Roble, Belko & Company, Inc Diversified Active

CIK: 0001642305 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 14, 2018

Total Value ($000): $274,208 (100.0% shares, 0.0% debt)

Holdings (328)

VTI VANGUARD INDEX FDS TOTAL STK MKT 15.2%
Value ($000) $41,783 Shares 279,204 Est. Cost $108.91 Unrealized
VEU VANGUARD INTL EQUITY INDEX ALLWRLD EX US 9.7%
Value ($000) $26,647 Shares 511,942 Est. Cost $47.80 Unrealized
VXUS VANGUARD STAR FD VG TL INTL STK 6.4%
Value ($000) $17,668 Shares 327,181 Est. Cost $50.30 Unrealized
SPY SPDR S&P 500 ETF TR 6.0%
Value ($000) $16,452 Shares 56,592 Est. Cost $210.62 Unrealized
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 5.3%
Value ($000) $14,423 Shares 204,900 Est. Cost $53.59 Unrealized
VTIP VANGUARD MALVERN FDS 4.1%
Value ($000) $11,319 Shares 234,004 Est. Cost $48.82 Unrealized
VEA VANGUARD TAX MANAGED INTL FD FTSE DEV MKT 3.7%
Value ($000) $10,237 Shares 236,587 Est. Cost $38.04 Unrealized
NEAR ISHARES U S ETF TR SHT MAT BD 3.6%
Value ($000) $9,997 Shares 199,201 Est. Cost $50.21 Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLOGY 3.6%
Value ($000) $9,878 Shares 131,125 Est. Cost $41.82 Unrealized
MINT PIMCO ETF TR ENHAN SHRT MA AC 3.6%
Value ($000) $9,758 Shares 96,029 Est. Cost $101.69 Unrealized
VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 3.2%
Value ($000) $8,864 Shares 101,781 Est. Cost $68.28 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 3.1%
Value ($000) $8,559 Shares 54,873 Est. Cost $98.91 Unrealized
TORTOISE ENERGY INFRA CORP 2.6%
Value ($000) $7,003 Shares 260,058 Est. Cost $35.40 Unrealized
FLOT ISHARES TR 2.5%
Value ($000) $6,851 Shares 114,946 Est. Cost $50.94 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 2.5%
Value ($000) $6,746 Shares 39,208 Est. Cost $123.70 Unrealized
OEF ISHARES TR S&P 100 ETF 2.2%
Value ($000) $5,942 Shares 45,840 Est. Cost $90.42 Unrealized
VWO VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF 1.9%
Value ($000) $5,177 Shares 126,262 Est. Cost $38.32 Unrealized
FLRN SPDR SER TR BLOMBERG BRC INV 1.6%
Value ($000) $4,405 Shares 975 Est. Cost $30.77 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 1.6%
Value ($000) $4,327 Shares 64,938 Est. Cost $60.99 Unrealized
EFA ISHARES TR MSCI EAFE ETF 1.1%
Value ($000) $2,949 Shares 43,370 Est. Cost $64.09 Unrealized
ACWX ISHARES TR MSCI ACWI EX US 1.1%
Value ($000) $2,930 Shares 61,439 Est. Cost $41.08 Unrealized
VNQ VANGUARD INDEX FDS REIT ETF 1.0%
Value ($000) $2,825 Shares 35,017 Est. Cost $83.78 Unrealized
SDY SPDR SERIES TRUST S&P DIVID 1.0%
Value ($000) $2,797 Shares 28,558 Est. Cost $78.22 Unrealized
VGSH VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 1.0%
Value ($000) $2,701 Shares 45,210 Est. Cost $59.74 Unrealized
BXMT BLACKSTONE MTG TR INC 0.8%
Value ($000) $2,279 Shares 68,008 Est. Cost $28.80 Unrealized
DBEF DBX TR XTRAK MSCI EAFE 0.8%
Value ($000) $2,213 Shares 68,418 Est. Cost $28.20 Unrealized
STWD STARWOOD PPTY TR INC 0.8%
Value ($000) $2,124 Shares 98,687 Est. Cost $23.66 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL 0.7%
Value ($000) $2,052 Shares 16,612 Est. Cost $60.14 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 0.6%
Value ($000) $1,742 Shares 51,942 Est. Cost $32.51 Unrealized
ALPS ETF TR ALERIAN 0.6%
Value ($000) $1,563 Shares 146,317 Est. Cost $9.37 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.5%
Value ($000) $1,442 Shares 8,920 Est. Cost $115.81 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.5%
Value ($000) $1,268 Shares 10,945 Est. Cost $92.55 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.5%
Value ($000) $1,263 Shares 13,273 Est. Cost $72.49 Unrealized
AAXJ ISHARES TR MSCI AC ASIA ETF 0.4%
Value ($000) $1,204 Shares 17,048 Est. Cost $63.99 Unrealized
XLP SELECT SECTOR SPDR TR SBI CONS STPLS 0.3%
Value ($000) $766 Shares 14,206 Est. Cost $48.73 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.3%
Value ($000) $689 Shares 16,057 Est. Cost $37.70 Unrealized
VO VANGUARD INDEX FDS MID CAP 0.2%
Value ($000) $668 Shares 4,071 Est. Cost $154.26 Unrealized
VCSH VANGUARD SHRT TRM CORP BD 0.2%
Value ($000) $530 Shares 6,784 Est. Cost $79.30 Unrealized
SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF 0.2%
Value ($000) $508 Shares 19,757 Est. Cost $21.09 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $464 Shares 3,042 Est. Cost $171.60 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $400 Shares 3,424 Est. Cost $68.44 Unrealized +29.2%
FIRST TR ENERGY INCOME & GRW 0.1%
Value ($000) $394 Shares 17,729 Est. Cost $26.34 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.1%
Value ($000) $373 Shares 2,945 Est. Cost $103.23 Unrealized
IUSV ISHARES TR CORE S&P VLU ETF 0.1%
Value ($000) $345 Shares 6,114 Est. Cost $75.73 Unrealized
IGE ISHARES TR NA NAT RES 0.1%
Value ($000) $336 Shares 9,381 Est. Cost $33.43 Unrealized
PGIM SHORT DURATION HIGH YIE 0.1%
Value ($000) $333 Shares 23,350 Est. Cost $14.00 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $320 Shares 2,797 Est. Cost $53.26 Unrealized +89.3%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $289 Shares 1,700 Est. Cost $112.95 Unrealized +32.1%
AMZN AMAZON COM INC 0.1%
Value ($000) $266 Shares 133 Est. Cost $56.53 Unrealized +66.3%
BLACKROCK CORPOR HI YLD FD I 0.1%
Value ($000) $258 Shares 24,149 Est. Cost $10.79 Unrealized
PROTECTIVE INS CORP 0.1%
Value ($000) $252 Shares 10,968 Est. Cost $22.98 Unrealized
ISHARES TR IBONDS DEC19 0.1%
Value ($000) $251 Shares 10,111 Est. Cost $24.92 Unrealized
ISHARES TR IBONDS DEC20 0.1%
Value ($000) $247 Shares 9,884 Est. Cost $25.39 Unrealized
ISHARES TR IBONDS DEC21 0.1%
Value ($000) $246 Shares 10,119 Est. Cost $24.83 Unrealized
ISHARES TR 0.1%
Value ($000) $242 Shares 9,936 Est. Cost $25.26 Unrealized
ISHARES TR IBONDS DEC 2023 0.1%
Value ($000) $241 Shares 9,898 Est. Cost $25.06 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value ($000) $235 Shares 1,324 Est. Cost $114.04 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $233 Shares 4,915 Est. Cost $20.32 Unrealized +77.4%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $220 Shares 3,587 Est. Cost $56.37 Unrealized +3.2%
AAPL APPLE INC 0.1%
Value ($000) $214 Shares 950 Est. Cost $24.24 Unrealized +103.2%
EATON VANCE MUN BD FD 0.1%
Value ($000) $213 Shares 18,489 Est. Cost $12.26 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $194 Shares 3,219 Est. Cost $26.69 Unrealized +25.8%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $164 Shares 1,207 Est. Cost $66.35 Unrealized +65.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $163 Shares 2,052 Est. Cost $54.48 Unrealized +1.8%
V VISA INC 0.1%
Value ($000) $155 Shares 1,033 Est. Cost $97.66 Unrealized +38.3%
TIP ISHARES TR TIPS BD ETF 0.1%
Value ($000) $147 Shares 1,330 Est. Cost $113.57 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $144 Shares 887 Est. Cost $70.85 Unrealized +93.5%
IJT ISHARES TR SP SMCP600GR ETF 0.1%
Value ($000) $143 Shares 710 Est. Cost $130.51 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $141 Shares 1,021 Est. Cost $95.74 Unrealized +12.8%
META FACEBOOK INC 0.0%
Value ($000) $128 Shares 1,117 Est. Cost $165.15 Unrealized +8.9%
HEFA ISHARES TR HDG MSCI EAFE 0.0%
Value ($000) $126 Shares 4,224 Est. Cost $25.17 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $124 Shares 924 Est. Cost $25.56 Unrealized +48.0%
ISHARES TR IBONDS DEC24 0.0%
Value ($000) $122 Shares 2,201 Est. Cost $24.08 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $116 Shares 519 Est. Cost $134.76 Unrealized +48.7%
IVV ISHARES TR CORE S&P500 ETF 0.0%
Value ($000) $113 Shares 387 Est. Cost $207.76 Unrealized
BFH ALLIANCE DATA SYSTEMS CORP 0.0%
Value ($000) $102 Shares 430 Est. Cost $145.82 Unrealized +13.7%
EATON VANCE FLTING RATE INC 0.0%
Value ($000) $101 Shares 6,936 Est. Cost $14.93 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL DIV APP 0.0%
Value ($000) $97 Shares 880 Est. Cost $80.24 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.0%
Value ($000) $93 Shares 350 Est. Cost $188.57 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $91 Shares 681 Est. Cost $102.79 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $91 Shares 1,003 Est. Cost $72.14 Unrealized +8.5%
PEP PEPSICO INC 0.0%
Value ($000) $90 Shares 805 Est. Cost $77.38 Unrealized +16.7%
IWM ISHARES TR RUSSELL 2000 ETF 0.0%
Value ($000) $84 Shares 500 Est. Cost $134.00 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $83 Shares 69 Est. Cost $45.71 Unrealized +31.5%
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $83 Shares 57 Est. Cost $1933.58 Unrealized +0.2%
ORCL ORACLE CORP 0.0%
Value ($000) $82 Shares 1,600 Est. Cost $35.25 Unrealized +23.6%
GOOG ALPHABET INC 0.0%
Value ($000) $81 Shares 68 Est. Cost $46.35 Unrealized +28.3%
SRE SEMPRA ENERGY 0.0%
Value ($000) $79 Shares 691 Est. Cost $39.31 Unrealized +15.9%
MCD MCDONALDS CORP 0.0%
Value ($000) $78 Shares 468 Est. Cost $117.87 Unrealized +14.4%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $73 Shares 486 Est. Cost $94.04 Unrealized +7.7%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $72 Shares 660 Est. Cost $54.58 Unrealized +58.8%
FDX FEDEX CORP 0.0%
Value ($000) $71 Shares 293 Est. Cost $201.83 Unrealized +5.1%
SPLV INVESCO S&P500 LOW VOL 0.0%
Value ($000) $71 Shares 1,430 Est. Cost $47.55 Unrealized
EATON VANCE MUN BD FD II 0.0%
Value ($000) $70 Shares 6,058 Est. Cost $12.71 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $69 Shares 5,411 Est. Cost $12.76 Unrealized
U S SILICA HLDGS INC 0.0%
Value ($000) $68 Shares 3,600 Est. Cost $25.56 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $67 Shares 1,666 Est. Cost $44.86 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $66 Shares 342 Est. Cost $150.17 Unrealized +18.6%
HD HOME DEPOT INC 0.0%
Value ($000) $64 Shares 308 Est. Cost $103.98 Unrealized +61.5%
MMM 3M CO 0.0%
Value ($000) $63 Shares 300 Est. Cost $150.16 Unrealized -12.0%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $60 Shares 717 Est. Cost $66.86 Unrealized +1.4%
PFS PROVIDENT FINL SVCS INC 0.0%
Value ($000) $56 Shares 2,261 Est. Cost $16.35 Unrealized +9.2%
QRVO QORVO INC 0.0%
Value ($000) $55 Shares 713 Est. Cost $73.93 Unrealized +8.3%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $53 Shares 1,642 Est. Cost $30.73 Unrealized +16.0%
IYW ISHARES TR U.S. TECH ETF 0.0%
Value ($000) $49 Shares 250 Est. Cost $116.44 Unrealized
VT VANGUARD INTL EQUITY INDEX TT WRLD ST ETF 0.0%
Value ($000) $46 Shares 611 Est. Cost $62.19 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $35.07 Unrealized +3.5%
DVA DAVITA INC 0.0%
Value ($000) $46 Shares 1,271 Est. Cost $64.29 Unrealized +10.0%
XMUIX BLACKROCK MUNI INTER DR FD I 0.0%
Value ($000) $45 Shares 3,478 Est. Cost $14.61 Unrealized
UNILEVER PLC 0.0%
Value ($000) $44 Shares 804 Est. Cost $55.70 Unrealized
XBKNX BLACKROCK INVT QUALITY MUN T 0.0%
Value ($000) $44 Shares 3,321 Est. Cost $14.96 Unrealized
BAC BANK AMER CORP 0.0%
Value ($000) $42 Shares 1,421 Est. Cost $14.74 Unrealized +72.8%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $40 Shares 785 Est. Cost $30.10 Unrealized +41.9%
VIOO VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 0.0%
Value ($000) $40 Shares 250 Est. Cost $108.00 Unrealized
BLACKROCK ENERGY & RES TR 0.0%
Value ($000) $39 Shares 2,647 Est. Cost $13.43 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $39 Shares 322 Est. Cost $78.38 Unrealized +12.2%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $39 Shares 864 Est. Cost $23.56 Unrealized +66.9%
ABEV AMBEV SA 0.0%
Value ($000) $38 Shares 8,385 Est. Cost $6.49 Unrealized
IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 0.0%
Value ($000) $38 Shares 280 Est. Cost $103.57 Unrealized
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.0%
Value ($000) $38 Shares 323 Est. Cost $74.30 Unrealized
ETF MANAGERS TR ETFMG ALTR HRVST 0.0%
Value ($000) $37 Shares 930 Est. Cost $39.78 Unrealized
BLACKROCK INC 0.0%
Value ($000) $36 Shares 76 Est. Cost $512.29 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $35 Shares 390 Est. Cost $86.96 Unrealized -9.3%
CE CELANESE CORP DEL 0.0%
Value ($000) $35 Shares 310 Est. Cost $54.65 Unrealized +82.2%
NVS NOVARTIS A G 0.0%
Value ($000) $35 Shares 1,003 Est. Cost $82.57 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $35 Shares 1,890 Est. Cost $25.00 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $34 Shares 591 Est. Cost $35.65 Unrealized +44.2%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $34 Shares 304 Est. Cost $49.72 Unrealized +86.3%
VB VANGUARD INDEX FDS SMALL CP ETF 0.0%
Value ($000) $33 Shares 204 Est. Cost $130.04 Unrealized
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.0%
Value ($000) $31 Shares 745 Est. Cost $41.40 Unrealized
SPIRIT AIRLS INC 0.0%
Value ($000) $30 Shares 630 Est. Cost $42.86 Unrealized
VPL VANGUARD INTL EQUITY INDEX FTSE PACIFIC ETF 0.0%
Value ($000) $30 Shares 421 Est. Cost $57.01 Unrealized
ARCONIC INC 0.0%
Value ($000) $30 Shares 1,373 Est. Cost $26.98 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $28 Shares 456 Est. Cost $108.08 Unrealized +16.0%
EATON VANCE TX MGD DIV EQ IN 0.0%
Value ($000) $28 Shares 2,168 Est. Cost $11.43 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $27 Shares 208 Est. Cost $151.33 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $27 Shares 386 Est. Cost $42.44 Unrealized +29.3%
EFV ISHARES TR EAFE VALUE 0.0%
Value ($000) $27 Shares 529 Est. Cost $54.82 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $27 Shares 104 Est. Cost $158.64 Unrealized +38.9%
ETN EATON CORP PLC 0.0%
Value ($000) $26 Shares 300 Est. Cost $54.15 Unrealized +31.3%
VOYA GLBL ADV & PREM OPP FD 0.0%
Value ($000) $26 Shares 2,310 Est. Cost $12.12 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.0%
Value ($000) $25 Shares 284 Est. Cost $93.63 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $25 Shares 473 Est. Cost $39.91 Unrealized +16.5%
MOMO INC 0.0%
Value ($000) $25 Shares 577 Est. Cost $38.13 Unrealized
VGT VANGUARD WORLD FDS INF TECH 0.0%
Value ($000) $25 Shares 125 Est. Cost $112.00 Unrealized
VFH VANGUARD WORLD FDS FINANCIALS 0.0%
Value ($000) $25 Shares 294 Est. Cost $64.32 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $24 Shares 376 Est. Cost $107.25 Unrealized +14.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $24 Shares 300 Est. Cost $61.05 Unrealized -7.5%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.0%
Value ($000) $24 Shares 345 Est. Cost $40.26 Unrealized
BURL BURLINGTON STORES INC 0.0%
Value ($000) $23 Shares 143 Est. Cost $80.72 Unrealized +97.7%
BLACKROCK MUNI 2018 TERM TR 0.0%
Value ($000) $23 Shares 1,554 Est. Cost $16.09 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $23 Shares 243 Est. Cost $43.05 Unrealized +60.7%
HDV ISHARES TR CORE HIGH DV ETF 0.0%
Value ($000) $22 Shares 238 Est. Cost $69.83 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $22 Shares 201 Est. Cost $40.84 Unrealized +122.1%
GENERAL ELECTRIC CO 0.0%
Value ($000) $22 Shares 1,925 Est. Cost $28.01 Unrealized
BLACKROCK MUNI INCOME INV QL 0.0%
Value ($000) $22 Shares 1,732 Est. Cost $14.32 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $21 Shares 520 Est. Cost $50.96 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $21 Shares 270 Est. Cost $52.28 Unrealized +34.4%
BIIB BIOGEN INC 0.0%
Value ($000) $21 Shares 60 Est. Cost $378.09 Unrealized -8.9%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $20 Shares 176 Est. Cost $126.42 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $20 Shares 205 Est. Cost $86.63 Unrealized +15.2%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $20 Shares 1,355 Est. Cost $9.08 Unrealized +22.4%
WY WEYERHAEUSER CO 0.0%
Value ($000) $20 Shares 620 Est. Cost $25.78 Unrealized +0.5%
BLACKROCK GLOBAL OPP EQTY TR 0.0%
Value ($000) $20 Shares 1,820 Est. Cost $13.74 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $19 Shares 310 Est. Cost $45.83 Unrealized -1.9%
WMT WAL-MART STORES INC 0.0%
Value ($000) $19 Shares 198 Est. Cost $20.09 Unrealized +36.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $19 Shares 420 Est. Cost $28.57 Unrealized
CELGENE CORP 0.0%
Value ($000) $19 Shares 211 Est. Cost $104.65 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $18 Shares 128 Est. Cost $96.88 Unrealized
NOMD NOMAD FOODS LTD 0.0%
Value ($000) $18 Shares 896 Est. Cost $16.53 Unrealized +19.7%
SUNTRUST BKS INC 0.0%
Value ($000) $17 Shares 248 Est. Cost $56.45 Unrealized
SEE SEALED AIR CORP 0.0%
Value ($000) $17 Shares 415 Est. Cost $39.53 Unrealized -8.5%
KMT KENNAMETAL INC 0.0%
Value ($000) $17 Shares 400 Est. Cost $24.51 Unrealized +30.9%
STAG STAG INDL INC 0.0%
Value ($000) $17 Shares 629 Est. Cost $23.85 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $17 Shares 54 Est. Cost $200.65 Unrealized +34.5%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $17 Shares 146 Est. Cost $103.02 Unrealized +10.3%
UNP UNION PAC CORP 0.0%
Value ($000) $16 Shares 96 Est. Cost $80.32 Unrealized +59.1%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $16 Shares 204 Est. Cost $26.55 Unrealized +44.9%
TMUS T MOBILE US INC 0.0%
Value ($000) $16 Shares 230 Est. Cost $60.44 Unrealized +2.7%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $16 Shares 102 Est. Cost $45.53 Unrealized +189.8%
ALLIANZGI NFJ DIVID INT & PR 0.0%
Value ($000) $16 Shares 1,213 Est. Cost $12.37 Unrealized
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $15 Shares 88 Est. Cost $159.09 Unrealized
FIVE FIVE BELOW INC 0.0%
Value ($000) $15 Shares 118 Est. Cost $39.36 Unrealized +182.7%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $15 Shares 117 Est. Cost $112.62 Unrealized +12.2%
C CITIGROUP INC 0.0%
Value ($000) $15 Shares 208 Est. Cost $36.27 Unrealized +51.0%
DIAMOND OFFSHORE DRILLING IN 0.0%
Value ($000) $14 Shares 720 Est. Cost $15.28 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $14 Shares 202 Est. Cost $67.65 Unrealized -7.5%
GLW CORNING INC 0.0%
Value ($000) $14 Shares 390 Est. Cost $23.59 Unrealized +12.3%
PFE PFIZER INC 0.0%
Value ($000) $14 Shares 309 Est. Cost $20.04 Unrealized +38.0%
VVV VALVOLINE INC 0.0%
Value ($000) $14 Shares 635 Est. Cost $23.60 Unrealized -8.0%
MRK MERCK & CO INC 0.0%
Value ($000) $14 Shares 192 Est. Cost $42.51 Unrealized +19.1%
MGA MAGNA INTL INC 0.0%
Value ($000) $13 Shares 252 Est. Cost $43.73 Unrealized +1.7%
ALL ALLSTATE CORP 0.0%
Value ($000) $13 Shares 129 Est. Cost $57.46 Unrealized +42.8%
DOWDUPONT INC 0.0%
Value ($000) $13 Shares 201 Est. Cost $69.65 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $13 Shares 2,365 Est. Cost $10.34 Unrealized +20.1%
SYY SYSCO CORP 0.0%
Value ($000) $13 Shares 175 Est. Cost $41.82 Unrealized +41.7%
DIS DISNEY WALT CO 0.0%
Value ($000) $13 Shares 114 Est. Cost $93.13 Unrealized +14.4%
NUTRI SYS INC NEW 0.0%
Value ($000) $13 Shares 342 Est. Cost $26.32 Unrealized
PCY INVESCO EMRNG MKT 0.0%
Value ($000) $13 Shares 465 Est. Cost $25.81 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $13 Shares 100 Est. Cost $108.37 Unrealized +10.0%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $13 Shares 344 Est. Cost $46.43 Unrealized -10.6%
PIERIS PHARMACEUTICALS INC 0.0%
Value ($000) $12 Shares 2,063 Est. Cost $7.76 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $12 Shares 46 Est. Cost $121.70 Unrealized +89.5%
CWI SPDR INDEX SHS FDS MSCI ACWI EXUS 0.0%
Value ($000) $12 Shares 315 Est. Cost $31.75 Unrealized
HDB HDFC BANK LTD 0.0%
Value ($000) $12 Shares 124 Est. Cost $64.52 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $12 Shares 159 Est. Cost $57.09 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $11 Shares 75 Est. Cost $89.59 Unrealized +34.8%
PROOFPOINT INC 0.0%
Value ($000) $11 Shares 99 Est. Cost $70.71 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $11 Shares 240 Est. Cost $49.24 Unrealized -11.9%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $11 Shares 100 Est. Cost $41.68 Unrealized +102.1%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $11 Shares 144 Est. Cost $51.13 Unrealized +45.9%
CBS CORP NEW 0.0%
Value ($000) $11 Shares 200 Est. Cost $57.87 Unrealized
THOMSON REUTERS CORP 0.0%
Value ($000) $11 Shares 246 Est. Cost $40.65 Unrealized
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $10 Shares 55 Est. Cost $145.60 Unrealized +22.5%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $10 Shares 451 Est. Cost $39.00 Unrealized -46.6%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $10 Shares 282 Est. Cost $26.82 Unrealized +9.4%
HPQ HP INC 0.0%
Value ($000) $10 Shares 400 Est. Cost $9.70 Unrealized +93.6%
BND VANGUARD BD INDEX FD INC TOTAL BND MRKT 0.0%
Value ($000) $10 Shares 124 Est. Cost $80.65 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $10 Shares 100 Est. Cost $64.98 Unrealized +17.4%
INTC INTEL CORP 0.0%
Value ($000) $10 Shares 220 Est. Cost $26.46 Unrealized +56.9%
DTE DTE ENERGY CO 0.0%
Value ($000) $10 Shares 92 Est. Cost $59.27 Unrealized +22.8%
EIX EDISON INTL 0.0%
Value ($000) $10 Shares 144 Est. Cost $48.33 Unrealized +0.3%
MTB M & T BK CORP 0.0%
Value ($000) $10 Shares 60 Est. Cost $104.02 Unrealized +32.4%
T AT&T INC 0.0%
Value ($000) $10 Shares 291 Est. Cost $15.37 Unrealized -5.8%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $10 Shares 69 Est. Cost $80.07 Unrealized +55.4%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $10 Shares 211 Est. Cost $37.91 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $10 Shares 114 Est. Cost $46.50 Unrealized +49.0%
CANOPY GROWTH CORP 0.0%
Value ($000) $9 Shares 194 Est. Cost $30.93 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $9 Shares 55 Est. Cost $87.86 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $9 Shares 100 Est. Cost $43.91 Unrealized +74.4%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $9 Shares 85 Est. Cost $51.35 Unrealized +33.7%
RUTHS HOSPITALITY GROUP INC 0.0%
Value ($000) $8 Shares 252 Est. Cost $15.87 Unrealized
MET METLIFE INC 0.0%
Value ($000) $8 Shares 179 Est. Cost $33.72 Unrealized +5.4%
UA UNDER ARMOUR INC 0.0%
Value ($000) $8 Shares 407 Est. Cost $27.67 Unrealized -30.3%
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $8 Shares 87 Est. Cost $68.97 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $8 Shares 95 Est. Cost $80.47 Unrealized +9.1%
F FORD MTR CO DEL 0.0%
Value ($000) $8 Shares 846 Est. Cost $8.38 Unrealized -18.3%
DXJ WISDOMTREE TR JAPN HEDGE EQT 0.0%
Value ($000) $8 Shares 136 Est. Cost $46.61 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $8 Shares 83 Est. Cost $6.25 Unrealized +144.7%
TAN INVESCO SOLAR 0.0%
Value ($000) $8 Shares 374 Est. Cost $24.06 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $7 Shares 124 Est. Cost $45.90 Unrealized -1.8%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $7 Shares 185 Est. Cost $20.25 Unrealized +50.4%
SPARTON CORP 0.0%
Value ($000) $7 Shares 475 Est. Cost $25.26 Unrealized
SEATTLE GENETICS INC 0.0%
Value ($000) $7 Shares 906 Est. Cost $53.14 Unrealized
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.0%
Value ($000) $7 Shares 113 Est. Cost $44.80 Unrealized
RAYTHEON CO 0.0%
Value ($000) $7 Shares 35 Est. Cost $142.86 Unrealized
WORLDPAY INC 0.0%
Value ($000) $7 Shares 69 Est. Cost $86.96 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $7 Shares 40 Est. Cost $83.99 Unrealized +75.2%
AGG ISHARES TR CORE US AGGBD ET 0.0%
Value ($000) $7 Shares 62 Est. Cost $111.91 Unrealized
IP INTL PAPER CO 0.0%
Value ($000) $7 Shares 149 Est. Cost $31.25 Unrealized +14.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $7 Shares 400 Est. Cost $7.96 Unrealized +59.0%
IEMG ISHARES INC CORE MSCI EMKT 0.0%
Value ($000) $7 Shares 136 Est. Cost $41.49 Unrealized
EWJ ISHARES IN CMSCI JPN ETF NEW 0.0%
Value ($000) $7 Shares 124 Est. Cost $48.39 Unrealized
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $7 Shares 89 Est. Cost $37.23 Unrealized +90.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $7 Shares 19 Est. Cost $250.00 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $7 Shares 137 Est. Cost $49.81 Unrealized -11.3%
BLACKROCK ENHANCED EQT DIV T 0.0%
Value ($000) $6 Shares 659 Est. Cost $7.57 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $6 Shares 1,300 Est. Cost $11.45 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $6 Shares 64 Est. Cost $62.87 Unrealized +34.7%
CONCHO RES INC 0.0%
Value ($000) $6 Shares 39 Est. Cost $128.21 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $6 Shares 45 Est. Cost $68.34 Unrealized +67.5%
SPLUNK INC 0.0%
Value ($000) $6 Shares 49 Est. Cost $47.24 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value ($000) $6 Shares 55 Est. Cost $57.82 Unrealized +55.6%
USCI UNITED STS COMMODITY INDEX COMM IDX 0.0%
Value ($000) $6 Shares 137 Est. Cost $45.77 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $5 Shares 9 Est. Cost $107.94 Unrealized +64.5%
ZAYO GROUP HLDGS INC 0.0%
Value ($000) $5 Shares 130 Est. Cost $36.79 Unrealized
ADBE ADOBE SYS INC 0.0%
Value ($000) $5 Shares 18 Est. Cost $105.86 Unrealized +143.6%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $5 Shares 43 Est. Cost $74.44 Unrealized +76.3%
NVCR NOVOCURE LTD 0.0%
Value ($000) $5 Shares 100 Est. Cost $19.65 Unrealized +102.5%
NUVASIVE INC 0.0%
Value ($000) $5 Shares 77 Est. Cost $64.94 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $5 Shares 1,681 Est. Cost $184.19 Unrealized +11.4%
BP BP PLC 0.0%
Value ($000) $4 Shares 86 Est. Cost $37.49 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $4 Shares 26 Est. Cost $71.70 Unrealized +104.5%
GENESEE & WYOMING CLASS 0.0%
Value ($000) $4 Shares 480 Est. Cost $76.19 Unrealized
ASH ASHLAND GLOBAL HLDGS INC 0.0%
Value ($000) $4 Shares 355 Est. Cost $60.68 Unrealized +21.4%
ULTIMATE SOFTWARE GROUP INC 0.0%
Value ($000) $4 Shares 11 Est. Cost $181.82 Unrealized
ILF ISHARES TR LATN AMER 40 ETF 0.0%
Value ($000) $4 Shares 121 Est. Cost $26.89 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $19.73 Unrealized -7.4%
NTR NUTRIEN LTD 0.0%
Value ($000) $3 Shares 56 Est. Cost $38.37 Unrealized +12.3%
ISHARES GOLD TRUST 0.0%
Value ($000) $3 Shares 270 Est. Cost $11.11 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $74.62 Unrealized -13.6%
CARRIZO OIL & GAS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $50.00 Unrealized
RLY SSGA ACTIVE ETF TR 0.0%
Value ($000) $3 Shares 121 Est. Cost $24.79 Unrealized
KR KROGER CO 0.0%
Value ($000) $3 Shares 117 Est. Cost $26.80 Unrealized -5.1%
XLF SELECT SECTOR SPDR TR SBI INT-FINL 0.0%
Value ($000) $3 Shares 105 Est. Cost $19.61 Unrealized
TD AMERITRADE HLDG CORP 0.0%
Value ($000) $3 Shares 54 Est. Cost $37.04 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $13.85 Unrealized +50.4%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $3 Shares 136 Est. Cost $49.28 Unrealized
NKE NIKE INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $51.97 Unrealized +40.4%
ASIA PAC FD INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.00 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $3 Shares 204 Est. Cost $82.07 Unrealized +10.0%
PPG PPG INDS INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $91.06 Unrealized +4.0%
AGX ARGAN INC 0.0%
Value ($000) $2 Shares 55 Est. Cost $34.03 Unrealized -2.7%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $125.48 Unrealized +0.8%
VOYA EMERGING MKTS HIGH DIVI 0.0%
Value ($000) $2 Shares 298 Est. Cost $9.18 Unrealized
FHI FEDERATED INVS INC PA 0.0%
Value ($000) $2 Shares 75 Est. Cost $19.44 Unrealized -13.2%
SPEU SPDR INDEX SHS FDS STOXX EUR 50 0.0%
Value ($000) $2 Shares 67 Est. Cost $29.85 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $164.67 Unrealized +105.7%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $249.77 Unrealized +2.1%
TBX PROSHARES TR SHT 7-10 YR 0.0%
Value ($000) $2 Shares 64 Est. Cost $31.25 Unrealized
MILACRON HLDGS CORP 0.0%
Value ($000) $2 Shares 112 Est. Cost $17.86 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.34 Unrealized +21.2%
TRS TRIMAS CORP 0.0%
Value ($000) $2 Shares 55 Est. Cost $23.60 Unrealized +28.5%
PSX PHILLIPS 66 0.0%
Value ($000) $2 Shares 20 Est. Cost $71.47 Unrealized +20.4%
VIACOM INC NEW 0.0%
Value ($000) $1 Shares 30 Est. Cost $50.89 Unrealized
MELLANOX TECHNOLOGIES LTD 0.0%
Value ($000) $1 Shares 8 Est. Cost $83.33 Unrealized
MOO VANECK VECTORS ETF TR AGRIBUSINESS 0.0%
Value ($000) $1 Shares 20 Est. Cost $48.47 Unrealized
AEO AMERICAN EAGLE OUTFITTERS NE 0.0%
Value ($000) $1 Shares 35 Est. Cost $12.71 Unrealized +64.0%
U S G CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost Unrealized
MICRO FOCUS INTERNATIONAL PL 0.0%
Value ($000) $1 Shares 54 Est. Cost $37.04 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $1 Shares 38 Est. Cost $24.19 Unrealized -9.0%
VOYA RISK MANAGED NAT RES FD 0.0%
Value ($000) $1 Shares 215 Est. Cost $7.24 Unrealized
VV VANGUARD INDEX FDS LARGE CAP ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
FHN FIRST HORIZON NATL CORP 0.0%
Value ($000) $1 Shares 52 Est. Cost $14.70 Unrealized -7.3%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $59.99 Unrealized -29.8%
PERSPECTA INC 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.25 Unrealized
BWEN BROADWIND ENERGY INC 0.0%
Value ($000) $0 Shares 198 Est. Cost $5.20 Unrealized -56.5%
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
GLOBALSCAPE INC 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
IXC ISHARES TR GLOBAL ENERG ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.57 Unrealized
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
MAT MATTEL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $26.78 Unrealized -40.2%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $0 Shares 364 Est. Cost $34.48 Unrealized +3.2%
HORIZON GLOBAL CORP 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $0 Shares 20 Est. Cost $6.54 Unrealized +75.2%
OCEAN PWR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 600 Est. Cost $2.00 Unrealized
XLE SELECT SECTOR SPDR TR SBI INT-ENERGY 0.0%
Value ($000) $0 Shares 6 Est. Cost $71.97 Unrealized
SEARS HLDGS CORP W EXP 12/15/201 0.0%
Value ($000) $0 Shares 35 Est. Cost $28.57 Unrealized