Roble, Belko & Company, Inc Diversified Active

CIK: 0001642305 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 10, 2019

Total Value ($000): $291,823 (100.0% shares, 0.0% debt)

Holdings (320)

VTI VANGUARD INDEX FDS TOTAL STK MKT 14.3%
Value ($000) $41,859 Shares 289,262 Est. Cost $109.98 Unrealized
VEU VANGUARD INTL EQUITY INDEX ALLWRLD EX US 9.9%
Value ($000) $29,006 Shares 578,393 Est. Cost $47.55 Unrealized
VXUS VANGUARD STAR FD VG TL INTL STK 7.2%
Value ($000) $20,965 Shares 403,955 Est. Cost $50.12 Unrealized
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 5.8%
Value ($000) $16,932 Shares 248,814 Est. Cost $54.88 Unrealized
SPY SPDR S&P 500 ETF TR 5.0%
Value ($000) $14,574 Shares 51,594 Est. Cost $210.62 Unrealized
VEA VANGUARD TAX MANAGED INTL FD FTSE DEV MKT 4.5%
Value ($000) $13,200 Shares 322,986 Est. Cost $37.88 Unrealized
VTIP VANGUARD MALVERN FDS 4.1%
Value ($000) $11,919 Shares 244,836 Est. Cost $48.82 Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLOGY 3.3%
Value ($000) $9,513 Shares 128,558 Est. Cost $41.82 Unrealized
NEAR ISHARES U S ETF TR SHT MAT BD 3.3%
Value ($000) $9,497 Shares 189,042 Est. Cost $50.21 Unrealized
MINT PIMCO ETF TR ENHAN SHRT MA AC 3.2%
Value ($000) $9,292 Shares 91,494 Est. Cost $101.69 Unrealized
VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 2.9%
Value ($000) $8,542 Shares 99,715 Est. Cost $68.28 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 2.9%
Value ($000) $8,395 Shares 55,465 Est. Cost $98.91 Unrealized
VWO VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF 2.7%
Value ($000) $7,839 Shares 184,437 Est. Cost $39.29 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 2.2%
Value ($000) $6,527 Shares 39,154 Est. Cost $123.70 Unrealized
FLOT ISHARES TR 2.1%
Value ($000) $6,190 Shares 121,595 Est. Cost $50.87 Unrealized
TORTOISE ENERGY INFRA CORP 2.1%
Value ($000) $6,183 Shares 263,099 Est. Cost $34.99 Unrealized
OEF ISHARES TR S&P 100 ETF 1.9%
Value ($000) $5,553 Shares 44,324 Est. Cost $90.42 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 1.5%
Value ($000) $4,318 Shares 67,051 Est. Cost $60.76 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 1.3%
Value ($000) $3,858 Shares 123,235 Est. Cost $29.73 Unrealized
IWB ISHARES TR RUS 1000 ETF 1.1%
Value ($000) $3,273 Shares 20,805 Est. Cost $129.77 Unrealized
VNQ VANGUARD INDEX FDS REIT ETF 1.1%
Value ($000) $3,145 Shares 36,189 Est. Cost $83.72 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 1.0%
Value ($000) $3,004 Shares 19,662 Est. Cost $150.34 Unrealized
EFA ISHARES TR MSCI EAFE ETF 1.0%
Value ($000) $2,856 Shares 44,030 Est. Cost $64.10 Unrealized
SDY SPDR SERIES TRUST S&P DIVID 1.0%
Value ($000) $2,773 Shares 27,896 Est. Cost $78.22 Unrealized
ACWX ISHARES TR MSCI ACWI EX US 0.9%
Value ($000) $2,689 Shares 58,118 Est. Cost $41.08 Unrealized
BXMT BLACKSTONE MTG TR INC 0.8%
Value ($000) $2,407 Shares 69,648 Est. Cost $28.93 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.8%
Value ($000) $2,340 Shares 8,223 Est. Cost $250.09 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.7%
Value ($000) $2,056 Shares 26,644 Est. Cost $71.10 Unrealized
ALPS ETF TR ALERIAN 0.6%
Value ($000) $1,713 Shares 170,814 Est. Cost $9.44 Unrealized
SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF 0.5%
Value ($000) $1,508 Shares 57,960 Est. Cost $22.81 Unrealized
VV VANGUARD INDEX FDS LARGE CAP ETF 0.5%
Value ($000) $1,328 Shares 10,234 Est. Cost $114.83 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.4%
Value ($000) $1,234 Shares 10,945 Est. Cost $92.55 Unrealized
AAXJ ISHARES TR MSCI AC ASIA ETF 0.4%
Value ($000) $1,205 Shares 17,048 Est. Cost $63.99 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $1,133 Shares 9,611 Est. Cost $88.98 Unrealized +15.0%
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.3%
Value ($000) $1,010 Shares 11,008 Est. Cost $72.49 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $998 Shares 5,253 Est. Cost $42.77 Unrealized -5.5%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $767 Shares 12,965 Est. Cost $37.62 Unrealized +3.5%
MCD MCDONALDS CORP 0.3%
Value ($000) $745 Shares 3,923 Est. Cost $146.92 Unrealized +5.2%
XLP SELECT SECTOR SPDR TR SBI CONS STPLS 0.2%
Value ($000) $723 Shares 12,888 Est. Cost $48.73 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $708 Shares 16,676 Est. Cost $29.83 Unrealized -2.0%
EEM ISHARES TR MSCI EMG MKT ETF 0.2%
Value ($000) $691 Shares 16,089 Est. Cost $37.70 Unrealized
FLRN SPDR SER TR BLOMBERG BRC INV 0.2%
Value ($000) $655 Shares 21,328 Est. Cost $30.41 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.2%
Value ($000) $567 Shares 9,325 Est. Cost $55.02 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $562 Shares 5,404 Est. Cost $78.84 Unrealized +10.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $560 Shares 2,789 Est. Cost $196.20 Unrealized +2.9%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $521 Shares 2,696 Est. Cost $36.66 Unrealized +5.3%
VCSH VANGUARD SHRT TRM CORP BD 0.2%
Value ($000) $488 Shares 6,117 Est. Cost $79.30 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $455 Shares 9,717 Est. Cost $38.04 Unrealized -0.7%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $455 Shares 2,530 Est. Cost $171.60 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.2%
Value ($000) $439 Shares 3,552 Est. Cost $105.77 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $426 Shares 3,455 Est. Cost $84.15 Unrealized +3.9%
MRK MERCK & CO INC 0.1%
Value ($000) $413 Shares 4,964 Est. Cost $56.05 Unrealized +7.6%
VXF VANGUARD INDEX FDS EXTEND MKT 0.1%
Value ($000) $385 Shares 3,331 Est. Cost $99.67 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $383 Shares 3,424 Est. Cost $68.44 Unrealized +18.3%
FIRST TR ENERGY INCOME & GRW 0.1%
Value ($000) $343 Shares 15,772 Est. Cost $26.34 Unrealized
IUSV ISHARES TR CORE S&P VLU ETF 0.1%
Value ($000) $335 Shares 6,114 Est. Cost $75.73 Unrealized
PGIM SHORT DURATION HIGH YIE 0.1%
Value ($000) $334 Shares 23,575 Est. Cost $14.00 Unrealized
VO VANGUARD INDEX FDS MID CAP 0.1%
Value ($000) $334 Shares 2,075 Est. Cost $154.26 Unrealized
EATON VANCE MUN BD FD 0.1%
Value ($000) $303 Shares 24,438 Est. Cost $12.29 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $299 Shares 1,700 Est. Cost $112.95 Unrealized +25.9%
IGE ISHARES TR NA NAT RES 0.1%
Value ($000) $295 Shares 9,387 Est. Cost $33.43 Unrealized
IWR ISHARES RUS MID CAP 0.1%
Value ($000) $284 Shares 5,262 Est. Cost $51.58 Unrealized
ISHARES IBONDS DEC25 0.1%
Value ($000) $263 Shares 10,584 Est. Cost $23.62 Unrealized
ISHARES TR IBONDS DEC24 0.1%
Value ($000) $259 Shares 10,406 Est. Cost $23.96 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $259 Shares 4,790 Est. Cost $20.32 Unrealized +94.4%
BLACKROCK CORPOR HI YLD FD I 0.1%
Value ($000) $256 Shares 24,941 Est. Cost $10.75 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.1%
Value ($000) $253 Shares 4,892 Est. Cost $47.06 Unrealized
ISHARES TR IBONDS DEC19 0.1%
Value ($000) $251 Shares 10,111 Est. Cost $24.92 Unrealized
ISHARES TR IBONDS DEC21 0.1%
Value ($000) $250 Shares 10,119 Est. Cost $24.83 Unrealized
ISHARES TR IBONDS DEC20 0.1%
Value ($000) $249 Shares 9,884 Est. Cost $25.39 Unrealized
ISHARES TR 0.1%
Value ($000) $248 Shares 9,936 Est. Cost $25.26 Unrealized
ISHARES TR IBONDS DEC 2023 0.1%
Value ($000) $248 Shares 9,898 Est. Cost $25.06 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $232 Shares 4,042 Est. Cost $27.30 Unrealized +8.8%
AFG AMERICAN FINL GROUP INC 0.1%
Value ($000) $231 Shares 2,406 Est. Cost $53.37 Unrealized -3.3%
AMZN AMAZON COM INC 0.1%
Value ($000) $231 Shares 130 Est. Cost $56.53 Unrealized +47.2%
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value ($000) $228 Shares 1,324 Est. Cost $114.04 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $210 Shares 1,313 Est. Cost $123.40 Unrealized +1.7%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $209 Shares 2,587 Est. Cost $56.37 Unrealized -1.7%
PROTECTIVE INS CORP 0.1%
Value ($000) $203 Shares 10,968 Est. Cost $22.98 Unrealized
BLACKROCK ENHANCED EQT DIV T 0.1%
Value ($000) $202 Shares 23,619 Est. Cost $7.78 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $156 Shares 1,769 Est. Cost $54.48 Unrealized +2.9%
TIP ISHARES TR TIPS BD ETF 0.1%
Value ($000) $150 Shares 1,330 Est. Cost $113.57 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $148 Shares 1,207 Est. Cost $66.35 Unrealized +45.9%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $145 Shares 887 Est. Cost $70.85 Unrealized +106.1%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $143 Shares 1,021 Est. Cost $95.74 Unrealized +15.3%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $131 Shares 929 Est. Cost $94.32 Unrealized +0.3%
META FACEBOOK INC 0.0%
Value ($000) $130 Shares 780 Est. Cost $165.15 Unrealized -4.4%
IWM ISHARES TR RUSSELL 2000 ETF 0.0%
Value ($000) $128 Shares 835 Est. Cost $134.05 Unrealized
IJT ISHARES TR SP SMCP600GR ETF 0.0%
Value ($000) $127 Shares 710 Est. Cost $130.51 Unrealized
EATON VANCE FLTING RATE INC 0.0%
Value ($000) $115 Shares 8,706 Est. Cost $13.89 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $111 Shares 449 Est. Cost $25.56 Unrealized +72.0%
CWB SPDR SERIES TRUST BLMBRG BRC CNVRT 0.0%
Value ($000) $103 Shares 1,974 Est. Cost $52.18 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL 0.0%
Value ($000) $102 Shares 1,762 Est. Cost $60.14 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $96 Shares 408 Est. Cost $134.76 Unrealized +53.8%
VIG VANGUARD SPECIALIZED PORTFOL DIV APP 0.0%
Value ($000) $96 Shares 880 Est. Cost $80.24 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.0%
Value ($000) $95 Shares 366 Est. Cost $190.36 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $91 Shares 760 Est. Cost $104.55 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $87 Shares 691 Est. Cost $39.31 Unrealized +19.9%
ORCL ORACLE CORP 0.0%
Value ($000) $86 Shares 1,600 Est. Cost $35.25 Unrealized +30.7%
DBEF DBX TR XTRAK MSCI EAFE 0.0%
Value ($000) $77 Shares 2,478 Est. Cost $28.20 Unrealized
SPLV INVESCO S&P500 LOW VOL 0.0%
Value ($000) $75 Shares 1,430 Est. Cost $47.55 Unrealized
BFH ALLIANCE DATA SYSTEMS CORP 0.0%
Value ($000) $75 Shares 430 Est. Cost $145.82 Unrealized -17.5%
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $73 Shares 42 Est. Cost $1933.58 Unrealized -9.2%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $72 Shares 1,736 Est. Cost $37.69 Unrealized 0.0%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $72 Shares 5,411 Est. Cost $12.76 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $70 Shares 1,666 Est. Cost $44.86 Unrealized
RWO SPDR INDEX DJ GLB RL ES 0.0%
Value ($000) $69 Shares 1,376 Est. Cost $50.15 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $69 Shares 59 Est. Cost $45.71 Unrealized +22.6%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $66 Shares 660 Est. Cost $54.58 Unrealized +34.1%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $63 Shares 342 Est. Cost $150.17 Unrealized +23.0%
U S SILICA HLDGS INC 0.0%
Value ($000) $62 Shares 3,600 Est. Cost $25.56 Unrealized
MMM 3M CO 0.0%
Value ($000) $62 Shares 300 Est. Cost $150.16 Unrealized -12.7%
GSLC GOLDMAN SACH TR EQUITY 0.0%
Value ($000) $61 Shares 1,080 Est. Cost $56.48 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $59 Shares 308 Est. Cost $103.98 Unrealized +48.8%
T AT&T INC 0.0%
Value ($000) $59 Shares 1,877 Est. Cost $14.33 Unrealized -1.2%
GOOG ALPHABET INC 0.0%
Value ($000) $56 Shares 48 Est. Cost $46.35 Unrealized +20.2%
V VISA INC 0.0%
Value ($000) $52 Shares 334 Est. Cost $97.66 Unrealized +40.7%
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.0%
Value ($000) $51 Shares 1,147 Est. Cost $41.69 Unrealized
IYW ISHARES TR U.S. TECH ETF 0.0%
Value ($000) $48 Shares 250 Est. Cost $116.44 Unrealized
XMUIX BLACKROCK MUNI INTER DR FD I 0.0%
Value ($000) $48 Shares 3,478 Est. Cost $14.61 Unrealized
XBKNX BLACKROCK INVT QUALITY MUN T 0.0%
Value ($000) $47 Shares 3,321 Est. Cost $14.96 Unrealized
UNILEVER PLC 0.0%
Value ($000) $46 Shares 804 Est. Cost $55.70 Unrealized
VT VANGUARD INTL EQUITY INDEX TT WRLD ST ETF 0.0%
Value ($000) $45 Shares 611 Est. Cost $62.19 Unrealized
BP BP PLC 0.0%
Value ($000) $44 Shares 1,016 Est. Cost $42.79 Unrealized
IBDR ISHARES TR IBONDS DEC2026 0.0%
Value ($000) $43 Shares 1,770 Est. Cost $24.29 Unrealized
IWO ISHARES TR RUS 2000 GRW ETF 0.0%
Value ($000) $39 Shares 200 Est. Cost $195.00 Unrealized
BAC BANK AMER CORP 0.0%
Value ($000) $39 Shares 1,422 Est. Cost $14.74 Unrealized +62.1%
MET METLIFE INC 0.0%
Value ($000) $39 Shares 919 Est. Cost $33.68 Unrealized +4.0%
NVS NOVARTIS A G 0.0%
Value ($000) $39 Shares 405 Est. Cost $82.57 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $37 Shares 305 Est. Cost $77.38 Unrealized +19.5%
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.0%
Value ($000) $37 Shares 323 Est. Cost $74.30 Unrealized
IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 0.0%
Value ($000) $36 Shares 280 Est. Cost $103.57 Unrealized
VIOO VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 0.0%
Value ($000) $35 Shares 250 Est. Cost $108.00 Unrealized
ETF MANAGERS TR ETFMG ALTR HRVST 0.0%
Value ($000) $34 Shares 930 Est. Cost $39.78 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $34 Shares 1,890 Est. Cost $25.00 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $33 Shares 691 Est. Cost $40.18 Unrealized +1.4%
SPIRIT AIRLS INC 0.0%
Value ($000) $33 Shares 630 Est. Cost $42.86 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $32 Shares 386 Est. Cost $42.44 Unrealized +47.1%
BLACKROCK INC 0.0%
Value ($000) $32 Shares 76 Est. Cost $512.29 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $32 Shares 171 Est. Cost $151.33 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $31 Shares 591 Est. Cost $35.65 Unrealized +31.2%
CE CELANESE CORP DEL 0.0%
Value ($000) $31 Shares 310 Est. Cost $54.65 Unrealized +57.8%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $31 Shares 304 Est. Cost $49.72 Unrealized +71.6%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $30 Shares 864 Est. Cost $23.56 Unrealized +30.1%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $30 Shares 294 Est. Cost $89.16 Unrealized 0.0%
OSUR ORASURE TECHNOLOGIES INC 0.0%
Value ($000) $29 Shares 2,620 Est. Cost $11.59 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.0%
Value ($000) $28 Shares 545 Est. Cost $42.99 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $27 Shares 711 Est. Cost $28.15 Unrealized 0.0%
EFV ISHARES TR EAFE VALUE 0.0%
Value ($000) $26 Shares 529 Est. Cost $54.82 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $26 Shares 104 Est. Cost $158.64 Unrealized +34.1%
VEEV VEEVA SYS INC 0.0%
Value ($000) $25 Shares 201 Est. Cost $40.84 Unrealized +176.2%
VGT VANGUARD WORLD FDS INF TECH 0.0%
Value ($000) $25 Shares 125 Est. Cost $112.00 Unrealized
VOYA GLBL ADV & PREM OPP FD 0.0%
Value ($000) $25 Shares 2,310 Est. Cost $12.12 Unrealized
VFH VANGUARD WORLD FDS FINANCIALS 0.0%
Value ($000) $24 Shares 367 Est. Cost $63.45 Unrealized
KAYNE ANDERSN MLP MIDS INVT 0.0%
Value ($000) $24 Shares 1,522 Est. Cost $15.77 Unrealized
BLACKROCK MUNI INCOME INV QL 0.0%
Value ($000) $24 Shares 1,732 Est. Cost $14.32 Unrealized
EATON VANCE TX MGD DIV EQ IN 0.0%
Value ($000) $24 Shares 2,168 Est. Cost $11.43 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $24 Shares 411 Est. Cost $58.39 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $24 Shares 300 Est. Cost $54.15 Unrealized +22.8%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $22 Shares 143 Est. Cost $80.72 Unrealized +99.7%
MOMO INC 0.0%
Value ($000) $22 Shares 577 Est. Cost $38.13 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $21 Shares 4,960 Est. Cost $6.49 Unrealized
PFS PROVIDENT FINL SVCS INC 0.0%
Value ($000) $21 Shares 808 Est. Cost $16.35 Unrealized +12.6%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $21 Shares 176 Est. Cost $126.42 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $21 Shares 520 Est. Cost $50.96 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $20 Shares 243 Est. Cost $43.05 Unrealized +41.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $20 Shares 270 Est. Cost $52.28 Unrealized +20.9%
ETSY ETSY INC 0.0%
Value ($000) $20 Shares 300 Est. Cost $59.69 Unrealized 0.0%
BLACKROCK GLOBAL OPP EQTY TR 0.0%
Value ($000) $19 Shares 1,820 Est. Cost $13.74 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $19 Shares 1,925 Est. Cost $28.01 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $19 Shares 199 Est. Cost $20.09 Unrealized +45.5%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $19 Shares 102 Est. Cost $45.53 Unrealized +249.7%
STAG STAG INDL INC 0.0%
Value ($000) $19 Shares 629 Est. Cost $23.85 Unrealized
NOMD NOMAD FOODS LTD 0.0%
Value ($000) $18 Shares 896 Est. Cost $16.53 Unrealized +16.4%
BLACKROCK ENERGY & RES TR 0.0%
Value ($000) $18 Shares 1,447 Est. Cost $13.43 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $18 Shares 146 Est. Cost $103.02 Unrealized +12.8%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $18 Shares 205 Est. Cost $86.63 Unrealized +7.0%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $17 Shares 1,355 Est. Cost $9.08 Unrealized +7.4%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $17 Shares 204 Est. Cost $26.55 Unrealized +37.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $17 Shares 420 Est. Cost $28.57 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $16 Shares 96 Est. Cost $80.32 Unrealized +71.9%
XLI SELECT SECTOR SPDR TR SBI INT-INDS 0.0%
Value ($000) $16 Shares 212 Est. Cost $75.47 Unrealized
TMUS T MOBILE US INC 0.0%
Value ($000) $16 Shares 230 Est. Cost $60.44 Unrealized +11.8%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $16 Shares 128 Est. Cost $96.88 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $16 Shares 300 Est. Cost $61.05 Unrealized -19.0%
FIVE FIVE BELOW INC 0.0%
Value ($000) $15 Shares 118 Est. Cost $39.36 Unrealized +207.6%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $15 Shares 311 Est. Cost $41.20 Unrealized -7.0%
SUNTRUST BKS INC 0.0%
Value ($000) $15 Shares 248 Est. Cost $56.45 Unrealized
ALLIANZGI NFJ DIVID INT & PR 0.0%
Value ($000) $15 Shares 1,213 Est. Cost $12.37 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $15 Shares 54 Est. Cost $200.65 Unrealized +21.4%
KMT KENNAMETAL INC 0.0%
Value ($000) $15 Shares 400 Est. Cost $24.51 Unrealized +22.1%
BIIB BIOGEN INC 0.0%
Value ($000) $14 Shares 60 Est. Cost $378.09 Unrealized -16.7%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $14 Shares 55 Est. Cost $145.60 Unrealized +45.1%
HDB HDFC BANK LTD 0.0%
Value ($000) $14 Shares 124 Est. Cost $64.52 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $14 Shares 117 Est. Cost $112.62 Unrealized +5.4%
CB CHUBB LIMITED 0.0%
Value ($000) $14 Shares 100 Est. Cost $108.37 Unrealized +9.4%
CELGENE CORP 0.0%
Value ($000) $14 Shares 144 Est. Cost $104.65 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $14 Shares 344 Est. Cost $46.43 Unrealized -16.9%
C CITIGROUP INC 0.0%
Value ($000) $13 Shares 210 Est. Cost $36.27 Unrealized +34.5%
DIS DISNEY WALT CO 0.0%
Value ($000) $13 Shares 114 Est. Cost $93.13 Unrealized +15.8%
GLW CORNING INC 0.0%
Value ($000) $13 Shares 390 Est. Cost $23.59 Unrealized +14.7%
AURORA CANNABIS INC 0.0%
Value ($000) $13 Shares 1,392 Est. Cost $5.03 Unrealized
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $13 Shares 88 Est. Cost $159.09 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $13 Shares 144 Est. Cost $51.13 Unrealized +53.6%
THOMSON REUTERS CORP 0.0%
Value ($000) $13 Shares 223 Est. Cost $49.33 Unrealized
VVV VALVOLINE INC 0.0%
Value ($000) $12 Shares 635 Est. Cost $23.60 Unrealized -16.1%
MGA MAGNA INTL INC 0.0%
Value ($000) $12 Shares 252 Est. Cost $43.73 Unrealized -7.5%
ALL ALLSTATE CORP 0.0%
Value ($000) $12 Shares 129 Est. Cost $57.46 Unrealized +33.8%
SYY SYSCO CORP 0.0%
Value ($000) $12 Shares 175 Est. Cost $41.82 Unrealized +29.4%
PROOFPOINT INC 0.0%
Value ($000) $12 Shares 99 Est. Cost $70.71 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $12 Shares 220 Est. Cost $26.46 Unrealized +65.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $12 Shares 181 Est. Cost $52.98 Unrealized 0.0%
HEFA ISHARES TR HDG MSCI EAFE 0.0%
Value ($000) $12 Shares 411 Est. Cost $25.17 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $11 Shares 159 Est. Cost $57.09 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $11 Shares 92 Est. Cost $59.27 Unrealized +35.1%
CWI SPDR INDEX SHS FDS MSCI ACWI EXUS 0.0%
Value ($000) $11 Shares 315 Est. Cost $31.75 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $11 Shares 218 Est. Cost $37.60 Unrealized 0.0%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $11 Shares 202 Est. Cost $67.65 Unrealized -12.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $11 Shares 46 Est. Cost $121.70 Unrealized +87.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $11 Shares 62 Est. Cost $92.51 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $11 Shares 211 Est. Cost $37.91 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $10 Shares 451 Est. Cost $39.00 Unrealized -46.3%
PSX PHILLIPS 66 0.0%
Value ($000) $10 Shares 110 Est. Cost $71.85 Unrealized +0.1%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $10 Shares 100 Est. Cost $43.91 Unrealized +96.5%
BND VANGUARD BD INDEX FD INC TOTAL BND MRKT 0.0%
Value ($000) $10 Shares 124 Est. Cost $80.65 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $10 Shares 95 Est. Cost $80.47 Unrealized +22.0%
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $10 Shares 87 Est. Cost $68.97 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $9 Shares 240 Est. Cost $49.24 Unrealized -26.1%
TAN INVESCO SOLAR 0.0%
Value ($000) $9 Shares 374 Est. Cost $24.06 Unrealized
HEXO CORP 0.0%
Value ($000) $9 Shares 1,395 Est. Cost $6.45 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $9 Shares 144 Est. Cost $48.33 Unrealized -8.7%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $9 Shares 226 Est. Cost $26.82 Unrealized +17.6%
SBUX STARBUCKS CORP 0.0%
Value ($000) $9 Shares 124 Est. Cost $45.90 Unrealized +29.1%
DON WISDOMTREE TR US MIDCAP DIVID 0.0%
Value ($000) $9 Shares 240 Est. Cost $37.50 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $9 Shares 69 Est. Cost $80.07 Unrealized +36.6%
MDT MEDTRONIC PLC 0.0%
Value ($000) $9 Shares 100 Est. Cost $64.98 Unrealized +14.4%
UA UNDER ARMOUR INC 0.0%
Value ($000) $8 Shares 407 Est. Cost $27.67 Unrealized -31.7%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $8 Shares 100 Est. Cost $41.68 Unrealized +49.7%
STT STATE STR CORP 0.0%
Value ($000) $8 Shares 114 Est. Cost $46.50 Unrealized +19.1%
DES WISDOMTREE TR US SMALLCAP DIVD 0.0%
Value ($000) $8 Shares 292 Est. Cost $27.40 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $8 Shares 85 Est. Cost $51.35 Unrealized +27.5%
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $8 Shares 89 Est. Cost $37.23 Unrealized +108.7%
CANOPY GROWTH CORP 0.0%
Value ($000) $8 Shares 194 Est. Cost $30.93 Unrealized
HPQ HP INC 0.0%
Value ($000) $8 Shares 400 Est. Cost $9.70 Unrealized +72.1%
EWJ ISHARES IN CMSCI JPN ETF NEW 0.0%
Value ($000) $7 Shares 124 Est. Cost $48.39 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $7 Shares 83 Est. Cost $6.25 Unrealized +155.1%
IP INTL PAPER CO 0.0%
Value ($000) $7 Shares 149 Est. Cost $31.25 Unrealized +1.7%
AGG ISHARES TR CORE US AGGBD ET 0.0%
Value ($000) $7 Shares 62 Est. Cost $111.91 Unrealized
DXJ WISDOMTREE TR JAPN HEDGE EQT 0.0%
Value ($000) $7 Shares 136 Est. Cost $46.61 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $7 Shares 40 Est. Cost $83.99 Unrealized +79.2%
PIERIS PHARMACEUTICALS INC 0.0%
Value ($000) $7 Shares 2,063 Est. Cost $7.76 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $7 Shares 19 Est. Cost $250.00 Unrealized
RUTHS HOSPITALITY GROUP INC 0.0%
Value ($000) $6 Shares 252 Est. Cost $15.87 Unrealized
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.0%
Value ($000) $6 Shares 113 Est. Cost $44.80 Unrealized
SEATTLE GENETICS INC 0.0%
Value ($000) $6 Shares 85 Est. Cost $53.14 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $6 Shares 43 Est. Cost $74.44 Unrealized +66.8%
SPLUNK INC 0.0%
Value ($000) $6 Shares 49 Est. Cost $47.24 Unrealized
RAYTHEON CO 0.0%
Value ($000) $6 Shares 35 Est. Cost $142.86 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $6 Shares 400 Est. Cost $7.96 Unrealized +55.2%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $6 Shares 45 Est. Cost $68.34 Unrealized +69.1%
F FORD MTR CO DEL 0.0%
Value ($000) $6 Shares 730 Est. Cost $8.34 Unrealized -27.1%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $5 Shares 9 Est. Cost $107.94 Unrealized +64.7%
USCI UNITED STS COMMODITY INDEX COMM IDX 0.0%
Value ($000) $5 Shares 137 Est. Cost $45.77 Unrealized
NVCR NOVOCURE LTD 0.0%
Value ($000) $5 Shares 100 Est. Cost $19.65 Unrealized +144.9%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $5 Shares 55 Est. Cost $57.82 Unrealized +33.2%
ADBE ADOBE SYS INC 0.0%
Value ($000) $5 Shares 18 Est. Cost $105.86 Unrealized +138.1%
ASH ASHLAND GLOBAL HLDGS INC 0.0%
Value ($000) $4 Shares 45 Est. Cost $60.68 Unrealized +12.8%
ULTIMATE SOFTWARE GROUP INC 0.0%
Value ($000) $4 Shares 11 Est. Cost $181.82 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $13.85 Unrealized +45.0%
CRM SALESFORCE COM INC 0.0%
Value ($000) $4 Shares 26 Est. Cost $71.70 Unrealized +113.6%
CONCHO RES INC 0.0%
Value ($000) $4 Shares 39 Est. Cost $128.21 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $4 Shares 1,300 Est. Cost $11.45 Unrealized
PHO INVESCO EXCHANGE TRADED FD WATER RES 0.0%
Value ($000) $4 Shares 110 Est. Cost $27.27 Unrealized
GENESEE & WYOMING CLASS 0.0%
Value ($000) $4 Shares 45 Est. Cost $76.19 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $74.62 Unrealized -11.9%
CBS CORP NEW 0.0%
Value ($000) $3 Shares 68 Est. Cost $57.87 Unrealized
ISHARES GOLD TRUST 0.0%
Value ($000) $3 Shares 270 Est. Cost $11.11 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $19.73 Unrealized +14.0%
XLF SELECT SECTOR SPDR TR SBI INT-FINL 0.0%
Value ($000) $3 Shares 107 Est. Cost $19.61 Unrealized
TD AMERITRADE HLDG CORP 0.0%
Value ($000) $3 Shares 54 Est. Cost $37.04 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $3 Shares 85 Est. Cost $20.25 Unrealized +22.5%
RLY SSGA ACTIVE ETF TR 0.0%
Value ($000) $3 Shares 121 Est. Cost $24.79 Unrealized
ARCONIC INC 0.0%
Value ($000) $3 Shares 156 Est. Cost $26.98 Unrealized
AGX ARGAN INC 0.0%
Value ($000) $3 Shares 55 Est. Cost $34.03 Unrealized +9.5%
PPG PPG INDS INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $91.06 Unrealized +3.1%
NTR NUTRIEN LTD 0.0%
Value ($000) $3 Shares 56 Est. Cost $38.37 Unrealized +7.4%
NKE NIKE INC 0.0%
Value ($000) $2 Shares 29 Est. Cost $51.97 Unrealized +45.0%
SPEU SPDR INDEX SHS FDS STOXX EUR 50 0.0%
Value ($000) $2 Shares 67 Est. Cost $29.85 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $125.48 Unrealized +7.2%
TRS TRIMAS CORP 0.0%
Value ($000) $2 Shares 55 Est. Cost $23.60 Unrealized +25.7%
TBX PROSHARES TR SHT 7-10 YR 0.0%
Value ($000) $2 Shares 64 Est. Cost $31.25 Unrealized
VOYA EMERGING MKTS HIGH DIVI 0.0%
Value ($000) $2 Shares 298 Est. Cost $9.18 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $2 Shares 71 Est. Cost $49.28 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $2 Shares 34 Est. Cost $62.87 Unrealized -2.2%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $108.08 Unrealized -14.7%
FHI FEDERATED INVS INC PA 0.0%
Value ($000) $2 Shares 75 Est. Cost $19.44 Unrealized +4.8%
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 50 Est. Cost $22.34 Unrealized +34.4%
EMB ISHARES TR JPMORGAN USD EMG 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.00 Unrealized
FHN FIRST HORIZON NATL CORP 0.0%
Value ($000) $1 Shares 52 Est. Cost $14.70 Unrealized -22.9%
CARRIZO OIL & GAS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $50.00 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $1 Shares 38 Est. Cost $24.19 Unrealized -16.2%
AEO AMERICAN EAGLE OUTFITTERS NE 0.0%
Value ($000) $1 Shares 35 Est. Cost $12.71 Unrealized +35.0%
MOO VANECK VECTORS ETF TR AGRIBUSINESS 0.0%
Value ($000) $1 Shares 21 Est. Cost $48.43 Unrealized
MELLANOX TECHNOLOGIES LTD 0.0%
Value ($000) $1 Shares 8 Est. Cost $83.33 Unrealized
TIVITY HEALTH INC 0.0%
Value ($000) $1 Shares 73 Est. Cost $13.70 Unrealized
U S G CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost Unrealized
VOYA RISK MANAGED NAT RES FD 0.0%
Value ($000) $1 Shares 215 Est. Cost $7.24 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $69.17 Unrealized 0.0%
MILACRON HLDGS CORP 0.0%
Value ($000) $1 Shares 112 Est. Cost $17.86 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $86.96 Unrealized -24.5%
VIACOM INC NEW 0.0%
Value ($000) $1 Shares 30 Est. Cost $50.89 Unrealized
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $0 Shares 20 Est. Cost $6.54 Unrealized +76.1%
PERSPECTA INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $31.25 Unrealized
XLE SELECT SECTOR SPDR TR SBI INT-ENERGY 0.0%
Value ($000) $0 Shares 6 Est. Cost $71.97 Unrealized
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
HORIZON GLOBAL CORP 0.0%
Value ($000) $0 Shares 22 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
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized