Roble, Belko & Company, Inc Diversified Active

CIK: 0001642305 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 13, 2019

Total Value ($000): $340,706 (100.0% shares, 0.0% debt)

Holdings (341)

VTI VANGUARD INDEX FDS TOTAL STK MKT 13.3%
Value ($000) $45,407 Shares 300,709 Est. Cost $111.53 Unrealized
VEU VANGUARD INTL EQUITY INDEX ALLWRLD EX US 8.8%
Value ($000) $30,070 Shares 602,606 Est. Cost $47.76 Unrealized
VXUS VANGUARD STAR FD VG TL INTL STK 6.3%
Value ($000) $21,401 Shares 414,272 Est. Cost $50.45 Unrealized
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 5.6%
Value ($000) $19,042 Shares 268,126 Est. Cost $55.89 Unrealized
VTIP VANGUARD MALVERN FDS 5.4%
Value ($000) $18,365 Shares 374,423 Est. Cost $48.97 Unrealized
VEA VANGUARD TAX MANAGED INTL FD FTSE DEV MKT 4.8%
Value ($000) $16,350 Shares 398,001 Est. Cost $38.56 Unrealized
SPY SPDR S&P 500 ETF TR 4.5%
Value ($000) $15,309 Shares 51,587 Est. Cost $210.62 Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLOGY 3.0%
Value ($000) $10,322 Shares 128,177 Est. Cost $41.82 Unrealized
NEAR ISHARES U S ETF TR SHT MAT BD 3.0%
Value ($000) $10,198 Shares 202,580 Est. Cost $50.22 Unrealized
MINT PIMCO ETF TR ENHAN SHRT MA AC 3.0%
Value ($000) $10,067 Shares 98,954 Est. Cost $101.69 Unrealized
VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 2.9%
Value ($000) $9,772 Shares 110,127 Est. Cost $70.20 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 2.6%
Value ($000) $8,859 Shares 55,494 Est. Cost $98.91 Unrealized
VWO VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF 2.4%
Value ($000) $8,241 Shares 204,688 Est. Cost $39.42 Unrealized
VYMI VANGUARD WHITEHALL FDS INTL HIGH 2.1%
Value ($000) $7,030 Shares 118,367 Est. Cost $59.39 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 2.0%
Value ($000) $6,797 Shares 39,114 Est. Cost $123.70 Unrealized
OEF ISHARES TR S&P 100 ETF 1.9%
Value ($000) $6,440 Shares 48,974 Est. Cost $94.21 Unrealized
TORTOISE ENERGY INFRA CORP 1.8%
Value ($000) $6,158 Shares 301,118 Est. Cost $33.34 Unrealized
TJX TJX COS INC NEW 1.7%
Value ($000) $5,877 Shares 105,432 Est. Cost $48.67 Unrealized +2.9%
ITOT ISHARES TR CORE S&P TTL STK 1.5%
Value ($000) $5,068 Shares 75,561 Est. Cost $61.47 Unrealized
FLOT ISHARES TR 1.4%
Value ($000) $4,824 Shares 94,649 Est. Cost $50.87 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 1.3%
Value ($000) $4,340 Shares 136,227 Est. Cost $30.04 Unrealized
VV VANGUARD INDEX FDS LARGE CAP ETF 1.2%
Value ($000) $3,996 Shares 29,308 Est. Cost $128.83 Unrealized
VNQ VANGUARD INDEX FDS REIT ETF 1.1%
Value ($000) $3,878 Shares 41,588 Est. Cost $84.83 Unrealized
IVV ISHARES TR CORE S&P500 ETF 1.0%
Value ($000) $3,553 Shares 11,902 Est. Cost $264.77 Unrealized
IWB ISHARES TR RUS 1000 ETF 1.0%
Value ($000) $3,423 Shares 20,805 Est. Cost $129.77 Unrealized
SDY SPDR SERIES TRUST S&P DIVID 0.9%
Value ($000) $2,995 Shares 29,186 Est. Cost $79.30 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.9%
Value ($000) $2,904 Shares 44,530 Est. Cost $64.12 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.8%
Value ($000) $2,821 Shares 18,333 Est. Cost $150.34 Unrealized
ACWX ISHARES TR MSCI ACWI EX US 0.8%
Value ($000) $2,604 Shares 56,550 Est. Cost $41.08 Unrealized
BXMT BLACKSTONE MTG TR INC 0.7%
Value ($000) $2,495 Shares 69,601 Est. Cost $28.93 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.6%
Value ($000) $2,062 Shares 26,492 Est. Cost $71.10 Unrealized
SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF 0.6%
Value ($000) $2,012 Shares 80,077 Est. Cost $23.78 Unrealized
ALPS ETF TR ALERIAN 0.5%
Value ($000) $1,837 Shares 200,960 Est. Cost $9.41 Unrealized
VXF VANGUARD INDEX FDS EXTEND MKT 0.5%
Value ($000) $1,580 Shares 13,582 Est. Cost $113.14 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $1,334 Shares 9,596 Est. Cost $88.98 Unrealized +46.0%
IVE ISHARES TR S&P 500 VAL ETF 0.4%
Value ($000) $1,304 Shares 10,945 Est. Cost $92.55 Unrealized
AAXJ ISHARES TR MSCI AC ASIA ETF 0.3%
Value ($000) $1,122 Shares 16,924 Est. Cost $63.99 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $1,097 Shares 4,896 Est. Cost $42.77 Unrealized +17.4%
IEFA ISHARES TR CORE MSCI EAFE 0.3%
Value ($000) $1,053 Shares 17,242 Est. Cost $57.84 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.3%
Value ($000) $1,036 Shares 11,493 Est. Cost $73.34 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $969 Shares 16,048 Est. Cost $38.08 Unrealized +6.2%
PFE PFIZER INC 0.3%
Value ($000) $939 Shares 26,144 Est. Cost $29.13 Unrealized -7.2%
MCD MCDONALDS CORP 0.2%
Value ($000) $842 Shares 3,923 Est. Cost $146.92 Unrealized +25.8%
XLP SELECT SECTOR SPDR TR SBI CONS STPLS 0.2%
Value ($000) $729 Shares 11,862 Est. Cost $49.29 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.2%
Value ($000) $658 Shares 16,089 Est. Cost $37.70 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $628 Shares 2,696 Est. Cost $36.66 Unrealized +26.2%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $621 Shares 5,404 Est. Cost $78.84 Unrealized +33.3%
VCSH VANGUARD SHRT TRM CORP BD 0.2%
Value ($000) $584 Shares 7,200 Est. Cost $79.51 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $580 Shares 4,894 Est. Cost $86.32 Unrealized +6.0%
IXUS ISHARES TR CORE MSCI TOTAL 0.2%
Value ($000) $524 Shares 9,078 Est. Cost $58.36 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.1%
Value ($000) $497 Shares 10,132 Est. Cost $48.76 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.1%
Value ($000) $481 Shares 3,748 Est. Cost $106.89 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $418 Shares 4,964 Est. Cost $56.05 Unrealized +16.8%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $418 Shares 4,364 Est. Cost $67.76 Unrealized +4.1%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $410 Shares 3,424 Est. Cost $68.44 Unrealized +30.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $354 Shares 1,839 Est. Cost $120.79 Unrealized +46.1%
FLRN SPDR SER TR BLOMBERG BRC INV 0.1%
Value ($000) $353 Shares 11,481 Est. Cost $30.41 Unrealized
PGIM SHORT DURATION HIGH YIE 0.1%
Value ($000) $352 Shares 23,575 Est. Cost $14.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $350 Shares 1,681 Est. Cost $196.20 Unrealized +5.0%
VO VANGUARD INDEX FDS MID CAP 0.1%
Value ($000) $349 Shares 2,082 Est. Cost $154.26 Unrealized
IUSV ISHARES TR CORE S&P VLU ETF 0.1%
Value ($000) $339 Shares 5,864 Est. Cost $75.73 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $330 Shares 2,554 Est. Cost $107.16 Unrealized +2.6%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $318 Shares 2,186 Est. Cost $99.01 Unrealized +3.5%
IWR ISHARES RUS MID CAP 0.1%
Value ($000) $294 Shares 5,262 Est. Cost $51.58 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $291 Shares 4,211 Est. Cost $52.07 Unrealized +4.0%
VFH VANGUARD WORLD FDS FINANCIALS 0.1%
Value ($000) $284 Shares 4,053 Est. Cost $68.61 Unrealized
ISHARES IBONDS DEC25 0.1%
Value ($000) $274 Shares 10,584 Est. Cost $23.62 Unrealized
IGE ISHARES TR NA NAT RES 0.1%
Value ($000) $273 Shares 9,390 Est. Cost $33.43 Unrealized
BLACKROCK CORPOR HI YLD FD I 0.1%
Value ($000) $272 Shares 25,340 Est. Cost $10.75 Unrealized
ISHARES TR IBONDS DEC24 0.1%
Value ($000) $267 Shares 10,406 Est. Cost $23.96 Unrealized
DOW DOW INC 0.1%
Value ($000) $263 Shares 5,514 Est. Cost $33.38 Unrealized -1.9%
ISHARES TR IBONDS DEC21 0.1%
Value ($000) $253 Shares 10,119 Est. Cost $24.83 Unrealized
ISHARES TR IBONDS DEC 2023 0.1%
Value ($000) $253 Shares 9,898 Est. Cost $25.06 Unrealized
ISHARES TR 0.1%
Value ($000) $252 Shares 9,936 Est. Cost $25.26 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) $251 Shares 9,884 Est. Cost $25.39 Unrealized
SKT TANGER FACTORY OUTLET CTRS I 0.1%
Value ($000) $248 Shares 16,000 Est. Cost $16.19 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value ($000) $238 Shares 1,324 Est. Cost $114.04 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $237 Shares 4,791 Est. Cost $20.32 Unrealized +110.6%
RAYTHEON CO 0.1%
Value ($000) $229 Shares 1,165 Est. Cost $173.31 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $228 Shares 1,837 Est. Cost $100.99 Unrealized 0.0%
AMZN AMAZON COM INC 0.1%
Value ($000) $227 Shares 131 Est. Cost $56.53 Unrealized +64.0%
T AT&T INC 0.1%
Value ($000) $221 Shares 5,843 Est. Cost $14.88 Unrealized +14.3%
BLACKROCK ENHANCED EQT DIV T 0.1%
Value ($000) $217 Shares 23,619 Est. Cost $7.78 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $217 Shares 2,860 Est. Cost $51.77 Unrealized +1.6%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $213 Shares 1,319 Est. Cost $123.40 Unrealized +16.7%
INTC INTEL CORP 0.1%
Value ($000) $209 Shares 4,053 Est. Cost $42.19 Unrealized +2.0%
ENB ENBRIDGE INC 0.1%
Value ($000) $207 Shares 5,890 Est. Cost $23.49 Unrealized -3.6%
ORCL ORACLE CORP 0.1%
Value ($000) $204 Shares 3,700 Est. Cost $43.14 Unrealized +16.8%
PROTECTIVE INS CORP 0.1%
Value ($000) $191 Shares 10,968 Est. Cost $22.98 Unrealized
MEAR ISHARES US ETF TR SHT MAT MUN 0.1%
Value ($000) $190 Shares 3,796 Est. Cost $50.05 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $186 Shares 3,932 Est. Cost $38.16 Unrealized -0.0%
IP INTL PAPER CO 0.1%
Value ($000) $185 Shares 4,421 Est. Cost $29.41 Unrealized -0.2%
MMM 3M CO 0.1%
Value ($000) $181 Shares 1,099 Est. Cost $112.79 Unrealized -1.9%
TIP ISHARES TR TIPS BD ETF 0.1%
Value ($000) $181 Shares 1,558 Est. Cost $113.86 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $175 Shares 3,868 Est. Cost $38.80 Unrealized -4.6%
IBDR ISHARES TR IBONDS DEC2026 0.1%
Value ($000) $174 Shares 6,819 Est. Cost $25.03 Unrealized
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.1%
Value ($000) $172 Shares 3,638 Est. Cost $43.64 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $170 Shares 2,983 Est. Cost $49.46 Unrealized -8.4%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $169 Shares 2,387 Est. Cost $56.37 Unrealized -4.6%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $168 Shares 1,200 Est. Cost $66.35 Unrealized +62.3%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $162 Shares 3,937 Est. Cost $34.09 Unrealized -3.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $153 Shares 3,729 Est. Cost $27.30 Unrealized +1.1%
HEI/A HEICO CORP NEW 0.0%
Value ($000) $152 Shares 1,563 Est. Cost $104.97 Unrealized 0.0%
MARATHON OIL CORP 0.0%
Value ($000) $143 Shares 11,680 Est. Cost $14.21 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $139 Shares 780 Est. Cost $165.15 Unrealized +14.3%
CI CIGNA CORP NEW 0.0%
Value ($000) $138 Shares 909 Est. Cost $143.34 Unrealized +3.9%
EATON VANCE MUN BD FD 0.0%
Value ($000) $137 Shares 10,536 Est. Cost $12.29 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $131 Shares 2,401 Est. Cost $38.04 Unrealized +15.6%
IJT ISHARES TR SP SMCP600GR ETF 0.0%
Value ($000) $127 Shares 710 Est. Cost $130.51 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $127 Shares 2,860 Est. Cost $48.84 Unrealized -14.6%
IWM ISHARES TR RUSSELL 2000 ETF 0.0%
Value ($000) $126 Shares 835 Est. Cost $134.05 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $123 Shares 900 Est. Cost $95.52 Unrealized +14.5%
NOW SERVICENOW INC 0.0%
Value ($000) $114 Shares 449 Est. Cost $25.56 Unrealized +112.7%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $111 Shares 408 Est. Cost $134.76 Unrealized +97.5%
BND VANGUARD BD INDEX FD INC TOTAL BND MRKT 0.0%
Value ($000) $110 Shares 1,299 Est. Cost $82.90 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $109 Shares 1,440 Est. Cost $54.48 Unrealized +4.1%
VIG VANGUARD SPECIALIZED PORTFOL DIV APP 0.0%
Value ($000) $105 Shares 880 Est. Cost $80.24 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $102 Shares 691 Est. Cost $39.31 Unrealized +44.6%
BED BATH & BEYOND INC 0.0%
Value ($000) $102 Shares 9,600 Est. Cost $10.63 Unrealized
ICSH ISHARES TR ULTR SH TRM BD 0.0%
Value ($000) $101 Shares 2,000 Est. Cost $50.50 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.0%
Value ($000) $100 Shares 366 Est. Cost $190.36 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $97 Shares 5,161 Est. Cost $22.70 Unrealized -19.5%
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $91 Shares 760 Est. Cost $104.55 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.0%
Value ($000) $86 Shares 1,573 Est. Cost $50.58 Unrealized
SPLV INVESCO S&P500 LOW VOL 0.0%
Value ($000) $83 Shares 1,430 Est. Cost $47.55 Unrealized
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $82 Shares 42 Est. Cost $1933.58 Unrealized -1.5%
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $81 Shares 419 Est. Cost $176.18 Unrealized
MGC VANGUARD WORLD FDS MEGA CAP INDEX 0.0%
Value ($000) $80 Shares 773 Est. Cost $103.49 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $78 Shares 407 Est. Cost $70.85 Unrealized +163.8%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $77 Shares 5,411 Est. Cost $12.76 Unrealized
EATON VANCE FLTING RATE INC 0.0%
Value ($000) $77 Shares 5,805 Est. Cost $13.89 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $75 Shares 660 Est. Cost $54.58 Unrealized +57.1%
HD HOME DEPOT INC 0.0%
Value ($000) $71 Shares 308 Est. Cost $103.98 Unrealized +79.9%
GSLC GOLDMAN SACH TR EQUITY 0.0%
Value ($000) $65 Shares 1,080 Est. Cost $56.48 Unrealized
VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.0%
Value ($000) $65 Shares 712 Est. Cost $89.89 Unrealized
BSV VANGUARD BD INDEX FD INC SHORT TRM BOND 0.0%
Value ($000) $60 Shares 742 Est. Cost $80.86 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $59 Shares 48 Est. Cost $46.35 Unrealized +26.7%
GOOGL ALPHABET INC 0.0%
Value ($000) $59 Shares 48 Est. Cost $45.71 Unrealized +28.6%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $58 Shares 342 Est. Cost $150.17 Unrealized +17.8%
V VISA INC 0.0%
Value ($000) $57 Shares 334 Est. Cost $97.66 Unrealized +74.4%
BFH ALLIANCE DATA SYSTEMS CORP 0.0%
Value ($000) $55 Shares 430 Est. Cost $145.82 Unrealized -31.1%
DBEF DBX TR XTRAK MSCI EAFE 0.0%
Value ($000) $52 Shares 1,602 Est. Cost $28.20 Unrealized
IYW ISHARES TR U.S. TECH ETF 0.0%
Value ($000) $51 Shares 250 Est. Cost $116.44 Unrealized
SHYG ISHARES TR 0-5YR HI YL CP 0.0%
Value ($000) $50 Shares 1,082 Est. Cost $46.21 Unrealized
XMUIX BLACKROCK MUNI INTER DR FD I 0.0%
Value ($000) $49 Shares 3,478 Est. Cost $14.61 Unrealized
UNILEVER PLC 0.0%
Value ($000) $48 Shares 804 Est. Cost $55.70 Unrealized
VT VANGUARD INTL EQUITY INDEX TT WRLD ST ETF 0.0%
Value ($000) $46 Shares 611 Est. Cost $62.19 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $37.69 Unrealized +17.0%
RWO SPDR INDEX DJ GLB RL ES 0.0%
Value ($000) $42 Shares 818 Est. Cost $50.15 Unrealized
CITRIX SYS INC 0.0%
Value ($000) $42 Shares 435 Est. Cost $98.85 Unrealized
BAC BANK AMER CORP 0.0%
Value ($000) $41 Shares 1,422 Est. Cost $14.74 Unrealized +66.7%
IWO ISHARES TR RUS 2000 GRW ETF 0.0%
Value ($000) $39 Shares 200 Est. Cost $195.00 Unrealized
BP BP PLC 0.0%
Value ($000) $39 Shares 1,019 Est. Cost $42.79 Unrealized
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.0%
Value ($000) $39 Shares 323 Est. Cost $98.88 Unrealized
CE EATON CORP PLC 0.0%
Value ($000) $38 Shares 310 Est. Cost $99.99 Unrealized 0.0%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $37 Shares 857 Est. Cost $44.86 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $37 Shares 295 Est. Cost $89.16 Unrealized +29.4%
IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 0.0%
Value ($000) $37 Shares 280 Est. Cost $103.57 Unrealized
VIOO VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 0.0%
Value ($000) $36 Shares 250 Est. Cost $108.00 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $36 Shares 304 Est. Cost $49.72 Unrealized +91.2%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $36 Shares 386 Est. Cost $42.44 Unrealized +70.7%
FIRST TR ENERGY INCOME & GRW 0.0%
Value ($000) $36 Shares 1,573 Est. Cost $26.34 Unrealized
NVS NOVARTIS A G 0.0%
Value ($000) $35 Shares 405 Est. Cost $82.57 Unrealized
MET METLIFE INC 0.0%
Value ($000) $35 Shares 740 Est. Cost $33.68 Unrealized +14.2%
BLACKROCK INC 0.0%
Value ($000) $34 Shares 76 Est. Cost $512.29 Unrealized
U S SILICA HLDGS INC 0.0%
Value ($000) $34 Shares 3,600 Est. Cost $25.56 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $34 Shares 591 Est. Cost $35.65 Unrealized +59.1%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $33 Shares 711 Est. Cost $28.15 Unrealized +24.5%
VEEV VEEVA SYS INC 0.0%
Value ($000) $31 Shares 201 Est. Cost $40.84 Unrealized +292.8%
BIV VANGUARD BD INDEX FD INC INTERMED TERM 0.0%
Value ($000) $30 Shares 341 Est. Cost $85.04 Unrealized
BURL BURLINGTON STORES INC 0.0%
Value ($000) $29 Shares 143 Est. Cost $80.72 Unrealized +127.8%
HANESBRANDS INC 0.0%
Value ($000) $29 Shares 1,890 Est. Cost $25.00 Unrealized
CWB SPDR SERIES TRUST BLMBRG BRC CNVRT 0.0%
Value ($000) $29 Shares 555 Est. Cost $52.21 Unrealized
VGT VANGUARD WORLD FDS INF TECH 0.0%
Value ($000) $27 Shares 125 Est. Cost $179.62 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $27 Shares 973 Est. Cost $25.02 Unrealized +6.6%
EATON VANCE TX MGD DIV EQ IN 0.0%
Value ($000) $26 Shares 2,168 Est. Cost $11.43 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $26 Shares 104 Est. Cost $158.64 Unrealized +40.9%
XBKNX BLACKROCK INVT QUALITY MUN T 0.0%
Value ($000) $26 Shares 1,671 Est. Cost $14.96 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $26 Shares 864 Est. Cost $23.56 Unrealized +9.8%
XLB SELECT SECTOR SPDR TR SBI MATERIALS 0.0%
Value ($000) $25 Shares 428 Est. Cost $58.41 Unrealized
SPYD SPDR TRUST PRTFLO S&P500 HI 0.0%
Value ($000) $25 Shares 670 Est. Cost $37.31 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $25 Shares 300 Est. Cost $54.71 Unrealized +31.8%
BLACKROCK MUNI INCOME INV QL 0.0%
Value ($000) $25 Shares 1,732 Est. Cost $14.32 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $24 Shares 176 Est. Cost $126.42 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $24 Shares 473 Est. Cost $40.18 Unrealized -1.0%
VOYA GLBL ADV & PREM OPP FD 0.0%
Value ($000) $24 Shares 2,310 Est. Cost $12.12 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $24 Shares 200 Est. Cost $20.09 Unrealized +71.5%
ABEV AMBEV SA 0.0%
Value ($000) $23 Shares 4,960 Est. Cost $6.49 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $23 Shares 520 Est. Cost $50.96 Unrealized
SPIRIT AIRLS INC 0.0%
Value ($000) $23 Shares 630 Est. Cost $42.86 Unrealized
HDV ISHARES TR CORE HIGH DV 0.0%
Value ($000) $22 Shares 238 Est. Cost $92.44 Unrealized
IEI ISHARES TR 3 7 YR TREAS BD 0.0%
Value ($000) $22 Shares 172 Est. Cost $127.91 Unrealized
XLRE SELECT SECTOR SPDR TR RL EST SEL 0.0%
Value ($000) $21 Shares 540 Est. Cost $37.04 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $21 Shares 102 Est. Cost $45.53 Unrealized +403.0%
IBB ISHARES TR NASDAQ BIOTECH 0.0%
Value ($000) $21 Shares 212 Est. Cost $108.49 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $20 Shares 420 Est. Cost $28.57 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $20 Shares 54 Est. Cost $200.65 Unrealized +58.8%
OSUR ORASURE TECHNOLOGIES INC 0.0%
Value ($000) $20 Shares 2,620 Est. Cost $11.59 Unrealized -32.5%
PFS PROVIDENT FINL SVCS INC 0.0%
Value ($000) $20 Shares 808 Est. Cost $16.35 Unrealized +6.6%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $19 Shares 204 Est. Cost $26.55 Unrealized +51.4%
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $19 Shares 559 Est. Cost $33.99 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $19 Shares 300 Est. Cost $45.27 Unrealized +6.9%
ETF MANAGERS TR ETFMG ALTR HRVST 0.0%
Value ($000) $19 Shares 930 Est. Cost $39.78 Unrealized
STAG STAG INDL INC 0.0%
Value ($000) $19 Shares 629 Est. Cost $23.85 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $19 Shares 1,355 Est. Cost $9.08 Unrealized +11.5%
BLACKROCK GLOBAL OPP EQTY TR 0.0%
Value ($000) $19 Shares 1,820 Est. Cost $13.74 Unrealized
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $18 Shares 55 Est. Cost $145.60 Unrealized +130.1%
VUG VANGUARD INDEX GROWTH 0.0%
Value ($000) $18 Shares 111 Est. Cost $162.16 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $18 Shares 344 Est. Cost $46.43 Unrealized +10.0%
VTV VANGUARD INDEX VALUE 0.0%
Value ($000) $18 Shares 162 Est. Cost $111.11 Unrealized
NOMD NOMAD FOODS LTD 0.0%
Value ($000) $18 Shares 896 Est. Cost $16.53 Unrealized +29.0%
MOMO INC 0.0%
Value ($000) $18 Shares 577 Est. Cost $38.13 Unrealized
ROYAL DUTCH SHELL PLC B 0.0%
Value ($000) $18 Shares 304 Est. Cost $59.21 Unrealized
TMUS T MOBILE US INC 0.0%
Value ($000) $18 Shares 230 Est. Cost $60.44 Unrealized +25.3%
SUNTRUST BKS INC 0.0%
Value ($000) $17 Shares 248 Est. Cost $56.45 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $17 Shares 128 Est. Cost $96.88 Unrealized
IWP ISHARES TR RUS MD CP GR 0.0%
Value ($000) $17 Shares 120 Est. Cost $141.67 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $17 Shares 300 Est. Cost $59.69 Unrealized -1.5%
GENERAL ELECTRIC CO 0.0%
Value ($000) $17 Shares 1,925 Est. Cost $28.01 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $16 Shares 117 Est. Cost $112.62 Unrealized +15.4%
FRCB FIRST REP BK SAN FRANCISCO C 0.0%
Value ($000) $16 Shares 170 Est. Cost $98.24 Unrealized -5.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $16 Shares 270 Est. Cost $52.28 Unrealized +9.9%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $16 Shares 311 Est. Cost $41.20 Unrealized -10.7%
UNP UNION PAC CORP 0.0%
Value ($000) $16 Shares 96 Est. Cost $80.32 Unrealized +81.5%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $16 Shares 146 Est. Cost $107.56 Unrealized +3.7%
CB CHUBB LIMITED 0.0%
Value ($000) $16 Shares 100 Est. Cost $108.37 Unrealized +28.6%
BLACKROCK ENERGY & RES TR 0.0%
Value ($000) $16 Shares 1,447 Est. Cost $13.43 Unrealized
THOMSON REUTERS CORP 0.0%
Value ($000) $15 Shares 223 Est. Cost $49.33 Unrealized
KAYNE ANDERSN MLP MIDS INVT 0.0%
Value ($000) $15 Shares 1,042 Est. Cost $15.77 Unrealized
XLE SELECT SECTOR SPDR TR SBI INT-ENERGY 0.0%
Value ($000) $15 Shares 262 Est. Cost $65.29 Unrealized
CONSOLIDATED COMM HLDGS INC 0.0%
Value ($000) $15 Shares 3,053 Est. Cost $4.91 Unrealized
FIVE FIVE BELOW INC 0.0%
Value ($000) $15 Shares 118 Est. Cost $39.36 Unrealized +208.5%
ALLIANZGI NFJ DIVID INT & PR 0.0%
Value ($000) $15 Shares 1,213 Est. Cost $12.37 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $14 Shares 129 Est. Cost $57.46 Unrealized +56.0%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $14 Shares 205 Est. Cost $86.63 Unrealized -11.1%
VVV VALVOLINE INC 0.0%
Value ($000) $14 Shares 635 Est. Cost $23.60 Unrealized -9.1%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $14 Shares 120 Est. Cost $87.10 Unrealized +7.3%
HDB HDFC BANK LTD 0.0%
Value ($000) $14 Shares 248 Est. Cost $60.48 Unrealized
PROOFPOINT INC 0.0%
Value ($000) $13 Shares 99 Est. Cost $70.71 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $13 Shares 100 Est. Cost $93.13 Unrealized +44.2%
DISCOVER FINL SVCS 0.0%
Value ($000) $13 Shares 159 Est. Cost $57.09 Unrealized
MGA MAGNA INTL INC 0.0%
Value ($000) $13 Shares 252 Est. Cost $43.73 Unrealized -7.0%
BIIB BIOGEN INC 0.0%
Value ($000) $12 Shares 50 Est. Cost $378.09 Unrealized -38.4%
KMT KENNAMETAL INC 0.0%
Value ($000) $12 Shares 400 Est. Cost $24.51 Unrealized +7.5%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $12 Shares 100 Est. Cost $43.91 Unrealized +143.7%
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $12 Shares 87 Est. Cost $68.97 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $11 Shares 211 Est. Cost $37.91 Unrealized
GLW CORNING INC 0.0%
Value ($000) $11 Shares 390 Est. Cost $23.59 Unrealized +5.9%
PSX PHILLIPS 66 0.0%
Value ($000) $11 Shares 110 Est. Cost $71.85 Unrealized +7.6%
EIX EDISON INTL 0.0%
Value ($000) $11 Shares 144 Est. Cost $46.43 Unrealized +16.7%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $11 Shares 95 Est. Cost $80.47 Unrealized +30.0%
CWI SPDR INDEX SHS FDS MSCI ACWI EXUS 0.0%
Value ($000) $11 Shares 472 Est. Cost $28.94 Unrealized
TAN INVESCO SOLAR 0.0%
Value ($000) $11 Shares 374 Est. Cost $24.06 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $11 Shares 124 Est. Cost $45.90 Unrealized +75.7%
MDT MEDTRONIC PLC 0.0%
Value ($000) $11 Shares 100 Est. Cost $64.98 Unrealized +34.7%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $10 Shares 46 Est. Cost $121.70 Unrealized +78.4%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $10 Shares 226 Est. Cost $26.82 Unrealized +39.9%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $10 Shares 62 Est. Cost $92.51 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $10 Shares 69 Est. Cost $80.07 Unrealized +56.4%
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $9 Shares 89 Est. Cost $37.23 Unrealized +175.0%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $9 Shares 451 Est. Cost $39.00 Unrealized -43.4%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $9 Shares 100 Est. Cost $41.68 Unrealized +49.9%
PGX INVESCO EXCHANGE FD TR 0.0%
Value ($000) $9 Shares 597 Est. Cost $15.08 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $9 Shares 240 Est. Cost $49.24 Unrealized -30.4%
HPQ HP INC 0.0%
Value ($000) $8 Shares 400 Est. Cost $9.70 Unrealized +62.2%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $8 Shares 85 Est. Cost $51.35 Unrealized +28.1%
NVCR NOVOCURE LTD 0.0%
Value ($000) $7 Shares 100 Est. Cost $19.65 Unrealized +306.9%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $7 Shares 40 Est. Cost $83.99 Unrealized +92.3%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $7 Shares 43 Est. Cost $74.44 Unrealized +91.2%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $7 Shares 45 Est. Cost $68.34 Unrealized +127.4%
DXJ WISDOMTREE TR JAPN HEDGE EQT 0.0%
Value ($000) $7 Shares 136 Est. Cost $46.61 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $7 Shares 754 Est. Cost $8.30 Unrealized -16.3%
SEATTLE GENETICS INC 0.0%
Value ($000) $7 Shares 85 Est. Cost $53.14 Unrealized
EWJ ISHARES IN CMSCI JPN ETF NEW 0.0%
Value ($000) $7 Shares 124 Est. Cost $48.39 Unrealized
AGG ISHARES TR CORE US AGGBD ET 0.0%
Value ($000) $7 Shares 62 Est. Cost $111.91 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $7 Shares 19 Est. Cost $250.00 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $7 Shares 114 Est. Cost $46.50 Unrealized -3.2%
UA UNDER ARMOUR INC 0.0%
Value ($000) $7 Shares 407 Est. Cost $27.67 Unrealized -28.8%
AURORA CANNABIS INC 0.0%
Value ($000) $6 Shares 1,392 Est. Cost $5.03 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value ($000) $6 Shares 55 Est. Cost $57.82 Unrealized +44.2%
MGM GROWTH PPTYS LLC 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.0%
Value ($000) $6 Shares 113 Est. Cost $44.80 Unrealized
HEXO CORP 0.0%
Value ($000) $6 Shares 1,395 Est. Cost $6.45 Unrealized
SPLUNK INC 0.0%
Value ($000) $6 Shares 49 Est. Cost $47.24 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $6 Shares 400 Est. Cost $7.96 Unrealized +45.4%
RUTHS HOSPITALITY GROUP INC 0.0%
Value ($000) $5 Shares 252 Est. Cost $15.87 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $5 Shares 9 Est. Cost $107.94 Unrealized +60.2%
LOGMEIN INC 0.0%
Value ($000) $5 Shares 74 Est. Cost $67.57 Unrealized
USCI UNITED STS COMMODITY INDEX COMM IDX 0.0%
Value ($000) $5 Shares 137 Est. Cost $45.77 Unrealized
PHYSICIANS RLTY TR 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.67 Unrealized
ALC ALCON INC 0.0%
Value ($000) $5 Shares 81 Est. Cost $57.87 Unrealized +2.2%
GENESEE & WYOMING CLASS 0.0%
Value ($000) $5 Shares 45 Est. Cost $76.19 Unrealized
ADBE ADOBE SYS INC 0.0%
Value ($000) $5 Shares 18 Est. Cost $105.86 Unrealized +175.8%
PPG PPG INDS INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $91.06 Unrealized +11.8%
ISHARES GOLD TRUST 0.0%
Value ($000) $4 Shares 270 Est. Cost $11.11 Unrealized
PHO INVESCO EXCHANGE TRADED FD WATER RES 0.0%
Value ($000) $4 Shares 110 Est. Cost $27.27 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $4 Shares 26 Est. Cost $71.70 Unrealized +109.4%
CANOPY GROWTH CORP 0.0%
Value ($000) $4 Shares 194 Est. Cost $30.93 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $13.85 Unrealized +13.1%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $74.62 Unrealized -14.1%
CBS CORP 0.0%
Value ($000) $3 Shares 68 Est. Cost $44.12 Unrealized
TD AMERITRADE HLDG CORP 0.0%
Value ($000) $3 Shares 54 Est. Cost $37.04 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $24.31 Unrealized -1.2%
CONCHO RES INC 0.0%
Value ($000) $3 Shares 39 Est. Cost $128.21 Unrealized
ASH ASHLAND GLOBAL HLDGS INC 0.0%
Value ($000) $3 Shares 45 Est. Cost $60.68 Unrealized +12.0%
RLY SSGA ACTIVE ETF TR 0.0%
Value ($000) $3 Shares 121 Est. Cost $24.79 Unrealized
XLF SELECT SECTOR SPDR TR SBI INT-FINL 0.0%
Value ($000) $3 Shares 108 Est. Cost $19.61 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $3 Shares 85 Est. Cost $20.25 Unrealized +15.4%
SPEU SPDR INDEX SHS FDS PORTFLO EURP 0.0%
Value ($000) $2 Shares 67 Est. Cost $29.85 Unrealized
TRS TRIMAS CORP 0.0%
Value ($000) $2 Shares 55 Est. Cost $23.60 Unrealized +28.0%
EMB ISHARES TR JPMORGAN USD EMG 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.00 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $2 Shares 1,300 Est. Cost $11.45 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 50 Est. Cost $22.34 Unrealized +55.9%
VOYA EMERGING MKTS HIGH DIVI 0.0%
Value ($000) $2 Shares 298 Est. Cost $9.18 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $108.08 Unrealized -15.5%
MILACRON HLDGS CORP 0.0%
Value ($000) $2 Shares 112 Est. Cost $17.86 Unrealized
FHI FEDERATED INVS INC PA 0.0%
Value ($000) $2 Shares 75 Est. Cost $19.44 Unrealized +26.1%
TBX PROSHARES TR SHT 7-10 YR 0.0%
Value ($000) $2 Shares 64 Est. Cost $31.25 Unrealized
VOYA RISK MANAGED NAT RES FD 0.0%
Value ($000) $1 Shares 215 Est. Cost $7.24 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $1 Shares 34 Est. Cost $62.87 Unrealized -34.3%
FHN FIRST HORIZON NATL CORP 0.0%
Value ($000) $1 Shares 52 Est. Cost $14.70 Unrealized -16.0%
PEN PENUMBRA INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $144.42 Unrealized +7.1%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $1 Shares 38 Est. Cost $24.19 Unrealized -12.2%
NKE NIKE INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $51.97 Unrealized +51.6%
GLOBALSCAPE INC 0.0%
Value ($000) $1 Shares 50 Est. Cost Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $69.17 Unrealized -1.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $86.96 Unrealized -21.3%
MOO VANECK VECTORS ETF TR AGRIBUSINESS 0.0%
Value ($000) $1 Shares 21 Est. Cost $48.43 Unrealized
TIVITY HEALTH INC 0.0%
Value ($000) $1 Shares 73 Est. Cost $13.70 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $125.48 Unrealized +40.3%
MELLANOX TECHNOLOGIES LTD 0.0%
Value ($000) $1 Shares 8 Est. Cost $83.33 Unrealized
CARRIZO OIL & GAS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $50.00 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
IXC ISHARES TR GLOBAL ENERG ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.57 Unrealized
AK STL HLDG CORP 0.0%
Value ($000) $0 Shares 177 Est. Cost Unrealized
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
PERSPECTA INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $31.25 Unrealized
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $0 Shares 20 Est. Cost $6.54 Unrealized +69.2%
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized