First PREMIER Bank Diversified Active

CIK: 0001653926 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 9, 2018

Total Value ($000): $161,975 (100.0% shares, 0.0% debt)

Holdings (279)

NWE NORTHWESTERN CORP 5.0%
Value ($000) $8,142 Shares 138,812 Est. Cost $36.53 Unrealized +18.1%
JNJ JOHNSON & JOHNSON 4.0%
Value ($000) $6,452 Shares 46,700 Est. Cost $79.70 Unrealized +35.5%
DUK DUKE ENERGY CORP 3.9%
Value ($000) $6,335 Shares 79,169 Est. Cost $47.93 Unrealized +25.2%
UNP UNION PACIFIC CORP 3.6%
Value ($000) $5,872 Shares 36,068 Est. Cost $75.64 Unrealized +68.9%
PG PROCTER & GAMBLE CO 3.3%
Value ($000) $5,407 Shares 64,978 Est. Cost $60.06 Unrealized +12.9%
AAPL APPLE COMPUTER INC 3.1%
Value ($000) $5,002 Shares 22,156 Est. Cost $28.24 Unrealized +74.4%
SO SOUTHERN CO 3.0%
Value ($000) $4,809 Shares 110,301 Est. Cost $30.19 Unrealized +13.5%
XEL XCEL ENERGY INC 2.7%
Value ($000) $4,362 Shares 92,413 Est. Cost $28.09 Unrealized +34.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 2.5%
Value ($000) $3,994 Shares 26,690 Est. Cost $106.68 Unrealized
VNQ VANGUARD REAL ESTATE INDEX FUND ETF 2.4%
Value ($000) $3,914 Shares 48,512 Est. Cost $80.44 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 2.3%
Value ($000) $3,770 Shares 71,411 Est. Cost $29.73 Unrealized +36.9%
PFE PFIZER INC 2.3%
Value ($000) $3,662 Shares 83,103 Est. Cost $21.17 Unrealized +30.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.1%
Value ($000) $3,419 Shares 15,966 Est. Cost $152.87 Unrealized +34.2%
MCD MCDONALD'S CORP 2.0%
Value ($000) $3,221 Shares 19,258 Est. Cost $92.18 Unrealized +46.2%
PEP PEPSICO INC 2.0%
Value ($000) $3,218 Shares 28,785 Est. Cost $75.59 Unrealized +19.5%
USB US BANCORP 1.8%
Value ($000) $2,930 Shares 55,479 Est. Cost $30.49 Unrealized +28.3%
MA MASTERCARD INC CL A 1.8%
Value ($000) $2,910 Shares 13,070 Est. Cost $92.19 Unrealized +117.3%
WFC WELLS FARGO & CO NEW 1.8%
Value ($000) $2,908 Shares 55,321 Est. Cost $40.90 Unrealized +13.7%
EMR EMERSON ELECTRIC CO 1.7%
Value ($000) $2,807 Shares 36,665 Est. Cost $41.16 Unrealized +50.5%
EVRG EVERGY INC 1.5%
Value ($000) $2,473 Shares 45,034 Est. Cost $40.19 Unrealized +6.3%
CSX CSX CORP 1.5%
Value ($000) $2,403 Shares 32,442 Est. Cost $11.79 Unrealized +83.0%
ADP AUTOMATIC DATA PROCESSING INC 1.4%
Value ($000) $2,206 Shares 14,641 Est. Cost $76.38 Unrealized +58.2%
RAYTHEON CO 1.3%
Value ($000) $2,108 Shares 10,200 Est. Cost $125.86 Unrealized
JPM J.P.MORGAN CHASE & CO 1.3%
Value ($000) $2,045 Shares 18,125 Est. Cost $53.30 Unrealized +73.8%
CVS CVS/CAREMARK CORPORATION 1.3%
Value ($000) $2,037 Shares 25,883 Est. Cost $58.40 Unrealized -3.3%
KO COCA-COLA CO 1.2%
Value ($000) $2,016 Shares 43,660 Est. Cost $31.85 Unrealized +14.0%
MRK MERCK & CO INC 1.2%
Value ($000) $1,972 Shares 27,796 Est. Cost $39.77 Unrealized +27.4%
AMGN AMGEN INC 1.2%
Value ($000) $1,958 Shares 9,451 Est. Cost $126.84 Unrealized +24.1%
GILD GILEAD SCIENCES INC 1.2%
Value ($000) $1,937 Shares 25,082 Est. Cost $54.10 Unrealized +5.1%
BRK/A BERKSHIRE HATHAWAY INC 1.2%
Value ($000) $1,920 Shares 6 Est. Cost $262373.40 Unrealized +18.0%
MSFT MICROSOFT CORP 1.1%
Value ($000) $1,851 Shares 16,183 Est. Cost $53.76 Unrealized +87.5%
MDU MDU RESOURCES GROUP 1.1%
Value ($000) $1,796 Shares 69,899 Est. Cost $5.41 Unrealized +58.7%
VO VANGUARD MID-CAP ETF 1.1%
Value ($000) $1,791 Shares 10,909 Est. Cost $121.11 Unrealized
MDLZ MONDELEZ INTL INC 1.1%
Value ($000) $1,782 Shares 41,474 Est. Cost $35.13 Unrealized +1.3%
ALERIAN MLP-ETF 1.0%
Value ($000) $1,672 Shares 156,606 Est. Cost $11.54 Unrealized
BKH BLACK HILLS CORP 1.0%
Value ($000) $1,632 Shares 28,094 Est. Cost $33.17 Unrealized +36.4%
ES EVERSOURCE ENERGY NPV 1.0%
Value ($000) $1,579 Shares 25,703 Est. Cost $36.76 Unrealized +28.3%
INTC INTEL CORP 0.9%
Value ($000) $1,405 Shares 29,732 Est. Cost $27.15 Unrealized +52.9%
LAMR LAMAR ADVERTISING CO CLASS A 0.8%
Value ($000) $1,318 Shares 16,939 Est. Cost $71.91 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $1,307 Shares 24,470 Est. Cost $29.57 Unrealized +20.5%
UNITED TECHNOLOGIES CORP COM 0.8%
Value ($000) $1,297 Shares 9,279 Est. Cost $107.72 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.8%
Value ($000) $1,231 Shares 12,969 Est. Cost $67.76 Unrealized +26.4%
WK WORKIVA INC COM CL A 0.7%
Value ($000) $1,211 Shares 30,652 Est. Cost $21.04 Unrealized +47.8%
ENB ENBRIDGE, INC. 0.7%
Value ($000) $1,183 Shares 36,660 Est. Cost $24.41 Unrealized -10.0%
FLTR VANECK VECTORS INVESTMENT GRADE FLOATING RATE ETF 0.7%
Value ($000) $1,175 Shares 46,385 Est. Cost $25.11 Unrealized
WM WASTE MANAGEMENT INC 0.7%
Value ($000) $1,147 Shares 12,690 Est. Cost $44.64 Unrealized +75.3%
ROYAL DUTCH SHELL PLC ADR CLASS B 0.7%
Value ($000) $1,103 Shares 15,549 Est. Cost $50.18 Unrealized
VB VANGUARD SMALL-CAP ETF 0.7%
Value ($000) $1,096 Shares 6,739 Est. Cost $112.41 Unrealized
WMT WALMART INC 0.6%
Value ($000) $1,048 Shares 11,148 Est. Cost $19.12 Unrealized +43.0%
C CITIGROUP INC 0.6%
Value ($000) $981 Shares 13,676 Est. Cost $39.97 Unrealized +37.0%
WY WEYERHAEUSER CO. 0.6%
Value ($000) $905 Shares 28,024 Est. Cost $22.58 Unrealized +14.8%
DIS WALT DISNEY COMPANY (HOLDING COMPANY) 0.5%
Value ($000) $861 Shares 7,361 Est. Cost $96.71 Unrealized +10.2%
ETR ENTERGY CORP 0.5%
Value ($000) $848 Shares 10,450 Est. Cost $22.59 Unrealized +39.7%
VNQI VANGUARD GLOBAL EX-US REAL ESTATE ETF 0.5%
Value ($000) $837 Shares 14,889 Est. Cost $51.46 Unrealized
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $787 Shares 10,727 Est. Cost $37.22 Unrealized +55.4%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.5%
Value ($000) $768 Shares 18,735 Est. Cost $34.42 Unrealized
SBUX STARBUCKS CORP 0.4%
Value ($000) $658 Shares 11,563 Est. Cost $47.24 Unrealized -4.6%
BK BANK NEW YORK MELLON CORP COM 0.4%
Value ($000) $652 Shares 12,794 Est. Cost $34.21 Unrealized +24.8%
AMZN AMAZON.COM INC 0.4%
Value ($000) $623 Shares 311 Est. Cost $58.24 Unrealized +61.5%
SYY SYSCO CORP 0.4%
Value ($000) $614 Shares 8,380 Est. Cost $33.87 Unrealized +75.0%
KHC KRAFT HEINZ CO 0.4%
Value ($000) $614 Shares 11,129 Est. Cost $47.65 Unrealized -12.3%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND ETF 0.4%
Value ($000) $602 Shares 7,942 Est. Cost $57.76 Unrealized
CME CME GROUP INC COM 0.4%
Value ($000) $577 Shares 3,387 Est. Cost $71.29 Unrealized +81.1%
GENERAL ELECTRIC CO 0.4%
Value ($000) $576 Shares 51,015 Est. Cost $30.62 Unrealized
BLACKSTONE GROUP L P COM UNIT LTD 0.4%
Value ($000) $571 Shares 15,000 Est. Cost $32.00 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $548 Shares 7,614 Est. Cost $45.94 Unrealized +18.9%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $546 Shares 1,578 Est. Cost $264.26 Unrealized 0.0%
MDT MEDTRONIC PLC 0.3%
Value ($000) $542 Shares 5,511 Est. Cost $64.20 Unrealized +18.8%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.3%
Value ($000) $537 Shares 6,867 Est. Cost $79.27 Unrealized
PAYX PAYCHEX INC COM 0.3%
Value ($000) $512 Shares 6,954 Est. Cost $39.50 Unrealized +46.7%
CLX CLOROX CO 0.3%
Value ($000) $512 Shares 3,401 Est. Cost $97.82 Unrealized +17.2%
DOWDUPONT INC 0.3%
Value ($000) $497 Shares 7,721 Est. Cost $68.47 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $451 Shares 7,257 Est. Cost $45.35 Unrealized -0.8%
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $448 Shares 9,173 Est. Cost $21.29 Unrealized +69.3%
ABBV ABBVIE INC 0.3%
Value ($000) $447 Shares 4,730 Est. Cost $50.24 Unrealized +37.7%
CVX CHEVRON CORPORATION 0.3%
Value ($000) $435 Shares 3,560 Est. Cost $62.14 Unrealized +41.5%
CMP COMPASS MINERALS INTERNATIONAL INC 0.3%
Value ($000) $422 Shares 6,270 Est. Cost $53.47 Unrealized -0.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $389 Shares 8,990 Est. Cost $39.46 Unrealized
RAVEN INDUSTRIES INC 0.2%
Value ($000) $376 Shares 8,218 Est. Cost $17.32 Unrealized
ELEMENTS ROGERS INTERNATIONAL COMMODITY INDEX - ETF 0.2%
Value ($000) $355 Shares 63,427 Est. Cost $4.63 Unrealized
BXMT BLACKSTONE MTG TR INC 0.2%
Value ($000) $346 Shares 10,315 Est. Cost $32.19 Unrealized
CAG CONAGRA BRANDS INC 0.2%
Value ($000) $340 Shares 10,000 Est. Cost $22.44 Unrealized +21.8%
NSC NORFOLK SOUTHERN CORP COM 0.2%
Value ($000) $337 Shares 1,864 Est. Cost $76.27 Unrealized +93.0%
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $332 Shares 6,160 Est. Cost $48.59 Unrealized -15.4%
MMM 3M CO 0.2%
Value ($000) $299 Shares 1,420 Est. Cost $98.80 Unrealized +33.8%
T AT&T INC. 0.2%
Value ($000) $271 Shares 8,048 Est. Cost $13.06 Unrealized +10.9%
DNP SELECT INCOME FUND INC 0.2%
Value ($000) $261 Shares 23,571 Est. Cost $10.24 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $260 Shares 3,054 Est. Cost $54.58 Unrealized +6.6%
GLAXOSMITHKLINE PLC ADR 0.1%
Value ($000) $221 Shares 5,519 Est. Cost $40.13 Unrealized
EXC EXELON CORPORATION 0.1%
Value ($000) $220 Shares 5,034 Est. Cost $21.39 Unrealized +11.3%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $217 Shares 1,920 Est. Cost $118.93 Unrealized
ROYAL DUTCH SHELL PLC ADR CLASS A 0.1%
Value ($000) $214 Shares 3,147 Est. Cost $49.51 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $204 Shares 2,646 Est. Cost $38.77 Unrealized +45.4%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $189 Shares 647 Est. Cost $238.02 Unrealized
ZBH ZIMMER HOLDINGS INC 0.1%
Value ($000) $180 Shares 1,370 Est. Cost $95.16 Unrealized +17.6%
CMI CUMMINS INC (EX. CUMMINS ENGINE INC) 0.1%
Value ($000) $178 Shares 1,218 Est. Cost $94.73 Unrealized +22.7%
NVS NOVARTIS AG ADR 0.1%
Value ($000) $178 Shares 2,065 Est. Cost $82.12 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $177 Shares 1,066 Est. Cost $104.96 Unrealized +15.9%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $159 Shares 607 Est. Cost $141.36 Unrealized +55.8%
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $158 Shares 1,500 Est. Cost $98.67 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $152 Shares 1,030 Est. Cost $130.40 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $146 Shares 1,242 Est. Cost $75.44 Unrealized +17.2%
VBR VANGUARD SMALL-CAP VALUE ETF 0.1%
Value ($000) $127 Shares 910 Est. Cost $127.47 Unrealized
CDK GLOBAL INC 0.1%
Value ($000) $124 Shares 1,987 Est. Cost $47.44 Unrealized
BB & T CORPORATION 0.1%
Value ($000) $124 Shares 2,540 Est. Cost $42.30 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $122 Shares 2,250 Est. Cost $44.89 Unrealized
UNILEVER NV ADR 0.1%
Value ($000) $119 Shares 2,125 Est. Cost $48.75 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $114 Shares 808 Est. Cost $93.11 Unrealized +26.1%
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value ($000) $111 Shares 978 Est. Cost $105.78 Unrealized
PIMCO CORPORATE & INCOME STRATEGY FUND 0.1%
Value ($000) $109 Shares 5,967 Est. Cost $15.38 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $109 Shares 2,108 Est. Cost $40.69 Unrealized +7.1%
V VISA INC CLASS A 0.1%
Value ($000) $105 Shares 700 Est. Cost $72.17 Unrealized +87.2%
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.1%
Value ($000) $102 Shares 2,904 Est. Cost $34.05 Unrealized -8.1%
JOHN HANCOCK PREMIUM DIV FD 0.1%
Value ($000) $101 Shares 6,228 Est. Cost $16.38 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $99 Shares 834 Est. Cost $95.92 Unrealized
DVY ISHARES SELECT DIVIDEND - ETF 0.1%
Value ($000) $95 Shares 956 Est. Cost $75.31 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $95 Shares 934 Est. Cost $52.61 Unrealized +30.5%
IBM INTERNATIONAL BUSINESS MACHINES CORP IBM 0.1%
Value ($000) $94 Shares 620 Est. Cost $101.49 Unrealized -0.2%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $93 Shares 842 Est. Cost $99.76 Unrealized
CE CELANESE CORP DEL COM SER A 0.1%
Value ($000) $91 Shares 800 Est. Cost $89.41 Unrealized +11.3%
VSS VANGUARD FTSE ALL-WORLD EX US SMALL CAP INDEX FUND ETF 0.1%
Value ($000) $86 Shares 768 Est. Cost $114.58 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $85 Shares 871 Est. Cost $97.59 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.1%
Value ($000) $82 Shares 1,575 Est. Cost $54.60 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $82 Shares 1,184 Est. Cost $64.62 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $76 Shares 450 Est. Cost $152.05 Unrealized -11.1%
VEU VANGUARD FTSE ALL WORLD EX US ETF 0.0%
Value ($000) $75 Shares 1,450 Est. Cost $52.19 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $73 Shares 1,278 Est. Cost $38.35 Unrealized +12.3%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.0%
Value ($000) $73 Shares 842 Est. Cost $80.35 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $66 Shares 365 Est. Cost $152.34 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $63 Shares 3,579 Est. Cost $10.76 Unrealized +8.7%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $61 Shares 300 Est. Cost $203.33 Unrealized
TECH BIO-TECHNE CORP 0.0%
Value ($000) $61 Shares 300 Est. Cost $25.95 Unrealized +64.8%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $59 Shares 328 Est. Cost $158.62 Unrealized
TOTAL SA SPONSORED ADR 0.0%
Value ($000) $58 Shares 905 Est. Cost $47.51 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $54 Shares 261 Est. Cost $153.85 Unrealized +9.2%
MFA FINANCIAL INC 0.0%
Value ($000) $52 Shares 7,075 Est. Cost $7.35 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $51 Shares 450 Est. Cost $45.50 Unrealized +85.1%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $50 Shares 1,255 Est. Cost $28.78 Unrealized +5.5%
NEE NEXTERA ENERGY INC. COM 0.0%
Value ($000) $50 Shares 300 Est. Cost $29.73 Unrealized +19.3%
AZO AUTOZONE INC COM 0.0%
Value ($000) $50 Shares 65 Est. Cost $575.93 Unrealized +27.8%
PSX PHILLIPS 66 0.0%
Value ($000) $50 Shares 440 Est. Cost $63.43 Unrealized +35.7%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $48 Shares 585 Est. Cost $58.28 Unrealized +16.2%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $47 Shares 1,180 Est. Cost $32.67 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $46 Shares 100 Est. Cost $78.73 Unrealized +76.1%
CMCSA COMCAST CORP 0.0%
Value ($000) $46 Shares 1,302 Est. Cost $28.27 Unrealized +3.8%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $44 Shares 1,180 Est. Cost $20.85 Unrealized +29.8%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $44 Shares 727 Est. Cost $60.52 Unrealized
CFR CULLEN/FROST BANKERS INC 0.0%
Value ($000) $42 Shares 400 Est. Cost $52.78 Unrealized +68.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $42 Shares 707 Est. Cost $36.07 Unrealized -7.0%
PSCU INVESCO S&P SMALL CAP UTILITIES ETF 0.0%
Value ($000) $41 Shares 715 Est. Cost $54.55 Unrealized
WPP WPP PLC ADR 0.0%
Value ($000) $41 Shares 555 Est. Cost $86.19 Unrealized
EWG ISHARES MSCI GERMANY ETF 0.0%
Value ($000) $41 Shares 1,380 Est. Cost $28.99 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $40 Shares 528 Est. Cost $72.50 Unrealized
HRL HORMEL FOODS CORP. 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $29.45 Unrealized +7.2%
MRC GLOBAL INC 0.0%
Value ($000) $39 Shares 2,085 Est. Cost $16.31 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 0.0%
Value ($000) $37 Shares 332 Est. Cost $76.70 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $37 Shares 815 Est. Cost $49.35 Unrealized -10.8%
VIOO VANGUARD S&P SMALL CAP 600 ETF 0.0%
Value ($000) $37 Shares 235 Est. Cost $134.48 Unrealized
SPDR BARCLAYS HIGH YELD BOND ETF 0.0%
Value ($000) $36 Shares 996 Est. Cost $36.14 Unrealized
BIDU BAIDU INC ADR 0.0%
Value ($000) $35 Shares 155 Est. Cost $174.19 Unrealized
ABRAXAS PETROLEUM CORP 0.0%
Value ($000) $35 Shares 15,000 Est. Cost $2.87 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $34 Shares 115 Est. Cost $251.17 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $34 Shares 295 Est. Cost $60.81 Unrealized +49.7%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $33 Shares 421 Est. Cost $78.38 Unrealized
TDS TELEPHONE & DATA SYSTEMS INC 0.0%
Value ($000) $33 Shares 1,095 Est. Cost $27.44 Unrealized +4.0%
TRV TRAVELERS CO'S INC. 0.0%
Value ($000) $32 Shares 250 Est. Cost $110.86 Unrealized -0.9%
EPD ENTERPRISE PRODUCTS PARTNERS, LP 0.0%
Value ($000) $32 Shares 1,112 Est. Cost $28.78 Unrealized
CRANE CO 0.0%
Value ($000) $30 Shares 301 Est. Cost $63.12 Unrealized
BUD ANHEUSER BUSCH 0.0%
Value ($000) $29 Shares 320 Est. Cost $108.87 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $28 Shares 3,100 Est. Cost $7.68 Unrealized -10.8%
META FACEBOOK INC 0.0%
Value ($000) $28 Shares 173 Est. Cost $179.64 Unrealized +0.1%
BP BP PLC 0.0%
Value ($000) $28 Shares 613 Est. Cost $30.86 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $27 Shares 255 Est. Cost $62.41 Unrealized +50.8%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $27 Shares 250 Est. Cost $86.84 Unrealized +3.9%
DLR DIGITAL REALTY TRUST 0.0%
Value ($000) $27 Shares 239 Est. Cost $77.24 Unrealized +19.8%
BR BROADRIDGE FINL SOLUTIONS INCOM 0.0%
Value ($000) $26 Shares 195 Est. Cost $47.04 Unrealized +137.7%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $25 Shares 300 Est. Cost $90.00 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $25 Shares 225 Est. Cost $49.08 Unrealized +48.2%
AQUA AMERICA INC COM 0.0%
Value ($000) $24 Shares 650 Est. Cost $29.23 Unrealized
ABBNY ABB LTD SPONSORED ADR 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $22.00 Unrealized
ALLETE INC 0.0%
Value ($000) $24 Shares 315 Est. Cost $73.02 Unrealized
GOOGL ALPHABET INC CL A 0.0%
Value ($000) $24 Shares 20 Est. Cost $39.83 Unrealized +50.9%
GOOG ALPHABET INC CL C 0.0%
Value ($000) $24 Shares 20 Est. Cost $40.27 Unrealized +47.6%
VOD VODAFONE GROUP NEW 0.0%
Value ($000) $24 Shares 1,090 Est. Cost $32.11 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $23 Shares 500 Est. Cost $52.77 Unrealized -6.7%
NUVEEN MUNICIPAL VALUE 0.0%
Value ($000) $23 Shares 2,500 Est. Cost $10.59 Unrealized
CNH CNH INDUSTRIAL NV 0.0%
Value ($000) $23 Shares 1,950 Est. Cost $8.72 Unrealized 0.0%
CM CANADIAN IMPERIAL BANK OF COMMERCE 0.0%
Value ($000) $22 Shares 235 Est. Cost $30.91 Unrealized +4.3%
WESTERN ASSET HIGH YIELD DEFINED OPPORTUNITY 0.0%
Value ($000) $22 Shares 1,500 Est. Cost $15.11 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $22 Shares 250 Est. Cost $53.10 Unrealized +28.0%
SNY SANOFI SA SPONSORED ADR 0.0%
Value ($000) $22 Shares 500 Est. Cost $40.00 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $21 Shares 244 Est. Cost $86.07 Unrealized
BLACKROCK CREDIT ALLOCATION INCOME TRUST 0.0%
Value ($000) $21 Shares 1,700 Est. Cost $13.53 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $20 Shares 500 Est. Cost $36.37 Unrealized -2.2%
OHI OMEGA HEALTHCARE INVESTORS, INC. 0.0%
Value ($000) $20 Shares 615 Est. Cost $32.52 Unrealized
SLV ISHARES SILVER TRUST - ETF 0.0%
Value ($000) $20 Shares 1,485 Est. Cost $15.95 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $20 Shares 275 Est. Cost $36.64 Unrealized +76.4%
SJM JM SMUCKER CO 0.0%
Value ($000) $19 Shares 186 Est. Cost $86.02 Unrealized 0.0%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $19 Shares 444 Est. Cost $24.65 Unrealized +38.5%
CAT CATERPILLAR INC 0.0%
Value ($000) $19 Shares 125 Est. Cost $54.58 Unrealized +120.8%
TORTOISE ENERGY INFRASTRUCTURE FUND (CEF) 0.0%
Value ($000) $18 Shares 680 Est. Cost $27.94 Unrealized
PFF ISHARES US PREFERRED STOCK ETF 0.0%
Value ($000) $18 Shares 496 Est. Cost $36.29 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $18 Shares 300 Est. Cost $58.35 Unrealized -10.8%
ALL ALLSTATE CORP 0.0%
Value ($000) $18 Shares 184 Est. Cost $49.75 Unrealized +65.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $17 Shares 515 Est. Cost $26.09 Unrealized +26.8%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $17 Shares 220 Est. Cost $36.74 Unrealized +76.7%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $17 Shares 150 Est. Cost $86.50 Unrealized +0.1%
INN SUMMIT HOTEL PROPERTIES, LLC 0.0%
Value ($000) $17 Shares 1,282 Est. Cost $11.99 Unrealized
EWD ISHARES MSCI SWEDEN ETF 0.0%
Value ($000) $16 Shares 500 Est. Cost $30.00 Unrealized
NGG NATIONAL GRID PLC 0.0%
Value ($000) $16 Shares 304 Est. Cost $52.63 Unrealized
HSBC HSBC HOLDINGS PLC ADR REP 5 CORP COMMON 0.0%
Value ($000) $16 Shares 353 Est. Cost $38.24 Unrealized
FERRELLGAS PARTNERS L.P. 0.0%
Value ($000) $16 Shares 7,298 Est. Cost $2.19 Unrealized
KTOS KRATOS DEFENSE & SECURITY SOLUTIONS INC 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $11.02 Unrealized +19.9%
DHR DANAHER CORPORATION 0.0%
Value ($000) $15 Shares 140 Est. Cost $38.22 Unrealized +130.3%
D DOMINION ENERGY, INC. 0.0%
Value ($000) $14 Shares 200 Est. Cost $44.59 Unrealized +14.4%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $14 Shares 65 Est. Cost $169.23 Unrealized
IONS IONIS PHARMACEUTICAL 0.0%
Value ($000) $13 Shares 250 Est. Cost $50.80 Unrealized -7.5%
CEF NUVEEN REAL ASSET 0.0%
Value ($000) $13 Shares 825 Est. Cost $18.18 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $12 Shares 85 Est. Cost $141.18 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $12 Shares 400 Est. Cost $12.07 Unrealized +111.1%
GOVERNMENT PROPERTIES INCOME TRUST 0.0%
Value ($000) $12 Shares 1,056 Est. Cost $11.36 Unrealized
DON WISDOMTREE MIDCAP DIVIDEND FUND ETF 0.0%
Value ($000) $11 Shares 304 Est. Cost $36.18 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $10 Shares 80 Est. Cost $125.00 Unrealized
DLN WISDOMTREE LARGECAP DIVIDEND FUND ETF 0.0%
Value ($000) $10 Shares 101 Est. Cost $99.01 Unrealized
MFC MANULIFE FINANCIAL CORPORATION 0.0%
Value ($000) $10 Shares 535 Est. Cost $16.13 Unrealized +12.7%
HOLLYFRONTIER CORP COM 0.0%
Value ($000) $10 Shares 144 Est. Cost $48.61 Unrealized
GPMT GRANITE POINT MORTGAGE TRUST INC 0.0%
Value ($000) $10 Shares 500 Est. Cost $18.00 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $9 Shares 113 Est. Cost $52.65 Unrealized +5.4%
YUM YUM BRANDS INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $43.30 Unrealized +68.4%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $9 Shares 20 Est. Cost $6.74 Unrealized +41.2%
NKE NIKE INC 0.0%
Value ($000) $8 Shares 90 Est. Cost $50.01 Unrealized +45.9%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $8 Shares 115 Est. Cost $78.26 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $7 Shares 156 Est. Cost $20.98 Unrealized +85.6%
CSGS CSG SYSTEMS INTL, INC. 0.0%
Value ($000) $6 Shares 150 Est. Cost $38.83 Unrealized -12.9%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $6 Shares 101 Est. Cost $59.41 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $6 Shares 30 Est. Cost $200.00 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $6 Shares 70 Est. Cost $30.87 Unrealized +61.1%
CEF SPROTT PHYSICAL GOLD & SILVER TRUST 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.00 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF 0.0%
Value ($000) $6 Shares 60 Est. Cost $100.00 Unrealized
SUPERVALU INC 0.0%
Value ($000) $5 Shares 158 Est. Cost $18.99 Unrealized
NEW YORK COMMUNITY BANCORP INC 0.0%
Value ($000) $5 Shares 450 Est. Cost $15.56 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $5 Shares 110 Est. Cost $40.46 Unrealized -13.6%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $26.74 Unrealized +33.2%
FPAYQ FLEXSHOPPER INC 0.0%
Value ($000) $3 Shares 3,000 Est. Cost $4.10 Unrealized -27.4%
NFLX NETFLIX, INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $36.30 Unrealized 0.0%
COTY COTY, INC. 0.0%
Value ($000) $3 Shares 234 Est. Cost $11.99 Unrealized 0.0%
CC CHEMOURS CO 0.0%
Value ($000) $2 Shares 60 Est. Cost $9.08 Unrealized +256.7%
LP ENERGY TRANSFER PARTNERS 0.0%
Value ($000) $2 Shares 73 Est. Cost $13.70 Unrealized
PPC PILGRIMSPRIDE CORP 0.0%
Value ($000) $2 Shares 138 Est. Cost $26.31 Unrealized -29.7%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $87.80 Unrealized 0.0%
HCP 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.25 Unrealized
AVNS AVANOS MEDICAL, INC. 0.0%
Value ($000) $1 Shares 18 Est. Cost $64.35 Unrealized 0.0%
AGNC AGNC INVT CORP 0.0%
Value ($000) $1 Shares 31 Est. Cost $32.26 Unrealized
RITM NEW RESIDENTIAL INVESTMENT CORP 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.41 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $53.66 Unrealized 0.0%
UQM TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
DAKT DAKTRONICS INC 0.0%
Value ($000) $1 Shares 80 Est. Cost $7.07 Unrealized +9.7%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $230.64 Unrealized 0.0%
NVDA NVIDIA CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $6.44 Unrealized 0.0%
CITRIX SYSTEMS, INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
LNC LINCOLN NATIONAL CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $47.56 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $41.75 Unrealized 0.0%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $1 Shares 19 Est. Cost $50.74 Unrealized 0.0%
ROST ROSS STORES INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $85.36 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $1 Shares 3 Est. Cost $339.07 Unrealized 0.0%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $75.30 Unrealized 0.0%
QUANTUM CORP COM NEW 0.0%
Value ($000) $0 Shares 62 Est. Cost Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $69.30 Unrealized 0.0%
PK PARK HOTEL RESORTS INC 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $78.84 Unrealized 0.0%
ANGL VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
GDXJ VANECK VECTORS JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $0 Shares 13 Est. Cost $76.92 Unrealized
CENTURYLINK INC COM 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized
TRIBUNE MEDIA CO 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
EWBC EAST WEST BANCORP, INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $53.25 Unrealized 0.0%
AMERICAN INTL GROUP INC DUE 01/19/21 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized