First PREMIER Bank Diversified Active

CIK: 0001653926 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 14, 2019

Total Value ($000): $154,876 (100.0% shares, 0.0% debt)

Holdings (298)

NWE NORTHWESTERN CORP 5.3%
Value ($000) $8,134 Shares 136,839 Est. Cost $36.53 Unrealized +23.3%
DUK DUKE ENERGY CORP 4.4%
Value ($000) $6,831 Shares 79,145 Est. Cost $47.93 Unrealized +33.3%
JNJ JOHNSON & JOHNSON 3.9%
Value ($000) $6,073 Shares 47,051 Est. Cost $79.70 Unrealized +43.2%
PG PROCTER & GAMBLE CO 3.9%
Value ($000) $5,966 Shares 64,901 Est. Cost $60.06 Unrealized +24.5%
UNP UNION PACIFIC CORP 3.2%
Value ($000) $5,002 Shares 36,183 Est. Cost $75.64 Unrealized +67.1%
SO SOUTHERN CO 3.1%
Value ($000) $4,874 Shares 110,971 Est. Cost $30.19 Unrealized +13.4%
XEL XCEL ENERGY INC 2.9%
Value ($000) $4,518 Shares 91,690 Est. Cost $28.09 Unrealized +43.4%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 2.4%
Value ($000) $3,721 Shares 71,477 Est. Cost $29.73 Unrealized +42.3%
PFE PFIZER INC 2.4%
Value ($000) $3,660 Shares 83,858 Est. Cost $21.17 Unrealized +41.9%
VNQ VANGUARD REAL ESTATE INDEX FUND ETF 2.4%
Value ($000) $3,649 Shares 48,945 Est. Cost $80.44 Unrealized
AAPL APPLE COMPUTER INC 2.3%
Value ($000) $3,623 Shares 22,969 Est. Cost $28.87 Unrealized +59.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 2.3%
Value ($000) $3,587 Shares 28,104 Est. Cost $107.73 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.2%
Value ($000) $3,471 Shares 17,001 Est. Cost $156.28 Unrealized +33.7%
MCD MCDONALD'S CORP 2.2%
Value ($000) $3,412 Shares 19,221 Est. Cost $92.18 Unrealized +62.8%
PEP PEPSICO INC 2.1%
Value ($000) $3,322 Shares 30,067 Est. Cost $76.24 Unrealized +18.9%
USB US BANCORP 1.8%
Value ($000) $2,724 Shares 59,622 Est. Cost $31.03 Unrealized +23.4%
EVRG EVERGY INC 1.7%
Value ($000) $2,571 Shares 45,289 Est. Cost $40.19 Unrealized +9.4%
WFC WELLS FARGO & CO NEW 1.6%
Value ($000) $2,530 Shares 54,902 Est. Cost $40.90 Unrealized +2.8%
MA MASTERCARD INC CL A 1.6%
Value ($000) $2,466 Shares 13,070 Est. Cost $92.19 Unrealized +107.1%
VEU VANGUARD FTSE ALL WORLD EX US ETF 1.5%
Value ($000) $2,278 Shares 49,973 Est. Cost $45.78 Unrealized
EMR EMERSON ELECTRIC CO 1.4%
Value ($000) $2,186 Shares 36,583 Est. Cost $41.16 Unrealized +38.5%
MRK MERCK & CO INC 1.4%
Value ($000) $2,135 Shares 27,926 Est. Cost $39.77 Unrealized +42.1%
KO COCA-COLA CO 1.4%
Value ($000) $2,097 Shares 44,267 Est. Cost $31.94 Unrealized +20.2%
CSX CSX CORP 1.3%
Value ($000) $2,016 Shares 32,442 Est. Cost $11.79 Unrealized +77.2%
ADP AUTOMATIC DATA PROCESSING INC 1.2%
Value ($000) $1,920 Shares 14,641 Est. Cost $76.38 Unrealized +58.6%
MSFT MICROSOFT CORP 1.2%
Value ($000) $1,905 Shares 18,754 Est. Cost $60.10 Unrealized +66.4%
AMGN AMGEN INC 1.2%
Value ($000) $1,863 Shares 9,570 Est. Cost $127.21 Unrealized +23.3%
BRK/A BERKSHIRE HATHAWAY INC 1.2%
Value ($000) $1,836 Shares 6 Est. Cost $262373.40 Unrealized +19.3%
JPM J.P.MORGAN CHASE & CO 1.1%
Value ($000) $1,778 Shares 18,207 Est. Cost $53.30 Unrealized +64.2%
BKH BLACK HILLS CORP 1.1%
Value ($000) $1,751 Shares 27,885 Est. Cost $33.17 Unrealized +43.8%
CVS CVS/CAREMARK CORPORATION 1.1%
Value ($000) $1,712 Shares 26,128 Est. Cost $58.40 Unrealized +1.7%
ES EVERSOURCE ENERGY NPV 1.1%
Value ($000) $1,671 Shares 25,703 Est. Cost $36.76 Unrealized +37.7%
MDLZ MONDELEZ INTL INC 1.1%
Value ($000) $1,668 Shares 41,684 Est. Cost $35.13 Unrealized +1.9%
RAYTHEON CO 1.0%
Value ($000) $1,565 Shares 10,200 Est. Cost $125.86 Unrealized
VO VANGUARD MID-CAP ETF 1.0%
Value ($000) $1,539 Shares 11,143 Est. Cost $121.47 Unrealized
INTC INTEL CORP 0.9%
Value ($000) $1,396 Shares 29,732 Est. Cost $27.15 Unrealized +48.1%
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $1,390 Shares 22,222 Est. Cost $54.10 Unrealized -2.0%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $1,386 Shares 24,642 Est. Cost $29.57 Unrealized +30.6%
VHT VANGUARD HEALTH CARE ETF 0.9%
Value ($000) $1,329 Shares 8,276 Est. Cost $160.51 Unrealized
ALERIAN MLP-ETF 0.8%
Value ($000) $1,245 Shares 142,664 Est. Cost $11.54 Unrealized
LAMR LAMAR ADVERTISING CO CLASS A 0.8%
Value ($000) $1,173 Shares 16,972 Est. Cost $71.91 Unrealized
FLTR VANECK VECTORS INVESTMENT GRADE FLOATING RATE ETF 0.7%
Value ($000) $1,145 Shares 46,385 Est. Cost $25.11 Unrealized
WM WASTE MANAGEMENT INC 0.7%
Value ($000) $1,129 Shares 12,690 Est. Cost $44.64 Unrealized +78.5%
WK WORKIVA INC COM CL A 0.7%
Value ($000) $1,100 Shares 30,652 Est. Cost $21.04 Unrealized +67.0%
MDU MDU RESOURCES GROUP 0.7%
Value ($000) $1,091 Shares 45,734 Est. Cost $5.41 Unrealized +45.8%
WMT WALMART INC 0.7%
Value ($000) $1,038 Shares 11,148 Est. Cost $19.12 Unrealized +50.4%
COF CAPITAL ONE FINANCIAL CORP 0.7%
Value ($000) $1,032 Shares 13,639 Est. Cost $68.20 Unrealized +12.3%
UNITED TECHNOLOGIES CORP COM 0.6%
Value ($000) $988 Shares 9,279 Est. Cost $107.72 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.6%
Value ($000) $974 Shares 5,838 Est. Cost $168.71 Unrealized
ETR ENTERGY CORP 0.6%
Value ($000) $899 Shares 10,450 Est. Cost $22.59 Unrealized +45.2%
VB VANGUARD SMALL-CAP ETF 0.6%
Value ($000) $889 Shares 6,739 Est. Cost $112.41 Unrealized
DIS WALT DISNEY COMPANY (HOLDING COMPANY) 0.5%
Value ($000) $849 Shares 7,747 Est. Cost $97.33 Unrealized +12.1%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.5%
Value ($000) $786 Shares 20,628 Est. Cost $34.76 Unrealized
VNQI VANGUARD GLOBAL EX-US REAL ESTATE ETF 0.5%
Value ($000) $781 Shares 14,898 Est. Cost $51.46 Unrealized
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $776 Shares 10,727 Est. Cost $37.22 Unrealized +67.0%
C CITIGROUP INC 0.5%
Value ($000) $720 Shares 13,821 Est. Cost $40.07 Unrealized +23.2%
SBUX STARBUCKS CORP 0.5%
Value ($000) $716 Shares 11,128 Est. Cost $47.24 Unrealized +13.6%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.5%
Value ($000) $698 Shares 18,792 Est. Cost $38.25 Unrealized
ENB ENBRIDGE, INC. 0.4%
Value ($000) $659 Shares 21,168 Est. Cost $24.41 Unrealized -17.1%
CME CME GROUP INC COM 0.4%
Value ($000) $646 Shares 3,432 Est. Cost $72.22 Unrealized +97.0%
VOO VANGUARD 500 INDEX FUND ETF 0.4%
Value ($000) $643 Shares 2,800 Est. Cost $229.64 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.4%
Value ($000) $602 Shares 12,794 Est. Cost $34.21 Unrealized +15.9%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.3%
Value ($000) $540 Shares 6,935 Est. Cost $79.27 Unrealized
CLX CLOROX CO 0.3%
Value ($000) $524 Shares 3,401 Est. Cost $97.82 Unrealized +29.3%
SYY SYSCO CORP 0.3%
Value ($000) $521 Shares 8,310 Est. Cost $33.87 Unrealized +64.5%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND ETF 0.3%
Value ($000) $520 Shares 7,942 Est. Cost $57.76 Unrealized
KHC KRAFT HEINZ CO 0.3%
Value ($000) $519 Shares 12,034 Est. Cost $46.82 Unrealized -21.8%
MDT MEDTRONIC PLC 0.3%
Value ($000) $502 Shares 5,511 Est. Cost $64.20 Unrealized +20.2%
ABBV ABBVIE INC 0.3%
Value ($000) $459 Shares 4,978 Est. Cost $50.96 Unrealized +27.1%
ROYAL DUTCH SHELL PLC ADR CLASS B 0.3%
Value ($000) $454 Shares 7,587 Est. Cost $50.18 Unrealized
PAYX PAYCHEX INC COM 0.3%
Value ($000) $453 Shares 6,954 Est. Cost $39.50 Unrealized +39.4%
AMZN AMAZON.COM INC 0.3%
Value ($000) $452 Shares 301 Est. Cost $58.24 Unrealized +42.8%
BLACKSTONE GROUP L P COM UNIT LTD 0.3%
Value ($000) $447 Shares 15,000 Est. Cost $32.00 Unrealized
WY WEYERHAEUSER CO. 0.3%
Value ($000) $443 Shares 20,239 Est. Cost $22.58 Unrealized -10.9%
CVX CHEVRON CORPORATION 0.3%
Value ($000) $431 Shares 3,962 Est. Cost $64.43 Unrealized +31.5%
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $414 Shares 9,563 Est. Cost $21.92 Unrealized +68.4%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $413 Shares 1,578 Est. Cost $264.26 Unrealized -5.4%
QCOM QUALCOMM INC 0.3%
Value ($000) $412 Shares 7,249 Est. Cost $45.94 Unrealized +10.7%
DOWDUPONT INC 0.3%
Value ($000) $404 Shares 7,571 Est. Cost $68.47 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $387 Shares 7,457 Est. Cost $45.23 Unrealized -9.4%
BXMT BLACKSTONE MTG TR INC 0.2%
Value ($000) $329 Shares 10,315 Est. Cost $32.19 Unrealized
ELEMENTS ROGERS INTERNATIONAL COMMODITY INDEX - ETF 0.2%
Value ($000) $310 Shares 63,427 Est. Cost $4.63 Unrealized
RAVEN INDUSTRIES INC 0.2%
Value ($000) $297 Shares 8,218 Est. Cost $17.32 Unrealized
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $293 Shares 6,570 Est. Cost $48.19 Unrealized -12.4%
NSC NORFOLK SOUTHERN CORP COM 0.2%
Value ($000) $279 Shares 1,864 Est. Cost $76.27 Unrealized +86.6%
MMM 3M CO 0.2%
Value ($000) $270 Shares 1,420 Est. Cost $98.80 Unrealized +29.8%
DNP SELECT INCOME FUND INC 0.2%
Value ($000) $255 Shares 24,477 Est. Cost $10.25 Unrealized
EXC EXELON CORPORATION 0.1%
Value ($000) $227 Shares 5,034 Est. Cost $21.39 Unrealized +16.5%
GENERAL ELECTRIC CO 0.1%
Value ($000) $224 Shares 29,452 Est. Cost $30.62 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $224 Shares 1,697 Est. Cost $109.70 Unrealized +7.3%
T AT&T INC. 0.1%
Value ($000) $224 Shares 7,838 Est. Cost $13.06 Unrealized +7.4%
GLAXOSMITHKLINE PLC ADR 0.1%
Value ($000) $214 Shares 5,588 Est. Cost $40.10 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $214 Shares 10,000 Est. Cost $22.44 Unrealized +8.4%
CMI CUMMINS INC (EX. CUMMINS ENGINE INC) 0.1%
Value ($000) $205 Shares 1,533 Est. Cost $99.40 Unrealized +18.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $184 Shares 2,700 Est. Cost $54.58 Unrealized +3.3%
NVS NOVARTIS AG ADR 0.1%
Value ($000) $177 Shares 2,065 Est. Cost $82.12 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $172 Shares 683 Est. Cost $238.75 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $166 Shares 1,365 Est. Cost $118.93 Unrealized
ZBH ZIMMER HOLDINGS INC 0.1%
Value ($000) $142 Shares 1,370 Est. Cost $95.16 Unrealized +11.5%
CMP COMPASS MINERALS INTERNATIONAL INC 0.1%
Value ($000) $138 Shares 3,300 Est. Cost $53.47 Unrealized -18.7%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $135 Shares 600 Est. Cost $141.36 Unrealized +47.3%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $119 Shares 1,217 Est. Cost $75.44 Unrealized +8.8%
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $116 Shares 1,500 Est. Cost $98.67 Unrealized
UNILEVER NV ADR 0.1%
Value ($000) $114 Shares 2,125 Est. Cost $48.75 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $113 Shares 1,816 Est. Cost $38.77 Unrealized +37.7%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $113 Shares 1,642 Est. Cost $74.73 Unrealized
ROYAL DUTCH SHELL PLC ADR CLASS A 0.1%
Value ($000) $112 Shares 1,924 Est. Cost $49.51 Unrealized
BB & T CORPORATION 0.1%
Value ($000) $110 Shares 2,540 Est. Cost $42.30 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $106 Shares 2,250 Est. Cost $44.89 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 0.1%
Value ($000) $104 Shares 910 Est. Cost $127.47 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $101 Shares 800 Est. Cost $93.11 Unrealized +18.7%
ORCL ORACLE CORP 0.1%
Value ($000) $96 Shares 2,108 Est. Cost $40.69 Unrealized +6.1%
CDK GLOBAL INC 0.1%
Value ($000) $95 Shares 1,987 Est. Cost $47.44 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value ($000) $93 Shares 978 Est. Cost $105.78 Unrealized
V VISA INC CLASS A 0.1%
Value ($000) $92 Shares 700 Est. Cost $72.17 Unrealized +82.1%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $90 Shares 1,514 Est. Cost $63.49 Unrealized
DVY ISHARES SELECT DIVIDEND - ETF 0.1%
Value ($000) $86 Shares 956 Est. Cost $75.31 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $84 Shares 834 Est. Cost $95.92 Unrealized
PIMCO CORPORATE & INCOME STRATEGY FUND 0.1%
Value ($000) $84 Shares 5,617 Est. Cost $15.38 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $82 Shares 842 Est. Cost $99.76 Unrealized
CE CELANESE CORP DEL COM SER A 0.1%
Value ($000) $82 Shares 910 Est. Cost $88.94 Unrealized -3.8%
JOHN HANCOCK PREMIUM DIV FD 0.1%
Value ($000) $81 Shares 5,878 Est. Cost $16.38 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $80 Shares 657 Est. Cost $130.40 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND 0.1%
Value ($000) $79 Shares 2,844 Est. Cost $27.78 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $78 Shares 871 Est. Cost $97.59 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $76 Shares 934 Est. Cost $52.61 Unrealized +23.0%
VSS VANGUARD FTSE ALL-WORLD EX US SMALL CAP INDEX FUND ETF 0.0%
Value ($000) $75 Shares 796 Est. Cost $113.87 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.0%
Value ($000) $75 Shares 450 Est. Cost $166.67 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $73 Shares 1,500 Est. Cost $48.67 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES CORP IBM 0.0%
Value ($000) $71 Shares 620 Est. Cost $101.49 Unrealized -13.3%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $71 Shares 1,575 Est. Cost $54.60 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $71 Shares 450 Est. Cost $152.05 Unrealized -3.3%
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $67 Shares 270 Est. Cost $249.44 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $60 Shares 1,278 Est. Cost $38.35 Unrealized +6.6%
TOTAL SA SPONSORED ADR 0.0%
Value ($000) $58 Shares 1,115 Est. Cost $48.36 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $55 Shares 365 Est. Cost $152.34 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $54 Shares 65 Est. Cost $575.93 Unrealized +39.2%
CMCSA COMCAST CORP 0.0%
Value ($000) $51 Shares 1,512 Est. Cost $28.57 Unrealized +6.5%
HD HOME DEPOT INC 0.0%
Value ($000) $51 Shares 295 Est. Cost $153.45 Unrealized -2.0%
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.0%
Value ($000) $47 Shares 1,574 Est. Cost $34.05 Unrealized -17.1%
MFA FINANCIAL INC 0.0%
Value ($000) $47 Shares 7,075 Est. Cost $7.35 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $46 Shares 3,000 Est. Cost $10.76 Unrealized +4.1%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $44 Shares 1,180 Est. Cost $20.85 Unrealized +35.9%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $44 Shares 1,180 Est. Cost $32.67 Unrealized
SPDR BARCLAYS HIGH YELD BOND ETF 0.0%
Value ($000) $43 Shares 1,275 Est. Cost $35.62 Unrealized
TECH BIO-TECHNE CORP 0.0%
Value ($000) $43 Shares 300 Est. Cost $25.95 Unrealized +55.7%
HRL HORMEL FOODS CORP. 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $29.45 Unrealized +21.2%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $39 Shares 100 Est. Cost $78.73 Unrealized +60.8%
GOOG ALPHABET INC CL C 0.0%
Value ($000) $38 Shares 36 Est. Cost $45.99 Unrealized +15.5%
PSX PHILLIPS 66 0.0%
Value ($000) $38 Shares 440 Est. Cost $63.43 Unrealized +15.5%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $37 Shares 727 Est. Cost $60.52 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $36 Shares 585 Est. Cost $58.28 Unrealized +2.1%
TDS TELEPHONE & DATA SYSTEMS INC 0.0%
Value ($000) $36 Shares 1,095 Est. Cost $27.44 Unrealized +20.9%
CFR CULLEN/FROST BANKERS INC 0.0%
Value ($000) $35 Shares 400 Est. Cost $52.78 Unrealized +48.5%
PSCU INVESCO S&P SMALL CAP UTILITIES ETF 0.0%
Value ($000) $35 Shares 715 Est. Cost $54.55 Unrealized
EWG ISHARES MSCI GERMANY ETF 0.0%
Value ($000) $35 Shares 1,380 Est. Cost $28.99 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $35 Shares 700 Est. Cost $36.07 Unrealized -8.2%
TRV TRAVELERS CO'S INC. 0.0%
Value ($000) $35 Shares 290 Est. Cost $110.36 Unrealized -2.9%
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $34 Shares 450 Est. Cost $45.50 Unrealized +44.1%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $34 Shares 355 Est. Cost $71.59 Unrealized +32.7%
VIOO VANGUARD S&P SMALL CAP 600 ETF 0.0%
Value ($000) $34 Shares 270 Est. Cost $133.37 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $33 Shares 421 Est. Cost $78.38 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $32 Shares 528 Est. Cost $72.50 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 0.0%
Value ($000) $31 Shares 318 Est. Cost $76.70 Unrealized
WPP WPP PLC ADR 0.0%
Value ($000) $30 Shares 555 Est. Cost $86.19 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $29 Shares 1,255 Est. Cost $28.78 Unrealized -23.7%
LOW LOWES COS INC COM 0.0%
Value ($000) $27 Shares 295 Est. Cost $60.81 Unrealized +39.2%
BIDU BAIDU INC ADR 0.0%
Value ($000) $25 Shares 155 Est. Cost $174.19 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $25 Shares 300 Est. Cost $90.00 Unrealized
MRC GLOBAL INC 0.0%
Value ($000) $25 Shares 2,085 Est. Cost $16.31 Unrealized
DLR DIGITAL REALTY TRUST 0.0%
Value ($000) $25 Shares 239 Est. Cost $77.24 Unrealized +11.5%
DTE DTE ENERGY CO 0.0%
Value ($000) $25 Shares 225 Est. Cost $49.08 Unrealized +56.5%
F FORD MOTOR CO 0.0%
Value ($000) $24 Shares 3,100 Est. Cost $7.68 Unrealized -19.1%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $24 Shares 250 Est. Cost $86.84 Unrealized -8.9%
BP BP PLC 0.0%
Value ($000) $24 Shares 613 Est. Cost $30.86 Unrealized
ALLETE INC 0.0%
Value ($000) $24 Shares 315 Est. Cost $73.02 Unrealized
BUD ANHEUSER BUSCH 0.0%
Value ($000) $24 Shares 370 Est. Cost $102.92 Unrealized
NOK NOKIA OYJ ADR 0.0%
Value ($000) $23 Shares 4,000 Est. Cost $5.75 Unrealized
NUVEEN MUNICIPAL VALUE 0.0%
Value ($000) $23 Shares 2,500 Est. Cost $10.59 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $22 Shares 325 Est. Cost $55.45 Unrealized +14.1%
META FACEBOOK INC 0.0%
Value ($000) $22 Shares 170 Est. Cost $179.64 Unrealized -19.9%
CRANE CO 0.0%
Value ($000) $22 Shares 301 Est. Cost $63.12 Unrealized
AQUA AMERICA INC COM 0.0%
Value ($000) $22 Shares 650 Est. Cost $29.23 Unrealized
SNY SANOFI SA SPONSORED ADR 0.0%
Value ($000) $22 Shares 500 Est. Cost $40.00 Unrealized
SLV ISHARES SILVER TRUST - ETF 0.0%
Value ($000) $22 Shares 1,485 Est. Cost $15.95 Unrealized
VOD VODAFONE GROUP NEW 0.0%
Value ($000) $21 Shares 1,090 Est. Cost $32.11 Unrealized
GOOGL ALPHABET INC CL A 0.0%
Value ($000) $21 Shares 20 Est. Cost $39.83 Unrealized +34.7%
WESTERN ASSET HIGH YIELD DEFINED OPPORTUNITY 0.0%
Value ($000) $20 Shares 1,500 Est. Cost $15.11 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $20 Shares 275 Est. Cost $36.64 Unrealized +79.4%
NKE NIKE INC 0.0%
Value ($000) $20 Shares 265 Est. Cost $61.99 Unrealized +9.9%
BR BROADRIDGE FINL SOLUTIONS INCOM 0.0%
Value ($000) $19 Shares 195 Est. Cost $47.04 Unrealized +103.6%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $19 Shares 115 Est. Cost $170.89 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $19 Shares 169 Est. Cost $118.38 Unrealized
ABBNY ABB LTD SPONSORED ADR 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $22.00 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $19 Shares 444 Est. Cost $24.65 Unrealized +42.8%
BLACKROCK CREDIT ALLOCATION INCOME TRUST 0.0%
Value ($000) $19 Shares 1,700 Est. Cost $13.53 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $18 Shares 490 Est. Cost $51.32 Unrealized -21.7%
CM CANADIAN IMPERIAL BANK OF COMMERCE 0.0%
Value ($000) $18 Shares 235 Est. Cost $30.91 Unrealized -2.3%
CNH CNH INDUSTRIAL NV 0.0%
Value ($000) $18 Shares 1,950 Est. Cost $8.72 Unrealized -11.4%
OHI OMEGA HEALTHCARE INVESTORS, INC. 0.0%
Value ($000) $17 Shares 490 Est. Cost $32.52 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $17 Shares 500 Est. Cost $26.09 Unrealized +20.1%
RWX SPDR DOW JONES INDUSTRIAL REAL ESTATE ETF 0.0%
Value ($000) $17 Shares 476 Est. Cost $35.71 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $17 Shares 150 Est. Cost $86.50 Unrealized -0.1%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $17 Shares 279 Est. Cost $60.93 Unrealized
SJM JM SMUCKER CO 0.0%
Value ($000) $17 Shares 186 Est. Cost $86.02 Unrealized -3.7%
PFF ISHARES US PREFERRED STOCK ETF 0.0%
Value ($000) $17 Shares 496 Est. Cost $36.29 Unrealized
ABRAXAS PETROLEUM CORP 0.0%
Value ($000) $16 Shares 15,000 Est. Cost $2.87 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $16 Shares 125 Est. Cost $54.58 Unrealized +104.3%
MFC MANULIFE FINANCIAL CORPORATION 0.0%
Value ($000) $16 Shares 1,080 Est. Cost $15.99 Unrealized -0.9%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $16 Shares 65 Est. Cost $234.91 Unrealized +0.1%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $16 Shares 500 Est. Cost $52.77 Unrealized -29.9%
ALL ALLSTATE CORP 0.0%
Value ($000) $15 Shares 184 Est. Cost $49.75 Unrealized +52.6%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $15 Shares 198 Est. Cost $86.07 Unrealized
HSBC HSBC HOLDINGS PLC ADR REP 5 CORP COMMON 0.0%
Value ($000) $15 Shares 353 Est. Cost $38.24 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS, LP 0.0%
Value ($000) $15 Shares 612 Est. Cost $28.78 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $14 Shares 140 Est. Cost $38.22 Unrealized +129.9%
KTOS KRATOS DEFENSE & SECURITY SOLUTIONS INC 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $11.02 Unrealized +25.0%
D DOMINION ENERGY, INC. 0.0%
Value ($000) $14 Shares 200 Est. Cost $44.59 Unrealized +19.4%
TORTOISE ENERGY INFRASTRUCTURE FUND (CEF) 0.0%
Value ($000) $14 Shares 680 Est. Cost $27.94 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $14 Shares 220 Est. Cost $36.74 Unrealized +60.5%
EWD ISHARES MSCI SWEDEN ETF 0.0%
Value ($000) $14 Shares 500 Est. Cost $30.00 Unrealized
IONS IONIS PHARMACEUTICAL 0.0%
Value ($000) $14 Shares 250 Est. Cost $50.80 Unrealized +0.4%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $14 Shares 296 Est. Cost $74.07 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $13 Shares 125 Est. Cost $104.00 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $13 Shares 500 Est. Cost $36.37 Unrealized -19.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $12 Shares 190 Est. Cost $62.63 Unrealized 0.0%
IEFA ISHARE CORE MSCI EAFE ETF 0.0%
Value ($000) $12 Shares 214 Est. Cost $56.07 Unrealized
INN SUMMIT HOTEL PROPERTIES, LLC 0.0%
Value ($000) $12 Shares 1,282 Est. Cost $11.99 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $230.26 Unrealized 0.0%
CEF NUVEEN REAL ASSET 0.0%
Value ($000) $11 Shares 825 Est. Cost $18.18 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $11 Shares 85 Est. Cost $141.18 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $11 Shares 95 Est. Cost $98.99 Unrealized 0.0%
DON WISDOMTREE MIDCAP DIVIDEND FUND ETF 0.0%
Value ($000) $10 Shares 304 Est. Cost $36.18 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $10 Shares 400 Est. Cost $12.07 Unrealized +88.9%
SPIP SPDR BLOOMBERG BARCLAYS TIPS 0.0%
Value ($000) $10 Shares 177 Est. Cost $56.50 Unrealized
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $10 Shares 340 Est. Cost $25.07 Unrealized 0.0%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $10 Shares 210 Est. Cost $52.63 Unrealized
GOVERNMENT PROPERTIES INCOME TRUST 0.0%
Value ($000) $10 Shares 1,493 Est. Cost $10.00 Unrealized
DEO DIAGEO PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 65 Est. Cost $138.46 Unrealized
GPMT GRANITE POINT MORTGAGE TRUST INC 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.00 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $9 Shares 80 Est. Cost $101.37 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $9 Shares 20 Est. Cost $6.74 Unrealized +34.2%
DLN WISDOMTREE LARGECAP DIVIDEND FUND ETF 0.0%
Value ($000) $9 Shares 101 Est. Cost $99.01 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $43.30 Unrealized +81.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $9 Shares 68 Est. Cost $132.35 Unrealized
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $8 Shares 221 Est. Cost $36.20 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $8 Shares 90 Est. Cost $85.00 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $8 Shares 115 Est. Cost $78.26 Unrealized
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $8 Shares 110 Est. Cost $72.73 Unrealized
BLACKROCK INC 0.0%
Value ($000) $8 Shares 20 Est. Cost $400.00 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $8 Shares 155 Est. Cost $47.68 Unrealized 0.0%
HOLLYFRONTIER CORP COM 0.0%
Value ($000) $7 Shares 144 Est. Cost $48.61 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US 0.0%
Value ($000) $7 Shares 263 Est. Cost $26.62 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $52.65 Unrealized +8.8%
TJX TJX COMPANIES INC. 0.0%
Value ($000) $6 Shares 130 Est. Cost $45.89 Unrealized 0.0%
ETN EATON CORP 0.0%
Value ($000) $6 Shares 85 Est. Cost $65.04 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $6 Shares 20 Est. Cost $335.58 Unrealized -0.2%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $6 Shares 55 Est. Cost $109.91 Unrealized 0.0%
UBS UBS GROUP AG 0.0%
Value ($000) $6 Shares 505 Est. Cost $13.56 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $6 Shares 156 Est. Cost $20.98 Unrealized +66.9%
CEF SPROTT PHYSICAL GOLD & SILVER TRUST 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.00 Unrealized
SPIRIT AEROSYSTEMS HOLDINGS CLASS A 0.0%
Value ($000) $5 Shares 65 Est. Cost $76.92 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF 0.0%
Value ($000) $5 Shares 60 Est. Cost $100.00 Unrealized
SPSM SPDR PORTFOLIO SMALL CAP 0.0%
Value ($000) $5 Shares 183 Est. Cost $27.32 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $5 Shares 30 Est. Cost $200.00 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $5 Shares 70 Est. Cost $30.87 Unrealized +47.7%
LAM RESEARCH CORP 0.0%
Value ($000) $5 Shares 40 Est. Cost $125.00 Unrealized
CSGS CSG SYSTEMS INTL, INC. 0.0%
Value ($000) $5 Shares 150 Est. Cost $38.83 Unrealized -22.2%
EOG EOG RESOURCES, INC 0.0%
Value ($000) $5 Shares 55 Est. Cost $80.67 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $5 Shares 101 Est. Cost $59.41 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $4 Shares 51 Est. Cost $78.43 Unrealized
EBND SPDR BLOOMBERG BARCLAYS EMERGING MARKETS LOCAL BOND 0.0%
Value ($000) $4 Shares 144 Est. Cost $27.78 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $4 Shares 110 Est. Cost $40.46 Unrealized -18.5%
FLEX FLEX LTD 0.0%
Value ($000) $4 Shares 585 Est. Cost $6.99 Unrealized 0.0%
HAIN HAIN CELESTIAL GROUP INC 0.0%
Value ($000) $3 Shares 165 Est. Cost $22.26 Unrealized 0.0%
ETF I SHARES COMEX GOLDTRUST 0.0%
Value ($000) $3 Shares 281 Est. Cost $10.68 Unrealized
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 0.0%
Value ($000) $3 Shares 144 Est. Cost $20.83 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.86 Unrealized
IWM ISHARES RUSSELL 2000 INDEX ETF 0.0%
Value ($000) $3 Shares 19 Est. Cost $157.89 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $3 Shares 74 Est. Cost $40.54 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $26.74 Unrealized +28.3%
SPEM SPDR PORTFOLIO EMERGING MARKETS 0.0%
Value ($000) $2 Shares 57 Est. Cost $35.09 Unrealized
GWX SPDR S&P INTERNATIONAL SMALL CAP 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.33 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $2 Shares 5 Est. Cost $400.00 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 110 Est. Cost $21.34 Unrealized 0.0%
FERRELLGAS PARTNERS L.P. 0.0%
Value ($000) $2 Shares 4,298 Est. Cost $2.19 Unrealized
NFLX NETFLIX, INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $36.30 Unrealized -17.5%
COTY COTY, INC. 0.0%
Value ($000) $2 Shares 234 Est. Cost $11.99 Unrealized -27.9%
PPC PILGRIMSPRIDE CORP 0.0%
Value ($000) $2 Shares 138 Est. Cost $26.31 Unrealized -31.9%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $87.80 Unrealized -3.8%
DAKT DAKTRONICS INC 0.0%
Value ($000) $1 Shares 80 Est. Cost $7.07 Unrealized +4.8%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 20 Est. Cost $100.00 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $1 Shares 93 Est. Cost $10.75 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $1 Shares 66 Est. Cost $13.59 Unrealized 0.0%
AVNS AVANOS MEDICAL, INC. 0.0%
Value ($000) $1 Shares 18 Est. Cost $64.35 Unrealized -18.6%
UQM TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
GDXJ VANECK VECTORS JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $0 Shares 13 Est. Cost $76.92 Unrealized
AMERICAN INTL GROUP INC DUE 01/19/21 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized