First PREMIER Bank Diversified Active

CIK: 0001653926 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 10, 2020

Total Value ($000): $213,864 (100.0% shares, 0.0% debt)

Holdings (322)

NWE NORTHWESTERN CORP 4.4%
Value ($000) $9,409 Shares 131,291 Est. Cost $36.53 Unrealized +49.6%
VTI VANGUARD TOTAL STOCK MARKET ETF 3.9%
Value ($000) $8,299 Shares 50,722 Est. Cost $130.49 Unrealized
PG PROCTER & GAMBLE CO 3.6%
Value ($000) $7,796 Shares 62,418 Est. Cost $60.06 Unrealized +75.2%
DUK DUKE ENERGY CORP 3.3%
Value ($000) $6,996 Shares 76,709 Est. Cost $47.93 Unrealized +49.8%
JNJ JOHNSON & JOHNSON 3.2%
Value ($000) $6,889 Shares 47,229 Est. Cost $80.84 Unrealized +41.1%
SO SOUTHERN CO 3.2%
Value ($000) $6,838 Shares 107,351 Est. Cost $30.19 Unrealized +62.0%
AAPL APPLE COMPUTER INC 3.2%
Value ($000) $6,810 Shares 23,188 Est. Cost $28.87 Unrealized +114.8%
UNP UNION PACIFIC CORP 2.9%
Value ($000) $6,235 Shares 34,486 Est. Cost $75.64 Unrealized +97.5%
XEL XCEL ENERGY INC 2.6%
Value ($000) $5,631 Shares 88,688 Est. Cost $28.09 Unrealized +84.0%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 2.3%
Value ($000) $4,936 Shares 84,609 Est. Cost $56.36 Unrealized
VNQ VANGUARD REAL ESTATE INDEX FUND ETF 2.0%
Value ($000) $4,187 Shares 45,120 Est. Cost $80.66 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.9%
Value ($000) $4,100 Shares 18,100 Est. Cost $159.13 Unrealized +36.5%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 1.9%
Value ($000) $4,019 Shares 68,056 Est. Cost $29.73 Unrealized +65.3%
PEP PEPSICO INC 1.9%
Value ($000) $3,968 Shares 29,036 Est. Cost $76.75 Unrealized +46.9%
MA MASTERCARD INC CL A 1.8%
Value ($000) $3,903 Shares 13,070 Est. Cost $92.19 Unrealized +195.7%
USB US BANCORP 1.8%
Value ($000) $3,851 Shares 64,958 Est. Cost $32.74 Unrealized +35.4%
MCD MCDONALD'S CORP 1.7%
Value ($000) $3,640 Shares 18,419 Est. Cost $92.18 Unrealized +86.5%
PFE PFIZER INC 1.5%
Value ($000) $3,221 Shares 82,230 Est. Cost $21.17 Unrealized +26.2%
VHT VANGUARD HEALTH CARE ETF 1.5%
Value ($000) $3,203 Shares 16,705 Est. Cost $169.28 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $3,086 Shares 19,571 Est. Cost $63.46 Unrealized +119.4%
EVRG EVERGY INC 1.3%
Value ($000) $2,833 Shares 43,525 Est. Cost $40.19 Unrealized +24.8%
WFC WELLS FARGO & CO NEW 1.3%
Value ($000) $2,793 Shares 51,905 Est. Cost $40.90 Unrealized +9.3%
EMR EMERSON ELECTRIC CO 1.2%
Value ($000) $2,670 Shares 35,015 Est. Cost $41.16 Unrealized +52.6%
JPM J.P.MORGAN CHASE & CO 1.2%
Value ($000) $2,607 Shares 18,706 Est. Cost $54.88 Unrealized +98.0%
ADP AUTOMATIC DATA PROCESSING INC 1.1%
Value ($000) $2,425 Shares 14,229 Est. Cost $76.38 Unrealized +89.9%
MRK MERCK & CO INC 1.1%
Value ($000) $2,399 Shares 26,377 Est. Cost $39.77 Unrealized +69.9%
KO COCA-COLA CO 1.1%
Value ($000) $2,383 Shares 43,050 Est. Cost $31.94 Unrealized +39.4%
AMGN AMGEN INC 1.1%
Value ($000) $2,319 Shares 9,620 Est. Cost $127.56 Unrealized +43.2%
MDLZ MONDELEZ INTL INC 1.1%
Value ($000) $2,278 Shares 41,361 Est. Cost $35.13 Unrealized +30.6%
CSX CSX CORP 1.1%
Value ($000) $2,268 Shares 31,336 Est. Cost $11.79 Unrealized +84.7%
SCHO SCHWAB STRATEGIC SHORT-TERM US TREASURY ETF 1.1%
Value ($000) $2,259 Shares 44,760 Est. Cost $50.47 Unrealized
BKH BLACK HILLS CORP 1.1%
Value ($000) $2,257 Shares 28,745 Est. Cost $33.97 Unrealized +77.1%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 1.1%
Value ($000) $2,256 Shares 44,760 Est. Cost $50.40 Unrealized
RAYTHEON CO 1.0%
Value ($000) $2,241 Shares 10,200 Est. Cost $125.86 Unrealized
ES EVERSOURCE ENERGY NPV 1.0%
Value ($000) $2,170 Shares 25,513 Est. Cost $36.76 Unrealized +80.8%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 1.0%
Value ($000) $2,083 Shares 8,508 Est. Cost $182.99 Unrealized
VO VANGUARD MID-CAP ETF 1.0%
Value ($000) $2,082 Shares 11,687 Est. Cost $124.66 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 1.0%
Value ($000) $2,038 Shares 6 Est. Cost $262373.40 Unrealized +24.1%
INTC INTEL CORP 0.9%
Value ($000) $1,844 Shares 30,796 Est. Cost $27.70 Unrealized +77.8%
CVS CVS/CAREMARK CORPORATION 0.8%
Value ($000) $1,748 Shares 23,537 Est. Cost $58.18 Unrealized -0.7%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $1,618 Shares 26,347 Est. Cost $30.69 Unrealized +39.4%
BND VANGUARD TOTAL BOND MARKET ETF 0.7%
Value ($000) $1,528 Shares 18,220 Est. Cost $83.86 Unrealized
LAMR LAMAR ADVERTISING CO CLASS A 0.7%
Value ($000) $1,520 Shares 17,027 Est. Cost $72.06 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.7%
Value ($000) $1,478 Shares 33,561 Est. Cost $40.76 Unrealized
UNITED TECHNOLOGIES CORP COM 0.7%
Value ($000) $1,409 Shares 9,413 Est. Cost $108.17 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.7%
Value ($000) $1,408 Shares 13,681 Est. Cost $69.83 Unrealized +24.3%
MDU MDU RESOURCES GROUP 0.6%
Value ($000) $1,359 Shares 45,736 Est. Cost $5.41 Unrealized +68.2%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.6%
Value ($000) $1,345 Shares 30,271 Est. Cost $37.25 Unrealized
WM WASTE MANAGEMENT INC 0.6%
Value ($000) $1,339 Shares 11,750 Est. Cost $44.64 Unrealized +128.7%
VEU VANGUARD FTSE ALL WORLD EX US ETF 0.6%
Value ($000) $1,294 Shares 24,086 Est. Cost $48.25 Unrealized
ALERIAN MLP-ETF 0.6%
Value ($000) $1,261 Shares 148,268 Est. Cost $11.30 Unrealized
VB VANGUARD SMALL-CAP ETF 0.6%
Value ($000) $1,253 Shares 7,563 Est. Cost $117.47 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.6%
Value ($000) $1,251 Shares 31,697 Est. Cost $38.18 Unrealized
WMT WALMART INC 0.6%
Value ($000) $1,226 Shares 10,315 Est. Cost $19.31 Unrealized +88.4%
FLTR VANECK VECTORS INVESTMENT GRADE FLOATING RATE ETF 0.5%
Value ($000) $1,174 Shares 46,385 Est. Cost $25.11 Unrealized
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $1,136 Shares 17,475 Est. Cost $54.10 Unrealized -5.2%
DIS WALT DISNEY COMPANY (HOLDING COMPANY) 0.5%
Value ($000) $1,134 Shares 7,837 Est. Cost $98.26 Unrealized +38.1%
C CITIGROUP INC 0.5%
Value ($000) $1,134 Shares 14,191 Est. Cost $40.52 Unrealized +46.2%
PGX INVESCO PREFERRED ETF 0.5%
Value ($000) $1,075 Shares 71,624 Est. Cost $15.01 Unrealized
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS EX US ETF 0.5%
Value ($000) $1,052 Shares 35,810 Est. Cost $28.25 Unrealized
SBUX STARBUCKS CORP 0.5%
Value ($000) $979 Shares 11,141 Est. Cost $47.24 Unrealized +57.6%
ENB ENBRIDGE, INC. 0.4%
Value ($000) $959 Shares 24,119 Est. Cost $24.16 Unrealized +2.8%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.4%
Value ($000) $952 Shares 10,161 Est. Cost $89.14 Unrealized
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $897 Shares 10,327 Est. Cost $37.22 Unrealized +102.3%
ROUS LATTICE STRATEGIES TRUST HARTFORD MULTIFACTOR US EQUITY ETF 0.4%
Value ($000) $897 Shares 26,612 Est. Cost $31.55 Unrealized
VOO VANGUARD 500 INDEX FUND ETF 0.4%
Value ($000) $849 Shares 2,870 Est. Cost $230.47 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $844 Shares 9,566 Est. Cost $49.95 Unrealized +45.9%
BX BLACKSTONE GROUP INC COM CLASS A 0.4%
Value ($000) $839 Shares 15,000 Est. Cost $39.22 Unrealized +7.3%
VNQI VANGUARD GLOBAL EX-US REAL ESTATE ETF 0.4%
Value ($000) $786 Shares 13,300 Est. Cost $51.59 Unrealized
SYY SYSCO CORP 0.3%
Value ($000) $713 Shares 8,354 Est. Cost $34.33 Unrealized +99.6%
WK WORKIVA INC COM CL A 0.3%
Value ($000) $709 Shares 16,855 Est. Cost $21.04 Unrealized +100.2%
AMZN AMAZON.COM INC 0.3%
Value ($000) $657 Shares 356 Est. Cost $63.21 Unrealized +40.0%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND ETF 0.3%
Value ($000) $643 Shares 7,942 Est. Cost $57.76 Unrealized
CME CME GROUP INC COM 0.3%
Value ($000) $642 Shares 3,201 Est. Cost $72.22 Unrealized +124.3%
MDT MEDTRONIC PLC 0.3%
Value ($000) $626 Shares 5,511 Est. Cost $64.20 Unrealized +44.2%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $614 Shares 1,578 Est. Cost $264.26 Unrealized +22.9%
BK BANK NEW YORK MELLON CORP COM 0.3%
Value ($000) $612 Shares 12,179 Est. Cost $34.46 Unrealized +15.9%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.3%
Value ($000) $609 Shares 5,260 Est. Cost $106.04 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $577 Shares 6,513 Est. Cost $54.17 Unrealized +19.3%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.3%
Value ($000) $570 Shares 2,000 Est. Cost $263.25 Unrealized
WY WEYERHAEUSER CO. 0.3%
Value ($000) $563 Shares 18,644 Est. Cost $22.58 Unrealized +2.4%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.3%
Value ($000) $562 Shares 6,935 Est. Cost $79.27 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $557 Shares 8,670 Est. Cost $44.18 Unrealized +2.3%
NXTG FIRST TRUST INDXX NEXT G ETF 0.3%
Value ($000) $543 Shares 9,880 Est. Cost $54.96 Unrealized
CLX CLOROX CO 0.2%
Value ($000) $521 Shares 3,391 Est. Cost $97.82 Unrealized +27.3%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $515 Shares 14,632 Est. Cost $24.28 Unrealized +14.5%
CVX CHEVRON CORPORATION 0.2%
Value ($000) $511 Shares 4,248 Est. Cost $66.25 Unrealized +35.4%
GENERAL ELECTRIC CO 0.2%
Value ($000) $490 Shares 43,871 Est. Cost $22.38 Unrealized
PAYX PAYCHEX INC COM 0.2%
Value ($000) $476 Shares 5,588 Est. Cost $39.50 Unrealized +79.0%
ROYAL DUTCH SHELL PLC ADR CLASS B 0.2%
Value ($000) $440 Shares 7,342 Est. Cost $50.18 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.2%
Value ($000) $436 Shares 2,839 Est. Cost $137.93 Unrealized
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $430 Shares 8,933 Est. Cost $22.20 Unrealized +73.7%
ALRS ALERUS FINANCIAL CORP 0.2%
Value ($000) $389 Shares 17,036 Est. Cost $16.34 Unrealized +9.7%
DNP SELECT INCOME FUND INC 0.2%
Value ($000) $385 Shares 30,151 Est. Cost $10.54 Unrealized
BXMT BLACKSTONE MTG TR INC 0.2%
Value ($000) $384 Shares 10,315 Est. Cost $32.19 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.2%
Value ($000) $373 Shares 6,244 Est. Cost $56.91 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.2%
Value ($000) $360 Shares 1,854 Est. Cost $76.27 Unrealized +117.1%
T AT&T INC. 0.2%
Value ($000) $354 Shares 9,054 Est. Cost $13.45 Unrealized +40.2%
GOVT ISHARES CORE US TREASURY BOND ETF 0.2%
Value ($000) $331 Shares 12,757 Est. Cost $25.94 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $311 Shares 6,155 Est. Cost $47.90 Unrealized -8.9%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $281 Shares 4,378 Est. Cost $26.16 Unrealized -6.3%
RAVEN INDUSTRIES INC 0.1%
Value ($000) $280 Shares 8,118 Est. Cost $17.32 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $277 Shares 1,571 Est. Cost $109.70 Unrealized +31.2%
CMI CUMMINS INC (EX. CUMMINS ENGINE INC) 0.1%
Value ($000) $274 Shares 1,533 Est. Cost $99.40 Unrealized +52.0%
MMM 3M CO 0.1%
Value ($000) $269 Shares 1,520 Est. Cost $99.58 Unrealized +12.2%
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP 0.1%
Value ($000) $253 Shares 5,055 Est. Cost $49.65 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $242 Shares 3,462 Est. Cost $54.30 Unrealized -4.1%
GLAXOSMITHKLINE PLC ADR 0.1%
Value ($000) $229 Shares 4,863 Est. Cost $40.10 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $221 Shares 683 Est. Cost $238.75 Unrealized
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.1%
Value ($000) $219 Shares 11,563 Est. Cost $18.23 Unrealized
ELEMENTS ROGERS INTERNATIONAL COMMODITY INDEX - ETF 0.1%
Value ($000) $205 Shares 38,078 Est. Cost $4.63 Unrealized
CMP COMPASS MINERALS INTERNATIONAL INC 0.1%
Value ($000) $204 Shares 3,340 Est. Cost $53.11 Unrealized -6.6%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $201 Shares 2,634 Est. Cost $64.59 Unrealized
NVS NOVARTIS AG ADR 0.1%
Value ($000) $196 Shares 2,065 Est. Cost $82.12 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $187 Shares 1,999 Est. Cost $60.48 Unrealized +11.4%
DOW DOW, INC 0.1%
Value ($000) $183 Shares 3,351 Est. Cost $35.31 Unrealized +3.9%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $165 Shares 5,137 Est. Cost $45.32 Unrealized -50.1%
ET ENERGY TRANSFER EQUITY LP 0.1%
Value ($000) $163 Shares 12,680 Est. Cost $13.07 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $163 Shares 600 Est. Cost $141.36 Unrealized +60.2%
VPU VANGUARD UTILITIES ETF 0.1%
Value ($000) $148 Shares 1,033 Est. Cost $130.57 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $144 Shares 800 Est. Cost $93.11 Unrealized +57.1%
TFC TRUIST FINANCIAL CORPORATION 0.1%
Value ($000) $143 Shares 2,540 Est. Cost $40.89 Unrealized 0.0%
VDC VANGUARD CONSUMER STAPLES ETF 0.1%
Value ($000) $142 Shares 882 Est. Cost $145.24 Unrealized
UNILEVER NV ADR 0.1%
Value ($000) $140 Shares 2,425 Est. Cost $49.91 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $134 Shares 1,142 Est. Cost $75.44 Unrealized +23.1%
VBR VANGUARD SMALL-CAP VALUE ETF 0.1%
Value ($000) $125 Shares 910 Est. Cost $127.47 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $125 Shares 2,250 Est. Cost $44.89 Unrealized
CUZ COUSINS PROPERTIES INCORPORATED 0.1%
Value ($000) $123 Shares 2,980 Est. Cost $37.58 Unrealized
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $122 Shares 1,500 Est. Cost $98.67 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value ($000) $117 Shares 978 Est. Cost $105.78 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $113 Shares 1,342 Est. Cost $74.73 Unrealized
CE CELANESE CORP DEL COM SER A 0.1%
Value ($000) $112 Shares 910 Est. Cost $88.94 Unrealized +23.4%
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $105 Shares 834 Est. Cost $95.92 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $101 Shares 842 Est. Cost $99.76 Unrealized
DVY ISHARES SELECT DIVIDEND - ETF 0.0%
Value ($000) $101 Shares 956 Est. Cost $75.31 Unrealized
PIMCO CORPORATE & INCOME STRATEGY FUND 0.0%
Value ($000) $95 Shares 4,992 Est. Cost $15.38 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $93 Shares 290 Est. Cost $252.69 Unrealized
JOHN HANCOCK PREMIUM DIV FD 0.0%
Value ($000) $90 Shares 5,018 Est. Cost $16.38 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $88 Shares 790 Est. Cost $68.54 Unrealized +27.5%
COP CONOCOPHILLIPS 0.0%
Value ($000) $87 Shares 1,334 Est. Cost $38.77 Unrealized +21.6%
ROYAL DUTCH SHELL PLC ADR CLASS A 0.0%
Value ($000) $86 Shares 1,454 Est. Cost $51.56 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $86 Shares 1,883 Est. Cost $21.39 Unrealized +21.6%
VSS VANGUARD FTSE ALL-WORLD EX US SMALL CAP INDEX FUND ETF 0.0%
Value ($000) $85 Shares 768 Est. Cost $113.87 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $85 Shares 4,000 Est. Cost $11.59 Unrealized +21.2%
SPAB SPDR PORTFOLIO AGGREGATE BOND 0.0%
Value ($000) $84 Shares 2,844 Est. Cost $27.78 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES CORP IBM 0.0%
Value ($000) $83 Shares 620 Est. Cost $101.49 Unrealized -1.6%
NUVEEN MUNICIPAL VALUE 0.0%
Value ($000) $80 Shares 7,500 Est. Cost $10.64 Unrealized
V VISA INC CLASS A 0.0%
Value ($000) $76 Shares 404 Est. Cost $85.41 Unrealized +102.0%
GOOG ALPHABET INC CL C 0.0%
Value ($000) $74 Shares 56 Est. Cost $50.92 Unrealized +25.8%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $72 Shares 450 Est. Cost $152.05 Unrealized -7.1%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $69 Shares 365 Est. Cost $152.34 Unrealized
FISV FISERV INC 0.0%
Value ($000) $69 Shares 600 Est. Cost $102.09 Unrealized +8.1%
CMCSA COMCAST CORP 0.0%
Value ($000) $68 Shares 1,512 Est. Cost $28.57 Unrealized +32.5%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $66 Shares 300 Est. Cost $25.95 Unrealized +96.9%
HD HOME DEPOT INC 0.0%
Value ($000) $65 Shares 295 Est. Cost $153.45 Unrealized +27.1%
NEE NEXTERA ENERGY INC. COM 0.0%
Value ($000) $64 Shares 263 Est. Cost $48.11 Unrealized +4.3%
ORCL ORACLE CORP 0.0%
Value ($000) $63 Shares 1,185 Est. Cost $43.71 Unrealized +15.4%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $63 Shares 1,325 Est. Cost $39.47 Unrealized +2.6%
ZBH ZIMMER HOLDINGS INC 0.0%
Value ($000) $60 Shares 400 Est. Cost $95.16 Unrealized +37.9%
ETR ENTERGY CORP 0.0%
Value ($000) $54 Shares 450 Est. Cost $22.59 Unrealized +108.8%
BUD ANHEUSER BUSCH 0.0%
Value ($000) $52 Shares 620 Est. Cost $95.24 Unrealized
PFF ISHARES TRUST, ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $51 Shares 1,365 Est. Cost $36.51 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.0%
Value ($000) $50 Shares 1,219 Est. Cost $34.05 Unrealized +9.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $50 Shares 405 Est. Cost $76.02 Unrealized +44.9%
TOTAL SA SPONSORED ADR 0.0%
Value ($000) $50 Shares 905 Est. Cost $48.36 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $50 Shares 390 Est. Cost $62.85 Unrealized +58.8%
AZO AUTOZONE INC COM 0.0%
Value ($000) $48 Shares 40 Est. Cost $575.93 Unrealized +100.5%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $47 Shares 960 Est. Cost $20.85 Unrealized +77.8%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $28.53 Unrealized +29.0%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $45 Shares 528 Est. Cost $72.50 Unrealized
HRL HORMEL FOODS CORP. 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $29.45 Unrealized +23.5%
DMLP DORCHESTER MINERALS, LP 0.0%
Value ($000) $43 Shares 2,210 Est. Cost $18.55 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.0%
Value ($000) $41 Shares 200 Est. Cost $166.67 Unrealized
VIOO VANGUARD S&P SMALL CAP 600 ETF 0.0%
Value ($000) $41 Shares 270 Est. Cost $133.37 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $40 Shares 1,339 Est. Cost $25.02 Unrealized -2.1%
CFR CULLEN/FROST BANKERS INC 0.0%
Value ($000) $39 Shares 400 Est. Cost $52.78 Unrealized +46.1%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 0.0%
Value ($000) $39 Shares 311 Est. Cost $76.70 Unrealized
WPP WPP PLC ADR 0.0%
Value ($000) $39 Shares 555 Est. Cost $86.19 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $38 Shares 250 Est. Cost $143.27 Unrealized -4.0%
PSCU INVESCO EXCHANGE-TRADED FUND TRUST II INVESCO S&P SMALL CAP UTILITIES & COMMUNICATION SERVICES 0.0%
Value ($000) $38 Shares 715 Est. Cost $54.55 Unrealized
USAC USA COMPRESSION PARTNERS LP 0.0%
Value ($000) $36 Shares 2,000 Est. Cost $17.50 Unrealized
XILINX INC 0.0%
Value ($000) $35 Shares 355 Est. Cost $98.59 Unrealized
TRV TRAVELERS CO'S INC. 0.0%
Value ($000) $34 Shares 250 Est. Cost $110.36 Unrealized +8.1%
BIDU BAIDU INC ADR 0.0%
Value ($000) $32 Shares 255 Est. Cost $155.09 Unrealized
AQUA AMERICA INC COM 0.0%
Value ($000) $31 Shares 650 Est. Cost $29.23 Unrealized
DLR DIGITAL REALTY TRUST 0.0%
Value ($000) $29 Shares 239 Est. Cost $77.24 Unrealized +28.7%
LOW LOWES COS INC COM 0.0%
Value ($000) $29 Shares 245 Est. Cost $60.81 Unrealized +68.3%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $29 Shares 685 Est. Cost $55.69 Unrealized -35.4%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $29 Shares 500 Est. Cost $48.67 Unrealized
MRC GLOBAL INC 0.0%
Value ($000) $28 Shares 2,085 Est. Cost $16.31 Unrealized
GOOGL ALPHABET INC CL A 0.0%
Value ($000) $27 Shares 20 Est. Cost $39.83 Unrealized +60.7%
NKE NIKE INC 0.0%
Value ($000) $27 Shares 265 Est. Cost $61.99 Unrealized +40.1%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $27 Shares 500 Est. Cost $50.26 Unrealized -7.3%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $27 Shares 300 Est. Cost $90.00 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $27 Shares 205 Est. Cost $126.83 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $26 Shares 115 Est. Cost $170.89 Unrealized +9.7%
FIS FIDELITY NATIONAL INFORMATION SERVICES, INC 0.0%
Value ($000) $26 Shares 190 Est. Cost $117.12 Unrealized +1.3%
ANSYS INC 0.0%
Value ($000) $26 Shares 100 Est. Cost $260.00 Unrealized
CRANE CO 0.0%
Value ($000) $26 Shares 301 Est. Cost $63.12 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $26 Shares 100 Est. Cost $260.00 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $26 Shares 440 Est. Cost $65.81 Unrealized
ALLETE INC 0.0%
Value ($000) $26 Shares 315 Est. Cost $73.02 Unrealized
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $25 Shares 75 Est. Cost $291.94 Unrealized +0.8%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $25 Shares 275 Est. Cost $36.64 Unrealized +118.4%
SLV ISHARES SILVER TRUST - ETF 0.0%
Value ($000) $25 Shares 1,485 Est. Cost $15.95 Unrealized
SNY SANOFI SA SPONSORED ADR 0.0%
Value ($000) $25 Shares 500 Est. Cost $40.00 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $25 Shares 470 Est. Cost $53.19 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $25 Shares 2,693 Est. Cost $7.52 Unrealized -11.1%
BR BROADRIDGE FINL SOLUTIONS INCOM 0.0%
Value ($000) $24 Shares 195 Est. Cost $47.04 Unrealized +134.0%
BLACKROCK CREDIT ALLOCATION INCOME TRUST 0.0%
Value ($000) $24 Shares 1,700 Est. Cost $13.53 Unrealized
ABBNY ABB LTD SPONSORED ADR 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $22.00 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $24 Shares 262 Est. Cost $62.39 Unrealized +15.0%
WESTERN ASSET HIGH YIELD DEFINED OPPORTUNITY 0.0%
Value ($000) $23 Shares 1,500 Est. Cost $15.11 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $23 Shares 169 Est. Cost $118.38 Unrealized
CNH CNH INDUSTRIAL NV 0.0%
Value ($000) $21 Shares 1,950 Est. Cost $8.72 Unrealized -3.9%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $21 Shares 150 Est. Cost $86.50 Unrealized +25.8%
ALL ALLSTATE CORP 0.0%
Value ($000) $21 Shares 184 Est. Cost $49.75 Unrealized +89.4%
DHR DANAHER CORPORATION 0.0%
Value ($000) $21 Shares 140 Est. Cost $38.22 Unrealized +221.8%
META FACEBOOK INC 0.0%
Value ($000) $21 Shares 100 Est. Cost $181.44 Unrealized +6.0%
CM CANADIAN IMPERIAL BANK OF COMMERCE 0.0%
Value ($000) $20 Shares 235 Est. Cost $30.91 Unrealized +2.5%
LLY ELI LILLY & CO 0.0%
Value ($000) $20 Shares 150 Est. Cost $102.71 Unrealized +4.7%
FOX FOX CORPORATION CLASS B 0.0%
Value ($000) $20 Shares 540 Est. Cost $31.53 Unrealized -2.3%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $20 Shares 500 Est. Cost $37.72 Unrealized -18.6%
NOK NOKIA OYJ ADR 0.0%
Value ($000) $19 Shares 5,044 Est. Cost $5.76 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $19 Shares 65 Est. Cost $234.91 Unrealized +0.7%
TLT ISHARES 20 PLUS YEAR TREASURY BOND ETF 0.0%
Value ($000) $19 Shares 142 Est. Cost $133.80 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $18 Shares 500 Est. Cost $26.09 Unrealized +31.7%
SHOCKWAVE MEDICAL INC 0.0%
Value ($000) $18 Shares 400 Est. Cost $45.00 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $18 Shares 340 Est. Cost $45.37 Unrealized +1.1%
KTOS KRATOS DEFENSE & SECURITY SOLUTIONS INC 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $11.02 Unrealized +68.3%
CAT CATERPILLAR INC 0.0%
Value ($000) $18 Shares 125 Est. Cost $54.58 Unrealized +125.4%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $18 Shares 220 Est. Cost $36.74 Unrealized +99.7%
BA BOEING CO 0.0%
Value ($000) $17 Shares 50 Est. Cost $344.86 Unrealized +1.8%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $17 Shares 20 Est. Cost $6.74 Unrealized +138.2%
D DOMINION ENERGY, INC. 0.0%
Value ($000) $17 Shares 200 Est. Cost $44.59 Unrealized +40.0%
BP BP PLC 0.0%
Value ($000) $16 Shares 413 Est. Cost $30.86 Unrealized
INN SUMMIT HOTEL PROPERTIES, LLC 0.0%
Value ($000) $16 Shares 1,282 Est. Cost $11.99 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $16 Shares 50 Est. Cost $230.26 Unrealized +29.6%
CEF NUVEEN REAL ASSET 0.0%
Value ($000) $15 Shares 825 Est. Cost $18.18 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $15 Shares 95 Est. Cost $98.99 Unrealized +21.4%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $14 Shares 125 Est. Cost $104.00 Unrealized
HSBC HSBC HOLDINGS PLC ADR REP 5 CORP COMMON 0.0%
Value ($000) $14 Shares 353 Est. Cost $38.24 Unrealized
ROKU ROKU INC CLASS A 0.0%
Value ($000) $13 Shares 100 Est. Cost $137.43 Unrealized 0.0%
TAP MOLSON COORS BEVERAGE COMPANY 0.0%
Value ($000) $13 Shares 250 Est. Cost $45.80 Unrealized +0.3%
ST SENSATA TECHNOLOGIES HOLDING PLC 0.0%
Value ($000) $13 Shares 250 Est. Cost $47.60 Unrealized +7.9%
STM STMICROELECTRONICS NV 0.0%
Value ($000) $13 Shares 500 Est. Cost $18.00 Unrealized
JNK SPDR SERIE BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 0.0%
Value ($000) $13 Shares 121 Est. Cost $108.37 Unrealized
SINA CORP 0.0%
Value ($000) $13 Shares 335 Est. Cost $41.79 Unrealized
XYZ SQUARE, INC. CL A 0.0%
Value ($000) $13 Shares 200 Est. Cost $67.93 Unrealized -5.9%
DON WISDOMTREE MIDCAP DIVIDEND FUND ETF 0.0%
Value ($000) $12 Shares 304 Est. Cost $36.18 Unrealized
TORTOISE ENERGY INFRASTRUCTURE FUND (CEF) 0.0%
Value ($000) $12 Shares 680 Est. Cost $27.94 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $12 Shares 90 Est. Cost $85.00 Unrealized +38.9%
WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $11.00 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $12 Shares 500 Est. Cost $36.37 Unrealized -48.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $12 Shares 68 Est. Cost $132.35 Unrealized
IEFA ISHARE CORE MSCI EAFE ETF 0.0%
Value ($000) $11 Shares 164 Est. Cost $56.07 Unrealized
DLN WISDOMTREE LARGECAP DIVIDEND FUND ETF 0.0%
Value ($000) $11 Shares 101 Est. Cost $99.01 Unrealized
DEO DIAGEO PLC SPONSORED ADR 0.0%
Value ($000) $11 Shares 65 Est. Cost $138.46 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $11 Shares 190 Est. Cost $43.09 Unrealized +19.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $27.60 Unrealized +4.3%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $10 Shares 296 Est. Cost $22.29 Unrealized +0.8%
PERFICIENT INC 0.0%
Value ($000) $10 Shares 217 Est. Cost $46.08 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $10 Shares 267 Est. Cost $35.97 Unrealized 0.0%
LFUS LITTELFUSE INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $169.13 Unrealized +8.5%
JD JD.COM INC SPONSORED ADR 0.0%
Value ($000) $10 Shares 283 Est. Cost $35.34 Unrealized
AEE AMEREN CORPORATION 0.0%
Value ($000) $10 Shares 126 Est. Cost $57.26 Unrealized +11.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $43.30 Unrealized +113.3%
ERIC ERICSSON ADR B SEK 10 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $10.00 Unrealized
GPMT GRANITE POINT MORTGAGE TRUST INC 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.00 Unrealized
GEN NORTONLIFELOCK INC 0.0%
Value ($000) $9 Shares 370 Est. Cost $12.38 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $9 Shares 300 Est. Cost $24.98 Unrealized -2.2%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $180.85 Unrealized -5.6%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $52.65 Unrealized +14.0%
MFC MANULIFE FINANCIAL CORPORATION 0.0%
Value ($000) $9 Shares 420 Est. Cost $15.99 Unrealized +19.4%
CSGS CSG SYSTEMS INTL, INC. 0.0%
Value ($000) $8 Shares 150 Est. Cost $38.83 Unrealized +22.1%
MS MORGAN STANLEY 0.0%
Value ($000) $8 Shares 156 Est. Cost $20.98 Unrealized +86.3%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $8 Shares 300 Est. Cost $19.75 Unrealized +4.3%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $8 Shares 104 Est. Cost $74.55 Unrealized +3.9%
CHRW CH ROBINSON 0.0%
Value ($000) $8 Shares 100 Est. Cost $72.09 Unrealized -4.7%
TNC TENNANT COMPANY 0.0%
Value ($000) $8 Shares 100 Est. Cost $62.09 Unrealized +10.5%
TJX TJX COMPANIES INC. 0.0%
Value ($000) $8 Shares 130 Est. Cost $45.89 Unrealized +19.0%
CANCER GENETICS INC 0.0%
Value ($000) $7 Shares 1,224 Est. Cost $5.72 Unrealized
WHITING PETE CORP 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $8.00 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER TRUST 0.0%
Value ($000) $7 Shares 500 Est. Cost $12.00 Unrealized
ALC ALCON INC 0.0%
Value ($000) $7 Shares 130 Est. Cost $57.87 Unrealized -2.4%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $7 Shares 125 Est. Cost $43.94 Unrealized -1.7%
INCY INCYTE CORP COM 0.0%
Value ($000) $7 Shares 114 Est. Cost $85.43 Unrealized 0.0%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $6 Shares 30 Est. Cost $200.00 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $6 Shares 110 Est. Cost $40.46 Unrealized +5.8%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized -9.4%
SPSM SPDR PORTFOLIO SMALL CAP 0.0%
Value ($000) $6 Shares 183 Est. Cost $27.32 Unrealized
DCI DONALDSON INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $44.71 Unrealized +10.3%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $6 Shares 101 Est. Cost $59.41 Unrealized
FPAYQ FLEXSHOPPER INC 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $1.60 Unrealized +8.0%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $26.74 Unrealized +66.2%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $5 Shares 94 Est. Cost $43.23 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $5 Shares 70 Est. Cost $30.87 Unrealized +42.6%
FUL H.B. FULLER CO 0.0%
Value ($000) $5 Shares 100 Est. Cost $42.03 Unrealized +8.8%
CIMAREX ENERGY CO COM 0.0%
Value ($000) $5 Shares 90 Est. Cost $44.44 Unrealized
ABRAXAS PETROLEUM CORP 0.0%
Value ($000) $5 Shares 15,000 Est. Cost $2.87 Unrealized
PPC PILGRIMSPRIDE CORP 0.0%
Value ($000) $5 Shares 138 Est. Cost $26.31 Unrealized +18.2%
ASB ASSOCIATED BANK CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $15.63 Unrealized +5.4%
EBND SPDR BLOOMBERG BARCLAYS EMERGING MARKETS LOCAL BOND 0.0%
Value ($000) $4 Shares 144 Est. Cost $27.78 Unrealized
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $4 Shares 104 Est. Cost $36.20 Unrealized
ETF I SHARES COMEX GOLDTRUST 0.0%
Value ($000) $3 Shares 176 Est. Cost $10.68 Unrealized
COTY COTY, INC. 0.0%
Value ($000) $3 Shares 234 Est. Cost $11.99 Unrealized -6.6%
IWM ISHARES RUSSELL 2000 INDEX ETF 0.0%
Value ($000) $3 Shares 19 Est. Cost $157.89 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $87.80 Unrealized +19.6%
CCI CROWN CASTLE INTERNATIONAL CORP REIT 0.0%
Value ($000) $2 Shares 15 Est. Cost $104.19 Unrealized 0.0%
VMWARE INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
NFLX NETFLIX, INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $34.87 Unrealized -15.0%
AMT AMERICAN TOWER REIT 0.0%
Value ($000) $2 Shares 10 Est. Cost $183.82 Unrealized 0.0%
APACHE CORP 0.0%
Value ($000) $2 Shares 90 Est. Cost $22.22 Unrealized
GDXJ VANECK VECTORS JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 20 Est. Cost $100.00 Unrealized
AVNS AVANOS MEDICAL, INC. 0.0%
Value ($000) $1 Shares 18 Est. Cost $64.35 Unrealized -43.7%
CHESAPEAKE ENERGY CORP. 0.0%
Value ($000) $1 Shares 1,675 Est. Cost $1.94 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 83 Est. Cost $21.34 Unrealized -46.7%
GERN GERON CORP 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.34 Unrealized +7.9%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $13.59 Unrealized -25.0%
DAKT DAKTRONICS INC 0.0%
Value ($000) $0 Shares 80 Est. Cost $7.07 Unrealized -7.1%
AMERICAN INTL GROUP INC DUE 01/19/21 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized