Alpha Omega Wealth Management LLC Diversified Active

CIK: 0001665633 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 4, 2020

Total Value ($000): $542,567 (100.0% shares, 0.0% debt)

Holdings (185)

ODFL OLD DOMINION FREIGHT LINE IN 44.1%
Value ($000) $239,486 Shares 1,824,519 Est. Cost $56.51 Unrealized +14.5%
MSFT MICROSOFT CORP 2.3%
Value ($000) $12,708 Shares 80,581 Est. Cost $71.49 Unrealized +118.7%
JPST J P MORGAN EXCHANGE-TRADED F 2.2%
Value ($000) $11,700 Shares 235,562 Est. Cost $49.88 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $8,982 Shares 35,323 Est. Cost $31.83 Unrealized +123.3%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $8,089 Shares 61,685 Est. Cost $94.30 Unrealized +27.4%
MDLZ MONDELEZ INTL INC 1.0%
Value ($000) $5,617 Shares 112,155 Est. Cost $39.75 Unrealized +17.5%
CVS CVS HEALTH CORP 1.0%
Value ($000) $5,598 Shares 94,346 Est. Cost $56.60 Unrealized -2.3%
T AT&T INC 1.0%
Value ($000) $5,463 Shares 187,413 Est. Cost $14.65 Unrealized +24.0%
INTC INTEL CORP 1.0%
Value ($000) $5,384 Shares 99,479 Est. Cost $29.40 Unrealized +78.0%
CSCO CISCO SYS INC 0.9%
Value ($000) $4,987 Shares 126,856 Est. Cost $33.93 Unrealized +8.1%
MPC MARATHON PETE CORP 0.9%
Value ($000) $4,844 Shares 205,069 Est. Cost $40.31 Unrealized -4.8%
DIS DISNEY WALT CO 0.9%
Value ($000) $4,642 Shares 48,055 Est. Cost $114.52 Unrealized +7.9%
DUK DUKE ENERGY CORP NEW 0.8%
Value ($000) $4,501 Shares 55,651 Est. Cost $53.40 Unrealized +36.2%
PFE PFIZER INC 0.8%
Value ($000) $4,492 Shares 137,615 Est. Cost $22.32 Unrealized +15.7%
NSC NORFOLK SOUTHERN CORP 0.8%
Value ($000) $4,468 Shares 30,601 Est. Cost $110.88 Unrealized +47.6%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $4,272 Shares 58,953 Est. Cost $73.61 Unrealized +3.3%
ENB ENBRIDGE INC 0.8%
Value ($000) $4,084 Shares 140,376 Est. Cost $23.03 Unrealized +8.6%
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $3,943 Shares 52,745 Est. Cost $53.45 Unrealized +2.8%
COF CAPITAL ONE FINL CORP 0.7%
Value ($000) $3,839 Shares 76,131 Est. Cost $79.92 Unrealized -0.6%
AEP AMERICAN ELEC PWR CO INC 0.7%
Value ($000) $3,699 Shares 46,252 Est. Cost $60.39 Unrealized +26.7%
MKL MARKEL CORP 0.7%
Value ($000) $3,663 Shares 3,948 Est. Cost $1106.53 Unrealized +3.3%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $3,615 Shares 32,592 Est. Cost $100.06 Unrealized -1.8%
ETN EATON CORP PLC 0.7%
Value ($000) $3,582 Shares 46,111 Est. Cost $50.64 Unrealized +63.2%
LNT ALLIANT ENERGY CORP 0.6%
Value ($000) $3,409 Shares 70,589 Est. Cost $25.78 Unrealized +76.4%
MRK MERCK & CO. INC 0.6%
Value ($000) $3,350 Shares 43,545 Est. Cost $61.41 Unrealized +6.0%
SCHD SCHWAB STRATEGIC TR 0.6%
Value ($000) $3,340 Shares 74,255 Est. Cost $46.91 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $3,332 Shares 37,014 Est. Cost $95.47 Unrealized +8.5%
MCD MCDONALDS CORP 0.6%
Value ($000) $3,330 Shares 20,139 Est. Cost $90.83 Unrealized +89.2%
SCHB SCHWAB STRATEGIC TR 0.6%
Value ($000) $3,273 Shares 54,170 Est. Cost $54.22 Unrealized
ALB ALBEMARLE CORP 0.6%
Value ($000) $3,254 Shares 57,728 Est. Cost $71.10 Unrealized 0.0%
GNTX GENTEX CORP 0.6%
Value ($000) $3,202 Shares 144,484 Est. Cost $23.01 Unrealized +20.7%
DHR DANAHER CORPORATION 0.6%
Value ($000) $3,190 Shares 23,045 Est. Cost $121.59 Unrealized +8.0%
LOGI LOGITECH INTL S A 0.6%
Value ($000) $3,116 Shares 71,544 Est. Cost $14.33 Unrealized +176.0%
D DOMINION ENERGY INC 0.6%
Value ($000) $3,053 Shares 42,296 Est. Cost $54.11 Unrealized +16.7%
AMT AMERICAN TOWER CORP NEW 0.5%
Value ($000) $2,956 Shares 13,575 Est. Cost $182.92 Unrealized +7.8%
BROOKFIELD ASSET MGMT INC 0.5%
Value ($000) $2,855 Shares 64,511 Est. Cost $56.25 Unrealized
TFC TRUIST FINL CORP 0.5%
Value ($000) $2,806 Shares 90,979 Est. Cost $40.89 Unrealized -12.0%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $2,699 Shares 50,237 Est. Cost $35.79 Unrealized +14.6%
TAP MOLSON COORS BEVERAGE CO 0.5%
Value ($000) $2,698 Shares 69,156 Est. Cost $48.34 Unrealized -9.6%
KMX CARMAX INC 0.5%
Value ($000) $2,684 Shares 49,861 Est. Cost $84.90 Unrealized -0.3%
APLE APPLE HOSPITALITY REIT INC 0.5%
Value ($000) $2,620 Shares 285,687 Est. Cost $17.15 Unrealized
SPIRIT RLTY CAP INC NEW 0.5%
Value ($000) $2,599 Shares 99,388 Est. Cost $47.56 Unrealized
GLW CORNING INC 0.5%
Value ($000) $2,594 Shares 126,292 Est. Cost $17.93 Unrealized +23.2%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $2,572 Shares 46,143 Est. Cost $37.79 Unrealized +28.6%
ABT ABBOTT LABS 0.5%
Value ($000) $2,571 Shares 32,576 Est. Cost $49.90 Unrealized +51.0%
JCI JOHNSON CTLS INTL PLC 0.5%
Value ($000) $2,565 Shares 95,153 Est. Cost $32.35 Unrealized +1.9%
ADBE ADOBE INC 0.5%
Value ($000) $2,562 Shares 8,051 Est. Cost $280.16 Unrealized +22.1%
PEP PEPSICO INC 0.5%
Value ($000) $2,543 Shares 21,171 Est. Cost $102.17 Unrealized +10.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $2,446 Shares 13,378 Est. Cost $186.55 Unrealized +13.9%
AON PLC 0.4%
Value ($000) $2,363 Shares 14,317 Est. Cost $92.18 Unrealized
RHI ROBERT HALF INTL INC 0.4%
Value ($000) $2,337 Shares 61,915 Est. Cost $42.32 Unrealized +27.9%
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $2,313 Shares 17,945 Est. Cost $115.30 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,287 Shares 60,223 Est. Cost $54.97 Unrealized -23.4%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $2,220 Shares 13,599 Est. Cost $114.48 Unrealized +54.7%
V VISA INC 0.4%
Value ($000) $2,218 Shares 13,768 Est. Cost $170.02 Unrealized +6.3%
FHI FEDERATED HERMES INC 0.4%
Value ($000) $2,198 Shares 115,402 Est. Cost $24.50 Unrealized -8.2%
IVZ INVESCO LTD 0.4%
Value ($000) $2,140 Shares 235,707 Est. Cost $12.74 Unrealized -8.2%
WESTROCK CO 0.4%
Value ($000) $2,140 Shares 75,720 Est. Cost $41.87 Unrealized
SCHF SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,058 Shares 79,644 Est. Cost $31.00 Unrealized
MA MASTERCARD INC 0.4%
Value ($000) $2,018 Shares 8,356 Est. Cost $229.54 Unrealized +25.4%
PG PROCTER & GAMBLE CO 0.4%
Value ($000) $2,006 Shares 18,236 Est. Cost $83.68 Unrealized +24.1%
SCHM SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,957 Shares 46,423 Est. Cost $47.67 Unrealized
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $1,856 Shares 8,078 Est. Cost $208.59 Unrealized +7.8%
HD HOME DEPOT INC 0.3%
Value ($000) $1,772 Shares 9,493 Est. Cost $166.46 Unrealized +14.2%
PSX PHILLIPS 66 0.3%
Value ($000) $1,751 Shares 32,636 Est. Cost $60.25 Unrealized +5.9%
AMZN AMAZON COM INC 0.3%
Value ($000) $1,729 Shares 887 Est. Cost $90.96 Unrealized +6.4%
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,653 Shares 26,984 Est. Cost $60.19 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $1,563 Shares 1,345 Est. Cost $58.99 Unrealized +14.0%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,543 Shares 18,364 Est. Cost $111.81 Unrealized
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1,516 Shares 3,299 Est. Cost $160.93 Unrealized +6.4%
LBRDK LIBERTY BROADBAND CORP 0.3%
Value ($000) $1,444 Shares 13,044 Est. Cost $97.84 Unrealized +19.1%
SJM SMUCKER J M CO 0.2%
Value ($000) $1,314 Shares 11,836 Est. Cost $90.47 Unrealized -2.5%
GOOG ALPHABET INC 0.2%
Value ($000) $1,287 Shares 1,107 Est. Cost $58.92 Unrealized +14.3%
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,275 Shares 24,748 Est. Cost $64.56 Unrealized
NVR NVR INC 0.2%
Value ($000) $1,274 Shares 496 Est. Cost $2091.86 Unrealized +71.4%
IEMG ISHARES INC 0.2%
Value ($000) $1,257 Shares 31,062 Est. Cost $49.42 Unrealized
NKE NIKE INC 0.2%
Value ($000) $1,249 Shares 15,091 Est. Cost $68.01 Unrealized +26.3%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $1,235 Shares 8,616 Est. Cost $160.13 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC 0.2%
Value ($000) $1,227 Shares 6,482 Est. Cost $236.60 Unrealized -3.0%
SCHP SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,205 Shares 20,957 Est. Cost $57.50 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $1,171 Shares 13,608 Est. Cost $87.01 Unrealized +12.9%
WPC WP CAREY INC 0.2%
Value ($000) $1,153 Shares 19,860 Est. Cost $84.28 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $1,148 Shares 16,972 Est. Cost $56.24 Unrealized +27.9%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,039 Shares 30,217 Est. Cost $36.41 Unrealized -1.0%
UNP UNION PAC CORP 0.2%
Value ($000) $1,007 Shares 7,137 Est. Cost $145.87 Unrealized -0.6%
ALL ALLSTATE CORP 0.2%
Value ($000) $1,003 Shares 10,929 Est. Cost $89.63 Unrealized +5.1%
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $1,001 Shares 12,313 Est. Cost $110.84 Unrealized
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $954 Shares 46,091 Est. Cost $21.91 Unrealized
CME CME GROUP INC 0.2%
Value ($000) $950 Shares 5,495 Est. Cost $163.12 Unrealized -2.1%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $944 Shares 10,106 Est. Cost $82.99 Unrealized -1.3%
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $921 Shares 28,185 Est. Cost $58.75 Unrealized
RAYTHEON CO 0.2%
Value ($000) $908 Shares 6,925 Est. Cost $215.24 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $903 Shares 6,748 Est. Cost $137.91 Unrealized -1.0%
ABBV ABBVIE INC 0.2%
Value ($000) $841 Shares 11,034 Est. Cost $52.58 Unrealized +27.8%
AVGO BROADCOM INC 0.1%
Value ($000) $793 Shares 3,344 Est. Cost $24.05 Unrealized +1.0%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $790 Shares 3,957 Est. Cost $192.57 Unrealized +2.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $780 Shares 20,179 Est. Cost $29.02 Unrealized -5.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $764 Shares 2,255 Est. Cost $284.41 Unrealized +17.8%
VMC VULCAN MATLS CO 0.1%
Value ($000) $759 Shares 7,021 Est. Cost $130.58 Unrealized -7.0%
WSO WATSCO INC 0.1%
Value ($000) $747 Shares 4,730 Est. Cost $161.82 Unrealized +4.3%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $720 Shares 10,785 Est. Cost $46.57 Unrealized +42.8%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $719 Shares 4,588 Est. Cost $111.50 Unrealized
DLS WISDOMTREE TR 0.1%
Value ($000) $694 Shares 14,449 Est. Cost $63.11 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $690 Shares 15,588 Est. Cost $39.60 Unrealized +13.6%
HDV ISHARES TR 0.1%
Value ($000) $677 Shares 9,460 Est. Cost $74.31 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $677 Shares 7,507 Est. Cost $80.77 Unrealized +11.6%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $672 Shares 31,663 Est. Cost $19.58 Unrealized +32.4%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $663 Shares 6,925 Est. Cost $44.41 Unrealized +148.0%
WY WEYERHAEUSER CO 0.1%
Value ($000) $661 Shares 39,011 Est. Cost $20.73 Unrealized +2.1%
EMR EMERSON ELEC CO 0.1%
Value ($000) $635 Shares 13,335 Est. Cost $53.78 Unrealized +7.4%
DEO DIAGEO P L C 0.1%
Value ($000) $623 Shares 4,899 Est. Cost $152.93 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $612 Shares 12,660 Est. Cost $49.50 Unrealized -4.0%
JMST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $605 Shares 11,995 Est. Cost $50.44 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $581 Shares 7,961 Est. Cost $56.09 Unrealized +8.3%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $574 Shares 17,113 Est. Cost $36.24 Unrealized
VFC V F CORP 0.1%
Value ($000) $560 Shares 10,359 Est. Cost $85.46 Unrealized -8.8%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $551 Shares 4,166 Est. Cost $160.32 Unrealized -9.6%
IJR ISHARES TR 0.1%
Value ($000) $529 Shares 9,420 Est. Cost $89.11 Unrealized
CVE CENOVUS ENERGY INC 0.1%
Value ($000) $529 Shares 262,003 Est. Cost $8.18 Unrealized -23.6%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $527 Shares 5,269 Est. Cost $71.99 Unrealized +41.2%
C CITIGROUP INC 0.1%
Value ($000) $518 Shares 12,301 Est. Cost $54.10 Unrealized +0.2%
PFF ISHARES TR 0.1%
Value ($000) $506 Shares 15,905 Est. Cost $31.81 Unrealized
ROSETTA STONE INC 0.1%
Value ($000) $505 Shares 35,993 Est. Cost $9.07 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $503 Shares 16,100 Est. Cost $11.56 Unrealized +31.2%
FNF FIDELITY NATIONAL FINANCIAL 0.1%
Value ($000) $496 Shares 19,945 Est. Cost $31.32 Unrealized -4.3%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $493 Shares 1,912 Est. Cost $241.10 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $484 Shares 9,059 Est. Cost $61.27 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $473 Shares 10,371 Est. Cost $42.09 Unrealized +39.8%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $464 Shares 11,318 Est. Cost $45.31 Unrealized
SCZ ISHARES TR 0.1%
Value ($000) $455 Shares 10,142 Est. Cost $52.44 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $437 Shares 1,815 Est. Cost $42.74 Unrealized +27.0%
AMGN AMGEN INC 0.1%
Value ($000) $410 Shares 2,023 Est. Cost $137.26 Unrealized +32.8%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $407 Shares 4,050 Est. Cost $111.53 Unrealized -4.0%
MMM 3M CO 0.1%
Value ($000) $403 Shares 2,951 Est. Cost $110.05 Unrealized -3.7%
LLY LILLY ELI & CO 0.1%
Value ($000) $402 Shares 2,896 Est. Cost $81.41 Unrealized +57.4%
IGSB ISHARES TR 0.1%
Value ($000) $400 Shares 7,637 Est. Cost $53.58 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $393 Shares 8,214 Est. Cost $45.91 Unrealized +16.2%
EXC EXELON CORP 0.1%
Value ($000) $379 Shares 10,293 Est. Cost $17.56 Unrealized +45.0%
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $366 Shares 11,190 Est. Cost $41.05 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $344 Shares 7,513 Est. Cost $33.48 Unrealized +62.3%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $342 Shares 3,847 Est. Cost $124.02 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $341 Shares 6,990 Est. Cost $50.88 Unrealized
KANSAS CITY SOUTHERN 0.1%
Value ($000) $338 Shares 2,659 Est. Cost $153.44 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $330 Shares 9,676 Est. Cost $36.64 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $325 Shares 3,958 Est. Cost $78.59 Unrealized
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $306 Shares 12,526 Est. Cost $30.04 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $306 Shares 2,118 Est. Cost $104.43 Unrealized +10.0%
IEFA ISHARES TR 0.1%
Value ($000) $305 Shares 6,118 Est. Cost $62.41 Unrealized
KLAC KLA CORPORATION 0.1%
Value ($000) $303 Shares 2,105 Est. Cost $65.71 Unrealized +128.6%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $293 Shares 3,239 Est. Cost $96.92 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $290 Shares 2,465 Est. Cost $114.57 Unrealized +9.4%
FTV FORTIVE CORP 0.1%
Value ($000) $289 Shares 5,237 Est. Cost $44.87 Unrealized -5.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $285 Shares 2,754 Est. Cost $85.49 Unrealized
PSEC PROSPECT CAPITAL CORPORATION 0.1%
Value ($000) $283 Shares 66,662 Est. Cost $2.19 Unrealized +27.6%
SO SOUTHERN CO 0.1%
Value ($000) $283 Shares 5,235 Est. Cost $32.23 Unrealized +56.6%
LAMR LAMAR ADVERTISING CO NEW 0.1%
Value ($000) $283 Shares 5,524 Est. Cost $81.70 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $273 Shares 4,152 Est. Cost $71.23 Unrealized -0.3%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $268 Shares 2,258 Est. Cost $124.77 Unrealized -5.3%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $268 Shares 1,886 Est. Cost $125.23 Unrealized +17.9%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $266 Shares 2,614 Est. Cost $61.60 Unrealized +79.9%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $264 Shares 3,319 Est. Cost $79.54 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $264 Shares 4,197 Est. Cost $43.92 Unrealized +53.5%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $262 Shares 9,167 Est. Cost $52.99 Unrealized -9.4%
STIP ISHARES TR 0.0%
Value ($000) $256 Shares 2,565 Est. Cost $99.81 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $249 Shares 1,595 Est. Cost $155.53 Unrealized +18.0%
INTU INTUIT 0.0%
Value ($000) $247 Shares 1,075 Est. Cost $263.91 Unrealized -1.1%
TIP ISHARES TR 0.0%
Value ($000) $242 Shares 2,053 Est. Cost $113.22 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $226 Shares 28,436 Est. Cost $28.00 Unrealized
XILINX INC 0.0%
Value ($000) $222 Shares 2,850 Est. Cost $47.02 Unrealized
DGS WISDOMTREE TR 0.0%
Value ($000) $217 Shares 6,564 Est. Cost $33.06 Unrealized
WMT WALMART INC 0.0%
Value ($000) $217 Shares 1,911 Est. Cost $25.76 Unrealized +37.3%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $217 Shares 4,770 Est. Cost $69.93 Unrealized -11.7%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $215 Shares 2,162 Est. Cost $48.90 Unrealized +94.2%
BLACK KNIGHT INC 0.0%
Value ($000) $210 Shares 3,624 Est. Cost $56.57 Unrealized
CHCO CITY HLDG CO 0.0%
Value ($000) $207 Shares 3,114 Est. Cost $44.79 Unrealized +37.6%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $206 Shares 826 Est. Cost $184.08 Unrealized +35.7%
CBU COMMUNITY BK SYS INC 0.0%
Value ($000) $204 Shares 3,471 Est. Cost $51.28 Unrealized +5.6%
SYK STRYKER CORP 0.0%
Value ($000) $201 Shares 1,205 Est. Cost $104.67 Unrealized +75.1%
HRB BLOCK H & R INC 0.0%
Value ($000) $153 Shares 10,851 Est. Cost $16.67 Unrealized 0.0%
SKT TANGER FACTORY OUTLET CTRS I 0.0%
Value ($000) $151 Shares 30,175 Est. Cost $9.45 Unrealized
BLACKROCK MUN 2020 TERM TR 0.0%
Value ($000) $150 Shares 10,200 Est. Cost $15.90 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $138 Shares 12,757 Est. Cost $10.07 Unrealized -4.9%
BLACKROCK FLOATING RATE INCO 0.0%
Value ($000) $118 Shares 11,800 Est. Cost $14.44 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $89 Shares 13,691 Est. Cost $8.35 Unrealized
ALPS ETF TR 0.0%
Value ($000) $70 Shares 20,217 Est. Cost $10.51 Unrealized