Alpha Omega Wealth Management LLC Diversified Active

CIK: 0001665633 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 5, 2020

Total Value ($000): $708,629 (100.0% shares, 0.0% debt)

Holdings (198)

ODFL OLD DOMINION FREIGHT LINE IN 46.3%
Value ($000) $327,741 Shares 1,811,525 Est. Cost $56.51 Unrealized +62.0%
JPST J P MORGAN EXCHANGE-TRADED F 3.1%
Value ($000) $21,887 Shares 430,898 Est. Cost $50.29 Unrealized
MSFT MICROSOFT CORP 2.3%
Value ($000) $16,028 Shares 76,204 Est. Cost $71.49 Unrealized +180.8%
AAPL APPLE INC 2.1%
Value ($000) $14,767 Shares 127,512 Est. Cost $86.34 Unrealized +22.7%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $9,040 Shares 60,721 Est. Cost $94.30 Unrealized +34.7%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $7,472 Shares 103,772 Est. Cost $70.53 Unrealized -5.7%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $6,882 Shares 115,683 Est. Cost $38.77 Unrealized +9.8%
MDLZ MONDELEZ INTL INC 0.9%
Value ($000) $6,227 Shares 108,390 Est. Cost $39.75 Unrealized +22.2%
DIS DISNEY WALT CO 0.8%
Value ($000) $5,829 Shares 46,979 Est. Cost $114.52 Unrealized +6.6%
ABBV ABBVIE INC 0.8%
Value ($000) $5,727 Shares 65,388 Est. Cost $69.29 Unrealized +10.1%
T AT&T INC 0.8%
Value ($000) $5,349 Shares 187,611 Est. Cost $14.66 Unrealized +6.1%
CSCO CISCO SYS INC 0.7%
Value ($000) $5,308 Shares 134,758 Est. Cost $34.19 Unrealized +8.4%
CVS CVS HEALTH CORP 0.7%
Value ($000) $5,207 Shares 89,154 Est. Cost $56.60 Unrealized -7.5%
TFC TRUIST FINL CORP 0.7%
Value ($000) $5,135 Shares 134,946 Est. Cost $36.59 Unrealized -19.7%
INTC INTEL CORP 0.7%
Value ($000) $4,980 Shares 96,180 Est. Cost $29.40 Unrealized +58.2%
DUK DUKE ENERGY CORP NEW 0.7%
Value ($000) $4,889 Shares 55,209 Est. Cost $53.40 Unrealized +25.0%
DHR DANAHER CORPORATION 0.7%
Value ($000) $4,831 Shares 22,437 Est. Cost $121.59 Unrealized +42.9%
PFE PFIZER INC 0.7%
Value ($000) $4,776 Shares 130,127 Est. Cost $22.32 Unrealized +21.4%
LOGI LOGITECH INTL S A 0.6%
Value ($000) $4,437 Shares 56,996 Est. Cost $14.33 Unrealized +356.3%
ETN EATON CORP PLC 0.6%
Value ($000) $4,377 Shares 42,904 Est. Cost $50.64 Unrealized +76.1%
NSC NORFOLK SOUTHN CORP 0.6%
Value ($000) $4,306 Shares 20,123 Est. Cost $110.88 Unrealized +62.3%
KMX CARMAX INC 0.6%
Value ($000) $4,267 Shares 46,425 Est. Cost $84.90 Unrealized +17.7%
MCD MCDONALDS CORP 0.6%
Value ($000) $4,195 Shares 19,112 Est. Cost $90.83 Unrealized +99.7%
SCHB SCHWAB STRATEGIC TR 0.6%
Value ($000) $4,121 Shares 51,743 Est. Cost $54.22 Unrealized
ENB ENBRIDGE INC 0.6%
Value ($000) $4,121 Shares 141,124 Est. Cost $23.00 Unrealized -4.4%
TSN TYSON FOODS INC 0.6%
Value ($000) $4,085 Shares 68,679 Est. Cost $52.39 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.6%
Value ($000) $3,982 Shares 72,001 Est. Cost $46.91 Unrealized
COF CAPITAL ONE FINL CORP 0.6%
Value ($000) $3,963 Shares 55,143 Est. Cost $79.92 Unrealized -23.7%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $3,949 Shares 32,458 Est. Cost $100.00 Unrealized -6.1%
MPC MARATHON PETE CORP 0.6%
Value ($000) $3,933 Shares 134,037 Est. Cost $40.31 Unrealized -25.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.5%
Value ($000) $3,890 Shares 7,931 Est. Cost $280.16 Unrealized +66.0%
SPIRIT RLTY CAP INC NEW 0.5%
Value ($000) $3,876 Shares 114,834 Est. Cost $45.89 Unrealized
GLW CORNING INC 0.5%
Value ($000) $3,806 Shares 117,438 Est. Cost $17.93 Unrealized +48.7%
AEP AMERICAN ELEC PWR CO INC 0.5%
Value ($000) $3,748 Shares 45,853 Est. Cost $60.51 Unrealized +12.0%
MKL MARKEL CORP 0.5%
Value ($000) $3,722 Shares 3,823 Est. Cost $1106.53 Unrealized -8.2%
JCI JOHNSON CTLS INTL PLC 0.5%
Value ($000) $3,714 Shares 90,918 Est. Cost $32.35 Unrealized +8.7%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $3,695 Shares 38,377 Est. Cost $95.09 Unrealized -10.1%
MRK MERCK & CO. INC 0.5%
Value ($000) $3,645 Shares 43,938 Est. Cost $61.48 Unrealized +7.2%
LNT ALLIANT ENERGY CORP 0.5%
Value ($000) $3,575 Shares 69,221 Est. Cost $25.78 Unrealized +70.7%
GNTX GENTEX CORP 0.5%
Value ($000) $3,521 Shares 136,733 Est. Cost $23.01 Unrealized +15.5%
D DOMINION ENERGY INC 0.5%
Value ($000) $3,400 Shares 43,070 Est. Cost $54.44 Unrealized +14.0%
AMT AMERICAN TOWER CORP NEW 0.5%
Value ($000) $3,252 Shares 13,455 Est. Cost $182.92 Unrealized +18.5%
WESTROCK CO 0.5%
Value ($000) $3,248 Shares 93,485 Est. Cost $40.39 Unrealized
RHI ROBERT HALF INTL INC 0.5%
Value ($000) $3,193 Shares 60,317 Est. Cost $42.32 Unrealized +25.8%
BROOKFIELD ASSET MGMT INC 0.4%
Value ($000) $3,177 Shares 96,101 Est. Cost $48.56 Unrealized
AON AON PLC 0.4%
Value ($000) $2,954 Shares 14,317 Est. Cost $178.56 Unrealized +7.4%
PEP PEPSICO INC 0.4%
Value ($000) $2,945 Shares 21,247 Est. Cost $102.32 Unrealized +12.6%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $2,935 Shares 12,986 Est. Cost $114.48 Unrealized +85.4%
ABT ABBOTT LABS 0.4%
Value ($000) $2,932 Shares 26,945 Est. Cost $50.50 Unrealized +82.8%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $2,834 Shares 8,381 Est. Cost $229.54 Unrealized +37.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $2,827 Shares 13,278 Est. Cost $186.55 Unrealized +9.7%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $2,758 Shares 45,738 Est. Cost $37.79 Unrealized +28.6%
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $2,745 Shares 16,119 Est. Cost $115.30 Unrealized
V VISA INC 0.4%
Value ($000) $2,739 Shares 13,696 Est. Cost $170.02 Unrealized +13.1%
AMZN AMAZON COM INC 0.4%
Value ($000) $2,717 Shares 863 Est. Cost $90.96 Unrealized +73.3%
SCHM SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,625 Shares 47,320 Est. Cost $47.73 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $2,615 Shares 9,415 Est. Cost $166.46 Unrealized +42.8%
PSX PHILLIPS 66 0.4%
Value ($000) $2,613 Shares 50,410 Est. Cost $57.34 Unrealized -14.4%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $2,611 Shares 41,315 Est. Cost $53.45 Unrealized +5.0%
SCHF SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,580 Shares 82,169 Est. Cost $31.01 Unrealized
STZ CONSTELLATION BRANDS INC 0.4%
Value ($000) $2,539 Shares 13,397 Est. Cost $162.32 Unrealized +2.9%
FHI FEDERATED HERMES INC 0.3%
Value ($000) $2,467 Shares 114,685 Est. Cost $24.50 Unrealized -25.1%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $2,460 Shares 17,700 Est. Cost $83.68 Unrealized +39.0%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $2,262 Shares 3,246 Est. Cost $160.93 Unrealized +29.4%
LOW LOWES COS INC 0.3%
Value ($000) $2,227 Shares 13,424 Est. Cost $87.01 Unrealized +60.7%
TAP MOLSON COORS BEVERAGE CO 0.3%
Value ($000) $2,201 Shares 65,575 Est. Cost $47.91 Unrealized -34.4%
NVR NVR INC 0.3%
Value ($000) $2,025 Shares 496 Est. Cost $2091.86 Unrealized +84.5%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $2,016 Shares 18,652 Est. Cost $111.81 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $1,995 Shares 16,954 Est. Cost $56.24 Unrealized +69.2%
GOOGL ALPHABET INC 0.3%
Value ($000) $1,977 Shares 1,349 Est. Cost $58.99 Unrealized +28.2%
SCHP SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,972 Shares 31,997 Est. Cost $58.72 Unrealized
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,920 Shares 23,814 Est. Cost $60.19 Unrealized
NKE NIKE INC 0.3%
Value ($000) $1,905 Shares 15,173 Est. Cost $68.01 Unrealized +46.5%
LBRDK LIBERTY BROADBAND CORP 0.3%
Value ($000) $1,864 Shares 13,044 Est. Cost $97.84 Unrealized +31.5%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $1,852 Shares 7,960 Est. Cost $208.59 Unrealized +8.0%
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,758 Shares 25,728 Est. Cost $64.67 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $1,703 Shares 32,252 Est. Cost $49.57 Unrealized
NEXTERA ENERGY INC 0.2%
Value ($000) $1,637 Shares 35,075 Est. Cost $46.67 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $1,627 Shares 1,107 Est. Cost $58.92 Unrealized +28.5%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,546 Shares 9,281 Est. Cost $82.99 Unrealized +41.4%
MLM MARTIN MARIETTA MATLS INC 0.2%
Value ($000) $1,526 Shares 6,482 Est. Cost $236.60 Unrealized -11.7%
UNP UNION PAC CORP 0.2%
Value ($000) $1,405 Shares 7,137 Est. Cost $145.87 Unrealized +13.0%
SJM SMUCKER J M CO 0.2%
Value ($000) $1,342 Shares 11,619 Est. Cost $90.47 Unrealized +3.3%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,334 Shares 28,830 Est. Cost $36.41 Unrealized +3.3%
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $1,299 Shares 12,813 Est. Cost $110.52 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $1,262 Shares 6,404 Est. Cost $44.41 Unrealized +323.1%
AVGO BROADCOM INC 0.2%
Value ($000) $1,218 Shares 3,344 Est. Cost $24.05 Unrealized +23.3%
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,213 Shares 45,339 Est. Cost $21.91 Unrealized
WPC WP CAREY INC 0.2%
Value ($000) $1,196 Shares 18,353 Est. Cost $84.28 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,179 Shares 3,957 Est. Cost $192.57 Unrealized +30.7%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,142 Shares 6,940 Est. Cost $137.78 Unrealized -3.3%
WSO WATSCO INC 0.2%
Value ($000) $1,071 Shares 4,600 Est. Cost $161.82 Unrealized +39.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $1,035 Shares 17,990 Est. Cost $54.61 Unrealized -1.7%
ALL ALLSTATE CORP 0.1%
Value ($000) $1,029 Shares 10,929 Est. Cost $89.63 Unrealized -8.8%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $1,024 Shares 4,500 Est. Cost $111.50 Unrealized
JMST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $992 Shares 19,451 Est. Cost $50.65 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $962 Shares 10,623 Est. Cost $46.57 Unrealized +71.7%
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $947 Shares 33,191 Est. Cost $20.73 Unrealized +7.6%
VMC VULCAN MATLS CO 0.1%
Value ($000) $925 Shares 6,826 Est. Cost $130.58 Unrealized -7.9%
CME CME GROUP INC 0.1%
Value ($000) $905 Shares 5,408 Est. Cost $163.12 Unrealized -16.5%
DLS WISDOMTREE TR 0.1%
Value ($000) $878 Shares 14,655 Est. Cost $63.02 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $860 Shares 13,113 Est. Cost $53.78 Unrealized +9.3%
MDT MEDTRONIC PLC 0.1%
Value ($000) $813 Shares 7,819 Est. Cost $80.99 Unrealized +6.5%
KO COCA COLA CO 0.1%
Value ($000) $792 Shares 16,033 Est. Cost $39.65 Unrealized +2.9%
ORCL ORACLE CORP 0.1%
Value ($000) $763 Shares 12,774 Est. Cost $49.50 Unrealized +6.6%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $751 Shares 5,259 Est. Cost $71.99 Unrealized +62.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $741 Shares 19,182 Est. Cost $29.02 Unrealized -6.3%
HDV ISHARES TR 0.1%
Value ($000) $719 Shares 8,936 Est. Cost $74.31 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $696 Shares 28,896 Est. Cost $19.58 Unrealized +11.5%
FAST FASTENAL CO 0.1%
Value ($000) $695 Shares 15,420 Est. Cost $11.56 Unrealized +73.6%
VFC V F CORP 0.1%
Value ($000) $686 Shares 9,771 Est. Cost $85.46 Unrealized -24.4%
IJR ISHARES TR 0.1%
Value ($000) $679 Shares 9,665 Est. Cost $88.61 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $674 Shares 15,589 Est. Cost $36.24 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $651 Shares 10,467 Est. Cost $42.33 Unrealized +19.1%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $646 Shares 1,930 Est. Cost $241.10 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.1%
Value ($000) $624 Shares 19,945 Est. Cost $31.32 Unrealized -22.0%
PFF ISHARES TR 0.1%
Value ($000) $597 Shares 16,386 Est. Cost $31.93 Unrealized
J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $583 Shares 20,843 Est. Cost $27.98 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $578 Shares 4,174 Est. Cost $160.32 Unrealized -18.3%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $573 Shares 16,695 Est. Cost $54.97 Unrealized -41.2%
AMGN AMGEN INC 0.1%
Value ($000) $572 Shares 2,249 Est. Cost $144.52 Unrealized +45.0%
C CITIGROUP INC 0.1%
Value ($000) $571 Shares 13,244 Est. Cost $53.14 Unrealized -22.8%
STIP ISHARES TR 0.1%
Value ($000) $567 Shares 5,451 Est. Cost $101.16 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $563 Shares 11,161 Est. Cost $45.31 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $524 Shares 6,981 Est. Cost $56.09 Unrealized +4.9%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $504 Shares 4,557 Est. Cost $121.60 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $504 Shares 1,815 Est. Cost $42.74 Unrealized +41.0%
MMM 3M CO 0.1%
Value ($000) $492 Shares 3,072 Est. Cost $110.06 Unrealized +0.3%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $481 Shares 4,000 Est. Cost $111.53 Unrealized +9.4%
SCZ ISHARES TR 0.1%
Value ($000) $452 Shares 7,668 Est. Cost $52.44 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $439 Shares 6,895 Est. Cost $61.27 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $439 Shares 3,809 Est. Cost $83.29 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $436 Shares 7,340 Est. Cost $33.48 Unrealized +75.8%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $433 Shares 400 Est. Cost $749.93 Unrealized +44.7%
EEM ISHARES TR 0.1%
Value ($000) $429 Shares 9,720 Est. Cost $36.64 Unrealized
OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $425 Shares 37,000 Est. Cost Unrealized
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $420 Shares 12,926 Est. Cost $30.11 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $419 Shares 7,637 Est. Cost $53.58 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $418 Shares 2,821 Est. Cost $81.41 Unrealized +79.1%
ZTS ZOETIS INC 0.1%
Value ($000) $408 Shares 2,465 Est. Cost $114.57 Unrealized +28.0%
KLAC KLA CORP 0.1%
Value ($000) $403 Shares 2,080 Est. Cost $65.71 Unrealized +183.2%
IEFA ISHARES TR 0.1%
Value ($000) $402 Shares 6,675 Est. Cost $62.23 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $399 Shares 5,237 Est. Cost $44.87 Unrealized -0.6%
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $396 Shares 11,190 Est. Cost $41.05 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $378 Shares 2,913 Est. Cost $96.92 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $377 Shares 2,267 Est. Cost $106.18 Unrealized +21.5%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.1%
Value ($000) $373 Shares 2,258 Est. Cost $124.77 Unrealized +30.2%
ADSK AUTODESK INC 0.1%
Value ($000) $368 Shares 1,595 Est. Cost $155.53 Unrealized +52.8%
LAMR LAMAR ADVERTISING CO NEW 0.1%
Value ($000) $366 Shares 5,524 Est. Cost $81.70 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $361 Shares 10,093 Est. Cost $17.56 Unrealized +24.7%
FLOT ISHARES TR 0.1%
Value ($000) $355 Shares 6,990 Est. Cost $50.88 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $354 Shares 1,831 Est. Cost $126.08 Unrealized +32.7%
INTU INTUIT 0.0%
Value ($000) $351 Shares 1,075 Est. Cost $263.91 Unrealized +14.7%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $350 Shares 69,547 Est. Cost $2.21 Unrealized +16.2%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $342 Shares 2,658 Est. Cost $85.49 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $339 Shares 3,951 Est. Cost $71.19 Unrealized -0.6%
FDX FEDEX CORP 0.0%
Value ($000) $336 Shares 1,334 Est. Cost $113.18 Unrealized +59.9%
PAYX PAYCHEX INC 0.0%
Value ($000) $335 Shares 4,197 Est. Cost $43.92 Unrealized +46.9%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $329 Shares 3,958 Est. Cost $78.59 Unrealized
BLACK KNIGHT INC 0.0%
Value ($000) $315 Shares 3,624 Est. Cost $56.57 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $312 Shares 2,439 Est. Cost $61.60 Unrealized +74.9%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $302 Shares 968 Est. Cost $202.84 Unrealized +38.6%
XILINX INC 0.0%
Value ($000) $297 Shares 2,850 Est. Cost $47.02 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $275 Shares 8,996 Est. Cost $52.99 Unrealized -47.1%
SO SOUTHERN CO 0.0%
Value ($000) $273 Shares 5,035 Est. Cost $32.23 Unrealized +35.1%
WMT WALMART INC 0.0%
Value ($000) $267 Shares 1,911 Est. Cost $25.76 Unrealized +60.4%
TIP ISHARES TR 0.0%
Value ($000) $260 Shares 2,053 Est. Cost $113.22 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $257 Shares 4,770 Est. Cost $69.93 Unrealized -26.3%
TJX TJX COS INC NEW 0.0%
Value ($000) $256 Shares 4,606 Est. Cost $45.91 Unrealized +9.0%
IVZ INVESCO LTD 0.0%
Value ($000) $256 Shares 22,421 Est. Cost $12.66 Unrealized -33.2%
SKT TANGER FACTORY OUTLET CTRS I 0.0%
Value ($000) $253 Shares 42,017 Est. Cost $8.45 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $242 Shares 901 Est. Cost $247.50 Unrealized +1.0%
HRB BLOCK H & R INC 0.0%
Value ($000) $237 Shares 14,557 Est. Cost $15.41 Unrealized -21.4%
IWR ISHARES TR 0.0%
Value ($000) $236 Shares 4,114 Est. Cost $53.72 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $228 Shares 2,959 Est. Cost $62.55 Unrealized +7.7%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $227 Shares 9,554 Est. Cost $23.76 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $226 Shares 1,435 Est. Cost $118.66 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $219 Shares 4,649 Est. Cost $33.48 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $217 Shares 7,256 Est. Cost $23.07 Unrealized +12.2%
KR KROGER CO 0.0%
Value ($000) $214 Shares 6,300 Est. Cost $30.80 Unrealized 0.0%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $207 Shares 2,162 Est. Cost $48.90 Unrealized +78.3%
CRM SALESFORCE COM INC 0.0%
Value ($000) $207 Shares 825 Est. Cost $216.28 Unrealized 0.0%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $206 Shares 8,496 Est. Cost $58.75 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $206 Shares 990 Est. Cost $104.67 Unrealized +75.4%
PPG PPG INDS INC 0.0%
Value ($000) $205 Shares 1,680 Est. Cost $105.30 Unrealized 0.0%
DVY ISHARES TR 0.0%
Value ($000) $205 Shares 2,517 Est. Cost $80.66 Unrealized
BA BOEING CO 0.0%
Value ($000) $203 Shares 1,226 Est. Cost $153.71 Unrealized +10.9%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $203 Shares 2,240 Est. Cost $40.13 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $203 Shares 2,218 Est. Cost $83.41 Unrealized +12.8%
CSX CSX CORP 0.0%
Value ($000) $202 Shares 2,598 Est. Cost $22.95 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $189 Shares 13,556 Est. Cost $9.96 Unrealized -14.1%
STEEL PARTNERS HLDGS L P 0.0%
Value ($000) $175 Shares 28,333 Est. Cost $5.69 Unrealized
TORTOISE ENERGY INFRA CORP 0.0%
Value ($000) $163 Shares 10,990 Est. Cost $14.83 Unrealized
BLACKROCK MUN 2020 TERM TR 0.0%
Value ($000) $153 Shares 10,200 Est. Cost $15.90 Unrealized
BLACKROCK FLOATING RATE INCO 0.0%
Value ($000) $136 Shares 11,800 Est. Cost $14.44 Unrealized
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $118 Shares 12,283 Est. Cost $17.15 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $108 Shares 17,358 Est. Cost $28.00 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $100 Shares 13,691 Est. Cost $8.35 Unrealized