Whitegate Investment Counselors, Inc. Diversified Active

CIK: 0001667102 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 25, 2019

Total Value ($000): $509,543 (100.0% shares, 0.0% debt)

Holdings (198)

Berkshire Hathaway Cl B 4.3%
Value ($000) $21,979 Shares 105,657 Est. Cost $143.09 Unrealized
VCSH Vanguard Corp Bond Etf 3.9%
Value ($000) $19,806 Shares 244,362 Est. Cost $80.02 Unrealized
VIG Vanguard Div Apprciation 3.0%
Value ($000) $15,071 Shares 126,036 Est. Cost $82.85 Unrealized
SCHD US Div Equity Schwab ETF 2.6%
Value ($000) $13,078 Shares 238,741 Est. Cost $41.74 Unrealized
SDY SPDR S&P DIVIDEND ETF 2.4%
Value ($000) $12,305 Shares 119,932 Est. Cost $80.01 Unrealized
AAPL Apple Inc. 2.4%
Value ($000) $12,176 Shares 54,363 Est. Cost $17.93 Unrealized +180.1%
VB Vanguard Small Cap 2.3%
Value ($000) $11,914 Shares 77,417 Est. Cost $116.01 Unrealized
VEA Vanguard Europe Pac ETF 2.1%
Value ($000) $10,868 Shares 264,547 Est. Cost $38.05 Unrealized
VNQ Vanguard REIT 2.0%
Value ($000) $10,011 Shares 107,356 Est. Cost $82.05 Unrealized
VUG VANGUARD GROWTH ETF 1.8%
Value ($000) $9,223 Shares 55,466 Est. Cost $108.70 Unrealized
DIS Walt Disney Co. 1.7%
Value ($000) $8,858 Shares 67,973 Est. Cost $69.69 Unrealized +92.7%
TMO Thermo Fisher Scientific 1.7%
Value ($000) $8,847 Shares 30,374 Est. Cost $114.47 Unrealized +146.0%
ACN Accenture 1.7%
Value ($000) $8,641 Shares 44,924 Est. Cost $72.37 Unrealized +143.9%
IWP iShares Russell Midcap Growth 1.6%
Value ($000) $8,387 Shares 59,334 Est. Cost $109.97 Unrealized
MSFT Microsoft Corp. 1.6%
Value ($000) $8,382 Shares 60,292 Est. Cost $37.75 Unrealized +244.2%
SCHH US REIT: Schwab ETF 1.6%
Value ($000) $8,279 Shares 175,507 Est. Cost $41.65 Unrealized
1/100 BERKSHIRE HTWY CLA100 SHS=1 WHOLE SH BRK A 1.5%
Value ($000) $7,484 Shares 2,400 Est. Cost $3118.33 Unrealized
AMGN Amgen 1.4%
Value ($000) $7,192 Shares 37,168 Est. Cost $89.66 Unrealized +76.2%
AGG iShares Barclays Aggregate Bon 1.4%
Value ($000) $7,124 Shares 62,951 Est. Cost $111.14 Unrealized
ITW Illinois Tool Works Inc 1.3%
Value ($000) $6,827 Shares 43,626 Est. Cost $61.96 Unrealized +110.1%
Blackrock Inc. 1.3%
Value ($000) $6,527 Shares 14,646 Est. Cost $345.39 Unrealized
VO Vanguard Mid Cap 1.3%
Value ($000) $6,478 Shares 38,654 Est. Cost $128.86 Unrealized
VTEB VANGUARD MUNI BND TAX EXEMPT ETF 1.3%
Value ($000) $6,414 Shares 119,625 Est. Cost $50.97 Unrealized
MA Mastercard 1.2%
Value ($000) $6,239 Shares 22,975 Est. Cost $75.92 Unrealized +250.5%
PG Procter & Gamble 1.2%
Value ($000) $5,959 Shares 47,907 Est. Cost $57.13 Unrealized +76.8%
VTV Vanguard Value ETF 1.2%
Value ($000) $5,926 Shares 53,091 Est. Cost $89.63 Unrealized
S&P Small Cap 600 1.1%
Value ($000) $5,649 Shares 84,043 Est. Cost $81.55 Unrealized
CHD Church & Dwight Co Inc 1.0%
Value ($000) $5,344 Shares 71,029 Est. Cost $35.76 Unrealized +96.4%
SYK Stryker Corp 1.0%
Value ($000) $5,288 Shares 24,449 Est. Cost $70.07 Unrealized +185.7%
CSCO Cisco Systems 1.0%
Value ($000) $5,080 Shares 102,819 Est. Cost $24.69 Unrealized +73.3%
RSG Republic Services Inc 1.0%
Value ($000) $5,078 Shares 58,675 Est. Cost $59.61 Unrealized +34.2%
JNJ Johnson & Johnson 1.0%
Value ($000) $5,066 Shares 39,155 Est. Cost $67.80 Unrealized +62.3%
SHM SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF 1.0%
Value ($000) $4,998 Shares 102,030 Est. Cost $48.38 Unrealized
IJH iShares S&P Midcap 1.0%
Value ($000) $4,930 Shares 25,512 Est. Cost $171.04 Unrealized
DON Wisdomtree Tr US Midcap Divid 0.9%
Value ($000) $4,623 Shares 127,313 Est. Cost $35.60 Unrealized
MCD McDonalds Corp. 0.9%
Value ($000) $4,611 Shares 21,476 Est. Cost $70.27 Unrealized +162.9%
IWF iShares Russell 1000 Growth In 0.9%
Value ($000) $4,539 Shares 28,432 Est. Cost $108.17 Unrealized
XOM Exxon Mobil Corp. 0.9%
Value ($000) $4,533 Shares 64,197 Est. Cost $58.09 Unrealized -7.4%
HD Home Depot 0.8%
Value ($000) $4,310 Shares 18,575 Est. Cost $118.66 Unrealized +57.7%
VBR Vanguard Small Cap Value ETF 0.8%
Value ($000) $4,119 Shares 31,969 Est. Cost $108.26 Unrealized
GOOGL Alphabet Inc A 0.8%
Value ($000) $4,109 Shares 3,365 Est. Cost $42.76 Unrealized +37.5%
VFC VF Corp 0.8%
Value ($000) $4,074 Shares 45,775 Est. Cost $53.22 Unrealized +60.5%
JPM JP Morgan Chase & Co 0.8%
Value ($000) $4,063 Shares 34,524 Est. Cost $51.80 Unrealized +83.6%
PKG Packaging Corp 0.8%
Value ($000) $3,875 Shares 36,525 Est. Cost $59.33 Unrealized +40.5%
INTC Intel 0.8%
Value ($000) $3,854 Shares 74,783 Est. Cost $18.67 Unrealized +130.4%
AMERICAN RENAL ASSOC 0.7%
Value ($000) $3,756 Shares 594,284 Est. Cost $18.55 Unrealized
Mid Cap SPDR Trust 0.7%
Value ($000) $3,749 Shares 10,637 Est. Cost $269.00 Unrealized
SBUX Starbucks Corp 0.7%
Value ($000) $3,708 Shares 41,936 Est. Cost $34.16 Unrealized +136.1%
VEU Foreign LgCap Equity: Vanguard 0.7%
Value ($000) $3,698 Shares 74,103 Est. Cost $44.98 Unrealized
NYF ISHARES NEW YORK MUNI BOND ETF 0.7%
Value ($000) $3,633 Shares 63,500 Est. Cost $57.21 Unrealized
ORCL Oracle Corp. 0.7%
Value ($000) $3,552 Shares 64,546 Est. Cost $32.01 Unrealized +57.4%
VV Vanguard Large Cap 0.7%
Value ($000) $3,511 Shares 25,757 Est. Cost $95.75 Unrealized
MRK Merck & Co Inc 0.7%
Value ($000) $3,509 Shares 41,682 Est. Cost $45.48 Unrealized +44.0%
CNI Canadian Natl Ry Co 0.7%
Value ($000) $3,421 Shares 38,069 Est. Cost $45.65 Unrealized +79.3%
United Technologies Corp 0.7%
Value ($000) $3,385 Shares 24,793 Est. Cost $100.99 Unrealized
CB Chubb Ltd 0.7%
Value ($000) $3,326 Shares 20,605 Est. Cost $84.62 Unrealized +64.7%
VIGI Vanguard Intl Dividend 0.6%
Value ($000) $3,279 Shares 49,252 Est. Cost $64.34 Unrealized
ADP Automatic Data Processing 0.6%
Value ($000) $3,234 Shares 20,032 Est. Cost $53.25 Unrealized +170.4%
IWR iShares Russell Mid Cap 0.6%
Value ($000) $3,208 Shares 57,329 Est. Cost $74.34 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.6%
Value ($000) $3,171 Shares 26,558 Est. Cost $93.17 Unrealized
MMM 3M Co. 0.6%
Value ($000) $3,143 Shares 19,121 Est. Cost $84.12 Unrealized +31.5%
IWD iShares Tr Russell 1000 Value 0.6%
Value ($000) $3,047 Shares 23,757 Est. Cost $99.24 Unrealized
ABT Abbott Labs 0.6%
Value ($000) $2,966 Shares 35,446 Est. Cost $31.07 Unrealized +144.9%
SCHF Intl Equity: Schwab ETF 0.5%
Value ($000) $2,743 Shares 86,099 Est. Cost $28.63 Unrealized
NVS Novartis 0.5%
Value ($000) $2,735 Shares 31,472 Est. Cost $72.83 Unrealized
VOE Vanguard Mid Cap Value ETF 0.5%
Value ($000) $2,728 Shares 24,145 Est. Cost $89.31 Unrealized
CVX Chevron Corp. 0.5%
Value ($000) $2,546 Shares 21,465 Est. Cost $74.40 Unrealized +23.0%
ABBV AbbVie Inc. 0.5%
Value ($000) $2,531 Shares 33,420 Est. Cost $36.22 Unrealized +45.2%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.5%
Value ($000) $2,351 Shares 12,198 Est. Cost $132.61 Unrealized
CFG Citizens Financial Group Inc 0.5%
Value ($000) $2,296 Shares 64,900 Est. Cost $27.60 Unrealized -4.8%
Linde 0.4%
Value ($000) $2,234 Shares 11,533 Est. Cost $156.02 Unrealized
DXJ Wisdomtree Japan Tot Div 0.4%
Value ($000) $2,228 Shares 44,157 Est. Cost $52.75 Unrealized
SCHM US MidCap Equity: Schwab ETF 0.4%
Value ($000) $2,174 Shares 38,450 Est. Cost $46.22 Unrealized
IWS ISHARES RUSSELL MID CAP VALUE ETF 0.4%
Value ($000) $2,007 Shares 22,372 Est. Cost $71.76 Unrealized
IBM International Business Machine 0.4%
Value ($000) $1,867 Shares 12,842 Est. Cost $108.07 Unrealized -5.2%
EDV VANGUARD EXTENDED DURATION ETF 0.3%
Value ($000) $1,740 Shares 12,315 Est. Cost $141.29 Unrealized
GD General Dynamics Corp. 0.3%
Value ($000) $1,730 Shares 9,467 Est. Cost $101.81 Unrealized +57.6%
EFA iShares MSCI EAFE 0.3%
Value ($000) $1,709 Shares 26,201 Est. Cost $59.52 Unrealized
SCHV US Large Cap Value: Schwab ETF 0.3%
Value ($000) $1,668 Shares 29,403 Est. Cost $51.42 Unrealized
IJT iShares S&P SmallCap Growth ET 0.3%
Value ($000) $1,663 Shares 9,323 Est. Cost $154.90 Unrealized
PFE Pfizer Inc. 0.3%
Value ($000) $1,576 Shares 43,876 Est. Cost $18.32 Unrealized +47.5%
KR Kroger Company 0.3%
Value ($000) $1,553 Shares 60,255 Est. Cost $20.29 Unrealized 0.0%
MINT PIMCO Enh Short Maturity ETF 0.3%
Value ($000) $1,474 Shares 14,490 Est. Cost $101.45 Unrealized
ROST Ross Stores 0.3%
Value ($000) $1,451 Shares 13,206 Est. Cost $31.81 Unrealized +211.3%
USB U S Bancorp 0.3%
Value ($000) $1,356 Shares 24,498 Est. Cost $37.50 Unrealized +9.7%
T AT&T Corp. 0.3%
Value ($000) $1,355 Shares 35,819 Est. Cost $12.23 Unrealized +39.0%
PEG Pub Svc Ent Group Inc 0.3%
Value ($000) $1,336 Shares 21,526 Est. Cost $22.69 Unrealized +111.8%
Sensata Technology 0.3%
Value ($000) $1,330 Shares 26,575 Est. Cost $46.53 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.3%
Value ($000) $1,318 Shares 8,009 Est. Cost $132.99 Unrealized
CLX Clorox Company 0.3%
Value ($000) $1,280 Shares 8,430 Est. Cost $62.70 Unrealized +108.7%
SCHX US Lgcap Equity: Schwab ETF 0.3%
Value ($000) $1,276 Shares 17,991 Est. Cost $54.36 Unrealized
NSRGY Nestle SA 0.2%
Value ($000) $1,267 Shares 11,685 Est. Cost $74.72 Unrealized
FDX FedEx Corp. 0.2%
Value ($000) $1,191 Shares 8,182 Est. Cost $192.19 Unrealized -25.5%
IJK ISHARES S&P MID CAP 400 GRWTH ETF 0.2%
Value ($000) $1,146 Shares 5,118 Est. Cost $191.67 Unrealized
SCHE Emging Mkt Equity: Schwab ETF 0.2%
Value ($000) $1,128 Shares 44,871 Est. Cost $24.57 Unrealized
SCHR Interm US Treas: Schwab ETF 0.2%
Value ($000) $1,121 Shares 20,168 Est. Cost $55.66 Unrealized
Alerian MLP ETF 0.2%
Value ($000) $1,078 Shares 117,935 Est. Cost $11.09 Unrealized
MDT Medtronic PLC 0.2%
Value ($000) $1,069 Shares 9,845 Est. Cost $49.39 Unrealized +77.2%
SHY iShares Barclays 1-3 Yr Treasu 0.2%
Value ($000) $1,033 Shares 12,179 Est. Cost $83.91 Unrealized
SLB Schlumberger Ltd. 0.2%
Value ($000) $1,028 Shares 30,099 Est. Cost $52.47 Unrealized -41.0%
AXP American Express Co. 0.2%
Value ($000) $1,011 Shares 8,544 Est. Cost $76.69 Unrealized +46.8%
NSC Norfolk & Southern 0.2%
Value ($000) $919 Shares 5,115 Est. Cost $126.48 Unrealized +27.7%
TROW T Rowe Price Group Inc 0.2%
Value ($000) $901 Shares 7,883 Est. Cost $52.67 Unrealized +62.8%
SCHZ US Agg Bond ETF: Schwab 0.2%
Value ($000) $875 Shares 16,243 Est. Cost $52.93 Unrealized
RHHBY Roche Hldg Ltd ADR 0.2%
Value ($000) $874 Shares 23,990 Est. Cost $30.82 Unrealized
DUK Duke Energy 0.2%
Value ($000) $872 Shares 9,100 Est. Cost $46.39 Unrealized +52.1%
CL Colgate Palmolive 0.2%
Value ($000) $851 Shares 11,580 Est. Cost $48.16 Unrealized +29.9%
AMZN Amazon Com Inc 0.2%
Value ($000) $851 Shares 490 Est. Cost $56.55 Unrealized +64.0%
NEE NextEra Energy 0.2%
Value ($000) $820 Shares 3,521 Est. Cost $17.22 Unrealized +168.5%
IWM iShares Russell 2000 0.2%
Value ($000) $816 Shares 5,393 Est. Cost $116.16 Unrealized
CVS CVS Caremark Corp. 0.2%
Value ($000) $814 Shares 12,907 Est. Cost $53.49 Unrealized -9.6%
Global X MLP ETF 0.2%
Value ($000) $788 Shares 94,090 Est. Cost $10.41 Unrealized
SCHO Schwab Short Term US Treasury 0.2%
Value ($000) $782 Shares 15,448 Est. Cost $50.10 Unrealized
EMR Emerson Electric 0.2%
Value ($000) $778 Shares 11,640 Est. Cost $56.03 Unrealized -3.0%
IVE iShares S&P 500 Value ETF 0.2%
Value ($000) $765 Shares 6,418 Est. Cost $101.92 Unrealized
V Visa Inc Cl A 0.1%
Value ($000) $760 Shares 4,416 Est. Cost $82.17 Unrealized +107.3%
KO Coca-Cola 0.1%
Value ($000) $750 Shares 13,781 Est. Cost $26.56 Unrealized +65.5%
VNQI Vanguard Intl Real Estate ETF 0.1%
Value ($000) $731 Shares 12,480 Est. Cost $53.77 Unrealized
HON Honeywell International 0.1%
Value ($000) $722 Shares 4,267 Est. Cost $89.91 Unrealized +54.9%
SPY S P D R TRUST Unit SR 0.1%
Value ($000) $709 Shares 2,388 Est. Cost $232.58 Unrealized
GOOG Alphabet Inc. C 0.1%
Value ($000) $703 Shares 577 Est. Cost $39.87 Unrealized +47.3%
NVO Novo-Nordisk A-S 0.1%
Value ($000) $691 Shares 13,360 Est. Cost $49.30 Unrealized
SCHG US Lg-Cap Growth: Schwab ETF 0.1%
Value ($000) $688 Shares 8,184 Est. Cost $60.40 Unrealized
OXY Occidental Petroleum Corp. 0.1%
Value ($000) $680 Shares 15,300 Est. Cost $62.47 Unrealized -33.2%
Royal Dutch 0.1%
Value ($000) $674 Shares 11,454 Est. Cost $49.69 Unrealized
Abiomed Inc 0.1%
Value ($000) $668 Shares 3,755 Est. Cost $94.79 Unrealized
ILMN Illumina Inc 0.1%
Value ($000) $653 Shares 2,145 Est. Cost $142.06 Unrealized +107.5%
IEMG iShares Core MSCI Emerging Mkt 0.1%
Value ($000) $643 Shares 13,115 Est. Cost $54.44 Unrealized
CNQ Canadian Natural Resources 0.1%
Value ($000) $618 Shares 23,216 Est. Cost $10.07 Unrealized -11.6%
BUD Anheuser Busch Co Inc 0.1%
Value ($000) $609 Shares 6,397 Est. Cost $108.77 Unrealized
IVW iShares S&P 500 Growth 0.1%
Value ($000) $592 Shares 3,286 Est. Cost $128.76 Unrealized
NCLH Norwegian Cruise Lin 0.1%
Value ($000) $591 Shares 11,420 Est. Cost $51.71 Unrealized -1.9%
TIP iShares Barclays TIPS 0.1%
Value ($000) $557 Shares 4,790 Est. Cost $112.23 Unrealized
SHOP Shopify Inc 0.1%
Value ($000) $556 Shares 1,785 Est. Cost $14.17 Unrealized +141.7%
UNP Union Pacific Corp 0.1%
Value ($000) $555 Shares 3,428 Est. Cost $71.39 Unrealized +104.2%
ZBH Zimmer Biomet Holdings 0.1%
Value ($000) $552 Shares 4,023 Est. Cost $109.56 Unrealized +11.9%
GNMA iShares GNMA Bond ETF 0.1%
Value ($000) $543 Shares 10,785 Est. Cost $48.35 Unrealized
Apache 0.1%
Value ($000) $507 Shares 19,810 Est. Cost $45.62 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $485 Shares 6,392 Est. Cost $45.15 Unrealized +25.6%
BMY Bristol Myers 0.1%
Value ($000) $485 Shares 9,555 Est. Cost $37.38 Unrealized -1.6%
Bond Bulletshrs 2020 Invesco 0.1%
Value ($000) $473 Shares 22,226 Est. Cost $21.10 Unrealized
BSV Vanguard Short Term Bond ETF 0.1%
Value ($000) $456 Shares 5,650 Est. Cost $80.57 Unrealized
PRMY PRIMARY BANK 0.1%
Value ($000) $443 Shares 36,000 Est. Cost $17.68 Unrealized
DHR Danaher Corp 0.1%
Value ($000) $426 Shares 2,948 Est. Cost $72.36 Unrealized +68.2%
VTIP Vanguard Shrt Term Inflation P 0.1%
Value ($000) $411 Shares 8,387 Est. Cost $49.20 Unrealized
Bond BulletShrs 2021 Invesco 0.1%
Value ($000) $401 Shares 18,882 Est. Cost $20.78 Unrealized
WAL Western Alliance Bnc 0.1%
Value ($000) $398 Shares 8,635 Est. Cost $38.75 Unrealized +1.4%
Total SA 0.1%
Value ($000) $391 Shares 7,515 Est. Cost $49.03 Unrealized
Bond Bulletshrs 2019 Invesco 0.1%
Value ($000) $387 Shares 18,339 Est. Cost $21.01 Unrealized
SWKS Skyworks Solutions 0.1%
Value ($000) $386 Shares 4,875 Est. Cost $67.79 Unrealized +1.0%
SLYV SPDR S&P 600 Small Cap Value 0.1%
Value ($000) $370 Shares 6,033 Est. Cost $54.13 Unrealized
BA Boeing Co 0.1%
Value ($000) $361 Shares 948 Est. Cost $341.35 Unrealized +3.2%
KMB Kimberly-Clark 0.1%
Value ($000) $360 Shares 2,535 Est. Cost $86.40 Unrealized +27.0%
BABA Alibaba Group Hldg ADR 0.1%
Value ($000) $351 Shares 2,100 Est. Cost $137.14 Unrealized
VZ Verizon Communications 0.1%
Value ($000) $339 Shares 5,620 Est. Cost $31.23 Unrealized +29.5%
CERS CERUS CORP 0.1%
Value ($000) $330 Shares 64,049 Est. Cost $4.55 Unrealized +17.9%
PEP PepsiCo Inc. 0.1%
Value ($000) $327 Shares 2,386 Est. Cost $92.70 Unrealized +17.9%
Bond BulletShrs 2022 Invesco 0.1%
Value ($000) $324 Shares 15,098 Est. Cost $20.75 Unrealized
STZ Constellation Brand 0.1%
Value ($000) $317 Shares 1,528 Est. Cost $154.89 Unrealized +16.8%
General Electric 0.1%
Value ($000) $303 Shares 33,929 Est. Cost $31.50 Unrealized
2020 Blackrock Muni ETF 0.1%
Value ($000) $294 Shares 19,475 Est. Cost $15.79 Unrealized
Macquarie Infrastructure 0.1%
Value ($000) $293 Shares 7,425 Est. Cost $42.43 Unrealized
SCHP US TIPS: Schwab ETF 0.1%
Value ($000) $290 Shares 5,104 Est. Cost $55.41 Unrealized
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value ($000) $288 Shares 1,580 Est. Cost $150.63 Unrealized
RWR SPDR DOW JONES REIT ETF 0.1%
Value ($000) $282 Shares 2,700 Est. Cost $98.89 Unrealized
ICF iShares Cohen & Steers Realty 0.1%
Value ($000) $282 Shares 2,352 Est. Cost $95.62 Unrealized
W P Carey & Co L L C 0.1%
Value ($000) $280 Shares 3,123 Est. Cost $79.32 Unrealized
XLU SPDR Utilities Sector 0.1%
Value ($000) $278 Shares 4,300 Est. Cost $53.57 Unrealized
BK Bank Of New York Co 0.1%
Value ($000) $278 Shares 6,141 Est. Cost $25.77 Unrealized +43.6%
Cigna Corp 0.1%
Value ($000) $277 Shares 1,824 Est. Cost $145.05 Unrealized
PNC Pnc Finl Services Gp Inc 0.1%
Value ($000) $276 Shares 1,971 Est. Cost $99.39 Unrealized +8.3%
BKLN Invesco Senior Loan ETF 0.1%
Value ($000) $273 Shares 12,100 Est. Cost $22.89 Unrealized
SYY Sysco Corp 0.1%
Value ($000) $262 Shares 3,300 Est. Cost $55.73 Unrealized +10.8%
2021 (Dec) iShares Muni 0.1%
Value ($000) $259 Shares 10,045 Est. Cost $25.51 Unrealized
SCHA US Small Cap Equity: Schwab ET 0.1%
Value ($000) $255 Shares 3,655 Est. Cost $61.78 Unrealized
MKC McCormick & Co Inc 0.0%
Value ($000) $250 Shares 1,600 Est. Cost $62.59 Unrealized +13.3%
Bond BulletShrs 2023 Invesco 0.0%
Value ($000) $250 Shares 11,762 Est. Cost $20.89 Unrealized
IJS iShares S&P Smcap Value 0.0%
Value ($000) $247 Shares 1,642 Est. Cost $133.14 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $236 Shares 2,365 Est. Cost $80.48 Unrealized -0.8%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $234 Shares 3,839 Est. Cost $60.88 Unrealized
UPS United Parcel Service Inc Cl B 0.0%
Value ($000) $228 Shares 1,902 Est. Cost $73.54 Unrealized +21.0%
TREX TREX CO INC 0.0%
Value ($000) $227 Shares 2,500 Est. Cost $40.33 Unrealized 0.0%
iShares iBonds Dec 2019 Corpor 0.0%
Value ($000) $224 Shares 9,000 Est. Cost $24.78 Unrealized
KRE SPDR S&P Regional Banking 0.0%
Value ($000) $215 Shares 4,075 Est. Cost $51.29 Unrealized
CBRE CBRE GROUP INC CLASS A 0.0%
Value ($000) $212 Shares 4,000 Est. Cost $49.70 Unrealized +5.8%
NKE Nike Inc Class B 0.0%
Value ($000) $210 Shares 2,235 Est. Cost $78.77 Unrealized 0.0%
LLY Eli Lilly & Co. 0.0%
Value ($000) $209 Shares 1,867 Est. Cost $101.37 Unrealized +1.3%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $207 Shares 384 Est. Cost $172.96 Unrealized 0.0%
GIS General Mills Inc 0.0%
Value ($000) $207 Shares 3,750 Est. Cost $43.39 Unrealized 0.0%
MOLECULIN BIOTECH INC 0.0%
Value ($000) $168 Shares 151,781 Est. Cost $1.48 Unrealized
ORN ORION GROUP HOLDINGS 0.0%
Value ($000) $113 Shares 25,100 Est. Cost $5.91 Unrealized -29.9%
CPRX CATALYST PHARMA INC 0.0%
Value ($000) $53 Shares 10,000 Est. Cost $2.86 Unrealized +86.1%
ELIXINOL GLOBAL LT ORDF 0.0%
Value ($000) $49 Shares 37,952 Est. Cost $3.21 Unrealized
ORGANIGRAM HOLDINGS INCF 0.0%
Value ($000) $41 Shares 12,000 Est. Cost $5.90 Unrealized
PCSV PCS Edventures!.com 0.0%
Value ($000) $21 Shares 445,000 Est. Cost $0.05 Unrealized -16.6%
JERICHO OIL CORP 0.0%
Value ($000) $16 Shares 75,860 Est. Cost $0.54 Unrealized
KUSHCO HOLDINGS INC 0.0%
Value ($000) $16 Shares 11,000 Est. Cost $5.91 Unrealized
HYPERSOLAR INC 0.0%
Value ($000) $0 Shares 70,833 Est. Cost $0.01 Unrealized