Nelson Capital Management, LLC Diversified Active

CIK: 0001512611 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 2, 2017

Total Value ($000): $303,351 (100.0% shares, 0.0% debt)

Holdings (247)

GOOG ALPHABET INC 4.6%
Value ($000) $14,016 Shares 14,614 Est. Cost $46.23 Unrealized 0.0%
AMZN AMAZON COM INC 3.4%
Value ($000) $10,354 Shares 10,770 Est. Cost $39.22 Unrealized +25.2%
UNH UNITEDHEALTH GROUP INC 3.2%
Value ($000) $9,622 Shares 49,128 Est. Cost $94.22 Unrealized +79.3%
COST COSTCO WHSL CORP NEW 3.1%
Value ($000) $9,540 Shares 58,070 Est. Cost $91.17 Unrealized +53.7%
FRCB FIRST REP BK SAN FRANCISCO C 2.9%
Value ($000) $8,845 Shares 84,676 Est. Cost $59.88 Unrealized +59.7%
VZ VERIZON COMMUNICATIONS INC 2.9%
Value ($000) $8,669 Shares 175,163 Est. Cost $28.55 Unrealized +5.9%
SYK STRYKER CORP 2.6%
Value ($000) $7,929 Shares 55,827 Est. Cost $105.10 Unrealized +24.4%
XLU SELECT SECTOR SPDR TR 2.6%
Value ($000) $7,812 Shares 147,265 Est. Cost $38.95 Unrealized
CSCO CISCO SYS INC 2.5%
Value ($000) $7,617 Shares 226,505 Est. Cost $15.87 Unrealized +55.7%
ROP ROPER TECHNOLOGIES INC 2.4%
Value ($000) $7,399 Shares 30,400 Est. Cost $162.72 Unrealized +37.4%
MAS MASCO CORP 2.3%
Value ($000) $6,865 Shares 175,986 Est. Cost $19.64 Unrealized +68.6%
CRM SALESFORCE COM INC 2.3%
Value ($000) $6,834 Shares 73,149 Est. Cost $56.74 Unrealized +60.2%
IVZ INVESCO LTD 2.2%
Value ($000) $6,662 Shares 190,124 Est. Cost $19.42 Unrealized +18.4%
TRV TRAVELERS COMPANIES INC 2.2%
Value ($000) $6,574 Shares 53,653 Est. Cost $103.96 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $6,437 Shares 67,396 Est. Cost $40.90 Unrealized +80.1%
USB US BANCORP DEL 2.1%
Value ($000) $6,355 Shares 118,586 Est. Cost $23.46 Unrealized +61.0%
GILD GILEAD SCIENCES INC 2.0%
Value ($000) $6,203 Shares 76,557 Est. Cost $49.27 Unrealized +13.6%
SLB SCHLUMBERGER LTD 2.0%
Value ($000) $6,196 Shares 88,814 Est. Cost $63.97 Unrealized -18.9%
AKAM AKAMAI TECHNOLOGIES INC 2.0%
Value ($000) $6,162 Shares 126,478 Est. Cost $44.83 Unrealized +6.7%
CVX CHEVRON CORP NEW 2.0%
Value ($000) $6,109 Shares 51,991 Est. Cost $70.92 Unrealized +7.4%
PRAXAIR INC 2.0%
Value ($000) $6,077 Shares 43,489 Est. Cost $116.40 Unrealized
TIME WARNER INC 2.0%
Value ($000) $6,029 Shares 58,849 Est. Cost $75.94 Unrealized
ILMN ILLUMINA INC 1.9%
Value ($000) $5,803 Shares 29,133 Est. Cost $178.63 Unrealized +4.2%
TJX TJX COS INC NEW 1.9%
Value ($000) $5,727 Shares 77,670 Est. Cost $22.90 Unrealized +38.4%
BMY BRISTOL MYERS SQUIBB CO 1.8%
Value ($000) $5,566 Shares 87,325 Est. Cost $40.07 Unrealized +7.6%
ORCL ORACLE CORP 1.8%
Value ($000) $5,417 Shares 112,045 Est. Cost $29.02 Unrealized +51.4%
ETN EATON CORP PLC 1.7%
Value ($000) $5,220 Shares 67,973 Est. Cost $63.85 Unrealized 0.0%
HXL HEXCEL CORP NEW 1.7%
Value ($000) $5,110 Shares 88,990 Est. Cost $33.97 Unrealized +58.6%
PAYX PAYCHEX INC 1.7%
Value ($000) $5,053 Shares 84,270 Est. Cost $26.38 Unrealized +69.0%
STZ CONSTELLATION BRANDS INC 1.7%
Value ($000) $5,017 Shares 25,155 Est. Cost $138.89 Unrealized +25.0%
UNITED TECHNOLOGIES CORP 1.6%
Value ($000) $4,993 Shares 43,011 Est. Cost $101.78 Unrealized
HRL HORMEL FOODS CORP 1.6%
Value ($000) $4,885 Shares 152,000 Est. Cost $28.70 Unrealized -8.0%
QCOM QUALCOMM INC 1.6%
Value ($000) $4,845 Shares 93,463 Est. Cost $45.35 Unrealized -6.7%
PG PROCTER AND GAMBLE CO 1.6%
Value ($000) $4,777 Shares 52,503 Est. Cost $66.42 Unrealized +9.9%
SVB FINL GROUP 1.6%
Value ($000) $4,774 Shares 25,519 Est. Cost $114.55 Unrealized
XOM EXXON MOBIL CORP 1.5%
Value ($000) $4,663 Shares 56,875 Est. Cost $54.18 Unrealized +0.3%
XLK SELECT SECTOR SPDR TR 1.4%
Value ($000) $4,360 Shares 73,771 Est. Cost $33.09 Unrealized
DEO DIAGEO P L C 1.4%
Value ($000) $4,338 Shares 32,831 Est. Cost $115.75 Unrealized
CAVIUM INC 1.4%
Value ($000) $4,118 Shares 62,451 Est. Cost $39.72 Unrealized
CELGENE CORP 1.2%
Value ($000) $3,674 Shares 25,195 Est. Cost $89.39 Unrealized
MICHAEL KORS HLDGS LTD 1.2%
Value ($000) $3,603 Shares 75,294 Est. Cost $46.32 Unrealized
ALLERGAN PLC 1.2%
Value ($000) $3,571 Shares 17,426 Est. Cost $210.47 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $3,485 Shares 22,615 Est. Cost $26.09 Unrealized +38.6%
MINDBODY INC 1.0%
Value ($000) $3,029 Shares 117,195 Est. Cost $27.20 Unrealized
XLF SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,419 Shares 93,538 Est. Cost $21.69 Unrealized
DIS DISNEY WALT CO 0.8%
Value ($000) $2,293 Shares 23,267 Est. Cost $63.26 Unrealized +53.2%
XLV SELECT SECTOR SPDR TR 0.7%
Value ($000) $2,261 Shares 27,663 Est. Cost $68.49 Unrealized
XLY SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,994 Shares 22,135 Est. Cost $65.34 Unrealized
XLI SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,730 Shares 24,364 Est. Cost $45.00 Unrealized
XLP SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,570 Shares 29,083 Est. Cost $41.47 Unrealized
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,167 Shares 17,045 Est. Cost $74.08 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $1,105 Shares 14,833 Est. Cost $47.30 Unrealized +41.0%
GLD SPDR GOLD TRUST 0.3%
Value ($000) $1,001 Shares 8,235 Est. Cost $121.55 Unrealized
T AT&T INC 0.2%
Value ($000) $661 Shares 16,864 Est. Cost $15.92 Unrealized -2.0%
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $606 Shares 10,675 Est. Cost $39.72 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $542 Shares 557 Est. Cost $47.07 Unrealized 0.0%
QLYS QUALYS INC 0.2%
Value ($000) $526 Shares 10,146 Est. Cost $13.42 Unrealized +241.9%
CVS CVS HEALTH CORP 0.2%
Value ($000) $523 Shares 6,434 Est. Cost $70.77 Unrealized -14.1%
MCD MCDONALDS CORP 0.2%
Value ($000) $492 Shares 3,137 Est. Cost $76.91 Unrealized +67.3%
LOW LOWES COS INC 0.2%
Value ($000) $481 Shares 6,015 Est. Cost $32.64 Unrealized +101.1%
META FACEBOOK INC 0.1%
Value ($000) $439 Shares 2,568 Est. Cost $67.99 Unrealized +143.7%
ABBV ABBVIE INC 0.1%
Value ($000) $415 Shares 4,668 Est. Cost $32.31 Unrealized +66.0%
BA BOEING CO 0.1%
Value ($000) $397 Shares 1,560 Est. Cost $135.00 Unrealized +63.3%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $379 Shares 3,471 Est. Cost $77.17 Unrealized +16.1%
BAC BANK AMER CORP 0.1%
Value ($000) $364 Shares 14,350 Est. Cost $16.76 Unrealized +19.1%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $342 Shares 1,440 Est. Cost $135.41 Unrealized +38.9%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $332 Shares 2,287 Est. Cost $112.95 Unrealized -14.2%
V VISA INC 0.1%
Value ($000) $326 Shares 3,097 Est. Cost $95.71 Unrealized 0.0%
CSX CSX CORP 0.1%
Value ($000) $314 Shares 5,795 Est. Cost $13.50 Unrealized +13.5%
HD HOME DEPOT INC 0.1%
Value ($000) $309 Shares 1,889 Est. Cost $92.54 Unrealized +35.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $307 Shares 3,390 Est. Cost $60.98 Unrealized +25.7%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $292 Shares 7,590 Est. Cost $26.98 Unrealized +18.7%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $290 Shares 2,234 Est. Cost $79.71 Unrealized +31.7%
GENERAL ELECTRIC CO 0.1%
Value ($000) $272 Shares 11,265 Est. Cost $26.56 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $264 Shares 5,860 Est. Cost $29.42 Unrealized +18.8%
MRK MERCK & CO INC 0.1%
Value ($000) $255 Shares 3,980 Est. Cost $46.68 Unrealized 0.0%
NUE NUCOR CORP 0.1%
Value ($000) $246 Shares 4,388 Est. Cost $39.96 Unrealized +17.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $225 Shares 1,230 Est. Cost $155.47 Unrealized +13.7%
MMM 3M CO 0.1%
Value ($000) $224 Shares 1,067 Est. Cost $92.77 Unrealized +40.0%
WELLS FARGO CO NEW 0.1%
Value ($000) $210 Shares 160 Est. Cost $1237.50 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $205 Shares 1,552 Est. Cost $57.31 Unrealized +79.2%
BANK AMER CORP 0.1%
Value ($000) $195 Shares 150 Est. Cost $1193.33 Unrealized
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $193 Shares 3,050 Est. Cost $63.28 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $190 Shares 1,708 Est. Cost $72.97 Unrealized +22.5%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $183 Shares 3,313 Est. Cost $37.66 Unrealized +11.9%
C CITIGROUP INC 0.1%
Value ($000) $175 Shares 2,400 Est. Cost $51.91 Unrealized 0.0%
AEROHIVE NETWORKS INC 0.1%
Value ($000) $172 Shares 42,080 Est. Cost $6.08 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $172 Shares 1,213 Est. Cost $53.68 Unrealized +94.4%
DHR DANAHER CORP DEL 0.1%
Value ($000) $170 Shares 1,984 Est. Cost $27.77 Unrealized +155.9%
ADBE ADOBE SYS INC 0.1%
Value ($000) $163 Shares 1,090 Est. Cost $49.96 Unrealized +198.7%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $163 Shares 1,360 Est. Cost $69.61 Unrealized +19.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $154 Shares 1,390 Est. Cost $56.68 Unrealized +32.7%
SNAP SNAP INC 0.0%
Value ($000) $147 Shares 10,133 Est. Cost $14.55 Unrealized -0.5%
AMGN AMGEN INC 0.0%
Value ($000) $145 Shares 777 Est. Cost $126.86 Unrealized +8.4%
NKE NIKE INC 0.0%
Value ($000) $144 Shares 2,776 Est. Cost $46.50 Unrealized +8.3%
DOWDUPONT INC 0.0%
Value ($000) $139 Shares 2,007 Est. Cost $69.26 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $134 Shares 2,520 Est. Cost $33.65 Unrealized +28.9%
PFE PFIZER INC 0.0%
Value ($000) $132 Shares 3,690 Est. Cost $20.02 Unrealized +11.1%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $122 Shares 1,468 Est. Cost $83.43 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $112 Shares 1,333 Est. Cost $60.82 Unrealized 0.0%
XTL SPDR SERIES TRUST 0.0%
Value ($000) $112 Shares 1,610 Est. Cost $69.57 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $111 Shares 610 Est. Cost $11.85 Unrealized +47.2%
INTC INTEL CORP 0.0%
Value ($000) $107 Shares 2,810 Est. Cost $21.78 Unrealized +35.8%
WMT WAL-MART STORES INC 0.0%
Value ($000) $99 Shares 1,270 Est. Cost $19.13 Unrealized +19.7%
UDR UDR INC 0.0%
Value ($000) $85 Shares 2,235 Est. Cost $26.10 Unrealized +10.0%
IAC INTERACTIVECORP 0.0%
Value ($000) $82 Shares 698 Est. Cost $64.72 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $81 Shares 850 Est. Cost $47.96 Unrealized +50.5%
NTAP NETAPP INC 0.0%
Value ($000) $79 Shares 1,804 Est. Cost $33.20 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $78 Shares 439 Est. Cost $123.37 Unrealized +13.7%
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $78 Shares 1,500 Est. Cost $61.57 Unrealized -19.6%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $75 Shares 634 Est. Cost $74.60 Unrealized +51.0%
TWENTY FIRST CENTY FOX INC 0.0%
Value ($000) $73 Shares 2,770 Est. Cost $32.49 Unrealized
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $71 Shares 566 Est. Cost $73.74 Unrealized +30.2%
SMH VANECK VECTORS ETF TR 0.0%
Value ($000) $68 Shares 732 Est. Cost $92.90 Unrealized
VARIAN MED SYS INC 0.0%
Value ($000) $67 Shares 670 Est. Cost $69.13 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $65 Shares 1,304 Est. Cost $40.15 Unrealized -14.2%
OXY OCCIDENTAL PETE CORP DEL 0.0%
Value ($000) $60 Shares 934 Est. Cost $59.87 Unrealized -18.4%
BLACKROCK INC 0.0%
Value ($000) $60 Shares 135 Est. Cost $338.99 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $58 Shares 886 Est. Cost $45.95 Unrealized +6.9%
SCHW SCHWAB CHARLES CORP NEW 0.0%
Value ($000) $57 Shares 1,300 Est. Cost $25.97 Unrealized +43.1%
PCG PG&E CORP 0.0%
Value ($000) $56 Shares 820 Est. Cost $39.15 Unrealized +71.7%
MONSANTO CO NEW 0.0%
Value ($000) $55 Shares 460 Est. Cost $106.98 Unrealized
IRBTQ IROBOT CORP 0.0%
Value ($000) $55 Shares 715 Est. Cost $36.64 Unrealized +149.8%
ROBO EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $54 Shares 1,408 Est. Cost $38.35 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $54 Shares 760 Est. Cost $30.87 Unrealized +30.3%
EOG EOG RES INC 0.0%
Value ($000) $50 Shares 515 Est. Cost $59.32 Unrealized +13.7%
SOCL GLOBAL X FDS 0.0%
Value ($000) $49 Shares 1,573 Est. Cost $31.15 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $48 Shares 405 Est. Cost $86.64 Unrealized +5.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $47 Shares 251 Est. Cost $140.90 Unrealized +25.7%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $46 Shares 935 Est. Cost $29.89 Unrealized +42.1%
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $45 Shares 1,060 Est. Cost $28.71 Unrealized +32.9%
FDX FEDEX CORP 0.0%
Value ($000) $45 Shares 200 Est. Cost $184.90 Unrealized 0.0%
SGMO SANGAMO THERAPEUTICS INC 0.0%
Value ($000) $45 Shares 3,000 Est. Cost $10.55 Unrealized +4.8%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $43 Shares 510 Est. Cost $68.75 Unrealized +3.8%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $43 Shares 210 Est. Cost $166.44 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value ($000) $41 Shares 121 Est. Cost $13.15 Unrealized +75.5%
IYH ISHARES TR 0.0%
Value ($000) $40 Shares 235 Est. Cost $127.66 Unrealized
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $39 Shares 1,025 Est. Cost $38.05 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $38 Shares 600 Est. Cost $36.09 Unrealized 0.0%
VGTSX Vanguard Total Int'l Stock In 0.0%
Value ($000) $37 Shares 1,273 Est. Cost $29.07 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $36 Shares 249 Est. Cost $22.36 Unrealized +1.9%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $35 Shares 400 Est. Cost $48.73 Unrealized +56.6%
CDK GLOBAL INC 0.0%
Value ($000) $34 Shares 533 Est. Cost $63.79 Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $33 Shares 901 Est. Cost $36.63 Unrealized
Tyco Electronics Ltd. 0.0%
Value ($000) $33 Shares 400 Est. Cost $82.50 Unrealized
IXG ISHARES TR 0.0%
Value ($000) $32 Shares 487 Est. Cost $65.71 Unrealized
HPQ HP INC 0.0%
Value ($000) $32 Shares 1,600 Est. Cost $14.44 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $32 Shares 350 Est. Cost $50.47 Unrealized +19.8%
KBE SPDR SERIES TRUST 0.0%
Value ($000) $31 Shares 695 Est. Cost $43.17 Unrealized
CE CELANESE CORP DEL 0.0%
Value ($000) $31 Shares 300 Est. Cost $55.92 Unrealized +49.7%
POWERSHARES ETF TRUST 0.0%
Value ($000) $31 Shares 286 Est. Cost $108.39 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $31 Shares 670 Est. Cost $29.30 Unrealized +16.2%
IYC ISHARES TR 0.0%
Value ($000) $31 Shares 190 Est. Cost $121.05 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $31 Shares 160 Est. Cost $146.45 Unrealized +16.8%
SA SEABRIDGE GOLD INC 0.0%
Value ($000) $30 Shares 2,500 Est. Cost $11.28 Unrealized +2.7%
BP BP PLC 0.0%
Value ($000) $30 Shares 792 Est. Cost $37.88 Unrealized
Accenture LTD 0.0%
Value ($000) $30 Shares 225 Est. Cost $93.61 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $30 Shares 380 Est. Cost $74.76 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $29 Shares 360 Est. Cost $28.82 Unrealized +14.9%
IYK ISHARES TR 0.0%
Value ($000) $29 Shares 240 Est. Cost $100.00 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $29 Shares 800 Est. Cost $67.39 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $28 Shares 325 Est. Cost $52.38 Unrealized +37.7%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $28 Shares 800 Est. Cost $23.36 Unrealized 0.0%
IDU ISHARES TR 0.0%
Value ($000) $27 Shares 200 Est. Cost $110.00 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $27 Shares 700 Est. Cost $20.80 Unrealized +55.6%
BofA Preferred 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $26.00 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $26 Shares 400 Est. Cost $35.62 Unrealized +67.8%
NOW SERVICENOW INC 0.0%
Value ($000) $26 Shares 225 Est. Cost $18.74 Unrealized +18.7%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $26 Shares 360 Est. Cost $53.95 Unrealized +9.7%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $26 Shares 320 Est. Cost $53.16 Unrealized +15.2%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $25 Shares 300 Est. Cost $40.50 Unrealized +70.8%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $25 Shares 70 Est. Cost $89.15 Unrealized +19.5%
DE DEERE & CO 0.0%
Value ($000) $25 Shares 200 Est. Cost $68.04 Unrealized +59.5%
MDT MEDTRONIC PLC 0.0%
Value ($000) $24 Shares 305 Est. Cost $66.95 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $24 Shares 1,600 Est. Cost $9.68 Unrealized +9.1%
SUNTRUST BKS INC 0.0%
Value ($000) $24 Shares 400 Est. Cost $42.50 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $24 Shares 440 Est. Cost $40.06 Unrealized +15.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $24 Shares 565 Est. Cost $24.73 Unrealized -1.6%
GLW CORNING INC 0.0%
Value ($000) $24 Shares 800 Est. Cost $13.86 Unrealized +70.2%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $23 Shares 200 Est. Cost $109.91 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $23 Shares 220 Est. Cost $48.97 Unrealized +47.2%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $22 Shares 150 Est. Cost $63.21 Unrealized +83.6%
TIFFANY & CO NEW 0.0%
Value ($000) $21 Shares 226 Est. Cost $61.38 Unrealized
WMK WEIS MKTS INC 0.0%
Value ($000) $20 Shares 450 Est. Cost $31.18 Unrealized +20.0%
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $20 Shares 340 Est. Cost $45.58 Unrealized +23.6%
SO SOUTHERN CO 0.0%
Value ($000) $20 Shares 400 Est. Cost $33.55 Unrealized +2.2%
ITT ITT INC 0.0%
Value ($000) $20 Shares 445 Est. Cost $35.86 Unrealized +14.9%
NVS NOVARTIS A G 0.0%
Value ($000) $20 Shares 230 Est. Cost $74.51 Unrealized
BB&T CORP 0.0%
Value ($000) $19 Shares 400 Est. Cost $47.50 Unrealized
NORDSTROM INC 0.0%
Value ($000) $19 Shares 400 Est. Cost $45.00 Unrealized
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $18 Shares 1,420 Est. Cost $16.89 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $18 Shares 1,310 Est. Cost $6.42 Unrealized +41.5%
ETFS GOLD TR 0.0%
Value ($000) $18 Shares 145 Est. Cost $133.33 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value ($000) $17 Shares 405 Est. Cost $19.32 Unrealized +73.2%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $17 Shares 200 Est. Cost $66.43 Unrealized +3.7%
STEELCASE INC 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $15.43 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $15 Shares 231 Est. Cost $46.36 Unrealized +6.2%
HSBC HLDGS PLC 0.0%
Value ($000) $13 Shares 500 Est. Cost $26.00 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $13 Shares 151 Est. Cost $54.24 Unrealized +24.2%
FIVE PRIME THERAPEUTICS INC 0.0%
Value ($000) $13 Shares 325 Est. Cost $40.00 Unrealized
QUIDEL CORP 0.0%
Value ($000) $13 Shares 300 Est. Cost $26.67 Unrealized
CREDIT SUISSE GROUP 0.0%
Value ($000) $12 Shares 750 Est. Cost $14.67 Unrealized
WU WESTERN UN CO 0.0%
Value ($000) $11 Shares 550 Est. Cost $17.00 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $10 Shares 150 Est. Cost $60.92 Unrealized 0.0%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
BAYRY Bayer AG-Sponsored ADR 0.0%
Value ($000) $10 Shares 300 Est. Cost $51.67 Unrealized
EXPE EXPEDIA INC DEL 0.0%
Value ($000) $9 Shares 60 Est. Cost $142.74 Unrealized 0.0%
NVDA NVIDIA CORP 0.0%
Value ($000) $9 Shares 50 Est. Cost $2.06 Unrealized +99.6%
TGT TARGET CORP 0.0%
Value ($000) $9 Shares 150 Est. Cost $44.13 Unrealized 0.0%
ADNT ADIENT PLC 0.0%
Value ($000) $9 Shares 113 Est. Cost $50.50 Unrealized +38.0%
VREX VAREX IMAGING CORP 0.0%
Value ($000) $9 Shares 268 Est. Cost $31.14 Unrealized +0.4%
VMWARE INC 0.0%
Value ($000) $8 Shares 70 Est. Cost $81.02 Unrealized
TWITTER INC 0.0%
Value ($000) $7 Shares 400 Est. Cost $17.50 Unrealized
Tri Continental Corp 0.0%
Value ($000) $7 Shares 275 Est. Cost $21.82 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $7 Shares 24 Est. Cost $218.34 Unrealized +9.3%
MICRO FOCUS INTERNATIONAL PL 0.0%
Value ($000) $7 Shares 218 Est. Cost $32.11 Unrealized
MAIN MAIN STREET CAPITAL CORP 0.0%
Value ($000) $7 Shares 173 Est. Cost $38.83 Unrealized +1.2%
IP INTL PAPER CO 0.0%
Value ($000) $6 Shares 99 Est. Cost $27.05 Unrealized +35.0%
BWA BORGWARNER INC 0.0%
Value ($000) $6 Shares 113 Est. Cost $28.02 Unrealized +27.9%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $5 Shares 56 Est. Cost $47.81 Unrealized +34.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $5 Shares 45 Est. Cost $96.02 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $5 Shares 73 Est. Cost $61.77 Unrealized 0.0%
Anglo American Plc Sp Adr 0.0%
Value ($000) $5 Shares 536 Est. Cost $9.33 Unrealized
WPC W P CAREY INC 0.0%
Value ($000) $5 Shares 78 Est. Cost $64.10 Unrealized
TABLEAU SOFTWARE INC 0.0%
Value ($000) $4 Shares 53 Est. Cost $48.00 Unrealized
BNDSY Banco De Sabadell ADR 0.0%
Value ($000) $4 Shares 1,041 Est. Cost $2.88 Unrealized
RAYTHEON CO 0.0%
Value ($000) $4 Shares 20 Est. Cost $200.00 Unrealized
XHIEX MILLER HOWARD HIGH INC EQTY 0.0%
Value ($000) $4 Shares 308 Est. Cost $12.99 Unrealized
Xerox Corp. 0.0%
Value ($000) $3 Shares 100 Est. Cost $12.66 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $3 Shares 46 Est. Cost $65.22 Unrealized
YAMANA GOLD INC 0.0%
Value ($000) $3 Shares 1,278 Est. Cost $9.12 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $3 Shares 64 Est. Cost $7.40 Unrealized +367.3%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $3 Shares 188 Est. Cost $61.34 Unrealized
HEDJ WISDOMTREE TR 0.0%
Value ($000) $2 Shares 29 Est. Cost $68.97 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $2 Shares 26 Est. Cost $62.71 Unrealized +10.1%
DELL TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
SYMANTEC CORP 0.0%
Value ($000) $2 Shares 56 Est. Cost $21.29 Unrealized
FFIV F5 NETWORKS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $84.87 Unrealized +42.2%
PSX PHILLIPS 66 0.0%
Value ($000) $1 Shares 7 Est. Cost $49.23 Unrealized +24.4%
CNDT CONDUENT INC 0.0%
Value ($000) $1 Shares 80 Est. Cost $15.22 Unrealized +7.3%
DXJ WISDOMTREE TR 0.0%
Value ($000) $1 Shares 16 Est. Cost $64.52 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $95.76 Unrealized +89.4%
Amyris 0.0%
Value ($000) $0 Shares 148 Est. Cost Unrealized
Immunosyn Corp 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
Genitope Corp 0.0%
Value ($000) $0 Shares 6,000 Est. Cost Unrealized
CALIFORNIA RES CORP 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.75 Unrealized