Nelson Capital Management, LLC Diversified Active

CIK: 0001512611 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Apr 20, 2018

Total Value ($000): $385,815 (100.0% shares, 0.0% debt)

Holdings (263)

IJR iShares S&P Small Cap 6.4%
Value ($000) $24,716 Shares 320,948 Est. Cost $77.01 Unrealized
VEA Vanguard Developed Intl 5.3%
Value ($000) $20,265 Shares 457,967 Est. Cost $44.25 Unrealized
AMZN Amazon Com Inc. 4.0%
Value ($000) $15,364 Shares 10,615 Est. Cost $39.22 Unrealized +82.3%
GOOG Alphabet Inc Cl-C 3.9%
Value ($000) $15,014 Shares 14,551 Est. Cost $46.23 Unrealized +18.5%
COST Costco Wholesale Corp 2.8%
Value ($000) $10,836 Shares 57,508 Est. Cost $91.17 Unrealized +85.7%
VWO Vanguard Emerging Mkts 2.8%
Value ($000) $10,631 Shares 226,300 Est. Cost $46.98 Unrealized
UNH United Health Care 2.7%
Value ($000) $10,333 Shares 48,285 Est. Cost $94.22 Unrealized +113.5%
CSCO Cisco Systems Inc. 2.5%
Value ($000) $9,547 Shares 222,591 Est. Cost $15.87 Unrealized +110.8%
SYK Stryker Corporation 2.3%
Value ($000) $8,884 Shares 55,210 Est. Cost $105.10 Unrealized +40.7%
CRM Salesforce.com 2.2%
Value ($000) $8,520 Shares 73,261 Est. Cost $57.80 Unrealized +96.3%
VZ Verizon Communications 2.2%
Value ($000) $8,505 Shares 177,855 Est. Cost $28.55 Unrealized +15.7%
ROP Roper Technologies Inc 2.2%
Value ($000) $8,461 Shares 30,143 Est. Cost $162.72 Unrealized +61.9%
FRCB First Republic Bank 2.0%
Value ($000) $7,766 Shares 83,856 Est. Cost $59.88 Unrealized +48.8%
CVX Chevron Corp. 2.0%
Value ($000) $7,643 Shares 67,022 Est. Cost $74.22 Unrealized +14.6%
TRV Travelers Companies Inc. 1.9%
Value ($000) $7,359 Shares 52,994 Est. Cost $103.96 Unrealized +13.1%
JPM J.P.Morgan Chase & Co 1.9%
Value ($000) $7,321 Shares 66,571 Est. Cost $40.90 Unrealized +123.5%
ILMN Illumina Inc. 1.9%
Value ($000) $7,273 Shares 30,764 Est. Cost $181.03 Unrealized +26.6%
MAS Masco Corp 1.8%
Value ($000) $7,100 Shares 175,559 Est. Cost $19.64 Unrealized +93.1%
TJX TJX Companies Inc. 1.7%
Value ($000) $6,377 Shares 78,190 Est. Cost $22.90 Unrealized +55.0%
Praxair Inc 1.6%
Value ($000) $6,225 Shares 43,142 Est. Cost $116.40 Unrealized
IVZ Invesco Ltd 1.6%
Value ($000) $6,154 Shares 192,267 Est. Cost $19.42 Unrealized +21.6%
Allergan, Inc 1.6%
Value ($000) $6,065 Shares 36,041 Est. Cost $184.22 Unrealized
USB US Bancorp 1.5%
Value ($000) $5,969 Shares 118,191 Est. Cost $23.46 Unrealized +70.2%
SVB Financial Group 1.5%
Value ($000) $5,942 Shares 24,757 Est. Cost $114.55 Unrealized
STZ Constellation Brand Cl A 1.5%
Value ($000) $5,864 Shares 25,730 Est. Cost $139.73 Unrealized +38.9%
AKAM Akamai Technologies 1.5%
Value ($000) $5,821 Shares 82,004 Est. Cost $44.83 Unrealized +51.9%
GILD Gilead Sciences 1.5%
Value ($000) $5,762 Shares 76,430 Est. Cost $49.27 Unrealized +19.6%
HXL Hexcel Corp 1.5%
Value ($000) $5,742 Shares 88,895 Est. Cost $34.40 Unrealized +91.4%
Time Warner Inc 1.4%
Value ($000) $5,584 Shares 59,044 Est. Cost $75.94 Unrealized
BMY Bristol Myers Squibb 1.4%
Value ($000) $5,496 Shares 86,898 Est. Cost $40.07 Unrealized +20.0%
United Technologies Corp 1.4%
Value ($000) $5,451 Shares 43,326 Est. Cost $101.78 Unrealized
ETN Eaton Corporation 1.4%
Value ($000) $5,440 Shares 68,080 Est. Cost $63.85 Unrealized +10.1%
QCOM Qualcomm Inc 1.4%
Value ($000) $5,292 Shares 95,513 Est. Cost $45.47 Unrealized +14.2%
HRL Hormel Foods Corp 1.4%
Value ($000) $5,254 Shares 153,075 Est. Cost $28.70 Unrealized -3.6%
PAYX Paychex Inc. 1.3%
Value ($000) $5,189 Shares 84,255 Est. Cost $26.38 Unrealized +98.5%
ORCL Oracle Corp. 1.3%
Value ($000) $5,054 Shares 110,463 Est. Cost $29.02 Unrealized +52.5%
SLB Schlumberger Ltd 1.3%
Value ($000) $5,009 Shares 77,326 Est. Cost $63.51 Unrealized -12.2%
XLK Technology Sector SPDR 1.3%
Value ($000) $4,953 Shares 75,711 Est. Cost $33.65 Unrealized
XOM Exxon Mobil Corp 1.3%
Value ($000) $4,838 Shares 64,849 Est. Cost $54.39 Unrealized +2.5%
MindBody Inc. 1.2%
Value ($000) $4,768 Shares 122,576 Est. Cost $27.50 Unrealized
Michael Kors Hldgs 1.2%
Value ($000) $4,668 Shares 75,186 Est. Cost $46.32 Unrealized
XLU Utilities Sector SPDR 1.2%
Value ($000) $4,666 Shares 92,336 Est. Cost $38.95 Unrealized
DEO Diageo PLC-SP ADR 1.2%
Value ($000) $4,593 Shares 33,914 Est. Cost $116.54 Unrealized
PowerShares S&P 500 1.2%
Value ($000) $4,586 Shares 46,605 Est. Cost $98.40 Unrealized
PG Procter & Gamble Co. 1.1%
Value ($000) $4,297 Shares 54,200 Est. Cost $66.56 Unrealized +2.0%
AAPL Apple Computer 0.9%
Value ($000) $3,602 Shares 21,470 Est. Cost $26.09 Unrealized +54.9%
XLF Financial Select Sector 0.7%
Value ($000) $2,738 Shares 99,323 Est. Cost $22.04 Unrealized
SPY S&P 500 ETF 0.6%
Value ($000) $2,436 Shares 9,259 Est. Cost $263.10 Unrealized
XLY Consumer Disc SPDR 0.6%
Value ($000) $2,359 Shares 23,291 Est. Cost $67.08 Unrealized
XLV Healthcare SPDR 0.6%
Value ($000) $2,326 Shares 28,576 Est. Cost $68.81 Unrealized
DIS Disney (Walt & Co.) 0.6%
Value ($000) $2,306 Shares 22,956 Est. Cost $63.26 Unrealized +59.6%
XLI Industrial Sector SPDR 0.5%
Value ($000) $1,863 Shares 25,084 Est. Cost $45.86 Unrealized
IVV ishares TR S&P 500 Index 0.4%
Value ($000) $1,659 Shares 6,253 Est. Cost $265.31 Unrealized
XLP Consumer Staples SPDR 0.4%
Value ($000) $1,577 Shares 29,961 Est. Cost $41.87 Unrealized
MSFT Microsoft Corp 0.3%
Value ($000) $1,294 Shares 14,181 Est. Cost $49.63 Unrealized +69.9%
XLE Energy Select SPDR 0.3%
Value ($000) $1,200 Shares 17,795 Est. Cost $73.79 Unrealized
RSP PWR S&P 500 EQ EGT 0.3%
Value ($000) $1,073 Shares 10,793 Est. Cost $99.42 Unrealized
ABBV AbbVie Inc. 0.3%
Value ($000) $980 Shares 10,350 Est. Cost $51.65 Unrealized +52.0%
GOLD Trust ETF 0.2%
Value ($000) $803 Shares 6,385 Est. Cost $123.73 Unrealized
JNJ Johnson & Johnson 0.2%
Value ($000) $776 Shares 6,058 Est. Cost $99.51 Unrealized +8.9%
QLYS Qualys Inc. 0.2%
Value ($000) $707 Shares 9,721 Est. Cost $13.42 Unrealized +414.2%
DowDuPont Inc. 0.2%
Value ($000) $660 Shares 10,361 Est. Cost $70.81 Unrealized
XLB Materials Select Sector SPDR 0.2%
Value ($000) $631 Shares 11,079 Est. Cost $40.42 Unrealized
LOW Lowes Companies Inc. 0.1%
Value ($000) $541 Shares 6,161 Est. Cost $33.55 Unrealized +144.1%
ADP Automatic Data Processing 0.1%
Value ($000) $535 Shares 4,715 Est. Cost $82.23 Unrealized +19.9%
T AT&T Corp 0.1%
Value ($000) $522 Shares 14,630 Est. Cost $15.92 Unrealized -0.7%
GOOGL Alphabet Inc Cl-A Vtg 0.1%
Value ($000) $522 Shares 503 Est. Cost $47.07 Unrealized +16.9%
MCD McDonald's Corp 0.1%
Value ($000) $506 Shares 3,237 Est. Cost $78.82 Unrealized +73.4%
BA Boeing Co. 0.1%
Value ($000) $461 Shares 1,405 Est. Cost $135.00 Unrealized +139.2%
ABT Abbott Labs 0.1%
Value ($000) $444 Shares 7,408 Est. Cost $43.22 Unrealized +21.6%
General Electric 0.1%
Value ($000) $419 Shares 31,061 Est. Cost $17.55 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $411 Shares 13,720 Est. Cost $16.76 Unrealized +55.5%
AMGN Amgen 0.1%
Value ($000) $408 Shares 2,392 Est. Cost $135.37 Unrealized +6.7%
IBM Int'l Business Machines 0.1%
Value ($000) $364 Shares 2,372 Est. Cost $112.56 Unrealized -4.7%
V Visa Inc Com CL A 0.1%
Value ($000) $344 Shares 2,873 Est. Cost $95.71 Unrealized +19.9%
CVS CVS Corporation 0.1%
Value ($000) $333 Shares 5,360 Est. Cost $70.77 Unrealized -21.1%
HD Home Depot 0.1%
Value ($000) $326 Shares 1,827 Est. Cost $92.54 Unrealized +67.2%
GS Goldman Sachs Group 0.1%
Value ($000) $325 Shares 1,290 Est. Cost $135.41 Unrealized +61.3%
META Facebook 0.1%
Value ($000) $296 Shares 1,852 Est. Cost $67.99 Unrealized +162.2%
VTV Vanguard Value ETF 0.1%
Value ($000) $287 Shares 2,785 Est. Cost $103.05 Unrealized
AXP American Express 0.1%
Value ($000) $279 Shares 2,990 Est. Cost $60.98 Unrealized +42.7%
CSX CSX Corporation 0.1%
Value ($000) $267 Shares 4,795 Est. Cost $13.50 Unrealized +24.5%
NUE Nucor Corporation 0.1%
Value ($000) $261 Shares 4,268 Est. Cost $39.96 Unrealized +39.6%
KO Coca-Cola 0.1%
Value ($000) $254 Shares 5,860 Est. Cost $29.42 Unrealized +19.2%
CMCSA Comcast Cl-A 0.1%
Value ($000) $249 Shares 7,283 Est. Cost $26.98 Unrealized +17.8%
PFE Pfizer Inc 0.1%
Value ($000) $241 Shares 6,800 Est. Cost $21.89 Unrealized +10.7%
MMM 3M Company 0.1%
Value ($000) $219 Shares 997 Est. Cost $92.77 Unrealized +61.9%
Wells Fargo Pfd 0.1%
Value ($000) $206 Shares 160 Est. Cost $1237.50 Unrealized
MRK Merck & Co 0.1%
Value ($000) $199 Shares 3,660 Est. Cost $46.54 Unrealized -9.2%
PEP Pepsico Inc. 0.1%
Value ($000) $198 Shares 1,816 Est. Cost $73.79 Unrealized +20.9%
DHR Danaher Corp Del 0.1%
Value ($000) $194 Shares 1,984 Est. Cost $27.77 Unrealized +203.5%
Bank of America 0.1%
Value ($000) $193 Shares 150 Est. Cost $1193.33 Unrealized
Express Scripts Inc 0.1%
Value ($000) $193 Shares 2,800 Est. Cost $63.28 Unrealized
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $182 Shares 2,418 Est. Cost $83.31 Unrealized
NSC Norfolk Southern Corporation 0.0%
Value ($000) $177 Shares 1,303 Est. Cost $57.31 Unrealized +114.0%
HON Honeywell International 0.0%
Value ($000) $173 Shares 1,200 Est. Cost $55.02 Unrealized +113.5%
Aerohive Networks, Inc. 0.0%
Value ($000) $170 Shares 42,080 Est. Cost $6.08 Unrealized
NKE Nike Inc. 0.0%
Value ($000) $166 Shares 2,497 Est. Cost $46.50 Unrealized +28.2%
BRK/B Berkshire Hathaway Inc Class 0.0%
Value ($000) $166 Shares 833 Est. Cost $157.44 Unrealized +30.4%
Walgreens Boots Alliance 0.0%
Value ($000) $164 Shares 2,500 Est. Cost $72.57 Unrealized
SNAP Snap Inc. 0.0%
Value ($000) $161 Shares 10,133 Est. Cost $14.55 Unrealized +11.6%
UPS United Parcel Service 0.0%
Value ($000) $153 Shares 1,460 Est. Cost $70.75 Unrealized +20.8%
C Citigroup 0.0%
Value ($000) $151 Shares 2,230 Est. Cost $52.00 Unrealized +10.8%
WFC Wells Fargo 0.0%
Value ($000) $151 Shares 2,875 Est. Cost $37.66 Unrealized +26.7%
INTC Intel Corp. 0.0%
Value ($000) $146 Shares 2,810 Est. Cost $21.78 Unrealized +83.9%
PM Philip Morris International I 0.0%
Value ($000) $142 Shares 1,430 Est. Cost $58.05 Unrealized +18.3%
WMT Wal Mart Stores 0.0%
Value ($000) $114 Shares 1,283 Est. Cost $19.84 Unrealized +42.8%
NTAP NetApp Inc 0.0%
Value ($000) $111 Shares 1,804 Est. Cost $33.20 Unrealized +49.1%
DUK Duke Energy Corp 0.0%
Value ($000) $103 Shares 1,333 Est. Cost $60.82 Unrealized -7.8%
HP Helmerich and Payne 0.0%
Value ($000) $100 Shares 1,500 Est. Cost $61.57 Unrealized +9.6%
STT State Street Corp 0.0%
Value ($000) $85 Shares 850 Est. Cost $47.96 Unrealized +70.8%
CAT Caterpillar Inc. 0.0%
Value ($000) $83 Shares 566 Est. Cost $73.74 Unrealized +80.5%
ESS Essex Property Trust Inc. 0.0%
Value ($000) $79 Shares 327 Est. Cost $191.18 Unrealized -8.0%
COP Conocophillips 0.0%
Value ($000) $77 Shares 1,304 Est. Cost $40.15 Unrealized +9.0%
EA Electronic Arts Inc. 0.0%
Value ($000) $74 Shares 614 Est. Cost $74.60 Unrealized +58.0%
FDX FedEx Corp. 0.0%
Value ($000) $74 Shares 308 Est. Cost $189.86 Unrealized +16.1%
ARTJX Artisan International Small C 0.0%
Value ($000) $73 Shares 3,111 Est. Cost $23.14 Unrealized
AVB Avalonbay Communities 0.0%
Value ($000) $72 Shares 439 Est. Cost $123.37 Unrealized +1.1%
OXY Occidental Petroleum 0.0%
Value ($000) $71 Shares 1,095 Est. Cost $59.01 Unrealized -2.7%
SCHW Schwab (Charles) Corp 0.0%
Value ($000) $69 Shares 1,324 Est. Cost $26.27 Unrealized +83.3%
ADBE Adobe Systems Inc 0.0%
Value ($000) $66 Shares 304 Est. Cost $49.96 Unrealized +307.0%
Blackrock Inc. CL A 0.0%
Value ($000) $63 Shares 117 Est. Cost $376.13 Unrealized
PCLIX PIMCO Commodities PLUS 0.0%
Value ($000) $60 Shares 9,363 Est. Cost $6.30 Unrealized
FTV Fortive Corp 0.0%
Value ($000) $59 Shares 760 Est. Cost $30.87 Unrealized +49.3%
ROBO Robo Global Robotics and Auto 0.0%
Value ($000) $59 Shares 1,408 Est. Cost $38.35 Unrealized
UNP Union Pacific 0.0%
Value ($000) $58 Shares 435 Est. Cost $100.79 Unrealized +12.2%
SGMO Sangamo Biosciences Inc. 0.0%
Value ($000) $57 Shares 3,000 Est. Cost $10.55 Unrealized +102.7%
EQR Equity Residential Properties 0.0%
Value ($000) $55 Shares 886 Est. Cost $45.95 Unrealized -3.7%
EOG E O G Resources Inc 0.0%
Value ($000) $54 Shares 515 Est. Cost $60.04 Unrealized +34.6%
TXRH Texas Roadhouse Inc. 0.0%
Value ($000) $54 Shares 935 Est. Cost $29.89 Unrealized +69.0%
SOCL Global X Social Media ETF 0.0%
Value ($000) $54 Shares 1,573 Est. Cost $31.15 Unrealized
PFF iShares TR S&P US Pfd Stk Ind 0.0%
Value ($000) $54 Shares 1,450 Est. Cost $37.93 Unrealized
TMO Thermo Fisher Scientific 0.0%
Value ($000) $52 Shares 251 Est. Cost $140.90 Unrealized +45.9%
COF Capital One 0.0%
Value ($000) $49 Shares 510 Est. Cost $68.75 Unrealized +26.4%
Accenture LTD 0.0%
Value ($000) $46 Shares 298 Est. Cost $108.49 Unrealized
Kellogg Co. 0.0%
Value ($000) $46 Shares 700 Est. Cost $44.70 Unrealized +5.7%
IRBTQ iRobot Corp 0.0%
Value ($000) $46 Shares 715 Est. Cost $71.80 Unrealized +4.8%
PANW Palo Alto Networks Inc. 0.0%
Value ($000) $45 Shares 249 Est. Cost $22.36 Unrealized +24.3%
Monsanto 0.0%
Value ($000) $44 Shares 380 Est. Cost $106.98 Unrealized
BP BP PLC-Spons ADR 0.0%
Value ($000) $44 Shares 1,092 Est. Cost $39.05 Unrealized
Cavium Networks, Inc. 0.0%
Value ($000) $44 Shares 560 Est. Cost $39.72 Unrealized
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $41 Shares 235 Est. Cost $127.66 Unrealized
XTL Telecom Sector SPDR 0.0%
Value ($000) $39 Shares 560 Est. Cost $69.57 Unrealized
DLTR Dollar Tree, Inc 0.0%
Value ($000) $38 Shares 400 Est. Cost $48.73 Unrealized +115.1%
TXN Texas Instruments 0.0%
Value ($000) $37 Shares 360 Est. Cost $77.65 Unrealized +11.8%
NOW ServiceNow, Inc. 0.0%
Value ($000) $37 Shares 225 Est. Cost $18.74 Unrealized +64.7%
HCA HCA Healthcare 0.0%
Value ($000) $37 Shares 380 Est. Cost $74.76 Unrealized +20.8%
GLW Corning Glass Works 0.0%
Value ($000) $37 Shares 1,325 Est. Cost $18.36 Unrealized +35.1%
PCG PG&E Corp. 0.0%
Value ($000) $36 Shares 820 Est. Cost $39.15 Unrealized +7.1%
RWX SPDR Index Shares FD Real Est 0.0%
Value ($000) $36 Shares 910 Est. Cost $38.05 Unrealized
HPQ Hewlett Packard 0.0%
Value ($000) $35 Shares 1,600 Est. Cost $14.44 Unrealized +20.2%
BDX Becton Dickinson Company 0.0%
Value ($000) $35 Shares 160 Est. Cost $146.45 Unrealized +32.9%
IYC iShares U.S. Consumer Service 0.0%
Value ($000) $35 Shares 190 Est. Cost $121.05 Unrealized
LLY Lilly Eli & co 0.0%
Value ($000) $35 Shares 450 Est. Cost $59.03 Unrealized +21.5%
RHHBY Roche Holding AG-Spons ADR 0.0%
Value ($000) $34 Shares 1,200 Est. Cost $31.67 Unrealized
PEG Public Svc Enterprise Gp 0.0%
Value ($000) $34 Shares 670 Est. Cost $29.30 Unrealized +28.2%
SWX Southwest Gas Corp 0.0%
Value ($000) $34 Shares 500 Est. Cost $81.18 Unrealized -12.5%
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $33 Shares 695 Est. Cost $43.17 Unrealized
AFL Aflac Inc. 0.0%
Value ($000) $32 Shares 720 Est. Cost $32.80 Unrealized +12.1%
DE Deere & Co. 0.0%
Value ($000) $31 Shares 200 Est. Cost $68.04 Unrealized +111.6%
New Nadina Exploration 0.0%
Value ($000) $30 Shares 255,000 Est. Cost $0.12 Unrealized
PYPL Paypal Holdings Inc 0.0%
Value ($000) $30 Shares 400 Est. Cost $35.62 Unrealized +122.2%
MO Altria Group Inc. 0.0%
Value ($000) $29 Shares 460 Est. Cost $36.09 Unrealized +1.3%
National Oilwell Varco INC 0.0%
Value ($000) $29 Shares 800 Est. Cost $67.39 Unrealized
IYK iShare US Consumer Goods ETF 0.0%
Value ($000) $29 Shares 240 Est. Cost $100.00 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $29 Shares 400 Est. Cost $67.45 Unrealized +4.3%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $28 Shares 1,600 Est. Cost $9.68 Unrealized +37.2%
SU Suncor Energy Inc. 0.0%
Value ($000) $28 Shares 800 Est. Cost $23.36 Unrealized +10.8%
SBUX Starbucks Corporation 0.0%
Value ($000) $27 Shares 459 Est. Cost $40.36 Unrealized +20.7%
Varian Medical Systems Inc. 0.0%
Value ($000) $27 Shares 220 Est. Cost $69.13 Unrealized
SA Seabridge Gold Inc. 0.0%
Value ($000) $27 Shares 2,500 Est. Cost $11.28 Unrealized -1.8%
BofA Preferred 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $26.00 Unrealized
KMB Kimberly Clark 0.0%
Value ($000) $26 Shares 240 Est. Cost $86.64 Unrealized -0.5%
IDU iShares US Utilities ETF 0.0%
Value ($000) $25 Shares 200 Est. Cost $110.00 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $25 Shares 320 Est. Cost $53.16 Unrealized +10.0%
A Agilent Technologies 0.0%
Value ($000) $25 Shares 367 Est. Cost $63.50 Unrealized +4.1%
TROW T. Rowe Price Group Inc 0.0%
Value ($000) $25 Shares 230 Est. Cost $50.47 Unrealized +63.3%
NVS Novartis A G Spon ADR 0.0%
Value ($000) $24 Shares 300 Est. Cost $76.57 Unrealized
SEE Sealed Air Corp 0.0%
Value ($000) $23 Shares 530 Est. Cost $28.71 Unrealized +36.5%
Tiffany & Co. 0.0%
Value ($000) $22 Shares 226 Est. Cost $61.38 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $20 Shares 1,310 Est. Cost $6.42 Unrealized +71.6%
ETFs Gold Trust 0.0%
Value ($000) $19 Shares 145 Est. Cost $133.33 Unrealized
SO The Southern Company 0.0%
Value ($000) $18 Shares 400 Est. Cost $33.55 Unrealized -4.2%
TSLA Tesla Motors, Inc. 0.0%
Value ($000) $18 Shares 68 Est. Cost $13.15 Unrealized +67.3%
ADI Analog Devices 0.0%
Value ($000) $18 Shares 200 Est. Cost $66.98 Unrealized +17.4%
WMK Weis Markets, Inc. 0.0%
Value ($000) $18 Shares 450 Est. Cost $31.18 Unrealized +5.2%
CCK Crown Holdings Inc 0.0%
Value ($000) $17 Shares 340 Est. Cost $45.58 Unrealized +11.3%
KR Kroger Co 0.0%
Value ($000) $16 Shares 666 Est. Cost $19.60 Unrealized +17.2%
EBAY eBay Inc. 0.0%
Value ($000) $16 Shares 400 Est. Cost $20.80 Unrealized +77.1%
EMR Emerson Electric 0.0%
Value ($000) $16 Shares 231 Est. Cost $46.36 Unrealized +27.2%
VLO Valero Energy Corp. 0.0%
Value ($000) $16 Shares 170 Est. Cost $68.16 Unrealized 0.0%
Quidel Corporation 0.0%
Value ($000) $16 Shares 300 Est. Cost $26.67 Unrealized
DXC DXC Technology Co. 0.0%
Value ($000) $15 Shares 151 Est. Cost $54.24 Unrealized +53.8%
ITOCY ITOCHU Corporation I 0.0%
Value ($000) $13 Shares 333 Est. Cost $36.04 Unrealized
BB&T Corporation 0.0%
Value ($000) $13 Shares 250 Est. Cost $47.50 Unrealized
Credit Suisse Group 0.0%
Value ($000) $13 Shares 750 Est. Cost $14.67 Unrealized
IP International Paper 0.0%
Value ($000) $13 Shares 249 Est. Cost $35.08 Unrealized +11.8%
PLD Prologis Inc 0.0%
Value ($000) $13 Shares 201 Est. Cost $52.02 Unrealized -4.1%
HSBC Holdings PLC Preferred 0.0%
Value ($000) $13 Shares 500 Est. Cost $26.00 Unrealized
NSRGY Nestle SA Reg ADR 0.0%
Value ($000) $12 Shares 150 Est. Cost $86.67 Unrealized
NVDA Nvidia Corp. 0.0%
Value ($000) $12 Shares 50 Est. Cost $2.06 Unrealized +182.5%
WU Western Union 0.0%
Value ($000) $11 Shares 550 Est. Cost $17.00 Unrealized
CC Chemours Co 0.0%
Value ($000) $11 Shares 221 Est. Cost $28.23 Unrealized +30.1%
KEYS Keysight Technologies, Inc. 0.0%
Value ($000) $10 Shares 183 Est. Cost $43.20 Unrealized +10.6%
CCL Carnival Corp 0.0%
Value ($000) $10 Shares 150 Est. Cost $60.92 Unrealized +3.0%
Dell Technologies Class V 0.0%
Value ($000) $10 Shares 137 Est. Cost $80.24 Unrealized
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
Nordstrom Inc. 0.0%
Value ($000) $10 Shares 200 Est. Cost $45.56 Unrealized
PowerShares FTSE RAFI Develop 0.0%
Value ($000) $9 Shares 250 Est. Cost $36.00 Unrealized
MDT Medtronic Inc. 0.0%
Value ($000) $9 Shares 115 Est. Cost $66.41 Unrealized +1.4%
LMT Lockheed Martin Corp 0.0%
Value ($000) $8 Shares 24 Est. Cost $218.34 Unrealized +26.2%
BAYRY Bayer AG-Sponsored ADR 0.0%
Value ($000) $8 Shares 300 Est. Cost $51.67 Unrealized
VMware Inc. 0.0%
Value ($000) $8 Shares 70 Est. Cost $81.02 Unrealized
CAIXY CaixaBank 0.0%
Value ($000) $8 Shares 5,000 Est. Cost $1.60 Unrealized
AMT American Tower Corp 0.0%
Value ($000) $8 Shares 53 Est. Cost $115.75 Unrealized -0.8%
ADNT Adient plc 0.0%
Value ($000) $7 Shares 113 Est. Cost $50.50 Unrealized +30.7%
MET MetLife, Inc. 0.0%
Value ($000) $7 Shares 150 Est. Cost $39.89 Unrealized -7.2%
EXR Extra Space Storage Inc 0.0%
Value ($000) $7 Shares 76 Est. Cost $62.24 Unrealized +0.7%
HLT Hilton Worldwides Holdings In 0.0%
Value ($000) $6 Shares 73 Est. Cost $61.77 Unrealized +29.3%
EMN Eastman Chemical Company 0.0%
Value ($000) $6 Shares 56 Est. Cost $52.25 Unrealized +47.5%
PowerShares FTSE RAFI Emergin 0.0%
Value ($000) $6 Shares 275 Est. Cost $21.82 Unrealized
Anglo American Plc Sp Adr 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.00 Unrealized
DCT Industrial Trust Inc 0.0%
Value ($000) $6 Shares 110 Est. Cost $54.55 Unrealized
LBUY Leafbuyer Technologies, Inc. 0.0%
Value ($000) $6 Shares 4,822 Est. Cost $1.41 Unrealized +37.3%
MAIN MAIN STREET CAPITAL CORP 0.0%
Value ($000) $6 Shares 173 Est. Cost $38.83 Unrealized -3.5%
MAR Marriot International - CL A 0.0%
Value ($000) $6 Shares 45 Est. Cost $96.02 Unrealized +36.7%
WestRock Company 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
LVS Las Vegas Sands Corp. 0.0%
Value ($000) $6 Shares 80 Est. Cost $56.22 Unrealized +11.0%
WPC WP CAREY INC 0.0%
Value ($000) $5 Shares 78 Est. Cost $64.10 Unrealized
KHC The Kraft Heinz Company 0.0%
Value ($000) $5 Shares 80 Est. Cost $53.39 Unrealized -8.3%
SUI Sun Communities Inc 0.0%
Value ($000) $5 Shares 52 Est. Cost $96.15 Unrealized
Glaxosmithkline PLC-ADS 0.0%
Value ($000) $5 Shares 140 Est. Cost $35.71 Unrealized
Tableau Software Inc. 0.0%
Value ($000) $4 Shares 53 Est. Cost $48.00 Unrealized
Hawaiian Telcom Holdco Inc 0.0%
Value ($000) $4 Shares 148 Est. Cost $32.87 Unrealized
DLR Digital Realty Trust, Inc. 0.0%
Value ($000) $4 Shares 40 Est. Cost $88.57 Unrealized -9.6%
NNBR NN, Inc., a 0.0%
Value ($000) $4 Shares 166 Est. Cost $27.11 Unrealized -7.5%
XHIEX MILLER/HOWARD HIGH INCOME EQ 0.0%
Value ($000) $4 Shares 308 Est. Cost $12.99 Unrealized
Yamana Gold Inc. 0.0%
Value ($000) $4 Shares 1,278 Est. Cost $9.12 Unrealized
BNDSY Banco De Sabadell ADR 0.0%
Value ($000) $4 Shares 1,041 Est. Cost $2.88 Unrealized
MA MasterCard Inc. 0.0%
Value ($000) $4 Shares 24 Est. Cost $142.19 Unrealized +15.1%
Raytheon Company 0.0%
Value ($000) $4 Shares 20 Est. Cost $200.00 Unrealized
XLRE Real Estate Select Sector ETF 0.0%
Value ($000) $3 Shares 110 Est. Cost $27.27 Unrealized
TEVA Teva Pharmaceutical 0.0%
Value ($000) $3 Shares 188 Est. Cost $34.97 Unrealized
SSUMY Sumitomo Corporation 0.0%
Value ($000) $3 Shares 177 Est. Cost $16.95 Unrealized
VREX Varex Imaging Corp 0.0%
Value ($000) $3 Shares 88 Est. Cost $31.14 Unrealized +22.4%
NY Community Bancorp 0.0%
Value ($000) $3 Shares 230 Est. Cost $16.89 Unrealized
Micro Focus International 0.0%
Value ($000) $3 Shares 218 Est. Cost $32.11 Unrealized
BTI British American Tabacco PLC 0.0%
Value ($000) $3 Shares 46 Est. Cost $65.22 Unrealized
AWK American Water Works Co., Inc 0.0%
Value ($000) $2 Shares 26 Est. Cost $62.71 Unrealized +12.1%
PSX Phillips 66 0.0%
Value ($000) $1 Shares 7 Est. Cost $49.23 Unrealized +45.2%
Amyris 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
Bank of New York Co Inc. 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
DXJ WisdomTree Japan Hedged Equit 0.0%
Value ($000) $1 Shares 16 Est. Cost $64.52 Unrealized
BHF Brighthouse Financial Inc. 0.0%
Value ($000) $1 Shares 14 Est. Cost $59.17 Unrealized -2.4%
CNDT Conduent Inc 0.0%
Value ($000) $1 Shares 80 Est. Cost $15.22 Unrealized +15.6%
FFIV F5 Networks 0.0%
Value ($000) $1 Shares 10 Est. Cost $84.87 Unrealized +68.9%
Symantec Corp 0.0%
Value ($000) $1 Shares 56 Est. Cost $21.29 Unrealized
Silver Bullion Trust 0.0%
Value ($000) $1 Shares 150 Est. Cost $6.67 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $83.84 Unrealized +16.2%
TFRY Tasty Fries Inc 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.00 Unrealized -45.3%
Genitope Corp 0.0%
Value ($000) $0 Shares 6,000 Est. Cost Unrealized
Immunosyn Corp 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
NOK Nokia Corp Sponsored ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.75 Unrealized