Nelson Capital Management, LLC Diversified Active

CIK: 0001512611 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 9, 2018

Total Value ($000): $434,745 (100.0% shares, 0.0% debt)

Holdings (307)

IJR ISHARES TR 6.6%
Value ($000) $28,583 Shares 327,646 Est. Cost $5.44 Unrealized
AMZN AMAZON COM INC 5.1%
Value ($000) $21,961 Shares 10,964 Est. Cost $40.54 Unrealized +132.0%
VEA VANGUARD TAX MANAGED INTL FD 4.7%
Value ($000) $20,617 Shares 476,486 Est. Cost $37.04 Unrealized
GOOG ALPHABET INC 4.2%
Value ($000) $18,370 Shares 15,392 Est. Cost $46.72 Unrealized +27.2%
COST COSTCO WHSL CORP NEW 3.1%
Value ($000) $13,655 Shares 58,135 Est. Cost $92.32 Unrealized +120.0%
UNH UNITEDHEALTH GROUP INC 3.1%
Value ($000) $13,515 Shares 50,801 Est. Cost $100.65 Unrealized +129.1%
CRM SALESFORCE COM INC 2.7%
Value ($000) $11,861 Shares 74,585 Est. Cost $59.86 Unrealized +144.9%
ILMN ILLUMINA INC 2.7%
Value ($000) $11,766 Shares 32,055 Est. Cost $185.18 Unrealized +73.1%
CSCO CISCO SYS INC 2.5%
Value ($000) $11,082 Shares 227,788 Est. Cost $16.31 Unrealized +121.0%
QCOM QUALCOMM INC 2.4%
Value ($000) $10,225 Shares 141,953 Est. Cost $48.35 Unrealized +13.0%
VZ VERIZON COMMUNICATIONS INC 2.3%
Value ($000) $9,866 Shares 184,793 Est. Cost $28.78 Unrealized +23.8%
VWO VANGUARD INTL EQUITY INDEX F 2.2%
Value ($000) $9,447 Shares 230,418 Est. Cost $14.02 Unrealized
ROP ROPER TECHNOLOGIES INC 2.1%
Value ($000) $9,083 Shares 30,664 Est. Cost $164.85 Unrealized +71.3%
TJX TJX COS INC NEW 2.1%
Value ($000) $9,025 Shares 80,564 Est. Cost $23.42 Unrealized +98.5%
MSFT MICROSOFT CORP 1.9%
Value ($000) $8,310 Shares 72,661 Est. Cost $90.68 Unrealized +11.2%
FRCB FIRST REP BK SAN FRANCISCO C 1.9%
Value ($000) $8,239 Shares 85,821 Est. Cost $60.43 Unrealized +61.5%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $7,940 Shares 70,366 Est. Cost $43.59 Unrealized +112.5%
SVB FINL GROUP 1.8%
Value ($000) $7,621 Shares 24,518 Est. Cost $114.55 Unrealized
CVX CHEVRON CORP NEW 1.7%
Value ($000) $7,483 Shares 61,195 Est. Cost $74.50 Unrealized +18.0%
Travelers Companies Inc. 1.6%
Value ($000) $7,158 Shares 55,184 Est. Cost $129.71 Unrealized
PRAXAIR INC 1.6%
Value ($000) $7,121 Shares 44,302 Est. Cost $117.60 Unrealized
ALLERGAN PLC 1.6%
Value ($000) $7,075 Shares 37,141 Est. Cost $184.43 Unrealized
USB US BANCORP DEL 1.6%
Value ($000) $6,785 Shares 128,482 Est. Cost $24.61 Unrealized +59.0%
MDT MEDTRONIC PLC 1.6%
Value ($000) $6,749 Shares 68,605 Est. Cost $68.86 Unrealized +10.8%
MAS MASCO CORP 1.5%
Value ($000) $6,626 Shares 181,034 Est. Cost $19.98 Unrealized +70.9%
HRL HORMEL FOODS CORP 1.5%
Value ($000) $6,350 Shares 161,158 Est. Cost $28.81 Unrealized +9.6%
UNITED TECHNOLOGIES CORP 1.4%
Value ($000) $6,296 Shares 45,033 Est. Cost $102.92 Unrealized
GILD GILEAD SCIENCES INC 1.4%
Value ($000) $6,166 Shares 79,859 Est. Cost $49.54 Unrealized +14.7%
HXL HEXCEL CORP NEW 1.4%
Value ($000) $6,135 Shares 91,499 Est. Cost $35.23 Unrealized +92.4%
ETN EATON CORP PLC 1.4%
Value ($000) $6,092 Shares 70,242 Est. Cost $64.01 Unrealized +11.1%
AKAM AKAMAI TECHNOLOGIES INC 1.4%
Value ($000) $6,078 Shares 83,094 Est. Cost $45.26 Unrealized +66.0%
ORCL ORACLE CORP 1.4%
Value ($000) $5,918 Shares 114,771 Est. Cost $29.52 Unrealized +47.6%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $5,815 Shares 68,400 Est. Cost $54.47 Unrealized +6.8%
XLK SELECT SECTOR SPDR TR 1.3%
Value ($000) $5,795 Shares 76,934 Est. Cost $34.18 Unrealized
STZ CONSTELLATION BRANDS INC 1.3%
Value ($000) $5,674 Shares 26,317 Est. Cost $140.52 Unrealized +34.2%
BMY BRISTOL MYERS SQUIBB CO 1.3%
Value ($000) $5,645 Shares 90,925 Est. Cost $40.17 Unrealized +12.0%
MICHAEL KORS HLDGS LTD 1.2%
Value ($000) $5,287 Shares 77,121 Est. Cost $46.75 Unrealized
MINDBODY INC 1.2%
Value ($000) $5,136 Shares 126,346 Est. Cost $27.87 Unrealized
Consumer Discr. ETF 1.2%
Value ($000) $5,059 Shares 47,730 Est. Cost $98.59 Unrealized
DEO DIAGEO P L C 1.2%
Value ($000) $5,053 Shares 35,669 Est. Cost $117.81 Unrealized
SLB SCHLUMBERGER LTD 1.2%
Value ($000) $5,044 Shares 82,797 Est. Cost $62.74 Unrealized -17.1%
PG PROCTER AND GAMBLE CO 1.1%
Value ($000) $4,916 Shares 59,070 Est. Cost $66.07 Unrealized +2.6%
AAPL APPLE INC 1.1%
Value ($000) $4,683 Shares 20,745 Est. Cost $26.09 Unrealized +88.9%
IVZ INVESCO LTD 1.1%
Value ($000) $4,582 Shares 200,272 Est. Cost $19.37 Unrealized -9.7%
STERICYCLE INC 0.8%
Value ($000) $3,401 Shares 57,960 Est. Cost $65.11 Unrealized
T AT&T INC 0.7%
Value ($000) $3,156 Shares 93,976 Est. Cost $14.75 Unrealized -1.8%
XLV SELECT SECTOR SPDR TR 0.7%
Value ($000) $2,832 Shares 29,760 Est. Cost $69.67 Unrealized
DIS DISNEY WALT CO 0.7%
Value ($000) $2,827 Shares 24,176 Est. Cost $65.31 Unrealized +63.2%
XLY SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,793 Shares 23,828 Est. Cost $68.11 Unrealized
XLF SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,755 Shares 99,894 Est. Cost $22.12 Unrealized
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $2,642 Shares 9,091 Est. Cost $290.62 Unrealized
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,069 Shares 26,395 Est. Cost $47.27 Unrealized
XLP SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,683 Shares 31,198 Est. Cost $42.30 Unrealized
S&P 500 Equal Weight 0.4%
Value ($000) $1,682 Shares 15,185 Est. Cost $12.20 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,285 Shares 16,970 Est. Cost $73.82 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $1,178 Shares 976 Est. Cost $50.52 Unrealized +18.9%
ABBV ABBVIE INC 0.2%
Value ($000) $1,045 Shares 11,047 Est. Cost $52.79 Unrealized +31.0%
GOLD Trust ETF 0.2%
Value ($000) $867 Shares 7,685 Est. Cost $122.87 Unrealized
QLYS QUALYS INC 0.2%
Value ($000) $866 Shares 9,721 Est. Cost $13.42 Unrealized +569.9%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $861 Shares 6,228 Est. Cost $99.54 Unrealized +8.5%
DOWDUPONT INC 0.2%
Value ($000) $780 Shares 12,133 Est. Cost $70.04 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $711 Shares 6,193 Est. Cost $33.55 Unrealized +171.3%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $710 Shares 4,715 Est. Cost $82.23 Unrealized +46.9%
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $708 Shares 12,220 Est. Cost $41.92 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $592 Shares 8,075 Est. Cost $44.04 Unrealized +31.3%
AMGN AMGEN INC 0.1%
Value ($000) $509 Shares 2,455 Est. Cost $135.50 Unrealized +16.1%
BA BOEING CO 0.1%
Value ($000) $434 Shares 1,166 Est. Cost $135.00 Unrealized +151.2%
KO COCA COLA CO 0.1%
Value ($000) $386 Shares 8,360 Est. Cost $31.83 Unrealized +14.1%
V VISA INC 0.1%
Value ($000) $368 Shares 2,450 Est. Cost $96.95 Unrealized +39.3%
CSX CSX CORP 0.1%
Value ($000) $359 Shares 4,843 Est. Cost $13.58 Unrealized +58.9%
MRK MERCK & CO INC 0.1%
Value ($000) $356 Shares 5,021 Est. Cost $46.74 Unrealized +8.4%
INTC INTEL CORP 0.1%
Value ($000) $339 Shares 7,168 Est. Cost $35.43 Unrealized +17.2%
HD HOME DEPOT INC 0.1%
Value ($000) $324 Shares 1,563 Est. Cost $94.28 Unrealized +78.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $323 Shares 1,933 Est. Cost $78.82 Unrealized +71.0%
AEROHIVE NETWORKS INC 0.1%
Value ($000) $314 Shares 76,098 Est. Cost $5.14 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $311 Shares 7,058 Est. Cost $22.14 Unrealized +24.9%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $297 Shares 2,790 Est. Cost $60.98 Unrealized +54.3%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $293 Shares 1,307 Est. Cost $136.20 Unrealized +44.2%
META FACEBOOK INC 0.1%
Value ($000) $282 Shares 1,717 Est. Cost $67.99 Unrealized +164.4%
BAC BANK AMER CORP 0.1%
Value ($000) $267 Shares 9,053 Est. Cost $16.86 Unrealized +51.1%
NUE NUCOR CORP 0.1%
Value ($000) $258 Shares 4,068 Est. Cost $39.96 Unrealized +36.6%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $239 Shares 1,325 Est. Cost $58.80 Unrealized +150.3%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $235 Shares 8,415 Est. Cost $23.64 Unrealized -6.9%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $226 Shares 6,393 Est. Cost $27.05 Unrealized +8.5%
NKE NIKE INC 0.0%
Value ($000) $215 Shares 2,543 Est. Cost $47.10 Unrealized +54.9%
PEP PEPSICO INC 0.0%
Value ($000) $213 Shares 1,903 Est. Cost $74.32 Unrealized +21.5%
MMM 3M CO 0.0%
Value ($000) $210 Shares 997 Est. Cost $92.77 Unrealized +42.5%
WELLS FARGO CO NEW 0.0%
Value ($000) $207 Shares 160 Est. Cost $1237.50 Unrealized
DHR DANAHER CORP DEL 0.0%
Value ($000) $198 Shares 1,825 Est. Cost $27.77 Unrealized +217.0%
BANK AMER CORP 0.0%
Value ($000) $194 Shares 150 Est. Cost $1193.33 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $194 Shares 908 Est. Cost $160.82 Unrealized +27.6%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $186 Shares 1,231 Est. Cost $112.56 Unrealized -10.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $182 Shares 1,560 Est. Cost $71.59 Unrealized +23.5%
C CITIGROUP INC 0.0%
Value ($000) $163 Shares 2,270 Est. Cost $52.02 Unrealized +5.3%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $148 Shares 2,814 Est. Cost $37.76 Unrealized +23.2%
WMT WALMART INC 0.0%
Value ($000) $140 Shares 1,495 Est. Cost $20.70 Unrealized +32.1%
HON HONEYWELL INTL INC 0.0%
Value ($000) $139 Shares 837 Est. Cost $55.02 Unrealized +121.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $125 Shares 1,530 Est. Cost $57.88 Unrealized -4.1%
TWENTY FIRST CENTY FOX INC 0.0%
Value ($000) $114 Shares 2,465 Est. Cost $49.49 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $108 Shares 9,571 Est. Cost $16.96 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $107 Shares 1,360 Est. Cost $70.77 Unrealized -20.2%
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $103 Shares 1,500 Est. Cost $61.57 Unrealized +3.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $101 Shares 1,304 Est. Cost $40.15 Unrealized +40.4%
NTAP NETAPP INC 0.0%
Value ($000) $101 Shares 1,174 Est. Cost $33.20 Unrealized +103.4%
UNP UNION PAC CORP 0.0%
Value ($000) $95 Shares 585 Est. Cost $105.13 Unrealized +21.6%
UDR UDR INC 0.0%
Value ($000) $90 Shares 2,235 Est. Cost $27.46 Unrealized +8.5%
OXY OCCIDENTAL PETE CORP DEL 0.0%
Value ($000) $86 Shares 1,045 Est. Cost $59.01 Unrealized +14.8%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $86 Shares 566 Est. Cost $73.74 Unrealized +63.4%
SNAP SNAP INC 0.0%
Value ($000) $86 Shares 10,133 Est. Cost $14.55 Unrealized -20.2%
IRBTQ IROBOT CORP 0.0%
Value ($000) $79 Shares 715 Est. Cost $71.80 Unrealized +31.0%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $76 Shares 555 Est. Cost $111.60 Unrealized -1.9%
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $76 Shares 800 Est. Cost $63.28 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $76 Shares 631 Est. Cost $75.96 Unrealized +65.0%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $74 Shares 409 Est. Cost $123.37 Unrealized +12.1%
ADBE ADOBE SYS INC 0.0%
Value ($000) $66 Shares 246 Est. Cost $257.84 Unrealized 0.0%
EOG EOG RES INC 0.0%
Value ($000) $66 Shares 515 Est. Cost $60.04 Unrealized +52.2%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $65 Shares 935 Est. Cost $29.89 Unrealized +101.2%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $64 Shares 260 Est. Cost $191.18 Unrealized -2.3%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $60 Shares 174 Est. Cost $257.93 Unrealized +2.5%
STERLING BANCORP DEL 0.0%
Value ($000) $56 Shares 2,555 Est. Cost $23.48 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $56 Shares 249 Est. Cost $22.36 Unrealized +62.8%
PAYX PAYCHEX INC 0.0%
Value ($000) $55 Shares 750 Est. Cost $54.15 Unrealized +7.0%
BLACKROCK INC 0.0%
Value ($000) $54 Shares 115 Est. Cost $376.13 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $54 Shares 206 Est. Cost $158.06 Unrealized +39.4%
FDX FEDEX CORP 0.0%
Value ($000) $53 Shares 220 Est. Cost $191.08 Unrealized +11.1%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $53 Shares 380 Est. Cost $74.76 Unrealized +56.0%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $52 Shares 780 Est. Cost $45.95 Unrealized +9.2%
Accenture LTD 0.0%
Value ($000) $51 Shares 298 Est. Cost $108.49 Unrealized
SGMO SANGAMO THERAPEUTICS INC 0.0%
Value ($000) $51 Shares 3,000 Est. Cost $10.55 Unrealized +44.1%
SOCL GLOBAL X FDS 0.0%
Value ($000) $50 Shares 1,573 Est. Cost $31.15 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $50 Shares 621 Est. Cost $83.31 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $49 Shares 512 Est. Cost $68.75 Unrealized +24.6%
KELLOGG CO 0.0%
Value ($000) $49 Shares 700 Est. Cost $44.70 Unrealized +14.8%
LLY LILLY ELI & CO 0.0%
Value ($000) $48 Shares 450 Est. Cost $59.03 Unrealized +52.9%
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $48 Shares 1,200 Est. Cost $40.00 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $48 Shares 235 Est. Cost $127.66 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $44 Shares 225 Est. Cost $18.74 Unrealized +101.9%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $44 Shares 560 Est. Cost $78.57 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $44 Shares 570 Est. Cost $61.53 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $42 Shares 1,631 Est. Cost $14.52 Unrealized +29.4%
XEL XCEL ENERGY INC 0.0%
Value ($000) $42 Shares 880 Est. Cost $37.68 Unrealized 0.0%
IYC ISHARES TR 0.0%
Value ($000) $40 Shares 190 Est. Cost $121.05 Unrealized
Target Corp 0.0%
Value ($000) $40 Shares 450 Est. Cost $88.89 Unrealized
SWX SOUTHWEST GAS HOLDINGS INC 0.0%
Value ($000) $40 Shares 500 Est. Cost $81.18 Unrealized -2.7%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $40 Shares 650 Est. Cost $47.16 Unrealized 0.0%
Agere Systems Inc. 0.0%
Value ($000) $38 Shares 790 Est. Cost $48.10 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $38 Shares 410 Est. Cost $75.59 Unrealized +10.9%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $38 Shares 1,320 Est. Cost $28.79 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $38 Shares 154 Est. Cost $148.60 Unrealized +51.8%
BP BP PLC 0.0%
Value ($000) $37 Shares 792 Est. Cost $39.05 Unrealized
SCHW SCHWAB CHARLES CORP NEW 0.0%
Value ($000) $33 Shares 674 Est. Cost $26.27 Unrealized +75.3%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $33 Shares 400 Est. Cost $48.73 Unrealized +80.2%
GLW CORNING INC 0.0%
Value ($000) $33 Shares 925 Est. Cost $18.36 Unrealized +44.2%
SA SEABRIDGE GOLD INC 0.0%
Value ($000) $32 Shares 2,500 Est. Cost $11.28 Unrealized +2.2%
KBE SPDR SERIES TRUST 0.0%
Value ($000) $32 Shares 695 Est. Cost $43.17 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $31 Shares 800 Est. Cost $23.36 Unrealized +30.4%
COLUMBIA SELIGM PREM TECH GR 0.0%
Value ($000) $31 Shares 1,451 Est. Cost $21.36 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $30 Shares 496 Est. Cost $35.40 Unrealized -5.2%
DE DEERE & CO 0.0%
Value ($000) $30 Shares 200 Est. Cost $68.04 Unrealized +89.0%
New Nadina Exploration 0.0%
Value ($000) $30 Shares 307,000 Est. Cost $0.12 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $29 Shares 350 Est. Cost $47.96 Unrealized +44.5%
AMERIGAS PARTNERS L P 0.0%
Value ($000) $29 Shares 745 Est. Cost $38.93 Unrealized
TIFFANY & CO NEW 0.0%
Value ($000) $29 Shares 226 Est. Cost $61.38 Unrealized
IYK ISHARES TR 0.0%
Value ($000) $29 Shares 240 Est. Cost $100.00 Unrealized
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $28 Shares 720 Est. Cost $38.05 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $27 Shares 252 Est. Cost $78.90 Unrealized +14.4%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $27 Shares 240 Est. Cost $86.64 Unrealized -0.1%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $26 Shares 367 Est. Cost $63.50 Unrealized -1.2%
NVS NOVARTIS A G 0.0%
Value ($000) $26 Shares 300 Est. Cost $76.57 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $26 Shares 1,600 Est. Cost $9.68 Unrealized +30.9%
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $25 Shares 470 Est. Cost $29.30 Unrealized +38.9%
SYK STRYKER CORP 0.0%
Value ($000) $25 Shares 140 Est. Cost $105.10 Unrealized +49.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $25 Shares 443 Est. Cost $40.36 Unrealized +11.7%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $24 Shares 200 Est. Cost $113.61 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $24 Shares 320 Est. Cost $53.16 Unrealized +13.6%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $23 Shares 474 Est. Cost $48.52 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $22 Shares 500 Est. Cost $67.39 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $22 Shares 256 Est. Cost $47.04 Unrealized +86.8%
Royal Caribbean Cruises 0.0%
Value ($000) $21 Shares 165 Est. Cost $127.27 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $21 Shares 80 Est. Cost $14.29 Unrealized +45.8%
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $21 Shares 530 Est. Cost $28.71 Unrealized +25.9%
WMK WEIS MKTS INC 0.0%
Value ($000) $20 Shares 450 Est. Cost $31.18 Unrealized +31.9%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $20 Shares 1,310 Est. Cost $6.42 Unrealized +73.2%
QUIDEL CORP 0.0%
Value ($000) $20 Shares 300 Est. Cost $26.67 Unrealized
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $19 Shares 170 Est. Cost $68.16 Unrealized +23.6%
RHHBY Roche Holding AG-Spons ADR 0.0%
Value ($000) $18 Shares 600 Est. Cost $31.67 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $18 Shares 63 Est. Cost $2.96 Unrealized +117.5%
TE Connectivity Ltd 0.0%
Value ($000) $18 Shares 200 Est. Cost $90.00 Unrealized
ETFS GOLD TR 0.0%
Value ($000) $17 Shares 145 Est. Cost $133.33 Unrealized
PIPR PIPER JAFFRAY COS 0.0%
Value ($000) $17 Shares 229 Est. Cost $78.29 Unrealized -1.9%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $17 Shares 160 Est. Cost $50.47 Unrealized +71.7%
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $16 Shares 340 Est. Cost $45.58 Unrealized -7.4%
WY WEYERHAEUSER CO 0.0%
Value ($000) $14 Shares 420 Est. Cost $25.91 Unrealized 0.0%
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $14 Shares 267 Est. Cost $43.13 Unrealized -2.7%
HSBC HLDGS PLC 0.0%
Value ($000) $13 Shares 500 Est. Cost $26.00 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $13 Shares 337 Est. Cost $31.13 Unrealized +4.1%
VMWARE INC 0.0%
Value ($000) $13 Shares 85 Est. Cost $93.71 Unrealized
CREDIT SUISSE GROUP 0.0%
Value ($000) $13 Shares 862 Est. Cost $14.72 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $13 Shares 136 Est. Cost $54.24 Unrealized +56.2%
NSRGY Nestle SA Reg ADR 0.0%
Value ($000) $12 Shares 150 Est. Cost $86.67 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 183 Est. Cost $43.20 Unrealized +43.6%
DELL TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 123 Est. Cost $80.24 Unrealized
MET METLIFE INC 0.0%
Value ($000) $12 Shares 250 Est. Cost $38.15 Unrealized -6.9%
IP INTL PAPER CO 0.0%
Value ($000) $12 Shares 249 Est. Cost $35.08 Unrealized +1.6%
BB&T CORP 0.0%
Value ($000) $12 Shares 250 Est. Cost $47.50 Unrealized
NORDSTROM INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $45.56 Unrealized
ITOCY ITOCHU Corporation I 0.0%
Value ($000) $12 Shares 333 Est. Cost $36.04 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $11 Shares 35 Est. Cost $287.35 Unrealized +6.2%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $11 Shares 48 Est. Cost $171.27 Unrealized +17.0%
ARCONIC INC 0.0%
Value ($000) $10 Shares 444 Est. Cost $18.02 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $10 Shares 140 Est. Cost $71.43 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $9 Shares 200 Est. Cost $50.00 Unrealized
LBUY Leafbuyer Technologies, Inc. 0.0%
Value ($000) $9 Shares 4,822 Est. Cost $1.41 Unrealized -23.9%
EBAY EBAY INC 0.0%
Value ($000) $8 Shares 255 Est. Cost $22.96 Unrealized +34.3%
EMR EMERSON ELEC CO 0.0%
Value ($000) $8 Shares 101 Est. Cost $46.36 Unrealized +33.6%
FTV FORTIVE CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $30.87 Unrealized +61.1%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $8 Shares 119 Est. Cost $50.74 Unrealized 0.0%
CAIXY CaixaBank 0.0%
Value ($000) $8 Shares 5,000 Est. Cost $1.60 Unrealized
BAYRY Bayer AG-Sponsored ADR 0.0%
Value ($000) $7 Shares 300 Est. Cost $51.67 Unrealized
EZU ISHARES INC 0.0%
Value ($000) $7 Shares 172 Est. Cost $40.70 Unrealized
MAIN MAIN STREET CAPITAL CORP 0.0%
Value ($000) $7 Shares 173 Est. Cost $38.83 Unrealized +2.0%
Anglo American Plc Sp Adr 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.00 Unrealized
SSUMF Sumitomo Corporation 0.0%
Value ($000) $6 Shares 377 Est. Cost $17.25 Unrealized -5.0%
Alcoa Inc. 0.0%
Value ($000) $6 Shares 148 Est. Cost $47.30 Unrealized
TABLEAU SOFTWARE INC 0.0%
Value ($000) $6 Shares 53 Est. Cost $48.00 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $6 Shares 64 Est. Cost $83.66 Unrealized 0.0%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $6 Shares 140 Est. Cost $35.71 Unrealized
WPC W P CAREY INC 0.0%
Value ($000) $5 Shares 78 Est. Cost $64.10 Unrealized
WESTROCK CO 0.0%
Value ($000) $5 Shares 100 Est. Cost $60.00 Unrealized
RAYTHEON CO 0.0%
Value ($000) $5 Shares 26 Est. Cost $198.22 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $5 Shares 32 Est. Cost $115.75 Unrealized +4.4%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $5 Shares 56 Est. Cost $52.25 Unrealized +46.1%
MICRO FOCUS INTERNATIONAL PL 0.0%
Value ($000) $4 Shares 218 Est. Cost $32.11 Unrealized
XHIEX MILLER HOWARD HIGH INC EQTY 0.0%
Value ($000) $4 Shares 308 Est. Cost $12.99 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 11 Est. Cost $368.95 Unrealized 0.0%
Softbank Group Corp 0.0%
Value ($000) $4 Shares 40 Est. Cost $100.00 Unrealized
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $4 Shares 2 Est. Cost $1936.71 Unrealized 0.0%
ROST ROSS STORES INC 0.0%
Value ($000) $4 Shares 41 Est. Cost $85.36 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $177.57 Unrealized 0.0%
XTL SPDR SERIES TRUST 0.0%
Value ($000) $4 Shares 50 Est. Cost $69.57 Unrealized
Intercontinental Exchange Inc 0.0%
Value ($000) $3 Shares 41 Est. Cost $73.17 Unrealized
YAMANA GOLD INC 0.0%
Value ($000) $3 Shares 1,278 Est. Cost $9.12 Unrealized
SSUMY Sumitomo Corporation 0.0%
Value ($000) $3 Shares 177 Est. Cost $16.95 Unrealized
Coca-Cola European Partners P 0.0%
Value ($000) $3 Shares 57 Est. Cost $52.63 Unrealized
BNDSY Banco De Sabadell ADR 0.0%
Value ($000) $3 Shares 1,041 Est. Cost $2.88 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $3 Shares 98 Est. Cost $19.78 Unrealized +11.1%
DOV DOVER CORP 0.0%
Value ($000) $3 Shares 36 Est. Cost $73.78 Unrealized 0.0%
AZO AUTOZONE INC 0.0%
Value ($000) $3 Shares 4 Est. Cost $736.13 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $3 Shares 44 Est. Cost $70.24 Unrealized 0.0%
NNBR NN INC 0.0%
Value ($000) $3 Shares 166 Est. Cost $27.11 Unrealized -33.5%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $3 Shares 43 Est. Cost $59.55 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $36.30 Unrealized 0.0%
BROADCOM LTD 0.0%
Value ($000) $3 Shares 13 Est. Cost $230.77 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $3 Shares 32 Est. Cost $87.84 Unrealized -2.1%
SONY SONY CORP 0.0%
Value ($000) $3 Shares 47 Est. Cost $63.83 Unrealized
EMBJ EMBRAER S A 0.0%
Value ($000) $2 Shares 77 Est. Cost $25.97 Unrealized
NGD NEW GOLD INC CDA 0.0%
Value ($000) $2 Shares 3,000 Est. Cost $1.29 Unrealized 0.0%
NEW ORIENTAL ED & TECH GRP I 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 +22.1%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $2 Shares 321 Est. Cost $6.23 Unrealized
Allegion PLC 0.0%
Value ($000) $2 Shares 24 Est. Cost $83.33 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $2 Shares 13 Est. Cost $153.85 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $126.44 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 40 Est. Cost $38.95 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $137.00 Unrealized 0.0%
Chubb Corp 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
National Grid PLC 0.0%
Value ($000) $2 Shares 34 Est. Cost $58.82 Unrealized
UNILEVER N V 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
BBD BANCO BRADESCO S A 0.0%
Value ($000) $2 Shares 133 Est. Cost $15.04 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $285.71 Unrealized
ING ING GROEP N V 0.0%
Value ($000) $2 Shares 136 Est. Cost $14.71 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $2 Shares 71 Est. Cost $34.97 Unrealized
SNY SANOFI 0.0%
Value ($000) $2 Shares 47 Est. Cost $42.55 Unrealized
FFIV F5 NETWORKS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $84.87 Unrealized +115.6%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $2 Shares 65 Est. Cost $11.82 Unrealized 0.0%
ADNT ADIENT PLC 0.0%
Value ($000) $2 Shares 41 Est. Cost $50.50 Unrealized -10.9%
GW PHARMACEUTICALS PLC 0.0%
Value ($000) $2 Shares 9 Est. Cost $222.22 Unrealized
CHINA PETE & CHEM CORP 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.91 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $344.30 Unrealized 0.0%
BHP BHP BILLITON LTD 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $269.78 Unrealized 0.0%
ORANY ORANGE 0.0%
Value ($000) $1 Shares 56 Est. Cost $17.86 Unrealized
SYMANTEC CORP 0.0%
Value ($000) $1 Shares 56 Est. Cost $21.29 Unrealized
CX CEMEX SAB DE CV 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
PUK PRUDENTIAL PLC 0.0%
Value ($000) $1 Shares 37 Est. Cost $27.03 Unrealized
XILINX INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
SK TELECOM LTD 0.0%
Value ($000) $1 Shares 52 Est. Cost $19.23 Unrealized
SAP SAP SE 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
MLCO MELCO RESORT ENTERTAINMENT L 0.0%
Value ($000) $1 Shares 70 Est. Cost $14.29 Unrealized
CTRIP COM INTL LTD 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
ASML Holding NV 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
Delta Air Lines 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
Amyris 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $1 Shares 54 Est. Cost $18.52 Unrealized
TOTAL SYS SVCS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $16.89 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $83.84 Unrealized +17.9%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $33.35 Unrealized +6.7%
Cincinnati Bell Inc. 0.0%
Value ($000) $1 Shares 92 Est. Cost $10.87 Unrealized
COPA Holdings SA- Class A 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $0 Shares 5 Est. Cost $52.66 Unrealized -20.6%
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.75 Unrealized
TFRY Tasty Fries Inc 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.00 Unrealized -47.0%
CDW Corp. 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
Immunosyn Corp 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
Frontier Communications 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
Genitope Corp 0.0%
Value ($000) $0 Shares 6,000 Est. Cost Unrealized