Nelson Capital Management, LLC Diversified Active

CIK: 0001512611 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 30, 2019

Total Value ($000): $358,839 (100.0% shares, 0.0% debt)

Holdings (291)

IJR ISHARES TR 6.1%
Value ($000) $21,930 Shares 316,361 Est. Cost $5.44 Unrealized
AMZN AMAZON COM INC 4.4%
Value ($000) $15,949 Shares 10,619 Est. Cost $40.54 Unrealized +105.1%
GOOG ALPHABET INC 4.3%
Value ($000) $15,531 Shares 14,997 Est. Cost $46.72 Unrealized +13.7%
VEA VANGUARD TAX MANAGED INTL FD 3.7%
Value ($000) $13,253 Shares 357,233 Est. Cost $37.04 Unrealized
COST COSTCO WHSL CORP NEW 3.2%
Value ($000) $11,379 Shares 55,860 Est. Cost $92.32 Unrealized +118.8%
VZ VERIZON COMMUNICATIONS INC 2.8%
Value ($000) $10,195 Shares 181,336 Est. Cost $28.78 Unrealized +34.2%
CRM SALESFORCE COM INC 2.7%
Value ($000) $9,833 Shares 71,790 Est. Cost $59.86 Unrealized +127.0%
CSCO CISCO SYS INC 2.7%
Value ($000) $9,634 Shares 222,345 Est. Cost $16.31 Unrealized +126.3%
TJX TJX COS INC NEW 2.6%
Value ($000) $9,420 Shares 210,554 Est. Cost $37.29 Unrealized +23.1%
UNH UNITEDHEALTH GROUP INC 2.6%
Value ($000) $9,407 Shares 37,761 Est. Cost $100.65 Unrealized +133.5%
ILMN ILLUMINA INC 2.6%
Value ($000) $9,191 Shares 30,645 Est. Cost $185.18 Unrealized +67.3%
VWO VANGUARD INTL EQUITY INDEX F 2.4%
Value ($000) $8,559 Shares 224,658 Est. Cost $14.02 Unrealized
ROP ROPER TECHNOLOGIES INC 2.2%
Value ($000) $7,878 Shares 29,559 Est. Cost $164.85 Unrealized +64.5%
MSFT MICROSOFT CORP 2.0%
Value ($000) $7,262 Shares 71,501 Est. Cost $90.68 Unrealized +10.3%
FRCB FIRST REP BK SAN FRANCISCO C 2.0%
Value ($000) $7,249 Shares 83,421 Est. Cost $60.43 Unrealized +46.8%
QCOM QUALCOMM INC 2.0%
Value ($000) $7,209 Shares 126,673 Est. Cost $48.35 Unrealized +5.2%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $6,750 Shares 69,148 Est. Cost $43.59 Unrealized +100.8%
Linde PLC 1.9%
Value ($000) $6,711 Shares 43,005 Est. Cost $156.05 Unrealized
HRL HORMEL FOODS CORP 1.9%
Value ($000) $6,694 Shares 156,833 Est. Cost $28.81 Unrealized +23.9%
TRV TRAVELERS COMPANIES INC 1.8%
Value ($000) $6,442 Shares 53,797 Est. Cost $107.19 Unrealized 0.0%
CVX CHEVRON CORP NEW 1.8%
Value ($000) $6,347 Shares 58,340 Est. Cost $74.50 Unrealized +13.7%
MDT MEDTRONIC PLC 1.7%
Value ($000) $6,108 Shares 67,150 Est. Cost $68.86 Unrealized +12.0%
USB US BANCORP DEL 1.6%
Value ($000) $5,752 Shares 125,857 Est. Cost $24.61 Unrealized +55.5%
DIS DISNEY WALT CO 1.6%
Value ($000) $5,678 Shares 51,784 Est. Cost $88.66 Unrealized +23.1%
PG PROCTER AND GAMBLE CO 1.5%
Value ($000) $5,309 Shares 57,760 Est. Cost $66.07 Unrealized +13.1%
HXL HEXCEL CORP NEW 1.4%
Value ($000) $5,106 Shares 89,049 Est. Cost $35.23 Unrealized +71.2%
ORCL ORACLE CORP 1.4%
Value ($000) $5,062 Shares 112,119 Est. Cost $29.52 Unrealized +46.2%
MAS MASCO CORP 1.4%
Value ($000) $5,037 Shares 172,280 Est. Cost $19.98 Unrealized +38.5%
DEO DIAGEO P L C 1.4%
Value ($000) $4,933 Shares 34,791 Est. Cost $117.81 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 1.4%
Value ($000) $4,899 Shares 80,211 Est. Cost $45.26 Unrealized +47.0%
UNITED TECHNOLOGIES CORP 1.3%
Value ($000) $4,669 Shares 43,853 Est. Cost $102.92 Unrealized
ETN EATON CORP PLC 1.3%
Value ($000) $4,653 Shares 67,767 Est. Cost $64.01 Unrealized +1.6%
BMY BRISTOL MYERS SQUIBB CO 1.3%
Value ($000) $4,501 Shares 86,585 Est. Cost $40.17 Unrealized +2.0%
SVB FINL GROUP 1.2%
Value ($000) $4,409 Shares 23,216 Est. Cost $114.55 Unrealized
XLV SELECT SECTOR SPDR TR 1.2%
Value ($000) $4,149 Shares 47,965 Est. Cost $76.06 Unrealized
GILD GILEAD SCIENCES INC 1.2%
Value ($000) $4,130 Shares 66,020 Est. Cost $49.54 Unrealized +7.0%
STZ CONSTELLATION BRANDS INC 1.1%
Value ($000) $4,077 Shares 25,352 Est. Cost $140.52 Unrealized +25.9%
MINDBODY INC 1.0%
Value ($000) $3,722 Shares 102,266 Est. Cost $27.87 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value ($000) $3,667 Shares 53,772 Est. Cost $54.47 Unrealized +3.5%
ZTS ZOETIS INC 1.0%
Value ($000) $3,587 Shares 41,934 Est. Cost $85.00 Unrealized +0.0%
EFA ISHARES TR 0.9%
Value ($000) $3,331 Shares 57,132 Est. Cost $58.30 Unrealized
XLK SELECT SECTOR SPDR TR 0.9%
Value ($000) $3,324 Shares 53,634 Est. Cost $34.18 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $3,151 Shares 19,976 Est. Cost $26.09 Unrealized +76.4%
SCHW SCHWAB CHARLES CORP NEW 0.9%
Value ($000) $3,120 Shares 75,124 Est. Cost $40.77 Unrealized +0.3%
ALLERGAN PLC 0.8%
Value ($000) $2,957 Shares 22,120 Est. Cost $184.43 Unrealized
T AT&T INC 0.7%
Value ($000) $2,509 Shares 87,915 Est. Cost $14.75 Unrealized -4.9%
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $2,386 Shares 100,187 Est. Cost $22.12 Unrealized
Capri Holdings Ltd F 0.6%
Value ($000) $2,325 Shares 61,324 Est. Cost $37.91 Unrealized
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $2,285 Shares 9,144 Est. Cost $290.62 Unrealized
XLY SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,230 Shares 22,524 Est. Cost $68.11 Unrealized
STERICYCLE INC 0.6%
Value ($000) $2,007 Shares 54,710 Est. Cost $65.11 Unrealized
XLE SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,996 Shares 34,800 Est. Cost $65.39 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $1,831 Shares 7,971 Est. Cost $229.71 Unrealized
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,667 Shares 25,886 Est. Cost $47.27 Unrealized
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $1,657 Shares 45,927 Est. Cost $62.74 Unrealized -35.9%
XLP SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,639 Shares 32,280 Est. Cost $42.58 Unrealized
IVV ISHARES TR 0.4%
Value ($000) $1,476 Shares 5,870 Est. Cost $251.45 Unrealized
XLC SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,227 Shares 29,720 Est. Cost $41.40 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,226 Shares 13,415 Est. Cost $91.39 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,016 Shares 11,017 Est. Cost $52.79 Unrealized +22.7%
GOOGL ALPHABET INC 0.3%
Value ($000) $992 Shares 949 Est. Cost $50.52 Unrealized +6.2%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $804 Shares 6,228 Est. Cost $99.54 Unrealized +14.7%
GOLD Trust ETF 0.2%
Value ($000) $732 Shares 6,040 Est. Cost $122.87 Unrealized
QLYS QUALYS INC 0.2%
Value ($000) $680 Shares 9,096 Est. Cost $13.42 Unrealized +461.5%
ZUORA INC 0.2%
Value ($000) $652 Shares 35,937 Est. Cost $18.14 Unrealized
DOWDUPONT INC 0.2%
Value ($000) $638 Shares 11,938 Est. Cost $70.04 Unrealized
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $608 Shares 12,025 Est. Cost $41.92 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $569 Shares 6,161 Est. Cost $33.55 Unrealized +152.2%
ABT ABBOTT LABS 0.2%
Value ($000) $565 Shares 7,815 Est. Cost $44.04 Unrealized +41.1%
AMGN AMGEN INC 0.1%
Value ($000) $478 Shares 2,455 Est. Cost $135.50 Unrealized +15.7%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $408 Shares 3,115 Est. Cost $82.23 Unrealized +47.3%
MRK MERCK & CO INC 0.1%
Value ($000) $384 Shares 5,021 Est. Cost $46.74 Unrealized +20.9%
BA BOEING CO 0.1%
Value ($000) $366 Shares 1,136 Est. Cost $135.00 Unrealized +148.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $363 Shares 2,043 Est. Cost $82.65 Unrealized +81.6%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $340 Shares 2,577 Est. Cost $131.94 Unrealized
V VISA INC 0.1%
Value ($000) $323 Shares 2,450 Est. Cost $96.95 Unrealized +35.5%
HD HOME DEPOT INC 0.1%
Value ($000) $310 Shares 1,803 Est. Cost $101.75 Unrealized +47.8%
PFE PFIZER INC 0.1%
Value ($000) $308 Shares 7,058 Est. Cost $22.14 Unrealized +35.7%
KO COCA COLA CO 0.1%
Value ($000) $296 Shares 6,260 Est. Cost $31.83 Unrealized +20.6%
INTC INTEL CORP 0.1%
Value ($000) $282 Shares 6,018 Est. Cost $35.43 Unrealized +13.4%
CSX CSX CORP 0.1%
Value ($000) $277 Shares 4,455 Est. Cost $13.58 Unrealized +53.9%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $266 Shares 2,790 Est. Cost $60.98 Unrealized +55.8%
AEROHIVE NETWORKS INC 0.1%
Value ($000) $248 Shares 76,098 Est. Cost $5.14 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $241 Shares 1,841 Est. Cost $73.10 Unrealized +96.8%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $218 Shares 6,393 Est. Cost $27.05 Unrealized +12.5%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $218 Shares 1,307 Est. Cost $136.20 Unrealized +25.5%
BAC BANK AMER CORP 0.1%
Value ($000) $211 Shares 8,553 Est. Cost $16.86 Unrealized +35.3%
NUE NUCOR CORP 0.1%
Value ($000) $211 Shares 4,068 Est. Cost $39.96 Unrealized +26.9%
DHR DANAHER CORP DEL 0.1%
Value ($000) $207 Shares 2,010 Est. Cost $33.30 Unrealized +163.9%
IWF ISHARES TR 0.1%
Value ($000) $206 Shares 1,575 Est. Cost $130.79 Unrealized
WELLS FARGO CO NEW 0.1%
Value ($000) $202 Shares 160 Est. Cost $1237.50 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $198 Shares 1,325 Est. Cost $58.80 Unrealized +142.1%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $198 Shares 8,415 Est. Cost $23.64 Unrealized -16.0%
MMM 3M CO 0.1%
Value ($000) $190 Shares 997 Est. Cost $92.77 Unrealized +38.2%
NKE NIKE INC 0.1%
Value ($000) $189 Shares 2,543 Est. Cost $47.10 Unrealized +44.7%
PEP PEPSICO INC 0.1%
Value ($000) $189 Shares 1,715 Est. Cost $74.32 Unrealized +22.0%
BANK AMER CORP 0.1%
Value ($000) $188 Shares 150 Est. Cost $1193.33 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $185 Shares 908 Est. Cost $160.82 Unrealized +29.9%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $152 Shares 1,560 Est. Cost $71.59 Unrealized +14.7%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $140 Shares 1,231 Est. Cost $112.56 Unrealized -21.9%
WMT WALMART INC 0.0%
Value ($000) $139 Shares 1,495 Est. Cost $20.70 Unrealized +39.0%
Fiera Capital Emerging Mar 0.0%
Value ($000) $137 Shares 3,437 Est. Cost $39.86 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $135 Shares 1,021 Est. Cost $66.32 Unrealized +77.5%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $130 Shares 2,814 Est. Cost $37.76 Unrealized +11.3%
TWENTY FIRST CENTY FOX INC 0.0%
Value ($000) $119 Shares 2,465 Est. Cost $49.49 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $118 Shares 2,270 Est. Cost $52.02 Unrealized -5.1%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $102 Shares 1,530 Est. Cost $57.88 Unrealized -1.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $89 Shares 1,360 Est. Cost $70.77 Unrealized -16.1%
UDR UDR INC 0.0%
Value ($000) $85 Shares 2,135 Est. Cost $27.46 Unrealized +13.6%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $81 Shares 364 Est. Cost $195.71 Unrealized +17.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $81 Shares 1,304 Est. Cost $40.15 Unrealized +33.0%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $75 Shares 398 Est. Cost $188.55 Unrealized +1.3%
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $72 Shares 1,500 Est. Cost $61.57 Unrealized -0.3%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $72 Shares 566 Est. Cost $73.74 Unrealized +51.2%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $71 Shares 409 Est. Cost $123.37 Unrealized +14.4%
UNP UNION PAC CORP 0.0%
Value ($000) $71 Shares 511 Est. Cost $105.13 Unrealized +20.3%
NTAP NETAPP INC 0.0%
Value ($000) $70 Shares 1,174 Est. Cost $33.20 Unrealized +77.8%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $65 Shares 555 Est. Cost $111.60 Unrealized -11.3%
OXY OCCIDENTAL PETE CORP DEL 0.0%
Value ($000) $64 Shares 1,045 Est. Cost $59.01 Unrealized +0.9%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $64 Shares 260 Est. Cost $191.18 Unrealized +3.1%
IRBTQ IROBOT CORP 0.0%
Value ($000) $60 Shares 715 Est. Cost $71.80 Unrealized +26.2%
GENERAL ELECTRIC CO 0.0%
Value ($000) $58 Shares 7,721 Est. Cost $16.96 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $57 Shares 3,416 Est. Cost $19.37 Unrealized -26.7%
ADBE ADOBE INC 0.0%
Value ($000) $56 Shares 246 Est. Cost $257.84 Unrealized -6.4%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $56 Shares 935 Est. Cost $29.89 Unrealized +90.9%
SNAP SNAP INC 0.0%
Value ($000) $56 Shares 10,133 Est. Cost $14.55 Unrealized -55.3%
LLY LILLY ELI & CO 0.0%
Value ($000) $52 Shares 450 Est. Cost $59.03 Unrealized +71.7%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $51 Shares 780 Est. Cost $45.95 Unrealized +11.7%
RSPD INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $49 Shares 540 Est. Cost $90.74 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $49 Shares 750 Est. Cost $54.15 Unrealized +1.7%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $48 Shares 614 Est. Cost $75.96 Unrealized +17.4%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $47 Shares 380 Est. Cost $74.76 Unrealized +68.6%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $47 Shares 249 Est. Cost $22.36 Unrealized +39.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $46 Shares 174 Est. Cost $257.93 Unrealized -3.1%
EOG EOG RES INC 0.0%
Value ($000) $45 Shares 515 Est. Cost $60.04 Unrealized +34.4%
BLACKROCK INC 0.0%
Value ($000) $45 Shares 115 Est. Cost $376.13 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $45 Shares 600 Est. Cost $83.31 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $44 Shares 570 Est. Cost $61.53 Unrealized +5.1%
XEL XCEL ENERGY INC 0.0%
Value ($000) $43 Shares 880 Est. Cost $37.68 Unrealized +6.9%
Accenture LTD 0.0%
Value ($000) $42 Shares 298 Est. Cost $108.49 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $42 Shares 235 Est. Cost $127.66 Unrealized
STERLING BANCORP DEL 0.0%
Value ($000) $42 Shares 2,555 Est. Cost $23.48 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $41 Shares 5,350 Est. Cost $6.21 Unrealized 0.0%
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $41 Shares 1,200 Est. Cost $40.00 Unrealized
Agere Systems Inc. 0.0%
Value ($000) $40 Shares 790 Est. Cost $48.10 Unrealized
KELLOGG CO 0.0%
Value ($000) $40 Shares 700 Est. Cost $44.70 Unrealized +3.8%
NOW SERVICENOW INC 0.0%
Value ($000) $40 Shares 225 Est. Cost $18.74 Unrealized +89.4%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $39 Shares 512 Est. Cost $68.75 Unrealized +11.4%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $39 Shares 560 Est. Cost $78.57 Unrealized
SWX SOUTHWEST GAS HOLDINGS INC 0.0%
Value ($000) $38 Shares 500 Est. Cost $81.18 Unrealized -1.1%
CIGNA CORPORATION 0.0%
Value ($000) $37 Shares 194 Est. Cost $190.72 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $36 Shares 400 Est. Cost $48.73 Unrealized +73.3%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $36 Shares 160 Est. Cost $158.06 Unrealized +31.7%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $36 Shares 550 Est. Cost $47.16 Unrealized +7.4%
FDX FEDEX CORP 0.0%
Value ($000) $35 Shares 220 Est. Cost $191.08 Unrealized -2.7%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $35 Shares 410 Est. Cost $75.59 Unrealized +0.3%
IYC ISHARES TR 0.0%
Value ($000) $34 Shares 190 Est. Cost $121.05 Unrealized
SA SEABRIDGE GOLD INC 0.0%
Value ($000) $33 Shares 2,500 Est. Cost $11.28 Unrealized +12.1%
HPQ HP INC 0.0%
Value ($000) $33 Shares 1,631 Est. Cost $14.52 Unrealized +25.6%
CME CME GROUP INC 0.0%
Value ($000) $33 Shares 175 Est. Cost $142.24 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $33 Shares 720 Est. Cost $37.59 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $30 Shares 200 Est. Cost $68.04 Unrealized +93.7%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $30 Shares 196 Est. Cost $50.60 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $30 Shares 792 Est. Cost $39.05 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $30 Shares 450 Est. Cost $63.29 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $29 Shares 443 Est. Cost $40.36 Unrealized +32.9%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $28 Shares 780 Est. Cost $37.88 Unrealized
GLW CORNING INC 0.0%
Value ($000) $28 Shares 925 Est. Cost $18.36 Unrealized +42.5%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $27 Shares 240 Est. Cost $86.64 Unrealized -0.3%
TSLA TESLA INC 0.0%
Value ($000) $27 Shares 80 Est. Cost $14.29 Unrealized +50.5%
NXP Semiconudctors 0.0%
Value ($000) $26 Shares 350 Est. Cost $74.29 Unrealized
KBE SPDR SERIES TRUST 0.0%
Value ($000) $26 Shares 695 Est. Cost $43.17 Unrealized
IYK ISHARES TR 0.0%
Value ($000) $26 Shares 240 Est. Cost $100.00 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $25 Shares 150 Est. Cost $41.63 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $25 Shares 367 Est. Cost $63.50 Unrealized +0.6%
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $24 Shares 470 Est. Cost $29.30 Unrealized +44.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $24 Shares 496 Est. Cost $35.40 Unrealized -6.4%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $24 Shares 252 Est. Cost $78.90 Unrealized +0.3%
COLUMBIA SELIGM PREM TECH GR 0.0%
Value ($000) $24 Shares 1,451 Est. Cost $21.36 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $24 Shares 320 Est. Cost $53.16 Unrealized +13.8%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $23 Shares 920 Est. Cost $28.79 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $22 Shares 835 Est. Cost $22.86 Unrealized 0.0%
STT STATE STR CORP 0.0%
Value ($000) $22 Shares 350 Est. Cost $47.96 Unrealized +18.5%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $22 Shares 256 Est. Cost $47.04 Unrealized +76.6%
SYK STRYKER CORP 0.0%
Value ($000) $22 Shares 140 Est. Cost $105.10 Unrealized +47.3%
WMK WEIS MKTS INC 0.0%
Value ($000) $22 Shares 450 Est. Cost $31.18 Unrealized +23.7%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $22 Shares 88 Est. Cost $246.29 Unrealized -0.3%
NVS NOVARTIS A G 0.0%
Value ($000) $21 Shares 250 Est. Cost $76.57 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $21 Shares 678 Est. Cost $47.13 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $21 Shares 1,600 Est. Cost $9.68 Unrealized +23.2%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $21 Shares 200 Est. Cost $113.61 Unrealized -3.4%
New Nadina Exploration 0.0%
Value ($000) $20 Shares 307,000 Est. Cost $0.12 Unrealized
AMERIGAS PARTNERS L P 0.0%
Value ($000) $19 Shares 745 Est. Cost $38.93 Unrealized
RHHBY Roche Holding AG-Spons ADR 0.0%
Value ($000) $19 Shares 600 Est. Cost $31.67 Unrealized
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $18 Shares 530 Est. Cost $28.71 Unrealized +6.6%
TIFFANY & CO NEW 0.0%
Value ($000) $18 Shares 226 Est. Cost $61.38 Unrealized
RAYTHEON CO 0.0%
Value ($000) $17 Shares 111 Est. Cost $163.71 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $16 Shares 1,310 Est. Cost $6.42 Unrealized +55.0%
Royal Caribbean Cruises 0.0%
Value ($000) $16 Shares 165 Est. Cost $127.27 Unrealized
QUIDEL CORP 0.0%
Value ($000) $15 Shares 300 Est. Cost $26.67 Unrealized
FISV FISERV INC 0.0%
Value ($000) $15 Shares 210 Est. Cost $77.30 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $15 Shares 160 Est. Cost $50.47 Unrealized +44.9%
PIPR PIPER JAFFRAY COS 0.0%
Value ($000) $15 Shares 229 Est. Cost $78.29 Unrealized -10.9%
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $14 Shares 340 Est. Cost $45.58 Unrealized -3.6%
HSBC HLDGS PLC 0.0%
Value ($000) $13 Shares 500 Est. Cost $26.00 Unrealized
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $13 Shares 170 Est. Cost $68.16 Unrealized -3.8%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $13 Shares 500 Est. Cost $67.39 Unrealized
NSRGY Nestle SA Reg ADR 0.0%
Value ($000) $12 Shares 150 Est. Cost $86.67 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $12 Shares 650 Est. Cost $21.62 Unrealized 0.0%
BB&T CORP 0.0%
Value ($000) $11 Shares 250 Est. Cost $47.50 Unrealized
ITOCY ITOCHU Corporation I 0.0%
Value ($000) $11 Shares 333 Est. Cost $36.04 Unrealized
SGMO SANGAMO THERAPEUTICS INC 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $10.55 Unrealized +17.8%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 183 Est. Cost $43.20 Unrealized +39.3%
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $10 Shares 267 Est. Cost $43.13 Unrealized -21.5%
MET METLIFE INC 0.0%
Value ($000) $10 Shares 250 Est. Cost $38.15 Unrealized -11.8%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $10 Shares 35 Est. Cost $287.35 Unrealized +9.2%
VMWARE INC 0.0%
Value ($000) $10 Shares 70 Est. Cost $93.71 Unrealized
NORDSTROM INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.56 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $9 Shares 420 Est. Cost $25.91 Unrealized -22.4%
NVDA NVIDIA CORP 0.0%
Value ($000) $8 Shares 63 Est. Cost $2.96 Unrealized +60.1%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $8 Shares 200 Est. Cost $50.00 Unrealized
CREDIT SUISSE GROUP 0.0%
Value ($000) $8 Shares 750 Est. Cost $14.72 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $8 Shares 140 Est. Cost $71.43 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $7 Shares 150 Est. Cost $54.09 Unrealized 0.0%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $7 Shares 136 Est. Cost $54.24 Unrealized +22.2%
FTV FORTIVE CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $30.87 Unrealized +47.7%
EBAY EBAY INC 0.0%
Value ($000) $7 Shares 255 Est. Cost $22.96 Unrealized +14.0%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $7 Shares 119 Est. Cost $50.74 Unrealized +3.4%
Anglo American Plc Sp Adr 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.00 Unrealized
TABLEAU SOFTWARE INC 0.0%
Value ($000) $6 Shares 53 Est. Cost $48.00 Unrealized
MAIN MAIN STREET CAPITAL CORP 0.0%
Value ($000) $6 Shares 173 Est. Cost $38.83 Unrealized -4.2%
EMR EMERSON ELEC CO 0.0%
Value ($000) $6 Shares 101 Est. Cost $46.36 Unrealized +23.0%
CAIXY CaixaBank 0.0%
Value ($000) $6 Shares 5,000 Est. Cost $1.60 Unrealized
IP INTL PAPER CO 0.0%
Value ($000) $6 Shares 150 Est. Cost $35.08 Unrealized -13.2%
BAYRY Bayer AG-Sponsored ADR 0.0%
Value ($000) $5 Shares 300 Est. Cost $51.67 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $5 Shares 140 Est. Cost $35.71 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $5 Shares 32 Est. Cost $115.75 Unrealized +11.9%
WPC W P CAREY INC 0.0%
Value ($000) $5 Shares 78 Est. Cost $64.10 Unrealized
NLSIX Neuberger Berman Long Shor 0.0%
Value ($000) $4 Shares 323 Est. Cost $12.38 Unrealized
WESTROCK CO 0.0%
Value ($000) $4 Shares 100 Est. Cost $60.00 Unrealized
MICRO FOCUS INTERNATIONAL PL 0.0%
Value ($000) $4 Shares 218 Est. Cost $32.11 Unrealized
Dell Inc. 0.0%
Value ($000) $4 Shares 79 Est. Cost $50.63 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $4 Shares 56 Est. Cost $52.25 Unrealized +18.2%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $177.57 Unrealized -4.6%
CC CHEMOURS CO 0.0%
Value ($000) $3 Shares 116 Est. Cost $31.13 Unrealized -24.3%
Coca-Cola European Partner 0.0%
Value ($000) $3 Shares 57 Est. Cost $52.63 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $3 Shares 32 Est. Cost $87.84 Unrealized -5.7%
XTL SPDR SERIES TRUST 0.0%
Value ($000) $3 Shares 50 Est. Cost $69.57 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $3 Shares 41 Est. Cost $85.36 Unrealized -1.2%
Intercontinental Exchange 0.0%
Value ($000) $3 Shares 41 Est. Cost $73.17 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $3 Shares 98 Est. Cost $19.78 Unrealized +2.3%
AZO AUTOZONE INC 0.0%
Value ($000) $3 Shares 4 Est. Cost $736.13 Unrealized +8.9%
DOV DOVER CORP 0.0%
Value ($000) $3 Shares 36 Est. Cost $73.78 Unrealized -0.5%
XHIEX MILLER HOWARD HIGH INC EQTY 0.0%
Value ($000) $3 Shares 308 Est. Cost $12.99 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $36.30 Unrealized -17.5%
Softbank Group Corp 0.0%
Value ($000) $3 Shares 40 Est. Cost $100.00 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $368.95 Unrealized -31.5%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $2 Shares 26 Est. Cost $62.71 Unrealized +27.4%
Allegion PLC 0.0%
Value ($000) $2 Shares 24 Est. Cost $83.33 Unrealized
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $2 Shares 65 Est. Cost $11.82 Unrealized -20.1%
BNDSY Banco De Sabadell ADR 0.0%
Value ($000) $2 Shares 1,041 Est. Cost $2.88 Unrealized
CHINA PETE & CHEM CORP 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.91 Unrealized
SONY SONY CORP 0.0%
Value ($000) $2 Shares 47 Est. Cost $63.83 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 40 Est. Cost $38.95 Unrealized
Chubb Corp 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
SNY SANOFI 0.0%
Value ($000) $2 Shares 47 Est. Cost $42.55 Unrealized
LBUY Leafbuyer Technologies, In 0.0%
Value ($000) $2 Shares 4,822 Est. Cost $1.41 Unrealized -37.7%
TIRRX T Rowe Price Real Estate F 0.0%
Value ($000) $2 Shares 84 Est. Cost $23.81 Unrealized
National Grid PLC 0.0%
Value ($000) $2 Shares 34 Est. Cost $58.82 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $2 Shares 43 Est. Cost $59.55 Unrealized -8.1%
NGD NEW GOLD INC CDA 0.0%
Value ($000) $2 Shares 3,000 Est. Cost $1.29 Unrealized -37.2%
SSUMY Sumitomo Corporation 0.0%
Value ($000) $2 Shares 177 Est. Cost $16.95 Unrealized
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $16.89 Unrealized
XILINX INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $1 Shares 41 Est. Cost $50.50 Unrealized -48.8%
TOTAL SYS SVCS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
SYMANTEC CORP 0.0%
Value ($000) $1 Shares 56 Est. Cost $21.29 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $1 Shares 71 Est. Cost $34.97 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $1 Shares 98 Est. Cost $13.59 Unrealized 0.0%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $1 Shares 46 Est. Cost $21.74 Unrealized
GW PHARMACEUTICALS PLC 0.0%
Value ($000) $1 Shares 9 Est. Cost $222.22 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $1 Shares 8 Est. Cost $70.24 Unrealized -10.8%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.63 Unrealized
BBD BANCO BRADESCO S A 0.0%
Value ($000) $1 Shares 133 Est. Cost $15.04 Unrealized
Delta Air Lines 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $344.30 Unrealized -7.3%
CDW Corp. 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
Frontier Communications 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
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 -81.6%
Amyris 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized