Nelson Capital Management, LLC Diversified Active

CIK: 0001512611 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 9, 2019

Total Value ($000): $400,946 (100.0% shares, 0.0% debt)

Holdings (312)

IJR ISHARES TR 6.1%
Value ($000) $24,349 Shares 315,610 Est. Cost $5.44 Unrealized
GOOG ALPHABET INC 4.4%
Value ($000) $17,527 Shares 14,938 Est. Cost $46.72 Unrealized +19.2%
AMZN AMAZON COM INC 4.0%
Value ($000) $15,988 Shares 8,978 Est. Cost $40.54 Unrealized +105.3%
VEA VANGUARD TAX MANAGED INTL FD 3.7%
Value ($000) $14,976 Shares 366,448 Est. Cost $37.14 Unrealized
COST COSTCO WHSL CORP NEW 3.3%
Value ($000) $13,377 Shares 55,243 Est. Cost $92.32 Unrealized +114.9%
CSCO CISCO SYS INC 3.0%
Value ($000) $11,922 Shares 220,810 Est. Cost $16.31 Unrealized +142.2%
TJX TJX COS INC NEW 2.8%
Value ($000) $11,358 Shares 213,448 Est. Cost $37.40 Unrealized +21.6%
CRM SALESFORCE COM INC 2.8%
Value ($000) $11,253 Shares 71,058 Est. Cost $59.86 Unrealized +155.8%
VZ VERIZON COMMUNICATIONS INC 2.6%
Value ($000) $10,547 Shares 178,373 Est. Cost $28.78 Unrealized +35.3%
ROP ROPER TECHNOLOGIES INC 2.5%
Value ($000) $10,100 Shares 29,534 Est. Cost $164.85 Unrealized +76.9%
ILMN ILLUMINA INC 2.4%
Value ($000) $9,606 Shares 30,919 Est. Cost $185.18 Unrealized +57.5%
VWO VANGUARD INTL EQUITY INDEX F 2.4%
Value ($000) $9,563 Shares 225,013 Est. Cost $14.02 Unrealized
UNH UNITEDHEALTH GROUP INC 2.3%
Value ($000) $9,170 Shares 37,086 Est. Cost $100.65 Unrealized +126.2%
MDT MEDTRONIC PLC 2.3%
Value ($000) $9,151 Shares 100,474 Est. Cost $70.67 Unrealized +5.2%
MSFT MICROSOFT CORP 2.1%
Value ($000) $8,461 Shares 71,738 Est. Cost $90.68 Unrealized +12.8%
FRCB FIRST REP BK SAN FRANCISCO C 2.0%
Value ($000) $8,208 Shares 81,702 Est. Cost $60.43 Unrealized +58.6%
LINDE PLC 1.9%
Value ($000) $7,508 Shares 42,674 Est. Cost $175.94 Unrealized
PG PROCTER AND GAMBLE CO 1.9%
Value ($000) $7,492 Shares 72,001 Est. Cost $69.23 Unrealized +18.5%
HD HOME DEPOT INC 1.9%
Value ($000) $7,468 Shares 38,918 Est. Cost $152.25 Unrealized +1.6%
TRV TRAVELERS COMPANIES INC 1.8%
Value ($000) $7,359 Shares 53,651 Est. Cost $107.19 Unrealized +2.9%
V VISA INC 1.8%
Value ($000) $7,034 Shares 45,038 Est. Cost $135.18 Unrealized +1.6%
HRL HORMEL FOODS CORP 1.7%
Value ($000) $6,976 Shares 155,856 Est. Cost $28.81 Unrealized +23.7%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $6,947 Shares 68,629 Est. Cost $43.59 Unrealized +95.8%
MAS MASCO CORP 1.7%
Value ($000) $6,714 Shares 170,807 Est. Cost $19.98 Unrealized +59.7%
HXL HEXCEL CORP NEW 1.5%
Value ($000) $6,122 Shares 88,520 Est. Cost $35.23 Unrealized +90.9%
T AT&T INC 1.5%
Value ($000) $6,004 Shares 191,456 Est. Cost $14.43 Unrealized -1.9%
ORCL ORACLE CORP 1.5%
Value ($000) $5,985 Shares 111,425 Est. Cost $29.52 Unrealized +56.1%
DIS DISNEY WALT CO 1.5%
Value ($000) $5,933 Shares 53,437 Est. Cost $89.25 Unrealized +20.9%
USB US BANCORP DEL 1.5%
Value ($000) $5,916 Shares 122,763 Est. Cost $24.61 Unrealized +52.8%
ROYAL DUTCH SHELL PLC 1.5%
Value ($000) $5,830 Shares 91,160 Est. Cost $63.96 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 1.4%
Value ($000) $5,708 Shares 79,597 Est. Cost $45.26 Unrealized +49.8%
UNITED TECHNOLOGIES CORP 1.4%
Value ($000) $5,646 Shares 43,804 Est. Cost $102.92 Unrealized
DEO DIAGEO P L C 1.4%
Value ($000) $5,556 Shares 33,957 Est. Cost $117.81 Unrealized
ETN EATON CORP PLC 1.4%
Value ($000) $5,499 Shares 68,262 Est. Cost $64.01 Unrealized +3.9%
SVB FINL GROUP 1.2%
Value ($000) $4,982 Shares 22,406 Est. Cost $114.55 Unrealized
QCOM QUALCOMM INC 1.2%
Value ($000) $4,867 Shares 85,342 Est. Cost $48.35 Unrealized -5.4%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $4,822 Shares 59,682 Est. Cost $54.57 Unrealized +1.6%
ZTS ZOETIS INC 1.2%
Value ($000) $4,797 Shares 47,654 Est. Cost $85.11 Unrealized +0.9%
GILD GILEAD SCIENCES INC 1.1%
Value ($000) $4,530 Shares 69,682 Est. Cost $49.61 Unrealized +2.5%
XLV SELECT SECTOR SPDR TR 1.0%
Value ($000) $3,978 Shares 43,361 Est. Cost $76.06 Unrealized
XLK SELECT SECTOR SPDR TR 1.0%
Value ($000) $3,811 Shares 51,504 Est. Cost $34.18 Unrealized
ALLERGAN PLC 0.9%
Value ($000) $3,651 Shares 24,940 Est. Cost $180.13 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $3,644 Shares 19,184 Est. Cost $26.09 Unrealized +55.0%
EFA ISHARES TR 0.9%
Value ($000) $3,635 Shares 56,048 Est. Cost $58.30 Unrealized
SCHW THE CHARLES SCHWAB CORPORATI 0.8%
Value ($000) $3,364 Shares 78,662 Est. Cost $40.77 Unrealized +0.4%
STERICYCLE INC 0.8%
Value ($000) $3,044 Shares 55,942 Est. Cost $64.88 Unrealized
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $2,666 Shares 103,688 Est. Cost $22.24 Unrealized
XLY SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,579 Shares 22,657 Est. Cost $68.11 Unrealized
SLB SCHLUMBERGER LTD 0.6%
Value ($000) $2,517 Shares 57,767 Est. Cost $57.21 Unrealized -37.5%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $2,286 Shares 8,095 Est. Cost $290.62 Unrealized
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,980 Shares 26,394 Est. Cost $47.81 Unrealized
XLP SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,899 Shares 33,839 Est. Cost $43.20 Unrealized
XLC SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,703 Shares 36,420 Est. Cost $42.39 Unrealized
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,559 Shares 23,577 Est. Cost $65.39 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $1,445 Shares 5,570 Est. Cost $229.71 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $1,130 Shares 960 Est. Cost $50.59 Unrealized +10.8%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $914 Shares 8,755 Est. Cost $91.39 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $869 Shares 6,217 Est. Cost $99.54 Unrealized +10.9%
ABBV ABBVIE INC 0.2%
Value ($000) $767 Shares 9,520 Est. Cost $52.79 Unrealized +15.6%
GOLD Trust ETF 0.2%
Value ($000) $720 Shares 5,900 Est. Cost $122.87 Unrealized
QLYS QUALYS INC 0.2%
Value ($000) $703 Shares 8,491 Est. Cost $13.42 Unrealized +520.4%
LOW LOWES COS INC 0.2%
Value ($000) $676 Shares 6,179 Est. Cost $33.55 Unrealized +162.4%
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $673 Shares 12,124 Est. Cost $41.92 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $611 Shares 7,648 Est. Cost $44.04 Unrealized +50.1%
DOWDUPONT INC 0.1%
Value ($000) $562 Shares 10,551 Est. Cost $70.04 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $519 Shares 4,211 Est. Cost $74.50 Unrealized +17.4%
AMGN AMGEN INC 0.1%
Value ($000) $508 Shares 2,672 Est. Cost $137.05 Unrealized +12.9%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $475 Shares 2,973 Est. Cost $82.23 Unrealized +52.6%
BA BOEING CO 0.1%
Value ($000) $441 Shares 1,155 Est. Cost $138.95 Unrealized +170.0%
MRK MERCK & CO INC 0.1%
Value ($000) $415 Shares 4,990 Est. Cost $46.74 Unrealized +29.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $385 Shares 2,027 Est. Cost $82.65 Unrealized +87.0%
META FACEBOOK INC 0.1%
Value ($000) $358 Shares 2,149 Est. Cost $85.26 Unrealized +85.2%
AEROHIVE NETWORKS INC 0.1%
Value ($000) $345 Shares 76,098 Est. Cost $5.14 Unrealized
CSX CSX CORP 0.1%
Value ($000) $335 Shares 4,477 Est. Cost $13.58 Unrealized +55.4%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $333 Shares 2,180 Est. Cost $131.94 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $324 Shares 7,630 Est. Cost $22.67 Unrealized +29.0%
ZUORA INC 0.1%
Value ($000) $319 Shares 15,937 Est. Cost $18.14 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $305 Shares 2,790 Est. Cost $60.98 Unrealized +57.1%
INTC INTEL CORP 0.1%
Value ($000) $302 Shares 5,633 Est. Cost $35.43 Unrealized +23.7%
KO COCA COLA CO 0.1%
Value ($000) $293 Shares 6,260 Est. Cost $31.83 Unrealized +18.7%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $289 Shares 7,227 Est. Cost $27.57 Unrealized +14.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $248 Shares 1,290 Est. Cost $136.20 Unrealized +20.5%
DHR DANAHER CORPORATION 0.1%
Value ($000) $241 Shares 1,825 Est. Cost $33.30 Unrealized +198.4%
NUE NUCOR CORP 0.1%
Value ($000) $237 Shares 4,068 Est. Cost $39.96 Unrealized +26.9%
BAC BANK AMER CORP 0.1%
Value ($000) $236 Shares 8,539 Est. Cost $16.86 Unrealized +41.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $223 Shares 1,109 Est. Cost $168.26 Unrealized +20.0%
NKE NIKE INC 0.1%
Value ($000) $216 Shares 2,570 Est. Cost $47.40 Unrealized +59.0%
WELLS FARGO CO NEW 0.1%
Value ($000) $207 Shares 160 Est. Cost $1237.50 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $206 Shares 1,678 Est. Cost $74.32 Unrealized +24.4%
MMM 3M CO 0.1%
Value ($000) $202 Shares 970 Est. Cost $92.77 Unrealized +41.3%
BANK AMER CORP 0.0%
Value ($000) $195 Shares 150 Est. Cost $1193.33 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $161 Shares 1,140 Est. Cost $112.56 Unrealized -15.9%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $152 Shares 1,360 Est. Cost $71.59 Unrealized +13.1%
C CITIGROUP INC 0.0%
Value ($000) $150 Shares 2,403 Est. Cost $51.84 Unrealized -5.9%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $149 Shares 3,085 Est. Cost $38.02 Unrealized +7.2%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $147 Shares 785 Est. Cost $58.80 Unrealized +155.9%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $139 Shares 5,500 Est. Cost $23.64 Unrealized -14.2%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $137 Shares 1,551 Est. Cost $57.86 Unrealized -3.1%
HON HONEYWELL INTL INC 0.0%
Value ($000) $133 Shares 839 Est. Cost $66.32 Unrealized +82.7%
WMT WALMART INC 0.0%
Value ($000) $125 Shares 1,283 Est. Cost $20.70 Unrealized +41.3%
CELC CELCUITY INC 0.0%
Value ($000) $115 Shares 5,250 Est. Cost $21.93 Unrealized 0.0%
SNAP SNAP INC 0.0%
Value ($000) $112 Shares 10,133 Est. Cost $14.55 Unrealized -41.6%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $112 Shares 2,348 Est. Cost $40.17 Unrealized -4.7%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $107 Shares 390 Est. Cost $198.96 Unrealized +22.8%
CVS CVS HEALTH CORP 0.0%
Value ($000) $105 Shares 1,943 Est. Cost $64.38 Unrealized -23.2%
MA MASTERCARD INC 0.0%
Value ($000) $99 Shares 421 Est. Cost $189.57 Unrealized +9.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $87 Shares 1,304 Est. Cost $40.15 Unrealized +32.0%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $86 Shares 517 Est. Cost $105.52 Unrealized +30.9%
IRBTQ IROBOT CORP 0.0%
Value ($000) $84 Shares 715 Est. Cost $71.80 Unrealized +48.3%
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $83 Shares 1,500 Est. Cost $61.57 Unrealized -11.5%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $82 Shares 782 Est. Cost $72.88 Unrealized +34.7%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $82 Shares 409 Est. Cost $123.37 Unrealized +22.0%
NTAP NETAPP INC 0.0%
Value ($000) $81 Shares 1,174 Est. Cost $33.20 Unrealized +60.7%
KELLOGG CO 0.0%
Value ($000) $81 Shares 1,416 Est. Cost $43.06 Unrealized -3.7%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $77 Shares 566 Est. Cost $73.74 Unrealized +55.4%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $75 Shares 430 Est. Cost $140.52 Unrealized +7.1%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $75 Shares 260 Est. Cost $191.18 Unrealized +12.4%
ADBE ADOBE INC 0.0%
Value ($000) $71 Shares 265 Est. Cost $257.43 Unrealized -2.1%
GENERAL ELECTRIC CO 0.0%
Value ($000) $69 Shares 6,921 Est. Cost $16.96 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $68 Shares 555 Est. Cost $111.60 Unrealized -13.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $66 Shares 892 Est. Cost $49.87 Unrealized +18.8%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $62 Shares 614 Est. Cost $75.96 Unrealized +21.3%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $61 Shares 920 Est. Cost $59.01 Unrealized -4.3%
PAYX PAYCHEX INC 0.0%
Value ($000) $60 Shares 750 Est. Cost $54.15 Unrealized +11.6%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $60 Shares 249 Est. Cost $22.36 Unrealized +65.9%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $59 Shares 780 Est. Cost $45.95 Unrealized +20.9%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $58 Shares 935 Est. Cost $29.89 Unrealized +87.0%
LLY LILLY ELI & CO 0.0%
Value ($000) $58 Shares 450 Est. Cost $59.03 Unrealized +87.9%
NOW SERVICENOW INC 0.0%
Value ($000) $55 Shares 225 Est. Cost $18.74 Unrealized +134.7%
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $50 Shares 1,200 Est. Cost $40.00 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $50 Shares 380 Est. Cost $74.76 Unrealized +69.2%
XEL XCEL ENERGY INC 0.0%
Value ($000) $49 Shares 880 Est. Cost $37.68 Unrealized +14.4%
BLACKROCK INC 0.0%
Value ($000) $49 Shares 115 Est. Cost $376.13 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $49 Shares 570 Est. Cost $61.53 Unrealized +12.3%
EOG EOG RES INC 0.0%
Value ($000) $49 Shares 515 Est. Cost $60.04 Unrealized +19.8%
Accenture LTD 0.0%
Value ($000) $48 Shares 272 Est. Cost $108.49 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $47 Shares 5,350 Est. Cost $6.21 Unrealized -2.1%
IYH ISHARES TR 0.0%
Value ($000) $46 Shares 235 Est. Cost $127.66 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $45 Shares 150 Est. Cost $257.93 Unrealized -5.6%
ROKU ROKU INC 0.0%
Value ($000) $44 Shares 678 Est. Cost $47.13 Unrealized +13.5%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $44 Shares 560 Est. Cost $78.57 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $43 Shares 410 Est. Cost $75.59 Unrealized +17.0%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $42 Shares 510 Est. Cost $68.75 Unrealized +5.0%
IVZ INVESCO LTD 0.0%
Value ($000) $42 Shares 2,166 Est. Cost $19.37 Unrealized -30.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $42 Shares 582 Est. Cost $63.30 Unrealized -0.2%
SWX SOUTHWEST GAS HOLDINGS INC 0.0%
Value ($000) $41 Shares 500 Est. Cost $81.18 Unrealized -1.5%
HSY HERSHEY CO 0.0%
Value ($000) $41 Shares 360 Est. Cost $92.82 Unrealized 0.0%
KANSAS CITY SOUTHERN 0.0%
Value ($000) $40 Shares 341 Est. Cost $117.30 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $40 Shares 237 Est. Cost $142.16 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $40 Shares 160 Est. Cost $158.06 Unrealized +34.6%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $39 Shares 550 Est. Cost $47.16 Unrealized +14.5%
TGT TARGET CORP 0.0%
Value ($000) $36 Shares 450 Est. Cost $63.29 Unrealized -4.1%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $35 Shares 182 Est. Cost $50.60 Unrealized +12.8%
BP BP PLC 0.0%
Value ($000) $35 Shares 792 Est. Cost $39.05 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $34 Shares 209 Est. Cost $141.54 Unrealized -2.5%
GLW CORNING INC 0.0%
Value ($000) $33 Shares 989 Est. Cost $18.92 Unrealized +42.9%
DE DEERE & CO 0.0%
Value ($000) $32 Shares 201 Est. Cost $68.04 Unrealized +112.4%
Cigna Corp. 0.0%
Value ($000) $32 Shares 202 Est. Cost $189.44 Unrealized
SA SEABRIDGE GOLD INC 0.0%
Value ($000) $31 Shares 2,500 Est. Cost $11.28 Unrealized +20.9%
HLMIX Harding Loevner Internation 0.0%
Value ($000) $31 Shares 1,420 Est. Cost $21.83 Unrealized
HPQ HP INC 0.0%
Value ($000) $31 Shares 1,600 Est. Cost $14.52 Unrealized +15.0%
TWENTY FIRST CENTY FOX INC 0.0%
Value ($000) $30 Shares 821 Est. Cost $49.49 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $30 Shares 240 Est. Cost $86.64 Unrealized +5.4%
NVS NOVARTIS A G 0.0%
Value ($000) $30 Shares 314 Est. Cost $80.44 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $29 Shares 367 Est. Cost $63.50 Unrealized +13.8%
IYK ISHARES TR 0.0%
Value ($000) $29 Shares 240 Est. Cost $100.00 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $28 Shares 140 Est. Cost $105.10 Unrealized +59.0%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $28 Shares 720 Est. Cost $37.88 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $28 Shares 470 Est. Cost $29.30 Unrealized +51.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $28 Shares 480 Est. Cost $35.40 Unrealized -16.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $27 Shares 256 Est. Cost $47.04 Unrealized +100.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $27 Shares 320 Est. Cost $53.16 Unrealized +17.4%
TPR TAPESTRY INC 0.0%
Value ($000) $26 Shares 800 Est. Cost $29.11 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $25 Shares 1,600 Est. Cost $9.68 Unrealized +27.8%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $25 Shares 393 Est. Cost $63.61 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $25 Shares 200 Est. Cost $113.61 Unrealized +2.3%
CERNER CORP 0.0%
Value ($000) $25 Shares 438 Est. Cost $57.08 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $24 Shares 203 Est. Cost $117.27 Unrealized 0.0%
COMPASS GROUP PLC 0.0%
Value ($000) $23 Shares 965 Est. Cost $23.83 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $23 Shares 350 Est. Cost $47.96 Unrealized +15.5%
AMERIGAS PARTNERS L P 0.0%
Value ($000) $23 Shares 745 Est. Cost $38.93 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $23 Shares 247 Est. Cost $79.67 Unrealized 0.0%
TRNEX T. Rowe Price New Era Fund 0.0%
Value ($000) $22 Shares 636 Est. Cost $34.59 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $22 Shares 80 Est. Cost $14.29 Unrealized +40.5%
New Nadina Exploration 0.0%
Value ($000) $21 Shares 307,000 Est. Cost $0.12 Unrealized
RHHBY Roche Holding AG-Spons ADR 0.0%
Value ($000) $21 Shares 600 Est. Cost $31.67 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $20 Shares 47 Est. Cost $130.86 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $20 Shares 145 Est. Cost $118.34 Unrealized 0.0%
QUIDEL CORP 0.0%
Value ($000) $20 Shares 300 Est. Cost $26.67 Unrealized
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $19 Shares 340 Est. Cost $45.58 Unrealized +7.5%
Royal Caribbean Cruises 0.0%
Value ($000) $19 Shares 165 Est. Cost $127.27 Unrealized
WMK WEIS MKTS INC 0.0%
Value ($000) $18 Shares 450 Est. Cost $31.18 Unrealized +29.2%
BIDU BAIDU INC 0.0%
Value ($000) $18 Shares 109 Est. Cost $165.14 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $17 Shares 650 Est. Cost $21.62 Unrealized +5.0%
PIPR PIPER JAFFRAY COS 0.0%
Value ($000) $17 Shares 229 Est. Cost $78.29 Unrealized -9.4%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $17 Shares 1,310 Est. Cost $6.42 Unrealized +51.9%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $16 Shares 183 Est. Cost $43.20 Unrealized +79.7%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $16 Shares 150 Est. Cost $78.90 Unrealized +8.2%
TE Connectivity Ltd 0.0%
Value ($000) $16 Shares 200 Est. Cost $80.00 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $16 Shares 160 Est. Cost $50.47 Unrealized +45.1%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $15 Shares 179 Est. Cost $67.87 Unrealized -8.1%
HSBC HLDGS PLC 0.0%
Value ($000) $13 Shares 500 Est. Cost $26.00 Unrealized
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $13 Shares 267 Est. Cost $43.13 Unrealized -19.8%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $12 Shares 35 Est. Cost $287.35 Unrealized +14.6%
MET METLIFE INC 0.0%
Value ($000) $12 Shares 292 Est. Cost $37.70 Unrealized -7.1%
NVDA NVIDIA CORP 0.0%
Value ($000) $11 Shares 63 Est. Cost $2.96 Unrealized +30.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $11 Shares 420 Est. Cost $25.91 Unrealized -25.5%
SGMO SANGAMO THERAPEUTICS INC 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $10.55 Unrealized -3.2%
NORDSTROM INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.56 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $9 Shares 136 Est. Cost $54.24 Unrealized +13.4%
CREDIT SUISSE GROUP 0.0%
Value ($000) $9 Shares 750 Est. Cost $14.72 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $30.87 Unrealized +53.4%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $8 Shares 200 Est. Cost $50.00 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $8 Shares 150 Est. Cost $54.09 Unrealized -2.4%
Anglo American Plc Sp Adr 0.0%
Value ($000) $7 Shares 500 Est. Cost $12.00 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $22.96 Unrealized +34.7%
ORLY O REILLY AUTOMOTIVE INC NEW 0.0%
Value ($000) $7 Shares 18 Est. Cost $24.19 Unrealized 0.0%
TABLEAU SOFTWARE INC 0.0%
Value ($000) $7 Shares 53 Est. Cost $48.00 Unrealized
Tri Continental Corp 0.0%
Value ($000) $7 Shares 275 Est. Cost $25.45 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $6 Shares 140 Est. Cost $35.71 Unrealized
LBUY Leafbuyer Technologies, Inc. 0.0%
Value ($000) $6 Shares 4,822 Est. Cost $1.41 Unrealized -16.0%
MICRO FOCUS INTERNATIONAL PL 0.0%
Value ($000) $6 Shares 218 Est. Cost $32.11 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $5 Shares 12 Est. Cost $36.30 Unrealized -4.5%
BAYRY Bayer AG-Sponsored ADR 0.0%
Value ($000) $5 Shares 300 Est. Cost $51.67 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $5 Shares 83 Est. Cost $60.24 Unrealized
CAIXY CaixaBank 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.60 Unrealized
NSRGY Nestle SA Reg ADR 0.0%
Value ($000) $5 Shares 50 Est. Cost $86.67 Unrealized
IT GARTNER INC 0.0%
Value ($000) $5 Shares 33 Est. Cost $138.79 Unrealized 0.0%
SSUMF Sumitomo Corporation 0.0%
Value ($000) $5 Shares 377 Est. Cost $14.68 Unrealized 0.0%
CMP COMPASS MINERALS INTL INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $42.46 Unrealized 0.0%
DOV DOVER CORP 0.0%
Value ($000) $4 Shares 36 Est. Cost $73.78 Unrealized +5.9%
BROADCOM LTD 0.0%
Value ($000) $4 Shares 13 Est. Cost $307.69 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $4 Shares 56 Est. Cost $52.25 Unrealized +18.9%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $4 Shares 49 Est. Cost $50.74 Unrealized +9.3%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 11 Est. Cost $368.95 Unrealized -35.3%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $4 Shares 10 Est. Cost $409.51 Unrealized 0.0%
XTL SPDR SERIES TRUST 0.0%
Value ($000) $4 Shares 50 Est. Cost $69.57 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $177.57 Unrealized +0.1%
WESTROCK CO 0.0%
Value ($000) $4 Shares 100 Est. Cost $60.00 Unrealized
RSPD INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $4 Shares 40 Est. Cost $90.74 Unrealized
Intercontinental Exchange I 0.0%
Value ($000) $3 Shares 41 Est. Cost $73.17 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $3 Shares 35 Est. Cost $69.17 Unrealized 0.0%
Coca-Cola European Partners 0.0%
Value ($000) $3 Shares 57 Est. Cost $52.63 Unrealized
NGD NEW GOLD INC CDA 0.0%
Value ($000) $3 Shares 3,000 Est. Cost $1.29 Unrealized -23.9%
QURATE RETAIL INC 0.0%
Value ($000) $2 Shares 104 Est. Cost $19.23 Unrealized
SNY SANOFI 0.0%
Value ($000) $2 Shares 47 Est. Cost $42.55 Unrealized
SSUMY Sumitomo Corporation 0.0%
Value ($000) $2 Shares 177 Est. Cost $16.95 Unrealized
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $2 Shares 65 Est. Cost $11.82 Unrealized -20.9%
MS MORGAN STANLEY 0.0%
Value ($000) $2 Shares 38 Est. Cost $34.01 Unrealized 0.0%
SONY SONY CORP 0.0%
Value ($000) $2 Shares 47 Est. Cost $63.83 Unrealized
National Grid PLC 0.0%
Value ($000) $2 Shares 34 Est. Cost $58.82 Unrealized
Chubb Corp 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 40 Est. Cost $38.95 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $271.28 Unrealized 0.0%
WORLDPAY INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.91 Unrealized
TDC TERADATA CORP DEL 0.0%
Value ($000) $2 Shares 49 Est. Cost $44.91 Unrealized 0.0%
WMB WILLIAMS COS INC DEL 0.0%
Value ($000) $2 Shares 73 Est. Cost $18.25 Unrealized 0.0%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $2 Shares 43 Est. Cost $59.55 Unrealized -7.2%
TSN TYSON FOODS INC 0.0%
Value ($000) $2 Shares 33 Est. Cost $50.94 Unrealized 0.0%
TCEHY TENCENT HOLDINGS LTD-UNS ADR 0.0%
Value ($000) $2 Shares 43 Est. Cost $46.51 Unrealized
VALE VALE S A 0.0%
Value ($000) $2 Shares 155 Est. Cost $12.90 Unrealized
KSRYY KOSE CORP-UNSPONSORED ADR 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $1 Shares 83 Est. Cost $13.59 Unrealized +10.9%
FMS FRESENIUS MED CARE AG&CO KGA 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $1 Shares 43 Est. Cost $34.81 Unrealized 0.0%
UBSFY UBISOFT ENTERTAIN-UNSPON ADR 0.0%
Value ($000) $1 Shares 77 Est. Cost $12.99 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $1 Shares 71 Est. Cost $34.97 Unrealized
JPXGY Japan Exchange Group Inc 0.0%
Value ($000) $1 Shares 140 Est. Cost $7.14 Unrealized
JUST EAT PLC - UNSP ADR 0.0%
Value ($000) $1 Shares 295 Est. Cost $3.39 Unrealized
KRYAY KERRY GROUP PLC-SPONS ADR 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
TAL TAL EDUCATION GROUP 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
BMRRY B&M EUROPEAN VALUE-UNSP ADR 0.0%
Value ($000) $1 Shares 59 Est. Cost $16.95 Unrealized
SMMNY SIEMENS HEALTHINEE-UNSP ADR 0.0%
Value ($000) $1 Shares 59 Est. Cost $16.95 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $65.73 Unrealized 0.0%
CSLLY CSL LTD-SPONSORED ADR 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
SYMANTEC CORP 0.0%
Value ($000) $1 Shares 56 Est. Cost $21.29 Unrealized
L LOEWS CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $45.83 Unrealized 0.0%
LZAGY LONZA GROUP AG-UNSPON ADR 0.0%
Value ($000) $1 Shares 36 Est. Cost $27.78 Unrealized
SCHYY SANDS CHINA LTD-UNSPONS ADR 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.63 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.44 Unrealized 0.0%
L-3 Communications Hldgs Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
Ryanair Holdings PLC-SP ADR 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
MERLIN ENTERTAINMENT-SP ADR 0.0%
Value ($000) $1 Shares 62 Est. Cost $16.13 Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $1 Shares 41 Est. Cost $50.50 Unrealized -65.3%
DPUKY DOMINOS PIZZA UK & IRL-ADR 0.0%
Value ($000) $1 Shares 153 Est. Cost $6.54 Unrealized
FTCHQ FARFETCH LTD 0.0%
Value ($000) $1 Shares 22 Est. Cost $22.41 Unrealized 0.0%
CRZBY Commerzbank AG-SPONS ADR 0.0%
Value ($000) $1 Shares 72 Est. Cost $13.89 Unrealized
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
Hargreaves Lansdown PLC 0.0%
Value ($000) $1 Shares 31 Est. Cost $32.26 Unrealized
STJPF St. James's Place Plc 0.0%
Value ($000) $1 Shares 82 Est. Cost $12.84 Unrealized 0.0%
EDNMY EDENRED SA-UNSP ADR 0.0%
Value ($000) $1 Shares 44 Est. Cost $22.73 Unrealized
WRCDF Wirecard AG 0.0%
Value ($000) $1 Shares 9 Est. Cost $141.38 Unrealized 0.0%
Dell Inc. 0.0%
Value ($000) $1 Shares 22 Est. Cost $50.63 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
NHMAF Nihon M&A Center Inc. 0.0%
Value ($000) $1 Shares 34 Est. Cost $12.48 Unrealized 0.0%
ESLOY ESSILORLUXOT-UNSPON ADR 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
DANOY DANONE-SPONS ADR 0.0%
Value ($000) $1 Shares 89 Est. Cost $11.24 Unrealized
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $16.89 Unrealized
FMC Technologies Inc. 0.0%
Value ($000) $1 Shares 62 Est. Cost $16.13 Unrealized
NBIS YANDEX N V 0.0%
Value ($000) $1 Shares 41 Est. Cost $24.39 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.75 Unrealized
ALSSF Alsea S.A.B. de C.V. 0.0%
Value ($000) $0 Shares 167 Est. Cost $2.55 Unrealized 0.0%
Blue Prism Group plc 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
DMZPY DOMINO'S PIZZA E-UNSPON ADR 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
Amyris 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $21.74 Unrealized
LIVENT CORP 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
Genitope Corp 0.0%
Value ($000) $0 Shares 6,000 Est. Cost Unrealized
ZLNDY ZALANDO SE - UNSPONSORED ADR 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
Immunosyn Corp 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
TFRY Tasty Fries Inc 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.00 Unrealized -77.6%