Nelson Capital Management, LLC Diversified Active

CIK: 0001512611 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 25, 2019

Total Value ($000): $422,946 (100.0% shares, 0.0% debt)

Holdings (316)

IJR ISHARES TR 5.8%
Value ($000) $24,653 Shares 314,941 Est. Cost $5.44 Unrealized
AMZN AMAZON COM INC 4.0%
Value ($000) $16,848 Shares 8,897 Est. Cost $40.54 Unrealized +129.8%
GOOG ALPHABET INC 3.8%
Value ($000) $16,037 Shares 14,837 Est. Cost $46.72 Unrealized +22.6%
VEA VANGUARD TAX MANAGED INTL FD 3.8%
Value ($000) $15,938 Shares 382,137 Est. Cost $37.33 Unrealized
MSFT MICROSOFT CORP 3.5%
Value ($000) $14,642 Shares 109,302 Est. Cost $100.59 Unrealized +18.8%
COST COSTCO WHSL CORP NEW 3.4%
Value ($000) $14,585 Shares 55,192 Est. Cost $92.32 Unrealized +145.5%
CSCO CISCO SYS INC 2.8%
Value ($000) $11,931 Shares 217,994 Est. Cost $16.31 Unrealized +177.0%
TJX TJX COS INC NEW 2.7%
Value ($000) $11,253 Shares 212,812 Est. Cost $37.40 Unrealized +30.1%
ILMN ILLUMINA INC 2.6%
Value ($000) $11,120 Shares 30,206 Est. Cost $185.18 Unrealized +70.5%
VZ VERIZON COMMUNICATIONS INC 2.4%
Value ($000) $10,168 Shares 177,987 Est. Cost $28.78 Unrealized +39.1%
MDT MEDTRONIC PLC 2.3%
Value ($000) $9,726 Shares 99,864 Est. Cost $70.67 Unrealized +7.8%
VWO VANGUARD INTL EQUITY INDEX F 2.2%
Value ($000) $9,501 Shares 223,404 Est. Cost $14.02 Unrealized
UNH UNITEDHEALTH GROUP INC 2.1%
Value ($000) $9,047 Shares 37,077 Est. Cost $100.65 Unrealized +114.1%
LINDE PLC 2.0%
Value ($000) $8,374 Shares 41,705 Est. Cost $175.94 Unrealized
HD HOME DEPOT INC 1.9%
Value ($000) $8,193 Shares 39,393 Est. Cost $152.46 Unrealized +11.2%
V VISA INC 1.9%
Value ($000) $8,123 Shares 46,805 Est. Cost $135.97 Unrealized +15.0%
FRCB FIRST REP BK SAN FRANCISCO C 1.9%
Value ($000) $7,970 Shares 81,622 Est. Cost $60.43 Unrealized +62.6%
TRV Travelers Companies Inc. 1.9%
Value ($000) $7,945 Shares 53,136 Est. Cost $107.19 Unrealized +16.6%
PG PROCTER AND GAMBLE CO 1.9%
Value ($000) $7,903 Shares 72,072 Est. Cost $69.23 Unrealized +30.7%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $7,600 Shares 67,976 Est. Cost $43.59 Unrealized +111.1%
DIS DISNEY WALT CO 1.8%
Value ($000) $7,477 Shares 53,547 Est. Cost $89.25 Unrealized +43.4%
HXL HEXCEL CORP NEW 1.7%
Value ($000) $7,083 Shares 87,575 Est. Cost $35.23 Unrealized +106.3%
ROP ROPER TECHNOLOGIES INC 1.6%
Value ($000) $6,808 Shares 18,589 Est. Cost $164.85 Unrealized +107.1%
MAS MASCO CORP 1.6%
Value ($000) $6,720 Shares 171,257 Est. Cost $19.98 Unrealized +73.1%
QCOM QUALCOMM INC 1.5%
Value ($000) $6,526 Shares 85,792 Est. Cost $48.35 Unrealized +29.7%
T AT&T INC 1.5%
Value ($000) $6,442 Shares 192,254 Est. Cost $14.43 Unrealized +4.5%
AKAM AKAMAI TECHNOLOGIES INC 1.5%
Value ($000) $6,410 Shares 79,983 Est. Cost $45.26 Unrealized +70.9%
USB US BANCORP DEL 1.5%
Value ($000) $6,361 Shares 121,393 Est. Cost $24.61 Unrealized +58.2%
HRL HORMEL FOODS CORP 1.5%
Value ($000) $6,270 Shares 154,661 Est. Cost $28.81 Unrealized +17.8%
ORCL ORACLE CORP 1.5%
Value ($000) $6,159 Shares 108,116 Est. Cost $29.52 Unrealized +66.5%
ROYAL DUTCH SHELL PLC 1.4%
Value ($000) $6,095 Shares 92,713 Est. Cost $63.99 Unrealized
CRM SALESFORCE COM INC 1.4%
Value ($000) $5,976 Shares 39,385 Est. Cost $59.86 Unrealized +158.7%
DEO DIAGEO P L C 1.4%
Value ($000) $5,737 Shares 33,293 Est. Cost $117.81 Unrealized
ETN EATON CORP PLC 1.3%
Value ($000) $5,689 Shares 68,311 Est. Cost $64.01 Unrealized +11.5%
UNITED TECHNOLOGIES CORP 1.3%
Value ($000) $5,677 Shares 43,599 Est. Cost $102.92 Unrealized
ZTS ZOETIS INC 1.3%
Value ($000) $5,510 Shares 48,551 Est. Cost $85.37 Unrealized +16.3%
PFE PFIZER INC 1.3%
Value ($000) $5,385 Shares 124,302 Est. Cost $28.82 Unrealized +1.4%
SVB FINL GROUP 1.2%
Value ($000) $4,961 Shares 22,087 Est. Cost $114.55 Unrealized
GILD GILEAD SCIENCES INC 1.1%
Value ($000) $4,761 Shares 70,467 Est. Cost $49.62 Unrealized +2.4%
VPU VANGUARD WORLD FDS 1.0%
Value ($000) $4,197 Shares 31,575 Est. Cost $132.92 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $3,901 Shares 50,906 Est. Cost $54.57 Unrealized +4.2%
DLR DIGITAL RLTY TR INC 0.9%
Value ($000) $3,859 Shares 32,764 Est. Cost $94.56 Unrealized 0.0%
AAPL APPLE INC 0.9%
Value ($000) $3,786 Shares 19,130 Est. Cost $26.09 Unrealized +78.7%
XLV SELECT SECTOR SPDR TR 0.9%
Value ($000) $3,783 Shares 40,833 Est. Cost $76.06 Unrealized
XLK SELECT SECTOR SPDR TR 0.8%
Value ($000) $3,468 Shares 44,438 Est. Cost $34.18 Unrealized
EFA ISHARES TR 0.8%
Value ($000) $3,354 Shares 51,031 Est. Cost $58.30 Unrealized
SCHW THE CHARLES SCHWAB CORPORATI 0.7%
Value ($000) $3,165 Shares 78,739 Est. Cost $40.77 Unrealized -2.7%
STERICYCLE INC 0.6%
Value ($000) $2,670 Shares 55,922 Est. Cost $64.88 Unrealized
SLB SCHLUMBERGER LTD 0.6%
Value ($000) $2,582 Shares 64,979 Est. Cost $54.59 Unrealized -38.4%
XLF SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,408 Shares 87,261 Est. Cost $22.24 Unrealized
XLC SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,208 Shares 44,860 Est. Cost $43.67 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $2,202 Shares 7,516 Est. Cost $290.62 Unrealized
XLY SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,083 Shares 17,475 Est. Cost $68.11 Unrealized
XLP SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,056 Shares 35,410 Est. Cost $43.86 Unrealized
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,049 Shares 26,463 Est. Cost $47.81 Unrealized
IVV ISHARES TR 0.4%
Value ($000) $1,504 Shares 5,103 Est. Cost $294.73 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,359 Shares 21,338 Est. Cost $65.39 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $1,053 Shares 3,913 Est. Cost $229.71 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $1,033 Shares 954 Est. Cost $50.59 Unrealized +13.6%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $950 Shares 8,812 Est. Cost $91.39 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $885 Shares 6,354 Est. Cost $99.87 Unrealized +14.9%
GOLD Trust ETF 0.2%
Value ($000) $786 Shares 5,900 Est. Cost $122.87 Unrealized
QLYS QUALYS INC 0.2%
Value ($000) $739 Shares 8,491 Est. Cost $13.42 Unrealized +542.8%
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $699 Shares 11,941 Est. Cost $41.92 Unrealized
AEROHIVE NETWORKS INC 0.2%
Value ($000) $694 Shares 156,558 Est. Cost $4.78 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $678 Shares 9,320 Est. Cost $52.79 Unrealized +12.5%
ABT ABBOTT LABS 0.2%
Value ($000) $660 Shares 7,846 Est. Cost $44.70 Unrealized +57.1%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $504 Shares 13,715 Est. Cost $36.75 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $501 Shares 2,721 Est. Cost $137.22 Unrealized +6.5%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $483 Shares 3,883 Est. Cost $74.50 Unrealized +21.1%
LOW LOWES COS INC 0.1%
Value ($000) $471 Shares 4,664 Est. Cost $33.55 Unrealized +178.5%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $425 Shares 2,573 Est. Cost $82.23 Unrealized +71.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $421 Shares 2,027 Est. Cost $82.65 Unrealized +105.4%
BA BOEING CO 0.1%
Value ($000) $420 Shares 1,155 Est. Cost $138.95 Unrealized +157.1%
META FACEBOOK INC 0.1%
Value ($000) $420 Shares 2,177 Est. Cost $86.50 Unrealized +109.8%
ENB ENBRIDGE INC 0.1%
Value ($000) $383 Shares 10,610 Est. Cost $23.49 Unrealized 0.0%
MRK MERCK & CO INC 0.1%
Value ($000) $381 Shares 4,540 Est. Cost $46.74 Unrealized +33.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $344 Shares 2,790 Est. Cost $60.98 Unrealized +76.2%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $341 Shares 2,180 Est. Cost $131.94 Unrealized
CSX CSX CORP 0.1%
Value ($000) $316 Shares 4,083 Est. Cost $13.58 Unrealized +73.5%
KO COCA COLA CO 0.1%
Value ($000) $309 Shares 6,060 Est. Cost $31.83 Unrealized +25.4%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $299 Shares 7,077 Est. Cost $27.57 Unrealized +28.9%
DHR DANAHER CORPORATION 0.1%
Value ($000) $289 Shares 2,025 Est. Cost $41.37 Unrealized +177.9%
INTC INTEL CORP 0.1%
Value ($000) $270 Shares 5,633 Est. Cost $35.43 Unrealized +21.6%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $264 Shares 1,290 Est. Cost $136.20 Unrealized +24.2%
BAC BANK AMER CORP 0.1%
Value ($000) $248 Shares 8,539 Est. Cost $16.86 Unrealized +45.3%
IWF ISHARES TR 0.1%
Value ($000) $247 Shares 1,575 Est. Cost $156.83 Unrealized
ZUORA INC 0.1%
Value ($000) $244 Shares 15,937 Est. Cost $18.14 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $236 Shares 1,109 Est. Cost $168.26 Unrealized +23.0%
duPont (E.I.) deNemours 0.1%
Value ($000) $222 Shares 2,952 Est. Cost $75.20 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $220 Shares 1,678 Est. Cost $74.32 Unrealized +40.9%
WELLS FARGO CO NEW 0.1%
Value ($000) $218 Shares 160 Est. Cost $1237.50 Unrealized
NKE NIKE INC 0.0%
Value ($000) $207 Shares 2,470 Est. Cost $47.40 Unrealized +62.6%
BANK AMER CORP 0.0%
Value ($000) $206 Shares 150 Est. Cost $1193.33 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $191 Shares 3,468 Est. Cost $39.96 Unrealized +19.7%
MMM 3M CO 0.0%
Value ($000) $185 Shares 1,070 Est. Cost $95.37 Unrealized +26.5%
C CITIGROUP INC 0.0%
Value ($000) $182 Shares 2,603 Est. Cost $51.92 Unrealized +1.9%
Dow Chemical 0.0%
Value ($000) $173 Shares 3,515 Est. Cost $49.22 Unrealized
WMT WALMART INC 0.0%
Value ($000) $167 Shares 1,510 Est. Cost $22.29 Unrealized +40.4%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $157 Shares 1,140 Est. Cost $112.56 Unrealized -12.4%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $156 Shares 785 Est. Cost $58.80 Unrealized +194.8%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $155 Shares 3,285 Est. Cost $38.08 Unrealized +2.6%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $153 Shares 5,500 Est. Cost $23.64 Unrealized -10.9%
CORNERSTONE ONDEMAND INC 0.0%
Value ($000) $148 Shares 2,552 Est. Cost $57.99 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $148 Shares 2,480 Est. Cost $59.34 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $146 Shares 839 Est. Cost $66.32 Unrealized +109.1%
SNAP SNAP INC 0.0%
Value ($000) $145 Shares 10,133 Est. Cost $14.55 Unrealized -15.9%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $140 Shares 1,360 Est. Cost $71.59 Unrealized +12.0%
CELC CELCUITY INC 0.0%
Value ($000) $131 Shares 5,250 Est. Cost $21.93 Unrealized +0.3%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $122 Shares 1,551 Est. Cost $57.86 Unrealized +0.7%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $115 Shares 390 Est. Cost $198.96 Unrealized +36.1%
MA MASTERCARD INC 0.0%
Value ($000) $111 Shares 421 Est. Cost $189.57 Unrealized +27.3%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $105 Shares 2,318 Est. Cost $40.17 Unrealized -10.1%
ADBE ADOBE INC 0.0%
Value ($000) $101 Shares 343 Est. Cost $262.04 Unrealized +6.0%
UDR UDR INC 0.0%
Value ($000) $96 Shares 2,135 Est. Cost $35.31 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $95 Shares 882 Est. Cost $76.55 Unrealized +37.4%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $94 Shares 476 Est. Cost $143.87 Unrealized +21.8%
LLY LILLY ELI & CO 0.0%
Value ($000) $94 Shares 850 Est. Cost $82.08 Unrealized +31.6%
CTVA CORTEVA INC 0.0%
Value ($000) $87 Shares 2,952 Est. Cost $25.02 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $87 Shares 637 Est. Cost $110.63 Unrealized -5.9%
PAYX PAYCHEX INC 0.0%
Value ($000) $86 Shares 1,050 Est. Cost $58.55 Unrealized +18.8%
MDY 0.0%
Value ($000) $84 Shares 236 Est. Cost $355.93 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $83 Shares 409 Est. Cost $123.37 Unrealized +30.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $80 Shares 1,304 Est. Cost $40.15 Unrealized +22.6%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $79 Shares 467 Est. Cost $105.52 Unrealized +40.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $78 Shares 1,646 Est. Cost $32.23 Unrealized -4.0%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $77 Shares 566 Est. Cost $73.74 Unrealized +55.5%
KELLOGG CO 0.0%
Value ($000) $76 Shares 1,416 Est. Cost $43.06 Unrealized -3.2%
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $76 Shares 1,500 Est. Cost $61.57 Unrealized -10.6%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $76 Shares 260 Est. Cost $191.18 Unrealized +19.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $75 Shares 892 Est. Cost $49.87 Unrealized +36.2%
GENERAL ELECTRIC CO 0.0%
Value ($000) $73 Shares 6,921 Est. Cost $16.96 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $72 Shares 1,174 Est. Cost $33.20 Unrealized +69.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $66 Shares 322 Est. Cost $25.77 Unrealized +45.2%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $62 Shares 614 Est. Cost $75.96 Unrealized +21.9%
ROKU ROKU INC 0.0%
Value ($000) $61 Shares 678 Est. Cost $47.13 Unrealized +70.3%
IRBTQ IROBOT CORP 0.0%
Value ($000) $60 Shares 651 Est. Cost $71.80 Unrealized +41.2%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $59 Shares 570 Est. Cost $61.53 Unrealized +31.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $55 Shares 150 Est. Cost $257.93 Unrealized +8.5%
F FORD MTR CO DEL 0.0%
Value ($000) $55 Shares 5,350 Est. Cost $6.21 Unrealized +14.4%
BLACKROCK INC 0.0%
Value ($000) $54 Shares 115 Est. Cost $376.13 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $53 Shares 210 Est. Cost $170.37 Unrealized +23.1%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $53 Shares 465 Est. Cost $75.60 Unrealized +46.3%
XEL XCEL ENERGY INC 0.0%
Value ($000) $52 Shares 880 Est. Cost $37.68 Unrealized +24.6%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $51 Shares 380 Est. Cost $74.76 Unrealized +59.7%
AON PLC 0.0%
Value ($000) $50 Shares 258 Est. Cost $193.80 Unrealized
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $50 Shares 935 Est. Cost $29.89 Unrealized +68.8%
HSY HERSHEY CO 0.0%
Value ($000) $48 Shares 360 Est. Cost $92.82 Unrealized +17.4%
EOG EOG RES INC 0.0%
Value ($000) $48 Shares 515 Est. Cost $60.04 Unrealized +17.2%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $46 Shares 920 Est. Cost $59.01 Unrealized -17.2%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $46 Shares 510 Est. Cost $68.75 Unrealized +16.1%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $46 Shares 410 Est. Cost $75.59 Unrealized +27.0%
IYH ISHARES TR 0.0%
Value ($000) $46 Shares 235 Est. Cost $127.66 Unrealized
SWX SOUTHWEST GAS HOLDINGS INC 0.0%
Value ($000) $45 Shares 500 Est. Cost $81.18 Unrealized +4.6%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $45 Shares 560 Est. Cost $78.57 Unrealized
DE DEERE & CO 0.0%
Value ($000) $45 Shares 271 Est. Cost $87.00 Unrealized +62.6%
GLW CORNING INC 0.0%
Value ($000) $43 Shares 1,303 Est. Cost $20.78 Unrealized +28.1%
Heineken N.V. 0.0%
Value ($000) $42 Shares 375 Est. Cost $112.00 Unrealized
KANSAS CITY SOUTHERN 0.0%
Value ($000) $42 Shares 341 Est. Cost $117.30 Unrealized
Agere Systems Inc. 0.0%
Value ($000) $40 Shares 790 Est. Cost $50.63 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $39 Shares 720 Est. Cost $44.08 Unrealized 0.0%
TGT Target Corp 0.0%
Value ($000) $39 Shares 450 Est. Cost $63.29 Unrealized +7.0%
General Dynamics Corporation 0.0%
Value ($000) $38 Shares 210 Est. Cost $180.95 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $37 Shares 237 Est. Cost $142.16 Unrealized +0.6%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $36 Shares 487 Est. Cost $65.28 Unrealized +8.3%
FDX FEDEX CORP 0.0%
Value ($000) $34 Shares 208 Est. Cost $154.86 Unrealized 0.0%
SA SEABRIDGE GOLD INC 0.0%
Value ($000) $34 Shares 2,500 Est. Cost $11.28 Unrealized +5.2%
HPQ HP INC 0.0%
Value ($000) $33 Shares 1,600 Est. Cost $14.52 Unrealized +8.2%
BP BP PLC 0.0%
Value ($000) $33 Shares 792 Est. Cost $39.05 Unrealized
HLMIX Harding Loevner International 0.0%
Value ($000) $32 Shares 1,420 Est. Cost $21.83 Unrealized
Cigna Corp. 0.0%
Value ($000) $32 Shares 202 Est. Cost $189.44 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $32 Shares 240 Est. Cost $86.64 Unrealized +17.9%
CERNER CORP 0.0%
Value ($000) $32 Shares 438 Est. Cost $57.08 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $31 Shares 84 Est. Cost $36.11 Unrealized -0.1%
IVZ INVESCO LTD 0.0%
Value ($000) $30 Shares 1,490 Est. Cost $19.37 Unrealized -21.6%
Twenty-First Century Fox-A 0.0%
Value ($000) $30 Shares 821 Est. Cost $49.49 Unrealized
IYK ISHARES TR 0.0%
Value ($000) $29 Shares 240 Est. Cost $100.00 Unrealized
NVS NOVARTIS A G 0.0%
Value ($000) $29 Shares 314 Est. Cost $80.44 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $28 Shares 470 Est. Cost $29.30 Unrealized +62.3%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $28 Shares 320 Est. Cost $53.16 Unrealized +27.6%
MCK MCKESSON CORP 0.0%
Value ($000) $27 Shares 203 Est. Cost $117.27 Unrealized +1.3%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $27 Shares 132 Est. Cost $168.17 Unrealized 0.0%
LENDX Stone Ridge Alternative Lendi 0.0%
Value ($000) $27 Shares 2,683 Est. Cost $10.06 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $26 Shares 247 Est. Cost $79.67 Unrealized +15.9%
TPR TAPESTRY INC 0.0%
Value ($000) $25 Shares 800 Est. Cost $29.11 Unrealized -10.1%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $25 Shares 1,810 Est. Cost $7.36 Unrealized +33.6%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $24 Shares 1,600 Est. Cost $9.68 Unrealized +26.6%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $24 Shares 145 Est. Cost $118.34 Unrealized +16.6%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $23 Shares 200 Est. Cost $113.61 Unrealized +3.9%
Compass Group PLC 0.0%
Value ($000) $23 Shares 965 Est. Cost $23.83 Unrealized
TRNEX T. Rowe Price New Era Fund 0.0%
Value ($000) $22 Shares 636 Est. Cost $34.59 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $22 Shares 47 Est. Cost $130.86 Unrealized +7.7%
RHHBY Roche Holding AG-Spons ADR 0.0%
Value ($000) $21 Shares 600 Est. Cost $31.67 Unrealized
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $21 Shares 340 Est. Cost $45.58 Unrealized +21.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $20 Shares 650 Est. Cost $21.62 Unrealized +31.9%
STT STATE STR CORP 0.0%
Value ($000) $20 Shares 350 Est. Cost $47.96 Unrealized +4.3%
Royal Caribbean Cruises 0.0%
Value ($000) $20 Shares 165 Est. Cost $127.27 Unrealized
SRRIX Stone Ridge Reinsurance Risk 0.0%
Value ($000) $20 Shares 2,475 Est. Cost $8.08 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $20 Shares 360 Est. Cost $64.38 Unrealized -32.3%
NOW SERVICENOW INC 0.0%
Value ($000) $20 Shares 73 Est. Cost $18.74 Unrealized +180.5%
TSLA TESLA INC 0.0%
Value ($000) $18 Shares 80 Est. Cost $14.29 Unrealized +8.9%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $18 Shares 160 Est. Cost $50.47 Unrealized +59.4%
QUIDEL CORP 0.0%
Value ($000) $18 Shares 300 Est. Cost $26.67 Unrealized
PIPR PIPER JAFFRAY COS 0.0%
Value ($000) $17 Shares 229 Est. Cost $78.29 Unrealized -3.5%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $17 Shares 150 Est. Cost $78.90 Unrealized +17.6%
ISHARES GOLD TRUST 0.0%
Value ($000) $16 Shares 1,200 Est. Cost $13.33 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $16 Shares 183 Est. Cost $43.20 Unrealized +96.5%
WMK WEIS MKTS INC 0.0%
Value ($000) $16 Shares 450 Est. Cost $31.18 Unrealized +8.8%
FTV FORTIVE CORP 0.0%
Value ($000) $16 Shares 200 Est. Cost $40.69 Unrealized +24.1%
New Nadina Exploration 0.0%
Value ($000) $16 Shares 307,000 Est. Cost $0.12 Unrealized
MET METLIFE INC 0.0%
Value ($000) $15 Shares 292 Est. Cost $37.70 Unrealized -0.3%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $15 Shares 179 Est. Cost $67.87 Unrealized -7.2%
ALLERGAN PLC 0.0%
Value ($000) $15 Shares 90 Est. Cost $180.13 Unrealized
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $15 Shares 267 Est. Cost $43.13 Unrealized -6.7%
CCL CARNIVAL CORP 0.0%
Value ($000) $14 Shares 306 Est. Cost $52.16 Unrealized -3.6%
TOELY Tokyo Electron Ltd-ADR 0.0%
Value ($000) $14 Shares 400 Est. Cost $35.00 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $14 Shares 35 Est. Cost $287.35 Unrealized +30.4%
ITOCY ITOCHU Corporation I 0.0%
Value ($000) $13 Shares 333 Est. Cost $39.04 Unrealized
HSBC HLDGS PLC 0.0%
Value ($000) $13 Shares 500 Est. Cost $26.00 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $13 Shares 150 Est. Cost $64.96 Unrealized 0.0%
JUNIPER NETWORKS INC 0.0%
Value ($000) $13 Shares 502 Est. Cost $25.90 Unrealized
VMWARE INC 0.0%
Value ($000) $12 Shares 70 Est. Cost $171.43 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $12 Shares 60 Est. Cost $105.10 Unrealized +69.2%
SGMO SANGAMO THERAPEUTICS INC 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $10.55 Unrealized +0.8%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $11 Shares 100 Est. Cost $18.63 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $11 Shares 200 Est. Cost $44.10 Unrealized 0.0%
NVDA NVIDIA CORP 0.0%
Value ($000) $11 Shares 66 Est. Cost $3.01 Unrealized +36.5%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $10 Shares 42 Est. Cost $206.71 Unrealized 0.0%
TABLEAU SOFTWARE INC 0.0%
Value ($000) $9 Shares 53 Est. Cost $48.00 Unrealized
Accenture LTD 0.0%
Value ($000) $9 Shares 47 Est. Cost $108.49 Unrealized
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $9 Shares 220 Est. Cost $37.88 Unrealized
CREDIT SUISSE GROUP 0.0%
Value ($000) $9 Shares 750 Est. Cost $14.72 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $22.96 Unrealized +46.4%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $8 Shares 40 Est. Cost $41.79 Unrealized 0.0%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $8 Shares 136 Est. Cost $54.24 Unrealized +3.0%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $8 Shares 150 Est. Cost $45.59 Unrealized 0.0%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $8 Shares 200 Est. Cost $50.00 Unrealized
Tri Continental Corp 0.0%
Value ($000) $7 Shares 275 Est. Cost $25.45 Unrealized
Anglo American Plc Sp Adr 0.0%
Value ($000) $7 Shares 500 Est. Cost $12.00 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW 0.0%
Value ($000) $7 Shares 18 Est. Cost $24.19 Unrealized +4.7%
PSX PHILLIPS 66 0.0%
Value ($000) $6 Shares 60 Est. Cost $68.50 Unrealized 0.0%
NORDSTROM INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $45.56 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $6 Shares 140 Est. Cost $35.71 Unrealized
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
IT GARTNER INC 0.0%
Value ($000) $5 Shares 33 Est. Cost $138.79 Unrealized +12.7%
MICRO FOCUS INTERNATIONAL PL 0.0%
Value ($000) $5 Shares 180 Est. Cost $32.11 Unrealized
NSRGY Nestle SA Reg ADR 0.0%
Value ($000) $5 Shares 50 Est. Cost $86.67 Unrealized
CMP COMPASS MINERALS INTL INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $42.46 Unrealized +10.7%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $4 Shares 56 Est. Cost $52.25 Unrealized +14.5%
Softbank Group Corp 0.0%
Value ($000) $4 Shares 80 Est. Cost $50.00 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $4 Shares 36 Est. Cost $73.78 Unrealized +18.2%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $177.57 Unrealized -3.5%
RSPD INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $4 Shares 40 Est. Cost $90.74 Unrealized
CAIXY CaixaBank 0.0%
Value ($000) $4 Shares 5,000 Est. Cost $1.60 Unrealized
WESTROCK CO 0.0%
Value ($000) $4 Shares 100 Est. Cost $60.00 Unrealized
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $4 Shares 2 Est. Cost $1766.98 Unrealized 0.0%
SSUMY Sumitomo Corporation 0.0%
Value ($000) $3 Shares 177 Est. Cost $16.95 Unrealized
LBUY Leafbuyer Technologies, Inc. 0.0%
Value ($000) $3 Shares 4,335 Est. Cost $1.41 Unrealized -33.0%
WORLDPAY INC 0.0%
Value ($000) $3 Shares 22 Est. Cost $90.91 Unrealized
Coca-Cola European Partners P 0.0%
Value ($000) $3 Shares 57 Est. Cost $52.63 Unrealized
ANADARKO PETE CORP 0.0%
Value ($000) $3 Shares 36 Est. Cost $83.33 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $50.94 Unrealized +25.1%
XTL SPDR SERIES TRUST 0.0%
Value ($000) $3 Shares 50 Est. Cost $69.57 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $3 Shares 35 Est. Cost $69.17 Unrealized -1.5%
NGD NEW GOLD INC CDA 0.0%
Value ($000) $3 Shares 3,000 Est. Cost $1.29 Unrealized -38.3%
FMC F M C CORP 0.0%
Value ($000) $3 Shares 38 Est. Cost $64.95 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $368.95 Unrealized -18.2%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $3 Shares 10 Est. Cost $409.51 Unrealized -19.2%
FMC Technologies Inc. 0.0%
Value ($000) $2 Shares 62 Est. Cost $16.13 Unrealized
American Intl Group 0.0%
Value ($000) $2 Shares 46 Est. Cost $43.48 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $2 Shares 76 Est. Cost $31.92 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $2 Shares 38 Est. Cost $34.01 Unrealized +6.7%
SONY SONY CORP 0.0%
Value ($000) $2 Shares 47 Est. Cost $63.83 Unrealized
GW PHARMACEUTICALS PLC 0.0%
Value ($000) $2 Shares 9 Est. Cost $222.22 Unrealized
TDC TERADATA CORP DEL 0.0%
Value ($000) $2 Shares 49 Est. Cost $44.91 Unrealized -13.2%
HUM HUMANA INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $271.28 Unrealized -11.8%
BNDSY Banco De Sabadell ADR 0.0%
Value ($000) $2 Shares 1,041 Est. Cost $1.92 Unrealized
CHINA PETE & CHEM CORP 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.91 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $2 Shares 42 Est. Cost $47.62 Unrealized
WRCDF Wirecard AG 0.0%
Value ($000) $2 Shares 9 Est. Cost $141.38 Unrealized +7.4%
WMB WILLIAMS COS INC DEL 0.0%
Value ($000) $2 Shares 73 Est. Cost $18.25 Unrealized +5.1%
Ryanair Holdings PLC-SP ADR 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
CSXXY CARSALES.COM LTD-UNSP ADR 0.0%
Value ($000) $1 Shares 46 Est. Cost $21.74 Unrealized
SMMNY SIEMENS HEALTHINEE-UNSP ADR 0.0%
Value ($000) $1 Shares 59 Est. Cost $16.95 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $165.14 Unrealized
KRYAY KERRY GROUP PLC-SPONS ADR 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $1 Shares 41 Est. Cost $50.50 Unrealized -59.3%
JUST EAT PLC - UNSP ADR 0.0%
Value ($000) $1 Shares 295 Est. Cost $3.39 Unrealized
KSRYY KOSE CORP-UNSPONSORED ADR 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $68.49 Unrealized 0.0%
Capri Holdings Ltd F 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
SYMANTEC CORP 0.0%
Value ($000) $1 Shares 56 Est. Cost $21.29 Unrealized
CELGENE CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
CSLLY CSL LTD-SPONSORED ADR 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $1 Shares 43 Est. Cost $34.81 Unrealized -0.5%
MPC MARATHON PETE CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.44 Unrealized -12.2%
TAL TAL EDUCATION GROUP 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $1 Shares 80 Est. Cost $13.59 Unrealized +24.9%
FMS FRESENIUS MED CARE AG&CO KGA 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
DPUKY DOMINOS PIZZA UK & IRL-ADR 0.0%
Value ($000) $1 Shares 153 Est. Cost $6.54 Unrealized
ADDYY Adidas AG 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
Dell Inc. 0.0%
Value ($000) $1 Shares 22 Est. Cost $50.63 Unrealized
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $16.89 Unrealized
TCTZF Tencent Holdings LTD 0.0%
Value ($000) $1 Shares 22 Est. Cost $46.12 Unrealized 0.0%
ESLOY ESSILORLUXOT-UNSPON ADR 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
Purpose Silver Bullion Fund 0.0%
Value ($000) $1 Shares 150 Est. Cost $6.67 Unrealized
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.75 Unrealized
DMZPY DOMINO'S PIZZA E-UNSPON ADR 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
Blue Prism Group plc 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
Amyris 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
TFRY Tasty Fries Inc 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.00 Unrealized -75.6%
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