SIMON QUICK ADVISORS, LLC Diversified Active

CIK: 0001692038 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 11, 2017

Total Value ($000): $177,071 (99.7% shares, 0.3% debt)

Holdings (303)

JNJ JOHNSON & JOHNSON COM 13.4%
Value ($000) $23,678 Shares 178,989 Est. Cost $97.39 Unrealized +3.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 8.1%
Value ($000) $14,417 Shares 121,127 Est. Cost $107.05 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW CL A 6.1%
Value ($000) $10,853 Shares 80,451 Est. Cost $102.20 Unrealized +17.4%
BAC BANK AMER CORP COM 5.9%
Value ($000) $10,441 Shares 430,372 Est. Cost $15.68 Unrealized +21.8%
SPY SPDR S&P 500 ETF TRUST 5.7%
Value ($000) $10,065 Shares 41,627 Est. Cost $227.80 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 5.3%
Value ($000) $9,424 Shares 37 Est. Cost $249666.89 Unrealized 0.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 4.6%
Value ($000) $8,082 Shares 67,993 Est. Cost $118.82 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 4.4%
Value ($000) $7,742 Shares 66,495 Est. Cost $115.05 Unrealized
VUG VANGUARD GROWTH ETF 3.9%
Value ($000) $6,963 Shares 54,807 Est. Cost $114.95 Unrealized
HEWJ ISHARES CURRENCY HEDGED JAPAN 3.7%
Value ($000) $6,530 Shares 219,136 Est. Cost $28.10 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND 3.5%
Value ($000) $6,249 Shares 79,946 Est. Cost $75.77 Unrealized
SDY SPDR S&P DIVIDEND ETF 3.3%
Value ($000) $5,867 Shares 66,000 Est. Cost $85.70 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 2.1%
Value ($000) $3,785 Shares 35,024 Est. Cost $107.10 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 2.1%
Value ($000) $3,763 Shares 40,606 Est. Cost $85.33 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 1.5%
Value ($000) $2,631 Shares 31,286 Est. Cost $80.56 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 1.5%
Value ($000) $2,608 Shares 19,057 Est. Cost $125.28 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.2%
Value ($000) $2,191 Shares 9,000 Est. Cost $234.79 Unrealized
MS MORGAN STANLEY COM NEW 1.1%
Value ($000) $1,944 Shares 43,621 Est. Cost $29.14 Unrealized +15.1%
IWR ISHARES RUSSELL MID-CAP ETF 1.0%
Value ($000) $1,847 Shares 9,613 Est. Cost $182.21 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 1.0%
Value ($000) $1,795 Shares 19,463 Est. Cost $90.64 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 1.0%
Value ($000) $1,732 Shares 11,888 Est. Cost $135.75 Unrealized
MSFT MICROSOFT CORP COM 1.0%
Value ($000) $1,727 Shares 25,060 Est. Cost $55.38 Unrealized +12.5%
IJH ISHARES S&P MIDCAP FUND 0.8%
Value ($000) $1,480 Shares 8,508 Est. Cost $170.43 Unrealized
VTV VANGUARD VALUE ETF 0.8%
Value ($000) $1,344 Shares 13,922 Est. Cost $94.67 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.7%
Value ($000) $1,270 Shares 18,111 Est. Cost $78.19 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.7%
Value ($000) $1,236 Shares 18,305 Est. Cost $63.10 Unrealized
ALEXION PHARMACEUTICALS INC COM 0.7%
Value ($000) $1,218 Shares 10,007 Est. Cost $121.71 Unrealized
AAPL APPLE INC COM 0.7%
Value ($000) $1,196 Shares 8,306 Est. Cost $26.83 Unrealized +27.9%
MRK MERCK & CO INC COM 0.6%
Value ($000) $979 Shares 15,268 Est. Cost $45.26 Unrealized +2.8%
RITE AID CORP COM 0.5%
Value ($000) $962 Shares 326,243 Est. Cost $8.24 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX 0.5%
Value ($000) $934 Shares 7,938 Est. Cost $105.98 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.5%
Value ($000) $850 Shares 10,614 Est. Cost $79.70 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.5%
Value ($000) $847 Shares 5,884 Est. Cost $139.87 Unrealized
VBR VANGUARD SMALL CAP VIPERS 0.5%
Value ($000) $811 Shares 6,596 Est. Cost $121.04 Unrealized
SEACOR HOLDINGS INC 0.3%
Value ($000) $595 Shares 700,000 Est. Cost $0.85 Unrealized
VOE VANGUARD M/C VALUE INDEX FD ETF 0.3%
Value ($000) $557 Shares 5,416 Est. Cost $97.92 Unrealized
JPMORGAN CHASE & CO COM 0.3%
Value ($000) $504 Shares 5,518 Est. Cost $91.34 Unrealized
WFC WELLS FARGO CO NEW COM 0.3%
Value ($000) $494 Shares 8,913 Est. Cost $39.03 Unrealized +8.1%
F FORD MTR CO DEL 0.3%
Value ($000) $457 Shares 40,820 Est. Cost $7.78 Unrealized -8.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $454 Shares 2,680 Est. Cost $164.48 Unrealized +1.1%
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.2%
Value ($000) $412 Shares 7,182 Est. Cost $57.37 Unrealized
GBDC GOLUB CAPITAL BDC INC 0.2%
Value ($000) $391 Shares 20,444 Est. Cost $8.85 Unrealized 0.0%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $364 Shares 2,378 Est. Cost $98.81 Unrealized +19.3%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $348 Shares 11,121 Est. Cost $24.73 Unrealized +1.3%
SCHX SCHWAB US LARGE-CAP ETF 0.2%
Value ($000) $345 Shares 5,977 Est. Cost $57.34 Unrealized
GENERAL ELECTRIC CO COM 0.2%
Value ($000) $344 Shares 12,734 Est. Cost $31.17 Unrealized
CVX CHEVRON CORP 0.2%
Value ($000) $343 Shares 3,288 Est. Cost $74.21 Unrealized -1.4%
3M CO COM 0.2%
Value ($000) $341 Shares 1,640 Est. Cost $207.93 Unrealized
OEF ISHARES S&P 100 ETF 0.2%
Value ($000) $329 Shares 3,080 Est. Cost $99.35 Unrealized
EOG EOG RES INC 0.2%
Value ($000) $326 Shares 3,600 Est. Cost $68.68 Unrealized 0.0%
VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $310 Shares 6,940 Est. Cost $44.67 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.2%
Value ($000) $305 Shares 17,000 Est. Cost $17.94 Unrealized
POWERSHARES LISTED PRIVATE EQUITY PORTFOLIO 0.2%
Value ($000) $293 Shares 23,493 Est. Cost $11.70 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $288 Shares 8,541 Est. Cost $29.60 Unrealized -0.1%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $265 Shares 3,216 Est. Cost $69.54 Unrealized +2.5%
SCHF SCHWAB INTL EQUITY ETF 0.1%
Value ($000) $261 Shares 8,223 Est. Cost $31.24 Unrealized
ALLIANCE WORLD DOLLAR GOVT FUND II 0.1%
Value ($000) $259 Shares 20,000 Est. Cost $12.95 Unrealized
BLACKROCK 2022 GLOBAL 0.1%
Value ($000) $251 Shares 25,000 Est. Cost $10.04 Unrealized
EXXON MOBIL CORP COM 0.1%
Value ($000) $246 Shares 3,047 Est. Cost $80.74 Unrealized
AEP AMERICAN ELEC PWR INC COM 0.1%
Value ($000) $240 Shares 3,460 Est. Cost $47.39 Unrealized +8.2%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $239 Shares 5,788 Est. Cost $39.31 Unrealized
POWERSHARES DB G10 CURRENCY HARVEST FUND 0.1%
Value ($000) $237 Shares 9,732 Est. Cost $25.31 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $235 Shares 5,686 Est. Cost $39.43 Unrealized
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $222 Shares 2,548 Est. Cost $67.25 Unrealized +4.3%
EWH ISHARES MSCI HONG KONG ETF 0.1%
Value ($000) $214 Shares 9,146 Est. Cost $19.81 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $204 Shares 3,129 Est. Cost $61.33 Unrealized
IEUS ISHARES FTSE DEVELOPED SMALL CAP EX-NORTH AMERICA INDEX FUND 0.1%
Value ($000) $199 Shares 3,829 Est. Cost $47.53 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $196 Shares 1,275 Est. Cost $103.40 Unrealized +20.4%
PFE PFIZER INC COM 0.1%
Value ($000) $193 Shares 5,759 Est. Cost $21.34 Unrealized +1.2%
POWERSHARES ZACKS MICRO CAP PORTFOLIO 0.1%
Value ($000) $190 Shares 10,483 Est. Cost $18.35 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $187 Shares 3,839 Est. Cost $33.65 Unrealized +15.6%
ECL ECOLAB INC 0.1%
Value ($000) $181 Shares 1,360 Est. Cost $105.98 Unrealized +11.0%
IMMUNOGEN INC COM 0.1%
Value ($000) $178 Shares 25,000 Est. Cost $3.88 Unrealized
DISCOVER FINANCIAL SVCS 0.1%
Value ($000) $166 Shares 2,663 Est. Cost $72.10 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $155 Shares 1,463 Est. Cost $90.71 Unrealized +12.9%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $152 Shares 2,145 Est. Cost $53.19 Unrealized -9.2%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $150 Shares 1,799 Est. Cost $82.64 Unrealized
CMCSA COMCAST CORP CL A 0.1%
Value ($000) $148 Shares 3,800 Est. Cost $27.36 Unrealized +16.6%
ECNS ISHARES MSCI CHINA SMALL-CAP ETF 0.1%
Value ($000) $146 Shares 3,225 Est. Cost $45.39 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $133 Shares 1,596 Est. Cost $74.56 Unrealized
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $132 Shares 2,004 Est. Cost $63.04 Unrealized -11.4%
SCHA SCHWAB US SMALL-CAP ETF 0.1%
Value ($000) $131 Shares 2,042 Est. Cost $63.67 Unrealized
SCHM SCHWAB US MID-CAP ETF 0.1%
Value ($000) $131 Shares 2,718 Est. Cost $48.01 Unrealized
EXPRESS SCRIPTS HLDG CO COM 0.1%
Value ($000) $131 Shares 2,054 Est. Cost $68.77 Unrealized
ALLERGAN PLC 0.1%
Value ($000) $122 Shares 500 Est. Cost $236.15 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $112 Shares 1,920 Est. Cost $45.58 Unrealized +10.2%
XLY CONSUMER DISC SELECT SECTOR SPDR FD 0.1%
Value ($000) $108 Shares 1,209 Est. Cost $81.06 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $103 Shares 2,349 Est. Cost $36.57 Unrealized -3.0%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 0.1%
Value ($000) $102 Shares 2,730 Est. Cost $37.08 Unrealized
SHE SPDR SSGA GENDER DIVERSITY INDEX ETF 0.1%
Value ($000) $101 Shares 1,500 Est. Cost $67.33 Unrealized
UNILEVER NV NY 0.1%
Value ($000) $99 Shares 1,800 Est. Cost $41.64 Unrealized
AG MORTGAGE INVESTMENT TR 0.1%
Value ($000) $98 Shares 5,365 Est. Cost $18.27 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY E 0.1%
Value ($000) $98 Shares 317 Est. Cost $304.43 Unrealized
WMB WILLIAMS COS INC DEL COM 0.1%
Value ($000) $95 Shares 3,141 Est. Cost $17.93 Unrealized +4.1%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $94 Shares 1,115 Est. Cost $60.98 Unrealized +15.3%
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.1%
Value ($000) $92 Shares 2,002 Est. Cost $44.96 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.1%
Value ($000) $92 Shares 2,802 Est. Cost $31.99 Unrealized
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $91 Shares 1,173 Est. Cost $69.05 Unrealized
POWERSHARES DB COMMODITY INDEX TRACKING FUND 0.1%
Value ($000) $91 Shares 6,269 Est. Cost $15.23 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $89 Shares 1,610 Est. Cost $52.25 Unrealized -15.3%
SPRING BANK PHARM 0.0%
Value ($000) $88 Shares 6,500 Est. Cost $13.54 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $84 Shares 1,760 Est. Cost $46.86 Unrealized
POWERSHARES S&P 500 HIGH DIVIDEND LOW VOLATILITY PORTFOLIO 0.0%
Value ($000) $84 Shares 2,100 Est. Cost $40.00 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $77 Shares 666 Est. Cost $79.36 Unrealized +11.1%
DEI DOUGLAS EMMETT INC 0.0%
Value ($000) $76 Shares 2,000 Est. Cost $38.00 Unrealized
JPMORGAN ALERIAN MLP INDEX ETN 0.0%
Value ($000) $74 Shares 2,507 Est. Cost $32.25 Unrealized
GUGGENHEIM FRONTIER MARKETS ETF 0.0%
Value ($000) $71 Shares 5,187 Est. Cost $12.82 Unrealized
ERA GROUP 0.0%
Value ($000) $71 Shares 7,500 Est. Cost $9.47 Unrealized
T AT&T INC COM 0.0%
Value ($000) $68 Shares 1,805 Est. Cost $15.66 Unrealized +1.7%
CELGENE CORP COM 0.0%
Value ($000) $64 Shares 493 Est. Cost $115.75 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $64 Shares 411 Est. Cost $153.28 Unrealized
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP 0.0%
Value ($000) $63 Shares 1,549 Est. Cost $38.73 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $62 Shares 230 Est. Cost $282.75 Unrealized -6.5%
CAJPY CANON INC SPONSORED ADR 0.0%
Value ($000) $60 Shares 1,769 Est. Cost $31.09 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $59 Shares 750 Est. Cost $78.67 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $58 Shares 388 Est. Cost $149.48 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $58 Shares 294 Est. Cost $190.48 Unrealized
WISDOMTREE CHINESE YUAN STRATEGY FUND 0.0%
Value ($000) $56 Shares 2,271 Est. Cost $24.01 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $54 Shares 4,476 Est. Cost $13.03 Unrealized -15.5%
INOD INNODATA INC 0.0%
Value ($000) $53 Shares 30,273 Est. Cost $2.26 Unrealized -20.6%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $53 Shares 400 Est. Cost $105.34 Unrealized 0.0%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $51 Shares 1,181 Est. Cost $42.34 Unrealized
POWERSHARES DB PRECIOUS METALS FUND 0.0%
Value ($000) $51 Shares 1,375 Est. Cost $38.41 Unrealized
EWL ISHARES MSCI SWITZERLAND CAPPED ETF 0.0%
Value ($000) $49 Shares 1,441 Est. Cost $31.92 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $48 Shares 314 Est. Cost $103.05 Unrealized +0.7%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY 0.0%
Value ($000) $48 Shares 772 Est. Cost $57.42 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $47 Shares 650 Est. Cost $41.79 Unrealized +12.4%
POWERSHARES DB US DOLLAR INDEX BEARISH FUND 0.0%
Value ($000) $47 Shares 2,171 Est. Cost $20.66 Unrealized
POWERSHARES QQQ 0.0%
Value ($000) $47 Shares 345 Est. Cost $120.68 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $46 Shares 417 Est. Cost $110.31 Unrealized
EATON VANCE HIGH INCOME 0.0%
Value ($000) $46 Shares 4,574 Est. Cost $10.06 Unrealized
HOVNANIAN ENTERPRISES INC CL A 0.0%
Value ($000) $42 Shares 15,000 Est. Cost $2.73 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $42 Shares 279 Est. Cost $101.02 Unrealized +34.3%
J HANCOCK TAX-ADVANTAGE DIVIDEND INCOME 0.0%
Value ($000) $41 Shares 1,596 Est. Cost $25.69 Unrealized
EZU ISHARES MSCI EMU ETF 0.0%
Value ($000) $41 Shares 1,007 Est. Cost $34.76 Unrealized
HYG ISHARES IBOXX$ HIGH YIELD 0.0%
Value ($000) $39 Shares 439 Est. Cost $88.84 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $38 Shares 483 Est. Cost $28.82 Unrealized +6.6%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $38 Shares 1,103 Est. Cost $35.11 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $37 Shares 777 Est. Cost $45.05 Unrealized
WESTPAC BKG CORP SPONSORED ADR 0.0%
Value ($000) $36 Shares 1,554 Est. Cost $27.03 Unrealized
58 COM INC 0.0%
Value ($000) $35 Shares 800 Est. Cost $43.75 Unrealized
EWN ISHARES MSCI NETHERLANDS ETF 0.0%
Value ($000) $35 Shares 1,206 Est. Cost $26.53 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $34 Shares 200 Est. Cost $119.75 Unrealized +4.7%
SEACOR SMIT INC 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $34.00 Unrealized
CALAMOS GBL DYN INCOME FUND COM 0.0%
Value ($000) $34 Shares 4,000 Est. Cost $7.88 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $34 Shares 657 Est. Cost $52.10 Unrealized
BLACKROCK TAX MUNICPAL BD TR SHS 0.0%
Value ($000) $33 Shares 1,424 Est. Cost $22.51 Unrealized
BLACKSTONE GROUP LP 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $31.81 Unrealized
AEVI GENOMIC MEDICINE INC COM 0.0%
Value ($000) $32 Shares 24,390 Est. Cost $5.17 Unrealized
JBLU JETBLUE AIRWAYS CORP 0.0%
Value ($000) $32 Shares 1,400 Est. Cost $21.98 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR FD 0.0%
Value ($000) $32 Shares 500 Est. Cost $70.00 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $31 Shares 98 Est. Cost $316.33 Unrealized
BIZD VANECK VECTORS BDC INCOME ETF 0.0%
Value ($000) $31 Shares 1,707 Est. Cost $19.33 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $30 Shares 500 Est. Cost $48.01 Unrealized 0.0%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $29 Shares 731 Est. Cost $38.30 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $29 Shares 59 Est. Cost $378.17 Unrealized +15.1%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $29 Shares 393 Est. Cost $55.54 Unrealized +7.4%
AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $28 Shares 555 Est. Cost $41.44 Unrealized
DEUTSCHE STRATEGIC INCOME TR SHS 0.0%
Value ($000) $28 Shares 2,298 Est. Cost $12.37 Unrealized
KKR & CO LP 0.0%
Value ($000) $28 Shares 1,500 Est. Cost $18.67 Unrealized
EWI ISHARES MSCI ITALY CAPPED ETF 0.0%
Value ($000) $27 Shares 985 Est. Cost $25.38 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $27 Shares 572 Est. Cost $40.21 Unrealized
BHP BILLITON PLC SPONSORED ADR 0.0%
Value ($000) $26 Shares 860 Est. Cost $31.40 Unrealized
NVGS NAVIGATOR HOLDINGS LTD 0.0%
Value ($000) $26 Shares 3,100 Est. Cost $9.62 Unrealized 0.0%
DXJ WISDOMTREE JAPAN HEDGED EQUITY FD 0.0%
Value ($000) $26 Shares 506 Est. Cost $51.38 Unrealized
ESLT ELBIT SYSTEMS LTD 0.0%
Value ($000) $25 Shares 200 Est. Cost $109.89 Unrealized 0.0%
MS CHINA A SHARE FUND INC 0.0%
Value ($000) $25 Shares 1,133 Est. Cost $16.77 Unrealized
ISHARES CORE TOT USD BND MKT ETF 0.0%
Value ($000) $25 Shares 499 Est. Cost $50.45 Unrealized
SCHR SCHWAB INTERM-TERM US TREASURY 0.0%
Value ($000) $24 Shares 443 Est. Cost $53.34 Unrealized
HSIC SCHEIN HENRY INC COM 0.0%
Value ($000) $24 Shares 131 Est. Cost $64.97 Unrealized +7.3%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $23 Shares 172 Est. Cost $86.33 Unrealized +19.2%
SYK STRYKER CORP COM 0.0%
Value ($000) $23 Shares 168 Est. Cost $114.51 Unrealized +9.0%
RRC RANGE RESOURCES CORP 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $25.21 Unrealized 0.0%
M MACY'S INC 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $25.62 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $22 Shares 101 Est. Cost $184.76 Unrealized -0.1%
NUVEEN PFD INCOME OPPRTNY FD COM 0.0%
Value ($000) $21 Shares 1,975 Est. Cost $9.62 Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $21 Shares 511 Est. Cost $41.10 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $20 Shares 222 Est. Cost $71.76 Unrealized 0.0%
LGND LIGAND PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $20 Shares 163 Est. Cost $69.95 Unrealized 0.0%
SMHI SEACOR MARINE HOLDINGS INC 0.0%
Value ($000) $20 Shares 1,005 Est. Cost $19.15 Unrealized 0.0%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $20 Shares 516 Est. Cost $36.82 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $20 Shares 170 Est. Cost $110.00 Unrealized
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $20 Shares 514 Est. Cost $36.96 Unrealized
WABCO HLDGS INC COM 0.0%
Value ($000) $19 Shares 152 Est. Cost $118.81 Unrealized
HAIN HAIN CELESTIAL GROUP INC 0.0%
Value ($000) $19 Shares 500 Est. Cost $36.12 Unrealized 0.0%
AME AMETEK INC NEW COM 0.0%
Value ($000) $19 Shares 318 Est. Cost $44.57 Unrealized +24.8%
RAYTHEON CO NEW 0.0%
Value ($000) $19 Shares 119 Est. Cost $151.26 Unrealized
LKQ LKQ CORP COM 0.0%
Value ($000) $19 Shares 590 Est. Cost $27.92 Unrealized -0.6%
MMSI MERIT MED SYS INC COM 0.0%
Value ($000) $19 Shares 506 Est. Cost $33.42 Unrealized 0.0%
BLACKHAWK NETWORK HLDGS INC COM 0.0%
Value ($000) $19 Shares 443 Est. Cost $42.89 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $18 Shares 418 Est. Cost $34.30 Unrealized +0.1%
ARMK ARAMARK COM 0.0%
Value ($000) $18 Shares 446 Est. Cost $24.63 Unrealized 0.0%
ANIK ANIKA THERAPEUTICS INC COM 0.0%
Value ($000) $18 Shares 357 Est. Cost $46.05 Unrealized 0.0%
POWERSHARES DYNAMIC PHARMACEUTICALS PORTFOLIO 0.0%
Value ($000) $18 Shares 285 Est. Cost $59.65 Unrealized
INC RESH HLDGS INC CL A 0.0%
Value ($000) $18 Shares 316 Est. Cost $56.96 Unrealized
DUNKIN BRANDS GROUP INC COM 0.0%
Value ($000) $18 Shares 335 Est. Cost $53.52 Unrealized
BROADSOFT INC COM 0.0%
Value ($000) $17 Shares 405 Est. Cost $41.98 Unrealized
PETROCHINA CO LTD SPONSORED ADR 0.0%
Value ($000) $17 Shares 277 Est. Cost $72.20 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $17 Shares 158 Est. Cost $70.59 Unrealized +0.7%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $17 Shares 188 Est. Cost $40.87 Unrealized +46.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $17 Shares 178 Est. Cost $89.32 Unrealized 0.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $17 Shares 241 Est. Cost $33.23 Unrealized +0.5%
AQUA AMERICA INC 0.0%
Value ($000) $17 Shares 498 Est. Cost $32.13 Unrealized
SERVICEMASTER GLOBAL HLDGS INC COM 0.0%
Value ($000) $17 Shares 422 Est. Cost $40.28 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $17 Shares 680 Est. Cost $24.49 Unrealized
PFGC PERFORMANCE FOOD GROUP CO COM 0.0%
Value ($000) $16 Shares 570 Est. Cost $26.44 Unrealized 0.0%
INNERWORKINGS INC COM 0.0%
Value ($000) $16 Shares 1,422 Est. Cost $11.25 Unrealized
SABR SABRE CORP COM 0.0%
Value ($000) $16 Shares 719 Est. Cost $22.79 Unrealized 0.0%
T2 BIOSYSTEMS INC COM 0.0%
Value ($000) $16 Shares 5,000 Est. Cost $3.20 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $16 Shares 285 Est. Cost $39.76 Unrealized +0.3%
BIDU BAIDU INC 0.0%
Value ($000) $15 Shares 85 Est. Cost $164.71 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $15 Shares 109 Est. Cost $129.51 Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $15 Shares 192 Est. Cost $75.95 Unrealized 0.0%
GVI ISHARES INTERMEDIATE GOVERNMEN 0.0%
Value ($000) $15 Shares 139 Est. Cost $108.02 Unrealized
ON ASSIGNMENT INC COM 0.0%
Value ($000) $15 Shares 277 Est. Cost $54.15 Unrealized
MULTI COLOR CORP COM 0.0%
Value ($000) $15 Shares 188 Est. Cost $79.79 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $15 Shares 280 Est. Cost $50.00 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $15 Shares 300 Est. Cost $50.00 Unrealized
SNYDERS-LANCE INC COM 0.0%
Value ($000) $14 Shares 410 Est. Cost $34.15 Unrealized
APACHE CORP COM 0.0%
Value ($000) $14 Shares 302 Est. Cost $52.98 Unrealized
UBS UBS GROUP AG SHS 0.0%
Value ($000) $14 Shares 829 Est. Cost $16.09 Unrealized +1.0%
ECHO GLOBAL LOGISTICS INC COM 0.0%
Value ($000) $13 Shares 633 Est. Cost $20.54 Unrealized
DEO DIAGEO PLC ADR NEW 0.0%
Value ($000) $12 Shares 100 Est. Cost $103.92 Unrealized
AMG AFFILIATED MANAGERS GROUP COM 0.0%
Value ($000) $12 Shares 73 Est. Cost $153.31 Unrealized +1.0%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $12 Shares 100 Est. Cost $120.00 Unrealized
SAIC SCIENCE APPLICATNS INTL CP NEW COM 0.0%
Value ($000) $12 Shares 166 Est. Cost $73.48 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $12 Shares 82 Est. Cost $134.15 Unrealized
RITM NEW RESIDENTIAL INVESTMENT CORP 0.0%
Value ($000) $12 Shares 750 Est. Cost $16.00 Unrealized
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $12 Shares 365 Est. Cost $32.88 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $12 Shares 423 Est. Cost $25.78 Unrealized
GDXJ VANECK VECTORS JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $12 Shares 349 Est. Cost $37.25 Unrealized
DOW CHEM CO COM 0.0%
Value ($000) $11 Shares 171 Est. Cost $63.54 Unrealized
ALTRIA GROUP INC 0.0%
Value ($000) $11 Shares 150 Est. Cost $68.06 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $10 Shares 70 Est. Cost $142.86 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $10 Shares 195 Est. Cost $49.18 Unrealized
WILLIAMS PARTNERS LP 0.0%
Value ($000) $10 Shares 260 Est. Cost $42.31 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $10 Shares 231 Est. Cost $9.94 Unrealized -9.8%
ETFS PHYSICAL PALLADIUM SHARES 0.0%
Value ($000) $10 Shares 119 Est. Cost $75.63 Unrealized
EWA ISHARES MSCI AUSTRALIA ETF 0.0%
Value ($000) $9 Shares 434 Est. Cost $23.04 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $9 Shares 282 Est. Cost $31.91 Unrealized
VANECK VECTORS RARE EARTH/STRATEGIC METALS ETF 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.00 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 210 Est. Cost $42.86 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $9 Shares 235 Est. Cost $26.74 Unrealized +34.9%
PM PHILIP MORRIS INTL 0.0%
Value ($000) $9 Shares 75 Est. Cost $61.77 Unrealized +20.2%
MTDR MATADOR RES CO COM 0.0%
Value ($000) $8 Shares 361 Est. Cost $22.70 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $8 Shares 9 Est. Cost $40.71 Unrealized +11.6%
CVS CVS HEALTH CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $61.05 Unrealized -1.2%
KO COCA COLA CO 0.0%
Value ($000) $8 Shares 177 Est. Cost $31.21 Unrealized +7.9%
FINANCIAL ENGINES INC COM 0.0%
Value ($000) $8 Shares 216 Est. Cost $44.98 Unrealized
NUANCE COMMUNICATIONS INC COM 0.0%
Value ($000) $8 Shares 465 Est. Cost $14.88 Unrealized
GOOGL ALPHABET INC CL A 0.0%
Value ($000) $7 Shares 8 Est. Cost $46.42 Unrealized 0.0%
BIOVERATIV INC COM 0.0%
Value ($000) $7 Shares 115 Est. Cost $52.17 Unrealized
SHV ISHARES SHORT TREASURY BOND ET 0.0%
Value ($000) $6 Shares 57 Est. Cost $102.49 Unrealized
WIT WIPRO LTD SPON ADR 1 SH 0.0%
Value ($000) $6 Shares 1,214 Est. Cost $7.41 Unrealized
SLVP ISHARES MSCI GLOBAL SILVER MINERS ETF 0.0%
Value ($000) $6 Shares 512 Est. Cost $11.72 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $6 Shares 71 Est. Cost $75.06 Unrealized 0.0%
ETFS PHYSICAL PLATINUM SHARES 0.0%
Value ($000) $5 Shares 52 Est. Cost $96.15 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $5 Shares 226 Est. Cost $22.12 Unrealized
WASHINGTON PRIME GROUP NEW COM 0.0%
Value ($000) $5 Shares 635 Est. Cost $9.38 Unrealized
BLKB BLACKBAUD INC COM 0.0%
Value ($000) $5 Shares 59 Est. Cost $80.75 Unrealized 0.0%
RANDGOLD RES LTD ADR 0.0%
Value ($000) $4 Shares 41 Est. Cost $97.56 Unrealized
AMZN AMAZON COM INC COM 0.0%
Value ($000) $4 Shares 4 Est. Cost $41.32 Unrealized +15.5%
BWX SPDR BLOOMBERG BARCLAYS INTERNATIONAL TREASURY BOND ETF 0.0%
Value ($000) $4 Shares 162 Est. Cost $24.69 Unrealized
BWZ SPDR BLOOMBERG BARCLAYS SHORT TERM INTERNATIONAL TREASURY BOND ETF 0.0%
Value ($000) $4 Shares 131 Est. Cost $30.53 Unrealized
ADVAXIS INC 0.0%
Value ($000) $3 Shares 500 Est. Cost $8.00 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $3 Shares 27 Est. Cost $73.74 Unrealized +14.0%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $3 Shares 22 Est. Cost $109.68 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $3 Shares 46 Est. Cost $40.63 Unrealized +14.3%
NEM NEWMONT MINING CORP COM 0.0%
Value ($000) $3 Shares 95 Est. Cost $27.52 Unrealized -3.4%
NABORS INDUSTRIES LTD SHS 0.0%
Value ($000) $3 Shares 429 Est. Cost $13.99 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $2 Shares 141 Est. Cost $16.00 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $2 Shares 36 Est. Cost $55.56 Unrealized
ANGLOGOLD ASHANTI LTD SPONSORED ADR 0.0%
Value ($000) $2 Shares 179 Est. Cost $11.17 Unrealized
KGC KINROSS GOLD CORP COM NO PAR 0.0%
Value ($000) $2 Shares 527 Est. Cost $3.59 Unrealized +10.8%
VWO VANGUARD FTSE EMG MKTS 0.0%
Value ($000) $2 Shares 56 Est. Cost $35.71 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $96.69 Unrealized 0.0%
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $2 Shares 43 Est. Cost $47.59 Unrealized
GPRO GOPRO INC 0.0%
Value ($000) $2 Shares 230 Est. Cost $8.46 Unrealized 0.0%
QUANTENNA COMMUNICATIONS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
HFF INC CL A 0.0%
Value ($000) $2 Shares 70 Est. Cost $28.57 Unrealized
NLR VANECK VECTORS URANIUM NUCLEAR ENERGY ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $60.61 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $5.76 Unrealized +46.9%
NVDA NVIDIA CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $2.62 Unrealized +19.5%
MONSANTO CO NEW COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $1 Shares 21 Est. Cost $31.04 Unrealized -16.7%
CORMEDIX INC 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $1.50 Unrealized
DRIVE SHACK INC 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.00 Unrealized
AROTECH CORP 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 28 Est. Cost $23.30 Unrealized -12.6%
DIANA CONTAINERSHIPS INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
BND VANGUARD TOTAL BD MARKET ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $18.12 Unrealized +43.6%
TXT TEXTRON INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $47.66 Unrealized -2.4%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $23.96 Unrealized -15.7%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $12.69 Unrealized -3.7%
AROC ARCHROCK INC 0.0%
Value ($000) $0 Shares 34 Est. Cost $7.06 Unrealized 0.0%
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 0.0%
Value ($000) $0 Shares 60 Est. Cost Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $30.95 Unrealized -6.2%
EXTERRAN CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
SANOFI CONTGNT VAL RT 0.0%
Value ($000) $0 Shares 212 Est. Cost Unrealized
NAVIDEA BIOPHARM INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.00 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $13.10 Unrealized -4.8%
VALEANT PHARMACEUTICALS INTL I COM 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized