SIMON QUICK ADVISORS, LLC Diversified Active

CIK: 0001692038 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 29, 2019

Total Value ($000): $275,102 (100.0% shares, 0.0% debt)

Holdings (337)

IWD ISHARES RUSSELL 1000 VALUE ETF 9.1%
Value ($000) $24,957 Shares 224,741 Est. Cost $117.39 Unrealized
ALERIAN MLP ETF 8.4%
Value ($000) $22,974 Shares 2,631,603 Est. Cost $9.38 Unrealized
IWM ISHARES RUSSELL 2000 ETF 7.4%
Value ($000) $20,333 Shares 151,854 Est. Cost $138.13 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 6.9%
Value ($000) $18,923 Shares 144,548 Est. Cost $114.82 Unrealized
EFA ISHARES MSCI EAFE ETF 6.5%
Value ($000) $17,886 Shares 304,288 Est. Cost $59.25 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 6.1%
Value ($000) $16,857 Shares 156,755 Est. Cost $120.48 Unrealized
IWB ISHARES RUSSELL 1000 ETF 5.4%
Value ($000) $14,723 Shares 106,160 Est. Cost $143.69 Unrealized
SPY SPDR SP 500 ETF 4.1%
Value ($000) $11,380 Shares 45,536 Est. Cost $235.28 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 3.3%
Value ($000) $9,180 Shares 30 Est. Cost $309674.97 Unrealized +1.1%
EEM ISHARES MSCI EMERGING MARKETS ETF 3.2%
Value ($000) $8,934 Shares 228,725 Est. Cost $39.29 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 3.1%
Value ($000) $8,518 Shares 50,702 Est. Cost $184.94 Unrealized
VUG VANGUARD GROWTH INDEX FUND 3.0%
Value ($000) $8,268 Shares 61,546 Est. Cost $122.82 Unrealized
BAC BANK AMER CORP COM 2.6%
Value ($000) $7,074 Shares 287,074 Est. Cost $15.68 Unrealized +45.4%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND 2.2%
Value ($000) $6,171 Shares 79,129 Est. Cost $80.35 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 2.2%
Value ($000) $6,132 Shares 93,675 Est. Cost $73.65 Unrealized
IVV ISHARES CORE SP 500 ETF 2.2%
Value ($000) $5,978 Shares 23,759 Est. Cost $247.30 Unrealized
GOLUB CAP BDC INC COM 2.0%
Value ($000) $5,518 Shares 334,626 Est. Cost $17.93 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 1.8%
Value ($000) $4,824 Shares 103,795 Est. Cost $87.61 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 1.2%
Value ($000) $3,171 Shares 27,887 Est. Cost $118.13 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE ETF 1.0%
Value ($000) $2,858 Shares 37,427 Est. Cost $79.60 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.9%
Value ($000) $2,456 Shares 16,719 Est. Cost $147.60 Unrealized
VBK VANGUARD SMALLCAP GROWTH INDEX FUND 0.9%
Value ($000) $2,417 Shares 16,050 Est. Cost $142.77 Unrealized
IVW ISHARES SP 500 GROWTH ETF 0.8%
Value ($000) $2,248 Shares 14,918 Est. Cost $130.56 Unrealized
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.8%
Value ($000) $2,188 Shares 41,650 Est. Cost $55.04 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.7%
Value ($000) $1,863 Shares 19,021 Est. Cost $98.88 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.6%
Value ($000) $1,687 Shares 15,531 Est. Cost $75.77 Unrealized +6.9%
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.6%
Value ($000) $1,636 Shares 38,989 Est. Cost $41.96 Unrealized
IJR ISHARES SP SMALLCAP FUND 0.5%
Value ($000) $1,487 Shares 21,449 Est. Cost $75.16 Unrealized
IJH ISHARES SP MIDCAP FUND 0.5%
Value ($000) $1,412 Shares 8,504 Est. Cost $170.41 Unrealized
AAPL APPLE INC COM 0.5%
Value ($000) $1,298 Shares 8,229 Est. Cost $33.10 Unrealized +39.0%
MSFT MICROSOFT CORP COM 0.4%
Value ($000) $1,055 Shares 10,385 Est. Cost $63.88 Unrealized +56.5%
VB VANGUARD SMALLCAP INDEX FUND 0.3%
Value ($000) $926 Shares 7,019 Est. Cost $133.00 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.3%
Value ($000) $922 Shares 24,855 Est. Cost $37.19 Unrealized
ISHARES CORE TOT USD BND MKT ETF 0.3%
Value ($000) $869 Shares 17,649 Est. Cost $49.23 Unrealized
VOE VANGUARD MIDCAP VALUE INDEX FUND 0.3%
Value ($000) $756 Shares 7,935 Est. Cost $97.59 Unrealized
VOT VANGUARD MIDCAP GROWTH INDEX FUND 0.3%
Value ($000) $745 Shares 6,224 Est. Cost $105.98 Unrealized
UNM UNUM GROUP 0.3%
Value ($000) $705 Shares 24,000 Est. Cost $41.72 Unrealized -16.1%
DEI DOUGLAS EMMETT INC COM 0.2%
Value ($000) $628 Shares 18,400 Est. Cost $36.55 Unrealized
DBEF X TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.2%
Value ($000) $622 Shares 22,294 Est. Cost $27.90 Unrealized
GVI ISHARES INTERMEDIATE GOVERNMENTCREDIT BOND ETF 0.2%
Value ($000) $607 Shares 5,609 Est. Cost $108.35 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.2%
Value ($000) $604 Shares 4,734 Est. Cost $141.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $588 Shares 2,880 Est. Cost $205.82 Unrealized +1.5%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FD 0.2%
Value ($000) $570 Shares 5,818 Est. Cost $87.34 Unrealized
MRK MERCK CO INC COM 0.2%
Value ($000) $492 Shares 6,443 Est. Cost $45.29 Unrealized +24.8%
ALPHABET INC CL C 0.2%
Value ($000) $492 Shares 475 Est. Cost $1071.62 Unrealized
VBR VANGUARD SMALLCAP VALUE INDEX FUND 0.2%
Value ($000) $442 Shares 3,875 Est. Cost $126.75 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $429 Shares 4,807 Est. Cost $91.22 Unrealized
JPMORGAN CHASE CO COM 0.1%
Value ($000) $410 Shares 4,201 Est. Cost $93.79 Unrealized
META FACEBOOK INC CL A 0.1%
Value ($000) $394 Shares 3,008 Est. Cost $179.56 Unrealized -19.9%
JNJ JOHNSON JOHNSON COM 0.1%
Value ($000) $377 Shares 2,918 Est. Cost $101.28 Unrealized +12.7%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $343 Shares 3,150 Est. Cost $79.37 Unrealized +6.8%
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $336 Shares 3,063 Est. Cost $96.69 Unrealized +12.8%
3M CO COM 0.1%
Value ($000) $312 Shares 1,640 Est. Cost $249.63 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $302 Shares 4,171 Est. Cost $40.93 Unrealized +51.8%
HD HOME DEPOT INC COM 0.1%
Value ($000) $301 Shares 1,754 Est. Cost $124.23 Unrealized +21.1%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $292 Shares 2,210 Est. Cost $117.56 Unrealized +0.1%
CISCO SYS INC COM 0.1%
Value ($000) $284 Shares 6,546 Est. Cost $42.53 Unrealized
ALPHABET INC CAP STK CL A 0.1%
Value ($000) $271 Shares 259 Est. Cost $1084.34 Unrealized
MDY SPDR SP MIDCAP 400 ETF 0.1%
Value ($000) $268 Shares 885 Est. Cost $361.73 Unrealized
VOO VANGUARD SANDP 500 ETF 0.1%
Value ($000) $266 Shares 1,157 Est. Cost $249.45 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.1%
Value ($000) $262 Shares 2,378 Est. Cost $110.00 Unrealized
AZO AUTOZONE INC 0.1%
Value ($000) $251 Shares 299 Est. Cost $743.00 Unrealized +7.9%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $242 Shares 4,397 Est. Cost $65.95 Unrealized
SCHX SCHWAB US LARGECAP ETF 0.1%
Value ($000) $237 Shares 3,972 Est. Cost $57.41 Unrealized
ARRAY BIOPHARMA INC COM 0.1%
Value ($000) $227 Shares 15,958 Est. Cost $14.79 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $224 Shares 3,414 Est. Cost $59.01 Unrealized +0.6%
CPRT COPART INC COM 0.1%
Value ($000) $223 Shares 4,661 Est. Cost $9.79 Unrealized +26.1%
INTC INTEL CORP COM 0.1%
Value ($000) $211 Shares 4,492 Est. Cost $39.87 Unrealized +0.8%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $202 Shares 3,033 Est. Cost $57.70 Unrealized -0.7%
ECL ECOLAB INC COM 0.1%
Value ($000) $200 Shares 1,360 Est. Cost $116.37 Unrealized +21.6%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $194 Shares 3,128 Est. Cost $60.96 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US INDEX FUND 0.1%
Value ($000) $193 Shares 4,238 Est. Cost $52.10 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $191 Shares 8,036 Est. Cost $26.54 Unrealized
DLTR DOLLAR TREE INC COM 0.1%
Value ($000) $182 Shares 2,018 Est. Cost $84.46 Unrealized 0.0%
TTWO TAKETWO INTERACTIVE SOFTWARE COM 0.1%
Value ($000) $180 Shares 1,750 Est. Cost $111.86 Unrealized +2.9%
NETFLIX INC COM 0.1%
Value ($000) $179 Shares 668 Est. Cost $238.40 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $172 Shares 6,084 Est. Cost $31.51 Unrealized
CME CME GROUP INC COM CL A 0.1%
Value ($000) $167 Shares 887 Est. Cost $107.63 Unrealized +32.2%
STARS GROUP INCTHE 0.1%
Value ($000) $164 Shares 9,937 Est. Cost $36.28 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $162 Shares 2,520 Est. Cost $46.84 Unrealized +14.5%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $159 Shares 1,894 Est. Cost $79.51 Unrealized +4.5%
NOMAD FOODS LTD 0.1%
Value ($000) $159 Shares 9,483 Est. Cost $19.15 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $155 Shares 3,354 Est. Cost $40.90 Unrealized +2.8%
CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $154 Shares 957 Est. Cost $216.39 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $151 Shares 2,984 Est. Cost $51.08 Unrealized
T ATT INC COM 0.1%
Value ($000) $148 Shares 5,202 Est. Cost $14.42 Unrealized -2.8%
TWITTER INC 0.1%
Value ($000) $146 Shares 5,092 Est. Cost $43.66 Unrealized
ERIC ERICSSON ADR B SEK 10 0.1%
Value ($000) $145 Shares 16,348 Est. Cost $6.40 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $140 Shares 2,693 Est. Cost $49.45 Unrealized -0.2%
BSV VANGUARD SHORT TERM BOND INDEX FUND 0.1%
Value ($000) $138 Shares 1,758 Est. Cost $78.50 Unrealized
BIOGEN INC COM 0.0%
Value ($000) $137 Shares 456 Est. Cost $326.35 Unrealized
KLAC KLA TENCOR CORP COM 0.0%
Value ($000) $137 Shares 1,535 Est. Cost $84.23 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $133 Shares 3,918 Est. Cost $29.91 Unrealized +1.7%
VMWARE INC CL A COM 0.0%
Value ($000) $132 Shares 963 Est. Cost $113.98 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $130 Shares 2,081 Est. Cost $54.43 Unrealized -2.6%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $129 Shares 2,275 Est. Cost $52.08 Unrealized -2.4%
BLACKSTONE GROUP L P COM UNIT LTD 0.0%
Value ($000) $126 Shares 4,222 Est. Cost $29.84 Unrealized
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $125 Shares 2,544 Est. Cost $41.53 Unrealized +27.2%
ITRI ITRON INC COM 0.0%
Value ($000) $124 Shares 2,624 Est. Cost $71.99 Unrealized -26.6%
TOTAL S A SPONSORED ADR 0.0%
Value ($000) $124 Shares 2,379 Est. Cost $52.12 Unrealized
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $124 Shares 2,300 Est. Cost $48.91 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.0%
Value ($000) $120 Shares 1,873 Est. Cost $64.07 Unrealized
MSGS MADISON SQUARE GARDEN CO CL A 0.0%
Value ($000) $119 Shares 445 Est. Cost $184.84 Unrealized +5.3%
BROADCOM INC 0.0%
Value ($000) $114 Shares 447 Est. Cost $241.47 Unrealized
CPS COOPER STD HLDGS INC COM 0.0%
Value ($000) $112 Shares 1,805 Est. Cost $113.34 Unrealized -28.8%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $111 Shares 648 Est. Cost $200.49 Unrealized -15.9%
CIGNA CORPORATION COM 0.0%
Value ($000) $110 Shares 580 Est. Cost $190.58 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $106 Shares 1,115 Est. Cost $67.61 Unrealized +40.5%
VARIAN MED SYS INC COM 0.0%
Value ($000) $105 Shares 927 Est. Cost $114.02 Unrealized
INTERXION HOLDING NV SHS 0.0%
Value ($000) $101 Shares 1,866 Est. Cost $56.54 Unrealized
SCHR SCHWAB INTERMEDIATETERM US TREASURY ETF 0.0%
Value ($000) $101 Shares 1,910 Est. Cost $52.92 Unrealized
CHD CHURCH DWIGHT INC COM 0.0%
Value ($000) $100 Shares 1,525 Est. Cost $44.34 Unrealized +31.1%
SDY SPDR SP DIVIDEND ETF 0.0%
Value ($000) $99 Shares 1,102 Est. Cost $89.12 Unrealized
VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $98 Shares 1,750 Est. Cost $53.89 Unrealized
WABCO HLDGS INC COM 0.0%
Value ($000) $97 Shares 900 Est. Cost $139.43 Unrealized
SPDR SSGA GENDER DIVRSTY INDX ETF 0.0%
Value ($000) $96 Shares 1,500 Est. Cost $72.33 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $93 Shares 350 Est. Cost $243.49 Unrealized +11.4%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $93 Shares 2,452 Est. Cost $38.77 Unrealized
EVERTEC INC 0.0%
Value ($000) $93 Shares 3,226 Est. Cost $22.89 Unrealized
JOHN HANCOCK MULTIFACTOR ENERGY ETF 0.0%
Value ($000) $91 Shares 3,973 Est. Cost $22.90 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $88 Shares 1,200 Est. Cost $68.26 Unrealized +13.3%
ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $88 Shares 2,664 Est. Cost $34.19 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $88 Shares 625 Est. Cost $121.93 Unrealized +16.3%
TRANSUNION 0.0%
Value ($000) $88 Shares 1,550 Est. Cost $68.71 Unrealized
FEDEX CORP COM 0.0%
Value ($000) $87 Shares 541 Est. Cost $233.42 Unrealized
GRUBHUB INC 0.0%
Value ($000) $86 Shares 1,117 Est. Cost $100.02 Unrealized
SCHM SCHWAB US MID-CAP ETF 0.0%
Value ($000) $86 Shares 1,797 Est. Cost $54.59 Unrealized
LBRDK LIBERTY BROADBAND - SER C 0.0%
Value ($000) $86 Shares 1,197 Est. Cost $70.91 Unrealized +5.8%
PROSHARES ULTRAPRO SHORT 20 PLUS YEAR TREASURY 0.0%
Value ($000) $86 Shares 3,354 Est. Cost $25.64 Unrealized
PANDORA MEDIA INC 0.0%
Value ($000) $85 Shares 10,528 Est. Cost $8.20 Unrealized
SCHA SCHWAB US SMALLCAP ETF 0.0%
Value ($000) $83 Shares 1,365 Est. Cost $63.86 Unrealized
ISHARES EDGE MSCI USA VALUE FCTR 0.0%
Value ($000) $82 Shares 1,125 Est. Cost $81.98 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $81 Shares 1,081 Est. Cost $62.60 Unrealized +11.6%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $81 Shares 698 Est. Cost $101.81 Unrealized +19.0%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $81 Shares 2,311 Est. Cost $35.99 Unrealized -14.9%
GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $81 Shares 482 Est. Cost $243.99 Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $78 Shares 1,110 Est. Cost $75.00 Unrealized +11.4%
UNP UNION PAC CORP COM 0.0%
Value ($000) $78 Shares 566 Est. Cost $124.98 Unrealized +1.2%
PCAR PACCAR INC COM 0.0%
Value ($000) $77 Shares 1,352 Est. Cost $29.94 Unrealized 0.0%
LOW LOWES COS INC COM 0.0%
Value ($000) $76 Shares 825 Est. Cost $74.14 Unrealized +14.1%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $74 Shares 419 Est. Cost $122.11 Unrealized +22.9%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $73 Shares 475 Est. Cost $44.55 Unrealized +13.6%
MANU MANCHESTER UTD PLC NEW ORD CL A 0.0%
Value ($000) $72 Shares 3,775 Est. Cost $18.27 Unrealized +9.8%
TBT PROSHARES ULTRASHORT 20 PLUS YEAR TREASURY 0.0%
Value ($000) $72 Shares 2,060 Est. Cost $34.95 Unrealized
AMZN AMAZON COM INC COM 0.0%
Value ($000) $69 Shares 46 Est. Cost $56.42 Unrealized +47.3%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $69 Shares 600 Est. Cost $83.75 Unrealized +34.6%
DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $68 Shares 784 Est. Cost $85.69 Unrealized
VCSH VANGUARD SHORT TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $68 Shares 869 Est. Cost $77.84 Unrealized
ADTRAN INC COM 0.0%
Value ($000) $68 Shares 6,323 Est. Cost $18.73 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $68 Shares 775 Est. Cost $75.45 Unrealized +6.9%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $68 Shares 625 Est. Cost $97.95 Unrealized +10.8%
KKR KKR AND CO INC CL A 0.0%
Value ($000) $67 Shares 3,392 Est. Cost $21.06 Unrealized 0.0%
VO VANGUARD MID CAP INDEX FUND 0.0%
Value ($000) $67 Shares 482 Est. Cost $139.00 Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $66 Shares 670 Est. Cost $95.27 Unrealized 0.0%
V VISA INC COM CL A 0.0%
Value ($000) $66 Shares 504 Est. Cost $99.74 Unrealized +31.8%
FXI ISHARES CHINA LARGECAP ETF 0.0%
Value ($000) $66 Shares 1,688 Est. Cost $38.75 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $65 Shares 602 Est. Cost $75.08 Unrealized +31.4%
HAS HASBRO INC 0.0%
Value ($000) $65 Shares 794 Est. Cost $75.23 Unrealized -4.8%
CTRA CABOT OIL GAS CORP COM 0.0%
Value ($000) $65 Shares 2,925 Est. Cost $18.92 Unrealized -5.4%
ABBV ABBVIE INC 0.0%
Value ($000) $64 Shares 693 Est. Cost $64.80 Unrealized 0.0%
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $64 Shares 625 Est. Cost $74.87 Unrealized +17.4%
TRIP TRIPADVISOR INC COM 0.0%
Value ($000) $64 Shares 1,184 Est. Cost $36.90 Unrealized +33.4%
UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $64 Shares 255 Est. Cost $232.63 Unrealized
INGERSOLLRAND PLC SHS 0.0%
Value ($000) $63 Shares 689 Est. Cost $91.53 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $62 Shares 3,755 Est. Cost $17.29 Unrealized 0.0%
EFX EQUIFAX INC COM 0.0%
Value ($000) $61 Shares 650 Est. Cost $111.81 Unrealized -10.4%
HD SPLY HOLDINGS INC 0.0%
Value ($000) $61 Shares 1,637 Est. Cost $42.88 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $61 Shares 478 Est. Cost $131.30 Unrealized +2.9%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $60 Shares 658 Est. Cost $64.99 Unrealized +20.6%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $60 Shares 700 Est. Cost $75.19 Unrealized +0.9%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $59 Shares 942 Est. Cost $53.41 Unrealized 0.0%
PFE PFIZER INC COM 0.0%
Value ($000) $57 Shares 1,300 Est. Cost $21.34 Unrealized +40.7%
LIBERTY BRAVES GROUP 0.0%
Value ($000) $56 Shares 2,268 Est. Cost $25.84 Unrealized
CDW CORPDE 0.0%
Value ($000) $55 Shares 675 Est. Cost $80.00 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $54 Shares 1,202 Est. Cost $44.38 Unrealized +3.4%
ALTRIA GROUP INC COM 0.0%
Value ($000) $54 Shares 1,097 Est. Cost $51.14 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $54 Shares 275 Est. Cost $159.48 Unrealized +24.5%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $53 Shares 1,549 Est. Cost $38.73 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $53 Shares 281 Est. Cost $145.03 Unrealized +31.6%
SCHW SCHWAB CHARLES CORP NEW COM 0.0%
Value ($000) $52 Shares 1,260 Est. Cost $42.61 Unrealized -4.0%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $52 Shares 500 Est. Cost $108.32 Unrealized -2.1%
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $51 Shares 1,064 Est. Cost $55.90 Unrealized
APTIV PLC SHS 0.0%
Value ($000) $51 Shares 825 Est. Cost $85.49 Unrealized
ASML ASML HLDG NV 0.0%
Value ($000) $51 Shares 325 Est. Cost $196.43 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $50 Shares 1,539 Est. Cost $42.42 Unrealized -25.3%
CONCHO RES INC COM 0.0%
Value ($000) $49 Shares 475 Est. Cost $103.16 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $48 Shares 160 Est. Cost $224.59 Unrealized +37.9%
IPG PHOTONICS CORP COM 0.0%
Value ($000) $48 Shares 425 Est. Cost $177.47 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $48 Shares 700 Est. Cost $67.05 Unrealized -3.0%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $48 Shares 2,345 Est. Cost $29.89 Unrealized
SEACOR MARINE HOLDINGS 0.0%
Value ($000) $45 Shares 3,800 Est. Cost $22.89 Unrealized
INOD INNODATA INC COM NEW 0.0%
Value ($000) $45 Shares 30,273 Est. Cost $2.26 Unrealized -32.0%
58COM INC 0.0%
Value ($000) $43 Shares 800 Est. Cost $68.75 Unrealized
Z ZILLOW GRP INC CL C 0.0%
Value ($000) $43 Shares 1,353 Est. Cost $55.41 Unrealized -35.9%
MELLANOX TECHNOLOGIES LTD SHS 0.0%
Value ($000) $43 Shares 463 Est. Cost $68.67 Unrealized
LIND CAPITAL ACQUISITION CORP II 0.0%
Value ($000) $43 Shares 3,159 Est. Cost $12.03 Unrealized +10.9%
SCHO SCHWAB SHORTTERM US TREASURY ETF 0.0%
Value ($000) $43 Shares 859 Est. Cost $49.80 Unrealized
MOELIS AND CO CL A 0.0%
Value ($000) $43 Shares 1,239 Est. Cost $58.35 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $42 Shares 728 Est. Cost $57.69 Unrealized
CB Chubb Ltd 0.0%
Value ($000) $42 Shares 325 Est. Cost $114.50 Unrealized 0.0%
ARISTA NETWORKS INC 0.0%
Value ($000) $42 Shares 199 Est. Cost $251.31 Unrealized
TRAVELPORT WORLDWIDE LTD 0.0%
Value ($000) $42 Shares 2,684 Est. Cost $18.34 Unrealized
UBS AG FI ENHANCED LARGE CAP GROWTH ETN 0.0%
Value ($000) $42 Shares 221 Est. Cost $190.05 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $41 Shares 471 Est. Cost $73.27 Unrealized 0.0%
DOWDUPONT INC 0.0%
Value ($000) $41 Shares 771 Est. Cost $65.69 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $40 Shares 425 Est. Cost $76.15 Unrealized +3.9%
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 0.0%
Value ($000) $39 Shares 1,297 Est. Cost $34.79 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $39 Shares 2,153 Est. Cost $18.11 Unrealized
FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $38 Shares 375 Est. Cost $93.47 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $38 Shares 287 Est. Cost $117.48 Unrealized 0.0%
EXXON MOBIL CORP COM 0.0%
Value ($000) $37 Shares 544 Est. Cost $70.44 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $37 Shares 950 Est. Cost $50.61 Unrealized -26.0%
CALY CALLAWAY GOLF CO COM 0.0%
Value ($000) $36 Shares 2,383 Est. Cost $16.07 Unrealized +24.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $36 Shares 400 Est. Cost $67.11 Unrealized +14.9%
LIBERTY MEDIA CORP-LIBERTY FORMULA ONE 0.0%
Value ($000) $35 Shares 1,144 Est. Cost $36.94 Unrealized
ANGI HOMESERVICES INC COM CL A 0.0%
Value ($000) $34 Shares 2,086 Est. Cost $16.30 Unrealized
VALE VALE S A ADR 0.0%
Value ($000) $33 Shares 2,500 Est. Cost $13.00 Unrealized
ALIBABA GROUP HOLDING LTD 0.0%
Value ($000) $33 Shares 239 Est. Cost $182.23 Unrealized
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $33 Shares 400 Est. Cost $79.13 Unrealized -4.8%
LEA LEAR CORP COM NEW 0.0%
Value ($000) $32 Shares 260 Est. Cost $115.32 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $32 Shares 2,100 Est. Cost $11.69 Unrealized -4.2%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $32 Shares 300 Est. Cost $113.44 Unrealized 0.0%
PARETEUM CORP COM NEW 0.0%
Value ($000) $32 Shares 18,656 Est. Cost $2.47 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $31 Shares 546 Est. Cost $70.43 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $31 Shares 650 Est. Cost $34.91 Unrealized +10.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $30 Shares 500 Est. Cost $57.00 Unrealized 0.0%
AMGN AMGEN INC COM 0.0%
Value ($000) $30 Shares 154 Est. Cost $154.08 Unrealized +1.8%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $30 Shares 310 Est. Cost $85.48 Unrealized -4.0%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $30 Shares 509 Est. Cost $58.94 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $29 Shares 103 Est. Cost $313.65 Unrealized 0.0%
WMT WALMART INC COM 0.0%
Value ($000) $28 Shares 305 Est. Cost $28.76 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $27 Shares 400 Est. Cost $67.50 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $27 Shares 172 Est. Cost $103.81 Unrealized +24.7%
IFF INTERNATIONAL FLAVORS AND FRAGRANC COM 0.0%
Value ($000) $27 Shares 200 Est. Cost $114.56 Unrealized 0.0%
JDCOM INC 0.0%
Value ($000) $27 Shares 1,300 Est. Cost $38.46 Unrealized
FMC F M C CORP COM NEW 0.0%
Value ($000) $27 Shares 366 Est. Cost $57.42 Unrealized 0.0%
ORACLE CORP COM 0.0%
Value ($000) $27 Shares 600 Est. Cost $47.05 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $25 Shares 500 Est. Cost $61.73 Unrealized -12.4%
SWK STANLEY BLACK AND DECKER INC 0.0%
Value ($000) $24 Shares 200 Est. Cost $108.74 Unrealized -6.6%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $24 Shares 645 Est. Cost $36.86 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $24 Shares 233 Est. Cost $116.64 Unrealized 0.0%
SIGA SIGA TECHNOLOGIES INC COM 0.0%
Value ($000) $24 Shares 3,000 Est. Cost $4.19 Unrealized 0.0%
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $23 Shares 506 Est. Cost $52.53 Unrealized
FLAHERTY AND CRUMRINE DYN PFD SHS 0.0%
Value ($000) $22 Shares 1,066 Est. Cost $20.64 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $22 Shares 228 Est. Cost $304.43 Unrealized
XBI SPDR SP BIOTECH ETF 0.0%
Value ($000) $21 Shares 294 Est. Cost $73.48 Unrealized
AOS SMITH A O COM 0.0%
Value ($000) $21 Shares 500 Est. Cost $40.35 Unrealized 0.0%
BGC PARTNERS INC CL A 0.0%
Value ($000) $21 Shares 4,000 Est. Cost $14.50 Unrealized
CEDAR FAIR L P DEPOSITRY UNIT 0.0%
Value ($000) $21 Shares 446 Est. Cost $47.09 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $21 Shares 400 Est. Cost $57.05 Unrealized -16.4%
WMB WILLIAMS COS INC DEL COM 0.0%
Value ($000) $20 Shares 888 Est. Cost $18.71 Unrealized -10.4%
REDFIN CORP 0.0%
Value ($000) $19 Shares 1,300 Est. Cost $23.08 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $19 Shares 622 Est. Cost $26.17 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP DEL COM 0.0%
Value ($000) $19 Shares 311 Est. Cost $59.19 Unrealized +0.5%
ATMP BARCLAYS ETN SELECT MLP ETN 0.0%
Value ($000) $18 Shares 998 Est. Cost $18.04 Unrealized
AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $18 Shares 555 Est. Cost $41.61 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $18 Shares 272 Est. Cost $58.95 Unrealized 0.0%
PEP PEPSICO INC COM 0.0%
Value ($000) $18 Shares 166 Est. Cost $87.55 Unrealized +3.6%
AQUA AMERICA INC COM 0.0%
Value ($000) $17 Shares 498 Est. Cost $32.13 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND 0.0%
Value ($000) $16 Shares 250 Est. Cost $64.00 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $16 Shares 400 Est. Cost $35.21 Unrealized +1.6%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $16 Shares 175 Est. Cost $67.71 Unrealized +10.4%
RILY B RILEY FINL INC COM 0.0%
Value ($000) $15 Shares 1,022 Est. Cost $18.38 Unrealized 0.0%
NMRK NEWMARK GROUP INC CL A 0.0%
Value ($000) $15 Shares 1,855 Est. Cost $8.48 Unrealized 0.0%
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $14 Shares 100 Est. Cost $142.09 Unrealized
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $13 Shares 85 Est. Cost $164.71 Unrealized
LBRDA LIBERTY BROADBAND SER A 0.0%
Value ($000) $13 Shares 182 Est. Cost $70.57 Unrealized +6.6%
EPP ISHARES MSCI PACIFIC EX JAPAN ETF 0.0%
Value ($000) $12 Shares 293 Est. Cost $40.96 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $12 Shares 231 Est. Cost $9.94 Unrealized +13.4%
ESLT ELBIT SYS LTD ORD 0.0%
Value ($000) $11 Shares 100 Est. Cost $118.73 Unrealized -5.2%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $11 Shares 375 Est. Cost $32.42 Unrealized 0.0%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $10 Shares 411 Est. Cost $24.33 Unrealized
HOVNANIAN ENTERPRISES INC CL A 0.0%
Value ($000) $10 Shares 15,000 Est. Cost $2.38 Unrealized
LIBERTY BRAVES GROUP 0.0%
Value ($000) $9 Shares 373 Est. Cost $24.96 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $9 Shares 166 Est. Cost $44.81 Unrealized -8.5%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $9 Shares 162 Est. Cost $67.09 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC CL A 0.0%
Value ($000) $9 Shares 406 Est. Cost $27.09 Unrealized
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $9 Shares 134 Est. Cost $51.33 Unrealized 0.0%
FLEX FLEX LTD ORD 0.0%
Value ($000) $7 Shares 980 Est. Cost $6.99 Unrealized 0.0%
ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $7 Shares 139 Est. Cost $53.90 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $7 Shares 47 Est. Cost $130.24 Unrealized +9.7%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $7 Shares 188 Est. Cost $51.21 Unrealized -35.4%
CELGENE CORP COM 0.0%
Value ($000) $7 Shares 104 Est. Cost $67.31 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $6 Shares 161 Est. Cost $35.01 Unrealized 0.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FD 0.0%
Value ($000) $6 Shares 101 Est. Cost $70.69 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $6 Shares 125 Est. Cost $29.95 Unrealized -9.3%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $6 Shares 88 Est. Cost $61.76 Unrealized 0.0%
SVB FINL GROUP COM 0.0%
Value ($000) $6 Shares 33 Est. Cost $244.90 Unrealized
INVESCO QQQ TRUST SERIES 0.0%
Value ($000) $5 Shares 30 Est. Cost $171.01 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $5 Shares 46 Est. Cost $99.18 Unrealized -11.3%
TGT TARGET CORP COM 0.0%
Value ($000) $5 Shares 79 Est. Cost $63.29 Unrealized 0.0%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $5 Shares 150 Est. Cost $33.33 Unrealized
COTT CORP QUE COM 0.0%
Value ($000) $4 Shares 305 Est. Cost $16.61 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $4 Shares 227 Est. Cost $28.42 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $4 Shares 87 Est. Cost $45.98 Unrealized
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.0%
Value ($000) $4 Shares 310 Est. Cost $12.90 Unrealized
L3 TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $160.00 Unrealized
SEIC SEI INVESTMENTS CO COM 0.0%
Value ($000) $4 Shares 85 Est. Cost $60.18 Unrealized -20.6%
EL ESTEE LAUDER COS INCTHE 0.0%
Value ($000) $4 Shares 33 Est. Cost $124.06 Unrealized 0.0%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $176.95 Unrealized +16.1%
CORMEDIX INC 0.0%
Value ($000) $3 Shares 2,000 Est. Cost Unrealized
BOTZ GLOBAL X ROBOTICS AND ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $3 Shares 203 Est. Cost $14.78 Unrealized
APACHE CORP COM 0.0%
Value ($000) $3 Shares 125 Est. Cost $24.00 Unrealized
ROWAN COMPANIES PLC SHS CL A 0.0%
Value ($000) $3 Shares 310 Est. Cost $9.68 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $71.16 Unrealized -9.1%
PHI INC COM NON VTG 0.0%
Value ($000) $2 Shares 1,165 Est. Cost $11.05 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $2 Shares 183 Est. Cost $13.59 Unrealized 0.0%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $2 Shares 241 Est. Cost $27.69 Unrealized
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $2 Shares 45 Est. Cost $45.43 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
HFF INC CL A 0.0%
Value ($000) $2 Shares 70 Est. Cost $28.57 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $25.37 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $1 Shares 20 Est. Cost $51.09 Unrealized 0.0%
ALLERGAN PLC SHS 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $1 Shares 8 Est. Cost $170.73 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $1 Shares 12 Est. Cost $90.28 Unrealized
REVOLUTION LIGHTING TECHNOLOGI COM NEW 0.0%
Value ($000) $1 Shares 3,305 Est. Cost $3.53 Unrealized
GPRO GOPRO INC CL A 0.0%
Value ($000) $1 Shares 230 Est. Cost $5.57 Unrealized +0.4%
NEKTAR THERAPEUTICS COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
GLOBAL BLOOD THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
NAVIDEA BIOPHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.00 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $6.21 Unrealized 0.0%
EPC EDGEWELL PERS CARE CO COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $39.79 Unrealized 0.0%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $4.74 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $36.99 Unrealized 0.0%
EXTERRAN CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
SKECHERS U S A INC CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 20 Est. Cost $6.50 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $21.62 Unrealized 0.0%
ADVAXIS INC COM NEW 0.0%
Value ($000) $0 Shares 500 Est. Cost $8.00 Unrealized
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $23.79 Unrealized 0.0%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $0 Shares 20 Est. Cost $20.53 Unrealized 0.0%
SERES THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
ALEXION PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
WGO WINNEBAGO INDS INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $26.51 Unrealized 0.0%
ULTRA PETROLEUM CORP COM NEW 0.0%
Value ($000) $0 Shares 58 Est. Cost Unrealized
AROC ARCHROCK INC 0.0%
Value ($000) $0 Shares 34 Est. Cost $7.14 Unrealized -6.4%