SIMON QUICK ADVISORS, LLC Diversified Active

CIK: 0001692038 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 5, 2019

Total Value ($000): $197,403,971 (100.0% shares, 0.0% debt)

Holdings (469)

IWD ISHARES RUSSELL 1000 VALUE ETF 11.9%
Value ($000) $23,567,404 Shares 185,249 Est. Cost $118.52 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 8.9%
Value ($000) $17,655,140 Shares 112,210 Est. Cost $119.90 Unrealized
ALERIAN MLP ETF 8.7%
Value ($000) $17,141,433 Shares 1,740,247 Est. Cost $9.38 Unrealized
SPY SPDR SP 500 ETF 8.6%
Value ($000) $17,049,160 Shares 58,188 Est. Cost $11217.22 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 6.7%
Value ($000) $13,185,703 Shares 109,425 Est. Cost $120.48 Unrealized
VUG VANGUARD GROWTH INDEX FUND 4.7%
Value ($000) $9,276,978 Shares 56,778 Est. Cost $125.74 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 4.4%
Value ($000) $8,779,657 Shares 116,813 Est. Cost $4023.53 Unrealized
BAC BANK AMER CORP COM 3.8%
Value ($000) $7,505,285 Shares 258,803 Est. Cost $15.68 Unrealized +56.3%
ACWX ISHARES MSCI ACWI EX US INDEX FUND 3.3%
Value ($000) $6,597,731 Shares 141,098 Est. Cost $4626.13 Unrealized
EEM ISHARES MSCI EMERGING MKTS 3.1%
Value ($000) $6,153,673 Shares 143,409 Est. Cost $39.29 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND 2.9%
Value ($000) $5,777,753 Shares 66,122 Est. Cost $80.35 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 2.9%
Value ($000) $5,675,308 Shares 101,581 Est. Cost $87.61 Unrealized
VTV VANGUARD VALUE INDEX FUND 2.4%
Value ($000) $4,819,679 Shares 43,452 Est. Cost $13908.11 Unrealized
BALL BALL CORP 2.4%
Value ($000) $4,702,628 Shares 67,190 Est. Cost $57.52 Unrealized +0.1%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 2.0%
Value ($000) $3,984,278 Shares 27,942 Est. Cost $118.13 Unrealized
IWV ISHARES RUSSELL 3000 ETF 1.6%
Value ($000) $3,173,715 Shares 18,413 Est. Cost $20181.53 Unrealized
IVW ISHARES SP 500 GROWTH ETF 1.5%
Value ($000) $2,876,224 Shares 16,047 Est. Cost $3704.32 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE ETF 1.3%
Value ($000) $2,599,188 Shares 29,162 Est. Cost $79.60 Unrealized
EFA ISHARES MSCI EAFE ETF 1.3%
Value ($000) $2,553,444 Shares 38,847 Est. Cost $59.25 Unrealized
GOLUB CAP BDC INC COM 1.0%
Value ($000) $2,052,147 Shares 115,289 Est. Cost $17.93 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.0%
Value ($000) $2,015,392 Shares 10,033 Est. Cost $184.94 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 1.0%
Value ($000) $1,911,843 Shares 14,667 Est. Cost $75.77 Unrealized +27.5%
AAPL APPLE INC COM 0.8%
Value ($000) $1,546,494 Shares 7,814 Est. Cost $33.19 Unrealized +40.5%
VBK VANGUARD SMALLCAP GROWTH INDEX FUND 0.7%
Value ($000) $1,301,628 Shares 6,990 Est. Cost $142.77 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.6%
Value ($000) $1,227,278 Shares 7,892 Est. Cost $138.13 Unrealized
MSFT MICROSOFT CORP COM 0.5%
Value ($000) $1,069,794 Shares 7,986 Est. Cost $68.15 Unrealized +75.4%
VOT VANGUARD MIDCAP GROWTH INDEX FUND 0.5%
Value ($000) $925,170 Shares 6,196 Est. Cost $105.98 Unrealized
IVV ISHARES CORE SP 500 ETF 0.5%
Value ($000) $918,017 Shares 3,115 Est. Cost $247.30 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FD 0.4%
Value ($000) $851,364 Shares 7,393 Est. Cost $92.67 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.4%
Value ($000) $720,463 Shares 4,426 Est. Cost $143.69 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.4%
Value ($000) $707,604 Shares 4,715 Est. Cost $4465.71 Unrealized
IVE ISHARES S AND P 500 VALUE ETF 0.3%
Value ($000) $590,410 Shares 5,065 Est. Cost $15103.54 Unrealized
IJH ISHARES SP MIDCAP FUND 0.3%
Value ($000) $522,948 Shares 2,692 Est. Cost $9615.34 Unrealized
JPMORGAN CHASE CO COM 0.3%
Value ($000) $507,831 Shares 4,542 Est. Cost $5603.44 Unrealized
HD HOME DEPOT INC COM 0.3%
Value ($000) $503,343 Shares 2,420 Est. Cost $135.09 Unrealized +25.5%
IJR ISHARES SP SMALLCAP FUND 0.3%
Value ($000) $496,095 Shares 6,337 Est. Cost $3666.64 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $418,879 Shares 1,965 Est. Cost $205.82 Unrealized +0.5%
MRK MERCK CO INC COM 0.2%
Value ($000) $401,348 Shares 4,786 Est. Cost $47.01 Unrealized +32.2%
VBR VANGUARD SMALLCAP VALUE INDEX FUND 0.2%
Value ($000) $353,654 Shares 2,709 Est. Cost $126.94 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $353,278 Shares 3,548 Est. Cost $91.22 Unrealized
META FACEBOOK INC CL A 0.2%
Value ($000) $339,101 Shares 1,757 Est. Cost $179.56 Unrealized +1.0%
MDY SPDR SP MIDCAP 400 ETF 0.2%
Value ($000) $322,937 Shares 911 Est. Cost $360.86 Unrealized
VOO VANGUARD SANDP 500 ETF 0.2%
Value ($000) $313,109 Shares 1,163 Est. Cost $249.45 Unrealized
ISTB ISHARES CORE 1 5 YR USD BO 0.1%
Value ($000) $294,789 Shares 5,846 Est. Cost $11355.56 Unrealized
CISCO SYS INC COM 0.1%
Value ($000) $292,226 Shares 5,339 Est. Cost $42.53 Unrealized
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $291,408 Shares 4,969 Est. Cost $55.04 Unrealized
3M CO COM 0.1%
Value ($000) $289,347 Shares 1,669 Est. Cost $248.91 Unrealized
JNJ JOHNSON JOHNSON COM 0.1%
Value ($000) $275,496 Shares 1,978 Est. Cost $101.28 Unrealized +13.3%
ECL ECOLAB INC COM 0.1%
Value ($000) $271,480 Shares 1,375 Est. Cost $116.99 Unrealized +48.1%
VOE VANGUARD MIDCAP VALUE INDEX FUND 0.1%
Value ($000) $270,950 Shares 2,434 Est. Cost $97.59 Unrealized
ALPHABET INC CL C 0.1%
Value ($000) $269,147 Shares 249 Est. Cost $1071.62 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $267,018 Shares 3,175 Est. Cost $41.30 Unrealized +70.0%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $229,592 Shares 1,845 Est. Cost $80.82 Unrealized +11.7%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.1%
Value ($000) $220,955 Shares 3,936 Est. Cost $5469.27 Unrealized
CWI SPDR MSCI ACWI EX US ETF 0.1%
Value ($000) $220,692 Shares 6,018 Est. Cost $3993.15 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US 0.1%
Value ($000) $216,096 Shares 4,238 Est. Cost $52.10 Unrealized
SCHO SCHWAB SHORTTERM US TREASURY ETF 0.1%
Value ($000) $214,949 Shares 4,249 Est. Cost $50.12 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $213,649 Shares 1,530 Est. Cost $96.69 Unrealized +32.4%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $208,299 Shares 110 Est. Cost $74.81 Unrealized +24.5%
ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $203,816 Shares 3,962 Est. Cost $51442.71 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $195,505 Shares 4,597 Est. Cost $23090.80 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $194,234 Shares 2,317 Est. Cost $46.84 Unrealized +45.0%
XLG INVESCO S AND P 500 TOP 50 ETF 0.1%
Value ($000) $189,342 Shares 902 Est. Cost $93201.12 Unrealized
AGG ISHARES CORE TOTAL US AGGREGATE 0.1%
Value ($000) $188,042 Shares 1,689 Est. Cost $17955.20 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $182,692 Shares 4,321 Est. Cost $30.43 Unrealized +16.8%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $171,225 Shares 6,204 Est. Cost $26.54 Unrealized
BAX BAXTER INTL INC COM 0.1%
Value ($000) $170,884 Shares 2,087 Est. Cost $63.46 Unrealized +7.9%
ADTRAN INC COM 0.1%
Value ($000) $169,031 Shares 11,084 Est. Cost $16.57 Unrealized
VONV VANGUARD RUSSELL 1000 VAL IDX 0.1%
Value ($000) $164,202 Shares 1,471 Est. Cost $108.00 Unrealized
A AGILENT TECHNOLOGIES 0.1%
Value ($000) $157,146 Shares 2,105 Est. Cost $72.29 Unrealized -2.2%
QQEW FIRST TRUST NASDAQ100 EQUAL WEIGHTED INDEX FUND 0.1%
Value ($000) $150,663 Shares 2,261 Est. Cost $58980.43 Unrealized
BSV VANGUARD SHORT TERM BOND ETF 0.1%
Value ($000) $149,142 Shares 1,852 Est. Cost $49817.83 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $148,948 Shares 2,810 Est. Cost $936.81 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $140,845 Shares 1,141 Est. Cost $68.52 Unrealized +56.9%
ACWI ISHARES MSCI ACWI INDEX FUND 0.1%
Value ($000) $139,871 Shares 1,898 Est. Cost $64.07 Unrealized
ALPHABET INC CAP STK CL A 0.1%
Value ($000) $136,433 Shares 126 Est. Cost $1084.34 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $132,543 Shares 2,801 Est. Cost $40.85 Unrealized -4.3%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $131,066 Shares 1,940 Est. Cost $54.03 Unrealized -5.9%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.1%
Value ($000) $126,869 Shares 1,525 Est. Cost $9181.11 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC 0.1%
Value ($000) $126,837 Shares 924 Est. Cost $97.39 Unrealized +6.9%
INVESCO QQQ TRUST SERIES 0.1%
Value ($000) $126,050 Shares 675 Est. Cost $168498.94 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $124,983 Shares 1,643 Est. Cost $52.29 Unrealized +19.9%
KAYNE ANDERSON MIDSTEAM ENERGY FD 0.1%
Value ($000) $124,559 Shares 10,756 Est. Cost $433.48 Unrealized
VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $109,404 Shares 1,915 Est. Cost $54.64 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $108,715 Shares 2,510 Est. Cost $26.49 Unrealized +10.3%
V VISA INC COM CL A 0.1%
Value ($000) $105,599 Shares 608 Est. Cost $105.97 Unrealized +47.5%
UNILEVER N V N Y SHS NEW 0.1%
Value ($000) $103,224 Shares 1,700 Est. Cost $48.91 Unrealized
ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value ($000) $103,006 Shares 2,696 Est. Cost $34.19 Unrealized
SPLV INVESCO S AND P 500 LOW VOL 0.1%
Value ($000) $99,606 Shares 1,810 Est. Cost $52.69 Unrealized
VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $96,910 Shares 597 Est. Cost $156.30 Unrealized
ISHARES EDGE MSCI USA VALUE FCTR 0.0%
Value ($000) $92,689 Shares 1,142 Est. Cost $81.98 Unrealized
BHP BHP BILLITON LTD ADR 0.0%
Value ($000) $90,245 Shares 1,553 Est. Cost $31942.00 Unrealized
INDA ISHARES TR MSCI INDIA ETF 0.0%
Value ($000) $88,250 Shares 2,500 Est. Cost $28247.20 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $86,694 Shares 462 Est. Cost $7482.01 Unrealized
BA THE BOEING CO 0.0%
Value ($000) $83,479 Shares 229 Est. Cost $375.20 Unrealized -4.8%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $82,111 Shares 310 Est. Cost $154.04 Unrealized +56.7%
SCHM SCHWAB US MID-CAP ETF 0.0%
Value ($000) $79,431 Shares 1,391 Est. Cost $5796.39 Unrealized
VB VANGUARD SMALLCAP INDEX FUND 0.0%
Value ($000) $78,474 Shares 501 Est. Cost $133.00 Unrealized
FIRST TST NASDAQ TECH DIVI INDEX 0.0%
Value ($000) $78,397 Shares 2,009 Est. Cost $38.33 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $78,090 Shares 2,976 Est. Cost $2271.99 Unrealized
CGBD TCG BDC Inc 0.0%
Value ($000) $77,069 Shares 5,057 Est. Cost $6.37 Unrealized 0.0%
SCHA SCHWAB US SMALLCAP ETF 0.0%
Value ($000) $76,443 Shares 1,069 Est. Cost $6814.05 Unrealized
BKLN Invesco Senior Loan ETF 0.0%
Value ($000) $74,257 Shares 3,277 Est. Cost $22660.06 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $72,994 Shares 2,023 Est. Cost $22.90 Unrealized +2.6%
SDY SPDR SP DIVIDEND ETF 0.0%
Value ($000) $71,167 Shares 705 Est. Cost $91.79 Unrealized
VanEck Vectors JP Morgan EM Local Currency Bond ETF 0.0%
Value ($000) $70,441 Shares 2,030 Est. Cost $34700.00 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $69,712 Shares 1,304 Est. Cost $41.54 Unrealized +0.2%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $66,514 Shares 1,549 Est. Cost $38.73 Unrealized
ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $65,849 Shares 1,514 Est. Cost $42.97 Unrealized
BIOGEN INC COM 0.0%
Value ($000) $65,484 Shares 280 Est. Cost $326.35 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $63,066 Shares 308 Est. Cost $125.04 Unrealized +34.5%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $62,979 Shares 807 Est. Cost $60.96 Unrealized
ALIBABA GROUP HOLDING LTD 0.0%
Value ($000) $62,527 Shares 369 Est. Cost $61650.69 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY 0.0%
Value ($000) $61,207 Shares 925 Est. Cost $10997.80 Unrealized
UBS AG FI ENHANCED LARGE CAP GROWTH ETN 0.0%
Value ($000) $59,987 Shares 221 Est. Cost $190.05 Unrealized
PFF iShares Preferred and Income Sec 0.0%
Value ($000) $58,923 Shares 1,599 Est. Cost $36849.91 Unrealized
REGL PROSHARES S AND P MIDCAP 400 DIV 0.0%
Value ($000) $58,604 Shares 1,003 Est. Cost $56.83 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $56,476 Shares 1,068 Est. Cost $46.73 Unrealized +4.1%
DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $54,937 Shares 623 Est. Cost $1075.53 Unrealized
RSP INVESCO S AND P 500 EQUAL WEIGHT 0.0%
Value ($000) $53,900 Shares 500 Est. Cost $61705.60 Unrealized
SPDR Bloomberg Barclays ST HY Bond ETF 0.0%
Value ($000) $53,126 Shares 1,951 Est. Cost $27230.14 Unrealized
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $51,378 Shares 469 Est. Cost $80.56 Unrealized +12.3%
EWA iShares MSCI Australia ETF 0.0%
Value ($000) $50,197 Shares 2,227 Est. Cost $22540.19 Unrealized
GMF SPDR S AND P EMERGING ASIA PACIFIC ETF 0.0%
Value ($000) $48,870 Shares 500 Est. Cost $98.00 Unrealized
VGK Vanguard FTSE European ETF 0.0%
Value ($000) $48,422 Shares 882 Est. Cost $54900.23 Unrealized
DEM WisdomTree Emerging Markets High Dividend Fund 0.0%
Value ($000) $48,322 Shares 1,082 Est. Cost $44659.89 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $46,382 Shares 1,112 Est. Cost $37.19 Unrealized
FDN FIRST TRUST DJ INTERNET INDEX FD 0.0%
Value ($000) $45,447 Shares 316 Est. Cost $139.24 Unrealized
MTN Vail Resorts Inc 0.0%
Value ($000) $44,636 Shares 200 Est. Cost $222.15 Unrealized 0.0%
VWOB Vanguard Emerging Mkts Govt Bond 0.0%
Value ($000) $43,748 Shares 544 Est. Cost $80419.12 Unrealized
Sanofi Aventis ADR 0.0%
Value ($000) $42,794 Shares 989 Est. Cost $43269.97 Unrealized
T ATT INC COM 0.0%
Value ($000) $41,917 Shares 1,251 Est. Cost $14.42 Unrealized +4.6%
IEF iShares 7 10 Year Treasury Bon 0.0%
Value ($000) $37,297 Shares 339 Est. Cost $110020.65 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $36,591 Shares 170 Est. Cost $227.86 Unrealized -4.1%
JPMorgan Alerian MLP Index ETN 0.0%
Value ($000) $36,309 Shares 1,446 Est. Cost $25109.96 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $35,481 Shares 578 Est. Cost $65.95 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $34,855 Shares 507 Est. Cost $41.66 Unrealized +5.3%
FAST FASTENAL CO COM 0.0%
Value ($000) $34,741 Shares 1,066 Est. Cost $13.07 Unrealized +6.6%
ADBE Adobe Inc 0.0%
Value ($000) $33,590 Shares 114 Est. Cost $277.72 Unrealized 0.0%
Celgene Corp 0.0%
Value ($000) $33,186 Shares 359 Est. Cost $92440.11 Unrealized
TFI SPDR NUVEEN BLOOMBERG BARCLAYS MUNI BD ETF 0.0%
Value ($000) $32,224 Shares 643 Est. Cost $1061.42 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $32,114 Shares 385 Est. Cost $60.81 Unrealized +6.8%
PEP PEPSICO INC COM 0.0%
Value ($000) $31,733 Shares 242 Est. Cost $92.95 Unrealized +12.7%
FXI ISHARES CHINA LARGECAP ETF 0.0%
Value ($000) $31,265 Shares 731 Est. Cost $38.75 Unrealized
Aon PLC Cl A Ordinary 0.0%
Value ($000) $31,263 Shares 162 Est. Cost $192981.48 Unrealized
BlackRock Inc 0.0%
Value ($000) $30,974 Shares 66 Est. Cost $469303.03 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $30,249 Shares 103 Est. Cost $270.70 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $30,153 Shares 345 Est. Cost $87.68 Unrealized
EL ESTEE LAUDER COS INCTHE 0.0%
Value ($000) $29,481 Shares 161 Est. Cost $150.20 Unrealized +4.5%
ITA iShares US Aerospace and Defen 0.0%
Value ($000) $29,347 Shares 137 Est. Cost $214211.67 Unrealized
ICF ISHARES COHEN AND STEERS REIT ET 0.0%
Value ($000) $29,176 Shares 259 Est. Cost $111.97 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $27,584 Shares 193 Est. Cost $74.87 Unrealized +53.5%
Costco Wholesale Corp 0.0%
Value ($000) $27,483 Shares 104 Est. Cost $264259.62 Unrealized
INOD INNODATA INC COM NEW 0.0%
Value ($000) $27,246 Shares 30,273 Est. Cost $2.26 Unrealized -51.7%
VALE VALE S A ADR 0.0%
Value ($000) $26,880 Shares 2,000 Est. Cost $13.00 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $26,818 Shares 83 Est. Cost $267.26 Unrealized 0.0%
AQUA AMERICA INC COM 0.0%
Value ($000) $26,808 Shares 648 Est. Cost $34.48 Unrealized
VNQI Vanguard Global exUS RE ETF 0.0%
Value ($000) $26,550 Shares 450 Est. Cost $59000.00 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $26,549 Shares 606 Est. Cost $35.94 Unrealized +0.9%
SYK Stryker Corp 0.0%
Value ($000) $26,520 Shares 129 Est. Cost $177.80 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $26,048 Shares 141 Est. Cost $44.55 Unrealized +35.7%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $25,857 Shares 237 Est. Cost $4435.96 Unrealized
Salesforcecom Inc 0.0%
Value ($000) $25,794 Shares 170 Est. Cost $151729.40 Unrealized
XBI SPDR SP BIOTECH ETF 0.0%
Value ($000) $25,787 Shares 294 Est. Cost $73.48 Unrealized
EXXON MOBIL CORP COM 0.0%
Value ($000) $25,586 Shares 334 Est. Cost $42003.93 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.0%
Value ($000) $25,400 Shares 632 Est. Cost $42.61 Unrealized -6.9%
NETFLIX INC COM 0.0%
Value ($000) $25,345 Shares 69 Est. Cost $240.47 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $24,642 Shares 506 Est. Cost $52.53 Unrealized
SUNTRUST BANKS INC 0.0%
Value ($000) $23,820 Shares 379 Est. Cost $60.00 Unrealized
PGR Progressive Corp OH 0.0%
Value ($000) $23,020 Shares 288 Est. Cost $63.47 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $22,579 Shares 541 Est. Cost $9748.60 Unrealized
XLY Consumer Disc Select Sector SPDR Fd 0.0%
Value ($000) $22,368 Shares 188 Est. Cost $118978.73 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $21,687 Shares 398 Est. Cost $59.01 Unrealized -26.2%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $21,534 Shares 338 Est. Cost $70.43 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $21,135 Shares 183 Est. Cost $96575.12 Unrealized
BGC PARTNERS INC CL A 0.0%
Value ($000) $20,920 Shares 4,000 Est. Cost $14.50 Unrealized
Global Pmts Inc 0.0%
Value ($000) $20,497 Shares 128 Est. Cost $160132.81 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $20,020 Shares 87 Est. Cost $200.49 Unrealized +3.1%
CHKP Check Point Software Techonologies Ltd 0.0%
Value ($000) $20,001 Shares 173 Est. Cost $118.07 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $19,955 Shares 108 Est. Cost $149.13 Unrealized +9.8%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $19,851 Shares 311 Est. Cost $30.06 Unrealized +0.2%
UNP UNION PAC CORP COM 0.0%
Value ($000) $18,814 Shares 111 Est. Cost $137.92 Unrealized +7.1%
CMI Cummins Inc 0.0%
Value ($000) $18,505 Shares 108 Est. Cost $138.18 Unrealized 0.0%
FedEx Corp 0.0%
Value ($000) $18,225 Shares 111 Est. Cost $164189.19 Unrealized
AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $18,099 Shares 555 Est. Cost $41.61 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $17,486 Shares 158 Est. Cost $64.99 Unrealized +41.4%
AAXJ ISHARES MSCI ALL COUNTRY ASIA 0.0%
Value ($000) $17,448 Shares 250 Est. Cost $64.00 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $17,232 Shares 100 Est. Cost $142.09 Unrealized
NEWMARK GROUP INC CL A 0.0%
Value ($000) $16,658 Shares 1,855 Est. Cost $8.09 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $16,264 Shares 167 Est. Cost $76.19 Unrealized 0.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $16,253 Shares 144 Est. Cost $75.19 Unrealized +27.6%
BUD ANHEUSER BUSCH INBEV NV 0.0%
Value ($000) $16,195 Shares 183 Est. Cost $84.13 Unrealized
CTSH Cognizant Tech Solutions Cl A 0.0%
Value ($000) $16,101 Shares 254 Est. Cost $59.41 Unrealized 0.0%
CWB SPDR Bloomberg Barclays Conv Secs ETF 0.0%
Value ($000) $16,020 Shares 303 Est. Cost $52871.29 Unrealized
DOV Dover Corp 0.0%
Value ($000) $15,932 Shares 159 Est. Cost $87.19 Unrealized 0.0%
RGA Reinsurance Group of America 0.0%
Value ($000) $15,915 Shares 102 Est. Cost $149.67 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $15,569 Shares 76 Est. Cost $38.59 Unrealized +8.3%
KO COCA COLA CO COM 0.0%
Value ($000) $14,976 Shares 294 Est. Cost $35.42 Unrealized +12.7%
LLY Eli Lilly and Co 0.0%
Value ($000) $14,957 Shares 135 Est. Cost $108.01 Unrealized 0.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $14,933 Shares 132 Est. Cost $11239.96 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $14,786 Shares 326 Est. Cost $39.40 Unrealized -8.3%
Equity Commonwealth 0.0%
Value ($000) $14,667 Shares 451 Est. Cost $32521.06 Unrealized
FANG Diamondback Energy Inc 0.0%
Value ($000) $14,275 Shares 131 Est. Cost $81.14 Unrealized 0.0%
WABCO HLDGS INC COM 0.0%
Value ($000) $14,056 Shares 106 Est. Cost $139.43 Unrealized
APD Air Products and Chemicals Inc 0.0%
Value ($000) $14,035 Shares 62 Est. Cost $176.25 Unrealized 0.0%
UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $13,665 Shares 56 Est. Cost $232.63 Unrealized
XRAY Dentsply Sirona Inc 0.0%
Value ($000) $13,364 Shares 229 Est. Cost $53.73 Unrealized 0.0%
MCHP Microchip Technology Inc 0.0%
Value ($000) $13,178 Shares 152 Est. Cost $39.20 Unrealized 0.0%
Linde PLC 0.0%
Value ($000) $12,450 Shares 62 Est. Cost $200806.45 Unrealized
FIRST TST LG CP CR ALPHADEX FD 0.0%
Value ($000) $12,320 Shares 201 Est. Cost $59.70 Unrealized
WMT WALMART INC 0.0%
Value ($000) $12,154 Shares 110 Est. Cost $28.76 Unrealized +8.8%
UNM UNUM GROUP 0.0%
Value ($000) $12,078 Shares 360 Est. Cost $41.72 Unrealized -17.0%
LOW LOWES COS INC COM 0.0%
Value ($000) $11,907 Shares 118 Est. Cost $74.14 Unrealized +26.0%
KRE SPDR SP Regional Banking ETF 0.0%
Value ($000) $11,808 Shares 221 Est. Cost $53429.86 Unrealized
SAP Sap AG ADR 0.0%
Value ($000) $11,765 Shares 86 Est. Cost $136802.33 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $11,636 Shares 64 Est. Cost $147.75 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $11,622 Shares 148 Est. Cost $57.98 Unrealized +0.5%
TRV Travelers Cos Inc 0.0%
Value ($000) $11,513 Shares 77 Est. Cost $124.99 Unrealized 0.0%
Pioneer Natural Resources Co 0.0%
Value ($000) $11,232 Shares 73 Est. Cost $153863.02 Unrealized
APH Amphenol Corp Cl A 0.0%
Value ($000) $11,033 Shares 115 Est. Cost $22.58 Unrealized 0.0%
Util Slct Sector SPDR Fund 0.0%
Value ($000) $10,999 Shares 184 Est. Cost $59777.18 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $10,606 Shares 163 Est. Cost $57.69 Unrealized
Sanderson Farms Inc 0.0%
Value ($000) $10,515 Shares 77 Est. Cost $136558.44 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $10,505 Shares 188 Est. Cost $44.27 Unrealized 0.0%
HYG iShares iBoxx High Yield Corp 0.0%
Value ($000) $10,462 Shares 120 Est. Cost $87183.34 Unrealized
CHUBB LTD 0.0%
Value ($000) $10,458 Shares 71 Est. Cost $141.54 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $10,100 Shares 62 Est. Cost $131.78 Unrealized +27.6%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $10,038 Shares 956 Est. Cost $4348.95 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $9,703 Shares 31 Est. Cost $331.08 Unrealized 0.0%
Smith and Nephew PLC ADR 0.0%
Value ($000) $9,361 Shares 215 Est. Cost $43539.54 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $9,137 Shares 44 Est. Cost $125.57 Unrealized +35.2%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $8,939 Shares 188 Est. Cost $51.21 Unrealized -36.0%
BDX Becton Dickinson and Co 0.0%
Value ($000) $8,820 Shares 35 Est. Cost $209.73 Unrealized 0.0%
KLAC KLA Corp 0.0%
Value ($000) $8,747 Shares 74 Est. Cost $106.14 Unrealized 0.0%
HON Honeywell Intl Inc 0.0%
Value ($000) $8,730 Shares 50 Est. Cost $138.65 Unrealized 0.0%
LMT Lockheed Martin 0.0%
Value ($000) $8,725 Shares 24 Est. Cost $279.77 Unrealized 0.0%
FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $8,710 Shares 71 Est. Cost $93.47 Unrealized
LNN Lindsay Manufacturing Co 0.0%
Value ($000) $8,221 Shares 100 Est. Cost $77.64 Unrealized 0.0%
CME CME GROUP INC COM CL A 0.0%
Value ($000) $7,764 Shares 40 Est. Cost $107.63 Unrealized +34.2%
MetLife Inc 0.0%
Value ($000) $7,699 Shares 155 Est. Cost $49670.97 Unrealized
Pinterest Inc 0.0%
Value ($000) $7,649 Shares 281 Est. Cost $27220.64 Unrealized
Unilever PLC 0.0%
Value ($000) $7,560 Shares 122 Est. Cost $61967.21 Unrealized
SVB FINL GROUP COM 0.0%
Value ($000) $7,411 Shares 33 Est. Cost $244.90 Unrealized
FIRST TST SENIOR LOAN ETF 0.0%
Value ($000) $7,205 Shares 153 Est. Cost $46.75 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $7,200 Shares 80 Est. Cost $75.01 Unrealized 0.0%
Allergan plc 0.0%
Value ($000) $7,199 Shares 43 Est. Cost $167418.61 Unrealized
ARK INNOVATION ETF 0.0%
Value ($000) $7,197 Shares 150 Est. Cost $46.15 Unrealized
EFX Equifax Inc 0.0%
Value ($000) $7,168 Shares 53 Est. Cost $118.90 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $7,115 Shares 62 Est. Cost $76.15 Unrealized +21.8%
IGIB iShares Intermediate Term Corp 0.0%
Value ($000) $7,062 Shares 124 Est. Cost $56951.61 Unrealized
EMB iShares JP Morgan USD Emergi 0.0%
Value ($000) $7,024 Shares 62 Est. Cost $113290.32 Unrealized
LQD iShares iBoxx Investment Grade 0.0%
Value ($000) $6,965 Shares 56 Est. Cost $124375.00 Unrealized
CALM Cal Maine Foods Inc New 0.0%
Value ($000) $6,884 Shares 165 Est. Cost $31.89 Unrealized 0.0%
Novartis AG 0.0%
Value ($000) $6,848 Shares 75 Est. Cost $91306.66 Unrealized
IngersollRand PLC 0.0%
Value ($000) $6,840 Shares 54 Est. Cost $126666.66 Unrealized
ALB Albemarle Corp 0.0%
Value ($000) $6,830 Shares 97 Est. Cost $67.39 Unrealized 0.0%
PSX Phillips 66 0.0%
Value ($000) $6,828 Shares 73 Est. Cost $68.50 Unrealized 0.0%
TLT iShares 20 Year Treasury Bond 0.0%
Value ($000) $6,773 Shares 51 Est. Cost $132803.92 Unrealized
CyrusOne Inc 0.0%
Value ($000) $6,753 Shares 117 Est. Cost $57717.95 Unrealized
iPath Bloomberg Commodity 0.0%
Value ($000) $6,716 Shares 302 Est. Cost $22238.41 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $6,628 Shares 126 Est. Cost $35.78 Unrealized +15.2%
PKG Packaging Corp of America 0.0%
Value ($000) $6,577 Shares 69 Est. Cost $78.80 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $6,522 Shares 121 Est. Cost $35.21 Unrealized +25.2%
PUK Prudential PLC ADR 0.0%
Value ($000) $6,310 Shares 144 Est. Cost $43819.44 Unrealized
SHY iShares 1 3 Year Treasury Bond 0.0%
Value ($000) $6,274 Shares 74 Est. Cost $84783.78 Unrealized
USB US Bancorp New 0.0%
Value ($000) $6,183 Shares 118 Est. Cost $38.93 Unrealized 0.0%
L3 TECHNOLOGIES INC COM 0.0%
Value ($000) $6,129 Shares 25 Est. Cost $160.00 Unrealized
VLY Valley Natl Bancorp 0.0%
Value ($000) $6,048 Shares 561 Est. Cost $10.25 Unrealized 0.0%
SMFG Sumitomo Mitsui Fin Unsponsd ADR 0.0%
Value ($000) $6,043 Shares 856 Est. Cost $7059.58 Unrealized
CHD CHURCH DWIGHT INC COM 0.0%
Value ($000) $5,845 Shares 80 Est. Cost $44.34 Unrealized +55.0%
MRSH Marsh and McLennan Cos Inc 0.0%
Value ($000) $5,686 Shares 57 Est. Cost $86.29 Unrealized 0.0%
HTO SJW Group 0.0%
Value ($000) $5,591 Shares 92 Est. Cost $61.54 Unrealized 0.0%
GMED Globus Med Inc 0.0%
Value ($000) $5,584 Shares 132 Est. Cost $43.43 Unrealized 0.0%
UMBF UMB Financial Corp 0.0%
Value ($000) $5,463 Shares 83 Est. Cost $65.95 Unrealized 0.0%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $5,337 Shares 150 Est. Cost $33.33 Unrealized
HYD VANECK HIGH YIELD MUNI INDEX 0.0%
Value ($000) $5,221 Shares 82 Est. Cost $837.45 Unrealized
O Realty Income Corp 0.0%
Value ($000) $5,173 Shares 75 Est. Cost $49.47 Unrealized 0.0%
CL Colgate Palmolive Co 0.0%
Value ($000) $5,160 Shares 72 Est. Cost $60.83 Unrealized 0.0%
ROK Rockwell Automation Inc 0.0%
Value ($000) $5,079 Shares 31 Est. Cost $149.90 Unrealized 0.0%
CT Water Svc Inc 0.0%
Value ($000) $5,020 Shares 72 Est. Cost $69722.22 Unrealized
WERN Werner Enterprises 0.0%
Value ($000) $4,911 Shares 158 Est. Cost $32.25 Unrealized 0.0%
RELX Relx Plc 0.0%
Value ($000) $4,882 Shares 200 Est. Cost $24410.00 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $4,795 Shares 103 Est. Cost $61.73 Unrealized -18.5%
SEIC SEI INVESTMENTS CO COM 0.0%
Value ($000) $4,769 Shares 85 Est. Cost $60.18 Unrealized -18.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $4,689 Shares 34 Est. Cost $99.18 Unrealized -0.6%
NKE Nike Inc Cl B 0.0%
Value ($000) $4,617 Shares 55 Est. Cost $77.09 Unrealized 0.0%
GLW Corning Inc 0.0%
Value ($000) $4,586 Shares 138 Est. Cost $26.62 Unrealized 0.0%
HOV Hovnanian Enterprises Inc Cl A 0.0%
Value ($000) $4,560 Shares 600 Est. Cost $12.12 Unrealized 0.0%
Raytheon Co 0.0%
Value ($000) $4,521 Shares 26 Est. Cost $173884.61 Unrealized
ABBNY ABB Ltd 0.0%
Value ($000) $4,427 Shares 221 Est. Cost $20031.67 Unrealized
BB T Corp 0.0%
Value ($000) $4,422 Shares 90 Est. Cost $49133.33 Unrealized
DOW Dow Inc 0.0%
Value ($000) $4,360 Shares 88 Est. Cost $36.37 Unrealized 0.0%
CSX CSX Corp 0.0%
Value ($000) $4,255 Shares 55 Est. Cost $23.56 Unrealized 0.0%
GLOBAL X ROBOTICS AND ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $4,212 Shares 203 Est. Cost $19.70 Unrealized
TSM Taiwan Semiconductor Mfg Co 0.0%
Value ($000) $4,191 Shares 107 Est. Cost $39168.22 Unrealized
COTT CORP QUE COM 0.0%
Value ($000) $4,100 Shares 307 Est. Cost $16.61 Unrealized
TARGET CORP COM 0.0%
Value ($000) $4,071 Shares 47 Est. Cost $80.00 Unrealized
KAYNE ANDERSON MLP MIDSTREAM I 0.0%
Value ($000) $3,947 Shares 258 Est. Cost $489.87 Unrealized
Genworth Financial Inc Cl A 0.0%
Value ($000) $3,896 Shares 1,050 Est. Cost $3710.48 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $3,863 Shares 185 Est. Cost $11.69 Unrealized +16.9%
BKNG Booking Holdings Inc 0.0%
Value ($000) $3,749 Shares 2 Est. Cost $1766.98 Unrealized 0.0%
SU Suncor Energy Inc 0.0%
Value ($000) $3,739 Shares 120 Est. Cost $24.59 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $3,707 Shares 227 Est. Cost $19.03 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $3,663 Shares 10 Est. Cost $243.49 Unrealized +40.2%
CRMD CORMEDIX INC 0.0%
Value ($000) $3,588 Shares 400 Est. Cost $9.02 Unrealized -13.5%
VFC V F Corp 0.0%
Value ($000) $3,494 Shares 40 Est. Cost $86.16 Unrealized 0.0%
KMB Kimberly Clark Corp 0.0%
Value ($000) $3,465 Shares 26 Est. Cost $102.19 Unrealized 0.0%
Vanguard MtgBacked Sec ETF 0.0%
Value ($000) $3,434 Shares 65 Est. Cost $52830.77 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $3,407 Shares 25 Est. Cost $114.70 Unrealized 0.0%
IEI iShares 3 7 Year Treasury Bond 0.0%
Value ($000) $3,396 Shares 27 Est. Cost $125777.78 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $3,358 Shares 85 Est. Cost $30.92 Unrealized +8.7%
IRM Iron Mountain Inc PA 0.0%
Value ($000) $3,255 Shares 104 Est. Cost $23.07 Unrealized 0.0%
DAL Delta Air Lines Inc 0.0%
Value ($000) $3,235 Shares 57 Est. Cost $53.29 Unrealized 0.0%
TSN Tyson Foods Inc Cl A 0.0%
Value ($000) $3,230 Shares 40 Est. Cost $63.73 Unrealized 0.0%
HFF INC CL A 0.0%
Value ($000) $3,184 Shares 70 Est. Cost $28.57 Unrealized
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $3,179 Shares 27 Est. Cost $108.32 Unrealized +2.4%
C Citigroup Inc 0.0%
Value ($000) $3,151 Shares 45 Est. Cost $52.89 Unrealized 0.0%
ASML ASML HLDG NV 0.0%
Value ($000) $3,119 Shares 15 Est. Cost $196.43 Unrealized
EPD ENTERPRISE PRODUCTS PTNRS LP 0.0%
Value ($000) $3,118 Shares 108 Est. Cost $29.00 Unrealized
BHP Billiton PLC ADR 0.0%
Value ($000) $3,118 Shares 61 Est. Cost $51114.75 Unrealized
SJM Smucker J M Co 0.0%
Value ($000) $3,110 Shares 27 Est. Cost $98.41 Unrealized 0.0%
HSBC HSBC HOLDINGS PLC ADR NEW 0.0%
Value ($000) $3,089 Shares 74 Est. Cost $41.00 Unrealized
APOLLO SENIOR FLOATING RATE FUND 0.0%
Value ($000) $3,071 Shares 205 Est. Cost $306.94 Unrealized
WTM White Mountain Insurance Grp Ltd 0.0%
Value ($000) $3,064 Shares 3 Est. Cost $961.99 Unrealized 0.0%
ICU Med Inc 0.0%
Value ($000) $3,023 Shares 12 Est. Cost $251916.67 Unrealized
Everest Re Group Ltd 0.0%
Value ($000) $2,966 Shares 12 Est. Cost $247166.67 Unrealized
AMGN Amgen Inc 0.0%
Value ($000) $2,948 Shares 16 Est. Cost $146.19 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $2,944 Shares 46 Est. Cost $62.05 Unrealized
NXP Semiconductor NV 0.0%
Value ($000) $2,928 Shares 30 Est. Cost $97600.00 Unrealized
AER Aercap Holdings NV 0.0%
Value ($000) $2,861 Shares 55 Est. Cost $48.26 Unrealized 0.0%
INCY Incyte Pharmaceuticals Inc 0.0%
Value ($000) $2,804 Shares 33 Est. Cost $80.26 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $2,788 Shares 27 Est. Cost $85.48 Unrealized -6.2%
SvcNow Inc 0.0%
Value ($000) $2,746 Shares 10 Est. Cost $274600.00 Unrealized
AIG American Intl Group Inc 0.0%
Value ($000) $2,717 Shares 51 Est. Cost $41.92 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $2,706 Shares 35 Est. Cost $53.89 Unrealized +5.5%
OMC Omnicom Group Inc 0.0%
Value ($000) $2,704 Shares 33 Est. Cost $61.97 Unrealized 0.0%
HP Inc 0.0%
Value ($000) $2,682 Shares 129 Est. Cost $20790.70 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $2,666 Shares 39 Est. Cost $47.25 Unrealized +3.3%
TWITTER INC 0.0%
Value ($000) $2,652 Shares 76 Est. Cost $43.66 Unrealized
JBHT JB Hunt Transport Services Inc 0.0%
Value ($000) $2,651 Shares 29 Est. Cost $88.77 Unrealized 0.0%
UHS Universal Health Services Inc CL B 0.0%
Value ($000) $2,608 Shares 20 Est. Cost $121.98 Unrealized 0.0%
UNITED TECH 0.0%
Value ($000) $2,604 Shares 20 Est. Cost $128.42 Unrealized
WMB WILLIAMS COS INC DEL COM 0.0%
Value ($000) $2,580 Shares 92 Est. Cost $18.33 Unrealized +4.6%
NVO NovoNordisk AS Spons ADR 0.0%
Value ($000) $2,552 Shares 50 Est. Cost $51040.00 Unrealized
FNF FNF Group 0.0%
Value ($000) $2,539 Shares 63 Est. Cost $28.17 Unrealized 0.0%
EOG EOG RES INC COM 0.0%
Value ($000) $2,515 Shares 27 Est. Cost $75.45 Unrealized -6.8%
Wst Connections Inc 0.0%
Value ($000) $2,485 Shares 26 Est. Cost $95576.92 Unrealized
AZN AstraZeneca PLC 0.0%
Value ($000) $2,477 Shares 60 Est. Cost $41283.33 Unrealized
FTV Fortive Corp WI 0.0%
Value ($000) $2,446 Shares 30 Est. Cost $50.50 Unrealized 0.0%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $2,413 Shares 16 Est. Cost $128.58 Unrealized 0.0%
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $2,403 Shares 46 Est. Cost $1180.08 Unrealized
Cinemark Holdings Inc 0.0%
Value ($000) $2,383 Shares 66 Est. Cost $36106.06 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $2,335 Shares 52 Est. Cost $42.42 Unrealized -7.2%
LYG LLOYDS TSB GROUP PLC ADR 0.0%
Value ($000) $2,320 Shares 817 Est. Cost $3.25 Unrealized
Extended Stay America Inc 0.0%
Value ($000) $2,314 Shares 137 Est. Cost $16890.51 Unrealized
CNI Canadian Natl Railway Co 0.0%
Value ($000) $2,312 Shares 25 Est. Cost $81.05 Unrealized 0.0%
RCI Rogers Communications Inc Cl B 0.0%
Value ($000) $2,301 Shares 43 Est. Cost $52.24 Unrealized 0.0%
iShares MSCI Japan ETF 0.0%
Value ($000) $2,292 Shares 42 Est. Cost $54571.43 Unrealized
MSM MSC Indl Direct Inc Cl A 0.0%
Value ($000) $2,228 Shares 30 Est. Cost $77.15 Unrealized 0.0%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $2,212 Shares 22 Est. Cost $70.91 Unrealized +0.8%
MKL Markel Corp 0.0%
Value ($000) $2,179 Shares 2 Est. Cost $1047.93 Unrealized 0.0%
LYB LyondellBasell Industries NV 0.0%
Value ($000) $2,153 Shares 25 Est. Cost $55.39 Unrealized 0.0%
RYAAY Ryanair Holdings PLC 0.0%
Value ($000) $2,117 Shares 33 Est. Cost $64151.52 Unrealized
RPM RPM Intl Inc 0.0%
Value ($000) $2,078 Shares 34 Est. Cost $59.04 Unrealized 0.0%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $2,060 Shares 18 Est. Cost $79.51 Unrealized +39.1%
PROSPECT ENERGY CORP 0.0%
Value ($000) $2,031 Shares 311 Est. Cost $6.53 Unrealized
Interpublic Group of Cos Inc 0.0%
Value ($000) $1,920 Shares 85 Est. Cost $17.00 Unrealized 0.0%
WHITING PETROLEUM CORP 0.0%
Value ($000) $1,868 Shares 100 Est. Cost $30.00 Unrealized
ABBV AbbVie Inc 0.0%
Value ($000) $1,818 Shares 25 Est. Cost $59.38 Unrealized 0.0%
NVDA NVIDIA Corp 0.0%
Value ($000) $1,807 Shares 11 Est. Cost $4.12 Unrealized 0.0%
ROST Ross Stores Inc 0.0%
Value ($000) $1,784 Shares 18 Est. Cost $91.29 Unrealized 0.0%
RHP Ryman Hospitality Properties 0.0%
Value ($000) $1,784 Shares 22 Est. Cost $81090.91 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.0%
Value ($000) $1,784 Shares 30 Est. Cost $66.67 Unrealized
Thomson Reuters Corp 0.0%
Value ($000) $1,740 Shares 27 Est. Cost $64444.44 Unrealized
Six Flags Entertainment Corp 0.0%
Value ($000) $1,739 Shares 35 Est. Cost $49685.71 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $1,735 Shares 26 Est. Cost $57.00 Unrealized +0.8%
Lazard Ltd 0.0%
Value ($000) $1,720 Shares 50 Est. Cost $34400.00 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $1,717 Shares 8 Est. Cost $170.73 Unrealized
Valero Energy Corp 0.0%
Value ($000) $1,627 Shares 19 Est. Cost $85631.58 Unrealized
ATR Aptargroup Inc 0.0%
Value ($000) $1,616 Shares 13 Est. Cost $104.73 Unrealized 0.0%
BF/B Brown Forman Corp Cl B 0.0%
Value ($000) $1,552 Shares 28 Est. Cost $47.61 Unrealized 0.0%
AXS Axis Capital Holdings Ltd 0.0%
Value ($000) $1,551 Shares 26 Est. Cost $48.20 Unrealized 0.0%
EQNR StatoilHydro ASA Sponsored ADR 0.0%
Value ($000) $1,543 Shares 78 Est. Cost $19782.05 Unrealized
Cerner Corp 0.0%
Value ($000) $1,539 Shares 21 Est. Cost $73285.71 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $1,535 Shares 28 Est. Cost $44.08 Unrealized 0.0%
TE Connectivity 0.0%
Value ($000) $1,532 Shares 16 Est. Cost $95750.00 Unrealized
SSD Simpson Manufacturing Co Inc 0.0%
Value ($000) $1,529 Shares 23 Est. Cost $60.10 Unrealized 0.0%
BIDU Baidu Inc 0.0%
Value ($000) $1,526 Shares 13 Est. Cost $117384.62 Unrealized
SBRA Sabra Healthcare REIT Inc 0.0%
Value ($000) $1,516 Shares 77 Est. Cost $19688.31 Unrealized
AOS AO Smith Corp 0.0%
Value ($000) $1,509 Shares 32 Est. Cost $43.40 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $1,476 Shares 27 Est. Cost $67.50 Unrealized
CNA CNA Financial Corp 0.0%
Value ($000) $1,459 Shares 31 Est. Cost $28.67 Unrealized 0.0%
CWT CALIFORNIA WATER SVC GROUP HOLDING 0.0%
Value ($000) $1,418 Shares 28 Est. Cost $43.79 Unrealized +0.3%
SYY Sysco Corp 0.0%
Value ($000) $1,414 Shares 20 Est. Cost $59.55 Unrealized 0.0%
GGG Graco Inc 0.0%
Value ($000) $1,405 Shares 28 Est. Cost $46.33 Unrealized 0.0%
Meredith Corp 0.0%
Value ($000) $1,377 Shares 25 Est. Cost $55080.00 Unrealized
SPGI SP Global Inc 0.0%
Value ($000) $1,367 Shares 6 Est. Cost $206.56 Unrealized 0.0%
Healthcare Realty Trust Inc 0.0%
Value ($000) $1,315 Shares 42 Est. Cost $31309.52 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $1,307 Shares 5 Est. Cost $159.48 Unrealized +52.7%
MSEX Middlesex Water Co 0.0%
Value ($000) $1,304 Shares 22 Est. Cost $58.11 Unrealized 0.0%
INTC Intel Corp 0.0%
Value ($000) $1,292 Shares 27 Est. Cost $43.10 Unrealized 0.0%
TTWO TAKETWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $1,249 Shares 11 Est. Cost $111.86 Unrealized -8.0%
ALV Autoliv Inc 0.0%
Value ($000) $1,199 Shares 17 Est. Cost $62.47 Unrealized 0.0%
EXAS Exact Sciences Corp Com 0.0%
Value ($000) $1,180 Shares 10 Est. Cost $100.76 Unrealized 0.0%
CSGS CSG Systems Intl Inc 0.0%
Value ($000) $1,123 Shares 23 Est. Cost $39.83 Unrealized 0.0%
CPRT COPART INC COM 0.0%
Value ($000) $1,121 Shares 15 Est. Cost $9.79 Unrealized +75.3%
O'Reilly Automotive Inc 0.0%
Value ($000) $1,108 Shares 3 Est. Cost $369333.34 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $1,104 Shares 3 Est. Cost $224.59 Unrealized +40.6%
LII Lennox Intl Inc 0.0%
Value ($000) $1,100 Shares 4 Est. Cost $251.22 Unrealized 0.0%
TSCO Tractor Supply Co 0.0%
Value ($000) $1,088 Shares 10 Est. Cost $18.63 Unrealized 0.0%
OPLN KAR Auction Services Inc 0.0%
Value ($000) $1,075 Shares 43 Est. Cost $21.54 Unrealized 0.0%
Intuitive Surgical Inc 0.0%
Value ($000) $1,049 Shares 2 Est. Cost $524500.00 Unrealized
Aircastle Ltd 0.0%
Value ($000) $1,042 Shares 49 Est. Cost $21265.31 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $980 Shares 12 Est. Cost $90.28 Unrealized
VEEV Veeva Syss Inc 0.0%
Value ($000) $973 Shares 6 Est. Cost $145.72 Unrealized 0.0%
Xilinx Inc 0.0%
Value ($000) $943 Shares 8 Est. Cost $117875.00 Unrealized
AVY Avery Dennison Corp 0.0%
Value ($000) $925 Shares 8 Est. Cost $97.43 Unrealized 0.0%
FBIN Fortune Brands Home and Security Inc 0.0%
Value ($000) $914 Shares 16 Est. Cost $40.22 Unrealized 0.0%
LULU Lululemon Athletica Inc WI 0.0%
Value ($000) $901 Shares 5 Est. Cost $173.67 Unrealized 0.0%
SPOT Spotify Technology SA 0.0%
Value ($000) $877 Shares 6 Est. Cost $137.59 Unrealized 0.0%
CBRE Group Inc 0.0%
Value ($000) $872 Shares 17 Est. Cost $51294.12 Unrealized
Teladoc Health Inc 0.0%
Value ($000) $863 Shares 13 Est. Cost $66384.62 Unrealized
PH ParkerHannifin 0.0%
Value ($000) $850 Shares 5 Est. Cost $156.48 Unrealized 0.0%
ZBRA Zebra Technologies Corp Cl A 0.0%
Value ($000) $838 Shares 4 Est. Cost $201.62 Unrealized 0.0%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $824 Shares 6 Est. Cost $95.27 Unrealized +26.5%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $815 Shares 4 Est. Cost $37.41 Unrealized 0.0%
REVOLUTION LIGHTING TECHNOLOGI COM NEW 0.0%
Value ($000) $810 Shares 3,305 Est. Cost $3.53 Unrealized
EWBC East West Bancorp Inc 0.0%
Value ($000) $795 Shares 17 Est. Cost $40.27 Unrealized 0.0%
FRCB First Republic Bank 0.0%
Value ($000) $781 Shares 8 Est. Cost $98.24 Unrealized 0.0%
ARISTA NETWORKS INC 0.0%
Value ($000) $779 Shares 3 Est. Cost $251.31 Unrealized
GDDY GoDaddy Inc 0.0%
Value ($000) $772 Shares 11 Est. Cost $75.41 Unrealized 0.0%
SNPS Synopsys Inc 0.0%
Value ($000) $772 Shares 6 Est. Cost $120.29 Unrealized 0.0%
NDAQ Nasdaq Inc 0.0%
Value ($000) $769 Shares 8 Est. Cost $27.79 Unrealized 0.0%
Amerigas Partner 0.0%
Value ($000) $766 Shares 22 Est. Cost $34818.18 Unrealized
Splunk Inc 0.0%
Value ($000) $755 Shares 6 Est. Cost $125833.34 Unrealized
DXCM Dexcom Inc 0.0%
Value ($000) $749 Shares 5 Est. Cost $31.43 Unrealized 0.0%
VRTX Vertex Pharmaceuticals 0.0%
Value ($000) $734 Shares 4 Est. Cost $174.82 Unrealized 0.0%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $729 Shares 24 Est. Cost $28.53 Unrealized 0.0%
SWK STANLEY BLACK AND DECKER INC 0.0%
Value ($000) $723 Shares 5 Est. Cost $108.74 Unrealized +6.5%
CEDAR FAIR LP DEP UNITS 0.0%
Value ($000) $715 Shares 15 Est. Cost $47.09 Unrealized
JAZZ Jazz Pharmaceuticals plc Ordinary 0.0%
Value ($000) $713 Shares 5 Est. Cost $134.39 Unrealized 0.0%
Catalent Inc 0.0%
Value ($000) $705 Shares 13 Est. Cost $54230.77 Unrealized
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $684 Shares 7 Est. Cost $89.15 Unrealized 0.0%
Nielsen Holdings PLC 0.0%
Value ($000) $678 Shares 30 Est. Cost $22600.00 Unrealized
IHS Markit Ltd 0.0%
Value ($000) $637 Shares 10 Est. Cost $63700.00 Unrealized
FICO Fair Isaac Corp 0.0%
Value ($000) $628 Shares 2 Est. Cost $290.07 Unrealized 0.0%
Concho Resources Inc 0.0%
Value ($000) $619 Shares 6 Est. Cost $103166.66 Unrealized
ODFL Old Dominion Freight Line 0.0%
Value ($000) $597 Shares 4 Est. Cost $47.19 Unrealized 0.0%
OSK Oshkosh Corp 0.0%
Value ($000) $584 Shares 7 Est. Cost $70.53 Unrealized 0.0%
NDSN Nordson Corp 0.0%
Value ($000) $565 Shares 4 Est. Cost $128.10 Unrealized 0.0%
ELV Anthem Inc 0.0%
Value ($000) $564 Shares 2 Est. Cost $249.81 Unrealized 0.0%
EXEL Exelixis Inc 0.0%
Value ($000) $556 Shares 26 Est. Cost $20.96 Unrealized 0.0%
TD Ameritrade Holding Corp 0.0%
Value ($000) $549 Shares 11 Est. Cost $49909.09 Unrealized
GWW W W Grainger Inc 0.0%
Value ($000) $536 Shares 2 Est. Cost $257.64 Unrealized 0.0%
Lyft Inc 0.0%
Value ($000) $460 Shares 7 Est. Cost $65714.29 Unrealized
AME Ametek Inc 0.0%
Value ($000) $454 Shares 5 Est. Cost $81.95 Unrealized 0.0%
Keysight Technologies Inc 0.0%
Value ($000) $449 Shares 5 Est. Cost $89800.00 Unrealized
W Wayfair Inc Cl A 0.0%
Value ($000) $438 Shares 3 Est. Cost $150.39 Unrealized 0.0%
Acadia Hlthcare Co Inc 0.0%
Value ($000) $419 Shares 12 Est. Cost $34916.67 Unrealized
DOCU DocuSign Inc 0.0%
Value ($000) $398 Shares 8 Est. Cost $53.40 Unrealized 0.0%
BAH Booz Allen Hamilton Holding Co 0.0%
Value ($000) $397 Shares 6 Est. Cost $54.42 Unrealized 0.0%
SAGE Therapeutics Inc 0.0%
Value ($000) $366 Shares 2 Est. Cost $183000.00 Unrealized
NYT NY Times Co Cl A 0.0%
Value ($000) $359 Shares 11 Est. Cost $31.35 Unrealized 0.0%
ABUS Arbutus Biopharma Corp 0.0%
Value ($000) $208 Shares 100 Est. Cost $2.56 Unrealized 0.0%
Intercept Pharmaceuticals Inc 0.0%
Value ($000) $159 Shares 2 Est. Cost $79500.00 Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $144 Shares 2 Est. Cost $75.00 Unrealized -9.1%
Therapeutics MD Inc 0.0%
Value ($000) $117 Shares 45 Est. Cost $2600.00 Unrealized
Advaxis Inc 0.0%
Value ($000) $69 Shares 33 Est. Cost $2090.91 Unrealized
NAVBQ Navidea Biopharm Inc 0.0%
Value ($000) $6 Shares 10 Est. Cost $600.00 Unrealized