Mascoma Wealth Management LLC Diversified Active

CIK: 0001695664 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 28, 2019

Total Value ($000): $131,014 (100.0% shares, 0.0% debt)

Holdings (379)

USMV ISHARES EDGE MSCI MIN VOL USA ETF 15.9%
Value ($000) $20,821 Shares 397,355 Est. Cost $47.55 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 9.3%
Value ($000) $12,143 Shares 230,421 Est. Cost $48.20 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 8.4%
Value ($000) $10,978 Shares 218,987 Est. Cost $50.07 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 7.4%
Value ($000) $9,634 Shares 319,636 Est. Cost $30.40 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 6.5%
Value ($000) $8,494 Shares 79,759 Est. Cost $106.50 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 4.7%
Value ($000) $6,135 Shares 92,041 Est. Cost $67.26 Unrealized
FDVV FIDELITY HIGH DIVIDEND ETF 3.8%
Value ($000) $4,915 Shares 180,180 Est. Cost $27.28 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 2.5%
Value ($000) $3,311 Shares 147,882 Est. Cost $24.31 Unrealized
IJH ISHARES S&P MIDCAP FUND 2.4%
Value ($000) $3,183 Shares 19,170 Est. Cost $172.62 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 2.1%
Value ($000) $2,789 Shares 40,227 Est. Cost $89.53 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 2.0%
Value ($000) $2,589 Shares 46,048 Est. Cost $31.04 Unrealized +24.4%
SRLN SPDR BLACKSTONE/ GSO SENIOR LOAN ETF 2.0%
Value ($000) $2,557 Shares 57,195 Est. Cost $45.09 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.7%
Value ($000) $2,237 Shares 47,443 Est. Cost $52.95 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.3%
Value ($000) $1,746 Shares 6,939 Est. Cost $233.66 Unrealized
AAPL APPLE INC COM 1.1%
Value ($000) $1,475 Shares 9,353 Est. Cost $27.39 Unrealized +68.0%
T AT&T INC COM 1.1%
Value ($000) $1,379 Shares 48,334 Est. Cost $15.44 Unrealized -9.2%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 1.0%
Value ($000) $1,274 Shares 44,384 Est. Cost $28.70 Unrealized
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.9%
Value ($000) $1,166 Shares 12,859 Est. Cost $96.35 Unrealized
BA BOEING CO COM 0.9%
Value ($000) $1,118 Shares 3,466 Est. Cost $135.00 Unrealized +148.1%
PG PROCTER AND GAMBLE CO COM 0.8%
Value ($000) $1,113 Shares 12,104 Est. Cost $68.60 Unrealized +9.0%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.8%
Value ($000) $1,078 Shares 11,010 Est. Cost $103.58 Unrealized
INTC INTEL CORP COM 0.8%
Value ($000) $987 Shares 21,031 Est. Cost $38.58 Unrealized +4.2%
DNP SELECT INCOME FD COM 0.7%
Value ($000) $957 Shares 92,031 Est. Cost $10.86 Unrealized
JNJ JOHNSON & JOHNSON COM 0.7%
Value ($000) $884 Shares 6,851 Est. Cost $96.32 Unrealized +18.5%
DVY ISHARES SELECT DIVIDEND ETF 0.6%
Value ($000) $799 Shares 8,946 Est. Cost $98.02 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.6%
Value ($000) $768 Shares 7,871 Est. Cost $85.81 Unrealized -4.4%
UNITED TECHNOLOGIES CORP COM 0.6%
Value ($000) $722 Shares 6,780 Est. Cost $118.88 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.5%
Value ($000) $697 Shares 6,361 Est. Cost $101.28 Unrealized +7.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $653 Shares 3,200 Est. Cost $157.44 Unrealized +32.7%
ABBV ABBVIE INC COM 0.5%
Value ($000) $622 Shares 6,744 Est. Cost $66.05 Unrealized -1.9%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.5%
Value ($000) $592 Shares 2,963 Est. Cost $207.89 Unrealized
AMGN AMGEN INC COM 0.4%
Value ($000) $587 Shares 3,014 Est. Cost $134.35 Unrealized +16.7%
MSFT MICROSOFT CORP COM 0.4%
Value ($000) $579 Shares 5,699 Est. Cost $53.94 Unrealized +85.4%
INTF ISHARES EDGE MSCI MULTIFACTOR INTL ETF 0.4%
Value ($000) $548 Shares 23,105 Est. Cost $30.00 Unrealized
ROYCE VALUE TR INC COM 0.4%
Value ($000) $489 Shares 41,481 Est. Cost $15.44 Unrealized
QQQ INVESCO QQQ TRUST 0.4%
Value ($000) $476 Shares 3,087 Est. Cost $173.85 Unrealized
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.3%
Value ($000) $456 Shares 13,068 Est. Cost $34.89 Unrealized
KO COCA COLA CO COM 0.3%
Value ($000) $438 Shares 9,245 Est. Cost $32.09 Unrealized +19.7%
PAYX PAYCHEX INC COM 0.3%
Value ($000) $435 Shares 6,681 Est. Cost $54.89 Unrealized +0.3%
PFE PFIZER INC COM 0.3%
Value ($000) $432 Shares 9,896 Est. Cost $20.75 Unrealized +44.7%
TJX TJX COS INC NEW COM 0.3%
Value ($000) $429 Shares 9,590 Est. Cost $41.41 Unrealized +10.8%
JPIB JPMORGAN GLOBAL BOND OPPORTUNITIES ETF 0.3%
Value ($000) $418 Shares 8,833 Est. Cost $50.86 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $387 Shares 5,682 Est. Cost $58.05 Unrealized -2.9%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $380 Shares 1,520 Est. Cost $224.22 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.3%
Value ($000) $371 Shares 11,184 Est. Cost $35.18 Unrealized
UNP UNION PAC CORP COM 0.3%
Value ($000) $370 Shares 2,680 Est. Cost $124.82 Unrealized +1.3%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.3%
Value ($000) $354 Shares 8,575 Est. Cost $42.85 Unrealized
NWBI NORTHWEST BANCSHARES INC MD COM 0.3%
Value ($000) $349 Shares 20,605 Est. Cost $10.35 Unrealized +4.8%
CAT CATERPILLAR INC DEL COM 0.3%
Value ($000) $334 Shares 2,625 Est. Cost $74.31 Unrealized +50.0%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.3%
Value ($000) $331 Shares 3,564 Est. Cost $101.04 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.3%
Value ($000) $328 Shares 2,881 Est. Cost $103.20 Unrealized -14.8%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $304 Shares 1,242 Est. Cost $200.65 Unrealized +22.3%
PEP PEPSICO INC COM 0.2%
Value ($000) $292 Shares 2,643 Est. Cost $84.54 Unrealized +7.3%
HD HOME DEPOT INC COM 0.2%
Value ($000) $291 Shares 1,692 Est. Cost $120.42 Unrealized +24.9%
DE DEERE & CO COM 0.2%
Value ($000) $283 Shares 1,895 Est. Cost $85.79 Unrealized +53.6%
NUVEEN MUN VALUE FD INC COM 0.2%
Value ($000) $280 Shares 30,170 Est. Cost $10.01 Unrealized
COLONY CR REAL ESTATE INC COM CL A 0.2%
Value ($000) $243 Shares 15,411 Est. Cost $17.33 Unrealized
RAYTHEON CO COM NEW 0.2%
Value ($000) $242 Shares 1,580 Est. Cost $159.08 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $238 Shares 2,440 Est. Cost $61.43 Unrealized +42.5%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.2%
Value ($000) $230 Shares 1,971 Est. Cost $134.84 Unrealized
DHR DANAHER CORP DEL COM 0.2%
Value ($000) $220 Shares 2,134 Est. Cost $80.80 Unrealized +8.8%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $217 Shares 870 Est. Cost $131.67 Unrealized +78.5%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $206 Shares 3,454 Est. Cost $44.50 Unrealized +28.1%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $205 Shares 2,755 Est. Cost $81.14 Unrealized
MRK MERCK & CO INC COM 0.2%
Value ($000) $200 Shares 2,612 Est. Cost $45.03 Unrealized +25.5%
ARCONIC INC COM 0.2%
Value ($000) $197 Shares 11,662 Est. Cost $23.07 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $183 Shares 1,060 Est. Cost $181.41 Unrealized
SUSB ISHARES ESG 1-5 YEAR USD CORPORATE BOND ETF 0.1%
Value ($000) $181 Shares 7,385 Est. Cost $24.51 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $178 Shares 2,004 Est. Cost $59.66 Unrealized +33.5%
NUBD NUSHARES ESG U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $173 Shares 7,127 Est. Cost $24.14 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $167 Shares 1,975 Est. Cost $83.68 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $166 Shares 1,255 Est. Cost $102.72 Unrealized +14.6%
MMM 3M CO COM 0.1%
Value ($000) $166 Shares 870 Est. Cost $123.65 Unrealized +3.7%
PCAR PACCAR INC COM 0.1%
Value ($000) $151 Shares 2,650 Est. Cost $32.74 Unrealized -8.6%
VHT VANGUARD HEALTH CARE INDEX FUND 0.1%
Value ($000) $149 Shares 928 Est. Cost $146.89 Unrealized
IGSB ISHARES SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $145 Shares 2,804 Est. Cost $83.73 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $143 Shares 621 Est. Cost $205.11 Unrealized
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 0.1%
Value ($000) $143 Shares 1,392 Est. Cost $115.44 Unrealized
EATON VANCE NATL MUN OPPORT TR COM SHS 0.1%
Value ($000) $139 Shares 7,460 Est. Cost $21.39 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.1%
Value ($000) $138 Shares 830 Est. Cost $121.80 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $137 Shares 770 Est. Cost $118.88 Unrealized +26.3%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.1%
Value ($000) $136 Shares 3,564 Est. Cost $41.53 Unrealized
CI CIGNA CORP NEW COM 0.1%
Value ($000) $135 Shares 709 Est. Cost $190.77 Unrealized 0.0%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $134 Shares 657 Est. Cost $129.79 Unrealized +55.6%
VEEV VEEVA SYS INC CL A COM 0.1%
Value ($000) $134 Shares 1,500 Est. Cost $40.84 Unrealized +123.7%
AA ALCOA CORP COM 0.1%
Value ($000) $130 Shares 4,887 Est. Cost $47.30 Unrealized -32.1%
GLW CORNING INC COM 0.1%
Value ($000) $123 Shares 4,080 Est. Cost $18.64 Unrealized +40.4%
HUM HUMANA INC COM 0.1%
Value ($000) $123 Shares 430 Est. Cost $176.81 Unrealized +68.5%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $121 Shares 2,803 Est. Cost $25.09 Unrealized +47.1%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $119 Shares 2,020 Est. Cost $59.23 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $119 Shares 3,498 Est. Cost $28.04 Unrealized +8.5%
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.1%
Value ($000) $118 Shares 2,063 Est. Cost $64.92 Unrealized
DOWDUPONT INC COM 0.1%
Value ($000) $117 Shares 2,189 Est. Cost $70.89 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.1%
Value ($000) $113 Shares 948 Est. Cost $105.69 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $112 Shares 369 Est. Cost $325.45 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $107 Shares 668 Est. Cost $115.20 Unrealized +15.6%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.1%
Value ($000) $106 Shares 644 Est. Cost $200.31 Unrealized
BHB BAR HBR BANKSHARES COM 0.1%
Value ($000) $106 Shares 4,730 Est. Cost $21.15 Unrealized -11.1%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $105 Shares 1,769 Est. Cost $60.64 Unrealized -12.8%
VIRTUS GLOBAL DIVID INCOME FD COM 0.1%
Value ($000) $104 Shares 11,700 Est. Cost $12.62 Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.1%
Value ($000) $100 Shares 4,000 Est. Cost $24.75 Unrealized
BAC BANK AMER CORP COM 0.1%
Value ($000) $99 Shares 4,028 Est. Cost $16.29 Unrealized +39.9%
NEAR ISHARES SHORT MATURITY BOND ETF 0.1%
Value ($000) $99 Shares 1,994 Est. Cost $50.15 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $98 Shares 375 Est. Cost $195.92 Unrealized +27.6%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value ($000) $98 Shares 947 Est. Cost $107.71 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $97 Shares 1,300 Est. Cost $76.92 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.1%
Value ($000) $95 Shares 2,290 Est. Cost $31.79 Unrealized +28.7%
BKLN INVESCO SENIOR LOAN ETF 0.1%
Value ($000) $94 Shares 4,327 Est. Cost $23.11 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $92 Shares 1,776 Est. Cost $39.65 Unrealized +3.4%
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $88 Shares 11,586 Est. Cost $29.82 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.1%
Value ($000) $86 Shares 6,170 Est. Cost $14.61 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.1%
Value ($000) $85 Shares 885 Est. Cost $175.45 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $84 Shares 641 Est. Cost $88.52 Unrealized +36.9%
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $83 Shares 731 Est. Cost $85.13 Unrealized +1.5%
PIMCO CORPORATE & INCOME OPP F COM 0.1%
Value ($000) $83 Shares 5,436 Est. Cost $17.84 Unrealized
VPU VANGUARD UTILITIES INDEX FUND 0.1%
Value ($000) $82 Shares 700 Est. Cost $107.14 Unrealized
USRT ISHARES CORE U.S. REIT ETF 0.1%
Value ($000) $80 Shares 1,782 Est. Cost $47.68 Unrealized
HAWAIIAN HOLDINGS INC COM 0.1%
Value ($000) $79 Shares 3,000 Est. Cost $57.00 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $78 Shares 52 Est. Cost $61.15 Unrealized +36.0%
OKTA OKTA INC CL A 0.1%
Value ($000) $77 Shares 1,200 Est. Cost $33.37 Unrealized +77.6%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $73 Shares 629 Est. Cost $64.22 Unrealized +57.9%
PFF ISHARES U.S. PREFERRED STOCK ETF 0.1%
Value ($000) $73 Shares 2,145 Est. Cost $37.14 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $71 Shares 745 Est. Cost $62.09 Unrealized +53.0%
COHEN & STEERS TOTAL RETURN FD COM 0.1%
Value ($000) $69 Shares 6,450 Est. Cost $12.33 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $68 Shares 939 Est. Cost $36.87 Unrealized +68.5%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value ($000) $67 Shares 1,080 Est. Cost $43.56 Unrealized +38.1%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $67 Shares 1,464 Est. Cost $40.88 Unrealized +2.8%
AI POWERED EQUITY ETF 0.1%
Value ($000) $66 Shares 3,042 Est. Cost $26.79 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $65 Shares 405 Est. Cost $158.34 Unrealized +17.4%
LOW LOWES COS INC COM 0.0%
Value ($000) $64 Shares 690 Est. Cost $80.76 Unrealized +4.8%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $64 Shares 590 Est. Cost $75.74 Unrealized +11.9%
ELV ANTHEM INC COM 0.0%
Value ($000) $63 Shares 240 Est. Cost $156.53 Unrealized +59.8%
ESGE ISHARES MSCI EM ESG SELECT ETF 0.0%
Value ($000) $57 Shares 1,869 Est. Cost $31.83 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $56 Shares 1,246 Est. Cost $41.82 Unrealized +3.2%
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $54 Shares 1,500 Est. Cost $47.56 Unrealized -20.0%
CALAMOS STRATEGIC TOTL RETN FD COM SH BEN INT 0.0%
Value ($000) $53 Shares 5,000 Est. Cost $10.56 Unrealized
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $53 Shares 1,201 Est. Cost $47.77 Unrealized
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $52 Shares 256 Est. Cost $150.98 Unrealized +0.6%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $51 Shares 787 Est. Cost $44.09 Unrealized +14.9%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND 0.0%
Value ($000) $50 Shares 642 Est. Cost $80.90 Unrealized
NUSC NUSHARES ESG SMALL-CAP ETF 0.0%
Value ($000) $50 Shares 2,033 Est. Cost $28.82 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $49 Shares 1,015 Est. Cost $51.13 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $49 Shares 125 Est. Cost $489.28 Unrealized
CAC CAMDEN NATL CORP COM 0.0%
Value ($000) $47 Shares 1,311 Est. Cost $33.07 Unrealized -8.7%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $47 Shares 4,500 Est. Cost $6.56 Unrealized +46.8%
NUVEEN SELECT TAX FREE INCM PT SH BEN INT 0.0%
Value ($000) $46 Shares 3,400 Est. Cost $13.55 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $45 Shares 1,178 Est. Cost $38.55 Unrealized
IYC ISHARES U.S. CONSUMER SERVICES ETF 0.0%
Value ($000) $45 Shares 250 Est. Cost $152.00 Unrealized
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $44 Shares 600 Est. Cost $79.50 Unrealized
EEMV ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF 0.0%
Value ($000) $44 Shares 796 Est. Cost $59.19 Unrealized
SEAGATE TECHNOLOGY PLC SHS 0.0%
Value ($000) $43 Shares 1,115 Est. Cost $38.11 Unrealized
CWST CASELLA WASTE SYS INC CL A 0.0%
Value ($000) $43 Shares 1,500 Est. Cost $11.75 Unrealized +158.4%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $43 Shares 320 Est. Cost $2.06 Unrealized +130.4%
BLACKROCK STRATEGIC MUN TR COM 0.0%
Value ($000) $42 Shares 3,500 Est. Cost $13.43 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $40 Shares 482 Est. Cost $85.06 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $40 Shares 745 Est. Cost $55.03 Unrealized
NUMG NUSHARES ESG MID-CAP GROWTH ETF 0.0%
Value ($000) $39 Shares 1,472 Est. Cost $32.65 Unrealized
ZS ZSCALER INC COM 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $37.77 Unrealized 0.0%
UHT UNIVERSAL HEALTH RLTY INCM TR SH BEN INT 0.0%
Value ($000) $38 Shares 619 Est. Cost $66.24 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $37 Shares 306 Est. Cost $100.24 Unrealized +6.9%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $36 Shares 300 Est. Cost $115.96 Unrealized -12.4%
SO SOUTHERN CO COM 0.0%
Value ($000) $35 Shares 800 Est. Cost $34.63 Unrealized -1.1%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $34 Shares 150 Est. Cost $144.69 Unrealized +43.9%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $34 Shares 752 Est. Cost $33.83 Unrealized +13.2%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $33 Shares 617 Est. Cost $51.95 Unrealized -7.6%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $32 Shares 294 Est. Cost $61.37 Unrealized +25.1%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $32 Shares 170 Est. Cost $98.27 Unrealized +94.3%
FIREEYE INC COM 0.0%
Value ($000) $32 Shares 2,000 Est. Cost $12.04 Unrealized
INGERSOLL-RAND PLC SHS 0.0%
Value ($000) $32 Shares 350 Est. Cost $94.29 Unrealized
AOR ISHARES GROWTH ALLOCATION FUND 0.0%
Value ($000) $31 Shares 752 Est. Cost $41.29 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $31 Shares 244 Est. Cost $108.70 Unrealized +1.7%
VFC V F CORP COM 0.0%
Value ($000) $31 Shares 440 Est. Cost $51.86 Unrealized +47.5%
ISHARES COMEX GOLD TRUST 0.0%
Value ($000) $31 Shares 2,500 Est. Cost $12.21 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $30 Shares 250 Est. Cost $112.78 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $30 Shares 171 Est. Cost $31.65 Unrealized +15.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $29 Shares 130 Est. Cost $147.11 Unrealized +56.5%
SIX FLAGS ENTMT CORP NEW COM 0.0%
Value ($000) $28 Shares 500 Est. Cost $56.00 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $28 Shares 457 Est. Cost $34.82 Unrealized +53.4%
TEX TEREX CORP NEW COM 0.0%
Value ($000) $28 Shares 1,020 Est. Cost $27.74 Unrealized +15.3%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $28 Shares 707 Est. Cost $35.99 Unrealized -0.6%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $28 Shares 174 Est. Cost $87.38 Unrealized +48.2%
WESTERN ASSET MUN DEF OPP TR COM 0.0%
Value ($000) $28 Shares 1,420 Est. Cost $21.83 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $27 Shares 351 Est. Cost $79.48 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $27 Shares 702 Est. Cost $43.40 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $27 Shares 300 Est. Cost $60.77 Unrealized +31.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $27 Shares 740 Est. Cost $36.49 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $27 Shares 251 Est. Cost $87.67 Unrealized +12.5%
CSX CSX CORP COM 0.0%
Value ($000) $26 Shares 414 Est. Cost $9.89 Unrealized +111.4%
WMT WALMART INC COM 0.0%
Value ($000) $26 Shares 275 Est. Cost $23.13 Unrealized +24.3%
GABELLI DIVD & INCOME TR COM 0.0%
Value ($000) $26 Shares 1,400 Est. Cost $20.00 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $26 Shares 304 Est. Cost $58.66 Unrealized +24.9%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $26 Shares 410 Est. Cost $45.94 Unrealized +16.8%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $26 Shares 240 Est. Cost $69.39 Unrealized +56.4%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $17.07 Unrealized +33.9%
FLTB FIDELITY LIMITED TERM BOND ETF 0.0%
Value ($000) $25 Shares 500 Est. Cost $50.00 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $25 Shares 287 Est. Cost $52.67 Unrealized +21.3%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $24 Shares 484 Est. Cost $33.98 Unrealized -2.5%
ACWV ISHARES EDGE MSCI MIN VOL GLOBAL ETF 0.0%
Value ($000) $24 Shares 300 Est. Cost $73.89 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $24 Shares 190 Est. Cost $126.32 Unrealized
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $24 Shares 3,149 Est. Cost $7.21 Unrealized -13.9%
VTR VENTAS INC COM 0.0%
Value ($000) $24 Shares 416 Est. Cost $44.48 Unrealized -1.1%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $23 Shares 270 Est. Cost $57.16 Unrealized +32.7%
COOPER COS INC COM NEW 0.0%
Value ($000) $22 Shares 85 Est. Cost $176.47 Unrealized
MCHP MICROCHIP TECHNOLOGY INC COM 0.0%
Value ($000) $22 Shares 300 Est. Cost $26.55 Unrealized +16.3%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $22 Shares 167 Est. Cost $139.12 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $22 Shares 445 Est. Cost $45.36 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $21 Shares 148 Est. Cost $103.66 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $21 Shares 323 Est. Cost $60.45 Unrealized -1.8%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $21 Shares 300 Est. Cost $48.97 Unrealized +8.7%
WBS WEBSTER FINL CORP CONN COM 0.0%
Value ($000) $20 Shares 412 Est. Cost $45.93 Unrealized +24.3%
MAINSTAY MACKAY DEFINDTRM MUNI COM 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $20.00 Unrealized
SIERRA WIRELESS INC COM 0.0%
Value ($000) $20 Shares 1,500 Est. Cost $16.00 Unrealized
HCP INC COM 0.0%
Value ($000) $20 Shares 700 Est. Cost $31.43 Unrealized
SYK STRYKER CORP COM 0.0%
Value ($000) $20 Shares 130 Est. Cost $103.92 Unrealized +48.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $20 Shares 315 Est. Cost $47.45 Unrealized +32.0%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $20 Shares 579 Est. Cost $57.04 Unrealized -31.3%
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $19 Shares 435 Est. Cost $48.95 Unrealized -11.8%
AVANGRID INC COM 0.0%
Value ($000) $19 Shares 383 Est. Cost $44.39 Unrealized
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $19 Shares 570 Est. Cost $21.85 Unrealized +45.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $18 Shares 140 Est. Cost $107.14 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $18 Shares 300 Est. Cost $34.23 Unrealized +58.5%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $18 Shares 200 Est. Cost $90.00 Unrealized
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $17 Shares 321 Est. Cost $57.47 Unrealized +0.4%
NATUS MEDICAL INC DEL COM 0.0%
Value ($000) $17 Shares 500 Est. Cost $34.00 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $16 Shares 192 Est. Cost $86.63 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $16 Shares 200 Est. Cost $15.27 Unrealized +31.3%
PATTERSON COMPANIES INC COM 0.0%
Value ($000) $16 Shares 824 Est. Cost $41.26 Unrealized
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $16 Shares 253 Est. Cost $102.77 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $16 Shares 445 Est. Cost $53.46 Unrealized -24.8%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value ($000) $16 Shares 300 Est. Cost $39.69 Unrealized +6.6%
FS KKR CAPITAL CORP COM 0.0%
Value ($000) $15 Shares 2,968 Est. Cost $7.08 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $15 Shares 173 Est. Cost $40.10 Unrealized +107.2%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $15 Shares 500 Est. Cost $32.67 Unrealized -2.9%
NUE NUCOR CORP COM 0.0%
Value ($000) $15 Shares 280 Est. Cost $48.78 Unrealized +4.0%
AON PLC SHS CL A 0.0%
Value ($000) $15 Shares 100 Est. Cost $110.00 Unrealized
META FACEBOOK INC CL A 0.0%
Value ($000) $15 Shares 111 Est. Cost $129.06 Unrealized +11.5%
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $14 Shares 350 Est. Cost $48.57 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $14 Shares 282 Est. Cost $49.65 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $14 Shares 125 Est. Cost $112.00 Unrealized
GRMN GARMIN LTD SHS 0.0%
Value ($000) $13 Shares 207 Est. Cost $39.20 Unrealized +39.8%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $13 Shares 103 Est. Cost $114.85 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $13 Shares 328 Est. Cost $44.87 Unrealized -26.5%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $13 Shares 72 Est. Cost $144.39 Unrealized
FTS FORTIS INC COM 0.0%
Value ($000) $12 Shares 345 Est. Cost $27.08 Unrealized -5.1%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $12 Shares 130 Est. Cost $62.74 Unrealized +23.0%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $12 Shares 100 Est. Cost $110.00 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $12 Shares 283 Est. Cost $58.77 Unrealized -37.7%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $12 Shares 105 Est. Cost $79.21 Unrealized +25.0%
UCB UNITED CMNTY BKS BLAIRSVLE GA COM 0.0%
Value ($000) $11 Shares 500 Est. Cost $25.05 Unrealized -1.4%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $11 Shares 80 Est. Cost $127.49 Unrealized +12.1%
MGEE MGE ENERGY INC COM 0.0%
Value ($000) $11 Shares 180 Est. Cost $49.58 Unrealized +10.5%
TAUBMAN CTRS INC COM 0.0%
Value ($000) $11 Shares 250 Est. Cost $60.00 Unrealized
WESTPORT FUEL SYSTEMS INC COM NEW 0.0%
Value ($000) $11 Shares 8,000 Est. Cost $1.13 Unrealized
SQM SOCIEDAD QUIMICA MINERA DE CHI SPON ADR SER B 0.0%
Value ($000) $11 Shares 300 Est. Cost $53.33 Unrealized
ANNALY CAP MGMT INC COM 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $12.00 Unrealized
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $105.56 Unrealized +0.5%
DWS MUN INCOME TR NEW COM 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $11.00 Unrealized
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $10 Shares 292 Est. Cost $33.94 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $10 Shares 247 Est. Cost $39.89 Unrealized -15.6%
HMC HONDA MOTOR LTD AMERN SHS 0.0%
Value ($000) $10 Shares 360 Est. Cost $28.42 Unrealized
GOLDMAN SACHS MLP ENERGY RENAI COM 0.0%
Value ($000) $10 Shares 2,175 Est. Cost $7.36 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $10 Shares 97 Est. Cost $103.09 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $10 Shares 115 Est. Cost $95.65 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $10 Shares 318 Est. Cost $64.74 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $82.41 Unrealized -11.3%
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $9 Shares 694 Est. Cost $14.41 Unrealized
FDMO FIDELITY MOMENTUM FACTOR ETF 0.0%
Value ($000) $9 Shares 300 Est. Cost $33.01 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $9 Shares 105 Est. Cost $60.50 Unrealized +18.3%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $9 Shares 200 Est. Cost $55.61 Unrealized
DANAHER CORP DEL 0 01/22/2021 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $3.00 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $8 Shares 140 Est. Cost $64.29 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $8 Shares 599 Est. Cost $17.63 Unrealized -10.1%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $21.93 Unrealized +29.3%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $71.92 Unrealized +6.5%
JPMORGAN ALERIAN MLP INDEX ETN 0.0%
Value ($000) $8 Shares 370 Est. Cost $21.62 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $8 Shares 622 Est. Cost $13.59 Unrealized 0.0%
O REALTY INCOME CORP COM 0.0%
Value ($000) $8 Shares 128 Est. Cost $36.37 Unrealized +16.5%
XEROX CORP COM NEW 0.0%
Value ($000) $7 Shares 341 Est. Cost $31.22 Unrealized
TFX TELEFLEX INC COM 0.0%
Value ($000) $7 Shares 29 Est. Cost $171.02 Unrealized +42.0%
CWEN CLEARWAY ENERGY INC CL C 0.0%
Value ($000) $7 Shares 400 Est. Cost $13.05 Unrealized -0.7%
VYX NCR CORP NEW COM 0.0%
Value ($000) $7 Shares 320 Est. Cost $24.18 Unrealized -35.1%
APLE APPLE HOSPITALITY REIT INC COM NEW 0.0%
Value ($000) $7 Shares 500 Est. Cost $18.00 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $82.90 Unrealized
FXD FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND 0.0%
Value ($000) $7 Shares 177 Est. Cost $39.55 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $6 Shares 205 Est. Cost $17.54 Unrealized +29.2%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $6 Shares 120 Est. Cost $58.06 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $57.54 Unrealized -1.3%
AQUA AMERICA INC COM 0.0%
Value ($000) $6 Shares 163 Est. Cost $31.85 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $6 Shares 207 Est. Cost $20.22 Unrealized +25.0%
RPM RPM INTL INC COM 0.0%
Value ($000) $6 Shares 102 Est. Cost $52.48 Unrealized +16.7%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $6 Shares 38 Est. Cost $140.23 Unrealized +26.1%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $6 Shares 115 Est. Cost $55.88 Unrealized -11.7%
EBAY EBAY INC COM 0.0%
Value ($000) $5 Shares 173 Est. Cost $26.28 Unrealized -0.4%
PCG PG&E CORP COM 0.0%
Value ($000) $5 Shares 192 Est. Cost $42.86 Unrealized -17.5%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $5 Shares 40 Est. Cost $100.00 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $5 Shares 137 Est. Cost $26.68 Unrealized +28.6%
ALTRA INDL MOTION CORP COM 0.0%
Value ($000) $5 Shares 192 Est. Cost $26.04 Unrealized
GRNB VANECK VECTORS GREEN BOND ETF 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
RLJ LODGING TR CUM CONV PFD A 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
SON SONOCO PRODS CO COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $38.39 Unrealized +11.6%
OXY OCCIDENTAL PETE CORP DEL COM 0.0%
Value ($000) $5 Shares 80 Est. Cost $66.34 Unrealized -10.3%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $35.50 Unrealized +11.7%
CB CHUBB LIMITED COM 0.0%
Value ($000) $4 Shares 29 Est. Cost $111.98 Unrealized +2.3%
JBGS JBG SMITH PPTYS COM 0.0%
Value ($000) $4 Shares 126 Est. Cost $31.75 Unrealized
ITRI ITRON INC COM 0.0%
Value ($000) $4 Shares 90 Est. Cost $60.29 Unrealized -12.3%
DELL TECHNOLOGIES INC COM CL V 0.0%
Value ($000) $4 Shares 46 Est. Cost $54.05 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
IBUY AMPLIFY ONLINE RETAIL ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
STERICYCLE INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $70.00 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $4 Shares 276 Est. Cost $11.70 Unrealized -4.3%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $54.44 Unrealized -2.6%
EBIX INC COM NEW 0.0%
Value ($000) $4 Shares 100 Est. Cost $50.00 Unrealized
THRM GENTHERM INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.10 Unrealized +17.2%
POST POST HLDGS INC COM 0.0%
Value ($000) $4 Shares 42 Est. Cost $53.91 Unrealized +11.7%
FNB FNB CORP PA COM 0.0%
Value ($000) $3 Shares 336 Est. Cost $10.85 Unrealized -19.7%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $3 Shares 62 Est. Cost $52.84 Unrealized -0.8%
VERINT SYS INC 1.5 06/01/2021 0.0%
Value ($000) $3 Shares 3,000 Est. Cost $1.00 Unrealized
ILLUMINA INC 0.5 06/15/2021 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $1.00 Unrealized
AMERIGAS PARTNERS L P UNIT L P INT 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.00 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.88 Unrealized -18.4%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $3 Shares 40 Est. Cost $77.60 Unrealized
COHEN & STEERS QUALITY RLTY FD COM 0.0%
Value ($000) $3 Shares 280 Est. Cost $10.71 Unrealized
FIAT CHRYSLER AUTOMOBILES N V SHS 0.0%
Value ($000) $3 Shares 191 Est. Cost $10.47 Unrealized
TMUS T MOBILE US INC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $58.95 Unrealized +10.0%
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $3 Shares 25 Est. Cost $160.00 Unrealized
ALERIAN MLP ETF 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.00 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $3 Shares 108 Est. Cost $26.26 Unrealized -15.2%
CNDT CONDUENT INC COM 0.0%
Value ($000) $3 Shares 273 Est. Cost $15.44 Unrealized +0.9%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $3 Shares 90 Est. Cost $40.87 Unrealized -19.1%
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $3 Shares 2 Est. Cost $1000.00 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $3 Shares 15 Est. Cost $133.33 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $3 Shares 54 Est. Cost $68.97 Unrealized
JBLU JETBLUE AIRWAYS CORP COM 0.0%
Value ($000) $3 Shares 166 Est. Cost $21.26 Unrealized -18.0%
XILINX INC COM 0.0%
Value ($000) $3 Shares 35 Est. Cost $57.14 Unrealized
ATLAS AIR WORLDWIDE HLDGS INC 2.25 06/01/2022 0.0%
Value ($000) $3 Shares 3,000 Est. Cost $1.00 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $3 Shares 20 Est. Cost $118.92 Unrealized
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $2 Shares 82 Est. Cost $32.71 Unrealized -56.6%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $72.09 Unrealized +11.6%
WYNDHAM DESTINATIONS INC COM 0.0%
Value ($000) $2 Shares 55 Est. Cost $72.73 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $2 Shares 90 Est. Cost $24.39 Unrealized
ASTE ASTEC INDS INC COM 0.0%
Value ($000) $2 Shares 70 Est. Cost $56.58 Unrealized -38.5%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 60 Est. Cost $49.81 Unrealized -27.4%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $61.53 Unrealized -4.2%
AL AIR LEASE CORP CL A 0.0%
Value ($000) $2 Shares 67 Est. Cost $38.14 Unrealized -12.4%
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $2 Shares 55 Est. Cost $60.97 Unrealized -20.5%
EXC EXELON CORP COM 0.0%
Value ($000) $2 Shares 55 Est. Cost $21.97 Unrealized +13.5%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
EATON VANCE TAX MNGD GBL DV EQ COM 0.0%
Value ($000) $2 Shares 300 Est. Cost $10.00 Unrealized
HILL ROM HLDGS INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $47.62 Unrealized
UE URBAN EDGE PPTYS COM 0.0%
Value ($000) $2 Shares 126 Est. Cost $23.81 Unrealized
ICLN ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND 0.0%
Value ($000) $2 Shares 265 Est. Cost $7.55 Unrealized
ETD ETHAN ALLEN INTERIORS INC COM 0.0%
Value ($000) $1 Shares 48 Est. Cost $18.58 Unrealized -37.3%
TUPPERWARE BRANDS CORP COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $69.59 Unrealized
ALLERGAN PLC SHS 0.0%
Value ($000) $1 Shares 10 Est. Cost $200.00 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $59.64 Unrealized +6.1%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 0.0%
Value ($000) $1 Shares 80 Est. Cost $36.32 Unrealized
DREYFUS HIGH YIELD STRATEGIES SH BEN INT 0.0%
Value ($000) $1 Shares 500 Est. Cost $4.00 Unrealized
LITHIUM AMERS CORP NEW COM NEW 0.0%
Value ($000) $1 Shares 400 Est. Cost $5.00 Unrealized
FLDR FIDELITY LOW DURATION BOND FACTOR ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.06 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $24.73 Unrealized -18.1%
MEDIDATA SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $1 Shares 52 Est. Cost $21.51 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $137.76 Unrealized -14.3%
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 0.0%
Value ($000) $1 Shares 50 Est. Cost $27.50 Unrealized
GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 0.0%
Value ($000) $1 Shares 24 Est. Cost $50.08 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $1 Shares 11 Est. Cost $47.37 Unrealized +79.5%
DSX DIANA SHIPPING INC COM 0.0%
Value ($000) $1 Shares 311 Est. Cost $1.72 Unrealized +22.7%
MACQUARIE INFRASTRUCTURE CORP COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $54.05 Unrealized
FIVE STAR SENIOR LIVING INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
VC VISTEON CORP COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $98.32 Unrealized -23.7%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.66 Unrealized +29.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $56.59 Unrealized +1.2%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $95.13 Unrealized 0.0%
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $51.29 Unrealized +13.8%
NAVIOS MARITIME HLDGS INC COM 0.0%
Value ($000) $0 Shares 182 Est. Cost Unrealized
FITBIT INC CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized