Fusion Family Wealth LLC Diversified Active

CIK: 0001696209 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 7, 2017

Total Value ($000): $292,086 (100.0% shares, 0.0% debt)

Holdings (283)

VEA VANGUARD FTSE DEVELOPED MARKET ETF 13.3%
Value ($000) $38,944 Shares 942,504 Est. Cost $39.35 Unrealized
VOO VANGUARD INDEX FDS FORMERLY VANGUARD INDEX TR TO 05/24/2001 S&P 500 ETF SHS NEW 9.8%
Value ($000) $28,535 Shares 128,501 Est. Cost $216.65 Unrealized
OPPENHEIMER REV WEIGHTED ETF T LARGE CAP REV ET 8.9%
Value ($000) $25,986 Shares 558,960 Est. Cost $44.18 Unrealized
POWERSHARES QQQ TR UNIT SER 1 6.0%
Value ($000) $17,491 Shares 127,079 Est. Cost $122.91 Unrealized
VSS VANGUARD INTL EQUITY INDEX FDS FTSE ALL WORLD EX USA SMALL CAP INDEX FD ETF SHS 4.8%
Value ($000) $13,962 Shares 128,798 Est. Cost $102.28 Unrealized
VV VANGUARD INDEX FDS VANGUARD LARGE CAP VIPERS FORMERLY VANGUARD INDEX TR 4.6%
Value ($000) $13,296 Shares 119,766 Est. Cost $108.09 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF 4.5%
Value ($000) $13,029 Shares 319,115 Est. Cost $37.34 Unrealized
VB VANGUARD INDEX FDS VANGUARD SMALL CAP VIPERS FORMERLY VANGUARD INDEX TR 3.5%
Value ($000) $10,207 Shares 75,306 Est. Cost $133.33 Unrealized
CLAYMORE EXCHANGE-TRADED FD TR GUGGENHEIM BULLETSHARES 2020 CORP BD ETF 3.3%
Value ($000) $9,610 Shares 447,395 Est. Cost $21.34 Unrealized
POWERSHARES EXCHANGE TRADED FD TR DYNAMIC BUYBACK ACHIEVERS PORT 3.3%
Value ($000) $9,542 Shares 177,794 Est. Cost $53.67 Unrealized
CLAYMORE EXCHANGE TRADED FD TR GUGGENHEIM BULLETSHARES 2022 CORP BD ETF 3.2%
Value ($000) $9,258 Shares 434,242 Est. Cost $21.07 Unrealized
ECON COLUMBIA ETF TR II COLUMBIA EMERGING MKTS CONSUMER ETF 2.9%
Value ($000) $8,473 Shares 324,391 Est. Cost $22.84 Unrealized
CLAYMORE EXCHANGE-TRADED FD TR GUGGENHEIM BULLETSHARES 2018 CORP BD ETF 2.8%
Value ($000) $8,283 Shares 389,779 Est. Cost $21.22 Unrealized
OPPENHEIMER REV WEIGHTED ETF T MID CAP REV ETF 2.5%
Value ($000) $7,168 Shares 127,229 Est. Cost $54.87 Unrealized
OPPENHEIMER REV WEIGHTED ETF T SMALL CAP REV ET 2.3%
Value ($000) $6,769 Shares 102,518 Est. Cost $67.00 Unrealized
DEM WISDOMTREE TR EMERGING MKTS HIGH DIVID FD 1.8%
Value ($000) $5,392 Shares 131,533 Est. Cost $38.94 Unrealized
QAI INDEXIQ ETF TR IQ HEDGE MULTI-STRATEGY TRACKER ETF 1.7%
Value ($000) $5,019 Shares 170,652 Est. Cost $28.79 Unrealized
CLAYMORE EXCHANGE TRADED FD TR GUGGENHEIM BULLETSHARES 2024 CORP BD ETF 1.7%
Value ($000) $4,920 Shares 236,082 Est. Cost $20.69 Unrealized
CLAYMORE EXCHANGE-TRADED FD TR GUGGENHEIM BULLETSHARES 2019 CORP BD ETF 1.6%
Value ($000) $4,702 Shares 221,149 Est. Cost $21.19 Unrealized
CLAYMORE EXCHANGE TRADED FD TR GUGGENHEIM BULLETSHARES 2021 CORP BD ETF 1.6%
Value ($000) $4,690 Shares 220,194 Est. Cost $21.09 Unrealized
VO VANGUARD INDEX FDS VANGUARD MID CAP VIPERS FORMERLY VANGUARD INDEX TR 1.6%
Value ($000) $4,608 Shares 32,332 Est. Cost $139.24 Unrealized
ISHARES GOLD TR ISHARES 1.1%
Value ($000) $3,146 Shares 263,491 Est. Cost $11.51 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A FRMLY COMMON 0.9%
Value ($000) $2,547 Shares 10 Est. Cost $230816.08 Unrealized +8.2%
MNA INDEXIQ ETF TR IQ ARB MERGER ARBITRAGE ETF 0.7%
Value ($000) $2,150 Shares 69,936 Est. Cost $29.37 Unrealized
IWC ISHARES TR MICRO-CAP ETF 0.6%
Value ($000) $1,860 Shares 20,914 Est. Cost $85.12 Unrealized
ISHARES IBONDS SEP 2019 TERM MUNI BOND ETF 0.6%
Value ($000) $1,689 Shares 66,167 Est. Cost $25.46 Unrealized
ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF 0.6%
Value ($000) $1,676 Shares 64,965 Est. Cost $25.59 Unrealized
ISHARES IBONDS SEP 2020 TERM MUNI BOND ETF 0.6%
Value ($000) $1,671 Shares 65,310 Est. Cost $25.48 Unrealized
ISHARES IBONDS 2018 TERM MUNI BOND ETF 0.5%
Value ($000) $1,457 Shares 57,189 Est. Cost $25.45 Unrealized
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF 0.4%
Value ($000) $1,311 Shares 50,406 Est. Cost $25.64 Unrealized
AAPL APPLE INC 0.4%
Value ($000) $1,188 Shares 8,249 Est. Cost $26.09 Unrealized +31.5%
FFIC FLUSHING FINANCIAL CORP 0.3%
Value ($000) $860 Shares 30,511 Est. Cost $17.09 Unrealized +8.3%
DPZ DOMINOS PIZZA INC COM 0.3%
Value ($000) $744 Shares 3,518 Est. Cost $146.79 Unrealized +22.1%
JPM JP MORGAN CHASE & CO COM ISIN#US46625H1005 0.2%
Value ($000) $696 Shares 7,612 Est. Cost $69.68 Unrealized -1.6%
DHS WISDOMTREE TR HIGH DIVID FD 0.2%
Value ($000) $658 Shares 9,633 Est. Cost $67.13 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $635 Shares 7,871 Est. Cost $58.17 Unrealized -4.6%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.2%
Value ($000) $577 Shares 8,236 Est. Cost $125.72 Unrealized
META FACEBOOK INC CL A 0.2%
Value ($000) $557 Shares 3,686 Est. Cost $122.72 Unrealized +20.3%
RWO SPDR INDEX SHS FDS DJ WILSHIRE GLOBAL 0.2%
Value ($000) $541 Shares 11,336 Est. Cost $47.09 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $513 Shares 3,026 Est. Cost $155.59 Unrealized +6.9%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $502 Shares 7,698 Est. Cost $59.65 Unrealized
CIGNA CORPORATION COM 0.2%
Value ($000) $485 Shares 2,900 Est. Cost $144.83 Unrealized
SPY SPDR S&P 500 ETF TRUST UNIT SER 1 S&P 0.2%
Value ($000) $459 Shares 1,900 Est. Cost $227.49 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $451 Shares 4,249 Est. Cost $90.71 Unrealized +12.9%
VEU VANGUARD INTL EQUITY INDEX FD INC FTSE ALL WORLD EX US INDEX FD ETFS SHS 0.2%
Value ($000) $449 Shares 8,981 Est. Cost $45.56 Unrealized
NATH NATHANS FAMOUS INC NEW 0.1%
Value ($000) $415 Shares 6,580 Est. Cost $57.62 Unrealized +12.9%
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $398 Shares 5,366 Est. Cost $55.37 Unrealized +9.5%
BDX BECTON DICKINSON CO 0.1%
Value ($000) $390 Shares 2,000 Est. Cost $144.69 Unrealized +11.0%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $380 Shares 2,186 Est. Cost $167.14 Unrealized
PG PROCTER & GAMBLE CO COM 0.1%
Value ($000) $374 Shares 4,293 Est. Cost $66.77 Unrealized +5.1%
ESBA EMPIRE ST RLTY OP L P UNIT LTD PARTNERSHIP INT SER ES 0.1%
Value ($000) $357 Shares 17,206 Est. Cost $19.70 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 0.1%
Value ($000) $337 Shares 2,665 Est. Cost $121.76 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $327 Shares 10,462 Est. Cost $23.05 Unrealized +8.7%
HSY HERSHEY CO 0.1%
Value ($000) $322 Shares 3,000 Est. Cost $79.47 Unrealized +13.0%
IYM ISHARES DOW JONES U.S. BASIC MATERIAL SECTOR ETF 0.1%
Value ($000) $309 Shares 3,454 Est. Cost $85.31 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $287 Shares 1,179 Est. Cost $227.45 Unrealized
CLAYMORE EXCHANGE TRADED FD TRUST GUGGENHEIM BLTSHRS 2018 HIGH YLD CP BD 0.1%
Value ($000) $283 Shares 11,162 Est. Cost $25.28 Unrealized
CLAYMORE EXCHANGE TRADED FD TRUST GUGGENHEIM BLTSHRS 2017 HIGH YLD CP BD 0.1%
Value ($000) $275 Shares 10,705 Est. Cost $25.85 Unrealized
XLE SECTOR SPDR TR SHS BEN INT ENERGY 0.1%
Value ($000) $270 Shares 4,163 Est. Cost $69.90 Unrealized
MGV VANGUARD WORLD FD MEGA CAP VALUE ETF 0.1%
Value ($000) $266 Shares 3,840 Est. Cost $68.49 Unrealized
IBM INTERNATIONAL BUSINESS MACHS CORP COM 0.1%
Value ($000) $261 Shares 1,699 Est. Cost $114.39 Unrealized -9.3%
PAVMED INC COM 0.1%
Value ($000) $251 Shares 55,745 Est. Cost $4.50 Unrealized
IYR ISHARES U S REAL ESTATE ETF 0.1%
Value ($000) $248 Shares 3,108 Est. Cost $77.17 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.1%
Value ($000) $240 Shares 2,030 Est. Cost $113.59 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $234 Shares 5,649 Est. Cost $36.93 Unrealized
IWR ISHARES TR RUS MID-CAP ETF 0.1%
Value ($000) $232 Shares 1,210 Est. Cost $181.21 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $224 Shares 1,008 Est. Cost $167.76 Unrealized +10.0%
CLAYMORE EXCHANGE TRADED FD TRUST GUGGENHEIM BULLETSHR 2019 HIGH YLD CP BD 0.1%
Value ($000) $221 Shares 8,942 Est. Cost $24.30 Unrealized
DOL WISDOMTREE TR INTL LARGECAP DIVID FD 0.1%
Value ($000) $221 Shares 4,678 Est. Cost $43.86 Unrealized
DLS WISDOMTREE TR INTL SMALLCAP DIVID FD 0.1%
Value ($000) $212 Shares 3,046 Est. Cost $65.33 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $210 Shares 3,048 Est. Cost $53.94 Unrealized +15.6%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $210 Shares 1,767 Est. Cost $107.22 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.1%
Value ($000) $188 Shares 592 Est. Cost $304.07 Unrealized
DES WISDOMTREE TR SMALLCAP DIVID FD 0.1%
Value ($000) $182 Shares 2,264 Est. Cost $61.92 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $175 Shares 1,900 Est. Cost $88.60 Unrealized
ABM ABM INDS INC COM 0.1%
Value ($000) $174 Shares 4,200 Est. Cost $33.86 Unrealized +5.2%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $171 Shares 1,769 Est. Cost $95.33 Unrealized
FDM FIRST TR DOW JONES SELECT MICROCAP INDEX FD COM SHS ANNUAL 0.1%
Value ($000) $164 Shares 3,711 Est. Cost $44.19 Unrealized
SUSA ISHARES TR USA ESG SLCT ETF 0.1%
Value ($000) $159 Shares 1,550 Est. Cost $92.90 Unrealized
DON WISDOMTREE TR MIDCAP DIVID FD 0.1%
Value ($000) $154 Shares 1,571 Est. Cost $95.37 Unrealized
AMZN AMAZON.COM INC 0.1%
Value ($000) $153 Shares 158 Est. Cost $39.18 Unrealized +21.8%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $148 Shares 1,752 Est. Cost $60.98 Unrealized +15.3%
MA MASTERCARD INC CL A COM 0.0%
Value ($000) $146 Shares 1,204 Est. Cost $98.27 Unrealized +15.1%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $146 Shares 161 Est. Cost $38.66 Unrealized +17.5%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $140 Shares 4,512 Est. Cost $34.71 Unrealized
PFF ISHARES TR U.S. PFD STK ETF 0.0%
Value ($000) $137 Shares 3,510 Est. Cost $38.04 Unrealized
CELGENE CORP 0.0%
Value ($000) $136 Shares 1,050 Est. Cost $117.13 Unrealized
VNQ VANGUARD INDEX FDS VANGUARD REIT ETF VANGUARD INDEX TR TO 05/24/01 REIT VIPER SHS 0.0%
Value ($000) $128 Shares 1,540 Est. Cost $82.47 Unrealized
POWERSHARES EXCH TRADED FD TR II PREFERRED PORTFOLIO 0.0%
Value ($000) $124 Shares 8,230 Est. Cost $15.07 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $117 Shares 126 Est. Cost $39.68 Unrealized +17.0%
VPL VANGUARD INTL EQUITY INDEX FDS FTSE PAC ETF 0.0%
Value ($000) $117 Shares 1,780 Est. Cost $60.64 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $115 Shares 819 Est. Cost $134.38 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $114 Shares 1,092 Est. Cost $73.80 Unrealized -0.8%
NEWT NEWTEK BUSINESS SVCS CORP COM NEW 0.0%
Value ($000) $113 Shares 6,935 Est. Cost $15.63 Unrealized +7.1%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $107 Shares 2,200 Est. Cost $40.38 Unrealized +18.1%
LQD ISHARES IBOXX INVESTMENT GRADE CORP BOND ETF 0.0%
Value ($000) $102 Shares 846 Est. Cost $117.89 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $102 Shares 1,210 Est. Cost $78.48 Unrealized -1.4%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $102 Shares 1,383 Est. Cost $15.27 Unrealized +10.1%
NUVEEN PREFERRED SECURITIES IN COM FUND 0.0%
Value ($000) $98 Shares 9,573 Est. Cost $9.52 Unrealized
GENERAL GROWTH PPTYS INC NEW COM 0.0%
Value ($000) $96 Shares 4,060 Est. Cost $24.88 Unrealized
IUSG ISHARES CORE S&P US GROWTH ETF 0.0%
Value ($000) $94 Shares 1,956 Est. Cost $46.52 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $91 Shares 965 Est. Cost $102.02 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $85 Shares 621 Est. Cost $123.99 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $85 Shares 2,529 Est. Cost $20.50 Unrealized +5.4%
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $84 Shares 2,653 Est. Cost $35.85 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $80 Shares 690 Est. Cost $112.59 Unrealized
VAW VANGUARD SECTOR INDEX FDS VANGUARD MATLS VIPERS 0.0%
Value ($000) $73 Shares 600 Est. Cost $118.33 Unrealized
VNO VORNADO RLTY TR 0.0%
Value ($000) $70 Shares 750 Est. Cost $104.00 Unrealized
VGK VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF 0.0%
Value ($000) $70 Shares 1,275 Est. Cost $48.52 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $67 Shares 1,980 Est. Cost $29.15 Unrealized +1.4%
FIRST OF LONG ISLAND CORP 0.0%
Value ($000) $66 Shares 2,325 Est. Cost $28.39 Unrealized
XLF SECTOR SPDR TR SHS BEN INT FINANCIAL 0.0%
Value ($000) $65 Shares 2,650 Est. Cost $23.99 Unrealized
FSZ FIRST TR EXCH TRADED ALPHADEX FD II SWITZERLAND ALPHADEX FD 0.0%
Value ($000) $63 Shares 1,283 Est. Cost $49.10 Unrealized
WTW WILLIS TOWERS WATSON PLC COM USD0.000304635 0.0%
Value ($000) $62 Shares 426 Est. Cost $123.84 Unrealized 0.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $61 Shares 2,265 Est. Cost $31.37 Unrealized
HOWARD HUGHES CORP COM 0.0%
Value ($000) $60 Shares 489 Est. Cost $106.34 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $59 Shares 670 Est. Cost $57.46 Unrealized +21.4%
VFC V F CORP COM 0.0%
Value ($000) $57 Shares 982 Est. Cost $51.60 Unrealized 0.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $55 Shares 488 Est. Cost $113.47 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $54 Shares 1,300 Est. Cost $32.54 Unrealized +18.6%
BMY BRISTOL MYERS SQUIBB 0.0%
Value ($000) $53 Shares 948 Est. Cost $39.55 Unrealized +0.9%
MTD METTLER-TOLEDO INTL 0.0%
Value ($000) $52 Shares 88 Est. Cost $416.21 Unrealized +31.6%
ITB ISHARES TR US HOME CONS ETF 0.0%
Value ($000) $52 Shares 1,545 Est. Cost $27.83 Unrealized
CLAYMORE EXCHANGE TRADED FD TR GUGGENHEIM BULLETSHARES 2023 CORP BD ETF 0.0%
Value ($000) $51 Shares 2,451 Est. Cost $20.81 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $50 Shares 535 Est. Cost $75.44 Unrealized +15.9%
SCZ ISHARES TR EAFE SML CP ETF 0.0%
Value ($000) $49 Shares 854 Est. Cost $51.52 Unrealized
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $44 Shares 8,000 Est. Cost $4.50 Unrealized
DUNKIN BRANDS GROUP INC COM 0.0%
Value ($000) $44 Shares 800 Est. Cost $51.25 Unrealized
POWERSHARES EXCHANGE TRADED FD TR II S&P SMALLCAP ENERGY PORT 0.0%
Value ($000) $41 Shares 3,055 Est. Cost $21.28 Unrealized
MRK MERCK & CO INC NEW COM 0.0%
Value ($000) $40 Shares 625 Est. Cost $44.08 Unrealized +5.6%
JAKKS PAC INC COM 0.0%
Value ($000) $40 Shares 10,089 Est. Cost $5.25 Unrealized
BA BOEING CO 0.0%
Value ($000) $40 Shares 204 Est. Cost $135.00 Unrealized +29.5%
T AT&T INC COM 0.0%
Value ($000) $39 Shares 1,037 Est. Cost $15.46 Unrealized +3.0%
IBB ISHARES NASDAQ BIOTECHNOLOGY ETF 0.0%
Value ($000) $39 Shares 125 Est. Cost $280.00 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $39 Shares 3,475 Est. Cost $7.47 Unrealized -5.1%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $37 Shares 650 Est. Cost $38.46 Unrealized
SPDR INDEX SHS FDS SPDR S&P INTL ENERGY SECTOR ETF 0.0%
Value ($000) $36 Shares 2,078 Est. Cost $18.77 Unrealized
VDE VANGUARD SECTOR INDEX FDS VANGUARD ENERGY VIPERS 0.0%
Value ($000) $36 Shares 410 Est. Cost $97.56 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $35 Shares 700 Est. Cost $34.14 Unrealized +17.5%
HD HOME DEPOT INC COM 0.0%
Value ($000) $35 Shares 225 Est. Cost $103.40 Unrealized +20.4%
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.0%
Value ($000) $35 Shares 278 Est. Cost $122.30 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $33 Shares 283 Est. Cost $79.36 Unrealized +11.1%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $33 Shares 732 Est. Cost $30.99 Unrealized -4.7%
XHB SPDR SER TR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $33 Shares 869 Est. Cost $35.67 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $31 Shares 600 Est. Cost $40.50 Unrealized +13.1%
HANCOCK JOHN PFD INCOME FD SH BEN INT 0.0%
Value ($000) $31 Shares 1,400 Est. Cost $20.71 Unrealized
BOND PIMCO ETF TRUST RETURN ACTIVE EXCH-TRADED FUND 0.0%
Value ($000) $30 Shares 280 Est. Cost $104.55 Unrealized
IGM ISHARES NORTH AMERICAN TECH ETF 0.0%
Value ($000) $29 Shares 200 Est. Cost $130.00 Unrealized
VXUS VANGUARD STAR FD VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS 0.0%
Value ($000) $29 Shares 562 Est. Cost $49.82 Unrealized
SPDR SER TR S&P OIL & GAS EXPL & PRODTN ETF 0.0%
Value ($000) $28 Shares 876 Est. Cost $39.95 Unrealized
CMCSA COMCAST CORP CL A 0.0%
Value ($000) $28 Shares 715 Est. Cost $26.82 Unrealized +19.0%
XYL XYLEM INC COM USD0.01 0.0%
Value ($000) $28 Shares 500 Est. Cost $45.42 Unrealized +3.4%
IFGL ISHARES TR INTL DEV RE ETF 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $27.00 Unrealized
IHE ISHARES TR U.S. PHARMA ETF 0.0%
Value ($000) $26 Shares 170 Est. Cost $141.18 Unrealized
FBIN FORTUNE BRANDS HOME & SECURITY INC USD0.01 0.0%
Value ($000) $26 Shares 400 Est. Cost $41.24 Unrealized +15.4%
SLB SCHLUMBERGER LIMITED COM USD0.01 0.0%
Value ($000) $25 Shares 387 Est. Cost $63.04 Unrealized -11.4%
ALLERGAN PLC. COM USD0.0001 0.0%
Value ($000) $24 Shares 97 Est. Cost $215.61 Unrealized
COST COSTCO WHOLESALE CORP NEW COM 0.0%
Value ($000) $24 Shares 150 Est. Cost $129.79 Unrealized +16.3%
POTASH CORP OF SASKATCHEWAN COM 0.0%
Value ($000) $24 Shares 1,500 Est. Cost $18.67 Unrealized
SPDR SER TR S&P OIL & GAS EQUIP 0.0%
Value ($000) $24 Shares 1,550 Est. Cost $23.23 Unrealized
MDT MEDTRONIC PLC USD0.0001 0.0%
Value ($000) $23 Shares 256 Est. Cost $62.35 Unrealized +8.5%
BRIDGE BANCORP INC COM STK USD0.01 0.0%
Value ($000) $23 Shares 686 Est. Cost $36.44 Unrealized
POLARITYTE INC COM 0.0%
Value ($000) $22 Shares 958 Est. Cost $13.57 Unrealized
SWX SOUTHWEST GAS HLDGS INC COM 0.0%
Value ($000) $22 Shares 300 Est. Cost $72.18 Unrealized +10.8%
EXPE EXPEDIA INC DEL COM NEW 0.0%
Value ($000) $22 Shares 150 Est. Cost $116.78 Unrealized +15.6%
CLAYMORE EXCHANGE TRADED FD TRUST GUGGENHEIM BULLETSHR 2020 HGH YLD CP BD 0.0%
Value ($000) $22 Shares 905 Est. Cost $24.34 Unrealized
ALPS ETF TR ALERIAN MLP ETF 0.0%
Value ($000) $21 Shares 1,755 Est. Cost $12.66 Unrealized
COLONY NORTHSTAR INC CL A COM 0.0%
Value ($000) $21 Shares 1,487 Est. Cost $12.78 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $21 Shares 250 Est. Cost $58.66 Unrealized -4.0%
VBR VANGUARD INDEX FDS VANGUARD SMALL CAP VALUE VIPERS 0.0%
Value ($000) $21 Shares 173 Est. Cost $121.39 Unrealized
VOE VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS 0.0%
Value ($000) $21 Shares 206 Est. Cost $101.94 Unrealized
VOT VANGUARD INDEX FDS MIDCAP GROWTH INDEX VIPER SHS 0.0%
Value ($000) $21 Shares 175 Est. Cost $114.29 Unrealized
VBK VANGUARD INDEX FDS VANGUARD SMALL CAP GROWTH VIPERS 0.0%
Value ($000) $21 Shares 144 Est. Cost $138.89 Unrealized
PFXF VANECK VECTORS ETF TR PFD SECS EX FINL 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $19.00 Unrealized
CLAYMORE EXCHANGE TRADED FUND TST 2 GUGGENHEIM CHINA ALL-CAP ETF 0.0%
Value ($000) $20 Shares 675 Est. Cost $29.63 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $19 Shares 140 Est. Cost $89.71 Unrealized +11.9%
WFC WELLS FARGO &COMPANY COM USD1.666 0.0%
Value ($000) $18 Shares 320 Est. Cost $39.03 Unrealized +8.1%
NRT NORTH EUROPEAN OIL RTY TR CTF BEN INT 0.0%
Value ($000) $17 Shares 2,500 Est. Cost $6.80 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $17 Shares 203 Est. Cost $64.22 Unrealized +11.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $16 Shares 298 Est. Cost $52.25 Unrealized -15.3%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.0%
Value ($000) $16 Shares 375 Est. Cost $32.56 Unrealized +1.1%
SO SOUTHERN CO 0.0%
Value ($000) $16 Shares 330 Est. Cost $33.55 Unrealized +4.6%
ISHARES TR IBONDS DEC2023 0.0%
Value ($000) $16 Shares 647 Est. Cost $24.73 Unrealized
ETFS SILVER TR SILVER SHS 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $16.00 Unrealized
SLV ISHARES SILVER TR ISHARES 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $16.00 Unrealized
IAC INTERACTIVECORP COM 0.0%
Value ($000) $15 Shares 150 Est. Cost $66.67 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $15 Shares 120 Est. Cost $103.84 Unrealized +3.3%
KO COCA COLA CO 0.0%
Value ($000) $14 Shares 316 Est. Cost $31.21 Unrealized +7.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $14 Shares 203 Est. Cost $50.66 Unrealized -4.6%
ILCG ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF 0.0%
Value ($000) $14 Shares 103 Est. Cost $127.45 Unrealized
HRB BLOCK H & R INC 0.0%
Value ($000) $14 Shares 450 Est. Cost $16.08 Unrealized +16.8%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $13 Shares 110 Est. Cost $58.23 Unrealized +27.5%
IDU ISHARES US UTILITIES ETF 0.0%
Value ($000) $13 Shares 100 Est. Cost $120.00 Unrealized
CQP CHENIERE ENERGY PARTNERS L P COM 0.0%
Value ($000) $13 Shares 415 Est. Cost $31.33 Unrealized
FCG FIRST TR EXCHANGE TRADED FUND TR NATURAL GAS ETF 0.0%
Value ($000) $13 Shares 618 Est. Cost $26.60 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $12 Shares 82 Est. Cost $128.21 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $11 Shares 107 Est. Cost $73.74 Unrealized +14.0%
HSBC HOLDINGS PLC PFD 0.0%
Value ($000) $11 Shares 400 Est. Cost $25.00 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $11 Shares 146 Est. Cost $41.79 Unrealized +12.4%
XLRE SELECT SECTOR SPDR TR RL EST SEL SEC 0.0%
Value ($000) $10 Shares 318 Est. Cost $263.93 Unrealized
CLAYMORE EXCHANGE-TRADED FD TR GUGGENHEIM BULLETSHARES 2017 CORP BD ETF 0.0%
Value ($000) $10 Shares 442 Est. Cost $22.51 Unrealized
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.0%
Value ($000) $10 Shares 475 Est. Cost $21.05 Unrealized
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.0%
Value ($000) $10 Shares 45 Est. Cost $177.78 Unrealized
ALJ REGIONAL HLDGS INC COM 0.0%
Value ($000) $10 Shares 3,000 Est. Cost $4.00 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $10 Shares 600 Est. Cost $11.22 Unrealized +23.2%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $10 Shares 600 Est. Cost $10.23 Unrealized +4.8%
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $9 Shares 176 Est. Cost $51.14 Unrealized
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $9 Shares 110 Est. Cost $68.66 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $8 Shares 131 Est. Cost $38.94 Unrealized +15.7%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $61.05 Unrealized -1.2%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $8 Shares 303 Est. Cost $25.75 Unrealized -14.5%
EWJ ISHARES INC MSCI JPN ETF NEW 0.0%
Value ($000) $7 Shares 125 Est. Cost $48.00 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $7 Shares 120 Est. Cost $45.58 Unrealized +10.2%
WSO WATSCO INC COMMON CL A RECLASSIFIED AS COM 06/14/1994 0.0%
Value ($000) $7 Shares 45 Est. Cost $144.92 Unrealized -1.4%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $7 Shares 97 Est. Cost $47.23 Unrealized +45.0%
TSLA TESLA INC COM 0.0%
Value ($000) $7 Shares 18 Est. Cost $16.92 Unrealized +30.1%
POWERSHARES DB MULTI SECTOR COMMODITY TR POWER SHARES DB AGRIC 0.0%
Value ($000) $7 Shares 339 Est. Cost $20.65 Unrealized
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $7 Shares 37 Est. Cost $129.15 Unrealized +18.2%
CENTURYLINK INC 0.0%
Value ($000) $6 Shares 249 Est. Cost $24.10 Unrealized
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.0%
Value ($000) $6 Shares 65 Est. Cost $64.97 Unrealized +10.4%
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $107.95 Unrealized
TRIP TRIPADVISOR INC COM 0.0%
Value ($000) $6 Shares 150 Est. Cost $48.90 Unrealized -24.8%
PRICELINE GROUP INC COM USD0.008 0.0%
Value ($000) $6 Shares 3 Est. Cost $1333.33 Unrealized
NYF ISHARES NEW YORK MUNI BOND ETF 0.0%
Value ($000) $5 Shares 46 Est. Cost $110.32 Unrealized
KHC KRAFT HEINZ CO COM STK 0.0%
Value ($000) $5 Shares 63 Est. Cost $56.47 Unrealized +7.6%
NUVEEN PREFERRED INCOME OPPORTUNITIES FUND 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
DJP BARCLAYS BANK PLC IPATH BLOOMBERG COMMODITY INDEX RETURN 0.0%
Value ($000) $5 Shares 232 Est. Cost $21.55 Unrealized
EPR EPR PPTYS SBI USD0.01 0.0%
Value ($000) $5 Shares 76 Est. Cost $65.79 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS 0.0%
Value ($000) $5 Shares 62 Est. Cost $80.65 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $4 Shares 51 Est. Cost $62.87 Unrealized 0.0%
STORE CAP CORP COM 0.0%
Value ($000) $4 Shares 190 Est. Cost $21.05 Unrealized
MGC VANGUARD WORLD FD MEGA CAP 300 INDEX ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
GSG ISHARES S&P GSCI COMMODITY INDEXED TR 0.0%
Value ($000) $4 Shares 312 Est. Cost $15.67 Unrealized
ORBITAL ATK INC COM 0.0%
Value ($000) $4 Shares 44 Est. Cost $68.18 Unrealized
FBT FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECHNOLOGY INDEX FD 0.0%
Value ($000) $4 Shares 35 Est. Cost $85.71 Unrealized
HDG PROSHARES HEDGE REPLICAT ETF 0.0%
Value ($000) $3 Shares 66 Est. Cost $45.45 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $57.04 Unrealized -2.4%
PROSHARES RAFI LONG/SHORT 0.0%
Value ($000) $3 Shares 88 Est. Cost $34.09 Unrealized
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $3 Shares 88 Est. Cost $27.52 Unrealized +21.8%
VPU VANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS 0.0%
Value ($000) $3 Shares 25 Est. Cost $120.00 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $3 Shares 58 Est. Cost $55.00 Unrealized -11.8%
IYE ISHARES U S ENERGY ETF 0.0%
Value ($000) $3 Shares 78 Est. Cost $38.46 Unrealized
ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG B SHS ISIN US7802591070 0.0%
Value ($000) $3 Shares 62 Est. Cost $48.39 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR NO PAR 0.0%
Value ($000) $3 Shares 118 Est. Cost $25.64 Unrealized
VT VANGUARD INTL EQUITY INDEX FUND INC TOTAL WORLD STK INDEX FUND ETF SHS 0.0%
Value ($000) $3 Shares 45 Est. Cost $66.67 Unrealized
MFC MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519 0.0%
Value ($000) $2 Shares 80 Est. Cost $16.29 Unrealized +8.2%
TREE LENDINGTREE INC NEW COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $100.00 Unrealized
ILG INC COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $16.67 Unrealized
SQM SOCIEDAD QUIMICA MINERA DE CHI SPON ADR SER B 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.33 Unrealized
NORTHSTAR REALTY EUROPE CORP COM 0.0%
Value ($000) $2 Shares 160 Est. Cost $12.50 Unrealized
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $21.68 Unrealized +10.8%
HSN INC DEL COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.33 Unrealized
ARI APOLLO COML REAL ESTATE FIN INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
EXCO RES INC COM 0.0%
Value ($000) $2 Shares 667 Est. Cost $3.00 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $296.43 Unrealized -10.8%
BARRICK GOLD CORP COM NPV ISIN #CA0679011084 SEDOL #2024644 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $17.00 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $62.61 Unrealized +13.5%
BRT BRT RLTY TR SH BEN INT NEW 0.0%
Value ($000) $1 Shares 7,250 Est. Cost $0.24 Unrealized
NEW YORK COMMUNITY BANCORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $1 Shares 8 Est. Cost $45.58 Unrealized +5.9%
ARMOUR RESIDENTIAL REIT INC COM NEW 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
BBU BROOKFIELD BUSINESS PARTNERS L P 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
IEZ ISHARES TR US OIL EQ&SV ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
ALTABA INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $1000.00 Unrealized
LIONS GATE ENTERTAINMENT CORP CL B NON VOTING SHS 0.0%
Value ($000) $1 Shares 6 Est. Cost $16.67 Unrealized
VANECK VECTORS ETF TR UNCVTL OIL GAS 0.0%
Value ($000) $1 Shares 46 Est. Cost $21.74 Unrealized
MALLINCKRODT PLC ORDINARY USD 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $68.75 Unrealized +1.8%
PMT PENNYMAC MORTGAGE INVESTMENT 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
CNDT CONDUENT INC COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $14.90 Unrealized +9.9%
TEKLA HEALTHCARE INVS SH BEN INT 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
BIOVERATIV INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost Unrealized
UNITED STS OIL FD LP UNITS 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
CDK GLOBAL INC COM USD0.01 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
WDC WESTERN DIGITAL CORP DEL 0.0%
Value ($000) $1 Shares 7 Est. Cost $40.87 Unrealized +46.0%
XEROX CORP 0.0%
Value ($000) $1 Shares 36 Est. Cost $6.94 Unrealized
CX CEMEX SAB DE CV SPON ADR NEW 0.0%
Value ($000) $1 Shares 57 Est. Cost $17.85 Unrealized
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
DELL TECHNOLOGIES INC COM CL V 0.0%
Value ($000) $1 Shares 10 Est. Cost $55.56 Unrealized
SONY SONY CORP SPON ADR EACH REPR 1 ORD 0.0%
Value ($000) $1 Shares 1 Est. Cost $1000.00 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $25.25 Unrealized +10.6%
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $19.91 Unrealized +10.6%