Fusion Family Wealth LLC Diversified Active

CIK: 0001696209 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 6, 2018

Total Value ($000): $400,566 (100.0% shares, 0.0% debt)

Holdings (287)

DEM WISDOMTREE TR EMERGING MKTS HIGH DIVID FD 17.0%
Value ($000) $67,966 Shares 149,868 Est. Cost $76.26 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET ETF 11.9%
Value ($000) $47,706 Shares 1,063,446 Est. Cost $39.92 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 9.3%
Value ($000) $37,213 Shares 151,711 Est. Cost $219.62 Unrealized
OPPENHEIMER REV WEIGHTED ETF T LARGE CAP REV ET 8.1%
Value ($000) $32,250 Shares 627,546 Est. Cost $44.73 Unrealized
POWERSHARES QQQ TR UNIT SER 1 5.1%
Value ($000) $20,321 Shares 130,466 Est. Cost $123.65 Unrealized
VSS VANGUARD INTL EQUITY INDEX FTSE ALL WORLD EX USA SMALL CAP 4.6%
Value ($000) $18,616 Shares 156,132 Est. Cost $104.99 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF 4.0%
Value ($000) $16,211 Shares 353,094 Est. Cost $38.13 Unrealized
VV VANGUARD INDEX FDS VANGUARD LARGE CAP 3.3%
Value ($000) $13,267 Shares 108,235 Est. Cost $108.09 Unrealized
VB VANGUARD INDEX FDS VANGUARD SMALL CAP 3.0%
Value ($000) $12,121 Shares 82,009 Est. Cost $134.26 Unrealized
GUGGENHEIM BULLETSHARES 2020 CORP BD ETF 2.9%
Value ($000) $11,671 Shares 548,193 Est. Cost $21.34 Unrealized
POWERSHARES ETF TR DYNAMIC BUYBACK ACHIEVERS PORT 2.9%
Value ($000) $11,454 Shares 194,096 Est. Cost $53.92 Unrealized
GUGGENHEIM BULLETSHARES 2022 CORP BD ETF 2.8%
Value ($000) $11,291 Shares 533,394 Est. Cost $21.10 Unrealized
GUGGENHEIM BULLETSHARES 2018 CORP BD ETF 2.7%
Value ($000) $10,810 Shares 512,567 Est. Cost $21.20 Unrealized
ECON COLUMBIA ETF TR II COLUMBIA EMERGING MKTS CONSUMER ETF 2.7%
Value ($000) $10,699 Shares 380,329 Est. Cost $23.60 Unrealized
OPPENHEIMER REV WEIGHTED ETF T MID CAP REV ETF 2.4%
Value ($000) $9,569 Shares 157,604 Est. Cost $55.68 Unrealized
GUGGENHEIM BULLETSHARES 2024 CORP BD ETF 2.3%
Value ($000) $9,307 Shares 445,523 Est. Cost $20.80 Unrealized
OPPENHEIMER REV WEIGHTED ETF T SMALL CAP REV ET 2.3%
Value ($000) $9,274 Shares 132,700 Est. Cost $67.51 Unrealized
VO VANGUARD INDEX FDS VANGUARD MID CAP 1.1%
Value ($000) $4,274 Shares 27,615 Est. Cost $139.24 Unrealized
BRK/A BERKSHIRE HATHAWAY INC A 0.7%
Value ($000) $2,976 Shares 10 Est. Cost $284799.47 Unrealized 0.0%
ISHARES IBONDS SEP 2020 TERM MUNI BOND ETF 0.7%
Value ($000) $2,661 Shares 104,918 Est. Cost $25.44 Unrealized
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF 0.7%
Value ($000) $2,624 Shares 102,219 Est. Cost $25.68 Unrealized
ISHARES IBONDS 2018 TERM MUNI BOND ETF 0.6%
Value ($000) $2,578 Shares 101,518 Est. Cost $25.43 Unrealized
GUGGENHEIM BULLETSHARES 2019 CORP BD ETF 0.5%
Value ($000) $1,994 Shares 94,577 Est. Cost $21.19 Unrealized
GUGGENHEIM BULLETSHARES 2021 CORP BD ETF 0.5%
Value ($000) $1,961 Shares 92,816 Est. Cost $21.09 Unrealized
IWC ISHARES TR MICRO-CAP ETF 0.4%
Value ($000) $1,610 Shares 16,817 Est. Cost $85.12 Unrealized
ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF 0.3%
Value ($000) $1,353 Shares 53,229 Est. Cost $25.59 Unrealized
ISHARES IBONDS SEP 2019 TERM MUNI BOND ETF 0.3%
Value ($000) $1,352 Shares 53,408 Est. Cost $25.46 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $1,317 Shares 7,783 Est. Cost $38.62 Unrealized +1.2%
JPM JP MORGAN CHASE & CO COM 0.2%
Value ($000) $941 Shares 8,799 Est. Cost $79.87 Unrealized +1.8%
BRT BRT APARTMENTS CORP 0.2%
Value ($000) $850 Shares 7,250 Est. Cost $117.24 Unrealized
FFIC FLUSHING FINANCIAL CORP 0.2%
Value ($000) $839 Shares 30,511 Est. Cost $19.24 Unrealized 0.0%
QAI INDEXIQ ETF TR IQ HEDGE MULTI-STRATEGY TRACKER ETF 0.2%
Value ($000) $723 Shares 23,746 Est. Cost $28.79 Unrealized
META FACEBOOK INC CL A 0.2%
Value ($000) $687 Shares 3,892 Est. Cost $157.89 Unrealized +11.2%
DPZ DOMINO'S PIZZA INC 0.2%
Value ($000) $665 Shares 3,518 Est. Cost $168.93 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $655 Shares 7,825 Est. Cost $57.18 Unrealized -0.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $620 Shares 3,128 Est. Cost $182.47 Unrealized +4.1%
CIGNA CORP 0.1%
Value ($000) $589 Shares 2,900 Est. Cost $203.10 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $541 Shares 7,698 Est. Cost $59.65 Unrealized
ISHARES GOLD TR ISHARES 0.1%
Value ($000) $515 Shares 41,166 Est. Cost $11.51 Unrealized
SPY SPDR S&P 500 ETF TRUST UNIT SER 1 S&P 0.1%
Value ($000) $481 Shares 1,802 Est. Cost $227.49 Unrealized
DHS WISDOMTREE TR US HIGH DIVID FD 0.1%
Value ($000) $453 Shares 6,215 Est. Cost $67.13 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $450 Shares 5,860 Est. Cost $125.72 Unrealized
DIS WALT DISNEY CO 0.1%
Value ($000) $449 Shares 4,172 Est. Cost $97.30 Unrealized 0.0%
VEU VANGUARD INTL EQUITY INDEX FD INC FTSE ALL WORLD EX US 0.1%
Value ($000) $438 Shares 7,996 Est. Cost $45.56 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF 0.1%
Value ($000) $434 Shares 3,088 Est. Cost $123.27 Unrealized
BDX BECTON, DICKINSON AND CO 0.1%
Value ($000) $428 Shares 2,000 Est. Cost $185.44 Unrealized 0.0%
PG PROCTER & GAMBLE CO COM 0.1%
Value ($000) $395 Shares 4,297 Est. Cost $72.64 Unrealized +0.0%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $381 Shares 9,939 Est. Cost $26.85 Unrealized +4.2%
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $375 Shares 4,976 Est. Cost $60.29 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $346 Shares 1,358 Est. Cost $202.17 Unrealized +1.5%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $345 Shares 1,817 Est. Cost $167.14 Unrealized
HSY THE HERSHEY CO 0.1%
Value ($000) $341 Shares 3,000 Est. Cost $90.64 Unrealized 0.0%
MNA INDEXIQ ETF TR IQ ARB MERGER ARBITRAGE ETF 0.1%
Value ($000) $307 Shares 9,886 Est. Cost $29.37 Unrealized
XLE SECTOR SPDR TR SHS BEN INT ENERGY 0.1%
Value ($000) $306 Shares 4,229 Est. Cost $70.22 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.1%
Value ($000) $294 Shares 3,840 Est. Cost $68.49 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $292 Shares 3,463 Est. Cost $72.25 Unrealized +4.2%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $283 Shares 1,052 Est. Cost $228.75 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $277 Shares 5,874 Est. Cost $37.23 Unrealized
AMZN AMAZON.COM INC 0.1%
Value ($000) $277 Shares 237 Est. Cost $54.42 Unrealized +1.1%
IYM ISHARES DOW JONES U.S. BASIC MATERIAL SECTOR ETF 0.1%
Value ($000) $265 Shares 2,595 Est. Cost $85.31 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.1%
Value ($000) $259 Shares 4,808 Est. Cost $47.74 Unrealized +1.0%
IBM INTERNATIONAL BUSINESS MACHS CORP COM 0.1%
Value ($000) $239 Shares 1,559 Est. Cost $102.59 Unrealized -0.5%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $238 Shares 1,767 Est. Cost $107.22 Unrealized
INSEEGO CORP 0.1%
Value ($000) $237 Shares 147,300 Est. Cost $1.61 Unrealized
RWO SPDR INDEX SHS FDS DJ WILSHIRE GLOBAL 0.1%
Value ($000) $222 Shares 4,546 Est. Cost $47.09 Unrealized
IYR ISHARES U S REAL ESTATE ETF 0.1%
Value ($000) $220 Shares 2,710 Est. Cost $77.17 Unrealized
GUGGENHEIM BULLETSHARES 2023 CORP BD ETF 0.1%
Value ($000) $218 Shares 10,464 Est. Cost $21.06 Unrealized
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF 0.1%
Value ($000) $216 Shares 2,034 Est. Cost $96.19 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.1%
Value ($000) $204 Shares 592 Est. Cost $304.07 Unrealized
T AT&T INC COM 0.0%
Value ($000) $199 Shares 5,116 Est. Cost $15.54 Unrealized -1.9%
GUGGENHEIM BULLETSHARES 2025 CORP BD ETF 0.0%
Value ($000) $189 Shares 9,140 Est. Cost $20.78 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $186 Shares 178 Est. Cost $50.05 Unrealized +0.9%
MA MASTERCARD INC A 0.0%
Value ($000) $182 Shares 1,204 Est. Cost $142.19 Unrealized 0.0%
ESBA EMPIRE STATE REALTY OP LP 0.0%
Value ($000) $181 Shares 8,745 Est. Cost $20.70 Unrealized
SUSA ISHARES TR USA ESG SLCT ETF 0.0%
Value ($000) $172 Shares 1,550 Est. Cost $92.90 Unrealized
DES WISDOMTREE TR SMALLCAP DIVID FD 0.0%
Value ($000) $163 Shares 5,598 Est. Cost $40.92 Unrealized
DOL WISDOMTREE TR INTL LARGECAP DIVID FD 0.0%
Value ($000) $162 Shares 3,201 Est. Cost $43.86 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $161 Shares 153 Est. Cost $49.95 Unrealized +2.6%
NEWT NEWTEK BUSINESS SVCS CORP COM NEW 0.0%
Value ($000) $159 Shares 8,625 Est. Cost $17.14 Unrealized +3.4%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $159 Shares 1,273 Est. Cost $80.22 Unrealized +4.2%
ABM ABM INDUSTRIES INC 0.0%
Value ($000) $158 Shares 4,200 Est. Cost $34.98 Unrealized 0.0%
DLS WISDOMTREE TR INTL SMALLCAP DIVID FD 0.0%
Value ($000) $157 Shares 2,042 Est. Cost $65.33 Unrealized
IWR ISHARES TR RUS MID-CAP ETF 0.0%
Value ($000) $149 Shares 715 Est. Cost $181.21 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $146 Shares 1,469 Est. Cost $85.24 Unrealized 0.0%
CELGENE CORP 0.0%
Value ($000) $136 Shares 1,305 Est. Cost $104.21 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $135 Shares 1,370 Est. Cost $88.60 Unrealized
DON WISDOMTREE TR US MIDCAP DIVID FD 0.0%
Value ($000) $135 Shares 3,834 Est. Cost $58.00 Unrealized
VPL VANGUARD INTL EQUITY INDEX FDS FTSE PAC ETF 0.0%
Value ($000) $130 Shares 1,780 Est. Cost $60.64 Unrealized
SSO PROSHARES ULTRA S&P500 0.0%
Value ($000) $129 Shares 1,177 Est. Cost $109.60 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $125 Shares 819 Est. Cost $134.38 Unrealized
APH AMPHENOL CORP 0.0%
Value ($000) $121 Shares 1,383 Est. Cost $20.35 Unrealized 0.0%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $116 Shares 1,210 Est. Cost $86.51 Unrealized 0.0%
FDM FIRST TR DOW JONES SELECT MICROCAP INDEX FD COM SHS ANNUAL 0.0%
Value ($000) $115 Shares 2,426 Est. Cost $44.19 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $109 Shares 955 Est. Cost $92.26 Unrealized +13.1%
VNQ VANGUARD INDEX FDS VANGUARD REIT ETF 0.0%
Value ($000) $98 Shares 1,185 Est. Cost $82.47 Unrealized
NUVEEN PREF & INCOME SECURITIES FUND 0.0%
Value ($000) $98 Shares 9,573 Est. Cost $10.24 Unrealized
POWERSHARES ETF TR II PREFERRED PORTFOLIO 0.0%
Value ($000) $96 Shares 6,470 Est. Cost $15.06 Unrealized
GGP INC 0.0%
Value ($000) $95 Shares 4,060 Est. Cost $23.40 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $95 Shares 2,677 Est. Cost $34.71 Unrealized
BA BOEING CO 0.0%
Value ($000) $93 Shares 314 Est. Cost $164.93 Unrealized +56.1%
INTC INTEL CORP 0.0%
Value ($000) $91 Shares 1,980 Est. Cost $33.56 Unrealized +8.9%
PFE PFIZER INC 0.0%
Value ($000) $90 Shares 2,498 Est. Cost $22.07 Unrealized +7.8%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $90 Shares 1,709 Est. Cost $30.84 Unrealized +3.6%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $86 Shares 690 Est. Cost $112.59 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $85 Shares 2,387 Est. Cost $35.85 Unrealized
VAW VANGUARD MATLS VIPERS 0.0%
Value ($000) $82 Shares 600 Est. Cost $118.33 Unrealized
BMY BRISTOL MYERS SQUIBB 0.0%
Value ($000) $78 Shares 1,275 Est. Cost $42.29 Unrealized +9.9%
NATH NATHAN'S FAMOUS INC 0.0%
Value ($000) $77 Shares 1,026 Est. Cost $84.75 Unrealized 0.0%
VGK VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF 0.0%
Value ($000) $75 Shares 1,275 Est. Cost $48.52 Unrealized
XLF SECTOR SPDR TR SHS BEN INT FINANCIAL 0.0%
Value ($000) $74 Shares 2,650 Est. Cost $24.33 Unrealized
VFC VF CORP 0.0%
Value ($000) $73 Shares 982 Est. Cost $66.06 Unrealized 0.0%
PROSHARES ULTRA BLOOMBERG CRUDE OIL 0.0%
Value ($000) $70 Shares 3,000 Est. Cost $23.33 Unrealized
FSZ FIRST TR EXCH TRADED ALPHADEX FD II SWITZERLAND ALPHADEX FD 0.0%
Value ($000) $68 Shares 1,283 Est. Cost $49.10 Unrealized
ITB ISHARES TR US HOME CONS ETF 0.0%
Value ($000) $68 Shares 1,545 Est. Cost $27.83 Unrealized
FIRST OF LONG ISLAND CORP 0.0%
Value ($000) $66 Shares 2,325 Est. Cost $28.39 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $66 Shares 1,300 Est. Cost $32.54 Unrealized +51.9%
WTW WILLIS TOWERS WATSON PLC COM USD0.000304635 0.0%
Value ($000) $64 Shares 426 Est. Cost $123.84 Unrealized +13.9%
HOWARD HUGHES CORP COM 0.0%
Value ($000) $64 Shares 489 Est. Cost $125.86 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.0%
Value ($000) $63 Shares 509 Est. Cost $113.59 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CORP BOND ETF 0.0%
Value ($000) $62 Shares 511 Est. Cost $117.89 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $62 Shares 1,098 Est. Cost $55.55 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $61 Shares 585 Est. Cost $74.07 Unrealized +10.4%
VNO VORNADO REALTY TRUST 0.0%
Value ($000) $59 Shares 800 Est. Cost $73.75 Unrealized
WALGREEN BOOTS ALLIANCE INC 0.0%
Value ($000) $58 Shares 800 Est. Cost $77.50 Unrealized
MTD METTLER-TOLEDO INTL 0.0%
Value ($000) $55 Shares 88 Est. Cost $416.21 Unrealized +53.7%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $55 Shares 350 Est. Cost $29.73 Unrealized +6.1%
MAA MID-AMERICA APARTMENT COMMUNITIES INC 0.0%
Value ($000) $54 Shares 536 Est. Cost $78.62 Unrealized -0.3%
INGERSOLL-RAND PLC 0.0%
Value ($000) $54 Shares 600 Est. Cost $90.00 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $53 Shares 465 Est. Cost $102.02 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $53 Shares 3,058 Est. Cost $19.70 Unrealized
IUSG ISHARES CORE S&P US GROWTH ETF 0.0%
Value ($000) $51 Shares 956 Est. Cost $46.52 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $51 Shares 264 Est. Cost $18.57 Unrealized +3.7%
FBIN FORTUNE BRANDS HOME & SECURITY INC USD0.01 0.0%
Value ($000) $50 Shares 725 Est. Cost $46.18 Unrealized +8.7%
F FORD MTR CO DEL COM 0.0%
Value ($000) $48 Shares 3,859 Est. Cost $7.96 Unrealized +0.7%
PEP PEPSICO INC 0.0%
Value ($000) $46 Shares 383 Est. Cost $81.96 Unrealized +8.6%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $43 Shares 8,000 Est. Cost $5.38 Unrealized
HD HOME DEPOT INC COM 0.0%
Value ($000) $43 Shares 225 Est. Cost $107.65 Unrealized +31.6%
VDE VANGUARD ENERGY VIPERS 0.0%
Value ($000) $41 Shares 410 Est. Cost $97.56 Unrealized
IWB ISHARES RUSSELL 1000 0.0%
Value ($000) $41 Shares 275 Est. Cost $138.18 Unrealized
M MACY'S INC 0.0%
Value ($000) $41 Shares 1,644 Est. Cost $21.99 Unrealized -0.2%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $41 Shares 650 Est. Cost $38.46 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $40 Shares 393 Est. Cost $10.24 Unrealized 0.0%
IBB ISHARES NASDAQ BIOTECHNOLOGY ETF 0.0%
Value ($000) $40 Shares 375 Est. Cost $164.44 Unrealized
SCZ ISHARES TR EAFE SML CP ETF 0.0%
Value ($000) $39 Shares 608 Est. Cost $51.52 Unrealized
XHB SPDR SER TR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $38 Shares 869 Est. Cost $35.67 Unrealized
GRUBHUB INC 0.0%
Value ($000) $36 Shares 500 Est. Cost $72.00 Unrealized
MRK MERCK & CO INC NEW COM 0.0%
Value ($000) $36 Shares 632 Est. Cost $43.38 Unrealized -0.9%
JD JD.COM INC ADR 0.0%
Value ($000) $35 Shares 850 Est. Cost $41.18 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $34 Shares 221 Est. Cost $123.99 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $34 Shares 405 Est. Cost $69.82 Unrealized +7.8%
IGM ISHARES NORTH AMERICAN TECH ETF 0.0%
Value ($000) $34 Shares 200 Est. Cost $130.00 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $34 Shares 500 Est. Cost $60.28 Unrealized 0.0%
ORCL ORACLE CORP COM 0.0%
Value ($000) $33 Shares 700 Est. Cost $34.14 Unrealized +27.4%
SPDR SER TR S&P OIL & GAS EXPL & PRODTN ETF 0.0%
Value ($000) $33 Shares 876 Est. Cost $39.95 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $33 Shares 240 Est. Cost $102.12 Unrealized +8.7%
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.0%
Value ($000) $33 Shares 238 Est. Cost $122.30 Unrealized
BZUN BAOZUN INC 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $32.00 Unrealized
PFF ISHARES TR U.S. PFD STK ETF 0.0%
Value ($000) $32 Shares 850 Est. Cost $38.04 Unrealized
DUNKIN' BRANDS GROUP INC 0.0%
Value ($000) $32 Shares 500 Est. Cost $64.00 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $31 Shares 412 Est. Cost $56.22 Unrealized +0.4%
ISHARES TR IBONDS DEC2023 0.0%
Value ($000) $31 Shares 1,229 Est. Cost $24.96 Unrealized
VXUS VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS 0.0%
Value ($000) $31 Shares 562 Est. Cost $49.82 Unrealized
POTASH CORP SASK INC COM 0.0%
Value ($000) $31 Shares 1,500 Est. Cost $20.67 Unrealized
BOND PIMCO ETF TRUST RETURN ACTIVE EXCH-TRADED FUND 0.0%
Value ($000) $30 Shares 280 Est. Cost $104.55 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $30 Shares 600 Est. Cost $40.50 Unrealized +4.5%
IFGL ISHARES TR INTL DEV RE ETF 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $27.00 Unrealized
JH PREFERRED INCOME 0.0%
Value ($000) $30 Shares 1,400 Est. Cost $21.43 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $28 Shares 150 Est. Cost $154.45 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $28 Shares 335 Est. Cost $61.26 Unrealized +4.6%
MKTX MARKETAXESS HOLDINGS INC 0.0%
Value ($000) $28 Shares 140 Est. Cost $174.10 Unrealized 0.0%
MSGS THE MADISON SQUARE GARDEN CO 0.0%
Value ($000) $27 Shares 128 Est. Cost $154.39 Unrealized 0.0%
IHE ISHARES TR U.S. PHARMA ETF 0.0%
Value ($000) $26 Shares 170 Est. Cost $141.18 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $25 Shares 250 Est. Cost $69.29 Unrealized 0.0%
VFH VANGURAD FINANCIALS 0.0%
Value ($000) $25 Shares 382 Est. Cost $65.45 Unrealized
JAKKS PACIFIC INC 0.0%
Value ($000) $24 Shares 10,089 Est. Cost $2.38 Unrealized
SWX SOUTHWEST GAS HOLDINGS INC 0.0%
Value ($000) $24 Shares 300 Est. Cost $81.18 Unrealized 0.0%
BRIDGE BANCORP INC 0.0%
Value ($000) $24 Shares 686 Est. Cost $34.99 Unrealized
NEW YORK COMMUNITY BANCORP 0.0%
Value ($000) $21 Shares 1,586 Est. Cost $13.11 Unrealized
CHICAGO BRIDGE & IRON CO NV 0.0%
Value ($000) $21 Shares 1,300 Est. Cost $16.15 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $21 Shares 256 Est. Cost $64.98 Unrealized 0.0%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $21 Shares 800 Est. Cost $26.25 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.0%
Value ($000) $19 Shares 375 Est. Cost $38.22 Unrealized 0.0%
WFC WELLS FARGO & CO 0.0%
Value ($000) $19 Shares 320 Est. Cost $45.09 Unrealized 0.0%
EXPE EXPEDIA INC 0.0%
Value ($000) $18 Shares 150 Est. Cost $125.31 Unrealized 0.0%
IAC/INTERACTIVECORP 0.0%
Value ($000) $18 Shares 150 Est. Cost $120.00 Unrealized
POLARITYTE INC COM 0.0%
Value ($000) $18 Shares 780 Est. Cost $23.08 Unrealized
NRT NORTH EUROPEAN OIL ROYALTY TRUST 0.0%
Value ($000) $17 Shares 2,500 Est. Cost $6.80 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $17 Shares 107 Est. Cost $73.74 Unrealized +57.7%
COLONY NORTHSTAR INC 0.0%
Value ($000) $17 Shares 1,487 Est. Cost $11.43 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $17 Shares 350 Est. Cost $36.45 Unrealized 0.0%
SLV ISHARES SILVER TR ISHARES 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $16.00 Unrealized
ILCG ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF 0.0%
Value ($000) $16 Shares 103 Est. Cost $155.34 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $16 Shares 138 Est. Cost $113.47 Unrealized
ALLERGAN PLC. COM 0.0%
Value ($000) $16 Shares 97 Est. Cost $172.78 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $16 Shares 200 Est. Cost $73.06 Unrealized +3.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $15 Shares 205 Est. Cost $55.90 Unrealized 0.0%
SLB SCHLUMBERGER LIMITED COM USD0.01 0.0%
Value ($000) $14 Shares 200 Est. Cost $63.04 Unrealized -18.7%
ABBV ABBVIE INC 0.0%
Value ($000) $14 Shares 146 Est. Cost $66.89 Unrealized 0.0%
BARRICK GOLD CORP 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $14.00 Unrealized
CF CF INDUSTRIES HOLDINGS INC 0.0%
Value ($000) $13 Shares 308 Est. Cost $30.73 Unrealized 0.0%
JBGS JBG SMITH PROPERTIES 0.0%
Value ($000) $13 Shares 375 Est. Cost $34.67 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $13 Shares 291 Est. Cost $31.21 Unrealized +14.2%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $13 Shares 82 Est. Cost $128.21 Unrealized
CMCSA COMCAST CORP CL A 0.0%
Value ($000) $12 Shares 310 Est. Cost $26.82 Unrealized +14.4%
HRB BLOCK H & R INC 0.0%
Value ($000) $12 Shares 450 Est. Cost $16.08 Unrealized +17.7%
CQP CHENIERE ENERGY PARTNERS LP 0.0%
Value ($000) $12 Shares 415 Est. Cost $28.92 Unrealized
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.0%
Value ($000) $11 Shares 45 Est. Cost $177.78 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $11 Shares 97 Est. Cost $47.23 Unrealized +131.2%
IJS ISHARES S&P SMALL-CAP 600 VALUE 0.0%
Value ($000) $11 Shares 74 Est. Cost $148.65 Unrealized
GUGGENHEIM CHINA ALL-CAP ETF 0.0%
Value ($000) $10 Shares 293 Est. Cost $29.63 Unrealized
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $10 Shares 110 Est. Cost $80.79 Unrealized
TSLA TESLA MOTORS INC 0.0%
Value ($000) $9 Shares 30 Est. Cost $21.75 Unrealized 0.0%
XLRE SELECT SECTOR SPDR TR RL EST SEL SEC 0.0%
Value ($000) $9 Shares 270 Est. Cost $237.46 Unrealized
ALJ REGIONAL HOLDINGS INC 0.0%
Value ($000) $9 Shares 3,000 Est. Cost $3.00 Unrealized
CENTURYLINK INC 0.0%
Value ($000) $8 Shares 449 Est. Cost $21.30 Unrealized
ALPS ETF TR ALERIAN MLP ETF 0.0%
Value ($000) $8 Shares 755 Est. Cost $12.66 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $8 Shares 131 Est. Cost $38.94 Unrealized +22.0%
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $8 Shares 37 Est. Cost $129.15 Unrealized +44.1%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $7 Shares 120 Est. Cost $45.58 Unrealized +4.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $61.05 Unrealized -7.9%
EWJ ISHARES INC MSCI JPN ETF NEW 0.0%
Value ($000) $7 Shares 113 Est. Cost $48.00 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $7 Shares 45 Est. Cost $165.20 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR NO PAR 0.0%
Value ($000) $7 Shares 228 Est. Cost $25.97 Unrealized
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.0%
Value ($000) $6 Shares 96 Est. Cost $64.92 Unrealized
DJP IPATH BLOOMBERG CMDTY TR ETN 0.0%
Value ($000) $6 Shares 232 Est. Cost $25.86 Unrealized
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.0%
Value ($000) $6 Shares 65 Est. Cost $81.15 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $6 Shares 50 Est. Cost $120.00 Unrealized
ORBITAL ATK INC COM 0.0%
Value ($000) $6 Shares 44 Est. Cost $68.18 Unrealized
POWERSHARES DB MULTI SECTOR COMMODITY TR DB AGRIC 0.0%
Value ($000) $6 Shares 339 Est. Cost $20.65 Unrealized
PRICELINE GROUP INC COM USD0.008 0.0%
Value ($000) $5 Shares 3 Est. Cost $1333.33 Unrealized
NUVEEN PREFERRED INCOME OPPORTUNITIES FUND 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
MGC VANGUARD MEGA CAP 300 INDEX ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $80.00 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF SHS 0.0%
Value ($000) $5 Shares 62 Est. Cost $80.65 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.0%
Value ($000) $5 Shares 29 Est. Cost $172.41 Unrealized
KHC KRAFT HEINZ CO COM STK 0.0%
Value ($000) $5 Shares 63 Est. Cost $55.05 Unrealized -3.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $5 Shares 80 Est. Cost $49.00 Unrealized 0.0%
COLUMBIA PROPERTY TRUST INC 0.0%
Value ($000) $5 Shares 202 Est. Cost $24.75 Unrealized
STORE CAPITAL CORP 0.0%
Value ($000) $5 Shares 190 Est. Cost $26.32 Unrealized
TRIP TRIPADVISOR INC 0.0%
Value ($000) $5 Shares 150 Est. Cost $32.13 Unrealized 0.0%
GSG ISHARES S&P GSCI COMMODITY INDEXED TR 0.0%
Value ($000) $5 Shares 312 Est. Cost $15.67 Unrealized
LYV LIVE NATION ENTERTAINMENT INC 0.0%
Value ($000) $4 Shares 88 Est. Cost $43.52 Unrealized 0.0%
FIRST TRUST NYSE ARCA BIOTECH ETF 0.0%
Value ($000) $4 Shares 35 Est. Cost $114.29 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $4 Shares 62 Est. Cost $64.52 Unrealized
ZIX CORP 0.0%
Value ($000) $4 Shares 800 Est. Cost $5.00 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $4 Shares 150 Est. Cost $22.32 Unrealized +1.9%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $4 Shares 58 Est. Cost $55.11 Unrealized 0.0%
HOG HARLEY-DAVIDSON INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $48.62 Unrealized 0.0%
PROSHARES RAFI LONG/SHORT 0.0%
Value ($000) $3 Shares 88 Est. Cost $34.09 Unrealized
IYE ISHARES U S ENERGY ETF 0.0%
Value ($000) $3 Shares 78 Est. Cost $38.46 Unrealized
HDG PROSHARES HEDGE REPLICAT ETF 0.0%
Value ($000) $3 Shares 66 Est. Cost $45.45 Unrealized
TREE LENDING TREE INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $300.00 Unrealized
VT VANGUARD INTL EQUITY INDEX FUND INC TOTAL WORLD STK 0.0%
Value ($000) $3 Shares 45 Est. Cost $66.67 Unrealized
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $21.68 Unrealized +18.7%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $2 Shares 80 Est. Cost $20.78 Unrealized 0.0%
NORTHSTAR REALTY EUROPE CORP 0.0%
Value ($000) $2 Shares 160 Est. Cost $12.50 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $296.43 Unrealized +8.2%
ARI APOLLO COML REAL ESTATE FIN INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $62.61 Unrealized +21.7%
HSN INC 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.33 Unrealized
ILG INC 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.33 Unrealized
WOOD ISHARES GLOBAL TIMBER & FORESTRY ETF 0.0%
Value ($000) $2 Shares 29 Est. Cost $68.97 Unrealized
FCG FIRST TR EXCHANGE TRADED FUND TR NATURAL GAS ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $26.60 Unrealized
SONY SONY CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $1000.00 Unrealized
IEZ ISHARES TR US OIL EQ&SV ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
MALLINCKRODT PLC 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
SPDR SER TR S&P OIL & GAS EQUIP 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.23 Unrealized
VANECK VECTORS ETF TR UNCVTL OIL GAS 0.0%
Value ($000) $1 Shares 46 Est. Cost $21.74 Unrealized
LIONS GATE ENTERTAINMENT CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
EXCO RESOURCES INC 0.0%
Value ($000) $1 Shares 1,001 Est. Cost $1.00 Unrealized
CNDT CONDUENT INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $15.65 Unrealized 0.0%
EQUITY COMMONWEALTH COM SH BEN INT 0.0%
Value ($000) $1 Shares 45 Est. Cost $22.22 Unrealized
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $110.50 Unrealized 0.0%
DELL TECHNOLOGIES INC COM CL V 0.0%
Value ($000) $1 Shares 5 Est. Cost $67.22 Unrealized
UNITED STS OIL FD LP UNITS 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
PMT PENNYMAC MORTGAGE INVESTMENT 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
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 1 Est. Cost $250.00 Unrealized
AROC ARCHROCK INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $6.83 Unrealized 0.0%
NKE NIKE INC B 0.0%
Value ($000) $1 Shares 8 Est. Cost $51.78 Unrealized 0.0%
POWERSHARES ETF TR II S&P SMALLCAP ENERGY PORT 0.0%
Value ($000) $1 Shares 55 Est. Cost $21.28 Unrealized
ALTABA INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $1000.00 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
CX CEMEX SAB DE CV 0.0%
Value ($000) $1 Shares 57 Est. Cost $17.54 Unrealized
XEROX CORP 0.0%
Value ($000) $1 Shares 36 Est. Cost $27.78 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $19.55 Unrealized +15.2%
SAN BANCO SANTANDER SA 0.0%
Value ($000) $1 Shares 14 Est. Cost $25.64 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $26.82 Unrealized 0.0%