Fusion Family Wealth LLC Diversified Active

CIK: 0001696209 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 7, 2018

Total Value ($000): $372,718 (100.0% shares, 0.0% debt)

Holdings (273)

VEA VANGUARD FTSE DEVELOPED MARKET ETF 13.2%
Value ($000) $49,046 Shares 1,133,477 Est. Cost $40.17 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 12.7%
Value ($000) $47,211 Shares 176,787 Est. Cost $224.02 Unrealized
OPPENHEIMER REV WEIGHTED ETF T LARGE CAP REV ET 9.9%
Value ($000) $36,830 Shares 679,766 Est. Cost $45.17 Unrealized
INVESCO QQQ TRUST 6.2%
Value ($000) $23,212 Shares 124,938 Est. Cost $171.65 Unrealized
VWO VANGUARD FTSE EMERGING MKTS ETF 5.5%
Value ($000) $20,671 Shares 504,172 Est. Cost $39.43 Unrealized
VSS VANGUARD FTSE ALL WORLD EX USA SMALL CAP 5.3%
Value ($000) $19,602 Shares 174,766 Est. Cost $106.24 Unrealized
INVESCO BULLETSHARES 2020 CORP BD ETF 4.8%
Value ($000) $18,054 Shares 856,446 Est. Cost $21.06 Unrealized
INVESCO BULLETSHARES 2022 CORP BD ETF 4.8%
Value ($000) $17,734 Shares 858,579 Est. Cost $20.65 Unrealized
INVESCO BULLETSHARES 2024 CORP BD ETF 4.7%
Value ($000) $17,504 Shares 870,838 Est. Cost $20.08 Unrealized
ECON COLUMBIA ETF TR II EMERGING MKTS CONSUMER 4.6%
Value ($000) $17,183 Shares 771,572 Est. Cost $23.69 Unrealized
VB VANGUARD INDEX FDS VANGUARD SMALL CAP 4.1%
Value ($000) $15,308 Shares 94,154 Est. Cost $136.65 Unrealized
OPPENHEIMER REV WEIGHTED ETF T SMALL CAP REV ET 3.7%
Value ($000) $13,903 Shares 184,663 Est. Cost $68.58 Unrealized
OPPENHEIMER REV WEIGHTED ETF T MID CAP REV ETF 3.6%
Value ($000) $13,551 Shares 215,680 Est. Cost $57.02 Unrealized
VV VANGUARD INDEX FDS VANGUARD LARGE CAP 2.8%
Value ($000) $10,316 Shares 77,266 Est. Cost $108.09 Unrealized
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF 1.4%
Value ($000) $5,121 Shares 201,537 Est. Cost $25.60 Unrealized
ISHARES IBONDS SEP 2020 TERM MUNI BOND ETF 1.4%
Value ($000) $5,092 Shares 201,711 Est. Cost $25.41 Unrealized
BRK/A BERKSHIRE HATHAWAY INC A 1.2%
Value ($000) $4,480 Shares 14 Est. Cost $291802.22 Unrealized +6.1%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.9%
Value ($000) $3,342 Shares 54,806 Est. Cost $56.75 Unrealized
VO VANGUARD INDEX FDS VANGUARD MID CAP 0.9%
Value ($000) $3,180 Shares 19,366 Est. Cost $139.24 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $3,059 Shares 13,553 Est. Cost $40.39 Unrealized +22.0%
DEM WISDOMTREE TR EMERGING MKTS HIGH DIVID FD 0.6%
Value ($000) $2,068 Shares 47,353 Est. Cost $76.26 Unrealized
IWC ISHARES TR MICRO-CAP ETF 0.3%
Value ($000) $1,196 Shares 11,254 Est. Cost $85.12 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $1,064 Shares 531 Est. Cost $71.42 Unrealized +31.7%
JPM JP MORGAN CHASE & CO COM 0.3%
Value ($000) $974 Shares 8,634 Est. Cost $80.10 Unrealized +15.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $956 Shares 4,466 Est. Cost $189.18 Unrealized +8.5%
FFIC FLUSHING FINANCIAL CORP 0.2%
Value ($000) $744 Shares 30,511 Est. Cost $19.24 Unrealized -8.4%
DPZ DOMINO'S PIZZA INC 0.2%
Value ($000) $742 Shares 2,518 Est. Cost $168.93 Unrealized +54.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $662 Shares 7,791 Est. Cost $57.18 Unrealized +1.8%
META FACEBOOK INC CL A 0.2%
Value ($000) $623 Shares 3,791 Est. Cost $158.43 Unrealized +13.5%
CIGNA CORP 0.2%
Value ($000) $604 Shares 2,900 Est. Cost $203.10 Unrealized
SPY SPDR S&P 500 ETF TRUST UNIT SER 1 S&P 0.2%
Value ($000) $570 Shares 1,961 Est. Cost $238.38 Unrealized
BDX BECTON, DICKINSON AND CO 0.1%
Value ($000) $522 Shares 2,000 Est. Cost $185.44 Unrealized +18.8%
INVESCO BULLETSHARES 2019 CORP BD ETF 0.1%
Value ($000) $506 Shares 24,019 Est. Cost $21.00 Unrealized
DIS WALT DISNEY CO 0.1%
Value ($000) $500 Shares 4,271 Est. Cost $97.36 Unrealized +9.5%
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF 0.1%
Value ($000) $497 Shares 3,088 Est. Cost $123.27 Unrealized
ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF 0.1%
Value ($000) $454 Shares 17,939 Est. Cost $25.56 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $450 Shares 6,618 Est. Cost $59.65 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $437 Shares 8,975 Est. Cost $26.85 Unrealized +34.2%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $435 Shares 1,486 Est. Cost $241.97 Unrealized
ISHARES IBONDS SEP 2019 TERM MUNI BOND ETF 0.1%
Value ($000) $430 Shares 16,949 Est. Cost $25.45 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $420 Shares 3,669 Est. Cost $89.74 Unrealized +12.3%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $387 Shares 1,724 Est. Cost $205.62 Unrealized -4.5%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $362 Shares 4,146 Est. Cost $123.83 Unrealized
PG PROCTER & GAMBLE CO COM 0.1%
Value ($000) $358 Shares 4,299 Est. Cost $72.52 Unrealized -6.5%
GLU MOBILE INC 0.1%
Value ($000) $335 Shares 45,000 Est. Cost $6.86 Unrealized
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $333 Shares 4,976 Est. Cost $60.29 Unrealized -7.2%
VEU VANGUARD FTSE ALL WORLD EX US 0.1%
Value ($000) $309 Shares 5,941 Est. Cost $45.75 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.1%
Value ($000) $307 Shares 3,840 Est. Cost $68.49 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.1%
Value ($000) $307 Shares 4,415 Est. Cost $47.74 Unrealized +35.0%
HSY THE HERSHEY CO 0.1%
Value ($000) $306 Shares 3,000 Est. Cost $90.64 Unrealized -8.3%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $301 Shares 252 Est. Cost $53.63 Unrealized +10.9%
INVESCO BULLETSHARES 2023 CORP BD ETF 0.1%
Value ($000) $282 Shares 13,929 Est. Cost $20.21 Unrealized
MA MASTERCARD INC A 0.1%
Value ($000) $268 Shares 1,204 Est. Cost $142.19 Unrealized +40.9%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $252 Shares 5,861 Est. Cost $37.23 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $240 Shares 1,194 Est. Cost $167.14 Unrealized
IBM INTERNATIONAL BUSINESS MACHS CORP COM 0.1%
Value ($000) $239 Shares 1,581 Est. Cost $102.66 Unrealized -1.4%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF 0.1%
Value ($000) $225 Shares 2,034 Est. Cost $96.19 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.1%
Value ($000) $218 Shares 592 Est. Cost $304.07 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $217 Shares 1,321 Est. Cost $12.72 Unrealized +19.8%
NEWT NEWTEK BUSINESS SVCS CORP COM NEW 0.1%
Value ($000) $203 Shares 9,691 Est. Cost $17.36 Unrealized +26.1%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $203 Shares 1,471 Est. Cost $103.14 Unrealized +4.8%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $188 Shares 156 Est. Cost $53.98 Unrealized +11.3%
INVESCO BULLETSHARES 2021 CORP BD ETF 0.0%
Value ($000) $184 Shares 8,854 Est. Cost $20.76 Unrealized
T AT&T INC COM 0.0%
Value ($000) $173 Shares 5,164 Est. Cost $15.54 Unrealized -6.8%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $167 Shares 1,570 Est. Cost $85.41 Unrealized +10.2%
V VISA INC COM CL A 0.0%
Value ($000) $152 Shares 1,015 Est. Cost $94.79 Unrealized +42.5%
SSO PROSHARES ULTRA S&P500 0.0%
Value ($000) $150 Shares 1,177 Est. Cost $109.60 Unrealized
IYR ISHARES U S REAL ESTATE ETF 0.0%
Value ($000) $149 Shares 1,861 Est. Cost $77.17 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $146 Shares 1,210 Est. Cost $86.51 Unrealized +28.5%
ESBA EMPIRE STATE REALTY OP LP 0.0%
Value ($000) $146 Shares 8,745 Est. Cost $20.70 Unrealized
FIRST OF LONG ISLAND CORP 0.0%
Value ($000) $145 Shares 6,675 Est. Cost $24.04 Unrealized
SUSA ISHARES TR USA ESG SLCT ETF 0.0%
Value ($000) $143 Shares 1,200 Est. Cost $92.90 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $139 Shares 372 Est. Cost $25.24 Unrealized +43.8%
ABM ABM INDUSTRIES INC 0.0%
Value ($000) $135 Shares 4,200 Est. Cost $34.98 Unrealized -22.2%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $130 Shares 1,300 Est. Cost $88.60 Unrealized
APH AMPHENOL CORP 0.0%
Value ($000) $130 Shares 1,383 Est. Cost $20.35 Unrealized +6.4%
DHS WISDOMTREE TR US HIGH DIVID FD 0.0%
Value ($000) $129 Shares 1,783 Est. Cost $67.13 Unrealized
CELGENE CORP 0.0%
Value ($000) $127 Shares 1,417 Est. Cost $103.01 Unrealized
FDM FIRST TR DJ SELECT MICROCAP INDEX FD COM 0.0%
Value ($000) $124 Shares 2,426 Est. Cost $44.19 Unrealized
IWR ISHARES TR RUS MID-CAP ETF 0.0%
Value ($000) $116 Shares 525 Est. Cost $181.21 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $113 Shares 924 Est. Cost $80.22 Unrealized +9.6%
INVESCO BULLETSHARES 2025 CORP BD ETF 0.0%
Value ($000) $111 Shares 5,602 Est. Cost $19.72 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $110 Shares 2,133 Est. Cost $45.85 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $108 Shares 2,457 Est. Cost $22.07 Unrealized +25.3%
PROSHARES ULTRA BLOOMBERG CRUDE OIL 0.0%
Value ($000) $108 Shares 3,000 Est. Cost $23.33 Unrealized
GRUBHUB INC 0.0%
Value ($000) $105 Shares 756 Est. Cost $94.26 Unrealized
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.0%
Value ($000) $101 Shares 1,575 Est. Cost $310.00 Unrealized
XLE SECTOR SPDR TR SHS BEN INT ENERGY 0.0%
Value ($000) $95 Shares 1,254 Est. Cost $70.22 Unrealized
VFC VF CORP 0.0%
Value ($000) $92 Shares 982 Est. Cost $66.06 Unrealized +29.1%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $91 Shares 1,709 Est. Cost $30.84 Unrealized +15.6%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $88 Shares 567 Est. Cost $107.22 Unrealized
BRT BRT APARTMENTS CORP 0.0%
Value ($000) $87 Shares 7,250 Est. Cost $117.24 Unrealized
LONCAR CANCER IMMUNOTHERAPY 0.0%
Value ($000) $85 Shares 3,438 Est. Cost $29.09 Unrealized
NATH NATHAN'S FAMOUS INC 0.0%
Value ($000) $85 Shares 1,026 Est. Cost $84.75 Unrealized +8.2%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $79 Shares 468 Est. Cost $134.38 Unrealized
BMY BRISTOL MYERS SQUIBB 0.0%
Value ($000) $79 Shares 1,275 Est. Cost $42.29 Unrealized +6.4%
IYM ISHARES DOW JONES U.S. BASIC MATERIAL SECTOR ETF 0.0%
Value ($000) $78 Shares 796 Est. Cost $85.31 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $76 Shares 214 Est. Cost $342.96 Unrealized +0.4%
OKTA OKTA INC 0.0%
Value ($000) $73 Shares 1,040 Est. Cost $43.39 Unrealized +37.2%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $72 Shares 1,275 Est. Cost $48.52 Unrealized
RWO SPDR INDEX SHS FDS DJ WILSHIRE GLOBAL 0.0%
Value ($000) $65 Shares 1,372 Est. Cost $47.09 Unrealized
SUMMIT THERAPEUTICS PLC 0.0%
Value ($000) $64 Shares 29,000 Est. Cost $2.31 Unrealized
ISHARES GOLD TR ISHARES 0.0%
Value ($000) $60 Shares 5,276 Est. Cost $11.51 Unrealized
HD THE HOME DEPOT INC COM 0.0%
Value ($000) $58 Shares 282 Est. Cost $117.22 Unrealized +43.3%
M MACY'S INC 0.0%
Value ($000) $57 Shares 1,644 Est. Cost $21.99 Unrealized +69.2%
INTC INTEL CORP 0.0%
Value ($000) $56 Shares 1,180 Est. Cost $33.56 Unrealized +23.7%
ITB ISHARES TR US HOME CONS ETF 0.0%
Value ($000) $55 Shares 1,545 Est. Cost $27.83 Unrealized
VNO VORNADO REALTY TRUST 0.0%
Value ($000) $55 Shares 750 Est. Cost $73.75 Unrealized
MTD METTLER-TOLEDO INTL 0.0%
Value ($000) $54 Shares 88 Est. Cost $416.21 Unrealized +41.4%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $54 Shares 650 Est. Cost $38.46 Unrealized
MAA MID-AMERICA APARTMENT COMMUNITIES INC 0.0%
Value ($000) $54 Shares 536 Est. Cost $78.62 Unrealized +0.1%
XLF SECTOR SPDR TR SHS BEN INT FINANCIAL 0.0%
Value ($000) $52 Shares 1,890 Est. Cost $24.33 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $51 Shares 8,000 Est. Cost $5.38 Unrealized
BZUN BAOZUN INC 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $32.00 Unrealized
INVESCO S & P SMALLCAP ENERGY 0.0%
Value ($000) $49 Shares 3,055 Est. Cost $16.04 Unrealized
THE HOWARD HUGHES CORP COM 0.0%
Value ($000) $48 Shares 389 Est. Cost $125.86 Unrealized
MSGS THE MADISON SQUARE GARDEN CO 0.0%
Value ($000) $47 Shares 149 Est. Cost $155.43 Unrealized +42.8%
DLS WISDOMTREE TR INTL SMALLCAP DIVID FD 0.0%
Value ($000) $46 Shares 650 Est. Cost $65.33 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY ETF 0.0%
Value ($000) $46 Shares 375 Est. Cost $164.44 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $45 Shares 3,130 Est. Cost $14.68 Unrealized
IWB ISHARES RUSSELL 1000 0.0%
Value ($000) $44 Shares 275 Est. Cost $138.18 Unrealized
TWITTER INC 0.0%
Value ($000) $43 Shares 1,500 Est. Cost $44.00 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.0%
Value ($000) $43 Shares 377 Est. Cost $113.59 Unrealized
VPL VANGUARD FTSE PAC ETF 0.0%
Value ($000) $41 Shares 580 Est. Cost $60.64 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $40 Shares 500 Est. Cost $60.28 Unrealized +13.3%
DES WISDOMTREE TR SMALLCAP DIVID FD 0.0%
Value ($000) $39 Shares 1,323 Est. Cost $40.92 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $39 Shares 400 Est. Cost $80.13 Unrealized +2.4%
DON WISDOMTREE TR US MIDCAP DIVID FD 0.0%
Value ($000) $38 Shares 1,041 Est. Cost $58.00 Unrealized
SPDR SER TR S&P OIL & GAS EXPL & PRODTN ETF 0.0%
Value ($000) $38 Shares 876 Est. Cost $39.95 Unrealized
DUNKIN' BRANDS GROUP INC 0.0%
Value ($000) $37 Shares 500 Est. Cost $64.00 Unrealized
MRK MERCK & CO INC NEW COM 0.0%
Value ($000) $37 Shares 525 Est. Cost $43.38 Unrealized +16.8%
IUSG ISHARES CORE S&P US GROWTH ETF 0.0%
Value ($000) $36 Shares 576 Est. Cost $46.52 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $36 Shares 700 Est. Cost $34.14 Unrealized +27.7%
GENERAL ELECTRIC CO 0.0%
Value ($000) $36 Shares 3,217 Est. Cost $15.83 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $36 Shares 600 Est. Cost $40.50 Unrealized +27.8%
NTR NUTRIEN LTD 0.0%
Value ($000) $35 Shares 600 Est. Cost $38.37 Unrealized +12.3%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $35 Shares 150 Est. Cost $154.45 Unrealized +31.5%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $34 Shares 290 Est. Cost $102.02 Unrealized
IAC/INTERACTIVECORP 0.0%
Value ($000) $33 Shares 150 Est. Cost $120.00 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $32 Shares 283 Est. Cost $81.96 Unrealized +10.2%
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.0%
Value ($000) $32 Shares 214 Est. Cost $124.00 Unrealized
JH PREFERRED INCOME 0.0%
Value ($000) $31 Shares 1,400 Est. Cost $21.43 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $31 Shares 878 Est. Cost $35.85 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $31 Shares 1,768 Est. Cost $11.08 Unrealized +5.5%
ISHARES TR IBONDS DEC2023 0.0%
Value ($000) $30 Shares 1,229 Est. Cost $24.96 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $30 Shares 798 Est. Cost $34.71 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $30 Shares 412 Est. Cost $56.22 Unrealized -2.6%
IHE ISHARES TR U.S. PHARMA ETF 0.0%
Value ($000) $29 Shares 170 Est. Cost $141.18 Unrealized
MKTX MARKETAXESS HOLDINGS INC 0.0%
Value ($000) $29 Shares 164 Est. Cost $176.46 Unrealized +1.1%
IFGL ISHARES TR INTL DEV RE ETF 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $27.00 Unrealized
BOND PIMCO ETF TRUST RETURN ACTIVE EXCH-TRADED FUND 0.0%
Value ($000) $29 Shares 280 Est. Cost $104.55 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $28 Shares 250 Est. Cost $69.29 Unrealized +24.2%
VFH VANGURAD FINANCIALS 0.0%
Value ($000) $27 Shares 382 Est. Cost $65.45 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $26 Shares 335 Est. Cost $61.26 Unrealized -1.4%
SPDR SER TR S&P OIL & GAS EQUIP 0.0%
Value ($000) $26 Shares 1,550 Est. Cost $15.11 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $25 Shares 566 Est. Cost $34.86 Unrealized -1.7%
MDT MEDTRONIC PLC 0.0%
Value ($000) $25 Shares 256 Est. Cost $64.98 Unrealized +17.4%
VXUS VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS 0.0%
Value ($000) $24 Shares 450 Est. Cost $49.82 Unrealized
SWX SOUTHWEST GAS HOLDINGS INC 0.0%
Value ($000) $24 Shares 300 Est. Cost $81.18 Unrealized -2.7%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $23 Shares 800 Est. Cost $26.25 Unrealized
BRIDGE BANCORP INC 0.0%
Value ($000) $23 Shares 686 Est. Cost $34.99 Unrealized
WFC WELLS FARGO & CO 0.0%
Value ($000) $23 Shares 444 Est. Cost $44.60 Unrealized +4.3%
LQD ISHARES IBOXX INVESTMENT GRADE CORP BOND ETF 0.0%
Value ($000) $22 Shares 191 Est. Cost $117.89 Unrealized
LLY ELI LILLY & CO COM 0.0%
Value ($000) $22 Shares 209 Est. Cost $69.82 Unrealized +29.3%
XHB SPDR SER TR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $22 Shares 582 Est. Cost $35.67 Unrealized
FBIN FORTUNE BRANDS HOME & SECURITY INC 0.0%
Value ($000) $21 Shares 400 Est. Cost $46.18 Unrealized -9.2%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.0%
Value ($000) $20 Shares 375 Est. Cost $38.22 Unrealized +6.5%
EXPE EXPEDIA INC 0.0%
Value ($000) $20 Shares 150 Est. Cost $125.31 Unrealized +0.8%
ABBV ABBVIE INC 0.0%
Value ($000) $20 Shares 210 Est. Cost $68.38 Unrealized +1.1%
PFF ISHARES TR U.S. PFD STK ETF 0.0%
Value ($000) $19 Shares 500 Est. Cost $38.04 Unrealized
ILCG ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF 0.0%
Value ($000) $19 Shares 103 Est. Cost $155.34 Unrealized
NEW YORK COMMUNITY BANCORP 0.0%
Value ($000) $19 Shares 1,878 Est. Cost $12.67 Unrealized
NRT NORTH EUROPEAN OIL ROYALTY TRUST 0.0%
Value ($000) $19 Shares 2,500 Est. Cost $6.80 Unrealized
ALLERGAN PLC. COM 0.0%
Value ($000) $18 Shares 97 Est. Cost $7.52 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $17 Shares 1,859 Est. Cost $7.96 Unrealized -14.0%
CF CF INDUSTRIES HOLDINGS INC 0.0%
Value ($000) $17 Shares 315 Est. Cost $30.73 Unrealized +30.7%
CQP CHENIERE ENERGY PARTNERS LP 0.0%
Value ($000) $16 Shares 415 Est. Cost $28.92 Unrealized
SPYM SPDR PORTFOLIO LARGE CAP ETF 0.0%
Value ($000) $16 Shares 479 Est. Cost $32.72 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $16 Shares 211 Est. Cost $55.91 Unrealized +1.7%
SCZ ISHARES TR EAFE SML CP ETF 0.0%
Value ($000) $15 Shares 245 Est. Cost $51.52 Unrealized
VAW VANGUARD MATLS VIPERS 0.0%
Value ($000) $15 Shares 115 Est. Cost $118.33 Unrealized
DOL WISDOMTREE TR INTL LARGECAP DIVID FD 0.0%
Value ($000) $14 Shares 300 Est. Cost $43.86 Unrealized
SLV ISHARES SILVER TR ISHARES 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $16.00 Unrealized
FCG FIRST TR NATURAL GAS ETF 0.0%
Value ($000) $14 Shares 618 Est. Cost $21.20 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $13 Shares 97 Est. Cost $47.23 Unrealized +170.2%
HRB H & R BLOCK INC 0.0%
Value ($000) $12 Shares 450 Est. Cost $16.08 Unrealized +18.3%
SLB SCHLUMBERGER LIMITED COM USD0.01 0.0%
Value ($000) $12 Shares 200 Est. Cost $63.04 Unrealized -17.5%
IJS ISHARES S&P SMALL-CAP 600 VALUE 0.0%
Value ($000) $12 Shares 74 Est. Cost $148.65 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $12 Shares 270 Est. Cost $31.21 Unrealized +16.3%
BARRICK GOLD CORP 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $14.00 Unrealized
CMCSA COMCAST CORP CL A 0.0%
Value ($000) $11 Shares 310 Est. Cost $26.85 Unrealized +9.3%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $11 Shares 41 Est. Cost $21.50 Unrealized -3.1%
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $10 Shares 110 Est. Cost $80.79 Unrealized
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $10 Shares 37 Est. Cost $129.15 Unrealized +78.6%
CENTURYLINK INC 0.0%
Value ($000) $10 Shares 449 Est. Cost $21.30 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $9 Shares 50 Est. Cost $123.99 Unrealized
VNQ VANGUARD INDEX FDS VANGUARD REIT ETF 0.0%
Value ($000) $9 Shares 115 Est. Cost $82.47 Unrealized
QAI INDEXIQ ETF TR IQ HEDGE MULTI-STRATEGY TRACKER ETF 0.0%
Value ($000) $8 Shares 258 Est. Cost $28.79 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $8 Shares 131 Est. Cost $38.94 Unrealized +21.1%
POLARITYTE INC COM 0.0%
Value ($000) $8 Shares 435 Est. Cost $23.08 Unrealized
TRIP TRIPADVISOR INC 0.0%
Value ($000) $8 Shares 150 Est. Cost $32.13 Unrealized +51.3%
ALPS ETF TR ALERIAN MLP ETF 0.0%
Value ($000) $8 Shares 755 Est. Cost $11.09 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $7 Shares 40 Est. Cost $128.21 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $7 Shares 50 Est. Cost $120.00 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WLD EX-US ETF 0.0%
Value ($000) $7 Shares 218 Est. Cost $29.29 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 25 Est. Cost $263.73 Unrealized +7.1%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $7 Shares 120 Est. Cost $45.58 Unrealized -1.1%
QCOM QUALCOMM INC 0.0%
Value ($000) $6 Shares 80 Est. Cost $49.00 Unrealized +11.5%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $6 Shares 126 Est. Cost $44.56 Unrealized -4.2%
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $6 Shares 3 Est. Cost $1933.58 Unrealized +0.2%
DJP IPATH BLOOMBERG CMDTY TR ETN 0.0%
Value ($000) $6 Shares 232 Est. Cost $25.86 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.0%
Value ($000) $6 Shares 29 Est. Cost $172.41 Unrealized
ALJ REGIONAL HOLDINGS INC 0.0%
Value ($000) $5 Shares 3,000 Est. Cost $2.00 Unrealized
ACN ACCENTURE PLC A 0.0%
Value ($000) $5 Shares 30 Est. Cost $139.31 Unrealized +7.1%
LYV LIVE NATION ENTERTAINMENT INC 0.0%
Value ($000) $5 Shares 88 Est. Cost $43.52 Unrealized +16.4%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $5 Shares 58 Est. Cost $55.11 Unrealized +22.9%
MGC VANGUARD MEGA CAP 300 INDEX ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $80.00 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR NO PAR 0.0%
Value ($000) $5 Shares 228 Est. Cost $25.97 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF SHS 0.0%
Value ($000) $5 Shares 62 Est. Cost $80.65 Unrealized
XLRE SELECT SECTOR SPDR TR RL EST SEL SEC 0.0%
Value ($000) $5 Shares 139 Est. Cost $237.46 Unrealized
STORE CAPITAL CORP 0.0%
Value ($000) $5 Shares 190 Est. Cost $26.32 Unrealized
COLUMBIA PROPERTY TRUST INC 0.0%
Value ($000) $5 Shares 202 Est. Cost $24.75 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $4 Shares 150 Est. Cost $22.32 Unrealized +0.9%
ZIX CORP 0.0%
Value ($000) $4 Shares 800 Est. Cost $5.00 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $4 Shares 62 Est. Cost $64.52 Unrealized
SPEM SPDR S&P EMERGING MARKETS ETF 0.0%
Value ($000) $4 Shares 122 Est. Cost $32.00 Unrealized
ENCANA CORP 0.0%
Value ($000) $4 Shares 278 Est. Cost $14.39 Unrealized
SCHB SCHWAB US BROAD MARKET 0.0%
Value ($000) $4 Shares 57 Est. Cost $70.18 Unrealized
FISV FISERV INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $72.61 Unrealized +8.1%
MNA INDEXIQ ETF TR IQ ARB MERGER ARBITRAGE ETF 0.0%
Value ($000) $3 Shares 104 Est. Cost $29.37 Unrealized
KHC THE KRAFT HEINZ CO COM STK 0.0%
Value ($000) $3 Shares 63 Est. Cost $55.05 Unrealized -24.1%
CRON CRONOS GROUP INC 0.0%
Value ($000) $3 Shares 300 Est. Cost $6.56 Unrealized +29.5%
SPSM SPDR RUSSELL 2000 ETF 0.0%
Value ($000) $3 Shares 78 Est. Cost $27.61 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $62.61 Unrealized +9.6%
QURATE RETAIL INC 0.0%
Value ($000) $2 Shares 99 Est. Cost $20.20 Unrealized
SCHF SCHWAB INT'L EQUITY 0.0%
Value ($000) $2 Shares 68 Est. Cost $29.41 Unrealized
HOG HARLEY-DAVIDSON INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $48.62 Unrealized -10.7%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $37.04 Unrealized
UVE UNIVERSAL INSURANCE HOLDINGS 0.0%
Value ($000) $2 Shares 35 Est. Cost $30.07 Unrealized +42.9%
ARI APOLLO COML REAL ESTATE FIN INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $113.47 Unrealized
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $21.68 Unrealized +19.5%
WOOD ISHARES GLOBAL TIMBER & FORESTRY ETF 0.0%
Value ($000) $2 Shares 29 Est. Cost $68.97 Unrealized
TREE LENDING TREE INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $300.00 Unrealized
IEZ ISHARES TR US OIL EQ&SV ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
LIONS GATE ENTERTAINMENT CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
MALLINCKRODT PLC 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $1 Shares 80 Est. Cost $20.78 Unrealized -12.5%
WMT WAL-MART STORES INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $26.82 Unrealized +1.9%
VTEB VANGUARD TAX-EXEMPT BOND 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
NKE NIKE INC B 0.0%
Value ($000) $1 Shares 8 Est. Cost $51.78 Unrealized +40.9%
NRG NRG ENERGY INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $19.55 Unrealized +42.5%
XEROX CORP 0.0%
Value ($000) $1 Shares 36 Est. Cost $27.78 Unrealized
CNDT CONDUENT INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $15.65 Unrealized +31.1%
SAN BANCO SANTANDER SA 0.0%
Value ($000) $1 Shares 7 Est. Cost $25.64 Unrealized
ARMOUR RESIDENTIAL REIT INC COM NEW 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
AROC ARCHROCK INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $6.83 Unrealized +20.3%
CX CEMEX SAB DE CV 0.0%
Value ($000) $1 Shares 57 Est. Cost $17.54 Unrealized
EQUITY COMMONWEALTH COM SH BEN INT 0.0%
Value ($000) $1 Shares 45 Est. Cost $22.22 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $1 Shares 22 Est. Cost $49.59 Unrealized
TFI SPDR NUVEEN BLMBG BARCLAYS MUNI BOND 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
EXCO RESOURCES INC 0.0%
Value ($000) $1 Shares 1,001 Est. Cost $1.00 Unrealized
VDE VANGUARD ENERGY VIPERS 0.0%
Value ($000) $1 Shares 12 Est. Cost $97.56 Unrealized
VANECK VECTORS ETF TR UNCVTL OIL GAS 0.0%
Value ($000) $1 Shares 46 Est. Cost $21.74 Unrealized
SONY SONY CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $1000.00 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $11.01 Unrealized +0.9%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $1 Shares 8 Est. Cost $10.30 Unrealized +20.6%
PMT PENNYMAC MORTGAGE INVESTMENT 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
SCOLR PHARMA INC 0.0%
Value ($000) $1 Shares 500 Est. Cost Unrealized
SCHD SCHWAB US DIVIDEND EQUITY 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
UNITED STS OIL FD LP UNITS 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
TITAN MEDICAL INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $5610.00 Unrealized
DELL TECHNOLOGIES INC COM CL V 0.0%
Value ($000) $1 Shares 5 Est. Cost $67.22 Unrealized