Sterling Investment Advisors, Ltd. Diversified Active

CIK: 0001701132 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 18, 2019

Total Value ($000): $169,893 (100.0% shares, 0.0% debt)

Holdings (423)

AAPL Apple Inc. 4.9%
Value ($000) $8,262 Shares 52,378 Est. Cost $26.09 Unrealized +76.4%
JPST JPMorgan Ultra-Short Income ETF 4.4%
Value ($000) $7,433 Shares 148,275 Est. Cost $50.15 Unrealized
ITOT iShares Core S&P Small-Cap ETF 3.5%
Value ($000) $5,952 Shares 85,863 Est. Cost $97.87 Unrealized
GMED Globus Medical Inc. 3.2%
Value ($000) $5,476 Shares 126,528 Est. Cost $22.72 Unrealized +119.6%
AMZN Amazon.com Inc. 2.7%
Value ($000) $4,581 Shares 3,050 Est. Cost $43.00 Unrealized +93.3%
JNJ Johnson & Johnson 2.6%
Value ($000) $4,497 Shares 34,853 Est. Cost $100.32 Unrealized +13.8%
VZ Verizon Communications Inc. 2.6%
Value ($000) $4,449 Shares 79,140 Est. Cost $31.28 Unrealized +23.4%
PFF iShares S&P US Preferred Stock Index ETF 2.6%
Value ($000) $4,378 Shares 127,921 Est. Cost $37.21 Unrealized
CWB SPDR Barclays Convertible Securities ETF 2.5%
Value ($000) $4,165 Shares 89,031 Est. Cost $45.85 Unrealized
Visa Inc. 2.1%
Value ($000) $3,651 Shares 27,676 Est. Cost $79.80 Unrealized
GOOGL Alphabet Inc. Class A 2.1%
Value ($000) $3,611 Shares 3,456 Est. Cost $39.86 Unrealized +34.6%
MSFT Microsoft Corp. 1.9%
Value ($000) $3,177 Shares 31,288 Est. Cost $55.00 Unrealized +81.8%
DowDuPont Inc. 1.8%
Value ($000) $3,129 Shares 58,517 Est. Cost $69.23 Unrealized
GLD SPDR Gold Shares ETF 1.8%
Value ($000) $3,070 Shares 25,320 Est. Cost $118.44 Unrealized
IJH iShares S&P Mid Cap 400 Index ETF 1.6%
Value ($000) $2,757 Shares 9,608 Est. Cost $290.14 Unrealized
BRK/B Berkshire Hathaway B 1.6%
Value ($000) $2,754 Shares 13,491 Est. Cost $156.06 Unrealized +33.8%
AMGN Amgen Inc. 1.5%
Value ($000) $2,499 Shares 12,842 Est. Cost $115.89 Unrealized +35.3%
JPM J.P. Morgan Chase & Co. 1.4%
Value ($000) $2,455 Shares 25,158 Est. Cost $66.05 Unrealized +32.5%
PG The Procter & Gamble Co. 1.3%
Value ($000) $2,214 Shares 24,095 Est. Cost $66.75 Unrealized +12.0%
Merck & Co. Inc. 1.2%
Value ($000) $2,083 Shares 27,265 Est. Cost $58.93 Unrealized
GDX VanEck Vectors Gold Miners ETF 1.2%
Value ($000) $1,981 Shares 93,945 Est. Cost $21.94 Unrealized
FNX First Trust Mid Cap Core AlphaDEX ETF 1.1%
Value ($000) $1,923 Shares 33,262 Est. Cost $57.03 Unrealized
CVS CVS Health Corp. 1.1%
Value ($000) $1,882 Shares 28,739 Est. Cost $60.33 Unrealized -1.6%
PPL PPL Corp. 1.1%
Value ($000) $1,864 Shares 65,821 Est. Cost $21.94 Unrealized +1.5%
TOL Toll Brothers Inc. 1.1%
Value ($000) $1,817 Shares 55,200 Est. Cost $32.12 Unrealized 0.0%
3M Company 1.1%
Value ($000) $1,816 Shares 9,533 Est. Cost $180.19 Unrealized
NKE Nike Inc. 1.1%
Value ($000) $1,801 Shares 24,293 Est. Cost $48.35 Unrealized +41.0%
LOW Lowes Companies Inc. 1.1%
Value ($000) $1,789 Shares 19,379 Est. Cost $60.55 Unrealized +39.8%
BlackRock Inc. 1.0%
Value ($000) $1,749 Shares 4,453 Est. Cost $384.86 Unrealized
BA Boeing Company 1.0%
Value ($000) $1,735 Shares 5,382 Est. Cost $312.09 Unrealized +7.3%
INTC Intel Corp. 1.0%
Value ($000) $1,693 Shares 36,077 Est. Cost $30.05 Unrealized +33.7%
GSBD Goldman Sachs BDC Inc. 1.0%
Value ($000) $1,662 Shares 90,439 Est. Cost $22.52 Unrealized -8.7%
AMT American Tower Corp. 1.0%
Value ($000) $1,651 Shares 10,440 Est. Cost $89.14 Unrealized +45.3%
CMI Cummins Inc. 1.0%
Value ($000) $1,644 Shares 12,304 Est. Cost $119.98 Unrealized -2.1%
PEP PepsiCo Inc. 1.0%
Value ($000) $1,626 Shares 14,717 Est. Cost $79.60 Unrealized +13.9%
PAYX Paychex Inc. 0.9%
Value ($000) $1,598 Shares 24,537 Est. Cost $46.78 Unrealized +17.7%
ABBV AbbVie Inc. 0.9%
Value ($000) $1,569 Shares 17,020 Est. Cost $43.25 Unrealized +49.8%
WMT Walmart Inc. 0.9%
Value ($000) $1,505 Shares 16,165 Est. Cost $26.41 Unrealized +8.9%
HON Honeywell International 0.9%
Value ($000) $1,472 Shares 11,142 Est. Cost $98.01 Unrealized +20.1%
XOM Exxon Mobil Corp. 0.9%
Value ($000) $1,463 Shares 21,463 Est. Cost $56.50 Unrealized -0.2%
Aqua America Inc. 0.9%
Value ($000) $1,458 Shares 42,656 Est. Cost $31.09 Unrealized
XYZ Square Inc. 0.8%
Value ($000) $1,421 Shares 25,350 Est. Cost $68.02 Unrealized +3.8%
GOOG Alphabet Inc. Class C 0.8%
Value ($000) $1,392 Shares 1,345 Est. Cost $38.79 Unrealized +36.9%
AKAM Akamai Technologies Inc. 0.8%
Value ($000) $1,368 Shares 22,400 Est. Cost $52.77 Unrealized +26.0%
PSA Public Storage 0.8%
Value ($000) $1,354 Shares 6,693 Est. Cost $151.15 Unrealized +0.5%
FEX First Trust Large Cap Core AlphaDEX ETF 0.8%
Value ($000) $1,319 Shares 25,315 Est. Cost $49.41 Unrealized
The Bank Of New York Mellon 0.8%
Value ($000) $1,304 Shares 27,711 Est. Cost $51.05 Unrealized
EMR Emerson Electric Co. 0.6%
Value ($000) $1,100 Shares 18,413 Est. Cost $47.63 Unrealized +19.7%
DEO Diageo plc 0.6%
Value ($000) $1,060 Shares 7,482 Est. Cost $104.02 Unrealized
SBUX Starbucks Corp. 0.6%
Value ($000) $1,048 Shares 16,288 Est. Cost $47.54 Unrealized +12.8%
ABT Abbott Laboratories 0.6%
Value ($000) $1,035 Shares 14,314 Est. Cost $33.77 Unrealized +84.0%
The Blackstone Group L.P. 0.6%
Value ($000) $1,030 Shares 34,570 Est. Cost $29.10 Unrealized
GLW Corning Inc. 0.6%
Value ($000) $999 Shares 33,075 Est. Cost $19.36 Unrealized +35.1%
MDLZ Mondelez International Inc. 0.6%
Value ($000) $989 Shares 24,709 Est. Cost $35.16 Unrealized +1.8%
CMCSA Comcast Corp. Class A 0.5%
Value ($000) $929 Shares 27,293 Est. Cost $28.90 Unrealized +5.3%
Qurate Retail Group A 0.5%
Value ($000) $921 Shares 47,200 Est. Cost $21.23 Unrealized
KKR & Co. 0.5%
Value ($000) $897 Shares 45,700 Est. Cost $21.19 Unrealized
COST Costco Wholesale Corp. 0.5%
Value ($000) $896 Shares 4,400 Est. Cost $136.52 Unrealized +47.9%
ALGN Align Technology Inc. 0.5%
Value ($000) $840 Shares 4,011 Est. Cost $92.99 Unrealized +171.7%
KO Coca-Cola Company 0.4%
Value ($000) $731 Shares 15,441 Est. Cost $31.62 Unrealized +21.4%
MCD McDonalds Corp. 0.4%
Value ($000) $720 Shares 4,059 Est. Cost $94.93 Unrealized +58.1%
HD Home Depot 0.4%
Value ($000) $719 Shares 4,185 Est. Cost $148.15 Unrealized +1.5%
MUB iShares S&P National Municipal Bond ETF 0.4%
Value ($000) $716 Shares 6,574 Est. Cost $108.95 Unrealized
BB&T Corp. 0.4%
Value ($000) $707 Shares 16,341 Est. Cost $50.35 Unrealized
BAX Baxter International Inc. 0.4%
Value ($000) $694 Shares 10,546 Est. Cost $39.74 Unrealized +48.3%
SPDR S&P 500 ETF 0.4%
Value ($000) $693 Shares 2,776 Est. Cost $223.42 Unrealized
GIS General Mills Inc. 0.4%
Value ($000) $685 Shares 17,604 Est. Cost $33.21 Unrealized -0.7%
ORCL Oracle Corp. 0.4%
Value ($000) $659 Shares 14,613 Est. Cost $35.52 Unrealized +21.5%
EFAV iShares MSCI EAFE Minimum Volatility ETF 0.4%
Value ($000) $628 Shares 9,425 Est. Cost $73.36 Unrealized
Kayne Anderson MLP/Midstream Invest. Co. 0.4%
Value ($000) $618 Shares 44,950 Est. Cost $18.18 Unrealized
ILMN Illumina Inc. 0.4%
Value ($000) $614 Shares 2,050 Est. Cost $140.92 Unrealized +119.8%
Nuveen Intermed. Duration Muni. Term Fund 0.3%
Value ($000) $594 Shares 48,000 Est. Cost $13.05 Unrealized
UPS United Parcel Service Inc. 0.3%
Value ($000) $592 Shares 6,072 Est. Cost $84.33 Unrealized -2.7%
WELL Welltower Inc. 0.3%
Value ($000) $591 Shares 8,525 Est. Cost $47.58 Unrealized +13.7%
ICF iShares Cohen & Steers Realty Index ETF 0.3%
Value ($000) $556 Shares 5,815 Est. Cost $99.69 Unrealized
SYK Stryker Corp. 0.3%
Value ($000) $556 Shares 3,550 Est. Cost $103.92 Unrealized +48.9%
UTHR United Therapeutics Corp. 0.3%
Value ($000) $552 Shares 5,075 Est. Cost $125.70 Unrealized -7.8%
DIS Walt Disney Co. 0.3%
Value ($000) $539 Shares 4,921 Est. Cost $94.64 Unrealized +15.3%
Eaton Corporation 0.3%
Value ($000) $506 Shares 7,375 Est. Cost $67.44 Unrealized
GDXJ VanEck Vectors Junior Gold Miners ETF 0.3%
Value ($000) $503 Shares 16,650 Est. Cost $32.00 Unrealized
TFX Teleflex Incorporated 0.3%
Value ($000) $489 Shares 1,892 Est. Cost $147.65 Unrealized +64.5%
SPMD SPDR Portfolio Mid Cap ETF 0.3%
Value ($000) $426 Shares 14,500 Est. Cost $32.23 Unrealized
CSCO Cisco Systems 0.2%
Value ($000) $421 Shares 9,717 Est. Cost $25.38 Unrealized +45.4%
CVX Chevron Corp. 0.2%
Value ($000) $369 Shares 3,395 Est. Cost $79.54 Unrealized +6.5%
EFA iShares MSCI EAFE Index ETF 0.2%
Value ($000) $342 Shares 5,832 Est. Cost $67.16 Unrealized
ADBE Adobe Systems Inc. 0.2%
Value ($000) $334 Shares 1,479 Est. Cost $148.44 Unrealized +62.6%
D Dominion Resources 0.2%
Value ($000) $329 Shares 4,610 Est. Cost $52.43 Unrealized +1.5%
iShares Intl Developed Property ETF 0.2%
Value ($000) $326 Shares 9,464 Est. Cost $33.69 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.2%
Value ($000) $324 Shares 8,512 Est. Cost $37.10 Unrealized
SHOP Shopify Inc. 0.2%
Value ($000) $320 Shares 2,315 Est. Cost $14.31 Unrealized -1.6%
LLY Eli Lilly & Co. 0.2%
Value ($000) $318 Shares 2,750 Est. Cost $64.22 Unrealized +57.9%
Twitter Inc. 0.2%
Value ($000) $302 Shares 10,512 Est. Cost $16.56 Unrealized
TSLA Tesla Motors Inc. 0.2%
Value ($000) $302 Shares 908 Est. Cost $13.88 Unrealized +55.0%
ConocoPhillips 0.2%
Value ($000) $287 Shares 4,606 Est. Cost $69.47 Unrealized
United Technologies 0.2%
Value ($000) $276 Shares 2,592 Est. Cost $112.63 Unrealized
IYY iShares Dow Jones Select Divid. Index ETF 0.2%
Value ($000) $263 Shares 2,954 Est. Cost $90.64 Unrealized
TIP iShares Barclays TIPS Bond ETF 0.2%
Value ($000) $263 Shares 2,405 Est. Cost $113.54 Unrealized
FFTY Innovator IBD 50 ETF 0.1%
Value ($000) $254 Shares 9,200 Est. Cost $33.74 Unrealized
Bank of America Corp. 0.1%
Value ($000) $250 Shares 10,185 Est. Cost $22.72 Unrealized
LMT Lockheed Martin Corp. 0.1%
Value ($000) $245 Shares 939 Est. Cost $230.01 Unrealized +8.7%
ARCC Ares Capital Corp. 0.1%
Value ($000) $233 Shares 14,962 Est. Cost $7.73 Unrealized +8.2%
EEMV iShares MSCI Emerg. Mkts. Min. Volat. ETF 0.1%
Value ($000) $223 Shares 4,000 Est. Cost $61.29 Unrealized
COR AmerisourceBergen Corp. 0.1%
Value ($000) $215 Shares 2,900 Est. Cost $66.83 Unrealized +0.6%
IGF iShares Global Infrastructure ETF 0.1%
Value ($000) $213 Shares 5,425 Est. Cost $40.85 Unrealized
PFE Pfizer Inc. 0.1%
Value ($000) $210 Shares 4,812 Est. Cost $20.80 Unrealized +44.4%
GILD Gilead Sciences Inc. 0.1%
Value ($000) $200 Shares 3,200 Est. Cost $50.30 Unrealized +5.4%
T AT&T Inc. 0.1%
Value ($000) $198 Shares 6,959 Est. Cost $15.69 Unrealized -10.7%
WSFS WSFS Financial Corp. 0.1%
Value ($000) $196 Shares 5,173 Est. Cost $40.21 Unrealized +4.7%
AMD Advanced Micro Devices 0.1%
Value ($000) $191 Shares 10,400 Est. Cost $13.39 Unrealized +61.5%
CIGNA Corp. 0.1%
Value ($000) $181 Shares 955 Est. Cost $189.53 Unrealized
DSI iShares MSCI KLD 400 Social Index ETF 0.1%
Value ($000) $181 Shares 1,956 Est. Cost $86.73 Unrealized
ET Energy Transfer L.P. 0.1%
Value ($000) $178 Shares 13,503 Est. Cost $13.18 Unrealized
VPU Vanguard Utilities ETF 0.1%
Value ($000) $176 Shares 1,501 Est. Cost $107.04 Unrealized
VUG Vanguard Growth ETF 0.1%
Value ($000) $174 Shares 1,296 Est. Cost $120.87 Unrealized
C Citigroup Inc. 0.1%
Value ($000) $174 Shares 3,353 Est. Cost $42.14 Unrealized +17.1%
PPG PPG Industries 0.1%
Value ($000) $173 Shares 1,700 Est. Cost $90.59 Unrealized -0.2%
Invesco QQQ ETF 0.1%
Value ($000) $172 Shares 1,118 Est. Cost $125.18 Unrealized
META Facebook Inc. 0.1%
Value ($000) $168 Shares 1,282 Est. Cost $143.27 Unrealized +0.4%
ESGD iShares MSCI EAFE ESG Optimized ETF 0.1%
Value ($000) $167 Shares 2,923 Est. Cost $60.21 Unrealized
Nektar Therapeutics 0.1%
Value ($000) $164 Shares 5,000 Est. Cost $49.72 Unrealized
EXC Exelon Corporation 0.1%
Value ($000) $160 Shares 3,558 Est. Cost $19.41 Unrealized +28.4%
ITW Illinois Tool Works Inc. 0.1%
Value ($000) $157 Shares 1,245 Est. Cost $108.15 Unrealized +2.2%
VXF Vanguard Extended Market ETF 0.1%
Value ($000) $144 Shares 1,450 Est. Cost $100.00 Unrealized
AXP American Express 0.1%
Value ($000) $142 Shares 1,500 Est. Cost $60.98 Unrealized +55.8%
REGN Regeneron Pharmaceuticals Inc. 0.1%
Value ($000) $141 Shares 378 Est. Cost $388.90 Unrealized -6.4%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $139 Shares 2,680 Est. Cost $40.90 Unrealized +0.2%
Northern Oil and Gas Inc. 0.1%
Value ($000) $138 Shares 61,500 Est. Cost $2.90 Unrealized
EPD Enterprise Products Partners L.P. 0.1%
Value ($000) $137 Shares 5,592 Est. Cost $27.35 Unrealized
MU Micron Technology Inc. 0.1%
Value ($000) $136 Shares 4,300 Est. Cost $46.74 Unrealized -20.9%
IEX IDEX Corp. 0.1%
Value ($000) $126 Shares 1,000 Est. Cost $136.25 Unrealized -9.9%
FLOT iShares Floating Rate Bond ETF 0.1%
Value ($000) $125 Shares 2,500 Est. Cost $50.76 Unrealized
IBB iShares Nasdaq Biotechnology ETF 0.1%
Value ($000) $124 Shares 1,290 Est. Cost $158.21 Unrealized
Unilever plc 0.1%
Value ($000) $120 Shares 2,300 Est. Cost $45.22 Unrealized
KMB Kimberly-Clark Corp. 0.1%
Value ($000) $117 Shares 1,027 Est. Cost $87.68 Unrealized -1.5%
SPDR Dow Jones Industrial Average ETF 0.1%
Value ($000) $116 Shares 500 Est. Cost $232.00 Unrealized
NFLX Netflix Inc. 0.1%
Value ($000) $116 Shares 435 Est. Cost $23.14 Unrealized +29.3%
PSX Phillips 66 0.1%
Value ($000) $116 Shares 1,355 Est. Cost $58.66 Unrealized +24.9%
FireEye Inc. 0.1%
Value ($000) $112 Shares 6,950 Est. Cost $16.11 Unrealized
GS Goldman Sachs Group 0.1%
Value ($000) $111 Shares 666 Est. Cost $178.20 Unrealized -4.1%
MITK Mitek Systems Inc. 0.1%
Value ($000) $108 Shares 10,000 Est. Cost $9.77 Unrealized -7.5%
ADP Automatic Data Processing 0.1%
Value ($000) $102 Shares 780 Est. Cost $78.46 Unrealized +54.4%
PM Philip Morris International Inc. 0.1%
Value ($000) $101 Shares 1,527 Est. Cost $59.77 Unrealized -4.2%
BABA Alibaba Group Holdings Ltd. 0.1%
Value ($000) $100 Shares 733 Est. Cost $137.95 Unrealized
Invesco KBW High Dividend Yield Finl ETF 0.1%
Value ($000) $99 Shares 5,000 Est. Cost $23.29 Unrealized
Marvell Technology Group LTD 0.1%
Value ($000) $97 Shares 6,000 Est. Cost $18.58 Unrealized
TXT Textron Inc. 0.1%
Value ($000) $91 Shares 2,000 Est. Cost $59.77 Unrealized -6.9%
SCHB Schwab U.S. Broad Market ETF 0.1%
Value ($000) $88 Shares 1,470 Est. Cost $56.82 Unrealized
QCOM QUALCOMM Inc. 0.1%
Value ($000) $88 Shares 1,559 Est. Cost $52.49 Unrealized -3.1%
MANH Manhattan Associates Inc. 0.0%
Value ($000) $84 Shares 2,000 Est. Cost $46.69 Unrealized +1.4%
IGIB iShares Intermed.-Term Corporate Bond ETF 0.0%
Value ($000) $83 Shares 1,600 Est. Cost $80.94 Unrealized
PIMCO Strategic Income Fund Inc. 0.0%
Value ($000) $83 Shares 8,582 Est. Cost $9.67 Unrealized
UNH UnitedHealth Group Inc. 0.0%
Value ($000) $83 Shares 337 Est. Cost $180.74 Unrealized +30.0%
IGSB iShares Short-Term Corporate Bond ETF 0.0%
Value ($000) $83 Shares 1,611 Est. Cost $91.62 Unrealized
IWM iShares Russell 1000 Index ETF 0.0%
Value ($000) $82 Shares 616 Est. Cost $142.20 Unrealized
CORT Corcept Therapeutics Inc. 0.0%
Value ($000) $80 Shares 6,000 Est. Cost $16.57 Unrealized -20.2%
LQD iShares GS InvesTop Corporate Bond ETF 0.0%
Value ($000) $77 Shares 690 Est. Cost $115.94 Unrealized
SEIC SEI Investments Co. 0.0%
Value ($000) $75 Shares 1,639 Est. Cost $56.20 Unrealized -15.0%
WWD Woodward Inc. 0.0%
Value ($000) $74 Shares 1,000 Est. Cost $76.64 Unrealized -3.8%
HighPoint Resources Corp. 0.0%
Value ($000) $74 Shares 30,000 Est. Cost $4.46 Unrealized
WYNN Wynn Resorts LTD 0.0%
Value ($000) $74 Shares 750 Est. Cost $132.81 Unrealized -24.5%
AOA iShares Barclays Aggregate Bond ETF 0.0%
Value ($000) $73 Shares 690 Est. Cost $107.50 Unrealized
MDT Medtronic plc 0.0%
Value ($000) $72 Shares 800 Est. Cost $62.35 Unrealized +23.7%
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $71 Shares 1,820 Est. Cost $38.58 Unrealized
SUB iShares Short-Term National Muni Bond ETF 0.0%
Value ($000) $71 Shares 681 Est. Cost $104.26 Unrealized
BOTZ Global X Robotics & A.I. ETF 0.0%
Value ($000) $70 Shares 4,200 Est. Cost $16.67 Unrealized
BOOT Boot Barn Holdings Inc. 0.0%
Value ($000) $68 Shares 4,000 Est. Cost $25.56 Unrealized -10.1%
APD Air Products & Chemicals Inc. 0.0%
Value ($000) $68 Shares 425 Est. Cost $111.62 Unrealized +19.3%
EPM Evolution Petroleum Corp. 0.0%
Value ($000) $68 Shares 10,000 Est. Cost $4.60 Unrealized +23.9%
ORLY OReilly Automotive Inc. 0.0%
Value ($000) $68 Shares 200 Est. Cost $17.41 Unrealized +30.8%
CRL Charles River Laboratories International 0.0%
Value ($000) $67 Shares 600 Est. Cost $75.95 Unrealized +64.9%
ZBH Zimmer Biomet Holdings Inc. 0.0%
Value ($000) $67 Shares 650 Est. Cost $101.37 Unrealized +4.6%
Kansas City Southern Industries Inc. 0.0%
Value ($000) $66 Shares 700 Est. Cost $84.29 Unrealized
JEF Jefferies Financial Group Inc. 0.0%
Value ($000) $65 Shares 3,782 Est. Cost $16.62 Unrealized -11.5%
MO Altria Group Inc. 0.0%
Value ($000) $64 Shares 1,296 Est. Cost $37.65 Unrealized -12.0%
Meridian Bank 0.0%
Value ($000) $64 Shares 3,870 Est. Cost $17.42 Unrealized
EMLP First Trust N.A. Energy Infrastructure ETF 0.0%
Value ($000) $64 Shares 3,000 Est. Cost $22.61 Unrealized
Reaves Utility Income Fund 0.0%
Value ($000) $64 Shares 2,195 Est. Cost $30.24 Unrealized
ROBO Robo Global Robotics & Automation ETF 0.0%
Value ($000) $60 Shares 1,865 Est. Cost $41.21 Unrealized
BIIB Biogen Inc. 0.0%
Value ($000) $60 Shares 200 Est. Cost $296.43 Unrealized +7.7%
Royal Dutch Shell plc A 0.0%
Value ($000) $60 Shares 1,040 Est. Cost $54.73 Unrealized
NRG NRG Energy Inc. 0.0%
Value ($000) $59 Shares 1,493 Est. Cost $24.42 Unrealized +30.2%
AFL AFLAC Inc. 0.0%
Value ($000) $59 Shares 1,300 Est. Cost $28.46 Unrealized +32.1%
NOC Northrop Grumman Corp. 0.0%
Value ($000) $57 Shares 236 Est. Cost $209.32 Unrealized +17.3%
BDX Becton Dickinson and Co. 0.0%
Value ($000) $56 Shares 250 Est. Cost $145.36 Unrealized +43.2%
IWP iShares Russell Mid-Cap Growth ETF 0.0%
Value ($000) $55 Shares 491 Est. Cost $103.53 Unrealized
CRM salesforce.com inc. 0.0%
Value ($000) $54 Shares 400 Est. Cost $135.90 Unrealized 0.0%
ACN Accenture Ltd. 0.0%
Value ($000) $54 Shares 389 Est. Cost $123.34 Unrealized +15.8%
SRPT Sarepta Therapeutics Inc. 0.0%
Value ($000) $54 Shares 500 Est. Cost $136.70 Unrealized -8.5%
PETS PetMed Express Inc. 0.0%
Value ($000) $54 Shares 2,350 Est. Cost $38.84 Unrealized -31.3%
Cubic Corp. 0.0%
Value ($000) $53 Shares 1,001 Est. Cost $48.00 Unrealized
HSY The Hershey Co. 0.0%
Value ($000) $53 Shares 500 Est. Cost $84.07 Unrealized +7.1%
XLU Utilities Sector SPDR ETF 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $52.00 Unrealized
LVHD Legg Mason Low Volatility High Div. ETF 0.0%
Value ($000) $51 Shares 1,800 Est. Cost $29.44 Unrealized
FIVE Five Below Inc. 0.0%
Value ($000) $51 Shares 500 Est. Cost $67.37 Unrealized +64.0%
CTSH Cognizant Technology Solutions Corp. 0.0%
Value ($000) $50 Shares 800 Est. Cost $47.45 Unrealized +32.0%
SCHX Schwab U.S. Large Cap ETF 0.0%
Value ($000) $49 Shares 832 Est. Cost $61.78 Unrealized
Nuveen High Inc. Dec 2019 Target Term Fund 0.0%
Value ($000) $49 Shares 5,000 Est. Cost $10.20 Unrealized
TD Toronto-Dominion Bank 0.0%
Value ($000) $48 Shares 978 Est. Cost $53.57 Unrealized +2.2%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $47 Shares 637 Est. Cost $80.59 Unrealized
AMAT Applied Materials 0.0%
Value ($000) $47 Shares 1,450 Est. Cost $35.89 Unrealized -11.7%
LMAT LeMaitre Vascular Inc. 0.0%
Value ($000) $47 Shares 2,000 Est. Cost $26.58 Unrealized -4.4%
NVDA NVIDIA Corp. 0.0%
Value ($000) $46 Shares 350 Est. Cost $4.65 Unrealized +1.9%
PIMCO Dynamic Credit & Mortg. Income Fund 0.0%
Value ($000) $45 Shares 2,150 Est. Cost $20.93 Unrealized
SPOT Spotify Technology S.A. 0.0%
Value ($000) $44 Shares 389 Est. Cost $181.55 Unrealized -23.0%
TBI TrueBlue Inc. 0.0%
Value ($000) $44 Shares 2,000 Est. Cost $26.49 Unrealized -9.5%
PFIS Peoples Financial Services Corp. 0.0%
Value ($000) $44 Shares 1,004 Est. Cost $33.45 Unrealized -2.8%
IWR iShares Russell MidCap Index ETF 0.0%
Value ($000) $43 Shares 940 Est. Cost $78.98 Unrealized
Red Hat Inc. 0.0%
Value ($000) $43 Shares 250 Est. Cost $148.00 Unrealized
FR First Industrial Realty Trust Inc. 0.0%
Value ($000) $43 Shares 1,500 Est. Cost $28.00 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $42 Shares 1,800 Est. Cost $17.64 Unrealized +12.5%
CAT Caterpillar Inc. 0.0%
Value ($000) $42 Shares 338 Est. Cost $123.35 Unrealized -9.6%
NCLH Norwegian Cruise Lines Holdings Ltd. 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $48.47 Unrealized 0.0%
MET MetLife Inc. 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $36.68 Unrealized -8.2%
CLIX ProShares Long/Online Short Stores ETF 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $41.00 Unrealized
Proofpoint Inc. 0.0%
Value ($000) $41 Shares 500 Est. Cost $106.00 Unrealized
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $41 Shares 526 Est. Cost $81.75 Unrealized
TWLO Twilio Inc. 0.0%
Value ($000) $40 Shares 450 Est. Cost $30.45 Unrealized +166.8%
CHTR Charter Communications Inc. 0.0%
Value ($000) $40 Shares 143 Est. Cost $271.63 Unrealized +15.5%
PNC PNC Financial Services Group Inc. 0.0%
Value ($000) $40 Shares 343 Est. Cost $118.19 Unrealized -16.2%
FTDR Frontdoor Inc. 0.0%
Value ($000) $39 Shares 1,500 Est. Cost $29.60 Unrealized 0.0%
NEE NextEra Energy Inc. 0.0%
Value ($000) $39 Shares 227 Est. Cost $28.92 Unrealized +26.8%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $38 Shares 702 Est. Cost $64.10 Unrealized
WFC Wells Fargo & Company 0.0%
Value ($000) $38 Shares 836 Est. Cost $39.89 Unrealized +5.4%
UGI UGI Corporation 0.0%
Value ($000) $38 Shares 720 Est. Cost $53.89 Unrealized +3.1%
IBM IBM 0.0%
Value ($000) $38 Shares 337 Est. Cost $111.07 Unrealized -20.8%
Unilever N.V. 0.0%
Value ($000) $37 Shares 700 Est. Cost $42.51 Unrealized
Royal Dutch Shell plc B 0.0%
Value ($000) $37 Shares 631 Est. Cost $55.47 Unrealized
MA MasterCard Inc. 0.0%
Value ($000) $37 Shares 200 Est. Cost $142.19 Unrealized +34.3%
Carnival Corporation 0.0%
Value ($000) $36 Shares 740 Est. Cost $61.75 Unrealized
OXY Occidental Petroleum Corp. 0.0%
Value ($000) $36 Shares 600 Est. Cost $66.34 Unrealized -10.3%
DoubleLine Income Solutions Fund 0.0%
Value ($000) $36 Shares 2,100 Est. Cost $17.14 Unrealized
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $34 Shares 444 Est. Cost $77.14 Unrealized
DBEF Deutsche MSCI EAFE Hedged Equity ETF 0.0%
Value ($000) $34 Shares 1,232 Est. Cost $30.03 Unrealized
IWS iShares Russell Mid-Cap Value ETF 0.0%
Value ($000) $33 Shares 434 Est. Cost $82.95 Unrealized
General Electric 0.0%
Value ($000) $33 Shares 4,373 Est. Cost $27.24 Unrealized
RIO Rio Tinto plc 0.0%
Value ($000) $33 Shares 700 Est. Cost $42.86 Unrealized
HYG iShares iBoxx High Yield Corp. Bond ETF 0.0%
Value ($000) $32 Shares 400 Est. Cost $87.50 Unrealized
CoreLogic Inc. 0.0%
Value ($000) $32 Shares 986 Est. Cost $36.51 Unrealized
CME CME Group Inc. 0.0%
Value ($000) $32 Shares 174 Est. Cost $126.93 Unrealized +12.1%
DLR Digital Realty Trust Inc. 0.0%
Value ($000) $32 Shares 303 Est. Cost $77.24 Unrealized +11.5%
CBRE Clarion Global Real Estate Income Fund 0.0%
Value ($000) $32 Shares 5,200 Est. Cost $6.15 Unrealized
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $31 Shares 1,150 Est. Cost $32.87 Unrealized
PWR Quanta Services Inc. 0.0%
Value ($000) $31 Shares 1,058 Est. Cost $35.82 Unrealized -11.5%
BKNG Bookings Holdings Inc. 0.0%
Value ($000) $31 Shares 18 Est. Cost $1935.67 Unrealized -6.8%
Equity Midstream Partners L.P. 0.0%
Value ($000) $30 Shares 694 Est. Cost $53.31 Unrealized
XLV Health Care Select Sector SPDR ETF 0.0%
Value ($000) $30 Shares 349 Est. Cost $77.69 Unrealized
BBD Banco Bradesco S.A. 0.0%
Value ($000) $29 Shares 3,000 Est. Cost $9.67 Unrealized
EMN Eastman Chemical Co. 0.0%
Value ($000) $29 Shares 400 Est. Cost $53.34 Unrealized +15.8%
KEY KeyCorp 0.0%
Value ($000) $29 Shares 2,000 Est. Cost $12.48 Unrealized +0.3%
FNCB Bancorp Inc. 0.0%
Value ($000) $29 Shares 3,531 Est. Cost $6.00 Unrealized
TJX TJX Companies Inc. 0.0%
Value ($000) $29 Shares 660 Est. Cost $42.67 Unrealized +7.5%
FIBK First Interstate BancSystem Inc. 0.0%
Value ($000) $29 Shares 810 Est. Cost $23.52 Unrealized +20.3%
AR Antero Resources Corp. 0.0%
Value ($000) $28 Shares 3,000 Est. Cost $17.84 Unrealized -17.1%
EPP iShares MSCI Pacific ex-Japan ETF 0.0%
Value ($000) $28 Shares 700 Est. Cost $40.00 Unrealized
CTRA Cabot Oil & Gas Corp. 0.0%
Value ($000) $28 Shares 1,280 Est. Cost $17.21 Unrealized +4.0%
ICUI ICU Medical Inc. 0.0%
Value ($000) $28 Shares 125 Est. Cost $144.73 Unrealized +70.3%
YUM Yum! Brands Inc. 0.0%
Value ($000) $27 Shares 304 Est. Cost $55.22 Unrealized +42.0%
VTV Vanguard Value ETF 0.0%
Value ($000) $27 Shares 277 Est. Cost $93.86 Unrealized
LAM Research Corp. 0.0%
Value ($000) $27 Shares 203 Est. Cost $205.00 Unrealized
Fluor Corp. 0.0%
Value ($000) $26 Shares 816 Est. Cost $36.86 Unrealized
Raytheon Co. 0.0%
Value ($000) $26 Shares 174 Est. Cost $156.20 Unrealized
CL Colgate-Palmolive Company 0.0%
Value ($000) $26 Shares 451 Est. Cost $55.37 Unrealized -4.5%
Delta Air Lines Inc. 0.0%
Value ($000) $25 Shares 514 Est. Cost $58.03 Unrealized
Invesco WilderHill Progressive Energy ETF 0.0%
Value ($000) $25 Shares 1,200 Est. Cost $25.83 Unrealized
Laboratory Corp. of America Holdings 0.0%
Value ($000) $25 Shares 200 Est. Cost $130.00 Unrealized
O Realty Income Corp. 0.0%
Value ($000) $25 Shares 401 Est. Cost $35.15 Unrealized +20.6%
EXAS Exact Sciences Corp. 0.0%
Value ($000) $25 Shares 400 Est. Cost $51.09 Unrealized +34.3%
Annaly Capital Management Inc. 0.0%
Value ($000) $25 Shares 2,591 Est. Cost $10.03 Unrealized
Vector Group Ltd. 0.0%
Value ($000) $24 Shares 2,508 Est. Cost $21.95 Unrealized
RWX SPDR Dow Jones Intl Real Estate ETF 0.0%
Value ($000) $24 Shares 705 Est. Cost $38.30 Unrealized
Spark Therapeutics Inc. 0.0%
Value ($000) $23 Shares 600 Est. Cost $57.50 Unrealized
VanEck Vectors Oil Services ETF 0.0%
Value ($000) $21 Shares 1,500 Est. Cost $24.00 Unrealized
SO The Southern Company 0.0%
Value ($000) $21 Shares 500 Est. Cost $33.62 Unrealized +1.9%
IJT iShares S&P SmallCap 600 Growth Index ETF 0.0%
Value ($000) $21 Shares 134 Est. Cost $152.33 Unrealized
IJK iShares S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $21 Shares 110 Est. Cost $225.00 Unrealized
IJJ iShares S&P MidCap 400 Value Index ETF 0.0%
Value ($000) $21 Shares 154 Est. Cost $162.34 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $20 Shares 182 Est. Cost $120.88 Unrealized
2U Inc. 0.0%
Value ($000) $19 Shares 400 Est. Cost $30.00 Unrealized
Altaba Inc. 0.0%
Value ($000) $19 Shares 333 Est. Cost $54.55 Unrealized
QDF FlexShares Quality Dividend ETF 0.0%
Value ($000) $19 Shares 500 Est. Cost $41.16 Unrealized
Goldcorp Inc. 0.0%
Value ($000) $19 Shares 2,000 Est. Cost $14.00 Unrealized
SCHM Schwab U.S. Mid-Cap ETF 0.0%
Value ($000) $19 Shares 414 Est. Cost $54.77 Unrealized
GreenSky Inc. 0.0%
Value ($000) $19 Shares 2,000 Est. Cost $9.50 Unrealized
F Ford Motor Co. 0.0%
Value ($000) $19 Shares 2,564 Est. Cost $7.25 Unrealized -14.4%
GW Pharmaceuticals 0.0%
Value ($000) $18 Shares 190 Est. Cost $124.73 Unrealized
HAL Halliburton Company 0.0%
Value ($000) $18 Shares 700 Est. Cost $42.22 Unrealized -31.0%
ROST Ross Stores Inc. 0.0%
Value ($000) $18 Shares 219 Est. Cost $80.40 Unrealized +4.9%
QRVO Qorvo Inc. 0.0%
Value ($000) $18 Shares 300 Est. Cost $80.09 Unrealized -16.0%
Axcelis Technologies 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $22.24 Unrealized
IJS iShares S&P SmallCap 600 Value Index ETF 0.0%
Value ($000) $17 Shares 135 Est. Cost $140.00 Unrealized
BIP Brookfield Infrastructure Partners L.P. 0.0%
Value ($000) $17 Shares 500 Est. Cost $40.00 Unrealized
CPT Camden Property Trust 0.0%
Value ($000) $17 Shares 200 Est. Cost $58.23 Unrealized +23.6%
SWKS Skyworks Solutions Inc. 0.0%
Value ($000) $16 Shares 250 Est. Cost $63.42 Unrealized +2.9%
FFIV F5 Networks Inc. 0.0%
Value ($000) $16 Shares 100 Est. Cost $135.48 Unrealized +26.6%
HST Host Hotels & Resorts Inc. 0.0%
Value ($000) $16 Shares 1,010 Est. Cost $11.83 Unrealized +20.9%
WU The Western Union Company 0.0%
Value ($000) $16 Shares 948 Est. Cost $22.15 Unrealized
Aegion Corp. 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $24.67 Unrealized
Invesco BRIC ETF 0.0%
Value ($000) $16 Shares 500 Est. Cost $28.00 Unrealized
VTI Vanguard Total Stock ETF 0.0%
Value ($000) $15 Shares 125 Est. Cost $118.11 Unrealized
MPC Marathon Petroleum Corp. 0.0%
Value ($000) $15 Shares 260 Est. Cost $47.72 Unrealized +13.7%
Duke Energy Corporation 0.0%
Value ($000) $15 Shares 182 Est. Cost $77.35 Unrealized
BCPC Balchem Corp. 0.0%
Value ($000) $15 Shares 200 Est. Cost $74.87 Unrealized +15.6%
TEVA Teva Pharmaceutical Industries Ltd. 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $36.21 Unrealized
VanEck Vectors High-Yield Muni. Index ETF 0.0%
Value ($000) $15 Shares 250 Est. Cost $29.53 Unrealized
VDE Vanguard Energy ETF 0.0%
Value ($000) $15 Shares 200 Est. Cost $105.00 Unrealized
PEG Public Service Enterprise Group Inc. 0.0%
Value ($000) $15 Shares 300 Est. Cost $30.85 Unrealized +37.1%
MGA Magna International Inc. 0.0%
Value ($000) $15 Shares 334 Est. Cost $44.46 Unrealized -13.2%
TTWO Take-Two Interactive Software Inc. 0.0%
Value ($000) $15 Shares 150 Est. Cost $109.19 Unrealized +5.4%
Dollar General Corporation 0.0%
Value ($000) $14 Shares 132 Est. Cost $75.76 Unrealized
VNM VanEck Vectors Vietnam ETF 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $18.00 Unrealized
QURE uniQure N.V. 0.0%
Value ($000) $14 Shares 500 Est. Cost $32.02 Unrealized -13.1%
Nabriva Therapeutics plc 0.0%
Value ($000) $14 Shares 10,000 Est. Cost $1.40 Unrealized
USAC USA Compression Partners LP 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $17.00 Unrealized
XLF Financial Sector SPDR ETF 0.0%
Value ($000) $12 Shares 506 Est. Cost $24.19 Unrealized
HCP Inc. 0.0%
Value ($000) $12 Shares 432 Est. Cost $29.90 Unrealized
TDOC Teladoc Inc. 0.0%
Value ($000) $12 Shares 250 Est. Cost $16.98 Unrealized +260.3%
IP International Paper 0.0%
Value ($000) $12 Shares 310 Est. Cost $35.63 Unrealized -14.5%
HRL Hormel Foods Corp. 0.0%
Value ($000) $11 Shares 264 Est. Cost $31.58 Unrealized +13.0%
IEV iShares Europe ETF 0.0%
Value ($000) $11 Shares 300 Est. Cost $40.00 Unrealized
FDUS Fidus Investment Corp. 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $5.75 Unrealized +5.2%
V W.P. Carey Inc. 0.0%
Value ($000) $11 Shares 174 Est. Cost $79.43 Unrealized +65.5%
GPC Genuine Parts Company 0.0%
Value ($000) $11 Shares 118 Est. Cost $79.16 Unrealized +1.7%
Linde AG 0.0%
Value ($000) $11 Shares 75 Est. Cost $146.67 Unrealized
Allergan plc 0.0%
Value ($000) $10 Shares 81 Est. Cost $211.20 Unrealized
HRB H&R Block Inc. 0.0%
Value ($000) $10 Shares 400 Est. Cost $18.78 Unrealized +7.7%
CHRW C.H. Robinson Worldwide Inc. 0.0%
Value ($000) $10 Shares 125 Est. Cost $78.65 Unrealized -4.2%
Beneficial Bancorp Inc. 0.0%
Value ($000) $10 Shares 750 Est. Cost $18.00 Unrealized
ACWX iShares MSCI ACWI Index ETF 0.0%
Value ($000) $10 Shares 159 Est. Cost $56.60 Unrealized
STPZ PIMCO 1-5 Year U.S. TIPS ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $52.46 Unrealized
Walgreens Boots Alliance Inc. 0.0%
Value ($000) $10 Shares 160 Est. Cost $81.25 Unrealized
ALRM Alarm.com Holdings Inc. 0.0%
Value ($000) $10 Shares 200 Est. Cost $29.03 Unrealized +66.5%
ALK Alaska Air Group Inc. 0.0%
Value ($000) $10 Shares 177 Est. Cost $62.60 Unrealized +0.3%
CE Celanese Corp. 0.0%
Value ($000) $9 Shares 104 Est. Cost $97.43 Unrealized -12.2%
LTC LTC Properties Inc. 0.0%
Value ($000) $9 Shares 230 Est. Cost $52.17 Unrealized
ABIOMED Inc. 0.0%
Value ($000) $9 Shares 30 Est. Cost $300.00 Unrealized
SCHF Schwab International Equity ETF 0.0%
Value ($000) $9 Shares 339 Est. Cost $32.45 Unrealized
EIS iShares MSCI Israel Capped ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.00 Unrealized
India Fund Inc. 0.0%
Value ($000) $9 Shares 445 Est. Cost $22.47 Unrealized
ORMP Oramed Pharmaceuticals Inc. 0.0%
Value ($000) $9 Shares 3,150 Est. Cost $6.07 Unrealized -36.4%
JPMorgan Alerian MLP ETF 0.0%
Value ($000) $9 Shares 445 Est. Cost $29.21 Unrealized
PYPL PayPal Holdings Inc. 0.0%
Value ($000) $8 Shares 98 Est. Cost $87.86 Unrealized -5.4%
Guaranty Bancorp 0.0%
Value ($000) $7 Shares 371 Est. Cost $18.87 Unrealized
Cloudera Inc. 0.0%
Value ($000) $7 Shares 700 Est. Cost $17.14 Unrealized
CDK Global Inc. 0.0%
Value ($000) $7 Shares 150 Est. Cost $66.77 Unrealized
FAST Fastenal Company 0.0%
Value ($000) $7 Shares 150 Est. Cost $8.65 Unrealized +30.4%
XAR SPDR S&P Aerospace & Defense ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $100.00 Unrealized
NWBI Northwest Bancshares Inc. 0.0%
Value ($000) $7 Shares 450 Est. Cost $10.15 Unrealized +6.9%
RLI RLI Corp. 0.0%
Value ($000) $7 Shares 103 Est. Cost $25.67 Unrealized +11.6%
LPX Louisiana-Pacific Corp. 0.0%
Value ($000) $7 Shares 320 Est. Cost $22.67 Unrealized 0.0%
BlueStar TA-BIGITech Israel Tech. ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
Chubb Corporation 0.0%
Value ($000) $6 Shares 52 Est. Cost $125.00 Unrealized
SLB Schlumberger Ltd. 0.0%
Value ($000) $6 Shares 179 Est. Cost $52.03 Unrealized -22.7%
LARK Landmark Bancorp Inc. 0.0%
Value ($000) $6 Shares 500 Est. Cost $20.15 Unrealized -2.5%
DASAN Zhone Solutions Inc. 0.0%
Value ($000) $6 Shares 500 Est. Cost $6.00 Unrealized
KHC Kraft Heinz Company 0.0%
Value ($000) $5 Shares 133 Est. Cost $58.70 Unrealized -37.6%
HIMX Himax Technologies Inc. 0.0%
Value ($000) $5 Shares 1,500 Est. Cost $6.00 Unrealized
Celgene Corp. 0.0%
Value ($000) $5 Shares 92 Est. Cost $97.02 Unrealized
DE Deere & Company 0.0%
Value ($000) $5 Shares 36 Est. Cost $128.61 Unrealized +2.5%
Canopy Growth Corp. 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
EXEL Exelixis Inc. 0.0%
Value ($000) $5 Shares 300 Est. Cost $27.64 Unrealized -35.5%
LVS Las Vegas Sands Corp. 0.0%
Value ($000) $5 Shares 115 Est. Cost $47.55 Unrealized +0.3%
CERS Cerus Corp. 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $6.13 Unrealized -5.4%
XLE Energy Sector SPDR ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $75.00 Unrealized
Curis Inc. 0.0%
Value ($000) $4 Shares 6,000 Est. Cost $0.89 Unrealized
CenturyLink Inc. 0.0%
Value ($000) $4 Shares 305 Est. Cost $17.83 Unrealized
Anadarko Petroleum Corp. 0.0%
Value ($000) $4 Shares 97 Est. Cost $62.28 Unrealized
TXN Texas Instruments Inc. 0.0%
Value ($000) $4 Shares 48 Est. Cost $89.53 Unrealized -11.6%
HIG Hartford Financial Svcs. 0.0%
Value ($000) $4 Shares 100 Est. Cost $41.04 Unrealized -6.6%
UNP Union Pacific Corporation 0.0%
Value ($000) $4 Shares 33 Est. Cost $122.84 Unrealized +2.9%
EVH Evolent Health Inc. 0.0%
Value ($000) $3 Shares 200 Est. Cost $19.70 Unrealized +17.4%
MDXG MiMedx Group Inc. 0.0%
Value ($000) $3 Shares 2,200 Est. Cost $8.98 Unrealized -58.7%
SNA Snap Inc. 0.0%
Value ($000) $3 Shares 558 Est. Cost $136.12 Unrealized -3.6%
VGK Vanguard MSCI Europe ETF 0.0%
Value ($000) $3 Shares 75 Est. Cost $48.70 Unrealized
NYMXF Nymox Pharmaceutical Corp. 0.0%
Value ($000) $3 Shares 2,500 Est. Cost $3.47 Unrealized -47.2%
BANC Banc of California Inc. 0.0%
Value ($000) $3 Shares 237 Est. Cost $13.83 Unrealized 0.0%
Marathon Oil Corp. 0.0%
Value ($000) $2 Shares 144 Est. Cost $17.27 Unrealized
Quantum Materials Corp. 0.0%
Value ($000) $2 Shares 71,000 Est. Cost $0.10 Unrealized
Nuveen AMT-Free Quality Muni. Income Fund 0.0%
Value ($000) $2 Shares 228 Est. Cost $13.16 Unrealized
DXCM DexCom Inc. 0.0%
Value ($000) $2 Shares 20 Est. Cost $24.70 Unrealized +28.4%
DarioHealth Corp. 0.0%
Value ($000) $2 Shares 2,800 Est. Cost $3.21 Unrealized
CGEN Compugen Ltd. 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $3.37 Unrealized -5.9%
CHKP Check Point Software Technologies Ltd. 0.0%
Value ($000) $2 Shares 20 Est. Cost $113.61 Unrealized -3.4%
VEU Vanguard FTSE All-World ex-U.S. ETF 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.67 Unrealized
TDC Teradata Corp. 0.0%
Value ($000) $2 Shares 75 Est. Cost $30.31 Unrealized +20.7%
SIRIUS XM Radio Inc. 0.0%
Value ($000) $2 Shares 373 Est. Cost $5.36 Unrealized
FS KKR Capital Corp. 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.00 Unrealized
VPG Vishay Precision Group Inc. 0.0%
Value ($000) $2 Shares 85 Est. Cost $33.93 Unrealized -3.2%
SecureWorks Corp. 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
UAA Under Armour Inc. Class A 0.0%
Value ($000) $2 Shares 150 Est. Cost $31.52 Unrealized -34.9%
WY Weyerhauser Company 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.03 Unrealized -16.3%
WDC Western Digital Corp. 0.0%
Value ($000) $1 Shares 47 Est. Cost $40.87 Unrealized -19.1%
VYX NCR Corp. 0.0%
Value ($000) $1 Shares 66 Est. Cost $26.39 Unrealized -40.5%
BIDU Baidu Inc. 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
Fitbit Inc. 0.0%
Value ($000) $1 Shares 400 Est. Cost $5.00 Unrealized
ETFMG Video Game Tech ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $40.00 Unrealized
Vodafone Group plc 0.0%
Value ($000) $1 Shares 76 Est. Cost $26.32 Unrealized
Dunkin Brands Group Inc. 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.67 Unrealized
United States Oil ETF 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.00 Unrealized
Weight Watchers International Inc. 0.0%
Value ($000) $1 Shares 50 Est. Cost $80.00 Unrealized
SMG The Scotts Miracle-Gro Company 0.0%
Value ($000) $1 Shares 22 Est. Cost $60.29 Unrealized -8.8%
UA Under Armour Inc. Class C 0.0%
Value ($000) $1 Shares 100 Est. Cost $26.69 Unrealized -29.1%
Transocean Ltd. 0.0%
Value ($000) $1 Shares 165 Est. Cost $12.12 Unrealized
Columbia Energy Group 0.0%
Value ($000) $0 Shares 25 Est. Cost $20.00 Unrealized
Apricus Biosciences Inc. 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
Aphria Inc. 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
MFC Manulife Financial Corp. 0.0%
Value ($000) $0 Shares 50 Est. Cost $15.85 Unrealized 0.0%
United States Steel Corp. 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
STWD Starwood Property Trust Inc. 0.0%
Value ($000) $0 Shares 21 Est. Cost $20.83 Unrealized
Neuralstem Inc. 0.0%
Value ($000) $0 Shares 92 Est. Cost Unrealized
Pandora Media Inc. 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
INSYS Therapeutics Inc. 0.0%
Value ($000) $0 Shares 250 Est. Cost $8.80 Unrealized
NFG National Fuel Gas Co. 0.0%
Value ($000) $0 Shares 2 Est. Cost $51.80 Unrealized +5.8%
EPAM EPAM Systems Inc. 0.0%
Value ($000) $0 Shares 3 Est. Cost $134.68 Unrealized -8.9%
Melinta Therapeutics Inc. 0.0%
Value ($000) $0 Shares 95 Est. Cost $21.05 Unrealized
Call - General Elect. - 20 - Exp. 1/17/20 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
TM Toyota Motor Corp. 0.0%
Value ($000) $0 Shares 5 Est. Cost $200.00 Unrealized
The McClatchy Company 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
AVEO Pharmaceuticals Inc. 0.0%
Value ($000) $0 Shares 65 Est. Cost Unrealized
Goodrich Petroleum Corp. 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Frontier Communications Corp. 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
LEU Centrus Energy Corp. 0.0%
Value ($000) $0 Shares 40 Est. Cost $4.81 Unrealized -54.7%
TGT Target Corp. 0.0%
Value ($000) $0 Shares 1 Est. Cost $58.46 Unrealized +8.3%
Recro Pharma Inc. 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized