Sterling Investment Advisors, Ltd. Diversified Active

CIK: 0001701132 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 1, 2019

Total Value ($000): $196,283 (100.0% shares, 0.0% debt)

Holdings (424)

AAPL Apple, Inc. 5.3%
Value ($000) $10,337 Shares 54,419 Est. Cost $26.63 Unrealized +51.9%
JPST JPMorgan Ultra Short Income ETF 3.8%
Value ($000) $7,475 Shares 148,615 Est. Cost $50.15 Unrealized
ITOT iShares Core S&P Small-Cap ETF 3.4%
Value ($000) $6,765 Shares 87,688 Est. Cost $97.44 Unrealized
GMED Globus Medical, Inc. 3.2%
Value ($000) $6,252 Shares 126,528 Est. Cost $22.72 Unrealized +99.1%
AMZN Amazon.com, Inc. 2.6%
Value ($000) $5,111 Shares 2,870 Est. Cost $43.00 Unrealized +93.5%
JNJ Johnson & Johnson 2.5%
Value ($000) $4,930 Shares 35,269 Est. Cost $100.44 Unrealized +9.9%
VZ Verizon Communications, Inc. 2.5%
Value ($000) $4,894 Shares 82,773 Est. Cost $31.62 Unrealized +23.2%
CWB SPDR Barclays Convertible Securities ETF 2.3%
Value ($000) $4,542 Shares 86,936 Est. Cost $45.85 Unrealized
PFF iShares S&P US Preferred Stock Index ETF 2.3%
Value ($000) $4,533 Shares 124,030 Est. Cost $37.21 Unrealized
Visa, Inc. 2.2%
Value ($000) $4,351 Shares 27,855 Est. Cost $79.80 Unrealized
GOOGL Alphabet, Inc. Class A 2.2%
Value ($000) $4,317 Shares 3,668 Est. Cost $40.79 Unrealized +37.4%
MSFT Microsoft Corp. 1.9%
Value ($000) $3,697 Shares 31,346 Est. Cost $55.00 Unrealized +86.0%
GLD SPDR Gold Shares ETF 1.6%
Value ($000) $3,196 Shares 26,195 Est. Cost $118.56 Unrealized
IJH SPDR S&P MidCap 400 ETF 1.6%
Value ($000) $3,127 Shares 9,550 Est. Cost $290.14 Unrealized
DowDuPont, Inc. 1.6%
Value ($000) $3,097 Shares 58,093 Est. Cost $69.23 Unrealized
BA The Boeing Co. 1.5%
Value ($000) $2,922 Shares 7,661 Est. Cost $330.87 Unrealized +13.4%
BRK/B Berkshire Hathaway B 1.4%
Value ($000) $2,725 Shares 13,566 Est. Cost $156.06 Unrealized +29.3%
JPM J.P. Morgan Chase & Co. 1.3%
Value ($000) $2,600 Shares 25,688 Est. Cost $66.45 Unrealized +28.4%
AMGN Amgen, Inc. 1.3%
Value ($000) $2,545 Shares 13,395 Est. Cost $117.49 Unrealized +31.6%
PG The Procter & Gamble Co. 1.3%
Value ($000) $2,512 Shares 24,140 Est. Cost $66.75 Unrealized +22.9%
XYZ Square, Inc. 1.2%
Value ($000) $2,439 Shares 32,558 Est. Cost $69.00 Unrealized +5.0%
FNX First Trust Mid Cap Core AlphaDEX ETF 1.1%
Value ($000) $2,231 Shares 33,282 Est. Cost $57.03 Unrealized
GDX VanEck Vectors Gold Miners ETF 1.1%
Value ($000) $2,194 Shares 97,845 Est. Cost $21.95 Unrealized
CVS CVS Health Corp. 1.1%
Value ($000) $2,173 Shares 40,295 Est. Cost $57.21 Unrealized -13.5%
PPL PPL Corp. 1.1%
Value ($000) $2,133 Shares 67,194 Est. Cost $21.96 Unrealized +5.2%
GIS General Mills, Inc. 1.1%
Value ($000) $2,125 Shares 41,054 Est. Cost $34.68 Unrealized +3.2%
LOW Lowes Companies Inc. 1.1%
Value ($000) $2,122 Shares 19,386 Est. Cost $60.55 Unrealized +45.4%
TOL Toll Brothers, Inc. 1.1%
Value ($000) $2,118 Shares 58,503 Est. Cost $32.34 Unrealized +11.1%
AMT American Tower Corp. 1.1%
Value ($000) $2,073 Shares 10,517 Est. Cost $89.14 Unrealized +63.8%
NKE Nike, Inc. 1.0%
Value ($000) $2,059 Shares 24,445 Est. Cost $48.35 Unrealized +55.9%
PAYX Paychex, Inc. 1.0%
Value ($000) $2,005 Shares 24,994 Est. Cost $47.03 Unrealized +28.5%
3M Company 1.0%
Value ($000) $1,981 Shares 9,535 Est. Cost $180.19 Unrealized
BlackRock, Inc. 1.0%
Value ($000) $1,956 Shares 4,578 Est. Cost $386.02 Unrealized
INTC Intel Corp. 1.0%
Value ($000) $1,938 Shares 36,096 Est. Cost $30.05 Unrealized +45.8%
CMI Cummins, Inc. 1.0%
Value ($000) $1,880 Shares 11,908 Est. Cost $119.98 Unrealized +4.8%
HON Honeywell International, Inc. 1.0%
Value ($000) $1,875 Shares 11,796 Est. Cost $99.29 Unrealized +22.0%
Merck & Co., Inc. 0.9%
Value ($000) $1,849 Shares 22,230 Est. Cost $58.93 Unrealized
GSBD Goldman Sachs BDC, Inc. 0.9%
Value ($000) $1,848 Shares 89,980 Est. Cost $22.52 Unrealized -9.2%
XOM Exxon Mobil Corp. 0.9%
Value ($000) $1,828 Shares 22,629 Est. Cost $56.45 Unrealized -1.8%
PEP PepsiCo, Inc. 0.9%
Value ($000) $1,798 Shares 14,673 Est. Cost $79.60 Unrealized +16.1%
Aqua America, Inc. 0.8%
Value ($000) $1,600 Shares 43,900 Est. Cost $31.24 Unrealized
WMT Walmart, Inc. 0.8%
Value ($000) $1,581 Shares 16,210 Est. Cost $26.41 Unrealized +10.7%
GOOG Alphabet, Inc. Class C 0.8%
Value ($000) $1,549 Shares 1,320 Est. Cost $38.79 Unrealized +43.6%
AKAM Akamai Technologies, Inc. 0.8%
Value ($000) $1,538 Shares 21,450 Est. Cost $52.77 Unrealized +28.5%
PFE Pfizer, Inc. 0.8%
Value ($000) $1,521 Shares 35,812 Est. Cost $28.11 Unrealized +4.0%
KKR & Co. 0.8%
Value ($000) $1,514 Shares 64,461 Est. Cost $21.86 Unrealized
PSA Public Storage 0.7%
Value ($000) $1,458 Shares 6,696 Est. Cost $151.15 Unrealized +4.0%
FEX First Trust Large Cap Core AlphaDEX ETF 0.7%
Value ($000) $1,441 Shares 24,215 Est. Cost $49.41 Unrealized
ALGN Align Technology, Inc. 0.7%
Value ($000) $1,403 Shares 4,936 Est. Cost $120.29 Unrealized +98.4%
The Bank Of New York Mellon 0.7%
Value ($000) $1,393 Shares 27,617 Est. Cost $51.05 Unrealized
ABBV AbbVie, Inc. 0.7%
Value ($000) $1,304 Shares 16,177 Est. Cost $43.25 Unrealized +41.1%
EMR Emerson Electric Co. 0.7%
Value ($000) $1,295 Shares 18,919 Est. Cost $47.85 Unrealized +17.1%
MDLZ Mondelez International, Inc. 0.6%
Value ($000) $1,233 Shares 24,709 Est. Cost $35.16 Unrealized +10.2%
SBUX Starbucks Corp. 0.6%
Value ($000) $1,211 Shares 16,292 Est. Cost $47.54 Unrealized +24.6%
CMCSA Comcast Corp. Class A 0.6%
Value ($000) $1,195 Shares 29,893 Est. Cost $29.13 Unrealized +8.3%
DEO Diageo plc 0.6%
Value ($000) $1,183 Shares 7,232 Est. Cost $104.02 Unrealized
The Blackstone Group L.P. 0.6%
Value ($000) $1,158 Shares 33,122 Est. Cost $29.10 Unrealized
ABT Abbott Laboratories 0.6%
Value ($000) $1,112 Shares 13,916 Est. Cost $33.77 Unrealized +95.7%
GLW Corning, Inc. 0.5%
Value ($000) $1,072 Shares 32,375 Est. Cost $19.36 Unrealized +39.7%
COST Costco Wholesale Corp. 0.5%
Value ($000) $1,065 Shares 4,400 Est. Cost $136.52 Unrealized +45.3%
BAX Baxter International, Inc. 0.4%
Value ($000) $857 Shares 10,546 Est. Cost $39.74 Unrealized +61.2%
HD The Home Depot, Inc. 0.4%
Value ($000) $840 Shares 4,376 Est. Cost $148.44 Unrealized +4.2%
Kayne Anderson MLP Midstream Invest. Co. 0.4%
Value ($000) $828 Shares 51,650 Est. Cost $17.90 Unrealized
ORCL Oracle Corp. 0.4%
Value ($000) $785 Shares 14,613 Est. Cost $35.52 Unrealized +29.7%
MCD McDonalds Corp. 0.4%
Value ($000) $771 Shares 4,059 Est. Cost $94.93 Unrealized +62.8%
BB&T Corp. 0.4%
Value ($000) $760 Shares 16,341 Est. Cost $50.35 Unrealized
MUB iShares S&P National Municipal Bond ETF 0.4%
Value ($000) $731 Shares 6,574 Est. Cost $108.95 Unrealized
UPS United Parcel Service, Inc. 0.4%
Value ($000) $729 Shares 6,526 Est. Cost $84.10 Unrealized -3.7%
KO The Coca Cola Co. 0.4%
Value ($000) $724 Shares 15,441 Est. Cost $31.62 Unrealized +19.5%
Nuveen Intermed. Duration Muni. Term Fund 0.4%
Value ($000) $723 Shares 55,000 Est. Cost $13.07 Unrealized
Qurate Retail Group A 0.4%
Value ($000) $714 Shares 44,700 Est. Cost $21.23 Unrealized
SPDR S&P 500 ETF 0.4%
Value ($000) $705 Shares 2,496 Est. Cost $223.42 Unrealized
SYK Stryker Corp. 0.4%
Value ($000) $701 Shares 3,550 Est. Cost $103.92 Unrealized +60.8%
SPMD SPDR Portfolio Mid Cap ETF 0.4%
Value ($000) $697 Shares 20,900 Est. Cost $32.57 Unrealized
EFAV iShares MSCI EAFE Minimum Volatility ETF 0.3%
Value ($000) $679 Shares 9,425 Est. Cost $73.36 Unrealized
WELL Welltower, Inc. 0.3%
Value ($000) $662 Shares 8,525 Est. Cost $47.58 Unrealized +26.7%
ICF iShares Cohen & Steers Realty Index ETF 0.3%
Value ($000) $658 Shares 5,915 Est. Cost $99.89 Unrealized
ILMN Illumina, Inc. 0.3%
Value ($000) $649 Shares 2,090 Est. Cost $143.80 Unrealized +102.8%
SHOP Shopify, Inc. 0.3%
Value ($000) $644 Shares 3,115 Est. Cost $15.17 Unrealized +16.4%
UTHR United Therapeutics Corp. 0.3%
Value ($000) $596 Shares 5,075 Est. Cost $125.70 Unrealized -7.3%
Eaton Corp. 0.3%
Value ($000) $594 Shares 7,375 Est. Cost $67.44 Unrealized
TFX Teleflex Incorporated 0.3%
Value ($000) $572 Shares 1,892 Est. Cost $147.65 Unrealized +81.4%
DIS Walt Disney Co. 0.3%
Value ($000) $547 Shares 4,930 Est. Cost $94.64 Unrealized +14.0%
GDXJ VanEck Vectors Junior Gold Miners ETF 0.3%
Value ($000) $527 Shares 16,600 Est. Cost $32.00 Unrealized
CSCO Cisco Systems 0.3%
Value ($000) $498 Shares 9,221 Est. Cost $25.38 Unrealized +55.7%
CVX Chevron Corp. 0.2%
Value ($000) $418 Shares 3,397 Est. Cost $79.54 Unrealized +10.0%
EFA iShares MSCI EAFE Index ETF 0.2%
Value ($000) $378 Shares 5,832 Est. Cost $67.16 Unrealized
iShares Intl Developed Property ETF 0.2%
Value ($000) $368 Shares 9,469 Est. Cost $33.69 Unrealized
ADBE Adobe Systems, Inc. 0.2%
Value ($000) $362 Shares 1,357 Est. Cost $148.44 Unrealized +69.8%
VWO Vanguard FTSE Emerging Markets ETF 0.2%
Value ($000) $358 Shares 8,412 Est. Cost $37.10 Unrealized
D Dominion Resources 0.2%
Value ($000) $354 Shares 4,614 Est. Cost $52.43 Unrealized +2.8%
Twitter, Inc. 0.2%
Value ($000) $353 Shares 10,732 Est. Cost $16.90 Unrealized
ETFMG Alternative Harvest ETF 0.2%
Value ($000) $338 Shares 9,300 Est. Cost $36.34 Unrealized
Bank of America Corp. 0.2%
Value ($000) $336 Shares 12,185 Est. Cost $23.51 Unrealized
United Technologies 0.2%
Value ($000) $334 Shares 2,594 Est. Cost $112.63 Unrealized
LLY Eli Lilly & Co. 0.2%
Value ($000) $322 Shares 2,480 Est. Cost $64.22 Unrealized +72.8%
FFTY Innovator IBD 50 ETF 0.2%
Value ($000) $308 Shares 9,200 Est. Cost $33.74 Unrealized
IYY iShares Dow Jones Select Divid. Index ETF 0.1%
Value ($000) $292 Shares 2,978 Est. Cost $90.64 Unrealized
ConocoPhillips 0.1%
Value ($000) $292 Shares 4,376 Est. Cost $69.47 Unrealized
SPOT Spotify Technology S.A. 0.1%
Value ($000) $283 Shares 2,039 Est. Cost $145.30 Unrealized -5.9%
LMT Lockheed Martin Corp. 0.1%
Value ($000) $282 Shares 939 Est. Cost $230.01 Unrealized +5.9%
TIP iShares Barclays TIPS Bond ETF 0.1%
Value ($000) $272 Shares 2,405 Est. Cost $113.54 Unrealized
NVDA NVIDIA Corp. 0.1%
Value ($000) $269 Shares 1,500 Est. Cost $4.04 Unrealized -4.6%
TSLA Tesla Motors, Inc. 0.1%
Value ($000) $268 Shares 958 Est. Cost $14.20 Unrealized +41.4%
ARCC Ares Capital Corp. 0.1%
Value ($000) $256 Shares 14,962 Est. Cost $7.73 Unrealized +12.3%
META Facebook, Inc. 0.1%
Value ($000) $247 Shares 1,482 Est. Cost $145.25 Unrealized +8.7%
IGF iShares Global Infrastructure ETF 0.1%
Value ($000) $243 Shares 5,425 Est. Cost $40.85 Unrealized
EEMV iShares MSCI Emerg. Mkts. Min. Volat. ETF 0.1%
Value ($000) $237 Shares 4,000 Est. Cost $61.29 Unrealized
MU Micron Technology, Inc. 0.1%
Value ($000) $219 Shares 5,300 Est. Cost $45.04 Unrealized -16.3%
T AT&T Inc. 0.1%
Value ($000) $210 Shares 6,689 Est. Cost $15.69 Unrealized -9.8%
C Citigroup, Inc. 0.1%
Value ($000) $209 Shares 3,353 Est. Cost $42.14 Unrealized +15.8%
China Mobile Ltd. 0.1%
Value ($000) $209 Shares 4,100 Est. Cost $50.98 Unrealized
ET Energy Transfer, L.P. 0.1%
Value ($000) $208 Shares 13,503 Est. Cost $13.18 Unrealized
WSFS WSFS Financial Corp. 0.1%
Value ($000) $208 Shares 5,398 Est. Cost $40.26 Unrealized +3.3%
DSI iShares MSCI KLD 400 Social Index ETF 0.1%
Value ($000) $206 Shares 1,956 Est. Cost $86.73 Unrealized
VUG Vanguard Growth ETF 0.1%
Value ($000) $203 Shares 1,296 Est. Cost $120.87 Unrealized
Invesco QQQ ETF 0.1%
Value ($000) $201 Shares 1,118 Est. Cost $125.18 Unrealized
VPU Vanguard Utilities ETF 0.1%
Value ($000) $195 Shares 1,501 Est. Cost $107.04 Unrealized
PPG PPG Industries 0.1%
Value ($000) $192 Shares 1,700 Est. Cost $90.59 Unrealized +3.7%
ESGD iShares MSCI EAFE ESG Optimized ETF 0.1%
Value ($000) $185 Shares 2,923 Est. Cost $60.21 Unrealized
EPD Enterprise Products Partners, L.P. 0.1%
Value ($000) $180 Shares 6,176 Est. Cost $27.52 Unrealized
ITW Illinois Tool Works, Inc. 0.1%
Value ($000) $179 Shares 1,245 Est. Cost $108.15 Unrealized +8.2%
NFLX Netflix, Inc. 0.1%
Value ($000) $173 Shares 485 Est. Cost $24.33 Unrealized +42.5%
Northern Oil and Gas, Inc. 0.1%
Value ($000) $169 Shares 61,500 Est. Cost $2.90 Unrealized
VXF Vanguard Extended Market ETF 0.1%
Value ($000) $167 Shares 1,450 Est. Cost $100.00 Unrealized
AXP American Express 0.1%
Value ($000) $164 Shares 1,500 Est. Cost $60.98 Unrealized +57.1%
REGN Regeneron Pharmaceuticals, Inc. 0.1%
Value ($000) $155 Shares 378 Est. Cost $388.90 Unrealized +5.3%
CIGNA Corp. 0.1%
Value ($000) $154 Shares 955 Est. Cost $189.53 Unrealized
Invesco KBW High Dividend Yield Finl ETF 0.1%
Value ($000) $152 Shares 7,000 Est. Cost $22.84 Unrealized
IBB iShares Nasdaq Biotechnology ETF 0.1%
Value ($000) $144 Shares 1,290 Est. Cost $158.21 Unrealized
PM Philip Morris International, Inc. 0.1%
Value ($000) $135 Shares 1,527 Est. Cost $59.77 Unrealized -6.2%
BABA Alibaba Group Holdings Ltd. 0.1%
Value ($000) $134 Shares 733 Est. Cost $137.95 Unrealized
Unilever plc 0.1%
Value ($000) $133 Shares 2,300 Est. Cost $45.22 Unrealized
BMY Bristol-Myers Squibb Co. 0.1%
Value ($000) $129 Shares 2,699 Est. Cost $40.90 Unrealized -6.4%
GS Goldman Sachs Group 0.1%
Value ($000) $128 Shares 667 Est. Cost $178.20 Unrealized -7.9%
EXC Exelon Corporation 0.1%
Value ($000) $128 Shares 2,558 Est. Cost $19.41 Unrealized +37.7%
iPath Bloomb. Lead Subindex Total Ret. ETN 0.1%
Value ($000) $128 Shares 2,000 Est. Cost $64.00 Unrealized
FLOT iShares Floating Rate Bond ETF 0.1%
Value ($000) $127 Shares 2,500 Est. Cost $50.76 Unrealized
KMB Kimberly Clark Corp. 0.1%
Value ($000) $127 Shares 1,027 Est. Cost $87.68 Unrealized +4.1%
Annaly Capital Management, Inc. 0.1%
Value ($000) $126 Shares 12,591 Est. Cost $10.01 Unrealized
ADP Automatic Data Processing 0.1%
Value ($000) $125 Shares 780 Est. Cost $78.46 Unrealized +59.9%
PSX Phillips 66 0.1%
Value ($000) $121 Shares 1,273 Est. Cost $58.66 Unrealized +22.6%
Marvell Technology Group, LTD 0.1%
Value ($000) $119 Shares 6,000 Est. Cost $18.58 Unrealized
LNC Lincoln National Corp. 0.1%
Value ($000) $117 Shares 2,000 Est. Cost $43.17 Unrealized 0.0%
FireEye, Inc. 0.1%
Value ($000) $117 Shares 6,950 Est. Cost $16.11 Unrealized
MANH Manhattan Associates, Inc. 0.1%
Value ($000) $110 Shares 2,000 Est. Cost $46.69 Unrealized +9.5%
SCHB Schwab U.S. Broad Market ETF 0.1%
Value ($000) $109 Shares 1,601 Est. Cost $57.74 Unrealized
MO Altria Group, Inc. 0.1%
Value ($000) $106 Shares 1,846 Est. Cost $35.29 Unrealized -15.8%
NRG NRG Energy, Inc. 0.1%
Value ($000) $106 Shares 2,493 Est. Cost $28.44 Unrealized +21.1%
RH RH 0.1%
Value ($000) $103 Shares 1,000 Est. Cost $136.17 Unrealized 0.0%
TXT Textron, Inc. 0.1%
Value ($000) $101 Shares 2,000 Est. Cost $59.77 Unrealized -14.5%
CAT Caterpillar Inc. 0.1%
Value ($000) $100 Shares 740 Est. Cost $118.60 Unrealized -3.4%
AMAT Applied Materials 0.0%
Value ($000) $97 Shares 2,450 Est. Cost $35.66 Unrealized -0.9%
TBI TrueBlue, Inc. 0.0%
Value ($000) $95 Shares 4,000 Est. Cost $24.92 Unrealized -6.3%
IWM iShares Russell 1000 Index ETF 0.0%
Value ($000) $95 Shares 616 Est. Cost $142.20 Unrealized
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $91 Shares 1,125 Est. Cost $80.89 Unrealized
QCOM QUALCOMM, Inc. 0.0%
Value ($000) $90 Shares 1,571 Est. Cost $52.49 Unrealized -12.9%
PIMCO Strategic Income Fund, Inc. 0.0%
Value ($000) $90 Shares 8,582 Est. Cost $9.67 Unrealized
WYNN Wynn Resorts, LTD 0.0%
Value ($000) $89 Shares 750 Est. Cost $132.81 Unrealized -15.8%
IGIB iShares Intermed.-Term Corporate Bond ETF 0.0%
Value ($000) $88 Shares 1,600 Est. Cost $80.94 Unrealized
APPS Digital Turbine, Inc. 0.0%
Value ($000) $88 Shares 25,000 Est. Cost $2.75 Unrealized 0.0%
CRL Charles River Laboratories International 0.0%
Value ($000) $87 Shares 600 Est. Cost $75.95 Unrealized +73.0%
SEIC SEI Investments Co. 0.0%
Value ($000) $86 Shares 1,651 Est. Cost $56.20 Unrealized -18.6%
ADM Archer Daniels Midland Co. 0.0%
Value ($000) $86 Shares 2,000 Est. Cost $34.90 Unrealized 0.0%
IGSB iShares Short Term Corporate Bond ETF 0.0%
Value ($000) $85 Shares 1,616 Est. Cost $91.62 Unrealized
BOTZ Global X Robotics & A.I. ETF 0.0%
Value ($000) $84 Shares 4,200 Est. Cost $16.67 Unrealized
ZBH Zimmer Biomet Holdings, Inc. 0.0%
Value ($000) $83 Shares 650 Est. Cost $101.37 Unrealized +6.0%
UNH UnitedHealth Group Inc. 0.0%
Value ($000) $83 Shares 337 Est. Cost $180.74 Unrealized +25.9%
LQD iShares GS InvesTop Corporate Bond ETF 0.0%
Value ($000) $82 Shares 690 Est. Cost $115.94 Unrealized
APD Air Products & Chemicals, Inc. 0.0%
Value ($000) $81 Shares 425 Est. Cost $111.62 Unrealized +30.5%
ORLY OReilly Automotive, Inc. 0.0%
Value ($000) $78 Shares 200 Est. Cost $17.41 Unrealized +39.0%
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $78 Shares 1,820 Est. Cost $38.58 Unrealized
AMD Advanced Micro Devices 0.0%
Value ($000) $77 Shares 3,000 Est. Cost $13.39 Unrealized +69.5%
AOA iShares Barclays Aggregate Bond ETF 0.0%
Value ($000) $75 Shares 690 Est. Cost $107.50 Unrealized
EMLP First Trust N.A. Energy Infrastructure ETF 0.0%
Value ($000) $74 Shares 3,000 Est. Cost $22.61 Unrealized
Reaves Utility Income Fund 0.0%
Value ($000) $74 Shares 2,195 Est. Cost $30.24 Unrealized
MDT Medtronic plc 0.0%
Value ($000) $73 Shares 800 Est. Cost $62.35 Unrealized +19.2%
SUB iShares Short Term National Muni Bond ETF 0.0%
Value ($000) $72 Shares 681 Est. Cost $104.26 Unrealized
ROBO Robo Global Robotics & Automation ETF 0.0%
Value ($000) $72 Shares 1,865 Est. Cost $41.21 Unrealized
JEF Jefferies Financial Group, Inc. 0.0%
Value ($000) $71 Shares 3,782 Est. Cost $16.62 Unrealized -14.2%
Meridian Bank 0.0%
Value ($000) $70 Shares 3,870 Est. Cost $17.42 Unrealized
CORT Corcept Therapeutics, Inc. 0.0%
Value ($000) $70 Shares 6,000 Est. Cost $16.57 Unrealized -25.0%
ACN Accenture Ltd. 0.0%
Value ($000) $68 Shares 389 Est. Cost $123.34 Unrealized +15.3%
Spark Therapeutics XXX Submit. for Tender 0.0%
Value ($000) $68 Shares 600 Est. Cost $113.33 Unrealized
IWP iShares Russell Mid-Cap Growth ETF 0.0%
Value ($000) $67 Shares 491 Est. Cost $103.53 Unrealized
Royal Dutch Shell plc A 0.0%
Value ($000) $65 Shares 1,040 Est. Cost $54.73 Unrealized
NOC Northrop Grumman Corp. 0.0%
Value ($000) $64 Shares 236 Est. Cost $209.32 Unrealized +16.4%
CRM salesforce.com, inc. 0.0%
Value ($000) $63 Shares 400 Est. Cost $135.90 Unrealized +12.7%
KEY KeyCorp 0.0%
Value ($000) $63 Shares 4,000 Est. Cost $12.23 Unrealized -2.1%
FIVE Five Below, Inc. 0.0%
Value ($000) $62 Shares 500 Est. Cost $67.37 Unrealized +79.7%
BDX Becton, Dickinson and Co. 0.0%
Value ($000) $62 Shares 250 Est. Cost $145.36 Unrealized +46.4%
Proofpoint, Inc. 0.0%
Value ($000) $61 Shares 500 Est. Cost $106.00 Unrealized
SRPT Sarepta Therapeutics, Inc. 0.0%
Value ($000) $60 Shares 500 Est. Cost $136.70 Unrealized -6.0%
CTSH Cognizant Technology Solutions Corp. 0.0%
Value ($000) $58 Shares 800 Est. Cost $47.45 Unrealized +33.2%
TWLO Twilio, Inc. 0.0%
Value ($000) $58 Shares 450 Est. Cost $30.45 Unrealized +269.9%
LVHD Legg Mason Low Volatility High Div. ETF 0.0%
Value ($000) $57 Shares 1,800 Est. Cost $29.44 Unrealized
HSY The Hershey Co. 0.0%
Value ($000) $57 Shares 500 Est. Cost $84.07 Unrealized +10.4%
SCHX Schwab U.S. Large Cap ETF 0.0%
Value ($000) $56 Shares 832 Est. Cost $61.78 Unrealized
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $55 Shares 637 Est. Cost $80.59 Unrealized
NCLH Norwegian Cruise Lines Holdings, Ltd. 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $48.47 Unrealized +6.4%
Diebold Nixdorf, Inc. 0.0%
Value ($000) $55 Shares 5,000 Est. Cost $11.00 Unrealized
PETS PetMed Express, Inc. 0.0%
Value ($000) $54 Shares 2,350 Est. Cost $38.84 Unrealized -42.0%
FR First Industrial Realty Trust, Inc. 0.0%
Value ($000) $53 Shares 1,500 Est. Cost $28.00 Unrealized
TD Toronto Dominion Bank 0.0%
Value ($000) $53 Shares 978 Est. Cost $53.57 Unrealized +3.2%
GreenSky, Inc. 0.0%
Value ($000) $52 Shares 4,000 Est. Cost $11.25 Unrealized
GILD Gilead Sciences, Inc. 0.0%
Value ($000) $52 Shares 800 Est. Cost $50.30 Unrealized +1.1%
PIMCO Dynamic Credit & Mortg. Income Fund 0.0%
Value ($000) $50 Shares 2,150 Est. Cost $20.93 Unrealized
CHTR Charter Communications, Inc. 0.0%
Value ($000) $50 Shares 143 Est. Cost $271.63 Unrealized +21.3%
Nuveen High Inc. Dec 2019 Target Term Fund 0.0%
Value ($000) $49 Shares 5,000 Est. Cost $10.20 Unrealized
IBM IBM 0.0%
Value ($000) $48 Shares 337 Est. Cost $111.07 Unrealized -14.8%
BIIB Biogen, Inc. 0.0%
Value ($000) $47 Shares 200 Est. Cost $296.43 Unrealized +6.2%
MA MasterCard, Inc. 0.0%
Value ($000) $47 Shares 200 Est. Cost $142.19 Unrealized +45.7%
Red Hat, Inc. 0.0%
Value ($000) $46 Shares 250 Est. Cost $148.00 Unrealized
PUMP ProPetro Holding Corp. 0.0%
Value ($000) $45 Shares 2,000 Est. Cost $17.90 Unrealized 0.0%
FITB Fifth Third Bancorp 0.0%
Value ($000) $45 Shares 1,800 Est. Cost $17.64 Unrealized +15.0%
PFIS Peoples Financial Services Corp. 0.0%
Value ($000) $45 Shares 1,004 Est. Cost $33.45 Unrealized +0.4%
Tellurian, Inc. 0.0%
Value ($000) $45 Shares 4,000 Est. Cost $11.25 Unrealized
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $45 Shares 526 Est. Cost $81.75 Unrealized
AFL AFLAC Inc. 0.0%
Value ($000) $45 Shares 900 Est. Cost $28.46 Unrealized +44.0%
NEE NextEra Energy, Inc. 0.0%
Value ($000) $44 Shares 227 Est. Cost $28.92 Unrealized +33.4%
MET MetLife, Inc. 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $36.68 Unrealized -4.5%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $43 Shares 702 Est. Cost $64.10 Unrealized
PNC PNC Financial Services Group, Inc. 0.0%
Value ($000) $42 Shares 343 Est. Cost $118.19 Unrealized -18.1%
Vivus, Inc. 0.0%
Value ($000) $42 Shares 10,000 Est. Cost $4.20 Unrealized
DoubleLine Income Solutions Fund 0.0%
Value ($000) $42 Shares 2,100 Est. Cost $17.14 Unrealized
O Realty Income Corp. 0.0%
Value ($000) $41 Shares 560 Est. Cost $38.67 Unrealized +23.0%
RIO Rio Tinto plc 0.0%
Value ($000) $41 Shares 700 Est. Cost $42.86 Unrealized
Unilever N.V. 0.0%
Value ($000) $41 Shares 700 Est. Cost $42.51 Unrealized
UGI UGI Corporation 0.0%
Value ($000) $40 Shares 720 Est. Cost $53.89 Unrealized +1.5%
Royal Dutch Shell plc B 0.0%
Value ($000) $40 Shares 631 Est. Cost $55.47 Unrealized
OXY Occidental Petroleum Corp. 0.0%
Value ($000) $40 Shares 600 Est. Cost $66.34 Unrealized -14.9%
Axcelis Technologies 0.0%
Value ($000) $40 Shares 2,000 Est. Cost $21.12 Unrealized
General Electric 0.0%
Value ($000) $40 Shares 3,973 Est. Cost $27.24 Unrealized
WFC Wells Fargo & Company 0.0%
Value ($000) $40 Shares 836 Est. Cost $39.89 Unrealized +2.2%
PWR Quanta Services, Inc. 0.0%
Value ($000) $40 Shares 1,058 Est. Cost $35.82 Unrealized -4.3%
CBRE Clarion Glob. Real Estate Income Fund 0.0%
Value ($000) $39 Shares 5,200 Est. Cost $6.15 Unrealized
DBEF Deutsche MSCI EAFE Hedged Equity ETF 0.0%
Value ($000) $38 Shares 1,232 Est. Cost $30.03 Unrealized
IWS iShares Russell Mid-Cap Value ETF 0.0%
Value ($000) $38 Shares 434 Est. Cost $82.95 Unrealized
CoreLogic, Inc. 0.0%
Value ($000) $37 Shares 986 Est. Cost $36.51 Unrealized
DLR Digital Realty Trust, Inc. 0.0%
Value ($000) $36 Shares 303 Est. Cost $77.24 Unrealized +13.6%
LAM Research Corp. 0.0%
Value ($000) $36 Shares 203 Est. Cost $205.00 Unrealized
HYG iShares iBoxx High Yield Corp. Bond ETF 0.0%
Value ($000) $35 Shares 400 Est. Cost $87.50 Unrealized
BSV Vanguard Short Term Bond ETF 0.0%
Value ($000) $35 Shares 444 Est. Cost $77.14 Unrealized
TJX TJX Companies, Inc. 0.0%
Value ($000) $35 Shares 660 Est. Cost $42.67 Unrealized +6.6%
FTDR Frontdoor, Inc. 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $29.60 Unrealized +3.2%
FIBK First Interstate BancSystem, Inc. 0.0%
Value ($000) $33 Shares 816 Est. Cost $23.52 Unrealized +16.7%
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $33 Shares 1,150 Est. Cost $32.87 Unrealized
CTRA Cabot Oil & Gas Corp. 0.0%
Value ($000) $33 Shares 1,280 Est. Cost $17.21 Unrealized +8.4%
XLV Health Care Select Sector SPDR ETF 0.0%
Value ($000) $32 Shares 349 Est. Cost $77.69 Unrealized
Canopy Growth Corp. 0.0%
Value ($000) $32 Shares 747 Est. Cost $38.06 Unrealized
GW Pharmaceuticals 0.0%
Value ($000) $32 Shares 190 Est. Cost $124.73 Unrealized
EPP iShares MSCI Pacific ex-Japan ETF 0.0%
Value ($000) $32 Shares 700 Est. Cost $40.00 Unrealized
Equity Midstream Partners, L.P. 0.0%
Value ($000) $32 Shares 694 Est. Cost $53.31 Unrealized
Raytheon Co. 0.0%
Value ($000) $32 Shares 174 Est. Cost $156.20 Unrealized
CL Colgate Palmolive Company 0.0%
Value ($000) $31 Shares 451 Est. Cost $55.37 Unrealized -0.7%
BKNG Bookings Holdings, Inc. 0.0%
Value ($000) $31 Shares 18 Est. Cost $1935.67 Unrealized -9.3%
Laboratory Corp. of America Holdings 0.0%
Value ($000) $31 Shares 200 Est. Cost $130.00 Unrealized
QURE uniQure N.V. 0.0%
Value ($000) $30 Shares 500 Est. Cost $32.02 Unrealized +39.5%
YUM Yum Brands, Inc. 0.0%
Value ($000) $30 Shares 304 Est. Cost $55.22 Unrealized +51.1%
ICUI ICU Medical, Inc. 0.0%
Value ($000) $30 Shares 125 Est. Cost $144.73 Unrealized +65.7%
VTV Vanguard Value ETF 0.0%
Value ($000) $30 Shares 277 Est. Cost $93.86 Unrealized
Cypress Semiconductor 0.0%
Value ($000) $30 Shares 2,000 Est. Cost $15.00 Unrealized
EMN Eastman Chemical Co. 0.0%
Value ($000) $30 Shares 400 Est. Cost $53.34 Unrealized +16.4%
ABIOMED, Inc. 0.0%
Value ($000) $29 Shares 100 Est. Cost $293.00 Unrealized
NOK Nokia Corp. 0.0%
Value ($000) $29 Shares 5,000 Est. Cost $5.80 Unrealized
CME CME Group, Inc. 0.0%
Value ($000) $29 Shares 174 Est. Cost $126.93 Unrealized +8.7%
RWX SPDR Dow Jones Intl Real Estate ETF 0.0%
Value ($000) $28 Shares 705 Est. Cost $38.30 Unrealized
2U Inc. 0.0%
Value ($000) $28 Shares 400 Est. Cost $30.00 Unrealized
Delta Air Lines, Inc. 0.0%
Value ($000) $27 Shares 517 Est. Cost $58.03 Unrealized
Vector Group Ltd. 0.0%
Value ($000) $27 Shares 2,508 Est. Cost $21.95 Unrealized
FNCB Bancorp, Inc. 0.0%
Value ($000) $27 Shares 3,554 Est. Cost $6.00 Unrealized
SO The Southern Company 0.0%
Value ($000) $26 Shares 500 Est. Cost $33.62 Unrealized +11.3%
VanEck Vectors Oil Services ETF 0.0%
Value ($000) $26 Shares 1,500 Est. Cost $24.00 Unrealized
AR Antero Resources Corp. 0.0%
Value ($000) $26 Shares 3,000 Est. Cost $17.84 Unrealized -47.0%
ELAN Elanco Animal Health Inc. 0.0%
Value ($000) $25 Shares 767 Est. Cost $30.77 Unrealized 0.0%
Altaba, Inc. 0.0%
Value ($000) $25 Shares 333 Est. Cost $54.55 Unrealized
KR The Kroger Co. 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $23.61 Unrealized 0.0%
IJJ iShares S&P MidCap 400 Value Index ETF 0.0%
Value ($000) $24 Shares 154 Est. Cost $162.34 Unrealized
IJK iShares S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $24 Shares 110 Est. Cost $225.00 Unrealized
Nabriva Therapeutics plc 0.0%
Value ($000) $24 Shares 10,000 Est. Cost $1.40 Unrealized
IJT iShares S&P SmallCap 600 Growth Index ETF 0.0%
Value ($000) $24 Shares 134 Est. Cost $152.33 Unrealized
VBR Vanguard Small Cap Value ETF 0.0%
Value ($000) $23 Shares 182 Est. Cost $120.88 Unrealized
SCHM Schwab U.S. Mid-Cap ETF 0.0%
Value ($000) $23 Shares 414 Est. Cost $54.77 Unrealized
Goldcorp, Inc. 0.0%
Value ($000) $23 Shares 2,000 Est. Cost $14.00 Unrealized
Fluor Corp. 0.0%
Value ($000) $23 Shares 616 Est. Cost $36.86 Unrealized
QRVO Qorvo, Inc. 0.0%
Value ($000) $22 Shares 300 Est. Cost $80.09 Unrealized -17.3%
QDF FlexShares Quality Dividend ETF 0.0%
Value ($000) $22 Shares 500 Est. Cost $41.16 Unrealized
IWR iShares Russell MidCap Index ETF 0.0%
Value ($000) $22 Shares 400 Est. Cost $78.98 Unrealized
SWKS Skyworks Solutions, Inc. 0.0%
Value ($000) $21 Shares 250 Est. Cost $63.42 Unrealized +3.5%
BIP Brookfield Infrastructure Partners, L.P. 0.0%
Value ($000) $21 Shares 500 Est. Cost $40.00 Unrealized
HAL Halliburton Company 0.0%
Value ($000) $21 Shares 700 Est. Cost $42.22 Unrealized -37.8%
CPT Camden Property Trust 0.0%
Value ($000) $20 Shares 200 Est. Cost $58.23 Unrealized +30.6%
IJS iShares S&P SmallCap 600 Value Index ETF 0.0%
Value ($000) $20 Shares 135 Est. Cost $140.00 Unrealized
Nektar Therapeutics 0.0%
Value ($000) $20 Shares 600 Est. Cost $49.72 Unrealized
ROST Ross Stores, Inc. 0.0%
Value ($000) $20 Shares 219 Est. Cost $80.40 Unrealized +6.6%
BCPC Balchem Corp. 0.0%
Value ($000) $19 Shares 200 Est. Cost $74.87 Unrealized +11.1%
HST Host Hotels & Resorts, Inc. 0.0%
Value ($000) $19 Shares 1,022 Est. Cost $11.86 Unrealized +20.6%
PEG Public Service Enterprise Group, Inc. 0.0%
Value ($000) $18 Shares 300 Est. Cost $30.85 Unrealized +43.6%
Invesco BRIC ETF 0.0%
Value ($000) $18 Shares 500 Est. Cost $28.00 Unrealized
F Ford Motor Co. 0.0%
Value ($000) $18 Shares 2,099 Est. Cost $7.25 Unrealized -16.2%
FedEx Corp. 0.0%
Value ($000) $18 Shares 100 Est. Cost $180.00 Unrealized
WU The Western Union Company 0.0%
Value ($000) $18 Shares 948 Est. Cost $22.15 Unrealized
VTI Vanguard Total Stock ETF 0.0%
Value ($000) $18 Shares 125 Est. Cost $118.11 Unrealized
VDE Vanguard Energy ETF 0.0%
Value ($000) $18 Shares 200 Est. Cost $105.00 Unrealized
Duke Energy Corporation 0.0%
Value ($000) $17 Shares 185 Est. Cost $77.58 Unrealized
VNM VanEck Vectors Vietnam ETF 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $18.00 Unrealized
Carnival Corporation 0.0%
Value ($000) $17 Shares 337 Est. Cost $61.75 Unrealized
MGA Magna International, Inc. 0.0%
Value ($000) $16 Shares 334 Est. Cost $44.46 Unrealized -9.0%
USAC USA Compression Partners, L.P. 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $17.00 Unrealized
MPC Marathon Petroleum Corp. 0.0%
Value ($000) $16 Shares 262 Est. Cost $47.72 Unrealized +5.7%
Dollar General Corporation 0.0%
Value ($000) $16 Shares 132 Est. Cost $75.76 Unrealized
TEVA Teva Pharmaceutical Industries Ltd. 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $36.21 Unrealized
VanEck Vectors High Yield Muni. Index ETF 0.0%
Value ($000) $16 Shares 250 Est. Cost $29.53 Unrealized
FFIV F5 Networks, Inc. 0.0%
Value ($000) $16 Shares 100 Est. Cost $135.48 Unrealized +18.8%
IP International Paper 0.0%
Value ($000) $15 Shares 314 Est. Cost $35.58 Unrealized -10.7%
FDUS Fidus Investment Corp. 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $5.75 Unrealized +14.4%
HCP, Inc. 0.0%
Value ($000) $14 Shares 432 Est. Cost $29.90 Unrealized
TTWO Take-Two Interactive Software, Inc. 0.0%
Value ($000) $14 Shares 150 Est. Cost $109.19 Unrealized -11.2%
TDOC Teladoc, Inc. 0.0%
Value ($000) $14 Shares 250 Est. Cost $16.98 Unrealized +259.5%
V W.P. Carey, Inc. 0.0%
Value ($000) $14 Shares 177 Est. Cost $80.41 Unrealized +70.8%
SCHF Schwab International Equity ETF 0.0%
Value ($000) $13 Shares 404 Est. Cost $32.40 Unrealized
ALRM Alarm.com Holdings, Inc. 0.0%
Value ($000) $13 Shares 200 Est. Cost $29.03 Unrealized +109.0%
Abraxas Petroleum Corp. 0.0%
Value ($000) $13 Shares 10,000 Est. Cost $1.30 Unrealized
XLF Financial Sector SPDR ETF 0.0%
Value ($000) $13 Shares 506 Est. Cost $24.19 Unrealized
Linde AG 0.0%
Value ($000) $13 Shares 75 Est. Cost $146.67 Unrealized
GPC Genuine Parts Company 0.0%
Value ($000) $13 Shares 118 Est. Cost $79.16 Unrealized +7.1%
HRL Hormel Foods Corp. 0.0%
Value ($000) $12 Shares 265 Est. Cost $31.58 Unrealized +12.9%
CGEN Compugen, Ltd. 0.0%
Value ($000) $12 Shares 3,000 Est. Cost $3.41 Unrealized +0.6%
Allergan plc 0.0%
Value ($000) $12 Shares 81 Est. Cost $211.20 Unrealized
Curis, Inc. 0.0%
Value ($000) $12 Shares 6,000 Est. Cost $0.89 Unrealized
MITK Mitek Systems, Inc. 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $9.77 Unrealized +14.8%
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $11 Shares 442 Est. Cost $24.89 Unrealized
ABUS Arbutus Biopharma Corp. 0.0%
Value ($000) $11 Shares 3,000 Est. Cost $3.84 Unrealized 0.0%
ORMP Oramed Pharmaceuticals, Inc. 0.0%
Value ($000) $11 Shares 3,150 Est. Cost $6.07 Unrealized -49.2%
LTC LTC Properties, Inc. 0.0%
Value ($000) $11 Shares 230 Est. Cost $52.17 Unrealized
CHRW C.H. Robinson Worldwide, Inc. 0.0%
Value ($000) $11 Shares 125 Est. Cost $78.65 Unrealized -5.3%
ACWX iShares MSCI ACWI Index ETF 0.0%
Value ($000) $11 Shares 159 Est. Cost $56.60 Unrealized
JPMorgan Alerian MLP ETF 0.0%
Value ($000) $11 Shares 445 Est. Cost $29.21 Unrealized
EIS iShares MSCI Israel Capped ETF 0.0%
Value ($000) $11 Shares 200 Est. Cost $45.00 Unrealized
FAST Fastenal Company 0.0%
Value ($000) $10 Shares 150 Est. Cost $8.65 Unrealized +46.1%
Walgreens Boots Alliance, Inc. 0.0%
Value ($000) $10 Shares 160 Est. Cost $81.25 Unrealized
ALK Alaska Air Group, Inc. 0.0%
Value ($000) $10 Shares 177 Est. Cost $62.60 Unrealized -4.9%
STPZ PIMCO 1 5 Year U.S. TIPS ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $52.46 Unrealized
PYPL PayPal Holdings, Inc. 0.0%
Value ($000) $10 Shares 98 Est. Cost $87.86 Unrealized +7.5%
CenturyLink, Inc. 0.0%
Value ($000) $10 Shares 822 Est. Cost $14.27 Unrealized
India Fund, Inc. 0.0%
Value ($000) $10 Shares 445 Est. Cost $22.47 Unrealized
HRB H&R Block, Inc. 0.0%
Value ($000) $10 Shares 400 Est. Cost $18.78 Unrealized -0.1%
CE Celanese Corp. 0.0%
Value ($000) $10 Shares 104 Est. Cost $97.43 Unrealized -11.5%
CERS Cerus Corp. 0.0%
Value ($000) $9 Shares 1,500 Est. Cost $6.11 Unrealized -0.7%
Celgene Corp. 0.0%
Value ($000) $9 Shares 92 Est. Cost $97.02 Unrealized
Independent Bank Group, Inc. 0.0%
Value ($000) $9 Shares 166 Est. Cost $54.22 Unrealized
XAR SPDR S&P Aerospace & Defense ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $100.00 Unrealized
MDXG MiMedx Group, Inc. 0.0%
Value ($000) $8 Shares 2,200 Est. Cost $8.98 Unrealized -68.1%
NWBI Northwest Bancshares, Inc. 0.0%
Value ($000) $8 Shares 450 Est. Cost $10.15 Unrealized +13.6%
SLB Schlumberger Ltd. 0.0%
Value ($000) $8 Shares 182 Est. Cost $51.76 Unrealized -31.0%
LARK Landmark Bancorp, Inc. 0.0%
Value ($000) $8 Shares 500 Est. Cost $20.15 Unrealized -8.0%
LPX Louisiana Pacific Corp. 0.0%
Value ($000) $8 Shares 320 Est. Cost $22.67 Unrealized +7.7%
Chubb Corporation 0.0%
Value ($000) $7 Shares 52 Est. Cost $125.00 Unrealized
BlueStar TA BIGITech Israel Tech. ETF 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.00 Unrealized
LVS Las Vegas Sands Corp. 0.0%
Value ($000) $7 Shares 115 Est. Cost $47.55 Unrealized +10.4%
ShockWave Medical, Inc. 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.00 Unrealized
XLE Energy Sector SPDR ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $75.00 Unrealized
Weight Watchers International, Inc. 0.0%
Value ($000) $7 Shares 350 Est. Cost $28.57 Unrealized
RLI RLI Corp. 0.0%
Value ($000) $7 Shares 103 Est. Cost $25.67 Unrealized +7.2%
EXEL Exelixis, Inc. 0.0%
Value ($000) $7 Shares 300 Est. Cost $27.64 Unrealized -17.5%
DE Deere & Company 0.0%
Value ($000) $6 Shares 36 Est. Cost $128.61 Unrealized +12.4%
UNP Union Pacific Corporation 0.0%
Value ($000) $6 Shares 33 Est. Cost $122.84 Unrealized +12.4%
SNA Snap, Inc. 0.0%
Value ($000) $6 Shares 525 Est. Cost $136.12 Unrealized -2.6%
DASAN Zhone Solutions, Inc. 0.0%
Value ($000) $5 Shares 500 Est. Cost $6.00 Unrealized
TXN Texas Instruments, Inc. 0.0%
Value ($000) $5 Shares 48 Est. Cost $89.53 Unrealized -4.6%
NYMXF Nymox Pharmaceutical Corp. 0.0%
Value ($000) $5 Shares 2,500 Est. Cost $3.47 Unrealized -38.8%
HIG Hartford Financial Svcs. 0.0%
Value ($000) $5 Shares 100 Est. Cost $41.04 Unrealized -0.7%
HIMX Himax Technologies, Inc. 0.0%
Value ($000) $5 Shares 1,500 Est. Cost $6.00 Unrealized
KHC Kraft Heinz Company 0.0%
Value ($000) $4 Shares 133 Est. Cost $58.70 Unrealized -50.4%
VGK Vanguard MSCI Europe ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $48.70 Unrealized
SecureWorks Corp. 0.0%
Value ($000) $3 Shares 150 Est. Cost $13.33 Unrealized
TDC Teradata Corp. 0.0%
Value ($000) $3 Shares 75 Est. Cost $30.31 Unrealized +48.2%
VPG Vishay Precision Group, Inc. 0.0%
Value ($000) $3 Shares 85 Est. Cost $33.93 Unrealized -1.5%
United States Oil ETF 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.00 Unrealized
UAA Under Armour, Inc. Class A 0.0%
Value ($000) $3 Shares 150 Est. Cost $31.52 Unrealized -33.5%
BANC Banc of California, Inc. 0.0%
Value ($000) $3 Shares 237 Est. Cost $13.83 Unrealized -7.2%
CHKP Check Point Software Technologies, Ltd. 0.0%
Value ($000) $3 Shares 20 Est. Cost $113.61 Unrealized +2.3%
Quantum Materials Corp. 0.0%
Value ($000) $3 Shares 71,000 Est. Cost $0.10 Unrealized
WY Weyerhauser Company 0.0%
Value ($000) $3 Shares 100 Est. Cost $24.03 Unrealized -19.7%
EVH Evolent Health, Inc. 0.0%
Value ($000) $3 Shares 200 Est. Cost $19.70 Unrealized -19.6%
FS KKR Capital Corp. 0.0%
Value ($000) $3 Shares 500 Est. Cost $4.00 Unrealized
WDC Western Digital Corp. 0.0%
Value ($000) $2 Shares 47 Est. Cost $40.87 Unrealized -20.8%
Fitbit, Inc. 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.00 Unrealized
SMG The Scotts Miracle Gro Co. 0.0%
Value ($000) $2 Shares 22 Est. Cost $60.29 Unrealized -2.6%
DBX Dropbox, Inc. 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.28 Unrealized 0.0%
Marathon Oil Corp. 0.0%
Value ($000) $2 Shares 144 Est. Cost $17.27 Unrealized
ETFMG Video Game Tech ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
VEU Vanguard FTSE All World ex U.S. ETF 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.67 Unrealized
VYX NCR Corp. 0.0%
Value ($000) $2 Shares 66 Est. Cost $26.39 Unrealized -37.2%
SIRIUS XM Radio, Inc. 0.0%
Value ($000) $2 Shares 430 Est. Cost $5.27 Unrealized
UA Under Armour, Inc. Class C 0.0%
Value ($000) $2 Shares 100 Est. Cost $26.69 Unrealized -29.2%
Dunkin Brands Group, Inc. 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
DarioHealth Corp. 0.0%
Value ($000) $2 Shares 2,800 Est. Cost $3.21 Unrealized
DXCM DexCom, Inc. 0.0%
Value ($000) $2 Shares 20 Est. Cost $24.70 Unrealized +42.3%
EPAM EPAM Systems, Inc. 0.0%
Value ($000) $1 Shares 3 Est. Cost $134.68 Unrealized +11.3%
WAB Wabtec Corp. 0.0%
Value ($000) $1 Shares 19 Est. Cost $69.17 Unrealized 0.0%
Vodafone Group plc 0.0%
Value ($000) $1 Shares 76 Est. Cost $26.32 Unrealized
Aurora Cannabis, Inc. 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
INSYS Therapeutics, Inc. 0.0%
Value ($000) $1 Shares 250 Est. Cost $8.80 Unrealized
TM Toyota Motor Corp. 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
Recro Pharma, Inc. 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
GAP The Gap, Inc. 0.0%
Value ($000) $1 Shares 20 Est. Cost $20.02 Unrealized 0.0%
The McClatchy Company 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
Transocean, Ltd. 0.0%
Value ($000) $1 Shares 165 Est. Cost $12.12 Unrealized
GlaxoSmithKline plc 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
BIDU Baidu, Inc. 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 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 -41.4%
Columbia Energy Group 0.0%
Value ($000) $0 Shares 25 Est. Cost $20.00 Unrealized
Goodrich Petroleum Corp. 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Aphria, Inc. 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
Neuralstem, Inc. 0.0%
Value ($000) $0 Shares 92 Est. Cost Unrealized
TGT Target Corp. 0.0%
Value ($000) $0 Shares 1 Est. Cost $58.46 Unrealized +3.8%
Call - General Elect. - $20 - Exp. 1/17/20 0.0%
Value ($000) $0 Shares 100 Est. Cost $27.24 Unrealized
STWD Starwood Property Trust, Inc. 0.0%
Value ($000) $0 Shares 21 Est. Cost $20.83 Unrealized
NFG National Fuel Gas Co. 0.0%
Value ($000) $0 Shares 2 Est. Cost $51.80 Unrealized +12.1%
United States Steel Corp. 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
Melinta Therapeutics, Inc. 0.0%
Value ($000) $0 Shares 19 Est. Cost $21.05 Unrealized
AVEO Pharmaceuticals, Inc. 0.0%
Value ($000) $0 Shares 65 Est. Cost Unrealized