Sterling Investment Advisors, Ltd. Diversified Active

CIK: 0001701132 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 15, 2019

Total Value ($000): $195,715 (100.0% shares, 0.0% debt)

Holdings (435)

GMED Globus Medical, Inc. 7.3%
Value ($000) $14,197 Shares 277,723 Est. Cost $35.43 Unrealized +34.4%
AAPL Apple, Inc. 6.1%
Value ($000) $11,936 Shares 53,291 Est. Cost $26.63 Unrealized +88.6%
JPST JPMorgan Ultra-Short Income ETF 3.7%
Value ($000) $7,248 Shares 143,738 Est. Cost $50.17 Unrealized
JNJ Johnson & Johnson 3.2%
Value ($000) $6,216 Shares 48,045 Est. Cost $103.79 Unrealized +6.0%
ITOT iShares Core S&P Small-Cap ETF 3.1%
Value ($000) $6,076 Shares 78,058 Est. Cost $97.44 Unrealized
AMZN Amazon.com, Inc. 3.1%
Value ($000) $6,051 Shares 3,486 Est. Cost $51.75 Unrealized +79.2%
VZ Verizon Communications, Inc. 2.5%
Value ($000) $4,973 Shares 82,392 Est. Cost $32.07 Unrealized +26.1%
PFF iShares S&P US Preferred Stock Index ETF 2.3%
Value ($000) $4,571 Shares 121,804 Est. Cost $37.21 Unrealized
Visa, Inc. 2.1%
Value ($000) $4,173 Shares 24,260 Est. Cost $79.80 Unrealized
CWB SPDR Barclays Convertible Securities ETF 2.1%
Value ($000) $4,144 Shares 79,003 Est. Cost $45.85 Unrealized
GOOGL Alphabet, Inc. Class A 2.1%
Value ($000) $4,040 Shares 3,308 Est. Cost $41.04 Unrealized +43.2%
MSFT Microsoft Corp. 1.9%
Value ($000) $3,773 Shares 27,139 Est. Cost $55.00 Unrealized +136.2%
GLD SPDR Gold Shares ETF 1.7%
Value ($000) $3,341 Shares 24,060 Est. Cost $118.85 Unrealized
IJH iShares S&P Mid Cap 400 Index ETF 1.5%
Value ($000) $2,880 Shares 8,667 Est. Cost $290.14 Unrealized
JPM JPMorgan Chase & Co. 1.4%
Value ($000) $2,779 Shares 23,611 Est. Cost $66.45 Unrealized +43.1%
BRK/B Berkshire Hathaway B 1.4%
Value ($000) $2,705 Shares 13,004 Est. Cost $157.49 Unrealized +30.8%
BA The Boeing Co. 1.4%
Value ($000) $2,647 Shares 6,958 Est. Cost $331.39 Unrealized +6.3%
PG The Procter & Gamble Co. 1.4%
Value ($000) $2,643 Shares 21,247 Est. Cost $66.75 Unrealized +51.3%
GDX VanEck Vectors Gold Miners ETF 1.3%
Value ($000) $2,490 Shares 93,220 Est. Cost $22.15 Unrealized
AMGN Amgen, Inc. 1.2%
Value ($000) $2,349 Shares 12,138 Est. Cost $117.49 Unrealized +34.5%
AMT American Tower Corp. 1.1%
Value ($000) $2,111 Shares 9,545 Est. Cost $95.82 Unrealized +91.4%
PPL PPL Corp. 1.1%
Value ($000) $2,108 Shares 66,935 Est. Cost $21.96 Unrealized +4.9%
NKE Nike, Inc. 1.1%
Value ($000) $2,099 Shares 22,348 Est. Cost $48.35 Unrealized +62.9%
XYZ Square, Inc. 1.0%
Value ($000) $2,036 Shares 32,873 Est. Cost $68.90 Unrealized -1.4%
GIS General Mills, Inc. 1.0%
Value ($000) $2,031 Shares 36,854 Est. Cost $34.68 Unrealized +25.1%
FNX First Trust Mid Cap Core AlphaDEX ETF 1.0%
Value ($000) $1,973 Shares 29,207 Est. Cost $57.03 Unrealized
HON Honeywell International, Inc. 1.0%
Value ($000) $1,971 Shares 11,651 Est. Cost $99.29 Unrealized +40.3%
BlackRock, Inc. 1.0%
Value ($000) $1,964 Shares 4,408 Est. Cost $387.10 Unrealized
PEP PepsiCo, Inc. 1.0%
Value ($000) $1,958 Shares 14,282 Est. Cost $80.23 Unrealized +36.3%
CVS CVS Health Corp. 1.0%
Value ($000) $1,945 Shares 30,837 Est. Cost $57.21 Unrealized -15.4%
LOW Lowe's Companies Inc. 1.0%
Value ($000) $1,869 Shares 17,000 Est. Cost $60.55 Unrealized +55.3%
AKAM Akamai Technologies, Inc. 0.9%
Value ($000) $1,855 Shares 20,300 Est. Cost $52.77 Unrealized +64.5%
KKR & Co. 0.9%
Value ($000) $1,823 Shares 67,882 Est. Cost $22.09 Unrealized
PAYX Paychex, Inc. 0.9%
Value ($000) $1,819 Shares 21,983 Est. Cost $47.03 Unrealized +47.0%
Merck & Co., Inc. 0.9%
Value ($000) $1,810 Shares 21,502 Est. Cost $58.93 Unrealized
Aqua America, Inc. 0.9%
Value ($000) $1,805 Shares 40,273 Est. Cost $31.24 Unrealized
WMT Walmart, Inc. 0.9%
Value ($000) $1,800 Shares 15,170 Est. Cost $26.41 Unrealized +30.5%
INTC Intel Corp. 0.9%
Value ($000) $1,682 Shares 32,639 Est. Cost $30.05 Unrealized +43.2%
GOOG Alphabet, Inc. Class C 0.8%
Value ($000) $1,585 Shares 1,300 Est. Cost $38.79 Unrealized +51.4%
PSA Public Storage 0.8%
Value ($000) $1,496 Shares 6,099 Est. Cost $151.15 Unrealized +26.9%
GSBD Goldman Sachs BDC, Inc. 0.8%
Value ($000) $1,482 Shares 73,790 Est. Cost $22.52 Unrealized -11.3%
XOM Exxon Mobil Corp. 0.8%
Value ($000) $1,475 Shares 20,893 Est. Cost $56.22 Unrealized -4.4%
BND Vanguard Total Bond Market ETF 0.8%
Value ($000) $1,474 Shares 17,455 Est. Cost $83.39 Unrealized
The Blackstone Group, Inc. 0.7%
Value ($000) $1,440 Shares 29,485 Est. Cost $29.10 Unrealized
CMI Cummins, Inc. 0.7%
Value ($000) $1,342 Shares 8,250 Est. Cost $119.98 Unrealized +13.5%
MDLZ Mondelez International, Inc. 0.7%
Value ($000) $1,342 Shares 24,259 Est. Cost $35.16 Unrealized +32.8%
SBUX Starbucks Corp. 0.7%
Value ($000) $1,317 Shares 14,898 Est. Cost $47.54 Unrealized +69.6%
PFE Pfizer, Inc. 0.6%
Value ($000) $1,221 Shares 33,986 Est. Cost $28.11 Unrealized -3.9%
COST Costco Wholesale Corp. 0.6%
Value ($000) $1,173 Shares 4,071 Est. Cost $145.23 Unrealized +76.5%
FEX First Trust Large Cap Core AlphaDEX ETF 0.6%
Value ($000) $1,173 Shares 19,260 Est. Cost $49.41 Unrealized
ABT Abbott Laboratories 0.6%
Value ($000) $1,165 Shares 13,928 Est. Cost $33.77 Unrealized +125.3%
ABBV AbbVie, Inc. 0.6%
Value ($000) $1,108 Shares 14,633 Est. Cost $43.25 Unrealized +21.6%
CMCSA Comcast Corp. Class A 0.5%
Value ($000) $1,064 Shares 23,593 Est. Cost $29.13 Unrealized +28.8%
EMR Emerson Electric Co. 0.5%
Value ($000) $1,058 Shares 15,832 Est. Cost $47.85 Unrealized +13.6%
DEO Diageo plc 0.5%
Value ($000) $1,001 Shares 6,120 Est. Cost $104.02 Unrealized
SPDR S&P 500 ETF 0.5%
Value ($000) $1,000 Shares 3,371 Est. Cost $242.42 Unrealized
ALGN Align Technology, Inc. 0.5%
Value ($000) $993 Shares 5,486 Est. Cost $132.50 Unrealized +56.9%
HD The Home Depot, Inc. 0.5%
Value ($000) $899 Shares 3,876 Est. Cost $148.44 Unrealized +26.0%
GLW Corning, Inc. 0.5%
Value ($000) $893 Shares 31,325 Est. Cost $19.85 Unrealized +25.9%
BB&T Corp. 0.4%
Value ($000) $872 Shares 16,341 Est. Cost $50.35 Unrealized
BAX Baxter International, Inc. 0.4%
Value ($000) $862 Shares 9,860 Est. Cost $39.74 Unrealized +90.0%
MUB iShares S&P National Municipal Bond ETF 0.4%
Value ($000) $851 Shares 7,454 Est. Cost $109.57 Unrealized
SHOP Shopify, Inc. 0.4%
Value ($000) $843 Shares 2,705 Est. Cost $15.17 Unrealized +125.8%
Kayne Anderson MLP/Midstream Invest. Co. 0.4%
Value ($000) $808 Shares 55,850 Est. Cost $17.70 Unrealized
Nuveen Intermed. Duration Muni. Term Fund 0.4%
Value ($000) $755 Shares 55,000 Est. Cost $13.07 Unrealized
UPS United Parcel Service, Inc. 0.4%
Value ($000) $750 Shares 6,259 Est. Cost $84.29 Unrealized +5.5%
Eaton Corp. 0.4%
Value ($000) $746 Shares 8,975 Est. Cost $70.24 Unrealized
KO The Coca-Cola Co. 0.4%
Value ($000) $744 Shares 13,673 Est. Cost $31.62 Unrealized +39.0%
MCD McDonald's Corp. 0.4%
Value ($000) $743 Shares 3,459 Est. Cost $94.93 Unrealized +94.6%
SYK Stryker Corp. 0.4%
Value ($000) $719 Shares 3,325 Est. Cost $103.92 Unrealized +92.7%
SPMD SPDR Portfolio Mid Cap ETF 0.4%
Value ($000) $715 Shares 21,100 Est. Cost $32.57 Unrealized
WELL Welltower, Inc. 0.4%
Value ($000) $714 Shares 7,875 Est. Cost $47.58 Unrealized +50.4%
ORCL Oracle Corp. 0.3%
Value ($000) $667 Shares 12,113 Est. Cost $35.52 Unrealized +41.8%
DIS Walt Disney Co. 0.3%
Value ($000) $663 Shares 5,087 Est. Cost $95.86 Unrealized +40.0%
ILMN Illumina, Inc. 0.3%
Value ($000) $659 Shares 2,165 Est. Cost $162.98 Unrealized +80.9%
CSCO Cisco Systems 0.3%
Value ($000) $604 Shares 12,229 Est. Cost $29.66 Unrealized +44.3%
ICF iShares Cohen & Steers Realty Index ETF 0.3%
Value ($000) $564 Shares 4,700 Est. Cost $99.89 Unrealized
GDXJ VanEck Vectors Junior Gold Miners ETF 0.3%
Value ($000) $549 Shares 15,135 Est. Cost $32.15 Unrealized
VNQ Vanguard REIT Index ETF 0.3%
Value ($000) $504 Shares 5,401 Est. Cost $91.82 Unrealized
ADBE Adobe Systems, Inc. 0.2%
Value ($000) $375 Shares 1,357 Est. Cost $148.44 Unrealized +96.7%
D Dominion Resources 0.2%
Value ($000) $374 Shares 4,621 Est. Cost $52.43 Unrealized +11.4%
EFA iShares MSCI EAFE Index ETF 0.2%
Value ($000) $328 Shares 5,032 Est. Cost $67.16 Unrealized
CVX Chevron Corp. 0.2%
Value ($000) $312 Shares 2,631 Est. Cost $80.69 Unrealized +13.4%
iShares Int'l Developed Property ETF 0.2%
Value ($000) $311 Shares 8,077 Est. Cost $33.69 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.2%
Value ($000) $300 Shares 7,462 Est. Cost $37.10 Unrealized
United Technologies 0.2%
Value ($000) $298 Shares 2,183 Est. Cost $112.63 Unrealized
EFAV iShares MSCI EAFE Minimum Volatility ETF 0.2%
Value ($000) $295 Shares 4,025 Est. Cost $73.36 Unrealized
LMT Lockheed Martin Corp. 0.1%
Value ($000) $287 Shares 735 Est. Cost $230.01 Unrealized +37.6%
IYY iShares Dow Jones Select Divid. Index ETF 0.1%
Value ($000) $284 Shares 2,781 Est. Cost $90.64 Unrealized
META Facebook, Inc. 0.1%
Value ($000) $283 Shares 1,591 Est. Cost $148.23 Unrealized +27.3%
DuPont de Nemours, Inc. 0.1%
Value ($000) $281 Shares 3,935 Est. Cost $75.05 Unrealized
ARCC Ares Capital Corp. 0.1%
Value ($000) $279 Shares 14,962 Est. Cost $7.73 Unrealized +30.4%
BABA Alibaba Group Holdings Ltd. 0.1%
Value ($000) $269 Shares 1,608 Est. Cost $154.48 Unrealized
Twitter, Inc. 0.1%
Value ($000) $269 Shares 6,532 Est. Cost $16.90 Unrealized
T AT&T, Inc. 0.1%
Value ($000) $253 Shares 6,689 Est. Cost $15.69 Unrealized +8.3%
TIP iShares Barclays TIPS Bond ETF 0.1%
Value ($000) $252 Shares 2,168 Est. Cost $113.59 Unrealized
Unilever plc 0.1%
Value ($000) $249 Shares 4,150 Est. Cost $51.81 Unrealized
TSLA Tesla Motors, Inc. 0.1%
Value ($000) $234 Shares 973 Est. Cost $14.22 Unrealized +10.1%
WSFS WSFS Financial Corp. 0.1%
Value ($000) $232 Shares 5,270 Est. Cost $40.26 Unrealized +4.5%
NVDA NVIDIA Corp. 0.1%
Value ($000) $218 Shares 1,251 Est. Cost $4.04 Unrealized +3.6%
DSI iShares MSCI KLD 400 Social Index ETF 0.1%
Value ($000) $217 Shares 1,956 Est. Cost $86.73 Unrealized
XPO Logistics, Inc. 0.1%
Value ($000) $215 Shares 3,000 Est. Cost $71.67 Unrealized
Invesco QQQ ETF 0.1%
Value ($000) $211 Shares 1,115 Est. Cost $125.18 Unrealized
3M Company 0.1%
Value ($000) $210 Shares 1,279 Est. Cost $178.97 Unrealized
VCIT Vanguard Interm.-Term Corporate Bond ETF 0.1%
Value ($000) $210 Shares 2,302 Est. Cost $91.08 Unrealized
Invesco KBW High Dividend Yield Fin'l ETF 0.1%
Value ($000) $209 Shares 10,000 Est. Cost $22.44 Unrealized
IGF iShares Global Infrastructure ETF 0.1%
Value ($000) $208 Shares 4,475 Est. Cost $40.85 Unrealized
AMD Advanced Micro Devices 0.1%
Value ($000) $203 Shares 7,000 Est. Cost $23.99 Unrealized +30.7%
VPU Vanguard Utilities ETF 0.1%
Value ($000) $201 Shares 1,401 Est. Cost $107.04 Unrealized
PPG PPG Industries 0.1%
Value ($000) $201 Shares 1,700 Est. Cost $90.59 Unrealized +12.4%
UTHR United Therapeutics Corp. 0.1%
Value ($000) $191 Shares 2,400 Est. Cost $125.70 Unrealized -35.9%
LLY Eli Lilly & Co. 0.1%
Value ($000) $188 Shares 1,680 Est. Cost $64.22 Unrealized +60.0%
FFTY Innovator IBD 50 ETF 0.1%
Value ($000) $187 Shares 5,800 Est. Cost $33.74 Unrealized
VUG Vanguard Growth ETF 0.1%
Value ($000) $182 Shares 1,096 Est. Cost $120.87 Unrealized
EPD Enterprise Products Partners, L.P. 0.1%
Value ($000) $181 Shares 6,343 Est. Cost $27.56 Unrealized
ET Energy Transfer, L.P. 0.1%
Value ($000) $177 Shares 13,503 Est. Cost $13.18 Unrealized
AXP American Express 0.1%
Value ($000) $177 Shares 1,500 Est. Cost $60.98 Unrealized +84.6%
NOC Northrop Grumman Corp. 0.1%
Value ($000) $174 Shares 464 Est. Cost $238.42 Unrealized +33.7%
TE Connectivity, Ltd. 0.1%
Value ($000) $171 Shares 1,834 Est. Cost $95.97 Unrealized
CAT Caterpillar Inc. 0.1%
Value ($000) $170 Shares 1,345 Est. Cost $116.85 Unrealized -4.9%
ETSY Etsy, Inc. 0.1%
Value ($000) $170 Shares 3,000 Est. Cost $60.96 Unrealized -3.5%
VXF Vanguard Extended Market ETF 0.1%
Value ($000) $169 Shares 1,450 Est. Cost $100.00 Unrealized
ITW Illinois Tool Works, Inc. 0.1%
Value ($000) $164 Shares 1,045 Est. Cost $108.15 Unrealized +20.4%
CIGNA Corp. 0.1%
Value ($000) $159 Shares 1,049 Est. Cost $186.64 Unrealized
NFLX Netflix, Inc. 0.1%
Value ($000) $159 Shares 594 Est. Cost $25.61 Unrealized +22.2%
Northern Oil and Gas, Inc. 0.1%
Value ($000) $159 Shares 81,174 Est. Cost $2.67 Unrealized
DOW Dow, Inc. 0.1%
Value ($000) $152 Shares 3,200 Est. Cost $36.37 Unrealized -10.0%
Marvell Technology Group, LTD 0.1%
Value ($000) $150 Shares 6,000 Est. Cost $18.58 Unrealized
ACM AECOM Technology Corp. 0.1%
Value ($000) $150 Shares 4,000 Est. Cost $33.29 Unrealized +4.0%
CORT Corcept Therapeutics, Inc. 0.1%
Value ($000) $141 Shares 10,000 Est. Cost $14.86 Unrealized -17.3%
GS Goldman Sachs Group 0.1%
Value ($000) $137 Shares 662 Est. Cost $178.20 Unrealized +0.8%
ESGD iShares MSCI EAFE ESG Optimized ETF 0.1%
Value ($000) $136 Shares 2,123 Est. Cost $60.21 Unrealized
SPDR Dow Jones Industrial Average ETF 0.1%
Value ($000) $135 Shares 500 Est. Cost $270.00 Unrealized
RSPH Invesco S&P 500 Eq. Weight Health Care ETF 0.1%
Value ($000) $133 Shares 680 Est. Cost $200.66 Unrealized
KMB Kimberly-Clark Corp. 0.1%
Value ($000) $132 Shares 927 Est. Cost $87.68 Unrealized +25.1%
PSX Phillips 66 0.1%
Value ($000) $130 Shares 1,273 Est. Cost $58.66 Unrealized +31.7%
ADP Automatic Data Processing 0.1%
Value ($000) $126 Shares 780 Est. Cost $78.46 Unrealized +83.5%
EXC Exelon Corporation 0.1%
Value ($000) $124 Shares 2,558 Est. Cost $19.41 Unrealized +37.9%
CDW CDW Corp. 0.1%
Value ($000) $123 Shares 1,000 Est. Cost $106.19 Unrealized 0.0%
ADM Archer-Daniels-Midland Co. 0.1%
Value ($000) $123 Shares 3,000 Est. Cost $34.28 Unrealized -3.6%
Bank of America Corp. 0.1%
Value ($000) $122 Shares 4,185 Est. Cost $23.51 Unrealized
BMY Bristol-Myers Squibb Co. 0.1%
Value ($000) $121 Shares 2,391 Est. Cost $40.90 Unrealized -10.1%
IEFA iShares Core MSCI EAFE ETF 0.1%
Value ($000) $119 Shares 1,944 Est. Cost $62.26 Unrealized
SCHB Schwab U.S. Broad Market ETF 0.1%
Value ($000) $114 Shares 1,601 Est. Cost $57.74 Unrealized
Annaly Capital Management, Inc. 0.1%
Value ($000) $111 Shares 12,659 Est. Cost $9.77 Unrealized
FIVN Five9, Inc. 0.1%
Value ($000) $107 Shares 2,000 Est. Cost $56.25 Unrealized 0.0%
LQD iShares GS $ InvesTop Corporate Bond ETF 0.1%
Value ($000) $106 Shares 828 Est. Cost $117.35 Unrealized
AOA iShares Barclays Aggregate Bond ETF 0.1%
Value ($000) $104 Shares 915 Est. Cost $109.02 Unrealized
Qurate Retail Group A 0.1%
Value ($000) $103 Shares 10,000 Est. Cost $10.30 Unrealized
ConocoPhillips 0.1%
Value ($000) $101 Shares 1,768 Est. Cost $69.47 Unrealized
NDAQ Nasdaq, Inc. 0.1%
Value ($000) $99 Shares 1,000 Est. Cost $30.30 Unrealized 0.0%
Cree, Inc. 0.1%
Value ($000) $98 Shares 2,000 Est. Cost $49.00 Unrealized
IWM iShares Russell 1000 Index ETF 0.0%
Value ($000) $96 Shares 616 Est. Cost $142.20 Unrealized
CTVA Corteva, Inc. 0.0%
Value ($000) $95 Shares 3,396 Est. Cost $25.02 Unrealized +6.6%
IGIB iShares Intermed.-Term Corporate Bond ETF 0.0%
Value ($000) $93 Shares 1,600 Est. Cost $80.94 Unrealized
PIMCO Strategic Income Fund, Inc. 0.0%
Value ($000) $92 Shares 9,922 Est. Cost $9.67 Unrealized
REGN Regeneron Pharmaceuticals, Inc. 0.0%
Value ($000) $91 Shares 328 Est. Cost $388.90 Unrealized -24.3%
ZBH Zimmer Biomet Holdings, Inc. 0.0%
Value ($000) $89 Shares 650 Est. Cost $101.37 Unrealized +21.0%
MDT Medtronic plc 0.0%
Value ($000) $87 Shares 800 Est. Cost $62.35 Unrealized +40.4%
IGSB iShares Short-Term Corporate Bond ETF 0.0%
Value ($000) $87 Shares 1,629 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
Lilis Energy, Inc. 0.0%
Value ($000) $83 Shares 250,000 Est. Cost $0.33 Unrealized
Zynerba Pharmaceuticals, Inc. 0.0%
Value ($000) $83 Shares 11,000 Est. Cost $10.79 Unrealized
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $82 Shares 3,950 Est. Cost $36.34 Unrealized
Reaves Utility Income Fund 0.0%
Value ($000) $81 Shares 2,205 Est. Cost $30.24 Unrealized
QCOM QUALCOMM, Inc. 0.0%
Value ($000) $80 Shares 1,055 Est. Cost $52.49 Unrealized +23.8%
ORLY O'Reilly Automotive, Inc. 0.0%
Value ($000) $80 Shares 200 Est. Cost $17.41 Unrealized +48.4%
FireEye, Inc. 0.0%
Value ($000) $79 Shares 5,950 Est. Cost $16.11 Unrealized
Flaherty & Crumrine Dynamic Pfd. & Income Fund 0.0%
Value ($000) $78 Shares 3,000 Est. Cost $26.00 Unrealized
AFL AFLAC Inc. 0.0%
Value ($000) $78 Shares 1,500 Est. Cost $34.71 Unrealized +30.7%
HSY The Hershey Co. 0.0%
Value ($000) $77 Shares 500 Est. Cost $84.07 Unrealized +54.8%
KR The Kroger Co. 0.0%
Value ($000) $77 Shares 3,000 Est. Cost $21.66 Unrealized -6.3%
EMLP First Trust N.A. Energy Infrastructure ETF 0.0%
Value ($000) $77 Shares 3,000 Est. Cost $22.61 Unrealized
ROBO Robo Global Robotics & Automation ETF 0.0%
Value ($000) $76 Shares 1,990 Est. Cost $41.05 Unrealized
CTRA Cabot Oil & Gas Corp. 0.0%
Value ($000) $75 Shares 4,280 Est. Cost $17.37 Unrealized -17.3%
ACN Accenture Ltd. 0.0%
Value ($000) $75 Shares 389 Est. Cost $123.34 Unrealized +43.1%
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $74 Shares 1,820 Est. Cost $38.58 Unrealized
SUB iShares Short-Term National Muni Bond ETF 0.0%
Value ($000) $73 Shares 681 Est. Cost $104.26 Unrealized
UNH UnitedHealth Group Inc. 0.0%
Value ($000) $73 Shares 337 Est. Cost $180.74 Unrealized +20.1%
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $71 Shares 1,449 Est. Cost $51.76 Unrealized
JEF Jefferies Financial Group, Inc. 0.0%
Value ($000) $70 Shares 3,782 Est. Cost $16.62 Unrealized -12.3%
IWP iShares Russell Mid-Cap Growth ETF 0.0%
Value ($000) $69 Shares 491 Est. Cost $103.53 Unrealized
PM Philip Morris International, Inc. 0.0%
Value ($000) $68 Shares 897 Est. Cost $59.77 Unrealized -5.1%
Meridian Bank 0.0%
Value ($000) $68 Shares 3,870 Est. Cost $17.42 Unrealized
MO Altria Group, Inc. 0.0%
Value ($000) $63 Shares 1,546 Est. Cost $35.29 Unrealized -21.8%
BDX Becton, Dickinson and Co. 0.0%
Value ($000) $63 Shares 250 Est. Cost $145.36 Unrealized +53.8%
MOS The Mosaic Company 0.0%
Value ($000) $62 Shares 3,000 Est. Cost $19.29 Unrealized 0.0%
SPOT Spotify Technology S.A. 0.0%
Value ($000) $61 Shares 539 Est. Cost $145.30 Unrealized -2.8%
SEIC SEI Investments Co. 0.0%
Value ($000) $60 Shares 1,007 Est. Cost $56.20 Unrealized -5.4%
LVHD Legg Mason Low Volatility High Div. ETF 0.0%
Value ($000) $60 Shares 1,800 Est. Cost $29.44 Unrealized
FR First Industrial Realty Trust, Inc. 0.0%
Value ($000) $59 Shares 1,500 Est. Cost $28.00 Unrealized
CRM salesforce.com, inc. 0.0%
Value ($000) $59 Shares 400 Est. Cost $135.90 Unrealized +10.5%
SCHX Schwab U.S. Large Cap ETF 0.0%
Value ($000) $59 Shares 832 Est. Cost $61.78 Unrealized
CL Colgate-Palmolive Company 0.0%
Value ($000) $59 Shares 808 Est. Cost $58.53 Unrealized +6.8%
Spark Therapeutics, Inc. 0.0%
Value ($000) $58 Shares 600 Est. Cost $113.33 Unrealized
TD Toronto-Dominion Bank 0.0%
Value ($000) $57 Shares 978 Est. Cost $53.57 Unrealized +6.1%
IJT iShares S&P SmallCap 600 Growth Index ETF 0.0%
Value ($000) $55 Shares 307 Est. Cost $167.44 Unrealized
XLF Financial Select Sector SPDR ETF 0.0%
Value ($000) $55 Shares 1,958 Est. Cost $26.70 Unrealized
MA MasterCard, Inc. 0.0%
Value ($000) $54 Shares 200 Est. Cost $142.19 Unrealized +87.1%
Pennsylvania REIT 0.0%
Value ($000) $54 Shares 9,500 Est. Cost $5.68 Unrealized
PIMCO Dynamic Credit & Mortg. Income Fund 0.0%
Value ($000) $53 Shares 2,150 Est. Cost $20.93 Unrealized
NEE NextEra Energy, Inc. 0.0%
Value ($000) $53 Shares 227 Est. Cost $28.92 Unrealized +59.9%
Royal Dutch Shell plc A 0.0%
Value ($000) $53 Shares 900 Est. Cost $54.73 Unrealized
VXUS Vanguard Total Int'l Stock Index ETF 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $53.00 Unrealized
C Citigroup, Inc. 0.0%
Value ($000) $52 Shares 753 Est. Cost $42.14 Unrealized +28.5%
VCSH Vanguard Short-Term Corp. Bond Index ETF 0.0%
Value ($000) $51 Shares 629 Est. Cost $80.91 Unrealized
IBM IBM 0.0%
Value ($000) $49 Shares 337 Est. Cost $111.07 Unrealized -7.7%
FITB Fifth Third Bancorp 0.0%
Value ($000) $49 Shares 1,800 Est. Cost $17.64 Unrealized +20.5%
Nuveen High Inc. Dec 2019 Target Term Fund 0.0%
Value ($000) $49 Shares 5,000 Est. Cost $10.20 Unrealized
PNC PNC Financial Services Group, Inc. 0.0%
Value ($000) $48 Shares 343 Est. Cost $118.19 Unrealized -8.9%
CTSH Cognizant Technology Solutions Corp. 0.0%
Value ($000) $48 Shares 800 Est. Cost $47.45 Unrealized +21.0%
XLV Health Care Select Sector SPDR ETF 0.0%
Value ($000) $48 Shares 532 Est. Cost $82.65 Unrealized
LAM Research Corp. 0.0%
Value ($000) $48 Shares 206 Est. Cost $205.00 Unrealized
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $47 Shares 526 Est. Cost $81.75 Unrealized
MET MetLife, Inc. 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $36.68 Unrealized +4.9%
CoreLogic, Inc. 0.0%
Value ($000) $46 Shares 986 Est. Cost $36.51 Unrealized
EEMV iShares MSCI Emerg. Mkts. Min. Volat. ETF 0.0%
Value ($000) $46 Shares 800 Est. Cost $61.29 Unrealized
Nuveen Pennsylvania Municipal Value Fund 0.0%
Value ($000) $45 Shares 3,200 Est. Cost $14.06 Unrealized
PFIS Peoples Financial Services Corp. 0.0%
Value ($000) $45 Shares 1,004 Est. Cost $33.45 Unrealized +5.3%
O Realty Income Corp. 0.0%
Value ($000) $44 Shares 570 Est. Cost $38.67 Unrealized +32.6%
WYNN Wynn Resorts, LTD 0.0%
Value ($000) $43 Shares 400 Est. Cost $132.81 Unrealized -14.8%
DoubleLine Income Solutions Fund 0.0%
Value ($000) $42 Shares 2,100 Est. Cost $17.14 Unrealized
Unilever N.V. 0.0%
Value ($000) $42 Shares 700 Est. Cost $42.51 Unrealized
PETS PetMed Express, Inc. 0.0%
Value ($000) $42 Shares 2,350 Est. Cost $38.84 Unrealized -57.5%
CBRE Clarion Glob. Real Estate Income Fund 0.0%
Value ($000) $41 Shares 5,200 Est. Cost $6.15 Unrealized
DBEF Deutsche MSCI EAFE Hedged Equity ETF 0.0%
Value ($000) $40 Shares 1,232 Est. Cost $30.03 Unrealized
PWR Quanta Services, Inc. 0.0%
Value ($000) $40 Shares 1,058 Est. Cost $35.82 Unrealized -0.7%
Nabriva Therapeutics plc 0.0%
Value ($000) $40 Shares 20,000 Est. Cost $1.70 Unrealized
Proofpoint, Inc. 0.0%
Value ($000) $39 Shares 300 Est. Cost $106.00 Unrealized
DLR Digital Realty Trust, Inc. 0.0%
Value ($000) $39 Shares 303 Est. Cost $77.24 Unrealized +26.2%
HYG iShares iBoxx High Yield Corp. Bond ETF 0.0%
Value ($000) $39 Shares 442 Est. Cost $87.57 Unrealized
IWS iShares Russell Mid-Cap Value ETF 0.0%
Value ($000) $39 Shares 434 Est. Cost $82.95 Unrealized
TWLO Twilio, Inc. 0.0%
Value ($000) $38 Shares 350 Est. Cost $30.45 Unrealized +325.8%
Royal Dutch Shell plc B 0.0%
Value ($000) $38 Shares 631 Est. Cost $55.47 Unrealized
Acasti Pharma, Inc. 0.0%
Value ($000) $38 Shares 20,000 Est. Cost $1.90 Unrealized
CME CME Group, Inc. 0.0%
Value ($000) $37 Shares 174 Est. Cost $126.93 Unrealized +29.5%
TJX TJX Companies, Inc. 0.0%
Value ($000) $37 Shares 660 Est. Cost $42.67 Unrealized +17.4%
CHTR Charter Communications, Inc. 0.0%
Value ($000) $37 Shares 89 Est. Cost $271.63 Unrealized +48.6%
MBB iShares MBS ETF 0.0%
Value ($000) $37 Shares 339 Est. Cost $106.19 Unrealized
RIO Rio Tinto plc 0.0%
Value ($000) $36 Shares 700 Est. Cost $42.86 Unrealized
UGI UGI Corporation 0.0%
Value ($000) $36 Shares 720 Est. Cost $53.89 Unrealized -7.3%
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $36 Shares 444 Est. Cost $77.14 Unrealized
BKNG Bookings Holdings, Inc. 0.0%
Value ($000) $35 Shares 18 Est. Cost $1935.67 Unrealized -1.6%
BOOT Boot Barn Holdings, Inc. 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $30.12 Unrealized +10.5%
Axcelis Technologies 0.0%
Value ($000) $34 Shares 2,000 Est. Cost $21.12 Unrealized
Raytheon Co. 0.0%
Value ($000) $34 Shares 174 Est. Cost $156.20 Unrealized
YUM Yum! Brands, Inc. 0.0%
Value ($000) $34 Shares 304 Est. Cost $55.22 Unrealized +83.8%
Laboratory Corp. of America Holdings 0.0%
Value ($000) $34 Shares 200 Est. Cost $130.00 Unrealized
General Electric 0.0%
Value ($000) $34 Shares 3,750 Est. Cost $27.24 Unrealized
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $34 Shares 156 Est. Cost $211.54 Unrealized
FIBK First Interstate BancSystem, Inc. 0.0%
Value ($000) $33 Shares 829 Est. Cost $23.52 Unrealized +16.5%
WFC Wells Fargo & Company 0.0%
Value ($000) $32 Shares 636 Est. Cost $39.89 Unrealized -0.3%
SO The Southern Company 0.0%
Value ($000) $31 Shares 500 Est. Cost $33.62 Unrealized +34.6%
Vector Group Ltd. 0.0%
Value ($000) $31 Shares 2,633 Est. Cost $21.47 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $31 Shares 277 Est. Cost $93.86 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $31 Shares 211 Est. Cost $146.92 Unrealized
EMN Eastman Chemical Co. 0.0%
Value ($000) $30 Shares 400 Est. Cost $53.34 Unrealized +6.8%
Slack Technologies, Inc. 0.0%
Value ($000) $29 Shares 1,240 Est. Cost $32.01 Unrealized
TAN Invesco Solar ETF 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $28.00 Unrealized
VDC Vanguard Consumer Staples ETF 0.0%
Value ($000) $29 Shares 188 Est. Cost $148.94 Unrealized
Extended Stay America, Inc. 0.0%
Value ($000) $29 Shares 2,000 Est. Cost $17.00 Unrealized
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $28 Shares 1,150 Est. Cost $24.35 Unrealized
FNCB Bancorp, Inc. 0.0%
Value ($000) $28 Shares 3,599 Est. Cost $6.00 Unrealized
RWX SPDR Dow Jones Int'l Real Estate ETF 0.0%
Value ($000) $28 Shares 705 Est. Cost $38.30 Unrealized
XLY Consumer Discret. Select Sector SPDR ETF 0.0%
Value ($000) $28 Shares 232 Est. Cost $120.69 Unrealized
GreenSky, Inc. 0.0%
Value ($000) $27 Shares 4,000 Est. Cost $11.25 Unrealized
ABIOMED, Inc. 0.0%
Value ($000) $27 Shares 150 Est. Cost $271.64 Unrealized
LUV Southwest Airlines Co. 0.0%
Value ($000) $26 Shares 482 Est. Cost $48.23 Unrealized 0.0%
BIP Brookfield Infrastructure Partners, L.P. 0.0%
Value ($000) $25 Shares 500 Est. Cost $40.00 Unrealized
ULTA Ulta Beauty, Inc. 0.0%
Value ($000) $25 Shares 100 Est. Cost $306.82 Unrealized 0.0%
NEM Newmont Goldcorp Corp. 0.0%
Value ($000) $25 Shares 656 Est. Cost $27.95 Unrealized +15.9%
IJK iShares S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $25 Shares 110 Est. Cost $225.00 Unrealized
IJJ iShares S&P MidCap 400 Value Index ETF 0.0%
Value ($000) $25 Shares 154 Est. Cost $162.34 Unrealized
ROST Ross Stores, Inc. 0.0%
Value ($000) $24 Shares 219 Est. Cost $80.40 Unrealized +23.2%
SRPT Sarepta Therapeutics, Inc. 0.0%
Value ($000) $23 Shares 300 Est. Cost $136.70 Unrealized -13.6%
SCHM Schwab U.S. Mid-Cap ETF 0.0%
Value ($000) $23 Shares 414 Est. Cost $54.77 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $23 Shares 182 Est. Cost $120.88 Unrealized
QDF FlexShares Quality Dividend ETF 0.0%
Value ($000) $23 Shares 500 Est. Cost $41.16 Unrealized
CATH Global X S&P 500 Catholic Values ETF 0.0%
Value ($000) $22 Shares 600 Est. Cost $35.83 Unrealized
CPT Camden Property Trust 0.0%
Value ($000) $22 Shares 200 Est. Cost $58.23 Unrealized +48.6%
GOOG Call - Alphabet - 1150 - Exp. 6/18/21 0.0%
Value ($000) $22 Shares 1 Est. Cost $38.79 Unrealized +51.4%
QRVO Qorvo, Inc. 0.0%
Value ($000) $22 Shares 300 Est. Cost $80.09 Unrealized -9.3%
WU The Western Union Company 0.0%
Value ($000) $22 Shares 948 Est. Cost $22.15 Unrealized
Curis, Inc. 0.0%
Value ($000) $22 Shares 10,000 Est. Cost $1.36 Unrealized
IWR iShares Russell MidCap Index ETF 0.0%
Value ($000) $22 Shares 400 Est. Cost $78.98 Unrealized
AMAT Applied Materials 0.0%
Value ($000) $22 Shares 450 Est. Cost $35.66 Unrealized +27.1%
Dollar General Corporation 0.0%
Value ($000) $21 Shares 132 Est. Cost $75.76 Unrealized
Delta Air Lines, Inc. 0.0%
Value ($000) $21 Shares 372 Est. Cost $58.03 Unrealized
XLC Communications Select Sector SPDR ETF 0.0%
Value ($000) $21 Shares 415 Est. Cost $48.19 Unrealized
IBB iShares Nasdaq Biotechnology ETF 0.0%
Value ($000) $20 Shares 205 Est. Cost $158.21 Unrealized
BCPC Balchem Corp. 0.0%
Value ($000) $20 Shares 200 Est. Cost $74.87 Unrealized +22.7%
ELAN Elanco Animal Health Inc. 0.0%
Value ($000) $20 Shares 767 Est. Cost $30.77 Unrealized -2.5%
ICUI ICU Medical, Inc. 0.0%
Value ($000) $20 Shares 125 Est. Cost $144.73 Unrealized +37.6%
SWKS Skyworks Solutions, Inc. 0.0%
Value ($000) $20 Shares 250 Est. Cost $63.42 Unrealized +7.9%
IJS iShares S&P SmallCap 600 Value Index ETF 0.0%
Value ($000) $20 Shares 135 Est. Cost $140.00 Unrealized
NRG NRG Energy, Inc. 0.0%
Value ($000) $20 Shares 493 Est. Cost $28.44 Unrealized +5.9%
APH Amphenol Corp. 0.0%
Value ($000) $19 Shares 200 Est. Cost $22.58 Unrealized -4.0%
VTI Vanguard Total Stock ETF 0.0%
Value ($000) $19 Shares 125 Est. Cost $118.11 Unrealized
PEG Public Service Enterprise Group, Inc. 0.0%
Value ($000) $19 Shares 300 Est. Cost $30.85 Unrealized +55.7%
NET Cloudfare, Inc. 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $19.34 Unrealized 0.0%
Soligenix, Inc. 0.0%
Value ($000) $19 Shares 20,000 Est. Cost $0.95 Unrealized
Invesco BRIC ETF 0.0%
Value ($000) $18 Shares 500 Est. Cost $28.00 Unrealized
Duke Energy Corporation 0.0%
Value ($000) $18 Shares 189 Est. Cost $77.86 Unrealized
VanEck Vectors Oil Services ETF 0.0%
Value ($000) $18 Shares 1,500 Est. Cost $24.00 Unrealized
MGA Magna International, Inc. 0.0%
Value ($000) $18 Shares 334 Est. Cost $44.46 Unrealized -8.6%
USAC USA Compression Partners, L.P. 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $17.00 Unrealized
FDN First Trust Dow Jones Internet Index ETF 0.0%
Value ($000) $17 Shares 128 Est. Cost $140.63 Unrealized
Canopy Growth Corp. 0.0%
Value ($000) $17 Shares 747 Est. Cost $38.06 Unrealized
TDOC Teladoc, Inc. 0.0%
Value ($000) $17 Shares 250 Est. Cost $16.98 Unrealized +287.5%
V W.P. Carey, Inc. 0.0%
Value ($000) $16 Shares 181 Est. Cost $82.24 Unrealized +107.1%
BlueStar TA-BIGITech Israel Tech. ETF 0.0%
Value ($000) $16 Shares 400 Est. Cost $35.00 Unrealized
VDE Vanguard Energy ETF 0.0%
Value ($000) $16 Shares 200 Est. Cost $105.00 Unrealized
MPC Marathon Petroleum Corp. 0.0%
Value ($000) $16 Shares 264 Est. Cost $47.72 Unrealized -9.7%
VNM VanEck Vectors Vietnam ETF 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $18.00 Unrealized
VanEck Vectors High-Yield Muni. Index ETF 0.0%
Value ($000) $16 Shares 250 Est. Cost $29.53 Unrealized
Linde AG 0.0%
Value ($000) $15 Shares 75 Est. Cost $146.67 Unrealized
FedEx Corp. 0.0%
Value ($000) $15 Shares 100 Est. Cost $180.00 Unrealized
Sculptor Capital Management, Inc. 0.0%
Value ($000) $15 Shares 750 Est. Cost $20.00 Unrealized
Carnival Corporation 0.0%
Value ($000) $15 Shares 337 Est. Cost $61.75 Unrealized
XLE Energy Select Sector SPDR ETF 0.0%
Value ($000) $14 Shares 237 Est. Cost $68.23 Unrealized
FFIV F5 Networks, Inc. 0.0%
Value ($000) $14 Shares 100 Est. Cost $135.48 Unrealized +2.1%
Nektar Therapeutics 0.0%
Value ($000) $14 Shares 750 Est. Cost $43.51 Unrealized
Allergan plc 0.0%
Value ($000) $14 Shares 81 Est. Cost $211.20 Unrealized
MU Micron Technology, Inc. 0.0%
Value ($000) $13 Shares 300 Est. Cost $45.04 Unrealized -2.0%
CE Celanese Corp. 0.0%
Value ($000) $13 Shares 104 Est. Cost $97.43 Unrealized +2.6%
IP International Paper 0.0%
Value ($000) $13 Shares 322 Est. Cost $35.45 Unrealized -17.2%
Weight Watchers International, Inc. 0.0%
Value ($000) $13 Shares 350 Est. Cost $28.57 Unrealized
SFIX Stitch Fix, Inc. 0.0%
Value ($000) $13 Shares 700 Est. Cost $23.22 Unrealized 0.0%
SCHF Schwab International Equity ETF 0.0%
Value ($000) $13 Shares 404 Est. Cost $32.40 Unrealized
CERS Cerus Corp. 0.0%
Value ($000) $13 Shares 2,500 Est. Cost $5.81 Unrealized -7.8%
XLRE Real Estate Select Sector SPDR ETF 0.0%
Value ($000) $12 Shares 294 Est. Cost $37.41 Unrealized
ACWX iShares MSCI ACWI Index ETF 0.0%
Value ($000) $12 Shares 159 Est. Cost $56.60 Unrealized
HRL Hormel Foods Corp. 0.0%
Value ($000) $12 Shares 268 Est. Cost $31.58 Unrealized +11.8%
LTC LTC Properties, Inc. 0.0%
Value ($000) $12 Shares 230 Est. Cost $52.17 Unrealized
GPC Genuine Parts Company 0.0%
Value ($000) $12 Shares 118 Est. Cost $79.16 Unrealized +0.8%
ALK Alaska Air Group, Inc. 0.0%
Value ($000) $11 Shares 177 Est. Cost $62.60 Unrealized -0.7%
MDXG MiMedx Group, Inc. 0.0%
Value ($000) $11 Shares 2,200 Est. Cost $8.98 Unrealized -43.4%
CHRW C.H. Robinson Worldwide, Inc. 0.0%
Value ($000) $11 Shares 125 Est. Cost $78.65 Unrealized -8.4%
XAR SPDR S&P Aerospace & Defense ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $100.00 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $11 Shares 442 Est. Cost $24.89 Unrealized
RLI RLI Corp. 0.0%
Value ($000) $10 Shares 104 Est. Cost $25.67 Unrealized +41.5%
VAW Vanguard Materials ETF 0.0%
Value ($000) $10 Shares 83 Est. Cost $132.53 Unrealized
GW Pharmaceuticals 0.0%
Value ($000) $10 Shares 90 Est. Cost $124.73 Unrealized
JPMorgan Alerian MLP ETF 0.0%
Value ($000) $10 Shares 445 Est. Cost $29.21 Unrealized
PYPL PayPal Holdings, Inc. 0.0%
Value ($000) $10 Shares 98 Est. Cost $87.86 Unrealized +25.1%
ORMP Oramed Pharmaceuticals, Inc. 0.0%
Value ($000) $10 Shares 3,150 Est. Cost $6.07 Unrealized -48.9%
Walgreens Boots Alliance, Inc. 0.0%
Value ($000) $9 Shares 160 Est. Cost $81.25 Unrealized
India Fund, Inc. 0.0%
Value ($000) $9 Shares 445 Est. Cost $22.47 Unrealized
Independent Bank Group, Inc. 0.0%
Value ($000) $9 Shares 166 Est. Cost $54.22 Unrealized
Celgene Corp. 0.0%
Value ($000) $9 Shares 92 Est. Cost $97.02 Unrealized
HRB H&R Block, Inc. 0.0%
Value ($000) $9 Shares 400 Est. Cost $18.78 Unrealized +9.7%
LARK Landmark Bancorp, Inc. 0.0%
Value ($000) $8 Shares 500 Est. Cost $20.15 Unrealized -8.9%
XLU Utilities Select Sector SPDR ETF 0.0%
Value ($000) $8 Shares 116 Est. Cost $60.34 Unrealized
LPX Louisiana-Pacific Corp. 0.0%
Value ($000) $8 Shares 320 Est. Cost $22.67 Unrealized +8.6%
SNA Snap, Inc. 0.0%
Value ($000) $8 Shares 525 Est. Cost $136.12 Unrealized -4.6%
CenturyLink, Inc. 0.0%
Value ($000) $8 Shares 653 Est. Cost $14.22 Unrealized
WY Weyerhauser Company 0.0%
Value ($000) $8 Shares 302 Est. Cost $21.15 Unrealized -2.9%
CGEN Compugen, Ltd. 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $3.41 Unrealized +9.7%
BIV Vanguard Intermediate-Term Bond ETF 0.0%
Value ($000) $8 Shares 91 Est. Cost $87.91 Unrealized
TEVA Teva Pharmaceutical Industries Ltd. 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $36.21 Unrealized
NWBI Northwest Bancshares, Inc. 0.0%
Value ($000) $7 Shares 450 Est. Cost $10.15 Unrealized +9.1%
FAST Fastenal Company 0.0%
Value ($000) $7 Shares 200 Est. Cost $11.29 Unrealized +17.2%
LVS Las Vegas Sands Corp. 0.0%
Value ($000) $7 Shares 115 Est. Cost $47.55 Unrealized +12.2%
SVVC Firsthand Technology Value Fund, Inc. 0.0%
Value ($000) $6 Shares 800 Est. Cost $10.93 Unrealized -24.5%
HAL Halliburton Company 0.0%
Value ($000) $6 Shares 300 Est. Cost $42.22 Unrealized -56.7%
ShockWave Medical, Inc. 0.0%
Value ($000) $6 Shares 200 Est. Cost $35.00 Unrealized
DE Deere & Company 0.0%
Value ($000) $6 Shares 36 Est. Cost $128.61 Unrealized +13.5%
SLB Schlumberger Ltd. 0.0%
Value ($000) $6 Shares 186 Est. Cost $51.34 Unrealized -39.7%
HIG Hartford Financial Svcs. 0.0%
Value ($000) $6 Shares 100 Est. Cost $41.04 Unrealized +23.8%
Altaba, Inc. 0.0%
Value ($000) $6 Shares 333 Est. Cost $54.55 Unrealized
ABUS Arbutus Biopharma Corp. 0.0%
Value ($000) $6 Shares 4,000 Est. Cost $1.72 Unrealized 0.0%
NYMXF Nymox Pharmaceutical Corp. 0.0%
Value ($000) $5 Shares 2,500 Est. Cost $3.47 Unrealized -49.5%
PTON Peloton Interactive, Inc. 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.37 Unrealized 0.0%
KIE SPDR S&P Insurance ETF 0.0%
Value ($000) $5 Shares 144 Est. Cost $34.72 Unrealized
DASAN Zhone Solutions, Inc. 0.0%
Value ($000) $5 Shares 500 Est. Cost $6.00 Unrealized
Quantum Materials Corp. 0.0%
Value ($000) $4 Shares 91,000 Est. Cost $0.08 Unrealized
IVV iShares S&P 500 Index ETF 0.0%
Value ($000) $4 Shares 13 Est. Cost $307.69 Unrealized
DXCM DexCom, Inc. 0.0%
Value ($000) $4 Shares 25 Est. Cost $26.05 Unrealized +49.2%
KHC Kraft Heinz Company 0.0%
Value ($000) $4 Shares 133 Est. Cost $58.70 Unrealized -63.9%
FS KKR Capital Corp. 0.0%
Value ($000) $3 Shares 500 Est. Cost $4.00 Unrealized
HIMX Himax Technologies, Inc. 0.0%
Value ($000) $3 Shares 1,500 Est. Cost $6.00 Unrealized
PGX Invesco Preferred ETF 0.0%
Value ($000) $3 Shares 167 Est. Cost $11.98 Unrealized
SIRIUS XM Radio, Inc. 0.0%
Value ($000) $3 Shares 430 Est. Cost $5.27 Unrealized
BANC Banc of California, Inc. 0.0%
Value ($000) $3 Shares 237 Est. Cost $13.83 Unrealized -9.2%
UAA Under Armour, Inc. Class A 0.0%
Value ($000) $3 Shares 150 Est. Cost $31.52 Unrealized -30.0%
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 -26.8%
UA Under Armour, Inc. Class C 0.0%
Value ($000) $2 Shares 100 Est. Cost $26.69 Unrealized -26.2%
United States Oil ETF 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
Marathon Oil Corp. 0.0%
Value ($000) $2 Shares 144 Est. Cost $17.27 Unrealized
Fitbit, Inc. 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.00 Unrealized
Dunkin' Brands Group, Inc. 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
ETFMG Video Game Tech ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
TDC Teradata Corp. 0.0%
Value ($000) $2 Shares 75 Est. Cost $30.31 Unrealized +11.3%
SecureWorks Corp. 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
Vodafone Group plc 0.0%
Value ($000) $2 Shares 76 Est. Cost $26.32 Unrealized
HYLB Xtrackers USD High Yield Corp. Bond ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $60.61 Unrealized
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
SMG The Scotts Miracle-Gro Co. 0.0%
Value ($000) $2 Shares 22 Est. Cost $60.29 Unrealized +36.9%
Put - Globus Med. - 37.50 - Exp. 12/20/19 0.0%
Value ($000) $2 Shares 100 Est. Cost Unrealized
PAWZ ProShares Pet Care ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
DBX Dropbox, Inc. 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.28 Unrealized -8.5%
WAB Wabtec Corp. 0.0%
Value ($000) $1 Shares 18 Est. Cost $69.17 Unrealized -1.0%
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
Transocean, Ltd. 0.0%
Value ($000) $1 Shares 165 Est. Cost $12.12 Unrealized
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
EPAM EPAM Systems, Inc. 0.0%
Value ($000) $1 Shares 3 Est. Cost $134.68 Unrealized +39.8%
IWN iShares Russell 2000 Value Index ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
BIDU Baidu, Inc. 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
DarioHealth Corp. 0.0%
Value ($000) $1 Shares 2,800 Est. Cost $3.21 Unrealized
The Carlyle Group 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
TM Toyota Motor Corp. 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
KSS Kohl's Corporation 0.0%
Value ($000) $1 Shares 15 Est. Cost $60.32 Unrealized -18.7%
GlaxoSmithKline plc 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
EVH Evolent Health, Inc. 0.0%
Value ($000) $1 Shares 200 Est. Cost $19.70 Unrealized -63.6%
LEVI Levi Strauss & Co. 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.99 Unrealized -15.7%
Melinta Therapeutics, Inc. 0.0%
Value ($000) $0 Shares 19 Est. Cost $21.05 Unrealized
Goodrich Petroleum Corp. 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
LYFT Lyft, Inc. 0.0%
Value ($000) $0 Shares 4 Est. Cost $57.38 Unrealized -4.8%
Frontier Communications Corp. 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
Flexion Therapeutics, Inc. 0.0%
Value ($000) $0 Shares 23 Est. Cost Unrealized
Match Group, Inc. 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
GAP The Gap, Inc. 0.0%
Value ($000) $0 Shares 20 Est. Cost $20.02 Unrealized -28.9%
TGT Target Corp. 0.0%
Value ($000) $0 Shares 1 Est. Cost $58.46 Unrealized +37.5%
LEU Centrus Energy Corp. 0.0%
Value ($000) $0 Shares 40 Est. Cost $4.81 Unrealized -32.4%
VEEV Veeva Systems, Inc. 0.0%
Value ($000) $0 Shares 3 Est. Cost $145.72 Unrealized +10.1%
Aurora Cannabis, Inc. 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
NOBL ProShares S&P 500 Dividend Aristocrats ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
BYND Beyond Meat, Inc. 0.0%
Value ($000) $0 Shares 3 Est. Cost $111.57 Unrealized +47.6%
Neuralstem, Inc. 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
Aphria, Inc. 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
United States Steel Corp. 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
Alexion Pharmaceuticals, Inc. 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
NFG National Fuel Gas Co. 0.0%
Value ($000) $0 Shares 2 Est. Cost $51.80 Unrealized -6.2%