Sterling Investment Advisors, Ltd. Diversified Active

CIK: 0001701132 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 10, 2020

Total Value ($000): $217,630 (100.0% shares, 0.0% debt)

Holdings (425)

GMED Globus Medical Inc. 7.2%
Value ($000) $15,763 Shares 267,723 Est. Cost $35.43 Unrealized +53.2%
AAPL Apple Inc. 7.0%
Value ($000) $15,173 Shares 51,672 Est. Cost $26.63 Unrealized +132.9%
JNJ Johnson & Johnson 3.4%
Value ($000) $7,490 Shares 51,347 Est. Cost $104.45 Unrealized +9.2%
AMZN Amazon.com Inc. 3.4%
Value ($000) $7,359 Shares 3,983 Est. Cost $56.33 Unrealized +57.1%
JPST JPMorgan Ultra-Short Income ETF 3.2%
Value ($000) $6,994 Shares 138,688 Est. Cost $50.17 Unrealized
ITOT iShares Core S&P Small-Cap ETF 3.0%
Value ($000) $6,522 Shares 77,783 Est. Cost $97.44 Unrealized
VZ Verizon Communications Inc. 2.3%
Value ($000) $5,050 Shares 82,247 Est. Cost $32.07 Unrealized +33.4%
PFF iShares S&P US Preferred Stock Index ETF 2.2%
Value ($000) $4,804 Shares 127,807 Est. Cost $37.23 Unrealized
GOOGL Alphabet Inc. Class A 2.1%
Value ($000) $4,478 Shares 3,344 Est. Cost $41.28 Unrealized +55.1%
Visa Inc. 2.0%
Value ($000) $4,389 Shares 23,360 Est. Cost $79.80 Unrealized
GLD SPDR Gold Shares ETF 1.9%
Value ($000) $4,195 Shares 29,360 Est. Cost $123.19 Unrealized
CWB SPDR Barclays Convertible Securities ETF 1.9%
Value ($000) $4,169 Shares 75,131 Est. Cost $45.85 Unrealized
MSFT Microsoft Corp. 1.9%
Value ($000) $4,129 Shares 26,185 Est. Cost $55.00 Unrealized +153.1%
GDX VanEck Vectors Gold Miners ETF 1.5%
Value ($000) $3,273 Shares 111,795 Est. Cost $23.33 Unrealized
JPM JPMorgan Chase & Co. 1.5%
Value ($000) $3,250 Shares 23,315 Est. Cost $66.45 Unrealized +63.5%
IJH iShares S&P Mid Cap 400 Index ETF 1.4%
Value ($000) $3,066 Shares 8,667 Est. Cost $290.14 Unrealized
BRK/B Berkshire Hathaway B 1.4%
Value ($000) $2,992 Shares 13,214 Est. Cost $158.44 Unrealized +37.1%
AMGN Amgen Inc. 1.3%
Value ($000) $2,926 Shares 12,138 Est. Cost $117.49 Unrealized +55.5%
AMT American Tower Corp. 1.3%
Value ($000) $2,756 Shares 11,996 Est. Cost $113.80 Unrealized +61.5%
PG The Procter & Gamble Co. 1.2%
Value ($000) $2,612 Shares 20,914 Est. Cost $66.75 Unrealized +57.6%
PPL PPL Corp. 1.1%
Value ($000) $2,474 Shares 68,969 Est. Cost $22.08 Unrealized +17.4%
CVS CVS Health Corp. 1.1%
Value ($000) $2,458 Shares 33,086 Est. Cost $57.25 Unrealized +0.9%
BA The Boeing Co. 1.1%
Value ($000) $2,396 Shares 7,357 Est. Cost $332.46 Unrealized +5.6%
BlackRock Inc. 1.1%
Value ($000) $2,291 Shares 4,558 Est. Cost $390.90 Unrealized
NKE Nike Inc. 1.0%
Value ($000) $2,122 Shares 20,949 Est. Cost $48.35 Unrealized +79.6%
KKR & Co. 1.0%
Value ($000) $2,098 Shares 71,940 Est. Cost $22.49 Unrealized
HON Honeywell International Inc. 1.0%
Value ($000) $2,084 Shares 11,778 Est. Cost $99.78 Unrealized +44.2%
FNX First Trust Mid Cap Core AlphaDEX ETF 0.9%
Value ($000) $2,041 Shares 28,162 Est. Cost $57.03 Unrealized
LOW Lowes Companies Inc. 0.9%
Value ($000) $2,036 Shares 17,006 Est. Cost $60.55 Unrealized +69.1%
XYZ Square Inc. 0.9%
Value ($000) $2,003 Shares 32,023 Est. Cost $68.90 Unrealized -7.3%
KMI Kinder Morgan Inc. 0.9%
Value ($000) $1,975 Shares 93,300 Est. Cost $14.05 Unrealized 0.0%
INTC Intel Corp. 0.9%
Value ($000) $1,974 Shares 32,993 Est. Cost $30.26 Unrealized +62.8%
PEP PepsiCo Inc. 0.9%
Value ($000) $1,945 Shares 14,238 Est. Cost $80.23 Unrealized +40.6%
GIS General Mills Inc. 0.9%
Value ($000) $1,925 Shares 35,954 Est. Cost $34.68 Unrealized +23.4%
Merck & Co. Inc. 0.9%
Value ($000) $1,876 Shares 20,637 Est. Cost $58.93 Unrealized
Aqua America Inc. 0.9%
Value ($000) $1,868 Shares 39,808 Est. Cost $31.24 Unrealized
PAYX Paychex Inc. 0.9%
Value ($000) $1,864 Shares 21,914 Est. Cost $47.03 Unrealized +50.3%
WMT Walmart Inc. 0.8%
Value ($000) $1,814 Shares 15,269 Est. Cost $26.41 Unrealized +37.7%
AKAM Akamai Technologies Inc. 0.8%
Value ($000) $1,744 Shares 20,200 Est. Cost $52.77 Unrealized +65.7%
SBUX Starbucks Corp. 0.8%
Value ($000) $1,723 Shares 19,601 Est. Cost $54.00 Unrealized +37.9%
GOOG Alphabet Inc. Class C 0.8%
Value ($000) $1,703 Shares 1,274 Est. Cost $38.79 Unrealized +65.1%
XOM Exxon Mobil Corp. 0.8%
Value ($000) $1,672 Shares 23,967 Est. Cost $55.69 Unrealized -6.5%
CMCSA Comcast Corp. Class A 0.7%
Value ($000) $1,533 Shares 34,093 Est. Cost $31.82 Unrealized +19.0%
The Blackstone Group Inc. 0.7%
Value ($000) $1,511 Shares 27,015 Est. Cost $29.10 Unrealized
GSBD Goldman Sachs BDC Inc. 0.7%
Value ($000) $1,499 Shares 70,484 Est. Cost $22.52 Unrealized -8.3%
BND Vanguard Total Bond Market ETF 0.7%
Value ($000) $1,463 Shares 17,455 Est. Cost $83.39 Unrealized
PFE Pfizer Inc. 0.7%
Value ($000) $1,444 Shares 36,878 Est. Cost $28.00 Unrealized -4.6%
ALGN Align Technology Inc. 0.6%
Value ($000) $1,405 Shares 5,036 Est. Cost $132.50 Unrealized +88.2%
CMI Cummins Inc. 0.6%
Value ($000) $1,373 Shares 7,675 Est. Cost $119.98 Unrealized +25.9%
MDLZ Mondelez International Inc. 0.6%
Value ($000) $1,336 Shares 24,259 Est. Cost $35.16 Unrealized +30.5%
ABBV AbbVie Inc. 0.6%
Value ($000) $1,269 Shares 14,338 Est. Cost $43.25 Unrealized +49.4%
SHOP Shopify Inc. 0.6%
Value ($000) $1,244 Shares 3,130 Est. Cost $17.70 Unrealized +91.1%
PSA Public Storage 0.6%
Value ($000) $1,235 Shares 5,801 Est. Cost $151.15 Unrealized +13.1%
FEX First Trust Large Cap Core AlphaDEX ETF 0.6%
Value ($000) $1,228 Shares 18,835 Est. Cost $49.41 Unrealized
EMR Emerson Electric Co. 0.6%
Value ($000) $1,207 Shares 15,837 Est. Cost $47.85 Unrealized +31.3%
COST Costco Wholesale Corp. 0.5%
Value ($000) $1,196 Shares 4,071 Est. Cost $145.23 Unrealized +87.0%
ABT Abbott Laboratories 0.5%
Value ($000) $1,192 Shares 13,730 Est. Cost $33.77 Unrealized +123.0%
DIS Walt Disney Co. 0.5%
Value ($000) $1,111 Shares 7,687 Est. Cost $109.34 Unrealized +24.1%
SPDR S&P 500 ETF 0.5%
Value ($000) $1,084 Shares 3,371 Est. Cost $242.42 Unrealized
MUB iShares S&P National Municipal Bond ETF 0.5%
Value ($000) $1,082 Shares 9,504 Est. Cost $110.49 Unrealized
DEO Diageo plc 0.5%
Value ($000) $988 Shares 5,871 Est. Cost $104.02 Unrealized
GLW Corning Inc. 0.4%
Value ($000) $935 Shares 32,125 Est. Cost $19.96 Unrealized +22.4%
ILMN Illumina Inc. 0.4%
Value ($000) $902 Shares 2,720 Est. Cost $191.57 Unrealized +58.2%
Eaton Corp. 0.4%
Value ($000) $845 Shares 8,925 Est. Cost $70.24 Unrealized
HD The Home Depot Inc. 0.4%
Value ($000) $836 Shares 3,832 Est. Cost $148.44 Unrealized +31.4%
Unilever plc 0.4%
Value ($000) $797 Shares 13,950 Est. Cost $55.55 Unrealized
BAX Baxter International Inc. 0.4%
Value ($000) $784 Shares 9,378 Est. Cost $39.74 Unrealized +84.6%
Nuveen Intermed. Duration Muni. Term Fund 0.4%
Value ($000) $765 Shares 55,000 Est. Cost $13.07 Unrealized
SPMD SPDR Portfolio Mid Cap ETF 0.3%
Value ($000) $757 Shares 20,900 Est. Cost $32.57 Unrealized
CSCO Cisco Systems 0.3%
Value ($000) $737 Shares 15,376 Est. Cost $31.48 Unrealized +22.5%
KO The Coca-Cola Co. 0.3%
Value ($000) $735 Shares 13,288 Est. Cost $31.62 Unrealized +40.8%
UPS United Parcel Service Inc. 0.3%
Value ($000) $733 Shares 6,263 Est. Cost $84.29 Unrealized +10.1%
MCD McDonalds Corp. 0.3%
Value ($000) $732 Shares 3,709 Est. Cost $100.12 Unrealized +71.7%
SYK Stryker Corp. 0.3%
Value ($000) $729 Shares 3,475 Est. Cost $107.81 Unrealized +80.1%
TFC Truist Financial Corp. 0.3%
Value ($000) $720 Shares 12,797 Est. Cost $40.89 Unrealized 0.0%
GDXJ VanEck Vectors Junior Gold Miners ETF 0.3%
Value ($000) $669 Shares 15,835 Est. Cost $32.60 Unrealized
FIVN Five9 Inc. 0.3%
Value ($000) $642 Shares 9,800 Est. Cost $60.18 Unrealized +1.7%
ORCL Oracle Corp. 0.3%
Value ($000) $641 Shares 12,113 Est. Cost $35.52 Unrealized +42.0%
LMBS First Trust Low Duration Opportunities ETF 0.3%
Value ($000) $569 Shares 11,000 Est. Cost $51.73 Unrealized
CAT Caterpillar Inc. 0.3%
Value ($000) $553 Shares 3,746 Est. Cost $120.80 Unrealized +1.8%
ICF iShares Cohen & Steers Realty Index ETF 0.2%
Value ($000) $526 Shares 4,500 Est. Cost $99.89 Unrealized
WELL Welltower Inc. 0.2%
Value ($000) $464 Shares 5,675 Est. Cost $47.58 Unrealized +49.5%
ZM Zoom Video Communications Inc. 0.2%
Value ($000) $449 Shares 6,600 Est. Cost $68.82 Unrealized 0.0%
ADBE Adobe Systems Inc. 0.2%
Value ($000) $447 Shares 1,357 Est. Cost $148.44 Unrealized +98.2%
VNQ Vanguard REIT Index ETF 0.2%
Value ($000) $434 Shares 4,683 Est. Cost $91.82 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.2%
Value ($000) $417 Shares 9,390 Est. Cost $38.60 Unrealized
TSLA Tesla Motors Inc. 0.2%
Value ($000) $407 Shares 973 Est. Cost $14.22 Unrealized +52.5%
EFA iShares MSCI EAFE Index ETF 0.2%
Value ($000) $376 Shares 5,421 Est. Cost $67.32 Unrealized
BABA Alibaba Group Holdings Ltd. 0.2%
Value ($000) $351 Shares 1,659 Est. Cost $156.24 Unrealized
META Facebook Inc. 0.2%
Value ($000) $347 Shares 1,691 Est. Cost $150.84 Unrealized +27.5%
D Dominion Resources 0.2%
Value ($000) $341 Shares 4,124 Est. Cost $52.43 Unrealized +19.0%
United Technologies 0.1%
Value ($000) $326 Shares 2,183 Est. Cost $112.63 Unrealized
AMD Advanced Micro Devices 0.1%
Value ($000) $321 Shares 7,000 Est. Cost $23.99 Unrealized +53.5%
CVX Chevron Corp. 0.1%
Value ($000) $317 Shares 2,632 Est. Cost $80.69 Unrealized +11.1%
VUG Vanguard Growth ETF 0.1%
Value ($000) $308 Shares 1,696 Est. Cost $142.36 Unrealized
EFAV iShares MSCI EAFE Minimum Volatility ETF 0.1%
Value ($000) $300 Shares 4,025 Est. Cost $73.36 Unrealized
NVDA NVIDIA Corp. 0.1%
Value ($000) $294 Shares 1,251 Est. Cost $4.04 Unrealized +28.2%
IYY iShares Dow Jones Select Divid. Index ETF 0.1%
Value ($000) $294 Shares 2,787 Est. Cost $90.64 Unrealized
iShares Intl Developed Property ETF 0.1%
Value ($000) $290 Shares 7,507 Est. Cost $33.69 Unrealized
ARCC Ares Capital Corp. 0.1%
Value ($000) $279 Shares 14,962 Est. Cost $7.73 Unrealized +33.4%
LMT Lockheed Martin Corp. 0.1%
Value ($000) $276 Shares 711 Est. Cost $230.01 Unrealized +41.2%
T AT&T Inc. 0.1%
Value ($000) $261 Shares 6,689 Est. Cost $15.69 Unrealized +20.2%
Twitter Inc. 0.1%
Value ($000) $241 Shares 7,532 Est. Cost $18.90 Unrealized
TIP iShares Barclays TIPS Bond ETF 0.1%
Value ($000) $241 Shares 2,070 Est. Cost $113.59 Unrealized
Invesco KBW High Dividend Yield Finl ETF 0.1%
Value ($000) $241 Shares 11,000 Est. Cost $22.39 Unrealized
DSI iShares MSCI KLD 400 Social Index ETF 0.1%
Value ($000) $234 Shares 1,956 Est. Cost $86.73 Unrealized
EPD Enterprise Products Partners L.P. 0.1%
Value ($000) $231 Shares 8,236 Est. Cost $27.67 Unrealized
REAL The RealReal Inc. 0.1%
Value ($000) $222 Shares 11,800 Est. Cost $19.14 Unrealized 0.0%
LLY Eli Lilly & Co. 0.1%
Value ($000) $220 Shares 1,680 Est. Cost $64.22 Unrealized +67.5%
3M Company 0.1%
Value ($000) $218 Shares 1,239 Est. Cost $178.97 Unrealized
CIGNA Corp. 0.1%
Value ($000) $214 Shares 1,049 Est. Cost $186.64 Unrealized
VCIT Vanguard Interm.-Term Corporate Bond ETF 0.1%
Value ($000) $210 Shares 2,302 Est. Cost $91.08 Unrealized
FFTY Innovator IBD 50 ETF 0.1%
Value ($000) $201 Shares 5,800 Est. Cost $33.74 Unrealized
VPU Vanguard Utilities ETF 0.1%
Value ($000) $200 Shares 1,401 Est. Cost $107.04 Unrealized
Northern Oil and Gas Inc. 0.1%
Value ($000) $190 Shares 81,500 Est. Cost $2.67 Unrealized
ITW Illinois Tool Works Inc. 0.1%
Value ($000) $187 Shares 1,045 Est. Cost $108.15 Unrealized +35.3%
AXP American Express 0.1%
Value ($000) $186 Shares 1,500 Est. Cost $60.98 Unrealized +80.6%
IGF iShares Global Infrastructure ETF 0.1%
Value ($000) $185 Shares 3,875 Est. Cost $40.85 Unrealized
Cree Inc. 0.1%
Value ($000) $184 Shares 4,000 Est. Cost $47.50 Unrealized
VXF Vanguard Extended Market ETF 0.1%
Value ($000) $182 Shares 1,450 Est. Cost $100.00 Unrealized
APPS Digital Turbine Inc. 0.1%
Value ($000) $178 Shares 25,000 Est. Cost $7.44 Unrealized 0.0%
TE Connectivity Ltd. 0.1%
Value ($000) $175 Shares 1,834 Est. Cost $95.97 Unrealized
ET Energy Transfer L.P. 0.1%
Value ($000) $160 Shares 12,479 Est. Cost $13.18 Unrealized
PPG PPG Industries 0.1%
Value ($000) $160 Shares 1,200 Est. Cost $90.59 Unrealized +24.2%
NOC Northrop Grumman Corp. 0.1%
Value ($000) $159 Shares 464 Est. Cost $238.42 Unrealized +33.2%
BMY Bristol-Myers Squibb Co. 0.1%
Value ($000) $154 Shares 2,408 Est. Cost $40.90 Unrealized +10.5%
Invesco QQQ ETF 0.1%
Value ($000) $152 Shares 715 Est. Cost $125.18 Unrealized
GS Goldman Sachs Group 0.1%
Value ($000) $152 Shares 663 Est. Cost $178.20 Unrealized +5.2%
RSPH Invesco S&P 500 Eq. Weight Health Care ETF 0.1%
Value ($000) $150 Shares 680 Est. Cost $200.66 Unrealized
MO Altria Group Inc. 0.1%
Value ($000) $149 Shares 2,996 Est. Cost $32.14 Unrealized -10.4%
Bank of America Corp. 0.1%
Value ($000) $147 Shares 4,185 Est. Cost $23.51 Unrealized
ESGD iShares MSCI EAFE ESG Optimized ETF 0.1%
Value ($000) $145 Shares 2,123 Est. Cost $60.21 Unrealized
CDW CDW Corp. 0.1%
Value ($000) $142 Shares 1,000 Est. Cost $106.19 Unrealized +15.7%
PSX Phillips 66 0.1%
Value ($000) $141 Shares 1,273 Est. Cost $58.66 Unrealized +48.9%
ADM Archer-Daniels-Midland Co. 0.1%
Value ($000) $139 Shares 3,000 Est. Cost $34.28 Unrealized +4.2%
VTV Vanguard Value ETF 0.1%
Value ($000) $139 Shares 1,162 Est. Cost $113.48 Unrealized
Flah. & Cru. Dynamic Prefer. & Income Fund 0.1%
Value ($000) $133 Shares 5,000 Est. Cost $26.24 Unrealized
Marvell Technology Group LTD 0.1%
Value ($000) $132 Shares 5,000 Est. Cost $18.58 Unrealized
WSFS WSFS Financial Corp. 0.1%
Value ($000) $132 Shares 3,020 Est. Cost $40.26 Unrealized +8.5%
KMB Kimberly-Clark Corp. 0.1%
Value ($000) $127 Shares 927 Est. Cost $87.68 Unrealized +24.1%
MU Micron Technology Inc. 0.1%
Value ($000) $123 Shares 2,300 Est. Cost $46.39 Unrealized +0.4%
SCHB Schwab U.S. Broad Market ETF 0.1%
Value ($000) $123 Shares 1,601 Est. Cost $57.74 Unrealized
DuPont de Nemours Inc. 0.1%
Value ($000) $117 Shares 1,829 Est. Cost $75.05 Unrealized
EXC Exelon Corporation 0.1%
Value ($000) $116 Shares 2,558 Est. Cost $19.41 Unrealized +34.0%
KR The Kroger Co. 0.1%
Value ($000) $115 Shares 4,000 Est. Cost $22.06 Unrealized +5.5%
ConocoPhillips 0.1%
Value ($000) $114 Shares 1,768 Est. Cost $69.47 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.1%
Value ($000) $113 Shares 1,742 Est. Cost $62.26 Unrealized
ADP Automatic Data Processing 0.0%
Value ($000) $107 Shares 630 Est. Cost $78.46 Unrealized +84.9%
LQD iShares GS USD InvesTop Corporate Bond ETF 0.0%
Value ($000) $105 Shares 828 Est. Cost $117.35 Unrealized
IWM iShares Russell 1000 Index ETF 0.0%
Value ($000) $104 Shares 616 Est. Cost $142.20 Unrealized
AOA iShares Barclays Aggregate Bond ETF 0.0%
Value ($000) $102 Shares 915 Est. Cost $109.02 Unrealized
UNH UnitedHealth Group Inc. 0.0%
Value ($000) $99 Shares 337 Est. Cost $180.74 Unrealized +30.9%
FireEye Inc. 0.0%
Value ($000) $98 Shares 5,950 Est. Cost $16.11 Unrealized
ZBH Zimmer Biomet Holdings Inc. 0.0%
Value ($000) $97 Shares 650 Est. Cost $101.37 Unrealized +29.5%
IGIB iShares Intermed.-Term Corporate Bond ETF 0.0%
Value ($000) $92 Shares 1,600 Est. Cost $80.94 Unrealized
PIMCO Strategic Income Fund Inc. 0.0%
Value ($000) $91 Shares 10,118 Est. Cost $9.66 Unrealized
BOTZ Global X Robotics & A.I. ETF 0.0%
Value ($000) $91 Shares 4,200 Est. Cost $16.67 Unrealized
MDT Medtronic plc 0.0%
Value ($000) $90 Shares 800 Est. Cost $62.35 Unrealized +48.5%
DOW Dow Inc. 0.0%
Value ($000) $90 Shares 1,659 Est. Cost $36.37 Unrealized +0.9%
BOOT Boot Barn Holdings Inc. 0.0%
Value ($000) $89 Shares 2,000 Est. Cost $34.80 Unrealized +13.5%
ETSY Etsy Inc. 0.0%
Value ($000) $88 Shares 2,000 Est. Cost $60.96 Unrealized -21.9%
QCOM QUALCOMM Inc. 0.0%
Value ($000) $88 Shares 1,001 Est. Cost $52.49 Unrealized +38.8%
AMAT Applied Materials 0.0%
Value ($000) $88 Shares 1,450 Est. Cost $47.62 Unrealized +11.3%
IGSB iShares Short-Term Corporate Bond ETF 0.0%
Value ($000) $87 Shares 1,637 Est. Cost $91.62 Unrealized
ORLY OReilly Automotive Inc. 0.0%
Value ($000) $87 Shares 200 Est. Cost $17.41 Unrealized +64.4%
ROBO Robo Global Robotics & Automation ETF 0.0%
Value ($000) $83 Shares 1,990 Est. Cost $41.05 Unrealized
Reaves Utility Income Fund 0.0%
Value ($000) $81 Shares 2,212 Est. Cost $30.24 Unrealized
ACN Accenture Ltd. 0.0%
Value ($000) $81 Shares 389 Est. Cost $123.34 Unrealized +44.7%
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $81 Shares 1,820 Est. Cost $38.58 Unrealized
JEF Jefferies Financial Group Inc. 0.0%
Value ($000) $80 Shares 3,782 Est. Cost $16.62 Unrealized -6.2%
MANH Manhattan Associates Inc. 0.0%
Value ($000) $79 Shares 1,000 Est. Cost $79.52 Unrealized 0.0%
AFL AFLAC Inc. 0.0%
Value ($000) $79 Shares 1,500 Est. Cost $34.71 Unrealized +32.1%
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $77 Shares 1,449 Est. Cost $51.76 Unrealized
NFLX Netflix Inc. 0.0%
Value ($000) $76 Shares 235 Est. Cost $25.61 Unrealized +15.8%
EMLP First Trust N.A. Energy Infrastructure ETF 0.0%
Value ($000) $76 Shares 3,000 Est. Cost $22.61 Unrealized
CTRA Cabot Oil & Gas Corp. 0.0%
Value ($000) $74 Shares 4,280 Est. Cost $17.37 Unrealized -24.7%
IWP iShares Russell Mid-Cap Growth ETF 0.0%
Value ($000) $74 Shares 491 Est. Cost $103.53 Unrealized
HSY The Hershey Co. 0.0%
Value ($000) $73 Shares 500 Est. Cost $84.07 Unrealized +52.8%
SUB iShares Short-Term National Muni Bond ETF 0.0%
Value ($000) $72 Shares 681 Est. Cost $104.26 Unrealized
BDX Becton Dickinson and Co. 0.0%
Value ($000) $67 Shares 250 Est. Cost $145.36 Unrealized +55.8%
PM Philip Morris International Inc. 0.0%
Value ($000) $67 Shares 794 Est. Cost $59.77 Unrealized +0.4%
CRM salesforce.com inc. 0.0%
Value ($000) $65 Shares 400 Est. Cost $135.90 Unrealized +14.0%
SEIC SEI Investments Co. 0.0%
Value ($000) $65 Shares 1,006 Est. Cost $56.20 Unrealized +1.7%
SCHX Schwab U.S. Large Cap ETF 0.0%
Value ($000) $63 Shares 832 Est. Cost $61.78 Unrealized
LVS Las Vegas Sands Corp. 0.0%
Value ($000) $63 Shares 915 Est. Cost $56.59 Unrealized +2.3%
LVHD Legg Mason Low Volatility High Div. ETF 0.0%
Value ($000) $61 Shares 1,800 Est. Cost $29.44 Unrealized
LAM Research Corp. 0.0%
Value ($000) $60 Shares 206 Est. Cost $205.00 Unrealized
XLF Financial Select Sector SPDR ETF 0.0%
Value ($000) $60 Shares 1,958 Est. Cost $26.70 Unrealized
C Citigroup Inc. 0.0%
Value ($000) $60 Shares 753 Est. Cost $42.14 Unrealized +40.6%
KEY KeyCorp 0.0%
Value ($000) $60 Shares 3,000 Est. Cost $13.98 Unrealized 0.0%
IJT iShares S&P SmallCap 600 Growth Index ETF 0.0%
Value ($000) $59 Shares 307 Est. Cost $167.44 Unrealized
MA MasterCard Inc. 0.0%
Value ($000) $59 Shares 200 Est. Cost $142.19 Unrealized +91.7%
Adaptec Inc. 0.0%
Value ($000) $59 Shares 2,000 Est. Cost $29.50 Unrealized
FMB First Trust Managed Municipal ETF 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $55.00 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $55 Shares 1,800 Est. Cost $17.64 Unrealized +29.9%
CL Colgate-Palmolive Company 0.0%
Value ($000) $55 Shares 808 Est. Cost $58.53 Unrealized +1.0%
PETS PetMed Express Inc. 0.0%
Value ($000) $55 Shares 2,350 Est. Cost $38.84 Unrealized -42.3%
PNC PNC Financial Services Group Inc. 0.0%
Value ($000) $54 Shares 343 Est. Cost $118.19 Unrealized +1.7%
PIMCO Dynamic Credit & Mortg. Income Fund 0.0%
Value ($000) $54 Shares 2,150 Est. Cost $20.93 Unrealized
TD Toronto-Dominion Bank 0.0%
Value ($000) $54 Shares 978 Est. Cost $53.57 Unrealized +5.9%
SPOT Spotify Technology S.A. 0.0%
Value ($000) $54 Shares 366 Est. Cost $145.30 Unrealized -5.5%
Royal Dutch Shell plc A 0.0%
Value ($000) $53 Shares 900 Est. Cost $54.73 Unrealized
VOT Vanguard Mid-Cap Growth Index ETF 0.0%
Value ($000) $52 Shares 330 Est. Cost $157.58 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $51 Shares 374 Est. Cost $128.83 Unrealized
NEE NextEra Energy Inc. 0.0%
Value ($000) $51 Shares 211 Est. Cost $28.92 Unrealized +73.5%
NET Cloudflare Inc. 0.0%
Value ($000) $51 Shares 3,000 Est. Cost $17.80 Unrealized -4.3%
PFIS Peoples Financial Services Corp. 0.0%
Value ($000) $50 Shares 1,004 Est. Cost $33.45 Unrealized +15.4%
Pennsylvania REIT 0.0%
Value ($000) $50 Shares 9,500 Est. Cost $5.68 Unrealized
VCSH Vanguard Short-Term Corp. Bond Index ETF 0.0%
Value ($000) $50 Shares 629 Est. Cost $80.91 Unrealized
MET MetLife Inc. 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $36.68 Unrealized +7.2%
Acasti Pharma Inc. 0.0%
Value ($000) $49 Shares 20,000 Est. Cost $1.90 Unrealized
CTSH Cognizant Technology Solutions Corp. 0.0%
Value ($000) $49 Shares 800 Est. Cost $47.45 Unrealized +18.8%
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $49 Shares 526 Est. Cost $81.75 Unrealized
FTDR Frontdoor Inc. 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $46.84 Unrealized 0.0%
Nuveen Pennsylvania Municipal Value Fund 0.0%
Value ($000) $46 Shares 3,200 Est. Cost $14.06 Unrealized
VOE Vanguard Mid-Cap Value Index ETF 0.0%
Value ($000) $46 Shares 388 Est. Cost $118.56 Unrealized
EEMV iShares MSCI Emerg. Mkts. Min. Volat. ETF 0.0%
Value ($000) $46 Shares 800 Est. Cost $61.29 Unrealized
IBM IBM 0.0%
Value ($000) $45 Shares 337 Est. Cost $111.07 Unrealized -10.1%
XLV Health Care Select Sector SPDR ETF 0.0%
Value ($000) $44 Shares 433 Est. Cost $82.65 Unrealized
CHTR Charter Communications Inc. 0.0%
Value ($000) $43 Shares 89 Est. Cost $271.63 Unrealized +69.4%
CoreLogic Inc. 0.0%
Value ($000) $43 Shares 986 Est. Cost $36.51 Unrealized
PWR Quanta Services Inc. 0.0%
Value ($000) $43 Shares 1,058 Est. Cost $35.82 Unrealized +12.2%
O Realty Income Corp. 0.0%
Value ($000) $42 Shares 575 Est. Cost $38.67 Unrealized +42.1%
RIO Rio Tinto plc 0.0%
Value ($000) $41 Shares 700 Est. Cost $42.86 Unrealized
FR First Industrial Realty Trust Inc. 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $28.00 Unrealized
IWS iShares Russell Mid-Cap Value ETF 0.0%
Value ($000) $41 Shares 434 Est. Cost $82.95 Unrealized
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) $41 Shares 1,232 Est. Cost $30.03 Unrealized
DoubleLine Income Solutions Fund 0.0%
Value ($000) $41 Shares 2,100 Est. Cost $17.14 Unrealized
TJX TJX Companies Inc. 0.0%
Value ($000) $40 Shares 660 Est. Cost $42.67 Unrealized +28.0%
Unilever N.V. 0.0%
Value ($000) $40 Shares 700 Est. Cost $42.51 Unrealized
Raytheon Co. 0.0%
Value ($000) $38 Shares 174 Est. Cost $156.20 Unrealized
PDM Piedmont Office Realty Trust Inc. 0.0%
Value ($000) $38 Shares 1,720 Est. Cost $22.09 Unrealized
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $38 Shares 156 Est. Cost $211.54 Unrealized
CTVA Corteva Inc. 0.0%
Value ($000) $38 Shares 1,291 Est. Cost $25.02 Unrealized -2.1%
SRPT Sarepta Therapeutics Inc. 0.0%
Value ($000) $38 Shares 300 Est. Cost $136.70 Unrealized -26.2%
Morgan Stanley 0.0%
Value ($000) $38 Shares 750 Est. Cost $50.67 Unrealized
Royal Dutch Shell plc B 0.0%
Value ($000) $37 Shares 631 Est. Cost $55.47 Unrealized
MBB iShares MBS ETF 0.0%
Value ($000) $36 Shares 339 Est. Cost $106.19 Unrealized
BKNG Bookings Holdings Inc. 0.0%
Value ($000) $36 Shares 18 Est. Cost $1935.67 Unrealized -0.2%
DLR Digital Realty Trust Inc. 0.0%
Value ($000) $36 Shares 303 Est. Cost $77.24 Unrealized +28.7%
FIBK First Interstate BancSystem Inc. 0.0%
Value ($000) $35 Shares 835 Est. Cost $23.52 Unrealized +25.1%
HYG iShares iBoxx USD High Yield Corp. Bond ETF 0.0%
Value ($000) $35 Shares 400 Est. Cost $87.57 Unrealized
Vector Group Ltd. 0.0%
Value ($000) $35 Shares 2,633 Est. Cost $21.47 Unrealized
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $35 Shares 444 Est. Cost $77.14 Unrealized
QRVO Qorvo Inc. 0.0%
Value ($000) $34 Shares 300 Est. Cost $80.09 Unrealized +20.7%
Proofpoint Inc. 0.0%
Value ($000) $34 Shares 300 Est. Cost $106.00 Unrealized
WFC Wells Fargo & Company 0.0%
Value ($000) $34 Shares 636 Est. Cost $39.89 Unrealized +12.1%
TWLO Twilio Inc. 0.0%
Value ($000) $34 Shares 350 Est. Cost $30.45 Unrealized +235.4%
Laboratory Corp. of America Holdings 0.0%
Value ($000) $33 Shares 200 Est. Cost $130.00 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $32 Shares 211 Est. Cost $146.92 Unrealized
UGI UGI Corporation 0.0%
Value ($000) $32 Shares 720 Est. Cost $53.89 Unrealized -15.0%
SO The Southern Company 0.0%
Value ($000) $31 Shares 500 Est. Cost $33.62 Unrealized +45.4%
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $31 Shares 158 Est. Cost $196.20 Unrealized
EMN Eastman Chemical Co. 0.0%
Value ($000) $31 Shares 400 Est. Cost $53.34 Unrealized +15.4%
AVGO Broadcom Inc. 0.0%
Value ($000) $31 Shares 100 Est. Cost $25.89 Unrealized 0.0%
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $31 Shares 1,150 Est. Cost $24.35 Unrealized
FNCB Bancorp Inc. 0.0%
Value ($000) $30 Shares 3,620 Est. Cost $6.00 Unrealized
SWKS Skyworks Solutions Inc. 0.0%
Value ($000) $30 Shares 250 Est. Cost $63.42 Unrealized +33.7%
YUM Yum Brands Inc. 0.0%
Value ($000) $30 Shares 304 Est. Cost $55.22 Unrealized +67.2%
VDC Vanguard Consumer Staples ETF 0.0%
Value ($000) $30 Shares 188 Est. Cost $148.94 Unrealized
Kayne Anderson MLP/Midstream Invest. Co. 0.0%
Value ($000) $30 Shares 2,200 Est. Cost $17.70 Unrealized
XLY Consumer Discret. Select Sector SPDR ETF 0.0%
Value ($000) $29 Shares 232 Est. Cost $120.69 Unrealized
Extended Stay America Inc. 0.0%
Value ($000) $29 Shares 2,000 Est. Cost $17.00 Unrealized
Soligenix Inc. 0.0%
Value ($000) $29 Shares 20,000 Est. Cost $0.95 Unrealized
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $29 Shares 582 Est. Cost $49.83 Unrealized
NEM Newmont Goldcorp Corp. 0.0%
Value ($000) $28 Shares 656 Est. Cost $27.95 Unrealized +17.1%
Alphabet - USD1150 - Exp. 6/18/21 0.0%
Value ($000) $28 Shares 1 Est. Cost Unrealized
Slack Technologies Inc. 0.0%
Value ($000) $27 Shares 1,240 Est. Cost $32.01 Unrealized
RWX SPDR Dow Jones Intl Real Estate ETF 0.0%
Value ($000) $27 Shares 705 Est. Cost $38.30 Unrealized
Nabriva Therapeutics plc 0.0%
Value ($000) $26 Shares 20,000 Est. Cost $1.70 Unrealized
IJJ iShares S&P MidCap 400 Value Index ETF 0.0%
Value ($000) $26 Shares 154 Est. Cost $162.34 Unrealized
IJK iShares S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $26 Shares 110 Est. Cost $225.00 Unrealized
Annaly Capital Management Inc. 0.0%
Value ($000) $25 Shares 2,731 Est. Cost $9.77 Unrealized
ABIOMED Inc. 0.0%
Value ($000) $25 Shares 150 Est. Cost $271.64 Unrealized
ULTA Ulta Beauty Inc. 0.0%
Value ($000) $25 Shares 100 Est. Cost $306.82 Unrealized -20.4%
WRAP Wrap Technologies Inc. 0.0%
Value ($000) $25 Shares 3,968 Est. Cost $4.59 Unrealized 0.0%
WU The Western Union Company 0.0%
Value ($000) $25 Shares 948 Est. Cost $22.15 Unrealized
IBB iShares Nasdaq Biotechnology ETF 0.0%
Value ($000) $24 Shares 205 Est. Cost $158.21 Unrealized
BIP Brookfield Infrastructure Partners L.P. 0.0%
Value ($000) $24 Shares 500 Est. Cost $40.00 Unrealized
SCHM Schwab U.S. Mid-Cap ETF 0.0%
Value ($000) $24 Shares 414 Est. Cost $54.77 Unrealized
Axcelis Technologies 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $21.12 Unrealized
QDF FlexShares Quality Dividend ETF 0.0%
Value ($000) $24 Shares 500 Est. Cost $41.16 Unrealized
ICUI ICU Medical Inc. 0.0%
Value ($000) $23 Shares 125 Est. Cost $144.73 Unrealized +18.9%
CATH Global X S&P 500 Catholic Values ETF 0.0%
Value ($000) $23 Shares 600 Est. Cost $35.83 Unrealized
VEU Vanguard FTSE All-World ex-U.S. ETF 0.0%
Value ($000) $23 Shares 433 Est. Cost $51.85 Unrealized
IWR iShares Russell MidCap Index ETF 0.0%
Value ($000) $23 Shares 400 Est. Cost $78.98 Unrealized
XLC Communications Select Sector SPDR ETF 0.0%
Value ($000) $22 Shares 415 Est. Cost $48.19 Unrealized
Delta Air Lines Inc. 0.0%
Value ($000) $21 Shares 374 Est. Cost $58.03 Unrealized
CPT Camden Property Trust 0.0%
Value ($000) $21 Shares 200 Est. Cost $58.23 Unrealized +54.0%
IJS iShares S&P SmallCap 600 Value Index ETF 0.0%
Value ($000) $21 Shares 135 Est. Cost $140.00 Unrealized
APH Amphenol Corp. 0.0%
Value ($000) $21 Shares 200 Est. Cost $22.58 Unrealized +6.6%
Meridian Bank 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $17.42 Unrealized
SE Sea Ltd. 0.0%
Value ($000) $20 Shares 500 Est. Cost $40.00 Unrealized
VTI Vanguard Total Stock ETF 0.0%
Value ($000) $20 Shares 124 Est. Cost $118.11 Unrealized
TDOC Teladoc Inc. 0.0%
Value ($000) $20 Shares 250 Est. Cost $16.98 Unrealized +348.1%
CME CME Group Inc. 0.0%
Value ($000) $20 Shares 100 Est. Cost $126.93 Unrealized +27.6%
BCPC Balchem Corp. 0.0%
Value ($000) $20 Shares 200 Est. Cost $74.87 Unrealized +29.9%
Dollar General Corporation 0.0%
Value ($000) $20 Shares 132 Est. Cost $75.76 Unrealized
Curis Inc. 0.0%
Value ($000) $19 Shares 11,500 Est. Cost $1.40 Unrealized
NRG NRG Energy Inc. 0.0%
Value ($000) $19 Shares 493 Est. Cost $28.44 Unrealized +15.9%
Invesco BRIC ETF 0.0%
Value ($000) $19 Shares 500 Est. Cost $28.00 Unrealized
DBC Invesco DB Commodity Index Tracking ETF 0.0%
Value ($000) $18 Shares 1,185 Est. Cost $15.19 Unrealized
USAC USA Compression Partners L.P. 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $17.00 Unrealized
MGA Magna International Inc. 0.0%
Value ($000) $18 Shares 334 Est. Cost $44.46 Unrealized +0.1%
FDN First Trust Dow Jones Internet Index ETF 0.0%
Value ($000) $17 Shares 128 Est. Cost $140.63 Unrealized
Duke Energy Corporation 0.0%
Value ($000) $17 Shares 190 Est. Cost $77.86 Unrealized
BlueStar TA-BIGITech Israel Tech. ETF 0.0%
Value ($000) $17 Shares 400 Est. Cost $35.00 Unrealized
Carnival Corporation 0.0%
Value ($000) $17 Shares 337 Est. Cost $61.75 Unrealized
ROST Ross Stores Inc. 0.0%
Value ($000) $17 Shares 150 Est. Cost $80.40 Unrealized +31.8%
PEG Public Service Enterprise Group Inc. 0.0%
Value ($000) $17 Shares 300 Est. Cost $30.85 Unrealized +59.3%
ORMP Oramed Pharmaceuticals Inc. 0.0%
Value ($000) $16 Shares 3,150 Est. Cost $6.07 Unrealized -42.5%
VanEck Vectors High-Yield Muni. Index ETF 0.0%
Value ($000) $16 Shares 250 Est. Cost $29.53 Unrealized
VDE Vanguard Energy ETF 0.0%
Value ($000) $16 Shares 200 Est. Cost $105.00 Unrealized
Nektar Therapeutics 0.0%
Value ($000) $16 Shares 750 Est. Cost $43.51 Unrealized
MDXG MiMedx Group Inc. 0.0%
Value ($000) $16 Shares 2,200 Est. Cost $8.98 Unrealized -32.5%
Sculptor Capital Management Inc. 0.0%
Value ($000) $16 Shares 750 Est. Cost $20.00 Unrealized
Linde AG 0.0%
Value ($000) $15 Shares 75 Est. Cost $146.67 Unrealized
MPC Marathon Petroleum Corp. 0.0%
Value ($000) $15 Shares 265 Est. Cost $47.72 Unrealized +8.2%
Allergan plc 0.0%
Value ($000) $15 Shares 81 Est. Cost $211.20 Unrealized
PCY Invesco Emerging Markets Sover. Debt ETF 0.0%
Value ($000) $15 Shares 538 Est. Cost $27.88 Unrealized
VNM VanEck Vectors Vietnam ETF 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $18.00 Unrealized
IP International Paper 0.0%
Value ($000) $14 Shares 325 Est. Cost $35.45 Unrealized -10.0%
V W.P. Carey Inc. 0.0%
Value ($000) $14 Shares 183 Est. Cost $83.23 Unrealized +107.3%
Weight Watchers International Inc. 0.0%
Value ($000) $13 Shares 350 Est. Cost $28.57 Unrealized
SCHF Schwab International Equity ETF 0.0%
Value ($000) $13 Shares 404 Est. Cost $32.40 Unrealized
FFIV F5 Networks Inc. 0.0%
Value ($000) $13 Shares 100 Est. Cost $135.48 Unrealized +4.0%
CE Celanese Corp. 0.0%
Value ($000) $12 Shares 104 Est. Cost $97.43 Unrealized +12.7%
ACWX iShares MSCI ACWI Index ETF 0.0%
Value ($000) $12 Shares 159 Est. Cost $56.60 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $12 Shares 442 Est. Cost $24.89 Unrealized
HRL Hormel Foods Corp. 0.0%
Value ($000) $12 Shares 269 Est. Cost $31.58 Unrealized +15.2%
ABUS Arbutus Biopharma Corp. 0.0%
Value ($000) $11 Shares 4,000 Est. Cost $1.72 Unrealized -6.1%
XLRE Real Estate Select Sector SPDR ETF 0.0%
Value ($000) $11 Shares 294 Est. Cost $37.41 Unrealized
CGEN Compugen Ltd. 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $3.41 Unrealized +50.9%
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $10 Shares 600 Est. Cost $36.34 Unrealized
CERS Cerus Corp. 0.0%
Value ($000) $10 Shares 2,500 Est. Cost $5.81 Unrealized -25.9%
XAR SPDR S&P Aerospace & Defense ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
PYPL PayPal Holdings Inc. 0.0%
Value ($000) $10 Shares 98 Est. Cost $87.86 Unrealized +18.3%
REGN Regeneron Pharmaceuticals Inc. 0.0%
Value ($000) $10 Shares 28 Est. Cost $388.90 Unrealized -14.0%
RLI RLI Corp. 0.0%
Value ($000) $9 Shares 103 Est. Cost $25.67 Unrealized +47.8%
WY Weyerhauser Company 0.0%
Value ($000) $9 Shares 304 Est. Cost $21.15 Unrealized +9.3%
Walgreens Boots Alliance Inc. 0.0%
Value ($000) $9 Shares 160 Est. Cost $81.25 Unrealized
CHRW C.H. Robinson Worldwide Inc. 0.0%
Value ($000) $9 Shares 125 Est. Cost $78.65 Unrealized -12.7%
SNA Snap Inc. 0.0%
Value ($000) $9 Shares 563 Est. Cost $136.30 Unrealized +1.8%
HRB H&R Block Inc. 0.0%
Value ($000) $9 Shares 400 Est. Cost $18.78 Unrealized +0.7%
LPX Louisiana-Pacific Corp. 0.0%
Value ($000) $9 Shares 320 Est. Cost $22.67 Unrealized +24.6%
TEVA Teva Pharmaceutical Industries Ltd. 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $36.21 Unrealized
India Fund Inc. 0.0%
Value ($000) $8 Shares 445 Est. Cost $22.47 Unrealized
Nuveen Municipal Credit Income Fund 0.0%
Value ($000) $8 Shares 516 Est. Cost $15.50 Unrealized
SPYG SPDR S&P 500 Growth ETF 0.0%
Value ($000) $8 Shares 198 Est. Cost $40.40 Unrealized
General Electric 0.0%
Value ($000) $8 Shares 750 Est. Cost $27.24 Unrealized
ShockWave Medical Inc. 0.0%
Value ($000) $8 Shares 200 Est. Cost $35.00 Unrealized
LARK Landmark Bancorp Inc. 0.0%
Value ($000) $8 Shares 500 Est. Cost $20.15 Unrealized -6.1%
CenturyLink Inc. 0.0%
Value ($000) $8 Shares 664 Est. Cost $14.18 Unrealized
FAST Fastenal Company 0.0%
Value ($000) $7 Shares 200 Est. Cost $11.29 Unrealized +35.5%
SLB Schlumberger Ltd. 0.0%
Value ($000) $7 Shares 188 Est. Cost $51.12 Unrealized -39.9%
Nuveen Quality Municipal Income Fund 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.00 Unrealized
HAL Halliburton Company 0.0%
Value ($000) $7 Shares 300 Est. Cost $42.22 Unrealized -55.5%
NWBI Northwest Bancshares Inc. 0.0%
Value ($000) $7 Shares 450 Est. Cost $10.15 Unrealized +10.4%
Nuveen Maryland Quality Muni. Income Fund 0.0%
Value ($000) $6 Shares 484 Est. Cost $12.40 Unrealized
HIG Hartford Financial Svcs. 0.0%
Value ($000) $6 Shares 100 Est. Cost $41.04 Unrealized +27.6%
SPB Spectrum Brands Holdings Inc. 0.0%
Value ($000) $6 Shares 94 Est. Cost $56.67 Unrealized 0.0%
DE Deere & Company 0.0%
Value ($000) $6 Shares 36 Est. Cost $128.61 Unrealized +22.8%
XLE Energy Select Sector SPDR ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $68.23 Unrealized
DXCM DexCom Inc. 0.0%
Value ($000) $5 Shares 25 Est. Cost $26.05 Unrealized +82.1%
Canopy Growth Corp. 0.0%
Value ($000) $5 Shares 247 Est. Cost $38.06 Unrealized
PTON Peloton Interactive Inc. 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.37 Unrealized +6.2%
NYMXF Nymox Pharmaceutical Corp. 0.0%
Value ($000) $5 Shares 2,500 Est. Cost $3.47 Unrealized -43.1%
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $5 Shares 99 Est. Cost $50.51 Unrealized
SVVC Firsthand Technology Value Fund Inc. 0.0%
Value ($000) $5 Shares 800 Est. Cost $10.93 Unrealized -39.5%
Nuveen Municipal Value Fund Inc. 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
SPYV SPDR S&P 500 Value ETF 0.0%
Value ($000) $4 Shares 117 Est. Cost $34.19 Unrealized
GW Pharmaceuticals 0.0%
Value ($000) $4 Shares 40 Est. Cost $124.73 Unrealized
KHC Kraft Heinz Company 0.0%
Value ($000) $4 Shares 133 Est. Cost $58.70 Unrealized -61.4%
DASAN Zhone Solutions Inc. 0.0%
Value ($000) $4 Shares 500 Est. Cost $6.00 Unrealized
BKLN PowerShares Senior Loan ETF 0.0%
Value ($000) $4 Shares 215 Est. Cost $18.60 Unrealized
USDU WisdomTree Bloomberg US Dollar Bullish ETF 0.0%
Value ($000) $4 Shares 176 Est. Cost $22.73 Unrealized
UAA Under Armour Inc. Class A 0.0%
Value ($000) $3 Shares 150 Est. Cost $31.52 Unrealized -38.4%
FS KKR Capital Corp. 0.0%
Value ($000) $3 Shares 500 Est. Cost $4.00 Unrealized
SPEM SPDR Emerging Markets ETF 0.0%
Value ($000) $3 Shares 88 Est. Cost $34.09 Unrealized
HIMX Himax Technologies Inc. 0.0%
Value ($000) $3 Shares 1,500 Est. Cost $6.00 Unrealized
SIRIUS XM Radio Inc. 0.0%
Value ($000) $3 Shares 430 Est. Cost $5.27 Unrealized
TDC Teradata Corp. 0.0%
Value ($000) $2 Shares 75 Est. Cost $30.31 Unrealized -8.3%
SecureWorks Corp. 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
VYX NCR Corp. 0.0%
Value ($000) $2 Shares 66 Est. Cost $26.39 Unrealized -26.2%
AAL American Airlines Group Inc. 0.0%
Value ($000) $2 Shares 80 Est. Cost $28.37 Unrealized 0.0%
United States Oil ETF 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
Quantum Materials Corp. 0.0%
Value ($000) $2 Shares 91,000 Est. Cost $0.08 Unrealized
SMG The Scotts Miracle-Gro Co. 0.0%
Value ($000) $2 Shares 22 Est. Cost $60.29 Unrealized +34.5%
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
EVH Evolent Health Inc. 0.0%
Value ($000) $1 Shares 200 Est. Cost $19.70 Unrealized -58.8%
DBX Dropbox Inc. 0.0%
Value ($000) $1 Shares 100 Est. Cost $23.28 Unrealized -19.1%
BIDU Baidu Inc. 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
Marathon Oil Corp. 0.0%
Value ($000) $1 Shares 144 Est. Cost $17.27 Unrealized
GlaxoSmithKline plc 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
UA Under Armour Inc. Class C 0.0%
Value ($000) $1 Shares 100 Est. Cost $26.69 Unrealized -34.1%
Transocean Ltd. 0.0%
Value ($000) $1 Shares 165 Est. Cost $12.12 Unrealized
PAWZ ProShares Pet Care ETF 0.0%
Value ($000) $1 Shares 40 Est. Cost $50.00 Unrealized
WAB Wabtec Corp. 0.0%
Value ($000) $1 Shares 16 Est. Cost $69.17 Unrealized +3.2%
Vodafone Group plc 0.0%
Value ($000) $1 Shares 76 Est. Cost $26.32 Unrealized
GAP The Gap Inc. 0.0%
Value ($000) $0 Shares 20 Est. Cost $20.02 Unrealized -30.9%
TM Toyota Motor Corp. 0.0%
Value ($000) $0 Shares 5 Est. Cost $200.00 Unrealized
NOBL ProShares S&P 500 Dividend Aristocrats ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
United States Steel Corp. 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
VEEV Veeva Systems Inc. 0.0%
Value ($000) $0 Shares 3 Est. Cost $145.72 Unrealized +0.8%
Flexion Therapeutics Inc. 0.0%
Value ($000) $0 Shares 23 Est. Cost Unrealized
Frontier Communications Corp. 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
AVEO Pharmaceuticals Inc. 0.0%
Value ($000) $0 Shares 65 Est. Cost Unrealized
Seneca Biopharma Inc. 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
Aurora Cannabis Inc. 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
Aphria Inc. 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
NFG National Fuel Gas Co. 0.0%
Value ($000) $0 Shares 2 Est. Cost $51.80 Unrealized -12.0%
LYFT Lyft Inc. 0.0%
Value ($000) $0 Shares 10 Est. Cost $49.25 Unrealized -11.0%
Match Group Inc. 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
TGT Target Corp. 0.0%
Value ($000) $0 Shares 1 Est. Cost $58.46 Unrealized +70.8%
Alexion Pharmaceuticals Inc. 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
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
LEVI Levi Strauss & Co. 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.99 Unrealized -18.3%
EPAM EPAM Systems Inc. 0.0%
Value ($000) $0 Shares 3 Est. Cost $134.68 Unrealized +46.1%
LEU Centrus Energy Corp. 0.0%
Value ($000) $0 Shares 40 Est. Cost $4.81 Unrealized +17.0%
KSS Kohls Corporation 0.0%
Value ($000) $0 Shares 15 Est. Cost $60.32 Unrealized -15.7%
BLNK Blink Charging Co. 0.0%
Value ($000) $0 Shares 250 Est. Cost $2.08 Unrealized 0.0%
BYND Beyond Meat Inc. 0.0%
Value ($000) $0 Shares 3 Est. Cost $111.57 Unrealized -16.9%