Clearstead Trust, LLC Diversified Active

CIK: 0001708001 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 31, 2019

Total Value ($000): $125,248 (100.0% shares, 0.0% debt)

Holdings (198)

MSFT Microsoft Corp 5.4%
Value ($000) $6,820 Shares 50,912 Est. Cost $57.77 Unrealized +106.9%
V Visa Inc - Class A Shares 3.9%
Value ($000) $4,834 Shares 27,854 Est. Cost $77.19 Unrealized +102.5%
CSCO Cisco Systems Inc 3.7%
Value ($000) $4,623 Shares 84,470 Est. Cost $23.29 Unrealized +94.0%
AMT American Tower Corporation 3.4%
Value ($000) $4,272 Shares 20,895 Est. Cost $135.07 Unrealized +24.5%
PYPL PayPal Holdings, Inc. 3.4%
Value ($000) $4,202 Shares 36,714 Est. Cost $58.92 Unrealized +87.7%
AMZN Amazon 3.2%
Value ($000) $4,066 Shares 2,147 Est. Cost $46.12 Unrealized +102.0%
JNJ Johnson & Johnson 3.2%
Value ($000) $4,026 Shares 28,903 Est. Cost $92.40 Unrealized +24.2%
AAPL Apple Inc 2.9%
Value ($000) $3,580 Shares 18,090 Est. Cost $35.93 Unrealized +29.8%
HD Home Depot Inc 2.7%
Value ($000) $3,377 Shares 16,239 Est. Cost $118.80 Unrealized +42.7%
AWK American Water Works Co Inc 2.7%
Value ($000) $3,336 Shares 28,759 Est. Cost $69.80 Unrealized +39.7%
MCD McDonalds Corp 2.6%
Value ($000) $3,286 Shares 15,826 Est. Cost $136.71 Unrealized +24.2%
KO Coca Cola Co 2.3%
Value ($000) $2,844 Shares 55,857 Est. Cost $37.04 Unrealized +7.8%
BA Boeing Co 2.2%
Value ($000) $2,817 Shares 7,739 Est. Cost $286.14 Unrealized +24.8%
UNH UnitedHealth Group Inc 2.2%
Value ($000) $2,788 Shares 11,425 Est. Cost $141.05 Unrealized +52.8%
Pioneer Nat Res Co 2.1%
Value ($000) $2,685 Shares 17,451 Est. Cost $155.24 Unrealized
VYM Vanguard High Yield Dividend 2.1%
Value ($000) $2,681 Shares 30,677 Est. Cost $78.00 Unrealized
BDX Becton Dickinson and Company 2.1%
Value ($000) $2,654 Shares 10,533 Est. Cost $208.84 Unrealized +0.4%
NEE NextEra Energy Inc. 2.1%
Value ($000) $2,576 Shares 12,572 Est. Cost $38.41 Unrealized +8.8%
L3 Technologies, Inc. 2.1%
Value ($000) $2,573 Shares 10,496 Est. Cost $207.24 Unrealized
GOOGL Alphabet Inc Cl A 1.9%
Value ($000) $2,414 Shares 2,229 Est. Cost $48.83 Unrealized +17.7%
COST Costco Wholesale Corporation 1.9%
Value ($000) $2,409 Shares 9,117 Est. Cost $200.19 Unrealized +13.2%
JPM JP Morgan Chase & Co 1.6%
Value ($000) $2,060 Shares 18,426 Est. Cost $88.89 Unrealized +3.5%
ENVIVA PARTNERS L P 1.5%
Value ($000) $1,912 Shares 60,862 Est. Cost $29.34 Unrealized
XOM ExxonMobil Corp 1.3%
Value ($000) $1,611 Shares 21,029 Est. Cost $58.17 Unrealized -2.2%
AES The AES Corporation 1.2%
Value ($000) $1,524 Shares 90,938 Est. Cost $8.99 Unrealized +48.7%
C CITIGROUP INC 1.1%
Value ($000) $1,430 Shares 20,420 Est. Cost $48.98 Unrealized +8.0%
INTC Intel Corp 1.1%
Value ($000) $1,424 Shares 29,749 Est. Cost $32.74 Unrealized +31.6%
BIP BROOKFIELD INFRASTRUCTURE PART LP 1.1%
Value ($000) $1,410 Shares 32,847 Est. Cost $40.41 Unrealized
Pattern Energy Group Inc. 1.0%
Value ($000) $1,296 Shares 56,108 Est. Cost $19.63 Unrealized
NEM Newmont Mining Corp 1.0%
Value ($000) $1,271 Shares 33,031 Est. Cost $27.38 Unrealized +2.1%
Magellan Midstream Partners 1.0%
Value ($000) $1,261 Shares 19,700 Est. Cost $75.62 Unrealized
DIN DINE BRANDS GLOBAL INC 0.8%
Value ($000) $1,039 Shares 10,880 Est. Cost $52.96 Unrealized +32.3%
BRK/B Berkshire Hathaway Inc CL B 0.8%
Value ($000) $1,025 Shares 4,808 Est. Cost $191.09 Unrealized +8.3%
CEDAR FAIR LP 0.8%
Value ($000) $987 Shares 20,687 Est. Cost $57.97 Unrealized
MKL MARKEL CORP 0.8%
Value ($000) $984 Shares 903 Est. Cost $1001.64 Unrealized +4.6%
CITY OFFICE REIT INC 0.8%
Value ($000) $971 Shares 80,980 Est. Cost $12.60 Unrealized
MacQuarie Infrastructure Corp 0.8%
Value ($000) $966 Shares 23,832 Est. Cost $49.82 Unrealized
KMX CARMAX INC 0.8%
Value ($000) $940 Shares 10,820 Est. Cost $59.64 Unrealized +31.1%
CAT Caterpillar Inc 0.7%
Value ($000) $913 Shares 6,698 Est. Cost $75.99 Unrealized +50.9%
PFE Pfizer Inc 0.7%
Value ($000) $899 Shares 20,750 Est. Cost $21.23 Unrealized +37.7%
PG Procter & Gamble Co 0.7%
Value ($000) $868 Shares 7,913 Est. Cost $73.66 Unrealized +22.9%
IVV iShares Core S&P 500 0.6%
Value ($000) $795 Shares 2,698 Est. Cost $260.19 Unrealized
DENNYS CORP 0.6%
Value ($000) $793 Shares 38,615 Est. Cost $17.10 Unrealized
DLTR DOLLAR TREE INC 0.6%
Value ($000) $769 Shares 7,160 Est. Cost $83.21 Unrealized +26.4%
T AT&T Inc 0.6%
Value ($000) $711 Shares 21,230 Est. Cost $15.42 Unrealized -2.2%
PEP Pepsico Inc 0.6%
Value ($000) $701 Shares 5,345 Est. Cost $81.36 Unrealized +28.7%
DUK Duke Energy Corp 0.5%
Value ($000) $677 Shares 7,670 Est. Cost $58.69 Unrealized +15.5%
BAX Baxter International Inc. 0.5%
Value ($000) $651 Shares 7,949 Est. Cost $41.41 Unrealized +65.4%
LANDMARK INFRASTRUCTURE PARTNERS LP 0.5%
Value ($000) $648 Shares 38,440 Est. Cost $16.81 Unrealized
GOOG Alphabet Inc CL C 0.5%
Value ($000) $577 Shares 534 Est. Cost $47.37 Unrealized +20.9%
STWD Starwood Property Trust Inc REIT 0.5%
Value ($000) $571 Shares 25,118 Est. Cost $22.02 Unrealized
AVB AvalonBay Communities Inc 0.5%
Value ($000) $569 Shares 2,800 Est. Cost $123.37 Unrealized +30.3%
ZAYO GROUP HOLDINGS INC 0.4%
Value ($000) $551 Shares 16,730 Est. Cost $26.41 Unrealized
HSIC SCHEIN HENRY INC 0.4%
Value ($000) $546 Shares 7,815 Est. Cost $60.29 Unrealized +9.6%
ED Consolidated Edison Inc 0.4%
Value ($000) $542 Shares 6,185 Est. Cost $52.92 Unrealized +28.2%
ORLY O REILLY AUTOMOTIVE INC 0.4%
Value ($000) $529 Shares 1,433 Est. Cost $15.83 Unrealized +60.0%
IBM Intl. Business Machines Corp 0.4%
Value ($000) $529 Shares 3,835 Est. Cost $102.69 Unrealized -4.0%
OLED UNIVERSAL DISPLAY CORPORATION 0.4%
Value ($000) $512 Shares 2,725 Est. Cost $59.77 Unrealized +164.6%
HE Hawaiian Electric Industries 0.4%
Value ($000) $488 Shares 11,200 Est. Cost $31.64 Unrealized +32.5%
BROOKFIELD PROPERTY REIT INC 0.4%
Value ($000) $488 Shares 25,850 Est. Cost $16.46 Unrealized
RITM NEW RESIDENTIAL INVESTMENT CORP 0.4%
Value ($000) $481 Shares 31,230 Est. Cost $15.41 Unrealized
ORI Old Republic International Corp 0.4%
Value ($000) $479 Shares 21,400 Est. Cost $10.84 Unrealized +16.2%
PBA Pembina Pipeline Corp 0.4%
Value ($000) $465 Shares 12,500 Est. Cost $18.66 Unrealized +34.6%
MA Mastercard Inc CL A 0.4%
Value ($000) $460 Shares 1,740 Est. Cost $103.92 Unrealized +132.2%
CPRT COPART INC 0.4%
Value ($000) $443 Shares 5,930 Est. Cost $14.25 Unrealized +20.4%
OKE Oneok Inc 0.3%
Value ($000) $432 Shares 6,276 Est. Cost $30.68 Unrealized +43.0%
WM Waste Management Inc 0.3%
Value ($000) $431 Shares 3,738 Est. Cost $58.30 Unrealized +66.8%
EQR Equity Residential 0.3%
Value ($000) $414 Shares 5,450 Est. Cost $44.04 Unrealized +34.7%
Spinnaker Realty Fund, L.P. 0.3%
Value ($000) $387 Shares 387,158 Est. Cost $0.25 Unrealized
MO Altria Group Inc 0.3%
Value ($000) $376 Shares 7,940 Est. Cost $35.52 Unrealized -12.9%
DD DuPont de Nemours Inc 0.3%
Value ($000) $364 Shares 4,843 Est. Cost $27.24 Unrealized 0.0%
TRUP TRUPANION INC 0.3%
Value ($000) $361 Shares 9,995 Est. Cost $33.70 Unrealized -2.5%
VWO Vanguard FTSE Emerging Markets 0.3%
Value ($000) $351 Shares 8,254 Est. Cost $38.04 Unrealized
PM Philip Morris International 0.3%
Value ($000) $341 Shares 4,348 Est. Cost $58.38 Unrealized -0.2%
CMCSA Comcast Corp CL A 0.3%
Value ($000) $330 Shares 7,800 Est. Cost $29.89 Unrealized +18.9%
RYN Rayonier, Inc. 0.3%
Value ($000) $323 Shares 10,650 Est. Cost $13.62 Unrealized
WEC WEC Energy Group Inc 0.2%
Value ($000) $306 Shares 3,675 Est. Cost $45.14 Unrealized +43.9%
BROOKFIELD ASSET MANAGE CL A 0.2%
Value ($000) $301 Shares 6,291 Est. Cost $44.25 Unrealized
STORE CAPITAL CORP 0.2%
Value ($000) $300 Shares 9,030 Est. Cost $28.53 Unrealized
ELV Anthem Inc 0.2%
Value ($000) $299 Shares 1,059 Est. Cost $125.50 Unrealized +99.1%
BEP BROOKFIELD RENEWABLE PARTNERS L.P. 0.2%
Value ($000) $290 Shares 8,397 Est. Cost $28.19 Unrealized
FGZXX First American Government Obligations Fund 0.2%
Value ($000) $285 Shares 284,594 Est. Cost $1.00 Unrealized
OGS One Gas Inc 0.2%
Value ($000) $275 Shares 3,050 Est. Cost $60.73 Unrealized +45.7%
PPG PPG Industries Inc. 0.2%
Value ($000) $268 Shares 2,300 Est. Cost $81.13 Unrealized +23.7%
NFLX Netflix.com Inc. 0.2%
Value ($000) $267 Shares 728 Est. Cost $29.94 Unrealized +20.5%
MDLZ Mondelez International Inc 0.2%
Value ($000) $263 Shares 4,875 Est. Cost $34.70 Unrealized +27.1%
AEP American Elec Pwr Inc 0.2%
Value ($000) $260 Shares 2,952 Est. Cost $56.59 Unrealized +20.6%
WELL Welltower Inc. 0.2%
Value ($000) $248 Shares 3,040 Est. Cost $46.50 Unrealized +37.6%
DOW Dow Inc. 0.2%
Value ($000) $239 Shares 4,843 Est. Cost $36.37 Unrealized 0.0%
QQQ MFC Invesco QQQ Trust Unit Ser 1 0.2%
Value ($000) $232 Shares 1,245 Est. Cost $171.84 Unrealized
COVETRUS INC NPV 0.2%
Value ($000) $229 Shares 9,352 Est. Cost $31.86 Unrealized
KMB Kimberly Clark Corp 0.2%
Value ($000) $223 Shares 1,675 Est. Cost $83.79 Unrealized +22.0%
IWF iShares Russell 1000 Growth ETF 0.2%
Value ($000) $206 Shares 1,311 Est. Cost $131.20 Unrealized
NSRGY Nestle S A Sponsored ADR 0.2%
Value ($000) $202 Shares 1,950 Est. Cost $86.99 Unrealized
IWR IShares Russell Mid Cap ETF 0.2%
Value ($000) $196 Shares 3,500 Est. Cost $46.45 Unrealized
MMM 3M Company 0.2%
Value ($000) $191 Shares 1,100 Est. Cost $115.86 Unrealized +4.1%
NVS Novartis AG ADR 0.2%
Value ($000) $189 Shares 2,075 Est. Cost $73.71 Unrealized
ABT Abbott Labs 0.1%
Value ($000) $184 Shares 2,193 Est. Cost $54.67 Unrealized +28.4%
KHC THE KRAFT HEINZ CO 0.1%
Value ($000) $176 Shares 5,660 Est. Cost $29.41 Unrealized -22.4%
IHI IShares US Medical Devices ETF 0.1%
Value ($000) $157 Shares 652 Est. Cost $200.00 Unrealized
PSA Public Storage Inc 0.1%
Value ($000) $155 Shares 650 Est. Cost $149.30 Unrealized +16.4%
BABA ALIBABA GROUP HOLDING LTD A D R 0.1%
Value ($000) $153 Shares 900 Est. Cost $144.33 Unrealized
EPD Enterprise Products Partners 0.1%
Value ($000) $150 Shares 5,200 Est. Cost $27.22 Unrealized
CTVA Corteva, Inc. 0.1%
Value ($000) $143 Shares 4,843 Est. Cost $25.02 Unrealized 0.0%
LNG Cheniere Energy Inc 0.1%
Value ($000) $137 Shares 2,000 Est. Cost $61.56 Unrealized +7.5%
IWO IShares Russell 2000 Growth ETF 0.1%
Value ($000) $131 Shares 650 Est. Cost $167.69 Unrealized
WHR Whirlpool Corp 0.1%
Value ($000) $128 Shares 900 Est. Cost $165.47 Unrealized -19.0%
OPRX OPTIMIZERX CORP 0.1%
Value ($000) $126 Shares 7,795 Est. Cost $13.50 Unrealized 0.0%
CB Chubb Limited 0.1%
Value ($000) $118 Shares 800 Est. Cost $116.59 Unrealized +11.0%
CVX Chevron Corporation 0.1%
Value ($000) $118 Shares 950 Est. Cost $79.23 Unrealized +13.9%
LLY Lilly Eli & Co 0.1%
Value ($000) $111 Shares 1,000 Est. Cost $73.70 Unrealized +46.6%
MRK Merck & Co Inc 0.1%
Value ($000) $100 Shares 1,194 Est. Cost $45.35 Unrealized +37.0%
GIS General Mills Inc 0.1%
Value ($000) $92 Shares 1,760 Est. Cost $44.58 Unrealized -7.5%
SYK Stryker Corporation 0.1%
Value ($000) $87 Shares 425 Est. Cost $154.79 Unrealized +14.9%
DSI I Shares MSCI KLD 400 Social ETF 0.1%
Value ($000) $84 Shares 772 Est. Cost $102.19 Unrealized
IDXX Idexx Labs, Inc. 0.1%
Value ($000) $83 Shares 300 Est. Cost $205.02 Unrealized +20.2%
LOW Lowes Cos Inc 0.1%
Value ($000) $81 Shares 800 Est. Cost $78.69 Unrealized +18.8%
XLK Technology Select Sector SPDR ETF 0.1%
Value ($000) $78 Shares 1,000 Est. Cost $62.00 Unrealized
Raytheon Company 0.1%
Value ($000) $77 Shares 440 Est. Cost $194.68 Unrealized
XLI Industrial Select Sector SPDR ETF 0.1%
Value ($000) $77 Shares 1,000 Est. Cost $64.00 Unrealized
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $75 Shares 256 Est. Cost $218.23 Unrealized +24.0%
SDY SPDR S&P Dividend ETF 0.1%
Value ($000) $71 Shares 700 Est. Cost $90.00 Unrealized
United Technologies Corp 0.1%
Value ($000) $65 Shares 500 Est. Cost $113.43 Unrealized
Aqua America, Inc. 0.0%
Value ($000) $62 Shares 1,500 Est. Cost $34.00 Unrealized
ABBV AbbVie Inc. 0.0%
Value ($000) $58 Shares 800 Est. Cost $57.56 Unrealized +3.2%
MCHP Microchip Technology Inc 0.0%
Value ($000) $56 Shares 650 Est. Cost $40.19 Unrealized -2.5%
CVS CVS Health Corp 0.0%
Value ($000) $52 Shares 960 Est. Cost $55.43 Unrealized -21.4%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $50 Shares 300 Est. Cost $107.77 Unrealized +30.8%
AMGN Amgen Inc. 0.0%
Value ($000) $50 Shares 270 Est. Cost $140.24 Unrealized +4.2%
INTERNAP CORP 0.0%
Value ($000) $48 Shares 15,979 Est. Cost $11.63 Unrealized
BMY Bristol Myers Squibb Co 0.0%
Value ($000) $48 Shares 1,060 Est. Cost $40.63 Unrealized -11.1%
VZ Verizon Communications 0.0%
Value ($000) $47 Shares 820 Est. Cost $32.21 Unrealized +24.3%
PNC PNC Financial Services Group 0.0%
Value ($000) $45 Shares 330 Est. Cost $111.60 Unrealized -6.7%
STZ Constellation Brands Inc. Cl A 0.0%
Value ($000) $41 Shares 209 Est. Cost $197.02 Unrealized -11.1%
COP ConocoPhillips 0.0%
Value ($000) $40 Shares 650 Est. Cost $51.80 Unrealized -4.9%
VOO Vanguard 500 ETF 0.0%
Value ($000) $38 Shares 140 Est. Cost $250.31 Unrealized
XYZ Square, Inc. 0.0%
Value ($000) $38 Shares 521 Est. Cost $59.17 Unrealized +18.1%
WEX Wex Inc 0.0%
Value ($000) $35 Shares 169 Est. Cost $178.33 Unrealized +12.8%
CyberArk Software Ltd 0.0%
Value ($000) $33 Shares 255 Est. Cost $121.57 Unrealized
WFC Wells Fargo & Co 0.0%
Value ($000) $31 Shares 647 Est. Cost $39.89 Unrealized -2.0%
CAC Camden National Corp 0.0%
Value ($000) $30 Shares 658 Est. Cost $33.62 Unrealized -0.7%
PSX Phillips 66 0.0%
Value ($000) $30 Shares 325 Est. Cost $83.14 Unrealized -17.6%
SO Southern Company 0.0%
Value ($000) $28 Shares 503 Est. Cost $41.35 Unrealized 0.0%
ALC Alcon Inc. 0.0%
Value ($000) $26 Shares 415 Est. Cost $57.87 Unrealized 0.0%
INTU Intuit 0.0%
Value ($000) $24 Shares 93 Est. Cost $221.02 Unrealized +10.2%
ADBE Adobe Systems Incorporated 0.0%
Value ($000) $24 Shares 80 Est. Cost $236.55 Unrealized +17.4%
Citigroup Global Mkts Hlds Inc 0.0%
Value ($000) $24 Shares 2,500 Est. Cost $8.40 Unrealized
WMT Walmart Stores Inc 0.0%
Value ($000) $22 Shares 200 Est. Cost $28.34 Unrealized +10.5%
TRNO Terreno Realty Corp REIT 0.0%
Value ($000) $21 Shares 426 Est. Cost $37.56 Unrealized
CRM Salesforce.com Inc. 0.0%
Value ($000) $21 Shares 136 Est. Cost $142.26 Unrealized +8.8%
SSNC Ss&c Technologies Hldgs Inc 0.0%
Value ($000) $19 Shares 322 Est. Cost $55.62 Unrealized +8.4%
HSBC USA Inc 0.0%
Value ($000) $19 Shares 2,500 Est. Cost $8.40 Unrealized
VMC Vulcan Materials Company 0.0%
Value ($000) $17 Shares 127 Est. Cost $115.27 Unrealized +4.6%
Suntrust Banks Inc 0.0%
Value ($000) $15 Shares 242 Est. Cost $65.52 Unrealized
SKY Skyline Corporation 0.0%
Value ($000) $14 Shares 495 Est. Cost $28.77 Unrealized -20.9%
ADR Micro Focus Intl PLC ADS 0.0%
Value ($000) $14 Shares 525 Est. Cost $26.67 Unrealized
CI Cigna Corp 0.0%
Value ($000) $12 Shares 75 Est. Cost $143.34 Unrealized 0.0%
General Electric Corp 0.0%
Value ($000) $12 Shares 1,100 Est. Cost $27.44 Unrealized
Fortress Trans & Infr Investors LLC 0.0%
Value ($000) $11 Shares 760 Est. Cost $13.30 Unrealized
EEM iShares MSCI Emerging Markets 0.0%
Value ($000) $11 Shares 250 Est. Cost $44.00 Unrealized
Rhinomed LTD Australian Exchange 0.0%
Value ($000) $10 Shares 61,131 Est. Cost $0.13 Unrealized
NOW Servicenow Inc 0.0%
Value ($000) $10 Shares 37 Est. Cost $52.56 Unrealized 0.0%
Core Laboratories NV 0.0%
Value ($000) $10 Shares 200 Est. Cost $125.00 Unrealized
EXPE Expedia Inc. 0.0%
Value ($000) $9 Shares 67 Est. Cost $112.77 Unrealized +7.1%
Patriot Transportation Holdings, Inc. 0.0%
Value ($000) $8 Shares 500 Est. Cost $22.00 Unrealized
Reality Shares Nasdaq NexGen Economy ETF 0.0%
Value ($000) $7 Shares 312 Est. Cost $25.64 Unrealized
MDY SPDR S&P MidCap 400 ETF 0.0%
Value ($000) $6 Shares 18 Est. Cost $333.33 Unrealized
EOG EOG Res Inc 0.0%
Value ($000) $6 Shares 61 Est. Cost $87.81 Unrealized -19.9%
GS Finance Corp 0.0%
Value ($000) $6 Shares 2,500 Est. Cost $4.80 Unrealized
DIS Walt Disney Co New 0.0%
Value ($000) $5 Shares 37 Est. Cost $128.01 Unrealized 0.0%
FDX Fedex Corporation 0.0%
Value ($000) $5 Shares 30 Est. Cost $215.41 Unrealized -28.1%
META Facebook Inc-A 0.0%
Value ($000) $5 Shares 25 Est. Cost $181.44 Unrealized 0.0%
FleetCor Technologies, Inc. 0.0%
Value ($000) $4 Shares 16 Est. Cost $229.17 Unrealized
INCY Incyte Corp 0.0%
Value ($000) $4 Shares 46 Est. Cost $80.26 Unrealized 0.0%
TSM Taiwan Semiconductor Manufacturing 0.0%
Value ($000) $3 Shares 76 Est. Cost $39.47 Unrealized
Linde PLC 0.0%
Value ($000) $3 Shares 13 Est. Cost $156.36 Unrealized
Senior Housing Property Trust 0.0%
Value ($000) $2 Shares 294 Est. Cost $17.99 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $2 Shares 44 Est. Cost $66.34 Unrealized -26.4%
CLCL Calcol Inc. 0.0%
Value ($000) $2 Shares 393,334 Est. Cost $0.01 Unrealized -28.1%
CMG Chipotle Mexican Grill, Inc. 0.0%
Value ($000) $1 Shares 2 Est. Cost $11.60 Unrealized +21.5%
VTI Vanguard Total Stock Market ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
VEU Vanguard FTSE All-World ex US ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
BX The Blackstone Group Inc. 0.0%
Value ($000) $1 Shares 30 Est. Cost $31.77 Unrealized 0.0%
SPY SPDR S&P 500 EFT 0.0%
Value ($000) $1 Shares 5 Est. Cost $249.96 Unrealized
Apollo Global Management LLC 0.0%
Value ($000) $1 Shares 23 Est. Cost $21.74 Unrealized
SLB Schlumberger LTD 0.0%
Value ($000) $1 Shares 35 Est. Cost $55.08 Unrealized -38.9%
Och-Ziff Capital Management 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
DES Wisdom Tree SmallCap Dividend ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
Sanofi Contingent Value Rights 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
INVH Invitation Homes Inc. 0.0%
Value ($000) $0 Shares 14 Est. Cost $18.40 Unrealized +14.9%
Arlington Asset Investment Corp. 0.0%
Value ($000) $0 Shares 40 Est. Cost $11.76 Unrealized
MX Magnachip Semiconductor Corp 0.0%
Value ($000) $0 Shares 35 Est. Cost $10.35 Unrealized -11.7%
North American Palladium Ltd 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
TKVR EVCI Career Colleges Holding Corp. 0.0%
Value ($000) $0 Shares 3,334 Est. Cost $0.00 Unrealized +484.1%
WAB Wabtec Corp. 0.0%
Value ($000) $0 Shares 4 Est. Cost $69.17 Unrealized -1.5%
Emergent Capital 0.0%
Value ($000) $0 Shares 300 Est. Cost Unrealized
BP Prudhoe Bay Royalty Trust 0.0%
Value ($000) $0 Shares 24 Est. Cost $41.67 Unrealized