Bogart Wealth, LLC Diversified Active

CIK: 0001715740 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 16, 2018

Total Value ($000): $172,700 (100.0% shares, 0.0% debt)

Holdings (341)

XOM EXXON MOBIL CORP COM 15.6%
Value ($000) $26,971 Shares 317,231 Est. Cost $56.43 Unrealized +3.1%
VOO VANGUARD S&P 500 ETF 15.5%
Value ($000) $26,800 Shares 100,356 Est. Cost $228.49 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 12.6%
Value ($000) $21,740 Shares 292,756 Est. Cost $60.77 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 6.1%
Value ($000) $10,609 Shares 196,689 Est. Cost $47.18 Unrealized
CSCO CISCO SYS INC COM 1.6%
Value ($000) $2,734 Shares 56,191 Est. Cost $25.93 Unrealized +39.0%
MRK MERCK & CO INC COM 1.4%
Value ($000) $2,494 Shares 35,157 Est. Cost $44.38 Unrealized +14.1%
CAT CATERPILLAR INC DEL COM 1.4%
Value ($000) $2,400 Shares 15,739 Est. Cost $83.96 Unrealized +43.5%
BMO BANK MONTREAL QUE COM 1.4%
Value ($000) $2,391 Shares 28,970 Est. Cost $48.97 Unrealized +20.5%
LMT LOCKHEED MARTIN CORP COM 1.3%
Value ($000) $2,304 Shares 6,659 Est. Cost $214.83 Unrealized +23.0%
ROYAL DUTCH SHELL PLC SPON ADR B 1.3%
Value ($000) $2,270 Shares 32,004 Est. Cost $59.24 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 1.3%
Value ($000) $2,262 Shares 42,367 Est. Cost $31.00 Unrealized +15.0%
CVX CHEVRON CORP NEW COM 1.3%
Value ($000) $2,257 Shares 18,457 Est. Cost $76.18 Unrealized +15.4%
ETN EATON CORP PLC SHS 1.3%
Value ($000) $2,161 Shares 24,919 Est. Cost $65.06 Unrealized +9.3%
SCHB SCHWAB U.S. BROAD MARKET ETF 1.2%
Value ($000) $2,123 Shares 30,159 Est. Cost $62.25 Unrealized
WELL WELLTOWER INC COM 1.2%
Value ($000) $2,113 Shares 32,851 Est. Cost $48.51 Unrealized +4.6%
SPG SIMON PPTY GROUP INC NEW COM 1.2%
Value ($000) $2,071 Shares 11,719 Est. Cost $108.41 Unrealized +9.2%
ABBV ABBVIE INC COM 1.2%
Value ($000) $2,045 Shares 21,619 Est. Cost $48.59 Unrealized +42.3%
GLAXOSMITHKLINE PLC SPONSORED ADR 1.2%
Value ($000) $2,028 Shares 50,496 Est. Cost $39.54 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 1.2%
Value ($000) $1,997 Shares 17,942 Est. Cost $77.82 Unrealized +4.5%
EPD ENTERPRISE PRODS PARTNERS L P COM 1.2%
Value ($000) $1,991 Shares 69,314 Est. Cost $26.99 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 1.1%
Value ($000) $1,959 Shares 24,481 Est. Cost $55.15 Unrealized +8.9%
DLR DIGITAL RLTY TR INC COM 1.1%
Value ($000) $1,952 Shares 17,350 Est. Cost $76.32 Unrealized +21.3%
AEP AMERICAN ELEC PWR INC COM 1.1%
Value ($000) $1,934 Shares 27,284 Est. Cost $47.74 Unrealized +15.0%
MO ALTRIA GROUP INC COM 1.1%
Value ($000) $1,934 Shares 32,066 Est. Cost $35.13 Unrealized -4.5%
HSBC HSBC HLDGS PLC SPON ADR NEW 1.1%
Value ($000) $1,911 Shares 43,440 Est. Cost $42.29 Unrealized
BCE BCE INC COM NEW 1.0%
Value ($000) $1,774 Shares 43,786 Est. Cost $26.16 Unrealized -1.0%
IHI ISHARES U.S. MEDICAL DEVICES ETF 1.0%
Value ($000) $1,765 Shares 7,759 Est. Cost $159.69 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 1.0%
Value ($000) $1,699 Shares 25,095 Est. Cost $71.89 Unrealized
AAPL APPLE INC COM 0.9%
Value ($000) $1,472 Shares 6,519 Est. Cost $31.18 Unrealized +58.0%
PSCH INVESCO S&P SMALLCAP HEALTH CARE PORTFOLIO 0.8%
Value ($000) $1,321 Shares 9,408 Est. Cost $128.68 Unrealized
QQQ INVESCO QQQ TRUST 0.8%
Value ($000) $1,320 Shares 7,106 Est. Cost $171.55 Unrealized
ETFMG PRIME CYBER SECURITY ETF 0.7%
Value ($000) $1,205 Shares 30,019 Est. Cost $36.96 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.7%
Value ($000) $1,200 Shares 10,086 Est. Cost $118.89 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.7%
Value ($000) $1,187 Shares 15,753 Est. Cost $53.50 Unrealized
MSFT MICROSOFT CORP COM 0.6%
Value ($000) $1,034 Shares 9,036 Est. Cost $75.08 Unrealized +34.3%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $997 Shares 7,216 Est. Cost $93.66 Unrealized +15.4%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $934 Shares 5,581 Est. Cost $126.02 Unrealized +7.0%
AMGN AMGEN INC COM 0.5%
Value ($000) $853 Shares 4,115 Est. Cost $131.46 Unrealized +19.7%
EMR EMERSON ELEC CO COM 0.4%
Value ($000) $720 Shares 9,396 Est. Cost $45.97 Unrealized +34.8%
QCOM QUALCOMM INC COM 0.4%
Value ($000) $697 Shares 9,677 Est. Cost $48.40 Unrealized +12.9%
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $646 Shares 6,562 Est. Cost $66.30 Unrealized +15.1%
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $643 Shares 3,838 Est. Cost $31.53 Unrealized +12.5%
T AT&T INC COM 0.4%
Value ($000) $643 Shares 19,139 Est. Cost $15.36 Unrealized -5.8%
KO COCA COLA CO COM 0.4%
Value ($000) $629 Shares 13,613 Est. Cost $32.43 Unrealized +11.9%
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $625 Shares 2,350 Est. Cost $190.51 Unrealized +21.1%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $584 Shares 5,443 Est. Cost $79.06 Unrealized +14.2%
ORCL ORACLE CORP COM 0.3%
Value ($000) $581 Shares 11,276 Est. Cost $34.14 Unrealized +27.7%
FTXN FIRST TRUST NASDAQ OIL & GAS ETF 0.3%
Value ($000) $572 Shares 22,862 Est. Cost $25.02 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $570 Shares 4,882 Est. Cost $81.23 Unrealized +8.9%
TD TORONTO DOMINION BK ONT COM NEW 0.3%
Value ($000) $570 Shares 9,374 Est. Cost $57.33 Unrealized +3.9%
MMM 3M CO COM 0.3%
Value ($000) $564 Shares 2,675 Est. Cost $142.20 Unrealized -7.0%
NUE NUCOR CORP COM 0.3%
Value ($000) $562 Shares 8,861 Est. Cost $55.60 Unrealized -1.8%
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $554 Shares 6,798 Est. Cost $63.27 Unrealized -12.3%
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $548 Shares 10,373 Est. Cost $39.07 Unrealized +0.1%
AMZN AMAZON COM INC COM 0.3%
Value ($000) $473 Shares 236 Est. Cost $55.76 Unrealized +68.6%
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value ($000) $400 Shares 6,914 Est. Cost $49.37 Unrealized
ADBE ADOBE SYS INC COM 0.2%
Value ($000) $390 Shares 1,444 Est. Cost $136.92 Unrealized +88.3%
V VISA INC COM CL A 0.2%
Value ($000) $354 Shares 2,361 Est. Cost $102.42 Unrealized +31.9%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $307 Shares 2,913 Est. Cost $105.64 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $292 Shares 242 Est. Cost $48.97 Unrealized +22.7%
META FACEBOOK INC CL A 0.2%
Value ($000) $279 Shares 1,696 Est. Cost $172.25 Unrealized +4.4%
ALERIAN MLP ETF 0.2%
Value ($000) $278 Shares 25,996 Est. Cost $12.30 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $275 Shares 1,227 Est. Cost $196.34 Unrealized +0.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $275 Shares 4,295 Est. Cost $63.95 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $266 Shares 1,241 Est. Cost $186.19 Unrealized +10.2%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $250 Shares 6,088 Est. Cost $38.14 Unrealized
VFC V F CORP COM 0.1%
Value ($000) $244 Shares 2,610 Est. Cost $62.80 Unrealized +35.8%
IMO IMPERIAL OIL LTD COM NEW 0.1%
Value ($000) $243 Shares 7,500 Est. Cost $25.26 Unrealized +4.3%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $211 Shares 1,279 Est. Cost $181.40 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $207 Shares 2,440 Est. Cost $52.25 Unrealized +39.7%
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $199 Shares 1,705 Est. Cost $98.13 Unrealized +8.6%
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $194 Shares 1,335 Est. Cost $103.90 Unrealized +21.7%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $194 Shares 2,328 Est. Cost $65.92 Unrealized +2.8%
BAC BANK AMER CORP COM 0.1%
Value ($000) $183 Shares 6,216 Est. Cost $21.92 Unrealized +16.2%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $180 Shares 618 Est. Cost $223.53 Unrealized
WORLDPAY INC CL A 0.1%
Value ($000) $176 Shares 1,738 Est. Cost $82.61 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.1%
Value ($000) $170 Shares 2,207 Est. Cost $66.22 Unrealized +6.1%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $169 Shares 3,208 Est. Cost $40.08 Unrealized +16.0%
BA BOEING CO COM 0.1%
Value ($000) $162 Shares 435 Est. Cost $220.44 Unrealized +53.8%
SCHW SCHWAB CHARLES CORP NEW COM 0.1%
Value ($000) $161 Shares 3,283 Est. Cost $44.15 Unrealized +4.3%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $155 Shares 1,035 Est. Cost $145.57 Unrealized
AMERIGAS PARTNERS L P UNIT L P INT 0.1%
Value ($000) $155 Shares 3,927 Est. Cost $47.75 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $154 Shares 3,259 Est. Cost $29.59 Unrealized +40.3%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $149 Shares 2,114 Est. Cost $53.44 Unrealized -4.6%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $148 Shares 663 Est. Cost $186.50 Unrealized +7.4%
CMP COMPASS MINERALS INTL INC COM 0.1%
Value ($000) $144 Shares 2,150 Est. Cost $56.59 Unrealized -5.9%
PFE PFIZER INC COM 0.1%
Value ($000) $144 Shares 3,265 Est. Cost $21.80 Unrealized +26.8%
HD HOME DEPOT INC COM 0.1%
Value ($000) $141 Shares 682 Est. Cost $129.03 Unrealized +30.2%
DHR DANAHER CORP DEL COM 0.1%
Value ($000) $138 Shares 1,266 Est. Cost $75.62 Unrealized +16.4%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $136 Shares 580 Est. Cost $155.51 Unrealized +30.6%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $128 Shares 3,310 Est. Cost $49.46 Unrealized -17.7%
MASI MASIMO CORP COM 0.1%
Value ($000) $127 Shares 1,021 Est. Cost $89.32 Unrealized +24.2%
PIMCO DYNMIC CREDIT AND MRT IN COM SHS 0.1%
Value ($000) $123 Shares 5,103 Est. Cost $23.28 Unrealized
CANADIAN PAC RY LTD COM 0.1%
Value ($000) $121 Shares 571 Est. Cost $175.18 Unrealized
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $118 Shares 1,078 Est. Cost $77.99 Unrealized +21.1%
HUBB HUBBELL INC COM 0.1%
Value ($000) $117 Shares 875 Est. Cost $100.34 Unrealized +5.5%
FTV FORTIVE CORP COM 0.1%
Value ($000) $116 Shares 1,382 Est. Cost $43.49 Unrealized +14.4%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $114 Shares 1,450 Est. Cost $56.46 Unrealized +0.1%
MELI MERCADOLIBRE INC COM 0.1%
Value ($000) $110 Shares 323 Est. Cost $290.76 Unrealized +16.5%
WY WEYERHAEUSER CO COM 0.1%
Value ($000) $108 Shares 3,332 Est. Cost $22.57 Unrealized +14.8%
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $107 Shares 612 Est. Cost $43.43 Unrealized +12.6%
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $105 Shares 488 Est. Cost $185.06 Unrealized +1.9%
VTR VENTAS INC COM 0.1%
Value ($000) $104 Shares 1,912 Est. Cost $42.59 Unrealized -0.0%
SEAGATE TECHNOLOGY PLC SHS 0.1%
Value ($000) $99 Shares 2,100 Est. Cost $33.81 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $99 Shares 1,602 Est. Cost $43.26 Unrealized +4.0%
PRAXAIR INC COM 0.1%
Value ($000) $97 Shares 601 Est. Cost $141.43 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $96 Shares 6,966 Est. Cost $15.19 Unrealized
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $96 Shares 8,502 Est. Cost $27.49 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.1%
Value ($000) $92 Shares 805 Est. Cost $50.29 Unrealized +67.5%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $90 Shares 598 Est. Cost $97.52 Unrealized +3.8%
WMT WALMART INC COM 0.1%
Value ($000) $87 Shares 931 Est. Cost $23.51 Unrealized +16.3%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $83 Shares 613 Est. Cost $115.59 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $82 Shares 209 Est. Cost $256.81 Unrealized +43.7%
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $80 Shares 494 Est. Cost $135.54 Unrealized
RAYTHEON CO COM NEW 0.0%
Value ($000) $80 Shares 385 Est. Cost $191.33 Unrealized
BNS BANK N S HALIFAX COM 0.0%
Value ($000) $78 Shares 1,305 Est. Cost $40.31 Unrealized -2.1%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $74 Shares 586 Est. Cost $123.46 Unrealized
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $74 Shares 5,149 Est. Cost $15.15 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $74 Shares 1,688 Est. Cost $33.82 Unrealized +1.3%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $69 Shares 609 Est. Cost $121.37 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $68 Shares 2,294 Est. Cost $29.02 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $68 Shares 2,113 Est. Cost $23.74 Unrealized -7.4%
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value ($000) $66 Shares 3,253 Est. Cost $21.40 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $66 Shares 329 Est. Cost $166.09 Unrealized
WESTPAC BKG CORP SPONSORED ADR 0.0%
Value ($000) $64 Shares 3,203 Est. Cost $25.18 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $61 Shares 1,811 Est. Cost $31.16 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $61 Shares 1,419 Est. Cost $43.22 Unrealized -19.1%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $61 Shares 800 Est. Cost $58.47 Unrealized +3.3%
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 0.0%
Value ($000) $60 Shares 2,676 Est. Cost $18.05 Unrealized
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $59 Shares 525 Est. Cost $76.34 Unrealized +21.3%
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $59 Shares 326 Est. Cost $152.41 Unrealized
NNN NATIONAL RETAIL PPTYS INC COM 0.0%
Value ($000) $59 Shares 1,326 Est. Cost $42.18 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $58 Shares 756 Est. Cost $70.25 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $58 Shares 507 Est. Cost $70.20 Unrealized +29.7%
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.0%
Value ($000) $58 Shares 718 Est. Cost $84.90 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $58 Shares 475 Est. Cost $158.62 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.0%
Value ($000) $57 Shares 436 Est. Cost $107.51 Unrealized +2.3%
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $56 Shares 3,000 Est. Cost $23.68 Unrealized
MCHP MICROCHIP TECHNOLOGY INC COM 0.0%
Value ($000) $56 Shares 710 Est. Cost $35.91 Unrealized +7.1%
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $55 Shares 495 Est. Cost $106.32 Unrealized
ET ENERGY TRANSFER EQUITY L P COM UT LTD PTN 0.0%
Value ($000) $54 Shares 3,089 Est. Cost $17.69 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $53 Shares 337 Est. Cost $137.85 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $51 Shares 212 Est. Cost $184.90 Unrealized +14.8%
ISHARES MSCI FRONTIER 100 FUND 0.0%
Value ($000) $50 Shares 1,764 Est. Cost $31.97 Unrealized
IGM ISHARES NORTH AMERICAN TECH ETF 0.0%
Value ($000) $50 Shares 240 Est. Cost $159.84 Unrealized
NUVEEN NEW YORK AMT QLT MUNICP COM 0.0%
Value ($000) $50 Shares 4,223 Est. Cost $13.02 Unrealized
TRANSCANADA CORP COM 0.0%
Value ($000) $46 Shares 1,140 Est. Cost $49.12 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $46 Shares 1,833 Est. Cost $21.32 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $43 Shares 694 Est. Cost $62.28 Unrealized
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $40 Shares 4,300 Est. Cost $7.08 Unrealized -3.2%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $40 Shares 772 Est. Cost $52.93 Unrealized
PUTNAM PREMIER INCOME TR SH BEN INT 0.0%
Value ($000) $39 Shares 7,381 Est. Cost $5.29 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $38 Shares 483 Est. Cost $79.72 Unrealized
BLACKSTONE GROUP L P COM UNIT LTD 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $33.04 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $37 Shares 545 Est. Cost $54.60 Unrealized +2.5%
KINDER MORGAN INC DEL PFD SER A 0.0%
Value ($000) $36 Shares 1,086 Est. Cost $42.36 Unrealized
EATON VANCE TAX ADVT DIV INCM COM 0.0%
Value ($000) $36 Shares 1,483 Est. Cost $22.25 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $33 Shares 1,188 Est. Cost $25.23 Unrealized
ARCC ARES CAP CORP COM 0.0%
Value ($000) $33 Shares 1,892 Est. Cost $7.28 Unrealized +16.3%
O REALTY INCOME CORP COM 0.0%
Value ($000) $33 Shares 576 Est. Cost $36.61 Unrealized +5.6%
SAP SAP SE SPON ADR 0.0%
Value ($000) $33 Shares 269 Est. Cost $116.77 Unrealized
GABELLI DIVD & INCOME TR COM 0.0%
Value ($000) $32 Shares 1,345 Est. Cost $22.30 Unrealized
PCG PG&E CORP COM 0.0%
Value ($000) $31 Shares 666 Est. Cost $67.23 Unrealized -34.5%
BLACKROCK MUNICIPAL BOND TR COM 0.0%
Value ($000) $31 Shares 2,229 Est. Cost $15.70 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $31 Shares 380 Est. Cost $83.48 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $31 Shares 626 Est. Cost $49.52 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $31 Shares 400 Est. Cost $79.29 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $30 Shares 293 Est. Cost $105.81 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $29 Shares 264 Est. Cost $66.77 Unrealized +37.6%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $29 Shares 117 Est. Cost $177.07 Unrealized +27.4%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $29 Shares 500 Est. Cost $45.29 Unrealized +13.5%
BB&T CORP COM 0.0%
Value ($000) $28 Shares 567 Est. Cost $48.33 Unrealized
DOWDUPONT INC COM 0.0%
Value ($000) $28 Shares 430 Est. Cost $71.28 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $27 Shares 57 Est. Cost $457.63 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $26 Shares 170 Est. Cost $100.29 Unrealized +20.5%
BARCLAYS BANK PLC ADR PFD SR 5 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $26.00 Unrealized
ROBO ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF 0.0%
Value ($000) $25 Shares 608 Est. Cost $41.22 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $24 Shares 255 Est. Cost $73.47 Unrealized +16.6%
UNP UNION PAC CORP COM 0.0%
Value ($000) $24 Shares 147 Est. Cost $89.12 Unrealized +43.4%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $24 Shares 680 Est. Cost $37.27 Unrealized -4.4%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $24 Shares 670 Est. Cost $31.87 Unrealized -7.9%
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $24 Shares 893 Est. Cost $28.66 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $24 Shares 232 Est. Cost $100.56 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $24 Shares 130 Est. Cost $198.51 Unrealized -1.5%
NUVEEN SELECT TAX FREE INCM PT SH BEN INT 0.0%
Value ($000) $24 Shares 1,830 Est. Cost $14.21 Unrealized
EATON VANCE FLTING RATE INC TR COM 0.0%
Value ($000) $23 Shares 1,609 Est. Cost $14.29 Unrealized
EQT EQT CORP COM 0.0%
Value ($000) $22 Shares 500 Est. Cost $30.25 Unrealized -15.7%
VRNS VARONIS SYS INC COM 0.0%
Value ($000) $22 Shares 300 Est. Cost $12.91 Unrealized +88.0%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $21 Shares 800 Est. Cost $21.10 Unrealized +2.2%
BLACKROCK LTD DURATION INC TR COM SHS 0.0%
Value ($000) $21 Shares 1,409 Est. Cost $16.32 Unrealized
EATON VANCE LTD DUR INCOME FD COM 0.0%
Value ($000) $20 Shares 1,582 Est. Cost $13.91 Unrealized
BLACKROCK ENHANCED GBL DIV TR COM 0.0%
Value ($000) $19 Shares 1,740 Est. Cost $13.79 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $19 Shares 692 Est. Cost $22.32 Unrealized +0.9%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $18 Shares 318 Est. Cost $47.06 Unrealized -4.2%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $18 Shares 200 Est. Cost $64.74 Unrealized +12.6%
SPECTRA ENERGY PARTNERS LP COM 0.0%
Value ($000) $18 Shares 505 Est. Cost $45.08 Unrealized
ROYAL BK SCOTLAND GROUP PLC SP ADR PREF S 0.0%
Value ($000) $18 Shares 720 Est. Cost $25.00 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $17 Shares 201 Est. Cost $89.36 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $17 Shares 155 Est. Cost $89.40 Unrealized +1.0%
FAST FASTENAL CO COM 0.0%
Value ($000) $17 Shares 300 Est. Cost $8.67 Unrealized +35.8%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $15 Shares 188 Est. Cost $74.63 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $15 Shares 199 Est. Cost $34.44 Unrealized +63.6%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $15 Shares 141 Est. Cost $76.64 Unrealized +22.8%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $15 Shares 166 Est. Cost $120.48 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $15 Shares 100 Est. Cost $118.64 Unrealized +4.9%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $15 Shares 1,172 Est. Cost $13.65 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $15 Shares 164 Est. Cost $89.53 Unrealized
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $14 Shares 103 Est. Cost $119.69 Unrealized
TMUS T MOBILE US INC COM 0.0%
Value ($000) $14 Shares 193 Est. Cost $60.59 Unrealized +2.5%
BG STAFFING INC COM 0.0%
Value ($000) $14 Shares 500 Est. Cost $20.52 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $14 Shares 130 Est. Cost $60.46 Unrealized +43.3%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $14 Shares 230 Est. Cost $60.87 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $14 Shares 225 Est. Cost $60.92 Unrealized -6.7%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $13 Shares 50 Est. Cost $240.00 Unrealized
JD JD COM INC SPON ADR CL A 0.0%
Value ($000) $13 Shares 500 Est. Cost $38.00 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $13 Shares 122 Est. Cost $106.56 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $12 Shares 133 Est. Cost $48.22 Unrealized +40.9%
ROST ROSS STORES INC COM 0.0%
Value ($000) $12 Shares 125 Est. Cost $52.93 Unrealized +61.3%
PFF ISHARES U.S. PREFERRED STOCK ETF 0.0%
Value ($000) $12 Shares 330 Est. Cost $37.95 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $12 Shares 10 Est. Cost $46.23 Unrealized +28.6%
LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $12 Shares 279 Est. Cost $47.62 Unrealized
ANGL VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $12 Shares 426 Est. Cost $29.72 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $11 Shares 238 Est. Cost $36.37 Unrealized -2.3%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $11 Shares 628 Est. Cost $12.30 Unrealized -4.9%
HANESBRANDS INC COM 0.0%
Value ($000) $11 Shares 600 Est. Cost $23.17 Unrealized
CBS CORP NEW CL B 0.0%
Value ($000) $10 Shares 175 Est. Cost $57.14 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.0%
Value ($000) $10 Shares 29 Est. Cost $13.20 Unrealized +61.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $10 Shares 113 Est. Cost $59.77 Unrealized +47.0%
ADVISORSHARES NEWFLEETMULTI-SECTOR INCOME ETF 0.0%
Value ($000) $10 Shares 206 Est. Cost $47.78 Unrealized
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $49.53 Unrealized
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $10 Shares 539 Est. Cost $16.70 Unrealized
TWENTY FIRST CENTY FOX INC CL A 0.0%
Value ($000) $10 Shares 225 Est. Cost $26.67 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $9 Shares 42 Est. Cost $183.67 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $9 Shares 92 Est. Cost $73.12 Unrealized +8.3%
HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW 0.0%
Value ($000) $9 Shares 231 Est. Cost $38.96 Unrealized
DELL TECHNOLOGIES INC COM CL V 0.0%
Value ($000) $9 Shares 89 Est. Cost $78.65 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $9 Shares 95 Est. Cost $64.71 Unrealized +3.8%
BKNG BOOKING HLDGS INC COM 0.0%
Value ($000) $8 Shares 4 Est. Cost $1933.58 Unrealized +0.2%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $8 Shares 165 Est. Cost $60.61 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $8 Shares 61 Est. Cost $121.86 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $8 Shares 59 Est. Cost $101.52 Unrealized +18.3%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $8 Shares 122 Est. Cost $56.50 Unrealized -5.0%
AL AIR LEASE CORP CL A 0.0%
Value ($000) $8 Shares 175 Est. Cost $34.58 Unrealized +12.7%
LEXINGTON REALTY TRUST COM 0.0%
Value ($000) $8 Shares 963 Est. Cost $10.39 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.0%
Value ($000) $7 Shares 135 Est. Cost $50.15 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $7 Shares 100 Est. Cost $60.00 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $7 Shares 72 Est. Cost $65.63 Unrealized +19.2%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $7 Shares 116 Est. Cost $68.97 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $7 Shares 100 Est. Cost $36.48 Unrealized +57.0%
COOPER COS INC COM NEW 0.0%
Value ($000) $7 Shares 25 Est. Cost $228.57 Unrealized
BT GROUP PLC ADR 0.0%
Value ($000) $7 Shares 495 Est. Cost $16.42 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $7 Shares 91 Est. Cost $56.16 Unrealized +1.2%
EXPRESS SCRIPTS HLDG CO COM 0.0%
Value ($000) $6 Shares 68 Est. Cost $54.35 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $6 Shares 28 Est. Cost $166.04 Unrealized -0.4%
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.0%
Value ($000) $6 Shares 116 Est. Cost $43.10 Unrealized
HCP INC COM 0.0%
Value ($000) $6 Shares 216 Est. Cost $27.78 Unrealized
CERNER CORP COM 0.0%
Value ($000) $6 Shares 90 Est. Cost $67.80 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $6 Shares 178 Est. Cost $31.58 Unrealized +4.7%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $6 Shares 16 Est. Cost $254.40 Unrealized +26.0%
NFLX NETFLIX INC COM 0.0%
Value ($000) $6 Shares 15 Est. Cost $36.30 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $6 Shares 135 Est. Cost $44.44 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $18.56 Unrealized -1.6%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $6 Shares 27 Est. Cost $250.00 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND 0.0%
Value ($000) $5 Shares 54 Est. Cost $92.59 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUND 0.0%
Value ($000) $5 Shares 30 Est. Cost $166.67 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $5 Shares 54 Est. Cost $92.59 Unrealized
KMX CARMAX INC COM 0.0%
Value ($000) $5 Shares 71 Est. Cost $66.66 Unrealized +14.4%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $5 Shares 68 Est. Cost $73.53 Unrealized
INDIA FD INC COM 0.0%
Value ($000) $5 Shares 245 Est. Cost $28.57 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $34.73 Unrealized +13.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $68.91 Unrealized +21.6%
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $5 Shares 82 Est. Cost $51.47 Unrealized
ENBRIDGE ENERGY PARTNERS L P COM 0.0%
Value ($000) $5 Shares 473 Est. Cost $16.23 Unrealized
EBAY EBAY INC COM 0.0%
Value ($000) $5 Shares 161 Est. Cost $32.36 Unrealized -4.7%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $5 Shares 52 Est. Cost $72.07 Unrealized -4.8%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $4 Shares 75 Est. Cost $57.55 Unrealized
ECPG ENCORE CAP GROUP INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $42.06 Unrealized -9.9%
SYF SYNCHRONY FINL COM 0.0%
Value ($000) $4 Shares 119 Est. Cost $28.36 Unrealized -6.7%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $4 Shares 28 Est. Cost $107.14 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $4 Shares 80 Est. Cost $51.09 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $4 Shares 45 Est. Cost $81.97 Unrealized
DUNKIN BRANDS GROUP INC COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $72.73 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 0.0%
Value ($000) $4 Shares 92 Est. Cost $32.61 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $4 Shares 71 Est. Cost $41.83 Unrealized +2.1%
IGV ISHARES NORTH AMERICAN TECH-SOFTWARE ETF 0.0%
Value ($000) $3 Shares 14 Est. Cost $142.86 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $3 Shares 79 Est. Cost $25.13 Unrealized +7.8%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $3 Shares 116 Est. Cost $19.47 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $3 Shares 9 Est. Cost $372.21 Unrealized -18.0%
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $3 Shares 115 Est. Cost $26.09 Unrealized
XYZ SQUARE INC CL A 0.0%
Value ($000) $3 Shares 30 Est. Cost $55.00 Unrealized +40.2%
MCK MCKESSON CORP COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $146.01 Unrealized -15.7%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $3 Shares 18 Est. Cost $166.67 Unrealized
IQ CHAIKIN U.S. SMALL-CAP ETF 0.0%
Value ($000) $3 Shares 91 Est. Cost $23.23 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.0%
Value ($000) $3 Shares 32 Est. Cost $74.93 Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $3 Shares 71 Est. Cost $35.19 Unrealized +7.8%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $2 Shares 46 Est. Cost $31.89 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $92.50 Unrealized -2.8%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $2 Shares 11 Est. Cost $136.36 Unrealized
CIGNA CORPORATION COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $113.57 Unrealized +7.1%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $60.78 Unrealized +11.0%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $61.08 Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $2 Shares 45 Est. Cost $49.38 Unrealized
EMQQ EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETF 0.0%
Value ($000) $2 Shares 58 Est. Cost $34.48 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $2 Shares 110 Est. Cost $13.16 Unrealized +21.5%
INDEPENDENCE CONTRACT DRIL INC COM 0.0%
Value ($000) $2 Shares 505 Est. Cost $4.35 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $85.25 Unrealized 0.0%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $114.62 Unrealized 0.0%
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value ($000) $2 Shares 66 Est. Cost $37.11 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
AVNS AVANOS MED INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $52.84 Unrealized +21.8%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $1 Shares 54 Est. Cost $30.91 Unrealized
QQXT FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $24.54 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $59.17 Unrealized -28.8%
ABT ABBOTT LABS COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $53.15 Unrealized +8.8%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $1 Shares 25 Est. Cost $35.99 Unrealized +42.5%
IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
AMBA AMBARELLA INC SHS 0.0%
Value ($000) $1 Shares 35 Est. Cost $47.34 Unrealized -18.2%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $57.29 Unrealized +6.3%
CARZ FIRST TRUST NASDAQ GLOBAL AUTO INDEX FUND 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $1 Shares 54 Est. Cost $19.87 Unrealized -8.6%
YY INC ADS REPCOM CLA 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
GDDY GODADDY INC CL A 0.0%
Value ($000) $1 Shares 9 Est. Cost $43.10 Unrealized +81.2%
RIG TRANSOCEAN LTD REG SHS 0.0%
Value ($000) $0 Shares 12 Est. Cost $12.31 Unrealized +0.9%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $75.17 Unrealized +9.2%
U S ENERGY CORP WYO COM NEW 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
PARKER DRILLING CO COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
FTI TECHNIPFMC PLC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $21.12 Unrealized 0.0%
DPW HLDGS INC COM 0.0%
Value ($000) $0 Shares 300 Est. Cost Unrealized
PIONEER ENERGY SVCS CORP COM 0.0%
Value ($000) $0 Shares 82 Est. Cost Unrealized
KBR KBR INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.14 Unrealized 0.0%
X FINANCIAL SPONSORED ADS 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $37.37 Unrealized
INVESCO FRONTIER MARKETS ETF 0.0%
Value ($000) $0 Shares 33 Est. Cost Unrealized
CHINA PHARMA HLDGS INC COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $9.37 Unrealized -31.8%
NABORS INDUSTRIES LTD SHS 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized