Bogart Wealth, LLC Diversified Active

CIK: 0001715740 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 8, 2019

Total Value ($000): $207,300 (100.0% shares, 0.0% debt)

Holdings (363)

VOO VANGUARD S&P 500 ETF 16.2%
Value ($000) $33,506 Shares 129,098 Est. Cost $228.78 Unrealized
XOM EXXON MOBIL CORP COM 13.7%
Value ($000) $28,478 Shares 352,451 Est. Cost $56.33 Unrealized -1.6%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 11.3%
Value ($000) $23,412 Shares 900,138 Est. Cost $24.52 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 6.9%
Value ($000) $14,347 Shares 285,236 Est. Cost $50.30 Unrealized
GLD SPDR GOLD SHARES 4.6%
Value ($000) $9,480 Shares 77,705 Est. Cost $121.26 Unrealized
CSCO CISCO SYS INC COM 1.3%
Value ($000) $2,662 Shares 49,313 Est. Cost $26.20 Unrealized +50.8%
VZ VERIZON COMMUNICATIONS INC COM 1.3%
Value ($000) $2,660 Shares 44,999 Est. Cost $31.42 Unrealized +24.0%
IBM INTERNATIONAL BUSINESS MACHS COM 1.2%
Value ($000) $2,504 Shares 17,753 Est. Cost $88.88 Unrealized +6.5%
CVX CHEVRON CORP NEW COM 1.2%
Value ($000) $2,495 Shares 20,255 Est. Cost $77.13 Unrealized +13.4%
MRK MERCK & CO INC COM 1.2%
Value ($000) $2,493 Shares 29,981 Est. Cost $44.64 Unrealized +35.1%
CCI CROWN CASTLE INTL CORP NEW COM 1.2%
Value ($000) $2,481 Shares 19,386 Est. Cost $78.46 Unrealized +11.3%
DLR DIGITAL RLTY TR INC COM 1.2%
Value ($000) $2,457 Shares 20,650 Est. Cost $78.13 Unrealized +12.3%
AEP AMERICAN ELEC PWR CO INC COM 1.2%
Value ($000) $2,451 Shares 29,269 Est. Cost $48.62 Unrealized +28.5%
DUK DUKE ENERGY CORP NEW COM NEW 1.1%
Value ($000) $2,376 Shares 26,402 Est. Cost $55.96 Unrealized +19.6%
CAT CATERPILLAR INC DEL COM 1.1%
Value ($000) $2,374 Shares 17,527 Est. Cost $86.94 Unrealized +31.8%
WELL WELLTOWER INC COM 1.1%
Value ($000) $2,373 Shares 30,592 Est. Cost $48.61 Unrealized +24.0%
BMO BANK MONTREAL QUE COM 1.1%
Value ($000) $2,370 Shares 31,681 Est. Cost $49.49 Unrealized +11.5%
ABBV ABBVIE INC COM 1.1%
Value ($000) $2,342 Shares 29,069 Est. Cost $51.86 Unrealized +17.6%
SPG SIMON PPTY GROUP INC NEW COM 1.1%
Value ($000) $2,312 Shares 12,691 Est. Cost $109.41 Unrealized +11.1%
LMT LOCKHEED MARTIN CORP COM 1.1%
Value ($000) $2,295 Shares 7,647 Est. Cost $218.93 Unrealized +11.3%
ROYAL DUTCH SHELL PLC SPON ADR B 1.1%
Value ($000) $2,272 Shares 35,540 Est. Cost $59.59 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 1.1%
Value ($000) $2,240 Shares 77,008 Est. Cost $27.12 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 1.1%
Value ($000) $2,231 Shares 55,002 Est. Cost $41.93 Unrealized
BCE BCE INC COM NEW 1.1%
Value ($000) $2,220 Shares 50,026 Est. Cost $26.27 Unrealized +4.7%
ETN EATON CORP PLC SHS 1.1%
Value ($000) $2,212 Shares 27,470 Est. Cost $65.18 Unrealized +2.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 1.0%
Value ($000) $2,142 Shares 31,480 Est. Cost $62.33 Unrealized
MO ALTRIA GROUP INC COM 1.0%
Value ($000) $2,103 Shares 36,623 Est. Cost $34.52 Unrealized -13.9%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 1.0%
Value ($000) $2,084 Shares 34,385 Est. Cost $68.77 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.9%
Value ($000) $1,875 Shares 8,100 Est. Cost $162.21 Unrealized
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 0.7%
Value ($000) $1,533 Shares 35,624 Est. Cost $43.03 Unrealized
AAPL APPLE INC COM 0.7%
Value ($000) $1,439 Shares 7,580 Est. Cost $32.44 Unrealized +24.7%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.7%
Value ($000) $1,393 Shares 44,495 Est. Cost $31.23 Unrealized
QQQ INVESCO QQQ TRUST 0.7%
Value ($000) $1,371 Shares 7,632 Est. Cost $171.77 Unrealized
MSFT MICROSOFT CORP COM 0.6%
Value ($000) $1,319 Shares 11,186 Est. Cost $80.28 Unrealized +27.4%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.6%
Value ($000) $1,243 Shares 21,586 Est. Cost $53.13 Unrealized
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $1,021 Shares 7,309 Est. Cost $93.66 Unrealized +17.8%
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.5%
Value ($000) $980 Shares 18,760 Est. Cost $47.04 Unrealized
MCD MCDONALDS CORP COM 0.5%
Value ($000) $942 Shares 4,964 Est. Cost $126.58 Unrealized +22.1%
AMGN AMGEN INC COM 0.4%
Value ($000) $910 Shares 4,791 Est. Cost $134.84 Unrealized +14.7%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.4%
Value ($000) $820 Shares 7,773 Est. Cost $105.51 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.4%
Value ($000) $811 Shares 14,642 Est. Cost $51.78 Unrealized
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $767 Shares 3,972 Est. Cost $31.74 Unrealized +21.6%
XLE ENERGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $728 Shares 11,025 Est. Cost $66.04 Unrealized
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.3%
Value ($000) $717 Shares 14,290 Est. Cost $50.17 Unrealized
ALERIAN MLP ETF 0.3%
Value ($000) $689 Shares 68,739 Est. Cost $10.09 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $670 Shares 2,710 Est. Cost $196.26 Unrealized +16.0%
EMR EMERSON ELEC CO COM 0.3%
Value ($000) $670 Shares 9,793 Est. Cost $46.35 Unrealized +20.9%
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $668 Shares 7,560 Est. Cost $62.60 Unrealized -10.4%
KO COCA COLA CO COM 0.3%
Value ($000) $661 Shares 14,114 Est. Cost $32.64 Unrealized +15.7%
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $625 Shares 6,873 Est. Cost $66.65 Unrealized +11.5%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $613 Shares 5,786 Est. Cost $79.38 Unrealized +7.6%
OKE ONEOK INC NEW COM 0.3%
Value ($000) $610 Shares 8,740 Est. Cost $41.63 Unrealized 0.0%
ORCL ORACLE CORP COM 0.3%
Value ($000) $605 Shares 11,276 Est. Cost $34.14 Unrealized +35.0%
MMM 3M CO COM 0.3%
Value ($000) $593 Shares 2,856 Est. Cost $141.45 Unrealized -7.3%
ADBE ADOBE INC COM 0.3%
Value ($000) $591 Shares 2,218 Est. Cost $177.11 Unrealized +42.3%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $589 Shares 10,342 Est. Cost $48.25 Unrealized -5.2%
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $572 Shares 5,119 Est. Cost $81.22 Unrealized -0.3%
TD TORONTO DOMINION BK ONT COM NEW 0.3%
Value ($000) $543 Shares 10,005 Est. Cost $57.22 Unrealized -3.4%
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $532 Shares 11,049 Est. Cost $38.99 Unrealized -3.6%
AMZN AMAZON COM INC COM 0.3%
Value ($000) $527 Shares 296 Est. Cost $61.32 Unrealized +35.7%
BB&T CORP COM 0.2%
Value ($000) $506 Shares 10,889 Est. Cost $43.70 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $487 Shares 3,122 Est. Cost $110.54 Unrealized +24.3%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.2%
Value ($000) $472 Shares 9,114 Est. Cost $51.79 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $415 Shares 353 Est. Cost $50.72 Unrealized +10.5%
MA MASTERCARD INC CL A 0.2%
Value ($000) $408 Shares 1,737 Est. Cost $192.76 Unrealized +7.5%
META FACEBOOK INC CL A 0.2%
Value ($000) $391 Shares 2,348 Est. Cost $166.79 Unrealized -5.3%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $350 Shares 1,922 Est. Cost $175.67 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $317 Shares 2,913 Est. Cost $105.64 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $299 Shares 1,708 Est. Cost $161.72 Unrealized -6.9%
NKE NIKE INC CL B 0.1%
Value ($000) $288 Shares 3,429 Est. Cost $58.32 Unrealized +29.2%
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $284 Shares 2,565 Est. Cost $101.48 Unrealized +6.3%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value ($000) $282 Shares 4,038 Est. Cost $69.71 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $271 Shares 1,411 Est. Cost $189.04 Unrealized -13.2%
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $263 Shares 1,665 Est. Cost $140.15 Unrealized +9.3%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $260 Shares 4,285 Est. Cost $63.79 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.1%
Value ($000) $249 Shares 3,453 Est. Cost $62.32 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.1%
Value ($000) $248 Shares 3,427 Est. Cost $65.08 Unrealized -2.9%
ACTIVISION BLIZZARD INC COM 0.1%
Value ($000) $233 Shares 5,118 Est. Cost $45.53 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $225 Shares 1,708 Est. Cost $81.08 Unrealized +22.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $223 Shares 1,111 Est. Cost $186.19 Unrealized +8.4%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $222 Shares 2,142 Est. Cost $66.02 Unrealized +24.3%
SCHW THE CHARLES SCHWAB CORPORATION COM 0.1%
Value ($000) $221 Shares 5,180 Est. Cost $42.97 Unrealized -4.7%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $210 Shares 5,318 Est. Cost $43.52 Unrealized -18.8%
T AT&T INC COM 0.1%
Value ($000) $208 Shares 6,653 Est. Cost $15.36 Unrealized -7.8%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $204 Shares 1,412 Est. Cost $144.13 Unrealized
IMO IMPERIAL OIL LTD COM NEW 0.1%
Value ($000) $204 Shares 7,500 Est. Cost $25.26 Unrealized -10.9%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $197 Shares 814 Est. Cost $168.10 Unrealized +18.0%
BIIB BIOGEN INC COM 0.1%
Value ($000) $189 Shares 803 Est. Cost $314.89 Unrealized 0.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $189 Shares 4,453 Est. Cost $38.14 Unrealized
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $188 Shares 1,139 Est. Cost $105.60 Unrealized +27.4%
INTC INTEL CORP COM 0.1%
Value ($000) $185 Shares 3,449 Est. Cost $30.27 Unrealized +44.8%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $184 Shares 1,547 Est. Cost $85.86 Unrealized +23.8%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $172 Shares 610 Est. Cost $223.53 Unrealized
BAC BANK AMER CORP COM 0.1%
Value ($000) $171 Shares 6,216 Est. Cost $21.92 Unrealized +9.0%
BA BOEING CO COM 0.1%
Value ($000) $165 Shares 435 Est. Cost $220.44 Unrealized +70.2%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $162 Shares 2,114 Est. Cost $53.44 Unrealized +0.9%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $150 Shares 3,105 Est. Cost $40.18 Unrealized +1.4%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $147 Shares 3,529 Est. Cost $39.54 Unrealized
ET ENERGY TRANSFER LP COM UT LTD PTN 0.1%
Value ($000) $146 Shares 9,531 Est. Cost $14.50 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $139 Shares 1,653 Est. Cost $83.43 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $130 Shares 681 Est. Cost $129.03 Unrealized +19.9%
PFE PFIZER INC COM 0.1%
Value ($000) $125 Shares 2,947 Est. Cost $21.80 Unrealized +34.1%
AMERIGAS PARTNERS L P UNIT L P INT 0.1%
Value ($000) $124 Shares 4,049 Est. Cost $47.23 Unrealized
VIRT VIRTU FINL INC CL A 0.1%
Value ($000) $117 Shares 4,948 Est. Cost $24.57 Unrealized +4.3%
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $117 Shares 612 Est. Cost $43.43 Unrealized +31.4%
VTR VENTAS INC COM 0.1%
Value ($000) $116 Shares 1,826 Est. Cost $42.86 Unrealized +10.2%
CMP COMPASS MINERALS INTL INC COM 0.1%
Value ($000) $109 Shares 2,010 Est. Cost $56.59 Unrealized -25.0%
SEAGATE TECHNOLOGY PLC SHS 0.0%
Value ($000) $100 Shares 2,100 Est. Cost $33.81 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $98 Shares 6,966 Est. Cost $15.19 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $97 Shares 2,701 Est. Cost $22.56 Unrealized +1.5%
WMT WALMART INC COM 0.0%
Value ($000) $90 Shares 931 Est. Cost $23.51 Unrealized +24.4%
SO SOUTHERN CO COM 0.0%
Value ($000) $87 Shares 1,688 Est. Cost $33.82 Unrealized +10.6%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $86 Shares 8,707 Est. Cost $24.65 Unrealized
RAYTHEON CO COM NEW 0.0%
Value ($000) $79 Shares 435 Est. Cost $190.21 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $78 Shares 1,460 Est. Cost $56.70 Unrealized -12.7%
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $77 Shares 5,149 Est. Cost $15.15 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $76 Shares 566 Est. Cost $115.59 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $75 Shares 1,572 Est. Cost $43.26 Unrealized -11.5%
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $75 Shares 494 Est. Cost $135.54 Unrealized
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $73 Shares 2,788 Est. Cost $22.57 Unrealized -14.5%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $72 Shares 404 Est. Cost $168.34 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $72 Shares 589 Est. Cost $123.33 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $71 Shares 250 Est. Cost $248.20 Unrealized
BNS BANK N S HALIFAX COM 0.0%
Value ($000) $71 Shares 1,333 Est. Cost $39.58 Unrealized -4.3%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $69 Shares 2,294 Est. Cost $29.02 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $68 Shares 805 Est. Cost $50.29 Unrealized +24.1%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $67 Shares 800 Est. Cost $58.47 Unrealized +6.7%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $67 Shares 2,747 Est. Cost $20.71 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.0%
Value ($000) $66 Shares 798 Est. Cost $84.68 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $65 Shares 1,274 Est. Cost $43.22 Unrealized -17.2%
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $63 Shares 366 Est. Cost $154.57 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $59 Shares 209 Est. Cost $256.81 Unrealized -7.1%
WESTPAC BKG CORP SPONSORED ADR 0.0%
Value ($000) $59 Shares 3,203 Est. Cost $25.18 Unrealized
MCHP MICROCHIP TECHNOLOGY INC COM 0.0%
Value ($000) $58 Shares 710 Est. Cost $35.91 Unrealized +1.4%
LOW LOWES COS INC COM 0.0%
Value ($000) $57 Shares 521 Est. Cost $70.59 Unrealized +24.8%
GABELLI DIVD & INCOME TR COM 0.0%
Value ($000) $53 Shares 2,510 Est. Cost $20.27 Unrealized
NUVEEN NEW YORK AMT QLT MUNICP COM 0.0%
Value ($000) $53 Shares 4,223 Est. Cost $13.02 Unrealized
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $53 Shares 533 Est. Cost $78.13 Unrealized +9.2%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $51 Shares 2,597 Est. Cost $11.46 Unrealized +9.0%
TRANSCANADA CORP COM 0.0%
Value ($000) $51 Shares 1,140 Est. Cost $49.12 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $49 Shares 442 Est. Cost $158.62 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $49 Shares 240 Est. Cost $159.84 Unrealized
ISHARES MSCI FRONTIER 100 FUND 0.0%
Value ($000) $49 Shares 1,740 Est. Cost $31.56 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.0%
Value ($000) $49 Shares 436 Est. Cost $107.51 Unrealized +0.6%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $47 Shares 3,574 Est. Cost $12.56 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $47 Shares 317 Est. Cost $139.37 Unrealized
KANSAS CITY SOUTHERN COM NEW 0.0%
Value ($000) $46 Shares 400 Est. Cost $115.00 Unrealized
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.0%
Value ($000) $45 Shares 1,500 Est. Cost $26.67 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $45 Shares 906 Est. Cost $49.57 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $44 Shares 652 Est. Cost $54.66 Unrealized +0.6%
O REALTY INCOME CORP COM 0.0%
Value ($000) $42 Shares 576 Est. Cost $36.61 Unrealized +29.9%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $41 Shares 500 Est. Cost $67.47 Unrealized
EATON VANCE FLTING RATE INC TR COM 0.0%
Value ($000) $40 Shares 3,079 Est. Cost $13.67 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $39 Shares 370 Est. Cost $104.13 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $38 Shares 212 Est. Cost $184.90 Unrealized -15.7%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $37 Shares 659 Est. Cost $61.26 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $37 Shares 4,300 Est. Cost $7.08 Unrealized -14.1%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $37 Shares 716 Est. Cost $52.85 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $36 Shares 820 Est. Cost $37.63 Unrealized +4.7%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $35 Shares 440 Est. Cost $72.94 Unrealized -1.0%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $34 Shares 437 Est. Cost $79.72 Unrealized
BLACKSTONE GROUP L P COM UNIT LTD 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $33.04 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $33 Shares 340 Est. Cost $72.44 Unrealized +15.2%
EATON VANCE TAX ADVT DIV INCM COM 0.0%
Value ($000) $33 Shares 1,483 Est. Cost $22.25 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $33 Shares 380 Est. Cost $83.48 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $32 Shares 264 Est. Cost $66.77 Unrealized +35.7%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $32 Shares 117 Est. Cost $177.07 Unrealized +38.0%
ARCC ARES CAP CORP COM 0.0%
Value ($000) $32 Shares 1,892 Est. Cost $7.28 Unrealized +19.2%
BLACKROCK MUNICIPAL BOND TR COM 0.0%
Value ($000) $32 Shares 2,229 Est. Cost $15.70 Unrealized
EATON VANCE TX MGD DIV EQ INCM COM 0.0%
Value ($000) $32 Shares 2,882 Est. Cost $11.10 Unrealized
PIMCO DYNMIC CREDIT AND MRT IN COM SHS 0.0%
Value ($000) $32 Shares 1,368 Est. Cost $23.28 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $31 Shares 850 Est. Cost $36.90 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $31 Shares 255 Est. Cost $90.60 Unrealized +2.0%
SAP SAP SE SPON ADR 0.0%
Value ($000) $31 Shares 269 Est. Cost $116.77 Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $30 Shares 200 Est. Cost $123.19 Unrealized
PSCH INVESCO S&P SMALLCAP HEALTH CARE PORTFOLIO 0.0%
Value ($000) $30 Shares 268 Est. Cost $128.68 Unrealized
JD JD COM INC SPON ADR CL A 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $32.00 Unrealized
OPPENHEIMER S&P MIDCAP 400 REVENUE ETF 0.0%
Value ($000) $29 Shares 500 Est. Cost $51.18 Unrealized
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $26.17 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $29 Shares 263 Est. Cost $100.69 Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $28 Shares 510 Est. Cost $54.71 Unrealized 0.0%
BLACKROCK ENHANCED GBL DIV TR COM 0.0%
Value ($000) $28 Shares 2,700 Est. Cost $12.58 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $28 Shares 711 Est. Cost $31.85 Unrealized -1.0%
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $28 Shares 1,500 Est. Cost $18.08 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $28 Shares 346 Est. Cost $79.29 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $28 Shares 481 Est. Cost $55.60 Unrealized -8.8%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $27 Shares 138 Est. Cost $185.51 Unrealized -4.2%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $25 Shares 500 Est. Cost $45.29 Unrealized +3.3%
BLACKROCK INC COM 0.0%
Value ($000) $25 Shares 60 Est. Cost $453.91 Unrealized
NUVEEN SELECT TAX FREE INCM PT SH BEN INT 0.0%
Value ($000) $25 Shares 1,830 Est. Cost $14.21 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $25 Shares 997 Est. Cost $25.23 Unrealized
UNP UNION PACIFIC CORP COM 0.0%
Value ($000) $24 Shares 147 Est. Cost $89.12 Unrealized +55.0%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $23 Shares 476 Est. Cost $43.56 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $23 Shares 20 Est. Cost $51.85 Unrealized +7.4%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $23 Shares 232 Est. Cost $100.56 Unrealized
DOWDUPONT INC COM 0.0%
Value ($000) $23 Shares 446 Est. Cost $65.28 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $23 Shares 310 Est. Cost $47.06 Unrealized +25.9%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $23 Shares 773 Est. Cost $27.94 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $23 Shares 400 Est. Cost $59.27 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $21 Shares 692 Est. Cost $22.32 Unrealized +11.1%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $21 Shares 288 Est. Cost $53.50 Unrealized
ALLY ALLY FINL INC COM 0.0%
Value ($000) $21 Shares 800 Est. Cost $21.10 Unrealized -0.5%
BLACKROCK LTD DURATION INC TR COM SHS 0.0%
Value ($000) $20 Shares 1,409 Est. Cost $16.32 Unrealized
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $20 Shares 893 Est. Cost $28.66 Unrealized
EATON VANCE LTD DUR INCOME FD COM 0.0%
Value ($000) $20 Shares 1,582 Est. Cost $13.91 Unrealized
ROBO ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF 0.0%
Value ($000) $20 Shares 527 Est. Cost $41.22 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $19 Shares 300 Est. Cost $52.42 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $19 Shares 300 Est. Cost $8.67 Unrealized +45.7%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $17 Shares 128 Est. Cost $115.43 Unrealized
VRNS VARONIS SYS INC COM 0.0%
Value ($000) $17 Shares 300 Est. Cost $12.91 Unrealized +47.0%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $16 Shares 515 Est. Cost $31.16 Unrealized
FTC FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUND 0.0%
Value ($000) $16 Shares 250 Est. Cost $56.41 Unrealized
ADVISORSHARES NEWFLEETMULTI-SECTOR INCOME ETF 0.0%
Value ($000) $16 Shares 341 Est. Cost $47.44 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $15 Shares 100 Est. Cost $100.29 Unrealized +25.1%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $15 Shares 141 Est. Cost $76.64 Unrealized +25.0%
OPPENHEIMER S&P 500 REVENUE ETF 0.0%
Value ($000) $15 Shares 300 Est. Cost $46.29 Unrealized
OPPENHEIMER S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value ($000) $15 Shares 408 Est. Cost $36.76 Unrealized
NNN NATIONAL RETAIL PPTYS INC COM 0.0%
Value ($000) $14 Shares 262 Est. Cost $42.18 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $13 Shares 122 Est. Cost $106.56 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $13 Shares 153 Est. Cost $89.36 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $13 Shares 130 Est. Cost $60.46 Unrealized +21.1%
TMUS T MOBILE US INC COM 0.0%
Value ($000) $13 Shares 193 Est. Cost $60.59 Unrealized +11.6%
BUCKEYE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $13 Shares 400 Est. Cost $32.50 Unrealized
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $13 Shares 103 Est. Cost $119.69 Unrealized
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 0.0%
Value ($000) $13 Shares 166 Est. Cost $120.48 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $13 Shares 203 Est. Cost $39.38 Unrealized +34.5%
ROST ROSS STORES INC COM 0.0%
Value ($000) $12 Shares 130 Est. Cost $54.14 Unrealized +58.3%
ANGL VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $12 Shares 426 Est. Cost $29.72 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.0%
Value ($000) $12 Shares 33 Est. Cost $14.36 Unrealized +68.5%
LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $12 Shares 279 Est. Cost $47.62 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $12 Shares 50 Est. Cost $240.00 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $12 Shares 230 Est. Cost $60.87 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $118.64 Unrealized -7.8%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $11 Shares 113 Est. Cost $59.77 Unrealized +58.0%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $11 Shares 225 Est. Cost $60.92 Unrealized -13.3%
PCG PG&E CORP COM 0.0%
Value ($000) $11 Shares 666 Est. Cost $67.23 Unrealized -76.1%
BG STAFFING INC COM 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.52 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $10 Shares 135 Est. Cost $48.22 Unrealized +25.9%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $10 Shares 70 Est. Cost $104.60 Unrealized +27.4%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $10 Shares 92 Est. Cost $73.12 Unrealized +15.9%
EQT EQT CORP COM 0.0%
Value ($000) $10 Shares 500 Est. Cost $30.25 Unrealized -40.1%
MET METLIFE INC COM 0.0%
Value ($000) $10 Shares 238 Est. Cost $36.37 Unrealized -3.7%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $9 Shares 47 Est. Cost $177.00 Unrealized
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $9 Shares 539 Est. Cost $16.70 Unrealized
SYK STRYKER CORP COM 0.0%
Value ($000) $9 Shares 50 Est. Cost $167.09 Unrealized 0.0%
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $49.53 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $9 Shares 114 Est. Cost $86.66 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $9 Shares 103 Est. Cost $63.95 Unrealized +22.0%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $8 Shares 122 Est. Cost $56.50 Unrealized +3.5%
COOPER COS INC COM NEW 0.0%
Value ($000) $8 Shares 30 Est. Cost $229.37 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $8 Shares 111 Est. Cost $65.07 Unrealized -3.2%
EQUITRANS MIDSTREAM CORPORATIO COM 0.0%
Value ($000) $8 Shares 400 Est. Cost $20.00 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $8 Shares 79 Est. Cost $94.12 Unrealized
CBS CORP NEW CL B 0.0%
Value ($000) $8 Shares 175 Est. Cost $57.14 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $8 Shares 126 Est. Cost $50.64 Unrealized +6.6%
LEXINGTON REALTY TRUST COM 0.0%
Value ($000) $8 Shares 963 Est. Cost $10.39 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $8 Shares 89 Est. Cost $69.34 Unrealized -5.5%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $7 Shares 120 Est. Cost $38.25 Unrealized +39.8%
EBAY EBAY INC COM 0.0%
Value ($000) $7 Shares 208 Est. Cost $30.96 Unrealized -0.1%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $7 Shares 44 Est. Cost $212.96 Unrealized
BGC PARTNERS INC CL A 0.0%
Value ($000) $7 Shares 1,380 Est. Cost $5.07 Unrealized
BT GROUP PLC ADR 0.0%
Value ($000) $7 Shares 495 Est. Cost $16.42 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $7 Shares 116 Est. Cost $68.97 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $7 Shares 72 Est. Cost $65.63 Unrealized +32.6%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $7 Shares 89 Est. Cost $87.11 Unrealized
HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW 0.0%
Value ($000) $7 Shares 231 Est. Cost $38.96 Unrealized
SIGA SIGA TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $4.19 Unrealized +17.3%
AL AIR LEASE CORP CL A 0.0%
Value ($000) $6 Shares 175 Est. Cost $34.58 Unrealized -8.2%
AVGO BROADCOM INC COM 0.0%
Value ($000) $6 Shares 20 Est. Cost $18.56 Unrealized +21.2%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $6 Shares 165 Est. Cost $60.61 Unrealized
KMX CARMAX INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $66.08 Unrealized -6.7%
BKNG BOOKING HLDGS INC COM 0.0%
Value ($000) $6 Shares 4 Est. Cost $1933.58 Unrealized -9.2%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $6 Shares 62 Est. Cost $93.13 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.0%
Value ($000) $6 Shares 135 Est. Cost $50.15 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $6 Shares 177 Est. Cost $36.29 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $5 Shares 64 Est. Cost $74.63 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $20.07 Unrealized 0.0%
NMRK NEWMARK GROUP INC CL A 0.0%
Value ($000) $5 Shares 640 Est. Cost $8.57 Unrealized 0.0%
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $5 Shares 49 Est. Cost $118.89 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $34.73 Unrealized +24.0%
INDIA FD INC COM 0.0%
Value ($000) $5 Shares 245 Est. Cost $28.57 Unrealized
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.0%
Value ($000) $5 Shares 116 Est. Cost $43.10 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $5 Shares 91 Est. Cost $56.10 Unrealized -9.4%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $5 Shares 68 Est. Cost $73.53 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $98.17 Unrealized 0.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $68.91 Unrealized +28.3%
NFLX NETFLIX INC COM 0.0%
Value ($000) $5 Shares 15 Est. Cost $36.30 Unrealized -4.5%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $5 Shares 106 Est. Cost $47.17 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $4 Shares 16 Est. Cost $254.40 Unrealized +14.6%
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
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $4 Shares 75 Est. Cost $57.55 Unrealized
PDP INVESCO DWA MOMENTUM ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.33 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $166.04 Unrealized -13.5%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $3 Shares 57 Est. Cost $24.16 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $3 Shares 9 Est. Cost $372.21 Unrealized -11.5%
SYF SYNCHRONY FINL COM 0.0%
Value ($000) $3 Shares 119 Est. Cost $28.36 Unrealized -10.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $3 Shares 92 Est. Cost $32.61 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $3 Shares 26 Est. Cost $121.86 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $3 Shares 79 Est. Cost $25.13 Unrealized +19.5%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $3 Shares 71 Est. Cost $41.83 Unrealized +1.2%
HANESBRANDS INC COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $23.17 Unrealized
AMERICAN FIN TR INC COM CLASS A 0.0%
Value ($000) $3 Shares 282 Est. Cost $11.24 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $3 Shares 52 Est. Cost $57.69 Unrealized
CERNER CORP COM 0.0%
Value ($000) $3 Shares 62 Est. Cost $67.80 Unrealized
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $3 Shares 24 Est. Cost $86.59 Unrealized +7.0%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $3 Shares 80 Est. Cost $51.09 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.58 Unrealized +10.3%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $3 Shares 17 Est. Cost $176.45 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value ($000) $2 Shares 66 Est. Cost $37.11 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $146.01 Unrealized -19.7%
IQ CHAIKIN U.S. SMALL-CAP ETF 0.0%
Value ($000) $2 Shares 106 Est. Cost $22.61 Unrealized
YY INC SPONSORED ADS A 0.0%
Value ($000) $2 Shares 32 Est. Cost $46.88 Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $2 Shares 71 Est. Cost $35.19 Unrealized +2.5%
FTV FORTIVE CORP COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $43.82 Unrealized +8.0%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $2 Shares 110 Est. Cost $13.16 Unrealized +8.6%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $2 Shares 116 Est. Cost $19.47 Unrealized
ECPG ENCORE CAP GROUP INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $42.06 Unrealized -29.0%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $92.50 Unrealized -16.8%
XYZ SQUARE INC CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $55.00 Unrealized +31.8%
QQXT FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
FOOT LOCKER INC COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $51.16 Unrealized
INDEPENDENCE CONTRACT DRIL INC COM 0.0%
Value ($000) $1 Shares 505 Est. Cost $4.35 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $53.15 Unrealized +24.4%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $85.25 Unrealized -7.8%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.36 Unrealized 0.0%
IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $69.17 Unrealized 0.0%
CEDAR FAIR L P DEPOSITRY UNIT 0.0%
Value ($000) $1 Shares 20 Est. Cost Unrealized
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $1 Shares 25 Est. Cost $35.99 Unrealized +8.8%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $101.37 Unrealized +9.4%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $1 Shares 11 Est. Cost $136.36 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $1 Shares 11 Est. Cost $134.28 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $190.77 Unrealized -12.5%
EMQQ EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETF 0.0%
Value ($000) $1 Shares 58 Est. Cost $34.48 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $113.57 Unrealized +6.7%
ELV ANTHEM INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $250.16 Unrealized +5.4%
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
GARDNER DENVER HLDGS INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
SFIX STITCH FIX INC COM CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $24.75 Unrealized +0.4%
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
INVESCO FRONTIER MARKETS ETF 0.0%
Value ($000) $0 Shares 33 Est. Cost Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $13.59 Unrealized +10.9%
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $15.28 Unrealized
CARZ FIRST TRUST NASDAQ GLOBAL AUTO INDEX FUND 0.0%
Value ($000) $0 Shares 21 Est. Cost $47.62 Unrealized
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $57.29 Unrealized +7.3%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $22.16 Unrealized 0.0%
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $11.72 Unrealized 0.0%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $47.97 Unrealized 0.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $73.27 Unrealized -1.8%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $33.07 Unrealized -2.1%
GDDY GODADDY INC CL A 0.0%
Value ($000) $0 Shares 9 Est. Cost $43.10 Unrealized +63.2%
PERSPECTA INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $9.37 Unrealized -40.3%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $0 Shares 54 Est. Cost $19.87 Unrealized -18.2%
ETFMG PRIME CYBER SECURITY ETF 0.0%
Value ($000) $0 Shares 20 Est. Cost $36.96 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $39.21 Unrealized -7.2%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $54.37 Unrealized -31.1%
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $0 Shares 80 Est. Cost $5.00 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $75.17 Unrealized +2.3%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $0 Shares 23 Est. Cost $37.37 Unrealized
HOLLYFRONTIER CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $41.67 Unrealized