Pinnacle Wealth Planning Services, Inc. Diversified Active

CIK: 0001726752 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 11, 2020

Total Value ($000): $210,567 (100.0% shares, 0.0% debt)

Holdings (233)

FLTR VANECK VECTORS INVESTMENT GRADE FLOATING RATE ETF 14.8%
Value ($000) $31,184 Shares 1,679,170 Est. Cost $20.16 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 3.8%
Value ($000) $7,961 Shares 230,350 Est. Cost $33.51 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 3.8%
Value ($000) $7,927 Shares 336,910 Est. Cost $26.47 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 3.5%
Value ($000) $7,411 Shares 245,278 Est. Cost $27.95 Unrealized
MSFT MICROSOFT 2.5%
Value ($000) $5,337 Shares 33,846 Est. Cost $108.80 Unrealized +43.7%
AAPL APPLE INC 2.2%
Value ($000) $4,604 Shares 18,110 Est. Cost $51.16 Unrealized +38.9%
SPYM SPDR PORTFOLIO S&P 500 ETF 2.1%
Value ($000) $4,399 Shares 150,204 Est. Cost $30.69 Unrealized
DIA SPDR DOW JONES INDUSTRIAL ETF 2.0%
Value ($000) $4,265 Shares 19,457 Est. Cost $219.20 Unrealized
IWB ISHARES TR RUSSELL 1000 INDEX ETF 2.0%
Value ($000) $4,179 Shares 29,530 Est. Cost $141.81 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 1.9%
Value ($000) $3,976 Shares 184,822 Est. Cost $27.75 Unrealized
AMZN AMAZON.COM INC 1.8%
Value ($000) $3,875 Shares 1,988 Est. Cost $84.78 Unrealized +14.2%
EFA ISHARES MSCI EAFE ETF 1.8%
Value ($000) $3,738 Shares 69,941 Est. Cost $59.62 Unrealized
SPY SPDR S&P 500 ETF 1.7%
Value ($000) $3,600 Shares 13,970 Est. Cost $262.72 Unrealized
DWM WISDOMTREE INTERNATIONAL EQUITY FUND 1.6%
Value ($000) $3,284 Shares 83,190 Est. Cost $49.71 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 1.6%
Value ($000) $3,269 Shares 32,964 Est. Cost $109.42 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.4%
Value ($000) $2,935 Shares 19,487 Est. Cost $133.82 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 1.3%
Value ($000) $2,766 Shares 49,308 Est. Cost $63.11 Unrealized
BBHY JPMORGAN RESEARCH ENHANCED HIGH YIELD ETF 1.3%
Value ($000) $2,709 Shares 61,146 Est. Cost $49.26 Unrealized
EMTL SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF 1.1%
Value ($000) $2,327 Shares 51,210 Est. Cost $46.58 Unrealized
V VISA INC 1.0%
Value ($000) $2,119 Shares 13,159 Est. Cost $131.61 Unrealized +37.3%
HIGHLAND INCOME FD HIGHLAND INCOME 0.9%
Value ($000) $1,921 Shares 225,351 Est. Cost $13.29 Unrealized
GOOGL GOOGLE INC 0.9%
Value ($000) $1,806 Shares 1,555 Est. Cost $57.16 Unrealized +17.7%
VOO VANGUARD S&P 500 ETF 0.8%
Value ($000) $1,622 Shares 6,850 Est. Cost $236.79 Unrealized
META FACEBOOK INC CL A 0.8%
Value ($000) $1,604 Shares 9,626 Est. Cost $185.59 Unrealized +4.8%
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $1,603 Shares 12,233 Est. Cost $111.48 Unrealized +7.8%
QQQ POWERSHARES QQQ TR 0.8%
Value ($000) $1,596 Shares 8,392 Est. Cost $188.80 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.7%
Value ($000) $1,543 Shares 11,971 Est. Cost $128.89 Unrealized
PG PROCTER AND GAMBLE CO COM 0.7%
Value ($000) $1,540 Shares 14,011 Est. Cost $82.92 Unrealized +25.2%
IVV ISHARES S&P 500 INDEX 0.7%
Value ($000) $1,498 Shares 5,803 Est. Cost $264.65 Unrealized
MA MASTERCARD INC 0.7%
Value ($000) $1,452 Shares 6,014 Est. Cost $200.51 Unrealized +43.5%
GRC GORMAN RUPP CO COM 0.7%
Value ($000) $1,428 Shares 45,797 Est. Cost $33.61 Unrealized +0.8%
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $1,417 Shares 1,219 Est. Cost $58.96 Unrealized +14.2%
GWX SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF 0.7%
Value ($000) $1,404 Shares 68,812 Est. Cost $29.27 Unrealized
JPM JPMORGAN CHASE & CO COM 0.7%
Value ($000) $1,383 Shares 15,364 Est. Cost $95.19 Unrealized +8.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $1,262 Shares 6,910 Est. Cost $206.77 Unrealized +2.8%
JNK SPDR HIGH YIELD BOND ETF 0.6%
Value ($000) $1,229 Shares 12,983 Est. Cost $106.53 Unrealized
INTC INTEL CORP COM 0.6%
Value ($000) $1,190 Shares 22,008 Est. Cost $42.42 Unrealized +23.4%
T AT&T INC COM 0.5%
Value ($000) $1,108 Shares 38,062 Est. Cost $16.16 Unrealized +12.4%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.5%
Value ($000) $1,038 Shares 68,919 Est. Cost $20.69 Unrealized
HD HOME DEPOT 0.5%
Value ($000) $1,029 Shares 5,519 Est. Cost $166.80 Unrealized +14.0%
UNH UNITEDHEALTH GROUP 0.5%
Value ($000) $996 Shares 3,997 Est. Cost $220.33 Unrealized +13.3%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.5%
Value ($000) $995 Shares 38,180 Est. Cost $35.27 Unrealized
CSCO CISCO SYS INC 0.5%
Value ($000) $987 Shares 25,116 Est. Cost $33.96 Unrealized +8.0%
TIPX SPDR BLOOMBERG BARCLAYS 1-10 YEAR TIPS ETF 0.5%
Value ($000) $955 Shares 55,566 Est. Cost $18.92 Unrealized
AGG ISHARES AGGREGATE BOND ETF 0.5%
Value ($000) $955 Shares 8,286 Est. Cost $109.24 Unrealized
ABBV ABBVIE INC COM 0.5%
Value ($000) $955 Shares 12,546 Est. Cost $65.54 Unrealized +2.5%
ABT ABBOTT LABS COM 0.5%
Value ($000) $952 Shares 12,084 Est. Cost $69.47 Unrealized +8.4%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $939 Shares 17,495 Est. Cost $37.80 Unrealized +8.5%
BAC BK OF AMERICA CORP COM 0.4%
Value ($000) $879 Shares 41,464 Est. Cost $25.51 Unrealized +1.6%
ADBE ADOBE SYS INC 0.4%
Value ($000) $878 Shares 2,761 Est. Cost $230.80 Unrealized +48.2%
PYPL PAYPAL HLDGS INC COM 0.4%
Value ($000) $871 Shares 9,115 Est. Cost $83.75 Unrealized +31.5%
WMT WALMART INC COM 0.4%
Value ($000) $840 Shares 7,402 Est. Cost $30.94 Unrealized +14.3%
SPY Jan 15 2021 255.0 0.4%
Value ($000) $824 Shares 3,200 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.4%
Value ($000) $802 Shares 2,832 Est. Cost $238.47 Unrealized +30.2%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.4%
Value ($000) $793 Shares 4,081 Est. Cost $183.79 Unrealized
PEP PEPSICO INC COM 0.4%
Value ($000) $793 Shares 6,609 Est. Cost $99.61 Unrealized +13.2%
KO COCA COLA CO COM 0.4%
Value ($000) $791 Shares 17,887 Est. Cost $38.12 Unrealized +18.0%
NDSN NORDSON CORP 0.4%
Value ($000) $774 Shares 5,738 Est. Cost $131.25 Unrealized +10.0%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $725 Shares 2,547 Est. Cost $210.91 Unrealized +31.7%
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $722 Shares 8,010 Est. Cost $76.26 Unrealized +18.2%
MRK MERCK & CO INC 0.3%
Value ($000) $708 Shares 9,219 Est. Cost $50.76 Unrealized +28.2%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $706 Shares 20,573 Est. Cost $34.37 Unrealized +4.9%
AMGN AMGEN INC 0.3%
Value ($000) $683 Shares 3,376 Est. Cost $162.42 Unrealized +12.2%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.3%
Value ($000) $673 Shares 14,087 Est. Cost $44.15 Unrealized
PFE PFIZER INC COM 0.3%
Value ($000) $654 Shares 20,089 Est. Cost $25.22 Unrealized +2.4%
HON HONEYWELL INTL INC 0.3%
Value ($000) $640 Shares 4,789 Est. Cost $125.43 Unrealized +8.9%
NVDA NVIDIA CORP 0.3%
Value ($000) $635 Shares 2,415 Est. Cost $4.78 Unrealized +31.6%
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.3%
Value ($000) $631 Shares 14,094 Est. Cost $57.16 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.3%
Value ($000) $630 Shares 6,526 Est. Cost $113.29 Unrealized +9.0%
ACN ACCENTURE LTD BERMUDA CL A 0.3%
Value ($000) $624 Shares 3,827 Est. Cost $149.40 Unrealized +18.5%
GLD SPDR GOLD ETF 0.3%
Value ($000) $608 Shares 4,114 Est. Cost $124.07 Unrealized
ZTS ZOETIS INC COM CL A 0.3%
Value ($000) $602 Shares 5,120 Est. Cost $81.56 Unrealized +53.6%
ICE INTERCONTINENTALEXCHINTL 0.3%
Value ($000) $591 Shares 7,327 Est. Cost $69.92 Unrealized +20.1%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $569 Shares 7,816 Est. Cost $57.79 Unrealized +5.1%
CRM SALESFORCE COM 0.3%
Value ($000) $566 Shares 3,942 Est. Cost $157.44 Unrealized +7.6%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $565 Shares 3,424 Est. Cost $155.52 Unrealized +10.5%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.3%
Value ($000) $546 Shares 13,333 Est. Cost $53.56 Unrealized
NFLX NETFLIX COM INC 0.3%
Value ($000) $532 Shares 1,420 Est. Cost $31.47 Unrealized +12.4%
DHR DANAHER CORP 0.3%
Value ($000) $532 Shares 3,856 Est. Cost $103.08 Unrealized +27.4%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.2%
Value ($000) $525 Shares 2,010 Est. Cost $204.00 Unrealized
BIL SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF 0.2%
Value ($000) $523 Shares 5,710 Est. Cost $91.59 Unrealized
NVS NOVARTIS AG ADR 0.2%
Value ($000) $516 Shares 6,271 Est. Cost $84.32 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $509 Shares 10,208 Est. Cost $49.86 Unrealized
CCI CROWN CASTLE INTL CORP 0.2%
Value ($000) $509 Shares 3,533 Est. Cost $81.15 Unrealized +41.6%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $504 Shares 10,086 Est. Cost $42.67 Unrealized +9.4%
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $497 Shares 17,368 Est. Cost $42.69 Unrealized -14.2%
INTU INTUIT INC 0.2%
Value ($000) $494 Shares 2,150 Est. Cost $184.00 Unrealized +41.8%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $485 Shares 6,509 Est. Cost $51.56 Unrealized +6.5%
NKE NIKE INC CLASS B 0.2%
Value ($000) $483 Shares 5,848 Est. Cost $66.76 Unrealized +28.7%
BLACKROCK INTL GROWTH TR 0.2%
Value ($000) $477 Shares 106,099 Est. Cost $6.41 Unrealized
ACTIVISION INC 0.2%
Value ($000) $475 Shares 8,008 Est. Cost $60.68 Unrealized
LINDE PLC SHS 0.2%
Value ($000) $470 Shares 2,723 Est. Cost $176.59 Unrealized
FIS FIDELITY NATL INFO SVCS 0.2%
Value ($000) $461 Shares 3,794 Est. Cost $118.19 Unrealized +4.2%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $443 Shares 4,443 Est. Cost $93.53 Unrealized +8.7%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $440 Shares 1,833 Est. Cost $49.15 Unrealized +10.5%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $438 Shares 1,297 Est. Cost $286.17 Unrealized +17.0%
EQIX EQUINIX INC COM 0.2%
Value ($000) $437 Shares 700 Est. Cost $404.56 Unrealized +32.5%
AZN ASTRAZENECA PLC- SPONS ADR 0.2%
Value ($000) $426 Shares 9,561 Est. Cost $38.03 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $421 Shares 3,688 Est. Cost $141.23 Unrealized
UNP UNION PAC CORP COM 0.2%
Value ($000) $417 Shares 2,969 Est. Cost $146.10 Unrealized -0.8%
ACNB A C N B CORP 0.2%
Value ($000) $415 Shares 13,863 Est. Cost $21.99 Unrealized +19.7%
PLD PROLOGIS SHARE BENEFICIAL INT 0.2%
Value ($000) $414 Shares 5,159 Est. Cost $61.61 Unrealized +20.3%
CANADIAN PAC RAILWAYLTD 0.2%
Value ($000) $409 Shares 1,868 Est. Cost $189.52 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $405 Shares 6,007 Est. Cost $58.52 Unrealized +22.9%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $402 Shares 8,335 Est. Cost $46.48 Unrealized +2.2%
RMD RESMED INC 0.2%
Value ($000) $395 Shares 2,688 Est. Cost $104.66 Unrealized +44.8%
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $393 Shares 7,083 Est. Cost $46.05 Unrealized +5.5%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $387 Shares 8,562 Est. Cost $60.45 Unrealized -5.4%
LLY LILLY ELI & CO COM 0.2%
Value ($000) $385 Shares 2,778 Est. Cost $115.05 Unrealized +11.4%
SAP SAP AKTIENGESELLSCHAFT ADR 0.2%
Value ($000) $383 Shares 3,470 Est. Cost $113.45 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.2%
Value ($000) $380 Shares 3,941 Est. Cost $96.42 Unrealized
STE STERIS CORP 0.2%
Value ($000) $379 Shares 2,713 Est. Cost $112.79 Unrealized +25.8%
BLACKROCK INC 0.2%
Value ($000) $374 Shares 852 Est. Cost $435.27 Unrealized
EA ELECTRONICS ARTS 0.2%
Value ($000) $371 Shares 3,713 Est. Cost $113.63 Unrealized -9.9%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $368 Shares 1,692 Est. Cost $187.65 Unrealized +5.1%
C CITIGROUP INC 0.2%
Value ($000) $363 Shares 8,649 Est. Cost $57.86 Unrealized -6.3%
PCY POWERSHARES EMERGING MKTS SOVEREIGN DEBT 0.2%
Value ($000) $355 Shares 14,880 Est. Cost $27.83 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $351 Shares 3,734 Est. Cost $73.52 Unrealized 0.0%
SO SOUTHERN CO COM 0.2%
Value ($000) $350 Shares 6,479 Est. Cost $46.70 Unrealized +8.1%
PSX PHILLIPS 66 0.2%
Value ($000) $350 Shares 6,543 Est. Cost $68.37 Unrealized -6.7%
CB CHUBB LIMITED COM 0.2%
Value ($000) $349 Shares 3,133 Est. Cost $121.35 Unrealized +7.5%
IBM INTL BUSINESS MACHINES 0.2%
Value ($000) $349 Shares 3,147 Est. Cost $99.28 Unrealized -1.0%
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $348 Shares 5,869 Est. Cost $51.07 Unrealized +8.3%
TAK TAKEDA PHARMA CO ADR XXX MANDATORY EXCHANGE 0.2%
Value ($000) $348 Shares 22,987 Est. Cost $19.83 Unrealized
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 0.2%
Value ($000) $347 Shares 7,415 Est. Cost $57.06 Unrealized
BTI BRITISH AMERICAN TOBACCO 0.2%
Value ($000) $341 Shares 10,022 Est. Cost $41.25 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $339 Shares 4,683 Est. Cost $86.86 Unrealized -12.5%
ELV ANTHEM INC COM 0.2%
Value ($000) $332 Shares 1,469 Est. Cost $230.63 Unrealized +9.0%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $328 Shares 6,870 Est. Cost $50.60 Unrealized +5.4%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $328 Shares 8,499 Est. Cost $29.48 Unrealized -6.5%
DG DOLLAR GEN CORP 0.2%
Value ($000) $322 Shares 2,138 Est. Cost $135.43 Unrealized +5.1%
MPC MARATHON PETE CORP 0.1%
Value ($000) $313 Shares 13,266 Est. Cost $38.36 Unrealized 0.0%
ABBNY ABB LTD SPONSORED ADR 0.1%
Value ($000) $309 Shares 18,001 Est. Cost $19.04 Unrealized
ISRG INTUITIVE SURGICAL INC. 0.1%
Value ($000) $308 Shares 624 Est. Cost $176.46 Unrealized +3.8%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $303 Shares 8,835 Est. Cost $39.16 Unrealized -4.9%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $300 Shares 3,762 Est. Cost $73.32 Unrealized +4.4%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $300 Shares 8,811 Est. Cost $41.62 Unrealized
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $295 Shares 2,548 Est. Cost $116.69 Unrealized -2.8%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $289 Shares 3,033 Est. Cost $107.05 Unrealized +1.2%
SBAC SBA COMMUNICATIONS CP 0.1%
Value ($000) $288 Shares 1,071 Est. Cost $227.40 Unrealized +7.5%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $282 Shares 5,429 Est. Cost $68.71 Unrealized -14.2%
KMI KINDER MORGAN INC 0.1%
Value ($000) $282 Shares 20,365 Est. Cost $13.88 Unrealized -3.7%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $280 Shares 7,398 Est. Cost $54.70 Unrealized -23.1%
HPQ HP INC COM 0.1%
Value ($000) $279 Shares 16,125 Est. Cost $16.72 Unrealized -1.4%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $279 Shares 1,144 Est. Cost $251.07 Unrealized +4.0%
IWO ISHARES RUSSELL 2000 GROWTH INDEX 0.1%
Value ($000) $278 Shares 1,762 Est. Cost $186.62 Unrealized
TM TOYOTA MOTOR CORP SP ADR REP2COM 0.1%
Value ($000) $276 Shares 2,302 Est. Cost $133.06 Unrealized
AKAM AKAMAI TECH 0.1%
Value ($000) $272 Shares 2,980 Est. Cost $87.45 Unrealized +6.0%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $268 Shares 4,381 Est. Cost $67.78 Unrealized
ALLIANZGI DIVIDEND INT & PRMIU COM 0.1%
Value ($000) $266 Shares 27,747 Est. Cost $12.33 Unrealized
BIDU BAIDU COM ADR 0.1%
Value ($000) $261 Shares 2,600 Est. Cost $122.63 Unrealized
ALPINE TOTAL DYNAMICDIVID FD COM SH BEN INT 0.1%
Value ($000) $260 Shares 39,514 Est. Cost $8.85 Unrealized
MTD METTLER TOLEDO INTL INCF 0.1%
Value ($000) $259 Shares 377 Est. Cost $618.03 Unrealized +20.7%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $253 Shares 1,276 Est. Cost $179.75 Unrealized +9.6%
ECL ECOLAB INC COM 0.1%
Value ($000) $251 Shares 1,614 Est. Cost $175.26 Unrealized +0.6%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $250 Shares 2,685 Est. Cost $84.30 Unrealized -2.9%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $249 Shares 599 Est. Cost $17.66 Unrealized +155.3%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $249 Shares 2,923 Est. Cost $81.24 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $249 Shares 1,389 Est. Cost $178.67 Unrealized +1.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $245 Shares 3,744 Est. Cost $77.70 Unrealized -8.6%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $244 Shares 2,861 Est. Cost $97.86 Unrealized +9.9%
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $242 Shares 30,542 Est. Cost $9.34 Unrealized
UGA UNITED STATES GASOLINE FUND LP 0.1%
Value ($000) $242 Shares 24,000 Est. Cost $10.08 Unrealized
VRTX VERTEX PHARMACEUTICALS IN 0.1%
Value ($000) $240 Shares 1,013 Est. Cost $229.39 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $239 Shares 550 Est. Cost $466.72 Unrealized +4.8%
IWV ISHARES TRUST RUSSELL 3000 INDEX FD 0.1%
Value ($000) $235 Shares 1,585 Est. Cost $156.87 Unrealized
PGR PROGRESSIVE CORP OHIO COM 0.1%
Value ($000) $232 Shares 3,162 Est. Cost $65.34 Unrealized 0.0%
D DOMINION RESOURCES INC 0.1%
Value ($000) $227 Shares 3,148 Est. Cost $58.46 Unrealized +8.0%
TGT TARGET CORP COM 0.1%
Value ($000) $227 Shares 2,454 Est. Cost $99.26 Unrealized -4.3%
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $224 Shares 1,756 Est. Cost $109.28 Unrealized +2.6%
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $223 Shares 1,186 Est. Cost $76.78 Unrealized -6.1%
MET METLIFE INC COM 0.1%
Value ($000) $220 Shares 7,217 Est. Cost $38.42 Unrealized -5.1%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $220 Shares 481 Est. Cost $178.48 Unrealized -4.1%
AMEDISYS INC 0.1%
Value ($000) $219 Shares 1,196 Est. Cost $183.11 Unrealized
CME CHICAGO MERCANTILE HLDGS INC 0.1%
Value ($000) $218 Shares 1,270 Est. Cost $159.61 Unrealized 0.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $217 Shares 6,500 Est. Cost $45.19 Unrealized
CHINA MOBILE HONG KONG LTD 0.1%
Value ($000) $216 Shares 5,755 Est. Cost $42.26 Unrealized
SK TELECOM CO. LTD. SPONSORED ADR CMN 0.1%
Value ($000) $215 Shares 13,266 Est. Cost $23.31 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $212 Shares 8,725 Est. Cost $39.93 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $212 Shares 1,607 Est. Cost $144.98 Unrealized 0.0%
IHS MARKIT LTD SHS 0.1%
Value ($000) $211 Shares 3,538 Est. Cost $66.36 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $211 Shares 6,029 Est. Cost $45.69 Unrealized 0.0%
AVGO AVAGO TECHNOLOGIES LTD 0.1%
Value ($000) $209 Shares 886 Est. Cost $24.58 Unrealized -1.2%
ADVENT CLAYMORE CONVERTIBLE SECS & INC 0.1%
Value ($000) $208 Shares 19,590 Est. Cost $14.90 Unrealized
HDB HDFC BK LTD ADR REPSTG 3 SHS 0.1%
Value ($000) $207 Shares 5,387 Est. Cost $80.37 Unrealized
CI CIGNA CORP 0.1%
Value ($000) $207 Shares 1,176 Est. Cost $177.44 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $206 Shares 2,401 Est. Cost $91.43 Unrealized +6.5%
BIIB BIOGEN IDEC INC 0.1%
Value ($000) $206 Shares 655 Est. Cost $303.47 Unrealized 0.0%
RELX RELX PLC SPONSORED ADR 0.1%
Value ($000) $206 Shares 9,669 Est. Cost $21.31 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $205 Shares 7,088 Est. Cost $28.92 Unrealized
NVO NOVO-NORDISK A/S ADR ADR CMN 0.1%
Value ($000) $204 Shares 3,402 Est. Cost $59.96 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $204 Shares 4,306 Est. Cost $62.38 Unrealized -7.4%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $203 Shares 1,494 Est. Cost $144.68 Unrealized -1.9%
EL ESTEE LAUDER COMPANIES INC 0.1%
Value ($000) $203 Shares 1,280 Est. Cost $176.64 Unrealized +1.1%
FISV FISERV INC 0.1%
Value ($000) $200 Shares 2,115 Est. Cost $111.08 Unrealized 0.0%
VOD VODAFONE GROUP NEW ADR F 0.1%
Value ($000) $191 Shares 13,969 Est. Cost $19.25 Unrealized
SMFG SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN US86562M2098 0.1%
Value ($000) $186 Shares 38,990 Est. Cost $6.66 Unrealized
BCS BARCLAYS PLC ADR 0.1%
Value ($000) $183 Shares 40,669 Est. Cost $9.32 Unrealized
BLACKROCK CREDIT ALLOC INCOME TRUST 0.1%
Value ($000) $181 Shares 15,536 Est. Cost $12.67 Unrealized
ISHARES GOLD TRUST ETF 0.1%
Value ($000) $175 Shares 11,718 Est. Cost $14.93 Unrealized
BLACKROCK GLOBAL OPPORTUNITIES EQUITYTR COM 0.1%
Value ($000) $169 Shares 20,484 Est. Cost $11.19 Unrealized
BLACKROCK CORE BD TR SHS BEN INT 0.1%
Value ($000) $165 Shares 12,504 Est. Cost $13.47 Unrealized
NUVEEN INSD TAX FREE ADV TAX FREE ADVANTAGE MUNI 0.1%
Value ($000) $162 Shares 12,043 Est. Cost $13.64 Unrealized
UNITED STATES NATURAL GAS LP ETP 0.1%
Value ($000) $159 Shares 12,740 Est. Cost $12.48 Unrealized
ROYCE VALUE TR INC COM 0.1%
Value ($000) $152 Shares 15,758 Est. Cost $12.11 Unrealized
XMUIX BLACKROCK MUNI INTER DR FD INC COM 0.1%
Value ($000) $139 Shares 10,693 Est. Cost $14.16 Unrealized
SALOMON BROS EMERGING MKTS DEBT FUND 0.1%
Value ($000) $132 Shares 12,557 Est. Cost $13.76 Unrealized
FIAT CHRYSLER AUTOMOBILES N V SHS 0.1%
Value ($000) $129 Shares 18,024 Est. Cost $13.10 Unrealized
ING ING GROEP NV ADR 0.1%
Value ($000) $125 Shares 24,382 Est. Cost $8.32 Unrealized
BLACKROCK ENHANCED DIVID ACHIEVERS TR COM 0.1%
Value ($000) $117 Shares 17,964 Est. Cost $9.00 Unrealized
CBRA CLARION GLOBAL REAL ESTATE INCOME 0.1%
Value ($000) $110 Shares 21,036 Est. Cost $7.05 Unrealized
IBN ICICI BANK LTD ADR 0.1%
Value ($000) $109 Shares 12,836 Est. Cost $8.49 Unrealized
KEY KEYCORP COM 0.1%
Value ($000) $108 Shares 10,510 Est. Cost $12.84 Unrealized -3.1%
XAWPX ALPINE GLOBAL PREMIER PROPERTIES FD 0.0%
Value ($000) $98 Shares 23,333 Est. Cost $5.64 Unrealized
BBVA BANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.49 0.0%
Value ($000) $96 Shares 31,500 Est. Cost $3.94 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $92 Shares 11,294 Est. Cost $10.82 Unrealized -14.1%
MFS CHARTER INCOME 0.0%
Value ($000) $91 Shares 12,355 Est. Cost $8.07 Unrealized
SAN BANCO SANTANDER CENT HISP 0.0%
Value ($000) $88 Shares 37,550 Est. Cost $2.97 Unrealized
MFS MULTIMARKET INCOME TRUST 0.0%
Value ($000) $88 Shares 17,580 Est. Cost $5.82 Unrealized
MFG MIZUHO FINL GROUP INC SPONSORED ADR 0.0%
Value ($000) $87 Shares 38,486 Est. Cost $2.47 Unrealized
LPL LG PHILIPS LCD CO LTD SPONSORED ADR REP 0.5 ORD SHS 0.0%
Value ($000) $87 Shares 19,712 Est. Cost $4.41 Unrealized
ASX ASE TECHNOLOGY HOLDING CO LTD SPONSORED ADS 0.0%
Value ($000) $84 Shares 22,720 Est. Cost $4.30 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $73 Shares 15,203 Est. Cost $6.20 Unrealized -8.8%
NMR NOMURA HLDGS INC SPON ADR 0.0%
Value ($000) $70 Shares 16,611 Est. Cost $4.28 Unrealized
VEDANTA LTD SPONSORED ADR 0.0%
Value ($000) $60 Shares 16,987 Est. Cost $3.53 Unrealized
UMC UNITED MICROELECTRONICS CORPOR SPONSORED A 0.0%
Value ($000) $55 Shares 25,596 Est. Cost $2.15 Unrealized
TEMPLETON GLOBAL INCOME FD INC 0.0%
Value ($000) $54 Shares 10,262 Est. Cost $5.26 Unrealized
WIT WIPRO LTD SPON ADR 1 SH 0.0%
Value ($000) $47 Shares 15,177 Est. Cost $3.10 Unrealized
AEGON N V ISIN US0079241032 0.0%
Value ($000) $35 Shares 14,617 Est. Cost $2.39 Unrealized
GGB GERDAU S A 0.0%
Value ($000) $32 Shares 16,908 Est. Cost $3.17 Unrealized
SOUTHWESTERN ENERGY CO COM 0.0%
Value ($000) $29 Shares 17,606 Est. Cost $1.65 Unrealized
LYG LLOYDS TSB GROUP PLC 0.0%
Value ($000) $18 Shares 12,218 Est. Cost $3.19 Unrealized
LOAN MANHATTAN BRIDGE CAPITAL INC 0.0%
Value ($000) $15 Shares 15,925 Est. Cost $0.94 Unrealized