Pinnacle Wealth Planning Services, Inc. Diversified Active

CIK: 0001726752 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 3, 2020

Total Value ($000): $302,838 (100.0% shares, 0.0% debt)

Holdings (276)

FLTR VANECK VECTORS INVESTMENT GRADE FLOATING RATE ETF 16.8%
Value ($000) $51,023 Shares 2,577,230 Est. Cost $20.02 Unrealized
CLW CLEARWATER PAPER CORP COM 4.5%
Value ($000) $13,670 Shares 360,316 Est. Cost $27.81 Unrealized +28.9%
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 4.5%
Value ($000) $13,588 Shares 2,507,098 Est. Cost $6.76 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 3.2%
Value ($000) $9,802 Shares 318,138 Est. Cost $28.77 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 2.9%
Value ($000) $8,681 Shares 185,642 Est. Cost $33.51 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 2.8%
Value ($000) $8,448 Shares 294,975 Est. Cost $26.47 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $7,641 Shares 65,981 Est. Cost $92.07 Unrealized +15.1%
MSFT MICROSOFT 2.2%
Value ($000) $6,613 Shares 31,444 Est. Cost $108.80 Unrealized +84.5%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 2.0%
Value ($000) $5,933 Shares 220,149 Est. Cost $27.39 Unrealized
AMZN AMAZON.COM INC 1.8%
Value ($000) $5,567 Shares 1,768 Est. Cost $84.78 Unrealized +85.9%
DIA SPDR DOW JONES INDUSTRIAL ETF 1.8%
Value ($000) $5,301 Shares 19,104 Est. Cost $219.20 Unrealized
DWM WISDOMTREE INTERNATIONAL EQUITY FUND 1.5%
Value ($000) $4,653 Shares 107,255 Est. Cost $48.01 Unrealized
OKE ONEOK INC NEW COM 1.5%
Value ($000) $4,597 Shares 176,954 Est. Cost $22.69 Unrealized -12.1%
EFA ISHARES MSCI EAFE ETF 1.5%
Value ($000) $4,540 Shares 71,329 Est. Cost $59.76 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 1.3%
Value ($000) $3,968 Shares 107,047 Est. Cost $31.26 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.3%
Value ($000) $3,922 Shares 18,084 Est. Cost $133.82 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 1.3%
Value ($000) $3,890 Shares 32,930 Est. Cost $109.54 Unrealized
EMTL SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF 1.1%
Value ($000) $3,269 Shares 65,489 Est. Cost $47.31 Unrealized
HIGHLAND INCOME FD HIGHLAND INCOME 0.9%
Value ($000) $2,839 Shares 330,516 Est. Cost $10.81 Unrealized
PEP PEPSICO INC COM 0.9%
Value ($000) $2,671 Shares 19,266 Est. Cost $107.04 Unrealized +7.6%
MCD MCDONALDS CORP COM 0.9%
Value ($000) $2,623 Shares 11,948 Est. Cost $159.90 Unrealized +13.4%
V VISA INC 0.8%
Value ($000) $2,422 Shares 12,108 Est. Cost $131.61 Unrealized +46.0%
META FACEBOOK INC CL A 0.8%
Value ($000) $2,373 Shares 9,060 Est. Cost $187.35 Unrealized +36.7%
SPY SPDR S&P 500 ETF 0.7%
Value ($000) $2,140 Shares 6,389 Est. Cost $262.72 Unrealized
BBHY JPMORGAN RESEARCH ENHANCED HIGH YIELD ETF 0.7%
Value ($000) $2,114 Shares 50,583 Est. Cost $47.98 Unrealized
SRLN SSGA ACTIVE ETF TR BLKSTN GSOSRLN 0.6%
Value ($000) $1,914 Shares 42,809 Est. Cost $43.39 Unrealized
MA MASTERCARD INC 0.6%
Value ($000) $1,850 Shares 5,471 Est. Cost $200.51 Unrealized +57.4%
PYPL PAYPAL HLDGS INC COM 0.6%
Value ($000) $1,844 Shares 9,360 Est. Cost $87.21 Unrealized +115.5%
XLE ENERGY SELECT SECTOR SPDR 0.6%
Value ($000) $1,835 Shares 61,271 Est. Cost $36.82 Unrealized
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $1,756 Shares 11,801 Est. Cost $111.48 Unrealized +13.9%
IVV ISHARES S&P 500 INDEX 0.6%
Value ($000) $1,713 Shares 5,097 Est. Cost $271.60 Unrealized
GOOGL GOOGLE INC 0.6%
Value ($000) $1,712 Shares 1,168 Est. Cost $57.16 Unrealized +32.3%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $1,578 Shares 11,358 Est. Cost $82.92 Unrealized +40.3%
HD HOME DEPOT 0.5%
Value ($000) $1,572 Shares 5,661 Est. Cost $167.38 Unrealized +42.0%
AGG ISHARES AGGREGATE BOND ETF 0.5%
Value ($000) $1,535 Shares 12,996 Est. Cost $112.50 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $1,504 Shares 7,065 Est. Cost $206.37 Unrealized -0.9%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.5%
Value ($000) $1,447 Shares 78,522 Est. Cost $20.30 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.5%
Value ($000) $1,367 Shares 37,390 Est. Cost $35.36 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.4%
Value ($000) $1,343 Shares 8,963 Est. Cost $142.40 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.4%
Value ($000) $1,295 Shares 18,446 Est. Cost $63.11 Unrealized
NVDA NVIDIA CORP 0.4%
Value ($000) $1,275 Shares 2,355 Est. Cost $4.78 Unrealized +142.8%
ADBE ADOBE SYS INC 0.4%
Value ($000) $1,262 Shares 2,573 Est. Cost $230.80 Unrealized +101.6%
GRC GORMAN RUPP CO COM 0.4%
Value ($000) $1,260 Shares 42,761 Est. Cost $33.61 Unrealized -6.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.4%
Value ($000) $1,224 Shares 2,771 Est. Cost $241.03 Unrealized +69.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.4%
Value ($000) $1,222 Shares 4,157 Est. Cost $185.54 Unrealized
UNH UNITEDHEALTH GROUP 0.4%
Value ($000) $1,216 Shares 3,900 Est. Cost $220.33 Unrealized +27.6%
DIS DISNEY WALT CO COM DISNEY 0.4%
Value ($000) $1,214 Shares 9,782 Est. Cost $111.33 Unrealized +9.7%
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $1,194 Shares 813 Est. Cost $58.96 Unrealized +28.4%
TIPX SPDR BLOOMBERG BARCLAYS 1-10 YEAR TIPS ETF 0.4%
Value ($000) $1,183 Shares 57,999 Est. Cost $18.40 Unrealized
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $1,178 Shares 12,238 Est. Cost $94.64 Unrealized -9.7%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $1,115 Shares 32,482 Est. Cost $35.87 Unrealized -9.9%
ABBV ABBVIE INC COM 0.4%
Value ($000) $1,103 Shares 12,594 Est. Cost $65.54 Unrealized +16.4%
CRM SALESFORCE COM 0.4%
Value ($000) $1,095 Shares 4,358 Est. Cost $162.12 Unrealized +33.4%
ABT ABBOTT LABS COM 0.4%
Value ($000) $1,074 Shares 9,870 Est. Cost $69.47 Unrealized +32.9%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $1,027 Shares 22,183 Est. Cost $34.87 Unrealized +7.9%
SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,007 Shares 4,000 Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $1,001 Shares 16,816 Est. Cost $38.10 Unrealized +11.7%
WMT WALMART INC COM 0.3%
Value ($000) $1,000 Shares 7,148 Est. Cost $30.94 Unrealized +33.5%
NDSN NORDSON CORP 0.3%
Value ($000) $973 Shares 5,072 Est. Cost $132.72 Unrealized +36.8%
T AT&T INC COM 0.3%
Value ($000) $956 Shares 33,529 Est. Cost $16.16 Unrealized -3.7%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.3%
Value ($000) $956 Shares 11,791 Est. Cost $44.15 Unrealized
PFE PFIZER INC COM 0.3%
Value ($000) $955 Shares 26,008 Est. Cost $25.63 Unrealized +5.8%
INTC INTEL CORP COM 0.3%
Value ($000) $903 Shares 17,440 Est. Cost $42.42 Unrealized +9.7%
AMGN AMGEN INC 0.3%
Value ($000) $901 Shares 3,547 Est. Cost $164.37 Unrealized +27.5%
ZTS ZOETIS INC COM CL A 0.3%
Value ($000) $852 Shares 5,151 Est. Cost $83.50 Unrealized +75.7%
CSCO CISCO SYS INC 0.3%
Value ($000) $841 Shares 21,350 Est. Cost $33.96 Unrealized +9.1%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $836 Shares 2,356 Est. Cost $210.91 Unrealized +46.5%
MRK MERCK & CO INC 0.3%
Value ($000) $835 Shares 10,066 Est. Cost $51.95 Unrealized +26.9%
KO COCA COLA CO COM 0.3%
Value ($000) $819 Shares 16,604 Est. Cost $38.22 Unrealized +6.7%
BAC BK OF AMERICA CORP COM 0.3%
Value ($000) $807 Shares 33,519 Est. Cost $25.51 Unrealized -14.5%
DHR DANAHER CORP 0.3%
Value ($000) $798 Shares 3,709 Est. Cost $103.08 Unrealized +68.5%
ACN ACCENTURE LTD BERMUDA CL A 0.3%
Value ($000) $778 Shares 3,446 Est. Cost $149.40 Unrealized +42.1%
NKE NIKE INC CLASS B 0.3%
Value ($000) $773 Shares 6,156 Est. Cost $67.69 Unrealized +47.2%
GLD SPDR GOLD ETF 0.2%
Value ($000) $748 Shares 4,221 Est. Cost $125.41 Unrealized
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $714 Shares 6,870 Est. Cost $78.49 Unrealized +9.9%
ICE INTERCONTINENTALEXCHINTL 0.2%
Value ($000) $712 Shares 7,110 Est. Cost $70.17 Unrealized +31.1%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $708 Shares 4,250 Est. Cost $83.75 Unrealized +40.1%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.2%
Value ($000) $704 Shares 1,907 Est. Cost $204.00 Unrealized
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $683 Shares 4,779 Est. Cost $93.99 Unrealized +24.3%
INTU INTUIT INC 0.2%
Value ($000) $674 Shares 2,065 Est. Cost $184.00 Unrealized +64.5%
QCOM QUALCOMM INC 0.2%
Value ($000) $669 Shares 5,683 Est. Cost $59.63 Unrealized +59.6%
ACTIVISION INC 0.2%
Value ($000) $643 Shares 7,948 Est. Cost $60.68 Unrealized
GWX SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF 0.2%
Value ($000) $641 Shares 21,125 Est. Cost $29.27 Unrealized
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.2%
Value ($000) $637 Shares 10,797 Est. Cost $57.16 Unrealized
NFLX NETFLIX COM INC 0.2%
Value ($000) $634 Shares 1,267 Est. Cost $31.47 Unrealized +58.1%
CCI CROWN CASTLE INTL CORP 0.2%
Value ($000) $585 Shares 3,515 Est. Cost $86.20 Unrealized +49.7%
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.2%
Value ($000) $577 Shares 3,085 Est. Cost $141.81 Unrealized
LOW LOWES COS INC COM 0.2%
Value ($000) $559 Shares 3,372 Est. Cost $103.31 Unrealized +35.4%
HON HONEYWELL INTL INC 0.2%
Value ($000) $551 Shares 3,350 Est. Cost $125.43 Unrealized +6.2%
TSLA TESLA MOTORS INC 0.2%
Value ($000) $537 Shares 1,253 Est. Cost $107.19 Unrealized +10.1%
BLACKROCK INC 0.2%
Value ($000) $531 Shares 943 Est. Cost $445.76 Unrealized
AVGO AVAGO TECHNOLOGIES LTD 0.2%
Value ($000) $525 Shares 1,439 Est. Cost $24.56 Unrealized +20.7%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $524 Shares 6,992 Est. Cost $57.92 Unrealized +1.6%
BIL SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF 0.2%
Value ($000) $523 Shares 5,710 Est. Cost $91.59 Unrealized
CANADIAN PAC RAILWAYLTD 0.2%
Value ($000) $513 Shares 1,684 Est. Cost $189.52 Unrealized
EQIX EQUINIX INC COM 0.2%
Value ($000) $513 Shares 676 Est. Cost $404.56 Unrealized +69.0%
FLAHERTY & CRUMRINE / CLAYMORE PFD SECS 0.2%
Value ($000) $493 Shares 23,500 Est. Cost $20.13 Unrealized
YUM YUM! BRANDS INC 0.2%
Value ($000) $493 Shares 5,395 Est. Cost $76.84 Unrealized +8.5%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $492 Shares 1,285 Est. Cost $287.57 Unrealized +14.4%
EA ELECTRONICS ARTS 0.2%
Value ($000) $490 Shares 3,758 Est. Cost $113.66 Unrealized +16.6%
BLACKROCK INTL GROWTH TR 0.2%
Value ($000) $488 Shares 92,635 Est. Cost $6.41 Unrealized
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $488 Shares 4,863 Est. Cost $93.41 Unrealized -1.6%
NVS NOVARTIS AG ADR 0.2%
Value ($000) $487 Shares 5,603 Est. Cost $84.36 Unrealized
ORCL ORACLE CORPORATION 0.2%
Value ($000) $486 Shares 8,133 Est. Cost $46.48 Unrealized +13.5%
PLD PROLOGIS SHARE BENEFICIAL INT 0.2%
Value ($000) $478 Shares 4,749 Est. Cost $61.61 Unrealized +39.9%
UGA UNITED STATES GASOLINE FUND, LP 0.2%
Value ($000) $478 Shares 24,000 Est. Cost $10.08 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $470 Shares 8,187 Est. Cost $42.67 Unrealized +13.8%
FIS FIDELITY NATL INFO SVCS 0.2%
Value ($000) $466 Shares 3,161 Est. Cost $118.69 Unrealized +8.5%
CAT CATERPILLAR INC DEL COM 0.2%
Value ($000) $465 Shares 3,118 Est. Cost $115.04 Unrealized +10.2%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $445 Shares 7,389 Est. Cost $46.74 Unrealized +4.0%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $440 Shares 18,729 Est. Cost $37.55 Unrealized -41.9%
SAP SAP AKTIENGESELLSCHAFT ADR 0.1%
Value ($000) $436 Shares 2,800 Est. Cost $113.45 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $435 Shares 1,208 Est. Cost $256.78 Unrealized +31.4%
DG DOLLAR GEN CORP 0.1%
Value ($000) $419 Shares 2,001 Est. Cost $135.43 Unrealized +34.4%
RMD RESMED INC 0.1%
Value ($000) $419 Shares 2,443 Est. Cost $104.66 Unrealized +68.6%
PSX PHILLIPS 66 0.1%
Value ($000) $412 Shares 7,951 Est. Cost $65.94 Unrealized -25.6%
ISRG INTUITIVE SURGICAL, INC. 0.1%
Value ($000) $411 Shares 579 Est. Cost $178.21 Unrealized +26.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $406 Shares 7,051 Est. Cost $64.26 Unrealized -16.4%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value ($000) $403 Shares 3,635 Est. Cost $96.42 Unrealized
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $399 Shares 390 Est. Cost $20.74 Unrealized +379.3%
UNP UNION PAC CORP COM 0.1%
Value ($000) $395 Shares 2,005 Est. Cost $146.10 Unrealized +12.8%
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 0.1%
Value ($000) $389 Shares 7,245 Est. Cost $57.06 Unrealized
LINDE PLC SHS 0.1%
Value ($000) $388 Shares 1,628 Est. Cost $176.59 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $384 Shares 1,168 Est. Cost $255.73 Unrealized +30.5%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $383 Shares 8,685 Est. Cost $41.62 Unrealized
JNK SPDR HIGH YIELD BOND ETF 0.1%
Value ($000) $380 Shares 3,646 Est. Cost $106.53 Unrealized
IWV ISHARES TRUST RUSSELL 3000 INDEX FD 0.1%
Value ($000) $375 Shares 1,918 Est. Cost $162.60 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $374 Shares 1,347 Est. Cost $49.41 Unrealized +22.0%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $373 Shares 2,514 Est. Cost $115.05 Unrealized +26.7%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $371 Shares 5,155 Est. Cost $78.67 Unrealized -15.5%
TGT TARGET CORP COM 0.1%
Value ($000) $370 Shares 2,350 Est. Cost $99.64 Unrealized +19.1%
ABBNY ABB LTD SPONSORED ADR 0.1%
Value ($000) $367 Shares 14,418 Est. Cost $19.04 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $358 Shares 6,123 Est. Cost $51.21 Unrealized +2.3%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.1%
Value ($000) $354 Shares 7,024 Est. Cost $53.56 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $353 Shares 5,548 Est. Cost $66.79 Unrealized -24.5%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $352 Shares 5,563 Est. Cost $51.56 Unrealized +8.8%
MPC MARATHON PETE CORP 0.1%
Value ($000) $351 Shares 11,966 Est. Cost $38.36 Unrealized -21.4%
GPN GLOBAL PAYMENTS INC 0.1%
Value ($000) $350 Shares 1,972 Est. Cost $165.35 Unrealized 0.0%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $347 Shares 3,085 Est. Cost $108.27 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $341 Shares 2,980 Est. Cost $91.74 Unrealized +15.1%
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $337 Shares 1,394 Est. Cost $187.65 Unrealized +15.5%
YUMC YUM CHINA HLDGS INC COM 0.1%
Value ($000) $336 Shares 6,348 Est. Cost $47.16 Unrealized +12.2%
C CITIGROUP INC 0.1%
Value ($000) $336 Shares 7,785 Est. Cost $57.86 Unrealized -29.1%
MMM 3M CO COM 0.1%
Value ($000) $336 Shares 2,097 Est. Cost $102.42 Unrealized +7.8%
ALLIANZGI DIVIDEND INT & PRMIU COM 0.1%
Value ($000) $333 Shares 28,180 Est. Cost $12.22 Unrealized
SBAC SBA COMMUNICATIONS CP 0.1%
Value ($000) $331 Shares 1,038 Est. Cost $227.40 Unrealized +25.0%
AKAM AKAMAI TECH 0.1%
Value ($000) $330 Shares 2,984 Est. Cost $87.75 Unrealized +26.5%
AZN ASTRAZENECA PLC- SPONS ADR 0.1%
Value ($000) $328 Shares 5,987 Est. Cost $38.03 Unrealized
ALPINE TOTAL DYNAMICDIVID FD COM SH BEN INT 0.1%
Value ($000) $328 Shares 41,257 Est. Cost $8.72 Unrealized
ING ING GROEP NV ADR 0.1%
Value ($000) $325 Shares 45,949 Est. Cost $7.68 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $325 Shares 1,092 Est. Cost $181.21 Unrealized +38.9%
MTD METTLER TOLEDO INTL INCF 0.1%
Value ($000) $323 Shares 334 Est. Cost $618.03 Unrealized +50.1%
IHS MARKIT LTD SHS 0.1%
Value ($000) $322 Shares 4,105 Est. Cost $67.76 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $320 Shares 1,938 Est. Cost $154.56 Unrealized +10.3%
SNY SANOFI SA 0.1%
Value ($000) $320 Shares 6,389 Est. Cost $50.85 Unrealized
PCY POWERSHARES EMERGING MKTS SOVEREIGN DEBT 0.1%
Value ($000) $319 Shares 11,780 Est. Cost $27.83 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $319 Shares 295 Est. Cost $806.73 Unrealized +34.5%
IWO ISHARES RUSSELL 2000 GROWTH INDEX 0.1%
Value ($000) $318 Shares 1,437 Est. Cost $186.62 Unrealized
TAK TAKEDA PHARMA CO ADR XXX MANDATORY EXCHANGE 0.1%
Value ($000) $317 Shares 17,768 Est. Cost $19.79 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $315 Shares 8,159 Est. Cost $29.44 Unrealized -7.7%
ALC ALCON AG ORD SHS 0.1%
Value ($000) $313 Shares 5,486 Est. Cost $56.25 Unrealized +3.1%
QQQ POWERSHARES QQQ TR 0.1%
Value ($000) $311 Shares 1,118 Est. Cost $188.80 Unrealized
BLACKROCK CREDIT ALLOC INCOME TRUST 0.1%
Value ($000) $311 Shares 21,893 Est. Cost $12.95 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $311 Shares 8,673 Est. Cost $37.12 Unrealized -22.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $308 Shares 3,579 Est. Cost $77.20 Unrealized -8.3%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $305 Shares 3,725 Est. Cost $74.25 Unrealized 0.0%
STE STERIS CORP 0.1%
Value ($000) $301 Shares 1,710 Est. Cost $112.79 Unrealized +35.2%
HPQ HP INC COM 0.1%
Value ($000) $301 Shares 15,853 Est. Cost $16.68 Unrealized -9.1%
FLAHERTY & CRUMRINE PFD INCOME COM 0.1%
Value ($000) $297 Shares 18,000 Est. Cost $15.08 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $297 Shares 477 Est. Cost $466.72 Unrealized +26.4%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $296 Shares 4,909 Est. Cost $49.86 Unrealized
D DOMINION RESOURCES INC 0.1%
Value ($000) $290 Shares 3,673 Est. Cost $59.06 Unrealized +5.0%
BTI BRITISH AMERICAN TOBACCO 0.1%
Value ($000) $289 Shares 7,993 Est. Cost $41.25 Unrealized
ACNB A C N B CORP 0.1%
Value ($000) $288 Shares 13,863 Est. Cost $21.99 Unrealized -16.0%
ADSK AUTODESK INC 0.1%
Value ($000) $284 Shares 1,231 Est. Cost $196.57 Unrealized +20.9%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $282 Shares 6,528 Est. Cost $60.45 Unrealized -29.5%
SO SOUTHERN CO COM 0.1%
Value ($000) $278 Shares 5,130 Est. Cost $46.31 Unrealized -6.0%
CSX CSX CORP 0.1%
Value ($000) $276 Shares 3,551 Est. Cost $20.51 Unrealized +11.9%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $275 Shares 3,361 Est. Cost $72.77 Unrealized -6.8%
ECL ECOLAB INC COM 0.1%
Value ($000) $274 Shares 1,370 Est. Cost $175.26 Unrealized +7.5%
BCS BARCLAYS PLC ADR 0.1%
Value ($000) $271 Shares 54,140 Est. Cost $8.30 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $271 Shares 389 Est. Cost $178.48 Unrealized +16.7%
ELV ANTHEM INC COM 0.1%
Value ($000) $270 Shares 1,004 Est. Cost $235.00 Unrealized +6.4%
BKNG PRICELINE.COM INC 0.1%
Value ($000) $270 Shares 158 Est. Cost $1497.60 Unrealized +15.4%
ADVENT CLAYMORE CONVERTIBLE SECS & INC 0.1%
Value ($000) $270 Shares 19,573 Est. Cost $14.76 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $267 Shares 3,338 Est. Cost $73.45 Unrealized +6.2%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $267 Shares 2,427 Est. Cost $107.05 Unrealized -17.1%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $266 Shares 4,066 Est. Cost $62.20 Unrealized -5.5%
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $261 Shares 2,148 Est. Cost $98.45 Unrealized -4.7%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $259 Shares 7,870 Est. Cost $32.68 Unrealized -4.5%
HUM HUMANA INC COM 0.1%
Value ($000) $258 Shares 625 Est. Cost $355.71 Unrealized +7.7%
GWW GRAINGER W W INC COM 0.1%
Value ($000) $257 Shares 719 Est. Cost $270.64 Unrealized +19.8%
IRTC IRHYTHM TECHNOLOGIES INC COM 0.1%
Value ($000) $257 Shares 1,078 Est. Cost $176.91 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS IN 0.1%
Value ($000) $255 Shares 937 Est. Cost $229.39 Unrealized +20.3%
MET METLIFE INC COM 0.1%
Value ($000) $244 Shares 6,556 Est. Cost $37.83 Unrealized -15.4%
AVY AVERY DENNISON CORP COM 0.1%
Value ($000) $244 Shares 1,906 Est. Cost $99.96 Unrealized +7.8%
AJG GALLAGHER ARTHUR J &CO 0.1%
Value ($000) $244 Shares 2,311 Est. Cost $83.03 Unrealized +17.6%
RVTY PERKINELMER INC COM 0.1%
Value ($000) $243 Shares 1,935 Est. Cost $113.55 Unrealized 0.0%
ROP ROPER INDUSTRIES INC 0.1%
Value ($000) $240 Shares 607 Est. Cost $346.53 Unrealized +16.2%
BIDU BAIDU COM ADR 0.1%
Value ($000) $238 Shares 1,882 Est. Cost $122.63 Unrealized
AON AON CORP 0.1%
Value ($000) $237 Shares 1,145 Est. Cost $191.78 Unrealized 0.0%
ALEXION PHARMA INC 0.1%
Value ($000) $234 Shares 2,044 Est. Cost $112.43 Unrealized
DXCM DEXCOM INC COM 0.1%
Value ($000) $232 Shares 562 Est. Cost $89.45 Unrealized +16.8%
HDB HDFC BK LTD ADR REPSTG 3 SHS 0.1%
Value ($000) $232 Shares 4,626 Est. Cost $80.37 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $230 Shares 1,560 Est. Cost $109.28 Unrealized +13.0%
NSC NORFOLK SOUTHERN CRP 0.1%
Value ($000) $229 Shares 1,067 Est. Cost $150.98 Unrealized +19.2%
THOMSON REUTERS CORPORATION (USA) 0.1%
Value ($000) $228 Shares 2,858 Est. Cost $79.78 Unrealized
EL ESTEE LAUDER COMPANIES INC 0.1%
Value ($000) $228 Shares 1,047 Est. Cost $190.83 Unrealized 0.0%
TOTAL SA ADR 0.1%
Value ($000) $228 Shares 6,662 Est. Cost $34.22 Unrealized
SONY SONY CORP SPONSORED ADR 0.1%
Value ($000) $228 Shares 2,967 Est. Cost $69.40 Unrealized
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $227 Shares 1,061 Est. Cost $165.04 Unrealized +23.4%
ROYCE VALUE TR INC COM 0.1%
Value ($000) $227 Shares 17,940 Est. Cost $12.16 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $227 Shares 4,077 Est. Cost $50.59 Unrealized -1.1%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $226 Shares 5,217 Est. Cost $45.19 Unrealized
FIAT CHRYSLER AUTOMOBILES N V SHS 0.1%
Value ($000) $223 Shares 18,239 Est. Cost $13.07 Unrealized
PUK PRUDENTIAL CORP PLC ADRF SPONSORED ADR 0.1%
Value ($000) $221 Shares 7,725 Est. Cost $30.35 Unrealized
MNST MONSTER BEVERAGE CORP 0.1%
Value ($000) $220 Shares 2,741 Est. Cost $39.50 Unrealized 0.0%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $218 Shares 6,004 Est. Cost $32.40 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $218 Shares 1,127 Est. Cost $167.30 Unrealized 0.0%
NVO NOVO-NORDISK A/S ADR ADR CMN 0.1%
Value ($000) $217 Shares 3,132 Est. Cost $59.96 Unrealized
NTB BANK OF NT BUTTERFIELD&SON LTD SHS NEW 0.1%
Value ($000) $212 Shares 9,533 Est. Cost $16.34 Unrealized +17.1%
PENN PENN NATL GAMING INC 0.1%
Value ($000) $212 Shares 2,910 Est. Cost $49.06 Unrealized 0.0%
VRSN VERISIGN INC 0.1%
Value ($000) $211 Shares 1,030 Est. Cost $205.77 Unrealized -0.5%
ISHARES GOLD TRUST ETF 0.1%
Value ($000) $210 Shares 11,718 Est. Cost $14.93 Unrealized
AMEDISYS INC 0.1%
Value ($000) $209 Shares 884 Est. Cost $236.43 Unrealized
RIO RIO TINTO PLC SPON ADR 0.1%
Value ($000) $208 Shares 3,448 Est. Cost $60.32 Unrealized
PCEF INVESCO CEF INCOME COMPOSITE ETF 0.1%
Value ($000) $208 Shares 10,300 Est. Cost $20.19 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $207 Shares 1,770 Est. Cost $99.37 Unrealized +7.1%
CRL CHARLES RIVER LABS HLDG 0.1%
Value ($000) $207 Shares 917 Est. Cost $207.53 Unrealized 0.0%
MCO MOODYS CORP 0.1%
Value ($000) $207 Shares 714 Est. Cost $272.91 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $206 Shares 893 Est. Cost $207.36 Unrealized
FIRST TR INTER DUR PFD & IN FD COM 0.1%
Value ($000) $206 Shares 9,571 Est. Cost $21.33 Unrealized
RACE FERRARI N V COM 0.1%
Value ($000) $205 Shares 1,113 Est. Cost $186.02 Unrealized 0.0%
DELPHI AUTOMOTIVE PLC COM 0.1%
Value ($000) $205 Shares 2,240 Est. Cost $91.52 Unrealized
BF/B BROWN FORMAN CORP CL B 0.1%
Value ($000) $205 Shares 2,724 Est. Cost $64.74 Unrealized 0.0%
AMCOR PLC ORD 0.1%
Value ($000) $204 Shares 18,404 Est. Cost $8.71 Unrealized 0.0%
SPLUNK INC COM 0.1%
Value ($000) $203 Shares 1,076 Est. Cost $198.55 Unrealized
KMI KINDER MORGAN INC 0.1%
Value ($000) $202 Shares 16,344 Est. Cost $10.12 Unrealized 0.0%
NOW SERVICE NOW INC 0.1%
Value ($000) $201 Shares 414 Est. Cost $89.31 Unrealized 0.0%
UMC UNITED MICROELECTRONICS CORPOR SPONSORED A 0.1%
Value ($000) $201 Shares 41,930 Est. Cost $2.35 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED 0.1%
Value ($000) $201 Shares 49,995 Est. Cost $3.95 Unrealized
NXPI NXP SEMICONDUCTORS NV COM 0.1%
Value ($000) $201 Shares 1,614 Est. Cost $111.28 Unrealized 0.0%
BLACKROCK GLOBAL OPPORTUNITIES EQUITYTR COM 0.1%
Value ($000) $197 Shares 20,593 Est. Cost $11.02 Unrealized
BLACKROCK CORE BD TR SHS BEN INT 0.1%
Value ($000) $178 Shares 11,377 Est. Cost $13.61 Unrealized
SMFG SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098 0.1%
Value ($000) $176 Shares 31,428 Est. Cost $6.63 Unrealized
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $175 Shares 28,183 Est. Cost $9.22 Unrealized
KEY KEYCORP COM 0.1%
Value ($000) $172 Shares 14,401 Est. Cost $11.76 Unrealized -20.2%
SALOMON BROS EMERGING MKTS DEBT FUND 0.1%
Value ($000) $164 Shares 13,293 Est. Cost $13.58 Unrealized
CBRA CLARION GLOBAL REAL ESTATE INCOME 0.0%
Value ($000) $150 Shares 25,115 Est. Cost $6.83 Unrealized
BBVA BANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.49 0.0%
Value ($000) $147 Shares 53,869 Est. Cost $3.41 Unrealized
TATA MOTORS LTD ADR 0.0%
Value ($000) $147 Shares 16,215 Est. Cost $6.59 Unrealized
NUVEEN INSD TAX FREE ADV TAX FREE ADVANTAGE MUNI 0.0%
Value ($000) $146 Shares 10,232 Est. Cost $13.65 Unrealized
UNITED STATES NATURAL GAS LP ETP 0.0%
Value ($000) $145 Shares 12,740 Est. Cost $12.48 Unrealized
WESTPAC BANKING LTD SPON ADR 0.0%
Value ($000) $134 Shares 11,124 Est. Cost $12.52 Unrealized
MFS MULTIMARKET INCOME TRUST 0.0%
Value ($000) $125 Shares 22,197 Est. Cost $5.76 Unrealized
LPL LG PHILIPS LCD CO LTD SPONSORED ADR REP 0.5 ORD SHS 0.0%
Value ($000) $120 Shares 18,417 Est. Cost $4.45 Unrealized
XAWPX ALPINE GLOBAL PREMIER PROPERTIES FD 0.0%
Value ($000) $118 Shares 25,636 Est. Cost $5.51 Unrealized
MFS CHARTER INCOME 0.0%
Value ($000) $115 Shares 14,304 Est. Cost $8.05 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $113 Shares 12,279 Est. Cost $10.37 Unrealized -29.8%
LOAN MANHATTAN BRIDGE CAPITAL INC 0.0%
Value ($000) $113 Shares 112,543 Est. Cost $0.99 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $110 Shares 16,453 Est. Cost $6.05 Unrealized -15.0%
IBN ICICI BANK LTD ADR 0.0%
Value ($000) $109 Shares 11,051 Est. Cost $8.49 Unrealized
MFG MIZUHO FINANCIAL GROUP INC. SPONSORED ADR 0.0%
Value ($000) $96 Shares 37,800 Est. Cost $2.47 Unrealized
BLACKROCK ENHANCED DIVID ACHIEVERS TR COM 0.0%
Value ($000) $94 Shares 12,922 Est. Cost $9.00 Unrealized
CX CEMEX SAB DE CV SPON ADR NEW 0.0%
Value ($000) $78 Shares 20,559 Est. Cost $2.88 Unrealized
TEMPLETON GLOBAL INCOME FD INC 0.0%
Value ($000) $77 Shares 14,362 Est. Cost $5.29 Unrealized
SAN BANCO SANTANDER CENT HISP 0.0%
Value ($000) $58 Shares 31,601 Est. Cost $2.87 Unrealized
NMR NOMURA HLDGS INC SPON ADR 0.0%
Value ($000) $56 Shares 12,207 Est. Cost $4.28 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $56 Shares 14,379 Est. Cost $4.38 Unrealized
AROC ARCHROCK INC COM 0.0%
Value ($000) $55 Shares 10,249 Est. Cost $3.81 Unrealized +27.9%
BSBR BANCO SANTANDER BRASIL ADRF 0.0%
Value ($000) $54 Shares 11,017 Est. Cost $5.19 Unrealized
VOYA GLBL EQTY DIV & PREM OPP COM 0.0%
Value ($000) $53 Shares 10,695 Est. Cost $4.80 Unrealized
GGB GERDAU S A 0.0%
Value ($000) $50 Shares 13,458 Est. Cost $3.17 Unrealized
SOUTHWESTERN ENERGY CO COM 0.0%
Value ($000) $44 Shares 18,630 Est. Cost $1.69 Unrealized
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $30 Shares 13,157 Est. Cost $2.28 Unrealized
FRBKQ REPUBLIC FIRST BANCORP INC COM 0.0%
Value ($000) $20 Shares 10,081 Est. Cost $2.31 Unrealized -5.6%