Signature Wealth Management Group Diversified Active

CIK: 0001736666 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 30, 2018

Total Value ($000): $134,769 (100.0% shares, 0.0% debt)

Holdings (335)

SO SOUTHERN CO 3.7%
Value ($000) $4,965 Shares 108,187 Est. Cost $36.45 Unrealized -6.0%
TIP ISHARES TR 3.1%
Value ($000) $4,122 Shares 37,681 Est. Cost $113.83 Unrealized
CSCO CISCO SYS INC 2.9%
Value ($000) $3,902 Shares 89,007 Est. Cost $27.97 Unrealized +28.9%
WEC WEC ENERGY GROUP INC 2.9%
Value ($000) $3,858 Shares 55,285 Est. Cost $51.71 Unrealized +2.0%
OKE ONEOK INC NEW 2.8%
Value ($000) $3,714 Shares 58,745 Est. Cost $32.11 Unrealized +33.2%
SPG SIMON PPTY GROUP INC NEW 2.7%
Value ($000) $3,621 Shares 20,019 Est. Cost $104.71 Unrealized +13.0%
LAMR LAMAR ADVERTISING CO NEW 2.6%
Value ($000) $3,557 Shares 48,074 Est. Cost $74.06 Unrealized
PFE PFIZER INC 2.6%
Value ($000) $3,514 Shares 81,282 Est. Cost $23.80 Unrealized +16.2%
O REALTY INCOME CORP 2.6%
Value ($000) $3,509 Shares 57,245 Est. Cost $36.71 Unrealized +5.3%
PG PROCTER AND GAMBLE CO 2.4%
Value ($000) $3,240 Shares 36,718 Est. Cost $72.07 Unrealized -5.9%
VLO VALERO ENERGY CORP NEW 2.4%
Value ($000) $3,228 Shares 36,944 Est. Cost $61.32 Unrealized +37.3%
GLAXOSMITHKLINE PLC 2.3%
Value ($000) $3,160 Shares 80,357 Est. Cost $36.32 Unrealized
WSM WILLIAMS SONOMA INC 2.3%
Value ($000) $3,140 Shares 55,443 Est. Cost $22.60 Unrealized +19.4%
HRB BLOCK H & R INC 2.3%
Value ($000) $3,124 Shares 121,403 Est. Cost $19.02 Unrealized 0.0%
QCOM QUALCOMM INC 2.3%
Value ($000) $3,109 Shares 50,011 Est. Cost $49.00 Unrealized +11.5%
CBRL CRACKER BARREL OLD CTRY STOR 2.3%
Value ($000) $3,082 Shares 19,108 Est. Cost $112.37 Unrealized -0.4%
BB&T CORP 2.3%
Value ($000) $3,058 Shares 64,005 Est. Cost $47.84 Unrealized
FLO FLOWERS FOODS INC 2.2%
Value ($000) $3,027 Shares 156,115 Est. Cost $13.92 Unrealized +7.7%
PAYX PAYCHEX INC 2.2%
Value ($000) $2,976 Shares 46,558 Est. Cost $51.63 Unrealized +12.2%
XOM EXXON MOBIL CORP 2.2%
Value ($000) $2,963 Shares 38,459 Est. Cost $57.09 Unrealized +1.9%
OXY OCCIDENTAL PETE CORP DEL 2.1%
Value ($000) $2,877 Shares 43,286 Est. Cost $57.61 Unrealized +17.6%
KMB KIMBERLY CLARK CORP 2.1%
Value ($000) $2,856 Shares 27,917 Est. Cost $86.14 Unrealized +0.5%
GIS GENERAL MLS INC 2.0%
Value ($000) $2,738 Shares 62,041 Est. Cost $39.95 Unrealized -12.5%
IP INTL PAPER CO 2.0%
Value ($000) $2,681 Shares 61,435 Est. Cost $37.50 Unrealized -5.0%
ABBV ABBVIE INC 1.9%
Value ($000) $2,571 Shares 31,599 Est. Cost $67.07 Unrealized +3.1%
ISHARES TR 1.9%
Value ($000) $2,549 Shares 105,093 Est. Cost $24.94 Unrealized
PFG PRINCIPAL FINL GROUP INC 1.9%
Value ($000) $2,545 Shares 55,574 Est. Cost $41.76 Unrealized -0.0%
ISHARES TR 1.9%
Value ($000) $2,521 Shares 104,356 Est. Cost $24.97 Unrealized
TLT ISHARES TR 1.8%
Value ($000) $2,490 Shares 21,703 Est. Cost $126.84 Unrealized
ISHARES TR 1.8%
Value ($000) $2,473 Shares 103,243 Est. Cost $24.43 Unrealized
ISHARES TR 1.8%
Value ($000) $2,460 Shares 103,713 Est. Cost $24.04 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.8%
Value ($000) $2,417 Shares 20,203 Est. Cost $102.12 Unrealized -0.8%
T AT&T INC 1.7%
Value ($000) $2,321 Shares 78,307 Est. Cost $15.28 Unrealized -5.3%
IBDR ISHARES TR 1.7%
Value ($000) $2,319 Shares 100,398 Est. Cost $23.35 Unrealized
IVZ INVESCO LTD 1.7%
Value ($000) $2,234 Shares 105,183 Est. Cost $24.12 Unrealized -27.5%
BAB INVESCO EXCHNG TRADED FD TR 1.4%
Value ($000) $1,893 Shares 65,698 Est. Cost $29.59 Unrealized
HD HOME DEPOT INC 1.2%
Value ($000) $1,570 Shares 9,064 Est. Cost $141.67 Unrealized +18.6%
MSFT MICROSOFT CORP 1.1%
Value ($000) $1,498 Shares 14,424 Est. Cost $76.87 Unrealized +31.1%
IBDS ISHARES TR 0.9%
Value ($000) $1,275 Shares 54,538 Est. Cost $23.38 Unrealized
DAL DELTA AIR LINES INC DEL 0.6%
Value ($000) $802 Shares 15,022 Est. Cost $48.05 Unrealized +6.9%
AAPL APPLE INC 0.5%
Value ($000) $739 Shares 3,480 Est. Cost $40.35 Unrealized +22.1%
KO COCA COLA CO 0.5%
Value ($000) $717 Shares 15,440 Est. Cost $35.78 Unrealized +1.5%
SHM SPDR SER TR 0.5%
Value ($000) $629 Shares 13,206 Est. Cost $47.91 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $598 Shares 5,288 Est. Cost $97.62 Unrealized +9.2%
SBUX STARBUCKS CORP 0.4%
Value ($000) $582 Shares 9,975 Est. Cost $46.98 Unrealized -4.1%
AMGN AMGEN INC 0.4%
Value ($000) $581 Shares 3,088 Est. Cost $141.80 Unrealized +11.0%
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $576 Shares 4,574 Est. Cost $117.91 Unrealized -0.4%
VYM VANGUARD WHITEHALL FDS INC 0.4%
Value ($000) $569 Shares 6,965 Est. Cost $84.99 Unrealized
CVS CVS HEALTH CORP 0.4%
Value ($000) $564 Shares 7,990 Est. Cost $55.56 Unrealized +1.7%
RJF RAYMOND JAMES FINANCIAL INC 0.4%
Value ($000) $563 Shares 7,726 Est. Cost $50.88 Unrealized +7.9%
SCI SERVICE CORP INTL 0.4%
Value ($000) $557 Shares 13,062 Est. Cost $38.30 Unrealized +5.4%
INGERSOLL-RAND PLC 0.4%
Value ($000) $543 Shares 5,813 Est. Cost $89.64 Unrealized
NDAQ NASDAQ INC 0.4%
Value ($000) $542 Shares 6,442 Est. Cost $23.38 Unrealized +17.7%
SUNTRUST BKS INC 0.4%
Value ($000) $535 Shares 8,893 Est. Cost $60.62 Unrealized
BA BOEING CO 0.4%
Value ($000) $530 Shares 1,579 Est. Cost $265.33 Unrealized +27.8%
LOW LOWES COS INC 0.4%
Value ($000) $508 Shares 5,473 Est. Cost $73.66 Unrealized +23.6%
MAR MARRIOTT INTL INC NEW 0.4%
Value ($000) $499 Shares 4,428 Est. Cost $121.35 Unrealized -1.0%
C CITIGROUP INC 0.4%
Value ($000) $497 Shares 7,724 Est. Cost $55.98 Unrealized -2.2%
AVGO BROADCOM INC 0.4%
Value ($000) $496 Shares 2,345 Est. Cost $19.39 Unrealized -5.8%
MPC MARATHON PETE CORP 0.4%
Value ($000) $487 Shares 7,247 Est. Cost $62.52 Unrealized 0.0%
BLACKROCK INC 0.3%
Value ($000) $466 Shares 1,193 Est. Cost $464.55 Unrealized
LNC LINCOLN NATL CORP IND 0.3%
Value ($000) $456 Shares 7,904 Est. Cost $47.58 Unrealized -0.0%
MUB ISHARES TR 0.3%
Value ($000) $446 Shares 4,149 Est. Cost $110.71 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $438 Shares 3,185 Est. Cost $110.98 Unrealized -2.7%
CCL CARNIVAL CORP 0.3%
Value ($000) $391 Shares 7,237 Est. Cost $62.16 Unrealized -8.5%
WMT WALMART INC 0.2%
Value ($000) $332 Shares 3,327 Est. Cost $26.80 Unrealized +2.0%
ARKK ARK ETF TR 0.2%
Value ($000) $326 Shares 8,046 Est. Cost $44.84 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.2%
Value ($000) $286 Shares 9,477 Est. Cost $30.83 Unrealized
SDY SPDR SERIES TRUST 0.2%
Value ($000) $210 Shares 2,280 Est. Cost $94.30 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $191 Shares 1,406 Est. Cost $166.47 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $173 Shares 1,614 Est. Cost $111.59 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $171 Shares 2,393 Est. Cost $43.00 Unrealized +17.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $145 Shares 838 Est. Cost $138.65 Unrealized -2.8%
IWF ISHARES TR 0.1%
Value ($000) $133 Shares 967 Est. Cost $134.27 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $132 Shares 1,301 Est. Cost $85.52 Unrealized +10.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $121 Shares 852 Est. Cost $141.28 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $117 Shares 1,115 Est. Cost $86.27 Unrealized +2.5%
IEFA ISHARES TR 0.1%
Value ($000) $117 Shares 2,030 Est. Cost $65.08 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $117 Shares 2,376 Est. Cost $49.82 Unrealized
MMM 3M CO 0.1%
Value ($000) $111 Shares 597 Est. Cost $144.76 Unrealized -8.7%
INTC INTEL CORP 0.1%
Value ($000) $109 Shares 2,404 Est. Cost $36.55 Unrealized +13.6%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $104 Shares 395 Est. Cost $266.28 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $102 Shares 1,406 Est. Cost $56.42 Unrealized -9.6%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $101 Shares 1,783 Est. Cost $31.96 Unrealized +11.5%
TGT TARGET CORP 0.1%
Value ($000) $99 Shares 1,173 Est. Cost $48.06 Unrealized +41.4%
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $97 Shares 1,238 Est. Cost $79.16 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $91 Shares 806 Est. Cost $121.58 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $90 Shares 700 Est. Cost $94.49 Unrealized +23.4%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $89 Shares 622 Est. Cost $145.26 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $89 Shares 1,146 Est. Cost $79.31 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $80 Shares 589 Est. Cost $96.16 Unrealized +25.6%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $75 Shares 718 Est. Cost $82.30 Unrealized +12.6%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $74 Shares 615 Est. Cost $121.95 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $74 Shares 451 Est. Cost $170.73 Unrealized
CWB SPDR SERIES TRUST 0.1%
Value ($000) $73 Shares 1,479 Est. Cost $50.71 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $71 Shares 294 Est. Cost $244.15 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $70 Shares 350 Est. Cost $189.88 Unrealized +8.1%
VFC V F CORP 0.1%
Value ($000) $69 Shares 853 Est. Cost $66.06 Unrealized +29.1%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $65 Shares 850 Est. Cost $72.94 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $62 Shares 406 Est. Cost $128.56 Unrealized +16.1%
DVY ISHARES TR 0.0%
Value ($000) $60 Shares 638 Est. Cost $96.89 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $60 Shares 715 Est. Cost $62.65 Unrealized -4.2%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $59 Shares 712 Est. Cost $86.91 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $58 Shares 944 Est. Cost $65.70 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $55 Shares 851 Est. Cost $36.64 Unrealized -8.4%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $54 Shares 448 Est. Cost $116.07 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $53 Shares 467 Est. Cost $88.99 Unrealized +1.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $52 Shares 180 Est. Cost $253.57 Unrealized +4.2%
CSX CSX CORP 0.0%
Value ($000) $52 Shares 786 Est. Cost $15.87 Unrealized +36.0%
BAC BANK AMER CORP 0.0%
Value ($000) $52 Shares 1,971 Est. Cost $22.78 Unrealized +11.8%
IWV ISHARES TR 0.0%
Value ($000) $50 Shares 323 Est. Cost $154.80 Unrealized
ISHARES TR 0.0%
Value ($000) $50 Shares 2,073 Est. Cost $24.12 Unrealized
IHE ISHARES TR 0.0%
Value ($000) $47 Shares 311 Est. Cost $154.34 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $46 Shares 327 Est. Cost $113.43 Unrealized +7.2%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $44 Shares 1,210 Est. Cost $30.70 Unrealized -4.4%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $43 Shares 1,007 Est. Cost $27.59 Unrealized +14.5%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $41 Shares 648 Est. Cost $67.90 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $40 Shares 123 Est. Cost $346.15 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $40 Shares 589 Est. Cost $48.12 Unrealized +20.2%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $40 Shares 509 Est. Cost $81.63 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $39 Shares 356 Est. Cost $83.55 Unrealized +5.2%
SLF SUN LIFE FINL INC 0.0%
Value ($000) $36 Shares 999 Est. Cost $39.86 Unrealized +0.4%
DOWDUPONT INC 0.0%
Value ($000) $35 Shares 675 Est. Cost $70.53 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $35 Shares 1,007 Est. Cost $34.76 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $34 Shares 229 Est. Cost $154.47 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $33 Shares 590 Est. Cost $38.22 Unrealized +6.5%
V VISA INC 0.0%
Value ($000) $32 Shares 237 Est. Cost $131.20 Unrealized +3.0%
GOOG ALPHABET INC 0.0%
Value ($000) $30 Shares 29 Est. Cost $50.52 Unrealized +17.7%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $30 Shares 568 Est. Cost $44.98 Unrealized +3.4%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $30 Shares 600 Est. Cost $46.49 Unrealized -3.2%
LLY LILLY ELI & CO 0.0%
Value ($000) $30 Shares 275 Est. Cost $75.28 Unrealized +19.9%
VEA VANGUARD TAX MANAGED INTL FD 0.0%
Value ($000) $29 Shares 757 Est. Cost $44.91 Unrealized
NKE NIKE INC 0.0%
Value ($000) $29 Shares 396 Est. Cost $52.15 Unrealized +39.9%
GOOGL ALPHABET INC 0.0%
Value ($000) $29 Shares 28 Est. Cost $51.24 Unrealized +17.3%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $27 Shares 200 Est. Cost $135.00 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $25 Shares 207 Est. Cost $125.60 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $25 Shares 334 Est. Cost $56.07 Unrealized -2.1%
QAI INDEXIQ ETF TR 0.0%
Value ($000) $25 Shares 847 Est. Cost $30.33 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $24 Shares 515 Est. Cost $56.90 Unrealized
BKLN INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $23 Shares 1,019 Est. Cost $22.57 Unrealized
DJP BARCLAYS BK PLC 0.0%
Value ($000) $22 Shares 953 Est. Cost $23.08 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $22 Shares 900 Est. Cost $25.61 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $22 Shares 733 Est. Cost $34.11 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $22 Shares 391 Est. Cost $53.39 Unrealized -21.7%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $21 Shares 83 Est. Cost $186.06 Unrealized +24.0%
MAA MID AMER APT CMNTYS INC 0.0%
Value ($000) $21 Shares 211 Est. Cost $78.38 Unrealized +0.4%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $20 Shares 800 Est. Cost $27.50 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $20 Shares 288 Est. Cost $45.82 Unrealized +29.4%
USMV ISHARES TR 0.0%
Value ($000) $19 Shares 362 Est. Cost $53.76 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $19 Shares 167 Est. Cost $72.28 Unrealized +0.7%
BCE BCE INC 0.0%
Value ($000) $19 Shares 480 Est. Cost $28.77 Unrealized -10.0%
DNP SELECT INCOME FD 0.0%
Value ($000) $19 Shares 1,743 Est. Cost $10.90 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $19 Shares 641 Est. Cost $29.64 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $18 Shares 300 Est. Cost $44.10 Unrealized +17.4%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $18 Shares 197 Est. Cost $77.65 Unrealized +16.2%
M MACYS INC 0.0%
Value ($000) $18 Shares 530 Est. Cost $22.08 Unrealized +68.5%
PRAXAIR INC 0.0%
Value ($000) $17 Shares 101 Est. Cost $158.88 Unrealized
ISHARES TR 0.0%
Value ($000) $17 Shares 663 Est. Cost $25.64 Unrealized
NUVEEN PFD & INCM SECURTIES 0.0%
Value ($000) $16 Shares 1,875 Est. Cost $10.13 Unrealized
ANNALY CAP MGMT INC 0.0%
Value ($000) $14 Shares 1,400 Est. Cost $12.14 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $14 Shares 9 Est. Cost $55.02 Unrealized +70.9%
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $14 Shares 8 Est. Cost $1933.58 Unrealized +0.2%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $14 Shares 531 Est. Cost $26.37 Unrealized
IAC INTERACTIVECORP 0.0%
Value ($000) $14 Shares 75 Est. Cost $120.00 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $13 Shares 110 Est. Cost $127.27 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $13 Shares 340 Est. Cost $33.83 Unrealized
NVS NOVARTIS A G 0.0%
Value ($000) $12 Shares 143 Est. Cost $86.46 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $12 Shares 386 Est. Cost $23.31 Unrealized -5.7%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $12 Shares 248 Est. Cost $53.12 Unrealized +0.2%
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $12 Shares 348 Est. Cost $40.23 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $12 Shares 1,084 Est. Cost $17.47 Unrealized
XNTK SPDR SERIES TRUST 0.0%
Value ($000) $12 Shares 144 Est. Cost $83.33 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $12 Shares 250 Est. Cost $54.84 Unrealized -14.3%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $12 Shares 108 Est. Cost $116.31 Unrealized +3.6%
HANCOCK JOHN PREMUIM DIV FD 0.0%
Value ($000) $11 Shares 700 Est. Cost $17.14 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $11 Shares 160 Est. Cost $62.50 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $11 Shares 306 Est. Cost $27.58 Unrealized +26.6%
META FACEBOOK INC 0.0%
Value ($000) $11 Shares 77 Est. Cost $175.92 Unrealized +2.2%
TSLA TESLA INC 0.0%
Value ($000) $11 Shares 34 Est. Cost $20.76 Unrealized +0.3%
TRANSCANADA CORP 0.0%
Value ($000) $11 Shares 281 Est. Cost $49.82 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $11 Shares 125 Est. Cost $69.58 Unrealized -20.3%
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $11 Shares 327 Est. Cost $22.28 Unrealized +3.9%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $10 Shares 55 Est. Cost $31.53 Unrealized +12.5%
NRG NRG ENERGY INC 0.0%
Value ($000) $10 Shares 280 Est. Cost $22.53 Unrealized +23.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $10 Shares 255 Est. Cost $34.49 Unrealized +3.2%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $10 Shares 64 Est. Cost $113.99 Unrealized +29.1%
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $10 Shares 227 Est. Cost $49.08 Unrealized
SPLV INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $10 Shares 215 Est. Cost $46.51 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $10 Shares 195 Est. Cost $39.05 Unrealized +0.2%
HYG ISHARES TR 0.0%
Value ($000) $9 Shares 102 Est. Cost $88.24 Unrealized
PUTNAM MUN OPPORTUNITIES TR 0.0%
Value ($000) $9 Shares 781 Est. Cost $12.80 Unrealized
ANSYS INC 0.0%
Value ($000) $9 Shares 60 Est. Cost $166.67 Unrealized
AETNA INC NEW 0.0%
Value ($000) $9 Shares 47 Est. Cost $170.21 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $9 Shares 82 Est. Cost $130.86 Unrealized -12.0%
BLACKROCK MUNIYIELD QUALITY 0.0%
Value ($000) $9 Shares 667 Est. Cost $14.99 Unrealized
DEL FRISCOS RESTAURANT GROUP 0.0%
Value ($000) $9 Shares 1,300 Est. Cost $6.92 Unrealized
CNK CINEMARK HOLDINGS INC 0.0%
Value ($000) $9 Shares 217 Est. Cost $34.51 Unrealized -0.8%
GEF GREIF INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $42.39 Unrealized -2.3%
XHB SPDR SERIES TRUST 0.0%
Value ($000) $9 Shares 278 Est. Cost $43.17 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $9 Shares 85 Est. Cost $76.51 Unrealized +6.3%
HAS HASBRO INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $70.35 Unrealized +8.9%
MCI BARINGS CORPORATE INVS 0.0%
Value ($000) $9 Shares 590 Est. Cost $15.25 Unrealized
HARRIS CORP DEL 0.0%
Value ($000) $8 Shares 53 Est. Cost $150.94 Unrealized
CENTURYLINK INC 0.0%
Value ($000) $8 Shares 397 Est. Cost $16.76 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $8 Shares 66 Est. Cost $121.21 Unrealized
EATON VANCE TX ADV GLBL DIV 0.0%
Value ($000) $8 Shares 500 Est. Cost $18.00 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $8 Shares 50 Est. Cost $154.79 Unrealized +1.8%
RAYTHEON CO 0.0%
Value ($000) $8 Shares 45 Est. Cost $177.78 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $8 Shares 33 Est. Cost $263.02 Unrealized +2.6%
WESTROCK CO 0.0%
Value ($000) $8 Shares 205 Est. Cost $62.31 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $8 Shares 122 Est. Cost $50.40 Unrealized +0.7%
NHI NATIONAL HEALTH INVS INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $80.00 Unrealized
BURL BURLINGTON STORES INC 0.0%
Value ($000) $7 Shares 43 Est. Cost $101.81 Unrealized +56.7%
EVERI HLDGS INC 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $8.00 Unrealized
TDTF FLEXSHARES TR 0.0%
Value ($000) $7 Shares 300 Est. Cost $23.33 Unrealized
GTY GETTY RLTY CORP NEW 0.0%
Value ($000) $7 Shares 253 Est. Cost $27.67 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 108 Est. Cost $72.83 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $7 Shares 100 Est. Cost $55.98 Unrealized +5.4%
CLX CLOROX CO DEL 0.0%
Value ($000) $7 Shares 48 Est. Cost $107.52 Unrealized +6.6%
TEMPLETON EMERG MKTS INCOME 0.0%
Value ($000) $7 Shares 700 Est. Cost $11.43 Unrealized
IYZ ISHARES TR 0.0%
Value ($000) $6 Shares 235 Est. Cost $29.79 Unrealized
LEA LEAR CORP 0.0%
Value ($000) $6 Shares 44 Est. Cost $149.16 Unrealized -1.4%
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $6 Shares 104 Est. Cost $67.31 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $6 Shares 122 Est. Cost $49.18 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $6 Shares 162 Est. Cost $32.46 Unrealized +21.1%
PCG PG&E CORP 0.0%
Value ($000) $6 Shares 134 Est. Cost $55.37 Unrealized -20.5%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $6 Shares 206 Est. Cost $49.42 Unrealized -17.7%
WORLDPAY INC 0.0%
Value ($000) $6 Shares 74 Est. Cost $81.08 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $6 Shares 63 Est. Cost $69.29 Unrealized +24.2%
PLD PROLOGIS INC 0.0%
Value ($000) $6 Shares 94 Est. Cost $53.52 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $6 Shares 148 Est. Cost $36.04 Unrealized +6.8%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $6 Shares 37 Est. Cost $130.30 Unrealized +4.3%
NVDA NVIDIA CORP 0.0%
Value ($000) $6 Shares 30 Est. Cost $4.91 Unrealized +31.2%
SRE SEMPRA ENERGY 0.0%
Value ($000) $6 Shares 50 Est. Cost $44.55 Unrealized +2.3%
ETN EATON CORP PLC 0.0%
Value ($000) $6 Shares 80 Est. Cost $66.26 Unrealized +7.3%
EPR EPR PPTYS 0.0%
Value ($000) $6 Shares 90 Est. Cost $66.67 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $6 Shares 101 Est. Cost $40.97 Unrealized +4.3%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $6 Shares 96 Est. Cost $47.53 Unrealized -0.8%
F FORD MTR CO DEL 0.0%
Value ($000) $6 Shares 694 Est. Cost $8.01 Unrealized -14.5%
BLACKROCK MUNIASSETS FD INC 0.0%
Value ($000) $6 Shares 475 Est. Cost $14.74 Unrealized
CCEP COCA COLA EUROPEAN PARTNERS 0.0%
Value ($000) $6 Shares 128 Est. Cost $31.64 Unrealized +9.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $206.57 Unrealized -4.9%
DISCOVER FINL SVCS 0.0%
Value ($000) $5 Shares 80 Est. Cost $75.00 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
RWR SPDR SERIES TRUST 0.0%
Value ($000) $5 Shares 55 Est. Cost $90.91 Unrealized
RETAIL PPTYS AMER INC 0.0%
Value ($000) $5 Shares 428 Est. Cost $14.02 Unrealized
HWC HANCOCK WHITNEY CORPORATION 0.0%
Value ($000) $5 Shares 113 Est. Cost $49.42 Unrealized +1.8%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $89.84 Unrealized -1.0%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 105 Est. Cost $57.14 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $5 Shares 43 Est. Cost $85.77 Unrealized +0.3%
TOTAL S A 0.0%
Value ($000) $5 Shares 96 Est. Cost $56.82 Unrealized
PIMCO ETF TR 0.0%
Value ($000) $5 Shares 101 Est. Cost $49.50 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $5 Shares 43 Est. Cost $106.11 Unrealized +3.2%
ANDEAVOR LOGISTICS LP 0.0%
Value ($000) $5 Shares 127 Est. Cost $47.24 Unrealized
PII POLARIS INDS INC 0.0%
Value ($000) $4 Shares 41 Est. Cost $118.67 Unrealized -5.9%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $49.72 Unrealized -11.1%
ALL ALLSTATE CORP 0.0%
Value ($000) $4 Shares 48 Est. Cost $81.75 Unrealized +0.4%
NORDSTROM INC 0.0%
Value ($000) $4 Shares 69 Est. Cost $45.45 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $4 Shares 24 Est. Cost $172.01 Unrealized -3.9%
BHP BHP BILLITON LTD 0.0%
Value ($000) $4 Shares 100 Est. Cost $50.00 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $4 Shares 72 Est. Cost $60.29 Unrealized -7.2%
EMR EMERSON ELEC CO 0.0%
Value ($000) $4 Shares 55 Est. Cost $53.28 Unrealized +16.3%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $4 Shares 53 Est. Cost $30.90 Unrealized +2.1%
GWW GRAINGER W W INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $184.63 Unrealized +68.8%
HCP INC 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.67 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 111 Est. Cost $36.04 Unrealized
KELLOGG CO 0.0%
Value ($000) $4 Shares 64 Est. Cost $44.70 Unrealized +14.8%
TORTOISE ENERGY INFRA CORP 0.0%
Value ($000) $4 Shares 175 Est. Cost $28.57 Unrealized
VXUS VANGUARD STAR FD 0.0%
Value ($000) $4 Shares 84 Est. Cost $56.18 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $4 Shares 50 Est. Cost $67.32 Unrealized +13.3%
GDXJ VANECK VECTORS ETF TR 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
SSYS STRATASYS LTD 0.0%
Value ($000) $3 Shares 160 Est. Cost $22.53 Unrealized 0.0%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $47.21 Unrealized -4.7%
IBB ISHARES TR 0.0%
Value ($000) $3 Shares 30 Est. Cost $109.24 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $3 Shares 163 Est. Cost $31.67 Unrealized
OC OWENS CORNING NEW 0.0%
Value ($000) $3 Shares 75 Est. Cost $84.25 Unrealized -28.5%
ORCL ORACLE CORP 0.0%
Value ($000) $3 Shares 60 Est. Cost $41.65 Unrealized +4.6%
HPQ HP INC 0.0%
Value ($000) $3 Shares 147 Est. Cost $16.24 Unrealized +15.7%
NGVT INGEVITY CORP 0.0%
Value ($000) $3 Shares 34 Est. Cost $72.15 Unrealized +33.8%
HOSPITALITY PPTYS TR 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 135 Est. Cost $29.09 Unrealized 0.0%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $3 Shares 146 Est. Cost $31.76 Unrealized -26.0%
LIT GLOBAL X FDS 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.00 Unrealized
INVITAE CORP 0.0%
Value ($000) $3 Shares 260 Est. Cost $11.54 Unrealized
EATON VANCE CORP 0.0%
Value ($000) $3 Shares 64 Est. Cost $62.50 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $3 Shares 40 Est. Cost $39.65 Unrealized +42.1%
CC CHEMOURS CO 0.0%
Value ($000) $3 Shares 80 Est. Cost $38.39 Unrealized -15.6%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $74.46 Unrealized +5.6%
BIDU BAIDU INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $176.47 Unrealized
AAME ATLANTIC AMERN CORP 0.0%
Value ($000) $3 Shares 1,005 Est. Cost $3.28 Unrealized -24.2%
XME SPDR SERIES TRUST 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.00 Unrealized
HUANENG PWR INTL INC 0.0%
Value ($000) $3 Shares 125 Est. Cost $24.00 Unrealized
BLACKROCK MUNIYIELD QLTY FD 0.0%
Value ($000) $2 Shares 152 Est. Cost $13.16 Unrealized
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $5.54 Unrealized 0.0%
SHAW COMMUNICATIONS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
ET ENERGY TRANSFER EQUITY L P 0.0%
Value ($000) $2 Shares 128 Est. Cost $15.63 Unrealized
SELECT INCOME REIT 0.0%
Value ($000) $2 Shares 125 Est. Cost $24.00 Unrealized
TDTT FLEXSHARES TR 0.0%
Value ($000) $2 Shares 96 Est. Cost $20.83 Unrealized
TEKLA HEALTHCARE INVS 0.0%
Value ($000) $2 Shares 90 Est. Cost $22.97 Unrealized
GDX VANECK VECTORS ETF TR 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
NNN NATIONAL RETAIL PPTYS INC 0.0%
Value ($000) $2 Shares 42 Est. Cost $47.62 Unrealized
MUR MURPHY OIL CORP 0.0%
Value ($000) $2 Shares 50 Est. Cost $23.39 Unrealized +3.8%
MUNI PIMCO ETF TR 0.0%
Value ($000) $2 Shares 41 Est. Cost $48.78 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.78 Unrealized -6.8%
MUSA MURPHY USA INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $67.13 Unrealized +19.5%
BOND PIMCO ETF TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
HYMB SPDR SERIES TRUST 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $1 Shares 3 Est. Cost $351.59 Unrealized -13.2%
CVNA CARVANA CO 0.0%
Value ($000) $1 Shares 22 Est. Cost $53.53 Unrealized 0.0%
SIRIUS XM HLDGS INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
SCANA CORP NEW 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
AVNS AVANOS MED INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $64.35 Unrealized 0.0%
SUNPOWER CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.00 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $1 Shares 120 Est. Cost $10.38 Unrealized +19.6%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
MET METLIFE INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $39.89 Unrealized -10.9%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 27 Est. Cost $16.87 Unrealized 0.0%
FMS FRESENIUS MED CARE AG&CO KGA 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $37.86 Unrealized -12.6%
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $39.73 Unrealized -9.0%
HYLS FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $42.12 Unrealized 0.0%
GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
WMB WILLIAMS COS INC DEL 0.0%
Value ($000) $0 Shares 14 Est. Cost $19.23 Unrealized 0.0%
WINDSTREAM HLDGS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
DES WISDOMTREE TR 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 53 Est. Cost $18.87 Unrealized
WPX ENERGY INC 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $81.14 Unrealized +37.8%
WASHINGTON PRIME GROUP NEW 0.0%
Value ($000) $0 Shares 51 Est. Cost Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $39.12 Unrealized -16.1%