Braun-Bostich & Associates Inc. Diversified Active

CIK: 0001740842 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 9, 2019

Total Value ($000): $96,074 (100.0% shares, 0.0% debt)

Holdings (327)

ANFIELD CAPITAL DIVERSIFIED ALTERNATIVES ETF 11.0%
Value ($000) $10,601 Shares 1,056,451 Est. Cost $10.03 Unrealized
SPY SPDR S&P 500 ETF 4.7%
Value ($000) $4,498 Shares 15,922 Est. Cost $282.42 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 4.7%
Value ($000) $4,475 Shares 88,960 Est. Cost $50.24 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 3.8%
Value ($000) $3,603 Shares 26,560 Est. Cost $135.66 Unrealized
IFLN INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF 3.6%
Value ($000) $3,436 Shares 184,252 Est. Cost $18.65 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 2.3%
Value ($000) $2,167 Shares 28,088 Est. Cost $77.12 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 1.9%
Value ($000) $1,871 Shares 16,437 Est. Cost $113.83 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 1.7%
Value ($000) $1,591 Shares 28,351 Est. Cost $56.12 Unrealized
MSFT MICROSOFT CORP COM 1.7%
Value ($000) $1,589 Shares 13,471 Est. Cost $81.50 Unrealized +25.5%
NVR NVR INC COM 1.5%
Value ($000) $1,455 Shares 526 Est. Cost $3171.94 Unrealized -17.0%
JNJ JOHNSON & JOHNSON COM 1.5%
Value ($000) $1,442 Shares 10,315 Est. Cost $108.32 Unrealized +1.9%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 1.5%
Value ($000) $1,407 Shares 26,725 Est. Cost $47.51 Unrealized
VO VANGUARD MID-CAP INDEX FUND 1.4%
Value ($000) $1,348 Shares 8,383 Est. Cost $154.77 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 1.4%
Value ($000) $1,323 Shares 13,031 Est. Cost $100.91 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 1.3%
Value ($000) $1,251 Shares 13,631 Est. Cost $91.78 Unrealized
PEP PEPSICO INC COM 1.2%
Value ($000) $1,175 Shares 9,592 Est. Cost $88.99 Unrealized +3.9%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 1.2%
Value ($000) $1,117 Shares 15,100 Est. Cost $73.97 Unrealized
XOM EXXON MOBIL CORP COM 1.2%
Value ($000) $1,109 Shares 13,730 Est. Cost $57.05 Unrealized -2.8%
VB VANGUARD SMALL-CAP INDEX FUND 1.1%
Value ($000) $1,092 Shares 7,146 Est. Cost $148.19 Unrealized
HD HOME DEPOT INC COM 1.1%
Value ($000) $1,073 Shares 5,592 Est. Cost $141.67 Unrealized +9.2%
AAPL APPLE INC COM 1.1%
Value ($000) $1,044 Shares 5,495 Est. Cost $39.13 Unrealized +3.3%
UNH UNITEDHEALTH GROUP INC COM 0.9%
Value ($000) $891 Shares 3,602 Est. Cost $186.92 Unrealized +21.8%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.9%
Value ($000) $870 Shares 29,220 Est. Cost $29.60 Unrealized
TRAVELCENTERS AMER LLC COM 0.9%
Value ($000) $848 Shares 206,244 Est. Cost $3.95 Unrealized
AVGO BROADCOM INC COM 0.9%
Value ($000) $818 Shares 2,720 Est. Cost $19.62 Unrealized +14.6%
SPGI S&P GLOBAL INC COM 0.8%
Value ($000) $755 Shares 3,587 Est. Cost $158.04 Unrealized +15.6%
MA MASTERCARD INC CL A 0.7%
Value ($000) $714 Shares 3,034 Est. Cost $143.45 Unrealized +44.4%
UNP UNION PACIFIC CORP COM 0.7%
Value ($000) $685 Shares 4,096 Est. Cost $101.93 Unrealized +35.5%
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.7%
Value ($000) $663 Shares 13,100 Est. Cost $50.61 Unrealized
COST COSTCO WHSL CORP NEW COM 0.7%
Value ($000) $653 Shares 2,696 Est. Cost $155.73 Unrealized +27.4%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.7%
Value ($000) $642 Shares 3,647 Est. Cost $130.23 Unrealized +9.1%
LAM RESEARCH CORP COM 0.7%
Value ($000) $632 Shares 3,528 Est. Cost $174.33 Unrealized
CSCO CISCO SYS INC COM 0.6%
Value ($000) $617 Shares 11,437 Est. Cost $28.07 Unrealized +40.8%
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $601 Shares 5,775 Est. Cost $70.02 Unrealized +17.2%
AMZN AMAZON COM INC COM 0.6%
Value ($000) $600 Shares 337 Est. Cost $74.14 Unrealized +12.2%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.6%
Value ($000) $589 Shares 7,388 Est. Cost $79.29 Unrealized
MO ALTRIA GROUP INC COM 0.6%
Value ($000) $584 Shares 10,172 Est. Cost $34.06 Unrealized -12.7%
EW EDWARDS LIFESCIENCES CORP COM 0.6%
Value ($000) $580 Shares 3,029 Est. Cost $50.45 Unrealized +13.1%
META FACEBOOK INC CL A 0.6%
Value ($000) $565 Shares 3,392 Est. Cost $173.53 Unrealized -9.0%
BLACKROCK INC COM 0.6%
Value ($000) $530 Shares 1,240 Est. Cost $465.74 Unrealized
INTC INTEL CORP COM 0.5%
Value ($000) $516 Shares 9,614 Est. Cost $39.26 Unrealized +11.6%
SPMD SPDR PORTFOLIO MID CAP ETF 0.5%
Value ($000) $516 Shares 15,475 Est. Cost $33.89 Unrealized
EA ELECTRONIC ARTS INC COM 0.5%
Value ($000) $512 Shares 5,042 Est. Cost $107.94 Unrealized -14.6%
TROW PRICE T ROWE GROUP INC COM 0.5%
Value ($000) $510 Shares 5,096 Est. Cost $73.94 Unrealized -1.0%
IVV ISHARES CORE S&P 500 ETF 0.5%
Value ($000) $508 Shares 1,784 Est. Cost $269.22 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.5%
Value ($000) $506 Shares 6,022 Est. Cost $65.91 Unrealized -15.8%
RAYTHEON CO COM NEW 0.5%
Value ($000) $505 Shares 2,776 Est. Cost $190.12 Unrealized
ADBE ADOBE INC COM 0.5%
Value ($000) $494 Shares 1,854 Est. Cost $239.62 Unrealized +5.2%
PFE PFIZER INC COM 0.5%
Value ($000) $492 Shares 11,579 Est. Cost $26.15 Unrealized +11.8%
FTA FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUND 0.5%
Value ($000) $490 Shares 9,502 Est. Cost $54.61 Unrealized
CAT CATERPILLAR INC DEL COM 0.5%
Value ($000) $489 Shares 3,612 Est. Cost $112.19 Unrealized +2.2%
BKNG BOOKING HLDGS INC COM 0.5%
Value ($000) $489 Shares 280 Est. Cost $1795.63 Unrealized -2.2%
ABBV ABBVIE INC COM 0.5%
Value ($000) $478 Shares 5,932 Est. Cost $65.25 Unrealized -6.5%
FTV FORTIVE CORP COM 0.5%
Value ($000) $465 Shares 5,548 Est. Cost $45.90 Unrealized +3.2%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $461 Shares 2,430 Est. Cost $141.19 Unrealized +9.5%
VLO VALERO ENERGY CORP NEW COM 0.5%
Value ($000) $456 Shares 5,376 Est. Cost $77.93 Unrealized -19.9%
TJX TJX COS INC NEW COM 0.4%
Value ($000) $429 Shares 8,062 Est. Cost $45.91 Unrealized -1.0%
SMLV SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF 0.4%
Value ($000) $427 Shares 4,664 Est. Cost $91.64 Unrealized
WPC W P CAREY INC COM 0.4%
Value ($000) $415 Shares 5,302 Est. Cost $65.13 Unrealized
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.4%
Value ($000) $405 Shares 12,976 Est. Cost $31.79 Unrealized
HOSPITALITY PPTYS TR COM SH BEN INT 0.4%
Value ($000) $401 Shares 15,226 Est. Cost $28.33 Unrealized
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $399 Shares 4,382 Est. Cost $66.48 Unrealized +11.8%
NUE NUCOR CORP COM 0.4%
Value ($000) $397 Shares 6,796 Est. Cost $50.72 Unrealized -0.0%
BIIB BIOGEN INC COM 0.4%
Value ($000) $394 Shares 1,666 Est. Cost $320.61 Unrealized -1.8%
MBB ISHARES MBS ETF 0.4%
Value ($000) $392 Shares 3,686 Est. Cost $106.56 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $386 Shares 3,136 Est. Cost $84.01 Unrealized +4.1%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.4%
Value ($000) $377 Shares 4,357 Est. Cost $86.30 Unrealized
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $366 Shares 2,304 Est. Cost $113.37 Unrealized +6.9%
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.4%
Value ($000) $356 Shares 6,461 Est. Cost $108.86 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.4%
Value ($000) $352 Shares 6,905 Est. Cost $50.89 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $347 Shares 295 Est. Cost $51.27 Unrealized +9.3%
SO SOUTHERN CO COM 0.4%
Value ($000) $345 Shares 6,668 Est. Cost $35.93 Unrealized +4.1%
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $340 Shares 1,757 Est. Cost $34.99 Unrealized +10.3%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $322 Shares 3,181 Est. Cost $81.41 Unrealized +4.8%
EOG EOG RES INC COM 0.3%
Value ($000) $321 Shares 3,372 Est. Cost $80.67 Unrealized -10.8%
UBSI UNITED BANKSHARES INC WEST VA COM 0.3%
Value ($000) $320 Shares 8,838 Est. Cost $36.07 Unrealized +0.0%
VV VANGUARD LARGE-CAP INDEX FUND 0.3%
Value ($000) $315 Shares 2,425 Est. Cost $122.72 Unrealized
NKE NIKE INC CL B 0.3%
Value ($000) $306 Shares 3,630 Est. Cost $53.30 Unrealized +41.4%
NEAR ISHARES SHORT MATURITY BOND ETF 0.3%
Value ($000) $303 Shares 6,033 Est. Cost $50.18 Unrealized
MRK MERCK & CO INC COM 0.3%
Value ($000) $300 Shares 3,608 Est. Cost $52.77 Unrealized +14.3%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $282 Shares 4,777 Est. Cost $37.32 Unrealized +4.4%
VFC V F CORP COM 0.3%
Value ($000) $261 Shares 3,005 Est. Cost $67.63 Unrealized +15.3%
AFL AFLAC INC COM 0.3%
Value ($000) $250 Shares 4,993 Est. Cost $36.45 Unrealized +12.5%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.3%
Value ($000) $248 Shares 2,098 Est. Cost $113.99 Unrealized
LINDE PLC COM 0.3%
Value ($000) $242 Shares 1,378 Est. Cost $175.62 Unrealized
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $241 Shares 927 Est. Cost $229.74 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.2%
Value ($000) $238 Shares 2,475 Est. Cost $83.19 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $236 Shares 1,508 Est. Cost $109.63 Unrealized +25.3%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $235 Shares 1,977 Est. Cost $120.06 Unrealized
AMGN AMGEN INC COM 0.2%
Value ($000) $231 Shares 1,218 Est. Cost $150.08 Unrealized +3.1%
LLY LILLY ELI & CO COM 0.2%
Value ($000) $229 Shares 1,761 Est. Cost $75.28 Unrealized +47.4%
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $225 Shares 1,834 Est. Cost $101.14 Unrealized -4.3%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.2%
Value ($000) $217 Shares 1,969 Est. Cost $114.73 Unrealized
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $213 Shares 10,627 Est. Cost $12.50 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $209 Shares 1,041 Est. Cost $189.88 Unrealized +6.3%
KO COCA COLA CO COM 0.2%
Value ($000) $208 Shares 4,434 Est. Cost $37.43 Unrealized +0.9%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $207 Shares 3,026 Est. Cost $54.74 Unrealized +0.5%
NFLX NETFLIX INC COM 0.2%
Value ($000) $200 Shares 561 Est. Cost $22.25 Unrealized +55.8%
PSA PUBLIC STORAGE COM 0.2%
Value ($000) $198 Shares 910 Est. Cost $149.05 Unrealized +5.5%
DIS DISNEY WALT CO COM DISNEY 0.2%
Value ($000) $196 Shares 1,764 Est. Cost $97.30 Unrealized +10.9%
INGERSOLL-RAND PLC SHS 0.2%
Value ($000) $191 Shares 1,769 Est. Cost $89.18 Unrealized
SPTM SPDR PORTFOLIO TOTAL STOCK MARKET ETF 0.2%
Value ($000) $189 Shares 5,376 Est. Cost $33.20 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $188 Shares 3,773 Est. Cost $37.85 Unrealized +2.4%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $186 Shares 3,859 Est. Cost $39.19 Unrealized -4.0%
IJH ISHARES S&P MIDCAP FUND 0.2%
Value ($000) $186 Shares 984 Est. Cost $190.67 Unrealized
ORCL ORACLE CORP COM 0.2%
Value ($000) $184 Shares 3,419 Est. Cost $43.49 Unrealized +5.9%
EXC EXELON CORP COM 0.2%
Value ($000) $182 Shares 3,634 Est. Cost $26.31 Unrealized +1.6%
AOM ISHARES MODERATE ALLOCATION FUND 0.2%
Value ($000) $179 Shares 4,712 Est. Cost $38.05 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.2%
Value ($000) $177 Shares 2,796 Est. Cost $64.34 Unrealized
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $176 Shares 3,266 Est. Cost $49.99 Unrealized -1.0%
TGT TARGET CORP COM 0.2%
Value ($000) $176 Shares 2,192 Est. Cost $60.69 Unrealized 0.0%
PH PARKER HANNIFIN CORP COM 0.2%
Value ($000) $175 Shares 1,021 Est. Cost $164.82 Unrealized -9.1%
SPG SIMON PPTY GROUP INC NEW COM 0.2%
Value ($000) $174 Shares 953 Est. Cost $121.59 Unrealized 0.0%
VUG VANGUARD GROWTH INDEX FUND 0.2%
Value ($000) $174 Shares 1,114 Est. Cost $140.75 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $174 Shares 1,554 Est. Cost $81.13 Unrealized -0.2%
UNITED TECHNOLOGIES CORP COM 0.2%
Value ($000) $172 Shares 1,337 Est. Cost $127.52 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $171 Shares 1,895 Est. Cost $66.28 Unrealized +0.9%
OXY OCCIDENTAL PETE CORP COM 0.2%
Value ($000) $171 Shares 2,579 Est. Cost $56.47 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $170 Shares 1,182 Est. Cost $131.94 Unrealized -11.3%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $164 Shares 1,549 Est. Cost $85.38 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $163 Shares 544 Est. Cost $256.11 Unrealized -4.9%
GM GENERAL MTRS CO COM 0.2%
Value ($000) $160 Shares 4,316 Est. Cost $34.84 Unrealized 0.0%
VRSN VERISIGN INC COM 0.2%
Value ($000) $151 Shares 830 Est. Cost $129.04 Unrealized +31.8%
WMT WALMART INC COM 0.2%
Value ($000) $148 Shares 1,516 Est. Cost $26.86 Unrealized +8.8%
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.2%
Value ($000) $145 Shares 1,297 Est. Cost $109.89 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.1%
Value ($000) $144 Shares 1,166 Est. Cost $120.82 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $143 Shares 1,622 Est. Cost $73.47 Unrealized +12.3%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.1%
Value ($000) $142 Shares 1,348 Est. Cost $101.19 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $137 Shares 1,318 Est. Cost $73.95 Unrealized +17.7%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $137 Shares 117 Est. Cost $51.09 Unrealized +9.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.1%
Value ($000) $137 Shares 2,653 Est. Cost $47.86 Unrealized -2.3%
ECL ECOLAB INC COM 0.1%
Value ($000) $136 Shares 769 Est. Cost $132.88 Unrealized +13.6%
CBS CORP NEW CL B 0.1%
Value ($000) $134 Shares 2,820 Est. Cost $48.17 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $134 Shares 1,017 Est. Cost $85.29 Unrealized +16.5%
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $132 Shares 1,645 Est. Cost $60.67 Unrealized +14.6%
CSX CSX CORP COM 0.1%
Value ($000) $132 Shares 1,766 Est. Cost $15.87 Unrealized +33.0%
HAS HASBRO INC COM 0.1%
Value ($000) $130 Shares 1,524 Est. Cost $70.33 Unrealized -4.0%
MMM 3M CO COM 0.1%
Value ($000) $128 Shares 616 Est. Cost $134.83 Unrealized -2.8%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $128 Shares 1,622 Est. Cost $49.00 Unrealized +21.7%
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $128 Shares 1,035 Est. Cost $81.43 Unrealized +12.1%
DOWDUPONT INC COM 0.1%
Value ($000) $126 Shares 2,372 Est. Cost $71.31 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $125 Shares 2,055 Est. Cost $65.87 Unrealized
RMR RMR GROUP INC CL A 0.1%
Value ($000) $123 Shares 2,024 Est. Cost $36.25 Unrealized -0.8%
ETR ENTERGY CORP NEW COM 0.1%
Value ($000) $123 Shares 1,282 Est. Cost $29.93 Unrealized +17.7%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $122 Shares 1,717 Est. Cost $44.37 Unrealized +21.7%
LDOS LEIDOS HLDGS INC COM 0.1%
Value ($000) $122 Shares 1,905 Est. Cost $55.81 Unrealized -1.7%
HDB HDFC BANK LTD SPONSORED ADS 0.1%
Value ($000) $120 Shares 1,037 Est. Cost $101.25 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $119 Shares 623 Est. Cost $135.20 Unrealized +7.7%
CNP CENTERPOINT ENERGY INC COM 0.1%
Value ($000) $118 Shares 3,843 Est. Cost $21.04 Unrealized +17.8%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $117 Shares 807 Est. Cost $137.27 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value ($000) $116 Shares 1,483 Est. Cost $60.84 Unrealized +16.0%
APH AMPHENOL CORP NEW CL A 0.1%
Value ($000) $112 Shares 1,186 Est. Cost $20.36 Unrealized +2.8%
CCEP COCA COLA EUROPEAN PARTNERS P SHS 0.1%
Value ($000) $108 Shares 2,086 Est. Cost $31.64 Unrealized +22.8%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $107 Shares 4,251 Est. Cost $24.45 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $104 Shares 2,611 Est. Cost $49.24 Unrealized -28.3%
BAC BANK AMER CORP COM 0.1%
Value ($000) $102 Shares 3,702 Est. Cost $23.17 Unrealized +3.1%
SONY SONY CORP SPONSORED ADR 0.1%
Value ($000) $100 Shares 2,374 Est. Cost $45.07 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.1%
Value ($000) $100 Shares 2,441 Est. Cost $37.69 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $97 Shares 2,378 Est. Cost $39.53 Unrealized
TORCHMARK CORP COM 0.1%
Value ($000) $97 Shares 1,189 Est. Cost $82.34 Unrealized
L LOEWS CORP COM 0.1%
Value ($000) $96 Shares 2,011 Est. Cost $48.65 Unrealized -5.8%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.1%
Value ($000) $96 Shares 760 Est. Cost $108.60 Unrealized +7.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $95 Shares 1,595 Est. Cost $39.01 Unrealized +13.5%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.1%
Value ($000) $95 Shares 1,613 Est. Cost $52.79 Unrealized
SAIC SCIENCE APPLICATNS INTL CP NEW COM 0.1%
Value ($000) $94 Shares 1,217 Est. Cost $84.93 Unrealized -17.1%
SAP SAP SE SPON ADR 0.1%
Value ($000) $92 Shares 793 Est. Cost $112.23 Unrealized
LDUR PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $89 Shares 889 Est. Cost $98.99 Unrealized
CBOE CBOE GLOBAL MARKETS INC COM 0.1%
Value ($000) $89 Shares 933 Est. Cost $96.14 Unrealized -9.9%
TOTAL S A SPONSORED ADS 0.1%
Value ($000) $86 Shares 1,552 Est. Cost $55.41 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.1%
Value ($000) $86 Shares 500 Est. Cost $175.14 Unrealized
TM TOYOTA MOTOR CORP SP ADR REP2COM 0.1%
Value ($000) $85 Shares 721 Est. Cost $127.60 Unrealized
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $84 Shares 1,401 Est. Cost $48.75 Unrealized +3.5%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $81 Shares 1,929 Est. Cost $35.35 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $80 Shares 295 Est. Cost $288.61 Unrealized -15.6%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $80 Shares 1,556 Est. Cost $56.45 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 0.1%
Value ($000) $78 Shares 1,928 Est. Cost $51.87 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $78 Shares 488 Est. Cost $104.32 Unrealized +20.3%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $77 Shares 454 Est. Cost $171.07 Unrealized -16.0%
FS KKR CAPITAL CORP COM 0.1%
Value ($000) $75 Shares 12,346 Est. Cost $7.29 Unrealized
SENIOR HSG PPTYS TR SH BEN INT 0.1%
Value ($000) $71 Shares 6,057 Est. Cost $16.99 Unrealized
ESGE ISHARES MSCI EM ESG SELECT ETF 0.1%
Value ($000) $69 Shares 2,013 Est. Cost $48.35 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $69 Shares 491 Est. Cost $95.88 Unrealized -1.3%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $67 Shares 418 Est. Cost $190.77 Unrealized -12.5%
MGC VANGUARD MEGA CAP ETF 0.1%
Value ($000) $66 Shares 672 Est. Cost $92.26 Unrealized
CLX CLOROX CO DEL COM 0.1%
Value ($000) $66 Shares 412 Est. Cost $107.52 Unrealized +18.0%
PWV INVESCO DYNAMIC LARGE CAP VALUE ETF 0.1%
Value ($000) $65 Shares 1,829 Est. Cost $35.77 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $65 Shares 743 Est. Cost $88.83 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $63 Shares 588 Est. Cost $105.59 Unrealized
ABBNY ABB LTD SPONSORED ADR 0.1%
Value ($000) $63 Shares 3,365 Est. Cost $26.75 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $59 Shares 2,024 Est. Cost $26.43 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $59 Shares 344 Est. Cost $160.91 Unrealized
DISCOVER FINL SVCS COM 0.1%
Value ($000) $59 Shares 825 Est. Cost $76.92 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $57 Shares 510 Est. Cost $113.55 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $56 Shares 1,412 Est. Cost $31.28 Unrealized +0.8%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $55 Shares 714 Est. Cost $54.20 Unrealized -0.6%
CHINA MOBILE LIMITED SPONSORED ADR 0.1%
Value ($000) $51 Shares 1,003 Est. Cost $50.63 Unrealized
OPITQ OFFICE PPTYS INCOME TR COM SHS BEN INT 0.1%
Value ($000) $49 Shares 1,780 Est. Cost $27.53 Unrealized
IGSB ISHARES SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $48 Shares 914 Est. Cost $96.74 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $48 Shares 472 Est. Cost $83.66 Unrealized +2.7%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $47 Shares 560 Est. Cost $83.85 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $46 Shares 671 Est. Cost $60.38 Unrealized -7.2%
CGNX COGNEX CORP COM 0.0%
Value ($000) $44 Shares 862 Est. Cost $55.17 Unrealized -18.7%
UBS UBS GROUP AG SHS 0.0%
Value ($000) $43 Shares 3,549 Est. Cost $17.38 Unrealized -27.1%
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $40 Shares 309 Est. Cost $87.33 Unrealized 0.0%
BBY BEST BUY INC COM 0.0%
Value ($000) $40 Shares 569 Est. Cost $47.73 Unrealized 0.0%
M MACYS INC COM 0.0%
Value ($000) $40 Shares 1,660 Est. Cost $28.61 Unrealized -11.7%
CITRIX SYS INC COM 0.0%
Value ($000) $39 Shares 389 Est. Cost $100.24 Unrealized
T AT&T INC COM 0.0%
Value ($000) $39 Shares 1,251 Est. Cost $14.46 Unrealized -2.1%
BA BOEING CO COM 0.0%
Value ($000) $38 Shares 100 Est. Cost $375.20 Unrealized 0.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $37 Shares 457 Est. Cost $72.22 Unrealized 0.0%
ABT ABBOTT LABS COM 0.0%
Value ($000) $37 Shares 468 Est. Cost $54.84 Unrealized +20.5%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $37 Shares 387 Est. Cost $74.69 Unrealized -3.7%
ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT 0.0%
Value ($000) $36 Shares 1,790 Est. Cost $19.55 Unrealized
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.0%
Value ($000) $36 Shares 576 Est. Cost $67.32 Unrealized
KEP KOREA ELECTRIC PWR SPONSORED ADR 0.0%
Value ($000) $35 Shares 2,699 Est. Cost $17.79 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $35 Shares 435 Est. Cost $81.55 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.0%
Value ($000) $32 Shares 439 Est. Cost $75.17 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $31 Shares 718 Est. Cost $51.22 Unrealized -30.2%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $31 Shares 288 Est. Cost $111.11 Unrealized
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $31 Shares 190 Est. Cost $216.62 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $30 Shares 1,038 Est. Cost $29.68 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $29 Shares 338 Est. Cost $87.90 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $29 Shares 225 Est. Cost $136.87 Unrealized -20.1%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $28 Shares 292 Est. Cost $80.67 Unrealized -4.7%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $27 Shares 942 Est. Cost $28.59 Unrealized
WSBC WESBANCO INC COM 0.0%
Value ($000) $27 Shares 687 Est. Cost $40.85 Unrealized -1.5%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $27 Shares 539 Est. Cost $53.80 Unrealized
ESGU ISHARES MSCI USA ESG OPTIMIZED ETF 0.0%
Value ($000) $27 Shares 431 Est. Cost $55.68 Unrealized
BB&T CORP COM 0.0%
Value ($000) $26 Shares 562 Est. Cost $50.05 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $26 Shares 828 Est. Cost $24.88 Unrealized -7.2%
HSBC HLDGS PLC ADR A 1/40PF A 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $26.00 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $25 Shares 450 Est. Cost $38.57 Unrealized +11.8%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $25 Shares 1,667 Est. Cost $15.42 Unrealized
VIACOM INC NEW CL B 0.0%
Value ($000) $25 Shares 878 Est. Cost $30.63 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $24 Shares 318 Est. Cost $47.34 Unrealized +25.2%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $24 Shares 240 Est. Cost $69.57 Unrealized +20.0%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $24 Shares 669 Est. Cost $37.37 Unrealized
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $24 Shares 237 Est. Cost $101.27 Unrealized
NUVEEN NEW JERSEY QULT MUN FD COM 0.0%
Value ($000) $23 Shares 1,673 Est. Cost $13.75 Unrealized
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $23 Shares 1,690 Est. Cost $14.20 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $22 Shares 77 Est. Cost $21.61 Unrealized -7.1%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $22 Shares 200 Est. Cost $100.00 Unrealized
NVDA NVIDIA CORP COM 0.0%
Value ($000) $22 Shares 125 Est. Cost $4.91 Unrealized -21.6%
AOA ISHARES S&P AGGRESSIVE ALLOCATION FUND 0.0%
Value ($000) $20 Shares 376 Est. Cost $53.78 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $20 Shares 403 Est. Cost $42.65 Unrealized -0.8%
AOK ISHARES CONSERVATIVE ALLOCATION FUND 0.0%
Value ($000) $19 Shares 536 Est. Cost $34.61 Unrealized
PJP INVESCO DYNAMIC PHARMACEUTICALS ETF 0.0%
Value ($000) $19 Shares 286 Est. Cost $66.25 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $18 Shares 415 Est. Cost $36.91 Unrealized -5.4%
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $16 Shares 2,764 Est. Cost $5.39 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $16 Shares 442 Est. Cost $38.39 Unrealized -28.9%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $15 Shares 313 Est. Cost $47.92 Unrealized
ALLERGAN PLC SHS 0.0%
Value ($000) $15 Shares 105 Est. Cost $177.69 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $14 Shares 107 Est. Cost $126.70 Unrealized
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $14 Shares 330 Est. Cost $48.48 Unrealized
LRGF ISHARES EDGE MSCI MULTIFACTOR USA ETF 0.0%
Value ($000) $14 Shares 445 Est. Cost $31.46 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $13 Shares 276 Est. Cost $45.09 Unrealized -9.6%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $12 Shares 140 Est. Cost $86.96 Unrealized -24.5%
MSA MSA SAFETY INC COM 0.0%
Value ($000) $12 Shares 119 Est. Cost $79.81 Unrealized +26.2%
GH GUARDANT HEALTH INC COM 0.0%
Value ($000) $12 Shares 150 Est. Cost $55.44 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $11 Shares 114 Est. Cost $74.54 Unrealized +6.4%
NI NISOURCE INC COM 0.0%
Value ($000) $11 Shares 379 Est. Cost $20.38 Unrealized +5.5%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $11 Shares 79 Est. Cost $103.93 Unrealized +11.9%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $11 Shares 142 Est. Cost $50.51 Unrealized +10.0%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $10 Shares 278 Est. Cost $43.82 Unrealized -19.8%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $10 Shares 89 Est. Cost $89.91 Unrealized +4.0%
FIAT CHRYSLER AUTOMOBILES N V SHS 0.0%
Value ($000) $10 Shares 651 Est. Cost $18.43 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $10 Shares 126 Est. Cost $63.31 Unrealized +1.2%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $10 Shares 51 Est. Cost $139.07 Unrealized +8.2%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $10 Shares 50 Est. Cost $14.08 Unrealized +25.4%
FEM FIRST TRUST EMERGING MARKETS ALPHADEX FUND 0.0%
Value ($000) $10 Shares 384 Est. Cost $25.85 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $9 Shares 86 Est. Cost $72.14 Unrealized +30.9%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $9 Shares 124 Est. Cost $68.88 Unrealized -0.5%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $9 Shares 28 Est. Cost $205.77 Unrealized +41.7%
SYY SYSCO CORP COM 0.0%
Value ($000) $9 Shares 130 Est. Cost $58.03 Unrealized -6.7%
RACE FERRARI N V COM 0.0%
Value ($000) $9 Shares 65 Est. Cost $111.18 Unrealized +10.2%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $8 Shares 420 Est. Cost $22.16 Unrealized 0.0%
FHI FEDERATED INVS INC PA CL B 0.0%
Value ($000) $8 Shares 280 Est. Cost $22.59 Unrealized -9.8%
CNX CNX RESOURCES CORPORATION COM 0.0%
Value ($000) $8 Shares 762 Est. Cost $13.81 Unrealized -18.3%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $8 Shares 618 Est. Cost $9.77 Unrealized -0.2%
FIVE STAR SENIOR LIVING INC COM 0.0%
Value ($000) $8 Shares 8,269 Est. Cost $1.22 Unrealized
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $8 Shares 320 Est. Cost $23.70 Unrealized -18.6%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $7 Shares 184 Est. Cost $23.31 Unrealized -1.8%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $7 Shares 86 Est. Cost $48.04 Unrealized +33.7%
AVAV AEROVIRONMENT INC COM 0.0%
Value ($000) $7 Shares 98 Est. Cost $50.90 Unrealized +48.1%
KAMAN CORP COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
MTB M & T BK CORP COM 0.0%
Value ($000) $6 Shares 37 Est. Cost $129.92 Unrealized +1.5%
ETFMG PRIME CYBER SECURITY ETF 0.0%
Value ($000) $6 Shares 144 Est. Cost $33.85 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $199.05 Unrealized -21.7%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $6 Shares 634 Est. Cost $15.67 Unrealized
MKL MARKEL CORP COM 0.0%
Value ($000) $5 Shares 5 Est. Cost $1093.18 Unrealized -7.1%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $5 Shares 47 Est. Cost $75.72 Unrealized +13.9%
CDK GLOBAL INC COM 0.0%
Value ($000) $5 Shares 87 Est. Cost $68.97 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $46.46 Unrealized -17.6%
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 0.0%
Value ($000) $4 Shares 108 Est. Cost $37.04 Unrealized
FMX FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 0.0%
Value ($000) $4 Shares 47 Est. Cost $85.11 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $4 Shares 107 Est. Cost $25.23 Unrealized +7.2%
STBA S & T BANCORP INC COM 0.0%
Value ($000) $4 Shares 103 Est. Cost $40.68 Unrealized -1.7%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $4 Shares 165 Est. Cost $11.69 Unrealized +94.3%
NFG NATIONAL FUEL GAS CO N J COM 0.0%
Value ($000) $3 Shares 44 Est. Cost $57.14 Unrealized +1.6%
EAT BRINKER INTL INC COM 0.0%
Value ($000) $3 Shares 63 Est. Cost $31.54 Unrealized +36.6%
DTEC ALPS DISRUPTIVE TECHNOLOGIES ETF 0.0%
Value ($000) $3 Shares 91 Est. Cost $27.77 Unrealized
CONSOL ENERGY INC NEW COM 0.0%
Value ($000) $3 Shares 94 Est. Cost $42.55 Unrealized
SPDR S&P 600 SMALL CAP ETF 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.96 Unrealized
WMB WILLIAMS COS INC DEL COM 0.0%
Value ($000) $2 Shares 66 Est. Cost $18.59 Unrealized -1.8%
AQUA AMERICA INC COM 0.0%
Value ($000) $2 Shares 58 Est. Cost $34.48 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $57.27 Unrealized -6.6%
SNAP SNAP INC CL A 0.0%
Value ($000) $1 Shares 70 Est. Cost $12.90 Unrealized -34.1%
RITE AID CORP COM 0.0%
Value ($000) $1 Shares 1,024 Est. Cost $1.95 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $1 Shares 53 Est. Cost $13.59 Unrealized +10.9%
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.04 Unrealized
TREMONT MTG TR COM 0.0%
Value ($000) $1 Shares 144 Est. Cost $6.94 Unrealized
PCG PG&E CORP COM 0.0%
Value ($000) $1 Shares 78 Est. Cost $16.04 Unrealized 0.0%
STKL SUNOPTA INC COM 0.0%
Value ($000) $1 Shares 352 Est. Cost $8.34 Unrealized -53.6%
TWITTER INC COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $57.14 Unrealized
UNITED STATES NATURAL GAS FUND, LP 0.0%
Value ($000) $1 Shares 55 Est. Cost $4.55 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $1 Shares 86 Est. Cost $11.63 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $39.12 Unrealized -28.9%
NEURALSTEM INC COM NEW 0.0%
Value ($000) $0 Shares 246 Est. Cost Unrealized
WPX ENERGY INC COM 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized
NWS NEWS CORP NEW CL B 0.0%
Value ($000) $0 Shares 31 Est. Cost $13.98 Unrealized -15.1%
RRC RANGE RES CORP COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $17.99 Unrealized -39.7%
GERN GERON CORP COM 0.0%
Value ($000) $0 Shares 76 Est. Cost $2.02 Unrealized -32.3%
LIBERTY MEDIA CORP DELAWARE COM A BRAVES GRP 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
CENTURYLINK INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $16.60 Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $69.17 Unrealized 0.0%
LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
BIOTIME INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized