Braun-Bostich & Associates Inc. Diversified Active

CIK: 0001740842 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 14, 2019

Total Value ($000): $95,667 (100.0% shares, 0.0% debt)

Holdings (329)

ANFIELD CAPITAL DIVERSIFIED ALTERNATIVES ETF 14.2%
Value ($000) $13,537 Shares 1,325,864 Est. Cost $10.07 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 5.8%
Value ($000) $5,595 Shares 111,039 Est. Cost $50.27 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 5.7%
Value ($000) $5,464 Shares 38,317 Est. Cost $137.79 Unrealized
SPY SPDR S&P 500 ETF 5.1%
Value ($000) $4,879 Shares 16,653 Est. Cost $282.88 Unrealized
IFLN INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF 5.0%
Value ($000) $4,795 Shares 253,060 Est. Cost $18.73 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 2.8%
Value ($000) $2,725 Shares 34,809 Est. Cost $77.35 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 2.0%
Value ($000) $1,945 Shares 16,319 Est. Cost $113.83 Unrealized
NVR NVR INC COM 1.8%
Value ($000) $1,753 Shares 520 Est. Cost $3171.94 Unrealized +1.1%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 1.7%
Value ($000) $1,616 Shares 27,821 Est. Cost $56.12 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 1.6%
Value ($000) $1,558 Shares 31,985 Est. Cost $49.49 Unrealized
MSFT MICROSOFT CORP COM 1.6%
Value ($000) $1,533 Shares 11,445 Est. Cost $81.50 Unrealized +46.6%
JNJ JOHNSON & JOHNSON COM 1.5%
Value ($000) $1,431 Shares 10,274 Est. Cost $108.32 Unrealized +6.0%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 1.4%
Value ($000) $1,316 Shares 14,209 Est. Cost $91.81 Unrealized
PEP PEPSICO INC COM 1.3%
Value ($000) $1,249 Shares 9,528 Est. Cost $88.99 Unrealized +17.7%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 1.2%
Value ($000) $1,150 Shares 20,900 Est. Cost $47.51 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 1.2%
Value ($000) $1,149 Shares 14,722 Est. Cost $73.97 Unrealized
XOM EXXON MOBIL CORP COM 1.1%
Value ($000) $1,063 Shares 13,878 Est. Cost $57.05 Unrealized -0.3%
VO VANGUARD MID-CAP INDEX FUND 1.1%
Value ($000) $1,037 Shares 6,202 Est. Cost $154.77 Unrealized
TRAVELCENTERS AMER LLC COM 1.0%
Value ($000) $956 Shares 264,132 Est. Cost $3.88 Unrealized
HD HOME DEPOT INC COM 1.0%
Value ($000) $934 Shares 4,492 Est. Cost $141.67 Unrealized +19.7%
AAPL APPLE INC COM 1.0%
Value ($000) $927 Shares 4,684 Est. Cost $39.13 Unrealized +19.1%
SUSB ISHARES ESG 1-5 YEAR USD CORPORATE BOND ETF 0.9%
Value ($000) $892 Shares 35,215 Est. Cost $25.33 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.9%
Value ($000) $865 Shares 5,524 Est. Cost $148.19 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.7%
Value ($000) $709 Shares 2,905 Est. Cost $186.92 Unrealized +15.3%
CSCO CISCO SYS INC COM 0.7%
Value ($000) $684 Shares 12,505 Est. Cost $29.53 Unrealized +53.0%
PFE PFIZER INC COM 0.7%
Value ($000) $663 Shares 15,312 Est. Cost $26.90 Unrealized +8.6%
INTC INTEL CORP COM 0.7%
Value ($000) $642 Shares 13,406 Est. Cost $40.34 Unrealized +6.8%
PG PROCTER AND GAMBLE CO COM 0.7%
Value ($000) $634 Shares 5,781 Est. Cost $70.02 Unrealized +29.3%
MCD MCDONALDS CORP COM 0.6%
Value ($000) $594 Shares 2,861 Est. Cost $145.49 Unrealized +16.7%
AVGO BROADCOM INC COM 0.6%
Value ($000) $581 Shares 2,019 Est. Cost $19.62 Unrealized +24.2%
AMZN AMAZON COM INC COM 0.6%
Value ($000) $536 Shares 283 Est. Cost $74.14 Unrealized +25.6%
FTA FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUND 0.5%
Value ($000) $471 Shares 9,033 Est. Cost $54.61 Unrealized
MA MASTERCARD INC CL A 0.5%
Value ($000) $463 Shares 1,751 Est. Cost $143.45 Unrealized +68.2%
VZ VERIZON COMMUNICATIONS INC COM 0.5%
Value ($000) $460 Shares 8,054 Est. Cost $38.42 Unrealized +4.2%
MDT MEDTRONIC PLC SHS 0.5%
Value ($000) $450 Shares 4,617 Est. Cost $66.98 Unrealized +13.8%
MRK MERCK & CO INC COM 0.5%
Value ($000) $437 Shares 5,215 Est. Cost $55.65 Unrealized +11.6%
SO SOUTHERN CO COM 0.5%
Value ($000) $436 Shares 7,888 Est. Cost $36.77 Unrealized +12.5%
SPGI S&P GLOBAL INC COM 0.5%
Value ($000) $432 Shares 1,896 Est. Cost $158.04 Unrealized +30.7%
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $432 Shares 3,471 Est. Cost $84.61 Unrealized +6.7%
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $425 Shares 2,076 Est. Cost $36.04 Unrealized +16.0%
KMI KINDER MORGAN INC DEL COM 0.4%
Value ($000) $422 Shares 20,214 Est. Cost $13.05 Unrealized +4.7%
COST COSTCO WHSL CORP NEW COM 0.4%
Value ($000) $415 Shares 1,572 Est. Cost $155.73 Unrealized +45.5%
UNP UNION PACIFIC CORP COM 0.4%
Value ($000) $396 Shares 2,341 Est. Cost $101.93 Unrealized +45.0%
HOSPITALITY PPTYS TR COM SH BEN INT 0.4%
Value ($000) $381 Shares 15,226 Est. Cost $28.33 Unrealized
WPC W P CAREY INC COM 0.4%
Value ($000) $378 Shares 4,651 Est. Cost $65.13 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.4%
Value ($000) $364 Shares 4,512 Est. Cost $79.29 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.4%
Value ($000) $362 Shares 1,957 Est. Cost $130.23 Unrealized +25.7%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.4%
Value ($000) $361 Shares 4,192 Est. Cost $65.91 Unrealized -16.0%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.4%
Value ($000) $358 Shares 11,938 Est. Cost $29.60 Unrealized
KO COCA COLA CO COM 0.4%
Value ($000) $357 Shares 7,005 Est. Cost $38.35 Unrealized +4.1%
AMGN AMGEN INC COM 0.4%
Value ($000) $353 Shares 1,915 Est. Cost $148.66 Unrealized -1.7%
META FACEBOOK INC CL A 0.4%
Value ($000) $346 Shares 1,793 Est. Cost $173.53 Unrealized +4.6%
CAT CATERPILLAR INC DEL COM 0.4%
Value ($000) $343 Shares 2,516 Est. Cost $112.19 Unrealized +2.2%
LAM RESEARCH CORP COM 0.4%
Value ($000) $339 Shares 1,804 Est. Cost $174.33 Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.3%
Value ($000) $328 Shares 8,838 Est. Cost $36.07 Unrealized +4.1%
VV VANGUARD LARGE-CAP INDEX FUND 0.3%
Value ($000) $327 Shares 2,425 Est. Cost $122.72 Unrealized
TGT TARGET CORP COM 0.3%
Value ($000) $327 Shares 3,775 Est. Cost $63.64 Unrealized +6.4%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $322 Shares 2,880 Est. Cost $81.41 Unrealized +13.0%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $321 Shares 5,948 Est. Cost $40.14 Unrealized +9.9%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $319 Shares 1,829 Est. Cost $113.37 Unrealized +22.3%
TROW PRICE T ROWE GROUP INC COM 0.3%
Value ($000) $314 Shares 2,862 Est. Cost $73.94 Unrealized +8.8%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $308 Shares 2,682 Est. Cost $88.50 Unrealized +4.8%
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $306 Shares 5,608 Est. Cost $47.31 Unrealized -7.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value ($000) $297 Shares 3,369 Est. Cost $66.93 Unrealized +1.2%
EXC EXELON CORP COM 0.3%
Value ($000) $296 Shares 6,164 Est. Cost $26.97 Unrealized +3.5%
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $295 Shares 6,237 Est. Cost $34.06 Unrealized -9.2%
ABBV ABBVIE INC COM 0.3%
Value ($000) $295 Shares 4,059 Est. Cost $65.25 Unrealized -9.0%
BLACKROCK INC COM 0.3%
Value ($000) $294 Shares 626 Est. Cost $465.74 Unrealized
GM GENERAL MTRS CO COM 0.3%
Value ($000) $292 Shares 7,567 Est. Cost $34.79 Unrealized -0.2%
BKNG BOOKING HLDGS INC COM 0.3%
Value ($000) $291 Shares 155 Est. Cost $1795.63 Unrealized -1.6%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $289 Shares 267 Est. Cost $51.27 Unrealized +12.1%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $284 Shares 963 Est. Cost $269.22 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $283 Shares 2,740 Est. Cost $80.71 Unrealized -0.7%
ADBE ADOBE INC COM 0.3%
Value ($000) $280 Shares 949 Est. Cost $239.62 Unrealized +15.9%
SMLV SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF 0.3%
Value ($000) $280 Shares 3,006 Est. Cost $91.64 Unrealized
UNITED TECHNOLOGIES CORP COM 0.3%
Value ($000) $278 Shares 2,133 Est. Cost $128.57 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.3%
Value ($000) $276 Shares 5,045 Est. Cost $60.05 Unrealized
NFLX NETFLIX INC COM 0.3%
Value ($000) $276 Shares 751 Est. Cost $25.75 Unrealized +40.1%
EA ELECTRONIC ARTS INC COM 0.3%
Value ($000) $273 Shares 2,699 Est. Cost $107.94 Unrealized -14.2%
SPG SIMON PPTY GROUP INC NEW COM 0.3%
Value ($000) $271 Shares 1,694 Est. Cost $120.50 Unrealized -1.2%
EW EDWARDS LIFESCIENCES CORP COM 0.3%
Value ($000) $269 Shares 1,457 Est. Cost $50.45 Unrealized +19.8%
RAYTHEON CO COM NEW 0.3%
Value ($000) $264 Shares 1,517 Est. Cost $190.12 Unrealized
SPMD SPDR PORTFOLIO MID CAP ETF 0.3%
Value ($000) $254 Shares 7,459 Est. Cost $33.89 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $252 Shares 1,834 Est. Cost $101.14 Unrealized +2.9%
OXY OCCIDENTAL PETE CORP COM 0.3%
Value ($000) $251 Shares 4,987 Est. Cost $52.79 Unrealized -7.5%
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.3%
Value ($000) $250 Shares 7,903 Est. Cost $31.79 Unrealized
VFC V F CORP COM 0.3%
Value ($000) $248 Shares 2,841 Est. Cost $67.63 Unrealized +27.4%
VLO VALERO ENERGY CORP NEW COM 0.2%
Value ($000) $238 Shares 2,780 Est. Cost $77.93 Unrealized -19.2%
DIS DISNEY WALT CO COM DISNEY 0.2%
Value ($000) $233 Shares 1,670 Est. Cost $97.30 Unrealized +31.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $222 Shares 1,041 Est. Cost $189.88 Unrealized +9.0%
FTV FORTIVE CORP COM 0.2%
Value ($000) $216 Shares 2,652 Est. Cost $45.90 Unrealized +10.0%
INGERSOLL-RAND PLC SHS 0.2%
Value ($000) $212 Shares 1,670 Est. Cost $89.18 Unrealized
BIIB BIOGEN INC COM 0.2%
Value ($000) $212 Shares 908 Est. Cost $320.61 Unrealized -28.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.2%
Value ($000) $211 Shares 3,714 Est. Cost $49.41 Unrealized +7.9%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $206 Shares 2,367 Est. Cost $86.30 Unrealized
TJX TJX COS INC NEW COM 0.2%
Value ($000) $206 Shares 3,890 Est. Cost $45.91 Unrealized +6.0%
MBB ISHARES MBS ETF 0.2%
Value ($000) $196 Shares 1,824 Est. Cost $106.56 Unrealized
ORCL ORACLE CORP COM 0.2%
Value ($000) $195 Shares 3,419 Est. Cost $43.49 Unrealized +13.0%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $185 Shares 688 Est. Cost $229.74 Unrealized
LLY LILLY ELI & CO COM 0.2%
Value ($000) $183 Shares 1,656 Est. Cost $75.28 Unrealized +43.5%
VUG VANGUARD GROWTH INDEX FUND 0.2%
Value ($000) $182 Shares 1,114 Est. Cost $140.75 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.2%
Value ($000) $181 Shares 3,558 Est. Cost $50.89 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $177 Shares 1,018 Est. Cost $109.63 Unrealized +42.6%
NKE NIKE INC CL B 0.2%
Value ($000) $175 Shares 2,081 Est. Cost $53.30 Unrealized +44.6%
SPTM SPDR PORTFOLIO TOTAL STOCK MARKET ETF 0.2%
Value ($000) $167 Shares 4,575 Est. Cost $33.20 Unrealized
BAC BANK AMER CORP COM 0.2%
Value ($000) $167 Shares 5,761 Est. Cost $23.65 Unrealized +3.6%
AFL AFLAC INC COM 0.2%
Value ($000) $160 Shares 2,920 Est. Cost $36.45 Unrealized +20.9%
LINDE PLC SHS 0.2%
Value ($000) $160 Shares 796 Est. Cost $175.62 Unrealized
NUE NUCOR CORP COM 0.2%
Value ($000) $157 Shares 2,853 Est. Cost $50.72 Unrealized -5.7%
LDOS LEIDOS HLDGS INC COM 0.2%
Value ($000) $152 Shares 1,905 Est. Cost $55.81 Unrealized +19.5%
HAS HASBRO INC COM 0.2%
Value ($000) $151 Shares 1,429 Est. Cost $70.33 Unrealized +9.4%
AOM ISHARES MODERATE ALLOCATION FUND 0.2%
Value ($000) $150 Shares 3,843 Est. Cost $38.05 Unrealized
SUSA ISHARES ESG MSCI USA SMALL-CAP ETF 0.2%
Value ($000) $150 Shares 2,840 Est. Cost $98.01 Unrealized
CBS CORP NEW CL B 0.1%
Value ($000) $141 Shares 2,820 Est. Cost $48.17 Unrealized
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $140 Shares 2,512 Est. Cost $46.77 Unrealized -5.3%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $133 Shares 366 Est. Cost $256.11 Unrealized +9.2%
EOG EOG RES INC COM 0.1%
Value ($000) $133 Shares 1,425 Est. Cost $80.67 Unrealized -12.8%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $128 Shares 3,028 Est. Cost $33.55 Unrealized +5.9%
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $127 Shares 1,393 Est. Cost $83.19 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $126 Shares 1,630 Est. Cost $55.69 Unrealized +2.1%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $126 Shares 117 Est. Cost $51.09 Unrealized +12.1%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $124 Shares 1,727 Est. Cost $54.74 Unrealized +11.1%
IJH ISHARES S&P MIDCAP FUND 0.1%
Value ($000) $123 Shares 633 Est. Cost $190.67 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $117 Shares 1,057 Est. Cost $26.86 Unrealized +16.6%
PSA PUBLIC STORAGE COM 0.1%
Value ($000) $115 Shares 481 Est. Cost $149.05 Unrealized +16.6%
T AT&T INC COM 0.1%
Value ($000) $115 Shares 3,427 Est. Cost $14.85 Unrealized +1.5%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $115 Shares 2,190 Est. Cost $39.19 Unrealized -0.6%
NUMG NUVEEN ESG MID-CAP GROWTH ETF 0.1%
Value ($000) $112 Shares 3,325 Est. Cost $33.68 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.1%
Value ($000) $111 Shares 849 Est. Cost $93.22 Unrealized +3.6%
BBY BEST BUY INC COM 0.1%
Value ($000) $110 Shares 1,573 Est. Cost $51.62 Unrealized +4.3%
HDB HDFC BANK LTD SPONSORED ADS 0.1%
Value ($000) $110 Shares 846 Est. Cost $101.25 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $109 Shares 2,431 Est. Cost $49.24 Unrealized -20.1%
SAIC SCIENCE APPLICATNS INTL CP NEW COM 0.1%
Value ($000) $105 Shares 1,217 Est. Cost $84.93 Unrealized -7.6%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $104 Shares 690 Est. Cost $131.94 Unrealized -2.5%
SONY SONY CORP SPONSORED ADR 0.1%
Value ($000) $101 Shares 1,936 Est. Cost $45.07 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.1%
Value ($000) $101 Shares 1,772 Est. Cost $108.86 Unrealized
PH PARKER HANNIFIN CORP COM 0.1%
Value ($000) $101 Shares 596 Est. Cost $164.82 Unrealized -5.1%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $101 Shares 1,112 Est. Cost $76.70 Unrealized +4.1%
NEAR ISHARES SHORT MATURITY BOND ETF 0.1%
Value ($000) $99 Shares 1,969 Est. Cost $50.18 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $98 Shares 1,266 Est. Cost $15.87 Unrealized +48.5%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $98 Shares 1,101 Est. Cost $88.89 Unrealized
CITRIX SYS INC COM 0.1%
Value ($000) $98 Shares 996 Est. Cost $99.12 Unrealized
CCEP COCA COLA EUROPEAN PARTNERS P SHS 0.1%
Value ($000) $96 Shares 1,701 Est. Cost $31.64 Unrealized +42.1%
BA BOEING CO COM 0.1%
Value ($000) $95 Shares 261 Est. Cost $364.12 Unrealized -1.9%
RMR RMR GROUP INC CL A 0.1%
Value ($000) $95 Shares 2,024 Est. Cost $36.25 Unrealized -18.4%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $94 Shares 1,595 Est. Cost $39.01 Unrealized +21.9%
SAP SAP SE SPON ADR 0.1%
Value ($000) $89 Shares 647 Est. Cost $112.23 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $89 Shares 870 Est. Cost $100.91 Unrealized
LDUR PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $89 Shares 889 Est. Cost $98.99 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.1%
Value ($000) $87 Shares 1,991 Est. Cost $37.69 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value ($000) $83 Shares 735 Est. Cost $114.73 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $81 Shares 654 Est. Cost $120.06 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.1%
Value ($000) $80 Shares 639 Est. Cost $120.82 Unrealized
CGNX COGNEX CORP COM 0.1%
Value ($000) $80 Shares 1,662 Est. Cost $50.32 Unrealized -10.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $76 Shares 1,939 Est. Cost $39.53 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $75 Shares 412 Est. Cost $171.07 Unrealized -13.6%
FS KKR CAPITAL CORP COM 0.1%
Value ($000) $74 Shares 12,346 Est. Cost $7.29 Unrealized
TM TOYOTA MOTOR CORP SP ADR REP2COM 0.1%
Value ($000) $73 Shares 588 Est. Cost $127.60 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.1%
Value ($000) $72 Shares 620 Est. Cost $108.60 Unrealized +8.7%
TOTAL S A SPONSORED ADS 0.1%
Value ($000) $71 Shares 1,266 Est. Cost $55.41 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $71 Shares 780 Est. Cost $73.47 Unrealized +19.3%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $69 Shares 602 Est. Cost $73.95 Unrealized +31.5%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $68 Shares 491 Est. Cost $95.88 Unrealized +2.9%
MGC VANGUARD MEGA CAP ETF 0.1%
Value ($000) $68 Shares 672 Est. Cost $92.26 Unrealized
VRSN VERISIGN INC COM 0.1%
Value ($000) $68 Shares 325 Est. Cost $129.04 Unrealized +50.8%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $68 Shares 414 Est. Cost $104.32 Unrealized +35.1%
ECL ECOLAB INC COM 0.1%
Value ($000) $68 Shares 346 Est. Cost $132.88 Unrealized +30.4%
PWV INVESCO DYNAMIC LARGE CAP VALUE ETF 0.1%
Value ($000) $67 Shares 1,829 Est. Cost $35.77 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 0.1%
Value ($000) $66 Shares 1,572 Est. Cost $51.87 Unrealized
CI CIGNA CORP NEW COM 0.1%
Value ($000) $66 Shares 418 Est. Cost $190.77 Unrealized -24.9%
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $65 Shares 747 Est. Cost $60.67 Unrealized +24.4%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $64 Shares 1,587 Est. Cost $35.35 Unrealized
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $64 Shares 479 Est. Cost $81.43 Unrealized +25.5%
DISCOVER FINL SVCS COM 0.1%
Value ($000) $64 Shares 825 Est. Cost $76.92 Unrealized
CLX CLOROX CO DEL COM 0.1%
Value ($000) $63 Shares 412 Est. Cost $107.52 Unrealized +16.9%
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $61 Shares 515 Est. Cost $109.89 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $59 Shares 415 Est. Cost $85.29 Unrealized +34.8%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $59 Shares 790 Est. Cost $27.24 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $58 Shares 2,024 Est. Cost $26.43 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.1%
Value ($000) $58 Shares 526 Est. Cost $101.19 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $58 Shares 255 Est. Cost $135.20 Unrealized +30.4%
MMM 3M CO COM 0.1%
Value ($000) $58 Shares 333 Est. Cost $134.83 Unrealized -10.5%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $56 Shares 667 Est. Cost $49.00 Unrealized +32.6%
ABBNY ABB LTD SPONSORED ADR 0.1%
Value ($000) $55 Shares 2,744 Est. Cost $26.75 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $54 Shares 472 Est. Cost $83.66 Unrealized +18.6%
IXN ISHARES GLOBAL TECH ETF 0.1%
Value ($000) $54 Shares 303 Est. Cost $175.14 Unrealized
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $54 Shares 707 Est. Cost $44.37 Unrealized +30.4%
ETR ENTERGY CORP NEW COM 0.1%
Value ($000) $54 Shares 526 Est. Cost $29.93 Unrealized +28.2%
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value ($000) $53 Shares 606 Est. Cost $60.84 Unrealized +26.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $52 Shares 854 Est. Cost $65.87 Unrealized
SENIOR HSG PPTYS TR SH BEN INT 0.1%
Value ($000) $50 Shares 6,057 Est. Cost $16.99 Unrealized
OPITQ OFFICE PPTYS INCOME TR COM SHS BEN INT 0.0%
Value ($000) $47 Shares 1,780 Est. Cost $27.53 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $46 Shares 482 Est. Cost $20.36 Unrealized +10.9%
L LOEWS CORP COM 0.0%
Value ($000) $45 Shares 823 Est. Cost $48.65 Unrealized +2.5%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $45 Shares 1,564 Est. Cost $21.04 Unrealized +17.3%
TORCHMARK CORP COM 0.0%
Value ($000) $43 Shares 486 Est. Cost $82.34 Unrealized
CBOE CBOE GLOBAL MARKETS INC COM 0.0%
Value ($000) $40 Shares 388 Est. Cost $96.14 Unrealized -1.3%
DOW DOW INC COM 0.0%
Value ($000) $39 Shares 790 Est. Cost $36.37 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $39 Shares 121 Est. Cost $288.61 Unrealized -7.4%
ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT 0.0%
Value ($000) $37 Shares 1,790 Est. Cost $19.55 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $36 Shares 387 Est. Cost $74.69 Unrealized -8.3%
M MACYS INC COM 0.0%
Value ($000) $36 Shares 1,660 Est. Cost $28.61 Unrealized -20.5%
CHINA MOBILE LIMITED SPONSORED ADR 0.0%
Value ($000) $34 Shares 745 Est. Cost $50.63 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.0%
Value ($000) $33 Shares 439 Est. Cost $75.17 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $33 Shares 225 Est. Cost $136.87 Unrealized -6.2%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $33 Shares 298 Est. Cost $105.59 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $32 Shares 288 Est. Cost $111.11 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $32 Shares 180 Est. Cost $160.91 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $32 Shares 272 Est. Cost $113.55 Unrealized
UBS UBS GROUP AG SHS 0.0%
Value ($000) $31 Shares 2,635 Est. Cost $17.38 Unrealized -29.5%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $30 Shares 490 Est. Cost $52.79 Unrealized
AOA ISHARES S&P AGGRESSIVE ALLOCATION FUND 0.0%
Value ($000) $30 Shares 538 Est. Cost $54.38 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $30 Shares 292 Est. Cost $80.67 Unrealized +3.5%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $30 Shares 338 Est. Cost $87.90 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $29 Shares 718 Est. Cost $51.22 Unrealized -34.3%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $27 Shares 520 Est. Cost $56.45 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $27 Shares 942 Est. Cost $28.59 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $27 Shares 450 Est. Cost $38.57 Unrealized +21.7%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $27 Shares 240 Est. Cost $69.57 Unrealized +32.1%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $27 Shares 539 Est. Cost $53.80 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $26 Shares 309 Est. Cost $54.84 Unrealized +28.0%
VIACOM INC NEW CL B 0.0%
Value ($000) $26 Shares 878 Est. Cost $30.63 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $26 Shares 828 Est. Cost $24.88 Unrealized -6.3%
WSBC WESBANCO INC COM 0.0%
Value ($000) $26 Shares 687 Est. Cost $40.85 Unrealized -5.8%
HSBC HLDGS PLC ADR A 1/40PF A 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $26.00 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $26 Shares 390 Est. Cost $60.38 Unrealized -4.8%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $25 Shares 669 Est. Cost $37.37 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $25 Shares 979 Est. Cost $24.45 Unrealized
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $24 Shares 1,690 Est. Cost $14.20 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
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $23 Shares 200 Est. Cost $100.00 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $23 Shares 271 Est. Cost $81.55 Unrealized
KEP KOREA ELECTRIC PWR SPONSORED ADR 0.0%
Value ($000) $22 Shares 2,004 Est. Cost $17.79 Unrealized
IGSB ISHARES SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $21 Shares 390 Est. Cost $96.74 Unrealized
NVDA NVIDIA CORP COM 0.0%
Value ($000) $21 Shares 125 Est. Cost $4.91 Unrealized -16.2%
ESGE ISHARES MSCI EM ESG SELECT ETF 0.0%
Value ($000) $20 Shares 581 Est. Cost $48.35 Unrealized
AOK ISHARES CONSERVATIVE ALLOCATION FUND 0.0%
Value ($000) $19 Shares 536 Est. Cost $34.61 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $18 Shares 403 Est. Cost $42.65 Unrealized -9.0%
BB&T CORP COM 0.0%
Value ($000) $18 Shares 370 Est. Cost $50.05 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $17 Shares 415 Est. Cost $36.91 Unrealized -7.6%
PJP INVESCO DYNAMIC PHARMACEUTICALS ETF 0.0%
Value ($000) $17 Shares 286 Est. Cost $66.25 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $17 Shares 77 Est. Cost $21.61 Unrealized -28.0%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $16 Shares 140 Est. Cost $216.62 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $15 Shares 50 Est. Cost $14.08 Unrealized +84.9%
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $15 Shares 330 Est. Cost $48.48 Unrealized
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $15 Shares 2,764 Est. Cost $5.39 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $15 Shares 313 Est. Cost $47.92 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $14 Shares 165 Est. Cost $83.85 Unrealized
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.0%
Value ($000) $14 Shares 224 Est. Cost $67.32 Unrealized
GH GUARDANT HEALTH INC COM 0.0%
Value ($000) $13 Shares 150 Est. Cost $55.44 Unrealized +37.8%
MSA MSA SAFETY INC COM 0.0%
Value ($000) $13 Shares 119 Est. Cost $79.81 Unrealized +31.6%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $12 Shares 83 Est. Cost $137.27 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $12 Shares 79 Est. Cost $103.93 Unrealized +30.0%
CC CHEMOURS CO COM 0.0%
Value ($000) $11 Shares 442 Est. Cost $38.39 Unrealized -41.9%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $11 Shares 114 Est. Cost $74.54 Unrealized +15.8%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $11 Shares 140 Est. Cost $86.96 Unrealized -22.1%
NI NISOURCE INC COM 0.0%
Value ($000) $11 Shares 379 Est. Cost $20.38 Unrealized +11.1%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $11 Shares 124 Est. Cost $68.88 Unrealized +8.9%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $11 Shares 128 Est. Cost $47.34 Unrealized +43.5%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $11 Shares 142 Est. Cost $50.51 Unrealized +17.5%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $11 Shares 89 Est. Cost $89.91 Unrealized +14.9%
FEM FIRST TRUST EMERGING MARKETS ALPHADEX FUND 0.0%
Value ($000) $10 Shares 384 Est. Cost $25.85 Unrealized
RACE FERRARI N V COM 0.0%
Value ($000) $10 Shares 65 Est. Cost $111.18 Unrealized +29.5%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $10 Shares 126 Est. Cost $63.31 Unrealized +8.2%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $10 Shares 51 Est. Cost $139.07 Unrealized +15.6%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $10 Shares 28 Est. Cost $205.77 Unrealized +53.4%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $10 Shares 86 Est. Cost $72.14 Unrealized +53.3%
SYY SYSCO CORP COM 0.0%
Value ($000) $9 Shares 130 Est. Cost $58.03 Unrealized +2.6%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $9 Shares 618 Est. Cost $9.77 Unrealized +0.7%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $9 Shares 420 Est. Cost $22.16 Unrealized -4.6%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $9 Shares 278 Est. Cost $43.82 Unrealized -26.0%
FHI FEDERATED INVS INC PA CL B 0.0%
Value ($000) $9 Shares 280 Est. Cost $22.59 Unrealized +3.4%
FIAT CHRYSLER AUTOMOBILES N V SHS 0.0%
Value ($000) $9 Shares 651 Est. Cost $18.43 Unrealized
VELOCITYSHARES DAILY INVERSE VIX MEDIUM TERM ETN 0.0%
Value ($000) $9 Shares 127 Est. Cost $70.87 Unrealized
ALLERGAN PLC SHS 0.0%
Value ($000) $8 Shares 50 Est. Cost $177.69 Unrealized
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $8 Shares 320 Est. Cost $23.70 Unrealized -16.9%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $7 Shares 86 Est. Cost $48.04 Unrealized +46.2%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $7 Shares 184 Est. Cost $23.31 Unrealized +0.8%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $7 Shares 634 Est. Cost $15.67 Unrealized
ETFMG PRIME CYBER SECURITY ETF 0.0%
Value ($000) $6 Shares 144 Est. Cost $33.85 Unrealized
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 +3.0%
CNX CNX RESOURCES CORPORATION COM 0.0%
Value ($000) $6 Shares 762 Est. Cost $13.81 Unrealized -36.4%
AVAV AEROVIRONMENT INC COM 0.0%
Value ($000) $6 Shares 98 Est. Cost $50.90 Unrealized +29.4%
MKL MARKEL CORP COM 0.0%
Value ($000) $5 Shares 5 Est. Cost $1093.18 Unrealized -4.1%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $5 Shares 47 Est. Cost $75.72 Unrealized +28.8%
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $46.46 Unrealized -22.3%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $5 Shares 165 Est. Cost $11.69 Unrealized +144.1%
FMX FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 0.0%
Value ($000) $5 Shares 47 Est. Cost $85.11 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $5 Shares 31 Est. Cost $197.62 Unrealized -21.6%
AOR ISHARES GROWTH ALLOCATION FUND 0.0%
Value ($000) $5 Shares 110 Est. Cost $45.45 Unrealized
STBA S & T BANCORP INC COM 0.0%
Value ($000) $4 Shares 104 Est. Cost $40.68 Unrealized -4.6%
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 0.0%
Value ($000) $4 Shares 108 Est. Cost $37.04 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $46.85 Unrealized 0.0%
CDK GLOBAL INC COM 0.0%
Value ($000) $4 Shares 87 Est. Cost $68.97 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $4 Shares 107 Est. Cost $25.23 Unrealized +5.5%
FIVE STAR SENIOR LIVING INC COM 0.0%
Value ($000) $4 Shares 8,269 Est. Cost $1.22 Unrealized
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
AQUA AMERICA INC COM 0.0%
Value ($000) $2 Shares 58 Est. Cost $34.48 Unrealized
EAT BRINKER INTL INC COM 0.0%
Value ($000) $2 Shares 63 Est. Cost $31.54 Unrealized +25.8%
WMB WILLIAMS COS INC DEL COM 0.0%
Value ($000) $2 Shares 66 Est. Cost $18.59 Unrealized +3.2%
NFG NATIONAL FUEL GAS CO N J COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $57.14 Unrealized -0.4%
SPDR S&P 600 SMALL CAP ETF 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.96 Unrealized
PCG PG&E CORP COM 0.0%
Value ($000) $2 Shares 78 Est. Cost $16.04 Unrealized +23.9%
STKL SUNOPTA INC COM 0.0%
Value ($000) $1 Shares 352 Est. Cost $8.34 Unrealized -55.8%
TWITTER INC COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $57.14 Unrealized
SNAP SNAP INC CL A 0.0%
Value ($000) $1 Shares 70 Est. Cost $12.90 Unrealized -5.2%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $57.27 Unrealized +40.2%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $126.70 Unrealized
TREMONT MTG TR COM 0.0%
Value ($000) $1 Shares 144 Est. Cost $6.94 Unrealized
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.04 Unrealized
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 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
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $1 Shares 53 Est. Cost $13.59 Unrealized +24.9%
FOX FOX CORP CL B COM 0.0%
Value ($000) $1 Shares 41 Est. Cost $32.96 Unrealized 0.0%
GERN GERON CORP COM 0.0%
Value ($000) $0 Shares 76 Est. Cost $2.02 Unrealized -18.2%
WAB WABTEC CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $69.17 Unrealized -1.5%
LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
CENTURYLINK INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $16.60 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $39.12 Unrealized -34.5%
LIBERTY MEDIA CORP DELAWARE COM A BRAVES GRP 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
BIOTIME INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
WPX ENERGY INC COM 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized
RRC RANGE RES CORP COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $17.99 Unrealized -51.7%
RITE AID CORP COM 0.0%
Value ($000) $0 Shares 51 Est. Cost Unrealized
NWS NEWS CORP NEW CL B 0.0%
Value ($000) $0 Shares 31 Est. Cost $13.98 Unrealized -16.8%
NEURALSTEM INC COM NEW 0.0%
Value ($000) $0 Shares 246 Est. Cost Unrealized