Principle Wealth Partners LLC Diversified Active

CIK: 0001743413 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 4, 2020

Total Value ($000): $313,135 (100.0% shares, 0.0% debt)

Holdings (166)

OFLX OMEGA FLEX INC COM 13.9%
Value ($000) $43,575 Shares 406,145 Est. Cost $59.29 Unrealized +64.5%
AAPL APPLE INC COM 5.5%
Value ($000) $17,284 Shares 58,859 Est. Cost $46.55 Unrealized +33.2%
AMGN AMGEN INC COM 4.5%
Value ($000) $13,952 Shares 57,877 Est. Cost $157.36 Unrealized +16.1%
BA BOEING CO COM 3.8%
Value ($000) $11,906 Shares 36,547 Est. Cost $348.99 Unrealized +0.6%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 3.5%
Value ($000) $11,030 Shares 88,482 Est. Cost $103.72 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 3.3%
Value ($000) $10,232 Shares 141,996 Est. Cost $61.70 Unrealized
PFE PFIZER INC COM 2.7%
Value ($000) $8,378 Shares 213,842 Est. Cost $28.04 Unrealized -4.7%
JNJ JOHNSON & JOHNSON COM 2.7%
Value ($000) $8,347 Shares 57,225 Est. Cost $111.02 Unrealized +2.8%
INTC INTEL CORP COM 2.5%
Value ($000) $7,801 Shares 130,342 Est. Cost $42.86 Unrealized +14.9%
VB VANGUARD SMALL-CAP INDEX FUND 2.2%
Value ($000) $6,923 Shares 41,793 Est. Cost $139.93 Unrealized
V VISA INC COM CL A 2.1%
Value ($000) $6,527 Shares 34,738 Est. Cost $142.68 Unrealized +20.9%
VOOG VANGUARD S&P 500 GROWTH ETF 2.0%
Value ($000) $6,269 Shares 35,949 Est. Cost $146.34 Unrealized
AMZN AMAZON COM INC COM 1.9%
Value ($000) $5,981 Shares 3,237 Est. Cost $85.20 Unrealized +3.9%
VUG VANGUARD GROWTH INDEX FUND 1.7%
Value ($000) $5,257 Shares 28,856 Est. Cost $145.92 Unrealized
MSFT MICROSOFT CORP COM 1.6%
Value ($000) $5,159 Shares 32,717 Est. Cost $111.69 Unrealized +24.7%
JPM JPMORGAN CHASE & CO COM 1.5%
Value ($000) $4,620 Shares 33,144 Est. Cost $89.40 Unrealized +21.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.4%
Value ($000) $4,335 Shares 19,137 Est. Cost $208.31 Unrealized +4.3%
BAC BANK AMER CORP COM 1.3%
Value ($000) $4,093 Shares 116,224 Est. Cost $23.81 Unrealized +16.7%
GOOG ALPHABET INC CAP STK CL C 1.2%
Value ($000) $3,837 Shares 2,870 Est. Cost $53.94 Unrealized +18.7%
GOOGL ALPHABET INC CAP STK CL A 1.1%
Value ($000) $3,513 Shares 2,623 Est. Cost $54.30 Unrealized +17.9%
VNQ VANGUARD REAL ESTATE ETF 1.1%
Value ($000) $3,363 Shares 36,246 Est. Cost $80.30 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 1.1%
Value ($000) $3,354 Shares 44,336 Est. Cost $62.23 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 1.0%
Value ($000) $3,056 Shares 9 Est. Cost $307970.80 Unrealized +5.8%
VFH VANGUARD FINANCIALS INDEX FUND 1.0%
Value ($000) $3,001 Shares 39,344 Est. Cost $59.36 Unrealized
COP CONOCOPHILLIPS COM 1.0%
Value ($000) $2,976 Shares 45,760 Est. Cost $45.31 Unrealized +4.1%
PSX PHILLIPS 66 COM 0.9%
Value ($000) $2,924 Shares 26,244 Est. Cost $76.37 Unrealized +14.4%
ALL ALLSTATE CORP COM 0.9%
Value ($000) $2,819 Shares 25,073 Est. Cost $89.63 Unrealized +5.1%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.9%
Value ($000) $2,734 Shares 11,165 Est. Cost $167.98 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.8%
Value ($000) $2,564 Shares 15,673 Est. Cost $136.39 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.8%
Value ($000) $2,557 Shares 20,183 Est. Cost $199.27 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.8%
Value ($000) $2,494 Shares 10,846 Est. Cost $171.93 Unrealized +9.0%
PG PROCTER & GAMBLE CO COM 0.8%
Value ($000) $2,477 Shares 19,829 Est. Cost $81.55 Unrealized +29.0%
GD GENERAL DYNAMICS CORP COM 0.8%
Value ($000) $2,433 Shares 13,796 Est. Cost $152.21 Unrealized +2.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.7%
Value ($000) $2,257 Shares 16,840 Est. Cost $99.90 Unrealized -0.0%
GENERAL ELECTRIC CO COM 0.7%
Value ($000) $2,252 Shares 201,749 Est. Cost $9.60 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.7%
Value ($000) $2,249 Shares 38,822 Est. Cost $52.46 Unrealized
UNITED TECHNOLOGIES CORP COM 0.7%
Value ($000) $2,197 Shares 14,670 Est. Cost $111.67 Unrealized
META FACEBOOK INC CL A 0.6%
Value ($000) $1,997 Shares 9,732 Est. Cost $147.78 Unrealized +30.2%
HD HOME DEPOT INC COM 0.6%
Value ($000) $1,978 Shares 9,059 Est. Cost $159.86 Unrealized +22.0%
DIS DISNEY WALT CO COM DISNEY 0.6%
Value ($000) $1,887 Shares 13,050 Est. Cost $112.95 Unrealized +20.2%
SPY SPDR S&P 500 ETF 0.6%
Value ($000) $1,833 Shares 5,696 Est. Cost $284.25 Unrealized
CVS CVS HEALTH CORP COM 0.5%
Value ($000) $1,641 Shares 22,089 Est. Cost $48.37 Unrealized +19.4%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.5%
Value ($000) $1,619 Shares 36,396 Est. Cost $38.51 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.5%
Value ($000) $1,600 Shares 8,344 Est. Cost $161.02 Unrealized
VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF 0.5%
Value ($000) $1,470 Shares 24,158 Est. Cost $60.21 Unrealized
QQQ INVESCO QQQ TRUST 0.5%
Value ($000) $1,457 Shares 6,854 Est. Cost $164.99 Unrealized
MA MASTERCARD INC CL A 0.5%
Value ($000) $1,455 Shares 4,872 Est. Cost $220.62 Unrealized +23.5%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.4%
Value ($000) $1,381 Shares 8,571 Est. Cost $157.75 Unrealized -3.8%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $1,373 Shares 19,676 Est. Cost $55.79 Unrealized -6.7%
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $1,234 Shares 3,168 Est. Cost $281.78 Unrealized +15.3%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $1,204 Shares 6,092 Est. Cost $163.30 Unrealized +5.3%
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $1,100 Shares 3,741 Est. Cost $229.44 Unrealized +3.1%
NSC NORFOLK SOUTHERN CORP COM 0.4%
Value ($000) $1,096 Shares 5,645 Est. Cost $159.27 Unrealized +3.9%
ARKK ARK INNOVATION ETF 0.4%
Value ($000) $1,096 Shares 21,889 Est. Cost $42.99 Unrealized
PRFZ INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF 0.3%
Value ($000) $1,069 Shares 7,823 Est. Cost $113.65 Unrealized
LOW LOWES COS INC COM 0.3%
Value ($000) $1,036 Shares 8,650 Est. Cost $84.62 Unrealized +21.0%
WFC WELLS FARGO CO NEW COM 0.3%
Value ($000) $1,012 Shares 18,811 Est. Cost $40.73 Unrealized +9.8%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.3%
Value ($000) $972 Shares 8,403 Est. Cost $97.62 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $971 Shares 15,817 Est. Cost $39.65 Unrealized +7.9%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $963 Shares 20,083 Est. Cost $38.11 Unrealized +1.2%
IJR ISHARES S&P SMALL-CAP FUND 0.3%
Value ($000) $900 Shares 10,736 Est. Cost $71.04 Unrealized
T AT&T INC COM 0.3%
Value ($000) $877 Shares 22,434 Est. Cost $15.63 Unrealized +20.7%
BANK AMER CORP 7.25 CNV PFD L 0.3%
Value ($000) $840 Shares 580 Est. Cost $1251.72 Unrealized
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $818 Shares 13,803 Est. Cost $40.51 Unrealized +9.5%
BMY BRISTOL MYERS SQUIBB CO COM 0.3%
Value ($000) $809 Shares 12,609 Est. Cost $42.04 Unrealized +7.5%
BX BLACKSTONE GROUP INC COM CL A 0.3%
Value ($000) $792 Shares 14,150 Est. Cost $39.41 Unrealized +6.8%
DD DUPONT DE NEMOURS INC COM 0.3%
Value ($000) $784 Shares 12,212 Est. Cost $25.91 Unrealized -5.4%
MRK MERCK & CO INC COM 0.2%
Value ($000) $781 Shares 8,588 Est. Cost $58.91 Unrealized +14.7%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $778 Shares 2,396 Est. Cost $230.26 Unrealized +29.6%
MKL MARKEL CORP COM 0.2%
Value ($000) $775 Shares 678 Est. Cost $1093.58 Unrealized +4.2%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $759 Shares 8,917 Est. Cost $57.58 Unrealized +4.2%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $753 Shares 4,255 Est. Cost $125.05 Unrealized +15.1%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $745 Shares 14,918 Est. Cost $31.51 Unrealized -8.6%
WELLS FARGO CO NEW PERP PFD CNV A 0.2%
Value ($000) $734 Shares 506 Est. Cost $1262.85 Unrealized
MS MORGAN STANLEY COM NEW 0.2%
Value ($000) $729 Shares 14,253 Est. Cost $35.07 Unrealized +11.5%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $719 Shares 2,091 Est. Cost $261.06 Unrealized +21.7%
IYW ISHARES U.S. TECHNOLOGY ETF 0.2%
Value ($000) $713 Shares 3,064 Est. Cost $179.65 Unrealized
IJH ISHARES S&P MIDCAP FUND 0.2%
Value ($000) $684 Shares 3,325 Est. Cost $175.02 Unrealized
DOW DOW INC COM 0.2%
Value ($000) $679 Shares 12,413 Est. Cost $32.74 Unrealized +12.1%
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $668 Shares 4,183 Est. Cost $98.92 Unrealized +21.5%
SO SOUTHERN CO COM 0.2%
Value ($000) $667 Shares 10,477 Est. Cost $35.52 Unrealized +37.7%
PEP PEPSICO INC COM 0.2%
Value ($000) $661 Shares 4,840 Est. Cost $96.90 Unrealized +16.4%
NKE NIKE INC CL B 0.2%
Value ($000) $655 Shares 6,464 Est. Cost $69.04 Unrealized +25.8%
KO COCA COLA CO COM 0.2%
Value ($000) $651 Shares 11,764 Est. Cost $38.63 Unrealized +15.2%
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $644 Shares 5,343 Est. Cost $86.53 Unrealized +3.6%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $625 Shares 7,111 Est. Cost $67.70 Unrealized +10.0%
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $624 Shares 2,716 Est. Cost $139.27 Unrealized +32.0%
VTV VANGUARD VALUE INDEX FUND 0.2%
Value ($000) $619 Shares 5,164 Est. Cost $111.20 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $618 Shares 20,085 Est. Cost $24.97 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $601 Shares 3,405 Est. Cost $120.24 Unrealized -7.1%
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $595 Shares 1,842 Est. Cost $254.94 Unrealized
WASH WASHINGTON TR BANCORP COM 0.2%
Value ($000) $582 Shares 10,814 Est. Cost $33.92 Unrealized +3.8%
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.2%
Value ($000) $570 Shares 11,012 Est. Cost $51.76 Unrealized
CRM SALESFORCE COM INC COM 0.2%
Value ($000) $533 Shares 3,279 Est. Cost $139.26 Unrealized +11.2%
CME CME GROUP INC COM 0.2%
Value ($000) $532 Shares 2,650 Est. Cost $142.24 Unrealized +13.9%
KMB KIMBERLY CLARK CORP COM 0.2%
Value ($000) $528 Shares 3,840 Est. Cost $102.58 Unrealized +6.1%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.2%
Value ($000) $527 Shares 6,971 Est. Cost $61.59 Unrealized
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $525 Shares 4,219 Est. Cost $99.73 Unrealized +10.4%
VO VANGUARD MID-CAP INDEX FUND 0.2%
Value ($000) $502 Shares 2,815 Est. Cost $169.98 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $490 Shares 1,171 Est. Cost $19.11 Unrealized +13.5%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $488 Shares 2,016 Est. Cost $36.78 Unrealized +36.4%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $484 Shares 4,133 Est. Cost $83.91 Unrealized +10.6%
UNP UNION PACIFIC CORP COM 0.2%
Value ($000) $479 Shares 2,648 Est. Cost $145.81 Unrealized +2.4%
BLACKROCK INC COM 0.2%
Value ($000) $479 Shares 953 Est. Cost $407.05 Unrealized
AVANGRID INC COM 0.2%
Value ($000) $478 Shares 9,340 Est. Cost $50.11 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.2%
Value ($000) $478 Shares 10,411 Est. Cost $39.27 Unrealized
ISHARES COMEX GOLD TRUST 0.1%
Value ($000) $464 Shares 32,000 Est. Cost $12.28 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $448 Shares 9,962 Est. Cost $37.51 Unrealized +1.0%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $425 Shares 2,770 Est. Cost $114.95 Unrealized +7.0%
EOG EOG RES INC COM 0.1%
Value ($000) $422 Shares 5,040 Est. Cost $73.45 Unrealized -24.0%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $421 Shares 6,596 Est. Cost $63.83 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $407 Shares 1,386 Est. Cost $209.27 Unrealized +29.7%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $399 Shares 3,920 Est. Cost $90.95 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $391 Shares 1,760 Est. Cost $224.43 Unrealized
CTVA CORTEVA INC COM 0.1%
Value ($000) $370 Shares 12,524 Est. Cost $26.67 Unrealized -8.1%
MSA MSA SAFETY INC COM 0.1%
Value ($000) $366 Shares 2,900 Est. Cost $101.69 Unrealized +18.3%
IPKW INVESCO INTERNATIONAL BUYBACK ACHIEVERSA ETF 0.1%
Value ($000) $360 Shares 10,655 Est. Cost $29.59 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $356 Shares 3,260 Est. Cost $78.96 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.1%
Value ($000) $350 Shares 5,804 Est. Cost $56.86 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.1%
Value ($000) $341 Shares 4,209 Est. Cost $69.72 Unrealized
CMI CUMMINS INC COM 0.1%
Value ($000) $325 Shares 1,817 Est. Cost $123.12 Unrealized +22.7%
NFLX NETFLIX INC COM 0.1%
Value ($000) $315 Shares 974 Est. Cost $34.87 Unrealized -15.0%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $313 Shares 3,674 Est. Cost $63.14 Unrealized +5.3%
TGT TARGET CORP COM 0.1%
Value ($000) $305 Shares 2,380 Est. Cost $80.37 Unrealized +24.2%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $304 Shares 5,525 Est. Cost $36.31 Unrealized +26.4%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $301 Shares 5,413 Est. Cost $47.88 Unrealized
IQV IQVIA HLDGS INC COM 0.1%
Value ($000) $297 Shares 1,920 Est. Cost $121.14 Unrealized +20.5%
MTB M & T BK CORP COM 0.1%
Value ($000) $297 Shares 1,751 Est. Cost $127.57 Unrealized +4.1%
SYK STRYKER CORP COM 0.1%
Value ($000) $289 Shares 1,378 Est. Cost $154.78 Unrealized +25.5%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $288 Shares 3,044 Est. Cost $59.69 Unrealized +24.4%
HOLX HOLOGIC INC COM 0.1%
Value ($000) $287 Shares 5,500 Est. Cost $41.02 Unrealized +21.4%
ADBE ADOBE INC COM 0.1%
Value ($000) $286 Shares 867 Est. Cost $253.08 Unrealized +16.3%
ALLY ALLY FINL INC COM 0.1%
Value ($000) $284 Shares 9,300 Est. Cost $22.46 Unrealized +13.6%
DUNKIN BRANDS GROUP INC COM 0.1%
Value ($000) $283 Shares 3,750 Est. Cost $76.45 Unrealized
PDP INVESCO DWA MOMENTUM ETF 0.1%
Value ($000) $283 Shares 4,395 Est. Cost $49.08 Unrealized
O REALTY INCOME CORP COM 0.1%
Value ($000) $278 Shares 3,770 Est. Cost $51.29 Unrealized +7.1%
ABT ABBOTT LABS COM 0.1%
Value ($000) $273 Shares 3,145 Est. Cost $63.43 Unrealized +18.7%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $272 Shares 7,241 Est. Cost $37.56 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $263 Shares 3,295 Est. Cost $53.37 Unrealized +11.0%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.1%
Value ($000) $262 Shares 4,000 Est. Cost $52.44 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.1%
Value ($000) $261 Shares 4,700 Est. Cost $55.53 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.1%
Value ($000) $259 Shares 2,153 Est. Cost $111.94 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $256 Shares 938 Est. Cost $206.56 Unrealized +19.5%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $253 Shares 1,925 Est. Cost $102.71 Unrealized +4.7%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $253 Shares 1,484 Est. Cost $143.97 Unrealized +0.8%
TE CONNECTIVITY LTD REG SHS 0.1%
Value ($000) $250 Shares 2,607 Est. Cost $80.82 Unrealized
ACWV ISHARES EDGE MSCI MIN VOL GLOBAL ETF 0.1%
Value ($000) $246 Shares 2,562 Est. Cost $96.02 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $239 Shares 3,910 Est. Cost $45.47 Unrealized +20.1%
INTU INTUIT COM 0.1%
Value ($000) $236 Shares 900 Est. Cost $221.02 Unrealized +13.8%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $235 Shares 1,720 Est. Cost $127.43 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $231 Shares 2,000 Est. Cost $102.09 Unrealized +8.1%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $222 Shares 1,960 Est. Cost $87.54 Unrealized +5.7%
BWA BORGWARNER INC COM 0.1%
Value ($000) $217 Shares 5,000 Est. Cost $29.94 Unrealized +11.4%
ARKG ARK GENOMIC REVOLUTION ETF 0.1%
Value ($000) $214 Shares 6,395 Est. Cost $33.46 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $213 Shares 1,983 Est. Cost $99.36 Unrealized
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $213 Shares 2,240 Est. Cost $95.09 Unrealized
DOUBLELINE INCOME SOLUTIONS FD COM 0.1%
Value ($000) $205 Shares 10,350 Est. Cost $19.91 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $203 Shares 2,200 Est. Cost $73.50 Unrealized +1.8%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $202 Shares 1,701 Est. Cost $100.85 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $200 Shares 2,900 Est. Cost $62.53 Unrealized -5.5%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $200 Shares 1,138 Est. Cost $175.75 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.1%
Value ($000) $200 Shares 700 Est. Cost $285.71 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $200 Shares 1,558 Est. Cost $102.86 Unrealized +0.9%
PGX INVESCO PREFERRED ETF 0.1%
Value ($000) $192 Shares 12,764 Est. Cost $15.04 Unrealized
PSEC PROSPECT CAPITAL CORPORATION COM 0.0%
Value ($000) $135 Shares 20,948 Est. Cost $2.96 Unrealized +1.5%
CENTURYLINK INC COM 0.0%
Value ($000) $133 Shares 10,090 Est. Cost $11.78 Unrealized