Bay Harbor Wealth Management as of Dec. 31, 2019
Portfolio Holdings for Bay Harbor Wealth Management
Bay Harbor Wealth Management holds 375 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Europe Pacific ETF (VEA) | 8.4 | $16M | 353k | 44.06 | |
| Vanguard Growth ETF (VUG) | 7.4 | $14M | 75k | 182.17 | |
| Vanguard Value ETF (VTV) | 7.4 | $14M | 115k | 119.85 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 6.4 | $12M | 209k | 56.58 | |
| Vanguard Short-Term Bond ETF (BSV) | 5.8 | $11M | 133k | 80.61 | |
| iShares S&P 500 Index (IVV) | 3.9 | $7.1M | 22k | 323.25 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 3.3 | $6.1M | 115k | 53.17 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 3.0 | $5.6M | 64k | 87.21 | |
| Vanguard Long-Term Bond ETF (BLV) | 2.8 | $5.2M | 52k | 100.34 | |
| Ishares Tr cmn (GOVT) | 2.7 | $5.1M | 196k | 25.94 | |
| Doubleline Total Etf etf (TOTL) | 2.7 | $5.1M | 104k | 48.99 | |
| Vanguard Emerging Markets ETF (VWO) | 2.4 | $4.5M | 101k | 44.47 | |
| Vanguard Small-Cap ETF (VB) | 2.0 | $3.8M | 23k | 165.64 | |
| Spdr S&p 500 Etf (SPY) | 1.8 | $3.3M | 10k | 321.85 | |
| iShares S&P 1500 Index Fund (ITOT) | 1.8 | $3.3M | 45k | 72.69 | |
| SPDR Barclays Capital Aggregate Bo (SPAB) | 1.8 | $3.3M | 111k | 29.38 | |
| Apple (AAPL) | 1.6 | $3.0M | 10k | 293.60 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.6 | $2.9M | 44k | 65.23 | |
| Ishares Inc core msci emkt (IEMG) | 1.4 | $2.6M | 48k | 53.76 | |
| Ishares Tr usa min vo (USMV) | 1.3 | $2.5M | 38k | 65.59 | |
| Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) | 1.2 | $2.2M | 43k | 50.24 | |
| Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) | 1.1 | $2.0M | 19k | 109.52 | |
| Technology SPDR (XLK) | 1.0 | $1.8M | 20k | 91.66 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 1.0 | $1.8M | 31k | 57.98 | |
| SPDR S&P World ex-US (SPDW) | 1.0 | $1.8M | 57k | 31.34 | |
| Health Care SPDR (XLV) | 0.9 | $1.7M | 17k | 101.83 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.9 | $1.7M | 17k | 101.01 | |
| Financial Select Sector SPDR (XLF) | 0.9 | $1.6M | 54k | 30.77 | |
| iShares Lehman MBS Bond Fund (MBB) | 0.9 | $1.6M | 15k | 108.08 | |
| SPDR DJ Wilshire REIT (RWR) | 0.8 | $1.5M | 15k | 102.04 | |
| Berkshire Hathaway (BRK.A) | 0.7 | $1.4M | 4.00 | 339500.00 | |
| iShares S&P Global Technology Sect. (IXN) | 0.7 | $1.3M | 6.2k | 210.53 | |
| Ishares Msci Usa Size Factor (SIZE) | 0.7 | $1.3M | 13k | 97.37 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.6 | $1.1M | 9.3k | 115.74 | |
| SPDR Barclays Capital TIPS (SPIP) | 0.6 | $1.0M | 36k | 28.54 | |
| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.5 | $976k | 19k | 50.45 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.5 | $939k | 3.2k | 295.65 | |
| SPDR Gold Trust (GLD) | 0.5 | $907k | 6.3k | 142.92 | |
| SPDR S&P Emerging Markets (SPEM) | 0.5 | $829k | 22k | 37.60 | |
| At&t (T) | 0.3 | $654k | 17k | 39.08 | |
| Vanguard Information Technology ETF (VGT) | 0.3 | $646k | 2.6k | 244.88 | |
| iShares S&P Conservative Allocatn Fd ETF (AOK) | 0.3 | $599k | 17k | 36.22 | |
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.3 | $565k | 17k | 32.63 | |
| Truist Financial Corp equities (TFC) | 0.3 | $565k | 10k | 56.30 | |
| Spdr Index Shs Fds stoxx eur 50 etf (SPEU) | 0.3 | $559k | 15k | 36.43 | |
| Spdr Series Trust brcly em locl (EBND) | 0.3 | $529k | 19k | 27.92 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.3 | $526k | 9.8k | 53.61 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $493k | 7.1k | 69.72 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.3 | $496k | 3.7k | 135.52 | |
| First Tr Exchange Traded Fd senior ln (FTSL) | 0.3 | $493k | 10k | 47.89 | |
| First Tr Exchange Traded Fd fst low mtg etf (LMBS) | 0.3 | $495k | 9.6k | 51.81 | |
| SPDR DJ International Real Estate ETF (RWX) | 0.2 | $466k | 12k | 38.80 | |
| iShares S&P Moderate Allocation Fund ETF (AOM) | 0.2 | $466k | 12k | 40.10 | |
| Abbvie (ABBV) | 0.2 | $472k | 5.3k | 88.52 | |
| Pfizer (PFE) | 0.2 | $447k | 11k | 39.19 | |
| Verizon Communications (VZ) | 0.2 | $441k | 7.2k | 61.42 | |
| SPDR S&P International Small Cap (GWX) | 0.2 | $445k | 14k | 31.84 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $433k | 1.2k | 375.22 | |
| Philip Morris International (PM) | 0.2 | $404k | 4.8k | 85.05 | |
| BP (BP) | 0.2 | $386k | 10k | 37.75 | |
| 3M Company (MMM) | 0.2 | $388k | 2.2k | 176.60 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $380k | 1.8k | 212.89 | |
| Chevron Corporation (CVX) | 0.2 | $379k | 3.1k | 120.62 | |
| NVIDIA Corporation (NVDA) | 0.2 | $370k | 1.6k | 235.22 | |
| GlaxoSmithKline | 0.2 | $366k | 7.8k | 46.98 | |
| Cibc Cad (CM) | 0.2 | $379k | 4.6k | 83.17 | |
| iShares S&P MidCap 400 Index (IJH) | 0.2 | $370k | 1.8k | 206.13 | |
| Duke Energy (DUK) | 0.2 | $363k | 4.0k | 91.11 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $345k | 1.5k | 226.68 | |
| Dominion Resources (D) | 0.2 | $360k | 4.3k | 82.93 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.2 | $346k | 3.9k | 87.95 | |
| Bce (BCE) | 0.2 | $333k | 7.2k | 46.37 | |
| Wisdomtree Tr intl hedge eqt (HEDJ) | 0.2 | $339k | 4.8k | 70.58 | |
| Osi Etf Tr oshars ftse us | 0.2 | $337k | 9.2k | 36.57 | |
| Microsoft Corporation (MSFT) | 0.2 | $308k | 2.0k | 157.79 | |
| Coca-Cola Company (KO) | 0.2 | $314k | 5.7k | 55.42 | |
| iShares S&P Growth Allocation Fund (AOR) | 0.2 | $322k | 6.7k | 47.80 | |
| PPL Corporation (PPL) | 0.2 | $304k | 8.5k | 35.86 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.2 | $292k | 2.5k | 114.55 | |
| Spdr Ser Tr cmn (FLRN) | 0.2 | $292k | 9.5k | 30.72 | |
| National Grid (NGG) | 0.2 | $295k | 4.7k | 62.65 | |
| Gilead Sciences (GILD) | 0.1 | $279k | 4.3k | 65.05 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $284k | 2.2k | 128.04 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $245k | 16k | 15.06 | |
| Bristol Myers Squibb (BMY) | 0.1 | $237k | 3.7k | 64.18 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $236k | 716.00 | 329.61 | |
| Tor Dom Bk Cad (TD) | 0.1 | $236k | 4.2k | 56.04 | |
| Southern Company (SO) | 0.1 | $228k | 3.6k | 63.60 | |
| Omega Healthcare Investors (OHI) | 0.1 | $218k | 5.1k | 42.36 | |
| Leidos Holdings (LDOS) | 0.1 | $213k | 2.2k | 97.84 | |
| Welltower Inc Com reit (WELL) | 0.1 | $229k | 2.8k | 81.70 | |
| PNC Financial Services (PNC) | 0.1 | $211k | 1.3k | 159.73 | |
| Ventas (VTR) | 0.1 | $183k | 3.2k | 57.60 | |
| Enbridge (ENB) | 0.1 | $188k | 4.7k | 39.86 | |
| Vodafone Group New Adr F (VOD) | 0.1 | $184k | 9.5k | 19.36 | |
| United Parcel Service (UPS) | 0.1 | $169k | 1.4k | 117.28 | |
| Cisco Systems (CSCO) | 0.1 | $159k | 3.3k | 48.07 | |
| Xilinx | 0.1 | $161k | 1.6k | 97.87 | |
| Amgen (AMGN) | 0.1 | $162k | 674.00 | 240.36 | |
| Pepsi (PEP) | 0.1 | $169k | 1.2k | 136.40 | |
| Industries N shs - a - (LYB) | 0.1 | $167k | 1.8k | 94.35 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $146k | 1.1k | 137.35 | |
| Altria (MO) | 0.1 | $144k | 2.9k | 50.02 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $148k | 3.6k | 41.21 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $148k | 1.2k | 128.14 | |
| Amazon (AMZN) | 0.1 | $152k | 82.00 | 1853.66 | |
| British American Tobac (BTI) | 0.1 | $151k | 3.6k | 42.38 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $146k | 828.00 | 176.33 | |
| Ishares Tr s^p aggr all (AOA) | 0.1 | $144k | 2.5k | 57.92 | |
| Stanley Black & Decker (SWK) | 0.1 | $134k | 807.00 | 166.05 | |
| Procter & Gamble Company (PG) | 0.1 | $130k | 1.0k | 124.76 | |
| Facebook Inc cl a (META) | 0.1 | $124k | 603.00 | 205.64 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $130k | 97.00 | 1340.21 | |
| Comcast Corporation (CMCSA) | 0.1 | $110k | 2.4k | 45.14 | |
| Regions Financial Corporation (RF) | 0.1 | $115k | 6.7k | 17.14 | |
| Royal Dutch Shell | 0.1 | $106k | 1.8k | 60.19 | |
| Invesco (IVZ) | 0.1 | $104k | 5.8k | 18.01 | |
| Realty Income (O) | 0.1 | $107k | 1.5k | 73.34 | |
| Vanguard Large-Cap ETF (VV) | 0.1 | $118k | 797.00 | 148.06 | |
| Bank of America Corporation (BAC) | 0.1 | $93k | 2.6k | 35.31 | |
| Laboratory Corp. of America Holdings | 0.1 | $100k | 589.00 | 169.78 | |
| First Trust Tech AlphaDEX Fnd (FXL) | 0.1 | $85k | 1.2k | 72.84 | |
| Tc Energy Corp (TRP) | 0.1 | $101k | 1.9k | 53.24 | |
| Amcor (AMCR) | 0.1 | $93k | 8.6k | 10.81 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $76k | 544.00 | 139.71 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $70k | 525.00 | 133.33 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $70k | 216.00 | 324.07 | |
| Merck & Co (MRK) | 0.0 | $75k | 825.00 | 90.91 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $73k | 855.00 | 85.38 | |
| Lam Research Corporation | 0.0 | $79k | 271.00 | 291.51 | |
| Severn Ban | 0.0 | $81k | 8.7k | 9.29 | |
| Science App Int'l (SAIC) | 0.0 | $81k | 935.00 | 86.63 | |
| Fs Investment Corporation | 0.0 | $69k | 11k | 6.16 | |
| MasterCard Incorporated (MA) | 0.0 | $52k | 173.00 | 300.58 | |
| CSX Corporation (CSX) | 0.0 | $49k | 675.00 | 72.59 | |
| Waste Management (WM) | 0.0 | $50k | 442.00 | 113.12 | |
| Home Depot (HD) | 0.0 | $60k | 276.00 | 217.39 | |
| Walt Disney Company (DIS) | 0.0 | $54k | 375.00 | 144.00 | |
| Norfolk Southern (NSC) | 0.0 | $53k | 272.00 | 194.85 | |
| SYSCO Corporation (SYY) | 0.0 | $47k | 546.00 | 86.08 | |
| Zebra Technologies (ZBRA) | 0.0 | $49k | 190.00 | 257.89 | |
| Best Buy (BBY) | 0.0 | $57k | 649.00 | 87.83 | |
| Intel Corporation (INTC) | 0.0 | $62k | 1.0k | 59.73 | |
| Raytheon Company | 0.0 | $51k | 234.00 | 217.95 | |
| Yum! Brands (YUM) | 0.0 | $53k | 523.00 | 101.34 | |
| Accenture (ACN) | 0.0 | $50k | 236.00 | 211.86 | |
| Visa (V) | 0.0 | $48k | 254.00 | 188.98 | |
| D.R. Horton (DHI) | 0.0 | $49k | 930.00 | 52.69 | |
| Hill-Rom Holdings | 0.0 | $62k | 546.00 | 113.55 | |
| Vanguard Total Stock Market ETF (VTI) | 0.0 | $63k | 383.00 | 164.49 | |
| Kratos Defense & Security Solutions (KTOS) | 0.0 | $54k | 3.0k | 18.00 | |
| First Trust Health Care AlphaDEX (FXH) | 0.0 | $49k | 577.00 | 84.92 | |
| Ishares Tr fltg rate nt (FLOT) | 0.0 | $63k | 1.2k | 51.09 | |
| Wp Carey (WPC) | 0.0 | $59k | 743.00 | 79.41 | |
| Eaton (ETN) | 0.0 | $50k | 525.00 | 95.24 | |
| Cdw (CDW) | 0.0 | $55k | 383.00 | 143.60 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $51k | 38.00 | 1342.11 | |
| Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) | 0.0 | $51k | 1.0k | 50.25 | |
| Cigna Corp (CI) | 0.0 | $51k | 249.00 | 204.82 | |
| Starwood Property Trust (STWD) | 0.0 | $40k | 1.6k | 24.75 | |
| American Express Company (AXP) | 0.0 | $42k | 340.00 | 123.53 | |
| Fidelity National Information Services (FIS) | 0.0 | $40k | 285.00 | 140.35 | |
| Wal-Mart Stores (WMT) | 0.0 | $39k | 329.00 | 118.54 | |
| Johnson & Johnson (JNJ) | 0.0 | $28k | 191.00 | 146.60 | |
| Morgan Stanley (MS) | 0.0 | $45k | 887.00 | 50.73 | |
| Nextera Energy (NEE) | 0.0 | $35k | 143.00 | 244.76 | |
| Stryker Corporation (SYK) | 0.0 | $43k | 204.00 | 210.78 | |
| UnitedHealth (UNH) | 0.0 | $41k | 139.00 | 294.96 | |
| Illinois Tool Works (ITW) | 0.0 | $36k | 200.00 | 180.00 | |
| AutoZone (AZO) | 0.0 | $45k | 38.00 | 1184.21 | |
| Delta Air Lines (DAL) | 0.0 | $42k | 724.00 | 58.01 | |
| Cantel Medical | 0.0 | $40k | 559.00 | 71.56 | |
| Align Technology (ALGN) | 0.0 | $35k | 125.00 | 280.00 | |
| Alliant Energy Corporation (LNT) | 0.0 | $31k | 566.00 | 54.77 | |
| MetLife (MET) | 0.0 | $44k | 864.00 | 50.93 | |
| Lululemon Athletica (LULU) | 0.0 | $28k | 119.00 | 235.29 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $30k | 176.00 | 170.45 | |
| Oneok (OKE) | 0.0 | $28k | 364.00 | 76.92 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $28k | 441.00 | 63.49 | |
| Vanguard Telecommunication Services ETF (VOX) | 0.0 | $39k | 417.00 | 93.53 | |
| Mondelez Int (MDLZ) | 0.0 | $41k | 752.00 | 54.52 | |
| Metropcs Communications (TMUS) | 0.0 | $43k | 544.00 | 79.04 | |
| Citizens Financial (CFG) | 0.0 | $42k | 1.0k | 40.86 | |
| Healthcare Tr Amer Inc cl a | 0.0 | $41k | 1.4k | 30.01 | |
| Eversource Energy (ES) | 0.0 | $34k | 398.00 | 85.43 | |
| Paypal Holdings (PYPL) | 0.0 | $43k | 397.00 | 108.31 | |
| Under Armour Inc Cl C (UA) | 0.0 | $28k | 1.5k | 19.30 | |
| Packaging Corporation of America (PKG) | 0.0 | $27k | 242.00 | 111.57 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $25k | 552.00 | 45.29 | |
| FedEx Corporation (FDX) | 0.0 | $11k | 70.00 | 157.14 | |
| McDonald's Corporation (MCD) | 0.0 | $22k | 110.00 | 200.00 | |
| Carnival Corporation (CCL) | 0.0 | $10k | 200.00 | 50.00 | |
| Microchip Technology (MCHP) | 0.0 | $10k | 94.00 | 106.38 | |
| Avery Dennison Corporation (AVY) | 0.0 | $27k | 210.00 | 128.57 | |
| Valero Energy Corporation (VLO) | 0.0 | $27k | 292.00 | 92.47 | |
| eBay (EBAY) | 0.0 | $13k | 360.00 | 36.11 | |
| General Mills (GIS) | 0.0 | $13k | 236.00 | 55.08 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $19k | 136.00 | 139.71 | |
| Applied Materials (AMAT) | 0.0 | $16k | 264.00 | 60.61 | |
| Netflix (NFLX) | 0.0 | $19k | 60.00 | 316.67 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $11k | 183.00 | 60.11 | |
| Micron Technology (MU) | 0.0 | $10k | 187.00 | 53.48 | |
| Estee Lauder Companies (EL) | 0.0 | $19k | 90.00 | 211.11 | |
| salesforce (CRM) | 0.0 | $15k | 90.00 | 166.67 | |
| Under Armour (UAA) | 0.0 | $23k | 1.1k | 21.32 | |
| Kadant (KAI) | 0.0 | $14k | 132.00 | 106.06 | |
| Universal Display Corporation (OLED) | 0.0 | $11k | 54.00 | 203.70 | |
| Halozyme Therapeutics (HALO) | 0.0 | $21k | 1.2k | 17.54 | |
| iShares Russell 3000 Index (IWV) | 0.0 | $21k | 112.00 | 187.50 | |
| Tesla Motors (TSLA) | 0.0 | $19k | 46.00 | 413.04 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $10k | 88.00 | 113.64 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $24k | 157.00 | 152.87 | |
| SPDR DB Int'l Govt Infl Pro Bond (WIP) | 0.0 | $12k | 218.00 | 55.05 | |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.0 | $14k | 140.00 | 100.00 | |
| Prologis (PLD) | 0.0 | $21k | 235.00 | 89.36 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $24k | 398.00 | 60.30 | |
| American Tower Reit (AMT) | 0.0 | $22k | 96.00 | 229.17 | |
| 0.0 | $14k | 431.00 | 32.48 | ||
| Proshares Tr S&p 500 Aristo (NOBL) | 0.0 | $18k | 233.00 | 77.25 | |
| Wisdomtree Tr blmbrg fl tr | 0.0 | $10k | 407.00 | 24.57 | |
| Arista Networks | 0.0 | $14k | 70.00 | 200.00 | |
| Alibaba Group Holding (BABA) | 0.0 | $19k | 91.00 | 208.79 | |
| Store Capital Corp reit | 0.0 | $21k | 556.00 | 37.77 | |
| Kraft Heinz (KHC) | 0.0 | $13k | 392.00 | 33.16 | |
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.0 | $10k | 187.00 | 53.48 | |
| Atlassian Corp Plc cl a | 0.0 | $12k | 100.00 | 120.00 | |
| Real Estate Select Sect Spdr (XLRE) | 0.0 | $24k | 618.00 | 38.83 | |
| Yum China Holdings (YUMC) | 0.0 | $24k | 498.00 | 48.19 | |
| Tapestry (TPR) | 0.0 | $16k | 600.00 | 26.67 | |
| Broadcom (AVGO) | 0.0 | $10k | 32.00 | 312.50 | |
| Globe Life (GL) | 0.0 | $12k | 118.00 | 101.69 | |
| Barrick Gold Corp (GOLD) | 0.0 | $1.0k | 50.00 | 20.00 | |
| Petroleo Brasileiro SA (PBR) | 0.0 | $2.0k | 100.00 | 20.00 | |
| Vale (VALE) | 0.0 | $1.0k | 100.00 | 10.00 | |
| Himax Technologies (HIMX) | 0.0 | $0 | 11.00 | 0.00 | |
| Ansys (ANSS) | 0.0 | $2.0k | 8.00 | 250.00 | |
| Goldman Sachs (GS) | 0.0 | $7.0k | 31.00 | 225.81 | |
| Western Union Company (WU) | 0.0 | $0 | 7.00 | 0.00 | |
| Principal Financial (PFG) | 0.0 | $2.0k | 33.00 | 60.61 | |
| Caterpillar (CAT) | 0.0 | $8.0k | 54.00 | 148.15 | |
| Daimler Ag reg (MBGAF) | 0.0 | $7.0k | 131.00 | 53.44 | |
| Tractor Supply Company (TSCO) | 0.0 | $2.0k | 22.00 | 90.91 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $5.0k | 13.00 | 384.62 | |
| Teva Pharmaceutical Industries (TEVA) | 0.0 | $1.0k | 77.00 | 12.99 | |
| ResMed (RMD) | 0.0 | $2.0k | 12.00 | 166.67 | |
| Brookfield Asset Management | 0.0 | $0 | 4.00 | 0.00 | |
| General Electric Company | 0.0 | $2.0k | 158.00 | 12.66 | |
| Hologic (HOLX) | 0.0 | $8.0k | 156.00 | 51.28 | |
| Mattel (MAT) | 0.0 | $4.0k | 269.00 | 14.87 | |
| Sonoco Products Company (SON) | 0.0 | $0 | 1.00 | 0.00 | |
| Wells Fargo & Company (WFC) | 0.0 | $8.0k | 141.00 | 56.74 | |
| Transocean (RIG) | 0.0 | $1.0k | 100.00 | 10.00 | |
| AFLAC Incorporated (AFL) | 0.0 | $1.0k | 25.00 | 40.00 | |
| Boeing Company (BA) | 0.0 | $2.0k | 6.00 | 333.33 | |
| Newell Rubbermaid (NWL) | 0.0 | $3.0k | 152.00 | 19.74 | |
| Western Digital (WDC) | 0.0 | $0 | 1.00 | 0.00 | |
| Whirlpool Corporation (WHR) | 0.0 | $3.0k | 20.00 | 150.00 | |
| United Rentals (URI) | 0.0 | $1.0k | 5.00 | 200.00 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $3.0k | 26.00 | 115.38 | |
| CVS Caremark Corporation (CVS) | 0.0 | $1.0k | 14.00 | 71.43 | |
| CenturyLink | 0.0 | $0 | 10.00 | 0.00 | |
| Air Products & Chemicals (APD) | 0.0 | $6.0k | 25.00 | 240.00 | |
| Gartner (IT) | 0.0 | $2.0k | 11.00 | 181.82 | |
| ConocoPhillips (COP) | 0.0 | $2.0k | 26.00 | 76.92 | |
| International Business Machines (IBM) | 0.0 | $1.0k | 11.00 | 90.91 | |
| Nike (NKE) | 0.0 | $1.0k | 6.00 | 166.67 | |
| Schlumberger (SLB) | 0.0 | $999.950000 | 35.00 | 28.57 | |
| Qualcomm (QCOM) | 0.0 | $9.0k | 102.00 | 88.24 | |
| Biogen Idec (BIIB) | 0.0 | $3.0k | 10.00 | 300.00 | |
| Exelon Corporation (EXC) | 0.0 | $7.0k | 159.00 | 44.03 | |
| Sturm, Ruger & Company (RGR) | 0.0 | $2.0k | 48.00 | 41.67 | |
| United States Oil Fund | 0.0 | $8.0k | 640.00 | 12.50 | |
| First Solar (FSLR) | 0.0 | $0 | 3.00 | 0.00 | |
| J.M. Smucker Company (SJM) | 0.0 | $0 | 1.00 | 0.00 | |
| Wynn Resorts (WYNN) | 0.0 | $4.0k | 26.00 | 153.85 | |
| Avis Budget (CAR) | 0.0 | $0 | 1.00 | 0.00 | |
| Advanced Micro Devices (AMD) | 0.0 | $2.0k | 34.00 | 58.82 | |
| Amphenol Corporation (APH) | 0.0 | $999.960000 | 12.00 | 83.33 | |
| Wyndham Worldwide Corporation | 0.0 | $7.0k | 128.00 | 54.69 | |
| Brunswick Corporation (BC) | 0.0 | $2.0k | 38.00 | 52.63 | |
| Seagate Technology Com Stk | 0.0 | $3.0k | 50.00 | 60.00 | |
| STMicroelectronics (STM) | 0.0 | $0 | 3.00 | 0.00 | |
| MKS Instruments (MKSI) | 0.0 | $0 | 1.00 | 0.00 | |
| Emergent BioSolutions (EBS) | 0.0 | $2.0k | 37.00 | 54.05 | |
| Ingersoll-rand Co Ltd-cl A | 0.0 | $2.0k | 12.00 | 166.67 | |
| United Bankshares (UBSI) | 0.0 | $5.0k | 118.00 | 42.37 | |
| Nektar Therapeutics | 0.0 | $0 | 1.00 | 0.00 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $7.0k | 13.00 | 538.46 | |
| Texas Pacific Land Trust | 0.0 | $7.0k | 9.00 | 777.78 | |
| Silicon Motion Technology (SIMO) | 0.0 | $0 | 3.00 | 0.00 | |
| Meridian Bioscience | 0.0 | $0 | 8.00 | 0.00 | |
| Teck Resources Ltd cl b (TECK) | 0.0 | $1.0k | 50.00 | 20.00 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $0 | 2.00 | 0.00 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $3.0k | 33.00 | 90.91 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $6.0k | 21.00 | 285.71 | |
| 3D Systems Corporation (DDD) | 0.0 | $999.900000 | 90.00 | 11.11 | |
| Roche Holding (RHHBY) | 0.0 | $3.0k | 70.00 | 42.86 | |
| Amarin Corporation | 0.0 | $1.0k | 60.00 | 16.67 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $3.0k | 25.00 | 120.00 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $1.0k | 14.00 | 71.43 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $6.0k | 71.00 | 84.51 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $0 | 3.00 | 0.00 | |
| Alerian Mlp Etf | 0.0 | $0 | 5.00 | 0.00 | |
| Vanguard Total Bond Market ETF (BND) | 0.0 | $4.0k | 43.00 | 93.02 | |
| General Motors Company (GM) | 0.0 | $2.0k | 42.00 | 47.62 | |
| Ss&c Technologies Holding (SSNC) | 0.0 | $2.0k | 40.00 | 50.00 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $0 | 2.00 | 0.00 | |
| McCormick & Company, Incorporated (MKC.V) | 0.0 | $5.0k | 30.00 | 166.67 | |
| Tencent Holdings Ltd - (TCEHY) | 0.0 | $4.0k | 75.00 | 53.33 | |
| American Intl Group | 0.0 | $2.0k | 155.00 | 12.90 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $7.0k | 131.00 | 53.44 | |
| Wisdomtree Trust futre strat (WTMF) | 0.0 | $0 | 4.00 | 0.00 | |
| Softbank Corp-un (SFTBY) | 0.0 | $0 | 7.00 | 0.00 | |
| Allison Transmission Hldngs I (ALSN) | 0.0 | $2.0k | 48.00 | 41.67 | |
| Pimco Total Return Etf totl (BOND) | 0.0 | $4.0k | 33.00 | 121.21 | |
| Palo Alto Networks (PANW) | 0.0 | $1.0k | 4.00 | 250.00 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $3.0k | 22.00 | 136.36 | |
| Hannon Armstrong (HASI) | 0.0 | $2.0k | 51.00 | 39.22 | |
| Therapeuticsmd | 0.0 | $999.000000 | 300.00 | 3.33 | |
| Kraneshares Tr csi chi internet (KWEB) | 0.0 | $0 | 1.00 | 0.00 | |
| Intercontinental Exchange (ICE) | 0.0 | $1.0k | 16.00 | 62.50 | |
| Sirius Xm Holdings | 0.0 | $0 | 8.00 | 0.00 | |
| First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 0.0 | $999.920000 | 29.00 | 34.48 | |
| Ishares Tr core div grwth (DGRO) | 0.0 | $0 | 10.00 | 0.00 | |
| Keysight Technologies (KEYS) | 0.0 | $999.960000 | 13.00 | 76.92 | |
| Medtronic (MDT) | 0.0 | $2.0k | 20.00 | 100.00 | |
| Equinix (EQIX) | 0.0 | $2.0k | 4.00 | 500.00 | |
| Qorvo (QRVO) | 0.0 | $0 | 2.00 | 0.00 | |
| Vistaoutdoor (VSTO) | 0.0 | $1.0k | 100.00 | 10.00 | |
| Box Inc cl a (BOX) | 0.0 | $2.0k | 100.00 | 20.00 | |
| Proshares Tr mdcp 400 divid (REGL) | 0.0 | $2.0k | 28.00 | 71.43 | |
| Proshares Tr russ 2000 divd (SMDV) | 0.0 | $7.0k | 109.00 | 64.22 | |
| Energizer Holdings (ENR) | 0.0 | $999.940000 | 17.00 | 58.82 | |
| Shopify Inc cl a (SHOP) | 0.0 | $999.990000 | 3.00 | 333.33 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $0 | 23.00 | 0.00 | |
| Square Inc cl a (XYZ) | 0.0 | $999.940000 | 17.00 | 58.82 | |
| Chubb (CB) | 0.0 | $6.0k | 36.00 | 166.67 | |
| First Tr Exchange Traded Fd Vi dorsey wright (FVC) | 0.0 | $1.0k | 36.00 | 27.78 | |
| Etf Managers Tr purefunds ise cy | 0.0 | $0 | 6.00 | 0.00 | |
| Etf Managers Tr tierra xp latin | 0.0 | $9.0k | 549.00 | 16.39 | |
| Esc Seventy Seven | 0.0 | $0 | 14.00 | 0.00 | |
| Global X Fds rbtcs artfl in (BOTZ) | 0.0 | $0 | 1.00 | 0.00 | |
| Smith & Wesson Holding Corpora | 0.0 | $999.360000 | 144.00 | 6.94 | |
| Aurora Cannabis Inc snc | 0.0 | $1.0k | 247.00 | 4.05 | |
| Canopy Gro | 0.0 | $3.0k | 122.00 | 24.59 | |
| Q Biomed (QBIO) | 0.0 | $0 | 142.00 | 0.00 | |
| Dxc Technology (DXC) | 0.0 | $0 | 1.00 | 0.00 | |
| Invitation Homes (INVH) | 0.0 | $1.0k | 44.00 | 22.73 | |
| Frontier Communication | 0.0 | $0 | 9.00 | 0.00 | |
| Aphria Inc foreign | 0.0 | $4.0k | 691.00 | 5.79 | |
| Iqvia Holdings (IQV) | 0.0 | $3.0k | 19.00 | 157.89 | |
| Encompass Health Corp (EHC) | 0.0 | $999.970000 | 19.00 | 52.63 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.0 | $0 | 12.00 | 0.00 | |
| Dropbox Inc-class A (DBX) | 0.0 | $1.0k | 49.00 | 20.41 | |
| Liberty Interactive Corp | 0.0 | $0 | 13.00 | 0.00 | |
| Wyndham Hotels And Resorts (WH) | 0.0 | $8.0k | 128.00 | 62.50 | |
| Invesco Buyback Achievers Etf equities (PKW) | 0.0 | $8.0k | 111.00 | 72.07 | |
| Spectrum Brands Holding (SPB) | 0.0 | $3.0k | 43.00 | 69.77 | |
| Bausch Health Companies (BHC) | 0.0 | $6.0k | 212.00 | 28.30 | |
| Tilray (TLRY) | 0.0 | $0 | 9.00 | 0.00 | |
| Dell Technologies (DELL) | 0.0 | $3.0k | 55.00 | 54.55 | |
| Khiron Life Sciences Corp (KHRNF) | 0.0 | $0 | 296.00 | 0.00 | |
| Vaneck Vectors Etf Tr video gaming (ESPO) | 0.0 | $0 | 1.00 | 0.00 | |
| Dow (DOW) | 0.0 | $2.0k | 39.00 | 51.28 | |
| Baristas Coffee | 0.0 | $0 | 2.0k | 0.00 | |
| Microbest | 0.0 | $0 | 500.00 | 0.00 | |
| Profitable Developments (PRDL) | 0.0 | $0 | 2.00 | 0.00 | |
| Micro Focus International | 0.0 | $0 | 2.00 | 0.00 | |
| Corteva (CTVA) | 0.0 | $999.960000 | 39.00 | 25.64 | |
| Dupont De Nemours (DD) | 0.0 | $3.0k | 39.00 | 76.92 | |
| Uber Technologies (UBER) | 0.0 | $3.0k | 86.00 | 34.88 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.0k | 15.00 | 66.67 | |
| Bioscience Neutraceuticals (DEVV) | 0.0 | $0 | 3.00 | 0.00 | |
| Rts/bristol-myers Squibb Compa | 0.0 | $0 | 50.00 | 0.00 | |
| Weatherford Intl Ordf (WFRD) | 0.0 | $0 | 3.00 | 0.00 |