Bay Harbor Wealth Management as of March 31, 2020
Portfolio Holdings for Bay Harbor Wealth Management
Bay Harbor Wealth Management holds 385 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Europe Pacific ETF (VEA) | 7.8 | $13M | 388k | 33.34 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 7.5 | $12M | 219k | 56.26 | |
| Vanguard Growth ETF (VUG) | 7.4 | $12M | 78k | 156.69 | |
| Vanguard Value ETF (VTV) | 6.8 | $11M | 126k | 89.06 | |
| Vanguard Short-Term Bond ETF (BSV) | 6.7 | $11M | 134k | 82.18 | |
| iShares S&P 500 Index (IVV) | 4.2 | $6.9M | 27k | 258.38 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 4.0 | $6.6M | 121k | 54.50 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 3.6 | $5.9M | 66k | 89.33 | |
| Vanguard Long-Term Bond ETF (BLV) | 3.5 | $5.8M | 54k | 106.72 | |
| Ishares Tr cmn (GOVT) | 3.5 | $5.7M | 204k | 28.01 | |
| Doubleline Total Etf etf (TOTL) | 2.7 | $4.5M | 93k | 47.96 | |
| Vanguard Emerging Markets ETF (VWO) | 2.3 | $3.7M | 112k | 33.55 | |
| SPDR Barclays Capital Aggregate Bo (SPAB) | 1.9 | $3.1M | 104k | 30.22 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.8 | $2.9M | 58k | 49.88 | |
| Vanguard Small-Cap ETF (VB) | 1.7 | $2.9M | 25k | 115.43 | |
| Apple (AAPL) | 1.6 | $2.6M | 10k | 254.30 | |
| iShares S&P 1500 Index Fund (ITOT) | 1.4 | $2.3M | 40k | 57.21 | |
| Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) | 1.4 | $2.3M | 47k | 48.48 | |
| Spdr S&p 500 Etf (SPY) | 1.3 | $2.1M | 8.2k | 257.72 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 1.1 | $1.9M | 34k | 54.93 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 1.1 | $1.8M | 23k | 81.06 | |
| Ishares Tr etf msci usa (ESGU) | 1.1 | $1.8M | 31k | 57.50 | |
| Ishares Tr usa min vo (USMV) | 1.1 | $1.8M | 33k | 54.00 | |
| SPDR S&P World ex-US (SPDW) | 0.9 | $1.5M | 64k | 23.94 | |
| iShares Lehman MBS Bond Fund (MBB) | 0.9 | $1.4M | 13k | 110.43 | |
| Technology SPDR (XLK) | 0.8 | $1.3M | 16k | 80.38 | |
| Health Care SPDR (XLV) | 0.7 | $1.2M | 14k | 88.56 | |
| Ishares Inc core msci emkt (IEMG) | 0.7 | $1.2M | 29k | 40.46 | |
| iShares S&P Global Technology Sect. (IXN) | 0.7 | $1.2M | 6.4k | 182.34 | |
| Berkshire Hathaway (BRK.A) | 0.7 | $1.1M | 4.00 | 272000.00 | |
| Ishares Inc msci em esg se (ESGE) | 0.6 | $1.0M | 38k | 27.36 | |
| SPDR S&P Emerging Markets (SPEM) | 0.6 | $1.0M | 36k | 28.46 | |
| SPDR Gold Trust (GLD) | 0.6 | $1.0M | 6.8k | 148.12 | |
| Ishares Tr 0-5yr hi yl cp (SHYG) | 0.6 | $985k | 24k | 40.85 | |
| Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) | 0.6 | $980k | 10k | 94.77 | |
| Financial Select Sector SPDR (XLF) | 0.6 | $940k | 45k | 20.82 | |
| SPDR Barclays Capital TIPS (SPIP) | 0.6 | $936k | 32k | 29.05 | |
| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.5 | $878k | 18k | 49.66 | |
| SPDR DJ Wilshire REIT (RWR) | 0.5 | $809k | 11k | 72.19 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.5 | $746k | 8.9k | 84.03 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.4 | $720k | 3.0k | 236.84 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.4 | $709k | 4.3k | 164.88 | |
| Vanguard Information Technology ETF (VGT) | 0.4 | $584k | 2.8k | 211.90 | |
| Ishares Msci Usa Size Factor (SIZE) | 0.3 | $576k | 8.1k | 71.37 | |
| At&t (T) | 0.3 | $505k | 17k | 29.17 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.3 | $494k | 9.4k | 52.31 | |
| First Tr Exchange Traded Fd fst low mtg etf (LMBS) | 0.3 | $470k | 9.2k | 50.98 | |
| iShares S&P Conservative Allocatn Fd ETF (AOK) | 0.3 | $456k | 14k | 33.80 | |
| iShares S&P Moderate Allocation Fund ETF (AOM) | 0.3 | $439k | 12k | 36.78 | |
| First Tr Exchange Traded Fd senior ln (FTSL) | 0.3 | $415k | 9.9k | 41.75 | |
| Spdr Series Trust brcly em locl (EBND) | 0.2 | $408k | 17k | 24.46 | |
| Abbvie (ABBV) | 0.2 | $389k | 5.1k | 76.23 | |
| Verizon Communications (VZ) | 0.2 | $375k | 7.0k | 53.77 | |
| Philip Morris International (PM) | 0.2 | $360k | 4.9k | 72.98 | |
| Gilead Sciences (GILD) | 0.2 | $340k | 4.5k | 74.76 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $328k | 1.7k | 190.59 | |
| Pfizer (PFE) | 0.2 | $321k | 9.8k | 32.67 | |
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.2 | $312k | 14k | 21.84 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.2 | $310k | 3.2k | 96.72 | |
| Truist Financial Corp equities (TFC) | 0.2 | $309k | 10k | 30.79 | |
| Dominion Resources (D) | 0.2 | $300k | 4.2k | 72.13 | |
| 3M Company (MMM) | 0.2 | $299k | 2.2k | 136.72 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $295k | 7.8k | 38.01 | |
| Coca-Cola Company (KO) | 0.2 | $287k | 6.5k | 44.22 | |
| Microsoft Corporation (MSFT) | 0.2 | $282k | 1.8k | 157.63 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $278k | 1.5k | 182.65 | |
| Bce (BCE) | 0.2 | $276k | 6.7k | 40.90 | |
| SPDR DJ International Real Estate ETF (RWX) | 0.2 | $276k | 10k | 26.80 | |
| Duke Energy (DUK) | 0.2 | $273k | 3.4k | 80.89 | |
| Spdr Ser Tr cmn (FLRN) | 0.2 | $269k | 9.2k | 29.36 | |
| SPDR S&P International Small Cap (GWX) | 0.2 | $264k | 12k | 22.78 | |
| Osi Etf Tr oshars ftse us | 0.2 | $257k | 8.8k | 29.08 | |
| Cibc Cad (CM) | 0.2 | $254k | 4.4k | 58.06 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $253k | 962.00 | 262.99 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $252k | 793.00 | 317.78 | |
| GlaxoSmithKline | 0.2 | $250k | 6.6k | 37.84 | |
| BP (BP) | 0.1 | $241k | 9.9k | 24.37 | |
| Wisdomtree Tr intl hedge eqt (HEDJ) | 0.1 | $236k | 4.6k | 51.30 | |
| National Grid (NGG) | 0.1 | $231k | 4.0k | 58.39 | |
| Chevron Corporation (CVX) | 0.1 | $205k | 2.8k | 72.39 | |
| Spdr Index Shs Fds stoxx eur 50 etf (SPEU) | 0.1 | $203k | 7.5k | 26.91 | |
| Leidos Holdings (LDOS) | 0.1 | $200k | 2.2k | 91.79 | |
| PPL Corporation (PPL) | 0.1 | $199k | 8.0k | 24.73 | |
| United Parcel Service (UPS) | 0.1 | $191k | 2.0k | 93.40 | |
| Enbridge (ENB) | 0.1 | $188k | 6.5k | 29.11 | |
| Cisco Systems (CSCO) | 0.1 | $188k | 4.8k | 39.31 | |
| British American Tobac (BTI) | 0.1 | $187k | 5.5k | 34.19 | |
| Tor Dom Bk Cad (TD) | 0.1 | $179k | 4.2k | 42.51 | |
| Merck & Co (MRK) | 0.1 | $175k | 2.3k | 76.75 | |
| Pepsi (PEP) | 0.1 | $174k | 1.4k | 120.08 | |
| Amazon (AMZN) | 0.1 | $156k | 80.00 | 1950.00 | |
| Southern Company (SO) | 0.1 | $152k | 2.8k | 54.05 | |
| Vodafone Group New Adr F (VOD) | 0.1 | $145k | 11k | 13.80 | |
| Welltower Inc Com reit (WELL) | 0.1 | $139k | 3.0k | 45.84 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $138k | 1.1k | 127.42 | |
| Omega Healthcare Investors (OHI) | 0.1 | $137k | 5.1k | 26.62 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $128k | 16k | 8.22 | |
| Xilinx | 0.1 | $128k | 1.6k | 77.81 | |
| iShares S&P Growth Allocation Fund (AOR) | 0.1 | $127k | 3.1k | 41.42 | |
| Ishares Tr s^p aggr all (AOA) | 0.1 | $120k | 2.5k | 47.64 | |
| PNC Financial Services (PNC) | 0.1 | $120k | 1.3k | 95.39 | |
| Procter & Gamble Company (PG) | 0.1 | $117k | 1.1k | 110.38 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $116k | 772.00 | 150.26 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $116k | 1.2k | 99.74 | |
| Amgen (AMGN) | 0.1 | $115k | 569.00 | 202.11 | |
| Unilever (UL) | 0.1 | $115k | 2.3k | 50.66 | |
| Kbs Reit Iii | 0.1 | $106k | 9.1k | 11.70 | |
| Facebook Inc cl a (META) | 0.1 | $105k | 629.00 | 166.93 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $94k | 81.00 | 1160.49 | |
| Altria (MO) | 0.1 | $93k | 2.4k | 38.75 | |
| Comcast Corporation (CMCSA) | 0.1 | $91k | 2.7k | 34.30 | |
| Tc Energy Corp (TRP) | 0.0 | $81k | 1.8k | 44.19 | |
| Stanley Black & Decker (SWK) | 0.0 | $81k | 807.00 | 100.37 | |
| Laboratory Corp. of America Holdings | 0.0 | $74k | 589.00 | 125.64 | |
| First Trust Tech AlphaDEX Fnd (FXL) | 0.0 | $71k | 1.2k | 59.36 | |
| Science App Int'l (SAIC) | 0.0 | $70k | 935.00 | 74.87 | |
| Intel Corporation (INTC) | 0.0 | $66k | 1.2k | 54.19 | |
| Vanguard Telecommunication Services ETF (VOX) | 0.0 | $63k | 822.00 | 76.64 | |
| Hill-Rom Holdings | 0.0 | $62k | 617.00 | 100.49 | |
| Bank of America Corporation (BAC) | 0.0 | $61k | 2.9k | 21.26 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $61k | 855.00 | 71.34 | |
| Home Depot (HD) | 0.0 | $59k | 318.00 | 185.53 | |
| First Trust Health Care AlphaDEX (FXH) | 0.0 | $59k | 791.00 | 74.59 | |
| Regions Financial Corporation (RF) | 0.0 | $58k | 6.5k | 8.98 | |
| Severn Ban | 0.0 | $56k | 8.7k | 6.42 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $53k | 585.00 | 90.60 | |
| Metropcs Communications (TMUS) | 0.0 | $52k | 621.00 | 83.74 | |
| CSX Corporation (CSX) | 0.0 | $50k | 875.00 | 57.14 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $50k | 912.00 | 54.82 | |
| Vanguard Total Stock Market ETF (VTI) | 0.0 | $50k | 389.00 | 128.53 | |
| Lam Research Corporation | 0.0 | $50k | 208.00 | 240.38 | |
| Invesco (IVZ) | 0.0 | $50k | 5.5k | 9.02 | |
| Eaton (ETN) | 0.0 | $48k | 615.00 | 78.05 | |
| MasterCard Incorporated (MA) | 0.0 | $47k | 196.00 | 239.80 | |
| Wal-Mart Stores (WMT) | 0.0 | $46k | 404.00 | 113.86 | |
| Visa (V) | 0.0 | $46k | 284.00 | 161.97 | |
| Mondelez Int (MDLZ) | 0.0 | $45k | 901.00 | 49.94 | |
| Accenture (ACN) | 0.0 | $44k | 267.00 | 164.79 | |
| Cigna Corp (CI) | 0.0 | $44k | 249.00 | 176.71 | |
| Akamai Technologies (AKAM) | 0.0 | $44k | 479.00 | 91.86 | |
| Wp Carey (WPC) | 0.0 | $43k | 743.00 | 57.87 | |
| Nextera Energy (NEE) | 0.0 | $43k | 179.00 | 240.22 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $43k | 37.00 | 1162.16 | |
| Bristol Myers Squibb (BMY) | 0.0 | $42k | 746.00 | 56.30 | |
| Zebra Technologies (ZBRA) | 0.0 | $42k | 227.00 | 185.02 | |
| Best Buy (BBY) | 0.0 | $42k | 745.00 | 56.38 | |
| Cpa 18 Global | 0.0 | $41k | 4.6k | 8.87 | |
| Fidelity National Information Services (FIS) | 0.0 | $41k | 336.00 | 122.02 | |
| Cdw (CDW) | 0.0 | $40k | 431.00 | 92.81 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $39k | 80.00 | 487.50 | |
| Eversource Energy (ES) | 0.0 | $38k | 480.00 | 79.17 | |
| Aon (AON) | 0.0 | $38k | 230.00 | 165.22 | |
| UnitedHealth (UNH) | 0.0 | $38k | 154.00 | 246.75 | |
| D.R. Horton (DHI) | 0.0 | $37k | 1.1k | 33.73 | |
| AutoZone (AZO) | 0.0 | $37k | 44.00 | 840.91 | |
| Yum! Brands (YUM) | 0.0 | $36k | 523.00 | 68.83 | |
| Paypal Holdings (PYPL) | 0.0 | $35k | 361.00 | 96.95 | |
| Morgan Stanley (MS) | 0.0 | $35k | 1.0k | 34.08 | |
| Fs Investment Corporation | 0.0 | $34k | 11k | 3.03 | |
| Waste Management (WM) | 0.0 | $34k | 366.00 | 92.90 | |
| Healthcare Tr Amer Inc cl a | 0.0 | $33k | 1.4k | 24.16 | |
| Norfolk Southern (NSC) | 0.0 | $32k | 218.00 | 146.79 | |
| American Express Company (AXP) | 0.0 | $32k | 374.00 | 85.56 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $32k | 113.00 | 283.19 | |
| Prologis (PLD) | 0.0 | $30k | 370.00 | 81.08 | |
| Healthcare Tr | 0.0 | $29k | 1.6k | 17.73 | |
| Kellogg Company (K) | 0.0 | $29k | 480.00 | 60.42 | |
| Steris Plc Ord equities (STE) | 0.0 | $29k | 207.00 | 140.10 | |
| Illinois Tool Works (ITW) | 0.0 | $28k | 200.00 | 140.00 | |
| Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) | 0.0 | $28k | 573.00 | 48.87 | |
| Alliant Energy Corporation (LNT) | 0.0 | $27k | 566.00 | 47.70 | |
| Packaging Corporation of America (PKG) | 0.0 | $26k | 297.00 | 87.54 | |
| Avery Dennison Corporation (AVY) | 0.0 | $26k | 257.00 | 101.17 | |
| ConocoPhillips (COP) | 0.0 | $26k | 831.00 | 31.29 | |
| Johnson & Johnson (JNJ) | 0.0 | $25k | 191.00 | 130.89 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $25k | 73.00 | 342.47 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $25k | 84.00 | 297.62 | |
| Walt Disney Company (DIS) | 0.0 | $25k | 260.00 | 96.15 | |
| Pioneer Natural Resources | 0.0 | $24k | 347.00 | 69.16 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $24k | 172.00 | 139.53 | |
| American Tower Reit (AMT) | 0.0 | $24k | 112.00 | 214.29 | |
| Lululemon Athletica (LULU) | 0.0 | $23k | 119.00 | 193.28 | |
| Halozyme Therapeutics (HALO) | 0.0 | $22k | 1.2k | 18.38 | |
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.0 | $22k | 408.00 | 53.92 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $22k | 192.00 | 114.58 | |
| Inventrust Properties | 0.0 | $21k | 6.8k | 3.10 | |
| Yum China Holdings (YUMC) | 0.0 | $21k | 498.00 | 42.17 | |
| Tesla Motors (TSLA) | 0.0 | $21k | 40.00 | 525.00 | |
| Cantel Medical | 0.0 | $20k | 559.00 | 35.78 | |
| Starwood Property Trust (STWD) | 0.0 | $19k | 1.8k | 10.46 | |
| McDonald's Corporation (MCD) | 0.0 | $18k | 110.00 | 163.64 | |
| Hubbell (HUBB) | 0.0 | $17k | 148.00 | 114.86 | |
| iShares Russell 3000 Index (IWV) | 0.0 | $17k | 112.00 | 151.79 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $16k | 208.00 | 76.92 | |
| Real Estate Select Sect Spdr (XLRE) | 0.0 | $15k | 481.00 | 31.18 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $14k | 471.00 | 29.72 | |
| Estee Lauder Companies (EL) | 0.0 | $14k | 90.00 | 155.56 | |
| General Mills (GIS) | 0.0 | $14k | 256.00 | 54.69 | |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.0 | $14k | 140.00 | 100.00 | |
| Abbott Laboratories (ABT) | 0.0 | $14k | 172.00 | 81.40 | |
| Under Armour Inc Cl C (UA) | 0.0 | $14k | 1.8k | 7.82 | |
| Proshares Tr S&p 500 Aristo (NOBL) | 0.0 | $13k | 233.00 | 55.79 | |
| NVIDIA Corporation (NVDA) | 0.0 | $13k | 49.00 | 265.31 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $12k | 101.00 | 118.81 | |
| eBay (EBAY) | 0.0 | $11k | 360.00 | 30.56 | |
| Ishares Tr fltg rate nt (FLOT) | 0.0 | $11k | 233.00 | 47.21 | |
| iShares Dow Jones US Technology (IYW) | 0.0 | $11k | 54.00 | 203.70 | |
| SPDR DB Int'l Govt Infl Pro Bond (WIP) | 0.0 | $11k | 218.00 | 50.46 | |
| Under Armour (UAA) | 0.0 | $11k | 1.1k | 9.57 | |
| Arista Networks | 0.0 | $10k | 50.00 | 200.00 | |
| Wisdomtree Tr blmbrg fl tr | 0.0 | $10k | 407.00 | 24.57 | |
| Caterpillar (CAT) | 0.0 | $9.0k | 74.00 | 121.62 | |
| 0.0 | $9.0k | 369.00 | 24.39 | ||
| Etfis Ser Tr I Virtus Newfleet Multi-sector Unconst Bd Etf (NFLT) | 0.0 | $9.0k | 389.00 | 23.14 | |
| Etf Managers Tr tierra xp latin | 0.0 | $8.0k | 664.00 | 12.05 | |
| Globe Life (GL) | 0.0 | $8.0k | 118.00 | 67.80 | |
| FedEx Corporation (FDX) | 0.0 | $8.0k | 65.00 | 123.08 | |
| First Tr Exchange-traded Fd cmn (HYLS) | 0.0 | $8.0k | 198.00 | 40.40 | |
| Virtus Newfleet Dynamic Credit Etf (VSHY) | 0.0 | $8.0k | 385.00 | 20.78 | |
| Tapestry (TPR) | 0.0 | $8.0k | 600.00 | 13.33 | |
| Boeing Company (BA) | 0.0 | $7.0k | 46.00 | 152.17 | |
| International Business Machines (IBM) | 0.0 | $6.0k | 50.00 | 120.00 | |
| Qualcomm (QCOM) | 0.0 | $6.0k | 89.00 | 67.42 | |
| Exelon Corporation (EXC) | 0.0 | $6.0k | 159.00 | 37.74 | |
| Proshares Tr russ 2000 divd (SMDV) | 0.0 | $5.0k | 109.00 | 45.87 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $5.0k | 87.00 | 57.47 | |
| Hologic (HOLX) | 0.0 | $5.0k | 156.00 | 32.05 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $5.0k | 127.00 | 39.37 | |
| Air Products & Chemicals (APD) | 0.0 | $5.0k | 25.00 | 200.00 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $5.0k | 25.00 | 200.00 | |
| Goldman Sachs (GS) | 0.0 | $5.0k | 31.00 | 161.29 | |
| Alibaba Group Holding (BABA) | 0.0 | $5.0k | 24.00 | 208.33 | |
| Daimler Ag reg (MBGAF) | 0.0 | $4.0k | 131.00 | 30.53 | |
| Two Rds Shared Tr anfield unvl etf (AFIF) | 0.0 | $4.0k | 434.00 | 9.22 | |
| Wells Fargo & Company (WFC) | 0.0 | $4.0k | 141.00 | 28.37 | |
| Netflix (NFLX) | 0.0 | $4.0k | 10.00 | 400.00 | |
| Hca Holdings (HCA) | 0.0 | $4.0k | 40.00 | 100.00 | |
| Wyndham Hotels And Resorts (WH) | 0.0 | $4.0k | 128.00 | 31.25 | |
| Chubb (CB) | 0.0 | $4.0k | 36.00 | 111.11 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $4.0k | 118.00 | 33.90 | |
| Pimco Total Return Etf totl (BOND) | 0.0 | $4.0k | 33.00 | 121.21 | |
| McCormick & Company, Incorporated (MKC.V) | 0.0 | $4.0k | 30.00 | 133.33 | |
| Micron Technology (MU) | 0.0 | $4.0k | 85.00 | 47.06 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $4.0k | 71.00 | 56.34 | |
| Kraft Heinz (KHC) | 0.0 | $4.0k | 142.00 | 28.17 | |
| Hldgs (UAL) | 0.0 | $4.0k | 135.00 | 29.63 | |
| Consumer Discretionary SPDR (XLY) | 0.0 | $3.0k | 28.00 | 107.14 | |
| Crown Castle Intl (CCI) | 0.0 | $3.0k | 18.00 | 166.67 | |
| Whirlpool Corporation (WHR) | 0.0 | $3.0k | 35.00 | 85.71 | |
| Carnival Corporation (CCL) | 0.0 | $3.0k | 200.00 | 15.00 | |
| Wyndham Worldwide Corporation | 0.0 | $3.0k | 128.00 | 23.44 | |
| Vanguard Total Bond Market ETF (BND) | 0.0 | $3.0k | 40.00 | 75.00 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $3.0k | 22.00 | 136.36 | |
| Nike (NKE) | 0.0 | $3.0k | 41.00 | 73.17 | |
| Newfleet Multi-sector Income E | 0.0 | $3.0k | 66.00 | 45.45 | |
| United Bankshares (UBSI) | 0.0 | $3.0k | 118.00 | 25.42 | |
| Bausch Health Companies (BHC) | 0.0 | $3.0k | 193.00 | 15.54 | |
| United States Oil Fund | 0.0 | $3.0k | 727.00 | 4.13 | |
| Highlands Reit Inc reit | 0.0 | $2.0k | 6.8k | 0.29 | |
| Aphria Inc foreign | 0.0 | $2.0k | 691.00 | 2.89 | |
| Moderna (MRNA) | 0.0 | $2.0k | 81.00 | 24.69 | |
| Emergent BioSolutions (EBS) | 0.0 | $2.0k | 37.00 | 54.05 | |
| Sturm, Ruger & Company (RGR) | 0.0 | $2.0k | 48.00 | 41.67 | |
| Newell Rubbermaid (NWL) | 0.0 | $2.0k | 152.00 | 13.16 | |
| Iqvia Holdings (IQV) | 0.0 | $2.0k | 19.00 | 105.26 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $2.0k | 26.00 | 76.92 | |
| Wynn Resorts (WYNN) | 0.0 | $2.0k | 26.00 | 76.92 | |
| Ansys (ANSS) | 0.0 | $2.0k | 8.00 | 250.00 | |
| T. Rowe Price (TROW) | 0.0 | $2.0k | 20.00 | 100.00 | |
| Nokia Corporation (NOK) | 0.0 | $2.0k | 500.00 | 4.00 | |
| Utilities SPDR (XLU) | 0.0 | $2.0k | 32.00 | 62.50 | |
| Medtronic (MDT) | 0.0 | $2.0k | 20.00 | 100.00 | |
| Western Union Company (WU) | 0.0 | $2.0k | 85.00 | 23.53 | |
| Advanced Micro Devices (AMD) | 0.0 | $2.0k | 34.00 | 58.82 | |
| Spectrum Brands Holding (SPB) | 0.0 | $2.0k | 43.00 | 46.51 | |
| SPDR KBW Regional Banking (KRE) | 0.0 | $2.0k | 66.00 | 30.30 | |
| Etf Ser Solutions (JETS) | 0.0 | $2.0k | 165.00 | 12.12 | |
| Canopy Gro | 0.0 | $2.0k | 122.00 | 16.39 | |
| Mattel (MAT) | 0.0 | $2.0k | 269.00 | 7.43 | |
| Global X Fds glbl x mlp etf | 0.0 | $1.0k | 430.00 | 2.33 | |
| Annaly Capital Management | 0.0 | $1.0k | 169.00 | 5.92 | |
| New Residential Investment (RITM) | 0.0 | $1.0k | 137.00 | 7.30 | |
| D First Tr Exchange-traded (FPE) | 0.0 | $1.0k | 89.00 | 11.24 | |
| Dropbox Inc-class A (DBX) | 0.0 | $1.0k | 49.00 | 20.41 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $1.0k | 29.00 | 34.48 | |
| First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 0.0 | $1.0k | 29.00 | 34.48 | |
| Principal Financial (PFG) | 0.0 | $1.0k | 23.00 | 43.48 | |
| China Mobile | 0.0 | $1.0k | 18.00 | 55.56 | |
| Allison Transmission Hldngs I (ALSN) | 0.0 | $1.0k | 36.00 | 27.78 | |
| Diamondback Energy (FANG) | 0.0 | $1.0k | 36.00 | 27.78 | |
| First Tr Exchange Traded Fd Vi dorsey wright (FVC) | 0.0 | $1.0k | 36.00 | 27.78 | |
| Total (TTE) | 0.0 | $1.0k | 15.00 | 66.67 | |
| Simon Property (SPG) | 0.0 | $1.0k | 15.00 | 66.67 | |
| CVS Caremark Corporation (CVS) | 0.0 | $1.0k | 14.00 | 71.43 | |
| Brunswick Corporation (BC) | 0.0 | $1.0k | 38.00 | 26.32 | |
| Proshares Tr mdcp 400 divid (REGL) | 0.0 | $1.0k | 28.00 | 35.71 | |
| Encompass Health Corp (EHC) | 0.0 | $1.0k | 19.00 | 52.63 | |
| Varian Medical Systems | 0.0 | $1.0k | 13.00 | 76.92 | |
| First Trust Cloud Computing Et (SKYY) | 0.0 | $1.0k | 13.00 | 76.92 | |
| Broadcom (AVGO) | 0.0 | $1.0k | 6.00 | 166.67 | |
| Barrick Gold Corp (GOLD) | 0.0 | $1.0k | 50.00 | 20.00 | |
| Petroleo Brasileiro SA (PBR) | 0.0 | $1.0k | 100.00 | 10.00 | |
| Vale (VALE) | 0.0 | $1.0k | 100.00 | 10.00 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $1.0k | 20.00 | 50.00 | |
| Tractor Supply Company (TSCO) | 0.0 | $1.0k | 16.00 | 62.50 | |
| United Rentals (URI) | 0.0 | $1.0k | 5.00 | 200.00 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $1.0k | 10.00 | 100.00 | |
| Energy Transfer Equity (ET) | 0.0 | $1.0k | 250.00 | 4.00 | |
| Southwest Airlines (LUV) | 0.0 | $1.0k | 25.00 | 40.00 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $1.0k | 16.00 | 62.50 | |
| First Trust Amex Biotech Index Fnd (FBT) | 0.0 | $1.0k | 4.00 | 250.00 | |
| Intercontinental Exchange (ICE) | 0.0 | $1.0k | 16.00 | 62.50 | |
| Equinix (EQIX) | 0.0 | $1.0k | 2.00 | 500.00 | |
| Box Inc cl a (BOX) | 0.0 | $1.0k | 100.00 | 10.00 | |
| iShares S&P Global Healthcare Sect. (IXJ) | 0.0 | $999.999900 | 9.00 | 111.11 | |
| Square Inc cl a (XYZ) | 0.0 | $999.999600 | 12.00 | 83.33 | |
| Trane Technologies (TT) | 0.0 | $999.999600 | 12.00 | 83.33 | |
| SPDR S&P Retail (XRT) | 0.0 | $999.999500 | 17.00 | 58.82 | |
| Energizer Holdings (ENR) | 0.0 | $999.999500 | 17.00 | 58.82 | |
| General Motors Company (GM) | 0.0 | $999.999400 | 43.00 | 23.26 | |
| SK Tele | 0.0 | $999.999000 | 37.00 | 27.03 | |
| Teva Pharmaceutical Industries (TEVA) | 0.0 | $999.999000 | 77.00 | 12.99 | |
| Western Digital (WDC) | 0.0 | $999.999000 | 21.00 | 47.62 | |
| Rio Tinto (RIO) | 0.0 | $999.999000 | 27.00 | 37.04 | |
| Royal Dutch Shell | 0.0 | $999.999000 | 26.00 | 38.46 | |
| 3D Systems Corporation (DDD) | 0.0 | $999.999000 | 99.00 | 10.10 | |
| Dow (DOW) | 0.0 | $999.999000 | 39.00 | 25.64 | |
| Corteva (CTVA) | 0.0 | $999.999000 | 39.00 | 25.64 | |
| Dupont De Nemours (DD) | 0.0 | $999.999000 | 39.00 | 25.64 | |
| First Tr Exchange-traded Fd no amer energy (EMLP) | 0.0 | $999.997800 | 79.00 | 12.66 | |
| Hannon Armstrong (HASI) | 0.0 | $999.997800 | 51.00 | 19.61 | |
| General Electric Company | 0.0 | $999.996600 | 114.00 | 8.77 | |
| Smith & Wesson Holding Corpora | 0.0 | $999.993600 | 144.00 | 6.94 | |
| Brookfield Asset Management | 0.0 | $0 | 1.00 | 0.00 | |
| Sonoco Products Company (SON) | 0.0 | $0 | 1.00 | 0.00 | |
| Transocean (RIG) | 0.0 | $0 | 100.00 | 0.00 | |
| CenturyLink | 0.0 | $0 | 10.00 | 0.00 | |
| First Solar (FSLR) | 0.0 | $0 | 3.00 | 0.00 | |
| J.M. Smucker Company (SJM) | 0.0 | $0 | 1.00 | 0.00 | |
| Avis Budget (CAR) | 0.0 | $0 | 1.00 | 0.00 | |
| STMicroelectronics (STM) | 0.0 | $0 | 3.00 | 0.00 | |
| Texas Pacific Land Trust | 0.0 | $0 | 1.00 | 0.00 | |
| Meridian Bioscience | 0.0 | $0 | 8.00 | 0.00 | |
| Teck Resources Ltd cl b (TECK) | 0.0 | $0 | 50.00 | 0.00 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $0 | 2.00 | 0.00 | |
| Amarin Corporation | 0.0 | $0 | 1.00 | 0.00 | |
| iShares Dow Jones Transport. Avg. (IYT) | 0.0 | $0 | 3.00 | 0.00 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $0 | 3.00 | 0.00 | |
| Alerian Mlp Etf | 0.0 | $0 | 5.00 | 0.00 | |
| First Trust Materials AlphaDEX Fnd (FXZ) | 0.0 | $0 | 9.00 | 0.00 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $0 | 2.00 | 0.00 | |
| iShares S&P Global Telecommunicat. (IXP) | 0.0 | $0 | 6.00 | 0.00 | |
| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.0 | $0 | 2.00 | 0.00 | |
| First Trust Value Line Dividend Indx Fnd (FVD) | 0.0 | $0 | 1.00 | 0.00 | |
| American Intl Group | 0.0 | $0 | 155.00 | 0.00 | |
| Wisdomtree Trust futre strat (WTMF) | 0.0 | $0 | 4.00 | 0.00 | |
| Softbank Corp-un (SFTBY) | 0.0 | $0 | 20.00 | 0.00 | |
| Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.0 | $0 | 9.00 | 0.00 | |
| Kraneshares Tr csi chi internet (KWEB) | 0.0 | $0 | 1.00 | 0.00 | |
| Sirius Xm Holdings | 0.0 | $0 | 10.00 | 0.00 | |
| Ishares Tr core div grwth (DGRO) | 0.0 | $0 | 10.00 | 0.00 | |
| Qorvo (QRVO) | 0.0 | $0 | 2.00 | 0.00 | |
| Shopify Inc cl a (SHOP) | 0.0 | $0 | 1.00 | 0.00 | |
| Hp (HPQ) | 0.0 | $0 | 23.00 | 0.00 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $0 | 23.00 | 0.00 | |
| Etf Managers Tr purefunds ise cy | 0.0 | $0 | 6.00 | 0.00 | |
| Vaneck Vectors Etf Tr mtg reit income (MORT) | 0.0 | $0 | 7.00 | 0.00 | |
| Esc Seventy Seven | 0.0 | $0 | 14.00 | 0.00 | |
| Global X Fds rbtcs artfl in (BOTZ) | 0.0 | $0 | 1.00 | 0.00 | |
| Aurora Cannabis Inc snc | 0.0 | $0 | 247.00 | 0.00 | |
| Dxc Technology (DXC) | 0.0 | $0 | 1.00 | 0.00 | |
| Frontier Communication | 0.0 | $0 | 9.00 | 0.00 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.0 | $0 | 1.00 | 0.00 | |
| Tilray (TLRY) | 0.0 | $0 | 9.00 | 0.00 | |
| Dell Technologies (DELL) | 0.0 | $0 | 1.00 | 0.00 | |
| Vaneck Vectors Etf Tr video gaming (ESPO) | 0.0 | $0 | 1.00 | 0.00 | |
| Hovnanian Enterprises Inc cl a (HOV) | 0.0 | $0 | 24.00 | 0.00 | |
| 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 | |
| Uber Technologies (UBER) | 0.0 | $0 | 5.00 | 0.00 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $0 | 9.00 | 0.00 | |
| Bioscience Neutraceuticals (DEVV) | 0.0 | $0 | 3.00 | 0.00 | |
| Ishares Tr self drivng ev (IDRV) | 0.0 | $0 | 2.00 | 0.00 |