Baystate Wealth Management as of Dec. 31, 2017
Portfolio Holdings for Baystate Wealth Management
Baystate Wealth Management holds 667 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SPDR S&P World ex-US (SPDW) | 20.9 | $141M | 4.2M | 33.47 | |
iShares Russell Midcap Index Fund (IWR) | 12.5 | $84M | 387k | 218.14 | |
Ishares Tr rus200 grw idx (IWY) | 11.5 | $78M | 990k | 78.32 | |
PowerShares FTSE RAFI US 1000 | 8.9 | $60M | 503k | 119.54 | |
Alerian Mlp Etf | 6.2 | $42M | 3.5M | 11.80 | |
SPDR S&P International Small Cap (GWX) | 6.0 | $41M | 1.1M | 37.36 | |
Vanguard Emerging Markets ETF (VWO) | 5.6 | $38M | 761k | 49.85 | |
IQ Hedge Multi-Strategy Tracker (QAI) | 5.4 | $37M | 1.2M | 31.08 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 5.0 | $34M | 1.1M | 30.35 | |
iShares Russell 2000 Value Index (IWN) | 4.2 | $28M | 217k | 130.71 | |
WisdomTree Intl. LargeCap Div (DOL) | 1.0 | $6.4M | 120k | 53.59 | |
WisdomTree MidCap Dividend Fund (DON) | 0.8 | $5.5M | 152k | 36.30 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.7 | $4.9M | 91k | 53.84 | |
Johnson & Johnson (JNJ) | 0.6 | $4.2M | 28k | 148.14 | |
SPDR S&P Dividend (SDY) | 0.5 | $3.5M | 37k | 96.84 | |
Apple (AAPL) | 0.5 | $3.5M | 20k | 176.98 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.5 | $3.4M | 48k | 70.07 | |
Exxon Mobil Corporation (XOM) | 0.4 | $2.5M | 28k | 88.23 | |
Magna Intl Inc cl a (MGA) | 0.3 | $2.3M | 39k | 57.96 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 0.3 | $2.3M | 72k | 31.51 | |
Powershares S&p 500 | 0.3 | $2.2M | 52k | 42.75 | |
Pfizer (PFE) | 0.2 | $1.4M | 38k | 36.94 | |
Union Pacific Corporation (UNP) | 0.2 | $1.3M | 9.3k | 141.95 | |
Wal-Mart Stores (WMT) | 0.2 | $1.1M | 11k | 105.44 | |
Jp Morgan Alerian Mlp Index | 0.2 | $1.1M | 36k | 30.33 | |
Ishares Tr msci eafe esg (ESGD) | 0.2 | $1.1M | 15k | 71.64 | |
Verizon Communications (VZ) | 0.1 | $1.0M | 19k | 53.48 | |
iShares Morningstar Large Growth (ILCG) | 0.1 | $986k | 5.8k | 169.47 | |
American Tower Reit (AMT) | 0.1 | $1.0M | 7.2k | 139.23 | |
Pepsi (PEP) | 0.1 | $949k | 7.8k | 121.48 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $918k | 11k | 83.63 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $891k | 18k | 50.71 | |
Microsoft Corporation (MSFT) | 0.1 | $871k | 9.5k | 91.59 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $879k | 1.7k | 520.73 | |
Berkshire Hathaway (BRK.B) | 0.1 | $779k | 3.6k | 215.85 | |
Procter & Gamble Company (PG) | 0.1 | $739k | 8.0k | 91.88 | |
Amazon (AMZN) | 0.1 | $741k | 558.00 | 1327.96 | |
Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.1 | $773k | 6.0k | 127.79 | |
Berkshire Hathaway (BRK.A) | 0.1 | $648k | 2.00 | 324000.00 | |
International Business Machines (IBM) | 0.1 | $698k | 4.3k | 162.70 | |
iShares S&P Global 100 Index (IOO) | 0.1 | $704k | 7.2k | 97.83 | |
Home Depot (HD) | 0.1 | $603k | 3.0k | 204.41 | |
iShares MSCI EMU Index (EZU) | 0.1 | $627k | 13k | 46.68 | |
Ishares Msci Japan (EWJ) | 0.1 | $626k | 9.8k | 64.12 | |
Bank of America Corporation (BAC) | 0.1 | $511k | 16k | 31.93 | |
Walt Disney Company (DIS) | 0.1 | $521k | 4.7k | 111.09 | |
Biogen Idec (BIIB) | 0.1 | $524k | 1.5k | 346.33 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $572k | 4.0k | 144.04 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.1 | $538k | 5.2k | 104.30 | |
Granite Real Estate (GRP.U) | 0.1 | $528k | 13k | 40.86 | |
Msa Safety Inc equity (MSA) | 0.1 | $514k | 6.4k | 80.30 | |
Chevron Corporation (CVX) | 0.1 | $441k | 3.3k | 132.59 | |
United Parcel Service (UPS) | 0.1 | $442k | 3.3k | 133.01 | |
3M Company (MMM) | 0.1 | $450k | 1.8k | 247.12 | |
Vanguard Value ETF (VTV) | 0.1 | $485k | 4.3k | 111.73 | |
Facebook Inc cl a (META) | 0.1 | $495k | 2.7k | 185.25 | |
Merck & Co (MRK) | 0.1 | $413k | 6.7k | 61.29 | |
Rockwell Automation (ROK) | 0.1 | $377k | 1.9k | 203.78 | |
Abbvie (ABBV) | 0.1 | $405k | 3.8k | 106.52 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $338k | 1.2k | 282.37 | |
Cisco Systems (CSCO) | 0.1 | $354k | 8.5k | 41.71 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $307k | 848.00 | 362.03 | |
Alphabet Inc Class A cs (GOOGL) | 0.1 | $338k | 290.00 | 1165.52 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $335k | 290.00 | 1155.17 | |
Abbott Laboratories (ABT) | 0.0 | $259k | 4.3k | 59.62 | |
At&t (T) | 0.0 | $260k | 6.9k | 37.93 | |
Intel Corporation (INTC) | 0.0 | $240k | 5.3k | 45.65 | |
Altria (MO) | 0.0 | $243k | 3.4k | 71.30 | |
Nike (NKE) | 0.0 | $238k | 2.6k | 92.18 | |
United Technologies Corporation | 0.0 | $297k | 2.2k | 135.25 | |
Illinois Tool Works (ITW) | 0.0 | $242k | 1.4k | 173.73 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $263k | 2.5k | 104.24 | |
iShares MSCI ACWI Index Fund (ACWI) | 0.0 | $270k | 3.5k | 76.55 | |
Vanguard Mega Cap 300 Index (MGC) | 0.0 | $274k | 2.8k | 97.44 | |
Comcast Corporation (CMCSA) | 0.0 | $198k | 4.6k | 43.09 | |
Lear Corporation (LEA) | 0.0 | $208k | 1.1k | 189.95 | |
Coca-Cola Company (KO) | 0.0 | $233k | 4.9k | 47.30 | |
Sherwin-Williams Company (SHW) | 0.0 | $206k | 482.00 | 427.39 | |
Colgate-Palmolive Company (CL) | 0.0 | $188k | 2.4k | 77.18 | |
Nextera Energy (NEE) | 0.0 | $217k | 1.4k | 149.76 | |
Philip Morris International (PM) | 0.0 | $183k | 1.7k | 108.73 | |
Stryker Corporation (SYK) | 0.0 | $185k | 1.1k | 162.42 | |
UnitedHealth (UNH) | 0.0 | $186k | 762.00 | 244.09 | |
Danaher Corporation (DHR) | 0.0 | $211k | 2.1k | 99.76 | |
Starbucks Corporation (SBUX) | 0.0 | $234k | 3.8k | 61.34 | |
Fiserv (FI) | 0.0 | $201k | 1.4k | 140.07 | |
Edison International (EIX) | 0.0 | $192k | 3.1k | 62.10 | |
Brookline Ban (BRKL) | 0.0 | $179k | 11k | 16.46 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $178k | 1.2k | 144.72 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $198k | 1.8k | 107.49 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $225k | 1.7k | 134.57 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $214k | 1.8k | 116.68 | |
Alibaba Group Holding (BABA) | 0.0 | $199k | 1.1k | 183.75 | |
Dowdupont | 0.0 | $194k | 2.5k | 76.26 | |
BP (BP) | 0.0 | $143k | 3.3k | 43.31 | |
BlackRock (BLK) | 0.0 | $101k | 170.00 | 594.12 | |
PNC Financial Services (PNC) | 0.0 | $106k | 682.00 | 155.43 | |
Costco Wholesale Corporation (COST) | 0.0 | $116k | 598.00 | 193.98 | |
McDonald's Corporation (MCD) | 0.0 | $112k | 633.00 | 176.94 | |
Baxter International (BAX) | 0.0 | $112k | 1.6k | 70.44 | |
Eli Lilly & Co. (LLY) | 0.0 | $134k | 1.6k | 85.35 | |
General Electric Company | 0.0 | $157k | 9.7k | 16.13 | |
PPG Industries (PPG) | 0.0 | $121k | 1.0k | 116.35 | |
Global Payments (GPN) | 0.0 | $138k | 1.3k | 108.75 | |
Automatic Data Processing (ADP) | 0.0 | $162k | 1.3k | 122.36 | |
Morgan Stanley (MS) | 0.0 | $137k | 2.4k | 57.15 | |
Comerica Incorporated (CMA) | 0.0 | $117k | 1.2k | 95.04 | |
Emerson Electric (EMR) | 0.0 | $112k | 1.5k | 73.59 | |
CVS Caremark Corporation (CVS) | 0.0 | $108k | 1.3k | 80.60 | |
Yum! Brands (YUM) | 0.0 | $113k | 1.3k | 85.22 | |
Air Products & Chemicals (APD) | 0.0 | $126k | 749.00 | 168.22 | |
Lockheed Martin Corporation (LMT) | 0.0 | $125k | 379.00 | 329.82 | |
CIGNA Corporation | 0.0 | $162k | 732.00 | 221.31 | |
Schlumberger (SLB) | 0.0 | $154k | 1.9k | 79.55 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $121k | 933.00 | 129.69 | |
Accenture (ACN) | 0.0 | $118k | 730.00 | 161.64 | |
Lowe's Companies (LOW) | 0.0 | $168k | 1.6k | 107.07 | |
Dr Pepper Snapple | 0.0 | $108k | 1.1k | 97.12 | |
Oracle Corporation (ORCL) | 0.0 | $149k | 2.9k | 50.71 | |
iShares Russell 2000 Index (IWM) | 0.0 | $102k | 641.00 | 159.13 | |
AmeriGas Partners | 0.0 | $119k | 2.5k | 47.41 | |
Royal Gold (RGLD) | 0.0 | $131k | 1.5k | 87.33 | |
Independent Bank (INDB) | 0.0 | $104k | 1.4k | 73.71 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $164k | 2.8k | 58.07 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $112k | 661.00 | 169.44 | |
iShares Dow Jones US Technology (IYW) | 0.0 | $105k | 600.00 | 175.00 | |
Ishares (SLVP) | 0.0 | $141k | 13k | 10.96 | |
Vaneck Vectors Junior Gold Miners Etf etf (GDXJ) | 0.0 | $132k | 3.8k | 34.47 | |
Energy Transfer Partners | 0.0 | $168k | 8.2k | 20.41 | |
Loews Corporation (L) | 0.0 | $35k | 668.00 | 52.40 | |
Packaging Corporation of America (PKG) | 0.0 | $87k | 683.00 | 127.38 | |
Goldman Sachs (GS) | 0.0 | $38k | 145.00 | 262.07 | |
MasterCard Incorporated (MA) | 0.0 | $94k | 559.00 | 168.16 | |
Charles Schwab Corporation (SCHW) | 0.0 | $73k | 1.3k | 55.56 | |
State Street Corporation (STT) | 0.0 | $77k | 709.00 | 108.60 | |
U.S. Bancorp (USB) | 0.0 | $34k | 592.00 | 57.43 | |
American Express Company (AXP) | 0.0 | $89k | 904.00 | 98.45 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $39k | 680.00 | 57.35 | |
Caterpillar (CAT) | 0.0 | $41k | 240.00 | 170.83 | |
Ecolab (ECL) | 0.0 | $37k | 192.00 | 192.71 | |
Norfolk Southern (NSC) | 0.0 | $71k | 472.00 | 150.42 | |
Dominion Resources (D) | 0.0 | $55k | 734.00 | 74.93 | |
Bristol Myers Squibb (BMY) | 0.0 | $93k | 1.5k | 63.35 | |
Cerner Corporation | 0.0 | $54k | 778.00 | 69.41 | |
IDEXX Laboratories (IDXX) | 0.0 | $46k | 252.00 | 182.54 | |
NVIDIA Corporation (NVDA) | 0.0 | $40k | 170.00 | 235.29 | |
Newmont Mining Corporation (NEM) | 0.0 | $37k | 923.00 | 40.09 | |
Paychex (PAYX) | 0.0 | $96k | 1.4k | 69.82 | |
SYSCO Corporation (SYY) | 0.0 | $89k | 1.4k | 63.30 | |
Travelers Companies (TRV) | 0.0 | $49k | 350.00 | 140.00 | |
Wells Fargo & Company (WFC) | 0.0 | $100k | 1.5k | 64.72 | |
Best Buy (BBY) | 0.0 | $59k | 750.00 | 78.67 | |
Boeing Company (BA) | 0.0 | $81k | 240.00 | 337.50 | |
International Paper Company (IP) | 0.0 | $61k | 974.00 | 62.63 | |
Las Vegas Sands (LVS) | 0.0 | $79k | 1.0k | 77.22 | |
Whirlpool Corporation (WHR) | 0.0 | $45k | 269.00 | 167.29 | |
Raytheon Company | 0.0 | $78k | 396.00 | 196.97 | |
Becton, Dickinson and (BDX) | 0.0 | $58k | 245.00 | 236.73 | |
McKesson Corporation (MCK) | 0.0 | $40k | 230.00 | 173.91 | |
Novartis (NVS) | 0.0 | $44k | 500.00 | 88.00 | |
Anadarko Petroleum Corporation | 0.0 | $68k | 1.1k | 60.34 | |
ConocoPhillips (COP) | 0.0 | $99k | 1.6k | 60.89 | |
Deere & Company (DE) | 0.0 | $41k | 238.00 | 172.27 | |
Diageo (DEO) | 0.0 | $99k | 681.00 | 145.37 | |
Honeywell International (HON) | 0.0 | $64k | 406.00 | 157.64 | |
Royal Dutch Shell | 0.0 | $87k | 1.2k | 71.43 | |
Sanofi-Aventis SA (SNY) | 0.0 | $49k | 1.1k | 43.48 | |
Texas Instruments Incorporated (TXN) | 0.0 | $54k | 451.00 | 119.73 | |
Qualcomm (QCOM) | 0.0 | $58k | 844.00 | 68.72 | |
Gilead Sciences (GILD) | 0.0 | $76k | 936.00 | 81.20 | |
Southern Company (SO) | 0.0 | $59k | 1.3k | 43.80 | |
Clorox Company (CLX) | 0.0 | $96k | 666.00 | 144.14 | |
Fifth Third Ban (FITB) | 0.0 | $40k | 1.2k | 32.95 | |
Visa (V) | 0.0 | $98k | 792.00 | 123.74 | |
Netflix (NFLX) | 0.0 | $55k | 240.00 | 229.17 | |
Ventas (VTR) | 0.0 | $36k | 659.00 | 54.63 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $52k | 450.00 | 115.56 | |
Energy Select Sector SPDR (XLE) | 0.0 | $40k | 515.00 | 77.67 | |
Activision Blizzard | 0.0 | $51k | 720.00 | 70.83 | |
Boston Private Financial Holdings | 0.0 | $79k | 5.1k | 15.44 | |
Enterprise Products Partners (EPD) | 0.0 | $97k | 3.3k | 29.54 | |
Zions Bancorporation (ZION) | 0.0 | $45k | 831.00 | 54.15 | |
Safe Bulkers Inc Com Stk (SB) | 0.0 | $37k | 10k | 3.70 | |
Universal Display Corporation (OLED) | 0.0 | $55k | 275.00 | 200.00 | |
BHP Billiton (BHP) | 0.0 | $74k | 1.5k | 49.33 | |
Bottomline Technologies | 0.0 | $37k | 1.0k | 37.00 | |
HEICO Corporation (HEI) | 0.0 | $38k | 490.00 | 77.55 | |
SCANA Corporation | 0.0 | $46k | 1.1k | 43.07 | |
BP Prudhoe Bay Royalty Trust (BPT) | 0.0 | $69k | 3.0k | 23.00 | |
Celgene Corporation | 0.0 | $65k | 634.00 | 102.52 | |
Aqua America | 0.0 | $45k | 1.3k | 36.00 | |
NAVIOS MARITIME HOLDINGS INC Com Stk | 0.0 | $83k | 6.0k | 13.83 | |
Realty Income (O) | 0.0 | $77k | 1.4k | 53.88 | |
WGL Holdings | 0.0 | $42k | 500.00 | 84.00 | |
Magellan Midstream Partners | 0.0 | $75k | 1.0k | 74.18 | |
Tor Dom Bk Cad (TD) | 0.0 | $95k | 1.6k | 59.75 | |
American International (AIG) | 0.0 | $81k | 1.3k | 61.13 | |
iShares S&P 500 Growth Index (IVW) | 0.0 | $61k | 373.00 | 163.54 | |
iShares S&P MidCap 400 Growth (IJK) | 0.0 | $34k | 149.00 | 228.19 | |
Financial Select Sector SPDR (XLF) | 0.0 | $66k | 2.2k | 29.97 | |
Vanguard Small-Cap Value ETF (VBR) | 0.0 | $35k | 251.00 | 139.44 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $73k | 1.6k | 47.04 | |
Tesla Motors (TSLA) | 0.0 | $39k | 110.00 | 354.55 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $77k | 764.00 | 100.79 | |
Vanguard Growth ETF (VUG) | 0.0 | $89k | 590.00 | 150.85 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $95k | 588.00 | 161.56 | |
Century Ban | 0.0 | $52k | 644.00 | 80.75 | |
Vectren Corporation | 0.0 | $37k | 609.00 | 60.76 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $63k | 931.00 | 67.67 | |
SPDR DJ Wilshire Mid Cap Growth (MDYG) | 0.0 | $60k | 366.00 | 163.93 | |
Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.0 | $37k | 3.0k | 12.33 | |
WisdomTree Japan Total Dividend (DXJ) | 0.0 | $76k | 1.2k | 62.60 | |
PIMCO 1-5 Year US TIPS Index Fund (STPZ) | 0.0 | $60k | 1.2k | 51.95 | |
Vanguard Energy ETF (VDE) | 0.0 | $36k | 337.00 | 106.82 | |
iShares S&P/TOPIX 150 Index (JPXN) | 0.0 | $37k | 533.00 | 69.42 | |
Citigroup (C) | 0.0 | $71k | 898.00 | 79.06 | |
Duff & Phelps Global (DPG) | 0.0 | $40k | 2.5k | 16.00 | |
Express Scripts Holding | 0.0 | $46k | 567.00 | 81.13 | |
Phillips 66 (PSX) | 0.0 | $51k | 481.00 | 106.03 | |
Duke Energy (DUK) | 0.0 | $94k | 1.2k | 76.55 | |
Oaktree Cap | 0.0 | $50k | 1.1k | 45.45 | |
Eqt Midstream Partners | 0.0 | $45k | 589.00 | 76.40 | |
Mondelez Int (MDLZ) | 0.0 | $34k | 766.00 | 44.39 | |
Twenty-first Century Fox | 0.0 | $38k | 1.0k | 37.33 | |
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 0.0 | $57k | 1.4k | 39.45 | |
Vanguard S&p 500 Etf idx (VOO) | 0.0 | $59k | 228.00 | 258.77 | |
Vodafone Group New Adr F (VOD) | 0.0 | $95k | 2.9k | 32.24 | |
Meridian Ban | 0.0 | $43k | 2.0k | 21.63 | |
Walgreen Boots Alliance (WBA) | 0.0 | $72k | 930.00 | 77.42 | |
Medtronic (MDT) | 0.0 | $57k | 663.00 | 85.97 | |
Westrock (WRK) | 0.0 | $81k | 1.2k | 69.05 | |
Paypal Holdings (PYPL) | 0.0 | $65k | 770.00 | 84.42 | |
Scorpio Bulkers | 0.0 | $42k | 5.0k | 8.40 | |
Broad | 0.0 | $82k | 312.00 | 262.82 | |
Star Bulk Carriers Corp shs par (SBLK) | 0.0 | $60k | 5.0k | 12.00 | |
Columbia Emerging Markets Consumer Etf etf (ECON) | 0.0 | $65k | 2.2k | 29.55 | |
Yum China Holdings (YUMC) | 0.0 | $63k | 1.3k | 47.69 | |
L3 Technologies | 0.0 | $59k | 279.00 | 211.47 | |
Bioverativ Inc Com equity | 0.0 | $70k | 741.00 | 94.47 | |
Intercontin- | 0.0 | $94k | 1.4k | 68.46 | |
Tapestry (TPR) | 0.0 | $66k | 1.4k | 47.72 | |
E TRADE Financial Corporation | 0.0 | $3.0k | 60.00 | 50.00 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $27k | 340.00 | 79.41 | |
Time Warner | 0.0 | $5.0k | 50.00 | 100.00 | |
NRG Energy (NRG) | 0.0 | $3.0k | 100.00 | 30.00 | |
HSBC Holdings (HSBC) | 0.0 | $15k | 275.00 | 54.55 | |
Corning Incorporated (GLW) | 0.0 | $26k | 757.00 | 34.35 | |
Annaly Capital Management | 0.0 | $999.580000 | 106.00 | 9.43 | |
Cme (CME) | 0.0 | $8.0k | 50.00 | 160.00 | |
Hartford Financial Services (HIG) | 0.0 | $1.0k | 10.00 | 100.00 | |
Progressive Corporation (PGR) | 0.0 | $5.0k | 80.00 | 62.50 | |
Assurant (AIZ) | 0.0 | $1.0k | 10.00 | 100.00 | |
Signature Bank (SBNY) | 0.0 | $10k | 65.00 | 153.85 | |
Fidelity National Information Services (FIS) | 0.0 | $11k | 115.00 | 95.65 | |
Principal Financial (PFG) | 0.0 | $1.0k | 10.00 | 100.00 | |
Lincoln National Corporation (LNC) | 0.0 | $16k | 189.00 | 84.66 | |
Discover Financial Services (DFS) | 0.0 | $28k | 361.00 | 77.56 | |
Arthur J. Gallagher & Co. (AJG) | 0.0 | $7.0k | 101.00 | 69.31 | |
Blackstone | 0.0 | $18k | 500.00 | 36.00 | |
DST Systems | 0.0 | $27k | 318.00 | 84.91 | |
People's United Financial | 0.0 | $13k | 664.00 | 19.58 | |
SEI Investments Company (SEIC) | 0.0 | $4.0k | 50.00 | 80.00 | |
SLM Corporation (SLM) | 0.0 | $1.0k | 60.00 | 16.67 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.0 | $1.0k | 20.00 | 50.00 | |
Canadian Natl Ry (CNI) | 0.0 | $10k | 130.00 | 76.92 | |
CSX Corporation (CSX) | 0.0 | $3.0k | 60.00 | 50.00 | |
FedEx Corporation (FDX) | 0.0 | $19k | 68.00 | 279.41 | |
M&T Bank Corporation (MTB) | 0.0 | $8.0k | 45.00 | 177.78 | |
Monsanto Company | 0.0 | $1.0k | 10.00 | 100.00 | |
Waste Management (WM) | 0.0 | $5.0k | 60.00 | 83.33 | |
Via | 0.0 | $2.0k | 50.00 | 40.00 | |
Incyte Corporation (INCY) | 0.0 | $2.0k | 20.00 | 100.00 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $2.0k | 7.00 | 285.71 | |
Teva Pharmaceutical Industries (TEVA) | 0.0 | $15k | 700.00 | 21.43 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $18k | 110.00 | 163.64 | |
Archer Daniels Midland Company (ADM) | 0.0 | $13k | 310.00 | 41.94 | |
Martin Marietta Materials (MLM) | 0.0 | $6.0k | 26.00 | 230.77 | |
CBS Corporation | 0.0 | $3.0k | 50.00 | 60.00 | |
Great Plains Energy Incorporated | 0.0 | $2.0k | 80.00 | 25.00 | |
AES Corporation (AES) | 0.0 | $1.0k | 81.00 | 12.35 | |
Bunge | 0.0 | $1.0k | 10.00 | 100.00 | |
Consolidated Edison (ED) | 0.0 | $31k | 401.00 | 77.31 | |
Pulte (PHM) | 0.0 | $6.0k | 160.00 | 37.50 | |
Autodesk (ADSK) | 0.0 | $4.0k | 30.00 | 133.33 | |
Bank of Hawaii Corporation (BOH) | 0.0 | $1.0k | 10.00 | 100.00 | |
CarMax (KMX) | 0.0 | $1.0k | 20.00 | 50.00 | |
Carnival Corporation (CCL) | 0.0 | $1.0k | 20.00 | 50.00 | |
Citrix Systems | 0.0 | $1.0k | 10.00 | 100.00 | |
Core Laboratories | 0.0 | $2.0k | 20.00 | 100.00 | |
Cummins (CMI) | 0.0 | $25k | 130.00 | 192.31 | |
Diebold Incorporated | 0.0 | $1.0k | 37.00 | 27.03 | |
Digital Realty Trust (DLR) | 0.0 | $15k | 135.00 | 111.11 | |
Edwards Lifesciences (EW) | 0.0 | $11k | 86.00 | 127.91 | |
Federated Investors (FHI) | 0.0 | $26k | 750.00 | 34.67 | |
Franklin Resources (BEN) | 0.0 | $3.0k | 60.00 | 50.00 | |
Genuine Parts Company (GPC) | 0.0 | $1.0k | 10.00 | 100.00 | |
Hologic (HOLX) | 0.0 | $1.0k | 10.00 | 100.00 | |
Host Hotels & Resorts (HST) | 0.0 | $2.0k | 81.00 | 24.69 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $1.0k | 10.00 | 100.00 | |
Leggett & Platt (LEG) | 0.0 | $5.0k | 100.00 | 50.00 | |
Mattel (MAT) | 0.0 | $1.0k | 40.00 | 25.00 | |
NetApp (NTAP) | 0.0 | $3.0k | 40.00 | 75.00 | |
Northrop Grumman Corporation (NOC) | 0.0 | $6.0k | 20.00 | 300.00 | |
Public Storage (PSA) | 0.0 | $14k | 71.00 | 197.18 | |
Stanley Black & Decker (SWK) | 0.0 | $15k | 85.00 | 176.47 | |
T. Rowe Price (TROW) | 0.0 | $13k | 112.00 | 116.07 | |
Teradata Corporation (TDC) | 0.0 | $999.900000 | 33.00 | 30.30 | |
V.F. Corporation (VFC) | 0.0 | $3.0k | 40.00 | 75.00 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $4.0k | 20.00 | 200.00 | |
AFLAC Incorporated (AFL) | 0.0 | $22k | 246.00 | 89.43 | |
Avery Dennison Corporation (AVY) | 0.0 | $14k | 119.00 | 117.65 | |
Boston Scientific Corporation (BSX) | 0.0 | $1.0k | 10.00 | 100.00 | |
Nordstrom (JWN) | 0.0 | $7.0k | 131.00 | 53.44 | |
Ross Stores (ROST) | 0.0 | $12k | 140.00 | 85.71 | |
Harley-Davidson (HOG) | 0.0 | $1.0k | 20.00 | 50.00 | |
Verisign (VRSN) | 0.0 | $2.0k | 20.00 | 100.00 | |
Vulcan Materials Company (VMC) | 0.0 | $1.0k | 10.00 | 100.00 | |
Electronic Arts (EA) | 0.0 | $2.0k | 20.00 | 100.00 | |
Newell Rubbermaid (NWL) | 0.0 | $11k | 340.00 | 32.35 | |
Regions Financial Corporation (RF) | 0.0 | $2.0k | 130.00 | 15.38 | |
Autoliv (ALV) | 0.0 | $1.0k | 10.00 | 100.00 | |
Western Digital (WDC) | 0.0 | $3.0k | 37.00 | 81.08 | |
Nokia Corporation (NOK) | 0.0 | $1.0k | 32.00 | 31.25 | |
DaVita (DVA) | 0.0 | $2.0k | 20.00 | 100.00 | |
Darden Restaurants (DRI) | 0.0 | $1.0k | 10.00 | 100.00 | |
Analog Devices (ADI) | 0.0 | $999.960000 | 12.00 | 83.33 | |
AmerisourceBergen (COR) | 0.0 | $6.0k | 60.00 | 100.00 | |
Equity Residential (EQR) | 0.0 | $2.0k | 40.00 | 50.00 | |
AVX Corporation | 0.0 | $1.0k | 10.00 | 100.00 | |
Unum (UNM) | 0.0 | $1.0k | 10.00 | 100.00 | |
Tyson Foods (TSN) | 0.0 | $4.0k | 50.00 | 80.00 | |
Eastman Chemical Company (EMN) | 0.0 | $3.0k | 33.00 | 90.91 | |
Interpublic Group of Companies (IPG) | 0.0 | $1.0k | 60.00 | 16.67 | |
Rockwell Collins | 0.0 | $14k | 100.00 | 140.00 | |
Valero Energy Corporation (VLO) | 0.0 | $16k | 163.00 | 98.16 | |
Waters Corporation (WAT) | 0.0 | $19k | 88.00 | 215.91 | |
CenturyLink | 0.0 | $3.0k | 167.00 | 17.96 | |
Kroger (KR) | 0.0 | $10k | 328.00 | 30.49 | |
Thermo Fisher Scientific (TMO) | 0.0 | $11k | 49.00 | 224.49 | |
Red Hat | 0.0 | $3.0k | 20.00 | 150.00 | |
Goodyear Tire & Rubber Company (GT) | 0.0 | $999.900000 | 30.00 | 33.33 | |
NiSource (NI) | 0.0 | $3.0k | 111.00 | 27.03 | |
Allstate Corporation (ALL) | 0.0 | $26k | 250.00 | 104.00 | |
Amgen (AMGN) | 0.0 | $8.0k | 42.00 | 190.48 | |
BB&T Corporation | 0.0 | $4.0k | 80.00 | 50.00 | |
Capital One Financial (COF) | 0.0 | $22k | 210.00 | 104.76 | |
eBay (EBAY) | 0.0 | $30k | 770.00 | 38.96 | |
General Mills (GIS) | 0.0 | $17k | 280.00 | 60.71 | |
Halliburton Company (HAL) | 0.0 | $30k | 530.00 | 56.60 | |
Hess (HES) | 0.0 | $8.0k | 143.00 | 55.94 | |
Liberty Media | 0.0 | $3.0k | 110.00 | 27.27 | |
Macy's (M) | 0.0 | $1.0k | 50.00 | 20.00 | |
Marsh & McLennan Companies (MMC) | 0.0 | $1.0k | 10.00 | 100.00 | |
Maxim Integrated Products | 0.0 | $1.0k | 10.00 | 100.00 | |
NCR Corporation (VYX) | 0.0 | $1.0k | 20.00 | 50.00 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $6.0k | 76.00 | 78.95 | |
Parker-Hannifin Corporation (PH) | 0.0 | $4.0k | 20.00 | 200.00 | |
Praxair | 0.0 | $22k | 138.00 | 159.42 | |
Target Corporation (TGT) | 0.0 | $6.0k | 81.00 | 74.07 | |
American Electric Power Company (AEP) | 0.0 | $29k | 420.00 | 69.05 | |
Gap (GAP) | 0.0 | $1.0k | 20.00 | 50.00 | |
Weyerhaeuser Company (WY) | 0.0 | $24k | 658.00 | 36.47 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $19k | 260.00 | 73.08 | |
Torchmark Corporation | 0.0 | $11k | 121.00 | 90.91 | |
Ford Motor Company (F) | 0.0 | $6.0k | 537.00 | 11.17 | |
Echostar Corporation (SATS) | 0.0 | $1.0k | 20.00 | 50.00 | |
Exelon Corporation (EXC) | 0.0 | $11k | 290.00 | 37.93 | |
Williams Companies (WMB) | 0.0 | $2.0k | 50.00 | 40.00 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $30k | 1.5k | 19.87 | |
Shire | 0.0 | $22k | 148.00 | 148.65 | |
TJX Companies (TJX) | 0.0 | $31k | 396.00 | 78.28 | |
Henry Schein (HSIC) | 0.0 | $2.0k | 20.00 | 100.00 | |
Imperial Oil (IMO) | 0.0 | $20k | 608.00 | 32.89 | |
EOG Resources (EOG) | 0.0 | $2.0k | 20.00 | 100.00 | |
General Dynamics Corporation (GD) | 0.0 | $24k | 258.00 | 93.02 | |
Marriott International (MAR) | 0.0 | $22k | 156.00 | 141.03 | |
Novo Nordisk A/S (NVO) | 0.0 | $10k | 180.00 | 55.56 | |
SL Green Realty | 0.0 | $3.0k | 30.00 | 100.00 | |
Tupperware Brands Corporation | 0.0 | $13k | 200.00 | 65.00 | |
Prudential Financial (PRU) | 0.0 | $17k | 140.00 | 121.43 | |
Hershey Company (HSY) | 0.0 | $22k | 200.00 | 110.00 | |
Discovery Communications | 0.0 | $1.0k | 40.00 | 25.00 | |
Omni (OMC) | 0.0 | $2.0k | 30.00 | 66.67 | |
Vornado Realty Trust (VNO) | 0.0 | $999.960000 | 12.00 | 83.33 | |
Westar Energy | 0.0 | $7.0k | 130.00 | 53.85 | |
ConAgra Foods (CAG) | 0.0 | $2.0k | 60.00 | 33.33 | |
Dover Corporation (DOV) | 0.0 | $2.0k | 20.00 | 100.00 | |
Old Republic International Corporation (ORI) | 0.0 | $1.0k | 10.00 | 100.00 | |
Sempra Energy (SRE) | 0.0 | $2.0k | 20.00 | 100.00 | |
Xcel Energy (XEL) | 0.0 | $1.0k | 8.00 | 125.00 | |
Applied Materials (AMAT) | 0.0 | $3.0k | 60.00 | 50.00 | |
Fastenal Company (FAST) | 0.0 | $27k | 496.00 | 54.44 | |
Paccar (PCAR) | 0.0 | $1.0k | 10.00 | 100.00 | |
Pioneer Natural Resources | 0.0 | $4.0k | 20.00 | 200.00 | |
J.M. Smucker Company (SJM) | 0.0 | $24k | 192.00 | 125.00 | |
Varian Medical Systems | 0.0 | $2.0k | 20.00 | 100.00 | |
Enbridge Energy Management | 0.0 | $999.960000 | 13.00 | 76.92 | |
Hugoton Royalty Trust (HGTXU) | 0.0 | $1.0k | 18.00 | 55.56 | |
Constellation Brands (STZ) | 0.0 | $12k | 54.00 | 222.22 | |
Zimmer Holdings (ZBH) | 0.0 | $13k | 100.00 | 130.00 | |
ACCO Brands Corporation (ACCO) | 0.0 | $999.960000 | 13.00 | 76.92 | |
Calpine Corporation | 0.0 | $1.0k | 80.00 | 12.50 | |
Delta Air Lines (DAL) | 0.0 | $4.0k | 68.00 | 58.82 | |
FreightCar America (RAIL) | 0.0 | $5.0k | 328.00 | 15.24 | |
Amphenol Corporation (APH) | 0.0 | $2.0k | 20.00 | 100.00 | |
Goldcorp | 0.0 | $14k | 1.0k | 14.00 | |
Micron Technology (MU) | 0.0 | $21k | 491.00 | 42.77 | |
ON Semiconductor (ON) | 0.0 | $1.0k | 10.00 | 100.00 | |
Juniper Networks (JNPR) | 0.0 | $1.0k | 10.00 | 100.00 | |
Invesco (IVZ) | 0.0 | $14k | 375.00 | 37.33 | |
salesforce (CRM) | 0.0 | $9.0k | 84.00 | 107.14 | |
Wyndham Worldwide Corporation | 0.0 | $1.0k | 10.00 | 100.00 | |
Under Armour (UAA) | 0.0 | $10k | 660.00 | 15.15 | |
Celanese Corporation (CE) | 0.0 | $3.0k | 30.00 | 100.00 | |
Compass Diversified Holdings (CODI) | 0.0 | $8.0k | 500.00 | 16.00 | |
Enbridge (ENB) | 0.0 | $2.0k | 59.00 | 33.90 | |
Humana (HUM) | 0.0 | $6.0k | 20.00 | 300.00 | |
Marvell Technology Group | 0.0 | $2.0k | 70.00 | 28.57 | |
Seagate Technology Com Stk | 0.0 | $1.0k | 10.00 | 100.00 | |
Sun Life Financial (SLF) | 0.0 | $7.0k | 156.00 | 44.87 | |
AeroVironment (AVAV) | 0.0 | $5.0k | 100.00 | 50.00 | |
Alaska Air (ALK) | 0.0 | $6.0k | 84.00 | 71.43 | |
Flextronics International Ltd Com Stk (FLEX) | 0.0 | $6.0k | 300.00 | 20.00 | |
Atmos Energy Corporation (ATO) | 0.0 | $1.0k | 10.00 | 100.00 | |
Commerce Bancshares (CBSH) | 0.0 | $1.0k | 6.00 | 166.67 | |
FMC Corporation (FMC) | 0.0 | $22k | 250.00 | 88.00 | |
Fulton Financial (FULT) | 0.0 | $2.0k | 120.00 | 16.67 | |
Hormel Foods Corporation (HRL) | 0.0 | $19k | 531.00 | 35.78 | |
Intuit (INTU) | 0.0 | $7.0k | 40.00 | 175.00 | |
Ingersoll-rand Co Ltd-cl A | 0.0 | $1.0k | 10.00 | 100.00 | |
Southwest Airlines (LUV) | 0.0 | $3.0k | 40.00 | 75.00 | |
MetLife (MET) | 0.0 | $10k | 186.00 | 53.76 | |
Piper Jaffray Companies (PIPR) | 0.0 | $1.0k | 1.00 | 1000.00 | |
Prudential Public Limited Company (PUK) | 0.0 | $4.0k | 69.00 | 57.97 | |
Spectra Energy Partners | 0.0 | $6.0k | 135.00 | 44.44 | |
Banco Santander (SAN) | 0.0 | $8.0k | 1.0k | 7.91 | |
Textron (TXT) | 0.0 | $2.0k | 40.00 | 50.00 | |
Abb (ABBNY) | 0.0 | $28k | 1.0k | 28.00 | |
BorgWarner (BWA) | 0.0 | $2.0k | 40.00 | 50.00 | |
California Water Service (CWT) | 0.0 | $13k | 285.00 | 45.61 | |
Energen Corporation | 0.0 | $1.0k | 10.00 | 100.00 | |
Flowserve Corporation (FLS) | 0.0 | $999.900000 | 30.00 | 33.33 | |
Pan American Silver Corp Can (PAAS) | 0.0 | $18k | 1.1k | 16.62 | |
TFS Financial Corporation (TFSL) | 0.0 | $1.0k | 10.00 | 100.00 | |
Unilever (UL) | 0.0 | $10k | 180.00 | 55.56 | |
United States Steel Corporation (X) | 0.0 | $999.900000 | 30.00 | 33.33 | |
Agnico (AEM) | 0.0 | $1.0k | 10.00 | 100.00 | |
Church & Dwight (CHD) | 0.0 | $6.0k | 120.00 | 50.00 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $22k | 214.00 | 102.80 | |
PacWest Ban | 0.0 | $1.0k | 2.00 | 500.00 | |
Scotts Miracle-Gro Company (SMG) | 0.0 | $2.0k | 15.00 | 133.33 | |
State Auto Financial | 0.0 | $15k | 512.00 | 29.30 | |
Southern Copper Corporation (SCCO) | 0.0 | $2.0k | 30.00 | 66.67 | |
Senior Housing Properties Trust | 0.0 | $9.0k | 500.00 | 18.00 | |
Taubman Centers | 0.0 | $1.0k | 20.00 | 50.00 | |
Bank Of Montreal Cadcom (BMO) | 0.0 | $1.0k | 10.00 | 100.00 | |
iShares Gold Trust | 0.0 | $6.0k | 430.00 | 13.95 | |
Technology SPDR (XLK) | 0.0 | $10k | 151.00 | 66.23 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $33k | 194.00 | 170.10 | |
CoreLogic | 0.0 | $3.0k | 60.00 | 50.00 | |
iShares Dow Jones US Home Const. (ITB) | 0.0 | $23k | 500.00 | 46.00 | |
National Retail Properties (NNN) | 0.0 | $24k | 588.00 | 40.82 | |
SM Energy (SM) | 0.0 | $999.900000 | 30.00 | 33.33 | |
Manulife Finl Corp (MFC) | 0.0 | $5.0k | 239.00 | 20.92 | |
American Water Works (AWK) | 0.0 | $13k | 162.00 | 80.25 | |
CBL & Associates Properties | 0.0 | $4.0k | 760.00 | 5.26 | |
iShares Russell Midcap Value Index (IWS) | 0.0 | $31k | 338.00 | 91.72 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $14k | 70.00 | 200.00 | |
Rydex S&P Equal Weight ETF | 0.0 | $6.0k | 56.00 | 107.14 | |
Simon Property (SPG) | 0.0 | $11k | 69.00 | 159.42 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $6.0k | 22.00 | 272.73 | |
Vanguard Large-Cap ETF (VV) | 0.0 | $29k | 221.00 | 131.22 | |
iShares Dow Jones US Basic Mater. (IYM) | 0.0 | $4.0k | 36.00 | 111.11 | |
Alpine Global Premier Properties Fund | 0.0 | $999.960000 | 13.00 | 76.92 | |
3D Systems Corporation (DDD) | 0.0 | $10k | 1.0k | 10.00 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $5.0k | 42.00 | 119.05 | |
Valeant Pharmaceuticals Int | 0.0 | $3.0k | 149.00 | 20.13 | |
Lakeland Industries (LAKE) | 0.0 | $2.0k | 140.00 | 14.29 | |
Tanzanian Royalty Expl Corp | 0.0 | $1.0k | 2.5k | 0.40 | |
LogMeIn | 0.0 | $1.0k | 1.00 | 1000.00 | |
Nxp Semiconductors N V (NXPI) | 0.0 | $12k | 100.00 | 120.00 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $2.0k | 18.00 | 111.11 | |
iShares Dow Jones US Consumer Goods (IYK) | 0.0 | $6.0k | 49.00 | 122.45 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $9.0k | 111.00 | 81.08 | |
iShares MSCI EAFE Value Index (EFV) | 0.0 | $24k | 413.00 | 58.11 | |
Tri-Continental Corporation (TY) | 0.0 | $4.0k | 157.00 | 25.48 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $24k | 136.00 | 176.47 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $21k | 136.00 | 154.41 | |
Adams Express Company (ADX) | 0.0 | $21k | 1.3k | 16.10 | |
Clearbridge Energy M | 0.0 | $17k | 1.0k | 17.00 | |
Cohen & Steers Quality Income Realty (RQI) | 0.0 | $25k | 2.1k | 11.76 | |
DNP Select Income Fund (DNP) | 0.0 | $5.0k | 505.00 | 9.90 | |
Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $28k | 1.8k | 15.56 | |
First Trust Cnsmer Disry Alpha Fnd (FXD) | 0.0 | $7.0k | 165.00 | 42.42 | |
First Trust Tech AlphaDEX Fnd (FXL) | 0.0 | $15k | 260.00 | 57.69 | |
Sabra Health Care REIT (SBRA) | 0.0 | $1.0k | 73.00 | 13.70 | |
Hldgs (UAL) | 0.0 | $2.0k | 20.00 | 100.00 | |
Morgan Stanley Emerging Markets Fund | 0.0 | $8.0k | 399.00 | 20.05 | |
General Motors Company (GM) | 0.0 | $2.0k | 47.00 | 42.55 | |
Liberty All-Star Equity Fund (USA) | 0.0 | $3.0k | 512.00 | 5.86 | |
PowerShares Preferred Portfolio | 0.0 | $6.0k | 399.00 | 15.04 | |
Antares Pharma | 0.0 | $3.0k | 1.4k | 2.15 | |
Celgene Corp right 12/31/2011 | 0.0 | $1.0k | 20.00 | 50.00 | |
Main Street Capital Corporation (MAIN) | 0.0 | $14k | 350.00 | 40.00 | |
THL Credit | 0.0 | $4.0k | 500.00 | 8.00 | |
Motorola Solutions (MSI) | 0.0 | $4.0k | 37.00 | 108.11 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.0 | $3.0k | 33.00 | 90.91 | |
Vanguard European ETF (VGK) | 0.0 | $28k | 448.00 | 62.50 | |
SPDR Barclays Capital High Yield B | 0.0 | $27k | 745.00 | 36.24 | |
General American Investors (GAM) | 0.0 | $4.0k | 120.00 | 33.33 | |
iShares Lehman Short Treasury Bond (SHV) | 0.0 | $2.0k | 21.00 | 95.24 | |
iShares Dow Jones US Healthcare (IYH) | 0.0 | $6.0k | 33.00 | 181.82 | |
Enterprise Ban (EBTC) | 0.0 | $21k | 886.00 | 23.70 | |
Premier Financial Ban | 0.0 | $2.0k | 91.00 | 21.98 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.0 | $22k | 413.00 | 53.27 | |
Barclays Bank Plc etn djubs pmet38 (JJPFF) | 0.0 | $6.0k | 100.00 | 60.00 | |
Cohen & Steers Total Return Real (RFI) | 0.0 | $24k | 2.0k | 12.16 | |
SPDR S&P Emerging Markets Small Cap (EWX) | 0.0 | $2.0k | 30.00 | 66.67 | |
WisdomTree LargeCap Dividend Fund (DLN) | 0.0 | $1.0k | 2.00 | 500.00 | |
PowerShares Aerospace & Defense | 0.0 | $17k | 300.00 | 56.67 | |
PowerShares Insured Nati Muni Bond | 0.0 | $6.0k | 246.00 | 24.39 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 0.0 | $4.0k | 31.00 | 129.03 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $7.0k | 91.00 | 76.92 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $19k | 152.00 | 125.00 | |
SPDR Dow Jones Global Real Estate (RWO) | 0.0 | $999.960000 | 12.00 | 83.33 | |
Palatin Technologies | 0.0 | $12k | 13k | 0.91 | |
Visteon Corporation (VC) | 0.0 | $1.0k | 10.00 | 100.00 | |
Rydex S&P Equal Weight Health Care | 0.0 | $3.0k | 15.00 | 200.00 | |
Schwab U S Small Cap ETF (SCHA) | 0.0 | $10k | 142.00 | 70.42 | |
inv grd crp bd (CORP) | 0.0 | $1.0k | 8.00 | 125.00 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $11k | 170.00 | 64.71 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $6.0k | 85.00 | 70.59 | |
Te Connectivity Ltd for (TEL) | 0.0 | $1.0k | 10.00 | 100.00 | |
Medley Capital Corporation | 0.0 | $7.0k | 1.3k | 5.60 | |
Kinder Morgan (KMI) | 0.0 | $10k | 521.00 | 19.19 | |
Hca Holdings (HCA) | 0.0 | $3.0k | 27.00 | 111.11 | |
Good Times Restaurants (GTIM) | 0.0 | $999.000000 | 300.00 | 3.33 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $29k | 522.00 | 55.56 | |
Kosmos Energy | 0.0 | $1.0k | 150.00 | 6.67 | |
Stag Industrial (STAG) | 0.0 | $24k | 918.00 | 26.14 | |
Amc Networks Inc Cl A (AMCX) | 0.0 | $1.0k | 10.00 | 100.00 | |
Wendy's/arby's Group (WEN) | 0.0 | $1.0k | 10.00 | 100.00 | |
General Mtrs Co *w exp 07/10/201 | 0.0 | $1.0k | 18.00 | 55.56 | |
Marathon Petroleum Corp (MPC) | 0.0 | $20k | 276.00 | 72.46 | |
Cbre Group Inc Cl A (CBRE) | 0.0 | $1.0k | 10.00 | 100.00 | |
Fortune Brands (FBIN) | 0.0 | $2.0k | 30.00 | 66.67 | |
Fidus Invt (FDUS) | 0.0 | $22k | 1.5k | 14.67 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.0 | $2.0k | 30.00 | 66.67 | |
Xpo Logistics Inc equity (XPO) | 0.0 | $10k | 100.00 | 100.00 | |
Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $2.0k | 14.00 | 142.86 | |
Ishares Tr usa min vo (USMV) | 0.0 | $14k | 265.00 | 52.83 | |
Ishares Inc em mkt min vol (EEMV) | 0.0 | $2.0k | 30.00 | 66.67 | |
Ishares Tr eafe min volat (EFAV) | 0.0 | $10k | 132.00 | 75.76 | |
Post Holdings Inc Common (POST) | 0.0 | $999.960000 | 13.00 | 76.92 | |
SELECT INCOME REIT COM SH BEN int | 0.0 | $4.0k | 192.00 | 20.83 | |
Popular (BPOP) | 0.0 | $1.0k | 10.00 | 100.00 | |
Claymore Exchange Trd Fd Tr gug bull2019 e | 0.0 | $4.0k | 208.00 | 19.23 | |
Manchester Utd Plc New Ord Cl (MANU) | 0.0 | $1.0k | 6.00 | 166.67 | |
Wp Carey (WPC) | 0.0 | $23k | 356.00 | 64.61 | |
Unknown | 0.0 | $6.0k | 423.00 | 14.18 | |
Eaton (ETN) | 0.0 | $22k | 256.00 | 85.94 | |
Cushing Renaissance | 0.0 | $22k | 1.1k | 20.00 | |
Whitehorse Finance (WHF) | 0.0 | $20k | 1.5k | 13.33 | |
Madison Covered Call Eq Strat (MCN) | 0.0 | $7.0k | 911.00 | 7.68 | |
L Brands | 0.0 | $2.0k | 30.00 | 66.67 | |
Metropcs Communications (TMUS) | 0.0 | $2.0k | 30.00 | 66.67 | |
Liberty Global Inc C | 0.0 | $1.0k | 20.00 | 50.00 | |
Liberty Global Inc Com Ser A | 0.0 | $1.0k | 20.00 | 50.00 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $7.0k | 135.00 | 51.85 | |
News (NWSA) | 0.0 | $4.0k | 254.00 | 15.75 | |
Sprint | 0.0 | $1.0k | 160.00 | 6.25 | |
Therapeuticsmd | 0.0 | $26k | 4.0k | 6.50 | |
Ovascience | 0.0 | $995.880000 | 1.2k | 0.86 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.0 | $32k | 285.00 | 112.28 | |
Capitala Finance | 0.0 | $8.0k | 1.0k | 8.00 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $15k | 174.00 | 86.21 | |
Intercontinental Exchange (ICE) | 0.0 | $22k | 287.00 | 76.66 | |
Wmte Japan Hd Sml (DXJS) | 0.0 | $19k | 398.00 | 47.74 | |
Allegion Plc equity (ALLE) | 0.0 | $999.990000 | 3.00 | 333.33 | |
0.0 | $33k | 1.4k | 23.57 | ||
Pentair cs (PNR) | 0.0 | $1.0k | 7.00 | 142.86 | |
Navient Corporation equity (NAVI) | 0.0 | $1.0k | 60.00 | 16.67 | |
Time | 0.0 | $1.0k | 6.00 | 166.67 | |
Jd (JD) | 0.0 | $8.0k | 183.00 | 43.72 | |
Equity Commonwealth (EQC) | 0.0 | $2.0k | 55.00 | 36.36 | |
Veritiv Corp - When Issued | 0.0 | $1.0k | 1.00 | 1000.00 | |
Citizens Financial (CFG) | 0.0 | $3.0k | 60.00 | 50.00 | |
Liberty Tripadvisor Hldgs (LTRPA) | 0.0 | $1.0k | 10.00 | 100.00 | |
Duff & Phelps Select Energy Mlp Fund Inc closed end fund - equity | 0.0 | $12k | 1.8k | 6.86 | |
Goldman Sachs Mlp Energy Ren | 0.0 | $4.0k | 500.00 | 8.00 | |
Tekla Healthcare Opportunit (THQ) | 0.0 | $18k | 1.0k | 18.00 | |
Bio-techne Corporation (TECH) | 0.0 | $17k | 119.00 | 142.86 | |
Halyard Health | 0.0 | $1.0k | 1.00 | 1000.00 | |
Keysight Technologies (KEYS) | 0.0 | $6.0k | 130.00 | 46.15 | |
Anthem (ELV) | 0.0 | $5.0k | 20.00 | 250.00 | |
Crown Castle Intl (CCI) | 0.0 | $2.0k | 20.00 | 100.00 | |
Liberty Broadband Cl C (LBRDK) | 0.0 | $1.0k | 2.00 | 500.00 | |
Nuveen Dow 30 Dyn Overwrite (DIAX) | 0.0 | $10k | 500.00 | 20.00 | |
First Tr Exch Trd Alpha Fd I euro alphadex (FEUZ) | 0.0 | $17k | 360.00 | 47.22 | |
Blackrock Science & (BST) | 0.0 | $9.0k | 301.00 | 29.90 | |
Qorvo (QRVO) | 0.0 | $1.0k | 10.00 | 100.00 | |
Mylan Nv | 0.0 | $3.0k | 56.00 | 53.57 | |
Eversource Energy (ES) | 0.0 | $10k | 163.00 | 61.35 | |
Urban Edge Pptys (UE) | 0.0 | $1.0k | 6.00 | 166.67 | |
Allergan | 0.0 | $1.0k | 4.00 | 250.00 | |
Gannett | 0.0 | $1.0k | 10.00 | 100.00 | |
Tegna (TGNA) | 0.0 | $1.0k | 20.00 | 50.00 | |
Kraft Heinz (KHC) | 0.0 | $26k | 322.00 | 80.75 | |
Bwx Technologies (BWXT) | 0.0 | $1.0k | 10.00 | 100.00 | |
Chemours (CC) | 0.0 | $6.0k | 105.00 | 57.14 | |
Welltower Inc Com reit (WELL) | 0.0 | $15k | 250.00 | 60.00 | |
Msg Network Inc cl a | 0.0 | $1.0k | 10.00 | 100.00 | |
Madison Square Garden Cl A (MSGS) | 0.0 | $999.990000 | 3.00 | 333.33 | |
Hp (HPQ) | 0.0 | $7.0k | 280.00 | 25.00 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $4.0k | 280.00 | 14.29 | |
Rmr Group Inc cl a (RMR) | 0.0 | $999.990000 | 3.00 | 333.33 | |
Hubbell (HUBB) | 0.0 | $3.0k | 20.00 | 150.00 | |
Forest City Realty Trust Inc Class A | 0.0 | $1.0k | 10.00 | 100.00 | |
Global X Fds global x uranium (URA) | 0.0 | $1.0k | 24.00 | 41.67 | |
Four Corners Ppty Tr (FCPT) | 0.0 | $1.0k | 4.00 | 250.00 | |
Chubb (CB) | 0.0 | $18k | 119.00 | 151.26 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.0 | $6.0k | 127.00 | 47.24 | |
Dentsply Sirona (XRAY) | 0.0 | $31k | 508.00 | 61.02 | |
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) | 0.0 | $19k | 400.00 | 47.50 | |
Liberty Media Corp Series C Li | 0.0 | $1.0k | 2.00 | 500.00 | |
Under Armour Inc Cl C (UA) | 0.0 | $1.0k | 100.00 | 10.00 | |
Liberty Media Corp Del Com Ser | 0.0 | $1.0k | 1.00 | 1000.00 | |
S&p Global (SPGI) | 0.0 | $5.0k | 30.00 | 166.67 | |
Senseonics Hldgs (SENS) | 0.0 | $15k | 5.0k | 3.00 | |
Liberty Media Corp Delaware Com A Siriusxm | 0.0 | $1.0k | 4.00 | 250.00 | |
Liberty Media Corp Delaware Com C Siriusxm | 0.0 | $1.0k | 8.00 | 125.00 | |
California Res Corp | 0.0 | $1.0k | 46.00 | 21.74 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $4.0k | 12.00 | 333.33 | |
Coca Cola European Partners (CCEP) | 0.0 | $2.0k | 50.00 | 40.00 | |
Ingevity (NGVT) | 0.0 | $15k | 194.00 | 77.32 | |
Herc Hldgs (HRI) | 0.0 | $1.0k | 4.00 | 250.00 | |
Fortive (FTV) | 0.0 | $15k | 197.00 | 76.14 | |
Xl | 0.0 | $2.0k | 50.00 | 40.00 | |
Dell Technologies Inc Class V equity | 0.0 | $17k | 189.00 | 89.95 | |
Johnson Controls International Plc equity (JCI) | 0.0 | $11k | 292.00 | 37.67 | |
Commercehub Inc Com Ser C | 0.0 | $1.0k | 5.00 | 200.00 | |
Washington Prime Group | 0.0 | $1.0k | 1.00 | 1000.00 | |
Advansix (ASIX) | 0.0 | $999.960000 | 12.00 | 83.33 | |
Commercehub Inc Com Ser A | 0.0 | $1.0k | 2.00 | 500.00 | |
Versum Matls | 0.0 | $13k | 325.00 | 40.00 | |
Ilg | 0.0 | $999.960000 | 12.00 | 83.33 | |
Alcoa (AA) | 0.0 | $1.0k | 8.00 | 125.00 | |
Arconic | 0.0 | $999.960000 | 26.00 | 38.46 | |
Liberty Ventures - Ser A | 0.0 | $1.0k | 15.00 | 66.67 | |
Adient (ADNT) | 0.0 | $1.0k | 10.00 | 100.00 | |
Lamb Weston Hldgs (LW) | 0.0 | $1.0k | 20.00 | 50.00 | |
Liberty Expedia Holdings ser a | 0.0 | $1.0k | 10.00 | 100.00 | |
Arch Coal Inc cl a | 0.0 | $7.0k | 75.00 | 93.33 | |
Ggp | 0.0 | $1.0k | 10.00 | 100.00 | |
Varex Imaging (VREX) | 0.0 | $1.0k | 8.00 | 125.00 | |
Snap Inc cl a (SNAP) | 0.0 | $1.0k | 100.00 | 10.00 | |
Dxc Technology (DXC) | 0.0 | $2.0k | 23.00 | 86.96 | |
Cars (CARS) | 0.0 | $1.0k | 6.00 | 166.67 | |
Altaba | 0.0 | $2.0k | 30.00 | 66.67 | |
Frontier Communication | 0.0 | $999.740000 | 74.00 | 13.51 | |
Jbg Smith Properties (JBGS) | 0.0 | $1.0k | 6.00 | 166.67 | |
Ssr Mining (SSRM) | 0.0 | $27k | 3.0k | 9.00 | |
Andeavor | 0.0 | $5.0k | 40.00 | 125.00 | |
Brighthouse Finl (BHF) | 0.0 | $1.0k | 16.00 | 62.50 | |
Micro Focus Intl | 0.0 | $1.0k | 37.00 | 27.03 | |
Cnx Resources Corporation (CNX) | 0.0 | $1.0k | 60.00 | 16.67 | |
Liberty Latin America Ser C (LILAK) | 0.0 | $999.990000 | 3.00 | 333.33 |