Baystate Wealth Management as of June 30, 2018
Portfolio Holdings for Baystate Wealth Management
Baystate Wealth Management holds 693 positions in its portfolio as reported in the June 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SPDR S&P World ex-US (SPDW) | 20.2 | $137M | 4.5M | 30.28 | |
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 12.8 | $86M | 754k | 114.50 | |
Ishares Tr rus200 grw idx (IWY) | 10.8 | $73M | 908k | 80.21 | |
iShares Russell Midcap Index Fund (IWR) | 10.5 | $71M | 330k | 215.30 | |
Alerian Mlp Etf | 6.2 | $42M | 4.1M | 10.16 | |
SPDR S&P International Small Cap (GWX) | 5.8 | $39M | 1.1M | 33.85 | |
IQ Hedge Multi-Strategy Tracker (QAI) | 5.6 | $38M | 1.2M | 30.49 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 5.4 | $37M | 1.2M | 30.14 | |
Vanguard Emerging Markets ETF (VWO) | 5.2 | $35M | 826k | 42.18 | |
iShares Russell 2000 Value Index (IWN) | 4.8 | $32M | 241k | 134.35 | |
WisdomTree Intl. LargeCap Div (DOL) | 0.8 | $5.7M | 118k | 48.01 | |
WisdomTree MidCap Dividend Fund (DON) | 0.7 | $4.6M | 127k | 36.26 | |
Johnson & Johnson (JNJ) | 0.6 | $3.7M | 30k | 126.24 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.6 | $3.7M | 74k | 50.12 | |
Apple (AAPL) | 0.5 | $3.4M | 18k | 187.89 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.5 | $3.2M | 51k | 63.27 | |
SPDR S&P Dividend (SDY) | 0.4 | $2.9M | 31k | 94.24 | |
Magna Intl Inc cl a (MGA) | 0.3 | $2.3M | 40k | 58.92 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 0.3 | $1.8M | 60k | 30.75 | |
Accenture (ACN) | 0.3 | $1.8M | 11k | 166.31 | |
Invesco S&p 500 High Div, Low V equities (SPHD) | 0.3 | $1.8M | 43k | 41.43 | |
Microsoft Corporation (MSFT) | 0.2 | $1.7M | 17k | 101.99 | |
Exxon Mobil Corporation (XOM) | 0.2 | $1.4M | 17k | 82.62 | |
Pfizer (PFE) | 0.2 | $1.3M | 36k | 37.21 | |
Ishares Tr msci eafe esg (ESGD) | 0.2 | $1.3M | 20k | 65.15 | |
Union Pacific Corporation (UNP) | 0.2 | $1.1M | 7.5k | 140.74 | |
Verizon Communications (VZ) | 0.1 | $981k | 19k | 51.32 | |
Wal-Mart Stores (WMT) | 0.1 | $937k | 11k | 86.51 | |
Amazon (AMZN) | 0.1 | $941k | 536.00 | 1755.60 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $918k | 11k | 83.27 | |
Biogen Idec (BIIB) | 0.1 | $885k | 2.6k | 343.96 | |
American Tower Reit (AMT) | 0.1 | $906k | 6.3k | 143.33 | |
iShares Morningstar Large Growth (ILCG) | 0.1 | $828k | 4.6k | 178.53 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $764k | 18k | 43.23 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.1 | $752k | 7.3k | 103.30 | |
Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.1 | $766k | 5.7k | 134.41 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $685k | 6.4k | 106.47 | |
Berkshire Hathaway (BRK.B) | 0.1 | $691k | 3.6k | 189.94 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $675k | 4.6k | 147.03 | |
iShares S&P Global 100 Index (IOO) | 0.1 | $678k | 15k | 46.45 | |
Home Depot (HD) | 0.1 | $629k | 3.2k | 197.06 | |
Berkshire Hathaway (BRK.A) | 0.1 | $577k | 2.00 | 288500.00 | |
International Business Machines (IBM) | 0.1 | $640k | 4.4k | 144.93 | |
Procter & Gamble Company (PG) | 0.1 | $636k | 8.0k | 79.19 | |
Walt Disney Company (DIS) | 0.1 | $542k | 5.0k | 107.97 | |
Netflix (NFLX) | 0.1 | $521k | 1.2k | 418.81 | |
iShares MSCI EMU Index (EZU) | 0.1 | $531k | 13k | 41.52 | |
Facebook Inc cl a (META) | 0.1 | $521k | 2.6k | 202.57 | |
Granite Real Estate (GRP.U) | 0.1 | $546k | 13k | 41.98 | |
Ishares Msci Japan (EWJ) | 0.1 | $509k | 8.9k | 56.98 | |
Pepsi (PEP) | 0.1 | $488k | 4.3k | 112.49 | |
Micron Technology (MU) | 0.1 | $440k | 8.1k | 54.16 | |
Tor Dom Bk Cad (TD) | 0.1 | $454k | 7.9k | 57.54 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $458k | 8.7k | 52.50 | |
Bank of America Corporation (BAC) | 0.1 | $375k | 13k | 28.72 | |
Chevron Corporation (CVX) | 0.1 | $388k | 3.1k | 123.53 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $433k | 1.6k | 276.85 | |
United Parcel Service (UPS) | 0.1 | $420k | 3.9k | 107.44 | |
Vanguard Value ETF (VTV) | 0.1 | $397k | 3.8k | 105.67 | |
Cisco Systems (CSCO) | 0.1 | $332k | 7.8k | 42.56 | |
Automatic Data Processing (ADP) | 0.1 | $308k | 2.3k | 135.50 | |
Boeing Company (BA) | 0.1 | $330k | 970.00 | 340.21 | |
Merck & Co (MRK) | 0.1 | $304k | 4.9k | 61.94 | |
Nextera Energy (NEE) | 0.1 | $319k | 1.9k | 168.25 | |
Rockwell Automation (ROK) | 0.1 | $309k | 1.9k | 167.03 | |
Abbvie (ABBV) | 0.1 | $363k | 3.8k | 94.98 | |
Alphabet Inc Class A cs (GOOGL) | 0.1 | $363k | 310.00 | 1170.97 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $363k | 315.00 | 1152.38 | |
Abbott Laboratories (ABT) | 0.0 | $283k | 4.5k | 62.57 | |
General Electric Company | 0.0 | $270k | 19k | 13.97 | |
3M Company (MMM) | 0.0 | $281k | 1.4k | 198.03 | |
At&t (T) | 0.0 | $284k | 8.9k | 31.85 | |
United Technologies Corporation | 0.0 | $288k | 2.3k | 124.68 | |
Fiserv (FI) | 0.0 | $271k | 3.5k | 76.38 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $303k | 837.00 | 362.01 | |
iShares MSCI ACWI Index Fund (ACWI) | 0.0 | $256k | 3.6k | 71.79 | |
Jp Morgan Alerian Mlp Index | 0.0 | $295k | 11k | 26.20 | |
Vanguard Mega Cap 300 Index (MGC) | 0.0 | $269k | 2.8k | 95.19 | |
Lear Corporation (LEA) | 0.0 | $206k | 1.1k | 187.44 | |
Coca-Cola Company (KO) | 0.0 | $216k | 4.8k | 44.74 | |
McDonald's Corporation (MCD) | 0.0 | $175k | 1.1k | 158.80 | |
Intel Corporation (INTC) | 0.0 | $215k | 4.2k | 51.23 | |
Altria (MO) | 0.0 | $183k | 3.1k | 58.84 | |
Stryker Corporation (SYK) | 0.0 | $185k | 1.1k | 173.06 | |
Danaher Corporation (DHR) | 0.0 | $189k | 1.9k | 98.69 | |
Illinois Tool Works (ITW) | 0.0 | $213k | 1.5k | 141.81 | |
Starbucks Corporation (SBUX) | 0.0 | $187k | 3.7k | 50.21 | |
Visa (V) | 0.0 | $197k | 1.4k | 138.25 | |
Brookline Ban (BRKL) | 0.0 | $202k | 11k | 18.47 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $172k | 1.2k | 143.33 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $224k | 2.2k | 103.23 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $190k | 1.8k | 103.37 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $230k | 1.7k | 137.31 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $207k | 1.8k | 112.32 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $195k | 1.1k | 176.79 | |
Comcast Corporation (CMCSA) | 0.0 | $153k | 4.5k | 33.83 | |
Broadridge Financial Solutions (BR) | 0.0 | $126k | 1.1k | 117.54 | |
PNC Financial Services (PNC) | 0.0 | $131k | 955.00 | 137.17 | |
Baxter International (BAX) | 0.0 | $118k | 1.6k | 74.03 | |
NVIDIA Corporation (NVDA) | 0.0 | $113k | 457.00 | 247.26 | |
PPG Industries (PPG) | 0.0 | $108k | 1.0k | 103.35 | |
SYSCO Corporation (SYY) | 0.0 | $103k | 1.5k | 69.31 | |
Sherwin-Williams Company (SHW) | 0.0 | $144k | 346.00 | 416.18 | |
Global Payments (GPN) | 0.0 | $148k | 1.3k | 116.63 | |
Morgan Stanley (MS) | 0.0 | $110k | 2.3k | 47.93 | |
Comerica Incorporated (CMA) | 0.0 | $113k | 1.2k | 91.42 | |
Yum! Brands (YUM) | 0.0 | $106k | 1.4k | 78.46 | |
Lockheed Martin Corporation (LMT) | 0.0 | $117k | 382.00 | 306.28 | |
CIGNA Corporation | 0.0 | $126k | 732.00 | 172.13 | |
ConocoPhillips (COP) | 0.0 | $102k | 1.5k | 69.91 | |
Nike (NKE) | 0.0 | $168k | 2.2k | 77.31 | |
Philip Morris International (PM) | 0.0 | $114k | 1.4k | 82.97 | |
Royal Dutch Shell | 0.0 | $143k | 2.1k | 69.42 | |
Schlumberger (SLB) | 0.0 | $125k | 1.8k | 68.19 | |
UnitedHealth (UNH) | 0.0 | $120k | 470.00 | 255.32 | |
Lowe's Companies (LOW) | 0.0 | $129k | 1.3k | 98.77 | |
Oracle Corporation (ORCL) | 0.0 | $130k | 2.7k | 47.48 | |
Goldcorp | 0.0 | $105k | 7.9k | 13.28 | |
Enterprise Products Partners (EPD) | 0.0 | $107k | 3.8k | 27.82 | |
Royal Gold (RGLD) | 0.0 | $137k | 1.5k | 91.33 | |
Independent Bank (INDB) | 0.0 | $112k | 1.4k | 79.38 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $146k | 2.8k | 51.79 | |
iShares Dow Jones US Technology (IYW) | 0.0 | $120k | 651.00 | 184.33 | |
Ishares (SLVP) | 0.0 | $130k | 13k | 10.05 | |
Vaneck Vectors Junior Gold Miners Etf etf (GDXJ) | 0.0 | $125k | 3.8k | 32.65 | |
Energy Transfer Partners | 0.0 | $134k | 7.1k | 18.98 | |
Dowdupont | 0.0 | $148k | 2.2k | 66.37 | |
Packaging Corporation of America (PKG) | 0.0 | $78k | 683.00 | 114.20 | |
BlackRock (BLK) | 0.0 | $90k | 178.00 | 505.62 | |
MasterCard Incorporated (MA) | 0.0 | $92k | 450.00 | 204.44 | |
Charles Schwab Corporation (SCHW) | 0.0 | $61k | 1.2k | 50.33 | |
U.S. Bancorp (USB) | 0.0 | $72k | 1.4k | 51.06 | |
American Express Company (AXP) | 0.0 | $91k | 904.00 | 100.66 | |
Fidelity National Information Services (FIS) | 0.0 | $36k | 330.00 | 109.09 | |
Caterpillar (CAT) | 0.0 | $50k | 365.00 | 136.99 | |
Costco Wholesale Corporation (COST) | 0.0 | $46k | 219.00 | 210.05 | |
M&T Bank Corporation (MTB) | 0.0 | $45k | 261.00 | 172.41 | |
Norfolk Southern (NSC) | 0.0 | $69k | 445.00 | 155.06 | |
Dominion Resources (D) | 0.0 | $52k | 743.00 | 69.99 | |
Cerner Corporation | 0.0 | $47k | 778.00 | 60.41 | |
IDEXX Laboratories (IDXX) | 0.0 | $59k | 252.00 | 234.13 | |
Newmont Mining Corporation (NEM) | 0.0 | $38k | 1.0k | 36.96 | |
Paychex (PAYX) | 0.0 | $87k | 1.3k | 69.49 | |
Travelers Companies (TRV) | 0.0 | $39k | 312.00 | 125.00 | |
Wells Fargo & Company (WFC) | 0.0 | $87k | 1.6k | 55.91 | |
Best Buy (BBY) | 0.0 | $56k | 755.00 | 74.17 | |
International Paper Company (IP) | 0.0 | $52k | 982.00 | 52.95 | |
Las Vegas Sands (LVS) | 0.0 | $83k | 1.1k | 72.30 | |
Darden Restaurants (DRI) | 0.0 | $40k | 359.00 | 111.42 | |
Emerson Electric (EMR) | 0.0 | $89k | 1.3k | 68.73 | |
Whirlpool Corporation (WHR) | 0.0 | $42k | 271.00 | 154.98 | |
Unum (UNM) | 0.0 | $38k | 1.0k | 37.62 | |
Raytheon Company | 0.0 | $77k | 396.00 | 194.44 | |
Valero Energy Corporation (VLO) | 0.0 | $46k | 434.00 | 105.99 | |
CVS Caremark Corporation (CVS) | 0.0 | $81k | 1.2k | 67.61 | |
Becton, Dickinson and (BDX) | 0.0 | $85k | 346.00 | 245.66 | |
Air Products & Chemicals (APD) | 0.0 | $75k | 476.00 | 157.56 | |
Novartis (NVS) | 0.0 | $38k | 500.00 | 76.00 | |
Anadarko Petroleum Corporation | 0.0 | $83k | 1.1k | 73.39 | |
Colgate-Palmolive Company (CL) | 0.0 | $77k | 1.2k | 65.59 | |
Deere & Company (DE) | 0.0 | $39k | 278.00 | 140.29 | |
Diageo (DEO) | 0.0 | $99k | 681.00 | 145.37 | |
Honeywell International (HON) | 0.0 | $55k | 378.00 | 145.50 | |
Praxair | 0.0 | $35k | 212.00 | 165.09 | |
Texas Instruments Incorporated (TXN) | 0.0 | $51k | 454.00 | 112.33 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $55k | 451.00 | 121.95 | |
Qualcomm (QCOM) | 0.0 | $90k | 1.6k | 57.00 | |
Gilead Sciences (GILD) | 0.0 | $68k | 898.00 | 75.72 | |
TJX Companies (TJX) | 0.0 | $38k | 398.00 | 95.48 | |
Southern Company (SO) | 0.0 | $65k | 1.4k | 47.62 | |
General Dynamics Corporation (GD) | 0.0 | $71k | 373.00 | 190.35 | |
Clorox Company (CLX) | 0.0 | $89k | 666.00 | 133.63 | |
ConAgra Foods (CAG) | 0.0 | $75k | 2.1k | 36.46 | |
Roper Industries (ROP) | 0.0 | $42k | 153.00 | 274.51 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $61k | 527.00 | 115.75 | |
Energy Select Sector SPDR (XLE) | 0.0 | $39k | 519.00 | 75.14 | |
Boston Private Financial Holdings | 0.0 | $54k | 3.3k | 16.56 | |
iShares Russell 2000 Index (IWM) | 0.0 | $80k | 478.00 | 167.36 | |
Zions Bancorporation (ZION) | 0.0 | $44k | 834.00 | 52.76 | |
Safe Bulkers Inc Com Stk (SB) | 0.0 | $35k | 10k | 3.50 | |
BHP Billiton (BHP) | 0.0 | $73k | 1.5k | 48.67 | |
Bottomline Technologies | 0.0 | $53k | 1.0k | 53.00 | |
Celgene Corporation | 0.0 | $53k | 634.00 | 83.60 | |
Hanover Insurance (THG) | 0.0 | $34k | 271.00 | 125.46 | |
Aqua America | 0.0 | $45k | 1.3k | 35.80 | |
Magellan Midstream Partners | 0.0 | $70k | 1.0k | 68.29 | |
American International (AIG) | 0.0 | $73k | 1.3k | 54.76 | |
iShares S&P 500 Growth Index (IVW) | 0.0 | $62k | 374.00 | 165.78 | |
iShares Russell Midcap Value Index (IWS) | 0.0 | $46k | 513.00 | 89.67 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $46k | 229.00 | 200.87 | |
iShares S&P MidCap 400 Growth (IJK) | 0.0 | $34k | 149.00 | 228.19 | |
iShares Russell 3000 Index (IWV) | 0.0 | $83k | 500.00 | 166.00 | |
Financial Select Sector SPDR (XLF) | 0.0 | $60k | 2.2k | 27.12 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $58k | 1.4k | 42.84 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $76k | 770.00 | 98.70 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $43k | 505.00 | 85.15 | |
Vanguard Growth ETF (VUG) | 0.0 | $54k | 349.00 | 154.73 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $50k | 311.00 | 160.77 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $39k | 347.00 | 112.39 | |
Century Ban | 0.0 | $50k | 645.00 | 77.52 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $59k | 942.00 | 62.63 | |
SPDR S&P Emerging Markets (SPEM) | 0.0 | $44k | 1.3k | 35.12 | |
Enterprise Ban (EBTC) | 0.0 | $35k | 889.00 | 39.37 | |
WisdomTree Japan Total Dividend (DXJ) | 0.0 | $67k | 1.2k | 54.08 | |
Vanguard Energy ETF (VDE) | 0.0 | $36k | 339.00 | 106.19 | |
New England Rlty Assoc Ltd P depositry rcpt (NEN) | 0.0 | $44k | 660.00 | 66.67 | |
Ishares Trust Msci China msci china idx (MCHI) | 0.0 | $34k | 537.00 | 63.31 | |
Duff & Phelps Global (DPG) | 0.0 | $38k | 2.6k | 14.84 | |
Spdr Series Trust aerospace def (XAR) | 0.0 | $38k | 426.00 | 89.20 | |
Express Scripts Holding | 0.0 | $48k | 598.00 | 80.27 | |
Phillips 66 (PSX) | 0.0 | $44k | 394.00 | 111.68 | |
Duke Energy (DUK) | 0.0 | $100k | 1.2k | 80.45 | |
Oaktree Cap | 0.0 | $46k | 1.1k | 40.85 | |
Twenty-first Century Fox | 0.0 | $56k | 1.2k | 47.95 | |
Vanguard S&p 500 Etf idx (VOO) | 0.0 | $58k | 229.00 | 253.28 | |
0.0 | $45k | 1.0k | 43.73 | ||
Vodafone Group New Adr F (VOD) | 0.0 | $79k | 3.2k | 24.38 | |
Meridian Ban | 0.0 | $38k | 2.0k | 19.07 | |
Cdk Global Inc equities | 0.0 | $78k | 1.2k | 66.90 | |
Synchrony Financial (SYF) | 0.0 | $34k | 968.00 | 35.12 | |
Walgreen Boots Alliance (WBA) | 0.0 | $66k | 1.0k | 63.65 | |
Medtronic (MDT) | 0.0 | $56k | 640.00 | 87.50 | |
Westrock (WRK) | 0.0 | $68k | 1.2k | 57.58 | |
Paypal Holdings (PYPL) | 0.0 | $66k | 770.00 | 85.71 | |
Scorpio Bulkers | 0.0 | $36k | 5.0k | 7.18 | |
Etf Managers Tr purefunds ise cy | 0.0 | $40k | 1.1k | 38.10 | |
Star Bulk Carriers Corp shs par (SBLK) | 0.0 | $65k | 5.0k | 13.00 | |
Columbia Emerging Markets Consumer Etf etf (ECON) | 0.0 | $54k | 2.2k | 24.55 | |
Yum China Holdings (YUMC) | 0.0 | $46k | 1.3k | 36.14 | |
L3 Technologies | 0.0 | $55k | 280.00 | 196.43 | |
Intercontin- | 0.0 | $88k | 1.4k | 64.09 | |
Shotspotter (SSTI) | 0.0 | $45k | 1.1k | 39.86 | |
Tapestry (TPR) | 0.0 | $63k | 1.4k | 45.23 | |
Broadcom (AVGO) | 0.0 | $82k | 336.00 | 244.05 | |
BP (BP) | 0.0 | $18k | 407.00 | 44.23 | |
E TRADE Financial Corporation | 0.0 | $4.0k | 60.00 | 66.67 | |
Loews Corporation (L) | 0.0 | $33k | 668.00 | 49.40 | |
Hasbro (HAS) | 0.0 | $19k | 199.00 | 95.48 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $28k | 341.00 | 82.11 | |
NRG Energy (NRG) | 0.0 | $4.0k | 143.00 | 27.97 | |
HSBC Holdings (HSBC) | 0.0 | $13k | 278.00 | 46.76 | |
Corning Incorporated (GLW) | 0.0 | $13k | 472.00 | 27.54 | |
iStar Financial | 0.0 | $1.0k | 100.00 | 10.00 | |
Cme (CME) | 0.0 | $8.0k | 50.00 | 160.00 | |
Goldman Sachs (GS) | 0.0 | $33k | 146.00 | 226.03 | |
Hartford Financial Services (HIG) | 0.0 | $5.0k | 90.00 | 55.56 | |
Progressive Corporation (PGR) | 0.0 | $8.0k | 80.00 | 100.00 | |
State Street Corporation (STT) | 0.0 | $20k | 218.00 | 91.74 | |
Assurant (AIZ) | 0.0 | $1.0k | 10.00 | 100.00 | |
Signature Bank (SBNY) | 0.0 | $8.0k | 65.00 | 123.08 | |
Principal Financial (PFG) | 0.0 | $1.0k | 10.00 | 100.00 | |
Total System Services | 0.0 | $29k | 324.00 | 89.51 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $11k | 206.00 | 53.40 | |
Lincoln National Corporation (LNC) | 0.0 | $4.0k | 65.00 | 61.54 | |
Discover Financial Services (DFS) | 0.0 | $19k | 261.00 | 72.80 | |
Arthur J. Gallagher & Co. (AJG) | 0.0 | $7.0k | 102.00 | 68.63 | |
Blackstone | 0.0 | $18k | 506.00 | 35.57 | |
SEI Investments Company (SEIC) | 0.0 | $3.0k | 50.00 | 60.00 | |
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 | |
CSX Corporation (CSX) | 0.0 | $12k | 191.00 | 62.83 | |
Ecolab (ECL) | 0.0 | $16k | 110.00 | 145.45 | |
FedEx Corporation (FDX) | 0.0 | $5.0k | 20.00 | 250.00 | |
Waste Management (WM) | 0.0 | $19k | 225.00 | 84.44 | |
Via | 0.0 | $12k | 389.00 | 30.85 | |
Incyte Corporation (INCY) | 0.0 | $1.0k | 20.00 | 50.00 | |
Eli Lilly & Co. (LLY) | 0.0 | $9.0k | 101.00 | 89.11 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $3.0k | 7.00 | 428.57 | |
Health Care SPDR (XLV) | 0.0 | $15k | 169.00 | 88.76 | |
Teva Pharmaceutical Industries (TEVA) | 0.0 | $17k | 700.00 | 24.29 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $19k | 110.00 | 172.73 | |
Archer Daniels Midland Company (ADM) | 0.0 | $17k | 355.00 | 47.89 | |
CBS Corporation | 0.0 | $23k | 390.00 | 58.97 | |
AES Corporation (AES) | 0.0 | $1.0k | 82.00 | 12.20 | |
Bunge | 0.0 | $1.0k | 10.00 | 100.00 | |
Consolidated Edison (ED) | 0.0 | $32k | 405.00 | 79.01 | |
Pulte (PHM) | 0.0 | $5.0k | 161.00 | 31.06 | |
Bristol Myers Squibb (BMY) | 0.0 | $27k | 479.00 | 56.37 | |
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 | $2.0k | 20.00 | 100.00 | |
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 | $18k | 131.00 | 137.40 | |
Digital Realty Trust (DLR) | 0.0 | $2.0k | 20.00 | 100.00 | |
Federated Investors (FHI) | 0.0 | $18k | 758.00 | 23.75 | |
Franklin Resources (BEN) | 0.0 | $2.0k | 60.00 | 33.33 | |
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 | |
J.B. Hunt Transport Services (JBHT) | 0.0 | $15k | 122.00 | 122.95 | |
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 | |
Nucor Corporation (NUE) | 0.0 | $9.0k | 140.00 | 64.29 | |
Public Storage (PSA) | 0.0 | $2.0k | 10.00 | 200.00 | |
Stanley Black & Decker (SWK) | 0.0 | $7.0k | 588.00 | 11.90 | |
T. Rowe Price (TROW) | 0.0 | $13k | 113.00 | 115.04 | |
V.F. Corporation (VFC) | 0.0 | $7.0k | 89.00 | 78.65 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $19k | 78.00 | 243.59 | |
AFLAC Incorporated (AFL) | 0.0 | $13k | 308.00 | 42.21 | |
Boston Scientific Corporation (BSX) | 0.0 | $1.0k | 10.00 | 100.00 | |
Harris Corporation | 0.0 | $4.0k | 27.00 | 148.15 | |
Nordstrom (JWN) | 0.0 | $2.0k | 30.00 | 66.67 | |
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 | $3.0k | 20.00 | 150.00 | |
Vulcan Materials Company (VMC) | 0.0 | $1.0k | 10.00 | 100.00 | |
Electronic Arts (EA) | 0.0 | $10k | 67.00 | 149.25 | |
Newell Rubbermaid (NWL) | 0.0 | $1.0k | 50.00 | 20.00 | |
Regions Financial Corporation (RF) | 0.0 | $2.0k | 131.00 | 15.27 | |
SVB Financial (SIVBQ) | 0.0 | $32k | 107.00 | 299.07 | |
Autoliv (ALV) | 0.0 | $999.960000 | 12.00 | 83.33 | |
Western Digital (WDC) | 0.0 | $3.0k | 37.00 | 81.08 | |
Nokia Corporation (NOK) | 0.0 | $999.900000 | 33.00 | 30.30 | |
DaVita (DVA) | 0.0 | $1.0k | 20.00 | 50.00 | |
International Flavors & Fragrances (IFF) | 0.0 | $14k | 107.00 | 130.84 | |
Analog Devices (ADI) | 0.0 | $7.0k | 73.00 | 95.89 | |
United Rentals (URI) | 0.0 | $27k | 180.00 | 150.00 | |
AmerisourceBergen (COR) | 0.0 | $5.0k | 60.00 | 83.33 | |
Equity Residential (EQR) | 0.0 | $3.0k | 40.00 | 75.00 | |
AVX Corporation | 0.0 | $1.0k | 10.00 | 100.00 | |
Tyson Foods (TSN) | 0.0 | $3.0k | 50.00 | 60.00 | |
Interpublic Group of Companies (IPG) | 0.0 | $999.790000 | 61.00 | 16.39 | |
Koninklijke Philips Electronics NV (PHG) | 0.0 | $5.0k | 105.00 | 47.62 | |
Rockwell Collins | 0.0 | $14k | 100.00 | 140.00 | |
Waters Corporation (WAT) | 0.0 | $17k | 88.00 | 193.18 | |
CenturyLink | 0.0 | $1.0k | 49.00 | 20.41 | |
Kroger (KR) | 0.0 | $9.0k | 330.00 | 27.27 | |
Thermo Fisher Scientific (TMO) | 0.0 | $10k | 49.00 | 204.08 | |
McKesson Corporation (MCK) | 0.0 | $4.0k | 30.00 | 133.33 | |
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 | 112.00 | 26.79 | |
Allstate Corporation (ALL) | 0.0 | $23k | 251.00 | 91.63 | |
Amgen (AMGN) | 0.0 | $12k | 63.00 | 190.48 | |
BB&T Corporation | 0.0 | $4.0k | 81.00 | 49.38 | |
Capital One Financial (COF) | 0.0 | $20k | 211.00 | 94.79 | |
eBay (EBAY) | 0.0 | $28k | 770.00 | 36.36 | |
General Mills (GIS) | 0.0 | $4.0k | 80.00 | 50.00 | |
Halliburton Company (HAL) | 0.0 | $27k | 592.00 | 45.61 | |
Intuitive Surgical (ISRG) | 0.0 | $29k | 57.00 | 508.77 | |
Macy's (M) | 0.0 | $2.0k | 50.00 | 40.00 | |
Marsh & McLennan Companies (MMC) | 0.0 | $1.0k | 10.00 | 100.00 | |
Maxim Integrated Products | 0.0 | $15k | 245.00 | 61.22 | |
NCR Corporation (VYX) | 0.0 | $1.0k | 20.00 | 50.00 | |
Parker-Hannifin Corporation (PH) | 0.0 | $3.0k | 20.00 | 150.00 | |
American Electric Power Company (AEP) | 0.0 | $30k | 424.00 | 70.75 | |
Gap (GAP) | 0.0 | $1.0k | 20.00 | 50.00 | |
Weyerhaeuser Company (WY) | 0.0 | $24k | 664.00 | 36.14 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $21k | 340.00 | 61.76 | |
Torchmark Corporation | 0.0 | $10k | 121.00 | 82.64 | |
iShares MSCI EAFE Index Fund (EFA) | 0.0 | $29k | 426.00 | 68.08 | |
Ford Motor Company (F) | 0.0 | $5.0k | 435.00 | 11.49 | |
Echostar Corporation (SATS) | 0.0 | $1.0k | 20.00 | 50.00 | |
Exelon Corporation (EXC) | 0.0 | $4.0k | 91.00 | 43.96 | |
Total (TTE) | 0.0 | $8.0k | 122.00 | 65.57 | |
Williams Companies (WMB) | 0.0 | $4.0k | 142.00 | 28.17 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $17k | 1.0k | 17.00 | |
Henry Schein (HSIC) | 0.0 | $2.0k | 20.00 | 100.00 | |
Imperial Oil (IMO) | 0.0 | $20k | 610.00 | 32.79 | |
EOG Resources (EOG) | 0.0 | $2.0k | 20.00 | 100.00 | |
Marriott International (MAR) | 0.0 | $6.0k | 45.00 | 133.33 | |
SL Green Realty | 0.0 | $3.0k | 30.00 | 100.00 | |
Via | 0.0 | $2.0k | 44.00 | 45.45 | |
Fifth Third Ban (FITB) | 0.0 | $16k | 550.00 | 29.09 | |
Prudential Financial (PRU) | 0.0 | $4.0k | 40.00 | 100.00 | |
Ascent Media Corporation | 0.0 | $1.0k | 7.00 | 142.86 | |
Discovery Communications | 0.0 | $6.0k | 250.00 | 24.00 | |
Omni (OMC) | 0.0 | $2.0k | 30.00 | 66.67 | |
Discovery Communications | 0.0 | $2.0k | 70.00 | 28.57 | |
Vornado Realty Trust (VNO) | 0.0 | $999.960000 | 12.00 | 83.33 | |
Dover Corporation (DOV) | 0.0 | $1.0k | 20.00 | 50.00 | |
Bce (BCE) | 0.0 | $14k | 328.00 | 42.68 | |
Old Republic International Corporation (ORI) | 0.0 | $1.0k | 10.00 | 100.00 | |
Sempra Energy (SRE) | 0.0 | $6.0k | 56.00 | 107.14 | |
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 | $7.0k | 41.00 | 170.73 | |
J.M. Smucker Company (SJM) | 0.0 | $21k | 193.00 | 108.81 | |
Varian Medical Systems | 0.0 | $2.0k | 20.00 | 100.00 | |
Enbridge Energy Management | 0.0 | $999.960000 | 13.00 | 76.92 | |
MFS Intermediate Income Trust (MIN) | 0.0 | $6.0k | 1.5k | 4.00 | |
Constellation Brands (STZ) | 0.0 | $7.0k | 32.00 | 218.75 | |
Zimmer Holdings (ZBH) | 0.0 | $11k | 100.00 | 110.00 | |
Domino's Pizza (DPZ) | 0.0 | $11k | 39.00 | 282.05 | |
ACCO Brands Corporation (ACCO) | 0.0 | $999.960000 | 13.00 | 76.92 | |
Delta Air Lines (DAL) | 0.0 | $3.0k | 68.00 | 44.12 | |
Amphenol Corporation (APH) | 0.0 | $2.0k | 20.00 | 100.00 | |
ON Semiconductor (ON) | 0.0 | $1.0k | 10.00 | 100.00 | |
Juniper Networks (JNPR) | 0.0 | $1.0k | 10.00 | 100.00 | |
Activision Blizzard | 0.0 | $17k | 210.00 | 80.95 | |
Invesco (IVZ) | 0.0 | $5.0k | 204.00 | 24.51 | |
salesforce (CRM) | 0.0 | $21k | 144.00 | 145.83 | |
Wyndham Worldwide Corporation | 0.0 | $1.0k | 10.00 | 100.00 | |
Under Armour (UAA) | 0.0 | $15k | 660.00 | 22.73 | |
Celanese Corporation (CE) | 0.0 | $12k | 110.00 | 109.09 | |
Compass Diversified Holdings (CODI) | 0.0 | $9.0k | 500.00 | 18.00 | |
Edison International (EIX) | 0.0 | $16k | 250.00 | 64.00 | |
Enbridge (ENB) | 0.0 | $2.0k | 60.00 | 33.33 | |
Humana (HUM) | 0.0 | $6.0k | 20.00 | 300.00 | |
Key (KEY) | 0.0 | $17k | 842.00 | 20.19 | |
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 | $6.0k | 157.00 | 38.22 | |
AeroVironment (AVAV) | 0.0 | $7.0k | 100.00 | 70.00 | |
Alaska Air (ALK) | 0.0 | $5.0k | 84.00 | 59.52 | |
Flextronics International Ltd Com Stk (FLEX) | 0.0 | $4.0k | 300.00 | 13.33 | |
Hecla Mining Company (HL) | 0.0 | $5.0k | 1.6k | 3.12 | |
Universal Display Corporation (OLED) | 0.0 | $25k | 275.00 | 90.91 | |
Align Technology (ALGN) | 0.0 | $8.0k | 24.00 | 333.33 | |
Atmos Energy Corporation (ATO) | 0.0 | $1.0k | 10.00 | 100.00 | |
Commerce Bancshares (CBSH) | 0.0 | $1.0k | 6.00 | 166.67 | |
Coeur d'Alene Mines Corporation (CDE) | 0.0 | $4.0k | 453.00 | 8.83 | |
Drdgold (DRD) | 0.0 | $3.0k | 1.1k | 2.73 | |
FMC Corporation (FMC) | 0.0 | $22k | 250.00 | 88.00 | |
Fulton Financial (FULT) | 0.0 | $2.0k | 120.00 | 16.67 | |
HEICO Corporation (HEI) | 0.0 | $24k | 328.00 | 73.17 | |
Hormel Foods Corporation (HRL) | 0.0 | $20k | 531.00 | 37.66 | |
Intuit (INTU) | 0.0 | $8.0k | 40.00 | 200.00 | |
Ingersoll-rand Co Ltd-cl A | 0.0 | $11k | 121.00 | 90.91 | |
Legacy Reserves | 0.0 | $12k | 2.0k | 6.00 | |
Southwest Airlines (LUV) | 0.0 | $4.0k | 73.00 | 54.79 | |
MetLife (MET) | 0.0 | $11k | 254.00 | 43.31 | |
Vail Resorts (MTN) | 0.0 | $14k | 50.00 | 280.00 | |
Piper Jaffray Companies (PIPR) | 0.0 | $1.0k | 1.00 | 1000.00 | |
Prudential Public Limited Company (PUK) | 0.0 | $3.0k | 69.00 | 43.48 | |
Spectra Energy Partners | 0.0 | $5.0k | 138.00 | 36.23 | |
Banco Santander (SAN) | 0.0 | $1.0k | 11.00 | 90.91 | |
Textron (TXT) | 0.0 | $3.0k | 40.00 | 75.00 | |
Abb (ABBNY) | 0.0 | $22k | 1.0k | 22.00 | |
BorgWarner (BWA) | 0.0 | $2.0k | 40.00 | 50.00 | |
California Water Service (CWT) | 0.0 | $12k | 286.00 | 41.96 | |
Energen Corporation | 0.0 | $1.0k | 10.00 | 100.00 | |
Flowserve Corporation (FLS) | 0.0 | $999.900000 | 30.00 | 33.33 | |
Golden Star Cad | 0.0 | $4.0k | 5.8k | 0.69 | |
Novagold Resources Inc Cad (NG) | 0.0 | $4.0k | 1.0k | 4.00 | |
Nektar Therapeutics (NKTR) | 0.0 | $1.0k | 23.00 | 43.48 | |
TFS Financial Corporation (TFSL) | 0.0 | $1.0k | 10.00 | 100.00 | |
Unilever (UL) | 0.0 | $21k | 383.00 | 54.83 | |
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 | $23k | 423.00 | 54.37 | |
Kinross Gold Corp (KGC) | 0.0 | $33k | 8.6k | 3.82 | |
NAVIOS MARITIME HOLDINGS INC Com Stk | 0.0 | $12k | 14k | 0.85 | |
Realty Income (O) | 0.0 | $6.0k | 101.00 | 59.41 | |
PacWest Ban | 0.0 | $1.0k | 2.00 | 500.00 | |
Scotts Miracle-Gro Company (SMG) | 0.0 | $10k | 116.00 | 86.21 | |
Vicor Corporation (VICR) | 0.0 | $12k | 252.00 | 47.62 | |
Flowers Foods (FLO) | 0.0 | $10k | 503.00 | 19.88 | |
Southern Copper Corporation (SCCO) | 0.0 | $999.900000 | 30.00 | 33.33 | |
Allegheny Technologies Incorporated (ATI) | 0.0 | $3.0k | 125.00 | 24.00 | |
CBS Corporation | 0.0 | $3.0k | 44.00 | 68.18 | |
Senior Housing Properties Trust | 0.0 | $9.0k | 512.00 | 17.58 | |
Taubman Centers | 0.0 | $1.0k | 20.00 | 50.00 | |
Bank Of Montreal Cadcom (BMO) | 0.0 | $1.0k | 10.00 | 100.00 | |
Technology SPDR (XLK) | 0.0 | $11k | 152.00 | 72.37 | |
CoreLogic | 0.0 | $3.0k | 60.00 | 50.00 | |
Eldorado Gold Corp | 0.0 | $1.0k | 1.0k | 0.97 | |
iShares Dow Jones US Home Const. (ITB) | 0.0 | $19k | 501.00 | 37.92 | |
New Gold Inc Cda (NGD) | 0.0 | $2.0k | 900.00 | 2.22 | |
SM Energy (SM) | 0.0 | $999.900000 | 30.00 | 33.33 | |
Vista Gold (VGZ) | 0.0 | $10k | 16k | 0.65 | |
Suncor Energy (SU) | 0.0 | $13k | 325.00 | 40.00 | |
Manulife Finl Corp (MFC) | 0.0 | $13k | 725.00 | 17.93 | |
Ball Corporation (BALL) | 0.0 | $27k | 718.00 | 37.60 | |
iShares Russell 2000 Growth Index (IWO) | 0.0 | $9.0k | 42.00 | 214.29 | |
Oneok (OKE) | 0.0 | $7.0k | 94.00 | 74.47 | |
Simon Property (SPG) | 0.0 | $7.0k | 38.00 | 184.21 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $5.0k | 22.00 | 227.27 | |
Vanguard Small-Cap Value ETF (VBR) | 0.0 | $18k | 131.00 | 137.40 | |
Vanguard Large-Cap ETF (VV) | 0.0 | $28k | 222.00 | 126.13 | |
Zion Oil & Gas (ZNOG) | 0.0 | $12k | 3.0k | 4.00 | |
Advantage Oil & Gas | 0.0 | $16k | 5.0k | 3.20 | |
Unisys Corporation (UIS) | 0.0 | $1.0k | 10.00 | 100.00 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $4.0k | 52.00 | 76.92 | |
Templeton Global Income Fund | 0.0 | $999.690000 | 141.00 | 7.09 | |
Valeant Pharmaceuticals Int | 0.0 | $4.0k | 152.00 | 26.32 | |
Lakeland Industries (LAKE) | 0.0 | $2.0k | 140.00 | 14.29 | |
LogMeIn | 0.0 | $1.0k | 1.00 | 1000.00 | |
Nxp Semiconductors N V (NXPI) | 0.0 | $11k | 100.00 | 110.00 | |
Verint Systems (VRNT) | 0.0 | $5.0k | 115.00 | 43.48 | |
iShares Dow Jones US Consumer Goods (IYK) | 0.0 | $12k | 104.00 | 115.38 | |
EXACT Sciences Corporation (EXAS) | 0.0 | $4.0k | 60.00 | 66.67 | |
iShares MSCI EAFE Value Index (EFV) | 0.0 | $5.0k | 96.00 | 52.08 | |
Tri-Continental Corporation (TY) | 0.0 | $4.0k | 160.00 | 25.00 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $26k | 136.00 | 191.18 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $32k | 178.00 | 179.78 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $22k | 136.00 | 161.76 | |
Adams Express Company (ADX) | 0.0 | $20k | 1.3k | 15.29 | |
Calamos Strategic Total Return Fund (CSQ) | 0.0 | $4.0k | 288.00 | 13.89 | |
Clearbridge Energy M | 0.0 | $2.0k | 134.00 | 14.93 | |
Cohen & Steers Quality Income Realty (RQI) | 0.0 | $26k | 2.2k | 12.07 | |
DNP Select Income Fund (DNP) | 0.0 | $6.0k | 511.00 | 11.74 | |
First Trust DJ Internet Index Fund (FDN) | 0.0 | $16k | 110.00 | 145.45 | |
First Trust Cnsmer Disry Alpha Fnd (FXD) | 0.0 | $7.0k | 166.00 | 42.17 | |
First Trust Tech AlphaDEX Fnd (FXL) | 0.0 | $15k | 260.00 | 57.69 | |
Hldgs (UAL) | 0.0 | $1.0k | 20.00 | 50.00 | |
iShares Dow Jones US Consumer Ser. (IYC) | 0.0 | $9.0k | 44.00 | 204.55 | |
Morgan Stanley Emerging Markets Fund | 0.0 | $6.0k | 399.00 | 15.04 | |
General Motors Company (GM) | 0.0 | $12k | 306.00 | 39.22 | |
Liberty All-Star Equity Fund (USA) | 0.0 | $3.0k | 526.00 | 5.70 | |
Celgene Corp right 12/31/2011 | 0.0 | $1.0k | 20.00 | 50.00 | |
Main Street Capital Corporation (MAIN) | 0.0 | $14k | 354.00 | 39.55 | |
Motorola Solutions (MSI) | 0.0 | $4.0k | 37.00 | 108.11 | |
Vanguard European ETF (VGK) | 0.0 | $26k | 457.00 | 56.89 | |
Nuveen Equity Premium Income Fund (BXMX) | 0.0 | $2.0k | 124.00 | 16.13 | |
SPDR Barclays Capital High Yield B | 0.0 | $12k | 338.00 | 35.50 | |
General American Investors (GAM) | 0.0 | $4.0k | 120.00 | 33.33 | |
First Trust IPOX-100 Index Fund (FPX) | 0.0 | $10k | 140.00 | 71.43 | |
iShares Dow Jones US Industrial (IYJ) | 0.0 | $8.0k | 55.00 | 145.45 | |
iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 0.0 | $11k | 57.00 | 192.98 | |
iShares S&P NA Tech. Sec. Idx (IGM) | 0.0 | $11k | 54.00 | 203.70 | |
Boulder Growth & Income Fund (STEW) | 0.0 | $7.0k | 689.00 | 10.16 | |
Premier Financial Ban | 0.0 | $2.0k | 115.00 | 17.39 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.0 | $22k | 102.00 | 215.69 | |
SPDR DJ Wilshire Mid Cap Growth (MDYG) | 0.0 | $33k | 608.00 | 54.28 | |
Barclays Bank Plc etn djubs pmet38 (JJPFF) | 0.0 | $5.0k | 100.00 | 50.00 | |
Cohen & Steers Total Return Real (RFI) | 0.0 | $15k | 1.2k | 12.39 | |
HudBay Minerals (HBM) | 0.0 | $2.0k | 333.00 | 6.01 | |
Nuveen Quality Pref. Inc. Fund II | 0.0 | $5.0k | 506.00 | 9.88 | |
SPDR S&P Emerging Markets Small Cap (EWX) | 0.0 | $6.0k | 136.00 | 44.12 | |
WisdomTree LargeCap Dividend Fund (DLN) | 0.0 | $1.0k | 1.00 | 1000.00 | |
Nuveen Insd Dividend Advantage (NVG) | 0.0 | $1.0k | 97.00 | 10.31 | |
ADVENT CLAY GBL CONV SEC INC COM Bene Inter | 0.0 | $7.0k | 1.2k | 5.83 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $7.0k | 93.00 | 75.27 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $6.0k | 56.00 | 107.14 | |
SPDR Dow Jones Global Real Estate (RWO) | 0.0 | $7.0k | 143.00 | 48.95 | |
Palatin Technologies | 0.0 | $13k | 13k | 0.98 | |
Visteon Corporation (VC) | 0.0 | $1.0k | 10.00 | 100.00 | |
Blackrock Build America Bond Trust (BBN) | 0.0 | $2.0k | 106.00 | 18.87 | |
Sprott Physical Silver Tr tr unit (PSLV) | 0.0 | $6.0k | 1.0k | 6.00 | |
iShares S&P/TOPIX 150 Index (JPXN) | 0.0 | $33k | 536.00 | 61.57 | |
Eaton Vance Ma Muni Income T sh ben int | 0.0 | $2.0k | 138.00 | 14.49 | |
Te Connectivity Ltd for (TEL) | 0.0 | $1.0k | 10.00 | 100.00 | |
Kinder Morgan (KMI) | 0.0 | $1.0k | 21.00 | 47.62 | |
Hca Holdings (HCA) | 0.0 | $3.0k | 27.00 | 111.11 | |
Citigroup (C) | 0.0 | $20k | 287.00 | 69.69 | |
Kosmos Energy | 0.0 | $1.0k | 150.00 | 6.67 | |
Stag Industrial (STAG) | 0.0 | $6.0k | 207.00 | 28.99 | |
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 | $3.0k | 142.00 | 21.13 | |
Marathon Petroleum Corp (MPC) | 0.0 | $19k | 278.00 | 68.35 | |
Pennantpark Floating Rate Capi (PFLT) | 0.0 | $4.0k | 324.00 | 12.35 | |
Ralph Lauren Corp (RL) | 0.0 | $1.0k | 11.00 | 90.91 | |
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 | |
AVINO SILVER & GOLD Mines Lt (ASM) | 0.0 | $1.0k | 800.00 | 1.25 | |
Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $2.0k | 14.00 | 142.86 | |
Ishares Tr usa min vo (USMV) | 0.0 | $14k | 255.00 | 54.90 | |
Ishares Inc em mkt min vol (EEMV) | 0.0 | $1.0k | 7.00 | 142.86 | |
Ishares Tr eafe min volat (EFAV) | 0.0 | $4.0k | 57.00 | 70.18 | |
Post Holdings Inc Common (POST) | 0.0 | $999.960000 | 13.00 | 76.92 | |
SELECT INCOME REIT COM SH BEN int | 0.0 | $4.0k | 197.00 | 20.30 | |
Popular (BPOP) | 0.0 | $1.0k | 10.00 | 100.00 | |
stock | 0.0 | $5.0k | 50.00 | 100.00 | |
Eqt Midstream Partners | 0.0 | $32k | 601.00 | 53.24 | |
Mondelez Int (MDLZ) | 0.0 | $31k | 732.00 | 42.35 | |
Eaton (ETN) | 0.0 | $24k | 314.00 | 76.43 | |
Cushing Renaissance | 0.0 | $20k | 1.1k | 17.91 | |
Whitehorse Finance (WHF) | 0.0 | $23k | 1.5k | 14.96 | |
L Brands | 0.0 | $999.900000 | 30.00 | 33.33 | |
Asanko Gold | 0.0 | $1.0k | 1.0k | 1.00 | |
Metropcs Communications (TMUS) | 0.0 | $2.0k | 30.00 | 66.67 | |
Liberty Global Inc C | 0.0 | $7.0k | 250.00 | 28.00 | |
Liberty Global Inc Com Ser A | 0.0 | $3.0k | 96.00 | 31.25 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $7.0k | 135.00 | 51.85 | |
News (NWSA) | 0.0 | $4.0k | 264.00 | 15.15 | |
Sprint | 0.0 | $1.0k | 160.00 | 6.25 | |
Ovascience | 0.0 | $995.880000 | 1.2k | 0.86 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.0 | $4.0k | 38.00 | 105.26 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $17k | 197.00 | 86.29 | |
Intercontinental Exchange (ICE) | 0.0 | $27k | 358.00 | 75.42 | |
Wmte Japan Hd Sml (DXJS) | 0.0 | $17k | 405.00 | 41.98 | |
Allegion Plc equity (ALLE) | 0.0 | $999.990000 | 3.00 | 333.33 | |
Fs Investment Corporation | 0.0 | $8.0k | 998.00 | 8.02 | |
Msa Safety Inc equity (MSA) | 0.0 | $11k | 115.00 | 95.65 | |
Voya Financial (VOYA) | 0.0 | $5.0k | 100.00 | 50.00 | |
Voya Global Eq Div & Pr Opp (IGD) | 0.0 | $999.600000 | 102.00 | 9.80 | |
Pentair cs (PNR) | 0.0 | $10k | 233.00 | 42.92 | |
Navient Corporation equity (NAVI) | 0.0 | $999.790000 | 61.00 | 16.39 | |
Ally Financial (ALLY) | 0.0 | $8.0k | 280.00 | 28.57 | |
Equity Commonwealth (EQC) | 0.0 | $2.0k | 55.00 | 36.36 | |
Veritiv Corp - When Issued | 0.0 | $1.0k | 1.00 | 1000.00 | |
Alibaba Group Holding (BABA) | 0.0 | $9.0k | 49.00 | 183.67 | |
Citizens Financial (CFG) | 0.0 | $2.0k | 60.00 | 33.33 | |
Liberty Tripadvisor Hldgs (LTRPA) | 0.0 | $1.0k | 44.00 | 22.73 | |
Duff & Phelps Select Energy Mlp Fund Inc closed end fund - equity | 0.0 | $10k | 1.8k | 5.57 | |
Goldman Sachs Mlp Energy Ren | 0.0 | $3.0k | 512.00 | 5.86 | |
Tekla Healthcare Opportunit (THQ) | 0.0 | $18k | 1.0k | 17.77 | |
Bio-techne Corporation (TECH) | 0.0 | $18k | 119.00 | 151.26 | |
Keysight Technologies (KEYS) | 0.0 | $8.0k | 130.00 | 61.54 | |
Anthem (ELV) | 0.0 | $5.0k | 20.00 | 250.00 | |
Crown Castle Intl (CCI) | 0.0 | $2.0k | 20.00 | 100.00 | |
Ubs Group (UBS) | 0.0 | $24k | 1.6k | 14.68 | |
Liberty Broadband Cl C (LBRDK) | 0.0 | $4.0k | 49.00 | 81.63 | |
Liberty Broadband Corporation (LBRDA) | 0.0 | $2.0k | 23.00 | 86.96 | |
First Tr Exch Trd Alpha Fd I euro alphadex (FEUZ) | 0.0 | $15k | 367.00 | 40.87 | |
Equinix (EQIX) | 0.0 | $17k | 37.00 | 459.46 | |
Qorvo (QRVO) | 0.0 | $1.0k | 10.00 | 100.00 | |
Mylan Nv | 0.0 | $2.0k | 56.00 | 35.71 | |
Eversource Energy (ES) | 0.0 | $13k | 212.00 | 61.32 | |
Urban Edge Pptys (UE) | 0.0 | $1.0k | 6.00 | 166.67 | |
Nexpoint Residential Tr (NXRT) | 0.0 | $11k | 375.00 | 29.33 | |
Allergan | 0.0 | $6.0k | 32.00 | 187.50 | |
Monster Beverage Corp (MNST) | 0.0 | $7.0k | 108.00 | 64.81 | |
Gannett | 0.0 | $1.0k | 10.00 | 100.00 | |
Tegna (TGNA) | 0.0 | $1.0k | 20.00 | 50.00 | |
Wec Energy Group (WEC) | 0.0 | $15k | 227.00 | 66.08 | |
Kraft Heinz (KHC) | 0.0 | $10k | 157.00 | 63.69 | |
Bwx Technologies (BWXT) | 0.0 | $1.0k | 10.00 | 100.00 | |
Chemours (CC) | 0.0 | $2.0k | 50.00 | 40.00 | |
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 | |
Pershing Gold | 0.0 | $3.0k | 1.7k | 1.80 | |
Hp (HPQ) | 0.0 | $6.0k | 282.00 | 21.28 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $4.0k | 282.00 | 14.18 | |
Rmr Group Inc cl a (RMR) | 0.0 | $999.990000 | 3.00 | 333.33 | |
Hubbell (HUBB) | 0.0 | $2.0k | 20.00 | 100.00 | |
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 | |
Atlassian Corp Plc cl a | 0.0 | $5.0k | 80.00 | 62.50 | |
Chubb (CB) | 0.0 | $21k | 156.00 | 134.62 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.0 | $6.0k | 127.00 | 47.24 | |
Dentsply Sirona (XRAY) | 0.0 | $23k | 508.00 | 45.28 | |
Liberty Media Corp Series C Li | 0.0 | $2.0k | 49.00 | 40.82 | |
Under Armour Inc Cl C (UA) | 0.0 | $2.0k | 100.00 | 20.00 | |
Liberty Media Corp Del Com Ser | 0.0 | $1.0k | 24.00 | 41.67 | |
Mkt Vectors Biotech Etf etf (BBH) | 0.0 | $6.0k | 50.00 | 120.00 | |
S&p Global (SPGI) | 0.0 | $6.0k | 30.00 | 200.00 | |
Liberty Media Corp Delaware Com A Braves Grp | 0.0 | $999.990000 | 9.00 | 111.11 | |
Liberty Media Corp Delaware Com A Siriusxm | 0.0 | $5.0k | 98.00 | 51.02 | |
Liberty Media Corp Delaware Com C Braves Grp | 0.0 | $1.0k | 18.00 | 55.56 | |
Liberty Media Corp Delaware Com C Siriusxm | 0.0 | $9.0k | 196.00 | 45.92 | |
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 | $16k | 194.00 | 82.47 | |
Herc Hldgs (HRI) | 0.0 | $1.0k | 4.00 | 250.00 | |
Fortive (FTV) | 0.0 | $3.0k | 37.00 | 81.08 | |
Xl | 0.0 | $3.0k | 50.00 | 60.00 | |
Dell Technologies Inc Class V equity | 0.0 | $18k | 189.00 | 95.24 | |
Johnson Controls International Plc equity (JCI) | 0.0 | $6.0k | 187.00 | 32.09 | |
Washington Prime Group | 0.0 | $1.0k | 1.00 | 1000.00 | |
Advansix (ASIX) | 0.0 | $999.960000 | 12.00 | 83.33 | |
Versum Matls | 0.0 | $7.0k | 189.00 | 37.04 | |
Virtus Global Divid Income F (ZTR) | 0.0 | $16k | 1.4k | 11.35 | |
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 | |
Global X Fds rbtcs artfl in (BOTZ) | 0.0 | $33k | 1.5k | 21.55 | |
Lamb Weston Hldgs (LW) | 0.0 | $1.0k | 20.00 | 50.00 | |
Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 0.0 | $2.0k | 63.00 | 31.75 | |
Liberty Expedia Holdings ser a | 0.0 | $2.0k | 43.00 | 46.51 | |
Ggp | 0.0 | $1.0k | 10.00 | 100.00 | |
Varex Imaging (VREX) | 0.0 | $1.0k | 8.00 | 125.00 | |
Dxc Technology (DXC) | 0.0 | $2.0k | 23.00 | 86.96 | |
Axon Enterprise (AXON) | 0.0 | $33k | 500.00 | 66.00 | |
Cars (CARS) | 0.0 | $1.0k | 6.00 | 166.67 | |
Altaba | 0.0 | $2.0k | 30.00 | 66.67 | |
Frontier Communication | 0.0 | $999.750000 | 75.00 | 13.33 | |
Jbg Smith Properties (JBGS) | 0.0 | $1.0k | 6.00 | 166.67 | |
Ssr Mining (SSRM) | 0.0 | $30k | 3.0k | 10.00 | |
Andeavor | 0.0 | $11k | 79.00 | 139.24 | |
Brighthouse Finl (BHF) | 0.0 | $999.900000 | 22.00 | 45.45 | |
Micro Focus Intl | 0.0 | $999.960000 | 13.00 | 76.92 | |
Cnx Resources Corporation (CNX) | 0.0 | $1.0k | 60.00 | 16.67 | |
Consol Energy (CEIX) | 0.0 | $1.0k | 7.00 | 142.86 | |
Liberty Latin America (LILA) | 0.0 | $1.0k | 15.00 | 66.67 | |
Liberty Latin America Ser C (LILAK) | 0.0 | $1.0k | 42.00 | 23.81 | |
Worldpay Ord | 0.0 | $6.0k | 70.00 | 85.71 | |
Nutrien (NTR) | 0.0 | $11k | 216.00 | 50.93 | |
Gci Liberty Incorporated | 0.0 | $3.0k | 64.00 | 46.88 | |
Liberty Interactive Corp (QRTEA) | 0.0 | $10k | 460.00 | 21.74 | |
Alpine Total Dynamicdivid Fd Com Sh Ben Int cef (AOD) | 0.0 | $1.0k | 237.00 | 4.22 | |
Wyndham Hotels And Resorts (WH) | 0.0 | $1.0k | 10.00 | 100.00 | |
Invesco Bulletshares 2019 Corp | 0.0 | $4.0k | 209.00 | 19.14 | |
Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.0 | $9.0k | 301.00 | 29.90 | |
Nvent Electric Plc Voting equities (NVT) | 0.0 | $6.0k | 233.00 | 25.75 | |
Perspecta | 0.0 | $1.0k | 11.00 | 90.91 | |
Halyard Health (AVNS) | 0.0 | $1.0k | 1.00 | 1000.00 | |
Pgx etf (PGX) | 0.0 | $999.900000 | 101.00 | 9.90 | |
Pza etf (PZA) | 0.0 | $6.0k | 247.00 | 24.29 | |
Invesco Etf s&p500 eql stp (RSPS) | 0.0 | $4.0k | 30.00 | 133.33 | |
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund (RSPH) | 0.0 | $1.0k | 1.00 | 1000.00 | |
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) | 0.0 | $17k | 352.00 | 48.30 | |
Veoneer Incorporated | 0.0 | $1.0k | 11.00 | 90.91 | |
Keurig Dr Pepper (KDP) | 0.0 | $10k | 404.00 | 24.75 |