Baystate Wealth Management as of March 31, 2019
Portfolio Holdings for Baystate Wealth Management
Baystate Wealth Management holds 661 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SPDR S&P World ex-US (SPDW) | 18.0 | $136M | 4.6M | 29.76 | |
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 13.2 | $100M | 853k | 117.17 | |
iShares Russell Midcap Index Fund (IWR) | 10.5 | $79M | 1.4M | 55.80 | |
Ishares Tr rus200 grw idx (IWY) | 10.2 | $77M | 904k | 85.57 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 8.2 | $62M | 2.0M | 30.51 | |
Vanguard Emerging Markets ETF (VWO) | 6.1 | $46M | 1.1M | 43.34 | |
Alerian Mlp Etf | 6.0 | $46M | 4.6M | 9.99 | |
SPDR S&P International Small Cap (GWX) | 4.9 | $37M | 1.2M | 30.70 | |
iShares Russell 2000 Value Index (IWN) | 4.1 | $31M | 249k | 124.32 | |
Spdr Ser Tr 1 3 hgh yield (BIL) | 2.9 | $22M | 239k | 91.57 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.9 | $7.0M | 84k | 83.99 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.8 | $6.4M | 103k | 62.05 | |
WisdomTree Intl. LargeCap Div (DOL) | 0.7 | $5.5M | 117k | 47.00 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.7 | $5.1M | 116k | 43.77 | |
WisdomTree MidCap Dividend Fund (DON) | 0.6 | $4.3M | 116k | 36.78 | |
Apple (AAPL) | 0.6 | $4.2M | 20k | 207.15 | |
Johnson & Johnson (JNJ) | 0.5 | $4.1M | 29k | 139.22 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.5 | $3.9M | 72k | 54.54 | |
SPDR S&P Dividend (SDY) | 0.4 | $2.9M | 29k | 101.32 | |
Microsoft Corporation (MSFT) | 0.3 | $2.4M | 19k | 125.01 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.3 | $2.1M | 19k | 109.39 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.3 | $2.0M | 34k | 58.82 | |
Magna Intl Inc cl a (MGA) | 0.3 | $1.9M | 35k | 55.98 | |
Vanguard Growth ETF (VUG) | 0.3 | $2.0M | 12k | 163.08 | |
Ishares Tr msci eafe esg (ESGD) | 0.3 | $1.9M | 30k | 64.64 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $1.9M | 6.5k | 292.30 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 0.2 | $1.9M | 56k | 33.10 | |
Invesco S&p 500 High Div, Low V equities (SPHD) | 0.2 | $1.8M | 43k | 42.53 | |
Accenture (ACN) | 0.2 | $1.8M | 9.8k | 180.83 | |
Pfizer (PFE) | 0.2 | $1.5M | 38k | 39.38 | |
Jp Morgan Alerian Mlp Index | 0.2 | $1.5M | 59k | 25.41 | |
Amazon (AMZN) | 0.2 | $1.4M | 721.00 | 1901.53 | |
Exxon Mobil Corporation (XOM) | 0.2 | $1.3M | 15k | 81.76 | |
Union Pacific Corporation (UNP) | 0.2 | $1.3M | 7.4k | 176.90 | |
American Tower Reit (AMT) | 0.2 | $1.3M | 6.5k | 193.30 | |
Wal-Mart Stores (WMT) | 0.1 | $1.1M | 11k | 103.54 | |
Verizon Communications (VZ) | 0.1 | $935k | 16k | 57.10 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $929k | 14k | 66.23 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $921k | 18k | 52.74 | |
Procter & Gamble Company (PG) | 0.1 | $835k | 8.1k | 103.69 | |
iShares Morningstar Large Growth (ILCG) | 0.1 | $824k | 4.4k | 188.52 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $792k | 7.0k | 113.53 | |
iShares S&P Global 100 Index (IOO) | 0.1 | $724k | 15k | 49.11 | |
Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.1 | $730k | 5.7k | 126.98 | |
Walt Disney Company (DIS) | 0.1 | $712k | 5.3k | 135.05 | |
Deere & Company (DE) | 0.1 | $681k | 4.1k | 165.41 | |
Facebook Inc cl a (META) | 0.1 | $675k | 3.7k | 182.53 | |
Alphabet Inc Class A cs (GOOGL) | 0.1 | $645k | 512.00 | 1259.77 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $670k | 3.5k | 189.80 | |
Home Depot (HD) | 0.1 | $641k | 3.1k | 206.77 | |
Cisco Systems (CSCO) | 0.1 | $570k | 10k | 56.85 | |
Berkshire Hathaway (BRK.A) | 0.1 | $632k | 2.00 | 316000.00 | |
Biogen Idec (BIIB) | 0.1 | $581k | 2.6k | 224.58 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $579k | 461.00 | 1255.97 | |
Bank of America Corporation (BAC) | 0.1 | $495k | 17k | 30.01 | |
Berkshire Hathaway (BRK.B) | 0.1 | $496k | 3.7k | 135.74 | |
International Business Machines (IBM) | 0.1 | $539k | 3.8k | 140.07 | |
Pepsi (PEP) | 0.1 | $537k | 4.2k | 126.98 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $496k | 8.7k | 56.84 | |
Granite Real Estate (GRP.U) | 0.1 | $498k | 11k | 45.67 | |
Ishares Inc msci em esg se (ESGE) | 0.1 | $525k | 15k | 34.78 | |
Nushares Etf Tr Esg mid cap (NUMG) | 0.1 | $528k | 16k | 32.48 | |
Nushares Etf Tr Esg mid value (NUMV) | 0.1 | $519k | 18k | 28.34 | |
United Parcel Service (UPS) | 0.1 | $419k | 3.7k | 114.57 | |
Nextera Energy (NEE) | 0.1 | $417k | 2.2k | 190.24 | |
iShares MSCI EMU Index (EZU) | 0.1 | $491k | 12k | 40.12 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $459k | 2.9k | 157.68 | |
Vanguard Small-Cap Value ETF (VBR) | 0.1 | $430k | 3.2k | 133.79 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $488k | 2.9k | 166.55 | |
Ishares Msci Japan (EWJ) | 0.1 | $453k | 8.3k | 54.76 | |
Abbott Laboratories (ABT) | 0.1 | $381k | 5.0k | 76.85 | |
Merck & Co (MRK) | 0.1 | $403k | 5.4k | 74.68 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $390k | 3.1k | 126.58 | |
Visa (V) | 0.1 | $387k | 2.4k | 161.72 | |
Fiserv (FI) | 0.1 | $359k | 4.2k | 86.49 | |
Rockwell Automation (ROK) | 0.1 | $350k | 1.9k | 189.19 | |
Vanguard Value ETF (VTV) | 0.1 | $400k | 3.6k | 110.25 | |
Ishares Tr rus200 val idx (IWX) | 0.1 | $397k | 7.4k | 53.92 | |
Ishares Tr msci usa small (ESML) | 0.1 | $352k | 13k | 27.31 | |
Chevron Corporation (CVX) | 0.0 | $338k | 2.9k | 118.39 | |
3M Company (MMM) | 0.0 | $294k | 1.3k | 218.91 | |
Automatic Data Processing (ADP) | 0.0 | $324k | 2.0k | 163.72 | |
Boeing Company (BA) | 0.0 | $265k | 705.00 | 375.89 | |
Intel Corporation (INTC) | 0.0 | $325k | 5.5k | 58.76 | |
United Technologies Corporation | 0.0 | $273k | 2.0k | 139.71 | |
Danaher Corporation (DHR) | 0.0 | $327k | 2.5k | 129.50 | |
Illinois Tool Works (ITW) | 0.0 | $272k | 1.7k | 156.77 | |
Starbucks Corporation (SBUX) | 0.0 | $297k | 3.9k | 76.29 | |
Tor Dom Bk Cad (TD) | 0.0 | $288k | 5.2k | 55.52 | |
iShares Russell Midcap Value Index (IWS) | 0.0 | $333k | 3.7k | 89.35 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $339k | 1.7k | 197.67 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $302k | 839.00 | 359.95 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $306k | 2.7k | 113.08 | |
Vanguard Mega Cap 300 Index (MGC) | 0.0 | $288k | 2.9k | 101.02 | |
SPDR S&P International Dividend (DWX) | 0.0 | $316k | 8.2k | 38.50 | |
Abbvie (ABBV) | 0.0 | $319k | 4.1k | 78.75 | |
Comcast Corporation (CMCSA) | 0.0 | $223k | 5.3k | 41.90 | |
Coca-Cola Company (KO) | 0.0 | $221k | 4.6k | 48.07 | |
At&t (T) | 0.0 | $215k | 7.0k | 30.73 | |
Honeywell International (HON) | 0.0 | $255k | 1.5k | 171.60 | |
Nike (NKE) | 0.0 | $225k | 2.5k | 88.27 | |
Stryker Corporation (SYK) | 0.0 | $225k | 1.2k | 184.88 | |
Lowe's Companies (LOW) | 0.0 | $215k | 1.9k | 113.94 | |
salesforce (CRM) | 0.0 | $210k | 1.3k | 159.70 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $206k | 1.4k | 147.56 | |
iShares Lehman Short Treasury Bond (SHV) | 0.0 | $207k | 1.9k | 110.58 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 0.0 | $212k | 3.4k | 63.23 | |
Lear Corporation (LEA) | 0.0 | $172k | 1.1k | 153.43 | |
PNC Financial Services (PNC) | 0.0 | $130k | 966.00 | 134.58 | |
CSX Corporation (CSX) | 0.0 | $129k | 1.6k | 79.63 | |
Baxter International (BAX) | 0.0 | $118k | 1.6k | 75.98 | |
NVIDIA Corporation (NVDA) | 0.0 | $134k | 701.00 | 191.16 | |
PPG Industries (PPG) | 0.0 | $123k | 1.1k | 116.26 | |
Sherwin-Williams Company (SHW) | 0.0 | $159k | 348.00 | 456.90 | |
Global Payments (GPN) | 0.0 | $181k | 1.3k | 142.63 | |
Yum! Brands (YUM) | 0.0 | $175k | 1.7k | 103.18 | |
PerkinElmer (RVTY) | 0.0 | $133k | 1.4k | 94.66 | |
Altria (MO) | 0.0 | $179k | 3.3k | 54.76 | |
Diageo (DEO) | 0.0 | $114k | 691.00 | 164.98 | |
Royal Dutch Shell | 0.0 | $131k | 2.1k | 63.35 | |
UnitedHealth (UNH) | 0.0 | $144k | 624.00 | 230.77 | |
Qualcomm (QCOM) | 0.0 | $159k | 1.8k | 86.84 | |
General Dynamics Corporation (GD) | 0.0 | $170k | 939.00 | 181.04 | |
Oracle Corporation (ORCL) | 0.0 | $176k | 3.2k | 55.33 | |
Brookline Ban (BRKL) | 0.0 | $161k | 11k | 14.89 | |
Energy Transfer Equity (ET) | 0.0 | $143k | 9.3k | 15.45 | |
Royal Gold (RGLD) | 0.0 | $132k | 1.5k | 86.96 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $127k | 852.00 | 149.06 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $177k | 1.6k | 111.74 | |
iShares Dow Jones US Technology (IYW) | 0.0 | $134k | 655.00 | 204.58 | |
Broadcom (AVGO) | 0.0 | $129k | 410.00 | 314.63 | |
Cigna Corp (CI) | 0.0 | $136k | 880.00 | 154.55 | |
Packaging Corporation of America (PKG) | 0.0 | $70k | 705.00 | 99.29 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $71k | 983.00 | 72.23 | |
BlackRock (BLK) | 0.0 | $77k | 160.00 | 481.25 | |
Broadridge Financial Solutions (BR) | 0.0 | $47k | 400.00 | 117.50 | |
Goldman Sachs (GS) | 0.0 | $60k | 298.00 | 201.34 | |
MasterCard Incorporated (MA) | 0.0 | $111k | 454.00 | 244.49 | |
Charles Schwab Corporation (SCHW) | 0.0 | $76k | 1.7k | 44.89 | |
U.S. Bancorp (USB) | 0.0 | $72k | 1.4k | 51.76 | |
American Express Company (AXP) | 0.0 | $110k | 962.00 | 114.35 | |
Caterpillar (CAT) | 0.0 | $46k | 337.00 | 136.50 | |
Costco Wholesale Corporation (COST) | 0.0 | $79k | 317.00 | 249.21 | |
Ecolab (ECL) | 0.0 | $79k | 425.00 | 185.88 | |
M&T Bank Corporation (MTB) | 0.0 | $44k | 266.00 | 165.41 | |
McDonald's Corporation (MCD) | 0.0 | $91k | 461.00 | 197.40 | |
Norfolk Southern (NSC) | 0.0 | $99k | 478.00 | 207.11 | |
Dominion Resources (D) | 0.0 | $57k | 743.00 | 76.72 | |
General Electric Company | 0.0 | $47k | 5.0k | 9.38 | |
Cerner Corporation | 0.0 | $50k | 778.00 | 64.27 | |
IDEXX Laboratories (IDXX) | 0.0 | $66k | 294.00 | 224.49 | |
Newmont Mining Corporation (NEM) | 0.0 | $40k | 1.3k | 31.97 | |
Paychex (PAYX) | 0.0 | $108k | 1.3k | 83.72 | |
SYSCO Corporation (SYY) | 0.0 | $106k | 1.5k | 70.25 | |
Travelers Companies (TRV) | 0.0 | $54k | 389.00 | 138.82 | |
Wells Fargo & Company (WFC) | 0.0 | $67k | 1.4k | 47.72 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $107k | 388.00 | 275.77 | |
Best Buy (BBY) | 0.0 | $64k | 851.00 | 75.21 | |
Nordstrom (JWN) | 0.0 | $49k | 1.2k | 42.02 | |
Morgan Stanley (MS) | 0.0 | $111k | 2.3k | 47.42 | |
Comerica Incorporated (CMA) | 0.0 | $96k | 1.2k | 77.67 | |
International Paper Company (IP) | 0.0 | $45k | 1.0k | 44.47 | |
Las Vegas Sands (LVS) | 0.0 | $72k | 1.1k | 67.16 | |
Darden Restaurants (DRI) | 0.0 | $46k | 386.00 | 119.17 | |
Emerson Electric (EMR) | 0.0 | $94k | 1.3k | 72.20 | |
Whirlpool Corporation (WHR) | 0.0 | $39k | 278.00 | 140.29 | |
Valero Energy Corporation (VLO) | 0.0 | $63k | 713.00 | 88.36 | |
CVS Caremark Corporation (CVS) | 0.0 | $64k | 1.2k | 53.02 | |
Thermo Fisher Scientific (TMO) | 0.0 | $69k | 262.00 | 263.36 | |
Becton, Dickinson and (BDX) | 0.0 | $75k | 323.00 | 232.20 | |
Air Products & Chemicals (APD) | 0.0 | $97k | 485.00 | 200.00 | |
Novartis (NVS) | 0.0 | $40k | 510.00 | 78.43 | |
Lockheed Martin Corporation (LMT) | 0.0 | $112k | 338.00 | 331.36 | |
Anadarko Petroleum Corporation | 0.0 | $82k | 1.2k | 71.30 | |
Colgate-Palmolive Company (CL) | 0.0 | $81k | 1.2k | 69.29 | |
ConocoPhillips (COP) | 0.0 | $96k | 1.5k | 65.04 | |
Marsh & McLennan Companies (MMC) | 0.0 | $47k | 498.00 | 94.38 | |
Philip Morris International (PM) | 0.0 | $95k | 1.1k | 84.59 | |
Schlumberger (SLB) | 0.0 | $84k | 1.9k | 44.12 | |
Texas Instruments Incorporated (TXN) | 0.0 | $84k | 705.00 | 119.15 | |
iShares S&P 500 Index (IVV) | 0.0 | $61k | 208.00 | 293.27 | |
Gilead Sciences (GILD) | 0.0 | $56k | 896.00 | 62.50 | |
TJX Companies (TJX) | 0.0 | $78k | 1.4k | 55.56 | |
Southern Company (SO) | 0.0 | $72k | 1.4k | 52.06 | |
Clorox Company (CLX) | 0.0 | $105k | 678.00 | 154.87 | |
ConAgra Foods (CAG) | 0.0 | $66k | 2.1k | 31.41 | |
Fastenal Company (FAST) | 0.0 | $105k | 1.5k | 71.62 | |
Roper Industries (ROP) | 0.0 | $54k | 153.00 | 352.94 | |
Netflix (NFLX) | 0.0 | $91k | 242.00 | 376.03 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $56k | 526.00 | 106.46 | |
Celanese Corporation (CE) | 0.0 | $38k | 341.00 | 111.44 | |
Enterprise Products Partners (EPD) | 0.0 | $85k | 2.9k | 29.18 | |
iShares Russell 2000 Index (IWM) | 0.0 | $98k | 620.00 | 158.06 | |
Zions Bancorporation (ZION) | 0.0 | $41k | 839.00 | 48.87 | |
Universal Display Corporation (OLED) | 0.0 | $47k | 275.00 | 170.91 | |
BHP Billiton (BHP) | 0.0 | $87k | 1.6k | 53.31 | |
Bottomline Technologies | 0.0 | $49k | 1.0k | 49.00 | |
Ingersoll-rand Co Ltd-cl A | 0.0 | $61k | 542.00 | 112.55 | |
Aqua America | 0.0 | $49k | 1.3k | 38.28 | |
Church & Dwight (CHD) | 0.0 | $39k | 536.00 | 72.76 | |
Independent Bank (INDB) | 0.0 | $104k | 1.3k | 80.31 | |
Magellan Midstream Partners | 0.0 | $64k | 1.0k | 61.66 | |
Ball Corporation (BALL) | 0.0 | $43k | 722.00 | 59.56 | |
iShares S&P 500 Growth Index (IVW) | 0.0 | $67k | 377.00 | 177.72 | |
iShares Russell 3000 Index (IWV) | 0.0 | $42k | 241.00 | 174.27 | |
Financial Select Sector SPDR (XLF) | 0.0 | $61k | 2.2k | 27.45 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $58k | 1.4k | 42.06 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $79k | 790.00 | 100.00 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $113k | 1.4k | 80.31 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $39k | 249.00 | 156.63 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $40k | 351.00 | 113.96 | |
Century Ban | 0.0 | $52k | 570.00 | 91.23 | |
SPDR S&P Emerging Markets (SPEM) | 0.0 | $46k | 1.3k | 36.22 | |
Vanguard Health Care ETF (VHT) | 0.0 | $48k | 294.00 | 163.27 | |
New England Rlty Assoc Ltd P depositry rcpt (NEN) | 0.0 | $41k | 660.00 | 62.12 | |
Ishares Trust Msci China msci china idx (MCHI) | 0.0 | $53k | 825.00 | 64.24 | |
Marathon Petroleum Corp (MPC) | 0.0 | $46k | 777.00 | 59.20 | |
Duff & Phelps Global (DPG) | 0.0 | $42k | 2.8k | 15.18 | |
Spdr Series Trust aerospace def (XAR) | 0.0 | $42k | 430.00 | 97.67 | |
Phillips 66 (PSX) | 0.0 | $38k | 402.00 | 94.53 | |
Duke Energy (DUK) | 0.0 | $111k | 1.2k | 89.37 | |
Oaktree Cap | 0.0 | $59k | 1.2k | 49.96 | |
Ishares (SLVP) | 0.0 | $108k | 13k | 8.30 | |
Wp Carey (WPC) | 0.0 | $61k | 785.00 | 77.71 | |
Mondelez Int (MDLZ) | 0.0 | $61k | 1.2k | 50.37 | |
Ishares Inc core msci emkt (IEMG) | 0.0 | $84k | 1.6k | 52.50 | |
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 0.0 | $52k | 1.3k | 39.33 | |
Vanguard S&p 500 Etf idx (VOO) | 0.0 | $45k | 168.00 | 267.86 | |
Intercontinental Exchange (ICE) | 0.0 | $62k | 761.00 | 81.47 | |
Vodafone Group New Adr F (VOD) | 0.0 | $52k | 2.9k | 17.98 | |
Meridian Ban | 0.0 | $102k | 6.1k | 16.85 | |
Walgreen Boots Alliance (WBA) | 0.0 | $54k | 1.0k | 53.62 | |
Medtronic (MDT) | 0.0 | $56k | 653.00 | 85.76 | |
Monster Beverage Corp (MNST) | 0.0 | $40k | 708.00 | 56.50 | |
Westrock (WRK) | 0.0 | $44k | 1.2k | 36.94 | |
Paypal Holdings (PYPL) | 0.0 | $83k | 770.00 | 107.79 | |
Vaneck Vectors Junior Gold Miners Etf etf (GDXJ) | 0.0 | $113k | 3.8k | 29.38 | |
Etf Managers Tr purefunds ise cy | 0.0 | $43k | 1.1k | 40.95 | |
Star Bulk Carriers Corp shs par (SBLK) | 0.0 | $40k | 5.0k | 8.00 | |
Yum China Holdings (YUMC) | 0.0 | $53k | 1.2k | 43.69 | |
L3 Technologies | 0.0 | $61k | 282.00 | 216.31 | |
Dowdupont | 0.0 | $90k | 2.4k | 38.12 | |
Linde | 0.0 | $40k | 224.00 | 178.57 | |
Intercontinental Hotels Group (IHG) | 0.0 | $85k | 1.3k | 65.18 | |
Dow (DOW) | 0.0 | $44k | 782.00 | 56.27 | |
BP (BP) | 0.0 | $19k | 423.00 | 44.92 | |
Loews Corporation (L) | 0.0 | $33k | 668.00 | 49.40 | |
Hasbro (HAS) | 0.0 | $21k | 203.00 | 103.45 | |
NRG Energy (NRG) | 0.0 | $9.0k | 229.00 | 39.30 | |
Corning Incorporated (GLW) | 0.0 | $14k | 410.00 | 34.15 | |
Cme (CME) | 0.0 | $9.0k | 51.00 | 176.47 | |
Hartford Financial Services (HIG) | 0.0 | $5.0k | 92.00 | 54.35 | |
Progressive Corporation (PGR) | 0.0 | $12k | 155.00 | 77.42 | |
State Street Corporation (STT) | 0.0 | $3.0k | 40.00 | 75.00 | |
Western Union Company (WU) | 0.0 | $1.0k | 50.00 | 20.00 | |
Assurant (AIZ) | 0.0 | $1.0k | 10.00 | 100.00 | |
Signature Bank (SBNY) | 0.0 | $9.0k | 65.00 | 138.46 | |
Fidelity National Information Services (FIS) | 0.0 | $37k | 333.00 | 111.11 | |
Principal Financial (PFG) | 0.0 | $1.0k | 10.00 | 100.00 | |
Total System Services | 0.0 | $32k | 324.00 | 98.77 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $10k | 206.00 | 48.54 | |
Discover Financial Services (DFS) | 0.0 | $25k | 322.00 | 77.64 | |
Ameriprise Financial (AMP) | 0.0 | $1.0k | 1.00 | 1000.00 | |
Blackstone | 0.0 | $21k | 533.00 | 39.40 | |
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 | |
FedEx Corporation (FDX) | 0.0 | $4.0k | 20.00 | 200.00 | |
Waste Management (WM) | 0.0 | $7.0k | 61.00 | 114.75 | |
Dick's Sporting Goods (DKS) | 0.0 | $2.0k | 60.00 | 33.33 | |
Via | 0.0 | $7.0k | 238.00 | 29.41 | |
Incyte Corporation (INCY) | 0.0 | $1.0k | 20.00 | 50.00 | |
Eli Lilly & Co. (LLY) | 0.0 | $13k | 106.00 | 122.64 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $2.0k | 7.00 | 285.71 | |
Teva Pharmaceutical Industries (TEVA) | 0.0 | $11k | 700.00 | 15.71 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $19k | 110.00 | 172.73 | |
Archer Daniels Midland Company (ADM) | 0.0 | $16k | 362.00 | 44.20 | |
CBS Corporation | 0.0 | $12k | 237.00 | 50.63 | |
AES Corporation (AES) | 0.0 | $3.0k | 155.00 | 19.35 | |
Bunge | 0.0 | $1.0k | 10.00 | 100.00 | |
Consolidated Edison (ED) | 0.0 | $35k | 415.00 | 84.34 | |
Pulte (PHM) | 0.0 | $5.0k | 162.00 | 30.86 | |
FirstEnergy (FE) | 0.0 | $1.0k | 10.00 | 100.00 | |
Bristol Myers Squibb (BMY) | 0.0 | $14k | 314.00 | 44.59 | |
Autodesk (ADSK) | 0.0 | $5.0k | 30.00 | 166.67 | |
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 | $10k | 181.00 | 55.25 | |
Citrix Systems | 0.0 | $1.0k | 10.00 | 100.00 | |
Core Laboratories | 0.0 | $1.0k | 20.00 | 50.00 | |
Cummins (CMI) | 0.0 | $22k | 132.00 | 166.67 | |
Digital Realty Trust (DLR) | 0.0 | $2.0k | 20.00 | 100.00 | |
Federated Investors (FHI) | 0.0 | $26k | 783.00 | 33.21 | |
Franklin Resources (BEN) | 0.0 | $2.0k | 61.00 | 32.79 | |
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 | 84.00 | 23.81 | |
J.B. Hunt Transport Services (JBHT) | 0.0 | $12k | 123.00 | 97.56 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $3.0k | 21.00 | 142.86 | |
Kohl's Corporation (KSS) | 0.0 | $2.0k | 30.00 | 66.67 | |
Leggett & Platt (LEG) | 0.0 | $4.0k | 100.00 | 40.00 | |
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 | $5.0k | 91.00 | 54.95 | |
Public Storage (PSA) | 0.0 | $8.0k | 35.00 | 228.57 | |
Stanley Black & Decker (SWK) | 0.0 | $13k | 85.00 | 152.94 | |
T. Rowe Price (TROW) | 0.0 | $2.0k | 20.00 | 100.00 | |
V.F. Corporation (VFC) | 0.0 | $9.0k | 90.00 | 100.00 | |
AFLAC Incorporated (AFL) | 0.0 | $29k | 601.00 | 48.25 | |
Boston Scientific Corporation (BSX) | 0.0 | $1.0k | 10.00 | 100.00 | |
Harris Corporation | 0.0 | $5.0k | 27.00 | 185.19 | |
Ross Stores (ROST) | 0.0 | $16k | 161.00 | 99.38 | |
Harley-Davidson (HOG) | 0.0 | $1.0k | 20.00 | 50.00 | |
Verisign (VRSN) | 0.0 | $7.0k | 37.00 | 189.19 | |
Vulcan Materials Company (VMC) | 0.0 | $1.0k | 10.00 | 100.00 | |
Electronic Arts (EA) | 0.0 | $30k | 317.00 | 94.64 | |
Newell Rubbermaid (NWL) | 0.0 | $999.960000 | 52.00 | 19.23 | |
Regions Financial Corporation (RF) | 0.0 | $2.0k | 134.00 | 14.93 | |
SVB Financial (SIVBQ) | 0.0 | $26k | 102.00 | 254.90 | |
Autoliv (ALV) | 0.0 | $999.960000 | 12.00 | 83.33 | |
Western Digital (WDC) | 0.0 | $2.0k | 38.00 | 52.63 | |
Hanesbrands (HBI) | 0.0 | $8.0k | 400.00 | 20.00 | |
Nokia Corporation (NOK) | 0.0 | $1.0k | 42.00 | 23.81 | |
DaVita (DVA) | 0.0 | $1.0k | 20.00 | 50.00 | |
International Flavors & Fragrances (IFF) | 0.0 | $15k | 108.00 | 138.89 | |
Analog Devices (ADI) | 0.0 | $9.0k | 73.00 | 123.29 | |
United Rentals (URI) | 0.0 | $13k | 90.00 | 144.44 | |
AmerisourceBergen (COR) | 0.0 | $5.0k | 61.00 | 81.97 | |
Everest Re Group (EG) | 0.0 | $1.0k | 2.00 | 500.00 | |
Xilinx | 0.0 | $1.0k | 10.00 | 100.00 | |
Equity Residential (EQR) | 0.0 | $3.0k | 41.00 | 73.17 | |
Mettler-Toledo International (MTD) | 0.0 | $1.0k | 2.00 | 500.00 | |
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 | 51.00 | 78.43 | |
MDU Resources (MDU) | 0.0 | $3.0k | 110.00 | 27.27 | |
Interpublic Group of Companies (IPG) | 0.0 | $1.0k | 62.00 | 16.13 | |
Cadence Design Systems (CDNS) | 0.0 | $7.0k | 98.00 | 71.43 | |
WellCare Health Plans | 0.0 | $11k | 42.00 | 261.90 | |
Raytheon Company | 0.0 | $26k | 141.00 | 184.40 | |
Waters Corporation (WAT) | 0.0 | $14k | 69.00 | 202.90 | |
Kroger (KR) | 0.0 | $9.0k | 332.00 | 27.11 | |
McKesson Corporation (MCK) | 0.0 | $4.0k | 30.00 | 133.33 | |
Red Hat | 0.0 | $4.0k | 20.00 | 200.00 | |
Goodyear Tire & Rubber Company (GT) | 0.0 | $999.900000 | 30.00 | 33.33 | |
NiSource (NI) | 0.0 | $3.0k | 114.00 | 26.32 | |
Allstate Corporation (ALL) | 0.0 | $26k | 265.00 | 98.11 | |
Amgen (AMGN) | 0.0 | $18k | 100.00 | 180.00 | |
BB&T Corporation | 0.0 | $4.0k | 82.00 | 48.78 | |
Capital One Financial (COF) | 0.0 | $19k | 213.00 | 89.20 | |
eBay (EBAY) | 0.0 | $30k | 770.00 | 38.96 | |
General Mills (GIS) | 0.0 | $4.0k | 82.00 | 48.78 | |
Halliburton Company (HAL) | 0.0 | $1.0k | 40.00 | 25.00 | |
Intuitive Surgical (ISRG) | 0.0 | $29k | 57.00 | 508.77 | |
Maxim Integrated Products | 0.0 | $15k | 250.00 | 60.00 | |
NCR Corporation (VYX) | 0.0 | $999.900000 | 30.00 | 33.33 | |
Parker-Hannifin Corporation (PH) | 0.0 | $4.0k | 20.00 | 200.00 | |
American Electric Power Company (AEP) | 0.0 | $37k | 434.00 | 85.25 | |
Gap (GAP) | 0.0 | $1.0k | 20.00 | 50.00 | |
Weyerhaeuser Company (WY) | 0.0 | $18k | 689.00 | 26.12 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $31k | 403.00 | 76.92 | |
Torchmark Corporation | 0.0 | $10k | 121.00 | 82.64 | |
Ford Motor Company (F) | 0.0 | $4.0k | 456.00 | 8.77 | |
Echostar Corporation (SATS) | 0.0 | $1.0k | 20.00 | 50.00 | |
Exelon Corporation (EXC) | 0.0 | $31k | 609.00 | 50.90 | |
Williams Companies (WMB) | 0.0 | $2.0k | 52.00 | 38.46 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $14k | 1.0k | 13.57 | |
PG&E Corporation (PCG) | 0.0 | $2.0k | 100.00 | 20.00 | |
Henry Schein (HSIC) | 0.0 | $1.0k | 20.00 | 50.00 | |
Imperial Oil (IMO) | 0.0 | $18k | 616.00 | 29.22 | |
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 | 31.00 | 96.77 | |
Via | 0.0 | $1.0k | 24.00 | 41.67 | |
Fifth Third Ban (FITB) | 0.0 | $16k | 558.00 | 28.67 | |
Prudential Financial (PRU) | 0.0 | $5.0k | 49.00 | 102.04 | |
Toll Brothers (TOL) | 0.0 | $3.0k | 80.00 | 37.50 | |
AutoZone (AZO) | 0.0 | $1.0k | 1.00 | 1000.00 | |
Discovery Communications | 0.0 | $1.0k | 40.00 | 25.00 | |
Omni (OMC) | 0.0 | $2.0k | 31.00 | 64.52 | |
Vornado Realty Trust (VNO) | 0.0 | $999.960000 | 12.00 | 83.33 | |
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 | $8.0k | 59.00 | 135.59 | |
Applied Materials (AMAT) | 0.0 | $4.0k | 101.00 | 39.60 | |
Paccar (PCAR) | 0.0 | $1.0k | 10.00 | 100.00 | |
Pioneer Natural Resources | 0.0 | $7.0k | 38.00 | 184.21 | |
J.M. Smucker Company (SJM) | 0.0 | $9.0k | 71.00 | 126.76 | |
Varian Medical Systems | 0.0 | $3.0k | 20.00 | 150.00 | |
Constellation Brands (STZ) | 0.0 | $25k | 119.00 | 210.08 | |
Zimmer Holdings (ZBH) | 0.0 | $13k | 100.00 | 130.00 | |
Domino's Pizza (DPZ) | 0.0 | $11k | 39.00 | 282.05 | |
Fair Isaac Corporation (FICO) | 0.0 | $20k | 70.00 | 285.71 | |
ACCO Brands Corporation (ACCO) | 0.0 | $999.960000 | 13.00 | 76.92 | |
Delta Air Lines (DAL) | 0.0 | $6.0k | 99.00 | 60.61 | |
Advanced Micro Devices (AMD) | 0.0 | $999.900000 | 45.00 | 22.22 | |
Amphenol Corporation (APH) | 0.0 | $2.0k | 20.00 | 100.00 | |
Micron Technology (MU) | 0.0 | $22k | 500.00 | 44.00 | |
ON Semiconductor (ON) | 0.0 | $1.0k | 10.00 | 100.00 | |
Juniper Networks (JNPR) | 0.0 | $1.0k | 20.00 | 50.00 | |
Activision Blizzard | 0.0 | $999.900000 | 30.00 | 33.33 | |
Invesco (IVZ) | 0.0 | $1.0k | 31.00 | 32.26 | |
Wyndham Worldwide Corporation | 0.0 | $1.0k | 10.00 | 100.00 | |
Illumina (ILMN) | 0.0 | $3.0k | 8.00 | 375.00 | |
Under Armour (UAA) | 0.0 | $15k | 660.00 | 22.73 | |
Eaton Vance | 0.0 | $1.0k | 20.00 | 50.00 | |
Boston Private Financial Holdings | 0.0 | $27k | 2.3k | 11.53 | |
Compass Diversified Holdings (CODI) | 0.0 | $9.0k | 534.00 | 16.85 | |
Edison International (EIX) | 0.0 | $3.0k | 51.00 | 58.82 | |
Enbridge (ENB) | 0.0 | $8.0k | 222.00 | 36.04 | |
Humana (HUM) | 0.0 | $6.0k | 24.00 | 250.00 | |
Key (KEY) | 0.0 | $15k | 866.00 | 17.32 | |
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 | 161.00 | 43.48 | |
AeroVironment (AVAV) | 0.0 | $3.0k | 50.00 | 60.00 | |
Alaska Air (ALK) | 0.0 | $2.0k | 34.00 | 58.82 | |
ArQule | 0.0 | $25k | 4.0k | 6.27 | |
iShares Russell 1000 Index (IWB) | 0.0 | $17k | 102.00 | 166.67 | |
Lam Research Corporation (LRCX) | 0.0 | $2.0k | 8.00 | 250.00 | |
Oshkosh Corporation (OSK) | 0.0 | $2.0k | 20.00 | 100.00 | |
Safe Bulkers Inc Com Stk (SB) | 0.0 | $16k | 10k | 1.60 | |
Align Technology (ALGN) | 0.0 | $6.0k | 20.00 | 300.00 | |
Atmos Energy Corporation (ATO) | 0.0 | $1.0k | 10.00 | 100.00 | |
Commerce Bancshares (CBSH) | 0.0 | $1.0k | 6.00 | 166.67 | |
Chemed Corp Com Stk (CHE) | 0.0 | $15k | 47.00 | 319.15 | |
Chipotle Mexican Grill (CMG) | 0.0 | $1.0k | 2.00 | 500.00 | |
DTE Energy Company (DTE) | 0.0 | $1.0k | 2.00 | 500.00 | |
FMC Corporation (FMC) | 0.0 | $20k | 250.00 | 80.00 | |
Fulton Financial (FULT) | 0.0 | $2.0k | 123.00 | 16.26 | |
HEICO Corporation (HEI) | 0.0 | $34k | 328.00 | 103.66 | |
Intuit (INTU) | 0.0 | $11k | 40.00 | 275.00 | |
Southwest Airlines (LUV) | 0.0 | $4.0k | 73.00 | 54.79 | |
Manhattan Associates (MANH) | 0.0 | $16k | 240.00 | 66.67 | |
MetLife (MET) | 0.0 | $9.0k | 193.00 | 46.63 | |
Vail Resorts (MTN) | 0.0 | $11k | 50.00 | 220.00 | |
Oge Energy Corp (OGE) | 0.0 | $4.0k | 90.00 | 44.44 | |
Piper Jaffray Companies (PIPR) | 0.0 | $1.0k | 1.00 | 1000.00 | |
Textron (TXT) | 0.0 | $2.0k | 40.00 | 50.00 | |
USANA Health Sciences (USNA) | 0.0 | $5.0k | 66.00 | 75.76 | |
Abb (ABBNY) | 0.0 | $21k | 1.0k | 21.00 | |
BorgWarner (BWA) | 0.0 | $2.0k | 40.00 | 50.00 | |
Celgene Corporation | 0.0 | $27k | 290.00 | 93.10 | |
California Water Service (CWT) | 0.0 | $14k | 290.00 | 48.28 | |
Flowserve Corporation (FLS) | 0.0 | $2.0k | 30.00 | 66.67 | |
Lennox International (LII) | 0.0 | $1.0k | 2.00 | 500.00 | |
Molina Healthcare (MOH) | 0.0 | $14k | 110.00 | 127.27 | |
TFS Financial Corporation (TFSL) | 0.0 | $1.0k | 10.00 | 100.00 | |
Hanover Insurance (THG) | 0.0 | $32k | 271.00 | 118.08 | |
Unilever (UL) | 0.0 | $11k | 181.00 | 60.77 | |
Wabtec Corporation (WAB) | 0.0 | $2.0k | 23.00 | 86.96 | |
United States Steel Corporation (X) | 0.0 | $999.900000 | 30.00 | 33.33 | |
F5 Networks (FFIV) | 0.0 | $3.0k | 21.00 | 142.86 | |
Realty Income (O) | 0.0 | $7.0k | 101.00 | 69.31 | |
PacWest Ban | 0.0 | $1.0k | 2.00 | 500.00 | |
Vicor Corporation (VICR) | 0.0 | $13k | 339.00 | 38.35 | |
VMware | 0.0 | $2.0k | 10.00 | 200.00 | |
Flowers Foods (FLO) | 0.0 | $11k | 516.00 | 21.32 | |
Southern Copper Corporation (SCCO) | 0.0 | $1.0k | 31.00 | 32.26 | |
CBS Corporation | 0.0 | $1.0k | 24.00 | 41.67 | |
Senior Housing Properties Trust | 0.0 | $4.0k | 550.00 | 7.27 | |
Taubman Centers | 0.0 | $1.0k | 21.00 | 47.62 | |
Bank Of Montreal Cadcom (BMO) | 0.0 | $1.0k | 10.00 | 100.00 | |
CoreLogic | 0.0 | $3.0k | 60.00 | 50.00 | |
SM Energy (SM) | 0.0 | $999.900000 | 30.00 | 33.33 | |
Suncor Energy (SU) | 0.0 | $11k | 333.00 | 33.03 | |
Manulife Finl Corp (MFC) | 0.0 | $19k | 1.0k | 18.43 | |
American International (AIG) | 0.0 | $35k | 772.00 | 45.34 | |
iShares S&P MidCap 400 Growth (IJK) | 0.0 | $34k | 150.00 | 226.67 | |
Simon Property (SPG) | 0.0 | $7.0k | 39.00 | 179.49 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $6.0k | 22.00 | 272.73 | |
Vanguard Large-Cap ETF (VV) | 0.0 | $30k | 226.00 | 132.74 | |
Spirit AeroSystems Holdings (SPR) | 0.0 | $3.0k | 35.00 | 85.71 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $22k | 201.00 | 109.45 | |
LogMeIn | 0.0 | $1.0k | 1.00 | 1000.00 | |
Nxp Semiconductors N V (NXPI) | 0.0 | $10k | 100.00 | 100.00 | |
iShares Dow Jones US Consumer Goods (IYK) | 0.0 | $13k | 105.00 | 123.81 | |
EXACT Sciences Corporation (EXAS) | 0.0 | $6.0k | 60.00 | 100.00 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $9.0k | 182.00 | 49.45 | |
Fortinet (FTNT) | 0.0 | $18k | 190.00 | 94.74 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $999.960000 | 26.00 | 38.46 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $5.0k | 35.00 | 142.86 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $25k | 137.00 | 182.48 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $33k | 178.00 | 185.39 | |
Adams Express Company (ADX) | 0.0 | $18k | 1.2k | 15.24 | |
Cohen & Steers Quality Income Realty (RQI) | 0.0 | $30k | 2.3k | 13.11 | |
DNP Select Income Fund (DNP) | 0.0 | $6.0k | 543.00 | 11.05 | |
First Trust Cnsmer Disry Alpha Fnd (FXD) | 0.0 | $7.0k | 166.00 | 42.17 | |
First Trust Tech AlphaDEX Fnd (FXL) | 0.0 | $18k | 261.00 | 68.97 | |
Hldgs (UAL) | 0.0 | $3.0k | 30.00 | 100.00 | |
iShares Dow Jones US Consumer Ser. (IYC) | 0.0 | $10k | 44.00 | 227.27 | |
iShares Russell 3000 Value Index (IUSV) | 0.0 | $23k | 400.00 | 57.50 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $2.0k | 15.00 | 133.33 | |
General Motors Company (GM) | 0.0 | $12k | 307.00 | 39.09 | |
Liberty All-Star Equity Fund (USA) | 0.0 | $999.960000 | 12.00 | 83.33 | |
Celgene Corp right 12/31/2011 | 0.0 | $1.0k | 20.00 | 50.00 | |
Main Street Capital Corporation (MAIN) | 0.0 | $14k | 375.00 | 37.33 | |
O'reilly Automotive (ORLY) | 0.0 | $999.990000 | 3.00 | 333.33 | |
Motorola Solutions (MSI) | 0.0 | $6.0k | 37.00 | 162.16 | |
Vanguard European ETF (VGK) | 0.0 | $26k | 464.00 | 56.03 | |
Vanguard High Dividend Yield ETF (VYM) | 0.0 | $18k | 199.00 | 90.45 | |
iShares S&P NA Nat. Re. Sc. Idx (IGE) | 0.0 | $2.0k | 77.00 | 25.97 | |
First Trust IPOX-100 Index Fund (FPX) | 0.0 | $11k | 140.00 | 78.57 | |
iShares Dow Jones US Industrial (IYJ) | 0.0 | $9.0k | 55.00 | 163.64 | |
iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 0.0 | $12k | 57.00 | 210.53 | |
iShares S&P NA Tech. Sec. Idx (IGM) | 0.0 | $12k | 54.00 | 222.22 | |
Enterprise Ban (EBTC) | 0.0 | $28k | 900.00 | 31.11 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.0 | $21k | 404.00 | 51.98 | |
SPDR DJ Wilshire Mid Cap Growth (MDYG) | 0.0 | $33k | 613.00 | 53.83 | |
Cohen & Steers Total Return Real (RFI) | 0.0 | $17k | 1.3k | 13.25 | |
IQ Hedge Multi-Strategy Tracker (QAI) | 0.0 | $37k | 1.2k | 30.13 | |
WisdomTree LargeCap Dividend Fund (DLN) | 0.0 | $1.0k | 1.00 | 1000.00 | |
WisdomTree Japan Total Dividend (DXJ) | 0.0 | $21k | 409.00 | 51.34 | |
Vanguard Energy ETF (VDE) | 0.0 | $32k | 346.00 | 92.49 | |
SPDR Dow Jones Global Real Estate (RWO) | 0.0 | $3.0k | 58.00 | 51.72 | |
Palatin Technologies | 0.0 | $15k | 13k | 1.13 | |
Visteon Corporation (VC) | 0.0 | $999.960000 | 12.00 | 83.33 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $32k | 461.00 | 69.41 | |
iShares S&P/TOPIX 150 Index (JPXN) | 0.0 | $32k | 540.00 | 59.26 | |
Te Connectivity Ltd for (TEL) | 0.0 | $1.0k | 10.00 | 100.00 | |
Kinder Morgan (KMI) | 0.0 | $1.0k | 21.00 | 47.62 | |
Citigroup (C) | 0.0 | $9.0k | 133.00 | 67.67 | |
Prologis (PLD) | 0.0 | $3.0k | 40.00 | 75.00 | |
Stag Industrial (STAG) | 0.0 | $6.0k | 208.00 | 28.85 | |
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 | |
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 | |
Post Holdings Inc Common (POST) | 0.0 | $999.960000 | 13.00 | 76.92 | |
Aon | 0.0 | $2.0k | 10.00 | 200.00 | |
Popular (BPOP) | 0.0 | $1.0k | 10.00 | 100.00 | |
stock | 0.0 | $24k | 180.00 | 133.33 | |
Eqt Midstream Partners | 0.0 | $28k | 612.00 | 45.75 | |
Eaton (ETN) | 0.0 | $13k | 151.00 | 86.09 | |
Cushing Renaissance | 0.0 | $20k | 1.2k | 16.64 | |
Whitehorse Finance (WHF) | 0.0 | $24k | 1.7k | 14.46 | |
Diamondback Energy (FANG) | 0.0 | $1.0k | 6.00 | 166.67 | |
L Brands | 0.0 | $1.0k | 32.00 | 31.25 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $5.0k | 50.00 | 100.00 | |
Metropcs Communications (TMUS) | 0.0 | $3.0k | 40.00 | 75.00 | |
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 | |
Brookfield Ppty Partners L P unit ltd partn | 0.0 | $999.990000 | 9.00 | 111.11 | |
News (NWSA) | 0.0 | $999.900000 | 55.00 | 18.18 | |
Sprint | 0.0 | $1.0k | 160.00 | 6.25 | |
Allegion Plc equity (ALLE) | 0.0 | $999.990000 | 3.00 | 333.33 | |
Msa Safety Inc equity (MSA) | 0.0 | $12k | 115.00 | 104.35 | |
Voya Financial (VOYA) | 0.0 | $5.0k | 100.00 | 50.00 | |
Ladder Capital Corp Class A (LADR) | 0.0 | $1.0k | 4.00 | 250.00 | |
Pentair cs (PNR) | 0.0 | $1.0k | 7.00 | 142.86 | |
Navient Corporation equity (NAVI) | 0.0 | $999.810000 | 63.00 | 15.87 | |
Ally Financial (ALLY) | 0.0 | $9.0k | 285.00 | 31.58 | |
Equity Commonwealth (EQC) | 0.0 | $2.0k | 59.00 | 33.90 | |
Veritiv Corp - When Issued | 0.0 | $1.0k | 1.00 | 1000.00 | |
Cdk Global Inc equities | 0.0 | $17k | 276.00 | 61.59 | |
Citizens Financial (CFG) | 0.0 | $2.0k | 61.00 | 32.79 | |
Liberty Tripadvisor Hldgs (LTRPA) | 0.0 | $1.0k | 44.00 | 22.73 | |
Synchrony Financial (SYF) | 0.0 | $33k | 989.00 | 33.37 | |
Duff & Phelps Select Energy Mlp Fund Inc closed end fund - equity | 0.0 | $10k | 2.0k | 5.12 | |
Goldman Sachs Mlp Energy Ren | 0.0 | $3.0k | 556.00 | 5.40 | |
Tekla Healthcare Opportunit (THQ) | 0.0 | $18k | 1.1k | 16.78 | |
Bio-techne Corporation (TECH) | 0.0 | $23k | 119.00 | 193.28 | |
Keysight Technologies (KEYS) | 0.0 | $12k | 130.00 | 92.31 | |
Anthem (ELV) | 0.0 | $5.0k | 20.00 | 250.00 | |
Crown Castle Intl (CCI) | 0.0 | $3.0k | 20.00 | 150.00 | |
Ubs Group (UBS) | 0.0 | $22k | 1.6k | 13.46 | |
Liberty Broadband Cl C (LBRDK) | 0.0 | $5.0k | 49.00 | 102.04 | |
Liberty Broadband Corporation (LBRDA) | 0.0 | $2.0k | 23.00 | 86.96 | |
First Tr Exch Trd Alpha Fd I euro alphadex (FEUZ) | 0.0 | $14k | 367.00 | 38.15 | |
Pra Health Sciences | 0.0 | $14k | 150.00 | 93.33 | |
Iron Mountain (IRM) | 0.0 | $13k | 350.00 | 37.14 | |
Equinix (EQIX) | 0.0 | $17k | 37.00 | 459.46 | |
Qorvo (QRVO) | 0.0 | $1.0k | 10.00 | 100.00 | |
Urban Edge Pptys (UE) | 0.0 | $1.0k | 6.00 | 166.67 | |
Allergan | 0.0 | $4.0k | 30.00 | 133.33 | |
Gannett | 0.0 | $1.0k | 10.00 | 100.00 | |
Tegna (TGNA) | 0.0 | $1.0k | 20.00 | 50.00 | |
Kraft Heinz (KHC) | 0.0 | $15k | 462.00 | 32.47 | |
Bwx Technologies (BWXT) | 0.0 | $1.0k | 10.00 | 100.00 | |
Chemours (CC) | 0.0 | $2.0k | 51.00 | 39.22 | |
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 | $11k | 549.00 | 20.04 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $5.0k | 288.00 | 17.36 | |
Rmr Group Inc cl a (RMR) | 0.0 | $999.990000 | 3.00 | 333.33 | |
Hubbell (HUBB) | 0.0 | $3.0k | 20.00 | 150.00 | |
Four Corners Ppty Tr (FCPT) | 0.0 | $1.0k | 4.00 | 250.00 | |
Atlassian Corp Plc cl a | 0.0 | $8.0k | 80.00 | 100.00 | |
Chubb (CB) | 0.0 | $21k | 152.00 | 138.16 | |
Scorpio Bulkers | 0.0 | $24k | 5.1k | 4.73 | |
Dentsply Sirona (XRAY) | 0.0 | $26k | 512.00 | 50.78 | |
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 | |
S&p Global (SPGI) | 0.0 | $14k | 62.00 | 225.81 | |
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 | $4.0k | 98.00 | 40.82 | |
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 | $8.0k | 196.00 | 40.82 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $4.0k | 12.00 | 333.33 | |
Coca Cola European Partners (CCEP) | 0.0 | $3.0k | 51.00 | 58.82 | |
Ingevity (NGVT) | 0.0 | $22k | 194.00 | 113.40 | |
Herc Hldgs (HRI) | 0.0 | $1.0k | 4.00 | 250.00 | |
Fortive (FTV) | 0.0 | $31k | 347.00 | 89.34 | |
Johnson Controls International Plc equity (JCI) | 0.0 | $1.0k | 20.00 | 50.00 | |
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 | $10k | 186.00 | 53.76 | |
Bank Of Nt Butterfield&son L (NTB) | 0.0 | $10k | 280.00 | 35.71 | |
Virtus Global Divid Income F (ZTR) | 0.0 | $15k | 1.4k | 10.53 | |
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 | 1.6k | 21.25 | |
Lamb Weston Hldgs (LW) | 0.0 | $1.0k | 20.00 | 50.00 | |
Liberty Expedia Holdings ser a | 0.0 | $2.0k | 43.00 | 46.51 | |
Innovative Industria A (IIPR) | 0.0 | $8.0k | 100.00 | 80.00 | |
Aurora Cannabis Inc snc | 0.0 | $15k | 1.7k | 8.90 | |
Canopy Gro | 0.0 | $36k | 743.00 | 48.45 | |
Nushares Etf Tr a (NUSC) | 0.0 | $17k | 558.00 | 30.47 | |
Varex Imaging (VREX) | 0.0 | $1.0k | 8.00 | 125.00 | |
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 | $1.0k | 70.00 | 14.29 | |
Jbg Smith Properties (JBGS) | 0.0 | $1.0k | 6.00 | 166.67 | |
Ssr Mining (SSRM) | 0.0 | $35k | 3.0k | 11.67 | |
Brighthouse Finl (BHF) | 0.0 | $1.0k | 16.00 | 62.50 | |
Micro Focus Intl | 0.0 | $999.960000 | 13.00 | 76.92 | |
Tapestry (TPR) | 0.0 | $12k | 386.00 | 31.09 | |
Iqvia Holdings (IQV) | 0.0 | $27k | 200.00 | 135.00 | |
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 | $999.990000 | 3.00 | 333.33 | |
Liberty Latin America Ser C (LILAK) | 0.0 | $999.990000 | 3.00 | 333.33 | |
Worldpay Ord | 0.0 | $8.0k | 70.00 | 114.29 | |
Nutrien (NTR) | 0.0 | $11k | 205.00 | 53.66 | |
Booking Holdings (BKNG) | 0.0 | $35k | 19.00 | 1842.11 | |
Gci Liberty Incorporated | 0.0 | $4.0k | 64.00 | 62.50 | |
Liberty Interactive Corp (QRTEA) | 0.0 | $2.0k | 110.00 | 18.18 | |
Industrial Logistics pfds, reits (ILPT) | 0.0 | $1.0k | 104.00 | 9.62 | |
Wyndham Hotels And Resorts (WH) | 0.0 | $1.0k | 10.00 | 100.00 | |
Invesco Bulletshares 2019 Corp | 0.0 | $4.0k | 211.00 | 18.96 | |
Nvent Electric Plc Voting equities (NVT) | 0.0 | $7.0k | 237.00 | 29.54 | |
Invesco Emerging Markets S etf (PCY) | 0.0 | $2.0k | 60.00 | 33.33 | |
Evergy (EVRG) | 0.0 | $10k | 180.00 | 55.56 | |
Perspecta | 0.0 | $1.0k | 11.00 | 90.91 | |
Halyard Health (AVNS) | 0.0 | $1.0k | 1.00 | 1000.00 | |
Apergy Corp | 0.0 | $1.0k | 10.00 | 100.00 | |
Pza etf (PZA) | 0.0 | $7.0k | 253.00 | 27.67 | |
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund (RSPH) | 0.0 | $1.0k | 1.00 | 1000.00 | |
Veoneer Incorporated | 0.0 | $1.0k | 10.00 | 100.00 | |
Keurig Dr Pepper (KDP) | 0.0 | $11k | 411.00 | 26.76 | |
Garrett Motion (GTX) | 0.0 | $1.0k | 36.00 | 27.78 | |
Resideo Technologies (REZI) | 0.0 | $1.0k | 62.00 | 16.13 | |
Dell Technologies (DELL) | 0.0 | $29k | 444.00 | 65.32 | |
Kosmos Energy (KOS) | 0.0 | $999.620000 | 151.00 | 6.62 | |
Millendo Therapeutics | 0.0 | $1.0k | 77.00 | 12.99 | |
Livent Corp | 0.0 | $3.0k | 234.00 | 12.82 | |
Office Pptys Income Tr Com Shs Ben Int reit (OPI) | 0.0 | $1.0k | 53.00 | 18.87 |