Destination Wealth Management as of March 31, 2019
Portfolio Holdings for Destination Wealth Management
Destination Wealth Management holds 700 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 |
---|---|---|---|---|---|
iShares Lehman Aggregate Bond (AGG) | 7.5 | $133M | 1.2M | 109.07 | |
iShares S&P 500 Index (IVV) | 7.2 | $128M | 449k | 284.56 | |
SPDR S&P Dividend (SDY) | 4.2 | $74M | 746k | 99.41 | |
Vanguard Growth ETF (VUG) | 3.7 | $65M | 417k | 156.42 | |
iShares S&P SmallCap 600 Index (IJR) | 3.1 | $55M | 717k | 77.15 | |
Apple (AAPL) | 2.9 | $52M | 273k | 189.95 | |
Ishares Tr cmn (STIP) | 2.7 | $49M | 486k | 99.68 | |
iShares S&P NA Tech. Sec. Idx (IGM) | 2.7 | $48M | 231k | 206.21 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 2.6 | $47M | 884k | 52.82 | |
Ishares Inc core msci emkt (IEMG) | 2.4 | $43M | 837k | 51.71 | |
iShares Dow Jones US Utilities (IDU) | 2.4 | $42M | 286k | 147.31 | |
iShares S&P MidCap 400 Index (IJH) | 2.0 | $36M | 188k | 189.40 | |
MasterCard Incorporated (MA) | 1.8 | $33M | 138k | 235.45 | |
Danaher Corporation (DHR) | 1.7 | $31M | 234k | 132.02 | |
Costco Wholesale Corporation (COST) | 1.7 | $31M | 126k | 242.14 | |
iShares MSCI EAFE Index Fund (EFA) | 1.7 | $30M | 458k | 64.86 | |
Johnson & Johnson (JNJ) | 1.6 | $29M | 209k | 139.79 | |
Ishares Tr core tl usd bd (IUSB) | 1.6 | $29M | 570k | 50.60 | |
Chevron Corporation (CVX) | 1.6 | $29M | 232k | 123.18 | |
Berkshire Hathaway (BRK.B) | 1.6 | $28M | 141k | 200.89 | |
Exxon Mobil Corporation (XOM) | 1.6 | $28M | 350k | 80.80 | |
Walt Disney Company (DIS) | 1.6 | $28M | 254k | 111.03 | |
Stryker Corporation (SYK) | 1.6 | $28M | 142k | 197.52 | |
Colgate-Palmolive Company (CL) | 1.6 | $28M | 403k | 68.54 | |
Alphabet Inc Class A cs (GOOGL) | 1.5 | $27M | 23k | 1176.90 | |
Fortive (FTV) | 1.5 | $27M | 318k | 83.89 | |
AFLAC Incorporated (AFL) | 1.5 | $26M | 524k | 50.00 | |
Oracle Corporation (ORCL) | 1.5 | $26M | 483k | 53.71 | |
Abbvie (ABBV) | 1.4 | $25M | 309k | 80.59 | |
Ishares Tr fltg rate nt (FLOT) | 1.3 | $22M | 440k | 50.91 | |
Pfizer (PFE) | 1.1 | $20M | 474k | 42.47 | |
Abbott Laboratories (ABT) | 1.1 | $20M | 248k | 79.94 | |
Ishares Tr core strm usbd (ISTB) | 1.0 | $18M | 364k | 49.86 | |
TJX Companies (TJX) | 1.0 | $18M | 330k | 53.21 | |
Verizon Communications (VZ) | 0.9 | $16M | 273k | 59.13 | |
Ishares High Dividend Equity F (HDV) | 0.9 | $16M | 171k | 93.29 | |
Baxter International (BAX) | 0.9 | $15M | 189k | 81.31 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.8 | $15M | 285k | 51.88 | |
Qualcomm (QCOM) | 0.8 | $14M | 252k | 57.03 | |
Ecolab (ECL) | 0.8 | $14M | 81k | 176.54 | |
At&t (T) | 0.8 | $14M | 439k | 31.36 | |
Ishares Tr cr 5 10 yr etf (IMTB) | 0.8 | $14M | 275k | 49.40 | |
iShares Barclays Govnment/Cdit Bond (GBF) | 0.8 | $13M | 118k | 113.51 | |
Vanguard Large-Cap ETF (VV) | 0.7 | $13M | 99k | 129.80 | |
Etf Managers Tr purefunds ise cy | 0.7 | $12M | 306k | 40.01 | |
Wal-Mart Stores (WMT) | 0.7 | $12M | 120k | 97.53 | |
Citigroup (C) | 0.7 | $12M | 188k | 62.22 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.6 | $11M | 367k | 30.86 | |
Invesco Exchange Traded Fd T s&p500 eql tec (RSPT) | 0.6 | $11M | 63k | 170.10 | |
Visa (V) | 0.6 | $10M | 66k | 156.20 | |
Ross Stores (ROST) | 0.6 | $10M | 108k | 93.10 | |
iShares Russell 1000 Index (IWB) | 0.5 | $8.9M | 57k | 157.31 | |
WisdomTree MidCap Dividend Fund (DON) | 0.5 | $8.8M | 246k | 35.79 | |
iShares Barclays Credit Bond Fund (USIG) | 0.5 | $8.5M | 153k | 55.28 | |
WisdomTree SmallCap Dividend Fund (DES) | 0.5 | $8.5M | 307k | 27.54 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.4 | $7.2M | 107k | 67.61 | |
iShares S&P Global Mat. Sector Inde (MXI) | 0.4 | $6.6M | 103k | 64.16 | |
iShares S&P Global Telecommunicat. (IXP) | 0.3 | $6.1M | 108k | 56.28 | |
Clorox Company (CLX) | 0.3 | $5.6M | 35k | 160.47 | |
Procter & Gamble Company (PG) | 0.3 | $5.4M | 52k | 104.04 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $4.9M | 40k | 123.89 | |
Lockheed Martin Corporation (LMT) | 0.3 | $5.1M | 17k | 300.16 | |
Pepsi (PEP) | 0.3 | $5.0M | 41k | 122.56 | |
Unilever (UL) | 0.3 | $5.0M | 86k | 57.72 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.3 | $4.8M | 87k | 55.14 | |
Coca-Cola Company (KO) | 0.2 | $4.4M | 95k | 46.86 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.2 | $4.0M | 72k | 56.11 | |
Vanguard Health Care ETF (VHT) | 0.2 | $4.1M | 24k | 172.49 | |
Invesco Buyback Achievers Etf equities (PKW) | 0.2 | $4.0M | 68k | 59.63 | |
Pimco Total Return Etf totl (BOND) | 0.2 | $3.8M | 36k | 105.55 | |
Vodafone Group New Adr F (VOD) | 0.2 | $3.9M | 217k | 18.18 | |
Vanguard S&p 500 Etf idx (VOO) | 0.2 | $3.3M | 13k | 259.54 | |
Boeing Company (BA) | 0.2 | $2.9M | 7.5k | 381.37 | |
Vanguard Value ETF (VTV) | 0.2 | $2.8M | 26k | 107.65 | |
Amazon (AMZN) | 0.1 | $2.6M | 1.5k | 1780.95 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.1 | $2.7M | 25k | 105.48 | |
Invesco Senior Loan Etf otr (BKLN) | 0.1 | $2.7M | 121k | 22.64 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.1 | $2.4M | 20k | 118.25 | |
Vanguard REIT ETF (VNQ) | 0.1 | $2.4M | 27k | 86.90 | |
Schwab U S Broad Market ETF (SCHB) | 0.1 | $2.3M | 34k | 68.04 | |
Ishares Tr core div grwth (DGRO) | 0.1 | $2.3M | 63k | 36.75 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $2.1M | 7.6k | 282.52 | |
Vanguard Consumer Discretionary ETF (VCR) | 0.1 | $2.1M | 12k | 172.39 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $2.2M | 59k | 36.55 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $2.1M | 12k | 179.67 | |
iShares Dow Jones US Tele (IYZ) | 0.1 | $1.9M | 65k | 29.74 | |
Chegg (CHGG) | 0.1 | $2.0M | 53k | 38.12 | |
Schwab International Equity ETF (SCHF) | 0.1 | $1.8M | 58k | 31.32 | |
Microsoft Corporation (MSFT) | 0.1 | $1.6M | 14k | 117.97 | |
Charles Schwab Corporation (SCHW) | 0.1 | $1.5M | 35k | 42.75 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $1.4M | 1.2k | 1173.16 | |
Cisco Systems (CSCO) | 0.1 | $1.1M | 21k | 54.00 | |
Intel Corporation (INTC) | 0.1 | $1.1M | 21k | 53.68 | |
Honeywell International (HON) | 0.1 | $1.1M | 7.0k | 158.94 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $986k | 6.5k | 151.39 | |
United Security Bancshares (UBFO) | 0.1 | $1.0M | 95k | 10.60 | |
Eli Lilly & Co. (LLY) | 0.1 | $849k | 6.5k | 129.72 | |
NVIDIA Corporation (NVDA) | 0.1 | $908k | 5.1k | 179.62 | |
Xilinx | 0.1 | $874k | 6.9k | 126.80 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.1 | $840k | 32k | 26.00 | |
JPMorgan Chase & Co. (JPM) | 0.0 | $673k | 6.7k | 101.17 | |
Home Depot (HD) | 0.0 | $779k | 4.1k | 191.97 | |
Edwards Lifesciences (EW) | 0.0 | $673k | 3.5k | 191.25 | |
Synopsys (SNPS) | 0.0 | $753k | 6.5k | 115.19 | |
International Business Machines (IBM) | 0.0 | $733k | 5.2k | 141.04 | |
Merck & Co (MRK) | 0.0 | $785k | 9.4k | 83.12 | |
BioTime | 0.0 | $655k | 500k | 1.31 | |
Schwab U S Small Cap ETF (SCHA) | 0.0 | $675k | 9.7k | 69.92 | |
Facebook Inc cl a (META) | 0.0 | $756k | 4.5k | 166.59 | |
BlackRock (BLK) | 0.0 | $535k | 1.3k | 426.98 | |
Boston Scientific Corporation (BSX) | 0.0 | $494k | 13k | 38.37 | |
Thermo Fisher Scientific (TMO) | 0.0 | $602k | 2.2k | 273.89 | |
Ishares U S Etf Tr int rt hdg c b (IGBH) | 0.0 | $549k | 22k | 24.64 | |
Bank of America Corporation (BAC) | 0.0 | $341k | 12k | 27.62 | |
CVB Financial (CVBF) | 0.0 | $330k | 16k | 21.06 | |
3M Company (MMM) | 0.0 | $370k | 1.8k | 207.63 | |
Cerner Corporation | 0.0 | $287k | 5.0k | 57.16 | |
Nucor Corporation (NUE) | 0.0 | $334k | 5.7k | 58.42 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $350k | 5.3k | 66.25 | |
Texas Instruments Incorporated (TXN) | 0.0 | $268k | 2.5k | 106.10 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $379k | 3.1k | 123.37 | |
Gilead Sciences (GILD) | 0.0 | $428k | 6.6k | 64.98 | |
Applied Materials (AMAT) | 0.0 | $353k | 8.9k | 39.71 | |
Enterprise Products Partners (EPD) | 0.0 | $404k | 14k | 29.11 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $351k | 8.6k | 40.86 | |
Vanguard Emerging Markets ETF (VWO) | 0.0 | $281k | 6.6k | 42.44 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $434k | 3.0k | 142.90 | |
iShares Lehman Short Treasury Bond (SHV) | 0.0 | $282k | 2.6k | 110.50 | |
PIMCO 1-5 Year US TIPS Index Fund (STPZ) | 0.0 | $288k | 5.6k | 51.80 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $426k | 5.4k | 79.48 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $348k | 6.3k | 55.39 | |
Duke Energy (DUK) | 0.0 | $377k | 4.2k | 89.98 | |
BP (BP) | 0.0 | $169k | 3.9k | 43.61 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $145k | 2.0k | 72.25 | |
Comcast Corporation (CMCSA) | 0.0 | $126k | 3.2k | 39.97 | |
Corning Incorporated (GLW) | 0.0 | $163k | 4.9k | 33.00 | |
American Express Company (AXP) | 0.0 | $94k | 859.00 | 109.43 | |
McDonald's Corporation (MCD) | 0.0 | $244k | 1.3k | 190.18 | |
Waste Management (WM) | 0.0 | $218k | 2.1k | 103.86 | |
Wells Fargo & Company (WFC) | 0.0 | $119k | 2.5k | 48.24 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $237k | 890.00 | 266.29 | |
Automatic Data Processing (ADP) | 0.0 | $119k | 745.00 | 159.73 | |
Helmerich & Payne (HP) | 0.0 | $107k | 1.9k | 55.70 | |
Yum! Brands (YUM) | 0.0 | $169k | 1.7k | 99.53 | |
Altria (MO) | 0.0 | $121k | 2.1k | 57.21 | |
Amgen (AMGN) | 0.0 | $161k | 850.00 | 189.41 | |
Intuitive Surgical (ISRG) | 0.0 | $98k | 171.00 | 573.10 | |
Marsh & McLennan Companies (MMC) | 0.0 | $137k | 1.5k | 94.16 | |
Target Corporation (TGT) | 0.0 | $121k | 1.5k | 80.45 | |
UnitedHealth (UNH) | 0.0 | $181k | 734.00 | 246.59 | |
American Electric Power Company (AEP) | 0.0 | $126k | 1.5k | 83.89 | |
Williams Companies (WMB) | 0.0 | $109k | 3.8k | 28.79 | |
Starbucks Corporation (SBUX) | 0.0 | $184k | 2.5k | 74.52 | |
Lowe's Companies (LOW) | 0.0 | $119k | 1.1k | 109.68 | |
Old Republic International Corporation (ORI) | 0.0 | $115k | 5.5k | 20.92 | |
Sempra Energy (SRE) | 0.0 | $188k | 1.5k | 126.09 | |
Varian Medical Systems | 0.0 | $93k | 655.00 | 141.98 | |
Netflix (NFLX) | 0.0 | $177k | 496.00 | 356.85 | |
Toyota Motor Corporation (TM) | 0.0 | $123k | 1.0k | 118.16 | |
SPDR Gold Trust (GLD) | 0.0 | $107k | 875.00 | 122.29 | |
W.R. Grace & Co. | 0.0 | $117k | 1.5k | 78.00 | |
salesforce (CRM) | 0.0 | $100k | 632.00 | 158.23 | |
Illumina (ILMN) | 0.0 | $93k | 300.00 | 310.00 | |
iShares Russell 2000 Index (IWM) | 0.0 | $146k | 953.00 | 153.20 | |
Community Bank System (CBU) | 0.0 | $105k | 1.8k | 59.56 | |
Essex Property Trust (ESS) | 0.0 | $237k | 820.00 | 289.02 | |
Energy Transfer Equity (ET) | 0.0 | $129k | 8.4k | 15.39 | |
Plains All American Pipeline (PAA) | 0.0 | $111k | 4.5k | 24.59 | |
Fresenius Medical Care AG & Co. (FMS) | 0.0 | $128k | 3.1k | 40.69 | |
Realty Income (O) | 0.0 | $147k | 2.0k | 73.50 | |
Technology SPDR (XLK) | 0.0 | $134k | 1.8k | 74.20 | |
Suncor Energy (SU) | 0.0 | $94k | 2.9k | 32.39 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $108k | 312.00 | 346.15 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $134k | 1.4k | 98.10 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $123k | 849.00 | 144.88 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $157k | 1.4k | 109.71 | |
iShares Dow Jones U.S. Index Fund (IYY) | 0.0 | $159k | 1.1k | 141.46 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.0 | $108k | 1.0k | 106.40 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $156k | 1.9k | 84.10 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $108k | 688.00 | 156.98 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.0 | $152k | 1.5k | 101.27 | |
Marathon Petroleum Corp (MPC) | 0.0 | $126k | 2.1k | 59.94 | |
Spdr Ser Tr cmn (FLRN) | 0.0 | $100k | 3.3k | 30.72 | |
Mplx (MPLX) | 0.0 | $195k | 5.9k | 32.89 | |
Ishares Inc msci frntr 100 (FM) | 0.0 | $263k | 9.3k | 28.43 | |
Alibaba Group Holding (BABA) | 0.0 | $219k | 1.2k | 182.04 | |
Medtronic (MDT) | 0.0 | $188k | 2.1k | 91.04 | |
Ishares Tr | 0.0 | $100k | 4.0k | 24.88 | |
Chubb (CB) | 0.0 | $158k | 1.1k | 140.20 | |
Oncocyte | 0.0 | $117k | 30k | 3.95 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.0 | $160k | 3.3k | 48.35 | |
Global X Fds rbtcs artfl in (BOTZ) | 0.0 | $226k | 11k | 20.07 | |
Dowdupont | 0.0 | $124k | 2.3k | 53.13 | |
Invesco Exchng Traded Fd Tr calif amt mun (PWZ) | 0.0 | $175k | 6.7k | 26.28 | |
Agex Therapeutics | 0.0 | $213k | 53k | 4.05 | |
E TRADE Financial Corporation | 0.0 | $2.0k | 39.00 | 51.28 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $46k | 3.6k | 12.78 | |
CMS Energy Corporation (CMS) | 0.0 | $28k | 500.00 | 56.00 | |
HSBC Holdings (HSBC) | 0.0 | $38k | 938.00 | 40.51 | |
ICICI Bank (IBN) | 0.0 | $5.0k | 398.00 | 12.56 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $5.0k | 124.00 | 40.32 | |
Ansys (ANSS) | 0.0 | $2.0k | 9.00 | 222.22 | |
Annaly Capital Management | 0.0 | $49k | 4.9k | 10.02 | |
Cme (CME) | 0.0 | $6.0k | 37.00 | 162.16 | |
Goldman Sachs (GS) | 0.0 | $49k | 257.00 | 190.66 | |
Progressive Corporation (PGR) | 0.0 | $2.0k | 30.00 | 66.67 | |
Starwood Property Trust (STWD) | 0.0 | $59k | 2.7k | 22.21 | |
State Street Corporation (STT) | 0.0 | $50k | 760.00 | 65.79 | |
U.S. Bancorp (USB) | 0.0 | $9.0k | 186.00 | 48.39 | |
Fidelity National Information Services (FIS) | 0.0 | $2.0k | 20.00 | 100.00 | |
PNC Financial Services (PNC) | 0.0 | $9.0k | 71.00 | 126.76 | |
Principal Financial (PFG) | 0.0 | $10k | 192.00 | 52.08 | |
Total System Services | 0.0 | $1.0k | 6.00 | 166.67 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $36k | 715.00 | 50.35 | |
Lincoln National Corporation (LNC) | 0.0 | $3.0k | 43.00 | 69.77 | |
Arthur J. Gallagher & Co. (AJG) | 0.0 | $2.0k | 27.00 | 74.07 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.0 | $12k | 202.00 | 59.41 | |
Moody's Corporation (MCO) | 0.0 | $1.0k | 6.00 | 166.67 | |
Caterpillar (CAT) | 0.0 | $16k | 117.00 | 136.75 | |
CSX Corporation (CSX) | 0.0 | $36k | 477.00 | 75.47 | |
Devon Energy Corporation (DVN) | 0.0 | $13k | 400.00 | 32.50 | |
FedEx Corporation (FDX) | 0.0 | $53k | 291.00 | 182.13 | |
M&T Bank Corporation (MTB) | 0.0 | $1.0k | 4.00 | 250.00 | |
Health Care SPDR (XLV) | 0.0 | $88k | 962.00 | 91.48 | |
Teva Pharmaceutical Industries (TEVA) | 0.0 | $0 | 25.00 | 0.00 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $3.0k | 17.00 | 176.47 | |
Martin Marietta Materials (MLM) | 0.0 | $2.0k | 12.00 | 166.67 | |
Norfolk Southern (NSC) | 0.0 | $24k | 126.00 | 190.48 | |
Sony Corporation (SONY) | 0.0 | $4.0k | 100.00 | 40.00 | |
Brookfield Asset Management | 0.0 | $4.0k | 87.00 | 45.98 | |
Dominion Resources (D) | 0.0 | $6.0k | 84.00 | 71.43 | |
Lennar Corporation (LEN) | 0.0 | $1.0k | 15.00 | 66.67 | |
FirstEnergy (FE) | 0.0 | $35k | 850.00 | 41.18 | |
General Electric Company | 0.0 | $9.0k | 875.00 | 10.29 | |
Bristol Myers Squibb (BMY) | 0.0 | $74k | 1.5k | 47.80 | |
United Parcel Service (UPS) | 0.0 | $45k | 407.00 | 110.57 | |
Autodesk (ADSK) | 0.0 | $2.0k | 10.00 | 200.00 | |
Bank of Hawaii Corporation (BOH) | 0.0 | $39k | 500.00 | 78.00 | |
Brown & Brown (BRO) | 0.0 | $10k | 354.00 | 28.25 | |
CarMax (KMX) | 0.0 | $3.0k | 36.00 | 83.33 | |
Carnival Corporation (CCL) | 0.0 | $20k | 400.00 | 50.00 | |
Continental Resources | 0.0 | $0 | 3.00 | 0.00 | |
Copart (CPRT) | 0.0 | $2.0k | 33.00 | 60.61 | |
Cummins (CMI) | 0.0 | $2.0k | 10.00 | 200.00 | |
Curtiss-Wright (CW) | 0.0 | $74k | 650.00 | 113.85 | |
Franklin Resources (BEN) | 0.0 | $17k | 504.00 | 33.73 | |
Genuine Parts Company (GPC) | 0.0 | $41k | 365.00 | 112.33 | |
Hawaiian Electric Industries (HE) | 0.0 | $0 | 3.00 | 0.00 | |
IDEXX Laboratories (IDXX) | 0.0 | $999.990000 | 3.00 | 333.33 | |
Leggett & Platt (LEG) | 0.0 | $1.0k | 21.00 | 47.62 | |
Microchip Technology (MCHP) | 0.0 | $1.0k | 16.00 | 62.50 | |
NetApp (NTAP) | 0.0 | $32k | 460.00 | 69.57 | |
Northrop Grumman Corporation (NOC) | 0.0 | $52k | 194.00 | 268.04 | |
PPG Industries (PPG) | 0.0 | $2.0k | 22.00 | 90.91 | |
Public Storage (PSA) | 0.0 | $72k | 332.00 | 216.87 | |
RPM International (RPM) | 0.0 | $65k | 1.1k | 58.24 | |
Sealed Air (SEE) | 0.0 | $74k | 1.6k | 46.02 | |
Snap-on Incorporated (SNA) | 0.0 | $6.0k | 39.00 | 153.85 | |
Stanley Black & Decker (SWK) | 0.0 | $27k | 197.00 | 137.06 | |
SYSCO Corporation (SYY) | 0.0 | $21k | 319.00 | 65.83 | |
T. Rowe Price (TROW) | 0.0 | $36k | 359.00 | 100.28 | |
Teradata Corporation (TDC) | 0.0 | $1.0k | 24.00 | 41.67 | |
Sherwin-Williams Company (SHW) | 0.0 | $2.0k | 5.00 | 400.00 | |
Union Pacific Corporation (UNP) | 0.0 | $18k | 106.00 | 169.81 | |
V.F. Corporation (VFC) | 0.0 | $3.0k | 32.00 | 93.75 | |
Watsco, Incorporated (WSO) | 0.0 | $1.0k | 4.00 | 250.00 | |
Brown-Forman Corporation (BF.B) | 0.0 | $0 | 8.00 | 0.00 | |
Harris Corporation | 0.0 | $52k | 323.00 | 160.99 | |
Harley-Davidson (HOG) | 0.0 | $2.0k | 69.00 | 28.99 | |
Verisign (VRSN) | 0.0 | $2.0k | 12.00 | 166.67 | |
Vulcan Materials Company (VMC) | 0.0 | $2.0k | 16.00 | 125.00 | |
Akamai Technologies (AKAM) | 0.0 | $10k | 139.00 | 71.94 | |
Morgan Stanley (MS) | 0.0 | $33k | 771.00 | 42.80 | |
International Paper Company (IP) | 0.0 | $7.0k | 154.00 | 45.45 | |
SVB Financial (SIVBQ) | 0.0 | $8.0k | 38.00 | 210.53 | |
Western Digital (WDC) | 0.0 | $29k | 600.00 | 48.33 | |
Mid-America Apartment (MAA) | 0.0 | $999.960000 | 13.00 | 76.92 | |
Nokia Corporation (NOK) | 0.0 | $1.0k | 111.00 | 9.01 | |
Emerson Electric (EMR) | 0.0 | $12k | 173.00 | 69.36 | |
AmerisourceBergen (COR) | 0.0 | $0 | 2.00 | 0.00 | |
Everest Re Group (EG) | 0.0 | $1.0k | 5.00 | 200.00 | |
Healthcare Realty Trust Incorporated | 0.0 | $16k | 500.00 | 32.00 | |
Vishay Intertechnology (VSH) | 0.0 | $9.0k | 512.00 | 17.58 | |
Mettler-Toledo International (MTD) | 0.0 | $1.0k | 2.00 | 500.00 | |
Mohawk Industries (MHK) | 0.0 | $1.0k | 4.00 | 250.00 | |
National-Oilwell Var | 0.0 | $7.0k | 275.00 | 25.45 | |
Tyson Foods (TSN) | 0.0 | $69k | 1.0k | 69.00 | |
Weight Watchers International | 0.0 | $6.0k | 300.00 | 20.00 | |
SkyWest (SKYW) | 0.0 | $22k | 404.00 | 54.46 | |
Pier 1 Imports | 0.0 | $0 | 438.00 | 0.00 | |
AstraZeneca (AZN) | 0.0 | $49k | 1.2k | 40.83 | |
Koninklijke Philips Electronics NV (PHG) | 0.0 | $26k | 630.00 | 41.27 | |
Raytheon Company | 0.0 | $34k | 185.00 | 183.78 | |
Valero Energy Corporation (VLO) | 0.0 | $72k | 853.00 | 84.41 | |
CVS Caremark Corporation (CVS) | 0.0 | $9.0k | 176.00 | 51.14 | |
Campbell Soup Company (CPB) | 0.0 | $6.0k | 150.00 | 40.00 | |
CenturyLink | 0.0 | $3.0k | 225.00 | 13.33 | |
Becton, Dickinson and (BDX) | 0.0 | $44k | 177.00 | 248.59 | |
Air Products & Chemicals (APD) | 0.0 | $40k | 209.00 | 191.39 | |
Novartis (NVS) | 0.0 | $87k | 901.00 | 96.56 | |
NiSource (NI) | 0.0 | $1.0k | 32.00 | 31.25 | |
American Financial (AFG) | 0.0 | $3.0k | 27.00 | 111.11 | |
Gartner (IT) | 0.0 | $3.0k | 19.00 | 157.89 | |
Aegon | 0.0 | $35k | 7.4k | 4.76 | |
Allstate Corporation (ALL) | 0.0 | $2.0k | 20.00 | 100.00 | |
BB&T Corporation | 0.0 | $12k | 266.00 | 45.11 | |
ConocoPhillips (COP) | 0.0 | $37k | 561.00 | 65.95 | |
Deere & Company (DE) | 0.0 | $52k | 328.00 | 158.54 | |
Diageo (DEO) | 0.0 | $25k | 152.00 | 164.47 | |
eBay (EBAY) | 0.0 | $14k | 370.00 | 37.84 | |
Fluor Corporation (FLR) | 0.0 | $4.0k | 100.00 | 40.00 | |
General Mills (GIS) | 0.0 | $1.0k | 25.00 | 40.00 | |
GlaxoSmithKline | 0.0 | $29k | 701.00 | 41.37 | |
Macy's (M) | 0.0 | $56k | 2.3k | 23.89 | |
NCR Corporation (VYX) | 0.0 | $1.0k | 24.00 | 41.67 | |
Nextera Energy (NEE) | 0.0 | $62k | 322.00 | 192.55 | |
Nike (NKE) | 0.0 | $66k | 781.00 | 84.51 | |
Parker-Hannifin Corporation (PH) | 0.0 | $12k | 70.00 | 171.43 | |
Philip Morris International (PM) | 0.0 | $71k | 806.00 | 88.09 | |
Royal Dutch Shell | 0.0 | $34k | 550.00 | 61.82 | |
Royal Dutch Shell | 0.0 | $52k | 818.00 | 63.57 | |
Schlumberger (SLB) | 0.0 | $26k | 601.00 | 43.26 | |
Unilever | 0.0 | $8.0k | 141.00 | 56.74 | |
United Technologies Corporation | 0.0 | $84k | 650.00 | 129.23 | |
Weyerhaeuser Company (WY) | 0.0 | $5.0k | 200.00 | 25.00 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $32k | 400.00 | 80.00 | |
Biogen Idec (BIIB) | 0.0 | $69k | 290.00 | 237.93 | |
Ford Motor Company (F) | 0.0 | $35k | 4.0k | 8.80 | |
Echostar Corporation (SATS) | 0.0 | $0 | 3.00 | 0.00 | |
Exelon Corporation (EXC) | 0.0 | $10k | 200.00 | 50.00 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $48k | 3.7k | 12.81 | |
PG&E Corporation (PCG) | 0.0 | $24k | 1.3k | 17.99 | |
Henry Schein (HSIC) | 0.0 | $5.0k | 80.00 | 62.50 | |
Southern Company (SO) | 0.0 | $55k | 1.1k | 52.03 | |
Illinois Tool Works (ITW) | 0.0 | $11k | 80.00 | 137.50 | |
Murphy Oil Corporation (MUR) | 0.0 | $47k | 1.6k | 29.23 | |
Accenture (ACN) | 0.0 | $37k | 211.00 | 175.36 | |
Anheuser-Busch InBev NV (BUD) | 0.0 | $37k | 437.00 | 84.67 | |
EOG Resources (EOG) | 0.0 | $57k | 602.00 | 94.68 | |
Novo Nordisk A/S (NVO) | 0.0 | $20k | 379.00 | 52.77 | |
Cintas Corporation (CTAS) | 0.0 | $43k | 215.00 | 200.00 | |
International Speedway Corporation | 0.0 | $52k | 1.2k | 43.33 | |
Markel Corporation (MKL) | 0.0 | $28k | 28.00 | 1000.00 | |
Fifth Third Ban (FITB) | 0.0 | $8.0k | 315.00 | 25.40 | |
Prudential Financial (PRU) | 0.0 | $19k | 206.00 | 92.23 | |
Hospitality Properties Trust | 0.0 | $42k | 1.6k | 26.40 | |
Dollar Tree (DLTR) | 0.0 | $15k | 143.00 | 104.90 | |
Msci (MSCI) | 0.0 | $1.0k | 4.00 | 250.00 | |
Monarch Casino & Resort (MCRI) | 0.0 | $11k | 250.00 | 44.00 | |
AutoZone (AZO) | 0.0 | $1.0k | 1.00 | 1000.00 | |
Service Corporation International (SCI) | 0.0 | $20k | 500.00 | 40.00 | |
Omni (OMC) | 0.0 | $2.0k | 26.00 | 76.92 | |
AvalonBay Communities (AVB) | 0.0 | $62k | 310.00 | 200.00 | |
Fiserv (FI) | 0.0 | $36k | 410.00 | 87.80 | |
Dover Corporation (DOV) | 0.0 | $2.0k | 17.00 | 117.65 | |
Bce (BCE) | 0.0 | $8.0k | 187.00 | 42.78 | |
Xcel Energy (XEL) | 0.0 | $14k | 253.00 | 55.34 | |
Magna Intl Inc cl a (MGA) | 0.0 | $999.970000 | 19.00 | 52.63 | |
Fastenal Company (FAST) | 0.0 | $999.990000 | 9.00 | 111.11 | |
Pioneer Natural Resources | 0.0 | $74k | 489.00 | 151.33 | |
Roper Industries (ROP) | 0.0 | $2.0k | 5.00 | 400.00 | |
Verisk Analytics (VRSK) | 0.0 | $2.0k | 15.00 | 133.33 | |
Marathon Oil Corporation (MRO) | 0.0 | $33k | 2.0k | 16.50 | |
Constellation Brands (STZ) | 0.0 | $63k | 360.00 | 175.00 | |
Southwest Gas Corporation (SWX) | 0.0 | $10k | 122.00 | 81.97 | |
Ventas (VTR) | 0.0 | $59k | 928.00 | 63.58 | |
Delta Air Lines (DAL) | 0.0 | $11k | 222.00 | 49.55 | |
Rite Aid Corporation | 0.0 | $41k | 65k | 0.63 | |
Advanced Micro Devices (AMD) | 0.0 | $41k | 1.6k | 25.62 | |
Goldcorp | 0.0 | $6.0k | 504.00 | 11.90 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $42k | 378.00 | 111.11 | |
Energy Select Sector SPDR (XLE) | 0.0 | $11k | 162.00 | 67.90 | |
Micron Technology (MU) | 0.0 | $17k | 400.00 | 42.50 | |
Juniper Networks (JNPR) | 0.0 | $4.0k | 161.00 | 24.84 | |
Activision Blizzard | 0.0 | $6.0k | 124.00 | 48.39 | |
Entergy Corporation (ETR) | 0.0 | $1.0k | 14.00 | 71.43 | |
Baidu (BIDU) | 0.0 | $82k | 500.00 | 164.00 | |
Enbridge (ENB) | 0.0 | $25k | 697.00 | 35.87 | |
Humana (HUM) | 0.0 | $31k | 115.00 | 269.57 | |
Kadant (KAI) | 0.0 | $11k | 121.00 | 90.91 | |
Key (KEY) | 0.0 | $71k | 4.5k | 15.83 | |
Seagate Technology Com Stk | 0.0 | $48k | 1.0k | 47.57 | |
Amer (UHAL) | 0.0 | $0 | 1.00 | 0.00 | |
Lam Research Corporation (LRCX) | 0.0 | $9.0k | 51.00 | 176.47 | |
Macquarie Infrastructure Company | 0.0 | $35k | 856.00 | 40.89 | |
MKS Instruments (MKSI) | 0.0 | $19k | 203.00 | 93.60 | |
PennantPark Investment (PNNT) | 0.0 | $61k | 8.9k | 6.89 | |
Align Technology (ALGN) | 0.0 | $4.0k | 14.00 | 285.71 | |
Canadian Solar (CSIQ) | 0.0 | $4.0k | 200.00 | 20.00 | |
DTE Energy Company (DTE) | 0.0 | $2.0k | 15.00 | 133.33 | |
FMC Corporation (FMC) | 0.0 | $10k | 128.00 | 78.12 | |
GameStop (GME) | 0.0 | $30k | 2.9k | 10.25 | |
Hormel Foods Corporation (HRL) | 0.0 | $85k | 1.9k | 44.53 | |
Alliant Energy Corporation (LNT) | 0.0 | $19k | 400.00 | 47.50 | |
Southwest Airlines (LUV) | 0.0 | $33k | 634.00 | 52.05 | |
Vail Resorts (MTN) | 0.0 | $1.0k | 6.00 | 166.67 | |
NuStar Energy | 0.0 | $42k | 1.6k | 26.96 | |
Omega Healthcare Investors (OHI) | 0.0 | $53k | 1.4k | 37.94 | |
Prudential Public Limited Company (PUK) | 0.0 | $32k | 796.00 | 40.20 | |
Raymond James Financial (RJF) | 0.0 | $7.0k | 91.00 | 76.92 | |
TC Pipelines | 0.0 | $87k | 2.3k | 37.48 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $0 | 1.00 | 0.00 | |
Westpac Banking Corporation | 0.0 | $42k | 2.3k | 18.62 | |
Abb (ABBNY) | 0.0 | $2.0k | 100.00 | 20.00 | |
Celgene Corporation | 0.0 | $11k | 118.00 | 93.22 | |
Centene Corporation (CNC) | 0.0 | $13k | 254.00 | 51.18 | |
Teekay Lng Partners | 0.0 | $38k | 2.5k | 15.13 | |
Wabtec Corporation (WAB) | 0.0 | $0 | 4.00 | 0.00 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $13k | 106.00 | 122.64 | |
Bancolombia (CIB) | 0.0 | $8.0k | 150.00 | 53.33 | |
Huaneng Power International | 0.0 | $38k | 1.6k | 23.18 | |
Jack Henry & Associates (JKHY) | 0.0 | $31k | 224.00 | 138.39 | |
National Fuel Gas (NFG) | 0.0 | $0 | 1.00 | 0.00 | |
Nice Systems (NICE) | 0.0 | $11k | 93.00 | 118.28 | |
TransDigm Group Incorporated (TDG) | 0.0 | $5.0k | 10.00 | 500.00 | |
VMware | 0.0 | $1.0k | 4.00 | 250.00 | |
Westlake Chemical Corporation (WLK) | 0.0 | $0 | 5.00 | 0.00 | |
Providence Service Corporation | 0.0 | $5.0k | 69.00 | 72.46 | |
San Juan Basin Royalty Trust (SJT) | 0.0 | $2.0k | 333.00 | 6.01 | |
iShares Gold Trust | 0.0 | $16k | 1.3k | 12.73 | |
Cerus Corporation (CERS) | 0.0 | $13k | 2.2k | 6.05 | |
HEICO Corporation (HEI.A) | 0.0 | $0 | 2.00 | 0.00 | |
Intrepid Potash | 0.0 | $0 | 100.00 | 0.00 | |
Kennedy-Wilson Holdings (KW) | 0.0 | $999.960000 | 39.00 | 25.64 | |
Oppenheimer Holdings (OPY) | 0.0 | $18k | 674.00 | 26.71 | |
SPDR KBW Regional Banking (KRE) | 0.0 | $13k | 250.00 | 52.00 | |
Teck Resources Ltd cl b (TECK) | 0.0 | $5.0k | 200.00 | 25.00 | |
Hyatt Hotels Corporation (H) | 0.0 | $1.0k | 10.00 | 100.00 | |
B&G Foods (BGS) | 0.0 | $35k | 1.4k | 24.22 | |
American International (AIG) | 0.0 | $4.0k | 103.00 | 38.83 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $17k | 140.00 | 121.43 | |
iShares S&P 500 Growth Index (IVW) | 0.0 | $8.0k | 45.00 | 177.78 | |
iShares Russell Midcap Value Index (IWS) | 0.0 | $25k | 284.00 | 88.03 | |
iShares S&P MidCap 400 Growth (IJK) | 0.0 | $76k | 345.00 | 220.29 | |
iShares Russell 2000 Value Index (IWN) | 0.0 | $13k | 105.00 | 123.81 | |
Kimco Realty Corporation (KIM) | 0.0 | $42k | 2.3k | 18.49 | |
Oneok (OKE) | 0.0 | $10k | 150.00 | 66.67 | |
ProShares Ultra S&P500 (SSO) | 0.0 | $2.0k | 20.00 | 100.00 | |
Regency Centers Corporation (REG) | 0.0 | $999.940000 | 17.00 | 58.82 | |
Financial Select Sector SPDR (XLF) | 0.0 | $30k | 1.2k | 25.77 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $80k | 310.00 | 258.06 | |
Dollar General (DG) | 0.0 | $10k | 86.00 | 116.28 | |
KAR Auction Services (KAR) | 0.0 | $0 | 9.00 | 0.00 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $35k | 401.00 | 87.28 | |
Colfax Corporation | 0.0 | $1.0k | 32.00 | 31.25 | |
Garmin (GRMN) | 0.0 | $8.0k | 90.00 | 88.89 | |
iShares Silver Trust (SLV) | 0.0 | $7.0k | 524.00 | 13.36 | |
Tesla Motors (TSLA) | 0.0 | $36k | 128.00 | 281.25 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $49k | 441.00 | 111.11 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $15k | 116.00 | 129.31 | |
SPDR S&P Biotech (XBI) | 0.0 | $14k | 156.00 | 89.74 | |
QEP Resources | 0.0 | $59k | 7.6k | 7.75 | |
RealPage | 0.0 | $999.960000 | 13.00 | 76.92 | |
EXACT Sciences Corporation (EXAS) | 0.0 | $87k | 1.0k | 87.00 | |
SPDR S&P China (GXC) | 0.0 | $10k | 100.00 | 100.00 | |
IRIDEX Corporation (IRIX) | 0.0 | $25k | 5.5k | 4.55 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $17k | 96.00 | 177.08 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $61k | 380.00 | 160.53 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $44k | 289.00 | 152.25 | |
Alerian Mlp Etf | 0.0 | $10k | 1.0k | 9.72 | |
Flaherty & Crumrine Pref. Income (PFD) | 0.0 | $21k | 1.5k | 13.82 | |
Industries N shs - a - (LYB) | 0.0 | $28k | 335.00 | 83.58 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $68k | 602.00 | 112.96 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $24k | 215.00 | 111.63 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $66k | 449.00 | 146.99 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $84k | 1.0k | 81.47 | |
General Motors Company (GM) | 0.0 | $2.0k | 54.00 | 37.04 | |
First Republic Bank/san F (FRCB) | 0.0 | $32k | 317.00 | 100.95 | |
Howard Hughes | 0.0 | $999.990000 | 9.00 | 111.11 | |
O'reilly Automotive (ORLY) | 0.0 | $18k | 46.00 | 391.30 | |
Sun Communities (SUI) | 0.0 | $17k | 140.00 | 121.43 | |
Maiden Holdings (MHLD) | 0.0 | $999.000000 | 900.00 | 1.11 | |
Motorola Solutions (MSI) | 0.0 | $1.0k | 4.00 | 250.00 | |
Vanguard European ETF (VGK) | 0.0 | $2.0k | 42.00 | 47.62 | |
Vanguard High Dividend Yield ETF (VYM) | 0.0 | $30k | 346.00 | 86.71 | |
SPDR DB Int'l Govt Infl Pro Bond (WIP) | 0.0 | $11k | 200.00 | 55.00 | |
Takeda Pharmaceutical (TAK) | 0.0 | $8.0k | 402.00 | 19.90 | |
Nuveen Equity Premium Income Fund (BXMX) | 0.0 | $79k | 6.0k | 13.24 | |
Ipath Dow Jones-aig Commodity (DJP) | 0.0 | $10k | 435.00 | 22.99 | |
iShares Morningstar Large Growth (ILCG) | 0.0 | $8.0k | 43.00 | 186.05 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $12k | 108.00 | 111.11 | |
iShares MSCI Germany Index Fund (EWG) | 0.0 | $14k | 535.00 | 26.17 | |
Direxion Daily Tech Bull 3x (TECL) | 0.0 | $26k | 190.00 | 136.84 | |
iShares MSCI Australia Index Fund (EWA) | 0.0 | $17k | 798.00 | 21.30 | |
SPDR Barclays Capital Short Term Int ETF (BWZ) | 0.0 | $9.0k | 289.00 | 31.14 | |
First Trust IPOX-100 Index Fund (FPX) | 0.0 | $19k | 252.00 | 75.40 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.0 | $27k | 223.00 | 121.08 | |
iShares Dow Jones US Industrial (IYJ) | 0.0 | $54k | 357.00 | 151.26 | |
iShares Dow Jones US Medical Dev. (IHI) | 0.0 | $28k | 120.00 | 233.33 | |
iShares Dow Jones US Technology (IYW) | 0.0 | $39k | 205.00 | 190.24 | |
iShares S&P Global Energy Sector (IXC) | 0.0 | $67k | 2.0k | 33.86 | |
iShares MSCI Spain Index (EWP) | 0.0 | $9.0k | 300.00 | 30.00 | |
SPDR DJ Wilshire Mid Cap Growth (MDYG) | 0.0 | $35k | 666.00 | 52.55 | |
Vanguard Utilities ETF (VPU) | 0.0 | $7.0k | 56.00 | 125.00 | |
John Hancock Preferred Income Fund (HPI) | 0.0 | $6.0k | 283.00 | 21.20 | |
iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.0 | $5.0k | 24.00 | 208.33 | |
Nuveen Quality Pref. Inc. Fund II | 0.0 | $81k | 9.0k | 8.96 | |
Source Capital (SOR) | 0.0 | $44k | 1.2k | 35.89 | |
First Trust Amex Biotech Index Fnd (FBT) | 0.0 | $4.0k | 24.00 | 166.67 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 0.0 | $16k | 500.00 | 32.00 | |
MFS Intermediate High Income Fund (CIF) | 0.0 | $4.0k | 1.6k | 2.51 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 0.0 | $34k | 558.00 | 60.93 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.0 | $12k | 401.00 | 29.93 | |
SPDR Barclays Capital Aggregate Bo (SPAB) | 0.0 | $34k | 1.2k | 28.33 | |
SPDR Barclays Capital Inter Term (SPTI) | 0.0 | $6.0k | 103.00 | 58.25 | |
Vanguard Energy ETF (VDE) | 0.0 | $22k | 246.00 | 89.43 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $42k | 400.00 | 105.00 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $27k | 311.00 | 86.82 | |
New York Mortgage Trust | 0.0 | $9.0k | 1.4k | 6.43 | |
Schwab Strategic Tr intrm trm (SCHR) | 0.0 | $29k | 545.00 | 53.21 | |
ProShares Ultra Basic Materials (UYM) | 0.0 | $0 | 0 | 0.00 | |
Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.0 | $12k | 100.00 | 120.00 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.0 | $31k | 588.00 | 52.72 | |
Schwab Strategic Tr 0 (SCHP) | 0.0 | $45k | 824.00 | 54.61 | |
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 0.0 | $18k | 516.00 | 34.88 | |
Direxion Daily Semiconductor Bull 3X (SOXL) | 0.0 | $17k | 120.00 | 141.67 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 0.0 | $83k | 1.6k | 50.46 | |
American Shared Hospital Services (AMS) | 0.0 | $999.000000 | 300.00 | 3.33 | |
Proshares Tr ultrpro dow30 (UDOW) | 0.0 | $12k | 120.00 | 100.00 | |
Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.0 | $26k | 430.00 | 60.47 | |
Willdan (WLDN) | 0.0 | $71k | 1.9k | 36.96 | |
American Intl Group | 0.0 | $0 | 26.00 | 0.00 | |
Te Connectivity Ltd for (TEL) | 0.0 | $2.0k | 30.00 | 66.67 | |
Kinder Morgan (KMI) | 0.0 | $64k | 3.2k | 20.12 | |
Solar Senior Capital | 0.0 | $45k | 2.6k | 17.01 | |
Spdr S&p Emerging Mkts Dividen inx (EDIV) | 0.0 | $17k | 528.00 | 32.20 | |
Apollo Global Management 'a' | 0.0 | $48k | 1.7k | 28.25 | |
Prologis (PLD) | 0.0 | $14k | 189.00 | 74.07 | |
Air Lease Corp (AL) | 0.0 | $10k | 304.00 | 32.89 | |
Cbre Clarion Global Real Estat re (IGR) | 0.0 | $6.0k | 738.00 | 8.13 | |
Pvh Corporation (PVH) | 0.0 | $6.0k | 50.00 | 120.00 | |
Cbre Group Inc Cl A (CBRE) | 0.0 | $3.0k | 58.00 | 51.72 | |
Cubesmart (CUBE) | 0.0 | $1.0k | 18.00 | 55.56 | |
Pimco Etf Tr 0-5 high yield (HYS) | 0.0 | $5.0k | 51.00 | 98.04 | |
Suncoke Energy (SXC) | 0.0 | $1.0k | 77.00 | 12.99 | |
Brookfield Renewable energy partners lpu (BEP) | 0.0 | $44k | 1.4k | 31.72 | |
Direxion Daily Fin Bull 3x dly (FAS) | 0.0 | $18k | 290.00 | 62.07 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $39k | 739.00 | 52.77 | |
Ishares Tr eafe min volat (EFAV) | 0.0 | $5.0k | 66.00 | 75.76 | |
Spdr Short-term High Yield mf (SJNK) | 0.0 | $36k | 1.3k | 26.97 | |
Aon | 0.0 | $10k | 56.00 | 178.57 | |
Caesars Entertainment | 0.0 | $3.0k | 300.00 | 10.00 | |
Guidewire Software (GWRE) | 0.0 | $1.0k | 8.00 | 125.00 | |
Phillips 66 (PSX) | 0.0 | $34k | 354.00 | 96.05 | |
Rowan Companies | 0.0 | $10k | 900.00 | 11.11 | |
Spdr Ser Tr shrt trsry etf (SPTS) | 0.0 | $6.0k | 204.00 | 29.41 | |
Ingredion Incorporated (INGR) | 0.0 | $12k | 122.00 | 98.36 | |
Mondelez Int (MDLZ) | 0.0 | $74k | 1.5k | 50.14 | |
Asml Holding (ASML) | 0.0 | $33k | 175.00 | 188.57 | |
Eaton (ETN) | 0.0 | $26k | 319.00 | 81.50 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $10k | 164.00 | 60.98 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $11k | 106.00 | 103.77 | |
Metropcs Communications (TMUS) | 0.0 | $1.0k | 10.00 | 100.00 | |
Liberty Global Inc C | 0.0 | $1.0k | 25.00 | 40.00 | |
Liberty Global Inc Com Ser A | 0.0 | $0 | 13.00 | 0.00 | |
Brookfield Ppty Partners L P unit ltd partn | 0.0 | $40k | 1.9k | 20.61 | |
Cdw (CDW) | 0.0 | $0 | 4.00 | 0.00 | |
Flexshares Tr intl qltdv def (IQDE) | 0.0 | $10k | 454.00 | 22.03 | |
Leidos Holdings (LDOS) | 0.0 | $50k | 777.00 | 64.35 | |
Science App Int'l (SAIC) | 0.0 | $75k | 971.00 | 77.24 | |
Fireeye | 0.0 | $2.0k | 100.00 | 20.00 | |
Sch Fnd Intl Lg Etf (FNDF) | 0.0 | $25k | 922.00 | 27.11 | |
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) | 0.0 | $40k | 1.4k | 28.03 | |
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 0.0 | $44k | 1.2k | 37.67 | |
Kraneshares Tr csi chi internet (KWEB) | 0.0 | $7.0k | 150.00 | 46.67 | |
Intercontinental Exchange (ICE) | 0.0 | $11k | 141.00 | 78.01 | |
Ambev Sa- (ABEV) | 0.0 | $22k | 5.0k | 4.40 | |
Schwab Strategic Tr schwb fdt int sc (FNDC) | 0.0 | $2.0k | 78.00 | 25.64 | |
American Airls (AAL) | 0.0 | $999.900000 | 30.00 | 33.33 | |
Columbia Ppty Tr | 0.0 | $16k | 706.00 | 22.66 | |
Veeva Sys Inc cl a (VEEV) | 0.0 | $14k | 110.00 | 127.27 | |
0.0 | $84k | 2.6k | 32.81 | ||
Wix (WIX) | 0.0 | $1.0k | 10.00 | 100.00 | |
Ishares Tr 0-5yr hi yl cp (SHYG) | 0.0 | $83k | 1.8k | 46.89 | |
Brixmor Prty (BRX) | 0.0 | $46k | 2.5k | 18.43 | |
Enlink Midstream (ENLC) | 0.0 | $86k | 6.7k | 12.74 | |
Heron Therapeutics (HRTX) | 0.0 | $0 | 2.00 | 0.00 | |
Fnf (FNF) | 0.0 | $1.0k | 24.00 | 41.67 | |
Trinseo S A | 0.0 | $9.0k | 206.00 | 43.69 | |
Ishares U S Etf Tr it rt hdg hgyl (HYGH) | 0.0 | $80k | 896.00 | 89.29 | |
Cdk Global Inc equities | 0.0 | $8.0k | 136.00 | 58.82 | |
Synchrony Financial (SYF) | 0.0 | $1.0k | 23.00 | 43.48 | |
Eldorado Resorts | 0.0 | $2.0k | 50.00 | 40.00 | |
Keysight Technologies (KEYS) | 0.0 | $17k | 200.00 | 85.00 | |
Suno (SUN) | 0.0 | $56k | 1.8k | 30.91 | |
Anthem (ELV) | 0.0 | $31k | 107.00 | 289.72 | |
Walgreen Boots Alliance (WBA) | 0.0 | $13k | 200.00 | 65.00 | |
Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $3.0k | 43.00 | 69.77 | |
Crown Castle Intl (CCI) | 0.0 | $8.0k | 60.00 | 133.33 | |
Liberty Broadband Cl C (LBRDK) | 0.0 | $1.0k | 7.00 | 142.86 | |
Liberty Broadband Corporation (LBRDA) | 0.0 | $0 | 5.00 | 0.00 | |
Habit Restaurants Inc/the-a | 0.0 | $11k | 1.0k | 11.00 | |
Pra Health Sciences | 0.0 | $10k | 89.00 | 112.36 | |
Ishares U S Etf Tr Commodities Select Strategy Etf (COMT) | 0.0 | $7.0k | 220.00 | 31.82 | |
Iron Mountain (IRM) | 0.0 | $52k | 1.5k | 35.57 | |
Equinix (EQIX) | 0.0 | $999.990000 | 3.00 | 333.33 | |
Momo | 0.0 | $8.0k | 220.00 | 36.36 | |
Ark Etf Tr gen rev mltsct (ARKG) | 0.0 | $11k | 332.00 | 33.13 | |
Eversource Energy (ES) | 0.0 | $3.0k | 36.00 | 83.33 | |
Summit Matls Inc cl a (SUM) | 0.0 | $0 | 25.00 | 0.00 | |
Chimera Investment Corp etf | 0.0 | $3.0k | 139.00 | 21.58 | |
Fidelity msci rl est etf (FREL) | 0.0 | $12k | 467.00 | 25.70 | |
Allergan | 0.0 | $15k | 100.00 | 150.00 | |
Relx (RELX) | 0.0 | $5.0k | 250.00 | 20.00 | |
Shopify Inc cl a (SHOP) | 0.0 | $0 | 1.00 | 0.00 | |
Kraft Heinz (KHC) | 0.0 | $9.0k | 283.00 | 31.80 | |
Bwx Technologies (BWXT) | 0.0 | $82k | 1.7k | 49.70 | |
Transunion (TRU) | 0.0 | $2.0k | 25.00 | 80.00 | |
Paypal Holdings (PYPL) | 0.0 | $51k | 493.00 | 103.45 | |
Welltower Inc Com reit (WELL) | 0.0 | $10k | 130.00 | 76.92 | |
First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) | 0.0 | $1.0k | 47.00 | 21.28 | |
Hp (HPQ) | 0.0 | $38k | 2.0k | 19.25 | |
Dbx Etf Tr eafe hgh dv yl (HDEF) | 0.0 | $21k | 936.00 | 22.44 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $32k | 2.0k | 15.66 | |
Pure Storage Inc - Class A (PSTG) | 0.0 | $22k | 1.0k | 22.00 | |
Novocure Ltd ord (NVCR) | 0.0 | $2.0k | 50.00 | 40.00 | |
Square Inc cl a (SQ) | 0.0 | $9.0k | 125.00 | 72.00 | |
Willis Towers Watson (WTW) | 0.0 | $15k | 86.00 | 174.42 | |
Real Estate Select Sect Spdr (XLRE) | 0.0 | $2.0k | 48.00 | 41.67 | |
Gcp Applied Technologies | 0.0 | $44k | 1.5k | 29.33 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $29k | 1.3k | 22.38 | |
Vaneck Vectors Agribusiness alt (MOO) | 0.0 | $6.0k | 100.00 | 60.00 | |
S&p Global (SPGI) | 0.0 | $3.0k | 16.00 | 187.50 | |
Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 0.0 | $1.0k | 11.00 | 90.91 | |
Market Vectors Etf Tr Pfd Sec (PFXF) | 0.0 | $10k | 536.00 | 18.66 | |
California Res Corp | 0.0 | $6.0k | 240.00 | 25.00 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $2.0k | 5.00 | 400.00 | |
Coca Cola European Partners (CCEP) | 0.0 | $16k | 305.00 | 52.46 | |
Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.0 | $24k | 509.00 | 47.15 | |
Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund (FLTR) | 0.0 | $13k | 503.00 | 25.84 | |
Us Foods Hldg Corp call (USFD) | 0.0 | $1.0k | 27.00 | 37.04 | |
Vaneck Vectors Etf Tr cef mun income e (XMPT) | 0.0 | $14k | 522.00 | 26.82 | |
Vaneck Vectors Etf Tr mtg reit income (MORT) | 0.0 | $18k | 749.00 | 24.03 | |
Vaneck Vectors Etf Tr bdc income etf (BIZD) | 0.0 | $19k | 1.1k | 16.62 | |
Vaneck Vectors Etf Tr fallen angel hg (ANGL) | 0.0 | $15k | 529.00 | 28.36 | |
Vaneck Vectors Etf Tr emerging mkts | 0.0 | $4.0k | 211.00 | 18.96 | |
Ihs Markit | 0.0 | $2.0k | 31.00 | 64.52 | |
American Finance Trust Inc ltd partnership | 0.0 | $16k | 1.4k | 11.13 | |
Ishares Tr faln angls usd (FALN) | 0.0 | $86k | 3.3k | 26.42 | |
Triton International | 0.0 | $6.0k | 200.00 | 30.00 | |
Advansix (ASIX) | 0.0 | $3.0k | 113.00 | 26.55 | |
Agnc Invt Corp Com reit (AGNC) | 0.0 | $57k | 3.2k | 17.98 | |
Columbia Emerging Markets Consumer Etf etf (ECON) | 0.0 | $32k | 1.4k | 22.60 | |
Contura Energy | 0.0 | $0 | 8.00 | 0.00 | |
Ishares Msci Italy Capped Et etp (EWI) | 0.0 | $14k | 500.00 | 28.00 | |
Yum China Holdings (YUMC) | 0.0 | $81k | 1.8k | 45.08 | |
Lamb Weston Hldgs (LW) | 0.0 | $37k | 499.00 | 74.15 | |
L3 Technologies | 0.0 | $2.0k | 10.00 | 200.00 | |
Liberty Expedia Holdings ser a | 0.0 | $0 | 7.00 | 0.00 | |
Sba Communications Corp (SBAC) | 0.0 | $4.0k | 21.00 | 190.48 | |
Park Hotels & Resorts Inc-wi (PK) | 0.0 | $53k | 1.7k | 30.94 | |
Canopy Gro | 0.0 | $2.0k | 50.00 | 40.00 | |
Dbx Etf Tr deutsche usd etf (HYLB) | 0.0 | $31k | 632.00 | 49.05 | |
Varex Imaging (VREX) | 0.0 | $4.0k | 115.00 | 34.78 | |
Snap Inc cl a (SNAP) | 0.0 | $3.0k | 230.00 | 13.04 | |
Dxc Technology (DXC) | 0.0 | $11k | 167.00 | 65.87 | |
Veon | 0.0 | $31k | 15k | 2.10 | |
Axon Enterprise (AXON) | 0.0 | $54k | 1.0k | 54.00 | |
Xerox | 0.0 | $999.880000 | 28.00 | 35.71 | |
Altaba | 0.0 | $35k | 471.00 | 74.31 | |
Cloudera | 0.0 | $3.0k | 262.00 | 11.45 | |
Frontier Communication | 0.0 | $0 | 44.00 | 0.00 | |
Micro Focus Intl | 0.0 | $1.0k | 54.00 | 18.52 | |
Black Knight | 0.0 | $2.0k | 37.00 | 54.05 | |
Delphi Automotive Inc international (APTV) | 0.0 | $9.0k | 119.00 | 75.63 | |
Nutrien (NTR) | 0.0 | $11k | 215.00 | 51.16 | |
Vaneck Vectors Etf Tr ndr cmg ln flt (LFEQ) | 0.0 | $40k | 1.5k | 26.39 | |
Booking Holdings (BKNG) | 0.0 | $45k | 26.00 | 1730.77 | |
Gci Liberty Incorporated | 0.0 | $1.0k | 14.00 | 71.43 | |
Broadcom (AVGO) | 0.0 | $41k | 136.00 | 301.47 | |
Industrial Logistics pfds, reits (ILPT) | 0.0 | $20k | 985.00 | 20.30 | |
Spotify Technology Sa (SPOT) | 0.0 | $7.0k | 50.00 | 140.00 | |
Invesco Emerging Markets S etf (PCY) | 0.0 | $11k | 375.00 | 29.33 | |
Kkr & Co (KKR) | 0.0 | $11k | 452.00 | 24.34 | |
Invesco S&p 500 Low Volatility Etf (SPLV) | 0.0 | $10k | 184.00 | 54.35 | |
Perspecta | 0.0 | $999.840000 | 48.00 | 20.83 | |
Equinor Asa (EQNR) | 0.0 | $7.0k | 300.00 | 23.33 | |
Pgx etf (PGX) | 0.0 | $0 | 8.00 | 0.00 | |
Credit Suisse Nassau Brh velocity shs dai | 0.0 | $999.900000 | 30.00 | 33.33 | |
Docusign (DOCU) | 0.0 | $8.0k | 161.00 | 49.69 | |
Colony Cap Inc New cl a | 0.0 | $17k | 3.2k | 5.31 | |
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund (RSPH) | 0.0 | $11k | 55.00 | 200.00 | |
Invesco Exch-traded Fd Tr Div etf (PFM) | 0.0 | $20k | 718.00 | 27.86 | |
Invesco S&p Emerging etf - e (EELV) | 0.0 | $14k | 562.00 | 24.91 | |
Invesco Dwa Industrials Momentum Etf dwa indls mumt (PRN) | 0.0 | $60k | 980.00 | 61.22 | |
Vaneck Vectors Etf Tr real asset (RAAX) | 0.0 | $28k | 1.1k | 25.32 | |
Garrett Motion (GTX) | 0.0 | $4.0k | 293.00 | 13.65 | |
Seadrill | 0.0 | $0 | 4.00 | 0.00 | |
Northwest Natural Holdin (NWN) | 0.0 | $66k | 1.0k | 65.28 | |
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf etf (EMLC) | 0.0 | $9.0k | 281.00 | 32.03 | |
Aberdeen Standard Physical Silver Shares Etf etf (SIVR) | 0.0 | $5.0k | 308.00 | 16.23 | |
Linde | 0.0 | $10k | 55.00 | 181.82 | |
Cigna Corp (CI) | 0.0 | $7.0k | 45.00 | 155.56 | |
Thomson Reuters Corp | 0.0 | $10k | 170.00 | 58.82 | |
Resideo Technologies (REZI) | 0.0 | $9.0k | 488.00 | 18.44 | |
Dell Technologies (DELL) | 0.0 | $11k | 180.00 | 61.11 | |
Livent Corp | 0.0 | $2.0k | 164.00 | 12.20 | |
Office Pptys Income Tr Com Shs Ben Int reit (OPI) | 0.0 | $14k | 510.00 | 27.45 | |
Covetrus | 0.0 | $1.0k | 32.00 | 31.25 | |
Lyft (LYFT) | 0.0 | $2.0k | 24.00 | 83.33 |