Hartford Financial Management as of June 30, 2019
Portfolio Holdings for Hartford Financial Management
Hartford Financial Management holds 361 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Ser Tr cmn (FLRN) | 2.9 | $8.7M | 283k | 30.73 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $8.6M | 77k | 111.80 | |
| CSX Corporation (CSX) | 2.8 | $8.5M | 109k | 77.37 | |
| First Trust Amex Biotech Index Fnd (FBT) | 2.5 | $7.6M | 54k | 140.85 | |
| Microsoft Corporation (MSFT) | 2.4 | $7.1M | 53k | 133.95 | |
| United Technologies Corporation | 2.1 | $6.4M | 49k | 130.20 | |
| Walt Disney Company (DIS) | 2.1 | $6.2M | 45k | 139.65 | |
| Ark Etf Tr indl innovatin (ARKQ) | 1.9 | $5.7M | 169k | 33.76 | |
| Abbott Laboratories (ABT) | 1.9 | $5.6M | 66k | 84.10 | |
| Honeywell International (HON) | 1.9 | $5.6M | 32k | 174.60 | |
| Intel Corporation (INTC) | 1.8 | $5.4M | 112k | 47.87 | |
| Key (KEY) | 1.8 | $5.3M | 297k | 17.75 | |
| Home Depot (HD) | 1.8 | $5.2M | 25k | 207.99 | |
| Costco Wholesale Corporation (COST) | 1.7 | $5.2M | 20k | 264.26 | |
| Johnson & Johnson (JNJ) | 1.6 | $4.8M | 34k | 139.28 | |
| American Water Works (AWK) | 1.6 | $4.6M | 40k | 116.00 | |
| Chevron Corporation (CVX) | 1.5 | $4.5M | 36k | 124.44 | |
| Danaher Corporation (DHR) | 1.5 | $4.5M | 31k | 142.93 | |
| Pepsi (PEP) | 1.4 | $4.3M | 33k | 131.13 | |
| Waste Management (WM) | 1.4 | $4.3M | 37k | 115.36 | |
| Kimberly-Clark Corporation (KMB) | 1.4 | $4.1M | 31k | 133.28 | |
| New Jersey Resources Corporation (NJR) | 1.3 | $3.8M | 77k | 49.76 | |
| Caterpillar (CAT) | 1.1 | $3.4M | 25k | 136.31 | |
| Exxon Mobil Corporation (XOM) | 1.1 | $3.4M | 45k | 76.63 | |
| Illinois Tool Works (ITW) | 1.1 | $3.3M | 22k | 150.79 | |
| Norfolk Southern (NSC) | 1.1 | $3.3M | 17k | 199.34 | |
| Dominion Resources (D) | 1.1 | $3.3M | 43k | 77.32 | |
| Procter & Gamble Company (PG) | 1.1 | $3.3M | 30k | 109.65 | |
| Apple (AAPL) | 1.0 | $3.0M | 15k | 197.92 | |
| Accenture (ACN) | 1.0 | $3.0M | 16k | 184.74 | |
| Bristol Myers Squibb (BMY) | 1.0 | $2.9M | 65k | 45.34 | |
| Automatic Data Processing (ADP) | 0.9 | $2.8M | 17k | 165.31 | |
| Webster Financial Corporation (WBS) | 0.9 | $2.8M | 58k | 47.78 | |
| Vanguard Information Technology ETF (VGT) | 0.9 | $2.7M | 13k | 210.89 | |
| Mondelez Int (MDLZ) | 0.9 | $2.7M | 50k | 53.89 | |
| Wells Fargo & Company (WFC) | 0.8 | $2.5M | 54k | 47.31 | |
| Nextera Energy (NEE) | 0.8 | $2.5M | 12k | 204.83 | |
| Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund (RSPH) | 0.8 | $2.5M | 12k | 202.67 | |
| Verizon Communications (VZ) | 0.8 | $2.4M | 42k | 57.12 | |
| Merck & Co (MRK) | 0.8 | $2.3M | 27k | 83.86 | |
| 3M Company (MMM) | 0.8 | $2.3M | 13k | 173.37 | |
| Pfizer (PFE) | 0.8 | $2.2M | 52k | 43.31 | |
| Boeing Company (BA) | 0.8 | $2.3M | 6.2k | 364.05 | |
| Union Pacific Corporation (UNP) | 0.7 | $2.2M | 13k | 169.14 | |
| CVS Caremark Corporation (CVS) | 0.7 | $2.2M | 40k | 54.49 | |
| Dupont De Nemours (DD) | 0.7 | $2.2M | 29k | 75.06 | |
| Texas Instruments Incorporated (TXN) | 0.7 | $2.1M | 19k | 114.75 | |
| Visa (V) | 0.7 | $2.1M | 12k | 173.53 | |
| Enbridge (ENB) | 0.7 | $2.1M | 57k | 36.08 | |
| Marathon Petroleum Corp (MPC) | 0.7 | $2.0M | 37k | 55.89 | |
| Deere & Company (DE) | 0.7 | $2.0M | 12k | 165.72 | |
| McCormick & Company, Incorporated (MKC) | 0.7 | $2.0M | 13k | 155.00 | |
| Weyerhaeuser Company (WY) | 0.7 | $2.0M | 75k | 26.34 | |
| Comcast Corporation (CMCSA) | 0.6 | $1.9M | 46k | 42.29 | |
| Applied Materials (AMAT) | 0.6 | $1.9M | 43k | 44.92 | |
| Fortive (FTV) | 0.6 | $1.9M | 23k | 81.50 | |
| Genuine Parts Company (GPC) | 0.6 | $1.8M | 18k | 103.56 | |
| U.S. Bancorp (USB) | 0.6 | $1.8M | 35k | 52.40 | |
| Becton, Dickinson and (BDX) | 0.6 | $1.8M | 7.2k | 251.98 | |
| Bank of America Corporation (BAC) | 0.6 | $1.8M | 62k | 29.01 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.6 | $1.7M | 16k | 107.83 | |
| Parker-Hannifin Corporation (PH) | 0.6 | $1.7M | 10k | 170.06 | |
| Invesco Exchange Traded Fd T s&p500 eql tec (RSPT) | 0.6 | $1.7M | 9.6k | 177.38 | |
| Philip Morris International (PM) | 0.6 | $1.7M | 21k | 78.55 | |
| Eaton (ETN) | 0.6 | $1.7M | 20k | 83.30 | |
| Eli Lilly & Co. (LLY) | 0.6 | $1.7M | 15k | 110.81 | |
| Target Corporation (TGT) | 0.5 | $1.6M | 18k | 86.58 | |
| Abbvie (ABBV) | 0.5 | $1.5M | 20k | 72.70 | |
| Facebook Inc cl a (META) | 0.5 | $1.4M | 7.4k | 193.04 | |
| International Business Machines (IBM) | 0.5 | $1.4M | 10k | 137.85 | |
| Lowe's Companies (LOW) | 0.5 | $1.4M | 14k | 100.93 | |
| Potlatch Corporation (PCH) | 0.5 | $1.4M | 36k | 38.98 | |
| Alphabet Inc Class C cs (GOOG) | 0.5 | $1.4M | 1.3k | 1080.65 | |
| Phillips 66 (PSX) | 0.4 | $1.3M | 14k | 93.51 | |
| At&t (T) | 0.4 | $1.3M | 38k | 33.52 | |
| Enterprise Products Partners (EPD) | 0.4 | $1.3M | 44k | 28.86 | |
| Doubleline Total Etf etf (TOTL) | 0.4 | $1.3M | 26k | 49.07 | |
| SYSCO Corporation (SYY) | 0.4 | $1.3M | 18k | 70.72 | |
| Financial Select Sector SPDR (XLF) | 0.4 | $1.3M | 46k | 27.60 | |
| Westrock (WRK) | 0.4 | $1.2M | 34k | 36.48 | |
| Paychex (PAYX) | 0.4 | $1.2M | 14k | 82.30 | |
| Emerson Electric (EMR) | 0.4 | $1.2M | 18k | 66.70 | |
| Baxter International (BAX) | 0.4 | $1.2M | 14k | 81.89 | |
| Air Products & Chemicals (APD) | 0.4 | $1.1M | 5.0k | 226.40 | |
| ConocoPhillips (COP) | 0.4 | $1.2M | 19k | 61.00 | |
| Liberty Property Trust | 0.4 | $1.2M | 23k | 50.03 | |
| Williams Companies (WMB) | 0.4 | $1.1M | 40k | 28.05 | |
| Dow (DOW) | 0.4 | $1.1M | 22k | 49.32 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $1.1M | 3.7k | 294.55 | |
| Cigna Corp (CI) | 0.4 | $1.1M | 6.7k | 160.88 | |
| Corning Incorporated (GLW) | 0.3 | $1.1M | 32k | 33.23 | |
| Altria (MO) | 0.3 | $1.0M | 22k | 47.35 | |
| Diageo (DEO) | 0.3 | $1.1M | 6.1k | 172.30 | |
| National Fuel Gas (NFG) | 0.3 | $1.1M | 20k | 52.73 | |
| Amazon (AMZN) | 0.3 | $1.0M | 532.00 | 1892.86 | |
| Magna Intl Inc cl a (MGA) | 0.3 | $994k | 20k | 49.70 | |
| Cummins (CMI) | 0.3 | $960k | 5.6k | 171.43 | |
| UnitedHealth (UNH) | 0.3 | $918k | 3.8k | 244.08 | |
| Plains All American Pipeline (PAA) | 0.3 | $908k | 37k | 24.35 | |
| Goldman Sachs (GS) | 0.3 | $880k | 4.3k | 204.65 | |
| International Flavors & Fragrances (IFF) | 0.3 | $871k | 6.0k | 145.17 | |
| Johnson Controls International Plc equity (JCI) | 0.3 | $789k | 19k | 41.31 | |
| Wal-Mart Stores (WMT) | 0.2 | $757k | 6.9k | 110.49 | |
| United Parcel Service (UPS) | 0.2 | $723k | 7.0k | 103.29 | |
| International Paper Company (IP) | 0.2 | $688k | 16k | 43.35 | |
| Total (TTE) | 0.2 | $697k | 13k | 55.76 | |
| Oracle Corporation (ORCL) | 0.2 | $678k | 12k | 56.93 | |
| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.2 | $671k | 13k | 50.39 | |
| Cisco Systems (CSCO) | 0.2 | $635k | 12k | 54.74 | |
| MasterCard Incorporated (MA) | 0.2 | $601k | 2.3k | 264.41 | |
| Anadarko Petroleum Corporation | 0.2 | $593k | 8.4k | 70.60 | |
| Tor Dom Bk Cad (TD) | 0.2 | $605k | 10k | 58.40 | |
| Apache Corporation | 0.2 | $576k | 20k | 28.95 | |
| Coca-Cola Company (KO) | 0.2 | $550k | 11k | 50.93 | |
| McDonald's Corporation (MCD) | 0.2 | $540k | 2.6k | 207.69 | |
| Southern Company (SO) | 0.2 | $553k | 10k | 55.27 | |
| American Electric Power Company (AEP) | 0.2 | $507k | 5.8k | 87.93 | |
| Industries N shs - a - (LYB) | 0.2 | $517k | 6.0k | 86.17 | |
| American Express Company (AXP) | 0.2 | $472k | 3.8k | 123.33 | |
| Energy Transfer Equity (ET) | 0.2 | $483k | 34k | 14.07 | |
| Nike (NKE) | 0.1 | $447k | 5.3k | 83.96 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $421k | 389.00 | 1082.26 | |
| Stanley Black & Decker (SWK) | 0.1 | $396k | 2.7k | 144.58 | |
| Corteva (CTVA) | 0.1 | $384k | 13k | 29.54 | |
| Servicenow (NOW) | 0.1 | $346k | 1.3k | 274.82 | |
| TJX Companies (TJX) | 0.1 | $320k | 6.0k | 52.92 | |
| SPDR Gold Trust (GLD) | 0.1 | $340k | 2.6k | 133.33 | |
| Citigroup (C) | 0.1 | $338k | 4.8k | 70.02 | |
| Colgate-Palmolive Company (CL) | 0.1 | $311k | 4.3k | 71.59 | |
| Franklin Street Properties (FSP) | 0.1 | $306k | 42k | 7.37 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $296k | 1.1k | 269.09 | |
| Nvent Electric Plc Voting equities (NVT) | 0.1 | $297k | 12k | 24.75 | |
| BB&T Corporation | 0.1 | $276k | 5.6k | 49.13 | |
| Capital One Financial (COF) | 0.1 | $274k | 3.0k | 90.58 | |
| Royal Dutch Shell | 0.1 | $263k | 4.0k | 65.03 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $258k | 1.6k | 157.22 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $277k | 2.4k | 113.20 | |
| Powershares Global Etf invesco equal wgt. materials - etf (RSPM) | 0.1 | $265k | 2.4k | 109.50 | |
| BP (BP) | 0.1 | $226k | 5.4k | 41.61 | |
| People's United Financial | 0.1 | $248k | 15k | 16.81 | |
| General Electric Company | 0.1 | $230k | 22k | 10.49 | |
| Netflix (NFLX) | 0.1 | $245k | 666.00 | 367.87 | |
| CenterPoint Energy (CNP) | 0.1 | $226k | 7.9k | 28.60 | |
| Proshares Ultrashort 20+y Tr etf (TBT) | 0.1 | $240k | 8.3k | 28.92 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $231k | 1.2k | 187.04 | |
| Invesco Variable Rate Preferred Etf etf (VRP) | 0.1 | $242k | 9.7k | 24.97 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $213k | 1.0k | 213.00 | |
| NVIDIA Corporation (NVDA) | 0.1 | $199k | 1.2k | 164.60 | |
| Travelers Companies (TRV) | 0.1 | $197k | 1.3k | 149.24 | |
| Yum! Brands (YUM) | 0.1 | $204k | 1.8k | 110.87 | |
| General Mills (GIS) | 0.1 | $215k | 4.1k | 52.44 | |
| Hershey Company (HSY) | 0.1 | $222k | 1.7k | 134.22 | |
| Paccar (PCAR) | 0.1 | $204k | 2.9k | 71.58 | |
| Marathon Oil Corporation (MRO) | 0.1 | $203k | 14k | 14.19 | |
| Community Bank System (CBU) | 0.1 | $198k | 3.0k | 66.00 | |
| Ingersoll-rand Co Ltd-cl A | 0.1 | $211k | 1.7k | 126.96 | |
| UGI Corporation (UGI) | 0.1 | $201k | 3.8k | 53.53 | |
| Berkshire Hills Ban (BBT) | 0.1 | $209k | 6.7k | 31.36 | |
| Tortoise Energy Infrastructure | 0.1 | $209k | 9.3k | 22.50 | |
| Paypal Holdings (PYPL) | 0.1 | $220k | 1.9k | 114.58 | |
| Fox Corp (FOXA) | 0.1 | $203k | 5.5k | 36.60 | |
| Health Care SPDR (XLV) | 0.1 | $190k | 2.1k | 92.46 | |
| Rayonier (RYN) | 0.1 | $167k | 5.5k | 30.26 | |
| Hartford Financial Services (HIG) | 0.1 | $148k | 2.7k | 55.79 | |
| Nucor Corporation (NUE) | 0.1 | $162k | 2.9k | 55.14 | |
| Public Service Enterprise (PEG) | 0.1 | $147k | 2.5k | 58.80 | |
| Unilever (UL) | 0.1 | $152k | 2.5k | 61.79 | |
| Duke Energy (DUK) | 0.1 | $155k | 1.8k | 88.02 | |
| Ingevity (NGVT) | 0.1 | $154k | 1.5k | 105.12 | |
| NiSource (NI) | 0.0 | $123k | 4.3k | 28.85 | |
| Schlumberger (SLB) | 0.0 | $106k | 2.7k | 39.85 | |
| Unilever | 0.0 | $111k | 1.8k | 60.56 | |
| salesforce (CRM) | 0.0 | $124k | 815.00 | 152.15 | |
| Illumina (ILMN) | 0.0 | $125k | 340.00 | 367.65 | |
| Oneok (OKE) | 0.0 | $109k | 1.6k | 68.90 | |
| iShares MSCI Canada Index (EWC) | 0.0 | $111k | 3.9k | 28.59 | |
| Abeona Therapeutics | 0.0 | $125k | 26k | 4.76 | |
| Welltower Inc Com reit (WELL) | 0.0 | $130k | 1.6k | 81.25 | |
| National Grid (NGG) | 0.0 | $106k | 2.0k | 53.00 | |
| Biosig Tech | 0.0 | $114k | 12k | 9.40 | |
| Regions Financial Corporation (RF) | 0.0 | $85k | 5.7k | 14.91 | |
| Qualcomm (QCOM) | 0.0 | $76k | 1.0k | 76.00 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $99k | 635.00 | 155.91 | |
| TC Pipelines | 0.0 | $87k | 2.3k | 37.60 | |
| Ishares Tr cmn (EIRL) | 0.0 | $79k | 1.9k | 41.58 | |
| Wpx Energy | 0.0 | $78k | 6.8k | 11.47 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.0 | $85k | 718.00 | 118.38 | |
| Ishares Tr core div grwth (DGRO) | 0.0 | $79k | 2.1k | 38.02 | |
| Medtronic (MDT) | 0.0 | $87k | 898.00 | 96.88 | |
| Yum China Holdings (YUMC) | 0.0 | $90k | 1.9k | 46.39 | |
| Fennec Pharmaceuticals (FENC) | 0.0 | $81k | 20k | 3.99 | |
| Imv | 0.0 | $102k | 35k | 2.94 | |
| Equitrans Midstream Corp (ETRN) | 0.0 | $75k | 3.8k | 19.73 | |
| BlackRock | 0.0 | $70k | 150.00 | 466.67 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $72k | 1.8k | 40.00 | |
| Zebra Technologies (ZBRA) | 0.0 | $59k | 280.00 | 210.71 | |
| Electronic Arts (EA) | 0.0 | $68k | 670.00 | 101.49 | |
| MDU Resources (MDU) | 0.0 | $52k | 2.0k | 25.68 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $64k | 177.00 | 361.58 | |
| Omni (OMC) | 0.0 | $49k | 600.00 | 81.67 | |
| Celgene Corporation | 0.0 | $46k | 500.00 | 92.00 | |
| Realty Income (O) | 0.0 | $52k | 750.00 | 69.33 | |
| Technology SPDR (XLK) | 0.0 | $53k | 675.00 | 78.52 | |
| EQT Corporation (EQT) | 0.0 | $62k | 3.9k | 15.88 | |
| Envestnet (ENV) | 0.0 | $68k | 1.0k | 68.00 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $53k | 673.00 | 78.75 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $45k | 520.00 | 86.54 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $52k | 300.00 | 173.33 | |
| iShares MSCI Australia Index Fund (EWA) | 0.0 | $57k | 2.5k | 22.71 | |
| Alps Etf sectr div dogs (SDOG) | 0.0 | $60k | 1.4k | 43.57 | |
| Highland Fds i hi ld iboxx srln | 0.0 | $46k | 2.6k | 17.57 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $62k | 3.8k | 16.32 | |
| Ark Etf Tr innovation etf (ARKK) | 0.0 | $57k | 1.2k | 48.39 | |
| Ishares Tr Exponential Technologies Etf (XT) | 0.0 | $45k | 1.2k | 38.53 | |
| Chemours (CC) | 0.0 | $61k | 2.6k | 23.83 | |
| Ishares Inc etp (EWT) | 0.0 | $72k | 2.1k | 35.12 | |
| Cleveland-cliffs (CLF) | 0.0 | $70k | 6.6k | 10.61 | |
| Roku (ROKU) | 0.0 | $54k | 600.00 | 90.00 | |
| Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.0 | $65k | 2.0k | 32.98 | |
| Resideo Technologies (REZI) | 0.0 | $48k | 2.2k | 21.82 | |
| Hasbro (HAS) | 0.0 | $18k | 174.00 | 103.45 | |
| PNC Financial Services (PNC) | 0.0 | $27k | 200.00 | 135.00 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.0 | $31k | 500.00 | 62.00 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $20k | 880.00 | 22.73 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $37k | 900.00 | 41.11 | |
| Transocean (RIG) | 0.0 | $16k | 2.5k | 6.40 | |
| Tiffany & Co. | 0.0 | $28k | 300.00 | 93.33 | |
| Unum (UNM) | 0.0 | $30k | 884.00 | 33.94 | |
| Barnes | 0.0 | $39k | 700.00 | 55.71 | |
| Olin Corporation (OLN) | 0.0 | $26k | 1.2k | 21.67 | |
| Williams-Sonoma (WSM) | 0.0 | $20k | 300.00 | 66.67 | |
| Allstate Corporation (ALL) | 0.0 | $19k | 184.00 | 103.26 | |
| eBay (EBAY) | 0.0 | $19k | 470.00 | 40.43 | |
| GlaxoSmithKline | 0.0 | $38k | 950.00 | 40.00 | |
| iShares S&P 500 Index (IVV) | 0.0 | $32k | 107.00 | 299.07 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $18k | 268.00 | 67.16 | |
| Biogen Idec (BIIB) | 0.0 | $27k | 115.00 | 234.78 | |
| Ford Motor Company (F) | 0.0 | $23k | 2.2k | 10.45 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $42k | 3.6k | 11.67 | |
| Clorox Company (CLX) | 0.0 | $15k | 99.00 | 151.52 | |
| FactSet Research Systems (FDS) | 0.0 | $21k | 75.00 | 280.00 | |
| ConAgra Foods (CAG) | 0.0 | $37k | 1.4k | 26.43 | |
| Alliant Energy Corporation (LNT) | 0.0 | $21k | 435.00 | 48.28 | |
| Textron (TXT) | 0.0 | $21k | 400.00 | 52.50 | |
| ING Groep (ING) | 0.0 | $18k | 1.5k | 11.81 | |
| Magellan Midstream Partners | 0.0 | $18k | 280.00 | 64.29 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $26k | 620.00 | 41.94 | |
| Dollar General (DG) | 0.0 | $27k | 200.00 | 135.00 | |
| Utilities SPDR (XLU) | 0.0 | $24k | 400.00 | 60.00 | |
| Vanguard Total Stock Market ETF (VTI) | 0.0 | $24k | 162.00 | 148.15 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $23k | 455.00 | 50.55 | |
| Proshares Tr (UYG) | 0.0 | $19k | 420.00 | 45.24 | |
| iShares MSCI Germany Index Fund (EWG) | 0.0 | $21k | 732.00 | 28.69 | |
| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.0 | $22k | 1.8k | 12.54 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $42k | 3.0k | 13.79 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $29k | 2.1k | 13.98 | |
| Baytex Energy Corp (BTE) | 0.0 | $15k | 9.5k | 1.58 | |
| Cvr Partners Lp unit | 0.0 | $17k | 4.2k | 4.05 | |
| Guidewire Software (GWRE) | 0.0 | $18k | 175.00 | 102.86 | |
| Intercontinental Exchange (ICE) | 0.0 | $43k | 500.00 | 86.00 | |
| Exchange Traded Concepts Tr robo stx glb etf (ROBO) | 0.0 | $31k | 771.00 | 40.21 | |
| Ark Etf Tr web x.o etf (ARKW) | 0.0 | $30k | 569.00 | 52.72 | |
| Anthem (ELV) | 0.0 | $37k | 130.00 | 284.62 | |
| Walgreen Boots Alliance | 0.0 | $16k | 300.00 | 53.33 | |
| Ark Etf Tr gen rev mltsct (ARKG) | 0.0 | $38k | 1.1k | 34.36 | |
| Eversource Energy (ES) | 0.0 | $23k | 300.00 | 76.67 | |
| Volitionrx (VNRX) | 0.0 | $26k | 8.3k | 3.13 | |
| Kraft Heinz (KHC) | 0.0 | $16k | 500.00 | 32.00 | |
| Hp (HPQ) | 0.0 | $27k | 1.3k | 21.04 | |
| Ashland (ASH) | 0.0 | $42k | 520.00 | 80.77 | |
| Valvoline Inc Common (VVV) | 0.0 | $28k | 1.4k | 19.62 | |
| Ishares Msci United Kingdom Index etf (EWU) | 0.0 | $21k | 642.00 | 32.71 | |
| Lamb Weston Hldgs (LW) | 0.0 | $30k | 466.00 | 64.38 | |
| Altaba | 0.0 | $35k | 500.00 | 70.00 | |
| National Energy Services Reu *w exp 05/05/202 (NESRW) | 0.0 | $41k | 48k | 0.85 | |
| Zosano Pharma Corp | 0.0 | $16k | 5.0k | 3.20 | |
| Evergy (EVRG) | 0.0 | $15k | 244.00 | 61.48 | |
| Rydex S&p Cnsmr Discretionary s&p500 eql dis (RSPD) | 0.0 | $21k | 200.00 | 105.00 | |
| Northwest Natural Holdin (NWN) | 0.0 | $31k | 450.00 | 68.89 | |
| Ensco Rowan Plc Shs Class A | 0.0 | $18k | 2.2k | 8.36 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $6.0k | 400.00 | 15.00 | |
| NRG Energy (NRG) | 0.0 | $5.0k | 145.00 | 34.48 | |
| Canadian Natl Ry (CNI) | 0.0 | $9.0k | 92.00 | 97.83 | |
| FedEx Corporation (FDX) | 0.0 | $8.0k | 50.00 | 160.00 | |
| IAC/InterActive | 0.0 | $9.0k | 40.00 | 225.00 | |
| Consolidated Edison (ED) | 0.0 | $2.0k | 25.00 | 80.00 | |
| Carnival Corporation (CCL) | 0.0 | $11k | 240.00 | 45.83 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $13k | 105.00 | 123.81 | |
| Trimble Navigation (TRMB) | 0.0 | $8.0k | 175.00 | 45.71 | |
| V.F. Corporation (VFC) | 0.0 | $9.0k | 102.00 | 88.24 | |
| Whirlpool Corporation (WHR) | 0.0 | $8.0k | 58.00 | 137.93 | |
| AstraZeneca (AZN) | 0.0 | $3.0k | 70.00 | 42.86 | |
| Campbell Soup Company (CPB) | 0.0 | $4.0k | 111.00 | 36.04 | |
| McKesson Corporation (MCK) | 0.0 | $4.0k | 28.00 | 142.86 | |
| Novartis (NVS) | 0.0 | $9.0k | 100.00 | 90.00 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $5.0k | 100.00 | 50.00 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $7.0k | 100.00 | 70.00 | |
| Gilead Sciences (GILD) | 0.0 | $9.0k | 140.00 | 64.29 | |
| Starbucks Corporation (SBUX) | 0.0 | $8.0k | 100.00 | 80.00 | |
| Novo Nordisk A/S (NVO) | 0.0 | $14k | 281.00 | 49.82 | |
| Sap (SAP) | 0.0 | $14k | 100.00 | 140.00 | |
| Prudential Financial (PRU) | 0.0 | $3.0k | 25.00 | 120.00 | |
| Live Nation Entertainment (LYV) | 0.0 | $4.0k | 65.00 | 61.54 | |
| AvalonBay Communities (AVB) | 0.0 | $14k | 68.00 | 205.88 | |
| Umpqua Holdings Corporation | 0.0 | $12k | 700.00 | 17.14 | |
| W.R. Grace & Co. | 0.0 | $13k | 175.00 | 74.29 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $3.0k | 30.00 | 100.00 | |
| Cognex Corporation (CGNX) | 0.0 | $8.0k | 165.00 | 48.48 | |
| MetLife (MET) | 0.0 | $2.0k | 42.00 | 47.62 | |
| Suburban Propane Partners (SPH) | 0.0 | $12k | 500.00 | 24.00 | |
| United States Steel Corporation | 0.0 | $1.0k | 70.00 | 14.29 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $2.0k | 20.00 | 100.00 | |
| Fresenius Medical Care AG & Co. (FMS) | 0.0 | $5.0k | 120.00 | 41.67 | |
| Intrepid Potash | 0.0 | $1.0k | 400.00 | 2.50 | |
| Seabridge Gold (SA) | 0.0 | $6.0k | 450.00 | 13.33 | |
| Virtus Investment Partners (VRTS) | 0.0 | $2.0k | 14.00 | 142.86 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $7.0k | 80.00 | 87.50 | |
| Vonage Holdings | 0.0 | $3.0k | 225.00 | 13.33 | |
| Verint Systems (VRNT) | 0.0 | $5.0k | 100.00 | 50.00 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $11k | 110.00 | 100.00 | |
| Uranium Energy (UEC) | 0.0 | $11k | 8.0k | 1.38 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $14k | 100.00 | 140.00 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $5.0k | 149.00 | 33.56 | |
| SPDR Barclays Capital Short Term Int ETF (BWZ) | 0.0 | $999.900000 | 45.00 | 22.22 | |
| iShares Dow Jones US Healthcare (IYH) | 0.0 | $10k | 51.00 | 196.08 | |
| iShares Dow Jones US Industrial (IYJ) | 0.0 | $9.0k | 59.00 | 152.54 | |
| iShares Russell 3000 Growth Index (IUSG) | 0.0 | $2.0k | 30.00 | 66.67 | |
| SPDR S&P Metals and Mining (XME) | 0.0 | $3.0k | 104.00 | 28.85 | |
| SPDR S&P Semiconductor (XSD) | 0.0 | $3.0k | 40.00 | 75.00 | |
| SPDR Barclays Capital Aggregate Bo (SPAB) | 0.0 | $6.0k | 201.00 | 29.85 | |
| WisdomTree SmallCap Earnings Fund (EES) | 0.0 | $2.0k | 69.00 | 28.99 | |
| Vanguard Admiral Fds Inc equity (VOOG) | 0.0 | $9.0k | 53.00 | 169.81 | |
| Verastem | 0.0 | $14k | 9.0k | 1.56 | |
| Stratasys (SSYS) | 0.0 | $9.0k | 300.00 | 30.00 | |
| Pbf Energy Inc cl a (PBF) | 0.0 | $1.0k | 40.00 | 25.00 | |
| Ishares Inc msci frntr 100 (FM) | 0.0 | $2.0k | 51.00 | 39.22 | |
| Liberty Global Inc Com Ser A | 0.0 | $8.0k | 300.00 | 26.67 | |
| Eros International | 0.0 | $3.0k | 2.0k | 1.50 | |
| Ishares Tr 0-5yr hi yl cp (SHYG) | 0.0 | $1.0k | 20.00 | 50.00 | |
| United Financial Ban | 0.0 | $3.0k | 189.00 | 15.87 | |
| Actinium Pharmaceuticals | 0.0 | $4.0k | 18k | 0.22 | |
| Aemetis (AMTX) | 0.0 | $2.0k | 2.0k | 1.00 | |
| Alibaba Group Holding (BABA) | 0.0 | $8.0k | 45.00 | 177.78 | |
| Keysight Technologies (KEYS) | 0.0 | $4.0k | 50.00 | 80.00 | |
| Matinas Biopharma Holdings, In | 0.0 | $2.0k | 2.5k | 0.80 | |
| Black Stone Minerals (BSM) | 0.0 | $9.0k | 607.00 | 14.83 | |
| Ishares Tr core intl aggr (IAGG) | 0.0 | $999.960000 | 26.00 | 38.46 | |
| Gcp Applied Technologies | 0.0 | $4.0k | 175.00 | 22.86 | |
| Vistagen Therapeutics | 0.0 | $12k | 16k | 0.75 | |
| Aurora Cannabis Inc snc | 0.0 | $999.680000 | 64.00 | 15.62 | |
| Canopy Gro | 0.0 | $4.0k | 100.00 | 40.00 | |
| Mynd Analytics Inc *w 06/29/202 | 0.0 | $990.000000 | 4.5k | 0.22 | |
| Funko (FNKO) | 0.0 | $3.0k | 127.00 | 23.62 | |
| Nutrien (NTR) | 0.0 | $11k | 200.00 | 55.00 | |
| Motus Gi Hldgs Incorporated | 0.0 | $3.0k | 1.0k | 3.00 | |
| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.0 | $6.0k | 131.00 | 45.80 | |
| Roan Resources Ord | 0.0 | $3.0k | 2.0k | 1.50 | |
| Altus Midstream Co altus midstream co -a | 0.0 | $2.0k | 500.00 | 4.00 | |
| Lyft (LYFT) | 0.0 | $1.0k | 10.00 | 100.00 | |
| Pinterest Inc Cl A (PINS) | 0.0 | $2.0k | 80.00 | 25.00 | |
| Beyond Meat (BYND) | 0.0 | $6.0k | 40.00 | 150.00 |