Ibex Wealth Advisors as of Dec. 31, 2016
Portfolio Holdings for Ibex Wealth Advisors
Ibex Wealth Advisors holds 461 positions in its portfolio as reported in the December 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Verizon Communications (VZ) | 3.9 | $8.1M | 154k | 52.72 | |
At&t (T) | 3.7 | $7.7M | 185k | 41.45 | |
Microsoft Corporation (MSFT) | 2.9 | $6.1M | 98k | 62.74 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 2.4 | $5.1M | 50k | 101.42 | |
UnitedHealth (UNH) | 2.3 | $4.8M | 31k | 158.66 | |
Comcast Corporation (CMCSA) | 2.1 | $4.3M | 59k | 73.56 | |
General Dynamics Corporation (GD) | 2.0 | $4.1M | 23k | 178.29 | |
Lockheed Martin Corporation (LMT) | 2.0 | $4.1M | 16k | 257.75 | |
Visa (V) | 1.9 | $4.0M | 49k | 81.83 | |
General Electric Company | 1.9 | $4.0M | 131k | 30.53 | |
Facebook Inc cl a (META) | 1.9 | $4.0M | 32k | 127.05 | |
Chevron Corporation (CVX) | 1.8 | $3.8M | 33k | 115.61 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 1.8 | $3.7M | 43k | 85.79 | |
Home Depot (HD) | 1.6 | $3.4M | 25k | 135.59 | |
Raytheon Company | 1.6 | $3.4M | 23k | 146.90 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 1.5 | $3.2M | 69k | 46.50 | |
Morgan Stanley (MS) | 1.5 | $3.2M | 75k | 42.59 | |
Spdr S&p 500 Etf (SPY) | 1.5 | $3.2M | 14k | 226.75 | |
Johnson & Johnson (JNJ) | 1.5 | $3.1M | 27k | 114.14 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 1.5 | $3.1M | 81k | 37.75 | |
Lincoln National Corporation (LNC) | 1.4 | $3.0M | 45k | 66.93 | |
NVIDIA Corporation (NVDA) | 1.4 | $3.0M | 29k | 104.00 | |
Dr Pepper Snapple | 1.4 | $3.0M | 33k | 90.70 | |
Celgene Corporation | 1.4 | $3.0M | 26k | 112.66 | |
Ishares Tr usa min vo (USMV) | 1.4 | $2.9M | 63k | 45.63 | |
Waste Management (WM) | 1.4 | $2.8M | 41k | 69.65 | |
Pfizer (PFE) | 1.3 | $2.8M | 88k | 31.77 | |
JPMorgan Chase & Co. (JPM) | 1.3 | $2.8M | 33k | 83.68 | |
International Business Machines (IBM) | 1.3 | $2.8M | 16k | 170.56 | |
Magellan Midstream Partners | 1.2 | $2.6M | 34k | 74.63 | |
Starbucks Corporation (SBUX) | 1.2 | $2.5M | 44k | 57.66 | |
Applied Materials (AMAT) | 1.1 | $2.4M | 70k | 33.85 | |
IDEXX Laboratories (IDXX) | 1.1 | $2.2M | 19k | 118.89 | |
Honeywell International (HON) | 1.1 | $2.2M | 19k | 117.81 | |
PowerShares Preferred Portfolio | 1.0 | $2.1M | 149k | 14.43 | |
Abbvie (ABBV) | 1.0 | $2.2M | 35k | 61.15 | |
MasterCard Incorporated (MA) | 1.0 | $2.1M | 19k | 109.95 | |
U.S. Bancorp (USB) | 1.0 | $2.1M | 40k | 51.20 | |
Enterprise Products Partners (EPD) | 1.0 | $2.1M | 75k | 27.85 | |
Alphabet Inc Class A cs (GOOGL) | 0.9 | $2.0M | 2.4k | 828.19 | |
Texas Instruments Incorporated (TXN) | 0.9 | $1.9M | 26k | 74.75 | |
Aetna | 0.9 | $1.9M | 16k | 122.55 | |
B&G Foods (BGS) | 0.9 | $1.9M | 44k | 43.49 | |
Fiserv (FI) | 0.9 | $1.8M | 17k | 109.55 | |
EOG Resources (EOG) | 0.8 | $1.8M | 17k | 105.49 | |
Rydex S&P Equal Weight ETF | 0.8 | $1.7M | 19k | 87.99 | |
Epr Properties (EPR) | 0.8 | $1.7M | 23k | 73.87 | |
Reynolds American | 0.8 | $1.6M | 27k | 58.71 | |
Amgen (AMGN) | 0.8 | $1.6M | 10k | 154.64 | |
Electronic Arts (EA) | 0.7 | $1.6M | 19k | 80.12 | |
Oneok Partners | 0.7 | $1.5M | 35k | 43.86 | |
Vanguard Total Stock Market ETF (VTI) | 0.7 | $1.5M | 13k | 116.92 | |
Kraft Heinz (KHC) | 0.7 | $1.5M | 17k | 88.92 | |
Nasdaq Omx (NDAQ) | 0.7 | $1.4M | 21k | 67.37 | |
Ishares Tr Dec 2020 | 0.7 | $1.4M | 56k | 25.35 | |
Southwest Airlines (LUV) | 0.6 | $1.3M | 26k | 51.07 | |
Vanguard High Dividend Yield ETF (VYM) | 0.6 | $1.3M | 17k | 75.68 | |
Invesco Van Kampen Municipal Trust (VKQ) | 0.6 | $1.2M | 98k | 12.51 | |
Nuveen Insd Dividend Advantage (NVG) | 0.6 | $1.2M | 84k | 14.51 | |
Northrop Grumman Corporation (NOC) | 0.6 | $1.2M | 5.1k | 232.02 | |
Buckeye Partners | 0.6 | $1.2M | 19k | 64.61 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.6 | $1.2M | 3.8k | 308.35 | |
Putnam Municipal Opportunities Trust (PMO) | 0.5 | $1.1M | 91k | 12.10 | |
Bank of America Corporation (BAC) | 0.5 | $1.1M | 48k | 22.64 | |
Merck & Co (MRK) | 0.5 | $1.1M | 18k | 62.55 | |
iShares Dow Jones U.S. Index Fund (IYY) | 0.5 | $1.1M | 9.4k | 113.86 | |
Lam Research Corporation (LRCX) | 0.5 | $1.0M | 8.9k | 112.35 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.5 | $982k | 11k | 86.22 | |
Altria (MO) | 0.5 | $943k | 14k | 70.00 | |
Costco Wholesale Corporation (COST) | 0.4 | $919k | 5.6k | 164.22 | |
iShares Silver Trust (SLV) | 0.4 | $927k | 57k | 16.18 | |
Halliburton Company (HAL) | 0.4 | $902k | 16k | 56.45 | |
Union Pacific Corporation (UNP) | 0.4 | $873k | 8.0k | 108.61 | |
Cirrus Logic (CRUS) | 0.4 | $886k | 15k | 58.28 | |
iShares S&P SmallCap 600 Index (IJR) | 0.4 | $864k | 13k | 67.97 | |
Walgreen Boots Alliance (WBA) | 0.4 | $829k | 10k | 81.70 | |
BlackRock (BLK) | 0.4 | $796k | 2.1k | 381.41 | |
Accenture (ACN) | 0.4 | $802k | 7.0k | 115.08 | |
Intel Corporation (INTC) | 0.4 | $749k | 20k | 36.95 | |
Nuveen Multi-Strategy Income & Growth (JPC) | 0.4 | $744k | 75k | 9.89 | |
PowerShares QQQ Trust, Series 1 | 0.3 | $663k | 5.4k | 123.17 | |
First American Financial (FAF) | 0.3 | $665k | 18k | 37.48 | |
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 0.3 | $663k | 28k | 23.80 | |
Biogen Idec (BIIB) | 0.3 | $651k | 2.3k | 280.85 | |
Plains All American Pipeline (PAA) | 0.3 | $645k | 21k | 30.45 | |
Allergan | 0.3 | $538k | 2.5k | 214.17 | |
Chubb (CB) | 0.3 | $548k | 4.2k | 131.45 | |
Kinder Morgan (KMI) | 0.2 | $476k | 21k | 22.49 | |
Exxon Mobil Corporation (XOM) | 0.2 | $466k | 5.4k | 85.84 | |
iShares Dow Jones US Technology (IYW) | 0.2 | $433k | 3.5k | 124.28 | |
3M Company (MMM) | 0.2 | $412k | 2.3k | 178.51 | |
E.I. du Pont de Nemours & Company | 0.2 | $423k | 5.8k | 73.03 | |
CMS Energy Corporation (CMS) | 0.2 | $405k | 9.6k | 42.38 | |
eBay (EBAY) | 0.2 | $377k | 12k | 30.63 | |
Danaher Corporation (DHR) | 0.2 | $355k | 4.4k | 80.55 | |
PowerShares Dynamic Food & Beverage | 0.2 | $348k | 11k | 33.13 | |
Powershares DB Base Metals Fund | 0.2 | $344k | 22k | 15.94 | |
iShares Dow Jones US Energy Sector (IYE) | 0.2 | $343k | 8.3k | 41.17 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $337k | 419.00 | 804.30 | |
Berkshire Hathaway (BRK.B) | 0.1 | $300k | 1.9k | 160.17 | |
Cisco Systems (CSCO) | 0.1 | $283k | 9.4k | 30.09 | |
GameStop (GME) | 0.1 | $266k | 11k | 23.59 | |
Pepsi (PEP) | 0.1 | $257k | 2.5k | 103.21 | |
PowerShares DB Energy Fund | 0.1 | $250k | 19k | 13.33 | |
Oracle Corporation (ORCL) | 0.1 | $231k | 5.8k | 39.80 | |
National Grid | 0.1 | $227k | 3.9k | 58.35 | |
Consumer Discretionary SPDR (XLY) | 0.1 | $221k | 2.6k | 83.74 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $232k | 2.0k | 113.89 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $233k | 2.9k | 79.52 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.1 | $199k | 1.4k | 138.19 | |
PowerShares Dividend Achievers | 0.1 | $216k | 9.4k | 23.07 | |
Progressive Corporation (PGR) | 0.1 | $189k | 5.2k | 36.56 | |
Caterpillar (CAT) | 0.1 | $194k | 2.1k | 94.40 | |
Coca-Cola Company (KO) | 0.1 | $188k | 4.6k | 41.26 | |
Automatic Data Processing (ADP) | 0.1 | $197k | 1.9k | 103.30 | |
Vanguard Short-Term Bond ETF (BSV) | 0.1 | $183k | 2.3k | 79.39 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $181k | 4.9k | 36.96 | |
BlackRock MuniYield New Jersey Fund | 0.1 | $182k | 12k | 15.51 | |
iShares Lehman Aggregate Bond (AGG) | 0.1 | $162k | 1.5k | 108.22 | |
iShares Dow Jones US Real Estate (IYR) | 0.1 | $158k | 2.0k | 77.60 | |
Mosaic (MOS) | 0.1 | $174k | 5.6k | 31.33 | |
Helmerich & Payne (HP) | 0.1 | $148k | 1.9k | 77.89 | |
Vanguard Information Technology ETF (VGT) | 0.1 | $140k | 1.1k | 125.90 | |
iShares Dow Jones US Healthcare (IYH) | 0.1 | $153k | 1.0k | 145.85 | |
W.W. Grainger (GWW) | 0.1 | $134k | 542.00 | 247.23 | |
Jp Morgan Alerian Mlp Index | 0.1 | $121k | 3.8k | 32.08 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $135k | 925.00 | 145.95 | |
Vanguard Energy ETF (VDE) | 0.1 | $118k | 1.1k | 103.69 | |
Hd Supply | 0.1 | $126k | 3.0k | 41.54 | |
Coach | 0.1 | $102k | 2.9k | 35.17 | |
Procter & Gamble Company (PG) | 0.1 | $108k | 1.2k | 87.24 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $106k | 1.8k | 59.32 | |
Amazon (AMZN) | 0.1 | $113k | 140.00 | 807.14 | |
AmeriGas Partners | 0.1 | $99k | 2.1k | 48.10 | |
Technology SPDR (XLK) | 0.1 | $101k | 2.0k | 49.63 | |
iShares S&P 500 Growth Index (IVW) | 0.1 | $105k | 840.00 | 125.00 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $111k | 664.00 | 167.17 | |
iShares S&P Latin America 40 Index (ILF) | 0.1 | $104k | 3.5k | 29.80 | |
Vanguard REIT ETF (VNQ) | 0.1 | $102k | 1.2k | 82.99 | |
DTF Tax Free Income (DTF) | 0.1 | $109k | 7.4k | 14.71 | |
Powershares Etf Tr Ii var rate pfd por | 0.1 | $94k | 3.8k | 24.74 | |
Hartford Financial Services (HIG) | 0.0 | $81k | 1.7k | 48.07 | |
Everest Re Group (EG) | 0.0 | $91k | 415.00 | 219.28 | |
Apple (AAPL) | 0.0 | $83k | 696.00 | 119.25 | |
Canadian Natural Resources (CNQ) | 0.0 | $90k | 2.9k | 30.90 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.0 | $79k | 945.00 | 83.60 | |
Western Gas Partners | 0.0 | $81k | 1.3k | 60.13 | |
Enbridge Energy Partners | 0.0 | $86k | 3.4k | 24.99 | |
Energy Transfer Equity (ET) | 0.0 | $83k | 4.6k | 18.02 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $88k | 990.00 | 88.89 | |
iShares MSCI EAFE Value Index (EFV) | 0.0 | $89k | 1.8k | 48.50 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.0 | $79k | 747.00 | 105.76 | |
PowerShares Dynamic Networking | 0.0 | $89k | 2.2k | 41.18 | |
iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.0 | $80k | 565.00 | 141.59 | |
PowerShares Dyn Leisure & Entert. | 0.0 | $76k | 1.9k | 40.71 | |
Rydex S&P Equal Weight Technology | 0.0 | $89k | 792.00 | 112.37 | |
First Tr Exchange-traded Fd no amer energy (EMLP) | 0.0 | $88k | 3.5k | 25.51 | |
Sanmina (SANM) | 0.0 | $80k | 2.3k | 35.20 | |
Cone Midstream Partners | 0.0 | $84k | 3.5k | 24.15 | |
PNC Financial Services (PNC) | 0.0 | $72k | 617.00 | 116.69 | |
Walt Disney Company (DIS) | 0.0 | $56k | 521.00 | 107.49 | |
Cadence Design Systems (CDNS) | 0.0 | $67k | 2.6k | 25.86 | |
Philip Morris International (PM) | 0.0 | $60k | 638.00 | 94.04 | |
Arch Capital Group (ACGL) | 0.0 | $70k | 805.00 | 86.96 | |
Ingersoll-rand Co Ltd-cl A | 0.0 | $53k | 675.00 | 78.52 | |
Callidus Software | 0.0 | $62k | 3.5k | 17.95 | |
Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.0 | $62k | 4.8k | 12.84 | |
iShares S&P Global Consumer Staple (KXI) | 0.0 | $73k | 782.00 | 93.35 | |
Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $69k | 5.2k | 13.26 | |
PowerShares Dynamic Biotech &Genome | 0.0 | $54k | 1.4k | 39.59 | |
Mondelez Int (MDLZ) | 0.0 | $63k | 1.4k | 44.97 | |
Sirius Xm Holdings (SIRI) | 0.0 | $58k | 13k | 4.60 | |
Broadridge Financial Solutions (BR) | 0.0 | $40k | 600.00 | 66.67 | |
McDonald's Corporation (MCD) | 0.0 | $36k | 292.00 | 123.29 | |
Monsanto Company | 0.0 | $33k | 305.00 | 108.20 | |
Boeing Company (BA) | 0.0 | $33k | 207.00 | 159.42 | |
Dow Chemical Company | 0.0 | $38k | 657.00 | 57.84 | |
Parker-Hannifin Corporation (PH) | 0.0 | $32k | 225.00 | 142.22 | |
Public Service Enterprise (PEG) | 0.0 | $52k | 1.2k | 43.99 | |
Exelixis (EXEL) | 0.0 | $38k | 2.1k | 18.00 | |
Nordson Corporation (NDSN) | 0.0 | $43k | 385.00 | 111.69 | |
Hanover Insurance (THG) | 0.0 | $42k | 503.00 | 83.50 | |
Oneok (OKE) | 0.0 | $35k | 620.00 | 56.45 | |
iShares Dow Jones US Consumer Goods (IYK) | 0.0 | $47k | 415.00 | 113.25 | |
iShares Dow Jones US Medical Dev. (IHI) | 0.0 | $37k | 269.00 | 137.55 | |
iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 0.0 | $48k | 420.00 | 114.29 | |
Nuveen Nj Div Advantage Mun (NXJ) | 0.0 | $39k | 3.0k | 13.14 | |
Tripadvisor (TRIP) | 0.0 | $41k | 800.00 | 51.25 | |
BLACKROCK MUN TARGET TERM TR SHARES Of Ben (BTT) | 0.0 | $46k | 2.1k | 22.41 | |
Columbia Ppty Tr | 0.0 | $35k | 1.6k | 21.71 | |
Healthcare Tr Amer Inc cl a | 0.0 | $45k | 1.5k | 29.43 | |
Market Vectors Etf Tr Pfd Sec (PFXF) | 0.0 | $38k | 1.9k | 19.53 | |
Itt (ITT) | 0.0 | $41k | 1.0k | 41.00 | |
State Street Corporation (STT) | 0.0 | $15k | 191.00 | 78.53 | |
American Express Company (AXP) | 0.0 | $16k | 209.00 | 76.56 | |
Abbott Laboratories (ABT) | 0.0 | $14k | 339.00 | 41.30 | |
Health Care SPDR (XLV) | 0.0 | $27k | 385.00 | 70.13 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $23k | 202.00 | 113.86 | |
Wells Fargo & Company (WFC) | 0.0 | $25k | 455.00 | 54.95 | |
CVS Caremark Corporation (CVS) | 0.0 | $18k | 219.00 | 82.19 | |
Air Products & Chemicals (APD) | 0.0 | $15k | 99.00 | 151.52 | |
Novartis (NVS) | 0.0 | $19k | 264.00 | 71.97 | |
ConocoPhillips (COP) | 0.0 | $17k | 341.00 | 49.85 | |
GlaxoSmithKline | 0.0 | $14k | 361.00 | 38.78 | |
Liberty Media | 0.0 | $15k | 778.00 | 19.28 | |
Nike (NKE) | 0.0 | $11k | 216.00 | 50.93 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $30k | 436.00 | 68.81 | |
Praxair | 0.0 | $22k | 189.00 | 116.40 | |
Sanofi-Aventis SA (SNY) | 0.0 | $16k | 390.00 | 41.03 | |
Target Corporation (TGT) | 0.0 | $21k | 328.00 | 64.02 | |
United Technologies Corporation | 0.0 | $22k | 199.00 | 110.55 | |
Total (TTE) | 0.0 | $12k | 243.00 | 49.38 | |
Southern Company (SO) | 0.0 | $12k | 238.00 | 50.42 | |
Anheuser-Busch InBev NV (BUD) | 0.0 | $13k | 127.00 | 102.36 | |
Novo Nordisk A/S (NVO) | 0.0 | $14k | 393.00 | 35.62 | |
Clorox Company (CLX) | 0.0 | $17k | 136.00 | 125.00 | |
Prudential Financial (PRU) | 0.0 | $28k | 266.00 | 105.26 | |
Discovery Communications | 0.0 | $16k | 585.00 | 27.35 | |
Bce (BCE) | 0.0 | $16k | 369.00 | 43.36 | |
PPL Corporation (PPL) | 0.0 | $15k | 432.00 | 34.72 | |
Whiting Petroleum Corporation | 0.0 | $31k | 2.6k | 12.16 | |
Estee Lauder Companies (EL) | 0.0 | $15k | 193.00 | 77.72 | |
salesforce (CRM) | 0.0 | $11k | 140.00 | 78.57 | |
Under Armour (UAA) | 0.0 | $12k | 400.00 | 30.00 | |
iShares Russell 2000 Index (IWM) | 0.0 | $11k | 80.00 | 137.50 | |
DTE Energy Company (DTE) | 0.0 | $17k | 175.00 | 97.14 | |
MetLife (MET) | 0.0 | $15k | 278.00 | 53.96 | |
South Jersey Industries | 0.0 | $15k | 464.00 | 32.33 | |
Chicago Bridge & Iron Company | 0.0 | $25k | 801.00 | 31.21 | |
Nektar Therapeutics (NKTR) | 0.0 | $13k | 1.1k | 11.82 | |
Skyworks Solutions (SWKS) | 0.0 | $14k | 155.00 | 90.32 | |
Jack Henry & Associates (JKHY) | 0.0 | $22k | 242.00 | 90.91 | |
Lakeland Ban | 0.0 | $13k | 726.00 | 17.91 | |
Golar Lng (GLNG) | 0.0 | $16k | 580.00 | 27.59 | |
Senior Housing Properties Trust | 0.0 | $16k | 866.00 | 18.48 | |
Brocade Communications Systems | 0.0 | $13k | 1.0k | 12.95 | |
Financial Select Sector SPDR (XLF) | 0.0 | $28k | 1.2k | 23.37 | |
iShares Dow Jones US Tele (IYZ) | 0.0 | $23k | 658.00 | 34.95 | |
iShares Dow Jones US Utilities (IDU) | 0.0 | $17k | 139.00 | 122.30 | |
Vanguard Growth ETF (VUG) | 0.0 | $26k | 225.00 | 115.56 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $19k | 193.00 | 98.45 | |
General Motors Company (GM) | 0.0 | $18k | 499.00 | 36.07 | |
Motorola Solutions (MSI) | 0.0 | $17k | 204.00 | 83.33 | |
Fiduciary/Claymore MLP Opportunity Fund | 0.0 | $27k | 1.8k | 15.13 | |
PowerShares Intl. Dividend Achiev. | 0.0 | $12k | 789.00 | 15.21 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $24k | 221.00 | 108.60 | |
iShares Dow Jones US Financial (IYF) | 0.0 | $24k | 238.00 | 100.84 | |
Nuveen Muni Value Fund (NUV) | 0.0 | $23k | 2.4k | 9.56 | |
Vanguard Utilities ETF (VPU) | 0.0 | $30k | 281.00 | 106.76 | |
Barclays Bank | 0.0 | $14k | 550.00 | 25.45 | |
Cheniere Energy Partners (CQP) | 0.0 | $20k | 700.00 | 28.57 | |
Nuveen Quality Pref. Inc. Fund II | 0.0 | $30k | 3.2k | 9.35 | |
Pimco Income Strategy Fund II (PFN) | 0.0 | $31k | 3.2k | 9.69 | |
iShares S&P Global Infrastructure Index (IGF) | 0.0 | $24k | 596.00 | 40.27 | |
Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $12k | 887.00 | 13.53 | |
Schwab U S Small Cap ETF (SCHA) | 0.0 | $11k | 185.00 | 59.46 | |
Vanguard Long Term Corporate Bond ETF (VCLT) | 0.0 | $19k | 213.00 | 89.20 | |
Powershares Etf Trust dyna buybk ach | 0.0 | $23k | 445.00 | 51.69 | |
Laredo Petroleum Holdings | 0.0 | $14k | 1.0k | 14.00 | |
Duke Energy (DUK) | 0.0 | $28k | 357.00 | 78.43 | |
Palo Alto Networks (PANW) | 0.0 | $28k | 200.00 | 140.00 | |
Asml Holding (ASML) | 0.0 | $12k | 102.00 | 117.65 | |
Prudential Gl Sh Dur Hi Yld | 0.0 | $30k | 2.0k | 15.00 | |
Liberty Global Inc C | 0.0 | $20k | 585.00 | 34.19 | |
Liberty Global Inc Com Ser A | 0.0 | $14k | 395.00 | 35.44 | |
Twenty-first Century Fox | 0.0 | $14k | 476.00 | 29.41 | |
Intercontinental Exchange (ICE) | 0.0 | $17k | 300.00 | 56.67 | |
Allegion Plc equity (ALLE) | 0.0 | $21k | 330.00 | 63.64 | |
Ishares Tr 0-5yr invt gr cp (SLQD) | 0.0 | $28k | 556.00 | 50.36 | |
Vodafone Group New Adr F (VOD) | 0.0 | $15k | 572.00 | 26.22 | |
Alibaba Group Holding (BABA) | 0.0 | $18k | 190.00 | 94.74 | |
Liberty Broadband Cl C (LBRDK) | 0.0 | $17k | 215.00 | 79.07 | |
Orbital Atk | 0.0 | $16k | 176.00 | 90.91 | |
Shake Shack Inc cl a (SHAK) | 0.0 | $12k | 350.00 | 34.29 | |
Nexpoint Credit Strategies Fund (NXDT) | 0.0 | $16k | 712.00 | 22.47 | |
Broad | 0.0 | $22k | 115.00 | 191.30 | |
Liberty Media Corp Delaware Com A Siriusxm | 0.0 | $12k | 329.00 | 36.47 | |
Liberty Media Corp Delaware Com C Siriusxm | 0.0 | $23k | 658.00 | 34.95 | |
Dell Technologies Inc Class V equity | 0.0 | $20k | 345.00 | 57.97 | |
BP (BP) | 0.0 | $9.0k | 233.00 | 38.63 | |
Cit | 0.0 | $9.0k | 223.00 | 40.36 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $6.0k | 112.00 | 53.57 | |
Fomento Economico Mexicano SAB (FMX) | 0.0 | $3.0k | 45.00 | 66.67 | |
Grupo Televisa (TV) | 0.0 | $1.0k | 59.00 | 16.95 | |
Time Warner | 0.0 | $3.0k | 27.00 | 111.11 | |
Taiwan Semiconductor Mfg (TSM) | 0.0 | $3.0k | 110.00 | 27.27 | |
Genworth Financial (GNW) | 0.0 | $2.0k | 400.00 | 5.00 | |
Principal Financial (PFG) | 0.0 | $9.0k | 149.00 | 60.40 | |
Rli (RLI) | 0.0 | $6.0k | 104.00 | 57.69 | |
Discover Financial Services (DFS) | 0.0 | $9.0k | 122.00 | 73.77 | |
Canadian Natl Ry (CNI) | 0.0 | $2.0k | 27.00 | 74.07 | |
FedEx Corporation (FDX) | 0.0 | $9.0k | 49.00 | 183.67 | |
Via | 0.0 | $7.0k | 164.00 | 42.68 | |
Teva Pharmaceutical Industries (TEVA) | 0.0 | $3.0k | 96.00 | 31.25 | |
CBS Corporation | 0.0 | $5.0k | 80.00 | 62.50 | |
Consolidated Edison (ED) | 0.0 | $4.0k | 57.00 | 70.18 | |
Dominion Resources (D) | 0.0 | $8.0k | 108.00 | 74.07 | |
Cardinal Health (CAH) | 0.0 | $7.0k | 96.00 | 72.92 | |
Bristol Myers Squibb (BMY) | 0.0 | $3.0k | 65.00 | 46.15 | |
Acxiom Corporation | 0.0 | $5.0k | 200.00 | 25.00 | |
Bank of Hawaii Corporation (BOH) | 0.0 | $10k | 113.00 | 88.50 | |
Core Laboratories | 0.0 | $9.0k | 77.00 | 116.88 | |
Genuine Parts Company (GPC) | 0.0 | $5.0k | 49.00 | 102.04 | |
T. Rowe Price (TROW) | 0.0 | $6.0k | 75.00 | 80.00 | |
V.F. Corporation (VFC) | 0.0 | $5.0k | 104.00 | 48.08 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $5.0k | 48.00 | 104.17 | |
Transocean (RIG) | 0.0 | $4.0k | 279.00 | 14.34 | |
AFLAC Incorporated (AFL) | 0.0 | $6.0k | 80.00 | 75.00 | |
Verisign (VRSN) | 0.0 | $6.0k | 78.00 | 76.92 | |
Akamai Technologies (AKAM) | 0.0 | $3.0k | 50.00 | 60.00 | |
Western Digital (WDC) | 0.0 | $7.0k | 102.00 | 68.63 | |
Nokia Corporation (NOK) | 0.0 | $2.0k | 321.00 | 6.23 | |
Emerson Electric (EMR) | 0.0 | $8.0k | 134.00 | 59.70 | |
Xilinx | 0.0 | $6.0k | 96.00 | 62.50 | |
Unum (UNM) | 0.0 | $9.0k | 193.00 | 46.63 | |
Eastman Chemical Company (EMN) | 0.0 | $7.0k | 95.00 | 73.68 | |
Interpublic Group of Companies (IPG) | 0.0 | $4.0k | 162.00 | 24.69 | |
AstraZeneca (AZN) | 0.0 | $5.0k | 191.00 | 26.18 | |
Koninklijke Philips Electronics NV (PHG) | 0.0 | $5.0k | 169.00 | 29.59 | |
Waters Corporation (WAT) | 0.0 | $8.0k | 57.00 | 140.35 | |
NiSource (NI) | 0.0 | $1.0k | 51.00 | 19.61 | |
Cenovus Energy (CVE) | 0.0 | $2.0k | 105.00 | 19.05 | |
CIGNA Corporation | 0.0 | $4.0k | 28.00 | 142.86 | |
Telefonaktiebolaget LM Ericsson (ERIC) | 0.0 | $999.680000 | 142.00 | 7.04 | |
General Mills (GIS) | 0.0 | $3.0k | 54.00 | 55.56 | |
Hess (HES) | 0.0 | $7.0k | 126.00 | 55.56 | |
Intuitive Surgical (ISRG) | 0.0 | $9.0k | 14.00 | 642.86 | |
Macy's (M) | 0.0 | $4.0k | 150.00 | 26.67 | |
Royal Dutch Shell | 0.0 | $2.0k | 33.00 | 60.61 | |
Schlumberger (SLB) | 0.0 | $9.0k | 102.00 | 88.24 | |
Symantec Corporation | 0.0 | $6.0k | 209.00 | 28.71 | |
Unilever | 0.0 | $2.0k | 43.00 | 46.51 | |
Xerox Corporation | 0.0 | $0 | 1.00 | 0.00 | |
American Electric Power Company (AEP) | 0.0 | $4.0k | 68.00 | 58.82 | |
Canadian Pacific Railway | 0.0 | $10k | 64.00 | 156.25 | |
Ford Motor Company (F) | 0.0 | $4.0k | 350.00 | 11.43 | |
Gilead Sciences (GILD) | 0.0 | $6.0k | 87.00 | 68.97 | |
Patterson Companies (PDCO) | 0.0 | $7.0k | 167.00 | 41.92 | |
Syngenta | 0.0 | $0 | 5.00 | 0.00 | |
Sap (SAP) | 0.0 | $4.0k | 48.00 | 83.33 | |
Abercrombie & Fitch (ANF) | 0.0 | $0 | 40.00 | 0.00 | |
National Beverage (FIZZ) | 0.0 | $5.0k | 114.00 | 43.86 | |
Hershey Company (HSY) | 0.0 | $9.0k | 86.00 | 104.65 | |
HFF | 0.0 | $6.0k | 204.00 | 29.41 | |
Advance Auto Parts (AAP) | 0.0 | $3.0k | 19.00 | 157.89 | |
Hovnanian Enterprises | 0.0 | $2.0k | 1.0k | 2.00 | |
Discovery Communications | 0.0 | $5.0k | 195.00 | 25.64 | |
Dover Corporation (DOV) | 0.0 | $9.0k | 110.00 | 81.82 | |
Frontier Communications | 0.0 | $0 | 12.00 | 0.00 | |
Primerica (PRI) | 0.0 | $7.0k | 95.00 | 73.68 | |
Thor Industries (THO) | 0.0 | $9.0k | 91.00 | 98.90 | |
Varian Medical Systems | 0.0 | $7.0k | 76.00 | 92.11 | |
Gra (GGG) | 0.0 | $9.0k | 105.00 | 85.71 | |
Constellation Brands (STZ) | 0.0 | $10k | 67.00 | 149.25 | |
Toyota Motor Corporation (TM) | 0.0 | $1.0k | 10.00 | 100.00 | |
Landstar System (LSTR) | 0.0 | $7.0k | 81.00 | 86.42 | |
Ventas (VTR) | 0.0 | $5.0k | 78.00 | 64.10 | |
SPDR Gold Trust (GLD) | 0.0 | $2.0k | 14.00 | 142.86 | |
Calpine Corporation | 0.0 | $4.0k | 356.00 | 11.24 | |
American Software (AMSWA) | 0.0 | $3.0k | 317.00 | 9.46 | |
Invesco (IVZ) | 0.0 | $8.0k | 255.00 | 31.37 | |
Mead Johnson Nutrition | 0.0 | $7.0k | 89.00 | 78.65 | |
Baidu (BIDU) | 0.0 | $2.0k | 9.00 | 222.22 | |
Edison International (EIX) | 0.0 | $2.0k | 24.00 | 83.33 | |
Ship Finance Intl | 0.0 | $9.0k | 565.00 | 15.93 | |
Sigma Designs | 0.0 | $6.0k | 1.0k | 6.00 | |
Bio-Rad Laboratories (BIO) | 0.0 | $2.0k | 9.00 | 222.22 | |
Brady Corporation (BRC) | 0.0 | $5.0k | 133.00 | 37.59 | |
Cheesecake Factory Incorporated (CAKE) | 0.0 | $9.0k | 152.00 | 59.21 | |
Cabot Microelectronics Corporation | 0.0 | $7.0k | 115.00 | 60.87 | |
Cognex Corporation (CGNX) | 0.0 | $6.0k | 100.00 | 60.00 | |
Cinemark Holdings (CNK) | 0.0 | $10k | 240.00 | 41.67 | |
First Financial Bankshares (FFIN) | 0.0 | $4.0k | 103.00 | 38.83 | |
Group Cgi Cad Cl A | 0.0 | $4.0k | 80.00 | 50.00 | |
Sally Beauty Holdings (SBH) | 0.0 | $8.0k | 308.00 | 25.97 | |
A. Schulman | 0.0 | $5.0k | 150.00 | 33.33 | |
Skechers USA (SKX) | 0.0 | $7.0k | 300.00 | 23.33 | |
Sun Hydraulics Corporation | 0.0 | $4.0k | 101.00 | 39.60 | |
TTM Technologies (TTMI) | 0.0 | $5.0k | 355.00 | 14.08 | |
Monotype Imaging Holdings | 0.0 | $7.0k | 337.00 | 20.77 | |
British American Tobac (BTI) | 0.0 | $3.0k | 24.00 | 125.00 | |
BorgWarner (BWA) | 0.0 | $10k | 243.00 | 41.15 | |
ING Groep (ING) | 0.0 | $3.0k | 207.00 | 14.49 | |
Cheniere Energy (LNG) | 0.0 | $8.0k | 175.00 | 45.71 | |
Unilever (UL) | 0.0 | $6.0k | 132.00 | 45.45 | |
Badger Meter (BMI) | 0.0 | $8.0k | 214.00 | 37.38 | |
Clarcor | 0.0 | $5.0k | 57.00 | 87.72 | |
Lloyds TSB (LYG) | 0.0 | $999.040000 | 446.00 | 2.24 | |
Realty Income (O) | 0.0 | $4.0k | 64.00 | 62.50 | |
RBC Bearings Incorporated (RBC) | 0.0 | $8.0k | 92.00 | 86.96 | |
Scotts Miracle-Gro Company (SMG) | 0.0 | $5.0k | 57.00 | 87.72 | |
Smith & Nephew (SNN) | 0.0 | $2.0k | 66.00 | 30.30 | |
WD-40 Company (WDFC) | 0.0 | $4.0k | 43.00 | 93.02 | |
Cass Information Systems (CASS) | 0.0 | $8.0k | 127.00 | 62.99 | |
Momenta Pharmaceuticals | 0.0 | $5.0k | 350.00 | 14.29 | |
Teradyne (TER) | 0.0 | $4.0k | 153.00 | 26.14 | |
EQT Corporation (EQT) | 0.0 | $8.0k | 127.00 | 62.99 | |
Suncor Energy (SU) | 0.0 | $8.0k | 241.00 | 33.20 | |
InterOil Corporation | 0.0 | $7.0k | 150.00 | 46.67 | |
American International (AIG) | 0.0 | $10k | 156.00 | 64.10 | |
iShares S&P MidCap 400 Growth (IJK) | 0.0 | $6.0k | 35.00 | 171.43 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $8.0k | 25.00 | 320.00 | |
iShares Dow Jones US Basic Mater. (IYM) | 0.0 | $4.0k | 49.00 | 81.63 | |
Templeton Global Income Fund | 0.0 | $0 | 34.00 | 0.00 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $8.0k | 75.00 | 106.67 | |
IntraLinks Holdings | 0.0 | $2.0k | 140.00 | 14.29 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $6.0k | 140.00 | 42.86 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $4.0k | 30.00 | 133.33 | |
DNP Select Income Fund (DNP) | 0.0 | $7.0k | 700.00 | 10.00 | |
iShares Dow Jones US Consumer Ser. (IYC) | 0.0 | $3.0k | 20.00 | 150.00 | |
Vanguard European ETF (VGK) | 0.0 | $8.0k | 165.00 | 48.48 | |
iShares S&P NA Nat. Re. Sc. Idx (IGE) | 0.0 | $4.0k | 107.00 | 37.38 | |
PowerShares S&P 500 BuyWrite Portfol ETF | 0.0 | $10k | 470.00 | 21.28 | |
iShares S&P NA Tec. Semi. Idx (SOXX) | 0.0 | $5.0k | 39.00 | 128.21 | |
iShares S&P NA Tech. Sec. Idx (IGM) | 0.0 | $4.0k | 28.00 | 142.86 | |
Tortoise Energy Infrastructure | 0.0 | $7.0k | 215.00 | 32.56 | |
PowerShares DWA Emerg Markts Tech | 0.0 | $0 | 21.00 | 0.00 | |
SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.0 | $9.0k | 86.00 | 104.65 | |
Invesco Van Kampen Muni Opp Trust (VMO) | 0.0 | $1.0k | 60.00 | 16.67 | |
Nuveen Select Tax Free Incom Portfolio 2 | 0.0 | $1.0k | 54.00 | 18.52 | |
Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.0 | $6.0k | 392.00 | 15.31 | |
Pimco Municipal Income Fund III (PMX) | 0.0 | $3.0k | 250.00 | 12.00 | |
BlackRock MuniVest Fund (MVF) | 0.0 | $9.0k | 875.00 | 10.29 | |
PowerShares DWA Technical Ldrs Pf | 0.0 | $9.0k | 217.00 | 41.47 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 0.0 | $9.0k | 156.00 | 57.69 | |
American Intl Group | 0.0 | $0 | 14.00 | 0.00 | |
Citigroup (C) | 0.0 | $10k | 183.00 | 54.64 | |
Gamco Global Gold Natural Reso (GGN) | 0.0 | $0 | 6.00 | 0.00 | |
Aon | 0.0 | $7.0k | 64.00 | 109.38 | |
Phillips 66 (PSX) | 0.0 | $3.0k | 34.00 | 88.24 | |
Wpp Plc- (WPP) | 0.0 | $4.0k | 31.00 | 129.03 | |
Artisan Partners (APAM) | 0.0 | $6.0k | 198.00 | 30.30 | |
American Airls (AAL) | 0.0 | $5.0k | 114.00 | 43.86 | |
re Max Hldgs Inc cl a (RMAX) | 0.0 | $10k | 192.00 | 52.08 | |
Fidelity msci energy idx (FENY) | 0.0 | $10k | 500.00 | 20.00 | |
Transenterix | 0.0 | $1.0k | 655.00 | 1.53 | |
Synchrony Financial (SYF) | 0.0 | $8.0k | 208.00 | 38.46 | |
Anthem (ELV) | 0.0 | $8.0k | 55.00 | 145.45 | |
Crown Castle Intl (CCI) | 0.0 | $9.0k | 106.00 | 84.91 | |
Ubs Group (UBS) | 0.0 | $3.0k | 160.00 | 18.75 | |
Liberty Broadband Corporation (LBRDA) | 0.0 | $6.0k | 81.00 | 74.07 | |
Relx (RELX) | 0.0 | $4.0k | 249.00 | 16.06 | |
Paypal Holdings (PYPL) | 0.0 | $3.0k | 65.00 | 46.15 | |
Liberty Global | 0.0 | $5.0k | 200.00 | 25.00 | |
Liberty Global | 0.0 | $4.0k | 200.00 | 20.00 | |
Welltower Inc Com reit (WELL) | 0.0 | $7.0k | 101.00 | 69.31 | |
Rmr Group Inc cl a (RMR) | 0.0 | $0 | 8.00 | 0.00 | |
Liberty Media Corp Series C Li | 0.0 | $5.0k | 164.00 | 30.49 | |
Under Armour Inc Cl C (UA) | 0.0 | $10k | 402.00 | 24.88 | |
Liberty Media Corp Del Com Ser | 0.0 | $2.0k | 81.00 | 24.69 | |
Western Asset Corporate Loan F | 0.0 | $10k | 855.00 | 11.70 | |
Liberty Media Corp Delaware Com A Braves Grp | 0.0 | $1.0k | 32.00 | 31.25 | |
Liberty Media Corp Delaware Com C Braves Grp | 0.0 | $999.700000 | 65.00 | 15.38 | |
Etf Managers Tr purefunds ise cy | 0.0 | $3.0k | 100.00 | 30.00 | |
Siteone Landscape Supply (SITE) | 0.0 | $4.0k | 96.00 | 41.67 | |
Fortive (FTV) | 0.0 | $2.0k | 45.00 | 44.44 | |
Dextera Surgical | 0.0 | $5.0k | 3.0k | 1.67 | |
Xl | 0.0 | $3.0k | 75.00 | 40.00 | |
Liberty Ventures - Ser A | 0.0 | $3.0k | 83.00 | 36.14 | |
Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 0.0 | $8.0k | 314.00 | 25.48 | |
Liberty Expedia Holdings ser a | 0.0 | $4.0k | 100.00 | 40.00 |