Laurel Wealth Advisors as of June 30, 2018
Portfolio Holdings for Laurel Wealth Advisors
Laurel Wealth Advisors holds 383 positions in its portfolio as reported in the June 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 6.0 | $23M | 127k | 181.82 | |
Qualcomm (QCOM) | 4.2 | $16M | 286k | 56.05 | |
Microsoft Corporation (MSFT) | 2.0 | $7.7M | 78k | 98.60 | |
Amazon (AMZN) | 1.8 | $7.0M | 4.1k | 1699.55 | |
Johnson & Johnson (JNJ) | 1.6 | $6.2M | 51k | 121.34 | |
Exxon Mobil Corporation (XOM) | 1.6 | $6.0M | 72k | 82.73 | |
3M Company (MMM) | 1.6 | $6.0M | 30k | 196.70 | |
Chevron Corporation (CVX) | 1.5 | $5.8M | 46k | 126.43 | |
Alphabet Inc Class C cs (GOOG) | 1.5 | $5.7M | 5.1k | 1115.52 | |
iShares S&P 500 Index (IVV) | 1.3 | $4.9M | 18k | 273.03 | |
Facebook Inc cl a (META) | 1.2 | $4.7M | 24k | 194.31 | |
Verizon Communications (VZ) | 1.2 | $4.6M | 91k | 50.31 | |
Vanguard Total Stock Market ETF (VTI) | 1.2 | $4.6M | 33k | 140.42 | |
At&t (T) | 1.1 | $4.4M | 128k | 34.36 | |
Procter & Gamble Company (PG) | 1.1 | $4.4M | 56k | 78.06 | |
Cisco Systems (CSCO) | 1.1 | $4.2M | 98k | 43.03 | |
Consolidated Edison (ED) | 1.0 | $4.0M | 51k | 77.97 | |
Home Depot (HD) | 1.0 | $3.9M | 20k | 195.09 | |
Consumer Staples Select Sect. SPDR (XLP) | 1.0 | $3.9M | 76k | 51.53 | |
Spdr S&p 500 Etf (SPY) | 1.0 | $3.7M | 14k | 271.24 | |
Berkshire Hathaway (BRK.B) | 0.9 | $3.6M | 19k | 186.62 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.9 | $3.6M | 21k | 171.65 | |
Vanguard Mid-Cap ETF (VO) | 0.9 | $3.5M | 22k | 157.48 | |
Alps Etf sectr div dogs (SDOG) | 0.8 | $3.3M | 73k | 44.49 | |
Novartis (NVS) | 0.8 | $3.1M | 42k | 75.50 | |
Vanguard Small-Cap ETF (VB) | 0.8 | $3.0M | 20k | 155.58 | |
Pepsi (PEP) | 0.7 | $2.8M | 26k | 108.86 | |
Altria (MO) | 0.7 | $2.8M | 49k | 56.78 | |
Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.7 | $2.7M | 23k | 118.93 | |
Vanguard S&p 500 Etf idx (VOO) | 0.7 | $2.7M | 11k | 249.48 | |
Wells Fargo & Company (WFC) | 0.7 | $2.6M | 48k | 55.42 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $2.5M | 24k | 104.18 | |
McDonald's Corporation (MCD) | 0.6 | $2.4M | 16k | 156.66 | |
iShares Russell 2000 Index (IWM) | 0.6 | $2.5M | 15k | 163.73 | |
Vanguard Mega Cap 300 Value Index ETF (MGV) | 0.6 | $2.4M | 33k | 74.38 | |
Pfizer (PFE) | 0.6 | $2.4M | 66k | 36.28 | |
Boeing Company (BA) | 0.6 | $2.4M | 7.1k | 335.41 | |
Walt Disney Company (DIS) | 0.6 | $2.3M | 22k | 104.77 | |
International Business Machines (IBM) | 0.6 | $2.2M | 16k | 139.69 | |
Constellation Brands (STZ) | 0.6 | $2.2M | 9.9k | 218.84 | |
United Parcel Service (UPS) | 0.6 | $2.2M | 20k | 106.21 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.6 | $2.2M | 21k | 101.62 | |
Vanguard REIT ETF (VNQ) | 0.6 | $2.2M | 27k | 81.44 | |
Phillips 66 (PSX) | 0.6 | $2.1M | 19k | 112.31 | |
iShares S&P MidCap 400 Index (IJH) | 0.5 | $2.1M | 11k | 194.71 | |
First Trust Iv Enhanced Short (FTSM) | 0.5 | $2.0M | 34k | 59.98 | |
Altisource Portfolio Solns S reg (ASPS) | 0.5 | $1.9M | 66k | 29.16 | |
Merck & Co (MRK) | 0.5 | $1.9M | 31k | 60.69 | |
Alphabet Inc Class A cs (GOOGL) | 0.5 | $1.9M | 1.7k | 1128.75 | |
Sito Mobile (STTO) | 0.5 | $1.8M | 707k | 2.59 | |
Realty Income (O) | 0.5 | $1.8M | 33k | 53.77 | |
General Electric Company | 0.5 | $1.8M | 131k | 13.61 | |
Brookfield Infrastructure Part (BIP) | 0.5 | $1.8M | 47k | 38.38 | |
SPDR S&P Biotech (XBI) | 0.5 | $1.7M | 18k | 95.14 | |
Bank of America Corporation (BAC) | 0.4 | $1.7M | 60k | 28.18 | |
Coca-Cola Company (KO) | 0.4 | $1.7M | 39k | 43.85 | |
American Electric Power Company (AEP) | 0.4 | $1.7M | 24k | 69.23 | |
Kimberly-Clark Corporation (KMB) | 0.4 | $1.6M | 15k | 105.30 | |
Weyerhaeuser Company (WY) | 0.4 | $1.6M | 44k | 36.45 | |
iShares MSCI EAFE Index Fund (EFA) | 0.4 | $1.6M | 24k | 66.97 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.4 | $1.6M | 30k | 54.07 | |
Dowdupont | 0.4 | $1.6M | 25k | 65.91 | |
Philip Morris International (PM) | 0.4 | $1.6M | 19k | 80.70 | |
Bce (BCE) | 0.4 | $1.6M | 39k | 40.49 | |
Diageo (DEO) | 0.4 | $1.5M | 11k | 143.97 | |
Honeywell International (HON) | 0.4 | $1.6M | 11k | 144.00 | |
Sempra Energy (SRE) | 0.4 | $1.5M | 13k | 116.06 | |
AmeriGas Partners | 0.4 | $1.6M | 37k | 42.20 | |
Vanguard Emerging Markets ETF (VWO) | 0.4 | $1.5M | 37k | 42.17 | |
SPDR S&P Dividend (SDY) | 0.4 | $1.5M | 16k | 92.66 | |
Vanguard Europe Pacific ETF (VEA) | 0.4 | $1.5M | 35k | 42.89 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.4 | $1.5M | 14k | 106.77 | |
Kingstone Companies (KINS) | 0.4 | $1.5M | 86k | 16.90 | |
Magellan Midstream Partners | 0.4 | $1.4M | 20k | 69.06 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 0.4 | $1.4M | 28k | 49.71 | |
Abbvie (ABBV) | 0.4 | $1.4M | 15k | 92.62 | |
Direxion Shs Etf Tr nas100 eql wgt (QQQE) | 0.4 | $1.4M | 31k | 45.15 | |
Ssga Active Etf Tr mfs sys gwt eq | 0.3 | $1.4M | 17k | 80.65 | |
United Technologies Corporation | 0.3 | $1.3M | 10k | 124.98 | |
Southern Company (SO) | 0.3 | $1.3M | 28k | 46.28 | |
Intel Corporation (INTC) | 0.3 | $1.3M | 26k | 49.68 | |
Citigroup (C) | 0.3 | $1.2M | 18k | 66.91 | |
Wal-Mart Stores (WMT) | 0.3 | $1.2M | 14k | 85.62 | |
General Mills (GIS) | 0.3 | $1.2M | 27k | 44.26 | |
Goldman Sachs Etf Tr (GSLC) | 0.3 | $1.2M | 22k | 54.71 | |
Sociedad Quimica y Minera (SQM) | 0.3 | $1.1M | 24k | 48.02 | |
Netflix (NFLX) | 0.3 | $1.2M | 3.0k | 391.39 | |
Kraft Heinz (KHC) | 0.3 | $1.2M | 19k | 62.81 | |
Public Storage (PSA) | 0.3 | $1.1M | 4.9k | 226.73 | |
Starbucks Corporation (SBUX) | 0.3 | $1.1M | 23k | 48.84 | |
Welltower Inc Com reit (WELL) | 0.3 | $1.1M | 18k | 62.66 | |
NVIDIA Corporation (NVDA) | 0.3 | $1.1M | 4.5k | 236.83 | |
Amgen (AMGN) | 0.3 | $1.1M | 5.9k | 184.48 | |
Potlatch Corporation (PCH) | 0.3 | $1.1M | 22k | 50.83 | |
Utilities SPDR (XLU) | 0.3 | $1.1M | 21k | 51.92 | |
Vanguard High Dividend Yield ETF (VYM) | 0.3 | $1.1M | 13k | 83.03 | |
Royal Caribbean Cruises (RCL) | 0.3 | $1.1M | 10k | 103.58 | |
Crown Castle Intl (CCI) | 0.3 | $1.1M | 9.8k | 107.73 | |
Hormel Foods Corporation (HRL) | 0.3 | $1.0M | 27k | 37.19 | |
Innovator Etfs Tr ibd 50 etf (FFTY) | 0.3 | $1.0M | 29k | 35.08 | |
GlaxoSmithKline | 0.2 | $951k | 24k | 40.27 | |
Spectra Energy Partners | 0.2 | $951k | 27k | 35.40 | |
Gilead Sciences (GILD) | 0.2 | $929k | 13k | 70.84 | |
Visa (V) | 0.2 | $922k | 7.0k | 132.32 | |
Comcast Corporation (CMCSA) | 0.2 | $878k | 27k | 32.78 | |
Automatic Data Processing (ADP) | 0.2 | $869k | 6.5k | 134.10 | |
Key (KEY) | 0.2 | $871k | 45k | 19.52 | |
Monmouth R.E. Inv | 0.2 | $866k | 53k | 16.51 | |
SYSCO Corporation (SYY) | 0.2 | $852k | 13k | 68.26 | |
Bank Of America Corporation preferred (BAC.PL) | 0.2 | $836k | 669.00 | 1249.63 | |
Vanguard Growth ETF (VUG) | 0.2 | $837k | 5.6k | 149.79 | |
Vanguard Value ETF (VTV) | 0.2 | $846k | 8.2k | 103.79 | |
First Trust Large Cap Core Alp Fnd (FEX) | 0.2 | $853k | 14k | 59.29 | |
Taiwan Semiconductor Mfg (TSM) | 0.2 | $798k | 22k | 36.53 | |
Illinois Tool Works (ITW) | 0.2 | $802k | 5.8k | 138.51 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.2 | $806k | 9.7k | 83.47 | |
Sotherly Hotels (SOHO) | 0.2 | $820k | 118k | 6.98 | |
Alibaba Group Holding (BABA) | 0.2 | $774k | 4.2k | 185.40 | |
Unitedhealth Group | 0.2 | $761k | 3.1k | 245.33 | |
Emerson Electric (EMR) | 0.2 | $720k | 10k | 69.08 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 0.2 | $747k | 12k | 63.12 | |
Abbott Laboratories (ABT) | 0.2 | $698k | 11k | 60.97 | |
Praxair | 0.2 | $681k | 4.3k | 158.04 | |
MKS Instruments (MKSI) | 0.2 | $708k | 7.4k | 95.61 | |
Clearbridge Energy M | 0.2 | $696k | 49k | 14.11 | |
First Tr Exch Trd Alpha Fd I emerg mkt alph (FEM) | 0.2 | $707k | 27k | 25.83 | |
Costco Wholesale Corporation (COST) | 0.2 | $672k | 3.2k | 208.89 | |
Royal Dutch Shell | 0.2 | $671k | 9.2k | 72.57 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.2 | $663k | 13k | 51.77 | |
Schwab International Equity ETF (SCHF) | 0.2 | $637k | 19k | 33.02 | |
Express Scripts Holding | 0.2 | $664k | 8.6k | 77.15 | |
Duke Energy (DUK) | 0.2 | $645k | 8.2k | 79.02 | |
Goldman Sachs Etf Tr activebeta int (GSIE) | 0.2 | $639k | 22k | 29.36 | |
Enterprise Products Partners (EPD) | 0.2 | $629k | 23k | 27.64 | |
iShares Russell 2000 Value Index (IWN) | 0.2 | $624k | 4.7k | 131.90 | |
Vanguard Information Technology ETF (VGT) | 0.2 | $609k | 3.4k | 181.30 | |
Mondelez Int (MDLZ) | 0.2 | $597k | 15k | 40.99 | |
Wec Energy Group (WEC) | 0.2 | $605k | 9.4k | 64.59 | |
Vaneck Vectors Etf Tr High Yld Mun Etf | 0.2 | $621k | 20k | 31.43 | |
Front Yard Residential Corp | 0.2 | $616k | 59k | 10.41 | |
U.S. Bancorp (USB) | 0.1 | $562k | 11k | 49.99 | |
V.F. Corporation (VFC) | 0.1 | $584k | 7.2k | 81.45 | |
Schlumberger (SLB) | 0.1 | $575k | 8.6k | 66.99 | |
Tor Dom Bk Cad (TD) | 0.1 | $592k | 10k | 57.79 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $584k | 5.1k | 114.38 | |
Kinder Morgan (KMI) | 0.1 | $595k | 34k | 17.65 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.1 | $568k | 12k | 49.28 | |
Jd (JD) | 0.1 | $568k | 15k | 38.93 | |
Oppenheimer Rev Weighted Etf ultra divid rev | 0.1 | $593k | 16k | 38.22 | |
Nucor Corporation (NUE) | 0.1 | $529k | 8.5k | 62.46 | |
Paychex (PAYX) | 0.1 | $552k | 8.1k | 68.35 | |
Morgan Stanley (MS) | 0.1 | $534k | 11k | 47.35 | |
BB&T Corporation | 0.1 | $520k | 10k | 50.44 | |
ConocoPhillips (COP) | 0.1 | $536k | 7.7k | 69.53 | |
Texas Instruments Incorporated (TXN) | 0.1 | $538k | 4.9k | 110.11 | |
Lowe's Companies (LOW) | 0.1 | $551k | 5.8k | 95.51 | |
PPL Corporation (PPL) | 0.1 | $552k | 19k | 28.51 | |
Cibc Cad (CM) | 0.1 | $528k | 6.1k | 86.91 | |
iShares S&P 500 Value Index (IVE) | 0.1 | $548k | 5.0k | 110.08 | |
Tesla Motors (TSLA) | 0.1 | $553k | 1.6k | 342.41 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $556k | 3.4k | 161.82 | |
Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.1 | $533k | 40k | 13.35 | |
Blackrock Build America Bond Trust (BBN) | 0.1 | $545k | 25k | 22.08 | |
Wp Carey (WPC) | 0.1 | $549k | 8.3k | 66.23 | |
Atlassian Corp Plc cl a | 0.1 | $540k | 8.6k | 62.45 | |
Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund (FLTR) | 0.1 | $542k | 22k | 25.23 | |
Axon Enterprise (AXON) | 0.1 | $521k | 8.3k | 63.10 | |
Invesco S&p 500 High Div, Low V equities (SPHD) | 0.1 | $538k | 13k | 40.99 | |
Ameren Corporation (AEE) | 0.1 | $516k | 8.5k | 60.75 | |
CVS Caremark Corporation (CVS) | 0.1 | $501k | 7.8k | 64.34 | |
Nextera Energy (NEE) | 0.1 | $494k | 3.0k | 166.89 | |
Target Corporation (TGT) | 0.1 | $501k | 6.6k | 76.04 | |
Ford Motor Company (F) | 0.1 | $510k | 46k | 11.07 | |
General Dynamics Corporation (GD) | 0.1 | $514k | 2.8k | 186.23 | |
Energy Transfer Equity (ET) | 0.1 | $492k | 29k | 17.23 | |
Bk Nova Cad (BNS) | 0.1 | $495k | 8.7k | 57.13 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $481k | 5.7k | 85.03 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $519k | 14k | 37.70 | |
iShares S&P NA Tec. Semi. Idx (SOXX) | 0.1 | $489k | 2.7k | 178.14 | |
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.1 | $506k | 22k | 23.02 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $501k | 6.4k | 78.10 | |
Clearbridge Energy Mlp Opp F | 0.1 | $505k | 46k | 10.92 | |
Zedge Inc cl b (ZDGE) | 0.1 | $502k | 133k | 3.76 | |
Charles Schwab Corporation (SCHW) | 0.1 | $458k | 9.0k | 51.06 | |
American Express Company (AXP) | 0.1 | $444k | 4.5k | 97.91 | |
Eli Lilly & Co. (LLY) | 0.1 | $464k | 5.4k | 85.20 | |
Health Care SPDR (XLV) | 0.1 | $461k | 5.5k | 83.35 | |
Bristol Myers Squibb (BMY) | 0.1 | $453k | 8.2k | 55.28 | |
Valero Energy Corporation (VLO) | 0.1 | $478k | 4.3k | 110.65 | |
Lockheed Martin Corporation (LMT) | 0.1 | $459k | 1.6k | 294.99 | |
Nike (NKE) | 0.1 | $471k | 5.9k | 79.68 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 0.1 | $480k | 16k | 30.26 | |
Vanguard Admiral Fds Inc equity (VOOG) | 0.1 | $469k | 3.2k | 145.88 | |
Vanguard Admiral Fds Inc equity (VOOV) | 0.1 | $448k | 4.2k | 106.11 | |
Aon | 0.1 | $478k | 3.5k | 137.12 | |
Ssga Active Etf Tr mfs sys val eq | 0.1 | $443k | 6.7k | 66.37 | |
KB Home (KBH) | 0.1 | $405k | 15k | 27.18 | |
Ventas (VTR) | 0.1 | $428k | 7.5k | 56.89 | |
Illumina (ILMN) | 0.1 | $405k | 1.5k | 279.12 | |
Pinnacle West Capital Corporation (PNW) | 0.1 | $413k | 5.1k | 80.49 | |
iShares MSCI EAFE Value Index (EFV) | 0.1 | $417k | 8.1k | 51.23 | |
Dreyfus Strategic Municipal Bond Fund | 0.1 | $412k | 54k | 7.57 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $405k | 6.2k | 64.84 | |
Schwab Strategic Tr cmn (SCHV) | 0.1 | $424k | 8.0k | 53.10 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $438k | 5.8k | 75.71 | |
S&p Global (SPGI) | 0.1 | $437k | 2.1k | 203.73 | |
Equinor Asa (EQNR) | 0.1 | $423k | 16k | 26.38 | |
Nu Skin Enterprises (NUS) | 0.1 | $390k | 5.0k | 78.00 | |
Deere & Company (DE) | 0.1 | $366k | 2.6k | 139.69 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $388k | 4.6k | 83.49 | |
MGM Resorts International. (MGM) | 0.1 | $367k | 13k | 28.96 | |
Aaon (AAON) | 0.1 | $399k | 12k | 33.25 | |
iShares Gold Trust | 0.1 | $388k | 32k | 12.00 | |
First Trust Small Cap Cr AlphaDEX (FYX) | 0.1 | $398k | 6.0k | 65.90 | |
iShares Dow Jones US Consumer Ser. (IYC) | 0.1 | $375k | 1.9k | 193.60 | |
Blackrock Muniyield California Ins Fund | 0.1 | $378k | 28k | 13.32 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.1 | $376k | 6.9k | 54.87 | |
D First Tr Exchange-traded (FPE) | 0.1 | $400k | 21k | 19.02 | |
Ssga Active Etf Tr mfs sys cor eq | 0.1 | $401k | 5.3k | 75.16 | |
Fnf (FNF) | 0.1 | $370k | 9.8k | 37.60 | |
Anthem (ELV) | 0.1 | $376k | 1.6k | 237.97 | |
Monster Beverage Corp (MNST) | 0.1 | $377k | 6.6k | 57.17 | |
Nuvectra | 0.1 | $369k | 18k | 20.50 | |
Broadcom (AVGO) | 0.1 | $371k | 1.5k | 242.48 | |
Broadridge Financial Solutions (BR) | 0.1 | $329k | 2.9k | 114.91 | |
Goldman Sachs (GS) | 0.1 | $349k | 1.6k | 219.87 | |
Fidelity National Information Services (FIS) | 0.1 | $339k | 3.2k | 105.90 | |
Caterpillar (CAT) | 0.1 | $358k | 2.6k | 135.50 | |
Royal Dutch Shell | 0.1 | $360k | 5.2k | 69.14 | |
Stryker Corporation (SYK) | 0.1 | $334k | 2.0k | 168.60 | |
Biogen Idec (BIIB) | 0.1 | $338k | 1.2k | 289.88 | |
TJX Companies (TJX) | 0.1 | $340k | 3.6k | 95.10 | |
Fifth Third Ban (FITB) | 0.1 | $330k | 12k | 28.70 | |
Public Service Enterprise (PEG) | 0.1 | $344k | 6.4k | 54.05 | |
Magna Intl Inc cl a (MGA) | 0.1 | $331k | 5.7k | 58.10 | |
SPDR Gold Trust (GLD) | 0.1 | $350k | 3.0k | 118.56 | |
Delta Air Lines (DAL) | 0.1 | $358k | 7.2k | 49.45 | |
Edison International (EIX) | 0.1 | $353k | 5.6k | 63.25 | |
McCormick & Company, Incorporated (MKC) | 0.1 | $340k | 2.9k | 115.88 | |
Epr Properties Pfd C 5.75% (EPR.PC) | 0.1 | $348k | 13k | 26.61 | |
Bluebird Bio (BLUE) | 0.1 | $358k | 2.3k | 156.67 | |
Booking Holdings (BKNG) | 0.1 | $362k | 179.00 | 2022.35 | |
BP (BP) | 0.1 | $324k | 7.1k | 45.54 | |
BlackRock (BLK) | 0.1 | $303k | 608.00 | 498.36 | |
Blackstone | 0.1 | $312k | 9.8k | 31.76 | |
Carnival Corporation (CCL) | 0.1 | $308k | 5.4k | 57.17 | |
Intuitive Surgical (ISRG) | 0.1 | $296k | 619.00 | 478.19 | |
Kellogg Company (K) | 0.1 | $313k | 4.5k | 69.85 | |
Transcanada Corp | 0.1 | $313k | 7.3k | 43.17 | |
HCP | 0.1 | $293k | 11k | 25.74 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $325k | 2.3k | 143.55 | |
iShares S&P 500 Growth Index (IVW) | 0.1 | $326k | 2.0k | 162.27 | |
Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.1 | $308k | 20k | 15.44 | |
First Trust Financials AlphaDEX (FXO) | 0.1 | $317k | 10k | 31.32 | |
First Tr Nasdaq Aba Cmnty Bk ut com shs etf (QABA) | 0.1 | $292k | 5.4k | 54.58 | |
Post Holdings Inc Common (POST) | 0.1 | $323k | 3.8k | 85.84 | |
Epr Properties (EPR) | 0.1 | $294k | 4.5k | 64.64 | |
0.1 | $318k | 7.3k | 43.54 | ||
Medtronic (MDT) | 0.1 | $301k | 3.5k | 85.34 | |
Paypal Holdings (PYPL) | 0.1 | $311k | 3.7k | 83.07 | |
Square Inc cl a (SQ) | 0.1 | $321k | 5.2k | 61.64 | |
Liberty Media Corp Delaware Com C Siriusxm | 0.1 | $295k | 6.5k | 45.33 | |
Evergy (EVRG) | 0.1 | $293k | 5.2k | 56.02 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $288k | 5.3k | 53.86 | |
Archer Daniels Midland Company (ADM) | 0.1 | $288k | 6.3k | 45.80 | |
Brookfield Asset Management | 0.1 | $263k | 6.5k | 40.44 | |
Cerner Corporation | 0.1 | $262k | 4.4k | 59.68 | |
Core Laboratories | 0.1 | $259k | 2.1k | 125.73 | |
Travelers Companies (TRV) | 0.1 | $256k | 2.1k | 122.20 | |
International Paper Company (IP) | 0.1 | $261k | 5.0k | 51.96 | |
AmerisourceBergen (COR) | 0.1 | $276k | 3.2k | 85.11 | |
Tetra Tech (TTEK) | 0.1 | $263k | 4.5k | 58.44 | |
Thermo Fisher Scientific (TMO) | 0.1 | $267k | 1.3k | 206.66 | |
Aetna | 0.1 | $276k | 1.5k | 183.39 | |
Berkshire Hathaway (BRK.A) | 0.1 | $282k | 1.00 | 282000.00 | |
Accenture (ACN) | 0.1 | $262k | 1.6k | 163.44 | |
Discovery Communications | 0.1 | $276k | 11k | 25.49 | |
Carnival (CUK) | 0.1 | $265k | 4.6k | 57.61 | |
Suncor Energy (SU) | 0.1 | $282k | 6.9k | 40.59 | |
Manulife Finl Corp (MFC) | 0.1 | $287k | 16k | 17.94 | |
American Water Works (AWK) | 0.1 | $260k | 3.1k | 85.22 | |
Oneok (OKE) | 0.1 | $281k | 4.0k | 69.69 | |
Financial Select Sector SPDR (XLF) | 0.1 | $267k | 10k | 26.56 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $264k | 2.4k | 108.96 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $279k | 2.9k | 97.45 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $287k | 3.4k | 83.36 | |
Vanguard Total Bond Market ETF (BND) | 0.1 | $273k | 3.5k | 78.99 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $286k | 2.6k | 110.30 | |
iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.1 | $256k | 1.3k | 191.90 | |
First Trust Morningstar Divid Ledr (FDL) | 0.1 | $277k | 9.7k | 28.53 | |
Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.1 | $259k | 20k | 13.17 | |
Advisorshares Tr bny grwth (AADR) | 0.1 | $287k | 5.4k | 53.21 | |
Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.1 | $259k | 4.5k | 58.01 | |
Doubleline Opportunistic Cr (DBL) | 0.1 | $272k | 13k | 20.81 | |
Norwegian Cruise Line Hldgs (NCLH) | 0.1 | $272k | 5.8k | 47.20 | |
Allianzgi Equity & Conv In | 0.1 | $276k | 12k | 22.23 | |
Eversource Energy (ES) | 0.1 | $285k | 4.9k | 58.46 | |
Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 0.1 | $284k | 4.6k | 62.08 | |
National Grid (NGG) | 0.1 | $283k | 5.1k | 55.79 | |
Black Knight | 0.1 | $252k | 4.7k | 53.42 | |
Horizons Etf Tr I hrzns s&p500 cov | 0.1 | $254k | 5.1k | 49.85 | |
Cannae Holdings (CNNE) | 0.1 | $271k | 15k | 18.51 | |
Liberty Interactive Corp (QRTEA) | 0.1 | $279k | 13k | 21.21 | |
MasterCard Incorporated (MA) | 0.1 | $226k | 1.2k | 196.01 | |
PNC Financial Services (PNC) | 0.1 | $229k | 1.7k | 134.55 | |
Ecolab (ECL) | 0.1 | $224k | 1.6k | 140.00 | |
Edwards Lifesciences (EW) | 0.1 | $248k | 1.7k | 145.54 | |
T. Rowe Price (TROW) | 0.1 | $232k | 2.0k | 115.88 | |
W.W. Grainger (GWW) | 0.1 | $235k | 763.00 | 307.99 | |
AFLAC Incorporated (AFL) | 0.1 | $224k | 5.2k | 42.86 | |
CACI International (CACI) | 0.1 | $222k | 1.3k | 168.44 | |
Analog Devices (ADI) | 0.1 | $231k | 2.4k | 95.69 | |
Raytheon Company | 0.1 | $214k | 1.1k | 192.45 | |
Becton, Dickinson and (BDX) | 0.1 | $237k | 993.00 | 238.67 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $234k | 1.9k | 121.37 | |
Canadian Pacific Railway | 0.1 | $244k | 1.3k | 182.36 | |
Danaher Corporation (DHR) | 0.1 | $216k | 2.2k | 98.32 | |
Grupo Aeroportuario del Pacifi (PAC) | 0.1 | $222k | 2.4k | 92.89 | |
Clorox Company (CLX) | 0.1 | $245k | 1.8k | 135.21 | |
Xcel Energy (XEL) | 0.1 | $245k | 5.4k | 45.67 | |
Oracle Corporation (ORCL) | 0.1 | $232k | 5.3k | 43.97 | |
Micron Technology (MU) | 0.1 | $248k | 4.7k | 52.37 | |
Enbridge (ENB) | 0.1 | $236k | 6.6k | 35.60 | |
Oceaneering International (OII) | 0.1 | $229k | 9.0k | 25.41 | |
Town Sports International Holdings | 0.1 | $247k | 17k | 14.53 | |
B&G Foods (BGS) | 0.1 | $230k | 7.7k | 29.89 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $238k | 1.1k | 211.56 | |
Vanguard Small-Cap Value ETF (VBR) | 0.1 | $220k | 1.6k | 135.80 | |
Valeant Pharmaceuticals Int | 0.1 | $230k | 9.9k | 23.15 | |
Calamos Conv. Opptys. & Income Fund (CHI) | 0.1 | $233k | 20k | 11.78 | |
Alerian Mlp Etf | 0.1 | $215k | 21k | 10.08 | |
John Hancock Tax-Advantage Dvd Incom (HTD) | 0.1 | $236k | 10k | 23.37 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $250k | 1.9k | 134.41 | |
Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $233k | 18k | 12.98 | |
Schwab U S Broad Market ETF (SCHB) | 0.1 | $228k | 3.5k | 65.86 | |
Schwab U S Small Cap ETF (SCHA) | 0.1 | $248k | 3.4k | 73.48 | |
First Trust DJ STOX Sel Div 30 IDX (FDD) | 0.1 | $229k | 17k | 13.16 | |
Global X Etf equity | 0.1 | $245k | 12k | 20.94 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.1 | $233k | 4.6k | 50.52 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.1 | $234k | 4.3k | 54.70 | |
Fox News | 0.1 | $222k | 4.5k | 49.12 | |
Allergan | 0.1 | $243k | 1.5k | 166.55 | |
Ishares Tr (LRGF) | 0.1 | $233k | 7.3k | 31.87 | |
Ishares Tr msci usa smlcp (SMLF) | 0.1 | $224k | 5.4k | 41.75 | |
Chubb (CB) | 0.1 | $230k | 1.8k | 126.79 | |
Liberty Media Corp Del Com Ser | 0.1 | $231k | 6.5k | 35.28 | |
Horizons Etf Tr I horizons nasdaq | 0.1 | $245k | 10k | 23.98 | |
Energy Transfer Partners | 0.1 | $220k | 12k | 18.98 | |
Altaba | 0.1 | $248k | 3.4k | 73.13 | |
Invesco Taxable Municipal Bond otr (BAB) | 0.1 | $223k | 7.6k | 29.52 | |
Corning Incorporated (GLW) | 0.1 | $204k | 7.4k | 27.46 | |
Polaris Industries (PII) | 0.1 | $203k | 1.7k | 121.85 | |
Stanley Black & Decker (SWK) | 0.1 | $201k | 1.5k | 132.24 | |
Colgate-Palmolive Company (CL) | 0.1 | $202k | 3.1k | 64.74 | |
GameStop (GME) | 0.1 | $184k | 13k | 14.56 | |
Medical Properties Trust (MPW) | 0.1 | $188k | 14k | 13.97 | |
Thomson Reuters Corp | 0.1 | $201k | 5.0k | 40.20 | |
VirnetX Holding Corporation | 0.1 | $191k | 56k | 3.40 | |
Vanguard Extended Market ETF (VXF) | 0.1 | $204k | 1.7k | 117.31 | |
Targa Res Corp (TRGP) | 0.1 | $201k | 4.1k | 49.36 | |
First Trust Large Cap GO Alpha Fnd (FTC) | 0.1 | $205k | 3.1k | 65.79 | |
American Tower Reit (AMT) | 0.1 | $201k | 1.4k | 143.88 | |
Lamb Weston Hldgs (LW) | 0.1 | $209k | 3.1k | 68.43 | |
Pza etf (PZA) | 0.1 | $205k | 8.2k | 25.04 | |
Annaly Capital Management | 0.0 | $166k | 16k | 10.25 | |
BGC Partners | 0.0 | $148k | 13k | 11.25 | |
Liberty All-Star Growth Fund (ASG) | 0.0 | $153k | 23k | 6.60 | |
Nuveen California Municipal Value Fund (NCA) | 0.0 | $157k | 17k | 9.48 | |
Blackrock Muniyield Quality Fund (MQY) | 0.0 | $161k | 12k | 13.94 | |
Caesars Entertainment | 0.0 | $144k | 14k | 10.67 | |
Navigator Holdings Ltd Com Stk (NVGS) | 0.0 | $149k | 12k | 12.62 | |
Mitsubishi UFJ Financial (MUFG) | 0.0 | $127k | 23k | 5.61 | |
Liberty All-Star Equity Fund (USA) | 0.0 | $123k | 19k | 6.37 | |
Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.0 | $127k | 10k | 12.34 | |
BlackRock Core Bond Trust (BHK) | 0.0 | $130k | 10k | 12.76 | |
Galectin Therapeutics (GALT) | 0.0 | $105k | 17k | 6.33 | |
Telefonica (TEF) | 0.0 | $93k | 11k | 8.49 | |
Putnam Premier Income Trust (PPT) | 0.0 | $60k | 12k | 5.21 | |
Drive Shack (DSHK) | 0.0 | $78k | 10k | 7.65 | |
Weatherford Intl Plc ord | 0.0 | $36k | 11k | 3.26 | |
Parker Drilling Company | 0.0 | $3.0k | 10k | 0.30 | |
Globalstar (GSAT) | 0.0 | $5.0k | 11k | 0.47 | |
Pavmed Inc *w exp 04/30/202 (PAVMZ) | 0.0 | $15k | 45k | 0.33 |