Legacy Advisors as of March 31, 2018
Portfolio Holdings for Legacy Advisors
Legacy Advisors holds 393 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SPDR S&P MidCap 400 ETF (MDY) | 12.6 | $17M | 50k | 342.48 | |
Spdr S&p 500 Etf (SPY) | 5.8 | $7.9M | 30k | 265.16 | |
Customers Ban (CUBI) | 4.1 | $5.5M | 189k | 29.22 | |
Aqua America | 3.7 | $5.0M | 151k | 33.41 | |
Vanguard Short-Term Bond ETF (BSV) | 3.7 | $5.0M | 64k | 78.27 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 3.6 | $4.9M | 57k | 84.51 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 3.3 | $4.5M | 79k | 57.06 | |
iShares S&P 500 Index (IVV) | 3.3 | $4.5M | 17k | 266.99 | |
Vanguard S&p 500 Etf idx (VOO) | 3.2 | $4.3M | 18k | 243.59 | |
Fulton Financial (FULT) | 3.1 | $4.3M | 243k | 17.55 | |
Axis Capital Holdings (AXS) | 2.6 | $3.5M | 61k | 56.44 | |
Powershares Senior Loan Portfo mf | 2.0 | $2.7M | 117k | 23.15 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 2.0 | $2.7M | 31k | 86.28 | |
Alibaba Group Holding (BABA) | 2.0 | $2.7M | 15k | 172.05 | |
Facebook Inc cl a (META) | 1.6 | $2.1M | 13k | 164.54 | |
Johnson & Johnson (JNJ) | 1.5 | $2.1M | 16k | 130.61 | |
iShares Russell 1000 Growth Index (IWF) | 1.5 | $2.0M | 15k | 136.77 | |
PowerShares QQQ Trust, Series 1 | 1.5 | $2.0M | 12k | 161.35 | |
iShares Russell 1000 Index (IWB) | 1.3 | $1.8M | 12k | 147.65 | |
Reinsurance Group of America (RGA) | 1.3 | $1.7M | 12k | 151.23 | |
Berkshire Hathaway (BRK.B) | 1.3 | $1.7M | 8.8k | 196.99 | |
Chevron Corporation (CVX) | 1.1 | $1.6M | 13k | 119.94 | |
Walt Disney Company (DIS) | 1.1 | $1.5M | 15k | 100.38 | |
Xcel Brands Inc Com Stk (XELB) | 1.1 | $1.5M | 550k | 2.80 | |
Technology SPDR (XLK) | 1.1 | $1.5M | 23k | 66.32 | |
Consumer Staples Select Sect. SPDR (XLP) | 1.1 | $1.5M | 28k | 52.60 | |
V.F. Corporation (VFC) | 1.1 | $1.5M | 19k | 77.21 | |
CNO Financial (CNO) | 1.1 | $1.4M | 65k | 22.21 | |
Exxon Mobil Corporation (XOM) | 1.0 | $1.4M | 18k | 77.86 | |
iShares Russell 1000 Value Index (IWD) | 1.0 | $1.3M | 11k | 120.71 | |
Apple (AAPL) | 0.9 | $1.2M | 7.0k | 174.77 | |
iShares Russell 2000 Index (IWM) | 0.8 | $1.1M | 7.3k | 153.89 | |
Ubs Group (UBS) | 0.7 | $954k | 55k | 17.45 | |
Equifax (EFX) | 0.7 | $907k | 7.8k | 115.94 | |
StoneMor Partners | 0.6 | $837k | 136k | 6.16 | |
Boeing Company (BA) | 0.6 | $827k | 2.5k | 329.35 | |
Vanguard European ETF (VGK) | 0.6 | $833k | 14k | 59.57 | |
Time Warner | 0.6 | $750k | 7.8k | 96.71 | |
United Parcel Service (UPS) | 0.5 | $701k | 6.5k | 107.30 | |
Vanguard High Dividend Yield ETF (VYM) | 0.5 | $680k | 8.2k | 83.22 | |
Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.5 | $657k | 5.3k | 123.68 | |
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.5 | $644k | 40k | 16.10 | |
Health Care SPDR (XLV) | 0.5 | $641k | 7.8k | 81.92 | |
Comcast Corporation (CMCSA) | 0.4 | $590k | 18k | 33.01 | |
Gildan Activewear Inc Com Cad (GIL) | 0.4 | $520k | 18k | 29.30 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.4 | $497k | 2.0k | 243.39 | |
Vanguard Emerging Markets ETF (VWO) | 0.4 | $504k | 11k | 46.52 | |
Servicenow (NOW) | 0.4 | $486k | 2.9k | 166.78 | |
SPDR Gold Trust (GLD) | 0.3 | $478k | 3.8k | 127.47 | |
FIRST TR EXCH TRD ALPHA FD I switzlnd alpha (FSZ) | 0.3 | $474k | 9.1k | 51.85 | |
Amgen (AMGN) | 0.3 | $411k | 2.4k | 171.25 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.3 | $405k | 5.2k | 77.17 | |
McDonald's Corporation (MCD) | 0.3 | $360k | 2.2k | 161.73 | |
Materials SPDR (XLB) | 0.3 | $367k | 6.3k | 58.12 | |
Coca-Cola Company (KO) | 0.3 | $349k | 7.8k | 44.52 | |
Wal-Mart Stores (WMT) | 0.3 | $347k | 4.0k | 85.98 | |
Altria (MO) | 0.3 | $346k | 5.4k | 63.87 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $348k | 338.00 | 1029.59 | |
Zimmer Holdings (ZBH) | 0.2 | $344k | 3.3k | 105.55 | |
W.W. Grainger (GWW) | 0.2 | $306k | 1.1k | 278.18 | |
Vanguard Growth ETF (VUG) | 0.2 | $307k | 2.2k | 142.39 | |
General Electric Company | 0.2 | $303k | 23k | 13.48 | |
Berkshire Hathaway (BRK.A) | 0.2 | $296k | 1.00 | 296000.00 | |
ConocoPhillips (COP) | 0.2 | $299k | 4.6k | 64.86 | |
Merck & Co (MRK) | 0.2 | $298k | 5.2k | 57.20 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $300k | 290.00 | 1034.48 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.2 | $283k | 925.00 | 305.95 | |
iShares Russell 2000 Growth Index (IWO) | 0.2 | $270k | 1.4k | 192.99 | |
SPDR S&P Oil & Gas Explore & Prod. | 0.2 | $271k | 7.3k | 37.38 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $264k | 2.4k | 110.14 | |
Buckeye Partners | 0.2 | $252k | 6.5k | 38.77 | |
On Deck Capital | 0.2 | $253k | 46k | 5.46 | |
Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.2 | $249k | 4.0k | 61.51 | |
Phillips 66 (PSX) | 0.2 | $239k | 2.3k | 103.69 | |
SEI Investments Company (SEIC) | 0.2 | $233k | 3.4k | 69.47 | |
Pfizer (PFE) | 0.2 | $232k | 6.4k | 36.38 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.2 | $234k | 2.0k | 117.00 | |
Suburban Propane Partners (SPH) | 0.2 | $212k | 9.5k | 22.32 | |
PPL Corporation (PPL) | 0.1 | $198k | 7.1k | 27.86 | |
Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) | 0.1 | $192k | 149.00 | 1288.59 | |
American Express Company (AXP) | 0.1 | $193k | 2.1k | 93.01 | |
iShares Dow Jones US Basic Mater. (IYM) | 0.1 | $193k | 2.0k | 98.97 | |
PNC Financial Services (PNC) | 0.1 | $170k | 1.2k | 145.05 | |
3M Company (MMM) | 0.1 | $173k | 805.00 | 214.91 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $173k | 2.4k | 70.79 | |
Enbridge Energy Partners | 0.1 | $174k | 17k | 10.24 | |
Annaly Capital Management | 0.1 | $157k | 15k | 10.26 | |
At&t (T) | 0.1 | $164k | 4.7k | 35.10 | |
Verizon Communications (VZ) | 0.1 | $166k | 3.5k | 47.56 | |
Procter & Gamble Company (PG) | 0.1 | $162k | 2.1k | 78.56 | |
Schlumberger (SLB) | 0.1 | $158k | 2.3k | 67.96 | |
Vanguard Value ETF (VTV) | 0.1 | $164k | 1.6k | 104.13 | |
Live Oak Bancshares (LOB) | 0.1 | $157k | 5.5k | 28.55 | |
Bank of America Corporation (BAC) | 0.1 | $143k | 4.8k | 29.73 | |
Brown-Forman Corporation (BF.B) | 0.1 | $144k | 2.6k | 55.47 | |
Philip Morris International (PM) | 0.1 | $155k | 1.5k | 101.57 | |
Plains All American Pipeline (PAA) | 0.1 | $150k | 6.3k | 23.75 | |
iShares S&P MidCap 400 Growth (IJK) | 0.1 | $146k | 668.00 | 218.56 | |
American Tower Reit (AMT) | 0.1 | $145k | 1.0k | 139.16 | |
Hubspot (HUBS) | 0.1 | $153k | 1.4k | 111.19 | |
Kellogg Company (K) | 0.1 | $129k | 2.0k | 63.27 | |
Visa (V) | 0.1 | $131k | 1.1k | 120.52 | |
Toyota Motor Corporation (TM) | 0.1 | $141k | 1.1k | 128.42 | |
iShares Russell Midcap Value Index (IWS) | 0.1 | $141k | 1.6k | 86.72 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $136k | 1.4k | 95.51 | |
SPDR DJ Wilshire REIT (RWR) | 0.1 | $139k | 1.6k | 85.54 | |
Walgreen Boots Alliance (WBA) | 0.1 | $138k | 2.2k | 63.98 | |
Rapid7 (RPD) | 0.1 | $139k | 5.0k | 27.80 | |
Pepsi (PEP) | 0.1 | $120k | 1.1k | 109.09 | |
Prudential Financial (PRU) | 0.1 | $125k | 1.2k | 104.17 | |
Enterprise Products Partners (EPD) | 0.1 | $120k | 4.6k | 25.83 | |
Reading International (RDI) | 0.1 | $121k | 7.4k | 16.26 | |
Microsoft Corporation (MSFT) | 0.1 | $102k | 1.1k | 92.64 | |
Home Depot (HD) | 0.1 | $103k | 597.00 | 172.53 | |
UGI Corporation (UGI) | 0.1 | $115k | 2.6k | 45.08 | |
Crown Castle Intl (CCI) | 0.1 | $109k | 1.0k | 104.11 | |
Cme (CME) | 0.1 | $91k | 558.00 | 163.08 | |
Gap (GAP) | 0.1 | $101k | 3.4k | 29.93 | |
Ford Motor Company (F) | 0.1 | $89k | 7.9k | 11.31 | |
Accenture (ACN) | 0.1 | $94k | 625.00 | 150.40 | |
Amazon (AMZN) | 0.1 | $100k | 70.00 | 1428.57 | |
Bank Of America Corporation preferred (BAC.PL) | 0.1 | $89k | 70.00 | 1271.43 | |
General Motors Company (GM) | 0.1 | $90k | 2.3k | 38.94 | |
Eagle Pharmaceuticals (EGRX) | 0.1 | $94k | 1.8k | 52.22 | |
U.S. Bancorp (USB) | 0.1 | $88k | 1.7k | 51.22 | |
M&T Bank Corporation (MTB) | 0.1 | $77k | 420.00 | 183.33 | |
Bristol Myers Squibb (BMY) | 0.1 | $75k | 1.3k | 58.82 | |
Copart (CPRT) | 0.1 | $82k | 1.6k | 50.25 | |
Raytheon Company | 0.1 | $85k | 381.00 | 223.10 | |
Colgate-Palmolive Company (CL) | 0.1 | $78k | 1.1k | 71.76 | |
United States Oil Fund | 0.1 | $82k | 6.1k | 13.53 | |
Medtronic (MDT) | 0.1 | $88k | 1.1k | 80.00 | |
Cardinal Health (CAH) | 0.1 | $72k | 1.2k | 60.71 | |
Continental Resources | 0.1 | $62k | 1.0k | 62.00 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $66k | 626.00 | 105.43 | |
International Business Machines (IBM) | 0.1 | $67k | 428.00 | 156.54 | |
Royal Dutch Shell | 0.1 | $74k | 1.1k | 69.81 | |
United Technologies Corporation | 0.1 | $68k | 555.00 | 122.52 | |
Southwestern Energy Company | 0.1 | $72k | 16k | 4.50 | |
Baidu (BIDU) | 0.1 | $65k | 285.00 | 228.07 | |
Trustmark Corporation (TRMK) | 0.1 | $62k | 2.0k | 31.00 | |
Lakeland Ban | 0.1 | $65k | 3.3k | 19.66 | |
iShares Russell 2000 Value Index (IWN) | 0.1 | $73k | 591.00 | 123.52 | |
Masimo Corporation (MASI) | 0.1 | $64k | 745.00 | 85.91 | |
Vanguard Total Stock Market ETF (VTI) | 0.1 | $74k | 542.00 | 136.53 | |
Kura Oncology (KURA) | 0.1 | $68k | 3.9k | 17.44 | |
Dowdupont | 0.1 | $67k | 1.0k | 66.67 | |
BlackRock (BLK) | 0.0 | $55k | 105.00 | 523.81 | |
Ameriprise Financial (AMP) | 0.0 | $52k | 369.00 | 140.92 | |
Caterpillar (CAT) | 0.0 | $52k | 345.00 | 150.72 | |
Eli Lilly & Co. (LLY) | 0.0 | $49k | 621.00 | 78.90 | |
UnitedHealth (UNH) | 0.0 | $57k | 253.00 | 225.30 | |
Netflix (NFLX) | 0.0 | $59k | 190.00 | 310.53 | |
Energy Select Sector SPDR (XLE) | 0.0 | $53k | 749.00 | 70.76 | |
Owens-Illinois | 0.0 | $54k | 2.5k | 21.47 | |
Skyworks Solutions (SWKS) | 0.0 | $49k | 500.00 | 98.00 | |
Magellan Midstream Partners | 0.0 | $51k | 826.00 | 61.74 | |
Golar Lng (GLNG) | 0.0 | $58k | 2.0k | 29.00 | |
Manulife Finl Corp (MFC) | 0.0 | $57k | 3.1k | 18.47 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $57k | 277.00 | 205.78 | |
iShares Russell 3000 Index (IWV) | 0.0 | $52k | 334.00 | 155.69 | |
Franco-Nevada Corporation (FNV) | 0.0 | $55k | 770.00 | 71.43 | |
Golar Lng Partners Lp unit | 0.0 | $55k | 3.0k | 18.33 | |
Mondelez Int (MDLZ) | 0.0 | $56k | 1.3k | 41.85 | |
MasterCard Incorporated (MA) | 0.0 | $37k | 211.00 | 175.36 | |
Affiliated Managers (AMG) | 0.0 | $38k | 225.00 | 168.89 | |
Mattel (MAT) | 0.0 | $44k | 3.0k | 14.67 | |
Nokia Corporation (NOK) | 0.0 | $45k | 8.1k | 5.54 | |
Emerson Electric (EMR) | 0.0 | $41k | 600.00 | 68.33 | |
Koninklijke Philips Electronics NV (PHG) | 0.0 | $38k | 959.00 | 39.62 | |
Yum! Brands (YUM) | 0.0 | $34k | 400.00 | 85.00 | |
Lockheed Martin Corporation (LMT) | 0.0 | $34k | 98.00 | 346.94 | |
Qualcomm (QCOM) | 0.0 | $40k | 722.00 | 55.40 | |
TJX Companies (TJX) | 0.0 | $46k | 563.00 | 81.71 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.0 | $42k | 517.00 | 81.24 | |
Entergy Corporation (ETR) | 0.0 | $39k | 500.00 | 78.00 | |
Hill-Rom Holdings | 0.0 | $43k | 500.00 | 86.00 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $43k | 354.00 | 121.47 | |
Barclays Bank Plc 8.125% Non C p | 0.0 | $41k | 1.6k | 25.87 | |
Jd (JD) | 0.0 | $40k | 1.0k | 40.00 | |
Porter Ban | 0.0 | $44k | 3.3k | 13.50 | |
Abbott Laboratories (ABT) | 0.0 | $21k | 364.00 | 57.69 | |
Baxter International (BAX) | 0.0 | $33k | 500.00 | 66.00 | |
FirstEnergy (FE) | 0.0 | $28k | 800.00 | 35.00 | |
Cisco Systems (CSCO) | 0.0 | $21k | 492.00 | 42.68 | |
Hillenbrand (HI) | 0.0 | $23k | 500.00 | 46.00 | |
Microchip Technology (MCHP) | 0.0 | $33k | 374.00 | 88.24 | |
NVIDIA Corporation (NVDA) | 0.0 | $28k | 123.00 | 227.64 | |
Wells Fargo & Company (WFC) | 0.0 | $26k | 513.00 | 50.68 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $33k | 148.00 | 222.97 | |
Intel Corporation (INTC) | 0.0 | $32k | 618.00 | 51.78 | |
Vulcan Materials Company (VMC) | 0.0 | $23k | 200.00 | 115.00 | |
Allstate Corporation (ALL) | 0.0 | $29k | 302.00 | 96.03 | |
Honeywell International (HON) | 0.0 | $31k | 209.00 | 148.33 | |
Parker-Hannifin Corporation (PH) | 0.0 | $21k | 124.00 | 169.35 | |
Texas Instruments Incorporated (TXN) | 0.0 | $23k | 230.00 | 100.00 | |
Weyerhaeuser Company (WY) | 0.0 | $21k | 576.00 | 36.46 | |
Williams Companies (WMB) | 0.0 | $25k | 1.0k | 25.00 | |
Activision Blizzard | 0.0 | $22k | 341.00 | 64.52 | |
salesforce (CRM) | 0.0 | $27k | 229.00 | 117.90 | |
Celanese Corporation (CE) | 0.0 | $23k | 219.00 | 105.02 | |
Abraxas Petroleum | 0.0 | $27k | 10k | 2.70 | |
Tesla Motors (TSLA) | 0.0 | $26k | 86.00 | 302.33 | |
Ubs Ag Jersey Brh Alerian Infrst | 0.0 | $25k | 1.2k | 20.99 | |
Te Connectivity Ltd for (TEL) | 0.0 | $26k | 264.00 | 98.48 | |
Citigroup (C) | 0.0 | $27k | 382.00 | 70.68 | |
Express Scripts Holding | 0.0 | $22k | 314.00 | 70.06 | |
Western Asset Mortgage cmn | 0.0 | $27k | 2.8k | 9.66 | |
Abbvie (ABBV) | 0.0 | $21k | 227.00 | 92.51 | |
Crossamerica Partners (CAPL) | 0.0 | $29k | 1.4k | 20.79 | |
Energizer Holdings (ENR) | 0.0 | $24k | 420.00 | 57.14 | |
Kraft Heinz (KHC) | 0.0 | $27k | 446.00 | 60.54 | |
Energy Transfer Partners | 0.0 | $26k | 1.5k | 17.33 | |
Booking Holdings (BKNG) | 0.0 | $23k | 11.00 | 2090.91 | |
BP (BP) | 0.0 | $17k | 400.00 | 42.50 | |
Goldman Sachs (GS) | 0.0 | $13k | 52.00 | 250.00 | |
State Street Corporation (STT) | 0.0 | $12k | 123.00 | 97.56 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $13k | 250.00 | 52.00 | |
Discover Financial Services (DFS) | 0.0 | $7.0k | 97.00 | 72.16 | |
Blackstone | 0.0 | $11k | 350.00 | 31.43 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.0 | $13k | 197.00 | 65.99 | |
Costco Wholesale Corporation (COST) | 0.0 | $15k | 79.00 | 189.87 | |
FedEx Corporation (FDX) | 0.0 | $13k | 53.00 | 245.28 | |
Waste Management (WM) | 0.0 | $17k | 200.00 | 85.00 | |
Bed Bath & Beyond | 0.0 | $9.0k | 500.00 | 18.00 | |
Digital Realty Trust (DLR) | 0.0 | $15k | 146.00 | 102.74 | |
Edwards Lifesciences (EW) | 0.0 | $8.0k | 55.00 | 145.45 | |
Northrop Grumman Corporation (NOC) | 0.0 | $11k | 30.00 | 366.67 | |
Paychex (PAYX) | 0.0 | $9.0k | 150.00 | 60.00 | |
Royal Caribbean Cruises (RCL) | 0.0 | $7.0k | 62.00 | 112.90 | |
Travelers Companies (TRV) | 0.0 | $10k | 75.00 | 133.33 | |
AFLAC Incorporated (AFL) | 0.0 | $13k | 288.00 | 45.14 | |
Morgan Stanley (MS) | 0.0 | $12k | 218.00 | 55.05 | |
United Rentals (URI) | 0.0 | $10k | 60.00 | 166.67 | |
Cincinnati Financial Corporation (CINF) | 0.0 | $11k | 147.00 | 74.83 | |
Thermo Fisher Scientific (TMO) | 0.0 | $10k | 47.00 | 212.77 | |
Aetna | 0.0 | $10k | 58.00 | 172.41 | |
Red Hat | 0.0 | $15k | 94.00 | 159.57 | |
Deere & Company (DE) | 0.0 | $15k | 100.00 | 150.00 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $18k | 250.00 | 72.00 | |
American Electric Power Company (AEP) | 0.0 | $20k | 293.00 | 68.26 | |
Statoil ASA | 0.0 | $14k | 560.00 | 25.00 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $7.0k | 110.00 | 63.64 | |
Shire | 0.0 | $11k | 74.00 | 148.65 | |
Illinois Tool Works (ITW) | 0.0 | $10k | 63.00 | 158.73 | |
General Dynamics Corporation (GD) | 0.0 | $9.0k | 41.00 | 219.51 | |
Marriott International (MAR) | 0.0 | $19k | 148.00 | 128.38 | |
Via | 0.0 | $12k | 329.00 | 36.47 | |
Hershey Company (HSY) | 0.0 | $10k | 100.00 | 100.00 | |
Dr Pepper Snapple | 0.0 | $10k | 85.00 | 117.65 | |
Oracle Corporation (ORCL) | 0.0 | $18k | 400.00 | 45.00 | |
Constellation Brands (STZ) | 0.0 | $14k | 64.00 | 218.75 | |
Wyndham Worldwide Corporation | 0.0 | $7.0k | 63.00 | 111.11 | |
Illumina (ILMN) | 0.0 | $12k | 48.00 | 250.00 | |
Ares Capital Corporation (ARCC) | 0.0 | $15k | 935.00 | 16.04 | |
Lam Research Corporation (LRCX) | 0.0 | $8.0k | 40.00 | 200.00 | |
Ingersoll-rand Co Ltd-cl A | 0.0 | $14k | 161.00 | 86.96 | |
British American Tobac (BTI) | 0.0 | $14k | 239.00 | 58.58 | |
Celgene Corporation | 0.0 | $14k | 152.00 | 92.11 | |
F.N.B. Corporation (FNB) | 0.0 | $13k | 1.0k | 13.00 | |
McDermott International | 0.0 | $12k | 2.0k | 6.00 | |
Albemarle Corporation (ALB) | 0.0 | $9.0k | 99.00 | 90.91 | |
American Water Works (AWK) | 0.0 | $8.0k | 95.00 | 84.21 | |
iShares Lehman Aggregate Bond (AGG) | 0.0 | $14k | 133.00 | 105.26 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $17k | 89.00 | 191.01 | |
Simon Property (SPG) | 0.0 | $7.0k | 43.00 | 162.79 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $17k | 304.00 | 55.92 | |
Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.0 | $13k | 700.00 | 18.57 | |
FleetCor Technologies | 0.0 | $11k | 55.00 | 200.00 | |
SPDR DJ International Real Estate ETF (RWX) | 0.0 | $12k | 301.00 | 39.87 | |
iShares S&P Global 100 Index (IOO) | 0.0 | $14k | 154.00 | 90.91 | |
Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.0 | $12k | 862.00 | 13.92 | |
Duke Energy (DUK) | 0.0 | $12k | 158.00 | 75.95 | |
stock | 0.0 | $10k | 100.00 | 100.00 | |
Berry Plastics (BERY) | 0.0 | $9.0k | 168.00 | 53.57 | |
Workday Inc cl a (WDAY) | 0.0 | $14k | 113.00 | 123.89 | |
Epr Pptys conv pfd 9% sr e (EPR.PE) | 0.0 | $11k | 310.00 | 35.48 | |
Citizens Financial (CFG) | 0.0 | $12k | 290.00 | 41.38 | |
Monster Beverage Corp (MNST) | 0.0 | $11k | 194.00 | 56.70 | |
Wec Energy Group (WEC) | 0.0 | $9.0k | 148.00 | 60.81 | |
Edgewell Pers Care (EPC) | 0.0 | $20k | 420.00 | 47.62 | |
Welltower Inc Com reit (WELL) | 0.0 | $12k | 230.00 | 52.17 | |
Square Inc cl a (SQ) | 0.0 | $15k | 326.00 | 46.01 | |
Chubb (CB) | 0.0 | $7.0k | 50.00 | 140.00 | |
S&p Global (SPGI) | 0.0 | $14k | 75.00 | 186.67 | |
Yum China Holdings (YUMC) | 0.0 | $16k | 400.00 | 40.00 | |
Hilton Worldwide Holdings (HLT) | 0.0 | $8.0k | 100.00 | 80.00 | |
Rh (RH) | 0.0 | $13k | 150.00 | 86.67 | |
Rex Energy | 0.0 | $14k | 24k | 0.57 | |
Altaba | 0.0 | $10k | 150.00 | 66.67 | |
Boston Omaha (BOC) | 0.0 | $9.0k | 400.00 | 22.50 | |
Reality Shares Nasdaq Nexgen Economy Etf etf | 0.0 | $11k | 500.00 | 22.00 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $4.0k | 50.00 | 80.00 | |
iStar Financial | 0.0 | $1.0k | 125.00 | 8.00 | |
Ameren Corporation (AEE) | 0.0 | $6.0k | 117.00 | 51.28 | |
Dominion Resources (D) | 0.0 | $1.0k | 16.00 | 62.50 | |
Carnival Corporation (CCL) | 0.0 | $3.0k | 41.00 | 73.17 | |
Host Hotels & Resorts (HST) | 0.0 | $2.0k | 104.00 | 19.23 | |
Public Storage (PSA) | 0.0 | $1.0k | 7.00 | 142.86 | |
Teradata Corporation (TDC) | 0.0 | $3.0k | 84.00 | 35.71 | |
Apartment Investment and Management | 0.0 | $4.0k | 94.00 | 42.55 | |
Mid-America Apartment (MAA) | 0.0 | $4.0k | 43.00 | 93.02 | |
Las Vegas Sands (LVS) | 0.0 | $2.0k | 28.00 | 71.43 | |
Analog Devices (ADI) | 0.0 | $1.0k | 14.00 | 71.43 | |
CVS Caremark Corporation (CVS) | 0.0 | $2.0k | 25.00 | 80.00 | |
Campbell Soup Company (CPB) | 0.0 | $4.0k | 100.00 | 40.00 | |
CenturyLink | 0.0 | $999.840000 | 48.00 | 20.83 | |
Becton, Dickinson and (BDX) | 0.0 | $2.0k | 7.00 | 285.71 | |
Novartis (NVS) | 0.0 | $3.0k | 36.00 | 83.33 | |
Callaway Golf Company (MODG) | 0.0 | $0 | 1.00 | 0.00 | |
Diageo (DEO) | 0.0 | $2.0k | 13.00 | 153.85 | |
GlaxoSmithKline | 0.0 | $2.0k | 38.00 | 52.63 | |
NCR Corporation (VYX) | 0.0 | $3.0k | 84.00 | 35.71 | |
Nextera Energy (NEE) | 0.0 | $2.0k | 15.00 | 133.33 | |
Royal Dutch Shell | 0.0 | $2.0k | 27.00 | 74.07 | |
Sanofi-Aventis SA (SNY) | 0.0 | $1.0k | 32.00 | 31.25 | |
Unilever | 0.0 | $2.0k | 29.00 | 68.97 | |
Danaher Corporation (DHR) | 0.0 | $5.0k | 50.00 | 100.00 | |
Total (TTE) | 0.0 | $1.0k | 24.00 | 41.67 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $4.0k | 238.00 | 16.81 | |
Gilead Sciences (GILD) | 0.0 | $6.0k | 75.00 | 80.00 | |
First Industrial Realty Trust (FR) | 0.0 | $2.0k | 69.00 | 28.99 | |
AvalonBay Communities (AVB) | 0.0 | $2.0k | 10.00 | 200.00 | |
Public Service Enterprise (PEG) | 0.0 | $5.0k | 100.00 | 50.00 | |
Xcel Energy (XEL) | 0.0 | $2.0k | 36.00 | 55.56 | |
Applied Materials (AMAT) | 0.0 | $6.0k | 110.00 | 54.55 | |
Chesapeake Energy Corporation | 0.0 | $999.000000 | 450.00 | 2.22 | |
Ventas (VTR) | 0.0 | $2.0k | 33.00 | 60.61 | |
NutriSystem | 0.0 | $3.0k | 89.00 | 33.71 | |
Transcanada Corp | 0.0 | $1.0k | 25.00 | 40.00 | |
AllianceBernstein Holding (AB) | 0.0 | $0 | 16.00 | 0.00 | |
American Campus Communities | 0.0 | $1.0k | 38.00 | 26.32 | |
NTT DoCoMo | 0.0 | $999.920000 | 58.00 | 17.24 | |
Kilroy Realty Corporation (KRC) | 0.0 | $2.0k | 24.00 | 83.33 | |
Medical Properties Trust (MPW) | 0.0 | $2.0k | 120.00 | 16.67 | |
Prudential Public Limited Company (PUK) | 0.0 | $2.0k | 39.00 | 51.28 | |
Boston Beer Company (SAM) | 0.0 | $6.0k | 27.00 | 222.22 | |
Trinity Industries (TRN) | 0.0 | $6.0k | 200.00 | 30.00 | |
ING Groep (ING) | 0.0 | $2.0k | 98.00 | 20.41 | |
Bk Nova Cad (BNS) | 0.0 | $2.0k | 29.00 | 68.97 | |
Extra Space Storage (EXR) | 0.0 | $4.0k | 50.00 | 80.00 | |
Corporate Office Properties Trust (CDP) | 0.0 | $2.0k | 61.00 | 32.79 | |
HCP | 0.0 | $2.0k | 78.00 | 25.64 | |
Tor Dom Bk Cad (TD) | 0.0 | $2.0k | 44.00 | 45.45 | |
Alexandria Real Estate Equities (ARE) | 0.0 | $2.0k | 14.00 | 142.86 | |
National Retail Properties (NNN) | 0.0 | $2.0k | 57.00 | 35.09 | |
Suncor Energy (SU) | 0.0 | $999.900000 | 33.00 | 30.30 | |
Boston Properties (BXP) | 0.0 | $2.0k | 16.00 | 125.00 | |
Kimco Realty Corporation (KIM) | 0.0 | $999.960000 | 78.00 | 12.82 | |
Thomson Reuters Corp | 0.0 | $6.0k | 150.00 | 40.00 | |
3D Systems Corporation (DDD) | 0.0 | $0 | 20.00 | 0.00 | |
WisdomTree India Earnings Fund (EPI) | 0.0 | $5.0k | 200.00 | 25.00 | |
Industries N shs - a - (LYB) | 0.0 | $2.0k | 16.00 | 125.00 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $5.0k | 35.00 | 142.86 | |
Chesapeake Lodging Trust sh ben int | 0.0 | $999.900000 | 45.00 | 22.22 | |
CoreSite Realty | 0.0 | $4.0k | 42.00 | 95.24 | |
Piedmont Office Realty Trust (PDM) | 0.0 | $2.0k | 90.00 | 22.22 | |
Goldfield Corporation | 0.0 | $0 | 100.00 | 0.00 | |
WisdomTree MidCap Dividend Fund (DON) | 0.0 | $0 | 0 | 0.00 | |
WisdomTree SmallCap Dividend Fund (DES) | 0.0 | $0 | 0 | 0.00 | |
Vanguard Total World Stock Idx (VT) | 0.0 | $1.0k | 7.00 | 142.86 | |
Blackrock Muniyield Fund (MYD) | 0.0 | $0 | 5.00 | 0.00 | |
Bank of SC Corporation (BKSC) | 0.0 | $3.0k | 150.00 | 20.00 | |
American Assets Trust Inc reit (AAT) | 0.0 | $2.0k | 70.00 | 28.57 | |
Kinder Morgan (KMI) | 0.0 | $4.0k | 251.00 | 15.94 | |
Prologis (PLD) | 0.0 | $6.0k | 102.00 | 58.82 | |
Rlj Lodging Trust (RLJ) | 0.0 | $2.0k | 115.00 | 17.39 | |
General Mtrs Co *w exp 07/10/201 | 0.0 | $0 | 7.00 | 0.00 | |
UBS AG LONDON BRH ETRAC Aler Mlp etp | 0.0 | $5.0k | 332.00 | 15.06 | |
Epr Properties (EPR) | 0.0 | $2.0k | 37.00 | 54.05 | |
Mplx (MPLX) | 0.0 | $6.0k | 170.00 | 35.29 | |
Cdw (CDW) | 0.0 | $2.0k | 26.00 | 76.92 | |
Leidos Holdings (LDOS) | 0.0 | $5.0k | 75.00 | 66.67 | |
Physicians Realty Trust | 0.0 | $1.0k | 62.00 | 16.13 | |
0.0 | $1.0k | 50.00 | 20.00 | ||
Vodafone Group New Adr F (VOD) | 0.0 | $6.0k | 202.00 | 29.70 | |
Pentair cs (PNR) | 0.0 | $1.0k | 18.00 | 55.56 | |
Weatherford Intl Plc ord | 0.0 | $0 | 0 | 0.00 | |
Outfront Media (OUT) | 0.0 | $999.740000 | 74.00 | 13.51 | |
Equinix (EQIX) | 0.0 | $5.0k | 12.00 | 416.67 | |
Petroleum & Res Corp Com cef (PEO) | 0.0 | $2.0k | 86.00 | 23.26 | |
Chemours (CC) | 0.0 | $2.0k | 40.00 | 50.00 | |
Pjt Partners (PJT) | 0.0 | $0 | 5.00 | 0.00 | |
Coca Cola European Partners (CCEP) | 0.0 | $2.0k | 42.00 | 47.62 | |
Advansix (ASIX) | 0.0 | $0 | 4.00 | 0.00 | |
Aevi Genomic | 0.0 | $4.0k | 2.5k | 1.63 | |
Ggp | 0.0 | $3.0k | 146.00 | 20.55 | |
Park Hotels & Resorts Inc-wi (PK) | 0.0 | $2.0k | 66.00 | 30.30 | |
Hilton Grand Vacations (HGV) | 0.0 | $999.900000 | 30.00 | 33.33 | |
Invitation Homes (INVH) | 0.0 | $3.0k | 138.00 | 21.74 | |
Frontier Communication | 0.0 | $0 | 9.00 | 0.00 | |
Oaktree Specialty Lending Corp | 0.0 | $3.0k | 775.00 | 3.87 | |
Nutrien (NTR) | 0.0 | $5.0k | 100.00 | 50.00 |