Massey Quick Simon & Co as of Dec. 31, 2018
Portfolio Holdings for Massey Quick Simon & Co
Massey Quick Simon & Co holds 337 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Value Index (IWD) | 9.1 | $25M | 225k | 111.05 | |
| Alerian Mlp Etf | 8.3 | $23M | 2.6M | 8.73 | |
| iShares Russell 2000 Index (IWM) | 7.4 | $20M | 152k | 133.90 | |
| iShares Russell 1000 Growth Index (IWF) | 6.9 | $19M | 145k | 130.91 | |
| iShares MSCI EAFE Index Fund (EFA) | 6.5 | $18M | 304k | 58.78 | |
| iShares Russell 2000 Value Index (IWN) | 6.1 | $17M | 157k | 107.54 | |
| iShares Russell 1000 Index (IWB) | 5.3 | $15M | 106k | 138.69 | |
| Spdr S&p 500 Etf (SPY) | 4.1 | $11M | 46k | 249.91 | |
| Berkshire Hathaway (BRK.A) | 3.3 | $9.2M | 30.00 | 306000.00 | |
| iShares MSCI Emerging Markets Indx (EEM) | 3.2 | $8.9M | 229k | 39.06 | |
| iShares Russell 2000 Growth Index (IWO) | 3.1 | $8.5M | 51k | 168.00 | |
| Vanguard Growth ETF (VUG) | 3.0 | $8.3M | 62k | 134.34 | |
| Bank of America Corporation (BAC) | 2.6 | $7.1M | 287k | 24.64 | |
| Vanguard High Dividend Yield ETF (VYM) | 2.2 | $6.2M | 79k | 77.99 | |
| Vanguard Total World Stock Idx (VT) | 2.2 | $6.1M | 94k | 65.46 | |
| iShares S&P 500 Index (IVV) | 2.2 | $6.0M | 24k | 251.61 | |
| Golub Capital BDC (GBDC) | 2.0 | $5.5M | 335k | 16.49 | |
| iShares Russell Midcap Index Fund (IWR) | 1.8 | $4.8M | 104k | 46.48 | |
| iShares Russell Midcap Growth Idx. (IWP) | 1.1 | $3.2M | 28k | 113.71 | |
| iShares Russell Midcap Value Index (IWS) | 1.0 | $2.9M | 37k | 76.36 | |
| iShares Russell 3000 Index (IWV) | 0.9 | $2.5M | 17k | 146.90 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.9 | $2.4M | 16k | 150.59 | |
| iShares S&P 500 Growth Index (IVW) | 0.8 | $2.2M | 15k | 150.69 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.8 | $2.2M | 42k | 52.53 | |
| Vanguard Value ETF (VTV) | 0.7 | $1.9M | 19k | 97.94 | |
| Crown Castle Intl (CCI) | 0.6 | $1.7M | 16k | 108.62 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.6 | $1.6M | 39k | 41.96 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.5 | $1.5M | 21k | 69.33 | |
| iShares S&P MidCap 400 Index (IJH) | 0.5 | $1.4M | 8.5k | 166.04 | |
| Apple (AAPL) | 0.5 | $1.3M | 8.2k | 157.73 | |
| Microsoft Corporation (MSFT) | 0.4 | $1.1M | 10k | 101.59 | |
| Vanguard Europe Pacific ETF (VEA) | 0.3 | $922k | 25k | 37.10 | |
| Vanguard Small-Cap ETF (VB) | 0.3 | $926k | 7.0k | 131.93 | |
| Ishares Tr core tl usd bd (IUSB) | 0.3 | $869k | 18k | 49.24 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.3 | $745k | 6.2k | 119.70 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.3 | $756k | 7.9k | 95.27 | |
| Unum (UNM) | 0.3 | $705k | 24k | 29.38 | |
| Douglas Emmett (DEI) | 0.2 | $628k | 18k | 34.13 | |
| Db-x Msci Eafe Currency-hedged (DBEF) | 0.2 | $622k | 22k | 27.90 | |
| Vanguard Total Stock Market ETF (VTI) | 0.2 | $604k | 4.7k | 127.59 | |
| iShares Brclys Intrdte Gov/Crt Bd (GVI) | 0.2 | $607k | 5.6k | 108.22 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $588k | 2.9k | 204.17 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $570k | 5.8k | 97.97 | |
| Merck & Co (MRK) | 0.2 | $492k | 6.4k | 76.36 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $492k | 475.00 | 1035.79 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.2 | $442k | 3.9k | 114.06 | |
| iShares Dow Jones Select Dividend (DVY) | 0.2 | $429k | 4.8k | 89.24 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $410k | 4.2k | 97.60 | |
| Johnson & Johnson (JNJ) | 0.1 | $377k | 2.9k | 129.20 | |
| Facebook Inc cl a (META) | 0.1 | $394k | 3.0k | 130.98 | |
| Walt Disney Company (DIS) | 0.1 | $336k | 3.1k | 109.70 | |
| Chevron Corporation (CVX) | 0.1 | $343k | 3.2k | 108.89 | |
| Home Depot (HD) | 0.1 | $301k | 1.8k | 171.61 | |
| Abbott Laboratories (ABT) | 0.1 | $302k | 4.2k | 72.40 | |
| 3M Company (MMM) | 0.1 | $312k | 1.6k | 190.24 | |
| Honeywell International (HON) | 0.1 | $292k | 2.2k | 132.13 | |
| Cisco Systems (CSCO) | 0.1 | $284k | 6.5k | 43.39 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $268k | 885.00 | 302.82 | |
| iShares Lehman Short Treasury Bond (SHV) | 0.1 | $262k | 2.4k | 110.18 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $266k | 1.2k | 229.90 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $271k | 259.00 | 1046.33 | |
| AutoZone (AZO) | 0.1 | $251k | 299.00 | 839.46 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $237k | 4.0k | 59.67 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $242k | 4.4k | 55.04 | |
| Copart (CPRT) | 0.1 | $223k | 4.7k | 47.84 | |
| Intel Corporation (INTC) | 0.1 | $211k | 4.5k | 46.97 | |
| CVS Caremark Corporation (CVS) | 0.1 | $224k | 3.4k | 65.61 | |
| Array BioPharma | 0.1 | $227k | 16k | 14.22 | |
| Ecolab (ECL) | 0.1 | $200k | 1.4k | 147.06 | |
| Philip Morris International (PM) | 0.1 | $202k | 3.0k | 66.60 | |
| Dollar Tree (DLTR) | 0.1 | $182k | 2.0k | 90.19 | |
| Netflix (NFLX) | 0.1 | $179k | 668.00 | 267.96 | |
| Take-Two Interactive Software (TTWO) | 0.1 | $180k | 1.8k | 102.86 | |
| Technology SPDR (XLK) | 0.1 | $194k | 3.1k | 62.02 | |
| Financial Select Sector SPDR (XLF) | 0.1 | $191k | 8.0k | 23.77 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $193k | 4.2k | 45.54 | |
| Cme (CME) | 0.1 | $167k | 887.00 | 188.28 | |
| Wells Fargo & Company (WFC) | 0.1 | $155k | 3.4k | 46.21 | |
| Starbucks Corporation (SBUX) | 0.1 | $162k | 2.5k | 64.29 | |
| Constellation Brands (STZ) | 0.1 | $154k | 957.00 | 160.92 | |
| Schwab International Equity ETF (SCHF) | 0.1 | $172k | 6.1k | 28.27 | |
| Nomad Foods (NOMD) | 0.1 | $159k | 9.5k | 16.77 | |
| Paypal Holdings (PYPL) | 0.1 | $159k | 1.9k | 83.95 | |
| Stars Group | 0.1 | $164k | 9.9k | 16.50 | |
| Comcast Corporation (CMCSA) | 0.1 | $133k | 3.9k | 33.95 | |
| Blackstone | 0.1 | $126k | 4.2k | 29.84 | |
| At&t (T) | 0.1 | $148k | 5.2k | 28.45 | |
| Itron (ITRI) | 0.1 | $124k | 2.6k | 47.26 | |
| Telefonaktiebolaget LM Ericsson (ERIC) | 0.1 | $145k | 16k | 8.87 | |
| Unilever | 0.1 | $124k | 2.3k | 53.91 | |
| Qualcomm (QCOM) | 0.1 | $129k | 2.3k | 56.70 | |
| Biogen Idec (BIIB) | 0.1 | $137k | 456.00 | 300.44 | |
| Total | 0.1 | $124k | 2.4k | 52.12 | |
| Gilead Sciences (GILD) | 0.1 | $130k | 2.1k | 62.47 | |
| Live Nation Entertainment (LYV) | 0.1 | $125k | 2.5k | 49.14 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.1 | $138k | 1.8k | 78.50 | |
| KLA-Tencor Corporation (KLAC) | 0.1 | $137k | 1.5k | 89.25 | |
| VMware | 0.1 | $132k | 963.00 | 137.07 | |
| Citigroup (C) | 0.1 | $140k | 2.7k | 51.99 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.1 | $151k | 3.0k | 50.60 | |
| 0.1 | $146k | 5.1k | 28.67 | ||
| American Express Company (AXP) | 0.0 | $106k | 1.1k | 95.07 | |
| Martin Marietta Materials (MLM) | 0.0 | $111k | 648.00 | 171.30 | |
| Verizon Communications (VZ) | 0.0 | $98k | 1.8k | 56.00 | |
| CIGNA Corporation | 0.0 | $110k | 580.00 | 189.66 | |
| WABCO Holdings | 0.0 | $97k | 900.00 | 107.78 | |
| Varian Medical Systems | 0.0 | $105k | 927.00 | 113.27 | |
| Church & Dwight (CHD) | 0.0 | $100k | 1.5k | 65.57 | |
| SPDR S&P Dividend (SDY) | 0.0 | $99k | 1.1k | 89.84 | |
| iShares MSCI ACWI Index Fund (ACWI) | 0.0 | $120k | 1.9k | 64.07 | |
| Schwab Strategic Tr intrm trm (SCHR) | 0.0 | $101k | 1.9k | 52.88 | |
| Cooper Standard Holdings (CPS) | 0.0 | $112k | 1.8k | 62.05 | |
| Interxion Holding | 0.0 | $101k | 1.9k | 54.13 | |
| Madison Square Garden Cl A (MSGS) | 0.0 | $119k | 445.00 | 267.42 | |
| Broadcom (AVGO) | 0.0 | $114k | 447.00 | 255.03 | |
| Goldman Sachs (GS) | 0.0 | $81k | 482.00 | 168.05 | |
| Moody's Corporation (MCO) | 0.0 | $88k | 625.00 | 140.80 | |
| FedEx Corporation (FDX) | 0.0 | $87k | 541.00 | 160.81 | |
| McDonald's Corporation (MCD) | 0.0 | $74k | 419.00 | 176.61 | |
| Edwards Lifesciences (EW) | 0.0 | $73k | 475.00 | 153.68 | |
| Sealed Air (SEE) | 0.0 | $81k | 2.3k | 35.05 | |
| Union Pacific Corporation (UNP) | 0.0 | $78k | 566.00 | 137.81 | |
| Lowe's Companies (LOW) | 0.0 | $76k | 825.00 | 92.12 | |
| Fiserv (FI) | 0.0 | $88k | 1.2k | 73.33 | |
| Paccar (PCAR) | 0.0 | $77k | 1.4k | 56.95 | |
| Roper Industries (ROP) | 0.0 | $93k | 350.00 | 265.71 | |
| Amazon (AMZN) | 0.0 | $69k | 46.00 | 1500.00 | |
| Wabtec Corporation (WAB) | 0.0 | $78k | 1.1k | 70.27 | |
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $93k | 2.5k | 37.93 | |
| Motorola Solutions (MSI) | 0.0 | $69k | 600.00 | 115.00 | |
| Schwab U S Small Cap ETF (SCHA) | 0.0 | $83k | 1.4k | 60.81 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $86k | 1.8k | 47.86 | |
| Pandora Media | 0.0 | $85k | 11k | 8.07 | |
| Manchester Utd Plc New Ord Cl (MANU) | 0.0 | $72k | 3.8k | 19.07 | |
| Proshares Ultrashort 20+y Tr etf (TBT) | 0.0 | $72k | 2.1k | 34.95 | |
| Evertec (EVTC) | 0.0 | $93k | 3.2k | 28.83 | |
| Ishares Tr msci usavalfct (VLUE) | 0.0 | $82k | 1.1k | 72.89 | |
| Proshares Tr ulsh 20yrtre | 0.0 | $86k | 3.4k | 25.64 | |
| Intercontinental Exchange (ICE) | 0.0 | $81k | 1.1k | 74.93 | |
| Grubhub | 0.0 | $86k | 1.1k | 76.99 | |
| Ishares Tr core div grwth (DGRO) | 0.0 | $88k | 2.7k | 33.03 | |
| Liberty Broadband Cl C (LBRDK) | 0.0 | $86k | 1.2k | 71.85 | |
| Transunion (TRU) | 0.0 | $88k | 1.6k | 56.77 | |
| Spdr Ser Tr ssga gnder etf (SHE) | 0.0 | $96k | 1.5k | 64.00 | |
| John Hancock Exchange Traded mltfactor enrg | 0.0 | $91k | 4.0k | 22.90 | |
| Iqvia Holdings (IQV) | 0.0 | $81k | 698.00 | 116.05 | |
| Hasbro (HAS) | 0.0 | $65k | 794.00 | 81.86 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $66k | 1.7k | 39.10 | |
| MasterCard Incorporated (MA) | 0.0 | $53k | 281.00 | 188.61 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $52k | 1.3k | 41.27 | |
| Equifax (EFX) | 0.0 | $61k | 650.00 | 93.85 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $65k | 2.9k | 22.22 | |
| Pfizer (PFE) | 0.0 | $57k | 1.3k | 43.85 | |
| Autodesk (ADSK) | 0.0 | $61k | 478.00 | 127.62 | |
| Vulcan Materials Company (VMC) | 0.0 | $66k | 670.00 | 98.51 | |
| Analog Devices (ADI) | 0.0 | $60k | 700.00 | 85.71 | |
| Adtran | 0.0 | $68k | 6.3k | 10.75 | |
| Yum! Brands (YUM) | 0.0 | $60k | 658.00 | 91.19 | |
| Altria (MO) | 0.0 | $54k | 1.1k | 49.23 | |
| ConocoPhillips (COP) | 0.0 | $59k | 942.00 | 62.63 | |
| Royal Dutch Shell | 0.0 | $42k | 728.00 | 57.69 | |
| UnitedHealth (UNH) | 0.0 | $64k | 255.00 | 250.98 | |
| Danaher Corporation (DHR) | 0.0 | $64k | 625.00 | 102.40 | |
| TJX Companies (TJX) | 0.0 | $54k | 1.2k | 44.93 | |
| EOG Resources (EOG) | 0.0 | $68k | 775.00 | 87.74 | |
| Marriott International (MAR) | 0.0 | $68k | 625.00 | 108.80 | |
| Brookfield Infrastructure Part (BIP) | 0.0 | $53k | 1.5k | 34.22 | |
| Visa (V) | 0.0 | $66k | 504.00 | 130.95 | |
| Applied Materials (AMAT) | 0.0 | $50k | 1.5k | 32.49 | |
| Zimmer Holdings (ZBH) | 0.0 | $52k | 500.00 | 104.00 | |
| ON Semiconductor (ON) | 0.0 | $62k | 3.8k | 16.51 | |
| Illumina (ILMN) | 0.0 | $48k | 160.00 | 300.00 | |
| Concho Resources | 0.0 | $49k | 475.00 | 103.16 | |
| Intuit (INTU) | 0.0 | $54k | 275.00 | 196.36 | |
| IPG Photonics Corporation (IPGP) | 0.0 | $48k | 425.00 | 112.94 | |
| Ingersoll-rand Co Ltd-cl A | 0.0 | $63k | 689.00 | 91.44 | |
| Innodata Isogen (INOD) | 0.0 | $45k | 30k | 1.49 | |
| Mellanox Technologies | 0.0 | $43k | 463.00 | 92.87 | |
| Dollar General (DG) | 0.0 | $65k | 602.00 | 107.97 | |
| Vanguard Mid-Cap ETF (VO) | 0.0 | $67k | 482.00 | 139.00 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $68k | 869.00 | 78.25 | |
| Schwab Strategic Tr sht tm us tres (SCHO) | 0.0 | $43k | 859.00 | 50.06 | |
| Tripadvisor (TRIP) | 0.0 | $64k | 1.2k | 54.05 | |
| Duke Energy (DUK) | 0.0 | $68k | 784.00 | 86.73 | |
| Asml Holding (ASML) | 0.0 | $51k | 325.00 | 156.92 | |
| Eaton (ETN) | 0.0 | $48k | 700.00 | 68.57 | |
| Berry Plastics (BERY) | 0.0 | $51k | 1.1k | 47.93 | |
| Abbvie (ABBV) | 0.0 | $64k | 693.00 | 92.35 | |
| Liberty Global Inc C | 0.0 | $48k | 2.3k | 20.47 | |
| Hd Supply | 0.0 | $61k | 1.6k | 37.26 | |
| Cdw (CDW) | 0.0 | $55k | 675.00 | 81.48 | |
| 58 Com Inc spon adr rep a | 0.0 | $43k | 800.00 | 53.75 | |
| Arista Networks | 0.0 | $42k | 199.00 | 211.06 | |
| Moelis & Co (MC) | 0.0 | $43k | 1.2k | 34.71 | |
| Fi Enhanced Lrg Cap Growth Ubs (FBGX) | 0.0 | $42k | 221.00 | 190.05 | |
| Travelport Worldwide | 0.0 | $42k | 2.7k | 15.65 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 0.0 | $43k | 1.4k | 31.78 | |
| Lindblad Expeditions Hldgs I (LIND) | 0.0 | $43k | 3.2k | 13.61 | |
| Chubb (CB) | 0.0 | $42k | 325.00 | 129.23 | |
| Liberty Media Corp Delaware Com C Braves Grp | 0.0 | $56k | 2.3k | 24.69 | |
| Seacor Marine Hldgs (SMHI) | 0.0 | $45k | 3.8k | 11.84 | |
| Delphi Automotive Inc international | 0.0 | $51k | 825.00 | 61.82 | |
| Kkr & Co (KKR) | 0.0 | $67k | 3.4k | 19.75 | |
| BP (BP) | 0.0 | $24k | 645.00 | 37.21 | |
| Lear Corporation (LEA) | 0.0 | $32k | 260.00 | 123.08 | |
| Vale (VALE) | 0.0 | $33k | 2.5k | 13.20 | |
| Corning Incorporated (GLW) | 0.0 | $19k | 622.00 | 30.55 | |
| Fidelity National Information Services (FIS) | 0.0 | $38k | 375.00 | 101.33 | |
| Discover Financial Services | 0.0 | $30k | 509.00 | 58.94 | |
| Northern Trust Corporation (NTRS) | 0.0 | $33k | 400.00 | 82.50 | |
| Coca-Cola Company (KO) | 0.0 | $31k | 650.00 | 47.69 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $37k | 544.00 | 68.01 | |
| Wal-Mart Stores (WMT) | 0.0 | $28k | 305.00 | 91.80 | |
| Baxter International (BAX) | 0.0 | $18k | 272.00 | 66.18 | |
| Lennar Corporation (LEN) | 0.0 | $37k | 950.00 | 38.95 | |
| United Parcel Service (UPS) | 0.0 | $30k | 310.00 | 96.77 | |
| Carnival Corporation (CCL) | 0.0 | $25k | 500.00 | 50.00 | |
| Cummins (CMI) | 0.0 | $38k | 287.00 | 132.40 | |
| Stanley Black & Decker (SWK) | 0.0 | $24k | 200.00 | 120.00 | |
| Las Vegas Sands (LVS) | 0.0 | $21k | 400.00 | 52.50 | |
| Emerson Electric (EMR) | 0.0 | $30k | 500.00 | 60.00 | |
| International Flavors & Fragrances (IFF) | 0.0 | $27k | 200.00 | 135.00 | |
| Whirlpool Corporation (WHR) | 0.0 | $32k | 300.00 | 106.67 | |
| United Rentals (URI) | 0.0 | $24k | 233.00 | 103.00 | |
| Callaway Golf Company (CALY) | 0.0 | $36k | 2.4k | 15.11 | |
| Amgen (AMGN) | 0.0 | $30k | 154.00 | 194.81 | |
| Diageo (DEO) | 0.0 | $14k | 100.00 | 140.00 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $19k | 311.00 | 61.09 | |
| Pepsi (PEP) | 0.0 | $18k | 166.00 | 108.43 | |
| Procter & Gamble Company (PG) | 0.0 | $16k | 175.00 | 91.43 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $40k | 425.00 | 94.12 | |
| Williams Companies (WMB) | 0.0 | $20k | 888.00 | 22.52 | |
| Oracle Corporation (ORCL) | 0.0 | $27k | 600.00 | 45.00 | |
| Cedar Fair | 0.0 | $21k | 446.00 | 47.09 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $22k | 228.00 | 96.49 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $31k | 546.00 | 56.78 | |
| BGC Partners | 0.0 | $21k | 4.0k | 5.25 | |
| FMC Corporation (FMC) | 0.0 | $27k | 366.00 | 73.77 | |
| Aqua America | 0.0 | $17k | 498.00 | 34.14 | |
| A. O. Smith Corporation (AOS) | 0.0 | $21k | 500.00 | 42.00 | |
| SIGA Technologies (SIGA) | 0.0 | $24k | 3.0k | 8.00 | |
| SPDR S&P Biotech (XBI) | 0.0 | $21k | 294.00 | 71.43 | |
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.0 | $16k | 250.00 | 64.00 | |
| WisdomTree Japan Total Dividend (DXJ) | 0.0 | $23k | 506.00 | 45.45 | |
| Kinder Morgan (KMI) | 0.0 | $32k | 2.1k | 15.24 | |
| American Tower Reit (AMT) | 0.0 | $27k | 172.00 | 156.98 | |
| Phillips 66 (PSX) | 0.0 | $41k | 471.00 | 87.05 | |
| Mondelez Int (MDLZ) | 0.0 | $16k | 400.00 | 40.00 | |
| D First Tr Exchange-traded (FPE) | 0.0 | $39k | 2.2k | 18.11 | |
| Barclays Bk Plc fund (ATMP) | 0.0 | $18k | 998.00 | 18.04 | |
| Flaherty & Crumrine Dyn P (DFP) | 0.0 | $22k | 1.1k | 20.64 | |
| American Airls (AAL) | 0.0 | $18k | 555.00 | 32.43 | |
| Jd (JD) | 0.0 | $27k | 1.3k | 20.77 | |
| Alibaba Group Holding (BABA) | 0.0 | $33k | 239.00 | 138.08 | |
| Walgreen Boots Alliance | 0.0 | $27k | 400.00 | 67.50 | |
| Medtronic (MDT) | 0.0 | $36k | 400.00 | 90.00 | |
| B. Riley Financial (RILY) | 0.0 | $15k | 1.0k | 14.68 | |
| Liberty Media Corp Series C Li | 0.0 | $35k | 1.1k | 30.59 | |
| Liberty Media Corp Del Com Ser | 0.0 | $39k | 1.3k | 30.07 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $29k | 103.00 | 281.55 | |
| Pareteum | 0.0 | $32k | 19k | 1.72 | |
| Dowdupont | 0.0 | $41k | 771.00 | 53.18 | |
| Redfin Corp (RDFN) | 0.0 | $19k | 1.3k | 14.62 | |
| Angi Homeservices | 0.0 | $34k | 2.1k | 16.30 | |
| Newmark Group (NMRK) | 0.0 | $15k | 1.9k | 8.09 | |
| Petroleo Brasileiro SA (PBR) | 0.0 | $4.0k | 310.00 | 12.90 | |
| SEI Investments Company (SEIC) | 0.0 | $4.0k | 85.00 | 47.06 | |
| General Electric Company | 0.0 | $2.0k | 241.00 | 8.30 | |
| Bristol Myers Squibb (BMY) | 0.0 | $9.0k | 166.00 | 54.22 | |
| Apache Corporation | 0.0 | $3.0k | 125.00 | 24.00 | |
| NVIDIA Corporation (NVDA) | 0.0 | $0 | 2.00 | 0.00 | |
| Morgan Stanley (MS) | 0.0 | $6.0k | 161.00 | 37.27 | |
| SVB Financial (SIVBQ) | 0.0 | $6.0k | 33.00 | 181.82 | |
| Western Digital (WDC) | 0.0 | $7.0k | 188.00 | 37.23 | |
| Winnebago Industries (WGO) | 0.0 | $0 | 20.00 | 0.00 | |
| Equity Residential (EQR) | 0.0 | $9.0k | 134.00 | 67.16 | |
| Cott Corp | 0.0 | $4.0k | 305.00 | 13.11 | |
| Eastman Chemical Company (EMN) | 0.0 | $6.0k | 88.00 | 68.18 | |
| International Business Machines (IBM) | 0.0 | $5.0k | 46.00 | 108.70 | |
| Target Corporation (TGT) | 0.0 | $5.0k | 79.00 | 63.29 | |
| Ford Motor Company (F) | 0.0 | $0 | 20.00 | 0.00 | |
| Accenture (ACN) | 0.0 | $7.0k | 47.00 | 148.94 | |
| Prudential Financial (PRU) | 0.0 | $2.0k | 21.00 | 95.24 | |
| FactSet Research Systems (FDS) | 0.0 | $3.0k | 17.00 | 176.47 | |
| HFF | 0.0 | $2.0k | 70.00 | 28.57 | |
| Hovnanian Enterprises | 0.0 | $10k | 15k | 0.67 | |
| Fastenal Company (FAST) | 0.0 | $12k | 231.00 | 51.95 | |
| Delta Air Lines (DAL) | 0.0 | $1.0k | 20.00 | 50.00 | |
| Advanced Micro Devices (AMD) | 0.0 | $0 | 16.00 | 0.00 | |
| Micron Technology (MU) | 0.0 | $0 | 9.00 | 0.00 | |
| Industrial SPDR (XLI) | 0.0 | $6.0k | 101.00 | 59.41 | |
| Estee Lauder Companies (EL) | 0.0 | $4.0k | 33.00 | 121.21 | |
| Under Armour (UAA) | 0.0 | $0 | 20.00 | 0.00 | |
| Baidu (BIDU) | 0.0 | $13k | 85.00 | 152.94 | |
| Steel Dynamics (STLD) | 0.0 | $11k | 375.00 | 29.33 | |
| Flextronics International Ltd Com Stk (FLEX) | 0.0 | $7.0k | 980.00 | 7.14 | |
| Phi | 0.0 | $2.0k | 1.2k | 1.72 | |
| Elbit Systems (ESLT) | 0.0 | $11k | 100.00 | 110.00 | |
| Skechers USA | 0.0 | $0 | 10.00 | 0.00 | |
| Alexion Pharmaceuticals | 0.0 | $0 | 3.00 | 0.00 | |
| Celgene Corporation | 0.0 | $7.0k | 104.00 | 67.31 | |
| Nektar Therapeutics | 0.0 | $1.0k | 20.00 | 50.00 | |
| Magellan Midstream Partners | 0.0 | $9.0k | 162.00 | 55.56 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $12k | 293.00 | 40.96 | |
| Vanguard Total Bond Market ETF (BND) | 0.0 | $999.960000 | 12.00 | 83.33 | |
| Vanguard Information Technology ETF (VGT) | 0.0 | $1.0k | 8.00 | 125.00 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $10k | 411.00 | 24.33 | |
| Cormedix | 0.0 | $3.0k | 2.0k | 1.50 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $2.0k | 45.00 | 44.44 | |
| Ishares Trust Msci China msci china idx (MCHI) | 0.0 | $2.0k | 30.00 | 66.67 | |
| Neoprobe | 0.0 | $0 | 200.00 | 0.00 | |
| Rowan Companies | 0.0 | $3.0k | 310.00 | 9.68 | |
| Ishares Inc core msci emkt (IEMG) | 0.0 | $4.0k | 87.00 | 45.98 | |
| Liberty Global Inc Com Ser A | 0.0 | $9.0k | 406.00 | 22.17 | |
| Blackstone Mtg Tr (BXMT) | 0.0 | $5.0k | 150.00 | 33.33 | |
| Advaxis | 0.0 | $0 | 500.00 | 0.00 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $4.0k | 227.00 | 17.62 | |
| Gopro (GPRO) | 0.0 | $1.0k | 230.00 | 4.35 | |
| Liberty Broadband Corporation (LBRDA) | 0.0 | $13k | 182.00 | 71.43 | |
| Allergan | 0.0 | $1.0k | 4.00 | 250.00 | |
| Monster Beverage Corp (MNST) | 0.0 | $6.0k | 125.00 | 48.00 | |
| Edgewell Pers Care (EPC) | 0.0 | $0 | 10.00 | 0.00 | |
| Seres Therapeutics | 0.0 | $0 | 20.00 | 0.00 | |
| Global Blood Therapeutics In | 0.0 | $1.0k | 18.00 | 55.56 | |
| Archrock (AROC) | 0.0 | $0 | 34.00 | 0.00 | |
| Exterran | 0.0 | $0 | 17.00 | 0.00 | |
| Revolution Lighting Technolo | 0.0 | $991.500000 | 3.3k | 0.30 | |
| Liberty Media Corp Delaware Com A Braves Grp | 0.0 | $9.0k | 373.00 | 24.13 | |
| Advansix (ASIX) | 0.0 | $999.940000 | 34.00 | 29.41 | |
| Ishares Msci Japan (EWJ) | 0.0 | $7.0k | 139.00 | 50.36 | |
| Global X Fds rbtcs artfl in (BOTZ) | 0.0 | $3.0k | 203.00 | 14.78 | |
| L3 Technologies | 0.0 | $4.0k | 25.00 | 160.00 | |
| Snap Inc cl a (SNAP) | 0.0 | $0 | 20.00 | 0.00 | |
| Ultra Petroleum | 0.0 | $0 | 58.00 | 0.00 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $5.0k | 30.00 | 166.67 | |
| Bausch Health Companies (BHC) | 0.0 | $0 | 8.00 | 0.00 | |
| Garrett Motion (GTX) | 0.0 | $2.0k | 183.00 | 10.93 |