Moloney Securities Asset Management as of Sept. 30, 2019
Portfolio Holdings for Moloney Securities Asset Management
Moloney Securities Asset Management holds 336 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 2.5 | $7.3M | 33k | 223.97 | |
Microsoft Corporation (MSFT) | 2.3 | $7.0M | 50k | 139.02 | |
Johnson & Johnson (JNJ) | 2.3 | $6.8M | 53k | 129.38 | |
Procter & Gamble Company (PG) | 1.9 | $5.8M | 46k | 124.38 | |
iShares Barclays 10-20 Yr Tresry Bd (TLH) | 1.9 | $5.6M | 38k | 149.49 | |
Berkshire Hathaway (BRK.B) | 1.9 | $5.5M | 27k | 208.03 | |
iShares S&P MidCap 400 Index (IJH) | 1.7 | $5.2M | 27k | 193.22 | |
International Business Machines (IBM) | 1.5 | $4.5M | 31k | 145.41 | |
SPDR S&P Dividend (SDY) | 1.5 | $4.5M | 44k | 102.60 | |
3M Company (MMM) | 1.4 | $4.3M | 26k | 164.39 | |
Invesco S&p Smallcap Low Volatility Etf (XSLV) | 1.2 | $3.6M | 73k | 48.89 | |
Alphabet Inc Class A cs (GOOGL) | 1.2 | $3.5M | 2.9k | 1221.22 | |
At&t (T) | 1.1 | $3.4M | 89k | 37.84 | |
Exxon Mobil Corporation (XOM) | 1.1 | $3.3M | 47k | 70.62 | |
Verizon Communications (VZ) | 1.1 | $3.3M | 54k | 60.35 | |
Chevron Corporation (CVX) | 1.1 | $3.2M | 27k | 118.59 | |
iShares S&P 500 Index (IVV) | 1.0 | $3.1M | 11k | 298.53 | |
Invesco S&p 500 High Div, Low V equities (SPHD) | 1.0 | $3.1M | 73k | 42.63 | |
Merck & Co (MRK) | 1.0 | $3.0M | 35k | 84.18 | |
Square Inc cl a (SQ) | 1.0 | $2.9M | 47k | 61.94 | |
Spdr S&p 500 Etf (SPY) | 0.9 | $2.7M | 9.2k | 296.80 | |
Corning Incorporated (GLW) | 0.9 | $2.6M | 92k | 28.52 | |
Abbott Laboratories (ABT) | 0.9 | $2.6M | 31k | 83.66 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.9 | $2.6M | 24k | 108.10 | |
Spdr Tr russell 1000 lowvol (LGLV) | 0.9 | $2.6M | 23k | 111.47 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.8 | $2.5M | 13k | 188.83 | |
Boeing Company (BA) | 0.8 | $2.5M | 6.5k | 380.47 | |
Ishares Tr usa min vo (USMV) | 0.8 | $2.5M | 38k | 64.10 | |
Visa (V) | 0.8 | $2.4M | 14k | 171.98 | |
Wal-Mart Stores (WMT) | 0.8 | $2.3M | 20k | 118.67 | |
Abbvie (ABBV) | 0.8 | $2.3M | 31k | 75.71 | |
Roche Holding (RHHBY) | 0.8 | $2.3M | 62k | 36.41 | |
Moderna (MRNA) | 0.7 | $2.2M | 139k | 15.92 | |
Walt Disney Company (DIS) | 0.7 | $2.2M | 17k | 130.32 | |
UnitedHealth (UNH) | 0.7 | $2.2M | 10k | 217.34 | |
Amgen (AMGN) | 0.7 | $2.1M | 11k | 193.50 | |
Amazon (AMZN) | 0.7 | $2.1M | 1.2k | 1736.24 | |
Health Care SPDR (XLV) | 0.7 | $2.1M | 23k | 90.13 | |
Home Depot (HD) | 0.7 | $2.0M | 8.7k | 232.02 | |
Chsinc 7 1/2 12/31/49 (CHSCL) | 0.7 | $2.0M | 75k | 27.30 | |
Akamai Technologies (AKAM) | 0.7 | $2.0M | 22k | 91.38 | |
Altria (MO) | 0.7 | $2.0M | 48k | 40.89 | |
iShares Russell 2000 Index (IWM) | 0.7 | $2.0M | 13k | 151.37 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.6 | $1.9M | 15k | 127.45 | |
United Parcel Service (UPS) | 0.6 | $1.8M | 15k | 119.79 | |
Cisco Systems (CSCO) | 0.6 | $1.8M | 37k | 49.42 | |
Global X Fds glbl x mlp etf | 0.6 | $1.8M | 221k | 8.38 | |
Welltower Inc Com reit (WELL) | 0.6 | $1.8M | 20k | 90.67 | |
Infosys Technologies (INFY) | 0.6 | $1.7M | 149k | 11.37 | |
Lockheed Martin Corporation (LMT) | 0.6 | $1.7M | 4.4k | 390.07 | |
Pepsi (PEP) | 0.6 | $1.7M | 13k | 137.07 | |
Walgreen Boots Alliance (WBA) | 0.5 | $1.6M | 30k | 55.33 | |
Invesco S&p 500 Low Volatility Etf (SPLV) | 0.5 | $1.6M | 27k | 57.90 | |
Duke Energy (DUK) | 0.5 | $1.5M | 16k | 95.88 | |
2u | 0.5 | $1.4M | 88k | 16.28 | |
Ishares High Dividend Equity F (HDV) | 0.5 | $1.4M | 15k | 94.18 | |
Spdr Series Trust cmn (SPBO) | 0.5 | $1.4M | 42k | 33.84 | |
Intel Corporation (INTC) | 0.5 | $1.4M | 26k | 51.54 | |
Franklin Universal Trust (FT) | 0.5 | $1.3M | 179k | 7.54 | |
Coca-Cola Company (KO) | 0.4 | $1.3M | 24k | 54.43 | |
Digital Realty Trust (DLR) | 0.4 | $1.3M | 10k | 129.80 | |
Nike (NKE) | 0.4 | $1.3M | 14k | 93.89 | |
iShares S&P SmallCap 600 Index (IJR) | 0.4 | $1.3M | 17k | 77.81 | |
Dominion Resources (D) | 0.4 | $1.3M | 16k | 81.06 | |
Crown Castle Intl (CCI) | 0.4 | $1.3M | 9.2k | 139.01 | |
Spdr Ser Tr 1 3 hgh yield (BIL) | 0.4 | $1.3M | 14k | 91.61 | |
Fs Investment Corporation | 0.4 | $1.2M | 211k | 5.83 | |
Fidelity corp bond etf (FCOR) | 0.4 | $1.2M | 23k | 53.00 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $1.2M | 10k | 117.71 | |
CVS Caremark Corporation (CVS) | 0.4 | $1.2M | 19k | 63.08 | |
Philip Morris International (PM) | 0.4 | $1.2M | 16k | 75.93 | |
iShares Russell 1000 Growth Index (IWF) | 0.4 | $1.2M | 7.5k | 159.58 | |
Ishares Tr core tl usd bd (IUSB) | 0.4 | $1.2M | 23k | 52.41 | |
Emerson Electric (EMR) | 0.4 | $1.2M | 18k | 66.85 | |
iShares Dow Jones US Technology (IYW) | 0.4 | $1.2M | 5.8k | 204.20 | |
Facebook Inc cl a (META) | 0.4 | $1.2M | 6.6k | 178.03 | |
Gwg Hldgs Inc Ser 2 Pfd 7 Dtd p | 0.4 | $1.2M | 1.2k | 1000.00 | |
Caterpillar (CAT) | 0.4 | $1.1M | 9.1k | 126.27 | |
Pfizer (PFE) | 0.4 | $1.1M | 32k | 35.93 | |
Vanguard Total Bond Market ETF (BND) | 0.4 | $1.1M | 14k | 84.45 | |
Alphabet Inc Class C cs (GOOG) | 0.4 | $1.1M | 932.00 | 1218.88 | |
American Express Company (AXP) | 0.4 | $1.1M | 9.4k | 118.27 | |
Royal Dutch Shell | 0.4 | $1.1M | 19k | 59.92 | |
Key (KEY) | 0.4 | $1.1M | 61k | 17.84 | |
iShares Russell 3000 Value Index (IUSV) | 0.4 | $1.1M | 19k | 57.80 | |
Waste Management (WM) | 0.4 | $1.1M | 9.4k | 115.04 | |
Nextera Energy (NEE) | 0.4 | $1.1M | 4.6k | 232.94 | |
Bce (BCE) | 0.4 | $1.1M | 22k | 48.39 | |
Arch Capital Group (ACGL) | 0.4 | $1.1M | 25k | 41.98 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.4 | $1.1M | 3.0k | 352.53 | |
Bristol Myers Squibb (BMY) | 0.3 | $1.0M | 21k | 50.72 | |
McDonald's Corporation (MCD) | 0.3 | $1.0M | 4.8k | 214.81 | |
Bank Of Montreal Cadcom (BMO) | 0.3 | $1.0M | 14k | 73.72 | |
Novartis (NVS) | 0.3 | $989k | 11k | 86.86 | |
Medtronic (MDT) | 0.3 | $1.0M | 9.2k | 108.66 | |
Qualcomm (QCOM) | 0.3 | $971k | 13k | 76.29 | |
Tejon Ranch Company (TRC) | 0.3 | $967k | 57k | 16.97 | |
Ross Stores (ROST) | 0.3 | $936k | 8.5k | 109.88 | |
Vanguard Europe Pacific ETF (VEA) | 0.3 | $914k | 22k | 41.09 | |
U.S. Bancorp (USB) | 0.3 | $893k | 16k | 55.34 | |
General Mills (GIS) | 0.3 | $892k | 16k | 55.10 | |
Xcel Energy (XEL) | 0.3 | $891k | 14k | 64.86 | |
Union Pacific Corporation (UNP) | 0.3 | $871k | 5.4k | 161.96 | |
iShares MSCI EAFE Index Fund (EFA) | 0.3 | $858k | 13k | 65.20 | |
Estee Lauder Companies (EL) | 0.3 | $877k | 4.4k | 198.87 | |
First Tr Energy Infrastrctr | 0.3 | $862k | 52k | 16.51 | |
Thermo Fisher Scientific (TMO) | 0.3 | $830k | 2.8k | 291.33 | |
Simon Property (SPG) | 0.3 | $825k | 5.3k | 155.63 | |
First Trust Amex Biotech Index Fnd (FBT) | 0.3 | $824k | 6.7k | 123.82 | |
FedEx Corporation (FDX) | 0.3 | $823k | 5.7k | 145.64 | |
Colgate-Palmolive Company (CL) | 0.3 | $797k | 11k | 73.52 | |
Bank of America Corporation (BAC) | 0.3 | $789k | 27k | 29.19 | |
Technology SPDR (XLK) | 0.3 | $786k | 9.8k | 80.55 | |
Mondelez Int (MDLZ) | 0.3 | $788k | 14k | 55.34 | |
Bayer (BAYRY) | 0.2 | $756k | 43k | 17.64 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.2 | $753k | 13k | 57.77 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.2 | $713k | 4.7k | 150.14 | |
Moody's Corporation (MCO) | 0.2 | $680k | 3.3k | 204.70 | |
AFLAC Incorporated (AFL) | 0.2 | $684k | 13k | 52.32 | |
Texas Instruments Incorporated (TXN) | 0.2 | $688k | 5.3k | 129.18 | |
MasterCard Incorporated (MA) | 0.2 | $654k | 2.4k | 271.71 | |
Unilever (UL) | 0.2 | $649k | 11k | 60.06 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $671k | 5.6k | 119.57 | |
SPDR Barclays Capital Aggregate Bo (SPAB) | 0.2 | $659k | 22k | 29.65 | |
FirstEnergy (FE) | 0.2 | $614k | 13k | 48.25 | |
General Electric Company | 0.2 | $615k | 69k | 8.94 | |
Commerce Bancshares (CBSH) | 0.2 | $621k | 10k | 60.67 | |
Tor Dom Bk Cad (TD) | 0.2 | $628k | 11k | 58.29 | |
Financial Select Sector SPDR (XLF) | 0.2 | $624k | 22k | 27.98 | |
Templeton Emerging Markets (EMF) | 0.2 | $630k | 43k | 14.67 | |
Novo Nordisk A/S (NVO) | 0.2 | $593k | 12k | 51.68 | |
Vanguard REIT ETF (VNQ) | 0.2 | $601k | 6.4k | 93.24 | |
Cloudera | 0.2 | $612k | 69k | 8.86 | |
Pimco Equity Ser Rafi Dyn Ml Us (MFUS) | 0.2 | $609k | 20k | 30.04 | |
Cognizant Technology Solutions (CTSH) | 0.2 | $579k | 9.6k | 60.27 | |
Ford Motor Company (F) | 0.2 | $559k | 61k | 9.16 | |
SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.2 | $567k | 15k | 38.86 | |
Gwg Hldgs Inc Pfd p | 0.2 | $567k | 567.00 | 1000.00 | |
BP (BP) | 0.2 | $549k | 15k | 37.99 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $533k | 13k | 40.89 | |
NVIDIA Corporation (NVDA) | 0.2 | $551k | 3.2k | 174.20 | |
Advanced Micro Devices (AMD) | 0.2 | $550k | 19k | 28.99 | |
Quest Diagnostics Incorporated (DGX) | 0.2 | $553k | 5.2k | 106.96 | |
iShares S&P 500 Growth Index (IVW) | 0.2 | $525k | 2.9k | 179.98 | |
Alkermes (ALKS) | 0.2 | $549k | 28k | 19.52 | |
Gamco Global Gold Natural Reso (GGN) | 0.2 | $526k | 121k | 4.35 | |
Eli Lilly & Co. (LLY) | 0.2 | $515k | 4.6k | 111.81 | |
Automatic Data Processing (ADP) | 0.2 | $496k | 3.1k | 161.41 | |
BB&T Corporation | 0.2 | $513k | 9.6k | 53.38 | |
US Ecology | 0.2 | $512k | 8.0k | 64.00 | |
Oneok (OKE) | 0.2 | $507k | 6.9k | 73.70 | |
Novozymes A/s Unspons (NVZMY) | 0.2 | $510k | 12k | 42.06 | |
Dow (DOW) | 0.2 | $516k | 11k | 47.67 | |
Blackstone Group Inc Com Cl A (BX) | 0.2 | $522k | 11k | 48.87 | |
Annaly Capital Management | 0.2 | $477k | 54k | 8.81 | |
CSX Corporation (CSX) | 0.2 | $474k | 6.8k | 69.21 | |
Tractor Supply Company (TSCO) | 0.2 | $492k | 5.4k | 90.46 | |
Yum! Brands (YUM) | 0.2 | $465k | 4.1k | 113.47 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $493k | 4.8k | 102.01 | |
SPDR DJ Wilshire Mid Cap (SPMD) | 0.2 | $480k | 14k | 33.92 | |
Ssga Active Etf Tr ult sht trm bd (ULST) | 0.2 | $465k | 12k | 40.41 | |
Gwg Hldgs Inc Pfd p | 0.2 | $470k | 470.00 | 1000.00 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $444k | 3.1k | 141.94 | |
Northrop Grumman Corporation (NOC) | 0.1 | $442k | 1.2k | 374.89 | |
Zimmer Holdings (ZBH) | 0.1 | $452k | 3.3k | 137.18 | |
Enbridge (ENB) | 0.1 | $441k | 13k | 35.04 | |
Enterprise Products Partners (EPD) | 0.1 | $455k | 16k | 28.58 | |
Utilities SPDR (XLU) | 0.1 | $459k | 7.1k | 64.75 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $460k | 11k | 40.25 | |
Phillips 66 (PSX) | 0.1 | $451k | 4.4k | 102.48 | |
Vanguard S&p 500 Etf idx (VOO) | 0.1 | $460k | 1.7k | 272.51 | |
Ishares Tr core div grwth (DGRO) | 0.1 | $449k | 12k | 39.17 | |
Griffin American Healthcare Re (AHTR) | 0.1 | $437k | 46k | 9.54 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $428k | 3.3k | 128.14 | |
Southern Company (SO) | 0.1 | $425k | 6.9k | 61.76 | |
Accenture (ACN) | 0.1 | $412k | 2.1k | 192.34 | |
SPDR Gold Trust (GLD) | 0.1 | $431k | 3.1k | 138.94 | |
Tompkins Financial Corporation (TMP) | 0.1 | $406k | 5.0k | 81.20 | |
Alibaba Group Holding (BABA) | 0.1 | $417k | 2.5k | 167.40 | |
Lightstone Value Plus Real Est | 0.1 | $420k | 42k | 9.99 | |
Consolidated Edison (ED) | 0.1 | $382k | 4.0k | 94.48 | |
LKQ Corporation (LKQ) | 0.1 | $404k | 13k | 31.48 | |
SYSCO Corporation (SYY) | 0.1 | $378k | 4.8k | 79.40 | |
Stericycle (SRCL) | 0.1 | $397k | 7.8k | 50.90 | |
Fiserv (FI) | 0.1 | $388k | 3.7k | 103.58 | |
Micron Technology (MU) | 0.1 | $388k | 9.1k | 42.87 | |
Centene Corporation (CNC) | 0.1 | $382k | 8.8k | 43.25 | |
iShares Dow Jones US Medical Dev. (IHI) | 0.1 | $394k | 1.6k | 247.33 | |
Spdr Series Trust aerospace def (XAR) | 0.1 | $390k | 3.6k | 106.88 | |
Aon | 0.1 | $382k | 2.0k | 193.71 | |
Ringcentral (RNG) | 0.1 | $402k | 3.2k | 125.62 | |
0.1 | $394k | 9.6k | 41.20 | ||
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 0.1 | $391k | 5.9k | 66.55 | |
Booking Holdings (BKNG) | 0.1 | $404k | 206.00 | 1961.17 | |
Oxford Square Ca (OXSQ) | 0.1 | $399k | 64k | 6.22 | |
CMS Energy Corporation (CMS) | 0.1 | $355k | 5.5k | 64.02 | |
Emcor (EME) | 0.1 | $349k | 4.1k | 86.11 | |
Goldman Sachs (GS) | 0.1 | $356k | 1.7k | 207.46 | |
Sonoco Products Company (SON) | 0.1 | $363k | 6.2k | 58.29 | |
Danaher Corporation (DHR) | 0.1 | $368k | 2.6k | 144.26 | |
Southwest Gas Corporation (SWX) | 0.1 | $374k | 4.1k | 91.04 | |
Innospec (IOSP) | 0.1 | $352k | 4.0k | 89.07 | |
Energy Transfer Equity (ET) | 0.1 | $368k | 28k | 13.09 | |
Flowers Foods (FLO) | 0.1 | $351k | 15k | 23.16 | |
Pinnacle West Capital Corporation (PNW) | 0.1 | $356k | 3.7k | 97.08 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $351k | 5.7k | 61.47 | |
Consumer Discretionary SPDR (XLY) | 0.1 | $356k | 2.9k | 120.80 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $353k | 3.9k | 91.12 | |
First Trust Cloud Computing Et (SKYY) | 0.1 | $373k | 6.6k | 56.48 | |
Expedia (EXPE) | 0.1 | $355k | 2.6k | 134.27 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.1 | $361k | 3.0k | 119.22 | |
Invesco Bldrs Asia 50 Adr Inde | 0.1 | $366k | 12k | 30.64 | |
Comcast Corporation (CMCSA) | 0.1 | $322k | 7.1k | 45.14 | |
Expeditors International of Washington (EXPD) | 0.1 | $317k | 4.3k | 74.20 | |
Wells Fargo & Company (WFC) | 0.1 | $333k | 6.6k | 50.49 | |
McKesson Corporation (MCK) | 0.1 | $335k | 2.4k | 136.85 | |
ConocoPhillips (COP) | 0.1 | $337k | 5.9k | 56.95 | |
Deere & Company (DE) | 0.1 | $344k | 2.0k | 168.54 | |
Starbucks Corporation (SBUX) | 0.1 | $327k | 3.7k | 88.52 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $341k | 3.1k | 108.60 | |
Humana (HUM) | 0.1 | $332k | 1.3k | 255.78 | |
Chemed Corp Com Stk (CHE) | 0.1 | $318k | 762.00 | 417.32 | |
U.S. Physical Therapy (USPH) | 0.1 | $328k | 2.5k | 130.63 | |
AECOM Technology Corporation (ACM) | 0.1 | $344k | 9.2k | 37.52 | |
iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.1 | $317k | 1.4k | 224.98 | |
SPDR DJ Wilshire Large Cap Value (SPYV) | 0.1 | $315k | 9.9k | 31.95 | |
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) | 0.1 | $339k | 6.7k | 50.41 | |
Ameren Corporation (AEE) | 0.1 | $298k | 3.7k | 80.09 | |
eBay (EBAY) | 0.1 | $301k | 7.7k | 39.05 | |
AutoZone (AZO) | 0.1 | $302k | 278.00 | 1086.33 | |
Fastenal Company (FAST) | 0.1 | $286k | 8.8k | 32.64 | |
Fair Isaac Corporation (FICO) | 0.1 | $287k | 946.00 | 303.38 | |
Omega Healthcare Investors (OHI) | 0.1 | $306k | 7.3k | 41.77 | |
Abb (ABBNY) | 0.1 | $296k | 15k | 19.69 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.1 | $296k | 5.2k | 57.31 | |
SPDR DJ Wilshire Large Cap (SPLG) | 0.1 | $312k | 9.0k | 34.86 | |
Paypal Holdings (PYPL) | 0.1 | $307k | 3.0k | 103.68 | |
Nuveen High Income Target Term | 0.1 | $297k | 30k | 9.85 | |
Impinj (PI) | 0.1 | $308k | 10k | 30.88 | |
Invesco Exchng Traded Fd Tr china technlgy (CQQQ) | 0.1 | $288k | 6.3k | 45.71 | |
Dupont De Nemours (DD) | 0.1 | $286k | 4.0k | 71.36 | |
Costco Wholesale Corporation (COST) | 0.1 | $260k | 904.00 | 287.61 | |
Baxter International (BAX) | 0.1 | $269k | 3.1k | 87.37 | |
Honeywell International (HON) | 0.1 | $263k | 1.6k | 169.46 | |
Target Corporation (TGT) | 0.1 | $274k | 2.6k | 106.78 | |
American Electric Power Company (AEP) | 0.1 | $268k | 2.9k | 93.54 | |
Gilead Sciences (GILD) | 0.1 | $271k | 4.3k | 63.44 | |
NVR (NVR) | 0.1 | $260k | 70.00 | 3714.29 | |
Activision Blizzard | 0.1 | $259k | 4.9k | 52.86 | |
iShares S&P 500 Value Index (IVE) | 0.1 | $277k | 2.3k | 119.35 | |
O'reilly Automotive (ORLY) | 0.1 | $275k | 691.00 | 397.97 | |
NeoGenomics (NEO) | 0.1 | $269k | 14k | 19.09 | |
SPDR DJ Wilshire REIT (RWR) | 0.1 | $272k | 2.6k | 104.66 | |
Kinder Morgan (KMI) | 0.1 | $255k | 12k | 20.59 | |
Ishares Tr fltg rate nt (FLOT) | 0.1 | $281k | 5.5k | 51.00 | |
Spdr Ser Tr shrt trsry etf (SPTS) | 0.1 | $271k | 9.0k | 30.06 | |
Ishares Tr core strm usbd (ISTB) | 0.1 | $282k | 5.6k | 50.43 | |
H & Q Healthcare Fund equities (HQH) | 0.1 | $256k | 14k | 18.37 | |
Sprott Physical Gold & S (CEF) | 0.1 | $274k | 19k | 14.19 | |
PNC Financial Services (PNC) | 0.1 | $226k | 1.6k | 140.11 | |
Cummins (CMI) | 0.1 | $243k | 1.5k | 162.43 | |
GlaxoSmithKline | 0.1 | $253k | 5.9k | 42.69 | |
United Technologies Corporation | 0.1 | $228k | 1.7k | 136.61 | |
Oracle Corporation (ORCL) | 0.1 | $245k | 4.5k | 55.04 | |
Chipotle Mexican Grill (CMG) | 0.1 | $229k | 272.00 | 841.91 | |
Celgene Corporation | 0.1 | $227k | 2.3k | 99.34 | |
Icahn Enterprises (IEP) | 0.1 | $229k | 3.6k | 64.16 | |
Aspen Technology | 0.1 | $248k | 2.0k | 123.08 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $229k | 1.4k | 167.89 | |
Vanguard High Dividend Yield ETF (VYM) | 0.1 | $251k | 2.8k | 88.91 | |
iShares Dow Jones US Industrial (IYJ) | 0.1 | $231k | 1.5k | 159.09 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.1 | $249k | 4.7k | 52.44 | |
SPDR DJ Wilshire Small Cap | 0.1 | $229k | 3.4k | 67.35 | |
Clovis Oncology | 0.1 | $236k | 60k | 3.93 | |
Ishares Trust Barclays (CMBS) | 0.1 | $237k | 4.4k | 53.41 | |
Spdr Ser Tr spdr russel 2000 (SPSM) | 0.1 | $241k | 8.0k | 29.94 | |
Genmab A/s -sp (GMAB) | 0.1 | $238k | 12k | 20.26 | |
Spdr Ser Tr sp500 high div (SPYD) | 0.1 | $252k | 6.6k | 37.95 | |
Kkr & Co (KKR) | 0.1 | $231k | 8.6k | 26.88 | |
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) | 0.1 | $251k | 4.8k | 52.69 | |
Spirit Realty Capital | 0.1 | $227k | 4.7k | 47.85 | |
Carbon Black In Common Stock C | 0.1 | $241k | 9.3k | 26.01 | |
Fidelity National Information Services (FIS) | 0.1 | $203k | 1.5k | 132.68 | |
International Paper Company (IP) | 0.1 | $208k | 5.0k | 41.88 | |
Lowe's Companies (LOW) | 0.1 | $208k | 1.9k | 109.82 | |
Old Republic International Corporation (ORI) | 0.1 | $219k | 9.3k | 23.60 | |
Constellation Brands (STZ) | 0.1 | $213k | 1.0k | 207.80 | |
Texas Pacific Land Trust | 0.1 | $222k | 341.00 | 651.03 | |
Alerian Mlp Etf | 0.1 | $214k | 23k | 9.15 | |
First Trust DJ Internet Index Fund (FDN) | 0.1 | $211k | 1.6k | 134.82 | |
Schwab Strategic Tr intrm trm (SCHR) | 0.1 | $218k | 3.9k | 55.56 | |
Chs Inc 8% Cum Redeemable Pfd prd (CHSCP) | 0.1 | $208k | 7.4k | 28.11 | |
New Mountain Finance Corp (NMFC) | 0.1 | $212k | 16k | 13.65 | |
Zoetis Inc Cl A (ZTS) | 0.1 | $202k | 1.6k | 124.77 | |
Cdw (CDW) | 0.1 | $209k | 1.7k | 123.38 | |
Redwood Financial (REDW) | 0.1 | $221k | 2.2k | 100.45 | |
Gwg Hldgs | 0.1 | $210k | 21k | 9.99 | |
Hp (HPQ) | 0.1 | $197k | 10k | 18.91 | |
John Hancock Exchange Traded multifactor la (JHML) | 0.1 | $210k | 5.5k | 38.48 | |
J P Morgan Exchange Traded F ultra shrt (JPST) | 0.1 | $222k | 4.4k | 50.45 | |
Gwg Hldgs Inc Pfd 7 Dtd p | 0.1 | $207k | 207.00 | 1000.00 | |
Hanesbrands (HBI) | 0.1 | $167k | 11k | 15.31 | |
Pan American Silver Corp Can (PAAS) | 0.1 | $170k | 11k | 15.70 | |
Pacific Biosciences of California (PACB) | 0.1 | $181k | 35k | 5.17 | |
Cohen & Steers Total Return Real (RFI) | 0.1 | $166k | 11k | 14.77 | |
Now (DNOW) | 0.1 | $167k | 15k | 11.49 | |
Box Inc cl a (BOX) | 0.1 | $174k | 11k | 16.52 | |
Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.1 | $160k | 20k | 8.21 | |
Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $140k | 14k | 10.04 | |
Rekor Systems Inc Preferred St p | 0.1 | $162k | 17k | 9.53 | |
Banco Santander (SAN) | 0.0 | $121k | 30k | 4.03 | |
Prospect Capital Corporation (PSEC) | 0.0 | $118k | 18k | 6.56 | |
ArQule | 0.0 | $86k | 12k | 7.17 | |
Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.0 | $99k | 19k | 5.19 | |
Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) | 0.0 | $90k | 12k | 7.50 | |
Madison Covered Call Eq Strat (MCN) | 0.0 | $77k | 12k | 6.39 | |
Great Elm Cap | 0.0 | $84k | 10k | 8.24 | |
Sprott Inc C ommon | 0.0 | $49k | 21k | 2.33 | |
Therapeuticsmd | 0.0 | $54k | 15k | 3.60 | |
Intrexon | 0.0 | $69k | 12k | 5.75 | |
Unity Biotechnology | 0.0 | $61k | 10k | 6.10 | |
Medalist Diversified Reit In | 0.0 | $51k | 12k | 4.23 | |
Lloyds TSB (LYG) | 0.0 | $38k | 15k | 2.62 | |
Castlight Health | 0.0 | $15k | 11k | 1.43 | |
Aurora Cannabis Inc snc | 0.0 | $44k | 10k | 4.35 | |
Hexo Corp | 0.0 | $44k | 11k | 3.99 | |
Abraxas Petroleum | 0.0 | $7.9k | 17k | 0.48 | |
Oilsands Quest | 0.0 | $0 | 18k | 0.00 | |
Pengrowth Energy Corp | 0.0 | $3.0k | 14k | 0.21 | |
Integral Technologies | 0.0 | $3.4k | 339k | 0.01 | |
Applied Visual Sciences (APVS) | 0.0 | $0 | 701k | 0.00 | |
Atlantis Internet (ATIG) | 0.0 | $0 | 69k | 0.00 | |
World Moto | 0.0 | $0 | 700k | 0.00 | |
Growlife | 0.0 | $0 | 10k | 0.00 | |
Pavmed | 0.0 | $11k | 11k | 0.96 | |
Spo Networks | 0.0 | $0 | 200k | 0.00 |