Princeton Global Asset Management as of Sept. 30, 2019
Portfolio Holdings for Princeton Global Asset Management
Princeton Global Asset Management holds 348 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 |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.3 | $7.6M | 55k | 137.08 | |
| Berkshire Hathaway (BRK.B) | 2.9 | $5.0M | 24k | 206.74 | |
| Taiwan Semiconductor Mfg (TSM) | 2.8 | $4.9M | 103k | 47.20 | |
| Blackstone Group Inc Com Cl A (BX) | 2.7 | $4.7M | 100k | 47.21 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $4.4M | 38k | 115.56 | |
| Walt Disney Company (DIS) | 2.3 | $4.0M | 31k | 129.55 | |
| Visa (V) | 2.3 | $4.0M | 23k | 174.30 | |
| Broadcom (AVGO) | 2.2 | $3.9M | 14k | 274.92 | |
| Koninklijke Philips Electronics NV (PHG) | 2.0 | $3.5M | 77k | 45.15 | |
| UnitedHealth (UNH) | 2.0 | $3.5M | 16k | 217.22 | |
| Apple (AAPL) | 1.7 | $3.0M | 14k | 224.62 | |
| Alphabet Inc Class A cs (GOOGL) | 1.7 | $3.0M | 2.5k | 1206.35 | |
| Thermo Fisher Scientific (TMO) | 1.6 | $2.8M | 9.8k | 287.40 | |
| Johnson & Johnson (JNJ) | 1.6 | $2.8M | 21k | 130.00 | |
| First Trust DJ Internet Index Fund (FDN) | 1.6 | $2.7M | 21k | 131.90 | |
| Chubb (CB) | 1.6 | $2.7M | 17k | 158.63 | |
| iShares MSCI ACWI Index Fund (ACWI) | 1.3 | $2.4M | 32k | 72.91 | |
| Bank of America Corporation (BAC) | 1.3 | $2.3M | 80k | 28.44 | |
| United Technologies Corporation | 1.3 | $2.3M | 17k | 133.84 | |
| Suncor Energy (SU) | 1.3 | $2.3M | 74k | 30.69 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.3 | $2.2M | 13k | 167.60 | |
| Sony Corporation (SONY) | 1.3 | $2.2M | 39k | 57.96 | |
| Accenture (ACN) | 1.2 | $2.1M | 11k | 189.68 | |
| Ishares Inc core msci emkt (IEMG) | 1.1 | $2.0M | 40k | 48.78 | |
| Cisco Systems (CSCO) | 1.1 | $1.9M | 41k | 47.76 | |
| Total | 1.1 | $1.9M | 37k | 51.50 | |
| Lockheed Martin Corporation (LMT) | 1.0 | $1.8M | 4.7k | 384.17 | |
| EOG Resources (EOG) | 1.0 | $1.8M | 25k | 71.61 | |
| Ishares Inc emrgmkt dividx (DVYE) | 1.0 | $1.8M | 48k | 37.15 | |
| Brookfield Asset Management | 1.0 | $1.8M | 34k | 52.00 | |
| Citizens Financial (CFG) | 0.9 | $1.7M | 48k | 34.20 | |
| Medtronic (MDT) | 0.9 | $1.5M | 14k | 108.26 | |
| At&t (T) | 0.9 | $1.5M | 41k | 37.41 | |
| SPDR Gold Trust (GLD) | 0.9 | $1.5M | 11k | 139.64 | |
| Nextera Energy (NEE) | 0.8 | $1.4M | 6.1k | 232.04 | |
| Alphabet Inc Class C cs (GOOG) | 0.8 | $1.4M | 1.2k | 1205.53 | |
| Comcast Corporation (CMCSA) | 0.7 | $1.3M | 29k | 44.55 | |
| Nutrien (NTR) | 0.7 | $1.3M | 25k | 50.18 | |
| Unilever | 0.7 | $1.2M | 20k | 60.63 | |
| Northrop Grumman Corporation (NOC) | 0.7 | $1.2M | 3.2k | 367.93 | |
| ORIX Corporation (IX) | 0.7 | $1.2M | 16k | 74.76 | |
| Equinor Asa (EQNR) | 0.7 | $1.2M | 62k | 18.95 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $1.1M | 16k | 68.96 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.6 | $1.1M | 5.8k | 187.36 | |
| Fiserv (FISV) | 0.6 | $1.1M | 11k | 103.16 | |
| Vail Resorts (MTN) | 0.6 | $1.1M | 4.7k | 228.55 | |
| Pfizer (PFE) | 0.6 | $1.0M | 29k | 35.43 | |
| Dupont De Nemours (DD) | 0.6 | $1.0M | 15k | 68.01 | |
| Broadridge Financial Solutions (BR) | 0.6 | $1.0M | 8.2k | 124.95 | |
| Marathon Petroleum Corp (MPC) | 0.6 | $1.0M | 17k | 60.38 | |
| Novartis (NVS) | 0.6 | $993k | 12k | 86.07 | |
| Home Depot (HD) | 0.6 | $961k | 4.2k | 231.23 | |
| Honeywell International (HON) | 0.6 | $958k | 5.8k | 164.32 | |
| Schwab Strategic Tr cmn (SCHV) | 0.5 | $938k | 17k | 55.89 | |
| Packaging Corporation of America (PKG) | 0.5 | $910k | 8.8k | 102.88 | |
| Mondelez Int (MDLZ) | 0.5 | $914k | 17k | 54.64 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.5 | $892k | 13k | 67.53 | |
| Banco Santander (SAN) | 0.5 | $878k | 223k | 3.94 | |
| L3harris Technologies (LHX) | 0.5 | $878k | 4.3k | 203.71 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.5 | $863k | 16k | 53.64 | |
| Ishares Tr ibnd dec21 etf | 0.5 | $838k | 34k | 25.03 | |
| Ishares Tr Ibonds December 2022 Corp Etf | 0.5 | $838k | 33k | 25.34 | |
| DTE Energy Company (DTE) | 0.5 | $828k | 6.2k | 133.23 | |
| Ishares Tr Dec 2020 | 0.5 | $815k | 32k | 25.34 | |
| Ishares Tr ibnd dec23 etf | 0.5 | $786k | 31k | 25.57 | |
| Watsco, Incorporated (WSO) | 0.4 | $776k | 4.7k | 164.16 | |
| Global X Fds us pfd etf (PFFD) | 0.4 | $768k | 31k | 25.12 | |
| Becton, Dickinson and (BDX) | 0.4 | $759k | 3.0k | 250.91 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $754k | 5.9k | 128.60 | |
| Amgen (AMGN) | 0.4 | $734k | 3.8k | 193.26 | |
| Crown Castle Intl (CCI) | 0.4 | $744k | 5.4k | 136.84 | |
| Ishares Tr | 0.4 | $741k | 30k | 24.83 | |
| First Trust Cloud Computing Et (SKYY) | 0.4 | $709k | 13k | 55.86 | |
| Ecolab (ECL) | 0.4 | $676k | 3.5k | 195.94 | |
| Schwab Strategic Tr sht tm us tres (SCHO) | 0.4 | $689k | 14k | 50.61 | |
| Abbvie (ABBV) | 0.4 | $660k | 9.0k | 73.25 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.4 | $654k | 5.8k | 112.49 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.4 | $650k | 17k | 37.36 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.4 | $647k | 12k | 55.67 | |
| Intel Corporation (INTC) | 0.4 | $639k | 13k | 50.77 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.4 | $626k | 2.3k | 269.25 | |
| Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) | 0.4 | $627k | 5.4k | 117.04 | |
| Raytheon Company | 0.3 | $621k | 3.2k | 192.26 | |
| Air Products & Chemicals (APD) | 0.3 | $609k | 2.8k | 216.73 | |
| U.S. Bancorp (USB) | 0.3 | $591k | 11k | 53.83 | |
| CoreSite Realty | 0.3 | $600k | 5.0k | 119.31 | |
| Xylem (XYL) | 0.3 | $591k | 7.7k | 76.83 | |
| Zoetis Inc Cl A (ZTS) | 0.3 | $589k | 4.7k | 125.27 | |
| Wisdomtree Tr us multifactor (USMF) | 0.3 | $602k | 20k | 30.13 | |
| Amphenol Corporation (APH) | 0.3 | $572k | 6.0k | 95.33 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.3 | $574k | 4.9k | 118.11 | |
| American Electric Power Company (AEP) | 0.3 | $570k | 6.1k | 93.24 | |
| American Express Company (AXP) | 0.3 | $526k | 4.5k | 116.89 | |
| PNC Financial Services (PNC) | 0.3 | $522k | 3.8k | 137.22 | |
| iShares S&P MidCap 400 Index (IJH) | 0.3 | $531k | 2.8k | 189.64 | |
| Fnf (FNF) | 0.3 | $531k | 12k | 44.07 | |
| Invesco Exchange Traded Fd Ts&p Sml600 Gwt etf/equity (RZG) | 0.3 | $517k | 5.0k | 104.44 | |
| Corning Incorporated (GLW) | 0.3 | $487k | 18k | 27.83 | |
| Oracle Corporation (ORCL) | 0.3 | $485k | 9.0k | 53.89 | |
| West Pharmaceutical Services (WST) | 0.3 | $493k | 3.5k | 139.86 | |
| Bristol Myers Squibb (BMY) | 0.3 | $470k | 9.3k | 50.67 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.3 | $468k | 4.8k | 98.01 | |
| Verizon Communications (VZ) | 0.3 | $458k | 7.7k | 59.85 | |
| Public Service Enterprise (PEG) | 0.3 | $463k | 7.5k | 61.75 | |
| Pimco Total Return Etf totl (BOND) | 0.3 | $464k | 4.3k | 108.79 | |
| Consumer Discretionary SPDR (XLY) | 0.2 | $438k | 3.7k | 119.80 | |
| Lowe's Companies (LOW) | 0.2 | $425k | 3.9k | 109.71 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.2 | $424k | 3.4k | 126.57 | |
| Goldman Sachs Etf Tr equal weig (GSEW) | 0.2 | $415k | 8.9k | 46.68 | |
| Technology SPDR (XLK) | 0.2 | $395k | 5.0k | 79.80 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.2 | $404k | 4.9k | 83.30 | |
| Kemper Corp Del (KMPR) | 0.2 | $400k | 5.2k | 76.34 | |
| Sch Fnd Intl Lg Etf (FNDF) | 0.2 | $397k | 15k | 27.29 | |
| Corteva (CTVA) | 0.2 | $405k | 15k | 27.61 | |
| People's United Financial | 0.2 | $365k | 24k | 15.21 | |
| Consolidated Edison (ED) | 0.2 | $361k | 3.8k | 94.13 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.2 | $362k | 4.1k | 87.74 | |
| Ishares Tr edge msci minm (SMMV) | 0.2 | $365k | 11k | 34.04 | |
| Invesco Exchange Traded Fd T dwa utils mumt (PUI) | 0.2 | $371k | 11k | 34.97 | |
| Abbott Laboratories (ABT) | 0.2 | $340k | 4.2k | 81.93 | |
| W.R. Berkley Corporation (WRB) | 0.2 | $336k | 4.7k | 71.11 | |
| Energy Select Sector SPDR (XLE) | 0.2 | $333k | 5.8k | 57.91 | |
| D Spdr Series Trust (XHE) | 0.2 | $328k | 4.3k | 76.14 | |
| 3M Company (MMM) | 0.2 | $317k | 2.0k | 158.50 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $310k | 1.00 | 310000.00 | |
| Minerals Technologies (MTX) | 0.2 | $319k | 6.2k | 51.45 | |
| iShares MSCI Brazil Index (EWZ) | 0.2 | $316k | 7.6k | 41.75 | |
| Vanguard Total World Stock Idx (VT) | 0.2 | $315k | 4.2k | 74.19 | |
| Pepsi (PEP) | 0.2 | $304k | 2.2k | 137.56 | |
| Spirit AeroSystems Holdings (SPR) | 0.2 | $294k | 3.6k | 81.67 | |
| Wisdomtree Tr intl qulty div (IQDG) | 0.2 | $290k | 10k | 28.66 | |
| Jp Morgan Exchange Traded Fd fund (JQUA) | 0.2 | $295k | 10k | 29.07 | |
| Wyndham Hotels And Resorts (WH) | 0.2 | $276k | 5.3k | 51.69 | |
| Invesco Exchange Traded Fd T s&p mdcp400 pr (RFG) | 0.2 | $279k | 2.0k | 139.50 | |
| Norfolk Southern (NSC) | 0.1 | $268k | 1.5k | 175.05 | |
| iShares Dow Jones U.S. Index Fund (IYY) | 0.1 | $263k | 1.8k | 146.11 | |
| SPDR DJ Wilshire Small Cap Growth (SLYG) | 0.1 | $258k | 4.4k | 58.64 | |
| SPDR DJ Wilshire Mid Cap Growth (MDYG) | 0.1 | $270k | 5.1k | 52.94 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $263k | 4.3k | 60.71 | |
| Suburban Propane Partners (SPH) | 0.1 | $253k | 11k | 23.43 | |
| Dollar General (DG) | 0.1 | $237k | 1.5k | 159.17 | |
| Schwab Strategic Tr us reit etf (SCHH) | 0.1 | $232k | 5.0k | 46.74 | |
| Wisdomtree Tr emgring mkts (EMMF) | 0.1 | $230k | 11k | 21.56 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $214k | 729.00 | 293.55 | |
| Capital One Financial (COF) | 0.1 | $214k | 2.4k | 89.35 | |
| Curtiss-Wright (CW) | 0.1 | $201k | 1.6k | 127.22 | |
| Cambria Etf Tr shshld yield etf (SYLD) | 0.1 | $189k | 5.3k | 35.93 | |
| Amazon (AMZN) | 0.1 | $179k | 103.00 | 1737.86 | |
| Sprott Physical Gold Trust (PHYS) | 0.1 | $179k | 15k | 11.93 | |
| Duke Energy (DUK) | 0.1 | $174k | 1.8k | 96.67 | |
| Schwab Strategic Tr schwb fdt int sc (FNDC) | 0.1 | $183k | 6.0k | 30.61 | |
| Lattice Strategies Tr dev mk x us st (RODM) | 0.1 | $179k | 6.5k | 27.72 | |
| Pimco Energy & Tactical (PDX) | 0.1 | $182k | 10k | 17.69 | |
| Loews Corporation (L) | 0.1 | $151k | 3.0k | 50.33 | |
| Pgx etf (PGX) | 0.1 | $161k | 11k | 15.06 | |
| NVIDIA Corporation (NVDA) | 0.1 | $140k | 801.00 | 174.78 | |
| Omega Healthcare Investors (OHI) | 0.1 | $141k | 3.4k | 41.47 | |
| Schwab Intl Small Cap Equity ETF (SCHC) | 0.1 | $145k | 4.6k | 31.75 | |
| Ameriprise Financial (AMP) | 0.1 | $119k | 840.00 | 141.67 | |
| Caterpillar (CAT) | 0.1 | $130k | 1.1k | 122.99 | |
| SYSCO Corporation (SYY) | 0.1 | $117k | 1.5k | 79.65 | |
| Merck & Co (MRK) | 0.1 | $128k | 1.5k | 83.82 | |
| Brookfield Infrastructure Part (BIP) | 0.1 | $118k | 2.4k | 49.29 | |
| WisdomTree Intl. SmallCap Div (DLS) | 0.1 | $116k | 1.8k | 63.22 | |
| Proshares Invt Grade Etf etf/closed end (IGHG) | 0.1 | $125k | 1.7k | 74.45 | |
| Liberty Media Corp Delaware Com C Siriusxm | 0.1 | $128k | 3.1k | 41.69 | |
| Etf Ser Solutions amen cust satf | 0.1 | $126k | 3.7k | 33.82 | |
| Alcon (ALC) | 0.1 | $125k | 2.2k | 57.84 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $110k | 2.7k | 40.74 | |
| ARGO GROUP INTERNATIONAL Holdi Com Stk | 0.1 | $103k | 1.5k | 70.60 | |
| Spdr Ser Tr cmn (FLRN) | 0.1 | $104k | 3.4k | 30.78 | |
| Liberty Global Inc C | 0.1 | $107k | 4.6k | 23.45 | |
| Liberty Broadband Cl C (LBRDK) | 0.1 | $101k | 973.00 | 103.80 | |
| Stanley Black & Decker (SWK) | 0.1 | $84k | 600.00 | 140.00 | |
| Constellation Brands (STZ) | 0.1 | $84k | 400.00 | 210.00 | |
| Estee Lauder Companies (EL) | 0.1 | $79k | 400.00 | 197.50 | |
| Enterprise Products Partners (EPD) | 0.1 | $93k | 3.3k | 28.55 | |
| iShares Brclys Intrdte Gov/Crt Bd (GVI) | 0.1 | $91k | 800.00 | 113.75 | |
| Wp Carey (WPC) | 0.1 | $79k | 869.00 | 90.91 | |
| Vaneck Vectors Etf Tr (HYEM) | 0.1 | $79k | 3.4k | 23.11 | |
| Lyft (LYFT) | 0.1 | $96k | 2.4k | 39.92 | |
| Boeing Company (BA) | 0.0 | $77k | 206.00 | 373.79 | |
| Royal Dutch Shell | 0.0 | $71k | 1.2k | 58.77 | |
| Illinois Tool Works (ITW) | 0.0 | $68k | 440.00 | 154.55 | |
| Clorox Company (CLX) | 0.0 | $76k | 500.00 | 152.00 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $65k | 405.00 | 160.49 | |
| Rayonier (RYN) | 0.0 | $65k | 2.3k | 28.26 | |
| Tc Energy Corp (TRP) | 0.0 | $78k | 1.5k | 52.00 | |
| Progressive Corporation (PGR) | 0.0 | $48k | 626.00 | 76.68 | |
| Eli Lilly & Co. (LLY) | 0.0 | $52k | 465.00 | 111.83 | |
| Health Care SPDR (XLV) | 0.0 | $45k | 500.00 | 90.00 | |
| Analog Devices (ADI) | 0.0 | $44k | 396.00 | 111.11 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $61k | 530.00 | 115.09 | |
| WellCare Health Plans | 0.0 | $44k | 170.00 | 258.82 | |
| Colgate-Palmolive Company (CL) | 0.0 | $46k | 640.00 | 71.88 | |
| Diageo (DEO) | 0.0 | $49k | 295.00 | 166.10 | |
| Procter & Gamble Company (PG) | 0.0 | $46k | 367.00 | 125.34 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $55k | 850.00 | 64.71 | |
| Canadian Pacific Railway | 0.0 | $56k | 256.00 | 218.75 | |
| Novo Nordisk A/S (NVO) | 0.0 | $61k | 1.2k | 50.83 | |
| Discovery Communications | 0.0 | $56k | 2.2k | 25.23 | |
| Applied Materials (AMAT) | 0.0 | $56k | 1.1k | 50.63 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $53k | 650.00 | 81.54 | |
| Advanced Micro Devices (AMD) | 0.0 | $56k | 1.9k | 29.15 | |
| Aqua America | 0.0 | $51k | 1.1k | 45.62 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $44k | 600.00 | 73.33 | |
| Capital Southwest Corporation (CSWC) | 0.0 | $52k | 2.4k | 21.67 | |
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $48k | 3.3k | 14.54 | |
| SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.0 | $60k | 1.2k | 50.38 | |
| Eaton Vance Risk Managed Diversified (ETJ) | 0.0 | $51k | 5.4k | 9.37 | |
| SPDR DJ Wilshire Small Cap Value (SLYV) | 0.0 | $49k | 804.00 | 60.95 | |
| Sprott Physical Silver Tr tr unit (PSLV) | 0.0 | $48k | 7.5k | 6.40 | |
| Facebook Inc cl a (META) | 0.0 | $57k | 322.00 | 177.02 | |
| D First Tr Exchange-traded (FPE) | 0.0 | $54k | 2.7k | 20.00 | |
| Paypal Holdings (PYPL) | 0.0 | $57k | 553.00 | 103.07 | |
| Csw Industrials (CSW) | 0.0 | $54k | 800.00 | 67.50 | |
| Novocure Ltd ord (NVCR) | 0.0 | $59k | 800.00 | 73.75 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.0 | $59k | 1.4k | 41.26 | |
| Etf Managers Tr tierra xp latin | 0.0 | $44k | 2.1k | 20.48 | |
| Camping World Hldgs (CWH) | 0.0 | $54k | 6.0k | 9.00 | |
| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.0 | $46k | 900.00 | 51.11 | |
| MasterCard Incorporated (MA) | 0.0 | $34k | 125.00 | 272.00 | |
| Costco Wholesale Corporation (COST) | 0.0 | $38k | 132.00 | 287.88 | |
| CSX Corporation (CSX) | 0.0 | $35k | 521.00 | 67.18 | |
| Wal-Mart Stores (WMT) | 0.0 | $42k | 354.00 | 118.64 | |
| General Electric Company | 0.0 | $27k | 3.1k | 8.77 | |
| Travelers Companies (TRV) | 0.0 | $30k | 203.00 | 147.78 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $31k | 700.00 | 44.29 | |
| ConAgra Foods (CAG) | 0.0 | $36k | 1.2k | 30.00 | |
| Bk Nova Cad (BNS) | 0.0 | $37k | 650.00 | 56.92 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $28k | 75.00 | 373.33 | |
| HCP | 0.0 | $43k | 1.2k | 36.32 | |
| General Motors Company (GM) | 0.0 | $29k | 792.00 | 36.62 | |
| SPDR Wells Fargo Prfd Stk ETF (PSK) | 0.0 | $37k | 820.00 | 45.12 | |
| LRAD Corporation | 0.0 | $34k | 10k | 3.40 | |
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 0.0 | $43k | 1.2k | 35.83 | |
| SPDR DJ Wilshire Large Cap (SPYM) | 0.0 | $36k | 1.0k | 34.55 | |
| Liberty Global Inc Com Ser A | 0.0 | $30k | 1.2k | 24.81 | |
| Ishares U S Etf Tr it rt hdg hgyl (HYGH) | 0.0 | $27k | 297.00 | 90.91 | |
| Liberty Broadband Corporation (LBRDA) | 0.0 | $37k | 357.00 | 103.64 | |
| Ishares Tr ibnd dec24 etf | 0.0 | $39k | 1.5k | 26.24 | |
| Liberty Media Corp Series C Li | 0.0 | $31k | 767.00 | 40.42 | |
| Lamb Weston Hldgs (LW) | 0.0 | $30k | 400.00 | 75.00 | |
| Gci Liberty Incorporated | 0.0 | $38k | 608.00 | 62.50 | |
| Etf Ser Solutions Cboe Vest S&p | 0.0 | $34k | 773.00 | 43.98 | |
| Dbx Etf Tr xtrackers msci (EASG) | 0.0 | $38k | 1.5k | 25.33 | |
| HSBC Holdings (HSBC) | 0.0 | $23k | 600.00 | 38.33 | |
| BlackRock | 0.0 | $24k | 54.00 | 444.44 | |
| McDonald's Corporation (MCD) | 0.0 | $21k | 99.00 | 212.12 | |
| Via | 0.0 | $16k | 639.00 | 25.04 | |
| Baxter International (BAX) | 0.0 | $18k | 200.00 | 90.00 | |
| CBS Corporation | 0.0 | $26k | 639.00 | 40.69 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $10k | 35.00 | 285.71 | |
| Global Payments (GPN) | 0.0 | $22k | 137.00 | 160.58 | |
| Altria (MO) | 0.0 | $21k | 500.00 | 42.00 | |
| BB&T Corporation | 0.0 | $18k | 335.00 | 53.73 | |
| GlaxoSmithKline | 0.0 | $14k | 315.00 | 44.44 | |
| Nike (NKE) | 0.0 | $22k | 228.00 | 96.49 | |
| Southern Company (SO) | 0.0 | $12k | 187.00 | 64.17 | |
| Marriott International (MAR) | 0.0 | $24k | 192.00 | 125.00 | |
| Discovery Communications | 0.0 | $20k | 740.00 | 27.03 | |
| First Solar (FSLR) | 0.0 | $15k | 250.00 | 60.00 | |
| Ares Capital Corporation (ARCC) | 0.0 | $17k | 869.00 | 19.56 | |
| BHP Billiton (BHP) | 0.0 | $23k | 449.00 | 51.22 | |
| Energy Transfer Equity (ET) | 0.0 | $13k | 960.00 | 13.54 | |
| Mobile Mini | 0.0 | $9.0k | 229.00 | 39.30 | |
| Teleflex Incorporated (TFX) | 0.0 | $21k | 61.00 | 344.26 | |
| Westpac Banking Corporation | 0.0 | $20k | 1.0k | 20.00 | |
| Abb (ABBNY) | 0.0 | $16k | 806.00 | 19.85 | |
| Marten Transport (MRTN) | 0.0 | $10k | 449.00 | 22.27 | |
| Unilever | 0.0 | $17k | 280.00 | 60.71 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $17k | 100.00 | 170.00 | |
| American Water Works (AWK) | 0.0 | $14k | 110.00 | 127.27 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $16k | 554.00 | 28.88 | |
| Utilities SPDR (XLU) | 0.0 | $17k | 250.00 | 68.00 | |
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $20k | 489.00 | 40.90 | |
| WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.0 | $26k | 579.00 | 44.91 | |
| Vanguard Growth ETF (VUG) | 0.0 | $26k | 156.00 | 166.67 | |
| SPDR S&P Dividend (SDY) | 0.0 | $26k | 250.00 | 104.00 | |
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $26k | 2.1k | 12.36 | |
| Golub Capital BDC (GBDC) | 0.0 | $13k | 661.00 | 19.67 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.0 | $22k | 322.00 | 68.32 | |
| SPDR S&P World ex-US (SPDW) | 0.0 | $14k | 459.00 | 30.50 | |
| Eaton Vance Tax-Advantaged Global Divide (ETO) | 0.0 | $21k | 827.00 | 25.39 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $25k | 347.00 | 72.05 | |
| Citigroup (C) | 0.0 | $13k | 187.00 | 69.52 | |
| Expedia (EXPE) | 0.0 | $16k | 115.00 | 139.13 | |
| Sarepta Therapeutics (SRPT) | 0.0 | $12k | 150.00 | 80.00 | |
| Alps Etf sectr div dogs (SDOG) | 0.0 | $13k | 292.00 | 44.52 | |
| Blackrock Multi-sector Incom other (BIT) | 0.0 | $13k | 746.00 | 17.43 | |
| Veeva Sys Inc cl a (VEEV) | 0.0 | $23k | 143.00 | 160.84 | |
| Spdr Ser Tr sp500 fosl etf (SPYX) | 0.0 | $15k | 200.00 | 75.00 | |
| Liberty Media Corp Del Com Ser | 0.0 | $14k | 357.00 | 39.22 | |
| Brookfield Business Partners unit | 0.0 | $22k | 549.00 | 40.07 | |
| Yum China Holdings (YUMC) | 0.0 | $25k | 548.00 | 45.62 | |
| Sprott Physical Gold & S (CEF) | 0.0 | $13k | 900.00 | 14.44 | |
| Liberty Interactive Corp | 0.0 | $19k | 1.9k | 10.27 | |
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.0 | $17k | 295.00 | 57.63 | |
| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.0 | $15k | 300.00 | 50.00 | |
| NRG Energy (NRG) | 0.0 | $8.0k | 184.00 | 43.48 | |
| FedEx Corporation (FDX) | 0.0 | $7.0k | 49.00 | 142.86 | |
| Seattle Genetics | 0.0 | $8.0k | 93.00 | 86.02 | |
| Host Hotels & Resorts (HST) | 0.0 | $3.0k | 151.00 | 19.87 | |
| International Business Machines (IBM) | 0.0 | $3.0k | 18.00 | 166.67 | |
| Gilead Sciences (GILD) | 0.0 | $4.0k | 60.00 | 66.67 | |
| Ii-vi | 0.0 | $3.0k | 72.00 | 41.67 | |
| Micron Technology (MU) | 0.0 | $6.0k | 130.00 | 46.15 | |
| Fulton Financial (FULT) | 0.0 | $1.0k | 46.00 | 21.74 | |
| Intuit (INTU) | 0.0 | $4.0k | 15.00 | 266.67 | |
| Neurocrine Biosciences (NBIX) | 0.0 | $8.0k | 83.00 | 96.39 | |
| Rigel Pharmaceuticals | 0.0 | $2.0k | 1.0k | 2.00 | |
| Scotts Miracle-Gro Company (SMG) | 0.0 | $6.0k | 55.00 | 109.09 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $0 | 0 | 0.00 | |
| Immunomedics | 0.0 | $4.0k | 239.00 | 16.74 | |
| SPDR S&P Oil & Gas Explore & Prod. | 0.0 | $3.0k | 102.00 | 29.41 | |
| SPDR S&P Emerging Markets (SPEM) | 0.0 | $2.0k | 57.00 | 35.09 | |
| SPDR S&P International Small Cap (GWX) | 0.0 | $3.0k | 84.00 | 35.71 | |
| iShares S&P NA Tec. Semi. Idx (SOXX) | 0.0 | $3.0k | 10.00 | 300.00 | |
| iShares S&P Global Healthcare Sect. (IXJ) | 0.0 | $7.0k | 100.00 | 70.00 | |
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $8.0k | 951.00 | 8.41 | |
| SPDR Dow Jones Global Real Estate (RWO) | 0.0 | $5.0k | 89.00 | 56.18 | |
| SPDR S&P International Dividend (DWX) | 0.0 | $7.0k | 161.00 | 43.48 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $5.0k | 179.00 | 27.93 | |
| Spdr Series Trust brcly em locl (EBND) | 0.0 | $1.0k | 7.00 | 142.86 | |
| Spdr Short-term High Yield mf (SJNK) | 0.0 | $2.0k | 46.00 | 43.48 | |
| Verastem | 0.0 | $1.0k | 400.00 | 2.50 | |
| Cdw (CDW) | 0.0 | $6.0k | 46.00 | 130.43 | |
| Agios Pharmaceuticals (AGIO) | 0.0 | $999.920000 | 29.00 | 34.48 | |
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.0 | $3.0k | 92.00 | 32.61 | |
| Proshares Trust High (HYHG) | 0.0 | $2.0k | 22.00 | 90.91 | |
| Alibaba Group Holding (BABA) | 0.0 | $7.0k | 39.00 | 179.49 | |
| Liberty Tripadvisor Hldgs (LTRPA) | 0.0 | $3.0k | 234.00 | 12.82 | |
| Chemours (CC) | 0.0 | $6.0k | 360.00 | 16.67 | |
| Corbus Pharmaceuticals Hldgs | 0.0 | $4.0k | 666.00 | 6.01 | |
| Lumentum Hldgs (LITE) | 0.0 | $1.0k | 10.00 | 100.00 | |
| Liberty Media Corp Delaware Com A Braves Grp | 0.0 | $3.0k | 73.00 | 41.10 | |
| Liberty Media Corp Delaware Com C Braves Grp | 0.0 | $8.0k | 253.00 | 31.62 | |
| Canopy Gro | 0.0 | $5.0k | 213.00 | 23.47 | |
| Frontier Communication | 0.0 | $1.0k | 1.00 | 1000.00 | |
| Tocagen | 0.0 | $1.0k | 500.00 | 2.00 | |
| Knight Swift Transn Hldgs (KNX) | 0.0 | $8.0k | 209.00 | 38.28 | |
| Black Knight | 0.0 | $5.0k | 71.00 | 70.42 | |
| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.0 | $4.0k | 34.00 | 117.65 | |
| Liberty Latin America (LILA) | 0.0 | $999.940000 | 17.00 | 58.82 | |
| Liberty Latin America Ser C (LILAK) | 0.0 | $7.0k | 369.00 | 18.97 | |
| Dropbox Inc-class A (DBX) | 0.0 | $2.0k | 100.00 | 20.00 | |
| Invesco Exchange Traded Fd T wilderhil clan (PBW) | 0.0 | $8.0k | 250.00 | 32.00 | |
| Nio Inc spon ads (NIO) | 0.0 | $1.0k | 250.00 | 4.00 |