Tiedemann Advisors as of June 30, 2018
Portfolio Holdings for Tiedemann Advisors
Tiedemann Advisors holds 294 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 |
---|---|---|---|---|---|
Deep Value Etf deep value etf (DEEP) | 6.8 | $107M | 3.1M | 34.87 | |
Oracle Corporation (ORCL) | 6.2 | $97M | 2.2M | 44.06 | |
First Tr Exchange-traded Fd no amer energy (EMLP) | 5.6 | $87M | 3.7M | 23.22 | |
iShares S&P Moderate Allocation Fund ETF (AOM) | 4.7 | $73M | 2.0M | 37.53 | |
Molina Healthcare (MOH) | 4.0 | $62M | 635k | 97.94 | |
Spdr S&p 500 Etf (SPY) | 3.4 | $54M | 198k | 272.53 | |
Enterprise Products Partners (EPD) | 3.3 | $52M | 1.9M | 27.67 | |
iShares S&P 1500 Index Fund (ITOT) | 3.2 | $50M | 791k | 62.79 | |
Exxon Mobil Corporation (XOM) | 2.1 | $34M | 405k | 82.73 | |
iShares MSCI ACWI Index Fund (ACWI) | 2.0 | $32M | 447k | 71.12 | |
Magellan Midstream Partners | 2.0 | $32M | 458k | 69.08 | |
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 1.8 | $29M | 254k | 112.60 | |
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 1.7 | $27M | 726k | 37.34 | |
Nextera Energy Partners (NEP) | 1.4 | $22M | 468k | 46.67 | |
Vanguard Total Stock Market ETF (VTI) | 1.3 | $21M | 148k | 140.43 | |
iShares S&P 500 Index (IVV) | 1.3 | $20M | 74k | 274.25 | |
iShares S&P MidCap 400 Index (IJH) | 1.2 | $20M | 100k | 195.63 | |
Phillips 66 Partners | 1.2 | $19M | 369k | 51.06 | |
Transcanada Corp | 1.1 | $18M | 409k | 43.69 | |
Dowdupont | 1.1 | $18M | 267k | 65.92 | |
Alphabet Inc Class A cs (GOOGL) | 1.1 | $18M | 16k | 1129.03 | |
Williams Partners | 1.1 | $17M | 409k | 40.59 | |
Alphabet Inc Class C cs (GOOG) | 1.0 | $16M | 15k | 1115.58 | |
Spdr Ser Tr 1 3 hgh yield (BIL) | 1.0 | $16M | 173k | 91.58 | |
TC Pipelines | 1.0 | $16M | 600k | 26.10 | |
Kinder Morgan (KMI) | 1.0 | $15M | 855k | 17.69 | |
Exelon Corporation (EXC) | 0.9 | $15M | 347k | 42.59 | |
Enbridge Energy Partners | 0.9 | $14M | 1.3M | 10.93 | |
Spectra Energy Partners | 0.9 | $14M | 390k | 35.42 | |
Public Service Enterprise (PEG) | 0.8 | $13M | 240k | 54.13 | |
Holly Energy Partners | 0.8 | $13M | 453k | 28.26 | |
Plains All American Pipeline (PAA) | 0.8 | $12M | 499k | 23.64 | |
Nextera Energy (NEE) | 0.7 | $12M | 69k | 167.02 | |
iShares Russell 3000 Index (IWV) | 0.7 | $11M | 70k | 162.29 | |
Apple (AAPL) | 0.7 | $11M | 58k | 185.09 | |
Eqt Midstream Partners | 0.7 | $11M | 206k | 51.59 | |
Heritage Commerce (HTBK) | 0.7 | $10M | 601k | 16.99 | |
MiMedx (MDXG) | 0.6 | $9.3M | 1.5M | 6.39 | |
First Tr Mlp & Energy Income (FEI) | 0.6 | $9.2M | 705k | 13.04 | |
Shell Midstream Prtnrs master ltd part | 0.6 | $9.2M | 415k | 22.18 | |
Vanguard REIT ETF (VNQ) | 0.6 | $8.6M | 105k | 81.44 | |
Westlake Chemical Partners master ltd part (WLKP) | 0.5 | $8.4M | 346k | 24.30 | |
AmeriGas Partners | 0.5 | $8.3M | 197k | 42.22 | |
UGI Corporation (UGI) | 0.5 | $8.3M | 158k | 52.32 | |
SPDR S&P Dividend (SDY) | 0.5 | $8.3M | 90k | 92.71 | |
iShares S&P 500 Growth Index (IVW) | 0.5 | $8.1M | 50k | 163.06 | |
Vanguard Europe Pacific ETF (VEA) | 0.5 | $8.1M | 190k | 42.91 | |
Oneok (OKE) | 0.5 | $7.5M | 108k | 69.83 | |
Fortis (FTS) | 0.5 | $7.4M | 234k | 31.88 | |
iShares Russell 1000 Index (IWB) | 0.5 | $7.3M | 48k | 152.00 | |
Energy Transfer Equity (ET) | 0.5 | $7.2M | 416k | 17.25 | |
iShares Russell 2000 Index (IWM) | 0.5 | $7.0M | 43k | 163.78 | |
Energy Transfer Partners | 0.5 | $7.1M | 372k | 19.04 | |
Johnson & Johnson (JNJ) | 0.4 | $6.3M | 52k | 121.34 | |
Vanguard Emerging Markets ETF (VWO) | 0.4 | $6.2M | 147k | 42.21 | |
Microsoft Corporation (MSFT) | 0.4 | $5.9M | 60k | 98.57 | |
EQT Corporation (EQT) | 0.4 | $5.8M | 105k | 55.17 | |
Hilltop Holdings (HTH) | 0.4 | $5.6M | 253k | 22.07 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.4 | $5.7M | 111k | 51.53 | |
iShares MSCI EAFE Value Index (EFV) | 0.4 | $5.6M | 109k | 51.36 | |
Amazon (AMZN) | 0.3 | $5.4M | 3.2k | 1700.38 | |
Tesla Motors (TSLA) | 0.3 | $5.3M | 16k | 342.99 | |
Vanguard Total World Stock Idx (VT) | 0.3 | $5.2M | 70k | 73.38 | |
First Trust Energy Income & Gr (FEN) | 0.3 | $5.0M | 219k | 22.96 | |
Spring Bk Pharmaceuticals In | 0.3 | $4.9M | 412k | 11.85 | |
iShares Russell 1000 Value Index (IWD) | 0.3 | $4.7M | 39k | 121.41 | |
Cisco Systems (CSCO) | 0.3 | $4.2M | 99k | 43.04 | |
Alliance Resource Partners (ARLP) | 0.3 | $4.2M | 230k | 18.35 | |
Nordstrom (JWN) | 0.2 | $3.8M | 73k | 51.78 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $3.8M | 56k | 66.94 | |
Netflix (NFLX) | 0.2 | $3.8M | 9.6k | 391.44 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $3.5M | 34k | 104.20 | |
Walt Disney Company (DIS) | 0.2 | $3.6M | 35k | 104.87 | |
PPL Corporation (PPL) | 0.2 | $3.6M | 125k | 28.95 | |
NVIDIA Corporation (NVDA) | 0.2 | $3.4M | 14k | 236.88 | |
American Electric Power Company (AEP) | 0.2 | $3.4M | 49k | 69.25 | |
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 0.2 | $3.5M | 87k | 39.91 | |
Bp Midstream Partners Lp Ltd P ml | 0.2 | $3.5M | 165k | 20.99 | |
SPDR Gold Trust (GLD) | 0.2 | $3.3M | 28k | 118.60 | |
Facebook Inc cl a (META) | 0.2 | $3.4M | 17k | 194.33 | |
Doubleline Income Solutions (DSL) | 0.2 | $3.2M | 158k | 19.99 | |
Eversource Energy (ES) | 0.2 | $3.1M | 53k | 58.62 | |
Berkshire Hathaway (BRK.B) | 0.2 | $3.0M | 16k | 186.54 | |
Intel Corporation (INTC) | 0.2 | $2.9M | 59k | 49.75 | |
Invesco Ftse Rafi Dev etf - e (PXF) | 0.2 | $3.0M | 69k | 43.00 | |
W.R. Grace & Co. | 0.2 | $2.8M | 39k | 73.31 | |
Mplx (MPLX) | 0.2 | $2.8M | 83k | 34.13 | |
Vanguard S&p 500 Etf idx (VOO) | 0.2 | $2.8M | 11k | 250.64 | |
Federal Realty Inv. Trust | 0.2 | $2.7M | 21k | 127.55 | |
iShares Russell 1000 Growth Index (IWF) | 0.2 | $2.7M | 19k | 143.80 | |
Vanguard Extended Market ETF (VXF) | 0.2 | $2.5M | 21k | 118.12 | |
NiSource (NI) | 0.1 | $2.3M | 89k | 26.30 | |
Enbridge (ENB) | 0.1 | $2.3M | 64k | 35.92 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $2.4M | 46k | 51.84 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $2.3M | 35k | 65.04 | |
Proshares Ultrashort 20+y Tr etf (TBT) | 0.1 | $2.4M | 67k | 35.95 | |
BlackRock (BLK) | 0.1 | $2.2M | 4.3k | 499.19 | |
MasterCard Incorporated (MA) | 0.1 | $2.2M | 11k | 196.55 | |
TransMontaigne Partners | 0.1 | $2.2M | 61k | 36.84 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $2.2M | 6.2k | 356.11 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $2.2M | 26k | 83.68 | |
SPDR Barclays Capital High Yield B | 0.1 | $2.2M | 63k | 35.48 | |
Valero Energy Partners | 0.1 | $2.1M | 56k | 38.06 | |
Amgen (AMGN) | 0.1 | $2.1M | 11k | 184.86 | |
WESTERN GAS EQUITY Partners | 0.1 | $2.0M | 55k | 35.76 | |
Wec Energy Group (WEC) | 0.1 | $2.0M | 31k | 64.63 | |
Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) | 0.1 | $2.1M | 15k | 139.14 | |
American Express Company (AXP) | 0.1 | $1.8M | 19k | 97.98 | |
Chevron Corporation (CVX) | 0.1 | $1.9M | 15k | 126.36 | |
Pepsi (PEP) | 0.1 | $1.9M | 18k | 108.83 | |
United Technologies Corporation | 0.1 | $1.9M | 15k | 125.08 | |
Western Gas Partners | 0.1 | $1.9M | 39k | 48.41 | |
New Jersey Resources Corporation (NJR) | 0.1 | $1.8M | 40k | 45.01 | |
American Tower Reit (AMT) | 0.1 | $1.9M | 13k | 144.94 | |
Pfizer (PFE) | 0.1 | $1.8M | 49k | 36.24 | |
Honeywell International (HON) | 0.1 | $1.8M | 12k | 143.95 | |
Xcel Energy (XEL) | 0.1 | $1.7M | 37k | 46.05 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $1.7M | 13k | 126.67 | |
Ishares Inc core msci emkt (IEMG) | 0.1 | $1.7M | 32k | 52.48 | |
Barclays Bk Plc Ipath S&p Mlp indx | 0.1 | $1.7M | 96k | 17.54 | |
CMS Energy Corporation (CMS) | 0.1 | $1.6M | 34k | 47.28 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $1.6M | 37k | 43.35 | |
3M Company (MMM) | 0.1 | $1.5M | 7.6k | 196.90 | |
Philip Morris International (PM) | 0.1 | $1.6M | 20k | 81.87 | |
Alliant Energy Corporation (LNT) | 0.1 | $1.5M | 36k | 42.32 | |
Ida (IDA) | 0.1 | $1.6M | 18k | 92.22 | |
Ishares Inc msci world idx (URTH) | 0.1 | $1.6M | 18k | 87.43 | |
Costco Wholesale Corporation (COST) | 0.1 | $1.5M | 7.1k | 209.03 | |
Home Depot (HD) | 0.1 | $1.4M | 7.0k | 195.12 | |
At&t (T) | 0.1 | $1.3M | 42k | 32.10 | |
Raytheon Company | 0.1 | $1.4M | 7.1k | 193.03 | |
EOG Resources (EOG) | 0.1 | $1.4M | 11k | 124.44 | |
Visa (V) | 0.1 | $1.3M | 10k | 132.37 | |
salesforce (CRM) | 0.1 | $1.4M | 10k | 136.45 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $1.4M | 9.1k | 157.74 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $1.4M | 23k | 63.38 | |
Tableau Software Inc Cl A | 0.1 | $1.4M | 14k | 97.76 | |
FedEx Corporation (FDX) | 0.1 | $1.3M | 5.7k | 227.74 | |
Boeing Company (BA) | 0.1 | $1.3M | 3.9k | 336.00 | |
ConocoPhillips (COP) | 0.1 | $1.2M | 17k | 69.62 | |
iShares Russell 2000 Growth Index (IWO) | 0.1 | $1.2M | 5.8k | 204.23 | |
Vanguard Growth ETF (VUG) | 0.1 | $1.3M | 8.7k | 149.79 | |
Vanguard Value ETF (VTV) | 0.1 | $1.3M | 12k | 103.75 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $1.3M | 8.2k | 155.81 | |
Invesco Ftse Rafi Emerging Markets Etf etf (PXH) | 0.1 | $1.3M | 62k | 20.66 | |
Goldman Sachs (GS) | 0.1 | $1.1M | 4.9k | 220.70 | |
Abbott Laboratories (ABT) | 0.1 | $1.0M | 17k | 60.83 | |
Verizon Communications (VZ) | 0.1 | $1.1M | 21k | 50.40 | |
Altria (MO) | 0.1 | $1.1M | 20k | 57.57 | |
Berkshire Hathaway (BRK.A) | 0.1 | $1.1M | 4.00 | 282000.00 | |
Procter & Gamble Company (PG) | 0.1 | $1.1M | 14k | 78.16 | |
Gilead Sciences (GILD) | 0.1 | $1.1M | 15k | 70.88 | |
Edison International (EIX) | 0.1 | $1.0M | 16k | 63.87 | |
Atmos Energy Corporation (ATO) | 0.1 | $1.0M | 11k | 90.13 | |
iShares Barclays Agency Bond Fund (AGZ) | 0.1 | $1.1M | 9.6k | 111.63 | |
Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.1 | $1.1M | 90k | 11.79 | |
Alibaba Group Holding (BABA) | 0.1 | $1.2M | 6.2k | 185.53 | |
Dominion Mid Stream | 0.1 | $1.1M | 81k | 13.59 | |
Gcp Applied Technologies | 0.1 | $1.1M | 39k | 28.95 | |
Ishares Msci Japan (EWJ) | 0.1 | $1.1M | 19k | 57.88 | |
National Grid (NGG) | 0.1 | $1.1M | 21k | 55.84 | |
Blue Apron Hldgs Inc cl a | 0.1 | $1.2M | 345k | 3.35 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $1.2M | 11k | 101.92 | |
Coca-Cola Company (KO) | 0.1 | $875k | 20k | 44.44 | |
Ecolab (ECL) | 0.1 | $924k | 6.6k | 140.85 | |
McDonald's Corporation (MCD) | 0.1 | $922k | 5.9k | 156.88 | |
DaVita (DVA) | 0.1 | $985k | 14k | 69.47 | |
Starbucks Corporation (SBUX) | 0.1 | $875k | 18k | 48.74 | |
Chesapeake Utilities Corporation (CPK) | 0.1 | $894k | 11k | 80.32 | |
WSFS Financial Corporation (WSFS) | 0.1 | $862k | 16k | 53.31 | |
Vanguard Information Technology ETF (VGT) | 0.1 | $881k | 4.8k | 181.69 | |
iShares Morningstar Large Core Idx (ILCB) | 0.1 | $922k | 5.9k | 154.98 | |
Phillips 66 (PSX) | 0.1 | $931k | 8.3k | 112.26 | |
Duke Energy (DUK) | 0.1 | $910k | 12k | 79.01 | |
Abbvie (ABBV) | 0.1 | $955k | 10k | 92.81 | |
Fibrogen (FGEN) | 0.1 | $941k | 15k | 62.63 | |
International Game Technology (IGT) | 0.1 | $980k | 42k | 23.23 | |
Paypal Holdings (PYPL) | 0.1 | $974k | 12k | 83.23 | |
Devon Energy Corporation (DVN) | 0.1 | $791k | 18k | 43.94 | |
General Electric Company | 0.1 | $834k | 61k | 13.75 | |
Bristol Myers Squibb (BMY) | 0.1 | $823k | 15k | 55.33 | |
Carnival Corporation (CCL) | 0.1 | $797k | 14k | 57.35 | |
Wells Fargo & Company (WFC) | 0.1 | $819k | 15k | 55.31 | |
Electronic Arts (EA) | 0.1 | $839k | 5.9k | 141.03 | |
Merck & Co (MRK) | 0.1 | $803k | 13k | 61.26 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $814k | 9.6k | 84.51 | |
Schlumberger (SLB) | 0.1 | $765k | 11k | 67.63 | |
Renasant (RNST) | 0.1 | $861k | 19k | 45.52 | |
Church & Dwight (CHD) | 0.1 | $776k | 15k | 53.15 | |
American Water Works (AWK) | 0.1 | $707k | 8.3k | 85.39 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $744k | 3.5k | 212.03 | |
Vanguard Pacific ETF (VPL) | 0.1 | $818k | 12k | 69.97 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.1 | $796k | 25k | 32.08 | |
Citigroup (C) | 0.1 | $795k | 12k | 66.96 | |
Air Lease Corp (AL) | 0.1 | $721k | 17k | 42.06 | |
Ralph Lauren Corp (RL) | 0.1 | $728k | 5.8k | 126.32 | |
Zoetis Inc Cl A (ZTS) | 0.1 | $853k | 10k | 85.23 | |
Janus Henderson Group Plc Ord (JHG) | 0.1 | $746k | 24k | 30.73 | |
Invesco Exchange Traded Fd T s&p500 pur val (RPV) | 0.1 | $838k | 13k | 65.86 | |
Bank of America Corporation (BAC) | 0.0 | $622k | 22k | 28.19 | |
Consolidated Edison (ED) | 0.0 | $694k | 8.9k | 77.98 | |
Union Pacific Corporation (UNP) | 0.0 | $659k | 4.7k | 141.72 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $600k | 2.5k | 244.10 | |
Ross Stores (ROST) | 0.0 | $694k | 8.2k | 84.72 | |
Morgan Stanley (MS) | 0.0 | $674k | 14k | 47.47 | |
Colgate-Palmolive Company (CL) | 0.0 | $599k | 9.2k | 64.88 | |
Estee Lauder Companies (EL) | 0.0 | $583k | 4.1k | 142.82 | |
Cogent Communications (CCOI) | 0.0 | $562k | 11k | 53.43 | |
Universal Display Corporation (OLED) | 0.0 | $688k | 8.0k | 86.00 | |
Celgene Corporation | 0.0 | $696k | 8.8k | 79.45 | |
Ishares Tr zealand invst (ENZL) | 0.0 | $641k | 13k | 48.32 | |
Mondelez Int (MDLZ) | 0.0 | $627k | 15k | 41.16 | |
Sch Fnd Intl Lg Etf (FNDF) | 0.0 | $601k | 20k | 29.55 | |
Square Inc cl a (SQ) | 0.0 | $616k | 10k | 61.60 | |
Atlantic Cap Bancshares | 0.0 | $685k | 35k | 19.65 | |
Delphi Automotive Inc international (APTV) | 0.0 | $687k | 7.5k | 91.60 | |
BP (BP) | 0.0 | $492k | 11k | 45.66 | |
Ansys (ANSS) | 0.0 | $547k | 3.1k | 174.20 | |
U.S. Bancorp (USB) | 0.0 | $472k | 9.4k | 50.16 | |
Automatic Data Processing (ADP) | 0.0 | $445k | 3.3k | 134.97 | |
SVB Financial (SIVBQ) | 0.0 | $520k | 1.8k | 288.89 | |
CVS Caremark Corporation (CVS) | 0.0 | $394k | 6.1k | 64.56 | |
International Business Machines (IBM) | 0.0 | $465k | 3.3k | 139.47 | |
Royal Dutch Shell | 0.0 | $510k | 7.4k | 69.02 | |
Concho Resources | 0.0 | $415k | 3.0k | 138.33 | |
Kansas City Southern | 0.0 | $479k | 4.5k | 106.44 | |
iShares Russell 2000 Value Index (IWN) | 0.0 | $479k | 3.6k | 132.28 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $530k | 5.2k | 102.22 | |
iShares Dow Jones US Technology (IYW) | 0.0 | $424k | 2.4k | 178.53 | |
iShares Morningstar Mid Core Index (IMCB) | 0.0 | $412k | 2.2k | 185.67 | |
Ishares Tr fltg rate nt (FLOT) | 0.0 | $473k | 9.3k | 51.02 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.0 | $528k | 8.8k | 60.14 | |
Union Bankshares Corporation | 0.0 | $482k | 12k | 38.92 | |
Corenergy Infrastructure Tr (CORRQ) | 0.0 | $479k | 13k | 37.60 | |
Willis Towers Watson (WTW) | 0.0 | $515k | 3.4k | 152.19 | |
Apollo Medical Hldgs (ASTH) | 0.0 | $504k | 20k | 25.85 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $464k | 2.7k | 171.98 | |
Comcast Corporation (CMCSA) | 0.0 | $326k | 10k | 32.69 | |
Charles Schwab Corporation (SCHW) | 0.0 | $258k | 5.1k | 51.06 | |
CSX Corporation (CSX) | 0.0 | $317k | 5.0k | 63.67 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $240k | 695.00 | 345.32 | |
AFLAC Incorporated (AFL) | 0.0 | $345k | 8.0k | 43.10 | |
Thermo Fisher Scientific (TMO) | 0.0 | $315k | 1.5k | 207.51 | |
Air Products & Chemicals (APD) | 0.0 | $322k | 2.1k | 156.77 | |
Allstate Corporation (ALL) | 0.0 | $285k | 3.1k | 91.35 | |
Nike (NKE) | 0.0 | $239k | 3.0k | 79.75 | |
Texas Instruments Incorporated (TXN) | 0.0 | $323k | 2.9k | 110.31 | |
UnitedHealth (UNH) | 0.0 | $336k | 1.4k | 245.97 | |
Weyerhaeuser Company (WY) | 0.0 | $301k | 8.3k | 36.37 | |
Qualcomm (QCOM) | 0.0 | $237k | 4.2k | 56.03 | |
Torchmark Corporation | 0.0 | $349k | 4.3k | 81.30 | |
Southern Company (SO) | 0.0 | $391k | 8.4k | 46.55 | |
Novo Nordisk A/S (NVO) | 0.0 | $262k | 5.7k | 46.27 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $358k | 4.6k | 78.17 | |
Industrial SPDR (XLI) | 0.0 | $282k | 3.9k | 71.66 | |
MetLife (MET) | 0.0 | $308k | 7.1k | 43.55 | |
Abaxis | 0.0 | $249k | 3.0k | 83.00 | |
Materials SPDR (XLB) | 0.0 | $237k | 4.1k | 58.23 | |
Alerian Mlp Etf | 0.0 | $243k | 24k | 10.06 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.0 | $237k | 3.3k | 71.30 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $330k | 2.9k | 113.68 | |
Vanguard Utilities ETF (VPU) | 0.0 | $310k | 2.7k | 116.98 | |
Ubs Ag Jersey Brh Alerian Infrst | 0.0 | $257k | 11k | 22.88 | |
Pembina Pipeline Corp (PBA) | 0.0 | $333k | 9.6k | 34.72 | |
Sanchez Energy Corp C ommon stocks | 0.0 | $315k | 70k | 4.52 | |
2u (TWOU) | 0.0 | $376k | 4.5k | 83.56 | |
Infrareit | 0.0 | $388k | 17k | 22.39 | |
Kraft Heinz (KHC) | 0.0 | $388k | 6.2k | 62.57 | |
Chemours (CC) | 0.0 | $351k | 7.9k | 44.56 | |
Liberty Media Corp Delaware Com C Siriusxm | 0.0 | $254k | 5.6k | 45.31 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $258k | 879.00 | 293.52 | |
Broadcom (AVGO) | 0.0 | $258k | 1.1k | 243.86 | |
Ameriprise Financial (AMP) | 0.0 | $217k | 1.6k | 140.00 | |
Eli Lilly & Co. (LLY) | 0.0 | $228k | 2.7k | 85.71 | |
Edwards Lifesciences (EW) | 0.0 | $226k | 1.6k | 145.34 | |
PPG Industries (PPG) | 0.0 | $218k | 2.1k | 103.12 | |
Unilever | 0.0 | $229k | 4.1k | 55.77 | |
Sempra Energy (SRE) | 0.0 | $211k | 1.8k | 117.46 | |
J.M. Smucker Company (SJM) | 0.0 | $207k | 1.9k | 107.53 | |
Cognex Corporation (CGNX) | 0.0 | $232k | 5.2k | 44.62 | |
iShares Gold Trust | 0.0 | $120k | 10k | 12.00 | |
Technology SPDR (XLK) | 0.0 | $220k | 3.2k | 69.36 | |
Gabelli Equity Trust (GAB) | 0.0 | $84k | 13k | 6.29 | |
iShares MSCI EAFE Growth Index (EFG) | 0.0 | $202k | 2.6k | 78.94 | |
Aberdeen Chile Fund (AEF) | 0.0 | $162k | 23k | 7.00 | |
iShares S&P Growth Allocation Fund (AOR) | 0.0 | $234k | 5.3k | 44.37 | |
Brixmor Prty (BRX) | 0.0 | $190k | 11k | 17.44 | |
First Trust New Opportunities (FPL) | 0.0 | $108k | 10k | 10.34 | |
Medtronic (MDT) | 0.0 | $204k | 2.4k | 85.28 | |
Booking Holdings (BKNG) | 0.0 | $233k | 115.00 | 2026.09 | |
Invesco Exchng Traded Fd Tr fndmntl hy crp (PHB) | 0.0 | $229k | 13k | 18.21 | |
Prospect Capital Corporation (PSEC) | 0.0 | $75k | 11k | 6.82 | |
Pacific Biosciences of California (PACB) | 0.0 | $42k | 12k | 3.59 | |
Xg Technology | 0.0 | $14k | 21k | 0.66 |