Tiedemann Advisors as of Sept. 30, 2018
Portfolio Holdings for Tiedemann Advisors
Tiedemann Advisors holds 308 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Deep Value Etf deep value etf (DEEP) | 7.0 | $119M | 3.4M | 35.33 | |
Oracle Corporation (ORCL) | 6.7 | $113M | 2.2M | 51.56 | |
First Tr Exchange-traded Fd no amer energy (EMLP) | 5.7 | $97M | 4.1M | 23.45 | |
iShares S&P Moderate Allocation Fund ETF (AOM) | 4.3 | $73M | 1.9M | 37.89 | |
Spdr S&p 500 Etf (SPY) | 3.5 | $58M | 200k | 292.05 | |
Molina Healthcare (MOH) | 3.4 | $58M | 389k | 148.70 | |
iShares S&P 1500 Index Fund (ITOT) | 3.3 | $56M | 835k | 66.93 | |
Enterprise Products Partners (EPD) | 3.3 | $56M | 1.9M | 28.73 | |
Vanguard Total Stock Market ETF (VTI) | 3.3 | $55M | 366k | 150.37 | |
Exxon Mobil Corporation (XOM) | 2.0 | $33M | 389k | 85.02 | |
Magellan Midstream Partners | 1.9 | $33M | 480k | 67.72 | |
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 1.9 | $32M | 270k | 118.81 | |
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 1.8 | $30M | 756k | 39.68 | |
iShares MSCI ACWI Index Fund (ACWI) | 1.6 | $28M | 372k | 74.26 | |
Nextera Energy Partners (NEP) | 1.4 | $23M | 472k | 48.50 | |
iShares S&P 500 Index (IVV) | 1.3 | $22M | 74k | 294.00 | |
iShares S&P MidCap 400 Index (IJH) | 1.3 | $22M | 108k | 202.09 | |
Phillips 66 Partners | 1.1 | $19M | 375k | 51.14 | |
Alphabet Inc Class A cs (GOOGL) | 1.1 | $19M | 16k | 1207.12 | |
TC Pipelines | 1.1 | $19M | 615k | 30.33 | |
Transcanada Corp | 1.0 | $17M | 426k | 40.47 | |
Alphabet Inc Class C cs (GOOG) | 1.0 | $17M | 14k | 1193.40 | |
Dowdupont | 1.0 | $17M | 265k | 64.30 | |
Williams Companies (WMB) | 0.9 | $16M | 593k | 27.19 | |
Enbridge Energy Partners | 0.9 | $16M | 1.5M | 10.99 | |
Nextera Energy (NEE) | 0.9 | $16M | 95k | 167.61 | |
Spdr Ser Tr 1 3 hgh yield (BIL) | 0.9 | $16M | 170k | 91.58 | |
Kinder Morgan (KMI) | 0.9 | $15M | 868k | 17.73 | |
Apple (AAPL) | 0.9 | $15M | 65k | 225.78 | |
Holly Energy Partners | 0.8 | $14M | 454k | 31.46 | |
Exelon Corporation (EXC) | 0.8 | $14M | 323k | 43.66 | |
Energy Transfer Partners | 0.8 | $13M | 587k | 22.26 | |
Plains All American Pipeline (PAA) | 0.8 | $13M | 508k | 25.01 | |
iShares Russell 3000 Index (IWV) | 0.8 | $13M | 73k | 173.08 | |
Public Service Enterprise (PEG) | 0.7 | $12M | 229k | 52.79 | |
UGI Corporation (UGI) | 0.6 | $9.5M | 171k | 55.72 | |
Heritage Commerce (HTBK) | 0.5 | $9.0M | 601k | 14.92 | |
MiMedx (MDXG) | 0.5 | $9.0M | 1.5M | 6.18 | |
Shell Midstream Prtnrs master ltd part | 0.5 | $9.0M | 419k | 21.38 | |
Vanguard Europe Pacific ETF (VEA) | 0.5 | $8.8M | 203k | 43.42 | |
SPDR S&P Dividend (SDY) | 0.5 | $8.8M | 90k | 97.92 | |
Westlake Chemical Partners master ltd part (WLKP) | 0.5 | $8.7M | 349k | 24.90 | |
First Tr Mlp & Energy Income (FEI) | 0.5 | $8.4M | 671k | 12.52 | |
Eqt Midstream Partners | 0.5 | $8.3M | 157k | 52.77 | |
iShares Russell 1000 Index (IWB) | 0.5 | $8.1M | 50k | 162.38 | |
Energy Transfer Equity (ET) | 0.5 | $8.1M | 466k | 17.43 | |
iShares S&P 500 Growth Index (IVW) | 0.5 | $8.2M | 46k | 177.69 | |
iShares Russell 2000 Index (IWM) | 0.5 | $7.9M | 47k | 169.02 | |
AmeriGas Partners | 0.5 | $7.9M | 199k | 39.52 | |
Fortis (FTS) | 0.5 | $7.6M | 236k | 32.42 | |
Oneok (OKE) | 0.4 | $7.2M | 106k | 67.80 | |
Vanguard REIT ETF (VNQ) | 0.4 | $7.2M | 90k | 80.68 | |
Johnson & Johnson (JNJ) | 0.4 | $7.1M | 51k | 138.16 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.4 | $7.0M | 130k | 54.27 | |
Microsoft Corporation (MSFT) | 0.4 | $6.9M | 60k | 114.39 | |
Amazon (AMZN) | 0.4 | $6.6M | 3.3k | 2001.53 | |
EQT Corporation (EQT) | 0.4 | $6.6M | 150k | 44.23 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.4 | $6.6M | 122k | 53.96 | |
NVIDIA Corporation (NVDA) | 0.3 | $5.2M | 19k | 280.96 | |
Spectra Energy Partners | 0.3 | $5.2M | 146k | 35.71 | |
Vanguard Total World Stock Idx (VT) | 0.3 | $5.3M | 69k | 76.19 | |
Hilltop Holdings (HTH) | 0.3 | $5.1M | 253k | 20.17 | |
iShares Russell 1000 Value Index (IWD) | 0.3 | $4.9M | 38k | 127.43 | |
Spring Bk Pharmaceuticals In | 0.3 | $5.0M | 412k | 12.05 | |
Cisco Systems (CSCO) | 0.3 | $4.8M | 99k | 48.65 | |
Alliance Resource Partners (ARLP) | 0.3 | $4.7M | 228k | 20.40 | |
First Trust Energy Income & Gr (FEN) | 0.3 | $4.6M | 208k | 22.20 | |
Nordstrom (JWN) | 0.3 | $4.4M | 73k | 59.80 | |
Walt Disney Company (DIS) | 0.2 | $4.1M | 35k | 116.95 | |
American Electric Power Company (AEP) | 0.2 | $4.2M | 60k | 70.89 | |
Tesla Motors (TSLA) | 0.2 | $4.1M | 16k | 264.83 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $4.0M | 59k | 68.00 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $3.9M | 34k | 112.86 | |
PPL Corporation (PPL) | 0.2 | $3.8M | 128k | 29.67 | |
Netflix (NFLX) | 0.2 | $3.6M | 9.7k | 374.15 | |
iShares MSCI EAFE Value Index (EFV) | 0.2 | $3.7M | 72k | 51.92 | |
Mplx (MPLX) | 0.2 | $3.7M | 106k | 34.68 | |
iShares Russell 1000 Growth Index (IWF) | 0.2 | $3.5M | 23k | 156.47 | |
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 0.2 | $3.5M | 87k | 40.73 | |
Vanguard S&p 500 Etf idx (VOO) | 0.2 | $3.6M | 14k | 268.05 | |
Berkshire Hathaway (BRK.B) | 0.2 | $3.4M | 16k | 214.24 | |
Facebook Inc cl a (META) | 0.2 | $3.3M | 20k | 164.43 | |
Eversource Energy (ES) | 0.2 | $3.4M | 55k | 61.43 | |
Bp Midstream Partners Lp Ltd P ml | 0.2 | $3.4M | 184k | 18.80 | |
Intel Corporation (INTC) | 0.2 | $3.1M | 65k | 47.30 | |
SPDR Gold Trust (GLD) | 0.2 | $3.1M | 27k | 112.76 | |
iShares S&P SmallCap 600 Index (IJR) | 0.2 | $3.1M | 36k | 87.61 | |
Invesco Ftse Rafi Dev etf - e (PXF) | 0.2 | $3.0M | 69k | 43.28 | |
W.R. Grace & Co. | 0.2 | $2.8M | 39k | 71.47 | |
Federal Realty Inv. Trust | 0.2 | $2.7M | 21k | 127.50 | |
Xcel Energy (XEL) | 0.1 | $2.5M | 53k | 47.23 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $2.5M | 47k | 52.31 | |
MasterCard Incorporated (MA) | 0.1 | $2.4M | 11k | 222.52 | |
Pfizer (PFE) | 0.1 | $2.4M | 55k | 44.09 | |
Amgen (AMGN) | 0.1 | $2.3M | 11k | 207.34 | |
Vanguard Extended Market ETF (VXF) | 0.1 | $2.5M | 20k | 122.90 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $2.4M | 35k | 69.54 | |
NiSource (NI) | 0.1 | $2.2M | 89k | 24.91 | |
United Technologies Corporation | 0.1 | $2.1M | 15k | 139.76 | |
TransMontaigne Partners | 0.1 | $2.2M | 56k | 38.52 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $2.2M | 5.9k | 368.54 | |
Vanguard Value ETF (VTV) | 0.1 | $2.3M | 20k | 111.36 | |
Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.1 | $2.1M | 155.00 | 13780.65 | |
SPDR Barclays Capital High Yield B | 0.1 | $2.1M | 60k | 36.06 | |
American Tower Reit (AMT) | 0.1 | $2.1M | 15k | 146.01 | |
Valero Energy Partners | 0.1 | $2.2M | 57k | 37.87 | |
Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) | 0.1 | $2.1M | 15k | 142.33 | |
CMS Energy Corporation (CMS) | 0.1 | $1.9M | 40k | 49.02 | |
BlackRock (BLK) | 0.1 | $2.0M | 4.2k | 471.28 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $2.1M | 51k | 41.42 | |
Doubleline Income Solutions (DSL) | 0.1 | $2.1M | 102k | 20.21 | |
Wec Energy Group (WEC) | 0.1 | $2.1M | 31k | 66.75 | |
Chevron Corporation (CVX) | 0.1 | $1.8M | 15k | 122.11 | |
Pepsi (PEP) | 0.1 | $1.8M | 16k | 111.80 | |
EOG Resources (EOG) | 0.1 | $1.9M | 15k | 127.55 | |
Western Gas Partners | 0.1 | $1.9M | 42k | 43.67 | |
Alliant Energy Corporation (LNT) | 0.1 | $1.8M | 43k | 42.55 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $1.9M | 8.5k | 221.74 | |
Ishares Inc core msci emkt (IEMG) | 0.1 | $1.8M | 36k | 51.79 | |
WESTERN GAS EQUITY Partners | 0.1 | $1.8M | 60k | 29.94 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $1.7M | 41k | 42.94 | |
Costco Wholesale Corporation (COST) | 0.1 | $1.7M | 7.1k | 234.39 | |
Home Depot (HD) | 0.1 | $1.7M | 8.2k | 206.96 | |
Honeywell International (HON) | 0.1 | $1.7M | 10k | 166.55 | |
Philip Morris International (PM) | 0.1 | $1.6M | 20k | 82.71 | |
salesforce (CRM) | 0.1 | $1.6M | 10k | 158.96 | |
New Jersey Resources Corporation (NJR) | 0.1 | $1.7M | 36k | 46.45 | |
American Water Works (AWK) | 0.1 | $1.7M | 20k | 87.98 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $1.6M | 25k | 64.08 | |
American Express Company (AXP) | 0.1 | $1.5M | 14k | 106.37 | |
Raytheon Company | 0.1 | $1.5M | 7.1k | 206.94 | |
Ida (IDA) | 0.1 | $1.5M | 15k | 99.27 | |
iShares Russell 2000 Growth Index (IWO) | 0.1 | $1.5M | 6.8k | 215.66 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $1.5M | 9.1k | 165.08 | |
Tableau Software Inc Cl A | 0.1 | $1.6M | 14k | 111.75 | |
Goldman Sachs (GS) | 0.1 | $1.4M | 6.1k | 224.20 | |
FedEx Corporation (FDX) | 0.1 | $1.4M | 5.7k | 241.39 | |
Abbott Laboratories (ABT) | 0.1 | $1.3M | 18k | 73.38 | |
3M Company (MMM) | 0.1 | $1.4M | 6.5k | 211.04 | |
At&t (T) | 0.1 | $1.4M | 42k | 33.54 | |
Boeing Company (BA) | 0.1 | $1.4M | 3.7k | 372.22 | |
Berkshire Hathaway (BRK.A) | 0.1 | $1.3M | 4.00 | 320000.00 | |
ConocoPhillips (COP) | 0.1 | $1.3M | 17k | 77.45 | |
Visa (V) | 0.1 | $1.4M | 9.4k | 150.14 | |
Vanguard Growth ETF (VUG) | 0.1 | $1.4M | 8.7k | 161.32 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $1.4M | 8.8k | 163.18 | |
Citigroup (C) | 0.1 | $1.3M | 18k | 71.79 | |
Bristol Myers Squibb (BMY) | 0.1 | $1.2M | 19k | 62.03 | |
Verizon Communications (VZ) | 0.1 | $1.3M | 24k | 53.45 | |
Altria (MO) | 0.1 | $1.2M | 20k | 60.96 | |
Gilead Sciences (GILD) | 0.1 | $1.2M | 15k | 77.20 | |
Aqua America | 0.1 | $1.2M | 32k | 36.92 | |
Abbvie (ABBV) | 0.1 | $1.2M | 12k | 94.45 | |
Barclays Bk Plc Ipath S&p Mlp indx | 0.1 | $1.3M | 69k | 18.25 | |
Alibaba Group Holding (BABA) | 0.1 | $1.3M | 7.7k | 164.54 | |
Dominion Mid Stream | 0.1 | $1.2M | 70k | 17.89 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $1.2M | 11k | 106.79 | |
Ecolab (ECL) | 0.1 | $1.1M | 7.0k | 157.22 | |
McDonald's Corporation (MCD) | 0.1 | $954k | 5.7k | 167.02 | |
DaVita (DVA) | 0.1 | $1.0M | 14k | 71.63 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $1.1M | 13k | 82.90 | |
Procter & Gamble Company (PG) | 0.1 | $1.1M | 13k | 83.03 | |
Starbucks Corporation (SBUX) | 0.1 | $1.0M | 18k | 56.92 | |
Atmos Energy Corporation (ATO) | 0.1 | $1.1M | 12k | 93.96 | |
Chesapeake Utilities Corporation (CPK) | 0.1 | $947k | 11k | 84.32 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $962k | 7.1k | 135.93 | |
Vanguard Information Technology ETF (VGT) | 0.1 | $986k | 4.9k | 202.55 | |
iShares Morningstar Large Core Idx (ILCB) | 0.1 | $999k | 5.9k | 168.84 | |
Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.1 | $1.1M | 90k | 12.03 | |
Phillips 66 (PSX) | 0.1 | $1.0M | 9.3k | 112.44 | |
Paypal Holdings (PYPL) | 0.1 | $981k | 11k | 87.89 | |
Square Inc cl a (SQ) | 0.1 | $990k | 10k | 99.00 | |
Gcp Applied Technologies | 0.1 | $1.0M | 39k | 26.55 | |
National Grid (NGG) | 0.1 | $965k | 19k | 51.87 | |
Invesco Ftse Rafi Emerging Markets Etf etf (PXH) | 0.1 | $1.1M | 52k | 21.15 | |
Coca-Cola Company (KO) | 0.1 | $926k | 20k | 46.51 | |
Automatic Data Processing (ADP) | 0.1 | $907k | 6.0k | 151.24 | |
CVS Caremark Corporation (CVS) | 0.1 | $863k | 11k | 78.67 | |
Merck & Co (MRK) | 0.1 | $882k | 12k | 71.40 | |
Schlumberger (SLB) | 0.1 | $827k | 14k | 61.40 | |
Renasant (RNST) | 0.1 | $780k | 19k | 41.23 | |
Celgene Corporation | 0.1 | $785k | 8.8k | 89.61 | |
Church & Dwight (CHD) | 0.1 | $867k | 15k | 59.38 | |
WSFS Financial Corporation (WSFS) | 0.1 | $762k | 16k | 47.12 | |
Vanguard Pacific ETF (VPL) | 0.1 | $803k | 11k | 71.35 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.1 | $819k | 25k | 33.00 | |
Ralph Lauren Corp (RL) | 0.1 | $796k | 5.8k | 138.12 | |
Duke Energy (DUK) | 0.1 | $925k | 12k | 80.00 | |
Ishares Inc msci world idx (URTH) | 0.1 | $843k | 9.2k | 91.78 | |
Zoetis Inc Cl A (ZTS) | 0.1 | $916k | 10k | 91.60 | |
Fibrogen (FGEN) | 0.1 | $913k | 15k | 60.77 | |
International Game Technology (IGT) | 0.1 | $833k | 42k | 19.74 | |
Invesco Exchange Traded Fd T s&p500 pur val (RPV) | 0.1 | $898k | 13k | 68.66 | |
Comcast Corporation (CMCSA) | 0.0 | $707k | 20k | 35.29 | |
Bank of America Corporation (BAC) | 0.0 | $650k | 22k | 29.50 | |
Devon Energy Corporation (DVN) | 0.0 | $719k | 18k | 39.94 | |
Consolidated Edison (ED) | 0.0 | $678k | 8.9k | 76.18 | |
General Electric Company | 0.0 | $743k | 65k | 11.38 | |
Union Pacific Corporation (UNP) | 0.0 | $757k | 4.7k | 162.80 | |
Wells Fargo & Company (WFC) | 0.0 | $735k | 14k | 52.69 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $672k | 2.5k | 270.31 | |
Electronic Arts (EA) | 0.0 | $736k | 6.1k | 120.54 | |
Nike (NKE) | 0.0 | $735k | 8.7k | 84.80 | |
Estee Lauder Companies (EL) | 0.0 | $593k | 4.1k | 145.27 | |
Kansas City Southern | 0.0 | $716k | 6.3k | 113.65 | |
iShares Russell 2000 Value Index (IWN) | 0.0 | $598k | 4.5k | 133.87 | |
Ishares Tr zealand invst (ENZL) | 0.0 | $645k | 13k | 48.62 | |
Air Lease Corp (AL) | 0.0 | $598k | 13k | 46.03 | |
Mondelez Int (MDLZ) | 0.0 | $678k | 16k | 43.18 | |
Sch Fnd Intl Lg Etf (FNDF) | 0.0 | $610k | 20k | 29.99 | |
Janus Henderson Group Plc Ord (JHG) | 0.0 | $644k | 24k | 26.94 | |
Blue Apron Hldgs Inc cl a | 0.0 | $593k | 345k | 1.72 | |
Delphi Automotive Inc international (APTV) | 0.0 | $629k | 7.5k | 83.87 | |
BP (BP) | 0.0 | $497k | 11k | 46.13 | |
Corning Incorporated (GLW) | 0.0 | $585k | 17k | 35.35 | |
U.S. Bancorp (USB) | 0.0 | $469k | 8.8k | 53.20 | |
Carnival Corporation (CCL) | 0.0 | $567k | 8.9k | 63.73 | |
Morgan Stanley (MS) | 0.0 | $586k | 13k | 46.58 | |
SVB Financial (SIVBQ) | 0.0 | $559k | 1.8k | 310.56 | |
Colgate-Palmolive Company (CL) | 0.0 | $547k | 8.2k | 66.99 | |
International Business Machines (IBM) | 0.0 | $503k | 3.3k | 150.87 | |
Royal Dutch Shell | 0.0 | $504k | 7.4k | 68.21 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $465k | 6.0k | 77.92 | |
Cogent Communications (CCOI) | 0.0 | $587k | 11k | 55.81 | |
Concho Resources | 0.0 | $508k | 3.3k | 152.78 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $576k | 5.2k | 111.09 | |
Industries N shs - a - (LYB) | 0.0 | $513k | 5.0k | 102.60 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $586k | 5.3k | 110.40 | |
iShares Barclays Agency Bond Fund (AGZ) | 0.0 | $538k | 4.8k | 110.97 | |
iShares Dow Jones US Technology (IYW) | 0.0 | $461k | 2.4k | 194.11 | |
iShares Morningstar Mid Core Index (IMCB) | 0.0 | $427k | 2.2k | 192.43 | |
Ishares Tr fltg rate nt (FLOT) | 0.0 | $473k | 9.3k | 51.02 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.0 | $530k | 8.8k | 60.36 | |
Union Bankshares Corporation | 0.0 | $477k | 12k | 38.51 | |
Corenergy Infrastructure Tr (CORR) | 0.0 | $483k | 13k | 37.62 | |
Willis Towers Watson (WTW) | 0.0 | $479k | 3.4k | 141.55 | |
Atlantic Cap Bancshares | 0.0 | $584k | 35k | 16.75 | |
Apollo Medical Hldgs (AMEH) | 0.0 | $430k | 20k | 22.05 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $476k | 2.6k | 185.86 | |
SEI Investments Company (SEIC) | 0.0 | $287k | 4.7k | 61.01 | |
Canadian Natl Ry (CNI) | 0.0 | $286k | 3.2k | 89.66 | |
CSX Corporation (CSX) | 0.0 | $369k | 5.0k | 74.11 | |
Eli Lilly & Co. (LLY) | 0.0 | $275k | 2.6k | 107.30 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $288k | 713.00 | 403.93 | |
AFLAC Incorporated (AFL) | 0.0 | $379k | 8.0k | 47.15 | |
Ross Stores (ROST) | 0.0 | $278k | 2.8k | 99.25 | |
International Flavors & Fragrances (IFF) | 0.0 | $418k | 3.0k | 139.33 | |
Thermo Fisher Scientific (TMO) | 0.0 | $375k | 1.5k | 244.14 | |
Air Products & Chemicals (APD) | 0.0 | $295k | 1.8k | 168.19 | |
Allstate Corporation (ALL) | 0.0 | $309k | 3.1k | 99.04 | |
Weyerhaeuser Company (WY) | 0.0 | $266k | 8.2k | 32.33 | |
Torchmark Corporation | 0.0 | $351k | 4.1k | 86.67 | |
Biogen Idec (BIIB) | 0.0 | $300k | 848.00 | 353.77 | |
Henry Schein (HSIC) | 0.0 | $255k | 3.0k | 85.00 | |
Southern Company (SO) | 0.0 | $293k | 6.7k | 43.61 | |
Novo Nordisk A/S (NVO) | 0.0 | $267k | 5.7k | 47.16 | |
Wynn Resorts (WYNN) | 0.0 | $255k | 2.0k | 126.87 | |
Industrial SPDR (XLI) | 0.0 | $308k | 3.9k | 78.27 | |
Enbridge (ENB) | 0.0 | $334k | 10k | 32.19 | |
MetLife (MET) | 0.0 | $330k | 7.1k | 46.56 | |
Wabtec Corporation (WAB) | 0.0 | $315k | 3.0k | 105.00 | |
SPDR KBW Regional Banking (KRE) | 0.0 | $297k | 5.0k | 59.40 | |
Liberty Property Trust | 0.0 | $349k | 8.2k | 42.70 | |
Financial Select Sector SPDR (XLF) | 0.0 | $364k | 13k | 27.50 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $257k | 971.00 | 264.68 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $271k | 2.7k | 100.67 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $348k | 2.9k | 119.88 | |
Vanguard Utilities ETF (VPU) | 0.0 | $313k | 2.7k | 118.11 | |
Ubs Ag Jersey Brh Alerian Infrst | 0.0 | $275k | 11k | 24.07 | |
Pembina Pipeline Corp (PBA) | 0.0 | $328k | 9.6k | 34.20 | |
AtriCure (ATRC) | 0.0 | $254k | 7.3k | 34.97 | |
Infrareit | 0.0 | $306k | 14k | 21.21 | |
Kraft Heinz (KHC) | 0.0 | $339k | 6.2k | 55.07 | |
Chemours (CC) | 0.0 | $319k | 8.1k | 39.40 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $260k | 798.00 | 325.81 | |
Cme (CME) | 0.0 | $222k | 1.3k | 169.85 | |
Charles Schwab Corporation (SCHW) | 0.0 | $226k | 4.6k | 49.18 | |
Caterpillar (CAT) | 0.0 | $219k | 1.4k | 151.87 | |
Edwards Lifesciences (EW) | 0.0 | $237k | 1.4k | 174.26 | |
PPG Industries (PPG) | 0.0 | $218k | 2.0k | 109.00 | |
Unilever | 0.0 | $228k | 4.1k | 55.53 | |
UnitedHealth (UNH) | 0.0 | $229k | 860.00 | 266.28 | |
Qualcomm (QCOM) | 0.0 | $219k | 3.0k | 72.11 | |
TJX Companies (TJX) | 0.0 | $213k | 1.9k | 112.11 | |
Sempra Energy (SRE) | 0.0 | $205k | 1.8k | 114.02 | |
iShares Gold Trust | 0.0 | $114k | 10k | 11.40 | |
Technology SPDR (XLK) | 0.0 | $239k | 3.2k | 75.35 | |
Materials SPDR (XLB) | 0.0 | $237k | 4.1k | 58.23 | |
Alerian Mlp Etf | 0.0 | $230k | 22k | 10.67 | |
Gabelli Equity Trust (GAB) | 0.0 | $87k | 13k | 6.51 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.0 | $235k | 3.3k | 70.70 | |
iShares MSCI EAFE Growth Index (EFG) | 0.0 | $205k | 2.6k | 80.11 | |
iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.0 | $217k | 1.0k | 217.00 | |
Aberdeen Chile Fund (AEF) | 0.0 | $95k | 14k | 6.85 | |
iShares S&P Growth Allocation Fund (AOR) | 0.0 | $238k | 5.3k | 45.13 | |
Sanchez Energy Corp C ommon stocks | 0.0 | $160k | 70k | 2.30 | |
Brixmor Prty (BRX) | 0.0 | $193k | 11k | 17.50 | |
Medtronic (MDT) | 0.0 | $221k | 2.2k | 98.57 | |
Liberty Media Corp Delaware Com C Siriusxm | 0.0 | $244k | 5.6k | 43.52 | |
Azurrx Biopharma | 0.0 | $154k | 60k | 2.57 | |
Andeavor | 0.0 | $230k | 1.5k | 153.33 | |
Ameri Hldgs | 0.0 | $245k | 189k | 1.30 | |
Broadcom (AVGO) | 0.0 | $224k | 909.00 | 246.42 | |
Invesco Exchng Traded Fd Tr fndmntl hy crp (PHB) | 0.0 | $234k | 13k | 18.61 | |
Prospect Capital Corporation (PSEC) | 0.0 | $81k | 11k | 7.36 | |
Pacific Biosciences of California (PACB) | 0.0 | $63k | 12k | 5.38 | |
Xg Technology | 0.0 | $11k | 27k | 0.41 | |
Fusion Telecommunications Intl | 0.0 | $67k | 26k | 2.58 |