Verdence Capital Advisors as of June 30, 2018
Portfolio Holdings for Verdence Capital Advisors
Verdence Capital Advisors holds 293 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 |
|---|---|---|---|---|---|
| Ishares Tr fltg rate nt (FLOT) | 4.1 | $17M | 332k | 51.00 | |
| Pfizer (PFE) | 2.6 | $11M | 293k | 36.28 | |
| Cisco Systems (CSCO) | 2.4 | $10M | 232k | 43.03 | |
| Johnson & Johnson (JNJ) | 2.2 | $9.0M | 74k | 121.34 | |
| Microsoft Corporation (MSFT) | 2.1 | $8.8M | 90k | 98.61 | |
| Exxon Mobil Corporation (XOM) | 2.1 | $8.5M | 103k | 82.73 | |
| FedEx Corporation (FDX) | 2.0 | $8.4M | 37k | 227.07 | |
| Verizon Communications (VZ) | 2.0 | $8.2M | 164k | 50.31 | |
| T. Rowe Price (TROW) | 1.9 | $7.8M | 67k | 116.09 | |
| Oracle Corporation (ORCL) | 1.9 | $7.7M | 176k | 44.06 | |
| MetLife (MET) | 1.8 | $7.6M | 174k | 43.60 | |
| Qualcomm (QCOM) | 1.7 | $7.2M | 128k | 56.12 | |
| Procter & Gamble Company (PG) | 1.7 | $7.0M | 89k | 78.06 | |
| Intel Corporation (INTC) | 1.6 | $6.7M | 134k | 49.71 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $6.6M | 63k | 104.20 | |
| Apple (AAPL) | 1.6 | $6.5M | 35k | 185.11 | |
| Chevron Corporation (CVX) | 1.5 | $6.0M | 48k | 126.43 | |
| Royal Dutch Shell | 1.4 | $5.7M | 82k | 69.22 | |
| Medtronic (MDT) | 1.4 | $5.6M | 66k | 85.61 | |
| International Business Machines (IBM) | 1.3 | $5.3M | 38k | 139.70 | |
| Honeywell International (HON) | 1.3 | $5.2M | 36k | 144.06 | |
| Halliburton Company (HAL) | 1.2 | $5.1M | 113k | 45.06 | |
| Alphabet Inc Class A cs (GOOGL) | 1.2 | $4.8M | 4.3k | 1129.30 | |
| Patterson-UTI Energy (PTEN) | 1.0 | $4.1M | 228k | 18.00 | |
| Citigroup (C) | 1.0 | $4.0M | 59k | 66.92 | |
| Mcdermott International Inc mcdermott intl | 0.9 | $3.7M | 191k | 19.65 | |
| Beneficial Ban | 0.9 | $3.6M | 225k | 16.20 | |
| Spdr S&p 500 Etf (SPY) | 0.9 | $3.6M | 13k | 271.26 | |
| Caterpillar (CAT) | 0.8 | $3.4M | 25k | 135.66 | |
| Bank of America Corporation (BAC) | 0.8 | $3.3M | 116k | 28.19 | |
| Capital One Financial (COF) | 0.8 | $3.2M | 35k | 91.90 | |
| At&t (T) | 0.8 | $3.1M | 98k | 32.11 | |
| Chubb (CB) | 0.8 | $3.1M | 25k | 127.03 | |
| U.S. Bancorp (USB) | 0.8 | $3.1M | 62k | 50.01 | |
| Altria (MO) | 0.8 | $3.1M | 55k | 56.79 | |
| Taiwan Semiconductor Mfg (TSM) | 0.7 | $3.0M | 82k | 36.56 | |
| Magna Intl Inc cl a (MGA) | 0.7 | $3.0M | 52k | 58.13 | |
| American Express Company (AXP) | 0.7 | $2.9M | 30k | 97.99 | |
| Belden (BDC) | 0.7 | $2.9M | 48k | 61.11 | |
| Reliance Steel & Aluminum (RS) | 0.7 | $2.9M | 33k | 87.53 | |
| Accenture (ACN) | 0.7 | $2.8M | 17k | 163.56 | |
| Celgene Corporation | 0.7 | $2.8M | 36k | 79.42 | |
| State Street Corporation (STT) | 0.7 | $2.8M | 30k | 93.10 | |
| Philip Morris International (PM) | 0.7 | $2.7M | 34k | 80.74 | |
| Total (TTE) | 0.7 | $2.7M | 45k | 60.56 | |
| Coca-Cola Company (KO) | 0.7 | $2.7M | 61k | 43.87 | |
| Alibaba Group Holding (BABA) | 0.7 | $2.7M | 15k | 185.54 | |
| BB&T Corporation | 0.6 | $2.6M | 51k | 50.45 | |
| Twenty-first Century Fox | 0.6 | $2.4M | 48k | 49.69 | |
| Ford Motor Company (F) | 0.6 | $2.4M | 212k | 11.07 | |
| GlaxoSmithKline | 0.6 | $2.3M | 57k | 40.31 | |
| Summit Financial | 0.6 | $2.3M | 86k | 26.83 | |
| Everest Re Group (EG) | 0.5 | $2.2M | 9.6k | 230.48 | |
| Abbvie (ABBV) | 0.5 | $2.1M | 23k | 92.67 | |
| United Parcel Service (UPS) | 0.5 | $2.0M | 19k | 106.25 | |
| BP (BP) | 0.5 | $2.0M | 43k | 45.66 | |
| Assured Guaranty (AGO) | 0.5 | $1.8M | 52k | 35.72 | |
| Walker & Dunlop (WD) | 0.5 | $1.9M | 34k | 55.65 | |
| Occidental Petroleum Corporation (OXY) | 0.4 | $1.8M | 22k | 83.67 | |
| McCormick & Company, Incorporated (MKC) | 0.4 | $1.8M | 16k | 116.09 | |
| Vanguard Growth ETF (VUG) | 0.4 | $1.8M | 12k | 149.79 | |
| Tcg Bdc (CGBD) | 0.4 | $1.7M | 102k | 17.02 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.4 | $1.7M | 27k | 63.36 | |
| Spirit AeroSystems Holdings (SPR) | 0.4 | $1.6M | 18k | 85.89 | |
| Crown Castle Intl (CCI) | 0.4 | $1.5M | 14k | 107.85 | |
| Duke Energy (DUK) | 0.4 | $1.5M | 19k | 79.10 | |
| Dominion Resources (D) | 0.3 | $1.4M | 21k | 68.19 | |
| Stanley Black & Decker (SWK) | 0.3 | $1.4M | 11k | 132.86 | |
| Pepsi (PEP) | 0.3 | $1.5M | 13k | 108.84 | |
| iShares Dow Jones Select Dividend (DVY) | 0.3 | $1.4M | 15k | 97.76 | |
| Vodafone Group New Adr F (VOD) | 0.3 | $1.4M | 57k | 24.31 | |
| Affiliated Managers (AMG) | 0.3 | $1.3M | 9.0k | 148.65 | |
| ConocoPhillips (COP) | 0.3 | $1.3M | 19k | 69.62 | |
| Bce (BCE) | 0.3 | $1.3M | 33k | 40.50 | |
| Amazon (AMZN) | 0.3 | $1.3M | 777.00 | 1700.13 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $1.3M | 6.9k | 186.59 | |
| Fluor Corporation (FLR) | 0.3 | $1.3M | 26k | 48.76 | |
| Fifth Third Ban (FITB) | 0.3 | $1.3M | 45k | 28.69 | |
| Kohl's Corporation (KSS) | 0.3 | $1.2M | 17k | 72.91 | |
| Boeing Company (BA) | 0.3 | $1.2M | 3.7k | 335.41 | |
| Valero Energy Corporation (VLO) | 0.3 | $1.2M | 11k | 110.87 | |
| British American Tobac (BTI) | 0.3 | $1.2M | 24k | 50.45 | |
| National Grid (NGG) | 0.3 | $1.2M | 22k | 55.86 | |
| Dowdupont | 0.3 | $1.2M | 18k | 65.94 | |
| McDonald's Corporation (MCD) | 0.3 | $1.2M | 7.5k | 156.62 | |
| AstraZeneca (AZN) | 0.3 | $1.1M | 32k | 35.12 | |
| Seagate Technology Com Stk | 0.3 | $1.1M | 20k | 56.45 | |
| Public Storage (PSA) | 0.3 | $1.1M | 4.9k | 226.84 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.3 | $1.1M | 17k | 66.95 | |
| Prudential Public Limited Company (PUK) | 0.3 | $1.1M | 24k | 45.69 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $1.1M | 10k | 105.35 | |
| Sap (SAP) | 0.3 | $1.1M | 9.4k | 115.63 | |
| Southern Company (SO) | 0.2 | $1.0M | 22k | 46.32 | |
| Howard Ban | 0.2 | $1.0M | 58k | 18.01 | |
| Ameriprise Financial (AMP) | 0.2 | $992k | 7.1k | 139.94 | |
| General Mills (GIS) | 0.2 | $967k | 22k | 44.27 | |
| Cibc Cad (CM) | 0.2 | $988k | 11k | 86.91 | |
| Technology SPDR (XLK) | 0.2 | $979k | 14k | 69.47 | |
| Tronox | 0.2 | $983k | 50k | 19.68 | |
| Danaher Corporation (DHR) | 0.2 | $933k | 9.5k | 98.67 | |
| BHP Billiton (BHP) | 0.2 | $932k | 19k | 49.99 | |
| Zix Corporation | 0.2 | $947k | 176k | 5.39 | |
| iShares S&P MidCap 400 Index (IJH) | 0.2 | $964k | 4.9k | 194.79 | |
| Vanguard Value ETF (VTV) | 0.2 | $958k | 9.2k | 103.85 | |
| SYSCO Corporation (SYY) | 0.2 | $905k | 13k | 68.30 | |
| Novartis (NVS) | 0.2 | $903k | 12k | 75.51 | |
| PPL Corporation (PPL) | 0.2 | $889k | 31k | 28.56 | |
| Banco Santander (SAN) | 0.2 | $890k | 167k | 5.34 | |
| KEYW Holding | 0.2 | $885k | 101k | 8.74 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $906k | 13k | 70.18 | |
| Express Scripts Holding | 0.2 | $898k | 12k | 77.23 | |
| Facebook Inc cl a (META) | 0.2 | $908k | 4.7k | 194.22 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $874k | 20k | 43.31 | |
| Walt Disney Company (DIS) | 0.2 | $879k | 8.4k | 104.83 | |
| Shire | 0.2 | $872k | 5.2k | 168.89 | |
| Anheuser-Busch InBev NV (BUD) | 0.2 | $872k | 8.7k | 100.73 | |
| Industries N shs - a - (LYB) | 0.2 | $853k | 7.8k | 109.91 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $876k | 785.00 | 1115.92 | |
| Ventas (VTR) | 0.2 | $841k | 15k | 56.98 | |
| Suncor Energy (SU) | 0.2 | $812k | 20k | 40.70 | |
| Invesco Exchng Traded Fd Tr intl buyback (IPKW) | 0.2 | $826k | 23k | 35.97 | |
| Corning Incorporated (GLW) | 0.2 | $800k | 29k | 27.51 | |
| Cummins (CMI) | 0.2 | $790k | 5.9k | 132.95 | |
| Regions Financial Corporation (RF) | 0.2 | $761k | 43k | 17.78 | |
| Sanofi-Aventis SA (SNY) | 0.2 | $791k | 20k | 39.99 | |
| Public Service Enterprise (PEG) | 0.2 | $787k | 15k | 54.15 | |
| Welltower Inc Com reit (WELL) | 0.2 | $780k | 12k | 62.73 | |
| Western Union Company (WU) | 0.2 | $748k | 37k | 20.32 | |
| Biogen Idec (BIIB) | 0.2 | $748k | 2.6k | 290.15 | |
| iShares Russell 2000 Index (IWM) | 0.2 | $731k | 4.5k | 163.86 | |
| Realty Income (O) | 0.2 | $753k | 14k | 53.75 | |
| Aon | 0.2 | $730k | 5.3k | 137.17 | |
| Abbott Laboratories (ABT) | 0.2 | $719k | 12k | 61.00 | |
| CenturyLink | 0.2 | $706k | 38k | 18.64 | |
| Target Corporation (TGT) | 0.2 | $689k | 9.0k | 76.16 | |
| Unilever (UL) | 0.2 | $695k | 13k | 55.25 | |
| Sumitomo Mitsui Financial Grp (SMFG) | 0.2 | $696k | 90k | 7.77 | |
| Relx (RELX) | 0.2 | $689k | 32k | 21.74 | |
| Kraft Heinz (KHC) | 0.2 | $701k | 11k | 62.78 | |
| Hartford Financial Services (HIG) | 0.2 | $668k | 13k | 51.16 | |
| Home Depot (HD) | 0.2 | $641k | 3.3k | 195.13 | |
| Seattle Genetics | 0.2 | $664k | 10k | 66.40 | |
| 3M Company (MMM) | 0.2 | $652k | 3.3k | 196.80 | |
| Automatic Data Processing (ADP) | 0.2 | $647k | 4.8k | 134.23 | |
| United Technologies Corporation | 0.2 | $666k | 5.3k | 124.98 | |
| American Electric Power Company (AEP) | 0.2 | $677k | 9.8k | 69.22 | |
| United Bankshares (UBSI) | 0.2 | $671k | 18k | 36.39 | |
| Comcast Corporation (CMCSA) | 0.1 | $625k | 19k | 32.78 | |
| Emerson Electric (EMR) | 0.1 | $618k | 8.9k | 69.10 | |
| Merck & Co (MRK) | 0.1 | $634k | 10k | 60.68 | |
| ConAgra Foods (CAG) | 0.1 | $635k | 18k | 35.73 | |
| DSW | 0.1 | $636k | 25k | 25.82 | |
| Voya Financial (VOYA) | 0.1 | $616k | 13k | 47.01 | |
| MasterCard Incorporated (MA) | 0.1 | $570k | 2.9k | 196.48 | |
| Canadian Natl Ry (CNI) | 0.1 | $566k | 6.9k | 81.77 | |
| Norfolk Southern (NSC) | 0.1 | $582k | 3.9k | 150.78 | |
| UnitedHealth (UNH) | 0.1 | $581k | 2.4k | 245.56 | |
| Lowe's Companies (LOW) | 0.1 | $571k | 6.0k | 95.63 | |
| Lannett Company | 0.1 | $591k | 44k | 13.60 | |
| Paypal Holdings (PYPL) | 0.1 | $590k | 7.1k | 83.27 | |
| Ryanair Holdings (RYAAY) | 0.1 | $579k | 5.1k | 114.22 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.1 | $536k | 8.1k | 65.99 | |
| Bristol Myers Squibb (BMY) | 0.1 | $539k | 9.7k | 55.30 | |
| CVS Caremark Corporation (CVS) | 0.1 | $524k | 8.1k | 64.36 | |
| General Electric Company | 0.1 | $480k | 35k | 13.60 | |
| Paychex (PAYX) | 0.1 | $507k | 7.4k | 68.37 | |
| Best Buy (BBY) | 0.1 | $492k | 6.6k | 74.65 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $479k | 1.6k | 295.50 | |
| TJX Companies (TJX) | 0.1 | $509k | 5.3k | 95.23 | |
| Brookfield Infrastructure Part (BIP) | 0.1 | $481k | 13k | 38.40 | |
| Visa (V) | 0.1 | $502k | 3.8k | 132.45 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.1 | $498k | 4.9k | 102.57 | |
| Sealed Air (SEE) | 0.1 | $458k | 11k | 42.42 | |
| Wells Fargo & Company (WFC) | 0.1 | $450k | 8.1k | 55.41 | |
| Western Digital (WDC) | 0.1 | $448k | 5.8k | 77.44 | |
| Becton, Dickinson and (BDX) | 0.1 | $457k | 1.9k | 239.39 | |
| Sinclair Broadcast | 0.1 | $434k | 14k | 32.15 | |
| Celanese Corporation (CE) | 0.1 | $448k | 4.0k | 111.06 | |
| Ishares Inc core msci emkt (IEMG) | 0.1 | $434k | 8.3k | 52.50 | |
| Doubleline Total Etf etf (TOTL) | 0.1 | $438k | 9.2k | 47.50 | |
| PNC Financial Services (PNC) | 0.1 | $411k | 3.0k | 135.15 | |
| Citrix Systems | 0.1 | $417k | 4.0k | 104.77 | |
| Nucor Corporation (NUE) | 0.1 | $391k | 6.3k | 62.49 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $431k | 1.8k | 244.05 | |
| Air Products & Chemicals (APD) | 0.1 | $405k | 2.6k | 155.89 | |
| Anadarko Petroleum Corporation | 0.1 | $405k | 5.5k | 73.25 | |
| Nextera Energy (NEE) | 0.1 | $413k | 2.5k | 167.21 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $419k | 3.8k | 110.15 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $426k | 5.1k | 83.53 | |
| Phillips 66 (PSX) | 0.1 | $406k | 3.6k | 112.43 | |
| BlackRock | 0.1 | $385k | 771.00 | 499.35 | |
| Eli Lilly & Co. (LLY) | 0.1 | $356k | 4.2k | 85.43 | |
| Sony Corporation (SONY) | 0.1 | $382k | 7.4k | 51.30 | |
| Morgan Stanley (MS) | 0.1 | $384k | 8.1k | 47.34 | |
| Schlumberger (SLB) | 0.1 | $355k | 5.3k | 67.08 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $376k | 3.7k | 101.48 | |
| Ensco Plc Shs Class A | 0.1 | $364k | 50k | 7.27 | |
| Ally Financial (ALLY) | 0.1 | $361k | 14k | 26.28 | |
| Equinor Asa (EQNR) | 0.1 | $358k | 14k | 26.41 | |
| Costco Wholesale Corporation (COST) | 0.1 | $316k | 1.5k | 209.27 | |
| W.W. Grainger (GWW) | 0.1 | $309k | 1.0k | 308.08 | |
| International Paper Company (IP) | 0.1 | $319k | 6.1k | 52.07 | |
| McKesson Corporation (MCK) | 0.1 | $333k | 2.5k | 133.36 | |
| Amgen (AMGN) | 0.1 | $344k | 1.9k | 184.65 | |
| Murphy Oil Corporation (MUR) | 0.1 | $323k | 9.6k | 33.80 | |
| Marriott International (MAR) | 0.1 | $310k | 2.4k | 126.79 | |
| SPDR Gold Trust (GLD) | 0.1 | $336k | 2.8k | 118.48 | |
| Intuit (INTU) | 0.1 | $324k | 1.6k | 204.29 | |
| Abb (ABBNY) | 0.1 | $328k | 15k | 21.75 | |
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $335k | 2.4k | 140.58 | |
| Motorola Solutions (MSI) | 0.1 | $320k | 2.7k | 116.45 | |
| Ishares Tr aaa a rated cp (QLTA) | 0.1 | $328k | 6.5k | 50.46 | |
| American Airls (AAL) | 0.1 | $317k | 8.4k | 37.92 | |
| Nutrien (NTR) | 0.1 | $317k | 5.8k | 54.38 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $281k | 5.5k | 51.06 | |
| Wal-Mart Stores (WMT) | 0.1 | $288k | 3.4k | 85.71 | |
| Health Care SPDR (XLV) | 0.1 | $286k | 3.4k | 83.41 | |
| Aetna | 0.1 | $308k | 1.7k | 183.77 | |
| Yum! Brands (YUM) | 0.1 | $292k | 3.7k | 78.20 | |
| Weyerhaeuser Company (WY) | 0.1 | $303k | 8.3k | 36.42 | |
| Starbucks Corporation (SBUX) | 0.1 | $287k | 5.9k | 48.78 | |
| Netflix (NFLX) | 0.1 | $305k | 779.00 | 391.53 | |
| Oneok (OKE) | 0.1 | $272k | 3.9k | 69.89 | |
| ProShares Ultra Russell2000 (UWM) | 0.1 | $280k | 3.5k | 79.68 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $302k | 2.9k | 103.67 | |
| ProShares Ultra MidCap400 (MVV) | 0.1 | $280k | 6.6k | 42.68 | |
| Mondelez Int (MDLZ) | 0.1 | $286k | 7.0k | 40.96 | |
| Sirius Xm Holdings | 0.1 | $268k | 40k | 6.77 | |
| Arista Networks | 0.1 | $280k | 1.1k | 257.59 | |
| Cdk Global Inc equities | 0.1 | $306k | 4.7k | 65.05 | |
| Hp (HPQ) | 0.1 | $270k | 12k | 22.66 | |
| Goldman Sachs (GS) | 0.1 | $252k | 1.1k | 220.28 | |
| Baxter International (BAX) | 0.1 | $244k | 3.3k | 73.83 | |
| Pulte (PHM) | 0.1 | $236k | 8.2k | 28.76 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $262k | 853.00 | 307.15 | |
| Union Pacific Corporation (UNP) | 0.1 | $240k | 1.7k | 141.68 | |
| Colgate-Palmolive Company (CL) | 0.1 | $235k | 3.6k | 64.88 | |
| Deere & Company (DE) | 0.1 | $236k | 1.7k | 139.56 | |
| Msci (MSCI) | 0.1 | $250k | 1.5k | 165.67 | |
| Energy Select Sector SPDR (XLE) | 0.1 | $244k | 3.2k | 75.89 | |
| Astronics Corporation (ATRO) | 0.1 | $236k | 6.6k | 36.02 | |
| Tor Dom Bk Cad (TD) | 0.1 | $231k | 4.0k | 57.75 | |
| EXACT Sciences Corporation (EXAS) | 0.1 | $245k | 4.1k | 59.76 | |
| First Trust DJ Internet Index Fund (FDN) | 0.1 | $231k | 1.7k | 137.83 | |
| Hldgs (UAL) | 0.1 | $235k | 3.4k | 69.88 | |
| Vanguard Pacific ETF (VPL) | 0.1 | $228k | 3.3k | 70.05 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $250k | 2.3k | 110.47 | |
| ACADIA Pharmaceuticals (ACAD) | 0.1 | $230k | 15k | 15.26 | |
| Icon (ICLR) | 0.1 | $227k | 1.7k | 132.36 | |
| Synchrony Financial (SYF) | 0.1 | $252k | 7.5k | 33.41 | |
| Booking Holdings (BKNG) | 0.1 | $227k | 112.00 | 2026.79 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $250k | 1.5k | 171.94 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $218k | 4.0k | 54.04 | |
| Ecolab (ECL) | 0.1 | $211k | 1.5k | 140.48 | |
| AES Corporation (AES) | 0.1 | $214k | 16k | 13.44 | |
| Edwards Lifesciences (EW) | 0.1 | $210k | 1.4k | 145.63 | |
| Mohawk Industries (MHK) | 0.1 | $224k | 1.0k | 213.94 | |
| Cadence Design Systems (CDNS) | 0.1 | $214k | 4.9k | 43.40 | |
| Kroger (KR) | 0.1 | $208k | 7.3k | 28.45 | |
| Exelon Corporation (EXC) | 0.1 | $216k | 5.1k | 42.65 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $201k | 12k | 17.29 | |
| Applied Materials (AMAT) | 0.1 | $216k | 4.7k | 46.26 | |
| Invesco (IVZ) | 0.1 | $200k | 7.5k | 26.52 | |
| Synaptics, Incorporated (SYNA) | 0.1 | $209k | 4.2k | 50.26 | |
| Halozyme Therapeutics (HALO) | 0.1 | $192k | 11k | 16.86 | |
| SPDR KBW Regional Banking (KRE) | 0.1 | $220k | 3.6k | 60.99 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $219k | 1.5k | 143.98 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.1 | $208k | 2.0k | 106.01 | |
| O'reilly Automotive (ORLY) | 0.1 | $216k | 788.00 | 274.11 | |
| Jp Morgan Alerian Mlp Index | 0.1 | $213k | 8.0k | 26.62 | |
| Blackrock Munivest Fund II (MVT) | 0.1 | $187k | 13k | 14.04 | |
| BlackRock MuniVest Fund (MVF) | 0.1 | $198k | 23k | 8.77 | |
| inv grd crp bd (CORP) | 0.1 | $219k | 2.2k | 100.09 | |
| Wheaton Precious Metals Corp (WPM) | 0.1 | $216k | 9.8k | 22.04 | |
| Altaba | 0.1 | $216k | 3.0k | 73.15 | |
| Vericel (VCEL) | 0.0 | $159k | 16k | 9.70 | |
| Petroleo Brasileiro SA (PBR) | 0.0 | $120k | 12k | 10.00 | |
| Alerian Mlp Etf | 0.0 | $131k | 13k | 10.12 | |
| Nokia Corporation (NOK) | 0.0 | $84k | 15k | 5.72 | |
| Ambev Sa- (ABEV) | 0.0 | $75k | 16k | 4.66 | |
| Wells Fargo & Co mtnf 6/0 | 0.0 | $21k | 12k | 1.75 | |
| Ttm Technologies Inc conv | 0.0 | $26k | 14k | 1.86 | |
| Bank Of America Corp w exp 10/201 | 0.0 | $12k | 20k | 0.60 | |
| Teekay Tankers Ltd cl a | 0.0 | $19k | 16k | 1.19 | |
| Patterson-uti Energy Common Stock cmn | 0.0 | $8.0k | 7.5k | 1.07 | |
| Blackstone Mtg Tr Inc Note cb | 0.0 | $14k | 12k | 1.17 | |
| Resource Cap Corp Note 6.000%12/0 note | 0.0 | $13k | 13k | 1.00 | |
| Apollo Coml Real Estate Fin Inc Sr Nt Conv 5.500% 03/15/19 B/e Dtd 03/17/14 | 0.0 | $15k | 14k | 1.07 | |
| Lannet | 0.0 | $9.0k | 5.0k | 1.80 | |
| National Health Invs Inc note | 0.0 | $16k | 14k | 1.14 | |
| Renewable Energy Group Inc mtnf 2.750% 6/1 | 0.0 | $17k | 12k | 1.42 | |
| Ani Pharmaceuticals Inc. note 3.000 12/0 | 0.0 | $15k | 13k | 1.15 | |
| New Mountain Finance Corp conv | 0.0 | $10k | 10k | 1.00 |