$661 Million is the total value of MONETA GROUP INVESTMENT ADVISORS LLC's 583 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 200.5% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IDV | Buy | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $74,356,000 | +2.0% | 2,200,533 | +2.0% | 11.25% | -0.7% |
IEMG | Buy | ISHARES CORE MSCI EMERGING MKTSetf | $71,931,000 | +6.6% | 1,264,172 | +1.2% | 10.88% | +3.8% |
SCZ | Buy | ISHARES MSCI EAFE SMALL CAP ETFetf | $47,622,000 | +4.7% | 738,318 | +0.7% | 7.20% | +1.9% |
IWN | Sell | ISHARES RUSSELL 2000 VALUEetf | $42,218,000 | -17.4% | 335,727 | -18.4% | 6.38% | -19.6% |
IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $35,131,000 | +2.7% | 230,426 | -0.1% | 5.31% | -0.0% |
SDY | Buy | SPDR S&P DIVIDEND ETFetf | $30,771,000 | +3.8% | 325,686 | +0.4% | 4.65% | +1.0% |
DVY | Sell | ISHARES DJ SELECT DIVIDENDetf | $21,571,000 | +5.0% | 218,866 | -0.3% | 3.26% | +2.1% |
IWO | Buy | ISHARES RUSSELL 2000 GROWTH ETFetf | $21,057,000 | +8.8% | 112,787 | +4.2% | 3.18% | +5.8% |
VNQI | Buy | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFetf | $16,731,000 | +3.9% | 276,551 | +2.0% | 2.53% | +1.1% |
EFA | Buy | ISHARES MSCI EAFE ETFetf | $16,725,000 | +9.8% | 237,869 | +6.9% | 2.53% | +6.8% |
IVV | Buy | ISHARES CORE S&P 500etf | $16,363,000 | +13.2% | 60,864 | +6.5% | 2.48% | +10.1% |
SPY | Sell | SPDR S&P 500 ETFetf | $13,384,000 | +6.2% | 50,154 | -0.0% | 2.02% | +3.3% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $12,940,000 | +5.7% | 65,280 | -2.2% | 1.96% | +2.9% |
IVW | Sell | ISHARES S&P 500 GROWTH ETFetf | $11,630,000 | +1.6% | 76,127 | -4.6% | 1.76% | -1.1% |
SCHH | Buy | SCH US REIT ETFetf | $11,473,000 | +2.5% | 275,666 | +1.3% | 1.74% | -0.2% |
IVE | Sell | ISHARES S&P 500 VALUE ETFetf | $10,460,000 | -1.5% | 91,566 | -6.9% | 1.58% | -4.1% |
PEP | Sell | PEPSICO INC COMstock | $9,960,000 | +1.9% | 83,056 | -5.3% | 1.51% | -0.9% |
IEFA | Sell | ISHARES CORE MSCI EAFEetf | $7,640,000 | +1.5% | 115,603 | -1.5% | 1.16% | -1.3% |
IJJ | Buy | ISHARES S&P MIDCAP 400 VALUE ETFetf | $5,737,000 | +4.9% | 35,830 | +0.0% | 0.87% | +2.1% |
PFG | Buy | PRINCIPAL FINANCIAL GROUP INCstock | $4,107,000 | +10.7% | 58,202 | +0.9% | 0.62% | +7.6% |
SWKS | Sell | SKYWORKS SOLUTIONS INC COMstock | $4,005,000 | -8.4% | 42,178 | -1.7% | 0.61% | -10.8% |
MSFT | Sell | MICROSOFTstock | $3,940,000 | -26.0% | 46,059 | -35.5% | 0.60% | -27.9% |
CBSH | Buy | COMMERCE BANCSHARES INC COMstock | $3,920,000 | +1.2% | 70,209 | +4.7% | 0.59% | -1.5% |
LOW | Sell | LOWES COS INC COMstock | $3,754,000 | -63.3% | 40,391 | -68.4% | 0.57% | -64.3% |
IJK | ISHARES S&P MIDCAP 400 GROWTH INDEXetf | $3,655,000 | +6.7% | 16,936 | 0.0% | 0.55% | +3.8% | |
GILD | Sell | GILEAD SCIENCES INCstock | $3,468,000 | -19.4% | 48,409 | -8.9% | 0.52% | -21.5% |
EFSC | ENTERPRISE FINANCIAL SERVICES CORPstock | $3,251,000 | +6.6% | 72,010 | 0.0% | 0.49% | +3.8% | |
VTHR | VANGUARD RUSSELL 3000 ETFetf | $3,144,000 | +6.1% | 25,600 | 0.0% | 0.48% | +3.5% | |
SPY | New | SPDR S&P 500 ETFput | $3,096,000 | – | 11,600 | +100.0% | 0.47% | – |
IJR | Buy | ISHARES S&P SMALLCAP 600 ETFetf | $3,065,000 | +10.3% | 39,900 | +6.6% | 0.46% | +7.4% |
NVO | Sell | NOVO-NORDISK A/S ADR ADR CMNadr | $2,968,000 | -12.3% | 55,300 | -21.3% | 0.45% | -14.6% |
AAPL | Sell | APPLE INCstock | $2,918,000 | +4.9% | 17,242 | -4.5% | 0.44% | +1.8% |
JNJ | Sell | JOHNSON & JOHNSON COMstock | $2,861,000 | +1.6% | 20,478 | -5.4% | 0.43% | -1.1% |
IWD | ISHARES RUSSELL 1000 VALUE ETFetf | $2,704,000 | +4.9% | 21,745 | 0.0% | 0.41% | +2.0% | |
AGG | Buy | ISHARES AGGREGATE BOND ETFetf | $2,477,000 | +3.4% | 22,655 | +3.6% | 0.38% | +0.8% |
ALL | ALLSTATE CORPstock | $2,475,000 | +14.0% | 23,634 | 0.0% | 0.37% | +10.7% | |
MA | Sell | MASTERCARD INCstock | $2,445,000 | +6.3% | 16,155 | -0.8% | 0.37% | +3.6% |
XOM | Sell | EXXON MOBIL CORP COMstock | $2,402,000 | -5.4% | 28,722 | -7.3% | 0.36% | -8.1% |
T | Sell | AT&T INC COMstock | $2,300,000 | -23.5% | 59,154 | -23.0% | 0.35% | -25.5% |
UN | Sell | UNILEVER N V N Y SHS NEWadr | $2,293,000 | -30.3% | 40,713 | -26.9% | 0.35% | -32.1% |
BSX | Buy | BOSTON SCIENTIFIC CORPstock | $2,246,000 | +636.4% | 90,600 | +767.8% | 0.34% | +623.4% |
PFE | Sell | PFIZER INC COMstock | $2,238,000 | +1.2% | 61,788 | -0.2% | 0.34% | -1.7% |
VTV | Buy | VANGUARD VALUE ETFetf | $2,110,000 | +13.1% | 19,847 | +6.2% | 0.32% | +10.0% |
BRKA | Sell | BERKSHIRE HATHAWAY INC DEL CL Astock | $2,083,000 | -5.2% | 7 | -12.5% | 0.32% | -7.9% |
VUG | Buy | VANGUARD GROWTH ETFetf | $2,059,000 | +8.1% | 14,640 | +2.1% | 0.31% | +5.1% |
DWDP | Sell | DOWDUPONT INC COMstock | $2,044,000 | -2.9% | 28,697 | -5.6% | 0.31% | -5.5% |
EMR | Buy | EMERSON ELEC CO COMstock | $1,914,000 | +287.4% | 27,459 | +249.0% | 0.29% | +275.3% |
JPM | Buy | JPMORGAN CHASE & CO COMstock | $1,778,000 | +14.1% | 16,625 | +1.9% | 0.27% | +11.2% |
VZ | Sell | VERIZON COMMUNICATIONSstock | $1,701,000 | -8.8% | 32,134 | -14.8% | 0.26% | -11.4% |
IWM | New | ISHARES RUSSELL 2000 ETFput | $1,652,000 | – | 11,000 | +100.0% | 0.25% | – |
PG | Buy | PROCTER AND GAMBLE CO COMstock | $1,647,000 | +2.2% | 17,920 | +1.1% | 0.25% | -0.8% |
GOOGL | Buy | ALPHABET INC CAP STOCK CL Astock | $1,645,000 | +16.4% | 1,562 | +7.6% | 0.25% | +13.2% |
KMX | New | CARMAX INCstock | $1,618,000 | – | 2,500 | +100.0% | 0.24% | – |
EEM | Buy | ISHARES MSCI EMERGING MARKETS ETFetf | $1,611,000 | +5.3% | 34,187 | +0.1% | 0.24% | +2.5% |
IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $1,607,000 | +8.8% | 11,929 | +1.0% | 0.24% | +5.7% |
IWS | Sell | ISHARES RUSSELL MIDCAP VALUE INDEXetf | $1,405,000 | +2.0% | 15,758 | -2.8% | 0.21% | -0.9% |
WFC | Buy | WELLS FARGO CO NEW COMstock | $1,373,000 | +11.9% | 22,627 | +1.7% | 0.21% | +8.9% |
SCHX | Buy | SCHWAB STRATEGIC TR US LRG CAP ETFetf | $1,318,000 | +48.6% | 20,663 | +39.9% | 0.20% | +44.2% |
JACK | Sell | JACK IN THE BOX INCstock | $1,304,000 | -21.5% | 13,294 | -18.4% | 0.20% | -23.6% |
IWP | Sell | ISHARES RUSSELL MIDCAP GROWTH ETFetf | $1,217,000 | +4.8% | 10,085 | -1.7% | 0.18% | +2.2% |
CMCSA | Sell | COMCAST CORP NEW CL Astock | $1,215,000 | -17.8% | 30,337 | -21.0% | 0.18% | -20.0% |
VBK | Buy | VANGUARD SMALL-CAP GROWTH ETFetf | $1,216,000 | +17.9% | 7,559 | +11.9% | 0.18% | +15.0% |
POST | Sell | POST HOLDINGS INC COMstock | $1,211,000 | -14.4% | 15,282 | -4.6% | 0.18% | -16.8% |
VOO | VANGUARD S&P 500 ETFetf | $1,200,000 | +6.3% | 4,893 | 0.0% | 0.18% | +3.4% | |
BAM | BROOKFIELD ASSET MGMT INC COM VOTINGstock | $1,163,000 | +5.4% | 26,700 | 0.0% | 0.18% | +2.9% | |
VOE | Buy | VANGUARD MID-CAP VALUE ETFetf | $1,123,000 | +25.8% | 10,066 | +19.0% | 0.17% | +22.3% |
C | Buy | CITIGROUP INCstock | $1,084,000 | +30.6% | 14,566 | +27.6% | 0.16% | +27.1% |
VBR | Buy | VANGUARD SMALL CAP VALUE ETFetf | $1,084,000 | +6.4% | 8,167 | +2.4% | 0.16% | +3.8% |
LNC | Sell | LINCOLN NATL CORP IND COMstock | $1,054,000 | +2.5% | 13,715 | -2.0% | 0.16% | -0.6% |
VOT | Buy | VANGUARD MID CAP GROWTH ETFetf | $1,042,000 | +8.0% | 8,162 | +2.9% | 0.16% | +5.3% |
CSCO | Sell | CISCO SYS INCstock | $1,017,000 | +12.0% | 26,544 | -1.7% | 0.15% | +9.2% |
UNH | Sell | UNITEDHEALTH GROUPstock | $1,000,000 | +12.0% | 4,534 | -0.5% | 0.15% | +8.6% |
BAC | Buy | BANK AMER CORP COMstock | $988,000 | +17.1% | 33,475 | +0.5% | 0.15% | +13.7% |
VNQ | Buy | VANGUARD REIT INDEX ETFetf | $957,000 | +11.3% | 11,528 | +11.4% | 0.14% | +8.2% |
PRU | Buy | PRUDENTIAL FINL INCstock | $952,000 | +53.5% | 8,283 | +42.1% | 0.14% | +50.0% |
HIG | HARTFORD FINL SVCS GROUP INCstock | $948,000 | +1.5% | 16,845 | 0.0% | 0.14% | -1.4% | |
VGK | VANGUARD EUROPEANetf | $923,000 | -17.8% | 19,250 | 0.0% | 0.14% | -20.0% | |
GOOG | Sell | ALPHABET INC CAP STK CL Cstock | $907,000 | +0.9% | 867 | -7.5% | 0.14% | -2.1% |
VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $908,000 | +12.9% | 20,251 | +9.3% | 0.14% | +9.6% |
ICF | Sell | ISHARES COHEN & STEERS REIT ETFetf | $905,000 | -13.2% | 8,932 | -13.8% | 0.14% | -15.4% |
GE | Sell | GENERAL ELECTRIC CO COMstock | $850,000 | -53.3% | 48,715 | -35.3% | 0.13% | -54.4% |
AAPL | New | APPLE INCput | $846,000 | – | 5,000 | +100.0% | 0.13% | – |
FB | Buy | FACEBOOK INC CL Astock | $842,000 | +41.0% | 4,772 | +36.7% | 0.13% | +36.6% |
AMT | Sell | AMERICAN TOWER CORPreit | $835,000 | -11.3% | 5,854 | -14.9% | 0.13% | -13.7% |
PYPL | Sell | PAYPAL HLDGS INC COMstock | $833,000 | +6.0% | 11,311 | -7.9% | 0.13% | +3.3% |
IAC | IAC/INTERACTIVECORPstock | $832,000 | +4.0% | 6,800 | 0.0% | 0.13% | +1.6% | |
DHR | Sell | DANAHER CORPstock | $833,000 | +5.8% | 8,976 | -2.2% | 0.13% | +3.3% |
MCO | Sell | MOODYS CORPstock | $807,000 | -22.3% | 5,465 | -26.8% | 0.12% | -24.2% |
INTC | Buy | INTEL CORP COMstock | $805,000 | +22.0% | 17,440 | +0.6% | 0.12% | +18.4% |
STI | Buy | SUNTRUST BANKS INCstock | $808,000 | +11.1% | 12,511 | +2.8% | 0.12% | +8.0% |
CB | Sell | CHUBB LTD.stock | $803,000 | +2.0% | 5,495 | -0.5% | 0.12% | -0.8% |
ITW | Sell | ILLINOIS TOOL WKS INC COMstock | $802,000 | +12.5% | 4,804 | -0.3% | 0.12% | +9.0% |
RDSA | Buy | ROYAL DUTCH SHELL PLC-ADRadr | $766,000 | +12.8% | 11,483 | +2.4% | 0.12% | +9.4% |
IBM | Sell | INTL BUSINESS MACHINESstock | $758,000 | +5.4% | 4,940 | -0.3% | 0.12% | +2.7% |
SF | STIFEL FINANCIAL CPstock | $744,000 | +11.4% | 12,500 | 0.0% | 0.11% | +8.7% | |
MET | Buy | METLIFE INC COMstock | $739,000 | -0.4% | 14,610 | +2.3% | 0.11% | -2.6% |
UHAL | AMERCOstock | $737,000 | +0.8% | 1,950 | 0.0% | 0.11% | -2.6% | |
VLO | Sell | VALERO ENERGY CORPstock | $730,000 | -20.6% | 7,943 | -33.5% | 0.11% | -23.1% |
CNC | Buy | CENTENE CORP DELstock | $719,000 | +7.3% | 7,128 | +2.9% | 0.11% | +4.8% |
VTI | Buy | VANGUARD TOTAL STK MKTetf | $696,000 | +9.4% | 5,069 | +3.3% | 0.10% | +6.1% |
COL | ROCKWELL COLLINS INCstock | $679,000 | +3.8% | 5,003 | 0.0% | 0.10% | +1.0% | |
DIS | Sell | DISNEY WALT CO COM DISNEYstock | $653,000 | +8.8% | 6,075 | -0.2% | 0.10% | +6.5% |
AEE | Sell | AMEREN CORPstock | $649,000 | -0.9% | 10,995 | -2.9% | 0.10% | -3.9% |
VMW | Buy | VMWARE INC CL A CLASS Astock | $628,000 | +21.0% | 5,015 | +5.5% | 0.10% | +17.3% |
BIP | Sell | BROOKFIELD INFRASTRUCTURE PARTNERS LPISIN #BMG162521014 SEDOL #B2NHY98stock | $625,000 | -23.5% | 13,937 | -26.4% | 0.10% | -25.2% |
YUM | YUM! BRANDS INCstock | $615,000 | +10.8% | 7,533 | 0.0% | 0.09% | +8.1% | |
BA | Buy | BOEING CO COMstock | $598,000 | +33.2% | 2,028 | +14.9% | 0.09% | +28.6% |
IWC | ISHARES RUSSELL MICROCAP INDEXetf | $596,000 | +1.4% | 6,225 | 0.0% | 0.09% | -1.1% | |
ECON | COLUMBIA EMERGING MARKETS CONSUMER ETFetf | $586,000 | -19.5% | 26,450 | 0.0% | 0.09% | -21.2% | |
AXP | AMERICAN EXPRESS CO COMstock | $567,000 | +9.9% | 5,707 | 0.0% | 0.09% | +7.5% | |
EOG | EOG RESOURCES INCstock | $569,000 | +11.6% | 5,269 | 0.0% | 0.09% | +8.9% | |
CNQ | CANADIAN NATURAL RESOURCES LTDstock | $568,000 | +6.8% | 15,900 | 0.0% | 0.09% | +3.6% | |
ESRX | Sell | EXPRESS SCRIPTS INCstock | $563,000 | +10.4% | 7,549 | -6.2% | 0.08% | +7.6% |
TGT | Buy | TARGET CORP COMstock | $561,000 | +16.6% | 8,596 | +5.5% | 0.08% | +13.3% |
MON | MONSANTO COstock | $550,000 | -2.5% | 4,709 | 0.0% | 0.08% | -5.7% | |
ETN | Sell | EATON CORP PLC SHSstock | $550,000 | +0.7% | 6,967 | -2.0% | 0.08% | -2.4% |
USB | Sell | US BANCORP DEL COM NEWstock | $538,000 | -1.8% | 10,049 | -1.8% | 0.08% | -4.7% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $525,000 | -5.4% | 7,235 | +0.7% | 0.08% | -8.1% |
GCP | GCP APPLIED TECHNOLOGIES INC COMstock | $514,000 | +4.0% | 16,100 | 0.0% | 0.08% | +1.3% | |
MMM | Sell | 3M CO COMstock | $519,000 | +11.1% | 2,205 | -0.9% | 0.08% | +6.8% |
MDT | Sell | MEDTRONIC PLC SHSstock | $500,000 | 0.0% | 6,189 | -3.7% | 0.08% | -2.6% |
APH | AMPHENOL CORP CL Astock | $498,000 | -20.6% | 7,405 | 0.0% | 0.08% | -22.7% | |
IWB | Sell | ISHARES TR RUSSELL 1000 INDEX ETFetf | $498,000 | -2.0% | 3,349 | -7.8% | 0.08% | -5.1% |
SCHA | Buy | SCHWAB ETFS- US SMALL-CAP ETFetf | $492,000 | +3.4% | 7,061 | +0.0% | 0.07% | 0.0% |
MS | Buy | MORGAN STANLEYstock | $473,000 | +22.5% | 9,017 | +12.5% | 0.07% | +20.0% |
FTV | Sell | FORTIVE CORP COMstock | $474,000 | -2.9% | 6,555 | -5.0% | 0.07% | -5.3% |
PPG | PPG INDS INC COMstock | $479,000 | +7.4% | 4,104 | 0.0% | 0.07% | +4.3% | |
IJT | ISHARES S&P SMALLCAP 600 GROWTH ETFetf | $468,000 | +3.5% | 2,748 | 0.0% | 0.07% | +1.4% | |
TMO | THERMO FISHER SCIENTIFIC INC COMstock | $466,000 | +0.4% | 2,454 | 0.0% | 0.07% | -2.8% | |
MAS | Buy | MASCO CORP COMstock | $453,000 | +16.8% | 10,315 | +3.8% | 0.07% | +15.0% |
BAX | Sell | BAXTER INTL INC COMstock | $458,000 | -2.8% | 7,090 | -5.5% | 0.07% | -5.5% |
UPS | Sell | UNITED PARCEL SERVICE INCstock | $456,000 | -3.8% | 3,826 | -3.0% | 0.07% | -6.8% |
CELG | Sell | CELGENE CORPstock | $459,000 | -67.0% | 4,401 | -53.9% | 0.07% | -68.1% |
NVS | Sell | NOVARTIS AG ADRadr | $450,000 | -2.8% | 5,360 | -0.6% | 0.07% | -5.6% |
RTN | Buy | RAYTHEON CO COM NEWstock | $451,000 | +4.9% | 2,403 | +4.3% | 0.07% | +1.5% |
DJP | Buy | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNetf | $437,000 | +9.0% | 17,910 | +3.9% | 0.07% | +6.5% |
V | VISA INCstock | $421,000 | +8.5% | 3,691 | 0.0% | 0.06% | +6.7% | |
IDXX | IDEXX LABS INCstock | $414,000 | +0.5% | 2,650 | 0.0% | 0.06% | -1.6% | |
NCS | NCI BLDG SYS INCstock | $394,000 | +23.9% | 20,400 | 0.0% | 0.06% | +22.4% | |
CVX | Sell | CHEVRON CORP NEW COMstock | $400,000 | -0.5% | 3,196 | -6.5% | 0.06% | -3.2% |
EPD | Sell | ENTERPRISE PRODS PARTNERS L Pstock | $398,000 | -52.3% | 15,000 | -53.1% | 0.06% | -53.8% |
TEL | TE CONNECTIVITY LTDstock | $395,000 | -16.7% | 5,704 | 0.0% | 0.06% | -18.9% | |
SCHC | Buy | SCHWAB INTL SMALL CAP ETFetf | $393,000 | +8.0% | 10,730 | +5.7% | 0.06% | +3.5% |
EXAS | Buy | EXACT SCIENCES CORP COMstock | $385,000 | +21.1% | 7,334 | +8.8% | 0.06% | +18.4% |
EMN | Buy | EASTMAN CHEMICAL COstock | $375,000 | +9.0% | 4,047 | +6.5% | 0.06% | +7.5% |
ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $375,000 | +6.2% | 3,204 | -0.9% | 0.06% | +3.6% |
WYNN | Sell | WYNN RESORTS LTDstock | $373,000 | +5.7% | 2,210 | -6.8% | 0.06% | +1.8% |
IJS | ISHARES S&P SMALLCAP 600 VALUE ETFetf | $363,000 | +3.4% | 2,365 | 0.0% | 0.06% | 0.0% | |
MRK | Sell | MERCK & CO INCstock | $364,000 | -12.3% | 6,468 | -0.1% | 0.06% | -14.1% |
PSA | PUBLIC STORAGE INCreit | $338,000 | -2.3% | 1,616 | 0.0% | 0.05% | -5.6% | |
MRVL | Sell | MARVELL TECHNOLOGY GROUP LTDstock | $330,000 | +16.6% | 15,385 | -2.7% | 0.05% | +13.6% |
EPC | Sell | EDGEWELL PERSONAL CARE COstock | $330,000 | -25.0% | 5,549 | -8.3% | 0.05% | -26.5% |
VO | Sell | VANGUARD MID-CAP ETFetf | $327,000 | -9.2% | 2,111 | -13.7% | 0.05% | -12.5% |
IWR | ISHARES TR RUSSELL MIDCAP INDEX FDetf | $323,000 | +5.6% | 1,552 | 0.0% | 0.05% | +2.1% | |
LVS | Buy | LAS VEGAS SANDS CORPstock | $323,000 | +20.1% | 4,645 | +10.7% | 0.05% | +16.7% |
UGI | UGI CORP NEW COMstock | $324,000 | +0.3% | 6,900 | 0.0% | 0.05% | -2.0% | |
OGE | OGE ENERGY CORP COMstock | $313,000 | -8.5% | 9,500 | 0.0% | 0.05% | -11.3% | |
EEM | New | ISHARES MSCI EMERGING MARKETS ETFput | $307,000 | – | 6,500 | +100.0% | 0.05% | – |
BMY | Buy | BRISTOL MYERS SQUIBB CO COMstock | $282,000 | +7.2% | 4,609 | +11.7% | 0.04% | +4.9% |
COST | COSTCO WHOLESALE CORPstock | $280,000 | +13.4% | 1,505 | 0.0% | 0.04% | +10.5% | |
BX | BLACKSTONE GROUP LPstock | $272,000 | -4.2% | 8,500 | 0.0% | 0.04% | -6.8% | |
GIS | Buy | GENERAL MLS INC COMstock | $271,000 | +21.0% | 4,576 | +5.7% | 0.04% | +17.1% |
FTS | Sell | FORTIS INC COMstock | $272,000 | -38.7% | 7,408 | -40.3% | 0.04% | -40.6% |
RHT | Sell | RED HAT! INC.stock | $263,000 | -1.1% | 2,193 | -8.7% | 0.04% | -2.4% |
CCL | Sell | CARNIVAL CORPstock | $266,000 | -17.6% | 4,005 | -20.0% | 0.04% | -20.0% |
VVC | VECTREN CORPstock | $260,000 | -1.1% | 3,999 | 0.0% | 0.04% | -4.9% | |
HDS | Sell | HD SUPPLY INC COM USD0.01stock | $258,000 | +7.1% | 6,450 | -3.4% | 0.04% | +5.4% |
WY | WEYERHAEUSER COreit | $254,000 | +3.7% | 7,210 | 0.0% | 0.04% | 0.0% | |
CVS | Sell | CVS HEALTH CORP COMstock | $254,000 | -11.2% | 3,508 | -0.1% | 0.04% | -13.6% |
CAT | New | CATERPILLAR INC DEL COMstock | $252,000 | – | 1,600 | +100.0% | 0.04% | – |
ABBV | Sell | ABBVIE INC COMstock | $253,000 | +5.0% | 2,615 | -3.7% | 0.04% | +2.7% |
MXIM | Sell | MAXIM INTEGRATED PRODSstock | $252,000 | -5.6% | 4,818 | -14.0% | 0.04% | -7.3% |
VIG | VANGUARD DIVIDEND APPRECIATION ETFetf | $247,000 | +7.9% | 2,421 | 0.0% | 0.04% | +2.8% | |
WSO | WATSCO INCstock | $244,000 | -8.3% | 1,650 | 0.0% | 0.04% | -9.8% | |
CLB | New | CORE LABORATORIES NVstock | $240,000 | – | 2,000 | +100.0% | 0.04% | – |
AKAM | New | AKAMAI TECHstock | $240,000 | – | 3,600 | +100.0% | 0.04% | – |
IRBT | Sell | IROBOT CORP COMstock | $230,000 | -50.2% | 3,000 | -50.0% | 0.04% | -51.4% |
PFF | Sell | ISHARES S&P U.S. PREFERRED STOCK ETFetf | $229,000 | -6.5% | 6,014 | -4.8% | 0.04% | -7.9% |
DWX | New | SPDR S&P INTERNATIONAL DIVIDEND ETFetf | $232,000 | – | 5,640 | +100.0% | 0.04% | – |
COP | New | CONOCOPHILLIPS COMstock | $233,000 | – | 4,254 | +100.0% | 0.04% | – |
ETFC | Sell | E-TRADE FINANCIAL CORPstock | $226,000 | +6.6% | 4,555 | -6.4% | 0.03% | +3.0% |
PNR | Sell | PENTAIR PLC SHSstock | $226,000 | +1.3% | 3,195 | -2.4% | 0.03% | -2.9% |
BIIB | Sell | BIOGEN IDEC INCstock | $218,000 | -0.9% | 683 | -2.8% | 0.03% | -2.9% |
PM | PHILIP MORRIS INTL INCstock | $220,000 | -4.8% | 2,084 | 0.0% | 0.03% | -8.3% | |
UTX | Sell | UNITED TECHNOLOGIES CORP COMstock | $218,000 | +7.9% | 1,707 | -1.8% | 0.03% | +6.5% |
TROW | New | T ROWE PRICE GROUP INCstock | $217,000 | – | 2,070 | +100.0% | 0.03% | – |
SO | Sell | SOUTHERN CO COMstock | $217,000 | -4.4% | 4,518 | -2.4% | 0.03% | -5.7% |
SCHF | Sell | SCHWAB INTERNATIONAL EQUITY ETFetf | $213,000 | -19.0% | 6,263 | -20.2% | 0.03% | -22.0% |
FRC | FIRST REPUBLIC BANKstock | $203,000 | -11.7% | 2,200 | 0.0% | 0.03% | -13.9% | |
YUMC | YUM CHINA HLDGS INC COMstock | $207,000 | 0.0% | 5,168 | 0.0% | 0.03% | -3.1% | |
SCHE | Sell | SCHWAB EMERGING MARKET EQ ETFetf | $205,000 | -7.2% | 7,341 | -10.6% | 0.03% | -8.8% |
MKC | MCCORMICK & CO INC COM NON VTGstock | $199,000 | -0.5% | 1,950 | 0.0% | 0.03% | -3.2% | |
AZPN | ASPEN TECHNOLOGY INCstock | $197,000 | -12.8% | 3,600 | 0.0% | 0.03% | -14.3% | |
SJM | New | J M SMUCKER CO NEWstock | $197,000 | – | 1,586 | +100.0% | 0.03% | – |
CTSH | Sell | COGNIZANT TECH SOLUTIONS CORPstock | $198,000 | -10.4% | 2,781 | -8.5% | 0.03% | -11.8% |
ENR | New | ENERGIZER HLDGS INC NEW COMstock | $196,000 | – | 4,089 | +100.0% | 0.03% | – |
ON | New | ON SEMICONDUCTOR CORP COMstock | $189,000 | – | 9,030 | +100.0% | 0.03% | – |
ROP | Sell | ROPER INDUSTRIES INCstock | $195,000 | -53.0% | 753 | -55.8% | 0.03% | -54.7% |
SYY | New | SYSCO CORP COMstock | $189,000 | – | 3,110 | +100.0% | 0.03% | – |
LOAN | Buy | MANHATTAN BRIDGE CAPITAL INC COMreit | $182,000 | +0.6% | 182,251 | +0.5% | 0.03% | 0.0% |
HRL | New | HORMEL FOODS CORP COMstock | $182,000 | – | 5,000 | +100.0% | 0.03% | – |
MDC | New | M D C HOLDING INCstock | $184,000 | – | 5,780 | +100.0% | 0.03% | – |
TJX | New | TJX COS INC NEW COMstock | $177,000 | – | 2,407 | +100.0% | 0.03% | – |
NWN | New | NORTHWEST NAT GAS CO COMstock | $179,000 | – | 3,000 | +100.0% | 0.03% | – |
ALK | New | ALASKA AIR GROUP INC COMstock | $169,000 | – | 2,300 | +100.0% | 0.03% | – |
AEM | New | AGNICO EAGLE MINES LTD COMstock | $168,000 | – | 4,000 | +100.0% | 0.02% | – |
D | New | DOMINION RESOURCES INCstock | $163,000 | – | 2,005 | +100.0% | 0.02% | – |
CAG | New | CONAGRA BRANDS INC COMstock | $166,000 | – | 4,400 | +100.0% | 0.02% | – |
DIM | New | WISDOMTREE INTL MIDCAP DIVIDEND FUNDetf | $166,000 | – | 3,000 | +100.0% | 0.02% | – |
MO | New | ALTRIA GROUP INC COMstock | $157,000 | – | 2,199 | +100.0% | 0.02% | – |
ABT | New | ABBOTT LABS COMstock | $161,000 | – | 2,818 | +100.0% | 0.02% | – |
DXC | New | DXC TECHNOLOGY CO COMstock | $147,000 | – | 1,554 | +100.0% | 0.02% | – |
POR | New | PORTLAND GENERAL ELECTRIC COstock | $143,000 | – | 3,300 | +100.0% | 0.02% | – |
WEC | New | WEC ENERGY GROUP INC COMstock | $146,000 | – | 2,200 | +100.0% | 0.02% | – |
LEE | LEE ENTERPRISES INC COMstock | $148,000 | +6.5% | 63,000 | 0.0% | 0.02% | 0.0% | |
ORCL | New | ORACLE CORPORATIONstock | $143,000 | – | 3,028 | +100.0% | 0.02% | – |
TWX | New | TIME WARNER INCstock | $147,000 | – | 1,602 | +100.0% | 0.02% | – |
HES | New | HESS CORP COMstock | $136,000 | – | 2,855 | +100.0% | 0.02% | – |
OKE | Sell | ONEOK INC NEW COMstock | $136,000 | -50.2% | 2,540 | -48.5% | 0.02% | -50.0% |
CL | New | COLGATE PALMOLIVE CO COMstock | $142,000 | – | 1,876 | +100.0% | 0.02% | – |
DUK | New | DUKE ENERGY CORP NEW COM NEWstock | $142,000 | – | 1,691 | +100.0% | 0.02% | – |
MCD | New | MCDONALDS CORP COMstock | $139,000 | – | 808 | +100.0% | 0.02% | – |
CZR | New | CAESARS ENTMT CORP COMstock | $126,000 | – | 9,990 | +100.0% | 0.02% | – |
KHC | New | KRAFT HEINZ CO COMcall | $117,000 | – | 1,500 | +100.0% | 0.02% | – |
SCHV | New | SCHWAB US LARGE CAP VALUE ETFetf | $116,000 | – | 2,129 | +100.0% | 0.02% | – |
SCHG | New | SCHWAB US LARGE CAP GROWTH ETFetf | $122,000 | – | 1,727 | +100.0% | 0.02% | – |
QSR | New | RESTAURANT BRANDS INTL INC COMstock | $122,000 | – | 1,985 | +100.0% | 0.02% | – |
BUSE | New | FIRST BUSEY CORP COM NEWstock | $118,000 | – | 3,950 | +100.0% | 0.02% | – |
ANDX | New | ANDEAVOR LOGISTICS LPstock | $121,000 | – | 2,616 | +100.0% | 0.02% | – |
CBS | Sell | CBS CORP CL Bstock | $121,000 | -97.1% | 2,055 | -97.1% | 0.02% | -97.2% |
LMT | New | LOCKHEED MARTIN CORPstock | $113,000 | – | 353 | +100.0% | 0.02% | – |
TRV | New | TRAVELERS COMPANIES INC COMstock | $114,000 | – | 844 | +100.0% | 0.02% | – |
SCHM | New | SCHWAB US MID-CAP ETFetf | $112,000 | – | 2,108 | +100.0% | 0.02% | – |
PSX | New | PHILLIPS 66stock | $112,000 | – | 1,103 | +100.0% | 0.02% | – |
SLB | New | SCHLUMBERGER LTD COMstock | $112,000 | – | 1,669 | +100.0% | 0.02% | – |
VB | New | VANGUARD SMALL CAP ETFetf | $115,000 | – | 779 | +100.0% | 0.02% | – |
SHW | New | SHERWIN WILLIAMS CO COMstock | $103,000 | – | 252 | +100.0% | 0.02% | – |
NSC | New | NORFOLK SOUTHERN CRPstock | $104,000 | – | 720 | +100.0% | 0.02% | – |
TER | New | TERADYNE INC COMstock | $108,000 | – | 2,575 | +100.0% | 0.02% | – |
BABA | New | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $101,000 | – | 585 | +100.0% | 0.02% | – |
KMI | New | KINDER MORGAN INCstock | $99,000 | – | 5,458 | +100.0% | 0.02% | – |
VIAB | New | VIACOM INC CL Bstock | $99,000 | – | 3,204 | +100.0% | 0.02% | – |
GLW | New | CORNING INC COMcall | $96,000 | – | 3,000 | +100.0% | 0.02% | – |
LAWS | New | LAWSON PRODS INC COMstock | $99,000 | – | 4,000 | +100.0% | 0.02% | – |
SUSA | New | ISHARES KLD SEL SOC FDetf | $99,000 | – | 890 | +100.0% | 0.02% | – |
WMT | New | WALMART INC COMstock | $102,000 | – | 1,034 | +100.0% | 0.02% | – |
CAL | New | CALERES INC COMstock | $102,000 | – | 3,050 | +100.0% | 0.02% | – |
OXY | New | OCCIDENTAL PETE CORP DEL COMstock | $84,000 | – | 1,147 | +100.0% | 0.01% | – |
SRE | New | SEMPRA ENERGYstock | $89,000 | – | 836 | +100.0% | 0.01% | – |
KO | New | COCA COLA CO COMstock | $84,000 | – | 1,823 | +100.0% | 0.01% | – |
AWK | New | AMERICAN WATER WORKS COstock | $88,000 | – | 961 | +100.0% | 0.01% | – |
STX | New | SEAGATE TECHNOLOGYstock | $80,000 | – | 1,904 | +100.0% | 0.01% | – |
LLY | New | LILLY ELI & CO COMstock | $80,000 | – | 952 | +100.0% | 0.01% | – |
DHS | New | WISDOMTREE U.S. HIGH DIVIDEND FUNDetf | $77,000 | – | 1,058 | +100.0% | 0.01% | – |
ILMN | New | ILLUMINA INCstock | $77,000 | – | 353 | +100.0% | 0.01% | – |
CSCO | New | CISCO SYS INCcall | $77,000 | – | 2,000 | +100.0% | 0.01% | – |
VWO | New | VANGUARD FTSE EMERGING MARKETS ETFetf | $77,000 | – | 1,685 | +100.0% | 0.01% | – |
IWV | New | ISHARES RUSSELL 3000 ETFetf | $78,000 | – | 490 | +100.0% | 0.01% | – |
IJH | New | ISHARES CORE S&P MID CAP ETFetf | $70,000 | – | 368 | +100.0% | 0.01% | – |
MAR | New | MARRIOTT INTL INCstock | $75,000 | – | 554 | +100.0% | 0.01% | – |
SR | New | SPIRE INCstock | $75,000 | – | 1,000 | +100.0% | 0.01% | – |
DGRO | New | ISHARES CORE DIVIDEND GROWTH ETFetf | $70,000 | – | 2,000 | +100.0% | 0.01% | – |
BTI | New | BRITISH AMERICAN TOBACCOadr | $65,000 | – | 964 | +100.0% | 0.01% | – |
HYG | New | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETFetf | $62,000 | – | 710 | +100.0% | 0.01% | – |
HAIN | New | HAIN CELESTIAL GROUPINCstock | $57,000 | – | 1,350 | +100.0% | 0.01% | – |
PX | New | PRAXAIR INCstock | $59,000 | – | 503 | +100.0% | 0.01% | – |
HD | New | HOME DEPOTstock | $61,000 | – | 321 | +100.0% | 0.01% | – |
KMB | New | KIMBERLY CLARK CORP COMstock | $61,000 | – | 504 | +100.0% | 0.01% | – |
BPL | New | BUCKEYE PARTNERS UTS L P UNIT LTD PARTNERSHIP INTstock | $50,000 | – | 1,000 | +100.0% | 0.01% | – |
DISH | New | DISH NETWORK CORPstock | $56,000 | – | 1,182 | +100.0% | 0.01% | – |
BHF | New | BRIGHTHOUSE FINL INC COMstock | $52,000 | – | 892 | +100.0% | 0.01% | – |
GS | New | GOLDMAN SACHS GROUP INCstock | $52,000 | – | 203 | +100.0% | 0.01% | – |
VOD | New | VODAFONE GROUP NEW ADR Fadr | $50,000 | – | 1,565 | +100.0% | 0.01% | – |
FLC | New | FLAHERTY & CRUMRINE TOTAL RETU COMcef | $44,000 | – | 2,047 | +100.0% | 0.01% | – |
MDLZ | New | MONDELEZ INTL INC CL Astock | $45,000 | – | 1,050 | +100.0% | 0.01% | – |
RF | New | REGIONS FINANCIAL CORP NEWstock | $47,000 | – | 2,748 | +100.0% | 0.01% | – |
F | New | FORD MOTOR COMPANYstock | $47,000 | – | 3,801 | +100.0% | 0.01% | – |
PKW | New | POWERSHARES BUYBACK ACHIEVERS PORTFOLIOetf | $47,000 | – | 803 | +100.0% | 0.01% | – |
PGX | New | POWERSHARES GLOBAL PREFERRED ETFetf | $45,000 | – | 3,000 | +100.0% | 0.01% | – |
EBAY | New | EBAY INCstock | $44,000 | – | 1,165 | +100.0% | 0.01% | – |
CSRA | New | CSRA INC COMstock | $45,000 | – | 1,500 | +100.0% | 0.01% | – |
HON | New | HONEYWELL INTL INCstock | $49,000 | – | 323 | +100.0% | 0.01% | – |
EWJ | New | ISHARES MSCI JAPAN ETFetf | $39,000 | – | 643 | +100.0% | 0.01% | – |
ANDV | New | ANDEAVOR COMstock | $37,000 | – | 320 | +100.0% | 0.01% | – |
CWB | New | SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETFetf | $39,000 | – | 775 | +100.0% | 0.01% | – |
VFC | New | V F CORP COMstock | $39,000 | – | 529 | +100.0% | 0.01% | – |
LILAK | New | LIBERTY GLOBAL PLC LILAC SHS CL Cstock | $37,000 | – | 1,881 | +100.0% | 0.01% | – |
TBPH | Sell | THERAVANCE BIOPHARMA INC COMstock | $40,000 | -86.6% | 1,442 | -83.5% | 0.01% | -87.0% |
FUTY | New | FIDELITY MSCI UTILITIES INDEX ETFetf | $35,000 | – | 1,015 | +100.0% | 0.01% | – |
MDY | New | SPDR S&P MIDCAP 400 ETFetf | $35,000 | – | 101 | +100.0% | 0.01% | – |
AMZN | New | AMAZON.COM INCstock | $36,000 | – | 31 | +100.0% | 0.01% | – |
DE | New | DEERE & CO COMstock | $33,000 | – | 211 | +100.0% | 0.01% | – |
BUD | New | ANHEUSER BUSCHadr | $33,000 | – | 300 | +100.0% | 0.01% | – |
TSLA | New | TESLA MOTORS INCstock | $36,000 | – | 115 | +100.0% | 0.01% | – |
MPC | New | MARATHON PETE CORPstock | $35,000 | – | 525 | +100.0% | 0.01% | – |
FLIR | New | FLIR SYSTEMS INCstock | $35,000 | – | 755 | +100.0% | 0.01% | – |
BP | New | BP PLC SPONSORED ADRadr | $36,000 | – | 858 | +100.0% | 0.01% | – |
UNP | New | UNION PAC CORP COMstock | $30,000 | – | 221 | +100.0% | 0.01% | – |
SLYV | New | SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETFetf | $24,000 | – | 190 | +100.0% | 0.00% | – |
UNIT | New | UNITI GROUP INC COMreit | $25,000 | – | 1,426 | +100.0% | 0.00% | – |
AGN | New | ALLERGAN PLC SHSstock | $28,000 | – | 170 | +100.0% | 0.00% | – |
AABA | New | YAHOO INCcef | $25,000 | – | 360 | +100.0% | 0.00% | – |
KHC | New | KRAFT HEINZ CO COMstock | $29,000 | – | 370 | +100.0% | 0.00% | – |
QTS | New | QTS RLTY TR INC COM CL Areit | $27,000 | – | 500 | +100.0% | 0.00% | – |
NLY | New | ANNALY CAPITAL MANAGEMENT INCreit | $24,000 | – | 2,000 | +100.0% | 0.00% | – |
LW | New | LAMB WESTON HLDGS INC COMstock | $24,000 | – | 430 | +100.0% | 0.00% | – |
HSY | New | HERSHEY CO COMstock | $28,000 | – | 250 | +100.0% | 0.00% | – |
SNAP | New | SNAP INC CL Astock | $28,000 | – | 1,910 | +100.0% | 0.00% | – |
RFI | New | COHEN & STEERS TOTAL RETURN FUNDcef | $26,000 | – | 2,000 | +100.0% | 0.00% | – |
GOLD | New | BARRICK GOLD CORP Fstock | $29,000 | – | 2,000 | +100.0% | 0.00% | – |
TTC | New | TORO CO COMstock | $26,000 | – | 400 | +100.0% | 0.00% | – |
AVY | New | AVERY DENNISON CORP COMstock | $17,000 | – | 150 | +100.0% | 0.00% | – |
UFPI | New | UNIVERSAL FOREST PRODS INCstock | $23,000 | – | 600 | +100.0% | 0.00% | – |
HPT | New | HOSPITALITY PROPERTIES TRUSTreit | $22,000 | – | 730 | +100.0% | 0.00% | – |
HBI | New | HANESBRANDS INCstock | $19,000 | – | 900 | +100.0% | 0.00% | – |
WWD | New | WOODWARD INC COMstock | $19,000 | – | 250 | +100.0% | 0.00% | – |
NTAP | New | NETAPP INCstock | $17,000 | – | 305 | +100.0% | 0.00% | – |
BEN | New | FRANKLIN RES INCstock | $19,000 | – | 450 | +100.0% | 0.00% | – |
EDIV | New | SPDR S&P EMERGING MARKETS DIVIDEND ETFetf | $21,000 | – | 654 | +100.0% | 0.00% | – |
AMX | New | AMERICA MOVIL SERIES L ADRadr | $21,000 | – | 1,200 | +100.0% | 0.00% | – |
PANW | New | PALO ALTO NETWORKS INC COMstock | $20,000 | – | 140 | +100.0% | 0.00% | – |
DOX | New | AMDOCS LTDstock | $12,000 | – | 180 | +100.0% | 0.00% | – |
CHRW | New | C H ROBINSON WORLDWIDE INCstock | $16,000 | – | 183 | +100.0% | 0.00% | – |
CBSA | New | CBS CORP NEW CL Astock | $12,000 | – | 200 | +100.0% | 0.00% | – |
HTZGQ | New | HERTZ GLOBAL HOLDINGSstock | $11,000 | – | 500 | +100.0% | 0.00% | – |
HCA | New | HCA INCstock | $10,000 | – | 114 | +100.0% | 0.00% | – |
CNI | New | CANADIAN NATIONAL RAILWAY COstock | $15,000 | – | 180 | +100.0% | 0.00% | – |
GD | New | GENERAL DYNAMICS CORP COMstock | $11,000 | – | 53 | +100.0% | 0.00% | – |
LEA | New | LEAR CORPstock | $16,000 | – | 90 | +100.0% | 0.00% | – |
LYB | New | LYONDELLBASELLstock | $11,000 | – | 103 | +100.0% | 0.00% | – |
LITE | New | LUMENTUM HLDGS INC COMstock | $11,000 | – | 215 | +100.0% | 0.00% | – |
EXPE | New | EXPEDIA INC DEL COMstock | $10,000 | – | 80 | +100.0% | 0.00% | – |
ROBO | New | EXCH TRADE CONCEPTS ETF & AUTOMATION IDXetf | $16,000 | – | 390 | +100.0% | 0.00% | – |
ETR | New | ENTERGY CORP NEW COMstock | $14,000 | – | 166 | +100.0% | 0.00% | – |
ETP | New | ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INTstock | $11,000 | – | 600 | +100.0% | 0.00% | – |
AMP | New | AMERIPRISE FINL INC COMstock | $15,000 | – | 90 | +100.0% | 0.00% | – |
VV | New | VANGUARD LARGE CAPetf | $12,000 | – | 94 | +100.0% | 0.00% | – |
EIX | New | EDISON INTL COMstock | $13,000 | – | 200 | +100.0% | 0.00% | – |
AMGN | New | AMGEN INCstock | $15,000 | – | 84 | +100.0% | 0.00% | – |
CTXS | New | CITRIX SYSTEMS INCstock | $10,000 | – | 113 | +100.0% | 0.00% | – |
CLX | New | CLOROX CO DEL COMstock | $10,000 | – | 70 | +100.0% | 0.00% | – |
DFS | New | DISCOVER FINANCIAL SERVICES LLCstock | $13,000 | – | 175 | +100.0% | 0.00% | – |
LUV | New | SOUTHWEST AIRLS CO COMstock | $11,000 | – | 166 | +100.0% | 0.00% | – |
CY | New | CYPRESS SEMICONDUCTRCORPstock | $12,000 | – | 780 | +100.0% | 0.00% | – |
CNSL | New | CONSOLIDATED COMMUNICATIONS HLDGSINC COMstock | $14,000 | – | 1,150 | +100.0% | 0.00% | – |
LUMN | New | CENTURYLINK INC COMstock | $6,000 | – | 366 | +100.0% | 0.00% | – |
NFLX | New | NETFLIX COM INCstock | $7,000 | – | 39 | +100.0% | 0.00% | – |
VIA | New | VIACOM INC CL Astock | $7,000 | – | 200 | +100.0% | 0.00% | – |
BOKF | New | BOK FINANCIAL CORP NEWstock | $6,000 | – | 67 | +100.0% | 0.00% | – |
AIG | New | AMERICAN INTL GROUP INC COM NEWstock | $4,000 | – | 59 | +100.0% | 0.00% | – |
URI | New | UNITED RENTALS INCstock | $9,000 | – | 50 | +100.0% | 0.00% | – |
GLD | New | SPDR GOLD ETFetf | $9,000 | – | 70 | +100.0% | 0.00% | – |
EXC | New | EXELON CORP COMstock | $8,000 | – | 200 | +100.0% | 0.00% | – |
DPS | New | DR PEPPER SNAPPLE GROUP INCstock | $7,000 | – | 70 | +100.0% | 0.00% | – |
TSN | New | TYSON FOODS INC CL Astock | $9,000 | – | 113 | +100.0% | 0.00% | – |
AA | New | ALCOA CORP COMstock | $4,000 | – | 79 | +100.0% | 0.00% | – |
RBA | New | RITCHIE BROS AUCTIONEERSstock | $9,000 | – | 300 | +100.0% | 0.00% | – |
DOV | New | DOVER CORP COMstock | $5,000 | – | 53 | +100.0% | 0.00% | – |
TTE | New | TOTAL SA ADRadr | $4,000 | – | 67 | +100.0% | 0.00% | – |
FUN | New | CEDAR FAIR L P DEP UNITstock | $4,000 | – | 67 | +100.0% | 0.00% | – |
RE | New | EVEREST REINSURANCE GROUP LTDstock | $9,000 | – | 40 | +100.0% | 0.00% | – |
QCOM | New | QUALCOMM INC COMstock | $9,000 | – | 148 | +100.0% | 0.00% | – |
L100PS | New | ARCONIC INC COMstock | $7,000 | – | 247 | +100.0% | 0.00% | – |
IHG | New | INTERCONTINENTAL HOTELS GROUP SPONSORED ADRadr | $8,000 | – | 119 | +100.0% | 0.00% | – |
CRI | New | CARTER INCstock | $5,000 | – | 40 | +100.0% | 0.00% | – |
FFIV | New | F5 NETWORKS INCstock | $5,000 | – | 40 | +100.0% | 0.00% | – |
SIX | New | SIX FLAGS INCstock | $4,000 | – | 67 | +100.0% | 0.00% | – |
AFL | New | AFLAC INC COMstock | $6,000 | – | 72 | +100.0% | 0.00% | – |
FLS | New | FLOWSERVE CORP COMstock | $8,000 | – | 198 | +100.0% | 0.00% | – |
BPMC | New | BLUEPRINT MEDICINES CORP COMstock | $4,000 | – | 50 | +100.0% | 0.00% | – |
COF | New | CAPITAL ONE FINANCIAL CORPstock | $5,000 | – | 46 | +100.0% | 0.00% | – |
KR | New | KROGER CO COMstock | $9,000 | – | 341 | +100.0% | 0.00% | – |
AEP | New | AMERICAN ELEC PWR INC COMstock | $4,000 | – | 60 | +100.0% | 0.00% | – |
MUFG | New | MITSUBISHI UFJ FINL GROUP INC SPONSOREDadr | $9,000 | – | 1,200 | +100.0% | 0.00% | – |
EA | New | ELECTRONICS ARTSstock | $5,000 | – | 50 | +100.0% | 0.00% | – |
VXF | New | VANGUARD EXTENDED MARKET ETFetf | $4,000 | – | 40 | +100.0% | 0.00% | – |
CC | New | CHEMOURS CO COMstock | $4,000 | – | 82 | +100.0% | 0.00% | – |
HST | New | HOST MARRIOTT CORP NEW REITreit | $4,000 | – | 209 | +100.0% | 0.00% | – |
HII | New | HUNTINGTON INGALLS INDS INC COMstock | $9,000 | – | 40 | +100.0% | 0.00% | – |
BSV | New | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $7,000 | – | 86 | +100.0% | 0.00% | – |
BIV | New | VANGUARD INTERMEDIATE-TERM BONDetf | $7,000 | – | 80 | +100.0% | 0.00% | – |
BLV | New | VANGUARD BOND INDEX FUND INC LONG TERM BD ETFetf | $7,000 | – | 71 | +100.0% | 0.00% | – |
SIRI | New | SIRIUS XM RADIO INCstock | $3,000 | – | 550 | +100.0% | 0.00% | – |
ATVI | New | ACTIVISION INCstock | $1,000 | – | 8 | +100.0% | 0.00% | – |
ADBE | New | ADOBE SYS INCstock | $1,000 | – | 5 | +100.0% | 0.00% | – |
AAP | New | ADVANCE AUTO PARTS INCstock | $0 | – | 3 | +100.0% | 0.00% | – |
ASIX | New | ADVANSIX INC COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
AMD | New | ADVANCED MICRO DEVICES INC COMstock | $1,000 | – | 104 | +100.0% | 0.00% | – |
AEG | New | AEGON N V ISIN #US0079241032adr | $1,000 | – | 120 | +100.0% | 0.00% | – |
AET | New | AETNA INC COMstock | $1,000 | – | 4 | +100.0% | 0.00% | – |
A | New | AGILENT TECH INCstock | $0 | – | 4 | +100.0% | 0.00% | – |
APD | New | AIR PRODS & CHEMS INC COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
ALXN | New | ALEXION PHARMA INCstock | $0 | – | 3 | +100.0% | 0.00% | – |
LNT | New | ALLIANT ENERGY CORP COMstock | $1,000 | – | 13 | +100.0% | 0.00% | – |
AAL | New | AMERICAN AIRLS GROUP INC COMstock | $0 | – | 5 | +100.0% | 0.00% | – |
AOBC | New | AMERICAN OUTDOOR BRANDS CORP COMstock | $1,000 | – | 50 | +100.0% | 0.00% | – |
ABC | New | AMERISOURCEBERGEN CORP COMstock | $0 | – | 4 | +100.0% | 0.00% | – |
AME | New | AMETEK INC NEW COMstock | $0 | – | 4 | +100.0% | 0.00% | – |
APC | New | ANADARKO PETE CORPstock | $0 | – | 7 | +100.0% | 0.00% | – |
ADI | New | ANALOG DEVICES INC COMstock | $0 | – | 4 | +100.0% | 0.00% | – |
ANTM | New | ANTHEM INC COMstock | $1,000 | – | 3 | +100.0% | 0.00% | – |
AMAT | New | APPLIED MATLS INC COMstock | $1,000 | – | 11 | +100.0% | 0.00% | – |
ADM | New | ARCHER DANIELS MIDLAND CO COMstock | $0 | – | 6 | +100.0% | 0.00% | – |
ADSK | New | AUTODESK INCstock | $0 | – | 3 | +100.0% | 0.00% | – |
BBT | New | BB&T CORP COMstock | $0 | – | 10 | +100.0% | 0.00% | – |
BLL | New | BALL CORP COMstock | $0 | – | 8 | +100.0% | 0.00% | – |
BK | New | BANK NEW YORK MELLON CORP COMstock | $1,000 | – | 11 | +100.0% | 0.00% | – |
BDX | New | BECTON DICKINSON & CO COMstock | $1,000 | – | 3 | +100.0% | 0.00% | – |
BBBY | New | BED BATH & BEYOND INCstock | $1,000 | – | 60 | +100.0% | 0.00% | – |
BBY | New | BEST BUY INCstock | $0 | – | 4 | +100.0% | 0.00% | – |
BLK | New | BLACKROCK INCstock | $1,000 | – | 2 | +100.0% | 0.00% | – |
BWA | New | BORG WARNER AUTOMOTIVE INCstock | $0 | – | 3 | +100.0% | 0.00% | – |
BXP | New | BOSTON PPTYS INCreit | $0 | – | 3 | +100.0% | 0.00% | – |
CF | New | CF INDUSTRIES HOLDINGS, INC.stock | $1,000 | – | 17 | +100.0% | 0.00% | – |
CI | New | CIGNA CORPstock | $1,000 | – | 3 | +100.0% | 0.00% | – |
CME | New | CHICAGO MERCANTILE HLDGS INCstock | $0 | – | 3 | +100.0% | 0.00% | – |
CMS | New | CMS ENERGY CORP COMstock | $1,000 | – | 13 | +100.0% | 0.00% | – |
CSX | New | CSX CORPstock | $3,000 | – | 50 | +100.0% | 0.00% | – |
COG | New | CABOT OIL & GAS CP COMstock | $0 | – | 5 | +100.0% | 0.00% | – |
CHTR | New | CHARTER COMMUNICATIONS INC NEW CL Astock | $0 | – | 1 | +100.0% | 0.00% | – |
CHD | New | CHURCH & DWIGHT INCstock | $0 | – | 6 | +100.0% | 0.00% | – |
CFG | New | CITIZENS FINL GROUP INC COMstock | $0 | – | 8 | +100.0% | 0.00% | – |
CXO | New | CONCHO RESOURCESstock | $0 | – | 3 | +100.0% | 0.00% | – |
CLR | New | CONTINENTAL RES INC OKLA COMstock | $3,000 | – | 50 | +100.0% | 0.00% | – |
GLW | New | CORNING INC COMstock | $0 | – | 14 | +100.0% | 0.00% | – |
CCI | New | CROWN CASTLE INTL CORPreit | $0 | – | 4 | +100.0% | 0.00% | – |
CMI | New | CUMMINS INC COMstock | $1,000 | – | 3 | +100.0% | 0.00% | – |
DTE | New | DTE ENERGY CO COMstock | $0 | – | 4 | +100.0% | 0.00% | – |
DRI | New | DARDEN RESTAURANTS INCstock | $0 | – | 3 | +100.0% | 0.00% | – |
PLAY | New | DAVE & BUSTERS ENTMT INC COMstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
DVA | New | DAVITA INC COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
DAL | New | DELTA AIR LINES INC DEL CMNstock | $0 | – | 7 | +100.0% | 0.00% | – |
XRAY | New | DENTSPLY SIRONA INCstock | $0 | – | 3 | +100.0% | 0.00% | – |
DVN | New | DEVON ENERGY CORPstock | $0 | – | 6 | +100.0% | 0.00% | – |
DLR | New | DIGITAL REALTY TRUST INCreit | $0 | – | 3 | +100.0% | 0.00% | – |
DISCA | New | DISCOVERY HLDG COstock | $0 | – | 14 | +100.0% | 0.00% | – |
DG | New | DOLLAR GEN CORPstock | $0 | – | 4 | +100.0% | 0.00% | – |
DLTR | New | DOLLAR TREE STORES INCstock | $0 | – | 3 | +100.0% | 0.00% | – |
ECL | New | ECOLAB INC COMstock | $1,000 | – | 4 | +100.0% | 0.00% | – |
EW | New | EDWARDS LIFESCIENCES CORP COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
ETM | New | ENTERCOM COMMUNICATIONS CORP CL Astock | $0 | – | 22 | +100.0% | 0.00% | – |
EQIX | New | EQUINIX INC COM PAR $0.001reit | $0 | – | 1 | +100.0% | 0.00% | – |
EQR | New | EQUITY RESIDENTIALreit | $0 | – | 5 | +100.0% | 0.00% | – |
ES | New | EVERSOURCE ENERGY COMstock | $1,000 | – | 9 | +100.0% | 0.00% | – |
FAST | New | FASTENAL COstock | $0 | – | 5 | +100.0% | 0.00% | – |
FRT | New | FEDERAL REALTY INVT TR SH BEN INT NEWreit | $0 | – | 3 | +100.0% | 0.00% | – |
FDX | New | FEDEX CORPstock | $1,000 | – | 3 | +100.0% | 0.00% | – |
FIS | New | FIDELITY NATL INFO SVCSstock | $0 | – | 4 | +100.0% | 0.00% | – |
FITB | New | FIFTH THIRD BANCORPstock | $0 | – | 14 | +100.0% | 0.00% | – |
FISV | New | FISERV INCstock | $0 | – | 3 | +100.0% | 0.00% | – |
FFC | New | FLAHERTY & CRUMRINE / CLAYMORE PFD SECScef | $0 | – | 0 | +100.0% | 0.00% | – |
GUNR | New | FLEXSHARES TR MORNSTAR UPSTRetf | $0 | – | 0 | +100.0% | 0.00% | – |
FLR | New | FLUOR CORPstock | $0 | – | 4 | +100.0% | 0.00% | – |
FL | New | FOOT LOCKER INC COMstock | $3,000 | – | 65 | +100.0% | 0.00% | – |
FBHS | New | FORTUNE BRANDS HOME & SECURITY INC WIstock | $0 | – | 6 | +100.0% | 0.00% | – |
FSTR | New | LB FOSTER COstock | $3,000 | – | 100 | +100.0% | 0.00% | – |
FCX | New | FREEPORT MCMORAN COPPERstock | $0 | – | 16 | +100.0% | 0.00% | – |
GGP | New | GENERAL GROWTH PPTYS INCreit | $0 | – | 12 | +100.0% | 0.00% | – |
GM | New | GENERAL MOTORS CORPstock | $1,000 | – | 14 | +100.0% | 0.00% | – |
GPRO | New | GOPRO INCstock | $1,000 | – | 150 | +100.0% | 0.00% | – |
HPQ | New | HP INC COMstock | $1,000 | – | 28 | +100.0% | 0.00% | – |
HAL | New | HALLIBURTON CO COMstock | $0 | – | 6 | +100.0% | 0.00% | – |
HASI | New | HANNON ARMSTRONG SUST INFR CAP COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
HRS | New | HARRIS CORP DEL COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
HP | New | HELMERICH & PAYNE INC COMstock | $0 | – | 4 | +100.0% | 0.00% | – |
HRI | New | HERC HLDGS INC COMstock | $2,000 | – | 33 | +100.0% | 0.00% | – |
HPE | New | HEWLETT PACKARD ENTERPRISE CO COMstock | $0 | – | 27 | +100.0% | 0.00% | – |
HOLX | New | HOLOGIC INCstock | $0 | – | 7 | +100.0% | 0.00% | – |
ICE | New | INTERCONTINENTAL EXCHANGE INC COMstock | $0 | – | 6 | +100.0% | 0.00% | – |
IP | New | INTL PAPER CO COMstock | $0 | – | 6 | +100.0% | 0.00% | – |
IPG | New | INTERPUBLIC GROUP COS INC COMstock | $0 | – | 17 | +100.0% | 0.00% | – |
INTU | New | INTUIT INCstock | $0 | – | 3 | +100.0% | 0.00% | – |
ISRG | New | INTUITIVE SURGICAL, INC.stock | $1,000 | – | 2 | +100.0% | 0.00% | – |
IQV | New | IQVIA HOLDINGS INCstock | $0 | – | 4 | +100.0% | 0.00% | – |
JBGS | New | JBG SMITH PPTYS COMreit | $3,000 | – | 100 | +100.0% | 0.00% | – |
JNPR | New | JUNIPER NETWORKS INCstock | $3,000 | – | 100 | +100.0% | 0.00% | – |
KLAC | New | KLA-TENCOR CORPstock | $0 | – | 3 | +100.0% | 0.00% | – |
KSU | New | KANSAS CITY SOUTHERN COM NEWstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
KEY | New | KEYCORP NEW COMstock | $0 | – | 16 | +100.0% | 0.00% | – |
KSS | New | KOHLS CORPstock | $3,000 | – | 50 | +100.0% | 0.00% | – |
LB | New | L BRANDS INC COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
LKQ | New | LKQ CORP COMstock | $0 | – | 5 | +100.0% | 0.00% | – |
LEG | New | LEGGETT & PLATT INC COMstock | $0 | – | 5 | +100.0% | 0.00% | – |
LEN | New | LENNAR CORP CL Astock | $0 | – | 6 | +100.0% | 0.00% | – |
LOGM | New | LOGMEIN INC.stock | $2,000 | – | 18 | +100.0% | 0.00% | – |
MGM | New | MGM RESORTS INTERNATIONALstock | $0 | – | 7 | +100.0% | 0.00% | – |
MRO | New | MARATHON OIL CORP COMstock | $0 | – | 10 | +100.0% | 0.00% | – |
MMC | New | MARSH & MCLENNAN COS INC COMstock | $0 | – | 6 | +100.0% | 0.00% | – |
MFGP | New | MICRO FOCUS INTERNATIONAL PLC SPON ADR NEWadr | $0 | – | 1 | +100.0% | 0.00% | – |
MCHP | New | MICROCHIP TECHNOLOGY INCstock | $0 | – | 3 | +100.0% | 0.00% | – |
MU | New | MICRON TECHNOLOGYstock | $0 | – | 11 | +100.0% | 0.00% | – |
MNST | New | MONSTER BEVERAGE CORPstock | $0 | – | 4 | +100.0% | 0.00% | – |
MSI | New | MOTOROLA SOLUTIONS INC COM NEWstock | $0 | – | 3 | +100.0% | 0.00% | – |
NOV | New | NATIONAL OILWELL VARCO INCstock | $0 | – | 6 | +100.0% | 0.00% | – |
NEM | New | NEWMONT MINING CORP COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
NEE | New | NEXTERA ENERGY INC COMstock | $1,000 | – | 4 | +100.0% | 0.00% | – |
NKE | New | NIKE INC CLASS Bstock | $1,000 | – | 23 | +100.0% | 0.00% | – |
NTRS | New | NORTHERN TR CORP COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
NUE | New | NUCOR CORP COMstock | $0 | – | 5 | +100.0% | 0.00% | – |
NVDA | New | NVIDIA CORPstock | $1,000 | – | 6 | +100.0% | 0.00% | – |
OII | New | OCEANEERING INTL INCstock | $2,000 | – | 80 | +100.0% | 0.00% | – |
OMC | New | OMNICOM GROUP INC COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
PCG | New | PG&E CORP COMstock | $3,000 | – | 66 | +100.0% | 0.00% | – |
PNC | New | PNC FINL SVCS GROUP INC COMstock | $1,000 | – | 5 | +100.0% | 0.00% | – |
PCAR | New | PACCAR INC COMstock | $0 | – | 4 | +100.0% | 0.00% | – |
PAYX | New | PAYCHEX INCstock | $0 | – | 5 | +100.0% | 0.00% | – |
PNW | New | PINNACLE WEST CAP CORP COMstock | $1,000 | – | 7 | +100.0% | 0.00% | – |
PXD | New | PIONEER NATURAL RESOURCES COstock | $1,000 | – | 3 | +100.0% | 0.00% | – |
PCLN | New | PRICELINE.COM INCstock | $2,000 | – | 1 | +100.0% | 0.00% | – |
PGR | New | PROGRESSIVE CORP OHIO COMstock | $1,000 | – | 9 | +100.0% | 0.00% | – |
PLD | New | PROLOGIS SHARE BENEFICIAL INTreit | $0 | – | 6 | +100.0% | 0.00% | – |
UYG | New | PROSHARES TR ULTRA FINLS PROSHARESetf | $0 | – | 0 | +100.0% | 0.00% | – |
PEG | New | PUBLIC SVC ENTERPRISE GROUP COMstock | $0 | – | 8 | +100.0% | 0.00% | – |
DGX | New | QUEST DIAGNOSTICS INCstock | $0 | – | 3 | +100.0% | 0.00% | – |
O | New | REALTY INCOME CORPreit | $0 | – | 6 | +100.0% | 0.00% | – |
ROST | New | ROSS STORES INCstock | $0 | – | 5 | +100.0% | 0.00% | – |
SPGI | New | S&P GLOBAL INC COMstock | $1,000 | – | 3 | +100.0% | 0.00% | – |
SBAC | New | SBA COMMUNICATIONS CPreit | $0 | – | 3 | +100.0% | 0.00% | – |
CRM | New | SALESFORCE COMstock | $1,000 | – | 7 | +100.0% | 0.00% | – |
SBH | New | SALLY BEAUTY HLDGS INC COMstock | $1,000 | – | 70 | +100.0% | 0.00% | – |
SCHW | New | CHARLES SCHWAB CORPstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
SEE | New | SEALED AIR CORP NEW COMstock | $3,000 | – | 70 | +100.0% | 0.00% | – |
SHAK | New | SHAKE SHACK INC CL Astock | $1,000 | – | 30 | +100.0% | 0.00% | – |
SHPG | New | SHIRE PLC ADRadr | $1,000 | – | 8 | +100.0% | 0.00% | – |
SPG | New | SIMON PROPERTY GROUP INCreit | $1,000 | – | 3 | +100.0% | 0.00% | – |
SFM | New | SPROUTS FARMERS MARKET, INC.stock | $1,000 | – | 50 | +100.0% | 0.00% | – |
SWK | New | STANLEY BLACK & DECKER INC COMstock | $1,000 | – | 3 | +100.0% | 0.00% | – |
SBUX | New | STARBUCKS CORPstock | $1,000 | – | 13 | +100.0% | 0.00% | – |
STT | New | STATE STR CORP COMstock | $0 | – | 4 | +100.0% | 0.00% | – |
SYK | New | STRYKER CORPstock | $0 | – | 3 | +100.0% | 0.00% | – |
SYF | New | SYNCHRONY FINL COMstock | $0 | – | 8 | +100.0% | 0.00% | – |
TPR | New | COACH INCstock | $0 | – | 5 | +100.0% | 0.00% | – |
TXN | New | TEXAS INSTRS INC COMstock | $1,000 | – | 9 | +100.0% | 0.00% | – |
TXT | New | TEXTRON INC COMstock | $0 | – | 4 | +100.0% | 0.00% | – |
DDD | New | 3D SYSTEMS CORPORATIONstock | $0 | – | 9 | +100.0% | 0.00% | – |
TMK | New | TORCHMARK CORP COMstock | $1,000 | – | 6 | +100.0% | 0.00% | – |
FOXA | New | TWENTY FIRST CENTY FOX INC CL Astock | $1,000 | – | 23 | +100.0% | 0.00% | – |
TWTR | New | TWITTER INC COMstock | $1,000 | – | 44 | +100.0% | 0.00% | – |
UA | New | UNDER ARMOUR INC CL Cstock | $1,000 | – | 49 | +100.0% | 0.00% | – |
UAL | New | UNITED CONTL HLDGS INCstock | $0 | – | 3 | +100.0% | 0.00% | – |
UHS | New | UNIVERSAL HLTH SVCSstock | $0 | – | 3 | +100.0% | 0.00% | – |
SMB | New | VANECK VECTORS AMT-FREE SHORT MUNICIPAL INDEX ETFetf | $1,000 | – | 67 | +100.0% | 0.00% | – |
MLN | New | VANECK VECTORS AMT-FREE LONG MUNICIPAL INDEX ETFetf | $1,000 | – | 59 | +100.0% | 0.00% | – |
ITM | New | VANECK VECTORS AMT-FREE INTERMEDIATE MUNICIPAL INDEX ETFetf | $1,000 | – | 49 | +100.0% | 0.00% | – |
VXUS | New | VANGUARD TOTAL INTL STOCK IDEX ETFetf | $0 | – | 1 | +100.0% | 0.00% | – |
VT | New | VANGUARD TOTAL WORLD STOCK ETFetf | $3,000 | – | 35 | +100.0% | 0.00% | – |
VAR | New | VARIAN MED SYS INC COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
VTR | New | VENTAS INCreit | $0 | – | 5 | +100.0% | 0.00% | – |
VRSK | New | VERISK ANALYTICS INCCL Astock | $0 | – | 3 | +100.0% | 0.00% | – |
VRTX | New | VERTEX PHARMACEUTICALS INstock | $0 | – | 3 | +100.0% | 0.00% | – |
VNO | New | VORNADO REALTY TRUSTreit | $0 | – | 4 | +100.0% | 0.00% | – |
VMC | New | VULCAN MATLS CO COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
WM | New | WASTE MANAGEMENT INCstock | $0 | – | 5 | +100.0% | 0.00% | – |
WELL | New | HEALTH CARE REIT INCreit | $0 | – | 6 | +100.0% | 0.00% | – |
WDC | New | WESTERN DIGITAL CORP COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
WMB | New | WILLIAMS COS INC DEL COMstock | $0 | – | 8 | +100.0% | 0.00% | – |
WIN | New | WINDSTREAM CORPORATIONstock | $2,000 | – | 1,189 | +100.0% | 0.00% | – |
XEL | New | XCEL ENERGY INC COMstock | $1,000 | – | 15 | +100.0% | 0.00% | – |
XLNX | New | XILINX INCstock | $0 | – | 3 | +100.0% | 0.00% | – |
ZBH | New | ZIMMER BIOMET HOLDINGS INCstock | $0 | – | 3 | +100.0% | 0.00% | – |
ZTS | New | ZOETIS INC COM CL Astock | $0 | – | 4 | +100.0% | 0.00% | – |
AON | New | AON CORPstock | $0 | – | 3 | +100.0% | 0.00% | – |
ACN | New | ACCENTURE PLCstock | $1,000 | – | 6 | +100.0% | 0.00% | – |
DLPH | New | DELPHI TECHNOLOGIES PLC SHSstock | $0 | – | 1 | +100.0% | 0.00% | – |
IR | New | INGERSOLL-RAND PLC SHSstock | $0 | – | 5 | +100.0% | 0.00% | – |
JCI | New | JOHNSON CTLS INCstock | $0 | – | 12 | +100.0% | 0.00% | – |
APTV | New | DELPHI AUTOMOTIVE PLC COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
FTI | New | FMC TECHNOLOGIES INCstock | $0 | – | 6 | +100.0% | 0.00% | – |
PRGO | New | PERRIGO COstock | $0 | – | 3 | +100.0% | 0.00% | – |
SSYS | New | STRATASYS LTDstock | $0 | – | 10 | +100.0% | 0.00% | – |
RACE | New | FERRARI N V COMstock | $3,000 | – | 30 | +100.0% | 0.00% | – |
MYL | New | MYLAN N V SHS EUROstock | $0 | – | 5 | +100.0% | 0.00% | – |
RCL | New | ROYAL CARRIBBEAN CRUISES LTDstock | $0 | – | 3 | +100.0% | 0.00% | – |
AVGO | New | BROADCOM LTD SHSstock | $1,000 | – | 4 | +100.0% | 0.00% | – |
DNB | Exit | DUN & BRADSTREET CORP DEL NEW COMstock | $0 | – | -1,750 | -100.0% | -0.03% | – |
UPLCQ | Exit | ULTRA PETROLEUM CORP COM NEWstock | $0 | – | -24,614 | -100.0% | -0.03% | – |
RDSB | Exit | ROYAL DUTCH SHELL PLC SPON ADR Badr | $0 | – | -4,075 | -100.0% | -0.04% | – |
GEL | Exit | GENESIS ENERGY L P UNIT LTD PARTNstock | $0 | – | -10,420 | -100.0% | -0.04% | – |
LBTYK | Exit | LIBERTY GLOBAL PLC SHS CL Cstock | $0 | – | -15,082 | -100.0% | -0.08% | – |
ADX | Exit | ADAMS DIVERSIFIED EQUITY FD COMcef | $0 | – | -36,139 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 45 | Q3 2023 | 11.0% |
SPDR S&P DIVIDEND ETF | 45 | Q3 2023 | 8.3% |
ISHARES TR | 45 | Q3 2023 | 7.8% |
ISHARES TR | 45 | Q3 2023 | 9.4% |
ISHARES TR | 45 | Q3 2023 | 8.9% |
ISHARES TR | 45 | Q3 2023 | 7.5% |
ISHARES TR | 45 | Q3 2023 | 4.2% |
ISHARES TR | 45 | Q3 2023 | 6.2% |
ISHARES TR | 45 | Q3 2023 | 3.7% |
SPDR S&P 500 TRUST | 45 | Q3 2023 | 4.5% |
View MONETA GROUP INVESTMENT ADVISORS LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-15 |
13F-HR | 2023-11-15 |
13F-HR | 2023-08-15 |
13F-HR | 2023-05-15 |
13F-HR/A | 2023-02-16 |
13F-HR/A | 2023-02-16 |
13F-HR | 2023-02-15 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-11 |
View MONETA GROUP INVESTMENT ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.