$112 Million is the total value of KILEY JUERGENS WEALTH MANAGEMENT, LLC's 735 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 809.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | Microsoft Corp | $8,788,000 | +11.0% | 89,123 | +2.7% | 7.85% | -8.7% |
| ILCG | Buy | Ishares Morningstar Fundmrngstr lg-cp gr | $8,623,000 | +8.1% | 49,369 | +1.4% | 7.70% | -11.0% |
| AAPL | Buy | Apple Inc | $7,219,000 | +11.4% | 39,001 | +1.0% | 6.44% | -8.3% |
| SBUX | Buy | Starbucks Corp | $4,817,000 | -14.0% | 98,623 | +1.9% | 4.30% | -29.2% |
| BRKB | Buy | Berkshire Hathaway Cl Bcl b new | $4,144,000 | -2.5% | 22,207 | +4.2% | 3.70% | -19.7% |
| AMZN | Buy | Amazon Com Inc | $3,884,000 | +23.0% | 2,285 | +4.7% | 3.47% | +1.2% |
| COST | Buy | Costco Whsl Corp New | $3,427,000 | +11.7% | 16,401 | +0.7% | 3.06% | -8.1% |
| HFWA | Sell | Heritage Financial Cp Wa | $3,295,000 | +12.0% | 94,559 | -1.7% | 2.94% | -7.8% |
| BA | Buy | Boeing Co | $2,488,000 | +5.6% | 7,417 | +3.2% | 2.22% | -13.1% |
| GOOGL | Buy | Alphabet Inc. Class Acap stk cl a | $2,389,000 | +17.1% | 2,116 | +7.6% | 2.13% | -3.6% |
| JNJ | Buy | Johnson & Johnson | $2,014,000 | +9.3% | 16,604 | +15.4% | 1.80% | -10.1% |
| BSV | Sell | Vanguard Bond Index Fundshort trm bond | $1,916,000 | -9.8% | 24,510 | -9.5% | 1.71% | -25.8% |
| ILCV | Buy | Ishares Morningstar Fundmrngstr lg-cp vl | $1,540,000 | +1.4% | 15,156 | +1.3% | 1.38% | -16.5% |
| IWM | Buy | Ishares Tr Russellrussell 2000 etf | $1,532,000 | +11.0% | 9,360 | +2.9% | 1.37% | -8.6% |
| INTC | Buy | Intel Corp | $1,360,000 | -0.6% | 27,364 | +4.1% | 1.21% | -18.2% |
| CVX | Sell | Chevron Corporation | $1,208,000 | +10.4% | 9,558 | -0.4% | 1.08% | -9.1% |
| FB | Buy | Facebook Inc Class Acl a | $1,149,000 | +23.7% | 5,915 | +1.7% | 1.03% | +1.8% |
| VZ | Buy | Verizon Communications | $1,143,000 | +9.9% | 22,724 | +4.4% | 1.02% | -9.5% |
| GLD | Spdr Gold TRUST | $1,141,000 | -5.7% | 9,623 | 0.0% | 1.02% | -22.4% | |
| T | Buy | A T & T Inc New | $1,126,000 | +6.0% | 35,091 | +17.7% | 1.00% | -12.8% |
| CAT | Sell | Caterpillar Inc | $1,000,000 | -10.1% | 7,375 | -2.3% | 0.89% | -26.0% |
| DIS | Buy | Disney Walt Co | $957,000 | +20.1% | 9,135 | +15.0% | 0.85% | -1.3% |
| PG | Buy | Procter & Gamble | $939,000 | -1.4% | 12,029 | +0.1% | 0.84% | -18.9% |
| PCAR | Buy | Paccar Inc | $931,000 | +14.5% | 15,027 | +22.3% | 0.83% | -5.8% |
| MMM | Buy | 3m Company | $875,000 | +4.0% | 4,450 | +16.1% | 0.78% | -14.5% |
| GOOG | Buy | Alphabet Inc. Class Ccap stk cl c | $862,000 | +12.2% | 773 | +3.8% | 0.77% | -7.6% |
| VTV | Buy | Vanguard Valuevalue etf | $852,000 | +4.0% | 8,212 | +3.4% | 0.76% | -14.4% |
| CMCSA | Buy | Comcast Corp New Cl Acl a | $804,000 | +12.4% | 24,511 | +17.0% | 0.72% | -7.5% |
| NFLX | Buy | Netflix Inc | $792,000 | +40.4% | 2,025 | +6.0% | 0.71% | +15.5% |
| CSCO | Buy | Cisco Systems Inc | $760,000 | +3.3% | 17,665 | +2.9% | 0.68% | -15.0% |
| DHR | Danaher Corp Del | $754,000 | +0.8% | 7,647 | 0.0% | 0.67% | -17.1% | |
| XLE | Sell | Sector Spdr Engy Selectenergy | $746,000 | +12.5% | 9,826 | -0.2% | 0.67% | -7.4% |
| SPY | Buy | S P D R TRUST Unit SRtr unit | $742,000 | +5.4% | 2,738 | +2.3% | 0.66% | -13.4% |
| COLB | Buy | Columbia Banking Systems | $732,000 | -1.1% | 17,902 | +1.4% | 0.65% | -18.6% |
| VIG | Buy | Vanguard Div Apprciationdiv app etf | $732,000 | +5.8% | 7,203 | +5.1% | 0.65% | -12.9% |
| VXUS | Buy | Vanguard Total Intl Etfvg tl intl stk f | $724,000 | +6.2% | 13,388 | +10.9% | 0.65% | -12.7% |
| NVDA | Buy | Nvidia Corp | $663,000 | +15.7% | 2,801 | +13.1% | 0.59% | -4.8% |
| MCD | Buy | Mc Donalds Corp | $639,000 | +0.3% | 4,080 | +0.0% | 0.57% | -17.4% |
| BAC | Buy | Bank Of America Corp | $632,000 | -6.0% | 22,431 | +0.0% | 0.56% | -22.6% |
| NKE | Buy | Nike Inc Class Bcl b | $609,000 | +19.9% | 7,653 | +0.0% | 0.54% | -1.3% |
| IBB | Buy | Ishares Nasdaq Bio Fdnasdaq biotech | $607,000 | +13.5% | 5,536 | +10.4% | 0.54% | -6.6% |
| PEP | Buy | Pepsico Incorporated | $607,000 | +5.7% | 5,580 | +6.0% | 0.54% | -13.0% |
| DWDP | Buy | Dowdupont Inc | $535,000 | +3.5% | 8,115 | +0.0% | 0.48% | -14.8% |
| VWO | Sell | Vanguard Emerging Marketftse emr mkt etf | $531,000 | -13.1% | 12,594 | -3.2% | 0.47% | -28.5% |
| XOM | Buy | Exxon Mobil Corporation | $512,000 | +12.8% | 6,194 | +1.7% | 0.46% | -7.3% |
| ALK | New | Alaska Air Group Inc De | $492,000 | – | 8,153 | +100.0% | 0.44% | – |
| EEM | Sell | Ishares Msci Emrg Mkt Fdmsci emg mkt etf | $491,000 | -11.2% | 11,336 | -1.2% | 0.44% | -27.0% |
| SDY | Buy | Spdr S&P Dividend Etfs&p divid etf | $491,000 | +7.7% | 5,305 | +6.1% | 0.44% | -11.5% |
| JPM | Buy | Jpmorgan Chase & Co | $477,000 | +37.5% | 4,581 | +44.8% | 0.43% | +13.0% |
| NVG | Nuveen Amt Free Mncpl Cr | $471,000 | +0.6% | 32,303 | 0.0% | 0.42% | -17.1% | |
| BABA | Buy | Alibaba Group Hldg Adrsponsored ads | $464,000 | +10.0% | 2,503 | +8.7% | 0.41% | -9.6% |
| VEA | Buy | Vanguard Ftse Etfftse dev mkt etf | $429,000 | +21.5% | 10,001 | +25.4% | 0.38% | 0.0% |
| AMGN | Amgen Incorporated | $422,000 | +8.2% | 2,288 | 0.0% | 0.38% | -10.9% | |
| PFE | Buy | Pfizer Incorporated | $412,000 | +6.7% | 11,374 | +4.4% | 0.37% | -12.2% |
| IWR | Buy | Ishares Russell Midcaprus mid cap etf | $389,000 | +3.2% | 1,837 | +0.5% | 0.35% | -15.2% |
| BP | Buy | Bp Plc Adrsponsored adr | $383,000 | +18.9% | 8,399 | +5.6% | 0.34% | -2.0% |
| VYM | Vanguard Whitehall Fundshigh div yld | $374,000 | +0.5% | 4,510 | 0.0% | 0.33% | -17.3% | |
| XLF | Buy | Sector Spdr Fincl Selectsbi int-finl | $368,000 | +49.0% | 13,855 | +54.6% | 0.33% | +22.8% |
| COP | Buy | Conocophillips | $367,000 | +22.3% | 5,282 | +4.1% | 0.33% | +0.6% |
| SYF | Buy | Synchrony Financial | $357,000 | +16.3% | 10,722 | +17.0% | 0.32% | -4.2% |
| TSLA | New | Tesla Motors Inc | $350,000 | – | 1,023 | +100.0% | 0.31% | – |
| UNP | Union Pacific Corp | $329,000 | +5.4% | 2,327 | 0.0% | 0.29% | -13.3% | |
| WY | Buy | Weyerhaeuser Co | $320,000 | +18.5% | 8,797 | +13.6% | 0.29% | -2.4% |
| MA | Mastercard Inccl a | $313,000 | +12.2% | 1,597 | 0.0% | 0.28% | -7.9% | |
| WFC | Buy | Wells Fargo & Co New | $299,000 | +5.7% | 5,406 | +0.0% | 0.27% | -13.0% |
| USB | U S Bancorp Del New | $278,000 | -1.1% | 5,575 | 0.0% | 0.25% | -18.7% | |
| BMY | Buy | Bristol-Myers Squibb Co | $271,000 | -10.3% | 4,914 | +2.6% | 0.24% | -26.2% |
| VTI | Vanguard Total Stock Mkttotal stk mkt | $265,000 | +3.5% | 1,893 | 0.0% | 0.24% | -14.7% | |
| KMB | Sell | Kimberly-Clark Corp | $247,000 | -5.0% | 2,350 | -0.8% | 0.22% | -21.6% |
| NAC | Nuveen California Divide | $247,000 | -0.4% | 18,554 | 0.0% | 0.22% | -17.8% | |
| HD | Buy | Home Depot Inc | $245,000 | +15.6% | 1,256 | +5.5% | 0.22% | -4.8% |
| FTV | Fortive Corporation | $240,000 | -0.4% | 3,117 | 0.0% | 0.21% | -18.0% | |
| EFA | Ishares Tr Msci Eafe Fdmsci eafe etf | $236,000 | -4.1% | 3,535 | 0.0% | 0.21% | -21.0% | |
| IBM | New | Intl Business Machines | $230,000 | – | 1,652 | +100.0% | 0.20% | – |
| GE | Sell | General Electric Company | $228,000 | -5.8% | 16,783 | -6.8% | 0.20% | -22.4% |
| FNDF | Sch Fnd Intl Lg Etfschwb fdt int lg | $217,000 | -1.4% | 7,350 | 0.0% | 0.19% | -18.8% | |
| LQD | Sell | Ishares Iboxx Investopiboxx inv cp etf | $212,000 | -4.1% | 1,854 | -1.9% | 0.19% | -21.2% |
| PCK | Pimco Cal Muni Inc Fd II | $207,000 | +1.0% | 25,000 | 0.0% | 0.18% | -16.7% | |
| ED | Consolidated Edison Inc | $202,000 | 0.0% | 2,600 | 0.0% | 0.18% | -17.8% | |
| QDF | New | Flexshares Qual Div Etfqualt divd idx | $196,000 | – | 4,346 | +100.0% | 0.18% | – |
| IWV | New | Ishares Tr Russellrussell 3000 etf | $191,000 | – | 1,181 | +100.0% | 0.17% | – |
| EPD | New | Enterprise Prd Prtnrs Lp | $192,000 | – | 6,966 | +100.0% | 0.17% | – |
| V | New | Visa Inc Cl A | $191,000 | – | 1,448 | +100.0% | 0.17% | – |
| SLV | Buy | Ishares Silver TRUSTishares | $188,000 | +1.1% | 12,472 | +2.9% | 0.17% | -16.8% |
| SCHD | New | Sch US Div Equity Etfus dividend eq | $187,000 | – | 3,803 | +100.0% | 0.17% | – |
| VNQ | New | Vanguard Reitreal estate etf | $183,000 | – | 2,257 | +100.0% | 0.16% | – |
| SCHX | New | Schwab US Large Cap Etfus lrg cap etf | $183,000 | – | 2,818 | +100.0% | 0.16% | – |
| APC | New | Anadarko Petroleum Corp | $182,000 | – | 2,486 | +100.0% | 0.16% | – |
| DE | Deere & Co | $181,000 | -10.0% | 1,300 | 0.0% | 0.16% | -25.7% | |
| VUG | New | Vanguard Growthgrowth etf | $179,000 | – | 1,196 | +100.0% | 0.16% | – |
| UNH | New | Unitedhealth Group Inc | $178,000 | – | 726 | +100.0% | 0.16% | – |
| WAFD | New | Washington Federal Inc | $175,000 | – | 5,367 | +100.0% | 0.16% | – |
| CSX | New | C S X Corp | $173,000 | – | 2,727 | +100.0% | 0.15% | – |
| KR | New | Kroger Company | $173,000 | – | 6,089 | +100.0% | 0.15% | – |
| VO | New | Vanguard Mid Capmid cap etf | $172,000 | – | 1,097 | +100.0% | 0.15% | – |
| ABT | New | Abbott Laboratories | $171,000 | – | 2,813 | +100.0% | 0.15% | – |
| WMT | New | Wal-Mart Stores Inc | $165,000 | – | 1,934 | +100.0% | 0.15% | – |
| UA | New | Under Armour Inccl c | $160,000 | – | 7,600 | +100.0% | 0.14% | – |
| IR | New | Ingersoll Rand Cl A Newf | $154,000 | – | 1,718 | +100.0% | 0.14% | – |
| DHS | New | Wisdomtree Equity Inc Fdus high dividend | $151,000 | – | 2,173 | +100.0% | 0.14% | – |
| MO | New | Altria Group Inc | $149,000 | – | 2,630 | +100.0% | 0.13% | – |
| AXP | New | American Express Company | $148,000 | – | 1,513 | +100.0% | 0.13% | – |
| SCHF | New | Schwab Internationalintl eqty etf | $148,000 | – | 4,480 | +100.0% | 0.13% | – |
| IWF | New | Ishares Tr Russellrus 1000 grw etf | $148,000 | – | 1,031 | +100.0% | 0.13% | – |
| EWA | New | Ishares Msci Etfmsci aust etf | $144,000 | – | 6,402 | +100.0% | 0.13% | – |
| AABA | New | Altaba Incorporated | $143,000 | – | 1,955 | +100.0% | 0.13% | – |
| PSA | New | Public Storage | $142,000 | – | 630 | +100.0% | 0.13% | – |
| IVV | New | Ishares TRUST S&Pcore s&p500 etf | $141,000 | – | 520 | +100.0% | 0.13% | – |
| LLY | New | Lilly Eli & Company | $140,000 | – | 1,652 | +100.0% | 0.12% | – |
| VHT | New | Vanguard Health Carehealth car etf | $138,000 | – | 867 | +100.0% | 0.12% | – |
| SCHV | New | Schwab US Large Capus lcap va etf | $137,000 | – | 2,584 | +100.0% | 0.12% | – |
| LMT | New | Lockheed Martin Corp | $135,000 | – | 457 | +100.0% | 0.12% | – |
| UTX | New | United Technologies Corp | $127,000 | – | 1,019 | +100.0% | 0.11% | – |
| TM | New | Toyota Motor Cp Adr Newf | $125,000 | – | 971 | +100.0% | 0.11% | – |
| HON | New | Honeywell International | $125,000 | – | 871 | +100.0% | 0.11% | – |
| ALL | New | Allstate Corporation | $124,000 | – | 1,368 | +100.0% | 0.11% | – |
| BND | New | Vanguard Bond Index Fundtotal bnd mrkt | $119,000 | – | 1,514 | +100.0% | 0.11% | – |
| JWN | New | Nordstrom Inc | $118,000 | – | 2,286 | +100.0% | 0.10% | – |
| MXIM | New | Maxim Integrated Prods | $117,000 | – | 2,000 | +100.0% | 0.10% | – |
| VLO | New | Valero Energy Corp New | $117,000 | – | 1,064 | +100.0% | 0.10% | – |
| VOO | New | Vanguard S&P 500 Etf | $116,000 | – | 467 | +100.0% | 0.10% | – |
| KEY | New | Keycorp Inc New | $113,000 | – | 5,798 | +100.0% | 0.10% | – |
| KHC | New | Kraft Heinz Company | $113,000 | – | 1,802 | +100.0% | 0.10% | – |
| TWTR | New | Twitter Inc | $113,000 | – | 2,608 | +100.0% | 0.10% | – |
| GSK | New | Glaxosmithkline Plc Adrfsponsored adr | $113,000 | – | 2,812 | +100.0% | 0.10% | – |
| PJP | New | Invesco Dynamicdynmc phrmctls | $112,000 | – | 1,672 | +100.0% | 0.10% | – |
| EIX | New | Edison International | $110,000 | – | 1,752 | +100.0% | 0.10% | – |
| EMR | New | Emerson Electric Co | $105,000 | – | 1,523 | +100.0% | 0.09% | – |
| UL | New | Unilever Plc Adr Newspon adr new | $105,000 | – | 1,903 | +100.0% | 0.09% | – |
| CVS | New | C V S Caremark Corp | $103,000 | – | 1,604 | +100.0% | 0.09% | – |
| F | New | Ford Motor Company New | $101,000 | – | 9,197 | +100.0% | 0.09% | – |
| TXN | New | Texas Instruments Inc | $100,000 | – | 912 | +100.0% | 0.09% | – |
| WM | New | Waste Management Inc Del | $100,000 | – | 1,229 | +100.0% | 0.09% | – |
| BIIB | New | Biogen Idec Inc | $98,000 | – | 339 | +100.0% | 0.09% | – |
| VBK | New | Vanguard Small Cap Grwthsml cp grw etf | $97,000 | – | 555 | +100.0% | 0.09% | – |
| VOOG | New | Vanguard S&P 500 Etf500 grth idx f | $98,000 | – | 676 | +100.0% | 0.09% | – |
| ABBV | New | Abbvie Inc | $96,000 | – | 1,040 | +100.0% | 0.09% | – |
| USO | New | United States Oil Fundunits | $96,000 | – | 6,427 | +100.0% | 0.09% | – |
| NWN | New | Northwest Natural Gas Co | $96,000 | – | 1,516 | +100.0% | 0.09% | – |
| XLK | New | Sector Spdr Tech Selecttechnology | $96,000 | – | 1,394 | +100.0% | 0.09% | – |
| VGSH | New | Vanguard Short-Term Etfshort term treas | $94,000 | – | 1,581 | +100.0% | 0.08% | – |
| DES | New | Wisdomtree Smallcap Divus smallcap divd | $94,000 | – | 3,194 | +100.0% | 0.08% | – |
| K | New | Kellogg Company | $94,000 | – | 1,349 | +100.0% | 0.08% | – |
| SCHA | New | Schwab US Small Cap Etfus sml cap etf | $93,000 | – | 1,273 | +100.0% | 0.08% | – |
| ADX | New | Adams Express Co | $92,000 | – | 6,000 | +100.0% | 0.08% | – |
| NOC | New | Northrop Grumman Corp | $92,000 | – | 300 | +100.0% | 0.08% | – |
| BDX | New | Becton Dickinson & Co | $91,000 | – | 381 | +100.0% | 0.08% | – |
| CME | New | Cme Group Inc Cl A | $90,000 | – | 555 | +100.0% | 0.08% | – |
| SLB | New | Schlumberger Ltd | $87,000 | – | 1,307 | +100.0% | 0.08% | – |
| FCX | New | Freeport Mcmoran Coppercl b | $86,000 | – | 4,998 | +100.0% | 0.08% | – |
| PFG | New | Principal Financial Grp | $85,000 | – | 1,617 | +100.0% | 0.08% | – |
| FTHI | New | First TRUST High Incomebuywrit incm etf | $85,000 | – | 3,781 | +100.0% | 0.08% | – |
| PM | New | Philip Morris Intl Inc | $83,000 | – | 1,031 | +100.0% | 0.07% | – |
| AUY | Yamana Gold Inc | $83,000 | +5.1% | 28,800 | 0.0% | 0.07% | -14.0% | |
| DVY | New | Ishares Dj Select Div Fdselect divid etf | $83,000 | – | 850 | +100.0% | 0.07% | – |
| IEV | New | Ishares S&P Euro 350 Idxeurope etf | $82,000 | – | 1,842 | +100.0% | 0.07% | – |
| DOL | New | Wisdomtree Intl Lrgcp Dvintl lrgcap dv | $81,000 | – | 1,706 | +100.0% | 0.07% | – |
| MDY | New | Spdr S&P Midcap 400 Etfutser1 s&pdcrp | $80,000 | – | 228 | +100.0% | 0.07% | – |
| AVA | New | Avista Corporation | $80,000 | – | 1,532 | +100.0% | 0.07% | – |
| ITW | New | Illinois Tool Works Inc | $78,000 | – | 569 | +100.0% | 0.07% | – |
| TSBK | New | Timberland Bancorp | $78,000 | – | 2,100 | +100.0% | 0.07% | – |
| BTI | New | Brit Amer Tobacco Adrsponsored adr | $75,000 | – | 1,501 | +100.0% | 0.07% | – |
| EOG | New | E O G Resources Inc | $74,000 | – | 602 | +100.0% | 0.07% | – |
| MMP | New | Magellan Midstream P Lp | $73,000 | – | 1,065 | +100.0% | 0.06% | – |
| DLS | New | Wisdomtree Intl Smcp Divintl smcap div | $73,000 | – | 1,019 | +100.0% | 0.06% | – |
| PSX | New | Phillips | $72,000 | – | 648 | +100.0% | 0.06% | – |
| ORCL | New | Oracle Corporation | $70,000 | – | 1,607 | +100.0% | 0.06% | – |
| FEYE | New | Fireeye Inc | $70,000 | – | 4,550 | +100.0% | 0.06% | – |
| RDSB | New | Royal Dutch Shell B Adrfspon adr b | $70,000 | – | 975 | +100.0% | 0.06% | – |
| FNDX | New | Sch Fnd US Lg Etfschwab fdt us lg | $67,000 | – | 1,810 | +100.0% | 0.06% | – |
| XLY | New | Sector Spdr Consumer Fdsbi cons discr | $67,000 | – | 613 | +100.0% | 0.06% | – |
| PYPL | New | Paypal Holdings Inco | $66,000 | – | 802 | +100.0% | 0.06% | – |
| IWD | New | Ishares Russell 1000 Valrus 1000 val etf | $65,000 | – | 536 | +100.0% | 0.06% | – |
| ENB | New | Enbridge Inc | $65,000 | – | 1,825 | +100.0% | 0.06% | – |
| NBL | New | Noble Energy Inc | $65,000 | – | 1,850 | +100.0% | 0.06% | – |
| DEM | New | Wisdomtree Emerging Mktsemer mkt high fd | $64,000 | – | 1,502 | +100.0% | 0.06% | – |
| GIS | New | General Mills Inc | $64,000 | – | 1,449 | +100.0% | 0.06% | – |
| IEMG | New | Ishares Core Mscicore msci emkt | $63,000 | – | 1,212 | +100.0% | 0.06% | – |
| EPP | New | Ishares Msci Pac Ex Japnmsci pac jp etf | $63,000 | – | 1,390 | +100.0% | 0.06% | – |
| IVW | New | Ishares S&P 500 Growths&p 500 grwt etf | $62,000 | – | 386 | +100.0% | 0.06% | – |
| KO | New | Coca Cola Company | $62,000 | – | 1,417 | +100.0% | 0.06% | – |
| CNQ | New | Canadian Natural Res | $60,000 | – | 1,674 | +100.0% | 0.05% | – |
| DAL | New | Delta Air Lines Inc | $60,000 | – | 1,225 | +100.0% | 0.05% | – |
| SCHB | New | Schwab US Broad Marketus brd mkt etf | $61,000 | – | 932 | +100.0% | 0.05% | – |
| NVS | New | Novartis A G Spon Adrsponsored adr | $58,000 | – | 778 | +100.0% | 0.05% | – |
| IJR | New | Ishares Core S&P Etfcore s&p scp etf | $58,000 | – | 701 | +100.0% | 0.05% | – |
| IUSG | New | Ishares Tr Russellcore s&p us gwt | $58,000 | – | 1,027 | +100.0% | 0.05% | – |
| COF | New | Capital One Financial Cp | $58,000 | – | 633 | +100.0% | 0.05% | – |
| FDX | New | Fedex Corporation | $57,000 | – | 252 | +100.0% | 0.05% | – |
| NRO | Neuberger Berman Re Fund | $56,000 | +7.7% | 11,045 | 0.0% | 0.05% | -10.7% | |
| RDSA | New | Royal Dutch Shell A Adrfspons adr a | $56,000 | – | 810 | +100.0% | 0.05% | – |
| MET | New | Metlife Inc | $56,000 | – | 1,300 | +100.0% | 0.05% | – |
| PXD | New | Pioneer Natural Res Co | $56,000 | – | 296 | +100.0% | 0.05% | – |
| CMI | New | Cummins Inc | $56,000 | – | 425 | +100.0% | 0.05% | – |
| ADM | New | Archer-Daniels-Midlnd Co | $55,000 | – | 1,200 | +100.0% | 0.05% | – |
| LVS | New | Las Vegas Sands Corp | $54,000 | – | 716 | +100.0% | 0.05% | – |
| IJK | New | Ishares S&P Midcaps&p mc 400gr etf | $54,000 | – | 244 | +100.0% | 0.05% | – |
| IWY | New | Ishares Russell Top Etfrus tp200 gr etf | $54,000 | – | 691 | +100.0% | 0.05% | – |
| BGGSQ | New | Briggs & Stratton Co | $53,000 | – | 3,019 | +100.0% | 0.05% | – |
| DVN | New | Devon Energy Cp New | $52,000 | – | 1,192 | +100.0% | 0.05% | – |
| CSQ | New | Calamos Strgc Tot Ret Fd | $52,000 | – | 4,156 | +100.0% | 0.05% | – |
| DLR | New | Digital Realty TRUST | $51,000 | – | 458 | +100.0% | 0.05% | – |
| MRO | New | Marathon Oil Corp | $51,000 | – | 2,489 | +100.0% | 0.05% | – |
| TRV | New | Travelers Companies Inc | $50,000 | – | 414 | +100.0% | 0.04% | – |
| ZTS | New | Zoetis Inccl a | $49,000 | – | 582 | +100.0% | 0.04% | – |
| VV | New | Vanguard Large Caplarge cap etf | $49,000 | – | 396 | +100.0% | 0.04% | – |
| EBAY | New | Ebay Inc | $48,000 | – | 1,333 | +100.0% | 0.04% | – |
| CTSH | New | Cognizant Tech Sol Cl Acl a | $48,000 | – | 620 | +100.0% | 0.04% | – |
| SCHE | New | Schwab Emerging Marketsemrg mkteq etf | $48,000 | – | 1,884 | +100.0% | 0.04% | – |
| HSBC | New | Hsbc Hldgs Plc Adr Newspon adr new | $47,000 | – | 1,012 | +100.0% | 0.04% | – |
| IEFA | New | Ishares Core Msci Eafecore msci eafe | $46,000 | – | 732 | +100.0% | 0.04% | – |
| WTR | New | Aqua America Inc | $46,000 | – | 1,325 | +100.0% | 0.04% | – |
| RMD | New | Resmed Inc | $46,000 | – | 447 | +100.0% | 0.04% | – |
| VOE | New | Vanguard Mid Cap Valuemcap vl idxvip | $46,000 | – | 417 | +100.0% | 0.04% | – |
| APA | New | Apache Corp | $45,000 | – | 970 | +100.0% | 0.04% | – |
| ABC | New | Amerisourcebergen Corp | $44,000 | – | 516 | +100.0% | 0.04% | – |
| LUMN | New | Centurytel Inc | $44,000 | – | 2,395 | +100.0% | 0.04% | – |
| ALXN | New | Alexion Pharma Inc | $41,000 | – | 333 | +100.0% | 0.04% | – |
| X | New | United States Steel Corp | $41,000 | – | 1,200 | +100.0% | 0.04% | – |
| RQI | New | Cohen & Steers Quality | $42,000 | – | 3,500 | +100.0% | 0.04% | – |
| VEU | New | Vanguard Intl Eqty Indexallwrld ex us | $42,000 | – | 817 | +100.0% | 0.04% | – |
| IWN | New | Ishares Tr Russellrus 2000 val etf | $42,000 | – | 325 | +100.0% | 0.04% | – |
| STWD | New | Starwood Ppty TRUST Inc | $42,000 | – | 1,960 | +100.0% | 0.04% | – |
| IYF | New | Ishares Tr Dj US Finlu.s. finls etf | $41,000 | – | 351 | +100.0% | 0.04% | – |
| OKE | New | Oneok Inc New | $41,000 | – | 591 | +100.0% | 0.04% | – |
| ING | New | I N G Groep N V Adrsponsored adr | $41,000 | – | 2,928 | +100.0% | 0.04% | – |
| HBAN | New | Huntington Bancshs Inc | $41,000 | – | 2,800 | +100.0% | 0.04% | – |
| HOG | New | Harley Davidson Inc | $42,000 | – | 1,000 | +100.0% | 0.04% | – |
| FXI | New | Ishares TRUST Index Fundchina lg-cap etf | $40,000 | – | 942 | +100.0% | 0.04% | – |
| HES | New | Hess Corporation | $40,000 | – | 600 | +100.0% | 0.04% | – |
| ACN | New | Accenture Plc Cl A | $40,000 | – | 245 | +100.0% | 0.04% | – |
| BREW | New | Craft Brewers Alliance | $39,000 | – | 1,914 | +100.0% | 0.04% | – |
| NTRS | New | Northern TRUST Corp | $39,000 | – | 382 | +100.0% | 0.04% | – |
| GPC | New | Genuine Parts Co | $39,000 | – | 433 | +100.0% | 0.04% | – |
| SWK | New | Stanley Black & Decker | $38,000 | – | 292 | +100.0% | 0.03% | – |
| TMO | New | Thermo Fisher Scientific | $38,000 | – | 186 | +100.0% | 0.03% | – |
| IWO | New | Ishares Tr Russellrus 2000 grw etf | $38,000 | – | 189 | +100.0% | 0.03% | – |
| WBA | New | Walgreens Boots Allianc | $38,000 | – | 648 | +100.0% | 0.03% | – |
| AET | New | Aetna Inc New | $38,000 | – | 212 | +100.0% | 0.03% | – |
| VOOV | New | Vanguard S&P 500 Etf500 val idx fd | $38,000 | – | 359 | +100.0% | 0.03% | – |
| NEM | New | Newmont Mining Corp | $37,000 | – | 1,000 | +100.0% | 0.03% | – |
| DRI | New | Darden Restaurants Inc | $36,000 | – | 344 | +100.0% | 0.03% | – |
| YUM | New | Yum Brands Inc | $36,000 | – | 465 | +100.0% | 0.03% | – |
| AIG | New | American Intl Group New | $36,000 | – | 689 | +100.0% | 0.03% | – |
| KSU | New | Kansas City Southern | $36,000 | – | 348 | +100.0% | 0.03% | – |
| ADBE | New | Adobe Systems Inc | $36,000 | – | 149 | +100.0% | 0.03% | – |
| DEO | New | Diageo Plc New Adrspon adr new | $35,000 | – | 245 | +100.0% | 0.03% | – |
| VGK | New | Vanguard Msci Europeanftse europe etf | $34,000 | – | 607 | +100.0% | 0.03% | – |
| OAK | New | Oaktree Cap Grp Llcunit cl a | $34,000 | – | 853 | +100.0% | 0.03% | – |
| ANTM | New | Anthem Inc | $34,000 | – | 147 | +100.0% | 0.03% | – |
| FFIV | New | F5 Networks Inc | $34,000 | – | 200 | +100.0% | 0.03% | – |
| JCI | New | Johnson Controls International | $33,000 | – | 1,012 | +100.0% | 0.03% | – |
| WDAY | New | Workday Inc Cl Acl a | $32,000 | – | 265 | +100.0% | 0.03% | – |
| EXC | New | Exelon Corporation | $32,000 | – | 771 | +100.0% | 0.03% | – |
| IONS | New | Ionis Pharmaceutical | $32,000 | – | 790 | +100.0% | 0.03% | – |
| VCSH | New | Vanguard Corp Bond Etfshrt trm corp bd | $33,000 | – | 432 | +100.0% | 0.03% | – |
| TRGP | New | Targa Resources Corp | $32,000 | – | 651 | +100.0% | 0.03% | – |
| TTE | New | Total S A Adrsponsored adr | $32,000 | – | 531 | +100.0% | 0.03% | – |
| BHP | New | Bhp Billiton Ltd Adrsponsored adr | $32,000 | – | 650 | +100.0% | 0.03% | – |
| FR | New | First Industrial Rlty Tr | $33,000 | – | 1,000 | +100.0% | 0.03% | – |
| LIT | New | Global X Lithium Batterylithium btry etf | $31,000 | – | 955 | +100.0% | 0.03% | – |
| MDLZ | New | Mondelez Intl Inc Cl Acl a | $31,000 | – | 772 | +100.0% | 0.03% | – |
| VB | New | Vanguard Small Capsmall cp etf | $31,000 | – | 205 | +100.0% | 0.03% | – |
| CL | New | Colgate-Palmolive Co | $31,000 | – | 485 | +100.0% | 0.03% | – |
| AWK | New | American Water Works Co | $31,000 | – | 363 | +100.0% | 0.03% | – |
| BEP | New | Brookfield Renew Ptr Lppartnership unit | $30,000 | – | 1,000 | +100.0% | 0.03% | – |
| GWX | New | Spdr S&P Internationals&p intl smlcp | $30,000 | – | 900 | +100.0% | 0.03% | – |
| SQ | New | Square Inccl a | $30,000 | – | 500 | +100.0% | 0.03% | – |
| CAG | New | Conagra Foods Inc | $30,000 | – | 850 | +100.0% | 0.03% | – |
| AZN | New | Astrazeneca Plc Adrsponsored adr | $30,000 | – | 876 | +100.0% | 0.03% | – |
| BPT | New | B P Prudhoe Bay Rlty Trunit ben int | $29,000 | – | 1,000 | +100.0% | 0.03% | – |
| RBA | New | Ritchie Bros Auctioneerf | $29,000 | – | 865 | +100.0% | 0.03% | – |
| NS | New | Nustar Energy Lp | $29,000 | – | 1,306 | +100.0% | 0.03% | – |
| CBRL | New | Cracker Barrel Old Count | $28,000 | – | 182 | +100.0% | 0.02% | – |
| CCL | New | Carnival Corp Newunit 99/99/9999 | $28,000 | – | 500 | +100.0% | 0.02% | – |
| BKR | New | Baker Hughes A G E Ccl a | $28,000 | – | 859 | +100.0% | 0.02% | – |
| ISRG | New | Intuitive Surgical New | $28,000 | – | 60 | +100.0% | 0.02% | – |
| ZNOG | New | Zion Oil & Gas Inc | $27,000 | – | 6,700 | +100.0% | 0.02% | – |
| IJH | New | Ishares Core S&P Mid Capcore s&p mcp etf | $27,000 | – | 142 | +100.0% | 0.02% | – |
| TRN | New | Trinity Industries Inc | $27,000 | – | 800 | +100.0% | 0.02% | – |
| NCR | New | N C R Corp New | $26,000 | – | 900 | +100.0% | 0.02% | – |
| BSX | New | Boston Scientific Corp | $26,000 | – | 800 | +100.0% | 0.02% | – |
| ADP | New | Auto Data Processing | $26,000 | – | 200 | +100.0% | 0.02% | – |
| HAL | New | Halliburton Co Hldg Co | $26,000 | – | 586 | +100.0% | 0.02% | – |
| GLW | New | Corning Inc | $26,000 | – | 967 | +100.0% | 0.02% | – |
| HQH | New | Tekla Hlthcr Invsh ben int | $26,000 | – | 1,250 | +100.0% | 0.02% | – |
| SU | New | Suncor Energy Inc New | $26,000 | – | 647 | +100.0% | 0.02% | – |
| NAD | New | Nuveen Dividend Advantag | $26,000 | – | 2,000 | +100.0% | 0.02% | – |
| DVMT | New | Dell Technologies In | $25,000 | – | 306 | +100.0% | 0.02% | – |
| SCHG | New | Schw US Lcap Gro Etfus lcap gr etf | $25,000 | – | 334 | +100.0% | 0.02% | – |
| TSN | New | Tyson Foods Inccl a | $25,000 | – | 370 | +100.0% | 0.02% | – |
| RSP | New | Invesco S&P 500 Equals&p500 eql wgt | $25,000 | – | 250 | +100.0% | 0.02% | – |
| FRT | New | Federal Rlty Invt Tr Sbish ben int new | $25,000 | – | 200 | +100.0% | 0.02% | – |
| GS | New | Goldman Sachs Group Inc | $25,000 | – | 116 | +100.0% | 0.02% | – |
| ROK | New | Rockwell Automation Inc | $24,000 | – | 148 | +100.0% | 0.02% | – |
| ITA | New | Ishares US Aerospaceus aer def etf | $24,000 | – | 127 | +100.0% | 0.02% | – |
| TXT | New | Textron Incorporated | $23,000 | – | 357 | +100.0% | 0.02% | – |
| VIAB | New | Viacom Inc Cl B Newcl b | $23,000 | – | 765 | +100.0% | 0.02% | – |
| SNY | New | Sanofi Aventis Adrsponsored adr | $24,000 | – | 608 | +100.0% | 0.02% | – |
| CHKP | New | Check Pt Software Techord | $24,000 | – | 249 | +100.0% | 0.02% | – |
| SWKS | New | Skyworks Solutions Inc | $23,000 | – | 238 | +100.0% | 0.02% | – |
| FAST | New | Fastenal Co | $23,000 | – | 483 | +100.0% | 0.02% | – |
| HAS | New | Hasbro Inc | $24,000 | – | 267 | +100.0% | 0.02% | – |
| DIM | New | Wisdomtree Intl Mdcp Divintl midcap dv | $24,000 | – | 380 | +100.0% | 0.02% | – |
| HSY | New | Hershey Company | $23,000 | – | 255 | +100.0% | 0.02% | – |
| AEIS | New | Advanced Energy Ind | $23,000 | – | 400 | +100.0% | 0.02% | – |
| GDV | New | Gabelli Dividend & Incom | $22,000 | – | 1,000 | +100.0% | 0.02% | – |
| DGS | New | Wisdomtree TRUSTemg mkts smcap | $22,000 | – | 478 | +100.0% | 0.02% | – |
| NUE | New | Nucor Corp | $22,000 | – | 360 | +100.0% | 0.02% | – |
| HYS | New | Pimco Etf0-5 high yield | $22,000 | – | 223 | +100.0% | 0.02% | – |
| UPS | New | United Parcel Service Bcl b | $22,000 | – | 211 | +100.0% | 0.02% | – |
| TGT | New | Target Corporation | $22,000 | – | 290 | +100.0% | 0.02% | – |
| ALLE | New | Allegion Public Ltd Co | $22,000 | – | 285 | +100.0% | 0.02% | – |
| OC | New | Owens Corning Inc | $22,000 | – | 359 | +100.0% | 0.02% | – |
| BR | New | Broadridge Finl Solu | $22,000 | – | 195 | +100.0% | 0.02% | – |
| CORP | New | Pimco Exch Traded Fundinv grd crp bd | $21,000 | – | 215 | +100.0% | 0.02% | – |
| GILD | New | Gilead Sciences Inc | $21,000 | – | 301 | +100.0% | 0.02% | – |
| DON | New | Wisdomtree US Midcapus midcap divid | $21,000 | – | 600 | +100.0% | 0.02% | – |
| BLE | New | Blackrock Municipal Inco | $21,000 | – | 1,500 | +100.0% | 0.02% | – |
| VTR | New | Ventas Inc | $21,000 | – | 385 | +100.0% | 0.02% | – |
| OHI | New | Omega Hlthcare Invs Inc | $21,000 | – | 700 | +100.0% | 0.02% | – |
| NVO | New | Novo-Nordisk A-S Adradr | $21,000 | – | 465 | +100.0% | 0.02% | – |
| AEP | New | Amer Electric Pwr Co Inc | $20,000 | – | 300 | +100.0% | 0.02% | – |
| TJX | New | T J X Cos Inc | $20,000 | – | 220 | +100.0% | 0.02% | – |
| MIC | New | Macquarie Infrastruc | $20,000 | – | 475 | +100.0% | 0.02% | – |
| APH | New | Amphenol Corpcl a | $20,000 | – | 235 | +100.0% | 0.02% | – |
| VIOG | New | Vanguard S&P Small Capsmlcp 600 grth | $20,000 | – | 127 | +100.0% | 0.02% | – |
| CNI | New | Canadian Natl Ry Co | $20,000 | – | 250 | +100.0% | 0.02% | – |
| TPR | New | Tapestry Inc | $20,000 | – | 439 | +100.0% | 0.02% | – |
| CNDT | New | Conduent Incorporate | $20,000 | – | 1,103 | +100.0% | 0.02% | – |
| SCHW | New | The Charles Schwab Corp | $19,000 | – | 383 | +100.0% | 0.02% | – |
| PII | New | Polaris Industries Inc | $19,000 | – | 162 | +100.0% | 0.02% | – |
| BIP | New | Brookfield Infra Ptnrslp int unit | $19,000 | – | 513 | +100.0% | 0.02% | – |
| SSRM | New | S S R Mining Inc | $19,000 | – | 2,000 | +100.0% | 0.02% | – |
| SCHZ | New | Schwab US Aggregate Bondus aggregate b | $19,000 | – | 387 | +100.0% | 0.02% | – |
| LW | New | Lamb Weston Holdings | $19,000 | – | 283 | +100.0% | 0.02% | – |
| AMAT | New | Applied Materials Inc | $19,000 | – | 426 | +100.0% | 0.02% | – |
| AGG | New | Ishares Core Total Etfcore us aggbd et | $18,000 | – | 173 | +100.0% | 0.02% | – |
| PRU | New | Prudential Financial Inc | $18,000 | – | 195 | +100.0% | 0.02% | – |
| IYE | New | Ishares Tr Dj US Energyu.s. energy etf | $18,000 | – | 450 | +100.0% | 0.02% | – |
| LYB | New | Lyondellbasell Inds | $18,000 | – | 167 | +100.0% | 0.02% | – |
| QQQX | New | Nuveen Nasdaq 100 Dynami | $18,000 | – | 702 | +100.0% | 0.02% | – |
| PHO | New | Invesco Water Resourceswater res etf | $18,000 | – | 600 | +100.0% | 0.02% | – |
| IEP | New | Icahn Enterprises Lpdepositary unit | $18,000 | – | 256 | +100.0% | 0.02% | – |
| GMF | New | Spdr S&P Emerging Asiaasia pacif etf | $18,000 | – | 183 | +100.0% | 0.02% | – |
| BIDU | New | Baidu Inc Adrspon adr rep a | $18,000 | – | 76 | +100.0% | 0.02% | – |
| CTAS | New | Cintas Corp | $18,000 | – | 100 | +100.0% | 0.02% | – |
| STI | New | Suntrust Banks Inc | $18,000 | – | 275 | +100.0% | 0.02% | – |
| EVN | New | Eaton Vance Municipal Insh ben int | $17,000 | – | 1,500 | +100.0% | 0.02% | – |
| CRM | New | Salesforce Com | $17,000 | – | 130 | +100.0% | 0.02% | – |
| HE | New | Hawaiian Elec Industries | $17,000 | – | 500 | +100.0% | 0.02% | – |
| TIP | New | Ishares Tr Barclays Tipstips bd etf | $17,000 | – | 154 | +100.0% | 0.02% | – |
| CAH | New | Cardinal Health Inc | $17,000 | – | 359 | +100.0% | 0.02% | – |
| BLK | New | Blackrock Inc | $17,000 | – | 36 | +100.0% | 0.02% | – |
| EDIT | New | Editas Medicine Inco | $17,000 | – | 500 | +100.0% | 0.02% | – |
| MSI | New | Motorola Solutions Inc | $17,000 | – | 149 | +100.0% | 0.02% | – |
| MGM | New | Mgm Mirage | $17,000 | – | 600 | +100.0% | 0.02% | – |
| LOW | New | Lowes Companies Inc | $17,000 | – | 178 | +100.0% | 0.02% | – |
| HPE | New | Hewlett Packard Ente | $16,000 | – | 1,152 | +100.0% | 0.01% | – |
| CRL | New | Charles River Labs | $16,000 | – | 143 | +100.0% | 0.01% | – |
| WST | New | West Pharm Srvc Inc | $16,000 | – | 162 | +100.0% | 0.01% | – |
| SPLV | New | Invesco S&P 500 Lows&p500 low vol | $16,000 | – | 340 | +100.0% | 0.01% | – |
| CFG | New | Citizens Financial Group | $16,000 | – | 425 | +100.0% | 0.01% | – |
| MSCI | New | Msci Inc | $16,000 | – | 100 | +100.0% | 0.01% | – |
| MFC | New | Manulife Financial Corpf | $16,000 | – | 907 | +100.0% | 0.01% | – |
| FRC | New | First Republic Bank | $16,000 | – | 175 | +100.0% | 0.01% | – |
| EEP | New | Enbridge Energy Ptnrs Lp | $16,000 | – | 1,500 | +100.0% | 0.01% | – |
| NXPI | New | Nxp Semiconductors Nv | $16,000 | – | 150 | +100.0% | 0.01% | – |
| RPM | New | Rpm International | $15,000 | – | 261 | +100.0% | 0.01% | – |
| GD | New | General Dynamics Corp | $15,000 | – | 82 | +100.0% | 0.01% | – |
| MU | New | Micron Technology Inc | $15,000 | – | 300 | +100.0% | 0.01% | – |
| AOR | New | Ishares Growth Allocgrwt allocat etf | $15,000 | – | 341 | +100.0% | 0.01% | – |
| YUMC | New | Yum China Holdings I | $15,000 | – | 406 | +100.0% | 0.01% | – |
| PEG | New | Pub Svc Ent Group Inc | $15,000 | – | 295 | +100.0% | 0.01% | – |
| OIA | New | Invesco Muni Incm Opptys | $15,000 | – | 2,000 | +100.0% | 0.01% | – |
| TBI | New | Trueblue Inc | $15,000 | – | 561 | +100.0% | 0.01% | – |
| GGG | New | Graco Incorporated | $15,000 | – | 345 | +100.0% | 0.01% | – |
| VMI | New | Valmont Industries Inc | $15,000 | – | 100 | +100.0% | 0.01% | – |
| CHCO | New | City Holding Co | $15,000 | – | 200 | +100.0% | 0.01% | – |
| JXI | New | Ishares Global Utilsglob utilits etf | $15,000 | – | 323 | +100.0% | 0.01% | – |
| FITB | New | Fifth Third Bancorp | $15,000 | – | 525 | +100.0% | 0.01% | – |
| OMC | New | Omnicom Group Inc | $15,000 | – | 200 | +100.0% | 0.01% | – |
| LUV | New | Southwest Airlines | $15,000 | – | 300 | +100.0% | 0.01% | – |
| RWX | New | Spdr Dow Jones Intldj intl rl etf | $15,000 | – | 406 | +100.0% | 0.01% | – |
| SYY | New | Sysco Corporation | $15,000 | – | 233 | +100.0% | 0.01% | – |
| HIG | New | Hartford Finl Svcs Grp | $14,000 | – | 289 | +100.0% | 0.01% | – |
| RWO | New | Spdr Index Shares Funddj glb rl es etf | $13,000 | – | 282 | +100.0% | 0.01% | – |
| ACM | New | Aecom | $13,000 | – | 400 | +100.0% | 0.01% | – |
| SPYV | New | Spdr S&P 500 Value Etfprtflo s&p500 vl | $14,000 | – | 484 | +100.0% | 0.01% | – |
| DIA | New | Spdr Dow Jones Indl Avgut ser 1 | $14,000 | – | 60 | +100.0% | 0.01% | – |
| SON | New | Sonoco Products Co | $14,000 | – | 267 | +100.0% | 0.01% | – |
| PAYX | New | Paychex Inc | $14,000 | – | 218 | +100.0% | 0.01% | – |
| LNT | New | Alliant Energy Corp | $14,000 | – | 350 | +100.0% | 0.01% | – |
| AEG | New | Aegon Nv Ord Reg Amerny registry sh | $14,000 | – | 2,485 | +100.0% | 0.01% | – |
| BOE | New | Blackrock Global Opp | $13,000 | – | 1,215 | +100.0% | 0.01% | – |
| RGA | New | Reinsurance Gp Amer New | $13,000 | – | 102 | +100.0% | 0.01% | – |
| FDN | New | First TRUST Internetdj internt idx | $14,000 | – | 108 | +100.0% | 0.01% | – |
| MS | New | Morgan Stanley | $14,000 | – | 306 | +100.0% | 0.01% | – |
| CBA | New | Clearbridge Amern Energy | $13,000 | – | 1,770 | +100.0% | 0.01% | – |
| PGX | New | Invesco Preferred Etfpfd etf | $14,000 | – | 1,000 | +100.0% | 0.01% | – |
| IQV | New | Iqvia Holdings Inc | $14,000 | – | 150 | +100.0% | 0.01% | – |
| IJS | New | Ishares S&P Smcap Valuesp smcp600vl etf | $14,000 | – | 88 | +100.0% | 0.01% | – |
| RCL | New | Royal Caribbean Cruisesf | $14,000 | – | 140 | +100.0% | 0.01% | – |
| O | New | Realty Income Corp | $14,000 | – | 278 | +100.0% | 0.01% | – |
| DVA | New | Davita Inc | $13,000 | – | 200 | +100.0% | 0.01% | – |
| GOLD | New | Barrick Gold Corp | $13,000 | – | 1,000 | +100.0% | 0.01% | – |
| PACW | New | Pacwest Bancorp | $12,000 | – | 260 | +100.0% | 0.01% | – |
| MLM | New | Martin Marietta Matrls | $12,000 | – | 57 | +100.0% | 0.01% | – |
| VBR | New | Vanguard Small Cap Valuesm cp val etf | $12,000 | – | 94 | +100.0% | 0.01% | – |
| CP | New | Canadian Pac Railway | $12,000 | – | 70 | +100.0% | 0.01% | – |
| VT | New | Vanguard Total Worldtt wrld st etf | $12,000 | – | 175 | +100.0% | 0.01% | – |
| LULU | New | Lululemon Athletica Inc | $12,000 | – | 100 | +100.0% | 0.01% | – |
| BOX | New | Box Inc Class Acl a | $12,000 | – | 500 | +100.0% | 0.01% | – |
| IXP | New | Ishares Tr Global Etf | $12,000 | – | 233 | +100.0% | 0.01% | – |
| DSE | New | Duff & Phelps Select Mlp | $11,000 | – | 2,129 | +100.0% | 0.01% | – |
| ROBO | New | Robo Gbl Rbotcs Androbo glb etf | $11,000 | – | 280 | +100.0% | 0.01% | – |
| AVB | New | Avalonbay Cmntys Inc | $11,000 | – | 66 | +100.0% | 0.01% | – |
| BAX | New | Baxter International Inc | $11,000 | – | 150 | +100.0% | 0.01% | – |
| DBEU | New | Deutsch X Trks Msci Erpxtrack msci eurp | $11,000 | – | 398 | +100.0% | 0.01% | – |
| EWG | New | Ishares Msci Grmny Idxmsci germany etf | $11,000 | – | 400 | +100.0% | 0.01% | – |
| ICF | New | Ishares Tr Cohen & Steercohen steer reit | $11,000 | – | 119 | +100.0% | 0.01% | – |
| MHD | New | Blackrock Munihldgs Fd | $11,000 | – | 750 | +100.0% | 0.01% | – |
| VTWO | New | Vanguard Russell 2000vng rus2000idx | $11,000 | – | 86 | +100.0% | 0.01% | – |
| UAA | New | Under Armour Inccl a | $11,000 | – | 514 | +100.0% | 0.01% | – |
| OMI | New | Owens &Minor Inc Hld | $11,000 | – | 700 | +100.0% | 0.01% | – |
| RF | New | Regions Financial Cp New | $11,000 | – | 635 | +100.0% | 0.01% | – |
| KRE | New | Spdr Kbw Regional Bkings&p regl bkg | $11,000 | – | 190 | +100.0% | 0.01% | – |
| XLV | New | Sector Spdr Health Fundsbi healthcare | $11,000 | – | 133 | +100.0% | 0.01% | – |
| EUFN | New | Ishares Msci Europemsci euro fl etf | $10,000 | – | 500 | +100.0% | 0.01% | – |
| SCHC | New | Schwab Internatnal Smallintl sceqt etf | $10,000 | – | 279 | +100.0% | 0.01% | – |
| CHRW | New | C H Robinson Worldwd | $10,000 | – | 122 | +100.0% | 0.01% | – |
| COMT | New | Ishares Commodities Slct | $10,000 | – | 264 | +100.0% | 0.01% | – |
| WES | New | Wstn Gas Partners Lp Lp | $10,000 | – | 209 | +100.0% | 0.01% | – |
| RNP | New | Cohen Steers Reit Prefer | $10,000 | – | 525 | +100.0% | 0.01% | – |
| TEAM | New | Atlassian Corp Plccl a | $9,000 | – | 150 | +100.0% | 0.01% | – |
| FDC | New | First Data Corp New | $9,000 | – | 477 | +100.0% | 0.01% | – |
| KYE | New | Kayne Anderson Energy Fd | $9,000 | – | 1,000 | +100.0% | 0.01% | – |
| MATX | New | Matson Inc | $9,000 | – | 250 | +100.0% | 0.01% | – |
| SWX | New | Southwest Gas Corp Com | $9,000 | – | 125 | +100.0% | 0.01% | – |
| MMC | New | Marsh & Mc Lennan Co Inc | $9,000 | – | 119 | +100.0% | 0.01% | – |
| IYR | New | Ishares Tr Real Estateu.s. real es etf | $9,000 | – | 120 | +100.0% | 0.01% | – |
| SYMC | New | Symantec Corp | $9,000 | – | 440 | +100.0% | 0.01% | – |
| TTEK | New | Tetra Tech Inc New | $8,000 | – | 148 | +100.0% | 0.01% | – |
| IP | New | International Paper Co | $8,000 | – | 167 | +100.0% | 0.01% | – |
| ARRS | New | Arris Intl Ltd | $8,000 | – | 343 | +100.0% | 0.01% | – |
| ACC | New | Amern Campus Communities | $8,000 | – | 200 | +100.0% | 0.01% | – |
| EFG | New | Ishares Msci Growth Etfeafe grwth etf | $8,000 | – | 110 | +100.0% | 0.01% | – |
| PX | New | Praxair Inc | $8,000 | – | 55 | +100.0% | 0.01% | – |
| HL | New | Hecla Mining Company | $8,000 | – | 2,441 | +100.0% | 0.01% | – |
| EPR | New | Epr Properties | $8,000 | – | 137 | +100.0% | 0.01% | – |
| BKNG | New | Booking Holdings Inc | $8,000 | – | 4 | +100.0% | 0.01% | – |
| IYH | New | Ishares Tr Dj US Hlthcarus hlthcare etf | $8,000 | – | 50 | +100.0% | 0.01% | – |
| HYH | New | Halyard Health Inc | $7,000 | – | 125 | +100.0% | 0.01% | – |
| SJM | New | J M Smucker Co New | $7,000 | – | 72 | +100.0% | 0.01% | – |
| VOYA | New | Voya Financial Inc | $7,000 | – | 150 | +100.0% | 0.01% | – |
| IQDF | New | Flexshares Intl Qty Divintl qltdv idx | $7,000 | – | 303 | +100.0% | 0.01% | – |
| MPC | New | Marathon Pete Corp | $7,000 | – | 110 | +100.0% | 0.01% | – |
| AMP | New | Ameriprise Financial Inc | $7,000 | – | 53 | +100.0% | 0.01% | – |
| ARLP | New | Alliance Res Partner Lput ltd part | $7,000 | – | 400 | +100.0% | 0.01% | – |
| CGC | New | Canopy Growth Corpor | $7,000 | – | 250 | +100.0% | 0.01% | – |
| TSM | New | Taiwan Semiconductr Adrfsponsored adr | $7,000 | – | 215 | +100.0% | 0.01% | – |
| EWC | New | Ishares Msci Cda Idx Fdmsci cda etf | $7,000 | – | 246 | +100.0% | 0.01% | – |
| SPG | New | Simon Ppty Group New | $7,000 | – | 44 | +100.0% | 0.01% | – |
| PAA | New | Plains All Amern Ppln Lpunit ltd partn | $7,000 | – | 300 | +100.0% | 0.01% | – |
| PNFP | New | Pinnacle Finl Partnr | $6,000 | – | 100 | +100.0% | 0.01% | – |
| STZ | New | Constellation Brand Cl Acl a | $6,000 | – | 28 | +100.0% | 0.01% | – |
| TAP | New | Molson Coors Brewing Clbcl b | $6,000 | – | 100 | +100.0% | 0.01% | – |
| RDOG | New | Alps Etf TRUSTc&s globl etf | $6,000 | – | 139 | +100.0% | 0.01% | – |
| A | New | Agilent Technologies Inc | $6,000 | – | 100 | +100.0% | 0.01% | – |
| CBS | New | Cbs Corporation Cl B Newcl b | $6,000 | – | 112 | +100.0% | 0.01% | – |
| PJT | New | P J T Partners Incor | $6,000 | – | 130 | +100.0% | 0.01% | – |
| BX | New | Blackstone Group Lp | $6,000 | – | 195 | +100.0% | 0.01% | – |
| CE | New | Celanese Corp | $6,000 | – | 60 | +100.0% | 0.01% | – |
| PBA | New | Pembina Pipeline Corp | $6,000 | – | 175 | +100.0% | 0.01% | – |
| UAL | New | United Contl Hldgs | $6,000 | – | 100 | +100.0% | 0.01% | – |
| XLU | New | Sector Spdr Util Selectsbi int-utils | $6,000 | – | 130 | +100.0% | 0.01% | – |
| DOX | New | Amdocs Limited | $6,000 | – | 100 | +100.0% | 0.01% | – |
| DXC | New | D X C Technology Com | $6,000 | – | 75 | +100.0% | 0.01% | – |
| BCE | New | B C E Inc New | $6,000 | – | 150 | +100.0% | 0.01% | – |
| GWPH | New | Gw Pharmaceutic Plcads | $6,000 | – | 50 | +100.0% | 0.01% | – |
| DBX | New | Dropbox Inccl a | $6,000 | – | 200 | +100.0% | 0.01% | – |
| EFX | New | Equifax Inc | $6,000 | – | 50 | +100.0% | 0.01% | – |
| MFGP | New | Micro Focus Intspon adr new | $4,000 | – | 282 | +100.0% | 0.00% | – |
| MRVL | New | Marvell Tech Group Ltdord | $4,000 | – | 200 | +100.0% | 0.00% | – |
| CLX | New | Clorox Company | $4,000 | – | 30 | +100.0% | 0.00% | – |
| VLGEA | New | Village Super Marketcl a new | $5,000 | – | 175 | +100.0% | 0.00% | – |
| NYCB | New | New York Cmnty Bancorp | $4,000 | – | 400 | +100.0% | 0.00% | – |
| COL | New | Rockwell Collins Inc | $4,000 | – | 33 | +100.0% | 0.00% | – |
| IMCB | New | Ishares Morningstar Midmrgstr md cp etf | $4,000 | – | 25 | +100.0% | 0.00% | – |
| D | New | Dominion Res Inc Va New | $4,000 | – | 60 | +100.0% | 0.00% | – |
| BPL | New | Buckeye Partners Uts L Punit ltd partn | $5,000 | – | 150 | +100.0% | 0.00% | – |
| HRC | New | Hill Rom Holdings | $4,000 | – | 50 | +100.0% | 0.00% | – |
| QCOM | New | Qualcomm Inc | $5,000 | – | 100 | +100.0% | 0.00% | – |
| LPX | New | Louisiana Pacific Corp | $5,000 | – | 208 | +100.0% | 0.00% | – |
| GHDX | New | Genomic Health | $5,000 | – | 100 | +100.0% | 0.00% | – |
| DBD | New | Diebold Incorporated | $5,000 | – | 500 | +100.0% | 0.00% | – |
| XHE | New | Spdr S&P Health Carehlth cr equip | $5,000 | – | 74 | +100.0% | 0.00% | – |
| DRE | New | Duke Realty Corp | $4,000 | – | 155 | +100.0% | 0.00% | – |
| UNFI | New | United Natural Foods Inc | $5,000 | – | 125 | +100.0% | 0.00% | – |
| FAN | New | First TRUST Globalgbl wnd enrg etf | $5,000 | – | 450 | +100.0% | 0.00% | – |
| STM | New | Stmicroelectronics Nyny registry | $4,000 | – | 200 | +100.0% | 0.00% | – |
| FE | New | Firstenergy Corp | $4,000 | – | 116 | +100.0% | 0.00% | – |
| NVT | New | Nvent Electric Plc | $5,000 | – | 200 | +100.0% | 0.00% | – |
| FIT | New | Fitbit Inccl a | $4,000 | – | 694 | +100.0% | 0.00% | – |
| WMB | New | Williams Companies | $4,000 | – | 167 | +100.0% | 0.00% | – |
| IXG | New | Ishares Globalglobal finls etf | $5,000 | – | 80 | +100.0% | 0.00% | – |
| PGJ | New | Invesco Golden Dragonglobal drgn cn | $4,000 | – | 100 | +100.0% | 0.00% | – |
| SONY | New | Sony Corp Adr Newsponsored adr | $4,000 | – | 83 | +100.0% | 0.00% | – |
| RPG | New | Invesco S&P 500 Pures&p500 pur gwt | $5,000 | – | 50 | +100.0% | 0.00% | – |
| ICLN | New | Ishares Global Cleangl clean ene etf | $4,000 | – | 500 | +100.0% | 0.00% | – |
| ADI | New | Analog Devices Inc | $4,000 | – | 52 | +100.0% | 0.00% | – |
| CVA | New | Covanta Holding Corp | $3,000 | – | 241 | +100.0% | 0.00% | – |
| EEMV | New | Ishares Msci Etfmin vol emrg mkt | $3,000 | – | 64 | +100.0% | 0.00% | – |
| IWS | New | Ishares Russell Midcaprus mdcp val etf | $3,000 | – | 45 | +100.0% | 0.00% | – |
| XLB | New | Sector Spdr Materials Fdsbi materials | $3,000 | – | 57 | +100.0% | 0.00% | – |
| SPGM | New | Spdr Msci Acwi Imi Etfmsci acwi etf | $3,000 | – | 50 | +100.0% | 0.00% | – |
| SGYPQ | New | Synergy Pharma New | $3,000 | – | 2,000 | +100.0% | 0.00% | – |
| NVCR | New | Novocure Ltd | $3,000 | – | 100 | +100.0% | 0.00% | – |
| BOND | New | Pimco Exch Traded Fundactive bd etf | $3,000 | – | 34 | +100.0% | 0.00% | – |
| TER | New | Teradyne Incorporate | $3,000 | – | 100 | +100.0% | 0.00% | – |
| SUN | New | Sunoco Lp Lp | $3,000 | – | 130 | +100.0% | 0.00% | – |
| MCHP | New | Microchip Technology Inc | $2,000 | – | 30 | +100.0% | 0.00% | – |
| SOXX | New | Ishares Phlxphlx semicnd etf | $2,000 | – | 14 | +100.0% | 0.00% | – |
| PDLI | New | P D L Biopharma Inc | $2,000 | – | 1,250 | +100.0% | 0.00% | – |
| LTC | New | L T C Properties Inc | $2,000 | – | 50 | +100.0% | 0.00% | – |
| RDFN | New | Redfin Corporation | $2,000 | – | 119 | +100.0% | 0.00% | – |
| UMPQ | New | Umpqua Holdings Corp | $2,000 | – | 113 | +100.0% | 0.00% | – |
| OSUR | New | Orasure Technologies | $2,000 | – | 125 | +100.0% | 0.00% | – |
| CHD | New | Church & Dwight Co Inc | $2,000 | – | 50 | +100.0% | 0.00% | – |
| RVSB | New | Riverview Bancorp Inc | $2,000 | – | 350 | +100.0% | 0.00% | – |
| ROKU | New | Roku Inc Cl A | $2,000 | – | 50 | +100.0% | 0.00% | – |
| VMBS | New | Vanguard Mrtg-Backd Etfmortg-back sec | $2,000 | – | 50 | +100.0% | 0.00% | – |
| CDK | New | Cdk Global Inc | $2,000 | – | 41 | +100.0% | 0.00% | – |
| ATI | New | Allegheny Tech Inc New | $2,000 | – | 88 | +100.0% | 0.00% | – |
| VDE | New | Vanguard Energy Etfenergy etf | $2,000 | – | 24 | +100.0% | 0.00% | – |
| FXD | New | First Tr Cons Dscrtnryconsumr discre | $2,000 | – | 52 | +100.0% | 0.00% | – |
| L100PS | New | Arconic Inc | $2,000 | – | 166 | +100.0% | 0.00% | – |
| ET | New | Energy Transfer Equity | $2,000 | – | 150 | +100.0% | 0.00% | – |
| EV | New | Eaton Vance Cp Non Vtg | $2,000 | – | 50 | +100.0% | 0.00% | – |
| IUSV | New | Ishares Core S&P UScore s&p us vlu | $2,000 | – | 50 | +100.0% | 0.00% | – |
| UMH | New | Umh Properties Inc. | $1,000 | – | 100 | +100.0% | 0.00% | – |
| PFPT | New | Proofpoint Inc | $1,000 | – | 10 | +100.0% | 0.00% | – |
| MXL | New | Maxlinear Inc | $1,000 | – | 110 | +100.0% | 0.00% | – |
| NTAP | New | Netapp Inc | $1,000 | – | 15 | +100.0% | 0.00% | – |
| JNK | New | Spdr Barclays Capitalbloomberg brclys | $1,000 | – | 53 | +100.0% | 0.00% | – |
| BCOR | New | Blucora Inc | $1,000 | – | 30 | +100.0% | 0.00% | – |
| SPIB | New | Spdr Intrmdt Trm Crprateportfolio intrmd | $1,000 | – | 48 | +100.0% | 0.00% | – |
| NEPT | New | Neptune Techs & Biores | $1,000 | – | 500 | +100.0% | 0.00% | – |
| DBEF | New | Deutsch X Trks Msci Eafextrack msci eafe | $1,000 | – | 55 | +100.0% | 0.00% | – |
| MANU | New | Manchester Utd Plcord cl a | $1,000 | – | 50 | +100.0% | 0.00% | – |
| BTG | New | B2gold Corp | $1,000 | – | 400 | +100.0% | 0.00% | – |
| TSCO | New | Tractor Supply Comp | $1,000 | – | 22 | +100.0% | 0.00% | – |
| BKLN | New | Invesco Senior Loan Etfsr ln etf | $1,000 | – | 58 | +100.0% | 0.00% | – |
| BKI | New | Black Knight Inc | $1,000 | – | 34 | +100.0% | 0.00% | – |
| XLRE | New | Real Estate Select Sctrrl est sel sec | $1,000 | – | 54 | +100.0% | 0.00% | – |
| CHK | New | Chesapeake Energy Corp | $1,000 | – | 300 | +100.0% | 0.00% | – |
| SKT | New | Tanger Fctry Outlet | $1,000 | – | 45 | +100.0% | 0.00% | – |
| CC | New | Chemours Company | $1,000 | – | 40 | +100.0% | 0.00% | – |
| MAR | New | Marriott Intl Inc Cl Acl a | $1,000 | – | 10 | +100.0% | 0.00% | – |
| TDTF | New | Flexshares Iboxx 5 Yriboxx 5yr trgt | $1,000 | – | 74 | +100.0% | 0.00% | – |
| RIG | New | Transocean Inc New | $1,000 | – | 107 | +100.0% | 0.00% | – |
| SPSM | New | Spdr Small Cap Etfportfolio sm etf | $1,000 | – | 38 | +100.0% | 0.00% | – |
| FCPT | New | Four Corners Propert | $1,000 | – | 80 | +100.0% | 0.00% | – |
| BNDX | New | Vanguard Totalintl bd idx etf | $0 | – | 5 | +100.0% | 0.00% | – |
| AMCX | New | Amc Networks Inc Cl Acl a | $0 | – | 177 | +100.0% | 0.00% | – |
| ATVI | New | Activision Blizzard Inc | $0 | – | 6 | +100.0% | 0.00% | – |
| AAP | New | Advance Auto Parts Inc | $0 | – | 288 | +100.0% | 0.00% | – |
| ASIX | New | Advansix Inc | $0 | – | 4 | +100.0% | 0.00% | – |
| AMG | New | Affiliated Managers Grp | $0 | – | 4 | +100.0% | 0.00% | – |
| AKAM | New | Akamai Technologies | $0 | – | 116 | +100.0% | 0.00% | – |
| BUD | New | Anheuser-Busc Inbev Adrfsponsored adr | $0 | – | 53 | +100.0% | 0.00% | – |
| ATO | New | Atmos Energy Corp | $0 | – | 500 | +100.0% | 0.00% | – |
| ADSK | New | Autodesk Inc | $0 | – | 348 | +100.0% | 0.00% | – |
| BBT | New | Bb&T Corporation | $0 | – | 105 | +100.0% | 0.00% | – |
| BK | New | Bank Of Ny Mellon Cp New | $0 | – | 380 | +100.0% | 0.00% | – |
| BZH | New | Beazer Homes Usa Inc | $0 | – | 50 | +100.0% | 0.00% | – |
| BBY | New | Best Buy Inc | $0 | – | 45 | +100.0% | 0.00% | – |
| BWA | New | Borg Warner Inc | $0 | – | 99 | +100.0% | 0.00% | – |
| BHF | New | Brighthouse Financia | $0 | – | 4 | +100.0% | 0.00% | – |
| IGR | New | Cbre Clarion Glbl Re | $0 | – | 7 | +100.0% | 0.00% | – |
| CI | New | Cigna Corp | $0 | – | 8 | +100.0% | 0.00% | – |
| CNA | New | C N A Financial Corp | $0 | – | 105 | +100.0% | 0.00% | – |
| CRH | New | C R H Plc Sponsored Adrfadr | $0 | – | 64 | +100.0% | 0.00% | – |
| CBT | New | Cabot Corporation | $0 | – | 82 | +100.0% | 0.00% | – |
| COG | New | Cabot Oil & Gas | $0 | – | 159 | +100.0% | 0.00% | – |
| CHY | New | Calamos Cnv High Incm Fd | $0 | – | 850 | +100.0% | 0.00% | – |
| CNNE | New | Cannae Holdings Inc | $0 | – | 27 | +100.0% | 0.00% | – |
| CELG | New | Celgene Corp | $0 | – | 68 | +100.0% | 0.00% | – |
| CNC | New | Centene Corp | $0 | – | 60 | +100.0% | 0.00% | – |
| CEF | New | Central Fd Cda Ltd Clacl a | $0 | – | 516 | +100.0% | 0.00% | – |
| SNP | New | China Petroleum&Chem | $0 | – | 161 | +100.0% | 0.00% | – |
| CMG | New | Chipotle Mexican Grl | $0 | – | 12 | +100.0% | 0.00% | – |
| XEC | New | Cimarex Energy Co | $0 | – | 78 | +100.0% | 0.00% | – |
| CTXS | New | Citrix Systems Inc | $0 | – | 333 | +100.0% | 0.00% | – |
| UTF | New | Cohen&Steers Infrastruct | $0 | – | 25 | +100.0% | 0.00% | – |
| CREE | New | Cree Inc | $0 | – | 153 | +100.0% | 0.00% | – |
| CROX | New | Crocs Inc | $0 | – | 51 | +100.0% | 0.00% | – |
| CY | New | Cypress Semiconductr | $0 | – | 766 | +100.0% | 0.00% | – |
| DAN | New | Dana Holding Corporation | $0 | – | 289 | +100.0% | 0.00% | – |
| DFS | New | Discover Financial S | $0 | – | 68 | +100.0% | 0.00% | – |
| DISCA | New | Discovery Commun Ser A | $0 | – | 690 | +100.0% | 0.00% | – |
| DLB | New | Dolby Laboratories Inc | $0 | – | 246 | +100.0% | 0.00% | – |
| DPS | New | Dr Pepper Snapple Gp | $0 | – | 51 | +100.0% | 0.00% | – |
| DSM | New | Dreyfus Strategic Munici | $0 | – | 14 | +100.0% | 0.00% | – |
| EQT | New | Eqt Corp | $0 | – | 458 | +100.0% | 0.00% | – |
| EMN | New | Eastman Chemical Co | $0 | – | 57 | +100.0% | 0.00% | – |
| ECL | New | Ecolab Inc | $0 | – | 30 | +100.0% | 0.00% | – |
| ECA | New | Encana Corporation | $0 | – | 727 | +100.0% | 0.00% | – |
| EHC | New | Encompass Health Cor | $0 | – | 103 | +100.0% | 0.00% | – |
| ETR | New | Entergy Corp New | $0 | – | 103 | +100.0% | 0.00% | – |
| EQIX | New | Equinix Inc | $0 | – | 7 | +100.0% | 0.00% | – |
| EXEL | New | Exelixis Inc | $0 | – | 40 | +100.0% | 0.00% | – |
| FDIS | New | Fidelity Msci Cons Discrmsci consm dis | $0 | – | 7 | +100.0% | 0.00% | – |
| FNCL | New | Fidelity Msci Financialsmsci finls idx | $0 | – | 14 | +100.0% | 0.00% | – |
| FHLC | New | Fidelity Msci Healthmsci hlth care i | $0 | – | 14 | +100.0% | 0.00% | – |
| FIDU | New | Fidelity Mscimsci indl indx | $0 | – | 14 | +100.0% | 0.00% | – |
| FTEC | New | Fidelity Msci Infor Techmsci info tech i | $0 | – | 16 | +100.0% | 0.00% | – |
| FLR | New | Fluor Corporation New | $0 | – | 231 | +100.0% | 0.00% | – |
| GME | New | Gamestop Corp Cl A Newcl a | $0 | – | 10 | +100.0% | 0.00% | – |
| GM | New | General Motors Co | $0 | – | 24 | +100.0% | 0.00% | – |
| GMWSB | New | General Motors Cl B 19wt*w exp 07/10/201 | $0 | – | 22 | +100.0% | 0.00% | – |
| GIL | New | Gildan Activewear Inc | $0 | – | 429 | +100.0% | 0.00% | – |
| GKOS | New | Glaukos Corporation | $0 | – | 15 | +100.0% | 0.00% | – |
| GWW | New | Grainger W W Inc | $0 | – | 191 | +100.0% | 0.00% | – |
| HCA | New | Hca Holdings Inc | $0 | – | 53 | +100.0% | 0.00% | – |
| HP | New | Helmerich & Payne Inc | $0 | – | 200 | +100.0% | 0.00% | – |
| JBHT | New | J B Hunt Transport Svcs | $0 | – | 161 | +100.0% | 0.00% | – |
| HII | New | Huntington Ingalls Inds | $0 | – | 27 | +100.0% | 0.00% | – |
| IMGN | New | Immunogen Inc | $0 | – | 517 | +100.0% | 0.00% | – |
| INCY | New | Incyte Corporation | $0 | – | 12 | +100.0% | 0.00% | – |
| INGR | New | Ingredion Inc | $0 | – | 38 | +100.0% | 0.00% | – |
| PDBC | New | Invesco Optimum Yieldoptimum yield | $0 | – | 48 | +100.0% | 0.00% | – |
| INTU | New | Intuit Inc | $0 | – | 146 | +100.0% | 0.00% | – |
| IAU | New | Ishares Gold Etfishares | $0 | – | 62 | +100.0% | 0.00% | – |
| EWZ | New | Ishares Msci Brazil Indxmsci brazil etf | $0 | – | 340 | +100.0% | 0.00% | – |
| AGZ | New | Ishares Agency Bond Etfagency bond etf | $0 | – | 5 | +100.0% | 0.00% | – |
| AOA | New | Ishares S&P Aggressiveaggres alloc etf | $0 | – | 120 | +100.0% | 0.00% | – |
| AOM | New | Ishares Core Moderatemodert alloc etf | $0 | – | 2 | +100.0% | 0.00% | – |
| CMBS | New | Ishares Cmbs Etfcmbs etf | $0 | – | 11 | +100.0% | 0.00% | – |
| JAX | New | J Alexanders Holding | $0 | – | 4 | +100.0% | 0.00% | – |
| JLL | New | Jones Lang Lasalle Inc | $0 | – | 64 | +100.0% | 0.00% | – |
| JE | New | Just Energy Group Inc | $0 | – | 548 | +100.0% | 0.00% | – |
| KMI | New | Kinder Morgan Inc | $0 | – | 300 | +100.0% | 0.00% | – |
| LRCX | New | Lam Research Corporation | $0 | – | 30 | +100.0% | 0.00% | – |
| LEA | New | Lear Corporation | $0 | – | 33 | +100.0% | 0.00% | – |
| LEN | New | Lennar Corp Cl Acl a | $0 | – | 182 | +100.0% | 0.00% | – |
| LENB | New | Lennar Corpcl b | $0 | – | 2 | +100.0% | 0.00% | – |
| LX | New | Lexinfintech Holdingadr | $0 | – | 60 | +100.0% | 0.00% | – |
| LBRDA | New | Liberty Broadband Cl A | $0 | – | 98 | +100.0% | 0.00% | – |
| LBRDK | New | Liberty Broadband Cl C | $0 | – | 195 | +100.0% | 0.00% | – |
| LSXMA | New | Liberty Media Corp | $0 | – | 398 | +100.0% | 0.00% | – |
| LSXMK | New | Liberty Media Corp | $0 | – | 284 | +100.0% | 0.00% | – |
| LGFB | New | Lions Gate Entmt Cpcl b non vtg | $0 | – | 277 | +100.0% | 0.00% | – |
| LYG | New | Lloyds Banking Gp Adrsponsored adr | $0 | – | 805 | +100.0% | 0.00% | – |
| L | New | Loews Corporation | $0 | – | 70 | +100.0% | 0.00% | – |
| LOGM | New | Logmein Inc | $0 | – | 46 | +100.0% | 0.00% | – |
| VAC | New | Marriott Vacations | $0 | – | 1 | +100.0% | 0.00% | – |
| MZOR | New | Mazor Robotics Ltdsponsored ads | $0 | – | 10 | +100.0% | 0.00% | – |
| MKC | New | Mc Cormick & Co Inc N-Vt | $0 | – | 32 | +100.0% | 0.00% | – |
| MTOR | New | Meritor Inc | $0 | – | 6 | +100.0% | 0.00% | – |
| MOH | New | Molina Healthcare | $0 | – | 48 | +100.0% | 0.00% | – |
| MOMO | New | Momo Incadr | $0 | – | 15 | +100.0% | 0.00% | – |
| NOV | New | National Oilwell Varco | $0 | – | 226 | +100.0% | 0.00% | – |
| EDU | New | New Oriental Educaspon adr | $0 | – | 32 | +100.0% | 0.00% | – |
| NFX | New | Newfield Exploration Co | $0 | – | 139 | +100.0% | 0.00% | – |
| NOK | New | Nokia Corp Spon Adrsponsored adr | $0 | – | 68 | +100.0% | 0.00% | – |
| DNOW | New | Now Inc | $0 | – | 816 | +100.0% | 0.00% | – |
| NUS | New | Nu Skin Enterprises Cl Acl a | $0 | – | 55 | +100.0% | 0.00% | – |
| NUAN | New | Nuance Commun Inc | $0 | – | 582 | +100.0% | 0.00% | – |
| JMLP | New | Nuveen All Cap Energy Ml | $0 | – | 116 | +100.0% | 0.00% | – |
| OXY | New | Occidental Pete Corp | $0 | – | 48 | +100.0% | 0.00% | – |
| ON | New | On Semiconductor Co | $0 | – | 262 | +100.0% | 0.00% | – |
| ORAN | New | Orange Adrsponsored adr | $0 | – | 340 | +100.0% | 0.00% | – |
| OSTK | New | Overstock Com Inc | $0 | – | 10 | +100.0% | 0.00% | – |
| PKX | New | Posco Adrsponsored adr | $0 | – | 247 | +100.0% | 0.00% | – |
| PKG | New | Packaging Corp Of Am | $0 | – | 44 | +100.0% | 0.00% | – |
| PANW | New | Palo Alto Networks | $0 | – | 30 | +100.0% | 0.00% | – |
| JCPNQ | New | Penney J C Co Inc | $0 | – | 34 | +100.0% | 0.00% | – |
| PRSP | New | Perspecta Inc | $0 | – | 36 | +100.0% | 0.00% | – |
| PFL | New | Pimco Income Strategy Fd | $0 | – | 1,066 | +100.0% | 0.00% | – |
| PINC | New | Premier Inc Class Acl a | $0 | – | 519 | +100.0% | 0.00% | – |
| PGR | New | Progressive Corp Ohio | $0 | – | 927 | +100.0% | 0.00% | – |
| PUK | New | Prudential Corp Plc Adrfadr | $0 | – | 101 | +100.0% | 0.00% | – |
| DGX | New | Quest Diagnostic Inc | $0 | – | 48 | +100.0% | 0.00% | – |
| RSYS | New | Radisys Corp | $0 | – | 1 | +100.0% | 0.00% | – |
| RHT | New | Redhat Inc | $0 | – | 60 | +100.0% | 0.00% | – |
| REGN | New | Regeneron Pharms Inc | $0 | – | 11 | +100.0% | 0.00% | – |
| RAD | New | Rite Aid Corporation | $0 | – | 200 | +100.0% | 0.00% | – |
| RY | New | Royal Bk Cda Montreal | $0 | – | 75 | +100.0% | 0.00% | – |
| RBS | New | Royal Bank Scot New Adrfspons adr 2 ord | $0 | – | 3,813 | +100.0% | 0.00% | – |
| SKM | New | S K Telecom Ltd Adrsponsored adr | $0 | – | 991 | +100.0% | 0.00% | – |
| FEZ | New | Spdr Euro Stoxx 50 Etfeuro stoxx 50 | $0 | – | 21 | +100.0% | 0.00% | – |
| RWR | New | Spdr Dow Jones Reit Etfdj reit etf | $0 | – | 9 | +100.0% | 0.00% | – |
| SAP | New | S A P Ag Adrspon adr | $0 | – | 198 | +100.0% | 0.00% | – |
| SCHM | New | Charles Schwab US Mcus mid-cap etf | $0 | – | 1 | +100.0% | 0.00% | – |
| SCHK | New | Schwab 1000 Index Etf1000 index etf | $0 | – | 9 | +100.0% | 0.00% | – |
| SWIR | New | Sierra Wireless Inc | $0 | – | 45 | +100.0% | 0.00% | – |
| SNAP | New | Snap Inc Cl Acl a | $0 | – | 22 | +100.0% | 0.00% | – |
| SPLK | New | Splunk Inc | $0 | – | 54 | +100.0% | 0.00% | – |
| STT | New | State Street Corp | $0 | – | 95 | +100.0% | 0.00% | – |
| STLD | New | Steel Dynamics Inc | $0 | – | 121 | +100.0% | 0.00% | – |
| DATA | New | Tableau Software Inccl a | $0 | – | 165 | +100.0% | 0.00% | – |
| TS | New | Tenaris S A Adrsponsored adr | $0 | – | 875 | +100.0% | 0.00% | – |
| TDC | New | Teradata Corp | $0 | – | 200 | +100.0% | 0.00% | – |
| TEX | New | Terex Corp | $0 | – | 196 | +100.0% | 0.00% | – |
| THS | New | Treehouse Foods Inc | $0 | – | 2 | +100.0% | 0.00% | – |
| TKC | New | Turkcell Iletsm New Adrfspon adr new | $0 | – | 1,723 | +100.0% | 0.00% | – |
| MLPI | New | Ubs E Tracs Alerian Mlpalerian infrst | $0 | – | 42 | +100.0% | 0.00% | – |
| UN | New | Unilever N V Ny Shs Newf | $0 | – | 692 | +100.0% | 0.00% | – |
| UNM | New | Unum Group | $0 | – | 100 | +100.0% | 0.00% | – |
| VFC | New | Vf Corporation | $0 | – | 145 | +100.0% | 0.00% | – |
| AES | New | A E S Corp | $0 | – | 669 | +100.0% | 0.00% | – |
| VGIT | New | Vanguard Intrmdiat Trminter term treas | $0 | – | 15 | +100.0% | 0.00% | – |
| VCLT | New | Vanguard Corp Bond Etflg-term cor bd | $0 | – | 9 | +100.0% | 0.00% | – |
| VEC | New | Vectrus Inc | $0 | – | 3 | +100.0% | 0.00% | – |
| VRTX | New | Vertex Pharmaceuticals | $0 | – | 275 | +100.0% | 0.00% | – |
| VMW | New | Vmware Inc Cl A | $0 | – | 37 | +100.0% | 0.00% | – |
| WDC | New | Western Digital Corp | $0 | – | 424 | +100.0% | 0.00% | – |
| ZION | New | Zions Bancorp | $0 | – | 175 | +100.0% | 0.00% | – |
| ADNT | New | Adient Plc | $0 | – | 89 | +100.0% | 0.00% | – |
| AON | New | A O N Plc | $0 | – | 35 | +100.0% | 0.00% | – |
| AXS | New | Axis Capital Hldg Ltd | $0 | – | 461 | +100.0% | 0.00% | – |
| AXTA | New | Axalta Coating Syste | $0 | – | 122 | +100.0% | 0.00% | – |
| IVZ | New | Invesco Ltd | $0 | – | 270 | +100.0% | 0.00% | – |
| LBTYK | New | Liberty Global Inc Cl Cf | $0 | – | 133 | +100.0% | 0.00% | – |
| LXFT | New | Luxoft Holding Inc | $0 | – | 312 | +100.0% | 0.00% | – |
| MNKKQ | New | Mallinckrodt Pub | $0 | – | 10 | +100.0% | 0.00% | – |
| APTV | New | Aptiv Plc | $0 | – | 428 | +100.0% | 0.00% | – |
| WLTW | New | Willis Towers Watson | $0 | – | 21 | +100.0% | 0.00% | – |
| SSYS | New | Stratasys Ltd | $0 | – | 30 | +100.0% | 0.00% | – |
| TSEM | New | Tower Semiconductor | $0 | – | 115 | +100.0% | 0.00% | – |
| AER | New | Aercap Holdings Nv | $0 | – | 87 | +100.0% | 0.00% | – |
| ASML | New | A S M L Holding Nv New | $0 | – | 48 | +100.0% | 0.00% | – |
| CLB | New | Core Laboratories N V | $0 | – | 9 | +100.0% | 0.00% | – |
| FLEX | New | Flextronics Intl Ltdord | $0 | – | 1,035 | +100.0% | 0.00% | – |
| QQQ | Exit | Powershs Qqq TRUST Serunit ser 1 | $0 | – | -32,982 | -100.0% | -5.73% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-23
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 24 | Q3 2023 | 19.3% |
| APPLE INC | 24 | Q3 2023 | 13.0% |
| ISHARES TR | 24 | Q3 2023 | 11.4% |
| STARBUCKS CORP | 24 | Q3 2023 | 10.2% |
| BERKSHIRE HATHAWAY INC DEL | 24 | Q3 2023 | 8.0% |
| COSTCO WHSL CORP NEW | 24 | Q3 2023 | 6.8% |
| HERITAGE FINL CORP WASH | 24 | Q3 2023 | 3.9% |
| JOHNSON & JOHNSON | 24 | Q3 2023 | 3.4% |
| CATERPILLAR INC | 24 | Q3 2023 | 2.3% |
| ISHARES TR | 24 | Q3 2023 | 2.3% |
View KILEY JUERGENS WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-29 |
| 13F-HR/A | 2022-04-27 |
| 13F-HR | 2022-04-12 |
View KILEY JUERGENS WEALTH MANAGEMENT, 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.