| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | VANGUARD INDEX FDS | 142 | 27,000 | 0.00% | ||
| 102 | AMAZON COM INC | 43 | 26,000 | 0.00% | ||
| 103 | ENDOLOGIX INC | 3,000 | 25,000 | 0.00% | ||
| 104 | HOME DEPOT INC | 177 | 24,000 | 0.00% | ||
| 105 | 3M CO | 127 | 21,000 | 0.00% | ||
| 106 | CLAYMORE EXCHANGE TRD FD TR | 810 | 21,000 | 0.00% | ||
| 107 | NUVEEN SR INCOME FD | 3,230 | 19,000 | 0.00% | ||
| 108 | PRAXAIR INC | 166 | 19,000 | 0.00% | ||
| 109 | UNITED TECHNOLOGIES CORP | 182 | 18,000 | 0.00% | ||
| 110 | PEOPLES UNITED FINANCIAL INC | 1,124 | 18,000 | 0.00% | ||
| 111 | KINDER MORGAN INC DEL | 1,034 | 18,000 | 0.00% | ||
| 112 | NIKE INC | 280 | 17,000 | 0.00% | ||
| 113 | PHILLIPS 66 | 200 | 17,000 | 0.00% | ||
| 114 | CONOCOPHILLIPS | 400 | 16,000 | 0.00% | ||
| 115 | ISHARES TR | 670 | 16,000 | 0.00% | ||
| 116 | ORACLE CORP | 358 | 15,000 | 0.00% | ||
| 117 | GENERAL DYNAMICS CORP | 113 | 15,000 | 0.00% | ||
| 118 | ISHARES TR | 127 | 14,000 | 0.00% | ||
| 119 | KEMPHARM INC | 1,000 | 14,000 | 0.00% | ||
| 120 | ISHARES MSCI | 308 | 13,000 | 0.00% | ||
| 121 | ELECTRONIC ARTS INC | 200 | 13,000 | 0.00% | ||
| 122 | INTEL CORP | 397 | 13,000 | 0.00% | ||
| 123 | SCHWAB U.S. BROAD MARKET ETF | 271 | 13,000 | 0.00% | ||
| 124 | TELEFLEX INC | 80 | 13,000 | 0.00% | ||
| 125 | SOUTH STATE CORP COM USD2.5 | 185 | 12,000 | 0.00% | ||
| 126 | PFIZER INC | 400 | 12,000 | 0.00% | ||
| 127 | COMCAST CORP NEW | 187 | 11,000 | 0.00% | ||
| 128 | TIMKENSTEEL CORPORATION COM | 1,200 | 11,000 | 0.00% | ||
| 129 | PHILIP MORRIS INTL INC | 116 | 11,000 | 0.00% | ||
| 130 | WISDOMTREE TR | 294 | 10,000 | 0.00% | ||
| 131 | NORFOLK SOUTHERN CORP | 125 | 10,000 | 0.00% | ||
| 132 | NATIONAL BANKSHARES INC VA | 250 | 9,000 | 0.00% | ||
| 133 | DUKE ENERGY CORP NEW | 114 | 9,000 | 0.00% | ||
| 134 | SPDR INDEX SHS FDS | 307 | 9,000 | 0.00% | ||
| 135 | ISHARES TR | 165 | 8,000 | 0.00% | ||
| 136 | CISCO SYS INC | 268 | 8,000 | 0.00% | ||
| 137 | WALGREENS BOOTS ALLIANCE INC | 100 | 8,000 | 0.00% | ||
| 138 | SYSCO CORP | 167 | 8,000 | 0.00% | ||
| 139 | CARNIVAL CORP | 150 | 8,000 | 0.00% | ||
| 140 | MERCK & CO INC | 157 | 8,000 | 0.00% | ||
| 141 | SPDR DOW JONES INDL AVRG ETF | 47 | 8,000 | 0.00% | ||
| 142 | ANTHEM INC | 60 | 8,000 | 0.00% | ||
| 143 | PIEDMONT NAT GAS INC | 122 | 7,000 | 0.00% | ||
| 144 | ALTRIA GROUP INC | 116 | 7,000 | 0.00% | ||
| 145 | TEVA PHARMACEUTICAL INDS LTD | 134 | 7,000 | 0.00% | ||
| 146 | JPMORGAN CHASE & CO | 116 | 7,000 | 0.00% | ||
| 147 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 338 | 7,000 | 0.00% | ||
| 148 | PRUDENTIAL FINL INC | 100 | 7,000 | 0.00% | ||
| 149 | LOCKHEED MARTIN CORP | 25 | 6,000 | 0.00% | ||
| 150 | WHOLE FOODS MKT INC | 200 | 6,000 | 0.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001516450-17-000006, filed 2017.09.20).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
