| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JDS UNIPHASE CORP COM PAR $0.001 | 6 | 0 | 0.00% | ||
| 2 | AT&T INC | 12 | 0 | 0.00% | ||
| 3 | PNC FINL SVCS GROUP INC | 1 | 0 | 0.00% | ||
| 4 | FIFTH THIRD BANCORP | 62 | 1,000 | 0.00% | ||
| 5 | ARES CAPITAL CORP | 32 | 1,000 | 0.00% | ||
| 6 | GENERAL ELECTRIC CO | 32 | 1,000 | 0.00% | ||
| 7 | JPMORGAN CHASE & CO | 18 | 1,000 | 0.00% | ||
| 8 | Stereotaxis Inc | 1,000 | 2,000 | 0.00% | ||
| 9 | DIREXION SHS ETF TR | 1,000 | 3,000 | 0.00% | ||
| 10 | PRUDENTIAL FINL INC | 43 | 3,000 | 0.00% | ||
| 11 | MOODYS CORP | 48 | 5,000 | 0.00% | ||
| 12 | CAMPBELL SOUP CO | 100 | 5,000 | 0.00% | ||
| 13 | HALYARD HEALTH INC | 100 | 5,000 | 0.00% | ||
| 14 | SCHWAB U.S. MID-CAP ETF | 135 | 6,000 | 0.00% | ||
| 15 | Hewlett Packard Co | 200 | 6,000 | 0.00% | ||
| 16 | COCA COLA ENTERPRISES INC NE COM | 135 | 6,000 | 0.00% | ||
| 17 | UNITEDHEALTH GROUP INC | 60 | 7,000 | 0.00% | ||
| 18 | VALERO ENERGY CORP NEW | 115 | 7,000 | 0.00% | ||
| 19 | UNILEVER PLC | 190 | 8,000 | 0.00% | ||
| 20 | ANTHEM INC | 50 | 8,000 | 0.00% | ||
| 21 | WISDOMTREE INVTS INC | 380 | 8,000 | 0.00% | ||
| 22 | ICICI BANK LIMITED | 750 | 8,000 | 0.00% | ||
| 23 | SharpSpring, Inc. | 1,576 | 8,000 | 0.00% | ||
| 24 | BB&T CORP | 200 | 8,000 | 0.00% | ||
| 25 | SUN LIFE FINL INC | 272 | 8,000 | 0.00% | ||
| 26 | TRAVELERS COMPANIES INC | 80 | 9,000 | 0.00% | ||
| 27 | HARMAN INTL INDS INC | 65 | 9,000 | 0.00% | ||
| 28 | DISCOVER FINL SVCS | 155 | 9,000 | 0.00% | ||
| 29 | INTERCONTINENTAL EXCHANGE IN | 37 | 9,000 | 0.00% | ||
| 30 | GILEAD SCIENCES INC | 100 | 10,000 | 0.00% | ||
| 31 | TWITTER INC | 200 | 10,000 | 0.00% | ||
| 32 | AMGEN INC | 68 | 11,000 | 0.00% | ||
| 33 | KRAFT HEINZ CO COM | 131 | 11,000 | 0.00% | ||
| 34 | GENERAL MLS INC | 200 | 11,000 | 0.00% | ||
| 35 | AMERICAN AIRLS GROUP INC | 200 | 11,000 | 0.00% | ||
| 36 | MICROSOFT CORP | 320 | 13,000 | 0.00% | ||
| 37 | MCKESSON CORP | 60 | 14,000 | 0.01% | ||
| 38 | MONDELEZ INTL INC | 394 | 14,000 | 0.01% | ||
| 39 | OCCIDENTAL PETE CORP DEL | 200 | 15,000 | 0.01% | ||
| 40 | SPDR MSCI ACWI EX-US | 470 | 16,000 | 0.01% | ||
| 41 | VANGUARD INDEX FDS | 150 | 16,000 | 0.01% | ||
| 42 | ALIBABA GROUP HLDG LTD | 200 | 17,000 | 0.01% | ||
| 43 | EXXON MOBIL CORP | 210 | 18,000 | 0.01% | ||
| 44 | OPUS BK IRVINE CALIF COM | 585 | 18,000 | 0.01% | ||
| 45 | MACYS INC | 285 | 18,000 | 0.01% | ||
| 46 | Chubb Corporation | 190 | 19,000 | 0.01% | ||
| 47 | TOOTSIE ROLL INDS INC | 561 | 19,000 | 0.01% | ||
| 48 | TESLA INC | 99 | 19,000 | 0.01% | ||
| 49 | WHOLE FOODS MKT INC | 400 | 21,000 | 0.01% | ||
| 50 | INTERPUBLIC GROUP COS INC | 1,195 | 26,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-017645, filed 2015.05.05).
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.
