LOWE BROCKENBROUGH & CO INC Diversified Active

CIK: 0000022657 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 31, 2020

Total Value ($000): $806,522 (100.0% shares, 0.0% debt)

Holdings (215)

AAPL APPLE INC COM 3.9%
Value ($000) $31,776 Shares 108,209 Est. Cost $19.18 Unrealized +223.3%
JPM JPMORGAN CHASE AND CO COM 3.0%
Value ($000) $24,166 Shares 173,358 Est. Cost $36.76 Unrealized +195.6%
MSFT MICROSOFT CORP COM 2.9%
Value ($000) $23,629 Shares 149,834 Est. Cost $26.71 Unrealized +421.2%
XOM EXXON MOBIL CORP COM 2.5%
Value ($000) $19,984 Shares 286,383 Est. Cost $53.37 Unrealized -2.5%
TMO THERMO FISHER SCIENTIFIC INC C 2.2%
Value ($000) $17,490 Shares 53,838 Est. Cost $79.76 Unrealized +274.1%
CSCO CISCO SYS INC COM 2.0%
Value ($000) $16,378 Shares 341,488 Est. Cost $15.94 Unrealized +141.9%
CVX CHEVRON CORP NEW COM 1.9%
Value ($000) $15,363 Shares 127,482 Est. Cost $70.06 Unrealized +28.0%
AMZN AMAZON COM INC COM 1.9%
Value ($000) $15,202 Shares 8,227 Est. Cost $36.65 Unrealized +141.5%
ALPHABET INC CL A 1.8%
Value ($000) $14,640 Shares 10,930 Est. Cost $879.62 Unrealized
PEP PEPSICO INC COM 1.8%
Value ($000) $14,492 Shares 106,036 Est. Cost $58.90 Unrealized +91.5%
NSC NORFOLK SOUTHERN CORP COM 1.7%
Value ($000) $14,015 Shares 72,194 Est. Cost $65.83 Unrealized +151.5%
JNJ JOHNSON AND JOHNSON COM 1.6%
Value ($000) $12,913 Shares 88,525 Est. Cost $61.29 Unrealized +86.2%
INTC INTEL CORP COM 1.6%
Value ($000) $12,677 Shares 211,815 Est. Cost $22.99 Unrealized +114.3%
ORCL ORACLE CORP COM 1.6%
Value ($000) $12,669 Shares 239,132 Est. Cost $28.51 Unrealized +76.9%
MERCK AND CO INC NEW COM 1.5%
Value ($000) $11,856 Shares 130,362 Est. Cost $51.62 Unrealized
UNITED TECHNOLOGIES CORP COM 1.5%
Value ($000) $11,781 Shares 78,667 Est. Cost $104.30 Unrealized
ELV ANTHEM INC. 1.4%
Value ($000) $11,458 Shares 37,938 Est. Cost $173.53 Unrealized +45.9%
PNC PNC FINL SVCS GROUP INC COM 1.3%
Value ($000) $10,340 Shares 64,775 Est. Cost $51.85 Unrealized +131.8%
UNH UNITEDHEALTH GROUP INC COM 1.2%
Value ($000) $9,576 Shares 32,574 Est. Cost $55.81 Unrealized +324.0%
AMT AMERICAN TOWER CORP CL A 1.2%
Value ($000) $9,348 Shares 40,677 Est. Cost $109.56 Unrealized +67.8%
VISA INC COM CL A 1.1%
Value ($000) $9,240 Shares 49,177 Est. Cost $128.68 Unrealized
COMCAST CORP NEW CL A 1.1%
Value ($000) $9,088 Shares 202,083 Est. Cost $46.97 Unrealized
AMP AMERIPRISE FINL INC COM 1.1%
Value ($000) $9,066 Shares 54,423 Est. Cost $70.28 Unrealized +98.4%
DISCOVER FINL SVCS COM 1.1%
Value ($000) $9,003 Shares 106,145 Est. Cost $50.63 Unrealized
ALPHABET INC CLASS C 1.1%
Value ($000) $8,880 Shares 6,642 Est. Cost $760.81 Unrealized
LOW LOWES COS INC COM 1.1%
Value ($000) $8,776 Shares 73,280 Est. Cost $63.31 Unrealized +61.7%
ETN EATON CORP COM PLC 1.1%
Value ($000) $8,612 Shares 90,920 Est. Cost $49.49 Unrealized +61.0%
HD HOME DEPOT INC COM 1.0%
Value ($000) $8,353 Shares 38,251 Est. Cost $91.59 Unrealized +112.9%
MMM 3M CO COM 1.0%
Value ($000) $8,288 Shares 46,981 Est. Cost $66.96 Unrealized +66.9%
WMT WALMART INC COM 1.0%
Value ($000) $8,175 Shares 68,793 Est. Cost $20.13 Unrealized +80.7%
GS GOLDMAN SACHS GROUP INC COM 1.0%
Value ($000) $8,088 Shares 35,174 Est. Cost $170.39 Unrealized +10.0%
IJH ISHARES TR CORE S&P MCP ETF 1.0%
Value ($000) $8,067 Shares 39,193 Est. Cost $179.38 Unrealized
RSP INVESCO S&P 500 EQL WGT ETF 1.0%
Value ($000) $8,001 Shares 69,140 Est. Cost $108.05 Unrealized
BOOKING HOLDINGS INC. 1.0%
Value ($000) $7,985 Shares 3,888 Est. Cost $1947.34 Unrealized
TJX TJX COS INC NEW COM 1.0%
Value ($000) $7,922 Shares 129,748 Est. Cost $35.44 Unrealized +54.1%
DAL DELTA AIR LINES INC 1.0%
Value ($000) $7,809 Shares 133,530 Est. Cost $40.41 Unrealized +33.9%
AMGN AMGEN INC COM 0.9%
Value ($000) $7,635 Shares 31,670 Est. Cost $85.38 Unrealized +114.0%
DLTR DOLLAR TREE INC COM 0.9%
Value ($000) $7,518 Shares 79,938 Est. Cost $58.10 Unrealized +80.7%
INGERSOLL-RAND PLC SHS 0.9%
Value ($000) $7,389 Shares 55,589 Est. Cost $87.92 Unrealized
NEU NEWMARKET CORP COM 0.9%
Value ($000) $6,856 Shares 14,092 Est. Cost $374.04 Unrealized +13.0%
PG PROCTER AND GAMBLE CO COM 0.8%
Value ($000) $6,459 Shares 51,715 Est. Cost $59.07 Unrealized +78.2%
MS MORGAN STANLEY COM NEW 0.8%
Value ($000) $6,452 Shares 126,221 Est. Cost $26.26 Unrealized +48.8%
PM PHILIP MORRIS INTL INC COM 0.8%
Value ($000) $6,371 Shares 74,878 Est. Cost $49.18 Unrealized +22.0%
SCHX SCHWAB US LARGE CAP ETF 0.8%
Value ($000) $6,343 Shares 82,585 Est. Cost $65.59 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.8%
Value ($000) $6,132 Shares 42,399 Est. Cost $95.92 Unrealized +41.5%
IJR ISHARES TR CORE S&P SCP ETF 0.8%
Value ($000) $6,062 Shares 72,297 Est. Cost $77.95 Unrealized
SCHM SCHWAB US MID CAP ETF 0.7%
Value ($000) $5,946 Shares 98,861 Est. Cost $51.63 Unrealized
KMB KIMBERLY CLARK CORP COM 0.7%
Value ($000) $5,871 Shares 42,681 Est. Cost $65.14 Unrealized +67.0%
EMN EASTMAN CHEM CO COM 0.7%
Value ($000) $5,838 Shares 73,657 Est. Cost $54.80 Unrealized +12.4%
TOTAL S A SPONSORED ADR 0.7%
Value ($000) $5,754 Shares 104,056 Est. Cost $51.84 Unrealized
BA BOEING CO COM 0.7%
Value ($000) $5,705 Shares 17,512 Est. Cost $357.50 Unrealized -1.8%
PFE PFIZER INC COM 0.7%
Value ($000) $5,666 Shares 144,615 Est. Cost $23.85 Unrealized +12.0%
VANGUARD WORLD FDS INF TECH ET 0.7%
Value ($000) $5,355 Shares 21,869 Est. Cost $122.01 Unrealized
GILD GILEAD SCIENCES INC COM 0.7%
Value ($000) $5,308 Shares 81,692 Est. Cost $51.79 Unrealized -1.0%
ABT ABBOTT LABS COM 0.7%
Value ($000) $5,290 Shares 60,901 Est. Cost $30.59 Unrealized +146.1%
KEY KEYCORP 0.6%
Value ($000) $5,198 Shares 256,810 Est. Cost $12.48 Unrealized +12.0%
SYY SYSCO CORP COM 0.6%
Value ($000) $5,013 Shares 58,604 Est. Cost $24.80 Unrealized +176.3%
WFC WELLS FARGO AND CO NEW COM 0.6%
Value ($000) $4,879 Shares 90,688 Est. Cost $31.84 Unrealized +40.4%
CHUBB LTD 0.6%
Value ($000) $4,810 Shares 30,899 Est. Cost $121.63 Unrealized
KO COCA COLA CO COM 0.6%
Value ($000) $4,651 Shares 84,021 Est. Cost $28.31 Unrealized +57.2%
XLK SELECT SECTOR SPDR TR SBI INT- 0.6%
Value ($000) $4,539 Shares 49,520 Est. Cost $37.54 Unrealized
MO ALTRIA GROUP INC COM 0.5%
Value ($000) $4,340 Shares 86,962 Est. Cost $18.26 Unrealized +57.7%
DOV DOVER CORP COM 0.5%
Value ($000) $4,131 Shares 35,840 Est. Cost $39.99 Unrealized +146.0%
ABBVIE INC. 0.5%
Value ($000) $3,976 Shares 44,902 Est. Cost $43.22 Unrealized
MCD MCDONALDS CORP COM 0.5%
Value ($000) $3,963 Shares 20,054 Est. Cost $74.49 Unrealized +130.8%
TRUIST FINANCIAL CORP 0.5%
Value ($000) $3,963 Shares 70,358 Est. Cost $56.33 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.5%
Value ($000) $3,933 Shares 23,068 Est. Cost $47.82 Unrealized +203.4%
IYW ISHARES US TECHNOLOGY ETF 0.5%
Value ($000) $3,931 Shares 16,900 Est. Cost $102.73 Unrealized
XLP SELECT SECTOR SPDR TR SBI CONS 0.5%
Value ($000) $3,917 Shares 62,190 Est. Cost $50.79 Unrealized
EMR EMERSON ELEC CO COM 0.5%
Value ($000) $3,828 Shares 50,202 Est. Cost $41.59 Unrealized +51.0%
IGV ISHARES EXPANDED TECH-SW SECTO 0.5%
Value ($000) $3,708 Shares 15,910 Est. Cost $211.60 Unrealized
IVW ISHARES S AND P GROWTH ETF 0.4%
Value ($000) $3,352 Shares 17,313 Est. Cost $164.84 Unrealized
T ATT INC COM 0.4%
Value ($000) $3,262 Shares 83,473 Est. Cost $12.86 Unrealized +46.7%
MEDTRONIC PLC 0.4%
Value ($000) $3,157 Shares 27,825 Est. Cost $78.39 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.4%
Value ($000) $3,120 Shares 56,637 Est. Cost $24.00 Unrealized +91.2%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $3,070 Shares 34,915 Est. Cost $33.02 Unrealized +125.6%
TGT TARGET CORP COM 0.4%
Value ($000) $3,056 Shares 23,835 Est. Cost $47.91 Unrealized +108.4%
BDX BECTON DICKINSON AND CO COM 0.4%
Value ($000) $3,016 Shares 11,090 Est. Cost $84.18 Unrealized +169.0%
BMY BRISTOL MYERS SQUIBB CO COM 0.4%
Value ($000) $2,941 Shares 45,816 Est. Cost $29.90 Unrealized +51.1%
DGX QUEST DIAGNOSTICS INC COM 0.4%
Value ($000) $2,881 Shares 26,981 Est. Cost $46.98 Unrealized +96.8%
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $2,842 Shares 46,291 Est. Cost $27.84 Unrealized +53.7%
TROW PRICE T ROWE GROUP INC COM 0.3%
Value ($000) $2,821 Shares 23,153 Est. Cost $52.13 Unrealized +75.5%
CL COLGATE PALMOLIVE CO COM 0.3%
Value ($000) $2,776 Shares 40,319 Est. Cost $44.89 Unrealized +31.7%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $2,768 Shares 31,370 Est. Cost $45.52 Unrealized +60.1%
COMMUNICATION SERVICES SELECT 0.3%
Value ($000) $2,759 Shares 51,440 Est. Cost $46.93 Unrealized
VFC V F CORP COM 0.3%
Value ($000) $2,748 Shares 27,569 Est. Cost $55.13 Unrealized +62.6%
IBM INTERNATIONAL BUSINESS MACHS C 0.3%
Value ($000) $2,732 Shares 20,384 Est. Cost $112.46 Unrealized -11.2%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $2,577 Shares 14,346 Est. Cost $63.05 Unrealized +132.0%
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $2,523 Shares 42,561 Est. Cost $26.23 Unrealized +69.0%
SCHB SCHWAB US BROAD MARKET ETF 0.3%
Value ($000) $2,482 Shares 32,278 Est. Cost $66.34 Unrealized
THG HANOVER INS GROUP INC COM 0.3%
Value ($000) $2,455 Shares 17,961 Est. Cost $35.69 Unrealized +221.2%
PHM PULTE GROUP INC COM 0.3%
Value ($000) $2,415 Shares 62,250 Est. Cost $27.64 Unrealized +31.9%
BLACKROCK INC CL A 0.3%
Value ($000) $2,352 Shares 4,678 Est. Cost $281.53 Unrealized
ALB ALBEMARLE CORP COM 0.3%
Value ($000) $2,338 Shares 32,007 Est. Cost $69.34 Unrealized -11.2%
D DOMINION ENERGY INC 0.3%
Value ($000) $2,319 Shares 28,004 Est. Cost $50.16 Unrealized +24.4%
DU PONT DE NEMOURS, INC. 0.3%
Value ($000) $2,299 Shares 35,817 Est. Cost $74.82 Unrealized
PH PARKER HANNIFIN CORP COM 0.3%
Value ($000) $2,286 Shares 11,109 Est. Cost $81.82 Unrealized +117.1%
C.H. ROBINSON WORLDWIDE INC 0.3%
Value ($000) $2,263 Shares 28,941 Est. Cost $62.25 Unrealized
MKL MARKEL CORP COM 0.3%
Value ($000) $2,171 Shares 1,899 Est. Cost $571.37 Unrealized +99.3%
SCHG SCHWAB US LARGE CAP GROWTH 0.3%
Value ($000) $2,058 Shares 22,148 Est. Cost $80.69 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.2%
Value ($000) $2,003 Shares 21,148 Est. Cost $72.38 Unrealized
SJM SMUCKER J M CO COM NEW 0.2%
Value ($000) $1,950 Shares 18,723 Est. Cost $96.79 Unrealized -10.5%
DOW DOW INC COM 0.2%
Value ($000) $1,938 Shares 35,418 Est. Cost $36.37 Unrealized +0.9%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $1,903 Shares 16,253 Est. Cost $64.59 Unrealized +43.7%
HRL HORMEL FOODS CORP. 0.2%
Value ($000) $1,881 Shares 41,697 Est. Cost $27.88 Unrealized +30.5%
WESTROCK CO. 0.2%
Value ($000) $1,880 Shares 43,804 Est. Cost $38.41 Unrealized
GLW CORNING INC COM 0.2%
Value ($000) $1,846 Shares 63,425 Est. Cost $12.89 Unrealized +89.6%
XLF SELECT SECTOR SPDR TR SBI INT- 0.2%
Value ($000) $1,846 Shares 59,983 Est. Cost $20.99 Unrealized
WISDOMTREE US LARGE CAP FUND 0.2%
Value ($000) $1,796 Shares 48,940 Est. Cost $30.65 Unrealized
MARATHON PETROLEUM CORP 0.2%
Value ($000) $1,789 Shares 29,700 Est. Cost $56.34 Unrealized
ROYAL DUTCH SHELL PLC SPONS AD 0.2%
Value ($000) $1,740 Shares 29,510 Est. Cost $63.82 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL 0.2%
Value ($000) $1,737 Shares 7,668 Est. Cost $150.51 Unrealized +44.3%
ATR APTARGROUP INC COM 0.2%
Value ($000) $1,731 Shares 14,968 Est. Cost $49.26 Unrealized +113.2%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.2%
Value ($000) $1,698 Shares 5 Est. Cost $165023.42 Unrealized +97.4%
SOXX ISHARES PHLX SEMICONDUCTOR ETF 0.2%
Value ($000) $1,692 Shares 6,738 Est. Cost $189.59 Unrealized
CONOCOPHILLIPS COM 0.2%
Value ($000) $1,655 Shares 25,451 Est. Cost $59.89 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $1,645 Shares 14,769 Est. Cost $63.41 Unrealized +37.8%
CAT CATERPILLAR INC DEL COM 0.2%
Value ($000) $1,640 Shares 11,108 Est. Cost $70.54 Unrealized +74.4%
GLOBE LIFE INC 0.2%
Value ($000) $1,598 Shares 15,180 Est. Cost $95.75 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $1,500 Shares 9,053 Est. Cost $124.74 Unrealized
ALL ALLSTATE CORP COM 0.2%
Value ($000) $1,487 Shares 13,220 Est. Cost $37.12 Unrealized +153.8%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $1,486 Shares 8,425 Est. Cost $59.93 Unrealized +160.1%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $1,442 Shares 11,582 Est. Cost $60.39 Unrealized +82.3%
NVO NOVO-NORDISK A S ADR 0.2%
Value ($000) $1,428 Shares 24,668 Est. Cost $46.27 Unrealized
KLAC KLA CORP 0.2%
Value ($000) $1,418 Shares 7,961 Est. Cost $92.24 Unrealized +68.8%
VOT VANGUARD INDEX FDS MCAP GR IDX 0.2%
Value ($000) $1,408 Shares 8,865 Est. Cost $79.58 Unrealized
APD AIR PRODS AND CHEMS INC COM 0.2%
Value ($000) $1,383 Shares 5,884 Est. Cost $135.35 Unrealized +43.4%
LLY LILLY ELI AND CO COM 0.2%
Value ($000) $1,355 Shares 10,309 Est. Cost $45.27 Unrealized +137.6%
TRV TRAVELERS COMPANIES INC COM 0.2%
Value ($000) $1,319 Shares 9,630 Est. Cost $67.58 Unrealized +76.5%
EVEREST RE GROUP LTD COM 0.2%
Value ($000) $1,287 Shares 4,650 Est. Cost $192.50 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $1,206 Shares 6,673 Est. Cost $102.02 Unrealized +46.4%
BK BANK OF NEW YORK MELLON CORP C 0.1%
Value ($000) $1,142 Shares 22,681 Est. Cost $39.37 Unrealized +1.4%
NTRS NORTHERN TRUST CORP 0.1%
Value ($000) $1,140 Shares 10,728 Est. Cost $51.29 Unrealized +64.8%
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $1,097 Shares 98,271 Est. Cost $22.97 Unrealized
CVS CVS HEALTH CORPORATION COM 0.1%
Value ($000) $1,081 Shares 14,550 Est. Cost $50.62 Unrealized +14.1%
TTC TORO CO COM 0.1%
Value ($000) $1,048 Shares 13,150 Est. Cost $40.08 Unrealized +91.1%
PENSKE AUTOMOTIVE GRP INC COM 0.1%
Value ($000) $1,035 Shares 20,610 Est. Cost $33.57 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.1%
Value ($000) $1,026 Shares 22,144 Est. Cost $30.85 Unrealized +15.8%
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $1,021 Shares 20,180 Est. Cost $39.06 Unrealized +11.7%
IWR ISHARES RUSSELL MID CAP ETF 0.1%
Value ($000) $1,017 Shares 17,052 Est. Cost $71.78 Unrealized
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $1,004 Shares 24,982 Est. Cost $52.19 Unrealized -41.1%
CORTEVA INC. 0.1%
Value ($000) $977 Shares 33,066 Est. Cost $29.58 Unrealized
MSM MSC INDUSTRIAL DIRECT CO-A 0.1%
Value ($000) $970 Shares 12,358 Est. Cost $74.28 Unrealized -0.6%
TAP MOLSON COORS BEVERAGE CO. 0.1%
Value ($000) $963 Shares 17,874 Est. Cost $39.42 Unrealized +16.5%
ACN ACCENTURE PLC IRELAND SHS CLAS 0.1%
Value ($000) $957 Shares 4,545 Est. Cost $63.81 Unrealized +179.6%
INGR INGREDION INC 0.1%
Value ($000) $951 Shares 10,228 Est. Cost $74.10 Unrealized +13.4%
ZIMMER BIOMET HOLDINGS INC COM 0.1%
Value ($000) $947 Shares 6,325 Est. Cost $128.87 Unrealized
NEXTERA ENERGY INC 0.1%
Value ($000) $932 Shares 3,848 Est. Cost $194.41 Unrealized
AMCOR PLC ORD 0.1%
Value ($000) $898 Shares 82,869 Est. Cost $11.46 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $894 Shares 8,825 Est. Cost $43.88 Unrealized +97.8%
VENTAS INC. 0.1%
Value ($000) $883 Shares 15,301 Est. Cost $51.08 Unrealized
BAC BANK OF AMERICA CORPORATION CO 0.1%
Value ($000) $873 Shares 24,790 Est. Cost $18.47 Unrealized +50.4%
UDR UDR INC COM 0.1%
Value ($000) $864 Shares 18,510 Est. Cost $26.10 Unrealized +46.4%
VIOO VANGUARD S&P SMALL CAP 600 ETF 0.1%
Value ($000) $797 Shares 5,240 Est. Cost $141.62 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $793 Shares 4,178 Est. Cost $150.53 Unrealized +13.4%
DE DEERE AND CO COM 0.1%
Value ($000) $780 Shares 4,503 Est. Cost $69.35 Unrealized +127.8%
ROYAL CARIBBEAN CRUISES LTD CO 0.1%
Value ($000) $764 Shares 5,725 Est. Cost $81.87 Unrealized
VIG VANGUARD SPECIALIZED PORTFOLIO 0.1%
Value ($000) $749 Shares 6,010 Est. Cost $66.90 Unrealized
SYK STRYKER CORP COM 0.1%
Value ($000) $709 Shares 3,375 Est. Cost $167.83 Unrealized +15.7%
FHI FEDERATED INVS INC PA CL B 0.1%
Value ($000) $686 Shares 21,051 Est. Cost $17.39 Unrealized +41.1%
CHD CHURCH AND DWIGHT CO INC 0.1%
Value ($000) $679 Shares 9,650 Est. Cost $42.65 Unrealized +54.9%
BX BLACKSTONE GROUP INC 0.1%
Value ($000) $644 Shares 11,507 Est. Cost $33.68 Unrealized +25.0%
SPYG SPDR SERIES TRUST PRTFLO S&P50 0.1%
Value ($000) $625 Shares 14,905 Est. Cost $38.73 Unrealized
IWV ISHARES RUSSELL 3000 EFT 0.1%
Value ($000) $622 Shares 3,299 Est. Cost $174.12 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $576 Shares 15,264 Est. Cost $41.58 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $568 Shares 5,634 Est. Cost $40.23 Unrealized +129.6%
KINSALE CAPITAL GROUP INC 0.1%
Value ($000) $529 Shares 5,200 Est. Cost $63.85 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $523 Shares 9,763 Est. Cost $32.72 Unrealized +30.8%
KHC THE KRAFT HEINZ CO 0.1%
Value ($000) $518 Shares 16,111 Est. Cost $47.82 Unrealized -52.7%
TD TORONTO DOMINION BK ONT COM NE 0.1%
Value ($000) $490 Shares 8,725 Est. Cost $43.09 Unrealized +31.6%
COR AMERISOURCEBERGEN CORP COM 0.1%
Value ($000) $488 Shares 5,734 Est. Cost $40.52 Unrealized +75.7%
APACHE CORP COM 0.1%
Value ($000) $471 Shares 18,397 Est. Cost $41.57 Unrealized
ALCO ALICO INC 0.1%
Value ($000) $461 Shares 12,858 Est. Cost $29.47 Unrealized 0.0%
MA MASTERCARD INC CL A 0.1%
Value ($000) $458 Shares 1,535 Est. Cost $92.26 Unrealized +195.5%
CSX CSX CORP COM 0.1%
Value ($000) $431 Shares 5,955 Est. Cost $7.77 Unrealized +180.4%
SO SOUTHERN CO COM 0.1%
Value ($000) $428 Shares 6,725 Est. Cost $29.26 Unrealized +67.1%
STANTEC INC. 0.1%
Value ($000) $415 Shares 14,651 Est. Cost $24.28 Unrealized
XLE SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $372 Shares 6,195 Est. Cost $60.05 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $372 Shares 3,986 Est. Cost $13.65 Unrealized +26.2%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $360 Shares 2,638 Est. Cost $86.59 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $359 Shares 9,716 Est. Cost $13.23 Unrealized +15.6%
WAT WATERS CORP COM 0.0%
Value ($000) $357 Shares 1,528 Est. Cost $135.42 Unrealized +63.1%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $355 Shares 4,250 Est. Cost $53.47 Unrealized +37.2%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $353 Shares 1,725 Est. Cost $190.77 Unrealized -12.1%
BWA BORGWARNER INC COM 0.0%
Value ($000) $347 Shares 8,000 Est. Cost $36.08 Unrealized -7.6%
CGNX COGNEX CORP 0.0%
Value ($000) $336 Shares 6,000 Est. Cost $42.37 Unrealized +14.8%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $334 Shares 1,687 Est. Cost $179.31 Unrealized -1.0%
APPLIED ENERGETICS INC 0.0%
Value ($000) $330 Shares 1,000,000 Est. Cost $0.24 Unrealized
NEXSTAR BROADCASTING GROUP A 0.0%
Value ($000) $312 Shares 2,660 Est. Cost $81.58 Unrealized
UVV UNIVERSAL CORP VA COM 0.0%
Value ($000) $309 Shares 5,420 Est. Cost $58.42 Unrealized -7.6%
AQUA AMERICA INC COM 0.0%
Value ($000) $298 Shares 6,350 Est. Cost $36.43 Unrealized
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $296 Shares 3,132 Est. Cost $31.69 Unrealized +134.3%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $272 Shares 4,689 Est. Cost $44.32 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $269 Shares 1,300 Est. Cost $176.07 Unrealized +1.8%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $264 Shares 2,566 Est. Cost $72.22 Unrealized +20.2%
VYM VANGUARD HIGH DIVIDEND YIELD E 0.0%
Value ($000) $262 Shares 2,800 Est. Cost $83.21 Unrealized
GLAXOSMITHKLINE PLC SPONSORED 0.0%
Value ($000) $256 Shares 5,458 Est. Cost $48.73 Unrealized
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $251 Shares 8,302 Est. Cost $20.52 Unrealized +12.6%
TE CONNECTIVITY LTD 0.0%
Value ($000) $248 Shares 2,590 Est. Cost $60.30 Unrealized
IDEXX LABORATORIES INC 0.0%
Value ($000) $235 Shares 900 Est. Cost $223.35 Unrealized
PFF ISHARES PREFERRED AND INCOME S 0.0%
Value ($000) $235 Shares 6,240 Est. Cost $37.56 Unrealized
DUKE ENERGY CORP NEW COM 0.0%
Value ($000) $230 Shares 2,517 Est. Cost $95.81 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $227 Shares 660 Est. Cost $267.26 Unrealized +18.9%
ECL ECOLAB INC COM 0.0%
Value ($000) $224 Shares 1,159 Est. Cost $150.92 Unrealized +17.7%
BIIB BIOGEN INC 0.0%
Value ($000) $223 Shares 750 Est. Cost $296.18 Unrealized -6.3%
RY ROYAL BK CDA MONTREAL QUE COM 0.0%
Value ($000) $215 Shares 2,715 Est. Cost $78.06 Unrealized +3.2%
GTN GRAY TELEVISION, INC. 0.0%
Value ($000) $214 Shares 10,000 Est. Cost $19.81 Unrealized -6.3%
MCY MERCURY GENL CORP NEW COM 0.0%
Value ($000) $211 Shares 4,328 Est. Cost $47.65 Unrealized +5.5%
SCHV SCHWAB US LARGE CAP VALUE 0.0%
Value ($000) $209 Shares 3,470 Est. Cost $60.23 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $207 Shares 1,348 Est. Cost $122.98 Unrealized 0.0%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $206 Shares 1,810 Est. Cost $105.11 Unrealized -2.9%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $204 Shares 1,151 Est. Cost $143.91 Unrealized 0.0%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $203 Shares 13,500 Est. Cost $14.71 Unrealized
FLEX FLEX LTD ORD 0.0%
Value ($000) $199 Shares 15,750 Est. Cost $5.46 Unrealized +57.9%
SRC ENERGY INC 0.0%
Value ($000) $82 Shares 20,000 Est. Cost $5.10 Unrealized