NEVILLE RODIE & SHAW INC Diversified Active

CIK: 0000071210 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 3, 2017

Total Value ($000): $875,990 (100.0% shares, 0.0% debt)

Holdings (253)

XOM EXXON MOBIL CORP 5.7%
Value ($000) $50,361 Shares 623,828 Est. Cost $53.69 Unrealized +3.3%
AAPL APPLE INC 4.5%
Value ($000) $39,703 Shares 275,673 Est. Cost $18.32 Unrealized +87.3%
JNJ JOHNSON & JOHNSON 4.0%
Value ($000) $34,992 Shares 264,512 Est. Cost $60.93 Unrealized +64.8%
TMO THERMO FISHER SCIENTIFIC INC 2.3%
Value ($000) $19,918 Shares 114,163 Est. Cost $79.88 Unrealized +105.4%
MRK MERCK & COMPANY 2.2%
Value ($000) $18,889 Shares 294,730 Est. Cost $30.35 Unrealized +53.3%
NEE NEXTERA ENERGY INC 1.8%
Value ($000) $15,799 Shares 112,739 Est. Cost $14.15 Unrealized +94.7%
WFC WELLS FARGO 1.6%
Value ($000) $14,005 Shares 252,743 Est. Cost $27.44 Unrealized +53.7%
PYPL PAYPAL HLDGS INC 1.5%
Value ($000) $13,531 Shares 252,114 Est. Cost $38.61 Unrealized +27.0%
NXPI NXP SEMICONDUCTORS NV 1.5%
Value ($000) $13,482 Shares 123,173 Est. Cost $83.53 Unrealized +13.9%
GOOGL ALPHABET CLASS A 1.5%
Value ($000) $13,208 Shares 14,207 Est. Cost $36.71 Unrealized +26.5%
BA BOEING CO 1.5%
Value ($000) $12,965 Shares 65,565 Est. Cost $115.95 Unrealized +50.8%
SPY S&P 500 DEPOSITORY RECEIPTS 1.5%
Value ($000) $12,801 Shares 52,940 Est. Cost $179.89 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $12,762 Shares 185,135 Est. Cost $40.48 Unrealized +53.9%
NSC NORFOLK SOUTHERN CORP 1.4%
Value ($000) $12,603 Shares 103,556 Est. Cost $58.76 Unrealized +68.1%
BP BP P L C 1.4%
Value ($000) $12,398 Shares 357,795 Est. Cost $42.08 Unrealized
DUPONT E I DE NEMOURS CO 1.4%
Value ($000) $12,373 Shares 153,311 Est. Cost $52.50 Unrealized
DIS DISNEY (WALT) CO 1.4%
Value ($000) $12,112 Shares 113,994 Est. Cost $59.09 Unrealized +73.4%
MDY SPDR S&P MIDCAP 400 ETF 1.4%
Value ($000) $12,022 Shares 37,847 Est. Cost $245.32 Unrealized
GOOG ALPHABET CLASS C 1.4%
Value ($000) $11,966 Shares 13,167 Est. Cost $35.61 Unrealized +27.6%
MCD MCDONALDS CORP 1.3%
Value ($000) $11,024 Shares 71,973 Est. Cost $72.62 Unrealized +62.4%
HSIC SCHEIN HENRY INC 1.3%
Value ($000) $10,961 Shares 59,892 Est. Cost $52.98 Unrealized +31.5%
JPM J P MORGAN CHASE & CO 1.2%
Value ($000) $10,842 Shares 118,628 Est. Cost $36.80 Unrealized +86.2%
ORCL ORACLE CORP 1.2%
Value ($000) $10,571 Shares 210,820 Est. Cost $37.65 Unrealized +6.5%
GENERAL ELECTRIC CO 1.2%
Value ($000) $10,548 Shares 390,499 Est. Cost $23.19 Unrealized
V VISA INC 1.2%
Value ($000) $10,475 Shares 111,701 Est. Cost $65.83 Unrealized +32.8%
IBM INTL BUSINESS MACHINES 1.2%
Value ($000) $10,261 Shares 66,703 Est. Cost $118.20 Unrealized -12.2%
INTC INTEL CORP 1.2%
Value ($000) $10,107 Shares 299,555 Est. Cost $17.18 Unrealized +72.1%
FLS FLOWSERVE CORP 1.1%
Value ($000) $9,616 Shares 207,125 Est. Cost $41.01 Unrealized -1.6%
PG PROCTER & GAMBLE CO 1.1%
Value ($000) $9,598 Shares 110,133 Est. Cost $55.26 Unrealized +26.9%
ABBV ABBVIE INC 1.1%
Value ($000) $9,368 Shares 129,198 Est. Cost $34.63 Unrealized +35.6%
CVX CHEVRON CORP 1.0%
Value ($000) $9,140 Shares 87,602 Est. Cost $71.61 Unrealized +2.2%
ZTS ZOETIS INC CL A 1.0%
Value ($000) $8,768 Shares 140,566 Est. Cost $50.72 Unrealized +9.0%
CELGENE CORP 1.0%
Value ($000) $8,743 Shares 67,318 Est. Cost $108.04 Unrealized
PWR QUANTA SERVICES INC 0.9%
Value ($000) $8,288 Shares 251,759 Est. Cost $29.46 Unrealized +10.9%
BXMT BLACKSTONE MTG TR INC CL A 0.9%
Value ($000) $8,088 Shares 255,971 Est. Cost $28.03 Unrealized
SLB SCHLUMBERGER LTD 0.9%
Value ($000) $8,084 Shares 122,787 Est. Cost $53.97 Unrealized +3.4%
BRK/B BERKSHIRE HATHAWAY CL B NEW 0.9%
Value ($000) $7,997 Shares 47,218 Est. Cost $129.70 Unrealized +28.2%
PEP PEPSICO INC 0.9%
Value ($000) $7,881 Shares 68,237 Est. Cost $57.17 Unrealized +54.3%
HD HOME DEPOT 0.9%
Value ($000) $7,507 Shares 48,941 Est. Cost $64.77 Unrealized +92.2%
JACOBS ENGINEERING GROUP 0.8%
Value ($000) $7,187 Shares 132,130 Est. Cost $54.58 Unrealized
UNITED TECHNOLOGIES CORP 0.8%
Value ($000) $7,036 Shares 57,622 Est. Cost $93.81 Unrealized
IBB ISHARES NASDQ BIOTECH INDEX FN 0.8%
Value ($000) $6,984 Shares 22,523 Est. Cost $196.29 Unrealized
HON HONEYWELL INTERNATIONAL 0.8%
Value ($000) $6,917 Shares 51,895 Est. Cost $56.24 Unrealized +75.6%
LAM RESEARCH CORP 0.8%
Value ($000) $6,881 Shares 48,658 Est. Cost $75.38 Unrealized
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $6,843 Shares 114,775 Est. Cost $45.67 Unrealized +5.1%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $6,756 Shares 80,203 Est. Cost $63.56 Unrealized +10.6%
GBDC GOLUB CAPITAL BDC INC 0.8%
Value ($000) $6,741 Shares 352,558 Est. Cost $6.08 Unrealized +45.5%
UPS UNITED PARCEL SERVICE CLASS B 0.8%
Value ($000) $6,695 Shares 60,539 Est. Cost $55.72 Unrealized +38.8%
PFE PFIZER INC 0.8%
Value ($000) $6,600 Shares 196,481 Est. Cost $16.95 Unrealized +27.4%
UNP UNION PACIFIC CORP 0.7%
Value ($000) $6,543 Shares 60,078 Est. Cost $66.46 Unrealized +35.6%
META FACEBOOK INC CL A 0.7%
Value ($000) $6,448 Shares 42,706 Est. Cost $109.04 Unrealized +35.4%
WAB WABTEC CORP 0.7%
Value ($000) $6,263 Shares 68,452 Est. Cost $51.36 Unrealized +54.2%
T AT&T INC (NEW) 0.7%
Value ($000) $6,060 Shares 160,630 Est. Cost $11.93 Unrealized +33.5%
NSRGY NESTLE SPONSORED ADR 0.7%
Value ($000) $6,057 Shares 69,509 Est. Cost $66.03 Unrealized
FDX FEDEX CORP 0.7%
Value ($000) $5,998 Shares 27,595 Est. Cost $98.22 Unrealized +74.1%
FCNTX FIDELITY CONTRAFUND 0.7%
Value ($000) $5,929 Shares 51,895 Est. Cost $91.39 Unrealized
POWERSHARES QQQ TRUST UNIT SER 0.7%
Value ($000) $5,916 Shares 42,979 Est. Cost $104.19 Unrealized
MMM 3M COMPANY 0.7%
Value ($000) $5,771 Shares 27,721 Est. Cost $61.26 Unrealized +103.5%
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $5,346 Shares 95,938 Est. Cost $31.06 Unrealized +28.5%
COST COSTCO WHOLESALE CORP 0.6%
Value ($000) $5,092 Shares 31,840 Est. Cost $99.23 Unrealized +52.1%
WY WEYERHAEUSER CO 0.6%
Value ($000) $5,018 Shares 149,808 Est. Cost $19.98 Unrealized +20.3%
BB&T CORPORATION 0.6%
Value ($000) $4,875 Shares 107,346 Est. Cost $33.80 Unrealized
GLW CORNING INC 0.5%
Value ($000) $4,667 Shares 155,295 Est. Cost $10.49 Unrealized +117.1%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.5%
Value ($000) $4,585 Shares 18 Est. Cost $173021.84 Unrealized +44.3%
HTLD HEARTLAND EXPRESS 0.5%
Value ($000) $4,513 Shares 216,776 Est. Cost $13.77 Unrealized +44.7%
NKE NIKE INC 0.5%
Value ($000) $4,391 Shares 74,425 Est. Cost $42.61 Unrealized +13.3%
ES EVERSOURCE ENERGY COM 0.5%
Value ($000) $4,373 Shares 72,031 Est. Cost $36.21 Unrealized +24.4%
CFR CULLEN FROST BANKERS INC 0.5%
Value ($000) $4,233 Shares 45,074 Est. Cost $44.93 Unrealized +59.6%
EPD ENTERPRISE PRODS PARTNERS 0.5%
Value ($000) $4,149 Shares 153,223 Est. Cost $49.05 Unrealized
DHR DANAHER CORP 0.5%
Value ($000) $4,052 Shares 48,012 Est. Cost $26.41 Unrealized +171.7%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $3,927 Shares 87,923 Est. Cost $27.41 Unrealized +7.7%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $3,856 Shares 37,633 Est. Cost $48.67 Unrealized +73.0%
HUBB HUBBELL INC 0.4%
Value ($000) $3,846 Shares 33,987 Est. Cost $76.44 Unrealized +26.6%
CB CHUBB LIMITED COM 0.4%
Value ($000) $3,640 Shares 25,037 Est. Cost $96.06 Unrealized +25.8%
MKL MARKEL CORP HOLDING CO 0.4%
Value ($000) $3,578 Shares 3,666 Est. Cost $523.59 Unrealized +85.4%
KO COCA-COLA CO 0.4%
Value ($000) $3,517 Shares 78,416 Est. Cost $27.88 Unrealized +20.8%
ABT ABBOTT LABS 0.4%
Value ($000) $3,208 Shares 65,988 Est. Cost $29.05 Unrealized +33.9%
XLY CONS DISC SELECT SECTOR SPDR 0.4%
Value ($000) $3,078 Shares 34,349 Est. Cost $75.85 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $2,982 Shares 42,130 Est. Cost $43.09 Unrealized +12.1%
AME AMETEK INC 0.3%
Value ($000) $2,818 Shares 46,524 Est. Cost $41.48 Unrealized +34.1%
BUNGE LIMITED 0.3%
Value ($000) $2,756 Shares 36,935 Est. Cost $70.31 Unrealized
BKU BANKUNITED INC 0.3%
Value ($000) $2,750 Shares 81,607 Est. Cost $23.16 Unrealized +14.0%
CAT CATERPILLAR INC 0.3%
Value ($000) $2,585 Shares 24,063 Est. Cost $62.26 Unrealized +35.0%
COP CONOCO PHILLIPS 0.3%
Value ($000) $2,543 Shares 57,860 Est. Cost $43.94 Unrealized -19.2%
PSX PHILLIPS 66 0.3%
Value ($000) $2,507 Shares 30,309 Est. Cost $50.52 Unrealized +11.4%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $2,461 Shares 13,274 Est. Cost $51.84 Unrealized +194.6%
VFIAX VANGUARD 500 INDEX FUND ADM 0.3%
Value ($000) $2,447 Shares 10,934 Est. Cost $193.64 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $2,081 Shares 16,115 Est. Cost $63.21 Unrealized +52.2%
BAX BAXTER INTERNATIONAL 0.2%
Value ($000) $2,061 Shares 34,050 Est. Cost $32.72 Unrealized +50.0%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $1,983 Shares 13,584 Est. Cost $96.34 Unrealized +33.4%
BK BANK OF NEW YORK MELLON CORP 0.2%
Value ($000) $1,952 Shares 38,257 Est. Cost $22.78 Unrealized +66.6%
DVN DEVON ENERGY CORP 0.2%
Value ($000) $1,887 Shares 59,025 Est. Cost $47.09 Unrealized -45.1%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,855 Shares 8,360 Est. Cost $164.76 Unrealized +12.0%
DUK DUKE ENERGY CORPORATION COM NE 0.2%
Value ($000) $1,848 Shares 22,116 Est. Cost $42.45 Unrealized +39.2%
ROYAL DUTCH SHELL PLC SPON ADR 0.2%
Value ($000) $1,833 Shares 33,673 Est. Cost $56.42 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,822 Shares 24,570 Est. Cost $44.80 Unrealized +35.4%
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,757 Shares 23,605 Est. Cost $16.28 Unrealized +141.4%
CRM SALESFORCE.COM INC 0.2%
Value ($000) $1,738 Shares 20,073 Est. Cost $75.13 Unrealized +14.5%
OAKTREE CAPITAL GROUP LLC 0.2%
Value ($000) $1,734 Shares 37,200 Est. Cost $48.00 Unrealized
PM PHILIP MORRIS INTL 0.2%
Value ($000) $1,704 Shares 14,512 Est. Cost $49.85 Unrealized +49.0%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,678 Shares 18,903 Est. Cost $58.10 Unrealized +16.4%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $1,670 Shares 21,700 Est. Cost $25.83 Unrealized +144.5%
EXPRESS SCRIPTS HOLDING COMPAN 0.2%
Value ($000) $1,666 Shares 26,099 Est. Cost $61.74 Unrealized
MOG/A MOOG INC CLASS A 0.2%
Value ($000) $1,627 Shares 22,687 Est. Cost $44.53 Unrealized +43.5%
USB U S BANCORP 0.2%
Value ($000) $1,612 Shares 31,044 Est. Cost $22.41 Unrealized +65.0%
AMZN AMAZON.COM INC 0.2%
Value ($000) $1,542 Shares 1,593 Est. Cost $26.19 Unrealized +82.2%
MONMOUTH REAL ESTATE INVT CORP 0.2%
Value ($000) $1,505 Shares 100,000 Est. Cost $9.72 Unrealized
ALLIANZGI GLOBAL WATER INST FU 0.2%
Value ($000) $1,458 Shares 100,217 Est. Cost $13.81 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.2%
Value ($000) $1,426 Shares 11,422 Est. Cost $47.34 Unrealized +90.8%
RIO RIO TINTO PLC ADR SPONSORED 0.2%
Value ($000) $1,422 Shares 33,600 Est. Cost $41.32 Unrealized
GENL AMERICAN INVESTORS INC 0.2%
Value ($000) $1,399 Shares 40,724 Est. Cost $32.69 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.2%
Value ($000) $1,314 Shares 15,908 Est. Cost $50.76 Unrealized +37.8%
DE DEERE & CO 0.1%
Value ($000) $1,312 Shares 10,622 Est. Cost $68.07 Unrealized +51.0%
ANADARKO PETROLEUM CORP 0.1%
Value ($000) $1,303 Shares 28,735 Est. Cost $77.01 Unrealized
DOW CHEMICAL CO 0.1%
Value ($000) $1,264 Shares 20,055 Est. Cost $32.17 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $1,255 Shares 51,735 Est. Cost $12.86 Unrealized +48.6%
EW EDWARDS LIFESCIENCES 0.1%
Value ($000) $1,253 Shares 10,600 Est. Cost $20.88 Unrealized +74.8%
TD TORONTO DOMINION BANK 0.1%
Value ($000) $1,163 Shares 23,082 Est. Cost $40.61 Unrealized +18.7%
FTV FORTIVE CORP 0.1%
Value ($000) $1,161 Shares 18,329 Est. Cost $30.87 Unrealized +23.1%
FFTWX FIDELITY FREEDOM 2025 FUND 0.1%
Value ($000) $1,160 Shares 84,352 Est. Cost $12.79 Unrealized
CSX CSX CORP 0.1%
Value ($000) $1,091 Shares 19,988 Est. Cost $8.00 Unrealized +90.3%
SLRC SOLAR CAPITAL LTD 0.1%
Value ($000) $1,061 Shares 48,500 Est. Cost $6.77 Unrealized +43.2%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $1,060 Shares 13,539 Est. Cost $76.79 Unrealized
CNI CANADIAN NATL RAILWAY CO 0.1%
Value ($000) $1,041 Shares 12,842 Est. Cost $48.29 Unrealized +34.7%
VSMAX VANGUARD SMALL CAP INDEX ADM F 0.1%
Value ($000) $990 Shares 15,229 Est. Cost $55.40 Unrealized
KMI KINDER MORGAN INC 0.1%
Value ($000) $989 Shares 51,602 Est. Cost $21.45 Unrealized -41.9%
WMB WILLIAMS COS 0.1%
Value ($000) $978 Shares 32,300 Est. Cost $22.82 Unrealized -18.2%
FIREEYE INC 0.1%
Value ($000) $976 Shares 64,150 Est. Cost $25.47 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR 0.1%
Value ($000) $954 Shares 17,927 Est. Cost $62.69 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $934 Shares 16,144 Est. Cost $32.41 Unrealized +49.5%
BLACKSTONE GROUP LP 0.1%
Value ($000) $876 Shares 26,273 Est. Cost $35.43 Unrealized
SHIRE PLC ADR 0.1%
Value ($000) $863 Shares 5,218 Est. Cost $184.01 Unrealized
NVS NOVARTIS AG SPON ADR 0.1%
Value ($000) $829 Shares 9,932 Est. Cost $94.09 Unrealized
ZBH ZIMMER HOLDINGS 0.1%
Value ($000) $819 Shares 6,379 Est. Cost $72.60 Unrealized +52.2%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $810 Shares 4,999 Est. Cost $67.72 Unrealized +98.5%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $800 Shares 25,582 Est. Cost $15.24 Unrealized +64.4%
NEM NEWMONT MINING CORP 0.1%
Value ($000) $797 Shares 24,600 Est. Cost $24.22 Unrealized +9.8%
WMT WAL-MART STORES INC 0.1%
Value ($000) $794 Shares 10,487 Est. Cost $20.16 Unrealized +9.2%
TGT TARGET CORP 0.1%
Value ($000) $791 Shares 15,130 Est. Cost $47.18 Unrealized -9.8%
ENB ENBRIDGE INC 0.1%
Value ($000) $775 Shares 19,465 Est. Cost $24.73 Unrealized -3.7%
PRAXAIR INC 0.1%
Value ($000) $771 Shares 5,819 Est. Cost $115.76 Unrealized
INGERSOLL-RAND PLC 0.1%
Value ($000) $768 Shares 8,400 Est. Cost $55.52 Unrealized
SWPPX SCHWAB S&P 500 INDEX SELECT FD 0.1%
Value ($000) $767 Shares 20,394 Est. Cost $26.67 Unrealized
EOG EOG RESOURCES INC. 0.1%
Value ($000) $756 Shares 8,362 Est. Cost $65.14 Unrealized +5.4%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $745 Shares 5,202 Est. Cost $49.85 Unrealized +127.3%
KNIGHT TRANSPORTATION 0.1%
Value ($000) $736 Shares 19,868 Est. Cost $16.82 Unrealized
SU SUNCOR ENERGY INC 0.1%
Value ($000) $713 Shares 24,443 Est. Cost $19.72 Unrealized +13.2%
FMCSX FIDELITY MID CAP STK FND 0.1%
Value ($000) $690 Shares 18,887 Est. Cost $34.53 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $680 Shares 17,468 Est. Cost $26.84 Unrealized +18.9%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $675 Shares 8,675 Est. Cost $46.59 Unrealized +37.3%
MKC MCCORMICK & CO 0.1%
Value ($000) $673 Shares 6,900 Est. Cost $28.19 Unrealized +52.3%
FDCAX FIDELITY CAP APPRECIATION FD 0.1%
Value ($000) $670 Shares 19,306 Est. Cost $33.34 Unrealized
ALLERGAN PLC SHS 0.1%
Value ($000) $656 Shares 2,699 Est. Cost $294.82 Unrealized
FLPSX FIDELITY LOW PRICE STOCK FUND 0.1%
Value ($000) $647 Shares 12,131 Est. Cost $46.09 Unrealized
PAA PLAINS ALL AMER PIPELINE LP 0.1%
Value ($000) $603 Shares 22,968 Est. Cost $56.44 Unrealized
EQR EQUITY RESIDENTIAL PROP SBI 0.1%
Value ($000) $592 Shares 9,000 Est. Cost $31.42 Unrealized +51.6%
CERNER CORP 0.1%
Value ($000) $532 Shares 8,000 Est. Cost $48.02 Unrealized
OUTFRONT MEDIA INC 0.1%
Value ($000) $509 Shares 22,000 Est. Cost $29.91 Unrealized
PPL PPL CORP 0.1%
Value ($000) $506 Shares 13,100 Est. Cost $16.47 Unrealized +59.4%
FBALX FIDELITY BALANCED FUND 0.1%
Value ($000) $502 Shares 21,086 Est. Cost $23.16 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $501 Shares 11,613 Est. Cost $23.52 Unrealized +55.9%
HPQ HP INC 0.1%
Value ($000) $497 Shares 28,421 Est. Cost $9.12 Unrealized +51.5%
BARD C R INC 0.1%
Value ($000) $490 Shares 1,550 Est. Cost $117.60 Unrealized
FIDELITY INDEPENDNCE FD 0.1%
Value ($000) $488 Shares 13,024 Est. Cost $35.64 Unrealized
UHT UNIVERSAL HEALTH/REALTY SBI 0.1%
Value ($000) $485 Shares 6,096 Est. Cost $41.81 Unrealized
ROCKWELL COLLINS INC 0.1%
Value ($000) $483 Shares 4,600 Est. Cost $63.48 Unrealized
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $482 Shares 8,128 Est. Cost $37.20 Unrealized +43.5%
C CITIGROUP INC 0.1%
Value ($000) $473 Shares 7,078 Est. Cost $36.72 Unrealized +26.5%
HPE HEWLETT PACKARD ENTERPRISE 0.1%
Value ($000) $472 Shares 28,421 Est. Cost $6.50 Unrealized +65.1%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $468 Shares 6,000 Est. Cost $31.43 Unrealized +108.7%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $455 Shares 11,000 Est. Cost $25.63 Unrealized +29.7%
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $452 Shares 5,274 Est. Cost $47.83 Unrealized +27.0%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $451 Shares 6,075 Est. Cost $47.69 Unrealized +8.8%
SNA SNAP-ON INC 0.1%
Value ($000) $450 Shares 2,850 Est. Cost $66.83 Unrealized +97.3%
FIDELITY SPARTAN INTL IDEX FD 0.1%
Value ($000) $445 Shares 11,000 Est. Cost $39.32 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $444 Shares 4,200 Est. Cost $38.29 Unrealized +77.4%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $427 Shares 5,482 Est. Cost $53.32 Unrealized +9.5%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $427 Shares 8,164 Est. Cost $32.08 Unrealized +23.2%
DOV DOVER CORP 0.0%
Value ($000) $420 Shares 5,232 Est. Cost $40.90 Unrealized +38.8%
OKE ONEOK INC 0.0%
Value ($000) $417 Shares 8,000 Est. Cost $13.46 Unrealized +125.2%
ENERGY TRANSFER PARTNERS LP 0.0%
Value ($000) $417 Shares 20,451 Est. Cost $20.39 Unrealized
ROP ROPER INDS INC NEW 0.0%
Value ($000) $414 Shares 1,790 Est. Cost $114.17 Unrealized +84.3%
BB&T CORP PREFERRED D 5.850 1 0.0%
Value ($000) $405 Shares 15,800 Est. Cost $21.44 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $403 Shares 5,800 Est. Cost $28.51 Unrealized +79.9%
GWW GRAINGER W W INC 0.0%
Value ($000) $402 Shares 2,229 Est. Cost $202.69 Unrealized -18.0%
MPNIX BNY MELLON NATL INTRMED MUNI B 0.0%
Value ($000) $389 Shares 28,782 Est. Cost $13.59 Unrealized
VWO VANGUARD MSCI EMERGING MARKETS 0.0%
Value ($000) $389 Shares 9,538 Est. Cost $39.68 Unrealized
PRGO PERRIGO CO PLC 0.0%
Value ($000) $386 Shares 5,120 Est. Cost $155.80 Unrealized -54.0%
FEVAX FIRST EAGLE US VALUE FD CL A 0.0%
Value ($000) $385 Shares 18,961 Est. Cost $19.05 Unrealized
ET ENERGY TRANSFER EQUITY L P 0.0%
Value ($000) $383 Shares 21,320 Est. Cost $38.18 Unrealized
FCVSX FIDELITY CONVERTIBLE SECS 0.0%
Value ($000) $379 Shares 13,605 Est. Cost $28.77 Unrealized
RNR RENAISSANCERE HLDGS LTD ORD 0.0%
Value ($000) $375 Shares 2,700 Est. Cost $88.61 Unrealized +58.6%
STT STATE STREET CORP 0.0%
Value ($000) $373 Shares 4,150 Est. Cost $45.00 Unrealized +42.7%
VOD VODAFONE GROUP PLC NEW SPNSR A 0.0%
Value ($000) $366 Shares 12,727 Est. Cost $29.15 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $360 Shares 5,050 Est. Cost $54.49 Unrealized
JPMORGAN CHASE 5.500 SER 0 0.0%
Value ($000) $346 Shares 13,500 Est. Cost $24.02 Unrealized
PEOPLES UNITED FIN'L 0.0%
Value ($000) $342 Shares 19,363 Est. Cost $14.91 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $338 Shares 5,500 Est. Cost $33.96 Unrealized +38.0%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $320 Shares 2,233 Est. Cost $70.09 Unrealized +63.9%
VGSTX VANGUARD STAR FUND 0.0%
Value ($000) $310 Shares 12,047 Est. Cost $22.07 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $308 Shares 2,325 Est. Cost $94.43 Unrealized +24.6%
FDGFX FIDELITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $301 Shares 8,686 Est. Cost $32.87 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $301 Shares 1,637 Est. Cost $128.50 Unrealized +35.2%
FASMX FIDELITY ASSET MANAGER 0.0%
Value ($000) $300 Shares 16,748 Est. Cost $17.04 Unrealized
SGENX FIRST EAGLE GLOBAL FD CL A 0.0%
Value ($000) $297 Shares 5,118 Est. Cost $50.99 Unrealized
PUBLIC STORAGE 5.750 12/31/49 0.0%
Value ($000) $290 Shares 11,500 Est. Cost $24.67 Unrealized
D DOMINION RES INC VA 0.0%
Value ($000) $288 Shares 3,756 Est. Cost $46.10 Unrealized +16.6%
NPRTX NEUBERGER BERMAN L/C VAL FND 0.0%
Value ($000) $285 Shares 9,131 Est. Cost $30.91 Unrealized
OEF ISHARES S&P 100 IDX FD 0.0%
Value ($000) $276 Shares 2,580 Est. Cost $83.46 Unrealized
TBGVX TWEEDY BROWNE GLOBAL VALUE FD 0.0%
Value ($000) $276 Shares 10,000 Est. Cost $27.52 Unrealized
L3 TECHNOLOGIES INC 0.0%
Value ($000) $276 Shares 1,650 Est. Cost $165.45 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $276 Shares 4,982 Est. Cost $31.98 Unrealized +31.3%
RAYTHEON CO 0.0%
Value ($000) $266 Shares 1,650 Est. Cost $125.50 Unrealized
L LOEWS CORP 0.0%
Value ($000) $265 Shares 5,670 Est. Cost $42.08 Unrealized +7.1%
ALB ALBEMARLE CORP 0.0%
Value ($000) $264 Shares 2,500 Est. Cost $72.47 Unrealized +33.4%
GENERAL ELECTRIC CAP PFD 4.875 0.0%
Value ($000) $256 Shares 10,000 Est. Cost $24.00 Unrealized
BB&T CORP PREFERRED E 5.625 1 0.0%
Value ($000) $255 Shares 10,000 Est. Cost $20.57 Unrealized
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $254 Shares 7,400 Est. Cost $30.68 Unrealized
FFFEX FIDELITY INSTL INVS TR FREEDOM 0.0%
Value ($000) $254 Shares 14,871 Est. Cost $17.08 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $250 Shares 1,451 Est. Cost $77.41 Unrealized +61.9%
PRNHX T ROWE PRICE NEW HORIZON FUND 0.0%
Value ($000) $249 Shares 4,870 Est. Cost $40.60 Unrealized
BNY MELLON INTERNAT APPREC FD 0.0%
Value ($000) $243 Shares 18,004 Est. Cost $12.01 Unrealized
BNY MELLON SM/MIDCAP MULTI STR 0.0%
Value ($000) $242 Shares 16,719 Est. Cost $14.27 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $239 Shares 2,560 Est. Cost $16.55 Unrealized +82.2%
HWC HANCOCK HOLDING CO 0.0%
Value ($000) $238 Shares 4,850 Est. Cost $38.02 Unrealized +23.8%
FIDELITY SPARTAN 500 INDEX FD 0.0%
Value ($000) $234 Shares 2,749 Est. Cost $76.74 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $234 Shares 1,850 Est. Cost $88.89 Unrealized +14.6%
ORI OLD REP INTL CORP 0.0%
Value ($000) $229 Shares 11,720 Est. Cost $6.75 Unrealized +49.4%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $227 Shares 2,740 Est. Cost $52.01 Unrealized +18.1%
FCX FREEPORT MCMORAN COP & GLD INC 0.0%
Value ($000) $219 Shares 18,234 Est. Cost $26.83 Unrealized -59.0%
SVB FINANCIAL GROUP 0.0%
Value ($000) $211 Shares 1,200 Est. Cost $171.67 Unrealized
FBIOX FIDELITY SELECT BIOTECH FUND 0.0%
Value ($000) $211 Shares 999 Est. Cost $196.71 Unrealized
HESS CORP 0.0%
Value ($000) $209 Shares 4,772 Est. Cost $66.53 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $207 Shares 3,334 Est. Cost $65.09 Unrealized
MERRILL LYNCH CAP TR I GTD CAP 0.0%
Value ($000) $204 Shares 8,000 Est. Cost $24.90 Unrealized
FDVLX FIDELITY VALUE FUND 0.0%
Value ($000) $202 Shares 1,718 Est. Cost $117.58 Unrealized
PEG PUBLIC SVC ENTERPRISES GROUP 0.0%
Value ($000) $202 Shares 4,699 Est. Cost $30.45 Unrealized +8.1%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $200 Shares 745 Est. Cost $173.41 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $200 Shares 3,629 Est. Cost $45.06 Unrealized -1.8%
NRT NO EUROPEAN OIL ROYALTY UTS 0.0%
Value ($000) $197 Shares 29,199 Est. Cost $22.65 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $130 Shares 17,545 Est. Cost $22.40 Unrealized -64.7%
LIBAX COLUMBIA INTER BD FD A 0.0%
Value ($000) $116 Shares 12,748 Est. Cost $9.10 Unrealized
HGTXU HUGOTON RTY TR TEX SBI 0.0%
Value ($000) $32 Shares 17,500 Est. Cost $8.96 Unrealized
MIDAS GOLD CORP 0.0%
Value ($000) $6 Shares 10,000 Est. Cost $0.70 Unrealized
ORZCF OREZONE GOLD CORP 0.0%
Value ($000) $6 Shares 10,000 Est. Cost $0.48 Unrealized -5.3%
CANNABIS SCIENCE INC 0.0%
Value ($000) $5 Shares 95,000 Est. Cost $0.02 Unrealized
PRIMERO MINING CORP 0.0%
Value ($000) $4 Shares 10,500 Est. Cost $0.38 Unrealized
MANDALAY RESOURCES CORP 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $0.90 Unrealized
TELSON RESOURCES INC 0.0%
Value ($000) $3 Shares 13,000 Est. Cost $0.23 Unrealized
OREX MINERALS INC NEW 0.0%
Value ($000) $1 Shares 12,000 Est. Cost $0.08 Unrealized
ROCKY MOUNTAIN HIGH BRANDS INC 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.10 Unrealized
GABRIEL TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
AMCAST INDUSTRIAL CORP 0.0%
Value ($000) $0 Shares 21,750 Est. Cost Unrealized