NEVILLE RODIE & SHAW INC Diversified Active

CIK: 0000071210 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 3, 2018

Total Value ($000): $948,725 (100.0% shares, 0.0% debt)

Holdings (262)

XOM EXXON MOBIL CORP 5.4%
Value ($000) $50,903 Shares 608,604 Est. Cost $53.69 Unrealized +6.4%
AAPL APPLE INC 4.4%
Value ($000) $42,135 Shares 248,981 Est. Cost $18.32 Unrealized +113.4%
JNJ JOHNSON & JOHNSON 3.9%
Value ($000) $36,707 Shares 262,722 Est. Cost $60.93 Unrealized +82.2%
TMO THERMO FISHER SCIENTIFIC INC 2.3%
Value ($000) $21,505 Shares 113,255 Est. Cost $81.56 Unrealized +129.8%
DOWDUPONT INC 2.0%
Value ($000) $18,801 Shares 263,984 Est. Cost $69.55 Unrealized
PYPL PAYPAL HLDGS INC 1.8%
Value ($000) $16,651 Shares 226,180 Est. Cost $38.61 Unrealized +86.9%
NEE NEXTERA ENERGY INC 1.7%
Value ($000) $16,594 Shares 106,241 Est. Cost $14.15 Unrealized +122.8%
MSFT MICROSOFT CORP 1.7%
Value ($000) $15,970 Shares 186,697 Est. Cost $40.48 Unrealized +85.9%
JPM J P MORGAN CHASE & CO 1.7%
Value ($000) $15,847 Shares 148,187 Est. Cost $44.98 Unrealized +80.8%
MRK MERCK & COMPANY 1.7%
Value ($000) $15,844 Shares 281,573 Est. Cost $30.35 Unrealized +41.7%
GOOGL ALPHABET CLASS A 1.6%
Value ($000) $15,644 Shares 14,851 Est. Cost $37.29 Unrealized +37.4%
BA BOEING CO 1.6%
Value ($000) $15,128 Shares 51,298 Est. Cost $115.95 Unrealized +122.0%
BP BP P L C 1.6%
Value ($000) $14,970 Shares 356,193 Est. Cost $42.08 Unrealized
NSC NORFOLK SOUTHERN CORP 1.5%
Value ($000) $14,340 Shares 98,971 Est. Cost $58.76 Unrealized +94.0%
SPY S&P 500 DEPOSITORY RECEIPTS 1.5%
Value ($000) $14,067 Shares 52,715 Est. Cost $181.70 Unrealized
WFC WELLS FARGO 1.5%
Value ($000) $13,950 Shares 229,930 Est. Cost $27.44 Unrealized +64.3%
V VISA INC 1.4%
Value ($000) $13,501 Shares 118,411 Est. Cost $67.65 Unrealized +54.3%
INTC INTEL CORP 1.4%
Value ($000) $13,403 Shares 290,348 Est. Cost $17.18 Unrealized +112.8%
GOOG ALPHABET CLASS C 1.4%
Value ($000) $13,326 Shares 12,735 Est. Cost $35.61 Unrealized +41.9%
NXPI NXP SEMICONDUCTORS NV 1.3%
Value ($000) $12,481 Shares 106,598 Est. Cost $83.53 Unrealized +22.9%
MCD MCDONALDS CORP 1.3%
Value ($000) $12,370 Shares 71,873 Est. Cost $72.62 Unrealized +90.9%
MDY SPDR S&P MIDCAP 400 ETF 1.3%
Value ($000) $12,021 Shares 34,801 Est. Cost $245.32 Unrealized
ORCL ORACLE CORP 1.2%
Value ($000) $11,813 Shares 249,861 Est. Cost $38.63 Unrealized +12.6%
ABBV ABBVIE INC 1.2%
Value ($000) $11,757 Shares 121,573 Est. Cost $34.63 Unrealized +93.2%
DIS DISNEY (WALT) CO 1.2%
Value ($000) $11,524 Shares 107,188 Est. Cost $59.09 Unrealized +64.7%
PWR QUANTA SERVICES INC 1.2%
Value ($000) $11,357 Shares 290,384 Est. Cost $30.31 Unrealized +21.4%
ZTS ZOETIS INC CL A 1.2%
Value ($000) $11,160 Shares 154,906 Est. Cost $51.92 Unrealized +24.1%
CVX CHEVRON CORP 1.1%
Value ($000) $10,836 Shares 86,555 Est. Cost $71.61 Unrealized +16.7%
IBM INTL BUSINESS MACHINES 1.1%
Value ($000) $10,271 Shares 66,948 Est. Cost $118.20 Unrealized -13.6%
HD HOME DEPOT 1.1%
Value ($000) $9,964 Shares 52,570 Est. Cost $71.17 Unrealized +99.1%
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $9,581 Shares 104,273 Est. Cost $55.26 Unrealized +31.5%
CELGENE CORP 1.0%
Value ($000) $9,547 Shares 91,480 Est. Cost $108.50 Unrealized
LAM RESEARCH CORP 0.9%
Value ($000) $8,814 Shares 47,881 Est. Cost $79.29 Unrealized
JACOBS ENGINEERING GROUP 0.9%
Value ($000) $8,623 Shares 130,730 Est. Cost $54.58 Unrealized
HON HONEYWELL INTERNATIONAL 0.9%
Value ($000) $8,409 Shares 54,833 Est. Cost $59.04 Unrealized +92.0%
UNITED TECHNOLOGIES CORP 0.9%
Value ($000) $8,329 Shares 65,289 Est. Cost $97.25 Unrealized
BXMT BLACKSTONE MTG TR INC CL A 0.9%
Value ($000) $8,256 Shares 256,560 Est. Cost $28.12 Unrealized
CB CHUBB LIMITED COM 0.9%
Value ($000) $8,214 Shares 56,206 Est. Cost $112.68 Unrealized +15.0%
UNP UNION PACIFIC CORP 0.9%
Value ($000) $8,141 Shares 60,708 Est. Cost $67.38 Unrealized +49.6%
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $8,023 Shares 115,125 Est. Cost $45.67 Unrealized +16.7%
FDX FEDEX CORP 0.8%
Value ($000) $8,014 Shares 32,118 Est. Cost $111.77 Unrealized +78.1%
META FACEBOOK INC CL A 0.8%
Value ($000) $8,003 Shares 45,352 Est. Cost $113.36 Unrealized +54.8%
BRK/B BERKSHIRE HATHAWAY CL B NEW 0.8%
Value ($000) $7,949 Shares 40,100 Est. Cost $134.03 Unrealized +41.7%
PEP PEPSICO INC 0.8%
Value ($000) $7,873 Shares 65,653 Est. Cost $57.17 Unrealized +55.7%
SLB SCHLUMBERGER LTD 0.8%
Value ($000) $7,760 Shares 115,157 Est. Cost $53.97 Unrealized -5.1%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $7,757 Shares 78,115 Est. Cost $63.56 Unrealized +34.1%
HSIC SCHEIN HENRY INC 0.8%
Value ($000) $7,148 Shares 102,289 Est. Cost $60.69 Unrealized -4.4%
IBB ISHARES NASDQ BIOTECH INDEX FN 0.8%
Value ($000) $7,141 Shares 66,879 Est. Cost $136.44 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $7,101 Shares 196,031 Est. Cost $16.95 Unrealized +40.4%
UPS UNITED PARCEL SERVICE CLASS B 0.7%
Value ($000) $7,067 Shares 59,314 Est. Cost $55.72 Unrealized +54.8%
POWERSHARES QQQ TRUST UNIT SER 0.7%
Value ($000) $6,638 Shares 42,617 Est. Cost $107.32 Unrealized
MMM 3M COMPANY 0.7%
Value ($000) $6,389 Shares 27,146 Est. Cost $61.26 Unrealized +136.6%
GBDC GOLUB CAPITAL BDC INC 0.7%
Value ($000) $6,348 Shares 348,796 Est. Cost $6.08 Unrealized +42.7%
T AT&T INC (NEW) 0.7%
Value ($000) $6,214 Shares 159,826 Est. Cost $12.01 Unrealized +27.0%
FCNTX FIDELITY CONTRAFUND 0.6%
Value ($000) $6,157 Shares 50,273 Est. Cost $93.27 Unrealized
GENERAL ELECTRIC CO 0.6%
Value ($000) $5,988 Shares 343,122 Est. Cost $23.19 Unrealized
NSRGY NESTLE SPONSORED ADR 0.6%
Value ($000) $5,936 Shares 69,034 Est. Cost $66.03 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $5,812 Shares 94,838 Est. Cost $31.06 Unrealized +49.6%
WY WEYERHAEUSER CO 0.6%
Value ($000) $5,464 Shares 154,962 Est. Cost $20.14 Unrealized +27.8%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.6%
Value ($000) $5,357 Shares 18 Est. Cost $173021.84 Unrealized +64.6%
BB&T CORPORATION 0.6%
Value ($000) $5,327 Shares 107,146 Est. Cost $33.80 Unrealized
HTLD HEARTLAND EXPRESS 0.5%
Value ($000) $4,987 Shares 213,676 Est. Cost $13.77 Unrealized +63.8%
WAB WABTEC CORP 0.5%
Value ($000) $4,951 Shares 60,802 Est. Cost $51.36 Unrealized +41.8%
GLW CORNING INC 0.5%
Value ($000) $4,802 Shares 150,123 Est. Cost $10.49 Unrealized +140.6%
DHR DANAHER CORP 0.5%
Value ($000) $4,786 Shares 51,562 Est. Cost $29.58 Unrealized +164.5%
COST COSTCO WHOLESALE CORP 0.5%
Value ($000) $4,629 Shares 24,873 Est. Cost $99.23 Unrealized +55.6%
HUBB HUBBELL INC 0.5%
Value ($000) $4,570 Shares 33,764 Est. Cost $76.44 Unrealized +38.1%
ES EVERSOURCE ENERGY COM 0.5%
Value ($000) $4,301 Shares 68,064 Est. Cost $36.21 Unrealized +31.3%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $4,260 Shares 36,357 Est. Cost $48.67 Unrealized +97.6%
MKL MARKEL CORP HOLDING CO 0.4%
Value ($000) $4,176 Shares 3,666 Est. Cost $523.59 Unrealized +108.8%
CFR CULLEN FROST BANKERS INC 0.4%
Value ($000) $4,148 Shares 43,829 Est. Cost $44.93 Unrealized +68.6%
EPD ENTERPRISE PRODS PARTNERS 0.4%
Value ($000) $4,055 Shares 152,966 Est. Cost $48.65 Unrealized
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $3,957 Shares 74,755 Est. Cost $27.47 Unrealized +16.3%
ABT ABBOTT LABS 0.4%
Value ($000) $3,800 Shares 66,577 Est. Cost $29.05 Unrealized +65.7%
GENL AMERICAN INVESTORS INC 0.4%
Value ($000) $3,650 Shares 106,107 Est. Cost $33.78 Unrealized
CAT CATERPILLAR INC 0.4%
Value ($000) $3,596 Shares 22,818 Est. Cost $62.26 Unrealized +86.8%
KO COCA-COLA CO 0.4%
Value ($000) $3,581 Shares 78,042 Est. Cost $27.99 Unrealized +27.3%
XLY CONS DISC SELECT SECTOR SPDR 0.3%
Value ($000) $3,236 Shares 32,784 Est. Cost $75.85 Unrealized
AME AMETEK INC 0.3%
Value ($000) $3,207 Shares 44,254 Est. Cost $41.48 Unrealized +59.0%
BKU BANKUNITED INC 0.3%
Value ($000) $3,119 Shares 76,607 Est. Cost $23.16 Unrealized +21.6%
COP CONOCO PHILLIPS 0.3%
Value ($000) $3,087 Shares 56,232 Est. Cost $43.94 Unrealized -9.7%
PSX PHILLIPS 66 0.3%
Value ($000) $3,056 Shares 30,209 Est. Cost $50.52 Unrealized +37.1%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $2,930 Shares 40,912 Est. Cost $43.09 Unrealized +29.7%
CRM SALESFORCE.COM INC 0.3%
Value ($000) $2,867 Shares 28,049 Est. Cost $81.03 Unrealized +24.3%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $2,852 Shares 12,938 Est. Cost $51.84 Unrealized +258.9%
NKE NIKE INC 0.3%
Value ($000) $2,756 Shares 44,065 Est. Cost $42.61 Unrealized +21.5%
VFIAX VANGUARD 500 INDEX FUND ADM 0.3%
Value ($000) $2,542 Shares 10,298 Est. Cost $193.64 Unrealized
RIO RIO TINTO PLC ADR SPONSORED 0.3%
Value ($000) $2,488 Shares 47,000 Est. Cost $43.00 Unrealized
DVN DEVON ENERGY CORP 0.3%
Value ($000) $2,443 Shares 59,025 Est. Cost $47.09 Unrealized -43.0%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $2,284 Shares 13,484 Est. Cost $96.34 Unrealized +57.7%
BAX BAXTER INTERNATIONAL 0.2%
Value ($000) $2,201 Shares 34,050 Est. Cost $32.72 Unrealized +70.5%
ROYAL DUTCH SHELL PLC SPON ADR 0.2%
Value ($000) $2,199 Shares 32,198 Est. Cost $56.42 Unrealized
BUNGE LIMITED 0.2%
Value ($000) $2,175 Shares 32,435 Est. Cost $70.31 Unrealized
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $2,149 Shares 20,575 Est. Cost $25.83 Unrealized +200.6%
AMZN AMAZON.COM INC 0.2%
Value ($000) $2,090 Shares 1,787 Est. Cost $29.32 Unrealized +87.7%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $2,052 Shares 17,010 Est. Cost $64.57 Unrealized +35.7%
BK BANK OF NEW YORK MELLON CORP 0.2%
Value ($000) $2,049 Shares 38,048 Est. Cost $22.78 Unrealized +87.2%
MOG/A MOOG INC CLASS A 0.2%
Value ($000) $1,970 Shares 22,687 Est. Cost $44.53 Unrealized +78.0%
EXPRESS SCRIPTS HOLDING COMPAN 0.2%
Value ($000) $1,948 Shares 26,099 Est. Cost $61.74 Unrealized
DUK DUKE ENERGY CORPORATION COM NE 0.2%
Value ($000) $1,913 Shares 22,749 Est. Cost $42.99 Unrealized +45.8%
MONMOUTH REAL ESTATE INVT CORP 0.2%
Value ($000) $1,780 Shares 100,000 Est. Cost $9.72 Unrealized
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $1,759 Shares 59,597 Est. Cost $14.03 Unrealized +62.3%
PNC PNC FINANCIAL SERVICES GROUP 0.2%
Value ($000) $1,670 Shares 11,572 Est. Cost $48.08 Unrealized +117.6%
USB U S BANCORP 0.2%
Value ($000) $1,572 Shares 29,344 Est. Cost $22.41 Unrealized +74.2%
DE DEERE & CO 0.2%
Value ($000) $1,569 Shares 10,022 Est. Cost $68.07 Unrealized +81.8%
OAKTREE CAPITAL GROUP LLC 0.2%
Value ($000) $1,567 Shares 37,200 Est. Cost $48.00 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,542 Shares 20,445 Est. Cost $44.80 Unrealized +34.6%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,527 Shares 18,903 Est. Cost $58.10 Unrealized +11.8%
ALLIANZGI GLOBAL WATER INST FU 0.2%
Value ($000) $1,471 Shares 95,504 Est. Cost $13.81 Unrealized
FLS FLOWSERVE CORP 0.2%
Value ($000) $1,432 Shares 34,003 Est. Cost $41.01 Unrealized -13.9%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,405 Shares 19,675 Est. Cost $16.28 Unrealized +125.1%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $1,403 Shares 14,086 Est. Cost $51.53 Unrealized +53.9%
TD TORONTO DOMINION BANK 0.1%
Value ($000) $1,352 Shares 23,082 Est. Cost $40.61 Unrealized +40.7%
FTV FORTIVE CORP 0.1%
Value ($000) $1,322 Shares 18,274 Est. Cost $30.87 Unrealized +43.5%
PRAXAIR INC 0.1%
Value ($000) $1,293 Shares 8,359 Est. Cost $127.59 Unrealized
PM PHILIP MORRIS INTL 0.1%
Value ($000) $1,260 Shares 11,925 Est. Cost $49.85 Unrealized +39.6%
FFTWX FIDELITY FREEDOM 2025 FUND 0.1%
Value ($000) $1,233 Shares 85,659 Est. Cost $12.83 Unrealized
EW EDWARDS LIFESCIENCES 0.1%
Value ($000) $1,195 Shares 10,600 Est. Cost $20.88 Unrealized +75.8%
ANADARKO PETROLEUM CORP 0.1%
Value ($000) $1,190 Shares 22,175 Est. Cost $77.01 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR 0.1%
Value ($000) $1,147 Shares 17,206 Est. Cost $62.69 Unrealized
CSX CSX CORP 0.1%
Value ($000) $1,086 Shares 19,738 Est. Cost $8.00 Unrealized +98.2%
CNI CANADIAN NATL RAILWAY CO 0.1%
Value ($000) $1,059 Shares 12,842 Est. Cost $48.29 Unrealized +43.4%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $1,046 Shares 18,045 Est. Cost $37.59 Unrealized 0.0%
VSMAX VANGUARD SMALL CAP INDEX ADM F 0.1%
Value ($000) $1,040 Shares 14,692 Est. Cost $55.40 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $1,024 Shares 10,362 Est. Cost $20.16 Unrealized +33.0%
NUE NUCOR CORP 0.1%
Value ($000) $1,001 Shares 15,744 Est. Cost $32.41 Unrealized +51.1%
EOG EOG RESOURCES INC. 0.1%
Value ($000) $992 Shares 9,189 Est. Cost $65.74 Unrealized +14.7%
WMB WILLIAMS COS 0.1%
Value ($000) $985 Shares 32,300 Est. Cost $22.82 Unrealized -18.6%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $982 Shares 4,999 Est. Cost $67.72 Unrealized +142.1%
SLRC SOLAR CAPITAL LTD 0.1%
Value ($000) $980 Shares 48,500 Est. Cost $6.77 Unrealized +43.6%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $971 Shares 25,357 Est. Cost $15.24 Unrealized +83.6%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $969 Shares 13,339 Est. Cost $76.79 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $964 Shares 14,770 Est. Cost $47.18 Unrealized +1.9%
NEM NEWMONT MINING CORP 0.1%
Value ($000) $914 Shares 24,350 Est. Cost $24.47 Unrealized +19.0%
BLACKSTONE GROUP LP 0.1%
Value ($000) $888 Shares 27,732 Est. Cost $35.17 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $868 Shares 5,202 Est. Cost $49.85 Unrealized +162.5%
SWPPX SCHWAB S&P 500 INDEX SELECT FD 0.1%
Value ($000) $858 Shares 20,826 Est. Cost $27.01 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $856 Shares 3,360 Est. Cost $164.76 Unrealized +24.5%
SU SUNCOR ENERGY INC 0.1%
Value ($000) $846 Shares 23,043 Est. Cost $19.72 Unrealized +29.9%
KNX KNIGHT SWIFT TRANSN HLDGS INC 0.1%
Value ($000) $842 Shares 19,268 Est. Cost $35.05 Unrealized +8.6%
NVS NOVARTIS AG SPON ADR 0.1%
Value ($000) $834 Shares 9,932 Est. Cost $94.09 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $827 Shares 9,286 Est. Cost $76.11 Unrealized 0.0%
SHIRE PLC ADR 0.1%
Value ($000) $809 Shares 5,218 Est. Cost $184.01 Unrealized
FIREEYE INC 0.1%
Value ($000) $798 Shares 56,175 Est. Cost $25.47 Unrealized
ZBH ZIMMER HOLDINGS 0.1%
Value ($000) $770 Shares 6,379 Est. Cost $72.60 Unrealized +45.7%
ENB ENBRIDGE INC 0.1%
Value ($000) $761 Shares 19,465 Est. Cost $24.73 Unrealized -5.8%
INGERSOLL-RAND PLC 0.1%
Value ($000) $749 Shares 8,400 Est. Cost $55.52 Unrealized
MKC MCCORMICK & CO 0.1%
Value ($000) $713 Shares 7,000 Est. Cost $28.38 Unrealized +50.4%
FDCAX FIDELITY CAP APPRECIATION FD 0.1%
Value ($000) $677 Shares 19,233 Est. Cost $33.53 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $670 Shares 8,475 Est. Cost $46.59 Unrealized +42.2%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $651 Shares 16,264 Est. Cost $26.84 Unrealized +14.3%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $637 Shares 6,075 Est. Cost $47.69 Unrealized +50.4%
ROCKWELL COLLINS INC 0.1%
Value ($000) $624 Shares 4,600 Est. Cost $63.48 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $613 Shares 6,072 Est. Cost $44.66 Unrealized +52.5%
FBALX FIDELITY BALANCED FUND 0.1%
Value ($000) $597 Shares 25,171 Est. Cost $23.34 Unrealized
HPQ HP INC 0.1%
Value ($000) $597 Shares 28,421 Est. Cost $9.12 Unrealized +78.0%
EQR EQUITY RESIDENTIAL PROP SBI 0.1%
Value ($000) $574 Shares 9,000 Est. Cost $31.42 Unrealized +57.0%
C CITIGROUP INC 0.1%
Value ($000) $567 Shares 7,611 Est. Cost $38.27 Unrealized +47.5%
FIDELITY INDEPENDNCE FD 0.1%
Value ($000) $546 Shares 14,641 Est. Cost $35.84 Unrealized
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $544 Shares 8,128 Est. Cost $37.20 Unrealized +70.7%
CERNER CORP 0.1%
Value ($000) $539 Shares 8,000 Est. Cost $48.02 Unrealized
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $539 Shares 8,164 Est. Cost $32.08 Unrealized +48.0%
GWW GRAINGER W W INC 0.1%
Value ($000) $527 Shares 2,229 Est. Cost $202.69 Unrealized -8.9%
MPNIX BNY MELLON NATL INTRMED MUNI B 0.1%
Value ($000) $519 Shares 38,437 Est. Cost $13.57 Unrealized
OUTFRONT MEDIA INC 0.1%
Value ($000) $510 Shares 22,000 Est. Cost $29.91 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $500 Shares 11,680 Est. Cost $25.06 Unrealized +37.6%
DTE DTE ENERGY CO 0.1%
Value ($000) $498 Shares 4,550 Est. Cost $40.90 Unrealized +76.7%
SNA SNAP-ON INC 0.1%
Value ($000) $497 Shares 2,850 Est. Cost $66.83 Unrealized +96.8%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $488 Shares 6,000 Est. Cost $31.43 Unrealized +131.8%
FMCSX FIDELITY MID CAP STK FND 0.1%
Value ($000) $482 Shares 12,607 Est. Cost $34.64 Unrealized
TAPIMMUNE INC 0.1%
Value ($000) $479 Shares 122,101 Est. Cost $3.92 Unrealized
AERPIO PHARMACEUTICALS INC COM 0.1%
Value ($000) $475 Shares 100,000 Est. Cost $4.75 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $470 Shares 6,388 Est. Cost $31.04 Unrealized +80.6%
ROP ROPER INDS INC NEW 0.0%
Value ($000) $464 Shares 1,790 Est. Cost $114.17 Unrealized +114.3%
PAA PLAINS ALL AMER PIPELINE LP 0.0%
Value ($000) $452 Shares 21,913 Est. Cost $56.44 Unrealized
PRGO PERRIGO CO PLC 0.0%
Value ($000) $447 Shares 5,120 Est. Cost $155.80 Unrealized -44.9%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $441 Shares 11,000 Est. Cost $25.63 Unrealized +26.2%
OKE ONEOK INC 0.0%
Value ($000) $428 Shares 8,000 Est. Cost $13.46 Unrealized +138.3%
FEVAX FIRST EAGLE US VALUE FD CL A 0.0%
Value ($000) $415 Shares 20,673 Est. Cost $19.13 Unrealized
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $415 Shares 13,418 Est. Cost $30.99 Unrealized
VOD VODAFONE GROUP PLC NEW SPNSR A 0.0%
Value ($000) $414 Shares 12,965 Est. Cost $29.20 Unrealized
UHT UNIVERSAL HEALTH/REALTY SBI 0.0%
Value ($000) $413 Shares 5,496 Est. Cost $41.81 Unrealized
VWO VANGUARD MSCI EMERGING MARKETS 0.0%
Value ($000) $409 Shares 8,900 Est. Cost $39.72 Unrealized
HPE HEWLETT PACKARD ENTERPRISE 0.0%
Value ($000) $408 Shares 28,421 Est. Cost $6.50 Unrealized +70.0%
STT STATE STREET CORP 0.0%
Value ($000) $406 Shares 4,150 Est. Cost $45.00 Unrealized +65.4%
PPL PPL CORP 0.0%
Value ($000) $405 Shares 13,100 Est. Cost $16.47 Unrealized +51.0%
BB&T CORP PREFERRED D 5.850 1 0.0%
Value ($000) $402 Shares 15,800 Est. Cost $21.44 Unrealized
FCVSX FIDELITY CONVERTIBLE SECS 0.0%
Value ($000) $396 Shares 14,150 Est. Cost $28.75 Unrealized
L3 TECHNOLOGIES INC 0.0%
Value ($000) $376 Shares 1,900 Est. Cost $169.72 Unrealized
ENERGY TRANSFER PARTNERS LP 0.0%
Value ($000) $367 Shares 20,451 Est. Cost $20.39 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $366 Shares 2,233 Est. Cost $70.09 Unrealized +85.9%
FIDELITY SPARTAN INTL IDEX FD 0.0%
Value ($000) $365 Shares 8,446 Est. Cost $39.32 Unrealized
D DOMINION RES INC VA 0.0%
Value ($000) $364 Shares 4,486 Est. Cost $47.78 Unrealized +18.1%
PEOPLES UNITED FIN'L 0.0%
Value ($000) $362 Shares 19,363 Est. Cost $14.91 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $352 Shares 2,750 Est. Cost $76.91 Unrealized +57.6%
RNR RENAISSANCERE HLDGS LTD ORD 0.0%
Value ($000) $339 Shares 2,700 Est. Cost $88.61 Unrealized +51.5%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $336 Shares 5,482 Est. Cost $53.32 Unrealized -9.1%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $335 Shares 5,050 Est. Cost $33.96 Unrealized +52.3%
VGSTX VANGUARD STAR FUND 0.0%
Value ($000) $323 Shares 12,047 Est. Cost $22.07 Unrealized
ALLERGAN PLC SHS 0.0%
Value ($000) $322 Shares 1,969 Est. Cost $291.62 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $318 Shares 1,486 Est. Cost $185.44 Unrealized 0.0%
FASMX FIDELITY ASSET MANAGER 0.0%
Value ($000) $318 Shares 17,427 Est. Cost $17.08 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $317 Shares 1,637 Est. Cost $128.50 Unrealized +50.3%
ET ENERGY TRANSFER EQUITY L P 0.0%
Value ($000) $316 Shares 18,320 Est. Cost $38.18 Unrealized
SGENX FIRST EAGLE GLOBAL FD CL A 0.0%
Value ($000) $315 Shares 5,336 Est. Cost $51.32 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $312 Shares 2,325 Est. Cost $94.43 Unrealized +29.0%
RAYTHEON CO 0.0%
Value ($000) $310 Shares 1,650 Est. Cost $125.50 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $310 Shares 5,400 Est. Cost $46.43 Unrealized +2.1%
PIONEER NATURAL RESOURCES 0.0%
Value ($000) $309 Shares 1,790 Est. Cost $172.63 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $307 Shares 5,182 Est. Cost $32.31 Unrealized +25.5%
FCX FREEPORT MCMORAN COP & GLD INC 0.0%
Value ($000) $304 Shares 16,034 Est. Cost $26.83 Unrealized -49.0%
NPRTX NEUBERGER BERMAN L/C VAL FND 0.0%
Value ($000) $285 Shares 9,131 Est. Cost $30.91 Unrealized
TBGVX TWEEDY BROWNE GLOBAL VALUE FD 0.0%
Value ($000) $285 Shares 10,000 Est. Cost $27.52 Unrealized
L LOEWS CORP 0.0%
Value ($000) $284 Shares 5,670 Est. Cost $42.08 Unrealized +13.3%
FLPSX FIDELITY LOW PRICE STOCK FUND 0.0%
Value ($000) $283 Shares 5,185 Est. Cost $46.09 Unrealized
SVB FINANCIAL GROUP 0.0%
Value ($000) $281 Shares 1,200 Est. Cost $171.67 Unrealized
OEF ISHARES S&P 100 IDX FD 0.0%
Value ($000) $277 Shares 2,330 Est. Cost $83.46 Unrealized
PRNHX T ROWE PRICE NEW HORIZON FUND 0.0%
Value ($000) $274 Shares 5,216 Est. Cost $41.39 Unrealized
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $260 Shares 3,340 Est. Cost $47.83 Unrealized +11.6%
BNY MELLON INTERNAT APPREC FD 0.0%
Value ($000) $260 Shares 18,004 Est. Cost $12.01 Unrealized
FIDELITY SPARTAN 500 INDEX FD 0.0%
Value ($000) $257 Shares 2,750 Est. Cost $76.74 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $253 Shares 1,451 Est. Cost $77.41 Unrealized +78.5%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $251 Shares 1,850 Est. Cost $88.89 Unrealized +24.3%
ORI OLD REP INTL CORP 0.0%
Value ($000) $251 Shares 11,720 Est. Cost $6.75 Unrealized +56.1%
GENERAL ELECTRIC CAP PFD 4.875 0.0%
Value ($000) $249 Shares 10,000 Est. Cost $24.00 Unrealized
BNY MELLON SM/MIDCAP MULTI STR 0.0%
Value ($000) $244 Shares 16,719 Est. Cost $14.27 Unrealized
HWC HANCOCK HOLDING CO 0.0%
Value ($000) $240 Shares 4,850 Est. Cost $38.02 Unrealized +30.0%
CDK GLOBAL INC 0.0%
Value ($000) $238 Shares 3,334 Est. Cost $65.09 Unrealized
FDGFX FIDELITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $236 Shares 7,193 Est. Cost $32.87 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $235 Shares 2,573 Est. Cost $75.72 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $232 Shares 3,629 Est. Cost $49.00 Unrealized 0.0%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $231 Shares 2,437 Est. Cost $67.37 Unrealized +14.1%
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $231 Shares 3,250 Est. Cost $54.49 Unrealized
PEG PUBLIC SVC ENTERPRISES GROUP 0.0%
Value ($000) $221 Shares 4,284 Est. Cost $38.22 Unrealized 0.0%
HESS CORP 0.0%
Value ($000) $219 Shares 4,612 Est. Cost $66.53 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $219 Shares 5,350 Est. Cost $31.58 Unrealized +19.9%
BLACKROCK INC 0.0%
Value ($000) $218 Shares 425 Est. Cost $512.94 Unrealized
FMILX FIDELITY NEW MILLENNIUM FUND 0.0%
Value ($000) $215 Shares 5,399 Est. Cost $40.74 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $215 Shares 4,395 Est. Cost $35.43 Unrealized +5.7%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $210 Shares 2,310 Est. Cost $16.55 Unrealized +83.7%
MERRILL LYNCH CAP TR I GTD CAP 0.0%
Value ($000) $209 Shares 8,000 Est. Cost $24.90 Unrealized
FMAGX FIDELITY MAGELLAN FUND 0.0%
Value ($000) $208 Shares 1,986 Est. Cost $104.73 Unrealized
BROADCOM LTD SHS 0.0%
Value ($000) $206 Shares 800 Est. Cost $257.50 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $205 Shares 745 Est. Cost $201.62 Unrealized 0.0%
NRT NO EUROPEAN OIL ROYALTY UTS 0.0%
Value ($000) $203 Shares 29,199 Est. Cost $22.65 Unrealized
BB&T CORP PREFERRED E 5.625 1 0.0%
Value ($000) $202 Shares 8,000 Est. Cost $20.57 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $169 Shares 18,545 Est. Cost $21.64 Unrealized -61.4%
LIBAX COLUMBIA INTER BD FD A 0.0%
Value ($000) $115 Shares 12,748 Est. Cost $9.10 Unrealized
HGTXU HUGOTON RTY TR TEX SBI 0.0%
Value ($000) $25 Shares 17,500 Est. Cost $8.96 Unrealized
CANNABIS SCIENCE INC 0.0%
Value ($000) $18 Shares 170,000 Est. Cost $0.06 Unrealized
TELSON RESOURCES INC 0.0%
Value ($000) $7 Shares 13,000 Est. Cost $0.23 Unrealized
ORZCF OREZONE GOLD CORP 0.0%
Value ($000) $6 Shares 10,000 Est. Cost $0.48 Unrealized +10.3%
TWO RIVERS WATER & FARMING CO 0.0%
Value ($000) $5 Shares 10,000 Est. Cost $0.50 Unrealized
MIDAS GOLD CORP 0.0%
Value ($000) $5 Shares 10,000 Est. Cost $0.70 Unrealized
MANDALAY RESOURCES CORP 0.0%
Value ($000) $2 Shares 10,000 Est. Cost $0.90 Unrealized
SURNA INC COM 0.0%
Value ($000) $2 Shares 10,000 Est. Cost $0.20 Unrealized
PRIMERO MINING CORP 0.0%
Value ($000) $2 Shares 25,500 Est. Cost $0.20 Unrealized
OREX MINERALS INC NEW 0.0%
Value ($000) $1 Shares 12,000 Est. Cost $0.08 Unrealized
IPWG INTERNATIONAL PWR GROUP LTD 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized 0.0%
GABRIEL TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
ROCKY MOUNTAIN HIGH BRANDS INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.10 Unrealized
AMCAST INDUSTRIAL CORP 0.0%
Value ($000) $0 Shares 21,750 Est. Cost Unrealized