NEVILLE RODIE & SHAW INC Diversified Active

CIK: 0000071210 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 8, 2019

Total Value ($000): $943,520 (100.0% shares, 0.0% debt)

Holdings (253)

XOM EXXON MOBIL CORP 4.9%
Value ($000) $46,395 Shares 574,206 Est. Cost $53.69 Unrealized +3.2%
AAPL APPLE INC 4.6%
Value ($000) $43,629 Shares 229,686 Est. Cost $18.32 Unrealized +120.8%
JNJ JOHNSON & JOHNSON 3.8%
Value ($000) $35,852 Shares 256,469 Est. Cost $60.93 Unrealized +81.1%
TMO THERMO FISHER SCIENTIFIC INC 3.2%
Value ($000) $30,287 Shares 110,648 Est. Cost $85.59 Unrealized +185.6%
MSFT MICROSOFT CORP 2.6%
Value ($000) $24,726 Shares 209,650 Est. Cost $47.00 Unrealized +117.6%
PYPL PAYPAL HLDGS INC 2.6%
Value ($000) $24,489 Shares 235,834 Est. Cost $41.17 Unrealized +129.4%
MRK MERCK & COMPANY 2.4%
Value ($000) $22,198 Shares 266,900 Est. Cost $30.35 Unrealized +98.6%
GOOGL ALPHABET CLASS A 2.0%
Value ($000) $19,114 Shares 16,241 Est. Cost $39.00 Unrealized +43.7%
V VISA INC 2.0%
Value ($000) $18,831 Shares 120,567 Est. Cost $70.16 Unrealized +95.8%
NEE NEXTERA ENERGY INC 2.0%
Value ($000) $18,695 Shares 96,707 Est. Cost $14.15 Unrealized +172.7%
BA BOEING CO 1.8%
Value ($000) $17,404 Shares 45,632 Est. Cost $134.90 Unrealized +178.1%
NSC NORFOLK SOUTHERN CORP 1.7%
Value ($000) $16,106 Shares 86,181 Est. Cost $58.76 Unrealized +156.1%
JPM J P MORGAN CHASE & CO 1.7%
Value ($000) $15,950 Shares 157,561 Est. Cost $56.34 Unrealized +51.5%
BP BP P L C 1.7%
Value ($000) $15,654 Shares 358,043 Est. Cost $42.08 Unrealized
ZTS ZOETIS INC CL A 1.6%
Value ($000) $15,408 Shares 153,048 Est. Cost $52.81 Unrealized +62.7%
INTC INTEL CORP 1.5%
Value ($000) $13,985 Shares 260,418 Est. Cost $17.18 Unrealized +155.2%
GOOG ALPHABET CLASS C 1.5%
Value ($000) $13,798 Shares 11,760 Est. Cost $35.61 Unrealized +56.4%
DHR DANAHER CORP 1.4%
Value ($000) $13,149 Shares 99,599 Est. Cost $58.16 Unrealized +70.9%
MCD MCDONALDS CORP 1.4%
Value ($000) $12,994 Shares 68,425 Est. Cost $72.62 Unrealized +112.9%
DOWDUPONT INC 1.4%
Value ($000) $12,764 Shares 239,435 Est. Cost $68.82 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B NEW 1.3%
Value ($000) $11,992 Shares 59,696 Est. Cost $155.58 Unrealized +29.7%
DIS DISNEY (WALT) CO 1.2%
Value ($000) $11,313 Shares 101,897 Est. Cost $59.09 Unrealized +82.6%
UNP UNION PACIFIC CORP 1.2%
Value ($000) $11,213 Shares 67,063 Est. Cost $74.81 Unrealized +84.6%
CVX CHEVRON CORP 1.1%
Value ($000) $10,800 Shares 87,672 Est. Cost $72.46 Unrealized +20.7%
HD HOME DEPOT 1.1%
Value ($000) $10,578 Shares 55,130 Est. Cost $79.39 Unrealized +94.9%
PG PROCTER & GAMBLE CO 1.1%
Value ($000) $10,206 Shares 98,094 Est. Cost $55.60 Unrealized +47.6%
UNITED TECHNOLOGIES CORP 1.0%
Value ($000) $9,845 Shares 76,380 Est. Cost $102.20 Unrealized
BXMT BLACKSTONE MTG TR INC CL A 1.0%
Value ($000) $9,723 Shares 281,334 Est. Cost $28.51 Unrealized
CELGENE CORP 1.0%
Value ($000) $9,585 Shares 101,604 Est. Cost $103.05 Unrealized
HON HONEYWELL INTERNATIONAL 1.0%
Value ($000) $9,578 Shares 60,268 Est. Cost $67.75 Unrealized +78.8%
WAB WABTEC CORP 1.0%
Value ($000) $9,458 Shares 128,295 Est. Cost $71.37 Unrealized -3.1%
ORCL ORACLE CORP 1.0%
Value ($000) $9,372 Shares 174,485 Est. Cost $38.94 Unrealized +18.3%
JACOBS ENGINEERING GROUP 1.0%
Value ($000) $9,314 Shares 123,873 Est. Cost $54.58 Unrealized
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $8,490 Shares 34,337 Est. Cost $167.94 Unrealized +35.5%
ABBV ABBVIE INC 0.8%
Value ($000) $7,975 Shares 98,953 Est. Cost $34.63 Unrealized +76.2%
PFE PFIZER INC 0.8%
Value ($000) $7,846 Shares 184,734 Est. Cost $16.95 Unrealized +72.5%
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $7,826 Shares 114,299 Est. Cost $45.67 Unrealized +22.7%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $7,811 Shares 71,468 Est. Cost $63.56 Unrealized +50.8%
PWR QUANTA SERVICES INC 0.8%
Value ($000) $7,708 Shares 204,240 Est. Cost $30.68 Unrealized +11.8%
PEP PEPSICO INC 0.8%
Value ($000) $7,561 Shares 61,691 Est. Cost $57.42 Unrealized +61.0%
FCNTX FIDELITY CONTRAFUND 0.8%
Value ($000) $7,433 Shares 594,672 Est. Cost $20.83 Unrealized
ALLERGAN PLC SHS 0.8%
Value ($000) $7,277 Shares 49,702 Est. Cost $171.01 Unrealized
LAM RESEARCH CORP 0.8%
Value ($000) $7,165 Shares 40,027 Est. Cost $79.29 Unrealized
META FACEBOOK INC CL A 0.8%
Value ($000) $7,158 Shares 42,943 Est. Cost $119.90 Unrealized +31.7%
WFC WELLS FARGO 0.8%
Value ($000) $7,134 Shares 147,643 Est. Cost $27.44 Unrealized +48.5%
IBM INTL BUSINESS MACHINES 0.8%
Value ($000) $7,119 Shares 50,452 Est. Cost $118.20 Unrealized -19.9%
IBB ISHARES NASDQ BIOTECH INDEX FN 0.8%
Value ($000) $7,112 Shares 63,614 Est. Cost $136.44 Unrealized
CRM SALESFORCE.COM INC 0.7%
Value ($000) $6,765 Shares 42,717 Est. Cost $102.14 Unrealized +49.9%
COST COSTCO WHOLESALE CORP 0.7%
Value ($000) $6,222 Shares 25,698 Est. Cost $103.08 Unrealized +92.4%
NSRGY NESTLE SPONSORED ADR 0.6%
Value ($000) $6,039 Shares 63,374 Est. Cost $66.03 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.6%
Value ($000) $5,819 Shares 36,426 Est. Cost $49.54 Unrealized +153.2%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $5,648 Shares 95,525 Est. Cost $29.78 Unrealized +30.8%
GBDC GOLUB CAPITAL BDC INC 0.6%
Value ($000) $5,509 Shares 308,098 Est. Cost $6.08 Unrealized +49.8%
XLY CONS DISC SELECT SECTOR SPDR 0.6%
Value ($000) $5,473 Shares 48,067 Est. Cost $90.92 Unrealized
ABT ABBOTT LABS 0.5%
Value ($000) $5,063 Shares 63,340 Est. Cost $29.48 Unrealized +124.2%
MMM 3M COMPANY 0.5%
Value ($000) $4,895 Shares 23,562 Est. Cost $61.26 Unrealized +113.9%
EPD ENTERPRISE PRODS PARTNERS 0.5%
Value ($000) $4,748 Shares 163,177 Est. Cost $46.28 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR 0.5%
Value ($000) $4,720 Shares 73,800 Est. Cost $65.31 Unrealized
BB&T CORPORATION 0.5%
Value ($000) $4,451 Shares 95,661 Est. Cost $34.34 Unrealized
ES EVERSOURCE ENERGY COM 0.5%
Value ($000) $4,335 Shares 61,104 Est. Cost $36.21 Unrealized +49.1%
GLW CORNING INC 0.5%
Value ($000) $4,328 Shares 130,766 Est. Cost $10.49 Unrealized +157.9%
UPS UNITED PARCEL SERVICE CLASS B 0.5%
Value ($000) $4,256 Shares 38,084 Est. Cost $55.72 Unrealized +45.3%
CFR CULLEN FROST BANKERS INC 0.4%
Value ($000) $4,230 Shares 43,579 Est. Cost $47.33 Unrealized +70.1%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $4,084 Shares 93,752 Est. Cost $54.09 Unrealized -33.9%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $4,067 Shares 85,255 Est. Cost $31.06 Unrealized +23.3%
T AT&T INC (NEW) 0.4%
Value ($000) $4,051 Shares 129,182 Est. Cost $12.01 Unrealized +18.0%
FDX FEDEX CORP 0.4%
Value ($000) $3,883 Shares 21,405 Est. Cost $124.10 Unrealized +25.6%
NKE NIKE INC 0.4%
Value ($000) $3,840 Shares 45,598 Est. Cost $45.68 Unrealized +65.0%
CB CHUBB LIMITED COM 0.4%
Value ($000) $3,747 Shares 26,748 Est. Cost $112.85 Unrealized +5.0%
MPC MARATHON PETROLEUM CORP 0.4%
Value ($000) $3,711 Shares 61,998 Est. Cost $49.93 Unrealized +1.0%
MKL MARKEL CORP HOLDING CO 0.4%
Value ($000) $3,607 Shares 3,621 Est. Cost $523.59 Unrealized +94.0%
RIO RIO TINTO PLC ADR SPONSORED 0.4%
Value ($000) $3,541 Shares 60,175 Est. Cost $45.31 Unrealized
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $3,531 Shares 65,416 Est. Cost $29.21 Unrealized +35.3%
KO COCA-COLA CO 0.4%
Value ($000) $3,354 Shares 71,581 Est. Cost $27.99 Unrealized +35.0%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.4%
Value ($000) $3,313 Shares 11 Est. Cost $173021.84 Unrealized +75.0%
LINDE PLC 0.3%
Value ($000) $3,281 Shares 18,649 Est. Cost $156.04 Unrealized
COP CONOCO PHILLIPS 0.3%
Value ($000) $3,210 Shares 48,095 Est. Cost $44.78 Unrealized +18.3%
AME AMETEK INC 0.3%
Value ($000) $3,034 Shares 36,570 Est. Cost $41.48 Unrealized +74.9%
HTLD HEARTLAND EXPRESS 0.3%
Value ($000) $2,989 Shares 155,010 Est. Cost $13.77 Unrealized +44.2%
PSX PHILLIPS 66 0.3%
Value ($000) $2,989 Shares 31,407 Est. Cost $53.23 Unrealized +35.1%
CAT CATERPILLAR INC 0.3%
Value ($000) $2,923 Shares 21,568 Est. Cost $64.37 Unrealized +78.0%
HUBB HUBBELL INC 0.3%
Value ($000) $2,773 Shares 23,505 Est. Cost $76.44 Unrealized +29.4%
AMZN AMAZON.COM INC 0.3%
Value ($000) $2,728 Shares 1,532 Est. Cost $40.94 Unrealized +103.3%
BAX BAXTER INTERNATIONAL 0.3%
Value ($000) $2,726 Shares 33,523 Est. Cost $32.72 Unrealized +95.8%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $2,674 Shares 12,700 Est. Cost $96.34 Unrealized +89.6%
VFIAX VANGUARD 500 INDEX FUND ADM 0.3%
Value ($000) $2,583 Shares 9,875 Est. Cost $194.76 Unrealized
VGT VANGUARD INFO TECH ETF 0.3%
Value ($000) $2,440 Shares 12,159 Est. Cost $169.56 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $2,413 Shares 37,121 Est. Cost $43.09 Unrealized +18.0%
BK BANK OF NEW YORK MELLON CORP 0.2%
Value ($000) $2,170 Shares 43,035 Est. Cost $26.12 Unrealized +62.0%
BLACKSTONE GROUP LP 0.2%
Value ($000) $2,045 Shares 58,485 Est. Cost $33.11 Unrealized
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $2,035 Shares 73,757 Est. Cost $17.60 Unrealized +35.7%
EW EDWARDS LIFESCIENCES 0.2%
Value ($000) $2,028 Shares 10,600 Est. Cost $20.88 Unrealized +173.4%
ACCELERON PHARMA INC 0.2%
Value ($000) $2,001 Shares 42,964 Est. Cost $48.53 Unrealized
BKU BANKUNITED INC 0.2%
Value ($000) $1,978 Shares 59,240 Est. Cost $23.16 Unrealized +18.5%
IAT ISHARES US REGIONAL BANKS ETF 0.2%
Value ($000) $1,966 Shares 45,262 Est. Cost $39.85 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1,928 Shares 15,561 Est. Cost $64.57 Unrealized +41.4%
DVN DEVON ENERGY CORP 0.2%
Value ($000) $1,837 Shares 58,199 Est. Cost $46.89 Unrealized -57.3%
MOG/A MOOG INC CLASS A 0.2%
Value ($000) $1,765 Shares 20,300 Est. Cost $44.53 Unrealized +82.7%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $1,735 Shares 16,360 Est. Cost $27.62 Unrealized +209.2%
DUK DUKE ENERGY CORPORATION COM NE 0.2%
Value ($000) $1,725 Shares 19,158 Est. Cost $42.99 Unrealized +55.7%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,713 Shares 18,805 Est. Cost $58.44 Unrealized +27.2%
WY WEYERHAEUSER CO 0.2%
Value ($000) $1,711 Shares 64,980 Est. Cost $20.38 Unrealized -5.3%
GENERAL ELECTRIC CO 0.2%
Value ($000) $1,679 Shares 168,059 Est. Cost $23.19 Unrealized
FFTWX FIDELITY FREEDOM 2025 FUND 0.2%
Value ($000) $1,675 Shares 121,050 Est. Cost $13.15 Unrealized
CSX CSX CORP 0.2%
Value ($000) $1,465 Shares 19,579 Est. Cost $8.81 Unrealized +139.4%
PNC PNC FINANCIAL SERVICES GROUP 0.2%
Value ($000) $1,419 Shares 11,572 Est. Cost $48.08 Unrealized +101.3%
USB U S BANCORP 0.1%
Value ($000) $1,414 Shares 29,344 Est. Cost $22.41 Unrealized +67.8%
FTV FORTIVE CORP 0.1%
Value ($000) $1,407 Shares 16,770 Est. Cost $30.87 Unrealized +53.4%
GJRTX GOLDMAN SACHS ABSOLUTE RTRN TR 0.1%
Value ($000) $1,398 Shares 146,078 Est. Cost $9.60 Unrealized
MONMOUTH REAL ESTATE INVT CORP 0.1%
Value ($000) $1,318 Shares 100,000 Est. Cost $9.72 Unrealized
GENL AMERICAN INVESTORS INC 0.1%
Value ($000) $1,263 Shares 37,920 Est. Cost $33.18 Unrealized
FLS FLOWSERVE CORP 0.1%
Value ($000) $1,258 Shares 27,858 Est. Cost $41.01 Unrealized -8.2%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $1,228 Shares 26,545 Est. Cost $37.43 Unrealized -15.1%
TD TORONTO DOMINION BANK 0.1%
Value ($000) $1,227 Shares 22,588 Est. Cost $40.61 Unrealized +36.1%
TGT TARGET CORP 0.1%
Value ($000) $1,198 Shares 14,925 Est. Cost $48.43 Unrealized +25.3%
CNI CANADIAN NATL RAILWAY CO 0.1%
Value ($000) $1,149 Shares 12,842 Est. Cost $48.29 Unrealized +52.6%
CI CIGNA CORP NEW 0.1%
Value ($000) $1,087 Shares 6,758 Est. Cost $190.77 Unrealized -12.5%
NEM NEWMONT MINING CORP 0.1%
Value ($000) $1,078 Shares 30,150 Est. Cost $25.06 Unrealized +9.1%
ITA ISHARES US AEROSPACE & DEF ETF 0.1%
Value ($000) $1,078 Shares 5,400 Est. Cost $172.93 Unrealized
VSMAX VANGUARD SMALL CAP INDEX ADM F 0.1%
Value ($000) $1,055 Shares 14,413 Est. Cost $56.03 Unrealized
PM PHILIP MORRIS INTL 0.1%
Value ($000) $1,016 Shares 11,495 Est. Cost $50.06 Unrealized +12.0%
SLRC SOLAR CAPITAL LTD 0.1%
Value ($000) $1,011 Shares 48,500 Est. Cost $6.77 Unrealized +54.6%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $983 Shares 14,336 Est. Cost $44.80 Unrealized +22.8%
WMB WILLIAMS COS 0.1%
Value ($000) $966 Shares 33,626 Est. Cost $22.69 Unrealized -19.5%
NVS NOVARTIS AG SPON ADR 0.1%
Value ($000) $955 Shares 9,932 Est. Cost $94.09 Unrealized
DE DEERE & CO 0.1%
Value ($000) $935 Shares 5,850 Est. Cost $68.07 Unrealized +112.3%
MKC MCCORMICK & CO 0.1%
Value ($000) $919 Shares 6,100 Est. Cost $28.38 Unrealized +108.2%
SWPPX SCHWAB S&P 500 INDEX SELECT FD 0.1%
Value ($000) $911 Shares 20,929 Est. Cost $27.30 Unrealized
EOG EOG RESOURCES INC. 0.1%
Value ($000) $886 Shares 9,310 Est. Cost $66.95 Unrealized +7.4%
WMT WAL-MART STORES INC 0.1%
Value ($000) $886 Shares 9,078 Est. Cost $20.16 Unrealized +45.0%
FIREEYE INC 0.1%
Value ($000) $840 Shares 50,000 Est. Cost $24.67 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $838 Shares 14,600 Est. Cost $16.28 Unrealized +82.6%
ZBH ZIMMER HOLDINGS 0.1%
Value ($000) $810 Shares 6,338 Est. Cost $72.60 Unrealized +48.0%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $801 Shares 8,530 Est. Cost $43.53 Unrealized +82.3%
FMCSX FIDELITY MID CAP STK FND 0.1%
Value ($000) $798 Shares 23,357 Est. Cost $34.54 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $774 Shares 13,269 Est. Cost $32.41 Unrealized +56.4%
HSIC SCHEIN HENRY INC 0.1%
Value ($000) $747 Shares 12,425 Est. Cost $60.69 Unrealized -0.6%
CENTRAL SECURITIES CORP 0.1%
Value ($000) $743 Shares 25,925 Est. Cost $29.51 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $742 Shares 9,083 Est. Cost $51.53 Unrealized +40.1%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $704 Shares 3,666 Est. Cost $200.21 Unrealized -18.0%
ANADARKO PETROLEUM CORP 0.1%
Value ($000) $704 Shares 15,475 Est. Cost $76.79 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $703 Shares 4,897 Est. Cost $49.85 Unrealized +134.7%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $691 Shares 3,941 Est. Cost $68.58 Unrealized +118.7%
ENB ENBRIDGE INC 0.1%
Value ($000) $681 Shares 18,790 Est. Cost $24.62 Unrealized -7.0%
EQR EQUITY RESIDENTIAL PROP SBI 0.1%
Value ($000) $678 Shares 9,000 Est. Cost $31.42 Unrealized +76.8%
ET ENERGY TRANSFER OPERATING LP 0.1%
Value ($000) $672 Shares 43,729 Est. Cost $23.49 Unrealized
FBALX FIDELITY BALANCED FUND 0.1%
Value ($000) $662 Shares 28,980 Est. Cost $23.14 Unrealized
FDCAX FIDELITY CAP APPRECIATION FD 0.1%
Value ($000) $660 Shares 19,591 Est. Cost $33.16 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $656 Shares 2,179 Est. Cost $202.69 Unrealized +34.0%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.1%
Value ($000) $653 Shares 8,700 Est. Cost $64.37 Unrealized
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $653 Shares 8,128 Est. Cost $37.20 Unrealized +94.3%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $621 Shares 15,524 Est. Cost $26.84 Unrealized +17.5%
SU SUNCOR ENERGY INC 0.1%
Value ($000) $611 Shares 18,843 Est. Cost $20.16 Unrealized +23.0%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $608 Shares 6,075 Est. Cost $47.69 Unrealized +53.5%
INGERSOLL-RAND PLC 0.1%
Value ($000) $605 Shares 5,600 Est. Cost $55.52 Unrealized
NEUROTROPE INC 0.1%
Value ($000) $596 Shares 109,375 Est. Cost $9.68 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $592 Shares 7,350 Est. Cost $46.59 Unrealized +42.7%
ROP ROPER INDS INC NEW 0.1%
Value ($000) $588 Shares 1,720 Est. Cost $127.87 Unrealized +128.0%
ALLIANZGI GLOBAL WATER INST FU 0.1%
Value ($000) $586 Shares 39,757 Est. Cost $13.80 Unrealized
KNX KNIGHT SWIFT TRANSN HLDGS INC 0.1%
Value ($000) $575 Shares 17,600 Est. Cost $35.05 Unrealized -15.3%
C CITIGROUP INC 0.1%
Value ($000) $561 Shares 9,017 Est. Cost $43.59 Unrealized +11.9%
OKE ONEOK INC 0.1%
Value ($000) $559 Shares 8,010 Est. Cost $13.46 Unrealized +209.3%
NPRTX NEUBERGER BERMAN L/C VAL FND 0.1%
Value ($000) $558 Shares 18,734 Est. Cost $30.27 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $556 Shares 11,130 Est. Cost $25.06 Unrealized +54.7%
ROYAL DUTCH SHELL PLC SPON ADR 0.1%
Value ($000) $556 Shares 8,881 Est. Cost $62.80 Unrealized
FIDELITY INDEPENDNCE FD 0.1%
Value ($000) $550 Shares 15,559 Est. Cost $35.91 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $537 Shares 5,732 Est. Cost $44.66 Unrealized +75.0%
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $535 Shares 6,383 Est. Cost $35.08 Unrealized +78.0%
PAA PLAINS ALL AMER PIPELINE LP 0.1%
Value ($000) $520 Shares 21,214 Est. Cost $56.44 Unrealized
OUTFRONT MEDIA INC 0.1%
Value ($000) $515 Shares 22,000 Est. Cost $29.91 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $512 Shares 4,107 Est. Cost $41.34 Unrealized +93.7%
HPQ HP INC 0.1%
Value ($000) $511 Shares 26,271 Est. Cost $9.12 Unrealized +83.0%
MARATHON OIL CORP 0.1%
Value ($000) $505 Shares 30,176 Est. Cost $16.74 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $498 Shares 2,825 Est. Cost $100.41 Unrealized +50.3%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $490 Shares 2,566 Est. Cost $78.28 Unrealized +86.0%
TAK TAKEDA PHARMACEUTICAL CO ADR 0.1%
Value ($000) $475 Shares 23,285 Est. Cost $20.40 Unrealized
FLPSX FIDELITY LOW PRICE STOCK FUND 0.0%
Value ($000) $471 Shares 9,846 Est. Cost $47.84 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $465 Shares 7,344 Est. Cost $76.79 Unrealized
RSPT INV S&P500 EQ WGHT TECH ETF 0.0%
Value ($000) $458 Shares 2,690 Est. Cost $145.39 Unrealized
CERNER CORP 0.0%
Value ($000) $458 Shares 8,000 Est. Cost $48.02 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $453 Shares 10,500 Est. Cost $25.63 Unrealized +36.2%
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $452 Shares 13,418 Est. Cost $30.99 Unrealized
SNA SNAP-ON INC 0.0%
Value ($000) $446 Shares 2,850 Est. Cost $66.83 Unrealized +98.4%
FEVAX FIRST EAGLE US VALUE FD CL A 0.0%
Value ($000) $432 Shares 23,883 Est. Cost $18.76 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $418 Shares 5,285 Est. Cost $34.70 Unrealized +71.9%
WAT WATERS CORP 0.0%
Value ($000) $412 Shares 1,637 Est. Cost $128.50 Unrealized +77.3%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $409 Shares 3,889 Est. Cost $81.92 Unrealized +8.0%
ACAD ACADIA PHARMACEUTICALS INC 0.0%
Value ($000) $403 Shares 15,000 Est. Cost $17.83 Unrealized +31.0%
HPE HEWLETT PACKARD ENTERPRISE 0.0%
Value ($000) $403 Shares 26,071 Est. Cost $6.50 Unrealized +90.3%
PPL PPL CORP 0.0%
Value ($000) $403 Shares 12,707 Est. Cost $16.55 Unrealized +39.6%
RNR RENAISSANCERE HLDGS LTD ORD 0.0%
Value ($000) $387 Shares 2,700 Est. Cost $88.61 Unrealized +57.9%
D DOMINION RES INC VA 0.0%
Value ($000) $386 Shares 5,036 Est. Cost $48.36 Unrealized +11.4%
UHT UNIVERSAL HEALTH/REALTY SBI 0.0%
Value ($000) $384 Shares 5,075 Est. Cost $41.81 Unrealized
FFFEX FIDELITY INSTL FREEDOM 2030 0.0%
Value ($000) $383 Shares 22,283 Est. Cost $17.19 Unrealized
BB&T CORP PREFERRED D 5.850 1 0.0%
Value ($000) $373 Shares 14,800 Est. Cost $21.44 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $364 Shares 1,457 Est. Cost $186.30 Unrealized +14.2%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $355 Shares 4,064 Est. Cost $47.77 Unrealized +62.5%
VGSTX VANGUARD STAR FUND 0.0%
Value ($000) $350 Shares 13,461 Est. Cost $22.49 Unrealized
L3 TECHNOLOGIES INC 0.0%
Value ($000) $346 Shares 1,675 Est. Cost $170.32 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $338 Shares 745 Est. Cost $201.62 Unrealized +49.4%
SGENX FIRST EAGLE GLOBAL FD CL A 0.0%
Value ($000) $317 Shares 5,666 Est. Cost $51.29 Unrealized
FFTHX FIDELITY ABERDEEN STR TR FREED 0.0%
Value ($000) $309 Shares 21,424 Est. Cost $14.42 Unrealized
FASMX FIDELITY ASSET MANAGER 0.0%
Value ($000) $302 Shares 17,022 Est. Cost $17.06 Unrealized
RAYTHEON CO 0.0%
Value ($000) $300 Shares 1,650 Est. Cost $125.50 Unrealized
PRNHX T ROWE PRICE NEW HORIZON FUND 0.0%
Value ($000) $297 Shares 5,100 Est. Cost $42.20 Unrealized
PEOPLES UNITED FIN'L 0.0%
Value ($000) $297 Shares 18,091 Est. Cost $14.91 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $290 Shares 2,233 Est. Cost $90.58 Unrealized +22.5%
THE DELAFIELD FUND 0.0%
Value ($000) $287 Shares 14,605 Est. Cost $22.87 Unrealized
BNY MELLON SM/MIDCAP MULTI STR 0.0%
Value ($000) $283 Shares 21,955 Est. Cost $14.08 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $283 Shares 1,083 Est. Cost $182.74 Unrealized +20.9%
AMGN AMGEN INC 0.0%
Value ($000) $281 Shares 1,477 Est. Cost $78.77 Unrealized +96.3%
FXAIX FIDELITY 500 INDX FUND INST PR 0.0%
Value ($000) $279 Shares 2,819 Est. Cost $87.23 Unrealized
HESS CORP 0.0%
Value ($000) $278 Shares 4,612 Est. Cost $60.28 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $273 Shares 4,150 Est. Cost $45.00 Unrealized +23.1%
L LOEWS CORP 0.0%
Value ($000) $272 Shares 5,670 Est. Cost $42.08 Unrealized +8.9%
GIS GENERAL MILLS INC 0.0%
Value ($000) $270 Shares 5,219 Est. Cost $32.31 Unrealized +10.8%
TBGVX TWEEDY BROWNE GLOBAL VALUE FD 0.0%
Value ($000) $269 Shares 10,000 Est. Cost $27.52 Unrealized
PEG PUBLIC SVC ENTERPRISES GROUP 0.0%
Value ($000) $255 Shares 4,284 Est. Cost $38.22 Unrealized +15.9%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $254 Shares 1,850 Est. Cost $88.89 Unrealized +24.1%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $250 Shares 2,400 Est. Cost $75.72 Unrealized +13.9%
BNY MELLON INTERNAT APPREC FD 0.0%
Value ($000) $248 Shares 18,832 Est. Cost $12.08 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $245 Shares 813 Est. Cost $19.43 Unrealized +15.8%
FCX FREEPORT MCMORAN COP & GLD INC 0.0%
Value ($000) $245 Shares 19,009 Est. Cost $25.23 Unrealized -55.9%
ORI OLD REP INTL CORP 0.0%
Value ($000) $245 Shares 11,720 Est. Cost $6.75 Unrealized +74.7%
VOD VODAFONE GROUP PLC NEW SPNSR A 0.0%
Value ($000) $235 Shares 12,965 Est. Cost $29.20 Unrealized
ISHARES COMEX GOLD TRUST 0.0%
Value ($000) $233 Shares 18,800 Est. Cost $12.39 Unrealized
FSEAX FIDELITY EMERGING ASIA FUND 0.0%
Value ($000) $233 Shares 5,411 Est. Cost $43.06 Unrealized
FBIFX FIDELITY FREEDOM INDEX 2040 IN 0.0%
Value ($000) $229 Shares 11,938 Est. Cost $19.18 Unrealized
FMAGX FIDELITY MAGELLAN FUND 0.0%
Value ($000) $224 Shares 21,853 Est. Cost $20.08 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $224 Shares 6,930 Est. Cost $28.95 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $223 Shares 4,632 Est. Cost $53.00 Unrealized -22.6%
FOCPX FIDELITY OTC PORTFOLIO 0.0%
Value ($000) $221 Shares 18,963 Est. Cost $12.13 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $216 Shares 3,667 Est. Cost $58.90 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $215 Shares 2,375 Est. Cost $90.53 Unrealized
FGRIX FIDELITY GROWTH & INCOME FUND 0.0%
Value ($000) $212 Shares 5,618 Est. Cost $37.74 Unrealized
BANK OF AMERICA CORP PFD K 6.4 0.0%
Value ($000) $209 Shares 8,000 Est. Cost $25.25 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $208 Shares 2,920 Est. Cost $60.61 Unrealized 0.0%
FSPSX FIDELITY INTL IDX INST PREM FN 0.0%
Value ($000) $207 Shares 5,182 Est. Cost $39.95 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $205 Shares 2,500 Est. Cost $74.32 Unrealized 0.0%
BB&T CORP PREFERRED E 5.625 1 0.0%
Value ($000) $201 Shares 8,000 Est. Cost $25.13 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $201 Shares 563 Est. Cost $34.67 Unrealized 0.0%
NRT NO EUROPEAN OIL ROYALTY UTS 0.0%
Value ($000) $201 Shares 29,199 Est. Cost $22.65 Unrealized
MARKER THERAPEUTICS INC 0.0%
Value ($000) $199 Shares 30,101 Est. Cost $5.55 Unrealized
FDVLX FIDELITY VALUE FUND 0.0%
Value ($000) $138 Shares 13,668 Est. Cost $12.00 Unrealized
ENCANA CORP 0.0%
Value ($000) $105 Shares 14,473 Est. Cost $7.25 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $102 Shares 11,725 Est. Cost $21.64 Unrealized -66.4%
AERPIO PHARMACEUTICALS INC 0.0%
Value ($000) $90 Shares 100,000 Est. Cost $4.75 Unrealized
FKINX FRANKLIN INCOME FUND A 0.0%
Value ($000) $38 Shares 16,335 Est. Cost $2.32 Unrealized
MATINAS BIOPHARMA HOLDINGS INC 0.0%
Value ($000) $19 Shares 17,500 Est. Cost $0.46 Unrealized
HGTXU HUGOTON RTY TR TEX SBI 0.0%
Value ($000) $9 Shares 17,500 Est. Cost $8.96 Unrealized
CANNABIS SCIENCE INC 0.0%
Value ($000) $1 Shares 20,000 Est. Cost $0.06 Unrealized
AMCAST INDUSTRIAL CORP 0.0%
Value ($000) $0 Shares 21,750 Est. Cost Unrealized
IPWG INTERNATIONAL PWR GROUP LTD 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized +2.9%