NEVILLE RODIE & SHAW INC Diversified Active

CIK: 0000071210 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 1, 2019

Total Value ($000): $944,668 (100.0% shares, 0.0% debt)

Holdings (248)

AAPL APPLE INC 4.5%
Value ($000) $42,860 Shares 216,553 Est. Cost $18.32 Unrealized +154.5%
XOM EXXON MOBIL CORP 4.2%
Value ($000) $39,480 Shares 515,197 Est. Cost $53.69 Unrealized +5.9%
JNJ JOHNSON & JOHNSON 3.7%
Value ($000) $34,728 Shares 249,336 Est. Cost $60.93 Unrealized +88.4%
TMO THERMO FISHER SCIENTIFIC INC 3.4%
Value ($000) $32,338 Shares 110,113 Est. Cost $85.59 Unrealized +216.3%
MSFT MICROSOFT CORP 3.0%
Value ($000) $28,014 Shares 209,118 Est. Cost $47.00 Unrealized +154.3%
PYPL PAYPAL HLDGS INC 2.8%
Value ($000) $26,537 Shares 231,841 Est. Cost $41.17 Unrealized +168.6%
MRK MERCK & COMPANY 2.3%
Value ($000) $21,995 Shares 262,307 Est. Cost $30.35 Unrealized +104.7%
V VISA INC 2.2%
Value ($000) $20,845 Shares 120,114 Est. Cost $70.16 Unrealized +122.8%
JPM J P MORGAN CHASE & CO 2.0%
Value ($000) $18,427 Shares 164,820 Est. Cost $57.91 Unrealized +58.9%
GOOGL ALPHABET CLASS A 1.9%
Value ($000) $18,054 Shares 16,674 Est. Cost $39.47 Unrealized +45.5%
NEE NEXTERA ENERGY INC 1.9%
Value ($000) $17,540 Shares 85,619 Est. Cost $14.15 Unrealized +195.3%
ZTS ZOETIS INC CL A 1.8%
Value ($000) $17,013 Shares 149,905 Est. Cost $52.81 Unrealized +88.0%
NSC NORFOLK SOUTHERN CORP 1.7%
Value ($000) $16,505 Shares 82,806 Est. Cost $58.76 Unrealized +195.0%
BA BOEING CO 1.6%
Value ($000) $15,564 Shares 42,757 Est. Cost $134.90 Unrealized +164.8%
BP BP P L C 1.6%
Value ($000) $14,897 Shares 357,238 Est. Cost $42.08 Unrealized
DIS DISNEY (WALT) CO 1.6%
Value ($000) $14,741 Shares 105,566 Est. Cost $61.48 Unrealized +108.2%
DHR DANAHER CORP 1.5%
Value ($000) $13,936 Shares 97,508 Est. Cost $58.16 Unrealized +97.6%
MCD MCDONALDS CORP 1.4%
Value ($000) $13,498 Shares 65,000 Est. Cost $72.62 Unrealized +133.8%
GOOG ALPHABET CLASS C 1.4%
Value ($000) $12,809 Shares 11,850 Est. Cost $35.61 Unrealized +60.8%
BRK/B BERKSHIRE HATHAWAY CL B NEW 1.3%
Value ($000) $12,582 Shares 59,026 Est. Cost $155.58 Unrealized +33.0%
INTC INTEL CORP 1.3%
Value ($000) $12,412 Shares 259,285 Est. Cost $17.18 Unrealized +150.9%
HD HOME DEPOT 1.2%
Value ($000) $11,248 Shares 54,081 Est. Cost $79.39 Unrealized +113.6%
HON HONEYWELL INTERNATIONAL 1.2%
Value ($000) $10,932 Shares 62,618 Est. Cost $70.41 Unrealized +96.9%
PG PROCTER & GAMBLE CO 1.1%
Value ($000) $10,700 Shares 97,584 Est. Cost $55.60 Unrealized +62.8%
CVX CHEVRON CORP 1.1%
Value ($000) $10,557 Shares 84,837 Est. Cost $72.46 Unrealized +24.5%
JACOBS ENGINEERING GROUP 1.1%
Value ($000) $10,371 Shares 122,898 Est. Cost $54.58 Unrealized
BXMT BLACKSTONE MTG TR INC CL A 1.1%
Value ($000) $10,184 Shares 286,223 Est. Cost $28.63 Unrealized
UNP UNION PACIFIC CORP 1.1%
Value ($000) $10,122 Shares 59,853 Est. Cost $74.81 Unrealized +97.5%
ORCL ORACLE CORP 1.1%
Value ($000) $10,064 Shares 176,654 Est. Cost $39.06 Unrealized +25.8%
UNITED TECHNOLOGIES CORP 1.1%
Value ($000) $10,036 Shares 77,083 Est. Cost $102.20 Unrealized
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $9,256 Shares 37,933 Est. Cost $172.45 Unrealized +24.9%
CELGENE CORP 0.9%
Value ($000) $8,665 Shares 93,739 Est. Cost $103.05 Unrealized
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $8,633 Shares 69,933 Est. Cost $63.56 Unrealized +69.1%
PWR QUANTA SERVICES INC 0.9%
Value ($000) $8,409 Shares 220,190 Est. Cost $31.16 Unrealized +19.8%
META FACEBOOK INC CL A 0.9%
Value ($000) $8,217 Shares 42,575 Est. Cost $119.90 Unrealized +51.3%
PEP PEPSICO INC 0.8%
Value ($000) $8,011 Shares 61,094 Est. Cost $57.42 Unrealized +82.4%
PFE PFIZER INC 0.8%
Value ($000) $7,905 Shares 182,484 Est. Cost $16.95 Unrealized +72.4%
FCNTX FIDELITY CONTRAFUND 0.8%
Value ($000) $7,709 Shares 584,893 Est. Cost $20.83 Unrealized
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $7,624 Shares 114,266 Est. Cost $45.67 Unrealized +25.8%
LAM RESEARCH CORP 0.8%
Value ($000) $7,190 Shares 38,280 Est. Cost $79.29 Unrealized
XLY CONS DISC SELECT SECTOR SPDR 0.8%
Value ($000) $7,179 Shares 60,226 Est. Cost $96.63 Unrealized
IBB ISHARES NASDQ BIOTECH INDEX FN 0.7%
Value ($000) $6,908 Shares 63,314 Est. Cost $136.44 Unrealized
COST COSTCO WHOLESALE CORP 0.7%
Value ($000) $6,853 Shares 25,933 Est. Cost $103.08 Unrealized +119.8%
IBM INTL BUSINESS MACHINES 0.7%
Value ($000) $6,772 Shares 49,103 Est. Cost $118.20 Unrealized -16.6%
CRM SALESFORCE.COM INC 0.7%
Value ($000) $6,565 Shares 43,265 Est. Cost $102.80 Unrealized +50.6%
NSRGY NESTLE SPONSORED ADR 0.7%
Value ($000) $6,494 Shares 62,644 Est. Cost $66.03 Unrealized
ALLERGAN PLC SHS 0.7%
Value ($000) $6,469 Shares 38,637 Est. Cost $171.01 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $6,415 Shares 88,219 Est. Cost $34.63 Unrealized +71.5%
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $6,267 Shares 109,700 Est. Cost $31.10 Unrealized +28.7%
ADP AUTOMATIC DATA PROCESSING 0.6%
Value ($000) $5,786 Shares 34,993 Est. Cost $49.54 Unrealized +184.5%
DD DUPONT DE NEMOURS INC 0.6%
Value ($000) $5,620 Shares 74,860 Est. Cost $27.24 Unrealized 0.0%
GBDC GOLUB CAPITAL BDC INC 0.6%
Value ($000) $5,476 Shares 307,686 Est. Cost $6.08 Unrealized +51.8%
ABT ABBOTT LABS 0.5%
Value ($000) $5,075 Shares 60,343 Est. Cost $29.48 Unrealized +138.2%
NKE NIKE INC 0.5%
Value ($000) $5,044 Shares 60,080 Est. Cost $53.25 Unrealized +44.8%
WAB WABTEC CORP 0.5%
Value ($000) $5,044 Shares 70,280 Est. Cost $71.37 Unrealized -4.5%
ROYAL DUTCH SHELL PLC SPON ADR 0.5%
Value ($000) $5,031 Shares 76,535 Est. Cost $65.33 Unrealized
ES EVERSOURCE ENERGY COM 0.5%
Value ($000) $4,677 Shares 61,736 Est. Cost $36.43 Unrealized +58.8%
EPD ENTERPRISE PRODS PARTNERS 0.5%
Value ($000) $4,663 Shares 161,515 Est. Cost $46.28 Unrealized
BB&T CORPORATION 0.5%
Value ($000) $4,650 Shares 94,646 Est. Cost $34.34 Unrealized
GLW CORNING INC 0.5%
Value ($000) $4,295 Shares 129,266 Est. Cost $10.49 Unrealized +153.8%
T AT&T INC (NEW) 0.5%
Value ($000) $4,281 Shares 127,738 Est. Cost $12.01 Unrealized +25.6%
WFC WELLS FARGO 0.4%
Value ($000) $4,178 Shares 88,297 Est. Cost $27.44 Unrealized +42.4%
CFR CULLEN FROST BANKERS INC 0.4%
Value ($000) $4,082 Shares 43,579 Est. Cost $47.33 Unrealized +68.6%
MMM 3M COMPANY 0.4%
Value ($000) $3,976 Shares 22,940 Est. Cost $61.26 Unrealized +96.9%
MKL MARKEL CORP HOLDING CO 0.4%
Value ($000) $3,936 Shares 3,612 Est. Cost $523.59 Unrealized +100.1%
ANADARKO PETROLEUM CORP 0.4%
Value ($000) $3,897 Shares 55,232 Est. Cost $72.30 Unrealized
CB CHUBB LIMITED COM 0.4%
Value ($000) $3,844 Shares 26,098 Est. Cost $112.85 Unrealized +14.6%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $3,817 Shares 96,052 Est. Cost $53.60 Unrealized -37.2%
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $3,805 Shares 69,516 Est. Cost $30.15 Unrealized +49.9%
LINDE PLC 0.4%
Value ($000) $3,745 Shares 18,649 Est. Cost $156.04 Unrealized
RIO RIO TINTO PLC ADR SPONSORED 0.4%
Value ($000) $3,739 Shares 59,975 Est. Cost $45.31 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $3,653 Shares 80,560 Est. Cost $31.06 Unrealized +16.3%
DOW DOW INC 0.4%
Value ($000) $3,572 Shares 72,445 Est. Cost $36.37 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.4%
Value ($000) $3,502 Shares 11 Est. Cost $173021.84 Unrealized +79.7%
KO COCA-COLA CO 0.4%
Value ($000) $3,409 Shares 66,945 Est. Cost $27.99 Unrealized +42.6%
AME AMETEK INC 0.3%
Value ($000) $3,249 Shares 35,770 Est. Cost $41.48 Unrealized +97.6%
CVS CVS HEALTH CORP 0.3%
Value ($000) $3,041 Shares 55,813 Est. Cost $43.57 Unrealized 0.0%
HUBB HUBBELL INC 0.3%
Value ($000) $3,003 Shares 23,030 Est. Cost $76.44 Unrealized +42.2%
COP CONOCO PHILLIPS 0.3%
Value ($000) $2,907 Shares 47,648 Est. Cost $44.78 Unrealized +10.0%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $2,893 Shares 12,700 Est. Cost $96.34 Unrealized +114.4%
MPC MARATHON PETROLEUM CORP 0.3%
Value ($000) $2,887 Shares 51,662 Est. Cost $49.93 Unrealized -11.3%
AMZN AMAZON.COM INC 0.3%
Value ($000) $2,853 Shares 1,507 Est. Cost $40.94 Unrealized +127.5%
CAT CATERPILLAR INC 0.3%
Value ($000) $2,831 Shares 20,768 Est. Cost $64.37 Unrealized +78.2%
BAX BAXTER INTERNATIONAL 0.3%
Value ($000) $2,742 Shares 33,473 Est. Cost $32.72 Unrealized +109.3%
HTLD HEARTLAND EXPRESS 0.3%
Value ($000) $2,732 Shares 151,204 Est. Cost $13.77 Unrealized +38.7%
BLACKSTONE GROUP LP 0.3%
Value ($000) $2,710 Shares 61,005 Est. Cost $33.57 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $2,674 Shares 28,591 Est. Cost $53.23 Unrealized +28.7%
VGT VANGUARD INFO TECH ETF 0.3%
Value ($000) $2,661 Shares 12,617 Est. Cost $171.06 Unrealized
VFIAX VANGUARD 500 INDEX FUND ADM 0.3%
Value ($000) $2,607 Shares 9,604 Est. Cost $194.76 Unrealized
UPS UNITED PARCEL SERVICE CLASS B 0.3%
Value ($000) $2,417 Shares 23,402 Est. Cost $55.72 Unrealized +43.9%
DUK DUKE ENERGY CORPORATION COM NE 0.2%
Value ($000) $2,270 Shares 25,722 Est. Cost $49.31 Unrealized +37.4%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $2,163 Shares 74,578 Est. Cost $17.68 Unrealized +38.6%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $2,149 Shares 31,815 Est. Cost $43.09 Unrealized +17.9%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $2,100 Shares 15,760 Est. Cost $65.05 Unrealized +57.1%
BKU BANKUNITED INC 0.2%
Value ($000) $1,977 Shares 58,590 Est. Cost $23.16 Unrealized +19.3%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,962 Shares 20,145 Est. Cost $59.62 Unrealized +27.8%
EW EDWARDS LIFESCIENCES 0.2%
Value ($000) $1,959 Shares 10,600 Est. Cost $20.88 Unrealized +189.6%
MOG/A MOOG INC CLASS A 0.2%
Value ($000) $1,929 Shares 20,606 Est. Cost $45.11 Unrealized +85.0%
BK BANK OF NEW YORK MELLON CORP 0.2%
Value ($000) $1,900 Shares 43,035 Est. Cost $26.12 Unrealized +48.5%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $1,878 Shares 16,360 Est. Cost $27.62 Unrealized +235.9%
ACCELERON PHARMA INC 0.2%
Value ($000) $1,765 Shares 42,964 Est. Cost $48.53 Unrealized
FFTWX FIDELITY FREEDOM 2025 FUND 0.2%
Value ($000) $1,674 Shares 120,911 Est. Cost $13.15 Unrealized
CTVA CORTEVA INC 0.2%
Value ($000) $1,659 Shares 56,110 Est. Cost $25.02 Unrealized 0.0%
PNC PNC FINANCIAL SERVICES GROUP 0.2%
Value ($000) $1,582 Shares 11,522 Est. Cost $48.08 Unrealized +116.5%
IAT ISHARES US REGIONAL BANKS ETF 0.2%
Value ($000) $1,539 Shares 33,525 Est. Cost $39.85 Unrealized
USB U S BANCORP 0.2%
Value ($000) $1,538 Shares 29,344 Est. Cost $22.41 Unrealized +73.7%
WY WEYERHAEUSER CO 0.2%
Value ($000) $1,512 Shares 57,420 Est. Cost $20.38 Unrealized -3.3%
CSX CSX CORP 0.2%
Value ($000) $1,512 Shares 19,538 Est. Cost $8.81 Unrealized +167.3%
FLS FLOWSERVE CORP 0.2%
Value ($000) $1,468 Shares 27,858 Est. Cost $41.01 Unrealized +3.8%
GENL AMERICAN INVESTORS INC 0.2%
Value ($000) $1,454 Shares 40,969 Est. Cost $33.35 Unrealized
DVN DEVON ENERGY CORP 0.2%
Value ($000) $1,426 Shares 50,000 Est. Cost $46.89 Unrealized -54.4%
GENERAL ELECTRIC CO 0.1%
Value ($000) $1,410 Shares 134,212 Est. Cost $23.19 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $1,359 Shares 16,670 Est. Cost $30.87 Unrealized +63.6%
MONMOUTH REAL ESTATE INVT CORP 0.1%
Value ($000) $1,355 Shares 100,000 Est. Cost $9.72 Unrealized
TD TORONTO DOMINION BANK 0.1%
Value ($000) $1,342 Shares 22,988 Est. Cost $40.89 Unrealized +37.6%
TGT TARGET CORP 0.1%
Value ($000) $1,267 Shares 14,625 Est. Cost $48.43 Unrealized +39.8%
RSPT INV S&P500 EQ WGHT TECH ETF 0.1%
Value ($000) $1,229 Shares 6,930 Est. Cost $164.94 Unrealized
CNI CANADIAN NATL RAILWAY CO 0.1%
Value ($000) $1,188 Shares 12,842 Est. Cost $48.29 Unrealized +67.8%
NEM NEWMONT MINING CORP 0.1%
Value ($000) $1,175 Shares 30,543 Est. Cost $25.10 Unrealized +11.4%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $1,124 Shares 25,945 Est. Cost $37.43 Unrealized -16.2%
ITA ISHARES US AEROSPACE & DEF ETF 0.1%
Value ($000) $1,087 Shares 5,075 Est. Cost $172.93 Unrealized
VSMAX VANGUARD SMALL CAP INDEX ADM F 0.1%
Value ($000) $1,062 Shares 14,145 Est. Cost $56.03 Unrealized
CI CIGNA CORP NEW 0.1%
Value ($000) $1,061 Shares 6,738 Est. Cost $190.77 Unrealized -24.9%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,012 Shares 14,111 Est. Cost $44.80 Unrealized +35.8%
MKC MCCORMICK & CO 0.1%
Value ($000) $1,008 Shares 6,500 Est. Cost $30.80 Unrealized +120.1%
WMT WAL-MART STORES INC 0.1%
Value ($000) $1,003 Shares 9,078 Est. Cost $20.16 Unrealized +55.2%
ENB ENBRIDGE INC 0.1%
Value ($000) $1,001 Shares 27,735 Est. Cost $24.26 Unrealized -3.2%
SLRC SOLAR CAPITAL LTD 0.1%
Value ($000) $996 Shares 48,500 Est. Cost $6.77 Unrealized +59.8%
WMB WILLIAMS COS 0.1%
Value ($000) $961 Shares 34,276 Est. Cost $22.62 Unrealized -15.2%
SWPPX SCHWAB S&P 500 INDEX SELECT FD 0.1%
Value ($000) $957 Shares 21,086 Est. Cost $27.30 Unrealized
DE DEERE & CO 0.1%
Value ($000) $953 Shares 5,750 Est. Cost $68.07 Unrealized +107.8%
NVS NOVARTIS AG SPON ADR 0.1%
Value ($000) $907 Shares 9,932 Est. Cost $94.09 Unrealized
PM PHILIP MORRIS INTL 0.1%
Value ($000) $891 Shares 11,350 Est. Cost $50.06 Unrealized +16.4%
NEUROTROPE INC 0.1%
Value ($000) $877 Shares 109,375 Est. Cost $9.68 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $860 Shares 5,235 Est. Cost $124.10 Unrealized +24.8%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $851 Shares 8,530 Est. Cost $43.53 Unrealized +98.3%
FMCSX FIDELITY MID CAP STK FND 0.1%
Value ($000) $835 Shares 23,688 Est. Cost $34.55 Unrealized
HSIC SCHEIN HENRY INC 0.1%
Value ($000) $797 Shares 11,400 Est. Cost $60.69 Unrealized +8.9%
CENTRAL SECURITIES CORP 0.1%
Value ($000) $791 Shares 25,925 Est. Cost $29.51 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $752 Shares 8,283 Est. Cost $51.53 Unrealized +54.9%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $747 Shares 3,650 Est. Cost $200.21 Unrealized -15.5%
ZBH ZIMMER HOLDINGS 0.1%
Value ($000) $747 Shares 6,338 Est. Cost $72.60 Unrealized +52.8%
NUE NUCOR CORP 0.1%
Value ($000) $731 Shares 13,269 Est. Cost $32.41 Unrealized +47.6%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $719 Shares 4,767 Est. Cost $49.85 Unrealized +157.9%
INGERSOLL-RAND PLC 0.1%
Value ($000) $709 Shares 5,600 Est. Cost $55.52 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $689 Shares 14,550 Est. Cost $16.28 Unrealized +90.0%
FBALX FIDELITY BALANCED FUND 0.1%
Value ($000) $687 Shares 29,092 Est. Cost $23.14 Unrealized
EQR EQUITY RESIDENTIAL PROP SBI 0.1%
Value ($000) $683 Shares 9,000 Est. Cost $31.42 Unrealized +88.8%
EOG EOG RESOURCES INC. 0.1%
Value ($000) $678 Shares 7,276 Est. Cost $66.95 Unrealized +5.1%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $672 Shares 4,100 Est. Cost $71.73 Unrealized +109.0%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.1%
Value ($000) $670 Shares 8,650 Est. Cost $64.37 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $666 Shares 6,075 Est. Cost $47.69 Unrealized +68.7%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $652 Shares 15,408 Est. Cost $26.84 Unrealized +32.4%
FDCAX FIDELITY CAP APPRECIATION FD 0.1%
Value ($000) $644 Shares 18,184 Est. Cost $33.16 Unrealized
ALLIANZGI GLOBAL WATER INST FU 0.1%
Value ($000) $633 Shares 39,757 Est. Cost $13.80 Unrealized
ROP ROPER INDS INC NEW 0.1%
Value ($000) $630 Shares 1,720 Est. Cost $127.87 Unrealized +167.0%
ET ENERGY TRANSFER OPERATING LP 0.1%
Value ($000) $616 Shares 43,729 Est. Cost $23.49 Unrealized
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $607 Shares 8,128 Est. Cost $37.20 Unrealized +90.0%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $595 Shares 7,150 Est. Cost $46.59 Unrealized +53.2%
CERNER CORP 0.1%
Value ($000) $586 Shares 8,000 Est. Cost $48.02 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $584 Shares 2,179 Est. Cost $202.69 Unrealized +27.1%
FIDELITY INDEPENDNCE FD 0.1%
Value ($000) $580 Shares 15,559 Est. Cost $35.91 Unrealized
KNX KNIGHT SWIFT TRANSN HLDGS INC 0.1%
Value ($000) $578 Shares 17,600 Est. Cost $35.05 Unrealized -14.9%
ROYAL DUTCH SHELL PLC SPON ADR 0.1%
Value ($000) $578 Shares 8,881 Est. Cost $62.80 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $575 Shares 5,732 Est. Cost $44.66 Unrealized +95.2%
OUTFRONT MEDIA INC 0.1%
Value ($000) $568 Shares 22,000 Est. Cost $29.91 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $566 Shares 2,500 Est. Cost $78.28 Unrealized +125.1%
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $562 Shares 6,383 Est. Cost $35.08 Unrealized +94.5%
ECL ECOLAB INC 0.1%
Value ($000) $558 Shares 2,825 Est. Cost $100.41 Unrealized +72.5%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $554 Shares 10,286 Est. Cost $25.06 Unrealized +76.0%
OKE ONEOK INC 0.1%
Value ($000) $551 Shares 8,010 Est. Cost $13.46 Unrealized +225.9%
HPQ HP INC 0.1%
Value ($000) $542 Shares 26,071 Est. Cost $9.12 Unrealized +72.3%
FIREEYE INC 0.1%
Value ($000) $529 Shares 35,700 Est. Cost $24.67 Unrealized
SU SUNCOR ENERGY INC 0.1%
Value ($000) $510 Shares 16,343 Est. Cost $20.16 Unrealized +22.0%
DTE DTE ENERGY CO 0.1%
Value ($000) $510 Shares 3,991 Est. Cost $41.34 Unrealized +107.4%
PAA PLAINS ALL AMER PIPELINE LP 0.1%
Value ($000) $502 Shares 20,614 Est. Cost $56.44 Unrealized
RNR RENAISSANCERE HLDGS LTD ORD 0.1%
Value ($000) $481 Shares 2,700 Est. Cost $88.61 Unrealized +85.5%
REAVES UTILITY INCOME FUND 0.1%
Value ($000) $480 Shares 13,418 Est. Cost $30.99 Unrealized
SNA SNAP-ON INC 0.0%
Value ($000) $472 Shares 2,850 Est. Cost $66.83 Unrealized +104.4%
FEVAX FIRST EAGLE US VALUE FD CL A 0.0%
Value ($000) $446 Shares 23,883 Est. Cost $18.76 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $441 Shares 5,285 Est. Cost $34.70 Unrealized +87.2%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $439 Shares 3,889 Est. Cost $81.92 Unrealized +17.2%
UHT UNIVERSAL HEALTH/REALTY SBI 0.0%
Value ($000) $431 Shares 5,075 Est. Cost $41.81 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $428 Shares 30,136 Est. Cost $16.74 Unrealized
ACAD ACADIA PHARMACEUTICALS INC 0.0%
Value ($000) $401 Shares 15,000 Est. Cost $17.83 Unrealized +43.3%
FFFEX FIDELITY INSTL FREEDOM 2030 0.0%
Value ($000) $395 Shares 23,046 Est. Cost $17.19 Unrealized
HPE HEWLETT PACKARD ENTERPRISE 0.0%
Value ($000) $387 Shares 25,871 Est. Cost $6.50 Unrealized +88.5%
TAK TAKEDA PHARMACEUTICAL CO ADR 0.0%
Value ($000) $383 Shares 21,609 Est. Cost $20.40 Unrealized
BB&T CORP PREFERRED D 5.850 1 0.0%
Value ($000) $374 Shares 14,800 Est. Cost $21.44 Unrealized
FLPSX FIDELITY LOW PRICE STOCK FUND 0.0%
Value ($000) $373 Shares 7,673 Est. Cost $47.84 Unrealized
PPL PPL CORP 0.0%
Value ($000) $372 Shares 12,007 Est. Cost $16.55 Unrealized +40.9%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $365 Shares 4,064 Est. Cost $47.77 Unrealized +77.7%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $363 Shares 1,438 Est. Cost $186.30 Unrealized +12.6%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $360 Shares 745 Est. Cost $201.62 Unrealized +72.2%
WAT WATERS CORP 0.0%
Value ($000) $353 Shares 1,637 Est. Cost $128.50 Unrealized +70.1%
VGSTX VANGUARD STAR FUND 0.0%
Value ($000) $347 Shares 12,975 Est. Cost $22.49 Unrealized
SGENX FIRST EAGLE GLOBAL FD CL A 0.0%
Value ($000) $328 Shares 5,666 Est. Cost $51.29 Unrealized
PRNHX T ROWE PRICE NEW HORIZON FUND 0.0%
Value ($000) $321 Shares 5,100 Est. Cost $42.20 Unrealized
FFTHX FIDELITY ABERDEEN STR TR FREED 0.0%
Value ($000) $319 Shares 22,282 Est. Cost $14.42 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $315 Shares 1,207 Est. Cost $188.98 Unrealized +28.8%
FASMX FIDELITY ASSET MANAGER 0.0%
Value ($000) $311 Shares 17,063 Est. Cost $17.06 Unrealized
L LOEWS CORP 0.0%
Value ($000) $310 Shares 5,670 Est. Cost $42.08 Unrealized +18.5%
PEOPLES UNITED FIN'L 0.0%
Value ($000) $299 Shares 17,791 Est. Cost $14.91 Unrealized
HESS CORP 0.0%
Value ($000) $293 Shares 4,612 Est. Cost $60.28 Unrealized
D DOMINION RES INC VA 0.0%
Value ($000) $289 Shares 3,736 Est. Cost $48.36 Unrealized +17.6%
FXAIX FIDELITY 500 INDX FUND INST PR 0.0%
Value ($000) $289 Shares 2,819 Est. Cost $87.23 Unrealized
BNY MELLON SM/MIDCAP MULTI STR 0.0%
Value ($000) $288 Shares 21,955 Est. Cost $14.08 Unrealized
RAYTHEON CO 0.0%
Value ($000) $287 Shares 1,650 Est. Cost $125.50 Unrealized
TBGVX TWEEDY BROWNE GLOBAL VALUE FD 0.0%
Value ($000) $279 Shares 10,000 Est. Cost $27.52 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $278 Shares 2,400 Est. Cost $75.72 Unrealized +28.8%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $277 Shares 1,850 Est. Cost $88.89 Unrealized +40.6%
AMGN AMGEN INC 0.0%
Value ($000) $272 Shares 1,477 Est. Cost $78.77 Unrealized +85.6%
GIS GENERAL MILLS INC 0.0%
Value ($000) $269 Shares 5,114 Est. Cost $32.31 Unrealized +27.6%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $265 Shares 6,500 Est. Cost $25.63 Unrealized +33.0%
ORI OLD REP INTL CORP 0.0%
Value ($000) $262 Shares 11,720 Est. Cost $6.75 Unrealized +86.7%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $257 Shares 6,930 Est. Cost $28.95 Unrealized +12.0%
PEG PUBLIC SVC ENTERPRISES GROUP 0.0%
Value ($000) $252 Shares 4,284 Est. Cost $38.22 Unrealized +24.4%
NPRTX NEUBERGER BERMAN L/C VAL FND 0.0%
Value ($000) $250 Shares 8,060 Est. Cost $30.27 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $244 Shares 2,200 Est. Cost $90.58 Unrealized +19.2%
MARKER THERAPEUTICS INC 0.0%
Value ($000) $238 Shares 30,101 Est. Cost $5.55 Unrealized
FBIFX FIDELITY FREEDOM INDEX 2040 IN 0.0%
Value ($000) $238 Shares 11,962 Est. Cost $19.18 Unrealized
FMAGX FIDELITY MAGELLAN FUND 0.0%
Value ($000) $236 Shares 22,091 Est. Cost $19.98 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $233 Shares 4,150 Est. Cost $45.00 Unrealized +11.1%
HARRIS CORP 0.0%
Value ($000) $232 Shares 1,225 Est. Cost $189.39 Unrealized
FOCPX FIDELITY OTC PORTFOLIO 0.0%
Value ($000) $230 Shares 18,963 Est. Cost $12.13 Unrealized
FSEAX FIDELITY EMERGING ASIA FUND 0.0%
Value ($000) $230 Shares 5,256 Est. Cost $43.06 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $230 Shares 800 Est. Cost $19.43 Unrealized +25.5%
FCX FREEPORT MCMORAN COP & GLD INC 0.0%
Value ($000) $221 Shares 19,009 Est. Cost $25.23 Unrealized -57.4%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $218 Shares 4,632 Est. Cost $53.00 Unrealized -28.0%
FGRIX FIDELITY GROWTH & INCOME FUND 0.0%
Value ($000) $218 Shares 5,650 Est. Cost $37.74 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $218 Shares 2,600 Est. Cost $67.93 Unrealized 0.0%
FSPSX FIDELITY INTL IDX INST PREM FN 0.0%
Value ($000) $215 Shares 5,194 Est. Cost $39.95 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $213 Shares 2,920 Est. Cost $60.61 Unrealized +13.4%
AON PLC SHS CL A 0.0%
Value ($000) $212 Shares 1,100 Est. Cost $192.73 Unrealized
BANK OF AMERICA CORP PFD K 6.4 0.0%
Value ($000) $210 Shares 8,000 Est. Cost $25.25 Unrealized
NRT NO EUROPEAN OIL ROYALTY UTS 0.0%
Value ($000) $207 Shares 29,199 Est. Cost $22.65 Unrealized
WTM WHITE MOUNT INS GRP LTD 0.0%
Value ($000) $204 Shares 200 Est. Cost $961.99 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $202 Shares 550 Est. Cost $34.67 Unrealized +4.1%
BB&T CORP PREFERRED E 5.625 1 0.0%
Value ($000) $201 Shares 8,000 Est. Cost $25.13 Unrealized
FDVLX FIDELITY VALUE FUND 0.0%
Value ($000) $143 Shares 13,668 Est. Cost $12.00 Unrealized
AERPIO PHARMACEUTICALS INC 0.0%
Value ($000) $91 Shares 100,000 Est. Cost $4.75 Unrealized
ENCANA CORP 0.0%
Value ($000) $54 Shares 10,588 Est. Cost $7.25 Unrealized
FKINX FRANKLIN INCOME FUND A 0.0%
Value ($000) $38 Shares 16,549 Est. Cost $2.32 Unrealized
MATINAS BIOPHARMA HOLDINGS INC 0.0%
Value ($000) $15 Shares 17,500 Est. Cost $0.46 Unrealized
HGTXU HUGOTON RTY TR TEX SBI 0.0%
Value ($000) $6 Shares 17,500 Est. Cost $8.96 Unrealized
CANNABIS SCIENCE INC 0.0%
Value ($000) $1 Shares 20,000 Est. Cost $0.06 Unrealized
IPWG INTERNATIONAL PWR GROUP LTD 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized +9.4%
AMCAST INDUSTRIAL CORP 0.0%
Value ($000) $0 Shares 21,750 Est. Cost Unrealized