NEVILLE RODIE & SHAW INC Diversified Active

CIK: 0000071210 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 2, 2019

Total Value ($000): $944,928 (100.0% shares, 0.0% debt)

Holdings (244)

AAPL APPLE INC 5.2%
Value ($000) $48,781 Shares 217,802 Est. Cost $18.32 Unrealized +174.2%
XOM EXXON MOBIL CORP 3.8%
Value ($000) $35,893 Shares 508,333 Est. Cost $53.69 Unrealized +0.1%
JNJ JOHNSON & JOHNSON 3.5%
Value ($000) $33,075 Shares 255,643 Est. Cost $62.14 Unrealized +77.0%
TMO THERMO FISHER SCIENTIFIC INC 3.4%
Value ($000) $32,181 Shares 110,485 Est. Cost $85.59 Unrealized +229.0%
MSFT MICROSOFT CORP 3.1%
Value ($000) $29,120 Shares 209,453 Est. Cost $47.00 Unrealized +176.4%
PYPL PAYPAL HLDGS INC 2.5%
Value ($000) $23,680 Shares 228,588 Est. Cost $41.17 Unrealized +166.9%
MRK MERCK & COMPANY 2.3%
Value ($000) $21,616 Shares 256,782 Est. Cost $30.35 Unrealized +115.7%
GOOGL ALPHABET CLASS A 2.2%
Value ($000) $20,383 Shares 16,692 Est. Cost $39.47 Unrealized +48.9%
V VISA INC 2.1%
Value ($000) $20,080 Shares 116,737 Est. Cost $70.16 Unrealized +142.7%
NEE NEXTERA ENERGY INC 2.1%
Value ($000) $19,943 Shares 85,594 Est. Cost $14.15 Unrealized +226.8%
JPM J P MORGAN CHASE & CO 2.1%
Value ($000) $19,758 Shares 167,880 Est. Cost $58.59 Unrealized +62.3%
ZTS ZOETIS INC CL A 1.9%
Value ($000) $18,321 Shares 147,049 Est. Cost $52.81 Unrealized +117.0%
BA BOEING CO 1.7%
Value ($000) $16,315 Shares 42,882 Est. Cost $134.90 Unrealized +161.2%
NSC NORFOLK SOUTHERN CORP 1.6%
Value ($000) $14,649 Shares 81,534 Est. Cost $58.76 Unrealized +174.8%
DIS DISNEY (WALT) CO 1.5%
Value ($000) $14,392 Shares 110,441 Est. Cost $64.69 Unrealized +107.5%
DHR DANAHER CORP 1.5%
Value ($000) $14,172 Shares 98,123 Est. Cost $58.16 Unrealized +109.3%
GOOG ALPHABET CLASS C 1.5%
Value ($000) $14,086 Shares 11,555 Est. Cost $35.61 Unrealized +64.9%
MCD MCDONALDS CORP 1.5%
Value ($000) $13,808 Shares 64,314 Est. Cost $72.62 Unrealized +154.4%
BP BP P L C 1.4%
Value ($000) $13,556 Shares 356,849 Est. Cost $42.08 Unrealized
INTC INTEL CORP 1.3%
Value ($000) $12,687 Shares 246,208 Est. Cost $17.18 Unrealized +150.5%
PG PROCTER & GAMBLE CO 1.3%
Value ($000) $12,488 Shares 100,409 Est. Cost $56.88 Unrealized +77.6%
HD HOME DEPOT 1.3%
Value ($000) $12,171 Shares 52,457 Est. Cost $79.39 Unrealized +135.6%
BRK/B BERKSHIRE HATHAWAY CL B NEW 1.2%
Value ($000) $11,309 Shares 54,365 Est. Cost $155.58 Unrealized +32.4%
JACOBS ENGINEERING GROUP 1.2%
Value ($000) $11,110 Shares 121,423 Est. Cost $54.58 Unrealized
BXMT BLACKSTONE MTG TR INC CL A 1.2%
Value ($000) $10,893 Shares 303,835 Est. Cost $29.05 Unrealized
UNITED TECHNOLOGIES CORP 1.1%
Value ($000) $10,381 Shares 76,036 Est. Cost $102.20 Unrealized
HON HONEYWELL INTERNATIONAL 1.1%
Value ($000) $10,269 Shares 60,692 Est. Cost $70.41 Unrealized +97.8%
CVX CHEVRON CORP 1.0%
Value ($000) $9,850 Shares 83,049 Est. Cost $72.46 Unrealized +26.3%
ORCL ORACLE CORP 1.0%
Value ($000) $9,775 Shares 177,634 Est. Cost $39.06 Unrealized +29.0%
UNP UNION PACIFIC CORP 1.0%
Value ($000) $9,379 Shares 57,904 Est. Cost $74.81 Unrealized +94.9%
CELGENE CORP 1.0%
Value ($000) $9,242 Shares 93,069 Est. Cost $103.05 Unrealized
LAM RESEARCH CORP 0.9%
Value ($000) $8,732 Shares 37,785 Est. Cost $79.29 Unrealized
PWR QUANTA SERVICES INC 0.9%
Value ($000) $8,572 Shares 226,765 Est. Cost $31.29 Unrealized +13.6%
PEP PEPSICO INC 0.9%
Value ($000) $8,487 Shares 61,900 Est. Cost $58.10 Unrealized +88.2%
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $8,191 Shares 69,253 Est. Cost $63.56 Unrealized +77.1%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $7,784 Shares 35,816 Est. Cost $172.45 Unrealized +25.9%
VZ VERIZON COMMUNICATIONS 0.8%
Value ($000) $7,660 Shares 126,900 Est. Cost $32.37 Unrealized +24.9%
META FACEBOOK INC CL A 0.8%
Value ($000) $7,629 Shares 42,840 Est. Cost $119.90 Unrealized +57.4%
XLY CONS DISC SELECT SECTOR SPDR 0.8%
Value ($000) $7,457 Shares 61,776 Est. Cost $97.24 Unrealized
FCNTX FIDELITY CONTRAFUND 0.8%
Value ($000) $7,418 Shares 576,778 Est. Cost $20.83 Unrealized
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $7,299 Shares 109,166 Est. Cost $45.67 Unrealized +19.0%
COST COSTCO WHOLESALE CORP 0.7%
Value ($000) $6,983 Shares 24,237 Est. Cost $103.08 Unrealized +148.7%
IBM INTL BUSINESS MACHINES 0.7%
Value ($000) $6,860 Shares 47,178 Est. Cost $118.20 Unrealized -13.3%
BX BLACKSTONE GROUP INC COM CL A 0.7%
Value ($000) $6,743 Shares 138,060 Est. Cost $39.22 Unrealized 0.0%
ALLERGAN PLC SHS 0.7%
Value ($000) $6,502 Shares 38,637 Est. Cost $171.01 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $6,498 Shares 85,819 Est. Cost $34.63 Unrealized +51.9%
CRM SALESFORCE.COM INC 0.7%
Value ($000) $6,406 Shares 43,156 Est. Cost $102.80 Unrealized +46.1%
IBB ISHARES NASDQ BIOTECH INDEX FN 0.7%
Value ($000) $6,263 Shares 62,952 Est. Cost $136.44 Unrealized
NSRGY NESTLE SPONSORED ADR 0.7%
Value ($000) $6,252 Shares 57,574 Est. Cost $66.03 Unrealized
CVS CVS HEALTH CORP 0.7%
Value ($000) $6,239 Shares 98,913 Est. Cost $45.66 Unrealized +5.9%
PFE PFIZER INC 0.7%
Value ($000) $6,231 Shares 173,410 Est. Cost $16.95 Unrealized +59.3%
ADP AUTOMATIC DATA PROCESSING 0.6%
Value ($000) $5,953 Shares 36,879 Est. Cost $54.37 Unrealized +164.8%
GBDC GOLUB CAPITAL BDC INC 0.6%
Value ($000) $5,712 Shares 303,174 Est. Cost $6.08 Unrealized +59.1%
NKE NIKE INC 0.6%
Value ($000) $5,522 Shares 58,791 Est. Cost $53.25 Unrealized +47.9%
ES EVERSOURCE ENERGY COM 0.5%
Value ($000) $5,144 Shares 60,194 Est. Cost $36.43 Unrealized +73.3%
BB&T CORPORATION 0.5%
Value ($000) $5,121 Shares 95,946 Est. Cost $34.60 Unrealized
DD DUPONT DE NEMOURS INC 0.5%
Value ($000) $4,980 Shares 69,829 Est. Cost $27.24 Unrealized -4.9%
ABT ABBOTT LABS 0.5%
Value ($000) $4,935 Shares 58,983 Est. Cost $29.48 Unrealized +158.1%
WAB WABTEC CORP 0.5%
Value ($000) $4,931 Shares 68,619 Est. Cost $71.37 Unrealized -4.1%
EPD ENTERPRISE PRODS PARTNERS 0.5%
Value ($000) $4,706 Shares 164,632 Est. Cost $45.95 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR 0.5%
Value ($000) $4,647 Shares 77,585 Est. Cost $65.25 Unrealized
T AT&T INC (NEW) 0.5%
Value ($000) $4,330 Shares 114,438 Est. Cost $12.01 Unrealized +41.6%
MKL MARKEL CORP HOLDING CO 0.5%
Value ($000) $4,269 Shares 3,612 Est. Cost $523.59 Unrealized +117.0%
CB CHUBB LIMITED COM 0.4%
Value ($000) $4,171 Shares 25,838 Est. Cost $112.85 Unrealized +23.5%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $3,978 Shares 78,460 Est. Cost $31.06 Unrealized +18.4%
CFR CULLEN FROST BANKERS INC 0.4%
Value ($000) $3,810 Shares 43,029 Est. Cost $47.33 Unrealized +54.1%
MMM 3M COMPANY 0.4%
Value ($000) $3,678 Shares 22,371 Est. Cost $61.26 Unrealized +80.6%
KO COCA-COLA CO 0.4%
Value ($000) $3,628 Shares 66,645 Est. Cost $27.99 Unrealized +57.0%
GLW CORNING INC 0.4%
Value ($000) $3,473 Shares 121,762 Est. Cost $10.49 Unrealized +138.3%
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $3,439 Shares 69,606 Est. Cost $30.15 Unrealized +41.9%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.4%
Value ($000) $3,430 Shares 11 Est. Cost $173021.84 Unrealized +78.9%
LINDE PLC 0.4%
Value ($000) $3,335 Shares 17,213 Est. Cost $156.04 Unrealized
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $3,254 Shares 95,227 Est. Cost $53.60 Unrealized -42.2%
HTLD HEARTLAND EXPRESS 0.3%
Value ($000) $3,217 Shares 149,579 Est. Cost $13.77 Unrealized +45.5%
AME AMETEK INC 0.3%
Value ($000) $3,193 Shares 34,770 Est. Cost $41.48 Unrealized +103.8%
DOW DOW INC 0.3%
Value ($000) $3,140 Shares 65,891 Est. Cost $36.37 Unrealized -10.0%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $3,111 Shares 12,700 Est. Cost $96.34 Unrealized +146.0%
RIO RIO TINTO PLC ADR SPONSORED 0.3%
Value ($000) $3,098 Shares 59,475 Est. Cost $45.31 Unrealized
HUBB HUBBELL INC 0.3%
Value ($000) $2,954 Shares 22,480 Est. Cost $76.44 Unrealized +49.7%
BAX BAXTER INTERNATIONAL 0.3%
Value ($000) $2,928 Shares 33,473 Est. Cost $32.72 Unrealized +130.8%
PSX PHILLIPS 66 0.3%
Value ($000) $2,846 Shares 27,791 Est. Cost $53.23 Unrealized +45.2%
MPC MARATHON PETROLEUM CORP 0.3%
Value ($000) $2,826 Shares 46,512 Est. Cost $49.93 Unrealized -13.7%
WFC WELLS FARGO 0.3%
Value ($000) $2,788 Shares 55,282 Est. Cost $27.44 Unrealized +45.0%
COP CONOCO PHILLIPS 0.3%
Value ($000) $2,675 Shares 46,948 Est. Cost $44.78 Unrealized +1.2%
VGT VANGUARD INFO TECH ETF 0.3%
Value ($000) $2,655 Shares 12,317 Est. Cost $171.06 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $2,623 Shares 20,768 Est. Cost $64.37 Unrealized +72.6%
VFIAX VANGUARD 500 INDEX FUND ADM 0.3%
Value ($000) $2,615 Shares 9,521 Est. Cost $194.76 Unrealized
DUK DUKE ENERGY CORPORATION COM NE 0.3%
Value ($000) $2,576 Shares 26,872 Est. Cost $50.22 Unrealized +40.5%
UPS UNITED PARCEL SERVICE CLASS B 0.3%
Value ($000) $2,494 Shares 20,814 Est. Cost $55.72 Unrealized +59.6%
AMZN AMAZON.COM INC 0.3%
Value ($000) $2,453 Shares 1,413 Est. Cost $40.94 Unrealized +126.5%
EW EDWARDS LIFESCIENCES 0.2%
Value ($000) $2,331 Shares 10,600 Est. Cost $20.88 Unrealized +236.5%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $2,239 Shares 15,760 Est. Cost $65.05 Unrealized +68.7%
MDT MEDTRONIC PLC 0.2%
Value ($000) $2,226 Shares 20,494 Est. Cost $60.10 Unrealized +45.7%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $2,173 Shares 74,484 Est. Cost $17.68 Unrealized +39.0%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $2,114 Shares 16,360 Est. Cost $27.62 Unrealized +272.5%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,945 Shares 30,690 Est. Cost $43.09 Unrealized +18.3%
BK BANK OF NEW YORK MELLON CORP 0.2%
Value ($000) $1,923 Shares 42,535 Est. Cost $26.12 Unrealized +41.6%
BKU BANKUNITED INC 0.2%
Value ($000) $1,805 Shares 53,690 Est. Cost $23.16 Unrealized +13.7%
FFTWX FIDELITY FREEDOM 2025 FUND 0.2%
Value ($000) $1,681 Shares 120,911 Est. Cost $13.15 Unrealized
USB U S BANCORP 0.2%
Value ($000) $1,627 Shares 29,394 Est. Cost $22.41 Unrealized +83.5%
PNC PNC FINANCIAL SERVICES GROUP 0.2%
Value ($000) $1,615 Shares 11,522 Est. Cost $48.08 Unrealized +123.9%
MOG/A MOOG INC CLASS A 0.2%
Value ($000) $1,594 Shares 19,656 Est. Cost $45.11 Unrealized +77.2%
TGT TARGET CORP 0.2%
Value ($000) $1,564 Shares 14,625 Est. Cost $48.43 Unrealized +65.9%
RSPT INV S&P500 EQ WGHT TECH ETF 0.2%
Value ($000) $1,507 Shares 8,430 Est. Cost $167.40 Unrealized
WY WEYERHAEUSER CO 0.2%
Value ($000) $1,446 Shares 52,220 Est. Cost $20.38 Unrealized +0.7%
MONMOUTH REAL ESTATE INVT CORP 0.2%
Value ($000) $1,441 Shares 100,000 Est. Cost $9.72 Unrealized
GENL AMERICAN INVESTORS INC 0.1%
Value ($000) $1,404 Shares 38,634 Est. Cost $33.35 Unrealized
ITA ISHARES US AEROSPACE & DEF ETF 0.1%
Value ($000) $1,385 Shares 6,165 Est. Cost $182.08 Unrealized
CSX CSX CORP 0.1%
Value ($000) $1,353 Shares 19,538 Est. Cost $8.81 Unrealized +142.3%
TD TORONTO DOMINION BANK 0.1%
Value ($000) $1,339 Shares 22,988 Est. Cost $40.89 Unrealized +39.0%
ACCELERON PHARMA INC 0.1%
Value ($000) $1,302 Shares 32,964 Est. Cost $48.53 Unrealized
FLS FLOWSERVE CORP 0.1%
Value ($000) $1,273 Shares 27,258 Est. Cost $41.01 Unrealized +0.1%
NEM NEWMONT MINING CORP 0.1%
Value ($000) $1,215 Shares 32,043 Est. Cost $25.44 Unrealized +27.3%
GENERAL ELECTRIC CO 0.1%
Value ($000) $1,200 Shares 134,212 Est. Cost $23.19 Unrealized
MKC MCCORMICK & CO 0.1%
Value ($000) $1,145 Shares 7,325 Est. Cost $35.32 Unrealized +100.8%
FTV FORTIVE CORP 0.1%
Value ($000) $1,143 Shares 16,670 Est. Cost $30.87 Unrealized +45.4%
DVN DEVON ENERGY CORP 0.1%
Value ($000) $1,082 Shares 45,000 Est. Cost $46.89 Unrealized -61.5%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $1,072 Shares 25,645 Est. Cost $37.43 Unrealized -21.6%
VSMAX VANGUARD SMALL CAP INDEX ADM F 0.1%
Value ($000) $1,046 Shares 14,171 Est. Cost $56.03 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,037 Shares 14,111 Est. Cost $44.80 Unrealized +39.6%
CI CIGNA CORP NEW 0.1%
Value ($000) $1,023 Shares 6,738 Est. Cost $190.77 Unrealized -22.0%
WMT WAL-MART STORES INC 0.1%
Value ($000) $1,006 Shares 8,478 Est. Cost $20.16 Unrealized +70.9%
SLRC SOLAR CAPITAL LTD 0.1%
Value ($000) $1,002 Shares 48,500 Est. Cost $6.77 Unrealized +59.3%
SWPPX SCHWAB S&P 500 INDEX SELECT FD 0.1%
Value ($000) $983 Shares 21,286 Est. Cost $27.30 Unrealized
CNI CANADIAN NATL RAILWAY CO 0.1%
Value ($000) $974 Shares 10,842 Est. Cost $48.29 Unrealized +69.5%
ENB ENBRIDGE INC 0.1%
Value ($000) $972 Shares 27,735 Est. Cost $24.26 Unrealized -6.6%
DE DEERE & CO 0.1%
Value ($000) $969 Shares 5,750 Est. Cost $68.07 Unrealized +114.5%
NVS NOVARTIS AG SPON ADR 0.1%
Value ($000) $863 Shares 9,932 Est. Cost $94.09 Unrealized
PM PHILIP MORRIS INTL 0.1%
Value ($000) $862 Shares 11,350 Est. Cost $50.06 Unrealized +13.3%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $853 Shares 8,530 Est. Cost $43.53 Unrealized +108.0%
FMCSX FIDELITY MID CAP STK FND 0.1%
Value ($000) $836 Shares 23,687 Est. Cost $34.55 Unrealized
ZBH ZIMMER HOLDINGS 0.1%
Value ($000) $822 Shares 5,994 Est. Cost $72.60 Unrealized +68.9%
IAT ISHARES US REGIONAL BANKS ETF 0.1%
Value ($000) $816 Shares 17,525 Est. Cost $39.85 Unrealized
CENTRAL SECURITIES CORP 0.1%
Value ($000) $814 Shares 25,925 Est. Cost $29.51 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $798 Shares 3,850 Est. Cost $199.14 Unrealized -9.8%
EQR EQUITY RESIDENTIAL PROP SBI 0.1%
Value ($000) $776 Shares 9,000 Est. Cost $31.42 Unrealized +103.7%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $738 Shares 4,717 Est. Cost $49.85 Unrealized +161.2%
FDX FEDEX CORP 0.1%
Value ($000) $734 Shares 5,037 Est. Cost $124.10 Unrealized +15.4%
CTVA CORTEVA INC 0.1%
Value ($000) $717 Shares 25,628 Est. Cost $25.02 Unrealized +6.6%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $708 Shares 7,783 Est. Cost $51.53 Unrealized +56.5%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $695 Shares 15,408 Est. Cost $26.84 Unrealized +39.7%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $694 Shares 6,075 Est. Cost $47.69 Unrealized +79.8%
HSIC SCHEIN HENRY INC 0.1%
Value ($000) $679 Shares 10,700 Est. Cost $60.69 Unrealized +6.5%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $676 Shares 4,100 Est. Cost $71.73 Unrealized +96.6%
FBALX FIDELITY BALANCED FUND 0.1%
Value ($000) $674 Shares 28,374 Est. Cost $23.14 Unrealized
INGERSOLL-RAND PLC 0.1%
Value ($000) $665 Shares 5,400 Est. Cost $55.52 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $647 Shares 2,179 Est. Cost $202.69 Unrealized +26.6%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.1%
Value ($000) $640 Shares 8,250 Est. Cost $64.37 Unrealized
ALLIANZGI GLOBAL WATER INST FU 0.1%
Value ($000) $637 Shares 39,757 Est. Cost $13.80 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $625 Shares 12,269 Est. Cost $32.41 Unrealized +41.3%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $623 Shares 8,128 Est. Cost $37.20 Unrealized +85.5%
KNX KNIGHT SWIFT TRANSN HLDGS INC 0.1%
Value ($000) $621 Shares 17,100 Est. Cost $35.05 Unrealized -7.1%
WMB WILLIAMS COS 0.1%
Value ($000) $620 Shares 25,776 Est. Cost $22.62 Unrealized -22.1%
ROP ROPER INDS INC NEW 0.1%
Value ($000) $613 Shares 1,720 Est. Cost $127.87 Unrealized +173.5%
OUTFRONT MEDIA INC 0.1%
Value ($000) $611 Shares 22,000 Est. Cost $29.91 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $598 Shares 6,383 Est. Cost $35.08 Unrealized +106.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $595 Shares 14,550 Est. Cost $16.28 Unrealized +69.6%
FIDELITY INDEPENDNCE FD 0.1%
Value ($000) $590 Shares 15,559 Est. Cost $35.91 Unrealized
OKE ONEOK INC 0.1%
Value ($000) $590 Shares 8,010 Est. Cost $13.46 Unrealized +246.2%
FDCAX FIDELITY CAP APPRECIATION FD 0.1%
Value ($000) $583 Shares 16,545 Est. Cost $33.16 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $570 Shares 6,850 Est. Cost $46.59 Unrealized +54.8%
DOV DOVER CORP 0.1%
Value ($000) $570 Shares 5,732 Est. Cost $44.66 Unrealized +96.2%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $569 Shares 10,286 Est. Cost $25.06 Unrealized +86.3%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $555 Shares 2,500 Est. Cost $78.28 Unrealized +146.0%
CERNER CORP 0.1%
Value ($000) $548 Shares 8,040 Est. Cost $48.02 Unrealized
ACAD ACADIA PHARMACEUTICALS INC 0.1%
Value ($000) $540 Shares 15,000 Est. Cost $17.83 Unrealized +70.1%
DTE DTE ENERGY CO 0.1%
Value ($000) $531 Shares 3,991 Est. Cost $41.34 Unrealized +115.2%
EOG EOG RESOURCES INC. 0.1%
Value ($000) $525 Shares 7,074 Est. Cost $66.95 Unrealized -8.2%
SU SUNCOR ENERGY INC 0.1%
Value ($000) $524 Shares 16,618 Est. Cost $20.21 Unrealized +15.6%
ROYAL DUTCH SHELL PLC SPON ADR 0.1%
Value ($000) $523 Shares 8,881 Est. Cost $62.80 Unrealized
RNR RENAISSANCERE HLDGS LTD ORD 0.1%
Value ($000) $522 Shares 2,700 Est. Cost $88.61 Unrealized +110.1%
UHT UNIVERSAL HEALTH/REALTY SBI 0.1%
Value ($000) $522 Shares 5,075 Est. Cost $41.81 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $503 Shares 5,285 Est. Cost $34.70 Unrealized +111.8%
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $501 Shares 11,277 Est. Cost $41.72 Unrealized 0.0%
ET ENERGY TRANSFER OPERATING LP 0.1%
Value ($000) $497 Shares 37,969 Est. Cost $23.49 Unrealized
HPQ HP INC 0.1%
Value ($000) $493 Shares 26,071 Est. Cost $9.12 Unrealized +72.5%
REAVES UTILITY INCOME FUND 0.1%
Value ($000) $492 Shares 13,418 Est. Cost $30.99 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $480 Shares 2,425 Est. Cost $100.41 Unrealized +86.4%
FIREEYE INC 0.1%
Value ($000) $476 Shares 35,700 Est. Cost $24.67 Unrealized
FEVAX FIRST EAGLE US VALUE FD CL A 0.0%
Value ($000) $448 Shares 23,883 Est. Cost $18.76 Unrealized
SNA SNAP-ON INC 0.0%
Value ($000) $446 Shares 2,850 Est. Cost $66.83 Unrealized +94.3%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $435 Shares 3,889 Est. Cost $81.92 Unrealized +23.1%
FFFEX FIDELITY INSTL FREEDOM 2030 0.0%
Value ($000) $396 Shares 23,046 Est. Cost $17.19 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $395 Shares 4,064 Est. Cost $47.77 Unrealized +93.9%
HPE HEWLETT PACKARD ENTERPRISE 0.0%
Value ($000) $392 Shares 25,871 Est. Cost $6.50 Unrealized +78.3%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $388 Shares 745 Est. Cost $201.62 Unrealized +94.5%
PPL PPL CORP 0.0%
Value ($000) $378 Shares 12,007 Est. Cost $16.55 Unrealized +39.3%
MARATHON OIL CORP 0.0%
Value ($000) $370 Shares 30,136 Est. Cost $16.74 Unrealized
FLPSX FIDELITY LOW PRICE STOCK FUND 0.0%
Value ($000) $368 Shares 8,195 Est. Cost $47.65 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $366 Shares 1,637 Est. Cost $128.50 Unrealized +68.0%
VGSTX VANGUARD STAR FUND 0.0%
Value ($000) $353 Shares 13,077 Est. Cost $22.49 Unrealized
LHX L3 HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $351 Shares 1,680 Est. Cost $180.55 Unrealized 0.0%
PAA PLAINS ALL AMER PIPELINE LP 0.0%
Value ($000) $345 Shares 16,614 Est. Cost $56.44 Unrealized
SGENX FIRST EAGLE GLOBAL FD CL A 0.0%
Value ($000) $331 Shares 5,666 Est. Cost $51.29 Unrealized
RAYTHEON CO 0.0%
Value ($000) $326 Shares 1,664 Est. Cost $125.50 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $321 Shares 1,207 Est. Cost $188.98 Unrealized +39.7%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $319 Shares 1,264 Est. Cost $186.30 Unrealized +20.0%
FFTHX FIDELITY ABERDEEN STR TR FREED 0.0%
Value ($000) $318 Shares 22,282 Est. Cost $14.42 Unrealized
PRNHX T ROWE PRICE NEW HORIZON FUND 0.0%
Value ($000) $311 Shares 5,100 Est. Cost $42.20 Unrealized
FASMX FIDELITY ASSET MANAGER 0.0%
Value ($000) $310 Shares 16,939 Est. Cost $17.06 Unrealized
D DOMINION RES INC VA 0.0%
Value ($000) $303 Shares 3,736 Est. Cost $48.36 Unrealized +20.8%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $298 Shares 2,400 Est. Cost $75.72 Unrealized +41.3%
FXAIX FIDELITY 500 INDX FUND INST PR 0.0%
Value ($000) $293 Shares 2,820 Est. Cost $87.23 Unrealized
L LOEWS CORP 0.0%
Value ($000) $292 Shares 5,670 Est. Cost $42.08 Unrealized +19.4%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $291 Shares 6,930 Est. Cost $28.95 Unrealized +29.5%
AMGN AMGEN INC 0.0%
Value ($000) $286 Shares 1,477 Est. Cost $78.77 Unrealized +100.6%
GIS GENERAL MILLS INC 0.0%
Value ($000) $282 Shares 5,114 Est. Cost $32.31 Unrealized +34.3%
BNY MELLON SM/MIDCAP MULTI STR 0.0%
Value ($000) $282 Shares 21,955 Est. Cost $14.08 Unrealized
HESS CORP 0.0%
Value ($000) $279 Shares 4,612 Est. Cost $60.28 Unrealized
PEOPLES UNITED FIN'L 0.0%
Value ($000) $278 Shares 17,791 Est. Cost $14.91 Unrealized
TBGVX TWEEDY BROWNE GLOBAL VALUE FD 0.0%
Value ($000) $277 Shares 10,000 Est. Cost $27.52 Unrealized
ORI OLD REP INTL CORP 0.0%
Value ($000) $276 Shares 11,720 Est. Cost $6.75 Unrealized +97.8%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $275 Shares 1,850 Est. Cost $88.89 Unrealized +45.8%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $267 Shares 6,500 Est. Cost $25.63 Unrealized +28.9%
PEG PUBLIC SVC ENTERPRISES GROUP 0.0%
Value ($000) $266 Shares 4,284 Est. Cost $38.22 Unrealized +25.7%
NPRTX NEUBERGER BERMAN L/C VAL FND 0.0%
Value ($000) $253 Shares 8,060 Est. Cost $30.27 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $246 Shares 4,150 Est. Cost $45.00 Unrealized +0.0%
FMAGX FIDELITY MAGELLAN FUND 0.0%
Value ($000) $240 Shares 22,091 Est. Cost $19.98 Unrealized
FBIFX FIDELITY FREEDOM INDEX 2040 IN 0.0%
Value ($000) $239 Shares 11,962 Est. Cost $19.18 Unrealized
FOCPX FIDELITY OTC PORTFOLIO 0.0%
Value ($000) $232 Shares 20,325 Est. Cost $12.08 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $231 Shares 2,616 Est. Cost $67.93 Unrealized +18.7%
FSEAX FIDELITY EMERGING ASIA FUND 0.0%
Value ($000) $226 Shares 5,256 Est. Cost $43.06 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $221 Shares 800 Est. Cost $19.43 Unrealized +23.6%
FGRIX FIDELITY GROWTH & INCOME FUND 0.0%
Value ($000) $220 Shares 5,712 Est. Cost $37.74 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $219 Shares 2,920 Est. Cost $60.61 Unrealized +15.8%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $219 Shares 4,632 Est. Cost $53.00 Unrealized -28.0%
WTM WHITE MOUNT INS GRP LTD 0.0%
Value ($000) $216 Shares 200 Est. Cost $961.99 Unrealized +10.9%
FSPSX FIDELITY INTL IDX INST PREM FN 0.0%
Value ($000) $213 Shares 5,194 Est. Cost $39.95 Unrealized
AON PLC SHS CL A 0.0%
Value ($000) $213 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
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $202 Shares 3,644 Est. Cost $55.43 Unrealized
HSY HERSHEY FOODS CORP 0.0%
Value ($000) $201 Shares 1,300 Est. Cost $130.18 Unrealized 0.0%
FCX FREEPORT MCMORAN COP & GLD INC 0.0%
Value ($000) $182 Shares 19,009 Est. Cost $25.23 Unrealized -62.3%
NRT NO EUROPEAN OIL ROYALTY UTS 0.0%
Value ($000) $171 Shares 27,999 Est. Cost $22.65 Unrealized
MARKER THERAPEUTICS INC 0.0%
Value ($000) $154 Shares 30,101 Est. Cost $5.55 Unrealized
FDVLX FIDELITY VALUE FUND 0.0%
Value ($000) $143 Shares 13,668 Est. Cost $12.00 Unrealized
NEUROTROPE INC 0.0%
Value ($000) $89 Shares 109,375 Est. Cost $9.68 Unrealized
AERPIO PHARMACEUTICALS INC 0.0%
Value ($000) $68 Shares 100,000 Est. Cost $4.75 Unrealized
EXICURE INC 0.0%
Value ($000) $42 Shares 16,667 Est. Cost $2.52 Unrealized
FKINX FRANKLIN INCOME FUND A 0.0%
Value ($000) $38 Shares 16,693 Est. Cost $2.32 Unrealized
MATINAS BIOPHARMA HOLDINGS INC 0.0%
Value ($000) $11 Shares 17,500 Est. Cost $0.46 Unrealized
IPWG INTERNATIONAL PWR GROUP LTD 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized +9.4%
CANNABIS SCIENCE INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.06 Unrealized
AMCAST INDUSTRIAL CORP 0.0%
Value ($000) $0 Shares 21,750 Est. Cost Unrealized