NEVILLE RODIE & SHAW INC Diversified Active

CIK: 0000071210 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 8, 2020

Total Value ($000): $1,019,648 (100.0% shares, 0.0% debt)

Holdings (250)

AAPL APPLE INC 6.3%
Value ($000) $63,836 Shares 217,389 Est. Cost $18.32 Unrealized +238.6%
JNJ JOHNSON & JOHNSON 3.7%
Value ($000) $37,799 Shares 259,126 Est. Cost $62.84 Unrealized +81.6%
TMO THERMO FISHER SCIENTIFIC INC 3.5%
Value ($000) $35,343 Shares 108,790 Est. Cost $85.59 Unrealized +248.6%
XOM EXXON MOBIL CORP 3.4%
Value ($000) $34,163 Shares 489,582 Est. Cost $53.69 Unrealized -3.0%
MSFT MICROSOFT CORP 3.3%
Value ($000) $33,633 Shares 213,270 Est. Cost $48.65 Unrealized +186.2%
PYPL PAYPAL HLDGS INC 2.5%
Value ($000) $25,014 Shares 231,247 Est. Cost $41.90 Unrealized +148.2%
JPM J P MORGAN CHASE & CO 2.3%
Value ($000) $23,830 Shares 170,945 Est. Cost $59.48 Unrealized +82.7%
MRK MERCK & COMPANY 2.3%
Value ($000) $23,253 Shares 255,667 Est. Cost $30.35 Unrealized +122.5%
GOOGL ALPHABET CLASS A 2.3%
Value ($000) $23,008 Shares 17,178 Est. Cost $40.17 Unrealized +59.4%
V VISA INC 2.2%
Value ($000) $22,470 Shares 119,585 Est. Cost $72.60 Unrealized +137.7%
NEE NEXTERA ENERGY INC 2.0%
Value ($000) $20,684 Shares 85,415 Est. Cost $14.15 Unrealized +254.5%
ZTS ZOETIS INC CL A 2.0%
Value ($000) $20,303 Shares 153,409 Est. Cost $55.51 Unrealized +112.7%
DIS DISNEY (WALT) CO 1.7%
Value ($000) $16,874 Shares 116,669 Est. Cost $68.49 Unrealized +98.2%
DHR DANAHER CORP 1.6%
Value ($000) $15,815 Shares 103,044 Est. Cost $61.25 Unrealized +100.8%
GOOG ALPHABET CLASS C 1.5%
Value ($000) $15,404 Shares 11,521 Est. Cost $35.61 Unrealized +79.9%
NSC NORFOLK SOUTHERN CORP 1.5%
Value ($000) $15,139 Shares 77,984 Est. Cost $58.76 Unrealized +181.7%
INTC INTEL CORP 1.4%
Value ($000) $13,766 Shares 230,011 Est. Cost $17.18 Unrealized +186.8%
BP BP P L C 1.3%
Value ($000) $13,420 Shares 355,599 Est. Cost $42.08 Unrealized
MCD MCDONALDS CORP 1.2%
Value ($000) $12,709 Shares 64,314 Est. Cost $72.62 Unrealized +136.7%
BA BOEING CO 1.2%
Value ($000) $12,639 Shares 38,798 Est. Cost $134.90 Unrealized +160.2%
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $12,598 Shares 100,861 Est. Cost $56.88 Unrealized +85.0%
BRK/B BERKSHIRE HATHAWAY CL B NEW 1.2%
Value ($000) $12,238 Shares 54,030 Est. Cost $155.58 Unrealized +39.6%
HD HOME DEPOT 1.2%
Value ($000) $11,928 Shares 54,622 Est. Cost $83.97 Unrealized +132.2%
BXMT BLACKSTONE MTG TR INC CL A 1.2%
Value ($000) $11,820 Shares 317,588 Est. Cost $29.40 Unrealized
UNITED TECHNOLOGIES CORP 1.2%
Value ($000) $11,777 Shares 78,640 Est. Cost $103.77 Unrealized
HON HONEYWELL INTERNATIONAL 1.1%
Value ($000) $11,206 Shares 63,311 Est. Cost $73.45 Unrealized +95.9%
BMY BRISTOL-MYERS SQUIBB CO 1.1%
Value ($000) $11,122 Shares 173,259 Est. Cost $38.79 Unrealized +16.5%
LAM RESEARCH CORP 1.1%
Value ($000) $10,967 Shares 37,508 Est. Cost $79.29 Unrealized
JACOBS ENGINEERING GROUP 1.1%
Value ($000) $10,786 Shares 120,073 Est. Cost $54.58 Unrealized
UNP UNION PACIFIC CORP 1.0%
Value ($000) $10,611 Shares 58,691 Est. Cost $75.81 Unrealized +97.0%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $10,468 Shares 35,606 Est. Cost $172.45 Unrealized +37.2%
CVX CHEVRON CORP 1.0%
Value ($000) $9,799 Shares 81,306 Est. Cost $72.46 Unrealized +23.8%
ORCL ORACLE CORP 0.9%
Value ($000) $9,440 Shares 178,188 Est. Cost $39.06 Unrealized +29.1%
PWR QUANTA SERVICES INC 0.9%
Value ($000) $9,417 Shares 231,315 Est. Cost $31.46 Unrealized +27.8%
BX BLACKSTONE GROUP INC COM CL A 0.9%
Value ($000) $9,366 Shares 167,434 Est. Cost $39.73 Unrealized +6.0%
META FACEBOOK INC CL A 0.9%
Value ($000) $8,964 Shares 43,677 Est. Cost $121.29 Unrealized +58.6%
PEP PEPSICO INC 0.9%
Value ($000) $8,675 Shares 63,475 Est. Cost $59.45 Unrealized +89.7%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $8,602 Shares 69,103 Est. Cost $63.56 Unrealized +73.3%
XLY CONS DISC SELECT SECTOR SPDR 0.8%
Value ($000) $8,526 Shares 67,979 Est. Cost $99.81 Unrealized
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $8,314 Shares 109,016 Est. Cost $45.67 Unrealized +37.6%
VZ VERIZON COMMUNICATIONS 0.8%
Value ($000) $8,082 Shares 131,627 Est. Cost $32.74 Unrealized +30.7%
FCNTX FIDELITY CONTRAFUND 0.8%
Value ($000) $8,079 Shares 589,239 Est. Cost $20.68 Unrealized
CVS CVS HEALTH CORP 0.8%
Value ($000) $7,872 Shares 105,963 Est. Cost $46.47 Unrealized +24.3%
ABBV ABBVIE INC 0.7%
Value ($000) $7,592 Shares 85,744 Est. Cost $34.63 Unrealized +86.6%
IBB ISHARES NASDQ BIOTECH INDEX FN 0.7%
Value ($000) $7,447 Shares 61,802 Est. Cost $136.44 Unrealized
CRM SALESFORCE.COM INC 0.7%
Value ($000) $7,356 Shares 45,231 Est. Cost $105.19 Unrealized +47.2%
COST COSTCO WHOLESALE CORP 0.7%
Value ($000) $7,222 Shares 24,573 Est. Cost $105.38 Unrealized +157.7%
PFE PFIZER INC 0.6%
Value ($000) $6,422 Shares 163,910 Est. Cost $16.95 Unrealized +57.5%
ALLERGAN PLC SHS 0.6%
Value ($000) $6,311 Shares 33,012 Est. Cost $171.01 Unrealized
IBM INTL BUSINESS MACHINES 0.6%
Value ($000) $6,303 Shares 47,020 Est. Cost $118.20 Unrealized -15.5%
ADP AUTOMATIC DATA PROCESSING 0.6%
Value ($000) $6,297 Shares 36,937 Est. Cost $54.37 Unrealized +166.8%
NKE NIKE INC 0.6%
Value ($000) $6,191 Shares 61,112 Est. Cost $54.53 Unrealized +59.2%
NSRGY NESTLE SPONSORED ADR 0.6%
Value ($000) $6,132 Shares 56,674 Est. Cost $66.03 Unrealized
GBDC GOLUB CAPITAL BDC INC 0.5%
Value ($000) $5,603 Shares 303,594 Est. Cost $6.08 Unrealized +58.4%
TFC TRUIST FINANCIAL CORPORATION C 0.5%
Value ($000) $5,503 Shares 97,721 Est. Cost $40.89 Unrealized 0.0%
ES EVERSOURCE ENERGY COM 0.5%
Value ($000) $5,121 Shares 60,198 Est. Cost $36.43 Unrealized +82.5%
WAB WABTEC CORP 0.5%
Value ($000) $5,108 Shares 65,649 Est. Cost $71.37 Unrealized -0.0%
ABT ABBOTT LABS 0.5%
Value ($000) $5,080 Shares 58,483 Est. Cost $29.48 Unrealized +155.4%
T AT&T INC (NEW) 0.5%
Value ($000) $4,802 Shares 122,878 Est. Cost $12.48 Unrealized +51.2%
EPD ENTERPRISE PRODS PARTNERS 0.5%
Value ($000) $4,698 Shares 166,857 Est. Cost $45.71 Unrealized
CFR CULLEN FROST BANKERS INC 0.4%
Value ($000) $4,207 Shares 43,029 Est. Cost $47.33 Unrealized +62.9%
MKL MARKEL CORP HOLDING CO 0.4%
Value ($000) $4,129 Shares 3,612 Est. Cost $523.59 Unrealized +117.5%
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $4,025 Shares 62,691 Est. Cost $27.24 Unrealized -10.0%
CB CHUBB LIMITED COM 0.4%
Value ($000) $3,963 Shares 25,459 Est. Cost $112.85 Unrealized +22.7%
LINDE PLC 0.4%
Value ($000) $3,895 Shares 18,296 Est. Cost $159.41 Unrealized
MMM 3M COMPANY 0.4%
Value ($000) $3,891 Shares 22,059 Est. Cost $61.26 Unrealized +82.4%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.4%
Value ($000) $3,735 Shares 11 Est. Cost $173021.84 Unrealized +88.3%
KO COCA-COLA CO 0.4%
Value ($000) $3,667 Shares 66,255 Est. Cost $27.99 Unrealized +59.0%
AME AMETEK INC 0.3%
Value ($000) $3,448 Shares 34,570 Est. Cost $41.48 Unrealized +119.2%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $3,440 Shares 12,597 Est. Cost $96.34 Unrealized +156.2%
GLW CORNING INC 0.3%
Value ($000) $3,425 Shares 117,670 Est. Cost $10.49 Unrealized +133.0%
HUBB HUBBELL INC 0.3%
Value ($000) $3,293 Shares 22,280 Est. Cost $76.44 Unrealized +66.3%
ROYAL DUTCH SHELL PLC SPON ADR 0.3%
Value ($000) $3,280 Shares 54,688 Est. Cost $65.25 Unrealized
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $3,209 Shares 66,906 Est. Cost $30.15 Unrealized +27.9%
HTLD HEARTLAND EXPRESS 0.3%
Value ($000) $3,139 Shares 149,132 Est. Cost $13.77 Unrealized +55.6%
DOW DOW INC 0.3%
Value ($000) $3,127 Shares 57,128 Est. Cost $36.37 Unrealized +0.9%
PSX PHILLIPS 66 0.3%
Value ($000) $3,082 Shares 27,666 Est. Cost $53.23 Unrealized +64.1%
COP CONOCO PHILLIPS 0.3%
Value ($000) $3,053 Shares 46,948 Est. Cost $44.78 Unrealized +5.3%
VGT VANGUARD INFO TECH ETF 0.3%
Value ($000) $3,020 Shares 12,335 Est. Cost $171.06 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $3,008 Shares 20,368 Est. Cost $64.37 Unrealized +91.1%
WFC WELLS FARGO 0.3%
Value ($000) $2,931 Shares 54,482 Est. Cost $27.44 Unrealized +62.9%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $2,915 Shares 72,505 Est. Cost $53.60 Unrealized -42.7%
VFIAX VANGUARD 500 INDEX FUND ADM 0.3%
Value ($000) $2,840 Shares 9,527 Est. Cost $194.76 Unrealized
MPC MARATHON PETROLEUM CORP 0.3%
Value ($000) $2,802 Shares 46,512 Est. Cost $49.93 Unrealized +3.4%
BAX BAXTER INTERNATIONAL 0.3%
Value ($000) $2,799 Shares 33,473 Est. Cost $32.72 Unrealized +124.2%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $2,504 Shares 71,084 Est. Cost $17.68 Unrealized +57.2%
DUK DUKE ENERGY CORPORATION COM NE 0.2%
Value ($000) $2,500 Shares 27,409 Est. Cost $50.64 Unrealized +41.8%
EW EDWARDS LIFESCIENCES 0.2%
Value ($000) $2,473 Shares 10,600 Est. Cost $20.88 Unrealized +274.0%
RIO RIO TINTO PLC ADR SPONSORED 0.2%
Value ($000) $2,434 Shares 41,000 Est. Cost $45.31 Unrealized
AMZN AMAZON.COM INC 0.2%
Value ($000) $2,404 Shares 1,301 Est. Cost $40.94 Unrealized +116.2%
UPS UNITED PARCEL SERVICE CLASS B 0.2%
Value ($000) $2,395 Shares 20,459 Est. Cost $55.72 Unrealized +66.6%
MDT MEDTRONIC PLC 0.2%
Value ($000) $2,308 Shares 20,344 Est. Cost $60.10 Unrealized +54.0%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $2,168 Shares 15,760 Est. Cost $65.05 Unrealized +67.2%
BK BANK OF NEW YORK MELLON CORP 0.2%
Value ($000) $2,131 Shares 42,335 Est. Cost $26.12 Unrealized +52.9%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $2,092 Shares 16,310 Est. Cost $27.62 Unrealized +275.7%
BKU BANKUNITED INC 0.2%
Value ($000) $1,963 Shares 53,690 Est. Cost $23.16 Unrealized +22.1%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,961 Shares 30,175 Est. Cost $43.09 Unrealized +19.0%
TGT TARGET CORP 0.2%
Value ($000) $1,875 Shares 14,625 Est. Cost $48.43 Unrealized +106.1%
PNC PNC FINANCIAL SERVICES GROUP 0.2%
Value ($000) $1,839 Shares 11,522 Est. Cost $48.08 Unrealized +149.9%
FFTWX FIDELITY FREEDOM 2025 FUND 0.2%
Value ($000) $1,781 Shares 124,406 Est. Cost $13.18 Unrealized
USB U S BANCORP 0.2%
Value ($000) $1,743 Shares 29,394 Est. Cost $22.41 Unrealized +97.8%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,741 Shares 19,730 Est. Cost $72.86 Unrealized 0.0%
RSPT INV S&P500 EQ WGHT TECH ETF 0.2%
Value ($000) $1,699 Shares 8,580 Est. Cost $167.94 Unrealized
MOG/A MOOG INC CLASS A 0.2%
Value ($000) $1,677 Shares 19,656 Est. Cost $45.11 Unrealized +78.6%
ITA ISHARES US AEROSPACE & DEF ETF 0.2%
Value ($000) $1,596 Shares 7,185 Est. Cost $187.76 Unrealized
WY WEYERHAEUSER CO 0.1%
Value ($000) $1,507 Shares 49,900 Est. Cost $20.38 Unrealized +13.4%
GENERAL ELECTRIC CO 0.1%
Value ($000) $1,492 Shares 133,712 Est. Cost $23.19 Unrealized
MONMOUTH REAL ESTATE INVT CORP 0.1%
Value ($000) $1,448 Shares 100,000 Est. Cost $9.72 Unrealized
GJRTX GOLDMAN SACHS ABSOLUTE RTRN TR 0.1%
Value ($000) $1,423 Shares 146,078 Est. Cost $9.74 Unrealized
CSX CSX CORP 0.1%
Value ($000) $1,414 Shares 19,538 Est. Cost $8.81 Unrealized +147.1%
MKC MCCORMICK & CO 0.1%
Value ($000) $1,409 Shares 8,300 Est. Cost $39.78 Unrealized +84.2%
NEM NEWMONT MINING CORP 0.1%
Value ($000) $1,405 Shares 32,343 Est. Cost $25.44 Unrealized +28.6%
CI CIGNA CORP NEW 0.1%
Value ($000) $1,378 Shares 6,738 Est. Cost $190.77 Unrealized -12.1%
FLS FLOWSERVE CORP 0.1%
Value ($000) $1,357 Shares 27,258 Est. Cost $41.01 Unrealized +1.9%
TD TORONTO DOMINION BANK 0.1%
Value ($000) $1,274 Shares 22,700 Est. Cost $40.89 Unrealized +38.7%
FTV FORTIVE CORP 0.1%
Value ($000) $1,273 Shares 16,670 Est. Cost $30.87 Unrealized +42.6%
GENL AMERICAN INVESTORS INC 0.1%
Value ($000) $1,262 Shares 33,427 Est. Cost $33.35 Unrealized
ACCELERON PHARMA INC 0.1%
Value ($000) $1,218 Shares 22,964 Est. Cost $48.53 Unrealized
DVN DEVON ENERGY CORP 0.1%
Value ($000) $1,169 Shares 45,000 Est. Cost $46.89 Unrealized -65.2%
VSMAX VANGUARD SMALL CAP INDEX ADM F 0.1%
Value ($000) $1,150 Shares 14,483 Est. Cost $56.54 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $1,103 Shares 27,735 Est. Cost $24.26 Unrealized +2.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,069 Shares 4,650 Est. Cost $197.13 Unrealized -4.9%
SWPPX SCHWAB S&P 500 INDEX SELECT FD 0.1%
Value ($000) $1,066 Shares 21,588 Est. Cost $27.61 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $1,007 Shares 8,478 Est. Cost $20.16 Unrealized +80.4%
SLRC SOLAR CAPITAL LTD 0.1%
Value ($000) $1,000 Shares 48,500 Est. Cost $6.77 Unrealized +62.3%
DE DEERE & CO 0.1%
Value ($000) $988 Shares 5,700 Est. Cost $68.07 Unrealized +132.0%
CNI CANADIAN NATL RAILWAY CO 0.1%
Value ($000) $981 Shares 10,842 Est. Cost $48.29 Unrealized +65.6%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $972 Shares 14,111 Est. Cost $44.80 Unrealized +31.9%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $950 Shares 8,530 Est. Cost $43.53 Unrealized +118.4%
PM PHILIP MORRIS INTL 0.1%
Value ($000) $949 Shares 11,150 Est. Cost $50.06 Unrealized +19.9%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.1%
Value ($000) $944 Shares 11,585 Est. Cost $69.30 Unrealized
NVS NOVARTIS AG SPON ADR 0.1%
Value ($000) $940 Shares 9,932 Est. Cost $94.09 Unrealized
ZBH ZIMMER HOLDINGS 0.1%
Value ($000) $886 Shares 5,924 Est. Cost $72.60 Unrealized +80.8%
FMCSX FIDELITY MID CAP STK FND 0.1%
Value ($000) $883 Shares 24,676 Est. Cost $34.60 Unrealized
CENTRAL SECURITIES CORP 0.1%
Value ($000) $858 Shares 25,925 Est. Cost $29.51 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $847 Shares 4,717 Est. Cost $49.85 Unrealized +193.5%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $831 Shares 4,100 Est. Cost $71.73 Unrealized +132.0%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $801 Shares 7,783 Est. Cost $51.53 Unrealized +68.4%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $740 Shares 6,075 Est. Cost $47.69 Unrealized +91.9%
GWW GRAINGER W W INC 0.1%
Value ($000) $738 Shares 2,179 Est. Cost $202.69 Unrealized +45.2%
EQR EQUITY RESIDENTIAL PROP SBI 0.1%
Value ($000) $728 Shares 9,000 Est. Cost $31.42 Unrealized +113.4%
INGERSOLL-RAND PLC 0.1%
Value ($000) $718 Shares 5,400 Est. Cost $55.52 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $714 Shares 4,724 Est. Cost $124.10 Unrealized +10.8%
HSIC SCHEIN HENRY INC 0.1%
Value ($000) $714 Shares 10,700 Est. Cost $60.69 Unrealized +9.0%
FBALX FIDELITY BALANCED FUND 0.1%
Value ($000) $698 Shares 28,380 Est. Cost $23.14 Unrealized
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $694 Shares 8,128 Est. Cost $37.20 Unrealized +102.8%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $693 Shares 15,412 Est. Cost $26.84 Unrealized +41.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $683 Shares 13,675 Est. Cost $16.28 Unrealized +76.9%
NUE NUCOR CORP 0.1%
Value ($000) $681 Shares 12,094 Est. Cost $32.41 Unrealized +48.7%
ALLIANZGI GLOBAL WATER INST FU 0.1%
Value ($000) $671 Shares 40,158 Est. Cost $13.83 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $661 Shares 5,732 Est. Cost $44.66 Unrealized +120.3%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $648 Shares 6,850 Est. Cost $46.59 Unrealized +71.0%
RSPD INVESCO S&P500 EQL WGHT CONS D 0.1%
Value ($000) $645 Shares 5,800 Est. Cost $111.21 Unrealized
ACAD ACADIA PHARMACEUTICALS INC 0.1%
Value ($000) $642 Shares 15,000 Est. Cost $17.83 Unrealized +144.0%
KNX KNIGHT SWIFT TRANSN HLDGS INC 0.1%
Value ($000) $613 Shares 17,100 Est. Cost $35.05 Unrealized -1.7%
WMB WILLIAMS COS 0.1%
Value ($000) $612 Shares 25,776 Est. Cost $22.62 Unrealized -28.1%
ROP ROPER INDS INC NEW 0.1%
Value ($000) $609 Shares 1,720 Est. Cost $127.87 Unrealized +160.5%
FDCAX FIDELITY CAP APPRECIATION FD 0.1%
Value ($000) $609 Shares 18,011 Est. Cost $33.21 Unrealized
OKE ONEOK INC 0.1%
Value ($000) $606 Shares 8,010 Est. Cost $13.46 Unrealized +254.4%
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $603 Shares 6,383 Est. Cost $35.08 Unrealized +111.7%
FIDELITY INDEPENDNCE FD 0.1%
Value ($000) $601 Shares 16,410 Est. Cost $35.95 Unrealized
UHT UNIVERSAL HEALTH/REALTY SBI 0.1%
Value ($000) $596 Shares 5,075 Est. Cost $41.81 Unrealized
CERNER CORP 0.1%
Value ($000) $590 Shares 8,040 Est. Cost $48.02 Unrealized
OUTFRONT MEDIA INC 0.1%
Value ($000) $590 Shares 22,000 Est. Cost $29.91 Unrealized
EOG EOG RESOURCES INC. 0.1%
Value ($000) $574 Shares 6,858 Est. Cost $66.95 Unrealized -16.6%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $567 Shares 10,286 Est. Cost $25.06 Unrealized +83.1%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $543 Shares 2,314 Est. Cost $78.28 Unrealized +148.0%
SU SUNCOR ENERGY INC 0.1%
Value ($000) $542 Shares 16,518 Est. Cost $20.21 Unrealized +21.2%
HPQ HP INC 0.1%
Value ($000) $536 Shares 26,071 Est. Cost $9.12 Unrealized +67.8%
RNR RENAISSANCERE HLDGS LTD ORD 0.1%
Value ($000) $529 Shares 2,700 Est. Cost $88.61 Unrealized +113.8%
ROYAL DUTCH SHELL PLC SPON ADR 0.1%
Value ($000) $524 Shares 8,881 Est. Cost $62.80 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $511 Shares 3,932 Est. Cost $41.34 Unrealized +111.6%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $502 Shares 10,895 Est. Cost $37.43 Unrealized -14.8%
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $497 Shares 13,418 Est. Cost $30.99 Unrealized
SNA SNAP-ON INC 0.0%
Value ($000) $483 Shares 2,850 Est. Cost $66.83 Unrealized +107.6%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $478 Shares 5,185 Est. Cost $34.70 Unrealized +115.7%
ET ENERGY TRANSFER OPERATING LP 0.0%
Value ($000) $472 Shares 36,752 Est. Cost $23.49 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $468 Shares 2,425 Est. Cost $100.41 Unrealized +76.9%
CTVA CORTEVA INC 0.0%
Value ($000) $468 Shares 15,810 Est. Cost $25.02 Unrealized -2.1%
FEVAX FIRST EAGLE US VALUE FD CL A 0.0%
Value ($000) $466 Shares 25,925 Est. Cost $18.70 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $462 Shares 3,889 Est. Cost $81.92 Unrealized +23.1%
IAT ISHARES US REGIONAL BANKS ETF 0.0%
Value ($000) $432 Shares 8,475 Est. Cost $39.85 Unrealized
FFFEX FIDELITY INSTL FREEDOM 2030 0.0%
Value ($000) $425 Shares 23,839 Est. Cost $17.21 Unrealized
PPL PPL CORP 0.0%
Value ($000) $423 Shares 11,800 Est. Cost $16.55 Unrealized +56.5%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $417 Shares 4,064 Est. Cost $47.77 Unrealized +114.3%
FLPSX FIDELITY LOW PRICE STOCK FUND 0.0%
Value ($000) $414 Shares 8,274 Est. Cost $47.65 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $410 Shares 30,136 Est. Cost $16.74 Unrealized
HPE HEWLETT PACKARD ENTERPRISE 0.0%
Value ($000) $410 Shares 25,871 Est. Cost $6.50 Unrealized +101.8%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $389 Shares 695 Est. Cost $201.62 Unrealized +114.0%
WAT WATERS CORP 0.0%
Value ($000) $383 Shares 1,637 Est. Cost $128.50 Unrealized +71.9%
RAYTHEON CO 0.0%
Value ($000) $366 Shares 1,664 Est. Cost $125.50 Unrealized
VGSTX VANGUARD STAR FUND 0.0%
Value ($000) $358 Shares 13,077 Est. Cost $22.49 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $356 Shares 1,477 Est. Cost $78.77 Unrealized +131.9%
FFTHX FIDELITY ABERDEEN STR TR FREED 0.0%
Value ($000) $347 Shares 22,962 Est. Cost $14.44 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $344 Shares 1,264 Est. Cost $186.30 Unrealized +21.5%
PRNHX T ROWE PRICE NEW HORIZON FUND 0.0%
Value ($000) $339 Shares 5,702 Est. Cost $44.03 Unrealized
FIREEYE INC 0.0%
Value ($000) $331 Shares 20,025 Est. Cost $24.67 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $328 Shares 4,150 Est. Cost $45.00 Unrealized +28.1%
FASMX FIDELITY ASSET MANAGER 0.0%
Value ($000) $321 Shares 17,227 Est. Cost $17.08 Unrealized
FXAIX FIDELITY 500 INDX FUND INST PR 0.0%
Value ($000) $316 Shares 2,821 Est. Cost $87.23 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $316 Shares 1,207 Est. Cost $188.98 Unrealized +33.1%
HESS CORP 0.0%
Value ($000) $308 Shares 4,612 Est. Cost $60.28 Unrealized
LHX L3 HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $305 Shares 1,542 Est. Cost $180.55 Unrealized -1.6%
PEOPLES UNITED FIN'L 0.0%
Value ($000) $301 Shares 17,791 Est. Cost $14.91 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $301 Shares 6,500 Est. Cost $25.63 Unrealized +39.4%
SGENX FIRST EAGLE GLOBAL FD CL A 0.0%
Value ($000) $301 Shares 5,198 Est. Cost $51.29 Unrealized
L LOEWS CORP 0.0%
Value ($000) $298 Shares 5,670 Est. Cost $42.08 Unrealized +16.8%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $297 Shares 6,930 Est. Cost $28.95 Unrealized +36.3%
D DOMINION RES INC VA 0.0%
Value ($000) $297 Shares 3,590 Est. Cost $48.36 Unrealized +29.0%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $295 Shares 2,400 Est. Cost $75.72 Unrealized +42.6%
PAA PLAINS ALL AMER PIPELINE LP 0.0%
Value ($000) $295 Shares 16,014 Est. Cost $56.44 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $295 Shares 3,702 Est. Cost $59.26 Unrealized 0.0%
BNY MELLON SM/MIDCAP MULTI STR 0.0%
Value ($000) $295 Shares 21,955 Est. Cost $14.08 Unrealized
TBGVX TWEEDY BROWNE GLOBAL VALUE FD 0.0%
Value ($000) $280 Shares 10,000 Est. Cost $27.52 Unrealized
BRISTOL MYERS SQUIBB CO RTS 0.0%
Value ($000) $278 Shares 92,409 Est. Cost $3.01 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $274 Shares 5,114 Est. Cost $32.31 Unrealized +32.5%
FOCPX FIDELITY OTC PORTFOLIO 0.0%
Value ($000) $263 Shares 20,537 Est. Cost $12.09 Unrealized
ORI OLD REP INTL CORP 0.0%
Value ($000) $262 Shares 11,720 Est. Cost $6.75 Unrealized +105.1%
NPRTX NEUBERGER BERMAN L/C VAL FND 0.0%
Value ($000) $260 Shares 8,060 Est. Cost $30.27 Unrealized
FBIFX FIDELITY FREEDOM INDEX 2040 IN 0.0%
Value ($000) $258 Shares 14,126 Est. Cost $19.04 Unrealized
FMAGX FIDELITY MAGELLAN FUND 0.0%
Value ($000) $257 Shares 25,206 Est. Cost $18.77 Unrealized
FSEAX FIDELITY EMERGING ASIA FUND 0.0%
Value ($000) $254 Shares 5,599 Est. Cost $43.20 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $253 Shares 1,850 Est. Cost $88.89 Unrealized +34.2%
PEG PUBLIC SVC ENTERPRISES GROUP 0.0%
Value ($000) $253 Shares 4,284 Est. Cost $38.22 Unrealized +28.6%
AVGO BROADCOM INC COM 0.0%
Value ($000) $253 Shares 800 Est. Cost $19.43 Unrealized +33.2%
FCX FREEPORT MCMORAN COP & GLD INC 0.0%
Value ($000) $249 Shares 19,009 Est. Cost $25.23 Unrealized -59.4%
FGRIX FIDELITY GROWTH & INCOME FUND 0.0%
Value ($000) $245 Shares 5,792 Est. Cost $37.81 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $230 Shares 2,616 Est. Cost $67.93 Unrealized +9.6%
FSPSX FIDELITY INTL IDX INST PREM FN 0.0%
Value ($000) $230 Shares 5,349 Est. Cost $40.03 Unrealized
AON PLC SHS CL A 0.0%
Value ($000) $229 Shares 1,100 Est. Cost $192.73 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $227 Shares 4,482 Est. Cost $53.00 Unrealized -17.7%
WTM WHITE MOUNT INS GRP LTD 0.0%
Value ($000) $223 Shares 200 Est. Cost $961.99 Unrealized +13.4%
BANK OF AMERICA CORP PFD K 6.4 0.0%
Value ($000) $216 Shares 8,000 Est. Cost $25.25 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $215 Shares 3,644 Est. Cost $55.43 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $214 Shares 1,786 Est. Cost $102.36 Unrealized 0.0%
HWC HANCOCK HOLDING CO 0.0%
Value ($000) $213 Shares 4,850 Est. Cost $40.55 Unrealized 0.0%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $205 Shares 2,920 Est. Cost $60.61 Unrealized +9.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $205 Shares 100 Est. Cost $1931.44 Unrealized 0.0%
BLACKROCK INC 0.0%
Value ($000) $201 Shares 400 Est. Cost $502.50 Unrealized
0NMK VESTAS WIND SYSTEMS A/S 0.0%
Value ($000) $201 Shares 2,000 Est. Cost $100.50 Unrealized
NRT NO EUROPEAN OIL ROYALTY UTS 0.0%
Value ($000) $165 Shares 27,999 Est. Cost $22.65 Unrealized
FDVLX FIDELITY VALUE FUND 0.0%
Value ($000) $151 Shares 13,668 Est. Cost $12.00 Unrealized
NEUROTROPE INC 0.0%
Value ($000) $107 Shares 109,375 Est. Cost $9.68 Unrealized
MARKER THERAPEUTICS INC 0.0%
Value ($000) $87 Shares 30,101 Est. Cost $5.55 Unrealized
AERPIO PHARMACEUTICALS INC 0.0%
Value ($000) $62 Shares 100,000 Est. Cost $4.75 Unrealized
EXICURE INC 0.0%
Value ($000) $48 Shares 16,667 Est. Cost $2.52 Unrealized
MATINAS BIOPHARMA HOLDINGS INC 0.0%
Value ($000) $40 Shares 17,500 Est. Cost $0.46 Unrealized
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
IPWG INTERNATIONAL PWR GROUP LTD 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized +3.6%