NEVILLE RODIE & SHAW INC Diversified Active

CIK: 0000071210 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 1, 2020

Total Value ($000): $821,293 (100.0% shares, 0.0% debt)

Holdings (229)

AAPL APPLE INC 6.6%
Value ($000) $54,322 Shares 213,624 Est. Cost $18.32 Unrealized +288.0%
JNJ JOHNSON & JOHNSON 4.1%
Value ($000) $33,800 Shares 257,756 Est. Cost $62.84 Unrealized +91.2%
MSFT MICROSOFT CORP 4.0%
Value ($000) $33,149 Shares 210,186 Est. Cost $48.65 Unrealized +221.3%
TMO THERMO FISHER SCIENTIFIC INC 3.7%
Value ($000) $30,467 Shares 107,428 Est. Cost $85.59 Unrealized +262.8%
PYPL PAYPAL HLDGS INC 2.7%
Value ($000) $21,992 Shares 229,702 Est. Cost $41.90 Unrealized +162.9%
NEE NEXTERA ENERGY INC 2.5%
Value ($000) $20,224 Shares 84,050 Est. Cost $14.15 Unrealized +283.7%
V VISA INC 2.4%
Value ($000) $19,866 Shares 123,303 Est. Cost $75.86 Unrealized +138.2%
GOOGL ALPHABET CLASS A 2.4%
Value ($000) $19,855 Shares 17,088 Est. Cost $40.17 Unrealized +67.4%
MRK MERCK & COMPANY 2.4%
Value ($000) $19,650 Shares 255,391 Est. Cost $30.35 Unrealized +114.4%
XOM EXXON MOBIL CORP 2.2%
Value ($000) $18,028 Shares 474,787 Est. Cost $53.69 Unrealized -21.6%
ZTS ZOETIS INC CL A 2.2%
Value ($000) $17,942 Shares 152,451 Est. Cost $55.51 Unrealized +125.7%
JPM J P MORGAN CHASE CO 1.9%
Value ($000) $15,272 Shares 169,634 Est. Cost $59.48 Unrealized +74.2%
DHR DANAHER CORP 1.7%
Value ($000) $14,194 Shares 102,550 Est. Cost $61.25 Unrealized +114.4%
GOOG ALPHABET CLASS C 1.6%
Value ($000) $13,131 Shares 11,292 Est. Cost $35.61 Unrealized +89.1%
DIS DISNEY (WALT) CO 1.5%
Value ($000) $11,930 Shares 123,499 Est. Cost $71.53 Unrealized +72.7%
XLY CONS DISC SELECT SECTOR SPDR 1.5%
Value ($000) $11,912 Shares 121,449 Est. Cost $99.05 Unrealized
INTC INTEL CORP 1.4%
Value ($000) $11,168 Shares 206,360 Est. Cost $17.18 Unrealized +204.7%
NSC NORFOLK SOUTHERN CORP 1.4%
Value ($000) $11,155 Shares 76,400 Est. Cost $58.76 Unrealized +178.5%
PG PROCTER & GAMBLE CO 1.3%
Value ($000) $11,008 Shares 100,070 Est. Cost $56.88 Unrealized +82.5%
MCD MCDONALDS CORP 1.3%
Value ($000) $10,634 Shares 64,314 Est. Cost $72.62 Unrealized +136.6%
AMZN AMAZON.COM INC 1.2%
Value ($000) $10,138 Shares 5,200 Est. Cost $82.81 Unrealized +16.9%
HD HOME DEPOT 1.2%
Value ($000) $10,117 Shares 54,182 Est. Cost $83.97 Unrealized +126.4%
BMY BRISTOL-MYERS SQUIBB CO 1.2%
Value ($000) $9,888 Shares 177,409 Est. Cost $39.02 Unrealized +24.5%
BRK/B BERKSHIRE HATHAWAY CL B NEW 1.2%
Value ($000) $9,720 Shares 53,165 Est. Cost $155.58 Unrealized +36.6%
META FACEBOOK INC CL A 1.2%
Value ($000) $9,474 Shares 56,802 Est. Cost $138.19 Unrealized +40.7%
BX BLACKSTONE GROUP INC COM CL A 1.2%
Value ($000) $9,470 Shares 207,818 Est. Cost $40.80 Unrealized +10.9%
JACOBS ENGINEERING GROUP 1.1%
Value ($000) $9,326 Shares 117,648 Est. Cost $54.58 Unrealized
LAM RESEARCH CORP 1.1%
Value ($000) $8,930 Shares 37,206 Est. Cost $79.29 Unrealized
BP BP P L C 1.1%
Value ($000) $8,651 Shares 354,699 Est. Cost $42.08 Unrealized
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $8,530 Shares 34,203 Est. Cost $172.45 Unrealized +44.8%
HON HONEYWELL INTERNATIONAL 1.0%
Value ($000) $8,490 Shares 63,461 Est. Cost $73.45 Unrealized +85.9%
UNP UNION PACIFIC CORP 1.0%
Value ($000) $8,227 Shares 58,328 Est. Cost $75.81 Unrealized +91.2%
ORCL ORACLE CORP 1.0%
Value ($000) $8,095 Shares 167,491 Est. Cost $39.06 Unrealized +21.6%
PEP PEPSICO INC 0.9%
Value ($000) $7,683 Shares 63,970 Est. Cost $59.45 Unrealized +89.7%
PWR QUANTA SERVICES INC 0.9%
Value ($000) $7,600 Shares 239,540 Est. Cost $31.64 Unrealized +15.9%
UNITED TECHNOLOGIES CORP 0.9%
Value ($000) $7,465 Shares 79,137 Est. Cost $103.77 Unrealized
ABBV ABBVIE INC 0.9%
Value ($000) $7,415 Shares 97,319 Est. Cost $38.50 Unrealized +74.5%
BXMT BLACKSTONE MTG TR INC CL A 0.9%
Value ($000) $7,403 Shares 397,559 Est. Cost $27.24 Unrealized
VZ VERIZON COMMUNICATIONS 0.9%
Value ($000) $7,249 Shares 134,927 Est. Cost $32.95 Unrealized +24.5%
QCOM QUALCOMM INC 0.8%
Value ($000) $6,972 Shares 103,070 Est. Cost $72.11 Unrealized -0.2%
CVS CVS HEALTH CORP 0.8%
Value ($000) $6,872 Shares 115,820 Est. Cost $47.22 Unrealized +17.1%
COST COSTCO WHOLESALE CORP 0.8%
Value ($000) $6,775 Shares 23,763 Est. Cost $105.38 Unrealized +163.6%
FCNTX FIDELITY CONTRAFUND 0.8%
Value ($000) $6,722 Shares 571,590 Est. Cost $20.68 Unrealized
IBB ISHARES NASDQ BIOTECH INDEX FN 0.8%
Value ($000) $6,603 Shares 61,286 Est. Cost $136.44 Unrealized
CRM SALESFORCE.COM INC 0.8%
Value ($000) $6,584 Shares 45,726 Est. Cost $105.89 Unrealized +60.0%
CVX CHEVRON CORP 0.7%
Value ($000) $6,095 Shares 84,108 Est. Cost $72.58 Unrealized +4.7%
ALLERGAN PLC SHS 0.7%
Value ($000) $5,846 Shares 33,012 Est. Cost $171.01 Unrealized
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $5,846 Shares 68,288 Est. Cost $63.56 Unrealized +69.3%
NSRGY NESTLE SPONSORED ADR 0.7%
Value ($000) $5,815 Shares 56,574 Est. Cost $66.03 Unrealized
BA BOEING CO 0.7%
Value ($000) $5,705 Shares 38,253 Est. Cost $134.90 Unrealized +102.2%
EMR EMERSON ELECTRIC CO 0.6%
Value ($000) $5,191 Shares 108,941 Est. Cost $45.67 Unrealized +26.5%
PFE PFIZER INC 0.6%
Value ($000) $5,116 Shares 156,755 Est. Cost $16.95 Unrealized +52.3%
NKE NIKE INC 0.6%
Value ($000) $5,003 Shares 60,463 Est. Cost $54.53 Unrealized +57.5%
IBM INTL BUSINESS MACHINES 0.6%
Value ($000) $4,990 Shares 44,991 Est. Cost $118.20 Unrealized -16.9%
ADP AUTOMATIC DATA PROCESSING 0.6%
Value ($000) $4,927 Shares 36,047 Est. Cost $54.37 Unrealized +161.1%
ES EVERSOURCE ENERGY COM 0.6%
Value ($000) $4,620 Shares 59,072 Est. Cost $36.43 Unrealized +94.0%
ABT ABBOTT LABS 0.6%
Value ($000) $4,557 Shares 57,752 Est. Cost $29.48 Unrealized +155.5%
T AT&T INC (NEW) 0.4%
Value ($000) $3,630 Shares 124,518 Est. Cost $12.55 Unrealized +44.7%
GBDC GOLUB CAPITAL BDC INC 0.4%
Value ($000) $3,509 Shares 279,399 Est. Cost $6.08 Unrealized +50.7%
GDX VANECK VECTORS GOLD MINERS ETF 0.4%
Value ($000) $3,492 Shares 151,575 Est. Cost $23.04 Unrealized
MKL MARKEL CORP HOLDING CO 0.4%
Value ($000) $3,314 Shares 3,572 Est. Cost $523.59 Unrealized +118.4%
SPGI SP GLOBAL INC 0.4%
Value ($000) $3,069 Shares 12,522 Est. Cost $96.34 Unrealized +171.1%
WAB WABTEC CORP 0.4%
Value ($000) $3,043 Shares 63,214 Est. Cost $71.37 Unrealized -7.1%
MMM 3M COMPANY 0.4%
Value ($000) $3,011 Shares 22,059 Est. Cost $61.26 Unrealized +72.9%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.4%
Value ($000) $2,992 Shares 11 Est. Cost $173021.84 Unrealized +84.2%
LINDE PLC 0.4%
Value ($000) $2,979 Shares 17,220 Est. Cost $159.41 Unrealized
KO COCA-COLA CO 0.4%
Value ($000) $2,907 Shares 65,705 Est. Cost $27.99 Unrealized +60.7%
BAX BAXTER INTERNATIONAL 0.3%
Value ($000) $2,702 Shares 33,280 Est. Cost $32.72 Unrealized +134.5%
VGT VANGUARD INFO TECH ETF 0.3%
Value ($000) $2,608 Shares 12,307 Est. Cost $171.06 Unrealized
HTLD HEARTLAND EXPRESS 0.3%
Value ($000) $2,541 Shares 136,832 Est. Cost $13.77 Unrealized +38.0%
CB CHUBB LIMITED COM 0.3%
Value ($000) $2,507 Shares 22,440 Est. Cost $112.85 Unrealized +15.5%
TFC TRUIST FINANCIAL CORPORATION C 0.3%
Value ($000) $2,421 Shares 78,517 Est. Cost $40.89 Unrealized -12.0%
EPD ENTERPRISE PRODS PARTNERS 0.3%
Value ($000) $2,400 Shares 167,804 Est. Cost $45.71 Unrealized
AME AMETEK INC 0.3%
Value ($000) $2,360 Shares 32,770 Est. Cost $41.48 Unrealized +109.0%
HUBB HUBBELL INC 0.3%
Value ($000) $2,358 Shares 20,555 Est. Cost $76.44 Unrealized +58.6%
CAT CATERPILLAR INC 0.3%
Value ($000) $2,340 Shares 20,168 Est. Cost $64.37 Unrealized +76.1%
DUK DUKE ENERGY CORPORATION COM NE 0.3%
Value ($000) $2,202 Shares 27,226 Est. Cost $50.64 Unrealized +43.6%
VFIAX VANGUARD 500 INDEX FUND ADM 0.3%
Value ($000) $2,193 Shares 9,192 Est. Cost $194.76 Unrealized
GLW CORNING INC 0.3%
Value ($000) $2,185 Shares 106,383 Est. Cost $10.49 Unrealized +110.7%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $2,084 Shares 27,878 Est. Cost $43.09 Unrealized +27.5%
ACCELERON PHARMA INC 0.3%
Value ($000) $2,064 Shares 22,964 Est. Cost $48.53 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $2,015 Shares 15,760 Est. Cost $65.05 Unrealized +72.3%
EW EDWARDS LIFESCIENCES 0.2%
Value ($000) $2,000 Shares 10,600 Est. Cost $20.88 Unrealized +245.4%
RIO RIO TINTO PLC ADR SPONSORED 0.2%
Value ($000) $1,868 Shares 41,000 Est. Cost $45.31 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,834 Shares 20,344 Est. Cost $60.10 Unrealized +50.0%
UPS UNITED PARCEL SERVICE CLASS B 0.2%
Value ($000) $1,713 Shares 18,337 Est. Cost $55.72 Unrealized +47.0%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $1,619 Shares 16,210 Est. Cost $27.62 Unrealized +268.0%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $1,604 Shares 75,534 Est. Cost $18.16 Unrealized +42.6%
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $1,600 Shares 46,906 Est. Cost $27.24 Unrealized -33.4%
WFC WELLS FARGO 0.2%
Value ($000) $1,500 Shares 52,242 Est. Cost $27.44 Unrealized +33.5%
RSPT INV SP500 EQ WGHT TECH ETF 0.2%
Value ($000) $1,487 Shares 9,330 Est. Cost $167.25 Unrealized
NEM NEWMONT MINING CORP 0.2%
Value ($000) $1,483 Shares 32,743 Est. Cost $25.59 Unrealized +48.1%
GJRTX GOLDMAN SACHS ABSOLUTE RTRN TR 0.2%
Value ($000) $1,465 Shares 166,633 Est. Cost $9.62 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $1,447 Shares 26,966 Est. Cost $53.23 Unrealized +19.8%
FFTWX FIDELITY FREEDOM 2025 FUND 0.2%
Value ($000) $1,432 Shares 116,078 Est. Cost $13.18 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.2%
Value ($000) $1,377 Shares 40,885 Est. Cost $26.12 Unrealized +35.4%
TGT TARGET CORP 0.2%
Value ($000) $1,360 Shares 14,625 Est. Cost $48.43 Unrealized +96.1%
COP CONOCO PHILLIPS 0.2%
Value ($000) $1,314 Shares 42,670 Est. Cost $44.78 Unrealized -8.5%
CI CIGNA CORP NEW 0.1%
Value ($000) $1,194 Shares 6,738 Est. Cost $190.77 Unrealized -7.0%
MONMOUTH REAL ESTATE INVT CORP 0.1%
Value ($000) $1,181 Shares 98,000 Est. Cost $9.72 Unrealized
MKC MCCORMICK & CO 0.1%
Value ($000) $1,172 Shares 8,300 Est. Cost $39.78 Unrealized +73.4%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $1,170 Shares 29,757 Est. Cost $30.15 Unrealized +21.6%
CSX CSX CORP 0.1%
Value ($000) $1,120 Shares 19,538 Est. Cost $8.81 Unrealized +144.7%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $1,103 Shares 11,522 Est. Cost $48.08 Unrealized +125.3%
GENL AMERICAN INVESTORS INC 0.1%
Value ($000) $1,065 Shares 38,817 Est. Cost $32.53 Unrealized
ITA ISHARES US AEROSPACE & DEF ETF 0.1%
Value ($000) $1,046 Shares 7,270 Est. Cost $187.25 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $1,038 Shares 130,712 Est. Cost $23.19 Unrealized
CFR CULLEN FROST BANKERS INC 0.1%
Value ($000) $1,015 Shares 18,189 Est. Cost $47.33 Unrealized +44.0%
USB U S BANCORP 0.1%
Value ($000) $1,005 Shares 29,159 Est. Cost $22.41 Unrealized +66.1%
MOG/A MOOG INC CLASS A 0.1%
Value ($000) $993 Shares 19,656 Est. Cost $45.11 Unrealized +62.8%
WMT WAL-MART STORES INC 0.1%
Value ($000) $945 Shares 8,319 Est. Cost $20.16 Unrealized +75.4%
ROYAL DUTCH SHELL PLC SPON ADR 0.1%
Value ($000) $936 Shares 28,663 Est. Cost $65.25 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $932 Shares 14,036 Est. Cost $44.80 Unrealized +37.4%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $888 Shares 65,780 Est. Cost $53.60 Unrealized -52.8%
TD TORONTO DOMINION BANK 0.1%
Value ($000) $883 Shares 20,822 Est. Cost $40.89 Unrealized +25.5%
FTV FORTIVE CORP 0.1%
Value ($000) $867 Shares 15,708 Est. Cost $30.87 Unrealized +38.1%
SWPPX SCHWAB SP 500 INDEX SELECT FD 0.1%
Value ($000) $857 Shares 21,588 Est. Cost $27.61 Unrealized
WY WEYERHAEUSER CO 0.1%
Value ($000) $845 Shares 49,900 Est. Cost $20.38 Unrealized +3.9%
CNI CANADIAN NATL RAILWAY CO 0.1%
Value ($000) $842 Shares 10,842 Est. Cost $48.29 Unrealized +61.4%
NVS NOVARTIS AG SPON ADR 0.1%
Value ($000) $819 Shares 9,932 Est. Cost $94.09 Unrealized
PM PHILIP MORRIS INTL 0.1%
Value ($000) $809 Shares 11,080 Est. Cost $50.06 Unrealized +21.3%
ENB ENBRIDGE INC 0.1%
Value ($000) $807 Shares 27,735 Est. Cost $24.26 Unrealized +3.1%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $804 Shares 5,200 Est. Cost $195.78 Unrealized -5.8%
DE DEERE & CO 0.1%
Value ($000) $788 Shares 5,700 Est. Cost $68.07 Unrealized +114.0%
BKU BANKUNITED INC 0.1%
Value ($000) $783 Shares 41,865 Est. Cost $23.16 Unrealized +5.3%
VSMAX VANGUARD SMALL CAP INDEX ADM F 0.1%
Value ($000) $779 Shares 14,090 Est. Cost $56.54 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $738 Shares 8,530 Est. Cost $43.53 Unrealized +123.7%
CENTRAL SECURITIES CORP 0.1%
Value ($000) $669 Shares 25,925 Est. Cost $29.51 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.1%
Value ($000) $669 Shares 11,335 Est. Cost $69.30 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $660 Shares 4,642 Est. Cost $49.85 Unrealized +196.0%
ACAD ACADIA PHARMACEUTICALS INC 0.1%
Value ($000) $634 Shares 15,000 Est. Cost $17.83 Unrealized +131.1%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $619 Shares 4,100 Est. Cost $71.73 Unrealized +133.2%
ZBH ZIMMER HOLDINGS 0.1%
Value ($000) $599 Shares 5,924 Est. Cost $72.60 Unrealized +72.0%
FIDELITY INDEPENDNCE FD 0.1%
Value ($000) $596 Shares 18,878 Est. Cost $35.38 Unrealized
FBALX FIDELITY BALANCED FUND 0.1%
Value ($000) $593 Shares 27,957 Est. Cost $23.14 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $593 Shares 6,075 Est. Cost $47.69 Unrealized +100.3%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $582 Shares 8,128 Est. Cost $37.20 Unrealized +107.4%
SLRC SOLAR CAPITAL LTD 0.1%
Value ($000) $564 Shares 48,500 Est. Cost $6.77 Unrealized +46.7%
KNX KNIGHT SWIFT TRANSN HLDGS INC 0.1%
Value ($000) $561 Shares 17,100 Est. Cost $35.05 Unrealized -5.1%
EQR EQUITY RESIDENTIAL PROP SBI 0.1%
Value ($000) $555 Shares 9,000 Est. Cost $31.42 Unrealized +95.3%
GWW GRAINGER W W INC 0.1%
Value ($000) $541 Shares 2,179 Est. Cost $202.69 Unrealized +35.9%
FLS FLOWSERVE CORP 0.1%
Value ($000) $541 Shares 22,630 Est. Cost $41.01 Unrealized -13.7%
DOW DOW INC 0.1%
Value ($000) $538 Shares 18,377 Est. Cost $36.37 Unrealized -15.9%
ROP ROPER INDS INC NEW 0.1%
Value ($000) $536 Shares 1,720 Est. Cost $127.87 Unrealized +167.6%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $530 Shares 15,412 Est. Cost $26.84 Unrealized +34.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $529 Shares 13,675 Est. Cost $16.28 Unrealized +69.3%
HSIC SCHEIN HENRY INC 0.1%
Value ($000) $513 Shares 10,150 Est. Cost $60.69 Unrealized +4.5%
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $511 Shares 6,383 Est. Cost $35.08 Unrealized +118.2%
UHT UNIVERSAL HEALTH/REALTY SBI 0.1%
Value ($000) $507 Shares 5,030 Est. Cost $41.81 Unrealized
CERNER CORP 0.1%
Value ($000) $506 Shares 8,040 Est. Cost $48.02 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $505 Shares 10,098 Est. Cost $25.06 Unrealized +86.3%
DOV DOVER CORP 0.1%
Value ($000) $481 Shares 5,732 Est. Cost $44.66 Unrealized +118.9%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $457 Shares 5,185 Est. Cost $34.70 Unrealized +129.1%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $456 Shares 2,289 Est. Cost $78.28 Unrealized +151.7%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $455 Shares 5,850 Est. Cost $46.59 Unrealized +77.3%
HPQ HP INC 0.1%
Value ($000) $452 Shares 26,071 Est. Cost $9.12 Unrealized +80.8%
TJX TJX COS INC 0.1%
Value ($000) $448 Shares 9,370 Est. Cost $53.34 Unrealized 0.0%
FMCSX FIDELITY MID CAP STK FND 0.1%
Value ($000) $445 Shares 17,403 Est. Cost $34.60 Unrealized
ALLIANZGI GLOBAL WATER INST FU 0.1%
Value ($000) $422 Shares 30,489 Est. Cost $13.83 Unrealized
RNR RENAISSANCERE HLDGS LTD ORD 0.0%
Value ($000) $403 Shares 2,700 Est. Cost $88.61 Unrealized +100.8%
RSPD INVESCO SP500 EQL WGHT CONS D 0.0%
Value ($000) $389 Shares 5,800 Est. Cost $111.21 Unrealized
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $386 Shares 13,418 Est. Cost $30.99 Unrealized
FDCAX FIDELITY CAP APPRECIATION FD 0.0%
Value ($000) $385 Shares 13,639 Est. Cost $33.21 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $378 Shares 2,425 Est. Cost $100.41 Unrealized +75.6%
FEVAX FIRST EAGLE US VALUE FD CL A 0.0%
Value ($000) $366 Shares 25,925 Est. Cost $18.70 Unrealized
WMB WILLIAMS COS 0.0%
Value ($000) $364 Shares 25,776 Est. Cost $22.62 Unrealized -38.1%
FDX FEDEX CORP 0.0%
Value ($000) $358 Shares 2,956 Est. Cost $124.10 Unrealized +1.6%
FFFEX FIDELITY INSTL FREEDOM 2030 0.0%
Value ($000) $357 Shares 23,839 Est. Cost $17.21 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $354 Shares 3,732 Est. Cost $41.34 Unrealized +100.7%
NUE NUCOR CORP 0.0%
Value ($000) $351 Shares 9,744 Est. Cost $32.41 Unrealized +22.0%
BRISTOL MYERS SQUIBB CO RTS 0.0%
Value ($000) $351 Shares 92,409 Est. Cost $3.01 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $341 Shares 6,756 Est. Cost $51.53 Unrealized +54.2%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $340 Shares 4,064 Est. Cost $47.77 Unrealized +98.8%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $339 Shares 10,895 Est. Cost $37.43 Unrealized -23.9%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $336 Shares 3,749 Est. Cost $81.92 Unrealized +20.0%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $326 Shares 3,950 Est. Cost $93.73 Unrealized 0.0%
VGSTX VANGUARD STAR FUND 0.0%
Value ($000) $317 Shares 13,318 Est. Cost $22.51 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $311 Shares 45,000 Est. Cost $46.89 Unrealized -72.0%
SNA SNAP-ON INC 0.0%
Value ($000) $310 Shares 2,850 Est. Cost $66.83 Unrealized +89.2%
AMGN AMGEN INC 0.0%
Value ($000) $300 Shares 1,477 Est. Cost $78.77 Unrealized +131.3%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $300 Shares 6,650 Est. Cost $45.11 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $298 Shares 1,637 Est. Cost $128.50 Unrealized +64.1%
PRNHX T ROWE PRICE NEW HORIZON FUND 0.0%
Value ($000) $297 Shares 5,702 Est. Cost $44.03 Unrealized
OUTFRONT MEDIA INC 0.0%
Value ($000) $296 Shares 22,000 Est. Cost $29.91 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $294 Shares 12,489 Est. Cost $25.02 Unrealized +2.2%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $287 Shares 2,400 Est. Cost $75.72 Unrealized +52.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $285 Shares 1,237 Est. Cost $186.30 Unrealized +20.8%
FFTHX FIDELITY ABERDEEN STR TR FREED 0.0%
Value ($000) $280 Shares 22,962 Est. Cost $14.44 Unrealized
FASMX FIDELITY ASSET MANAGER 0.0%
Value ($000) $280 Shares 17,023 Est. Cost $17.08 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $278 Shares 1,207 Est. Cost $188.98 Unrealized +38.1%
LHX L3 HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $278 Shares 1,542 Est. Cost $180.55 Unrealized +0.8%
GIS GENERAL MILLS INC 0.0%
Value ($000) $270 Shares 5,114 Est. Cost $32.31 Unrealized +34.0%
D DOMINION RES INC VA 0.0%
Value ($000) $259 Shares 3,590 Est. Cost $48.36 Unrealized +30.5%
FXAIX FIDELITY 500 INDX FUND INST PR 0.0%
Value ($000) $254 Shares 2,821 Est. Cost $87.23 Unrealized
HPE HEWLETT PACKARD ENTERPRISE 0.0%
Value ($000) $251 Shares 25,871 Est. Cost $6.50 Unrealized +66.8%
SGENX FIRST EAGLE GLOBAL FD CL A 0.0%
Value ($000) $243 Shares 5,198 Est. Cost $51.29 Unrealized
SU SUNCOR ENERGY INC 0.0%
Value ($000) $240 Shares 15,223 Est. Cost $20.21 Unrealized +2.8%
BNY MELLON SM/MIDCAP MULTI STR 0.0%
Value ($000) $232 Shares 22,827 Est. Cost $13.93 Unrealized
EOG EOG RESOURCES INC. 0.0%
Value ($000) $231 Shares 6,423 Est. Cost $66.95 Unrealized -25.8%
SBUX STARBUCKS CORP 0.0%
Value ($000) $231 Shares 3,516 Est. Cost $68.71 Unrealized +3.3%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $223 Shares 695 Est. Cost $201.62 Unrealized +124.6%
FSEAX FIDELITY EMERGING ASIA FUND 0.0%
Value ($000) $223 Shares 5,599 Est. Cost $43.20 Unrealized
FMAGX FIDELITY MAGELLAN FUND 0.0%
Value ($000) $222 Shares 25,206 Est. Cost $18.77 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $221 Shares 4,150 Est. Cost $45.00 Unrealized +27.2%
TBGVX TWEEDY BROWNE GLOBAL VALUE FD 0.0%
Value ($000) $220 Shares 10,000 Est. Cost $27.52 Unrealized
IAT ISHARES US REGIONAL BANKS ETF 0.0%
Value ($000) $220 Shares 7,600 Est. Cost $39.85 Unrealized
PPL PPL CORP 0.0%
Value ($000) $220 Shares 8,900 Est. Cost $16.55 Unrealized +52.3%
RAYTHEON CO 0.0%
Value ($000) $218 Shares 1,664 Est. Cost $125.50 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $215 Shares 4,482 Est. Cost $53.00 Unrealized -16.5%
FBIFX FIDELITY FREEDOM INDEX 2040 IN 0.0%
Value ($000) $209 Shares 14,126 Est. Cost $19.04 Unrealized
FIREEYE INC 0.0%
Value ($000) $208 Shares 19,650 Est. Cost $24.67 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $204 Shares 8,632 Est. Cost $49.93 Unrealized -23.2%
ORI OLD REP INTL CORP 0.0%
Value ($000) $179 Shares 11,720 Est. Cost $6.75 Unrealized +86.9%
PEOPLES UNITED FIN'L 0.0%
Value ($000) $176 Shares 15,901 Est. Cost $14.91 Unrealized
FOCPX FIDELITY OTC PORTFOLIO 0.0%
Value ($000) $171 Shares 15,478 Est. Cost $12.09 Unrealized
ET ENERGY TRANSFER OPERATING LP 0.0%
Value ($000) $170 Shares 36,752 Est. Cost $23.49 Unrealized
FCX FREEPORT MCMORAN COP & GLD INC 0.0%
Value ($000) $128 Shares 19,009 Est. Cost $25.23 Unrealized -61.2%
MARATHON OIL CORP 0.0%
Value ($000) $100 Shares 30,136 Est. Cost $16.74 Unrealized
FDVLX FIDELITY VALUE FUND 0.0%
Value ($000) $95 Shares 13,668 Est. Cost $12.00 Unrealized
NEUROTROPE INC 0.0%
Value ($000) $90 Shares 109,375 Est. Cost $9.68 Unrealized
PAA PLAINS ALL AMER PIPELINE LP 0.0%
Value ($000) $84 Shares 16,000 Est. Cost $56.44 Unrealized
NRT NO EUROPEAN OIL ROYALTY UTS 0.0%
Value ($000) $74 Shares 27,999 Est. Cost $22.65 Unrealized
MARKER THERAPEUTICS INC 0.0%
Value ($000) $57 Shares 30,101 Est. Cost $5.55 Unrealized
AERPIO PHARMACEUTICALS INC 0.0%
Value ($000) $55 Shares 100,000 Est. Cost $4.75 Unrealized
EXICURE INC 0.0%
Value ($000) $25 Shares 16,667 Est. Cost $2.52 Unrealized
MATINAS BIOPHARMA HOLDINGS INC 0.0%
Value ($000) $11 Shares 17,500 Est. Cost $0.46 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 -9.0%
CANNABIS SCIENCE INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.06 Unrealized