NEVILLE RODIE & SHAW INC Diversified Active

CIK: 0000071210 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 15, 2020

Total Value ($000): $968,135 (100.0% shares, 0.0% debt)

Holdings (246)

AAPL APPLE INC 7.8%
Value ($000) $75,882 Shares 208,010 Est. Cost $18.32 Unrealized +310.0%
MSFT MICROSOFT CORP 4.4%
Value ($000) $42,740 Shares 210,011 Est. Cost $48.65 Unrealized +255.7%
PYPL PAYPAL HLDGS INC 4.1%
Value ($000) $39,906 Shares 229,044 Est. Cost $41.90 Unrealized +229.1%
TMO THERMO FISHER SCIENTIFIC INC 3.9%
Value ($000) $38,058 Shares 105,035 Est. Cost $85.59 Unrealized +285.9%
JNJ JOHNSON & JOHNSON 3.7%
Value ($000) $35,877 Shares 255,120 Est. Cost $62.84 Unrealized +97.7%
GOOGL ALPHABET CLASS A 2.5%
Value ($000) $24,084 Shares 16,984 Est. Cost $40.17 Unrealized +66.6%
V VISA INC 2.5%
Value ($000) $23,902 Shares 123,735 Est. Cost $75.86 Unrealized +131.4%
ZTS ZOETIS INC CL A 2.2%
Value ($000) $21,048 Shares 153,584 Est. Cost $55.51 Unrealized +124.2%
XOM EXXON MOBIL CORP 2.1%
Value ($000) $19,910 Shares 445,199 Est. Cost $53.69 Unrealized -35.2%
NEE NEXTERA ENERGY INC 2.0%
Value ($000) $19,779 Shares 82,354 Est. Cost $14.15 Unrealized +267.3%
MRK MERCK & COMPANY 2.0%
Value ($000) $19,699 Shares 254,741 Est. Cost $30.35 Unrealized +107.1%
DHR DANAHER CORP 1.9%
Value ($000) $18,156 Shares 102,673 Est. Cost $61.25 Unrealized +128.6%
AMZN AMAZON.COM INC 1.7%
Value ($000) $16,407 Shares 5,947 Est. Cost $87.58 Unrealized +37.9%
GOOG ALPHABET CLASS C 1.6%
Value ($000) $15,885 Shares 11,237 Est. Cost $35.61 Unrealized +88.1%
XLY CONS DISC SELECT SECTOR SPDR 1.6%
Value ($000) $15,399 Shares 120,579 Est. Cost $99.05 Unrealized
HD HOME DEPOT 1.5%
Value ($000) $14,390 Shares 57,442 Est. Cost $90.54 Unrealized +120.6%
DIS DISNEY (WALT) CO 1.4%
Value ($000) $13,506 Shares 121,112 Est. Cost $71.53 Unrealized +50.8%
META FACEBOOK INC CL A 1.4%
Value ($000) $13,503 Shares 59,467 Est. Cost $141.29 Unrealized +46.7%
JPM J P MORGAN CHASE & CO 1.4%
Value ($000) $13,339 Shares 141,813 Est. Cost $59.48 Unrealized +37.4%
NSC NORFOLK SOUTHERN CORP 1.4%
Value ($000) $13,119 Shares 74,725 Est. Cost $58.76 Unrealized +156.9%
ABBV ABBVIE INC 1.3%
Value ($000) $12,530 Shares 127,626 Est. Cost $46.10 Unrealized +52.9%
LAM RESEARCH CORP 1.3%
Value ($000) $12,167 Shares 37,615 Est. Cost $81.95 Unrealized
INTC INTEL CORP 1.3%
Value ($000) $12,136 Shares 202,844 Est. Cost $17.18 Unrealized +209.7%
BX BLACKSTONE GROUP INC 1.2%
Value ($000) $11,903 Shares 210,072 Est. Cost $40.83 Unrealized +6.5%
MCD MCDONALDS CORP 1.2%
Value ($000) $11,850 Shares 64,239 Est. Cost $72.62 Unrealized +121.7%
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $11,774 Shares 98,470 Est. Cost $56.88 Unrealized +78.5%
QCOM QUALCOMM INC 1.2%
Value ($000) $11,613 Shares 127,325 Est. Cost $71.89 Unrealized -1.3%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $10,418 Shares 35,323 Est. Cost $175.26 Unrealized +49.0%
BMY BRISTOL-MYERS SQUIBB CO 1.0%
Value ($000) $10,110 Shares 171,938 Est. Cost $39.02 Unrealized +22.8%
UNP UNION PACIFIC CORP 1.0%
Value ($000) $9,708 Shares 57,419 Est. Cost $75.81 Unrealized +86.6%
JACOBS ENGINEERING GROUP 1.0%
Value ($000) $9,688 Shares 114,243 Est. Cost $54.58 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B NEW 1.0%
Value ($000) $9,641 Shares 54,006 Est. Cost $156.00 Unrealized +17.1%
BXMT BLACKSTONE MTG TR INC CL A 1.0%
Value ($000) $9,579 Shares 397,626 Est. Cost $27.24 Unrealized
HON HONEYWELL INTERNATIONAL 1.0%
Value ($000) $9,357 Shares 64,712 Est. Cost $74.31 Unrealized +58.6%
ORCL ORACLE CORP 0.9%
Value ($000) $8,662 Shares 156,721 Est. Cost $39.06 Unrealized +25.4%
CRM SALESFORCE.COM INC 0.9%
Value ($000) $8,566 Shares 45,726 Est. Cost $105.89 Unrealized +57.2%
PEP PEPSICO INC 0.9%
Value ($000) $8,470 Shares 64,041 Est. Cost $59.45 Unrealized +86.3%
FCNTX FIDELITY CONTRAFUND 0.9%
Value ($000) $8,254 Shares 553,195 Est. Cost $20.68 Unrealized
BP BP P L C 0.9%
Value ($000) $8,231 Shares 352,949 Est. Cost $42.08 Unrealized
IBB ISHARES NASDQ BIOTECH INDEX FN 0.8%
Value ($000) $8,087 Shares 59,161 Est. Cost $136.44 Unrealized
PWR QUANTA SERVICES INC 0.8%
Value ($000) $7,934 Shares 202,245 Est. Cost $31.64 Unrealized +11.4%
VZ VERIZON COMMUNICATIONS 0.8%
Value ($000) $7,911 Shares 143,502 Est. Cost $33.41 Unrealized +22.0%
CVS CVS HEALTH CORP 0.8%
Value ($000) $7,637 Shares 117,545 Est. Cost $47.30 Unrealized +11.2%
COST COSTCO WHOLESALE CORP 0.8%
Value ($000) $7,365 Shares 24,290 Est. Cost $109.15 Unrealized +155.8%
CVX CHEVRON CORP 0.7%
Value ($000) $6,980 Shares 78,229 Est. Cost $72.58 Unrealized -3.8%
EMR EMERSON ELECTRIC CO 0.7%
Value ($000) $6,730 Shares 108,500 Est. Cost $45.67 Unrealized +10.1%
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $6,318 Shares 66,367 Est. Cost $63.56 Unrealized +34.7%
NSRGY NESTLE SPONSORED ADR 0.6%
Value ($000) $6,237 Shares 56,424 Est. Cost $66.03 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.6%
Value ($000) $6,035 Shares 164,545 Est. Cost $24.11 Unrealized
IBM INTL BUSINESS MACHINES 0.6%
Value ($000) $5,397 Shares 44,687 Est. Cost $118.20 Unrealized -22.7%
ADP AUTOMATIC DATA PROCESSING 0.6%
Value ($000) $5,331 Shares 35,807 Est. Cost $54.37 Unrealized +133.5%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.5%
Value ($000) $5,296 Shares 85,943 Est. Cost $54.61 Unrealized 0.0%
ABT ABBOTT LABS 0.5%
Value ($000) $5,240 Shares 57,306 Est. Cost $29.48 Unrealized +178.0%
PFE PFIZER INC 0.5%
Value ($000) $5,094 Shares 155,790 Est. Cost $16.95 Unrealized +53.3%
ES EVERSOURCE ENERGY COM 0.5%
Value ($000) $4,896 Shares 58,801 Est. Cost $36.43 Unrealized +84.5%
NKE NIKE INC 0.5%
Value ($000) $4,510 Shares 46,000 Est. Cost $54.53 Unrealized +56.7%
SPGI S&P GLOBAL INC 0.4%
Value ($000) $3,862 Shares 11,722 Est. Cost $96.34 Unrealized +197.9%
VGT VANGUARD INFO TECH ETF 0.4%
Value ($000) $3,514 Shares 12,607 Est. Cost $173.62 Unrealized
LINDE PLC 0.4%
Value ($000) $3,462 Shares 16,322 Est. Cost $159.41 Unrealized
MMM 3M COMPANY 0.4%
Value ($000) $3,441 Shares 22,059 Est. Cost $61.26 Unrealized +67.2%
T AT&T INC (NEW) 0.3%
Value ($000) $3,382 Shares 111,906 Est. Cost $12.55 Unrealized +23.4%
MKL MARKEL CORP HOLDING CO 0.3%
Value ($000) $3,298 Shares 3,572 Est. Cost $523.59 Unrealized +73.6%
BA BOEING CO 0.3%
Value ($000) $3,095 Shares 16,883 Est. Cost $134.90 Unrealized +13.9%
EPD ENTERPRISE PRODS PARTNERS 0.3%
Value ($000) $2,938 Shares 161,650 Est. Cost $45.71 Unrealized
KO COCA-COLA CO 0.3%
Value ($000) $2,897 Shares 64,830 Est. Cost $27.99 Unrealized +38.3%
GBDC GOLUB CAPITAL BDC INC 0.3%
Value ($000) $2,873 Shares 246,644 Est. Cost $6.08 Unrealized +5.8%
BAX BAXTER INTERNATIONAL 0.3%
Value ($000) $2,865 Shares 33,280 Est. Cost $32.72 Unrealized +137.3%
AME AMETEK INC 0.3%
Value ($000) $2,829 Shares 31,660 Est. Cost $41.48 Unrealized +94.8%
VFIAX VANGUARD 500 INDEX FUND ADM 0.3%
Value ($000) $2,827 Shares 9,881 Est. Cost $201.13 Unrealized
HTLD HEARTLAND EXPRESS 0.3%
Value ($000) $2,701 Shares 129,711 Est. Cost $13.77 Unrealized +45.8%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.3%
Value ($000) $2,673 Shares 10 Est. Cost $173021.84 Unrealized +58.4%
WAB WABTEC CORP 0.3%
Value ($000) $2,653 Shares 46,089 Est. Cost $71.37 Unrealized -23.2%
CAT CATERPILLAR INC 0.3%
Value ($000) $2,551 Shares 20,168 Est. Cost $64.37 Unrealized +65.0%
GLW CORNING INC 0.3%
Value ($000) $2,463 Shares 95,121 Est. Cost $10.49 Unrealized +85.0%
HUBB HUBBELL INC 0.2%
Value ($000) $2,376 Shares 18,955 Est. Cost $76.44 Unrealized +44.2%
RIO RIO TINTO PLC ADR SPONSORED 0.2%
Value ($000) $2,303 Shares 41,000 Est. Cost $45.31 Unrealized
TFC TRUIST FINANCIAL CORPORATION 0.2%
Value ($000) $2,270 Shares 60,443 Est. Cost $40.89 Unrealized -32.2%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $2,210 Shares 15,635 Est. Cost $65.05 Unrealized +73.3%
EW EDWARDS LIFESCIENCES 0.2%
Value ($000) $2,197 Shares 31,800 Est. Cost $54.34 Unrealized +30.8%
ACCELERON PHARMA INC 0.2%
Value ($000) $2,188 Shares 22,964 Est. Cost $48.53 Unrealized
FBIOX FIDELITY SELECT BIOTECH FUND 0.2%
Value ($000) $2,155 Shares 90,451 Est. Cost $23.83 Unrealized
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $2,052 Shares 16,160 Est. Cost $27.62 Unrealized +260.4%
CB CHUBB LIMITED COM 0.2%
Value ($000) $1,995 Shares 15,752 Est. Cost $112.85 Unrealized -5.9%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,955 Shares 25,403 Est. Cost $43.09 Unrealized +42.6%
RSPT INV S&P500 EQ WGHT TECH ETF 0.2%
Value ($000) $1,922 Shares 9,655 Est. Cost $168.32 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,865 Shares 20,344 Est. Cost $60.10 Unrealized +36.1%
DUK DUKE ENERGY CORPORATION COM NE 0.2%
Value ($000) $1,863 Shares 23,316 Est. Cost $50.64 Unrealized +33.5%
BIMBX BLACKROCK SYSTEMATIC MULTI STR 0.2%
Value ($000) $1,842 Shares 179,365 Est. Cost $10.27 Unrealized
NEM NEWMONT MINING CORP 0.2%
Value ($000) $1,836 Shares 29,743 Est. Cost $25.59 Unrealized +94.9%
PSX PHILLIPS 66 0.2%
Value ($000) $1,828 Shares 25,434 Est. Cost $53.23 Unrealized +5.6%
TGT TARGET CORP 0.2%
Value ($000) $1,754 Shares 14,625 Est. Cost $48.43 Unrealized +102.7%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $1,685 Shares 70,934 Est. Cost $18.16 Unrealized +13.2%
UPS UNITED PARCEL SERVICE CLASS B 0.2%
Value ($000) $1,661 Shares 14,937 Est. Cost $55.72 Unrealized +43.1%
FFTWX FIDELITY FREEDOM 2025 FUND 0.2%
Value ($000) $1,626 Shares 118,965 Est. Cost $13.19 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.2%
Value ($000) $1,559 Shares 40,335 Est. Cost $26.12 Unrealized +19.0%
COP CONOCO PHILLIPS 0.2%
Value ($000) $1,521 Shares 36,184 Est. Cost $44.78 Unrealized -26.5%
MKC MCCORMICK & CO 0.2%
Value ($000) $1,489 Shares 8,300 Est. Cost $39.78 Unrealized +84.7%
MONMOUTH REAL ESTATE INVT CORP 0.1%
Value ($000) $1,420 Shares 98,000 Est. Cost $9.72 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $1,388 Shares 29,757 Est. Cost $30.15 Unrealized +22.7%
CSX CSX CORP 0.1%
Value ($000) $1,363 Shares 19,538 Est. Cost $8.81 Unrealized +132.7%
CFR CULLEN FROST BANKERS INC 0.1%
Value ($000) $1,333 Shares 17,849 Est. Cost $47.33 Unrealized +24.2%
CI CIGNA CORP NEW 0.1%
Value ($000) $1,265 Shares 6,738 Est. Cost $190.77 Unrealized -9.0%
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $1,256 Shares 22,089 Est. Cost $47.48 Unrealized 0.0%
WFC WELLS FARGO 0.1%
Value ($000) $1,218 Shares 47,592 Est. Cost $27.44 Unrealized -12.6%
VSMAX VANGUARD SMALL CAP INDEX ADM F 0.1%
Value ($000) $1,211 Shares 17,328 Est. Cost $59.03 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $1,201 Shares 11,422 Est. Cost $48.08 Unrealized +78.8%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $1,190 Shares 22,401 Est. Cost $27.24 Unrealized -36.0%
USB U S BANCORP 0.1%
Value ($000) $1,074 Shares 29,159 Est. Cost $22.41 Unrealized +24.3%
SWPPX SCHWAB S&P 500 INDEX SELECT FD 0.1%
Value ($000) $1,066 Shares 22,269 Est. Cost $28.23 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $1,063 Shares 15,708 Est. Cost $30.87 Unrealized +23.4%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $1,041 Shares 46,822 Est. Cost $17.13 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,013 Shares 13,836 Est. Cost $44.80 Unrealized +39.2%
MOG/A MOOG INC CLASS A 0.1%
Value ($000) $1,004 Shares 18,956 Est. Cost $45.11 Unrealized +7.7%
WMT WAL-MART STORES INC 0.1%
Value ($000) $989 Shares 8,259 Est. Cost $20.16 Unrealized +88.8%
GENL AMERICAN INVESTORS INC 0.1%
Value ($000) $986 Shares 30,975 Est. Cost $32.53 Unrealized
CNI CANADIAN NATL RAILWAY CO 0.1%
Value ($000) $960 Shares 10,842 Est. Cost $48.29 Unrealized +54.9%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $916 Shares 8,530 Est. Cost $43.53 Unrealized +113.7%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $873 Shares 4,100 Est. Cost $71.73 Unrealized +144.7%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $869 Shares 4,400 Est. Cost $195.78 Unrealized -16.1%
NVS NOVARTIS AG SPON ADR 0.1%
Value ($000) $867 Shares 9,932 Est. Cost $94.09 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $843 Shares 27,735 Est. Cost $24.26 Unrealized -13.1%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $812 Shares 4,642 Est. Cost $49.85 Unrealized +186.7%
SLRC SOLAR CAPITAL LTD 0.1%
Value ($000) $776 Shares 48,500 Est. Cost $6.77 Unrealized +26.9%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $763 Shares 41,492 Est. Cost $53.60 Unrealized -71.1%
PM PHILIP MORRIS INTL 0.1%
Value ($000) $752 Shares 10,730 Est. Cost $50.06 Unrealized +9.4%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $750 Shares 6,075 Est. Cost $47.69 Unrealized +88.4%
GENERAL ELECTRIC CO 0.1%
Value ($000) $740 Shares 108,365 Est. Cost $23.19 Unrealized
VTWNX VANGUARD TGT RETIREMENT 2020 F 0.1%
Value ($000) $731 Shares 22,609 Est. Cost $32.33 Unrealized
ACAD ACADIA PHARMACEUTICALS INC 0.1%
Value ($000) $727 Shares 15,000 Est. Cost $17.83 Unrealized +169.2%
BKU BANKUNITED INC 0.1%
Value ($000) $718 Shares 35,465 Est. Cost $23.16 Unrealized -33.2%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $718 Shares 8,128 Est. Cost $37.20 Unrealized +112.1%
KNX KNIGHT SWIFT TRANSN HLDGS INC 0.1%
Value ($000) $713 Shares 17,100 Est. Cost $35.05 Unrealized +2.5%
ZBH ZIMMER HOLDINGS 0.1%
Value ($000) $707 Shares 5,924 Est. Cost $72.60 Unrealized +51.6%
WY WEYERHAEUSER CO 0.1%
Value ($000) $687 Shares 30,600 Est. Cost $20.38 Unrealized -19.3%
CENTRAL SECURITIES CORP 0.1%
Value ($000) $678 Shares 23,500 Est. Cost $29.51 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $669 Shares 2,129 Est. Cost $202.69 Unrealized +33.5%
ROP ROPER INDS INC NEW 0.1%
Value ($000) $667 Shares 1,720 Est. Cost $127.87 Unrealized +171.0%
FIDELITY INDEPENDNCE FD 0.1%
Value ($000) $661 Shares 16,879 Est. Cost $35.38 Unrealized
FBALX FIDELITY BALANCED FUND 0.1%
Value ($000) $656 Shares 26,298 Est. Cost $23.14 Unrealized
DOW DOW INC 0.1%
Value ($000) $632 Shares 15,492 Est. Cost $36.37 Unrealized -26.2%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $601 Shares 15,412 Est. Cost $26.84 Unrealized +22.1%
ROYAL DUTCH SHELL PLC SPON ADR 0.1%
Value ($000) $595 Shares 19,562 Est. Cost $65.25 Unrealized
FLS FLOWSERVE CORP 0.1%
Value ($000) $566 Shares 19,830 Est. Cost $41.01 Unrealized -42.4%
DOV DOVER CORP 0.1%
Value ($000) $554 Shares 5,732 Est. Cost $44.66 Unrealized +91.6%
CERNER CORP 0.1%
Value ($000) $551 Shares 8,040 Est. Cost $48.02 Unrealized
HSIC SCHEIN HENRY INC 0.1%
Value ($000) $546 Shares 9,350 Est. Cost $60.69 Unrealized -7.9%
ITA ISHARES US AEROSPACE & DEF ETF 0.1%
Value ($000) $543 Shares 3,295 Est. Cost $187.25 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $534 Shares 2,214 Est. Cost $78.28 Unrealized +153.8%
EQR EQUITY RESIDENTIAL PROP SBI 0.1%
Value ($000) $529 Shares 9,000 Est. Cost $31.42 Unrealized +58.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $519 Shares 13,225 Est. Cost $16.28 Unrealized +53.3%
RSPD INVESCO S&P500 EQL WGHT CONS D 0.1%
Value ($000) $515 Shares 5,800 Est. Cost $111.21 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $511 Shares 5,850 Est. Cost $46.59 Unrealized +60.5%
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $508 Shares 6,383 Est. Cost $35.08 Unrealized +89.9%
DE DEERE & CO 0.1%
Value ($000) $507 Shares 3,225 Est. Cost $68.07 Unrealized +97.2%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $501 Shares 9,798 Est. Cost $25.06 Unrealized +77.8%
ECL ECOLAB INC 0.1%
Value ($000) $491 Shares 2,465 Est. Cost $101.74 Unrealized +79.0%
WMB WILLIAMS COS 0.1%
Value ($000) $491 Shares 25,776 Est. Cost $22.62 Unrealized -39.0%
ALLIANZGI GLOBAL WATER INST FU 0.0%
Value ($000) $479 Shares 30,489 Est. Cost $13.83 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $477 Shares 42,000 Est. Cost $46.89 Unrealized -82.1%
RNR RENAISSANCERE HLDGS LTD ORD 0.0%
Value ($000) $462 Shares 2,700 Est. Cost $88.61 Unrealized +85.2%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $460 Shares 3,749 Est. Cost $81.92 Unrealized +21.3%
HPQ HP INC 0.0%
Value ($000) $455 Shares 26,071 Est. Cost $9.12 Unrealized +43.4%
TD TORONTO DOMINION BANK 0.0%
Value ($000) $449 Shares 10,067 Est. Cost $40.89 Unrealized +4.1%
FMCSX FIDELITY MID CAP STK FND 0.0%
Value ($000) $447 Shares 14,802 Est. Cost $34.60 Unrealized
FDCAX FIDELITY CAP APPRECIATION FD 0.0%
Value ($000) $446 Shares 12,413 Est. Cost $33.21 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $434 Shares 1,850 Est. Cost $198.31 Unrealized 0.0%
FEVAX FIRST EAGLE US VALUE FD CL A 0.0%
Value ($000) $419 Shares 25,925 Est. Cost $18.70 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $419 Shares 4,785 Est. Cost $34.70 Unrealized +116.4%
FFFEX FIDELITY INSTL FREEDOM 2030 0.0%
Value ($000) $412 Shares 24,524 Est. Cost $17.20 Unrealized
PRNHX T ROWE PRICE NEW HORIZON FUND 0.0%
Value ($000) $408 Shares 5,702 Est. Cost $44.03 Unrealized
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $405 Shares 13,418 Est. Cost $30.99 Unrealized
UHT UNIVERSAL HEALTH/REALTY SBI 0.0%
Value ($000) $400 Shares 5,030 Est. Cost $41.81 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $399 Shares 3,964 Est. Cost $47.77 Unrealized +105.5%
NUE NUCOR CORP 0.0%
Value ($000) $399 Shares 9,644 Est. Cost $32.41 Unrealized +12.4%
SNA SNAP-ON INC 0.0%
Value ($000) $395 Shares 2,850 Est. Cost $66.83 Unrealized +64.1%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $383 Shares 10,895 Est. Cost $37.43 Unrealized -33.7%
DTE DTE ENERGY CO 0.0%
Value ($000) $376 Shares 3,500 Est. Cost $41.34 Unrealized +77.0%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $371 Shares 6,580 Est. Cost $45.11 Unrealized
VGSTX VANGUARD STAR FUND 0.0%
Value ($000) $367 Shares 13,318 Est. Cost $22.51 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $359 Shares 5,731 Est. Cost $51.53 Unrealized +9.9%
INTU INTUIT INC 0.0%
Value ($000) $358 Shares 1,207 Est. Cost $188.98 Unrealized +40.2%
AMGN AMGEN INC 0.0%
Value ($000) $349 Shares 1,477 Est. Cost $78.77 Unrealized +143.3%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $334 Shares 3,750 Est. Cost $93.73 Unrealized -13.9%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $321 Shares 4,675 Est. Cost $69.30 Unrealized
FASMX FIDELITY ASSET MANAGER 0.0%
Value ($000) $318 Shares 17,068 Est. Cost $17.08 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $317 Shares 2,830 Est. Cost $112.01 Unrealized
BRISTOL MYERS SQUIBB CO RTS 0.0%
Value ($000) $317 Shares 88,509 Est. Cost $3.01 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $309 Shares 2,400 Est. Cost $75.72 Unrealized +47.8%
GIS GENERAL MILLS INC 0.0%
Value ($000) $307 Shares 4,982 Est. Cost $32.31 Unrealized +54.4%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $307 Shares 695 Est. Cost $201.62 Unrealized +56.0%
FXAIX FIDELITY 500 INDX FUND INST PR 0.0%
Value ($000) $304 Shares 2,821 Est. Cost $87.23 Unrealized
BNY MELLON SM/MIDCAP MULTI STR 0.0%
Value ($000) $303 Shares 22,827 Est. Cost $13.93 Unrealized
FSEAX FIDELITY EMERGING ASIA FUND 0.0%
Value ($000) $297 Shares 5,599 Est. Cost $43.20 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $296 Shares 11,037 Est. Cost $25.02 Unrealized -2.7%
WAT WATERS CORP 0.0%
Value ($000) $295 Shares 1,637 Est. Cost $128.50 Unrealized +47.1%
FDX FEDEX CORP 0.0%
Value ($000) $287 Shares 2,045 Est. Cost $124.10 Unrealized -8.8%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $285 Shares 7,632 Est. Cost $49.93 Unrealized -45.6%
SGENX FIRST EAGLE GLOBAL FD CL A 0.0%
Value ($000) $278 Shares 5,198 Est. Cost $51.29 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $278 Shares 3,772 Est. Cost $68.55 Unrealized -3.2%
D DOMINION RES INC VA 0.0%
Value ($000) $275 Shares 3,390 Est. Cost $48.36 Unrealized +29.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $272 Shares 1,136 Est. Cost $186.30 Unrealized +18.3%
EOG EOG RESOURCES INC. 0.0%
Value ($000) $269 Shares 5,320 Est. Cost $66.95 Unrealized -44.2%
OKE ONEOK INC 0.0%
Value ($000) $266 Shares 8,000 Est. Cost $22.69 Unrealized 0.0%
STT STATE STREET CORP 0.0%
Value ($000) $264 Shares 4,150 Est. Cost $45.00 Unrealized +11.6%
LHX L3 HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $262 Shares 1,542 Est. Cost $180.55 Unrealized -7.1%
ET ENERGY TRANSFER OPERATING LP 0.0%
Value ($000) $261 Shares 36,752 Est. Cost $23.49 Unrealized
SAM BOSTON BEER INC 0.0%
Value ($000) $255 Shares 475 Est. Cost $484.26 Unrealized 0.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $252 Shares 800 Est. Cost $24.52 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE 0.0%
Value ($000) $252 Shares 25,871 Est. Cost $6.50 Unrealized +26.5%
FMAGX FIDELITY MAGELLAN FUND 0.0%
Value ($000) $246 Shares 22,521 Est. Cost $18.77 Unrealized
TBGVX TWEEDY BROWNE GLOBAL VALUE FD 0.0%
Value ($000) $242 Shares 10,000 Est. Cost $27.52 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $241 Shares 1,786 Est. Cost $103.31 Unrealized 0.0%
FIREEYE INC 0.0%
Value ($000) $239 Shares 19,650 Est. Cost $24.67 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $234 Shares 4,482 Est. Cost $53.00 Unrealized -16.2%
IAT ISHARES US REGIONAL BANKS ETF 0.0%
Value ($000) $232 Shares 6,850 Est. Cost $39.85 Unrealized
PPL PPL CORP 0.0%
Value ($000) $230 Shares 8,900 Est. Cost $16.55 Unrealized +24.7%
NPRTX NEUBERGER BERMAN L/C VAL FND 0.0%
Value ($000) $229 Shares 8,060 Est. Cost $28.41 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $225 Shares 2,920 Est. Cost $68.10 Unrealized 0.0%
HESS CORP 0.0%
Value ($000) $221 Shares 4,275 Est. Cost $51.70 Unrealized
FCX FREEPORT MCMORAN COP & GLD INC 0.0%
Value ($000) $220 Shares 19,009 Est. Cost $25.23 Unrealized -66.0%
SU SUNCOR ENERGY INC 0.0%
Value ($000) $219 Shares 13,023 Est. Cost $20.21 Unrealized -32.1%
BLACKROCK INC 0.0%
Value ($000) $218 Shares 400 Est. Cost $545.00 Unrealized
FGRIX FIDELITY GROWTH & INCOME FUND 0.0%
Value ($000) $217 Shares 5,827 Est. Cost $37.24 Unrealized
OUTFRONT MEDIA INC 0.0%
Value ($000) $213 Shares 15,000 Est. Cost $29.91 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $212 Shares 1,100 Est. Cost $178.56 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISES GROUP 0.0%
Value ($000) $211 Shares 4,284 Est. Cost $41.12 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $211 Shares 1,850 Est. Cost $93.55 Unrealized 0.0%
BANK OF AMERICA CORP PFD K 6.4 0.0%
Value ($000) $207 Shares 8,000 Est. Cost $25.88 Unrealized
0NMK VESTAS WIND SYSTEMS A/S 0.0%
Value ($000) $205 Shares 2,000 Est. Cost $102.50 Unrealized
FSPSX FIDELITY INTL IDX INST PREM FN 0.0%
Value ($000) $205 Shares 5,349 Est. Cost $38.32 Unrealized
TCEHY TENCENT HOLDINGS LTD-UNS ADR 0.0%
Value ($000) $202 Shares 3,145 Est. Cost $64.23 Unrealized
ORI OLD REP INTL CORP 0.0%
Value ($000) $191 Shares 11,720 Est. Cost $6.75 Unrealized +45.3%
MARATHON OIL CORP 0.0%
Value ($000) $184 Shares 30,136 Est. Cost $16.74 Unrealized
PEOPLES UNITED FIN'L 0.0%
Value ($000) $162 Shares 14,012 Est. Cost $14.91 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $145 Shares 10,660 Est. Cost $12.59 Unrealized 0.0%
PAA PLAINS ALL AMER PIPELINE LP 0.0%
Value ($000) $141 Shares 16,000 Est. Cost $56.44 Unrealized
NEUROTROPE INC 0.0%
Value ($000) $127 Shares 109,375 Est. Cost $9.68 Unrealized
AERPIO PHARMACEUTICALS INC 0.0%
Value ($000) $125 Shares 100,000 Est. Cost $4.75 Unrealized
FDVLX FIDELITY VALUE FUND 0.0%
Value ($000) $119 Shares 13,668 Est. Cost $12.00 Unrealized
NRT NO EUROPEAN OIL ROYALTY UTS 0.0%
Value ($000) $88 Shares 27,999 Est. Cost $22.65 Unrealized
MARKER THERAPEUTICS INC 0.0%
Value ($000) $62 Shares 30,101 Est. Cost $5.55 Unrealized
EXICURE INC 0.0%
Value ($000) $41 Shares 16,667 Est. Cost $2.52 Unrealized
MATINAS BIOPHARMA HOLDINGS INC 0.0%
Value ($000) $14 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 -36.1%