MONTAG A & ASSOCIATES INC Diversified Active

CIK: 0000829407 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 7, 2018

Total Value ($000): $971,393 (100.0% shares, 0.0% debt)

Holdings (280)

SPY SPDR S&P 500 ETF TR TR UNIT 7.7%
Value ($000) $75,282 Shares 286,079 Est. Cost $212.01 Unrealized
IVV ISHARES TR CORE S&P500 ETF 5.8%
Value ($000) $56,350 Shares 212,344 Est. Cost $207.84 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTS 5.1%
Value ($000) $49,326 Shares 144,343 Est. Cost $229.17 Unrealized
KO COCA COLA CO COM 3.4%
Value ($000) $33,508 Shares 771,539 Est. Cost $30.00 Unrealized +16.9%
CSCO CISCO SYS INC COM 1.4%
Value ($000) $13,559 Shares 316,123 Est. Cost $23.07 Unrealized +45.0%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $13,432 Shares 104,817 Est. Cost $65.26 Unrealized +66.0%
AAPL APPLE INC COM 1.4%
Value ($000) $13,388 Shares 79,797 Est. Cost $21.94 Unrealized +84.2%
HD HOME DEPOT INC 1.4%
Value ($000) $13,301 Shares 74,622 Est. Cost $61.73 Unrealized +150.6%
MSFT MICROSOFT CORP COM 1.3%
Value ($000) $12,728 Shares 139,452 Est. Cost $49.15 Unrealized +71.5%
WMT WAL-MART STORES INC COM 1.3%
Value ($000) $12,697 Shares 142,709 Est. Cost $22.05 Unrealized +28.5%
GOOG ALPHABET INC CAP STK CL C 1.3%
Value ($000) $12,236 Shares 11,859 Est. Cost $36.13 Unrealized +51.7%
ORCL ORACLE CORP 1.2%
Value ($000) $12,031 Shares 262,980 Est. Cost $42.76 Unrealized +3.5%
JPM JPMORGAN CHASE & CO COM 1.1%
Value ($000) $10,603 Shares 96,419 Est. Cost $47.11 Unrealized +94.1%
SUNTRUST BKS INC 1.1%
Value ($000) $10,469 Shares 153,861 Est. Cost $38.94 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 1.1%
Value ($000) $10,442 Shares 52,345 Est. Cost $159.82 Unrealized +28.5%
VIG VANGUARD DIVIDEND APPRECIATION 1.0%
Value ($000) $10,188 Shares 100,825 Est. Cost $70.98 Unrealized
GUGGENHEIM S&P 500 EQUAL WEIGH 1.0%
Value ($000) $9,902 Shares 99,541 Est. Cost $99.48 Unrealized
MRK MERCK & CO INC COM 1.0%
Value ($000) $9,881 Shares 181,394 Est. Cost $38.40 Unrealized +10.0%
BA BOEING CO COM 1.0%
Value ($000) $9,788 Shares 29,851 Est. Cost $114.16 Unrealized +182.8%
IWB ISHARES RUSSELL 1000 INDEX 1.0%
Value ($000) $9,766 Shares 66,500 Est. Cost $89.93 Unrealized
EFX EQUIFAX INC 1.0%
Value ($000) $9,555 Shares 81,109 Est. Cost $53.66 Unrealized +108.5%
ADBE ADOBE SYS INC COM 0.9%
Value ($000) $9,179 Shares 42,481 Est. Cost $52.44 Unrealized +287.7%
VO VANGUARD MID CAP ETF 0.9%
Value ($000) $9,141 Shares 59,276 Est. Cost $101.71 Unrealized
FISV FISERV INC 0.9%
Value ($000) $9,067 Shares 127,152 Est. Cost $47.33 Unrealized +48.6%
MAR MARRIOTT INTL INC NEW CL A 0.9%
Value ($000) $8,975 Shares 66,003 Est. Cost $37.16 Unrealized +253.2%
FE FIRSTENERGY CORP COM 0.9%
Value ($000) $8,915 Shares 262,118 Est. Cost $23.30 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR SBI INT- 0.9%
Value ($000) $8,903 Shares 322,927 Est. Cost $21.37 Unrealized
V VISA INC - CLASS A 0.9%
Value ($000) $8,790 Shares 73,482 Est. Cost $86.19 Unrealized +33.2%
SPECTRUM BRANDS HLDGS INC COM 0.9%
Value ($000) $8,743 Shares 84,313 Est. Cost $115.90 Unrealized
XOM EXXON MOBIL CORP COM 0.8%
Value ($000) $7,972 Shares 106,851 Est. Cost $56.30 Unrealized -1.0%
CVX CHEVRON TEXACO CORP 0.8%
Value ($000) $7,574 Shares 66,414 Est. Cost $69.09 Unrealized +23.1%
BANC BANC OF CALIFORNIA INC COM 0.8%
Value ($000) $7,568 Shares 392,117 Est. Cost $15.21 Unrealized +11.5%
DY DYCOM INDUSTRIES INC 0.7%
Value ($000) $7,202 Shares 66,914 Est. Cost $95.05 Unrealized +19.4%
PEP PEPSICO INC COM 0.7%
Value ($000) $7,028 Shares 64,391 Est. Cost $62.81 Unrealized +42.1%
MKL MARKEL CORP 0.7%
Value ($000) $6,951 Shares 5,940 Est. Cost $574.92 Unrealized +95.8%
VEA VANGUARD FTSE DEVELOPED MARKET 0.7%
Value ($000) $6,814 Shares 153,991 Est. Cost $39.68 Unrealized
DISCOVERY COMMUNICATNS NEW COM 0.7%
Value ($000) $6,778 Shares 316,286 Est. Cost $22.12 Unrealized
PFE PFIZER INC COM 0.7%
Value ($000) $6,731 Shares 189,670 Est. Cost $16.98 Unrealized +42.7%
ABBVIE INC. 0.7%
Value ($000) $6,685 Shares 70,625 Est. Cost $43.87 Unrealized
BAC BANK AMER CORP COM 0.6%
Value ($000) $6,162 Shares 205,462 Est. Cost $14.73 Unrealized +77.0%
VWO VANGUARD INTL EQUITY INDEX FD 0.6%
Value ($000) $6,003 Shares 127,781 Est. Cost $44.27 Unrealized
LKQ LKQ CORP 0.6%
Value ($000) $5,903 Shares 155,550 Est. Cost $23.83 Unrealized +53.0%
VMC VULCAN MATLS CO 0.6%
Value ($000) $5,719 Shares 50,090 Est. Cost $69.31 Unrealized +69.5%
IBM INTERNATIONAL BUSINESS MACHS C 0.6%
Value ($000) $5,646 Shares 36,798 Est. Cost $116.67 Unrealized -8.0%
ROYAL DUTCH SHELL PLC 0.6%
Value ($000) $5,503 Shares 86,245 Est. Cost $58.77 Unrealized
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $5,445 Shares 68,677 Est. Cost $57.58 Unrealized +17.9%
INTC INTEL CORP 0.6%
Value ($000) $5,401 Shares 103,699 Est. Cost $34.31 Unrealized +16.8%
IVW ISHARES TR S&P500 GRW 0.6%
Value ($000) $5,395 Shares 34,789 Est. Cost $155.08 Unrealized
FTV FORTIVE CORPORATION 0.5%
Value ($000) $5,341 Shares 68,900 Est. Cost $35.83 Unrealized +28.6%
AMZN AMAZON COM INC 0.5%
Value ($000) $5,294 Shares 3,658 Est. Cost $18.31 Unrealized +290.5%
WALGREENS BOOTS ALLIANCE, INC. 0.5%
Value ($000) $5,158 Shares 78,781 Est. Cost $76.20 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.5%
Value ($000) $5,126 Shares 99,478 Est. Cost $29.81 Unrealized
URI UNITED RENTALS INC. 0.5%
Value ($000) $4,778 Shares 27,664 Est. Cost $83.40 Unrealized +106.2%
MAS MASCO CORP COM 0.5%
Value ($000) $4,769 Shares 117,931 Est. Cost $17.85 Unrealized +112.5%
BWA BORGWARNER INC COM 0.5%
Value ($000) $4,636 Shares 92,300 Est. Cost $33.00 Unrealized +24.4%
ELV ANTHEM INC 0.5%
Value ($000) $4,597 Shares 20,924 Est. Cost $194.49 Unrealized +8.9%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $4,499 Shares 21,024 Est. Cost $91.48 Unrealized +119.9%
COP CONOCOPHILIPS 0.5%
Value ($000) $4,403 Shares 74,267 Est. Cost $32.88 Unrealized +33.1%
KRE KBW REGIONAL BANKING ETF 0.5%
Value ($000) $4,402 Shares 72,901 Est. Cost $38.73 Unrealized
NSRGY NESTLE S A - ADR REG SHS 0.5%
Value ($000) $4,374 Shares 55,392 Est. Cost $65.89 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $4,344 Shares 4,188 Est. Cost $40.03 Unrealized +37.5%
WM WASTE MGMT INC DEL COM 0.4%
Value ($000) $4,280 Shares 50,880 Est. Cost $74.90 Unrealized 0.0%
DIA SPDR DJIA TRUST 0.4%
Value ($000) $4,269 Shares 17,685 Est. Cost $186.62 Unrealized
GPC GENUINE PARTS CO 0.4%
Value ($000) $4,219 Shares 46,963 Est. Cost $58.02 Unrealized +32.4%
AIG AMERICAN INTL GROUP 0.4%
Value ($000) $4,183 Shares 76,864 Est. Cost $36.37 Unrealized +32.2%
CPRT COPART INC 0.4%
Value ($000) $4,089 Shares 80,285 Est. Cost $7.00 Unrealized +65.3%
DAL DELTA AIR LINES INC DEL COM NE 0.4%
Value ($000) $4,050 Shares 73,883 Est. Cost $48.05 Unrealized +5.6%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $4,024 Shares 11,909 Est. Cost $73.52 Unrealized +274.6%
MS MORGAN STANLEY DEAN WITTER COM 0.4%
Value ($000) $4,014 Shares 74,383 Est. Cost $25.87 Unrealized +68.8%
EMN EASTMAN CHEM CO 0.4%
Value ($000) $3,912 Shares 37,050 Est. Cost $55.91 Unrealized +37.8%
DHR DANAHER CORP DEL 0.4%
Value ($000) $3,855 Shares 39,378 Est. Cost $81.96 Unrealized +2.8%
ABT ABBOTT LABS 0.4%
Value ($000) $3,801 Shares 63,432 Est. Cost $30.35 Unrealized +73.2%
DEO DIAGEO PLC-SPONSORED ADR NEW 0.4%
Value ($000) $3,749 Shares 27,687 Est. Cost $114.99 Unrealized
EW EDWARDS LIFESCIENCES 0.4%
Value ($000) $3,688 Shares 26,434 Est. Cost $17.79 Unrealized +144.1%
LVS LAS VEGAS SANDS CORP. 0.4%
Value ($000) $3,631 Shares 50,501 Est. Cost $62.41 Unrealized 0.0%
VNQ VANGUARD INDEX FDS REIT ETF 0.4%
Value ($000) $3,623 Shares 48,005 Est. Cost $77.60 Unrealized
STT STATE STREET CORP 0.4%
Value ($000) $3,550 Shares 35,601 Est. Cost $45.02 Unrealized +82.0%
TJX TJX COS INC NEW 0.4%
Value ($000) $3,549 Shares 43,512 Est. Cost $32.40 Unrealized +9.5%
LOW LOWES COS INC 0.4%
Value ($000) $3,448 Shares 39,289 Est. Cost $78.75 Unrealized +4.0%
NVS NOVARTIS AG-ADR 0.4%
Value ($000) $3,426 Shares 42,379 Est. Cost $81.05 Unrealized
BP BP AMOCO PLC - SPONS ADR 0.4%
Value ($000) $3,418 Shares 84,319 Est. Cost $38.66 Unrealized
EOG EOG RESOURCES INC 0.3%
Value ($000) $3,390 Shares 32,200 Est. Cost $51.06 Unrealized +58.3%
SLB SCHLUMBERGER LTD COM 0.3%
Value ($000) $3,294 Shares 50,846 Est. Cost $56.56 Unrealized -1.4%
UNP UNION PAC CORP 0.3%
Value ($000) $3,288 Shares 24,460 Est. Cost $73.02 Unrealized +54.8%
WY WEYERHAEUSER CO 0.3%
Value ($000) $3,227 Shares 92,207 Est. Cost $19.96 Unrealized +29.8%
WRB WR BERKLEY CORP 0.3%
Value ($000) $3,209 Shares 44,137 Est. Cost $9.58 Unrealized +82.1%
MMM 3M CO 0.3%
Value ($000) $3,196 Shares 14,560 Est. Cost $71.07 Unrealized +111.3%
VFC V F CORP 0.3%
Value ($000) $3,050 Shares 41,150 Est. Cost $49.93 Unrealized +44.8%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $3,007 Shares 39,886 Est. Cost $55.94 Unrealized +5.3%
IJH ISHARES TRUST S&P MIDCAP 400 0.3%
Value ($000) $3,003 Shares 16,009 Est. Cost $116.68 Unrealized
LLY LILLY ELI & CO 0.3%
Value ($000) $3,001 Shares 38,791 Est. Cost $49.38 Unrealized +45.2%
DOV DOVER CORP 0.3%
Value ($000) $2,981 Shares 30,350 Est. Cost $68.12 Unrealized +6.4%
TIME WARNER INC COM NEW 0.3%
Value ($000) $2,945 Shares 31,139 Est. Cost $69.85 Unrealized
IWM ISHARES TRUST RUSSELL 2000 IND 0.3%
Value ($000) $2,934 Shares 19,326 Est. Cost $127.89 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.3%
Value ($000) $2,923 Shares 37,952 Est. Cost $99.78 Unrealized
FDX FEDEX CORP 0.3%
Value ($000) $2,903 Shares 12,089 Est. Cost $190.02 Unrealized +16.0%
EXC EXELON CORPORATION 0.3%
Value ($000) $2,893 Shares 74,153 Est. Cost $20.53 Unrealized 0.0%
WFC WELLS FARGO & CO NEW COM 0.3%
Value ($000) $2,808 Shares 53,568 Est. Cost $31.91 Unrealized +49.5%
SIEGY SIEMENS AG SPONS ADR 0.3%
Value ($000) $2,767 Shares 43,467 Est. Cost $87.45 Unrealized
UNITED TECHNOLOGIES CP 0.3%
Value ($000) $2,745 Shares 21,818 Est. Cost $94.95 Unrealized
GENERAL ELECTRIC CO COM 0.3%
Value ($000) $2,703 Shares 200,513 Est. Cost $22.89 Unrealized
WPP WPP GROUP PLC 0.3%
Value ($000) $2,603 Shares 32,719 Est. Cost $95.14 Unrealized
POWERSHARES S&P HIGH QUALITY E 0.3%
Value ($000) $2,565 Shares 85,973 Est. Cost $17.99 Unrealized
HD SUPPLY HOLDINGS, INC. 0.3%
Value ($000) $2,556 Shares 67,370 Est. Cost $29.57 Unrealized
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $2,542 Shares 13,490 Est. Cost $90.08 Unrealized +87.9%
RHI ROBERT HALF INTERNATIONAL INC 0.3%
Value ($000) $2,535 Shares 43,788 Est. Cost $57.15 Unrealized 0.0%
WTW WILLIS TOWERS WATSON PUBLIC LI 0.3%
Value ($000) $2,525 Shares 16,593 Est. Cost $100.14 Unrealized +40.4%
VXUS VANGUARD TOTAL INTERNATIONAL S 0.3%
Value ($000) $2,515 Shares 44,479 Est. Cost $53.11 Unrealized
STKL SUNOPTA INC COM 0.3%
Value ($000) $2,470 Shares 347,863 Est. Cost $7.71 Unrealized -3.7%
TDG TRANSDIGM GROUP INC 0.3%
Value ($000) $2,444 Shares 7,964 Est. Cost $218.67 Unrealized 0.0%
NKE NIKE INC CL B 0.2%
Value ($000) $2,404 Shares 36,184 Est. Cost $42.80 Unrealized +39.3%
MET METLIFE INC COM 0.2%
Value ($000) $2,387 Shares 52,024 Est. Cost $31.08 Unrealized +19.2%
VGK VANGUARD MSCI EUROPE ETF 0.2%
Value ($000) $2,387 Shares 41,056 Est. Cost $53.97 Unrealized
GS GOLDMAN SACHS GROUP 0.2%
Value ($000) $2,350 Shares 9,330 Est. Cost $189.45 Unrealized +15.3%
PFG PRINCIPAL FINANCIAL GROUP 0.2%
Value ($000) $2,330 Shares 38,250 Est. Cost $27.44 Unrealized +76.4%
CVS CVS HEALTH CORP. 0.2%
Value ($000) $2,308 Shares 37,104 Est. Cost $55.55 Unrealized +0.5%
CBRE CBRE GROUP INC CL A 0.2%
Value ($000) $2,303 Shares 48,777 Est. Cost $24.28 Unrealized +87.6%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $2,265 Shares 13,866 Est. Cost $15.81 Unrealized +100.4%
MCK MCKESSON CORP 0.2%
Value ($000) $2,077 Shares 14,742 Est. Cost $138.91 Unrealized +5.4%
C CITIGROUP INC COM NEW 0.2%
Value ($000) $2,069 Shares 30,645 Est. Cost $42.82 Unrealized +34.6%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $2,050 Shares 16,300 Est. Cost $119.10 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $2,028 Shares 14,037 Est. Cost $73.09 Unrealized +60.8%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $1,971 Shares 17,901 Est. Cost $71.82 Unrealized +20.0%
JLL JONES LANG LASALLE INC COM 0.2%
Value ($000) $1,969 Shares 11,276 Est. Cost $158.88 Unrealized 0.0%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $1,918 Shares 21,032 Est. Cost $68.94 Unrealized
XLK AMEX TECHNOLOGY SECTOR SPDR 0.2%
Value ($000) $1,858 Shares 28,406 Est. Cost $62.64 Unrealized
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $1,845 Shares 18,557 Est. Cost $52.30 Unrealized +31.3%
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $1,823 Shares 43,694 Est. Cost $24.11 Unrealized +48.7%
LW LAMB WESTON HOLDINGS 0.2%
Value ($000) $1,808 Shares 31,050 Est. Cost $48.00 Unrealized +4.9%
BABA ALIBABA GROUP HOLDING 0.2%
Value ($000) $1,807 Shares 9,845 Est. Cost $164.17 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $1,786 Shares 17,065 Est. Cost $67.02 Unrealized +27.5%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $1,784 Shares 8,233 Est. Cost $110.09 Unrealized +76.7%
EEM ISHARES TR MSCI EMG MKT ETF 0.2%
Value ($000) $1,759 Shares 36,434 Est. Cost $48.28 Unrealized
OMC OMNICOM GROUP INC 0.2%
Value ($000) $1,693 Shares 23,300 Est. Cost $45.23 Unrealized +24.9%
IBP INSTALLED BUILDING PRODUCTS 0.2%
Value ($000) $1,659 Shares 27,633 Est. Cost $51.26 Unrealized +19.5%
GLW CORNING INC 0.2%
Value ($000) $1,625 Shares 58,278 Est. Cost $13.56 Unrealized +83.0%
XPH SPDR S&P PHAMACEUTICALS ETF 0.2%
Value ($000) $1,590 Shares 37,964 Est. Cost $41.88 Unrealized
EATON VANCE CORP COM NON VTG 0.2%
Value ($000) $1,577 Shares 28,335 Est. Cost $37.60 Unrealized
COF CAPITAL ONE FINANCIAL CORP. 0.2%
Value ($000) $1,577 Shares 16,459 Est. Cost $47.00 Unrealized +84.8%
MYLAN LABS INC 0.2%
Value ($000) $1,565 Shares 38,021 Est. Cost $41.16 Unrealized
SPIRIT AEROSYSTEMS HOLDINGS 0.2%
Value ($000) $1,561 Shares 18,650 Est. Cost $36.32 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.2%
Value ($000) $1,518 Shares 26,509 Est. Cost $40.70 Unrealized +33.6%
RAYTHEON CO 0.2%
Value ($000) $1,515 Shares 7,021 Est. Cost $161.85 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $1,511 Shares 27,173 Est. Cost $45.87 Unrealized +10.9%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.2%
Value ($000) $1,496 Shares 5 Est. Cost $170664.90 Unrealized +80.6%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,492 Shares 20,816 Est. Cost $44.76 Unrealized +33.4%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,486 Shares 4,257 Est. Cost $157.82 Unrealized +86.5%
COR AMERISOURCEBERGEN CORP. 0.2%
Value ($000) $1,474 Shares 17,096 Est. Cost $63.65 Unrealized +16.1%
BB&T CORP 0.1%
Value ($000) $1,438 Shares 27,636 Est. Cost $43.08 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $1,380 Shares 8,827 Est. Cost $100.18 Unrealized +36.4%
ACN ACCENTURE PLC 0.1%
Value ($000) $1,327 Shares 8,646 Est. Cost $63.08 Unrealized +123.2%
PPG PPG INDS INC 0.1%
Value ($000) $1,319 Shares 11,821 Est. Cost $80.69 Unrealized +23.3%
XLE AMEX ENERGY SECTOR SPDR 0.1%
Value ($000) $1,318 Shares 19,552 Est. Cost $67.37 Unrealized
POWERSHARES FTSE RAFI US 1000 0.1%
Value ($000) $1,315 Shares 11,935 Est. Cost $78.43 Unrealized
DIS WALT DISNEY CO 0.1%
Value ($000) $1,311 Shares 13,057 Est. Cost $74.07 Unrealized +36.3%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $1,293 Shares 11,050 Est. Cost $68.07 Unrealized +57.6%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,264 Shares 21,838 Est. Cost $32.27 Unrealized +50.9%
ORLY O'REILLY AUTOMOTIVE INC 0.1%
Value ($000) $1,244 Shares 5,029 Est. Cost $14.89 Unrealized +13.6%
R RYDER SYS INC 0.1%
Value ($000) $1,227 Shares 16,850 Est. Cost $65.36 Unrealized +23.3%
RWT REDWOOD TRUST, INC. 0.1%
Value ($000) $1,223 Shares 79,050 Est. Cost $16.69 Unrealized
BIDU BAIDU INC SPN ADR 0.1%
Value ($000) $1,205 Shares 5,397 Est. Cost $247.50 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $1,183 Shares 22,961 Est. Cost $40.66 Unrealized +10.0%
HII HUNTINGTON INGALLS INDS INC CO 0.1%
Value ($000) $1,142 Shares 4,430 Est. Cost $43.35 Unrealized +385.7%
GGP INC 0.1%
Value ($000) $1,131 Shares 55,280 Est. Cost $23.17 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,116 Shares 10,743 Est. Cost $50.68 Unrealized +71.3%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,112 Shares 8,190 Est. Cost $67.82 Unrealized +80.9%
IYT ISHARES DJ US TRANSPORTATION I 0.1%
Value ($000) $1,102 Shares 5,890 Est. Cost $178.43 Unrealized
DOWDUPONT INC 0.1%
Value ($000) $1,056 Shares 16,574 Est. Cost $69.36 Unrealized
T AT&T INC 0.1%
Value ($000) $967 Shares 27,111 Est. Cost $13.06 Unrealized +21.1%
AMGN AMGEN INC 0.1%
Value ($000) $958 Shares 5,620 Est. Cost $117.26 Unrealized +23.2%
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $933 Shares 14,756 Est. Cost $33.17 Unrealized +45.0%
HARRIS CORP DEL 0.1%
Value ($000) $926 Shares 5,744 Est. Cost $49.22 Unrealized
PPL PPL CORP. 0.1%
Value ($000) $922 Shares 32,600 Est. Cost $19.00 Unrealized +9.9%
MLM MARTIN MARIETTA MATERIALS INC 0.1%
Value ($000) $907 Shares 4,374 Est. Cost $179.38 Unrealized +14.0%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $870 Shares 11,227 Est. Cost $45.77 Unrealized +22.5%
SITE SITEONE LANDSCAPE SUPPLY, INC. 0.1%
Value ($000) $863 Shares 11,200 Est. Cost $30.83 Unrealized +139.0%
CB CHUBB LTD 0.1%
Value ($000) $856 Shares 6,260 Est. Cost $102.86 Unrealized +22.7%
ALLEGHANY CORP DEL 0.1%
Value ($000) $851 Shares 1,385 Est. Cost $442.37 Unrealized
MARVELL TECHNOLOGY GROUP LTD O 0.1%
Value ($000) $844 Shares 40,208 Est. Cost $11.28 Unrealized
CRTO CRITEO S.A. ADS 0.1%
Value ($000) $829 Shares 32,078 Est. Cost $25.84 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $819 Shares 5,150 Est. Cost $72.69 Unrealized +86.7%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $812 Shares 11,896 Est. Cost $43.17 Unrealized +36.6%
AMEDISYS INC 0.1%
Value ($000) $808 Shares 13,389 Est. Cost $60.35 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $807 Shares 12,952 Est. Cost $22.51 Unrealized +62.5%
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $806 Shares 13,234 Est. Cost $44.72 Unrealized 0.0%
AIVL WISDOMTREE DIVIDEND EX-FIN ETF 0.1%
Value ($000) $799 Shares 9,455 Est. Cost $62.84 Unrealized
DLTR DOLLAR TREE, INC. 0.1%
Value ($000) $795 Shares 8,375 Est. Cost $76.30 Unrealized +37.4%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $790 Shares 7,877 Est. Cost $35.34 Unrealized +146.1%
KBE SPDR KBW BANK ETF 0.1%
Value ($000) $754 Shares 15,750 Est. Cost $47.33 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $727 Shares 7,647 Est. Cost $65.56 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $711 Shares 2,935 Est. Cost $187.30 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $702 Shares 4,761 Est. Cost $116.31 Unrealized +14.4%
PNC PNC FINANCIAL SVCS GROUP 0.1%
Value ($000) $699 Shares 4,621 Est. Cost $67.68 Unrealized +74.6%
ABCB AMERIS BANCORP 0.1%
Value ($000) $694 Shares 13,121 Est. Cost $48.15 Unrealized 0.0%
SO SOUTHERN CO COM 0.1%
Value ($000) $690 Shares 15,450 Est. Cost $30.55 Unrealized +5.2%
IOO ISHARES S&P GLOBAL INDEX 100 0.1%
Value ($000) $685 Shares 7,505 Est. Cost $67.57 Unrealized
FIS FIDELITY NATIONAL INFORMATION 0.1%
Value ($000) $674 Shares 7,000 Est. Cost $43.50 Unrealized +95.3%
TORCHMARK CORP 0.1%
Value ($000) $674 Shares 8,009 Est. Cost $67.66 Unrealized
SANDERSON FARMS INC 0.1%
Value ($000) $655 Shares 5,500 Est. Cost $66.36 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $654 Shares 8,150 Est. Cost $59.58 Unrealized +13.0%
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $653 Shares 8,937 Est. Cost $31.57 Unrealized +70.2%
CRANE COMPANY 0.1%
Value ($000) $647 Shares 6,975 Est. Cost $59.82 Unrealized
SCHW SCHWAB CHARLES CP NEW 0.1%
Value ($000) $640 Shares 12,264 Est. Cost $48.14 Unrealized 0.0%
HDB HDFC BANK LTD ADR 0.1%
Value ($000) $627 Shares 6,345 Est. Cost $101.65 Unrealized
RF REGIONS FINANCIAL CORP 0.1%
Value ($000) $604 Shares 32,523 Est. Cost $13.90 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESS 0.1%
Value ($000) $596 Shares 5,250 Est. Cost $55.10 Unrealized +78.9%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $579 Shares 6,203 Est. Cost $73.38 Unrealized +18.6%
TOTAL SYS SVCS INC 0.1%
Value ($000) $578 Shares 6,700 Est. Cost $86.27 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $518 Shares 7,460 Est. Cost $55.23 Unrealized +5.8%
PANW PALO ALTO NETWORKS, INC. 0.1%
Value ($000) $487 Shares 2,685 Est. Cost $27.78 Unrealized 0.0%
HALYARD HEALTH INC 0.0%
Value ($000) $472 Shares 10,237 Est. Cost $28.81 Unrealized
EXPRESS SCRIPTS HOLDING CO. 0.0%
Value ($000) $465 Shares 6,726 Est. Cost $67.93 Unrealized
PVH PHILLIPS VAN HEUSEN CP COM 0.0%
Value ($000) $462 Shares 3,050 Est. Cost $129.11 Unrealized +11.7%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $458 Shares 7,348 Est. Cost $48.06 Unrealized +1.9%
EBAY EBAY INC 0.0%
Value ($000) $447 Shares 11,100 Est. Cost $20.30 Unrealized +81.4%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $435 Shares 18,900 Est. Cost $14.43 Unrealized +13.7%
PSX PHILLIPS 66 0.0%
Value ($000) $434 Shares 4,525 Est. Cost $45.58 Unrealized +56.8%
VOYA VOYA FINANCIAL INC. 0.0%
Value ($000) $434 Shares 8,590 Est. Cost $36.14 Unrealized +28.4%
OEF ISHARES S&P 100 INDEX FUND 0.0%
Value ($000) $428 Shares 3,690 Est. Cost $85.58 Unrealized
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $428 Shares 23,024 Est. Cost $20.01 Unrealized 0.0%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $415 Shares 3,571 Est. Cost $113.46 Unrealized 0.0%
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $413 Shares 16,855 Est. Cost $38.09 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN 0.0%
Value ($000) $413 Shares 8,900 Est. Cost $44.50 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $410 Shares 14,600 Est. Cost $17.64 Unrealized +27.4%
CME CME GROUP INC 0.0%
Value ($000) $409 Shares 2,526 Est. Cost $85.26 Unrealized +42.0%
IYH ISHARES DJ US HEALTHCARE SEC 0.0%
Value ($000) $396 Shares 2,294 Est. Cost $117.10 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $380 Shares 1,718 Est. Cost $181.99 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $366 Shares 7,800 Est. Cost $38.36 Unrealized +9.7%
THVB THOMASVILLE BANCSHARES INC 0.0%
Value ($000) $360 Shares 9,000 Est. Cost $31.80 Unrealized 0.0%
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $358 Shares 4,850 Est. Cost $41.79 Unrealized
BLD TOPBUILD CORP 0.0%
Value ($000) $356 Shares 4,649 Est. Cost $34.43 Unrealized +119.6%
SYK STRYKER CORP 0.0%
Value ($000) $355 Shares 2,204 Est. Cost $131.33 Unrealized +12.6%
UMPQUA HOLDINGS CORP 0.0%
Value ($000) $352 Shares 16,450 Est. Cost $20.82 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $346 Shares 5,769 Est. Cost $28.25 Unrealized +74.4%
HLT HILTON WORLDWIDE HOLDINGS INC 0.0%
Value ($000) $336 Shares 4,266 Est. Cost $55.58 Unrealized +43.7%
AZN ASTRAZENECA PLC - SPONS ADR 0.0%
Value ($000) $329 Shares 9,400 Est. Cost $51.12 Unrealized
SAN BANCO SANTANDER SA ADS 0.0%
Value ($000) $320 Shares 48,805 Est. Cost $6.56 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $318 Shares 2,032 Est. Cost $136.85 Unrealized 0.0%
USB US BANCORP DEL 0.0%
Value ($000) $316 Shares 6,261 Est. Cost $39.92 Unrealized 0.0%
TPH TRI POINTE HOMES INC. 0.0%
Value ($000) $312 Shares 19,010 Est. Cost $14.33 Unrealized +19.9%
CE CELANESE CORP - SERIES A 0.0%
Value ($000) $301 Shares 3,000 Est. Cost $90.60 Unrealized 0.0%
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $300 Shares 3,400 Est. Cost $40.40 Unrealized +125.8%
FIDELITY SOUTHERN CORPORATION 0.0%
Value ($000) $300 Shares 13,000 Est. Cost $23.08 Unrealized
PHM PULTEGROUP INC 0.0%
Value ($000) $300 Shares 10,159 Est. Cost $25.11 Unrealized +13.1%
IWO ISHARES TR RUSSELL 2000 GROWTH 0.0%
Value ($000) $297 Shares 1,560 Est. Cost $112.84 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $294 Shares 994 Est. Cost $27.22 Unrealized 0.0%
SNY SANOFI-AVENTIS 0.0%
Value ($000) $293 Shares 7,300 Est. Cost $45.62 Unrealized
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $290 Shares 5,150 Est. Cost $40.72 Unrealized
ROYAL DUTCH SHELL PLC B 0.0%
Value ($000) $284 Shares 4,330 Est. Cost $61.40 Unrealized
REG REGENCY CENTERS CORP 0.0%
Value ($000) $280 Shares 4,754 Est. Cost $43.83 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $276 Shares 2,036 Est. Cost $99.52 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $276 Shares 3,239 Est. Cost $60.75 Unrealized +16.9%
WELL WELLTOWER INC COM 0.0%
Value ($000) $275 Shares 5,053 Est. Cost $44.83 Unrealized -4.2%
D DOMINION RES VA NEW 0.0%
Value ($000) $261 Shares 3,875 Est. Cost $46.38 Unrealized +12.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $247 Shares 2,709 Est. Cost $73.76 Unrealized +6.6%
FEDERAL REALTY INV TRUST 0.0%
Value ($000) $244 Shares 2,105 Est. Cost $103.56 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $243 Shares 2,560 Est. Cost $64.52 Unrealized +25.1%
PAYPAL HOLDINGS INC 0.0%
Value ($000) $235 Shares 3,101 Est. Cost $73.52 Unrealized
MAGELLAN MIDSTREAM PARTNERS, L 0.0%
Value ($000) $233 Shares 4,000 Est. Cost $54.50 Unrealized
NFG NATIONAL FUEL GAS N J 0.0%
Value ($000) $232 Shares 4,500 Est. Cost $57.14 Unrealized -8.5%
TDOC TELADOC INC 0.0%
Value ($000) $231 Shares 5,740 Est. Cost $33.21 Unrealized +13.7%
WEC WEC ENERGY GROUP, INC 0.0%
Value ($000) $231 Shares 3,685 Est. Cost $51.71 Unrealized -6.8%
EQR EQUITY RESIDENTIAL PROPERTIES 0.0%
Value ($000) $229 Shares 3,720 Est. Cost $31.42 Unrealized +40.8%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $222 Shares 565 Est. Cost $106.50 Unrealized +19.3%
AETNA INC - NEW 0.0%
Value ($000) $222 Shares 1,315 Est. Cost $151.93 Unrealized
GLAXOSMITHKLINE PLC ADR 0.0%
Value ($000) $221 Shares 5,655 Est. Cost $39.08 Unrealized
COASTAL BANKING CO 0.0%
Value ($000) $214 Shares 10,000 Est. Cost $21.40 Unrealized
XLI SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $210 Shares 2,825 Est. Cost $65.03 Unrealized
MORN MORNINGSTAR INC 0.0%
Value ($000) $202 Shares 2,110 Est. Cost $90.03 Unrealized +6.8%
ENERGEN CORP 0.0%
Value ($000) $201 Shares 3,195 Est. Cost $62.91 Unrealized
KR KROGER CO 0.0%
Value ($000) $201 Shares 8,400 Est. Cost $22.97 Unrealized 0.0%
NATIONAL-OILWELL VARCO, INC. 0.0%
Value ($000) $201 Shares 5,449 Est. Cost $36.89 Unrealized
OGCP EMPIRE STATE REALTY OP LP SERI 0.0%
Value ($000) $178 Shares 10,737 Est. Cost $17.98 Unrealized
CREDIT SUISSE GROUP-SPON ADR 0.0%
Value ($000) $176 Shares 10,469 Est. Cost $16.81 Unrealized
ENERGY TRANSFER PARTNERS LP 0.0%
Value ($000) $166 Shares 10,210 Est. Cost $17.92 Unrealized
BTG PLC 0.0%
Value ($000) $123 Shares 13,007 Est. Cost $10.30 Unrealized
VEREIT INC 0.0%
Value ($000) $74 Shares 10,582 Est. Cost $7.75 Unrealized
CONNECTURE, INC. 0.0%
Value ($000) $20 Shares 57,527 Est. Cost $10.37 Unrealized
GLOBAL ENERGY HOLDINGS GROUP 0.0%
Value ($000) $0 Shares 11,700 Est. Cost Unrealized
U.S. TECHNOLOGIES 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized