MONTAG A & ASSOCIATES INC Diversified Active

CIK: 0000829407 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 8, 2018

Total Value ($000): $974,014 (100.0% shares, 0.0% debt)

Holdings (279)

SPY SPDR S&P 500 ETF TR TR UNIT 9.4%
Value ($000) $91,986 Shares 339,083 Est. Cost $221.27 Unrealized
IVV ISHARES TR CORE S&P500 ETF 6.1%
Value ($000) $59,822 Shares 219,088 Est. Cost $209.85 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTS 5.1%
Value ($000) $49,752 Shares 140,139 Est. Cost $229.17 Unrealized
KO COCA COLA CO COM 3.2%
Value ($000) $30,690 Shares 699,721 Est. Cost $30.00 Unrealized +13.4%
AAPL APPLE INC COM 1.5%
Value ($000) $14,670 Shares 79,250 Est. Cost $21.94 Unrealized +94.9%
HD HOME DEPOT INC 1.5%
Value ($000) $14,597 Shares 74,820 Est. Cost $61.73 Unrealized +151.1%
GOOG ALPHABET INC CAP STK CL C 1.5%
Value ($000) $14,393 Shares 12,901 Est. Cost $37.54 Unrealized +42.9%
IVW ISHARES TR S&P500 GRW 1.4%
Value ($000) $13,301 Shares 81,797 Est. Cost $159.41 Unrealized
MSFT MICROSOFT CORP COM 1.4%
Value ($000) $13,282 Shares 134,691 Est. Cost $49.15 Unrealized +82.6%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $12,462 Shares 102,705 Est. Cost $65.26 Unrealized +54.3%
RSP INVESCO S&P 500 EQUAL WEIGHT E 1.2%
Value ($000) $12,130 Shares 119,046 Est. Cost $101.89 Unrealized
V VISA INC - CLASS A 1.1%
Value ($000) $11,108 Shares 83,867 Est. Cost $90.63 Unrealized +34.7%
MRK MERCK & CO INC COM 1.1%
Value ($000) $10,955 Shares 180,470 Est. Cost $38.40 Unrealized +15.9%
VIG VANGUARD DIVIDEND APPRECIATION 1.1%
Value ($000) $10,354 Shares 101,893 Est. Cost $71.30 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $10,316 Shares 6,069 Est. Cost $42.57 Unrealized +86.5%
ADBE ADOBE SYS INC COM 1.1%
Value ($000) $10,238 Shares 41,991 Est. Cost $52.44 Unrealized +351.1%
WMT WAL-MART STORES INC COM 1.0%
Value ($000) $10,139 Shares 118,379 Est. Cost $22.05 Unrealized +14.5%
EFX EQUIFAX INC 1.0%
Value ($000) $10,135 Shares 81,009 Est. Cost $53.66 Unrealized +106.6%
IWB ISHARES RUSSELL 1000 INDEX 1.0%
Value ($000) $10,107 Shares 66,500 Est. Cost $89.93 Unrealized
CSCO CISCO SYS INC COM 1.0%
Value ($000) $10,032 Shares 233,145 Est. Cost $23.07 Unrealized +50.6%
SUNTRUST BKS INC 1.0%
Value ($000) $9,980 Shares 151,161 Est. Cost $38.94 Unrealized
DISCOVERY COMMUNICATNS NEW COM 1.0%
Value ($000) $9,908 Shares 360,283 Est. Cost $22.78 Unrealized
ROYAL DUTCH SHELL PLC 1.0%
Value ($000) $9,759 Shares 140,970 Est. Cost $62.83 Unrealized
BA BOEING CO COM 1.0%
Value ($000) $9,596 Shares 28,601 Est. Cost $114.16 Unrealized +189.4%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.0%
Value ($000) $9,473 Shares 50,754 Est. Cost $159.82 Unrealized +22.0%
FISV FISERV INC 1.0%
Value ($000) $9,421 Shares 127,152 Est. Cost $47.33 Unrealized +53.4%
XOM EXXON MOBIL CORP COM 1.0%
Value ($000) $9,413 Shares 113,775 Est. Cost $56.29 Unrealized -0.3%
VO VANGUARD MID CAP ETF 1.0%
Value ($000) $9,344 Shares 59,276 Est. Cost $101.71 Unrealized
JPM JPMORGAN CHASE & CO COM 0.9%
Value ($000) $8,484 Shares 81,421 Est. Cost $47.11 Unrealized +89.0%
IWM ISHARES TRUST RUSSELL 2000 IND 0.8%
Value ($000) $8,245 Shares 50,346 Est. Cost $149.99 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.8%
Value ($000) $8,141 Shares 64,303 Est. Cost $37.16 Unrealized +243.6%
CVX CHEVRON TEXACO CORP 0.8%
Value ($000) $7,610 Shares 60,195 Est. Cost $69.09 Unrealized +29.0%
XLF SELECT SECTOR SPDR TR SBI INT- 0.8%
Value ($000) $7,572 Shares 284,751 Est. Cost $21.37 Unrealized
PEP PEPSICO INC COM 0.7%
Value ($000) $7,160 Shares 65,770 Est. Cost $63.21 Unrealized +29.3%
PFE PFIZER INC COM 0.7%
Value ($000) $7,000 Shares 192,933 Est. Cost $17.11 Unrealized +42.1%
VEA VANGUARD FTSE DEVELOPED MARKET 0.7%
Value ($000) $6,873 Shares 160,205 Est. Cost $39.81 Unrealized
MKL MARKEL CORP 0.7%
Value ($000) $6,549 Shares 6,040 Est. Cost $584.10 Unrealized +93.4%
ABBVIE INC. 0.7%
Value ($000) $6,457 Shares 69,691 Est. Cost $43.87 Unrealized
TJX TJX COS INC NEW 0.7%
Value ($000) $6,446 Shares 67,726 Est. Cost $34.96 Unrealized +13.2%
DY DYCOM INDUSTRIES INC 0.7%
Value ($000) $6,400 Shares 67,713 Est. Cost $95.13 Unrealized +7.6%
FTV FORTIVE CORPORATION 0.6%
Value ($000) $6,313 Shares 81,876 Est. Cost $37.48 Unrealized +23.5%
VMC VULCAN MATLS CO 0.6%
Value ($000) $5,918 Shares 45,857 Est. Cost $69.31 Unrealized +66.3%
RIO RIO TINTO PLC SPONSORED ADR 0.6%
Value ($000) $5,519 Shares 99,478 Est. Cost $29.81 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $5,353 Shares 4,741 Est. Cost $41.66 Unrealized +29.6%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $5,287 Shares 21,549 Est. Cost $94.42 Unrealized +124.6%
WALGREENS BOOTS ALLIANCE, INC. 0.5%
Value ($000) $5,207 Shares 86,768 Est. Cost $74.71 Unrealized
IBM INTERNATIONAL BUSINESS MACHS C 0.5%
Value ($000) $5,141 Shares 36,798 Est. Cost $116.67 Unrealized -14.3%
INTC INTEL CORP 0.5%
Value ($000) $5,111 Shares 102,817 Est. Cost $34.31 Unrealized +31.3%
BAC BANK AMER CORP COM 0.5%
Value ($000) $5,013 Shares 177,843 Est. Cost $14.73 Unrealized +68.7%
COP CONOCOPHILIPS 0.5%
Value ($000) $4,983 Shares 71,570 Est. Cost $32.88 Unrealized +57.5%
BABA ALIBABA GROUP HOLDING 0.5%
Value ($000) $4,947 Shares 26,662 Est. Cost $177.65 Unrealized
GPC GENUINE PARTS CO 0.5%
Value ($000) $4,899 Shares 53,372 Est. Cost $59.83 Unrealized +22.2%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $4,884 Shares 62,570 Est. Cost $57.58 Unrealized +7.3%
LKQ LKQ CORP 0.5%
Value ($000) $4,770 Shares 149,515 Est. Cost $23.83 Unrealized +25.7%
CPRT COPART INC 0.5%
Value ($000) $4,558 Shares 80,585 Est. Cost $7.00 Unrealized +93.6%
ORCL ORACLE CORP 0.5%
Value ($000) $4,508 Shares 102,304 Est. Cost $42.76 Unrealized -3.7%
KRE KBW REGIONAL BANKING ETF 0.5%
Value ($000) $4,427 Shares 72,574 Est. Cost $38.73 Unrealized
GENERAL ELECTRIC CO COM 0.4%
Value ($000) $4,315 Shares 317,067 Est. Cost $19.48 Unrealized
MAS MASCO CORP COM 0.4%
Value ($000) $4,233 Shares 113,118 Est. Cost $17.85 Unrealized +90.9%
FE FIRSTENERGY CORP COM 0.4%
Value ($000) $4,223 Shares 117,603 Est. Cost $23.30 Unrealized +7.8%
NSRGY NESTLE S A - ADR REG SHS 0.4%
Value ($000) $4,191 Shares 54,112 Est. Cost $65.89 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.4%
Value ($000) $4,017 Shares 48,134 Est. Cost $96.32 Unrealized
EOG EOG RESOURCES INC 0.4%
Value ($000) $3,971 Shares 31,914 Est. Cost $51.06 Unrealized +70.8%
DEO DIAGEO PLC-SPONSORED ADR NEW 0.4%
Value ($000) $3,958 Shares 27,487 Est. Cost $114.99 Unrealized
SIEGY SIEMENS AG SPONS ADR 0.4%
Value ($000) $3,930 Shares 59,455 Est. Cost $81.71 Unrealized
AIG AMERICAN INTL GROUP 0.4%
Value ($000) $3,916 Shares 73,864 Est. Cost $36.37 Unrealized +21.8%
MYLAN LABS INC 0.4%
Value ($000) $3,909 Shares 108,155 Est. Cost $37.91 Unrealized
VNQ VANGUARD INDEX FDS REIT ETF 0.4%
Value ($000) $3,908 Shares 47,985 Est. Cost $77.60 Unrealized
ELV ANTHEM INC 0.4%
Value ($000) $3,856 Shares 16,201 Est. Cost $194.49 Unrealized +7.7%
ABT ABBOTT LABS 0.4%
Value ($000) $3,777 Shares 61,932 Est. Cost $30.35 Unrealized +75.1%
EMN EASTMAN CHEM CO 0.4%
Value ($000) $3,704 Shares 37,050 Est. Cost $55.91 Unrealized +44.6%
UNP UNION PAC CORP 0.4%
Value ($000) $3,677 Shares 25,950 Est. Cost $75.59 Unrealized +55.8%
NKE NIKE INC CL B 0.4%
Value ($000) $3,585 Shares 44,987 Est. Cost $46.92 Unrealized +36.1%
BP BP AMOCO PLC - SPONS ADR 0.4%
Value ($000) $3,541 Shares 77,548 Est. Cost $38.66 Unrealized
EW EDWARDS LIFESCIENCES 0.4%
Value ($000) $3,526 Shares 24,220 Est. Cost $17.79 Unrealized +162.4%
DHR DANAHER CORP DEL 0.4%
Value ($000) $3,466 Shares 35,121 Est. Cost $81.96 Unrealized +4.9%
MS MORGAN STANLEY DEAN WITTER COM 0.4%
Value ($000) $3,457 Shares 72,934 Est. Cost $25.87 Unrealized +60.1%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $3,435 Shares 11,626 Est. Cost $73.52 Unrealized +257.1%
BWA BORGWARNER INC COM 0.3%
Value ($000) $3,359 Shares 77,823 Est. Cost $33.00 Unrealized +18.4%
VFC V F CORP 0.3%
Value ($000) $3,355 Shares 41,150 Est. Cost $49.93 Unrealized +50.9%
URI UNITED RENTALS INC. 0.3%
Value ($000) $3,323 Shares 22,512 Est. Cost $83.40 Unrealized +89.7%
STT STATE STREET CORP 0.3%
Value ($000) $3,305 Shares 35,501 Est. Cost $45.02 Unrealized +73.0%
LLY LILLY ELI & CO 0.3%
Value ($000) $3,287 Shares 38,516 Est. Cost $49.38 Unrealized +49.3%
BANC BANC OF CALIFORNIA INC COM 0.3%
Value ($000) $3,280 Shares 167,767 Est. Cost $15.21 Unrealized +5.8%
SLB SCHLUMBERGER LTD COM 0.3%
Value ($000) $3,263 Shares 48,678 Est. Cost $56.56 Unrealized -2.6%
WRB WR BERKLEY CORP 0.3%
Value ($000) $3,178 Shares 43,887 Est. Cost $9.58 Unrealized +94.8%
WY WEYERHAEUSER CO 0.3%
Value ($000) $3,153 Shares 86,490 Est. Cost $19.96 Unrealized +35.6%
IJH ISHARES TRUST S&P MIDCAP 400 0.3%
Value ($000) $3,118 Shares 16,009 Est. Cost $116.68 Unrealized
MMM 3M CO 0.3%
Value ($000) $3,075 Shares 15,633 Est. Cost $75.12 Unrealized +73.2%
DIA SPDR DJIA TRUST 0.3%
Value ($000) $2,921 Shares 12,035 Est. Cost $186.62 Unrealized
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $2,807 Shares 13,434 Est. Cost $90.08 Unrealized +97.3%
HD SUPPLY HOLDINGS, INC. 0.3%
Value ($000) $2,762 Shares 64,400 Est. Cost $29.57 Unrealized
UNITED TECHNOLOGIES CP 0.3%
Value ($000) $2,725 Shares 21,795 Est. Cost $94.95 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL S 0.3%
Value ($000) $2,669 Shares 49,329 Est. Cost $53.21 Unrealized
FDX FEDEX CORP 0.3%
Value ($000) $2,626 Shares 11,566 Est. Cost $190.02 Unrealized +13.9%
WGO WINNEBAGO INDUSTRIES 0.3%
Value ($000) $2,616 Shares 64,444 Est. Cost $38.15 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $2,590 Shares 36,558 Est. Cost $55.94 Unrealized -5.7%
SPHQ INVESCO S&P 500 QUALITY ETF 0.3%
Value ($000) $2,580 Shares 85,973 Est. Cost $30.01 Unrealized
WFC WELLS FARGO & CO NEW COM 0.3%
Value ($000) $2,550 Shares 46,003 Est. Cost $31.91 Unrealized +35.8%
DAL DELTA AIR LINES INC DEL COM NE 0.3%
Value ($000) $2,550 Shares 51,476 Est. Cost $48.05 Unrealized +2.8%
WTW WILLIS TOWERS WATSON PUBLIC LI 0.3%
Value ($000) $2,515 Shares 16,593 Est. Cost $100.14 Unrealized +36.7%
VWO VANGUARD INTL EQUITY INDEX FD 0.3%
Value ($000) $2,510 Shares 59,489 Est. Cost $44.27 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $2,402 Shares 22,804 Est. Cost $73.45 Unrealized +8.1%
EXC EXELON CORPORATION 0.2%
Value ($000) $2,354 Shares 55,260 Est. Cost $20.53 Unrealized +7.0%
VGK VANGUARD MSCI EUROPE ETF 0.2%
Value ($000) $2,331 Shares 41,533 Est. Cost $53.99 Unrealized
CBRE CBRE GROUP INC CL A 0.2%
Value ($000) $2,329 Shares 48,777 Est. Cost $24.28 Unrealized +94.8%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $2,322 Shares 13,902 Est. Cost $15.81 Unrealized +111.2%
CVS CVS HEALTH CORP. 0.2%
Value ($000) $2,311 Shares 35,912 Est. Cost $55.55 Unrealized -7.0%
T AT&T INC 0.2%
Value ($000) $2,287 Shares 71,225 Est. Cost $13.97 Unrealized +4.0%
MET METLIFE INC COM 0.2%
Value ($000) $2,272 Shares 52,120 Est. Cost $31.08 Unrealized +15.6%
MCK MCKESSON CORP 0.2%
Value ($000) $2,145 Shares 16,076 Est. Cost $138.82 Unrealized -0.8%
BIDU BAIDU INC SPN ADR 0.2%
Value ($000) $2,059 Shares 8,474 Est. Cost $245.86 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $2,004 Shares 13,912 Est. Cost $73.09 Unrealized +55.4%
XLK AMEX TECHNOLOGY SECTOR SPDR 0.2%
Value ($000) $1,987 Shares 28,608 Est. Cost $62.64 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $1,984 Shares 8,283 Est. Cost $110.09 Unrealized +80.3%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $1,972 Shares 16,624 Est. Cost $119.10 Unrealized
IBP INSTALLED BUILDING PRODUCTS 0.2%
Value ($000) $1,958 Shares 34,633 Est. Cost $51.94 Unrealized +5.1%
PFG PRINCIPAL FINANCIAL GROUP 0.2%
Value ($000) $1,949 Shares 36,800 Est. Cost $27.44 Unrealized +57.2%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $1,922 Shares 20,732 Est. Cost $68.94 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $1,863 Shares 17,536 Est. Cost $67.47 Unrealized +24.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $1,791 Shares 43,694 Est. Cost $24.11 Unrealized +38.3%
WPP WPP GROUP PLC 0.2%
Value ($000) $1,779 Shares 22,640 Est. Cost $95.14 Unrealized
OMC OMNICOM GROUP INC 0.2%
Value ($000) $1,777 Shares 23,300 Est. Cost $45.23 Unrealized +24.0%
TDG TRANSDIGM GROUP INC 0.2%
Value ($000) $1,771 Shares 5,131 Est. Cost $218.67 Unrealized +11.5%
NFLX NETFLIX INC 0.2%
Value ($000) $1,756 Shares 4,486 Est. Cost $32.57 Unrealized +4.7%
C CITIGROUP INC COM NEW 0.2%
Value ($000) $1,613 Shares 24,103 Est. Cost $42.82 Unrealized +23.8%
GLW CORNING INC 0.2%
Value ($000) $1,603 Shares 58,278 Est. Cost $13.56 Unrealized +65.1%
DOV DOVER CORP 0.2%
Value ($000) $1,583 Shares 21,630 Est. Cost $68.12 Unrealized -0.2%
XLE AMEX ENERGY SECTOR SPDR 0.2%
Value ($000) $1,533 Shares 20,192 Est. Cost $67.64 Unrealized
STKL SUNOPTA INC COM 0.2%
Value ($000) $1,513 Shares 180,120 Est. Cost $7.71 Unrealized -1.9%
SPIRIT AEROSYSTEMS HOLDINGS 0.2%
Value ($000) $1,503 Shares 17,500 Est. Cost $36.32 Unrealized
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $1,498 Shares 18,557 Est. Cost $52.30 Unrealized +8.2%
MLM MARTIN MARIETTA MATERIALS INC 0.2%
Value ($000) $1,497 Shares 6,703 Est. Cost $187.11 Unrealized +7.8%
EATON VANCE CORP COM NON VTG 0.2%
Value ($000) $1,479 Shares 28,335 Est. Cost $37.60 Unrealized
COF CAPITAL ONE FINANCIAL CORP. 0.2%
Value ($000) $1,462 Shares 15,909 Est. Cost $47.00 Unrealized +76.5%
SPB SPECTRUM BRANDS HLDGS INC COM 0.1%
Value ($000) $1,454 Shares 17,815 Est. Cost $82.40 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP. 0.1%
Value ($000) $1,445 Shares 16,946 Est. Cost $63.65 Unrealized +6.7%
JLL JONES LANG LASALLE INC COM 0.1%
Value ($000) $1,433 Shares 8,631 Est. Cost $158.88 Unrealized +5.9%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $1,429 Shares 9,117 Est. Cost $101.31 Unrealized +33.8%
ACN ACCENTURE PLC 0.1%
Value ($000) $1,414 Shares 8,646 Est. Cost $63.08 Unrealized +120.8%
BB&T CORP 0.1%
Value ($000) $1,394 Shares 27,636 Est. Cost $43.08 Unrealized
ALEXION PHARMACEUTICALS 0.1%
Value ($000) $1,386 Shares 11,165 Est. Cost $124.14 Unrealized
BSX BOSTON SCIENTIFIC CORPORATION 0.1%
Value ($000) $1,369 Shares 41,877 Est. Cost $30.16 Unrealized 0.0%
DIS WALT DISNEY CO 0.1%
Value ($000) $1,369 Shares 13,057 Est. Cost $74.07 Unrealized +31.2%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,349 Shares 20,816 Est. Cost $44.76 Unrealized +22.0%
PRF INVESCO FTSE RAFI US 1000 ETF 0.1%
Value ($000) $1,344 Shares 11,935 Est. Cost $112.61 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $1,318 Shares 16,200 Est. Cost $74.90 Unrealized -3.0%
RWT REDWOOD TRUST, INC. 0.1%
Value ($000) $1,312 Shares 79,650 Est. Cost $16.69 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $1,239 Shares 11,941 Est. Cost $80.80 Unrealized +13.4%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $1,238 Shares 22,961 Est. Cost $40.66 Unrealized +9.6%
LVS LAS VEGAS SANDS CORP. 0.1%
Value ($000) $1,236 Shares 16,180 Est. Cost $62.41 Unrealized +5.3%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,236 Shares 8,190 Est. Cost $67.82 Unrealized +84.7%
R RYDER SYS INC 0.1%
Value ($000) $1,211 Shares 16,850 Est. Cost $65.36 Unrealized +7.2%
RHI ROBERT HALF INTERNATIONAL INC 0.1%
Value ($000) $1,202 Shares 18,458 Est. Cost $57.15 Unrealized +11.0%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $1,186 Shares 10,850 Est. Cost $68.07 Unrealized +43.9%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,146 Shares 10,398 Est. Cost $50.68 Unrealized +72.2%
GGP INC 0.1%
Value ($000) $1,129 Shares 55,280 Est. Cost $23.17 Unrealized
IYT ISHARES DJ US TRANSPORTATION I 0.1%
Value ($000) $1,076 Shares 5,779 Est. Cost $178.43 Unrealized
CRTO CRITEO S.A. ADS 0.1%
Value ($000) $1,075 Shares 32,729 Est. Cost $25.98 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,067 Shares 21,838 Est. Cost $32.27 Unrealized +49.0%
LW LAMB WESTON HOLDINGS 0.1%
Value ($000) $1,000 Shares 14,600 Est. Cost $48.00 Unrealized +21.6%
HII HUNTINGTON INGALLS INDS INC CO 0.1%
Value ($000) $981 Shares 4,527 Est. Cost $46.65 Unrealized +323.7%
THO THOR INDUSTRIES 0.1%
Value ($000) $962 Shares 9,875 Est. Cost $86.64 Unrealized 0.0%
ALLEGHANY CORP DEL 0.1%
Value ($000) $948 Shares 1,648 Est. Cost $463.58 Unrealized
SITE SITEONE LANDSCAPE SUPPLY, INC. 0.1%
Value ($000) $940 Shares 11,200 Est. Cost $30.83 Unrealized +156.6%
LUV SOUTHWEST AIRLS CO COM 0.1%
Value ($000) $900 Shares 17,679 Est. Cost $40.70 Unrealized +17.4%
SCHW SCHWAB CHARLES CP NEW 0.1%
Value ($000) $870 Shares 17,034 Est. Cost $48.62 Unrealized +2.5%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $864 Shares 12,496 Est. Cost $43.91 Unrealized +33.6%
MARVELL TECHNOLOGY GROUP LTD O 0.1%
Value ($000) $862 Shares 40,208 Est. Cost $11.28 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $848 Shares 10,720 Est. Cost $45.77 Unrealized +23.3%
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $833 Shares 15,046 Est. Cost $33.32 Unrealized +22.0%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $825 Shares 3,306 Est. Cost $194.29 Unrealized
AIVL WISDOMTREE DIVIDEND EX-FIN ETF 0.1%
Value ($000) $822 Shares 9,455 Est. Cost $62.84 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.1%
Value ($000) $819 Shares 15,755 Est. Cost $51.98 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $813 Shares 8,506 Est. Cost $78.75 Unrealized -0.1%
CB CHUBB LTD 0.1%
Value ($000) $795 Shares 6,260 Est. Cost $102.86 Unrealized +13.2%
HARRIS CORP DEL 0.1%
Value ($000) $790 Shares 5,465 Est. Cost $49.22 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $789 Shares 4,272 Est. Cost $117.26 Unrealized +19.6%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $761 Shares 7,877 Est. Cost $35.34 Unrealized +130.8%
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $747 Shares 7,647 Est. Cost $65.56 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $743 Shares 8,674 Est. Cost $60.12 Unrealized +14.0%
BAX BAXTER INTL INC 0.1%
Value ($000) $742 Shares 10,050 Est. Cost $61.53 Unrealized 0.0%
FIS FIDELITY NATIONAL INFORMATION 0.1%
Value ($000) $742 Shares 7,000 Est. Cost $43.50 Unrealized +103.3%
SO SOUTHERN CO COM 0.1%
Value ($000) $727 Shares 15,705 Est. Cost $30.59 Unrealized +7.4%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $724 Shares 4,650 Est. Cost $72.69 Unrealized +86.5%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $724 Shares 3,684 Est. Cost $180.31 Unrealized 0.0%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $711 Shares 6,913 Est. Cost $84.33 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESS 0.1%
Value ($000) $704 Shares 5,250 Est. Cost $55.10 Unrealized +95.6%
ABCB AMERIS BANCORP 0.1%
Value ($000) $700 Shares 13,121 Est. Cost $48.15 Unrealized +1.8%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $692 Shares 2,250 Est. Cost $157.82 Unrealized +84.7%
IOO ISHARES S&P GLOBAL INDEX 100 0.1%
Value ($000) $688 Shares 15,010 Est. Cost $56.71 Unrealized
DOWDUPONT INC 0.1%
Value ($000) $687 Shares 10,421 Est. Cost $69.36 Unrealized
HDB HDFC BANK LTD ADR 0.1%
Value ($000) $666 Shares 6,345 Est. Cost $101.65 Unrealized
DLTR DOLLAR TREE, INC. 0.1%
Value ($000) $656 Shares 7,717 Est. Cost $76.30 Unrealized +20.9%
TORCHMARK CORP 0.1%
Value ($000) $652 Shares 8,009 Est. Cost $67.66 Unrealized
SANDERSON FARMS INC 0.1%
Value ($000) $631 Shares 6,000 Est. Cost $69.60 Unrealized
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $627 Shares 8,937 Est. Cost $31.57 Unrealized +90.1%
ETSY ETSY INC 0.1%
Value ($000) $616 Shares 14,600 Est. Cost $17.64 Unrealized +84.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $608 Shares 6,203 Est. Cost $73.38 Unrealized +20.7%
HALYARD HEALTH INC 0.1%
Value ($000) $588 Shares 10,274 Est. Cost $28.81 Unrealized
PNC PNC FINANCIAL SVCS GROUP 0.1%
Value ($000) $588 Shares 4,356 Est. Cost $67.68 Unrealized +64.9%
RF REGIONS FINANCIAL CORP 0.1%
Value ($000) $578 Shares 32,523 Est. Cost $13.90 Unrealized -0.7%
PANW PALO ALTO NETWORKS, INC. 0.1%
Value ($000) $577 Shares 2,809 Est. Cost $28.03 Unrealized +18.9%
TGT TARGET CORP COM 0.1%
Value ($000) $568 Shares 7,460 Est. Cost $55.23 Unrealized +8.0%
TOTAL SYS SVCS INC 0.1%
Value ($000) $566 Shares 6,700 Est. Cost $86.27 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $565 Shares 9,952 Est. Cost $22.51 Unrealized +43.0%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $564 Shares 2 Est. Cost $170664.90 Unrealized +71.6%
PSX PHILLIPS 66 0.1%
Value ($000) $562 Shares 5,002 Est. Cost $49.16 Unrealized +69.1%
NVS NOVARTIS AG-ADR 0.1%
Value ($000) $559 Shares 7,406 Est. Cost $81.05 Unrealized
CRANE COMPANY 0.1%
Value ($000) $559 Shares 6,975 Est. Cost $59.82 Unrealized
CRM SALESFORCE.COM INC 0.1%
Value ($000) $529 Shares 3,879 Est. Cost $114.46 Unrealized +10.1%
HAS HASBRO INC 0.1%
Value ($000) $525 Shares 5,690 Est. Cost $66.75 Unrealized 0.0%
EXPRESS SCRIPTS HOLDING CO. 0.1%
Value ($000) $519 Shares 6,726 Est. Cost $67.93 Unrealized
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $501 Shares 7,975 Est. Cost $47.51 Unrealized -13.5%
PAYPAL HOLDINGS INC 0.1%
Value ($000) $497 Shares 5,971 Est. Cost $78.19 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $480 Shares 17,355 Est. Cost $37.79 Unrealized
RAYTHEON CO 0.0%
Value ($000) $472 Shares 2,441 Est. Cost $161.85 Unrealized
PVH PHILLIPS VAN HEUSEN CP COM 0.0%
Value ($000) $457 Shares 3,050 Est. Cost $129.11 Unrealized +20.6%
APERGY CORPORATION 0.0%
Value ($000) $452 Shares 10,815 Est. Cost $41.79 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN 0.0%
Value ($000) $448 Shares 9,739 Est. Cost $44.63 Unrealized
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $443 Shares 18,900 Est. Cost $14.43 Unrealized +20.1%
OEF ISHARES S&P 100 INDEX FUND 0.0%
Value ($000) $441 Shares 3,690 Est. Cost $85.58 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $421 Shares 3,038 Est. Cost $132.14 Unrealized -7.2%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $414 Shares 23,024 Est. Cost $20.01 Unrealized -5.8%
CME CME GROUP INC 0.0%
Value ($000) $414 Shares 2,526 Est. Cost $85.26 Unrealized +46.3%
IYH ISHARES DJ US HEALTHCARE SEC 0.0%
Value ($000) $409 Shares 2,294 Est. Cost $117.10 Unrealized
GS GOLDMAN SACHS GROUP 0.0%
Value ($000) $405 Shares 1,838 Est. Cost $189.45 Unrealized +5.9%
EBAY EBAY INC 0.0%
Value ($000) $402 Shares 11,100 Est. Cost $20.30 Unrealized +70.6%
TIFFANY & CO NEW 0.0%
Value ($000) $401 Shares 3,044 Est. Cost $131.73 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $394 Shares 5,769 Est. Cost $28.25 Unrealized +85.0%
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $380 Shares 4,850 Est. Cost $41.79 Unrealized
THVB THOMASVILLE BANCSHARES INC 0.0%
Value ($000) $374 Shares 9,000 Est. Cost $31.80 Unrealized +0.4%
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $365 Shares 2,597 Est. Cost $108.38 Unrealized
BLD TOPBUILD CORP 0.0%
Value ($000) $364 Shares 4,649 Est. Cost $34.43 Unrealized +133.6%
HAL HALLIBURTON CO 0.0%
Value ($000) $351 Shares 7,800 Est. Cost $38.36 Unrealized +11.2%
HLT HILTON WORLDWIDE HOLDINGS INC 0.0%
Value ($000) $338 Shares 4,266 Est. Cost $55.58 Unrealized +42.7%
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $338 Shares 3,400 Est. Cost $40.40 Unrealized +122.6%
TDOC TELADOC INC 0.0%
Value ($000) $333 Shares 5,740 Est. Cost $33.21 Unrealized +47.1%
FIDELITY SOUTHERN CORPORATION 0.0%
Value ($000) $330 Shares 13,000 Est. Cost $23.08 Unrealized
IWO ISHARES TR RUSSELL 2000 GROWTH 0.0%
Value ($000) $319 Shares 1,560 Est. Cost $112.84 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $318 Shares 6,358 Est. Cost $39.88 Unrealized -6.6%
ROYAL DUTCH SHELL PLC B 0.0%
Value ($000) $315 Shares 4,330 Est. Cost $61.40 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $304 Shares 1,800 Est. Cost $131.33 Unrealized +17.9%
REG REGENCY CENTERS CORP 0.0%
Value ($000) $300 Shares 4,831 Est. Cost $43.82 Unrealized -1.8%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $293 Shares 6,337 Est. Cost $45.87 Unrealized +3.0%
PHM PULTEGROUP INC 0.0%
Value ($000) $292 Shares 10,159 Est. Cost $25.11 Unrealized +10.1%
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $287 Shares 5,150 Est. Cost $40.72 Unrealized
MAGELLAN MIDSTREAM PARTNERS, L 0.0%
Value ($000) $276 Shares 4,000 Est. Cost $54.50 Unrealized
MORN MORNINGSTAR INC 0.0%
Value ($000) $271 Shares 2,110 Est. Cost $90.03 Unrealized +27.0%
FEDERAL REALTY INV TRUST 0.0%
Value ($000) $266 Shares 2,105 Est. Cost $103.56 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $265 Shares 2,758 Est. Cost $73.90 Unrealized +10.8%
D DOMINION RES VA NEW 0.0%
Value ($000) $264 Shares 3,875 Est. Cost $46.38 Unrealized -0.0%
YUM YUM! BRANDS INC 0.0%
Value ($000) $253 Shares 3,239 Est. Cost $60.75 Unrealized +19.5%
EEM ISHARES TR MSCI EMG MKT ETF 0.0%
Value ($000) $246 Shares 5,676 Est. Cost $48.28 Unrealized
AETNA INC - NEW 0.0%
Value ($000) $241 Shares 1,315 Est. Cost $151.93 Unrealized
NFG NATIONAL FUEL GAS N J 0.0%
Value ($000) $238 Shares 4,500 Est. Cost $57.14 Unrealized -9.4%
WEC WEC ENERGY GROUP, INC 0.0%
Value ($000) $238 Shares 3,685 Est. Cost $51.71 Unrealized -5.7%
EQR EQUITY RESIDENTIAL PROPERTIES 0.0%
Value ($000) $237 Shares 3,720 Est. Cost $31.42 Unrealized +49.2%
NATIONAL-OILWELL VARCO, INC. 0.0%
Value ($000) $236 Shares 5,449 Est. Cost $36.89 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $234 Shares 2,560 Est. Cost $64.52 Unrealized +23.4%
ENERGEN CORP 0.0%
Value ($000) $233 Shares 3,195 Est. Cost $62.91 Unrealized
SAN BANCO SANTANDER SA ADS 0.0%
Value ($000) $231 Shares 43,309 Est. Cost $6.56 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $230 Shares 565 Est. Cost $106.50 Unrealized +13.5%
GLAXOSMITHKLINE PLC ADR 0.0%
Value ($000) $228 Shares 5,655 Est. Cost $39.08 Unrealized
KR KROGER CO 0.0%
Value ($000) $228 Shares 8,000 Est. Cost $22.97 Unrealized -6.9%
NUVEEN DOW 30SM DYNAMIC OVERWR 0.0%
Value ($000) $218 Shares 11,787 Est. Cost $18.49 Unrealized
XLI SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $217 Shares 3,026 Est. Cost $65.47 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $213 Shares 2,114 Est. Cost $71.86 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $204 Shares 1,000 Est. Cost $184.84 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value ($000) $203 Shares 1,550 Est. Cost $132.48 Unrealized 0.0%
ENERGY TRANSFER PARTNERS LP 0.0%
Value ($000) $194 Shares 10,210 Est. Cost $17.92 Unrealized
OGCP EMPIRE STATE REALTY OP LP SERI 0.0%
Value ($000) $183 Shares 10,737 Est. Cost $17.98 Unrealized
AMRX AMNEAL PHARMACEUTICALS LLC 0.0%
Value ($000) $164 Shares 10,000 Est. Cost $17.55 Unrealized 0.0%
CREDIT SUISSE GROUP-SPON ADR 0.0%
Value ($000) $156 Shares 10,469 Est. Cost $16.81 Unrealized
BTG PLC 0.0%
Value ($000) $89 Shares 13,007 Est. Cost $10.30 Unrealized
VEREIT INC 0.0%
Value ($000) $79 Shares 10,582 Est. Cost $7.75 Unrealized
AMPIO PHARMACEUTICALS INC 0.0%
Value ($000) $55 Shares 25,000 Est. Cost $2.20 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