MONTAG A & ASSOCIATES INC Diversified Active

CIK: 0000829407 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 7, 2018

Total Value ($000): $1,141,464 (100.0% shares, 0.0% debt)

Holdings (320)

SPY SPDR S&P 500 ETF TR TR UNIT 8.2%
Value ($000) $93,604 Shares 321,974 Est. Cost $221.27 Unrealized
IVV ISHARES TR CORE S&P500 ETF 5.8%
Value ($000) $65,866 Shares 225,006 Est. Cost $212.03 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTS 4.5%
Value ($000) $51,528 Shares 140,227 Est. Cost $229.17 Unrealized
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $30,510 Shares 220,813 Est. Cost $88.14 Unrealized +22.6%
KO COCA COLA CO COM 2.7%
Value ($000) $30,380 Shares 657,720 Est. Cost $30.00 Unrealized +21.0%
AAPL APPLE INC COM 1.8%
Value ($000) $20,671 Shares 91,569 Est. Cost $25.61 Unrealized +92.4%
HD HOME DEPOT INC 1.8%
Value ($000) $20,106 Shares 97,059 Est. Cost $86.07 Unrealized +95.1%
GOOG ALPHABET INC CAP STK CL C 1.6%
Value ($000) $17,857 Shares 14,962 Est. Cost $40.56 Unrealized +46.6%
MONMOUTH REAL ESTATE INVESTMEN 1.5%
Value ($000) $17,471 Shares 1,044,886 Est. Cost $16.72 Unrealized
MSFT MICROSOFT CORP COM 1.5%
Value ($000) $17,394 Shares 152,086 Est. Cost $55.06 Unrealized +83.1%
WMT WAL-MART STORES INC COM 1.4%
Value ($000) $15,697 Shares 167,154 Est. Cost $23.59 Unrealized +15.9%
CSCO CISCO SYS INC COM 1.4%
Value ($000) $15,541 Shares 319,451 Est. Cost $26.57 Unrealized +35.6%
MRK MERCK & CO INC COM 1.3%
Value ($000) $14,822 Shares 208,943 Est. Cost $40.07 Unrealized +26.4%
PEP PEPSICO INC COM 1.2%
Value ($000) $13,718 Shares 122,700 Est. Cost $75.79 Unrealized +19.2%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.1%
Value ($000) $13,087 Shares 61,123 Est. Cost $167.52 Unrealized +22.5%
UMH UMH PROPERTIES INC 1.1%
Value ($000) $12,673 Shares 810,288 Est. Cost $15.64 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT E 1.1%
Value ($000) $12,587 Shares 117,841 Est. Cost $101.89 Unrealized
V VISA INC - CLASS A 1.1%
Value ($000) $12,528 Shares 83,472 Est. Cost $90.63 Unrealized +49.1%
AMZN AMAZON COM INC 1.1%
Value ($000) $12,190 Shares 6,086 Est. Cost $42.57 Unrealized +120.9%
VIG VANGUARD DIVIDEND APPRECIATION 1.0%
Value ($000) $11,212 Shares 101,281 Est. Cost $71.30 Unrealized
ADBE ADOBE SYS INC COM 1.0%
Value ($000) $11,192 Shares 41,459 Est. Cost $52.44 Unrealized +391.7%
IWB ISHARES RUSSELL 1000 INDEX 0.9%
Value ($000) $10,754 Shares 66,500 Est. Cost $89.93 Unrealized
BA BOEING CO COM 0.9%
Value ($000) $10,637 Shares 28,601 Est. Cost $114.16 Unrealized +197.0%
EFX EQUIFAX INC 0.9%
Value ($000) $10,577 Shares 81,009 Est. Cost $53.66 Unrealized +127.8%
JPM JPMORGAN CHASE & CO COM 0.9%
Value ($000) $10,532 Shares 93,334 Est. Cost $52.92 Unrealized +75.0%
FISV FISERV INC 0.9%
Value ($000) $10,524 Shares 127,752 Est. Cost $47.33 Unrealized +65.8%
LLY LILLY ELI & CO 0.9%
Value ($000) $10,055 Shares 93,696 Est. Cost $73.46 Unrealized +22.9%
SUNTRUST BKS INC 0.9%
Value ($000) $9,892 Shares 148,111 Est. Cost $38.94 Unrealized
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $9,770 Shares 114,913 Est. Cost $56.31 Unrealized +3.4%
VO VANGUARD MID CAP ETF 0.9%
Value ($000) $9,751 Shares 59,387 Est. Cost $101.71 Unrealized
PFE PFIZER INC COM 0.8%
Value ($000) $9,340 Shares 211,941 Est. Cost $18.05 Unrealized +53.2%
IVW ISHARES TR S&P500 GRW 0.8%
Value ($000) $8,767 Shares 49,485 Est. Cost $159.41 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.7%
Value ($000) $8,437 Shares 63,903 Est. Cost $37.16 Unrealized +223.4%
ABT ABBOTT LABS 0.7%
Value ($000) $8,241 Shares 112,343 Est. Cost $42.68 Unrealized +35.5%
MKL MARKEL CORP 0.7%
Value ($000) $7,802 Shares 6,565 Est. Cost $631.49 Unrealized +86.4%
DISCOVERY COMMUNICATNS NEW COM 0.7%
Value ($000) $7,529 Shares 235,271 Est. Cost $22.78 Unrealized
CVX CHEVRON TEXACO CORP 0.6%
Value ($000) $7,348 Shares 60,095 Est. Cost $69.09 Unrealized +27.2%
TJX TJX COS INC NEW 0.6%
Value ($000) $7,137 Shares 63,715 Est. Cost $34.96 Unrealized +33.0%
INTC INTEL CORP 0.6%
Value ($000) $7,091 Shares 149,952 Est. Cost $36.58 Unrealized +13.5%
DHR DANAHER CORP DEL 0.6%
Value ($000) $6,886 Shares 63,376 Est. Cost $84.67 Unrealized +4.0%
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value ($000) $6,835 Shares 25,692 Est. Cost $116.38 Unrealized +98.2%
ABBVIE INC. 0.6%
Value ($000) $6,651 Shares 70,326 Est. Cost $43.87 Unrealized
XLF SELECT SECTOR SPDR TR SBI INT- 0.6%
Value ($000) $6,630 Shares 240,386 Est. Cost $21.37 Unrealized
ROYAL DUTCH SHELL PLC 0.6%
Value ($000) $6,529 Shares 95,820 Est. Cost $62.83 Unrealized
VFC V F CORP 0.5%
Value ($000) $6,087 Shares 65,136 Est. Cost $62.95 Unrealized +35.5%
FTV FORTIVE CORPORATION 0.5%
Value ($000) $6,000 Shares 71,253 Est. Cost $37.48 Unrealized +32.7%
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $5,968 Shares 4,944 Est. Cost $42.41 Unrealized +41.7%
BAC BANK AMER CORP COM 0.5%
Value ($000) $5,669 Shares 192,443 Est. Cost $15.54 Unrealized +63.9%
IBM INTERNATIONAL BUSINESS MACHS C 0.5%
Value ($000) $5,617 Shares 37,148 Est. Cost $116.67 Unrealized -13.2%
COP CONOCOPHILIPS 0.5%
Value ($000) $5,514 Shares 71,246 Est. Cost $32.88 Unrealized +71.4%
GPC GENUINE PARTS CO 0.5%
Value ($000) $5,484 Shares 55,169 Est. Cost $60.46 Unrealized +30.9%
ELV ANTHEM INC 0.5%
Value ($000) $5,481 Shares 20,000 Est. Cost $202.28 Unrealized +16.4%
WALGREENS BOOTS ALLIANCE, INC. 0.5%
Value ($000) $5,369 Shares 73,652 Est. Cost $74.71 Unrealized
EOG EOG RESOURCES INC 0.5%
Value ($000) $5,332 Shares 41,799 Est. Cost $60.60 Unrealized +50.8%
QUINTILES IMS HOLDING 0.5%
Value ($000) $5,180 Shares 39,923 Est. Cost $129.75 Unrealized
XLK AMEX TECHNOLOGY SECTOR SPDR 0.5%
Value ($000) $5,168 Shares 68,604 Est. Cost $70.04 Unrealized
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $5,155 Shares 61,936 Est. Cost $57.58 Unrealized +17.7%
RIO RIO TINTO PLC SPONSORED ADR 0.4%
Value ($000) $5,022 Shares 98,438 Est. Cost $29.81 Unrealized
MDT MEDTRONIC PLC 0.4%
Value ($000) $4,903 Shares 49,839 Est. Cost $73.47 Unrealized +3.8%
VMC VULCAN MATLS CO 0.4%
Value ($000) $4,877 Shares 43,857 Est. Cost $69.31 Unrealized +56.8%
LKQ LKQ CORP 0.4%
Value ($000) $4,735 Shares 149,515 Est. Cost $23.83 Unrealized +25.2%
NSRGY NESTLE S A - ADR REG SHS 0.4%
Value ($000) $4,505 Shares 53,787 Est. Cost $65.89 Unrealized
MMM 3M CO 0.4%
Value ($000) $4,450 Shares 21,118 Est. Cost $89.95 Unrealized +47.0%
IJR ISHARES TR CORE S&P SCP ETF 0.4%
Value ($000) $4,325 Shares 49,574 Est. Cost $96.06 Unrealized
KRE KBW REGIONAL BANKING ETF 0.4%
Value ($000) $4,312 Shares 72,574 Est. Cost $38.73 Unrealized
UNP UNION PAC CORP 0.4%
Value ($000) $4,225 Shares 25,950 Est. Cost $75.59 Unrealized +69.1%
AIG AMERICAN INTL GROUP 0.4%
Value ($000) $4,221 Shares 79,286 Est. Cost $36.90 Unrealized +19.7%
EW EDWARDS LIFESCIENCES 0.4%
Value ($000) $4,208 Shares 24,168 Est. Cost $17.79 Unrealized +174.9%
IWM ISHARES TRUST RUSSELL 2000 IND 0.4%
Value ($000) $4,098 Shares 24,311 Est. Cost $149.99 Unrealized
FE FIRSTENERGY CORP COM 0.4%
Value ($000) $4,096 Shares 110,189 Est. Cost $23.30 Unrealized +16.2%
MAS MASCO CORP COM 0.4%
Value ($000) $4,085 Shares 111,618 Est. Cost $17.85 Unrealized +91.3%
VNQ VANGUARD INDEX FDS REIT ETF 0.4%
Value ($000) $4,034 Shares 50,000 Est. Cost $77.72 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $3,963 Shares 11,456 Est. Cost $73.52 Unrealized +259.4%
DEO DIAGEO PLC-SPONSORED ADR NEW 0.3%
Value ($000) $3,894 Shares 27,487 Est. Cost $114.99 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $3,792 Shares 22,788 Est. Cost $91.98 Unrealized +32.2%
CPRT COPART INC 0.3%
Value ($000) $3,758 Shares 72,925 Est. Cost $7.00 Unrealized +113.5%
URI UNITED RENTALS INC. 0.3%
Value ($000) $3,667 Shares 22,417 Est. Cost $83.40 Unrealized +80.7%
SIEGY SIEMENS AG SPONS ADR 0.3%
Value ($000) $3,610 Shares 56,335 Est. Cost $81.71 Unrealized
BP BP AMOCO PLC - SPONS ADR 0.3%
Value ($000) $3,598 Shares 78,048 Est. Cost $38.66 Unrealized
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $3,569 Shares 16,033 Est. Cost $195.74 Unrealized +2.4%
EMN EASTMAN CHEM CO 0.3%
Value ($000) $3,537 Shares 36,950 Est. Cost $55.91 Unrealized +36.5%
NKE NIKE INC CL B 0.3%
Value ($000) $3,533 Shares 41,699 Est. Cost $46.92 Unrealized +55.5%
WRB WR BERKLEY CORP 0.3%
Value ($000) $3,498 Shares 43,762 Est. Cost $9.58 Unrealized +100.3%
BWA BORGWARNER INC COM 0.3%
Value ($000) $3,415 Shares 79,823 Est. Cost $33.05 Unrealized +5.8%
IJH ISHARES TRUST S&P MIDCAP 400 0.3%
Value ($000) $3,222 Shares 16,009 Est. Cost $116.68 Unrealized
MPC MARATHON PETROLEUM CORP 0.3%
Value ($000) $3,214 Shares 40,196 Est. Cost $55.64 Unrealized +12.4%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $3,114 Shares 13,259 Est. Cost $90.08 Unrealized +125.5%
SLB SCHLUMBERGER LTD COM 0.3%
Value ($000) $3,045 Shares 49,991 Est. Cost $56.44 Unrealized -7.8%
UNITED TECHNOLOGIES CP 0.3%
Value ($000) $3,030 Shares 21,670 Est. Cost $94.95 Unrealized
ALLERGAN PLC 0.3%
Value ($000) $3,028 Shares 15,899 Est. Cost $190.45 Unrealized
XLI SELECT SECTOR SPDR TR SBI INT- 0.3%
Value ($000) $3,025 Shares 38,586 Est. Cost $77.38 Unrealized
IBB ISHARES NASDAQ BIOTECH ETF 0.3%
Value ($000) $2,989 Shares 24,515 Est. Cost $121.93 Unrealized
STT STATE STREET CORP 0.3%
Value ($000) $2,960 Shares 35,325 Est. Cost $45.02 Unrealized +53.9%
WY WEYERHAEUSER CO 0.3%
Value ($000) $2,941 Shares 91,140 Est. Cost $20.26 Unrealized +27.9%
BANC BANC OF CALIFORNIA INC COM 0.3%
Value ($000) $2,893 Shares 153,057 Est. Cost $15.21 Unrealized +9.5%
BMY BRISTOL MYERS SQUIBB 0.3%
Value ($000) $2,860 Shares 46,062 Est. Cost $41.17 Unrealized +9.3%
CVS CVS HEALTH CORP. 0.2%
Value ($000) $2,827 Shares 35,912 Est. Cost $55.55 Unrealized +1.7%
SPHQ INVESCO S&P 500 QUALITY ETF 0.2%
Value ($000) $2,820 Shares 85,973 Est. Cost $30.01 Unrealized
DIA SPDR DJIA TRUST 0.2%
Value ($000) $2,785 Shares 10,535 Est. Cost $186.62 Unrealized
MS MORGAN STANLEY DEAN WITTER COM 0.2%
Value ($000) $2,763 Shares 59,334 Est. Cost $25.87 Unrealized +50.5%
HD SUPPLY HOLDINGS, INC. 0.2%
Value ($000) $2,756 Shares 64,400 Est. Cost $29.57 Unrealized
DIS WALT DISNEY CO 0.2%
Value ($000) $2,725 Shares 23,299 Est. Cost $88.36 Unrealized +20.6%
WFC WELLS FARGO & CO NEW COM 0.2%
Value ($000) $2,683 Shares 51,040 Est. Cost $33.35 Unrealized +39.5%
MET METLIFE INC COM 0.2%
Value ($000) $2,661 Shares 56,953 Est. Cost $31.46 Unrealized +13.0%
TORTOISE ENERGY INFRASTRUCTURE 0.2%
Value ($000) $2,627 Shares 97,553 Est. Cost $26.93 Unrealized
ROST ROSS STORES INC 0.2%
Value ($000) $2,619 Shares 26,425 Est. Cost $85.36 Unrealized 0.0%
RPM RPM INC 0.2%
Value ($000) $2,602 Shares 40,072 Est. Cost $64.41 Unrealized 0.0%
ALEXION PHARMACEUTICALS 0.2%
Value ($000) $2,510 Shares 18,054 Est. Cost $129.82 Unrealized
COF CAPITAL ONE FINANCIAL CORP. 0.2%
Value ($000) $2,420 Shares 25,489 Est. Cost $61.53 Unrealized +39.2%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $2,414 Shares 14,406 Est. Cost $16.50 Unrealized +114.9%
PPG PPG INDS INC 0.2%
Value ($000) $2,360 Shares 21,622 Est. Cost $87.04 Unrealized +8.8%
AERIE PHARMACEUTICALS INC 0.2%
Value ($000) $2,360 Shares 38,340 Est. Cost $61.55 Unrealized
WTW WILLIS TOWERS WATSON PUBLIC LI 0.2%
Value ($000) $2,339 Shares 16,593 Est. Cost $100.14 Unrealized +36.3%
FDX FEDEX CORP 0.2%
Value ($000) $2,329 Shares 9,673 Est. Cost $190.02 Unrealized +11.7%
VEA VANGUARD FTSE DEVELOPED MARKET 0.2%
Value ($000) $2,280 Shares 52,689 Est. Cost $39.81 Unrealized
CIEN CIENA CORPORATION 0.2%
Value ($000) $2,279 Shares 72,960 Est. Cost $28.02 Unrealized 0.0%
DOV DOVER CORP 0.2%
Value ($000) $2,225 Shares 25,130 Est. Cost $68.91 Unrealized +7.1%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $2,212 Shares 13,220 Est. Cost $111.70 Unrealized +20.7%
RAYTHEON CO 0.2%
Value ($000) $2,207 Shares 10,681 Est. Cost $196.40 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $2,162 Shares 20,306 Est. Cost $87.78 Unrealized +7.2%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $2,160 Shares 8,276 Est. Cost $110.09 Unrealized +100.1%
PFG PRINCIPAL FINANCIAL GROUP 0.2%
Value ($000) $2,156 Shares 36,800 Est. Cost $27.44 Unrealized +52.2%
DCI DONALDSON INC 0.2%
Value ($000) $2,153 Shares 36,950 Est. Cost $44.62 Unrealized 0.0%
CBRE CBRE GROUP INC CL A 0.2%
Value ($000) $2,149 Shares 48,722 Est. Cost $24.28 Unrealized +96.4%
ORCL ORACLE CORP 0.2%
Value ($000) $2,109 Shares 40,908 Est. Cost $42.76 Unrealized +1.9%
EXC EXELON CORPORATION 0.2%
Value ($000) $2,106 Shares 48,240 Est. Cost $20.53 Unrealized +16.0%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $2,062 Shares 19,217 Est. Cost $68.84 Unrealized +31.1%
T AT&T INC 0.2%
Value ($000) $2,054 Shares 61,157 Est. Cost $13.97 Unrealized +3.6%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $2,025 Shares 20,676 Est. Cost $68.94 Unrealized
GLW CORNING INC 0.2%
Value ($000) $1,915 Shares 54,245 Est. Cost $13.56 Unrealized +95.3%
VEONEER INC 0.2%
Value ($000) $1,893 Shares 34,375 Est. Cost $55.07 Unrealized
GLD SPDR GOLD TRUST 0.2%
Value ($000) $1,821 Shares 16,150 Est. Cost $119.10 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $1,792 Shares 41,716 Est. Cost $24.11 Unrealized +47.6%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,745 Shares 21,804 Est. Cost $53.02 Unrealized +13.2%
VISTRA ENERGY CORP 0.2%
Value ($000) $1,722 Shares 69,200 Est. Cost $24.88 Unrealized
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $1,696 Shares 150,198 Est. Cost $19.48 Unrealized
BSX BOSTON SCIENTIFIC CORPORATION 0.1%
Value ($000) $1,612 Shares 41,877 Est. Cost $30.16 Unrealized +15.8%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $1,585 Shares 23,300 Est. Cost $45.23 Unrealized +18.6%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $1,560 Shares 13,365 Est. Cost $67.47 Unrealized +31.1%
KTOS KRATOS DEFENSE AND SECURITY SO 0.1%
Value ($000) $1,550 Shares 104,890 Est. Cost $13.21 Unrealized 0.0%
BIDU BAIDU INC SPN ADR 0.1%
Value ($000) $1,542 Shares 6,745 Est. Cost $245.86 Unrealized
XLE AMEX ENERGY SECTOR SPDR 0.1%
Value ($000) $1,539 Shares 20,321 Est. Cost $67.64 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $1,537 Shares 10,080 Est. Cost $120.51 Unrealized 0.0%
ACN ACCENTURE PLC 0.1%
Value ($000) $1,523 Shares 8,946 Est. Cost $65.97 Unrealized +126.2%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,522 Shares 18,662 Est. Cost $52.30 Unrealized +6.1%
NNN NATIONAL RETAIL PROPERTIES INC 0.1%
Value ($000) $1,502 Shares 33,522 Est. Cost $44.81 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,501 Shares 8,315 Est. Cost $69.01 Unrealized +113.2%
EATON VANCE CORP COM NON VTG 0.1%
Value ($000) $1,489 Shares 28,335 Est. Cost $37.60 Unrealized
FIDELITY SOUTHERN CORPORATION 0.1%
Value ($000) $1,481 Shares 59,776 Est. Cost $24.41 Unrealized
BB&T CORP 0.1%
Value ($000) $1,476 Shares 30,404 Est. Cost $43.57 Unrealized
SELECT INCOME REIT 0.1%
Value ($000) $1,468 Shares 66,919 Est. Cost $21.94 Unrealized
KMX CARMAX INC COM 0.1%
Value ($000) $1,451 Shares 19,430 Est. Cost $76.27 Unrealized 0.0%
PRF INVESCO FTSE RAFI US 1000 ETF 0.1%
Value ($000) $1,418 Shares 11,935 Est. Cost $112.61 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,394 Shares 20,816 Est. Cost $44.76 Unrealized +25.1%
VXUS VANGUARD TOTAL INTERNATIONAL S 0.1%
Value ($000) $1,363 Shares 25,248 Est. Cost $53.21 Unrealized
COR AMERISOURCEBERGEN CORP. 0.1%
Value ($000) $1,355 Shares 14,696 Est. Cost $63.65 Unrealized +5.5%
MARATHON OIL CORP 0.1%
Value ($000) $1,322 Shares 56,786 Est. Cost $23.28 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.1%
Value ($000) $1,304 Shares 20,885 Est. Cost $42.62 Unrealized +24.9%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $1,301 Shares 11,449 Est. Cost $73.45 Unrealized +17.8%
RWT REDWOOD TRUST, INC. 0.1%
Value ($000) $1,294 Shares 79,650 Est. Cost $16.69 Unrealized
SPB SPECTRUM BRANDS HLDGS INC COM 0.1%
Value ($000) $1,293 Shares 17,300 Est. Cost $82.40 Unrealized +2.7%
ZOETIS INC. 0.1%
Value ($000) $1,275 Shares 13,921 Est. Cost $91.59 Unrealized
R RYDER SYS INC 0.1%
Value ($000) $1,231 Shares 16,850 Est. Cost $65.36 Unrealized +16.6%
VWO VANGUARD INTL EQUITY INDEX FD 0.1%
Value ($000) $1,227 Shares 29,926 Est. Cost $44.27 Unrealized
RHI ROBERT HALF INTERNATIONAL INC 0.1%
Value ($000) $1,211 Shares 17,203 Est. Cost $57.15 Unrealized +28.2%
IYT ISHARES DJ US TRANSPORTATION I 0.1%
Value ($000) $1,209 Shares 5,910 Est. Cost $179.01 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,193 Shares 20,988 Est. Cost $32.27 Unrealized +39.7%
STKL SUNOPTA INC COM 0.1%
Value ($000) $1,187 Shares 161,500 Est. Cost $7.71 Unrealized +3.4%
BABA ALIBABA GROUP HOLDING 0.1%
Value ($000) $1,169 Shares 7,093 Est. Cost $177.65 Unrealized
HII HUNTINGTON INGALLS INDS INC CO 0.1%
Value ($000) $1,159 Shares 4,527 Est. Cost $46.65 Unrealized +337.9%
ALLEGHANY CORP DEL 0.1%
Value ($000) $1,154 Shares 1,768 Est. Cost $476.42 Unrealized
TORTOISE POWER AND ENERGY INFR 0.1%
Value ($000) $1,148 Shares 60,183 Est. Cost $19.08 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $1,127 Shares 15,709 Est. Cost $42.82 Unrealized +27.9%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,102 Shares 7,806 Est. Cost $123.15 Unrealized -4.7%
XLU UTILITIES SELECT SECTOR SPDR 0.1%
Value ($000) $1,091 Shares 20,723 Est. Cost $52.14 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $1,078 Shares 24,716 Est. Cost $31.94 Unrealized +7.3%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $1,069 Shares 11,561 Est. Cost $81.44 Unrealized +2.9%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $1,061 Shares 20,811 Est. Cost $40.66 Unrealized +5.0%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $1,054 Shares 2,830 Est. Cost $218.67 Unrealized +22.2%
MARVELL TECHNOLOGY GROUP LTD O 0.1%
Value ($000) $1,011 Shares 52,408 Est. Cost $13.14 Unrealized
TIFFANY & CO NEW 0.1%
Value ($000) $977 Shares 7,573 Est. Cost $130.11 Unrealized
OXY OCCIDENTAL PETE CP DEL 0.1%
Value ($000) $973 Shares 11,841 Est. Cost $67.74 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $957 Shares 12,496 Est. Cost $43.91 Unrealized +41.1%
HARRIS CORP DEL 0.1%
Value ($000) $925 Shares 5,465 Est. Cost $49.22 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $919 Shares 10,750 Est. Cost $68.07 Unrealized +25.2%
LW LAMB WESTON HOLDINGS 0.1%
Value ($000) $906 Shares 13,600 Est. Cost $48.00 Unrealized +28.0%
TERRAFORM POWER INC 0.1%
Value ($000) $897 Shares 77,700 Est. Cost $11.54 Unrealized
TOTAL SYS SVCS INC 0.1%
Value ($000) $896 Shares 9,073 Est. Cost $89.53 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $883 Shares 3,306 Est. Cost $194.29 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $865 Shares 6,518 Est. Cost $138.82 Unrealized -11.3%
AMGN AMGEN INC 0.1%
Value ($000) $863 Shares 4,165 Est. Cost $117.26 Unrealized +34.2%
CB CHUBB LTD 0.1%
Value ($000) $857 Shares 6,410 Est. Cost $103.24 Unrealized +15.5%
AIVL WISDOMTREE DIVIDEND EX-FIN ETF 0.1%
Value ($000) $855 Shares 9,455 Est. Cost $62.84 Unrealized
SITE SITEONE LANDSCAPE SUPPLY, INC. 0.1%
Value ($000) $844 Shares 11,200 Est. Cost $30.83 Unrealized +184.6%
CIGNA CORP 0.1%
Value ($000) $800 Shares 3,843 Est. Cost $208.17 Unrealized
ADP AUTOMATIC DATA PROCESS 0.1%
Value ($000) $791 Shares 5,250 Est. Cost $55.10 Unrealized +119.2%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $777 Shares 4,650 Est. Cost $72.69 Unrealized +87.0%
UNITED HEALTH PRODS INC 0.1%
Value ($000) $772 Shares 1,139,000 Est. Cost $0.68 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $763 Shares 7,647 Est. Cost $65.56 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $763 Shares 9,879 Est. Cost $55.94 Unrealized +1.6%
FIS FIDELITY NATIONAL INFORMATION 0.1%
Value ($000) $763 Shares 7,000 Est. Cost $43.50 Unrealized +115.9%
IOO ISHARES S&P GLOBAL INDEX 100 0.1%
Value ($000) $733 Shares 15,010 Est. Cost $56.71 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $715 Shares 7,877 Est. Cost $35.34 Unrealized +123.1%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $714 Shares 2,250 Est. Cost $157.82 Unrealized +70.9%
FACEBOOK INC-A 0.1%
Value ($000) $711 Shares 4,321 Est. Cost $164.55 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.1%
Value ($000) $706 Shares 3,880 Est. Cost $187.11 Unrealized +4.5%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $703 Shares 6,885 Est. Cost $84.33 Unrealized +1.5%
LOW LOWES COS INC 0.1%
Value ($000) $700 Shares 6,096 Est. Cost $78.75 Unrealized +15.6%
DLTR DOLLAR TREE, INC. 0.1%
Value ($000) $698 Shares 8,565 Est. Cost $77.44 Unrealized +13.4%
DOWDUPONT INC 0.1%
Value ($000) $697 Shares 10,845 Est. Cost $69.16 Unrealized
TORCHMARK CORP 0.1%
Value ($000) $694 Shares 8,009 Est. Cost $67.66 Unrealized
CRANE COMPANY 0.1%
Value ($000) $686 Shares 6,975 Est. Cost $59.82 Unrealized
ETSY ETSY INC 0.1%
Value ($000) $664 Shares 12,930 Est. Cost $17.64 Unrealized +161.0%
WPP WPP GROUP PLC 0.1%
Value ($000) $663 Shares 9,050 Est. Cost $95.14 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $658 Shares 7,460 Est. Cost $55.23 Unrealized +23.0%
GS GOLDMAN SACHS GROUP 0.1%
Value ($000) $648 Shares 2,888 Est. Cost $191.97 Unrealized +2.3%
HSY HERSHEY FOODS CORP 0.1%
Value ($000) $642 Shares 6,296 Est. Cost $83.10 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $640 Shares 2 Est. Cost $170664.90 Unrealized +81.5%
PANW PALO ALTO NETWORKS, INC. 0.1%
Value ($000) $637 Shares 2,829 Est. Cost $28.03 Unrealized +29.9%
SANDERSON FARMS INC 0.1%
Value ($000) $620 Shares 6,000 Est. Cost $69.60 Unrealized
THO THOR INDUSTRIES 0.1%
Value ($000) $617 Shares 7,375 Est. Cost $86.64 Unrealized -5.9%
CRM SALESFORCE.COM INC 0.1%
Value ($000) $617 Shares 3,879 Est. Cost $114.46 Unrealized +28.1%
EPD ENTERPRISE PRODUCTS PARTNERS 0.1%
Value ($000) $614 Shares 21,355 Est. Cost $36.09 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $600 Shares 9,952 Est. Cost $22.51 Unrealized +49.1%
ABCB AMERIS BANCORP 0.1%
Value ($000) $600 Shares 13,121 Est. Cost $48.15 Unrealized -7.4%
RF REGIONS FINANCIAL CORP 0.1%
Value ($000) $597 Shares 32,523 Est. Cost $13.90 Unrealized +0.3%
VTI VANGUARD TOTAL STOCK MARKET ET 0.1%
Value ($000) $591 Shares 3,949 Est. Cost $122.51 Unrealized
NVS NOVARTIS AG-ADR 0.1%
Value ($000) $586 Shares 6,796 Est. Cost $81.05 Unrealized
CERNER CORP 0.1%
Value ($000) $580 Shares 9,000 Est. Cost $64.44 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $567 Shares 5,028 Est. Cost $49.16 Unrealized +75.0%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $557 Shares 16,290 Est. Cost $33.29 Unrealized 0.0%
PNC PNC FINANCIAL SVCS GROUP 0.0%
Value ($000) $553 Shares 4,061 Est. Cost $67.68 Unrealized +61.7%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $551 Shares 5,750 Est. Cost $95.83 Unrealized
HCA HCA INC 0.0%
Value ($000) $543 Shares 3,900 Est. Cost $116.61 Unrealized 0.0%
PAYPAL HOLDINGS INC 0.0%
Value ($000) $535 Shares 6,088 Est. Cost $78.38 Unrealized
IBP INSTALLED BUILDING PRODUCTS 0.0%
Value ($000) $522 Shares 13,373 Est. Cost $51.94 Unrealized -10.6%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $499 Shares 5,100 Est. Cost $78.65 Unrealized 0.0%
TDOC TELADOC INC 0.0%
Value ($000) $496 Shares 5,740 Est. Cost $33.21 Unrealized +114.6%
LBRDK LIBERTY BROADBAND CORP SR C 0.0%
Value ($000) $481 Shares 5,700 Est. Cost $74.64 Unrealized 0.0%
OEF ISHARES S&P 100 INDEX FUND 0.0%
Value ($000) $478 Shares 3,690 Est. Cost $85.58 Unrealized
APERGY CORPORATION 0.0%
Value ($000) $471 Shares 10,815 Est. Cost $41.79 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $466 Shares 5,450 Est. Cost $46.61 Unrealized
IYH ISHARES DJ US HEALTHCARE SEC 0.0%
Value ($000) $465 Shares 2,294 Est. Cost $117.10 Unrealized
SJM J M SMUCKER CO/THE NEW COM 0.0%
Value ($000) $459 Shares 4,470 Est. Cost $86.02 Unrealized 0.0%
USB US BANCORP DEL 0.0%
Value ($000) $455 Shares 8,624 Est. Cost $39.68 Unrealized -1.4%
SYY SYSCO CORP 0.0%
Value ($000) $453 Shares 6,189 Est. Cost $30.35 Unrealized +95.3%
VGK VANGUARD MSCI EUROPE ETF 0.0%
Value ($000) $441 Shares 7,853 Est. Cost $53.99 Unrealized
BROOKFIELD PROPERTY P LP 0.0%
Value ($000) $434 Shares 20,785 Est. Cost $20.88 Unrealized
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $432 Shares 18,900 Est. Cost $14.43 Unrealized +16.6%
CME CME GROUP INC 0.0%
Value ($000) $430 Shares 2,526 Est. Cost $85.26 Unrealized +51.4%
DAL DELTA AIR LINES INC DEL COM NE 0.0%
Value ($000) $422 Shares 7,304 Est. Cost $48.05 Unrealized +7.0%
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $420 Shares 3,400 Est. Cost $40.40 Unrealized +171.5%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $412 Shares 23,024 Est. Cost $20.01 Unrealized -9.2%
EPP ISHARES MSCI PACIFIC EX-JAPAN 0.0%
Value ($000) $404 Shares 8,900 Est. Cost $44.63 Unrealized
ROK ROCKWELL AUTOMATION INC NEW 0.0%
Value ($000) $402 Shares 2,145 Est. Cost $156.22 Unrealized 0.0%
TE CONNECTIVITY LTD 0.0%
Value ($000) $396 Shares 4,500 Est. Cost $88.00 Unrealized
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $389 Shares 7,053 Est. Cost $47.51 Unrealized -12.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $388 Shares 10,037 Est. Cost $43.96 Unrealized -7.4%
QRVO QORVO INC COM 0.0%
Value ($000) $381 Shares 4,950 Est. Cost $80.09 Unrealized 0.0%
THVB THOMASVILLE BANCSHARES INC 0.0%
Value ($000) $369 Shares 9,000 Est. Cost $31.80 Unrealized +4.4%
EBAY EBAY INC 0.0%
Value ($000) $367 Shares 11,100 Est. Cost $20.30 Unrealized +51.9%
IWO ISHARES TR RUSSELL 2000 GROWTH 0.0%
Value ($000) $352 Shares 1,635 Est. Cost $117.54 Unrealized
NVR NVR INC COM 0.0%
Value ($000) $346 Shares 140 Est. Cost $2760.96 Unrealized 0.0%
HLT HILTON WORLDWIDE HOLDINGS INC 0.0%
Value ($000) $345 Shares 4,266 Est. Cost $55.58 Unrealized +38.5%
BLACKROCK, INC 0.0%
Value ($000) $344 Shares 730 Est. Cost $471.23 Unrealized
AQUA AMERICA INC COM 0.0%
Value ($000) $341 Shares 9,241 Est. Cost $36.90 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $340 Shares 1,916 Est. Cost $132.91 Unrealized +18.5%
ADT CORPORATION 0.0%
Value ($000) $330 Shares 35,100 Est. Cost $9.40 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $326 Shares 8,050 Est. Cost $38.28 Unrealized -7.1%
PDC ENERGY INC 0.0%
Value ($000) $323 Shares 6,600 Est. Cost $48.94 Unrealized
KIM KIMCO REALTY CORP 0.0%
Value ($000) $320 Shares 19,100 Est. Cost $11.76 Unrealized 0.0%
REG REGENCY CENTERS CORP 0.0%
Value ($000) $312 Shares 4,831 Est. Cost $43.82 Unrealized +7.6%
ROYAL DUTCH SHELL PLC B 0.0%
Value ($000) $300 Shares 4,232 Est. Cost $61.40 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $294 Shares 3,239 Est. Cost $60.75 Unrealized +20.0%
LEN LENNAR CORP 0.0%
Value ($000) $286 Shares 6,135 Est. Cost $46.22 Unrealized 0.0%
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $286 Shares 5,150 Est. Cost $40.72 Unrealized
CPB CAMPBELL SOUP COMPANY 0.0%
Value ($000) $280 Shares 7,631 Est. Cost $31.86 Unrealized 0.0%
IYW ISHARES US TECHNOLOGY ETF 0.0%
Value ($000) $279 Shares 1,439 Est. Cost $193.88 Unrealized
ENERGEN CORP 0.0%
Value ($000) $275 Shares 3,195 Est. Cost $62.91 Unrealized
D DOMINION RES VA NEW 0.0%
Value ($000) $272 Shares 3,875 Est. Cost $46.38 Unrealized +10.0%
MAGELLAN MIDSTREAM PARTNERS, L 0.0%
Value ($000) $271 Shares 4,000 Est. Cost $54.50 Unrealized
AETNA INC - NEW 0.0%
Value ($000) $267 Shares 1,315 Est. Cost $151.93 Unrealized
FEDERAL REALTY INV TRUST 0.0%
Value ($000) $266 Shares 2,105 Est. Cost $103.56 Unrealized
MORN MORNINGSTAR INC 0.0%
Value ($000) $266 Shares 2,110 Est. Cost $90.03 Unrealized +49.7%
BLD TOPBUILD CORP 0.0%
Value ($000) $264 Shares 4,649 Est. Cost $34.43 Unrealized +106.9%
CBL AND ASSOCIATES PROPERTIES 0.0%
Value ($000) $262 Shares 65,590 Est. Cost $3.99 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $257 Shares 565 Est. Cost $106.50 Unrealized +30.2%
QURATE RETAIL INC 0.0%
Value ($000) $255 Shares 11,500 Est. Cost $22.17 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $253 Shares 2,560 Est. Cost $64.52 Unrealized +27.2%
RVTY PERKINELMER INC 0.0%
Value ($000) $253 Shares 2,600 Est. Cost $84.34 Unrealized 0.0%
NFG NATIONAL FUEL GAS N J 0.0%
Value ($000) $252 Shares 4,500 Est. Cost $57.14 Unrealized -3.4%
ARCONIC INC 0.0%
Value ($000) $249 Shares 11,300 Est. Cost $22.04 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $248 Shares 4,642 Est. Cost $35.64 Unrealized 0.0%
WEC WEC ENERGY GROUP, INC 0.0%
Value ($000) $246 Shares 3,685 Est. Cost $51.71 Unrealized +2.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $246 Shares 7,316 Est. Cost $33.08 Unrealized 0.0%
EQR EQUITY RESIDENTIAL PROPERTIES 0.0%
Value ($000) $246 Shares 3,720 Est. Cost $31.42 Unrealized +59.8%
ADSK AUTODESK INC 0.0%
Value ($000) $242 Shares 1,550 Est. Cost $132.48 Unrealized +6.6%
OPK OPKO HEALTH INC 0.0%
Value ($000) $236 Shares 68,290 Est. Cost $5.26 Unrealized 0.0%
NATIONAL-OILWELL VARCO, INC. 0.0%
Value ($000) $235 Shares 5,449 Est. Cost $36.89 Unrealized
NUVEEN DOW 30SM DYNAMIC OVERWR 0.0%
Value ($000) $233 Shares 11,787 Est. Cost $18.49 Unrealized
AMRX AMNEAL PHARMACEUTICALS LLC 0.0%
Value ($000) $222 Shares 10,000 Est. Cost $17.55 Unrealized +19.9%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $222 Shares 2,458 Est. Cost $74.90 Unrealized +4.5%
AYI ACUITY BRANDS INC 0.0%
Value ($000) $221 Shares 1,403 Est. Cost $140.00 Unrealized 0.0%
ALLISON TRANSMISSION HOLDING 0.0%
Value ($000) $218 Shares 4,200 Est. Cost $51.90 Unrealized
CHKP CHECK POINT SOFTWARE TECHNOLOG 0.0%
Value ($000) $216 Shares 1,837 Est. Cost $113.61 Unrealized 0.0%
ETN EATON CORPORATION, PLC 0.0%
Value ($000) $214 Shares 2,465 Est. Cost $71.13 Unrealized 0.0%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $212 Shares 2,119 Est. Cost $71.86 Unrealized +9.5%
NFLX NETFLIX INC 0.0%
Value ($000) $210 Shares 561 Est. Cost $32.57 Unrealized +11.4%
GPN GLOBAL PAYMENTS INC. 0.0%
Value ($000) $209 Shares 1,640 Est. Cost $114.48 Unrealized 0.0%
JPMORGAN ALERIAN MLP ETN 0.0%
Value ($000) $206 Shares 7,510 Est. Cost $27.43 Unrealized
MYLAN LABS INC 0.0%
Value ($000) $200 Shares 5,472 Est. Cost $37.91 Unrealized
VLY VALLEY NATIONAL BANCORP 0.0%
Value ($000) $195 Shares 17,300 Est. Cost $12.07 Unrealized 0.0%
OGCP EMPIRE STATE REALTY OP LP SERI 0.0%
Value ($000) $178 Shares 10,737 Est. Cost $17.98 Unrealized
CHESAPEAKE ENERGY CORP. 0.0%
Value ($000) $163 Shares 36,200 Est. Cost $4.50 Unrealized
BTG PLC 0.0%
Value ($000) $95 Shares 13,007 Est. Cost $10.30 Unrealized
VEREIT INC 0.0%
Value ($000) $77 Shares 10,582 Est. Cost $7.75 Unrealized
SAN BANCO SANTANDER SA ADS 0.0%
Value ($000) $64 Shares 12,757 Est. Cost $6.56 Unrealized
AMPIO PHARMACEUTICALS INC 0.0%
Value ($000) $23 Shares 45,000 Est. Cost $1.45 Unrealized
ATHERSYS INC COM 0.0%
Value ($000) $21 Shares 10,000 Est. Cost $2.10 Unrealized
U.S. TECHNOLOGIES 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized