MONTAG A & ASSOCIATES INC Diversified Active

CIK: 0000829407 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 1, 2019

Total Value ($000): $1,078,536 (100.0% shares, 0.0% debt)

Holdings (310)

SPY SPDR S&P 500 ETF TR TR UNIT 6.5%
Value ($000) $69,982 Shares 247,742 Est. Cost $221.27 Unrealized
IVV ISHARES TR CORE S&P500 ETF 4.7%
Value ($000) $51,189 Shares 179,890 Est. Cost $212.03 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTS 4.4%
Value ($000) $47,801 Shares 138,392 Est. Cost $229.17 Unrealized
KO COCA COLA CO COM 2.8%
Value ($000) $30,668 Shares 654,468 Est. Cost $30.09 Unrealized +25.5%
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $23,012 Shares 164,615 Est. Cost $88.14 Unrealized +25.2%
MSFT MICROSOFT CORP COM 2.0%
Value ($000) $21,507 Shares 182,353 Est. Cost $62.86 Unrealized +62.7%
FISV FISERV INC 1.9%
Value ($000) $20,886 Shares 236,586 Est. Cost $63.43 Unrealized +30.1%
HD HOME DEPOT INC 1.8%
Value ($000) $19,171 Shares 99,905 Est. Cost $87.28 Unrealized +77.3%
AMZN AMAZON COM INC 1.6%
Value ($000) $17,008 Shares 9,551 Est. Cost $57.30 Unrealized +45.2%
GOOG ALPHABET INC CAP STK CL C 1.6%
Value ($000) $16,998 Shares 14,487 Est. Cost $40.79 Unrealized +36.5%
CSCO CISCO SYS INC COM 1.6%
Value ($000) $16,953 Shares 314,000 Est. Cost $27.99 Unrealized +41.1%
MRK MERCK & CO INC COM 1.5%
Value ($000) $16,126 Shares 193,891 Est. Cost $40.07 Unrealized +50.5%
PEP PEPSICO INC COM 1.5%
Value ($000) $15,869 Shares 129,489 Est. Cost $77.29 Unrealized +19.6%
IWB ISHARES RUSSELL 1000 INDEX 1.4%
Value ($000) $14,591 Shares 92,751 Est. Cost $105.69 Unrealized
SUNTRUST BKS INC 1.3%
Value ($000) $14,066 Shares 237,406 Est. Cost $46.74 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 1.3%
Value ($000) $13,931 Shares 69,349 Est. Cost $172.27 Unrealized +17.2%
V VISA INC - CLASS A 1.3%
Value ($000) $13,684 Shares 87,614 Est. Cost $94.77 Unrealized +45.0%
AAPL APPLE INC COM 1.3%
Value ($000) $13,490 Shares 71,019 Est. Cost $25.61 Unrealized +57.9%
CVX CHEVRON TEXACO CORP 1.2%
Value ($000) $13,302 Shares 107,990 Est. Cost $76.08 Unrealized +14.9%
VIG VANGUARD DIVIDEND APPRECIATION 1.1%
Value ($000) $12,180 Shares 111,088 Est. Cost $74.41 Unrealized
WMT WAL-MART STORES INC COM 1.1%
Value ($000) $11,797 Shares 120,962 Est. Cost $23.91 Unrealized +22.3%
MONMOUTH REAL ESTATE INVESTMEN 1.0%
Value ($000) $11,137 Shares 844,990 Est. Cost $16.72 Unrealized
ADBE ADOBE SYS INC COM 1.0%
Value ($000) $10,711 Shares 40,192 Est. Cost $52.44 Unrealized +380.8%
TJX TJX COS INC NEW 0.9%
Value ($000) $10,180 Shares 191,314 Est. Cost $42.05 Unrealized +8.1%
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $10,036 Shares 124,208 Est. Cost $56.31 Unrealized -1.6%
VO VANGUARD MID CAP ETF 0.9%
Value ($000) $9,742 Shares 60,603 Est. Cost $102.18 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.9%
Value ($000) $9,651 Shares 92,411 Est. Cost $101.89 Unrealized
EFX EQUIFAX INC 0.9%
Value ($000) $9,550 Shares 80,587 Est. Cost $53.66 Unrealized +87.9%
VZ VERIZON COMMUNICATIONS 0.8%
Value ($000) $8,748 Shares 147,950 Est. Cost $38.53 Unrealized +1.1%
ICE INTERCONTINENTAL EXCHANGE, INC 0.8%
Value ($000) $8,656 Shares 113,686 Est. Cost $69.81 Unrealized -1.8%
BA BOEING CO COM 0.8%
Value ($000) $8,575 Shares 22,482 Est. Cost $123.61 Unrealized +203.5%
UMH UMH PROPERTIES INC 0.8%
Value ($000) $8,513 Shares 604,627 Est. Cost $15.64 Unrealized
PFE PFIZER INC COM 0.8%
Value ($000) $8,459 Shares 199,171 Est. Cost $18.05 Unrealized +62.0%
JPM JPMORGAN CHASE & CO COM 0.8%
Value ($000) $8,330 Shares 82,289 Est. Cost $52.92 Unrealized +61.3%
LLY LILLY ELI & CO 0.7%
Value ($000) $8,033 Shares 61,908 Est. Cost $73.46 Unrealized +51.0%
VMWARE, INC. CL A 0.7%
Value ($000) $7,585 Shares 42,022 Est. Cost $148.85 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.7%
Value ($000) $7,557 Shares 60,415 Est. Cost $37.16 Unrealized +200.2%
MA MASTERCARD INCORPORATED CL A 0.7%
Value ($000) $7,410 Shares 31,470 Est. Cost $196.68 Unrealized +5.3%
INTC INTEL CORP 0.7%
Value ($000) $7,078 Shares 131,812 Est. Cost $36.58 Unrealized +19.8%
MKL MARKEL CORP 0.6%
Value ($000) $6,775 Shares 6,801 Est. Cost $643.35 Unrealized +57.8%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $6,690 Shares 64,298 Est. Cost $59.63 Unrealized +37.6%
GPC GENUINE PARTS CO 0.6%
Value ($000) $6,633 Shares 59,212 Est. Cost $61.94 Unrealized +36.8%
ELV ANTHEM INC 0.6%
Value ($000) $6,579 Shares 22,924 Est. Cost $208.59 Unrealized +26.4%
DHR DANAHER CORP DEL 0.6%
Value ($000) $6,424 Shares 48,659 Est. Cost $84.75 Unrealized +17.3%
MMM 3M CO 0.6%
Value ($000) $6,376 Shares 30,686 Est. Cost $102.70 Unrealized +27.6%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $6,280 Shares 5,336 Est. Cost $45.49 Unrealized +23.2%
IVW ISHARES TR S&P500 GRW 0.6%
Value ($000) $6,066 Shares 35,194 Est. Cost $161.97 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.5%
Value ($000) $5,772 Shares 98,078 Est. Cost $29.81 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.5%
Value ($000) $5,764 Shares 38,079 Est. Cost $133.12 Unrealized
ABBVIE INC. 0.5%
Value ($000) $5,692 Shares 70,632 Est. Cost $43.87 Unrealized
DIA SPDR DJIA TRUST 0.5%
Value ($000) $5,684 Shares 21,935 Est. Cost $212.74 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $5,601 Shares 22,651 Est. Cost $116.38 Unrealized +95.6%
ABT ABBOTT LABS 0.5%
Value ($000) $5,501 Shares 68,809 Est. Cost $43.57 Unrealized +51.7%
DISCOVERY COMMUNICATNS NEW COM 0.5%
Value ($000) $5,463 Shares 202,197 Est. Cost $22.78 Unrealized
ROYAL DUTCH SHELL PLC 0.5%
Value ($000) $5,353 Shares 85,520 Est. Cost $62.83 Unrealized
NSRGY NESTLE S A - ADR REG SHS 0.5%
Value ($000) $5,083 Shares 53,337 Est. Cost $65.89 Unrealized
IBM INTERNATIONAL BUSINESS MACHS C 0.5%
Value ($000) $4,917 Shares 34,850 Est. Cost $116.67 Unrealized -18.9%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $4,864 Shares 44,501 Est. Cost $92.20 Unrealized +3.9%
INTU INTUIT INC 0.4%
Value ($000) $4,833 Shares 18,490 Est. Cost $221.02 Unrealized 0.0%
BAC BANK AMER CORP COM 0.4%
Value ($000) $4,823 Shares 174,793 Est. Cost $15.54 Unrealized +53.7%
CPRT COPART INC 0.4%
Value ($000) $4,732 Shares 78,095 Est. Cost $7.42 Unrealized +83.1%
DEO DIAGEO PLC-SPONSORED ADR NEW 0.4%
Value ($000) $4,644 Shares 28,387 Est. Cost $115.84 Unrealized
EW EDWARDS LIFESCIENCES 0.4%
Value ($000) $4,537 Shares 23,713 Est. Cost $17.79 Unrealized +220.8%
FTV FORTIVE CORPORATION 0.4%
Value ($000) $4,465 Shares 53,230 Est. Cost $37.48 Unrealized +26.3%
XLF SELECT SECTOR SPDR TR SBI INT- 0.4%
Value ($000) $4,429 Shares 172,269 Est. Cost $21.37 Unrealized
WALGREENS BOOTS ALLIANCE, INC. 0.4%
Value ($000) $4,377 Shares 69,187 Est. Cost $74.71 Unrealized
COP CONOCOPHILIPS 0.4%
Value ($000) $4,257 Shares 63,791 Est. Cost $32.88 Unrealized +61.1%
XHB SPDR HOMEBUILDERS ETF 0.4%
Value ($000) $4,255 Shares 110,376 Est. Cost $38.55 Unrealized
VNQ VANGUARD INDEX FDS REIT ETF 0.4%
Value ($000) $4,249 Shares 48,891 Est. Cost $77.83 Unrealized
CBRE CBRE GROUP INC CL A 0.4%
Value ($000) $4,232 Shares 85,587 Est. Cost $34.04 Unrealized +37.9%
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $4,191 Shares 2,402 Est. Cost $1760.60 Unrealized -0.3%
PAYPAL HOLDINGS INC 0.4%
Value ($000) $3,963 Shares 38,168 Est. Cost $100.24 Unrealized
FE FIRSTENERGY CORP COM 0.4%
Value ($000) $3,890 Shares 93,483 Est. Cost $23.44 Unrealized +28.1%
QUINTILES IMS HOLDING 0.3%
Value ($000) $3,743 Shares 26,022 Est. Cost $129.75 Unrealized
VFC V F CORP 0.3%
Value ($000) $3,646 Shares 41,950 Est. Cost $63.31 Unrealized +23.2%
KRE KBW REGIONAL BANKING ETF 0.3%
Value ($000) $3,560 Shares 69,334 Est. Cost $38.73 Unrealized
BP BP AMOCO PLC - SPONS ADR 0.3%
Value ($000) $3,555 Shares 81,315 Est. Cost $38.53 Unrealized
MAS MASCO CORP COM 0.3%
Value ($000) $3,538 Shares 90,008 Est. Cost $17.85 Unrealized +78.7%
WRB WR BERKLEY CORP 0.3%
Value ($000) $3,485 Shares 41,137 Est. Cost $9.58 Unrealized +111.3%
DLTR DOLLAR TREE, INC. 0.3%
Value ($000) $3,435 Shares 32,700 Est. Cost $93.78 Unrealized +4.7%
WY WEYERHAEUSER CO 0.3%
Value ($000) $3,426 Shares 130,063 Est. Cost $19.77 Unrealized -2.4%
BROADCOM LTD 0.3%
Value ($000) $3,417 Shares 11,362 Est. Cost $300.74 Unrealized
NKE NIKE INC CL B 0.3%
Value ($000) $3,415 Shares 40,559 Est. Cost $46.92 Unrealized +60.6%
VISTRA ENERGY CORP 0.3%
Value ($000) $3,350 Shares 128,700 Est. Cost $25.20 Unrealized
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $3,312 Shares 13,679 Est. Cost $93.83 Unrealized +111.4%
VMC VULCAN MATLS CO 0.3%
Value ($000) $3,305 Shares 27,910 Est. Cost $69.31 Unrealized +46.9%
IJH ISHARES TRUST S&P MIDCAP 400 0.3%
Value ($000) $3,251 Shares 17,163 Est. Cost $120.70 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $3,223 Shares 10,736 Est. Cost $73.52 Unrealized +231.3%
A AGILENT TECHNOLOGIES 0.3%
Value ($000) $3,200 Shares 39,809 Est. Cost $72.29 Unrealized 0.0%
EOG EOG RESOURCES INC 0.3%
Value ($000) $3,178 Shares 33,386 Est. Cost $60.60 Unrealized +18.7%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $3,125 Shares 12,515 Est. Cost $144.53 Unrealized +47.2%
EEFT EURONET WORLDWIDE INC 0.3%
Value ($000) $3,101 Shares 21,749 Est. Cost $122.84 Unrealized +1.5%
IWM ISHARES TRUST RUSSELL 2000 IND 0.3%
Value ($000) $3,094 Shares 20,211 Est. Cost $149.99 Unrealized
PANW PALO ALTO NETWORKS, INC. 0.3%
Value ($000) $2,971 Shares 12,234 Est. Cost $35.37 Unrealized +4.9%
AIG AMERICAN INTL GROUP 0.3%
Value ($000) $2,961 Shares 68,766 Est. Cost $36.90 Unrealized -3.2%
WTW WILLIS TOWERS WATSON PUBLIC LI 0.3%
Value ($000) $2,835 Shares 16,140 Est. Cost $100.14 Unrealized +50.9%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $2,834 Shares 14,658 Est. Cost $16.88 Unrealized +128.6%
HD SUPPLY HOLDINGS, INC. 0.3%
Value ($000) $2,820 Shares 65,050 Est. Cost $29.57 Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $2,809 Shares 16,802 Est. Cost $75.59 Unrealized +82.7%
UNITED TECHNOLOGIES CP 0.3%
Value ($000) $2,793 Shares 21,670 Est. Cost $94.95 Unrealized
ZOETIS INC. 0.3%
Value ($000) $2,737 Shares 27,191 Est. Cost $93.44 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.3%
Value ($000) $2,735 Shares 85,071 Est. Cost $30.01 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $2,565 Shares 24,184 Est. Cost $71.31 Unrealized +19.7%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $2,556 Shares 13,461 Est. Cost $114.50 Unrealized +35.0%
XLK AMEX TECHNOLOGY SECTOR SPDR 0.2%
Value ($000) $2,540 Shares 34,319 Est. Cost $70.04 Unrealized
EMN EASTMAN CHEM CO 0.2%
Value ($000) $2,519 Shares 33,200 Est. Cost $55.91 Unrealized +11.1%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $2,445 Shares 24,596 Est. Cost $73.07 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $2,441 Shares 15,363 Est. Cost $91.98 Unrealized +31.7%
STT STATE STREET CORP 0.2%
Value ($000) $2,381 Shares 36,176 Est. Cost $45.34 Unrealized +22.2%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $2,335 Shares 20,895 Est. Cost $72.84 Unrealized +11.2%
DIS WALT DISNEY CO 0.2%
Value ($000) $2,285 Shares 20,576 Est. Cost $88.36 Unrealized +22.1%
CIEN CIENA CORPORATION 0.2%
Value ($000) $2,239 Shares 59,974 Est. Cost $34.47 Unrealized +12.7%
IJR ISHARES TR CORE S&P SCP ETF 0.2%
Value ($000) $2,213 Shares 28,679 Est. Cost $96.06 Unrealized
DUK DUKE ENERGY CORP 0.2%
Value ($000) $2,160 Shares 23,996 Est. Cost $54.46 Unrealized +22.9%
SLB SCHLUMBERGER LTD COM 0.2%
Value ($000) $2,115 Shares 48,550 Est. Cost $54.56 Unrealized -34.5%
PPG PPG INDS INC 0.2%
Value ($000) $2,078 Shares 18,415 Est. Cost $87.61 Unrealized +7.2%
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $2,072 Shares 41,516 Est. Cost $24.11 Unrealized +60.8%
XLE AMEX ENERGY SECTOR SPDR 0.2%
Value ($000) $2,046 Shares 30,951 Est. Cost $64.10 Unrealized
CVS CVS HEALTH CORP. 0.2%
Value ($000) $1,922 Shares 35,647 Est. Cost $55.65 Unrealized -11.1%
ORCL ORACLE CORP 0.2%
Value ($000) $1,899 Shares 35,350 Est. Cost $42.76 Unrealized +7.8%
VEA VANGUARD FTSE DEVELOPED MARKET 0.2%
Value ($000) $1,882 Shares 46,060 Est. Cost $39.81 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,860 Shares 25,018 Est. Cost $39.37 Unrealized +50.5%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $1,848 Shares 15,150 Est. Cost $119.10 Unrealized
PRA HEALTH SCIENCES, INC 0.2%
Value ($000) $1,842 Shares 16,705 Est. Cost $110.27 Unrealized
MET METLIFE INC COM 0.2%
Value ($000) $1,833 Shares 43,050 Est. Cost $31.46 Unrealized +11.4%
EXC EXELON CORPORATION 0.2%
Value ($000) $1,821 Shares 36,334 Est. Cost $20.53 Unrealized +30.3%
BWA BORGWARNER INC COM 0.2%
Value ($000) $1,810 Shares 47,123 Est. Cost $33.05 Unrealized -6.1%
BB&T CORP 0.2%
Value ($000) $1,777 Shares 38,200 Est. Cost $44.17 Unrealized
ORLY O'REILLY AUTOMOTIVE INC 0.2%
Value ($000) $1,749 Shares 4,503 Est. Cost $24.19 Unrealized 0.0%
LKQ LKQ CORP 0.2%
Value ($000) $1,743 Shares 61,400 Est. Cost $23.83 Unrealized +1.4%
USB US BANCORP DEL 0.2%
Value ($000) $1,736 Shares 36,031 Est. Cost $38.12 Unrealized -1.3%
WFC WELLS FARGO & CO NEW COM 0.2%
Value ($000) $1,720 Shares 35,593 Est. Cost $33.35 Unrealized +22.2%
PFG PRINCIPAL FINANCIAL GROUP 0.2%
Value ($000) $1,706 Shares 34,000 Est. Cost $27.44 Unrealized +38.2%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $1,660 Shares 18,782 Est. Cost $52.30 Unrealized +7.2%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $1,646 Shares 22,550 Est. Cost $45.23 Unrealized +29.4%
FIDELITY SOUTHERN CORPORATION 0.2%
Value ($000) $1,637 Shares 59,776 Est. Cost $24.41 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,613 Shares 6,213 Est. Cost $214.19 Unrealized
ACN ACCENTURE PLC 0.1%
Value ($000) $1,612 Shares 9,160 Est. Cost $67.04 Unrealized +112.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,606 Shares 11,188 Est. Cost $115.49 Unrealized +1.3%
INGERSOLL-RAND CO CL A 0.1%
Value ($000) $1,578 Shares 14,620 Est. Cost $107.93 Unrealized
GLW CORNING INC 0.1%
Value ($000) $1,563 Shares 47,210 Est. Cost $13.56 Unrealized +99.5%
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $1,502 Shares 25,098 Est. Cost $55.64 Unrealized -9.3%
FDX FEDEX CORP 0.1%
Value ($000) $1,490 Shares 8,214 Est. Cost $169.74 Unrealized -8.2%
NNN NATIONAL RETAIL PROPERTIES INC 0.1%
Value ($000) $1,450 Shares 26,175 Est. Cost $44.81 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,450 Shares 21,156 Est. Cost $44.92 Unrealized +22.4%
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $1,382 Shares 28,966 Est. Cost $41.17 Unrealized -7.0%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $1,382 Shares 17,196 Est. Cost $69.53 Unrealized 0.0%
PRF INVESCO FTSE RAFI US 1000 ETF 0.1%
Value ($000) $1,353 Shares 11,935 Est. Cost $112.61 Unrealized
URI UNITED RENTALS INC. 0.1%
Value ($000) $1,350 Shares 11,815 Est. Cost $83.40 Unrealized +43.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,345 Shares 14,766 Est. Cost $73.47 Unrealized +1.2%
SO SOUTHERN CO COM 0.1%
Value ($000) $1,340 Shares 25,920 Est. Cost $32.09 Unrealized +16.6%
ALLEGHANY CORP DEL 0.1%
Value ($000) $1,321 Shares 2,157 Est. Cost $501.36 Unrealized
EA ELECTRONIC ARTS INC. 0.1%
Value ($000) $1,315 Shares 12,944 Est. Cost $92.16 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,274 Shares 6,815 Est. Cost $72.00 Unrealized +109.0%
MARVELL TECHNOLOGY GROUP LTD O 0.1%
Value ($000) $1,257 Shares 63,208 Est. Cost $14.14 Unrealized
RWT REDWOOD TRUST, INC. 0.1%
Value ($000) $1,240 Shares 76,750 Est. Cost $16.69 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $1,233 Shares 6,244 Est. Cost $155.50 Unrealized +7.5%
COR AMERISOURCEBERGEN CORP. 0.1%
Value ($000) $1,162 Shares 14,612 Est. Cost $63.65 Unrealized -1.1%
EATON VANCE CORP COM NON VTG 0.1%
Value ($000) $1,142 Shares 28,335 Est. Cost $37.60 Unrealized
TERRAFORM POWER INC 0.1%
Value ($000) $1,138 Shares 82,800 Est. Cost $11.58 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.1%
Value ($000) $1,131 Shares 19,442 Est. Cost $56.33 Unrealized
OLED UNIVERSAL DISPLAY CORPORATION 0.1%
Value ($000) $1,088 Shares 7,120 Est. Cost $95.84 Unrealized +22.7%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $1,083 Shares 8,743 Est. Cost $76.31 Unrealized +19.6%
COF CAPITAL ONE FINANCIAL CORP. 0.1%
Value ($000) $1,079 Shares 13,209 Est. Cost $61.53 Unrealized +17.4%
UNITED HEALTH PRODS INC 0.1%
Value ($000) $1,071 Shares 1,139,000 Est. Cost $0.68 Unrealized
GGG GRACO INC 0.1%
Value ($000) $1,061 Shares 21,420 Est. Cost $41.50 Unrealized 0.0%
RAYTHEON CO 0.1%
Value ($000) $1,051 Shares 5,774 Est. Cost $196.40 Unrealized
AERIE PHARMACEUTICALS INC 0.1%
Value ($000) $1,012 Shares 21,301 Est. Cost $61.55 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $973 Shares 19,287 Est. Cost $40.66 Unrealized +4.1%
MS MORGAN STANLEY DEAN WITTER COM 0.1%
Value ($000) $959 Shares 22,726 Est. Cost $25.87 Unrealized +31.5%
HII HUNTINGTON INGALLS INDS INC CO 0.1%
Value ($000) $932 Shares 4,497 Est. Cost $46.65 Unrealized +278.1%
LW LAMB WESTON HOLDINGS 0.1%
Value ($000) $926 Shares 12,350 Est. Cost $48.52 Unrealized +31.3%
IWD ISHARES TR RUS 1000 VAL ETF 0.1%
Value ($000) $926 Shares 7,495 Est. Cost $123.55 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $911 Shares 13,300 Est. Cost $44.70 Unrealized +25.3%
OSK OSHKOSH CORP COM 0.1%
Value ($000) $905 Shares 12,041 Est. Cost $65.97 Unrealized 0.0%
ROST ROSS STORES INC 0.1%
Value ($000) $902 Shares 9,690 Est. Cost $85.36 Unrealized +0.4%
TOTAL SYS SVCS INC 0.1%
Value ($000) $890 Shares 9,365 Est. Cost $89.28 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $888 Shares 4,650 Est. Cost $72.69 Unrealized +100.3%
T AT&T INC 0.1%
Value ($000) $882 Shares 28,132 Est. Cost $13.99 Unrealized +1.2%
HARRIS CORP DEL 0.1%
Value ($000) $873 Shares 5,465 Est. Cost $49.22 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $863 Shares 9,205 Est. Cost $78.16 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $853 Shares 9,650 Est. Cost $68.07 Unrealized +15.4%
VWO VANGUARD INTL EQUITY INDEX FD 0.1%
Value ($000) $851 Shares 20,025 Est. Cost $44.27 Unrealized
CB CHUBB LTD 0.1%
Value ($000) $819 Shares 5,845 Est. Cost $103.24 Unrealized +14.8%
TORCHMARK CORP 0.1%
Value ($000) $816 Shares 9,959 Est. Cost $69.00 Unrealized
FIS FIDELITY NATIONAL INFORMATION 0.1%
Value ($000) $792 Shares 7,000 Est. Cost $43.50 Unrealized +114.9%
SANDERSON FARMS INC 0.1%
Value ($000) $791 Shares 6,000 Est. Cost $69.60 Unrealized
ETN EATON CORPORATION, PLC 0.1%
Value ($000) $787 Shares 9,775 Est. Cost $66.48 Unrealized 0.0%
TORTOISE ENERGY INFRASTRUCTURE 0.1%
Value ($000) $784 Shares 33,353 Est. Cost $26.93 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $779 Shares 4,102 Est. Cost $117.26 Unrealized +31.9%
MCK MCKESSON CORP 0.1%
Value ($000) $763 Shares 6,518 Est. Cost $138.82 Unrealized -15.5%
FTEC FIDELITY MSCI INFORMATION TECH 0.1%
Value ($000) $763 Shares 12,869 Est. Cost $49.23 Unrealized
FACEBOOK INC-A 0.1%
Value ($000) $762 Shares 4,573 Est. Cost $165.61 Unrealized
ADP AUTOMATIC DATA PROCESS 0.1%
Value ($000) $762 Shares 4,770 Est. Cost $55.10 Unrealized +127.7%
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $751 Shares 7,647 Est. Cost $65.56 Unrealized
AIVL WISDOMTREE DIVIDEND EX-FIN ETF 0.1%
Value ($000) $746 Shares 8,725 Est. Cost $64.06 Unrealized
NVS NOVARTIS AG-ADR 0.1%
Value ($000) $738 Shares 7,680 Est. Cost $81.73 Unrealized
IYW ISHARES US TECHNOLOGY ETF 0.1%
Value ($000) $737 Shares 3,866 Est. Cost $173.64 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $695 Shares 6,346 Est. Cost $79.19 Unrealized +11.2%
MLM MARTIN MARIETTA MATERIALS INC 0.1%
Value ($000) $688 Shares 3,420 Est. Cost $187.11 Unrealized -5.1%
CRM SALESFORCE.COM INC 0.1%
Value ($000) $683 Shares 4,313 Est. Cost $116.75 Unrealized +31.2%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $674 Shares 8,177 Est. Cost $36.45 Unrealized +80.0%
EPD ENTERPRISE PRODUCTS PARTNERS 0.1%
Value ($000) $667 Shares 22,905 Est. Cost $34.82 Unrealized
IBP INSTALLED BUILDING PRODUCTS 0.1%
Value ($000) $649 Shares 13,373 Est. Cost $51.94 Unrealized -24.0%
BABA ALIBABA GROUP HOLDING 0.1%
Value ($000) $642 Shares 3,518 Est. Cost $177.65 Unrealized
SITE SITEONE LANDSCAPE SUPPLY, INC. 0.1%
Value ($000) $640 Shares 11,200 Est. Cost $30.83 Unrealized +77.2%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $607 Shares 2,250 Est. Cost $157.82 Unrealized +54.4%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $602 Shares 2 Est. Cost $170664.90 Unrealized +77.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $601 Shares 10,472 Est. Cost $23.00 Unrealized +29.2%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $594 Shares 3,800 Est. Cost $134.21 Unrealized
CRANE COMPANY 0.1%
Value ($000) $590 Shares 6,975 Est. Cost $59.82 Unrealized
ALLERGAN PLC 0.1%
Value ($000) $582 Shares 3,973 Est. Cost $190.45 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $573 Shares 4,720 Est. Cost $90.64 Unrealized 0.0%
BIDU BAIDU INC SPN ADR 0.1%
Value ($000) $570 Shares 3,455 Est. Cost $245.86 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $566 Shares 5,378 Est. Cost $79.06 Unrealized +11.9%
IOO ISHARES S&P GLOBAL INDEX 100 0.1%
Value ($000) $562 Shares 11,810 Est. Cost $56.71 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $524 Shares 10,100 Est. Cost $42.62 Unrealized +13.3%
HCA HCA INC 0.0%
Value ($000) $508 Shares 3,900 Est. Cost $116.61 Unrealized +8.5%
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $504 Shares 3,486 Est. Cost $122.51 Unrealized
KTOS KRATOS DEFENSE AND SECURITY SO 0.0%
Value ($000) $491 Shares 31,417 Est. Cost $13.21 Unrealized +19.1%
JBHT J.B. HUNT TRANSPORT SERVICES, 0.0%
Value ($000) $489 Shares 4,825 Est. Cost $97.26 Unrealized 0.0%
OEF ISHARES S&P 100 INDEX FUND 0.0%
Value ($000) $462 Shares 3,690 Est. Cost $85.58 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $454 Shares 5,660 Est. Cost $60.25 Unrealized +0.7%
ABCB AMERIS BANCORP 0.0%
Value ($000) $451 Shares 13,121 Est. Cost $48.15 Unrealized -30.2%
DOWDUPONT INC 0.0%
Value ($000) $446 Shares 8,360 Est. Cost $68.78 Unrealized
IYH ISHARES DJ US HEALTHCARE SEC 0.0%
Value ($000) $445 Shares 2,294 Est. Cost $117.10 Unrealized
XLI SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $436 Shares 5,816 Est. Cost $77.38 Unrealized
RF REGIONS FINANCIAL CORP 0.0%
Value ($000) $432 Shares 30,523 Est. Cost $13.90 Unrealized -17.0%
BROOKFIELD PROPERTY P LP 0.0%
Value ($000) $428 Shares 20,785 Est. Cost $20.88 Unrealized
NVR NVR INC COM 0.0%
Value ($000) $423 Shares 153 Est. Cost $2703.55 Unrealized -2.7%
PSX PHILLIPS 66 0.0%
Value ($000) $419 Shares 4,403 Est. Cost $49.16 Unrealized +46.3%
ETSY ETSY INC 0.0%
Value ($000) $415 Shares 6,172 Est. Cost $17.64 Unrealized +238.3%
SCHX SCHWAB US LARGE-CAP ETF 0.0%
Value ($000) $410 Shares 6,065 Est. Cost $59.69 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN 0.0%
Value ($000) $409 Shares 8,900 Est. Cost $44.63 Unrealized
TORTOISE POWER AND ENERGY INFR 0.0%
Value ($000) $409 Shares 21,978 Est. Cost $19.08 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $409 Shares 4,700 Est. Cost $78.65 Unrealized -5.3%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $407 Shares 6,549 Est. Cost $42.82 Unrealized +13.9%
XLY CONSUMER DISCRETIONARY SELECT 0.0%
Value ($000) $406 Shares 3,567 Est. Cost $98.96 Unrealized
D DOMINION RES VA NEW 0.0%
Value ($000) $406 Shares 5,302 Est. Cost $48.40 Unrealized +11.3%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $389 Shares 23,024 Est. Cost $20.01 Unrealized -18.7%
HSY HERSHEY FOODS CORP 0.0%
Value ($000) $384 Shares 3,341 Est. Cost $83.10 Unrealized +11.7%
SYY SYSCO CORP 0.0%
Value ($000) $382 Shares 5,720 Est. Cost $30.35 Unrealized +78.3%
VB VANGUARD INDEX FDS SMALL CP ET 0.0%
Value ($000) $380 Shares 2,486 Est. Cost $152.86 Unrealized
R RYDER SYS INC 0.0%
Value ($000) $364 Shares 5,875 Est. Cost $65.25 Unrealized -10.3%
TE CONNECTIVITY LTD 0.0%
Value ($000) $363 Shares 4,500 Est. Cost $88.00 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $358 Shares 4,350 Est. Cost $46.61 Unrealized
HLT HILTON WORLDWIDE HOLDINGS INC 0.0%
Value ($000) $355 Shares 4,266 Est. Cost $55.58 Unrealized +38.1%
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $353 Shares 3,200 Est. Cost $40.40 Unrealized +152.5%
THVB THOMASVILLE BANCSHARES INC 0.0%
Value ($000) $347 Shares 9,000 Est. Cost $31.80 Unrealized +0.2%
REG REGENCY CENTERS CORP 0.0%
Value ($000) $326 Shares 4,831 Est. Cost $43.82 Unrealized +9.6%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $321 Shares 15,300 Est. Cost $14.43 Unrealized +16.9%
YUM YUM! BRANDS INC 0.0%
Value ($000) $319 Shares 3,201 Est. Cost $60.75 Unrealized +37.4%
TDOC TELADOC INC 0.0%
Value ($000) $319 Shares 5,740 Est. Cost $33.21 Unrealized +83.8%
PNC PNC FINANCIAL SVCS GROUP 0.0%
Value ($000) $313 Shares 2,549 Est. Cost $67.68 Unrealized +43.0%
VGK VANGUARD MSCI EUROPE ETF 0.0%
Value ($000) $313 Shares 5,847 Est. Cost $53.99 Unrealized
SIEGY SIEMENS AG SPONS ADR 0.0%
Value ($000) $311 Shares 5,775 Est. Cost $81.71 Unrealized
ILPT INDUSTRIAL LOGISTICS PROPERTIE 0.0%
Value ($000) $310 Shares 15,345 Est. Cost $19.66 Unrealized
WPP WPP GROUP PLC 0.0%
Value ($000) $306 Shares 5,800 Est. Cost $95.14 Unrealized
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $300 Shares 5,150 Est. Cost $40.72 Unrealized
WEC WEC ENERGY GROUP, INC 0.0%
Value ($000) $291 Shares 3,685 Est. Cost $51.71 Unrealized +15.3%
FEDERAL REALTY INV TRUST 0.0%
Value ($000) $290 Shares 2,105 Est. Cost $103.56 Unrealized
VYM VANGUARD HIGH DIV YLD 0.0%
Value ($000) $281 Shares 3,280 Est. Cost $78.05 Unrealized
TABLEAU SOFTWARE INC. 0.0%
Value ($000) $281 Shares 2,210 Est. Cost $127.15 Unrealized
EQR EQUITY RESIDENTIAL PROPERTIES 0.0%
Value ($000) $280 Shares 3,720 Est. Cost $31.42 Unrealized +76.8%
AQUA AMERICA INC COM 0.0%
Value ($000) $278 Shares 7,625 Est. Cost $36.90 Unrealized
TMO THERMO FISCHER SCIENTIFIC 0.0%
Value ($000) $275 Shares 1,006 Est. Cost $230.26 Unrealized +6.1%
NFG NATIONAL FUEL GAS N J 0.0%
Value ($000) $274 Shares 4,500 Est. Cost $57.14 Unrealized +1.6%
PPL PPL CORP. 0.0%
Value ($000) $273 Shares 8,600 Est. Cost $23.10 Unrealized 0.0%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $272 Shares 3,000 Est. Cost $95.83 Unrealized
IWO ISHARES TR RUSSELL 2000 GROWTH 0.0%
Value ($000) $272 Shares 1,385 Est. Cost $117.54 Unrealized
MORN MORNINGSTAR INC 0.0%
Value ($000) $266 Shares 2,110 Est. Cost $90.03 Unrealized +33.5%
HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $264 Shares 2,880 Est. Cost $86.48 Unrealized
BSX BOSTON SCIENTIFIC CORPORATION 0.0%
Value ($000) $249 Shares 6,500 Est. Cost $30.16 Unrealized +26.6%
ALL ALLSTATE CORP 0.0%
Value ($000) $249 Shares 2,640 Est. Cost $65.02 Unrealized +18.3%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $244 Shares 1,800 Est. Cost $120.51 Unrealized -4.9%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $243 Shares 565 Est. Cost $106.50 Unrealized +22.9%
DAL DELTA AIR LINES INC DEL COM NE 0.0%
Value ($000) $243 Shares 4,700 Est. Cost $48.03 Unrealized -2.6%
MAGELLAN MIDSTREAM PARTNERS, L 0.0%
Value ($000) $243 Shares 4,000 Est. Cost $54.50 Unrealized
EL THE ESTEE LAUDER COMPANIES, IN 0.0%
Value ($000) $242 Shares 1,462 Est. Cost $134.56 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value ($000) $242 Shares 1,550 Est. Cost $149.48 Unrealized 0.0%
IBB ISHARES NASDAQ BIOTECH ETF 0.0%
Value ($000) $239 Shares 2,140 Est. Cost $121.93 Unrealized
CHKP CHECK POINT SOFTWARE TECHNOLOG 0.0%
Value ($000) $232 Shares 1,837 Est. Cost $116.24 Unrealized 0.0%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $232 Shares 2,119 Est. Cost $71.86 Unrealized +13.4%
ROYAL DUTCH SHELL PLC B 0.0%
Value ($000) $230 Shares 3,600 Est. Cost $61.40 Unrealized
GPN GLOBAL PAYMENTS INC. 0.0%
Value ($000) $224 Shares 1,640 Est. Cost $115.58 Unrealized 0.0%
EBAY EBAY INC 0.0%
Value ($000) $223 Shares 6,000 Est. Cost $20.30 Unrealized +52.3%
MHK MOHAWK INDS INC 0.0%
Value ($000) $221 Shares 1,750 Est. Cost $130.19 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $214 Shares 3,299 Est. Cost $55.94 Unrealized -9.1%
OXY OCCIDENTAL PETE CP DEL 0.0%
Value ($000) $213 Shares 3,210 Est. Cost $67.74 Unrealized -16.6%
NUVEEN DOW 30SM DYNAMIC OVERWR 0.0%
Value ($000) $212 Shares 11,787 Est. Cost $18.49 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $211 Shares 1,000 Est. Cost $182.65 Unrealized 0.0%
PROSHARES S&P 500 DIVIDEND ARI 0.0%
Value ($000) $210 Shares 3,100 Est. Cost $67.74 Unrealized
DIAMONDBACK ENERGY 0.0%
Value ($000) $209 Shares 2,057 Est. Cost $101.60 Unrealized
MRSH MARSH & MCLENNAN COS 0.0%
Value ($000) $207 Shares 2,202 Est. Cost $79.33 Unrealized 0.0%
CSX CSX CORP 0.0%
Value ($000) $202 Shares 2,700 Est. Cost $21.10 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $200 Shares 4,000 Est. Cost $40.99 Unrealized 0.0%
MARATHON OIL CORP 0.0%
Value ($000) $184 Shares 10,985 Est. Cost $23.28 Unrealized
ENERGY TRANSFER LP 0.0%
Value ($000) $171 Shares 11,150 Est. Cost $13.18 Unrealized
OGCP EMPIRE STATE REALTY OP LP SERI 0.0%
Value ($000) $169 Shares 10,737 Est. Cost $17.98 Unrealized
AMRX AMNEAL PHARMACEUTICALS LLC 0.0%
Value ($000) $142 Shares 10,000 Est. Cost $17.55 Unrealized -24.7%
AMPIO PHARMACEUTICALS INC 0.0%
Value ($000) $129 Shares 230,000 Est. Cost $0.60 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $126 Shares 12,628 Est. Cost $17.60 Unrealized
VEREIT INC 0.0%
Value ($000) $89 Shares 10,582 Est. Cost $7.75 Unrealized
ATHERSYS INC COM 0.0%
Value ($000) $15 Shares 10,000 Est. Cost $2.10 Unrealized
BLUE APRON HOLDINGS, INC. 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
CASAVANT RESTRICTED 0.0%
Value ($000) $0 Shares 76,800 Est. Cost Unrealized
CITIZENS BANCSHARES CORP FRAC1 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
MEDICAL SERVICES INTERNATIONAL 0.0%
Value ($000) $0 Shares 600,000 Est. Cost Unrealized
U.S. TECHNOLOGIES 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
HURRY INC CL A NOSTOCKHOLDER'S 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized