MONTAG A & ASSOCIATES INC Diversified Active

CIK: 0000829407 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 6, 2019

Total Value ($000): $1,121,748 (100.0% shares, 0.0% debt)

Holdings (307)

SPY SPDR S&P 500 ETF TR TR UNIT 6.4%
Value ($000) $71,481 Shares 243,963 Est. Cost $221.27 Unrealized
IVV ISHARES TR CORE S&P500 ETF 5.1%
Value ($000) $56,765 Shares 192,588 Est. Cost $217.48 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTS 4.3%
Value ($000) $48,276 Shares 136,146 Est. Cost $229.17 Unrealized
KO COCA COLA CO COM 3.2%
Value ($000) $35,600 Shares 699,137 Est. Cost $30.72 Unrealized +30.0%
MSFT MICROSOFT CORP COM 2.2%
Value ($000) $24,636 Shares 183,905 Est. Cost $62.86 Unrealized +90.1%
FISV FISERV INC 2.1%
Value ($000) $23,366 Shares 256,315 Est. Cost $65.29 Unrealized +34.2%
HD HOME DEPOT INC 1.9%
Value ($000) $20,834 Shares 100,176 Est. Cost $87.28 Unrealized +94.3%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $18,813 Shares 135,070 Est. Cost $88.14 Unrealized +30.2%
AMZN AMAZON COM INC 1.7%
Value ($000) $18,624 Shares 9,835 Est. Cost $58.34 Unrealized +59.7%
GOOG ALPHABET INC CAP STK CL C 1.6%
Value ($000) $17,744 Shares 16,416 Est. Cost $42.73 Unrealized +34.0%
MRK MERCK & CO INC COM 1.5%
Value ($000) $17,280 Shares 206,086 Est. Cost $41.38 Unrealized +50.2%
PEP PEPSICO INC COM 1.5%
Value ($000) $16,972 Shares 129,428 Est. Cost $77.29 Unrealized +35.5%
IWB ISHARES RUSSELL 1000 INDEX 1.3%
Value ($000) $15,070 Shares 92,576 Est. Cost $105.69 Unrealized
WMT WAL-MART STORES INC COM 1.3%
Value ($000) $14,987 Shares 135,644 Est. Cost $24.71 Unrealized +26.7%
V VISA INC - CLASS A 1.3%
Value ($000) $14,807 Shares 85,318 Est. Cost $94.77 Unrealized +65.0%
CSCO CISCO SYS INC COM 1.3%
Value ($000) $14,762 Shares 269,733 Est. Cost $27.99 Unrealized +61.4%
AAPL APPLE INC COM 1.2%
Value ($000) $13,979 Shares 70,628 Est. Cost $25.61 Unrealized +82.0%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.2%
Value ($000) $13,785 Shares 64,669 Est. Cost $172.27 Unrealized +20.1%
ADBE ADOBE SYS INC COM 1.1%
Value ($000) $12,638 Shares 42,893 Est. Cost $66.63 Unrealized +316.8%
VIG VANGUARD DIVIDEND APPRECIATION 1.1%
Value ($000) $12,573 Shares 109,175 Est. Cost $74.41 Unrealized
SUNTRUST BKS INC 1.1%
Value ($000) $12,232 Shares 194,620 Est. Cost $46.74 Unrealized
CVX CHEVRON TEXACO CORP 1.1%
Value ($000) $11,968 Shares 96,177 Est. Cost $76.08 Unrealized +18.6%
TJX TJX COS INC NEW 1.0%
Value ($000) $11,413 Shares 215,819 Est. Cost $42.80 Unrealized +13.7%
EFX EQUIFAX INC 1.0%
Value ($000) $10,690 Shares 79,048 Est. Cost $53.66 Unrealized +121.6%
ICE INTERCONTINENTAL EXCHANGE, INC 0.9%
Value ($000) $10,315 Shares 120,023 Est. Cost $70.09 Unrealized +7.0%
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $10,272 Shares 134,046 Est. Cost $56.36 Unrealized +0.9%
MONMOUTH REAL ESTATE INVESTMEN 0.9%
Value ($000) $10,184 Shares 751,588 Est. Cost $16.72 Unrealized
VO VANGUARD MID CAP ETF 0.9%
Value ($000) $10,176 Shares 60,878 Est. Cost $102.18 Unrealized
DIS WALT DISNEY CO 0.9%
Value ($000) $9,577 Shares 68,582 Est. Cost $116.11 Unrealized +10.2%
VZ VERIZON COMMUNICATIONS 0.9%
Value ($000) $9,558 Shares 167,304 Est. Cost $38.70 Unrealized +3.4%
JPM JPMORGAN CHASE & CO COM 0.8%
Value ($000) $9,346 Shares 83,592 Est. Cost $53.53 Unrealized +71.9%
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.8%
Value ($000) $9,333 Shares 86,581 Est. Cost $101.89 Unrealized
IQVIA HOLDINGS INC 0.8%
Value ($000) $9,206 Shares 57,217 Est. Cost $146.73 Unrealized
ABT ABBOTT LABS 0.8%
Value ($000) $9,017 Shares 107,212 Est. Cost $53.11 Unrealized +32.2%
MA MASTERCARD INCORPORATED CL A 0.8%
Value ($000) $8,921 Shares 33,724 Est. Cost $199.67 Unrealized +20.9%
VMWARE, INC. CL A 0.8%
Value ($000) $8,811 Shares 52,697 Est. Cost $152.56 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.8%
Value ($000) $8,427 Shares 60,065 Est. Cost $37.16 Unrealized +239.7%
PFE PFIZER INC COM 0.7%
Value ($000) $8,314 Shares 191,921 Est. Cost $18.05 Unrealized +61.9%
BA BOEING CO COM 0.7%
Value ($000) $8,243 Shares 22,645 Est. Cost $123.61 Unrealized +189.0%
MMM 3M CO 0.7%
Value ($000) $7,712 Shares 44,493 Est. Cost $108.26 Unrealized +11.4%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $7,470 Shares 68,128 Est. Cost $61.37 Unrealized +47.5%
MKL MARKEL CORP 0.6%
Value ($000) $7,185 Shares 6,594 Est. Cost $643.35 Unrealized +62.9%
UMH UMH PROPERTIES INC 0.6%
Value ($000) $7,174 Shares 578,052 Est. Cost $15.64 Unrealized
GPC GENUINE PARTS CO 0.6%
Value ($000) $7,121 Shares 68,753 Est. Cost $65.21 Unrealized +31.0%
DHR DANAHER CORP DEL 0.6%
Value ($000) $6,952 Shares 48,643 Est. Cost $84.75 Unrealized +35.6%
DISCOVERY COMMUNICATNS NEW COM 0.6%
Value ($000) $6,380 Shares 207,805 Est. Cost $22.99 Unrealized
IVW ISHARES TR S&P500 GRW 0.6%
Value ($000) $6,271 Shares 34,986 Est. Cost $161.97 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $6,241 Shares 5,764 Est. Cost $46.38 Unrealized +23.9%
RIO RIO TINTO PLC SPONSORED ADR 0.5%
Value ($000) $6,039 Shares 96,878 Est. Cost $29.81 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.5%
Value ($000) $5,916 Shares 37,598 Est. Cost $133.12 Unrealized
CPRT COPART INC 0.5%
Value ($000) $5,837 Shares 78,095 Est. Cost $7.42 Unrealized +131.3%
INTC INTEL CORP 0.5%
Value ($000) $5,769 Shares 120,508 Est. Cost $36.58 Unrealized +17.8%
DIA SPDR DJIA TRUST 0.5%
Value ($000) $5,681 Shares 21,370 Est. Cost $212.74 Unrealized
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $5,590 Shares 45,289 Est. Cost $92.47 Unrealized +16.2%
NSRGY NESTLE S A - ADR REG SHS 0.5%
Value ($000) $5,507 Shares 53,127 Est. Cost $65.89 Unrealized
BAC BANK AMER CORP COM 0.5%
Value ($000) $5,389 Shares 185,843 Est. Cost $16.08 Unrealized +52.4%
ABBVIE INC. 0.5%
Value ($000) $5,204 Shares 71,567 Est. Cost $44.25 Unrealized
KMX CARMAX INC COM 0.5%
Value ($000) $5,124 Shares 59,007 Est. Cost $78.21 Unrealized 0.0%
ROYAL DUTCH SHELL PLC 0.5%
Value ($000) $5,088 Shares 78,195 Est. Cost $62.83 Unrealized
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $4,990 Shares 2,662 Est. Cost $1761.22 Unrealized +0.3%
DEO DIAGEO PLC-SPONSORED ADR NEW 0.4%
Value ($000) $4,825 Shares 28,001 Est. Cost $115.84 Unrealized
URI UNITED RENTALS INC. 0.4%
Value ($000) $4,754 Shares 35,845 Est. Cost $109.90 Unrealized +11.9%
CBRE CBRE GROUP INC CL A 0.4%
Value ($000) $4,492 Shares 87,572 Est. Cost $34.40 Unrealized +44.5%
EW EDWARDS LIFESCIENCES 0.4%
Value ($000) $4,359 Shares 23,593 Est. Cost $17.79 Unrealized +239.9%
VNQ VANGUARD INDEX FDS REIT ETF 0.4%
Value ($000) $4,343 Shares 49,691 Est. Cost $77.98 Unrealized
EEFT EURONET WORLDWIDE INC 0.4%
Value ($000) $4,178 Shares 24,835 Est. Cost $126.57 Unrealized +20.8%
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $4,168 Shares 17,081 Est. Cost $116.38 Unrealized +85.1%
LLY LILLY ELI & CO 0.4%
Value ($000) $4,160 Shares 37,553 Est. Cost $73.46 Unrealized +47.0%
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $4,124 Shares 20,130 Est. Cost $23.65 Unrealized +76.7%
INTU INTUIT INC 0.4%
Value ($000) $4,060 Shares 15,537 Est. Cost $221.02 Unrealized +10.2%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $4,006 Shares 11,020 Est. Cost $78.84 Unrealized +254.9%
FTV FORTIVE CORPORATION 0.4%
Value ($000) $3,974 Shares 48,753 Est. Cost $37.48 Unrealized +34.7%
WRB WR BERKLEY CORP 0.4%
Value ($000) $3,931 Shares 59,629 Est. Cost $13.93 Unrealized +69.4%
IBM INTERNATIONAL BUSINESS MACHS C 0.4%
Value ($000) $3,928 Shares 28,486 Est. Cost $116.67 Unrealized -15.5%
FE FIRSTENERGY CORP COM 0.3%
Value ($000) $3,790 Shares 88,533 Est. Cost $23.44 Unrealized +36.7%
VMC VULCAN MATLS CO 0.3%
Value ($000) $3,787 Shares 27,583 Est. Cost $69.31 Unrealized +73.9%
KRE KBW REGIONAL BANKING ETF 0.3%
Value ($000) $3,687 Shares 69,000 Est. Cost $38.73 Unrealized
VFC V F CORP 0.3%
Value ($000) $3,664 Shares 41,950 Est. Cost $63.31 Unrealized +36.1%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $3,602 Shares 13,629 Est. Cost $93.83 Unrealized +141.5%
AIG AMERICAN INTL GROUP 0.3%
Value ($000) $3,531 Shares 66,274 Est. Cost $36.90 Unrealized +13.6%
SYK STRYKER CORP 0.3%
Value ($000) $3,441 Shares 16,737 Est. Cost $169.48 Unrealized +4.9%
ORLY O'REILLY AUTOMOTIVE INC 0.3%
Value ($000) $3,438 Shares 9,309 Est. Cost $24.78 Unrealized +2.2%
IJH ISHARES TRUST S&P MIDCAP 400 0.3%
Value ($000) $3,343 Shares 17,209 Est. Cost $120.70 Unrealized
WY WEYERHAEUSER CO 0.3%
Value ($000) $3,334 Shares 126,573 Est. Cost $19.77 Unrealized -0.3%
MAS MASCO CORP COM 0.3%
Value ($000) $3,277 Shares 83,508 Est. Cost $17.85 Unrealized +93.8%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $3,240 Shares 12,856 Est. Cost $146.26 Unrealized +43.4%
IWM ISHARES TRUST RUSSELL 2000 IND 0.3%
Value ($000) $3,204 Shares 20,602 Est. Cost $150.10 Unrealized
PANW PALO ALTO NETWORKS, INC. 0.3%
Value ($000) $3,197 Shares 15,689 Est. Cost $35.82 Unrealized +4.4%
BP BP AMOCO PLC - SPONS ADR 0.3%
Value ($000) $3,144 Shares 75,403 Est. Cost $38.53 Unrealized
WTW WILLIS TOWERS WATSON PUBLIC LI 0.3%
Value ($000) $3,091 Shares 16,140 Est. Cost $100.14 Unrealized +65.3%
PAYPAL HOLDINGS INC 0.3%
Value ($000) $3,061 Shares 26,745 Est. Cost $100.24 Unrealized
HD SUPPLY HOLDINGS, INC. 0.3%
Value ($000) $3,054 Shares 75,825 Est. Cost $31.09 Unrealized
COP CONOCOPHILIPS 0.3%
Value ($000) $2,992 Shares 49,055 Est. Cost $32.88 Unrealized +49.7%
MDT MEDTRONIC PLC 0.3%
Value ($000) $2,903 Shares 29,812 Est. Cost $74.84 Unrealized +1.8%
HON HONEYWELL INTL INC 0.3%
Value ($000) $2,822 Shares 16,166 Est. Cost $94.30 Unrealized +47.0%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $2,763 Shares 13,303 Est. Cost $114.50 Unrealized +48.3%
UNITED TECHNOLOGIES CP 0.2%
Value ($000) $2,741 Shares 21,055 Est. Cost $94.95 Unrealized
WALGREENS BOOTS ALLIANCE, INC. 0.2%
Value ($000) $2,739 Shares 50,103 Est. Cost $74.71 Unrealized
ZOETIS INC. 0.2%
Value ($000) $2,689 Shares 23,691 Est. Cost $93.44 Unrealized
A AGILENT TECHNOLOGIES 0.2%
Value ($000) $2,652 Shares 35,520 Est. Cost $72.29 Unrealized -2.2%
SPHQ INVESCO S&P 500 QUALITY ETF 0.2%
Value ($000) $2,652 Shares 80,061 Est. Cost $30.01 Unrealized
XLK AMEX TECHNOLOGY SECTOR SPDR 0.2%
Value ($000) $2,579 Shares 33,042 Est. Cost $70.04 Unrealized
EMN EASTMAN CHEM CO 0.2%
Value ($000) $2,576 Shares 33,100 Est. Cost $55.91 Unrealized +7.0%
NKE NIKE INC CL B 0.2%
Value ($000) $2,440 Shares 29,059 Est. Cost $46.92 Unrealized +64.3%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $2,396 Shares 23,751 Est. Cost $73.07 Unrealized
EOG EOG RESOURCES INC 0.2%
Value ($000) $2,395 Shares 25,713 Est. Cost $60.60 Unrealized +16.1%
SBUX STARBUCKS CORP 0.2%
Value ($000) $2,372 Shares 28,295 Est. Cost $42.68 Unrealized +59.2%
UNP UNION PAC CORP 0.2%
Value ($000) $2,342 Shares 13,850 Est. Cost $75.59 Unrealized +95.5%
TMO THERMO FISCHER SCIENTIFIC 0.2%
Value ($000) $2,334 Shares 7,946 Est. Cost $265.58 Unrealized +1.9%
ORCL ORACLE CORP 0.2%
Value ($000) $2,325 Shares 40,812 Est. Cost $43.61 Unrealized +12.7%
IJR ISHARES TR CORE S&P SCP ETF 0.2%
Value ($000) $2,245 Shares 28,680 Est. Cost $96.06 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $2,222 Shares 19,364 Est. Cost $71.31 Unrealized +30.1%
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $2,198 Shares 25,370 Est. Cost $71.45 Unrealized +5.6%
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $2,123 Shares 39,379 Est. Cost $24.11 Unrealized +82.9%
PPG PPG INDS INC 0.2%
Value ($000) $2,044 Shares 17,511 Est. Cost $87.61 Unrealized +14.6%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $2,029 Shares 22,991 Est. Cost $54.46 Unrealized +24.4%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $2,018 Shares 15,151 Est. Cost $119.10 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $1,993 Shares 38,025 Est. Cost $38.16 Unrealized +2.0%
INGERSOLL-RAND CO CL A 0.2%
Value ($000) $1,992 Shares 15,722 Est. Cost $109.25 Unrealized
PFG PRINCIPAL FINANCIAL GROUP 0.2%
Value ($000) $1,924 Shares 33,215 Est. Cost $27.44 Unrealized +55.2%
WFC WELLS FARGO & CO NEW COM 0.2%
Value ($000) $1,896 Shares 40,069 Est. Cost $33.99 Unrealized +15.0%
STT STATE STREET CORP 0.2%
Value ($000) $1,888 Shares 33,676 Est. Cost $45.34 Unrealized +10.3%
FIDELITY SOUTHERN CORPORATION 0.2%
Value ($000) $1,851 Shares 59,776 Est. Cost $24.41 Unrealized
EXC EXELON CORPORATION 0.2%
Value ($000) $1,777 Shares 37,074 Est. Cost $20.67 Unrealized +35.1%
BWA BORGWARNER INC COM 0.2%
Value ($000) $1,768 Shares 42,123 Est. Cost $33.05 Unrealized -3.4%
VISTRA ENERGY CORP 0.2%
Value ($000) $1,755 Shares 77,500 Est. Cost $25.20 Unrealized
ACN ACCENTURE PLC 0.2%
Value ($000) $1,749 Shares 9,465 Est. Cost $70.15 Unrealized +133.3%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $1,737 Shares 6,453 Est. Cost $216.23 Unrealized
OMC OMNICOM GROUP INC 0.2%
Value ($000) $1,725 Shares 21,050 Est. Cost $45.23 Unrealized +37.0%
SLB SCHLUMBERGER LTD COM 0.2%
Value ($000) $1,710 Shares 43,020 Est. Cost $54.56 Unrealized -38.3%
BB&T CORP 0.1%
Value ($000) $1,680 Shares 34,192 Est. Cost $44.17 Unrealized
ALLEGHANY CORP DEL 0.1%
Value ($000) $1,671 Shares 2,454 Est. Cost $523.09 Unrealized
XLE AMEX ENERGY SECTOR SPDR 0.1%
Value ($000) $1,664 Shares 26,124 Est. Cost $64.10 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $1,637 Shares 15,852 Est. Cost $72.84 Unrealized +10.0%
LKQ LKQ CORP 0.1%
Value ($000) $1,621 Shares 60,900 Est. Cost $23.83 Unrealized +5.5%
XLF SELECT SECTOR SPDR TR SBI INT- 0.1%
Value ($000) $1,581 Shares 57,287 Est. Cost $21.37 Unrealized
CIEN CIENA CORPORATION 0.1%
Value ($000) $1,552 Shares 37,732 Est. Cost $34.47 Unrealized +11.6%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,548 Shares 7,765 Est. Cost $84.40 Unrealized +105.4%
XLU UTILITIES SELECT SECTOR SPDR 0.1%
Value ($000) $1,541 Shares 25,840 Est. Cost $57.15 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,519 Shares 21,197 Est. Cost $44.92 Unrealized +35.4%
EA ELECTRONIC ARTS INC. 0.1%
Value ($000) $1,479 Shares 14,604 Est. Cost $92.22 Unrealized +0.4%
CVS CVS HEALTH CORP. 0.1%
Value ($000) $1,470 Shares 26,972 Est. Cost $55.65 Unrealized -21.7%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,445 Shares 18,403 Est. Cost $52.30 Unrealized +11.4%
T AT&T INC 0.1%
Value ($000) $1,427 Shares 42,598 Est. Cost $14.36 Unrealized +5.0%
GLW CORNING INC 0.1%
Value ($000) $1,416 Shares 42,625 Est. Cost $13.56 Unrealized +96.3%
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $1,401 Shares 25,073 Est. Cost $55.64 Unrealized -20.4%
PRF INVESCO FTSE RAFI US 1000 ETF 0.1%
Value ($000) $1,392 Shares 11,935 Est. Cost $112.61 Unrealized
NNN NATIONAL RETAIL PROPERTIES INC 0.1%
Value ($000) $1,388 Shares 26,175 Est. Cost $44.81 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,382 Shares 9,166 Est. Cost $115.49 Unrealized +11.3%
CRM SALESFORCE.COM INC 0.1%
Value ($000) $1,376 Shares 9,066 Est. Cost $136.71 Unrealized +13.3%
OSK OSHKOSH CORP COM 0.1%
Value ($000) $1,362 Shares 16,313 Est. Cost $67.17 Unrealized +5.0%
OLED UNIVERSAL DISPLAY CORPORATION 0.1%
Value ($000) $1,339 Shares 7,120 Est. Cost $95.84 Unrealized +65.0%
PRA HEALTH SCIENCES, INC 0.1%
Value ($000) $1,333 Shares 13,449 Est. Cost $110.27 Unrealized
MARVELL TECHNOLOGY GROUP LTD O 0.1%
Value ($000) $1,327 Shares 55,608 Est. Cost $14.14 Unrealized
DIAMONDBACK ENERGY 0.1%
Value ($000) $1,319 Shares 12,106 Est. Cost $107.71 Unrealized
MET METLIFE INC COM 0.1%
Value ($000) $1,281 Shares 25,795 Est. Cost $31.46 Unrealized +19.5%
SO SOUTHERN CO COM 0.1%
Value ($000) $1,277 Shares 23,094 Est. Cost $32.09 Unrealized +28.9%
RWT REDWOOD TRUST, INC. 0.1%
Value ($000) $1,269 Shares 76,750 Est. Cost $16.69 Unrealized
TRV TRAVELERS COS INC 0.1%
Value ($000) $1,233 Shares 8,248 Est. Cost $124.99 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP. 0.1%
Value ($000) $1,233 Shares 14,462 Est. Cost $63.65 Unrealized -0.7%
EATON VANCE CORP COM NON VTG 0.1%
Value ($000) $1,222 Shares 28,335 Est. Cost $37.60 Unrealized
TOTAL SYS SVCS INC 0.1%
Value ($000) $1,201 Shares 9,365 Est. Cost $89.28 Unrealized
TERRAFORM POWER INC 0.1%
Value ($000) $1,184 Shares 82,800 Est. Cost $11.58 Unrealized
KEY KEYCORP NEW 0.1%
Value ($000) $1,171 Shares 65,955 Est. Cost $12.27 Unrealized 0.0%
COF CAPITAL ONE FINANCIAL CORP. 0.1%
Value ($000) $1,162 Shares 12,809 Est. Cost $61.53 Unrealized +29.7%
VEA VANGUARD FTSE DEVELOPED MARKET 0.1%
Value ($000) $1,161 Shares 27,837 Est. Cost $39.81 Unrealized
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $1,159 Shares 25,561 Est. Cost $41.17 Unrealized -12.3%
DOV DOVER CORP 0.1%
Value ($000) $1,131 Shares 11,288 Est. Cost $79.83 Unrealized +9.2%
DLTR DOLLAR TREE, INC. 0.1%
Value ($000) $1,098 Shares 10,225 Est. Cost $93.78 Unrealized +12.2%
GGG GRACO INC 0.1%
Value ($000) $1,081 Shares 21,546 Est. Cost $41.50 Unrealized +11.6%
UNITED HEALTH PRODS INC 0.1%
Value ($000) $1,071 Shares 1,139,000 Est. Cost $0.68 Unrealized
HARRIS CORP DEL 0.1%
Value ($000) $1,034 Shares 5,465 Est. Cost $49.22 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $1,024 Shares 4,525 Est. Cost $72.69 Unrealized +142.5%
IWD ISHARES TR RUS 1000 VAL ETF 0.1%
Value ($000) $1,015 Shares 7,975 Est. Cost $123.77 Unrealized
HII HUNTINGTON INGALLS INDS INC CO 0.1%
Value ($000) $1,011 Shares 4,497 Est. Cost $46.65 Unrealized +296.7%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $984 Shares 8,087 Est. Cost $94.12 Unrealized +5.2%
AME AMETEK INC NEW 0.1%
Value ($000) $960 Shares 10,564 Est. Cost $81.95 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $946 Shares 7,101 Est. Cost $76.31 Unrealized +33.9%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $942 Shares 9,650 Est. Cost $68.07 Unrealized +27.7%
WGO WINNEBAGO INDUSTRIES 0.1%
Value ($000) $901 Shares 23,300 Est. Cost $35.19 Unrealized 0.0%
MCK MCKESSON CORP 0.1%
Value ($000) $894 Shares 6,650 Est. Cost $138.42 Unrealized -14.1%
TORCHMARK CORP 0.1%
Value ($000) $891 Shares 9,959 Est. Cost $69.00 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $874 Shares 13,100 Est. Cost $44.70 Unrealized +28.5%
CB CHUBB LTD 0.1%
Value ($000) $864 Shares 5,863 Est. Cost $103.24 Unrealized +25.3%
FIS FIDELITY NATIONAL INFORMATION 0.1%
Value ($000) $859 Shares 7,000 Est. Cost $43.50 Unrealized +137.5%
VWO VANGUARD INTL EQUITY INDEX FD 0.1%
Value ($000) $852 Shares 20,025 Est. Cost $44.27 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $820 Shares 2,904 Est. Cost $208.59 Unrealized +19.8%
SANDERSON FARMS INC 0.1%
Value ($000) $819 Shares 6,000 Est. Cost $69.60 Unrealized
ADP AUTOMATIC DATA PROCESS 0.1%
Value ($000) $792 Shares 4,789 Est. Cost $55.10 Unrealized +155.8%
IBP INSTALLED BUILDING PRODUCTS 0.1%
Value ($000) $792 Shares 13,373 Est. Cost $51.94 Unrealized -6.5%
MLM MARTIN MARIETTA MATERIALS INC 0.1%
Value ($000) $787 Shares 3,420 Est. Cost $187.11 Unrealized +10.5%
SITE SITEONE LANDSCAPE SUPPLY, INC. 0.1%
Value ($000) $776 Shares 11,200 Est. Cost $30.83 Unrealized +110.1%
MS MORGAN STANLEY DEAN WITTER COM 0.1%
Value ($000) $766 Shares 17,476 Est. Cost $25.87 Unrealized +40.2%
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $761 Shares 7,647 Est. Cost $65.56 Unrealized
NFG NATIONAL FUEL GAS N J 0.1%
Value ($000) $748 Shares 14,180 Est. Cost $56.99 Unrealized -0.1%
TORTOISE ENERGY INFRASTRUCTURE 0.1%
Value ($000) $743 Shares 32,958 Est. Cost $26.93 Unrealized
RAYTHEON CO 0.1%
Value ($000) $733 Shares 4,215 Est. Cost $196.40 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $711 Shares 2,200 Est. Cost $157.82 Unrealized +69.3%
WEC WEC ENERGY GROUP, INC 0.1%
Value ($000) $703 Shares 8,434 Est. Cost $59.17 Unrealized +9.8%
NVS NOVARTIS AG-ADR 0.1%
Value ($000) $686 Shares 7,518 Est. Cost $81.73 Unrealized
WWD WOODWARD, INC 0.1%
Value ($000) $683 Shares 6,036 Est. Cost $102.73 Unrealized 0.0%
AIVL WISDOMTREE DIVIDEND EX-FIN ETF 0.1%
Value ($000) $675 Shares 7,875 Est. Cost $64.06 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS 0.1%
Value ($000) $661 Shares 22,905 Est. Cost $34.82 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $646 Shares 3,505 Est. Cost $117.26 Unrealized +24.7%
BROADCOM LTD 0.1%
Value ($000) $643 Shares 2,235 Est. Cost $300.74 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $640 Shares 6,346 Est. Cost $79.19 Unrealized +18.0%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $637 Shares 2 Est. Cost $170664.90 Unrealized +82.2%
KTOS KRATOS DEFENSE AND SECURITY SO 0.1%
Value ($000) $636 Shares 27,780 Est. Cost $13.21 Unrealized +42.8%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $632 Shares 8,177 Est. Cost $36.45 Unrealized +85.8%
GDX VANECK VECTORS ETF TR GOLD MIN 0.1%
Value ($000) $626 Shares 24,485 Est. Cost $25.57 Unrealized
AERIE PHARMACEUTICALS INC 0.1%
Value ($000) $623 Shares 21,076 Est. Cost $61.55 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $621 Shares 3,800 Est. Cost $134.21 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $586 Shares 5,191 Est. Cost $79.06 Unrealized +21.4%
CRANE COMPANY 0.1%
Value ($000) $582 Shares 6,975 Est. Cost $59.82 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 0.1%
Value ($000) $569 Shares 3,791 Est. Cost $124.73 Unrealized
IOO ISHARES S&P GLOBAL INDEX 100 0.0%
Value ($000) $557 Shares 11,410 Est. Cost $56.71 Unrealized
SOLAR CAPITAL LTD 0.0%
Value ($000) $550 Shares 26,802 Est. Cost $20.52 Unrealized
IYW ISHARES US TECHNOLOGY ETF 0.0%
Value ($000) $548 Shares 2,771 Est. Cost $173.64 Unrealized
ABCB AMERIS BANCORP 0.0%
Value ($000) $514 Shares 13,121 Est. Cost $48.15 Unrealized -31.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $508 Shares 10,722 Est. Cost $23.18 Unrealized +33.4%
TGT TARGET CORP COM 0.0%
Value ($000) $504 Shares 5,821 Est. Cost $60.45 Unrealized +12.0%
EL THE ESTEE LAUDER COMPANIES, IN 0.0%
Value ($000) $497 Shares 2,713 Est. Cost $144.88 Unrealized +8.3%
ROST ROSS STORES INC 0.0%
Value ($000) $485 Shares 4,889 Est. Cost $85.36 Unrealized +7.0%
NVR NVR INC COM 0.0%
Value ($000) $482 Shares 143 Est. Cost $2703.55 Unrealized +18.6%
OEF ISHARES S&P 100 INDEX FUND 0.0%
Value ($000) $478 Shares 3,690 Est. Cost $85.58 Unrealized
RF REGIONS FINANCIAL CORP 0.0%
Value ($000) $463 Shares 31,003 Est. Cost $13.86 Unrealized -19.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $456 Shares 8,972 Est. Cost $42.62 Unrealized +11.6%
IYH ISHARES DJ US HEALTHCARE SEC 0.0%
Value ($000) $448 Shares 2,294 Est. Cost $117.10 Unrealized
HSY HERSHEY FOODS CORP 0.0%
Value ($000) $445 Shares 3,322 Est. Cost $83.10 Unrealized +31.1%
TE CONNECTIVITY LTD 0.0%
Value ($000) $431 Shares 4,500 Est. Cost $88.00 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $426 Shares 4,553 Est. Cost $49.80 Unrealized +37.5%
D DOMINION RES VA NEW 0.0%
Value ($000) $423 Shares 5,467 Est. Cost $48.66 Unrealized +16.8%
EPP ISHARES MSCI PACIFIC EX-JAPAN 0.0%
Value ($000) $420 Shares 8,900 Est. Cost $44.63 Unrealized
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $419 Shares 23,024 Est. Cost $20.01 Unrealized -11.1%
HLT HILTON WORLDWIDE HOLDINGS INC 0.0%
Value ($000) $417 Shares 4,266 Est. Cost $55.58 Unrealized +60.4%
VB VANGUARD INDEX FDS SMALL CP ET 0.0%
Value ($000) $411 Shares 2,621 Est. Cost $153.06 Unrealized
IEX IDEX CORP 0.0%
Value ($000) $409 Shares 2,375 Est. Cost $144.81 Unrealized 0.0%
SYY SYSCO CORP 0.0%
Value ($000) $405 Shares 5,720 Est. Cost $30.35 Unrealized +96.2%
TORTOISE POWER AND ENERGY INFR 0.0%
Value ($000) $403 Shares 21,978 Est. Cost $19.08 Unrealized
FACEBOOK INC-A 0.0%
Value ($000) $401 Shares 2,077 Est. Cost $165.61 Unrealized
TDOC TELADOC INC 0.0%
Value ($000) $381 Shares 5,740 Est. Cost $33.21 Unrealized +75.5%
THVB THOMASVILLE BANCSHARES INC 0.0%
Value ($000) $378 Shares 9,000 Est. Cost $31.80 Unrealized +2.2%
BABA ALIBABA GROUP HOLDING 0.0%
Value ($000) $376 Shares 2,216 Est. Cost $177.65 Unrealized
SCHX SCHWAB US LARGE-CAP ETF 0.0%
Value ($000) $366 Shares 5,214 Est. Cost $59.69 Unrealized
FTEC FIDELITY MSCI INFORMATION TECH 0.0%
Value ($000) $365 Shares 5,861 Est. Cost $49.23 Unrealized
WPP WPP GROUP PLC 0.0%
Value ($000) $365 Shares 5,800 Est. Cost $95.14 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $357 Shares 3,229 Est. Cost $60.75 Unrealized +51.3%
XLI SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $357 Shares 4,613 Est. Cost $77.38 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $347 Shares 4,050 Est. Cost $46.61 Unrealized
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $346 Shares 15,300 Est. Cost $14.43 Unrealized +17.8%
XLY CONSUMER DISCRETIONARY SELECT 0.0%
Value ($000) $345 Shares 2,892 Est. Cost $98.96 Unrealized
SYNOVUS FINANCIAL CORP 0.0%
Value ($000) $337 Shares 9,623 Est. Cost $35.02 Unrealized
PNC PNC FINANCIAL SVCS GROUP 0.0%
Value ($000) $330 Shares 2,406 Est. Cost $67.68 Unrealized +53.8%
ETN EATON CORPORATION, PLC 0.0%
Value ($000) $327 Shares 3,921 Est. Cost $66.48 Unrealized +7.4%
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $325 Shares 2,600 Est. Cost $40.40 Unrealized +187.0%
REG REGENCY CENTERS CORP 0.0%
Value ($000) $322 Shares 4,831 Est. Cost $43.82 Unrealized +16.5%
VGK VANGUARD MSCI EUROPE ETF 0.0%
Value ($000) $321 Shares 5,847 Est. Cost $53.99 Unrealized
AQUA AMERICA INC COM 0.0%
Value ($000) $315 Shares 7,625 Est. Cost $36.90 Unrealized
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $313 Shares 5,150 Est. Cost $40.72 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $308 Shares 1,892 Est. Cost $152.85 Unrealized +10.0%
MORN MORNINGSTAR INC 0.0%
Value ($000) $305 Shares 2,110 Est. Cost $90.03 Unrealized +53.3%
VYM VANGUARD HIGH DIV YLD 0.0%
Value ($000) $302 Shares 3,455 Est. Cost $78.52 Unrealized
SIEGY SIEMENS AG SPONS ADR 0.0%
Value ($000) $299 Shares 5,025 Est. Cost $81.71 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $296 Shares 4,819 Est. Cost $17.64 Unrealized +270.0%
DAL DELTA AIR LINES INC DEL COM NE 0.0%
Value ($000) $286 Shares 5,043 Est. Cost $48.39 Unrealized +10.1%
ALL ALLSTATE CORP 0.0%
Value ($000) $284 Shares 2,790 Est. Cost $66.01 Unrealized +26.5%
GIS GENERAL MLS INC 0.0%
Value ($000) $283 Shares 5,383 Est. Cost $41.22 Unrealized 0.0%
EQR EQUITY RESIDENTIAL PROPERTIES 0.0%
Value ($000) $282 Shares 3,720 Est. Cost $31.42 Unrealized +88.8%
IWO ISHARES TR RUSSELL 2000 GROWTH 0.0%
Value ($000) $278 Shares 1,385 Est. Cost $117.54 Unrealized
BROOKFIELD PROPERTY P LP 0.0%
Value ($000) $271 Shares 14,306 Est. Cost $20.88 Unrealized
FEDERAL REALTY INV TRUST 0.0%
Value ($000) $271 Shares 2,105 Est. Cost $103.56 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $264 Shares 5,979 Est. Cost $40.66 Unrealized -4.6%
GPN GLOBAL PAYMENTS INC. 0.0%
Value ($000) $263 Shares 1,640 Est. Cost $115.58 Unrealized +22.5%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $263 Shares 3,000 Est. Cost $95.83 Unrealized
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $259 Shares 1,900 Est. Cost $120.20 Unrealized -4.6%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $259 Shares 565 Est. Cost $106.50 Unrealized +32.3%
MHK MOHAWK INDS INC 0.0%
Value ($000) $258 Shares 1,750 Est. Cost $130.19 Unrealized +6.3%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $257 Shares 3,674 Est. Cost $42.82 Unrealized +23.5%
MAGELLAN MIDSTREAM PARTNERS, L 0.0%
Value ($000) $256 Shares 4,000 Est. Cost $54.50 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $250 Shares 2,119 Est. Cost $71.86 Unrealized +25.3%
BLD TOPBUILD CORP 0.0%
Value ($000) $248 Shares 3,001 Est. Cost $76.49 Unrealized 0.0%
XEL XCEL ENERGY INC 0.0%
Value ($000) $238 Shares 4,003 Est. Cost $46.93 Unrealized 0.0%
EBAY EBAY INC 0.0%
Value ($000) $237 Shares 6,000 Est. Cost $20.30 Unrealized +65.6%
IBB ISHARES NASDAQ BIOTECH ETF 0.0%
Value ($000) $233 Shares 2,140 Est. Cost $121.93 Unrealized
XHB SPDR HOMEBUILDERS ETF 0.0%
Value ($000) $232 Shares 5,563 Est. Cost $38.55 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $228 Shares 1,000 Est. Cost $182.65 Unrealized +13.1%
ROYAL DUTCH SHELL PLC B 0.0%
Value ($000) $224 Shares 3,400 Est. Cost $61.40 Unrealized
MRSH MARSH & MCLENNAN COS 0.0%
Value ($000) $222 Shares 2,229 Est. Cost $79.41 Unrealized +8.7%
AFL AFLAC INC 0.0%
Value ($000) $219 Shares 4,000 Est. Cost $40.99 Unrealized +7.5%
BSX BOSTON SCIENTIFIC CORPORATION 0.0%
Value ($000) $215 Shares 5,000 Est. Cost $30.16 Unrealized +27.5%
PROSHARES S&P 500 DIVIDEND ARI 0.0%
Value ($000) $215 Shares 3,100 Est. Cost $67.74 Unrealized
NUVEEN DOW 30SM DYNAMIC OVERWR 0.0%
Value ($000) $212 Shares 12,023 Est. Cost $18.48 Unrealized
CHKP CHECK POINT SOFTWARE TECHNOLOG 0.0%
Value ($000) $212 Shares 1,837 Est. Cost $116.24 Unrealized +1.6%
ILPT INDUSTRIAL LOGISTICS PROPERTIE 0.0%
Value ($000) $211 Shares 10,123 Est. Cost $19.66 Unrealized
DD DU PONT E I DE NEMOURS 0.0%
Value ($000) $209 Shares 2,781 Est. Cost $27.24 Unrealized 0.0%
CSX CSX CORP 0.0%
Value ($000) $209 Shares 2,700 Est. Cost $21.10 Unrealized +11.6%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $205 Shares 1,776 Est. Cost $97.23 Unrealized 0.0%
SRE SEMPRA ENERGY 0.0%
Value ($000) $205 Shares 1,488 Est. Cost $52.85 Unrealized 0.0%
ENERGY TRANSFER LP 0.0%
Value ($000) $157 Shares 11,150 Est. Cost $13.18 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $156 Shares 10,985 Est. Cost $23.28 Unrealized
OGCP EMPIRE STATE REALTY OP LP SERI 0.0%
Value ($000) $156 Shares 10,737 Est. Cost $17.98 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $124 Shares 11,778 Est. Cost $17.60 Unrealized
VEREIT INC 0.0%
Value ($000) $95 Shares 10,582 Est. Cost $7.75 Unrealized
AMRX AMNEAL PHARMACEUTICALS LLC 0.0%
Value ($000) $72 Shares 10,000 Est. Cost $17.55 Unrealized -41.7%
ATHERSYS INC COM 0.0%
Value ($000) $17 Shares 10,000 Est. Cost $2.10 Unrealized
U.S. TECHNOLOGIES 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
CITIZENS BANCSHARES CORP FRAC1 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized