MONTAG A & ASSOCIATES INC Diversified Active

CIK: 0000829407 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 4, 2019

Total Value ($000): $1,149,347 (100.0% shares, 0.0% debt)

Holdings (303)

SPY SPDR S&P 500 ETF TR TR UNIT 5.9%
Value ($000) $67,918 Shares 228,857 Est. Cost $221.27 Unrealized
IVV ISHARES TR CORE S&P500 ETF 4.8%
Value ($000) $54,855 Shares 183,756 Est. Cost $217.48 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTS 4.1%
Value ($000) $47,575 Shares 134,977 Est. Cost $229.17 Unrealized
KO COCA COLA CO COM 2.9%
Value ($000) $33,071 Shares 607,480 Est. Cost $30.72 Unrealized +43.1%
FISV FISERV INC 2.4%
Value ($000) $27,940 Shares 269,718 Est. Cost $67.12 Unrealized +52.1%
MSFT MICROSOFT CORP COM 2.2%
Value ($000) $25,164 Shares 180,996 Est. Cost $62.86 Unrealized +106.7%
HD HOME DEPOT INC 1.9%
Value ($000) $22,267 Shares 95,968 Est. Cost $87.28 Unrealized +114.4%
GOOG ALPHABET INC CAP STK CL C 1.7%
Value ($000) $19,054 Shares 15,631 Est. Cost $42.73 Unrealized +37.5%
MRK MERCK & CO INC COM 1.6%
Value ($000) $18,342 Shares 217,886 Est. Cost $42.68 Unrealized +53.4%
AMZN AMAZON COM INC 1.5%
Value ($000) $17,489 Shares 10,075 Est. Cost $59.16 Unrealized +56.7%
PEP PEPSICO INC COM 1.5%
Value ($000) $17,135 Shares 124,980 Est. Cost $77.29 Unrealized +41.5%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $16,569 Shares 128,066 Est. Cost $88.14 Unrealized +24.8%
WMT WAL-MART STORES INC COM 1.4%
Value ($000) $16,334 Shares 137,634 Est. Cost $24.85 Unrealized +38.7%
AAPL APPLE INC COM 1.3%
Value ($000) $15,515 Shares 69,274 Est. Cost $25.61 Unrealized +96.1%
IWB ISHARES RUSSELL 1000 INDEX 1.3%
Value ($000) $15,232 Shares 92,576 Est. Cost $105.69 Unrealized
V VISA INC - CLASS A 1.3%
Value ($000) $14,449 Shares 84,001 Est. Cost $94.77 Unrealized +79.7%
VIG VANGUARD DIVIDEND APPRECIATION 1.2%
Value ($000) $14,121 Shares 118,092 Est. Cost $77.82 Unrealized
SUNTRUST BKS INC 1.2%
Value ($000) $13,566 Shares 197,184 Est. Cost $47.02 Unrealized
CSCO CISCO SYS INC COM 1.2%
Value ($000) $13,469 Shares 272,598 Est. Cost $28.15 Unrealized +52.0%
ADBE ADOBE SYS INC COM 1.1%
Value ($000) $12,866 Shares 46,574 Est. Cost $84.43 Unrealized +245.8%
VZ VERIZON COMMUNICATIONS 1.1%
Value ($000) $12,844 Shares 212,785 Est. Cost $39.07 Unrealized +3.5%
PG PROCTER & GAMBLE CO 1.1%
Value ($000) $12,840 Shares 103,233 Est. Cost $74.84 Unrealized +34.9%
TMO THERMO FISCHER SCIENTIFIC 1.1%
Value ($000) $12,092 Shares 41,515 Est. Cost $278.55 Unrealized +1.1%
BA BOEING CO COM 1.0%
Value ($000) $11,789 Shares 30,986 Est. Cost $185.19 Unrealized +90.3%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.0%
Value ($000) $11,600 Shares 55,764 Est. Cost $172.27 Unrealized +19.6%
CVX CHEVRON TEXACO CORP 1.0%
Value ($000) $11,517 Shares 97,112 Est. Cost $76.08 Unrealized +20.3%
EFX EQUIFAX INC 1.0%
Value ($000) $11,120 Shares 79,048 Est. Cost $53.66 Unrealized +149.8%
ICE INTERCONTINENTAL EXCHANGE, INC 1.0%
Value ($000) $11,007 Shares 119,293 Est. Cost $70.09 Unrealized +20.0%
ABT ABBOTT LABS 0.9%
Value ($000) $10,480 Shares 125,252 Est. Cost $56.42 Unrealized +34.8%
JPM JPMORGAN CHASE & CO COM 0.9%
Value ($000) $10,327 Shares 87,744 Est. Cost $55.49 Unrealized +71.3%
VO VANGUARD MID CAP ETF 0.9%
Value ($000) $10,242 Shares 61,108 Est. Cost $102.18 Unrealized
MONMOUTH REAL ESTATE INVESTMEN 0.9%
Value ($000) $10,219 Shares 709,184 Est. Cost $16.72 Unrealized
MA MASTERCARD INCORPORATED CL A 0.8%
Value ($000) $9,496 Shares 34,966 Est. Cost $202.03 Unrealized +31.7%
TJX TJX COS INC NEW 0.8%
Value ($000) $9,402 Shares 168,684 Est. Cost $42.80 Unrealized +17.0%
XOM EXXON MOBIL CORP COM 0.8%
Value ($000) $9,226 Shares 130,656 Est. Cost $56.36 Unrealized -4.6%
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.8%
Value ($000) $9,079 Shares 84,005 Est. Cost $101.89 Unrealized
DIS WALT DISNEY CO 0.8%
Value ($000) $9,031 Shares 69,301 Est. Cost $116.30 Unrealized +15.4%
IQVIA HOLDINGS INC 0.8%
Value ($000) $8,859 Shares 59,307 Est. Cost $146.82 Unrealized
VMWARE, INC. CL A 0.7%
Value ($000) $8,332 Shares 55,522 Est. Cost $152.44 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.7%
Value ($000) $8,220 Shares 51,492 Est. Cost $140.27 Unrealized
UMH UMH PROPERTIES INC 0.7%
Value ($000) $7,774 Shares 552,111 Est. Cost $15.64 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.6%
Value ($000) $7,470 Shares 60,065 Est. Cost $37.16 Unrealized +241.0%
GPC GENUINE PARTS CO 0.6%
Value ($000) $7,420 Shares 74,510 Est. Cost $66.33 Unrealized +20.3%
MMM 3M CO 0.6%
Value ($000) $7,128 Shares 43,356 Est. Cost $108.26 Unrealized +2.2%
SYK STRYKER CORP 0.6%
Value ($000) $7,058 Shares 32,630 Est. Cost $184.44 Unrealized +8.5%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $7,023 Shares 5,751 Est. Cost $46.38 Unrealized +26.7%
DHR DANAHER CORP DEL 0.6%
Value ($000) $6,953 Shares 48,144 Est. Cost $84.75 Unrealized +43.6%
MKL MARKEL CORP 0.6%
Value ($000) $6,695 Shares 5,665 Est. Cost $643.35 Unrealized +76.6%
CPRT COPART INC 0.5%
Value ($000) $6,169 Shares 76,795 Est. Cost $7.42 Unrealized +161.7%
INTC INTEL CORP 0.5%
Value ($000) $6,096 Shares 118,291 Est. Cost $36.58 Unrealized +17.6%
IVW ISHARES TR S&P500 GRW 0.5%
Value ($000) $6,010 Shares 33,386 Est. Cost $161.97 Unrealized
BKNG BOOKING HOLDINGS INC 0.5%
Value ($000) $5,796 Shares 2,953 Est. Cost $1775.40 Unrealized +7.3%
NSRGY NESTLE S A - ADR REG SHS 0.5%
Value ($000) $5,769 Shares 53,127 Est. Cost $65.89 Unrealized
PFE PFIZER INC COM 0.5%
Value ($000) $5,600 Shares 155,859 Est. Cost $18.05 Unrealized +49.6%
KMX CARMAX INC COM 0.5%
Value ($000) $5,534 Shares 62,889 Est. Cost $78.68 Unrealized +9.1%
ABBVIE INC. 0.5%
Value ($000) $5,419 Shares 71,567 Est. Cost $44.25 Unrealized
BAC BANK AMER CORP COM 0.5%
Value ($000) $5,415 Shares 185,623 Est. Cost $16.08 Unrealized +52.8%
DIA SPDR DJIA TRUST 0.5%
Value ($000) $5,316 Shares 19,750 Est. Cost $212.74 Unrealized
EW EDWARDS LIFESCIENCES 0.4%
Value ($000) $5,073 Shares 23,070 Est. Cost $17.79 Unrealized +294.9%
VNQ VANGUARD INDEX FDS REIT ETF 0.4%
Value ($000) $4,905 Shares 52,598 Est. Cost $78.83 Unrealized
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $4,740 Shares 20,343 Est. Cost $23.89 Unrealized +93.6%
DISCOVERY COMMUNICATNS NEW COM 0.4%
Value ($000) $4,692 Shares 176,194 Est. Cost $22.99 Unrealized
VMC VULCAN MATLS CO 0.4%
Value ($000) $4,625 Shares 30,583 Est. Cost $75.62 Unrealized +76.8%
RIO RIO TINTO PLC SPONSORED ADR 0.4%
Value ($000) $4,606 Shares 88,418 Est. Cost $29.81 Unrealized
XLK AMEX TECHNOLOGY SECTOR SPDR 0.4%
Value ($000) $4,503 Shares 55,918 Est. Cost $74.33 Unrealized
DEO DIAGEO PLC-SPONSORED ADR NEW 0.4%
Value ($000) $4,496 Shares 27,498 Est. Cost $115.84 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $4,340 Shares 36,689 Est. Cost $92.47 Unrealized +21.7%
INTU INTUIT INC 0.4%
Value ($000) $4,314 Shares 16,222 Est. Cost $222.83 Unrealized +18.5%
FE FIRSTENERGY CORP COM 0.4%
Value ($000) $4,308 Shares 89,331 Est. Cost $23.44 Unrealized +48.6%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $4,298 Shares 11,020 Est. Cost $78.84 Unrealized +301.4%
WRB WR BERKLEY CORP 0.4%
Value ($000) $4,271 Shares 59,129 Est. Cost $13.93 Unrealized +94.9%
CBRE CBRE GROUP INC CL A 0.4%
Value ($000) $4,203 Shares 79,289 Est. Cost $34.40 Unrealized +52.9%
IBM INTERNATIONAL BUSINESS MACHS C 0.4%
Value ($000) $4,040 Shares 27,781 Est. Cost $116.67 Unrealized -12.2%
LLY LILLY ELI & CO 0.4%
Value ($000) $4,034 Shares 36,071 Est. Cost $73.46 Unrealized +39.8%
ORLY O'REILLY AUTOMOTIVE INC 0.4%
Value ($000) $4,025 Shares 10,099 Est. Cost $24.86 Unrealized +3.9%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $3,927 Shares 13,629 Est. Cost $93.83 Unrealized +173.2%
AKAM AKAMAI TECHNOLOGIES, INC. 0.3%
Value ($000) $3,914 Shares 42,834 Est. Cost $86.79 Unrealized 0.0%
MDT MEDTRONIC PLC 0.3%
Value ($000) $3,802 Shares 35,004 Est. Cost $76.73 Unrealized +14.1%
AIG AMERICAN INTL GROUP 0.3%
Value ($000) $3,691 Shares 66,274 Est. Cost $36.90 Unrealized +26.8%
IJH ISHARES TRUST S&P MIDCAP 400 0.3%
Value ($000) $3,672 Shares 19,005 Est. Cost $127.56 Unrealized
VFC V F CORP 0.3%
Value ($000) $3,644 Shares 40,950 Est. Cost $63.31 Unrealized +34.9%
KRE KBW REGIONAL BANKING ETF 0.3%
Value ($000) $3,643 Shares 69,000 Est. Cost $38.73 Unrealized
PAYPAL HOLDINGS INC 0.3%
Value ($000) $3,543 Shares 34,205 Est. Cost $100.97 Unrealized
AME AMETEK INC NEW 0.3%
Value ($000) $3,510 Shares 38,225 Est. Cost $83.83 Unrealized +0.9%
ROYAL DUTCH SHELL PLC 0.3%
Value ($000) $3,510 Shares 59,638 Est. Cost $62.83 Unrealized
OKE ONEOK INC NEW 0.3%
Value ($000) $3,469 Shares 47,074 Est. Cost $46.59 Unrealized 0.0%
EEFT EURONET WORLDWIDE INC 0.3%
Value ($000) $3,382 Shares 23,115 Est. Cost $126.57 Unrealized +22.3%
MAS MASCO CORP COM 0.3%
Value ($000) $3,371 Shares 80,868 Est. Cost $17.85 Unrealized +102.1%
HD SUPPLY HOLDINGS, INC. 0.3%
Value ($000) $3,358 Shares 85,715 Est. Cost $32.03 Unrealized
WY WEYERHAEUSER CO 0.3%
Value ($000) $3,329 Shares 120,189 Est. Cost $19.77 Unrealized +3.8%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $3,271 Shares 12,930 Est. Cost $146.26 Unrealized +52.8%
FTV FORTIVE CORPORATION 0.3%
Value ($000) $3,130 Shares 45,660 Est. Cost $37.48 Unrealized +19.7%
WTW WILLIS TOWERS WATSON PUBLIC LI 0.3%
Value ($000) $3,115 Shares 16,140 Est. Cost $100.14 Unrealized +78.9%
IWM ISHARES TRUST RUSSELL 2000 IND 0.3%
Value ($000) $3,104 Shares 20,512 Est. Cost $150.10 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $3,019 Shares 17,842 Est. Cost $98.53 Unrealized +41.4%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $2,849 Shares 13,269 Est. Cost $114.50 Unrealized +61.4%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $2,836 Shares 25,384 Est. Cost $96.40 Unrealized +4.6%
UNITED TECHNOLOGIES CP 0.2%
Value ($000) $2,827 Shares 20,705 Est. Cost $94.95 Unrealized
ZOETIS INC. 0.2%
Value ($000) $2,796 Shares 22,441 Est. Cost $93.44 Unrealized
COP CONOCOPHILIPS 0.2%
Value ($000) $2,794 Shares 49,027 Est. Cost $32.88 Unrealized +37.8%
SPHQ INVESCO S&P 500 QUALITY ETF 0.2%
Value ($000) $2,786 Shares 83,061 Est. Cost $30.14 Unrealized
BP BP AMOCO PLC - SPONS ADR 0.2%
Value ($000) $2,724 Shares 71,696 Est. Cost $38.53 Unrealized
NKE NIKE INC CL B 0.2%
Value ($000) $2,713 Shares 28,881 Est. Cost $46.92 Unrealized +67.9%
WALGREENS BOOTS ALLIANCE, INC. 0.2%
Value ($000) $2,705 Shares 48,913 Est. Cost $74.71 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $2,664 Shares 12,260 Est. Cost $116.38 Unrealized +86.6%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $2,642 Shares 25,755 Est. Cost $75.37 Unrealized
ABCB AMERIS BANCORP 0.2%
Value ($000) $2,452 Shares 60,941 Est. Cost $37.24 Unrealized -8.0%
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $2,406 Shares 27,795 Est. Cost $72.19 Unrealized +10.8%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $2,302 Shares 24,016 Est. Cost $55.14 Unrealized +27.9%
ORCL ORACLE CORP 0.2%
Value ($000) $2,246 Shares 40,812 Est. Cost $43.61 Unrealized +15.5%
IJR ISHARES TR CORE S&P SCP ETF 0.2%
Value ($000) $2,246 Shares 28,855 Est. Cost $96.06 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $2,177 Shares 39,349 Est. Cost $24.11 Unrealized +93.6%
EMN EASTMAN CHEM CO 0.2%
Value ($000) $2,163 Shares 29,300 Est. Cost $55.91 Unrealized +1.9%
SBUX STARBUCKS CORP 0.2%
Value ($000) $2,155 Shares 24,367 Est. Cost $42.68 Unrealized +88.9%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $2,142 Shares 16,571 Est. Cost $71.31 Unrealized +44.2%
PPG PPG INDS INC 0.2%
Value ($000) $2,139 Shares 18,052 Est. Cost $88.03 Unrealized +15.7%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $2,055 Shares 14,801 Est. Cost $119.10 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $2,041 Shares 12,600 Est. Cost $75.59 Unrealized +92.9%
SATS ECHOSTAR CORP 0.2%
Value ($000) $2,026 Shares 51,125 Est. Cost $36.13 Unrealized 0.0%
WFC WELLS FARGO & CO NEW COM 0.2%
Value ($000) $2,016 Shares 39,974 Est. Cost $33.99 Unrealized +17.1%
INGERSOLL-RAND CO CL A 0.2%
Value ($000) $1,989 Shares 16,142 Est. Cost $109.61 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $1,939 Shares 7,114 Est. Cost $221.47 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $1,920 Shares 34,690 Est. Cost $38.16 Unrealized +7.8%
PFG PRINCIPAL FINANCIAL GROUP 0.2%
Value ($000) $1,874 Shares 32,800 Est. Cost $27.44 Unrealized +60.1%
LKQ LKQ CORP 0.2%
Value ($000) $1,871 Shares 59,500 Est. Cost $23.83 Unrealized +3.1%
ACN ACCENTURE PLC 0.2%
Value ($000) $1,868 Shares 9,710 Est. Cost $72.84 Unrealized +142.4%
STT STATE STREET CORP 0.2%
Value ($000) $1,866 Shares 31,526 Est. Cost $45.34 Unrealized -0.7%
EXC EXELON CORPORATION 0.2%
Value ($000) $1,774 Shares 36,724 Est. Cost $20.67 Unrealized +29.5%
CVS CVS HEALTH CORP. 0.1%
Value ($000) $1,701 Shares 26,972 Est. Cost $55.65 Unrealized -13.1%
XLU UTILITIES SELECT SECTOR SPDR 0.1%
Value ($000) $1,649 Shares 25,465 Est. Cost $57.15 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value ($000) $1,648 Shares 21,050 Est. Cost $45.23 Unrealized +39.0%
KEY KEYCORP NEW 0.1%
Value ($000) $1,641 Shares 91,999 Est. Cost $12.39 Unrealized +2.4%
VISTRA ENERGY CORP 0.1%
Value ($000) $1,617 Shares 60,500 Est. Cost $25.20 Unrealized
T AT&T INC 0.1%
Value ($000) $1,597 Shares 42,198 Est. Cost $14.36 Unrealized +18.4%
CRM SALESFORCE.COM INC 0.1%
Value ($000) $1,568 Shares 10,564 Est. Cost $138.62 Unrealized +8.3%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,555 Shares 21,156 Est. Cost $44.92 Unrealized +39.2%
BWA BORGWARNER INC COM 0.1%
Value ($000) $1,545 Shares 42,123 Est. Cost $33.05 Unrealized -11.8%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,543 Shares 9,861 Est. Cost $116.53 Unrealized +11.7%
BB&T CORP 0.1%
Value ($000) $1,542 Shares 28,900 Est. Cost $44.17 Unrealized
UNITED HEALTH PRODS INC 0.1%
Value ($000) $1,538 Shares 1,139,000 Est. Cost $0.68 Unrealized
TERRAFORM POWER INC 0.1%
Value ($000) $1,509 Shares 82,800 Est. Cost $11.58 Unrealized
CIEN CIENA CORPORATION 0.1%
Value ($000) $1,505 Shares 38,357 Est. Cost $34.59 Unrealized +21.2%
DOV DOVER CORP 0.1%
Value ($000) $1,487 Shares 14,939 Est. Cost $81.74 Unrealized +7.2%
GPN GLOBAL PAYMENTS INC. 0.1%
Value ($000) $1,467 Shares 9,225 Est. Cost $148.31 Unrealized +4.8%
XLF SELECT SECTOR SPDR TR SBI INT- 0.1%
Value ($000) $1,460 Shares 52,125 Est. Cost $21.37 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.1%
Value ($000) $1,429 Shares 11,144 Est. Cost $125.04 Unrealized
EA ELECTRONIC ARTS INC. 0.1%
Value ($000) $1,409 Shares 14,409 Est. Cost $92.22 Unrealized -0.9%
ALLEGHANY CORP DEL 0.1%
Value ($000) $1,407 Shares 1,764 Est. Cost $523.09 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.1%
Value ($000) $1,407 Shares 11,935 Est. Cost $112.61 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.1%
Value ($000) $1,402 Shares 5,115 Est. Cost $203.43 Unrealized +16.2%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,395 Shares 7,765 Est. Cost $84.40 Unrealized +91.4%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,395 Shares 18,375 Est. Cost $52.30 Unrealized +8.4%
MARVELL TECHNOLOGY GROUP LTD O 0.1%
Value ($000) $1,389 Shares 55,608 Est. Cost $14.14 Unrealized
URI UNITED RENTALS INC. 0.1%
Value ($000) $1,380 Shares 11,070 Est. Cost $109.90 Unrealized +6.8%
NNN NATIONAL RETAIL PROPERTIES INC 0.1%
Value ($000) $1,377 Shares 24,419 Est. Cost $44.81 Unrealized
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $1,374 Shares 40,224 Est. Cost $54.56 Unrealized -43.3%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $1,345 Shares 11,377 Est. Cost $96.46 Unrealized +6.0%
SO SOUTHERN CO COM 0.1%
Value ($000) $1,293 Shares 20,935 Est. Cost $32.09 Unrealized +41.1%
RWT REDWOOD TRUST, INC. 0.1%
Value ($000) $1,279 Shares 77,950 Est. Cost $16.68 Unrealized
EATON VANCE CORP COM NON VTG 0.1%
Value ($000) $1,273 Shares 28,335 Est. Cost $37.60 Unrealized
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $1,251 Shares 24,666 Est. Cost $41.17 Unrealized -10.7%
ACTIVISION INC NEW COM NEW 0.1%
Value ($000) $1,227 Shares 23,178 Est. Cost $52.94 Unrealized
EOG EOG RESOURCES INC 0.1%
Value ($000) $1,227 Shares 16,534 Est. Cost $60.60 Unrealized +1.5%
TRV TRAVELERS COS INC 0.1%
Value ($000) $1,226 Shares 8,248 Est. Cost $124.99 Unrealized +3.6%
MET METLIFE INC COM 0.1%
Value ($000) $1,216 Shares 25,795 Est. Cost $31.46 Unrealized +22.3%
GGG GRACO INC 0.1%
Value ($000) $1,213 Shares 26,350 Est. Cost $41.88 Unrealized +4.1%
DLTR DOLLAR TREE, INC. 0.1%
Value ($000) $1,213 Shares 10,625 Est. Cost $94.19 Unrealized +11.1%
XLE AMEX ENERGY SECTOR SPDR 0.1%
Value ($000) $1,209 Shares 20,419 Est. Cost $64.10 Unrealized
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $1,206 Shares 19,848 Est. Cost $55.64 Unrealized -22.5%
LHX L3HARRIS TECHNOLOGIES IN 0.1%
Value ($000) $1,197 Shares 5,738 Est. Cost $180.55 Unrealized 0.0%
OLED UNIVERSAL DISPLAY CORPORATION 0.1%
Value ($000) $1,195 Shares 7,120 Est. Cost $95.84 Unrealized +98.6%
GLW CORNING INC 0.1%
Value ($000) $1,193 Shares 41,825 Est. Cost $13.56 Unrealized +84.3%
COR AMERISOURCEBERGEN CORP. 0.1%
Value ($000) $1,191 Shares 14,462 Est. Cost $63.65 Unrealized +10.0%
COF CAPITAL ONE FINANCIAL CORP. 0.1%
Value ($000) $1,165 Shares 12,809 Est. Cost $61.53 Unrealized +31.0%
VEA VANGUARD FTSE DEVELOPED MARKET 0.1%
Value ($000) $1,148 Shares 27,946 Est. Cost $39.81 Unrealized
DIAMONDBACK ENERGY 0.1%
Value ($000) $1,082 Shares 12,029 Est. Cost $107.71 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $1,008 Shares 7,093 Est. Cost $76.31 Unrealized +43.8%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $1,004 Shares 4,525 Est. Cost $72.69 Unrealized +164.9%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $996 Shares 9,125 Est. Cost $68.07 Unrealized +34.9%
GL GLOBE LIFE INC 0.1%
Value ($000) $954 Shares 9,959 Est. Cost $86.06 Unrealized 0.0%
CB CHUBB LTD 0.1%
Value ($000) $947 Shares 5,863 Est. Cost $103.24 Unrealized +35.0%
HII HUNTINGTON INGALLS INDS INC CO 0.1%
Value ($000) $946 Shares 4,468 Est. Cost $46.65 Unrealized +304.9%
FIS FIDELITY NATIONAL INFORMATION 0.1%
Value ($000) $929 Shares 7,000 Est. Cost $43.50 Unrealized +169.2%
MCK MCKESSON CORP 0.1%
Value ($000) $909 Shares 6,650 Est. Cost $138.42 Unrealized -2.0%
SANDERSON FARMS INC 0.1%
Value ($000) $908 Shares 6,000 Est. Cost $69.60 Unrealized
WGO WINNEBAGO INDUSTRIES 0.1%
Value ($000) $894 Shares 23,300 Est. Cost $35.19 Unrealized +3.5%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $869 Shares 13,000 Est. Cost $44.70 Unrealized +21.6%
WWD WOODWARD, INC 0.1%
Value ($000) $845 Shares 7,836 Est. Cost $103.38 Unrealized +2.1%
SITE SITEONE LANDSCAPE SUPPLY, INC. 0.1%
Value ($000) $829 Shares 11,200 Est. Cost $30.83 Unrealized +138.2%
RAYTHEON CO 0.1%
Value ($000) $827 Shares 4,215 Est. Cost $196.40 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $825 Shares 2,200 Est. Cost $157.82 Unrealized +101.9%
VWO VANGUARD INTL EQUITY INDEX FD 0.1%
Value ($000) $800 Shares 19,875 Est. Cost $44.27 Unrealized
WEC WEC ENERGY GROUP, INC 0.1%
Value ($000) $800 Shares 8,416 Est. Cost $59.17 Unrealized +24.2%
IEX IDEX CORP 0.1%
Value ($000) $780 Shares 4,761 Est. Cost $149.23 Unrealized +3.0%
ADP AUTOMATIC DATA PROCESS 0.1%
Value ($000) $770 Shares 4,770 Est. Cost $55.10 Unrealized +161.3%
IBP INSTALLED BUILDING PRODUCTS 0.1%
Value ($000) $767 Shares 13,373 Est. Cost $51.94 Unrealized -0.3%
AIVL WISDOMTREE DIVIDEND EX-FIN ETF 0.1%
Value ($000) $763 Shares 8,725 Est. Cost $66.34 Unrealized
MS MORGAN STANLEY DEAN WITTER COM 0.1%
Value ($000) $746 Shares 17,476 Est. Cost $25.87 Unrealized +35.3%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $737 Shares 6,150 Est. Cost $72.84 Unrealized +22.1%
LOW LOWES COS INC 0.1%
Value ($000) $695 Shares 6,322 Est. Cost $79.19 Unrealized +18.7%
SOLAR CAPITAL LTD 0.1%
Value ($000) $680 Shares 32,945 Est. Cost $20.54 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $678 Shares 3,505 Est. Cost $117.26 Unrealized +34.7%
NFG NATIONAL FUEL GAS N J 0.1%
Value ($000) $665 Shares 14,180 Est. Cost $56.99 Unrealized -14.8%
LULU LULULEMON ATHLETICA 0.1%
Value ($000) $656 Shares 3,405 Est. Cost $186.88 Unrealized 0.0%
EPD ENTERPRISE PRODUCTS PARTNERS 0.1%
Value ($000) $655 Shares 22,905 Est. Cost $34.82 Unrealized
GDX VANECK VECTORS ETF TR GOLD MIN 0.1%
Value ($000) $654 Shares 24,485 Est. Cost $25.57 Unrealized
NVS NOVARTIS AG-ADR 0.1%
Value ($000) $651 Shares 7,490 Est. Cost $81.73 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $648 Shares 8,177 Est. Cost $36.45 Unrealized +87.8%
TGT TARGET CORP COM 0.1%
Value ($000) $638 Shares 5,966 Est. Cost $60.94 Unrealized +31.9%
NVR NVR INC COM 0.1%
Value ($000) $636 Shares 171 Est. Cost $2837.37 Unrealized +24.1%
TORTOISE ENERGY INFRASTRUCTURE 0.1%
Value ($000) $633 Shares 30,958 Est. Cost $26.93 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $632 Shares 3,800 Est. Cost $134.21 Unrealized
SYNOVUS FINANCIAL CORP 0.1%
Value ($000) $621 Shares 17,373 Est. Cost $35.34 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $606 Shares 5,947 Est. Cost $65.56 Unrealized
VB VANGUARD INDEX FDS SMALL CP ET 0.1%
Value ($000) $593 Shares 3,854 Est. Cost $153.32 Unrealized
CRANE COMPANY 0.0%
Value ($000) $562 Shares 6,975 Est. Cost $59.82 Unrealized
IYW ISHARES US TECHNOLOGY ETF 0.0%
Value ($000) $518 Shares 2,536 Est. Cost $173.64 Unrealized
IOO ISHARES S&P GLOBAL INDEX 100 0.0%
Value ($000) $515 Shares 10,410 Est. Cost $56.71 Unrealized
HSY HERSHEY FOODS CORP 0.0%
Value ($000) $514 Shares 3,316 Est. Cost $83.10 Unrealized +56.7%
ROST ROSS STORES INC 0.0%
Value ($000) $491 Shares 4,469 Est. Cost $85.36 Unrealized +16.0%
RF REGIONS FINANCIAL CORP 0.0%
Value ($000) $490 Shares 31,003 Est. Cost $13.86 Unrealized -16.2%
KTOS KRATOS DEFENSE AND SECURITY SO 0.0%
Value ($000) $490 Shares 26,376 Est. Cost $13.21 Unrealized +58.8%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $485 Shares 8,972 Est. Cost $42.62 Unrealized +13.2%
OEF ISHARES S&P 100 INDEX FUND 0.0%
Value ($000) $485 Shares 3,690 Est. Cost $85.58 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $483 Shares 3,196 Est. Cost $124.73 Unrealized
EL THE ESTEE LAUDER COMPANIES, IN 0.0%
Value ($000) $480 Shares 2,413 Est. Cost $144.88 Unrealized +21.5%
SYY SYSCO CORP 0.0%
Value ($000) $454 Shares 5,720 Est. Cost $30.35 Unrealized +103.5%
PSX PHILLIPS 66 0.0%
Value ($000) $451 Shares 4,403 Est. Cost $49.80 Unrealized +55.2%
D DOMINION RES VA NEW 0.0%
Value ($000) $443 Shares 5,467 Est. Cost $48.66 Unrealized +20.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $439 Shares 10,722 Est. Cost $23.18 Unrealized +19.1%
IYH ISHARES DJ US HEALTHCARE SEC 0.0%
Value ($000) $434 Shares 2,294 Est. Cost $117.10 Unrealized
DISCOVER FINANCIAL SERVICES CO 0.0%
Value ($000) $426 Shares 5,248 Est. Cost $81.17 Unrealized
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $423 Shares 23,024 Est. Cost $20.01 Unrealized -11.8%
TE CONNECTIVITY LTD 0.0%
Value ($000) $419 Shares 4,500 Est. Cost $88.00 Unrealized
AERIE PHARMACEUTICALS INC 0.0%
Value ($000) $402 Shares 20,926 Est. Cost $61.55 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN 0.0%
Value ($000) $398 Shares 8,900 Est. Cost $44.63 Unrealized
HLT HILTON WORLDWIDE HOLDINGS INC 0.0%
Value ($000) $397 Shares 4,266 Est. Cost $55.58 Unrealized +68.0%
TDOC TELADOC INC 0.0%
Value ($000) $389 Shares 5,740 Est. Cost $33.21 Unrealized +98.2%
PANW PALO ALTO NETWORKS, INC. 0.0%
Value ($000) $385 Shares 1,889 Est. Cost $35.82 Unrealized -1.2%
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $383 Shares 4,401 Est. Cost $49.83 Unrealized
THVB THOMASVILLE BANCSHARES INC 0.0%
Value ($000) $378 Shares 9,000 Est. Cost $31.80 Unrealized +10.5%
FACEBOOK INC-A 0.0%
Value ($000) $370 Shares 2,077 Est. Cost $165.61 Unrealized
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $369 Shares 2,600 Est. Cost $40.40 Unrealized +235.1%
YUM YUM! BRANDS INC 0.0%
Value ($000) $366 Shares 3,229 Est. Cost $60.75 Unrealized +67.1%
TORTOISE POWER AND ENERGY INFR 0.0%
Value ($000) $354 Shares 19,678 Est. Cost $19.08 Unrealized
AQUA AMERICA INC COM 0.0%
Value ($000) $342 Shares 7,625 Est. Cost $36.90 Unrealized
WPP WPP GROUP PLC 0.0%
Value ($000) $338 Shares 5,400 Est. Cost $95.14 Unrealized
PNC PNC FINANCIAL SVCS GROUP 0.0%
Value ($000) $337 Shares 2,406 Est. Cost $67.68 Unrealized +59.1%
REG REGENCY CENTERS CORP 0.0%
Value ($000) $330 Shares 4,754 Est. Cost $43.82 Unrealized +16.5%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $330 Shares 15,300 Est. Cost $14.43 Unrealized +15.8%
ELV ANTHEM INC 0.0%
Value ($000) $329 Shares 1,370 Est. Cost $208.59 Unrealized +20.5%
EQR EQUITY RESIDENTIAL PROPERTIES 0.0%
Value ($000) $321 Shares 3,720 Est. Cost $31.42 Unrealized +103.7%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.0%
Value ($000) $312 Shares 1 Est. Cost $170664.90 Unrealized +81.3%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $311 Shares 565 Est. Cost $106.50 Unrealized +51.0%
SCHX SCHWAB US LARGE-CAP ETF 0.0%
Value ($000) $310 Shares 4,365 Est. Cost $59.69 Unrealized
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $309 Shares 5,150 Est. Cost $40.72 Unrealized
MORN MORNINGSTAR INC 0.0%
Value ($000) $308 Shares 2,110 Est. Cost $90.03 Unrealized +71.0%
VYM VANGUARD HIGH DIV YLD 0.0%
Value ($000) $307 Shares 3,455 Est. Cost $78.52 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $303 Shares 2,790 Est. Cost $66.01 Unrealized +35.8%
GIS GENERAL MLS INC 0.0%
Value ($000) $297 Shares 5,383 Est. Cost $41.22 Unrealized +5.3%
DAL DELTA AIR LINES INC DEL COM NE 0.0%
Value ($000) $290 Shares 5,043 Est. Cost $48.39 Unrealized +17.2%
BLD TOPBUILD CORP 0.0%
Value ($000) $289 Shares 3,001 Est. Cost $76.49 Unrealized +15.5%
FEDERAL REALTY INV TRUST 0.0%
Value ($000) $287 Shares 2,105 Est. Cost $103.56 Unrealized
BROADCOM LTD 0.0%
Value ($000) $285 Shares 1,031 Est. Cost $300.74 Unrealized
VGK VANGUARD MSCI EUROPE ETF 0.0%
Value ($000) $281 Shares 5,247 Est. Cost $53.99 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $276 Shares 2,119 Est. Cost $71.86 Unrealized +39.4%
ETSY ETSY INC 0.0%
Value ($000) $272 Shares 4,819 Est. Cost $17.64 Unrealized +233.3%
IWO ISHARES TR RUSSELL 2000 GROWTH 0.0%
Value ($000) $270 Shares 1,402 Est. Cost $118.45 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.0%
Value ($000) $267 Shares 4,761 Est. Cost $56.08 Unrealized
MAGELLAN MIDSTREAM PARTNERS, L 0.0%
Value ($000) $265 Shares 4,000 Est. Cost $54.50 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $259 Shares 3,984 Est. Cost $46.93 Unrealized +9.1%
A AGILENT TECHNOLOGIES 0.0%
Value ($000) $256 Shares 3,345 Est. Cost $72.29 Unrealized -4.6%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $255 Shares 5,647 Est. Cost $40.66 Unrealized -9.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $246 Shares 3,568 Est. Cost $42.82 Unrealized +26.5%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $245 Shares 1,000 Est. Cost $182.65 Unrealized +29.7%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $240 Shares 1,900 Est. Cost $120.20 Unrealized -7.6%
EBAY EBAY INC 0.0%
Value ($000) $234 Shares 6,000 Est. Cost $20.30 Unrealized +77.3%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $229 Shares 3,000 Est. Cost $95.83 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $229 Shares 1,550 Est. Cost $152.85 Unrealized +1.8%
PROSHARES S&P 500 DIVIDEND ARI 0.0%
Value ($000) $222 Shares 3,100 Est. Cost $67.74 Unrealized
SIEGY SIEMENS AG SPONS ADR 0.0%
Value ($000) $222 Shares 4,137 Est. Cost $81.71 Unrealized
MRSH MARSH & MCLENNAN COS 0.0%
Value ($000) $220 Shares 2,202 Est. Cost $79.41 Unrealized +14.0%
SRE SEMPRA ENERGY 0.0%
Value ($000) $220 Shares 1,488 Est. Cost $52.85 Unrealized +7.6%
BROOKFIELD PROPERTY P LP 0.0%
Value ($000) $217 Shares 10,672 Est. Cost $20.88 Unrealized
MHK MOHAWK INDS INC 0.0%
Value ($000) $217 Shares 1,750 Est. Cost $130.19 Unrealized -1.4%
NUVEEN DOW 30SM DYNAMIC OVERWR 0.0%
Value ($000) $214 Shares 12,023 Est. Cost $18.48 Unrealized
IBB ISHARES NASDAQ BIOTECH ETF 0.0%
Value ($000) $213 Shares 2,140 Est. Cost $121.93 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $209 Shares 4,000 Est. Cost $40.99 Unrealized +10.7%
ILPT INDUSTRIAL LOGISTICS PROPERTIE 0.0%
Value ($000) $209 Shares 9,822 Est. Cost $19.66 Unrealized
XHB SPDR HOMEBUILDERS ETF 0.0%
Value ($000) $208 Shares 4,723 Est. Cost $38.55 Unrealized
XLY CONSUMER DISCRETIONARY SELECT 0.0%
Value ($000) $204 Shares 1,692 Est. Cost $98.96 Unrealized
BSX BOSTON SCIENTIFIC CORPORATION 0.0%
Value ($000) $203 Shares 5,000 Est. Cost $30.16 Unrealized +40.5%
ESS ESSEX PROPERTY TRUST INC 0.0%
Value ($000) $202 Shares 617 Est. Cost $249.55 Unrealized 0.0%
CMCSA COMCAST CORP CL A 0.0%
Value ($000) $200 Shares 4,445 Est. Cost $37.51 Unrealized 0.0%
OGCP EMPIRE STATE REALTY OP LP SERI 0.0%
Value ($000) $152 Shares 10,737 Est. Cost $17.98 Unrealized
ENERGY TRANSFER LP 0.0%
Value ($000) $146 Shares 11,150 Est. Cost $13.18 Unrealized
VEREIT INC 0.0%
Value ($000) $103 Shares 10,582 Est. Cost $7.75 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $99 Shares 11,028 Est. Cost $17.60 Unrealized
GRWG GROWGENERATION CORP 0.0%
Value ($000) $43 Shares 10,000 Est. Cost $4.50 Unrealized 0.0%
ATHERSYS INC COM 0.0%
Value ($000) $13 Shares 10,000 Est. Cost $2.10 Unrealized
ISOLF ISODIOL INTERNATIONAL 0.0%
Value ($000) $2 Shares 11,429 Est. Cost $0.36 Unrealized 0.0%
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