MONTAG A & ASSOCIATES INC Diversified Active

CIK: 0000829407 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 5, 2020

Total Value ($000): $1,251,028 (100.0% shares, 0.0% debt)

Holdings (307)

SPY SPDR S&P 500 ETF TR TR UNIT 5.7%
Value ($000) $70,800 Shares 219,973 Est. Cost $221.27 Unrealized
IVV ISHARES TR CORE S&P500 ETF 4.6%
Value ($000) $57,756 Shares 178,678 Est. Cost $217.48 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTS 4.1%
Value ($000) $51,061 Shares 136,026 Est. Cost $229.17 Unrealized
KO COCA COLA CO COM 2.6%
Value ($000) $32,719 Shares 591,138 Est. Cost $30.72 Unrealized +44.9%
FISV FISERV INC 2.4%
Value ($000) $29,734 Shares 257,144 Est. Cost $67.12 Unrealized +64.5%
MSFT MICROSOFT CORP COM 2.3%
Value ($000) $28,927 Shares 183,433 Est. Cost $63.88 Unrealized +118.0%
HD HOME DEPOT INC 1.7%
Value ($000) $21,251 Shares 97,311 Est. Cost $88.76 Unrealized +119.7%
GOOG ALPHABET INC CAP STK CL C 1.7%
Value ($000) $21,229 Shares 15,878 Est. Cost $43.06 Unrealized +48.8%
MRK MERCK & CO INC COM 1.6%
Value ($000) $19,990 Shares 219,788 Est. Cost $42.68 Unrealized +58.3%
AAPL APPLE INC COM 1.6%
Value ($000) $19,974 Shares 68,021 Est. Cost $25.61 Unrealized +142.1%
AMZN AMAZON COM INC 1.5%
Value ($000) $18,894 Shares 10,225 Est. Cost $59.59 Unrealized +48.5%
TRUIST FINANCIAL CORPORATION 1.5%
Value ($000) $18,338 Shares 325,608 Est. Cost $56.32 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $17,918 Shares 122,837 Est. Cost $88.14 Unrealized +29.4%
CSCO CISCO SYS INC COM 1.4%
Value ($000) $17,844 Shares 372,068 Est. Cost $30.93 Unrealized +24.7%
PEP PEPSICO INC COM 1.4%
Value ($000) $17,288 Shares 126,498 Est. Cost $77.71 Unrealized +45.1%
IWB ISHARES RUSSELL 1000 INDEX 1.3%
Value ($000) $16,170 Shares 90,628 Est. Cost $105.69 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION 1.2%
Value ($000) $14,964 Shares 120,035 Est. Cost $78.58 Unrealized
V VISA INC - CLASS A 1.2%
Value ($000) $14,702 Shares 78,246 Est. Cost $94.77 Unrealized +82.1%
JPM JPMORGAN CHASE & CO COM 1.2%
Value ($000) $14,515 Shares 104,124 Est. Cost $63.86 Unrealized +70.2%
ADBE ADOBE SYS INC COM 1.1%
Value ($000) $14,362 Shares 43,545 Est. Cost $84.43 Unrealized +248.5%
VZ VERIZON COMMUNICATIONS 1.1%
Value ($000) $13,230 Shares 215,467 Est. Cost $39.12 Unrealized +9.4%
WMT WAL-MART STORES INC COM 1.0%
Value ($000) $13,010 Shares 109,479 Est. Cost $24.85 Unrealized +46.4%
TMO THERMO FISCHER SCIENTIFIC 1.0%
Value ($000) $12,873 Shares 39,624 Est. Cost $278.55 Unrealized +7.1%
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $12,855 Shares 102,918 Est. Cost $74.84 Unrealized +40.6%
BA BOEING CO COM 1.0%
Value ($000) $12,674 Shares 38,906 Est. Cost $218.95 Unrealized +60.3%
ABT ABBOTT LABS 0.9%
Value ($000) $11,569 Shares 133,197 Est. Cost $57.55 Unrealized +30.8%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.9%
Value ($000) $11,458 Shares 50,588 Est. Cost $172.27 Unrealized +26.1%
CVX CHEVRON TEXACO CORP 0.9%
Value ($000) $11,282 Shares 93,620 Est. Cost $76.08 Unrealized +17.9%
ICE INTERCONTINENTAL EXCHANGE, INC 0.9%
Value ($000) $11,226 Shares 121,298 Est. Cost $70.34 Unrealized +21.9%
VO VANGUARD MID CAP ETF 0.9%
Value ($000) $10,907 Shares 61,215 Est. Cost $102.18 Unrealized
EFX EQUIFAX INC 0.9%
Value ($000) $10,880 Shares 77,648 Est. Cost $53.66 Unrealized +146.2%
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.8%
Value ($000) $9,896 Shares 85,516 Est. Cost $102.14 Unrealized
TJX TJX COS INC NEW 0.8%
Value ($000) $9,782 Shares 160,195 Est. Cost $42.80 Unrealized +27.6%
PAYPAL HOLDINGS INC 0.8%
Value ($000) $9,670 Shares 89,396 Est. Cost $105.42 Unrealized
SYK STRYKER CORP 0.7%
Value ($000) $9,175 Shares 43,701 Est. Cost $186.91 Unrealized +3.9%
MONMOUTH REAL ESTATE INVESTMEN 0.7%
Value ($000) $9,114 Shares 629,418 Est. Cost $16.72 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.7%
Value ($000) $9,088 Shares 60,015 Est. Cost $37.16 Unrealized +245.7%
XOM EXXON MOBIL CORP COM 0.7%
Value ($000) $8,872 Shares 127,140 Est. Cost $56.36 Unrealized -7.6%
MA MASTERCARD INCORPORATED CL A 0.7%
Value ($000) $8,855 Shares 29,656 Est. Cost $202.03 Unrealized +34.9%
IWF ISHARES RUSSELL 1000 GROWTH 0.7%
Value ($000) $8,534 Shares 48,511 Est. Cost $140.27 Unrealized
DIS WALT DISNEY CO 0.7%
Value ($000) $8,165 Shares 56,452 Est. Cost $116.30 Unrealized +16.7%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $7,984 Shares 5,961 Est. Cost $47.00 Unrealized +36.2%
IQVIA HOLDINGS INC 0.6%
Value ($000) $7,741 Shares 50,103 Est. Cost $146.82 Unrealized
GPC GENUINE PARTS CO 0.6%
Value ($000) $7,468 Shares 70,301 Est. Cost $66.33 Unrealized +29.9%
KRE KBW REGIONAL BANKING ETF 0.6%
Value ($000) $7,421 Shares 127,392 Est. Cost $47.68 Unrealized
FACEBOOK INC-A 0.6%
Value ($000) $7,369 Shares 35,904 Est. Cost $202.95 Unrealized
UMH UMH PROPERTIES INC 0.6%
Value ($000) $7,357 Shares 467,706 Est. Cost $15.64 Unrealized
MMM 3M CO 0.6%
Value ($000) $7,353 Shares 41,676 Est. Cost $108.26 Unrealized +3.2%
VMWARE, INC. CL A 0.6%
Value ($000) $7,343 Shares 48,377 Est. Cost $152.44 Unrealized
HON HONEYWELL INTL INC 0.6%
Value ($000) $7,182 Shares 40,579 Est. Cost $123.96 Unrealized +16.1%
NSRGY NESTLE S A - ADR REG SHS 0.6%
Value ($000) $6,967 Shares 64,387 Est. Cost $73.29 Unrealized
INTC INTEL CORP 0.6%
Value ($000) $6,925 Shares 115,709 Est. Cost $36.58 Unrealized +34.7%
CPRT COPART INC 0.5%
Value ($000) $6,801 Shares 74,785 Est. Cost $7.42 Unrealized +187.7%
INTU INTUIT INC 0.5%
Value ($000) $6,543 Shares 24,979 Est. Cost $232.87 Unrealized +8.0%
BAC BANK AMER CORP COM 0.5%
Value ($000) $6,464 Shares 183,533 Est. Cost $16.08 Unrealized +72.9%
MKL MARKEL CORP 0.5%
Value ($000) $6,410 Shares 5,607 Est. Cost $643.35 Unrealized +77.0%
CBRE CBRE GROUP INC CL A 0.5%
Value ($000) $6,167 Shares 100,619 Est. Cost $38.85 Unrealized +42.6%
PFE PFIZER INC COM 0.5%
Value ($000) $5,888 Shares 150,287 Est. Cost $18.05 Unrealized +47.9%
CHTR CHARTER COMMUNICATIONS INC NEW 0.5%
Value ($000) $5,732 Shares 11,817 Est. Cost $460.22 Unrealized 0.0%
KMX CARMAX INC COM 0.5%
Value ($000) $5,671 Shares 64,689 Est. Cost $79.10 Unrealized +18.9%
ABBVIE INC. 0.4%
Value ($000) $5,576 Shares 62,977 Est. Cost $44.25 Unrealized
DIA SPDR DJIA TRUST 0.4%
Value ($000) $5,562 Shares 19,510 Est. Cost $212.74 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.4%
Value ($000) $5,367 Shares 90,418 Est. Cost $30.47 Unrealized
DHR DANAHER CORP DEL 0.4%
Value ($000) $5,345 Shares 34,824 Est. Cost $84.75 Unrealized +45.1%
EW EDWARDS LIFESCIENCES 0.4%
Value ($000) $5,205 Shares 22,310 Est. Cost $17.79 Unrealized +338.9%
XLK AMEX TECHNOLOGY SECTOR SPDR 0.4%
Value ($000) $5,205 Shares 56,781 Est. Cost $74.59 Unrealized
ORLY O'REILLY AUTOMOTIVE INC 0.4%
Value ($000) $5,159 Shares 11,771 Est. Cost $25.39 Unrealized +12.7%
SWKS SKYWORKS SOLUTIONS INC 0.4%
Value ($000) $5,131 Shares 42,448 Est. Cost $75.50 Unrealized +12.3%
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $4,877 Shares 20,141 Est. Cost $23.89 Unrealized +110.0%
VNQ VANGUARD INDEX FDS REIT ETF 0.4%
Value ($000) $4,766 Shares 51,361 Est. Cost $78.83 Unrealized
ADI ANALOG DEVICES INC 0.4%
Value ($000) $4,640 Shares 39,045 Est. Cost $97.95 Unrealized +3.0%
DEO DIAGEO PLC-SPONSORED ADR NEW 0.4%
Value ($000) $4,606 Shares 27,346 Est. Cost $115.84 Unrealized
LLY LILLY ELI & CO 0.4%
Value ($000) $4,544 Shares 34,571 Est. Cost $73.46 Unrealized +46.4%
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $4,471 Shares 2,177 Est. Cost $1775.40 Unrealized +8.8%
VMC VULCAN MATLS CO 0.4%
Value ($000) $4,454 Shares 30,933 Est. Cost $76.31 Unrealized +78.0%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $4,415 Shares 35,463 Est. Cost $92.47 Unrealized +19.1%
FE FIRSTENERGY CORP COM 0.3%
Value ($000) $4,307 Shares 88,631 Est. Cost $23.44 Unrealized +58.1%
DISCOVERY COMMUNICATNS NEW COM 0.3%
Value ($000) $4,200 Shares 128,271 Est. Cost $22.99 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $4,174 Shares 10,720 Est. Cost $78.84 Unrealized +312.0%
AME AMETEK INC NEW 0.3%
Value ($000) $4,148 Shares 41,587 Est. Cost $84.40 Unrealized +7.7%
IJH ISHARES TRUST S&P MIDCAP 400 0.3%
Value ($000) $4,147 Shares 20,149 Est. Cost $132.00 Unrealized
EEFT EURONET WORLDWIDE INC 0.3%
Value ($000) $4,104 Shares 26,045 Est. Cost $129.31 Unrealized +16.7%
VFC V F CORP 0.3%
Value ($000) $4,081 Shares 40,950 Est. Cost $63.31 Unrealized +41.6%
IVW ISHARES TR S&P500 GRW 0.3%
Value ($000) $4,066 Shares 20,998 Est. Cost $161.97 Unrealized
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $4,051 Shares 13,784 Est. Cost $95.83 Unrealized +183.3%
MDT MEDTRONIC PLC 0.3%
Value ($000) $4,041 Shares 35,621 Est. Cost $77.00 Unrealized +20.2%
WRB WR BERKLEY CORP 0.3%
Value ($000) $4,024 Shares 58,229 Est. Cost $13.93 Unrealized +93.8%
MAS MASCO CORP COM 0.3%
Value ($000) $3,869 Shares 80,618 Est. Cost $17.85 Unrealized +129.9%
AKAM AKAMAI TECHNOLOGIES, INC. 0.3%
Value ($000) $3,815 Shares 44,169 Est. Cost $86.81 Unrealized +0.7%
OKE ONEOK INC NEW 0.3%
Value ($000) $3,695 Shares 48,824 Est. Cost $46.63 Unrealized +2.3%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $3,685 Shares 12,535 Est. Cost $119.02 Unrealized +98.8%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $3,662 Shares 13,463 Est. Cost $149.43 Unrealized +51.5%
INGERSOLL-RAND CO CL A 0.3%
Value ($000) $3,643 Shares 27,409 Est. Cost $119.19 Unrealized
IBM INTERNATIONAL BUSINESS MACHS C 0.3%
Value ($000) $3,508 Shares 26,175 Est. Cost $116.67 Unrealized -14.4%
ROYAL DUTCH SHELL PLC 0.3%
Value ($000) $3,401 Shares 57,663 Est. Cost $62.83 Unrealized
KANSAS CITY SOUTHN IND NEW 0.3%
Value ($000) $3,394 Shares 22,162 Est. Cost $153.15 Unrealized
IWM ISHARES TRUST RUSSELL 2000 IND 0.3%
Value ($000) $3,377 Shares 20,382 Est. Cost $150.10 Unrealized
AIG AMERICAN INTL GROUP 0.3%
Value ($000) $3,376 Shares 65,774 Est. Cost $36.90 Unrealized +22.2%
WTW WILLIS TOWERS WATSON PUBLIC LI 0.3%
Value ($000) $3,130 Shares 15,499 Est. Cost $100.14 Unrealized +76.1%
COP CONOCOPHILIPS 0.2%
Value ($000) $3,123 Shares 48,027 Est. Cost $32.88 Unrealized +43.4%
UNITED TECHNOLOGIES CP 0.2%
Value ($000) $3,101 Shares 20,705 Est. Cost $94.95 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.2%
Value ($000) $3,038 Shares 83,061 Est. Cost $30.14 Unrealized
SLB SCHLUMBERGER LTD COM 0.2%
Value ($000) $3,021 Shares 75,137 Est. Cost $43.48 Unrealized -29.4%
NKE NIKE INC CL B 0.2%
Value ($000) $2,933 Shares 28,949 Est. Cost $46.92 Unrealized +85.0%
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $2,813 Shares 25,807 Est. Cost $96.11 Unrealized -0.3%
TGT TARGET CORP COM 0.2%
Value ($000) $2,684 Shares 20,931 Est. Cost $88.74 Unrealized +12.5%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $2,634 Shares 24,485 Est. Cost $75.37 Unrealized
WY WEYERHAEUSER CO 0.2%
Value ($000) $2,613 Shares 86,518 Est. Cost $19.77 Unrealized +16.9%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $2,602 Shares 13,167 Est. Cost $114.50 Unrealized +50.2%
HD SUPPLY HOLDINGS, INC. 0.2%
Value ($000) $2,584 Shares 64,250 Est. Cost $32.03 Unrealized
ZOETIS INC. 0.2%
Value ($000) $2,530 Shares 19,116 Est. Cost $93.44 Unrealized
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $2,502 Shares 27,915 Est. Cost $72.19 Unrealized +10.9%
DLTR DOLLAR TREE, INC. 0.2%
Value ($000) $2,494 Shares 26,517 Est. Cost $100.65 Unrealized +4.3%
WALGREENS BOOTS ALLIANCE, INC. 0.2%
Value ($000) $2,441 Shares 41,398 Est. Cost $74.71 Unrealized
BP BP AMOCO PLC - SPONS ADR 0.2%
Value ($000) $2,440 Shares 64,663 Est. Cost $38.53 Unrealized
STT STATE STREET CORP 0.2%
Value ($000) $2,415 Shares 30,526 Est. Cost $45.34 Unrealized +27.1%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $2,357 Shares 25,838 Est. Cost $56.32 Unrealized +27.5%
PPG PPG INDS INC 0.2%
Value ($000) $2,352 Shares 17,623 Est. Cost $88.03 Unrealized +27.8%
EMN EASTMAN CHEM CO 0.2%
Value ($000) $2,310 Shares 29,150 Est. Cost $55.91 Unrealized +10.1%
BABA ALIBABA GROUP HOLDING 0.2%
Value ($000) $2,294 Shares 10,818 Est. Cost $212.05 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $2,278 Shares 12,600 Est. Cost $75.59 Unrealized +97.6%
ACTIVISION INC NEW COM NEW 0.2%
Value ($000) $2,257 Shares 37,989 Est. Cost $55.46 Unrealized
ABCB AMERIS BANCORP 0.2%
Value ($000) $2,222 Shares 52,224 Est. Cost $37.24 Unrealized +4.6%
ORCL ORACLE CORP 0.2%
Value ($000) $2,194 Shares 41,412 Est. Cost $43.71 Unrealized +15.4%
IJR ISHARES TR CORE S&P SCP ETF 0.2%
Value ($000) $2,170 Shares 25,882 Est. Cost $96.06 Unrealized
T AT&T INC 0.2%
Value ($000) $2,168 Shares 55,474 Est. Cost $15.44 Unrealized +22.2%
ROST ROSS STORES INC 0.2%
Value ($000) $2,155 Shares 18,509 Est. Cost $100.96 Unrealized +4.9%
WFC WELLS FARGO & CO NEW COM 0.2%
Value ($000) $2,140 Shares 39,774 Est. Cost $33.99 Unrealized +31.5%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $2,135 Shares 7,219 Est. Cost $222.55 Unrealized
LKQ LKQ CORP 0.2%
Value ($000) $2,124 Shares 59,500 Est. Cost $23.83 Unrealized +28.0%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $2,115 Shares 14,801 Est. Cost $119.10 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $2,097 Shares 38,065 Est. Cost $24.11 Unrealized +90.3%
SBUX STARBUCKS CORP 0.2%
Value ($000) $2,073 Shares 23,577 Est. Cost $42.68 Unrealized +74.5%
URI UNITED RENTALS INC. 0.2%
Value ($000) $2,038 Shares 12,220 Est. Cost $112.80 Unrealized +24.7%
ACN ACCENTURE PLC 0.2%
Value ($000) $1,989 Shares 9,446 Est. Cost $72.84 Unrealized +145.0%
SATS ECHOSTAR CORP 0.2%
Value ($000) $1,984 Shares 45,814 Est. Cost $36.13 Unrealized +11.1%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,854 Shares 14,452 Est. Cost $71.31 Unrealized +45.5%
BWA BORGWARNER INC COM 0.1%
Value ($000) $1,827 Shares 42,123 Est. Cost $33.05 Unrealized +0.9%
DOV DOVER CORP 0.1%
Value ($000) $1,796 Shares 15,584 Est. Cost $82.43 Unrealized +19.4%
CVS CVS HEALTH CORP. 0.1%
Value ($000) $1,764 Shares 23,742 Est. Cost $55.65 Unrealized +3.8%
CRM SALESFORCE.COM INC 0.1%
Value ($000) $1,745 Shares 10,727 Est. Cost $138.86 Unrealized +11.5%
PFG PRINCIPAL FINANCIAL GROUP 0.1%
Value ($000) $1,722 Shares 31,300 Est. Cost $27.44 Unrealized +57.4%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $1,705 Shares 21,050 Est. Cost $45.23 Unrealized +38.2%
USB US BANCORP DEL 0.1%
Value ($000) $1,685 Shares 28,420 Est. Cost $38.16 Unrealized +16.2%
GPN GLOBAL PAYMENTS INC. 0.1%
Value ($000) $1,684 Shares 9,225 Est. Cost $148.31 Unrealized +10.2%
IWD ISHARES TR RUS 1000 VAL ETF 0.1%
Value ($000) $1,649 Shares 12,081 Est. Cost $125.93 Unrealized
IEX IDEX CORP 0.1%
Value ($000) $1,614 Shares 9,381 Est. Cost $149.75 Unrealized +0.4%
ALLEGHANY CORP DEL 0.1%
Value ($000) $1,592 Shares 1,991 Est. Cost $554.62 Unrealized
XLE AMEX ENERGY SECTOR SPDR 0.1%
Value ($000) $1,582 Shares 26,346 Est. Cost $63.19 Unrealized
EA ELECTRONIC ARTS INC. 0.1%
Value ($000) $1,575 Shares 14,648 Est. Cost $92.29 Unrealized +4.6%
PRF INVESCO FTSE RAFI US 1000 ETF 0.1%
Value ($000) $1,512 Shares 11,935 Est. Cost $112.61 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,507 Shares 7,765 Est. Cost $84.40 Unrealized +96.2%
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $1,492 Shares 23,245 Est. Cost $41.17 Unrealized +9.8%
XLF SELECT SECTOR SPDR TR SBI INT- 0.1%
Value ($000) $1,486 Shares 48,285 Est. Cost $21.37 Unrealized
MARVELL TECHNOLOGY GROUP LTD O 0.1%
Value ($000) $1,477 Shares 55,608 Est. Cost $14.14 Unrealized
OLED UNIVERSAL DISPLAY CORPORATION 0.1%
Value ($000) $1,467 Shares 7,120 Est. Cost $95.84 Unrealized +87.7%
GGG GRACO INC 0.1%
Value ($000) $1,467 Shares 28,217 Est. Cost $42.03 Unrealized +5.1%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,456 Shares 21,156 Est. Cost $44.92 Unrealized +31.6%
SO SOUTHERN CO COM 0.1%
Value ($000) $1,446 Shares 22,707 Est. Cost $33.40 Unrealized +46.4%
XLU UTILITIES SELECT SECTOR SPDR 0.1%
Value ($000) $1,446 Shares 22,377 Est. Cost $57.15 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,438 Shares 16,895 Est. Cost $52.30 Unrealized +14.7%
KEY KEYCORP NEW 0.1%
Value ($000) $1,423 Shares 70,291 Est. Cost $12.39 Unrealized +12.8%
UNITED HEALTH PRODS INC 0.1%
Value ($000) $1,395 Shares 1,139,000 Est. Cost $0.68 Unrealized
VISTRA ENERGY CORP 0.1%
Value ($000) $1,391 Shares 60,500 Est. Cost $25.20 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $1,336 Shares 4,425 Est. Cost $239.41 Unrealized +5.8%
RWT REDWOOD TRUST, INC. 0.1%
Value ($000) $1,289 Shares 77,950 Est. Cost $16.68 Unrealized
TERRAFORM POWER INC 0.1%
Value ($000) $1,274 Shares 82,800 Est. Cost $11.58 Unrealized
NNN NATIONAL RETAIL PROPERTIES INC 0.1%
Value ($000) $1,240 Shares 23,130 Est. Cost $44.81 Unrealized
GL GLOBE LIFE INC 0.1%
Value ($000) $1,238 Shares 11,759 Est. Cost $87.38 Unrealized +8.4%
WGO WINNEBAGO INDUSTRIES 0.1%
Value ($000) $1,234 Shares 23,300 Est. Cost $35.19 Unrealized +32.9%
MET METLIFE INC COM 0.1%
Value ($000) $1,233 Shares 24,195 Est. Cost $31.46 Unrealized +25.0%
COR AMERISOURCEBERGEN CORP. 0.1%
Value ($000) $1,230 Shares 14,462 Est. Cost $63.65 Unrealized +11.9%
MLM MARTIN MARIETTA MATERIALS INC 0.1%
Value ($000) $1,220 Shares 4,363 Est. Cost $203.43 Unrealized +25.6%
LHX L3HARRIS TECHNOLOGIES IN 0.1%
Value ($000) $1,177 Shares 5,950 Est. Cost $180.44 Unrealized -1.6%
TRV TRAVELERS COS INC 0.1%
Value ($000) $1,171 Shares 8,548 Est. Cost $124.79 Unrealized -4.4%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $1,161 Shares 9,125 Est. Cost $68.07 Unrealized +53.8%
EOG EOG RESOURCES INC 0.1%
Value ($000) $1,127 Shares 13,454 Est. Cost $60.60 Unrealized -7.9%
HII HUNTINGTON INGALLS INDS INC CO 0.1%
Value ($000) $1,121 Shares 4,468 Est. Cost $46.65 Unrealized +342.3%
GLW CORNING INC 0.1%
Value ($000) $1,087 Shares 37,325 Est. Cost $13.56 Unrealized +80.2%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $1,063 Shares 4,525 Est. Cost $72.69 Unrealized +167.1%
SANDERSON FARMS INC 0.1%
Value ($000) $1,057 Shares 6,000 Est. Cost $69.60 Unrealized
CIEN CIENA CORPORATION 0.1%
Value ($000) $1,048 Shares 24,539 Est. Cost $34.59 Unrealized +10.1%
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $1,048 Shares 17,393 Est. Cost $55.64 Unrealized -7.2%
VEA VANGUARD FTSE DEVELOPED MARKET 0.1%
Value ($000) $1,031 Shares 23,396 Est. Cost $39.81 Unrealized
FIS FIDELITY NATIONAL INFORMATION 0.1%
Value ($000) $1,012 Shares 7,275 Est. Cost $46.34 Unrealized +155.9%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $991 Shares 13,000 Est. Cost $44.70 Unrealized +40.5%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $976 Shares 7,093 Est. Cost $76.31 Unrealized +42.6%
EATON VANCE CORP COM NON VTG 0.1%
Value ($000) $963 Shares 20,635 Est. Cost $37.60 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $945 Shares 5,259 Est. Cost $116.53 Unrealized +25.5%
RAYTHEON CO 0.1%
Value ($000) $926 Shares 4,215 Est. Cost $196.40 Unrealized
IBP INSTALLED BUILDING PRODUCTS 0.1%
Value ($000) $921 Shares 13,373 Est. Cost $51.94 Unrealized +19.7%
MCK MCKESSON CORP 0.1%
Value ($000) $920 Shares 6,650 Est. Cost $138.42 Unrealized -2.1%
LULU LULULEMON ATHLETICA 0.1%
Value ($000) $919 Shares 3,967 Est. Cost $190.60 Unrealized +11.8%
CB CHUBB LTD 0.1%
Value ($000) $913 Shares 5,863 Est. Cost $103.24 Unrealized +34.1%
DIAMONDBACK ENERGY 0.1%
Value ($000) $897 Shares 9,656 Est. Cost $107.71 Unrealized
VWO VANGUARD INTL EQUITY INDEX FD 0.1%
Value ($000) $884 Shares 19,875 Est. Cost $44.27 Unrealized
MS MORGAN STANLEY DEAN WITTER COM 0.1%
Value ($000) $868 Shares 16,976 Est. Cost $25.87 Unrealized +51.1%
AMGN AMGEN INC 0.1%
Value ($000) $845 Shares 3,505 Est. Cost $117.26 Unrealized +55.8%
SITE SITEONE LANDSCAPE SUPPLY, INC. 0.1%
Value ($000) $816 Shares 9,000 Est. Cost $30.83 Unrealized +175.1%
ADP AUTOMATIC DATA PROCESS 0.1%
Value ($000) $813 Shares 4,770 Est. Cost $55.10 Unrealized +163.3%
AIVL WISDOMTREE DIVIDEND EX-FIN ETF 0.1%
Value ($000) $807 Shares 8,725 Est. Cost $66.34 Unrealized
WEC WEC ENERGY GROUP, INC 0.1%
Value ($000) $776 Shares 8,416 Est. Cost $59.17 Unrealized +26.5%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $757 Shares 2,200 Est. Cost $157.82 Unrealized +101.3%
LOW LOWES COS INC 0.1%
Value ($000) $754 Shares 6,296 Est. Cost $79.19 Unrealized +29.3%
SOLAR CAPITAL LTD 0.1%
Value ($000) $749 Shares 36,304 Est. Cost $20.55 Unrealized
FTV FORTIVE CORPORATION 0.1%
Value ($000) $722 Shares 9,450 Est. Cost $37.48 Unrealized +17.4%
VB VANGUARD INDEX FDS SMALL CP ET 0.1%
Value ($000) $721 Shares 4,351 Est. Cost $154.73 Unrealized
GDX VANECK VECTORS ETF TR GOLD MIN 0.1%
Value ($000) $717 Shares 24,485 Est. Cost $25.57 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $708 Shares 6,050 Est. Cost $72.84 Unrealized +27.5%
NVS NOVARTIS AG-ADR 0.1%
Value ($000) $707 Shares 7,463 Est. Cost $81.73 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $692 Shares 3,800 Est. Cost $134.21 Unrealized
ULTA ULTA SALON COSMETICS AND FRAGR 0.1%
Value ($000) $678 Shares 2,679 Est. Cost $244.35 Unrealized 0.0%
NFG NATIONAL FUEL GAS N J 0.1%
Value ($000) $660 Shares 14,180 Est. Cost $56.99 Unrealized -20.0%
IYW ISHARES US TECHNOLOGY ETF 0.1%
Value ($000) $657 Shares 2,826 Est. Cost $179.68 Unrealized
XLI SELECT SECTOR SPDR TR SBI INT- 0.1%
Value ($000) $637 Shares 7,818 Est. Cost $81.48 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $628 Shares 5,947 Est. Cost $65.56 Unrealized
CRANE COMPANY 0.0%
Value ($000) $603 Shares 6,975 Est. Cost $59.82 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $589 Shares 20,905 Est. Cost $34.82 Unrealized
SYNOVUS FINANCIAL CORP 0.0%
Value ($000) $586 Shares 14,945 Est. Cost $35.34 Unrealized
NVR NVR INC COM 0.0%
Value ($000) $575 Shares 151 Est. Cost $2837.37 Unrealized +30.5%
IOO ISHARES S&P GLOBAL INDEX 100 0.0%
Value ($000) $562 Shares 10,410 Est. Cost $56.71 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $543 Shares 3,322 Est. Cost $126.20 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $535 Shares 10,722 Est. Cost $23.18 Unrealized +24.2%
OEF ISHARES S&P 100 INDEX FUND 0.0%
Value ($000) $532 Shares 3,690 Est. Cost $85.58 Unrealized
RF REGIONS FINANCIAL CORP 0.0%
Value ($000) $532 Shares 31,003 Est. Cost $13.86 Unrealized -7.8%
EL THE ESTEE LAUDER COMPANIES, IN 0.0%
Value ($000) $498 Shares 2,413 Est. Cost $144.88 Unrealized +23.7%
IYH ISHARES DJ US HEALTHCARE SEC 0.0%
Value ($000) $495 Shares 2,294 Est. Cost $117.10 Unrealized
TORTOISE ENERGY INFRASTRUCTURE 0.0%
Value ($000) $494 Shares 27,543 Est. Cost $26.93 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $489 Shares 5,720 Est. Cost $30.35 Unrealized +125.7%
TDOC TELADOC INC 0.0%
Value ($000) $481 Shares 5,740 Est. Cost $33.21 Unrealized +129.2%
HSY HERSHEY FOODS CORP 0.0%
Value ($000) $473 Shares 3,215 Est. Cost $83.10 Unrealized +54.6%
HLT HILTON WORLDWIDE HOLDINGS INC 0.0%
Value ($000) $473 Shares 4,266 Est. Cost $55.58 Unrealized +77.9%
KTOS KRATOS DEFENSE AND SECURITY SO 0.0%
Value ($000) $468 Shares 25,993 Est. Cost $13.21 Unrealized +40.4%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $467 Shares 23,024 Est. Cost $20.01 Unrealized -4.6%
AERIE PHARMACEUTICALS INC 0.0%
Value ($000) $456 Shares 18,861 Est. Cost $61.55 Unrealized
D DOMINION RES VA NEW 0.0%
Value ($000) $453 Shares 5,467 Est. Cost $48.66 Unrealized +28.3%
EPP ISHARES MSCI PACIFIC EX-JAPAN 0.0%
Value ($000) $451 Shares 9,735 Est. Cost $44.77 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $446 Shares 4,003 Est. Cost $49.80 Unrealized +75.4%
PANW PALO ALTO NETWORKS, INC. 0.0%
Value ($000) $437 Shares 1,889 Est. Cost $35.82 Unrealized +5.6%
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $425 Shares 4,401 Est. Cost $49.83 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.0%
Value ($000) $420 Shares 6,555 Est. Cost $58.27 Unrealized
THVB THOMASVILLE BANCSHARES INC 0.0%
Value ($000) $414 Shares 9,000 Est. Cost $31.80 Unrealized +17.5%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $413 Shares 7,647 Est. Cost $42.62 Unrealized +20.3%
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $391 Shares 2,600 Est. Cost $40.40 Unrealized +254.8%
TE CONNECTIVITY LTD 0.0%
Value ($000) $375 Shares 3,908 Est. Cost $88.00 Unrealized
AQUA AMERICA INC COM 0.0%
Value ($000) $358 Shares 7,625 Est. Cost $36.90 Unrealized
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $353 Shares 15,300 Est. Cost $14.43 Unrealized +19.3%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.0%
Value ($000) $340 Shares 1 Est. Cost $170664.90 Unrealized +90.9%
SCHX SCHWAB US LARGE-CAP ETF 0.0%
Value ($000) $335 Shares 4,365 Est. Cost $59.69 Unrealized
TORTOISE POWER AND ENERGY INFR 0.0%
Value ($000) $334 Shares 19,678 Est. Cost $19.08 Unrealized
PNC PNC FINANCIAL SVCS GROUP 0.0%
Value ($000) $334 Shares 2,091 Est. Cost $67.68 Unrealized +77.5%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $330 Shares 565 Est. Cost $106.50 Unrealized +69.6%
YUM YUM! BRANDS INC 0.0%
Value ($000) $325 Shares 3,229 Est. Cost $60.75 Unrealized +52.0%
VYM VANGUARD HIGH DIV YLD 0.0%
Value ($000) $324 Shares 3,455 Est. Cost $78.52 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $319 Shares 1,740 Est. Cost $153.86 Unrealized +5.3%
MORN MORNINGSTAR INC 0.0%
Value ($000) $319 Shares 2,110 Est. Cost $90.03 Unrealized +70.5%
ALL ALLSTATE CORP 0.0%
Value ($000) $314 Shares 2,790 Est. Cost $66.01 Unrealized +42.7%
BLD TOPBUILD CORP 0.0%
Value ($000) $309 Shares 3,000 Est. Cost $76.49 Unrealized +36.0%
REG REGENCY CENTERS CORP 0.0%
Value ($000) $300 Shares 4,754 Est. Cost $43.82 Unrealized +15.9%
IWO ISHARES TR RUSSELL 2000 GROWTH 0.0%
Value ($000) $297 Shares 1,385 Est. Cost $118.45 Unrealized
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $296 Shares 5,150 Est. Cost $40.72 Unrealized
DAL DELTA AIR LINES INC DEL COM NE 0.0%
Value ($000) $295 Shares 5,043 Est. Cost $48.39 Unrealized +11.8%
ACWX ISHARES MSCI ACWI EX US ETF 0.0%
Value ($000) $293 Shares 5,959 Est. Cost $49.17 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $288 Shares 5,383 Est. Cost $41.22 Unrealized +3.8%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $285 Shares 3,000 Est. Cost $95.83 Unrealized
A AGILENT TECHNOLOGIES 0.0%
Value ($000) $285 Shares 3,345 Est. Cost $72.29 Unrealized +4.4%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $281 Shares 1,900 Est. Cost $120.20 Unrealized +2.3%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $279 Shares 2,119 Est. Cost $71.86 Unrealized +51.2%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $273 Shares 1,000 Est. Cost $182.65 Unrealized +35.2%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $269 Shares 5,347 Est. Cost $40.66 Unrealized -1.8%
CMCSA COMCAST CORP CL A 0.0%
Value ($000) $266 Shares 5,907 Est. Cost $37.60 Unrealized +0.7%
EQR EQUITY RESIDENTIAL PROPERTIES 0.0%
Value ($000) $261 Shares 3,220 Est. Cost $31.42 Unrealized +113.4%
ALLERGAN PLC 0.0%
Value ($000) $257 Shares 1,345 Est. Cost $191.08 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $253 Shares 3,984 Est. Cost $46.93 Unrealized +10.2%
MAGELLAN MIDSTREAM PARTNERS, L 0.0%
Value ($000) $251 Shares 4,000 Est. Cost $54.50 Unrealized
SIEGY SIEMENS AG SPONS ADR 0.0%
Value ($000) $248 Shares 3,787 Est. Cost $81.71 Unrealized
IBB ISHARES NASDAQ BIOTECH ETF 0.0%
Value ($000) $247 Shares 2,050 Est. Cost $121.93 Unrealized
MRSH MARSH & MCLENNAN COS 0.0%
Value ($000) $245 Shares 2,202 Est. Cost $79.41 Unrealized +19.7%
VGK VANGUARD MSCI EUROPE ETF 0.0%
Value ($000) $245 Shares 4,188 Est. Cost $53.99 Unrealized
MHK MOHAWK INDS INC 0.0%
Value ($000) $239 Shares 1,750 Est. Cost $130.19 Unrealized +4.5%
SRE SEMPRA ENERGY 0.0%
Value ($000) $225 Shares 1,488 Est. Cost $52.85 Unrealized +13.4%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $225 Shares 2,818 Est. Cost $42.82 Unrealized +38.4%
NVDA NVIDIA CORP 0.0%
Value ($000) $223 Shares 946 Est. Cost $5.18 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORPORATION 0.0%
Value ($000) $220 Shares 4,875 Est. Cost $30.16 Unrealized +38.7%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $219 Shares 5,219 Est. Cost $37.76 Unrealized 0.0%
VANGUARD CONS STPLS ETF 0.0%
Value ($000) $217 Shares 1,346 Est. Cost $161.22 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $217 Shares 6,000 Est. Cost $20.30 Unrealized +60.8%
ILPT INDUSTRIAL LOGISTICS PROPERTIE 0.0%
Value ($000) $213 Shares 9,521 Est. Cost $19.66 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $212 Shares 4,000 Est. Cost $40.99 Unrealized +11.9%
XLY CONSUMER DISCRETIONARY SELECT 0.0%
Value ($000) $212 Shares 1,692 Est. Cost $98.96 Unrealized
NUVEEN DOW 30SM DYNAMIC OVERWR 0.0%
Value ($000) $208 Shares 11,787 Est. Cost $18.48 Unrealized
GS GOLDMAN SACHS GROUP 0.0%
Value ($000) $207 Shares 900 Est. Cost $187.49 Unrealized 0.0%
XHB SPDR HOMEBUILDERS ETF 0.0%
Value ($000) $204 Shares 4,485 Est. Cost $38.55 Unrealized
WPP WPP GROUP PLC 0.0%
Value ($000) $204 Shares 2,900 Est. Cost $95.14 Unrealized
ALLISON TRANSMISSION HOLDING 0.0%
Value ($000) $203 Shares 4,200 Est. Cost $48.33 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $201 Shares 359 Est. Cost $431.37 Unrealized 0.0%
AMRX AMNEAL PHARMACEUTICALS LLC 0.0%
Value ($000) $193 Shares 40,000 Est. Cost $3.48 Unrealized 0.0%
OGCP EMPIRE STATE REALTY OP LP SERI 0.0%
Value ($000) $149 Shares 10,737 Est. Cost $17.98 Unrealized
ENERGY TRANSFER LP 0.0%
Value ($000) $143 Shares 11,150 Est. Cost $13.18 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $119 Shares 10,685 Est. Cost $17.60 Unrealized
VEREIT INC 0.0%
Value ($000) $98 Shares 10,582 Est. Cost $7.75 Unrealized
GRWG GROWGENERATION CORP 0.0%
Value ($000) $41 Shares 10,000 Est. Cost $4.50 Unrealized -7.6%
ATHERSYS INC COM 0.0%
Value ($000) $12 Shares 10,000 Est. Cost $2.10 Unrealized
ISOLF ISODIOL INTERNATIONAL 0.0%
Value ($000) $1 Shares 11,429 Est. Cost $0.36 Unrealized -55.0%
CITIZENS BANCSHARES CORP FRAC1 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
U.S. TECHNOLOGIES 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
MOTION PICTURE GROUP ORD SHS 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized