MONTAG A & ASSOCIATES INC Diversified Active

CIK: 0000829407 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 6, 2020

Total Value ($000): $1,002,392 (100.0% shares, 0.0% debt)

Holdings (286)

SPY SPDR S&P 500 ETF TR TR UNIT 5.1%
Value ($000) $50,883 Shares 197,412 Est. Cost $221.27 Unrealized
IVV ISHARES TR CORE S&P500 ETF 4.1%
Value ($000) $41,499 Shares 160,599 Est. Cost $217.48 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTS 3.4%
Value ($000) $34,180 Shares 130,021 Est. Cost $229.17 Unrealized
FISV FISERV INC 2.8%
Value ($000) $27,979 Shares 294,544 Est. Cost $72.70 Unrealized +52.8%
MSFT MICROSOFT CORP COM 2.6%
Value ($000) $26,274 Shares 166,597 Est. Cost $63.88 Unrealized +144.8%
AAPL APPLE INC COM 2.2%
Value ($000) $22,386 Shares 88,033 Est. Cost $35.95 Unrealized +97.7%
AMZN AMAZON COM INC 2.1%
Value ($000) $20,573 Shares 10,552 Est. Cost $60.74 Unrealized +59.3%
KO COCA COLA CO COM 2.0%
Value ($000) $20,025 Shares 452,534 Est. Cost $30.72 Unrealized +46.5%
GOOG ALPHABET INC CAP STK CL C 1.9%
Value ($000) $19,047 Shares 16,380 Est. Cost $43.80 Unrealized +53.7%
HD HOME DEPOT INC 1.9%
Value ($000) $18,678 Shares 100,040 Est. Cost $91.53 Unrealized +107.7%
ADBE ADOBE SYS INC COM 1.5%
Value ($000) $14,957 Shares 47,000 Est. Cost $103.37 Unrealized +230.9%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $14,844 Shares 113,199 Est. Cost $88.14 Unrealized +36.3%
MRK MERCK & CO INC COM 1.4%
Value ($000) $14,203 Shares 184,600 Est. Cost $42.68 Unrealized +52.5%
V VISA INC - CLASS A 1.4%
Value ($000) $13,909 Shares 86,329 Est. Cost $102.82 Unrealized +75.7%
PEP PEPSICO INC COM 1.3%
Value ($000) $13,281 Shares 110,579 Est. Cost $77.71 Unrealized +45.1%
IWB ISHARES RUSSELL 1000 INDEX 1.2%
Value ($000) $12,316 Shares 87,021 Est. Cost $105.69 Unrealized
CSCO CISCO SYS INC COM 1.2%
Value ($000) $12,260 Shares 311,868 Est. Cost $30.93 Unrealized +18.6%
ABT ABBOTT LABS 1.1%
Value ($000) $11,443 Shares 145,009 Est. Cost $59.00 Unrealized +27.7%
VIG VANGUARD DIVIDEND APPRECIATION 1.1%
Value ($000) $11,335 Shares 109,637 Est. Cost $78.58 Unrealized
BABA ALIBABA GROUP HOLDING 1.1%
Value ($000) $10,923 Shares 56,165 Est. Cost $197.87 Unrealized
TMO THERMO FISCHER SCIENTIFIC 1.1%
Value ($000) $10,693 Shares 37,703 Est. Cost $278.55 Unrealized +11.5%
MCD MCDONALDS CORP COM 1.0%
Value ($000) $10,315 Shares 62,382 Est. Cost $159.74 Unrealized +7.6%
TRUIST FINANCIAL CORPORATION 1.0%
Value ($000) $10,300 Shares 333,982 Est. Cost $55.68 Unrealized
WMT WAL-MART STORES INC COM 1.0%
Value ($000) $10,036 Shares 88,327 Est. Cost $24.85 Unrealized +42.3%
JPM JPMORGAN CHASE & CO COM 1.0%
Value ($000) $9,997 Shares 111,046 Est. Cost $66.34 Unrealized +56.2%
PAYPAL HOLDINGS INC 1.0%
Value ($000) $9,579 Shares 100,052 Est. Cost $104.39 Unrealized
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $9,449 Shares 85,897 Est. Cost $74.84 Unrealized +38.7%
EFX EQUIFAX INC 0.9%
Value ($000) $9,185 Shares 76,898 Est. Cost $53.66 Unrealized +159.2%
INTC INTEL CORP 0.9%
Value ($000) $9,098 Shares 168,103 Est. Cost $41.49 Unrealized +26.1%
FACEBOOK INC-A 0.9%
Value ($000) $8,958 Shares 53,707 Est. Cost $190.96 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.8%
Value ($000) $8,476 Shares 46,358 Est. Cost $172.27 Unrealized +23.4%
SYK STRYKER CORP 0.8%
Value ($000) $8,336 Shares 50,069 Est. Cost $186.45 Unrealized -1.7%
VO VANGUARD MID CAP ETF 0.8%
Value ($000) $8,051 Shares 61,154 Est. Cost $102.18 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.8%
Value ($000) $7,858 Shares 52,158 Est. Cost $141.00 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.8%
Value ($000) $7,748 Shares 135,340 Est. Cost $57.30 Unrealized
MA MASTERCARD INCORPORATED CL A 0.8%
Value ($000) $7,651 Shares 31,675 Est. Cost $207.50 Unrealized +38.7%
INTU INTUIT INC 0.7%
Value ($000) $7,360 Shares 31,999 Est. Cost $239.01 Unrealized +9.2%
TJX TJX COS INC NEW 0.7%
Value ($000) $7,338 Shares 153,489 Est. Cost $42.80 Unrealized +24.6%
MONMOUTH REAL ESTATE INVESTMEN 0.7%
Value ($000) $7,219 Shares 599,120 Est. Cost $16.72 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.7%
Value ($000) $6,955 Shares 77,811 Est. Cost $83.28 Unrealized +11.2%
ISRG INTUITIVE SURGICAL, INC. 0.7%
Value ($000) $6,949 Shares 14,033 Est. Cost $183.15 Unrealized 0.0%
GOOGL ALPHABET INC CAP STK CL A 0.7%
Value ($000) $6,830 Shares 5,878 Est. Cost $47.00 Unrealized +43.1%
CHTR CHARTER COMMUNICATIONS INC NEW 0.7%
Value ($000) $6,781 Shares 15,542 Est. Cost $467.13 Unrealized +4.7%
CPRT COPART INC 0.7%
Value ($000) $6,713 Shares 97,970 Est. Cost $10.93 Unrealized +103.6%
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.7%
Value ($000) $6,612 Shares 78,696 Est. Cost $102.14 Unrealized
NSRGY NESTLE S A - ADR REG SHS 0.6%
Value ($000) $6,277 Shares 61,073 Est. Cost $73.29 Unrealized
BA BOEING CO COM 0.6%
Value ($000) $5,957 Shares 39,944 Est. Cost $220.35 Unrealized +23.8%
ACTIVISION INC NEW COM NEW 0.6%
Value ($000) $5,894 Shares 99,085 Est. Cost $57.94 Unrealized
EW EDWARDS LIFESCIENCES 0.6%
Value ($000) $5,714 Shares 30,296 Est. Cost $32.11 Unrealized +124.6%
NEE NEXTERA ENERGY INC COM 0.6%
Value ($000) $5,569 Shares 23,145 Est. Cost $27.84 Unrealized +95.1%
IQVIA HOLDINGS INC 0.5%
Value ($000) $5,312 Shares 49,245 Est. Cost $146.82 Unrealized
DHR DANAHER CORP DEL 0.5%
Value ($000) $5,188 Shares 37,480 Est. Cost $88.05 Unrealized +49.1%
AKAM AKAMAI TECHNOLOGIES, INC. 0.5%
Value ($000) $5,172 Shares 56,531 Est. Cost $88.10 Unrealized +5.2%
GS GOLDMAN SACHS GROUP 0.5%
Value ($000) $5,172 Shares 33,456 Est. Cost $184.48 Unrealized -0.0%
MKL MARKEL CORP 0.5%
Value ($000) $5,101 Shares 5,497 Est. Cost $643.35 Unrealized +77.7%
MMM 3M CO 0.5%
Value ($000) $5,024 Shares 36,801 Est. Cost $108.26 Unrealized -2.1%
XLK AMEX TECHNOLOGY SECTOR SPDR 0.5%
Value ($000) $5,014 Shares 62,384 Est. Cost $75.11 Unrealized
GPC GENUINE PARTS CO 0.5%
Value ($000) $4,995 Shares 74,185 Est. Cost $66.80 Unrealized +12.6%
DIS WALT DISNEY CO 0.5%
Value ($000) $4,881 Shares 50,528 Est. Cost $116.30 Unrealized +6.2%
ABBVIE INC. 0.5%
Value ($000) $4,868 Shares 63,897 Est. Cost $44.71 Unrealized
UMH UMH PROPERTIES INC 0.5%
Value ($000) $4,740 Shares 436,497 Est. Cost $15.64 Unrealized
PFE PFIZER INC COM 0.5%
Value ($000) $4,673 Shares 143,167 Est. Cost $18.05 Unrealized +43.0%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $4,617 Shares 53,930 Est. Cost $97.65 Unrealized +10.2%
MAR MARRIOTT INTL INC NEW CL A 0.4%
Value ($000) $4,460 Shares 59,615 Est. Cost $37.16 Unrealized +222.0%
ADI ANALOG DEVICES INC 0.4%
Value ($000) $4,297 Shares 47,927 Est. Cost $98.03 Unrealized +0.3%
NKE NIKE INC CL B 0.4%
Value ($000) $4,290 Shares 51,849 Est. Cost $64.13 Unrealized +33.9%
AME AMETEK INC NEW 0.4%
Value ($000) $4,231 Shares 58,751 Est. Cost $85.07 Unrealized +1.9%
CVX CHEVRON TEXACO CORP 0.4%
Value ($000) $4,111 Shares 56,738 Est. Cost $76.08 Unrealized -0.1%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $4,111 Shares 108,267 Est. Cost $56.36 Unrealized -25.3%
LLY LILLY ELI & CO 0.4%
Value ($000) $4,060 Shares 29,268 Est. Cost $73.46 Unrealized +74.5%
ICE INTERCONTINENTAL EXCHANGE, INC 0.4%
Value ($000) $4,038 Shares 50,005 Est. Cost $70.34 Unrealized +19.4%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $3,952 Shares 73,544 Est. Cost $39.12 Unrealized +4.8%
BAC BANK AMER CORP COM 0.4%
Value ($000) $3,927 Shares 184,966 Est. Cost $16.08 Unrealized +61.2%
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $3,894 Shares 13,657 Est. Cost $95.83 Unrealized +189.9%
RIO RIO TINTO PLC SPONSORED ADR 0.4%
Value ($000) $3,887 Shares 85,318 Est. Cost $30.47 Unrealized
KANSAS CITY SOUTHN IND NEW 0.4%
Value ($000) $3,741 Shares 29,418 Est. Cost $146.74 Unrealized
VNQ VANGUARD INDEX FDS REIT ETF 0.4%
Value ($000) $3,680 Shares 52,688 Est. Cost $78.60 Unrealized
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $3,649 Shares 15,883 Est. Cost $160.94 Unrealized +39.8%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $3,566 Shares 10,520 Est. Cost $78.84 Unrealized +324.8%
SBUX STARBUCKS CORP 0.4%
Value ($000) $3,515 Shares 53,470 Est. Cost $58.51 Unrealized +21.3%
DEO DIAGEO PLC-SPONSORED ADR NEW 0.3%
Value ($000) $3,476 Shares 27,346 Est. Cost $115.84 Unrealized
CRM SALESFORCE.COM INC 0.3%
Value ($000) $3,464 Shares 24,061 Est. Cost $155.78 Unrealized +8.7%
KMX CARMAX INC COM 0.3%
Value ($000) $3,310 Shares 61,484 Est. Cost $79.10 Unrealized +7.0%
HON HONEYWELL INTL INC 0.3%
Value ($000) $3,260 Shares 24,370 Est. Cost $123.96 Unrealized +10.2%
VMWARE, INC. CL A 0.3%
Value ($000) $3,237 Shares 26,726 Est. Cost $152.44 Unrealized
IBM INTERNATIONAL BUSINESS MACHS C 0.3%
Value ($000) $3,196 Shares 28,811 Est. Cost $114.99 Unrealized -14.5%
FE FIRSTENERGY CORP COM 0.3%
Value ($000) $3,125 Shares 77,998 Est. Cost $23.44 Unrealized +55.0%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $3,064 Shares 12,285 Est. Cost $119.02 Unrealized +109.8%
WRB WR BERKLEY CORP 0.3%
Value ($000) $2,969 Shares 56,904 Est. Cost $13.93 Unrealized +88.4%
MDT MEDTRONIC PLC 0.3%
Value ($000) $2,898 Shares 32,131 Est. Cost $77.00 Unrealized +17.1%
IJH ISHARES TRUST S&P MIDCAP 400 0.3%
Value ($000) $2,858 Shares 19,864 Est. Cost $132.00 Unrealized
DUK DUKE ENERGY CORP 0.3%
Value ($000) $2,838 Shares 35,084 Est. Cost $60.64 Unrealized +19.9%
CBRE CBRE GROUP INC CL A 0.3%
Value ($000) $2,825 Shares 74,904 Est. Cost $38.85 Unrealized +42.2%
VMC VULCAN MATLS CO 0.3%
Value ($000) $2,816 Shares 26,058 Est. Cost $76.31 Unrealized +59.2%
TGT TARGET CORP COM 0.3%
Value ($000) $2,815 Shares 30,280 Est. Cost $90.67 Unrealized +4.8%
IVW ISHARES TR S&P500 GRW 0.3%
Value ($000) $2,780 Shares 16,845 Est. Cost $161.97 Unrealized
DIA SPDR DJIA TRUST 0.3%
Value ($000) $2,666 Shares 12,160 Est. Cost $212.74 Unrealized
CDW CDW CORPORATION 0.3%
Value ($000) $2,648 Shares 28,388 Est. Cost $114.00 Unrealized 0.0%
EL THE ESTEE LAUDER COMPANIES, IN 0.3%
Value ($000) $2,624 Shares 16,470 Est. Cost $173.58 Unrealized +2.8%
WTW WILLIS TOWERS WATSON PUBLIC LI 0.3%
Value ($000) $2,594 Shares 15,273 Est. Cost $100.14 Unrealized +81.2%
ZOETIS INC. 0.3%
Value ($000) $2,585 Shares 21,964 Est. Cost $96.58 Unrealized
MAS MASCO CORP COM 0.3%
Value ($000) $2,533 Shares 73,278 Est. Cost $17.85 Unrealized +121.5%
SPHQ INVESCO S&P 500 QUALITY ETF 0.2%
Value ($000) $2,479 Shares 82,811 Est. Cost $30.14 Unrealized
NVR NVR INC COM 0.2%
Value ($000) $2,412 Shares 939 Est. Cost $3465.63 Unrealized +3.5%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $2,358 Shares 9,958 Est. Cost $226.47 Unrealized
KRE KBW REGIONAL BANKING ETF 0.2%
Value ($000) $2,302 Shares 70,633 Est. Cost $47.68 Unrealized
EEFT EURONET WORLDWIDE INC 0.2%
Value ($000) $2,281 Shares 26,610 Est. Cost $129.38 Unrealized +2.4%
XLE AMEX ENERGY SECTOR SPDR 0.2%
Value ($000) $2,231 Shares 76,776 Est. Cost $40.77 Unrealized
VFC V F CORP 0.2%
Value ($000) $2,215 Shares 40,950 Est. Cost $63.31 Unrealized +23.1%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $2,188 Shares 14,781 Est. Cost $119.10 Unrealized
IWM ISHARES TRUST RUSSELL 2000 IND 0.2%
Value ($000) $2,154 Shares 18,820 Est. Cost $150.10 Unrealized
SO SOUTHERN CO COM 0.2%
Value ($000) $2,076 Shares 38,352 Est. Cost $40.36 Unrealized +25.0%
IWD ISHARES TR RUS 1000 VAL ETF 0.2%
Value ($000) $2,032 Shares 20,489 Est. Cost $114.95 Unrealized
NVDA NVIDIA CORP 0.2%
Value ($000) $2,021 Shares 7,667 Est. Cost $6.15 Unrealized +2.2%
ITB ISHARES DOW JONES US HOME CONS 0.2%
Value ($000) $1,990 Shares 68,784 Est. Cost $28.93 Unrealized
T AT&T INC 0.2%
Value ($000) $1,950 Shares 66,911 Est. Cost $15.90 Unrealized +14.2%
UNITED TECHNOLOGIES CP 0.2%
Value ($000) $1,934 Shares 20,505 Est. Cost $94.95 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $1,904 Shares 39,392 Est. Cost $43.71 Unrealized +8.7%
WALGREENS BOOTS ALLIANCE, INC. 0.2%
Value ($000) $1,894 Shares 41,398 Est. Cost $74.71 Unrealized
HD SUPPLY HOLDINGS, INC. 0.2%
Value ($000) $1,879 Shares 66,100 Est. Cost $31.93 Unrealized
ROP ROPER INDUSTRIES INC 0.2%
Value ($000) $1,878 Shares 6,023 Est. Cost $342.17 Unrealized 0.0%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $1,781 Shares 22,301 Est. Cost $75.37 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $1,780 Shares 35,538 Est. Cost $24.11 Unrealized +93.7%
DISCOVERY COMMUNICATNS NEW COM 0.2%
Value ($000) $1,700 Shares 87,459 Est. Cost $22.99 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $1,692 Shares 11,998 Est. Cost $75.59 Unrealized +91.8%
STT STATE STREET CORP 0.2%
Value ($000) $1,578 Shares 29,626 Est. Cost $45.34 Unrealized +26.3%
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $1,559 Shares 44,694 Est. Cost $62.83 Unrealized
ACN ACCENTURE PLC 0.2%
Value ($000) $1,510 Shares 9,246 Est. Cost $72.84 Unrealized +143.1%
WY WEYERHAEUSER CO 0.1%
Value ($000) $1,490 Shares 87,911 Est. Cost $19.79 Unrealized +7.0%
LULU LULULEMON ATHLETICA 0.1%
Value ($000) $1,488 Shares 7,849 Est. Cost $206.99 Unrealized +8.1%
XLU UTILITIES SELECT SECTOR SPDR 0.1%
Value ($000) $1,485 Shares 26,802 Est. Cost $56.86 Unrealized
COR AMERISOURCEBERGEN CORP. 0.1%
Value ($000) $1,439 Shares 16,262 Est. Cost $64.87 Unrealized +15.1%
GGG GRACO INC 0.1%
Value ($000) $1,409 Shares 28,910 Est. Cost $42.16 Unrealized +12.9%
PPG PPG INDS INC 0.1%
Value ($000) $1,408 Shares 16,845 Est. Cost $88.03 Unrealized +12.5%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,404 Shares 21,156 Est. Cost $44.92 Unrealized +37.0%
CVS CVS HEALTH CORP. 0.1%
Value ($000) $1,362 Shares 22,952 Est. Cost $55.65 Unrealized -0.6%
EA ELECTRONIC ARTS INC. 0.1%
Value ($000) $1,354 Shares 13,517 Est. Cost $92.29 Unrealized +10.9%
ROST ROSS STORES INC 0.1%
Value ($000) $1,350 Shares 15,524 Est. Cost $100.96 Unrealized -0.2%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,347 Shares 13,481 Est. Cost $71.31 Unrealized +42.5%
EMN EASTMAN CHEM CO 0.1%
Value ($000) $1,336 Shares 28,675 Est. Cost $55.91 Unrealized -7.2%
GPN GLOBAL PAYMENTS INC. 0.1%
Value ($000) $1,331 Shares 9,225 Est. Cost $148.31 Unrealized +17.5%
IBP INSTALLED BUILDING PRODUCTS 0.1%
Value ($000) $1,331 Shares 33,373 Est. Cost $56.55 Unrealized +5.5%
IEX IDEX CORP 0.1%
Value ($000) $1,306 Shares 9,459 Est. Cost $149.75 Unrealized -2.4%
TERRAFORM POWER INC 0.1%
Value ($000) $1,306 Shares 82,800 Est. Cost $11.58 Unrealized
ALLEGHANY CORP DEL 0.1%
Value ($000) $1,288 Shares 2,332 Est. Cost $554.28 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.1%
Value ($000) $1,285 Shares 22,906 Est. Cost $96.06 Unrealized
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $1,279 Shares 22,949 Est. Cost $41.17 Unrealized +18.0%
EBAY EBAY INC 0.1%
Value ($000) $1,250 Shares 41,586 Est. Cost $29.90 Unrealized +5.4%
MARVELL TECHNOLOGY GROUP LTD O 0.1%
Value ($000) $1,245 Shares 55,000 Est. Cost $14.14 Unrealized
ABCB AMERIS BANCORP 0.1%
Value ($000) $1,241 Shares 52,224 Est. Cost $37.24 Unrealized -12.4%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,233 Shares 16,895 Est. Cost $52.30 Unrealized +16.1%
LKQ LKQ CORP 0.1%
Value ($000) $1,220 Shares 59,500 Est. Cost $23.83 Unrealized +11.7%
SATS ECHOSTAR CORP 0.1%
Value ($000) $1,219 Shares 38,125 Est. Cost $36.13 Unrealized +3.6%
ELV ANTHEM INC 0.1%
Value ($000) $1,201 Shares 5,292 Est. Cost $241.38 Unrealized +4.2%
DOV DOVER CORP 0.1%
Value ($000) $1,187 Shares 14,141 Est. Cost $82.43 Unrealized +18.6%
OLED UNIVERSAL DISPLAY CORPORATION 0.1%
Value ($000) $1,175 Shares 8,918 Est. Cost $109.55 Unrealized +49.6%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $1,156 Shares 21,050 Est. Cost $45.23 Unrealized +26.4%
CIEN CIENA CORPORATION 0.1%
Value ($000) $1,146 Shares 28,783 Est. Cost $35.54 Unrealized +15.4%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,134 Shares 7,765 Est. Cost $84.40 Unrealized +93.9%
CMCSA COMCAST CORP CL A 0.1%
Value ($000) $1,127 Shares 32,775 Est. Cost $36.33 Unrealized -0.8%
WFC WELLS FARGO & CO NEW COM 0.1%
Value ($000) $1,120 Shares 39,038 Est. Cost $33.99 Unrealized +7.8%
ORLY O'REILLY AUTOMOTIVE INC 0.1%
Value ($000) $1,119 Shares 3,716 Est. Cost $25.39 Unrealized +0.6%
TRANE TECHNOLOGIES PLCCOM USD1 0.1%
Value ($000) $1,114 Shares 13,494 Est. Cost $82.56 Unrealized
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $1,112 Shares 14,814 Est. Cost $72.19 Unrealized +15.1%
URI UNITED RENTALS INC. 0.1%
Value ($000) $1,109 Shares 10,780 Est. Cost $112.80 Unrealized +13.8%
LHX L3HARRIS TECHNOLOGIES IN 0.1%
Value ($000) $1,072 Shares 5,950 Est. Cost $180.44 Unrealized +0.9%
USB US BANCORP DEL 0.1%
Value ($000) $1,061 Shares 30,803 Est. Cost $38.09 Unrealized -2.3%
VISTRA ENERGY CORP 0.1%
Value ($000) $1,045 Shares 65,500 Est. Cost $24.49 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.1%
Value ($000) $1,043 Shares 11,285 Est. Cost $112.61 Unrealized
AIG AMERICAN INTL GROUP 0.1%
Value ($000) $1,011 Shares 41,674 Est. Cost $36.90 Unrealized -0.4%
BWA BORGWARNER INC COM 0.1%
Value ($000) $1,002 Shares 41,123 Est. Cost $33.05 Unrealized -20.1%
PFG PRINCIPAL FINANCIAL GROUP 0.1%
Value ($000) $987 Shares 31,500 Est. Cost $27.44 Unrealized +37.4%
BLD TOPBUILD CORP 0.1%
Value ($000) $967 Shares 13,500 Est. Cost $96.40 Unrealized +5.9%
SOLAR CAPITAL LTD 0.1%
Value ($000) $953 Shares 81,875 Est. Cost $15.59 Unrealized
UNITED HEALTH PRODS INC 0.1%
Value ($000) $945 Shares 1,139,000 Est. Cost $0.68 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $914 Shares 16,786 Est. Cost $96.11 Unrealized -13.9%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $907 Shares 7,093 Est. Cost $76.31 Unrealized +46.9%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $903 Shares 4,525 Est. Cost $72.69 Unrealized +171.1%
TDOC TELADOC INC 0.1%
Value ($000) $890 Shares 5,740 Est. Cost $33.21 Unrealized +250.3%
FIS FIDELITY NATIONAL INFORMATION 0.1%
Value ($000) $876 Shares 7,200 Est. Cost $46.34 Unrealized +165.7%
MCK MCKESSON CORP 0.1%
Value ($000) $870 Shares 6,432 Est. Cost $138.42 Unrealized +1.7%
GL GLOBE LIFE INC 0.1%
Value ($000) $846 Shares 11,759 Est. Cost $87.38 Unrealized +2.7%
TRV TRAVELERS COS INC 0.1%
Value ($000) $839 Shares 8,448 Est. Cost $124.79 Unrealized -12.1%
SANDERSON FARMS INC 0.1%
Value ($000) $826 Shares 6,700 Est. Cost $75.21 Unrealized
HII HUNTINGTON INGALLS INDS INC CO 0.1%
Value ($000) $814 Shares 4,468 Est. Cost $46.65 Unrealized +336.7%
XLF SELECT SECTOR SPDR TR SBI INT- 0.1%
Value ($000) $755 Shares 36,282 Est. Cost $21.37 Unrealized
DAL DELTA AIR LINES INC DEL COM NE 0.1%
Value ($000) $753 Shares 26,391 Est. Cost $48.09 Unrealized -0.1%
WEC WEC ENERGY GROUP, INC 0.1%
Value ($000) $742 Shares 8,416 Est. Cost $59.17 Unrealized +34.3%
MLM MARTIN MARIETTA MATERIALS INC 0.1%
Value ($000) $728 Shares 3,848 Est. Cost $203.43 Unrealized +12.9%
DLTR DOLLAR TREE, INC. 0.1%
Value ($000) $722 Shares 9,823 Est. Cost $100.65 Unrealized -15.4%
KEY KEYCORP NEW 0.1%
Value ($000) $719 Shares 69,307 Est. Cost $12.39 Unrealized +0.5%
AMGN AMGEN INC 0.1%
Value ($000) $711 Shares 3,505 Est. Cost $117.26 Unrealized +55.4%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $700 Shares 4,925 Est. Cost $116.53 Unrealized +26.6%
NNN NATIONAL RETAIL PROPERTIES INC 0.1%
Value ($000) $696 Shares 21,623 Est. Cost $44.81 Unrealized
VB VANGUARD INDEX FDS SMALL CP ET 0.1%
Value ($000) $669 Shares 5,794 Est. Cost $144.95 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $666 Shares 2,200 Est. Cost $157.82 Unrealized +99.9%
EATON VANCE CORP COM NON VTG 0.1%
Value ($000) $665 Shares 20,635 Est. Cost $37.60 Unrealized
SITE SITEONE LANDSCAPE SUPPLY, INC. 0.1%
Value ($000) $663 Shares 9,000 Est. Cost $30.83 Unrealized +196.7%
ADP AUTOMATIC DATA PROCESS 0.1%
Value ($000) $652 Shares 4,770 Est. Cost $55.10 Unrealized +157.6%
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $625 Shares 46,354 Est. Cost $43.48 Unrealized -41.8%
MET METLIFE INC COM 0.1%
Value ($000) $620 Shares 20,295 Est. Cost $31.46 Unrealized +15.9%
NVS NOVARTIS AG-ADR 0.1%
Value ($000) $615 Shares 7,463 Est. Cost $81.73 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $613 Shares 12,867 Est. Cost $44.70 Unrealized +29.2%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $611 Shares 8,175 Est. Cost $54.92 Unrealized 0.0%
VEA VANGUARD FTSE DEVELOPED MARKET 0.1%
Value ($000) $609 Shares 18,252 Est. Cost $39.81 Unrealized
WGO WINNEBAGO INDUSTRIES 0.1%
Value ($000) $603 Shares 21,700 Est. Cost $35.19 Unrealized +37.2%
CB CHUBB LTD 0.1%
Value ($000) $597 Shares 5,345 Est. Cost $103.24 Unrealized +26.3%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $595 Shares 3,800 Est. Cost $134.21 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $587 Shares 436 Est. Cost $1775.40 Unrealized -2.8%
COF CAPITAL ONE FINANCIAL CORP. 0.1%
Value ($000) $581 Shares 11,520 Est. Cost $79.47 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX FD 0.1%
Value ($000) $573 Shares 17,082 Est. Cost $44.27 Unrealized
RAYTHEON CO 0.1%
Value ($000) $570 Shares 4,345 Est. Cost $194.44 Unrealized
IYW ISHARES US TECHNOLOGY ETF 0.1%
Value ($000) $567 Shares 2,776 Est. Cost $179.68 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $565 Shares 6,050 Est. Cost $72.84 Unrealized +12.4%
GDX VANECK VECTORS ETF TR GOLD MIN 0.1%
Value ($000) $564 Shares 24,485 Est. Cost $25.57 Unrealized
AIVL WISDOMTREE DIVIDEND EX-FIN ETF 0.1%
Value ($000) $564 Shares 8,725 Est. Cost $66.34 Unrealized
BP BP AMOCO PLC - SPONS ADR 0.1%
Value ($000) $563 Shares 23,095 Est. Cost $38.53 Unrealized
GLW CORNING INC 0.1%
Value ($000) $537 Shares 26,150 Est. Cost $13.56 Unrealized +63.0%
NFG NATIONAL FUEL GAS N J 0.1%
Value ($000) $529 Shares 14,180 Est. Cost $56.99 Unrealized -28.1%
LOW LOWES COS INC 0.1%
Value ($000) $525 Shares 6,096 Est. Cost $79.19 Unrealized +24.1%
ULTA ULTA SALON COSMETICS AND FRAGR 0.1%
Value ($000) $520 Shares 2,959 Est. Cost $244.82 Unrealized +1.8%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $500 Shares 6,025 Est. Cost $68.07 Unrealized +55.8%
FTV FORTIVE CORPORATION 0.0%
Value ($000) $468 Shares 8,471 Est. Cost $37.48 Unrealized +13.7%
OEF ISHARES S&P 100 INDEX FUND 0.0%
Value ($000) $438 Shares 3,690 Est. Cost $85.58 Unrealized
COP CONOCOPHILIPS 0.0%
Value ($000) $428 Shares 13,896 Est. Cost $32.88 Unrealized +24.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $415 Shares 10,722 Est. Cost $23.18 Unrealized +18.9%
IYH ISHARES DJ US HEALTHCARE SEC 0.0%
Value ($000) $412 Shares 2,195 Est. Cost $117.10 Unrealized
THVB THOMASVILLE BANCSHARES INC 0.0%
Value ($000) $412 Shares 9,000 Est. Cost $31.80 Unrealized +25.4%
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $396 Shares 2,600 Est. Cost $40.40 Unrealized +275.5%
D DOMINION RES VA NEW 0.0%
Value ($000) $395 Shares 5,467 Est. Cost $48.66 Unrealized +29.7%
IOO ISHARES S&P GLOBAL INDEX 100 0.0%
Value ($000) $393 Shares 8,810 Est. Cost $56.71 Unrealized
RWT REDWOOD TRUST, INC. 0.0%
Value ($000) $392 Shares 77,450 Est. Cost $16.68 Unrealized
XLI SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $377 Shares 6,382 Est. Cost $81.48 Unrealized
XHB SPDR HOMEBUILDERS ETF 0.0%
Value ($000) $367 Shares 12,316 Est. Cost $32.99 Unrealized
HLT HILTON WORLDWIDE HOLDINGS INC 0.0%
Value ($000) $366 Shares 5,366 Est. Cost $63.88 Unrealized +50.4%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $364 Shares 15,428 Est. Cost $55.64 Unrealized -31.1%
KTOS KRATOS DEFENSE AND SECURITY SO 0.0%
Value ($000) $360 Shares 25,993 Est. Cost $13.21 Unrealized +30.5%
DVY ISHARES DJ SELECT DIVIDEND 0.0%
Value ($000) $356 Shares 4,847 Est. Cost $65.56 Unrealized
CRANE COMPANY 0.0%
Value ($000) $343 Shares 6,975 Est. Cost $59.82 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $329 Shares 4,250 Est. Cost $90.41 Unrealized
HSY HERSHEY FOODS CORP 0.0%
Value ($000) $328 Shares 2,475 Est. Cost $83.10 Unrealized +54.6%
PANW PALO ALTO NETWORKS, INC. 0.0%
Value ($000) $321 Shares 1,956 Est. Cost $35.79 Unrealized -2.5%
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $303 Shares 3,601 Est. Cost $49.83 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN 0.0%
Value ($000) $302 Shares 8,900 Est. Cost $44.77 Unrealized
IR INGERSOLL RAND ORD SHS 0.0%
Value ($000) $295 Shares 11,876 Est. Cost $31.60 Unrealized 0.0%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $289 Shares 23,024 Est. Cost $20.01 Unrealized -13.2%
GIS GENERAL MLS INC 0.0%
Value ($000) $284 Shares 5,383 Est. Cost $41.22 Unrealized +5.1%
SYY SYSCO CORP 0.0%
Value ($000) $283 Shares 6,200 Est. Cost $32.56 Unrealized +80.7%
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $279 Shares 19,505 Est. Cost $34.82 Unrealized
RF REGIONS FINANCIAL CORP 0.0%
Value ($000) $278 Shares 31,003 Est. Cost $13.86 Unrealized -20.8%
ADSK AUTODESK INC 0.0%
Value ($000) $272 Shares 1,740 Est. Cost $153.86 Unrealized +19.3%
IBB ISHARES NASDAQ BIOTECH ETF 0.0%
Value ($000) $270 Shares 2,509 Est. Cost $119.31 Unrealized
SYNOVUS FINANCIAL CORP 0.0%
Value ($000) $262 Shares 14,945 Est. Cost $35.34 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $262 Shares 14,290 Est. Cost $18.33 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $260 Shares 565 Est. Cost $106.50 Unrealized +60.8%
ALL ALLSTATE CORP 0.0%
Value ($000) $256 Shares 2,790 Est. Cost $66.01 Unrealized +42.8%
DIAMONDBACK ENERGY 0.0%
Value ($000) $253 Shares 9,656 Est. Cost $107.71 Unrealized
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $251 Shares 5,150 Est. Cost $40.72 Unrealized
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $248 Shares 15,300 Est. Cost $14.43 Unrealized +15.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $245 Shares 1,000 Est. Cost $182.65 Unrealized +43.0%
VYM VANGUARD HIGH DIV YLD 0.0%
Value ($000) $244 Shares 3,455 Est. Cost $78.52 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $240 Shares 3,984 Est. Cost $46.93 Unrealized +15.6%
HEI HEICO CORPORATION 0.0%
Value ($000) $239 Shares 3,200 Est. Cost $109.32 Unrealized 0.0%
BROADCOM LTD 0.0%
Value ($000) $231 Shares 976 Est. Cost $236.68 Unrealized
ACWX ISHARES MSCI ACWI EX US ETF 0.0%
Value ($000) $224 Shares 5,959 Est. Cost $49.17 Unrealized
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $220 Shares 1,900 Est. Cost $120.20 Unrealized -5.7%
IWO ISHARES TR RUSSELL 2000 GROWTH 0.0%
Value ($000) $219 Shares 1,385 Est. Cost $118.45 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $218 Shares 2,119 Est. Cost $71.86 Unrealized +48.0%
YUM YUM! BRANDS INC 0.0%
Value ($000) $217 Shares 3,164 Est. Cost $60.75 Unrealized +37.6%
A AGILENT TECHNOLOGIES 0.0%
Value ($000) $207 Shares 2,895 Est. Cost $72.29 Unrealized +6.7%
EOG EOG RESOURCES INC 0.0%
Value ($000) $200 Shares 5,575 Est. Cost $60.60 Unrealized -18.0%
NUVEEN DOW 30SM DYNAMIC OVERWR 0.0%
Value ($000) $148 Shares 11,787 Est. Cost $18.48 Unrealized
AMRX AMNEAL PHARMACEUTICALS LLC 0.0%
Value ($000) $139 Shares 40,000 Est. Cost $3.48 Unrealized +21.8%
AERIE PHARMACEUTICALS INC 0.0%
Value ($000) $138 Shares 10,208 Est. Cost $61.55 Unrealized
TORTOISE POWER AND ENERGY INFR 0.0%
Value ($000) $138 Shares 19,678 Est. Cost $19.08 Unrealized
OGCP EMPIRE STATE REALTY OP LP SERI 0.0%
Value ($000) $91 Shares 10,737 Est. Cost $17.98 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $85 Shares 10,685 Est. Cost $17.60 Unrealized
ALPS ALERIAN MLP ETF 0.0%
Value ($000) $81 Shares 23,502 Est. Cost $3.45 Unrealized
TORTOISE ENERGY INFRASTRUCTURE 0.0%
Value ($000) $71 Shares 27,543 Est. Cost $26.93 Unrealized
VEREIT INC 0.0%
Value ($000) $52 Shares 10,582 Est. Cost $7.75 Unrealized
GRWG GROWGENERATION CORP 0.0%
Value ($000) $38 Shares 10,000 Est. Cost $4.50 Unrealized +3.8%
ATHERSYS INC COM 0.0%
Value ($000) $30 Shares 10,000 Est. Cost $2.10 Unrealized
ISOLF ISODIOL INTERNATIONAL 0.0%
Value ($000) $1 Shares 11,429 Est. Cost $0.36 Unrealized -62.0%
MOTION PICTURE GROUP ORD SHS 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
CITIZENS BANCSHARES CORP FRAC1 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized