MONTAG A & ASSOCIATES INC Diversified Active

CIK: 0000829407 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 4, 2020

Total Value ($000): $1,142,952 (100.0% shares, 0.0% debt)

Holdings (299)

SPY SPDR S&P 500 ETF TR TR UNIT 4.8%
Value ($000) $54,739 Shares 177,516 Est. Cost $221.27 Unrealized
IVV ISHARES TR CORE S&P500 ETF 4.1%
Value ($000) $47,222 Shares 152,482 Est. Cost $217.48 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTS 3.6%
Value ($000) $41,186 Shares 126,925 Est. Cost $229.17 Unrealized
MSFT MICROSOFT CORP COM 2.9%
Value ($000) $33,140 Shares 162,843 Est. Cost $63.88 Unrealized +170.9%
AAPL APPLE INC COM 2.8%
Value ($000) $31,783 Shares 87,125 Est. Cost $35.95 Unrealized +108.9%
FISV FISERV INC 2.5%
Value ($000) $28,033 Shares 287,161 Est. Cost $72.70 Unrealized +38.5%
AMZN AMAZON COM INC 2.4%
Value ($000) $27,089 Shares 9,819 Est. Cost $60.74 Unrealized +98.8%
HD HOME DEPOT INC 2.2%
Value ($000) $24,591 Shares 98,162 Est. Cost $91.53 Unrealized +118.2%
GOOG ALPHABET INC CAP STK CL C 1.9%
Value ($000) $22,221 Shares 15,719 Est. Cost $43.80 Unrealized +52.9%
KO COCA COLA CO COM 1.9%
Value ($000) $21,419 Shares 479,391 Est. Cost $31.17 Unrealized +24.2%
ADBE ADOBE SYS INC COM 1.7%
Value ($000) $19,621 Shares 45,073 Est. Cost $103.37 Unrealized +258.4%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $16,192 Shares 115,136 Est. Cost $88.75 Unrealized +40.0%
PAYPAL HOLDINGS INC 1.4%
Value ($000) $15,768 Shares 90,500 Est. Cost $104.39 Unrealized
V VISA INC - CLASS A 1.4%
Value ($000) $15,508 Shares 80,284 Est. Cost $102.82 Unrealized +70.7%
MRK MERCK & CO INC COM 1.2%
Value ($000) $14,091 Shares 182,213 Est. Cost $42.68 Unrealized +47.3%
PEP PEPSICO INC COM 1.2%
Value ($000) $13,604 Shares 102,858 Est. Cost $77.71 Unrealized +42.6%
IWB ISHARES RUSSELL 1000 INDEX 1.2%
Value ($000) $13,604 Shares 79,239 Est. Cost $105.69 Unrealized
EFX EQUIFAX INC 1.1%
Value ($000) $12,994 Shares 75,598 Est. Cost $53.66 Unrealized +164.8%
CSCO CISCO SYS INC COM 1.1%
Value ($000) $12,922 Shares 277,069 Est. Cost $30.93 Unrealized +19.6%
VIG VANGUARD DIVIDEND APPRECIATION 1.1%
Value ($000) $12,582 Shares 107,373 Est. Cost $78.58 Unrealized
TRUIST FINANCIAL CORPORATION 1.1%
Value ($000) $12,059 Shares 321,133 Est. Cost $55.68 Unrealized
FACEBOOK INC-A 1.0%
Value ($000) $11,518 Shares 50,723 Est. Cost $190.96 Unrealized
TMO THERMO FISCHER SCIENTIFIC 1.0%
Value ($000) $10,933 Shares 30,173 Est. Cost $278.55 Unrealized +18.6%
JPM JPMORGAN CHASE & CO COM 0.9%
Value ($000) $10,558 Shares 112,247 Est. Cost $66.50 Unrealized +22.9%
WMT WAL-MART STORES INC COM 0.9%
Value ($000) $10,415 Shares 86,948 Est. Cost $24.85 Unrealized +53.2%
MCD MCDONALDS CORP COM 0.9%
Value ($000) $10,087 Shares 54,681 Est. Cost $159.74 Unrealized +0.8%
INTC INTEL CORP 0.9%
Value ($000) $10,071 Shares 168,330 Est. Cost $41.49 Unrealized +28.2%
VO VANGUARD MID CAP ETF 0.9%
Value ($000) $9,788 Shares 59,716 Est. Cost $102.18 Unrealized
TJX TJX COS INC NEW 0.8%
Value ($000) $9,345 Shares 184,839 Est. Cost $43.45 Unrealized +7.3%
MONMOUTH REAL ESTATE INVESTMEN 0.8%
Value ($000) $9,200 Shares 634,940 Est. Cost $16.59 Unrealized
ABT ABBOTT LABS 0.8%
Value ($000) $9,153 Shares 100,113 Est. Cost $59.00 Unrealized +38.9%
ISRG INTUITIVE SURGICAL, INC. 0.8%
Value ($000) $9,102 Shares 15,973 Est. Cost $182.68 Unrealized -1.9%
MA MASTERCARD INCORPORATED CL A 0.8%
Value ($000) $9,048 Shares 30,597 Est. Cost $207.50 Unrealized +31.7%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $9,022 Shares 75,455 Est. Cost $74.84 Unrealized +35.7%
BABA ALIBABA GROUP HOLDING 0.8%
Value ($000) $8,987 Shares 41,663 Est. Cost $197.87 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.8%
Value ($000) $8,971 Shares 46,738 Est. Cost $141.00 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.8%
Value ($000) $8,795 Shares 128,785 Est. Cost $73.23 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.8%
Value ($000) $8,582 Shares 67,117 Est. Cost $83.28 Unrealized +15.9%
GOOGL ALPHABET INC CAP STK CL A 0.7%
Value ($000) $8,219 Shares 5,796 Est. Cost $47.00 Unrealized +42.4%
CPRT COPART INC 0.7%
Value ($000) $8,175 Shares 98,175 Est. Cost $10.93 Unrealized +83.7%
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.7%
Value ($000) $8,035 Shares 78,956 Est. Cost $102.14 Unrealized
SYK STRYKER CORP 0.6%
Value ($000) $7,366 Shares 40,877 Est. Cost $186.45 Unrealized -6.8%
CHTR CHARTER COMMUNICATIONS INC NEW 0.6%
Value ($000) $7,030 Shares 13,783 Est. Cost $467.13 Unrealized +8.6%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $6,933 Shares 72,825 Est. Cost $94.52 Unrealized -9.4%
GPC GENUINE PARTS CO 0.6%
Value ($000) $6,753 Shares 77,659 Est. Cost $66.82 Unrealized +0.8%
DHR DANAHER CORP DEL 0.6%
Value ($000) $6,601 Shares 37,330 Est. Cost $88.05 Unrealized +59.0%
NSRGY NESTLE S A - ADR REG SHS 0.6%
Value ($000) $6,520 Shares 58,984 Est. Cost $73.29 Unrealized
EW EDWARDS LIFESCIENCES 0.6%
Value ($000) $6,366 Shares 92,118 Est. Cost $58.25 Unrealized +22.0%
NVR NVR INC COM 0.6%
Value ($000) $6,325 Shares 1,941 Est. Cost $3259.26 Unrealized -5.9%
ABBVIE INC. 0.6%
Value ($000) $6,304 Shares 64,204 Est. Cost $44.71 Unrealized
XLK AMEX TECHNOLOGY SECTOR SPDR 0.5%
Value ($000) $6,122 Shares 58,586 Est. Cost $75.11 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.5%
Value ($000) $6,056 Shares 33,928 Est. Cost $172.27 Unrealized +6.0%
GS GOLDMAN SACHS GROUP 0.5%
Value ($000) $6,041 Shares 30,571 Est. Cost $184.48 Unrealized -11.0%
IJH ISHARES TRUST S&P MIDCAP 400 0.5%
Value ($000) $5,991 Shares 33,691 Est. Cost $150.81 Unrealized
MMM 3M CO 0.5%
Value ($000) $5,918 Shares 37,941 Est. Cost $108.08 Unrealized -5.2%
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $5,735 Shares 23,879 Est. Cost $28.58 Unrealized +81.9%
EEFT EURONET WORLDWIDE INC 0.5%
Value ($000) $5,714 Shares 59,635 Est. Cost $108.88 Unrealized -15.2%
UMH UMH PROPERTIES INC 0.5%
Value ($000) $5,601 Shares 433,155 Est. Cost $15.64 Unrealized
KANSAS CITY SOUTHN IND NEW 0.5%
Value ($000) $5,560 Shares 37,241 Est. Cost $147.28 Unrealized
IQVIA HOLDINGS INC 0.5%
Value ($000) $5,429 Shares 38,267 Est. Cost $146.82 Unrealized
INTU INTUIT INC 0.5%
Value ($000) $5,270 Shares 17,792 Est. Cost $239.01 Unrealized +10.8%
BA BOEING CO COM 0.5%
Value ($000) $5,216 Shares 28,454 Est. Cost $220.35 Unrealized -30.2%
DIS WALT DISNEY CO 0.5%
Value ($000) $5,181 Shares 46,463 Est. Cost $116.30 Unrealized -7.3%
KRE KBW REGIONAL BANKING ETF 0.4%
Value ($000) $5,130 Shares 133,619 Est. Cost $43.30 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.4%
Value ($000) $5,111 Shares 59,615 Est. Cost $37.16 Unrealized +125.4%
MKL MARKEL CORP 0.4%
Value ($000) $5,109 Shares 5,534 Est. Cost $643.35 Unrealized +41.3%
CVX CHEVRON TEXACO CORP 0.4%
Value ($000) $5,064 Shares 56,749 Est. Cost $76.08 Unrealized -8.2%
LLY LILLY ELI & CO 0.4%
Value ($000) $4,789 Shares 29,168 Est. Cost $73.46 Unrealized +95.9%
RIO RIO TINTO PLC SPONSORED ADR 0.4%
Value ($000) $4,726 Shares 84,118 Est. Cost $30.47 Unrealized
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $4,724 Shares 105,633 Est. Cost $56.36 Unrealized -38.2%
PFE PFIZER INC COM 0.4%
Value ($000) $4,667 Shares 142,707 Est. Cost $18.05 Unrealized +44.0%
WY WEYERHAEUSER CO 0.4%
Value ($000) $4,665 Shares 207,719 Est. Cost $17.86 Unrealized -7.9%
ICE INTERCONTINENTAL EXCHANGE, INC 0.4%
Value ($000) $4,504 Shares 49,175 Est. Cost $70.34 Unrealized +21.0%
ACTIVISION INC NEW COM NEW 0.4%
Value ($000) $4,502 Shares 59,318 Est. Cost $57.94 Unrealized
BAC BANK AMER CORP COM 0.4%
Value ($000) $4,448 Shares 187,266 Est. Cost $16.13 Unrealized +27.5%
CRM SALESFORCE.COM INC 0.4%
Value ($000) $4,445 Shares 23,728 Est. Cost $155.78 Unrealized +6.9%
RSG REPUBLIC SVCS INC 0.4%
Value ($000) $4,392 Shares 53,534 Est. Cost $73.85 Unrealized +0.9%
SBUX STARBUCKS CORP 0.4%
Value ($000) $4,249 Shares 57,735 Est. Cost $59.09 Unrealized +12.2%
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $4,141 Shares 13,657 Est. Cost $95.83 Unrealized +191.3%
VNQ VANGUARD INDEX FDS REIT ETF 0.4%
Value ($000) $4,006 Shares 51,012 Est. Cost $78.60 Unrealized
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $3,709 Shares 15,501 Est. Cost $160.94 Unrealized +36.9%
MAS MASCO CORP COM 0.3%
Value ($000) $3,679 Shares 73,278 Est. Cost $17.85 Unrealized +120.6%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $3,656 Shares 10,020 Est. Cost $78.84 Unrealized +310.6%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $3,627 Shares 12,296 Est. Cost $119.02 Unrealized +119.4%
TDG TRANSDIGM GROUP INC 0.3%
Value ($000) $3,624 Shares 8,199 Est. Cost $314.55 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES, INC. 0.3%
Value ($000) $3,623 Shares 33,834 Est. Cost $88.10 Unrealized +14.1%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $3,607 Shares 65,432 Est. Cost $39.12 Unrealized +4.2%
CDW CDW CORPORATION 0.3%
Value ($000) $3,574 Shares 30,764 Est. Cost $113.01 Unrealized -10.5%
IBM INTERNATIONAL BUSINESS MACHS C 0.3%
Value ($000) $3,483 Shares 28,843 Est. Cost $114.99 Unrealized -20.5%
DEO DIAGEO PLC-SPONSORED ADR NEW 0.3%
Value ($000) $3,436 Shares 25,567 Est. Cost $115.84 Unrealized
NKE NIKE INC CL B 0.3%
Value ($000) $3,402 Shares 34,699 Est. Cost $64.13 Unrealized +33.3%
EL THE ESTEE LAUDER COMPANIES, IN 0.3%
Value ($000) $3,267 Shares 17,314 Est. Cost $173.19 Unrealized -4.4%
VB VANGUARD INDEX FDS SMALL CP ET 0.3%
Value ($000) $3,263 Shares 22,390 Est. Cost $145.53 Unrealized
WRB WR BERKLEY CORP 0.3%
Value ($000) $3,251 Shares 56,754 Est. Cost $13.93 Unrealized +55.4%
MCHI ISHARES MSCI CHINA ETF 0.3%
Value ($000) $3,233 Shares 49,403 Est. Cost $57.30 Unrealized
KMX CARMAX INC COM 0.3%
Value ($000) $3,186 Shares 35,580 Est. Cost $79.10 Unrealized -0.9%
DISCOVERY COMMUNICATNS NEW COM 0.3%
Value ($000) $3,091 Shares 146,489 Est. Cost $22.23 Unrealized
MARVELL TECHNOLOGY GROUP LTD O 0.3%
Value ($000) $3,075 Shares 87,700 Est. Cost $21.94 Unrealized
DIA SPDR DJIA TRUST 0.3%
Value ($000) $3,036 Shares 11,775 Est. Cost $212.74 Unrealized
WTW WILLIS TOWERS WATSON PUBLIC LI 0.3%
Value ($000) $2,976 Shares 15,108 Est. Cost $100.14 Unrealized +77.2%
T AT&T INC 0.3%
Value ($000) $2,905 Shares 96,103 Est. Cost $15.78 Unrealized -1.8%
FE FIRSTENERGY CORP COM 0.3%
Value ($000) $2,895 Shares 74,650 Est. Cost $23.44 Unrealized +39.1%
SPHQ INVESCO S&P 500 QUALITY ETF 0.2%
Value ($000) $2,853 Shares 80,581 Est. Cost $30.14 Unrealized
VMC VULCAN MATLS CO 0.2%
Value ($000) $2,822 Shares 24,358 Est. Cost $76.31 Unrealized +36.9%
TGT TARGET CORP COM 0.2%
Value ($000) $2,815 Shares 23,475 Est. Cost $90.67 Unrealized +8.3%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $2,764 Shares 34,603 Est. Cost $60.64 Unrealized +11.5%
NVDA NVIDIA CORP 0.2%
Value ($000) $2,625 Shares 6,909 Est. Cost $6.15 Unrealized +31.1%
IWM ISHARES TRUST RUSSELL 2000 IND 0.2%
Value ($000) $2,578 Shares 18,005 Est. Cost $150.10 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.2%
Value ($000) $2,565 Shares 22,778 Est. Cost $114.71 Unrealized
CBRE CBRE GROUP INC CL A 0.2%
Value ($000) $2,534 Shares 56,043 Est. Cost $38.85 Unrealized +11.0%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $2,532 Shares 15,131 Est. Cost $120.21 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $2,521 Shares 8,893 Est. Cost $226.47 Unrealized
VFC V F CORP 0.2%
Value ($000) $2,491 Shares 40,873 Est. Cost $63.31 Unrealized -8.0%
IBP INSTALLED BUILDING PRODUCTS 0.2%
Value ($000) $2,295 Shares 33,373 Est. Cost $56.55 Unrealized -9.7%
HD SUPPLY HOLDINGS, INC. 0.2%
Value ($000) $2,263 Shares 65,300 Est. Cost $31.93 Unrealized
AME AMETEK INC NEW 0.2%
Value ($000) $2,249 Shares 25,163 Est. Cost $85.07 Unrealized -5.0%
IVW ISHARES TR S&P500 GRW 0.2%
Value ($000) $2,220 Shares 10,701 Est. Cost $161.97 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $2,198 Shares 15,203 Est. Cost $123.96 Unrealized -4.9%
PPG PPG INDS INC 0.2%
Value ($000) $2,190 Shares 20,653 Est. Cost $87.72 Unrealized -1.6%
EBAY EBAY INC 0.2%
Value ($000) $2,181 Shares 41,586 Est. Cost $29.90 Unrealized +28.5%
ORCL ORACLE CORP 0.2%
Value ($000) $2,177 Shares 39,392 Est. Cost $43.71 Unrealized +12.1%
UNP UNION PAC CORP 0.2%
Value ($000) $2,025 Shares 11,975 Est. Cost $75.59 Unrealized +87.1%
SO SOUTHERN CO COM 0.2%
Value ($000) $2,023 Shares 39,010 Est. Cost $40.44 Unrealized +10.7%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $2,013 Shares 16,412 Est. Cost $98.03 Unrealized +1.4%
ACN ACCENTURE PLC 0.2%
Value ($000) $1,921 Shares 8,946 Est. Cost $72.84 Unrealized +139.7%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $1,898 Shares 20,806 Est. Cost $75.37 Unrealized
STT STATE STREET CORP 0.2%
Value ($000) $1,883 Shares 29,626 Est. Cost $45.34 Unrealized +10.8%
RAYTHEON TECHNOLOGIESCORP COM 0.2%
Value ($000) $1,871 Shares 30,365 Est. Cost $61.62 Unrealized
EMN EASTMAN CHEM CO 0.2%
Value ($000) $1,774 Shares 25,475 Est. Cost $55.91 Unrealized -7.5%
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $1,760 Shares 34,425 Est. Cost $24.11 Unrealized +84.8%
WALGREENS BOOTS ALLIANCE, INC. 0.2%
Value ($000) $1,755 Shares 41,398 Est. Cost $74.71 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,712 Shares 13,481 Est. Cost $71.31 Unrealized +39.6%
COR AMERISOURCEBERGEN CORP. 0.1%
Value ($000) $1,699 Shares 16,862 Est. Cost $65.39 Unrealized +21.7%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,621 Shares 17,675 Est. Cost $77.00 Unrealized +6.2%
GPN GLOBAL PAYMENTS INC. 0.1%
Value ($000) $1,565 Shares 9,225 Est. Cost $148.31 Unrealized +7.1%
LKQ LKQ CORP 0.1%
Value ($000) $1,559 Shares 59,500 Est. Cost $23.83 Unrealized -7.3%
TERRAFORM POWER INC 0.1%
Value ($000) $1,527 Shares 82,800 Est. Cost $11.58 Unrealized
ITB ISHARES DOW JONES US HOME CONS 0.1%
Value ($000) $1,508 Shares 34,149 Est. Cost $28.93 Unrealized
GGG GRACO INC 0.1%
Value ($000) $1,502 Shares 31,305 Est. Cost $42.29 Unrealized +3.8%
CVS CVS HEALTH CORP. 0.1%
Value ($000) $1,491 Shares 22,952 Est. Cost $55.65 Unrealized -5.5%
URI UNITED RENTALS INC. 0.1%
Value ($000) $1,479 Shares 9,925 Est. Cost $112.80 Unrealized +8.9%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,476 Shares 20,148 Est. Cost $44.92 Unrealized +38.8%
IEX IDEX CORP 0.1%
Value ($000) $1,463 Shares 9,257 Est. Cost $149.75 Unrealized -4.7%
BWA BORGWARNER INC COM 0.1%
Value ($000) $1,452 Shares 41,123 Est. Cost $33.05 Unrealized -26.7%
WGO WINNEBAGO INDUSTRIES 0.1%
Value ($000) $1,446 Shares 21,700 Est. Cost $35.19 Unrealized +45.1%
CIEN CIENA CORPORATION 0.1%
Value ($000) $1,407 Shares 25,980 Est. Cost $35.54 Unrealized +39.9%
ROP ROPER INDUSTRIES INC 0.1%
Value ($000) $1,391 Shares 3,583 Est. Cost $342.17 Unrealized +1.3%
XLU UTILITIES SELECT SECTOR SPDR 0.1%
Value ($000) $1,379 Shares 24,438 Est. Cost $56.86 Unrealized
VMWARE, INC. CL A 0.1%
Value ($000) $1,369 Shares 8,842 Est. Cost $152.44 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $1,362 Shares 5,179 Est. Cost $241.38 Unrealized +2.4%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,358 Shares 7,735 Est. Cost $84.40 Unrealized +78.9%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $1,356 Shares 41,474 Est. Cost $62.83 Unrealized
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $1,347 Shares 22,909 Est. Cost $41.17 Unrealized +16.4%
OLED UNIVERSAL DISPLAY CORPORATION 0.1%
Value ($000) $1,334 Shares 8,918 Est. Cost $109.55 Unrealized +27.7%
ROST ROSS STORES INC 0.1%
Value ($000) $1,327 Shares 15,564 Est. Cost $100.96 Unrealized -15.1%
PFG PRINCIPAL FINANCIAL GROUP 0.1%
Value ($000) $1,309 Shares 31,500 Est. Cost $27.44 Unrealized +7.5%
CMCSA COMCAST CORP CL A 0.1%
Value ($000) $1,302 Shares 33,408 Est. Cost $36.26 Unrealized -9.6%
ALLEGHANY CORP DEL 0.1%
Value ($000) $1,287 Shares 2,632 Est. Cost $546.84 Unrealized
AIG AMERICAN INTL GROUP 0.1%
Value ($000) $1,262 Shares 40,474 Est. Cost $36.90 Unrealized -33.9%
DOV DOVER CORP 0.1%
Value ($000) $1,253 Shares 12,978 Est. Cost $82.43 Unrealized +3.8%
ABCB AMERIS BANCORP 0.1%
Value ($000) $1,232 Shares 52,224 Est. Cost $37.24 Unrealized -41.9%
PRF INVESCO FTSE RAFI US 1000 ETF 0.1%
Value ($000) $1,222 Shares 11,285 Est. Cost $112.61 Unrealized
VISTRA ENERGY CORP 0.1%
Value ($000) $1,220 Shares 65,500 Est. Cost $24.49 Unrealized
BLD TOPBUILD CORP 0.1%
Value ($000) $1,164 Shares 10,228 Est. Cost $96.40 Unrealized +3.6%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,159 Shares 16,545 Est. Cost $52.30 Unrealized +4.8%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $1,106 Shares 20,250 Est. Cost $45.23 Unrealized -2.1%
TDOC TELADOC INC 0.1%
Value ($000) $1,095 Shares 5,740 Est. Cost $33.21 Unrealized +427.7%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $1,093 Shares 4,525 Est. Cost $72.69 Unrealized +173.3%
SITE SITEONE LANDSCAPE SUPPLY, INC. 0.1%
Value ($000) $1,026 Shares 9,000 Est. Cost $30.83 Unrealized +201.5%
LHX L3HARRIS TECHNOLOGIES IN 0.1%
Value ($000) $1,010 Shares 5,950 Est. Cost $180.44 Unrealized -7.0%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $1,003 Shares 7,093 Est. Cost $76.31 Unrealized +47.7%
XLE AMEX ENERGY SECTOR SPDR 0.1%
Value ($000) $993 Shares 26,247 Est. Cost $40.77 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $987 Shares 6,432 Est. Cost $138.42 Unrealized +0.6%
FIS FIDELITY NATIONAL INFORMATION 0.1%
Value ($000) $965 Shares 7,200 Est. Cost $46.34 Unrealized +152.0%
TRV TRAVELERS COS INC 0.1%
Value ($000) $963 Shares 8,448 Est. Cost $124.79 Unrealized -25.0%
USB US BANCORP DEL 0.1%
Value ($000) $904 Shares 24,548 Est. Cost $38.09 Unrealized -26.9%
GDX VANECK VECTORS ETF TR GOLD MIN 0.1%
Value ($000) $898 Shares 24,485 Est. Cost $25.57 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $890 Shares 5,091 Est. Cost $117.39 Unrealized +21.7%
GL GLOBE LIFE INC 0.1%
Value ($000) $873 Shares 11,759 Est. Cost $87.38 Unrealized -17.1%
DLTR DOLLAR TREE, INC. 0.1%
Value ($000) $871 Shares 9,402 Est. Cost $100.65 Unrealized -17.1%
SOLAR CAPITAL LTD 0.1%
Value ($000) $869 Shares 54,250 Est. Cost $15.59 Unrealized
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $849 Shares 46,192 Est. Cost $43.48 Unrealized -64.4%
TXRH TEXAS ROADHOUSE INC COM 0.1%
Value ($000) $841 Shares 16,000 Est. Cost $44.77 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR SBI INT- 0.1%
Value ($000) $833 Shares 35,982 Est. Cost $21.37 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $827 Shares 3,505 Est. Cost $117.26 Unrealized +63.5%
UNITED HEALTH PRODS INC 0.1%
Value ($000) $820 Shares 1,139,000 Est. Cost $0.68 Unrealized
ORLY O'REILLY AUTOMOTIVE INC 0.1%
Value ($000) $805 Shares 1,909 Est. Cost $25.39 Unrealized +2.9%
IYW ISHARES US TECHNOLOGY ETF 0.1%
Value ($000) $789 Shares 2,926 Est. Cost $184.29 Unrealized
SANDERSON FARMS INC 0.1%
Value ($000) $776 Shares 6,700 Est. Cost $75.21 Unrealized
HII HUNTINGTON INGALLS INDS INC CO 0.1%
Value ($000) $771 Shares 4,418 Est. Cost $46.65 Unrealized +249.8%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $755 Shares 12,167 Est. Cost $44.70 Unrealized +12.5%
WEX INC 0.1%
Value ($000) $750 Shares 4,545 Est. Cost $165.02 Unrealized
KEY KEYCORP NEW 0.1%
Value ($000) $744 Shares 61,107 Est. Cost $12.39 Unrealized -28.8%
WEC WEC ENERGY GROUP, INC 0.1%
Value ($000) $738 Shares 8,416 Est. Cost $59.17 Unrealized +26.9%
LOW LOWES COS INC 0.1%
Value ($000) $735 Shares 5,436 Est. Cost $79.19 Unrealized +30.5%
MLM MARTIN MARIETTA MATERIALS INC 0.1%
Value ($000) $730 Shares 3,533 Est. Cost $203.43 Unrealized -9.0%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $712 Shares 9,393 Est. Cost $96.11 Unrealized -37.2%
RHI ROBERT HALF INTERNATIONAL INC 0.1%
Value ($000) $711 Shares 13,450 Est. Cost $47.47 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESS 0.1%
Value ($000) $710 Shares 4,770 Est. Cost $55.10 Unrealized +130.4%
VEA VANGUARD FTSE DEVELOPED MARKET 0.1%
Value ($000) $696 Shares 17,944 Est. Cost $39.81 Unrealized
EATON VANCE CORP COM NON VTG 0.1%
Value ($000) $691 Shares 17,911 Est. Cost $37.60 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $687 Shares 6,025 Est. Cost $68.07 Unrealized +33.5%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $685 Shares 8,899 Est. Cost $55.46 Unrealized +10.8%
VWO VANGUARD INTL EQUITY INDEX FD 0.1%
Value ($000) $677 Shares 17,082 Est. Cost $44.27 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $676 Shares 2,200 Est. Cost $157.82 Unrealized +89.1%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $670 Shares 6,030 Est. Cost $72.84 Unrealized +9.5%
WFC WELLS FARGO & CO NEW COM 0.1%
Value ($000) $668 Shares 26,111 Est. Cost $33.99 Unrealized -29.5%
COF CAPITAL ONE FINANCIAL CORP. 0.1%
Value ($000) $651 Shares 10,401 Est. Cost $79.47 Unrealized -28.7%
NVS NOVARTIS AG-ADR 0.1%
Value ($000) $649 Shares 7,429 Est. Cost $81.73 Unrealized
GLW CORNING INC 0.1%
Value ($000) $618 Shares 23,844 Est. Cost $13.56 Unrealized +43.1%
NFG NATIONAL FUEL GAS N J 0.1%
Value ($000) $595 Shares 14,180 Est. Cost $56.99 Unrealized -28.4%
WST WEST PHARMACEUTICAL SERVICES 0.1%
Value ($000) $591 Shares 2,600 Est. Cost $40.40 Unrealized +379.8%
CB CHUBB LTD 0.1%
Value ($000) $585 Shares 4,620 Est. Cost $103.24 Unrealized +2.9%
AIVL WISDOMTREE DIVIDEND EX-FIN ETF 0.1%
Value ($000) $581 Shares 7,875 Est. Cost $66.34 Unrealized
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $577 Shares 15,428 Est. Cost $55.64 Unrealized -51.2%
COP CONOCOPHILIPS 0.0%
Value ($000) $564 Shares 13,426 Est. Cost $32.88 Unrealized +0.1%
FTV FORTIVE CORPORATION 0.0%
Value ($000) $560 Shares 8,283 Est. Cost $37.48 Unrealized +1.6%
OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $555 Shares 9,763 Est. Cost $56.85 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $546 Shares 2,700 Est. Cost $134.21 Unrealized
OEF ISHARES S&P 100 INDEX FUND 0.0%
Value ($000) $526 Shares 3,690 Est. Cost $85.58 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $512 Shares 4,801 Est. Cost $64.03 Unrealized
DAL DELTA AIR LINES INC DEL COM NE 0.0%
Value ($000) $489 Shares 17,425 Est. Cost $48.09 Unrealized -48.5%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $476 Shares 4,250 Est. Cost $90.41 Unrealized
D DOMINION RES VA NEW 0.0%
Value ($000) $474 Shares 5,837 Est. Cost $49.54 Unrealized +26.5%
IYH ISHARES DJ US HEALTHCARE SEC 0.0%
Value ($000) $473 Shares 2,195 Est. Cost $117.10 Unrealized
IOO ISHARES S&P GLOBAL INDEX 100 0.0%
Value ($000) $465 Shares 8,810 Est. Cost $56.71 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $447 Shares 12,235 Est. Cost $31.46 Unrealized -7.9%
PANW PALO ALTO NETWORKS, INC. 0.0%
Value ($000) $445 Shares 1,939 Est. Cost $35.79 Unrealized -1.6%
CARR CARRIER GLOBAL ORD SHS 0.0%
Value ($000) $434 Shares 19,530 Est. Cost $17.13 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $432 Shares 271 Est. Cost $1775.40 Unrealized -15.6%
TRANE TECHNOLOGIES PLCCOM USD1 0.0%
Value ($000) $419 Shares 4,705 Est. Cost $82.56 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $416 Shares 1,740 Est. Cost $153.86 Unrealized +27.8%
CRANE COMPANY 0.0%
Value ($000) $415 Shares 6,975 Est. Cost $59.82 Unrealized
THVB THOMASVILLE BANCSHARES INC 0.0%
Value ($000) $414 Shares 9,000 Est. Cost $31.80 Unrealized +18.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $411 Shares 10,472 Est. Cost $23.18 Unrealized +7.7%
XLI SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $410 Shares 5,967 Est. Cost $81.48 Unrealized
LULU LULULEMON ATHLETICA 0.0%
Value ($000) $406 Shares 1,300 Est. Cost $206.99 Unrealized +23.6%
KTOS KRATOS DEFENSE AND SECURITY SO 0.0%
Value ($000) $406 Shares 25,993 Est. Cost $13.21 Unrealized +21.1%
DIAMONDBACK ENERGY 0.0%
Value ($000) $404 Shares 9,656 Est. Cost $107.71 Unrealized
BP BP AMOCO PLC - SPONS ADR 0.0%
Value ($000) $390 Shares 16,711 Est. Cost $38.53 Unrealized
BROADCOM LTD 0.0%
Value ($000) $371 Shares 1,176 Est. Cost $250.08 Unrealized
XLY CONSUMER DISCRETIONARY SELECT 0.0%
Value ($000) $364 Shares 2,852 Est. Cost $127.63 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $354 Shares 19,505 Est. Cost $34.82 Unrealized
ZOETIS INC. 0.0%
Value ($000) $354 Shares 2,581 Est. Cost $96.58 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN 0.0%
Value ($000) $354 Shares 8,900 Est. Cost $44.77 Unrealized
RF REGIONS FINANCIAL CORP 0.0%
Value ($000) $345 Shares 31,003 Est. Cost $13.86 Unrealized -39.1%
IBB ISHARES NASDAQ BIOTECH ETF 0.0%
Value ($000) $343 Shares 2,509 Est. Cost $119.31 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $339 Shares 6,200 Est. Cost $32.56 Unrealized +38.8%
GIS GENERAL MLS INC 0.0%
Value ($000) $332 Shares 5,383 Est. Cost $41.22 Unrealized +21.0%
BARRICK GOLD CORP 0.0%
Value ($000) $330 Shares 12,265 Est. Cost $18.33 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $329 Shares 1,000 Est. Cost $182.65 Unrealized +57.1%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $326 Shares 565 Est. Cost $106.50 Unrealized +61.1%
ULTA ULTA SALON COSMETICS AND FRAGR 0.0%
Value ($000) $325 Shares 1,600 Est. Cost $244.82 Unrealized -12.2%
HSY HERSHEY FOODS CORP 0.0%
Value ($000) $321 Shares 2,475 Est. Cost $83.10 Unrealized +41.6%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $314 Shares 23,024 Est. Cost $20.01 Unrealized -37.1%
HLT HILTON WORLDWIDE HOLDINGS INC 0.0%
Value ($000) $313 Shares 4,266 Est. Cost $63.88 Unrealized +14.7%
FOOT LOCKER INC 0.0%
Value ($000) $307 Shares 10,527 Est. Cost $29.16 Unrealized
SYNOVUS FINANCIAL CORP 0.0%
Value ($000) $307 Shares 14,945 Est. Cost $35.34 Unrealized
NNN NATIONAL RETAIL PROPERTIES INC 0.0%
Value ($000) $293 Shares 8,251 Est. Cost $44.81 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.0%
Value ($000) $290 Shares 3,597 Est. Cost $65.56 Unrealized
IWO ISHARES TR RUSSELL 2000 GROWTH 0.0%
Value ($000) $287 Shares 1,385 Est. Cost $118.45 Unrealized
RWT REDWOOD TRUST, INC. 0.0%
Value ($000) $282 Shares 40,300 Est. Cost $16.68 Unrealized
HEI HEICO CORPORATION 0.0%
Value ($000) $279 Shares 2,800 Est. Cost $109.32 Unrealized -15.6%
NFLX NETFLIX INC 0.0%
Value ($000) $274 Shares 602 Est. Cost $42.56 Unrealized 0.0%
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $274 Shares 5,150 Est. Cost $40.72 Unrealized
VYM VANGUARD HIGH DIV YLD 0.0%
Value ($000) $272 Shares 3,455 Est. Cost $78.52 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $271 Shares 2,790 Est. Cost $66.01 Unrealized +29.7%
TMUS T-MOBILE US, INC. 0.0%
Value ($000) $262 Shares 2,511 Est. Cost $92.61 Unrealized 0.0%
EOG EOG RESOURCES INC 0.0%
Value ($000) $259 Shares 5,115 Est. Cost $60.60 Unrealized -38.4%
ACWX ISHARES MSCI ACWI EX US ETF 0.0%
Value ($000) $258 Shares 5,959 Est. Cost $49.17 Unrealized
XHB SPDR HOMEBUILDERS ETF 0.0%
Value ($000) $257 Shares 5,859 Est. Cost $32.99 Unrealized
A AGILENT TECHNOLOGIES 0.0%
Value ($000) $256 Shares 2,895 Est. Cost $72.29 Unrealized +9.1%
YUM YUM! BRANDS INC 0.0%
Value ($000) $250 Shares 2,881 Est. Cost $60.75 Unrealized +26.5%
XEL XCEL ENERGY INC 0.0%
Value ($000) $249 Shares 3,984 Est. Cost $46.93 Unrealized +12.5%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $243 Shares 2,119 Est. Cost $71.86 Unrealized +29.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $242 Shares 3,195 Est. Cost $58.96 Unrealized 0.0%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $242 Shares 14,100 Est. Cost $14.43 Unrealized -8.4%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $240 Shares 1,900 Est. Cost $120.20 Unrealized -11.7%
PSX PHILLIPS 66 0.0%
Value ($000) $240 Shares 3,341 Est. Cost $56.22 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS 0.0%
Value ($000) $236 Shares 2,202 Est. Cost $93.00 Unrealized 0.0%
TSLA TESLA INC COM 0.0%
Value ($000) $228 Shares 211 Est. Cost $54.10 Unrealized 0.0%
MS MORGAN STANLEY DEAN WITTER COM 0.0%
Value ($000) $220 Shares 4,554 Est. Cost $35.21 Unrealized 0.0%
REG REGENCY CENTERS CORP 0.0%
Value ($000) $218 Shares 4,754 Est. Cost $33.42 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $207 Shares 5,347 Est. Cost $31.07 Unrealized 0.0%
MORN MORNINGSTAR INC 0.0%
Value ($000) $203 Shares 1,440 Est. Cost $141.17 Unrealized 0.0%
AMRX AMNEAL PHARMACEUTICALS LLC 0.0%
Value ($000) $190 Shares 40,000 Est. Cost $3.48 Unrealized +18.5%
TORTOISE POWER AND ENERGY INFR 0.0%
Value ($000) $178 Shares 19,678 Est. Cost $19.08 Unrealized
NUVEEN DOW 30SM DYNAMIC OVERWR 0.0%
Value ($000) $160 Shares 11,787 Est. Cost $18.48 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $78 Shares 11,461 Est. Cost $16.86 Unrealized
OGCP EMPIRE STATE REALTY OP LP SERI 0.0%
Value ($000) $72 Shares 10,737 Est. Cost $17.98 Unrealized
GRWG GROWGENERATION CORP 0.0%
Value ($000) $68 Shares 10,000 Est. Cost $4.50 Unrealized +22.4%
VEREIT INC 0.0%
Value ($000) $68 Shares 10,582 Est. Cost $7.75 Unrealized
ATHERSYS INC COM 0.0%
Value ($000) $28 Shares 10,000 Est. Cost $2.10 Unrealized
SIGNATURE BK GA SANDYSPRINGS C 0.0%
Value ($000) $7 Shares 10,000 Est. Cost $0.70 Unrealized
POLYMET MNG CORP COM 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $0.40 Unrealized
ISOLF ISODIOL INTERNATIONAL 0.0%
Value ($000) $1 Shares 11,429 Est. Cost $0.36 Unrealized -83.1%
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
MOTION PICTURE GROUP ORD SHS 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized