MONTAG A & ASSOCIATES INC Diversified Active

CIK: 0000829407 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 12, 2020

Total Value ($000): $1,239,788 (100.0% shares, 0.0% debt)

Holdings (306)

SPY SPDR S&P 500 ETF TR TR UNIT 4.6%
Value ($000) $57,320 Shares 171,160 Est. Cost $221.27 Unrealized
IVV ISHARES TR CORE S&P500 ETF 4.1%
Value ($000) $51,084 Shares 152,008 Est. Cost $217.48 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTS 3.4%
Value ($000) $41,866 Shares 123,561 Est. Cost $229.17 Unrealized
AAPL APPLE INC COM 3.1%
Value ($000) $38,250 Shares 330,281 Est. Cost $87.50 Unrealized +21.1%
MSFT MICROSOFT CORP COM 2.6%
Value ($000) $32,595 Shares 154,970 Est. Cost $63.88 Unrealized +214.3%
KO COCA COLA CO COM 2.6%
Value ($000) $32,211 Shares 652,444 Est. Cost $33.72 Unrealized +21.0%
AMZN AMAZON COM INC 2.4%
Value ($000) $30,111 Shares 9,563 Est. Cost $60.74 Unrealized +159.5%
FISV FISERV INC 2.3%
Value ($000) $28,089 Shares 272,579 Est. Cost $72.70 Unrealized +37.0%
HD HOME DEPOT INC 2.1%
Value ($000) $26,650 Shares 95,964 Est. Cost $91.53 Unrealized +159.7%
GOOG ALPHABET INC CAP STK CL C 1.8%
Value ($000) $22,770 Shares 15,494 Est. Cost $43.80 Unrealized +72.9%
ADBE ADOBE SYS INC COM 1.7%
Value ($000) $21,500 Shares 43,840 Est. Cost $103.37 Unrealized +350.0%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $16,732 Shares 112,383 Est. Cost $88.75 Unrealized +43.1%
V VISA INC - CLASS A 1.3%
Value ($000) $15,688 Shares 78,453 Est. Cost $102.82 Unrealized +86.9%
MRK MERCK & CO INC COM 1.2%
Value ($000) $15,262 Shares 183,991 Est. Cost $42.68 Unrealized +54.5%
IWB ISHARES RUSSELL 1000 INDEX 1.2%
Value ($000) $14,786 Shares 79,006 Est. Cost $105.69 Unrealized
PEP PEPSICO INC COM 1.1%
Value ($000) $14,035 Shares 101,261 Est. Cost $77.71 Unrealized +48.2%
VIG VANGUARD DIVIDEND APPRECIATION 1.1%
Value ($000) $13,763 Shares 106,973 Est. Cost $78.58 Unrealized
PAYPAL HOLDINGS INC 1.1%
Value ($000) $13,558 Shares 68,813 Est. Cost $104.39 Unrealized
SWKS SKYWORKS SOLUTIONS INC 1.1%
Value ($000) $13,399 Shares 92,089 Est. Cost $93.67 Unrealized +29.8%
BABA ALIBABA GROUP HOLDING 1.0%
Value ($000) $12,874 Shares 43,793 Est. Cost $202.54 Unrealized
TMO THERMO FISCHER SCIENTIFIC 1.0%
Value ($000) $12,581 Shares 28,495 Est. Cost $278.55 Unrealized +46.3%
FACEBOOK INC-A 1.0%
Value ($000) $12,210 Shares 46,620 Est. Cost $190.96 Unrealized
WMT WAL-MART STORES INC COM 1.0%
Value ($000) $11,953 Shares 85,437 Est. Cost $24.85 Unrealized +66.2%
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $11,864 Shares 85,357 Est. Cost $79.66 Unrealized +46.1%
ABT ABBOTT LABS 1.0%
Value ($000) $11,847 Shares 108,858 Est. Cost $61.68 Unrealized +49.7%
EFX EQUIFAX INC 1.0%
Value ($000) $11,807 Shares 75,250 Est. Cost $53.66 Unrealized +193.5%
ISRG INTUITIVE SURGICAL, INC. 0.9%
Value ($000) $11,367 Shares 16,020 Est. Cost $182.68 Unrealized +22.9%
TRUIST FINANCIAL CORPORATION 0.9%
Value ($000) $10,984 Shares 288,679 Est. Cost $55.68 Unrealized
JPM JPMORGAN CHASE & CO COM 0.9%
Value ($000) $10,626 Shares 110,377 Est. Cost $66.50 Unrealized +28.5%
MCD MCDONALDS CORP COM 0.8%
Value ($000) $10,403 Shares 47,398 Est. Cost $159.74 Unrealized +13.6%
VO VANGUARD MID CAP ETF 0.8%
Value ($000) $10,147 Shares 57,566 Est. Cost $102.18 Unrealized
MA MASTERCARD INCORPORATED CL A 0.8%
Value ($000) $9,718 Shares 28,737 Est. Cost $207.50 Unrealized +52.1%
CPRT COPART INC 0.8%
Value ($000) $9,636 Shares 91,633 Est. Cost $10.93 Unrealized +121.6%
IWF ISHARES RUSSELL 1000 GROWTH 0.8%
Value ($000) $9,584 Shares 44,188 Est. Cost $141.00 Unrealized
ICE INTERCONTINENTAL EXCHANGE, INC 0.7%
Value ($000) $9,182 Shares 91,779 Est. Cost $80.39 Unrealized +14.4%
SYK STRYKER CORP 0.7%
Value ($000) $9,107 Shares 43,706 Est. Cost $186.27 Unrealized -1.4%
TJX TJX COS INC NEW 0.7%
Value ($000) $8,810 Shares 158,311 Est. Cost $43.45 Unrealized +15.2%
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.7%
Value ($000) $8,806 Shares 81,451 Est. Cost $102.32 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.7%
Value ($000) $8,715 Shares 117,501 Est. Cost $67.08 Unrealized
CSCO CISCO SYS INC COM 0.7%
Value ($000) $8,498 Shares 215,735 Est. Cost $30.93 Unrealized +19.8%
CRM SALESFORCE.COM INC 0.7%
Value ($000) $8,280 Shares 32,947 Est. Cost $172.71 Unrealized +25.2%
GOOGL ALPHABET INC CAP STK CL A 0.7%
Value ($000) $8,247 Shares 5,627 Est. Cost $47.00 Unrealized +60.9%
MONMOUTH REAL ESTATE INVESTMEN 0.7%
Value ($000) $8,080 Shares 583,429 Est. Cost $16.59 Unrealized
NVR NVR INC COM 0.6%
Value ($000) $7,787 Shares 1,907 Est. Cost $3259.26 Unrealized +18.4%
EW EDWARDS LIFESCIENCES 0.6%
Value ($000) $7,514 Shares 94,131 Est. Cost $58.68 Unrealized +33.0%
GPC GENUINE PARTS CO 0.6%
Value ($000) $7,144 Shares 75,063 Est. Cost $66.82 Unrealized +19.8%
DHR DANAHER CORP DEL 0.6%
Value ($000) $7,020 Shares 32,600 Est. Cost $88.05 Unrealized +97.3%
CHTR CHARTER COMMUNICATIONS INC NEW 0.6%
Value ($000) $7,006 Shares 11,222 Est. Cost $467.13 Unrealized +26.3%
KANSAS CITY SOUTHN IND NEW 0.6%
Value ($000) $6,944 Shares 38,401 Est. Cost $148.29 Unrealized
NSRGY NESTLE S A - ADR REG SHS 0.6%
Value ($000) $6,912 Shares 58,076 Est. Cost $73.29 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.5%
Value ($000) $6,780 Shares 31,838 Est. Cost $172.27 Unrealized +18.7%
XLK AMEX TECHNOLOGY SECTOR SPDR 0.5%
Value ($000) $6,493 Shares 55,642 Est. Cost $75.11 Unrealized
DIS WALT DISNEY CO 0.5%
Value ($000) $6,454 Shares 52,013 Est. Cost $116.92 Unrealized +4.4%
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $6,399 Shares 23,054 Est. Cost $28.58 Unrealized +110.9%
IJH ISHARES TRUST S&P MIDCAP 400 0.5%
Value ($000) $6,253 Shares 33,743 Est. Cost $150.81 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $6,229 Shares 120,297 Est. Cost $41.49 Unrealized +12.1%
MMM 3M CO 0.5%
Value ($000) $6,124 Shares 38,233 Est. Cost $108.08 Unrealized +2.1%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $6,095 Shares 60,799 Est. Cost $94.52 Unrealized -2.8%
GS GOLDMAN SACHS GROUP 0.5%
Value ($000) $6,019 Shares 29,950 Est. Cost $184.48 Unrealized -3.0%
INTU INTUIT INC 0.5%
Value ($000) $5,951 Shares 18,242 Est. Cost $240.58 Unrealized +25.8%
QCOM QUALCOMM INC 0.5%
Value ($000) $5,767 Shares 49,007 Est. Cost $95.15 Unrealized 0.0%
ABBVIE INC. 0.5%
Value ($000) $5,734 Shares 65,466 Est. Cost $45.53 Unrealized
IQVIA HOLDINGS INC 0.5%
Value ($000) $5,707 Shares 36,203 Est. Cost $146.82 Unrealized
CBRL CRACKER BARREL OLD CTRY STORE 0.5%
Value ($000) $5,694 Shares 49,662 Est. Cost $95.67 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CL A 0.4%
Value ($000) $5,473 Shares 59,115 Est. Cost $37.16 Unrealized +144.8%
IJR ISHARES TR CORE S&P SCP ETF 0.4%
Value ($000) $5,404 Shares 76,942 Est. Cost $73.23 Unrealized
RSG REPUBLIC SVCS INC 0.4%
Value ($000) $5,269 Shares 56,440 Est. Cost $74.33 Unrealized +11.7%
EEFT EURONET WORLDWIDE INC 0.4%
Value ($000) $5,225 Shares 57,358 Est. Cost $108.88 Unrealized -10.4%
PFE PFIZER INC COM 0.4%
Value ($000) $5,161 Shares 140,632 Est. Cost $18.05 Unrealized +50.2%
AMERICAN EQUITY INVESTMENT 0.4%
Value ($000) $5,121 Shares 232,875 Est. Cost $21.99 Unrealized
UMH UMH PROPERTIES INC 0.4%
Value ($000) $5,073 Shares 374,694 Est. Cost $15.64 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.4%
Value ($000) $4,981 Shares 82,478 Est. Cost $30.47 Unrealized
WY WEYERHAEUSER CO 0.4%
Value ($000) $4,831 Shares 169,380 Est. Cost $17.86 Unrealized +24.9%
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $4,804 Shares 13,532 Est. Cost $95.83 Unrealized +222.5%
MKL MARKEL CORP 0.4%
Value ($000) $4,532 Shares 4,654 Est. Cost $643.35 Unrealized +57.9%
NKE NIKE INC CL B 0.4%
Value ($000) $4,422 Shares 35,227 Est. Cost $64.67 Unrealized +54.1%
ITB ISHARES DOW JONES US HOME CONS 0.4%
Value ($000) $4,377 Shares 77,257 Est. Cost $44.40 Unrealized
BA BOEING CO COM 0.4%
Value ($000) $4,365 Shares 26,415 Est. Cost $220.35 Unrealized -22.7%
LLY LILLY ELI & CO 0.3%
Value ($000) $4,288 Shares 28,968 Est. Cost $73.46 Unrealized +98.4%
SBUX STARBUCKS CORP 0.3%
Value ($000) $4,166 Shares 48,488 Est. Cost $59.09 Unrealized +19.8%
BAC BANK AMER CORP COM 0.3%
Value ($000) $4,157 Shares 172,546 Est. Cost $16.13 Unrealized +35.3%
MAS MASCO CORP COM 0.3%
Value ($000) $3,970 Shares 72,003 Est. Cost $17.85 Unrealized +185.7%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $3,963 Shares 10,339 Est. Cost $86.56 Unrealized +280.1%
CDW CDW CORPORATION 0.3%
Value ($000) $3,932 Shares 32,895 Est. Cost $112.63 Unrealized -4.8%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $3,891 Shares 113,346 Est. Cost $54.72 Unrealized -40.9%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $3,860 Shares 64,890 Est. Cost $39.12 Unrealized +8.8%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $3,783 Shares 12,133 Est. Cost $119.02 Unrealized +136.3%
TGT TARGET CORP COM 0.3%
Value ($000) $3,769 Shares 23,940 Est. Cost $91.21 Unrealized +30.1%
DRI DARDEN RESTAURANTS INC 0.3%
Value ($000) $3,716 Shares 36,888 Est. Cost $77.20 Unrealized -8.4%
VB VANGUARD INDEX FDS SMALL CP ET 0.3%
Value ($000) $3,705 Shares 24,088 Est. Cost $146.12 Unrealized
VNQ VANGUARD INDEX FDS REIT ETF 0.3%
Value ($000) $3,650 Shares 46,230 Est. Cost $78.60 Unrealized
DISCOVERY COMMUNICATNS NEW COM 0.3%
Value ($000) $3,578 Shares 164,335 Est. Cost $22.18 Unrealized
DEO DIAGEO PLC-SPONSORED ADR NEW 0.3%
Value ($000) $3,568 Shares 25,917 Est. Cost $116.14 Unrealized
IBM INTERNATIONAL BUSINESS MACHS C 0.3%
Value ($000) $3,475 Shares 28,561 Est. Cost $114.99 Unrealized -18.4%
WRB WR BERKLEY CORP 0.3%
Value ($000) $3,440 Shares 56,254 Est. Cost $13.93 Unrealized +74.1%
WDAY WORKDAY INC - CLASS A 0.3%
Value ($000) $3,421 Shares 15,903 Est. Cost $197.84 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $3,411 Shares 14,660 Est. Cost $160.94 Unrealized +40.0%
IBP INSTALLED BUILDING PRODUCTS 0.3%
Value ($000) $3,396 Shares 33,373 Est. Cost $56.55 Unrealized +39.7%
WTW WILLIS TOWERS WATSON PUBLIC LI 0.3%
Value ($000) $3,155 Shares 15,108 Est. Cost $100.14 Unrealized +89.7%
DUK DUKE ENERGY CORP 0.3%
Value ($000) $3,130 Shares 35,341 Est. Cost $60.76 Unrealized +9.8%
DIA SPDR DJIA TRUST 0.3%
Value ($000) $3,129 Shares 11,275 Est. Cost $212.74 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.3%
Value ($000) $3,115 Shares 80,581 Est. Cost $30.14 Unrealized
BROADCOM LTD 0.2%
Value ($000) $3,078 Shares 8,448 Est. Cost $348.44 Unrealized
VMC VULCAN MATLS CO 0.2%
Value ($000) $3,071 Shares 22,659 Est. Cost $76.31 Unrealized +57.6%
KMX CARMAX INC COM 0.2%
Value ($000) $3,039 Shares 33,060 Est. Cost $79.10 Unrealized +26.3%
T AT&T INC 0.2%
Value ($000) $2,927 Shares 102,662 Est. Cost $15.77 Unrealized -1.3%
IWD ISHARES TR RUS 1000 VAL ETF 0.2%
Value ($000) $2,817 Shares 23,845 Est. Cost $114.87 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $2,777 Shares 9,026 Est. Cost $227.66 Unrealized
VFC V F CORP 0.2%
Value ($000) $2,638 Shares 37,550 Est. Cost $63.31 Unrealized +2.0%
HD SUPPLY HOLDINGS, INC. 0.2%
Value ($000) $2,621 Shares 63,550 Est. Cost $31.93 Unrealized
GLD SPDR GOLD TRUST 0.2%
Value ($000) $2,604 Shares 14,704 Est. Cost $120.21 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $2,563 Shares 15,570 Est. Cost $124.18 Unrealized +7.3%
IWM ISHARES TRUST RUSSELL 2000 IND 0.2%
Value ($000) $2,521 Shares 16,832 Est. Cost $150.10 Unrealized
TDG TRANSDIGM GROUP INC 0.2%
Value ($000) $2,499 Shares 5,260 Est. Cost $314.55 Unrealized +24.2%
BLD TOPBUILD CORP 0.2%
Value ($000) $2,474 Shares 14,492 Est. Cost $110.29 Unrealized +30.2%
PPG PPG INDS INC 0.2%
Value ($000) $2,464 Shares 20,183 Est. Cost $87.72 Unrealized +20.0%
ACTIVISION INC NEW COM NEW 0.2%
Value ($000) $2,461 Shares 30,401 Est. Cost $57.94 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $2,426 Shares 12,325 Est. Cost $78.12 Unrealized +111.0%
ORLY O'REILLY AUTOMOTIVE INC 0.2%
Value ($000) $2,405 Shares 5,215 Est. Cost $28.56 Unrealized +6.4%
MARVELL TECHNOLOGY GROUP LTD O 0.2%
Value ($000) $2,382 Shares 60,000 Est. Cost $21.94 Unrealized
BROOKFIELD RENEWABLE CORPCLASS 0.2%
Value ($000) $2,369 Shares 40,422 Est. Cost $58.61 Unrealized
NVDA NVIDIA CORP 0.2%
Value ($000) $2,343 Shares 4,329 Est. Cost $6.15 Unrealized +88.7%
CVX CHEVRON TEXACO CORP 0.2%
Value ($000) $2,342 Shares 32,522 Est. Cost $76.08 Unrealized -12.6%
AME AMETEK INC NEW 0.2%
Value ($000) $2,307 Shares 23,214 Est. Cost $85.07 Unrealized +9.7%
ORCL ORACLE CORP 0.2%
Value ($000) $2,274 Shares 38,092 Est. Cost $43.71 Unrealized +20.7%
KRE KBW REGIONAL BANKING ETF 0.2%
Value ($000) $2,265 Shares 63,478 Est. Cost $43.30 Unrealized
SO SOUTHERN CO COM 0.2%
Value ($000) $2,193 Shares 40,438 Est. Cost $40.55 Unrealized +7.4%
ACN ACCENTURE PLC 0.2%
Value ($000) $2,161 Shares 9,561 Est. Cost $81.80 Unrealized +159.5%
VMWARE, INC. CL A 0.2%
Value ($000) $2,126 Shares 14,795 Est. Cost $148.92 Unrealized
EMN EASTMAN CHEM CO 0.2%
Value ($000) $2,010 Shares 25,725 Est. Cost $55.91 Unrealized +11.7%
EBAY EBAY INC 0.2%
Value ($000) $2,002 Shares 38,424 Est. Cost $29.90 Unrealized +68.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $1,978 Shares 34,425 Est. Cost $24.11 Unrealized +101.4%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,948 Shares 6,540 Est. Cost $127.86 Unrealized +96.9%
ILMN ILLUMINA INC 0.2%
Value ($000) $1,943 Shares 6,285 Est. Cost $344.57 Unrealized 0.0%
UNITED HEALTH PRODS INC 0.2%
Value ($000) $1,936 Shares 1,139,000 Est. Cost $0.68 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $1,936 Shares 20,953 Est. Cost $75.37 Unrealized
IVW ISHARES TR S&P500 GRW 0.2%
Value ($000) $1,931 Shares 8,355 Est. Cost $161.97 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $1,854 Shares 15,879 Est. Cost $98.03 Unrealized +8.6%
GGG GRACO INC 0.1%
Value ($000) $1,826 Shares 29,766 Est. Cost $42.29 Unrealized +23.5%
CBRE CBRE GROUP INC CL A 0.1%
Value ($000) $1,786 Shares 38,032 Est. Cost $38.85 Unrealized +17.5%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,755 Shares 12,289 Est. Cost $71.31 Unrealized +63.8%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,746 Shares 8,160 Est. Cost $89.38 Unrealized +101.3%
RAYTHEON TECHNOLOGIESCORP COM 0.1%
Value ($000) $1,738 Shares 30,198 Est. Cost $61.62 Unrealized
AKAM AKAMAI TECHNOLOGIES, INC. 0.1%
Value ($000) $1,724 Shares 15,598 Est. Cost $88.10 Unrealized +26.0%
URI UNITED RENTALS INC. 0.1%
Value ($000) $1,719 Shares 9,850 Est. Cost $112.80 Unrealized +44.3%
CMCSA COMCAST CORP CL A 0.1%
Value ($000) $1,709 Shares 36,936 Est. Cost $36.39 Unrealized +3.4%
DAL DELTA AIR LINES INC DEL COM NE 0.1%
Value ($000) $1,683 Shares 55,033 Est. Cost $34.40 Unrealized -18.4%
CVS CVS HEALTH CORP. 0.1%
Value ($000) $1,647 Shares 28,202 Est. Cost $55.05 Unrealized -4.8%
GPN GLOBAL PAYMENTS INC. 0.1%
Value ($000) $1,638 Shares 9,225 Est. Cost $148.31 Unrealized +11.5%
STT STATE STREET CORP 0.1%
Value ($000) $1,633 Shares 27,526 Est. Cost $45.34 Unrealized +20.2%
XLU UTILITIES SELECT SECTOR SPDR 0.1%
Value ($000) $1,631 Shares 27,470 Est. Cost $57.14 Unrealized
DLTR DOLLAR TREE, INC. 0.1%
Value ($000) $1,627 Shares 17,812 Est. Cost $97.55 Unrealized -3.5%
OLED UNIVERSAL DISPLAY CORPORATION 0.1%
Value ($000) $1,612 Shares 8,918 Est. Cost $109.55 Unrealized +48.8%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,610 Shares 15,489 Est. Cost $77.00 Unrealized +12.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,570 Shares 20,348 Est. Cost $44.92 Unrealized +49.9%
IEX IDEX CORP 0.1%
Value ($000) $1,527 Shares 8,372 Est. Cost $149.75 Unrealized +8.4%
COR AMERISOURCEBERGEN CORP. 0.1%
Value ($000) $1,518 Shares 15,662 Est. Cost $65.39 Unrealized +33.5%
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $1,441 Shares 23,909 Est. Cost $41.48 Unrealized +17.1%
LKQ LKQ CORP 0.1%
Value ($000) $1,411 Shares 50,900 Est. Cost $23.83 Unrealized +11.1%
WALGREENS BOOTS ALLIANCE, INC. 0.1%
Value ($000) $1,376 Shares 38,298 Est. Cost $74.71 Unrealized
ROP ROPER INDUSTRIES INC 0.1%
Value ($000) $1,343 Shares 3,398 Est. Cost $342.17 Unrealized +17.7%
ALLEGHANY CORP DEL 0.1%
Value ($000) $1,333 Shares 2,562 Est. Cost $546.84 Unrealized
BWA BORGWARNER INC COM 0.1%
Value ($000) $1,322 Shares 34,123 Est. Cost $33.05 Unrealized -4.0%
TDOC TELADOC INC 0.1%
Value ($000) $1,265 Shares 5,768 Est. Cost $33.21 Unrealized +537.7%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,258 Shares 16,775 Est. Cost $52.39 Unrealized +12.4%
EL THE ESTEE LAUDER COMPANIES, IN 0.1%
Value ($000) $1,256 Shares 5,755 Est. Cost $173.19 Unrealized +10.2%
IYW ISHARES US TECHNOLOGY ETF 0.1%
Value ($000) $1,214 Shares 4,031 Est. Cost $216.33 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $1,196 Shares 7,180 Est. Cost $79.96 Unrealized +46.7%
ABCB AMERIS BANCORP 0.1%
Value ($000) $1,190 Shares 52,224 Est. Cost $37.24 Unrealized -41.4%
PRF INVESCO FTSE RAFI US 1000 ETF 0.1%
Value ($000) $1,186 Shares 10,426 Est. Cost $112.61 Unrealized
COSTAR GROUP INC 0.1%
Value ($000) $1,141 Shares 1,345 Est. Cost $848.33 Unrealized
PFG PRINCIPAL FINANCIAL GROUP 0.1%
Value ($000) $1,138 Shares 28,250 Est. Cost $27.44 Unrealized +27.1%
WGO WINNEBAGO INDUSTRIES 0.1%
Value ($000) $1,121 Shares 21,700 Est. Cost $35.19 Unrealized +63.7%
DOV DOVER CORP 0.1%
Value ($000) $1,112 Shares 10,261 Est. Cost $82.43 Unrealized +21.0%
SITE SITEONE LANDSCAPE SUPPLY, INC. 0.1%
Value ($000) $1,098 Shares 9,000 Est. Cost $30.83 Unrealized +288.5%
FIS FIDELITY NATIONAL INFORMATION 0.1%
Value ($000) $1,060 Shares 7,200 Est. Cost $46.34 Unrealized +178.0%
TCEHY TENCENT HLDGS LTD UNSP ADR 0.1%
Value ($000) $1,055 Shares 15,984 Est. Cost $66.00 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $1,047 Shares 7,093 Est. Cost $76.31 Unrealized +61.8%
AIG AMERICAN INTL GROUP 0.1%
Value ($000) $1,029 Shares 37,366 Est. Cost $36.90 Unrealized -29.2%
LHX L3HARRIS TECHNOLOGIES IN 0.1%
Value ($000) $1,011 Shares 5,950 Est. Cost $180.44 Unrealized -12.9%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $1,002 Shares 20,250 Est. Cost $45.23 Unrealized -2.7%
VISTRA ENERGY CORP 0.1%
Value ($000) $981 Shares 52,000 Est. Cost $24.49 Unrealized
GDX VANECK VECTORS ETF TR GOLD MIN 0.1%
Value ($000) $959 Shares 24,485 Est. Cost $25.57 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $956 Shares 4,946 Est. Cost $117.39 Unrealized +42.5%
AMGN AMGEN INC 0.1%
Value ($000) $920 Shares 3,620 Est. Cost $120.19 Unrealized +74.3%
LAD LITHIA MOTORS INC 0.1%
Value ($000) $917 Shares 4,024 Est. Cost $224.89 Unrealized 0.0%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $916 Shares 36,374 Est. Cost $62.83 Unrealized
TRV TRAVELERS COS INC 0.1%
Value ($000) $914 Shares 8,448 Est. Cost $124.79 Unrealized -17.9%
LOW LOWES COS INC 0.1%
Value ($000) $902 Shares 5,436 Est. Cost $79.19 Unrealized +76.6%
ROST ROSS STORES INC 0.1%
Value ($000) $879 Shares 9,424 Est. Cost $100.96 Unrealized -15.9%
GL GLOBE LIFE INC 0.1%
Value ($000) $873 Shares 10,931 Est. Cost $87.38 Unrealized -12.6%
XLF SELECT SECTOR SPDR TR SBI INT- 0.1%
Value ($000) $839 Shares 34,872 Est. Cost $21.37 Unrealized
COF CAPITAL ONE FINANCIAL CORP. 0.1%
Value ($000) $834 Shares 11,601 Est. Cost $77.56 Unrealized -21.4%
USB US BANCORP DEL 0.1%
Value ($000) $829 Shares 23,132 Est. Cost $38.09 Unrealized -24.0%
WEC WEC ENERGY GROUP, INC 0.1%
Value ($000) $816 Shares 8,416 Est. Cost $59.17 Unrealized +32.0%
SOLAR CAPITAL LTD 0.1%
Value ($000) $814 Shares 51,329 Est. Cost $15.59 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $809 Shares 5,432 Est. Cost $138.42 Unrealized +6.0%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $791 Shares 2,507 Est. Cost $174.99 Unrealized +70.3%
SANDERSON FARMS INC 0.1%
Value ($000) $790 Shares 6,700 Est. Cost $75.21 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $770 Shares 11,737 Est. Cost $44.70 Unrealized +31.5%
MLM MARTIN MARIETTA MATERIALS INC 0.1%
Value ($000) $735 Shares 3,124 Est. Cost $203.43 Unrealized +2.7%
VEA VANGUARD FTSE DEVELOPED MARKET 0.1%
Value ($000) $734 Shares 17,944 Est. Cost $39.81 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $724 Shares 5,800 Est. Cost $68.07 Unrealized +63.5%
GLW CORNING INC 0.1%
Value ($000) $717 Shares 22,135 Est. Cost $13.56 Unrealized +96.6%
WST WEST PHARMACEUTICAL SERVICES 0.1%
Value ($000) $715 Shares 2,600 Est. Cost $40.40 Unrealized +546.6%
EATON VANCE CORP COM NON VTG 0.1%
Value ($000) $683 Shares 17,911 Est. Cost $37.60 Unrealized
NVS NOVARTIS AG-ADR 0.1%
Value ($000) $680 Shares 7,814 Est. Cost $81.99 Unrealized
KEY KEYCORP NEW 0.1%
Value ($000) $679 Shares 56,919 Est. Cost $12.39 Unrealized -24.2%
ADP AUTOMATIC DATA PROCESS 0.1%
Value ($000) $665 Shares 4,770 Est. Cost $55.10 Unrealized +126.8%
FOOT LOCKER INC 0.1%
Value ($000) $652 Shares 19,746 Est. Cost $30.96 Unrealized
XLE AMEX ENERGY SECTOR SPDR 0.1%
Value ($000) $651 Shares 21,752 Est. Cost $40.77 Unrealized
D DOMINION RES VA NEW 0.1%
Value ($000) $638 Shares 8,087 Est. Cost $53.02 Unrealized +17.0%
FTV FORTIVE CORPORATION 0.1%
Value ($000) $633 Shares 8,303 Est. Cost $37.48 Unrealized +18.9%
HII HUNTINGTON INGALLS INDS INC CO 0.1%
Value ($000) $622 Shares 4,418 Est. Cost $46.65 Unrealized +204.7%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $608 Shares 39,097 Est. Cost $43.48 Unrealized -62.0%
JD.COM, INC. ADR 0.0%
Value ($000) $606 Shares 7,810 Est. Cost $77.59 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $583 Shares 4,801 Est. Cost $64.03 Unrealized
OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $578 Shares 9,263 Est. Cost $56.85 Unrealized
NFG NATIONAL FUEL GAS N J 0.0%
Value ($000) $576 Shares 14,180 Est. Cost $56.99 Unrealized -25.3%
OEF ISHARES S&P 100 INDEX FUND 0.0%
Value ($000) $575 Shares 3,690 Est. Cost $85.58 Unrealized
TRANE TECHNOLOGIES PLCCOM USD1 0.0%
Value ($000) $570 Shares 4,705 Est. Cost $82.56 Unrealized
CARR CARRIER GLOBAL ORD SHS 0.0%
Value ($000) $566 Shares 18,530 Est. Cost $17.13 Unrealized +53.9%
XLI SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $564 Shares 7,330 Est. Cost $80.64 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $553 Shares 2,428 Est. Cost $134.21 Unrealized
CB CHUBB LTD 0.0%
Value ($000) $536 Shares 4,620 Est. Cost $103.24 Unrealized +12.2%
VWO VANGUARD INTL EQUITY INDEX FD 0.0%
Value ($000) $519 Shares 12,005 Est. Cost $44.27 Unrealized
KTOS KRATOS DEFENSE AND SECURITY SO 0.0%
Value ($000) $501 Shares 25,993 Est. Cost $13.21 Unrealized +39.8%
IYH ISHARES DJ US HEALTHCARE SEC 0.0%
Value ($000) $499 Shares 2,195 Est. Cost $117.10 Unrealized
IOO ISHARES S&P GLOBAL INDEX 100 0.0%
Value ($000) $496 Shares 8,810 Est. Cost $56.71 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $496 Shares 13,335 Est. Cost $31.50 Unrealized +1.6%
NFLX NETFLIX INC 0.0%
Value ($000) $489 Shares 977 Est. Cost $45.33 Unrealized +9.8%
PAYX PAYCHEX INC 0.0%
Value ($000) $482 Shares 6,045 Est. Cost $61.59 Unrealized +4.8%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $474 Shares 4,250 Est. Cost $90.41 Unrealized
XLY CONSUMER DISCRETIONARY SELECT 0.0%
Value ($000) $474 Shares 3,228 Est. Cost $129.87 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $459 Shares 7,380 Est. Cost $35.41 Unrealized +42.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $457 Shares 11,815 Est. Cost $23.64 Unrealized +15.0%
WFC WELLS FARGO & CO NEW COM 0.0%
Value ($000) $450 Shares 19,161 Est. Cost $33.99 Unrealized -35.8%
TSLA TESLA INC COM 0.0%
Value ($000) $430 Shares 1,002 Est. Cost $104.60 Unrealized +12.9%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $423 Shares 14,428 Est. Cost $55.64 Unrealized -45.8%
AIVL WISDOMTREE DIVIDEND EX-FIN ETF 0.0%
Value ($000) $419 Shares 5,550 Est. Cost $66.34 Unrealized
THVB THOMASVILLE BANCSHARES INC 0.0%
Value ($000) $416 Shares 9,000 Est. Cost $31.80 Unrealized +23.6%
ELV ANTHEM INC 0.0%
Value ($000) $410 Shares 1,528 Est. Cost $241.38 Unrealized +3.6%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $403 Shares 2,700 Est. Cost $122.16 Unrealized +3.8%
COP CONOCOPHILIPS 0.0%
Value ($000) $402 Shares 12,226 Est. Cost $32.88 Unrealized -5.1%
ADSK AUTODESK INC 0.0%
Value ($000) $402 Shares 1,740 Est. Cost $153.86 Unrealized +54.5%
ZOETIS INC. 0.0%
Value ($000) $400 Shares 2,420 Est. Cost $96.58 Unrealized
LULU LULULEMON ATHLETICA 0.0%
Value ($000) $395 Shares 1,200 Est. Cost $206.99 Unrealized +61.2%
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $384 Shares 6,350 Est. Cost $44.45 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $373 Shares 535 Est. Cost $106.50 Unrealized +95.6%
HLT HILTON WORLDWIDE HOLDINGS INC 0.0%
Value ($000) $364 Shares 4,266 Est. Cost $63.88 Unrealized +29.2%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $361 Shares 1,000 Est. Cost $182.65 Unrealized +84.7%
RF REGIONS FINANCIAL CORP 0.0%
Value ($000) $357 Shares 31,003 Est. Cost $13.86 Unrealized -35.4%
CRANE COMPANY 0.0%
Value ($000) $350 Shares 6,975 Est. Cost $59.82 Unrealized
PANW PALO ALTO NETWORKS, INC. 0.0%
Value ($000) $348 Shares 1,422 Est. Cost $35.79 Unrealized +16.2%
A AGILENT TECHNOLOGIES 0.0%
Value ($000) $347 Shares 3,435 Est. Cost $75.58 Unrealized +23.4%
XHB SPDR HOMEBUILDERS ETF 0.0%
Value ($000) $342 Shares 6,349 Est. Cost $34.60 Unrealized
IBB ISHARES NASDAQ BIOTECH ETF 0.0%
Value ($000) $340 Shares 2,509 Est. Cost $119.31 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $337 Shares 4,030 Est. Cost $88.70 Unrealized 0.0%
GIS GENERAL MLS INC 0.0%
Value ($000) $332 Shares 5,383 Est. Cost $41.22 Unrealized +26.4%
BARRICK GOLD CORP 0.0%
Value ($000) $331 Shares 11,790 Est. Cost $18.33 Unrealized
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $328 Shares 23,574 Est. Cost $19.88 Unrealized -28.0%
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $314 Shares 1,841 Est. Cost $170.56 Unrealized
IWO ISHARES TR RUSSELL 2000 GROWTH 0.0%
Value ($000) $310 Shares 1,400 Est. Cost $119.56 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $308 Shares 19,505 Est. Cost $34.82 Unrealized
HSY HERSHEY FOODS CORP 0.0%
Value ($000) $297 Shares 2,075 Est. Cost $83.10 Unrealized +50.3%
DVY ISHARES DJ SELECT DIVIDEND 0.0%
Value ($000) $293 Shares 3,597 Est. Cost $65.56 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $292 Shares 2,519 Est. Cost $75.69 Unrealized +26.8%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $286 Shares 3,550 Est. Cost $80.56 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $285 Shares 3,121 Est. Cost $62.49 Unrealized +33.4%
EPP ISHARES MSCI PACIFIC EX-JAPAN 0.0%
Value ($000) $280 Shares 6,900 Est. Cost $44.77 Unrealized
VYM VANGUARD HIGH DIV YLD 0.0%
Value ($000) $280 Shares 3,455 Est. Cost $78.52 Unrealized
RWT REDWOOD TRUST, INC. 0.0%
Value ($000) $280 Shares 37,300 Est. Cost $16.68 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $275 Shares 3,984 Est. Cost $46.93 Unrealized +22.6%
DIAMONDBACK ENERGY 0.0%
Value ($000) $267 Shares 8,874 Est. Cost $107.71 Unrealized
MRSH MARSH & MCLENNAN COS 0.0%
Value ($000) $253 Shares 2,202 Est. Cost $93.00 Unrealized +13.6%
IWR ISHARES RUSSELL MIDCAP INDEX 0.0%
Value ($000) $249 Shares 4,342 Est. Cost $57.35 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $249 Shares 2,640 Est. Cost $66.01 Unrealized +23.9%
LEN LENNAR CORP 0.0%
Value ($000) $237 Shares 2,900 Est. Cost $65.87 Unrealized 0.0%
PROSHARES S&P 500 DIVIDEND ARI 0.0%
Value ($000) $237 Shares 3,284 Est. Cost $72.17 Unrealized
HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $237 Shares 2,244 Est. Cost $105.61 Unrealized
VANGUARD CONS STPLS ETF 0.0%
Value ($000) $232 Shares 1,420 Est. Cost $163.38 Unrealized
MORN MORNINGSTAR INC 0.0%
Value ($000) $231 Shares 1,440 Est. Cost $141.17 Unrealized +11.9%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $231 Shares 6,171 Est. Cost $33.06 Unrealized 0.0%
TMUS T-MOBILE US, INC. 0.0%
Value ($000) $220 Shares 1,925 Est. Cost $92.61 Unrealized +15.6%
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $219 Shares 2,666 Est. Cost $74.25 Unrealized 0.0%
VGK VANGUARD MSCI EUROPE ETF 0.0%
Value ($000) $219 Shares 4,174 Est. Cost $52.47 Unrealized
CHKP CHECK POINT SOFTWARE TECHNOLOG 0.0%
Value ($000) $216 Shares 1,796 Est. Cost $122.00 Unrealized 0.0%
ACWX ISHARES MSCI ACWI EX US ETF 0.0%
Value ($000) $210 Shares 4,559 Est. Cost $49.17 Unrealized
CSX CSX CORP 0.0%
Value ($000) $210 Shares 2,700 Est. Cost $22.95 Unrealized 0.0%
MS MORGAN STANLEY DEAN WITTER COM 0.0%
Value ($000) $209 Shares 4,326 Est. Cost $35.21 Unrealized +20.8%
BP BP AMOCO PLC - SPONS ADR 0.0%
Value ($000) $207 Shares 11,848 Est. Cost $38.53 Unrealized
DISCOVER FINANCIAL SERVICES CO 0.0%
Value ($000) $206 Shares 3,572 Est. Cost $57.67 Unrealized
SCHX SCHWAB US LARGE-CAP ETF 0.0%
Value ($000) $206 Shares 2,557 Est. Cost $80.56 Unrealized
ETN EATON CORPORATION, PLC 0.0%
Value ($000) $201 Shares 1,971 Est. Cost $89.17 Unrealized 0.0%
JH PREMIUM DIVIDEND FUND COMMO 0.0%
Value ($000) $181 Shares 14,544 Est. Cost $12.44 Unrealized
TORTOISE POWER AND ENERGY INFR 0.0%
Value ($000) $168 Shares 19,678 Est. Cost $19.08 Unrealized
AMRX AMNEAL PHARMACEUTICALS LLC 0.0%
Value ($000) $155 Shares 40,000 Est. Cost $3.48 Unrealized +23.0%
VEREIT INC 0.0%
Value ($000) $69 Shares 10,582 Est. Cost $7.75 Unrealized
OGCP EMPIRE STATE REALTY OP LP SERI 0.0%
Value ($000) $67 Shares 10,737 Est. Cost $17.98 Unrealized
ATHERSYS INC COM 0.0%
Value ($000) $20 Shares 10,000 Est. Cost $2.10 Unrealized
AERIS INTERNATIONAL LTD 0.0%
Value ($000) $17 Shares 46,500 Est. Cost $0.37 Unrealized
SIGNATURE BK GA SANDYSPRINGS C 0.0%
Value ($000) $7 Shares 10,000 Est. Cost $0.70 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
CITIZENS BANCSHARES CORP FRAC1 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
ISOLF ISODIOL INTERNATIONAL 0.0%
Value ($000) $0 Shares 11,429 Est. Cost $0.36 Unrealized -90.0%