FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Diversified Active

CIK: 0000869353 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 25, 2018

Total Value ($000): $3,043,639 (100.0% shares, 0.0% debt)

Holdings (350)

MSFT Microsoft 4.6%
Value ($000) $138,619 Shares 1,212,018 Est. Cost $40.54 Unrealized +148.7%
AAPL Apple Inc 3.6%
Value ($000) $109,420 Shares 484,715 Est. Cost $26.10 Unrealized +88.8%
CSCO Cisco Systems 3.1%
Value ($000) $95,329 Shares 1,959,485 Est. Cost $21.71 Unrealized +66.0%
JPM JPMorgan Chase and Company 3.0%
Value ($000) $91,111 Shares 807,436 Est. Cost $64.60 Unrealized +43.4%
ABBV AbbVie Inc 2.6%
Value ($000) $78,911 Shares 834,332 Est. Cost $39.57 Unrealized +74.8%
MRK Merck 2.4%
Value ($000) $72,956 Shares 1,028,418 Est. Cost $38.71 Unrealized +30.8%
CVX Chevron Corp 2.3%
Value ($000) $69,039 Shares 564,605 Est. Cost $67.47 Unrealized +30.3%
HON Honeywell International Inc 2.1%
Value ($000) $64,301 Shares 386,425 Est. Cost $78.40 Unrealized +55.1%
GOOGL Alphabet Inc Class A 2.0%
Value ($000) $61,693 Shares 51,109 Est. Cost $36.80 Unrealized +63.3%
V Visa Inc 2.0%
Value ($000) $60,948 Shares 406,078 Est. Cost $93.21 Unrealized +44.9%
OXY Occidental Petroleum 2.0%
Value ($000) $60,876 Shares 740,864 Est. Cost $57.54 Unrealized +17.7%
Suntrust Banks 1.8%
Value ($000) $54,129 Shares 810,440 Est. Cost $41.62 Unrealized
LLY Eli Lilly 1.7%
Value ($000) $53,090 Shares 494,737 Est. Cost $77.48 Unrealized +16.5%
T AT & T 1.7%
Value ($000) $52,414 Shares 1,560,872 Est. Cost $14.14 Unrealized +2.4%
HD Home Depot 1.7%
Value ($000) $50,909 Shares 245,760 Est. Cost $58.29 Unrealized +188.1%
TMO Thermo Fisher Scientific 1.5%
Value ($000) $46,172 Shares 189,168 Est. Cost $154.23 Unrealized +46.3%
UNH UnitedHealth Group 1.5%
Value ($000) $45,087 Shares 169,473 Est. Cost $90.39 Unrealized +155.2%
ADI Analog Devices 1.5%
Value ($000) $45,041 Shares 487,137 Est. Cost $74.58 Unrealized +12.4%
IVV iShares Core S&P 500 ETF 1.5%
Value ($000) $44,455 Shares 151,864 Est. Cost $170.03 Unrealized
AMGN Amgen 1.4%
Value ($000) $42,892 Shares 206,920 Est. Cost $108.88 Unrealized +44.5%
MDLZ Mondelez International 1.3%
Value ($000) $39,160 Shares 911,546 Est. Cost $35.16 Unrealized +1.2%
Raytheon 1.2%
Value ($000) $37,903 Shares 183,408 Est. Cost $106.00 Unrealized
BA Boeing 1.2%
Value ($000) $37,269 Shares 100,212 Est. Cost $101.81 Unrealized +233.0%
ALL Allstate 1.2%
Value ($000) $37,230 Shares 377,205 Est. Cost $53.82 Unrealized +52.5%
EMR Emerson Electric 1.1%
Value ($000) $34,710 Shares 453,250 Est. Cost $60.04 Unrealized +3.2%
VZ Verizon Communications 1.1%
Value ($000) $34,569 Shares 647,487 Est. Cost $32.00 Unrealized +11.4%
EIX Edison International 1.1%
Value ($000) $32,807 Shares 484,727 Est. Cost $44.83 Unrealized +8.1%
C Citigroup 1.0%
Value ($000) $31,617 Shares 440,720 Est. Cost $46.04 Unrealized +19.0%
IWM iShares Russell 2000 ETF 1.0%
Value ($000) $30,619 Shares 181,660 Est. Cost $110.62 Unrealized
Centennial Resource Developmen 0.9%
Value ($000) $28,511 Shares 1,304,830 Est. Cost $19.41 Unrealized
UNP Union Pacific 0.9%
Value ($000) $27,543 Shares 169,149 Est. Cost $108.13 Unrealized +18.2%
ETR Entergy 0.9%
Value ($000) $27,306 Shares 336,570 Est. Cost $27.37 Unrealized +15.3%
Six Flags Entertainment Corp 0.9%
Value ($000) $26,780 Shares 383,560 Est. Cost $51.33 Unrealized
JNJ Johnson & Johnson 0.9%
Value ($000) $26,720 Shares 193,383 Est. Cost $89.84 Unrealized +20.2%
ITW Illinois Tool Works 0.8%
Value ($000) $24,774 Shares 175,554 Est. Cost $122.38 Unrealized -4.1%
MAR Marriott International CL A 0.8%
Value ($000) $23,945 Shares 181,364 Est. Cost $120.13 Unrealized +0.0%
GILD Gilead Sciences 0.8%
Value ($000) $23,824 Shares 308,553 Est. Cost $53.11 Unrealized +7.0%
SCZ iShares MSCI EAFE Small Cap in 0.8%
Value ($000) $22,926 Shares 368,118 Est. Cost $58.48 Unrealized
TXN Texas Instruments 0.7%
Value ($000) $21,535 Shares 200,723 Est. Cost $37.64 Unrealized +139.8%
Eaton Corp PLC 0.7%
Value ($000) $20,510 Shares 236,480 Est. Cost $70.10 Unrealized
LYB LyondellBasell Industries NV 0.7%
Value ($000) $20,019 Shares 195,291 Est. Cost $49.80 Unrealized +37.9%
BlackRock 0.7%
Value ($000) $19,830 Shares 42,073 Est. Cost $325.96 Unrealized
MO Altria Group 0.6%
Value ($000) $19,474 Shares 322,889 Est. Cost $19.07 Unrealized +76.0%
GS Goldman Sachs Group 0.6%
Value ($000) $19,369 Shares 86,376 Est. Cost $210.29 Unrealized -6.6%
KEY Keycorp 0.6%
Value ($000) $18,661 Shares 938,228 Est. Cost $14.64 Unrealized 0.0%
Total S.A. - Spon ADR 0.6%
Value ($000) $17,082 Shares 265,280 Est. Cost $55.11 Unrealized
CBS Corporation 0.6%
Value ($000) $16,906 Shares 294,269 Est. Cost $57.45 Unrealized
SONY Sony Corp ADR 0.6%
Value ($000) $16,768 Shares 276,472 Est. Cost $37.43 Unrealized
GD General Dynamics 0.5%
Value ($000) $16,505 Shares 80,620 Est. Cost $121.76 Unrealized +35.8%
LVS Las Vegas Sands 0.5%
Value ($000) $16,062 Shares 270,720 Est. Cost $62.45 Unrealized -6.7%
BIIB Biogen Idec 0.5%
Value ($000) $15,646 Shares 44,284 Est. Cost $288.55 Unrealized +19.3%
RIG Transocean Ltd. 0.5%
Value ($000) $15,599 Shares 1,118,216 Est. Cost $12.42 Unrealized 0.0%
TJX TJX Companies 0.5%
Value ($000) $15,552 Shares 138,834 Est. Cost $43.46 Unrealized +7.0%
CACI CACI International 0.5%
Value ($000) $15,475 Shares 84,036 Est. Cost $135.66 Unrealized +36.1%
AMP Ameriprise Financial 0.5%
Value ($000) $15,355 Shares 103,994 Est. Cost $70.21 Unrealized +77.3%
HAL Halliburton Company 0.5%
Value ($000) $15,188 Shares 374,739 Est. Cost $42.64 Unrealized -16.6%
BRK/B Berkshire Hathaway Class B 0.5%
Value ($000) $15,134 Shares 70,683 Est. Cost $137.57 Unrealized +49.1%
BB&T Corporation 0.5%
Value ($000) $15,065 Shares 310,346 Est. Cost $47.68 Unrealized
BDX Becton Dickinson & Co 0.5%
Value ($000) $14,911 Shares 57,130 Est. Cost $164.31 Unrealized +34.1%
DBSDY DBS Group Holdings ADR 0.5%
Value ($000) $14,429 Shares 189,345 Est. Cost $60.44 Unrealized
GLPI Gaming & Leisure Pptys Com 0.5%
Value ($000) $14,362 Shares 407,420 Est. Cost $35.25 Unrealized
DLR Digital Realty Trust Inc. 0.5%
Value ($000) $14,316 Shares 127,278 Est. Cost $86.22 Unrealized +7.3%
META Facebook, Inc. 0.5%
Value ($000) $14,162 Shares 86,111 Est. Cost $147.68 Unrealized +21.7%
VEA Vanguard FTSE Developed Market 0.5%
Value ($000) $14,148 Shares 326,966 Est. Cost $36.80 Unrealized
XOM Exxon Mobil 0.4%
Value ($000) $13,346 Shares 156,967 Est. Cost $54.81 Unrealized +6.2%
Xilinx 0.4%
Value ($000) $13,331 Shares 166,289 Est. Cost $67.48 Unrealized
MKC McCormick & Co 0.4%
Value ($000) $13,314 Shares 101,053 Est. Cost $45.68 Unrealized +17.4%
SAFRY Safran SA 0.4%
Value ($000) $12,872 Shares 368,626 Est. Cost $26.46 Unrealized
MET MetLife 0.4%
Value ($000) $12,562 Shares 268,886 Est. Cost $28.48 Unrealized +24.8%
BK Bank of New York Co 0.4%
Value ($000) $12,506 Shares 245,259 Est. Cost $37.09 Unrealized +15.1%
PFG Principal Financial Group 0.4%
Value ($000) $12,187 Shares 208,008 Est. Cost $36.41 Unrealized +14.7%
SU Suncor Energy 0.4%
Value ($000) $11,929 Shares 308,325 Est. Cost $21.45 Unrealized +42.0%
PFE Pfizer 0.4%
Value ($000) $11,741 Shares 266,421 Est. Cost $20.07 Unrealized +37.8%
MAS MASCO 0.4%
Value ($000) $11,222 Shares 306,605 Est. Cost $23.79 Unrealized +43.6%
INTC Intel 0.4%
Value ($000) $10,887 Shares 230,228 Est. Cost $17.62 Unrealized +135.6%
BAESY BAE Systems PLC - Spon ADR 0.4%
Value ($000) $10,800 Shares 328,182 Est. Cost $28.90 Unrealized
COR AmerisourceBergen 0.4%
Value ($000) $10,768 Shares 116,764 Est. Cost $66.47 Unrealized +1.0%
SAP SAP AG-Sponsored ADR 0.3%
Value ($000) $10,539 Shares 85,685 Est. Cost $98.96 Unrealized
BNS Bank of Nova Scotia 0.3%
Value ($000) $10,162 Shares 170,421 Est. Cost $34.96 Unrealized +12.9%
SBGSY Schneider Electric SA Unsp ADR 0.3%
Value ($000) $10,059 Shares 630,210 Est. Cost $15.07 Unrealized
PKG Packaging Corporation of Ameri 0.3%
Value ($000) $9,999 Shares 91,158 Est. Cost $92.50 Unrealized -2.8%
VWO Vanguard FTSE Emerging Market 0.3%
Value ($000) $9,875 Shares 240,860 Est. Cost $38.14 Unrealized
Intercontinental Hotels ADR 0.3%
Value ($000) $9,840 Shares 156,712 Est. Cost $56.08 Unrealized
NTTYY Nippon Telegraph & Telephone A 0.3%
Value ($000) $9,827 Shares 218,154 Est. Cost $30.77 Unrealized
STWD Starwood Property Trust 0.3%
Value ($000) $9,811 Shares 455,894 Est. Cost $21.48 Unrealized
RHHBY Roche Holdings Ltd Spon ADR 0.3%
Value ($000) $9,713 Shares 322,056 Est. Cost $42.26 Unrealized
EWJ iShares MSCI Japan ETF 0.3%
Value ($000) $9,340 Shares 155,065 Est. Cost $59.86 Unrealized
PG Procter And Gamble 0.3%
Value ($000) $9,328 Shares 112,077 Est. Cost $57.42 Unrealized +18.1%
AJG Arthur J. Gallagher & Co 0.3%
Value ($000) $8,948 Shares 120,214 Est. Cost $37.67 Unrealized +72.3%
EFA iShares MSCI EAFE ETF 0.3%
Value ($000) $8,869 Shares 130,447 Est. Cost $63.77 Unrealized
Checkpoint Software 0.3%
Value ($000) $8,815 Shares 74,915 Est. Cost $66.56 Unrealized
HSBC HSBC Holdings PLC-Spons ADR 0.3%
Value ($000) $8,578 Shares 195,000 Est. Cost $48.00 Unrealized
TD Toronto Dominion Bank 0.3%
Value ($000) $8,337 Shares 137,115 Est. Cost $51.41 Unrealized +15.8%
UPM-Kymmene Oyj-Spons ADR 0.3%
Value ($000) $8,233 Shares 210,035 Est. Cost $37.18 Unrealized
EADSY Airbus Group NV ADR 0.3%
Value ($000) $8,135 Shares 260,122 Est. Cost $30.75 Unrealized
AVY Avery Dennison Corp 0.3%
Value ($000) $7,762 Shares 71,639 Est. Cost $63.50 Unrealized +48.5%
DowDuPont Inc 0.3%
Value ($000) $7,731 Shares 120,219 Est. Cost $69.23 Unrealized
NVO Novo-Nordisk A/S - Spons ADR 0.3%
Value ($000) $7,614 Shares 161,517 Est. Cost $47.14 Unrealized
FMS Fresenius Medical ADR 0.2%
Value ($000) $7,605 Shares 147,890 Est. Cost $43.81 Unrealized
PEP Pepsico 0.2%
Value ($000) $7,269 Shares 65,019 Est. Cost $60.25 Unrealized +49.9%
NXPI NXP Semiconductors NV 0.2%
Value ($000) $7,229 Shares 84,555 Est. Cost $83.93 Unrealized +1.6%
UBS UBS AG 0.2%
Value ($000) $7,093 Shares 450,920 Est. Cost $15.72 Unrealized 0.0%
BMY Bristol-Myers Squibb 0.2%
Value ($000) $6,991 Shares 112,604 Est. Cost $29.54 Unrealized +52.3%
MCD McDonalds 0.2%
Value ($000) $6,933 Shares 41,443 Est. Cost $72.17 Unrealized +86.8%
BHP BHP Billiton Ltd-Sponsored ADR 0.2%
Value ($000) $6,893 Shares 138,305 Est. Cost $37.55 Unrealized
United Technologies 0.2%
Value ($000) $6,875 Shares 49,172 Est. Cost $96.01 Unrealized
SMFG Sumitomo Mitsui Financial Grou 0.2%
Value ($000) $6,782 Shares 844,537 Est. Cost $8.53 Unrealized
HP Helmerich and Payne 0.2%
Value ($000) $6,687 Shares 97,239 Est. Cost $66.78 Unrealized -4.4%
AMZN Amazon.com 0.2%
Value ($000) $6,473 Shares 3,232 Est. Cost $37.20 Unrealized +152.8%
NTR Nutrien Ltd 0.2%
Value ($000) $6,377 Shares 110,527 Est. Cost $38.51 Unrealized +11.9%
CAT Caterpillar 0.2%
Value ($000) $5,816 Shares 38,139 Est. Cost $71.55 Unrealized +68.4%
HUM Humana 0.2%
Value ($000) $5,803 Shares 17,141 Est. Cost $71.14 Unrealized +328.5%
USB US Bancorp 0.2%
Value ($000) $5,647 Shares 106,931 Est. Cost $23.19 Unrealized +68.7%
NKE Nike 0.2%
Value ($000) $5,596 Shares 66,056 Est. Cost $45.80 Unrealized +59.3%
SCGLY Societe Generale ADR 0.2%
Value ($000) $5,516 Shares 641,719 Est. Cost $9.81 Unrealized
IJH iShares Core S&P Midcap ETF 0.2%
Value ($000) $5,359 Shares 26,623 Est. Cost $152.39 Unrealized
IBM International Business Machine 0.2%
Value ($000) $5,335 Shares 35,278 Est. Cost $114.29 Unrealized -11.4%
GOOG Alphabet Inc Class C 0.2%
Value ($000) $5,312 Shares 4,451 Est. Cost $36.25 Unrealized +64.0%
ADBE Adobe Systems 0.2%
Value ($000) $5,151 Shares 19,081 Est. Cost $101.83 Unrealized +153.2%
MMM 3M Company 0.2%
Value ($000) $5,121 Shares 24,304 Est. Cost $68.21 Unrealized +93.8%
KMB Kimberly Clark 0.2%
Value ($000) $4,952 Shares 43,579 Est. Cost $63.05 Unrealized +37.3%
IJR iShares Core S&P Sm Cap ETF 0.2%
Value ($000) $4,906 Shares 56,233 Est. Cost $88.55 Unrealized
PSX Phillips 66 0.2%
Value ($000) $4,827 Shares 42,830 Est. Cost $40.50 Unrealized +112.5%
CB Chubb Corp 0.2%
Value ($000) $4,769 Shares 35,685 Est. Cost $102.28 Unrealized +16.6%
COP ConocoPhillips 0.2%
Value ($000) $4,665 Shares 60,272 Est. Cost $42.44 Unrealized +32.8%
Westrock 0.1%
Value ($000) $4,440 Shares 83,075 Est. Cost $63.41 Unrealized
NEE Nextera Energy Inc 0.1%
Value ($000) $4,391 Shares 26,202 Est. Cost $15.62 Unrealized +127.0%
Discover Financial Services 0.1%
Value ($000) $4,322 Shares 56,532 Est. Cost $51.05 Unrealized
ACWX iShares MSCI ACWI ex-US Index 0.1%
Value ($000) $4,087 Shares 85,702 Est. Cost $41.23 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $4,029 Shares 54,917 Est. Cost $29.26 Unrealized +97.6%
WFC Wells Fargo 0.1%
Value ($000) $3,971 Shares 75,551 Est. Cost $42.59 Unrealized +9.2%
INTU Intuit 0.1%
Value ($000) $3,957 Shares 17,401 Est. Cost $84.97 Unrealized +140.7%
WMMVY Wal-Mart DE Mexico S.A.B. de C 0.1%
Value ($000) $3,818 Shares 125,629 Est. Cost $24.75 Unrealized
SYK Stryker 0.1%
Value ($000) $3,761 Shares 21,168 Est. Cost $70.55 Unrealized +123.3%
DIS Disney Walt 0.1%
Value ($000) $3,671 Shares 31,389 Est. Cost $73.00 Unrealized +46.0%
TCEHY Tencent Holdings Ltd. Unsponso 0.1%
Value ($000) $3,652 Shares 89,418 Est. Cost $51.36 Unrealized
MA Mastercard Cl A 0.1%
Value ($000) $3,606 Shares 16,198 Est. Cost $79.24 Unrealized +152.8%
TRV Travelers Companies 0.1%
Value ($000) $3,439 Shares 26,513 Est. Cost $63.31 Unrealized +73.6%
Costco Wholesale Corp 0.1%
Value ($000) $3,434 Shares 14,619 Est. Cost $131.88 Unrealized
FDX FedEx Corp 0.1%
Value ($000) $3,303 Shares 13,717 Est. Cost $130.63 Unrealized +62.5%
BTI British American Tobacco- Spon 0.1%
Value ($000) $3,284 Shares 70,425 Est. Cost $58.92 Unrealized
DVY iShares Select Dividend ETF 0.1%
Value ($000) $3,118 Shares 31,267 Est. Cost $83.95 Unrealized
EWBC East West Bancorp Inc 0.1%
Value ($000) $3,048 Shares 50,495 Est. Cost $31.78 Unrealized +67.6%
Precision Drilling Corporation 0.1%
Value ($000) $2,832 Shares 818,363 Est. Cost $4.00 Unrealized
CME CME Group 0.1%
Value ($000) $2,631 Shares 15,456 Est. Cost $56.37 Unrealized +129.0%
CMCSA Comcast Cl A 0.1%
Value ($000) $2,534 Shares 71,573 Est. Cost $26.94 Unrealized +8.9%
CMS CMS Energy 0.1%
Value ($000) $2,518 Shares 51,387 Est. Cost $20.84 Unrealized +88.3%
COF Capital One Financial 0.1%
Value ($000) $2,404 Shares 25,324 Est. Cost $48.79 Unrealized +75.6%
PNC PNC Financial Services Group 0.1%
Value ($000) $2,343 Shares 17,202 Est. Cost $48.66 Unrealized +125.0%
General Electric 0.1%
Value ($000) $2,335 Shares 206,790 Est. Cost $24.53 Unrealized
SPY SPDR S&P 500 ETF Trust 0.1%
Value ($000) $2,324 Shares 7,995 Est. Cost $219.92 Unrealized
PM Philip Morris International In 0.1%
Value ($000) $2,322 Shares 28,475 Est. Cost $56.48 Unrealized -1.8%
INGR Ingredion 0.1%
Value ($000) $2,281 Shares 21,729 Est. Cost $70.10 Unrealized +45.7%
BRK/A Berkshire Hathaway Class A 0.1%
Value ($000) $2,240 Shares 7 Est. Cost $241872.56 Unrealized +28.0%
CAH Cardinal Health 0.1%
Value ($000) $2,229 Shares 41,277 Est. Cost $34.27 Unrealized +19.9%
Financial Select Sector SPDR 0.1%
Value ($000) $2,081 Shares 75,457 Est. Cost $23.26 Unrealized
Unilever NV New York Shrs 0.1%
Value ($000) $2,040 Shares 36,727 Est. Cost $41.02 Unrealized
Technology Select Sector SPDR 0.1%
Value ($000) $1,948 Shares 25,855 Est. Cost $57.40 Unrealized
KO Coca-Cola 0.1%
Value ($000) $1,948 Shares 42,176 Est. Cost $29.42 Unrealized +23.4%
BEN Franklin Resources 0.1%
Value ($000) $1,944 Shares 63,920 Est. Cost $29.20 Unrealized -21.9%
WMT Wal Mart Stores 0.1%
Value ($000) $1,924 Shares 20,482 Est. Cost $19.96 Unrealized +37.0%
Royal Dutch Shell PLC A 0.1%
Value ($000) $1,910 Shares 28,035 Est. Cost $63.01 Unrealized
SBUX Starbucks Coffee 0.1%
Value ($000) $1,900 Shares 33,424 Est. Cost $37.12 Unrealized +21.4%
Extra Space Storage Inc. 0.1%
Value ($000) $1,850 Shares 21,351 Est. Cost $68.58 Unrealized
PPG PPG Industries 0.1%
Value ($000) $1,830 Shares 16,766 Est. Cost $78.70 Unrealized +20.4%
EW Edwards Lifesciences CP 0.1%
Value ($000) $1,809 Shares 10,391 Est. Cost $20.83 Unrealized +134.8%
EZU iShares MSCI EMU ETF 0.1%
Value ($000) $1,790 Shares 43,661 Est. Cost $34.80 Unrealized
IWD iShares Russell 1000 Value ETF 0.1%
Value ($000) $1,746 Shares 13,787 Est. Cost $117.52 Unrealized
AXP American Express 0.1%
Value ($000) $1,724 Shares 16,197 Est. Cost $58.84 Unrealized +59.9%
UPS United Parcel Service CL B 0.1%
Value ($000) $1,679 Shares 14,377 Est. Cost $80.57 Unrealized +9.8%
CNP CenterPoint Energy 0.1%
Value ($000) $1,638 Shares 59,253 Est. Cost $15.93 Unrealized +41.4%
BAX Baxter International 0.1%
Value ($000) $1,609 Shares 20,874 Est. Cost $33.67 Unrealized +92.8%
IBB iShares Nasdaq Biotech Index 0.1%
Value ($000) $1,583 Shares 12,980 Est. Cost $157.81 Unrealized
SPDR Oil & Gas Equipment & Ser 0.1%
Value ($000) $1,568 Shares 93,770 Est. Cost $16.60 Unrealized
GIS General Mills 0.1%
Value ($000) $1,547 Shares 36,044 Est. Cost $32.15 Unrealized +8.8%
WM Waste Management 0.1%
Value ($000) $1,529 Shares 16,923 Est. Cost $56.53 Unrealized +38.4%
MCO Moody's Corporation 0.0%
Value ($000) $1,415 Shares 8,463 Est. Cost $53.10 Unrealized +210.5%
CSX CSX 0.0%
Value ($000) $1,375 Shares 18,573 Est. Cost $9.89 Unrealized +118.2%
OKE Oneok 0.0%
Value ($000) $1,283 Shares 18,936 Est. Cost $31.79 Unrealized +34.6%
TE Connectivity LTD 0.0%
Value ($000) $1,185 Shares 13,479 Est. Cost $56.48 Unrealized
Ingersoll Rand 0.0%
Value ($000) $1,170 Shares 11,434 Est. Cost $72.22 Unrealized
SPDR S&P Oil&Gas Exploration & 0.0%
Value ($000) $1,105 Shares 25,530 Est. Cost $33.55 Unrealized
AEE Ameren 0.0%
Value ($000) $1,090 Shares 17,239 Est. Cost $25.60 Unrealized +99.5%
BMO Bank of Montreal 0.0%
Value ($000) $1,089 Shares 13,190 Est. Cost $40.53 Unrealized +45.6%
NSRGY Nestle S A Rep Rg Sh ADR 0.0%
Value ($000) $1,087 Shares 13,065 Est. Cost $72.55 Unrealized
FMC FMC 0.0%
Value ($000) $983 Shares 11,276 Est. Cost $40.58 Unrealized +51.7%
TSN Tyson Foods, Inc Cl A 0.0%
Value ($000) $947 Shares 15,916 Est. Cost $30.41 Unrealized +67.2%
CASY Casey's General Stores 0.0%
Value ($000) $924 Shares 7,160 Est. Cost $53.46 Unrealized +104.5%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $911 Shares 61,030 Est. Cost $5.41 Unrealized +105.5%
SLB Schlumberger 0.0%
Value ($000) $902 Shares 14,803 Est. Cost $59.34 Unrealized -12.3%
AVGO Broadcom LTD 0.0%
Value ($000) $888 Shares 3,601 Est. Cost $19.96 Unrealized -8.5%
MTB M&T Bank 0.0%
Value ($000) $882 Shares 5,360 Est. Cost $82.75 Unrealized +66.4%
EWU iShares MSCI United Kingdom In 0.0%
Value ($000) $881 Shares 25,807 Est. Cost $30.80 Unrealized
MPC Marathon Petroleum 0.0%
Value ($000) $879 Shares 10,990 Est. Cost $33.06 Unrealized +89.1%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $878 Shares 5,432 Est. Cost $94.99 Unrealized
Consumer Discretionary Selt 0.0%
Value ($000) $868 Shares 7,408 Est. Cost $106.99 Unrealized
AMT American Tower 0.0%
Value ($000) $863 Shares 5,939 Est. Cost $64.24 Unrealized +88.0%
TDY Teledyne Technologies Inc 0.0%
Value ($000) $863 Shares 3,500 Est. Cost $76.20 Unrealized +199.2%
LMT Lockheed Martin 0.0%
Value ($000) $858 Shares 2,480 Est. Cost $116.69 Unrealized +126.5%
XYL Xylem 0.0%
Value ($000) $843 Shares 10,555 Est. Cost $39.31 Unrealized +73.8%
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $826 Shares 3,093 Est. Cost $222.21 Unrealized
ADM Archer-Daniels Midland 0.0%
Value ($000) $824 Shares 16,390 Est. Cost $23.37 Unrealized +68.9%
MRSH Marsh & McLennan 0.0%
Value ($000) $810 Shares 9,790 Est. Cost $41.62 Unrealized +80.9%
CDNS Cadence Design Systems 0.0%
Value ($000) $801 Shares 17,684 Est. Cost $29.26 Unrealized +55.6%
EWW iShares MSCI Mexico Capped ETF 0.0%
Value ($000) $795 Shares 15,520 Est. Cost $49.40 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $791 Shares 8,079 Est. Cost $83.54 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $762 Shares 16,357 Est. Cost $24.01 Unrealized +62.1%
Diageo 0.0%
Value ($000) $754 Shares 5,318 Est. Cost $130.80 Unrealized
FISV Fiserv 0.0%
Value ($000) $751 Shares 9,116 Est. Cost $49.32 Unrealized +59.2%
Energy Select Sector SPDR 0.0%
Value ($000) $740 Shares 9,766 Est. Cost $74.17 Unrealized
BFH Alliance Data Systems 0.0%
Value ($000) $733 Shares 3,105 Est. Cost $122.05 Unrealized +35.8%
ICF iShares Cohen & Steers REIT ET 0.0%
Value ($000) $717 Shares 7,169 Est. Cost $79.26 Unrealized
ADP Automatic Data Processing 0.0%
Value ($000) $714 Shares 4,736 Est. Cost $61.18 Unrealized +97.5%
VB Vanguard Small Cap ETF 0.0%
Value ($000) $713 Shares 4,383 Est. Cost $126.86 Unrealized
PEG Public Svc Enterprise Group 0.0%
Value ($000) $706 Shares 13,366 Est. Cost $21.98 Unrealized +85.1%
SPGI S&P Global Inc 0.0%
Value ($000) $705 Shares 3,610 Est. Cost $96.76 Unrealized +100.1%
Health Care Select Sector SPDR 0.0%
Value ($000) $694 Shares 7,300 Est. Cost $81.91 Unrealized
HOG Harley-Davidson 0.0%
Value ($000) $688 Shares 15,189 Est. Cost $53.85 Unrealized -19.4%
Umpqua Holdings 0.0%
Value ($000) $662 Shares 31,842 Est. Cost $16.46 Unrealized
Utilities Select Sector SPDR 0.0%
Value ($000) $648 Shares 12,315 Est. Cost $52.05 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $648 Shares 4,929 Est. Cost $108.35 Unrealized +3.3%
IWR iShares Russell Mid-Cap ETF 0.0%
Value ($000) $644 Shares 2,919 Est. Cost $192.07 Unrealized
EPP iShares MSCI Pacific ex Japan 0.0%
Value ($000) $640 Shares 14,100 Est. Cost $40.42 Unrealized
ACN Accenture PLC Cl A 0.0%
Value ($000) $638 Shares 3,749 Est. Cost $114.20 Unrealized +30.7%
GLW Corning 0.0%
Value ($000) $636 Shares 18,025 Est. Cost $13.01 Unrealized +103.6%
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $631 Shares 3,841 Est. Cost $142.51 Unrealized
BAC Bank of America 0.0%
Value ($000) $609 Shares 20,675 Est. Cost $15.02 Unrealized +69.6%
DPZ Domino's Pizza 0.0%
Value ($000) $604 Shares 2,050 Est. Cost $110.36 Unrealized +135.7%
Novartis AG 0.0%
Value ($000) $603 Shares 7,000 Est. Cost $82.21 Unrealized
Nordstrom 0.0%
Value ($000) $590 Shares 9,862 Est. Cost $52.82 Unrealized
Powershares QQQ Trust Nasdaq 1 0.0%
Value ($000) $576 Shares 3,100 Est. Cost $171.56 Unrealized
SPDR S&P Dividend ETF 0.0%
Value ($000) $574 Shares 5,860 Est. Cost $88.59 Unrealized
iShares MSCI EM ESG Optimized 0.0%
Value ($000) $561 Shares 16,810 Est. Cost $33.54 Unrealized
NSC Norfolk Southern 0.0%
Value ($000) $543 Shares 3,007 Est. Cost $63.26 Unrealized +132.6%
QCOM Qualcomm 0.0%
Value ($000) $536 Shares 7,444 Est. Cost $45.29 Unrealized +20.6%
ESS Essex Property Trust 0.0%
Value ($000) $534 Shares 2,165 Est. Cost $108.97 Unrealized +71.4%
WY Weyerhaeuser 0.0%
Value ($000) $526 Shares 16,312 Est. Cost $18.41 Unrealized +40.7%
Consumer Staples SPDR 0.0%
Value ($000) $516 Shares 9,575 Est. Cost $54.75 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $493 Shares 6,760 Est. Cost $79.15 Unrealized
Maxim Integrated Products 0.0%
Value ($000) $490 Shares 8,690 Est. Cost $52.37 Unrealized
EWC iShares MSCI Canada ETF 0.0%
Value ($000) $487 Shares 16,915 Est. Cost $27.93 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $483 Shares 4,908 Est. Cost $58.10 Unrealized +31.3%
DVN Devon Energy 0.0%
Value ($000) $481 Shares 12,037 Est. Cost $22.96 Unrealized +32.2%
NWL Newell Brands 0.0%
Value ($000) $477 Shares 23,522 Est. Cost $31.35 Unrealized -47.1%
SHW Sherwin-Williams 0.0%
Value ($000) $474 Shares 1,041 Est. Cost $81.72 Unrealized +69.7%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $469 Shares 2,649 Est. Cost $130.02 Unrealized
DGX Quest Diagnostics 0.0%
Value ($000) $464 Shares 4,300 Est. Cost $55.79 Unrealized +69.6%
CMI Cummins Inc 0.0%
Value ($000) $458 Shares 3,136 Est. Cost $91.81 Unrealized +26.6%
Dun & Bradstreet 0.0%
Value ($000) $454 Shares 3,185 Est. Cost $97.41 Unrealized
CNI Canadian Natl Railway 0.0%
Value ($000) $447 Shares 4,980 Est. Cost $54.85 Unrealized +38.6%
VV Vanguard Large-Cap ETF 0.0%
Value ($000) $444 Shares 3,329 Est. Cost $105.89 Unrealized
SCHX Schwab US Large Cap ETF 0.0%
Value ($000) $440 Shares 6,331 Est. Cost $53.23 Unrealized
VLO Valero Energy 0.0%
Value ($000) $439 Shares 3,862 Est. Cost $40.27 Unrealized +109.2%
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $429 Shares 5,477 Est. Cost $58.32 Unrealized
PNRG Primeenergy Corp 0.0%
Value ($000) $427 Shares 5,750 Est. Cost $47.27 Unrealized +55.0%
COLB Columbia Banking 0.0%
Value ($000) $419 Shares 10,819 Est. Cost $28.46 Unrealized +3.2%
NVDA Nvidia 0.0%
Value ($000) $418 Shares 1,486 Est. Cost $4.32 Unrealized +49.0%
NOC Northrop Grumman 0.0%
Value ($000) $413 Shares 1,301 Est. Cost $213.24 Unrealized +26.5%
CL Colgate-Palmolive 0.0%
Value ($000) $412 Shares 6,158 Est. Cost $45.86 Unrealized +22.1%
SPG Simon Property Group 0.0%
Value ($000) $410 Shares 2,319 Est. Cost $93.61 Unrealized +26.4%
VEU Vanguard FTSE AllWorld ex-US I 0.0%
Value ($000) $401 Shares 7,707 Est. Cost $50.08 Unrealized
AMAT Applied Materials 0.0%
Value ($000) $387 Shares 10,006 Est. Cost $28.29 Unrealized +43.9%
IEFA iShares Core MSCI EAFE 0.0%
Value ($000) $386 Shares 6,022 Est. Cost $64.23 Unrealized
SCHH Schwab US REIT ETF 0.0%
Value ($000) $379 Shares 9,093 Est. Cost $36.68 Unrealized
MGA Magna International Cl A 0.0%
Value ($000) $376 Shares 7,150 Est. Cost $30.16 Unrealized +47.4%
AIG American Intl Group 0.0%
Value ($000) $369 Shares 6,935 Est. Cost $34.42 Unrealized +28.4%
APD Air Products & Chemicals 0.0%
Value ($000) $364 Shares 2,180 Est. Cost $64.70 Unrealized +110.1%
Waste Connections 0.0%
Value ($000) $359 Shares 4,500 Est. Cost $69.48 Unrealized
Cooper Companies 0.0%
Value ($000) $356 Shares 1,285 Est. Cost $121.13 Unrealized
Cigna 0.0%
Value ($000) $349 Shares 1,677 Est. Cost $132.13 Unrealized
Graco 0.0%
Value ($000) $348 Shares 7,500 Est. Cost $57.87 Unrealized
LUV Southwest Airlines 0.0%
Value ($000) $346 Shares 5,539 Est. Cost $39.04 Unrealized +36.4%
ORCL Oracle Corporation 0.0%
Value ($000) $344 Shares 6,668 Est. Cost $35.58 Unrealized +22.5%
ALB Albemarle 0.0%
Value ($000) $337 Shares 3,375 Est. Cost $47.90 Unrealized +82.3%
Prologis Inc 0.0%
Value ($000) $334 Shares 4,930 Est. Cost $38.13 Unrealized
Celgene Corp 0.0%
Value ($000) $324 Shares 3,617 Est. Cost $121.54 Unrealized
UDR UDR Inc 0.0%
Value ($000) $319 Shares 7,901 Est. Cost $16.25 Unrealized +83.4%
GlaxoSmithKline plc ADR 0.0%
Value ($000) $317 Shares 7,891 Est. Cost $46.53 Unrealized
EEM iShares MSCI Emerging Markets 0.0%
Value ($000) $306 Shares 7,127 Est. Cost $43.34 Unrealized
VNQ Vanguard REIT VIPERs ETF 0.0%
Value ($000) $300 Shares 3,722 Est. Cost $80.35 Unrealized
PNR Pentair Inc 0.0%
Value ($000) $295 Shares 6,800 Est. Cost $39.03 Unrealized -0.2%
IYF iShares U.S. Financials ETF 0.0%
Value ($000) $294 Shares 2,417 Est. Cost $87.89 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $294 Shares 10,540 Est. Cost $12.59 Unrealized +74.8%
ED Consolidated Edison 0.0%
Value ($000) $286 Shares 3,751 Est. Cost $37.45 Unrealized +61.3%
LOW Lowe's Companies 0.0%
Value ($000) $285 Shares 2,486 Est. Cost $60.80 Unrealized +49.7%
PFF iShares S&P US Preferred Stock 0.0%
Value ($000) $285 Shares 7,680 Est. Cost $38.64 Unrealized
Northwest Natural Gas 0.0%
Value ($000) $282 Shares 4,221 Est. Cost $45.82 Unrealized
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $281 Shares 1,633 Est. Cost $111.48 Unrealized
HP, Inc. 0.0%
Value ($000) $276 Shares 10,692 Est. Cost $21.15 Unrealized
SCHA Schwab US Small Cap ETF 0.0%
Value ($000) $271 Shares 3,552 Est. Cost $67.93 Unrealized
Express Scripts Holding Compan 0.0%
Value ($000) $269 Shares 2,831 Est. Cost $77.27 Unrealized
MSI Motorola Solutions 0.0%
Value ($000) $267 Shares 2,053 Est. Cost $91.54 Unrealized +22.2%
Invesco LTD 0.0%
Value ($000) $267 Shares 11,656 Est. Cost $32.22 Unrealized
Aetna Inc 0.0%
Value ($000) $267 Shares 1,317 Est. Cost $169.00 Unrealized
CRM Salesforce.com 0.0%
Value ($000) $267 Shares 1,681 Est. Cost $126.38 Unrealized +16.0%
Praxair 0.0%
Value ($000) $258 Shares 1,606 Est. Cost $133.46 Unrealized
Anadarko Petroleum 0.0%
Value ($000) $256 Shares 3,804 Est. Cost $48.91 Unrealized
Dell Technologies Inc V 0.0%
Value ($000) $256 Shares 2,633 Est. Cost $77.29 Unrealized
DUK Duke Energy 0.0%
Value ($000) $254 Shares 3,169 Est. Cost $43.90 Unrealized +36.7%
VIG Vanguard Dvd Appreciation ETF 0.0%
Value ($000) $253 Shares 2,288 Est. Cost $101.00 Unrealized
TSM Taiwan Semiconductor SP ADR 0.0%
Value ($000) $250 Shares 5,661 Est. Cost $39.46 Unrealized
IJK iShares S&P Mid-Cap 400 Growth 0.0%
Value ($000) $248 Shares 1,063 Est. Cost $225.80 Unrealized
SCHW Schwab (Charles) 0.0%
Value ($000) $247 Shares 5,020 Est. Cost $37.39 Unrealized +23.2%
Allergan Inc 0.0%
Value ($000) $245 Shares 1,284 Est. Cost $224.70 Unrealized
POR Portland General Electric Co 0.0%
Value ($000) $245 Shares 5,380 Est. Cost $20.68 Unrealized +64.8%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $244 Shares 6,960 Est. Cost $43.00 Unrealized -17.1%
ROP Roper Industries, Inc. 0.0%
Value ($000) $244 Shares 825 Est. Cost $223.58 Unrealized +26.3%
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $243 Shares 4,375 Est. Cost $60.97 Unrealized -6.1%
LEG Leggett & Platt 0.0%
Value ($000) $239 Shares 5,460 Est. Cost $34.55 Unrealized +30.2%
DVA DaVita HealthCare Partners 0.0%
Value ($000) $226 Shares 3,160 Est. Cost $61.54 Unrealized +14.9%
LEA Lear Corp 0.0%
Value ($000) $224 Shares 1,545 Est. Cost $58.99 Unrealized +149.4%
MDXG MiMedx Group Inc 0.0%
Value ($000) $222 Shares 36,000 Est. Cost $12.19 Unrealized -62.9%
SIEGY Siemens AG ADR 0.0%
Value ($000) $221 Shares 3,466 Est. Cost $93.06 Unrealized
IWF iShares Russell 1000 Growth ET 0.0%
Value ($000) $219 Shares 1,404 Est. Cost $143.87 Unrealized
Apache 0.0%
Value ($000) $219 Shares 4,601 Est. Cost $46.71 Unrealized
BXP Boston Properties 0.0%
Value ($000) $217 Shares 1,765 Est. Cost $64.68 Unrealized +39.6%
IDA Idacorp Inc 0.0%
Value ($000) $215 Shares 2,171 Est. Cost $89.76 Unrealized +7.3%
Du Pont Nemours Pfd Series B 0.0%
Value ($000) $214 Shares 2,110 Est. Cost $97.41 Unrealized
MUSA Murphy USA Inc. 0.0%
Value ($000) $213 Shares 2,490 Est. Cost $80.24 Unrealized 0.0%
PGR Progressive Corp 0.0%
Value ($000) $213 Shares 3,000 Est. Cost $50.74 Unrealized 0.0%
SWK Stanley Black & Decker 0.0%
Value ($000) $212 Shares 1,451 Est. Cost $115.16 Unrealized 0.0%
MCHP Microchip Technology 0.0%
Value ($000) $211 Shares 2,677 Est. Cost $36.12 Unrealized +6.5%
NUE Nucor Corp 0.0%
Value ($000) $209 Shares 3,300 Est. Cost $49.08 Unrealized +11.2%
PRU Prudential Financial Inc 0.0%
Value ($000) $208 Shares 2,056 Est. Cost $68.64 Unrealized 0.0%
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $208 Shares 363 Est. Cost $177.57 Unrealized 0.0%
Materials Select Sector SPDR 0.0%
Value ($000) $208 Shares 3,590 Est. Cost $57.94 Unrealized
IMBBY Imperial Brands PLC ADR 0.0%
Value ($000) $207 Shares 5,970 Est. Cost $37.13 Unrealized
HII Huntington Ingalls Industries 0.0%
Value ($000) $207 Shares 810 Est. Cost $204.31 Unrealized 0.0%
ROL Rollins 0.0%
Value ($000) $207 Shares 3,415 Est. Cost $23.59 Unrealized 0.0%
Digital Realty Trust 6.35 Pfd 0.0%
Value ($000) $206 Shares 8,050 Est. Cost $25.67 Unrealized
IWO iShares Russell 2000 Growth ET 0.0%
Value ($000) $206 Shares 956 Est. Cost $215.48 Unrealized
CVS CVS Health 0.0%
Value ($000) $205 Shares 2,606 Est. Cost $55.88 Unrealized +1.1%
Marathon Oil 0.0%
Value ($000) $203 Shares 8,720 Est. Cost $23.28 Unrealized
Mer Lynch Cap TR I 6.450 Ser 0.0%
Value ($000) $203 Shares 7,855 Est. Cost $25.46 Unrealized
Welltower 6.5 Ser I 0.0%
Value ($000) $203 Shares 3,360 Est. Cost $60.42 Unrealized
VAC Marriott Vacations Worldwide C 0.0%
Value ($000) $202 Shares 1,810 Est. Cost $75.27 Unrealized +57.0%
FBIN Fortune Brands Home & Security 0.0%
Value ($000) $202 Shares 3,861 Est. Cost $29.73 Unrealized +41.1%
EEMV iShares MSCI Min Vol Emerging 0.0%
Value ($000) $200 Shares 3,380 Est. Cost $59.17 Unrealized
Superior Energy Services Inc 0.0%
Value ($000) $176 Shares 18,115 Est. Cost $18.34 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $165 Shares 10,108 Est. Cost $7.05 Unrealized +79.6%
WindHorse Horizons LP Private 0.0%
Value ($000) $141 Shares 140,839 Est. Cost $1.00 Unrealized
PBT Permian Basin Rty Trust 0.0%
Value ($000) $119 Shares 14,900 Est. Cost $8.06 Unrealized
F S Investment Corp 0.0%
Value ($000) $80 Shares 10,025 Est. Cost $8.28 Unrealized
Aegon N.V. - Amer Reg Shrs 0.0%
Value ($000) $79 Shares 12,271 Est. Cost $8.77 Unrealized
Celldex Therapeutics Inc 0.0%
Value ($000) $7 Shares 16,100 Est. Cost $0.43 Unrealized
Rocky Mountain High Brands Inc 0.0%
Value ($000) $1 Shares 100,000 Est. Cost $0.01 Unrealized
Otis Gold Corporation 0.0%
Value ($000) $1 Shares 10,000 Est. Cost Unrealized
Vape Holdings Inc 0.0%
Value ($000) $0 Shares 60,000 Est. Cost $0.02 Unrealized
American Green Inc 0.0%
Value ($000) $0 Shares 550,000 Est. Cost $0.00 Unrealized
Iconic Brands Inc 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.03 Unrealized