MERITAGE PORTFOLIO MANAGEMENT Diversified Active

CIK: 0000881432 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 8, 2016

Total Value ($000): $911,455 (100.0% shares, 0.0% debt)

Holdings (179)

IWD ISHARES RUSSELL 1000 VALUE 2.6%
Value ($000) $23,566 Shares 223,121 Est. Cost $99.59 Unrealized
AAPL APPLE COMPUTER INC 2.1%
Value ($000) $19,509 Shares 172,571 Est. Cost $21.12 Unrealized +14.7%
GOOGL ALPHABET INC CL A 2.0%
Value ($000) $17,784 Shares 22,118 Est. Cost $33.51 Unrealized +15.8%
NVDA NVIDIA CORP 1.9%
Value ($000) $17,668 Shares 257,846 Est. Cost $0.52 Unrealized +180.6%
AMZN AMAZON INC 1.9%
Value ($000) $16,928 Shares 20,217 Est. Cost $29.47 Unrealized +29.9%
SEB SEABOARD CORP 1.8%
Value ($000) $16,034 Shares 4,661 Est. Cost $2641.01 Unrealized +15.2%
XLP CONSUMER STAPLES SELECT SECTOR 1.6%
Value ($000) $14,762 Shares 277,422 Est. Cost $51.74 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 1.6%
Value ($000) $14,548 Shares 139,655 Est. Cost $96.00 Unrealized
HD HOME DEPOT INC 1.6%
Value ($000) $14,520 Shares 112,841 Est. Cost $68.36 Unrealized +55.6%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $13,441 Shares 113,780 Est. Cost $74.65 Unrealized +25.4%
ETR ENTERGY CORP 1.3%
Value ($000) $12,078 Shares 157,406 Est. Cost $22.50 Unrealized +23.1%
XLU UTILITIES SELECT SECTOR SPDR 1.3%
Value ($000) $11,531 Shares 235,379 Est. Cost $43.28 Unrealized
PRICELINE.COM INCORPORATED 1.2%
Value ($000) $11,381 Shares 7,734 Est. Cost $1353.09 Unrealized
AYI ACUITY BRANDS INC 1.2%
Value ($000) $10,542 Shares 39,840 Est. Cost $180.71 Unrealized +42.8%
DR PEPPER SNAPPLE GROUP INC 1.1%
Value ($000) $10,398 Shares 113,874 Est. Cost $70.59 Unrealized
MA MASTERCARD INC 1.1%
Value ($000) $9,760 Shares 95,894 Est. Cost $71.36 Unrealized +27.3%
TJX TJX COMPANIES 1.0%
Value ($000) $9,412 Shares 125,856 Est. Cost $24.62 Unrealized +39.3%
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $9,277 Shares 117,252 Est. Cost $71.20 Unrealized -18.9%
INGR INGREDION INC 1.0%
Value ($000) $9,165 Shares 68,880 Est. Cost $94.78 Unrealized +41.0%
CSCO CISCO SYSTEMS INC 1.0%
Value ($000) $8,913 Shares 280,983 Est. Cost $19.90 Unrealized +15.9%
FISV FISERV INC 0.9%
Value ($000) $8,295 Shares 83,394 Est. Cost $25.43 Unrealized +106.2%
OMC OMNICOM 0.9%
Value ($000) $8,157 Shares 95,959 Est. Cost $59.65 Unrealized +1.5%
EXC EXELON CORP 0.9%
Value ($000) $7,889 Shares 236,975 Est. Cost $14.18 Unrealized +27.6%
DLX DELUXE CORP 0.9%
Value ($000) $7,825 Shares 117,109 Est. Cost $30.03 Unrealized +53.2%
COHERENT INC 0.9%
Value ($000) $7,785 Shares 70,427 Est. Cost $63.15 Unrealized
AMGN AMGEN 0.8%
Value ($000) $7,651 Shares 45,862 Est. Cost $99.57 Unrealized +28.3%
DHR DANAHER CORP 0.8%
Value ($000) $7,238 Shares 92,331 Est. Cost $44.60 Unrealized +50.8%
SNPS SYNOPSYS 0.8%
Value ($000) $7,206 Shares 121,419 Est. Cost $35.82 Unrealized +58.5%
NICE NICE LTD SPONSORED ADR 0.8%
Value ($000) $7,189 Shares 107,399 Est. Cost $60.33 Unrealized
CL COLGATE-PALMOLIVE 0.8%
Value ($000) $7,129 Shares 96,154 Est. Cost $44.95 Unrealized +32.1%
T AT & T INC 0.8%
Value ($000) $7,098 Shares 174,794 Est. Cost $11.69 Unrealized +39.4%
HELE HELEN OF TROY CORP LTD 0.8%
Value ($000) $7,063 Shares 81,966 Est. Cost $92.93 Unrealized +0.9%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.8%
Value ($000) $6,879 Shares 47,615 Est. Cost $141.32 Unrealized +3.5%
ENERSYS 0.8%
Value ($000) $6,874 Shares 99,352 Est. Cost $60.16 Unrealized
RGA REINSURANCE GROUP OF AMERICA I 0.8%
Value ($000) $6,874 Shares 63,688 Est. Cost $64.13 Unrealized +59.2%
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $6,763 Shares 130,104 Est. Cost $26.67 Unrealized +23.4%
XLE ENERGY SELECT SECTOR SPDR 0.7%
Value ($000) $6,761 Shares 95,751 Est. Cost $64.21 Unrealized
BCE BCE INC ADR 0.7%
Value ($000) $6,676 Shares 144,575 Est. Cost $22.41 Unrealized +20.5%
CVX CHEVRON CORP 0.7%
Value ($000) $6,482 Shares 62,982 Est. Cost $66.59 Unrealized +2.8%
ROYAL DUTCH SHELL PLC-ADR A 0.7%
Value ($000) $6,460 Shares 129,015 Est. Cost $56.68 Unrealized
QCOM QUALCOMM 0.7%
Value ($000) $6,380 Shares 93,145 Est. Cost $38.42 Unrealized +22.1%
MO ALTRIA GROUP INC 0.7%
Value ($000) $6,297 Shares 99,596 Est. Cost $17.67 Unrealized +96.7%
UNF UNIFIRST CORP 0.7%
Value ($000) $6,183 Shares 46,894 Est. Cost $106.22 Unrealized +10.7%
FFIV F5 NETWORKS INC 0.7%
Value ($000) $6,061 Shares 48,627 Est. Cost $117.08 Unrealized +3.7%
AEE AMEREN CORP 0.6%
Value ($000) $5,924 Shares 120,456 Est. Cost $32.10 Unrealized +20.9%
PM PHILIP MORRIS INTERNATIONAL 0.6%
Value ($000) $5,904 Shares 60,720 Est. Cost $49.01 Unrealized +27.1%
REPYY REPSOL YPF S.A. (ADR) 0.6%
Value ($000) $5,903 Shares 432,410 Est. Cost $12.77 Unrealized
TORCHMARK CORP 0.6%
Value ($000) $5,866 Shares 91,816 Est. Cost $61.32 Unrealized
REYNOLDS AMERICAN INC 0.6%
Value ($000) $5,856 Shares 124,206 Est. Cost $48.21 Unrealized
VLO VALERO ENERGY CORP 0.6%
Value ($000) $5,827 Shares 109,930 Est. Cost $38.47 Unrealized -4.5%
IBM INTL BUSINESS MACHINES 0.6%
Value ($000) $5,779 Shares 36,380 Est. Cost $96.01 Unrealized +6.0%
UVV UNIVERSAL CORP 0.6%
Value ($000) $5,735 Shares 98,510 Est. Cost $44.27 Unrealized +33.3%
EG EVEREST RE GROUP LTD 0.6%
Value ($000) $5,722 Shares 30,118 Est. Cost $124.71 Unrealized +24.0%
THO THOR INDUSTRIES 0.6%
Value ($000) $5,711 Shares 67,422 Est. Cost $52.90 Unrealized +22.0%
LYB LYONDELLBASELL INDUSTRIES NV 0.6%
Value ($000) $5,705 Shares 70,730 Est. Cost $46.32 Unrealized -2.7%
UBIQUITI NETWORKS INC 0.6%
Value ($000) $5,686 Shares 106,278 Est. Cost $38.66 Unrealized
GD GENERAL DYNAMICS CORP 0.6%
Value ($000) $5,667 Shares 36,521 Est. Cost $115.47 Unrealized +5.3%
MTD METTLER-TOLEDO INTERNATIONAL 0.6%
Value ($000) $5,657 Shares 13,475 Est. Cost $316.01 Unrealized +25.6%
GRMN GARMIN LTD ADR 0.6%
Value ($000) $5,593 Shares 116,269 Est. Cost $26.16 Unrealized +47.0%
MCK MCKESSON CORP 0.6%
Value ($000) $5,587 Shares 33,504 Est. Cost $173.09 Unrealized 0.0%
HPQ HP INC 0.6%
Value ($000) $5,565 Shares 358,372 Est. Cost $10.47 Unrealized 0.0%
PRU PRUDENTIAL FINANCIAL INC 0.6%
Value ($000) $5,532 Shares 67,751 Est. Cost $39.23 Unrealized +28.1%
AETNA INC 0.6%
Value ($000) $5,522 Shares 47,826 Est. Cost $84.66 Unrealized
RCI ROGERS COMMUNICATIONS CL B ADR 0.6%
Value ($000) $5,485 Shares 129,285 Est. Cost $38.95 Unrealized +10.2%
BIIB BIOGEN INC 0.6%
Value ($000) $5,455 Shares 17,427 Est. Cost $299.10 Unrealized -1.0%
BP B P PLC-SPON ADR 0.6%
Value ($000) $5,428 Shares 154,400 Est. Cost $38.45 Unrealized
CVS CVS HEALTH CORP 0.6%
Value ($000) $5,396 Shares 60,631 Est. Cost $42.13 Unrealized +68.3%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $5,368 Shares 38,346 Est. Cost $51.21 Unrealized +135.3%
IVZ INVESCO LTD SHS 0.6%
Value ($000) $5,348 Shares 171,035 Est. Cost $19.11 Unrealized -0.1%
AON PLC ADR 0.6%
Value ($000) $5,299 Shares 47,107 Est. Cost $90.14 Unrealized
LEXMARK INTL GROUP INC CL A 0.6%
Value ($000) $5,280 Shares 132,140 Est. Cost $39.96 Unrealized
MRK MERCK & CO INC 0.6%
Value ($000) $5,259 Shares 84,259 Est. Cost $36.03 Unrealized +21.4%
RAYTHEON COMPANY 0.6%
Value ($000) $5,243 Shares 38,518 Est. Cost $101.72 Unrealized
AZZ AZZ INC 0.6%
Value ($000) $5,194 Shares 79,571 Est. Cost $48.55 Unrealized +15.5%
PFE PFIZER INC 0.6%
Value ($000) $5,169 Shares 152,608 Est. Cost $17.48 Unrealized +27.3%
ASPEN INSURANCE HOLDINGS LTD 0.6%
Value ($000) $5,168 Shares 110,933 Est. Cost $47.21 Unrealized
META FACEBOOK INC. 0.6%
Value ($000) $5,137 Shares 40,048 Est. Cost $123.28 Unrealized 0.0%
NATIONAL GRID PLC (ADR) 0.6%
Value ($000) $5,135 Shares 72,220 Est. Cost $64.60 Unrealized
ICLR ICON PLC 0.6%
Value ($000) $5,067 Shares 65,487 Est. Cost $43.18 Unrealized +74.0%
HMN HORACE MANN EDUCATORS CORP 0.6%
Value ($000) $5,035 Shares 137,389 Est. Cost $23.67 Unrealized +49.6%
MXL MAXLINEAR INC 0.5%
Value ($000) $5,004 Shares 246,850 Est. Cost $19.64 Unrealized 0.0%
MICHAEL KORS HOLDINGS LTD 0.5%
Value ($000) $4,952 Shares 105,830 Est. Cost $42.74 Unrealized
ISRG INTUITIVE SURGICAL INC 0.5%
Value ($000) $4,942 Shares 6,818 Est. Cost $76.57 Unrealized 0.0%
DOMTAR CORP 0.5%
Value ($000) $4,908 Shares 132,177 Est. Cost $35.60 Unrealized
GANNETT INC 0.5%
Value ($000) $4,898 Shares 420,730 Est. Cost $14.40 Unrealized
RED HAT INC 0.5%
Value ($000) $4,886 Shares 60,453 Est. Cost $74.52 Unrealized
CITRIX SYS INC 0.5%
Value ($000) $4,884 Shares 57,313 Est. Cost $78.59 Unrealized
SPIRIT AEROSYS HLDGS I COM CL 0.5%
Value ($000) $4,861 Shares 109,127 Est. Cost $43.00 Unrealized
EXELON CORP 6.5% CONV PFD 6/1/ 0.5%
Value ($000) $4,854 Shares 103,865 Est. Cost $51.07 Unrealized
OHI OMEGA HEALTHCARE INVESTORS INC 0.5%
Value ($000) $4,852 Shares 136,865 Est. Cost $34.73 Unrealized
BA BOEING CO 0.5%
Value ($000) $4,848 Shares 36,798 Est. Cost $118.23 Unrealized +2.2%
TESSERA TECHNOLOGIES INC. 0.5%
Value ($000) $4,828 Shares 125,593 Est. Cost $32.37 Unrealized
AMAT APPLIED MATLS INC 0.5%
Value ($000) $4,780 Shares 158,555 Est. Cost $25.12 Unrealized 0.0%
GME GAMESTOP CORP 0.5%
Value ($000) $4,762 Shares 172,595 Est. Cost $5.61 Unrealized +3.0%
TERADATA CORPORATION 0.5%
Value ($000) $4,736 Shares 152,779 Est. Cost $25.07 Unrealized
CIGNA CORP 0.5%
Value ($000) $4,734 Shares 36,328 Est. Cost $101.42 Unrealized
AME AMETEK INC 0.5%
Value ($000) $4,705 Shares 98,469 Est. Cost $39.32 Unrealized +13.7%
VOX VANGUARD TELECOM SERVICES ETF 0.5%
Value ($000) $4,681 Shares 49,588 Est. Cost $78.81 Unrealized
CHKP CHECK POINT SOFTWARE TECH 0.5%
Value ($000) $4,676 Shares 60,248 Est. Cost $48.76 Unrealized +59.1%
SPY S & P 500 DEPOSITARY RECEIPT 0.5%
Value ($000) $4,673 Shares 21,606 Est. Cost $191.50 Unrealized
TEVA TEVA PHARMACEUTICAL ADS 0.5%
Value ($000) $4,659 Shares 101,262 Est. Cost $40.12 Unrealized
EPD ENTERPRISE PRODS PARTNERS L.P. 0.5%
Value ($000) $4,625 Shares 167,395 Est. Cost $26.89 Unrealized
KSS KOHLS CORP 0.5%
Value ($000) $4,617 Shares 105,540 Est. Cost $39.74 Unrealized +5.4%
LUV SOUTHWEST AIRLINES 0.5%
Value ($000) $4,594 Shares 118,132 Est. Cost $33.98 Unrealized +0.0%
ANTHEM INC 5.25% CONV PFD 5/1/ 0.5%
Value ($000) $4,546 Shares 104,575 Est. Cost $44.72 Unrealized
CENTURYLINK 0.5%
Value ($000) $4,542 Shares 165,586 Est. Cost $33.40 Unrealized
TOTAL SA 0.5%
Value ($000) $4,501 Shares 94,345 Est. Cost $48.63 Unrealized
UTHR UNITED THERAPEUTIC DEL 0.5%
Value ($000) $4,454 Shares 37,718 Est. Cost $120.15 Unrealized 0.0%
ORI OLD REPUBLIC INTL 0.5%
Value ($000) $4,341 Shares 246,365 Est. Cost $6.83 Unrealized +36.7%
PEG PUBLIC SERVICE ENTERPRISE GRP 0.5%
Value ($000) $4,302 Shares 102,752 Est. Cost $22.57 Unrealized +41.1%
TARO PHARMACEUTICAL IND 0.5%
Value ($000) $4,251 Shares 38,465 Est. Cost $143.50 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $4,182 Shares 98,819 Est. Cost $27.89 Unrealized +16.7%
AB ALLIANCEBERNSTEIN HOLDING LP 0.4%
Value ($000) $4,099 Shares 179,770 Est. Cost $25.20 Unrealized
VOYA VOYA FINANCIAL INC 0.4%
Value ($000) $4,076 Shares 141,437 Est. Cost $31.83 Unrealized -23.0%
UNM UNUM GROUP 0.4%
Value ($000) $4,070 Shares 115,251 Est. Cost $33.83 Unrealized 0.0%
ARCC ARES CAPITAL CORPORATION 0.4%
Value ($000) $3,947 Shares 254,645 Est. Cost $6.30 Unrealized 0.0%
ETN EATON CORP PLC 0.4%
Value ($000) $3,918 Shares 59,625 Est. Cost $46.15 Unrealized +14.6%
IXP ISHARES S&P GLOBAL TELECOMMUNI 0.4%
Value ($000) $3,883 Shares 62,783 Est. Cost $61.19 Unrealized
SLRC SOLAR CAPITAL LTD 0.4%
Value ($000) $3,871 Shares 188,670 Est. Cost $7.00 Unrealized +19.2%
BLX BANCO LATINOAMERICANO DE EXPOR 0.4%
Value ($000) $3,858 Shares 136,900 Est. Cost $16.26 Unrealized -3.2%
SNA SNAP-ON INC 0.4%
Value ($000) $3,849 Shares 25,329 Est. Cost $102.66 Unrealized +19.8%
EMR EMERSON ELECTRIC 0.4%
Value ($000) $3,756 Shares 68,890 Est. Cost $41.54 Unrealized +1.8%
WNS HOLDINGS LIMITED ADR 0.4%
Value ($000) $3,741 Shares 124,920 Est. Cost $22.51 Unrealized
II-VI INC 0.4%
Value ($000) $3,736 Shares 153,571 Est. Cost $21.71 Unrealized
MPT MEDICAL PROPERTIES TRUST INC. 0.4%
Value ($000) $3,714 Shares 251,460 Est. Cost $12.25 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $3,696 Shares 15,420 Est. Cost $82.30 Unrealized +136.7%
JAZZ JAZZ PHARMACEUTICALS PLC 0.4%
Value ($000) $3,672 Shares 30,225 Est. Cost $147.42 Unrealized -8.6%
CHARLES SCHWAB 5.95% PFD 6/1/2 0.4%
Value ($000) $3,669 Shares 134,810 Est. Cost $26.05 Unrealized
PUBLIC STORAGE 5.125% PFD 0.4%
Value ($000) $3,666 Shares 140,350 Est. Cost $25.89 Unrealized
CTSH COGNIZANT TECH SOLUTIONS CL A 0.4%
Value ($000) $3,665 Shares 76,815 Est. Cost $44.40 Unrealized +13.6%
STAPLES INC 0.4%
Value ($000) $3,623 Shares 423,745 Est. Cost $8.55 Unrealized
MAIDEN HOLDINGS LTD 0.4%
Value ($000) $3,517 Shares 277,140 Est. Cost $12.24 Unrealized
MYGN MYRIAD GENETICS INC 0.4%
Value ($000) $3,461 Shares 168,189 Est. Cost $25.36 Unrealized 0.0%
TER TERADYNE INC 0.3%
Value ($000) $2,854 Shares 132,260 Est. Cost $18.42 Unrealized +6.1%
PFG PRINCIPAL FINANCIAL GROUP INC 0.3%
Value ($000) $2,810 Shares 54,550 Est. Cost $29.45 Unrealized +11.8%
BIGGQ BIG LOTS INC 0.3%
Value ($000) $2,693 Shares 56,390 Est. Cost $40.02 Unrealized 0.0%
JUNIPER NETWORKS INC 0.3%
Value ($000) $2,647 Shares 110,030 Est. Cost $24.06 Unrealized
FIDELITY & GUARANTY LIFE 0.3%
Value ($000) $2,562 Shares 110,475 Est. Cost $23.62 Unrealized
HURN HURON CONSULTING GROUP 0.3%
Value ($000) $2,556 Shares 42,778 Est. Cost $61.80 Unrealized 0.0%
PPC PILGRIMS PRIDE CORP 0.3%
Value ($000) $2,450 Shares 115,990 Est. Cost $23.20 Unrealized 0.0%
COLUMBIA PIPELINE PARTNERS LP 0.3%
Value ($000) $2,371 Shares 146,930 Est. Cost $16.14 Unrealized
UMBF UMB FINL CORP 0.2%
Value ($000) $2,181 Shares 36,686 Est. Cost $50.96 Unrealized +12.4%
DVY ISHARES DOW JONES SELECT DIVID 0.2%
Value ($000) $1,683 Shares 19,643 Est. Cost $78.41 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1,302 Shares 34,496 Est. Cost $18.80 Unrealized +52.3%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,105 Shares 14,050 Est. Cost $62.13 Unrealized -2.4%
DST SYSTEMS INC. 0.1%
Value ($000) $1,053 Shares 8,930 Est. Cost $96.09 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $951 Shares 13,184 Est. Cost $20.76 Unrealized -0.8%
USB US BANCORP 0.1%
Value ($000) $919 Shares 21,446 Est. Cost $23.80 Unrealized +25.9%
GENERAL ELECTRIC 0.1%
Value ($000) $788 Shares 26,580 Est. Cost $24.41 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $751 Shares 8,905 Est. Cost $74.18 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $735 Shares 8,425 Est. Cost $52.46 Unrealized +11.6%
JPMORGAN ALERIAN MLP INDEX ETN 0.1%
Value ($000) $733 Shares 23,285 Est. Cost $31.67 Unrealized
KANSAS CITY SOUTHERN 0.1%
Value ($000) $653 Shares 7,000 Est. Cost $107.57 Unrealized
IVE ISHARES S&P 500 VALUE INDEX 0.1%
Value ($000) $634 Shares 6,680 Est. Cost $92.27 Unrealized
IJR ISHARES S&P SMALLCAP 600 0.1%
Value ($000) $597 Shares 4,805 Est. Cost $91.00 Unrealized
PEP PEPSICO 0.1%
Value ($000) $567 Shares 5,209 Est. Cost $60.09 Unrealized +34.9%
MSFT MICROSOFT CORP 0.1%
Value ($000) $560 Shares 9,720 Est. Cost $32.93 Unrealized +52.7%
SWTSX SCHWAB TOTAL STOCK MARKET INDE 0.1%
Value ($000) $525 Shares 13,436 Est. Cost $29.65 Unrealized
DUPONT (EI) DE NEMOURS 0.1%
Value ($000) $502 Shares 7,500 Est. Cost $53.83 Unrealized
SSO PROSHARES ULTRA S&P 500 0.1%
Value ($000) $483 Shares 6,800 Est. Cost $90.13 Unrealized
MCD MCDONALDS 0.0%
Value ($000) $450 Shares 3,900 Est. Cost $71.80 Unrealized +31.7%
NSRGY NESTLE S.A. ADR 0.0%
Value ($000) $441 Shares 5,586 Est. Cost $67.26 Unrealized
BRK/A BERKSHIRE HATHAWAY INC-CL A 0.0%
Value ($000) $432 Shares 2 Est. Cost $206031.66 Unrealized +6.5%
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $431 Shares 4,802 Est. Cost $58.79 Unrealized +14.8%
LLY LILLY (ELI) 0.0%
Value ($000) $401 Shares 5,002 Est. Cost $42.63 Unrealized +60.9%
AGTHX GROWTH FD AMER INC COM 0.0%
Value ($000) $381 Shares 8,646 Est. Cost $41.49 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $370 Shares 2,945 Est. Cost $125.64 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $361 Shares 1,945 Est. Cost $144.79 Unrealized
IWM ISHARES RUSSELL 2000 0.0%
Value ($000) $332 Shares 2,670 Est. Cost $99.83 Unrealized
CERNER CORP 0.0%
Value ($000) $327 Shares 5,288 Est. Cost $59.67 Unrealized
BROOKFIELD ASSET MANAGEMENT IN 0.0%
Value ($000) $317 Shares 9,000 Est. Cost $35.63 Unrealized
ANEFX NEW ECONOMY FD SH BEN INT 0.0%
Value ($000) $277 Shares 7,487 Est. Cost $34.18 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $247 Shares 2,507 Est. Cost $9.55 Unrealized 0.0%
AIVSX AMERICAN INVEST CO OF AMERICA 0.0%
Value ($000) $238 Shares 6,495 Est. Cost $35.47 Unrealized
GOOG ALPHABET INC CL C 0.0%
Value ($000) $225 Shares 289 Est. Cost $37.69 Unrealized 0.0%
SCHB SCHWAB US BROAD MARKET ETF 0.0%
Value ($000) $212 Shares 4,055 Est. Cost $50.36 Unrealized
PROTEON THERAPEUTICS INC 0.0%
Value ($000) $133 Shares 14,289 Est. Cost $17.85 Unrealized
TITAN MEDICAL INC. 0.0%
Value ($000) $9 Shares 34,500 Est. Cost $1.62 Unrealized
BUKS BUTLER NATL CORP 0.0%
Value ($000) $2 Shares 10,000 Est. Cost $0.17 Unrealized +17.9%