MERITAGE PORTFOLIO MANAGEMENT Diversified Active

CIK: 0000881432 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Apr 25, 2017

Total Value ($000): $953,456 (100.0% shares, 0.0% debt)

Holdings (190)

AAPL APPLE COMPUTER INC 2.6%
Value ($000) $24,976 Shares 173,850 Est. Cost $21.25 Unrealized +43.3%
AMZN AMAZON INC 2.3%
Value ($000) $21,761 Shares 24,546 Est. Cost $31.64 Unrealized +31.7%
SEB SEABOARD CORP 2.0%
Value ($000) $19,434 Shares 4,661 Est. Cost $2641.01 Unrealized +44.9%
GOOGL ALPHABET INC CL A 2.0%
Value ($000) $18,750 Shares 22,117 Est. Cost $33.51 Unrealized +24.5%
IWF ISHARES RUSSELL 1000 GROWTH 1.9%
Value ($000) $18,221 Shares 160,111 Est. Cost $103.09 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $17,619 Shares 267,522 Est. Cost $54.54 Unrealized +6.1%
HD HOME DEPOT INC 1.7%
Value ($000) $16,514 Shares 112,468 Est. Cost $68.36 Unrealized +67.3%
XLP CONSUMER STAPLES SELECT SECTOR 1.6%
Value ($000) $15,088 Shares 276,444 Est. Cost $51.74 Unrealized
MA MASTERCARD INC 1.6%
Value ($000) $14,844 Shares 131,978 Est. Cost $80.43 Unrealized +29.6%
THO THOR INDUSTRIES 1.5%
Value ($000) $14,549 Shares 151,343 Est. Cost $71.89 Unrealized +20.8%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $14,108 Shares 113,265 Est. Cost $74.65 Unrealized +25.1%
PRICELINE.COM INCORPORATED 1.4%
Value ($000) $13,716 Shares 7,706 Est. Cost $1353.09 Unrealized
NVDA NVIDIA CORP 1.3%
Value ($000) $12,331 Shares 113,199 Est. Cost $0.52 Unrealized +407.1%
ETR ENTERGY CORP 1.2%
Value ($000) $11,377 Shares 149,777 Est. Cost $22.50 Unrealized +16.2%
LAM RESEARCH 1.1%
Value ($000) $10,122 Shares 78,859 Est. Cost $128.36 Unrealized
IBB ISHARES NASDAQ BIOTECH ETF 1.1%
Value ($000) $10,094 Shares 34,418 Est. Cost $265.39 Unrealized
FISV FISERV INC 1.0%
Value ($000) $9,589 Shares 83,156 Est. Cost $25.43 Unrealized +120.7%
CSCO CISCO SYSTEMS INC 1.0%
Value ($000) $9,438 Shares 279,226 Est. Cost $19.90 Unrealized +24.3%
XLE ENERGY SELECT SECTOR SPDR 1.0%
Value ($000) $9,180 Shares 131,332 Est. Cost $66.82 Unrealized
DLX DELUXE CORP 0.9%
Value ($000) $8,446 Shares 117,029 Est. Cost $30.30 Unrealized +64.8%
OMC OMNICOM 0.9%
Value ($000) $8,254 Shares 95,741 Est. Cost $59.65 Unrealized +4.7%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.9%
Value ($000) $8,177 Shares 49,060 Est. Cost $142.32 Unrealized +17.6%
BIIB BIOGEN INC 0.8%
Value ($000) $7,898 Shares 28,885 Est. Cost $292.01 Unrealized -3.2%
DHR DANAHER CORP 0.8%
Value ($000) $7,890 Shares 92,248 Est. Cost $44.60 Unrealized +59.8%
RGA REINSURANCE GROUP OF AMERICA I 0.8%
Value ($000) $7,867 Shares 61,954 Est. Cost $65.14 Unrealized +94.8%
ROCK GIBRALTAR INDUSTRIES INC 0.8%
Value ($000) $7,755 Shares 188,231 Est. Cost $41.84 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE 0.8%
Value ($000) $7,549 Shares 65,677 Est. Cost $99.59 Unrealized
AMGN AMGEN 0.8%
Value ($000) $7,503 Shares 45,730 Est. Cost $99.57 Unrealized +27.7%
NICE NICE LTD SPONSORED ADR 0.8%
Value ($000) $7,289 Shares 107,219 Est. Cost $60.42 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.7%
Value ($000) $7,047 Shares 66,053 Est. Cost $39.86 Unrealized +80.0%
STT STATE STREET CORPORATION 0.7%
Value ($000) $7,028 Shares 88,282 Est. Cost $57.54 Unrealized +5.9%
CL COLGATE-PALMOLIVE 0.7%
Value ($000) $7,017 Shares 95,879 Est. Cost $44.95 Unrealized +26.5%
EG EVEREST RE GROUP LTD 0.7%
Value ($000) $7,014 Shares 29,999 Est. Cost $124.71 Unrealized +52.4%
MXL MAXLINEAR INC 0.7%
Value ($000) $6,927 Shares 246,935 Est. Cost $19.64 Unrealized +30.6%
TORCHMARK CORP 0.7%
Value ($000) $6,855 Shares 88,981 Est. Cost $61.32 Unrealized
VOYA VOYA FINANCIAL INC 0.7%
Value ($000) $6,755 Shares 177,953 Est. Cost $31.90 Unrealized +13.3%
MO ALTRIA GROUP INC 0.7%
Value ($000) $6,604 Shares 92,464 Est. Cost $17.67 Unrealized +118.2%
DELPHI AUTOMOTIVE PLC 0.7%
Value ($000) $6,435 Shares 79,950 Est. Cost $80.49 Unrealized
AEE AMEREN CORP 0.7%
Value ($000) $6,434 Shares 117,857 Est. Cost $32.30 Unrealized +28.2%
ROYAL DUTCH SHELL PLC-ADR A 0.7%
Value ($000) $6,433 Shares 121,997 Est. Cost $56.68 Unrealized
MTD METTLER-TOLEDO INTERNATIONAL 0.7%
Value ($000) $6,425 Shares 13,415 Est. Cost $316.01 Unrealized +44.6%
CVX CHEVRON CORP 0.7%
Value ($000) $6,412 Shares 59,723 Est. Cost $66.59 Unrealized +15.3%
PM PHILIP MORRIS INTERNATIONAL 0.7%
Value ($000) $6,378 Shares 56,485 Est. Cost $49.01 Unrealized +33.8%
TTC TORO COMPANY 0.7%
Value ($000) $6,334 Shares 101,415 Est. Cost $59.63 Unrealized 0.0%
LUV SOUTHWEST AIRLINES 0.7%
Value ($000) $6,230 Shares 115,889 Est. Cost $34.25 Unrealized +41.0%
BA BOEING CO 0.7%
Value ($000) $6,224 Shares 35,190 Est. Cost $118.23 Unrealized +34.3%
SPIRIT AEROSYS HLDGS I COM CL 0.6%
Value ($000) $6,179 Shares 106,677 Est. Cost $43.28 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $6,157 Shares 37,539 Est. Cost $52.67 Unrealized +169.8%
AMAT APPLIED MATLS INC 0.6%
Value ($000) $6,144 Shares 157,936 Est. Cost $25.12 Unrealized +29.6%
REPYY REPSOL YPF S.A. (ADR) 0.6%
Value ($000) $6,126 Shares 395,150 Est. Cost $12.77 Unrealized
TREX TREX CO INC 0.6%
Value ($000) $6,111 Shares 88,070 Est. Cost $15.64 Unrealized +10.2%
NDSN NORDSON CORP 0.6%
Value ($000) $6,011 Shares 48,936 Est. Cost $107.93 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECH 0.6%
Value ($000) $6,001 Shares 58,457 Est. Cost $48.76 Unrealized +101.0%
LYB LYONDELLBASELL INDUSTRIES NV 0.6%
Value ($000) $5,965 Shares 65,415 Est. Cost $46.32 Unrealized +17.0%
TFX TELEFLEX INC 0.6%
Value ($000) $5,909 Shares 30,501 Est. Cost $147.65 Unrealized +15.8%
AETNA INC 0.6%
Value ($000) $5,908 Shares 46,318 Est. Cost $85.18 Unrealized
IBM INTL BUSINESS MACHINES 0.6%
Value ($000) $5,899 Shares 33,873 Est. Cost $96.01 Unrealized +19.1%
HPQ HP INC 0.6%
Value ($000) $5,896 Shares 329,712 Est. Cost $10.47 Unrealized +15.5%
EA ELECTRONIC ARTS INC 0.6%
Value ($000) $5,884 Shares 65,730 Est. Cost $82.78 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $5,867 Shares 120,354 Est. Cost $26.67 Unrealized +17.8%
WELL WELLTOWER INC 0.6%
Value ($000) $5,841 Shares 82,470 Est. Cost $47.30 Unrealized +3.2%
RAYTHEON COMPANY 0.6%
Value ($000) $5,734 Shares 37,599 Est. Cost $102.43 Unrealized
MMS MAXIMUS INC 0.6%
Value ($000) $5,668 Shares 91,120 Est. Cost $58.78 Unrealized 0.0%
ASPEN INSURANCE HOLDINGS LTD 0.6%
Value ($000) $5,654 Shares 108,626 Est. Cost $47.26 Unrealized
ENTG ENTEGRIS INC 0.6%
Value ($000) $5,643 Shares 241,139 Est. Cost $19.78 Unrealized 0.0%
FLEX FLEX LTD 0.6%
Value ($000) $5,641 Shares 335,764 Est. Cost $10.68 Unrealized +12.1%
SWKS SKYWORKS SOLUTIONS INC. 0.6%
Value ($000) $5,639 Shares 57,551 Est. Cost $68.13 Unrealized +10.8%
AON PLC ADR 0.6%
Value ($000) $5,597 Shares 47,155 Est. Cost $90.14 Unrealized
C CITIGROUP INC 0.6%
Value ($000) $5,591 Shares 93,460 Est. Cost $44.67 Unrealized 0.0%
UNILEVER PLC SPON ADR 0.6%
Value ($000) $5,545 Shares 112,385 Est. Cost $40.70 Unrealized
HMN HORACE MANN EDUCATORS CORP 0.6%
Value ($000) $5,543 Shares 135,022 Est. Cost $24.17 Unrealized +73.4%
WNS HOLDINGS LIMITED ADR 0.6%
Value ($000) $5,534 Shares 193,414 Est. Cost $24.82 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.6%
Value ($000) $5,515 Shares 105,220 Est. Cost $49.74 Unrealized
ENERSYS 0.6%
Value ($000) $5,488 Shares 69,522 Est. Cost $60.16 Unrealized
RRX REGAL-BELOIT CORPORATION 0.6%
Value ($000) $5,478 Shares 72,406 Est. Cost $73.69 Unrealized 0.0%
PPC PILGRIMS PRIDE CORP 0.6%
Value ($000) $5,458 Shares 242,510 Est. Cost $21.32 Unrealized -5.1%
GRMN GARMIN LTD ADR 0.6%
Value ($000) $5,422 Shares 106,094 Est. Cost $26.16 Unrealized +53.2%
AME AMETEK INC 0.6%
Value ($000) $5,289 Shares 97,805 Est. Cost $39.32 Unrealized +26.4%
UNM UNUM GROUP 0.6%
Value ($000) $5,262 Shares 112,220 Est. Cost $34.00 Unrealized +37.7%
BIGGQ BIG LOTS INC 0.5%
Value ($000) $5,212 Shares 107,065 Est. Cost $39.89 Unrealized -0.3%
CIGNA CORP 0.5%
Value ($000) $5,210 Shares 35,566 Est. Cost $101.42 Unrealized
ISRG INTUITIVE SURGICAL INC 0.5%
Value ($000) $5,208 Shares 6,795 Est. Cost $76.57 Unrealized +3.2%
UTHR UNITED THERAPEUTIC DEL 0.5%
Value ($000) $5,117 Shares 37,801 Est. Cost $120.57 Unrealized +25.6%
MASI MASIMO CORPORATION 0.5%
Value ($000) $5,109 Shares 54,777 Est. Cost $82.32 Unrealized 0.0%
ICLR ICON PLC 0.5%
Value ($000) $5,095 Shares 63,907 Est. Cost $43.18 Unrealized +89.6%
REYNOLDS AMERICAN INC 0.5%
Value ($000) $5,064 Shares 80,353 Est. Cost $48.21 Unrealized
INGERSOLL-RAND PLC 0.5%
Value ($000) $5,063 Shares 62,260 Est. Cost $81.32 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $4,969 Shares 78,199 Est. Cost $36.03 Unrealized +27.8%
VNQ VANGUARD REIT ETF 0.5%
Value ($000) $4,966 Shares 60,125 Est. Cost $82.53 Unrealized
T AT & T INC 0.5%
Value ($000) $4,897 Shares 117,859 Est. Cost $11.69 Unrealized +43.2%
IVZ INVESCO LTD SHS 0.5%
Value ($000) $4,869 Shares 158,945 Est. Cost $19.11 Unrealized +8.3%
BP B P PLC-SPON ADR 0.5%
Value ($000) $4,857 Shares 140,710 Est. Cost $38.45 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $4,848 Shares 141,723 Est. Cost $17.48 Unrealized +22.5%
CITRIX SYS INC 0.5%
Value ($000) $4,754 Shares 57,012 Est. Cost $78.59 Unrealized
VEREIT INC 0.5%
Value ($000) $4,725 Shares 556,540 Est. Cost $8.46 Unrealized
SNPS SYNOPSYS 0.5%
Value ($000) $4,674 Shares 64,799 Est. Cost $36.40 Unrealized +83.9%
ORI OLD REPUBLIC INTL 0.5%
Value ($000) $4,637 Shares 226,435 Est. Cost $6.83 Unrealized +48.0%
CENTURYLINK 0.5%
Value ($000) $4,610 Shares 195,590 Est. Cost $31.82 Unrealized
VLO VALERO ENERGY CORP 0.5%
Value ($000) $4,584 Shares 69,145 Est. Cost $38.47 Unrealized +22.2%
FHI FEDERATED INVESTORS CL B 0.5%
Value ($000) $4,568 Shares 173,435 Est. Cost $18.35 Unrealized -1.0%
RIO RIO TINTO PLC SPONSORED ADR 0.5%
Value ($000) $4,538 Shares 111,555 Est. Cost $38.86 Unrealized
PRA HEALTH SCIENCES INC 0.5%
Value ($000) $4,527 Shares 69,400 Est. Cost $65.23 Unrealized
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $4,517 Shares 19,661 Est. Cost $168.30 Unrealized +18.9%
DOMTAR CORP 0.5%
Value ($000) $4,435 Shares 121,463 Est. Cost $35.60 Unrealized
TOTAL SA 0.5%
Value ($000) $4,326 Shares 85,810 Est. Cost $48.63 Unrealized
EXC EXELON CORP 0.4%
Value ($000) $4,283 Shares 119,044 Est. Cost $14.18 Unrealized +31.9%
SNA SNAP-ON INC 0.4%
Value ($000) $4,249 Shares 25,192 Est. Cost $103.04 Unrealized +34.0%
CELGENE CORP 0.4%
Value ($000) $4,203 Shares 33,775 Est. Cost $124.44 Unrealized
SPY S & P 500 DEPOSITARY RECEIPT 0.4%
Value ($000) $4,202 Shares 17,824 Est. Cost $191.50 Unrealized
OXY OCCIDENTAL PETE CP DEL 0.4%
Value ($000) $4,174 Shares 65,880 Est. Cost $52.10 Unrealized 0.0%
PEG PUBLIC SERVICE ENTERPRISE GRP 0.4%
Value ($000) $4,173 Shares 94,082 Est. Cost $22.57 Unrealized +44.2%
ETN EATON CORP PLC 0.4%
Value ($000) $4,121 Shares 55,580 Est. Cost $46.15 Unrealized +27.8%
KO COCA COLA CO 0.4%
Value ($000) $4,097 Shares 96,534 Est. Cost $27.89 Unrealized +13.0%
ARCC ARES CAPITAL CORPORATION 0.4%
Value ($000) $4,084 Shares 234,950 Est. Cost $6.30 Unrealized +18.1%
CHINA PETROLEUM & CHEMICAL COR 0.4%
Value ($000) $4,038 Shares 49,540 Est. Cost $81.51 Unrealized
MPT MEDICAL PROPERTIES TRUST INC. 0.4%
Value ($000) $4,023 Shares 312,077 Est. Cost $12.26 Unrealized
TER TERADYNE INC 0.4%
Value ($000) $3,990 Shares 128,287 Est. Cost $18.53 Unrealized +46.9%
SLRC SOLAR CAPITAL LTD 0.4%
Value ($000) $3,901 Shares 172,530 Est. Cost $7.00 Unrealized +34.4%
EPD ENTERPRISE PRODS PARTNERS L.P. 0.4%
Value ($000) $3,876 Shares 140,395 Est. Cost $26.89 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $3,868 Shares 14,455 Est. Cost $82.30 Unrealized +151.3%
KSS KOHLS CORP 0.4%
Value ($000) $3,853 Shares 96,784 Est. Cost $39.74 Unrealized +2.7%
BMO BANK OF MONTREAL 0.4%
Value ($000) $3,808 Shares 50,908 Est. Cost $46.20 Unrealized +14.3%
TGT TARGET CORP 0.4%
Value ($000) $3,805 Shares 68,945 Est. Cost $47.99 Unrealized 0.0%
POWER FINANCIAL CORPORATION AD 0.4%
Value ($000) $3,622 Shares 136,830 Est. Cost $26.47 Unrealized
MAIDEN HOLDINGS LTD 0.4%
Value ($000) $3,606 Shares 257,590 Est. Cost $12.24 Unrealized
INGR INGREDION INC 0.4%
Value ($000) $3,522 Shares 29,243 Est. Cost $94.78 Unrealized +29.0%
AB ALLIANCEBERNSTEIN HOLDING LP 0.4%
Value ($000) $3,490 Shares 152,740 Est. Cost $25.20 Unrealized
BLX BANCO LATINOAMERICANO DE EXPOR 0.4%
Value ($000) $3,465 Shares 124,910 Est. Cost $16.26 Unrealized -0.5%
STAPLES INC 0.4%
Value ($000) $3,460 Shares 394,560 Est. Cost $8.55 Unrealized
LAZARD LTD 0.3%
Value ($000) $3,203 Shares 69,650 Est. Cost $41.09 Unrealized
DEVRY EDUCATION GROUP INC 0.3%
Value ($000) $3,034 Shares 85,590 Est. Cost $35.45 Unrealized
FIDELITY & GUARANTY LIFE 0.3%
Value ($000) $2,979 Shares 107,160 Est. Cost $23.62 Unrealized
QCOM QUALCOMM 0.3%
Value ($000) $2,916 Shares 50,864 Est. Cost $38.42 Unrealized +18.5%
CVS CVS HEALTH CORP 0.3%
Value ($000) $2,840 Shares 36,183 Est. Cost $47.72 Unrealized +27.0%
SANM SANMINA CORP 0.3%
Value ($000) $2,811 Shares 69,235 Est. Cost $38.68 Unrealized 0.0%
VSH VISHAY INTERTECHNOLOGY 0.3%
Value ($000) $2,806 Shares 170,580 Est. Cost $13.75 Unrealized 0.0%
HELE HELEN OF TROY CORP LTD 0.3%
Value ($000) $2,770 Shares 29,410 Est. Cost $94.35 Unrealized 0.0%
BHE BENCHMARK ELECTRONICS INC 0.3%
Value ($000) $2,769 Shares 87,061 Est. Cost $26.02 Unrealized 0.0%
IOSP INNOSPEC INC 0.3%
Value ($000) $2,670 Shares 41,235 Est. Cost $56.85 Unrealized +4.2%
WU WESTERN UNION CO 0.3%
Value ($000) $2,399 Shares 117,870 Est. Cost $20.35 Unrealized
PLD PROLOGIS INC 0.2%
Value ($000) $2,372 Shares 45,720 Est. Cost $39.63 Unrealized 0.0%
NABZY NATIONAL AUSTRALIA BK SPONSORE 0.2%
Value ($000) $2,362 Shares 184,710 Est. Cost $12.79 Unrealized
BHP BILLITON PLC (ADR) 0.2%
Value ($000) $2,316 Shares 74,340 Est. Cost $31.15 Unrealized
UMBF UMB FINL CORP 0.2%
Value ($000) $2,311 Shares 30,686 Est. Cost $50.96 Unrealized +50.2%
BDN BRANDYWINE REALTY TRUST 0.2%
Value ($000) $2,307 Shares 142,155 Est. Cost $16.51 Unrealized
GME GAMESTOP CORP 0.2%
Value ($000) $2,115 Shares 93,775 Est. Cost $4.99 Unrealized 0.0%
PHILLIPS 66 PARTNERS LP 0.2%
Value ($000) $1,957 Shares 38,115 Est. Cost $51.34 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $1,717 Shares 19,485 Est. Cost $81.21 Unrealized
DVY ISHARES DOW JONES SELECT DVD E 0.2%
Value ($000) $1,649 Shares 18,098 Est. Cost $80.29 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1,286 Shares 35,671 Est. Cost $19.22 Unrealized +54.4%
JPMORGAN ALERIAN MLP INDEX ETN 0.1%
Value ($000) $1,266 Shares 39,175 Est. Cost $31.90 Unrealized
BRK/A BERKSHIRE HATHAWAY INC-CL A 0.1%
Value ($000) $1,249 Shares 5 Est. Cost $220902.31 Unrealized +13.6%
USB US BANCORP 0.1%
Value ($000) $1,104 Shares 21,446 Est. Cost $23.80 Unrealized +60.0%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,098 Shares 14,050 Est. Cost $62.13 Unrealized +2.0%
DST SYSTEMS INC. 0.1%
Value ($000) $1,028 Shares 8,394 Est. Cost $96.22 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $952 Shares 13,212 Est. Cost $20.76 Unrealized -4.7%
GENERAL ELECTRIC 0.1%
Value ($000) $802 Shares 26,906 Est. Cost $24.86 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $759 Shares 11,173 Est. Cost $71.20 Unrealized -28.8%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $691 Shares 8,425 Est. Cost $52.46 Unrealized +7.0%
IJR ISHARES S&P SMALLCAP 600 0.1%
Value ($000) $653 Shares 9,448 Est. Cost $80.06 Unrealized
KANSAS CITY SOUTHERN 0.1%
Value ($000) $622 Shares 7,250 Est. Cost $106.79 Unrealized
DUPONT (EI) DE NEMOURS 0.1%
Value ($000) $602 Shares 7,500 Est. Cost $54.46 Unrealized
SSO PROSHARES ULTRA S&P 500 0.1%
Value ($000) $577 Shares 6,800 Est. Cost $90.13 Unrealized
PEP PEPSICO 0.1%
Value ($000) $541 Shares 4,839 Est. Cost $60.09 Unrealized +36.3%
SWTSX SCHWAB TOTAL STK MKT INDEX 0.1%
Value ($000) $540 Shares 12,847 Est. Cost $29.76 Unrealized
MCD MCDONALDS 0.1%
Value ($000) $493 Shares 3,800 Est. Cost $71.80 Unrealized +41.7%
META FACEBOOK INC. 0.0%
Value ($000) $460 Shares 3,243 Est. Cost $126.93 Unrealized +4.6%
NFLX NETFLIX INC 0.0%
Value ($000) $444 Shares 2,999 Est. Cost $10.06 Unrealized +39.4%
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $440 Shares 4,902 Est. Cost $59.34 Unrealized +18.0%
LLY LILLY (ELI) 0.0%
Value ($000) $421 Shares 5,002 Est. Cost $42.63 Unrealized +63.1%
DIA SPDR DOW JONES INDUSTRIAL AVER 0.0%
Value ($000) $419 Shares 2,030 Est. Cost $206.40 Unrealized
NSRGY NESTLE S.A. ADR 0.0%
Value ($000) $388 Shares 5,046 Est. Cost $67.26 Unrealized
IVE ISHARES S&P 500 VALUE INDEX 0.0%
Value ($000) $385 Shares 3,700 Est. Cost $94.02 Unrealized
TAVFX THIRD AVENUE VALUE FUND 0.0%
Value ($000) $359 Shares 6,772 Est. Cost $53.01 Unrealized
TEDIX MUTUAL DISCOVERY FUND CL A 0.0%
Value ($000) $355 Shares 11,122 Est. Cost $31.92 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $334 Shares 1,795 Est. Cost $144.79 Unrealized
IWM ISHARES RUSSELL 2000 0.0%
Value ($000) $329 Shares 2,392 Est. Cost $99.83 Unrealized
BROOKFIELD ASSET MANAGEMENT IN 0.0%
Value ($000) $328 Shares 9,000 Est. Cost $35.63 Unrealized
VGHAX VANGUARD HEALTHCARE FD ADM 0.0%
Value ($000) $301 Shares 3,587 Est. Cost $78.06 Unrealized
CERNER CORP 0.0%
Value ($000) $293 Shares 4,971 Est. Cost $59.67 Unrealized
GOOG ALPHABET INC CL C 0.0%
Value ($000) $262 Shares 316 Est. Cost $37.81 Unrealized +7.7%
CMCSA COMCAST CORP CL A 0.0%
Value ($000) $261 Shares 6,940 Est. Cost $29.92 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $246 Shares 1,967 Est. Cost $91.92 Unrealized 0.0%
WFC WELLS FARGO COMPANY 0.0%
Value ($000) $234 Shares 4,213 Est. Cost $39.03 Unrealized +13.7%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $227 Shares 2,864 Est. Cost $60.98 Unrealized +13.4%
VRTIX VANGUARD RUSSELL 2000 INDEX - 0.0%
Value ($000) $205 Shares 972 Est. Cost $210.91 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $204 Shares 8,615 Est. Cost $23.25 Unrealized
VTI VANGUARD TOT STOCK MKT ETF 0.0%
Value ($000) $202 Shares 1,666 Est. Cost $121.25 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 +53.2%