MERITAGE PORTFOLIO MANAGEMENT Diversified Active

CIK: 0000881432 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 25, 2018

Total Value ($000): $1,027,067 (100.0% shares, 0.0% debt)

Holdings (204)

AAPL APPLE INC 3.5%
Value ($000) $36,131 Shares 195,186 Est. Cost $24.12 Unrealized +77.3%
MA MASTERCARD INC 3.1%
Value ($000) $31,844 Shares 162,041 Est. Cost $91.26 Unrealized +97.6%
AMZN AMAZON INC 2.7%
Value ($000) $28,126 Shares 16,547 Est. Cost $32.66 Unrealized +143.0%
MSFT MICROSOFT CORP 2.5%
Value ($000) $26,094 Shares 264,615 Est. Cost $55.22 Unrealized +62.5%
HD HOME DEPOT INC 2.1%
Value ($000) $21,482 Shares 110,109 Est. Cost $70.05 Unrealized +121.3%
SEB SEABOARD CORP 1.8%
Value ($000) $18,470 Shares 4,661 Est. Cost $2641.01 Unrealized +49.9%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $13,187 Shares 108,676 Est. Cost $74.65 Unrealized +34.9%
GOOGL ALPHABET INC CL A 1.2%
Value ($000) $12,010 Shares 10,636 Est. Cost $34.38 Unrealized +57.0%
FISV FISERV INC 1.2%
Value ($000) $11,957 Shares 161,380 Est. Cost $48.30 Unrealized +50.3%
ETR ENTERGY CORP 1.1%
Value ($000) $10,876 Shares 134,620 Est. Cost $22.50 Unrealized +32.8%
WDC WESTERN DIGITAL CORP 1.1%
Value ($000) $10,818 Shares 139,751 Est. Cost $58.53 Unrealized -0.1%
EXP EAGLE MATERIALS 1.0%
Value ($000) $10,278 Shares 97,911 Est. Cost $92.21 Unrealized +10.0%
TCEHY TENCENT HOLDINGS LTD ADR 1.0%
Value ($000) $10,265 Shares 204,272 Est. Cost $38.56 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP 1.0%
Value ($000) $10,250 Shares 71,552 Est. Cost $119.85 Unrealized +22.9%
ST SENSATA TECHNOLOGIES HOLDING P 1.0%
Value ($000) $9,939 Shares 208,888 Est. Cost $52.77 Unrealized -1.3%
ISRG INTUITIVE SURGICAL INC 0.9%
Value ($000) $9,632 Shares 20,131 Est. Cost $109.38 Unrealized +39.4%
IWD ISHARES RUSSELL 1000 VALUE 0.9%
Value ($000) $9,233 Shares 76,066 Est. Cost $113.33 Unrealized
QLYS QUALYS INC 0.9%
Value ($000) $9,138 Shares 108,400 Est. Cost $46.46 Unrealized +73.0%
IAC INTERACTIVECORP 0.9%
Value ($000) $8,735 Shares 57,281 Est. Cost $118.54 Unrealized
CNC CENTENE CORP 0.8%
Value ($000) $8,586 Shares 69,684 Est. Cost $48.54 Unrealized +18.8%
AMGN AMGEN 0.8%
Value ($000) $8,213 Shares 44,494 Est. Cost $100.47 Unrealized +39.6%
GMED GLOBUS MEDICAL INC. 0.8%
Value ($000) $8,157 Shares 161,652 Est. Cost $31.81 Unrealized +63.9%
FTNT FORTINET INC. 0.8%
Value ($000) $8,076 Shares 129,356 Est. Cost $11.84 Unrealized 0.0%
ADBE ADOBE SYSTEMS 0.8%
Value ($000) $8,025 Shares 32,917 Est. Cost $203.33 Unrealized +16.3%
EXPRESS SCRIPTS HOLDING CO 0.8%
Value ($000) $7,936 Shares 102,788 Est. Cost $74.50 Unrealized
NORDSTROM INC 0.8%
Value ($000) $7,903 Shares 152,621 Est. Cost $51.78 Unrealized
ROYAL DUTCH SHELL PLC-ADR A 0.8%
Value ($000) $7,754 Shares 112,002 Est. Cost $56.68 Unrealized
SPGI S&P GLOBAL INC 0.7%
Value ($000) $7,696 Shares 37,747 Est. Cost $172.26 Unrealized +7.3%
STT STATE STREET CORPORATION 0.7%
Value ($000) $7,672 Shares 82,417 Est. Cost $57.54 Unrealized +35.3%
DLX DELUXE CORP 0.7%
Value ($000) $7,590 Shares 114,642 Est. Cost $30.76 Unrealized +58.8%
MTD METTLER-TOLEDO INTERNATIONAL 0.7%
Value ($000) $7,521 Shares 12,998 Est. Cost $322.21 Unrealized +77.1%
VSH VISHAY INTERTECHNOLOGY 0.7%
Value ($000) $7,440 Shares 320,686 Est. Cost $13.82 Unrealized +29.4%
CHINA PETROLEUM & CHEMICAL COR 0.7%
Value ($000) $7,115 Shares 79,191 Est. Cost $80.44 Unrealized
KBE SPDR S&P BANK ETF 0.7%
Value ($000) $6,945 Shares 147,260 Est. Cost $43.67 Unrealized
STAMPS.COM INC 0.7%
Value ($000) $6,924 Shares 27,362 Est. Cost $253.05 Unrealized
AME AMETEK INC 0.7%
Value ($000) $6,913 Shares 95,799 Est. Cost $39.89 Unrealized +76.3%
CVX CHEVRON CORP 0.7%
Value ($000) $6,798 Shares 53,767 Est. Cost $66.59 Unrealized +33.9%
IBM INTL BUSINESS MACHINES 0.7%
Value ($000) $6,772 Shares 48,478 Est. Cost $98.64 Unrealized +1.3%
FIZZ NATIONAL BEVERAGE CORP 0.7%
Value ($000) $6,770 Shares 63,330 Est. Cost $37.56 Unrealized 0.0%
CVSA ADTALEM GLOBAL EDUCATION INC 0.7%
Value ($000) $6,700 Shares 139,298 Est. Cost $37.28 Unrealized +28.3%
BBY BEST BUY 0.6%
Value ($000) $6,650 Shares 89,160 Est. Cost $53.63 Unrealized +3.5%
BLACKROCK INC. 0.6%
Value ($000) $6,638 Shares 13,302 Est. Cost $541.75 Unrealized
TORCHMARK CORP 0.6%
Value ($000) $6,625 Shares 81,375 Est. Cost $61.32 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.6%
Value ($000) $6,469 Shares 116,894 Est. Cost $45.36 Unrealized -10.4%
CERNER CORP 0.6%
Value ($000) $6,434 Shares 107,611 Est. Cost $59.77 Unrealized
NDSN NORDSON CORP 0.6%
Value ($000) $6,400 Shares 49,841 Est. Cost $108.50 Unrealized +12.1%
AON PLC ADR 0.6%
Value ($000) $6,346 Shares 46,261 Est. Cost $91.08 Unrealized
CDW CDW CORP 0.6%
Value ($000) $6,327 Shares 78,319 Est. Cost $66.43 Unrealized +6.3%
ORBOTECH LTD 0.6%
Value ($000) $6,294 Shares 101,850 Est. Cost $61.80 Unrealized
NTRS NORTHERN TRUST CORP 0.6%
Value ($000) $6,209 Shares 60,350 Est. Cost $71.05 Unrealized +18.7%
PRA HEALTH SCIENCES INC 0.6%
Value ($000) $6,131 Shares 65,669 Est. Cost $65.23 Unrealized
GGG GRACO INC. 0.6%
Value ($000) $6,121 Shares 135,367 Est. Cost $41.27 Unrealized +0.8%
CIGNA CORP 0.6%
Value ($000) $6,098 Shares 35,882 Est. Cost $107.42 Unrealized
ROST ROSS STORES INC 0.6%
Value ($000) $6,079 Shares 71,728 Est. Cost $52.93 Unrealized +42.5%
ORLY O'REILLY AUTOMOTIVE INC 0.6%
Value ($000) $6,070 Shares 22,188 Est. Cost $17.41 Unrealized 0.0%
CTSH COGNIZANT TECH SOLUTIONS CL A 0.6%
Value ($000) $6,050 Shares 76,595 Est. Cost $70.61 Unrealized -0.3%
FTV FORTIVE CORP 0.6%
Value ($000) $6,029 Shares 78,188 Est. Cost $44.34 Unrealized +4.4%
NOVT NOVANTA INC 0.6%
Value ($000) $5,964 Shares 95,725 Est. Cost $61.14 Unrealized 0.0%
VNQ VANGUARD REIT ETF 0.6%
Value ($000) $5,943 Shares 72,963 Est. Cost $75.48 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.6%
Value ($000) $5,805 Shares 44,007 Est. Cost $131.91 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.6%
Value ($000) $5,783 Shares 33,564 Est. Cost $146.69 Unrealized +11.4%
TOELY TOKYO ELECTRON LTD 0.6%
Value ($000) $5,735 Shares 133,485 Est. Cost $45.44 Unrealized
INGERSOLL-RAND PLC 0.6%
Value ($000) $5,703 Shares 63,554 Est. Cost $81.52 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.6%
Value ($000) $5,689 Shares 60,838 Est. Cost $39.86 Unrealized +74.9%
T AT & T INC 0.6%
Value ($000) $5,665 Shares 176,411 Est. Cost $12.93 Unrealized +12.4%
HELE HELEN OF TROY CORP LTD 0.5%
Value ($000) $5,608 Shares 56,962 Est. Cost $93.70 Unrealized -2.7%
ULTA ULTA BEAUTY INC 0.5%
Value ($000) $5,584 Shares 23,919 Est. Cost $241.51 Unrealized 0.0%
AZO AUTOZONE INC 0.5%
Value ($000) $5,578 Shares 8,314 Est. Cost $645.21 Unrealized 0.0%
MNST MONSTER BEVERAGE CORPORATION 0.5%
Value ($000) $5,572 Shares 97,249 Est. Cost $27.06 Unrealized -0.2%
RRX REGAL-BELOIT CORPORATION 0.5%
Value ($000) $5,557 Shares 67,932 Est. Cost $73.69 Unrealized +5.0%
XLU UTILITIES SELECT SECTOR SPDR 0.5%
Value ($000) $5,529 Shares 106,415 Est. Cost $50.53 Unrealized
LPX LOUISIANA-PACIFIC CORP 0.5%
Value ($000) $5,508 Shares 202,368 Est. Cost $25.49 Unrealized +13.0%
SPIRIT AEROSYS HLDGS I COM CL 0.5%
Value ($000) $5,494 Shares 63,951 Est. Cost $43.28 Unrealized
SPDR S&P OIL & GAS E&P ETF 0.5%
Value ($000) $5,457 Shares 126,727 Est. Cost $37.14 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $5,435 Shares 22,151 Est. Cost $54.31 Unrealized +290.5%
DISCOVER FINL SVCS 0.5%
Value ($000) $5,416 Shares 76,920 Est. Cost $71.18 Unrealized
GNTX GENTEX CORP 0.5%
Value ($000) $5,387 Shares 234,013 Est. Cost $23.73 Unrealized 0.0%
MMS MAXIMUS INC 0.5%
Value ($000) $5,347 Shares 86,089 Est. Cost $58.78 Unrealized +10.3%
KLAC KLA TENCOR CORP 0.5%
Value ($000) $5,318 Shares 51,872 Est. Cost $98.66 Unrealized -1.7%
NTTYY NIPPON TEL & TEL ADR 0.5%
Value ($000) $5,273 Shares 116,303 Est. Cost $45.34 Unrealized
DIS DISNEY WALT CO DEL 0.5%
Value ($000) $5,242 Shares 50,016 Est. Cost $97.17 Unrealized 0.0%
MERITOR INC 0.5%
Value ($000) $5,237 Shares 254,579 Est. Cost $20.56 Unrealized
EBS EMERGENT BIOSOLUTIONS INC. 0.5%
Value ($000) $5,192 Shares 102,826 Est. Cost $52.10 Unrealized 0.0%
BIIB BIOGEN INC 0.5%
Value ($000) $5,169 Shares 17,809 Est. Cost $292.01 Unrealized -3.7%
XLP CONSUMER STAPLES SELECT SECTOR 0.5%
Value ($000) $5,152 Shares 99,976 Est. Cost $51.74 Unrealized
SNPS SYNOPSYS 0.5%
Value ($000) $5,148 Shares 60,157 Est. Cost $36.40 Unrealized +139.5%
HUSKY ENERGY INC 0.5%
Value ($000) $5,086 Shares 326,937 Est. Cost $14.49 Unrealized
AETNA INC 0.5%
Value ($000) $5,083 Shares 27,698 Est. Cost $85.18 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $5,049 Shares 83,178 Est. Cost $37.16 Unrealized +19.8%
KMI KINDER MORGAN INC 0.5%
Value ($000) $5,023 Shares 284,259 Est. Cost $10.96 Unrealized -3.5%
CNOOC LTD ADR 0.5%
Value ($000) $5,023 Shares 29,333 Est. Cost $147.86 Unrealized
ICLR ICON PLC 0.5%
Value ($000) $4,977 Shares 37,555 Est. Cost $43.18 Unrealized +188.7%
CSX CSX CORP 0.5%
Value ($000) $4,975 Shares 77,995 Est. Cost $16.81 Unrealized +10.6%
RGA REINSURANCE GROUP OF AMERICA I 0.5%
Value ($000) $4,954 Shares 37,111 Est. Cost $65.14 Unrealized +128.9%
WNS HOLDINGS LIMITED ADR 0.5%
Value ($000) $4,911 Shares 94,115 Est. Cost $24.82 Unrealized
URBN URBAN OUTFITTERS 0.5%
Value ($000) $4,838 Shares 108,592 Est. Cost $41.81 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $4,814 Shares 95,680 Est. Cost $27.84 Unrealized +15.7%
ROYAL DUTCH PETROLEUM COMPANY 0.5%
Value ($000) $4,786 Shares 65,885 Est. Cost $69.13 Unrealized
LNC LINCOLN NATL 0.5%
Value ($000) $4,667 Shares 74,970 Est. Cost $53.76 Unrealized -8.8%
MO ALTRIA GROUP INC 0.4%
Value ($000) $4,554 Shares 80,178 Est. Cost $17.67 Unrealized +82.2%
PFE PFIZER INC 0.4%
Value ($000) $4,494 Shares 123,888 Est. Cost $17.48 Unrealized +39.0%
ELV ANTHEM INC 0.4%
Value ($000) $4,491 Shares 18,869 Est. Cost $211.75 Unrealized -1.1%
DOMTAR CORP 0.4%
Value ($000) $4,446 Shares 93,127 Est. Cost $39.22 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.4%
Value ($000) $4,430 Shares 30,804 Est. Cost $125.19 Unrealized
DG DOLLAR GENERAL CORP 0.4%
Value ($000) $4,426 Shares 44,887 Est. Cost $87.12 Unrealized 0.0%
REPYY REPSOL YPF S.A. (ADR) 0.4%
Value ($000) $4,361 Shares 223,174 Est. Cost $12.77 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.4%
Value ($000) $4,268 Shares 52,855 Est. Cost $51.68 Unrealized +9.5%
PAGP PLAINS GP HOLDINGS LP 0.4%
Value ($000) $4,265 Shares 178,400 Est. Cost $22.21 Unrealized
DSW INC 0.4%
Value ($000) $4,184 Shares 162,026 Est. Cost $21.83 Unrealized
INVA INNOVIVA INC 0.4%
Value ($000) $4,095 Shares 296,728 Est. Cost $15.43 Unrealized -2.9%
MET METLIFE INC 0.4%
Value ($000) $4,089 Shares 93,778 Est. Cost $37.04 Unrealized -3.0%
SPY S & P 500 DEPOSITARY RECEIPT 0.4%
Value ($000) $4,084 Shares 15,055 Est. Cost $220.86 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $4,048 Shares 92,301 Est. Cost $27.89 Unrealized +21.9%
GIS GENERAL MILLS INC 0.4%
Value ($000) $4,023 Shares 90,895 Est. Cost $33.42 Unrealized 0.0%
MLKN MILLER HERMAN 0.4%
Value ($000) $4,021 Shares 118,619 Est. Cost $26.14 Unrealized +3.9%
SPG SIMON PPTY GROUP REIT 0.4%
Value ($000) $3,936 Shares 23,129 Est. Cost $104.90 Unrealized +0.3%
QCOM QUALCOMM 0.4%
Value ($000) $3,910 Shares 69,679 Est. Cost $40.78 Unrealized +12.6%
ORI OLD REPUBLIC INTL 0.4%
Value ($000) $3,858 Shares 193,785 Est. Cost $6.83 Unrealized +69.0%
VLY VALLEY NATIONAL BANCORP 0.4%
Value ($000) $3,824 Shares 314,445 Est. Cost $11.52 Unrealized +9.4%
AB ALLIANCEBERNSTEIN HOLDING LP 0.4%
Value ($000) $3,816 Shares 133,680 Est. Cost $25.20 Unrealized
PPL PPL CORP 0.4%
Value ($000) $3,814 Shares 133,585 Est. Cost $22.67 Unrealized -13.0%
SSEZY SSE PLC 0.4%
Value ($000) $3,746 Shares 207,330 Est. Cost $17.84 Unrealized
CHINA MOBILE LTD ADS 0.4%
Value ($000) $3,737 Shares 84,167 Est. Cost $50.54 Unrealized
PDM PIEDMONT OFFICE REALTY TRUST I 0.4%
Value ($000) $3,721 Shares 186,705 Est. Cost $18.75 Unrealized
PEOPLE'S UNITED FINANCIAL 0.4%
Value ($000) $3,708 Shares 205,010 Est. Cost $18.09 Unrealized
BGC PARTNERS INC 0.4%
Value ($000) $3,647 Shares 322,211 Est. Cost $11.32 Unrealized
INFY INFOSYS LTD SPONSORED ADR 0.3%
Value ($000) $3,573 Shares 183,890 Est. Cost $19.43 Unrealized
VEREIT INC 0.3%
Value ($000) $3,572 Shares 480,151 Est. Cost $8.46 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GRP 0.3%
Value ($000) $3,571 Shares 65,960 Est. Cost $24.64 Unrealized +61.0%
LYB LYONDELLBASELL INDUSTRIES NV 0.3%
Value ($000) $3,543 Shares 32,253 Est. Cost $46.32 Unrealized +47.6%
IVZ INVESCO LTD SHS 0.3%
Value ($000) $3,532 Shares 132,961 Est. Cost $20.44 Unrealized -2.6%
CNP CENTERPOINT ENERGY INC 0.3%
Value ($000) $3,514 Shares 126,840 Est. Cost $20.88 Unrealized 0.0%
GRMN GARMIN LTD ADR 0.3%
Value ($000) $3,483 Shares 57,087 Est. Cost $26.16 Unrealized +91.2%
BA BOEING CO 0.3%
Value ($000) $3,435 Shares 10,239 Est. Cost $118.23 Unrealized +179.4%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $3,374 Shares 32,030 Est. Cost $79.41 Unrealized 0.0%
ARLP ALLIANCE RES PARTNR LP UT LTD 0.3%
Value ($000) $3,367 Shares 183,506 Est. Cost $18.35 Unrealized
EPD ENTERPRISE PRODS PARTNERS L.P. 0.3%
Value ($000) $3,365 Shares 121,590 Est. Cost $26.89 Unrealized
IMBBY IMPERIAL BRANDS PLC 0.3%
Value ($000) $3,304 Shares 88,975 Est. Cost $45.00 Unrealized
MPT MEDICAL PROPERTIES TRUST INC. 0.3%
Value ($000) $3,263 Shares 232,395 Est. Cost $12.44 Unrealized
HST HOST HOTELS AND RESORTS INC 0.3%
Value ($000) $3,227 Shares 153,165 Est. Cost $13.16 Unrealized +16.2%
RIO RIO TINTO PLC SPONSORED ADR 0.3%
Value ($000) $3,111 Shares 56,084 Est. Cost $38.86 Unrealized
RHHBY ROCHE HLDG LTD SPONSORED ADR 0.3%
Value ($000) $3,073 Shares 111,228 Est. Cost $27.63 Unrealized
SLRC SOLAR CAPITAL LTD 0.3%
Value ($000) $3,054 Shares 149,418 Est. Cost $7.00 Unrealized +41.9%
UNILEVER PLC SPON ADR 0.3%
Value ($000) $3,046 Shares 55,107 Est. Cost $40.70 Unrealized
LAZARD LTD 0.3%
Value ($000) $2,998 Shares 61,298 Est. Cost $41.09 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $2,959 Shares 38,868 Est. Cost $46.80 Unrealized +27.4%
STANLEY BLACK & DECKER INC 5.3 0.3%
Value ($000) $2,845 Shares 27,160 Est. Cost $115.23 Unrealized
EQNR EQUINOR ASA ADR 0.3%
Value ($000) $2,840 Shares 107,540 Est. Cost $26.41 Unrealized
POWER FINANCIAL CORPORATION AD 0.3%
Value ($000) $2,741 Shares 117,739 Est. Cost $26.47 Unrealized
LEA LEAR CORPORATION 0.3%
Value ($000) $2,730 Shares 14,693 Est. Cost $167.46 Unrealized 0.0%
ATHENE HOLDING LTD 0.3%
Value ($000) $2,702 Shares 61,640 Est. Cost $47.81 Unrealized
XHR XENIA HOTELS & RESORTS INC 0.2%
Value ($000) $2,550 Shares 104,690 Est. Cost $19.72 Unrealized
KELLOGG CO 0.2%
Value ($000) $2,541 Shares 36,370 Est. Cost $44.96 Unrealized 0.0%
UNITI GROUP INC 0.2%
Value ($000) $2,484 Shares 124,025 Est. Cost $14.66 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $2,386 Shares 17,935 Est. Cost $122.60 Unrealized 0.0%
UMBF UMB FINL CORP 0.2%
Value ($000) $2,373 Shares 31,128 Est. Cost $51.28 Unrealized +49.9%
PACWEST BANCORP 0.2%
Value ($000) $2,254 Shares 45,605 Est. Cost $50.52 Unrealized
HPQ HP INC 0.2%
Value ($000) $2,251 Shares 99,215 Est. Cost $10.47 Unrealized +64.6%
GM GENERAL MOTORS COMPANY 0.2%
Value ($000) $2,240 Shares 56,865 Est. Cost $35.73 Unrealized -1.9%
NORBORD INC 0.2%
Value ($000) $2,117 Shares 51,468 Est. Cost $36.60 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.2%
Value ($000) $2,085 Shares 39,389 Est. Cost $43.12 Unrealized 0.0%
GME GAMESTOP CORP 0.2%
Value ($000) $2,075 Shares 142,387 Est. Cost $4.82 Unrealized -36.0%
JPMORGAN ALERIAN MLP INDEX ETN 0.2%
Value ($000) $2,074 Shares 78,015 Est. Cost $24.22 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $1,762 Shares 35,431 Est. Cost $19.22 Unrealized +134.4%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.1%
Value ($000) $1,414 Shares 7,576 Est. Cost $142.32 Unrealized +37.0%
BRK/A BERKSHIRE HATHAWAY INC-CL A 0.1%
Value ($000) $1,410 Shares 5 Est. Cost $235306.12 Unrealized +24.5%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $1,387 Shares 14,958 Est. Cost $81.21 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $1,137 Shares 13,275 Est. Cost $20.76 Unrealized +21.6%
USB US BANCORP 0.1%
Value ($000) $1,047 Shares 20,946 Est. Cost $23.80 Unrealized +56.6%
DVY ISHARES DOW JONES SELECT DVD E 0.1%
Value ($000) $1,024 Shares 10,480 Est. Cost $81.27 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $931 Shares 13,900 Est. Cost $62.13 Unrealized -11.3%
KANSAS CITY SOUTHERN 0.1%
Value ($000) $768 Shares 7,250 Est. Cost $106.79 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $726 Shares 8,783 Est. Cost $52.61 Unrealized +6.7%
DOWDUPONT INC 0.1%
Value ($000) $634 Shares 9,615 Est. Cost $69.27 Unrealized
VTI VANGUARD TOTAL STOCK MKT ETF 0.1%
Value ($000) $626 Shares 4,461 Est. Cost $128.28 Unrealized
SSO PROSHARES ULTRA S&P 500 0.1%
Value ($000) $608 Shares 5,464 Est. Cost $90.13 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVER 0.1%
Value ($000) $607 Shares 2,500 Est. Cost $207.68 Unrealized
SCHG SCHWAB US LARGE-CAP GROWTH ETF 0.1%
Value ($000) $597 Shares 7,876 Est. Cost $69.00 Unrealized
GOOG ALPHABET INC CL C 0.1%
Value ($000) $586 Shares 525 Est. Cost $51.69 Unrealized +3.7%
PEP PEPSICO 0.1%
Value ($000) $538 Shares 4,939 Est. Cost $63.88 Unrealized +27.9%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $527 Shares 7,448 Est. Cost $71.20 Unrealized -26.0%
IJR ISHARES S&P SMALLCAP 600 0.1%
Value ($000) $524 Shares 6,278 Est. Cost $80.06 Unrealized
LLY LILLY (ELI) 0.0%
Value ($000) $429 Shares 5,024 Est. Cost $42.63 Unrealized +72.9%
IWM ISHARES RUSSELL 2000 0.0%
Value ($000) $390 Shares 2,383 Est. Cost $101.97 Unrealized
BROOKFIELD ASSET MANAGEMENT IN 0.0%
Value ($000) $365 Shares 9,000 Est. Cost $35.63 Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $354 Shares 4,540 Est. Cost $59.42 Unrealized +4.0%
GENERAL ELECTRIC 0.0%
Value ($000) $340 Shares 24,980 Est. Cost $24.86 Unrealized
ALGN ALIGN TECHNOLOGY INC. 0.0%
Value ($000) $310 Shares 905 Est. Cost $227.14 Unrealized +31.3%
IVV ISHARES S&P 500 INDEX 0.0%
Value ($000) $301 Shares 1,103 Est. Cost $272.89 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $296 Shares 1,249 Est. Cost $5.05 Unrealized +19.1%
SCHV SCHWAB US LARGE-CAP VALUE ETF 0.0%
Value ($000) $294 Shares 5,541 Est. Cost $53.06 Unrealized
NSRGY NESTLE S.A. ADR 0.0%
Value ($000) $283 Shares 3,653 Est. Cost $67.26 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $282 Shares 721 Est. Cost $10.27 Unrealized +232.0%
WFC WELLS FARGO COMPANY 0.0%
Value ($000) $267 Shares 4,813 Est. Cost $39.68 Unrealized +9.2%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $247 Shares 2,085 Est. Cost $117.99 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $241 Shares 2,317 Est. Cost $103.15 Unrealized
CMCSA COMCAST CORP CL A 0.0%
Value ($000) $228 Shares 6,940 Est. Cost $29.92 Unrealized -10.2%
EFSC ENTERPRISE FINANCIAL SERVICES 0.0%
Value ($000) $220 Shares 4,070 Est. Cost $45.07 Unrealized 0.0%
ONEQ FIDELITY NASDAQ COMP INDEX 0.0%
Value ($000) $212 Shares 720 Est. Cost $294.44 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $209 Shares 1,396 Est. Cost $132.75 Unrealized
L-3 TECHNOLOGIES INC 0.0%
Value ($000) $205 Shares 1,065 Est. Cost $188.73 Unrealized
JPM JP MORGAN CHASE & CO 0.0%
Value ($000) $202 Shares 1,934 Est. Cost $68.54 Unrealized +29.9%
META FACEBOOK INC. 0.0%
Value ($000) $200 Shares 1,032 Est. Cost $161.03 Unrealized +11.4%
WTI W&T OFFSHORE INC 0.0%
Value ($000) $74 Shares 10,343 Est. Cost $6.46 Unrealized 0.0%