DAVIS R M INC Diversified Active

Location: Portland, ME

CIK: 0000891287 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 24, 2017

Total Value: $2.42B (100.0% shares, 0.0% debt)

Holdings (219)

AAPL APPLE INC 3.0%
Value $71.78M Shares 465,707 Est. Cost Unrealized
WCN WASTE CONNECTIONS INC (ONTARIO 2.6%
Value $63.32M Shares 905,090 Est. Cost Unrealized
IWV ISHARES RUSSELL 3000 INDEX 2.4%
Value $59.01M Shares 395,327 Est. Cost Unrealized
VEA VANGUARD FTSE DEV MKTS ETF 2.4%
Value $57.22M Shares 1,318,009 Est. Cost Unrealized
CERNER CORP 2.2%
Value $52.17M Shares 731,484 Est. Cost Unrealized
AMT AMERICAN TOWER CORP 2.1%
Value $51.45M Shares 376,448 Est. Cost Unrealized
MTD METTLER-TOLEDO INTERNATIONAL I 2.1%
Value $50.06M Shares 79,952 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 2.0%
Value $47.41M Shares 364,645 Est. Cost Unrealized
APH AMPHENOL CORP 1.9%
Value $45.95M Shares 542,932 Est. Cost Unrealized
USB US BANCORP 1.9%
Value $45.05M Shares 840,548 Est. Cost Unrealized
RED HAT INC 1.9%
Value $44.9M Shares 404,970 Est. Cost Unrealized
GOOGL ALPHABET INC-A 1.8%
Value $44.29M Shares 45,488 Est. Cost Unrealized
XOM EXXON MOBIL CORP 1.8%
Value $43.8M Shares 534,296 Est. Cost Unrealized
PEP PEPSICO INC 1.8%
Value $43.21M Shares 387,800 Est. Cost Unrealized
MCHP MICROCHIP TECHNOLOGY INC 1.7%
Value $42.34M Shares 471,616 Est. Cost Unrealized
ROP ROPER TECHNOLOGIES INC 1.7%
Value $42.18M Shares 173,279 Est. Cost Unrealized
HSIC HENRY SCHEIN INC 1.6%
Value $39.71M Shares 484,322 Est. Cost Unrealized
INTU INTUIT 1.6%
Value $38.19M Shares 268,663 Est. Cost Unrealized
DUNKIN BRANDS GROUP INC 1.6%
Value $38.13M Shares 718,430 Est. Cost Unrealized
PSX PHILLIPS 66 1.5%
Value $37.09M Shares 404,889 Est. Cost Unrealized
OSK OSHKOSH CORP 1.5%
Value $35.89M Shares 434,793 Est. Cost Unrealized
UNILEVER PLC ADR 1.5%
Value $35.42M Shares 611,199 Est. Cost Unrealized
DHR DANAHER CORP 1.4%
Value $34.84M Shares 406,211 Est. Cost Unrealized
ECL ECOLAB INC 1.4%
Value $34.22M Shares 266,085 Est. Cost Unrealized
V VISA INC-A 1.4%
Value $34.1M Shares 323,987 Est. Cost Unrealized
DIS WALT DISNEY CO 1.4%
Value $33.62M Shares 341,051 Est. Cost Unrealized
MMM 3M CO 1.4%
Value $33.5M Shares 159,590 Est. Cost Unrealized
BWA BORGWARNER INC 1.4%
Value $33.16M Shares 647,295 Est. Cost Unrealized
AME AMETEK INC 1.4%
Value $32.83M Shares 497,055 Est. Cost Unrealized
IDXX IDEXX LABS CORP 1.3%
Value $32.08M Shares 206,328 Est. Cost Unrealized
CB CHUBB LTD 1.3%
Value $31.39M Shares 220,169 Est. Cost Unrealized
UNITED TECHNOLOGIES CORP 1.3%
Value $30.77M Shares 265,069 Est. Cost Unrealized
SYK STRYKER CORP 1.3%
Value $30.27M Shares 213,173 Est. Cost Unrealized
HOLX HOLOGIC INC 1.2%
Value $30.22M Shares 823,584 Est. Cost Unrealized
MDT MEDTRONIC PLC 1.2%
Value $30.07M Shares 386,596 Est. Cost Unrealized
AWK AMERICAN WATER WORKS CO INC 1.2%
Value $29.4M Shares 363,364 Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC-B 1.2%
Value $29.39M Shares 160,340 Est. Cost Unrealized
TJX TJX COS INC 1.2%
Value $29.07M Shares 394,346 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.2%
Value $28.91M Shares 152,789 Est. Cost Unrealized
META FACEBOOK INC-A 1.2%
Value $28.84M Shares 168,760 Est. Cost Unrealized
PRAXAIR INC 1.1%
Value $27.48M Shares 196,658 Est. Cost Unrealized
AYI ACUITY BRANDS INC 1.0%
Value $24.25M Shares 141,598 Est. Cost Unrealized
ACN ACCENTURE PLC 1.0%
Value $23.87M Shares 176,716 Est. Cost Unrealized
AON PLC 1.0%
Value $23.86M Shares 163,307 Est. Cost Unrealized
NTRS NORTHERN TRUST CORP 1.0%
Value $23.42M Shares 254,713 Est. Cost Unrealized
HSY HERSHEY CO 0.9%
Value $22.69M Shares 207,817 Est. Cost Unrealized
HCSG HEALTHCARE SVCS GRP INC 0.9%
Value $21.9M Shares 405,755 Est. Cost Unrealized
PRICELINE GROUP INC 0.9%
Value $21.8M Shares 11,908 Est. Cost Unrealized
TOL TOLL BROTHERS INC 0.9%
Value $21.27M Shares 512,841 Est. Cost Unrealized
CTSH COGNIZANT TECH SOLUTIONS CORP 0.9%
Value $20.84M Shares 287,265 Est. Cost Unrealized
SBUX STARBUCKS CORP 0.9%
Value $20.77M Shares 386,693 Est. Cost Unrealized
TROW T ROWE PRICE GROUP INC 0.9%
Value $20.61M Shares 227,396 Est. Cost Unrealized
WFC WELLS FARGO CO 0.8%
Value $19.83M Shares 359,519 Est. Cost Unrealized
VEU VANGUARD FTSE ALL WORLD EX-US 0.8%
Value $19.04M Shares 361,222 Est. Cost Unrealized
COST COSTCO WHOLESALE CORP 0.8%
Value $18.38M Shares 111,869 Est. Cost Unrealized
VWO VANGUARD FTSE EMERGING MKTS ET 0.7%
Value $17.63M Shares 404,524 Est. Cost Unrealized
VFC V F CORP 0.7%
Value $17.58M Shares 276,564 Est. Cost Unrealized
QCOM QUALCOMM INC 0.7%
Value $17.07M Shares 329,187 Est. Cost Unrealized
MRK MERCK & CO INC 0.7%
Value $17.03M Shares 266,011 Est. Cost Unrealized
CFR CULLEN/FROST BANKERS INC 0.7%
Value $16.76M Shares 176,566 Est. Cost Unrealized
UNP UNION PACIFIC CORP 0.7%
Value $16.14M Shares 139,207 Est. Cost Unrealized
CL COLGATE PALMOLIVE CO 0.6%
Value $15.65M Shares 214,840 Est. Cost Unrealized
SLB SCHLUMBERGER LTD 0.6%
Value $15.47M Shares 221,727 Est. Cost Unrealized
CME CME GROUP INC 0.6%
Value $14.88M Shares 109,674 Est. Cost Unrealized
SHW SHERWIN WILLIAMS CO 0.6%
Value $14.44M Shares 40,324 Est. Cost Unrealized
COOPER COMPANIES INC 0.6%
Value $14.26M Shares 60,124 Est. Cost Unrealized
GOOG ALPHABET INC-C 0.6%
Value $14.2M Shares 14,802 Est. Cost Unrealized
ANSYS INC 0.6%
Value $13.68M Shares 111,494 Est. Cost Unrealized
MKC MCCORMICK & CO INC 0.5%
Value $13.17M Shares 128,312 Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP 0.5%
Value $12.48M Shares 43,377 Est. Cost Unrealized
PG PROCTER & GAMBLE CO 0.5%
Value $12.05M Shares 132,485 Est. Cost Unrealized
TORCHMARK CORP 0.5%
Value $11.82M Shares 147,568 Est. Cost Unrealized
MSFT MICROSOFT CORP 0.5%
Value $11.81M Shares 158,500 Est. Cost Unrealized
IJH ISHARES CORE S&P M/C ETF 0.4%
Value $10.64M Shares 59,485 Est. Cost Unrealized
NKE NIKE INC 0.4%
Value $10.28M Shares 198,316 Est. Cost Unrealized
COP CONOCOPHILLIPS 0.4%
Value $9.749M Shares 194,788 Est. Cost Unrealized
CMCSA COMCAST CORP 0.4%
Value $9.464M Shares 245,934 Est. Cost Unrealized
CCL CARNIVAL CORP 0.4%
Value $9.28M Shares 143,725 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.4%
Value $8.977M Shares 82,117 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TRUST 0.4%
Value $8.527M Shares 33,942 Est. Cost Unrealized
STZ CONSTELLATION BRANDS INC-A 0.3%
Value $7.193M Shares 36,065 Est. Cost Unrealized
C R BARD 0.3%
Value $6.417M Shares 20,021 Est. Cost Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value $6.032M Shares 88,081 Est. Cost Unrealized
WY WEYERHAEUSER CO 0.2%
Value $5.841M Shares 171,642 Est. Cost Unrealized
OMC OMNICOM GROUP INC 0.2%
Value $5.769M Shares 77,885 Est. Cost Unrealized
RBC RBC BEARINGS INC 0.2%
Value $5.248M Shares 41,930 Est. Cost Unrealized
CYBERARK SOFTWARE LTD 0.2%
Value $4.742M Shares 115,669 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value $4.5M Shares 47,112 Est. Cost Unrealized
TSCO TRACTOR SUPPLY COMPANY 0.2%
Value $4.299M Shares 67,930 Est. Cost Unrealized
CVX CHEVRON CORP 0.2%
Value $4.204M Shares 35,775 Est. Cost Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value $3.685M Shares 31,316 Est. Cost Unrealized
HON HONEYWELL INTERNATIONAL INC 0.1%
Value $3.158M Shares 22,283 Est. Cost Unrealized
VTI VANGUARD US TOTAL STOCK MKT 0.1%
Value $2.912M Shares 22,480 Est. Cost Unrealized
GENERAL ELECTRIC CO 0.1%
Value $2.857M Shares 118,175 Est. Cost Unrealized
MCD MCDONALDS CORP 0.1%
Value $2.855M Shares 18,223 Est. Cost Unrealized
FFIV F5 NETWORKS INC 0.1%
Value $2.764M Shares 22,925 Est. Cost Unrealized
ABBV ABBVIE INC 0.1%
Value $2.752M Shares 30,966 Est. Cost Unrealized
EMR EMERSON ELEC CO 0.1%
Value $2.68M Shares 42,650 Est. Cost Unrealized
NDSN NORDSON CORP 0.1%
Value $2.583M Shares 21,795 Est. Cost Unrealized
AMZN AMAZON COM INC 0.1%
Value $2.163M Shares 2,250 Est. Cost Unrealized
HD HOME DEPOT INC 0.1%
Value $2.157M Shares 13,187 Est. Cost Unrealized
IBM INTL BUSINESS MACHINES CORP 0.1%
Value $2.137M Shares 14,728 Est. Cost Unrealized
ABT ABBOTT LABS 0.1%
Value $2.057M Shares 38,544 Est. Cost Unrealized
PFE PFIZER INC 0.1%
Value $2.044M Shares 57,265 Est. Cost Unrealized
T AT&T INC 0.1%
Value $1.986M Shares 50,697 Est. Cost Unrealized
MDY SPDR S&P M/C 400 ETF 0.1%
Value $1.981M Shares 6,070 Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $1.772M Shares 35,800 Est. Cost Unrealized
VMC VULCAN MATERIALS CO 0.1%
Value $1.634M Shares 13,660 Est. Cost Unrealized
DOWDUPONT INC 0.1%
Value $1.628M Shares 23,516 Est. Cost Unrealized
VB VANGUARD S/C ETF 0.1%
Value $1.545M Shares 10,936 Est. Cost Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value $1.495M Shares 18,455 Est. Cost Unrealized
KO COCA COLA CO 0.1%
Value $1.474M Shares 32,752 Est. Cost Unrealized
LOW LOWE'S COMPANIES INC 0.1%
Value $1.424M Shares 17,816 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $1.401M Shares 21,977 Est. Cost Unrealized
BA BOEING CO 0.1%
Value $1.365M Shares 5,369 Est. Cost Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value $1.337M Shares 9,025 Est. Cost Unrealized
GUGGENHEIM S&P 500 EQUAL WEIGH 0.1%
Value $1.335M Shares 13,977 Est. Cost Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $1.177M Shares 10,601 Est. Cost Unrealized
AMGN AMGEN INC 0.0%
Value $1.149M Shares 6,164 Est. Cost Unrealized
DE DEERE & CO 0.0%
Value $1.127M Shares 8,977 Est. Cost Unrealized
IWR ISHARES RUSSELL M/C ETF 0.0%
Value $1.099M Shares 5,574 Est. Cost Unrealized
BF/B BROWN FORMAN CORP-B 0.0%
Value $1.076M Shares 19,811 Est. Cost Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value $1.068M Shares 7,219 Est. Cost Unrealized
CLX CLOROX CO 0.0%
Value $1.062M Shares 8,050 Est. Cost Unrealized
LLY ELI LILLY & CO 0.0%
Value $1.059M Shares 12,384 Est. Cost Unrealized
FTI TECHNIPFMC PLC 0.0%
Value $952K Shares 34,110 Est. Cost Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L 0.0%
Value $946K Shares 36,297 Est. Cost Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value $918K Shares 6,944 Est. Cost Unrealized
IJR ISHARES CORE S&P S/C ETF 0.0%
Value $880K Shares 11,858 Est. Cost Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $879K Shares 2,834 Est. Cost Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ET 0.0%
Value $872K Shares 6,972 Est. Cost Unrealized
TD TORONTO-DOMINION BANK 0.0%
Value $867K Shares 15,400 Est. Cost Unrealized
INTC INTEL CORP 0.0%
Value $858K Shares 22,529 Est. Cost Unrealized
ROYAL DUTCH SHELL ADR-A 0.0%
Value $851K Shares 14,040 Est. Cost Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value $823K Shares 6,716 Est. Cost Unrealized
MO ALTRIA GROUP INC 0.0%
Value $778K Shares 12,264 Est. Cost Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value $756K Shares 22,479 Est. Cost Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value $754K Shares 9,270 Est. Cost Unrealized
EBAY EBAY INC 0.0%
Value $746K Shares 19,402 Est. Cost Unrealized
CAT CATERPILLAR INC 0.0%
Value $714K Shares 5,724 Est. Cost Unrealized
ORCL ORACLE CORP 0.0%
Value $713K Shares 14,737 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $703K Shares 3,587 Est. Cost Unrealized
BNS BANK OF NOVA SCOTIA 0.0%
Value $688K Shares 10,701 Est. Cost Unrealized
IVV ISHARES CORE S&P500 ETF 0.0%
Value $685K Shares 2,710 Est. Cost Unrealized
BB&T CORP 0.0%
Value $681K Shares 14,498 Est. Cost Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value $652K Shares 9,173 Est. Cost Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value $603K Shares 3,990 Est. Cost Unrealized
SJM SMUCKER J M CO 0.0%
Value $589K Shares 5,618 Est. Cost Unrealized
UNM UNUM GROUP 0.0%
Value $585K Shares 11,450 Est. Cost Unrealized
BROADCOM LTD 0.0%
Value $549K Shares 2,264 Est. Cost Unrealized
XYL XYLEM INC 0.0%
Value $519K Shares 8,290 Est. Cost Unrealized
IJK ISHARES S&P MIDCAP 400 GWTH 0.0%
Value $518K Shares 2,560 Est. Cost Unrealized
TRANSCANADA CORP 0.0%
Value $494K Shares 10,000 Est. Cost Unrealized
TOTAL SA ADR 0.0%
Value $494K Shares 9,234 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC-A 0.0%
Value $477K Shares 11,722 Est. Cost Unrealized
AIZ ASSURANT INC 0.0%
Value $469K Shares 4,905 Est. Cost Unrealized
CELGENE CORP 0.0%
Value $448K Shares 3,069 Est. Cost Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value $448K Shares 1,943 Est. Cost Unrealized
DEO DIAGEO PLC ADR 0.0%
Value $446K Shares 3,375 Est. Cost Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value $442K Shares 9,120 Est. Cost Unrealized
KHC KRAFT HEINZ CO 0.0%
Value $420K Shares 5,411 Est. Cost Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value $419K Shares 3,941 Est. Cost Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value $417K Shares 3,096 Est. Cost Unrealized
UNILEVER NV-NY SHARES 0.0%
Value $409K Shares 6,934 Est. Cost Unrealized
GUGGENHEIM BULLETSHARES 2022 C 0.0%
Value $400K Shares 18,700 Est. Cost Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value $394K Shares 5,100 Est. Cost Unrealized
GUGGENHEIM BULLETSHARES 2021 C 0.0%
Value $389K Shares 18,195 Est. Cost Unrealized
BLACKSTONE GROUP LP 0.0%
Value $384K Shares 11,500 Est. Cost Unrealized
DHS WISDOMTREE US HIGH DIVIDEND FU 0.0%
Value $378K Shares 5,400 Est. Cost Unrealized
VNQ VANGUARD REIT ETF 0.0%
Value $374K Shares 4,503 Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $369K Shares 1,797 Est. Cost Unrealized
UPS UNITED PARCEL SERVICE INC-B 0.0%
Value $365K Shares 3,041 Est. Cost Unrealized
EOG EOG RESOURCES INC 0.0%
Value $358K Shares 3,697 Est. Cost Unrealized
YUM YUM BRANDS INC 0.0%
Value $351K Shares 4,771 Est. Cost Unrealized
C CITIGROUP INC 0.0%
Value $346K Shares 4,750 Est. Cost Unrealized
GUGGENHEIM BULLETSHARES 2020 C 0.0%
Value $344K Shares 15,976 Est. Cost Unrealized
HARRIS CORP 0.0%
Value $343K Shares 2,607 Est. Cost Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value $342K Shares 2,333 Est. Cost Unrealized
WMT WAL-MART STORES INC 0.0%
Value $332K Shares 4,244 Est. Cost Unrealized
PAYX PAYCHEX INC 0.0%
Value $327K Shares 5,455 Est. Cost Unrealized
FTV FORTIVE CORP 0.0%
Value $320K Shares 4,521 Est. Cost Unrealized
MA MASTERCARD INC-A 0.0%
Value $315K Shares 2,228 Est. Cost Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value $314K Shares 1,600 Est. Cost Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value $312K Shares 3,989 Est. Cost Unrealized
AQUA AMERICA INC 0.0%
Value $308K Shares 9,271 Est. Cost Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value $303K Shares 2,585 Est. Cost Unrealized
NVO NOVO-NORDISK A/S ADR 0.0%
Value $302K Shares 6,275 Est. Cost Unrealized
KMI KINDER MORGAN INC 0.0%
Value $301K Shares 15,694 Est. Cost Unrealized
CNI CANADIAN NATL RAILWAY 0.0%
Value $298K Shares 3,600 Est. Cost Unrealized
GUGGENHEIM BULLETSHARES 2019 C 0.0%
Value $296K Shares 13,951 Est. Cost Unrealized
BIIB BIOGEN INC 0.0%
Value $293K Shares 936 Est. Cost Unrealized
IWP ISHARES RUSSELL M/C GROWTH ETF 0.0%
Value $281K Shares 2,480 Est. Cost Unrealized
PATTERSON COMPANIES INC 0.0%
Value $280K Shares 7,255 Est. Cost Unrealized
CAC CAMDEN NATL CORP 0.0%
Value $273K Shares 6,256 Est. Cost Unrealized
CMI CUMMINS INC 0.0%
Value $269K Shares 1,600 Est. Cost Unrealized
DUK DUKE ENERGY CORP 0.0%
Value $267K Shares 3,181 Est. Cost Unrealized
APACHE CORPORATION 0.0%
Value $264K Shares 5,767 Est. Cost Unrealized
WELLS FARGO NEW 0.0%
Value $263K Shares 200 Est. Cost Unrealized
GLW CORNING INC 0.0%
Value $262K Shares 8,745 Est. Cost Unrealized
CSX CSX CORP 0.0%
Value $259K Shares 4,780 Est. Cost Unrealized
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value $256K Shares 2,493 Est. Cost Unrealized
BLACKROCK INC 0.0%
Value $254K Shares 569 Est. Cost Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value $253K Shares 5,786 Est. Cost Unrealized
SBAC SBA COMMUNICATIONS CORP-REIT 0.0%
Value $251K Shares 1,740 Est. Cost Unrealized
ADBE ADOBE SYS INC 0.0%
Value $247K Shares 1,655 Est. Cost Unrealized
D DOMINION ENERGY INC 0.0%
Value $242K Shares 3,143 Est. Cost Unrealized
SYY SYSCO CORP 0.0%
Value $237K Shares 4,400 Est. Cost Unrealized
O REALTY INCOME CORP 0.0%
Value $237K Shares 4,150 Est. Cost Unrealized
XRAY DENTSPLY SIRONA INC 0.0%
Value $233K Shares 3,900 Est. Cost Unrealized
RAYTHEON CO 0.0%
Value $230K Shares 1,235 Est. Cost Unrealized
CIGNA CORPORATION 0.0%
Value $230K Shares 1,231 Est. Cost Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value $227K Shares 2,272 Est. Cost Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $219K Shares 209 Est. Cost Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value $217K Shares 4,848 Est. Cost Unrealized
NVS NOVARTIS AG ADR 0.0%
Value $217K Shares 2,525 Est. Cost Unrealized
ET ENERGY TRANSFER EQUITY LP 0.0%
Value $209K Shares 12,000 Est. Cost Unrealized
VYM VANGUARD HIGH DVD YIELD ETF 0.0%
Value $201K Shares 2,478 Est. Cost Unrealized
DWSN DAWSON GEOPHYSICAL CO 0.0%
Value $102K Shares 22,500 Est. Cost Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value $63,000 Shares 11,500 Est. Cost Unrealized