DAVIS R M INC Diversified Active

CIK: 0000891287 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 19, 2018

Total Value ($000): $2,570,244 (100.0% shares, 0.0% debt)

Holdings (223)

AAPL APPLE INC 3.0%
Value ($000) $77,676 Shares 419,623 Est. Cost $18.10 Unrealized +136.1%
IWV ISHARES RUSSELL 3000 INDEX 2.8%
Value ($000) $72,935 Shares 449,410 Est. Cost $135.53 Unrealized
WCN WASTE CONNECTIONS INC (ONTARIO 2.4%
Value ($000) $61,501 Shares 816,962 Est. Cost $58.56 Unrealized +21.2%
VEA VANGUARD FTSE DEV MKTS ETF 2.4%
Value ($000) $60,615 Shares 1,412,927 Est. Cost $38.89 Unrealized
AMT AMERICAN TOWER CORP 2.1%
Value ($000) $54,390 Shares 377,260 Est. Cost $67.64 Unrealized +68.3%
INTU INTUIT 1.9%
Value ($000) $49,859 Shares 244,041 Est. Cost $91.90 Unrealized +98.3%
GOOGL ALPHABET INC-A 1.9%
Value ($000) $49,247 Shares 43,613 Est. Cost $32.10 Unrealized +68.2%
DUNKIN BRANDS GROUP INC 1.8%
Value ($000) $46,404 Shares 671,835 Est. Cost $48.24 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 1.8%
Value ($000) $46,214 Shares 508,123 Est. Cost $18.94 Unrealized +112.2%
RED HAT INC 1.8%
Value ($000) $45,057 Shares 335,324 Est. Cost $71.37 Unrealized
PSX PHILLIPS 66 1.7%
Value ($000) $44,906 Shares 399,842 Est. Cost $45.15 Unrealized +84.1%
ROP ROPER TECHNOLOGIES INC 1.7%
Value ($000) $44,080 Shares 159,761 Est. Cost $118.98 Unrealized +121.7%
APH AMPHENOL CORP 1.7%
Value ($000) $42,768 Shares 490,740 Est. Cost $9.98 Unrealized +102.6%
CERNER CORP 1.7%
Value ($000) $42,721 Shares 714,511 Est. Cost $70.55 Unrealized
XOM EXXON MOBIL CORP 1.7%
Value ($000) $42,711 Shares 516,266 Est. Cost $53.95 Unrealized +4.1%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $42,544 Shares 350,614 Est. Cost $61.80 Unrealized +62.9%
MTD METTLER-TOLEDO INTERNATIONAL I 1.6%
Value ($000) $42,381 Shares 73,244 Est. Cost $212.95 Unrealized +167.9%
USB US BANCORP 1.6%
Value ($000) $41,975 Shares 839,164 Est. Cost $26.85 Unrealized +38.7%
DHR DANAHER CORP 1.6%
Value ($000) $41,046 Shares 415,954 Est. Cost $30.63 Unrealized +180.7%
V VISA INC-A 1.5%
Value ($000) $39,685 Shares 299,624 Est. Cost $67.35 Unrealized +81.3%
TJX TJX COS INC 1.5%
Value ($000) $38,807 Shares 407,718 Est. Cost $22.68 Unrealized +74.4%
PEP PEPSICO INC 1.5%
Value ($000) $38,361 Shares 352,355 Est. Cost $56.92 Unrealized +43.6%
AME AMETEK INC 1.5%
Value ($000) $37,337 Shares 517,418 Est. Cost $50.17 Unrealized +40.2%
IDXX IDEXX LABS CORP 1.4%
Value ($000) $37,224 Shares 170,801 Est. Cost $162.40 Unrealized +26.9%
BRK/B BERKSHIRE HATHAWAY INC-B 1.4%
Value ($000) $36,827 Shares 197,303 Est. Cost $164.51 Unrealized +18.5%
DIS WALT DISNEY CO 1.4%
Value ($000) $35,749 Shares 341,087 Est. Cost $84.38 Unrealized +15.2%
ECL ECOLAB INC 1.4%
Value ($000) $35,583 Shares 253,569 Est. Cost $74.64 Unrealized +78.1%
META FACEBOOK INC-A 1.4%
Value ($000) $35,564 Shares 183,019 Est. Cost $139.02 Unrealized +29.1%
UNITED TECHNOLOGIES CORP 1.4%
Value ($000) $34,938 Shares 279,439 Est. Cost $100.12 Unrealized
AWK AMERICAN WATER WORKS CO INC 1.4%
Value ($000) $34,919 Shares 408,982 Est. Cost $64.11 Unrealized +11.7%
TMO THERMO FISHER SCIENTIFIC INC 1.3%
Value ($000) $33,757 Shares 162,967 Est. Cost $147.48 Unrealized +41.0%
HSIC HENRY SCHEIN INC 1.3%
Value ($000) $33,511 Shares 461,327 Est. Cost $52.82 Unrealized +6.7%
OSK OSHKOSH CORP 1.3%
Value ($000) $33,012 Shares 469,452 Est. Cost $52.05 Unrealized +26.8%
UNILEVER PLC ADR 1.3%
Value ($000) $32,998 Shares 596,920 Est. Cost $41.10 Unrealized
CB CHUBB LTD 1.2%
Value ($000) $30,692 Shares 241,634 Est. Cost $99.90 Unrealized +16.6%
MDT MEDTRONIC PLC 1.2%
Value ($000) $30,489 Shares 356,137 Est. Cost $67.64 Unrealized +1.3%
MMM 3M CO 1.2%
Value ($000) $30,322 Shares 154,140 Est. Cost $124.67 Unrealized +4.4%
PRAXAIR INC 1.2%
Value ($000) $30,022 Shares 189,835 Est. Cost $132.55 Unrealized
HOLX HOLOGIC INC 1.1%
Value ($000) $29,342 Shares 738,174 Est. Cost $28.72 Unrealized +33.9%
VEU VANGUARD FTSE ALL WORLD EX-US 1.1%
Value ($000) $28,781 Shares 555,195 Est. Cost $49.98 Unrealized
BWA BORGWARNER INC 1.1%
Value ($000) $27,976 Shares 648,192 Est. Cost $33.45 Unrealized +16.8%
SYK STRYKER CORP 1.1%
Value ($000) $27,139 Shares 160,720 Est. Cost $57.74 Unrealized +168.1%
NTRS NORTHERN TRUST CORP 1.0%
Value ($000) $25,534 Shares 248,171 Est. Cost $44.69 Unrealized +88.7%
BKNG BOOKING HOLDINGS INC 0.9%
Value ($000) $23,920 Shares 11,800 Est. Cost $1933.58 Unrealized +7.2%
CTSH COGNIZANT TECH SOLUTIONS CORP 0.9%
Value ($000) $23,860 Shares 302,058 Est. Cost $40.87 Unrealized +72.3%
COST COSTCO WHOLESALE CORP 0.9%
Value ($000) $23,809 Shares 113,931 Est. Cost $93.00 Unrealized +91.1%
ACN ACCENTURE PLC 0.9%
Value ($000) $23,524 Shares 143,800 Est. Cost $107.12 Unrealized +30.0%
CFR CULLEN/FROST BANKERS INC 0.9%
Value ($000) $23,424 Shares 216,403 Est. Cost $73.36 Unrealized +22.5%
TROW T ROWE PRICE GROUP INC 0.9%
Value ($000) $23,204 Shares 199,878 Est. Cost $48.07 Unrealized +80.0%
AON PLC 0.9%
Value ($000) $22,606 Shares 164,802 Est. Cost $133.31 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $21,123 Shares 214,211 Est. Cost $43.28 Unrealized +107.4%
HSY HERSHEY CO 0.8%
Value ($000) $20,119 Shares 216,192 Est. Cost $73.81 Unrealized +5.4%
COP CONOCOPHILLIPS 0.8%
Value ($000) $19,437 Shares 279,180 Est. Cost $36.90 Unrealized +40.4%
VWO VANGUARD FTSE EMERGING MKTS ET 0.7%
Value ($000) $19,241 Shares 455,949 Est. Cost $40.29 Unrealized
UNP UNION PACIFIC CORP 0.7%
Value ($000) $18,942 Shares 133,696 Est. Cost $67.12 Unrealized +75.4%
TOL TOLL BROTHERS INC 0.7%
Value ($000) $18,430 Shares 498,254 Est. Cost $31.86 Unrealized +28.6%
CME CME GROUP INC 0.7%
Value ($000) $18,291 Shares 111,587 Est. Cost $88.50 Unrealized +41.0%
QCOM QUALCOMM INC 0.7%
Value ($000) $17,797 Shares 317,123 Est. Cost $46.77 Unrealized -1.8%
SHW SHERWIN WILLIAMS CO 0.7%
Value ($000) $17,732 Shares 43,507 Est. Cost $87.22 Unrealized +38.6%
ANSYS INC 0.7%
Value ($000) $17,591 Shares 100,995 Est. Cost $95.60 Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $17,370 Shares 166,700 Est. Cost $84.08 Unrealized +5.9%
NOC NORTHROP GRUMMAN CORP 0.7%
Value ($000) $16,860 Shares 54,793 Est. Cost $230.94 Unrealized +26.2%
TFX TELEFLEX INC 0.6%
Value ($000) $16,649 Shares 62,074 Est. Cost $255.23 Unrealized +0.5%
SBUX STARBUCKS CORP 0.6%
Value ($000) $16,643 Shares 340,694 Est. Cost $33.23 Unrealized +44.7%
MRK MERCK & CO INC 0.6%
Value ($000) $16,368 Shares 269,655 Est. Cost $44.23 Unrealized +0.7%
CYBERARK SOFTWARE LTD 0.6%
Value ($000) $14,569 Shares 231,397 Est. Cost $44.64 Unrealized
CCL CARNIVAL CORP 0.6%
Value ($000) $14,469 Shares 252,477 Est. Cost $55.97 Unrealized +5.3%
COOPER COMPANIES INC 0.6%
Value ($000) $14,455 Shares 61,393 Est. Cost $155.42 Unrealized
STZ CONSTELLATION BRANDS INC-A 0.5%
Value ($000) $13,880 Shares 63,417 Est. Cost $174.29 Unrealized +14.6%
NDSN NORDSON CORP 0.5%
Value ($000) $13,658 Shares 106,360 Est. Cost $120.94 Unrealized +0.6%
IJH ISHARES CORE S&P M/C ETF 0.5%
Value ($000) $13,548 Shares 69,554 Est. Cost $157.65 Unrealized
GOOG ALPHABET INC-C 0.5%
Value ($000) $13,473 Shares 12,076 Est. Cost $30.50 Unrealized +75.8%
NKE NIKE INC 0.5%
Value ($000) $13,149 Shares 165,026 Est. Cost $40.30 Unrealized +58.4%
MKC MCCORMICK & CO INC 0.5%
Value ($000) $12,857 Shares 110,747 Est. Cost $28.18 Unrealized +61.2%
ROK ROCKWELL AUTOMATION CORP 0.5%
Value ($000) $12,483 Shares 75,095 Est. Cost $158.42 Unrealized -4.8%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $12,479 Shares 186,165 Est. Cost $60.43 Unrealized -8.8%
HD HOME DEPOT INC 0.5%
Value ($000) $11,948 Shares 61,240 Est. Cost $139.38 Unrealized +11.2%
UNITEDHEALTH GROUP INC 0.5%
Value ($000) $11,703 Shares 47,703 Est. Cost $242.86 Unrealized
TORCHMARK CORP 0.4%
Value ($000) $11,135 Shares 136,779 Est. Cost $56.58 Unrealized
RBC RBC BEARINGS INC 0.4%
Value ($000) $10,768 Shares 83,598 Est. Cost $113.57 Unrealized +9.3%
SPY SPDR S&P 500 ETF TRUST 0.4%
Value ($000) $10,065 Shares 37,102 Est. Cost $190.57 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.4%
Value ($000) $9,737 Shares 72,586 Est. Cost $46.81 Unrealized +130.2%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $9,560 Shares 147,510 Est. Cost $44.76 Unrealized +22.0%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $7,994 Shares 102,408 Est. Cost $55.44 Unrealized +11.5%
CMCSA COMCAST CORP 0.3%
Value ($000) $7,360 Shares 224,315 Est. Cost $31.92 Unrealized -15.9%
VFC V F CORP 0.3%
Value ($000) $7,354 Shares 90,207 Est. Cost $50.53 Unrealized +49.1%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $6,026 Shares 89,977 Est. Cost $63.26 Unrealized
WY WEYERHAEUSER CO 0.2%
Value ($000) $5,697 Shares 156,244 Est. Cost $18.21 Unrealized +48.6%
TSCO TRACTOR SUPPLY COMPANY 0.2%
Value ($000) $4,315 Shares 56,415 Est. Cost $12.38 Unrealized -0.1%
HCSG HEALTHCARE SVCS GRP INC 0.2%
Value ($000) $4,242 Shares 98,215 Est. Cost $26.24 Unrealized +51.3%
CVX CHEVRON CORP 0.2%
Value ($000) $4,147 Shares 32,802 Est. Cost $71.08 Unrealized +25.4%
WFC WELLS FARGO CO 0.1%
Value ($000) $3,848 Shares 69,403 Est. Cost $29.17 Unrealized +48.6%
AMZN AMAZON COM INC 0.1%
Value ($000) $3,728 Shares 2,193 Est. Cost $25.71 Unrealized +208.7%
VTI VANGUARD US TOTAL STOCK MKT 0.1%
Value ($000) $3,313 Shares 23,592 Est. Cost $92.73 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $3,138 Shares 21,783 Est. Cost $55.42 Unrealized +104.9%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $3,049 Shares 28,940 Est. Cost $66.58 Unrealized +19.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $2,701 Shares 17,239 Est. Cost $71.80 Unrealized +88.8%
EMR EMERSON ELEC CO 0.1%
Value ($000) $2,661 Shares 38,480 Est. Cost $41.14 Unrealized +42.6%
ABBV ABBVIE INC 0.1%
Value ($000) $2,578 Shares 27,821 Est. Cost $47.31 Unrealized +49.0%
FFIV F5 NETWORKS INC 0.1%
Value ($000) $2,257 Shares 13,085 Est. Cost $92.55 Unrealized +80.1%
INVESCO BULLETSHARES 2022 CORP 0.1%
Value ($000) $2,154 Shares 104,305 Est. Cost $20.65 Unrealized
INVESCO BULLETSHARES 2021 CORP 0.1%
Value ($000) $2,130 Shares 102,648 Est. Cost $20.75 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $2,119 Shares 34,743 Est. Cost $32.12 Unrealized +65.5%
INVESCO BULLETSHARES 2020 CORP 0.1%
Value ($000) $2,063 Shares 97,953 Est. Cost $21.06 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value ($000) $2,027 Shares 26,573 Est. Cost $41.61 Unrealized +34.8%
PFE PFIZER INC 0.1%
Value ($000) $1,946 Shares 53,645 Est. Cost $19.30 Unrealized +25.9%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $1,907 Shares 14,775 Est. Cost $56.84 Unrealized +102.8%
MDY SPDR S&P M/C 400 ETF 0.1%
Value ($000) $1,905 Shares 5,366 Est. Cost $230.72 Unrealized
AYI ACUITY BRANDS INC 0.1%
Value ($000) $1,843 Shares 15,907 Est. Cost $179.78 Unrealized -34.0%
IBM INTL BUSINESS MACHINES CORP 0.1%
Value ($000) $1,814 Shares 12,985 Est. Cost $117.97 Unrealized -15.3%
IGSB ISHARES 1-3 YR CREDIT BOND ETF 0.1%
Value ($000) $1,785 Shares 17,216 Est. Cost $103.76 Unrealized
VB VANGUARD S/C ETF 0.1%
Value ($000) $1,717 Shares 11,031 Est. Cost $108.72 Unrealized
BA BOEING CO 0.1%
Value ($000) $1,648 Shares 4,912 Est. Cost $113.85 Unrealized +190.2%
INVESCO BULLETSHARES 2019 CORP 0.1%
Value ($000) $1,617 Shares 77,021 Est. Cost $20.99 Unrealized
LOW LOWE'S COMPANIES INC 0.1%
Value ($000) $1,603 Shares 16,775 Est. Cost $32.92 Unrealized +139.0%
RSP INVESCO S&P 500 EQUAL WGT ETF 0.1%
Value ($000) $1,577 Shares 15,477 Est. Cost $101.89 Unrealized
INVESCO BULLETSHARES 2023 CORP 0.1%
Value ($000) $1,508 Shares 74,670 Est. Cost $20.20 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,500 Shares 29,821 Est. Cost $29.59 Unrealized +8.8%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,410 Shares 8,611 Est. Cost $103.25 Unrealized
DOWDUPONT INC 0.1%
Value ($000) $1,306 Shares 19,813 Est. Cost $69.28 Unrealized
T AT&T INC 0.1%
Value ($000) $1,302 Shares 40,552 Est. Cost $12.67 Unrealized +14.6%
DE DEERE & CO 0.0%
Value ($000) $1,283 Shares 9,178 Est. Cost $74.72 Unrealized +75.8%
BF/B BROWN FORMAN CORP-B 0.0%
Value ($000) $1,214 Shares 24,763 Est. Cost $33.28 Unrealized +44.8%
INTC INTEL CORP 0.0%
Value ($000) $1,210 Shares 24,345 Est. Cost $24.30 Unrealized +85.4%
BIIB BIOGEN INC 0.0%
Value ($000) $1,204 Shares 4,150 Est. Cost $292.79 Unrealized -4.0%
AMGN AMGEN INC 0.0%
Value ($000) $1,151 Shares 6,236 Est. Cost $108.76 Unrealized +28.9%
KO COCA COLA CO 0.0%
Value ($000) $1,122 Shares 25,570 Est. Cost $28.57 Unrealized +19.1%
IWR ISHARES RUSSELL M/C ETF 0.0%
Value ($000) $1,114 Shares 5,253 Est. Cost $133.58 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $1,104 Shares 7,315 Est. Cost $63.27 Unrealized +98.0%
LLY ELI LILLY & CO 0.0%
Value ($000) $962 Shares 11,269 Est. Cost $50.06 Unrealized +47.2%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $958 Shares 17,317 Est. Cost $35.98 Unrealized +12.9%
CLX CLOROX CO 0.0%
Value ($000) $953 Shares 7,044 Est. Cost $69.90 Unrealized +41.5%
IJR ISHARES CORE S&P S/C ETF 0.0%
Value ($000) $949 Shares 11,370 Est. Cost $87.33 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ET 0.0%
Value ($000) $938 Shares 6,522 Est. Cost $102.70 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $938 Shares 6,774 Est. Cost $55.29 Unrealized +121.8%
ROYAL DUTCH SHELL ADR-A 0.0%
Value ($000) $893 Shares 12,895 Est. Cost $62.97 Unrealized
IVV ISHARES CORE S&P500 ETF 0.0%
Value ($000) $861 Shares 3,155 Est. Cost $231.80 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L 0.0%
Value ($000) $854 Shares 30,870 Est. Cost $45.64 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $834 Shares 19,370 Est. Cost $18.04 Unrealized +92.6%
TD TORONTO-DOMINION BANK 0.0%
Value ($000) $810 Shares 14,000 Est. Cost $44.56 Unrealized +28.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $763 Shares 2,582 Est. Cost $164.16 Unrealized +59.9%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $697 Shares 2,793 Est. Cost $226.62 Unrealized
BB&T CORP 0.0%
Value ($000) $682 Shares 13,528 Est. Cost $37.26 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $680 Shares 18,743 Est. Cost $24.47 Unrealized +41.5%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $679 Shares 5,553 Est. Cost $74.04 Unrealized +49.7%
GENERAL ELECTRIC CO 0.0%
Value ($000) $653 Shares 47,955 Est. Cost $25.06 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $637 Shares 14,461 Est. Cost $35.57 Unrealized +15.7%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $633 Shares 7,842 Est. Cost $56.10 Unrealized +0.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $632 Shares 11,120 Est. Cost $22.77 Unrealized +41.4%
IGIB ISHARES INTM CREDIT BOND ETF 0.0%
Value ($000) $591 Shares 5,559 Est. Cost $107.86 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $583 Shares 3,743 Est. Cost $76.51 Unrealized +77.2%
SJM SMUCKER J M CO 0.0%
Value ($000) $582 Shares 5,418 Est. Cost $72.07 Unrealized +21.9%
IJK ISHARES S&P MIDCAP 400 GWTH 0.0%
Value ($000) $575 Shares 2,560 Est. Cost $144.96 Unrealized
BND VANGUARD TOTAL BOND MKT ETF 0.0%
Value ($000) $557 Shares 7,034 Est. Cost $79.90 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $556 Shares 4,099 Est. Cost $71.79 Unrealized +76.2%
AVGO BROADCOM INC 0.0%
Value ($000) $545 Shares 2,247 Est. Cost $19.96 Unrealized -1.2%
XYL XYLEM INC 0.0%
Value ($000) $538 Shares 7,990 Est. Cost $23.98 Unrealized +176.2%
BNS BANK OF NOVA SCOTIA 0.0%
Value ($000) $506 Shares 8,851 Est. Cost $30.40 Unrealized +32.4%
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $490 Shares 7,090 Est. Cost $57.42 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $485 Shares 3,593 Est. Cost $58.75 Unrealized +90.0%
TOTAL SA ADR 0.0%
Value ($000) $480 Shares 7,934 Est. Cost $49.57 Unrealized
UNILEVER NV-NY SHARES 0.0%
Value ($000) $477 Shares 8,560 Est. Cost $43.59 Unrealized
INVESCO BULLETSHARES 2018 CORP 0.0%
Value ($000) $476 Shares 22,475 Est. Cost $21.18 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $453 Shares 8,520 Est. Cost $41.78 Unrealized +5.6%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $452 Shares 16,040 Est. Cost $25.76 Unrealized -3.5%
DEO DIAGEO PLC ADR 0.0%
Value ($000) $450 Shares 3,125 Est. Cost $109.12 Unrealized
LQD ISHARES IBOXX IG CORP BOND ETF 0.0%
Value ($000) $449 Shares 3,915 Est. Cost $114.69 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $446 Shares 3,584 Est. Cost $52.68 Unrealized +65.6%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $422 Shares 6,554 Est. Cost $56.77 Unrealized -9.0%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $411 Shares 4,391 Est. Cost $42.79 Unrealized +62.9%
AIZ ASSURANT INC 0.0%
Value ($000) $376 Shares 3,629 Est. Cost $69.47 Unrealized +17.2%
ADBE ADOBE SYS INC 0.0%
Value ($000) $374 Shares 1,536 Est. Cost $123.21 Unrealized +92.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $373 Shares 4,771 Est. Cost $50.78 Unrealized +42.9%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $361 Shares 1,506 Est. Cost $182.73 Unrealized +8.6%
UNM UNUM GROUP 0.0%
Value ($000) $354 Shares 9,581 Est. Cost $34.29 Unrealized +21.6%
FTV FORTIVE CORP 0.0%
Value ($000) $354 Shares 4,589 Est. Cost $34.21 Unrealized +35.3%
BLACKROCK INC 0.0%
Value ($000) $352 Shares 706 Est. Cost $404.85 Unrealized
SMMU PIMCO S/T MUNI BOND ETF 0.0%
Value ($000) $347 Shares 6,950 Est. Cost $49.85 Unrealized
IEMG ISHARES CORE MSCI EMERGING MKT 0.0%
Value ($000) $347 Shares 6,606 Est. Cost $56.83 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 0.0%
Value ($000) $341 Shares 1,985 Est. Cost $171.79 Unrealized
BLACKSTONE GROUP LP 0.0%
Value ($000) $338 Shares 10,500 Est. Cost $27.04 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $331 Shares 4,850 Est. Cost $36.88 Unrealized +41.7%
CAC CAMDEN NATL CORP 0.0%
Value ($000) $330 Shares 7,212 Est. Cost $28.90 Unrealized +16.3%
AQUA AMERICA INC 0.0%
Value ($000) $326 Shares 9,271 Est. Cost $26.73 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $326 Shares 6,379 Est. Cost $37.58 Unrealized +32.6%
IWP ISHARES RUSSELL M/C GROWTH ETF 0.0%
Value ($000) $325 Shares 2,568 Est. Cost $99.66 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $318 Shares 3,909 Est. Cost $47.00 Unrealized +54.6%
CSX CSX CORP 0.0%
Value ($000) $315 Shares 4,938 Est. Cost $13.66 Unrealized +36.1%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $314 Shares 656 Est. Cost $120.98 Unrealized +26.1%
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value ($000) $310 Shares 2,377 Est. Cost $75.55 Unrealized +50.1%
HARRIS CORP 0.0%
Value ($000) $305 Shares 2,111 Est. Cost $87.00 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $305 Shares 2,733 Est. Cost $102.94 Unrealized -0.7%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $300 Shares 5,000 Est. Cost $82.51 Unrealized
CNI CANADIAN NATL RAILWAY 0.0%
Value ($000) $294 Shares 3,600 Est. Cost $47.77 Unrealized +44.3%
MA MASTERCARD INC-A 0.0%
Value ($000) $291 Shares 1,483 Est. Cost $96.31 Unrealized +87.2%
SEAGATE TECHNOLOGY 0.0%
Value ($000) $286 Shares 5,062 Est. Cost $41.91 Unrealized
SBAC SBA COMMUNICATIONS CORP-REIT 0.0%
Value ($000) $282 Shares 1,705 Est. Cost $102.01 Unrealized +46.1%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $276 Shares 2,493 Est. Cost $61.00 Unrealized +35.3%
C CITIGROUP INC 0.0%
Value ($000) $275 Shares 4,116 Est. Cost $43.10 Unrealized +23.0%
VNQ VANGUARD REIT ETF 0.0%
Value ($000) $272 Shares 3,345 Est. Cost $82.81 Unrealized
MDLZ MONDELEZ INTL INC-A 0.0%
Value ($000) $270 Shares 6,575 Est. Cost $31.01 Unrealized +7.5%
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $261 Shares 6,017 Est. Cost $45.55 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $260 Shares 1,710 Est. Cost $152.05 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $253 Shares 1,357 Est. Cost $141.35 Unrealized +21.7%
WELLS FARGO NEW 0.0%
Value ($000) $252 Shares 200 Est. Cost $1240.00 Unrealized
BP BP PLC ADR 0.0%
Value ($000) $248 Shares 5,439 Est. Cost $41.81 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $239 Shares 1,434 Est. Cost $29.76 Unrealized +12.3%
UPS UNITED PARCEL SERVICE INC-B 0.0%
Value ($000) $229 Shares 2,155 Est. Cost $80.95 Unrealized +3.5%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $227 Shares 2,716 Est. Cost $66.34 Unrealized 0.0%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $224 Shares 2,838 Est. Cost $54.87 Unrealized +2.8%
RAYTHEON CO 0.0%
Value ($000) $223 Shares 1,156 Est. Cost $162.90 Unrealized
AETNA INC 0.0%
Value ($000) $222 Shares 1,210 Est. Cost $180.17 Unrealized
TRANSCANADA CORP 0.0%
Value ($000) $216 Shares 5,000 Est. Cost $42.55 Unrealized
NVO NOVO-NORDISK A/S ADR 0.0%
Value ($000) $216 Shares 4,675 Est. Cost $63.82 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $214 Shares 2,184 Est. Cost $88.59 Unrealized 0.0%
KEY KEYCORP 0.0%
Value ($000) $211 Shares 10,774 Est. Cost $13.07 Unrealized +7.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $210 Shares 3,075 Est. Cost $35.81 Unrealized +43.9%
AFL AFLAC INC 0.0%
Value ($000) $209 Shares 4,860 Est. Cost $36.04 Unrealized +4.2%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $207 Shares 12,000 Est. Cost $40.29 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $207 Shares 5,391 Est. Cost $41.14 Unrealized -3.7%
ABERDEEN ASIA PACIFIC INCOME F 0.0%
Value ($000) $100 Shares 23,262 Est. Cost $4.87 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $85 Shares 12,500 Est. Cost $3.73 Unrealized
GABELLI EQUITY TRUST 0.0%
Value ($000) $67 Shares 10,740 Est. Cost $6.18 Unrealized