DAVIS R M INC Diversified Active

CIK: 0000891287 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 31, 2019

Total Value ($000): $2,810,129 (100.0% shares, 0.0% debt)

Holdings (233)

IWV iShares Russell 3000 ETF 3.0%
Value ($000) $84,636 Shares 491,040 Est. Cost $138.94 Unrealized
AAPL Apple Inc 2.8%
Value ($000) $79,564 Shares 402,002 Est. Cost $18.10 Unrealized +157.5%
AMT American Tower Corp 2.7%
Value ($000) $75,918 Shares 371,327 Est. Cost $67.64 Unrealized +148.6%
DHR Danaher Corp 2.1%
Value ($000) $58,856 Shares 411,810 Est. Cost $31.35 Unrealized +266.7%
DIS Walt Disney Co 2.1%
Value ($000) $58,427 Shares 418,413 Est. Cost $89.48 Unrealized +43.1%
VEA Vanguard FTSE Dev Mkts ETF 2.1%
Value ($000) $58,163 Shares 1,394,465 Est. Cost $38.89 Unrealized
WCN Waste Connections Inc 2.1%
Value ($000) $57,766 Shares 604,372 Est. Cost $58.56 Unrealized +50.3%
MTD Mettler-Toledo Intl Inc 1.9%
Value ($000) $53,220 Shares 63,357 Est. Cost $212.95 Unrealized +254.2%
AWK American Water Works Co Inc 1.9%
Value ($000) $52,913 Shares 456,143 Est. Cost $65.33 Unrealized +49.2%
INTU Intuit Inc 1.9%
Value ($000) $52,467 Shares 200,770 Est. Cost $91.90 Unrealized +164.9%
BRK/B Berkshire Hathaway Inc-B 1.9%
Value ($000) $52,458 Shares 246,085 Est. Cost $172.69 Unrealized +19.8%
GOOGL Alphabet Inc-A 1.8%
Value ($000) $49,898 Shares 46,082 Est. Cost $33.16 Unrealized +73.3%
MCHP Microchip Technology Inc 1.7%
Value ($000) $49,058 Shares 565,833 Est. Cost $20.74 Unrealized +89.1%
ROP Roper Technologies Inc 1.7%
Value ($000) $48,382 Shares 132,097 Est. Cost $118.98 Unrealized +186.9%
V Visa Inc-A 1.7%
Value ($000) $47,716 Shares 274,942 Est. Cost $67.35 Unrealized +132.1%
TMO Thermo Fisher Scientific Inc 1.7%
Value ($000) $46,548 Shares 158,500 Est. Cost $147.48 Unrealized +83.6%
TJX TJX Companies Inc 1.6%
Value ($000) $46,356 Shares 876,631 Est. Cost $35.13 Unrealized +38.5%
JNJ Johnson & Johnson 1.6%
Value ($000) $45,826 Shares 329,019 Est. Cost $61.80 Unrealized +85.7%
PEP Pepsico Inc 1.6%
Value ($000) $45,038 Shares 343,463 Est. Cost $58.00 Unrealized +80.6%
Cerner Corp 1.6%
Value ($000) $44,898 Shares 612,525 Est. Cost $70.55 Unrealized
ECL Ecolab Inc 1.6%
Value ($000) $44,837 Shares 227,091 Est. Cost $74.64 Unrealized +132.1%
APH Amphenol Corp 1.6%
Value ($000) $43,830 Shares 456,848 Est. Cost $9.98 Unrealized +126.3%
USB US Bancorp 1.5%
Value ($000) $42,881 Shares 818,334 Est. Cost $26.85 Unrealized +45.0%
AME Ametek Inc 1.5%
Value ($000) $41,475 Shares 456,574 Est. Cost $50.17 Unrealized +63.3%
Dunkin Brands Group Inc 1.4%
Value ($000) $40,609 Shares 509,785 Est. Cost $48.24 Unrealized
MSFT Microsoft Corp 1.4%
Value ($000) $39,320 Shares 293,521 Est. Cost $59.96 Unrealized +99.3%
Unilever Plc ADR 1.4%
Value ($000) $39,218 Shares 632,849 Est. Cost $41.84 Unrealized
CB Chubb Ltd 1.4%
Value ($000) $38,340 Shares 260,303 Est. Cost $101.02 Unrealized +28.1%
PSX Phillips 66 1.4%
Value ($000) $38,282 Shares 409,257 Est. Cost $45.80 Unrealized +49.6%
Linde Plc 1.4%
Value ($000) $37,988 Shares 189,182 Est. Cost $159.11 Unrealized
IDXX Idexx Labs Corp 1.3%
Value ($000) $37,347 Shares 135,644 Est. Cost $162.40 Unrealized +51.7%
United Technologies Corp 1.3%
Value ($000) $35,913 Shares 275,828 Est. Cost $101.19 Unrealized
OSK Oshkosh Corp 1.2%
Value ($000) $33,775 Shares 404,537 Est. Cost $52.18 Unrealized +35.2%
MDT Medtronic Plc 1.2%
Value ($000) $33,564 Shares 344,632 Est. Cost $67.64 Unrealized +12.6%
XOM Exxon Mobil Corp 1.2%
Value ($000) $33,540 Shares 437,691 Est. Cost $53.95 Unrealized +5.4%
VEU Vanguard FTSE All World Ex-US 1.2%
Value ($000) $33,144 Shares 650,004 Est. Cost $49.71 Unrealized
META Facebook Inc-A 1.1%
Value ($000) $31,810 Shares 164,819 Est. Cost $139.02 Unrealized +30.5%
COST Costco Wholesale Corp 1.1%
Value ($000) $31,438 Shares 118,967 Est. Cost $96.40 Unrealized +135.1%
AMZN Amazon.com Inc 1.1%
Value ($000) $30,745 Shares 16,236 Est. Cost $79.81 Unrealized +16.7%
Aon PLC 1.1%
Value ($000) $30,369 Shares 157,371 Est. Cost $133.53 Unrealized
NEE Nextera Energy Inc 1.1%
Value ($000) $30,267 Shares 147,746 Est. Cost $38.09 Unrealized +9.7%
CFR Cullen/Frost Bankers Inc 1.0%
Value ($000) $29,166 Shares 311,408 Est. Cost $75.64 Unrealized +5.5%
TFX Teleflex Inc 1.0%
Value ($000) $28,388 Shares 85,726 Est. Cost $256.59 Unrealized +13.2%
HSY Hershey Co 1.0%
Value ($000) $28,258 Shares 210,831 Est. Cost $74.45 Unrealized +46.3%
HSIC Henry Schein Inc 1.0%
Value ($000) $28,203 Shares 403,473 Est. Cost $52.82 Unrealized +25.2%
BKNG Booking Holdings Inc 0.9%
Value ($000) $25,434 Shares 13,567 Est. Cost $1917.90 Unrealized -7.9%
SYK Stryker Corp 0.9%
Value ($000) $25,295 Shares 123,042 Est. Cost $57.74 Unrealized +207.9%
CTSH Cognizant Tech Solutions Corp 0.9%
Value ($000) $24,719 Shares 389,949 Est. Cost $46.04 Unrealized +29.1%
QCOM Qualcomm Inc 0.9%
Value ($000) $24,500 Shares 322,068 Est. Cost $47.04 Unrealized +33.3%
JPM JP Morgan Chase & Co 0.9%
Value ($000) $24,151 Shares 216,022 Est. Cost $85.39 Unrealized +7.8%
ACN Accenture Plc 0.9%
Value ($000) $24,011 Shares 129,952 Est. Cost $107.12 Unrealized +52.8%
MMM 3M Co 0.8%
Value ($000) $23,807 Shares 137,341 Est. Cost $124.67 Unrealized -3.2%
MRK Merck & Co Inc 0.8%
Value ($000) $23,089 Shares 275,363 Est. Cost $44.66 Unrealized +39.1%
VWO Vanguard FTSE EM ETF 0.8%
Value ($000) $22,975 Shares 540,200 Est. Cost $40.37 Unrealized
CME CME Group Inc 0.8%
Value ($000) $22,313 Shares 114,950 Est. Cost $91.57 Unrealized +57.8%
SHW Sherwin-Williams Co 0.8%
Value ($000) $21,427 Shares 46,755 Est. Cost $89.60 Unrealized +57.3%
NTRS Northern Trust Corp 0.7%
Value ($000) $20,557 Shares 228,413 Est. Cost $44.69 Unrealized +67.8%
Ansys Inc 0.7%
Value ($000) $20,545 Shares 100,309 Est. Cost $97.08 Unrealized
HD Home Depot Inc 0.7%
Value ($000) $19,961 Shares 95,978 Est. Cost $145.68 Unrealized +16.4%
COP Conocophillips 0.7%
Value ($000) $19,714 Shares 323,185 Est. Cost $39.62 Unrealized +24.3%
UNP Union Pacific Corp 0.7%
Value ($000) $19,326 Shares 114,280 Est. Cost $67.12 Unrealized +120.2%
STZ Constellation Brands Inc-A 0.7%
Value ($000) $18,868 Shares 95,804 Est. Cost $171.90 Unrealized +1.9%
IJH iShares Core S&P M/C ETF 0.7%
Value ($000) $18,749 Shares 96,515 Est. Cost $166.80 Unrealized
TROW T Rowe Price Group Inc 0.6%
Value ($000) $18,039 Shares 164,421 Est. Cost $48.07 Unrealized +67.4%
BWA Borgwarner Inc 0.6%
Value ($000) $17,712 Shares 421,917 Est. Cost $33.28 Unrealized -4.1%
NOC Northrop Grumman Corp 0.6%
Value ($000) $16,827 Shares 52,079 Est. Cost $233.04 Unrealized +14.7%
UNH Unitedhealth Group Inc 0.6%
Value ($000) $16,073 Shares 65,869 Est. Cost $229.90 Unrealized -6.3%
RBC RBC Bearings Inc 0.5%
Value ($000) $14,899 Shares 89,316 Est. Cost $117.32 Unrealized +20.6%
SPY SPDR S&P 500 ETF 0.5%
Value ($000) $14,169 Shares 48,358 Est. Cost $209.41 Unrealized
ROK Rockwell Automation Corp 0.5%
Value ($000) $12,974 Shares 79,194 Est. Cost $157.39 Unrealized -4.8%
NDSN Nordson Corp 0.4%
Value ($000) $11,876 Shares 84,039 Est. Cost $121.24 Unrealized +5.7%
NKE Nike Inc 0.4%
Value ($000) $11,681 Shares 139,139 Est. Cost $40.30 Unrealized +91.3%
GOOG Alphabet Inc-C 0.4%
Value ($000) $11,598 Shares 10,730 Est. Cost $30.50 Unrealized +87.7%
PG Procter & Gamble Co 0.4%
Value ($000) $11,224 Shares 102,364 Est. Cost $56.31 Unrealized +60.7%
MKC McCormick & Co Inc 0.4%
Value ($000) $11,201 Shares 72,262 Est. Cost $28.18 Unrealized +140.6%
CCL Carnival Corp 0.4%
Value ($000) $10,761 Shares 231,179 Est. Cost $56.09 Unrealized -10.3%
Torchmark Corp 0.4%
Value ($000) $10,553 Shares 117,960 Est. Cost $56.58 Unrealized
ADP Automatic Data Processing Inc 0.4%
Value ($000) $10,431 Shares 63,091 Est. Cost $46.81 Unrealized +201.2%
WEX WEX Inc 0.4%
Value ($000) $10,020 Shares 48,148 Est. Cost $200.09 Unrealized +0.6%
HOLX Hologic Inc 0.4%
Value ($000) $9,938 Shares 206,946 Est. Cost $28.72 Unrealized +61.0%
BA Boeing Co 0.3%
Value ($000) $9,715 Shares 26,690 Est. Cost $311.67 Unrealized +14.6%
CL Colgate Palmolive Co 0.3%
Value ($000) $8,949 Shares 124,868 Est. Cost $44.76 Unrealized +35.9%
SBUX Starbucks Corp 0.3%
Value ($000) $7,097 Shares 84,657 Est. Cost $33.23 Unrealized +104.4%
TOL Toll Brothers Inc 0.2%
Value ($000) $6,811 Shares 185,982 Est. Cost $31.86 Unrealized +17.2%
TSCO Tractor Supply Co 0.2%
Value ($000) $6,572 Shares 60,408 Est. Cost $12.67 Unrealized +47.1%
CMCSA Comcast Corp 0.2%
Value ($000) $6,106 Shares 144,425 Est. Cost $31.92 Unrealized +11.4%
Invesco Bulletshares 2021 Corp 0.2%
Value ($000) $5,487 Shares 258,925 Est. Cost $20.86 Unrealized
Invesco Bulletshares 2022 Corp 0.2%
Value ($000) $5,411 Shares 252,923 Est. Cost $20.82 Unrealized
Cooper Companies Inc 0.2%
Value ($000) $5,328 Shares 15,814 Est. Cost $155.42 Unrealized
Invesco Bulletshares 2020 Corp 0.2%
Value ($000) $5,132 Shares 241,415 Est. Cost $21.13 Unrealized
IWB iShares Russell 1000 ETF 0.2%
Value ($000) $5,070 Shares 31,145 Est. Cost $158.95 Unrealized
Invesco Bulletshares 2023 Corp 0.2%
Value ($000) $4,513 Shares 213,344 Est. Cost $20.45 Unrealized
VTI Vanguard Total Stock Mkt ETF 0.2%
Value ($000) $4,406 Shares 29,358 Est. Cost $101.38 Unrealized
Activision Blizzard Inc 0.1%
Value ($000) $3,993 Shares 84,593 Est. Cost $46.07 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $3,779 Shares 87,240 Est. Cost $23.74 Unrealized +23.1%
AKAM Akamai Technologies Inc 0.1%
Value ($000) $3,779 Shares 47,151 Est. Cost $77.34 Unrealized 0.0%
CVX Chevron Corp 0.1%
Value ($000) $3,740 Shares 30,056 Est. Cost $71.29 Unrealized +26.6%
MCD McDonalds Corp 0.1%
Value ($000) $3,325 Shares 16,012 Est. Cost $75.10 Unrealized +126.0%
IGSB iShares S/T Corporate Bond ETF 0.1%
Value ($000) $3,292 Shares 61,598 Est. Cost $66.59 Unrealized
Invesco Bulletshares 2019 Corp 0.1%
Value ($000) $3,226 Shares 152,974 Est. Cost $21.03 Unrealized
VFC VF Corp 0.1%
Value ($000) $2,925 Shares 33,491 Est. Cost $50.53 Unrealized +70.5%
HON Honeywell International Inc 0.1%
Value ($000) $2,588 Shares 14,825 Est. Cost $55.42 Unrealized +150.2%
ABT Abbott Labs 0.1%
Value ($000) $2,487 Shares 29,566 Est. Cost $32.12 Unrealized +118.6%
IGIB iShares I/T Corporate Bond ETF 0.1%
Value ($000) $2,307 Shares 40,502 Est. Cost $61.23 Unrealized
Covetrus Inc 0.1%
Value ($000) $2,305 Shares 94,242 Est. Cost $31.85 Unrealized
MDY SPDR S&P M/C 400 ETF 0.1%
Value ($000) $2,251 Shares 6,348 Est. Cost $249.37 Unrealized
Cyberark Software Ltd 0.1%
Value ($000) $2,227 Shares 17,423 Est. Cost $45.74 Unrealized
YUM Yum Brands Inc 0.1%
Value ($000) $2,149 Shares 19,420 Est. Cost $67.47 Unrealized +36.2%
EFA iShares MSCI EAFE ETF 0.1%
Value ($000) $2,134 Shares 32,463 Est. Cost $63.26 Unrealized
EMR Emerson Electric Co 0.1%
Value ($000) $2,019 Shares 30,260 Est. Cost $41.14 Unrealized +39.7%
VZ Verizon Communications Inc 0.1%
Value ($000) $1,894 Shares 33,159 Est. Cost $30.82 Unrealized +29.9%
VB Vanguard S/C ETF 0.1%
Value ($000) $1,882 Shares 12,013 Est. Cost $111.64 Unrealized
Invesco Bulletshares 2024 Corp 0.1%
Value ($000) $1,848 Shares 86,984 Est. Cost $20.80 Unrealized
KMB Kimberly Clark Corp 0.1%
Value ($000) $1,603 Shares 12,031 Est. Cost $66.58 Unrealized +53.5%
ABBV Abbvie Inc 0.1%
Value ($000) $1,590 Shares 21,871 Est. Cost $47.31 Unrealized +25.5%
T AT&T Inc 0.1%
Value ($000) $1,492 Shares 44,512 Est. Cost $13.10 Unrealized +15.1%
OMC Omnicom Group Inc 0.1%
Value ($000) $1,454 Shares 17,743 Est. Cost $41.61 Unrealized +48.9%
NSC Norfolk Southern Corp 0.1%
Value ($000) $1,422 Shares 7,132 Est. Cost $63.27 Unrealized +174.0%
BF/B Brown Forman Corp-B 0.0%
Value ($000) $1,373 Shares 24,763 Est. Cost $33.28 Unrealized +43.0%
RSP Invesco S&P 500 Equal Weight E 0.0%
Value ($000) $1,370 Shares 12,710 Est. Cost $91.40 Unrealized
IWR iShares Russell M/C ETF 0.0%
Value ($000) $1,355 Shares 24,248 Est. Cost $65.24 Unrealized
DE Deere & Co 0.0%
Value ($000) $1,344 Shares 8,109 Est. Cost $74.72 Unrealized +89.3%
IBM Intl Business Machines Corp 0.0%
Value ($000) $1,344 Shares 9,745 Est. Cost $117.28 Unrealized -15.9%
IJR iShares Core S&P S/C ETF 0.0%
Value ($000) $1,307 Shares 16,697 Est. Cost $81.02 Unrealized
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $1,270 Shares 8,166 Est. Cost $105.62 Unrealized
LOW Lowe's Companies Inc 0.0%
Value ($000) $1,242 Shares 12,312 Est. Cost $32.92 Unrealized +183.9%
INTC Intel Corp 0.0%
Value ($000) $1,194 Shares 24,948 Est. Cost $28.49 Unrealized +51.3%
AMGN Amgen Inc 0.0%
Value ($000) $1,161 Shares 6,298 Est. Cost $112.82 Unrealized +29.6%
KO Coca Cola Co 0.0%
Value ($000) $1,158 Shares 22,738 Est. Cost $28.57 Unrealized +39.8%
IWF iShares Russell 1000 Gwth ETF 0.0%
Value ($000) $1,151 Shares 7,313 Est. Cost $109.44 Unrealized
Red Hat Inc 0.0%
Value ($000) $1,015 Shares 5,405 Est. Cost $72.92 Unrealized
CSCO Cisco Systems Inc 0.0%
Value ($000) $1,012 Shares 18,499 Est. Cost $18.42 Unrealized +145.3%
CLX Clorox Co 0.0%
Value ($000) $984 Shares 6,428 Est. Cost $72.63 Unrealized +73.1%
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $960 Shares 3,257 Est. Cost $236.86 Unrealized
YUMC Yum China Holdings Inc 0.0%
Value ($000) $914 Shares 19,780 Est. Cost $37.11 Unrealized +17.0%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $905 Shares 3,999 Est. Cost $82.25 Unrealized +114.3%
ORCL Oracle Corp 0.0%
Value ($000) $893 Shares 15,674 Est. Cost $36.93 Unrealized +33.1%
ITW Illinois Tool Wks Inc 0.0%
Value ($000) $872 Shares 5,783 Est. Cost $55.29 Unrealized +132.6%
Royal Dutch Shell ADR-A 0.0%
Value ($000) $851 Shares 13,076 Est. Cost $63.12 Unrealized
TD Toronto-Dominion Bank 0.0%
Value ($000) $727 Shares 12,458 Est. Cost $44.78 Unrealized +25.6%
EPD Enterprise Products Partners L 0.0%
Value ($000) $707 Shares 24,475 Est. Cost $45.42 Unrealized
MA Mastercard Inc-A 0.0%
Value ($000) $695 Shares 2,628 Est. Cost $162.45 Unrealized +48.6%
BAC Bank of America Corp 0.0%
Value ($000) $690 Shares 23,808 Est. Cost $25.09 Unrealized -2.4%
LLY Eli Lilly & Co 0.0%
Value ($000) $666 Shares 6,008 Est. Cost $50.06 Unrealized +115.8%
BND Vanguard Total Bond Mkt ETF 0.0%
Value ($000) $662 Shares 7,971 Est. Cost $80.16 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $657 Shares 2,442 Est. Cost $230.71 Unrealized
BRK/A Berkshire Hathaway Inc-A 0.0%
Value ($000) $637 Shares 2 Est. Cost $313083.50 Unrealized -0.7%
CHD Church & Dwight Inc 0.0%
Value ($000) $614 Shares 8,405 Est. Cost $46.62 Unrealized +47.4%
Unilever NV-NY Shares 0.0%
Value ($000) $605 Shares 9,959 Est. Cost $46.49 Unrealized
IJK iShares S&P M/C 400 Gwth ETF 0.0%
Value ($000) $592 Shares 2,616 Est. Cost $166.59 Unrealized
PM Philip Morris Intl Inc 0.0%
Value ($000) $588 Shares 7,490 Est. Cost $55.95 Unrealized +4.1%
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $587 Shares 12,942 Est. Cost $35.98 Unrealized +0.4%
MO Altria Group Inc 0.0%
Value ($000) $528 Shares 11,160 Est. Cost $24.50 Unrealized +26.2%
AVGO Broadcom Ltd 0.0%
Value ($000) $519 Shares 1,803 Est. Cost $19.38 Unrealized +25.8%
BB&T Corp 0.0%
Value ($000) $512 Shares 10,418 Est. Cost $37.26 Unrealized
WY Weyerhaeuser Co 0.0%
Value ($000) $501 Shares 19,003 Est. Cost $18.21 Unrealized +8.2%
AIZ Assurant Inc 0.0%
Value ($000) $499 Shares 4,690 Est. Cost $75.38 Unrealized +16.2%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $482 Shares 7,843 Est. Cost $55.83 Unrealized
DEO Diageo Plc ADR 0.0%
Value ($000) $481 Shares 2,792 Est. Cost $111.08 Unrealized
IVW iShares S&P 500 Gwth ETF 0.0%
Value ($000) $478 Shares 2,665 Est. Cost $172.28 Unrealized
FFIV F5 Networks Inc 0.0%
Value ($000) $460 Shares 3,160 Est. Cost $92.55 Unrealized +61.8%
TRV Travelers Companies Inc 0.0%
Value ($000) $456 Shares 3,053 Est. Cost $74.04 Unrealized +68.8%
Magellan Midstream Partners LP 0.0%
Value ($000) $455 Shares 7,115 Est. Cost $57.54 Unrealized
SJM Smucker JM Co 0.0%
Value ($000) $451 Shares 3,918 Est. Cost $72.07 Unrealized +36.5%
Bank Amer Corp 0.0%
Value ($000) $425 Shares 310 Est. Cost $1370.97 Unrealized
ADBE Adobe Systems Inc 0.0%
Value ($000) $420 Shares 1,426 Est. Cost $145.21 Unrealized +91.3%
Blackstone Group LP 0.0%
Value ($000) $413 Shares 9,300 Est. Cost $27.04 Unrealized
Xilinx Inc 0.0%
Value ($000) $413 Shares 3,500 Est. Cost $118.00 Unrealized
PNC PNC Financial Services Group 0.0%
Value ($000) $408 Shares 2,972 Est. Cost $69.15 Unrealized +50.6%
DD Du Pont De Nemours 0.0%
Value ($000) $395 Shares 5,264 Est. Cost $27.24 Unrealized 0.0%
FISV Fiserv Inc 0.0%
Value ($000) $386 Shares 4,235 Est. Cost $78.72 Unrealized +11.3%
IWP iShares Russell M/C Gwth ETF 0.0%
Value ($000) $380 Shares 2,667 Est. Cost $103.94 Unrealized
General Electric Co 0.0%
Value ($000) $379 Shares 36,116 Est. Cost $22.56 Unrealized
HCSG Healthcare Svcs Grp Inc 0.0%
Value ($000) $373 Shares 12,300 Est. Cost $26.24 Unrealized +25.9%
Total SA ADR 0.0%
Value ($000) $367 Shares 6,578 Est. Cost $49.57 Unrealized
MDLZ Mondelez Intl Inc-A 0.0%
Value ($000) $358 Shares 6,640 Est. Cost $31.46 Unrealized +40.2%
VNQ Vanguard REIT ETF 0.0%
Value ($000) $357 Shares 4,082 Est. Cost $83.76 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $348 Shares 4,155 Est. Cost $27.46 Unrealized +168.0%
IVE iShares S&P 500 Value 0.0%
Value ($000) $330 Shares 2,828 Est. Cost $112.80 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $328 Shares 4,644 Est. Cost $37.77 Unrealized +57.7%
WM Waste Management Inc 0.0%
Value ($000) $326 Shares 2,829 Est. Cost $47.00 Unrealized +106.9%
CSX CSX Corp 0.0%
Value ($000) $325 Shares 4,201 Est. Cost $14.47 Unrealized +62.8%
D Dominion Energy Inc 0.0%
Value ($000) $324 Shares 4,194 Est. Cost $53.11 Unrealized +7.0%
IWD iShares Russell1000 Value ETF 0.0%
Value ($000) $317 Shares 2,495 Est. Cost $127.05 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $317 Shares 3,136 Est. Cost $43.19 Unrealized +65.5%
CAT Caterpillar Inc 0.0%
Value ($000) $316 Shares 2,317 Est. Cost $71.79 Unrealized +59.8%
DUK Duke Energy Corp 0.0%
Value ($000) $316 Shares 3,576 Est. Cost $58.69 Unrealized +15.5%
Blackrock Inc 0.0%
Value ($000) $307 Shares 654 Est. Cost $411.86 Unrealized
CRM Salesforce.Com Inc 0.0%
Value ($000) $307 Shares 2,024 Est. Cost $154.83 Unrealized 0.0%
VIG Vanguard Dvd Appreciation ETF 0.0%
Value ($000) $305 Shares 2,648 Est. Cost $109.52 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $298 Shares 6,640 Est. Cost $39.35 Unrealized 0.0%
QQQ Invesco QQQ Trust Series 1 ETF 0.0%
Value ($000) $290 Shares 1,551 Est. Cost $154.07 Unrealized
EOG EOG Resources Inc 0.0%
Value ($000) $285 Shares 3,059 Est. Cost $60.69 Unrealized +15.9%
PAYX Paychex Inc 0.0%
Value ($000) $285 Shares 3,462 Est. Cost $38.62 Unrealized +80.1%
EEM iShares MSCI EM ETF 0.0%
Value ($000) $284 Shares 6,627 Est. Cost $44.97 Unrealized
CNI Canadian Natl Railway 0.0%
Value ($000) $284 Shares 3,070 Est. Cost $56.12 Unrealized +44.4%
SMMU Pimco S/T Muni Bond ETF 0.0%
Value ($000) $277 Shares 5,481 Est. Cost $49.85 Unrealized
Raytheon Co 0.0%
Value ($000) $276 Shares 1,586 Est. Cost $174.02 Unrealized
Wells Fargo New 0.0%
Value ($000) $273 Shares 200 Est. Cost $1240.00 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $273 Shares 5,000 Est. Cost $81.34 Unrealized
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $272 Shares 519 Est. Cost $126.45 Unrealized +35.5%
AFL Aflac Inc 0.0%
Value ($000) $266 Shares 4,860 Est. Cost $36.04 Unrealized +22.3%
VMC Vulcan Materials Co 0.0%
Value ($000) $264 Shares 1,925 Est. Cost $57.88 Unrealized +108.3%
Harris Corp 0.0%
Value ($000) $261 Shares 1,382 Est. Cost $87.00 Unrealized
WMT Wal-Mart Stores Inc 0.0%
Value ($000) $259 Shares 2,346 Est. Cost $27.38 Unrealized +14.3%
BNS Bank of Nova Scotia 0.0%
Value ($000) $253 Shares 4,660 Est. Cost $30.49 Unrealized +22.7%
SLB Schlumberger Ltd 0.0%
Value ($000) $253 Shares 6,358 Est. Cost $60.43 Unrealized -44.3%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $252 Shares 2,501 Est. Cost $100.76 Unrealized
IEMG iShares Core MSCI EM ETF 0.0%
Value ($000) $247 Shares 4,805 Est. Cost $47.39 Unrealized
OKE Oneok Inc 0.0%
Value ($000) $247 Shares 3,587 Est. Cost $43.86 Unrealized 0.0%
XLF Financial Select Sector SPDR 0.0%
Value ($000) $246 Shares 8,910 Est. Cost $26.92 Unrealized
DOW Dow Inc 0.0%
Value ($000) $245 Shares 4,978 Est. Cost $36.37 Unrealized 0.0%
LMT Lockheed Martin Corp 0.0%
Value ($000) $243 Shares 670 Est. Cost $165.35 Unrealized +69.2%
Aqua America Inc 0.0%
Value ($000) $243 Shares 5,875 Est. Cost $26.73 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $243 Shares 6,054 Est. Cost $37.86 Unrealized +4.8%
GD General Dynamics Corp 0.0%
Value ($000) $241 Shares 1,326 Est. Cost $147.75 Unrealized 0.0%
WFC Wells Fargo & Co 0.0%
Value ($000) $240 Shares 5,070 Est. Cost $29.54 Unrealized +32.3%
NVO Novo-Nordisk A/S ADR 0.0%
Value ($000) $239 Shares 4,675 Est. Cost $63.82 Unrealized
PYPL Paypal Holdings Inc 0.0%
Value ($000) $239 Shares 2,091 Est. Cost $95.03 Unrealized +16.4%
Seagate Technology 0.0%
Value ($000) $239 Shares 5,062 Est. Cost $47.81 Unrealized
FTV Fortive Corp 0.0%
Value ($000) $230 Shares 2,825 Est. Cost $38.62 Unrealized +30.8%
JKHY Jack Henry & Associates Inc 0.0%
Value ($000) $226 Shares 1,687 Est. Cost $75.55 Unrealized +69.1%
CAC Camden Natl Corp 0.0%
Value ($000) $225 Shares 4,900 Est. Cost $31.66 Unrealized +5.5%
IJJ iShares S&P M/C 400 Value ETF 0.0%
Value ($000) $224 Shares 1,404 Est. Cost $156.70 Unrealized
AXP American Express Co 0.0%
Value ($000) $220 Shares 1,784 Est. Cost $88.90 Unrealized +20.9%
Varian Medical Systems Inc 0.0%
Value ($000) $218 Shares 1,600 Est. Cost $141.88 Unrealized
NVS Novartis Ag ADR 0.0%
Value ($000) $210 Shares 2,295 Est. Cost $85.98 Unrealized
GLW Corning Inc 0.0%
Value ($000) $210 Shares 6,314 Est. Cost $26.62 Unrealized 0.0%
GSG iShares S&P GSCI Commodity ETF 0.0%
Value ($000) $204 Shares 13,040 Est. Cost $15.95 Unrealized
MUNI Pimco Intm Muni Bond ETF 0.0%
Value ($000) $204 Shares 3,728 Est. Cost $54.72 Unrealized
QAI IQ Hedge Multi Strategy Tracke 0.0%
Value ($000) $204 Shares 6,710 Est. Cost $30.10 Unrealized
ET Energy Transfer LP 0.0%
Value ($000) $169 Shares 12,000 Est. Cost $39.05 Unrealized
Sirius XM Holdings Inc 0.0%
Value ($000) $64 Shares 11,500 Est. Cost $3.73 Unrealized