DAVIS R M INC Diversified Active

Location: Portland, ME

CIK: 0000891287 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 31, 2019

Total Value: $2.81B (100.0% shares, 0.0% debt)

Holdings (233)

IWV iShares Russell 3000 ETF 3.0%
Value $84.64M Shares 491,040 Est. Cost Unrealized
AAPL Apple Inc 2.8%
Value $79.56M Shares 402,002 Est. Cost Unrealized
AMT American Tower Corp 2.7%
Value $75.92M Shares 371,327 Est. Cost Unrealized
DHR Danaher Corp 2.1%
Value $58.86M Shares 411,810 Est. Cost Unrealized
DIS Walt Disney Co 2.1%
Value $58.43M Shares 418,413 Est. Cost Unrealized
VEA Vanguard FTSE Dev Mkts ETF 2.1%
Value $58.16M Shares 1,394,465 Est. Cost Unrealized
WCN Waste Connections Inc 2.1%
Value $57.77M Shares 604,372 Est. Cost Unrealized
MTD Mettler-Toledo Intl Inc 1.9%
Value $53.22M Shares 63,357 Est. Cost Unrealized
AWK American Water Works Co Inc 1.9%
Value $52.91M Shares 456,143 Est. Cost Unrealized
INTU Intuit Inc 1.9%
Value $52.47M Shares 200,770 Est. Cost Unrealized
BRK/B Berkshire Hathaway Inc-B 1.9%
Value $52.46M Shares 246,085 Est. Cost Unrealized
GOOGL Alphabet Inc-A 1.8%
Value $49.9M Shares 46,082 Est. Cost Unrealized
MCHP Microchip Technology Inc 1.7%
Value $49.06M Shares 565,833 Est. Cost Unrealized
ROP Roper Technologies Inc 1.7%
Value $48.38M Shares 132,097 Est. Cost Unrealized
V Visa Inc-A 1.7%
Value $47.72M Shares 274,942 Est. Cost Unrealized
TMO Thermo Fisher Scientific Inc 1.7%
Value $46.55M Shares 158,500 Est. Cost Unrealized
TJX TJX Companies Inc 1.6%
Value $46.36M Shares 876,631 Est. Cost Unrealized
JNJ Johnson & Johnson 1.6%
Value $45.83M Shares 329,019 Est. Cost Unrealized
PEP Pepsico Inc 1.6%
Value $45.04M Shares 343,463 Est. Cost Unrealized
Cerner Corp 1.6%
Value $44.9M Shares 612,525 Est. Cost Unrealized
ECL Ecolab Inc 1.6%
Value $44.84M Shares 227,091 Est. Cost Unrealized
APH Amphenol Corp 1.6%
Value $43.83M Shares 456,848 Est. Cost Unrealized
USB US Bancorp 1.5%
Value $42.88M Shares 818,334 Est. Cost Unrealized
AME Ametek Inc 1.5%
Value $41.48M Shares 456,574 Est. Cost Unrealized
Dunkin Brands Group Inc 1.4%
Value $40.61M Shares 509,785 Est. Cost Unrealized
MSFT Microsoft Corp 1.4%
Value $39.32M Shares 293,521 Est. Cost Unrealized
Unilever Plc ADR 1.4%
Value $39.22M Shares 632,849 Est. Cost Unrealized
CB Chubb Ltd 1.4%
Value $38.34M Shares 260,303 Est. Cost Unrealized
PSX Phillips 66 1.4%
Value $38.28M Shares 409,257 Est. Cost Unrealized
Linde Plc 1.4%
Value $37.99M Shares 189,182 Est. Cost Unrealized
IDXX Idexx Labs Corp 1.3%
Value $37.35M Shares 135,644 Est. Cost Unrealized
United Technologies Corp 1.3%
Value $35.91M Shares 275,828 Est. Cost Unrealized
OSK Oshkosh Corp 1.2%
Value $33.77M Shares 404,537 Est. Cost Unrealized
MDT Medtronic Plc 1.2%
Value $33.56M Shares 344,632 Est. Cost Unrealized
XOM Exxon Mobil Corp 1.2%
Value $33.54M Shares 437,691 Est. Cost Unrealized
VEU Vanguard FTSE All World Ex-US 1.2%
Value $33.14M Shares 650,004 Est. Cost Unrealized
META Facebook Inc-A 1.1%
Value $31.81M Shares 164,819 Est. Cost Unrealized
COST Costco Wholesale Corp 1.1%
Value $31.44M Shares 118,967 Est. Cost Unrealized
AMZN Amazon.com Inc 1.1%
Value $30.75M Shares 16,236 Est. Cost Unrealized
Aon PLC 1.1%
Value $30.37M Shares 157,371 Est. Cost Unrealized
NEE Nextera Energy Inc 1.1%
Value $30.27M Shares 147,746 Est. Cost Unrealized
CFR Cullen/Frost Bankers Inc 1.0%
Value $29.17M Shares 311,408 Est. Cost Unrealized
TFX Teleflex Inc 1.0%
Value $28.39M Shares 85,726 Est. Cost Unrealized
HSY Hershey Co 1.0%
Value $28.26M Shares 210,831 Est. Cost Unrealized
HSIC Henry Schein Inc 1.0%
Value $28.2M Shares 403,473 Est. Cost Unrealized
BKNG Booking Holdings Inc 0.9%
Value $25.43M Shares 13,567 Est. Cost Unrealized
SYK Stryker Corp 0.9%
Value $25.3M Shares 123,042 Est. Cost Unrealized
CTSH Cognizant Tech Solutions Corp 0.9%
Value $24.72M Shares 389,949 Est. Cost Unrealized
QCOM Qualcomm Inc 0.9%
Value $24.5M Shares 322,068 Est. Cost Unrealized
JPM JP Morgan Chase & Co 0.9%
Value $24.15M Shares 216,022 Est. Cost Unrealized
ACN Accenture Plc 0.9%
Value $24.01M Shares 129,952 Est. Cost Unrealized
MMM 3M Co 0.8%
Value $23.81M Shares 137,341 Est. Cost Unrealized
MRK Merck & Co Inc 0.8%
Value $23.09M Shares 275,363 Est. Cost Unrealized
VWO Vanguard FTSE EM ETF 0.8%
Value $22.98M Shares 540,200 Est. Cost Unrealized
CME CME Group Inc 0.8%
Value $22.31M Shares 114,950 Est. Cost Unrealized
SHW Sherwin-Williams Co 0.8%
Value $21.43M Shares 46,755 Est. Cost Unrealized
NTRS Northern Trust Corp 0.7%
Value $20.56M Shares 228,413 Est. Cost Unrealized
Ansys Inc 0.7%
Value $20.55M Shares 100,309 Est. Cost Unrealized
HD Home Depot Inc 0.7%
Value $19.96M Shares 95,978 Est. Cost Unrealized
COP Conocophillips 0.7%
Value $19.71M Shares 323,185 Est. Cost Unrealized
UNP Union Pacific Corp 0.7%
Value $19.33M Shares 114,280 Est. Cost Unrealized
STZ Constellation Brands Inc-A 0.7%
Value $18.87M Shares 95,804 Est. Cost Unrealized
IJH iShares Core S&P M/C ETF 0.7%
Value $18.75M Shares 96,515 Est. Cost Unrealized
TROW T Rowe Price Group Inc 0.6%
Value $18.04M Shares 164,421 Est. Cost Unrealized
BWA Borgwarner Inc 0.6%
Value $17.71M Shares 421,917 Est. Cost Unrealized
NOC Northrop Grumman Corp 0.6%
Value $16.83M Shares 52,079 Est. Cost Unrealized
UNH Unitedhealth Group Inc 0.6%
Value $16.07M Shares 65,869 Est. Cost Unrealized
RBC RBC Bearings Inc 0.5%
Value $14.9M Shares 89,316 Est. Cost Unrealized
SPY SPDR S&P 500 ETF 0.5%
Value $14.17M Shares 48,358 Est. Cost Unrealized
ROK Rockwell Automation Corp 0.5%
Value $12.97M Shares 79,194 Est. Cost Unrealized
NDSN Nordson Corp 0.4%
Value $11.88M Shares 84,039 Est. Cost Unrealized
NKE Nike Inc 0.4%
Value $11.68M Shares 139,139 Est. Cost Unrealized
GOOG Alphabet Inc-C 0.4%
Value $11.6M Shares 10,730 Est. Cost Unrealized
PG Procter & Gamble Co 0.4%
Value $11.22M Shares 102,364 Est. Cost Unrealized
MKC McCormick & Co Inc 0.4%
Value $11.2M Shares 72,262 Est. Cost Unrealized
CCL Carnival Corp 0.4%
Value $10.76M Shares 231,179 Est. Cost Unrealized
Torchmark Corp 0.4%
Value $10.55M Shares 117,960 Est. Cost Unrealized
ADP Automatic Data Processing Inc 0.4%
Value $10.43M Shares 63,091 Est. Cost Unrealized
WEX WEX Inc 0.4%
Value $10.02M Shares 48,148 Est. Cost Unrealized
HOLX Hologic Inc 0.4%
Value $9.938M Shares 206,946 Est. Cost Unrealized
BA Boeing Co 0.3%
Value $9.715M Shares 26,690 Est. Cost Unrealized
CL Colgate Palmolive Co 0.3%
Value $8.949M Shares 124,868 Est. Cost Unrealized
SBUX Starbucks Corp 0.3%
Value $7.097M Shares 84,657 Est. Cost Unrealized
TOL Toll Brothers Inc 0.2%
Value $6.811M Shares 185,982 Est. Cost Unrealized
TSCO Tractor Supply Co 0.2%
Value $6.572M Shares 60,408 Est. Cost Unrealized
CMCSA Comcast Corp 0.2%
Value $6.106M Shares 144,425 Est. Cost Unrealized
Invesco Bulletshares 2021 Corp 0.2%
Value $5.487M Shares 258,925 Est. Cost Unrealized
Invesco Bulletshares 2022 Corp 0.2%
Value $5.411M Shares 252,923 Est. Cost Unrealized
Cooper Companies Inc 0.2%
Value $5.328M Shares 15,814 Est. Cost Unrealized
Invesco Bulletshares 2020 Corp 0.2%
Value $5.132M Shares 241,415 Est. Cost Unrealized
IWB iShares Russell 1000 ETF 0.2%
Value $5.07M Shares 31,145 Est. Cost Unrealized
Invesco Bulletshares 2023 Corp 0.2%
Value $4.513M Shares 213,344 Est. Cost Unrealized
VTI Vanguard Total Stock Mkt ETF 0.2%
Value $4.406M Shares 29,358 Est. Cost Unrealized
Activision Blizzard Inc 0.1%
Value $3.993M Shares 84,593 Est. Cost Unrealized
AKAM Akamai Technologies Inc 0.1%
Value $3.779M Shares 47,151 Est. Cost Unrealized
PFE Pfizer Inc 0.1%
Value $3.779M Shares 87,240 Est. Cost Unrealized
CVX Chevron Corp 0.1%
Value $3.74M Shares 30,056 Est. Cost Unrealized
MCD McDonalds Corp 0.1%
Value $3.325M Shares 16,012 Est. Cost Unrealized
IGSB iShares S/T Corporate Bond ETF 0.1%
Value $3.292M Shares 61,598 Est. Cost Unrealized
Invesco Bulletshares 2019 Corp 0.1%
Value $3.226M Shares 152,974 Est. Cost Unrealized
VFC VF Corp 0.1%
Value $2.925M Shares 33,491 Est. Cost Unrealized
HON Honeywell International Inc 0.1%
Value $2.588M Shares 14,825 Est. Cost Unrealized
ABT Abbott Labs 0.1%
Value $2.487M Shares 29,566 Est. Cost Unrealized
IGIB iShares I/T Corporate Bond ETF 0.1%
Value $2.307M Shares 40,502 Est. Cost Unrealized
Covetrus Inc 0.1%
Value $2.305M Shares 94,242 Est. Cost Unrealized
MDY SPDR S&P M/C 400 ETF 0.1%
Value $2.251M Shares 6,348 Est. Cost Unrealized
Cyberark Software Ltd 0.1%
Value $2.227M Shares 17,423 Est. Cost Unrealized
YUM Yum Brands Inc 0.1%
Value $2.149M Shares 19,420 Est. Cost Unrealized
EFA iShares MSCI EAFE ETF 0.1%
Value $2.134M Shares 32,463 Est. Cost Unrealized
EMR Emerson Electric Co 0.1%
Value $2.019M Shares 30,260 Est. Cost Unrealized
VZ Verizon Communications Inc 0.1%
Value $1.894M Shares 33,159 Est. Cost Unrealized
VB Vanguard S/C ETF 0.1%
Value $1.882M Shares 12,013 Est. Cost Unrealized
Invesco Bulletshares 2024 Corp 0.1%
Value $1.848M Shares 86,984 Est. Cost Unrealized
KMB Kimberly Clark Corp 0.1%
Value $1.603M Shares 12,031 Est. Cost Unrealized
ABBV Abbvie Inc 0.1%
Value $1.59M Shares 21,871 Est. Cost Unrealized
T AT&T Inc 0.1%
Value $1.492M Shares 44,512 Est. Cost Unrealized
OMC Omnicom Group Inc 0.1%
Value $1.454M Shares 17,743 Est. Cost Unrealized
NSC Norfolk Southern Corp 0.1%
Value $1.422M Shares 7,132 Est. Cost Unrealized
BF/B Brown Forman Corp-B 0.0%
Value $1.373M Shares 24,763 Est. Cost Unrealized
RSP Invesco S&P 500 Equal Weight E 0.0%
Value $1.37M Shares 12,710 Est. Cost Unrealized
IWR iShares Russell M/C ETF 0.0%
Value $1.355M Shares 24,248 Est. Cost Unrealized
IBM Intl Business Machines Corp 0.0%
Value $1.344M Shares 9,745 Est. Cost Unrealized
DE Deere & Co 0.0%
Value $1.344M Shares 8,109 Est. Cost Unrealized
IJR iShares Core S&P S/C ETF 0.0%
Value $1.307M Shares 16,697 Est. Cost Unrealized
IWM iShares Russell 2000 ETF 0.0%
Value $1.27M Shares 8,166 Est. Cost Unrealized
LOW Lowe's Companies Inc 0.0%
Value $1.242M Shares 12,312 Est. Cost Unrealized
INTC Intel Corp 0.0%
Value $1.194M Shares 24,948 Est. Cost Unrealized
AMGN Amgen Inc 0.0%
Value $1.161M Shares 6,298 Est. Cost Unrealized
KO Coca Cola Co 0.0%
Value $1.158M Shares 22,738 Est. Cost Unrealized
IWF iShares Russell 1000 Gwth ETF 0.0%
Value $1.151M Shares 7,313 Est. Cost Unrealized
Red Hat Inc 0.0%
Value $1.015M Shares 5,405 Est. Cost Unrealized
CSCO Cisco Systems Inc 0.0%
Value $1.012M Shares 18,499 Est. Cost Unrealized
CLX Clorox Co 0.0%
Value $984K Shares 6,428 Est. Cost Unrealized
IVV iShares Core S&P 500 ETF 0.0%
Value $960K Shares 3,257 Est. Cost Unrealized
YUMC Yum China Holdings Inc 0.0%
Value $914K Shares 19,780 Est. Cost Unrealized
APD Air Products & Chemicals Inc 0.0%
Value $905K Shares 3,999 Est. Cost Unrealized
ORCL Oracle Corp 0.0%
Value $893K Shares 15,674 Est. Cost Unrealized
ITW Illinois Tool Wks Inc 0.0%
Value $872K Shares 5,783 Est. Cost Unrealized
Royal Dutch Shell ADR-A 0.0%
Value $851K Shares 13,076 Est. Cost Unrealized
TD Toronto-Dominion Bank 0.0%
Value $727K Shares 12,458 Est. Cost Unrealized
EPD Enterprise Products Partners L 0.0%
Value $707K Shares 24,475 Est. Cost Unrealized
MA Mastercard Inc-A 0.0%
Value $695K Shares 2,628 Est. Cost Unrealized
BAC Bank of America Corp 0.0%
Value $690K Shares 23,808 Est. Cost Unrealized
LLY Eli Lilly & Co 0.0%
Value $666K Shares 6,008 Est. Cost Unrealized
BND Vanguard Total Bond Mkt ETF 0.0%
Value $662K Shares 7,971 Est. Cost Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value $657K Shares 2,442 Est. Cost Unrealized
BRK/A Berkshire Hathaway Inc-A 0.0%
Value $637K Shares 2 Est. Cost Unrealized
CHD Church & Dwight Inc 0.0%
Value $614K Shares 8,405 Est. Cost Unrealized
Unilever NV-NY Shares 0.0%
Value $605K Shares 9,959 Est. Cost Unrealized
IJK iShares S&P M/C 400 Gwth ETF 0.0%
Value $592K Shares 2,616 Est. Cost Unrealized
PM Philip Morris Intl Inc 0.0%
Value $588K Shares 7,490 Est. Cost Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value $587K Shares 12,942 Est. Cost Unrealized
MO Altria Group Inc 0.0%
Value $528K Shares 11,160 Est. Cost Unrealized
AVGO Broadcom Ltd 0.0%
Value $519K Shares 1,803 Est. Cost Unrealized
BB&T Corp 0.0%
Value $512K Shares 10,418 Est. Cost Unrealized
WY Weyerhaeuser Co 0.0%
Value $501K Shares 19,003 Est. Cost Unrealized
AIZ Assurant Inc 0.0%
Value $499K Shares 4,690 Est. Cost Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value $482K Shares 7,843 Est. Cost Unrealized
DEO Diageo Plc ADR 0.0%
Value $481K Shares 2,792 Est. Cost Unrealized
IVW iShares S&P 500 Gwth ETF 0.0%
Value $478K Shares 2,665 Est. Cost Unrealized
FFIV F5 Networks Inc 0.0%
Value $460K Shares 3,160 Est. Cost Unrealized
TRV Travelers Companies Inc 0.0%
Value $456K Shares 3,053 Est. Cost Unrealized
Magellan Midstream Partners LP 0.0%
Value $455K Shares 7,115 Est. Cost Unrealized
SJM Smucker JM Co 0.0%
Value $451K Shares 3,918 Est. Cost Unrealized
Bank Amer Corp 0.0%
Value $425K Shares 310 Est. Cost Unrealized
ADBE Adobe Systems Inc 0.0%
Value $420K Shares 1,426 Est. Cost Unrealized
Blackstone Group LP 0.0%
Value $413K Shares 9,300 Est. Cost Unrealized
Xilinx Inc 0.0%
Value $413K Shares 3,500 Est. Cost Unrealized
PNC PNC Financial Services Group 0.0%
Value $408K Shares 2,972 Est. Cost Unrealized
DD Du Pont De Nemours 0.0%
Value $395K Shares 5,264 Est. Cost Unrealized
FISV Fiserv Inc 0.0%
Value $386K Shares 4,235 Est. Cost Unrealized
IWP iShares Russell M/C Gwth ETF 0.0%
Value $380K Shares 2,667 Est. Cost Unrealized
General Electric Co 0.0%
Value $379K Shares 36,116 Est. Cost Unrealized
HCSG Healthcare Svcs Grp Inc 0.0%
Value $373K Shares 12,300 Est. Cost Unrealized
Total SA ADR 0.0%
Value $367K Shares 6,578 Est. Cost Unrealized
MDLZ Mondelez Intl Inc-A 0.0%
Value $358K Shares 6,640 Est. Cost Unrealized
VNQ Vanguard REIT ETF 0.0%
Value $357K Shares 4,082 Est. Cost Unrealized
XYL Xylem Inc 0.0%
Value $348K Shares 4,155 Est. Cost Unrealized
IVE iShares S&P 500 Value 0.0%
Value $330K Shares 2,828 Est. Cost Unrealized
SYY Sysco Corp 0.0%
Value $328K Shares 4,644 Est. Cost Unrealized
WM Waste Management Inc 0.0%
Value $326K Shares 2,829 Est. Cost Unrealized
CSX CSX Corp 0.0%
Value $325K Shares 4,201 Est. Cost Unrealized
D Dominion Energy Inc 0.0%
Value $324K Shares 4,194 Est. Cost Unrealized
PRU Prudential Financial Inc 0.0%
Value $317K Shares 3,136 Est. Cost Unrealized
IWD iShares Russell1000 Value ETF 0.0%
Value $317K Shares 2,495 Est. Cost Unrealized
DUK Duke Energy Corp 0.0%
Value $316K Shares 3,576 Est. Cost Unrealized
CAT Caterpillar Inc 0.0%
Value $316K Shares 2,317 Est. Cost Unrealized
Blackrock Inc 0.0%
Value $307K Shares 654 Est. Cost Unrealized
CRM Salesforce.Com Inc 0.0%
Value $307K Shares 2,024 Est. Cost Unrealized
VIG Vanguard Dvd Appreciation ETF 0.0%
Value $305K Shares 2,648 Est. Cost Unrealized
AMAT Applied Materials Inc 0.0%
Value $298K Shares 6,640 Est. Cost Unrealized
QQQ Invesco QQQ Trust Series 1 ETF 0.0%
Value $290K Shares 1,551 Est. Cost Unrealized
EOG EOG Resources Inc 0.0%
Value $285K Shares 3,059 Est. Cost Unrealized
PAYX Paychex Inc 0.0%
Value $285K Shares 3,462 Est. Cost Unrealized
EEM iShares MSCI EM ETF 0.0%
Value $284K Shares 6,627 Est. Cost Unrealized
CNI Canadian Natl Railway 0.0%
Value $284K Shares 3,070 Est. Cost Unrealized
SMMU Pimco S/T Muni Bond ETF 0.0%
Value $277K Shares 5,481 Est. Cost Unrealized
Raytheon Co 0.0%
Value $276K Shares 1,586 Est. Cost Unrealized
Walgreens Boots Alliance Inc 0.0%
Value $273K Shares 5,000 Est. Cost Unrealized
Wells Fargo New 0.0%
Value $273K Shares 200 Est. Cost Unrealized
ISRG Intuitive Surgical Inc 0.0%
Value $272K Shares 519 Est. Cost Unrealized
AFL Aflac Inc 0.0%
Value $266K Shares 4,860 Est. Cost Unrealized
VMC Vulcan Materials Co 0.0%
Value $264K Shares 1,925 Est. Cost Unrealized
Harris Corp 0.0%
Value $261K Shares 1,382 Est. Cost Unrealized
WMT Wal-Mart Stores Inc 0.0%
Value $259K Shares 2,346 Est. Cost Unrealized
SLB Schlumberger Ltd 0.0%
Value $253K Shares 6,358 Est. Cost Unrealized
BNS Bank of Nova Scotia 0.0%
Value $253K Shares 4,660 Est. Cost Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value $252K Shares 2,501 Est. Cost Unrealized
OKE Oneok Inc 0.0%
Value $247K Shares 3,587 Est. Cost Unrealized
IEMG iShares Core MSCI EM ETF 0.0%
Value $247K Shares 4,805 Est. Cost Unrealized
XLF Financial Select Sector SPDR 0.0%
Value $246K Shares 8,910 Est. Cost Unrealized
DOW Dow Inc 0.0%
Value $245K Shares 4,978 Est. Cost Unrealized
SCHW Charles Schwab Corp 0.0%
Value $243K Shares 6,054 Est. Cost Unrealized
LMT Lockheed Martin Corp 0.0%
Value $243K Shares 670 Est. Cost Unrealized
Aqua America Inc 0.0%
Value $243K Shares 5,875 Est. Cost Unrealized
GD General Dynamics Corp 0.0%
Value $241K Shares 1,326 Est. Cost Unrealized
WFC Wells Fargo & Co 0.0%
Value $240K Shares 5,070 Est. Cost Unrealized
PYPL Paypal Holdings Inc 0.0%
Value $239K Shares 2,091 Est. Cost Unrealized
NVO Novo-Nordisk A/S ADR 0.0%
Value $239K Shares 4,675 Est. Cost Unrealized
Seagate Technology 0.0%
Value $239K Shares 5,062 Est. Cost Unrealized
FTV Fortive Corp 0.0%
Value $230K Shares 2,825 Est. Cost Unrealized
JKHY Jack Henry & Associates Inc 0.0%
Value $226K Shares 1,687 Est. Cost Unrealized
CAC Camden Natl Corp 0.0%
Value $225K Shares 4,900 Est. Cost Unrealized
IJJ iShares S&P M/C 400 Value ETF 0.0%
Value $224K Shares 1,404 Est. Cost Unrealized
AXP American Express Co 0.0%
Value $220K Shares 1,784 Est. Cost Unrealized
Varian Medical Systems Inc 0.0%
Value $218K Shares 1,600 Est. Cost Unrealized
GLW Corning Inc 0.0%
Value $210K Shares 6,314 Est. Cost Unrealized
NVS Novartis Ag ADR 0.0%
Value $210K Shares 2,295 Est. Cost Unrealized
MUNI Pimco Intm Muni Bond ETF 0.0%
Value $204K Shares 3,728 Est. Cost Unrealized
GSG iShares S&P GSCI Commodity ETF 0.0%
Value $204K Shares 13,040 Est. Cost Unrealized
QAI IQ Hedge Multi Strategy Tracke 0.0%
Value $204K Shares 6,710 Est. Cost Unrealized
ET Energy Transfer LP 0.0%
Value $169K Shares 12,000 Est. Cost Unrealized
Sirius XM Holdings Inc 0.0%
Value $64,000 Shares 11,500 Est. Cost Unrealized