BEESE FULMER INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0000911274 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 20, 2018

Total Value ($000): $476,914 (100.0% shares, 0.0% debt)

Holdings (196)

MA MASTERCARD INCORPORATED CL A 3.3%
Value ($000) $15,769 Shares 80,243 Est. Cost $70.55 Unrealized +155.6%
AAPL APPLE INC COM 2.6%
Value ($000) $12,595 Shares 68,042 Est. Cost $19.86 Unrealized +115.3%
MSFT MICROSOFT CORP COM 2.6%
Value ($000) $12,264 Shares 124,371 Est. Cost $30.75 Unrealized +191.9%
BA BOEING CO COM 2.5%
Value ($000) $12,062 Shares 35,950 Est. Cost $89.87 Unrealized +267.6%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $11,736 Shares 96,722 Est. Cost $61.20 Unrealized +64.5%
DIS DISNEY WALT CO COM DISNEY 2.4%
Value ($000) $11,280 Shares 107,627 Est. Cost $60.63 Unrealized +60.3%
CMCSA COMCAST CORP NEW CL A 2.1%
Value ($000) $10,073 Shares 307,016 Est. Cost $26.81 Unrealized +0.1%
META FACEBOOK INC CL A 2.0%
Value ($000) $9,532 Shares 49,052 Est. Cost $96.02 Unrealized +86.9%
PEP PEPSICO, INC. 2.0%
Value ($000) $9,307 Shares 85,484 Est. Cost $56.74 Unrealized +44.0%
XOM EXXON MOBIL CORP COM 1.9%
Value ($000) $9,213 Shares 111,362 Est. Cost $53.90 Unrealized +4.2%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 1.9%
Value ($000) $8,932 Shares 114,361 Est. Cost $79.87 Unrealized
KO COCA COLA CO COM 1.7%
Value ($000) $8,116 Shares 185,048 Est. Cost $28.07 Unrealized +21.2%
TWENTY FIRST CENTY FOX INC CL A 1.6%
Value ($000) $7,607 Shares 153,087 Est. Cost $31.53 Unrealized
BDX BECTON DICKINSON & CO COM 1.6%
Value ($000) $7,487 Shares 31,253 Est. Cost $101.33 Unrealized +95.8%
MCD MCDONALDS CORP COM 1.5%
Value ($000) $7,274 Shares 46,424 Est. Cost $80.54 Unrealized +68.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.5%
Value ($000) $7,131 Shares 38,203 Est. Cost $124.34 Unrealized +56.8%
CVX CHEVRON CORP NEW COM 1.5%
Value ($000) $7,049 Shares 55,752 Est. Cost $71.73 Unrealized +24.3%
GOOGL ALPHABET INC CAP STK CL A 1.4%
Value ($000) $6,849 Shares 6,065 Est. Cost $36.84 Unrealized +46.5%
SLB SCHLUMBERGER LTD COM 1.4%
Value ($000) $6,707 Shares 100,062 Est. Cost $53.96 Unrealized +2.1%
EOG EOG RES INC COM 1.4%
Value ($000) $6,534 Shares 52,510 Est. Cost $63.46 Unrealized +37.4%
FLEETCOR TECHNOLOGIES INC COM 1.4%
Value ($000) $6,521 Shares 30,957 Est. Cost $93.74 Unrealized
PM PHILIP MORRIS INTL INC COM 1.4%
Value ($000) $6,512 Shares 80,651 Est. Cost $50.32 Unrealized +12.5%
LOW LOWES COS INC COM 1.4%
Value ($000) $6,495 Shares 67,964 Est. Cost $40.16 Unrealized +95.9%
PYPL PAYPAL HLDGS INC COM 1.4%
Value ($000) $6,451 Shares 77,466 Est. Cost $37.38 Unrealized +112.7%
HBAN HUNTINGTON BANCSHARES INC COM 1.3%
Value ($000) $6,354 Shares 430,483 Est. Cost $7.08 Unrealized +49.8%
GOOG ALPHABET INC CAP STK CL C 1.3%
Value ($000) $6,351 Shares 5,693 Est. Cost $36.39 Unrealized +47.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 1.3%
Value ($000) $6,331 Shares 80,155 Est. Cost $42.54 Unrealized +65.6%
JPM JPMORGAN CHASE & CO COM 1.3%
Value ($000) $6,259 Shares 60,069 Est. Cost $42.82 Unrealized +107.9%
PG PROCTER & GAMBLE COMPANY 1.3%
Value ($000) $6,252 Shares 80,092 Est. Cost $55.55 Unrealized +11.3%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 1.3%
Value ($000) $6,136 Shares 63,392 Est. Cost $61.07 Unrealized +53.1%
ICE INTERCONTINENTAL EXCHANGE INC COM 1.2%
Value ($000) $5,901 Shares 80,236 Est. Cost $59.96 Unrealized +10.1%
COP CONOCOPHILLIPS COM 1.2%
Value ($000) $5,765 Shares 82,807 Est. Cost $40.79 Unrealized +27.0%
ABT ABBOTT LABS COM 1.2%
Value ($000) $5,764 Shares 94,505 Est. Cost $33.82 Unrealized +57.1%
CB CHUBB LIMITED COM 1.2%
Value ($000) $5,732 Shares 45,123 Est. Cost $97.55 Unrealized +19.4%
ORLY O REILLY AUTOMOTIVE INC NEW COM 1.2%
Value ($000) $5,729 Shares 20,940 Est. Cost $7.71 Unrealized +125.6%
PRAXAIR INC COM 1.1%
Value ($000) $5,463 Shares 34,545 Est. Cost $117.41 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 1.1%
Value ($000) $5,380 Shares 36,958 Est. Cost $32.95 Unrealized +41.6%
KMPR KEMPER CORP DEL COM 1.1%
Value ($000) $5,245 Shares 69,339 Est. Cost $32.74 Unrealized +114.7%
MDT MEDTRONIC PLC SHS 1.0%
Value ($000) $4,879 Shares 56,994 Est. Cost $58.42 Unrealized +17.3%
EMR EMERSON ELEC CO COM 1.0%
Value ($000) $4,857 Shares 70,254 Est. Cost $46.79 Unrealized +25.4%
T AT&T INC COM 1.0%
Value ($000) $4,765 Shares 148,383 Est. Cost $12.17 Unrealized +19.4%
INTC INTEL CORP COM 1.0%
Value ($000) $4,715 Shares 94,842 Est. Cost $22.67 Unrealized +98.7%
ST SENSATA TECHNOLOGIES HLDNG PLC SHS 1.0%
Value ($000) $4,594 Shares 96,556 Est. Cost $53.17 Unrealized -2.0%
CMI CUMMINS INC COM 0.9%
Value ($000) $4,496 Shares 33,802 Est. Cost $86.45 Unrealized +41.8%
GS GOLDMAN SACHS GROUP INC COM 0.9%
Value ($000) $4,335 Shares 19,655 Est. Cost $151.38 Unrealized +32.6%
UPS UNITED PARCEL SERVICE INC CL B 0.9%
Value ($000) $4,242 Shares 39,932 Est. Cost $69.01 Unrealized +21.4%
UNILEVER PLC SPON ADR NEW 0.9%
Value ($000) $4,230 Shares 76,515 Est. Cost $43.25 Unrealized
BAX BAXTER INTL INC COM 0.9%
Value ($000) $4,179 Shares 56,600 Est. Cost $35.80 Unrealized +71.9%
DOWDUPONT INC COM 0.8%
Value ($000) $3,954 Shares 59,987 Est. Cost $69.85 Unrealized
SABR SABRE CORP COM 0.8%
Value ($000) $3,948 Shares 160,241 Est. Cost $24.44 Unrealized -5.1%
VZ VERIZON COMMUNICATIONS INC. 0.8%
Value ($000) $3,904 Shares 77,604 Est. Cost $26.99 Unrealized +19.4%
BKNG BOOKING HLDGS INC COM 0.8%
Value ($000) $3,797 Shares 1,873 Est. Cost $1937.28 Unrealized +7.0%
DISH NETWORK CORP CL A 0.8%
Value ($000) $3,702 Shares 110,153 Est. Cost $42.52 Unrealized
KHC KRAFT HEINZ CO COM 0.8%
Value ($000) $3,686 Shares 58,674 Est. Cost $47.98 Unrealized -14.4%
MRK MERCK & CO INC COM 0.8%
Value ($000) $3,577 Shares 58,921 Est. Cost $37.99 Unrealized +17.2%
IBM INTERNATIONAL BUSINESS MACHS COM 0.7%
Value ($000) $3,560 Shares 25,485 Est. Cost $114.21 Unrealized -12.5%
TXN TEXAS INSTRS INC COM 0.7%
Value ($000) $3,384 Shares 30,696 Est. Cost $76.72 Unrealized +13.8%
D DOMINION ENERGY INC COM 0.7%
Value ($000) $3,133 Shares 45,947 Est. Cost $34.94 Unrealized +32.7%
BMY BRISTOL MYERS SQUIBB CO COM 0.7%
Value ($000) $3,130 Shares 56,560 Est. Cost $36.27 Unrealized +12.0%
HSY HERSHEY CO COM 0.6%
Value ($000) $3,092 Shares 33,231 Est. Cost $65.69 Unrealized +18.5%
EBAY EBAY INC COM 0.6%
Value ($000) $2,944 Shares 81,197 Est. Cost $22.09 Unrealized +56.8%
DHI D R HORTON INC COM 0.5%
Value ($000) $2,598 Shares 63,364 Est. Cost $40.25 Unrealized -1.4%
DISCOVERY INC COM SER C 0.5%
Value ($000) $2,586 Shares 101,400 Est. Cost $26.62 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.5%
Value ($000) $2,403 Shares 14,457 Est. Cost $68.64 Unrealized +119.8%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.5%
Value ($000) $2,336 Shares 23,004 Est. Cost $101.35 Unrealized
SYF SYNCHRONY FINL COM 0.5%
Value ($000) $2,279 Shares 68,277 Est. Cost $24.90 Unrealized +13.9%
GENERAL ELECTRIC CO COM 0.5%
Value ($000) $2,249 Shares 165,235 Est. Cost $24.05 Unrealized
HD HOME DEPOT INC COM 0.5%
Value ($000) $2,210 Shares 11,327 Est. Cost $135.37 Unrealized +14.5%
PFE PFIZER INC COM 0.4%
Value ($000) $2,127 Shares 58,638 Est. Cost $17.53 Unrealized +38.6%
NOC NORTHROP GRUMMAN CORP COM 0.4%
Value ($000) $2,111 Shares 6,860 Est. Cost $68.43 Unrealized +326.0%
GIS GENERAL MLS INC COM 0.4%
Value ($000) $2,019 Shares 45,613 Est. Cost $33.03 Unrealized +1.2%
CW CURTISS WRIGHT CORP COM 0.4%
Value ($000) $1,953 Shares 16,408 Est. Cost $32.35 Unrealized +289.0%
MKL MARKEL CORP COM 0.4%
Value ($000) $1,850 Shares 1,706 Est. Cost $525.48 Unrealized +114.9%
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $1,712 Shares 17,473 Est. Cost $59.88 Unrealized +47.9%
UNP UNION PAC CORP COM 0.4%
Value ($000) $1,675 Shares 11,819 Est. Cost $81.55 Unrealized +44.4%
NSC NORFOLK SOUTHERN CORP COM 0.3%
Value ($000) $1,666 Shares 11,040 Est. Cost $59.47 Unrealized +110.7%
CERNER CORP COM 0.3%
Value ($000) $1,641 Shares 27,443 Est. Cost $58.51 Unrealized
COLFAX CORP COM 0.3%
Value ($000) $1,633 Shares 53,276 Est. Cost $48.29 Unrealized
LAMR LAMAR ADVERTISING CO NEW CL A 0.3%
Value ($000) $1,591 Shares 23,291 Est. Cost $60.94 Unrealized
ROCKWELL COLLINS INC COM 0.3%
Value ($000) $1,519 Shares 11,282 Est. Cost $63.75 Unrealized
MO ALTRIA GROUP, INC. 0.3%
Value ($000) $1,508 Shares 26,547 Est. Cost $17.13 Unrealized +87.9%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $1,410 Shares 5 Est. Cost $219349.66 Unrealized +33.5%
SHW SHERWIN WILLIAMS CO COM 0.3%
Value ($000) $1,391 Shares 3,412 Est. Cost $62.64 Unrealized +93.0%
KEY KEYCORP NEW COM 0.3%
Value ($000) $1,390 Shares 71,130 Est. Cost $6.55 Unrealized +113.5%
SATS ECHOSTAR CORP CL A 0.3%
Value ($000) $1,360 Shares 30,634 Est. Cost $31.68 Unrealized +28.9%
CSX CSX CORP COM 0.3%
Value ($000) $1,311 Shares 20,558 Est. Cost $6.66 Unrealized +179.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $1,291 Shares 9,628 Est. Cost $48.56 Unrealized +121.9%
TWENTY FIRST CENTY FOX INC CL B 0.3%
Value ($000) $1,270 Shares 25,784 Est. Cost $32.19 Unrealized
ABBV ABBVIE INC COM 0.3%
Value ($000) $1,246 Shares 13,445 Est. Cost $26.55 Unrealized +165.6%
TDY TELEDYNE TECHNOLOGIES INC COM 0.3%
Value ($000) $1,244 Shares 6,249 Est. Cost $76.20 Unrealized +159.0%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.2%
Value ($000) $1,126 Shares 23,054 Est. Cost $49.42 Unrealized
TKR TIMKEN CO COM 0.2%
Value ($000) $1,102 Shares 25,312 Est. Cost $37.97 Unrealized +22.8%
AEP AMERICAN ELEC PWR INC COM 0.2%
Value ($000) $1,014 Shares 14,644 Est. Cost $31.08 Unrealized +65.6%
L LOEWS CORP COM 0.2%
Value ($000) $985 Shares 20,395 Est. Cost $42.08 Unrealized +15.6%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $906 Shares 22,087 Est. Cost $23.35 Unrealized +42.8%
PIONEER NAT RES CO COM 0.2%
Value ($000) $895 Shares 4,727 Est. Cost $171.05 Unrealized
TDG TRANSDIGM GROUP INC COM 0.2%
Value ($000) $875 Shares 2,536 Est. Cost $123.08 Unrealized +98.1%
MMM 3M COMPANY 0.2%
Value ($000) $851 Shares 4,324 Est. Cost $65.32 Unrealized +99.2%
LIBERTY GLOBAL PLC SHS CL C 0.2%
Value ($000) $812 Shares 30,505 Est. Cost $46.88 Unrealized
ETN EATON CORP PLC SHS 0.2%
Value ($000) $780 Shares 10,437 Est. Cost $52.73 Unrealized +27.2%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $730 Shares 16,968 Est. Cost $26.17 Unrealized +32.8%
WMT WALMART INC COM 0.1%
Value ($000) $664 Shares 7,747 Est. Cost $20.48 Unrealized +23.3%
FMS FRESENIUS MED CARE AG&CO KGAA SPONSORED ADR 0.1%
Value ($000) $638 Shares 12,672 Est. Cost $35.27 Unrealized
SJM SMUCKER J M CO COM NEW 0.1%
Value ($000) $627 Shares 5,836 Est. Cost $79.39 Unrealized +10.7%
SYK STRYKER CORP COM 0.1%
Value ($000) $573 Shares 3,394 Est. Cost $61.67 Unrealized +151.0%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $549 Shares 323 Est. Cost $51.69 Unrealized +53.6%
PBT PERMIAN BASIN RTY TR UNIT BEN INT 0.1%
Value ($000) $540 Shares 57,900 Est. Cost $12.04 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $538 Shares 11,785 Est. Cost $41.19 Unrealized
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $534 Shares 7,810 Est. Cost $36.58 Unrealized +63.6%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $523 Shares 6,140 Est. Cost $43.86 Unrealized +81.2%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $503 Shares 4,844 Est. Cost $84.33 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.1%
Value ($000) $497 Shares 20,432 Est. Cost $36.44 Unrealized
FE FIRSTENERGY CORP COM 0.1%
Value ($000) $492 Shares 13,697 Est. Cost $24.39 Unrealized +3.0%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $477 Shares 14,259 Est. Cost $33.21 Unrealized -11.9%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $446 Shares 3,760 Est. Cost $119.25 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $420 Shares 1,549 Est. Cost $184.02 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $419 Shares 3,733 Est. Cost $50.84 Unrealized +63.5%
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 0.1%
Value ($000) $413 Shares 9,100 Est. Cost $33.42 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $387 Shares 2,318 Est. Cost $20.07 Unrealized +66.5%
ROYAL DUTCH SHELL PLC SPON ADR B 0.1%
Value ($000) $386 Shares 5,319 Est. Cost $66.60 Unrealized
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $383 Shares 2,824 Est. Cost $67.34 Unrealized +87.9%
L BRANDS INC COM 0.1%
Value ($000) $369 Shares 10,011 Est. Cost $60.22 Unrealized
ESSA BANCORP INC COM 0.1%
Value ($000) $339 Shares 21,397 Est. Cost $13.40 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $335 Shares 2,482 Est. Cost $47.58 Unrealized +134.5%
BLUE HILLS BANCORP INC COM 0.1%
Value ($000) $331 Shares 14,889 Est. Cost $13.11 Unrealized
DISCOVERY INC COM SER A 0.1%
Value ($000) $331 Shares 12,023 Est. Cost $62.30 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC COM 0.1%
Value ($000) $323 Shares 3,510 Est. Cost $67.66 Unrealized
IROQ IF BANCORP INC COM 0.1%
Value ($000) $315 Shares 12,900 Est. Cost $21.24 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $310 Shares 4,624 Est. Cost $56.98 Unrealized
PDL CMNTY BANCORP COM 0.1%
Value ($000) $309 Shares 19,691 Est. Cost $14.63 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $308 Shares 3,478 Est. Cost $67.27 Unrealized
HON HONEYWELL INTERNATIONAL INC. 0.1%
Value ($000) $307 Shares 2,134 Est. Cost $86.51 Unrealized +31.3%
SI FINL GROUP INC MD COM 0.1%
Value ($000) $299 Shares 20,280 Est. Cost $14.74 Unrealized
ANCHOR BANCORP WA COM 0.1%
Value ($000) $294 Shares 11,210 Est. Cost $26.23 Unrealized
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $289 Shares 2,024 Est. Cost $83.12 Unrealized +61.7%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $287 Shares 980 Est. Cost $214.89 Unrealized +33.7%
PROV PROVIDENT FINL HLDGS INC COM 0.1%
Value ($000) $281 Shares 14,727 Est. Cost $18.36 Unrealized 0.0%
FDX FEDEX CORP COM 0.1%
Value ($000) $279 Shares 1,230 Est. Cost $119.68 Unrealized +80.9%
MTUS TIMKENSTEEL CORP COM 0.1%
Value ($000) $272 Shares 16,645 Est. Cost $28.91 Unrealized -40.8%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.1%
Value ($000) $270 Shares 5,082 Est. Cost $46.24 Unrealized
ENTEGRA FINL CORP COM 0.1%
Value ($000) $269 Shares 9,196 Est. Cost $23.60 Unrealized
WNEB WESTERN NEW ENG BANCORP INC COM 0.1%
Value ($000) $267 Shares 24,279 Est. Cost $6.49 Unrealized +34.0%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $266 Shares 5,310 Est. Cost $29.91 Unrealized +24.6%
HOPFED BANCORP INC COM 0.1%
Value ($000) $266 Shares 16,064 Est. Cost $13.83 Unrealized
BANR BANNER CORP COM NEW 0.1%
Value ($000) $265 Shares 4,410 Est. Cost $42.16 Unrealized +4.8%
QURATE RETAIL INC COM SER A 0.1%
Value ($000) $265 Shares 12,474 Est. Cost $21.24 Unrealized
RVSB RIVERVIEW BANCORP INC COM 0.1%
Value ($000) $264 Shares 31,221 Est. Cost $5.97 Unrealized +19.1%
V VISA INC COM CL A 0.1%
Value ($000) $264 Shares 1,996 Est. Cost $95.71 Unrealized +27.5%
SU SUNCOR ENERGY INC NEW COM 0.1%
Value ($000) $262 Shares 6,450 Est. Cost $23.36 Unrealized +25.0%
FIRST FINANCIAL NORTHWEST INC COM 0.1%
Value ($000) $261 Shares 13,360 Est. Cost $13.23 Unrealized
FIDUCIARY CLAYMORE MLP OPP FD COM 0.1%
Value ($000) $257 Shares 21,944 Est. Cost $27.15 Unrealized
HBCP HOME BANCORP INC COM 0.1%
Value ($000) $257 Shares 5,517 Est. Cost $29.63 Unrealized +23.9%
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $256 Shares 2,044 Est. Cost $121.73 Unrealized
DUN & BRADSTREET CORP DEL NEW COM 0.1%
Value ($000) $255 Shares 2,077 Est. Cost $98.01 Unrealized
MCHB HOMESTREET INC COM 0.1%
Value ($000) $251 Shares 9,300 Est. Cost $27.58 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $249 Shares 4,485 Est. Cost $37.88 Unrealized +14.4%
HAMILTON BANCORP INC MD COM 0.1%
Value ($000) $247 Shares 15,712 Est. Cost $15.72 Unrealized
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 0.1%
Value ($000) $246 Shares 5,450 Est. Cost $38.85 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $243 Shares 2,393 Est. Cost $84.29 Unrealized
FCB FINL HLDGS INC CL A 0.0%
Value ($000) $237 Shares 4,025 Est. Cost $48.35 Unrealized
FNWB FIRST NORTHWEST BANCORP COM 0.0%
Value ($000) $236 Shares 14,766 Est. Cost $11.62 Unrealized +26.4%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $235 Shares 2,336 Est. Cost $109.34 Unrealized
SFBC SOUND FINL BANCORP INC COM 0.0%
Value ($000) $234 Shares 6,000 Est. Cost $26.96 Unrealized +20.5%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $233 Shares 2,800 Est. Cost $85.06 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $228 Shares 772 Est. Cost $206.79 Unrealized +27.0%
LBTYAUSD LIBERTY GLOBAL PLC SHS CL A 0.0%
Value ($000) $227 Shares 8,255 Est. Cost $73.50 Unrealized
APACHE CORP COM 0.0%
Value ($000) $227 Shares 4,849 Est. Cost $46.81 Unrealized
PH PARKER HANNIFIN CORP COM 0.0%
Value ($000) $226 Shares 1,449 Est. Cost $102.98 Unrealized +47.5%
BSB BANCORP INC MD COM 0.0%
Value ($000) $225 Shares 6,544 Est. Cost $30.56 Unrealized
TIFFANY & CO NEW COM 0.0%
Value ($000) $224 Shares 1,700 Est. Cost $131.76 Unrealized
AETNA INC NEW COM 0.0%
Value ($000) $224 Shares 1,219 Est. Cost $180.48 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $221 Shares 4,652 Est. Cost $47.51 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $219 Shares 2,774 Est. Cost $51.24 Unrealized +10.1%
TGT TARGET CORP COM 0.0%
Value ($000) $219 Shares 2,880 Est. Cost $59.64 Unrealized 0.0%
ORCL ORACLE CORP COM 0.0%
Value ($000) $218 Shares 4,958 Est. Cost $35.55 Unrealized +15.8%
ATI ALLEGHENY TECHNOLOGIES INC COM 0.0%
Value ($000) $218 Shares 8,689 Est. Cost $19.78 Unrealized +36.8%
DE DEERE & CO COM 0.0%
Value ($000) $217 Shares 1,550 Est. Cost $123.74 Unrealized +6.1%
POLYONE CORP COM 0.0%
Value ($000) $216 Shares 5,000 Est. Cost $40.00 Unrealized
COASTWAY BANCORP INC COM 0.0%
Value ($000) $213 Shares 7,700 Est. Cost $27.27 Unrealized
M MACYS INC COM 0.0%
Value ($000) $212 Shares 5,658 Est. Cost $33.52 Unrealized 0.0%
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $209 Shares 1,393 Est. Cost $150.04 Unrealized
UNITED CMNTY BANCORP IND COM 0.0%
Value ($000) $208 Shares 7,634 Est. Cost $27.25 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $207 Shares 3,450 Est. Cost $83.51 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $205 Shares 2,230 Est. Cost $68.75 Unrealized +20.7%
BANKFINANCIAL CORP COM 0.0%
Value ($000) $204 Shares 11,563 Est. Cost $15.31 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $203 Shares 2,188 Est. Cost $92.78 Unrealized
HV BANCORP INC COM 0.0%
Value ($000) $203 Shares 13,550 Est. Cost $14.41 Unrealized
UNITED CMNTY FINL CORP OHIO COM 0.0%
Value ($000) $201 Shares 18,275 Est. Cost $8.36 Unrealized
SOUTHERN NATL BANCORP OF VA IN COM 0.0%
Value ($000) $193 Shares 10,792 Est. Cost $13.04 Unrealized
KRNY KEARNY FINL CORP MD COM 0.0%
Value ($000) $185 Shares 13,746 Est. Cost $13.91 Unrealized 0.0%
ORITANI FINL CORP DEL COM 0.0%
Value ($000) $182 Shares 11,250 Est. Cost $17.07 Unrealized
CLEARBRIDGE ENERGY MLP FD INC COM 0.0%
Value ($000) $152 Shares 10,725 Est. Cost $14.17 Unrealized
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $63 Shares 10,900 Est. Cost $16.82 Unrealized
HL HECLA MNG CO COM 0.0%
Value ($000) $46 Shares 13,250 Est. Cost $5.62 Unrealized -34.8%
EXK ENDEAVOUR SILVER CORP COM 0.0%
Value ($000) $34 Shares 11,000 Est. Cost $4.03 Unrealized -27.9%
SVM SILVERCORP METALS INC COM 0.0%
Value ($000) $27 Shares 10,000 Est. Cost $2.90 Unrealized -3.4%