BEESE FULMER INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0000911274 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 5, 2019

Total Value ($000): $506,963 (100.0% shares, 0.0% debt)

Holdings (179)

MA MASTERCARD INC CL A 3.7%
Value ($000) $18,657 Shares 79,241 Est. Cost $70.55 Unrealized +193.7%
MSFT MICROSOFT CORP COM 3.0%
Value ($000) $15,043 Shares 127,551 Est. Cost $32.53 Unrealized +214.4%
BA BOEING CO COM 2.7%
Value ($000) $13,856 Shares 36,327 Est. Cost $93.31 Unrealized +302.1%
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $13,683 Shares 97,880 Est. Cost $61.20 Unrealized +80.3%
AAPL APPLE INC COM 2.7%
Value ($000) $13,451 Shares 70,814 Est. Cost $20.91 Unrealized +93.4%
DIS DISNEY WALT CO COM DISNEY 2.5%
Value ($000) $12,606 Shares 113,534 Est. Cost $62.70 Unrealized +72.1%
CMCSA COMCAST CORP NEW CL A 2.5%
Value ($000) $12,562 Shares 314,205 Est. Cost $26.85 Unrealized +17.4%
PEP PEPSICO, INC. 2.1%
Value ($000) $10,401 Shares 84,870 Est. Cost $56.74 Unrealized +62.9%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 1.9%
Value ($000) $9,500 Shares 119,103 Est. Cost $79.81 Unrealized
MCD MCDONALDS CORP COM 1.9%
Value ($000) $9,431 Shares 49,664 Est. Cost $84.85 Unrealized +82.2%
KO COCA COLA CO COM 1.8%
Value ($000) $9,237 Shares 197,112 Est. Cost $28.64 Unrealized +31.9%
XOM EXXON MOBIL CORP COM 1.8%
Value ($000) $8,985 Shares 111,206 Est. Cost $53.90 Unrealized +2.8%
META FACEBOOK INC CL A 1.8%
Value ($000) $8,950 Shares 53,691 Est. Cost $101.64 Unrealized +55.4%
BDX BECTON DICKINSON & CO COM 1.7%
Value ($000) $8,501 Shares 34,040 Est. Cost $110.34 Unrealized +92.8%
PG PROCTER & GAMBLE COMPANY 1.7%
Value ($000) $8,479 Shares 81,486 Est. Cost $55.93 Unrealized +46.7%
ORLY O REILLY AUTOMOTIVE INC NEW COM 1.7%
Value ($000) $8,382 Shares 21,586 Est. Cost $8.20 Unrealized +195.0%
PYPL PAYPAL HLDGS INC COM 1.6%
Value ($000) $8,148 Shares 78,470 Est. Cost $38.00 Unrealized +148.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.6%
Value ($000) $7,876 Shares 39,207 Est. Cost $126.78 Unrealized +59.2%
ABT ABBOTT LABS COM 1.6%
Value ($000) $7,858 Shares 98,293 Est. Cost $34.65 Unrealized +90.8%
FLEETCOR TECHNOLOGIES INC COM 1.5%
Value ($000) $7,603 Shares 30,834 Est. Cost $93.74 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 1.5%
Value ($000) $7,490 Shares 39,146 Est. Cost $33.83 Unrealized +68.7%
GOOGL ALPHABET INC CAP STK CL A 1.4%
Value ($000) $7,160 Shares 6,084 Est. Cost $36.84 Unrealized +52.1%
CVX CHEVRON CORP NEW COM 1.4%
Value ($000) $7,120 Shares 57,802 Est. Cost $72.12 Unrealized +21.3%
GOOG ALPHABET INC CAP STK CL C 1.4%
Value ($000) $7,081 Shares 6,035 Est. Cost $37.48 Unrealized +48.6%
LOW LOWES COS INC COM 1.3%
Value ($000) $6,806 Shares 62,170 Est. Cost $41.46 Unrealized +112.4%
CSCO CISCO SYS INC COM 1.3%
Value ($000) $6,778 Shares 125,544 Est. Cost $37.69 Unrealized +4.8%
ICE INTERCONTINENTAL EXCHANGE INC COM 1.3%
Value ($000) $6,723 Shares 88,292 Est. Cost $60.83 Unrealized +12.7%
PM PHILIP MORRIS INTL INC COM 1.3%
Value ($000) $6,579 Shares 74,431 Est. Cost $50.32 Unrealized +11.4%
CB CHUBB LIMITED COM 1.3%
Value ($000) $6,457 Shares 46,093 Est. Cost $97.81 Unrealized +21.2%
JPM JPMORGAN CHASE & CO COM 1.2%
Value ($000) $6,265 Shares 61,893 Est. Cost $44.12 Unrealized +93.4%
LINDE PLC COM 1.2%
Value ($000) $6,067 Shares 34,488 Est. Cost $175.92 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 1.2%
Value ($000) $6,040 Shares 83,370 Est. Cost $43.22 Unrealized +46.2%
COP CONOCOPHILLIPS COM 1.1%
Value ($000) $5,781 Shares 86,615 Est. Cost $41.37 Unrealized +28.0%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 1.1%
Value ($000) $5,707 Shares 56,806 Est. Cost $62.16 Unrealized +54.2%
EMR EMERSON ELEC CO COM 1.1%
Value ($000) $5,610 Shares 81,939 Est. Cost $48.47 Unrealized +15.6%
MDT MEDTRONIC PLC SHS 1.1%
Value ($000) $5,562 Shares 61,064 Est. Cost $59.60 Unrealized +24.7%
CMI CUMMINS INC COM 1.1%
Value ($000) $5,414 Shares 34,291 Est. Cost $86.95 Unrealized +44.6%
BAX BAXTER INTL INC COM 1.1%
Value ($000) $5,389 Shares 66,278 Est. Cost $39.60 Unrealized +61.8%
INTC INTEL CORP COM 1.1%
Value ($000) $5,341 Shares 99,466 Est. Cost $23.41 Unrealized +87.2%
EOG EOG RES INC COM 1.0%
Value ($000) $5,198 Shares 54,614 Est. Cost $64.17 Unrealized +12.1%
WFC WELLS FARGO CO NEW COM 1.0%
Value ($000) $5,117 Shares 105,903 Est. Cost $40.76 Unrealized 0.0%
KMPR KEMPER CORP DEL COM 1.0%
Value ($000) $5,072 Shares 66,611 Est. Cost $32.74 Unrealized +134.3%
MRK MERCK & CO INC COM 1.0%
Value ($000) $5,019 Shares 60,346 Est. Cost $38.25 Unrealized +57.6%
HBAN HUNTINGTON BANCSHARES INC COM 1.0%
Value ($000) $5,016 Shares 395,608 Est. Cost $7.08 Unrealized +37.7%
UNILEVER PLC SPON ADR NEW 1.0%
Value ($000) $4,886 Shares 84,647 Est. Cost $44.17 Unrealized
VZ VERIZON COMMUNICATIONS INC. 0.9%
Value ($000) $4,726 Shares 79,919 Est. Cost $27.34 Unrealized +42.5%
ST SENSATA TECHNOLOGIES HLDNG PLC SHS 0.9%
Value ($000) $4,567 Shares 101,445 Est. Cost $52.93 Unrealized -10.4%
UPS UNITED PARCEL SERVICE INC CL B 0.9%
Value ($000) $4,565 Shares 40,855 Est. Cost $69.31 Unrealized +16.8%
CVS CVS HEALTH CORP COM 0.9%
Value ($000) $4,544 Shares 84,253 Est. Cost $50.41 Unrealized -1.9%
T AT&T INC COM 0.8%
Value ($000) $4,245 Shares 135,360 Est. Cost $12.17 Unrealized +16.3%
GS GOLDMAN SACHS GROUP INC COM 0.8%
Value ($000) $4,049 Shares 21,088 Est. Cost $153.64 Unrealized +6.8%
HSY HERSHEY CO COM 0.7%
Value ($000) $3,707 Shares 32,281 Est. Cost $65.69 Unrealized +41.3%
TXN TEXAS INSTRS INC COM 0.7%
Value ($000) $3,663 Shares 34,531 Est. Cost $77.70 Unrealized +9.9%
SLB SCHLUMBERGER LTD COM 0.7%
Value ($000) $3,653 Shares 83,851 Est. Cost $53.96 Unrealized -33.8%
D DOMINION ENERGY INC COM 0.7%
Value ($000) $3,522 Shares 45,947 Est. Cost $34.94 Unrealized +54.3%
DOWDUPONT INC COM 0.7%
Value ($000) $3,428 Shares 64,303 Est. Cost $68.65 Unrealized
BKNG BOOKING HLDGS INC COM 0.7%
Value ($000) $3,382 Shares 1,938 Est. Cost $1933.71 Unrealized -9.2%
HD HOME DEPOT INC COM 0.6%
Value ($000) $3,233 Shares 16,846 Est. Cost $143.49 Unrealized +7.8%
DISH NETWORK CORP CL A 0.6%
Value ($000) $3,100 Shares 97,809 Est. Cost $42.52 Unrealized
DHI D R HORTON INC COM 0.6%
Value ($000) $3,062 Shares 74,006 Est. Cost $40.01 Unrealized -9.0%
EBAY EBAY INC COM 0.6%
Value ($000) $2,849 Shares 76,721 Est. Cost $22.09 Unrealized +40.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.5%
Value ($000) $2,751 Shares 19,500 Est. Cost $114.21 Unrealized -17.1%
PFE PFIZER INC COM 0.5%
Value ($000) $2,490 Shares 58,638 Est. Cost $17.53 Unrealized +66.8%
ROK ROCKWELL AUTOMATION INC COM 0.5%
Value ($000) $2,419 Shares 13,787 Est. Cost $68.64 Unrealized +118.5%
DISCOVERY INC COM SER C 0.5%
Value ($000) $2,395 Shares 94,221 Est. Cost $26.62 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.5%
Value ($000) $2,332 Shares 48,878 Est. Cost $36.27 Unrealized +5.6%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.5%
Value ($000) $2,283 Shares 22,483 Est. Cost $101.35 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.4%
Value ($000) $2,073 Shares 11,090 Est. Cost $59.47 Unrealized +153.0%
UNP UNION PACIFIC CORP COM 0.4%
Value ($000) $1,972 Shares 11,794 Est. Cost $81.55 Unrealized +69.3%
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $1,896 Shares 17,343 Est. Cost $59.88 Unrealized +60.0%
LAMR LAMAR ADVERTISING CO NEW CL A 0.4%
Value ($000) $1,891 Shares 23,853 Est. Cost $61.33 Unrealized
CW CURTISS WRIGHT CORP COM 0.4%
Value ($000) $1,860 Shares 16,408 Est. Cost $32.35 Unrealized +240.9%
NOC NORTHROP GRUMMAN CORP COM 0.4%
Value ($000) $1,849 Shares 6,860 Est. Cost $68.43 Unrealized +256.0%
GIS GENERAL MLS INC COM 0.4%
Value ($000) $1,848 Shares 35,713 Est. Cost $33.03 Unrealized +8.3%
SYF SYNCHRONY FINL COM 0.4%
Value ($000) $1,788 Shares 56,039 Est. Cost $24.90 Unrealized +1.8%
MKL MARKEL CORP COM 0.3%
Value ($000) $1,699 Shares 1,705 Est. Cost $525.48 Unrealized +93.3%
MO ALTRIA GROUP, INC. 0.3%
Value ($000) $1,527 Shares 26,597 Est. Cost $17.13 Unrealized +73.5%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $1,506 Shares 5 Est. Cost $219349.66 Unrealized +38.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $1,490 Shares 9,328 Est. Cost $48.56 Unrealized +158.4%
TIGO MILLICOM INTL CELLULAR SA COM STK 0.3%
Value ($000) $1,482 Shares 24,252 Est. Cost $62.57 Unrealized 0.0%
TDY TELEDYNE TECHNOLOGIES INC COM 0.3%
Value ($000) $1,481 Shares 6,249 Est. Cost $76.20 Unrealized +197.3%
CSX CSX CORP COM 0.3%
Value ($000) $1,477 Shares 19,737 Est. Cost $6.66 Unrealized +216.7%
SHW SHERWIN WILLIAMS CO COM 0.3%
Value ($000) $1,470 Shares 3,412 Est. Cost $62.64 Unrealized +108.9%
AEP AMERICAN ELEC PWR CO INC COM 0.3%
Value ($000) $1,330 Shares 15,876 Est. Cost $33.98 Unrealized +83.8%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $1,252 Shares 703 Est. Cost $70.24 Unrealized +18.5%
KEY KEYCORP NEW COM 0.2%
Value ($000) $1,139 Shares 72,294 Est. Cost $6.68 Unrealized +79.2%
GENERAL ELECTRIC CO COM 0.2%
Value ($000) $1,126 Shares 112,758 Est. Cost $24.05 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $1,104 Shares 22,110 Est. Cost $23.35 Unrealized +66.0%
TDG TRANSDIGM GROUP INC COM 0.2%
Value ($000) $1,088 Shares 2,396 Est. Cost $123.08 Unrealized +144.8%
TKR TIMKEN CO COM 0.2%
Value ($000) $1,076 Shares 24,673 Est. Cost $37.97 Unrealized +11.9%
PIONEER NAT RES CO COM 0.2%
Value ($000) $1,042 Shares 6,840 Est. Cost $171.66 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $1,018 Shares 12,637 Est. Cost $26.55 Unrealized +129.8%
L LOEWS CORP COM 0.2%
Value ($000) $978 Shares 20,395 Est. Cost $42.08 Unrealized +8.9%
SATS ECHOSTAR CORP CL A 0.2%
Value ($000) $961 Shares 26,359 Est. Cost $31.68 Unrealized -0.5%
KHC KRAFT HEINZ CO COM 0.2%
Value ($000) $918 Shares 28,108 Est. Cost $47.98 Unrealized -39.4%
ETN EATON CORP PLC SHS 0.2%
Value ($000) $841 Shares 10,437 Est. Cost $52.73 Unrealized +26.1%
MMM 3M COMPANY 0.2%
Value ($000) $834 Shares 4,015 Est. Cost $65.32 Unrealized +100.7%
WMT WALMART INC COM 0.2%
Value ($000) $803 Shares 8,237 Est. Cost $20.92 Unrealized +39.7%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.1%
Value ($000) $758 Shares 15,574 Est. Cost $49.42 Unrealized
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $734 Shares 5,691 Est. Cost $111.85 Unrealized
LIBERTY GLOBAL PLC SHS CL C 0.1%
Value ($000) $708 Shares 29,255 Est. Cost $46.88 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $687 Shares 8,170 Est. Cost $84.09 Unrealized
SYK STRYKER CORP COM 0.1%
Value ($000) $662 Shares 3,352 Est. Cost $61.67 Unrealized +170.9%
SJM SMUCKER J M CO COM NEW 0.1%
Value ($000) $622 Shares 5,336 Est. Cost $79.39 Unrealized +5.3%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $618 Shares 6,140 Est. Cost $43.86 Unrealized +95.9%
FE FIRSTENERGY CORP COM 0.1%
Value ($000) $611 Shares 14,682 Est. Cost $24.57 Unrealized +22.2%
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $604 Shares 7,510 Est. Cost $36.58 Unrealized +90.1%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.1%
Value ($000) $538 Shares 4,363 Est. Cost $123.31 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $511 Shares 4,788 Est. Cost $106.73 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $505 Shares 13,663 Est. Cost $33.21 Unrealized -10.9%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $499 Shares 4,632 Est. Cost $84.33 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $449 Shares 3,680 Est. Cost $119.25 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $438 Shares 1,549 Est. Cost $184.02 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $423 Shares 9,674 Est. Cost $41.19 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $410 Shares 3,739 Est. Cost $89.40 Unrealized
PBT PERMIAN BASIN RTY TR UNIT BEN INT 0.1%
Value ($000) $409 Shares 54,350 Est. Cost $12.04 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR B 0.1%
Value ($000) $404 Shares 6,319 Est. Cost $65.55 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $404 Shares 2,089 Est. Cost $20.07 Unrealized +92.3%
HON HONEYWELL INTERNATIONAL INC. 0.1%
Value ($000) $395 Shares 2,484 Est. Cost $91.06 Unrealized +33.1%
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $393 Shares 2,899 Est. Cost $69.15 Unrealized +65.7%
HOPFED BANCORP INC COM 0.1%
Value ($000) $390 Shares 19,799 Est. Cost $13.72 Unrealized
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $378 Shares 4,403 Est. Cost $61.53 Unrealized +12.3%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.1%
Value ($000) $368 Shares 3,220 Est. Cost $67.66 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $351 Shares 1,011 Est. Cost $217.92 Unrealized +51.1%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $341 Shares 3,583 Est. Cost $50.84 Unrealized +41.5%
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 0.1%
Value ($000) $335 Shares 8,748 Est. Cost $33.42 Unrealized
ESSA BANCORP INC COM 0.1%
Value ($000) $330 Shares 21,397 Est. Cost $13.40 Unrealized
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $330 Shares 1,991 Est. Cost $83.12 Unrealized +61.9%
CLBK COLUMBIA FINL INC COM 0.1%
Value ($000) $325 Shares 20,757 Est. Cost $16.70 Unrealized -6.9%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.1%
Value ($000) $319 Shares 17,572 Est. Cost $36.44 Unrealized
IROQ IF BANCORP INC COM 0.1%
Value ($000) $307 Shares 15,400 Est. Cost $21.33 Unrealized -3.2%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $302 Shares 3,478 Est. Cost $67.27 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $302 Shares 1,936 Est. Cost $95.71 Unrealized +43.5%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $302 Shares 6,000 Est. Cost $50.33 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $301 Shares 2,454 Est. Cost $47.58 Unrealized +103.5%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.1%
Value ($000) $299 Shares 5,082 Est. Cost $46.24 Unrealized
DISCOVERY INC COM SER A 0.1%
Value ($000) $293 Shares 10,840 Est. Cost $62.30 Unrealized
PROV PROVIDENT FINL HLDGS INC COM 0.1%
Value ($000) $293 Shares 14,727 Est. Cost $18.36 Unrealized +0.5%
PDL CMNTY BANCORP COM 0.1%
Value ($000) $275 Shares 19,691 Est. Cost $14.63 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $274 Shares 4,224 Est. Cost $56.98 Unrealized
FSBW FS BANCORP INC COM 0.1%
Value ($000) $270 Shares 5,355 Est. Cost $19.46 Unrealized +6.2%
SI FINL GROUP INC MD COM 0.1%
Value ($000) $262 Shares 20,280 Est. Cost $14.74 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $256 Shares 4,758 Est. Cost $35.55 Unrealized +29.6%
SFBC SOUND FINL BANCORP INC COM 0.1%
Value ($000) $255 Shares 7,500 Est. Cost $27.81 Unrealized +6.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $250 Shares 2,774 Est. Cost $51.24 Unrealized +30.6%
DE DEERE & CO COM 0.0%
Value ($000) $248 Shares 1,550 Est. Cost $123.74 Unrealized +16.8%
AFL AFLAC INC COM 0.0%
Value ($000) $247 Shares 4,931 Est. Cost $37.59 Unrealized +9.0%
MCHB HOMESTREET INC COM 0.0%
Value ($000) $245 Shares 9,300 Est. Cost $25.96 Unrealized 0.0%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $245 Shares 4,652 Est. Cost $47.51 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $232 Shares 772 Est. Cost $213.38 Unrealized +14.2%
TGT TARGET CORP COM 0.0%
Value ($000) $231 Shares 2,880 Est. Cost $60.69 Unrealized 0.0%
KRNY KEARNY FINL CORP MD COM 0.0%
Value ($000) $228 Shares 17,746 Est. Cost $13.70 Unrealized -4.2%
PH PARKER HANNIFIN CORP COM 0.0%
Value ($000) $227 Shares 1,322 Est. Cost $102.98 Unrealized +45.4%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $227 Shares 4,710 Est. Cost $29.91 Unrealized +25.7%
WNEB WESTERN NEW ENG BANCORP INC COM 0.0%
Value ($000) $224 Shares 24,279 Est. Cost $6.49 Unrealized +19.6%
BANKFINANCIAL CORP COM 0.0%
Value ($000) $222 Shares 14,913 Est. Cost $15.23 Unrealized
ATI ALLEGHENY TECHNOLOGIES INC COM 0.0%
Value ($000) $222 Shares 8,689 Est. Cost $26.33 Unrealized 0.0%
HAMILTON BANCORP INC MD COM 0.0%
Value ($000) $220 Shares 15,712 Est. Cost $15.72 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $218 Shares 3,450 Est. Cost $83.51 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $218 Shares 1,393 Est. Cost $156.50 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $218 Shares 2,188 Est. Cost $99.63 Unrealized
HV BANCORP INC COM 0.0%
Value ($000) $218 Shares 13,550 Est. Cost $14.41 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $218 Shares 1,506 Est. Cost $144.75 Unrealized
BSB BANCORP INC MD COM 0.0%
Value ($000) $215 Shares 6,544 Est. Cost $32.85 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $213 Shares 2,050 Est. Cost $87.01 Unrealized 0.0%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $209 Shares 6,450 Est. Cost $24.80 Unrealized 0.0%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $208 Shares 2,628 Est. Cost $59.63 Unrealized 0.0%
RVSB RIVERVIEW BANCORP INC COM 0.0%
Value ($000) $207 Shares 28,343 Est. Cost $5.97 Unrealized +2.3%
ENTEGRA FINL CORP COM 0.0%
Value ($000) $206 Shares 9,196 Est. Cost $22.40 Unrealized
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 0.0%
Value ($000) $201 Shares 5,274 Est. Cost $38.11 Unrealized
FIDUCIARY CLAYMORE ENGRY INFRA COM 0.0%
Value ($000) $196 Shares 18,544 Est. Cost $27.15 Unrealized
UNITED CMNTY FINL CORP OHIO COM 0.0%
Value ($000) $171 Shares 18,275 Est. Cost $8.36 Unrealized
MTUS TIMKENSTEEL CORP COM 0.0%
Value ($000) $166 Shares 15,295 Est. Cost $28.35 Unrealized -59.3%
BCBP BCB BANCORP INC COM 0.0%
Value ($000) $159 Shares 11,900 Est. Cost $8.29 Unrealized +1.7%
SOUTHERN NATL BANCORP OF VA IN COM 0.0%
Value ($000) $158 Shares 10,792 Est. Cost $13.04 Unrealized
INVESTORS BANCORP INC NEW COM 0.0%
Value ($000) $146 Shares 12,350 Est. Cost $10.36 Unrealized
CLEARBRIDGE MLP AND MIDSTRM FD COM 0.0%
Value ($000) $136 Shares 10,725 Est. Cost $14.17 Unrealized
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $59 Shares 10,900 Est. Cost $16.82 Unrealized
ASRV AMERISERV FINL INC COM 0.0%
Value ($000) $44 Shares 11,000 Est. Cost $3.40 Unrealized -4.7%