BEESE FULMER INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0000911274 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 1, 2019

Total Value ($000): $665,704 (100.0% shares, 0.0% debt)

Holdings (207)

AAPL APPLE INC COM 3.4%
Value ($000) $22,860 Shares 102,068 Est. Cost $29.77 Unrealized +68.7%
MSFT MICROSOFT CORP COM 3.3%
Value ($000) $21,766 Shares 156,555 Est. Cost $51.17 Unrealized +153.9%
MA MASTERCARD INC CL A 3.2%
Value ($000) $21,043 Shares 77,485 Est. Cost $70.55 Unrealized +277.2%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $16,862 Shares 130,329 Est. Cost $73.43 Unrealized +49.8%
DIS DISNEY WALT CO COM DISNEY 2.5%
Value ($000) $16,853 Shares 129,322 Est. Cost $70.92 Unrealized +89.3%
PG PROCTER & GAMBLE COMPANY 2.4%
Value ($000) $16,118 Shares 129,590 Est. Cost $72.60 Unrealized +39.1%
BA BOEING CO COM 2.1%
Value ($000) $14,158 Shares 37,211 Est. Cost $99.98 Unrealized +252.4%
CMCSA COMCAST CORP NEW CL A 2.1%
Value ($000) $13,966 Shares 309,798 Est. Cost $26.85 Unrealized +39.7%
PEP PEPSICO, INC. 2.0%
Value ($000) $13,341 Shares 97,312 Est. Cost $64.01 Unrealized +70.8%
KO COCA COLA CO COM 1.9%
Value ($000) $12,910 Shares 237,143 Est. Cost $31.20 Unrealized +40.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.9%
Value ($000) $12,415 Shares 59,683 Est. Cost $154.89 Unrealized +33.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 1.7%
Value ($000) $11,383 Shares 140,444 Est. Cost $79.98 Unrealized
MCD MCDONALDS CORP COM 1.7%
Value ($000) $11,019 Shares 51,323 Est. Cost $88.42 Unrealized +109.0%
XOM EXXON MOBIL CORP COM 1.6%
Value ($000) $10,965 Shares 155,293 Est. Cost $53.86 Unrealized -0.2%
CVX CHEVRON CORP NEW COM 1.6%
Value ($000) $10,633 Shares 89,658 Est. Cost $78.97 Unrealized +15.9%
GOOG ALPHABET INC CAP STK CL C 1.5%
Value ($000) $9,887 Shares 8,111 Est. Cost $42.95 Unrealized +36.7%
META FACEBOOK INC CL A 1.5%
Value ($000) $9,719 Shares 54,577 Est. Cost $102.89 Unrealized +83.5%
ABT ABBOTT LABS COM 1.4%
Value ($000) $9,561 Shares 114,268 Est. Cost $40.87 Unrealized +86.1%
JPM JPMORGAN CHASE & CO COM 1.4%
Value ($000) $9,381 Shares 79,710 Est. Cost $55.23 Unrealized +72.1%
FMNB FARMERS NATL BANC CORP COM 1.3%
Value ($000) $8,650 Shares 597,367 Est. Cost $10.77 Unrealized 0.0%
FLEETCOR TECHNOLOGIES INC COM 1.3%
Value ($000) $8,640 Shares 30,128 Est. Cost $93.74 Unrealized
HSY HERSHEY CO COM 1.3%
Value ($000) $8,628 Shares 55,670 Est. Cost $94.06 Unrealized +38.4%
BDX BECTON DICKINSON & CO COM 1.3%
Value ($000) $8,591 Shares 33,960 Est. Cost $110.34 Unrealized +102.6%
EW EDWARDS LIFESCIENCES CORP COM 1.3%
Value ($000) $8,469 Shares 38,513 Est. Cost $33.83 Unrealized +107.7%
ORLY O REILLY AUTOMOTIVE INC NEW COM 1.3%
Value ($000) $8,444 Shares 21,188 Est. Cost $8.39 Unrealized +207.8%
ICE INTERCONTINENTAL EXCHANGE INC COM 1.2%
Value ($000) $8,229 Shares 89,185 Est. Cost $60.83 Unrealized +38.2%
PYPL PAYPAL HLDGS INC COM 1.2%
Value ($000) $8,129 Shares 78,469 Est. Cost $38.00 Unrealized +189.2%
GOOGL ALPHABET INC CAP STK CL A 1.1%
Value ($000) $7,576 Shares 6,204 Est. Cost $37.49 Unrealized +56.8%
EMR EMERSON ELEC CO COM 1.1%
Value ($000) $7,527 Shares 112,579 Est. Cost $50.12 Unrealized +8.5%
CB CHUBB LIMITED COM 1.1%
Value ($000) $7,497 Shares 46,435 Est. Cost $98.41 Unrealized +41.6%
LOW LOWES COS INC COM 1.1%
Value ($000) $7,405 Shares 67,346 Est. Cost $45.46 Unrealized +106.8%
CSCO CISCO SYS INC COM 1.1%
Value ($000) $7,317 Shares 148,088 Est. Cost $38.52 Unrealized +11.1%
UPS UNITED PARCEL SERVICE INC CL B 1.0%
Value ($000) $6,922 Shares 57,769 Est. Cost $75.03 Unrealized +18.5%
INTC INTEL CORP COM 1.0%
Value ($000) $6,586 Shares 127,814 Est. Cost $27.82 Unrealized +54.6%
MDT MEDTRONIC PLC SHS 1.0%
Value ($000) $6,517 Shares 59,997 Est. Cost $59.60 Unrealized +46.9%
LINDE PLC SHS 1.0%
Value ($000) $6,414 Shares 33,108 Est. Cost $175.92 Unrealized
MRK MERCK & CO INC COM 1.0%
Value ($000) $6,373 Shares 75,707 Est. Cost $43.96 Unrealized +48.9%
HBAN HUNTINGTON BANCSHARES INC COM 0.9%
Value ($000) $6,308 Shares 442,064 Est. Cost $7.74 Unrealized +30.8%
CIVB CIVISTA BANCSHARES INC COM NO PAR 0.9%
Value ($000) $6,148 Shares 282,944 Est. Cost $17.56 Unrealized 0.0%
BAX BAXTER INTL INC COM 0.9%
Value ($000) $5,866 Shares 67,068 Est. Cost $39.60 Unrealized +90.7%
COP CONOCOPHILLIPS COM 0.9%
Value ($000) $5,817 Shares 102,086 Est. Cost $41.98 Unrealized +7.9%
CVS CVS HEALTH CORP COM 0.9%
Value ($000) $5,688 Shares 90,192 Est. Cost $50.16 Unrealized -3.6%
WFC WELLS FARGO CO NEW COM 0.8%
Value ($000) $5,600 Shares 111,023 Est. Cost $40.70 Unrealized -2.2%
T AT&T INC COM 0.8%
Value ($000) $5,586 Shares 147,627 Est. Cost $12.85 Unrealized +32.3%
VZ VERIZON COMMUNICATIONS INC. 0.8%
Value ($000) $5,579 Shares 92,428 Est. Cost $29.05 Unrealized +39.2%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.8%
Value ($000) $5,532 Shares 57,213 Est. Cost $62.70 Unrealized +47.8%
PM PHILIP MORRIS INTL INC COM 0.8%
Value ($000) $5,526 Shares 72,780 Est. Cost $50.32 Unrealized +12.7%
CMI CUMMINS INC COM 0.8%
Value ($000) $5,494 Shares 33,776 Est. Cost $86.95 Unrealized +56.5%
HD HOME DEPOT INC COM 0.8%
Value ($000) $5,442 Shares 23,453 Est. Cost $155.02 Unrealized +20.7%
COST COSTCO WHOLESALE CORPORATION 0.8%
Value ($000) $5,329 Shares 18,496 Est. Cost $229.19 Unrealized +11.8%
KMPR KEMPER CORP DEL COM 0.8%
Value ($000) $5,114 Shares 65,611 Est. Cost $32.74 Unrealized +144.0%
UNILEVER PLC SPON ADR NEW 0.8%
Value ($000) $4,999 Shares 83,181 Est. Cost $44.17 Unrealized
ST SENSATA TECHNOLOGIES HLDNG PLC SHS 0.7%
Value ($000) $4,987 Shares 99,630 Est. Cost $52.93 Unrealized -10.7%
TJX TJX COS INC NEW COM 0.7%
Value ($000) $4,682 Shares 83,989 Est. Cost $48.77 Unrealized +2.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.7%
Value ($000) $4,609 Shares 76,480 Est. Cost $43.22 Unrealized +32.9%
GS GOLDMAN SACHS GROUP INC COM 0.7%
Value ($000) $4,492 Shares 21,674 Est. Cost $154.84 Unrealized +16.0%
TXN TEXAS INSTRS INC COM 0.7%
Value ($000) $4,415 Shares 34,163 Est. Cost $77.70 Unrealized +32.4%
NOC NORTHROP GRUMMAN CORP COM 0.7%
Value ($000) $4,345 Shares 11,593 Est. Cost $170.60 Unrealized +86.8%
D DOMINION ENERGY INC COM 0.6%
Value ($000) $4,218 Shares 52,047 Est. Cost $37.64 Unrealized +55.1%
EOG EOG RES INC COM 0.6%
Value ($000) $4,067 Shares 54,801 Est. Cost $64.17 Unrealized -4.2%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.6%
Value ($000) $4,054 Shares 13 Est. Cost $274801.06 Unrealized +12.6%
DHI D R HORTON INC COM 0.6%
Value ($000) $3,883 Shares 73,662 Est. Cost $40.01 Unrealized +11.6%
SLB SCHLUMBERGER LTD COM 0.6%
Value ($000) $3,766 Shares 110,226 Est. Cost $46.50 Unrealized -33.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.5%
Value ($000) $3,466 Shares 23,837 Est. Cost $111.76 Unrealized -8.3%
PFE PFIZER INC COM 0.5%
Value ($000) $3,382 Shares 94,126 Est. Cost $21.11 Unrealized +28.0%
DISH NETWORK CORP CL A 0.5%
Value ($000) $3,367 Shares 98,839 Est. Cost $42.18 Unrealized
ABBV ABBVIE INC COM 0.5%
Value ($000) $3,241 Shares 42,801 Est. Cost $45.61 Unrealized +15.3%
ADP AUTOMATIC DATA PROCESSING INC COM 0.5%
Value ($000) $3,208 Shares 19,873 Est. Cost $99.19 Unrealized +45.2%
SJM SMUCKER J M CO COM NEW 0.5%
Value ($000) $3,000 Shares 27,270 Est. Cost $88.34 Unrealized +2.4%
MMM 3M COMPANY 0.4%
Value ($000) $2,976 Shares 18,102 Est. Cost $101.22 Unrealized +9.3%
BMY BRISTOL MYERS SQUIBB CO COM 0.4%
Value ($000) $2,960 Shares 58,377 Est. Cost $36.36 Unrealized +1.1%
CAT CATERPILLAR INC DEL COM 0.4%
Value ($000) $2,805 Shares 22,205 Est. Cost $105.58 Unrealized +5.2%
TIMKENSTEEL CORP 6 06/01/2021 0.4%
Value ($000) $2,715 Shares 2,925,000 Est. Cost $0.93 Unrealized
EBAY EBAY INC COM 0.4%
Value ($000) $2,711 Shares 69,548 Est. Cost $22.09 Unrealized +63.0%
UNP UNION PACIFIC CORP COM 0.3%
Value ($000) $2,288 Shares 14,127 Est. Cost $92.20 Unrealized +58.1%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.3%
Value ($000) $2,287 Shares 22,483 Est. Cost $101.35 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.3%
Value ($000) $2,272 Shares 13,787 Est. Cost $68.64 Unrealized +105.5%
GIS GENERAL MLS INC COM 0.3%
Value ($000) $2,249 Shares 40,809 Est. Cost $34.50 Unrealized +25.8%
DISCOVERY INC COM SER C 0.3%
Value ($000) $2,205 Shares 89,577 Est. Cost $26.62 Unrealized
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $2,182 Shares 9,836 Est. Cost $192.55 Unrealized 0.0%
CENTRAL FED CORP COM NEW PAR 0.3%
Value ($000) $2,120 Shares 171,144 Est. Cost $12.39 Unrealized
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $2,110 Shares 17,843 Est. Cost $61.36 Unrealized +83.5%
CW CURTISS WRIGHT CORP COM 0.3%
Value ($000) $2,097 Shares 16,208 Est. Cost $32.35 Unrealized +277.7%
SHW SHERWIN WILLIAMS CO COM 0.3%
Value ($000) $2,086 Shares 3,794 Est. Cost $75.11 Unrealized +114.1%
NSC NORFOLK SOUTHERN CORP COM 0.3%
Value ($000) $2,017 Shares 11,227 Est. Cost $62.53 Unrealized +158.3%
MKL MARKEL CORP COM 0.3%
Value ($000) $2,015 Shares 1,705 Est. Cost $525.48 Unrealized +116.2%
TDY TELEDYNE TECHNOLOGIES INC COM 0.3%
Value ($000) $2,012 Shares 6,249 Est. Cost $76.20 Unrealized +291.8%
AMZN AMAZON COM INC COM 0.3%
Value ($000) $1,981 Shares 1,141 Est. Cost $78.87 Unrealized +17.6%
SYK STRYKER CORP COM 0.3%
Value ($000) $1,911 Shares 8,835 Est. Cost $148.50 Unrealized +34.8%
LAMR LAMAR ADVERTISING CO NEW CL A 0.3%
Value ($000) $1,876 Shares 22,903 Est. Cost $61.33 Unrealized
SYF SYNCHRONY FINL COM 0.3%
Value ($000) $1,865 Shares 54,710 Est. Cost $24.90 Unrealized +17.5%
DE DEERE & CO COM 0.3%
Value ($000) $1,822 Shares 10,800 Est. Cost $142.81 Unrealized +2.2%
INGERSOLL-RAND PLC SHS 0.3%
Value ($000) $1,770 Shares 14,366 Est. Cost $123.21 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.3%
Value ($000) $1,739 Shares 18,561 Est. Cost $39.75 Unrealized +82.2%
CSX CSX CORP COM 0.3%
Value ($000) $1,681 Shares 24,267 Est. Cost $9.41 Unrealized +127.0%
DD DUPONT DE NEMOURS INC COM 0.2%
Value ($000) $1,663 Shares 23,319 Est. Cost $26.89 Unrealized -3.6%
FOXA FOX CORP CL A COM 0.2%
Value ($000) $1,618 Shares 51,315 Est. Cost $33.56 Unrealized -5.3%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $1,519 Shares 27,463 Est. Cost $27.90 Unrealized +67.4%
KEY KEYCORP NEW COM 0.2%
Value ($000) $1,444 Shares 80,963 Est. Cost $7.40 Unrealized +71.5%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $1,402 Shares 18,375 Est. Cost $64.99 Unrealized 0.0%
FITB FIFTH THIRD BANCORP COM 0.2%
Value ($000) $1,373 Shares 50,163 Est. Cost $21.25 Unrealized 0.0%
TKR TIMKEN CO COM 0.2%
Value ($000) $1,255 Shares 28,854 Est. Cost $38.87 Unrealized +13.7%
TDG TRANSDIGM GROUP INC COM 0.2%
Value ($000) $1,198 Shares 2,300 Est. Cost $123.08 Unrealized +218.5%
GENERAL ELECTRIC CO COM 0.2%
Value ($000) $1,187 Shares 132,814 Est. Cost $20.71 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $1,150 Shares 9,687 Est. Cost $22.95 Unrealized +50.2%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $1,128 Shares 6,175 Est. Cost $160.41 Unrealized 0.0%
MO ALTRIA GROUP, INC. 0.2%
Value ($000) $1,094 Shares 26,752 Est. Cost $17.50 Unrealized +57.7%
TIGO MILLICOM INTL CELLULAR SA COM STK 0.2%
Value ($000) $1,089 Shares 22,372 Est. Cost $62.57 Unrealized -16.5%
L LOEWS CORP COM 0.2%
Value ($000) $1,050 Shares 20,395 Est. Cost $42.08 Unrealized +19.4%
ETN EATON CORP PLC SHS 0.2%
Value ($000) $1,018 Shares 12,237 Est. Cost $55.58 Unrealized +29.7%
SATS ECHOSTAR CORP CL A 0.1%
Value ($000) $993 Shares 25,059 Est. Cost $31.68 Unrealized +14.1%
ADBE ADOBE INC COM 0.1%
Value ($000) $970 Shares 3,512 Est. Cost $291.94 Unrealized 0.0%
PIONEER NAT RES CO COM 0.1%
Value ($000) $865 Shares 6,880 Est. Cost $171.45 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $821 Shares 17,222 Est. Cost $36.22 Unrealized -9.6%
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $786 Shares 5,760 Est. Cost $112.44 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $750 Shares 6,021 Est. Cost $43.86 Unrealized +161.2%
MTUS TIMKENSTEEL CORP COM 0.1%
Value ($000) $711 Shares 113,062 Est. Cost $9.51 Unrealized -31.0%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $694 Shares 5,804 Est. Cost $99.13 Unrealized
FE FIRSTENERGY CORP COM 0.1%
Value ($000) $673 Shares 13,957 Est. Cost $24.73 Unrealized +40.8%
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $650 Shares 7,510 Est. Cost $36.58 Unrealized +118.7%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $649 Shares 9,946 Est. Cost $61.74 Unrealized
MIMECAST LTD ORD SHS 0.1%
Value ($000) $613 Shares 17,175 Est. Cost $35.69 Unrealized
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $607 Shares 5,203 Est. Cost $67.61 Unrealized +37.8%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $583 Shares 13,280 Est. Cost $33.21 Unrealized +11.4%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $580 Shares 4,180 Est. Cost $121.59 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $552 Shares 19,751 Est. Cost $47.98 Unrealized -55.9%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $543 Shares 2,331 Est. Cost $22.79 Unrealized +103.0%
LIBERTY GLOBAL PLC SHS CL C 0.1%
Value ($000) $541 Shares 22,737 Est. Cost $46.88 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $519 Shares 4,647 Est. Cost $84.33 Unrealized
DIEBOLD NXDF INC COM 0.1%
Value ($000) $504 Shares 44,959 Est. Cost $11.21 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $489 Shares 12,876 Est. Cost $40.52 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $462 Shares 2,686 Est. Cost $116.02 Unrealized +46.8%
ROYAL DUTCH SHELL PLC SPON ADR B 0.1%
Value ($000) $455 Shares 7,589 Est. Cost $59.96 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $454 Shares 5,017 Est. Cost $18.67 Unrealized +0.4%
ORCL ORACLE CORP COM 0.1%
Value ($000) $452 Shares 8,208 Est. Cost $42.50 Unrealized +18.5%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $447 Shares 4,661 Est. Cost $59.06 Unrealized +19.4%
TGT TARGET CORP COM 0.1%
Value ($000) $444 Shares 4,155 Est. Cost $66.73 Unrealized +20.4%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.1%
Value ($000) $430 Shares 3,220 Est. Cost $67.66 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $426 Shares 1,436 Est. Cost $184.02 Unrealized
HON HONEYWELL INTERNATIONAL INC. 0.1%
Value ($000) $420 Shares 2,484 Est. Cost $91.06 Unrealized +53.0%
IROQ IF BANCORP INC COM 0.1%
Value ($000) $418 Shares 19,900 Est. Cost $21.36 Unrealized +0.4%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $417 Shares 1,011 Est. Cost $217.92 Unrealized +85.2%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $409 Shares 2,706 Est. Cost $147.59 Unrealized
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $396 Shares 1,991 Est. Cost $83.12 Unrealized +111.8%
SO SOUTHERN CO COM 0.1%
Value ($000) $384 Shares 6,210 Est. Cost $45.27 Unrealized 0.0%
FSBW FS BANCORP INC COM 0.1%
Value ($000) $382 Shares 7,285 Est. Cost $19.83 Unrealized +5.1%
CTVA CORTEVA INC COM 0.1%
Value ($000) $381 Shares 13,607 Est. Cost $26.67 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $374 Shares 2,669 Est. Cost $52.42 Unrealized +105.4%
SFBC SOUND FINL BANCORP INC COM 0.1%
Value ($000) $367 Shares 10,200 Est. Cost $28.61 Unrealized +7.7%
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 0.1%
Value ($000) $367 Shares 8,748 Est. Cost $33.42 Unrealized
BBT BERKSHIRE HILLS BANCORP INC COM 0.1%
Value ($000) $356 Shares 12,167 Est. Cost $24.24 Unrealized +2.7%
SNY SANOFI SPONSORED ADR 0.1%
Value ($000) $354 Shares 7,635 Est. Cost $46.37 Unrealized
DLTR DOLLAR TREE INC COM 0.1%
Value ($000) $348 Shares 3,046 Est. Cost $104.62 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $346 Shares 2,785 Est. Cost $100.91 Unrealized +6.0%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $336 Shares 3,283 Est. Cost $50.84 Unrealized +52.0%
CLBK COLUMBIA FINL INC COM 0.0%
Value ($000) $328 Shares 20,757 Est. Cost $16.70 Unrealized -7.8%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $326 Shares 5,082 Est. Cost $46.24 Unrealized
TOTAL S A SPONSORED ADS 0.0%
Value ($000) $315 Shares 6,065 Est. Cost $51.94 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $312 Shares 3,478 Est. Cost $67.27 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $309 Shares 3,645 Est. Cost $84.09 Unrealized
PROV PROVIDENT FINL HLDGS INC COM 0.0%
Value ($000) $306 Shares 14,727 Est. Cost $18.36 Unrealized +13.0%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $303 Shares 6,000 Est. Cost $50.33 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $302 Shares 1,563 Est. Cost $158.01 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $301 Shares 772 Est. Cost $213.38 Unrealized +48.3%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $297 Shares 14,909 Est. Cost $36.44 Unrealized
ESSA BANCORP INC COM 0.0%
Value ($000) $289 Shares 17,597 Est. Cost $13.40 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $288 Shares 5,210 Est. Cost $30.98 Unrealized +32.8%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $281 Shares 1,800 Est. Cost $70.91 Unrealized 0.0%
PDL CMNTY BANCORP COM 0.0%
Value ($000) $277 Shares 19,691 Est. Cost $14.63 Unrealized
ENTEGRA FINL CORP COM 0.0%
Value ($000) $276 Shares 9,196 Est. Cost $22.40 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $269 Shares 4,652 Est. Cost $47.51 Unrealized
PBT PERMIAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $262 Shares 50,600 Est. Cost $12.04 Unrealized
MCHB HOMESTREET INC COM 0.0%
Value ($000) $254 Shares 9,300 Est. Cost $25.96 Unrealized +6.9%
DISCOVERY INC COM SER A 0.0%
Value ($000) $253 Shares 9,490 Est. Cost $62.30 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $250 Shares 2,628 Est. Cost $59.63 Unrealized +23.2%
RPM RPM INTL INC COM 0.0%
Value ($000) $248 Shares 3,600 Est. Cost $66.24 Unrealized 0.0%
THFF FIRST FINL CORP IND COM 0.0%
Value ($000) $245 Shares 5,634 Est. Cost $33.94 Unrealized 0.0%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $245 Shares 2,384 Est. Cost $102.77 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $243 Shares 3,974 Est. Cost $61.15 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $237 Shares 4,531 Est. Cost $37.59 Unrealized +20.7%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $236 Shares 2,050 Est. Cost $87.01 Unrealized +20.8%
WNEB WESTERN NEW ENG BANCORP INC COM 0.0%
Value ($000) $231 Shares 24,279 Est. Cost $6.49 Unrealized +16.1%
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $221 Shares 1,556 Est. Cost $102.19 Unrealized +7.4%
PH PARKER HANNIFIN CORP COM 0.0%
Value ($000) $221 Shares 1,222 Est. Cost $102.98 Unrealized +50.5%
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 0.0%
Value ($000) $219 Shares 5,274 Est. Cost $41.52 Unrealized
MALVERN BANCORP INC COM 0.0%
Value ($000) $217 Shares 9,947 Est. Cost $21.82 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $217 Shares 3,930 Est. Cost $55.22 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $215 Shares 1,293 Est. Cost $156.50 Unrealized
HBCP HOME BANCORP INC COM 0.0%
Value ($000) $215 Shares 5,517 Est. Cost $30.32 Unrealized +4.0%
MELROSE BANCORP INC COM 0.0%
Value ($000) $214 Shares 12,100 Est. Cost $17.69 Unrealized
HMN FINL INC COM 0.0%
Value ($000) $212 Shares 9,400 Est. Cost $22.55 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $209 Shares 989 Est. Cost $164.33 Unrealized 0.0%
CZWI CITIZENS CMNTY BANCORP INC MD COM 0.0%
Value ($000) $207 Shares 18,778 Est. Cost $9.59 Unrealized 0.0%
MCO MOODYS CORP COM 0.0%
Value ($000) $205 Shares 1,000 Est. Cost $198.70 Unrealized 0.0%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $204 Shares 6,450 Est. Cost $24.80 Unrealized -5.8%
PB BANCORP INC COM 0.0%
Value ($000) $204 Shares 17,765 Est. Cost $11.48 Unrealized
HV BANCORP INC COM 0.0%
Value ($000) $203 Shares 13,550 Est. Cost $14.41 Unrealized
SB ONE BANCORP COM 0.0%
Value ($000) $202 Shares 8,945 Est. Cost $22.58 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $201 Shares 2,489 Est. Cost $80.35 Unrealized
MACKINAC FINL CORP COM 0.0%
Value ($000) $196 Shares 12,650 Est. Cost $15.49 Unrealized
MERIDIAN BANCORP INC MD COM 0.0%
Value ($000) $190 Shares 10,150 Est. Cost $18.72 Unrealized
FIDUCIARY CLAYMORE ENGRY INFRA COM 0.0%
Value ($000) $146 Shares 16,478 Est. Cost $27.15 Unrealized
INVESTORS BANCORP INC NEW COM 0.0%
Value ($000) $140 Shares 12,350 Est. Cost $10.36 Unrealized
UNITED CMNTY FINL CORP OHIO COM 0.0%
Value ($000) $120 Shares 11,175 Est. Cost $8.36 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $93 Shares 10,099 Est. Cost $7.10 Unrealized -2.2%
RVSB RIVERVIEW BANCORP INC COM 0.0%
Value ($000) $82 Shares 11,082 Est. Cost $5.97 Unrealized +6.4%
ASRV AMERISERV FINL INC COM 0.0%
Value ($000) $46 Shares 11,000 Est. Cost $3.40 Unrealized -3.2%