BEESE FULMER INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0000911274 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 5, 2020

Total Value ($000): $714,357 (100.0% shares, 0.0% debt)

Holdings (202)

AAPL APPLE INC COM 4.2%
Value ($000) $29,899 Shares 101,818 Est. Cost $29.77 Unrealized +108.3%
MSFT MICROSOFT CORP COM 3.5%
Value ($000) $24,762 Shares 157,023 Est. Cost $51.17 Unrealized +172.1%
MA MASTERCARD INC CL A 3.2%
Value ($000) $22,775 Shares 76,274 Est. Cost $70.55 Unrealized +286.4%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $18,793 Shares 128,832 Est. Cost $73.43 Unrealized +55.4%
DIS DISNEY WALT CO COM DISNEY 2.6%
Value ($000) $18,664 Shares 129,049 Est. Cost $70.92 Unrealized +91.4%
PG PROCTER & GAMBLE COMPANY 2.3%
Value ($000) $16,284 Shares 130,375 Est. Cost $72.60 Unrealized +45.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.0%
Value ($000) $13,933 Shares 61,513 Est. Cost $156.74 Unrealized +38.6%
CMCSA COMCAST CORP NEW CL A 1.9%
Value ($000) $13,714 Shares 304,959 Est. Cost $26.85 Unrealized +41.0%
KO COCA COLA CO COM 1.9%
Value ($000) $13,333 Shares 240,889 Est. Cost $31.41 Unrealized +41.7%
PEP PEPSICO, INC. 1.8%
Value ($000) $13,181 Shares 96,446 Est. Cost $64.01 Unrealized +76.2%
BA BOEING CO COM 1.7%
Value ($000) $12,126 Shares 37,223 Est. Cost $99.98 Unrealized +251.1%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 1.7%
Value ($000) $11,852 Shares 146,271 Est. Cost $80.02 Unrealized
META FACEBOOK INC CL A 1.6%
Value ($000) $11,341 Shares 55,253 Est. Cost $103.98 Unrealized +85.0%
JPM JPMORGAN CHASE & CO COM 1.6%
Value ($000) $11,276 Shares 80,888 Est. Cost $56.01 Unrealized +94.0%
GOOG ALPHABET INC CAP STK CL C 1.6%
Value ($000) $11,244 Shares 8,410 Est. Cost $43.70 Unrealized +46.6%
XOM EXXON MOBIL CORP COM 1.6%
Value ($000) $11,103 Shares 159,112 Est. Cost $53.82 Unrealized -3.3%
CVX CHEVRON CORP NEW COM 1.5%
Value ($000) $10,597 Shares 87,934 Est. Cost $78.97 Unrealized +13.6%
MCD MCDONALDS CORP COM 1.4%
Value ($000) $10,342 Shares 52,335 Est. Cost $90.04 Unrealized +91.0%
ABT ABBOTT LABS COM 1.4%
Value ($000) $10,057 Shares 115,781 Est. Cost $41.32 Unrealized +82.2%
ORLY O REILLY AUTOMOTIVE INC NEW COM 1.3%
Value ($000) $9,330 Shares 21,289 Est. Cost $8.39 Unrealized +240.9%
EW EDWARDS LIFESCIENCES CORP COM 1.3%
Value ($000) $9,200 Shares 39,437 Est. Cost $34.86 Unrealized +124.0%
BDX BECTON DICKINSON & CO COM 1.3%
Value ($000) $9,165 Shares 33,697 Est. Cost $110.34 Unrealized +105.2%
EMR EMERSON ELEC CO COM 1.2%
Value ($000) $8,752 Shares 114,767 Est. Cost $50.36 Unrealized +24.7%
FLEETCOR TECHNOLOGIES INC COM 1.2%
Value ($000) $8,664 Shares 30,111 Est. Cost $93.74 Unrealized
FMNB FARMERS NATL BANC CORP COM 1.2%
Value ($000) $8,623 Shares 528,362 Est. Cost $10.77 Unrealized +7.7%
PYPL PAYPAL HLDGS INC COM 1.2%
Value ($000) $8,489 Shares 78,477 Est. Cost $38.00 Unrealized +173.6%
ICE INTERCONTINENTAL EXCHANGE INC COM 1.2%
Value ($000) $8,300 Shares 89,679 Est. Cost $60.83 Unrealized +41.0%
HSY HERSHEY CO COM 1.1%
Value ($000) $8,166 Shares 55,559 Est. Cost $94.06 Unrealized +36.6%
GOOGL ALPHABET INC CAP STK CL A 1.1%
Value ($000) $8,162 Shares 6,094 Est. Cost $37.49 Unrealized +70.7%
LOW LOWES COS INC COM 1.1%
Value ($000) $8,053 Shares 67,241 Est. Cost $45.46 Unrealized +125.2%
INTC INTEL CORP COM 1.1%
Value ($000) $7,884 Shares 131,737 Est. Cost $28.46 Unrealized +73.1%
CB CHUBB LIMITED COM 1.0%
Value ($000) $7,318 Shares 47,015 Est. Cost $98.90 Unrealized +40.0%
MRK MERCK & CO INC COM 1.0%
Value ($000) $7,196 Shares 79,115 Est. Cost $44.97 Unrealized +50.2%
UPS UNITED PARCEL SERVICE INC CL B 1.0%
Value ($000) $7,152 Shares 61,094 Est. Cost $76.00 Unrealized +22.1%
CVS CVS HEALTH CORP COM 1.0%
Value ($000) $7,144 Shares 96,167 Est. Cost $50.63 Unrealized +14.1%
LINDE PLC SHS 1.0%
Value ($000) $7,027 Shares 33,008 Est. Cost $175.92 Unrealized
CSCO CISCO SYS INC COM 1.0%
Value ($000) $6,946 Shares 144,829 Est. Cost $38.52 Unrealized +0.1%
MDT MEDTRONIC PLC SHS 1.0%
Value ($000) $6,845 Shares 60,339 Est. Cost $59.60 Unrealized +55.3%
COST COSTCO WHOLESALE CORPORATION 1.0%
Value ($000) $6,836 Shares 23,257 Est. Cost $237.86 Unrealized +14.2%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 1.0%
Value ($000) $6,788 Shares 57,796 Est. Cost $63.13 Unrealized +67.5%
COP CONOCOPHILLIPS COM 0.9%
Value ($000) $6,758 Shares 103,924 Est. Cost $42.07 Unrealized +12.1%
CIVB CIVISTA BANCSHARES INC COM NO PAR 0.9%
Value ($000) $6,755 Shares 281,457 Est. Cost $17.56 Unrealized +4.3%
TJX TJX COS INC NEW COM 0.9%
Value ($000) $6,712 Shares 109,917 Est. Cost $50.14 Unrealized +8.9%
HBAN HUNTINGTON BANCSHARES INC COM 0.9%
Value ($000) $6,132 Shares 406,632 Est. Cost $7.74 Unrealized +41.7%
PM PHILIP MORRIS INTL INC COM 0.9%
Value ($000) $6,122 Shares 71,949 Est. Cost $50.32 Unrealized +19.3%
WFC WELLS FARGO CO NEW COM 0.9%
Value ($000) $6,109 Shares 113,552 Est. Cost $40.79 Unrealized +9.6%
CMI CUMMINS INC COM 0.9%
Value ($000) $6,084 Shares 33,994 Est. Cost $86.95 Unrealized +73.7%
HD HOME DEPOT INC COM 0.8%
Value ($000) $6,022 Shares 27,575 Est. Cost $161.00 Unrealized +21.1%
BAX BAXTER INTL INC COM 0.8%
Value ($000) $5,877 Shares 70,282 Est. Cost $41.14 Unrealized +78.3%
VZ VERIZON COMMUNICATIONS INC. 0.8%
Value ($000) $5,843 Shares 95,156 Est. Cost $29.44 Unrealized +45.3%
T AT&T INC COM 0.8%
Value ($000) $5,840 Shares 149,440 Est. Cost $12.93 Unrealized +45.9%
ST SENSATA TECHNOLOGIES HLDNG PLC SHS 0.8%
Value ($000) $5,367 Shares 99,631 Est. Cost $52.93 Unrealized -2.9%
GS GOLDMAN SACHS GROUP INC COM 0.7%
Value ($000) $5,133 Shares 22,324 Est. Cost $155.79 Unrealized +20.3%
KMPR KEMPER CORP DEL COM 0.7%
Value ($000) $5,085 Shares 65,611 Est. Cost $32.74 Unrealized +127.8%
UNILEVER PLC SPON ADR NEW 0.7%
Value ($000) $4,751 Shares 83,109 Est. Cost $44.17 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.6%
Value ($000) $4,415 Shares 13 Est. Cost $274801.06 Unrealized +18.5%
TXN TEXAS INSTRS INC COM 0.6%
Value ($000) $4,413 Shares 34,398 Est. Cost $77.70 Unrealized +33.5%
D DOMINION ENERGY INC COM 0.6%
Value ($000) $4,405 Shares 53,192 Est. Cost $38.17 Unrealized +63.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.6%
Value ($000) $4,197 Shares 67,674 Est. Cost $43.22 Unrealized +30.4%
EOG EOG RES INC COM 0.6%
Value ($000) $4,112 Shares 49,088 Est. Cost $64.17 Unrealized -13.0%
NOC NORTHROP GRUMMAN CORP COM 0.6%
Value ($000) $4,104 Shares 11,932 Est. Cost $174.78 Unrealized +81.8%
ABBV ABBVIE INC COM 0.6%
Value ($000) $3,945 Shares 44,557 Est. Cost $46.36 Unrealized +39.4%
BMY BRISTOL MYERS SQUIBB CO COM 0.5%
Value ($000) $3,910 Shares 60,920 Est. Cost $36.73 Unrealized +23.0%
DHI D R HORTON INC COM 0.5%
Value ($000) $3,891 Shares 73,770 Est. Cost $40.01 Unrealized +25.2%
SLB SCHLUMBERGER LTD COM 0.5%
Value ($000) $3,593 Shares 89,383 Est. Cost $46.50 Unrealized -33.9%
AMZN AMAZON COM INC COM 0.5%
Value ($000) $3,539 Shares 1,915 Est. Cost $82.77 Unrealized +6.9%
ADP AUTOMATIC DATA PROCESSING INC COM 0.5%
Value ($000) $3,534 Shares 20,730 Est. Cost $101.08 Unrealized +43.5%
PFE PFIZER INC COM 0.5%
Value ($000) $3,500 Shares 89,321 Est. Cost $21.11 Unrealized +26.5%
DISH NETWORK CORP CL A 0.5%
Value ($000) $3,421 Shares 96,449 Est. Cost $42.18 Unrealized
MMM 3M COMPANY 0.5%
Value ($000) $3,365 Shares 19,075 Est. Cost $101.75 Unrealized +9.8%
CAT CATERPILLAR INC DEL COM 0.5%
Value ($000) $3,306 Shares 22,386 Est. Cost $105.58 Unrealized +16.5%
TIMKENSTEEL CORP 6 06/01/2021 0.4%
Value ($000) $3,120 Shares 3,075,000 Est. Cost $0.93 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value ($000) $2,883 Shares 21,511 Est. Cost $111.76 Unrealized -10.6%
SJM SMUCKER J M CO COM NEW 0.4%
Value ($000) $2,847 Shares 27,345 Est. Cost $88.34 Unrealized -1.9%
ROK ROCKWELL AUTOMATION INC COM 0.4%
Value ($000) $2,794 Shares 13,787 Est. Cost $68.64 Unrealized +142.5%
SYK STRYKER CORP COM 0.4%
Value ($000) $2,787 Shares 13,274 Est. Cost $163.78 Unrealized +18.6%
DISCOVERY INC COM SER C 0.4%
Value ($000) $2,721 Shares 89,252 Est. Cost $26.62 Unrealized
UNP UNION PACIFIC CORP COM 0.4%
Value ($000) $2,614 Shares 14,460 Est. Cost $93.52 Unrealized +59.7%
APD AIR PRODS & CHEMS INC COM 0.4%
Value ($000) $2,546 Shares 10,835 Est. Cost $192.69 Unrealized +0.8%
CW CURTISS WRIGHT CORP COM 0.3%
Value ($000) $2,284 Shares 16,208 Est. Cost $32.35 Unrealized +307.3%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.3%
Value ($000) $2,284 Shares 22,483 Est. Cost $101.35 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.3%
Value ($000) $2,189 Shares 11,277 Est. Cost $62.53 Unrealized +164.8%
SHW SHERWIN WILLIAMS CO COM 0.3%
Value ($000) $2,182 Shares 3,739 Est. Cost $75.11 Unrealized +140.5%
ADBE ADOBE INC COM 0.3%
Value ($000) $2,176 Shares 6,599 Est. Cost $293.01 Unrealized +0.4%
TDY TELEDYNE TECHNOLOGIES INC COM 0.3%
Value ($000) $2,166 Shares 6,249 Est. Cost $76.20 Unrealized +341.2%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $2,159 Shares 17,343 Est. Cost $61.36 Unrealized +79.5%
EBAY EBAY INC COM 0.3%
Value ($000) $2,089 Shares 57,859 Est. Cost $22.09 Unrealized +47.8%
GIS GENERAL MLS INC COM 0.3%
Value ($000) $2,073 Shares 38,709 Est. Cost $34.50 Unrealized +24.0%
LAMR LAMAR ADVERTISING CO NEW CL A 0.3%
Value ($000) $2,046 Shares 22,924 Est. Cost $61.33 Unrealized
MKL MARKEL CORP COM 0.3%
Value ($000) $1,949 Shares 1,705 Est. Cost $525.48 Unrealized +116.7%
SYF SYNCHRONY FINL COM 0.3%
Value ($000) $1,945 Shares 54,009 Est. Cost $24.90 Unrealized +23.4%
DE DEERE & CO COM 0.3%
Value ($000) $1,915 Shares 11,050 Est. Cost $143.16 Unrealized +10.3%
CENTRAL FED CORP COM NEW PAR 0.3%
Value ($000) $1,912 Shares 137,068 Est. Cost $12.39 Unrealized
INGERSOLL-RAND PLC SHS 0.3%
Value ($000) $1,830 Shares 13,766 Est. Cost $123.21 Unrealized
FOXA FOX CORP CL A COM 0.3%
Value ($000) $1,804 Shares 48,672 Est. Cost $33.56 Unrealized -5.9%
AEP AMERICAN ELEC PWR CO INC COM 0.2%
Value ($000) $1,764 Shares 18,661 Est. Cost $39.75 Unrealized +86.8%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $1,745 Shares 19,775 Est. Cost $65.54 Unrealized +11.2%
CSX CSX CORP COM 0.2%
Value ($000) $1,695 Shares 23,427 Est. Cost $9.41 Unrealized +131.5%
TKR TIMKEN CO COM 0.2%
Value ($000) $1,645 Shares 29,217 Est. Cost $39.02 Unrealized +29.5%
KEY KEYCORP NEW COM 0.2%
Value ($000) $1,637 Shares 80,897 Est. Cost $7.40 Unrealized +89.0%
FITB FIFTH THIRD BANCORP COM 0.2%
Value ($000) $1,542 Shares 50,163 Est. Cost $21.25 Unrealized +7.8%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $1,509 Shares 27,393 Est. Cost $27.90 Unrealized +64.5%
GENERAL ELECTRIC CO COM 0.2%
Value ($000) $1,429 Shares 128,063 Est. Cost $20.71 Unrealized
MO ALTRIA GROUP, INC. 0.2%
Value ($000) $1,335 Shares 26,750 Est. Cost $17.50 Unrealized +64.5%
TDG TRANSDIGM GROUP INC COM 0.2%
Value ($000) $1,288 Shares 2,300 Est. Cost $123.08 Unrealized +250.5%
MTUS TIMKENSTEEL CORP COM 0.2%
Value ($000) $1,223 Shares 155,587 Est. Cost $8.62 Unrealized -27.3%
UNITED TECHNOLOGIES CORP COM 0.2%
Value ($000) $1,176 Shares 7,850 Est. Cost $122.39 Unrealized
ETN EATON CORP PLC SHS 0.2%
Value ($000) $1,159 Shares 12,236 Est. Cost $55.58 Unrealized +43.4%
WMT WALMART INC COM 0.2%
Value ($000) $1,151 Shares 9,687 Est. Cost $22.95 Unrealized +58.5%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $1,142 Shares 6,475 Est. Cost $160.20 Unrealized -2.7%
L LOEWS CORP COM 0.1%
Value ($000) $1,071 Shares 20,395 Est. Cost $42.08 Unrealized +16.8%
TIGO MILLICOM INTL CELLULAR SA COM STK 0.1%
Value ($000) $1,050 Shares 21,772 Est. Cost $62.57 Unrealized -26.7%
SATS ECHOSTAR CORP CL A 0.1%
Value ($000) $1,025 Shares 23,659 Est. Cost $31.68 Unrealized +26.7%
FDX FEDEX CORP COM 0.1%
Value ($000) $891 Shares 5,891 Est. Cost $137.51 Unrealized 0.0%
MIMECAST LTD ORD SHS 0.1%
Value ($000) $873 Shares 20,115 Est. Cost $36.82 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $797 Shares 6,021 Est. Cost $43.86 Unrealized +169.3%
V VISA INC COM CL A 0.1%
Value ($000) $767 Shares 4,081 Est. Cost $135.34 Unrealized +27.5%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $759 Shares 6,089 Est. Cost $100.33 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $726 Shares 10,448 Est. Cost $62.11 Unrealized
FE FIRSTENERGY CORP COM 0.1%
Value ($000) $668 Shares 13,755 Est. Cost $24.73 Unrealized +49.9%
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $657 Shares 7,335 Est. Cost $36.58 Unrealized +118.8%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $621 Shares 4,344 Est. Cost $122.39 Unrealized
PIONEER NAT RES CO COM 0.1%
Value ($000) $590 Shares 3,895 Est. Cost $171.45 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $571 Shares 4,450 Est. Cost $68.92 Unrealized +44.8%
ROYAL DUTCH SHELL PLC SPON ADR B 0.1%
Value ($000) $566 Shares 9,439 Est. Cost $59.96 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $564 Shares 2,331 Est. Cost $22.79 Unrealized +120.2%
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $558 Shares 5,974 Est. Cost $18.44 Unrealized -6.5%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $556 Shares 4,636 Est. Cost $84.33 Unrealized
RMBI RICHMOND MUT BANCORPORATIN INC COM 0.1%
Value ($000) $546 Shares 34,240 Est. Cost $14.38 Unrealized 0.0%
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $544 Shares 5,178 Est. Cost $67.61 Unrealized +37.7%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $541 Shares 13,280 Est. Cost $33.21 Unrealized +11.7%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $540 Shares 8,409 Est. Cost $26.89 Unrealized -8.9%
LIBERTY GLOBAL PLC SHS CL C 0.1%
Value ($000) $496 Shares 22,737 Est. Cost $46.88 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $490 Shares 1,011 Est. Cost $217.92 Unrealized +111.2%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $486 Shares 12,876 Est. Cost $40.52 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $469 Shares 1,457 Est. Cost $186.01 Unrealized
FSBW FS BANCORP INC COM 0.1%
Value ($000) $465 Shares 7,285 Est. Cost $19.83 Unrealized +23.6%
DIEBOLD NXDF INC COM 0.1%
Value ($000) $454 Shares 43,009 Est. Cost $11.21 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $454 Shares 8,578 Est. Cost $42.85 Unrealized +17.7%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.1%
Value ($000) $453 Shares 6,440 Est. Cost $69.00 Unrealized
HON HONEYWELL INTERNATIONAL INC. 0.1%
Value ($000) $440 Shares 2,484 Est. Cost $91.06 Unrealized +58.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $432 Shares 4,731 Est. Cost $59.24 Unrealized +21.2%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $426 Shares 2,669 Est. Cost $52.42 Unrealized +129.2%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $423 Shares 13,179 Est. Cost $47.98 Unrealized -52.8%
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 0.1%
Value ($000) $421 Shares 8,748 Est. Cost $33.42 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $421 Shares 2,571 Est. Cost $147.59 Unrealized
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $411 Shares 1,991 Est. Cost $83.12 Unrealized +115.7%
BBT BERKSHIRE HILLS BANCORP INC COM 0.1%
Value ($000) $400 Shares 12,167 Est. Cost $24.24 Unrealized +6.6%
SO SOUTHERN CO COM 0.1%
Value ($000) $396 Shares 6,210 Est. Cost $45.27 Unrealized +8.0%
AMGN AMGEN INC COM 0.1%
Value ($000) $377 Shares 1,563 Est. Cost $158.01 Unrealized +15.6%
SFBC SOUND FINL BANCORP INC COM 0.1%
Value ($000) $367 Shares 10,200 Est. Cost $28.61 Unrealized +10.0%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $366 Shares 3,283 Est. Cost $50.84 Unrealized +71.8%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $333 Shares 5,082 Est. Cost $46.24 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $330 Shares 3,478 Est. Cost $67.27 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $326 Shares 3,468 Est. Cost $104.66 Unrealized +0.3%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $318 Shares 2,585 Est. Cost $100.91 Unrealized +7.0%
DISCOVERY INC COM SER A 0.0%
Value ($000) $311 Shares 9,490 Est. Cost $62.30 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $309 Shares 5,210 Est. Cost $30.98 Unrealized +43.1%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $308 Shares 3,645 Est. Cost $84.09 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $303 Shares 6,000 Est. Cost $50.33 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $301 Shares 772 Est. Cost $213.38 Unrealized +52.2%
TOTAL S A SPONSORED ADS 0.0%
Value ($000) $300 Shares 5,425 Est. Cost $51.94 Unrealized
ESSA BANCORP INC COM 0.0%
Value ($000) $298 Shares 17,597 Est. Cost $13.40 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $292 Shares 3,800 Est. Cost $66.57 Unrealized +9.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $289 Shares 1,700 Est. Cost $70.91 Unrealized +3.3%
ENTEGRA FINL CORP COM 0.0%
Value ($000) $277 Shares 9,196 Est. Cost $22.40 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $275 Shares 14,226 Est. Cost $36.44 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $271 Shares 4,652 Est. Cost $47.51 Unrealized
PB BANCORP INC COM 0.0%
Value ($000) $269 Shares 17,765 Est. Cost $11.48 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $259 Shares 3,974 Est. Cost $61.15 Unrealized
THFF FIRST FINL CORP IND COM 0.0%
Value ($000) $258 Shares 5,634 Est. Cost $33.94 Unrealized +6.1%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $257 Shares 2,385 Est. Cost $102.77 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $251 Shares 4,591 Est. Cost $36.22 Unrealized +1.3%
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 0.0%
Value ($000) $249 Shares 5,157 Est. Cost $41.52 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $247 Shares 2,140 Est. Cost $98.38 Unrealized 0.0%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $242 Shares 2,628 Est. Cost $59.63 Unrealized +25.5%
AFL AFLAC INC COM 0.0%
Value ($000) $240 Shares 4,531 Est. Cost $37.59 Unrealized +22.0%
MCO MOODYS CORP COM 0.0%
Value ($000) $237 Shares 1,000 Est. Cost $198.70 Unrealized +6.3%
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $236 Shares 1,293 Est. Cost $156.50 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $234 Shares 2,050 Est. Cost $87.01 Unrealized +17.3%
WNEB WESTERN NEW ENG BANCORP INC COM 0.0%
Value ($000) $234 Shares 24,279 Est. Cost $6.49 Unrealized +22.8%
HV BANCORP INC COM 0.0%
Value ($000) $230 Shares 13,550 Est. Cost $14.41 Unrealized
MALVERN BANCORP INC COM 0.0%
Value ($000) $230 Shares 9,947 Est. Cost $21.82 Unrealized
CZWI CITIZENS CMNTY BANCORP INC MD COM 0.0%
Value ($000) $229 Shares 18,778 Est. Cost $9.59 Unrealized +5.9%
SB ONE BANCORP COM 0.0%
Value ($000) $223 Shares 8,945 Est. Cost $22.58 Unrealized
HARBORONE BANCORP INC NEW COM NEW 0.0%
Value ($000) $220 Shares 20,000 Est. Cost $11.00 Unrealized
PH PARKER HANNIFIN CORP COM 0.0%
Value ($000) $218 Shares 1,057 Est. Cost $102.98 Unrealized +72.5%
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $214 Shares 1,556 Est. Cost $102.19 Unrealized +6.5%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $212 Shares 6,450 Est. Cost $24.80 Unrealized -1.2%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $210 Shares 1,800 Est. Cost $116.67 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $209 Shares 1,450 Est. Cost $144.14 Unrealized
BAC BANK AMER CORP COM 0.0%
Value ($000) $207 Shares 5,866 Est. Cost $27.79 Unrealized 0.0%
MERIDIAN BANCORP INC MD COM 0.0%
Value ($000) $204 Shares 10,150 Est. Cost $18.72 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $201 Shares 2,489 Est. Cost $80.35 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $201 Shares 3,404 Est. Cost $59.05 Unrealized
PBT PERMIAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $185 Shares 47,600 Est. Cost $12.04 Unrealized
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $156 Shares 12,174 Est. Cost $12.81 Unrealized
INVESTORS BANCORP INC NEW COM 0.0%
Value ($000) $147 Shares 12,350 Est. Cost $10.36 Unrealized
UNITED CMNTY FINL CORP OHIO COM 0.0%
Value ($000) $130 Shares 11,175 Est. Cost $8.36 Unrealized
FIDUCIARY CLAYMORE ENGRY INFRA COM 0.0%
Value ($000) $101 Shares 12,838 Est. Cost $27.15 Unrealized
RVSB RIVERVIEW BANCORP INC COM 0.0%
Value ($000) $91 Shares 11,082 Est. Cost $5.97 Unrealized +3.2%
ASRV AMERISERV FINL INC COM 0.0%
Value ($000) $46 Shares 11,000 Est. Cost $3.40 Unrealized -1.8%