BEESE FULMER INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0000911274 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 9, 2020

Total Value ($000): $564,059 (100.0% shares, 0.0% debt)

Holdings (181)

AAPL APPLE INC COM 4.5%
Value ($000) $25,354 Shares 99,704 Est. Cost $29.77 Unrealized +138.8%
MSFT MICROSOFT CORP COM 4.3%
Value ($000) $24,322 Shares 154,223 Est. Cost $51.17 Unrealized +205.5%
MA MASTERCARD INC CL A 3.2%
Value ($000) $18,157 Shares 75,167 Est. Cost $70.55 Unrealized +308.0%
JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $16,795 Shares 128,076 Est. Cost $73.43 Unrealized +63.6%
PG PROCTER & GAMBLE COMPANY 2.5%
Value ($000) $14,308 Shares 130,069 Est. Cost $72.60 Unrealized +43.0%
DIS DISNEY WALT CO COM DISNEY 2.2%
Value ($000) $12,553 Shares 129,947 Est. Cost $70.92 Unrealized +74.2%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 2.2%
Value ($000) $12,493 Shares 157,934 Est. Cost $79.95 Unrealized
PEP PEPSICO, INC. 2.1%
Value ($000) $11,569 Shares 96,331 Est. Cost $64.01 Unrealized +76.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.0%
Value ($000) $11,254 Shares 61,553 Est. Cost $156.74 Unrealized +35.6%
KO COCA COLA CO COM 1.9%
Value ($000) $10,677 Shares 241,295 Est. Cost $31.41 Unrealized +43.3%
AMZN AMAZON COM INC COM 1.9%
Value ($000) $10,647 Shares 5,461 Est. Cost $91.87 Unrealized +5.4%
CMCSA COMCAST CORP NEW CL A 1.9%
Value ($000) $10,481 Shares 304,864 Est. Cost $26.85 Unrealized +34.2%
GOOG ALPHABET INC CAP STK CL C 1.7%
Value ($000) $9,619 Shares 8,272 Est. Cost $43.70 Unrealized +54.1%
META FACEBOOK INC CL A 1.6%
Value ($000) $9,229 Shares 55,332 Est. Cost $103.98 Unrealized +87.0%
ABT ABBOTT LABS COM 1.6%
Value ($000) $9,024 Shares 114,359 Est. Cost $41.32 Unrealized +82.3%
MCD MCDONALDS CORP COM 1.5%
Value ($000) $8,531 Shares 51,595 Est. Cost $90.04 Unrealized +90.9%
BDX BECTON DICKINSON & CO COM 1.4%
Value ($000) $7,916 Shares 34,451 Est. Cost $112.85 Unrealized +99.3%
JPM JPMORGAN CHASE & CO COM 1.3%
Value ($000) $7,595 Shares 84,363 Est. Cost $57.97 Unrealized +78.7%
EW EDWARDS LIFESCIENCES CORP COM 1.3%
Value ($000) $7,302 Shares 38,711 Est. Cost $34.86 Unrealized +106.8%
HSY HERSHEY CO COM 1.3%
Value ($000) $7,296 Shares 55,066 Est. Cost $94.06 Unrealized +36.6%
ICE INTERCONTINENTAL EXCHANGE INC COM 1.3%
Value ($000) $7,231 Shares 89,551 Est. Cost $60.83 Unrealized +38.1%
PYPL PAYPAL HLDGS INC COM 1.3%
Value ($000) $7,145 Shares 74,634 Est. Cost $38.00 Unrealized +189.8%
GOOGL ALPHABET INC CAP STK CL A 1.3%
Value ($000) $7,137 Shares 6,142 Est. Cost $37.49 Unrealized +79.4%
INTC INTEL CORP COM 1.3%
Value ($000) $7,124 Shares 131,630 Est. Cost $28.46 Unrealized +83.9%
COST COSTCO WHOLESALE CORPORATION 1.2%
Value ($000) $6,969 Shares 24,443 Est. Cost $239.79 Unrealized +15.8%
ORLY O REILLY AUTOMOTIVE INC NEW COM 1.2%
Value ($000) $6,592 Shares 21,897 Est. Cost $8.87 Unrealized +188.2%
CVX CHEVRON CORP NEW COM 1.1%
Value ($000) $6,359 Shares 87,757 Est. Cost $78.97 Unrealized -3.8%
MRK MERCK & CO. INC COM 1.1%
Value ($000) $6,109 Shares 79,399 Est. Cost $44.97 Unrealized +44.7%
UPS UNITED PARCEL SERVICE INC CL B 1.1%
Value ($000) $6,033 Shares 64,575 Est. Cost $76.32 Unrealized +7.3%
XOM EXXON MOBIL CORP COM 1.1%
Value ($000) $5,983 Shares 157,563 Est. Cost $53.82 Unrealized -21.8%
CVS CVS HEALTH CORP COM 1.1%
Value ($000) $5,960 Shares 100,462 Est. Cost $50.83 Unrealized +8.8%
FMNB FARMERS NATIONAL BANC CORP COM 1.0%
Value ($000) $5,848 Shares 502,807 Est. Cost $10.77 Unrealized +5.3%
SYK STRYKER CORP COM 1.0%
Value ($000) $5,846 Shares 35,116 Est. Cost $175.93 Unrealized +4.2%
CSCO CISCO SYS INC COM 1.0%
Value ($000) $5,835 Shares 148,427 Est. Cost $38.47 Unrealized -4.7%
BAX BAXTER INTL INC COM 1.0%
Value ($000) $5,807 Shares 71,518 Est. Cost $41.76 Unrealized +83.8%
LOW LOWES COS INC COM 1.0%
Value ($000) $5,745 Shares 66,763 Est. Cost $45.46 Unrealized +116.2%
BA BOEING CO COM 1.0%
Value ($000) $5,647 Shares 37,861 Est. Cost $102.89 Unrealized +165.1%
FLEETCOR TECHNOLOGIES INC COM 1.0%
Value ($000) $5,639 Shares 30,229 Est. Cost $93.74 Unrealized
LINDE PLC SHS 1.0%
Value ($000) $5,630 Shares 32,543 Est. Cost $175.92 Unrealized
TJX TJX COS INC NEW COM 1.0%
Value ($000) $5,616 Shares 117,458 Est. Cost $50.35 Unrealized +5.9%
EMR EMERSON ELEC CO COM 1.0%
Value ($000) $5,485 Shares 115,117 Est. Cost $50.36 Unrealized +14.7%
MDT MEDTRONIC PLC SHS 1.0%
Value ($000) $5,455 Shares 60,495 Est. Cost $59.60 Unrealized +51.3%
HD HOME DEPOT INC COM 1.0%
Value ($000) $5,388 Shares 28,859 Est. Cost $162.29 Unrealized +17.2%
CB CHUBB LIMITED COM 0.9%
Value ($000) $5,280 Shares 47,277 Est. Cost $98.90 Unrealized +31.8%
VZ VERIZON COMMUNICATIONS INC. 0.9%
Value ($000) $5,075 Shares 94,457 Est. Cost $29.44 Unrealized +39.3%
PM PHILIP MORRIS INTL INC COM 0.9%
Value ($000) $4,959 Shares 67,975 Est. Cost $50.32 Unrealized +20.7%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.8%
Value ($000) $4,748 Shares 57,710 Est. Cost $63.13 Unrealized +64.4%
KMPR KEMPER CORP DEL COM 0.8%
Value ($000) $4,708 Shares 63,311 Est. Cost $32.74 Unrealized +128.8%
CMI CUMMINS INC COM 0.8%
Value ($000) $4,513 Shares 33,350 Est. Cost $86.95 Unrealized +54.9%
T AT&T INC COM 0.8%
Value ($000) $4,346 Shares 149,077 Est. Cost $12.93 Unrealized +40.6%
UNILEVER PLC SPON ADR NEW 0.7%
Value ($000) $4,125 Shares 81,573 Est. Cost $44.17 Unrealized
CIVB CIVISTA BANCSHARES INC COM NO PAR 0.7%
Value ($000) $4,099 Shares 274,015 Est. Cost $17.56 Unrealized -5.0%
D DOMINION ENERGY INC COM 0.7%
Value ($000) $3,715 Shares 51,466 Est. Cost $38.17 Unrealized +65.4%
GS GOLDMAN SACHS GROUP INC COM 0.7%
Value ($000) $3,715 Shares 24,032 Est. Cost $157.82 Unrealized +16.8%
NOC NORTHROP GRUMMAN CORP COM 0.6%
Value ($000) $3,600 Shares 11,899 Est. Cost $174.78 Unrealized +80.5%
TXN TEXAS INSTRS INC COM 0.6%
Value ($000) $3,478 Shares 34,804 Est. Cost $77.98 Unrealized +30.3%
WFC WELLS FARGO CO NEW COM 0.6%
Value ($000) $3,392 Shares 118,205 Est. Cost $40.63 Unrealized -9.8%
ABBV ABBVIE INC COM 0.6%
Value ($000) $3,387 Shares 44,457 Est. Cost $46.36 Unrealized +44.9%
COP CONOCOPHILLIPS COM 0.6%
Value ($000) $3,291 Shares 106,835 Est. Cost $42.04 Unrealized -2.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.6%
Value ($000) $3,264 Shares 58,564 Est. Cost $36.73 Unrealized +32.3%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.6%
Value ($000) $3,264 Shares 12 Est. Cost $274801.06 Unrealized +16.0%
ADBE ADOBE INC COM 0.6%
Value ($000) $3,238 Shares 10,175 Est. Cost $310.24 Unrealized +10.3%
HBAN HUNTINGTON BANCSHARES INC COM 0.6%
Value ($000) $3,206 Shares 390,517 Est. Cost $7.74 Unrealized +20.1%
SJM SMUCKER J M CO COM NEW 0.5%
Value ($000) $2,938 Shares 26,470 Est. Cost $88.34 Unrealized -0.1%
PFE PFIZER INC COM 0.5%
Value ($000) $2,868 Shares 87,860 Est. Cost $21.11 Unrealized +22.3%
ST SENSATA TECHNOLOGIES HLDNG PLC SHS 0.5%
Value ($000) $2,865 Shares 99,039 Est. Cost $52.93 Unrealized -18.4%
ADP AUTOMATIC DATA PROCESSING INC COM 0.5%
Value ($000) $2,820 Shares 20,635 Est. Cost $101.08 Unrealized +40.4%
TIMKENSTEEL CORP 6 06/01/2021 0.5%
Value ($000) $2,655 Shares 3,225,000 Est. Cost $0.93 Unrealized
CAT CATERPILLAR INC DEL COM 0.5%
Value ($000) $2,586 Shares 22,288 Est. Cost $105.58 Unrealized +7.4%
MMM 3M COMPANY 0.5%
Value ($000) $2,573 Shares 18,850 Est. Cost $101.75 Unrealized +4.1%
DHI D R HORTON INC COM 0.4%
Value ($000) $2,498 Shares 73,485 Est. Cost $40.01 Unrealized +22.3%
UNP UNION PAC CORP COM 0.4%
Value ($000) $2,389 Shares 16,940 Est. Cost $101.05 Unrealized +43.5%
APD AIR PRODS & CHEMS INC COM 0.4%
Value ($000) $2,223 Shares 11,135 Est. Cost $192.81 Unrealized +2.2%
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value ($000) $2,170 Shares 19,561 Est. Cost $111.76 Unrealized -12.1%
ROK ROCKWELL AUTOMATION INC COM 0.4%
Value ($000) $2,081 Shares 13,787 Est. Cost $68.64 Unrealized +143.7%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.4%
Value ($000) $2,056 Shares 20,771 Est. Cost $101.35 Unrealized
GIS GENERAL MLS INC COM 0.3%
Value ($000) $1,893 Shares 35,873 Est. Cost $34.50 Unrealized +25.5%
DISH NETWORK CORPORATION CL A 0.3%
Value ($000) $1,885 Shares 94,305 Est. Cost $42.18 Unrealized
TDY TELEDYNE TECHNOLOGIES INC COM 0.3%
Value ($000) $1,858 Shares 6,249 Est. Cost $76.20 Unrealized +350.8%
EOG EOG RES INC COM 0.3%
Value ($000) $1,742 Shares 48,510 Est. Cost $64.17 Unrealized -22.6%
SHW SHERWIN WILLIAMS CO COM 0.3%
Value ($000) $1,706 Shares 3,712 Est. Cost $75.11 Unrealized +127.9%
MKL MARKEL CORP COM 0.3%
Value ($000) $1,582 Shares 1,705 Est. Cost $525.48 Unrealized +117.6%
DISCOVERY INC COM SER C 0.3%
Value ($000) $1,556 Shares 88,729 Est. Cost $26.62 Unrealized
DE DEERE & CO COM 0.3%
Value ($000) $1,527 Shares 11,050 Est. Cost $143.16 Unrealized +1.8%
NSC NORFOLK SOUTHERN CORP COM 0.3%
Value ($000) $1,524 Shares 10,440 Est. Cost $62.53 Unrealized +161.7%
AEP AMERICAN ELEC PWR CO INC COM 0.3%
Value ($000) $1,465 Shares 18,313 Est. Cost $39.75 Unrealized +92.6%
CW CURTISS WRIGHT CORP COM 0.3%
Value ($000) $1,464 Shares 15,843 Est. Cost $32.35 Unrealized +285.8%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $1,440 Shares 16,823 Est. Cost $61.36 Unrealized +75.3%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $1,354 Shares 27,038 Est. Cost $27.90 Unrealized +67.4%
CSX CSX CORP COM 0.2%
Value ($000) $1,342 Shares 23,427 Est. Cost $9.41 Unrealized +129.3%
LAMR LAMAR ADVERTISING CO NEW CL A 0.2%
Value ($000) $1,336 Shares 26,048 Est. Cost $60.13 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $1,307 Shares 19,323 Est. Cost $65.54 Unrealized +9.7%
SLB SCHLUMBERGER LTD COM 0.2%
Value ($000) $1,204 Shares 89,268 Est. Cost $46.50 Unrealized -45.6%
CENTRAL FED CORP COM NEW PAR 0.2%
Value ($000) $1,135 Shares 107,930 Est. Cost $12.39 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.2%
Value ($000) $1,133 Shares 13,716 Est. Cost $93.73 Unrealized 0.0%
FOXA FOX CORP CL A COM 0.2%
Value ($000) $1,119 Shares 47,358 Est. Cost $33.56 Unrealized -9.4%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.2%
Value ($000) $1,064 Shares 10,289 Est. Cost $101.59 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $1,047 Shares 9,216 Est. Cost $22.95 Unrealized +54.1%
MO ALTRIA GROUP, INC. 0.2%
Value ($000) $1,026 Shares 26,525 Est. Cost $17.50 Unrealized +57.5%
GENERAL ELECTRIC CO COM 0.2%
Value ($000) $1,006 Shares 126,643 Est. Cost $20.71 Unrealized
ETN EATON CORP PLC SHS 0.2%
Value ($000) $951 Shares 12,236 Est. Cost $55.58 Unrealized +48.7%
TKR TIMKEN CO COM 0.2%
Value ($000) $950 Shares 29,367 Est. Cost $39.02 Unrealized +21.2%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $921 Shares 9,760 Est. Cost $73.52 Unrealized 0.0%
FDX FEDEX CORP COM 0.2%
Value ($000) $908 Shares 7,491 Est. Cost $135.08 Unrealized -6.6%
ROP ROPER TECHNOLOGIES INC COM 0.2%
Value ($000) $902 Shares 2,892 Est. Cost $342.17 Unrealized 0.0%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $857 Shares 6,475 Est. Cost $160.20 Unrealized -9.5%
SYF SYNCHRONY FINL COM 0.1%
Value ($000) $835 Shares 51,869 Est. Cost $24.90 Unrealized +1.1%
KEY KEYCORP COM 0.1%
Value ($000) $818 Shares 78,897 Est. Cost $7.40 Unrealized +68.2%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $807 Shares 3,132 Est. Cost $224.33 Unrealized
TDG TRANSDIGM GROUP INC COM 0.1%
Value ($000) $758 Shares 2,367 Est. Cost $132.41 Unrealized +241.9%
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $747 Shares 50,288 Est. Cost $21.25 Unrealized -7.5%
ROYAL DUTCH SHELL PLC SPON ADR B 0.1%
Value ($000) $731 Shares 22,381 Est. Cost $44.17 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $730 Shares 5,661 Est. Cost $137.42 Unrealized
L LOEWS CORP COM 0.1%
Value ($000) $710 Shares 20,395 Est. Cost $42.08 Unrealized +9.3%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $700 Shares 5,946 Est. Cost $43.86 Unrealized +185.7%
MIMECAST LTD ORD SHS 0.1%
Value ($000) $675 Shares 19,115 Est. Cost $36.82 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $669 Shares 12,523 Est. Cost $60.67 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $659 Shares 4,091 Est. Cost $135.34 Unrealized +33.5%
SATS ECHOSTAR CORP CL A 0.1%
Value ($000) $640 Shares 20,024 Est. Cost $31.68 Unrealized +18.1%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $626 Shares 4,228 Est. Cost $122.39 Unrealized
TIGO MILLICOM INTL CELLULAR S A COM STK 0.1%
Value ($000) $567 Shares 19,969 Est. Cost $62.57 Unrealized -33.0%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $561 Shares 2,331 Est. Cost $22.79 Unrealized +138.3%
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $551 Shares 7,335 Est. Cost $36.58 Unrealized +127.1%
FE FIRSTENERGY CORP COM 0.1%
Value ($000) $547 Shares 13,660 Est. Cost $24.73 Unrealized +46.9%
VB VANGUARD SMALL-CAP INDEX FUND 0.1%
Value ($000) $522 Shares 4,518 Est. Cost $115.54 Unrealized
MTUS TIMKENSTEEL CORP COM 0.1%
Value ($000) $451 Shares 139,562 Est. Cost $8.62 Unrealized -35.1%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $443 Shares 4,979 Est. Cost $84.65 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $430 Shares 986 Est. Cost $217.92 Unrealized +124.4%
TGT TARGET CORP COM 0.1%
Value ($000) $423 Shares 4,550 Est. Cost $69.50 Unrealized +36.7%
ORCL ORACLE CORP COM 0.1%
Value ($000) $415 Shares 8,578 Est. Cost $42.85 Unrealized +10.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $405 Shares 5,006 Est. Cost $59.98 Unrealized +21.2%
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $396 Shares 4,680 Est. Cost $18.44 Unrealized -11.3%
HON HONEYWELL INTERNATIONAL INC. 0.1%
Value ($000) $377 Shares 2,819 Est. Cost $96.47 Unrealized +41.6%
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $374 Shares 4,956 Est. Cost $67.61 Unrealized +26.2%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.1%
Value ($000) $370 Shares 6,440 Est. Cost $69.00 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $358 Shares 13,280 Est. Cost $33.21 Unrealized -0.7%
LIBERTY GLOBAL PLC SHS CL C 0.1%
Value ($000) $357 Shares 22,737 Est. Cost $46.88 Unrealized
RMBI RICHMOND MUT BANCORPORATIN INC COM 0.1%
Value ($000) $349 Shares 34,240 Est. Cost $14.38 Unrealized -4.6%
SO SOUTHERN CO COM 0.1%
Value ($000) $336 Shares 6,210 Est. Cost $45.27 Unrealized +11.5%
AMGN AMGEN INC COM 0.1%
Value ($000) $317 Shares 1,563 Est. Cost $158.01 Unrealized +15.3%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $312 Shares 12,793 Est. Cost $40.52 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $309 Shares 2,585 Est. Cost $100.91 Unrealized +14.4%
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $298 Shares 1,869 Est. Cost $83.12 Unrealized +114.8%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $298 Shares 6,000 Est. Cost $50.33 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $297 Shares 8,854 Est. Cost $33.54 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $277 Shares 11,199 Est. Cost $47.98 Unrealized -56.9%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $274 Shares 5,082 Est. Cost $46.24 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $272 Shares 10,960 Est. Cost $31.60 Unrealized 0.0%
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.0%
Value ($000) $270 Shares 8,548 Est. Cost $33.42 Unrealized
PB BANCORP INC COM 0.0%
Value ($000) $265 Shares 17,765 Est. Cost $11.48 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $262 Shares 772 Est. Cost $213.38 Unrealized +56.9%
FSBW FS BANCORP INC COM 0.0%
Value ($000) $262 Shares 7,285 Est. Cost $19.83 Unrealized +7.3%
PIONEER NAT RES CO COM 0.0%
Value ($000) $256 Shares 3,648 Est. Cost $171.45 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $255 Shares 2,669 Est. Cost $52.42 Unrealized +106.7%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $240 Shares 1,700 Est. Cost $70.91 Unrealized -2.7%
ESSA BANCORP INC COM 0.0%
Value ($000) $240 Shares 17,597 Est. Cost $13.40 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $232 Shares 2,628 Est. Cost $59.63 Unrealized +33.3%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $229 Shares 2,645 Est. Cost $84.09 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $226 Shares 1,440 Est. Cost $156.54 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $225 Shares 3,780 Est. Cost $66.57 Unrealized +3.5%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $224 Shares 2,722 Est. Cost $80.52 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $223 Shares 3,478 Est. Cost $67.27 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $218 Shares 4,652 Est. Cost $47.51 Unrealized
SFBC SOUND FINL BANCORP INC COM 0.0%
Value ($000) $218 Shares 10,200 Est. Cost $28.61 Unrealized +3.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $212 Shares 1,800 Est. Cost $116.67 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $212 Shares 1,000 Est. Cost $198.70 Unrealized +16.4%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $183 Shares 13,302 Est. Cost $36.44 Unrealized
BBT BERKSHIRE HILLS BANCORP INC COM 0.0%
Value ($000) $181 Shares 12,167 Est. Cost $24.24 Unrealized -13.6%
BSBK BOGOTA FINL CORP COM 0.0%
Value ($000) $172 Shares 25,000 Est. Cost $9.86 Unrealized 0.0%
WNEB WESTERN NEW ENG BANCORP INC COM 0.0%
Value ($000) $164 Shares 24,279 Est. Cost $6.49 Unrealized +8.6%
HARBORONE BANCORP INC NEW COM NEW 0.0%
Value ($000) $151 Shares 20,000 Est. Cost $11.00 Unrealized
HV BANCORP INC COM 0.0%
Value ($000) $149 Shares 13,550 Est. Cost $14.41 Unrealized
DIEBOLD NXDF INC COM 0.0%
Value ($000) $145 Shares 41,059 Est. Cost $11.21 Unrealized
PBT PERMIAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $136 Shares 47,600 Est. Cost $12.04 Unrealized
CZWI CITIZENS CMNTY BANCORP INC MD COM 0.0%
Value ($000) $121 Shares 18,778 Est. Cost $9.59 Unrealized -1.2%
MERIDIAN BANCORP INC MD COM 0.0%
Value ($000) $114 Shares 10,150 Est. Cost $18.72 Unrealized
INVESTORS BANCORP INC NEW COM 0.0%
Value ($000) $99 Shares 12,350 Est. Cost $10.36 Unrealized
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $57 Shares 12,405 Est. Cost $12.66 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $51 Shares 10,599 Est. Cost $5.65 Unrealized 0.0%
ASRV AMERISERV FINL INC COM 0.0%
Value ($000) $29 Shares 11,000 Est. Cost $3.40 Unrealized -9.1%
FIDUCIARY CLAYMORE ENGRY INFRA COM 0.0%
Value ($000) $13 Shares 10,400 Est. Cost $27.15 Unrealized