VALLEY WEALTH MANAGERS, INC. Diversified Active

CIK: 0000924166 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 9, 2019

Total Value ($000): $916,936 (100.0% shares, 0.0% debt)

Holdings (199)

AAPL APPLE INC 2.8%
Value ($000) $25,902 Shares 136,363 Est. Cost $26.50 Unrealized +52.6%
CSCO CISCO SYSTEMS INC 2.8%
Value ($000) $25,292 Shares 468,462 Est. Cost $16.78 Unrealized +135.5%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $21,864 Shares 156,409 Est. Cost $67.88 Unrealized +62.6%
VZ VERIZON COMMUNICATIONS 2.3%
Value ($000) $20,903 Shares 353,513 Est. Cost $28.77 Unrealized +35.4%
UNP UNION PACIFIC CORP 2.2%
Value ($000) $20,180 Shares 120,694 Est. Cost $70.10 Unrealized +97.0%
AVGO BROADCOM INC 2.2%
Value ($000) $20,074 Shares 66,757 Est. Cost $18.27 Unrealized +23.1%
CDW CDW CORPORATION 2.2%
Value ($000) $19,973 Shares 207,258 Est. Cost $33.08 Unrealized +148.4%
CVX CHEVRON CORPORATION 2.2%
Value ($000) $19,853 Shares 161,170 Est. Cost $67.59 Unrealized +29.4%
ACN ACCENTURE PLC 2.1%
Value ($000) $19,683 Shares 111,822 Est. Cost $65.51 Unrealized +117.0%
COP CONOCOPHILLIPS 2.1%
Value ($000) $19,517 Shares 292,430 Est. Cost $39.65 Unrealized +33.6%
WMT WALMART INC 2.1%
Value ($000) $19,288 Shares 197,767 Est. Cost $20.00 Unrealized +46.2%
HON HONEYWELL INTERNATIONAL INC 2.1%
Value ($000) $19,072 Shares 120,013 Est. Cost $56.45 Unrealized +114.6%
AMGN AMGEN INC 2.0%
Value ($000) $18,566 Shares 97,725 Est. Cost $117.08 Unrealized +32.1%
SPIRIT AEROSYSTEMS HLDGS INC 2.0%
Value ($000) $18,378 Shares 200,789 Est. Cost $57.92 Unrealized
ORCL ORACLE CORPORATION 2.0%
Value ($000) $18,250 Shares 339,788 Est. Cost $29.44 Unrealized +56.5%
ELV ANTHEM INC 2.0%
Value ($000) $18,217 Shares 63,479 Est. Cost $118.58 Unrealized +122.4%
TMUS T-MOBILE US INC 2.0%
Value ($000) $18,030 Shares 260,920 Est. Cost $60.41 Unrealized +11.9%
ROST ROSS STORES INC 2.0%
Value ($000) $18,015 Shares 193,498 Est. Cost $38.02 Unrealized +125.4%
PGR PROGRESSIVE CORP 1.9%
Value ($000) $17,767 Shares 246,450 Est. Cost $55.48 Unrealized 0.0%
XOM EXXON MOBIL CORPORATION 1.9%
Value ($000) $17,552 Shares 217,221 Est. Cost $54.55 Unrealized +1.6%
CE CELANESE CORP 1.9%
Value ($000) $17,536 Shares 177,828 Est. Cost $85.54 Unrealized +0.8%
EVRG EVERGY INC 1.9%
Value ($000) $17,441 Shares 300,449 Est. Cost $40.08 Unrealized +9.0%
WTW WILLIS TOWERS WATSON PUBLIC LI 1.9%
Value ($000) $17,213 Shares 97,997 Est. Cost $135.75 Unrealized +11.3%
MCHP MICROCHIP TECHNOLOGY INC 1.9%
Value ($000) $17,143 Shares 206,641 Est. Cost $18.26 Unrealized +99.5%
WORLDPAY INC 1.8%
Value ($000) $16,845 Shares 148,414 Est. Cost $82.23 Unrealized
MSFT MICROSOFT CORPORATION 1.8%
Value ($000) $16,543 Shares 140,261 Est. Cost $31.75 Unrealized +222.2%
AIZ ASSURANT INC 1.8%
Value ($000) $16,519 Shares 174,048 Est. Cost $85.31 Unrealized 0.0%
RGA REINSURANCE GROUP OF AMERICA I 1.8%
Value ($000) $16,299 Shares 114,795 Est. Cost $67.36 Unrealized +113.7%
PNC P N C FINANCIAL CORP 1.7%
Value ($000) $15,927 Shares 129,841 Est. Cost $59.20 Unrealized +63.5%
ST SENSATA TECHNOLOGIES HOLDINGS 1.7%
Value ($000) $15,685 Shares 348,392 Est. Cost $46.19 Unrealized +2.7%
LABORATORY CORP OF AMERICA HOL 1.7%
Value ($000) $15,592 Shares 101,920 Est. Cost $105.61 Unrealized
STWD STARWOOD PROPERTY TRUST INC 1.7%
Value ($000) $15,590 Shares 697,547 Est. Cost $22.43 Unrealized
SSNC SS&C TECHNOLOGIES HOLDINGS INC 1.6%
Value ($000) $14,771 Shares 231,918 Est. Cost $55.62 Unrealized 0.0%
PFE PFIZER INC 1.6%
Value ($000) $14,695 Shares 346,001 Est. Cost $27.16 Unrealized +7.6%
APTIV PLC 1.6%
Value ($000) $14,621 Shares 183,939 Est. Cost $84.67 Unrealized
CI CIGNA CORPORATION 1.6%
Value ($000) $14,349 Shares 89,227 Est. Cost $190.51 Unrealized -12.3%
WFC WELLS FARGO & CO 1.6%
Value ($000) $14,317 Shares 296,308 Est. Cost $30.76 Unrealized +32.5%
COR AMERISOURCEBERGEN CORP 1.5%
Value ($000) $13,460 Shares 169,262 Est. Cost $46.08 Unrealized +36.6%
INGR INGREDION INC 1.3%
Value ($000) $12,009 Shares 126,825 Est. Cost $86.62 Unrealized +9.1%
LKQ LKQ CORP 1.2%
Value ($000) $11,109 Shares 391,462 Est. Cost $27.65 Unrealized -12.6%
CVS CVS HEALTH CORPORATION 1.2%
Value ($000) $10,732 Shares 198,995 Est. Cost $49.50 Unrealized -0.1%
CRI CARTER INC 1.1%
Value ($000) $9,852 Shares 97,750 Est. Cost $77.71 Unrealized -7.4%
SPY SPDR S&P 500 ETF 0.9%
Value ($000) $7,999 Shares 28,314 Est. Cost $249.47 Unrealized
INTC INTEL CORPORATION 0.5%
Value ($000) $4,622 Shares 86,070 Est. Cost $27.03 Unrealized +62.2%
JPM MORGAN, J P CHASE & CO 0.5%
Value ($000) $4,607 Shares 45,503 Est. Cost $58.99 Unrealized +44.7%
PG PROCTER & GAMBLE COMPANY 0.5%
Value ($000) $4,425 Shares 42,519 Est. Cost $65.66 Unrealized +25.0%
IJH ISHARES CORE S&P MID-CAP ETF 0.4%
Value ($000) $3,636 Shares 19,200 Est. Cost $186.49 Unrealized
MRK MERCK & COMPANY 0.4%
Value ($000) $3,539 Shares 42,543 Est. Cost $40.07 Unrealized +50.5%
PEP PEPSICO INC 0.4%
Value ($000) $3,535 Shares 28,846 Est. Cost $77.96 Unrealized +18.6%
IWF ISHARES RUSSELL 1000 GROWTH FU 0.4%
Value ($000) $3,325 Shares 21,969 Est. Cost $91.46 Unrealized
TRV TRAVELERS COMPANIES INC 0.4%
Value ($000) $3,260 Shares 23,769 Est. Cost $112.23 Unrealized -1.7%
HD HOME DEPOT INC 0.3%
Value ($000) $3,124 Shares 16,282 Est. Cost $117.89 Unrealized +31.2%
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $2,995 Shares 30,135 Est. Cost $94.33 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROU 0.3%
Value ($000) $2,899 Shares 48,807 Est. Cost $30.78 Unrealized +43.9%
ABBV ABBVIE INC 0.3%
Value ($000) $2,743 Shares 34,037 Est. Cost $42.02 Unrealized +45.2%
T A T & T INC 0.3%
Value ($000) $2,690 Shares 85,769 Est. Cost $13.63 Unrealized +3.9%
HPQ HP INC 0.3%
Value ($000) $2,667 Shares 137,254 Est. Cost $15.22 Unrealized +9.8%
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $2,645 Shares 38,625 Est. Cost $45.17 Unrealized +24.0%
IBM INTERNATIONAL BUSINESS MACHINE 0.3%
Value ($000) $2,469 Shares 17,504 Est. Cost $97.69 Unrealized -3.1%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $2,438 Shares 38,531 Est. Cost $64.77 Unrealized
CMCSA COMCAST CORPORATION 0.3%
Value ($000) $2,401 Shares 60,057 Est. Cost $30.58 Unrealized +3.1%
VLY VALLEY NATIONAL BANCORP 0.3%
Value ($000) $2,394 Shares 249,915 Est. Cost $9.70 Unrealized +5.0%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $2,287 Shares 26,961 Est. Cost $62.40 Unrealized 0.0%
LLY LILLY, ELI AND COMPANY 0.2%
Value ($000) $2,252 Shares 17,357 Est. Cost $54.95 Unrealized +101.9%
MMM 3 M COMPANY 0.2%
Value ($000) $2,226 Shares 10,713 Est. Cost $113.88 Unrealized +15.1%
LYB LYONDELLBASELL INDUSTRIES N V 0.2%
Value ($000) $2,223 Shares 26,447 Est. Cost $52.05 Unrealized +6.6%
GOOGL ALPHABET CLASS A 0.2%
Value ($000) $2,193 Shares 1,863 Est. Cost $52.92 Unrealized +5.9%
D DOMINION RESOURCES INC VA 0.2%
Value ($000) $2,160 Shares 28,177 Est. Cost $52.26 Unrealized +3.1%
VGT VANGUARD INFORMATION TECHNOLOG 0.2%
Value ($000) $2,156 Shares 10,744 Est. Cost $186.29 Unrealized
DUK DUKE ENERGY CORP 0.2%
Value ($000) $2,102 Shares 23,360 Est. Cost $57.55 Unrealized +16.3%
IWM ISHARES RUSSELL 2000 INDEX 0.2%
Value ($000) $2,067 Shares 13,502 Est. Cost $138.81 Unrealized
GM GENERAL MOTORS CORP 0.2%
Value ($000) $2,038 Shares 54,914 Est. Cost $26.50 Unrealized +31.4%
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $2,035 Shares 22,630 Est. Cost $75.54 Unrealized 0.0%
AEP AMERICAN ELECTRIC POWER CO 0.2%
Value ($000) $2,026 Shares 24,195 Est. Cost $45.94 Unrealized +35.9%
SON SONOCO PRODUCTS CO 0.2%
Value ($000) $1,937 Shares 31,477 Est. Cost $28.89 Unrealized +56.4%
LMT LOCKHEED MARTIN CORPORATION 0.2%
Value ($000) $1,917 Shares 6,388 Est. Cost $128.59 Unrealized +89.4%
SABR SABRE CORPORATION 0.2%
Value ($000) $1,895 Shares 88,584 Est. Cost $19.73 Unrealized +12.5%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,884 Shares 28,970 Est. Cost $58.56 Unrealized -13.2%
CMI CUMMINS ENGINE INC 0.2%
Value ($000) $1,884 Shares 11,935 Est. Cost $122.70 Unrealized +2.5%
NNN NATIONAL RETAIL PROPERTIES INC 0.2%
Value ($000) $1,870 Shares 33,765 Est. Cost $38.10 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $1,854 Shares 20,172 Est. Cost $54.80 Unrealized +19.5%
APACHE CORPORATION 0.2%
Value ($000) $1,838 Shares 53,021 Est. Cost $36.19 Unrealized
MAA MID-AMERICA APT COMMUNITIES IN 0.2%
Value ($000) $1,827 Shares 16,710 Est. Cost $59.49 Unrealized +37.0%
FHN FIRST HORIZON NATL CORP 0.2%
Value ($000) $1,803 Shares 128,965 Est. Cost $11.33 Unrealized 0.0%
VWO VANGUARD MSCI EMERGING MARKETS 0.2%
Value ($000) $1,802 Shares 42,400 Est. Cost $42.50 Unrealized
B B & T CORPORATION 0.2%
Value ($000) $1,791 Shares 38,503 Est. Cost $45.11 Unrealized
KSS KOHLS CORPORATION 0.2%
Value ($000) $1,786 Shares 25,969 Est. Cost $69.34 Unrealized -2.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $1,775 Shares 29,207 Est. Cost $60.77 Unrealized
DIS DISNEY, WALT COMPANY 0.2%
Value ($000) $1,756 Shares 15,815 Est. Cost $100.47 Unrealized +7.4%
ALERIAN MLP ETF 0.2%
Value ($000) $1,723 Shares 171,709 Est. Cost $9.82 Unrealized
MAXIM INTEGRATED PRODUCTS INC 0.2%
Value ($000) $1,706 Shares 32,083 Est. Cost $45.42 Unrealized
CFR CULLEN FROST BANKERS INC 0.2%
Value ($000) $1,618 Shares 16,669 Est. Cost $52.04 Unrealized +54.7%
MET METLIFE INC 0.2%
Value ($000) $1,614 Shares 37,913 Est. Cost $31.43 Unrealized +11.5%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,572 Shares 14,072 Est. Cost $77.81 Unrealized +4.1%
TROW PRICE, T ROWE GROUP INC 0.2%
Value ($000) $1,530 Shares 15,284 Est. Cost $52.70 Unrealized +38.9%
VOT VANGUARD MID-CAP GROWTH ETF 0.2%
Value ($000) $1,528 Shares 10,701 Est. Cost $142.79 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.2%
Value ($000) $1,401 Shares 16,120 Est. Cost $86.91 Unrealized
SWK STANLEY BLACK AND DECKER INC 0.1%
Value ($000) $1,262 Shares 9,265 Est. Cost $97.05 Unrealized +9.9%
ZTS ZOETIS INC 0.1%
Value ($000) $1,171 Shares 11,635 Est. Cost $85.00 Unrealized +1.1%
VGK VANGUARD EUROPEAN STOCK ETF 0.1%
Value ($000) $1,161 Shares 21,659 Est. Cost $49.20 Unrealized
FISV FISERV INC 0.1%
Value ($000) $1,112 Shares 12,598 Est. Cost $80.55 Unrealized +2.4%
DHR DANAHER CORPORATION 0.1%
Value ($000) $1,097 Shares 8,307 Est. Cost $96.24 Unrealized +3.3%
ACWX ISHARES MSCI ACWI EX US INDEX 0.1%
Value ($000) $1,074 Shares 23,212 Est. Cost $44.26 Unrealized
AMZN AMAZON INC 0.1%
Value ($000) $1,067 Shares 599 Est. Cost $57.38 Unrealized +45.0%
DOWDUPONT INC 0.1%
Value ($000) $1,049 Shares 19,676 Est. Cost $61.35 Unrealized
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $1,033 Shares 37,435 Est. Cost $23.95 Unrealized -0.2%
MTUM ISHARES EDGE MSCI USA MOMENTUM 0.1%
Value ($000) $1,021 Shares 9,098 Est. Cost $112.22 Unrealized
EPI WISDOMTREE TRUST INDIA EARNING 0.1%
Value ($000) $1,013 Shares 38,484 Est. Cost $26.32 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.1%
Value ($000) $989 Shares 13,364 Est. Cost $56.72 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.1%
Value ($000) $973 Shares 17,783 Est. Cost $54.72 Unrealized
IYR ISHARES DOW JONES U S REAL EST 0.1%
Value ($000) $959 Shares 11,020 Est. Cost $74.94 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $934 Shares 24,747 Est. Cost $33.58 Unrealized +2.1%
EEM ISHARES MSCI EMERGING MARKETS 0.1%
Value ($000) $932 Shares 21,701 Est. Cost $39.35 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $929 Shares 14,401 Est. Cost $64.51 Unrealized
CELGENE CORP 0.1%
Value ($000) $918 Shares 9,729 Est. Cost $94.36 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $874 Shares 4,951 Est. Cost $146.51 Unrealized +3.0%
META FACEBOOK INC 0.1%
Value ($000) $872 Shares 5,229 Est. Cost $152.24 Unrealized +3.7%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $838 Shares 8,068 Est. Cost $83.10 Unrealized +13.7%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $820 Shares 7,486 Est. Cost $88.06 Unrealized 0.0%
MA MASTERCARD INC 0.1%
Value ($000) $806 Shares 3,424 Est. Cost $199.85 Unrealized +3.7%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $800 Shares 3,237 Est. Cost $151.86 Unrealized +49.9%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $756 Shares 2,763 Est. Cost $238.84 Unrealized +2.3%
XLY CONSUMER DISC SELECT SECTOR SP 0.1%
Value ($000) $754 Shares 6,627 Est. Cost $100.18 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $750 Shares 6,007 Est. Cost $80.08 Unrealized 0.0%
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $734 Shares 7,996 Est. Cost $83.73 Unrealized
TGT TARGET CORPORATION 0.1%
Value ($000) $726 Shares 9,046 Est. Cost $60.69 Unrealized 0.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $725 Shares 14,528 Est. Cost $36.56 Unrealized +6.0%
ROP ROPER INDS INC 0.1%
Value ($000) $723 Shares 2,113 Est. Cost $291.56 Unrealized 0.0%
DELPHI TECHNOLOGIES PLC 0.1%
Value ($000) $717 Shares 37,203 Est. Cost $52.48 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $698 Shares 5,412 Est. Cost $112.41 Unrealized
TSN TYSON FOODS INC 0.1%
Value ($000) $698 Shares 10,054 Est. Cost $50.94 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $668 Shares 5,499 Est. Cost $90.64 Unrealized 0.0%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $654 Shares 8,041 Est. Cost $58.95 Unrealized +8.7%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $645 Shares 7,296 Est. Cost $57.29 Unrealized -2.1%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $633 Shares 3,613 Est. Cost $150.53 Unrealized 0.0%
ALL ALLSTATE CORPORATION 0.1%
Value ($000) $625 Shares 6,640 Est. Cost $76.47 Unrealized +0.6%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $606 Shares 7,526 Est. Cost $61.10 Unrealized +8.8%
GLD SPDR GOLD SHARES ETF 0.1%
Value ($000) $605 Shares 4,964 Est. Cost $121.27 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $598 Shares 4,670 Est. Cost $109.61 Unrealized -0.2%
UNM UNUM GROUP 0.1%
Value ($000) $591 Shares 17,452 Est. Cost $34.81 Unrealized 0.0%
FDX FEDEX CORPORATION 0.1%
Value ($000) $584 Shares 3,220 Est. Cost $178.86 Unrealized -12.9%
GOOG ALPHABET CLASS C 0.1%
Value ($000) $573 Shares 488 Est. Cost $50.27 Unrealized +10.8%
STERICYCLE INC 0.1%
Value ($000) $572 Shares 10,501 Est. Cost $54.47 Unrealized
USB U S BANCORP 0.1%
Value ($000) $566 Shares 11,740 Est. Cost $31.94 Unrealized +17.7%
MCK MC KESSON CORPORATION 0.1%
Value ($000) $566 Shares 4,836 Est. Cost $117.27 Unrealized 0.0%
HST HOST MARRIOTT CORP 0.1%
Value ($000) $557 Shares 29,497 Est. Cost $14.30 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $556 Shares 5,349 Est. Cost $80.18 Unrealized +8.5%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $536 Shares 6,704 Est. Cost $63.99 Unrealized +3.3%
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $530 Shares 9,450 Est. Cost $59.56 Unrealized 0.0%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $524 Shares 6,415 Est. Cost $74.94 Unrealized -3.6%
RAYTHEON CO 0.1%
Value ($000) $510 Shares 2,802 Est. Cost $166.76 Unrealized
ALLERGAN PLC 0.1%
Value ($000) $508 Shares 3,472 Est. Cost $138.72 Unrealized
DEO DIAGEO PLC ADR 0.1%
Value ($000) $501 Shares 3,066 Est. Cost $163.41 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR E 0.1%
Value ($000) $498 Shares 19,383 Est. Cost $23.97 Unrealized
CATENARY ALT PARTNERS PVT LIMI 0.1%
Value ($000) $464 Shares 464,382 Est. Cost $1.00 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $461 Shares 11,725 Est. Cost $33.46 Unrealized -4.6%
EOG E O G RESOURCES INC 0.1%
Value ($000) $460 Shares 4,835 Est. Cost $77.06 Unrealized -6.7%
IVW ISHARES S&P 500 GROWTH INDEX F 0.0%
Value ($000) $452 Shares 2,621 Est. Cost $172.45 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $429 Shares 2,391 Est. Cost $3.85 Unrealized 0.0%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $424 Shares 1,490 Est. Cost $257.15 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD E 0.0%
Value ($000) $411 Shares 4,801 Est. Cost $78.00 Unrealized
THE BLACKSTONE GROUP 0.0%
Value ($000) $393 Shares 11,225 Est. Cost $29.19 Unrealized
RH RH INC 0.0%
Value ($000) $379 Shares 3,683 Est. Cost $120.19 Unrealized +13.3%
FMC F M C CORP 0.0%
Value ($000) $372 Shares 4,851 Est. Cost $57.42 Unrealized +5.2%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $365 Shares 3,263 Est. Cost $99.83 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $363 Shares 13,642 Est. Cost $26.61 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $346 Shares 17,917 Est. Cost $21.34 Unrealized +3.8%
CF CF INDS HLDGS INC 0.0%
Value ($000) $346 Shares 8,472 Est. Cost $35.76 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $345 Shares 3,530 Est. Cost $16.35 Unrealized 0.0%
KO COCA-COLA COMPANY 0.0%
Value ($000) $344 Shares 7,344 Est. Cost $37.78 Unrealized 0.0%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $342 Shares 6,780 Est. Cost $39.65 Unrealized +6.8%
IJJ ISHARES S&P MIDCAP 400 VALUE I 0.0%
Value ($000) $338 Shares 2,154 Est. Cost $156.92 Unrealized
KLAC KLA-TENCOR CORPORATION 0.0%
Value ($000) $328 Shares 2,743 Est. Cost $98.08 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $324 Shares 2,034 Est. Cost $125.45 Unrealized 0.0%
MCD MC DONALD'S CORPORATION 0.0%
Value ($000) $320 Shares 1,686 Est. Cost $150.10 Unrealized +3.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $319 Shares 5,596 Est. Cost $50.85 Unrealized -10.1%
SFTBY SOFTBANK CORP 0.0%
Value ($000) $298 Shares 6,121 Est. Cost $48.68 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $285 Shares 4,856 Est. Cost $24.16 Unrealized 0.0%
WMB WILLIAMS COMPANIES INC 0.0%
Value ($000) $284 Shares 9,873 Est. Cost $19.23 Unrealized -5.1%
LUV SOUTHWEST AIRLINES COMPANY 0.0%
Value ($000) $283 Shares 5,455 Est. Cost $48.28 Unrealized 0.0%
COST COSTCO WHOLESALE CORPORATION 0.0%
Value ($000) $282 Shares 1,165 Est. Cost $202.84 Unrealized -2.2%
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $281 Shares 5,641 Est. Cost $37.16 Unrealized 0.0%
FOXA TWENTY-FIRST CENTURY FOX INC C 0.0%
Value ($000) $278 Shares 7,579 Est. Cost $35.41 Unrealized 0.0%
IVE ISHARES S&P 500 VALUE INDEX 0.0%
Value ($000) $277 Shares 2,458 Est. Cost $112.69 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $268 Shares 9,225 Est. Cost $26.98 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $260 Shares 3,467 Est. Cost $73.61 Unrealized
KMB KIMBERLY CLARK CORPORATION 0.0%
Value ($000) $254 Shares 2,050 Est. Cost $91.30 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $238 Shares 1,519 Est. Cost $156.68 Unrealized
DVY ISHARES DOW JONES SELECT DIVID 0.0%
Value ($000) $225 Shares 2,288 Est. Cost $98.34 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $225 Shares 1,121 Est. Cost $208.87 Unrealized -3.4%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $222 Shares 2,035 Est. Cost $95.83 Unrealized 0.0%
DVN DEVON ENERGY CORPORATION 0.0%
Value ($000) $216 Shares 6,843 Est. Cost $28.05 Unrealized -28.6%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $210 Shares 1,087 Est. Cost $38.59 Unrealized 0.0%
MARATHON OIL CORPORATION 0.0%
Value ($000) $206 Shares 12,320 Est. Cost $16.97 Unrealized
IJT ISHARES S&P SMALL CAP 600 GROW 0.0%
Value ($000) $204 Shares 1,144 Est. Cost $178.32 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $202 Shares 1,000 Est. Cost $45.33 Unrealized 0.0%
GTX GARRETT MOTION INC 0.0%
Value ($000) $159 Shares 10,763 Est. Cost $13.59 Unrealized +10.9%
GENERAL ELECTRIC CO 0.0%
Value ($000) $128 Shares 12,855 Est. Cost $8.04 Unrealized
IMMP IMMUTEP LTD SPONSORED ADR 0.0%
Value ($000) $22 Shares 10,000 Est. Cost $1.60 Unrealized