VALLEY WEALTH MANAGERS, INC. Diversified Active

CIK: 0000924166 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 8, 2019

Total Value ($000): $942,093 (100.0% shares, 0.0% debt)

Holdings (192)

AAPL APPLE INC 2.8%
Value ($000) $26,156 Shares 132,154 Est. Cost $26.50 Unrealized +75.9%
CSCO CISCO SYSTEMS INC 2.6%
Value ($000) $24,034 Shares 439,134 Est. Cost $16.78 Unrealized +169.3%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $22,287 Shares 160,014 Est. Cost $68.94 Unrealized +66.5%
WMT WALMART INC 2.3%
Value ($000) $21,298 Shares 192,757 Est. Cost $20.00 Unrealized +56.5%
CDW CDW CORPORATION 2.2%
Value ($000) $20,854 Shares 187,876 Est. Cost $33.08 Unrealized +192.9%
CVX CHEVRON CORPORATION 2.2%
Value ($000) $20,747 Shares 166,723 Est. Cost $68.34 Unrealized +32.0%
VZ VERIZON COMMUNICATIONS 2.2%
Value ($000) $20,541 Shares 359,552 Est. Cost $28.96 Unrealized +38.2%
HON HONEYWELL INTERNATIONAL INC 2.2%
Value ($000) $20,541 Shares 117,651 Est. Cost $56.45 Unrealized +145.6%
MSFT MICROSOFT CORPORATION 2.1%
Value ($000) $20,130 Shares 150,272 Est. Cost $37.59 Unrealized +217.9%
PGR PROGRESSIVE CORP 2.1%
Value ($000) $19,937 Shares 249,435 Est. Cost $55.57 Unrealized +14.2%
ACN ACCENTURE PLC 2.1%
Value ($000) $19,854 Shares 107,452 Est. Cost $65.51 Unrealized +149.9%
AMGN AMGEN INC 2.1%
Value ($000) $19,727 Shares 107,052 Est. Cost $119.62 Unrealized +22.2%
AVGO BROADCOM INC 2.1%
Value ($000) $19,587 Shares 68,044 Est. Cost $18.38 Unrealized +32.6%
CE CELANESE CORP 2.1%
Value ($000) $19,516 Shares 181,043 Est. Cost $85.64 Unrealized +6.7%
UNP UNION PACIFIC CORP 2.0%
Value ($000) $19,279 Shares 114,003 Est. Cost $70.10 Unrealized +110.8%
WTW WILLIS TOWERS WATSON PUBLIC LI 2.0%
Value ($000) $19,086 Shares 99,647 Est. Cost $136.24 Unrealized +21.5%
ORCL ORACLE CORPORATION 2.0%
Value ($000) $18,967 Shares 332,939 Est. Cost $29.44 Unrealized +67.0%
ROST ROSS STORES INC 2.0%
Value ($000) $18,957 Shares 191,255 Est. Cost $38.02 Unrealized +140.1%
ELV ANTHEM INC 2.0%
Value ($000) $18,772 Shares 66,517 Est. Cost $124.57 Unrealized +100.5%
AIZ ASSURANT INC 2.0%
Value ($000) $18,691 Shares 175,703 Est. Cost $85.31 Unrealized +2.7%
TMUS T-MOBILE US INC 2.0%
Value ($000) $18,524 Shares 249,851 Est. Cost $60.41 Unrealized +18.8%
COP CONOCOPHILLIPS 1.9%
Value ($000) $18,351 Shares 300,839 Est. Cost $39.92 Unrealized +23.3%
PNC P N C FINANCIAL CORP 1.9%
Value ($000) $18,342 Shares 133,606 Est. Cost $60.47 Unrealized +72.2%
XOM EXXON MOBIL CORPORATION 1.9%
Value ($000) $18,226 Shares 237,850 Est. Cost $54.75 Unrealized +3.9%
LABORATORY CORP OF AMERICA HOL 1.9%
Value ($000) $18,042 Shares 104,348 Est. Cost $107.18 Unrealized
RGA REINSURANCE GROUP OF AMERICA I 1.9%
Value ($000) $18,037 Shares 115,599 Est. Cost $67.36 Unrealized +122.2%
MCHP MICROCHIP TECHNOLOGY INC 1.9%
Value ($000) $17,781 Shares 205,087 Est. Cost $18.26 Unrealized +114.7%
ST SENSATA TECHNOLOGIES HOLDINGS 1.8%
Value ($000) $17,157 Shares 350,137 Est. Cost $46.19 Unrealized +3.1%
SPIRIT AEROSYSTEMS HLDGS INC 1.8%
Value ($000) $16,601 Shares 204,025 Est. Cost $58.29 Unrealized
STWD STARWOOD PROPERTY TRUST INC 1.7%
Value ($000) $16,120 Shares 709,513 Est. Cost $22.43 Unrealized
PFE PFIZER INC 1.7%
Value ($000) $15,894 Shares 366,897 Est. Cost $27.28 Unrealized +7.1%
APTIV PLC 1.7%
Value ($000) $15,588 Shares 192,855 Est. Cost $84.49 Unrealized
COR AMERISOURCEBERGEN CORP 1.6%
Value ($000) $14,802 Shares 173,611 Est. Cost $46.51 Unrealized +35.8%
SSNC SS&C TECHNOLOGIES HOLDINGS INC 1.5%
Value ($000) $14,264 Shares 247,595 Est. Cost $55.91 Unrealized +7.8%
WFC WELLS FARGO & CO 1.5%
Value ($000) $14,220 Shares 300,505 Est. Cost $30.88 Unrealized +26.6%
CI CIGNA CORPORATION 1.4%
Value ($000) $13,227 Shares 83,955 Est. Cost $190.51 Unrealized -24.8%
INGR INGREDION INC 1.3%
Value ($000) $11,908 Shares 144,354 Est. Cost $86.54 Unrealized -0.6%
CVS CVS HEALTH CORPORATION 1.3%
Value ($000) $11,841 Shares 217,297 Est. Cost $49.00 Unrealized -11.1%
META FACEBOOK INC 1.2%
Value ($000) $11,602 Shares 60,117 Est. Cost $178.90 Unrealized +1.4%
CRI CARTER INC 1.2%
Value ($000) $10,983 Shares 112,605 Est. Cost $77.88 Unrealized +1.4%
LKQ LKQ CORP 1.2%
Value ($000) $10,902 Shares 409,712 Est. Cost $27.54 Unrealized -8.7%
EVRG EVERGY INC 1.1%
Value ($000) $10,814 Shares 179,787 Est. Cost $40.08 Unrealized +13.0%
SPY SPDR S&P 500 ETF 0.9%
Value ($000) $8,213 Shares 28,031 Est. Cost $249.47 Unrealized
VST VISTRA ENERGY CORP 0.6%
Value ($000) $5,873 Shares 259,430 Est. Cost $21.56 Unrealized 0.0%
JPM J P MORGAN CHASE & CO 0.5%
Value ($000) $5,175 Shares 46,283 Est. Cost $59.54 Unrealized +54.5%
PG PROCTER & GAMBLE COMPANY 0.5%
Value ($000) $4,860 Shares 44,324 Est. Cost $66.67 Unrealized +35.7%
INTC INTEL CORPORATION 0.4%
Value ($000) $4,080 Shares 85,227 Est. Cost $27.03 Unrealized +59.5%
MRK MERCK & COMPANY 0.4%
Value ($000) $3,959 Shares 47,211 Est. Cost $42.25 Unrealized +47.0%
HD HOME DEPOT INC 0.4%
Value ($000) $3,857 Shares 18,542 Est. Cost $124.19 Unrealized +36.5%
PEP PEPSICO INC 0.4%
Value ($000) $3,661 Shares 27,914 Est. Cost $77.96 Unrealized +34.4%
SDY SPDR S&P DIVIDEND ETF 0.4%
Value ($000) $3,639 Shares 36,071 Est. Cost $95.41 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.4%
Value ($000) $3,439 Shares 17,705 Est. Cost $186.49 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH FU 0.4%
Value ($000) $3,429 Shares 21,794 Est. Cost $91.46 Unrealized
TRV TRAVELERS COMPANIES INC 0.4%
Value ($000) $3,342 Shares 22,354 Est. Cost $112.23 Unrealized +11.4%
T A T & T INC 0.3%
Value ($000) $3,179 Shares 94,853 Est. Cost $13.77 Unrealized +9.5%
PEG PUBLIC SERVICE ENTERPRISE GROU 0.3%
Value ($000) $3,055 Shares 51,935 Est. Cost $31.79 Unrealized +49.6%
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $3,025 Shares 45,330 Est. Cost $46.99 Unrealized +22.3%
IBM INTERNATIONAL BUSINESS MACHINE 0.3%
Value ($000) $2,981 Shares 21,620 Est. Cost $97.87 Unrealized +0.8%
ABBV ABBVIE INC 0.3%
Value ($000) $2,950 Shares 40,577 Est. Cost $44.82 Unrealized +32.5%
HPQ HP INC 0.3%
Value ($000) $2,923 Shares 140,596 Est. Cost $15.23 Unrealized +3.2%
LYB LYONDELLBASELL INDUSTRIES N V 0.3%
Value ($000) $2,699 Shares 31,332 Est. Cost $52.57 Unrealized +5.4%
VLY VALLEY NATIONAL BANCORP 0.3%
Value ($000) $2,687 Shares 249,333 Est. Cost $9.70 Unrealized +5.7%
GM GENERAL MOTORS CORP 0.3%
Value ($000) $2,538 Shares 65,867 Est. Cost $27.87 Unrealized +24.6%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $2,536 Shares 29,621 Est. Cost $62.45 Unrealized +0.9%
CMCSA COMCAST CORPORATION 0.3%
Value ($000) $2,475 Shares 58,533 Est. Cost $30.58 Unrealized +16.2%
D DOMINION RESOURCES INC VA 0.3%
Value ($000) $2,444 Shares 31,605 Est. Cost $52.75 Unrealized +7.8%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $2,442 Shares 44,668 Est. Cost $63.38 Unrealized
LMT LOCKHEED MARTIN CORPORATION 0.2%
Value ($000) $2,350 Shares 6,465 Est. Cost $130.39 Unrealized +114.6%
SABR SABRE CORPORATION 0.2%
Value ($000) $2,346 Shares 105,654 Est. Cost $20.00 Unrealized +7.2%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $2,317 Shares 34,300 Est. Cost $57.35 Unrealized -11.4%
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $2,298 Shares 22,580 Est. Cost $75.54 Unrealized +11.6%
NNN NATIONAL RETAIL PROPERTIES INC 0.2%
Value ($000) $2,255 Shares 42,535 Est. Cost $41.18 Unrealized
FHN FIRST HORIZON NATL CORP 0.2%
Value ($000) $2,250 Shares 150,685 Est. Cost $11.31 Unrealized -1.0%
MCD MC DONALD'S CORPORATION 0.2%
Value ($000) $2,238 Shares 10,776 Est. Cost $166.68 Unrealized +1.8%
CNP CENTERPOINT ENERGY INC 0.2%
Value ($000) $2,216 Shares 77,405 Est. Cost $24.68 Unrealized 0.0%
B B & T CORPORATION 0.2%
Value ($000) $2,168 Shares 44,133 Est. Cost $45.63 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $2,158 Shares 21,367 Est. Cost $55.74 Unrealized +28.3%
MET METLIFE INC 0.2%
Value ($000) $2,125 Shares 42,790 Est. Cost $32.13 Unrealized +17.0%
AEP AMERICAN ELECTRIC POWER CO 0.2%
Value ($000) $2,125 Shares 24,140 Est. Cost $45.94 Unrealized +48.5%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $2,124 Shares 20,560 Est. Cost $78.55 Unrealized +2.0%
CMI CUMMINS ENGINE INC 0.2%
Value ($000) $2,124 Shares 12,395 Est. Cost $123.28 Unrealized +12.1%
VGT VANGUARD INFORMATION TECHNOLOG 0.2%
Value ($000) $2,115 Shares 10,028 Est. Cost $186.29 Unrealized
IWM ISHARES RUSSELL 2000 INDEX ETF 0.2%
Value ($000) $2,085 Shares 13,410 Est. Cost $138.81 Unrealized
SON SONOCO PRODUCTS CO 0.2%
Value ($000) $2,063 Shares 31,572 Est. Cost $28.89 Unrealized +73.1%
DIS DISNEY, WALT COMPANY 0.2%
Value ($000) $2,062 Shares 14,763 Est. Cost $100.47 Unrealized +27.4%
KSS KOHLS CORPORATION 0.2%
Value ($000) $2,018 Shares 42,445 Est. Cost $65.84 Unrealized -8.4%
MAXIM INTEGRATED PRODUCTS INC 0.2%
Value ($000) $2,011 Shares 33,623 Est. Cost $46.07 Unrealized
MAA MID-AMERICA APT COMMUNITIES IN 0.2%
Value ($000) $2,007 Shares 17,045 Est. Cost $60.09 Unrealized +49.8%
APACHE CORPORATION 0.2%
Value ($000) $1,976 Shares 68,226 Est. Cost $34.58 Unrealized
CFR CULLEN FROST BANKERS INC 0.2%
Value ($000) $1,964 Shares 20,969 Est. Cost $57.73 Unrealized +38.2%
GOOGL ALPHABET CLASS A 0.2%
Value ($000) $1,919 Shares 1,772 Est. Cost $52.92 Unrealized +8.6%
TROW PRICE, T ROWE GROUP INC 0.2%
Value ($000) $1,907 Shares 17,379 Est. Cost $56.05 Unrealized +43.5%
VOT VANGUARD MID-CAP GROWTH ETF 0.2%
Value ($000) $1,817 Shares 12,172 Est. Cost $143.57 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $1,784 Shares 29,066 Est. Cost $60.77 Unrealized
VWO VANGUARD MSCI EMERGING MARKETS 0.2%
Value ($000) $1,783 Shares 41,929 Est. Cost $42.50 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $1,298 Shares 11,441 Est. Cost $85.00 Unrealized +16.8%
SWK STANLEY BLACK AND DECKER INC 0.1%
Value ($000) $1,232 Shares 8,518 Est. Cost $97.05 Unrealized +19.3%
AMZN AMAZON INC 0.1%
Value ($000) $1,222 Shares 645 Est. Cost $59.93 Unrealized +55.4%
VYM VANGUARD HIGH DIVIDEND YIELD E 0.1%
Value ($000) $1,208 Shares 13,826 Est. Cost $84.12 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX 0.1%
Value ($000) $1,076 Shares 23,012 Est. Cost $44.26 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENTUM 0.1%
Value ($000) $1,007 Shares 8,489 Est. Cost $112.22 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.1%
Value ($000) $962 Shares 11,005 Est. Cost $86.91 Unrealized
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $957 Shares 33,008 Est. Cost $23.95 Unrealized +2.3%
FISV FISERV INC 0.1%
Value ($000) $944 Shares 10,361 Est. Cost $80.55 Unrealized +8.8%
VGK VANGUARD EUROPEAN STOCK ETF 0.1%
Value ($000) $939 Shares 17,104 Est. Cost $49.20 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $910 Shares 13,186 Est. Cost $64.51 Unrealized
CELGENE CORP 0.1%
Value ($000) $900 Shares 9,734 Est. Cost $94.36 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $896 Shares 3,674 Est. Cost $159.43 Unrealized +35.2%
EWJ ISHARES MSCI JAPAN ETF 0.1%
Value ($000) $889 Shares 16,288 Est. Cost $54.72 Unrealized
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $881 Shares 7,703 Est. Cost $83.10 Unrealized +33.1%
EPI WISDOMTREE TRUST INDIA EARNING 0.1%
Value ($000) $831 Shares 31,884 Est. Cost $26.32 Unrealized
IWD ISHARES RUSSELL 1000 VALUE IND 0.1%
Value ($000) $817 Shares 6,425 Est. Cost $127.16 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $799 Shares 14,816 Est. Cost $36.71 Unrealized +20.1%
MA MASTERCARD INC 0.1%
Value ($000) $786 Shares 2,971 Est. Cost $199.85 Unrealized +20.8%
IYR ISHARES DOW JONES U S REAL EST 0.1%
Value ($000) $763 Shares 8,734 Est. Cost $74.94 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.1%
Value ($000) $762 Shares 9,764 Est. Cost $56.72 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $746 Shares 5,830 Est. Cost $80.08 Unrealized +7.1%
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $737 Shares 7,951 Est. Cost $83.73 Unrealized
DELPHI TECHNOLOGIES PLC 0.1%
Value ($000) $712 Shares 35,616 Est. Cost $52.48 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.1%
Value ($000) $711 Shares 16,571 Est. Cost $39.35 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $704 Shares 18,431 Est. Cost $33.58 Unrealized +11.2%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $690 Shares 8,281 Est. Cost $62.04 Unrealized +15.1%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $679 Shares 5,212 Est. Cost $112.41 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $673 Shares 8,216 Est. Cost $59.15 Unrealized +15.8%
XLY CONSUMER DISC SELECT SECTOR SP 0.1%
Value ($000) $670 Shares 5,617 Est. Cost $100.18 Unrealized
IVW ISHARES S&P 500 GROWTH INDEX F 0.1%
Value ($000) $623 Shares 3,479 Est. Cost $174.09 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $611 Shares 5,299 Est. Cost $80.18 Unrealized +21.3%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $597 Shares 3,031 Est. Cost $150.53 Unrealized +16.4%
IJJ ISHARES S&P MIDCAP 400 VALUE I 0.1%
Value ($000) $596 Shares 3,739 Est. Cost $157.97 Unrealized
TGT TARGET CORPORATION 0.1%
Value ($000) $592 Shares 6,842 Est. Cost $60.69 Unrealized +11.6%
USB U S BANCORP 0.1%
Value ($000) $589 Shares 11,240 Est. Cost $31.94 Unrealized +21.9%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $583 Shares 5,770 Est. Cost $88.06 Unrealized +6.1%
TSN TYSON FOODS INC 0.1%
Value ($000) $577 Shares 7,142 Est. Cost $50.94 Unrealized +25.1%
FDX FEDEX CORPORATION 0.1%
Value ($000) $557 Shares 3,395 Est. Cost $177.62 Unrealized -12.8%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $539 Shares 6,859 Est. Cost $57.29 Unrealized +1.7%
ALLERGAN PLC 0.1%
Value ($000) $532 Shares 3,179 Est. Cost $138.72 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR E 0.1%
Value ($000) $526 Shares 19,073 Est. Cost $23.97 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $522 Shares 1,771 Est. Cost $263.11 Unrealized
RAYTHEON CO 0.1%
Value ($000) $517 Shares 2,975 Est. Cost $167.17 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $512 Shares 13,050 Est. Cost $33.57 Unrealized +3.0%
KO COCA-COLA COMPANY 0.1%
Value ($000) $501 Shares 9,833 Est. Cost $38.32 Unrealized +4.2%
GOOG ALPHABET CLASS C 0.1%
Value ($000) $496 Shares 459 Est. Cost $50.27 Unrealized +13.9%
EOG E O G RESOURCES INC 0.1%
Value ($000) $490 Shares 5,260 Est. Cost $76.52 Unrealized -8.1%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $488 Shares 1,656 Est. Cost $277.72 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $484 Shares 5,757 Est. Cost $63.99 Unrealized +9.7%
CATENARY ALT PARTNERS PVT LIMI 0.1%
Value ($000) $480 Shares 479,879 Est. Cost $1.00 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $477 Shares 5,255 Est. Cost $74.94 Unrealized +6.5%
DHR DANAHER CORPORATION 0.1%
Value ($000) $476 Shares 3,330 Est. Cost $96.24 Unrealized +19.4%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $475 Shares 3,903 Est. Cost $90.64 Unrealized +9.2%
ROP ROPER INDS INC 0.1%
Value ($000) $475 Shares 1,298 Est. Cost $291.56 Unrealized +17.1%
ECL ECOLAB INC 0.0%
Value ($000) $441 Shares 2,232 Est. Cost $146.51 Unrealized +18.2%
IJT ISHARES S&P SMALL CAP 600 GROW 0.0%
Value ($000) $422 Shares 2,317 Est. Cost $180.25 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $407 Shares 2,806 Est. Cost $109.61 Unrealized +17.1%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $403 Shares 1,372 Est. Cost $238.84 Unrealized +13.3%
FMC F M C CORP 0.0%
Value ($000) $384 Shares 4,631 Est. Cost $57.42 Unrealized +13.1%
IJS ISHARES S&P SMALLCAP 600 VALUE 0.0%
Value ($000) $382 Shares 2,573 Est. Cost $148.46 Unrealized
DEO DIAGEO PLC ADR 0.0%
Value ($000) $381 Shares 2,209 Est. Cost $163.41 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $364 Shares 2,216 Est. Cost $3.85 Unrealized +6.9%
HST HOST MARRIOTT CORP 0.0%
Value ($000) $361 Shares 19,840 Est. Cost $14.30 Unrealized +3.2%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $352 Shares 2,134 Est. Cost $126.18 Unrealized +11.7%
CSX C S X CORP 0.0%
Value ($000) $350 Shares 4,525 Est. Cost $23.56 Unrealized 0.0%
COST COSTCO WHOLESALE CORPORATION 0.0%
Value ($000) $335 Shares 1,265 Est. Cost $204.72 Unrealized +10.7%
ALERIAN MLP ETF 0.0%
Value ($000) $323 Shares 32,769 Est. Cost $9.82 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $317 Shares 9,452 Est. Cost $34.81 Unrealized -0.5%
WMB WILLIAMS COMPANIES INC 0.0%
Value ($000) $317 Shares 11,304 Est. Cost $19.23 Unrealized -0.2%
STERICYCLE INC 0.0%
Value ($000) $306 Shares 6,411 Est. Cost $54.47 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $302 Shares 6,848 Est. Cost $39.64 Unrealized -2.1%
SO SOUTHERN CO 0.0%
Value ($000) $294 Shares 5,325 Est. Cost $41.35 Unrealized 0.0%
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $292 Shares 10,125 Est. Cost $27.14 Unrealized
IVE ISHARES S&P 500 VALUE INDEX 0.0%
Value ($000) $286 Shares 2,458 Est. Cost $112.69 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $280 Shares 12,617 Est. Cost $26.61 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $271 Shares 2,198 Est. Cost $96.69 Unrealized +11.2%
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $269 Shares 5,405 Est. Cost $37.16 Unrealized +4.1%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $268 Shares 3,467 Est. Cost $73.61 Unrealized
LUV SOUTHWEST AIRLINES COMPANY 0.0%
Value ($000) $254 Shares 4,995 Est. Cost $48.28 Unrealized -1.5%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $250 Shares 3,912 Est. Cost $59.56 Unrealized +0.2%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $248 Shares 2,280 Est. Cost $16.35 Unrealized +14.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $243 Shares 904 Est. Cost $268.81 Unrealized
KLAC KLA-TENCOR CORPORATION 0.0%
Value ($000) $240 Shares 2,030 Est. Cost $98.08 Unrealized +8.2%
CTAS CINTAS CORP 0.0%
Value ($000) $237 Shares 1,000 Est. Cost $45.33 Unrealized +14.3%
THE BLACKSTONE GROUP 0.0%
Value ($000) $228 Shares 5,125 Est. Cost $29.19 Unrealized
DVY ISHARES DOW JONES SELECT DIVID 0.0%
Value ($000) $228 Shares 2,288 Est. Cost $98.34 Unrealized
ALL ALLSTATE CORPORATION 0.0%
Value ($000) $223 Shares 2,193 Est. Cost $76.47 Unrealized +9.2%
BRK/B BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $220 Shares 1,035 Est. Cost $208.87 Unrealized -0.9%
LLY LILLY, ELI AND COMPANY 0.0%
Value ($000) $213 Shares 1,920 Est. Cost $54.95 Unrealized +96.5%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $210 Shares 3,200 Est. Cost $65.63 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $210 Shares 4,137 Est. Cost $24.16 Unrealized +18.4%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $209 Shares 1,021 Est. Cost $38.59 Unrealized +8.3%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $207 Shares 1,269 Est. Cost $156.68 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $204 Shares 2,680 Est. Cost $50.85 Unrealized +23.3%
KMB KIMBERLY CLARK CORPORATION 0.0%
Value ($000) $202 Shares 1,521 Est. Cost $91.30 Unrealized +11.9%
MARATHON OIL CORPORATION 0.0%
Value ($000) $191 Shares 13,420 Est. Cost $16.74 Unrealized