VALLEY WEALTH MANAGERS, INC. Diversified Active

CIK: 0000924166 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 1, 2019

Total Value ($000): $941,753 (100.0% shares, 0.0% debt)

Holdings (189)

AAPL APPLE INC 3.1%
Value ($000) $29,258 Shares 130,631 Est. Cost $26.50 Unrealized +89.5%
CSCO CISCO SYSTEMS INC 2.4%
Value ($000) $22,586 Shares 457,118 Est. Cost $17.80 Unrealized +140.4%
AMGN AMGEN INC 2.3%
Value ($000) $21,691 Shares 112,092 Est. Cost $121.34 Unrealized +30.2%
VZ VERIZON COMMUNICATIONS 2.3%
Value ($000) $21,343 Shares 353,602 Est. Cost $28.96 Unrealized +39.7%
WMT WALMART INC 2.2%
Value ($000) $20,823 Shares 175,457 Est. Cost $20.00 Unrealized +72.3%
CE CELANESE CORP 2.2%
Value ($000) $20,681 Shares 169,117 Est. Cost $85.64 Unrealized +16.8%
MSFT MICROSOFT CORPORATION 2.2%
Value ($000) $20,665 Shares 148,637 Est. Cost $37.59 Unrealized +245.6%
AIZ ASSURANT INC 2.1%
Value ($000) $20,137 Shares 160,048 Est. Cost $85.31 Unrealized +24.0%
CDW CDW CORPORATION 2.1%
Value ($000) $19,888 Shares 161,373 Est. Cost $33.08 Unrealized +221.0%
CVX CHEVRON CORPORATION 2.1%
Value ($000) $19,839 Shares 167,276 Est. Cost $68.34 Unrealized +33.9%
PFE PFIZER INC 2.1%
Value ($000) $19,823 Shares 551,725 Est. Cost $27.19 Unrealized -0.6%
ROST ROSS STORES INC 2.1%
Value ($000) $19,569 Shares 178,144 Est. Cost $38.02 Unrealized +160.5%
PGR PROGRESSIVE CORP 2.0%
Value ($000) $19,257 Shares 249,284 Est. Cost $55.57 Unrealized +16.3%
ACN ACCENTURE PLC 2.0%
Value ($000) $19,216 Shares 99,899 Est. Cost $65.51 Unrealized +169.5%
HON HONEYWELL INTERNATIONAL INC 2.0%
Value ($000) $18,841 Shares 111,349 Est. Cost $56.45 Unrealized +146.8%
MCHP MICROCHIP TECHNOLOGY INC 1.9%
Value ($000) $18,288 Shares 196,833 Est. Cost $18.26 Unrealized +120.1%
CMCSA COMCAST CORPORATION 1.9%
Value ($000) $18,175 Shares 403,179 Est. Cost $36.50 Unrealized +2.8%
WTW WILLIS TOWERS WATSON PUBLIC LI 1.9%
Value ($000) $18,161 Shares 94,112 Est. Cost $136.24 Unrealized +31.5%
PNC P N C FINANCIAL CORP 1.9%
Value ($000) $18,045 Shares 128,742 Est. Cost $60.47 Unrealized +78.0%
RGA REINSURANCE GROUP OF AMERICA I 1.9%
Value ($000) $18,035 Shares 112,805 Est. Cost $67.36 Unrealized +130.1%
TMUS T-MOBILE US INC 1.9%
Value ($000) $18,027 Shares 228,854 Est. Cost $60.41 Unrealized +25.3%
AVGO BROADCOM INC 1.9%
Value ($000) $17,843 Shares 64,631 Est. Cost $18.38 Unrealized +30.6%
OMC OMNICOM GROUP INC 1.9%
Value ($000) $17,686 Shares 225,873 Est. Cost $62.85 Unrealized 0.0%
ORCL ORACLE CORPORATION 1.9%
Value ($000) $17,645 Shares 320,636 Est. Cost $29.44 Unrealized +71.1%
LABORATORY CORP OF AMERICA HOL 1.9%
Value ($000) $17,586 Shares 104,681 Est. Cost $107.18 Unrealized
STWD STARWOOD PROPERTY TRUST INC 1.8%
Value ($000) $17,227 Shares 711,257 Est. Cost $22.43 Unrealized
COP CONOCOPHILLIPS 1.8%
Value ($000) $17,136 Shares 300,739 Est. Cost $39.92 Unrealized +13.5%
SPIRIT AEROSYSTEMS HLDGS INC 1.8%
Value ($000) $16,891 Shares 205,394 Est. Cost $58.29 Unrealized
APTIV PLC 1.7%
Value ($000) $16,218 Shares 185,515 Est. Cost $84.49 Unrealized
ELV ANTHEM INC 1.7%
Value ($000) $15,925 Shares 66,326 Est. Cost $124.57 Unrealized +101.7%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $15,888 Shares 122,801 Est. Cost $68.94 Unrealized +59.6%
XOM EXXON MOBIL CORPORATION 1.7%
Value ($000) $15,809 Shares 223,902 Est. Cost $54.75 Unrealized -1.8%
WFC WELLS FARGO & CO 1.6%
Value ($000) $15,490 Shares 307,082 Est. Cost $31.07 Unrealized +28.1%
VST VISTRA ENERGY CORP 1.6%
Value ($000) $15,479 Shares 579,090 Est. Cost $21.01 Unrealized -2.1%
COR AMERISOURCEBERGEN CORP 1.5%
Value ($000) $14,149 Shares 171,858 Est. Cost $46.51 Unrealized +50.6%
CVS CVS HEALTH CORPORATION 1.5%
Value ($000) $14,091 Shares 223,423 Est. Cost $48.99 Unrealized -1.3%
LKQ LKQ CORP 1.3%
Value ($000) $12,517 Shares 397,988 Est. Cost $27.54 Unrealized -10.8%
CI CIGNA CORPORATION 1.3%
Value ($000) $12,275 Shares 80,868 Est. Cost $190.51 Unrealized -21.9%
EVRG EVERGY INC 1.3%
Value ($000) $11,811 Shares 177,454 Est. Cost $40.08 Unrealized +23.1%
INGR INGREDION INC 1.2%
Value ($000) $11,683 Shares 142,929 Est. Cost $86.54 Unrealized -8.3%
SSNC SS&C TECHNOLOGIES HOLDINGS INC 1.2%
Value ($000) $11,468 Shares 222,385 Est. Cost $55.91 Unrealized -8.6%
META FACEBOOK INC 1.2%
Value ($000) $11,048 Shares 62,039 Est. Cost $179.21 Unrealized +5.3%
CRI CARTER INC 1.1%
Value ($000) $10,619 Shares 116,425 Est. Cost $77.77 Unrealized -4.4%
SPY SPDR S&P 500 ETF 0.9%
Value ($000) $8,774 Shares 29,565 Est. Cost $251.93 Unrealized
PG PROCTER & GAMBLE COMPANY 0.7%
Value ($000) $6,122 Shares 49,224 Est. Cost $70.09 Unrealized +44.1%
JPM J P MORGAN CHASE & CO 0.6%
Value ($000) $5,336 Shares 45,336 Est. Cost $59.54 Unrealized +59.7%
MRK MERCK & COMPANY 0.5%
Value ($000) $4,660 Shares 55,347 Est. Cost $45.67 Unrealized +43.4%
HD HOME DEPOT INC 0.4%
Value ($000) $3,808 Shares 16,412 Est. Cost $124.19 Unrealized +50.6%
SDY SPDR S&P DIVIDEND ETF 0.4%
Value ($000) $3,801 Shares 37,046 Est. Cost $95.60 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $3,775 Shares 27,533 Est. Cost $77.96 Unrealized +40.2%
T A T & T INC 0.4%
Value ($000) $3,569 Shares 94,319 Est. Cost $13.77 Unrealized +23.4%
D DOMINION RESOURCES INC VA 0.4%
Value ($000) $3,561 Shares 43,945 Est. Cost $54.34 Unrealized +7.5%
EMR EMERSON ELECTRIC CO 0.4%
Value ($000) $3,521 Shares 52,655 Est. Cost $48.01 Unrealized +13.2%
IWF ISHARES RUSSELL 1000 GROWTH FU 0.4%
Value ($000) $3,451 Shares 21,619 Est. Cost $91.46 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.4%
Value ($000) $3,318 Shares 17,173 Est. Cost $186.49 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROU 0.3%
Value ($000) $3,238 Shares 52,165 Est. Cost $31.79 Unrealized +51.1%
ABBV ABBVIE INC 0.3%
Value ($000) $3,184 Shares 42,052 Est. Cost $45.09 Unrealized +16.6%
TRV TRAVELERS COMPANIES INC 0.3%
Value ($000) $3,135 Shares 21,083 Est. Cost $112.23 Unrealized +15.4%
IBM INTERNATIONAL BUSINESS MACHINE 0.3%
Value ($000) $2,930 Shares 20,147 Est. Cost $97.87 Unrealized +4.7%
LYB LYONDELLBASELL INDUSTRIES N V 0.3%
Value ($000) $2,727 Shares 30,472 Est. Cost $52.57 Unrealized +2.1%
KR KROGER CO 0.3%
Value ($000) $2,643 Shares 102,510 Est. Cost $20.29 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $2,612 Shares 30,642 Est. Cost $62.45 Unrealized +0.0%
MPT MEDICAL PROPERTIES TRUST INC 0.3%
Value ($000) $2,511 Shares 128,375 Est. Cost $19.56 Unrealized
HPQ HP INC 0.3%
Value ($000) $2,508 Shares 132,522 Est. Cost $15.23 Unrealized +3.3%
GM GENERAL MOTORS CORP 0.3%
Value ($000) $2,478 Shares 66,116 Est. Cost $27.87 Unrealized +29.2%
FHN FIRST HORIZON NATL CORP 0.3%
Value ($000) $2,466 Shares 152,180 Est. Cost $11.31 Unrealized +9.2%
MCD MC DONALD'S CORPORATION 0.3%
Value ($000) $2,458 Shares 11,446 Est. Cost $167.74 Unrealized +10.1%
LMT LOCKHEED MARTIN CORPORATION 0.3%
Value ($000) $2,432 Shares 6,235 Est. Cost $130.39 Unrealized +142.7%
CNP CENTERPOINT ENERGY INC 0.3%
Value ($000) $2,420 Shares 80,185 Est. Cost $24.66 Unrealized -2.3%
VLY VALLEY NATIONAL BANCORP 0.3%
Value ($000) $2,410 Shares 221,691 Est. Cost $9.70 Unrealized +10.3%
B B & T CORPORATION 0.2%
Value ($000) $2,351 Shares 44,062 Est. Cost $45.63 Unrealized
NNN NATIONAL RETAIL PROPERTIES INC 0.2%
Value ($000) $2,349 Shares 41,645 Est. Cost $41.18 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $2,335 Shares 19,484 Est. Cost $78.55 Unrealized +13.2%
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $2,321 Shares 21,680 Est. Cost $75.54 Unrealized +19.8%
SABR SABRE CORPORATION 0.2%
Value ($000) $2,293 Shares 102,379 Est. Cost $20.00 Unrealized +17.6%
SON SONOCO PRODUCTS CO 0.2%
Value ($000) $2,285 Shares 39,252 Est. Cost $32.54 Unrealized +46.0%
MET METLIFE INC 0.2%
Value ($000) $2,281 Shares 48,365 Est. Cost $32.87 Unrealized +17.1%
MAXIM INTEGRATED PRODUCTS INC 0.2%
Value ($000) $2,156 Shares 37,238 Est. Cost $47.22 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $2,156 Shares 34,010 Est. Cost $57.35 Unrealized -11.1%
AEP AMERICAN ELECTRIC POWER CO 0.2%
Value ($000) $2,153 Shares 22,980 Est. Cost $45.94 Unrealized +57.7%
CMI CUMMINS ENGINE INC 0.2%
Value ($000) $2,118 Shares 13,022 Est. Cost $123.90 Unrealized +9.9%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $2,076 Shares 37,527 Est. Cost $63.38 Unrealized
IWM ISHARES RUSSELL 2000 INDEX ETF 0.2%
Value ($000) $2,045 Shares 13,514 Est. Cost $138.81 Unrealized
MAA MID-AMERICA APT COMMUNITIES IN 0.2%
Value ($000) $2,013 Shares 15,480 Est. Cost $60.09 Unrealized +66.7%
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $1,963 Shares 21,830 Est. Cost $55.95 Unrealized +17.5%
DIS DISNEY, WALT COMPANY 0.2%
Value ($000) $1,947 Shares 14,937 Est. Cost $100.86 Unrealized +33.1%
CFR CULLEN FROST BANKERS INC 0.2%
Value ($000) $1,946 Shares 21,974 Est. Cost $58.42 Unrealized +24.8%
KSS KOHLS CORPORATION 0.2%
Value ($000) $1,882 Shares 37,900 Est. Cost $65.84 Unrealized -25.5%
TROW PRICE, T ROWE GROUP INC 0.2%
Value ($000) $1,874 Shares 16,399 Est. Cost $56.05 Unrealized +53.0%
VOT VANGUARD MID-CAP GROWTH ETF 0.2%
Value ($000) $1,861 Shares 12,567 Est. Cost $143.72 Unrealized
GOOGL ALPHABET CLASS A 0.2%
Value ($000) $1,702 Shares 1,394 Est. Cost $52.92 Unrealized +11.1%
VGT VANGUARD INFORMATION TECHNOLOG 0.2%
Value ($000) $1,564 Shares 7,257 Est. Cost $186.29 Unrealized
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $1,527 Shares 18,260 Est. Cost $72.27 Unrealized +5.3%
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $1,501 Shares 24,584 Est. Cost $60.77 Unrealized
VWO VANGUARD MSCI EMERGING MARKETS 0.1%
Value ($000) $1,386 Shares 34,429 Est. Cost $42.50 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $1,344 Shares 10,791 Est. Cost $85.00 Unrealized +34.8%
INTC INTEL CORPORATION 0.1%
Value ($000) $1,283 Shares 24,903 Est. Cost $27.03 Unrealized +59.2%
BROADCOM INC CONVERTABLE PFD 8 0.1%
Value ($000) $1,266 Shares 1,235 Est. Cost $1025.10 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD E 0.1%
Value ($000) $1,211 Shares 13,649 Est. Cost $84.12 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $1,210 Shares 10,524 Est. Cost $92.56 Unrealized +13.6%
SWK STANLEY BLACK AND DECKER INC 0.1%
Value ($000) $1,072 Shares 7,423 Est. Cost $97.05 Unrealized +20.2%
AFL AFLAC INC 0.1%
Value ($000) $1,062 Shares 20,307 Est. Cost $45.37 Unrealized 0.0%
AMZN AMAZON INC 0.1%
Value ($000) $981 Shares 565 Est. Cost $59.93 Unrealized +54.7%
FISV FISERV INC 0.1%
Value ($000) $852 Shares 8,232 Est. Cost $80.55 Unrealized +26.7%
CLX CLOROX COMPANY 0.1%
Value ($000) $835 Shares 5,500 Est. Cost $130.84 Unrealized 0.0%
IYR ISHARES DOW JONES U S REAL EST 0.1%
Value ($000) $829 Shares 8,862 Est. Cost $75.20 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $822 Shares 11,736 Est. Cost $64.51 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.1%
Value ($000) $819 Shares 8,785 Est. Cost $86.91 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $801 Shares 4,945 Est. Cost $70.10 Unrealized +108.0%
VGK VANGUARD EUROPEAN STOCK ETF 0.1%
Value ($000) $795 Shares 14,822 Est. Cost $49.20 Unrealized
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $766 Shares 7,395 Est. Cost $83.10 Unrealized +32.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $751 Shares 3,456 Est. Cost $159.43 Unrealized +36.2%
DTE DTE ENERGY CO 0.1%
Value ($000) $733 Shares 5,513 Est. Cost $80.08 Unrealized +11.1%
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $725 Shares 24,843 Est. Cost $23.95 Unrealized +2.6%
APD AIR PRODUCTS AND CHEMICALS INC 0.1%
Value ($000) $722 Shares 3,255 Est. Cost $192.55 Unrealized 0.0%
EPI WISDOMTREE TRUST INDIA EARNING 0.1%
Value ($000) $721 Shares 30,224 Est. Cost $26.32 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $716 Shares 7,189 Est. Cost $87.65 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH INDEX F 0.1%
Value ($000) $700 Shares 3,890 Est. Cost $174.71 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.1%
Value ($000) $695 Shares 8,635 Est. Cost $56.72 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $692 Shares 7,673 Est. Cost $83.73 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $678 Shares 12,262 Est. Cost $36.71 Unrealized +27.2%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $655 Shares 7,491 Est. Cost $59.15 Unrealized +27.7%
IWD ISHARES RUSSELL 1000 VALUE IND 0.1%
Value ($000) $641 Shares 5,000 Est. Cost $127.16 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $636 Shares 7,650 Est. Cost $62.04 Unrealized +16.2%
NRP NATURAL RESOURCE PARTNERS LP 0.1%
Value ($000) $634 Shares 25,000 Est. Cost $25.36 Unrealized
XLY CONSUMER DISC SELECT SECTOR SP 0.1%
Value ($000) $624 Shares 5,167 Est. Cost $100.18 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENTUM 0.1%
Value ($000) $614 Shares 5,145 Est. Cost $112.22 Unrealized
IRM IRON MOUNTAIN INC 0.1%
Value ($000) $603 Shares 18,613 Est. Cost $22.54 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $601 Shares 4,402 Est. Cost $112.41 Unrealized
GOOG ALPHABET CLASS C 0.1%
Value ($000) $586 Shares 481 Est. Cost $50.65 Unrealized +15.9%
EEM ISHARES MSCI EMERGING MARKETS 0.1%
Value ($000) $581 Shares 14,216 Est. Cost $39.35 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE I 0.1%
Value ($000) $577 Shares 3,607 Est. Cost $157.97 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $575 Shares 2,117 Est. Cost $199.85 Unrealized +33.1%
USB U S BANCORP 0.1%
Value ($000) $564 Shares 10,190 Est. Cost $31.94 Unrealized +28.8%
EWJ ISHARES MSCI JAPAN ETF 0.1%
Value ($000) $558 Shares 9,838 Est. Cost $54.72 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $536 Shares 1,795 Est. Cost $263.59 Unrealized
BX BLACKSTONE GROUP INC COM CL A 0.1%
Value ($000) $514 Shares 10,525 Est. Cost $39.22 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $513 Shares 6,761 Est. Cost $57.29 Unrealized -1.0%
XLF FINANCIAL SELECT SECTOR SPDR E 0.1%
Value ($000) $495 Shares 17,680 Est. Cost $23.97 Unrealized
CATENARY ALT PARTNERS PVT LIMI 0.1%
Value ($000) $482 Shares 481,832 Est. Cost $1.00 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $474 Shares 11,375 Est. Cost $33.57 Unrealized +7.5%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $472 Shares 4,296 Est. Cost $88.06 Unrealized +6.8%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $457 Shares 1,656 Est. Cost $277.72 Unrealized +5.1%
FDX FEDEX CORPORATION 0.0%
Value ($000) $439 Shares 3,015 Est. Cost $177.62 Unrealized -19.3%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $426 Shares 2,056 Est. Cost $150.53 Unrealized +20.1%
DELPHI TECHNOLOGIES PLC 0.0%
Value ($000) $421 Shares 31,403 Est. Cost $52.48 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $419 Shares 2,900 Est. Cost $96.24 Unrealized +26.5%
IJT ISHARES S&P SMALL CAP 600 GROW 0.0%
Value ($000) $418 Shares 2,342 Est. Cost $180.23 Unrealized
KO COCA-COLA COMPANY 0.0%
Value ($000) $414 Shares 7,608 Est. Cost $38.32 Unrealized +14.7%
FMC F M C CORP 0.0%
Value ($000) $392 Shares 4,468 Est. Cost $57.42 Unrealized +24.3%
RAYTHEON CO 0.0%
Value ($000) $385 Shares 1,965 Est. Cost $167.17 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $380 Shares 2,586 Est. Cost $109.61 Unrealized +14.2%
TGT TARGET CORPORATION 0.0%
Value ($000) $372 Shares 3,480 Est. Cost $60.69 Unrealized +32.4%
DEO DIAGEO PLC ADR 0.0%
Value ($000) $361 Shares 2,209 Est. Cost $163.41 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $345 Shares 2,134 Est. Cost $126.18 Unrealized +14.1%
EOG E O G RESOURCES INC 0.0%
Value ($000) $344 Shares 4,635 Est. Cost $76.52 Unrealized -19.6%
COST COSTCO WHOLESALE CORPORATION 0.0%
Value ($000) $339 Shares 1,175 Est. Cost $204.72 Unrealized +25.2%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $337 Shares 3,701 Est. Cost $74.94 Unrealized +7.6%
IJS ISHARES S&P SMALLCAP 600 VALUE 0.0%
Value ($000) $324 Shares 2,163 Est. Cost $148.46 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $318 Shares 1,748 Est. Cost $181.92 Unrealized
CELGENE CORP 0.0%
Value ($000) $315 Shares 3,169 Est. Cost $94.36 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $315 Shares 2,665 Est. Cost $90.64 Unrealized +12.8%
CSX C S X CORP 0.0%
Value ($000) $313 Shares 4,525 Est. Cost $23.56 Unrealized -9.3%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $310 Shares 6,848 Est. Cost $39.64 Unrealized -6.7%
ALLERGAN PLC 0.0%
Value ($000) $301 Shares 1,789 Est. Cost $138.72 Unrealized
IVE ISHARES S&P 500 VALUE INDEX 0.0%
Value ($000) $291 Shares 2,443 Est. Cost $112.69 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $284 Shares 2,403 Est. Cost $98.05 Unrealized +14.8%
TSN TYSON FOODS INC 0.0%
Value ($000) $273 Shares 3,164 Est. Cost $50.94 Unrealized +38.8%
LUV SOUTHWEST AIRLINES COMPANY 0.0%
Value ($000) $270 Shares 4,995 Est. Cost $48.28 Unrealized -0.1%
CTAS CINTAS CORP 0.0%
Value ($000) $268 Shares 1,000 Est. Cost $45.33 Unrealized +32.2%
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $268 Shares 9,375 Est. Cost $27.14 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX 0.0%
Value ($000) $268 Shares 5,812 Est. Cost $44.26 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $248 Shares 1,424 Est. Cost $3.85 Unrealized +8.6%
SO SOUTHERN CO 0.0%
Value ($000) $247 Shares 4,000 Est. Cost $41.35 Unrealized +9.5%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $245 Shares 2,193 Est. Cost $111.72 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $241 Shares 3,106 Est. Cost $73.61 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $234 Shares 1,003 Est. Cost $38.59 Unrealized +19.8%
DVY ISHARES DOW JONES SELECT DIVID 0.0%
Value ($000) $233 Shares 2,288 Est. Cost $98.34 Unrealized
ROP ROPER INDS INC 0.0%
Value ($000) $225 Shares 630 Est. Cost $291.56 Unrealized +19.9%
RH RH INC 0.0%
Value ($000) $223 Shares 1,305 Est. Cost $142.38 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $219 Shares 1,108 Est. Cost $146.51 Unrealized +27.7%
LLY LILLY, ELI AND COMPANY 0.0%
Value ($000) $215 Shares 1,920 Est. Cost $54.95 Unrealized +86.9%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $211 Shares 1,269 Est. Cost $156.68 Unrealized
GLD SPDR GOLD SHARES ETF 0.0%
Value ($000) $211 Shares 1,519 Est. Cost $138.91 Unrealized
KMB KIMBERLY CLARK CORPORATION 0.0%
Value ($000) $209 Shares 1,471 Est. Cost $91.30 Unrealized +20.2%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $204 Shares 3,142 Est. Cost $59.56 Unrealized +4.3%
HST HOST MARRIOTT CORP 0.0%
Value ($000) $201 Shares 11,613 Est. Cost $14.30 Unrealized -5.4%
MARATHON OIL CORPORATION 0.0%
Value ($000) $140 Shares 11,420 Est. Cost $16.74 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $99 Shares 11,055 Est. Cost $8.96 Unrealized