VALLEY WEALTH MANAGERS, INC. Diversified Active

CIK: 0000924166 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 31, 2020

Total Value ($000): $1,000,333 (100.0% shares, 0.0% debt)

Holdings (187)

AAPL APPLE INC 3.6%
Value ($000) $35,519 Shares 120,957 Est. Cost $26.50 Unrealized +134.0%
AMGN AMGEN INC 2.6%
Value ($000) $26,173 Shares 108,568 Est. Cost $121.34 Unrealized +50.6%
MSFT MICROSOFT CORPORATION 2.3%
Value ($000) $23,103 Shares 146,502 Est. Cost $37.59 Unrealized +270.3%
CSCO CISCO SYSTEMS INC 2.3%
Value ($000) $22,843 Shares 476,290 Est. Cost $18.63 Unrealized +106.9%
CDW CDW CORPORATION 2.2%
Value ($000) $21,799 Shares 152,612 Est. Cost $33.08 Unrealized +271.4%
VZ VERIZON COMMUNICATIONS 2.2%
Value ($000) $21,727 Shares 353,860 Est. Cost $28.96 Unrealized +47.8%
ACN ACCENTURE PLC 2.1%
Value ($000) $20,965 Shares 99,563 Est. Cost $65.51 Unrealized +172.4%
PFE PFIZER INC 2.1%
Value ($000) $20,811 Shares 531,168 Est. Cost $27.19 Unrealized -1.8%
AIZ ASSURANT INC 2.1%
Value ($000) $20,574 Shares 156,961 Est. Cost $85.31 Unrealized +35.1%
PNC P N C FINANCIAL CORP 2.0%
Value ($000) $20,443 Shares 128,067 Est. Cost $60.47 Unrealized +98.7%
CVX CHEVRON CORPORATION 2.0%
Value ($000) $20,434 Shares 169,566 Est. Cost $68.63 Unrealized +30.7%
CE CELANESE CORP 2.0%
Value ($000) $20,407 Shares 165,748 Est. Cost $85.64 Unrealized +28.2%
MCHP MICROCHIP TECHNOLOGY INC 2.0%
Value ($000) $20,236 Shares 193,237 Est. Cost $18.26 Unrealized +135.4%
ELV ANTHEM INC 2.0%
Value ($000) $20,011 Shares 66,255 Est. Cost $124.57 Unrealized +103.3%
AVGO BROADCOM INC 2.0%
Value ($000) $19,983 Shares 63,233 Est. Cost $18.38 Unrealized +40.8%
WMT WALMART INC 2.0%
Value ($000) $19,685 Shares 165,641 Est. Cost $20.00 Unrealized +81.9%
HON HONEYWELL INTERNATIONAL INC 2.0%
Value ($000) $19,516 Shares 110,261 Est. Cost $56.45 Unrealized +154.9%
COP CONOCOPHILLIPS 1.9%
Value ($000) $19,468 Shares 299,369 Est. Cost $39.92 Unrealized +18.1%
ROST ROSS STORES INC 1.9%
Value ($000) $19,452 Shares 167,084 Est. Cost $38.02 Unrealized +178.6%
OMC OMNICOM GROUP INC 1.9%
Value ($000) $19,128 Shares 236,091 Est. Cost $62.84 Unrealized -0.5%
WTW WILLIS TOWERS WATSON PUBLIC LI 1.9%
Value ($000) $19,114 Shares 94,652 Est. Cost $136.24 Unrealized +29.4%
RGA REINSURANCE GROUP OF AMERICA I 1.8%
Value ($000) $18,219 Shares 111,732 Est. Cost $67.36 Unrealized +140.2%
PGR PROGRESSIVE CORP 1.8%
Value ($000) $18,067 Shares 249,589 Est. Cost $55.57 Unrealized +6.7%
LMT LOCKHEED MARTIN CORPORATION 1.8%
Value ($000) $18,053 Shares 46,363 Est. Cost $298.67 Unrealized +8.8%
CMCSA COMCAST CORPORATION 1.8%
Value ($000) $17,922 Shares 398,539 Est. Cost $36.50 Unrealized +3.7%
TMUS T-MOBILE US INC 1.8%
Value ($000) $17,817 Shares 227,194 Est. Cost $60.41 Unrealized +25.8%
LABORATORY CORP OF AMERICA HOL 1.8%
Value ($000) $17,789 Shares 105,151 Est. Cost $107.18 Unrealized
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $17,585 Shares 120,556 Est. Cost $68.94 Unrealized +65.5%
STWD STARWOOD PROPERTY TRUST INC 1.7%
Value ($000) $17,166 Shares 690,515 Est. Cost $22.43 Unrealized
ORCL ORACLE CORPORATION 1.7%
Value ($000) $17,098 Shares 322,720 Est. Cost $29.44 Unrealized +71.3%
CI CIGNA CORPORATION 1.7%
Value ($000) $16,585 Shares 81,106 Est. Cost $190.51 Unrealized -12.0%
WFC WELLS FARGO & CO 1.7%
Value ($000) $16,517 Shares 307,006 Est. Cost $31.07 Unrealized +43.9%
CVS CVS HEALTH CORPORATION 1.6%
Value ($000) $16,428 Shares 221,130 Est. Cost $48.99 Unrealized +17.9%
XOM EXXON MOBIL CORPORATION 1.6%
Value ($000) $15,626 Shares 223,931 Est. Cost $54.75 Unrealized -4.9%
SPIRIT AEROSYSTEMS HOLDINGS IN 1.5%
Value ($000) $14,749 Shares 202,377 Est. Cost $58.29 Unrealized
COR AMERISOURCEBERGEN CORP 1.5%
Value ($000) $14,667 Shares 172,514 Est. Cost $46.51 Unrealized +53.1%
LKQ LKQ CORP 1.4%
Value ($000) $14,281 Shares 400,022 Est. Cost $27.54 Unrealized +10.7%
VST VISTRA ENERGY CORP 1.3%
Value ($000) $13,487 Shares 586,645 Est. Cost $21.03 Unrealized +6.6%
SSNC SS&C TECHNOLOGIES HOLDINGS INC 1.3%
Value ($000) $13,387 Shares 218,020 Est. Cost $55.91 Unrealized +0.3%
INGR INGREDION INC 1.3%
Value ($000) $12,912 Shares 138,916 Est. Cost $86.54 Unrealized -2.9%
META FACEBOOK INC 1.3%
Value ($000) $12,860 Shares 62,654 Est. Cost $179.21 Unrealized +7.3%
CRI CARTER INC 1.3%
Value ($000) $12,749 Shares 116,594 Est. Cost $77.77 Unrealized +6.8%
EVRG EVERGY INC 1.2%
Value ($000) $11,996 Shares 184,296 Est. Cost $40.46 Unrealized +24.0%
SPY SPDR S&P 500 ETF 0.9%
Value ($000) $9,097 Shares 28,263 Est. Cost $251.93 Unrealized
JPM J P MORGAN CHASE & CO 0.6%
Value ($000) $6,393 Shares 45,861 Est. Cost $60.11 Unrealized +80.8%
PG PROCTER & GAMBLE COMPANY 0.6%
Value ($000) $6,126 Shares 49,044 Est. Cost $70.09 Unrealized +50.2%
MRK MERCK & COMPANY 0.5%
Value ($000) $5,001 Shares 54,994 Est. Cost $45.67 Unrealized +47.9%
PEP PEPSICO INC 0.4%
Value ($000) $4,076 Shares 29,822 Est. Cost $80.63 Unrealized +39.9%
HD HOME DEPOT INC 0.4%
Value ($000) $4,016 Shares 18,388 Est. Cost $131.80 Unrealized +47.9%
EMR EMERSON ELECTRIC CO 0.4%
Value ($000) $3,946 Shares 51,743 Est. Cost $48.01 Unrealized +30.8%
SDY SPDR S&P DIVIDEND ETF 0.4%
Value ($000) $3,885 Shares 36,111 Est. Cost $95.60 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH FU 0.4%
Value ($000) $3,831 Shares 21,779 Est. Cost $91.46 Unrealized
T A T & T INC 0.4%
Value ($000) $3,805 Shares 97,361 Est. Cost $13.93 Unrealized +35.4%
ABBV ABBVIE INC 0.4%
Value ($000) $3,765 Shares 42,532 Est. Cost $45.31 Unrealized +42.6%
D DOMINION ENERGY INC 0.3%
Value ($000) $3,467 Shares 41,858 Est. Cost $54.34 Unrealized +14.8%
PEG PUBLIC SERVICE ENTERPRISE GROU 0.3%
Value ($000) $3,445 Shares 58,350 Est. Cost $33.63 Unrealized +46.1%
IJH ISHARES CORE S&P MID-CAP ETF 0.3%
Value ($000) $3,200 Shares 15,546 Est. Cost $186.49 Unrealized
TRV TRAVELERS COMPANIES INC 0.3%
Value ($000) $3,129 Shares 22,848 Est. Cost $112.77 Unrealized +5.8%
LYB LYONDELLBASELL INDUSTRIES N V 0.3%
Value ($000) $3,128 Shares 33,112 Est. Cost $53.25 Unrealized +14.8%
KR KROGER CO 0.3%
Value ($000) $3,072 Shares 105,955 Est. Cost $20.39 Unrealized +14.1%
MPT MEDICAL PROPERTIES TRUST INC 0.3%
Value ($000) $3,027 Shares 143,390 Est. Cost $19.72 Unrealized
MCD MC DONALD'S CORPORATION 0.3%
Value ($000) $2,859 Shares 14,471 Est. Cost $168.61 Unrealized +2.0%
GM GENERAL MOTORS CORP 0.3%
Value ($000) $2,859 Shares 78,111 Est. Cost $28.87 Unrealized +19.1%
HPQ HP INC 0.3%
Value ($000) $2,810 Shares 136,737 Est. Cost $15.23 Unrealized +0.5%
IBM INTERNATIONAL BUSINESS MACHINE 0.3%
Value ($000) $2,778 Shares 20,730 Est. Cost $97.92 Unrealized +2.0%
FHN FIRST HORIZON NATL CORP 0.3%
Value ($000) $2,777 Shares 167,725 Est. Cost $11.45 Unrealized +11.8%
SON SONOCO PRODUCTS CO 0.3%
Value ($000) $2,738 Shares 44,362 Est. Cost $34.27 Unrealized +38.8%
SABR SABRE CORPORATION 0.3%
Value ($000) $2,732 Shares 121,759 Est. Cost $20.35 Unrealized +8.9%
NNN NATIONAL RETAIL PROPERTIES INC 0.3%
Value ($000) $2,710 Shares 50,545 Est. Cost $43.37 Unrealized
MAXIM INTEGRATED PRODUCTS INC 0.3%
Value ($000) $2,705 Shares 43,978 Est. Cost $49.41 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $2,698 Shares 23,049 Est. Cost $80.76 Unrealized +14.9%
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $2,673 Shares 47,462 Est. Cost $40.89 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC 0.3%
Value ($000) $2,663 Shares 24,930 Est. Cost $77.74 Unrealized +18.9%
MAA MID-AMERICA APT COMMUNITIES IN 0.3%
Value ($000) $2,663 Shares 20,196 Est. Cost $71.44 Unrealized +52.1%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $2,643 Shares 28,217 Est. Cost $62.45 Unrealized +17.9%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $2,635 Shares 44,685 Est. Cost $62.67 Unrealized
AEP AMERICAN ELECTRIC POWER CO 0.3%
Value ($000) $2,566 Shares 27,150 Est. Cost $50.29 Unrealized +47.6%
MET METLIFE INC 0.3%
Value ($000) $2,514 Shares 49,315 Est. Cost $32.99 Unrealized +19.2%
CMI CUMMINS ENGINE INC 0.2%
Value ($000) $2,495 Shares 13,942 Est. Cost $125.69 Unrealized +20.2%
EPR EPR PROPERTIES 0.2%
Value ($000) $2,476 Shares 35,050 Est. Cost $70.64 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $2,460 Shares 37,857 Est. Cost $56.74 Unrealized -9.6%
VLY VALLEY NATIONAL BANCORP 0.2%
Value ($000) $2,444 Shares 213,457 Est. Cost $9.70 Unrealized +18.7%
CFR CULLEN FROST BANKERS INC 0.2%
Value ($000) $2,306 Shares 23,579 Est. Cost $59.70 Unrealized +29.2%
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $2,272 Shares 24,240 Est. Cost $57.08 Unrealized +18.0%
IWM ISHARES RUSSELL 2000 INDEX ETF 0.2%
Value ($000) $2,210 Shares 13,342 Est. Cost $138.81 Unrealized
DIS DISNEY, WALT COMPANY 0.2%
Value ($000) $2,148 Shares 14,848 Est. Cost $100.86 Unrealized +34.6%
VOT VANGUARD MID-CAP GROWTH ETF 0.2%
Value ($000) $1,957 Shares 12,321 Est. Cost $143.72 Unrealized
TROW PRICE, T ROWE GROUP INC 0.2%
Value ($000) $1,956 Shares 16,054 Est. Cost $56.05 Unrealized +63.3%
GOOGL ALPHABET CLASS A 0.2%
Value ($000) $1,833 Shares 1,368 Est. Cost $52.92 Unrealized +21.0%
BROADCOM INC CONVERTIBLE PFD 8 0.2%
Value ($000) $1,794 Shares 1,523 Est. Cost $1054.00 Unrealized
KSS KOHLS CORPORATION 0.2%
Value ($000) $1,777 Shares 34,870 Est. Cost $65.84 Unrealized -22.8%
APTIV PLC 0.2%
Value ($000) $1,627 Shares 17,129 Est. Cost $84.49 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $1,518 Shares 23,265 Est. Cost $60.77 Unrealized
INTC INTEL CORPORATION 0.1%
Value ($000) $1,480 Shares 24,728 Est. Cost $27.03 Unrealized +82.3%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $1,394 Shares 16,045 Est. Cost $72.27 Unrealized +4.2%
ZTS ZOETIS INC 0.1%
Value ($000) $1,385 Shares 10,466 Est. Cost $85.00 Unrealized +38.9%
VGT VANGUARD INFORMATION TECHNOLOG 0.1%
Value ($000) $1,348 Shares 5,503 Est. Cost $186.29 Unrealized
VWO VANGUARD MSCI EMERGING MARKETS 0.1%
Value ($000) $1,282 Shares 28,834 Est. Cost $42.50 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD E 0.1%
Value ($000) $1,034 Shares 11,039 Est. Cost $84.12 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $1,017 Shares 8,924 Est. Cost $92.56 Unrealized +10.3%
SWK STANLEY BLACK AND DECKER INC 0.1%
Value ($000) $1,011 Shares 6,099 Est. Cost $97.05 Unrealized +32.5%
AMAZON INC 0.1%
Value ($000) $1,009 Shares 546 Est. Cost $1847.99 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,007 Shares 3,426 Est. Cost $159.43 Unrealized +48.4%
VGK VANGUARD EUROPEAN STOCK ETF 0.1%
Value ($000) $869 Shares 14,822 Est. Cost $49.20 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $857 Shares 16,207 Est. Cost $45.37 Unrealized +1.1%
VNQ VANGUARD REIT INDEX ETF 0.1%
Value ($000) $806 Shares 8,682 Est. Cost $86.91 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $805 Shares 7,905 Est. Cost $84.26 Unrealized
IYR ISHARES DOW JONES U S REAL EST 0.1%
Value ($000) $800 Shares 8,599 Est. Cost $75.20 Unrealized
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $786 Shares 7,270 Est. Cost $83.10 Unrealized +25.1%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.1%
Value ($000) $781 Shares 8,518 Est. Cost $56.72 Unrealized
IVW ISHARES S&P 500 GROWTH INDEX F 0.1%
Value ($000) $746 Shares 3,852 Est. Cost $174.71 Unrealized
XLY CONSUMER DISC SELECT SECTOR SP 0.1%
Value ($000) $740 Shares 5,904 Est. Cost $103.32 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $718 Shares 7,585 Est. Cost $62.04 Unrealized +28.4%
DTE DTE ENERGY CO 0.1%
Value ($000) $716 Shares 5,513 Est. Cost $80.08 Unrealized +9.2%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $691 Shares 12,534 Est. Cost $36.91 Unrealized +24.3%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $690 Shares 4,602 Est. Cost $114.04 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE I 0.1%
Value ($000) $660 Shares 3,868 Est. Cost $158.82 Unrealized
EPI WISDOMTREE TRUST INDIA EARNING 0.1%
Value ($000) $653 Shares 26,224 Est. Cost $26.32 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $646 Shares 2,162 Est. Cost $201.37 Unrealized +35.4%
EEM ISHARES MSCI EMERGING MARKETS 0.1%
Value ($000) $638 Shares 14,216 Est. Cost $39.35 Unrealized
FISV FISERV INC 0.1%
Value ($000) $638 Shares 5,513 Est. Cost $80.55 Unrealized +37.1%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $621 Shares 8,136 Est. Cost $64.51 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $606 Shares 7,246 Est. Cost $59.15 Unrealized +24.0%
USB U S BANCORP 0.1%
Value ($000) $604 Shares 10,195 Est. Cost $31.94 Unrealized +38.8%
CLX CLOROX COMPANY 0.1%
Value ($000) $603 Shares 3,925 Est. Cost $130.84 Unrealized -4.8%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $599 Shares 1,854 Est. Cost $265.48 Unrealized
BX BLACKSTONE GROUP INC COM CL A 0.1%
Value ($000) $566 Shares 10,125 Est. Cost $39.22 Unrealized +7.3%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $546 Shares 1,656 Est. Cost $277.72 Unrealized +5.9%
IWD ISHARES RUSSELL 1000 VALUE IND 0.1%
Value ($000) $546 Shares 4,000 Est. Cost $127.16 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $546 Shares 11,375 Est. Cost $33.57 Unrealized +22.3%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $541 Shares 6,361 Est. Cost $57.29 Unrealized +4.7%
XLF FINANCIAL SELECT SECTOR SPDR E 0.1%
Value ($000) $541 Shares 17,566 Est. Cost $23.97 Unrealized
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $530 Shares 15,052 Est. Cost $23.95 Unrealized +16.0%
IRM IRON MOUNTAIN INC 0.1%
Value ($000) $526 Shares 16,513 Est. Cost $22.54 Unrealized +6.3%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $526 Shares 4,395 Est. Cost $88.38 Unrealized +15.8%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $515 Shares 2,849 Est. Cost $70.10 Unrealized +113.0%
APD AIR PRODUCTS AND CHEMICALS INC 0.1%
Value ($000) $501 Shares 2,130 Est. Cost $192.55 Unrealized +0.8%
GOOG ALPHABET INC 0.0%
Value ($000) $479 Shares 358 Est. Cost $50.65 Unrealized +26.4%
CATENARY ALT PARTNERS PVT LIMI 0.0%
Value ($000) $478 Shares 477,890 Est. Cost $1.00 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $468 Shares 2,358 Est. Cost $186.20 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $461 Shares 3,998 Est. Cost $87.65 Unrealized +12.2%
TGT TARGET CORPORATION 0.0%
Value ($000) $446 Shares 3,480 Est. Cost $60.69 Unrealized +64.5%
KO COCA-COLA COMPANY 0.0%
Value ($000) $426 Shares 7,708 Est. Cost $38.40 Unrealized +15.9%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $418 Shares 3,487 Est. Cost $114.75 Unrealized
IJT ISHARES S&P SMALL CAP 600 GROW 0.0%
Value ($000) $405 Shares 2,096 Est. Cost $180.23 Unrealized
FMC F M C CORP 0.0%
Value ($000) $396 Shares 3,968 Est. Cost $57.42 Unrealized +35.3%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $394 Shares 2,081 Est. Cost $150.77 Unrealized +13.2%
DHR DANAHER CORPORATION 0.0%
Value ($000) $386 Shares 2,513 Est. Cost $96.24 Unrealized +27.8%
EOG E O G RESOURCES INC 0.0%
Value ($000) $381 Shares 4,543 Est. Cost $76.52 Unrealized -27.1%
IJS ISHARES S&P SMALLCAP 600 VALUE 0.0%
Value ($000) $379 Shares 2,360 Est. Cost $149.48 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $377 Shares 2,211 Est. Cost $126.83 Unrealized +14.4%
COST COSTCO WHOLESALE CORPORATION 0.0%
Value ($000) $346 Shares 1,175 Est. Cost $204.72 Unrealized +32.6%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $345 Shares 6,848 Est. Cost $39.64 Unrealized +0.7%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $334 Shares 5,638 Est. Cost $54.72 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $331 Shares 2,190 Est. Cost $177.62 Unrealized -22.6%
CSX C S X CORP 0.0%
Value ($000) $328 Shares 4,525 Est. Cost $23.56 Unrealized -7.5%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $326 Shares 2,987 Est. Cost $91.20 Unrealized +5.1%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $320 Shares 1,319 Est. Cost $41.37 Unrealized +21.3%
IVE ISHARES S&P 500 VALUE INDEX 0.0%
Value ($000) $317 Shares 2,437 Est. Cost $112.69 Unrealized
RAYTHEON CO 0.0%
Value ($000) $305 Shares 1,390 Est. Cost $167.17 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $303 Shares 2,439 Est. Cost $98.22 Unrealized +12.1%
MTUM ISHARES EDGE MSCI USA MOMENTUM 0.0%
Value ($000) $300 Shares 2,387 Est. Cost $112.22 Unrealized
DEO DIAGEO PLC ADR 0.0%
Value ($000) $288 Shares 1,709 Est. Cost $163.41 Unrealized
ALLERGAN PLC 0.0%
Value ($000) $285 Shares 1,489 Est. Cost $138.72 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX 0.0%
Value ($000) $285 Shares 5,812 Est. Cost $44.26 Unrealized
RH RH INC 0.0%
Value ($000) $279 Shares 1,305 Est. Cost $142.38 Unrealized +37.0%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $277 Shares 3,402 Est. Cost $74.29 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $270 Shares 9,575 Est. Cost $27.16 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $269 Shares 1,000 Est. Cost $45.33 Unrealized +36.6%
BMY BRISTOL-MYERS SQUIBB COMPANY 0.0%
Value ($000) $258 Shares 4,027 Est. Cost $45.19 Unrealized 0.0%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $253 Shares 1,516 Est. Cost $109.61 Unrealized +27.2%
DVY ISHARES DOW JONES SELECT DIVID 0.0%
Value ($000) $242 Shares 2,288 Est. Cost $98.34 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $231 Shares 1,269 Est. Cost $156.68 Unrealized
XLC COMMUNICATION SELECT SECTOR SP 0.0%
Value ($000) $225 Shares 4,200 Est. Cost $53.57 Unrealized
ROP ROPER INDS INC 0.0%
Value ($000) $223 Shares 630 Est. Cost $291.56 Unrealized +14.2%
HST HOST MARRIOTT CORP 0.0%
Value ($000) $215 Shares 11,613 Est. Cost $14.30 Unrealized -3.1%
SO SOUTHERN CO 0.0%
Value ($000) $214 Shares 3,350 Est. Cost $41.35 Unrealized +18.3%
BRK/B BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $214 Shares 942 Est. Cost $217.17 Unrealized 0.0%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $213 Shares 3,142 Est. Cost $59.56 Unrealized +13.7%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $209 Shares 644 Est. Cost $298.40 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $208 Shares 1,025 Est. Cost $166.41 Unrealized 0.0%
KMB KIMBERLY CLARK CORPORATION 0.0%
Value ($000) $203 Shares 1,471 Est. Cost $91.30 Unrealized +19.1%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $201 Shares 680 Est. Cost $295.59 Unrealized
DELPHI TECHNOLOGIES PLC 0.0%
Value ($000) $193 Shares 15,081 Est. Cost $52.48 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $175 Shares 15,658 Est. Cost $9.61 Unrealized
MARATHON OIL CORPORATION 0.0%
Value ($000) $141 Shares 10,370 Est. Cost $16.74 Unrealized
DNP SELECT INCOME FUND 0.0%
Value ($000) $133 Shares 10,399 Est. Cost $12.79 Unrealized