WEATHERLY ASSET MANAGEMENT L. P. Diversified Active

CIK: 0000934745 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 7, 2018

Total Value ($000): $421,792 (99.8% shares, 0.2% debt)

Holdings (194)

NFLX NETFLIX INC 7.0%
Value ($000) $29,731 Shares 100,663 Est. Cost $8.00 Unrealized +240.5%
LLY LILLY ELI & CO 6.0%
Value ($000) $25,350 Shares 327,650 Est. Cost $43.10 Unrealized +66.4%
AAPL APPLE INC 5.7%
Value ($000) $24,062 Shares 143,414 Est. Cost $26.10 Unrealized +54.9%
AMZN AMAZON COM INC 5.2%
Value ($000) $21,966 Shares 15,177 Est. Cost $33.41 Unrealized +114.0%
CLAYMORE EXCHANGE TRD FD TR 3.8%
Value ($000) $15,842 Shares 464,860 Est. Cost $30.91 Unrealized
XBI SPDR SERIES TRUST 3.0%
Value ($000) $12,496 Shares 142,434 Est. Cost $80.06 Unrealized
ADBE ADOBE SYS INC 2.5%
Value ($000) $10,376 Shares 48,021 Est. Cost $44.63 Unrealized +355.6%
HD HOME DEPOT INC 2.3%
Value ($000) $9,624 Shares 53,996 Est. Cost $60.69 Unrealized +154.9%
SBUX STARBUCKS CORP 2.2%
Value ($000) $9,342 Shares 161,370 Est. Cost $33.42 Unrealized +45.8%
T AT&T INC 2.0%
Value ($000) $8,616 Shares 241,678 Est. Cost $12.76 Unrealized +24.0%
MSFT MICROSOFT CORP 1.8%
Value ($000) $7,513 Shares 82,320 Est. Cost $44.58 Unrealized +89.1%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $6,986 Shares 54,512 Est. Cost $66.83 Unrealized +62.1%
WM WASTE MGMT INC DEL 1.6%
Value ($000) $6,685 Shares 79,474 Est. Cost $31.53 Unrealized +137.5%
PYPL PAYPAL HLDGS INC 1.6%
Value ($000) $6,583 Shares 86,762 Est. Cost $46.52 Unrealized +70.1%
REALITY SHS ETF TR 1.4%
Value ($000) $5,830 Shares 258,097 Est. Cost $22.59 Unrealized
IWR ISHARES TR 1.4%
Value ($000) $5,820 Shares 28,194 Est. Cost $150.28 Unrealized
GD GENERAL DYNAMICS CORP 1.3%
Value ($000) $5,306 Shares 24,018 Est. Cost $131.13 Unrealized +38.8%
INTC INTEL CORP 1.2%
Value ($000) $5,185 Shares 99,564 Est. Cost $21.82 Unrealized +83.6%
GOOGL ALPHABET INC 1.2%
Value ($000) $4,853 Shares 4,679 Est. Cost $38.66 Unrealized +42.3%
BA BOEING CO 1.1%
Value ($000) $4,783 Shares 14,588 Est. Cost $130.08 Unrealized +148.2%
ITOT ISHARES TR 1.1%
Value ($000) $4,577 Shares 75,698 Est. Cost $63.11 Unrealized
HAL HALLIBURTON CO 1.0%
Value ($000) $4,408 Shares 93,914 Est. Cost $37.56 Unrealized +12.1%
DIS DISNEY WALT CO 1.0%
Value ($000) $4,386 Shares 43,663 Est. Cost $88.53 Unrealized +14.0%
KMB KIMBERLY CLARK CORP 0.9%
Value ($000) $3,820 Shares 34,683 Est. Cost $78.49 Unrealized +9.8%
CSCO CISCO SYS INC 0.9%
Value ($000) $3,625 Shares 84,529 Est. Cost $16.12 Unrealized +107.6%
META FACEBOOK INC 0.8%
Value ($000) $3,573 Shares 22,359 Est. Cost $94.54 Unrealized +88.6%
QCOM QUALCOMM INC 0.8%
Value ($000) $3,525 Shares 63,618 Est. Cost $45.42 Unrealized +14.3%
ROK ROCKWELL AUTOMATION INC 0.7%
Value ($000) $3,158 Shares 18,129 Est. Cost $131.44 Unrealized +24.7%
TOTAL S A 0.7%
Value ($000) $3,141 Shares 54,441 Est. Cost $50.48 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.7%
Value ($000) $3,134 Shares 72,255 Est. Cost $30.24 Unrealized +10.3%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $3,121 Shares 9,236 Est. Cost $169.17 Unrealized +62.8%
MMM 3M CO 0.7%
Value ($000) $3,028 Shares 13,792 Est. Cost $77.63 Unrealized +93.4%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $3,019 Shares 38,084 Est. Cost $60.92 Unrealized +11.4%
EFAV ISHARES TR 0.7%
Value ($000) $3,000 Shares 40,714 Est. Cost $65.24 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $2,819 Shares 18,374 Est. Cost $110.68 Unrealized -3.1%
HRL HORMEL FOODS CORP 0.7%
Value ($000) $2,803 Shares 81,685 Est. Cost $24.42 Unrealized +13.3%
NKE NIKE INC 0.6%
Value ($000) $2,693 Shares 40,531 Est. Cost $48.83 Unrealized +22.1%
RAYTHEON CO 0.6%
Value ($000) $2,630 Shares 12,186 Est. Cost $174.17 Unrealized
CL COLGATE PALMOLIVE CO 0.6%
Value ($000) $2,602 Shares 36,302 Est. Cost $44.38 Unrealized +34.6%
TSN TYSON FOODS INC 0.6%
Value ($000) $2,483 Shares 33,929 Est. Cost $50.32 Unrealized +22.3%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $2,427 Shares 50,754 Est. Cost $27.77 Unrealized +18.9%
IXUS ISHARES TR 0.6%
Value ($000) $2,327 Shares 36,920 Est. Cost $59.49 Unrealized
ENZL ISHARES TR 0.5%
Value ($000) $2,264 Shares 46,388 Est. Cost $46.61 Unrealized
CNI CANADIAN NATL RY CO 0.5%
Value ($000) $2,175 Shares 29,736 Est. Cost $62.33 Unrealized +7.0%
SYMANTEC CORP 0.5%
Value ($000) $2,135 Shares 82,597 Est. Cost $31.96 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $2,129 Shares 11,300 Est. Cost $87.93 Unrealized +92.5%
ROYAL DUTCH SHELL PLC 0.5%
Value ($000) $2,099 Shares 32,890 Est. Cost $60.76 Unrealized
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,072 Shares 25,452 Est. Cost $47.60 Unrealized
CVS CVS HEALTH CORP 0.5%
Value ($000) $2,020 Shares 32,469 Est. Cost $53.17 Unrealized +5.0%
EEMV ISHARES INC 0.5%
Value ($000) $2,014 Shares 32,300 Est. Cost $56.04 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $2,011 Shares 10,081 Est. Cost $149.40 Unrealized +37.4%
INGERSOLL-RAND PLC 0.5%
Value ($000) $1,994 Shares 23,319 Est. Cost $55.52 Unrealized
TGT TARGET CORP 0.5%
Value ($000) $1,950 Shares 28,082 Est. Cost $43.51 Unrealized +34.3%
ABT ABBOTT LABS 0.5%
Value ($000) $1,924 Shares 32,107 Est. Cost $36.51 Unrealized +44.0%
BLACKROCK INC 0.5%
Value ($000) $1,909 Shares 3,524 Est. Cost $383.67 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,865 Shares 16,351 Est. Cost $64.72 Unrealized +31.4%
TOTL SSGA ACTIVE ETF TR 0.4%
Value ($000) $1,821 Shares 37,952 Est. Cost $49.30 Unrealized
MCK MCKESSON CORP 0.4%
Value ($000) $1,785 Shares 12,669 Est. Cost $107.07 Unrealized +36.7%
BAX BAXTER INTL INC 0.4%
Value ($000) $1,783 Shares 27,410 Est. Cost $31.05 Unrealized +89.7%
V VISA INC 0.4%
Value ($000) $1,767 Shares 14,768 Est. Cost $89.46 Unrealized +28.3%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,743 Shares 23,368 Est. Cost $53.72 Unrealized +3.8%
NTR NUTRIEN LTD 0.4%
Value ($000) $1,732 Shares 36,640 Est. Cost $38.37 Unrealized 0.0%
CAT CATERPILLAR INC DEL 0.4%
Value ($000) $1,726 Shares 11,713 Est. Cost $62.95 Unrealized +111.4%
PFF ISHARES TR 0.4%
Value ($000) $1,707 Shares 45,445 Est. Cost $39.28 Unrealized
GENERAL ELECTRIC CO 0.4%
Value ($000) $1,699 Shares 126,064 Est. Cost $24.61 Unrealized
SAP SAP SE 0.4%
Value ($000) $1,685 Shares 16,025 Est. Cost $73.62 Unrealized
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,644 Shares 27,734 Est. Cost $42.18 Unrealized +3.7%
GOOG ALPHABET INC 0.4%
Value ($000) $1,627 Shares 1,577 Est. Cost $35.80 Unrealized +53.0%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $1,622 Shares 14,751 Est. Cost $39.03 Unrealized +134.2%
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $1,609 Shares 11,852 Est. Cost $68.20 Unrealized +79.9%
ALL ALLSTATE CORP 0.4%
Value ($000) $1,546 Shares 16,305 Est. Cost $49.75 Unrealized +62.2%
IJH ISHARES TR 0.4%
Value ($000) $1,478 Shares 7,879 Est. Cost $138.04 Unrealized
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $1,372 Shares 40,146 Est. Cost $25.52 Unrealized +24.6%
FCX FREEPORT-MCMORAN INC 0.3%
Value ($000) $1,271 Shares 72,357 Est. Cost $24.68 Unrealized -31.0%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,255 Shares 6,914 Est. Cost $23.81 Unrealized +16.7%
PFE PFIZER INC 0.3%
Value ($000) $1,240 Shares 34,943 Est. Cost $17.70 Unrealized +36.9%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $1,214 Shares 7,912 Est. Cost $116.23 Unrealized +21.1%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,188 Shares 8,220 Est. Cost $93.68 Unrealized +25.4%
WMT WALMART INC 0.3%
Value ($000) $1,181 Shares 13,271 Est. Cost $21.47 Unrealized +32.0%
MINT PIMCO ETF TR 0.3%
Value ($000) $1,163 Shares 11,457 Est. Cost $100.91 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $1,160 Shares 7,420 Est. Cost $71.80 Unrealized +90.3%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1,132 Shares 2,888 Est. Cost $54.79 Unrealized +131.9%
DE DEERE & CO 0.3%
Value ($000) $1,113 Shares 7,164 Est. Cost $68.28 Unrealized +110.9%
DEO DIAGEO P L C 0.3%
Value ($000) $1,110 Shares 8,199 Est. Cost $114.70 Unrealized
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $1,060 Shares 20,234 Est. Cost $33.08 Unrealized +44.3%
DVY ISHARES TR 0.2%
Value ($000) $1,018 Shares 10,705 Est. Cost $64.42 Unrealized
AWR AMERICAN STS WTR CO 0.2%
Value ($000) $986 Shares 18,580 Est. Cost $34.06 Unrealized +36.9%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $974 Shares 3,701 Est. Cost $191.49 Unrealized
ACWI ISHARES TR 0.2%
Value ($000) $971 Shares 13,542 Est. Cost $57.83 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $962 Shares 21,024 Est. Cost $37.04 Unrealized +19.5%
CSX CSX CORP 0.2%
Value ($000) $959 Shares 17,220 Est. Cost $7.98 Unrealized +110.6%
FDX FEDEX CORP 0.2%
Value ($000) $949 Shares 3,953 Est. Cost $84.41 Unrealized +161.2%
NUVASIVE INC 0.2%
Value ($000) $931 Shares 17,824 Est. Cost $30.23 Unrealized
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $929 Shares 13,888 Est. Cost $61.81 Unrealized +7.0%
KO COCA COLA CO 0.2%
Value ($000) $924 Shares 21,279 Est. Cost $28.14 Unrealized +24.6%
WIP SPDR SERIES TRUST 0.2%
Value ($000) $905 Shares 15,189 Est. Cost $50.30 Unrealized
POWERSHARES ETF TRUST 0.2%
Value ($000) $893 Shares 29,310 Est. Cost $22.27 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $867 Shares 9,157 Est. Cost $32.16 Unrealized +144.2%
FHLC FIDELITY 0.2%
Value ($000) $860 Shares 21,604 Est. Cost $34.39 Unrealized
MONSANTO CO NEW 0.2%
Value ($000) $841 Shares 7,204 Est. Cost $98.77 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $836 Shares 8,721 Est. Cost $42.37 Unrealized +68.7%
FLR FLUOR CORP NEW 0.2%
Value ($000) $795 Shares 13,886 Est. Cost $53.56 Unrealized +1.3%
ALLE ALLEGION PUB LTD CO 0.2%
Value ($000) $795 Shares 9,320 Est. Cost $38.52 Unrealized +97.5%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $743 Shares 5,908 Est. Cost $118.69 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $723 Shares 11,160 Est. Cost $54.31 Unrealized +2.6%
POWERSHARES ETF TRUST 0.2%
Value ($000) $714 Shares 6,478 Est. Cost $72.46 Unrealized
EXPRESS SCRIPTS HLDG CO 0.2%
Value ($000) $706 Shares 10,219 Est. Cost $75.25 Unrealized
IWB ISHARES TR 0.2%
Value ($000) $703 Shares 4,790 Est. Cost $93.09 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.2%
Value ($000) $701 Shares 13,951 Est. Cost $50.08 Unrealized
JACOBS ENGR GROUP INC DEL 0.2%
Value ($000) $699 Shares 11,814 Est. Cost $52.99 Unrealized
GLW CORNING INC 0.2%
Value ($000) $693 Shares 24,861 Est. Cost $15.53 Unrealized +59.8%
FLOT ISHARES TR 0.2%
Value ($000) $665 Shares 13,060 Est. Cost $50.85 Unrealized
ITRI ITRON INC 0.2%
Value ($000) $655 Shares 9,160 Est. Cost $42.64 Unrealized +67.9%
MDT MEDTRONIC PLC 0.2%
Value ($000) $654 Shares 8,158 Est. Cost $59.21 Unrealized +13.7%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $628 Shares 5,183 Est. Cost $68.94 Unrealized +70.9%
TAP MOLSON COORS BREWING CO 0.1%
Value ($000) $622 Shares 8,257 Est. Cost $80.63 Unrealized -19.6%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $611 Shares 8,226 Est. Cost $66.03 Unrealized
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $610 Shares 9,851 Est. Cost $65.38 Unrealized -3.0%
AMGN AMGEN INC 0.1%
Value ($000) $609 Shares 3,574 Est. Cost $116.60 Unrealized +23.9%
TSLA TESLA INC 0.1%
Value ($000) $570 Shares 2,140 Est. Cost $11.72 Unrealized +87.7%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $567 Shares 3,904 Est. Cost $109.77 Unrealized +4.5%
HSY HERSHEY CO 0.1%
Value ($000) $565 Shares 5,708 Est. Cost $73.64 Unrealized +16.3%
DXCM DEXCOM INC 0.1%
Value ($000) $559 Shares 7,533 Est. Cost $18.57 Unrealized -20.4%
POWERSHARES QQQ TRUST 0.1%
Value ($000) $550 Shares 3,433 Est. Cost $88.76 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $545 Shares 2,055 Est. Cost $216.50 Unrealized
BKNG BOOKING HLDGS INC 0.1%
Value ($000) $535 Shares 257 Est. Cost $1933.58 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $528 Shares 14,310 Est. Cost $17.95 Unrealized +51.8%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $528 Shares 21,552 Est. Cost $44.59 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $520 Shares 46,926 Est. Cost $8.53 Unrealized -12.2%
WAL WESTERN ALLIANCE BANCORP 0.1%
Value ($000) $520 Shares 8,955 Est. Cost $31.31 Unrealized +64.1%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $509 Shares 8,116 Est. Cost $41.85 Unrealized +29.5%
LAM RESEARCH CORP 0.1%
Value ($000) $508 Shares 2,501 Est. Cost $80.02 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $494 Shares 4,974 Est. Cost $50.98 Unrealized +34.8%
HMC HONDA MOTOR LTD 0.1%
Value ($000) $492 Shares 14,172 Est. Cost $32.23 Unrealized
RY ROYAL BK CDA MONTREAL QUE 0.1%
Value ($000) $490 Shares 6,340 Est. Cost $59.71 Unrealized +36.0%
SRE SEMPRA ENERGY 0.1%
Value ($000) $483 Shares 4,342 Est. Cost $27.85 Unrealized +50.1%
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $474 Shares 9,505 Est. Cost $50.08 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $470 Shares 3,915 Est. Cost $87.42 Unrealized
IGE ISHARES TR 0.1%
Value ($000) $458 Shares 13,824 Est. Cost $38.24 Unrealized
SHIRE PLC 0.1%
Value ($000) $439 Shares 2,937 Est. Cost $184.07 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $435 Shares 2,630 Est. Cost $15.75 Unrealized +96.0%
USMV ISHARES TR 0.1%
Value ($000) $422 Shares 8,117 Est. Cost $45.04 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $419 Shares 4,000 Est. Cost $57.19 Unrealized +49.4%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $416 Shares 6,515 Est. Cost $58.23 Unrealized
CMA COMERICA INC 0.1%
Value ($000) $401 Shares 4,185 Est. Cost $66.87 Unrealized 0.0%
MRK MERCK & CO INC 0.1%
Value ($000) $395 Shares 7,256 Est. Cost $31.26 Unrealized +35.2%
ALLERGAN PLC 0.1%
Value ($000) $381 Shares 2,264 Est. Cost $214.36 Unrealized
BAC BANK AMER CORP 0.1%
Value ($000) $379 Shares 12,654 Est. Cost $14.14 Unrealized +84.4%
INDIA FD INC 0.1%
Value ($000) $371 Shares 15,058 Est. Cost $19.16 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $367 Shares 5,378 Est. Cost $44.00 Unrealized +34.1%
ROCKWELL COLLINS INC 0.1%
Value ($000) $362 Shares 2,683 Est. Cost $85.01 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $356 Shares 6,207 Est. Cost $22.34 Unrealized +143.3%
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $355 Shares 5,830 Est. Cost $17.31 Unrealized +158.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $355 Shares 5,703 Est. Cost $29.16 Unrealized +25.4%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $352 Shares 5,377 Est. Cost $72.53 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $347 Shares 1,892 Est. Cost $149.02 Unrealized
NWL NEWELL BRANDS INC 0.1%
Value ($000) $343 Shares 13,458 Est. Cost $33.44 Unrealized -41.4%
NVS NOVARTIS A G 0.1%
Value ($000) $342 Shares 4,231 Est. Cost $85.09 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $318 Shares 1,588 Est. Cost $117.31 Unrealized +20.1%
EFA ISHARES TR 0.1%
Value ($000) $311 Shares 4,467 Est. Cost $58.55 Unrealized
CYRUSONE INC 0.1%
Value ($000) $310 Shares 6,045 Est. Cost $44.67 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $306 Shares 2,857 Est. Cost $110.84 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $301 Shares 4,756 Est. Cost $40.78 Unrealized +17.9%
RYN RAYONIER INC 0.1%
Value ($000) $296 Shares 8,404 Est. Cost $35.51 Unrealized
BB&T CORP 0.1%
Value ($000) $286 Shares 5,501 Est. Cost $47.08 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $270 Shares 3,355 Est. Cost $65.14 Unrealized +8.4%
LW LAMB WESTON HLDGS INC 0.1%
Value ($000) $264 Shares 4,527 Est. Cost $38.66 Unrealized +30.3%
CELGENE CORP 0.1%
Value ($000) $258 Shares 2,892 Est. Cost $108.94 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $253 Shares 2,013 Est. Cost $127.25 Unrealized
STOT SSGA ACTIVE TR 0.1%
Value ($000) $251 Shares 5,105 Est. Cost $49.54 Unrealized
CDK GLOBAL INC 0.1%
Value ($000) $246 Shares 3,881 Est. Cost $71.37 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $243 Shares 2,143 Est. Cost $84.39 Unrealized +16.8%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $240 Shares 7,554 Est. Cost $38.10 Unrealized -31.5%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $237 Shares 2,532 Est. Cost $77.43 Unrealized +12.1%
WYNDHAM WORLDWIDE CORP 0.1%
Value ($000) $236 Shares 2,063 Est. Cost $100.56 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $236 Shares 3,121 Est. Cost $86.55 Unrealized
VCR VANGUARD WORLD FDS 0.1%
Value ($000) $236 Shares 1,489 Est. Cost $138.35 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $236 Shares 2,167 Est. Cost $88.18 Unrealized +1.2%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $232 Shares 1,419 Est. Cost $27.54 Unrealized +15.1%
IWF ISHARES TR 0.1%
Value ($000) $228 Shares 1,673 Est. Cost $119.01 Unrealized
MOO VANECK VECTORS ETF TR 0.1%
Value ($000) $226 Shares 3,662 Est. Cost $54.89 Unrealized
DOWDUPONT INC 0.1%
Value ($000) $226 Shares 3,543 Est. Cost $68.49 Unrealized
CX CEMEX SAB DE CV 0.1%
Value ($000) $225 Shares 34,015 Est. Cost $10.29 Unrealized
BKR BAKER HUGHES A GE CO 0.1%
Value ($000) $224 Shares 8,061 Est. Cost $28.18 Unrealized -13.0%
MTUM ISHARES TR 0.1%
Value ($000) $224 Shares 2,116 Est. Cost $95.66 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $221 Shares 3,889 Est. Cost $32.05 Unrealized +9.2%
EVANS BANCORP INC 0.1%
Value ($000) $218 Shares 4,823 Est. Cost $43.13 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $218 Shares 5,219 Est. Cost $32.00 Unrealized +12.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $216 Shares 1,009 Est. Cost $201.13 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value ($000) $213 Shares 1,586 Est. Cost $100.79 Unrealized +12.2%
IBB ISHARES TR 0.0%
Value ($000) $205 Shares 1,917 Est. Cost $182.40 Unrealized
CERNER CORP 0.0%
Value ($000) $204 Shares 3,511 Est. Cost $67.50 Unrealized
SNY SANOFI 0.0%
Value ($000) $203 Shares 5,071 Est. Cost $40.03 Unrealized
ECH ISHARES INC 0.0%
Value ($000) $200 Shares 3,772 Est. Cost $53.02 Unrealized