WEATHERLY ASSET MANAGEMENT L. P. Diversified Active

CIK: 0000934745 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 8, 2018

Total Value ($000): $487,339 (99.9% shares, 0.1% debt)

Holdings (191)

NFLX NETFLIX INC 7.6%
Value ($000) $37,044 Shares 99,013 Est. Cost $8.00 Unrealized +353.9%
LLY LILLY ELI & CO 7.2%
Value ($000) $35,130 Shares 327,370 Est. Cost $43.10 Unrealized +109.5%
AAPL APPLE INC 6.7%
Value ($000) $32,611 Shares 144,461 Est. Cost $26.10 Unrealized +88.8%
AMZN AMAZON COM INC 6.4%
Value ($000) $31,271 Shares 15,612 Est. Cost $34.90 Unrealized +169.4%
CGW INVESCO EXCHNG TRADED FD TR 3.0%
Value ($000) $14,733 Shares 422,365 Est. Cost $34.88 Unrealized
XBI SPDR SERIES TRUST 2.9%
Value ($000) $14,178 Shares 147,892 Est. Cost $80.64 Unrealized
ADBE ADOBE SYS INC 2.6%
Value ($000) $12,679 Shares 46,968 Est. Cost $44.63 Unrealized +477.8%
HD HOME DEPOT INC 2.2%
Value ($000) $10,895 Shares 52,597 Est. Cost $60.69 Unrealized +176.7%
MSFT MICROSOFT CORP 2.0%
Value ($000) $9,833 Shares 85,980 Est. Cost $46.84 Unrealized +115.2%
SBUX STARBUCKS CORP 1.8%
Value ($000) $8,715 Shares 153,328 Est. Cost $33.42 Unrealized +34.9%
T AT&T INC 1.8%
Value ($000) $8,605 Shares 256,266 Est. Cost $12.86 Unrealized +12.6%
PYPL PAYPAL HLDGS INC 1.6%
Value ($000) $7,887 Shares 89,784 Est. Cost $47.61 Unrealized +84.5%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $7,285 Shares 52,727 Est. Cost $66.83 Unrealized +61.7%
WM WASTE MGMT INC DEL 1.5%
Value ($000) $7,079 Shares 78,339 Est. Cost $31.53 Unrealized +148.2%
GOOGL ALPHABET INC 1.4%
Value ($000) $6,587 Shares 5,457 Est. Cost $41.02 Unrealized +46.5%
ITOT ISHARES TR 1.3%
Value ($000) $6,393 Shares 95,953 Est. Cost $63.46 Unrealized
REALITY SHS ETF TR 1.2%
Value ($000) $6,031 Shares 254,740 Est. Cost $22.59 Unrealized
IWR ISHARES TR 1.2%
Value ($000) $5,919 Shares 26,842 Est. Cost $150.28 Unrealized
DIS DISNEY WALT CO 1.1%
Value ($000) $5,582 Shares 47,735 Est. Cost $89.72 Unrealized +18.8%
BA BOEING CO 1.1%
Value ($000) $5,433 Shares 14,610 Est. Cost $130.08 Unrealized +160.7%
GD GENERAL DYNAMICS CORP 1.1%
Value ($000) $5,429 Shares 26,518 Est. Cost $136.62 Unrealized +21.0%
INTC INTEL CORP 1.0%
Value ($000) $4,632 Shares 97,939 Est. Cost $21.82 Unrealized +90.3%
QCOM QUALCOMM INC 0.9%
Value ($000) $4,618 Shares 64,119 Est. Cost $45.42 Unrealized +20.3%
CSCO CISCO SYS INC 0.8%
Value ($000) $4,116 Shares 84,609 Est. Cost $16.12 Unrealized +123.6%
HAL HALLIBURTON CO 0.8%
Value ($000) $4,046 Shares 99,824 Est. Cost $37.62 Unrealized -5.4%
KMB KIMBERLY CLARK CORP 0.8%
Value ($000) $3,851 Shares 33,888 Est. Cost $78.49 Unrealized +10.3%
META FACEBOOK INC 0.8%
Value ($000) $3,665 Shares 22,288 Est. Cost $94.54 Unrealized +90.2%
V VISA INC 0.7%
Value ($000) $3,652 Shares 24,330 Est. Cost $105.51 Unrealized +28.0%
TOTAL S A 0.7%
Value ($000) $3,597 Shares 55,865 Est. Cost $50.70 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.7%
Value ($000) $3,573 Shares 71,080 Est. Cost $30.24 Unrealized +30.5%
ROK ROCKWELL AUTOMATION INC 0.7%
Value ($000) $3,527 Shares 18,810 Est. Cost $132.39 Unrealized +18.0%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $3,323 Shares 9,606 Est. Cost $172.79 Unrealized +52.9%
RAYTHEON CO 0.7%
Value ($000) $3,235 Shares 15,652 Est. Cost $179.62 Unrealized
HRL HORMEL FOODS CORP 0.7%
Value ($000) $3,206 Shares 81,360 Est. Cost $24.42 Unrealized +29.3%
NKE NIKE INC 0.6%
Value ($000) $3,151 Shares 37,197 Est. Cost $48.83 Unrealized +49.5%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $3,139 Shares 58,795 Est. Cost $28.78 Unrealized +23.8%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $3,022 Shares 36,303 Est. Cost $60.92 Unrealized +11.3%
MMM 3M CO 0.6%
Value ($000) $2,812 Shares 13,346 Est. Cost $77.63 Unrealized +70.3%
EFAV ISHARES TR 0.6%
Value ($000) $2,808 Shares 38,565 Est. Cost $65.24 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $2,735 Shares 18,085 Est. Cost $110.68 Unrealized -8.5%
CNI CANADIAN NATL RY CO 0.5%
Value ($000) $2,639 Shares 29,387 Est. Cost $62.33 Unrealized +21.9%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $2,639 Shares 11,233 Est. Cost $89.19 Unrealized +127.7%
CVS CVS HEALTH CORP 0.5%
Value ($000) $2,569 Shares 32,638 Est. Cost $53.17 Unrealized +6.3%
IXUS ISHARES TR 0.5%
Value ($000) $2,471 Shares 40,977 Est. Cost $59.56 Unrealized
ROYAL DUTCH SHELL PLC 0.5%
Value ($000) $2,437 Shares 35,764 Est. Cost $61.38 Unrealized
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,417 Shares 25,402 Est. Cost $47.60 Unrealized
INGERSOLL-RAND PLC 0.5%
Value ($000) $2,383 Shares 23,294 Est. Cost $55.52 Unrealized
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $2,359 Shares 35,232 Est. Cost $44.38 Unrealized +26.1%
TGT TARGET CORP 0.5%
Value ($000) $2,337 Shares 26,492 Est. Cost $43.51 Unrealized +56.2%
ABT ABBOTT LABS 0.5%
Value ($000) $2,315 Shares 31,557 Est. Cost $36.51 Unrealized +58.4%
ENZL ISHARES TR 0.5%
Value ($000) $2,234 Shares 45,974 Est. Cost $46.61 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $2,226 Shares 1,865 Est. Cost $39.13 Unrealized +51.9%
IP INTL PAPER CO 0.4%
Value ($000) $2,185 Shares 44,452 Est. Cost $35.99 Unrealized -1.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $2,152 Shares 10,051 Est. Cost $149.40 Unrealized +37.3%
NTR NUTRIEN LTD 0.4%
Value ($000) $2,120 Shares 36,745 Est. Cost $38.37 Unrealized +12.3%
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $2,119 Shares 11,742 Est. Cost $68.20 Unrealized +115.8%
COP CONOCOPHILLIPS 0.4%
Value ($000) $2,104 Shares 27,182 Est. Cost $42.18 Unrealized +33.6%
BAX BAXTER INTL INC 0.4%
Value ($000) $2,096 Shares 27,195 Est. Cost $31.05 Unrealized +109.1%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $2,020 Shares 16,515 Est. Cost $65.54 Unrealized +34.1%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,982 Shares 23,307 Est. Cost $53.72 Unrealized +8.3%
TOTL SSGA ACTIVE ETF TR 0.4%
Value ($000) $1,975 Shares 41,794 Est. Cost $49.13 Unrealized
SAP SAP SE 0.4%
Value ($000) $1,970 Shares 16,020 Est. Cost $73.62 Unrealized
TSN TYSON FOODS INC 0.4%
Value ($000) $1,780 Shares 29,905 Est. Cost $50.32 Unrealized +1.0%
CAT CATERPILLAR INC DEL 0.4%
Value ($000) $1,772 Shares 11,623 Est. Cost $62.95 Unrealized +91.4%
SYMANTEC CORP 0.4%
Value ($000) $1,725 Shares 81,049 Est. Cost $31.96 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $1,685 Shares 14,930 Est. Cost $39.67 Unrealized +133.5%
PFF ISHARES TR 0.3%
Value ($000) $1,660 Shares 44,701 Est. Cost $39.28 Unrealized
BLACKROCK INC 0.3%
Value ($000) $1,638 Shares 3,475 Est. Cost $385.56 Unrealized
MCK MCKESSON CORP 0.3%
Value ($000) $1,632 Shares 12,300 Est. Cost $107.07 Unrealized +15.0%
ALL ALLSTATE CORP 0.3%
Value ($000) $1,583 Shares 16,040 Est. Cost $49.75 Unrealized +65.0%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,532 Shares 6,801 Est. Cost $23.81 Unrealized +52.9%
IJH ISHARES TR 0.3%
Value ($000) $1,481 Shares 7,358 Est. Cost $138.04 Unrealized
FDX FEDEX CORP 0.3%
Value ($000) $1,472 Shares 6,113 Est. Cost $130.74 Unrealized +62.3%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $1,450 Shares 8,517 Est. Cost $118.36 Unrealized +26.1%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,423 Shares 8,551 Est. Cost $94.43 Unrealized +28.8%
GENERAL ELECTRIC CO 0.3%
Value ($000) $1,377 Shares 122,008 Est. Cost $24.61 Unrealized
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $1,346 Shares 38,017 Est. Cost $25.52 Unrealized +15.0%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $1,323 Shares 25,175 Est. Cost $35.08 Unrealized +32.6%
PFE PFIZER INC 0.3%
Value ($000) $1,321 Shares 29,983 Est. Cost $17.70 Unrealized +56.2%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1,314 Shares 2,888 Est. Cost $54.79 Unrealized +153.0%
MINT PIMCO ETF TR 0.3%
Value ($000) $1,273 Shares 12,532 Est. Cost $101.03 Unrealized
CSX CSX CORP 0.3%
Value ($000) $1,271 Shares 17,170 Est. Cost $7.98 Unrealized +170.3%
WMT WALMART INC 0.3%
Value ($000) $1,250 Shares 13,314 Est. Cost $21.67 Unrealized +26.2%
GSY INVESCO ACTIVELY MANAGD ETF 0.3%
Value ($000) $1,226 Shares 24,410 Est. Cost $50.23 Unrealized
NUVASIVE INC 0.2%
Value ($000) $1,188 Shares 16,743 Est. Cost $30.23 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,168 Shares 6,983 Est. Cost $71.80 Unrealized +87.8%
DEO DIAGEO P L C 0.2%
Value ($000) $1,152 Shares 8,132 Est. Cost $114.70 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,093 Shares 3,760 Est. Cost $193.77 Unrealized
DXCM DEXCOM INC 0.2%
Value ($000) $1,078 Shares 7,533 Est. Cost $18.57 Unrealized +66.9%
AWR AMERICAN STS WTR CO 0.2%
Value ($000) $1,075 Shares 17,580 Est. Cost $34.06 Unrealized +53.5%
ORCL ORACLE CORP 0.2%
Value ($000) $1,069 Shares 20,732 Est. Cost $37.04 Unrealized +17.6%
DE DEERE & CO 0.2%
Value ($000) $1,059 Shares 7,044 Est. Cost $68.28 Unrealized +88.3%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $1,053 Shares 14,923 Est. Cost $61.81 Unrealized +1.5%
FHLC FIDELITY 0.2%
Value ($000) $1,014 Shares 21,674 Est. Cost $34.39 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $991 Shares 21,444 Est. Cost $28.14 Unrealized +29.0%
DVY ISHARES TR 0.2%
Value ($000) $980 Shares 9,820 Est. Cost $64.42 Unrealized
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $973 Shares 69,908 Est. Cost $24.68 Unrealized -44.2%
EXPRESS SCRIPTS HLDG CO 0.2%
Value ($000) $972 Shares 10,229 Est. Cost $75.25 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $944 Shares 8,376 Est. Cost $42.37 Unrealized +103.1%
JPST JP MORGAN EXCHANGE TRADED FD 0.2%
Value ($000) $929 Shares 18,522 Est. Cost $50.16 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $920 Shares 28,935 Est. Cost $31.80 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $904 Shares 3,399 Est. Cost $218.23 Unrealized +5.7%
GLW CORNING INC 0.2%
Value ($000) $895 Shares 25,361 Est. Cost $15.66 Unrealized +69.1%
CYBERARK SOFTWARE LTD 0.2%
Value ($000) $893 Shares 11,190 Est. Cost $79.80 Unrealized
JACOBS ENGR GROUP INC DEL 0.2%
Value ($000) $883 Shares 11,539 Est. Cost $52.99 Unrealized
ALLE ALLEGION PUB LTD CO 0.2%
Value ($000) $843 Shares 9,310 Est. Cost $38.52 Unrealized +99.7%
ABBV ABBVIE INC 0.2%
Value ($000) $833 Shares 8,807 Est. Cost $32.16 Unrealized +115.1%
ALK ALASKA AIR GROUP INC 0.2%
Value ($000) $799 Shares 11,602 Est. Cost $64.49 Unrealized -2.9%
WIP SPDR SERIES TRUST 0.2%
Value ($000) $799 Shares 15,189 Est. Cost $50.30 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $790 Shares 15,483 Est. Cost $50.88 Unrealized
IWB ISHARES TR 0.2%
Value ($000) $775 Shares 4,790 Est. Cost $93.09 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $769 Shares 6,472 Est. Cost $112.53 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $752 Shares 7,648 Est. Cost $59.21 Unrealized +28.8%
FLR FLUOR CORP NEW 0.2%
Value ($000) $750 Shares 12,911 Est. Cost $53.56 Unrealized -3.1%
DOWDUPONT INC 0.2%
Value ($000) $738 Shares 11,473 Est. Cost $65.61 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $734 Shares 3,539 Est. Cost $116.60 Unrealized +35.0%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $707 Shares 6,274 Est. Cost $118.34 Unrealized
ACWI ISHARES TR 0.1%
Value ($000) $697 Shares 9,385 Est. Cost $57.83 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $688 Shares 5,708 Est. Cost $75.61 Unrealized +65.8%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $687 Shares 11,279 Est. Cost $54.33 Unrealized -4.2%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $686 Shares 9,745 Est. Cost $61.64 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $636 Shares 3,423 Est. Cost $171.99 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $625 Shares 7,977 Est. Cost $66.03 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $605 Shares 2,066 Est. Cost $217.71 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $595 Shares 4,702 Est. Cost $93.11 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $593 Shares 20,651 Est. Cost $44.59 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $573 Shares 2,930 Est. Cost $17.85 Unrealized +111.9%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $567 Shares 3,904 Est. Cost $109.77 Unrealized +10.0%
SHIRE PLC 0.1%
Value ($000) $528 Shares 2,913 Est. Cost $184.07 Unrealized
ITRI ITRON INC 0.1%
Value ($000) $528 Shares 8,229 Est. Cost $42.64 Unrealized +47.9%
HSY HERSHEY CO 0.1%
Value ($000) $527 Shares 5,165 Est. Cost $73.64 Unrealized +12.8%
MRK MERCK & CO INC 0.1%
Value ($000) $523 Shares 7,366 Est. Cost $31.55 Unrealized +60.5%
RY ROYAL BK CDA MONTREAL QUE 0.1%
Value ($000) $508 Shares 6,340 Est. Cost $59.71 Unrealized +31.3%
BAC BANK AMER CORP 0.1%
Value ($000) $501 Shares 17,004 Est. Cost $17.04 Unrealized +49.5%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $481 Shares 4,117 Est. Cost $57.93 Unrealized +52.7%
TAP MOLSON COORS BREWING CO 0.1%
Value ($000) $472 Shares 7,680 Est. Cost $80.63 Unrealized -32.7%
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $471 Shares 9,505 Est. Cost $50.08 Unrealized
UNILEVER PLC 0.1%
Value ($000) $467 Shares 8,504 Est. Cost $54.92 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $464 Shares 13,660 Est. Cost $17.95 Unrealized +52.2%
SRE SEMPRA ENERGY 0.1%
Value ($000) $463 Shares 4,068 Est. Cost $27.85 Unrealized +63.6%
IGE ISHARES TR 0.1%
Value ($000) $456 Shares 12,724 Est. Cost $38.24 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.1%
Value ($000) $453 Shares 7,955 Est. Cost $31.31 Unrealized +59.7%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $433 Shares 8,016 Est. Cost $41.85 Unrealized -1.8%
ALLERGAN PLC 0.1%
Value ($000) $433 Shares 2,271 Est. Cost $214.36 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $429 Shares 7,514 Est. Cost $45.04 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $429 Shares 1,620 Est. Cost $11.72 Unrealized +77.7%
HMC HONDA MOTOR LTD 0.1%
Value ($000) $414 Shares 13,772 Est. Cost $32.23 Unrealized
SNY SANOFI 0.1%
Value ($000) $408 Shares 9,131 Est. Cost $40.03 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $406 Shares 5,298 Est. Cost $44.74 Unrealized +38.5%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $399 Shares 4,889 Est. Cost $50.98 Unrealized +8.8%
CYRUSONE INC 0.1%
Value ($000) $383 Shares 6,045 Est. Cost $44.67 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $381 Shares 2,312 Est. Cost $152.79 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $379 Shares 2,501 Est. Cost $80.02 Unrealized
ROCKWELL COLLINS INC 0.1%
Value ($000) $378 Shares 2,694 Est. Cost $85.01 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $366 Shares 5,857 Est. Cost $22.34 Unrealized +138.3%
INDIA FD INC 0.1%
Value ($000) $333 Shares 15,058 Est. Cost $19.16 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $320 Shares 1,588 Est. Cost $117.31 Unrealized +35.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $309 Shares 5,121 Est. Cost $29.16 Unrealized +15.1%
CMA COMERICA INC 0.1%
Value ($000) $304 Shares 3,375 Est. Cost $66.87 Unrealized +0.8%
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $300 Shares 4,230 Est. Cost $17.31 Unrealized +193.2%
EFA ISHARES TR 0.1%
Value ($000) $299 Shares 4,392 Est. Cost $58.55 Unrealized
LW LAMB WESTON HLDGS INC 0.1%
Value ($000) $295 Shares 4,427 Est. Cost $38.66 Unrealized +58.9%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $295 Shares 7,379 Est. Cost $38.10 Unrealized -20.3%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $293 Shares 4,716 Est. Cost $40.78 Unrealized +10.3%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $291 Shares 3,992 Est. Cost $72.53 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $281 Shares 2,013 Est. Cost $127.25 Unrealized
NVS NOVARTIS A G 0.1%
Value ($000) $281 Shares 3,256 Est. Cost $85.09 Unrealized
RYN RAYONIER INC 0.1%
Value ($000) $277 Shares 8,204 Est. Cost $35.51 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $277 Shares 2,532 Est. Cost $77.43 Unrealized +22.0%
BKNG BOOKING HLDGS INC 0.1%
Value ($000) $272 Shares 137 Est. Cost $1933.58 Unrealized +0.2%
VCR VANGUARD WORLD FDS 0.1%
Value ($000) $269 Shares 1,489 Est. Cost $138.35 Unrealized
BB&T CORP 0.1%
Value ($000) $267 Shares 5,501 Est. Cost $47.08 Unrealized
BKR BAKER HUGHES A GE CO 0.1%
Value ($000) $264 Shares 7,811 Est. Cost $28.18 Unrealized -5.0%
OKE ONEOK INC NEW 0.1%
Value ($000) $264 Shares 3,889 Est. Cost $32.05 Unrealized +33.5%
CELGENE CORP 0.1%
Value ($000) $262 Shares 2,931 Est. Cost $108.63 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $261 Shares 1,673 Est. Cost $119.01 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $259 Shares 1,544 Est. Cost $28.19 Unrealized +25.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $259 Shares 3,355 Est. Cost $65.14 Unrealized +7.8%
MTUM ISHARES TR 0.1%
Value ($000) $252 Shares 2,116 Est. Cost $95.66 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $245 Shares 1,506 Est. Cost $100.79 Unrealized +26.8%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $243 Shares 11,983 Est. Cost $33.44 Unrealized -50.4%
MOO VANECK VECTORS ETF TR 0.0%
Value ($000) $241 Shares 3,662 Est. Cost $54.89 Unrealized
INTU INTUIT 0.0%
Value ($000) $240 Shares 1,057 Est. Cost $182.24 Unrealized +12.2%
IBB ISHARES TR 0.0%
Value ($000) $234 Shares 1,917 Est. Cost $182.40 Unrealized
EVANS BANCORP INC 0.0%
Value ($000) $226 Shares 4,823 Est. Cost $43.13 Unrealized
CERNER CORP 0.0%
Value ($000) $226 Shares 3,511 Est. Cost $67.50 Unrealized
CX CEMEX SAB DE CV 0.0%
Value ($000) $212 Shares 30,107 Est. Cost $10.29 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $212 Shares 4,925 Est. Cost $32.00 Unrealized +11.2%
AGG ISHARES TR 0.0%
Value ($000) $207 Shares 1,965 Est. Cost $110.84 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $204 Shares 2,547 Est. Cost $62.52 Unrealized 0.0%
IJS ISHARES TR 0.0%
Value ($000) $201 Shares 1,202 Est. Cost $167.22 Unrealized