WEATHERLY ASSET MANAGEMENT L. P. Diversified Active

CIK: 0000934745 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 31, 2019

Total Value ($000): $501,863 (99.9% shares, 0.1% debt)

Holdings (189)

LLY LILLY ELI & CO 7.2%
Value ($000) $36,247 Shares 327,170 Est. Cost $43.10 Unrealized +150.6%
NFLX NETFLIX INC 6.7%
Value ($000) $33,808 Shares 92,041 Est. Cost $8.00 Unrealized +351.2%
AMZN AMAZON COM INC 5.9%
Value ($000) $29,830 Shares 15,753 Est. Cost $36.57 Unrealized +154.7%
AAPL APPLE INC 5.6%
Value ($000) $28,136 Shares 142,156 Est. Cost $26.10 Unrealized +78.6%
CGW INVESCO EXCHNG TRADED FD TR 3.2%
Value ($000) $16,270 Shares 434,557 Est. Cost $34.83 Unrealized
XBI SPDR SERIES TRUST 2.8%
Value ($000) $13,948 Shares 159,024 Est. Cost $81.04 Unrealized
MSFT MICROSOFT CORP 2.7%
Value ($000) $13,786 Shares 102,914 Est. Cost $56.83 Unrealized +110.3%
ADBE ADOBE INC 2.7%
Value ($000) $13,608 Shares 46,182 Est. Cost $46.71 Unrealized +494.6%
SBUX STARBUCKS CORP 2.5%
Value ($000) $12,375 Shares 147,626 Est. Cost $33.42 Unrealized +103.3%
HD HOME DEPOT INC 2.2%
Value ($000) $10,890 Shares 52,363 Est. Cost $69.14 Unrealized +145.2%
WM WASTE MGMT INC DEL 2.0%
Value ($000) $10,069 Shares 87,274 Est. Cost $37.67 Unrealized +158.1%
PYPL PAYPAL HLDGS INC 2.0%
Value ($000) $9,995 Shares 87,320 Est. Cost $47.61 Unrealized +132.3%
T AT&T INC 1.8%
Value ($000) $8,938 Shares 266,714 Est. Cost $12.96 Unrealized +16.4%
DIS DISNEY WALT CO 1.8%
Value ($000) $8,875 Shares 63,554 Est. Cost $95.35 Unrealized +34.2%
ITOT ISHARES TR 1.5%
Value ($000) $7,620 Shares 114,367 Est. Cost $63.27 Unrealized
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $7,453 Shares 53,511 Est. Cost $68.85 Unrealized +66.7%
V VISA INC 1.4%
Value ($000) $6,815 Shares 39,266 Est. Cost $118.31 Unrealized +32.1%
GOOGL ALPHABET INC 1.2%
Value ($000) $6,242 Shares 5,765 Est. Cost $41.83 Unrealized +37.3%
BA BOEING CO 1.2%
Value ($000) $5,844 Shares 16,055 Est. Cost $154.23 Unrealized +131.6%
REALITY SHS ETF TR 1.1%
Value ($000) $5,622 Shares 242,306 Est. Cost $22.59 Unrealized
INTC INTEL CORP 1.0%
Value ($000) $5,083 Shares 106,175 Est. Cost $23.66 Unrealized +82.1%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $5,052 Shares 88,425 Est. Cost $32.18 Unrealized +24.4%
CYBERARK SOFTWARE LTD 1.0%
Value ($000) $4,920 Shares 38,486 Est. Cost $88.69 Unrealized
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $4,739 Shares 17,932 Est. Cost $137.39 Unrealized +64.9%
IWR ISHARES TR 0.9%
Value ($000) $4,720 Shares 84,483 Est. Cost $72.88 Unrealized
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $4,580 Shares 41,768 Est. Cost $63.68 Unrealized +42.1%
CSCO CISCO SYS INC 0.9%
Value ($000) $4,542 Shares 82,985 Est. Cost $17.54 Unrealized +157.5%
GD GENERAL DYNAMICS CORP 0.8%
Value ($000) $4,179 Shares 22,982 Est. Cost $136.62 Unrealized +8.1%
ROYAL DUTCH SHELL PLC 0.8%
Value ($000) $4,085 Shares 62,772 Est. Cost $61.19 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $3,960 Shares 16,229 Est. Cost $229.28 Unrealized -6.0%
META FACEBOOK INC 0.7%
Value ($000) $3,687 Shares 19,104 Est. Cost $94.54 Unrealized +91.9%
QCOM QUALCOMM INC 0.7%
Value ($000) $3,569 Shares 46,919 Est. Cost $45.42 Unrealized +38.0%
KMB KIMBERLY CLARK CORP 0.7%
Value ($000) $3,535 Shares 26,526 Est. Cost $78.49 Unrealized +30.2%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $3,263 Shares 8,975 Est. Cost $172.79 Unrealized +61.9%
HRL HORMEL FOODS CORP 0.6%
Value ($000) $3,255 Shares 80,285 Est. Cost $24.42 Unrealized +39.0%
TOTAL S A 0.6%
Value ($000) $3,228 Shares 57,851 Est. Cost $51.01 Unrealized
NKE NIKE INC 0.6%
Value ($000) $3,107 Shares 37,012 Est. Cost $48.83 Unrealized +57.9%
ROK ROCKWELL AUTOMATION INC 0.6%
Value ($000) $3,028 Shares 18,480 Est. Cost $132.39 Unrealized +13.2%
INGERSOLL-RAND PLC 0.6%
Value ($000) $2,923 Shares 23,073 Est. Cost $55.52 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.6%
Value ($000) $2,917 Shares 71,505 Est. Cost $30.37 Unrealized +12.3%
RAYTHEON CO 0.5%
Value ($000) $2,595 Shares 14,926 Est. Cost $179.62 Unrealized
CNI CANADIAN NATL RY CO 0.5%
Value ($000) $2,586 Shares 27,959 Est. Cost $62.33 Unrealized +30.0%
TOTL SSGA ACTIVE ETF TR 0.5%
Value ($000) $2,572 Shares 52,424 Est. Cost $48.96 Unrealized
IXUS ISHARES TR 0.5%
Value ($000) $2,531 Shares 43,154 Est. Cost $59.28 Unrealized
ABT ABBOTT LABS 0.5%
Value ($000) $2,527 Shares 30,050 Est. Cost $36.51 Unrealized +92.3%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $2,439 Shares 34,032 Est. Cost $44.38 Unrealized +37.1%
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,437 Shares 26,303 Est. Cost $49.28 Unrealized
MMM 3M CO 0.5%
Value ($000) $2,430 Shares 14,017 Est. Cost $80.46 Unrealized +49.9%
ENZL ISHARES TR 0.5%
Value ($000) $2,400 Shares 44,953 Est. Cost $46.61 Unrealized
IP INTL PAPER CO 0.5%
Value ($000) $2,341 Shares 54,045 Est. Cost $35.01 Unrealized -10.4%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $2,293 Shares 16,628 Est. Cost $110.68 Unrealized -10.9%
SAP SAP SE 0.4%
Value ($000) $2,194 Shares 16,036 Est. Cost $73.62 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $2,158 Shares 10,121 Est. Cost $149.40 Unrealized +38.5%
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $2,126 Shares 10,667 Est. Cost $68.20 Unrealized +154.2%
BAX BAXTER INTL INC 0.4%
Value ($000) $2,121 Shares 25,900 Est. Cost $31.05 Unrealized +120.6%
GOOG ALPHABET INC 0.4%
Value ($000) $2,110 Shares 1,952 Est. Cost $40.14 Unrealized +42.6%
TGT TARGET CORP 0.4%
Value ($000) $2,098 Shares 24,229 Est. Cost $43.51 Unrealized +55.6%
TSN TYSON FOODS INC 0.4%
Value ($000) $2,017 Shares 24,984 Est. Cost $50.32 Unrealized +26.7%
IVV ISHARES TR 0.4%
Value ($000) $1,999 Shares 6,783 Est. Cost $261.51 Unrealized
NTR NUTRIEN LTD 0.4%
Value ($000) $1,932 Shares 36,134 Est. Cost $38.37 Unrealized +8.5%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,903 Shares 15,289 Est. Cost $65.54 Unrealized +37.7%
HAL HALLIBURTON CO 0.4%
Value ($000) $1,875 Shares 82,455 Est. Cost $37.62 Unrealized -39.7%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $1,696 Shares 15,174 Est. Cost $43.26 Unrealized +112.7%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,668 Shares 21,765 Est. Cost $53.72 Unrealized +5.9%
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,667 Shares 30,595 Est. Cost $53.17 Unrealized -18.0%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,588 Shares 26,027 Est. Cost $42.18 Unrealized +16.7%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $1,560 Shares 8,446 Est. Cost $119.02 Unrealized +37.5%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $1,548 Shares 36,618 Est. Cost $25.52 Unrealized +39.3%
WMT WALMART INC 0.3%
Value ($000) $1,541 Shares 13,943 Est. Cost $22.01 Unrealized +42.2%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,523 Shares 8,722 Est. Cost $95.35 Unrealized +45.4%
ALL ALLSTATE CORP 0.3%
Value ($000) $1,519 Shares 14,940 Est. Cost $49.75 Unrealized +67.8%
UNILEVER PLC 0.3%
Value ($000) $1,477 Shares 23,829 Est. Cost $54.33 Unrealized
MCK MCKESSON CORP 0.3%
Value ($000) $1,475 Shares 10,973 Est. Cost $107.07 Unrealized +11.0%
BLACKROCK INC 0.3%
Value ($000) $1,434 Shares 3,055 Est. Cost $385.56 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,406 Shares 6,901 Est. Cost $24.48 Unrealized +52.8%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,398 Shares 6,731 Est. Cost $77.59 Unrealized +118.8%
SYMANTEC CORP 0.3%
Value ($000) $1,397 Shares 64,191 Est. Cost $31.96 Unrealized
CAT CATERPILLAR INC DEL 0.3%
Value ($000) $1,386 Shares 10,171 Est. Cost $63.45 Unrealized +80.8%
DEO DIAGEO P L C 0.3%
Value ($000) $1,369 Shares 7,947 Est. Cost $114.70 Unrealized
IJH ISHARES TR 0.3%
Value ($000) $1,359 Shares 6,996 Est. Cost $150.79 Unrealized
PFF ISHARES TR 0.3%
Value ($000) $1,349 Shares 36,607 Est. Cost $39.28 Unrealized
CSX CSX CORP 0.3%
Value ($000) $1,317 Shares 17,020 Est. Cost $7.98 Unrealized +195.1%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1,301 Shares 2,839 Est. Cost $54.79 Unrealized +157.2%
AWR AMERICAN STS WTR CO 0.3%
Value ($000) $1,272 Shares 16,905 Est. Cost $34.06 Unrealized +86.5%
PFE PFIZER INC 0.3%
Value ($000) $1,267 Shares 29,259 Est. Cost $17.94 Unrealized +62.9%
FHLC FIDELITY 0.2%
Value ($000) $1,153 Shares 25,625 Est. Cost $35.46 Unrealized
DXCM DEXCOM INC 0.2%
Value ($000) $1,129 Shares 7,533 Est. Cost $18.57 Unrealized +69.2%
ORCL ORACLE CORP 0.2%
Value ($000) $1,120 Shares 19,653 Est. Cost $38.34 Unrealized +28.2%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1,106 Shares 23,374 Est. Cost $35.08 Unrealized +11.4%
KO COCA COLA CO 0.2%
Value ($000) $1,088 Shares 21,363 Est. Cost $28.14 Unrealized +41.9%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $1,071 Shares 14,349 Est. Cost $61.81 Unrealized +14.4%
DE DEERE & CO 0.2%
Value ($000) $1,030 Shares 6,218 Est. Cost $71.96 Unrealized +96.5%
GENERAL ELECTRIC CO 0.2%
Value ($000) $1,005 Shares 95,732 Est. Cost $24.61 Unrealized
ALLE ALLEGION PUB LTD CO 0.2%
Value ($000) $1,004 Shares 9,083 Est. Cost $38.52 Unrealized +138.6%
MINT PIMCO ETF TR 0.2%
Value ($000) $982 Shares 9,653 Est. Cost $101.03 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $977 Shares 3,336 Est. Cost $193.77 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $933 Shares 26,210 Est. Cost $31.80 Unrealized
NUVASIVE INC 0.2%
Value ($000) $924 Shares 15,780 Est. Cost $30.23 Unrealized
GSY INVESCO ACTIVELY MANAGD ETF 0.2%
Value ($000) $907 Shares 17,999 Est. Cost $50.23 Unrealized
FDX FEDEX CORP 0.2%
Value ($000) $876 Shares 5,335 Est. Cost $130.74 Unrealized +18.4%
DVY ISHARES TR 0.2%
Value ($000) $858 Shares 8,622 Est. Cost $64.42 Unrealized
GLW CORNING INC 0.2%
Value ($000) $854 Shares 25,691 Est. Cost $15.81 Unrealized +68.3%
NOW SERVICENOW INC 0.2%
Value ($000) $843 Shares 3,070 Est. Cost $19.67 Unrealized +167.2%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $836 Shares 6,274 Est. Cost $118.34 Unrealized
JACOBS ENGR GROUP INC 0.2%
Value ($000) $835 Shares 9,889 Est. Cost $52.99 Unrealized
JPST JP MORGAN EXCHANGE TRADED FD 0.2%
Value ($000) $835 Shares 16,577 Est. Cost $50.17 Unrealized
WIP SPDR SERIES TRUST 0.2%
Value ($000) $828 Shares 14,904 Est. Cost $50.30 Unrealized
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $802 Shares 7,925 Est. Cost $79.68 Unrealized +16.2%
ALK ALASKA AIR GROUP INC 0.2%
Value ($000) $780 Shares 12,211 Est. Cost $64.14 Unrealized -7.0%
IWB ISHARES TR 0.2%
Value ($000) $768 Shares 4,720 Est. Cost $93.09 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $755 Shares 3,693 Est. Cost $109.77 Unrealized +53.2%
PSX PHILLIPS 66 0.1%
Value ($000) $735 Shares 7,856 Est. Cost $42.37 Unrealized +61.7%
MDT MEDTRONIC PLC 0.1%
Value ($000) $732 Shares 7,517 Est. Cost $59.21 Unrealized +28.7%
FLOT ISHARES TR 0.1%
Value ($000) $698 Shares 13,710 Est. Cost $50.88 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $688 Shares 59,258 Est. Cost $24.68 Unrealized -56.5%
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $674 Shares 5,780 Est. Cost $112.53 Unrealized
INTU INTUIT 0.1%
Value ($000) $664 Shares 2,542 Est. Cost $207.32 Unrealized +17.4%
MRK MERCK & CO INC 0.1%
Value ($000) $646 Shares 7,704 Est. Cost $32.95 Unrealized +88.5%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $625 Shares 8,855 Est. Cost $62.23 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $616 Shares 3,344 Est. Cost $116.60 Unrealized +25.4%
ABBV ABBVIE INC 0.1%
Value ($000) $605 Shares 8,317 Est. Cost $32.65 Unrealized +81.9%
HSY HERSHEY CO 0.1%
Value ($000) $604 Shares 4,505 Est. Cost $73.64 Unrealized +47.9%
SNY SANOFI 0.1%
Value ($000) $601 Shares 13,889 Est. Cost $41.32 Unrealized
SRE SEMPRA ENERGY 0.1%
Value ($000) $544 Shares 3,961 Est. Cost $27.85 Unrealized +89.8%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $535 Shares 2,863 Est. Cost $171.99 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $485 Shares 3,809 Est. Cost $93.11 Unrealized
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $481 Shares 9,505 Est. Cost $50.08 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $477 Shares 6,166 Est. Cost $66.03 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $475 Shares 16,451 Est. Cost $44.59 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $470 Shares 2,501 Est. Cost $80.02 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $458 Shares 2,204 Est. Cost $197.92 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $456 Shares 7,390 Est. Cost $46.01 Unrealized
RY ROYAL BK CDA MONTREAL QUE 0.1%
Value ($000) $454 Shares 5,715 Est. Cost $59.71 Unrealized +30.9%
MA MASTERCARD INC 0.1%
Value ($000) $429 Shares 1,621 Est. Cost $209.62 Unrealized +15.1%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $428 Shares 3,290 Est. Cost $118.83 Unrealized
ACWI ISHARES TR 0.1%
Value ($000) $426 Shares 5,778 Est. Cost $57.83 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $417 Shares 1,548 Est. Cost $269.38 Unrealized
TAP MOLSON COORS BREWING CO 0.1%
Value ($000) $406 Shares 7,242 Est. Cost $80.63 Unrealized -39.4%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $396 Shares 5,037 Est. Cost $51.31 Unrealized +13.6%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $394 Shares 9,916 Est. Cost $52.91 Unrealized -36.4%
PSA PUBLIC STORAGE 0.1%
Value ($000) $381 Shares 1,599 Est. Cost $117.31 Unrealized +48.2%
IWF ISHARES TR 0.1%
Value ($000) $376 Shares 2,390 Est. Cost $122.86 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $375 Shares 3,632 Est. Cost $58.40 Unrealized +37.3%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $353 Shares 2,082 Est. Cost $154.01 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $353 Shares 2,611 Est. Cost $78.59 Unrealized +47.3%
CYRUSONE INC 0.1%
Value ($000) $349 Shares 6,045 Est. Cost $44.67 Unrealized
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $349 Shares 4,361 Est. Cost $18.69 Unrealized +239.5%
EMR EMERSON ELEC CO 0.1%
Value ($000) $344 Shares 5,163 Est. Cost $44.74 Unrealized +28.4%
TSLA TESLA INC 0.1%
Value ($000) $336 Shares 1,502 Est. Cost $11.72 Unrealized +32.8%
CI CIGNA CORP NEW 0.1%
Value ($000) $334 Shares 2,118 Est. Cost $190.77 Unrealized -24.9%
ITRI ITRON INC 0.1%
Value ($000) $332 Shares 5,306 Est. Cost $42.64 Unrealized +30.3%
BAC BANK AMER CORP 0.1%
Value ($000) $327 Shares 11,269 Est. Cost $17.04 Unrealized +43.8%
BIV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $322 Shares 3,727 Est. Cost $86.40 Unrealized
INDIA FD INC 0.1%
Value ($000) $319 Shares 15,005 Est. Cost $19.16 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $318 Shares 6,752 Est. Cost $41.85 Unrealized -8.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $318 Shares 1,554 Est. Cost $28.19 Unrealized +48.3%
VEA VANGUARD TAX MANAGED INTL FD 0.1%
Value ($000) $318 Shares 7,629 Est. Cost $41.68 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $317 Shares 11,940 Est. Cost $17.95 Unrealized +23.7%
ALLERGAN PLC 0.1%
Value ($000) $317 Shares 1,892 Est. Cost $212.98 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $314 Shares 2,821 Est. Cost $110.34 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.1%
Value ($000) $311 Shares 6,955 Est. Cost $31.31 Unrealized +23.8%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $297 Shares 5,857 Est. Cost $22.34 Unrealized +112.9%
SHY ISHARES TR 0.1%
Value ($000) $297 Shares 3,509 Est. Cost $84.64 Unrealized
NVS NOVARTIS A G 0.1%
Value ($000) $295 Shares 3,235 Est. Cost $85.14 Unrealized
IGE ISHARES TR 0.1%
Value ($000) $295 Shares 9,614 Est. Cost $38.24 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $292 Shares 2,529 Est. Cost $116.69 Unrealized +1.2%
FLR FLUOR CORP NEW 0.1%
Value ($000) $278 Shares 8,250 Est. Cost $53.56 Unrealized -39.5%
WESTROCK CO 0.1%
Value ($000) $260 Shares 7,125 Est. Cost $36.49 Unrealized
BKNG BOOKING HLDGS INC 0.1%
Value ($000) $257 Shares 137 Est. Cost $1933.58 Unrealized -8.6%
HMC HONDA MOTOR LTD 0.1%
Value ($000) $254 Shares 9,830 Est. Cost $32.23 Unrealized
LW LAMB WESTON HLDGS INC 0.1%
Value ($000) $253 Shares 3,986 Est. Cost $38.66 Unrealized +54.0%
MTUM ISHARES TR 0.1%
Value ($000) $251 Shares 2,116 Est. Cost $95.66 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $249 Shares 4,612 Est. Cost $38.76 Unrealized +13.8%
CMA COMERICA INC 0.0%
Value ($000) $245 Shares 3,375 Est. Cost $66.87 Unrealized -19.7%
LQD ISHARES TR 0.0%
Value ($000) $244 Shares 1,961 Est. Cost $118.82 Unrealized
BB&T CORP 0.0%
Value ($000) $243 Shares 4,943 Est. Cost $47.08 Unrealized
RYN RAYONIER INC 0.0%
Value ($000) $243 Shares 8,019 Est. Cost $35.51 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $243 Shares 13,715 Est. Cost $20.34 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $242 Shares 3,516 Est. Cost $41.66 Unrealized +5.3%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $239 Shares 1,446 Est. Cost $121.16 Unrealized +16.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $231 Shares 4,886 Est. Cost $29.19 Unrealized +5.9%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $227 Shares 1,341 Est. Cost $138.09 Unrealized +7.0%
MOO VANECK VECTORS ETF TR 0.0%
Value ($000) $227 Shares 3,392 Est. Cost $62.21 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $227 Shares 2,049 Est. Cost $110.79 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $216 Shares 3,405 Est. Cost $65.05 Unrealized -8.7%
CERNER CORP 0.0%
Value ($000) $212 Shares 2,890 Est. Cost $73.36 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $209 Shares 1,917 Est. Cost $111.63 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $207 Shares 1,795 Est. Cost $113.04 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $205 Shares 4,511 Est. Cost $40.74 Unrealized -11.4%