HERITAGE INVESTORS MANAGEMENT CORP Diversified Active

CIK: 0000937589 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Apr 17, 2017

Total Value ($000): $1,457,464 (100.0% shares, 0.0% debt)

Holdings (189)

AAPL APPLE INC 3.2%
Value ($000) $46,984 Shares 327,049 Est. Cost $18.24 Unrealized +66.8%
MSFT MICROSOFT CORP 2.1%
Value ($000) $31,096 Shares 472,157 Est. Cost $27.16 Unrealized +113.0%
MDY SPDR S&P MIDCAP 400 ETF TR 2.1%
Value ($000) $30,789 Shares 98,551 Est. Cost $211.25 Unrealized
MAR MARRIOTT INTL INC NEW 2.1%
Value ($000) $30,334 Shares 322,089 Est. Cost $38.53 Unrealized +108.6%
MA MASTERCARD INC 1.9%
Value ($000) $26,979 Shares 239,874 Est. Cost $71.38 Unrealized +46.1%
DIS DISNEY WALT CO 1.8%
Value ($000) $25,977 Shares 229,097 Est. Cost $61.08 Unrealized +68.6%
INTC INTEL CORP 1.7%
Value ($000) $25,325 Shares 702,119 Est. Cost $17.64 Unrealized +68.2%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $25,226 Shares 287,181 Est. Cost $36.97 Unrealized +88.5%
CSCO CISCO SYSTEMS INC 1.7%
Value ($000) $24,640 Shares 728,981 Est. Cost $15.46 Unrealized +59.9%
VB VANGUARD INDEX FUNDS 1.7%
Value ($000) $24,408 Shares 183,130 Est. Cost $95.04 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.6%
Value ($000) $23,536 Shares 135,154 Est. Cost $114.93 Unrealized -0.5%
AXP AMERICAN EXPRESS CO 1.5%
Value ($000) $22,490 Shares 284,291 Est. Cost $60.34 Unrealized +14.6%
XOM EXXON MOBIL CORP 1.5%
Value ($000) $21,805 Shares 265,884 Est. Cost $53.74 Unrealized +4.4%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $21,589 Shares 173,337 Est. Cost $61.64 Unrealized +51.5%
SLB SCHLUMBERGER LTD 1.5%
Value ($000) $21,244 Shares 272,012 Est. Cost $53.87 Unrealized +17.6%
HD HOME DEPOT INC 1.4%
Value ($000) $21,127 Shares 143,885 Est. Cost $56.85 Unrealized +101.2%
CAT CATERPILLAR INC 1.4%
Value ($000) $20,426 Shares 220,203 Est. Cost $61.46 Unrealized +26.4%
UNITED TECHNOLOGIES CORP 1.4%
Value ($000) $20,158 Shares 179,647 Est. Cost $94.55 Unrealized
GENERAL ELECTRIC CO 1.4%
Value ($000) $20,027 Shares 672,033 Est. Cost $23.46 Unrealized
BA BOEING CO 1.4%
Value ($000) $20,023 Shares 113,212 Est. Cost $88.36 Unrealized +79.7%
GOOG ALPHABET INC 1.3%
Value ($000) $19,331 Shares 23,303 Est. Cost $35.61 Unrealized +14.3%
T AT&T INC 1.3%
Value ($000) $19,172 Shares 461,417 Est. Cost $11.53 Unrealized +45.1%
EFA ISHARES 1.3%
Value ($000) $18,916 Shares 303,675 Est. Cost $57.97 Unrealized
GOOGL ALPHABET INC 1.3%
Value ($000) $18,896 Shares 22,288 Est. Cost $36.73 Unrealized +13.6%
PCAR PACCAR INC 1.3%
Value ($000) $18,668 Shares 277,799 Est. Cost $22.01 Unrealized +45.8%
PEP PEPSICO INC 1.3%
Value ($000) $18,478 Shares 165,190 Est. Cost $56.40 Unrealized +45.2%
MCD MCDONALDS CORP 1.3%
Value ($000) $18,369 Shares 141,728 Est. Cost $71.63 Unrealized +42.0%
TROW PRICE T ROWE GROUP INC 1.3%
Value ($000) $18,252 Shares 267,819 Est. Cost $48.65 Unrealized +4.9%
AMGN AMGEN INC 1.2%
Value ($000) $18,109 Shares 110,374 Est. Cost $76.11 Unrealized +67.1%
MLM MARTIN MARIETTA MATLS INC 1.2%
Value ($000) $17,586 Shares 80,577 Est. Cost $99.82 Unrealized +106.8%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $17,560 Shares 360,199 Est. Cost $27.20 Unrealized +15.6%
NKE NIKE INC 1.2%
Value ($000) $17,443 Shares 312,991 Est. Cost $42.50 Unrealized +15.9%
WMT WAL-MART STORES INC 1.2%
Value ($000) $17,144 Shares 237,848 Est. Cost $19.92 Unrealized -0.7%
SYF SYNCHRONY FINANCIAL 1.1%
Value ($000) $16,449 Shares 479,551 Est. Cost $24.13 Unrealized +20.0%
STZ CONSTELLATION BRANDS INC 1.1%
Value ($000) $16,419 Shares 101,306 Est. Cost $50.42 Unrealized +169.7%
CVX CHEVRON CORP 1.1%
Value ($000) $15,399 Shares 143,421 Est. Cost $69.93 Unrealized +9.8%
PM PHILIP MORRIS INTL INC 1.1%
Value ($000) $15,311 Shares 135,614 Est. Cost $49.24 Unrealized +33.2%
BAC BANK OF AMERICA CORP 1.0%
Value ($000) $15,225 Shares 645,414 Est. Cost $10.35 Unrealized +87.3%
MONSANTO CO 1.0%
Value ($000) $15,122 Shares 133,583 Est. Cost $98.67 Unrealized
ZTS ZOETIS INC 1.0%
Value ($000) $14,916 Shares 279,477 Est. Cost $29.52 Unrealized +70.9%
GS GOLDMAN SACHS GROUP INC 1.0%
Value ($000) $14,712 Shares 64,044 Est. Cost $121.58 Unrealized +64.5%
CSX CSX CORP 1.0%
Value ($000) $14,641 Shares 314,513 Est. Cost $6.75 Unrealized +100.0%
APACHE CORP 1.0%
Value ($000) $14,563 Shares 283,379 Est. Cost $67.22 Unrealized
KO COCA COLA CO 1.0%
Value ($000) $14,415 Shares 339,662 Est. Cost $27.85 Unrealized +13.2%
MO ALTRIA GROUP INC 1.0%
Value ($000) $14,363 Shares 201,111 Est. Cost $16.28 Unrealized +136.9%
WFC WELLS FARGO & CO 1.0%
Value ($000) $14,261 Shares 256,217 Est. Cost $29.53 Unrealized +50.2%
MRK MERCK & CO INC 1.0%
Value ($000) $14,027 Shares 220,764 Est. Cost $30.10 Unrealized +53.0%
PFE PFIZER INC 1.0%
Value ($000) $13,908 Shares 406,548 Est. Cost $16.63 Unrealized +28.7%
DU PONT E I DE NEMOURS & CO 0.9%
Value ($000) $13,574 Shares 168,982 Est. Cost $52.40 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.9%
Value ($000) $13,537 Shares 110,855 Est. Cost $72.90 Unrealized +44.6%
FLR FLUOR CORP 0.9%
Value ($000) $13,406 Shares 254,768 Est. Cost $52.72 Unrealized -4.0%
C CITIGROUP INC 0.9%
Value ($000) $13,057 Shares 218,267 Est. Cost $35.98 Unrealized +24.2%
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $13,030 Shares 145,024 Est. Cost $55.46 Unrealized +26.3%
ADM ARCHER DANIELS MIDLAND CO 0.9%
Value ($000) $12,987 Shares 282,084 Est. Cost $23.54 Unrealized +46.2%
YUM YUM! BRANDS INC 0.9%
Value ($000) $12,499 Shares 195,599 Est. Cost $39.62 Unrealized +40.2%
ADP AUTOMATIC DATA PROCESSING INC 0.8%
Value ($000) $12,373 Shares 120,846 Est. Cost $45.41 Unrealized +85.9%
FDX FEDEX CORP 0.8%
Value ($000) $11,792 Shares 60,427 Est. Cost $90.62 Unrealized +82.2%
UPS UNITED PARCEL SERVICE INC 0.8%
Value ($000) $10,965 Shares 102,191 Est. Cost $56.64 Unrealized +38.4%
MCK MCKESSON CORP 0.7%
Value ($000) $10,707 Shares 72,216 Est. Cost $118.33 Unrealized +15.4%
BLACKROCK INC 0.7%
Value ($000) $10,393 Shares 27,100 Est. Cost $324.08 Unrealized
MMM 3M CO 0.7%
Value ($000) $10,142 Shares 53,009 Est. Cost $61.26 Unrealized +85.5%
VEU VANGUARD INTL EQUITY INDEX FD 0.7%
Value ($000) $9,874 Shares 206,435 Est. Cost $45.00 Unrealized
COP CONOCOPHILLIPS 0.6%
Value ($000) $9,402 Shares 188,537 Est. Cost $38.87 Unrealized -5.9%
YUMC YUM CHINA HLDGS INC 0.6%
Value ($000) $9,336 Shares 343,226 Est. Cost $26.70 Unrealized +0.2%
MS MORGAN STANLEY 0.6%
Value ($000) $9,096 Shares 212,333 Est. Cost $17.80 Unrealized +93.0%
NSC NORFOLK SOUTHERN CORP 0.6%
Value ($000) $8,975 Shares 80,158 Est. Cost $58.23 Unrealized +67.9%
COF CAPITAL ONE FINANCIAL CORP 0.6%
Value ($000) $8,788 Shares 101,406 Est. Cost $48.11 Unrealized +58.7%
APD AIR PRODS & CHEMS INC 0.6%
Value ($000) $8,534 Shares 63,078 Est. Cost $61.55 Unrealized +83.8%
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $7,961 Shares 63,754 Est. Cost $53.13 Unrealized +73.0%
PSX PHILLIPS 66 0.5%
Value ($000) $7,532 Shares 95,072 Est. Cost $42.15 Unrealized +35.9%
ARCONIC INC 0.5%
Value ($000) $7,312 Shares 277,588 Est. Cost $18.54 Unrealized
TM TOYOTA MOTOR CORP 0.5%
Value ($000) $7,052 Shares 64,919 Est. Cost $118.20 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $7,006 Shares 26,182 Est. Cost $74.47 Unrealized +177.7%
HOG HARLEY DAVIDSON INC 0.5%
Value ($000) $6,949 Shares 114,859 Est. Cost $54.96 Unrealized +6.9%
L BRANDS INC 0.5%
Value ($000) $6,921 Shares 146,953 Est. Cost $56.49 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $6,914 Shares 106,104 Est. Cost $32.88 Unrealized +32.2%
HSY HERSHEY CO 0.5%
Value ($000) $6,688 Shares 61,217 Est. Cost $70.89 Unrealized +22.5%
EXPRESS SCRIPTS HLDG CO 0.4%
Value ($000) $6,507 Shares 98,719 Est. Cost $66.48 Unrealized
SLM SLM CORP 0.4%
Value ($000) $6,349 Shares 524,691 Est. Cost $8.38 Unrealized +41.3%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.4%
Value ($000) $6,065 Shares 188,990 Est. Cost $38.87 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.4%
Value ($000) $5,856 Shares 247,068 Est. Cost $6.59 Unrealized +56.7%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $5,732 Shares 105,406 Est. Cost $29.55 Unrealized +35.1%
CC CHEMOURS CO 0.4%
Value ($000) $5,492 Shares 142,649 Est. Cost $7.20 Unrealized +205.7%
PRAXAIR INC 0.4%
Value ($000) $5,479 Shares 46,197 Est. Cost $115.36 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.4%
Value ($000) $5,397 Shares 12,115 Est. Cost $9.34 Unrealized -11.7%
MDT MEDTRONIC PLC 0.4%
Value ($000) $5,336 Shares 66,238 Est. Cost $58.03 Unrealized +7.5%
CMCSA COMCAST CORP 0.4%
Value ($000) $5,155 Shares 137,150 Est. Cost $23.31 Unrealized +28.3%
VWO VANGUARD INTL EQUITY INDEX FD 0.3%
Value ($000) $4,589 Shares 115,545 Est. Cost $39.58 Unrealized
DOW CHEMICAL CO 0.3%
Value ($000) $4,568 Shares 71,888 Est. Cost $33.55 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $4,505 Shares 42,531 Est. Cost $68.84 Unrealized +27.3%
IWM ISHARES 0.3%
Value ($000) $4,429 Shares 32,217 Est. Cost $98.46 Unrealized
TIME WARNER INC 0.3%
Value ($000) $4,292 Shares 43,927 Est. Cost $61.61 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $4,110 Shares 71,681 Est. Cost $45.92 Unrealized -0.9%
ROYAL DUTCH SHELL PLC 0.3%
Value ($000) $3,941 Shares 74,740 Est. Cost $62.00 Unrealized
F FORD MOTOR CO 0.3%
Value ($000) $3,859 Shares 331,555 Est. Cost $7.75 Unrealized +0.4%
HMC HONDA MOTOR CO LTD 0.3%
Value ($000) $3,839 Shares 126,880 Est. Cost $35.73 Unrealized
SHIRE PLC 0.3%
Value ($000) $3,797 Shares 21,793 Est. Cost $182.53 Unrealized
LLY LILLY ELI & CO 0.3%
Value ($000) $3,757 Shares 44,666 Est. Cost $43.02 Unrealized +61.6%
BRK/B BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $3,702 Shares 22,210 Est. Cost $110.39 Unrealized +51.6%
VO VANGUARD INDEX FUNDS 0.3%
Value ($000) $3,702 Shares 26,585 Est. Cost $97.13 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $3,262 Shares 19,892 Est. Cost $111.88 Unrealized +27.0%
BF/B BROWN FORMAN CORP 0.2%
Value ($000) $3,218 Shares 69,687 Est. Cost $28.25 Unrealized +11.9%
MEAD JOHNSON NUTRITION CO 0.2%
Value ($000) $3,160 Shares 35,475 Est. Cost $80.79 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $2,803 Shares 24,872 Est. Cost $23.03 Unrealized -2.9%
AA ALCOA CORP 0.2%
Value ($000) $2,787 Shares 81,015 Est. Cost $25.90 Unrealized +29.0%
EEM ISHARES 0.2%
Value ($000) $2,748 Shares 69,757 Est. Cost $34.64 Unrealized
BAX BAXTER INTERNATIONAL INC 0.2%
Value ($000) $2,694 Shares 51,941 Est. Cost $30.62 Unrealized +38.4%
VERSUM MATLS INC 0.2%
Value ($000) $2,645 Shares 86,429 Est. Cost $28.77 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $2,619 Shares 47,446 Est. Cost $47.53 Unrealized +1.0%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $2,612 Shares 31,849 Est. Cost $42.15 Unrealized +31.2%
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $2,574 Shares 57,952 Est. Cost $33.23 Unrealized +11.1%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $2,468 Shares 20,310 Est. Cost $87.03 Unrealized +1.0%
GAP GAP INC 0.2%
Value ($000) $2,452 Shares 100,960 Est. Cost $26.20 Unrealized -33.3%
HPQ HP INC 0.2%
Value ($000) $2,372 Shares 132,638 Est. Cost $9.12 Unrealized +32.6%
RAYTHEON CO 0.2%
Value ($000) $2,367 Shares 15,524 Est. Cost $66.12 Unrealized
AER AERCAP HOLDINGS NV 0.2%
Value ($000) $2,220 Shares 48,300 Est. Cost $38.83 Unrealized +13.5%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $2,216 Shares 9,399 Est. Cost $204.60 Unrealized
NAVI NAVIENT CORP 0.1%
Value ($000) $2,085 Shares 141,259 Est. Cost $16.58 Unrealized -7.6%
EGBN EAGLE BANCORP INC 0.1%
Value ($000) $1,962 Shares 32,868 Est. Cost $24.77 Unrealized +91.2%
ACN ACCENTURE PLC 0.1%
Value ($000) $1,936 Shares 16,147 Est. Cost $79.56 Unrealized +30.7%
GM GENERAL MOTORS CO 0.1%
Value ($000) $1,751 Shares 49,527 Est. Cost $23.67 Unrealized +30.8%
V VISA INC 0.1%
Value ($000) $1,721 Shares 19,360 Est. Cost $60.02 Unrealized +34.8%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1,541 Shares 9,190 Est. Cost $129.05 Unrealized +10.7%
IEFA ISHARES INC 0.1%
Value ($000) $1,477 Shares 25,480 Est. Cost $53.79 Unrealized
AMZN AMAZON.COM INC 0.1%
Value ($000) $1,476 Shares 1,665 Est. Cost $18.60 Unrealized +124.1%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $1,456 Shares 58,538 Est. Cost $8.66 Unrealized +180.8%
DISCOVER FINL SVCS 0.1%
Value ($000) $1,413 Shares 20,656 Est. Cost $48.77 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $1,398 Shares 16,347 Est. Cost $27.39 Unrealized +160.2%
DIA SPDR DOW JONES INDL AVRG ETF 0.1%
Value ($000) $1,339 Shares 6,490 Est. Cost $170.98 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $1,207 Shares 25,265 Est. Cost $40.64 Unrealized
CDK GLOBAL INC 0.1%
Value ($000) $1,172 Shares 18,035 Est. Cost $40.76 Unrealized
IWR ISHARES 0.1%
Value ($000) $1,141 Shares 6,096 Est. Cost $130.96 Unrealized
OLN OLIN CORP 0.1%
Value ($000) $1,135 Shares 34,524 Est. Cost $14.30 Unrealized +64.0%
STT STATE STREET CORP 0.1%
Value ($000) $1,066 Shares 13,390 Est. Cost $44.83 Unrealized +35.9%
COTY COTY INC CL A 0.1%
Value ($000) $1,054 Shares 58,145 Est. Cost $18.17 Unrealized -7.7%
CABO CABLE ONE INC 0.1%
Value ($000) $1,046 Shares 1,675 Est. Cost $366.69 Unrealized +53.5%
L3 TECHNOLOGIES INC 0.1%
Value ($000) $1,003 Shares 6,070 Est. Cost $152.18 Unrealized
GHC GRAHAM HOLDINGS CO 0.1%
Value ($000) $890 Shares 1,484 Est. Cost $340.34 Unrealized +46.7%
POWERSHARES QQQ TRUST 0.1%
Value ($000) $856 Shares 6,469 Est. Cost $104.44 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $827 Shares 6,282 Est. Cost $64.57 Unrealized +43.4%
LQD ISHARES 0.1%
Value ($000) $804 Shares 6,821 Est. Cost $117.29 Unrealized
BP BP PLC 0.1%
Value ($000) $793 Shares 22,965 Est. Cost $41.39 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $783 Shares 15,734 Est. Cost $27.24 Unrealized +25.4%
ORCL ORACLE CORP 0.1%
Value ($000) $766 Shares 17,178 Est. Cost $36.82 Unrealized -0.9%
DELL TECHNOLOGIES INC 0.1%
Value ($000) $755 Shares 11,779 Est. Cost $47.79 Unrealized
WU WESTERN UNION CO 0.0%
Value ($000) $708 Shares 34,768 Est. Cost $17.19 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $666 Shares 5,535 Est. Cost $64.19 Unrealized +42.2%
KATE SPADE & CO 0.0%
Value ($000) $621 Shares 26,719 Est. Cost $35.91 Unrealized
M MACYS INC 0.0%
Value ($000) $571 Shares 19,254 Est. Cost $50.25 Unrealized -38.5%
LDOS LEIDOS HLDGS INC 0.0%
Value ($000) $499 Shares 9,764 Est. Cost $33.42 Unrealized +34.3%
SUNTRUST BANKS INC 0.0%
Value ($000) $417 Shares 7,544 Est. Cost $40.86 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $413 Shares 6,862 Est. Cost $30.87 Unrealized +12.0%
VV VANGUARD INDEX FUNDS 0.0%
Value ($000) $404 Shares 3,736 Est. Cost $73.77 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $401 Shares 2,822 Est. Cost $84.27 Unrealized +57.5%
HCA HCA HOLDINGS INC 0.0%
Value ($000) $401 Shares 4,505 Est. Cost $75.78 Unrealized +2.3%
VTI VANGUARD INDEX FUNDS 0.0%
Value ($000) $395 Shares 3,256 Est. Cost $115.23 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $391 Shares 5,279 Est. Cost $47.23 Unrealized +24.9%
CVS CVS HEALTH CORP 0.0%
Value ($000) $359 Shares 4,573 Est. Cost $69.31 Unrealized -12.6%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $340 Shares 8,425 Est. Cost $17.79 Unrealized +62.1%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $329 Shares 5,495 Est. Cost $37.39 Unrealized +28.2%
IVW ISHARES 0.0%
Value ($000) $329 Shares 2,500 Est. Cost $131.60 Unrealized
FEDERAL REALTY INV TRUST 0.0%
Value ($000) $327 Shares 2,450 Est. Cost $103.66 Unrealized
IVE ISHARES 0.0%
Value ($000) $312 Shares 3,000 Est. Cost $104.00 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $303 Shares 2,550 Est. Cost $119.68 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $300 Shares 3,719 Est. Cost $50.29 Unrealized +16.3%
NFLX NETFLIX INC 0.0%
Value ($000) $293 Shares 1,983 Est. Cost $11.99 Unrealized +17.0%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $290 Shares 2,730 Est. Cost $67.63 Unrealized +14.2%
TGNA TEGNA INC 0.0%
Value ($000) $289 Shares 11,282 Est. Cost $18.36 Unrealized -16.2%
SBUX STARBUCKS CORP 0.0%
Value ($000) $287 Shares 4,923 Est. Cost $45.58 Unrealized +2.7%
IJJ ISHARES 0.0%
Value ($000) $284 Shares 1,915 Est. Cost $148.30 Unrealized
IVV ISHARES 0.0%
Value ($000) $273 Shares 1,151 Est. Cost $205.58 Unrealized
EEMV ISHARES EDGE MSCI EMERGING MAR 0.0%
Value ($000) $269 Shares 5,020 Est. Cost $53.59 Unrealized
D DOMINION RES INC VA 0.0%
Value ($000) $268 Shares 3,455 Est. Cost $40.72 Unrealized +25.8%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $262 Shares 4,128 Est. Cost $55.77 Unrealized -6.6%
NYT NEW YORK TIMES CO 0.0%
Value ($000) $258 Shares 17,944 Est. Cost $8.72 Unrealized +51.6%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $253 Shares 5,350 Est. Cost $29.82 Unrealized +23.9%
L LOEWS CORP 0.0%
Value ($000) $252 Shares 5,396 Est. Cost $41.84 Unrealized +7.3%
IJK ISHARES TR S&P MIDCAP 400 GROW 0.0%
Value ($000) $246 Shares 1,291 Est. Cost $190.55 Unrealized
IJS ISHARES 0.0%
Value ($000) $245 Shares 1,768 Est. Cost $138.57 Unrealized
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $243 Shares 4,900 Est. Cost $50.36 Unrealized
VEA VANGUARD MSCI EAFE ETF 0.0%
Value ($000) $242 Shares 6,158 Est. Cost $39.30 Unrealized
BB&T CORP 0.0%
Value ($000) $233 Shares 5,209 Est. Cost $35.60 Unrealized
FSP FRANKLIN STREET PPTYS CORP 0.0%
Value ($000) $225 Shares 18,500 Est. Cost $13.18 Unrealized
WGL HOLDINGS INC 0.0%
Value ($000) $224 Shares 2,712 Est. Cost $76.39 Unrealized
IJT ISHARES TR SMALLCAP 0.0%
Value ($000) $224 Shares 1,464 Est. Cost $153.01 Unrealized
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $222 Shares 11,900 Est. Cost $10.74 Unrealized +20.5%
BND VANGUARD BOND INDEX FUND 0.0%
Value ($000) $207 Shares 2,550 Est. Cost $80.77 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $206 Shares 2,656 Est. Cost $37.50 Unrealized +45.8%
OPGEN INC 0.0%
Value ($000) $15 Shares 13,000 Est. Cost $1.42 Unrealized