HERITAGE INVESTORS MANAGEMENT CORP Diversified Active

CIK: 0000937589 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 11, 2017

Total Value ($000): $1,487,395 (100.0% shares, 0.0% debt)

Holdings (193)

AAPL APPLE INC 3.1%
Value ($000) $45,957 Shares 319,103 Est. Cost $18.24 Unrealized +88.1%
MDY SPDR S&P MIDCAP 400 ETF TR 2.1%
Value ($000) $31,864 Shares 100,320 Est. Cost $213.13 Unrealized
MSFT MICROSOFT CORP 2.1%
Value ($000) $31,405 Shares 455,612 Est. Cost $27.16 Unrealized +129.5%
MAR MARRIOTT INTL INC NEW 2.1%
Value ($000) $30,494 Shares 303,998 Est. Cost $38.53 Unrealized +141.2%
MA MASTERCARD INC 1.9%
Value ($000) $27,725 Shares 228,285 Est. Cost $71.38 Unrealized +58.4%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $26,082 Shares 285,365 Est. Cost $36.97 Unrealized +85.4%
VB VANGUARD INDEX FUNDS 1.7%
Value ($000) $25,041 Shares 184,747 Est. Cost $95.04 Unrealized
DIS DISNEY WALT CO 1.6%
Value ($000) $24,299 Shares 228,693 Est. Cost $61.08 Unrealized +67.7%
INTC INTEL CORP 1.6%
Value ($000) $23,420 Shares 694,126 Est. Cost $17.64 Unrealized +67.6%
AXP AMERICAN EXPRESS CO 1.6%
Value ($000) $23,337 Shares 277,027 Est. Cost $60.34 Unrealized +16.5%
CSCO CISCO SYSTEMS INC 1.6%
Value ($000) $23,131 Shares 739,016 Est. Cost $15.59 Unrealized +60.7%
CAT CATERPILLAR INC 1.5%
Value ($000) $23,050 Shares 214,497 Est. Cost $61.46 Unrealized +36.8%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $22,455 Shares 169,744 Est. Cost $61.64 Unrealized +62.9%
UNITED TECHNOLOGIES CORP 1.4%
Value ($000) $21,467 Shares 175,798 Est. Cost $94.55 Unrealized
XOM EXXON MOBIL CORP 1.4%
Value ($000) $21,410 Shares 265,199 Est. Cost $53.74 Unrealized +3.2%
HD HOME DEPOT INC 1.4%
Value ($000) $21,371 Shares 139,318 Est. Cost $56.85 Unrealized +119.0%
GOOG ALPHABET INC 1.4%
Value ($000) $21,119 Shares 23,240 Est. Cost $35.61 Unrealized +27.6%
IBM INTERNATIONAL BUSINESS MACHS 1.4%
Value ($000) $20,867 Shares 135,650 Est. Cost $114.93 Unrealized -9.7%
BA BOEING CO 1.4%
Value ($000) $20,755 Shares 104,955 Est. Cost $88.36 Unrealized +97.9%
MCD MCDONALDS CORP 1.4%
Value ($000) $20,684 Shares 135,050 Est. Cost $71.63 Unrealized +64.6%
GOOGL ALPHABET INC 1.4%
Value ($000) $20,530 Shares 22,083 Est. Cost $36.73 Unrealized +26.4%
TROW PRICE T ROWE GROUP INC 1.3%
Value ($000) $20,069 Shares 270,440 Est. Cost $48.65 Unrealized +6.7%
EFA ISHARES 1.3%
Value ($000) $19,840 Shares 304,289 Est. Cost $57.97 Unrealized
AMGN AMGEN INC 1.3%
Value ($000) $19,465 Shares 113,020 Est. Cost $77.27 Unrealized +62.2%
STZ CONSTELLATION BRANDS INC 1.3%
Value ($000) $19,187 Shares 99,042 Est. Cost $50.42 Unrealized +208.8%
NKE NIKE INC 1.3%
Value ($000) $18,790 Shares 318,467 Est. Cost $42.60 Unrealized +13.3%
SLB SCHLUMBERGER LTD 1.3%
Value ($000) $18,761 Shares 284,946 Est. Cost $53.96 Unrealized +3.4%
PEP PEPSICO INC 1.3%
Value ($000) $18,593 Shares 160,991 Est. Cost $56.40 Unrealized +56.4%
GENERAL ELECTRIC CO 1.2%
Value ($000) $18,450 Shares 683,083 Est. Cost $23.52 Unrealized
PCAR PACCAR INC 1.2%
Value ($000) $18,384 Shares 278,378 Est. Cost $22.01 Unrealized +40.4%
T AT&T INC 1.2%
Value ($000) $17,954 Shares 475,867 Est. Cost $11.66 Unrealized +36.5%
WMT WAL-MART STORES INC 1.2%
Value ($000) $17,900 Shares 236,518 Est. Cost $19.92 Unrealized +10.6%
MLM MARTIN MARIETTA MATLS INC 1.2%
Value ($000) $17,791 Shares 79,930 Est. Cost $99.82 Unrealized +112.5%
ZTS ZOETIS INC 1.1%
Value ($000) $17,063 Shares 273,540 Est. Cost $29.52 Unrealized +87.3%
VZ VERIZON COMMUNICATIONS INC 1.1%
Value ($000) $17,033 Shares 381,385 Est. Cost $27.33 Unrealized +8.0%
SYF SYNCHRONY FINANCIAL 1.1%
Value ($000) $15,807 Shares 530,087 Est. Cost $24.12 Unrealized -0.4%
CSX CSX CORP 1.1%
Value ($000) $15,769 Shares 289,029 Est. Cost $6.75 Unrealized +125.7%
BAC BANK OF AMERICA CORP 1.1%
Value ($000) $15,635 Shares 644,475 Est. Cost $10.35 Unrealized +84.6%
PM PHILIP MORRIS INTL INC 1.0%
Value ($000) $15,578 Shares 132,637 Est. Cost $49.24 Unrealized +50.8%
MONSANTO CO 1.0%
Value ($000) $15,531 Shares 131,217 Est. Cost $98.67 Unrealized
KO COCA COLA CO 1.0%
Value ($000) $15,096 Shares 336,579 Est. Cost $27.85 Unrealized +20.9%
CVX CHEVRON CORP 1.0%
Value ($000) $15,052 Shares 144,272 Est. Cost $69.93 Unrealized +4.7%
MO ALTRIA GROUP INC 1.0%
Value ($000) $14,726 Shares 197,748 Est. Cost $16.28 Unrealized +141.4%
C CITIGROUP INC 1.0%
Value ($000) $14,489 Shares 216,637 Est. Cost $35.98 Unrealized +29.1%
GS GOLDMAN SACHS GROUP INC 1.0%
Value ($000) $14,390 Shares 64,848 Est. Cost $122.37 Unrealized +50.9%
ZBH ZIMMER BIOMET HLDGS INC 1.0%
Value ($000) $14,290 Shares 111,296 Est. Cost $72.90 Unrealized +51.6%
MRK MERCK & CO INC 0.9%
Value ($000) $14,126 Shares 220,412 Est. Cost $30.10 Unrealized +54.6%
PFE PFIZER INC 0.9%
Value ($000) $14,016 Shares 417,267 Est. Cost $16.76 Unrealized +28.9%
YUM YUM! BRANDS INC 0.9%
Value ($000) $13,988 Shares 189,649 Est. Cost $39.62 Unrealized +50.5%
WFC WELLS FARGO & CO 0.9%
Value ($000) $13,952 Shares 251,796 Est. Cost $29.53 Unrealized +42.8%
APACHE CORP 0.9%
Value ($000) $13,808 Shares 288,096 Est. Cost $66.90 Unrealized
DU PONT E I DE NEMOURS & CO 0.9%
Value ($000) $13,485 Shares 167,083 Est. Cost $52.40 Unrealized
YUMC YUM CHINA HLDGS INC 0.9%
Value ($000) $13,468 Shares 341,568 Est. Cost $26.70 Unrealized +35.2%
FDX FEDEX CORP 0.9%
Value ($000) $13,017 Shares 59,894 Est. Cost $90.62 Unrealized +88.7%
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $12,755 Shares 146,354 Est. Cost $55.46 Unrealized +26.5%
ADP AUTOMATIC DATA PROCESSING INC 0.9%
Value ($000) $12,668 Shares 123,641 Est. Cost $46.29 Unrealized +82.0%
FLR FLUOR CORP 0.8%
Value ($000) $12,141 Shares 265,204 Est. Cost $52.40 Unrealized -14.9%
ADM ARCHER DANIELS MIDLAND CO 0.8%
Value ($000) $11,842 Shares 286,174 Est. Cost $23.68 Unrealized +40.4%
MCK MCKESSON CORP 0.8%
Value ($000) $11,831 Shares 71,903 Est. Cost $118.33 Unrealized +19.6%
UPS UNITED PARCEL SERVICE INC 0.8%
Value ($000) $11,668 Shares 105,510 Est. Cost $57.29 Unrealized +35.0%
BLACKROCK INC 0.8%
Value ($000) $11,523 Shares 27,280 Est. Cost $324.08 Unrealized
MMM 3M CO 0.7%
Value ($000) $10,698 Shares 51,388 Est. Cost $61.26 Unrealized +103.5%
VEU VANGUARD INTL EQUITY INDEX FD 0.7%
Value ($000) $10,287 Shares 205,620 Est. Cost $45.00 Unrealized
MS MORGAN STANLEY 0.6%
Value ($000) $9,418 Shares 211,347 Est. Cost $17.80 Unrealized +88.4%
NSC NORFOLK SOUTHERN CORP 0.6%
Value ($000) $9,403 Shares 77,260 Est. Cost $58.23 Unrealized +69.6%
APD AIR PRODS & CHEMS INC 0.6%
Value ($000) $8,886 Shares 62,115 Est. Cost $61.55 Unrealized +86.7%
COP CONOCOPHILLIPS 0.6%
Value ($000) $8,797 Shares 200,115 Est. Cost $38.67 Unrealized -8.2%
COF CAPITAL ONE FINANCIAL CORP 0.6%
Value ($000) $8,537 Shares 103,326 Est. Cost $48.52 Unrealized +44.2%
HON HONEYWELL INTERNATIONAL INC 0.6%
Value ($000) $8,243 Shares 61,843 Est. Cost $53.13 Unrealized +85.9%
L BRANDS INC 0.5%
Value ($000) $7,968 Shares 147,858 Est. Cost $56.49 Unrealized
PSX PHILLIPS 66 0.5%
Value ($000) $7,844 Shares 94,862 Est. Cost $42.15 Unrealized +33.6%
ABBV ABBVIE INC 0.5%
Value ($000) $7,631 Shares 105,234 Est. Cost $32.88 Unrealized +42.8%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $7,125 Shares 25,667 Est. Cost $74.47 Unrealized +193.2%
TM TOYOTA MOTOR CORP 0.5%
Value ($000) $6,907 Shares 65,771 Est. Cost $118.03 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.5%
Value ($000) $6,866 Shares 206,686 Est. Cost $38.39 Unrealized
HSY HERSHEY CO 0.4%
Value ($000) $6,523 Shares 60,752 Est. Cost $70.89 Unrealized +26.7%
ARCONIC INC 0.4%
Value ($000) $6,291 Shares 277,752 Est. Cost $18.54 Unrealized
HOG HARLEY DAVIDSON INC 0.4%
Value ($000) $6,191 Shares 114,607 Est. Cost $54.96 Unrealized +1.3%
PRAXAIR INC 0.4%
Value ($000) $6,061 Shares 45,724 Est. Cost $115.36 Unrealized
SLM SLM CORP 0.4%
Value ($000) $5,853 Shares 508,916 Est. Cost $8.38 Unrealized +35.8%
CMCSA COMCAST CORP 0.4%
Value ($000) $5,822 Shares 149,601 Est. Cost $24.02 Unrealized +32.8%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $5,806 Shares 104,204 Est. Cost $29.55 Unrealized +35.0%
EXPRESS SCRIPTS HLDG CO 0.4%
Value ($000) $5,696 Shares 89,219 Est. Cost $66.48 Unrealized
MDT MEDTRONIC PLC 0.4%
Value ($000) $5,595 Shares 63,046 Est. Cost $58.03 Unrealized +16.6%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $5,035 Shares 37,631 Est. Cost $22.07 Unrealized -8.5%
CC CHEMOURS CO 0.3%
Value ($000) $4,994 Shares 131,691 Est. Cost $7.20 Unrealized +301.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.3%
Value ($000) $4,877 Shares 11,720 Est. Cost $9.34 Unrealized -0.7%
VWO VANGUARD INTL EQUITY INDEX FD 0.3%
Value ($000) $4,738 Shares 116,038 Est. Cost $39.58 Unrealized
DOW CHEMICAL CO 0.3%
Value ($000) $4,639 Shares 73,553 Est. Cost $34.22 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $4,583 Shares 42,079 Est. Cost $68.84 Unrealized +30.9%
SHIRE PLC 0.3%
Value ($000) $4,575 Shares 27,682 Est. Cost $178.86 Unrealized
TIME WARNER INC 0.3%
Value ($000) $4,337 Shares 43,193 Est. Cost $61.61 Unrealized
IWM ISHARES 0.3%
Value ($000) $4,325 Shares 30,692 Est. Cost $98.46 Unrealized
ROYAL DUTCH SHELL PLC 0.3%
Value ($000) $4,151 Shares 78,044 Est. Cost $61.63 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.3%
Value ($000) $4,021 Shares 242,386 Est. Cost $6.59 Unrealized +62.8%
QCOM QUALCOMM INC 0.3%
Value ($000) $3,982 Shares 72,110 Est. Cost $45.92 Unrealized -3.7%
BRK/B BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $3,738 Shares 22,069 Est. Cost $110.39 Unrealized +50.7%
F FORD MOTOR CO 0.3%
Value ($000) $3,737 Shares 333,960 Est. Cost $7.75 Unrealized -8.5%
LLY LILLY ELI & CO 0.2%
Value ($000) $3,649 Shares 44,337 Est. Cost $43.02 Unrealized +65.7%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $3,619 Shares 19,517 Est. Cost $111.88 Unrealized +36.5%
VO VANGUARD INDEX FUNDS 0.2%
Value ($000) $3,532 Shares 24,785 Est. Cost $97.13 Unrealized
HMC HONDA MOTOR CO LTD 0.2%
Value ($000) $3,490 Shares 127,421 Est. Cost $35.73 Unrealized
BF/B BROWN FORMAN CORP 0.2%
Value ($000) $3,362 Shares 69,179 Est. Cost $28.25 Unrealized +18.5%
DXC DXC TECHNOLOGY CO 0.2%
Value ($000) $3,209 Shares 41,823 Est. Cost $62.87 Unrealized 0.0%
VERSUM MATLS INC 0.2%
Value ($000) $3,165 Shares 97,390 Est. Cost $29.19 Unrealized
BAX BAXTER INTERNATIONAL INC 0.2%
Value ($000) $3,016 Shares 49,816 Est. Cost $30.62 Unrealized +60.3%
AA ALCOA CORP 0.2%
Value ($000) $2,921 Shares 89,452 Est. Cost $26.38 Unrealized +17.5%
EEM ISHARES 0.2%
Value ($000) $2,883 Shares 69,657 Est. Cost $34.64 Unrealized
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $2,783 Shares 57,242 Est. Cost $33.23 Unrealized +17.1%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $2,777 Shares 20,987 Est. Cost $87.54 Unrealized +17.5%
AER AERCAP HOLDINGS NV 0.2%
Value ($000) $2,629 Shares 56,630 Est. Cost $39.65 Unrealized +11.9%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $2,504 Shares 29,961 Est. Cost $42.15 Unrealized +40.2%
RAYTHEON CO 0.2%
Value ($000) $2,481 Shares 15,364 Est. Cost $66.12 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $2,480 Shares 47,437 Est. Cost $47.53 Unrealized -10.4%
CELGENE CORP 0.2%
Value ($000) $2,383 Shares 18,350 Est. Cost $129.86 Unrealized
NAVI NAVIENT CORP 0.2%
Value ($000) $2,315 Shares 139,059 Est. Cost $16.58 Unrealized -9.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $2,280 Shares 9,430 Est. Cost $204.60 Unrealized
EGBN EAGLE BANCORP INC 0.1%
Value ($000) $2,074 Shares 32,768 Est. Cost $24.77 Unrealized +88.4%
GAP GAP INC 0.1%
Value ($000) $2,042 Shares 92,850 Est. Cost $26.20 Unrealized -32.9%
ACN ACCENTURE PLC 0.1%
Value ($000) $2,038 Shares 16,476 Est. Cost $80.11 Unrealized +33.7%
HPQ HP INC 0.1%
Value ($000) $1,978 Shares 113,142 Est. Cost $9.12 Unrealized +51.5%
IEFA ISHARES 0.1%
Value ($000) $1,953 Shares 32,070 Est. Cost $55.25 Unrealized
V VISA INC 0.1%
Value ($000) $1,805 Shares 19,242 Est. Cost $60.02 Unrealized +45.7%
GM GENERAL MOTORS CO 0.1%
Value ($000) $1,735 Shares 49,657 Est. Cost $23.67 Unrealized +22.7%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $1,615 Shares 58,278 Est. Cost $8.66 Unrealized +206.5%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1,612 Shares 10,077 Est. Cost $130.98 Unrealized +15.3%
AMZN AMAZON.COM INC 0.1%
Value ($000) $1,574 Shares 1,626 Est. Cost $18.60 Unrealized +156.5%
DIA SPDR DOW JONES INDL AVRG ETF 0.1%
Value ($000) $1,512 Shares 7,090 Est. Cost $174.56 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $1,477 Shares 29,511 Est. Cost $42.00 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $1,424 Shares 22,900 Est. Cost $50.09 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $1,377 Shares 16,312 Est. Cost $27.39 Unrealized +162.1%
STT STATE STREET CORP 0.1%
Value ($000) $1,179 Shares 13,140 Est. Cost $44.83 Unrealized +43.2%
IWR ISHARES 0.1%
Value ($000) $1,157 Shares 6,021 Est. Cost $130.96 Unrealized
CDK GLOBAL INC 0.1%
Value ($000) $1,111 Shares 17,899 Est. Cost $40.76 Unrealized
L3 TECHNOLOGIES INC 0.1%
Value ($000) $990 Shares 5,925 Est. Cost $152.18 Unrealized
CABO CABLE ONE INC 0.1%
Value ($000) $979 Shares 1,377 Est. Cost $366.69 Unrealized +68.9%
OLN OLIN CORP 0.1%
Value ($000) $968 Shares 31,952 Est. Cost $14.30 Unrealized +68.5%
POWERSHARES QQQ TRUST 0.1%
Value ($000) $890 Shares 6,469 Est. Cost $104.44 Unrealized
GHC GRAHAM HOLDINGS CO 0.1%
Value ($000) $852 Shares 1,421 Est. Cost $340.34 Unrealized +61.4%
COTY COTY INC CL A 0.1%
Value ($000) $769 Shares 40,972 Est. Cost $18.17 Unrealized -9.0%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $760 Shares 5,887 Est. Cost $64.57 Unrealized +49.0%
LQD ISHARES 0.1%
Value ($000) $747 Shares 6,200 Est. Cost $117.29 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $744 Shares 15,534 Est. Cost $27.24 Unrealized +28.8%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $691 Shares 5,535 Est. Cost $64.19 Unrealized +40.7%
BP BP PLC 0.0%
Value ($000) $681 Shares 19,648 Est. Cost $41.39 Unrealized
WU WESTERN UNION CO 0.0%
Value ($000) $662 Shares 34,768 Est. Cost $17.19 Unrealized
BROADCOM LTD 0.0%
Value ($000) $467 Shares 2,003 Est. Cost $233.15 Unrealized
DELL TECHNOLOGIES INC 0.0%
Value ($000) $457 Shares 7,472 Est. Cost $47.79 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $450 Shares 8,978 Est. Cost $36.82 Unrealized +8.9%
M MACYS INC 0.0%
Value ($000) $445 Shares 19,129 Est. Cost $50.25 Unrealized -49.0%
META FACEBOOK INC 0.0%
Value ($000) $433 Shares 2,867 Est. Cost $85.26 Unrealized +73.2%
FTV FORTIVE CORP 0.0%
Value ($000) $433 Shares 6,837 Est. Cost $30.87 Unrealized +23.1%
SUNTRUST BANKS INC 0.0%
Value ($000) $428 Shares 7,544 Est. Cost $40.86 Unrealized
LDOS LEIDOS HLDGS INC 0.0%
Value ($000) $423 Shares 8,185 Est. Cost $33.42 Unrealized +39.7%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $412 Shares 11,525 Est. Cost $20.57 Unrealized +36.7%
ETN EATON CORP PLC 0.0%
Value ($000) $411 Shares 5,279 Est. Cost $47.23 Unrealized +35.4%
VV VANGUARD INDEX FUNDS 0.0%
Value ($000) $409 Shares 3,686 Est. Cost $73.77 Unrealized
VTI VANGUARD INDEX FUNDS 0.0%
Value ($000) $405 Shares 3,256 Est. Cost $115.23 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $367 Shares 4,205 Est. Cost $75.78 Unrealized +3.8%
CVS CVS HEALTH CORP 0.0%
Value ($000) $352 Shares 4,378 Est. Cost $69.31 Unrealized -13.0%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $328 Shares 5,495 Est. Cost $37.39 Unrealized +28.4%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $312 Shares 3,719 Est. Cost $50.29 Unrealized +19.9%
FEDERAL REALTY INV TRUST 0.0%
Value ($000) $310 Shares 2,450 Est. Cost $103.66 Unrealized
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $308 Shares 2,730 Est. Cost $67.63 Unrealized +25.4%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $301 Shares 2,550 Est. Cost $119.68 Unrealized
NYT NEW YORK TIMES CO 0.0%
Value ($000) $301 Shares 16,994 Est. Cost $8.72 Unrealized +74.9%
NFLX NETFLIX INC 0.0%
Value ($000) $298 Shares 1,995 Est. Cost $11.99 Unrealized +28.3%
VEA VANGUARD TAX MANAGED INTL FD 0.0%
Value ($000) $293 Shares 7,088 Est. Cost $39.57 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $289 Shares 4,963 Est. Cost $45.58 Unrealized +10.2%
IVV ISHARES 0.0%
Value ($000) $280 Shares 1,151 Est. Cost $205.58 Unrealized
EEMV ISHARES 0.0%
Value ($000) $277 Shares 5,000 Est. Cost $53.59 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $266 Shares 5,220 Est. Cost $29.82 Unrealized +27.3%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $262 Shares 3,347 Est. Cost $78.28 Unrealized
IJJ ISHARES 0.0%
Value ($000) $255 Shares 1,715 Est. Cost $148.30 Unrealized
L LOEWS CORP 0.0%
Value ($000) $253 Shares 5,396 Est. Cost $41.84 Unrealized +7.7%
D DOMINION ENERGY INC 0.0%
Value ($000) $253 Shares 3,305 Est. Cost $40.72 Unrealized +32.0%
VOO VANGUARD INDEX FUNDS 0.0%
Value ($000) $249 Shares 1,120 Est. Cost $222.32 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $247 Shares 4,128 Est. Cost $55.77 Unrealized -13.0%
KATE SPADE & CO 0.0%
Value ($000) $247 Shares 13,350 Est. Cost $35.91 Unrealized
IJS ISHARES 0.0%
Value ($000) $247 Shares 1,768 Est. Cost $138.57 Unrealized
BB&T CORP 0.0%
Value ($000) $237 Shares 5,209 Est. Cost $35.60 Unrealized
IJK ISHARES 0.0%
Value ($000) $234 Shares 1,191 Est. Cost $190.55 Unrealized
IJT ISHARES 0.0%
Value ($000) $228 Shares 1,464 Est. Cost $153.01 Unrealized
WGL HOLDINGS INC 0.0%
Value ($000) $224 Shares 2,687 Est. Cost $76.39 Unrealized
IJR ISHARES 0.0%
Value ($000) $223 Shares 3,184 Est. Cost $70.04 Unrealized
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $217 Shares 11,900 Est. Cost $10.74 Unrealized +22.3%
BND VANGUARD BD INDEX FD INC 0.0%
Value ($000) $215 Shares 2,624 Est. Cost $80.80 Unrealized
FSP FRANKLIN STREET PPTYS CORP 0.0%
Value ($000) $205 Shares 18,500 Est. Cost $13.18 Unrealized
IVW ISHARES 0.0%
Value ($000) $205 Shares 1,500 Est. Cost $131.60 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value ($000) $201 Shares 2,264 Est. Cost $88.78 Unrealized
TGNA TEGNA INC 0.0%
Value ($000) $154 Shares 10,664 Est. Cost $18.36 Unrealized -16.3%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $128 Shares 2,360 Est. Cost $54.24 Unrealized
OPGEN INC 0.0%
Value ($000) $8 Shares 13,000 Est. Cost $1.42 Unrealized