MOODY LYNN & LIEBERSON, LLC Diversified Active

CIK: 0000938592 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Apr 30, 2014

Total Value ($000): $690,423 (100.0% shares, 0.0% debt)

Holdings (193)

MA MASTERCARD INC CL A 2.8%
Value ($000) $19,248 Shares 257,670 Est. Cost $67.85 Unrealized +7.2%
MSFT MICROSOFT CORP 2.6%
Value ($000) $17,765 Shares 433,403 Est. Cost $30.88 Unrealized +1.2%
AIG AMERICAN INTERNATIONAL GROUP I 2.3%
Value ($000) $16,107 Shares 322,071 Est. Cost $34.31 Unrealized +10.4%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $15,797 Shares 160,816 Est. Cost $59.66 Unrealized +11.7%
GOOGLE INC CL A 2.3%
Value ($000) $15,705 Shares 14,091 Est. Cost $896.01 Unrealized
UNP UNION PAC CORP 2.2%
Value ($000) $15,221 Shares 81,109 Est. Cost $60.83 Unrealized +12.2%
PSX PHILLIPS 66 COM 2.1%
Value ($000) $14,444 Shares 187,440 Est. Cost $48.65 Unrealized +2.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 2.0%
Value ($000) $13,788 Shares 110,331 Est. Cost $110.14 Unrealized +6.1%
EEM ISHARES TR MSCI EMERG MKT 1.9%
Value ($000) $13,461 Shares 328,239 Est. Cost $41.01 Unrealized
GPC GENUINE PARTS CO 1.8%
Value ($000) $12,301 Shares 141,634 Est. Cost $54.12 Unrealized +11.0%
RHHBY ROCHE HLDG LTD SPONSORED ADR 1.8%
Value ($000) $12,113 Shares 323,008 Est. Cost $51.19 Unrealized
META FACEBOOK INC CL A 1.6%
Value ($000) $11,065 Shares 183,684 Est. Cost $50.56 Unrealized +24.5%
ECL ECOLAB INC 1.5%
Value ($000) $10,623 Shares 98,373 Est. Cost $74.83 Unrealized +22.8%
WALGREEN COMPANY 1.5%
Value ($000) $10,471 Shares 158,581 Est. Cost $45.84 Unrealized
WFC WELLS FARGO NEW 1.5%
Value ($000) $10,434 Shares 209,769 Est. Cost $33.08 Unrealized +1.0%
ITW ILLINOIS TOOL WORKS INC 1.5%
Value ($000) $10,316 Shares 126,843 Est. Cost $56.51 Unrealized +8.4%
CELGENE CORP COM 1.5%
Value ($000) $10,313 Shares 73,877 Est. Cost $119.03 Unrealized
MRK MERCK & COMPANY 1.5%
Value ($000) $10,050 Shares 177,022 Est. Cost $34.49 Unrealized +3.7%
HBAN HUNTINGTON BANCSHARES INC COM 1.4%
Value ($000) $9,925 Shares 995,440 Est. Cost $4.67 Unrealized +29.3%
EOG EOG RESOURCES INC. 1.4%
Value ($000) $9,829 Shares 100,206 Est. Cost $62.61 Unrealized +3.5%
TWENTY FIRST CENTY FOX INC CL 1.3%
Value ($000) $9,086 Shares 291,969 Est. Cost $33.40 Unrealized
GENERAL ELEC CO 1.3%
Value ($000) $8,729 Shares 337,143 Est. Cost $24.78 Unrealized
EMR EMERSON ELEC CO 1.3%
Value ($000) $8,690 Shares 130,094 Est. Cost $41.01 Unrealized +16.5%
FCX FREEPORT MCMORAN COPPER&GOLDCL 1.2%
Value ($000) $8,621 Shares 260,691 Est. Cost $26.98 Unrealized +5.5%
VYX NCR CORP NEW 1.2%
Value ($000) $8,485 Shares 232,152 Est. Cost $21.25 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 1.2%
Value ($000) $8,484 Shares 94,236 Est. Cost $60.99 Unrealized +23.8%
XLF SPDR FD FINANCIAL 1.2%
Value ($000) $8,263 Shares 369,895 Est. Cost $22.34 Unrealized
BIIB BIOGEN IDEC INC 1.2%
Value ($000) $7,968 Shares 26,050 Est. Cost $230.53 Unrealized +37.7%
GILD GILEAD SCIENCES 1.1%
Value ($000) $7,924 Shares 111,829 Est. Cost $36.87 Unrealized +47.8%
NXPI NXP SEMICONDUCTORS N V COM 1.1%
Value ($000) $7,914 Shares 134,569 Est. Cost $46.36 Unrealized 0.0%
TOTAL FINA ELF S A ADR SPONS 1.1%
Value ($000) $7,770 Shares 118,446 Est. Cost $57.92 Unrealized
EWG ISHARES INC MSCI GERMAN 1.1%
Value ($000) $7,766 Shares 247,719 Est. Cost $29.08 Unrealized
V VISA INC COM CL A 1.1%
Value ($000) $7,654 Shares 35,460 Est. Cost $44.44 Unrealized +15.0%
DIS DISNEY WALT PRODUCTIONS 1.1%
Value ($000) $7,651 Shares 95,560 Est. Cost $57.20 Unrealized +21.8%
CVX CHEVRONTEXACO CORPORATION 1.1%
Value ($000) $7,640 Shares 64,254 Est. Cost $71.30 Unrealized -1.3%
MMM 3M COMPANY 1.0%
Value ($000) $7,163 Shares 52,802 Est. Cost $66.61 Unrealized +14.5%
PRICELINE.COM INC 1.0%
Value ($000) $7,081 Shares 5,941 Est. Cost $894.96 Unrealized
PG PROCTER & GAMBLE COMPANY 1.0%
Value ($000) $7,041 Shares 87,357 Est. Cost $55.00 Unrealized +2.7%
AMGN AMGEN INC 1.0%
Value ($000) $6,993 Shares 56,694 Est. Cost $74.53 Unrealized +16.6%
MONSANTO CO NEW 1.0%
Value ($000) $6,885 Shares 60,516 Est. Cost $113.77 Unrealized
IWM ISHARES TR RSSLL 2000 INDX 1.0%
Value ($000) $6,655 Shares 57,203 Est. Cost $104.34 Unrealized
CCL CARNIVAL CORP 1.0%
Value ($000) $6,587 Shares 173,985 Est. Cost $30.36 Unrealized +9.0%
ACTAVIS PLC SHS 1.0%
Value ($000) $6,564 Shares 31,888 Est. Cost $177.69 Unrealized
BLACKROCK INC CL A 0.9%
Value ($000) $6,365 Shares 20,239 Est. Cost $270.35 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $6,322 Shares 64,720 Est. Cost $54.00 Unrealized +7.6%
MAGELLAN MIDSTREAM PARTNERS LP 0.9%
Value ($000) $6,302 Shares 90,362 Est. Cost $54.50 Unrealized
BANK OF THE OZARKS INC COM 0.9%
Value ($000) $6,283 Shares 92,318 Est. Cost $43.51 Unrealized
DEO DIAGEO PLC 0.9%
Value ($000) $6,279 Shares 50,396 Est. Cost $114.96 Unrealized
OXY OCCIDENTAL PETE CORP 0.9%
Value ($000) $6,236 Shares 65,439 Est. Cost $57.99 Unrealized +7.7%
DISCOVERY COMMUNICATNS NEW COM 0.9%
Value ($000) $6,064 Shares 73,323 Est. Cost $80.46 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.9%
Value ($000) $6,020 Shares 77,924 Est. Cost $45.15 Unrealized +16.1%
GLAXO WELLCOME PLC SPONSOR 0.9%
Value ($000) $5,945 Shares 111,270 Est. Cost $49.97 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.8%
Value ($000) $5,557 Shares 81,000 Est. Cost $11.35 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.8%
Value ($000) $5,517 Shares 64,834 Est. Cost $64.71 Unrealized -0.1%
HON HONEYWELL INTERNATIONAL, INC. 0.8%
Value ($000) $5,454 Shares 58,796 Est. Cost $53.13 Unrealized +21.8%
PRAXAIR INC 0.8%
Value ($000) $5,417 Shares 41,364 Est. Cost $116.83 Unrealized
COP CONOCOPHILLIPS 0.8%
Value ($000) $5,385 Shares 76,543 Est. Cost $40.74 Unrealized +11.5%
LIBERTY MEDIA CORP DELAWARE CL 0.8%
Value ($000) $5,238 Shares 40,066 Est. Cost $127.14 Unrealized
CMI CUMMINS ENGINE INC 0.8%
Value ($000) $5,236 Shares 35,145 Est. Cost $95.01 Unrealized +6.6%
PRU PRUDENTIAL FINL INC COM 0.8%
Value ($000) $5,209 Shares 61,530 Est. Cost $52.09 Unrealized +0.3%
WHITEWAVE FOODS CO COM CL A 0.7%
Value ($000) $4,716 Shares 165,232 Est. Cost $20.03 Unrealized
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $4,703 Shares 98,857 Est. Cost $26.41 Unrealized -2.0%
TRIP TRIPADVISOR INC COM 0.6%
Value ($000) $4,394 Shares 48,505 Est. Cost $50.93 Unrealized +59.2%
TIME WARNER INC COM 0.6%
Value ($000) $4,249 Shares 65,035 Est. Cost $65.81 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.6%
Value ($000) $4,159 Shares 88,968 Est. Cost $50.44 Unrealized
SSYS STRATASYS LTD SHS 0.6%
Value ($000) $4,132 Shares 38,948 Est. Cost $90.30 Unrealized +32.4%
STAG STAG INDL INC COM 0.6%
Value ($000) $3,938 Shares 163,386 Est. Cost $20.43 Unrealized
VOD VODAFONE GROUP PLC NEW SPNSR A 0.6%
Value ($000) $3,837 Shares 104,247 Est. Cost $36.81 Unrealized
EWY ISHARES INC MSCI S KOREA 0.6%
Value ($000) $3,837 Shares 62,378 Est. Cost $61.51 Unrealized
CHICAGO BRIDGE & IRON CO N VN 0.5%
Value ($000) $3,796 Shares 43,557 Est. Cost $84.77 Unrealized
ETN EATON CORP PLC SHS 0.5%
Value ($000) $3,571 Shares 47,543 Est. Cost $49.87 Unrealized +11.0%
PFE PFIZER INC 0.5%
Value ($000) $3,297 Shares 102,631 Est. Cost $16.99 Unrealized +7.1%
IWF ISHARES TR RUSSL 1000 GRWT 0.5%
Value ($000) $3,246 Shares 37,514 Est. Cost $84.14 Unrealized
BLACKSTONE GROUP L P COM UNIT 0.5%
Value ($000) $3,118 Shares 93,783 Est. Cost $33.25 Unrealized
ALLERGAN INC 0.4%
Value ($000) $3,055 Shares 24,618 Est. Cost $124.10 Unrealized
COVIDIEN PLC 0.4%
Value ($000) $3,040 Shares 41,264 Est. Cost $73.67 Unrealized
FAST FASTENAL CO 0.4%
Value ($000) $3,005 Shares 60,944 Est. Cost $8.57 Unrealized 0.0%
CVS CVS CORPORATION 0.4%
Value ($000) $2,805 Shares 37,473 Est. Cost $51.11 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $2,544 Shares 23,075 Est. Cost $69.39 Unrealized 0.0%
FISV FISERV INC 0.4%
Value ($000) $2,428 Shares 42,823 Est. Cost $24.80 Unrealized +15.3%
FFIV F5 NETWORKS INC COM 0.3%
Value ($000) $2,407 Shares 22,578 Est. Cost $105.80 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED INTL FDMS 0.3%
Value ($000) $2,404 Shares 58,255 Est. Cost $39.44 Unrealized
LLY LILLY ELI & CO 0.3%
Value ($000) $2,371 Shares 40,278 Est. Cost $42.43 Unrealized +5.0%
ALPS ETF TR ALERIAN MLP 0.3%
Value ($000) $2,231 Shares 126,354 Est. Cost $17.66 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $2,148 Shares 21,910 Est. Cost $71.66 Unrealized -1.9%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $2,141 Shares 41,205 Est. Cost $29.33 Unrealized +22.5%
LNC LINCOLN NAT'L CORP 0.3%
Value ($000) $2,062 Shares 40,696 Est. Cost $31.80 Unrealized +5.3%
HD HOME DEPOT INC 0.3%
Value ($000) $2,056 Shares 25,983 Est. Cost $58.34 Unrealized +3.2%
T A T & T INC 0.3%
Value ($000) $1,993 Shares 56,839 Est. Cost $11.36 Unrealized -4.5%
PRECISION CASTPARTS CORP 0.3%
Value ($000) $1,973 Shares 7,807 Est. Cost $231.39 Unrealized
STARZ LIBRTY CAP COM 0.3%
Value ($000) $1,967 Shares 60,951 Est. Cost $23.78 Unrealized
ICE INTERCONTINENTALEXCHANGE GROCO 0.3%
Value ($000) $1,902 Shares 9,615 Est. Cost $36.26 Unrealized 0.0%
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,898 Shares 50,712 Est. Cost $16.30 Unrealized +5.1%
PIONEER NAT RES CO 0.3%
Value ($000) $1,832 Shares 9,788 Est. Cost $185.16 Unrealized
EPD ENTERPRISE PRODS PARTNERS LP U 0.3%
Value ($000) $1,821 Shares 26,261 Est. Cost $62.15 Unrealized
UAA UNDER ARMOUR INC CL A 0.3%
Value ($000) $1,766 Shares 30,808 Est. Cost $18.30 Unrealized +42.8%
ACE LTD SHS 0.3%
Value ($000) $1,738 Shares 17,540 Est. Cost $89.46 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $1,720 Shares 44,491 Est. Cost $27.76 Unrealized -4.3%
FEZ SPDR INDEX SHS FDS EURO STOXX 0.2%
Value ($000) $1,716 Shares 40,228 Est. Cost $42.66 Unrealized
XLE SECTOR SPDR TR SBI ENERGY 0.2%
Value ($000) $1,567 Shares 17,600 Est. Cost $88.83 Unrealized
SPY SPDR TR UNIT SER 1 0.2%
Value ($000) $1,473 Shares 7,875 Est. Cost $173.45 Unrealized
TWENTY FIRST CENTY FOX INC CL 0.2%
Value ($000) $1,407 Shares 43,997 Est. Cost $33.50 Unrealized
VEU VANGUARD INTL EQUITY INDEX FAL 0.2%
Value ($000) $1,385 Shares 27,530 Est. Cost $44.23 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 0.2%
Value ($000) $1,367 Shares 8,322 Est. Cost $148.58 Unrealized
IWO ISHARES TR RUSSELL 2000 GR 0.2%
Value ($000) $1,240 Shares 9,110 Est. Cost $114.58 Unrealized
GLD SPDR GOLD TRUST GOLD SHS 0.2%
Value ($000) $1,187 Shares 9,507 Est. Cost $128.67 Unrealized
EQT EQT CORP 0.2%
Value ($000) $1,152 Shares 11,882 Est. Cost $37.67 Unrealized +26.9%
IWN ISHARES TR RUSSELL 2000 VA 0.2%
Value ($000) $1,066 Shares 10,570 Est. Cost $85.94 Unrealized
CONTINENTAL RESOURCES INC COM 0.1%
Value ($000) $993 Shares 7,993 Est. Cost $107.27 Unrealized
TORTOISE ENERGY INFRSTRCTR COM 0.1%
Value ($000) $963 Shares 21,037 Est. Cost $46.50 Unrealized
GBDC GOLUB CAPITAL BDC INC 0.1%
Value ($000) $932 Shares 52,220 Est. Cost $6.06 Unrealized +6.1%
VFINX VANGUARD INDEX TR 500 PORTFOLI 0.1%
Value ($000) $902 Shares 5,226 Est. Cost $151.37 Unrealized
FLR FLUOR CORP 0.1%
Value ($000) $871 Shares 11,205 Est. Cost $67.64 Unrealized +2.3%
KINDER MORGAN MGMT LLC 0.1%
Value ($000) $870 Shares 12,366 Est. Cost $83.59 Unrealized
SJM SMUCKER J M CO 0.1%
Value ($000) $807 Shares 8,304 Est. Cost $70.94 Unrealized -3.1%
VIG VANGUARD DIVIDEND APPRCTN FD 0.1%
Value ($000) $791 Shares 10,510 Est. Cost $66.16 Unrealized
PANDORA MEDIA INC COM 0.1%
Value ($000) $698 Shares 23,005 Est. Cost $27.08 Unrealized
AIRGAS INC 0.1%
Value ($000) $698 Shares 6,554 Est. Cost $98.96 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $682 Shares 10,190 Est. Cost $37.10 Unrealized +12.4%
SIRONA DENTAL SYSTEMS INC COM 0.1%
Value ($000) $665 Shares 8,909 Est. Cost $69.59 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $663 Shares 9,335 Est. Cost $34.64 Unrealized +19.7%
IJH ISHARES TR S&P MIDCAP 400 0.1%
Value ($000) $662 Shares 4,813 Est. Cost $115.49 Unrealized
VTI VANGUARD INDEX TR STK MRK VIPE 0.1%
Value ($000) $547 Shares 5,611 Est. Cost $82.65 Unrealized
QUESTAR CORP 0.1%
Value ($000) $494 Shares 20,791 Est. Cost $23.86 Unrealized
ILMN ILLUMINA INC COM 0.1%
Value ($000) $462 Shares 3,106 Est. Cost $76.50 Unrealized +92.1%
CUBIST PHARMACEUTICALS INC COM 0.1%
Value ($000) $443 Shares 6,052 Est. Cost $49.86 Unrealized
FRCB FIRST REP BK SAN FRAN CALI NCO 0.1%
Value ($000) $443 Shares 8,214 Est. Cost $36.26 Unrealized +32.4%
RHP RYMAN HOSPITALITY PPTYS INC CO 0.1%
Value ($000) $437 Shares 10,275 Est. Cost $42.53 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $433 Shares 3,635 Est. Cost $61.55 Unrealized +28.8%
AAPL APPLE INC. 0.1%
Value ($000) $422 Shares 787 Est. Cost $16.34 Unrealized +1.4%
MARKWEST ENERGY PARTNERS LP 0.1%
Value ($000) $420 Shares 6,435 Est. Cost $66.90 Unrealized
MGA MAGNA INTL INC CL A 0.1%
Value ($000) $412 Shares 4,282 Est. Cost $23.03 Unrealized +39.1%
PODD INSULET CORP COM 0.1%
Value ($000) $406 Shares 8,569 Est. Cost $28.57 Unrealized +54.8%
AVAGO TECHNOLOGIES LTD SHS 0.1%
Value ($000) $397 Shares 6,167 Est. Cost $56.83 Unrealized
SBNY SIGNATURE BK NEW YORK N Y COM 0.1%
Value ($000) $397 Shares 3,158 Est. Cost $83.50 Unrealized
LEA LEAR CORP COM NEW 0.1%
Value ($000) $395 Shares 4,713 Est. Cost $47.28 Unrealized +37.8%
XLV SELECT SECTOR SPDR TR SBI HEAL 0.1%
Value ($000) $376 Shares 6,430 Est. Cost $55.44 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $374 Shares 9,955 Est. Cost $26.27 Unrealized 0.0%
EATON VANCE CORP 0.1%
Value ($000) $371 Shares 9,714 Est. Cost $37.57 Unrealized
PTEN PATTERSON-UTI ENERGY INC 0.1%
Value ($000) $364 Shares 11,486 Est. Cost $21.87 Unrealized +27.1%
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $362 Shares 5,141 Est. Cost $33.59 Unrealized +43.4%
LDR HLDG CORP COM 0.1%
Value ($000) $360 Shares 10,493 Est. Cost $23.58 Unrealized
PINNACLE FINL PARTNERS INC COM 0.1%
Value ($000) $351 Shares 9,371 Est. Cost $29.95 Unrealized
TXNM PNM RES INC COM 0.0%
Value ($000) $344 Shares 12,737 Est. Cost $25.30 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $342 Shares 4,092 Est. Cost $56.23 Unrealized +1.1%
PFG PRINCIPAL FINANCIAL GROUP INCO 0.0%
Value ($000) $333 Shares 7,243 Est. Cost $23.65 Unrealized +26.4%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $333 Shares 5,655 Est. Cost $33.37 Unrealized +63.8%
HARRIS CORPORATION 0.0%
Value ($000) $332 Shares 4,539 Est. Cost $73.14 Unrealized
TD AMERITRADE HOLDING CORP 0.0%
Value ($000) $329 Shares 9,689 Est. Cost $26.45 Unrealized
CHD CHURCH & DWIGHT CO 0.0%
Value ($000) $329 Shares 4,764 Est. Cost $26.19 Unrealized +7.6%
HSIC SCHEIN HENRY INC COM 0.0%
Value ($000) $321 Shares 2,691 Est. Cost $45.71 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $321 Shares 3,303 Est. Cost $71.41 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIOCL 0.0%
Value ($000) $319 Shares 6,300 Est. Cost $44.31 Unrealized 0.0%
PEOPLES UNITED FINANCIAL INC 0.0%
Value ($000) $313 Shares 21,057 Est. Cost $14.88 Unrealized
KEY KEYCORP 0.0%
Value ($000) $312 Shares 21,938 Est. Cost $8.04 Unrealized +6.4%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $310 Shares 4,780 Est. Cost $44.53 Unrealized +7.6%
SBA COMMUNICATIONS CORP CL A 0.0%
Value ($000) $309 Shares 3,401 Est. Cost $74.91 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD CO 0.0%
Value ($000) $309 Shares 5,662 Est. Cost $43.73 Unrealized 0.0%
NWL NEWELL RUBBERMAID INC. 0.0%
Value ($000) $308 Shares 10,297 Est. Cost $16.91 Unrealized +17.8%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $307 Shares 3,744 Est. Cost $44.74 Unrealized 0.0%
MEAD JOHNSON NUTRITION CO 0.0%
Value ($000) $300 Shares 3,605 Est. Cost $83.75 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $297 Shares 3,836 Est. Cost $44.21 Unrealized +19.4%
PSMT PRICESMART INC COM 0.0%
Value ($000) $295 Shares 2,918 Est. Cost $76.23 Unrealized +14.4%
FMC FMC CORP COM NEW 0.0%
Value ($000) $286 Shares 3,733 Est. Cost $44.02 Unrealized +14.8%
JACOBS ENGR GROUP INC 0.0%
Value ($000) $286 Shares 4,508 Est. Cost $62.96 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $285 Shares 3,725 Est. Cost $20.02 Unrealized -0.6%
CCK CROWN HOLDINGS INC COM 0.0%
Value ($000) $285 Shares 6,362 Est. Cost $41.28 Unrealized 0.0%
HOLLYFRONTIER CORP COM 0.0%
Value ($000) $282 Shares 5,922 Est. Cost $47.62 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $281 Shares 4,200 Est. Cost $57.94 Unrealized +3.2%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $281 Shares 5,969 Est. Cost $31.17 Unrealized +10.4%
PET SMART 0.0%
Value ($000) $274 Shares 3,977 Est. Cost $68.90 Unrealized
ASR GRUPO AEROPORTUARIO DEL SURESP 0.0%
Value ($000) $274 Shares 2,235 Est. Cost $122.60 Unrealized
IVV ISHARES TR S&P 500 INDEX 0.0%
Value ($000) $274 Shares 1,455 Est. Cost $162.01 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $261 Shares 23,465 Est. Cost $6.54 Unrealized +8.2%
CCJ CAMECO CORP COM 0.0%
Value ($000) $259 Shares 11,325 Est. Cost $19.53 Unrealized 0.0%
ABT ABBOTT LABS 0.0%
Value ($000) $256 Shares 6,637 Est. Cost $29.23 Unrealized +5.1%
MIMSX BNY MELLON FDS TR MIDCP STK IN 0.0%
Value ($000) $249 Shares 16,941 Est. Cost $14.34 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $236 Shares 2,422 Est. Cost $64.17 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHINE 0.0%
Value ($000) $234 Shares 1,214 Est. Cost $111.55 Unrealized -2.1%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $229 Shares 2,398 Est. Cost $15.29 Unrealized +8.3%
NSRGY NESTLE S A ADR 0.0%
Value ($000) $226 Shares 3,000 Est. Cost $65.39 Unrealized
SVB FINL GROUP COM 0.0%
Value ($000) $225 Shares 1,750 Est. Cost $128.57 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $223 Shares 2,830 Est. Cost $47.73 Unrealized +13.2%
SLB SCHLUMBERGER 0.0%
Value ($000) $222 Shares 2,276 Est. Cost $59.08 Unrealized +10.9%
ILF ISHARES TR S&P LAT AMER 40 0.0%
Value ($000) $219 Shares 6,000 Est. Cost $36.82 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $212 Shares 4,645 Est. Cost $45.64 Unrealized
MET METLIFE INC 0.0%
Value ($000) $211 Shares 4,000 Est. Cost $30.13 Unrealized +3.1%
VWO VANGUARD EMERGING MKTS ETF 0.0%
Value ($000) $206 Shares 5,085 Est. Cost $40.13 Unrealized
JPMORGAN CHASE & CO ALERIAN ML 0.0%
Value ($000) $205 Shares 4,400 Est. Cost $46.36 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $204 Shares 2,783 Est. Cost $27.20 Unrealized +7.7%
DSEEX DOUBLELINE FDS TR SHIL EN CAPE 0.0%
Value ($000) $163 Shares 15,300 Est. Cost $10.65 Unrealized
PUBLIC SERVICE ENT JUN 35 0.0%
Value ($000) $61 Shares 180 Est. Cost Unrealized
ADVANCED CELL TECHNOLOGY INCCO 0.0%
Value ($000) $9 Shares 120,000 Est. Cost $0.07 Unrealized