MOODY LYNN & LIEBERSON, LLC Diversified Active

CIK: 0000938592 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 28, 2015

Total Value ($000): $701,550 (100.0% shares, 0.0% debt)

Holdings (190)

BRK/B BERKSHIRE HATHAWAY INC DEL CL 2.9%
Value ($000) $20,357 Shares 135,579 Est. Cost $113.84 Unrealized +26.8%
MSFT MICROSOFT CORP 2.8%
Value ($000) $19,907 Shares 428,575 Est. Cost $31.84 Unrealized +25.2%
AAPL APPLE INC. 2.7%
Value ($000) $19,172 Shares 173,691 Est. Cost $22.29 Unrealized +8.1%
AMGN AMGEN INC 2.7%
Value ($000) $19,069 Shares 119,710 Est. Cost $84.57 Unrealized +34.0%
CELGENE CORP COM 2.7%
Value ($000) $19,049 Shares 170,295 Est. Cost $102.75 Unrealized
SPY SPDR TR UNIT SER 1 2.6%
Value ($000) $18,266 Shares 88,867 Est. Cost $200.74 Unrealized
BIIB BIOGEN IDEC INC 2.5%
Value ($000) $17,418 Shares 51,311 Est. Cost $264.63 Unrealized +22.2%
DIS DISNEY WALT PRODUCTIONS 2.4%
Value ($000) $16,805 Shares 178,412 Est. Cost $65.68 Unrealized +23.8%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $16,529 Shares 158,066 Est. Cost $60.50 Unrealized +27.8%
MEDTRONIC INC 2.3%
Value ($000) $16,360 Shares 226,592 Est. Cost $61.95 Unrealized
MA MASTERCARD INC CL A 2.2%
Value ($000) $15,600 Shares 181,060 Est. Cost $67.85 Unrealized +12.5%
GPC GENUINE PARTS CO 2.0%
Value ($000) $14,187 Shares 133,126 Est. Cost $54.75 Unrealized +30.0%
ECL ECOLAB INC 1.8%
Value ($000) $12,882 Shares 123,248 Est. Cost $79.58 Unrealized +21.5%
UNP UNION PAC CORP 1.8%
Value ($000) $12,836 Shares 107,746 Est. Cost $68.52 Unrealized +30.6%
META FACEBOOK INC CL A 1.7%
Value ($000) $12,094 Shares 155,014 Est. Cost $61.50 Unrealized +23.4%
BABA ALIBABA GROUP HLDG LTD SPONSOR 1.7%
Value ($000) $11,586 Shares 111,468 Est. Cost $97.88 Unrealized
AIG AMERICAN INTERNATIONAL GROUP I 1.6%
Value ($000) $11,110 Shares 198,353 Est. Cost $34.31 Unrealized +19.9%
XOM EXXON MOBIL CORP 1.5%
Value ($000) $10,437 Shares 112,897 Est. Cost $58.23 Unrealized -0.4%
BIDU BAIDU INC SPON ADR REP A 1.5%
Value ($000) $10,406 Shares 45,647 Est. Cost $227.97 Unrealized
WALGREENS BOOTS ALLIANCE INC C 1.5%
Value ($000) $10,402 Shares 136,507 Est. Cost $76.20 Unrealized
LOW LOWES CO 1.5%
Value ($000) $10,351 Shares 150,448 Est. Cost $49.04 Unrealized 0.0%
NKE NIKE INC CLASS B 1.5%
Value ($000) $10,201 Shares 106,098 Est. Cost $37.49 Unrealized +8.7%
WFC WELLS FARGO NEW 1.4%
Value ($000) $10,077 Shares 183,819 Est. Cost $34.23 Unrealized +13.3%
BAC BANK OF AMERICA 1.4%
Value ($000) $10,028 Shares 560,545 Est. Cost $12.57 Unrealized +7.8%
UPS UNITED PARCEL SERVICE 1.4%
Value ($000) $9,903 Shares 89,077 Est. Cost $70.93 Unrealized 0.0%
MRK MERCK & COMPANY 1.4%
Value ($000) $9,661 Shares 170,113 Est. Cost $34.49 Unrealized +14.1%
TEVA TEVA PHARMACEUTICAL INDS LTDAD 1.4%
Value ($000) $9,478 Shares 164,800 Est. Cost $54.61 Unrealized
ITW ILLINOIS TOOL WORKS INC 1.2%
Value ($000) $8,353 Shares 88,200 Est. Cost $61.56 Unrealized +13.8%
IWF ISHARES TR RUSSL 1000 GRWT 1.2%
Value ($000) $8,224 Shares 86,014 Est. Cost $94.49 Unrealized
VFC V F CORP 1.1%
Value ($000) $8,064 Shares 107,665 Est. Cost $64.31 Unrealized +2.8%
PEP PEPSICO INC 1.1%
Value ($000) $8,057 Shares 85,207 Est. Cost $68.03 Unrealized +0.9%
TRV TRAVELERS COMPANIES INC 1.1%
Value ($000) $8,030 Shares 75,859 Est. Cost $67.17 Unrealized +17.5%
ACTAVIS PLC SHS 1.1%
Value ($000) $7,506 Shares 29,161 Est. Cost $229.65 Unrealized
BLACKROCK INC CL A 1.0%
Value ($000) $7,336 Shares 20,516 Est. Cost $273.02 Unrealized
RHHBY ROCHE HLDG LTD SPONSORED ADR 1.0%
Value ($000) $7,257 Shares 213,730 Est. Cost $51.19 Unrealized
M MACYS INC COM 1.0%
Value ($000) $7,043 Shares 107,111 Est. Cost $60.49 Unrealized 0.0%
TESORO CORP COM 1.0%
Value ($000) $7,000 Shares 94,153 Est. Cost $74.35 Unrealized
BA BOEING CO 1.0%
Value ($000) $6,721 Shares 51,706 Est. Cost $110.65 Unrealized 0.0%
D DOMINION RES INC VA NEW 1.0%
Value ($000) $6,697 Shares 87,089 Est. Cost $43.99 Unrealized +2.5%
MMM 3M COMPANY 0.9%
Value ($000) $6,448 Shares 39,242 Est. Cost $70.30 Unrealized +27.6%
DXJ WISDOMTREE TRUST JAPN HEDGE EQ 0.9%
Value ($000) $6,321 Shares 128,394 Est. Cost $49.23 Unrealized
INTU INTUIT INC 0.9%
Value ($000) $6,215 Shares 67,416 Est. Cost $75.72 Unrealized +7.4%
EPI WISDOMTREE TRUST INDIA ERNGS F 0.9%
Value ($000) $6,189 Shares 280,674 Est. Cost $22.47 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.8%
Value ($000) $5,938 Shares 71,835 Est. Cost $54.50 Unrealized
WHITEWAVE FOODS CO COM CL A 0.8%
Value ($000) $5,781 Shares 165,207 Est. Cost $20.41 Unrealized
PSX PHILLIPS 66 COM 0.8%
Value ($000) $5,452 Shares 76,039 Est. Cost $48.65 Unrealized +1.0%
EOG EOG RESOURCES INC. 0.8%
Value ($000) $5,356 Shares 58,172 Est. Cost $62.61 Unrealized +8.7%
DEO DIAGEO PLC 0.8%
Value ($000) $5,289 Shares 46,361 Est. Cost $114.96 Unrealized
STAG STAG INDL INC COM 0.7%
Value ($000) $5,119 Shares 208,948 Est. Cost $21.28 Unrealized
PRAXAIR INC 0.7%
Value ($000) $5,088 Shares 39,268 Est. Cost $117.07 Unrealized
NSRGY NESTLE S A ADR 0.7%
Value ($000) $5,070 Shares 69,056 Est. Cost $77.21 Unrealized
CVX CHEVRONTEXACO CORPORATION 0.7%
Value ($000) $5,010 Shares 44,660 Est. Cost $71.35 Unrealized -1.2%
CVS CVS CORPORATION 0.7%
Value ($000) $4,993 Shares 51,840 Est. Cost $53.05 Unrealized +21.5%
MALLINCKRODT PUB LTD CO SHS 0.7%
Value ($000) $4,853 Shares 49,010 Est. Cost $96.36 Unrealized
FDX FEDEX CORP 0.6%
Value ($000) $4,502 Shares 25,925 Est. Cost $143.89 Unrealized 0.0%
V VISA INC COM CL A 0.6%
Value ($000) $4,466 Shares 17,031 Est. Cost $47.32 Unrealized +17.7%
GILD GILEAD SCIENCES 0.6%
Value ($000) $4,411 Shares 46,799 Est. Cost $66.82 Unrealized +7.5%
VRTX VERTEX PHARMACEUTICALS INC 0.6%
Value ($000) $4,323 Shares 36,390 Est. Cost $112.63 Unrealized 0.0%
XLF SPDR FD FINANCIAL 0.6%
Value ($000) $4,155 Shares 168,014 Est. Cost $23.17 Unrealized
SEE SEALED AIR CORP NEW 0.6%
Value ($000) $4,134 Shares 97,435 Est. Cost $31.29 Unrealized 0.0%
GOOGLE INC CL A 0.6%
Value ($000) $4,107 Shares 7,739 Est. Cost $896.01 Unrealized
PRICELINE.COM INC 0.6%
Value ($000) $4,106 Shares 3,601 Est. Cost $894.96 Unrealized
SBUX STARBUCKS CORP COM 0.5%
Value ($000) $3,819 Shares 46,540 Est. Cost $31.27 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $3,350 Shares 17,284 Est. Cost $140.58 Unrealized +7.3%
POWERSHARES QQQ TRUST 0.5%
Value ($000) $3,324 Shares 32,192 Est. Cost $102.37 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.4%
Value ($000) $3,136 Shares 107,630 Est. Cost $29.06 Unrealized
IWM ISHARES TR RSSLL 2000 INDX 0.4%
Value ($000) $3,068 Shares 25,652 Est. Cost $109.83 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $2,978 Shares 107,076 Est. Cost $17.70 Unrealized +3.4%
ET ENERGY TRANSFER EQUITY LP 0.4%
Value ($000) $2,736 Shares 47,689 Est. Cost $50.44 Unrealized
GOOGLE INC CL C 0.4%
Value ($000) $2,719 Shares 5,166 Est. Cost $575.61 Unrealized
LLY LILLY ELI & CO 0.4%
Value ($000) $2,695 Shares 39,069 Est. Cost $42.43 Unrealized +30.1%
LIBERTY MEDIA CORP DELAWARE CO 0.4%
Value ($000) $2,614 Shares 74,631 Est. Cost $46.98 Unrealized
FISV FISERV INC 0.4%
Value ($000) $2,557 Shares 36,023 Est. Cost $24.80 Unrealized +38.0%
FAST FASTENAL CO 0.4%
Value ($000) $2,484 Shares 52,220 Est. Cost $8.34 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $2,429 Shares 51,916 Est. Cost $26.41 Unrealized +4.7%
MO ALTRIA GROUP INC 0.3%
Value ($000) $2,386 Shares 48,434 Est. Cost $16.30 Unrealized +45.8%
PFE PFIZER INC 0.3%
Value ($000) $2,350 Shares 75,435 Est. Cost $16.99 Unrealized +5.8%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $2,173 Shares 36,818 Est. Cost $29.72 Unrealized +30.9%
GENERAL ELEC CO 0.3%
Value ($000) $2,146 Shares 84,934 Est. Cost $25.15 Unrealized
FXI ISHARES TR FTSE XNHUA IDX 0.3%
Value ($000) $2,064 Shares 49,580 Est. Cost $41.63 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.3%
Value ($000) $2,062 Shares 24,736 Est. Cost $46.41 Unrealized +36.9%
ACE LTD SHS 0.3%
Value ($000) $1,989 Shares 17,312 Est. Cost $95.89 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,974 Shares 28,580 Est. Cost $40.74 Unrealized +19.9%
KO COCA COLA CO 0.3%
Value ($000) $1,780 Shares 42,171 Est. Cost $27.76 Unrealized +8.3%
EPD ENTERPRISE PRODS PARTNERS LP U 0.3%
Value ($000) $1,777 Shares 49,192 Est. Cost $51.43 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,749 Shares 18,665 Est. Cost $71.66 Unrealized -1.6%
ABBV ABBVIE INC COM 0.2%
Value ($000) $1,646 Shares 25,153 Est. Cost $40.24 Unrealized 0.0%
T A T & T INC 0.2%
Value ($000) $1,642 Shares 48,877 Est. Cost $11.37 Unrealized +3.9%
TGT TARGET CORP 0.2%
Value ($000) $1,529 Shares 20,146 Est. Cost $48.59 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVRG ETF 0.2%
Value ($000) $1,500 Shares 8,434 Est. Cost $148.84 Unrealized
SSYS STRATASYS LTD SHS 0.2%
Value ($000) $1,396 Shares 16,801 Est. Cost $90.30 Unrealized +13.3%
LIBERTY MEDIA CORP DELAWARE CL 0.2%
Value ($000) $1,327 Shares 37,638 Est. Cost $127.14 Unrealized
UAA UNDER ARMOUR INC CL A 0.2%
Value ($000) $1,305 Shares 19,214 Est. Cost $18.43 Unrealized +82.9%
ANNALY MTG MGMT INC COM 0.2%
Value ($000) $1,256 Shares 116,193 Est. Cost $10.81 Unrealized
VEU VANGUARD INTL EQUITY INDEX FAL 0.2%
Value ($000) $1,243 Shares 26,530 Est. Cost $44.23 Unrealized
EATON VANCE CORP 0.2%
Value ($000) $1,241 Shares 30,323 Est. Cost $39.85 Unrealized
GEO GEO GROUP INC NEW COM 0.2%
Value ($000) $1,184 Shares 29,331 Est. Cost $14.38 Unrealized +1.7%
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $1,138 Shares 26,889 Est. Cost $22.45 Unrealized 0.0%
ALPS ETF TR ALERIAN MLP 0.2%
Value ($000) $1,106 Shares 63,136 Est. Cost $17.78 Unrealized
BURL BURLINGTON STORES INC COM 0.2%
Value ($000) $1,104 Shares 23,370 Est. Cost $42.52 Unrealized 0.0%
PG PROCTER & GAMBLE COMPANY 0.2%
Value ($000) $1,085 Shares 11,915 Est. Cost $55.00 Unrealized +17.5%
CHENIERE ENERGY PTNRS LP HLDCO 0.1%
Value ($000) $1,045 Shares 46,367 Est. Cost $24.74 Unrealized
VFINX VANGUARD INDEX TR 500 PORTFOLI 0.1%
Value ($000) $992 Shares 5,226 Est. Cost $151.37 Unrealized
XLY SELECT SECTOR SPDR TR SBI CONS 0.1%
Value ($000) $946 Shares 13,111 Est. Cost $72.15 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER 0.1%
Value ($000) $927 Shares 18,609 Est. Cost $46.10 Unrealized 0.0%
COVIDIEN PLC 0.1%
Value ($000) $914 Shares 8,940 Est. Cost $73.67 Unrealized
INDIA FUND INC. 0.1%
Value ($000) $911 Shares 35,300 Est. Cost $25.81 Unrealized
VTI VANGUARD INDEX TR STK MRK VIPE 0.1%
Value ($000) $893 Shares 8,427 Est. Cost $89.89 Unrealized
SJM SMUCKER J M CO 0.1%
Value ($000) $839 Shares 8,304 Est. Cost $70.94 Unrealized +2.9%
EQT EQT CORP 0.1%
Value ($000) $837 Shares 11,053 Est. Cost $37.67 Unrealized +15.2%
GBDC GOLUB CAPITAL BDC INC 0.1%
Value ($000) $826 Shares 46,046 Est. Cost $6.06 Unrealized +3.7%
IJH ISHARES TR S&P MIDCAP 400 0.1%
Value ($000) $826 Shares 5,702 Est. Cost $119.23 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC CO 0.1%
Value ($000) $817 Shares 15,484 Est. Cost $46.16 Unrealized
VIG VANGUARD DIVIDEND APPRCTN FD 0.1%
Value ($000) $806 Shares 9,930 Est. Cost $66.16 Unrealized
SIRONA DENTAL SYSTEMS INC COM 0.1%
Value ($000) $748 Shares 8,565 Est. Cost $69.59 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $728 Shares 10,014 Est. Cost $26.27 Unrealized +89.8%
AIRGAS INC 0.1%
Value ($000) $714 Shares 6,200 Est. Cost $98.96 Unrealized
BANK OF THE OZARKS INC COM 0.1%
Value ($000) $679 Shares 17,894 Est. Cost $42.50 Unrealized
GLD SPDR GOLD TRUST GOLD SHS 0.1%
Value ($000) $664 Shares 5,340 Est. Cost $125.60 Unrealized
TORTOISE ENERGY INFRSTRCTR COM 0.1%
Value ($000) $641 Shares 14,642 Est. Cost $46.50 Unrealized
IWN ISHARES TR RUSSELL 2000 VA 0.1%
Value ($000) $610 Shares 6,000 Est. Cost $85.94 Unrealized
AVAGO TECHNOLOGIES LTD SHS 0.1%
Value ($000) $609 Shares 6,054 Est. Cost $56.83 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $590 Shares 9,637 Est. Cost $37.10 Unrealized +10.9%
IWO ISHARES TR RUSSELL 2000 GR 0.1%
Value ($000) $582 Shares 4,085 Est. Cost $114.58 Unrealized
CUBIST PHARMACEUTICALS INC COM 0.1%
Value ($000) $576 Shares 5,718 Est. Cost $49.86 Unrealized
ILMN ILLUMINA INC COM 0.1%
Value ($000) $560 Shares 3,034 Est. Cost $76.50 Unrealized +130.4%
XLV SELECT SECTOR SPDR TR SBI HEAL 0.1%
Value ($000) $520 Shares 7,605 Est. Cost $59.47 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $492 Shares 3,411 Est. Cost $61.55 Unrealized +56.4%
MEDIVATION INC COM 0.1%
Value ($000) $485 Shares 4,870 Est. Cost $98.85 Unrealized
VEA VANGUARD TAX-MANAGED INTL FDMS 0.1%
Value ($000) $479 Shares 12,649 Est. Cost $40.81 Unrealized
LBRDA LIBERTY BROADBAND CORP COM SER 0.1%
Value ($000) $467 Shares 9,326 Est. Cost $46.22 Unrealized 0.0%
RCL ROYAL CARIBBEAN CRUISES LTD CO 0.1%
Value ($000) $444 Shares 5,386 Est. Cost $43.73 Unrealized +40.2%
MONMOUTH REAL ESTATE INVT TRCO 0.1%
Value ($000) $442 Shares 39,951 Est. Cost $10.13 Unrealized
MGA MAGNA INTL INC CL A 0.1%
Value ($000) $433 Shares 3,987 Est. Cost $24.85 Unrealized +48.6%
LEA LEAR CORP COM NEW 0.1%
Value ($000) $433 Shares 4,410 Est. Cost $47.28 Unrealized +59.9%
CONCHO RES INC COM 0.1%
Value ($000) $414 Shares 4,155 Est. Cost $99.64 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $396 Shares 3,769 Est. Cost $60.43 Unrealized +23.8%
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $374 Shares 4,797 Est. Cost $33.59 Unrealized +53.0%
SBNY SIGNATURE BK NEW YORK N Y COM 0.1%
Value ($000) $373 Shares 2,959 Est. Cost $83.50 Unrealized
NWL NEWELL RUBBERMAID INC. 0.1%
Value ($000) $370 Shares 9,710 Est. Cost $16.91 Unrealized +36.0%
SBA COMMUNICATIONS CORP CL A 0.1%
Value ($000) $369 Shares 3,329 Est. Cost $75.28 Unrealized
HIG HARTFORD FINANCIAL SERVICES 0.1%
Value ($000) $358 Shares 8,577 Est. Cost $27.59 Unrealized +13.3%
PFG PRINCIPAL FINANCIAL GROUP INCO 0.1%
Value ($000) $357 Shares 6,876 Est. Cost $23.65 Unrealized +45.9%
NVRI HARSCO CORP 0.1%
Value ($000) $355 Shares 18,788 Est. Cost $25.57 Unrealized -23.9%
TXNM PNM RES INC COM 0.1%
Value ($000) $353 Shares 11,930 Est. Cost $25.30 Unrealized +12.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $348 Shares 4,322 Est. Cost $57.99 Unrealized +2.3%
MEAD JOHNSON NUTRITION CO 0.0%
Value ($000) $345 Shares 3,430 Est. Cost $83.75 Unrealized
PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $345 Shares 8,725 Est. Cost $29.95 Unrealized
YAHOO INC 0.0%
Value ($000) $345 Shares 6,839 Est. Cost $40.75 Unrealized
HSIC SCHEIN HENRY INC COM 0.0%
Value ($000) $342 Shares 2,515 Est. Cost $45.71 Unrealized +8.9%
GOGO GOGO INC COM 0.0%
Value ($000) $340 Shares 20,574 Est. Cost $17.23 Unrealized -5.4%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $336 Shares 3,063 Est. Cost $71.41 Unrealized +20.2%
CHD CHURCH & DWIGHT CO 0.0%
Value ($000) $329 Shares 4,170 Est. Cost $26.19 Unrealized +21.5%
TD AMERITRADE HOLDING CORP 0.0%
Value ($000) $324 Shares 9,064 Est. Cost $26.45 Unrealized
LDR HLDG CORP COM 0.0%
Value ($000) $322 Shares 9,810 Est. Cost $23.58 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $320 Shares 4,200 Est. Cost $64.55 Unrealized -0.7%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $320 Shares 4,620 Est. Cost $44.53 Unrealized +17.2%
FFIV F5 NETWORKS INC COM 0.0%
Value ($000) $320 Shares 2,453 Est. Cost $117.47 Unrealized +6.1%
WMT WAL-MART STORES INC 0.0%
Value ($000) $320 Shares 3,725 Est. Cost $20.02 Unrealized +9.0%
ABT ABBOTT LABS 0.0%
Value ($000) $311 Shares 6,916 Est. Cost $29.48 Unrealized +19.8%
TASER INTL INC COM 0.0%
Value ($000) $311 Shares 11,745 Est. Cost $26.48 Unrealized
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $306 Shares 5,484 Est. Cost $31.17 Unrealized +29.1%
NORTHEAST UTILS 0.0%
Value ($000) $305 Shares 5,704 Est. Cost $47.34 Unrealized
HRB H R BLOCK INC 0.0%
Value ($000) $302 Shares 8,957 Est. Cost $21.26 Unrealized 0.0%
HARRIS CORPORATION 0.0%
Value ($000) $301 Shares 4,196 Est. Cost $73.14 Unrealized
PEOPLES UNITED FINANCIAL INC 0.0%
Value ($000) $301 Shares 19,829 Est. Cost $14.88 Unrealized
IVV ISHARES TR S&P 500 INDEX 0.0%
Value ($000) $301 Shares 1,455 Est. Cost $162.01 Unrealized
MIMSX BNY MELLON FDS TR MIDCP STK IN 0.0%
Value ($000) $297 Shares 20,025 Est. Cost $14.44 Unrealized
ST. JUDE MEDICAL INC 0.0%
Value ($000) $292 Shares 4,496 Est. Cost $64.95 Unrealized
CCK CROWN HOLDINGS INC COM 0.0%
Value ($000) $290 Shares 5,699 Est. Cost $41.28 Unrealized +11.0%
KEY KEYCORP 0.0%
Value ($000) $283 Shares 20,362 Est. Cost $8.04 Unrealized +7.1%
ASR GRUPO AEROPORTUARIO DEL SURESP 0.0%
Value ($000) $278 Shares 2,106 Est. Cost $122.60 Unrealized
BNY MELLON FDS TR INCM STKFD I 0.0%
Value ($000) $266 Shares 29,520 Est. Cost $9.78 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $257 Shares 3,159 Est. Cost $44.82 Unrealized +9.8%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $255 Shares 2,398 Est. Cost $15.29 Unrealized +23.5%
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $253 Shares 3,577 Est. Cost $44.21 Unrealized +22.9%
GPRO GOPRO INC CL A 0.0%
Value ($000) $240 Shares 3,800 Est. Cost $73.70 Unrealized 0.0%
GIS GENERAL MILLS INC 0.0%
Value ($000) $240 Shares 4,500 Est. Cost $35.77 Unrealized -1.5%
BNY MELLON FDS TR FOC EQTOPP I 0.0%
Value ($000) $234 Shares 15,632 Est. Cost $17.45 Unrealized
SLB SCHLUMBERGER 0.0%
Value ($000) $232 Shares 2,714 Est. Cost $61.60 Unrealized +9.3%
MET METLIFE INC 0.0%
Value ($000) $220 Shares 4,070 Est. Cost $30.16 Unrealized +8.7%
VWO VANGUARD EMERGING MKTS ETF 0.0%
Value ($000) $215 Shares 5,360 Est. Cost $43.02 Unrealized
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $208 Shares 3,345 Est. Cost $48.55 Unrealized 0.0%
OMC OMNICOM GROUP 0.0%
Value ($000) $207 Shares 2,671 Est. Cost $50.26 Unrealized 0.0%
JPMORGAN CHASE & CO ALERIAN ML 0.0%
Value ($000) $205 Shares 4,465 Est. Cost $46.32 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $204 Shares 1,040 Est. Cost $117.83 Unrealized 0.0%
SVB FINL GROUP COM 0.0%
Value ($000) $203 Shares 1,750 Est. Cost $116.00 Unrealized
QUESTAR CORP 0.0%
Value ($000) $200 Shares 7,909 Est. Cost $25.29 Unrealized
DSEEX DOUBLELINE FDS TR SHIL EN CAPE 0.0%
Value ($000) $182 Shares 15,300 Est. Cost $10.65 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $155 Shares 14,665 Est. Cost $6.54 Unrealized +4.0%