MOODY LYNN & LIEBERSON, LLC Diversified Active

CIK: 0000938592 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 29, 2015

Total Value ($000): $626,951 (100.0% shares, 0.0% debt)

Holdings (181)

BIIB BIOGEN IDEC INC 3.4%
Value ($000) $21,481 Shares 50,875 Est. Cost $264.63 Unrealized +48.9%
AAPL APPLE INC. 3.3%
Value ($000) $20,421 Shares 164,117 Est. Cost $22.29 Unrealized +20.4%
EWG ISHARES INC MSCI GERMAN 3.3%
Value ($000) $20,397 Shares 683,561 Est. Cost $29.84 Unrealized
MA MASTERCARD INC CL A 3.1%
Value ($000) $19,499 Shares 225,706 Est. Cost $70.50 Unrealized +15.2%
AMGN AMGEN INC 3.0%
Value ($000) $18,858 Shares 117,975 Est. Cost $84.57 Unrealized +36.0%
CELGENE CORP COM 3.0%
Value ($000) $18,604 Shares 161,382 Est. Cost $102.75 Unrealized
DIS DISNEY WALT PRODUCTIONS 2.8%
Value ($000) $17,579 Shares 167,598 Est. Cost $65.68 Unrealized +39.9%
VEA VANGUARD TAX-MANAGED INTL FDMS 2.7%
Value ($000) $16,768 Shares 420,997 Est. Cost $39.86 Unrealized
MDT MEDTRONIC PLC 2.5%
Value ($000) $15,880 Shares 203,620 Est. Cost $58.10 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 2.4%
Value ($000) $14,911 Shares 103,317 Est. Cost $113.84 Unrealized +29.2%
META FACEBOOK INC CL A 2.2%
Value ($000) $13,910 Shares 169,185 Est. Cost $62.86 Unrealized +23.8%
GPC GENUINE PARTS CO 2.0%
Value ($000) $12,293 Shares 131,911 Est. Cost $54.75 Unrealized +28.6%
LOW LOWES CO 1.8%
Value ($000) $11,235 Shares 151,028 Est. Cost $49.04 Unrealized +20.2%
WALGREENS BOOTS ALLIANCE INC C 1.8%
Value ($000) $11,186 Shares 132,093 Est. Cost $76.20 Unrealized
NKE NIKE INC CLASS B 1.7%
Value ($000) $10,546 Shares 105,110 Est. Cost $37.49 Unrealized +11.2%
ACTAVIS PLC SHS 1.7%
Value ($000) $10,504 Shares 35,294 Est. Cost $241.46 Unrealized
WFC WELLS FARGO NEW 1.6%
Value ($000) $9,913 Shares 182,225 Est. Cost $34.23 Unrealized +16.4%
NVS NOVARTIS AG ADR SPONSORED 1.6%
Value ($000) $9,903 Shares 100,421 Est. Cost $98.61 Unrealized
V VISA INC COM CL A 1.6%
Value ($000) $9,774 Shares 149,420 Est. Cost $59.69 Unrealized +2.7%
TRV TRAVELERS COMPANIES INC 1.5%
Value ($000) $9,564 Shares 88,448 Est. Cost $69.56 Unrealized +20.7%
MRK MERCK & COMPANY 1.5%
Value ($000) $9,510 Shares 165,450 Est. Cost $34.49 Unrealized +16.8%
BA BOEING CO 1.5%
Value ($000) $9,440 Shares 62,899 Est. Cost $113.70 Unrealized +12.4%
UNP UNION PAC CORP 1.5%
Value ($000) $9,294 Shares 85,810 Est. Cost $68.52 Unrealized +34.0%
XOM EXXON MOBIL CORP 1.5%
Value ($000) $9,268 Shares 109,039 Est. Cost $58.23 Unrealized -4.6%
BLACKROCK INC CL A 1.5%
Value ($000) $9,249 Shares 25,282 Est. Cost $290.51 Unrealized
ITW ILLINOIS TOOL WORKS INC 1.3%
Value ($000) $8,441 Shares 86,893 Est. Cost $61.56 Unrealized +21.1%
INTU INTUIT INC 1.3%
Value ($000) $8,155 Shares 84,107 Est. Cost $77.59 Unrealized +9.7%
EPI WISDOMTREE TRUST INDIA ERNGS F 1.2%
Value ($000) $7,471 Shares 327,657 Est. Cost $22.52 Unrealized
EFA ISHARES TR MSCI EAFE INDEX 1.2%
Value ($000) $7,328 Shares 114,202 Est. Cost $64.17 Unrealized
MMM 3M COMPANY 1.2%
Value ($000) $7,212 Shares 43,724 Est. Cost $73.02 Unrealized +32.7%
IWF ISHARES TR RUSSL 1000 GRWT 1.1%
Value ($000) $7,175 Shares 72,532 Est. Cost $94.49 Unrealized
D DOMINION RES INC VA NEW 1.1%
Value ($000) $6,942 Shares 97,950 Est. Cost $44.28 Unrealized +5.2%
SPY SPDR TR UNIT SER 1 1.1%
Value ($000) $6,657 Shares 32,248 Est. Cost $200.74 Unrealized
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $6,631 Shares 65,911 Est. Cost $60.50 Unrealized +24.2%
SEE SEALED AIR CORP NEW 1.0%
Value ($000) $6,452 Shares 141,608 Est. Cost $33.08 Unrealized +11.9%
CVS CVS CORPORATION 1.0%
Value ($000) $6,334 Shares 61,368 Est. Cost $56.35 Unrealized +31.8%
PSX PHILLIPS 66 COM 1.0%
Value ($000) $6,268 Shares 79,742 Est. Cost $48.68 Unrealized +1.2%
MALLINCKRODT PUB LTD CO SHS 1.0%
Value ($000) $6,211 Shares 49,040 Est. Cost $96.36 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTDAD 1.0%
Value ($000) $6,090 Shares 97,754 Est. Cost $54.61 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 1.0%
Value ($000) $6,040 Shares 546,628 Est. Cost $6.86 Unrealized 0.0%
ISHARES INC MSCI JAPAN 0.9%
Value ($000) $5,864 Shares 468,008 Est. Cost $12.53 Unrealized
GILD GILEAD SCIENCES 0.9%
Value ($000) $5,708 Shares 58,164 Est. Cost $67.55 Unrealized +4.4%
DXJ WISDOMTREE TRUST JAPN HEDGE EQ 0.9%
Value ($000) $5,427 Shares 98,459 Est. Cost $49.23 Unrealized
NSRGY NESTLE S A ADR 0.8%
Value ($000) $5,218 Shares 69,048 Est. Cost $77.21 Unrealized
VFC V F CORP 0.8%
Value ($000) $4,833 Shares 64,171 Est. Cost $64.31 Unrealized +7.6%
EA ELECTRONIC ARTS 0.8%
Value ($000) $4,743 Shares 80,640 Est. Cost $52.42 Unrealized 0.0%
FEZ SPDR INDEX SHS FDS EURO STOXX 0.7%
Value ($000) $4,673 Shares 120,388 Est. Cost $38.82 Unrealized
TXN TEXAS INSTRUMENTS INC 0.7%
Value ($000) $4,629 Shares 80,945 Est. Cost $41.73 Unrealized 0.0%
MS MORGAN STANLEY DEAN WITTER 0.7%
Value ($000) $4,618 Shares 129,380 Est. Cost $26.67 Unrealized 0.0%
WHITEWAVE FOODS CO COM CL A 0.7%
Value ($000) $4,601 Shares 103,772 Est. Cost $20.41 Unrealized
STAG STAG INDL INC COM 0.7%
Value ($000) $4,268 Shares 181,446 Est. Cost $21.28 Unrealized
GOOGLE INC CL A 0.7%
Value ($000) $4,248 Shares 7,659 Est. Cost $896.01 Unrealized
PRICELINE.COM INC 0.6%
Value ($000) $4,045 Shares 3,475 Est. Cost $894.96 Unrealized
SBUX STARBUCKS CORP COM 0.6%
Value ($000) $3,975 Shares 83,942 Est. Cost $33.43 Unrealized +8.0%
MAGELLAN MIDSTREAM PARTNERS LP 0.6%
Value ($000) $3,839 Shares 50,047 Est. Cost $54.50 Unrealized
EOG EOG RESOURCES INC. 0.6%
Value ($000) $3,574 Shares 38,979 Est. Cost $62.61 Unrealized +5.7%
HON HONEYWELL INTERNATIONAL, INC. 0.6%
Value ($000) $3,548 Shares 34,010 Est. Cost $72.99 Unrealized 0.0%
IWM ISHARES TR RSSLL 2000 INDX 0.5%
Value ($000) $3,106 Shares 24,972 Est. Cost $109.83 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.5%
Value ($000) $3,022 Shares 47,689 Est. Cost $50.44 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.5%
Value ($000) $3,016 Shares 106,302 Est. Cost $29.06 Unrealized
FISV FISERV INC 0.5%
Value ($000) $2,860 Shares 36,023 Est. Cost $24.80 Unrealized +53.7%
LIBERTY MEDIA CORP DELAWARE CO 0.4%
Value ($000) $2,821 Shares 73,854 Est. Cost $46.98 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $2,818 Shares 102,380 Est. Cost $17.70 Unrealized +13.6%
CVX CHEVRONTEXACO CORPORATION 0.4%
Value ($000) $2,679 Shares 25,523 Est. Cost $71.35 Unrealized -6.2%
HEDJ WISDOMTREE TR EUROPE HEDGED 0.4%
Value ($000) $2,546 Shares 38,497 Est. Cost $66.14 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $2,510 Shares 72,142 Est. Cost $16.99 Unrealized +18.3%
LLY LILLY ELI & CO 0.4%
Value ($000) $2,475 Shares 34,068 Est. Cost $42.43 Unrealized +38.2%
MEDIVATION INC COM 0.4%
Value ($000) $2,430 Shares 18,830 Est. Cost $121.24 Unrealized
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $2,380 Shares 48,951 Est. Cost $26.41 Unrealized +4.6%
PEP PEPSICO INC 0.4%
Value ($000) $2,308 Shares 24,142 Est. Cost $68.03 Unrealized +2.5%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $2,253 Shares 34,930 Est. Cost $29.72 Unrealized +46.2%
ADP AUTOMATIC DATA PROCESSING 0.3%
Value ($000) $2,108 Shares 24,617 Est. Cost $46.41 Unrealized +46.3%
MO ALTRIA GROUP INC 0.3%
Value ($000) $2,105 Shares 42,079 Est. Cost $16.30 Unrealized +60.7%
GENERAL ELEC CO 0.3%
Value ($000) $2,059 Shares 83,003 Est. Cost $25.15 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $1,873 Shares 46,062 Est. Cost $31.84 Unrealized +17.0%
ACE LTD SHS 0.3%
Value ($000) $1,836 Shares 16,468 Est. Cost $95.89 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $1,743 Shares 17,886 Est. Cost $71.66 Unrealized +0.7%
EPD ENTERPRISE PRODS PARTNERS LP U 0.3%
Value ($000) $1,616 Shares 49,088 Est. Cost $51.43 Unrealized
UAA UNDER ARMOUR INC CL A 0.2%
Value ($000) $1,557 Shares 19,284 Est. Cost $18.43 Unrealized +99.6%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,551 Shares 24,909 Est. Cost $40.74 Unrealized +11.9%
T A T & T INC 0.2%
Value ($000) $1,522 Shares 46,612 Est. Cost $11.37 Unrealized +3.7%
DIA SPDR DOW JONES INDL AVRG ETF 0.2%
Value ($000) $1,494 Shares 8,414 Est. Cost $148.84 Unrealized
LIBERTY MEDIA CORP DELAWARE CL 0.2%
Value ($000) $1,436 Shares 37,249 Est. Cost $127.14 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $1,409 Shares 34,755 Est. Cost $27.76 Unrealized +6.7%
CHENIERE ENERGY PTNRS LP HLDCO 0.2%
Value ($000) $1,397 Shares 58,290 Est. Cost $24.58 Unrealized
BURL BURLINGTON STORES INC COM 0.2%
Value ($000) $1,389 Shares 23,370 Est. Cost $42.52 Unrealized +26.1%
VEU VANGUARD INTL EQUITY INDEX FAL 0.2%
Value ($000) $1,293 Shares 26,530 Est. Cost $44.23 Unrealized
EATON VANCE CORP 0.2%
Value ($000) $1,268 Shares 30,441 Est. Cost $39.85 Unrealized
GEO GEO GROUP INC NEW COM 0.2%
Value ($000) $1,181 Shares 26,999 Est. Cost $14.38 Unrealized +12.9%
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $1,154 Shares 27,445 Est. Cost $22.48 Unrealized +6.2%
LBRDK LIBERTY BROADBAND CORP COM SER 0.2%
Value ($000) $1,042 Shares 18,416 Est. Cost $46.10 Unrealized +2.9%
VFINX VANGUARD INDEX TR 500 PORTFOLI 0.2%
Value ($000) $997 Shares 5,226 Est. Cost $151.37 Unrealized
PG PROCTER & GAMBLE COMPANY 0.2%
Value ($000) $976 Shares 11,915 Est. Cost $55.00 Unrealized +15.6%
SJM SMUCKER J M CO 0.2%
Value ($000) $961 Shares 8,304 Est. Cost $70.94 Unrealized +12.0%
EQT EQT CORP 0.1%
Value ($000) $899 Shares 10,853 Est. Cost $37.67 Unrealized +3.3%
VTI VANGUARD INDEX TR STK MRK VIPE 0.1%
Value ($000) $894 Shares 8,332 Est. Cost $89.89 Unrealized
IJH ISHARES TR S&P MIDCAP 400 0.1%
Value ($000) $867 Shares 5,702 Est. Cost $119.23 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC CO 0.1%
Value ($000) $831 Shares 13,640 Est. Cost $46.16 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $804 Shares 8,175 Est. Cost $26.27 Unrealized +161.6%
VIG VANGUARD DIVIDEND APPRCTN FD 0.1%
Value ($000) $799 Shares 9,930 Est. Cost $66.16 Unrealized
ALPS ETF TR ALERIAN MLP 0.1%
Value ($000) $790 Shares 47,674 Est. Cost $17.78 Unrealized
SIRONA DENTAL SYSTEMS INC COM 0.1%
Value ($000) $776 Shares 8,625 Est. Cost $69.59 Unrealized
GBDC GOLUB CAPITAL BDC INC 0.1%
Value ($000) $702 Shares 40,009 Est. Cost $6.06 Unrealized +8.6%
AVAGO TECHNOLOGIES LTD SHS 0.1%
Value ($000) $689 Shares 5,424 Est. Cost $56.83 Unrealized
IWN ISHARES TR RUSSELL 2000 VA 0.1%
Value ($000) $619 Shares 6,000 Est. Cost $85.94 Unrealized
IWO ISHARES TR RUSSELL 2000 GR 0.1%
Value ($000) $619 Shares 4,085 Est. Cost $114.58 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEAL 0.1%
Value ($000) $602 Shares 8,310 Est. Cost $60.57 Unrealized
TORTOISE ENERGY INFRSTRCTR COM 0.1%
Value ($000) $597 Shares 14,203 Est. Cost $46.50 Unrealized
ILMN ILLUMINA INC COM 0.1%
Value ($000) $555 Shares 2,989 Est. Cost $76.50 Unrealized +146.2%
LBRDA LIBERTY BROADBAND CORP COM SER 0.1%
Value ($000) $506 Shares 8,966 Est. Cost $46.22 Unrealized +2.9%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $501 Shares 3,311 Est. Cost $61.55 Unrealized +71.9%
LEA LEAR CORP COM NEW 0.1%
Value ($000) $494 Shares 4,457 Est. Cost $47.70 Unrealized +81.7%
GLD SPDR GOLD TRUST GOLD SHS 0.1%
Value ($000) $491 Shares 4,219 Est. Cost $125.60 Unrealized
BANK OF THE OZARKS INC COM 0.1%
Value ($000) $485 Shares 13,144 Est. Cost $42.50 Unrealized
MONMOUTH REAL ESTATE INVT TRCO 0.1%
Value ($000) $445 Shares 40,051 Est. Cost $10.13 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $436 Shares 3,842 Est. Cost $60.90 Unrealized +40.1%
FXI ISHARES TR FTSE XNHUA IDX 0.1%
Value ($000) $408 Shares 9,185 Est. Cost $41.63 Unrealized
DIPLOMAT PHARMACY INC COM 0.1%
Value ($000) $408 Shares 11,791 Est. Cost $34.60 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $406 Shares 5,283 Est. Cost $53.65 Unrealized 0.0%
MGA MAGNA INTL INC CL A 0.1%
Value ($000) $406 Shares 7,566 Est. Cost $30.93 Unrealized +21.9%
SBA COMMUNICATIONS CORP CL A 0.1%
Value ($000) $395 Shares 3,373 Est. Cost $75.82 Unrealized
PINNACLE FINL PARTNERS INC COM 0.1%
Value ($000) $394 Shares 8,859 Est. Cost $30.17 Unrealized
SBNY SIGNATURE BK NEW YORK N Y COM 0.1%
Value ($000) $389 Shares 3,000 Est. Cost $84.13 Unrealized
INDIA FUND INC. 0.1%
Value ($000) $389 Shares 13,740 Est. Cost $25.81 Unrealized
NWL NEWELL RUBBERMAID INC. 0.1%
Value ($000) $385 Shares 9,847 Est. Cost $17.03 Unrealized +48.3%
RCL ROYAL CARIBBEAN CRUISES LTD CO 0.1%
Value ($000) $385 Shares 4,706 Est. Cost $43.73 Unrealized +58.8%
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $380 Shares 4,857 Est. Cost $33.88 Unrealized +68.9%
AIRGAS INC 0.1%
Value ($000) $374 Shares 3,529 Est. Cost $98.96 Unrealized
TWITTER INC COM 0.1%
Value ($000) $371 Shares 7,404 Est. Cost $50.11 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $369 Shares 1,964 Est. Cost $140.58 Unrealized +6.6%
HIG HARTFORD FINANCIAL SERVICES 0.1%
Value ($000) $364 Shares 8,704 Est. Cost $27.67 Unrealized +17.6%
LDR HLDG CORP COM 0.1%
Value ($000) $364 Shares 9,943 Est. Cost $23.75 Unrealized
CHD CHURCH & DWIGHT CO 0.1%
Value ($000) $361 Shares 4,230 Est. Cost $26.33 Unrealized +36.9%
PFG PRINCIPAL FINANCIAL GROUP INCO 0.1%
Value ($000) $358 Shares 6,971 Est. Cost $23.79 Unrealized +41.6%
HSIC SCHEIN HENRY INC COM 0.1%
Value ($000) $356 Shares 2,551 Est. Cost $45.84 Unrealized +19.8%
TXNM PNM RES INC COM 0.1%
Value ($000) $354 Shares 12,113 Est. Cost $25.36 Unrealized +14.8%
SERVICEMASTER GLOBAL HLDGS ICO 0.1%
Value ($000) $354 Shares 10,486 Est. Cost $33.76 Unrealized
MEAD JOHNSON NUTRITION CO 0.1%
Value ($000) $345 Shares 3,430 Est. Cost $83.75 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $344 Shares 7,416 Est. Cost $30.01 Unrealized +24.7%
TD AMERITRADE HOLDING CORP 0.1%
Value ($000) $343 Shares 9,208 Est. Cost $26.62 Unrealized
CHRS COHERUS BIOSCIENCES INC COM 0.1%
Value ($000) $338 Shares 11,040 Est. Cost $25.85 Unrealized 0.0%
HARRIS CORPORATION 0.1%
Value ($000) $336 Shares 4,266 Est. Cost $73.24 Unrealized
FRCB FIRST REP BK SAN FRAN CALI NCO 0.1%
Value ($000) $326 Shares 5,713 Est. Cost $51.25 Unrealized 0.0%
NVRI HARSCO CORP 0.1%
Value ($000) $324 Shares 18,788 Est. Cost $25.57 Unrealized -35.5%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $320 Shares 4,620 Est. Cost $44.53 Unrealized +20.5%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $320 Shares 3,111 Est. Cost $71.61 Unrealized +17.6%
SFM SPROUTS FMRS MKT INC COM 0.1%
Value ($000) $318 Shares 9,027 Est. Cost $35.41 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $316 Shares 4,322 Est. Cost $57.99 Unrealized -3.8%
UHS UNIVERSAL HEALTH SVCS INC 0.1%
Value ($000) $314 Shares 2,664 Est. Cost $105.74 Unrealized 0.0%
CCK CROWN HOLDINGS INC COM 0.0%
Value ($000) $313 Shares 5,788 Est. Cost $41.37 Unrealized +14.2%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $309 Shares 5,580 Est. Cost $31.36 Unrealized +35.0%
MIMSX BNY MELLON FDS TR MIDCP STK IN 0.0%
Value ($000) $307 Shares 20,025 Est. Cost $14.44 Unrealized
PEOPLES UNITED FINANCIAL INC 0.0%
Value ($000) $306 Shares 20,147 Est. Cost $14.88 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $306 Shares 3,725 Est. Cost $20.02 Unrealized +15.1%
FRANKLIN FINANCIAL NETWORK 0.0%
Value ($000) $304 Shares 14,465 Est. Cost $21.02 Unrealized
TATA MTRS LTD SPONSORED ADR 0.0%
Value ($000) $303 Shares 6,733 Est. Cost $45.00 Unrealized
IVV ISHARES TR S&P 500 INDEX 0.0%
Value ($000) $302 Shares 1,455 Est. Cost $162.01 Unrealized
ST. JUDE MEDICAL INC 0.0%
Value ($000) $299 Shares 4,570 Est. Cost $64.95 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSOR 0.0%
Value ($000) $296 Shares 3,550 Est. Cost $97.88 Unrealized
KEY KEYCORP 0.0%
Value ($000) $293 Shares 20,721 Est. Cost $8.06 Unrealized +11.0%
BAH BOOZ ALLEN HAMILTON HLDG CORCL 0.0%
Value ($000) $291 Shares 10,046 Est. Cost $23.83 Unrealized 0.0%
ASR GRUPO AEROPORTUARIO DEL SURESP 0.0%
Value ($000) $288 Shares 2,142 Est. Cost $122.79 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $288 Shares 5,704 Est. Cost $36.21 Unrealized 0.0%
BNY MELLON FDS TR INCM STKFD I 0.0%
Value ($000) $272 Shares 29,520 Est. Cost $9.78 Unrealized
CONCHO RES INC COM 0.0%
Value ($000) $264 Shares 2,275 Est. Cost $99.64 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $255 Shares 4,500 Est. Cost $35.77 Unrealized +2.4%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $250 Shares 2,398 Est. Cost $15.29 Unrealized +29.9%
BNY MELLON FDS TR FOC EQTOPP I 0.0%
Value ($000) $244 Shares 15,632 Est. Cost $17.45 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $239 Shares 2,042 Est. Cost $117.04 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $235 Shares 4,400 Est. Cost $53.41 Unrealized
VWO VANGUARD EMERGING MKTS ETF 0.0%
Value ($000) $230 Shares 5,630 Est. Cost $42.92 Unrealized
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $228 Shares 3,345 Est. Cost $48.55 Unrealized +11.7%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $227 Shares 1,040 Est. Cost $117.83 Unrealized +11.7%
SVB FINL GROUP COM 0.0%
Value ($000) $222 Shares 1,750 Est. Cost $116.00 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $218 Shares 2,170 Est. Cost $78.27 Unrealized 0.0%
OMC OMNICOM GROUP 0.0%
Value ($000) $208 Shares 2,671 Est. Cost $50.26 Unrealized +5.5%
MET METLIFE INC 0.0%
Value ($000) $206 Shares 4,070 Est. Cost $30.16 Unrealized +3.5%
SLB SCHLUMBERGER 0.0%
Value ($000) $206 Shares 2,464 Est. Cost $61.60 Unrealized -0.4%
ANNALY MTG MGMT INC COM 0.0%
Value ($000) $200 Shares 19,250 Est. Cost $10.81 Unrealized
MARKET VECTORS ETF TR GOLD MIN 0.0%
Value ($000) $189 Shares 10,365 Est. Cost $18.23 Unrealized
EPIRUS BIOPHARMACEUTICALS INCO 0.0%
Value ($000) $142 Shares 15,836 Est. Cost $8.97 Unrealized