MOODY LYNN & LIEBERSON, LLC Diversified Active

CIK: 0000938592 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 25, 2015

Total Value ($000): $628,378 (100.0% shares, 0.0% debt)

Holdings (190)

MA MASTERCARD INC CL A 3.3%
Value ($000) $20,660 Shares 221,012 Est. Cost $70.50 Unrealized +22.1%
DIS DISNEY WALT PRODUCTIONS 3.2%
Value ($000) $20,170 Shares 176,712 Est. Cost $67.45 Unrealized +48.3%
AAPL APPLE INC. 3.0%
Value ($000) $18,978 Shares 151,312 Est. Cost $22.29 Unrealized +28.1%
VEA VANGUARD TAX-MANAGED INTL FDMS 3.0%
Value ($000) $18,777 Shares 473,580 Est. Cost $39.84 Unrealized
CELGENE CORP COM 2.8%
Value ($000) $17,371 Shares 150,097 Est. Cost $102.75 Unrealized
META FACEBOOK INC CL A 2.6%
Value ($000) $16,550 Shares 192,964 Est. Cost $65.11 Unrealized +24.5%
WALGREENS BOOTS ALLIANCE INC C 2.5%
Value ($000) $15,500 Shares 183,561 Est. Cost $78.51 Unrealized
MDT MEDTRONIC PLC 2.4%
Value ($000) $14,908 Shares 201,192 Est. Cost $58.10 Unrealized +1.2%
PRU PRUDENTIAL FINL INC COM 2.4%
Value ($000) $14,790 Shares 168,992 Est. Cost $53.25 Unrealized 0.0%
TMO THERMO ELECTRON CORP 2.3%
Value ($000) $14,511 Shares 111,827 Est. Cost $126.27 Unrealized 0.0%
NKE NIKE INC CLASS B 2.3%
Value ($000) $14,197 Shares 131,428 Est. Cost $38.95 Unrealized +15.0%
ALLERGAN PLC SHS 1.9%
Value ($000) $11,853 Shares 39,058 Est. Cost $303.47 Unrealized
WFC WELLS FARGO NEW 1.9%
Value ($000) $11,756 Shares 209,025 Est. Cost $35.15 Unrealized +17.7%
GPC GENUINE PARTS CO 1.8%
Value ($000) $11,557 Shares 129,082 Est. Cost $54.75 Unrealized +23.7%
NWL NEWELL RUBBERMAID INC. 1.8%
Value ($000) $11,267 Shares 274,066 Est. Cost $26.06 Unrealized +1.3%
IWM ISHARES TR RSSLL 2000 INDX 1.7%
Value ($000) $10,736 Shares 85,985 Est. Cost $120.49 Unrealized
V VISA INC COM CL A 1.6%
Value ($000) $10,095 Shares 150,341 Est. Cost $59.69 Unrealized +5.4%
NVS NOVARTIS AG ADR SPONSORED 1.5%
Value ($000) $9,678 Shares 98,410 Est. Cost $98.61 Unrealized
EFA ISHARES TR MSCI EAFE INDEX 1.5%
Value ($000) $9,456 Shares 148,932 Est. Cost $64.01 Unrealized
LOW LOWES CO 1.5%
Value ($000) $9,377 Shares 140,025 Est. Cost $49.04 Unrealized +19.9%
XOM EXXON MOBIL CORP 1.4%
Value ($000) $9,061 Shares 108,910 Est. Cost $58.23 Unrealized -6.8%
SEE SEALED AIR CORP NEW 1.4%
Value ($000) $8,864 Shares 172,509 Est. Cost $34.36 Unrealized +17.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 1.4%
Value ($000) $8,658 Shares 63,609 Est. Cost $113.84 Unrealized +25.3%
ITW ILLINOIS TOOL WORKS INC 1.3%
Value ($000) $7,859 Shares 85,618 Est. Cost $61.56 Unrealized +20.2%
HEDJ WISDOMTREE TR EUROPE HEDGED 1.2%
Value ($000) $7,747 Shares 125,780 Est. Cost $62.98 Unrealized
ISHARES MSCI UNITED KINGDOM 1.2%
Value ($000) $7,720 Shares 423,028 Est. Cost $18.25 Unrealized
C CITIGROUP INC 1.2%
Value ($000) $7,698 Shares 139,363 Est. Cost $40.55 Unrealized 0.0%
GILD GILEAD SCIENCES 1.1%
Value ($000) $7,151 Shares 61,080 Est. Cost $67.95 Unrealized +11.8%
GS GOLDMAN SACHS GROUP INC 1.1%
Value ($000) $7,076 Shares 33,891 Est. Cost $163.22 Unrealized +0.9%
MET METLIFE INC 1.1%
Value ($000) $7,011 Shares 125,225 Est. Cost $33.03 Unrealized +0.3%
GENERAL ELEC CO 1.1%
Value ($000) $6,932 Shares 260,892 Est. Cost $26.12 Unrealized
TRV TRAVELERS COMPANIES INC 1.1%
Value ($000) $6,912 Shares 71,505 Est. Cost $69.56 Unrealized +16.3%
BLACKROCK INC CL A 1.1%
Value ($000) $6,870 Shares 19,858 Est. Cost $290.51 Unrealized
CVS CVS CORPORATION 1.1%
Value ($000) $6,844 Shares 65,260 Est. Cost $57.47 Unrealized +30.9%
SPY SPDR TR UNIT SER 1 1.1%
Value ($000) $6,688 Shares 32,488 Est. Cost $200.74 Unrealized
KEY KEYCORP 1.0%
Value ($000) $6,586 Shares 438,495 Est. Cost $9.56 Unrealized +0.8%
PSX PHILLIPS 66 COM 1.0%
Value ($000) $6,275 Shares 77,895 Est. Cost $48.68 Unrealized +10.3%
ISHARES INC MSCI JAPAN 1.0%
Value ($000) $6,194 Shares 483,551 Est. Cost $12.54 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $6,176 Shares 63,372 Est. Cost $60.50 Unrealized +23.1%
HBAN HUNTINGTON BANCSHARES INC COM 1.0%
Value ($000) $6,090 Shares 538,499 Est. Cost $6.86 Unrealized +6.6%
BIIB BIOGEN IDEC INC 1.0%
Value ($000) $6,083 Shares 15,059 Est. Cost $264.63 Unrealized +51.7%
EA ELECTRONIC ARTS 1.0%
Value ($000) $5,998 Shares 90,200 Est. Cost $53.20 Unrealized +12.4%
RF REGIONS FINANCIAL CORP NEW COM 0.9%
Value ($000) $5,797 Shares 559,535 Est. Cost $6.93 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS LTDAD 0.9%
Value ($000) $5,646 Shares 95,538 Est. Cost $54.61 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.9%
Value ($000) $5,589 Shares 10,956 Est. Cost $485.93 Unrealized 0.0%
EPI WISDOMTREE TRUST INDIA ERNGS F 0.8%
Value ($000) $5,271 Shares 243,241 Est. Cost $22.52 Unrealized
INTU INTUIT INC 0.8%
Value ($000) $5,193 Shares 51,529 Est. Cost $77.59 Unrealized +20.9%
WHITEWAVE FOODS CO COM CL A 0.8%
Value ($000) $5,019 Shares 102,685 Est. Cost $20.41 Unrealized
SYNA SYNAPTICS INC COM 0.8%
Value ($000) $5,011 Shares 57,769 Est. Cost $91.26 Unrealized 0.0%
NSRGY NESTLE S A ADR 0.8%
Value ($000) $4,916 Shares 68,064 Est. Cost $77.21 Unrealized
EOG EOG RESOURCES INC. 0.7%
Value ($000) $4,615 Shares 52,712 Est. Cost $63.97 Unrealized +6.0%
XLF SPDR FD FINANCIAL 0.7%
Value ($000) $4,260 Shares 174,752 Est. Cost $24.38 Unrealized
SBUX STARBUCKS CORP COM 0.7%
Value ($000) $4,142 Shares 77,262 Est. Cost $33.43 Unrealized +22.4%
CMCSA COMCAST CORP CL A 0.7%
Value ($000) $4,129 Shares 68,649 Est. Cost $22.98 Unrealized 0.0%
GOOGLE INC CL A 0.6%
Value ($000) $4,009 Shares 7,423 Est. Cost $896.01 Unrealized
SVB FINL GROUP COM 0.6%
Value ($000) $4,000 Shares 27,784 Est. Cost $142.21 Unrealized
PRICELINE.COM INC 0.6%
Value ($000) $3,954 Shares 3,434 Est. Cost $894.96 Unrealized
DXJ WISDOMTREE TRUST JAPN HEDGE EQ 0.6%
Value ($000) $3,733 Shares 65,261 Est. Cost $49.23 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.5%
Value ($000) $3,399 Shares 34,610 Est. Cost $90.32 Unrealized +0.9%
IWF ISHARES TR RUSSL 1000 GRWT 0.5%
Value ($000) $3,079 Shares 31,093 Est. Cost $94.49 Unrealized
NFLX NETFLIX COM INC 0.5%
Value ($000) $2,971 Shares 31,654 Est. Cost $8.37 Unrealized 0.0%
FISV FISERV INC 0.5%
Value ($000) $2,930 Shares 35,373 Est. Cost $24.80 Unrealized +62.1%
ET ENERGY TRANSFER EQUITY LP 0.5%
Value ($000) $2,919 Shares 90,980 Est. Cost $41.71 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.5%
Value ($000) $2,899 Shares 104,221 Est. Cost $29.06 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $2,812 Shares 102,415 Est. Cost $17.70 Unrealized +16.6%
LLY LILLY ELI & CO 0.4%
Value ($000) $2,812 Shares 33,683 Est. Cost $42.43 Unrealized +48.9%
LIBERTY MEDIA CORP DELAWARE CO 0.4%
Value ($000) $2,598 Shares 72,362 Est. Cost $46.98 Unrealized
CVX CHEVRONTEXACO CORPORATION 0.4%
Value ($000) $2,457 Shares 25,471 Est. Cost $71.35 Unrealized -6.9%
PFE PFIZER INC 0.4%
Value ($000) $2,427 Shares 72,394 Est. Cost $16.99 Unrealized +22.3%
MRK MERCK & COMPANY 0.4%
Value ($000) $2,330 Shares 40,928 Est. Cost $34.49 Unrealized +16.7%
STAG STAG INDL INC COM 0.4%
Value ($000) $2,322 Shares 116,080 Est. Cost $21.28 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $2,306 Shares 34,655 Est. Cost $29.72 Unrealized +54.8%
MMM 3M COMPANY 0.4%
Value ($000) $2,304 Shares 14,933 Est. Cost $73.02 Unrealized +29.9%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $2,271 Shares 48,718 Est. Cost $26.41 Unrealized +7.2%
UAA UNDER ARMOUR INC CL A 0.4%
Value ($000) $2,271 Shares 27,221 Est. Cost $24.85 Unrealized +62.8%
LINKEDIN CORP COM CL A 0.3%
Value ($000) $2,190 Shares 10,597 Est. Cost $206.66 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $1,993 Shares 45,139 Est. Cost $31.84 Unrealized +23.4%
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,979 Shares 40,466 Est. Cost $16.30 Unrealized +55.0%
ADP AUTOMATIC DATA PROCESSING 0.3%
Value ($000) $1,929 Shares 24,042 Est. Cost $46.41 Unrealized +45.7%
MOBILEYE N V AMSTELVEEN ORD SH 0.3%
Value ($000) $1,873 Shares 35,225 Est. Cost $53.17 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEAL 0.3%
Value ($000) $1,737 Shares 23,350 Est. Cost $69.47 Unrealized
T A T & T INC 0.3%
Value ($000) $1,686 Shares 47,453 Est. Cost $11.38 Unrealized +7.3%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,642 Shares 17,268 Est. Cost $71.66 Unrealized +3.5%
ACE LTD SHS 0.3%
Value ($000) $1,621 Shares 15,943 Est. Cost $95.89 Unrealized
MS MORGAN STANLEY DEAN WITTER 0.3%
Value ($000) $1,593 Shares 41,060 Est. Cost $26.67 Unrealized +6.5%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,502 Shares 24,453 Est. Cost $40.74 Unrealized +13.9%
DIA SPDR DOW JONES INDL AVRG ETF 0.2%
Value ($000) $1,462 Shares 8,315 Est. Cost $148.84 Unrealized
CHENIERE ENERGY PTNRS LP HLDCO 0.2%
Value ($000) $1,458 Shares 62,265 Est. Cost $24.51 Unrealized
AMZN AMAZON COM INC COM 0.2%
Value ($000) $1,385 Shares 3,190 Est. Cost $20.90 Unrealized 0.0%
KO COCA COLA CO 0.2%
Value ($000) $1,353 Shares 34,477 Est. Cost $27.76 Unrealized +4.6%
LIBERTY MEDIA CORP DELAWARE CL 0.2%
Value ($000) $1,316 Shares 36,503 Est. Cost $127.14 Unrealized
BA BOEING CO 0.2%
Value ($000) $1,218 Shares 8,781 Est. Cost $113.70 Unrealized +13.3%
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $1,057 Shares 27,538 Est. Cost $22.48 Unrealized +8.2%
VEU VANGUARD INTL EQUITY INDEX FAL 0.2%
Value ($000) $1,045 Shares 21,530 Est. Cost $44.23 Unrealized
VFINX VANGUARD INDEX TR 500 PORTFOLI 0.2%
Value ($000) $995 Shares 5,226 Est. Cost $151.37 Unrealized
PG PROCTER & GAMBLE COMPANY 0.2%
Value ($000) $956 Shares 12,215 Est. Cost $55.12 Unrealized +8.8%
VTI VANGUARD INDEX TR STK MRK VIPE 0.1%
Value ($000) $925 Shares 8,640 Est. Cost $90.50 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER 0.1%
Value ($000) $923 Shares 18,046 Est. Cost $46.10 Unrealized +8.2%
SJM SMUCKER J M CO 0.1%
Value ($000) $900 Shares 8,304 Est. Cost $70.94 Unrealized +18.8%
SIRONA DENTAL SYSTEMS INC COM 0.1%
Value ($000) $880 Shares 8,765 Est. Cost $70.08 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $867 Shares 8,326 Est. Cost $27.27 Unrealized +199.3%
IJH ISHARES TR S&P MIDCAP 400 0.1%
Value ($000) $855 Shares 5,702 Est. Cost $119.23 Unrealized
CAVIUM INC COM 0.1%
Value ($000) $847 Shares 12,310 Est. Cost $68.81 Unrealized
BARRICK GOLD CORP 0.1%
Value ($000) $754 Shares 70,685 Est. Cost $10.67 Unrealized
AVAGO TECHNOLOGIES LTD SHS 0.1%
Value ($000) $736 Shares 5,538 Est. Cost $58.40 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC CO 0.1%
Value ($000) $735 Shares 13,844 Est. Cost $46.27 Unrealized
ALPS ETF TR ALERIAN MLP 0.1%
Value ($000) $719 Shares 46,180 Est. Cost $17.78 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $670 Shares 10,020 Est. Cost $44.28 Unrealized +0.7%
ILMN ILLUMINA INC COM 0.1%
Value ($000) $668 Shares 3,057 Est. Cost $79.14 Unrealized +146.8%
VIG VANGUARD DIVIDEND APPRCTN FD 0.1%
Value ($000) $662 Shares 8,430 Est. Cost $66.16 Unrealized
IWO ISHARES TR RUSSELL 2000 GR 0.1%
Value ($000) $631 Shares 4,085 Est. Cost $114.58 Unrealized
IWN ISHARES TR RUSSELL 2000 VA 0.1%
Value ($000) $612 Shares 6,000 Est. Cost $85.94 Unrealized
FIREEYE INC COM 0.1%
Value ($000) $610 Shares 12,480 Est. Cost $48.88 Unrealized
BANK OF THE OZARKS INC COM 0.1%
Value ($000) $587 Shares 12,820 Est. Cost $42.50 Unrealized
DIPLOMAT PHARMACY INC COM 0.1%
Value ($000) $547 Shares 12,218 Est. Cost $34.96 Unrealized
LEA LEAR CORP COM NEW 0.1%
Value ($000) $514 Shares 4,578 Est. Cost $48.95 Unrealized +94.0%
EQT EQT CORP 0.1%
Value ($000) $513 Shares 6,302 Est. Cost $37.67 Unrealized +14.4%
PINNACLE FINL PARTNERS INC COM 0.1%
Value ($000) $498 Shares 9,158 Est. Cost $30.96 Unrealized
TOTAL FINA ELF S A ADR SPONS 0.1%
Value ($000) $457 Shares 9,298 Est. Cost $49.15 Unrealized
SBNY SIGNATURE BK NEW YORK N Y COM 0.1%
Value ($000) $452 Shares 3,088 Est. Cost $85.90 Unrealized
SPDR GOLD TRUST GOLD SHS 0.1%
Value ($000) $448 Shares 4,030 Est. Cost $111.17 Unrealized
LBRDA LIBERTY BROADBAND CORP COM SER 0.1%
Value ($000) $448 Shares 8,782 Est. Cost $46.22 Unrealized +8.0%
HD HOME DEPOT INC 0.1%
Value ($000) $447 Shares 4,022 Est. Cost $62.07 Unrealized +40.3%
LDR HLDG CORP COM 0.1%
Value ($000) $442 Shares 10,220 Est. Cost $24.28 Unrealized
TORTOISE ENERGY INFRSTRCTR COM 0.1%
Value ($000) $437 Shares 11,836 Est. Cost $46.50 Unrealized
MGA MAGNA INTL INC CL A 0.1%
Value ($000) $436 Shares 7,767 Est. Cost $31.19 Unrealized +31.2%
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $412 Shares 5,467 Est. Cost $53.91 Unrealized +14.0%
SBA COMMUNICATIONS CORP CL A 0.1%
Value ($000) $404 Shares 3,514 Est. Cost $77.40 Unrealized
SERVICEMASTER GLOBAL HLDGS ICO 0.1%
Value ($000) $394 Shares 10,891 Est. Cost $33.85 Unrealized
UHS UNIVERSAL HEALTH SVCS INC 0.1%
Value ($000) $392 Shares 2,761 Est. Cost $106.24 Unrealized +12.8%
GBDC GOLUB CAPITAL BDC INC 0.1%
Value ($000) $388 Shares 23,414 Est. Cost $6.06 Unrealized +8.2%
EATON VANCE CORP 0.1%
Value ($000) $386 Shares 9,864 Est. Cost $39.85 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD CO 0.1%
Value ($000) $381 Shares 4,836 Est. Cost $44.36 Unrealized +51.4%
HSIC SCHEIN HENRY INC COM 0.1%
Value ($000) $375 Shares 2,642 Est. Cost $46.16 Unrealized +19.8%
HIG HARTFORD FINANCIAL SERVICES 0.1%
Value ($000) $374 Shares 8,998 Est. Cost $27.85 Unrealized +19.6%
FRCB FIRST REP BK SAN FRAN CALI NCO 0.1%
Value ($000) $373 Shares 5,925 Est. Cost $51.46 Unrealized +11.0%
PEP PEPSICO INC 0.1%
Value ($000) $373 Shares 4,001 Est. Cost $68.03 Unrealized +1.9%
FIDELITY CONCORD STR TR SP 500 0.1%
Value ($000) $370 Shares 5,062 Est. Cost $73.09 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INCO 0.1%
Value ($000) $368 Shares 7,170 Est. Cost $24.10 Unrealized +45.3%
FRANKLIN FINANCIAL NETWORK 0.1%
Value ($000) $367 Shares 15,985 Est. Cost $21.20 Unrealized
CHD CHURCH & DWIGHT CO 0.1%
Value ($000) $354 Shares 4,365 Est. Cost $26.64 Unrealized +36.6%
GIS GENERAL MILLS INC 0.1%
Value ($000) $353 Shares 6,335 Est. Cost $36.65 Unrealized +5.9%
TD AMERITRADE HOLDING CORP 0.1%
Value ($000) $351 Shares 9,545 Est. Cost $26.98 Unrealized
NUVASIVE INC COM 0.1%
Value ($000) $351 Shares 7,406 Est. Cost $47.39 Unrealized
HARRIS CORPORATION 0.1%
Value ($000) $350 Shares 4,553 Est. Cost $73.47 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $349 Shares 7,115 Est. Cost $30.01 Unrealized +31.0%
ST. JUDE MEDICAL INC 0.1%
Value ($000) $346 Shares 4,741 Est. Cost $65.24 Unrealized
AYI ACUITY BRANDS INC COM 0.1%
Value ($000) $343 Shares 1,905 Est. Cost $169.64 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $343 Shares 2,505 Est. Cost $61.55 Unrealized +70.4%
LEG LEGGETT & PLATT INC 0.1%
Value ($000) $343 Shares 7,052 Est. Cost $46.72 Unrealized 0.0%
PEOPLES UNITED FINANCIAL INC 0.1%
Value ($000) $340 Shares 20,988 Est. Cost $14.93 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.1%
Value ($000) $340 Shares 4,550 Est. Cost $74.73 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $338 Shares 4,352 Est. Cost $57.99 Unrealized -2.0%
AIRGAS INC 0.1%
Value ($000) $318 Shares 3,002 Est. Cost $98.96 Unrealized
CCK CROWN HOLDINGS INC COM 0.1%
Value ($000) $315 Shares 5,959 Est. Cost $41.68 Unrealized +25.5%
ASR GRUPO AEROPORTUARIO DEL SURESP 0.0%
Value ($000) $313 Shares 2,208 Est. Cost $123.36 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $312 Shares 5,000 Est. Cost $34.37 Unrealized +48.7%
NVRI HARSCO CORP 0.0%
Value ($000) $310 Shares 18,788 Est. Cost $25.57 Unrealized -35.4%
MIMSX BNY MELLON FDS TR MIDCP STK IN 0.0%
Value ($000) $305 Shares 20,025 Est. Cost $14.44 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $302 Shares 4,620 Est. Cost $44.53 Unrealized +19.0%
IVV ISHARES TR S&P 500 INDEX 0.0%
Value ($000) $302 Shares 1,455 Est. Cost $162.01 Unrealized
TXNM PNM RES INC COM 0.0%
Value ($000) $298 Shares 12,097 Est. Cost $25.36 Unrealized +5.5%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $297 Shares 5,794 Est. Cost $31.73 Unrealized +30.9%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $283 Shares 6,236 Est. Cost $35.99 Unrealized -6.5%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $282 Shares 3,224 Est. Cost $71.81 Unrealized +7.8%
EPD ENTERPRISE PRODS PARTNERS LP U 0.0%
Value ($000) $271 Shares 9,068 Est. Cost $51.43 Unrealized
BNY MELLON FDS TR INCM STKFD I 0.0%
Value ($000) $270 Shares 29,520 Est. Cost $9.78 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $264 Shares 3,725 Est. Cost $20.02 Unrealized +4.3%
TEAM HEALTH HOLDINGS INC COM 0.0%
Value ($000) $262 Shares 4,009 Est. Cost $65.35 Unrealized
BNY MELLON FDS TR FOC EQTOPP I 0.0%
Value ($000) $246 Shares 15,632 Est. Cost $17.45 Unrealized
MEAD JOHNSON NUTRITION CO 0.0%
Value ($000) $244 Shares 2,710 Est. Cost $83.75 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $241 Shares 4,400 Est. Cost $53.41 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $235 Shares 2,398 Est. Cost $15.29 Unrealized +26.1%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $234 Shares 1,040 Est. Cost $117.83 Unrealized +18.9%
SLB SCHLUMBERGER 0.0%
Value ($000) $232 Shares 2,694 Est. Cost $62.04 Unrealized +7.6%
UNP UNION PAC CORP 0.0%
Value ($000) $228 Shares 2,388 Est. Cost $68.52 Unrealized +19.7%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $215 Shares 2,680 Est. Cost $48.32 Unrealized 0.0%
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $213 Shares 3,440 Est. Cost $48.68 Unrealized +9.5%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $205 Shares 2,047 Est. Cost $31.49 Unrealized 0.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $202 Shares 2,240 Est. Cost $51.97 Unrealized 0.0%
FITBIT INC CL A 0.0%
Value ($000) $202 Shares 5,290 Est. Cost $38.19 Unrealized
EG EVEREST RE GROUP LTD 0.0%
Value ($000) $200 Shares 1,100 Est. Cost $145.31 Unrealized 0.0%
MARKET VECTORS ETF TR GOLD MIN 0.0%
Value ($000) $198 Shares 11,154 Est. Cost $18.20 Unrealized
ANNALY MTG MGMT INC COM 0.0%
Value ($000) $168 Shares 18,250 Est. Cost $10.81 Unrealized
ETRADE FINANCIAL C JUL 24 0.0%
Value ($000) $87 Shares 140 Est. Cost Unrealized
EPIRUS BIOPHARMACEUTICALS INCO 0.0%
Value ($000) $61 Shares 10,660 Est. Cost $8.97 Unrealized
ING GROUP N V OCT 15 0.0%
Value ($000) $48 Shares 250 Est. Cost Unrealized
BIOCEPT INC COM 0.0%
Value ($000) $38 Shares 15,000 Est. Cost $2.53 Unrealized
NOVAVAX INC OCT 8 0.0%
Value ($000) $23 Shares 225 Est. Cost Unrealized
VANGUARD INTL EQUIT SEP 63 0.0%
Value ($000) $15 Shares 225 Est. Cost Unrealized