MOODY LYNN & LIEBERSON, LLC Diversified Active

CIK: 0000938592 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 26, 2017

Total Value ($000): $761,030 (100.0% shares, 0.0% debt)

Holdings (212)

GOOGL ALPHABET CLASS A 3.5%
Value ($000) $26,660 Shares 28,677 Est. Cost $39.25 Unrealized +18.3%
RAYTHEON CO 3.2%
Value ($000) $24,488 Shares 151,646 Est. Cost $128.20 Unrealized
MSFT MICROSOFT CORP 2.9%
Value ($000) $22,402 Shares 324,991 Est. Cost $48.34 Unrealized +28.9%
AAPL APPLE INC. 2.6%
Value ($000) $19,782 Shares 137,356 Est. Cost $28.42 Unrealized +20.7%
BAC BANK OF AMERICA 2.5%
Value ($000) $19,406 Shares 799,935 Est. Cost $13.82 Unrealized +38.3%
JPM J.P. MORGAN CHASE & CO 2.5%
Value ($000) $19,118 Shares 209,163 Est. Cost $54.25 Unrealized +26.3%
MA MASTERCARD INC CL A 2.5%
Value ($000) $18,785 Shares 154,675 Est. Cost $84.61 Unrealized +33.6%
LMT LOCKHEED MARTIN CORP 2.3%
Value ($000) $17,294 Shares 62,296 Est. Cost $183.49 Unrealized +19.0%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $16,913 Shares 127,850 Est. Cost $83.00 Unrealized +20.9%
EL LAUDER ESTEE COS INC CL A 2.2%
Value ($000) $16,762 Shares 174,637 Est. Cost $81.64 Unrealized +0.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 2.2%
Value ($000) $16,748 Shares 98,887 Est. Cost $154.62 Unrealized +7.6%
AMZN AMAZON COM INC COM 2.2%
Value ($000) $16,501 Shares 17,047 Est. Cost $33.04 Unrealized +44.4%
SPY SPDR TR UNIT SER 1 2.1%
Value ($000) $16,140 Shares 66,749 Est. Cost $215.29 Unrealized
VWO VANGUARD EMERGING MKTS ETF 2.1%
Value ($000) $15,819 Shares 387,428 Est. Cost $40.31 Unrealized
GLD SPDR GOLD TRUST GOLD SHS 2.0%
Value ($000) $15,399 Shares 129,488 Est. Cost $118.57 Unrealized
META FACEBOOK INC CL A 2.0%
Value ($000) $15,340 Shares 101,603 Est. Cost $87.34 Unrealized +69.1%
TXN TEXAS INSTRUMENTS INC 2.0%
Value ($000) $15,143 Shares 196,843 Est. Cost $56.15 Unrealized +12.5%
TRV TRAVELERS COMPANIES INC 1.8%
Value ($000) $13,667 Shares 108,015 Est. Cost $84.93 Unrealized +20.0%
ABT ABBOTT LABS 1.8%
Value ($000) $13,555 Shares 278,858 Est. Cost $36.93 Unrealized +5.3%
UNITED TECHNOLOGIES CORP 1.8%
Value ($000) $13,461 Shares 110,237 Est. Cost $103.24 Unrealized
MDT MEDTRONIC PLC 1.6%
Value ($000) $12,482 Shares 140,643 Est. Cost $64.47 Unrealized +4.9%
CB CHUBB LIMITED COM 1.6%
Value ($000) $11,984 Shares 82,431 Est. Cost $109.04 Unrealized +10.8%
FDX FEDEX CORP 1.5%
Value ($000) $11,654 Shares 53,624 Est. Cost $156.97 Unrealized +8.9%
FRCB FIRST REP BK SAN FRAN CALI NCO 1.5%
Value ($000) $11,260 Shares 112,492 Est. Cost $76.90 Unrealized +18.1%
FEZ SPDR INDEX SHS FDS EURO STOXX 1.5%
Value ($000) $11,084 Shares 288,130 Est. Cost $36.35 Unrealized
TMO THERMO ELECTRON CORP 1.4%
Value ($000) $10,917 Shares 62,575 Est. Cost $133.32 Unrealized +23.1%
SIEGY SIEMENS A G SPONSORED ADR 1.4%
Value ($000) $10,765 Shares 156,850 Est. Cost $68.63 Unrealized
WM WASTE MANAGEMENT INC 1.4%
Value ($000) $10,486 Shares 142,956 Est. Cost $56.25 Unrealized +11.2%
V VISA INC COM CL A 1.4%
Value ($000) $10,334 Shares 110,190 Est. Cost $73.53 Unrealized +18.9%
UNP UNION PAC CORP 1.3%
Value ($000) $9,949 Shares 91,354 Est. Cost $68.74 Unrealized +31.1%
RHHBY ROCHE HLDG LTD SPONSORED ADR 1.3%
Value ($000) $9,847 Shares 308,936 Est. Cost $31.95 Unrealized
CVX CHEVRONTEXACO CORPORATION 1.2%
Value ($000) $8,965 Shares 85,927 Est. Cost $68.24 Unrealized +7.3%
GPC GENUINE PARTS CO 1.1%
Value ($000) $8,563 Shares 92,314 Est. Cost $55.59 Unrealized +28.5%
CELGENE CORP COM 1.1%
Value ($000) $8,293 Shares 63,858 Est. Cost $108.55 Unrealized
DXJ WISDOMTREE TRUST JAPN HEDGE EQ 1.0%
Value ($000) $7,729 Shares 148,626 Est. Cost $50.01 Unrealized
BARD, C R INC 1.0%
Value ($000) $7,335 Shares 23,204 Est. Cost $248.53 Unrealized
APD AIR PRODS & CHEMS INC 0.9%
Value ($000) $6,936 Shares 48,480 Est. Cost $99.31 Unrealized +15.7%
VIACOM INC NEW CL B 0.9%
Value ($000) $6,759 Shares 201,335 Est. Cost $33.57 Unrealized
PYPL PAYPAL HLDGS INC COM 0.9%
Value ($000) $6,562 Shares 122,272 Est. Cost $49.03 Unrealized 0.0%
C CITIGROUP INC 0.8%
Value ($000) $6,190 Shares 92,555 Est. Cost $46.46 Unrealized 0.0%
EA ELECTRONIC ARTS 0.8%
Value ($000) $6,148 Shares 58,152 Est. Cost $84.73 Unrealized +18.2%
HD HOME DEPOT INC 0.8%
Value ($000) $6,043 Shares 39,395 Est. Cost $90.07 Unrealized +38.2%
NOC NORTHROP GRUMMAN CORP 0.8%
Value ($000) $5,995 Shares 23,355 Est. Cost $155.62 Unrealized +39.8%
GD GENERAL DYNAMICS CORP 0.7%
Value ($000) $5,616 Shares 28,350 Est. Cost $145.23 Unrealized +11.5%
ITW ILLINOIS TOOL WORKS INC 0.7%
Value ($000) $5,449 Shares 38,040 Est. Cost $94.13 Unrealized +20.4%
MCD MCDONALDS CORP 0.7%
Value ($000) $5,413 Shares 35,342 Est. Cost $99.63 Unrealized +18.4%
PSX PHILLIPS 66 COM 0.7%
Value ($000) $5,176 Shares 62,592 Est. Cost $53.06 Unrealized +6.1%
MMM 3M COMPANY 0.7%
Value ($000) $5,171 Shares 24,838 Est. Cost $92.10 Unrealized +35.4%
EPI WISDOMTREE TRUST INDIA ERNGS F 0.6%
Value ($000) $4,920 Shares 200,717 Est. Cost $23.00 Unrealized
MRK MERCK & COMPANY 0.6%
Value ($000) $4,862 Shares 75,856 Est. Cost $44.04 Unrealized +5.7%
SYY SYSCO CORPORATION 0.6%
Value ($000) $4,832 Shares 96,012 Est. Cost $35.26 Unrealized +20.9%
CTRA CABOT OIL & GAS CORP 0.6%
Value ($000) $4,765 Shares 190,000 Est. Cost $17.26 Unrealized 0.0%
BLACKROCK INC CL A 0.6%
Value ($000) $4,754 Shares 11,254 Est. Cost $386.49 Unrealized
CMI CUMMINS ENGINE INC 0.6%
Value ($000) $4,530 Shares 27,924 Est. Cost $94.02 Unrealized +31.7%
BROADCOM LTD SHS 0.6%
Value ($000) $4,496 Shares 19,291 Est. Cost $186.94 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.5%
Value ($000) $3,715 Shares 134,011 Est. Cost $26.54 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $3,384 Shares 41,915 Est. Cost $57.15 Unrealized -2.9%
BXMT BLACKSTONE MTG TR INC COM CL A 0.4%
Value ($000) $3,308 Shares 104,697 Est. Cost $28.34 Unrealized
XLF SPDR FD FINANCIAL 0.4%
Value ($000) $2,836 Shares 114,966 Est. Cost $21.95 Unrealized
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $2,816 Shares 63,049 Est. Cost $30.43 Unrealized -2.9%
MO ALTRIA GROUP INC 0.4%
Value ($000) $2,745 Shares 36,865 Est. Cost $16.95 Unrealized +131.9%
PRICELINE.COM INC 0.4%
Value ($000) $2,744 Shares 1,467 Est. Cost $1870.48 Unrealized
DIS DISNEY WALT PRODUCTIONS 0.3%
Value ($000) $2,617 Shares 24,630 Est. Cost $73.79 Unrealized +38.8%
EFA ISHARES TR MSCI EAFE INDEX 0.3%
Value ($000) $2,516 Shares 38,594 Est. Cost $65.19 Unrealized
CHD CHURCH & DWIGHT CO 0.3%
Value ($000) $2,401 Shares 46,275 Est. Cost $44.09 Unrealized +3.9%
SWKS SKYWORKS SOLUTIONS INC COM 0.3%
Value ($000) $2,392 Shares 24,927 Est. Cost $67.44 Unrealized +26.1%
IWO ISHARES TR RUSSELL 2000 GR 0.3%
Value ($000) $2,240 Shares 13,274 Est. Cost $154.20 Unrealized
EWBC EAST WEST BANCORP INC COM 0.3%
Value ($000) $2,147 Shares 36,648 Est. Cost $44.92 Unrealized 0.0%
INTU INTUIT INC 0.3%
Value ($000) $2,142 Shares 16,130 Est. Cost $122.01 Unrealized 0.0%
T A T & T INC 0.3%
Value ($000) $2,059 Shares 54,583 Est. Cost $13.26 Unrealized +20.1%
REGN REGENERON PHARMACEUTICALS COM 0.3%
Value ($000) $2,048 Shares 4,170 Est. Cost $368.62 Unrealized +18.1%
PG PROCTER & GAMBLE COMPANY 0.3%
Value ($000) $2,045 Shares 23,470 Est. Cost $64.66 Unrealized +8.5%
PRAXAIR INC 0.3%
Value ($000) $1,981 Shares 14,942 Est. Cost $129.22 Unrealized
IWM ISHARES TR RSSLL 2000 INDX 0.3%
Value ($000) $1,965 Shares 13,944 Est. Cost $129.98 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $1,943 Shares 43,311 Est. Cost $29.77 Unrealized +13.1%
PIONEER NAT RES CO 0.2%
Value ($000) $1,821 Shares 11,414 Est. Cost $185.86 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARCO 0.2%
Value ($000) $1,783 Shares 24,295 Est. Cost $68.46 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING 0.2%
Value ($000) $1,659 Shares 16,193 Est. Cost $47.40 Unrealized +77.7%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,657 Shares 8,937 Est. Cost $151.11 Unrealized +1.0%
GOOG ALPHABET CLASS C 0.2%
Value ($000) $1,638 Shares 1,803 Est. Cost $45.44 Unrealized 0.0%
FRANKLIN FINANCIAL NETWORK 0.2%
Value ($000) $1,637 Shares 39,679 Est. Cost $32.35 Unrealized
ACTIVISION BLIZZARD INC COM 0.2%
Value ($000) $1,613 Shares 28,020 Est. Cost $57.57 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $1,605 Shares 13,898 Est. Cost $81.19 Unrealized +8.6%
GENERAL ELEC CO 0.2%
Value ($000) $1,548 Shares 57,310 Est. Cost $28.80 Unrealized
USB U S BANCORP 0.2%
Value ($000) $1,489 Shares 28,673 Est. Cost $30.73 Unrealized +20.3%
PFE PFIZER INC 0.2%
Value ($000) $1,377 Shares 41,009 Est. Cost $20.21 Unrealized +6.9%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $1,336 Shares 11,373 Est. Cost $58.37 Unrealized +27.2%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,319 Shares 42,154 Est. Cost $22.77 Unrealized +10.1%
IWN ISHARES TR RUSSELL 2000 VA 0.2%
Value ($000) $1,249 Shares 10,508 Est. Cost $117.38 Unrealized
IBB ISHARES TR NASDAQ BIOTECH 0.2%
Value ($000) $1,208 Shares 3,895 Est. Cost $291.57 Unrealized
SVB FINL GROUP COM 0.2%
Value ($000) $1,178 Shares 6,701 Est. Cost $147.18 Unrealized
VFINX VANGUARD INDEX TR 500 PORTFOLI 0.2%
Value ($000) $1,169 Shares 5,226 Est. Cost $151.37 Unrealized
IDXX IDEXX LABORATORIES CORP 0.1%
Value ($000) $1,130 Shares 7,000 Est. Cost $162.40 Unrealized 0.0%
ACN ACCENTURE PLC 0.1%
Value ($000) $1,116 Shares 9,025 Est. Cost $104.55 Unrealized +2.5%
CRM SALESFORCE.COM INC 0.1%
Value ($000) $1,111 Shares 12,830 Est. Cost $86.04 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $1,070 Shares 18,345 Est. Cost $50.21 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVRG ETF 0.1%
Value ($000) $1,059 Shares 4,966 Est. Cost $150.08 Unrealized
XRAY DENTSPLY SIRONA INC COM 0.1%
Value ($000) $1,016 Shares 15,672 Est. Cost $60.99 Unrealized +3.6%
RHP RYMAN HOSPITALITY PPTYS INC CO 0.1%
Value ($000) $1,012 Shares 15,815 Est. Cost $48.06 Unrealized
MTB M&T BANK CORP 0.1%
Value ($000) $1,006 Shares 6,210 Est. Cost $122.39 Unrealized 0.0%
EOG EOG RESOURCES INC. 0.1%
Value ($000) $993 Shares 10,966 Est. Cost $66.65 Unrealized +3.0%
SJM SMUCKER J M CO 0.1%
Value ($000) $983 Shares 8,304 Est. Cost $79.17 Unrealized +21.6%
LLY LILLY ELI & CO 0.1%
Value ($000) $964 Shares 11,709 Est. Cost $44.77 Unrealized +59.2%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $948 Shares 17,005 Est. Cost $40.06 Unrealized -0.4%
INGERSOLL-RAND PLC 0.1%
Value ($000) $946 Shares 10,347 Est. Cost $70.82 Unrealized
NKE NIKE INC CLASS B 0.1%
Value ($000) $943 Shares 15,976 Est. Cost $46.75 Unrealized +3.2%
BUD ANHEUSER BUSCH INBEV SA/NV SPO 0.1%
Value ($000) $933 Shares 8,455 Est. Cost $109.75 Unrealized
VTI VANGUARD INDEX TR STK MRK VIPE 0.1%
Value ($000) $874 Shares 7,022 Est. Cost $102.13 Unrealized
HDB HDFC BANK LTD ADR REPS 3 SHS 0.1%
Value ($000) $856 Shares 9,837 Est. Cost $75.23 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $855 Shares 11,540 Est. Cost $54.31 Unrealized +11.7%
PSA PUBLIC STORAGE INC 0.1%
Value ($000) $842 Shares 4,037 Est. Cost $151.11 Unrealized 0.0%
NSRGY NESTLE S A ADR 0.1%
Value ($000) $840 Shares 9,645 Est. Cost $79.36 Unrealized
VSBSX VANGUARD SCOTTSDALE FDS VG ST 0.1%
Value ($000) $834 Shares 41,204 Est. Cost $20.24 Unrealized
MEDEQUITIES REALTY TRUST INC 0.1%
Value ($000) $833 Shares 65,982 Est. Cost $11.75 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $828 Shares 24,535 Est. Cost $29.62 Unrealized -0.2%
CBT CABOT CORP. 0.1%
Value ($000) $801 Shares 15,000 Est. Cost $44.37 Unrealized 0.0%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $783 Shares 4,901 Est. Cost $116.64 Unrealized +19.2%
ISHARES TR COMEX GOLD TR 0.1%
Value ($000) $782 Shares 64,703 Est. Cost $12.28 Unrealized
BLACKROCK MUN 2030 TAR TERM CO 0.1%
Value ($000) $761 Shares 32,905 Est. Cost $22.49 Unrealized
VEU VANGUARD INTL EQUITY INDEX FAL 0.1%
Value ($000) $757 Shares 15,125 Est. Cost $44.23 Unrealized
ROCKWELL COLLINS INC COM 0.1%
Value ($000) $749 Shares 7,128 Est. Cost $105.08 Unrealized
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $736 Shares 5,811 Est. Cost $99.61 Unrealized +16.9%
IJH ISHARES TR S&P MIDCAP 400 0.1%
Value ($000) $716 Shares 4,116 Est. Cost $126.62 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $710 Shares 3,640 Est. Cost $160.56 Unrealized 0.0%
DOV DOVER CORP 0.1%
Value ($000) $694 Shares 8,655 Est. Cost $49.94 Unrealized +13.7%
VIG VANGUARD DIVIDEND APPRCTN FD 0.1%
Value ($000) $692 Shares 7,468 Est. Cost $66.16 Unrealized
XME SPDR SERIES TRST METALS & MINI 0.1%
Value ($000) $691 Shares 23,069 Est. Cost $29.95 Unrealized
HEDJ WISDOMTREE TR EUROPE HEDGED 0.1%
Value ($000) $672 Shares 10,785 Est. Cost $62.81 Unrealized
AMT AMERICAN TOWER REIT COM 0.1%
Value ($000) $669 Shares 5,058 Est. Cost $102.88 Unrealized 0.0%
MTD METTLER TOLEDO INTERNATIONALCO 0.1%
Value ($000) $651 Shares 1,106 Est. Cost $329.65 Unrealized +66.2%
BABA ALIBABA GROUP HLDG LTD SPONSOR 0.1%
Value ($000) $641 Shares 4,546 Est. Cost $141.00 Unrealized
OAKIX HARRIS ASSOC INVT TR OAKMARK I 0.1%
Value ($000) $634 Shares 24,056 Est. Cost $26.36 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD CO 0.1%
Value ($000) $625 Shares 5,723 Est. Cost $51.62 Unrealized +88.4%
HARRIS CORPORATION 0.1%
Value ($000) $619 Shares 5,674 Est. Cost $103.82 Unrealized
RVTY PERKIN ELMER INC 0.1%
Value ($000) $615 Shares 9,022 Est. Cost $49.00 Unrealized +23.9%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $615 Shares 4,595 Est. Cost $20.20 Unrealized 0.0%
HSIC SCHEIN HENRY INC COM 0.1%
Value ($000) $605 Shares 3,305 Est. Cost $59.98 Unrealized +16.2%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $596 Shares 1,878 Est. Cost $249.38 Unrealized
APH AMPHENOL CORP NEW CL A 0.1%
Value ($000) $591 Shares 8,000 Est. Cost $16.81 Unrealized 0.0%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $591 Shares 7,708 Est. Cost $44.28 Unrealized +21.4%
IWF ISHARES TR RUSSL 1000 GRWT 0.1%
Value ($000) $587 Shares 4,936 Est. Cost $98.94 Unrealized
ASR GRUPO AEROPORTUARIO DEL SURESP 0.1%
Value ($000) $569 Shares 2,706 Est. Cost $131.63 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $569 Shares 7,985 Est. Cost $76.22 Unrealized
TXNM PNM RES INC COM 0.1%
Value ($000) $569 Shares 14,877 Est. Cost $26.01 Unrealized +46.3%
FBIN FORTUNE BRANDS HOME & SEC INCO 0.1%
Value ($000) $568 Shares 8,701 Est. Cost $39.78 Unrealized +19.7%
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $556 Shares 8,726 Est. Cost $39.89 Unrealized +38.2%
AFG AMERICAN FINL GROUP INC OHIOCO 0.1%
Value ($000) $548 Shares 5,517 Est. Cost $34.57 Unrealized +41.2%
TCEHY TENCENT HLDGS LTD ADR 0.1%
Value ($000) $536 Shares 14,998 Est. Cost $35.74 Unrealized
BAESY BAE SYSTEMS PLC ADR 0.1%
Value ($000) $530 Shares 16,090 Est. Cost $32.94 Unrealized
WAB WABTEC CORP COM 0.1%
Value ($000) $520 Shares 5,680 Est. Cost $79.19 Unrealized 0.0%
FIREEYE INC COM 0.1%
Value ($000) $514 Shares 33,792 Est. Cost $15.21 Unrealized
ORI OLD REP INTL CORP COM 0.1%
Value ($000) $509 Shares 26,048 Est. Cost $8.96 Unrealized +12.5%
UNM UNUMPROVIDENT CORP 0.1%
Value ($000) $509 Shares 10,912 Est. Cost $40.22 Unrealized +14.4%
PWR QUANTA SVCS INC COM 0.1%
Value ($000) $505 Shares 15,345 Est. Cost $32.67 Unrealized 0.0%
XLE SECTOR SPDR TR SBI ENERGY 0.1%
Value ($000) $501 Shares 7,718 Est. Cost $64.91 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.1%
Value ($000) $499 Shares 3,086 Est. Cost $102.67 Unrealized 0.0%
EATON VANCE CORP 0.1%
Value ($000) $490 Shares 10,354 Est. Cost $40.21 Unrealized
ABCB AMERIS BANCORP COM 0.1%
Value ($000) $490 Shares 10,172 Est. Cost $40.63 Unrealized +0.6%
DHR DANAHER CORP 0.1%
Value ($000) $489 Shares 5,793 Est. Cost $45.33 Unrealized +58.3%
BANCORPSOUTH INC COM 0.1%
Value ($000) $486 Shares 15,928 Est. Cost $30.28 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $477 Shares 8,000 Est. Cost $48.01 Unrealized 0.0%
SERVICEMASTER GLOBAL HLDGS ICO 0.1%
Value ($000) $471 Shares 12,018 Est. Cost $34.97 Unrealized
BB&T CORP COM 0.1%
Value ($000) $454 Shares 10,000 Est. Cost $45.40 Unrealized
VFSUX VANGUARD FIXED INCOME SECS FST 0.1%
Value ($000) $449 Shares 42,000 Est. Cost $10.69 Unrealized
PINNACLE FINL PARTNERS INC COM 0.1%
Value ($000) $449 Shares 7,155 Est. Cost $35.28 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $439 Shares 3,664 Est. Cost $119.81 Unrealized
ADBE ADOBE SYS INC 0.1%
Value ($000) $438 Shares 3,100 Est. Cost $136.92 Unrealized 0.0%
IVV ISHARES TR S&P 500 INDEX 0.1%
Value ($000) $432 Shares 1,775 Est. Cost $169.77 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $431 Shares 5,840 Est. Cost $55.54 Unrealized +7.4%
XLV SELECT SECTOR SPDR TR SBI HEAL 0.1%
Value ($000) $430 Shares 5,430 Est. Cost $71.82 Unrealized
LEA LEAR CORP COM NEW 0.1%
Value ($000) $429 Shares 3,021 Est. Cost $56.94 Unrealized +110.0%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $413 Shares 2,948 Est. Cost $19.04 Unrealized +44.6%
SSNC SS&C TECHNOLOGIES HLDGS INC CO 0.1%
Value ($000) $408 Shares 10,620 Est. Cost $37.27 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $402 Shares 20,981 Est. Cost $21.31 Unrealized -41.5%
NVS NOVARTIS AG ADR SPONSORED 0.1%
Value ($000) $401 Shares 4,800 Est. Cost $83.54 Unrealized
WY WEYERHAEUSER CO 0.1%
Value ($000) $395 Shares 11,793 Est. Cost $24.03 Unrealized 0.0%
VBTLX VANGUARD BD INDEX FD INC TTL B 0.1%
Value ($000) $389 Shares 36,149 Est. Cost $10.76 Unrealized
VSAT VIASAT INC COM 0.1%
Value ($000) $381 Shares 5,755 Est. Cost $65.77 Unrealized 0.0%
EXPE EXPEDIA INC DEL COM NEW 0.0%
Value ($000) $377 Shares 2,530 Est. Cost $134.97 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIOCL 0.0%
Value ($000) $367 Shares 5,534 Est. Cost $52.67 Unrealized +7.1%
WMT WAL-MART STORES INC 0.0%
Value ($000) $358 Shares 4,725 Est. Cost $20.45 Unrealized +7.7%
MIJFX MATTHEWS INTL FDS JAPAN FD INS 0.0%
Value ($000) $353 Shares 16,340 Est. Cost $21.60 Unrealized
SAIC SCIENCE APPLICATNS INTL CP NCO 0.0%
Value ($000) $347 Shares 5,000 Est. Cost $73.48 Unrealized 0.0%
DVY ISHARES TR DJ SEL DIV INDX 0.0%
Value ($000) $337 Shares 3,660 Est. Cost $91.16 Unrealized
SLB SCHLUMBERGER 0.0%
Value ($000) $336 Shares 5,105 Est. Cost $59.89 Unrealized -6.8%
BLACKSTONE GROUP L P COM UNIT 0.0%
Value ($000) $330 Shares 9,900 Est. Cost $33.33 Unrealized
PNC PNC FINANCIAL CORP 0.0%
Value ($000) $327 Shares 2,615 Est. Cost $90.33 Unrealized 0.0%
GWW GRAINGER, W W INC 0.0%
Value ($000) $325 Shares 1,800 Est. Cost $166.15 Unrealized 0.0%
GGAL GRUPO FINANCIERO GALICIA S ASP 0.0%
Value ($000) $320 Shares 7,500 Est. Cost $31.07 Unrealized
FINSX FIDELITY ADVISOR NEW INSIGHTS 0.0%
Value ($000) $306 Shares 10,044 Est. Cost $26.58 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $299 Shares 2,243 Est. Cost $86.88 Unrealized +21.3%
MIMSX BNY MELLON FDS TR MIDCP STK IN 0.0%
Value ($000) $299 Shares 18,345 Est. Cost $14.42 Unrealized
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $294 Shares 3,440 Est. Cost $48.68 Unrealized +47.4%
NFLX NETFLIX COM INC 0.0%
Value ($000) $292 Shares 1,954 Est. Cost $10.39 Unrealized +48.1%
SYMANTEC CORP 0.0%
Value ($000) $283 Shares 10,000 Est. Cost $28.30 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $280 Shares 1,040 Est. Cost $117.83 Unrealized +47.2%
DFIEX DFA INVT DIMENSIONS GROUP ININ 0.0%
Value ($000) $263 Shares 20,010 Est. Cost $13.14 Unrealized
ORCL ORACLE SYSTEMS CORP 0.0%
Value ($000) $254 Shares 5,075 Est. Cost $40.10 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $253 Shares 4,130 Est. Cost $44.54 Unrealized +5.2%
CHKP CHECK PT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $251 Shares 2,302 Est. Cost $108.04 Unrealized 0.0%
WAT WATERS CORP 0.0%
Value ($000) $247 Shares 1,345 Est. Cost $149.35 Unrealized +16.3%
UNILEVER N V WI 0.0%
Value ($000) $237 Shares 4,290 Est. Cost $55.24 Unrealized
EEM ISHARES TR MSCI EMERG MKT 0.0%
Value ($000) $237 Shares 5,737 Est. Cost $39.39 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $230 Shares 5,840 Est. Cost $36.09 Unrealized 0.0%
ROYAL DUTCH SHELL PLC SPONS AD 0.0%
Value ($000) $213 Shares 4,000 Est. Cost $53.25 Unrealized
TIHYX TIAA-CREF FDS HI YLD INST 0.0%
Value ($000) $140 Shares 14,267 Est. Cost $9.81 Unrealized
PFORX PIMCO FDS PAC INVT MGMT SER FO 0.0%
Value ($000) $139 Shares 13,222 Est. Cost $10.51 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $135 Shares 10,000 Est. Cost $9.33 Unrealized -4.7%
XMVFX BLACKROCK MUNIVEST FD INC COM 0.0%
Value ($000) $116 Shares 12,000 Est. Cost $9.67 Unrealized
DFGEX DFA INVT DIMENSIONS GROUP INGB 0.0%
Value ($000) $115 Shares 10,656 Est. Cost $10.79 Unrealized
BNY MELLON FDS TR INCM STKFD I 0.0%
Value ($000) $99 Shares 10,569 Est. Cost $9.78 Unrealized
KAUFX FEDERATED EQUITY FDS KAUFMANN 0.0%
Value ($000) $74 Shares 13,204 Est. Cost $5.28 Unrealized