MOODY LYNN & LIEBERSON, LLC Diversified Active

CIK: 0000938592 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 6, 2017

Total Value ($000): $822,359 (100.0% shares, 0.0% debt)

Holdings (209)

RAYTHEON CO 3.4%
Value ($000) $28,191 Shares 151,095 Est. Cost $128.20 Unrealized
BAC BANK OF AMERICA 3.0%
Value ($000) $25,011 Shares 987,027 Est. Cost $14.98 Unrealized +33.2%
GOOGL ALPHABET CLASS A 2.9%
Value ($000) $23,838 Shares 24,481 Est. Cost $39.25 Unrealized +19.9%
MA MASTERCARD INC CL A 2.9%
Value ($000) $23,599 Shares 167,129 Est. Cost $87.72 Unrealized +44.0%
JPM J.P. MORGAN CHASE & CO 2.5%
Value ($000) $20,384 Shares 213,422 Est. Cost $54.64 Unrealized +34.8%
EL LAUDER ESTEE COS INC CL A 2.4%
Value ($000) $19,938 Shares 184,886 Est. Cost $82.24 Unrealized +12.4%
MSFT MICROSOFT CORP 2.4%
Value ($000) $19,823 Shares 266,111 Est. Cost $48.34 Unrealized +37.9%
GLD SPDR GOLD TRUST GOLD SHS 2.3%
Value ($000) $19,160 Shares 158,843 Est. Cost $118.95 Unrealized
LMT LOCKHEED MARTIN CORP 2.3%
Value ($000) $18,974 Shares 61,150 Est. Cost $183.49 Unrealized +30.0%
META FACEBOOK INC CL A 2.3%
Value ($000) $18,845 Shares 110,286 Est. Cost $93.51 Unrealized +77.2%
TXN TEXAS INSTRUMENTS INC 2.3%
Value ($000) $18,727 Shares 208,914 Est. Cost $56.68 Unrealized +15.0%
CVX CHEVRONTEXACO CORPORATION 2.3%
Value ($000) $18,707 Shares 159,209 Est. Cost $71.91 Unrealized +6.0%
ABT ABBOTT LABS 2.1%
Value ($000) $17,420 Shares 326,468 Est. Cost $37.87 Unrealized +14.5%
CELGENE CORP COM 2.0%
Value ($000) $16,600 Shares 113,836 Est. Cost $124.91 Unrealized
VWO VANGUARD EMERGING MKTS ETF 2.0%
Value ($000) $16,570 Shares 380,312 Est. Cost $40.31 Unrealized
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $15,838 Shares 121,821 Est. Cost $83.00 Unrealized +26.5%
AAPL APPLE INC. 1.9%
Value ($000) $15,781 Shares 102,393 Est. Cost $28.42 Unrealized +27.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 1.8%
Value ($000) $14,912 Shares 81,346 Est. Cost $154.62 Unrealized +14.3%
CTRA CABOT OIL & GAS CORP 1.8%
Value ($000) $14,789 Shares 552,874 Est. Cost $18.15 Unrealized +2.6%
TMO THERMO ELECTRON CORP 1.8%
Value ($000) $14,681 Shares 77,593 Est. Cost $141.79 Unrealized +24.9%
WM WASTE MANAGEMENT INC 1.6%
Value ($000) $13,440 Shares 171,716 Est. Cost $57.82 Unrealized +13.5%
SPY SPDR TR UNIT SER 1 1.6%
Value ($000) $12,756 Shares 50,775 Est. Cost $215.29 Unrealized
UNITED TECHNOLOGIES CORP 1.5%
Value ($000) $12,602 Shares 108,566 Est. Cost $103.24 Unrealized
AMZN AMAZON COM INC COM 1.5%
Value ($000) $12,254 Shares 12,747 Est. Cost $33.04 Unrealized +48.7%
FRCB FIRST REP BK SAN FRAN CALI NCO 1.4%
Value ($000) $11,736 Shares 112,348 Est. Cost $76.90 Unrealized +24.4%
PYPL PAYPAL HLDGS INC COM 1.4%
Value ($000) $11,444 Shares 178,725 Est. Cost $52.42 Unrealized +14.0%
V VISA INC COM CL A 1.4%
Value ($000) $11,409 Shares 108,405 Est. Cost $73.53 Unrealized +30.2%
CB CHUBB LIMITED COM 1.3%
Value ($000) $10,805 Shares 75,801 Est. Cost $109.04 Unrealized +14.5%
UNP UNION PAC CORP 1.3%
Value ($000) $10,706 Shares 92,314 Est. Cost $68.95 Unrealized +29.2%
RHHBY ROCHE HLDG LTD SPONSORED ADR 1.3%
Value ($000) $10,676 Shares 334,293 Est. Cost $31.94 Unrealized
TRV TRAVELERS COMPANIES INC 1.1%
Value ($000) $8,810 Shares 71,904 Est. Cost $84.93 Unrealized +22.4%
DXJ WISDOMTREE TRUST JAPN HEDGE EQ 1.1%
Value ($000) $8,650 Shares 158,130 Est. Cost $50.29 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR 1.0%
Value ($000) $8,630 Shares 137,995 Est. Cost $62.54 Unrealized
SYK STRYKER CORP 1.0%
Value ($000) $8,287 Shares 58,354 Est. Cost $130.78 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 1.0%
Value ($000) $8,053 Shares 27,988 Est. Cost $168.76 Unrealized +39.2%
FDX FEDEX CORP 1.0%
Value ($000) $8,014 Shares 35,527 Est. Cost $156.97 Unrealized +17.8%
EA ELECTRONIC ARTS 0.9%
Value ($000) $7,504 Shares 63,565 Est. Cost $87.10 Unrealized +29.3%
APD AIR PRODS & CHEMS INC 0.9%
Value ($000) $7,189 Shares 47,538 Est. Cost $99.31 Unrealized +20.0%
MRK MERCK & COMPANY 0.9%
Value ($000) $7,054 Shares 110,164 Est. Cost $44.86 Unrealized +4.1%
DEO DIAGEO PLC 0.8%
Value ($000) $6,838 Shares 51,749 Est. Cost $131.27 Unrealized
BARD, C R INC 0.8%
Value ($000) $6,760 Shares 21,091 Est. Cost $248.53 Unrealized
HD HOME DEPOT INC 0.8%
Value ($000) $6,567 Shares 40,153 Est. Cost $90.73 Unrealized +37.9%
SYY SYSCO CORPORATION 0.8%
Value ($000) $6,221 Shares 115,315 Est. Cost $36.36 Unrealized +15.0%
GD GENERAL DYNAMICS CORP 0.7%
Value ($000) $5,709 Shares 27,770 Est. Cost $145.23 Unrealized +14.6%
MCD MCDONALDS CORP 0.7%
Value ($000) $5,634 Shares 35,956 Est. Cost $100.12 Unrealized +28.5%
CRM SALESFORCE.COM INC 0.7%
Value ($000) $5,548 Shares 59,390 Est. Cost $89.84 Unrealized +1.2%
ALB ALBEMARLE CORP 0.7%
Value ($000) $5,512 Shares 40,438 Est. Cost $106.00 Unrealized 0.0%
CE CELANESE CORP 0.7%
Value ($000) $5,465 Shares 52,410 Est. Cost $83.73 Unrealized 0.0%
ADBE ADOBE SYS INC 0.7%
Value ($000) $5,455 Shares 36,566 Est. Cost $148.19 Unrealized +0.7%
FMC FMC CORP COM NEW 0.6%
Value ($000) $5,179 Shares 57,985 Est. Cost $58.25 Unrealized 0.0%
EPI WISDOMTREE TRUST INDIA ERNGS F 0.6%
Value ($000) $5,077 Shares 201,722 Est. Cost $23.00 Unrealized
MMM 3M COMPANY 0.6%
Value ($000) $5,052 Shares 24,068 Est. Cost $92.10 Unrealized +41.0%
BABA ALIBABA GROUP HLDG LTD SPONSOR 0.6%
Value ($000) $4,954 Shares 28,685 Est. Cost $167.68 Unrealized
BROADCOM LTD SHS 0.6%
Value ($000) $4,736 Shares 19,525 Est. Cost $187.61 Unrealized
FIRST DATA CORP NEW COM CL A 0.5%
Value ($000) $4,475 Shares 248,075 Est. Cost $18.04 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARCO 0.5%
Value ($000) $4,341 Shares 42,465 Est. Cost $77.48 Unrealized +15.6%
MDT MEDTRONIC PLC 0.5%
Value ($000) $3,994 Shares 51,356 Est. Cost $64.47 Unrealized +3.8%
SIEGY SIEMENS A G SPONSORED ADR 0.5%
Value ($000) $3,944 Shares 55,982 Est. Cost $68.63 Unrealized
L3 TECHNOLOGIES INC 0.4%
Value ($000) $3,691 Shares 19,590 Est. Cost $188.41 Unrealized
C CITIGROUP INC 0.4%
Value ($000) $3,680 Shares 50,592 Est. Cost $46.46 Unrealized +11.7%
PSX PHILLIPS 66 COM 0.4%
Value ($000) $3,549 Shares 38,744 Est. Cost $53.06 Unrealized +15.4%
PPG PPG INDS INC 0.4%
Value ($000) $3,490 Shares 32,120 Est. Cost $91.06 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $3,336 Shares 40,695 Est. Cost $57.15 Unrealized -4.9%
BXMT BLACKSTONE MTG TR INC COM CL A 0.4%
Value ($000) $3,176 Shares 102,401 Est. Cost $28.34 Unrealized
XYZ SQUARE INC 0.4%
Value ($000) $3,056 Shares 106,065 Est. Cost $26.18 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP NEW 0.3%
Value ($000) $2,808 Shares 64,200 Est. Cost $37.16 Unrealized 0.0%
CMI CUMMINS ENGINE INC 0.3%
Value ($000) $2,779 Shares 16,539 Est. Cost $94.02 Unrealized +38.2%
HEI HEICO CORP NEW COM 0.3%
Value ($000) $2,561 Shares 28,515 Est. Cost $53.12 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.3%
Value ($000) $2,447 Shares 24,018 Est. Cost $67.44 Unrealized +27.9%
IWO ISHARES TR RUSSELL 2000 GR 0.3%
Value ($000) $2,376 Shares 13,274 Est. Cost $154.20 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $2,353 Shares 12,620 Est. Cost $137.50 Unrealized 0.0%
BLACKROCK INC CL A 0.3%
Value ($000) $2,331 Shares 5,214 Est. Cost $386.49 Unrealized
DIS DISNEY WALT PRODUCTIONS 0.3%
Value ($000) $2,275 Shares 23,080 Est. Cost $73.79 Unrealized +31.4%
MO ALTRIA GROUP INC 0.3%
Value ($000) $2,242 Shares 35,344 Est. Cost $16.95 Unrealized +113.0%
CHD CHURCH & DWIGHT CO 0.3%
Value ($000) $2,200 Shares 45,398 Est. Cost $44.09 Unrealized +3.6%
BSX BOSTON SCIENTIFIC CORP COM 0.3%
Value ($000) $2,198 Shares 75,340 Est. Cost $26.54 Unrealized +4.1%
ITW ILLINOIS TOOL WORKS INC 0.3%
Value ($000) $2,197 Shares 14,846 Est. Cost $94.13 Unrealized +23.3%
PG PROCTER & GAMBLE COMPANY 0.3%
Value ($000) $2,135 Shares 23,470 Est. Cost $64.66 Unrealized +12.9%
PRAXAIR INC 0.3%
Value ($000) $2,098 Shares 15,014 Est. Cost $129.22 Unrealized
XLF SPDR FD FINANCIAL 0.3%
Value ($000) $2,083 Shares 80,556 Est. Cost $21.95 Unrealized
IWM ISHARES TR RSSLL 2000 INDX 0.3%
Value ($000) $2,061 Shares 13,909 Est. Cost $129.98 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $1,973 Shares 43,827 Est. Cost $29.83 Unrealized +17.1%
IWF ISHARES TR RUSSL 1000 GRWT 0.2%
Value ($000) $1,971 Shares 15,761 Est. Cost $116.88 Unrealized
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $1,937 Shares 39,143 Est. Cost $30.43 Unrealized -0.7%
KTOS KRATOS DEFENSE & SEC SOLUTIOCO 0.2%
Value ($000) $1,797 Shares 137,370 Est. Cost $12.31 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING 0.2%
Value ($000) $1,782 Shares 16,303 Est. Cost $47.40 Unrealized +89.0%
GOOG ALPHABET CLASS C 0.2%
Value ($000) $1,737 Shares 1,811 Est. Cost $45.44 Unrealized +1.7%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,727 Shares 8,816 Est. Cost $151.11 Unrealized +11.8%
T A T & T INC 0.2%
Value ($000) $1,633 Shares 41,689 Est. Cost $13.26 Unrealized +17.7%
USB U S BANCORP 0.2%
Value ($000) $1,624 Shares 30,303 Est. Cost $31.10 Unrealized +21.4%
PEP PEPSICO INC 0.2%
Value ($000) $1,527 Shares 13,708 Est. Cost $81.19 Unrealized +10.1%
PFE PFIZER INC 0.2%
Value ($000) $1,462 Shares 40,957 Est. Cost $20.21 Unrealized +10.1%
EWD ISHARES INC MSCI SWEDEN 0.2%
Value ($000) $1,359 Shares 37,880 Est. Cost $35.88 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $1,352 Shares 40,198 Est. Cost $22.77 Unrealized +8.5%
GENERAL ELEC CO 0.2%
Value ($000) $1,303 Shares 53,899 Est. Cost $28.80 Unrealized
IWN ISHARES TR RUSSELL 2000 VA 0.2%
Value ($000) $1,302 Shares 10,488 Est. Cost $117.38 Unrealized
IBB ISHARES TR NASDAQ BIOTECH 0.2%
Value ($000) $1,302 Shares 3,902 Est. Cost $291.57 Unrealized
ACN ACCENTURE PLC 0.1%
Value ($000) $1,219 Shares 9,025 Est. Cost $104.55 Unrealized +9.7%
VFINX VANGUARD INDEX TR 500 PORTFOLI 0.1%
Value ($000) $1,215 Shares 5,226 Est. Cost $151.37 Unrealized
ISHARES COMEX GOLD TR 0.1%
Value ($000) $1,146 Shares 93,884 Est. Cost $12.26 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 0.1%
Value ($000) $1,111 Shares 4,966 Est. Cost $150.08 Unrealized
IDXX IDEXX LABORATORIES CORP 0.1%
Value ($000) $1,088 Shares 7,000 Est. Cost $162.40 Unrealized -2.6%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1,082 Shares 16,974 Est. Cost $40.06 Unrealized +7.6%
FEZ SPDR INDEX SHS FDS EURO STOXX 0.1%
Value ($000) $1,031 Shares 24,995 Est. Cost $36.35 Unrealized
MTB M&T BANK CORP 0.1%
Value ($000) $1,009 Shares 6,265 Est. Cost $122.39 Unrealized +0.0%
LLY LILLY ELI & CO 0.1%
Value ($000) $1,000 Shares 11,689 Est. Cost $44.77 Unrealized +61.1%
RHP RYMAN HOSPITALITY PPTYS INC CO 0.1%
Value ($000) $986 Shares 15,785 Est. Cost $48.06 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPO 0.1%
Value ($000) $961 Shares 8,055 Est. Cost $109.75 Unrealized
HDB HDFC BANK LTD ADR REPS 3 SHS 0.1%
Value ($000) $947 Shares 9,827 Est. Cost $75.23 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $934 Shares 24,535 Est. Cost $29.62 Unrealized -0.1%
XRAY DENTSPLY SIRONA INC COM 0.1%
Value ($000) $922 Shares 15,415 Est. Cost $60.99 Unrealized -2.5%
EOG EOG RESOURCES INC. 0.1%
Value ($000) $891 Shares 9,205 Est. Cost $66.65 Unrealized +1.2%
VTI VANGUARD INDEX TR STK MRK VIPE 0.1%
Value ($000) $885 Shares 6,835 Est. Cost $102.13 Unrealized
PSA PUBLIC STORAGE INC 0.1%
Value ($000) $864 Shares 4,037 Est. Cost $151.11 Unrealized -2.9%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $841 Shares 11,540 Est. Cost $54.31 Unrealized +9.0%
CBT CABOT CORP. 0.1%
Value ($000) $837 Shares 15,000 Est. Cost $44.37 Unrealized -2.1%
NSRGY NESTLE S A ADR 0.1%
Value ($000) $814 Shares 9,717 Est. Cost $79.36 Unrealized
VEU VANGUARD INTL EQUITY INDEX FAL 0.1%
Value ($000) $797 Shares 15,125 Est. Cost $44.23 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $782 Shares 8,557 Est. Cost $49.94 Unrealized +21.8%
NKE NIKE INC CLASS B 0.1%
Value ($000) $778 Shares 15,000 Est. Cost $46.75 Unrealized +7.8%
MEDEQUITIES REALTY TRUST INC 0.1%
Value ($000) $755 Shares 64,263 Est. Cost $11.75 Unrealized
BLACKROCK MUN 2030 TAR TERM CO 0.1%
Value ($000) $745 Shares 32,855 Est. Cost $22.49 Unrealized
HARRIS CORPORATION 0.1%
Value ($000) $744 Shares 5,648 Est. Cost $103.82 Unrealized
TCEHY TENCENT HLDGS LTD ADR 0.1%
Value ($000) $725 Shares 16,848 Est. Cost $36.54 Unrealized
VIG VANGUARD DIVIDEND APPRCTN FD 0.1%
Value ($000) $708 Shares 7,468 Est. Cost $66.16 Unrealized
OAKIX HARRIS ASSOC INVT TR OAKMARK I 0.1%
Value ($000) $692 Shares 24,056 Est. Cost $26.36 Unrealized
MTD METTLER TOLEDO INTERNATIONALCO 0.1%
Value ($000) $689 Shares 1,100 Est. Cost $329.65 Unrealized +82.2%
AMT AMERICAN TOWER REIT COM 0.1%
Value ($000) $683 Shares 5,000 Est. Cost $102.88 Unrealized +9.2%
APH AMPHENOL CORP NEW CL A 0.1%
Value ($000) $677 Shares 8,000 Est. Cost $16.81 Unrealized +7.8%
RCL ROYAL CARIBBEAN CRUISES LTD CO 0.1%
Value ($000) $676 Shares 5,704 Est. Cost $51.62 Unrealized +108.3%
HEDJ WISDOMTREE TR EUROPE HEDGED 0.1%
Value ($000) $671 Shares 10,365 Est. Cost $62.81 Unrealized
SVB FINL GROUP COM 0.1%
Value ($000) $671 Shares 3,586 Est. Cost $147.18 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $666 Shares 6,003 Est. Cost $58.37 Unrealized +28.9%
INGERSOLL-RAND PLC 0.1%
Value ($000) $651 Shares 7,298 Est. Cost $70.82 Unrealized
IJH ISHARES TR S&P MIDCAP 400 0.1%
Value ($000) $644 Shares 3,602 Est. Cost $126.62 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $632 Shares 1,938 Est. Cost $251.76 Unrealized
RVTY PERKIN ELMER INC 0.1%
Value ($000) $620 Shares 8,988 Est. Cost $49.00 Unrealized +33.9%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $605 Shares 7,858 Est. Cost $44.46 Unrealized +20.7%
BAX BAXTER INTL INC 0.1%
Value ($000) $598 Shares 9,525 Est. Cost $53.53 Unrealized 0.0%
TXNM PNM RES INC COM 0.1%
Value ($000) $597 Shares 14,810 Est. Cost $26.01 Unrealized +56.3%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $595 Shares 3,400 Est. Cost $116.64 Unrealized +23.9%
FBIN FORTUNE BRANDS HOME & SEC INCO 0.1%
Value ($000) $582 Shares 8,656 Est. Cost $39.78 Unrealized +22.6%
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $574 Shares 8,690 Est. Cost $39.89 Unrealized +42.5%
PWR QUANTA SVCS INC COM 0.1%
Value ($000) $565 Shares 15,127 Est. Cost $32.67 Unrealized +5.3%
SERVICEMASTER GLOBAL HLDGS ICO 0.1%
Value ($000) $560 Shares 11,974 Est. Cost $34.97 Unrealized
AFG AMERICAN FINL GROUP INC OHIOCO 0.1%
Value ($000) $559 Shares 5,405 Est. Cost $34.57 Unrealized +48.0%
UNM UNUMPROVIDENT CORP 0.1%
Value ($000) $550 Shares 10,749 Est. Cost $40.22 Unrealized +21.3%
LEA LEAR CORP COM NEW 0.1%
Value ($000) $521 Shares 3,010 Est. Cost $56.94 Unrealized +125.2%
EATON VANCE CORP 0.1%
Value ($000) $516 Shares 10,457 Est. Cost $40.21 Unrealized
HSIC SCHEIN HENRY INC COM 0.1%
Value ($000) $516 Shares 6,296 Est. Cost $63.90 Unrealized +6.8%
ASR GRUPO AEROPORTUARIO DEL SURESP 0.1%
Value ($000) $514 Shares 2,695 Est. Cost $131.63 Unrealized
ORI OLD REP INTL CORP COM 0.1%
Value ($000) $506 Shares 25,673 Est. Cost $8.96 Unrealized +10.4%
EWBC EAST WEST BANCORP INC COM 0.1%
Value ($000) $504 Shares 8,423 Est. Cost $44.92 Unrealized +3.5%
EMR EMERSON ELEC CO 0.1%
Value ($000) $503 Shares 8,000 Est. Cost $48.01 Unrealized +2.5%
SPG SIMON PPTY GROUP INC NEW COM 0.1%
Value ($000) $497 Shares 3,086 Est. Cost $102.67 Unrealized -0.8%
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $492 Shares 6,924 Est. Cost $76.22 Unrealized
FIREEYE INC COM 0.1%
Value ($000) $492 Shares 29,316 Est. Cost $15.21 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $490 Shares 5,711 Est. Cost $45.33 Unrealized +56.8%
PINNACLE FINL PARTNERS INC COM 0.1%
Value ($000) $477 Shares 7,122 Est. Cost $35.28 Unrealized
BB&T CORP COM 0.1%
Value ($000) $469 Shares 10,000 Est. Cost $45.40 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.1%
Value ($000) $465 Shares 2,495 Est. Cost $171.20 Unrealized 0.0%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $458 Shares 3,828 Est. Cost $99.61 Unrealized +11.9%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $456 Shares 3,113 Est. Cost $19.61 Unrealized +51.6%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $452 Shares 8,407 Est. Cost $50.21 Unrealized -8.0%
CW CURTISS WRIGHT CORP COM 0.1%
Value ($000) $450 Shares 4,305 Est. Cost $93.26 Unrealized 0.0%
VFSUX VANGUARD FIXED INCOME SECS FST 0.1%
Value ($000) $449 Shares 42,000 Est. Cost $10.69 Unrealized
IVV ISHARES TR S&P 500 INDEX 0.1%
Value ($000) $449 Shares 1,775 Est. Cost $169.77 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEAL 0.1%
Value ($000) $444 Shares 5,430 Est. Cost $71.82 Unrealized
ETRADE FINANCIAL CORP COM NEW 0.1%
Value ($000) $443 Shares 10,160 Est. Cost $43.60 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $437 Shares 5,940 Est. Cost $55.69 Unrealized +16.2%
SJM SMUCKER J M CO 0.1%
Value ($000) $424 Shares 4,039 Est. Cost $79.17 Unrealized +10.6%
SSNC SS&C TECHNOLOGIES HLDGS INC CO 0.1%
Value ($000) $419 Shares 10,436 Est. Cost $37.27 Unrealized +3.5%
NVS NOVARTIS AG ADR SPONSORED 0.1%
Value ($000) $419 Shares 4,885 Est. Cost $83.58 Unrealized
FRANKLIN FINANCIAL NETWORK 0.0%
Value ($000) $411 Shares 11,521 Est. Cost $32.35 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIOCL 0.0%
Value ($000) $403 Shares 5,551 Est. Cost $52.67 Unrealized +18.6%
WY WEYERHAEUSER CO 0.0%
Value ($000) $401 Shares 11,793 Est. Cost $24.03 Unrealized -1.6%
GGAL GRUPO FINANCIERO GALICIA S ASP 0.0%
Value ($000) $387 Shares 7,500 Est. Cost $31.07 Unrealized
BLACKSTONE GROUP L P COM UNIT 0.0%
Value ($000) $382 Shares 11,450 Est. Cost $33.34 Unrealized
MIJFX MATTHEWS INTL FDS JAPAN FD INS 0.0%
Value ($000) $379 Shares 16,340 Est. Cost $21.60 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $369 Shares 4,725 Est. Cost $20.45 Unrealized +12.0%
PNC PNC FINANCIAL CORP 0.0%
Value ($000) $369 Shares 2,737 Est. Cost $90.61 Unrealized +6.7%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $355 Shares 18,529 Est. Cost $21.31 Unrealized -42.3%
NFLX NETFLIX COM INC 0.0%
Value ($000) $351 Shares 1,937 Est. Cost $10.39 Unrealized +67.9%
DVY ISHARES TR DJ SEL DIV INDX 0.0%
Value ($000) $343 Shares 3,660 Est. Cost $91.16 Unrealized
SLB SCHLUMBERGER 0.0%
Value ($000) $337 Shares 4,826 Est. Cost $59.89 Unrealized -13.4%
SYMANTEC CORP 0.0%
Value ($000) $328 Shares 10,000 Est. Cost $28.30 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $324 Shares 5,025 Est. Cost $57.57 Unrealized
GWW GRAINGER, W W INC 0.0%
Value ($000) $324 Shares 1,800 Est. Cost $166.15 Unrealized -10.0%
FINSX FIDELITY ADVISOR NEW INSIGHTS 0.0%
Value ($000) $323 Shares 10,044 Est. Cost $26.58 Unrealized
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $321 Shares 3,440 Est. Cost $48.68 Unrealized +60.7%
MIMSX BNY MELLON FDS TR MIDCP STK IN 0.0%
Value ($000) $310 Shares 18,345 Est. Cost $14.42 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $290 Shares 2,202 Est. Cost $86.88 Unrealized +21.5%
ORCL ORACLE SYSTEMS CORP 0.0%
Value ($000) $270 Shares 5,575 Est. Cost $40.44 Unrealized +8.6%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $266 Shares 1,040 Est. Cost $117.83 Unrealized +61.2%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $264 Shares 4,205 Est. Cost $44.62 Unrealized +9.4%
UNILEVER N V WI 0.0%
Value ($000) $262 Shares 4,439 Est. Cost $55.37 Unrealized
CHKP CHECK PT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $262 Shares 2,302 Est. Cost $108.04 Unrealized +1.7%
EEM ISHARES TR MSCI EMERG MKT 0.0%
Value ($000) $262 Shares 5,839 Est. Cost $39.49 Unrealized
ROYAL DUTCH SHELL PLC SPONS AD 0.0%
Value ($000) $243 Shares 4,010 Est. Cost $53.25 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $241 Shares 1,345 Est. Cost $149.35 Unrealized +21.4%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $239 Shares 5,990 Est. Cost $36.12 Unrealized +3.2%
GPC GENUINE PARTS CO 0.0%
Value ($000) $233 Shares 2,433 Est. Cost $55.59 Unrealized +19.9%
ABBV ABBVIE INC COM 0.0%
Value ($000) $231 Shares 2,597 Est. Cost $53.65 Unrealized 0.0%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $222 Shares 4,094 Est. Cost $34.76 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $207 Shares 1,058 Est. Cost $160.56 Unrealized +6.5%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $140 Shares 10,000 Est. Cost $9.33 Unrealized -2.6%
XMVFX BLACKROCK MUNIVEST FD INC COM 0.0%
Value ($000) $116 Shares 12,000 Est. Cost $9.67 Unrealized
BNY MELLON FDS TR INCM STKFD I 0.0%
Value ($000) $101 Shares 10,569 Est. Cost $9.78 Unrealized
KAUFX FEDERATED EQUITY FDS KAUFMANN 0.0%
Value ($000) $79 Shares 13,204 Est. Cost $5.28 Unrealized