MOODY LYNN & LIEBERSON, LLC Diversified Active

CIK: 0000938592 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 23, 2019

Total Value ($000): $909,768 (100.0% shares, 0.0% debt)

Holdings (190)

MSFT MICROSOFT CORP 4.4%
Value ($000) $40,385 Shares 301,468 Est. Cost $51.84 Unrealized +130.6%
MA MASTERCARD INC CL A 4.2%
Value ($000) $38,524 Shares 145,632 Est. Cost $90.37 Unrealized +167.1%
SPDR GOLD TRUST GOLD SHS 3.1%
Value ($000) $28,318 Shares 210,622 Est. Cost $134.45 Unrealized
TMO THERMO ELECTRON CORP 2.9%
Value ($000) $26,752 Shares 91,094 Est. Cost $161.26 Unrealized +67.9%
JPM J.P. MORGAN CHASE & CO 2.9%
Value ($000) $26,709 Shares 238,897 Est. Cost $62.86 Unrealized +46.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 2.7%
Value ($000) $24,835 Shares 116,504 Est. Cost $178.22 Unrealized +16.1%
ABT ABBOTT LABS 2.4%
Value ($000) $21,561 Shares 256,370 Est. Cost $42.65 Unrealized +64.6%
PYPL PAYPAL HLDGS INC COM 2.3%
Value ($000) $21,175 Shares 184,997 Est. Cost $61.72 Unrealized +79.2%
SPY SPDR TR UNIT SER 1 2.3%
Value ($000) $20,493 Shares 69,941 Est. Cost $240.43 Unrealized
GOOGL ALPHABET CLASS A 2.1%
Value ($000) $19,526 Shares 18,033 Est. Cost $41.54 Unrealized +38.3%
IWF ISHARES TR RUSSL 1000 GRWT 2.1%
Value ($000) $19,520 Shares 124,061 Est. Cost $152.93 Unrealized
BAC BANK OF AMERICA 1.9%
Value ($000) $17,600 Shares 606,907 Est. Cost $16.74 Unrealized +46.3%
EL LAUDER ESTEE COS INC CL A 1.9%
Value ($000) $17,043 Shares 93,074 Est. Cost $99.96 Unrealized +57.0%
WM WASTE MANAGEMENT INC 1.8%
Value ($000) $16,662 Shares 144,419 Est. Cost $59.27 Unrealized +64.0%
PAYC PAYCOM SOFTWARE INC 1.8%
Value ($000) $16,558 Shares 73,035 Est. Cost $154.13 Unrealized +30.6%
AVGO BROADCOM INC COM 1.8%
Value ($000) $16,519 Shares 57,387 Est. Cost $18.76 Unrealized +30.0%
RAYTHEON CO 1.8%
Value ($000) $16,519 Shares 95,005 Est. Cost $140.11 Unrealized
V VISA INC COM CL A 1.8%
Value ($000) $16,343 Shares 94,168 Est. Cost $74.27 Unrealized +110.5%
KO COCA COLA CO 1.8%
Value ($000) $16,157 Shares 317,306 Est. Cost $35.15 Unrealized +13.6%
CSCO CISCO SYS INC 1.7%
Value ($000) $15,198 Shares 277,682 Est. Cost $40.79 Unrealized +10.8%
CVX CHEVRONTEXACO CORPORATION 1.7%
Value ($000) $15,175 Shares 121,948 Est. Cost $74.31 Unrealized +21.4%
SYK STRYKER CORP 1.6%
Value ($000) $14,997 Shares 72,948 Est. Cost $140.46 Unrealized +26.6%
AMZN AMAZON COM INC COM 1.6%
Value ($000) $14,854 Shares 7,844 Est. Cost $39.36 Unrealized +136.6%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $14,266 Shares 102,428 Est. Cost $84.41 Unrealized +36.0%
LMT LOCKHEED MARTIN CORP 1.5%
Value ($000) $13,542 Shares 37,249 Est. Cost $214.50 Unrealized +30.4%
SYY SYSCO CORPORATION 1.5%
Value ($000) $13,487 Shares 190,713 Est. Cost $41.33 Unrealized +44.1%
EXR EXTRA SPACE STORAGE INC COM 1.4%
Value ($000) $12,548 Shares 118,269 Est. Cost $72.15 Unrealized +13.4%
BMY BRISTOL MYERS SQUIBB CO 1.3%
Value ($000) $11,703 Shares 258,070 Est. Cost $40.71 Unrealized -11.3%
TXN TEXAS INSTRUMENTS INC 1.2%
Value ($000) $11,338 Shares 98,800 Est. Cost $61.30 Unrealized +51.3%
ROYAL DUTCH SHELL PLC SPON ADR 1.2%
Value ($000) $11,209 Shares 170,498 Est. Cost $67.75 Unrealized
UNITED TECHNOLOGIES CORP 1.2%
Value ($000) $10,797 Shares 82,929 Est. Cost $112.84 Unrealized
MRK MERCK & COMPANY 1.2%
Value ($000) $10,737 Shares 128,049 Est. Cost $54.78 Unrealized +13.4%
AAPL APPLE INC. 1.2%
Value ($000) $10,524 Shares 53,174 Est. Cost $31.39 Unrealized +48.5%
UNP UNION PAC CORP 1.1%
Value ($000) $10,073 Shares 59,566 Est. Cost $78.60 Unrealized +88.0%
HD HOME DEPOT INC 1.1%
Value ($000) $9,665 Shares 46,473 Est. Cost $116.37 Unrealized +45.7%
DEO DIAGEO PLC 0.9%
Value ($000) $8,501 Shares 49,330 Est. Cost $138.28 Unrealized
CYBERARK SOFTWARE LTD SHS 0.9%
Value ($000) $8,215 Shares 64,257 Est. Cost $70.74 Unrealized
VFC V F CORP 0.9%
Value ($000) $8,052 Shares 92,177 Est. Cost $77.21 Unrealized +11.6%
TRV TRAVELERS COMPANIES INC 0.9%
Value ($000) $7,955 Shares 53,201 Est. Cost $85.28 Unrealized +46.6%
HQY HEALTHEQUITY INC COM 0.9%
Value ($000) $7,856 Shares 120,123 Est. Cost $70.23 Unrealized -0.9%
ADBE ADOBE SYS INC 0.8%
Value ($000) $7,470 Shares 25,353 Est. Cost $172.50 Unrealized +61.0%
CRM SALESFORCE.COM INC 0.8%
Value ($000) $7,377 Shares 48,617 Est. Cost $139.36 Unrealized +11.1%
MCD MCDONALDS CORP 0.8%
Value ($000) $7,373 Shares 35,507 Est. Cost $101.19 Unrealized +67.8%
BXMT BLACKSTONE MTG TR INC COM CL A 0.8%
Value ($000) $7,325 Shares 205,874 Est. Cost $30.96 Unrealized
MATTHEWS ASIAN FDS EMRASIA INS 0.8%
Value ($000) $7,318 Shares 592,535 Est. Cost $12.94 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.8%
Value ($000) $6,968 Shares 13,283 Est. Cost $145.90 Unrealized +17.4%
BABA ALIBABA GROUP HLDG LTD SPONSOR 0.7%
Value ($000) $6,633 Shares 39,147 Est. Cost $163.02 Unrealized
NOW SERVICENOW INC COM 0.7%
Value ($000) $6,268 Shares 22,827 Est. Cost $48.55 Unrealized +8.2%
CB CHUBB LIMITED COM 0.7%
Value ($000) $6,157 Shares 41,805 Est. Cost $109.22 Unrealized +18.4%
INTU INTUIT INC 0.7%
Value ($000) $6,114 Shares 23,396 Est. Cost $171.14 Unrealized +42.2%
AMT AMERICAN TOWER REIT COM 0.6%
Value ($000) $5,558 Shares 27,185 Est. Cost $160.32 Unrealized +4.9%
EW EDWARDS LIFESCIENCES CORP 0.6%
Value ($000) $5,334 Shares 28,875 Est. Cost $60.03 Unrealized +0.7%
HON HONEYWELL INTERNATIONAL, INC. 0.6%
Value ($000) $5,263 Shares 30,147 Est. Cost $121.16 Unrealized +14.4%
META FACEBOOK INC CL A 0.6%
Value ($000) $5,182 Shares 26,851 Est. Cost $106.82 Unrealized +69.9%
CMCSA COMCAST CORP CL A 0.5%
Value ($000) $4,878 Shares 115,373 Est. Cost $35.54 Unrealized 0.0%
GDX VANECK VECTORS GOLD MINERS ETF 0.5%
Value ($000) $4,637 Shares 181,430 Est. Cost $25.56 Unrealized
FISV FISERV INC 0.5%
Value ($000) $4,110 Shares 45,090 Est. Cost $87.63 Unrealized 0.0%
FIS FIDELITY NATIONAL INFORMATION 0.4%
Value ($000) $4,029 Shares 32,840 Est. Cost $97.57 Unrealized +5.9%
CTRA CABOT OIL & GAS CORP 0.4%
Value ($000) $3,933 Shares 171,315 Est. Cost $18.17 Unrealized +4.4%
GPN GLOBAL PMTS INC COM 0.4%
Value ($000) $3,846 Shares 24,015 Est. Cost $141.56 Unrealized 0.0%
SVB FINL GROUP COM 0.4%
Value ($000) $3,609 Shares 16,069 Est. Cost $213.46 Unrealized
PG PROCTER & GAMBLE COMPANY 0.4%
Value ($000) $3,499 Shares 31,908 Est. Cost $75.51 Unrealized +19.8%
EPI WISDOMTREE TRUST INDIA ERNGS F 0.4%
Value ($000) $3,476 Shares 133,400 Est. Cost $23.30 Unrealized
DIS DISNEY WALT PRODUCTIONS 0.4%
Value ($000) $3,211 Shares 22,993 Est. Cost $76.46 Unrealized +67.4%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $3,166 Shares 13,984 Est. Cost $139.85 Unrealized +26.0%
UAA UNDER ARMOUR INC 0.3%
Value ($000) $3,132 Shares 123,560 Est. Cost $23.43 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP 0.3%
Value ($000) $3,068 Shares 23,540 Est. Cost $96.59 Unrealized 0.0%
IDXX IDEXX LABORATORIES CORP 0.3%
Value ($000) $2,792 Shares 10,139 Est. Cost $193.41 Unrealized +27.4%
LINDE PLC COM 0.3%
Value ($000) $2,767 Shares 13,778 Est. Cost $156.02 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.3%
Value ($000) $2,728 Shares 16,499 Est. Cost $48.77 Unrealized +189.0%
CHD CHURCH & DWIGHT CO 0.3%
Value ($000) $2,598 Shares 35,556 Est. Cost $44.09 Unrealized +55.9%
GOOG ALPHABET CLASS C 0.3%
Value ($000) $2,519 Shares 2,330 Est. Cost $47.71 Unrealized +20.0%
VEEV VEEVA SYS INC CL A COM 0.3%
Value ($000) $2,453 Shares 15,130 Est. Cost $145.72 Unrealized 0.0%
IWO ISHARES TR RUSSELL 2000 GR 0.3%
Value ($000) $2,418 Shares 12,039 Est. Cost $154.20 Unrealized
WDAY WORKDAY INC CL A 0.3%
Value ($000) $2,382 Shares 11,585 Est. Cost $201.94 Unrealized 0.0%
OKTA OKTA INC CL A 0.3%
Value ($000) $2,305 Shares 18,665 Est. Cost $79.16 Unrealized +37.1%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $2,248 Shares 29,335 Est. Cost $57.06 Unrealized -0.3%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $2,140 Shares 37,450 Est. Cost $36.29 Unrealized +10.3%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $2,096 Shares 8,591 Est. Cost $151.11 Unrealized +42.6%
PFE PFIZER INC 0.2%
Value ($000) $2,051 Shares 47,350 Est. Cost $20.88 Unrealized +40.0%
PEP PEPSICO INC 0.2%
Value ($000) $2,035 Shares 15,518 Est. Cost $81.86 Unrealized +28.0%
IWM ISHARES TR RSSLL 2000 INDX 0.2%
Value ($000) $1,992 Shares 12,811 Est. Cost $151.91 Unrealized
CMI CUMMINS ENGINE INC 0.2%
Value ($000) $1,914 Shares 11,169 Est. Cost $94.02 Unrealized +47.0%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $1,852 Shares 19,794 Est. Cost $56.35 Unrealized +21.6%
PFGC PERFORMANCE FOOD GROUP CO COM 0.2%
Value ($000) $1,765 Shares 44,102 Est. Cost $40.05 Unrealized 0.0%
COUPA SOFTWARE INC COM 0.2%
Value ($000) $1,635 Shares 12,915 Est. Cost $126.60 Unrealized
ACN ACCENTURE PLC 0.2%
Value ($000) $1,632 Shares 8,833 Est. Cost $105.09 Unrealized +55.8%
XLV SELECT SECTOR SPDR TR SBI HEAL 0.2%
Value ($000) $1,421 Shares 15,340 Est. Cost $85.83 Unrealized
NKE NIKE INC CLASS B 0.1%
Value ($000) $1,304 Shares 15,529 Est. Cost $47.52 Unrealized +62.2%
RHP RYMAN HOSPITALITY PPTYS INC CO 0.1%
Value ($000) $1,278 Shares 15,766 Est. Cost $48.06 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 0.1%
Value ($000) $1,258 Shares 4,731 Est. Cost $150.08 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1,258 Shares 26,286 Est. Cost $39.26 Unrealized +9.8%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $1,246 Shares 8,259 Est. Cost $118.76 Unrealized +8.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,223 Shares 25,828 Est. Cost $16.95 Unrealized +82.5%
IBB ISHARES TR NASDAQ BIOTECH 0.1%
Value ($000) $1,181 Shares 10,825 Est. Cost $174.83 Unrealized
HDB HDFC BANK LTD ADR REPS 3 SHS 0.1%
Value ($000) $1,168 Shares 8,979 Est. Cost $75.23 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC CO 0.1%
Value ($000) $1,127 Shares 45,945 Est. Cost $15.06 Unrealized 0.0%
VFINX VANGUARD INDEX TR 500 PORTFOLI 0.1%
Value ($000) $1,084 Shares 3,993 Est. Cost $151.37 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1,078 Shares 3,335 Est. Cost $168.76 Unrealized +58.4%
USB U S BANCORP 0.1%
Value ($000) $1,054 Shares 20,120 Est. Cost $31.10 Unrealized +25.2%
IWN ISHARES TR RUSSELL 2000 VA 0.1%
Value ($000) $1,039 Shares 8,623 Est. Cost $121.22 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $1,018 Shares 2,871 Est. Cost $297.68 Unrealized
INGERSOLL-RAND PLC 0.1%
Value ($000) $1,016 Shares 8,017 Est. Cost $77.70 Unrealized
NSRGY NESTLE S A ADR 0.1%
Value ($000) $1,005 Shares 9,695 Est. Cost $79.35 Unrealized
MTB M&T BANK CORP 0.1%
Value ($000) $962 Shares 5,658 Est. Cost $123.02 Unrealized +8.8%
PSA PUBLIC STORAGE INC 0.1%
Value ($000) $953 Shares 4,000 Est. Cost $151.11 Unrealized +15.0%
MMM 3M COMPANY 0.1%
Value ($000) $941 Shares 5,430 Est. Cost $93.66 Unrealized +28.8%
T A T & T INC 0.1%
Value ($000) $939 Shares 28,019 Est. Cost $13.37 Unrealized +12.8%
VTI VANGUARD INDEX TR STK MRK VIPE 0.1%
Value ($000) $930 Shares 6,193 Est. Cost $109.76 Unrealized
MSCI MSCI INC COM 0.1%
Value ($000) $919 Shares 3,850 Est. Cost $135.24 Unrealized +55.1%
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $915 Shares 2,639 Est. Cost $272.26 Unrealized +26.9%
MTD METTLER TOLEDO INTERNATIONALCO 0.1%
Value ($000) $869 Shares 1,034 Est. Cost $335.73 Unrealized +124.7%
TCEHY TENCENT HLDGS LTD ADR 0.1%
Value ($000) $865 Shares 19,157 Est. Cost $49.02 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $833 Shares 8,316 Est. Cost $50.21 Unrealized +73.6%
VIG VANGUARD DIVIDEND APPRCTN FD 0.1%
Value ($000) $781 Shares 6,785 Est. Cost $66.16 Unrealized
HUBS HUBSPOT INC 0.1%
Value ($000) $780 Shares 4,576 Est. Cost $136.81 Unrealized +27.6%
APH AMPHENOL CORP NEW CL A 0.1%
Value ($000) $768 Shares 8,000 Est. Cost $16.81 Unrealized +34.3%
HARRIS CORPORATION 0.1%
Value ($000) $761 Shares 4,024 Est. Cost $104.50 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $758 Shares 3,718 Est. Cost $35.80 Unrealized +4.5%
NFLX NETFLIX COM INC 0.1%
Value ($000) $756 Shares 2,057 Est. Cost $16.42 Unrealized +119.7%
BLACKROCK INC CL A 0.1%
Value ($000) $747 Shares 1,592 Est. Cost $425.05 Unrealized
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $723 Shares 8,342 Est. Cost $40.24 Unrealized +87.5%
CBT CABOT CORP. 0.1%
Value ($000) $716 Shares 15,000 Est. Cost $44.37 Unrealized -14.0%
RVTY PERKIN ELMER INC 0.1%
Value ($000) $712 Shares 7,392 Est. Cost $49.41 Unrealized +85.5%
TXNM PNM RES INC COM 0.1%
Value ($000) $703 Shares 13,810 Est. Cost $26.37 Unrealized +80.9%
UA UNDER ARMOUR INC CL C 0.1%
Value ($000) $696 Shares 31,334 Est. Cost $20.80 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $680 Shares 8,108 Est. Cost $50.29 Unrealized +35.1%
RCL ROYAL CARIBBEAN CRUISES LTD CO 0.1%
Value ($000) $666 Shares 5,495 Est. Cost $52.73 Unrealized +121.0%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $646 Shares 5,840 Est. Cost $55.69 Unrealized +65.0%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $638 Shares 3,113 Est. Cost $19.61 Unrealized +113.1%
TTWO TAKE-TWO INTERACTIVE SOFTWARCO 0.1%
Value ($000) $621 Shares 5,470 Est. Cost $112.55 Unrealized -8.6%
SPLUNK INC COM 0.1%
Value ($000) $612 Shares 4,865 Est. Cost $90.92 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $609 Shares 14,170 Est. Cost $30.16 Unrealized +27.5%
SERVICEMASTER GLOBAL HLDGS ICO 0.1%
Value ($000) $599 Shares 11,496 Est. Cost $35.32 Unrealized
BLACKSTONE GROUP L P COM UNIT 0.1%
Value ($000) $593 Shares 13,350 Est. Cost $33.45 Unrealized
IJH ISHARES TR S&P MIDCAP 400 0.1%
Value ($000) $587 Shares 3,022 Est. Cost $127.35 Unrealized
EEFT EURONET WORLDWIDE INC COM 0.1%
Value ($000) $585 Shares 3,477 Est. Cost $110.71 Unrealized +38.1%
SSNC SS&C TECHNOLOGIES HLDGS INC CO 0.1%
Value ($000) $573 Shares 9,953 Est. Cost $48.66 Unrealized +23.8%
WMT WAL-MART STORES INC 0.1%
Value ($000) $565 Shares 5,110 Est. Cost $21.78 Unrealized +43.7%
EMR EMERSON ELEC CO 0.1%
Value ($000) $557 Shares 8,350 Est. Cost $51.15 Unrealized +12.4%
OAKIX HARRIS ASSOC INVT TR OAKMARK I 0.1%
Value ($000) $555 Shares 24,056 Est. Cost $26.36 Unrealized
PWR QUANTA SVCS INC COM 0.1%
Value ($000) $555 Shares 14,540 Est. Cost $32.76 Unrealized +14.0%
XLF SPDR FD FINANCIAL 0.1%
Value ($000) $546 Shares 19,798 Est. Cost $22.04 Unrealized
AFG AMERICAN FINL GROUP INC OHIOCO 0.1%
Value ($000) $526 Shares 5,135 Est. Cost $35.02 Unrealized +56.6%
IVV ISHARES TR S&P 500 INDEX 0.1%
Value ($000) $523 Shares 1,775 Est. Cost $169.77 Unrealized
CW CURTISS WRIGHT CORP COM 0.1%
Value ($000) $517 Shares 4,067 Est. Cost $93.74 Unrealized +19.2%
DHR DANAHER CORP 0.1%
Value ($000) $514 Shares 3,598 Est. Cost $83.48 Unrealized +37.7%
BALL BALL CORP COM 0.1%
Value ($000) $513 Shares 7,327 Est. Cost $43.14 Unrealized +33.5%
TDG TRANSDIGM GROUP INC COM 0.1%
Value ($000) $503 Shares 1,040 Est. Cost $117.83 Unrealized +194.7%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $499 Shares 2,936 Est. Cost $119.90 Unrealized +30.5%
BB&T CORP COM 0.1%
Value ($000) $491 Shares 10,000 Est. Cost $45.40 Unrealized
ETRADE FINANCIAL CORP COM NEW 0.1%
Value ($000) $491 Shares 11,000 Est. Cost $44.75 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $484 Shares 6,265 Est. Cost $44.46 Unrealized +27.9%
GWW GRAINGER, W W INC 0.1%
Value ($000) $483 Shares 1,800 Est. Cost $166.15 Unrealized +55.1%
SON SONOCO PRODUCTS 0.1%
Value ($000) $471 Shares 7,202 Est. Cost $43.17 Unrealized +15.9%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $457 Shares 6,372 Est. Cost $54.40 Unrealized +11.8%
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $443 Shares 6,924 Est. Cost $76.22 Unrealized
VEU VANGUARD INTL EQUITY INDEX FAL 0.0%
Value ($000) $436 Shares 8,552 Est. Cost $44.23 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $412 Shares 5,338 Est. Cost $67.44 Unrealized +0.4%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $399 Shares 2,500 Est. Cost $102.67 Unrealized +16.0%
PNC PNC FINANCIAL CORP 0.0%
Value ($000) $397 Shares 2,893 Est. Cost $93.73 Unrealized +11.1%
LEA LEAR CORP COM NEW 0.0%
Value ($000) $393 Shares 2,824 Est. Cost $58.89 Unrealized +107.6%
NVS NOVARTIS AG ADR SPONSORED 0.0%
Value ($000) $392 Shares 4,298 Est. Cost $84.15 Unrealized
PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $391 Shares 6,798 Est. Cost $35.91 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $387 Shares 18,529 Est. Cost $21.31 Unrealized -35.9%
CI CIGNA CORP NEW 0.0%
Value ($000) $370 Shares 2,350 Est. Cost $190.77 Unrealized -24.9%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $366 Shares 4,393 Est. Cost $45.27 Unrealized +43.5%
DVY ISHARES TR DJ SEL DIV INDX 0.0%
Value ($000) $364 Shares 3,660 Est. Cost $91.52 Unrealized
EOG EOG RESOURCES INC. 0.0%
Value ($000) $361 Shares 3,870 Est. Cost $75.46 Unrealized -6.8%
FINSX FIDELITY ADVISOR NEW INSIGHTS 0.0%
Value ($000) $331 Shares 10,062 Est. Cost $26.58 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $318 Shares 1 Est. Cost $313083.50 Unrealized -0.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIOCL 0.0%
Value ($000) $313 Shares 4,940 Est. Cost $52.67 Unrealized +12.8%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $301 Shares 5,432 Est. Cost $37.83 Unrealized +25.8%
MIMSX BNY MELLON FDS TR MIDCP STK IN 0.0%
Value ($000) $295 Shares 17,029 Est. Cost $14.52 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $289 Shares 1,345 Est. Cost $149.35 Unrealized +46.3%
UNILEVER N V WI 0.0%
Value ($000) $275 Shares 4,522 Est. Cost $55.27 Unrealized
VOYA VOYA FINL INC COM 0.0%
Value ($000) $274 Shares 4,950 Est. Cost $48.17 Unrealized 0.0%
SJM SMUCKER J M CO 0.0%
Value ($000) $265 Shares 2,301 Est. Cost $79.17 Unrealized +24.3%
ROYAL DUTCH SHELL PLC SPONS AD 0.0%
Value ($000) $260 Shares 4,000 Est. Cost $53.25 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $249 Shares 2,407 Est. Cost $55.59 Unrealized +53.7%
EEM ISHARES TR MSCI EMERG MKT 0.0%
Value ($000) $248 Shares 5,775 Est. Cost $39.88 Unrealized
IJR ISHARES TR S&P SMALLCAP600 0.0%
Value ($000) $243 Shares 3,105 Est. Cost $77.07 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $240 Shares 954 Est. Cost $213.66 Unrealized -1.8%
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $214 Shares 7,639 Est. Cost $29.07 Unrealized 0.0%
CHKP CHECK PT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $214 Shares 1,850 Est. Cost $116.24 Unrealized +1.6%
FRCB FIRST REP BK SAN FRAN CALI NCO 0.0%
Value ($000) $203 Shares 2,083 Est. Cost $88.70 Unrealized +10.8%
ITUB ITAU UNIBANCO BANCO BRASILEIRO 0.0%
Value ($000) $193 Shares 20,500 Est. Cost $9.41 Unrealized
FCNTX FIDELITY CONTRAFUND INC 0.0%
Value ($000) $147 Shares 11,154 Est. Cost $13.18 Unrealized
XMVFX BLACKROCK MUNIVEST FD INC COM 0.0%
Value ($000) $110 Shares 12,000 Est. Cost $9.67 Unrealized
KAUFX FEDERATED EQUITY FDS KAUFMANN 0.0%
Value ($000) $84 Shares 13,204 Est. Cost $5.28 Unrealized