MOODY LYNN & LIEBERSON, LLC Diversified Active

CIK: 0000938592 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 24, 2020

Total Value ($000): $920,714 (100.0% shares, 0.0% debt)

Holdings (185)

MSFT MICROSOFT CORP 6.4%
Value ($000) $59,289 Shares 291,335 Est. Cost $53.86 Unrealized +221.3%
GLD SPDR GOLD TRUST GOLD SHS 4.6%
Value ($000) $41,967 Shares 236,859 Est. Cost $177.18 Unrealized
AMZN AMAZON COM INC COM 3.4%
Value ($000) $31,497 Shares 11,417 Est. Cost $58.82 Unrealized +105.3%
MA MASTERCARD INC CL A 3.3%
Value ($000) $30,576 Shares 103,402 Est. Cost $90.37 Unrealized +202.5%
GOOGL ALPHABET CLASS A 3.2%
Value ($000) $29,385 Shares 20,722 Est. Cost $46.77 Unrealized +43.1%
TMO THERMO ELECTRON CORP 3.2%
Value ($000) $29,380 Shares 81,083 Est. Cost $181.44 Unrealized +82.1%
AAPL APPLE INC. 3.1%
Value ($000) $28,409 Shares 77,874 Est. Cost $43.42 Unrealized +72.9%
JPM J.P. MORGAN CHASE & CO 3.1%
Value ($000) $28,138 Shares 299,152 Est. Cost $68.54 Unrealized +19.3%
PYPL PAYPAL HLDGS INC COM 2.7%
Value ($000) $24,891 Shares 142,862 Est. Cost $76.23 Unrealized +80.9%
BX BLACKSTONE GROUP INC COM CL A 2.5%
Value ($000) $23,477 Shares 414,353 Est. Cost $42.26 Unrealized +2.9%
ABT ABBOTT LABS 2.5%
Value ($000) $23,159 Shares 253,294 Est. Cost $49.17 Unrealized +66.7%
PAYC PAYCOM SOFTWARE INC 2.1%
Value ($000) $19,405 Shares 62,651 Est. Cost $162.94 Unrealized +60.1%
BMY BRISTOL MYERS SQUIBB CO 2.1%
Value ($000) $19,187 Shares 326,314 Est. Cost $43.42 Unrealized +10.4%
BABA ALIBABA GROUP HLDG LTD SPONSOR 2.0%
Value ($000) $18,483 Shares 85,689 Est. Cost $189.59 Unrealized
NVDA NVIDIA CORP 2.0%
Value ($000) $18,267 Shares 48,082 Est. Cost $6.53 Unrealized +23.5%
HD HOME DEPOT INC 1.9%
Value ($000) $17,453 Shares 69,668 Est. Cost $140.78 Unrealized +41.9%
AVGO BROADCOM INC COM 1.8%
Value ($000) $16,281 Shares 51,587 Est. Cost $20.54 Unrealized +19.4%
LLY LILLY ELI & CO 1.6%
Value ($000) $15,143 Shares 92,232 Est. Cost $128.17 Unrealized +12.3%
WM WASTE MANAGEMENT INC 1.6%
Value ($000) $14,614 Shares 137,985 Est. Cost $59.27 Unrealized +55.5%
HON HONEYWELL INTERNATIONAL, INC. 1.6%
Value ($000) $14,539 Shares 100,555 Est. Cost $128.08 Unrealized -8.0%
LINDE PLC COM 1.6%
Value ($000) $14,443 Shares 68,093 Est. Cost $204.50 Unrealized
NOW SERVICENOW INC COM 1.5%
Value ($000) $14,238 Shares 35,150 Est. Cost $61.78 Unrealized +14.3%
PG PROCTER & GAMBLE COMPANY 1.5%
Value ($000) $13,869 Shares 115,992 Est. Cost $95.59 Unrealized +6.2%
PEP PEPSICO INC 1.5%
Value ($000) $13,702 Shares 103,596 Est. Cost $106.58 Unrealized +3.9%
META FACEBOOK INC CL A 1.4%
Value ($000) $13,002 Shares 57,260 Est. Cost $154.72 Unrealized +34.0%
ADBE ADOBE SYS INC 1.4%
Value ($000) $12,822 Shares 29,455 Est. Cost $206.13 Unrealized +79.8%
KO COCA COLA CO 1.4%
Value ($000) $12,796 Shares 286,393 Est. Cost $35.70 Unrealized +8.5%
SYK STRYKER CORP 1.3%
Value ($000) $12,308 Shares 68,305 Est. Cost $152.50 Unrealized +13.9%
V VISA INC COM CL A 1.3%
Value ($000) $11,887 Shares 61,535 Est. Cost $74.27 Unrealized +136.3%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $11,641 Shares 82,776 Est. Cost $92.25 Unrealized +34.7%
CRM SALESFORCE.COM INC 1.2%
Value ($000) $10,980 Shares 58,613 Est. Cost $153.61 Unrealized +8.4%
AMT AMERICAN TOWER REIT COM 1.2%
Value ($000) $10,622 Shares 41,083 Est. Cost $197.19 Unrealized +6.8%
OTIS OTIS WORLDWIDE CORP COM 1.1%
Value ($000) $10,216 Shares 179,671 Est. Cost $47.48 Unrealized 0.0%
EL LAUDER ESTEE COS INC CL A 1.0%
Value ($000) $9,086 Shares 48,156 Est. Cost $99.96 Unrealized +65.6%
TXN TEXAS INSTRUMENTS INC 0.9%
Value ($000) $8,410 Shares 66,239 Est. Cost $78.11 Unrealized +27.4%
MRK MERCK & COMPANY 0.9%
Value ($000) $7,879 Shares 101,894 Est. Cost $58.38 Unrealized +7.7%
SPY SPDR TR UNIT SER 1 0.8%
Value ($000) $7,637 Shares 24,768 Est. Cost $245.70 Unrealized
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $7,595 Shares 20,813 Est. Cost $214.50 Unrealized +50.9%
UNP UNION PAC CORP 0.7%
Value ($000) $6,708 Shares 39,673 Est. Cost $80.33 Unrealized +76.1%
MCD MCDONALDS CORP 0.7%
Value ($000) $6,475 Shares 35,102 Est. Cost $101.19 Unrealized +59.1%
ISRG INTUITIVE SURGICAL INC COM NEW 0.7%
Value ($000) $6,251 Shares 10,970 Est. Cost $161.93 Unrealized +10.7%
REGN REGENERON PHARMACEUTICALS COM 0.6%
Value ($000) $5,680 Shares 9,108 Est. Cost $428.51 Unrealized +31.7%
ITW ILLINOIS TOOL WORKS INC 0.6%
Value ($000) $5,483 Shares 31,358 Est. Cost $142.34 Unrealized +0.4%
PANW PALO ALTO NETWORKS INC COM 0.6%
Value ($000) $5,329 Shares 23,203 Est. Cost $35.49 Unrealized -0.7%
EXR EXTRA SPACE STORAGE INC COM 0.6%
Value ($000) $5,287 Shares 57,241 Est. Cost $72.15 Unrealized +3.9%
CCI CROWN CASTLE INTL CORP 0.6%
Value ($000) $5,279 Shares 31,543 Est. Cost $125.06 Unrealized 0.0%
TMUS T MOBILE US INC COM 0.6%
Value ($000) $5,272 Shares 50,621 Est. Cost $92.61 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.6%
Value ($000) $5,271 Shares 21,829 Est. Cost $192.77 Unrealized +3.1%
EA ELECTRONIC ARTS 0.5%
Value ($000) $4,862 Shares 36,820 Est. Cost $114.88 Unrealized 0.0%
BAC BANK OF AMERICA 0.5%
Value ($000) $4,755 Shares 200,221 Est. Cost $21.40 Unrealized -3.9%
CIEN CIENA CORP COM NEW 0.5%
Value ($000) $4,693 Shares 86,645 Est. Cost $49.71 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.5%
Value ($000) $4,337 Shares 14,938 Est. Cost $202.38 Unrealized +34.0%
ROP ROPER INDS INC NEW 0.5%
Value ($000) $4,305 Shares 11,087 Est. Cost $346.53 Unrealized 0.0%
CHWY CHEWY INC CL A 0.5%
Value ($000) $4,194 Shares 93,855 Est. Cost $43.62 Unrealized 0.0%
DHR DANAHER CORP 0.5%
Value ($000) $4,156 Shares 23,505 Est. Cost $123.77 Unrealized +13.1%
SBAC SBA COMMUNICATIONS CORP NEW CL 0.4%
Value ($000) $4,132 Shares 13,869 Est. Cost $274.07 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $3,962 Shares 71,868 Est. Cost $38.72 Unrealized +5.2%
ALB ALBEMARLE CORP 0.4%
Value ($000) $3,940 Shares 51,035 Est. Cost $63.41 Unrealized 0.0%
GDX VANECK VECTORS GOLD MINERS ETF 0.4%
Value ($000) $3,936 Shares 107,310 Est. Cost $36.68 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL 0.4%
Value ($000) $3,728 Shares 20,885 Est. Cost $178.22 Unrealized +2.5%
GOOG ALPHABET CLASS C 0.4%
Value ($000) $3,692 Shares 2,612 Est. Cost $49.78 Unrealized +34.5%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.4%
Value ($000) $3,616 Shares 58,686 Est. Cost $54.61 Unrealized 0.0%
ALC ALCON INC ORD SHS 0.4%
Value ($000) $3,372 Shares 58,825 Est. Cost $55.82 Unrealized 0.0%
IDXX IDEXX LABORATORIES CORP 0.4%
Value ($000) $3,253 Shares 9,852 Est. Cost $250.41 Unrealized +15.6%
AKAM AKAMAI TECHNOLOGIES INC 0.3%
Value ($000) $2,997 Shares 27,985 Est. Cost $100.53 Unrealized 0.0%
STZ CONSTELLATION BRANDS COM 0.3%
Value ($000) $2,903 Shares 16,595 Est. Cost $151.89 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING 0.3%
Value ($000) $2,642 Shares 17,745 Est. Cost $59.57 Unrealized +113.2%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $2,597 Shares 8,806 Est. Cost $151.11 Unrealized +72.8%
CHD CHURCH & DWIGHT CO 0.3%
Value ($000) $2,560 Shares 33,114 Est. Cost $47.27 Unrealized +44.1%
PFE PFIZER INC 0.3%
Value ($000) $2,511 Shares 76,804 Est. Cost $22.80 Unrealized +14.0%
IWO ISHARES TR RUSSELL 2000 GR 0.3%
Value ($000) $2,491 Shares 12,039 Est. Cost $154.20 Unrealized
DIS DISNEY WALT PRODUCTIONS 0.3%
Value ($000) $2,418 Shares 21,680 Est. Cost $105.94 Unrealized +1.8%
TTWO TAKE-TWO INTERACTIVE SOFTWARCO 0.2%
Value ($000) $2,186 Shares 15,662 Est. Cost $125.67 Unrealized +4.1%
ACN ACCENTURE PLC 0.2%
Value ($000) $2,174 Shares 10,127 Est. Cost $114.54 Unrealized +52.4%
TCEHY TENCENT HLDGS LTD ADR 0.2%
Value ($000) $2,089 Shares 32,476 Est. Cost $50.74 Unrealized
CTRA CABOT OIL & GAS CORP 0.2%
Value ($000) $2,062 Shares 120,000 Est. Cost $18.17 Unrealized -18.7%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,864 Shares 39,976 Est. Cost $40.79 Unrealized -9.3%
CHGG CHEGG INC COM 0.2%
Value ($000) $1,828 Shares 27,185 Est. Cost $53.43 Unrealized 0.0%
INTC INTEL CORP 0.2%
Value ($000) $1,620 Shares 27,082 Est. Cost $47.93 Unrealized +11.0%
HQY HEALTHEQUITY INC COM 0.2%
Value ($000) $1,592 Shares 27,139 Est. Cost $69.06 Unrealized -19.9%
NKE NIKE INC CLASS B 0.2%
Value ($000) $1,544 Shares 15,750 Est. Cost $48.31 Unrealized +76.9%
IBB ISHARES TR NASDAQ BIOTECH 0.2%
Value ($000) $1,480 Shares 10,825 Est. Cost $174.83 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $1,312 Shares 4,044 Est. Cost $305.56 Unrealized
BLACKROCK TAX MUNICPAL BD TRSH 0.1%
Value ($000) $1,258 Shares 50,495 Est. Cost $21.80 Unrealized
NSRGY NESTLE S A ADR 0.1%
Value ($000) $1,224 Shares 11,077 Est. Cost $82.95 Unrealized
VFIAX VANGUARD INDEX FDS 500INDEX AD 0.1%
Value ($000) $1,199 Shares 4,191 Est. Cost $275.02 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 0.1%
Value ($000) $1,168 Shares 4,531 Est. Cost $150.08 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,068 Shares 14,578 Est. Cost $58.53 Unrealized +6.5%
BLACKROCK INC CL A 0.1%
Value ($000) $1,041 Shares 1,913 Est. Cost $446.46 Unrealized
FSKAX FIDELITY CONCORD STR TR TTL MK 0.1%
Value ($000) $1,015 Shares 11,652 Est. Cost $87.11 Unrealized
VTI VANGUARD INDEX TR STK MRK VIPE 0.1%
Value ($000) $978 Shares 6,250 Est. Cost $111.94 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $911 Shares 6,782 Est. Cost $146.82 Unrealized
IWF ISHARES TR RUSSL 1000 GRWT 0.1%
Value ($000) $903 Shares 4,705 Est. Cost $153.01 Unrealized
MSCI MSCI INC COM 0.1%
Value ($000) $896 Shares 2,683 Est. Cost $135.24 Unrealized +126.0%
SPLUNK INC COM 0.1%
Value ($000) $884 Shares 4,447 Est. Cost $90.92 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $871 Shares 22,179 Est. Cost $17.36 Unrealized +43.8%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $865 Shares 3,602 Est. Cost $25.94 Unrealized +100.4%
XLI SELECT SECTOR SPDR TR SBI INT- 0.1%
Value ($000) $858 Shares 12,490 Est. Cost $68.69 Unrealized
NFLX NETFLIX COM INC 0.1%
Value ($000) $832 Shares 1,828 Est. Cost $17.58 Unrealized +142.1%
T A T & T INC 0.1%
Value ($000) $816 Shares 27,003 Est. Cost $13.56 Unrealized +14.3%
IWM ISHARES TR RSSLL 2000 INDX 0.1%
Value ($000) $812 Shares 5,668 Est. Cost $151.43 Unrealized
MMM 3M COMPANY 0.1%
Value ($000) $798 Shares 5,113 Est. Cost $94.10 Unrealized +8.8%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $772 Shares 17,271 Est. Cost $57.06 Unrealized -39.0%
PSA PUBLIC STORAGE INC 0.1%
Value ($000) $768 Shares 4,000 Est. Cost $151.11 Unrealized +0.3%
APH AMPHENOL CORP NEW CL A 0.1%
Value ($000) $766 Shares 8,000 Est. Cost $16.81 Unrealized +25.9%
MTD METTLER TOLEDO INTERNATIONALCO 0.1%
Value ($000) $737 Shares 915 Est. Cost $335.73 Unrealized +121.6%
VIG VANGUARD DIVIDEND APPRCTN FD 0.1%
Value ($000) $666 Shares 5,686 Est. Cost $66.16 Unrealized
MS MORGAN STANLEY DEAN WITTER 0.1%
Value ($000) $659 Shares 13,640 Est. Cost $35.21 Unrealized 0.0%
LHX L3 HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $657 Shares 3,871 Est. Cost $180.55 Unrealized -7.1%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $655 Shares 2,130 Est. Cost $168.76 Unrealized +76.9%
RVTY PERKIN ELMER INC 0.1%
Value ($000) $652 Shares 6,649 Est. Cost $49.41 Unrealized +82.7%
WMT WAL-MART STORES INC 0.1%
Value ($000) $646 Shares 5,391 Est. Cost $23.11 Unrealized +64.8%
ACTIVISION BLIZZARD INC COM 0.1%
Value ($000) $634 Shares 8,355 Est. Cost $75.88 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $633 Shares 4,947 Est. Cost $67.44 Unrealized +43.1%
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $624 Shares 7,604 Est. Cost $40.24 Unrealized +85.1%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $616 Shares 8,369 Est. Cost $51.39 Unrealized +29.1%
CBT CABOT CORP. 0.1%
Value ($000) $556 Shares 15,000 Est. Cost $44.37 Unrealized -33.8%
XLV SELECT SECTOR SPDR TR SBI HEAL 0.1%
Value ($000) $543 Shares 5,430 Est. Cost $85.83 Unrealized
USB U S BANCORP 0.1%
Value ($000) $539 Shares 14,650 Est. Cost $31.32 Unrealized -11.1%
IJH ISHARES TR S&P MIDCAP 400 0.1%
Value ($000) $523 Shares 2,942 Est. Cost $147.29 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $520 Shares 5,985 Est. Cost $57.70 Unrealized +33.2%
EMR EMERSON ELEC CO 0.1%
Value ($000) $518 Shares 8,350 Est. Cost $61.58 Unrealized -18.3%
SSNC SS&C TECHNOLOGIES HLDGS INC CO 0.1%
Value ($000) $515 Shares 9,121 Est. Cost $48.66 Unrealized +12.0%
EEM ISHARES TR MSCI EMERG MKT 0.1%
Value ($000) $505 Shares 12,621 Est. Cost $38.56 Unrealized
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $495 Shares 2,700 Est. Cost $119.90 Unrealized +24.6%
INTU INTUIT INC 0.1%
Value ($000) $495 Shares 1,671 Est. Cost $171.14 Unrealized +54.8%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $491 Shares 6,050 Est. Cost $44.46 Unrealized +40.9%
GWW GRAINGER, W W INC 0.1%
Value ($000) $487 Shares 1,550 Est. Cost $166.15 Unrealized +62.9%
TXNM PNM RES INC COM 0.1%
Value ($000) $487 Shares 12,672 Est. Cost $26.37 Unrealized +51.5%
ECL ECOLAB INC 0.1%
Value ($000) $482 Shares 2,422 Est. Cost $177.92 Unrealized +2.4%
FIS FIDELITY NATIONAL INFORMATION 0.1%
Value ($000) $468 Shares 3,494 Est. Cost $97.57 Unrealized +19.7%
BALL BALL CORP COM 0.1%
Value ($000) $466 Shares 6,712 Est. Cost $43.14 Unrealized +46.5%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $463 Shares 1,526 Est. Cost $277.18 Unrealized +0.7%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $428 Shares 13,435 Est. Cost $23.07 Unrealized 0.0%
OKTA OKTA INC CL A 0.0%
Value ($000) $419 Shares 2,095 Est. Cost $169.77 Unrealized 0.0%
FISV FISERV INC 0.0%
Value ($000) $412 Shares 4,217 Est. Cost $87.63 Unrealized +14.9%
TJX TJX COMPANIES INC 0.0%
Value ($000) $409 Shares 8,099 Est. Cost $54.50 Unrealized -14.4%
IJR ISHARES TR S&P SMALLCAP600 0.0%
Value ($000) $404 Shares 5,913 Est. Cost $66.61 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $400 Shares 905 Est. Cost $117.83 Unrealized +166.9%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $382 Shares 4,360 Est. Cost $45.73 Unrealized +64.2%
NVS NOVARTIS AG ADR SPONSORED 0.0%
Value ($000) $382 Shares 4,378 Est. Cost $84.42 Unrealized
SERVICEMASTER GLOBAL HLDGS ICO 0.0%
Value ($000) $373 Shares 10,464 Est. Cost $35.32 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $362 Shares 2,955 Est. Cost $99.37 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $360 Shares 1,525 Est. Cost $182.69 Unrealized +4.9%
VFC V F CORP 0.0%
Value ($000) $358 Shares 5,879 Est. Cost $58.24 Unrealized 0.0%
SETMX COLUMBIA FDS SER TR I INTR MUN 0.0%
Value ($000) $350 Shares 33,452 Est. Cost $10.31 Unrealized
FINSX FIDELITY ADVISOR NEW INSIGHTS 0.0%
Value ($000) $336 Shares 10,062 Est. Cost $26.58 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $331 Shares 3,376 Est. Cost $67.19 Unrealized +4.9%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $329 Shares 1,724 Est. Cost $116.34 Unrealized +50.6%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $314 Shares 2,213 Est. Cost $116.37 Unrealized 0.0%
SLACK TECHNOLOGIES INC COM CL 0.0%
Value ($000) $312 Shares 10,045 Est. Cost $31.06 Unrealized
IVV ISHARES TR S&P 500 INDEX 0.0%
Value ($000) $310 Shares 1,000 Est. Cost $169.77 Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $295 Shares 2,201 Est. Cost $118.40 Unrealized 0.0%
DVY ISHARES TR DJ SEL DIV INDX 0.0%
Value ($000) $291 Shares 3,600 Est. Cost $91.52 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $290 Shares 1,425 Est. Cost $215.03 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $290 Shares 3,262 Est. Cost $93.73 Unrealized -13.9%
PNC PNC FINANCIAL CORP 0.0%
Value ($000) $290 Shares 2,760 Est. Cost $92.98 Unrealized -7.6%
LEA LEAR CORP COM NEW 0.0%
Value ($000) $287 Shares 2,634 Est. Cost $58.89 Unrealized +51.0%
CERNER CORP 0.0%
Value ($000) $282 Shares 4,113 Est. Cost $68.56 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $276 Shares 2,423 Est. Cost $88.35 Unrealized +5.9%
EFA ISHARES TR MSCI EAFE INDEX 0.0%
Value ($000) $273 Shares 4,491 Est. Cost $69.45 Unrealized
DXCM DEXCOM INC COM 0.0%
Value ($000) $273 Shares 673 Est. Cost $62.23 Unrealized +43.8%
DOV DOVER CORP 0.0%
Value ($000) $271 Shares 2,810 Est. Cost $50.21 Unrealized +70.4%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $270 Shares 1,130 Est. Cost $214.90 Unrealized +2.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $267 Shares 1 Est. Cost $313083.50 Unrealized -12.5%
CITRIX SYSTEMS 0.0%
Value ($000) $266 Shares 1,800 Est. Cost $111.11 Unrealized
LSGRX LOOMIS SAYLES FDS II GROWTH FD 0.0%
Value ($000) $258 Shares 12,798 Est. Cost $20.16 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $258 Shares 4,050 Est. Cost $37.83 Unrealized +52.1%
CI CIGNA CORP NEW 0.0%
Value ($000) $257 Shares 1,369 Est. Cost $190.77 Unrealized -9.0%
SJM SMUCKER J M CO 0.0%
Value ($000) $242 Shares 2,289 Est. Cost $79.17 Unrealized +18.0%
UNILEVER PLC ADR 0.0%
Value ($000) $241 Shares 4,395 Est. Cost $54.84 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $238 Shares 6,056 Est. Cost $32.76 Unrealized +7.6%
EPI WISDOMTREE TRUST INDIA ERNGS F 0.0%
Value ($000) $237 Shares 11,817 Est. Cost $23.30 Unrealized
GILD GILEAD SCIENCES 0.0%
Value ($000) $225 Shares 2,928 Est. Cost $51.27 Unrealized +19.9%
FTV FORTIVE CORP 0.0%
Value ($000) $220 Shares 3,249 Est. Cost $38.10 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIOCL 0.0%
Value ($000) $216 Shares 3,800 Est. Cost $52.67 Unrealized -6.4%
QRVO QORVO INC COM 0.0%
Value ($000) $216 Shares 1,950 Est. Cost $99.10 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $215 Shares 2,216 Est. Cost $94.20 Unrealized -9.1%
WAT WATERS CORP 0.0%
Value ($000) $212 Shares 1,175 Est. Cost $149.35 Unrealized +26.6%
FCNTX FIDELITY CONTRAFUND INC 0.0%
Value ($000) $210 Shares 14,103 Est. Cost $12.76 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $205 Shares 635 Est. Cost $322.83 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $202 Shares 4,193 Est. Cost $47.16 Unrealized 0.0%
KAUFX FEDERATED EQUITY FDS KAUFMANN 0.0%
Value ($000) $114 Shares 17,152 Est. Cost $5.24 Unrealized
XMVFX BLACKROCK MUNIVEST FD INC COM 0.0%
Value ($000) $101 Shares 12,000 Est. Cost $9.67 Unrealized
T-MOBILE US INC RT 0.0%
Value ($000) $9 Shares 50,621 Est. Cost $0.18 Unrealized