MOODY LYNN & LIEBERSON, LLC Diversified Active

CIK: 0000938592 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 28, 2020

Total Value ($000): $1,009,253 (100.0% shares, 0.0% debt)

Holdings (194)

MSFT MICROSOFT CORP 4.9%
Value ($000) $49,079 Shares 233,344 Est. Cost $53.86 Unrealized +272.7%
GLD SPDR GOLD TRUST GOLD SHS 4.2%
Value ($000) $42,334 Shares 236,474 Est. Cost $177.18 Unrealized
MA MASTERCARD INC CL A 3.7%
Value ($000) $36,991 Shares 109,386 Est. Cost $102.69 Unrealized +207.4%
TMO THERMO ELECTRON CORP 3.6%
Value ($000) $35,894 Shares 81,296 Est. Cost $181.44 Unrealized +124.5%
AAPL APPLE INC. 3.4%
Value ($000) $33,828 Shares 292,097 Est. Cost $89.29 Unrealized +18.7%
AMZN AMAZON COM INC COM 3.2%
Value ($000) $32,438 Shares 10,302 Est. Cost $58.82 Unrealized +168.0%
GOOGL ALPHABET CLASS A 3.0%
Value ($000) $29,803 Shares 20,335 Est. Cost $46.77 Unrealized +61.7%
JPM J.P. MORGAN CHASE & CO 2.8%
Value ($000) $28,301 Shares 293,972 Est. Cost $68.54 Unrealized +24.7%
PYPL PAYPAL HLDGS INC COM 2.8%
Value ($000) $27,854 Shares 141,371 Est. Cost $76.23 Unrealized +146.5%
ABT ABBOTT LABS 2.8%
Value ($000) $27,773 Shares 255,194 Est. Cost $49.17 Unrealized +87.8%
BABA ALIBABA GROUP HLDG LTD SPONSOR 2.3%
Value ($000) $23,505 Shares 79,956 Est. Cost $189.59 Unrealized
BMY BRISTOL MYERS SQUIBB CO 1.9%
Value ($000) $19,304 Shares 320,190 Est. Cost $43.42 Unrealized +11.9%
BX BLACKSTONE GROUP INC COM CL A 1.9%
Value ($000) $19,282 Shares 369,388 Est. Cost $42.26 Unrealized +5.3%
HD HOME DEPOT INC 1.9%
Value ($000) $19,247 Shares 69,305 Est. Cost $140.78 Unrealized +68.8%
NVDA NVIDIA CORP 1.9%
Value ($000) $19,098 Shares 35,287 Est. Cost $6.53 Unrealized +77.7%
AVGO BROADCOM INC COM 1.9%
Value ($000) $18,863 Shares 51,776 Est. Cost $20.54 Unrealized +44.3%
HON HONEYWELL INTERNATIONAL, INC. 1.7%
Value ($000) $16,894 Shares 102,632 Est. Cost $128.18 Unrealized +3.9%
PG PROCTER & GAMBLE COMPANY 1.6%
Value ($000) $16,399 Shares 117,989 Est. Cost $95.94 Unrealized +21.3%
LINDE PLC COM 1.6%
Value ($000) $16,261 Shares 68,286 Est. Cost $204.50 Unrealized
KO COCA COLA CO 1.6%
Value ($000) $15,777 Shares 319,572 Est. Cost $36.23 Unrealized +12.6%
WM WASTE MANAGEMENT INC 1.5%
Value ($000) $15,531 Shares 137,232 Est. Cost $59.27 Unrealized +71.0%
PAYC PAYCOM SOFTWARE INC 1.5%
Value ($000) $15,294 Shares 49,131 Est. Cost $162.94 Unrealized +75.7%
META FACEBOOK INC CL A 1.5%
Value ($000) $15,009 Shares 57,309 Est. Cost $154.72 Unrealized +65.5%
NOW SERVICENOW INC COM 1.5%
Value ($000) $14,926 Shares 30,776 Est. Cost $61.78 Unrealized +44.6%
PEP PEPSICO INC 1.5%
Value ($000) $14,639 Shares 105,621 Est. Cost $106.74 Unrealized +7.9%
SYK STRYKER CORP 1.4%
Value ($000) $14,560 Shares 69,877 Est. Cost $153.20 Unrealized +19.9%
OTIS OTIS WORLDWIDE CORP COM 1.4%
Value ($000) $14,501 Shares 232,309 Est. Cost $49.52 Unrealized +14.0%
ADBE ADOBE SYS INC 1.3%
Value ($000) $13,604 Shares 27,739 Est. Cost $206.13 Unrealized +125.7%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $12,746 Shares 85,610 Est. Cost $93.40 Unrealized +36.0%
LLY LILLY ELI & CO 1.2%
Value ($000) $12,506 Shares 84,490 Est. Cost $128.17 Unrealized +13.7%
V VISA INC COM CL A 1.2%
Value ($000) $12,178 Shares 60,901 Est. Cost $74.27 Unrealized +158.8%
UNP UNION PAC CORP 1.0%
Value ($000) $10,595 Shares 53,815 Est. Cost $102.55 Unrealized +60.8%
ISRG INTUITIVE SURGICAL INC COM NEW 1.0%
Value ($000) $9,858 Shares 13,893 Est. Cost $175.11 Unrealized +28.2%
TXN TEXAS INSTRUMENTS INC 0.9%
Value ($000) $9,382 Shares 65,707 Est. Cost $78.11 Unrealized +49.6%
CRM SALESFORCE.COM INC 0.9%
Value ($000) $9,276 Shares 36,909 Est. Cost $153.61 Unrealized +40.8%
NEE NEXTERA ENERGY INC COM 0.8%
Value ($000) $8,483 Shares 122,252 Est. Cost $59.27 Unrealized +1.7%
NKE NIKE INC CLASS B 0.8%
Value ($000) $8,360 Shares 66,590 Est. Cost $87.50 Unrealized +13.9%
SPY SPDR TR UNIT SER 1 0.8%
Value ($000) $8,140 Shares 24,306 Est. Cost $245.70 Unrealized
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $8,063 Shares 21,036 Est. Cost $215.71 Unrealized +52.5%
HUM HUMANA INC 0.8%
Value ($000) $8,024 Shares 19,386 Est. Cost $383.05 Unrealized 0.0%
MRK MERCK & COMPANY 0.8%
Value ($000) $7,913 Shares 95,398 Est. Cost $58.38 Unrealized +12.9%
MCD MCDONALDS CORP 0.8%
Value ($000) $7,809 Shares 35,579 Est. Cost $102.26 Unrealized +77.4%
EL LAUDER ESTEE COS INC CL A 0.7%
Value ($000) $7,120 Shares 32,623 Est. Cost $99.96 Unrealized +90.9%
SVB FINL GROUP COM 0.7%
Value ($000) $6,782 Shares 28,185 Est. Cost $240.62 Unrealized
DHR DANAHER CORP 0.6%
Value ($000) $6,424 Shares 29,832 Est. Cost $134.36 Unrealized +29.3%
BHP BILLITON PLC SPONSORED ADR 0.6%
Value ($000) $6,320 Shares 148,156 Est. Cost $42.66 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.6%
Value ($000) $6,059 Shares 31,358 Est. Cost $142.34 Unrealized +17.5%
EXR EXTRA SPACE STORAGE INC COM 0.6%
Value ($000) $6,058 Shares 56,623 Est. Cost $72.15 Unrealized +16.6%
TMUS T MOBILE US INC COM 0.6%
Value ($000) $5,789 Shares 50,621 Est. Cost $92.61 Unrealized +15.6%
PANW PALO ALTO NETWORKS INC COM 0.6%
Value ($000) $5,662 Shares 23,133 Est. Cost $35.49 Unrealized +17.2%
SHW SHERWIN WILLIAMS CO 0.6%
Value ($000) $5,594 Shares 8,029 Est. Cost $208.25 Unrealized 0.0%
APTIV PLC SHS 0.5%
Value ($000) $5,282 Shares 57,615 Est. Cost $91.68 Unrealized
CHWY CHEWY INC CL A 0.5%
Value ($000) $5,139 Shares 93,735 Est. Cost $43.62 Unrealized +23.7%
MOS MOSAIC CO 0.5%
Value ($000) $4,850 Shares 265,457 Est. Cost $14.60 Unrealized 0.0%
EA ELECTRONIC ARTS 0.5%
Value ($000) $4,802 Shares 36,820 Est. Cost $114.88 Unrealized +15.4%
BAC BANK OF AMERICA 0.5%
Value ($000) $4,596 Shares 190,776 Est. Cost $21.40 Unrealized +2.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 0.4%
Value ($000) $4,445 Shares 20,873 Est. Cost $178.22 Unrealized +14.8%
AKAM AKAMAI TECHNOLOGIES INC 0.4%
Value ($000) $4,443 Shares 40,195 Est. Cost $103.71 Unrealized +7.0%
FTV FORTIVE CORP 0.4%
Value ($000) $4,258 Shares 55,874 Est. Cost $44.20 Unrealized +0.9%
RVTY PERKIN ELMER INC 0.4%
Value ($000) $4,241 Shares 33,789 Est. Cost $100.93 Unrealized +12.5%
IDXX IDEXX LABORATORIES CORP 0.4%
Value ($000) $3,847 Shares 9,787 Est. Cost $250.41 Unrealized +47.6%
GOOG ALPHABET CLASS C 0.4%
Value ($000) $3,839 Shares 2,612 Est. Cost $49.78 Unrealized +52.1%
TDOC TELADOC HEALTH INC COM 0.4%
Value ($000) $3,622 Shares 16,519 Est. Cost $201.81 Unrealized +4.9%
CIEN CIENA CORP COM NEW 0.3%
Value ($000) $3,438 Shares 86,615 Est. Cost $49.71 Unrealized +5.9%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $3,365 Shares 56,564 Est. Cost $38.72 Unrealized +9.9%
MAR MARRIOTT INTL INC NEW CL A 0.3%
Value ($000) $3,156 Shares 34,092 Est. Cost $90.98 Unrealized 0.0%
CHD CHURCH & DWIGHT CO 0.3%
Value ($000) $3,103 Shares 33,114 Est. Cost $47.27 Unrealized +80.3%
CHGG CHEGG INC COM 0.3%
Value ($000) $3,099 Shares 43,385 Est. Cost $60.97 Unrealized +20.8%
TTD THE TRADE DESK INC COM CL A 0.3%
Value ($000) $3,020 Shares 5,821 Est. Cost $45.67 Unrealized 0.0%
FDX FEDEX CORP 0.3%
Value ($000) $2,998 Shares 11,920 Est. Cost $180.94 Unrealized 0.0%
PFE PFIZER INC 0.3%
Value ($000) $2,984 Shares 81,301 Est. Cost $23.04 Unrealized +17.7%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $2,767 Shares 8,874 Est. Cost $151.11 Unrealized +86.1%
DIS DISNEY WALT PRODUCTIONS 0.3%
Value ($000) $2,745 Shares 22,120 Est. Cost $106.26 Unrealized +14.9%
QCOM QUALCOMM INC 0.3%
Value ($000) $2,733 Shares 23,225 Est. Cost $95.15 Unrealized 0.0%
IWO ISHARES TR RUSSELL 2000 GR 0.3%
Value ($000) $2,667 Shares 12,039 Est. Cost $154.20 Unrealized
FCX FREEPORT MCMORAN COPPER&GOLDCL 0.3%
Value ($000) $2,585 Shares 165,265 Est. Cost $13.50 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING 0.2%
Value ($000) $2,429 Shares 17,414 Est. Cost $59.57 Unrealized +109.8%
CMI CUMMINS ENGINE INC 0.2%
Value ($000) $2,415 Shares 11,439 Est. Cost $174.85 Unrealized 0.0%
PPG PPG INDS INC 0.2%
Value ($000) $2,315 Shares 18,967 Est. Cost $105.30 Unrealized 0.0%
ACN ACCENTURE PLC 0.2%
Value ($000) $2,289 Shares 10,127 Est. Cost $114.54 Unrealized +85.3%
TCEHY TENCENT HLDGS LTD ADR 0.2%
Value ($000) $2,156 Shares 32,668 Est. Cost $50.74 Unrealized
CTRA CABOT OIL & GAS CORP 0.2%
Value ($000) $2,083 Shares 120,000 Est. Cost $18.17 Unrealized -21.2%
WY WEYERHAEUSER CO 0.2%
Value ($000) $1,834 Shares 64,313 Est. Cost $22.32 Unrealized 0.0%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,643 Shares 41,710 Est. Cost $40.63 Unrealized -8.8%
AMT AMERICAN TOWER REIT COM 0.1%
Value ($000) $1,506 Shares 6,229 Est. Cost $197.19 Unrealized +9.9%
IBB ISHARES TR NASDAQ BIOTECH 0.1%
Value ($000) $1,466 Shares 10,825 Est. Cost $174.83 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $1,412 Shares 24,545 Est. Cost $54.61 Unrealized -1.7%
INTC INTEL CORP 0.1%
Value ($000) $1,379 Shares 26,624 Est. Cost $47.93 Unrealized -2.9%
LPX LOUISIANA PACIFIC CORP 0.1%
Value ($000) $1,363 Shares 46,190 Est. Cost $30.71 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $1,360 Shares 4,013 Est. Cost $305.56 Unrealized
NSRGY NESTLE S A ADR 0.1%
Value ($000) $1,330 Shares 11,177 Est. Cost $82.95 Unrealized
KKR & CO INC CONV PFD C 0.1%
Value ($000) $1,313 Shares 25,252 Est. Cost $52.00 Unrealized
BLACKROCK TAX MUNICPAL BD TRSH 0.1%
Value ($000) $1,309 Shares 50,495 Est. Cost $21.80 Unrealized
VFIAX VANGUARD INDEX FDS 500INDEX AD 0.1%
Value ($000) $1,300 Shares 4,191 Est. Cost $275.02 Unrealized
ACTIVISION BLIZZARD INC COM 0.1%
Value ($000) $1,296 Shares 16,010 Est. Cost $78.31 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,156 Shares 14,978 Est. Cost $58.77 Unrealized +14.6%
VTI VANGUARD INDEX TR STK MRK VIPE 0.1%
Value ($000) $1,093 Shares 6,417 Est. Cost $113.46 Unrealized
BLACKROCK INC CL A 0.1%
Value ($000) $1,067 Shares 1,893 Est. Cost $446.46 Unrealized
FSKAX FIDELITY CONCORD STR TR TTL MK 0.1%
Value ($000) $1,008 Shares 10,606 Est. Cost $87.11 Unrealized
IWF ISHARES TR RUSSL 1000 GRWT 0.1%
Value ($000) $999 Shares 4,605 Est. Cost $153.01 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.1%
Value ($000) $995 Shares 10,351 Est. Cost $115.68 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVRG ETF 0.1%
Value ($000) $980 Shares 3,531 Est. Cost $150.08 Unrealized
MSCI MSCI INC COM 0.1%
Value ($000) $945 Shares 2,648 Est. Cost $135.24 Unrealized +154.3%
NFLX NETFLIX COM INC 0.1%
Value ($000) $916 Shares 1,832 Est. Cost $17.58 Unrealized +183.1%
DEO DIAGEO PLC 0.1%
Value ($000) $912 Shares 6,624 Est. Cost $146.82 Unrealized
PSA PUBLIC STORAGE INC 0.1%
Value ($000) $891 Shares 4,000 Est. Cost $151.11 Unrealized +7.3%
QTWO Q2 HLDGS INC COM 0.1%
Value ($000) $888 Shares 9,730 Est. Cost $93.31 Unrealized 0.0%
APH AMPHENOL CORP NEW CL A 0.1%
Value ($000) $866 Shares 8,000 Est. Cost $16.81 Unrealized +49.0%
MTD METTLER TOLEDO INTERNATIONALCO 0.1%
Value ($000) $860 Shares 890 Est. Cost $335.73 Unrealized +176.4%
IWM ISHARES TR RSSLL 2000 INDX 0.1%
Value ($000) $845 Shares 5,640 Est. Cost $151.43 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $826 Shares 21,370 Est. Cost $17.36 Unrealized +56.6%
MMM 3M COMPANY 0.1%
Value ($000) $817 Shares 5,102 Est. Cost $94.10 Unrealized +17.3%
SPLUNK INC COM 0.1%
Value ($000) $813 Shares 4,322 Est. Cost $90.92 Unrealized
COVETRUS INC COM 0.1%
Value ($000) $794 Shares 32,533 Est. Cost $24.41 Unrealized
VIG VANGUARD DIVIDEND APPRCTN FD 0.1%
Value ($000) $732 Shares 5,686 Est. Cost $66.16 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $724 Shares 8,426 Est. Cost $51.39 Unrealized +37.7%
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $720 Shares 4,947 Est. Cost $67.44 Unrealized +80.3%
WMT WAL-MART STORES INC 0.1%
Value ($000) $712 Shares 5,091 Est. Cost $23.11 Unrealized +78.8%
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $692 Shares 7,409 Est. Cost $40.24 Unrealized +106.4%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $672 Shares 2,130 Est. Cost $168.76 Unrealized +76.6%
LHX L3 HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $646 Shares 3,802 Est. Cost $180.55 Unrealized -12.9%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $579 Shares 1,631 Est. Cost $279.23 Unrealized +10.7%
XLV SELECT SECTOR SPDR TR SBI HEAL 0.1%
Value ($000) $573 Shares 5,430 Est. Cost $85.83 Unrealized
GWW GRAINGER, W W INC 0.1%
Value ($000) $553 Shares 1,550 Est. Cost $166.15 Unrealized +95.2%
EMR EMERSON ELEC CO 0.1%
Value ($000) $548 Shares 8,350 Est. Cost $61.58 Unrealized -4.5%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $546 Shares 5,985 Est. Cost $57.70 Unrealized +44.5%
INTU INTUIT INC 0.1%
Value ($000) $545 Shares 1,671 Est. Cost $171.14 Unrealized +76.8%
IJH ISHARES TR S&P MIDCAP 400 0.1%
Value ($000) $545 Shares 2,942 Est. Cost $147.29 Unrealized
BALL BALL CORP COM 0.1%
Value ($000) $541 Shares 6,507 Est. Cost $43.14 Unrealized +67.1%
CBT CABOT CORP. 0.1%
Value ($000) $540 Shares 15,000 Est. Cost $44.37 Unrealized -24.2%
FIHFX FIDELITY ABERDEEN STR TR FRDM 0.1%
Value ($000) $540 Shares 28,692 Est. Cost $18.82 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $538 Shares 15,683 Est. Cost $57.06 Unrealized -43.4%
SSNC SS&C TECHNOLOGIES HLDGS INC CO 0.1%
Value ($000) $536 Shares 8,851 Est. Cost $48.66 Unrealized +23.0%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $530 Shares 2,620 Est. Cost $119.90 Unrealized +52.5%
USB U S BANCORP 0.1%
Value ($000) $525 Shares 14,650 Est. Cost $31.32 Unrealized -7.6%
FIS FIDELITY NATIONAL INFORMATION 0.1%
Value ($000) $514 Shares 3,494 Est. Cost $97.57 Unrealized +32.0%
TXNM PNM RES INC COM 0.1%
Value ($000) $508 Shares 12,282 Est. Cost $26.37 Unrealized +58.2%
ECL ECOLAB INC 0.0%
Value ($000) $484 Shares 2,422 Est. Cost $177.92 Unrealized +5.9%
D DOMINION RES INC VA NEW 0.0%
Value ($000) $478 Shares 6,050 Est. Cost $44.46 Unrealized +39.5%
TJX TJX COMPANIES INC 0.0%
Value ($000) $463 Shares 8,317 Est. Cost $54.39 Unrealized -8.0%
OKTA OKTA INC CL A 0.0%
Value ($000) $434 Shares 2,030 Est. Cost $169.77 Unrealized +22.8%
TTWO TAKE-TWO INTERACTIVE SOFTWARCO 0.0%
Value ($000) $433 Shares 2,620 Est. Cost $125.67 Unrealized +29.2%
FISV FISERV INC 0.0%
Value ($000) $432 Shares 4,194 Est. Cost $87.63 Unrealized +13.7%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $430 Shares 905 Est. Cost $117.83 Unrealized +231.6%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $422 Shares 4,360 Est. Cost $45.73 Unrealized +70.8%
SERVICEMASTER GLOBAL HLDGS ICO 0.0%
Value ($000) $407 Shares 10,213 Est. Cost $35.32 Unrealized
NVS NOVARTIS AG ADR SPONSORED 0.0%
Value ($000) $405 Shares 4,663 Est. Cost $84.57 Unrealized
IJR ISHARES TR S&P SMALLCAP600 0.0%
Value ($000) $399 Shares 5,678 Est. Cost $66.61 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $399 Shares 1,715 Est. Cost $225.27 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $388 Shares 1,525 Est. Cost $182.69 Unrealized +14.7%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $387 Shares 12,925 Est. Cost $23.07 Unrealized +12.2%
EEM ISHARES TR MSCI EMERG MKT 0.0%
Value ($000) $384 Shares 8,720 Est. Cost $38.56 Unrealized
FINSX FIDELITY ADVISOR NEW INSIGHTS 0.0%
Value ($000) $375 Shares 10,062 Est. Cost $26.58 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW CL 0.0%
Value ($000) $364 Shares 1,144 Est. Cost $274.07 Unrealized +3.7%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $362 Shares 2,982 Est. Cost $93.73 Unrealized +11.7%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $354 Shares 1,188 Est. Cost $192.77 Unrealized +30.6%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $353 Shares 2,127 Est. Cost $118.40 Unrealized +14.4%
SETMX COLUMBIA FDS SER TR I INTR MUN 0.0%
Value ($000) $353 Shares 33,452 Est. Cost $10.31 Unrealized
QRVO QORVO INC COM 0.0%
Value ($000) $337 Shares 2,615 Est. Cost $105.43 Unrealized +17.6%
IVV ISHARES TR S&P 500 INDEX 0.0%
Value ($000) $336 Shares 1,000 Est. Cost $169.77 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $333 Shares 2,268 Est. Cost $116.56 Unrealized +6.5%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $312 Shares 5,906 Est. Cost $32.76 Unrealized +40.5%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $310 Shares 2,844 Est. Cost $86.90 Unrealized 0.0%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $305 Shares 4,050 Est. Cost $37.83 Unrealized +71.1%
ABBV ABBVIE INC COM 0.0%
Value ($000) $296 Shares 3,376 Est. Cost $67.19 Unrealized +13.6%
DVY ISHARES TR DJ SEL DIV INDX 0.0%
Value ($000) $294 Shares 3,600 Est. Cost $91.52 Unrealized
FMC FMC CORP COM NEW 0.0%
Value ($000) $294 Shares 2,777 Est. Cost $90.74 Unrealized 0.0%
DOV DOVER CORP 0.0%
Value ($000) $290 Shares 2,675 Est. Cost $50.21 Unrealized +98.6%
EFA ISHARES TR MSCI EAFE INDEX 0.0%
Value ($000) $286 Shares 4,491 Est. Cost $69.45 Unrealized
PNC PNC FINANCIAL CORP 0.0%
Value ($000) $285 Shares 2,590 Est. Cost $92.98 Unrealized -4.6%
LEA LEAR CORP COM NEW 0.0%
Value ($000) $279 Shares 2,560 Est. Cost $58.89 Unrealized +72.9%
DXCM DEXCOM INC COM 0.0%
Value ($000) $268 Shares 650 Est. Cost $62.23 Unrealized +67.9%
SJM SMUCKER J M CO 0.0%
Value ($000) $264 Shares 2,289 Est. Cost $79.17 Unrealized +18.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIOCL 0.0%
Value ($000) $264 Shares 3,800 Est. Cost $52.67 Unrealized +13.8%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $262 Shares 2,423 Est. Cost $88.35 Unrealized +16.0%
EPI WISDOMTREE TRUST INDIA ERNGS F 0.0%
Value ($000) $262 Shares 11,122 Est. Cost $23.30 Unrealized
SLACK TECHNOLOGIES INC COM CL 0.0%
Value ($000) $261 Shares 9,705 Est. Cost $31.06 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $258 Shares 1,108 Est. Cost $214.90 Unrealized +4.9%
CITRIX SYSTEMS 0.0%
Value ($000) $248 Shares 1,800 Est. Cost $111.11 Unrealized
XYZ SQUARE INC 0.0%
Value ($000) $244 Shares 1,500 Est. Cost $141.19 Unrealized 0.0%
FCNTX FIDELITY CONTRAFUND INC 0.0%
Value ($000) $235 Shares 14,103 Est. Cost $12.76 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $230 Shares 1,175 Est. Cost $149.35 Unrealized +39.2%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $230 Shares 1,970 Est. Cost $99.37 Unrealized +7.1%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $229 Shares 5,520 Est. Cost $41.34 Unrealized 0.0%
CPRT COPART INC COM 0.0%
Value ($000) $225 Shares 2,144 Est. Cost $24.22 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $222 Shares 4,193 Est. Cost $47.16 Unrealized +12.2%
CHKP CHECK PT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $220 Shares 1,825 Est. Cost $122.00 Unrealized 0.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $218 Shares 2,287 Est. Cost $80.03 Unrealized 0.0%
PCBIX PRINCIPAL FDS INC MIDCAP FD IN 0.0%
Value ($000) $212 Shares 6,660 Est. Cost $31.83 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $211 Shares 1,244 Est. Cost $190.77 Unrealized -15.6%
LAM RESEARCH CORP 0.0%
Value ($000) $211 Shares 635 Est. Cost $322.83 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $209 Shares 2,216 Est. Cost $94.20 Unrealized -13.2%
KAUFX FEDERATED EQUITY FDS KAUFMANN 0.0%
Value ($000) $121 Shares 17,152 Est. Cost $5.24 Unrealized
XMVFX BLACKROCK MUNIVEST FD INC COM 0.0%
Value ($000) $104 Shares 12,000 Est. Cost $9.67 Unrealized