APPLETON PARTNERS INC/MA Diversified Active

CIK: 0001055290 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Apr 21, 2016

Total Value ($000): $505,991 (100.0% shares, 0.0% debt)

Holdings (206)

AAPL APPLE INC COM 4.4%
Value ($000) $22,171 Shares 203,419 Est. Cost $18.59 Unrealized +21.3%
HD HOME DEPOT INC COM 2.8%
Value ($000) $14,333 Shares 107,420 Est. Cost $60.64 Unrealized +62.2%
V VISA INC COM CL A 2.8%
Value ($000) $14,257 Shares 186,415 Est. Cost $55.92 Unrealized +21.3%
PANW PALO ALTO NETWORKS INC COM 2.1%
Value ($000) $10,655 Shares 65,309 Est. Cost $20.17 Unrealized +21.9%
META FACEBOOK INC CL A 2.1%
Value ($000) $10,631 Shares 93,176 Est. Cost $59.70 Unrealized +75.5%
WFC WELLS FARGO & CO NEW COM 2.0%
Value ($000) $10,284 Shares 212,661 Est. Cost $28.33 Unrealized +31.0%
JPM JPMORGAN CHASE & CO COM 2.0%
Value ($000) $9,945 Shares 167,934 Est. Cost $39.30 Unrealized +14.2%
TMO THERMO FISHER SCIENTIFIC INC C 1.9%
Value ($000) $9,570 Shares 67,592 Est. Cost $115.37 Unrealized +12.9%
PEP PEPSICO INC COM 1.9%
Value ($000) $9,374 Shares 91,473 Est. Cost $57.41 Unrealized +27.6%
CVS CVS HEALTH CORP COM 1.8%
Value ($000) $9,360 Shares 90,238 Est. Cost $69.99 Unrealized +3.4%
VZ VERIZON COMMUNICATIONS INC COM 1.7%
Value ($000) $8,548 Shares 158,068 Est. Cost $27.03 Unrealized +11.1%
COST COSTCO WHSL CORP NEW COM 1.7%
Value ($000) $8,462 Shares 53,699 Est. Cost $89.71 Unrealized +42.4%
JNJ JOHNSON & JOHNSON COM 1.6%
Value ($000) $8,320 Shares 76,899 Est. Cost $60.99 Unrealized +29.1%
AMT AMERICAN TOWER CORP NEW COM 1.6%
Value ($000) $8,251 Shares 80,602 Est. Cost $60.72 Unrealized +20.5%
GENERAL ELECTRIC CO COM 1.6%
Value ($000) $8,184 Shares 257,444 Est. Cost $18094.67 Unrealized
DIS DISNEY WALT CO COM DISNEY 1.6%
Value ($000) $8,160 Shares 82,163 Est. Cost $70.94 Unrealized +25.4%
PYPL PAYPAL HLDGS INC COM 1.6%
Value ($000) $7,942 Shares 205,755 Est. Cost $35.71 Unrealized +1.0%
SBUX STARBUCKS CORP COM 1.5%
Value ($000) $7,781 Shares 130,335 Est. Cost $42.45 Unrealized +11.7%
GILD GILEAD SCIENCES INC COM 1.5%
Value ($000) $7,662 Shares 83,414 Est. Cost $62.95 Unrealized +0.8%
WAB WABTEC CORP COM 1.4%
Value ($000) $7,271 Shares 91,699 Est. Cost $49.43 Unrealized +32.3%
LMT LOCKHEED MARTIN CORP COM 1.4%
Value ($000) $7,223 Shares 32,608 Est. Cost $143.23 Unrealized +15.3%
TJX TJX COS INC NEW COM 1.4%
Value ($000) $7,086 Shares 90,434 Est. Cost $21.83 Unrealized +44.8%
PG PROCTER & GAMBLE CO COM 1.4%
Value ($000) $6,971 Shares 84,695 Est. Cost $55.57 Unrealized +10.9%
IBB ISHARES TR NASDQ BIOTEC ETF 1.3%
Value ($000) $6,788 Shares 26,028 Est. Cost $158713.03 Unrealized
MDT MEDTRONIC PLC SHS 1.3%
Value ($000) $6,736 Shares 89,815 Est. Cost $58.17 Unrealized +1.2%
STZ CONSTELLATION BRANDS INC CL A 1.3%
Value ($000) $6,656 Shares 44,053 Est. Cost $111.44 Unrealized +12.0%
ROP ROPER TECHNOLOGIES INC COM 1.3%
Value ($000) $6,538 Shares 35,769 Est. Cost $113.55 Unrealized +42.9%
GS GOLDMAN SACHS GROUP INC COM 1.3%
Value ($000) $6,480 Shares 41,278 Est. Cost $122.83 Unrealized +2.8%
DELPHI AUTOMOTIVE PLC SHS 1.3%
Value ($000) $6,437 Shares 85,810 Est. Cost $69.96 Unrealized
XOM EXXON MOBIL CORP COM 1.2%
Value ($000) $5,985 Shares 71,597 Est. Cost $53.50 Unrealized -2.9%
SHW SHERWIN WILLIAMS CO COM 1.2%
Value ($000) $5,976 Shares 20,991 Est. Cost $75.83 Unrealized +5.3%
HAS HASBRO INC COM 1.2%
Value ($000) $5,952 Shares 74,310 Est. Cost $53.50 Unrealized 0.0%
ABBV ABBVIE INC COM 1.2%
Value ($000) $5,951 Shares 104,190 Est. Cost $29.35 Unrealized +26.5%
C CITIGROUP INC COM NEW 1.1%
Value ($000) $5,702 Shares 136,572 Est. Cost $36.23 Unrealized -13.8%
AKAM AKAMAI TECHNOLOGIES COM 1.1%
Value ($000) $5,564 Shares 100,133 Est. Cost $54.99 Unrealized -7.6%
SLB SCHLUMBERGER LTD COM 1.0%
Value ($000) $5,124 Shares 69,484 Est. Cost $53.53 Unrealized -0.7%
MSFT MICROSOFT CORP COM 1.0%
Value ($000) $4,999 Shares 90,517 Est. Cost $33.24 Unrealized +38.6%
ZTS ZOETIS INC CL A 0.9%
Value ($000) $4,788 Shares 108,016 Est. Cost $41.89 Unrealized -6.2%
APPLETON FDS EQUITY GWTH FD 0.9%
Value ($000) $4,532 Shares 460,609 Est. Cost $8569.12 Unrealized
KHC KRAFT HEINZ CO COM 0.9%
Value ($000) $4,500 Shares 57,276 Est. Cost $47.67 Unrealized +1.4%
ALLERGAN PLC SHS 0.9%
Value ($000) $4,495 Shares 16,769 Est. Cost $280.07 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.9%
Value ($000) $4,493 Shares 85,150 Est. Cost $41.79 Unrealized +1.4%
ICE INTERCONTINENTAL EXCHANGE INC 0.9%
Value ($000) $4,475 Shares 19,030 Est. Cost $41.36 Unrealized +3.6%
NXPI NXP SEMICONDUCTORS N V COM 0.9%
Value ($000) $4,398 Shares 54,248 Est. Cost $89.31 Unrealized -25.8%
INTERCONTINENTAL HOTELS GROUP 0.9%
Value ($000) $4,303 Shares 104,273 Est. Cost $38.83 Unrealized
MCD MCDONALDS CORP COM 0.8%
Value ($000) $4,175 Shares 33,221 Est. Cost $73.72 Unrealized +27.5%
FHI FEDERATED INVS INC PA CL B 0.8%
Value ($000) $3,847 Shares 133,330 Est. Cost $20.69 Unrealized -19.9%
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $3,744 Shares 5,026 Est. Cost $32.05 Unrealized +10.9%
VLO VALERO ENERGY CORP NEW COM 0.7%
Value ($000) $3,656 Shares 57,006 Est. Cost $44.04 Unrealized -2.6%
MDLZ MONDELEZ INTL INC CL A 0.7%
Value ($000) $3,611 Shares 90,016 Est. Cost $23.43 Unrealized +38.3%
VRSN VERISIGN INC COM 0.7%
Value ($000) $3,584 Shares 40,477 Est. Cost $48.61 Unrealized +66.6%
ACN ACCENTURE PLC IRELAND SHS CLAS 0.7%
Value ($000) $3,574 Shares 30,971 Est. Cost $81.38 Unrealized +7.8%
GOOGL ALPHABET INC CAP STK CL A 0.7%
Value ($000) $3,465 Shares 4,542 Est. Cost $32.26 Unrealized +13.3%
BAC BANK AMER CORP COM 0.6%
Value ($000) $3,277 Shares 242,384 Est. Cost $11.70 Unrealized -7.2%
CERNER CORP COM 0.6%
Value ($000) $3,260 Shares 61,562 Est. Cost $47534.73 Unrealized
ILMN ILLUMINA INC COM 0.6%
Value ($000) $3,136 Shares 19,344 Est. Cost $189.14 Unrealized -19.2%
NTRS NORTHERN TR CORP COM 0.6%
Value ($000) $3,103 Shares 47,621 Est. Cost $53.69 Unrealized -10.8%
AMGN AMGEN INC COM 0.6%
Value ($000) $3,084 Shares 20,572 Est. Cost $92.97 Unrealized +19.2%
DU PONT E I DE NEMOURS & CO CO 0.6%
Value ($000) $2,997 Shares 47,330 Est. Cost $50224.02 Unrealized
PRICELINE GRP INC COM NEW 0.6%
Value ($000) $2,947 Shares 2,286 Est. Cost $731788.56 Unrealized
CL COLGATE PALMOLIVE CO COM 0.5%
Value ($000) $2,691 Shares 38,091 Est. Cost $45.23 Unrealized +16.9%
UAA UNDER ARMOUR INC CL A 0.5%
Value ($000) $2,662 Shares 31,378 Est. Cost $44.20 Unrealized -10.7%
NFLX NETFLIX INC COM 0.5%
Value ($000) $2,442 Shares 23,890 Est. Cost $10.63 Unrealized -7.7%
TE CONNECTIVITY LTD REG SHS 0.5%
Value ($000) $2,429 Shares 39,235 Est. Cost $69.54 Unrealized
MMM 3M CO COM 0.5%
Value ($000) $2,332 Shares 13,993 Est. Cost $77.32 Unrealized +20.0%
EOG EOG RES INC COM 0.4%
Value ($000) $2,115 Shares 29,144 Est. Cost $65.50 Unrealized -22.0%
VCADX VANGUARD CALIF TAX FREE FD INT 0.4%
Value ($000) $2,066 Shares 172,638 Est. Cost $11.85 Unrealized
ECL ECOLAB INC COM 0.4%
Value ($000) $2,015 Shares 18,070 Est. Cost $76.07 Unrealized +25.3%
VOD VODAFONE GROUP PLC NEW SPNSR A 0.4%
Value ($000) $1,981 Shares 61,824 Est. Cost $34.19 Unrealized
CAH CARDINAL HEALTH INC COM 0.4%
Value ($000) $1,916 Shares 23,378 Est. Cost $63.00 Unrealized -2.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 0.4%
Value ($000) $1,786 Shares 12,587 Est. Cost $119.53 Unrealized +10.9%
BMY BRISTOL MYERS SQUIBB CO COM 0.3%
Value ($000) $1,704 Shares 26,681 Est. Cost $33.16 Unrealized +35.1%
MRK MERCK & CO INC NEW COM 0.3%
Value ($000) $1,674 Shares 31,644 Est. Cost $33.74 Unrealized +6.8%
INTC INTEL CORP COM 0.3%
Value ($000) $1,628 Shares 50,329 Est. Cost $17.87 Unrealized +36.5%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $1,624 Shares 57,041 Est. Cost $15.74 Unrealized +20.4%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $1,617 Shares 19,123 Est. Cost $64.06 Unrealized -3.3%
UNP UNION PAC CORP COM 0.3%
Value ($000) $1,562 Shares 19,638 Est. Cost $74.58 Unrealized -16.9%
ABT ABBOTT LABS COM 0.3%
Value ($000) $1,492 Shares 35,657 Est. Cost $30.02 Unrealized +9.9%
KO COCA COLA CO COM 0.3%
Value ($000) $1,474 Shares 31,778 Est. Cost $27.83 Unrealized +14.4%
VNQ VANGUARD INDEX FDS REIT ETF 0.3%
Value ($000) $1,474 Shares 17,589 Est. Cost $76.89 Unrealized
PFE PFIZER INC COM 0.3%
Value ($000) $1,471 Shares 49,635 Est. Cost $17.72 Unrealized +5.4%
TGT TARGET CORP COM 0.3%
Value ($000) $1,444 Shares 17,550 Est. Cost $53.36 Unrealized +5.7%
APH AMPHENOL CORP NEW CL A 0.3%
Value ($000) $1,416 Shares 24,493 Est. Cost $10.01 Unrealized +18.1%
VFC V F CORP COM 0.3%
Value ($000) $1,304 Shares 20,135 Est. Cost $62.87 Unrealized -7.6%
NKE NIKE INC CL B 0.3%
Value ($000) $1,297 Shares 21,092 Est. Cost $52.58 Unrealized +1.2%
PEOPLES S&P MIDCAP INDEX FD DR 0.2%
Value ($000) $1,210 Shares 36,182 Est. Cost $22606.43 Unrealized
SMG SCOTTS MIRACLE GRO CO CL A 0.2%
Value ($000) $1,204 Shares 16,548 Est. Cost $30.32 Unrealized +62.2%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $1,202 Shares 10,730 Est. Cost $63.47 Unrealized +20.3%
UNITED TECHNOLOGIES CORP COM 0.2%
Value ($000) $1,147 Shares 11,459 Est. Cost $58485.00 Unrealized
CHD CHURCH & DWIGHT INC COM 0.2%
Value ($000) $1,145 Shares 12,426 Est. Cost $26.44 Unrealized +45.2%
BIIB BIOGEN INC COM 0.2%
Value ($000) $1,118 Shares 4,293 Est. Cost $382.16 Unrealized -30.9%
EA ELECTRONIC ARTS INC COM 0.2%
Value ($000) $1,114 Shares 16,855 Est. Cost $67.18 Unrealized -7.7%
CB CHUBB LIMITED COM 0.2%
Value ($000) $1,113 Shares 9,345 Est. Cost $94.42 Unrealized +1.7%
NVS NOVARTIS A G SPONSORED ADR 0.2%
Value ($000) $1,067 Shares 14,723 Est. Cost $21148.28 Unrealized
RAYTHEON CO COM NEW 0.2%
Value ($000) $1,058 Shares 8,625 Est. Cost $26070.62 Unrealized
T AT&T INC COM 0.2%
Value ($000) $1,022 Shares 26,090 Est. Cost $11.46 Unrealized +20.7%
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $1,011 Shares 11,267 Est. Cost $57.57 Unrealized +17.6%
CELGENE CORP COM 0.2%
Value ($000) $1,007 Shares 10,063 Est. Cost $30081.90 Unrealized
AMAT APPLIED MATLS INC COM 0.2%
Value ($000) $1,003 Shares 47,350 Est. Cost $15.67 Unrealized +3.8%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $978 Shares 17,024 Est. Cost $36.57 Unrealized +10.8%
MDIJX MFS SER TR X INTL DIVERS I 0.2%
Value ($000) $951 Shares 61,311 Est. Cost $13129.19 Unrealized
EBAY EBAY INC COM 0.2%
Value ($000) $934 Shares 39,147 Est. Cost $20.67 Unrealized +4.7%
BBH FD INC CORE SELE CL N 0.2%
Value ($000) $915 Shares 43,943 Est. Cost $17835.74 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $914 Shares 9,583 Est. Cost $70.94 Unrealized -19.1%
VSIAX VANGUARD BD INDEX FD INC SMCP 0.2%
Value ($000) $884 Shares 20,191 Est. Cost $42.01 Unrealized
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $877 Shares 6,091 Est. Cost $97.63 Unrealized -3.0%
DLR DIGITAL RLTY TR INC COM 0.2%
Value ($000) $826 Shares 9,338 Est. Cost $52.71 Unrealized +8.8%
BA BOEING CO COM 0.2%
Value ($000) $826 Shares 6,509 Est. Cost $107.99 Unrealized +3.6%
SVAIX FEDERATED EQUITY FDS STRG VAL 0.2%
Value ($000) $807 Shares 133,438 Est. Cost $3016.07 Unrealized
UNILEVER PLC SPON ADR NEW 0.2%
Value ($000) $788 Shares 17,445 Est. Cost $41.52 Unrealized
CLX CLOROX CO DEL COM 0.2%
Value ($000) $786 Shares 6,237 Est. Cost $89.06 Unrealized +7.9%
DVRIX MFS SER TR XV DVRS TGT RTN I 0.2%
Value ($000) $773 Shares 76,660 Est. Cost $10.30 Unrealized
SCHRODER SER TR EMRGMKT EQ ADV 0.2%
Value ($000) $764 Shares 67,981 Est. Cost $6736.22 Unrealized
PUTNAM FDS TR SPECTRM A SHAR 0.2%
Value ($000) $764 Shares 24,363 Est. Cost $15248.90 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $754 Shares 10,475 Est. Cost $61.93 Unrealized +3.3%
PMYYX PUTNAM FDS TR MLTCP CORE Y 0.1%
Value ($000) $731 Shares 43,839 Est. Cost $16.33 Unrealized
PSA PUBLIC STORAGE COM 0.1%
Value ($000) $730 Shares 2,645 Est. Cost $159.31 Unrealized +6.8%
BROADCOM LTD SHS 0.1%
Value ($000) $711 Shares 4,600 Est. Cost $154.57 Unrealized
PRAXAIR INC COM 0.1%
Value ($000) $690 Shares 6,033 Est. Cost $87431.30 Unrealized
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $686 Shares 7,297 Est. Cost $91.30 Unrealized -20.2%
DHR DANAHER CORP DEL COM 0.1%
Value ($000) $670 Shares 7,063 Est. Cost $37.22 Unrealized -2.0%
BLACKROCK INC COM 0.1%
Value ($000) $667 Shares 1,959 Est. Cost $308.58 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $666 Shares 10,907 Est. Cost $23.68 Unrealized -3.9%
DOW CHEM CO COM 0.1%
Value ($000) $658 Shares 12,936 Est. Cost $50.39 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD A 0.1%
Value ($000) $657 Shares 12,278 Est. Cost $19440.75 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.1%
Value ($000) $651 Shares 18,432 Est. Cost $38.56 Unrealized
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $651 Shares 13,665 Est. Cost $37.16 Unrealized +3.2%
SO SOUTHERN CO COM 0.1%
Value ($000) $647 Shares 12,504 Est. Cost $28.97 Unrealized +11.2%
NRFYX NATIXIS FDS TR IV AEW REAL EST 0.1%
Value ($000) $640 Shares 38,958 Est. Cost $14.20 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $632 Shares 5,671 Est. Cost $79.82 Unrealized +2.9%
HSLYX HARTFORD-FORTIS SER FD INC SMC 0.1%
Value ($000) $631 Shares 14,054 Est. Cost $48.94 Unrealized
IBM INTERNATIONAL BUSINESS MACHS C 0.1%
Value ($000) $610 Shares 4,027 Est. Cost $112.61 Unrealized -25.3%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $601 Shares 7,845 Est. Cost $39.45 Unrealized +26.2%
EFX EQUIFAX INC COM 0.1%
Value ($000) $600 Shares 5,250 Est. Cost $97.49 Unrealized -1.7%
PCGYX PUTNAM CONV INCOME GROWTH TR C 0.1%
Value ($000) $597 Shares 28,278 Est. Cost $17935.27 Unrealized
WDAY WORKDAY INC CL A 0.1%
Value ($000) $570 Shares 7,417 Est. Cost $79.57 Unrealized -16.8%
HILYX HARTFORD MUT FDS INC INTL VALU 0.1%
Value ($000) $565 Shares 41,690 Est. Cost $14.86 Unrealized
FGFLX FEDERATED WORLD INVT SER INC F 0.1%
Value ($000) $552 Shares 18,991 Est. Cost $18743.14 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $534 Shares 8,515 Est. Cost $18.78 Unrealized +65.5%
MA MASTERCARD INC CL A 0.1%
Value ($000) $533 Shares 5,645 Est. Cost $92.00 Unrealized -9.3%
CHICAGO BRIDGE & IRON CO N V C 0.1%
Value ($000) $524 Shares 14,333 Est. Cost $57046.65 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $512 Shares 4,996 Est. Cost $52.93 Unrealized +38.4%
CSL CARLISLE COS INC COM 0.1%
Value ($000) $488 Shares 4,900 Est. Cost $55.89 Unrealized +39.2%
VFIRX VANGUARD FIXED INCOME SECS FD 0.1%
Value ($000) $478 Shares 44,427 Est. Cost $10.76 Unrealized
SYK STRYKER CORP COM 0.1%
Value ($000) $477 Shares 4,445 Est. Cost $85.31 Unrealized +3.3%
D DOMINION RES INC VA NEW COM 0.1%
Value ($000) $472 Shares 6,285 Est. Cost $44.75 Unrealized +3.0%
CCI CROWN CASTLE INTL CORP NEW COM 0.1%
Value ($000) $446 Shares 5,155 Est. Cost $56.09 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO COM 0.1%
Value ($000) $435 Shares 9,715 Est. Cost $34.42 Unrealized +5.2%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $429 Shares 723 Est. Cost $20.35 Unrealized +39.4%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $427 Shares 2 Est. Cost $165023.42 Unrealized +20.9%
NSC NORFOLK SOUTHERN CORP COM 0.1%
Value ($000) $415 Shares 4,990 Est. Cost $69.27 Unrealized -11.2%
PRGO PERRIGO CO PLC SHS 0.1%
Value ($000) $412 Shares 3,218 Est. Cost $146.25 Unrealized -6.5%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $396 Shares 9,750 Est. Cost $29.72 Unrealized -6.5%
MCGRAW HILL FINL INC COM 0.1%
Value ($000) $394 Shares 3,985 Est. Cost $30990.01 Unrealized
EIFGX EATON VANCE GROWTH TR FCS GRW 0.1%
Value ($000) $381 Shares 24,773 Est. Cost $14.64 Unrealized
DUNKIN BRANDS GROUP INC COM 0.1%
Value ($000) $376 Shares 7,972 Est. Cost $37983.36 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.1%
Value ($000) $368 Shares 10,125 Est. Cost $25.95 Unrealized 0.0%
STERICYCLE INC COM 0.1%
Value ($000) $368 Shares 2,915 Est. Cost $110429.96 Unrealized
OAKIX HARRIS ASSOC INVT TR OAKMARK I 0.1%
Value ($000) $366 Shares 17,641 Est. Cost $21.33 Unrealized
KLCIX FEDERATED EQUITY FDS KAUFMN L/ 0.1%
Value ($000) $361 Shares 19,769 Est. Cost $18.15 Unrealized
ICEIX IVY FD INTL COR EQT I 0.1%
Value ($000) $360 Shares 22,381 Est. Cost $16.12 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $359 Shares 4,070 Est. Cost $27.59 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $353 Shares 4,375 Est. Cost $42.79 Unrealized +18.0%
CME CME GROUP INC COM 0.1%
Value ($000) $353 Shares 3,670 Est. Cost $62.99 Unrealized 0.0%
E M C CORP MASS COM 0.1%
Value ($000) $351 Shares 13,189 Est. Cost $10252.75 Unrealized
RLI RLI CORP COM 0.1%
Value ($000) $346 Shares 5,175 Est. Cost $16.12 Unrealized +39.1%
DLTR DOLLAR TREE INC COM 0.1%
Value ($000) $343 Shares 4,165 Est. Cost $78.87 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $337 Shares 6,245 Est. Cost $38.55 Unrealized -2.8%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $327 Shares 2,765 Est. Cost $21.80 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $322 Shares 5,237 Est. Cost $62.87 Unrealized -19.7%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $320 Shares 5,423 Est. Cost $40.84 Unrealized +12.5%
NUE NUCOR CORP COM 0.1%
Value ($000) $313 Shares 6,615 Est. Cost $33.94 Unrealized -4.4%
EITVX EATON VANCE MUT FDS TR TX MNG 0.1%
Value ($000) $310 Shares 14,918 Est. Cost $20780.53 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC 0.1%
Value ($000) $307 Shares 5,177 Est. Cost $44.46 Unrealized +3.5%
WALGREENS BOOTS ALLIANCE INC C 0.1%
Value ($000) $305 Shares 3,615 Est. Cost $79.78 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $300 Shares 2,844 Est. Cost $69.46 Unrealized -2.6%
DIA SPDR DOW JONES INDL AVRG ETF U 0.1%
Value ($000) $299 Shares 1,690 Est. Cost $110172.02 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $296 Shares 2,538 Est. Cost $74.29 Unrealized +18.2%
ORCL ORACLE CORP COM 0.1%
Value ($000) $289 Shares 7,059 Est. Cost $33.75 Unrealized -5.3%
IAC INTERACTIVECORP COM 0.1%
Value ($000) $276 Shares 5,852 Est. Cost $66.94 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $268 Shares 2,610 Est. Cost $47.42 Unrealized 0.0%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $267 Shares 4,219 Est. Cost $40.04 Unrealized +2.9%
EXPRESS SCRIPTS HOLDING COMPAN 0.1%
Value ($000) $266 Shares 3,876 Est. Cost $60101.50 Unrealized
HDGIX HARTFORD MUT FDS INC DIV & GWT 0.1%
Value ($000) $257 Shares 11,424 Est. Cost $23409.49 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $254 Shares 9,848 Est. Cost $6.79 Unrealized +3.3%
CWGFX CAPITAL WORLD GROWTH & INCOME 0.1%
Value ($000) $253 Shares 5,867 Est. Cost $39271.01 Unrealized
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $253 Shares 3,500 Est. Cost $52.61 Unrealized -14.8%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $244 Shares 6,070 Est. Cost $42.32 Unrealized -33.6%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $242 Shares 4,026 Est. Cost $34.80 Unrealized +17.0%
KELLOGG CO COM 0.0%
Value ($000) $241 Shares 3,150 Est. Cost $43.28 Unrealized +12.5%
CDW CDW CORP COM 0.0%
Value ($000) $234 Shares 5,630 Est. Cost $38.66 Unrealized -10.2%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $231 Shares 2,354 Est. Cost $48.90 Unrealized +14.3%
MCK MCKESSON CORP COM 0.0%
Value ($000) $231 Shares 1,466 Est. Cost $174.49 Unrealized -14.3%
APACHE CORP COM 0.0%
Value ($000) $225 Shares 4,613 Est. Cost $93.87 Unrealized
NEXTX SHELTON FDS GREEN ALPHA FD 0.0%
Value ($000) $218 Shares 15,302 Est. Cost $14.83 Unrealized
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $216 Shares 1,604 Est. Cost $85.00 Unrealized +9.2%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $216 Shares 6,055 Est. Cost $38.31 Unrealized -29.7%
WHOLE FOODS MKT INC COM 0.0%
Value ($000) $210 Shares 6,750 Est. Cost $43476.89 Unrealized
JOHNSON CTLS INC COM 0.0%
Value ($000) $208 Shares 5,346 Est. Cost $41.34 Unrealized
HARRIS CORP DEL COM 0.0%
Value ($000) $204 Shares 2,614 Est. Cost $74.78 Unrealized
NMPAX COLUMBIA FDS SER TR MIDCAP IND 0.0%
Value ($000) $203 Shares 14,177 Est. Cost $15.44 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $202 Shares 2,645 Est. Cost $61.87 Unrealized -14.2%
YAFFX AMG FDS YACKTMAN FOC SVC 0.0%
Value ($000) $200 Shares 9,712 Est. Cost $26.32 Unrealized
FT UT5463SAFOLO3CSA 0.0%
Value ($000) $145 Shares 17,936 Est. Cost $8.08 Unrealized
MANNING & NAPIER FD INC NEW WO 0.0%
Value ($000) $141 Shares 20,125 Est. Cost $8040.15 Unrealized
MIMSX BNY MELLON FDS TR MDCP MLT STR 0.0%
Value ($000) $140 Shares 10,137 Est. Cost $13.71 Unrealized