BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 7, 2018

Total Value ($000): $2,635,060 (100.0% shares, 0.0% debt)

Holdings (348)

MSFT Microsoft 4.0%
Value ($000) $106,485 Shares 1,166,702 Est. Cost $31.49 Unrealized +167.8%
JPM J P Morgan Chase 3.7%
Value ($000) $96,979 Shares 881,870 Est. Cost $44.30 Unrealized +106.4%
AAPL Apple Inc 3.1%
Value ($000) $82,583 Shares 492,208 Est. Cost $20.51 Unrealized +97.1%
GOOGL Alphabet Inc. Class A 2.4%
Value ($000) $64,460 Shares 62,152 Est. Cost $36.78 Unrealized +49.6%
United Technologies 2.4%
Value ($000) $63,524 Shares 504,879 Est. Cost $97.49 Unrealized
JNJ Johnson & Johnson 2.0%
Value ($000) $53,750 Shares 419,433 Est. Cost $61.66 Unrealized +75.7%
PEP Pepsico 1.9%
Value ($000) $49,969 Shares 457,802 Est. Cost $61.91 Unrealized +44.2%
UNP Union Pacific 1.8%
Value ($000) $48,028 Shares 357,275 Est. Cost $72.74 Unrealized +55.4%
BRK/B Berkshire Hathaway Cl B 1.8%
Value ($000) $47,157 Shares 236,400 Est. Cost $145.53 Unrealized +41.1%
AMZN Amazon.Com 1.7%
Value ($000) $43,639 Shares 30,151 Est. Cost $19.33 Unrealized +270.0%
DHR Danaher 1.6%
Value ($000) $42,713 Shares 436,245 Est. Cost $33.55 Unrealized +151.2%
NSRGY Nestle SA Sponsored ADR 1.6%
Value ($000) $42,168 Shares 533,436 Est. Cost $66.74 Unrealized
TMO Thermo Fisher Scientific 1.5%
Value ($000) $40,565 Shares 196,481 Est. Cost $109.36 Unrealized +88.0%
MRSH Marsh & McLennan 1.5%
Value ($000) $40,071 Shares 485,186 Est. Cost $31.19 Unrealized +133.6%
MA Mastercard Inc Cl A 1.4%
Value ($000) $37,460 Shares 213,860 Est. Cost $85.92 Unrealized +90.5%
Costco 1.4%
Value ($000) $37,090 Shares 196,840 Est. Cost $134.00 Unrealized
MRK Merck 1.3%
Value ($000) $35,364 Shares 649,236 Est. Cost $35.66 Unrealized +18.5%
WY Weyerhaeuser 1.3%
Value ($000) $34,173 Shares 976,359 Est. Cost $21.18 Unrealized +22.4%
CSCO Cisco Systems 1.3%
Value ($000) $33,733 Shares 786,498 Est. Cost $22.77 Unrealized +46.9%
FTV Fortive Corp 1.3%
Value ($000) $33,131 Shares 427,386 Est. Cost $31.94 Unrealized +44.3%
DIS Walt Disney 1.3%
Value ($000) $32,973 Shares 328,288 Est. Cost $63.04 Unrealized +60.2%
NKE Nike Inc Class B 1.3%
Value ($000) $32,965 Shares 496,161 Est. Cost $44.68 Unrealized +33.4%
META Facebook Inc 1.2%
Value ($000) $31,655 Shares 198,105 Est. Cost $114.05 Unrealized +56.3%
CCI Crown Castle International Cor 1.2%
Value ($000) $31,459 Shares 287,008 Est. Cost $62.41 Unrealized +24.5%
HD Home Depot 1.2%
Value ($000) $31,299 Shares 175,601 Est. Cost $60.16 Unrealized +157.2%
Raytheon 1.2%
Value ($000) $30,312 Shares 140,449 Est. Cost $124.22 Unrealized
MCD McDonalds 1.1%
Value ($000) $30,279 Shares 193,628 Est. Cost $77.53 Unrealized +76.3%
MDLZ Mondelez International 1.1%
Value ($000) $29,351 Shares 703,348 Est. Cost $29.24 Unrealized +22.6%
NOC Northrop Grumman 1.1%
Value ($000) $29,163 Shares 83,533 Est. Cost $215.09 Unrealized +36.8%
XOM Exxon Mobil 1.1%
Value ($000) $28,773 Shares 385,636 Est. Cost $53.28 Unrealized +4.6%
HON Honeywell International 1.1%
Value ($000) $28,577 Shares 197,754 Est. Cost $80.58 Unrealized +45.8%
CMCSA Comcast Cl A 1.0%
Value ($000) $27,191 Shares 795,765 Est. Cost $28.01 Unrealized +13.5%
ADBE Adobe Systems 1.0%
Value ($000) $27,045 Shares 125,163 Est. Cost $101.90 Unrealized +99.5%
RBC Bearings Inc. 1.0%
Value ($000) $25,824 Shares 207,925 Est. Cost $96.48 Unrealized
PG Procter & Gamble 1.0%
Value ($000) $25,223 Shares 318,156 Est. Cost $55.92 Unrealized +21.4%
ABT Abbott Labs 0.9%
Value ($000) $24,597 Shares 410,493 Est. Cost $29.30 Unrealized +79.5%
CVX Chevron Corp 0.9%
Value ($000) $24,320 Shares 213,258 Est. Cost $76.36 Unrealized +11.4%
CB Chubb Ltd 0.9%
Value ($000) $22,901 Shares 167,440 Est. Cost $102.61 Unrealized +23.0%
ZTS Zoetis Inc 0.9%
Value ($000) $22,882 Shares 274,003 Est. Cost $31.41 Unrealized +135.8%
AEM Agnico Eagle Mines Limited 0.8%
Value ($000) $21,937 Shares 521,449 Est. Cost $38.58 Unrealized -4.5%
ADP Automatic Data Processing 0.8%
Value ($000) $21,015 Shares 185,187 Est. Cost $52.27 Unrealized +88.6%
MKC McCormick 0.8%
Value ($000) $20,924 Shares 196,676 Est. Cost $30.16 Unrealized +50.1%
APH Amphenol 0.8%
Value ($000) $20,375 Shares 236,563 Est. Cost $10.55 Unrealized +97.8%
SU Suncor Energy Inc 0.8%
Value ($000) $20,279 Shares 587,109 Est. Cost $19.76 Unrealized +31.0%
DEO Diageo Plc ADR 0.8%
Value ($000) $19,991 Shares 147,622 Est. Cost $137.05 Unrealized
GLD SPDR Gold Shares 0.8%
Value ($000) $19,969 Shares 158,746 Est. Cost $121.50 Unrealized
EBAY Ebay 0.7%
Value ($000) $19,742 Shares 490,596 Est. Cost $26.73 Unrealized +37.8%
Apache 0.7%
Value ($000) $19,531 Shares 507,574 Est. Cost $43.31 Unrealized
ENB Enbridge Inc 0.7%
Value ($000) $18,964 Shares 602,587 Est. Cost $24.72 Unrealized -13.0%
MMM 3M Company 0.7%
Value ($000) $18,668 Shares 85,042 Est. Cost $69.41 Unrealized +116.3%
AXP American Express 0.7%
Value ($000) $17,749 Shares 190,279 Est. Cost $61.75 Unrealized +40.9%
KO Coca Cola 0.6%
Value ($000) $16,625 Shares 382,795 Est. Cost $28.44 Unrealized +23.3%
CAT Caterpillar 0.6%
Value ($000) $16,293 Shares 110,550 Est. Cost $62.32 Unrealized +113.5%
DE Deere 0.6%
Value ($000) $15,836 Shares 101,956 Est. Cost $68.32 Unrealized +110.7%
USB US Bancorp 0.6%
Value ($000) $15,533 Shares 307,585 Est. Cost $26.01 Unrealized +53.5%
ABBV Abbvie Inc 0.6%
Value ($000) $15,386 Shares 162,555 Est. Cost $28.57 Unrealized +174.9%
NVS Novartis A G ADR 0.6%
Value ($000) $15,044 Shares 186,073 Est. Cost $73.09 Unrealized
PFE Pfizer 0.5%
Value ($000) $14,066 Shares 396,347 Est. Cost $17.11 Unrealized +41.7%
Magellan Midstream Partners LP 0.5%
Value ($000) $13,905 Shares 238,302 Est. Cost $58.88 Unrealized
C Citigroup 0.5%
Value ($000) $13,617 Shares 201,732 Est. Cost $51.42 Unrealized +12.1%
LOW Lowes 0.5%
Value ($000) $13,333 Shares 151,939 Est. Cost $38.45 Unrealized +113.0%
DLB Dolby Laboratories Inc 0.5%
Value ($000) $12,953 Shares 203,786 Est. Cost $48.13 Unrealized +19.7%
SLB Schlumberger 0.5%
Value ($000) $12,933 Shares 199,652 Est. Cost $55.14 Unrealized +1.1%
SPY SPDR S&P 500 ETF Index 0.5%
Value ($000) $11,867 Shares 45,095 Est. Cost $227.04 Unrealized
GOOG Alphabet Inc. Class C 0.4%
Value ($000) $11,447 Shares 11,095 Est. Cost $35.61 Unrealized +53.9%
GD General Dynamics 0.4%
Value ($000) $11,259 Shares 50,967 Est. Cost $144.40 Unrealized +26.0%
BUD Anheuser-Busch InBev SA/NV 0.4%
Value ($000) $11,186 Shares 101,742 Est. Cost $91.34 Unrealized
VEA Vanguard FTSE ETF Developed Ma 0.4%
Value ($000) $11,109 Shares 251,059 Est. Cost $41.06 Unrealized
SBUX Starbucks 0.4%
Value ($000) $10,695 Shares 184,744 Est. Cost $39.52 Unrealized +23.2%
IBM International Business Machine 0.4%
Value ($000) $10,518 Shares 68,547 Est. Cost $116.54 Unrealized -7.9%
SWK Stanley Black & Decker Inc 0.4%
Value ($000) $10,037 Shares 65,513 Est. Cost $81.80 Unrealized +59.2%
TJX TJX Corp 0.4%
Value ($000) $10,010 Shares 122,735 Est. Cost $23.70 Unrealized +49.7%
STT State Street 0.4%
Value ($000) $9,617 Shares 96,429 Est. Cost $47.98 Unrealized +70.7%
CNI Canadian National Railway 0.4%
Value ($000) $9,289 Shares 127,019 Est. Cost $42.11 Unrealized +58.4%
VWO Vanguard Emerging Markets Stoc 0.3%
Value ($000) $9,173 Shares 195,255 Est. Cost $41.17 Unrealized
DowDupont Inc 0.3%
Value ($000) $8,881 Shares 139,393 Est. Cost $69.23 Unrealized
CL Colgate-Palmolive 0.3%
Value ($000) $8,191 Shares 114,271 Est. Cost $47.02 Unrealized +27.0%
EPD Enterprise Products LP 0.3%
Value ($000) $8,108 Shares 331,192 Est. Cost $47.78 Unrealized
WFC Wells Fargo 0.3%
Value ($000) $7,571 Shares 144,452 Est. Cost $40.69 Unrealized +17.3%
BAC Bank of America 0.3%
Value ($000) $7,525 Shares 250,931 Est. Cost $16.66 Unrealized +56.4%
AIN Albany International 0.3%
Value ($000) $7,465 Shares 119,056 Est. Cost $45.47 Unrealized +27.7%
EOG EOG Resources 0.3%
Value ($000) $7,323 Shares 69,567 Est. Cost $73.26 Unrealized +10.3%
SYK Stryker 0.3%
Value ($000) $7,258 Shares 45,103 Est. Cost $64.36 Unrealized +129.8%
LMT Lockheed Martin 0.3%
Value ($000) $6,821 Shares 20,186 Est. Cost $118.54 Unrealized +132.4%
O Realty Income Corp 0.3%
Value ($000) $6,786 Shares 131,185 Est. Cost $25.09 Unrealized +36.0%
VZ Verizon 0.3%
Value ($000) $6,675 Shares 139,590 Est. Cost $26.61 Unrealized +24.1%
TE Connectivity Limited 0.2%
Value ($000) $6,556 Shares 65,626 Est. Cost $65.88 Unrealized
EFA iShares MSCI EAFE Index Fund 0.2%
Value ($000) $6,415 Shares 92,070 Est. Cost $67.53 Unrealized
MET Metlife Inc 0.2%
Value ($000) $6,391 Shares 139,273 Est. Cost $35.96 Unrealized +3.0%
KMI Kinder Morgan Inc 0.2%
Value ($000) $6,157 Shares 408,807 Est. Cost $12.54 Unrealized -11.7%
INTC Intel 0.2%
Value ($000) $6,151 Shares 118,100 Est. Cost $20.13 Unrealized +99.0%
ECL Ecolab 0.2%
Value ($000) $6,124 Shares 44,681 Est. Cost $96.76 Unrealized +27.7%
Ansys 0.2%
Value ($000) $6,032 Shares 38,494 Est. Cost $75.56 Unrealized
Nielsen Holdings PLC 0.2%
Value ($000) $6,029 Shares 189,639 Est. Cost $43.49 Unrealized
IQV IQVIA Holdings 0.2%
Value ($000) $5,757 Shares 58,674 Est. Cost $101.80 Unrealized -0.7%
MTB M&T Bank 0.2%
Value ($000) $5,528 Shares 29,986 Est. Cost $98.65 Unrealized +48.6%
SSNC SS & C Technologies 0.2%
Value ($000) $5,321 Shares 99,200 Est. Cost $31.77 Unrealized +56.1%
VGK Vanguard European Stock ETF 0.2%
Value ($000) $5,315 Shares 91,409 Est. Cost $54.55 Unrealized
APD Air Products & Chemicals Inc 0.2%
Value ($000) $5,268 Shares 33,127 Est. Cost $77.85 Unrealized +74.4%
BDX Becton Dickinson 0.2%
Value ($000) $5,147 Shares 23,754 Est. Cost $113.32 Unrealized +71.7%
NI Nisource 0.2%
Value ($000) $5,141 Shares 215,000 Est. Cost $7.81 Unrealized +134.4%
TRV The Travelers Companies Inc 0.2%
Value ($000) $5,019 Shares 36,141 Est. Cost $73.34 Unrealized +60.3%
CDXS Codexis Inc. 0.2%
Value ($000) $4,955 Shares 450,475 Est. Cost $9.58 Unrealized 0.0%
ILMN Illumina Inc 0.2%
Value ($000) $4,837 Shares 20,461 Est. Cost $229.19 Unrealized 0.0%
Celgene Corp 0.2%
Value ($000) $4,737 Shares 53,095 Est. Cost $109.10 Unrealized
CTSH Cognizant Technology Solutions 0.2%
Value ($000) $4,661 Shares 57,897 Est. Cost $49.40 Unrealized +42.9%
BA Boeing 0.2%
Value ($000) $4,635 Shares 14,138 Est. Cost $122.26 Unrealized +164.1%
NEE NextEra Energy 0.2%
Value ($000) $4,629 Shares 28,339 Est. Cost $15.38 Unrealized +106.1%
CME CME Group Inc 0.2%
Value ($000) $4,591 Shares 28,386 Est. Cost $40.54 Unrealized +198.7%
KMB Kimberly-Clark 0.2%
Value ($000) $4,529 Shares 41,122 Est. Cost $63.66 Unrealized +35.4%
MOS Mosaic Company 0.2%
Value ($000) $4,506 Shares 185,588 Est. Cost $22.20 Unrealized +4.2%
KHC Kraft Heinz Co 0.2%
Value ($000) $4,469 Shares 71,749 Est. Cost $47.82 Unrealized +2.4%
EEM iShares MSCI Emerg Mkts ETF 0.2%
Value ($000) $4,338 Shares 89,842 Est. Cost $44.03 Unrealized
MTD Mettler-Toledo International 0.2%
Value ($000) $4,337 Shares 7,542 Est. Cost $628.64 Unrealized 0.0%
GILD Gilead Sciences 0.2%
Value ($000) $4,315 Shares 57,238 Est. Cost $52.26 Unrealized +12.7%
VIG Vanguard Dividend Appreciation 0.2%
Value ($000) $4,192 Shares 41,482 Est. Cost $70.48 Unrealized
CIGNA 0.2%
Value ($000) $4,122 Shares 24,574 Est. Cost $87.39 Unrealized
ORCL Oracle 0.2%
Value ($000) $4,119 Shares 90,038 Est. Cost $37.83 Unrealized +17.0%
UTL Unitil Corp 0.2%
Value ($000) $4,109 Shares 88,534 Est. Cost $29.13 Unrealized +50.6%
NVR Inc 0.2%
Value ($000) $4,088 Shares 1,460 Est. Cost $1671.38 Unrealized
ACN Accenture Plc Class A F 0.2%
Value ($000) $4,033 Shares 26,273 Est. Cost $84.74 Unrealized +66.1%
D Dominion Energy 0.2%
Value ($000) $4,000 Shares 59,324 Est. Cost $35.51 Unrealized +46.2%
Store Capital Corp 0.1%
Value ($000) $3,944 Shares 158,890 Est. Cost $25.46 Unrealized
EMR Emerson Electric 0.1%
Value ($000) $3,928 Shares 57,513 Est. Cost $40.49 Unrealized +45.7%
HSBC HSBC Holding Plc 0.1%
Value ($000) $3,883 Shares 81,460 Est. Cost $47.16 Unrealized
General Electric 0.1%
Value ($000) $3,863 Shares 286,591 Est. Cost $24.78 Unrealized
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $3,858 Shares 29,807 Est. Cost $114.15 Unrealized
UNH United Health Group 0.1%
Value ($000) $3,669 Shares 17,147 Est. Cost $98.58 Unrealized +104.0%
TransCanada 0.1%
Value ($000) $3,636 Shares 88,016 Est. Cost $48.36 Unrealized
ADI Analog Devices 0.1%
Value ($000) $3,625 Shares 39,780 Est. Cost $34.91 Unrealized +125.2%
BAX Baxter International 0.1%
Value ($000) $3,606 Shares 55,445 Est. Cost $37.70 Unrealized +56.3%
VBK Vanguard Small Cap Growth 0.1%
Value ($000) $3,507 Shares 21,389 Est. Cost $126.81 Unrealized
V Visa Incorporated 0.1%
Value ($000) $3,492 Shares 29,189 Est. Cost $63.27 Unrealized +81.4%
MuleSoft Inc. 0.1%
Value ($000) $3,491 Shares 79,375 Est. Cost $20.14 Unrealized
HSIC Henry Schein 0.1%
Value ($000) $3,391 Shares 50,452 Est. Cost $55.41 Unrealized -0.0%
PYPL PayPal Holdings 0.1%
Value ($000) $3,385 Shares 44,610 Est. Cost $42.64 Unrealized +85.6%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $3,175 Shares 50,200 Est. Cost $33.75 Unrealized +42.5%
SHW Sherwin-Williams 0.1%
Value ($000) $3,117 Shares 7,950 Est. Cost $68.96 Unrealized +84.3%
FISV Fiserv 0.1%
Value ($000) $3,069 Shares 43,044 Est. Cost $52.22 Unrealized +34.7%
1/100 Berkshire Hathaway Class 0.1%
Value ($000) $2,991 Shares 1,000 Est. Cost $1832.18 Unrealized
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $2,921 Shares 18,941 Est. Cost $146.02 Unrealized
Aetna 0.1%
Value ($000) $2,919 Shares 17,273 Est. Cost $81.04 Unrealized
CTRA Cabot Oil & Gas Corp Cl A 0.1%
Value ($000) $2,835 Shares 118,217 Est. Cost $18.03 Unrealized +4.9%
LLY Eli Lilly 0.1%
Value ($000) $2,834 Shares 36,628 Est. Cost $46.41 Unrealized +54.5%
VGT Vanguard Information Techology 0.1%
Value ($000) $2,792 Shares 16,327 Est. Cost $107.71 Unrealized
NSC Norfolk Southern 0.1%
Value ($000) $2,752 Shares 20,270 Est. Cost $58.57 Unrealized +109.4%
FAST Fastenal 0.1%
Value ($000) $2,740 Shares 50,194 Est. Cost $7.99 Unrealized +40.6%
Spirit Realty Capital Inc. 0.1%
Value ($000) $2,714 Shares 349,750 Est. Cost $10.61 Unrealized
Alerian MLP 0.1%
Value ($000) $2,609 Shares 278,445 Est. Cost $12.65 Unrealized
Dr Pepper Snapple Group Inc 0.1%
Value ($000) $2,591 Shares 21,890 Est. Cost $84.97 Unrealized
T AT & T 0.1%
Value ($000) $2,586 Shares 72,548 Est. Cost $12.29 Unrealized +28.7%
GIS General Mills 0.1%
Value ($000) $2,530 Shares 56,150 Est. Cost $32.39 Unrealized +26.5%
New Relic 0.1%
Value ($000) $2,479 Shares 33,440 Est. Cost $35.67 Unrealized
EWBC East West Bancorp 0.1%
Value ($000) $2,306 Shares 36,879 Est. Cost $35.22 Unrealized +53.4%
CHTR Charter Communications 0.1%
Value ($000) $2,292 Shares 7,366 Est. Cost $218.51 Unrealized +60.9%
PM Philip Morris International 0.1%
Value ($000) $2,284 Shares 22,979 Est. Cost $51.76 Unrealized +32.7%
Walgreens Boots Alliance Inc 0.1%
Value ($000) $2,227 Shares 34,023 Est. Cost $78.48 Unrealized
STZ Constellation Brands Inc Cl A 0.1%
Value ($000) $2,181 Shares 9,567 Est. Cost $58.82 Unrealized +230.0%
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $2,094 Shares 7 Est. Cost $177565.06 Unrealized +73.6%
DAL Delta Airlines 0.1%
Value ($000) $2,047 Shares 37,355 Est. Cost $35.79 Unrealized +41.8%
DXJ WisdomTree Japan Hedged EQ 0.1%
Value ($000) $2,033 Shares 36,303 Est. Cost $51.32 Unrealized
WAT Waters Corp 0.1%
Value ($000) $2,030 Shares 10,220 Est. Cost $144.63 Unrealized +43.0%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $2,020 Shares 13,306 Est. Cost $123.79 Unrealized
Maxwell Tech 0.1%
Value ($000) $2,020 Shares 340,665 Est. Cost $5.20 Unrealized
JBHT Hunt JB Transport Services 0.1%
Value ($000) $2,018 Shares 17,224 Est. Cost $70.37 Unrealized +58.1%
Praxair 0.1%
Value ($000) $2,010 Shares 13,927 Est. Cost $118.22 Unrealized
FSLR First Solar Inc 0.1%
Value ($000) $1,947 Shares 27,427 Est. Cost $54.70 Unrealized +24.4%
BABA Alibaba Group Holding-SP ADR 0.1%
Value ($000) $1,944 Shares 10,589 Est. Cost $99.88 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $1,933 Shares 31,019 Est. Cost $24.42 Unrealized +49.8%
PCH Potlatch Corporation 0.1%
Value ($000) $1,912 Shares 36,733 Est. Cost $39.94 Unrealized
VTR Ventas Inc REIT 0.1%
Value ($000) $1,905 Shares 38,459 Est. Cost $39.56 Unrealized -5.4%
Royal Dutch Shell B ADRF Spons 0.1%
Value ($000) $1,887 Shares 28,791 Est. Cost $59.09 Unrealized
ISRG Intuitive Surgical 0.1%
Value ($000) $1,883 Shares 4,562 Est. Cost $101.43 Unrealized +37.6%
ES Eversource Energy 0.1%
Value ($000) $1,813 Shares 30,773 Est. Cost $36.21 Unrealized +23.9%
SunTrust Banks 0.1%
Value ($000) $1,774 Shares 26,071 Est. Cost $66.30 Unrealized
Peoples United Financial Inc 0.1%
Value ($000) $1,757 Shares 94,142 Est. Cost $15.91 Unrealized
TXN Texas Instruments 0.1%
Value ($000) $1,728 Shares 16,635 Est. Cost $37.85 Unrealized +129.5%
SPG Simon Property Group 0.1%
Value ($000) $1,700 Shares 11,013 Est. Cost $100.26 Unrealized +3.6%
CVS CVS Health Corp 0.1%
Value ($000) $1,647 Shares 26,477 Est. Cost $66.86 Unrealized -16.5%
QCOM Qualcomm 0.1%
Value ($000) $1,603 Shares 28,932 Est. Cost $44.10 Unrealized +17.7%
VTI Vanguard Total Stock Market Vi 0.1%
Value ($000) $1,545 Shares 11,385 Est. Cost $98.06 Unrealized
NGD New Gold Inc 0.1%
Value ($000) $1,513 Shares 586,325 Est. Cost $2.99 Unrealized -6.1%
Royal Dutch Shell A ADRF ADR 0.1%
Value ($000) $1,499 Shares 23,498 Est. Cost $78.15 Unrealized
DUK Duke Energy 0.1%
Value ($000) $1,467 Shares 18,937 Est. Cost $42.64 Unrealized +31.5%
Umpqua Holdings Corp 0.1%
Value ($000) $1,462 Shares 68,290 Est. Cost $20.79 Unrealized
ITW Illinois Tool Works 0.1%
Value ($000) $1,441 Shares 9,201 Est. Cost $60.15 Unrealized +127.5%
TRU Transunion 0.1%
Value ($000) $1,438 Shares 25,320 Est. Cost $42.15 Unrealized +32.0%
AJG Arthur J Gallagher 0.1%
Value ($000) $1,431 Shares 20,814 Est. Cost $37.45 Unrealized +61.3%
BK Bank of New York Mellon 0.1%
Value ($000) $1,422 Shares 27,603 Est. Cost $23.13 Unrealized +93.4%
Express Scripts Holding Compan 0.1%
Value ($000) $1,398 Shares 20,238 Est. Cost $72.41 Unrealized
LECO Lincoln Electric 0.1%
Value ($000) $1,361 Shares 15,130 Est. Cost $78.04 Unrealized +19.3%
DCI Donaldson 0.1%
Value ($000) $1,358 Shares 30,145 Est. Cost $42.21 Unrealized 0.0%
SEDG SolarEdge Technologies Inc 0.1%
Value ($000) $1,354 Shares 25,745 Est. Cost $17.72 Unrealized +147.5%
OMC Omnicom 0.1%
Value ($000) $1,339 Shares 18,428 Est. Cost $50.86 Unrealized +11.1%
AMGN Amgen 0.0%
Value ($000) $1,282 Shares 7,519 Est. Cost $106.33 Unrealized +35.8%
ZION Zions Bancorp 0.0%
Value ($000) $1,273 Shares 24,140 Est. Cost $36.73 Unrealized +46.5%
SVB Financial Group 0.0%
Value ($000) $1,249 Shares 5,205 Est. Cost $190.97 Unrealized
HP Helmerich & Payne 0.0%
Value ($000) $1,245 Shares 18,700 Est. Cost $63.39 Unrealized +6.4%
OXY Occidental Petroleum 0.0%
Value ($000) $1,240 Shares 19,089 Est. Cost $57.60 Unrealized -0.3%
TGT Target 0.0%
Value ($000) $1,236 Shares 17,803 Est. Cost $50.25 Unrealized +16.3%
Anadarko 0.0%
Value ($000) $1,227 Shares 20,305 Est. Cost $86.09 Unrealized
BIIB Biogen Inc 0.0%
Value ($000) $1,226 Shares 4,477 Est. Cost $293.81 Unrealized +5.6%
Salesforce.com Inc 0.0%
Value ($000) $1,215 Shares 10,446 Est. Cost $89.91 Unrealized
GTT Communications Inc 0.0%
Value ($000) $1,208 Shares 21,300 Est. Cost $16.72 Unrealized
WLK Westlake Chemical Corp 0.0%
Value ($000) $1,194 Shares 10,745 Est. Cost $42.80 Unrealized +129.9%
AXGN Axogen Inc 0.0%
Value ($000) $1,178 Shares 32,280 Est. Cost $12.97 Unrealized +136.5%
INTU Intuit 0.0%
Value ($000) $1,169 Shares 6,744 Est. Cost $67.00 Unrealized +138.1%
CHD Church & Dwight 0.0%
Value ($000) $1,158 Shares 22,990 Est. Cost $35.92 Unrealized +24.3%
ROST Ross Stores 0.0%
Value ($000) $1,154 Shares 14,796 Est. Cost $46.16 Unrealized +58.9%
MDT Medtronic PLC 0.0%
Value ($000) $1,153 Shares 14,367 Est. Cost $58.20 Unrealized +15.7%
TSCO Tractor Supply Company 0.0%
Value ($000) $1,142 Shares 18,125 Est. Cost $13.06 Unrealized -5.5%
Stericycle 0.0%
Value ($000) $1,111 Shares 18,985 Est. Cost $99.99 Unrealized
National Instruments 0.0%
Value ($000) $1,098 Shares 21,719 Est. Cost $27.65 Unrealized
Bunge Limited 0.0%
Value ($000) $1,087 Shares 14,699 Est. Cost $71.39 Unrealized
SLAB Silicon Laboratories Inc 0.0%
Value ($000) $1,084 Shares 12,060 Est. Cost $72.88 Unrealized +29.4%
SYY Sysco 0.0%
Value ($000) $1,082 Shares 18,049 Est. Cost $28.69 Unrealized +71.7%
Discover Financial Services 0.0%
Value ($000) $1,062 Shares 14,763 Est. Cost $61.70 Unrealized
WRB WR Berkley Corporation 0.0%
Value ($000) $1,040 Shares 14,306 Est. Cost $10.79 Unrealized +61.7%
DHI D R Horton Inc 0.0%
Value ($000) $1,019 Shares 23,254 Est. Cost $23.14 Unrealized +84.9%
MTDR Matador Resources Co 0.0%
Value ($000) $1,009 Shares 33,745 Est. Cost $24.24 Unrealized +25.2%
IJH iShares S&P MidCap 400 Index 0.0%
Value ($000) $965 Shares 5,142 Est. Cost $169.30 Unrealized
BNS Bank of Nova Scotia 0.0%
Value ($000) $952 Shares 15,430 Est. Cost $31.52 Unrealized +33.0%
TPR Tapestry Inc 0.0%
Value ($000) $947 Shares 18,000 Est. Cost $32.95 Unrealized +20.7%
Allergan PLC 0.0%
Value ($000) $945 Shares 5,615 Est. Cost $237.90 Unrealized
CFR Cullen/Frost Bankers 0.0%
Value ($000) $944 Shares 8,900 Est. Cost $47.20 Unrealized +75.2%
PRLB Proto Labs Inc 0.0%
Value ($000) $912 Shares 7,755 Est. Cost $72.28 Unrealized +56.3%
AWK American Water Works Company I 0.0%
Value ($000) $888 Shares 10,810 Est. Cost $37.53 Unrealized +87.3%
Brookfield Asset Management In 0.0%
Value ($000) $867 Shares 22,223 Est. Cost $36.83 Unrealized
PAA Plains All American Pipeline L 0.0%
Value ($000) $849 Shares 38,550 Est. Cost $50.93 Unrealized
PKG Packaging Corp. America 0.0%
Value ($000) $834 Shares 7,400 Est. Cost $95.04 Unrealized 0.0%
AMT Amer Tower Cl A 0.0%
Value ($000) $827 Shares 5,688 Est. Cost $83.95 Unrealized +36.7%
GTLS Chart Industries Inc 0.0%
Value ($000) $826 Shares 13,990 Est. Cost $53.79 Unrealized 0.0%
VFC V F Corp 0.0%
Value ($000) $816 Shares 11,010 Est. Cost $56.99 Unrealized +26.9%
EZM Wisdom Tree MidCap Earnings Fu 0.0%
Value ($000) $812 Shares 21,000 Est. Cost $38.67 Unrealized
WMT Walmart 0.0%
Value ($000) $784 Shares 8,809 Est. Cost $20.92 Unrealized +35.5%
JCI Johnson Controls 0.0%
Value ($000) $782 Shares 22,181 Est. Cost $33.31 Unrealized -4.6%
BlackRock Inc 0.0%
Value ($000) $772 Shares 1,425 Est. Cost $361.22 Unrealized
PPG PPG Industries 0.0%
Value ($000) $747 Shares 6,694 Est. Cost $80.28 Unrealized +23.9%
NTR Nutrien Ltd 0.0%
Value ($000) $725 Shares 15,350 Est. Cost $38.37 Unrealized 0.0%
PAYX Paychex 0.0%
Value ($000) $723 Shares 11,747 Est. Cost $27.23 Unrealized +92.4%
ForeScout Technologies 0.0%
Value ($000) $716 Shares 22,085 Est. Cost $32.42 Unrealized
EWH iShares MSCI Hong Kong Index 0.0%
Value ($000) $714 Shares 28,196 Est. Cost $18.60 Unrealized
CCOI Cogent Communications Group 0.0%
Value ($000) $696 Shares 16,048 Est. Cost $18.42 Unrealized +58.5%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $692 Shares 6,350 Est. Cost $99.53 Unrealized +9.4%
NEM Newmont Mng 0.0%
Value ($000) $672 Shares 17,188 Est. Cost $29.52 Unrealized +3.8%
FDX FedEx Corporation 0.0%
Value ($000) $669 Shares 2,786 Est. Cost $189.58 Unrealized +16.3%
Genesee & Wyoming CL A Class A 0.0%
Value ($000) $657 Shares 9,280 Est. Cost $69.92 Unrealized
WBS Webster Financial 0.0%
Value ($000) $656 Shares 11,845 Est. Cost $24.92 Unrealized +126.8%
IP International Paper 0.0%
Value ($000) $650 Shares 12,159 Est. Cost $26.72 Unrealized +46.7%
LNC Lincoln National 0.0%
Value ($000) $650 Shares 8,900 Est. Cost $35.63 Unrealized +57.1%
AFL AFLAC 0.0%
Value ($000) $641 Shares 14,653 Est. Cost $30.67 Unrealized +20.0%
ALNY Alnylam Pharmaceuticals 0.0%
Value ($000) $631 Shares 5,295 Est. Cost $65.80 Unrealized +95.9%
Kellogg 0.0%
Value ($000) $622 Shares 9,567 Est. Cost $40.27 Unrealized +17.4%
NTRS Northern Trust Corp 0.0%
Value ($000) $622 Shares 6,031 Est. Cost $40.35 Unrealized +105.6%
IWB iShares Russell 1000 Index 0.0%
Value ($000) $614 Shares 4,181 Est. Cost $106.71 Unrealized
WPC WP Carey Inc 0.0%
Value ($000) $609 Shares 9,825 Est. Cost $63.75 Unrealized
COP Conoco Phillips 0.0%
Value ($000) $595 Shares 10,039 Est. Cost $43.76 Unrealized 0.0%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $595 Shares 5,507 Est. Cost $54.14 Unrealized +52.2%
GWW Grainger W W 0.0%
Value ($000) $578 Shares 2,047 Est. Cost $207.65 Unrealized +13.2%
HCSG Healthcare Services 0.0%
Value ($000) $570 Shares 13,117 Est. Cost $23.05 Unrealized +112.2%
HSY Hershey Foods 0.0%
Value ($000) $570 Shares 5,762 Est. Cost $73.67 Unrealized +16.2%
AMP Ameriprise Financial Inc Com 0.0%
Value ($000) $553 Shares 3,740 Est. Cost $68.66 Unrealized +103.8%
CDK Global Inc 0.0%
Value ($000) $551 Shares 8,696 Est. Cost $43.11 Unrealized
CHKP Check Point Software 0.0%
Value ($000) $551 Shares 5,550 Est. Cost $48.11 Unrealized +114.1%
HWC Hancock Holding 0.0%
Value ($000) $538 Shares 10,400 Est. Cost $28.84 Unrealized +85.2%
Powershares QQQ Trust Series 1 0.0%
Value ($000) $510 Shares 3,186 Est. Cost $137.96 Unrealized
DAIO Data I O Corp 0.0%
Value ($000) $504 Shares 67,743 Est. Cost $9.95 Unrealized 0.0%
YUM Yum Brands Inc 0.0%
Value ($000) $501 Shares 5,888 Est. Cost $46.25 Unrealized +53.5%
CATY Cathay Bancorp 0.0%
Value ($000) $488 Shares 12,204 Est. Cost $14.21 Unrealized +131.4%
PEG Public Service Enterprise 0.0%
Value ($000) $486 Shares 9,672 Est. Cost $28.55 Unrealized +31.5%
WM Waste Management 0.0%
Value ($000) $482 Shares 5,730 Est. Cost $50.02 Unrealized +49.7%
GLW Corning 0.0%
Value ($000) $479 Shares 17,164 Est. Cost $17.34 Unrealized +43.1%
AZO AutoZone Inc 0.0%
Value ($000) $471 Shares 726 Est. Cost $525.16 Unrealized +36.3%
Ingersoll-Rand PLC 0.0%
Value ($000) $463 Shares 5,420 Est. Cost $75.40 Unrealized
VB Vanguard Small Cap ETF 0.0%
Value ($000) $459 Shares 3,127 Est. Cost $139.87 Unrealized
GS Goldman Sachs 0.0%
Value ($000) $457 Shares 1,816 Est. Cost $162.60 Unrealized +34.3%
Cooper Companies 0.0%
Value ($000) $454 Shares 1,984 Est. Cost $162.10 Unrealized
IWF iShares Tr Russell 1000 Growth 0.0%
Value ($000) $451 Shares 3,316 Est. Cost $82.73 Unrealized
FIVN Five9 Inc 0.0%
Value ($000) $449 Shares 15,070 Est. Cost $14.32 Unrealized +91.2%
Kansas City Southern Inds 0.0%
Value ($000) $437 Shares 3,980 Est. Cost $103.31 Unrealized
DB Deutsche Bank 0.0%
Value ($000) $433 Shares 31,000 Est. Cost $14.99 Unrealized -1.9%
Dunkin Brands 0.0%
Value ($000) $433 Shares 7,260 Est. Cost $45.01 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $423 Shares 1,685 Est. Cost $135.62 Unrealized +89.4%
HPQ Hewlett-Packard 0.0%
Value ($000) $421 Shares 19,206 Est. Cost $9.67 Unrealized +79.4%
IGV iShares S&P NA Tech-Soft IF 0.0%
Value ($000) $407 Shares 2,400 Est. Cost $146.25 Unrealized
PSX Phillips 66 0.0%
Value ($000) $405 Shares 4,222 Est. Cost $51.59 Unrealized +38.5%
SPGI S&P Global Inc 0.0%
Value ($000) $404 Shares 2,112 Est. Cost $172.26 Unrealized 0.0%
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $401 Shares 3,343 Est. Cost $103.05 Unrealized
SJM Smucker 0.0%
Value ($000) $382 Shares 3,084 Est. Cost $72.00 Unrealized +34.8%
XLK Select Sector S&P Technology I 0.0%
Value ($000) $365 Shares 5,585 Est. Cost $43.12 Unrealized
JD JD.Com Inc-ADR 0.0%
Value ($000) $364 Shares 9,000 Est. Cost $41.36 Unrealized
Varian Medical 0.0%
Value ($000) $364 Shares 2,971 Est. Cost $69.29 Unrealized
NVDA Nvidia Corp 0.0%
Value ($000) $362 Shares 1,564 Est. Cost $5.81 Unrealized 0.0%
DGS WisdomTree EM Small Cap 0.0%
Value ($000) $358 Shares 6,630 Est. Cost $47.12 Unrealized
Oaktree Capital Group LLC 0.0%
Value ($000) $355 Shares 8,975 Est. Cost $39.55 Unrealized
PGR Progressive 0.0%
Value ($000) $353 Shares 5,787 Est. Cost $24.47 Unrealized +82.7%
MAR Marriott International 0.0%
Value ($000) $349 Shares 2,567 Est. Cost $69.39 Unrealized +89.1%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $347 Shares 4,600 Est. Cost $71.16 Unrealized
DGX Quest Diagnostics 0.0%
Value ($000) $340 Shares 3,392 Est. Cost $46.52 Unrealized +88.1%
SNPS Synopsys Inc 0.0%
Value ($000) $333 Shares 4,000 Est. Cost $77.58 Unrealized +13.2%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $322 Shares 1,775 Est. Cost $24.81 Unrealized +12.0%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $320 Shares 929 Est. Cost $374.62 Unrealized -7.7%
HIG Hartford Financial 0.0%
Value ($000) $317 Shares 6,152 Est. Cost $40.24 Unrealized +14.1%
CLX Clorox 0.0%
Value ($000) $313 Shares 2,349 Est. Cost $100.92 Unrealized +5.8%
BIP Brookfield Infrastructure Part 0.0%
Value ($000) $310 Shares 7,448 Est. Cost $39.52 Unrealized
CHRW CH Robinson 0.0%
Value ($000) $308 Shares 3,282 Est. Cost $44.62 Unrealized +71.4%
MORN MorningStar Inc 0.0%
Value ($000) $304 Shares 3,181 Est. Cost $68.45 Unrealized +40.5%
GATX GATX Corp 0.0%
Value ($000) $300 Shares 4,375 Est. Cost $35.78 Unrealized +62.0%
IONS Ionis Pharmaceuticals Inc 0.0%
Value ($000) $296 Shares 6,724 Est. Cost $50.80 Unrealized 0.0%
Spirit AeroSystems Holdings In 0.0%
Value ($000) $293 Shares 3,500 Est. Cost $87.14 Unrealized
PNR Pentair Plc 0.0%
Value ($000) $293 Shares 4,305 Est. Cost $36.40 Unrealized +16.3%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $291 Shares 16,604 Est. Cost $7.23 Unrealized +83.6%
ED Consolidated Edison 0.0%
Value ($000) $289 Shares 3,713 Est. Cost $40.94 Unrealized +42.8%
ABBNY ABB Ltd ADR 0.0%
Value ($000) $288 Shares 12,149 Est. Cost $24.91 Unrealized
NVO Novo Nordisk A/S ADR 0.0%
Value ($000) $288 Shares 5,846 Est. Cost $42.83 Unrealized
EPAM Epam Systems Inc. 0.0%
Value ($000) $286 Shares 2,500 Est. Cost $114.37 Unrealized 0.0%
MCHP Microchip Technology 0.0%
Value ($000) $285 Shares 3,125 Est. Cost $19.20 Unrealized +107.3%
iShares MSCI Germany 0.0%
Value ($000) $274 Shares 10,000 Est. Cost $25.04 Unrealized
WEC WEC Energy Group Inc 0.0%
Value ($000) $268 Shares 4,275 Est. Cost $41.59 Unrealized +15.9%
EMN Eastman Chemical 0.0%
Value ($000) $265 Shares 2,513 Est. Cost $77.04 Unrealized 0.0%
Guggenheim S&P Equal Weight ET 0.0%
Value ($000) $264 Shares 2,657 Est. Cost $95.55 Unrealized
KFS Kingsway Financial Services In 0.0%
Value ($000) $260 Shares 65,038 Est. Cost $4.50 Unrealized +10.8%
EW Edwards Lifesciences 0.0%
Value ($000) $255 Shares 1,828 Est. Cost $36.64 Unrealized +18.5%
XEL XCEL Energy 0.0%
Value ($000) $255 Shares 5,609 Est. Cost $32.79 Unrealized +6.6%
XLF Financial Select Sectors SPDR 0.0%
Value ($000) $255 Shares 9,234 Est. Cost $22.91 Unrealized
RLJ Entertainment Inc 0.0%
Value ($000) $252 Shares 56,300 Est. Cost $1.61 Unrealized
BR Broadridge Financial Solutions 0.0%
Value ($000) $250 Shares 2,280 Est. Cost $76.39 Unrealized +13.8%
ELV Anthem Inc 0.0%
Value ($000) $246 Shares 1,120 Est. Cost $171.40 Unrealized +23.5%
IWP iShares Russell Midcap Growth 0.0%
Value ($000) $243 Shares 1,979 Est. Cost $122.79 Unrealized
XLI Sector SPDR Indl Select of Ben 0.0%
Value ($000) $240 Shares 3,226 Est. Cost $58.98 Unrealized
YUMC Yum China Holdings Inc 0.0%
Value ($000) $236 Shares 5,681 Est. Cost $43.00 Unrealized 0.0%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $236 Shares 1,450 Est. Cost $163.34 Unrealized 0.0%
UPS United Parcel Service Class B 0.0%
Value ($000) $235 Shares 2,249 Est. Cost $86.24 Unrealized -0.9%
BIDU Baidu Inc 0.0%
Value ($000) $228 Shares 1,020 Est. Cost $247.66 Unrealized
Pretium Resources 0.0%
Value ($000) $227 Shares 34,035 Est. Cost $9.26 Unrealized
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $217 Shares 817 Est. Cost $210.78 Unrealized
The Blackstone Group MLP 0.0%
Value ($000) $216 Shares 6,750 Est. Cost $33.37 Unrealized
Unilever ADR 0.0%
Value ($000) $210 Shares 3,788 Est. Cost $55.44 Unrealized
SNY Sanofi-Aventis ADR 0.0%
Value ($000) $209 Shares 5,216 Est. Cost $44.75 Unrealized
EQT EQT Corp 0.0%
Value ($000) $204 Shares 4,290 Est. Cost $37.67 Unrealized -29.7%
ALK Alaska Air 0.0%
Value ($000) $202 Shares 3,261 Est. Cost $75.41 Unrealized -15.9%
NOVT Novanta Inc. 0.0%
Value ($000) $201 Shares 3,845 Est. Cost $54.79 Unrealized 0.0%
BXP Boston Properties 0.0%
Value ($000) $200 Shares 1,625 Est. Cost $83.74 Unrealized +1.7%
Energy Transfer Partners LP 0.0%
Value ($000) $199 Shares 12,295 Est. Cost $20.38 Unrealized
Histogenics Corp 0.0%
Value ($000) $199 Shares 72,200 Est. Cost $2.76 Unrealized
FSP Franklin Street Properties Cor 0.0%
Value ($000) $88 Shares 10,414 Est. Cost $13.20 Unrealized
Salisbury Bancorp 0.0%
Value ($000) $77 Shares 1,700 Est. Cost $30.89 Unrealized
Aegon 0.0%
Value ($000) $68 Shares 10,000 Est. Cost $6.80 Unrealized