BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 31, 2018

Total Value ($000): $2,793,040 (100.0% shares, 0.0% debt)

Holdings (363)

MSFT Microsoft 4.1%
Value ($000) $114,866 Shares 1,164,854 Est. Cost $31.49 Unrealized +185.1%
JPM J P Morgan Chase 3.4%
Value ($000) $94,260 Shares 904,603 Est. Cost $45.43 Unrealized +96.0%
AAPL Apple Inc 3.3%
Value ($000) $91,235 Shares 492,870 Est. Cost $20.51 Unrealized +108.5%
GOOGL Alphabet Inc. Class A 2.5%
Value ($000) $70,425 Shares 62,368 Est. Cost $36.78 Unrealized +46.8%
United Technologies 2.3%
Value ($000) $65,543 Shares 524,215 Est. Cost $98.51 Unrealized
DHR Danaher 2.3%
Value ($000) $64,412 Shares 652,736 Est. Cost $50.94 Unrealized +68.8%
JNJ Johnson & Johnson 1.9%
Value ($000) $52,196 Shares 430,162 Est. Cost $62.63 Unrealized +60.8%
PEP Pepsico 1.9%
Value ($000) $51,913 Shares 476,836 Est. Cost $62.70 Unrealized +30.3%
UNP Union Pacific 1.8%
Value ($000) $50,858 Shares 358,967 Est. Cost $72.74 Unrealized +61.8%
AMZN Amazon.Com 1.8%
Value ($000) $50,647 Shares 29,796 Est. Cost $19.33 Unrealized +310.7%
BRK/B Berkshire Hathaway Cl B 1.6%
Value ($000) $45,331 Shares 242,868 Est. Cost $146.85 Unrealized +32.7%
MA Mastercard Inc Cl A 1.5%
Value ($000) $41,856 Shares 212,984 Est. Cost $85.92 Unrealized +109.9%
Costco 1.5%
Value ($000) $41,673 Shares 199,409 Est. Cost $134.96 Unrealized
TMO Thermo Fisher Scientific 1.5%
Value ($000) $41,453 Shares 200,120 Est. Cost $111.15 Unrealized +87.2%
NKE Nike Inc Class B 1.4%
Value ($000) $40,009 Shares 502,123 Est. Cost $44.91 Unrealized +42.2%
NSRGY Nestle SA Sponsored ADR 1.4%
Value ($000) $39,837 Shares 514,487 Est. Cost $66.74 Unrealized
MRSH Marsh & McLennan 1.4%
Value ($000) $39,792 Shares 485,450 Est. Cost $31.19 Unrealized +131.5%
META Facebook Inc 1.4%
Value ($000) $39,033 Shares 200,870 Est. Cost $114.95 Unrealized +56.1%
MRK Merck 1.4%
Value ($000) $38,372 Shares 632,164 Est. Cost $35.66 Unrealized +24.8%
WY Weyerhaeuser 1.3%
Value ($000) $35,675 Shares 978,483 Est. Cost $21.18 Unrealized +27.8%
HD Home Depot 1.3%
Value ($000) $35,554 Shares 182,236 Est. Cost $63.62 Unrealized +143.7%
DIS Walt Disney 1.3%
Value ($000) $35,106 Shares 334,946 Est. Cost $63.71 Unrealized +52.5%
CSCO Cisco Systems 1.3%
Value ($000) $34,942 Shares 812,027 Est. Cost $23.14 Unrealized +50.1%
FTV Fortive Corp 1.2%
Value ($000) $34,678 Shares 449,723 Est. Cost $32.65 Unrealized +41.8%
CVX Chevron Corp 1.1%
Value ($000) $31,981 Shares 252,956 Est. Cost $78.36 Unrealized +13.8%
ADBE Adobe Systems 1.1%
Value ($000) $31,472 Shares 129,084 Est. Cost $105.99 Unrealized +123.2%
MCD McDonalds 1.1%
Value ($000) $30,231 Shares 192,933 Est. Cost $77.53 Unrealized +74.8%
Raytheon 1.1%
Value ($000) $30,203 Shares 156,347 Est. Cost $131.23 Unrealized
XOM Exxon Mobil 1.1%
Value ($000) $30,001 Shares 362,630 Est. Cost $53.28 Unrealized +5.4%
MDLZ Mondelez International 1.1%
Value ($000) $29,688 Shares 724,106 Est. Cost $29.36 Unrealized +13.6%
HON Honeywell International 1.0%
Value ($000) $29,069 Shares 201,797 Est. Cost $81.24 Unrealized +39.8%
DE Deere 1.0%
Value ($000) $28,433 Shares 203,386 Est. Cost $99.75 Unrealized +31.7%
CMCSA Comcast Cl A 1.0%
Value ($000) $27,324 Shares 832,791 Est. Cost $27.96 Unrealized -3.9%
ABT Abbott Labs 0.9%
Value ($000) $25,640 Shares 420,394 Est. Cost $29.86 Unrealized +78.0%
ADP Automatic Data Processing 0.9%
Value ($000) $25,398 Shares 189,337 Est. Cost $53.49 Unrealized +101.5%
RBC Bearings Inc. 0.9%
Value ($000) $24,880 Shares 193,149 Est. Cost $96.48 Unrealized
Apache 0.9%
Value ($000) $24,524 Shares 524,567 Est. Cost $43.42 Unrealized
SU Suncor Energy Inc 0.9%
Value ($000) $24,486 Shares 601,927 Est. Cost $19.99 Unrealized +46.0%
ZTS Zoetis Inc 0.9%
Value ($000) $24,307 Shares 285,331 Est. Cost $33.32 Unrealized +138.6%
AEM Agnico Eagle Mines Limited 0.9%
Value ($000) $24,048 Shares 524,717 Est. Cost $38.58 Unrealized -2.7%
MKC McCormick 0.8%
Value ($000) $22,743 Shares 195,907 Est. Cost $30.16 Unrealized +50.6%
PG Procter & Gamble 0.8%
Value ($000) $22,530 Shares 288,619 Est. Cost $55.92 Unrealized +10.5%
APH Amphenol 0.8%
Value ($000) $21,453 Shares 246,165 Est. Cost $10.93 Unrealized +85.0%
CB Chubb Ltd 0.8%
Value ($000) $21,381 Shares 168,329 Est. Cost $102.61 Unrealized +13.5%
DEO Diageo Plc ADR 0.8%
Value ($000) $21,215 Shares 147,318 Est. Cost $137.05 Unrealized
TRU Transunion 0.7%
Value ($000) $19,146 Shares 267,252 Est. Cost $62.24 Unrealized +3.4%
AXP American Express 0.7%
Value ($000) $18,909 Shares 192,953 Est. Cost $62.13 Unrealized +42.6%
GLD SPDR Gold Shares 0.7%
Value ($000) $18,816 Shares 158,583 Est. Cost $121.50 Unrealized
ENB Enbridge Inc 0.7%
Value ($000) $18,786 Shares 526,365 Est. Cost $24.72 Unrealized -20.0%
DLB Dolby Laboratories Inc 0.6%
Value ($000) $17,621 Shares 285,633 Est. Cost $50.71 Unrealized +12.7%
NOC Northrop Grumman 0.6%
Value ($000) $17,367 Shares 56,440 Est. Cost $215.09 Unrealized +35.5%
KO Coca Cola 0.6%
Value ($000) $17,136 Shares 390,688 Est. Cost $28.55 Unrealized +19.1%
Magellan Midstream Partners LP 0.6%
Value ($000) $16,164 Shares 233,984 Est. Cost $58.88 Unrealized
MMM 3M Company 0.6%
Value ($000) $15,830 Shares 80,467 Est. Cost $69.41 Unrealized +87.5%
CAT Caterpillar 0.6%
Value ($000) $15,830 Shares 116,680 Est. Cost $65.69 Unrealized +92.6%
CCI Crown Castle International Cor 0.6%
Value ($000) $15,538 Shares 144,115 Est. Cost $62.41 Unrealized +20.3%
USB US Bancorp 0.5%
Value ($000) $15,320 Shares 306,275 Est. Cost $26.01 Unrealized +43.2%
ABBV Abbvie Inc 0.5%
Value ($000) $15,066 Shares 162,609 Est. Cost $28.57 Unrealized +146.8%
C Citigroup 0.5%
Value ($000) $14,388 Shares 215,007 Est. Cost $51.52 Unrealized +2.9%
PFE Pfizer 0.5%
Value ($000) $14,336 Shares 395,156 Est. Cost $17.11 Unrealized +42.1%
LOW Lowes 0.5%
Value ($000) $14,208 Shares 148,662 Est. Cost $38.45 Unrealized +104.7%
NVS Novartis A G ADR 0.5%
Value ($000) $13,801 Shares 182,704 Est. Cost $73.09 Unrealized
SLB Schlumberger 0.5%
Value ($000) $13,726 Shares 204,775 Est. Cost $55.14 Unrealized -0.1%
GOOG Alphabet Inc. Class C 0.4%
Value ($000) $12,339 Shares 11,060 Est. Cost $35.61 Unrealized +50.6%
TJX TJX Corp 0.4%
Value ($000) $12,128 Shares 127,420 Est. Cost $24.28 Unrealized +62.9%
SPY SPDR S&P 500 ETF Index 0.4%
Value ($000) $11,779 Shares 43,421 Est. Cost $227.04 Unrealized
SBUX Starbucks 0.4%
Value ($000) $11,428 Shares 233,931 Est. Cost $41.32 Unrealized +16.3%
Activision Blizzard Inc 0.4%
Value ($000) $10,942 Shares 143,365 Est. Cost $76.32 Unrealized
VEA Vanguard FTSE ETF Developed Ma 0.4%
Value ($000) $10,634 Shares 247,870 Est. Cost $41.06 Unrealized
CNI Canadian National Railway 0.4%
Value ($000) $10,338 Shares 126,462 Est. Cost $42.11 Unrealized +63.7%
BUD Anheuser-Busch InBev SA/NV 0.4%
Value ($000) $10,048 Shares 99,727 Est. Cost $91.34 Unrealized
IBM International Business Machine 0.4%
Value ($000) $9,987 Shares 71,493 Est. Cost $115.85 Unrealized -13.7%
SWK Stanley Black & Decker Inc 0.3%
Value ($000) $9,766 Shares 73,535 Est. Cost $85.53 Unrealized +35.6%
DowDupont Inc 0.3%
Value ($000) $9,354 Shares 141,895 Est. Cost $69.17 Unrealized
EPD Enterprise Products LP 0.3%
Value ($000) $9,062 Shares 327,492 Est. Cost $47.78 Unrealized
GD General Dynamics 0.3%
Value ($000) $9,024 Shares 48,407 Est. Cost $144.40 Unrealized +19.2%
ORCL Oracle 0.3%
Value ($000) $9,012 Shares 204,543 Est. Cost $39.70 Unrealized +3.7%
STT State Street 0.3%
Value ($000) $8,953 Shares 96,180 Est. Cost $47.98 Unrealized +62.3%
EOG EOG Resources 0.3%
Value ($000) $8,679 Shares 69,748 Est. Cost $73.26 Unrealized +19.1%
Coherent Inc 0.3%
Value ($000) $8,344 Shares 53,346 Est. Cost $156.41 Unrealized
ILMN Illumina Inc 0.3%
Value ($000) $8,225 Shares 29,451 Est. Cost $236.88 Unrealized +7.4%
VWO Vanguard Emerging Markets Stoc 0.3%
Value ($000) $8,045 Shares 190,645 Est. Cost $41.17 Unrealized
KHC Kraft Heinz Co 0.3%
Value ($000) $7,650 Shares 121,766 Est. Cost $45.05 Unrealized -8.8%
SYK Stryker 0.3%
Value ($000) $7,536 Shares 44,630 Est. Cost $64.36 Unrealized +140.5%
BAC Bank of America 0.3%
Value ($000) $7,514 Shares 266,547 Est. Cost $17.14 Unrealized +45.0%
CL Colgate-Palmolive 0.3%
Value ($000) $7,392 Shares 114,062 Est. Cost $47.02 Unrealized +16.1%
O Realty Income Corp 0.3%
Value ($000) $7,214 Shares 134,122 Est. Cost $25.31 Unrealized +38.9%
KMI Kinder Morgan Inc 0.3%
Value ($000) $7,086 Shares 401,007 Est. Cost $12.54 Unrealized -15.7%
WFC Wells Fargo 0.3%
Value ($000) $7,073 Shares 127,575 Est. Cost $40.69 Unrealized +6.5%
ECL Ecolab 0.3%
Value ($000) $7,056 Shares 50,283 Est. Cost $100.79 Unrealized +31.9%
AIN Albany International 0.2%
Value ($000) $6,967 Shares 115,819 Est. Cost $45.47 Unrealized +24.1%
VZ Verizon 0.2%
Value ($000) $6,896 Shares 137,080 Est. Cost $26.61 Unrealized +21.0%
Ansys 0.2%
Value ($000) $6,635 Shares 38,094 Est. Cost $75.56 Unrealized
MTD Mettler-Toledo International 0.2%
Value ($000) $6,541 Shares 11,304 Est. Cost $609.28 Unrealized -6.4%
CDXS Codexis Inc. 0.2%
Value ($000) $6,404 Shares 444,698 Est. Cost $9.58 Unrealized +36.2%
TE Connectivity Limited 0.2%
Value ($000) $6,091 Shares 67,628 Est. Cost $66.60 Unrealized
EFA iShares MSCI EAFE Index Fund 0.2%
Value ($000) $6,045 Shares 90,261 Est. Cost $67.53 Unrealized
MTB M&T Bank 0.2%
Value ($000) $6,026 Shares 35,417 Est. Cost $105.22 Unrealized +34.5%
LMT Lockheed Martin 0.2%
Value ($000) $6,019 Shares 20,374 Est. Cost $118.54 Unrealized +121.5%
IQV IQVIA Holdings 0.2%
Value ($000) $5,879 Shares 58,901 Est. Cost $101.80 Unrealized -1.9%
BDX Becton Dickinson 0.2%
Value ($000) $5,774 Shares 24,103 Est. Cost $114.56 Unrealized +73.2%
NI Nisource 0.2%
Value ($000) $5,650 Shares 215,000 Est. Cost $7.81 Unrealized +144.9%
NVR Inc 0.2%
Value ($000) $5,531 Shares 1,862 Est. Cost $1951.85 Unrealized
MOS Mosaic Company 0.2%
Value ($000) $5,479 Shares 195,329 Est. Cost $22.28 Unrealized +7.3%
INTC Intel 0.2%
Value ($000) $5,243 Shares 105,467 Est. Cost $20.13 Unrealized +123.8%
APD Air Products & Chemicals Inc 0.2%
Value ($000) $5,217 Shares 33,502 Est. Cost $78.50 Unrealized +72.7%
MET Metlife Inc 0.2%
Value ($000) $5,037 Shares 115,520 Est. Cost $35.96 Unrealized -0.1%
SSNC SS & C Technologies 0.2%
Value ($000) $4,967 Shares 95,700 Est. Cost $31.77 Unrealized +59.3%
WLK Westlake Chemical Corp 0.2%
Value ($000) $4,767 Shares 44,295 Est. Cost $85.63 Unrealized +16.0%
VGK Vanguard FTSE Europe ETF 0.2%
Value ($000) $4,761 Shares 84,824 Est. Cost $54.55 Unrealized
WAB Wabtec Corp 0.2%
Value ($000) $4,684 Shares 47,510 Est. Cost $88.89 Unrealized 0.0%
NEE NextEra Energy 0.2%
Value ($000) $4,663 Shares 27,919 Est. Cost $15.38 Unrealized +117.2%
CME CME Group Inc 0.2%
Value ($000) $4,653 Shares 28,386 Est. Cost $40.54 Unrealized +207.7%
UTL Unitil Corp 0.2%
Value ($000) $4,519 Shares 88,534 Est. Cost $29.13 Unrealized +65.3%
TRV The Travelers Companies Inc 0.2%
Value ($000) $4,421 Shares 36,141 Est. Cost $73.34 Unrealized +51.2%
CTSH Cognizant Technology Solutions 0.2%
Value ($000) $4,400 Shares 55,699 Est. Cost $49.40 Unrealized +42.6%
BA Boeing 0.2%
Value ($000) $4,328 Shares 12,900 Est. Cost $122.26 Unrealized +170.2%
Store Capital Corp 0.2%
Value ($000) $4,318 Shares 157,598 Est. Cost $25.46 Unrealized
ACN Accenture Plc Class A F 0.2%
Value ($000) $4,295 Shares 26,252 Est. Cost $84.74 Unrealized +64.4%
VIG Vanguard Dividend Appreciation 0.2%
Value ($000) $4,220 Shares 41,525 Est. Cost $70.48 Unrealized
UNH United Health Group 0.2%
Value ($000) $4,218 Shares 17,193 Est. Cost $98.58 Unrealized +115.2%
BAX Baxter International 0.2%
Value ($000) $4,215 Shares 57,083 Est. Cost $38.38 Unrealized +60.3%
NOVT Novanta Inc. 0.1%
Value ($000) $4,183 Shares 67,140 Est. Cost $60.78 Unrealized +0.6%
CIGNA 0.1%
Value ($000) $4,176 Shares 24,574 Est. Cost $87.39 Unrealized
D Dominion Energy 0.1%
Value ($000) $4,175 Shares 61,233 Est. Cost $35.85 Unrealized +29.3%
TransCanada 0.1%
Value ($000) $4,012 Shares 92,865 Est. Cost $48.09 Unrealized
VBK Vanguard Small Cap Growth 0.1%
Value ($000) $4,006 Shares 22,785 Est. Cost $129.81 Unrealized
EEM iShares MSCI Emerg Mkts ETF 0.1%
Value ($000) $4,003 Shares 92,385 Est. Cost $44.01 Unrealized
EMR Emerson Electric 0.1%
Value ($000) $3,959 Shares 57,263 Est. Cost $40.49 Unrealized +44.9%
V Visa Incorporated 0.1%
Value ($000) $3,930 Shares 29,671 Est. Cost $64.22 Unrealized +90.1%
PYPL PayPal Holdings 0.1%
Value ($000) $3,865 Shares 46,410 Est. Cost $44.07 Unrealized +80.4%
Alerian MLP 0.1%
Value ($000) $3,841 Shares 380,291 Est. Cost $11.97 Unrealized
ADI Analog Devices 0.1%
Value ($000) $3,781 Shares 39,415 Est. Cost $34.91 Unrealized +134.7%
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $3,712 Shares 27,336 Est. Cost $114.15 Unrealized
HSIC Henry Schein 0.1%
Value ($000) $3,625 Shares 49,902 Est. Cost $55.41 Unrealized +1.7%
VGT Vanguard Information Techology 0.1%
Value ($000) $3,399 Shares 18,735 Est. Cost $117.18 Unrealized
KMB Kimberly-Clark 0.1%
Value ($000) $3,386 Shares 32,142 Est. Cost $63.66 Unrealized +24.7%
Aetna 0.1%
Value ($000) $3,296 Shares 17,963 Est. Cost $84.97 Unrealized
General Electric 0.1%
Value ($000) $3,292 Shares 241,917 Est. Cost $24.78 Unrealized
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $3,270 Shares 20,744 Est. Cost $147.03 Unrealized
SHW Sherwin-Williams 0.1%
Value ($000) $3,224 Shares 7,910 Est. Cost $68.96 Unrealized +75.3%
FISV Fiserv 0.1%
Value ($000) $3,217 Shares 43,419 Est. Cost $52.22 Unrealized +39.1%
Nielsen Holdings PLC 0.1%
Value ($000) $3,162 Shares 102,243 Est. Cost $43.49 Unrealized
LLY Eli Lilly 0.1%
Value ($000) $3,117 Shares 36,528 Est. Cost $46.41 Unrealized +58.8%
NSC Norfolk Southern 0.1%
Value ($000) $3,058 Shares 20,270 Est. Cost $58.57 Unrealized +113.9%
GILD Gilead Sciences 0.1%
Value ($000) $3,025 Shares 42,702 Est. Cost $52.26 Unrealized +0.9%
1/100 Berkshire Hathaway Class 0.1%
Value ($000) $2,820 Shares 1,000 Est. Cost $1832.18 Unrealized
Spirit Realty Capital Inc. 0.1%
Value ($000) $2,764 Shares 344,250 Est. Cost $10.61 Unrealized
AMGN Amgen 0.1%
Value ($000) $2,749 Shares 14,890 Est. Cost $123.12 Unrealized +13.9%
New Relic 0.1%
Value ($000) $2,710 Shares 26,940 Est. Cost $35.67 Unrealized
Dr Pepper Snapple Group Inc 0.1%
Value ($000) $2,659 Shares 21,795 Est. Cost $84.97 Unrealized
BMY Bristol-Myers Squibb 0.1%
Value ($000) $2,543 Shares 45,959 Est. Cost $33.75 Unrealized +20.4%
FAST Fastenal 0.1%
Value ($000) $2,463 Shares 51,169 Est. Cost $8.04 Unrealized +32.3%
JBHT Hunt JB Transport Services 0.1%
Value ($000) $2,397 Shares 19,724 Est. Cost $75.90 Unrealized +50.2%
GIS General Mills 0.1%
Value ($000) $2,391 Shares 54,031 Est. Cost $32.39 Unrealized +3.2%
SunTrust Banks 0.1%
Value ($000) $2,366 Shares 35,831 Est. Cost $66.23 Unrealized
T AT & T 0.1%
Value ($000) $2,296 Shares 71,491 Est. Cost $12.29 Unrealized +18.3%
Praxair 0.1%
Value ($000) $2,254 Shares 14,250 Est. Cost $119.12 Unrealized
VTR Ventas Inc REIT 0.1%
Value ($000) $2,254 Shares 39,584 Est. Cost $39.51 Unrealized -3.9%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $2,247 Shares 13,718 Est. Cost $124.99 Unrealized
CTRA Cabot Oil & Gas Corp Cl A 0.1%
Value ($000) $2,205 Shares 92,662 Est. Cost $18.03 Unrealized -4.6%
ISRG Intuitive Surgical 0.1%
Value ($000) $2,183 Shares 4,562 Est. Cost $101.43 Unrealized +50.3%
CHTR Charter Communications 0.1%
Value ($000) $2,160 Shares 7,366 Est. Cost $218.51 Unrealized +31.5%
Celgene Corp 0.1%
Value ($000) $2,120 Shares 26,688 Est. Cost $109.10 Unrealized
Royal Dutch Shell B ADRF Spons 0.1%
Value ($000) $2,101 Shares 28,926 Est. Cost $59.09 Unrealized
EWBC East West Bancorp 0.1%
Value ($000) $2,098 Shares 32,175 Est. Cost $35.22 Unrealized +58.7%
CRM Salesforce.com Inc 0.1%
Value ($000) $2,066 Shares 15,150 Est. Cost $126.05 Unrealized 0.0%
STZ Constellation Brands Inc Cl A 0.1%
Value ($000) $2,050 Shares 9,367 Est. Cost $58.82 Unrealized +239.4%
SPG Simon Property Group 0.1%
Value ($000) $2,019 Shares 11,862 Est. Cost $100.61 Unrealized +4.6%
Walgreens Boots Alliance Inc 0.1%
Value ($000) $1,989 Shares 33,147 Est. Cost $78.48 Unrealized
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $1,974 Shares 7 Est. Cost $177565.06 Unrealized +65.0%
PCH Potlatch Corporation 0.1%
Value ($000) $1,961 Shares 38,566 Est. Cost $40.45 Unrealized
WAT Waters Corp 0.1%
Value ($000) $1,918 Shares 9,910 Est. Cost $144.63 Unrealized +36.2%
DAL Delta Airlines 0.1%
Value ($000) $1,883 Shares 38,007 Est. Cost $36.02 Unrealized +37.1%
CVS CVS Health Corp 0.1%
Value ($000) $1,865 Shares 28,977 Est. Cost $65.56 Unrealized -21.2%
BABA Alibaba Group Holding-SP ADR 0.1%
Value ($000) $1,857 Shares 10,009 Est. Cost $99.88 Unrealized
IT Gartner Group Inc Cl A 0.1%
Value ($000) $1,805 Shares 13,583 Est. Cost $128.01 Unrealized 0.0%
AJG Arthur J Gallagher 0.1%
Value ($000) $1,786 Shares 27,363 Est. Cost $43.08 Unrealized +41.5%
TXN Texas Instruments 0.1%
Value ($000) $1,775 Shares 16,098 Est. Cost $37.85 Unrealized +130.6%
Maxwell Tech 0.1%
Value ($000) $1,770 Shares 340,465 Est. Cost $5.20 Unrealized
ES Eversource Energy 0.1%
Value ($000) $1,766 Shares 30,123 Est. Cost $36.21 Unrealized +21.7%
Peoples United Financial Inc 0.1%
Value ($000) $1,710 Shares 94,549 Est. Cost $15.91 Unrealized
SMTC Semtech Corp 0.1%
Value ($000) $1,705 Shares 36,228 Est. Cost $44.82 Unrealized 0.0%
OXY Occidental Petroleum 0.1%
Value ($000) $1,672 Shares 19,984 Est. Cost $57.99 Unrealized +14.4%
QCOM Qualcomm 0.1%
Value ($000) $1,670 Shares 29,757 Est. Cost $44.15 Unrealized +4.0%
VTI Vanguard Total Stock Market Vi 0.1%
Value ($000) $1,667 Shares 11,872 Est. Cost $99.80 Unrealized
PM Philip Morris International 0.1%
Value ($000) $1,610 Shares 19,942 Est. Cost $51.76 Unrealized +9.3%
Anadarko 0.1%
Value ($000) $1,601 Shares 21,851 Est. Cost $85.19 Unrealized
CTSO CytoSorbents Corp 0.1%
Value ($000) $1,591 Shares 139,566 Est. Cost $9.47 Unrealized 0.0%
Royal Dutch Shell A ADRF ADR 0.1%
Value ($000) $1,583 Shares 22,863 Est. Cost $78.15 Unrealized
ROST Ross Stores 0.1%
Value ($000) $1,572 Shares 18,544 Est. Cost $52.07 Unrealized +44.9%
Express Scripts Holding Compan 0.1%
Value ($000) $1,544 Shares 20,003 Est. Cost $72.41 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $1,523 Shares 26,828 Est. Cost $24.42 Unrealized +31.8%
TSCO Tractor Supply Company 0.1%
Value ($000) $1,502 Shares 19,640 Est. Cost $13.00 Unrealized -4.9%
BK Bank of New York Mellon 0.1%
Value ($000) $1,485 Shares 27,537 Est. Cost $23.13 Unrealized +92.7%
DUK Duke Energy 0.1%
Value ($000) $1,439 Shares 18,198 Est. Cost $42.64 Unrealized +32.3%
Umpqua Holdings Corp 0.1%
Value ($000) $1,434 Shares 63,465 Est. Cost $20.79 Unrealized
EBAY Ebay 0.1%
Value ($000) $1,430 Shares 39,434 Est. Cost $26.73 Unrealized +29.6%
ITW Illinois Tool Works 0.1%
Value ($000) $1,427 Shares 10,301 Est. Cost $66.83 Unrealized +83.5%
AKAM Akamai Technology 0.1%
Value ($000) $1,415 Shares 19,320 Est. Cost $75.02 Unrealized 0.0%
OMC Omnicom 0.0%
Value ($000) $1,390 Shares 18,228 Est. Cost $50.86 Unrealized +10.3%
DCI Donaldson 0.0%
Value ($000) $1,389 Shares 30,790 Est. Cost $42.18 Unrealized -3.3%
TGT Target 0.0%
Value ($000) $1,355 Shares 17,803 Est. Cost $50.25 Unrealized +18.7%
PKG Packaging Corp. America 0.0%
Value ($000) $1,330 Shares 11,900 Est. Cost $94.08 Unrealized -1.7%
INTU Intuit 0.0%
Value ($000) $1,330 Shares 6,509 Est. Cost $67.00 Unrealized +172.0%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $1,300 Shares 6,325 Est. Cost $30.95 Unrealized +7.7%
ZION Zions Bancorp 0.0%
Value ($000) $1,272 Shares 24,140 Est. Cost $36.73 Unrealized +50.3%
MDT Medtronic PLC 0.0%
Value ($000) $1,252 Shares 14,630 Est. Cost $58.38 Unrealized +17.4%
NGD New Gold Inc 0.0%
Value ($000) $1,240 Shares 596,165 Est. Cost $2.98 Unrealized -22.5%
SYY Sysco 0.0%
Value ($000) $1,219 Shares 17,849 Est. Cost $28.69 Unrealized +82.2%
BIIB Biogen Inc 0.0%
Value ($000) $1,170 Shares 4,032 Est. Cost $293.81 Unrealized -4.3%
SVB Financial Group 0.0%
Value ($000) $1,162 Shares 4,023 Est. Cost $190.97 Unrealized
SLAB Silicon Laboratories Inc 0.0%
Value ($000) $1,158 Shares 11,625 Est. Cost $72.88 Unrealized +37.2%
DHI D R Horton Inc 0.0%
Value ($000) $1,158 Shares 28,254 Est. Cost $26.06 Unrealized +52.2%
MTDR Matador Resources Co 0.0%
Value ($000) $1,133 Shares 37,720 Est. Cost $24.86 Unrealized +21.3%
DXJ WisdomTree Japan Hedged EQ 0.0%
Value ($000) $1,119 Shares 20,733 Est. Cost $51.32 Unrealized
GTT Communications Inc 0.0%
Value ($000) $1,089 Shares 24,200 Est. Cost $20.11 Unrealized
NVDA Nvidia Corp 0.0%
Value ($000) $1,085 Shares 4,579 Est. Cost $5.94 Unrealized +1.2%
Bunge Limited 0.0%
Value ($000) $1,080 Shares 15,499 Est. Cost $71.31 Unrealized
WRB WR Berkley Corporation 0.0%
Value ($000) $1,058 Shares 14,606 Est. Cost $10.95 Unrealized +70.4%
HP Helmerich & Payne 0.0%
Value ($000) $1,001 Shares 15,700 Est. Cost $63.39 Unrealized +7.3%
Discover Financial Services 0.0%
Value ($000) $1,000 Shares 14,203 Est. Cost $61.70 Unrealized
Stericycle 0.0%
Value ($000) $969 Shares 14,835 Est. Cost $99.99 Unrealized
CFR Cullen/Frost Bankers 0.0%
Value ($000) $963 Shares 8,900 Est. Cost $47.20 Unrealized +90.3%
IJH iShares Core S&P MidCap ETF 0.0%
Value ($000) $948 Shares 4,867 Est. Cost $169.30 Unrealized
VFC V F Corp 0.0%
Value ($000) $931 Shares 11,417 Est. Cost $57.65 Unrealized +30.7%
AWK American Water Works Company I 0.0%
Value ($000) $923 Shares 10,810 Est. Cost $37.53 Unrealized +90.8%
PRLB Proto Labs Inc 0.0%
Value ($000) $922 Shares 7,755 Est. Cost $72.28 Unrealized +69.4%
National Instruments 0.0%
Value ($000) $909 Shares 21,644 Est. Cost $27.65 Unrealized
CHD Church & Dwight 0.0%
Value ($000) $903 Shares 16,990 Est. Cost $35.92 Unrealized +22.8%
Brookfield Asset Management In 0.0%
Value ($000) $901 Shares 22,223 Est. Cost $36.83 Unrealized
BNS Bank of Nova Scotia 0.0%
Value ($000) $883 Shares 15,430 Est. Cost $31.52 Unrealized +27.7%
WMT Walmart 0.0%
Value ($000) $867 Shares 10,124 Est. Cost $21.48 Unrealized +17.6%
CCOI Cogent Communications Group 0.0%
Value ($000) $857 Shares 16,048 Est. Cost $18.42 Unrealized +82.0%
PAA Plains All American Pipeline L 0.0%
Value ($000) $852 Shares 36,050 Est. Cost $50.93 Unrealized
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $849 Shares 10,419 Est. Cost $76.93 Unrealized
EZM Wisdom Tree MidCap Earnings Fu 0.0%
Value ($000) $844 Shares 21,000 Est. Cost $38.67 Unrealized
TPR Tapestry Inc 0.0%
Value ($000) $841 Shares 18,000 Est. Cost $32.95 Unrealized +18.4%
AMT Amer Tower Cl A 0.0%
Value ($000) $819 Shares 5,680 Est. Cost $83.95 Unrealized +35.6%
PAYX Paychex 0.0%
Value ($000) $803 Shares 11,747 Est. Cost $27.23 Unrealized +89.3%
NTR Nutrien Ltd 0.0%
Value ($000) $776 Shares 14,264 Est. Cost $38.37 Unrealized -0.1%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $755 Shares 6,773 Est. Cost $99.70 Unrealized +2.6%
JCI Johnson Controls 0.0%
Value ($000) $754 Shares 22,549 Est. Cost $33.25 Unrealized -12.0%
Genesee & Wyoming CL A Class A 0.0%
Value ($000) $744 Shares 9,155 Est. Cost $69.92 Unrealized
Tableau Software, Inc 0.0%
Value ($000) $743 Shares 7,605 Est. Cost $97.70 Unrealized
ForeScout Technologies 0.0%
Value ($000) $741 Shares 21,635 Est. Cost $32.42 Unrealized
BlackRock Inc 0.0%
Value ($000) $716 Shares 1,435 Est. Cost $361.22 Unrealized
WBS Webster Financial 0.0%
Value ($000) $703 Shares 11,030 Est. Cost $24.92 Unrealized +149.8%
Oaktree Capital Group LLC 0.0%
Value ($000) $698 Shares 17,175 Est. Cost $40.07 Unrealized
Allergan PLC 0.0%
Value ($000) $697 Shares 4,178 Est. Cost $237.90 Unrealized
EWH iShares MSCI Hong Kong Index 0.0%
Value ($000) $683 Shares 28,196 Est. Cost $18.60 Unrealized
PPG PPG Industries 0.0%
Value ($000) $666 Shares 6,424 Est. Cost $80.28 Unrealized +14.1%
GenMark Diagnostics, Inc 0.0%
Value ($000) $651 Shares 102,015 Est. Cost $6.38 Unrealized
NEM Newmont Mng 0.0%
Value ($000) $648 Shares 17,188 Est. Cost $29.52 Unrealized +6.2%
KFRC Kforce Inc 0.0%
Value ($000) $648 Shares 18,886 Est. Cost $31.54 Unrealized 0.0%
Kellogg 0.0%
Value ($000) $647 Shares 9,256 Est. Cost $40.27 Unrealized +11.6%
IP International Paper 0.0%
Value ($000) $640 Shares 12,293 Est. Cost $26.83 Unrealized +35.5%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $639 Shares 5,507 Est. Cost $54.14 Unrealized +59.8%
IWB iShares Russell 1000 Index 0.0%
Value ($000) $635 Shares 4,181 Est. Cost $106.71 Unrealized
GWW Grainger W W 0.0%
Value ($000) $631 Shares 2,047 Est. Cost $207.65 Unrealized +29.8%
NTRS Northern Trust Corp 0.0%
Value ($000) $621 Shares 6,031 Est. Cost $40.35 Unrealized +109.0%
AFL AFLAC 0.0%
Value ($000) $607 Shares 14,103 Est. Cost $30.67 Unrealized +22.5%
HCSG Healthcare Services 0.0%
Value ($000) $595 Shares 13,770 Est. Cost $23.84 Unrealized +66.5%
LECO Lincoln Electric 0.0%
Value ($000) $578 Shares 6,590 Est. Cost $78.04 Unrealized +14.1%
ALGN Align Technology Inc 0.0%
Value ($000) $577 Shares 1,685 Est. Cost $135.62 Unrealized +120.0%
CDK Global Inc 0.0%
Value ($000) $564 Shares 8,676 Est. Cost $43.11 Unrealized
LNC Lincoln National 0.0%
Value ($000) $554 Shares 8,900 Est. Cost $35.63 Unrealized +37.7%
CHKP Check Point Software 0.0%
Value ($000) $548 Shares 5,614 Est. Cost $48.69 Unrealized +103.4%
HSY Hershey Foods 0.0%
Value ($000) $536 Shares 5,762 Est. Cost $73.67 Unrealized +5.6%
AMP Ameriprise Financial Inc Com 0.0%
Value ($000) $523 Shares 3,740 Est. Cost $68.66 Unrealized +78.4%
WPC WP Carey Inc 0.0%
Value ($000) $519 Shares 7,825 Est. Cost $63.75 Unrealized
PEG Public Service Enterprise 0.0%
Value ($000) $518 Shares 9,572 Est. Cost $28.55 Unrealized +39.0%
Ultimate Software 0.0%
Value ($000) $515 Shares 2,000 Est. Cost $257.50 Unrealized
Dunkin Brands 0.0%
Value ($000) $506 Shares 7,330 Est. Cost $45.01 Unrealized
AZO AutoZone Inc 0.0%
Value ($000) $487 Shares 726 Est. Cost $525.16 Unrealized +22.9%
Ingersoll-Rand PLC 0.0%
Value ($000) $486 Shares 5,420 Est. Cost $75.40 Unrealized
HWC Hancock Whitney Corp 0.0%
Value ($000) $485 Shares 10,400 Est. Cost $28.84 Unrealized +75.9%
IWF iShares Tr Russell 1000 Growth 0.0%
Value ($000) $477 Shares 3,316 Est. Cost $82.73 Unrealized
WM Waste Management 0.0%
Value ($000) $473 Shares 5,811 Est. Cost $50.34 Unrealized +44.4%
GLW Corning 0.0%
Value ($000) $472 Shares 17,164 Est. Cost $17.34 Unrealized +29.1%
VB Vanguard Small Cap ETF 0.0%
Value ($000) $471 Shares 3,025 Est. Cost $139.87 Unrealized
CATY Cathay Bancorp 0.0%
Value ($000) $468 Shares 11,554 Est. Cost $14.21 Unrealized +125.3%
Cooper Companies 0.0%
Value ($000) $467 Shares 1,984 Est. Cost $162.10 Unrealized
GTLS Chart Industries Inc 0.0%
Value ($000) $462 Shares 7,490 Est. Cost $53.79 Unrealized +16.8%
YUM Yum Brands Inc 0.0%
Value ($000) $461 Shares 5,892 Est. Cost $46.25 Unrealized +56.9%
Energous Corp 0.0%
Value ($000) $458 Shares 30,885 Est. Cost $14.83 Unrealized
JD JD.Com Inc-ADR 0.0%
Value ($000) $454 Shares 11,650 Est. Cost $40.81 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $452 Shares 1,811 Est. Cost $249.59 Unrealized
PSX Phillips 66 0.0%
Value ($000) $447 Shares 3,977 Est. Cost $51.59 Unrealized +61.1%
HPQ HP Inc 0.0%
Value ($000) $444 Shares 19,587 Est. Cost $9.82 Unrealized +75.5%
IGV iShares North America Tech 0.0%
Value ($000) $438 Shares 2,400 Est. Cost $146.25 Unrealized
QQQ Invesco QQQ Trust Series 1 0.0%
Value ($000) $437 Shares 2,546 Est. Cost $171.64 Unrealized
SPGI S&P Global Inc 0.0%
Value ($000) $431 Shares 2,112 Est. Cost $172.26 Unrealized +7.3%
DAIO Data I O Corp 0.0%
Value ($000) $428 Shares 67,418 Est. Cost $9.95 Unrealized -29.0%
AXGN Axogen Inc 0.0%
Value ($000) $427 Shares 8,500 Est. Cost $12.97 Unrealized +239.8%
Kansas City Southern Inds 0.0%
Value ($000) $422 Shares 3,980 Est. Cost $103.31 Unrealized
Pretium Resources 0.0%
Value ($000) $419 Shares 57,140 Est. Cost $8.48 Unrealized
CCJ Cameco Corporation 0.0%
Value ($000) $416 Shares 36,955 Est. Cost $10.58 Unrealized 0.0%
MORN MorningStar Inc 0.0%
Value ($000) $408 Shares 3,181 Est. Cost $68.45 Unrealized +67.1%
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $406 Shares 3,343 Est. Cost $103.05 Unrealized
FDX FedEx Corporation 0.0%
Value ($000) $406 Shares 1,786 Est. Cost $189.58 Unrealized +14.2%
GS Goldman Sachs 0.0%
Value ($000) $404 Shares 1,831 Est. Cost $162.60 Unrealized +23.4%
BKNG Booking Holdings Inc 0.0%
Value ($000) $389 Shares 192 Est. Cost $2072.14 Unrealized 0.0%
DGX Quest Diagnostics 0.0%
Value ($000) $380 Shares 3,457 Est. Cost $47.33 Unrealized +89.1%
EMN Eastman Chemical 0.0%
Value ($000) $371 Shares 3,713 Est. Cost $78.27 Unrealized +3.3%
NFLX Netflix 0.0%
Value ($000) $357 Shares 912 Est. Cost $34.09 Unrealized 0.0%
Spirit MTA Reit 0.0%
Value ($000) $355 Shares 34,424 Est. Cost $10.31 Unrealized
PGR Progressive 0.0%
Value ($000) $342 Shares 5,787 Est. Cost $24.47 Unrealized +97.3%
Varian Medical 0.0%
Value ($000) $332 Shares 2,921 Est. Cost $69.29 Unrealized
SJM Smucker 0.0%
Value ($000) $331 Shares 3,084 Est. Cost $72.00 Unrealized +22.0%
GATX GATX Corp 0.0%
Value ($000) $325 Shares 4,375 Est. Cost $35.78 Unrealized +67.8%
MAR Marriott International 0.0%
Value ($000) $325 Shares 2,567 Est. Cost $69.39 Unrealized +84.0%
CLX Clorox 0.0%
Value ($000) $318 Shares 2,349 Est. Cost $100.92 Unrealized -2.0%
ALNY Alnylam Pharmaceuticals 0.0%
Value ($000) $313 Shares 3,175 Est. Cost $65.80 Unrealized +50.7%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $310 Shares 900 Est. Cost $374.62 Unrealized -17.0%
XLK Select Sector S&P Technology I 0.0%
Value ($000) $305 Shares 4,395 Est. Cost $43.12 Unrealized
First Republic Bank/CA 0.0%
Value ($000) $301 Shares 3,108 Est. Cost $96.85 Unrealized
Spirit AeroSystems Holdings In 0.0%
Value ($000) $301 Shares 3,500 Est. Cost $87.14 Unrealized
Aptiv Plc 0.0%
Value ($000) $296 Shares 3,234 Est. Cost $91.53 Unrealized
DGS WisdomTree EM Small Cap 0.0%
Value ($000) $290 Shares 6,085 Est. Cost $47.12 Unrealized
BIP Brookfield Infrastructure Part 0.0%
Value ($000) $286 Shares 7,447 Est. Cost $39.52 Unrealized
APPN Appian Corp 0.0%
Value ($000) $283 Shares 7,815 Est. Cost $31.00 Unrealized 0.0%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $283 Shares 1,663 Est. Cost $162.27 Unrealized -4.5%
HSBC HSBC Holding Plc 0.0%
Value ($000) $283 Shares 6,000 Est. Cost $47.16 Unrealized
The Blackstone Group LP 0.0%
Value ($000) $281 Shares 8,750 Est. Cost $33.08 Unrealized
FSLR First Solar Inc 0.0%
Value ($000) $281 Shares 5,331 Est. Cost $54.70 Unrealized +19.6%
iShares MSCI Germany 0.0%
Value ($000) $278 Shares 10,000 Est. Cost $25.04 Unrealized
ED Consolidated Edison 0.0%
Value ($000) $278 Shares 3,563 Est. Cost $40.94 Unrealized +41.7%
MCHP Microchip Technology 0.0%
Value ($000) $277 Shares 3,050 Est. Cost $19.20 Unrealized +109.3%
WEC WEC Energy Group Inc 0.0%
Value ($000) $276 Shares 4,275 Est. Cost $41.59 Unrealized +17.2%
RSP Invesco S&P 500 Equal Weight E 0.0%
Value ($000) $271 Shares 2,657 Est. Cost $101.99 Unrealized
NVO Novo Nordisk A/S ADR 0.0%
Value ($000) $270 Shares 5,846 Est. Cost $42.83 Unrealized
CHRW CH Robinson 0.0%
Value ($000) $270 Shares 3,232 Est. Cost $44.62 Unrealized +66.9%
ELV Anthem Inc 0.0%
Value ($000) $267 Shares 1,120 Est. Cost $171.40 Unrealized +22.2%
EW Edwards Lifesciences 0.0%
Value ($000) $266 Shares 1,828 Est. Cost $36.64 Unrealized +27.4%
ABBNY ABB Ltd ADR 0.0%
Value ($000) $263 Shares 12,075 Est. Cost $24.91 Unrealized
BR Broadridge Financial Solutions 0.0%
Value ($000) $262 Shares 2,280 Est. Cost $76.39 Unrealized +29.8%
RLJ Entertainment Inc 0.0%
Value ($000) $261 Shares 56,300 Est. Cost $1.61 Unrealized
BIDU Baidu Inc 0.0%
Value ($000) $258 Shares 1,060 Est. Cost $247.50 Unrealized
XEL XCEL Energy 0.0%
Value ($000) $256 Shares 5,609 Est. Cost $32.79 Unrealized +8.1%
IWP iShares Russell Midcap Growth 0.0%
Value ($000) $251 Shares 1,979 Est. Cost $122.79 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $243 Shares 16,604 Est. Cost $7.23 Unrealized +80.1%
EQT EQT Corp 0.0%
Value ($000) $237 Shares 4,290 Est. Cost $37.67 Unrealized -31.6%
XLF Financial Select Sectors SPDR 0.0%
Value ($000) $232 Shares 8,734 Est. Cost $22.91 Unrealized
XLI Sector SPDR Indl Select of Ben 0.0%
Value ($000) $231 Shares 3,226 Est. Cost $58.98 Unrealized
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $223 Shares 817 Est. Cost $210.78 Unrealized
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $223 Shares 2,846 Est. Cost $65.54 Unrealized 0.0%
IWR iShares Russell Midcap ETF 0.0%
Value ($000) $216 Shares 1,019 Est. Cost $211.97 Unrealized
YUMC Yum China Holdings Inc 0.0%
Value ($000) $213 Shares 5,531 Est. Cost $43.00 Unrealized -7.9%
RPM RPM International Inc 0.0%
Value ($000) $213 Shares 3,650 Est. Cost $50.15 Unrealized 0.0%
SNY Sanofi-Aventis ADR 0.0%
Value ($000) $209 Shares 5,216 Est. Cost $44.75 Unrealized
ALL Allstate 0.0%
Value ($000) $208 Shares 2,277 Est. Cost $79.61 Unrealized 0.0%
Pioneer Natural 0.0%
Value ($000) $207 Shares 1,095 Est. Cost $189.04 Unrealized
VDE Vanguard Energy ETF 0.0%
Value ($000) $207 Shares 1,967 Est. Cost $105.24 Unrealized
Energy Transfer Partners LP 0.0%
Value ($000) $206 Shares 10,795 Est. Cost $20.38 Unrealized
BXP Boston Properties 0.0%
Value ($000) $204 Shares 1,625 Est. Cost $83.74 Unrealized +2.1%
RSG Republic Services 0.0%
Value ($000) $203 Shares 2,966 Est. Cost $59.86 Unrealized 0.0%
HIG Hartford Financial 0.0%
Value ($000) $203 Shares 3,969 Est. Cost $40.24 Unrealized +9.8%
Histogenics Corp 0.0%
Value ($000) $180 Shares 72,200 Est. Cost $2.76 Unrealized
KFS Kingsway Financial Services In 0.0%
Value ($000) $179 Shares 65,038 Est. Cost $4.50 Unrealized -16.1%
Salisbury Bancorp 0.0%
Value ($000) $120 Shares 2,701 Est. Cost $35.91 Unrealized
DB Deutsche Bank 0.0%
Value ($000) $106 Shares 10,000 Est. Cost $14.99 Unrealized -25.5%
FSP Franklin Street Properties Cor 0.0%
Value ($000) $89 Shares 10,414 Est. Cost $13.20 Unrealized