BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 2, 2019

Total Value ($000): $2,865,241 (100.0% shares, 0.0% debt)

Holdings (342)

MSFT Microsoft 4.3%
Value ($000) $123,609 Shares 1,048,069 Est. Cost $31.49 Unrealized +224.9%
JPM J P Morgan Chase 3.1%
Value ($000) $88,824 Shares 877,443 Est. Cost $45.43 Unrealized +87.9%
DHR Danaher 2.9%
Value ($000) $83,439 Shares 632,017 Est. Cost $50.94 Unrealized +95.1%
AAPL Apple Inc 2.8%
Value ($000) $79,808 Shares 420,155 Est. Cost $20.51 Unrealized +97.2%
GOOGL Alphabet Inc. Class A 2.4%
Value ($000) $69,334 Shares 58,913 Est. Cost $36.98 Unrealized +51.5%
United Technologies 2.4%
Value ($000) $68,870 Shares 534,330 Est. Cost $100.66 Unrealized
TMO Thermo Fisher Scientific 2.2%
Value ($000) $64,355 Shares 235,111 Est. Cost $131.41 Unrealized +86.0%
PEP Pepsico 2.0%
Value ($000) $57,378 Shares 468,199 Est. Cost $62.70 Unrealized +47.4%
UNP Union Pacific 2.0%
Value ($000) $57,196 Shares 342,081 Est. Cost $72.74 Unrealized +89.8%
JNJ Johnson & Johnson 2.0%
Value ($000) $56,013 Shares 400,696 Est. Cost $62.63 Unrealized +76.2%
MRK Merck 1.8%
Value ($000) $50,827 Shares 611,122 Est. Cost $35.66 Unrealized +69.1%
DIS Walt Disney 1.8%
Value ($000) $50,679 Shares 456,447 Est. Cost $76.55 Unrealized +40.9%
MA Mastercard Inc Cl A 1.7%
Value ($000) $49,256 Shares 209,201 Est. Cost $85.92 Unrealized +141.2%
BRK/B Berkshire Hathaway Cl B 1.7%
Value ($000) $48,731 Shares 242,574 Est. Cost $147.73 Unrealized +36.6%
ADBE Adobe Inc. 1.6%
Value ($000) $46,324 Shares 173,830 Est. Cost $151.25 Unrealized +66.7%
Costco 1.6%
Value ($000) $44,540 Shares 183,943 Est. Cost $134.96 Unrealized
MRSH Marsh & McLennan 1.5%
Value ($000) $44,204 Shares 470,760 Est. Cost $31.19 Unrealized +154.4%
NSRGY Nestle SA Sponsored ADR 1.5%
Value ($000) $43,462 Shares 455,962 Est. Cost $66.74 Unrealized
CSCO Cisco Systems 1.5%
Value ($000) $41,786 Shares 773,960 Est. Cost $23.14 Unrealized +70.7%
AMZN Amazon.Com 1.3%
Value ($000) $38,112 Shares 21,402 Est. Cost $21.42 Unrealized +288.5%
NKE Nike Inc Class B 1.3%
Value ($000) $36,959 Shares 438,892 Est. Cost $44.91 Unrealized +67.8%
FTV Fortive Corp 1.2%
Value ($000) $34,974 Shares 416,902 Est. Cost $32.65 Unrealized +45.0%
MCD McDonalds 1.2%
Value ($000) $33,510 Shares 176,463 Est. Cost $77.53 Unrealized +99.4%
CMCSA Comcast Cl A 1.2%
Value ($000) $33,395 Shares 835,288 Est. Cost $28.00 Unrealized +12.6%
HON Honeywell International 1.1%
Value ($000) $32,297 Shares 203,231 Est. Cost $81.24 Unrealized +49.1%
HD Home Depot 1.1%
Value ($000) $30,991 Shares 161,503 Est. Cost $64.70 Unrealized +139.1%
ABT Abbott Labs 1.1%
Value ($000) $30,145 Shares 377,098 Est. Cost $29.86 Unrealized +121.4%
MDLZ Mondelez International 1.0%
Value ($000) $29,126 Shares 583,452 Est. Cost $29.36 Unrealized +32.0%
BDX Becton Dickinson 1.0%
Value ($000) $29,018 Shares 116,197 Est. Cost $189.12 Unrealized +12.5%
BALL Ball Corp 1.0%
Value ($000) $28,687 Shares 495,802 Est. Cost $37.46 Unrealized +31.6%
CVX Chevron Corp 1.0%
Value ($000) $28,331 Shares 229,997 Est. Cost $78.36 Unrealized +11.6%
DE Deere 1.0%
Value ($000) $28,259 Shares 176,797 Est. Cost $100.48 Unrealized +43.8%
Raytheon 1.0%
Value ($000) $28,232 Shares 155,053 Est. Cost $143.14 Unrealized
MKC McCormick 1.0%
Value ($000) $28,038 Shares 186,136 Est. Cost $30.16 Unrealized +95.9%
XOM Exxon Mobil 0.9%
Value ($000) $26,516 Shares 328,173 Est. Cost $53.28 Unrealized +4.0%
ADP Automatic Data Processing 0.9%
Value ($000) $26,044 Shares 163,037 Est. Cost $53.49 Unrealized +134.5%
ZTS Zoetis Inc 0.9%
Value ($000) $25,742 Shares 255,711 Est. Cost $33.32 Unrealized +157.8%
CTRA Cabot Oil & Gas Corp Cl A 0.9%
Value ($000) $25,499 Shares 976,977 Est. Cost $17.90 Unrealized +4.2%
WY Weyerhaeuser 0.8%
Value ($000) $24,136 Shares 916,321 Est. Cost $20.24 Unrealized -4.7%
GLD SPDR Gold Shares 0.8%
Value ($000) $23,870 Shares 195,638 Est. Cost $121.60 Unrealized
PG Procter & Gamble 0.8%
Value ($000) $23,282 Shares 223,762 Est. Cost $55.92 Unrealized +46.8%
AEM Agnico Eagle Mines Limited 0.8%
Value ($000) $22,816 Shares 524,509 Est. Cost $38.48 Unrealized -5.4%
APH Amphenol 0.8%
Value ($000) $21,841 Shares 231,269 Est. Cost $10.93 Unrealized +91.5%
CB Chubb Ltd 0.8%
Value ($000) $21,772 Shares 155,429 Est. Cost $102.61 Unrealized +15.5%
SSNC SS & C Technologies 0.7%
Value ($000) $20,443 Shares 320,979 Est. Cost $43.99 Unrealized +26.4%
DEO Diageo Plc ADR 0.7%
Value ($000) $20,113 Shares 122,932 Est. Cost $137.05 Unrealized
SBUX Starbucks 0.7%
Value ($000) $19,550 Shares 262,986 Est. Cost $41.83 Unrealized +41.7%
RBC Bearings Inc 0.7%
Value ($000) $19,544 Shares 153,684 Est. Cost $96.48 Unrealized
AXP American Express 0.7%
Value ($000) $18,866 Shares 172,610 Est. Cost $62.13 Unrealized +54.2%
SU Suncor Energy Inc 0.7%
Value ($000) $18,780 Shares 579,096 Est. Cost $20.10 Unrealized +23.4%
CCI Crown Castle International Cor 0.6%
Value ($000) $18,476 Shares 144,342 Est. Cost $62.41 Unrealized +39.9%
UNH United Health Group 0.6%
Value ($000) $18,279 Shares 73,926 Est. Cost $199.46 Unrealized +14.1%
ENB Enbridge Inc 0.6%
Value ($000) $17,937 Shares 494,678 Est. Cost $24.67 Unrealized -7.2%
KO Coca Cola 0.6%
Value ($000) $17,271 Shares 368,576 Est. Cost $28.55 Unrealized +32.3%
DLB Dolby Laboratories Inc 0.6%
Value ($000) $17,193 Shares 273,032 Est. Cost $50.71 Unrealized +14.1%
PFE Pfizer 0.6%
Value ($000) $16,695 Shares 393,097 Est. Cost $17.25 Unrealized +69.5%
TRU Transunion 0.6%
Value ($000) $16,607 Shares 248,459 Est. Cost $62.24 Unrealized -3.7%
NVS Novartis A G ADR 0.6%
Value ($000) $16,540 Shares 172,043 Est. Cost $73.52 Unrealized
CAT Caterpillar 0.6%
Value ($000) $16,339 Shares 120,595 Est. Cost $68.28 Unrealized +67.9%
MMM 3M Company 0.6%
Value ($000) $15,905 Shares 76,547 Est. Cost $70.70 Unrealized +85.4%
MTD Mettler-Toledo International 0.5%
Value ($000) $14,841 Shares 20,527 Est. Cost $598.94 Unrealized +8.5%
LOW Lowes 0.5%
Value ($000) $14,361 Shares 131,190 Est. Cost $38.45 Unrealized +129.0%
USB US Bancorp 0.5%
Value ($000) $13,854 Shares 287,489 Est. Cost $26.01 Unrealized +44.6%
SPY SPDR S&P 500 ETF Index 0.5%
Value ($000) $13,117 Shares 46,433 Est. Cost $230.63 Unrealized
TJX TJX Corp 0.4%
Value ($000) $12,646 Shares 237,660 Est. Cost $35.00 Unrealized +29.9%
GOOG Alphabet Inc. Class C 0.4%
Value ($000) $12,342 Shares 10,519 Est. Cost $35.61 Unrealized +56.4%
STZ Constellation Brands Inc Cl A 0.4%
Value ($000) $12,138 Shares 69,227 Est. Cost $153.66 Unrealized -2.0%
SWK Stanley Black & Decker Inc 0.4%
Value ($000) $11,794 Shares 86,610 Est. Cost $88.44 Unrealized +20.6%
ABBV Abbvie Inc 0.4%
Value ($000) $11,729 Shares 145,534 Est. Cost $28.57 Unrealized +113.6%
ORCL Oracle 0.4%
Value ($000) $11,091 Shares 206,507 Est. Cost $40.09 Unrealized +14.9%
Magellan Midstream Partners LP 0.4%
Value ($000) $10,802 Shares 178,156 Est. Cost $58.88 Unrealized
CNI Canadian National Railway 0.3%
Value ($000) $9,576 Shares 107,018 Est. Cost $42.11 Unrealized +75.0%
VEA Vanguard FTSE ETF Developed Ma 0.3%
Value ($000) $9,445 Shares 231,090 Est. Cost $41.05 Unrealized
META Facebook Inc 0.3%
Value ($000) $9,319 Shares 55,908 Est. Cost $114.95 Unrealized +37.4%
EPD Enterprise Products LP 0.3%
Value ($000) $9,280 Shares 318,892 Est. Cost $47.78 Unrealized
IBM International Business Machine 0.3%
Value ($000) $9,195 Shares 65,163 Est. Cost $115.85 Unrealized -18.3%
TECH Bio-Techne Corp 0.3%
Value ($000) $8,464 Shares 42,629 Est. Cost $43.22 Unrealized +0.9%
O Realty Income Corp 0.3%
Value ($000) $8,375 Shares 113,859 Est. Cost $25.31 Unrealized +87.8%
SYK Stryker 0.3%
Value ($000) $8,366 Shares 42,356 Est. Cost $68.06 Unrealized +145.5%
Peoples United Financial Inc 0.3%
Value ($000) $8,364 Shares 508,769 Est. Cost $15.99 Unrealized
VZ Verizon 0.3%
Value ($000) $8,124 Shares 137,386 Est. Cost $26.84 Unrealized +45.1%
ILMN Illumina Inc 0.3%
Value ($000) $8,023 Shares 25,823 Est. Cost $237.93 Unrealized +22.6%
Ansys 0.3%
Value ($000) $7,749 Shares 42,412 Est. Cost $89.30 Unrealized
EOG EOG Resources 0.3%
Value ($000) $7,486 Shares 78,653 Est. Cost $73.46 Unrealized -2.1%
STT State Street 0.3%
Value ($000) $7,280 Shares 110,621 Est. Cost $49.31 Unrealized +12.3%
BAC Bank of America 0.3%
Value ($000) $7,186 Shares 260,440 Est. Cost $17.14 Unrealized +39.4%
ECL Ecolab 0.2%
Value ($000) $7,119 Shares 40,327 Est. Cost $102.55 Unrealized +47.2%
VWO Vanguard Emerging Markets Stoc 0.2%
Value ($000) $6,801 Shares 160,024 Est. Cost $41.41 Unrealized
CL Colgate-Palmolive 0.2%
Value ($000) $6,698 Shares 97,729 Est. Cost $47.02 Unrealized +17.0%
DowDupont Inc 0.2%
Value ($000) $6,664 Shares 124,998 Est. Cost $69.17 Unrealized
APD Air Products & Chemicals Inc 0.2%
Value ($000) $6,255 Shares 32,755 Est. Cost $78.50 Unrealized +85.5%
NI Nisource 0.2%
Value ($000) $6,168 Shares 215,229 Est. Cost $7.81 Unrealized +175.2%
ServiceMaster Global Holdings 0.2%
Value ($000) $6,164 Shares 131,993 Est. Cost $36.74 Unrealized
IQV IQVIA Holdings 0.2%
Value ($000) $6,111 Shares 42,479 Est. Cost $101.80 Unrealized +30.9%
LMT Lockheed Martin 0.2%
Value ($000) $5,871 Shares 19,561 Est. Cost $122.71 Unrealized +98.5%
WFC Wells Fargo 0.2%
Value ($000) $5,779 Shares 119,601 Est. Cost $40.69 Unrealized +0.2%
Walgreens Boots Alliance Inc 0.2%
Value ($000) $5,735 Shares 90,647 Est. Cost $68.79 Unrealized
SLB Schlumberger 0.2%
Value ($000) $5,545 Shares 127,259 Est. Cost $53.33 Unrealized -33.0%
TRV The Travelers Companies Inc 0.2%
Value ($000) $5,401 Shares 39,374 Est. Cost $77.09 Unrealized +43.0%
Alerian MLP 0.2%
Value ($000) $5,242 Shares 522,615 Est. Cost $11.26 Unrealized
NOVT Novanta Inc. 0.2%
Value ($000) $5,147 Shares 60,740 Est. Cost $60.78 Unrealized +23.5%
Store Capital Corp 0.2%
Value ($000) $5,066 Shares 151,219 Est. Cost $25.46 Unrealized
BA Boeing 0.2%
Value ($000) $5,004 Shares 13,121 Est. Cost $132.11 Unrealized +184.0%
NEE NextEra Energy 0.2%
Value ($000) $4,978 Shares 25,753 Est. Cost $15.38 Unrealized +150.9%
V Visa Incorporated 0.2%
Value ($000) $4,977 Shares 31,866 Est. Cost $68.38 Unrealized +100.9%
BAX Baxter International 0.2%
Value ($000) $4,969 Shares 61,111 Est. Cost $39.84 Unrealized +60.8%
MTB M&T Bank 0.2%
Value ($000) $4,948 Shares 31,514 Est. Cost $107.81 Unrealized +22.3%
TE Connectivity Limited 0.2%
Value ($000) $4,811 Shares 59,583 Est. Cost $68.20 Unrealized
UTL Unitil Corp 0.2%
Value ($000) $4,796 Shares 88,534 Est. Cost $29.13 Unrealized +79.2%
INTC Intel 0.2%
Value ($000) $4,726 Shares 88,016 Est. Cost $20.13 Unrealized +117.7%
MTN Vail Resorts 0.2%
Value ($000) $4,700 Shares 21,630 Est. Cost $204.29 Unrealized 0.0%
D Dominion Energy 0.2%
Value ($000) $4,684 Shares 61,100 Est. Cost $35.85 Unrealized +50.3%
CME CME Group Inc 0.2%
Value ($000) $4,639 Shares 28,186 Est. Cost $40.54 Unrealized +240.3%
KMI Kinder Morgan Inc 0.2%
Value ($000) $4,616 Shares 230,669 Est. Cost $12.54 Unrealized -0.3%
CI CIGNA Corp 0.2%
Value ($000) $4,591 Shares 28,550 Est. Cost $190.77 Unrealized -12.5%
PYPL PayPal Holdings 0.2%
Value ($000) $4,553 Shares 43,847 Est. Cost $44.84 Unrealized +110.6%
VBK Vanguard Small Cap Growth 0.2%
Value ($000) $4,460 Shares 24,817 Est. Cost $132.27 Unrealized
ACN Accenture Plc Class A F 0.2%
Value ($000) $4,338 Shares 24,643 Est. Cost $85.41 Unrealized +66.4%
LLY Eli Lilly 0.2%
Value ($000) $4,299 Shares 33,130 Est. Cost $46.41 Unrealized +139.0%
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $4,193 Shares 26,085 Est. Cost $149.97 Unrealized
FISV Fiserv 0.1%
Value ($000) $4,057 Shares 45,952 Est. Cost $54.41 Unrealized +51.6%
MOS Mosaic Company 0.1%
Value ($000) $3,978 Shares 145,665 Est. Cost $22.28 Unrealized +20.8%
NSC Norfolk Southern 0.1%
Value ($000) $3,774 Shares 20,195 Est. Cost $58.57 Unrealized +156.9%
KMB Kimberly-Clark 0.1%
Value ($000) $3,624 Shares 29,247 Est. Cost $63.66 Unrealized +43.4%
ADI Analog Devices 0.1%
Value ($000) $3,614 Shares 34,335 Est. Cost $34.91 Unrealized +153.3%
VGT Vanguard Information Techology 0.1%
Value ($000) $3,611 Shares 17,997 Est. Cost $117.18 Unrealized
First Data Corp 0.1%
Value ($000) $3,587 Shares 136,549 Est. Cost $19.63 Unrealized
EMR Emerson Electric 0.1%
Value ($000) $3,576 Shares 52,234 Est. Cost $40.49 Unrealized +38.4%
C Citigroup 0.1%
Value ($000) $3,542 Shares 56,930 Est. Cost $51.36 Unrealized -5.0%
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $3,490 Shares 27,109 Est. Cost $115.51 Unrealized
FAST Fastenal 0.1%
Value ($000) $3,403 Shares 52,919 Est. Cost $8.17 Unrealized +54.6%
GD General Dynamics 0.1%
Value ($000) $3,346 Shares 19,765 Est. Cost $144.40 Unrealized -0.5%
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $3,332 Shares 51,371 Est. Cost $67.53 Unrealized
SHW Sherwin-Williams 0.1%
Value ($000) $3,252 Shares 7,551 Est. Cost $68.96 Unrealized +89.7%
CDXS Codexis Inc. 0.1%
Value ($000) $3,213 Shares 156,505 Est. Cost $9.58 Unrealized +102.9%
CTSH Cognizant Technology Solutions 0.1%
Value ($000) $3,159 Shares 43,602 Est. Cost $49.40 Unrealized +27.9%
1/100 Berkshire Hathaway Class 0.1%
Value ($000) $3,012 Shares 1,000 Est. Cost $1832.18 Unrealized
TransCanada 0.1%
Value ($000) $2,890 Shares 64,312 Est. Cost $48.09 Unrealized
GIS General Mills 0.1%
Value ($000) $2,864 Shares 55,350 Est. Cost $32.41 Unrealized +10.4%
DAL Delta Airlines 0.1%
Value ($000) $2,659 Shares 51,484 Est. Cost $39.05 Unrealized +19.8%
NVR Inc 0.1%
Value ($000) $2,629 Shares 950 Est. Cost $1951.85 Unrealized
AMGN Amgen 0.1%
Value ($000) $2,611 Shares 13,745 Est. Cost $123.12 Unrealized +25.6%
BABA Alibaba Group Holding-SP ADR 0.1%
Value ($000) $2,556 Shares 14,007 Est. Cost $124.32 Unrealized
GILD Gilead Sciences 0.1%
Value ($000) $2,472 Shares 38,020 Est. Cost $52.26 Unrealized -2.7%
CRM Salesforce.com Inc 0.1%
Value ($000) $2,444 Shares 15,432 Est. Cost $126.94 Unrealized +20.6%
AJG Arthur J Gallagher 0.1%
Value ($000) $2,412 Shares 30,889 Est. Cost $45.90 Unrealized +53.7%
TGT Target 0.1%
Value ($000) $2,295 Shares 28,592 Est. Cost $55.12 Unrealized +10.1%
ES Eversource Energy 0.1%
Value ($000) $2,277 Shares 32,088 Est. Cost $37.46 Unrealized +44.1%
HEI Heico Corp 0.1%
Value ($000) $2,257 Shares 23,790 Est. Cost $85.19 Unrealized +2.4%
Ceridian HCM Holding Inc 0.1%
Value ($000) $2,236 Shares 43,586 Est. Cost $37.60 Unrealized
ISRG Intuitive Surgical 0.1%
Value ($000) $2,228 Shares 3,904 Est. Cost $101.43 Unrealized +75.2%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $2,224 Shares 46,625 Est. Cost $33.75 Unrealized +13.5%
Linde Plc 0.1%
Value ($000) $2,212 Shares 12,572 Est. Cost $156.06 Unrealized
VTR Ventas Inc REIT 0.1%
Value ($000) $2,212 Shares 34,669 Est. Cost $39.62 Unrealized +19.3%
ROST Ross Stores 0.1%
Value ($000) $2,177 Shares 23,381 Est. Cost $59.64 Unrealized +43.7%
Spirit Realty Capital Inc. 0.1%
Value ($000) $2,176 Shares 54,774 Est. Cost $35.26 Unrealized
WAT Waters Corp 0.1%
Value ($000) $2,165 Shares 8,602 Est. Cost $144.63 Unrealized +57.5%
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $2,109 Shares 7 Est. Cost $177565.06 Unrealized +70.5%
VNQ Vanguard REIT Index ETF 0.1%
Value ($000) $2,107 Shares 24,244 Est. Cost $78.81 Unrealized
EEM iShares MSCI Emerg Mkts ETF 0.1%
Value ($000) $2,088 Shares 48,638 Est. Cost $44.01 Unrealized
SPG Simon Property Group 0.1%
Value ($000) $2,082 Shares 11,426 Est. Cost $100.61 Unrealized +20.9%
CVS CVS Health Corp 0.1%
Value ($000) $2,059 Shares 38,172 Est. Cost $63.34 Unrealized -21.9%
PCH Potlatch Corporation 0.1%
Value ($000) $2,035 Shares 53,859 Est. Cost $39.52 Unrealized
IONS Ionis Pharmaceuticals Inc 0.1%
Value ($000) $2,019 Shares 24,877 Est. Cost $64.51 Unrealized 0.0%
JBHT Hunt JB Transport Services 0.1%
Value ($000) $1,981 Shares 19,561 Est. Cost $75.90 Unrealized +28.1%
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $1,974 Shares 37,746 Est. Cost $46.50 Unrealized
VGK Vanguard FTSE Europe ETF 0.1%
Value ($000) $1,956 Shares 36,494 Est. Cost $54.55 Unrealized
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $1,931 Shares 12,611 Est. Cost $127.67 Unrealized
PM Philip Morris International 0.1%
Value ($000) $1,909 Shares 21,597 Est. Cost $52.89 Unrealized +6.0%
TSCO Tractor Supply Company 0.1%
Value ($000) $1,900 Shares 19,440 Est. Cost $13.00 Unrealized +25.7%
Royal Dutch Shell A ADRF ADR 0.1%
Value ($000) $1,879 Shares 30,019 Est. Cost $71.83 Unrealized
Royal Dutch Shell B ADRF Spons 0.1%
Value ($000) $1,866 Shares 29,183 Est. Cost $59.10 Unrealized
OXY Occidental Petroleum 0.1%
Value ($000) $1,828 Shares 27,606 Est. Cost $58.42 Unrealized -3.3%
HSIC Henry Schein 0.1%
Value ($000) $1,800 Shares 29,938 Est. Cost $55.41 Unrealized +8.9%
General Electric 0.1%
Value ($000) $1,760 Shares 176,195 Est. Cost $24.78 Unrealized
T AT & T 0.1%
Value ($000) $1,735 Shares 55,336 Est. Cost $12.29 Unrealized +15.3%
Tableau Software, Inc 0.1%
Value ($000) $1,697 Shares 13,330 Est. Cost $114.01 Unrealized
CLX Clorox 0.1%
Value ($000) $1,693 Shares 10,549 Est. Cost $120.85 Unrealized +5.0%
TXN Texas Instruments 0.1%
Value ($000) $1,686 Shares 15,895 Est. Cost $37.85 Unrealized +125.6%
IT Gartner Group Inc Cl A 0.1%
Value ($000) $1,685 Shares 11,108 Est. Cost $130.34 Unrealized +6.5%
VTI Vanguard Total Stock Market Vi 0.1%
Value ($000) $1,677 Shares 11,587 Est. Cost $100.21 Unrealized
Cooper Companies 0.1%
Value ($000) $1,658 Shares 5,599 Est. Cost $230.64 Unrealized
QCOM Qualcomm 0.1%
Value ($000) $1,626 Shares 28,513 Est. Cost $44.15 Unrealized +3.6%
MO Altria Group Inc 0.1%
Value ($000) $1,571 Shares 27,355 Est. Cost $25.96 Unrealized +14.5%
DCI Donaldson 0.1%
Value ($000) $1,501 Shares 29,985 Est. Cost $43.12 Unrealized +0.3%
DUK Duke Energy 0.1%
Value ($000) $1,468 Shares 16,314 Est. Cost $42.64 Unrealized +56.9%
PRU Prudential Financial Inc 0.1%
Value ($000) $1,441 Shares 15,687 Est. Cost $64.69 Unrealized +1.3%
MET Metlife Inc 0.1%
Value ($000) $1,435 Shares 33,704 Est. Cost $35.96 Unrealized -2.6%
SYY Sysco 0.0%
Value ($000) $1,382 Shares 20,701 Est. Cost $33.30 Unrealized +62.5%
INTU Intuit 0.0%
Value ($000) $1,313 Shares 5,024 Est. Cost $67.00 Unrealized +229.9%
MDT Medtronic PLC 0.0%
Value ($000) $1,311 Shares 14,396 Est. Cost $58.38 Unrealized +27.3%
ITW Illinois Tool Works 0.0%
Value ($000) $1,285 Shares 8,953 Est. Cost $66.83 Unrealized +75.1%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $1,279 Shares 5,267 Est. Cost $30.95 Unrealized +19.8%
OMC Omnicom 0.0%
Value ($000) $1,237 Shares 16,953 Est. Cost $50.86 Unrealized +15.0%
WRB WR Berkley Corporation 0.0%
Value ($000) $1,233 Shares 14,556 Est. Cost $10.95 Unrealized +84.9%
PKG Packaging Corp. America 0.0%
Value ($000) $1,232 Shares 12,400 Est. Cost $93.91 Unrealized -18.0%
Genesee & Wyoming 0.0%
Value ($000) $1,224 Shares 14,050 Est. Cost $75.97 Unrealized
NOC Northrop Grumman 0.0%
Value ($000) $1,215 Shares 4,506 Est. Cost $215.09 Unrealized +13.3%
WMT Walmart 0.0%
Value ($000) $1,196 Shares 12,266 Est. Cost $22.64 Unrealized +29.1%
New Relic 0.0%
Value ($000) $1,194 Shares 12,095 Est. Cost $35.67 Unrealized
CHD Church & Dwight 0.0%
Value ($000) $1,150 Shares 16,147 Est. Cost $35.92 Unrealized +68.8%
BK Bank of New York Mellon 0.0%
Value ($000) $1,138 Shares 22,556 Est. Cost $23.13 Unrealized +83.0%
AMT Amer Tower Cl A 0.0%
Value ($000) $1,110 Shares 5,635 Est. Cost $83.95 Unrealized +74.0%
DHI D R Horton Inc 0.0%
Value ($000) $1,104 Shares 26,679 Est. Cost $26.06 Unrealized +39.7%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $1,075 Shares 38,443 Est. Cost $19.52 Unrealized +16.9%
IJH iShares Core S&P MidCap ETF 0.0%
Value ($000) $1,051 Shares 5,550 Est. Cost $172.65 Unrealized
CGNX Cognex 0.0%
Value ($000) $1,030 Shares 20,250 Est. Cost $42.07 Unrealized +6.6%
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $1,029 Shares 9,387 Est. Cost $76.55 Unrealized
WM Waste Management 0.0%
Value ($000) $1,028 Shares 9,890 Est. Cost $62.83 Unrealized +38.5%
VFC V F Corp 0.0%
Value ($000) $1,021 Shares 11,749 Est. Cost $58.26 Unrealized +33.9%
PAYX Paychex 0.0%
Value ($000) $1,007 Shares 12,562 Est. Cost $31.21 Unrealized +93.7%
CTSO CytoSorbents Corp 0.0%
Value ($000) $999 Shares 132,012 Est. Cost $9.59 Unrealized -18.8%
EWBC East West Bancorp 0.0%
Value ($000) $966 Shares 20,142 Est. Cost $39.15 Unrealized +9.2%
Apache 0.0%
Value ($000) $949 Shares 27,391 Est. Cost $43.42 Unrealized
Brookfield Asset Management In 0.0%
Value ($000) $942 Shares 20,198 Est. Cost $37.21 Unrealized
Discover Financial Services 0.0%
Value ($000) $887 Shares 12,467 Est. Cost $61.94 Unrealized
Celgene Corp 0.0%
Value ($000) $885 Shares 9,382 Est. Cost $109.10 Unrealized
CCOI Cogent Communications Group 0.0%
Value ($000) $871 Shares 16,048 Est. Cost $18.42 Unrealized +85.9%
AWK American Water Works Company I 0.0%
Value ($000) $868 Shares 8,325 Est. Cost $38.41 Unrealized +124.6%
JCI Johnson Controls 0.0%
Value ($000) $867 Shares 23,484 Est. Cost $32.87 Unrealized -10.0%
GTT Communications Inc 0.0%
Value ($000) $855 Shares 24,626 Est. Cost $22.19 Unrealized
CFG Citizens Financial Group 0.0%
Value ($000) $803 Shares 24,713 Est. Cost $25.64 Unrealized 0.0%
SVB Financial Group 0.0%
Value ($000) $800 Shares 3,600 Est. Cost $222.22 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $798 Shares 7,995 Est. Cost $54.86 Unrealized +52.1%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $795 Shares 6,226 Est. Cost $99.70 Unrealized +7.8%
FSLR First Solar Inc 0.0%
Value ($000) $789 Shares 14,931 Est. Cost $50.15 Unrealized +0.4%
BNS Bank of Nova Scotia 0.0%
Value ($000) $787 Shares 14,760 Est. Cost $31.52 Unrealized +20.2%
GKOS Glaukos Corp 0.0%
Value ($000) $766 Shares 9,770 Est. Cost $66.77 Unrealized 0.0%
TRMB Trimble Navigation 0.0%
Value ($000) $765 Shares 18,927 Est. Cost $36.79 Unrealized +3.2%
AZO AutoZone Inc 0.0%
Value ($000) $744 Shares 726 Est. Cost $525.16 Unrealized +70.9%
PAA Plains All American Pipeline L 0.0%
Value ($000) $718 Shares 29,300 Est. Cost $50.93 Unrealized
CFR Cullen/Frost Bankers 0.0%
Value ($000) $718 Shares 7,393 Est. Cost $47.52 Unrealized +69.4%
PPG PPG Industries 0.0%
Value ($000) $713 Shares 6,319 Est. Cost $80.28 Unrealized +17.0%
Nielsen Holdings PLC 0.0%
Value ($000) $702 Shares 29,641 Est. Cost $43.49 Unrealized
CHKP Check Point Software 0.0%
Value ($000) $702 Shares 5,550 Est. Cost $48.69 Unrealized +138.7%
Anadarko 0.0%
Value ($000) $694 Shares 15,255 Est. Cost $85.19 Unrealized
EZM Wisdom Tree MidCap Earnings Fu 0.0%
Value ($000) $678 Shares 17,240 Est. Cost $38.67 Unrealized
ZION Zions Bancorp 0.0%
Value ($000) $675 Shares 14,870 Est. Cost $40.12 Unrealized +18.9%
AFL AFLAC 0.0%
Value ($000) $659 Shares 13,189 Est. Cost $30.67 Unrealized +33.6%
EWH iShares MSCI Hong Kong Index 0.0%
Value ($000) $647 Shares 24,696 Est. Cost $18.60 Unrealized
GWW Grainger W W 0.0%
Value ($000) $646 Shares 2,146 Est. Cost $212.45 Unrealized +27.9%
HSY Hershey Foods 0.0%
Value ($000) $639 Shares 5,562 Est. Cost $73.67 Unrealized +26.0%
IWB iShares Russell 1000 Index 0.0%
Value ($000) $626 Shares 3,981 Est. Cost $106.71 Unrealized
Ingersoll-Rand PLC 0.0%
Value ($000) $611 Shares 5,662 Est. Cost $81.64 Unrealized
IWF iShares Tr Russell 1000 Growth 0.0%
Value ($000) $600 Shares 3,963 Est. Cost $90.60 Unrealized
Dunkin Brands 0.0%
Value ($000) $600 Shares 7,985 Est. Cost $48.46 Unrealized
GLW Corning 0.0%
Value ($000) $595 Shares 17,964 Est. Cost $17.76 Unrealized +52.3%
First Republic Bank/CA 0.0%
Value ($000) $590 Shares 5,875 Est. Cost $96.26 Unrealized
TPR Tapestry Inc 0.0%
Value ($000) $585 Shares 18,000 Est. Cost $32.95 Unrealized -11.7%
PEG Public Service Enterprise 0.0%
Value ($000) $569 Shares 9,572 Est. Cost $28.55 Unrealized +55.1%
IP International Paper 0.0%
Value ($000) $569 Shares 12,308 Est. Cost $26.96 Unrealized +17.9%
BlackRock Inc 0.0%
Value ($000) $568 Shares 1,328 Est. Cost $361.22 Unrealized
EBAY Ebay 0.0%
Value ($000) $562 Shares 15,134 Est. Cost $26.73 Unrealized +15.7%
OKTA Okta Inc 0.0%
Value ($000) $560 Shares 6,765 Est. Cost $59.55 Unrealized +32.9%
NTRS Northern Trust Corp 0.0%
Value ($000) $541 Shares 5,981 Est. Cost $40.35 Unrealized +80.8%
WBS Webster Financial 0.0%
Value ($000) $529 Shares 10,441 Est. Cost $24.92 Unrealized +117.5%
PH Parker-Hannifin 0.0%
Value ($000) $526 Shares 3,067 Est. Cost $145.46 Unrealized +3.0%
LNC Lincoln National 0.0%
Value ($000) $522 Shares 8,900 Est. Cost $35.63 Unrealized +21.2%
BKNG Booking Holdings Inc 0.0%
Value ($000) $513 Shares 294 Est. Cost $1755.46 Unrealized 0.0%
Kellogg 0.0%
Value ($000) $512 Shares 8,921 Est. Cost $40.27 Unrealized +2.9%
LECO Lincoln Electric 0.0%
Value ($000) $504 Shares 6,015 Est. Cost $78.04 Unrealized +8.7%
SPGI S&P Global Inc 0.0%
Value ($000) $502 Shares 2,387 Est. Cost $173.46 Unrealized +5.3%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $501 Shares 5,007 Est. Cost $54.14 Unrealized +35.2%
NTR Nutrien Ltd 0.0%
Value ($000) $500 Shares 9,478 Est. Cost $38.37 Unrealized +7.4%
COP Conoco Phillips 0.0%
Value ($000) $493 Shares 7,382 Est. Cost $54.61 Unrealized -3.0%
Pretium Resources 0.0%
Value ($000) $492 Shares 57,430 Est. Cost $8.48 Unrealized
Varian Medical 0.0%
Value ($000) $482 Shares 3,400 Est. Cost $75.34 Unrealized
CDK Global Inc 0.0%
Value ($000) $473 Shares 8,044 Est. Cost $43.11 Unrealized
WPC WP Carey Inc 0.0%
Value ($000) $464 Shares 5,925 Est. Cost $63.75 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $463 Shares 2,517 Est. Cost $165.95 Unrealized +11.3%
ForeScout Technologies 0.0%
Value ($000) $461 Shares 11,000 Est. Cost $32.42 Unrealized
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $458 Shares 3,712 Est. Cost $104.54 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $445 Shares 1,565 Est. Cost $135.62 Unrealized +76.0%
JD JD.Com Inc-ADR 0.0%
Value ($000) $442 Shares 14,650 Est. Cost $30.17 Unrealized
IGV iShares North America Tech 0.0%
Value ($000) $422 Shares 2,000 Est. Cost $146.25 Unrealized
National Instruments 0.0%
Value ($000) $417 Shares 9,400 Est. Cost $27.65 Unrealized
QQQ Invesco QQQ Trust Series 1 0.0%
Value ($000) $413 Shares 2,302 Est. Cost $171.64 Unrealized
HP Helmerich & Payne 0.0%
Value ($000) $403 Shares 7,250 Est. Cost $63.39 Unrealized -14.1%
The Blackstone Group LP 0.0%
Value ($000) $394 Shares 11,266 Est. Cost $31.55 Unrealized
Allergan PLC 0.0%
Value ($000) $390 Shares 2,660 Est. Cost $237.90 Unrealized
VB Vanguard Small Cap ETF 0.0%
Value ($000) $384 Shares 2,515 Est. Cost $143.72 Unrealized
MORN MorningStar Inc 0.0%
Value ($000) $381 Shares 3,021 Est. Cost $68.45 Unrealized +75.6%
SJM Smucker 0.0%
Value ($000) $379 Shares 3,255 Est. Cost $72.64 Unrealized +15.1%
PGR Progressive 0.0%
Value ($000) $377 Shares 5,227 Est. Cost $24.47 Unrealized +126.7%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $371 Shares 904 Est. Cost $374.62 Unrealized +9.3%
EA Electronic Arts 0.0%
Value ($000) $371 Shares 3,650 Est. Cost $92.16 Unrealized 0.0%
BIIB Biogen Inc 0.0%
Value ($000) $370 Shares 1,565 Est. Cost $295.01 Unrealized +6.7%
AMP Ameriprise Financial Inc Com 0.0%
Value ($000) $366 Shares 2,855 Est. Cost $68.66 Unrealized +59.3%
GS Goldman Sachs 0.0%
Value ($000) $365 Shares 1,901 Est. Cost $162.84 Unrealized +0.8%
HPQ HP Inc 0.0%
Value ($000) $351 Shares 18,041 Est. Cost $9.82 Unrealized +70.1%
Pioneer Natural 0.0%
Value ($000) $349 Shares 2,295 Est. Cost $152.07 Unrealized
WEC WEC Energy Group Inc 0.0%
Value ($000) $349 Shares 4,417 Est. Cost $42.46 Unrealized +40.4%
PSX Phillips 66 0.0%
Value ($000) $333 Shares 3,495 Est. Cost $55.08 Unrealized +30.6%
GlaxoSmithKline PLC 0.0%
Value ($000) $329 Shares 7,864 Est. Cost $40.02 Unrealized
DOCU DocuSign Inc 0.0%
Value ($000) $328 Shares 6,325 Est. Cost $56.63 Unrealized -9.9%
ET Energy Transfer LP 0.0%
Value ($000) $326 Shares 21,242 Est. Cost $13.23 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $321 Shares 1,120 Est. Cost $171.40 Unrealized +53.9%
PNC PNC Financial 0.0%
Value ($000) $320 Shares 2,608 Est. Cost $98.99 Unrealized -2.2%
Spirit AeroSystems Holdings In 0.0%
Value ($000) $320 Shares 3,500 Est. Cost $87.14 Unrealized
XLF Financial Select Sectors SPDR 0.0%
Value ($000) $320 Shares 12,444 Est. Cost $23.17 Unrealized
EW Edwards Lifesciences 0.0%
Value ($000) $313 Shares 1,638 Est. Cost $36.64 Unrealized +55.7%
XEL XCEL Energy 0.0%
Value ($000) $312 Shares 5,559 Est. Cost $32.79 Unrealized +31.5%
FDX FedEx Corporation 0.0%
Value ($000) $312 Shares 1,722 Est. Cost $191.87 Unrealized -18.8%
DXJ WisdomTree Japan Hedged EQ 0.0%
Value ($000) $310 Shares 6,118 Est. Cost $51.32 Unrealized
Thomson Reuters Corporation 0.0%
Value ($000) $307 Shares 5,179 Est. Cost $48.27 Unrealized
BIP Brookfield Infrastructure Part 0.0%
Value ($000) $306 Shares 7,298 Est. Cost $39.52 Unrealized
XLK Select Sector S&P Technology I 0.0%
Value ($000) $299 Shares 4,040 Est. Cost $43.12 Unrealized
L3 Technologies Inc. 0.0%
Value ($000) $298 Shares 1,444 Est. Cost $212.60 Unrealized
GATX GATX Corp 0.0%
Value ($000) $292 Shares 3,825 Est. Cost $35.78 Unrealized +81.6%
ADM Archer-Daniels-Midland 0.0%
Value ($000) $289 Shares 6,710 Est. Cost $37.72 Unrealized -7.5%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $286 Shares 6,376 Est. Cost $39.39 Unrealized 0.0%
EMN Eastman Chemical 0.0%
Value ($000) $282 Shares 3,713 Est. Cost $78.27 Unrealized -20.6%
Unilever NV ORD 0.0%
Value ($000) $282 Shares 4,830 Est. Cost $53.83 Unrealized
CHRW CH Robinson 0.0%
Value ($000) $281 Shares 3,232 Est. Cost $44.62 Unrealized +66.9%
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $271 Shares 951 Est. Cost $284.96 Unrealized
DGX Quest Diagnostics 0.0%
Value ($000) $260 Shares 2,892 Est. Cost $47.33 Unrealized +59.6%
iShares MSCI Germany 0.0%
Value ($000) $259 Shares 10,000 Est. Cost $25.04 Unrealized
MCHP Microchip Technology 0.0%
Value ($000) $253 Shares 3,050 Est. Cost $19.20 Unrealized +89.7%
XLV Select Sector S&P Health Care 0.0%
Value ($000) $252 Shares 2,750 Est. Cost $91.64 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $248 Shares 16,076 Est. Cost $7.23 Unrealized +71.0%
CHTR Charter Communications 0.0%
Value ($000) $244 Shares 704 Est. Cost $218.51 Unrealized +50.7%
HSBC HSBC Holding Plc 0.0%
Value ($000) $243 Shares 6,000 Est. Cost $47.16 Unrealized
XLI Sector SPDR Indl Select of Ben 0.0%
Value ($000) $242 Shares 3,226 Est. Cost $58.98 Unrealized
SMTC Semtech Corp 0.0%
Value ($000) $240 Shares 4,715 Est. Cost $44.82 Unrealized +15.2%
RSG Republic Services 0.0%
Value ($000) $238 Shares 2,966 Est. Cost $59.86 Unrealized +16.2%
IJS iShares S&P SmallCap 600 Value 0.0%
Value ($000) $237 Shares 1,605 Est. Cost $147.66 Unrealized
SNY Sanofi-Aventis ADR 0.0%
Value ($000) $231 Shares 5,216 Est. Cost $44.75 Unrealized
Kansas City Southern Inds 0.0%
Value ($000) $230 Shares 1,980 Est. Cost $103.31 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $230 Shares 2,000 Est. Cost $99.10 Unrealized 0.0%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $224 Shares 2,861 Est. Cost $66.20 Unrealized +3.4%
PHM Pultegroup Inc. 0.0%
Value ($000) $224 Shares 8,000 Est. Cost $25.30 Unrealized 0.0%
NVDA Nvidia Corp 0.0%
Value ($000) $215 Shares 1,199 Est. Cost $5.94 Unrealized -35.2%
VRSK Verisk Analytics Inc 0.0%
Value ($000) $214 Shares 1,610 Est. Cost $116.34 Unrealized 0.0%
WAB Wabtec Corp 0.0%
Value ($000) $213 Shares 2,893 Est. Cost $69.17 Unrealized 0.0%
ED Consolidated Edison 0.0%
Value ($000) $212 Shares 2,504 Est. Cost $45.26 Unrealized +37.9%
UPS United Parcel Service Class B 0.0%
Value ($000) $208 Shares 1,865 Est. Cost $86.19 Unrealized -6.1%
Aptiv Plc 0.0%
Value ($000) $207 Shares 2,604 Est. Cost $79.49 Unrealized
RPM RPM International Inc 0.0%
Value ($000) $206 Shares 3,550 Est. Cost $50.15 Unrealized +13.2%
RSP Invesco S&P 500 Equal Weight E 0.0%
Value ($000) $202 Shares 1,930 Est. Cost $104.66 Unrealized
Kala Pharmaceuticals Inc. 0.0%
Value ($000) $195 Shares 23,600 Est. Cost $4.87 Unrealized
Salisbury Bancorp 0.0%
Value ($000) $112 Shares 2,700 Est. Cost $35.91 Unrealized
Fuelcell Energy 0.0%
Value ($000) $2 Shares 10,000 Est. Cost $0.60 Unrealized