BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 30, 2019

Total Value ($000): $2,995,957 (100.0% shares, 0.0% debt)

Holdings (342)

MSFT Microsoft 4.6%
Value ($000) $136,959 Shares 985,103 Est. Cost $31.49 Unrealized +312.6%
JPM J P Morgan Chase 3.4%
Value ($000) $101,273 Shares 860,507 Est. Cost $45.43 Unrealized +109.3%
AAPL Apple Inc 3.0%
Value ($000) $90,851 Shares 405,639 Est. Cost $20.51 Unrealized +144.9%
DHR Danaher 2.8%
Value ($000) $82,715 Shares 572,701 Est. Cost $50.94 Unrealized +138.9%
GOOGL Alphabet Inc. Class A 2.3%
Value ($000) $67,544 Shares 55,312 Est. Cost $36.98 Unrealized +58.9%
TMO Thermo Fisher Scientific 2.2%
Value ($000) $67,376 Shares 231,317 Est. Cost $131.41 Unrealized +114.3%
PEP Pepsico 2.1%
Value ($000) $64,369 Shares 469,506 Est. Cost $62.70 Unrealized +74.4%
DIS Walt Disney 2.1%
Value ($000) $61,514 Shares 472,023 Est. Cost $78.36 Unrealized +71.3%
MA Mastercard Inc Cl A 1.9%
Value ($000) $55,669 Shares 204,989 Est. Cost $85.92 Unrealized +209.7%
United Technologies 1.8%
Value ($000) $54,187 Shares 396,919 Est. Cost $100.66 Unrealized
UNP Union Pacific 1.7%
Value ($000) $51,566 Shares 318,346 Est. Cost $72.74 Unrealized +100.4%
Costco 1.7%
Value ($000) $51,516 Shares 178,805 Est. Cost $134.96 Unrealized
ADBE Adobe Inc. 1.7%
Value ($000) $51,388 Shares 186,019 Est. Cost $160.07 Unrealized +82.4%
BRK/B Berkshire Hathaway Cl B 1.7%
Value ($000) $50,529 Shares 242,904 Est. Cost $147.73 Unrealized +39.5%
MRK Merck 1.6%
Value ($000) $48,841 Shares 580,197 Est. Cost $35.66 Unrealized +83.6%
JNJ Johnson & Johnson 1.6%
Value ($000) $47,865 Shares 369,957 Est. Cost $62.63 Unrealized +75.6%
MRSH Marsh & McLennan 1.6%
Value ($000) $47,448 Shares 474,241 Est. Cost $31.97 Unrealized +183.2%
NSRGY Nestle SA Sponsored ADR 1.6%
Value ($000) $46,732 Shares 431,106 Est. Cost $66.74 Unrealized
ENB Enbridge Inc 1.4%
Value ($000) $40,824 Shares 1,163,752 Est. Cost $23.97 Unrealized -5.5%
NKE Nike Inc Class B 1.3%
Value ($000) $39,979 Shares 425,671 Est. Cost $44.91 Unrealized +75.4%
AMZN Amazon.Com 1.3%
Value ($000) $38,775 Shares 22,337 Est. Cost $25.93 Unrealized +257.7%
CSCO Cisco Systems 1.3%
Value ($000) $38,166 Shares 772,439 Est. Cost $23.14 Unrealized +84.9%
CMCSA Comcast Cl A 1.3%
Value ($000) $37,526 Shares 832,432 Est. Cost $28.00 Unrealized +34.0%
HD Home Depot 1.2%
Value ($000) $37,294 Shares 160,738 Est. Cost $64.70 Unrealized +189.1%
MCD McDonalds 1.2%
Value ($000) $35,742 Shares 166,468 Est. Cost $77.53 Unrealized +138.3%
HON Honeywell International 1.1%
Value ($000) $33,966 Shares 200,742 Est. Cost $81.24 Unrealized +71.5%
BDX Becton Dickinson 1.0%
Value ($000) $31,449 Shares 124,325 Est. Cost $190.77 Unrealized +17.2%
FISV Fiserv 1.0%
Value ($000) $31,154 Shares 300,746 Est. Cost $85.17 Unrealized +19.9%
AEM Agnico Eagle Mines Limited 1.0%
Value ($000) $31,045 Shares 579,092 Est. Cost $38.59 Unrealized +27.0%
MDLZ Mondelez International 1.0%
Value ($000) $30,798 Shares 556,722 Est. Cost $29.36 Unrealized +59.0%
ABT Abbott Labs 1.0%
Value ($000) $30,689 Shares 366,785 Est. Cost $29.86 Unrealized +154.8%
ZTS Zoetis Inc 1.0%
Value ($000) $30,518 Shares 244,951 Est. Cost $33.32 Unrealized +243.8%
WY Weyerhaeuser 1.0%
Value ($000) $28,811 Shares 1,040,096 Est. Cost $20.24 Unrealized +1.4%
FTV Fortive Corp 1.0%
Value ($000) $28,592 Shares 417,043 Est. Cost $32.65 Unrealized +37.4%
GLD SPDR Gold Shares 0.9%
Value ($000) $28,100 Shares 202,351 Est. Cost $121.99 Unrealized
MKC McCormick 0.9%
Value ($000) $27,866 Shares 178,285 Est. Cost $30.16 Unrealized +135.1%
NOC Northrop Grumman 0.9%
Value ($000) $27,453 Shares 73,248 Est. Cost $312.31 Unrealized +2.0%
PG Procter & Gamble 0.9%
Value ($000) $26,801 Shares 215,476 Est. Cost $55.92 Unrealized +80.6%
ADP Automatic Data Processing 0.8%
Value ($000) $25,263 Shares 156,507 Est. Cost $53.49 Unrealized +169.2%
EFX Equifax 0.8%
Value ($000) $24,596 Shares 174,847 Est. Cost $125.18 Unrealized +7.1%
CVX Chevron Corp 0.8%
Value ($000) $24,369 Shares 205,475 Est. Cost $78.36 Unrealized +16.8%
CB Chubb Ltd 0.8%
Value ($000) $23,876 Shares 147,892 Est. Cost $102.61 Unrealized +35.8%
SBUX Starbucks 0.7%
Value ($000) $22,279 Shares 251,973 Est. Cost $41.83 Unrealized +92.8%
BA Boeing 0.7%
Value ($000) $22,233 Shares 58,436 Est. Cost $318.39 Unrealized +10.7%
BXP Boston Properties 0.7%
Value ($000) $22,104 Shares 170,479 Est. Cost $95.05 Unrealized 0.0%
SSNC SS & C Technologies 0.7%
Value ($000) $21,893 Shares 424,537 Est. Cost $47.10 Unrealized +8.5%
APH Amphenol 0.7%
Value ($000) $21,833 Shares 226,252 Est. Cost $10.93 Unrealized +98.4%
RBC Bearings Inc 0.7%
Value ($000) $20,976 Shares 126,427 Est. Cost $96.48 Unrealized
CCI Crown Castle International Cor 0.7%
Value ($000) $20,443 Shares 147,059 Est. Cost $62.85 Unrealized +66.7%
AXP American Express 0.7%
Value ($000) $19,696 Shares 166,520 Est. Cost $62.13 Unrealized +81.2%
KO Coca Cola 0.6%
Value ($000) $19,298 Shares 354,486 Est. Cost $28.55 Unrealized +53.9%
UNH United Health Group 0.6%
Value ($000) $18,905 Shares 86,991 Est. Cost $202.03 Unrealized +7.5%
XOM Exxon Mobil 0.6%
Value ($000) $18,514 Shares 262,213 Est. Cost $53.28 Unrealized +0.9%
SU Suncor Energy Inc 0.6%
Value ($000) $18,411 Shares 582,997 Est. Cost $20.15 Unrealized +15.9%
DE Deere 0.6%
Value ($000) $17,582 Shares 104,236 Est. Cost $100.48 Unrealized +45.3%
NVS Novartis A G ADR 0.6%
Value ($000) $16,967 Shares 195,253 Est. Cost $75.47 Unrealized
DLB Dolby Laboratories Inc 0.5%
Value ($000) $16,292 Shares 252,045 Est. Cost $50.71 Unrealized +12.9%
WAB Wabtec Corp 0.5%
Value ($000) $15,517 Shares 215,936 Est. Cost $68.48 Unrealized -0.0%
CAT Caterpillar 0.5%
Value ($000) $15,028 Shares 118,976 Est. Cost $69.01 Unrealized +61.0%
STZ Constellation Brands Inc Cl A 0.5%
Value ($000) $14,829 Shares 71,540 Est. Cost $155.07 Unrealized +16.6%
MTD Mettler-Toledo International 0.5%
Value ($000) $14,818 Shares 21,036 Est. Cost $603.15 Unrealized +21.7%
USB US Bancorp 0.5%
Value ($000) $14,818 Shares 267,767 Est. Cost $26.01 Unrealized +58.1%
LOW Lowes 0.5%
Value ($000) $14,640 Shares 133,137 Est. Cost $39.25 Unrealized +139.6%
BALL Ball Corp 0.5%
Value ($000) $14,557 Shares 199,936 Est. Cost $37.46 Unrealized +84.8%
SPY SPDR S&P 500 ETF Index 0.5%
Value ($000) $13,929 Shares 46,936 Est. Cost $230.63 Unrealized
PFE Pfizer 0.4%
Value ($000) $13,362 Shares 371,891 Est. Cost $17.25 Unrealized +56.6%
TJX TJX Corp 0.4%
Value ($000) $13,195 Shares 236,721 Est. Cost $35.00 Unrealized +43.1%
MMM 3M Company 0.4%
Value ($000) $11,848 Shares 72,067 Est. Cost $70.70 Unrealized +56.5%
SWK Stanley Black & Decker Inc 0.4%
Value ($000) $11,757 Shares 81,414 Est. Cost $88.44 Unrealized +32.0%
GOOG Alphabet Inc. Class C 0.4%
Value ($000) $11,745 Shares 9,635 Est. Cost $35.61 Unrealized +64.9%
DEO Diageo Plc ADR 0.4%
Value ($000) $11,677 Shares 71,412 Est. Cost $137.05 Unrealized
ORCL Oracle 0.4%
Value ($000) $11,621 Shares 211,184 Est. Cost $40.24 Unrealized +25.2%
TRU TransUnion 0.4%
Value ($000) $11,429 Shares 140,909 Est. Cost $62.31 Unrealized +25.2%
ABBV Abbvie Inc 0.4%
Value ($000) $11,240 Shares 148,441 Est. Cost $30.79 Unrealized +70.8%
Magellan Midstream Partners LP 0.4%
Value ($000) $10,650 Shares 160,711 Est. Cost $58.88 Unrealized
CNI Canadian National Railway 0.3%
Value ($000) $9,472 Shares 105,409 Est. Cost $42.11 Unrealized +94.4%
VEA Vanguard FTSE ETF Developed Ma 0.3%
Value ($000) $9,058 Shares 220,502 Est. Cost $41.05 Unrealized
EPD Enterprise Products LP 0.3%
Value ($000) $8,964 Shares 313,634 Est. Cost $47.78 Unrealized
Ansys 0.3%
Value ($000) $8,907 Shares 40,239 Est. Cost $89.30 Unrealized
O Realty Income Corp 0.3%
Value ($000) $8,683 Shares 113,235 Est. Cost $25.31 Unrealized +102.6%
META Facebook Inc 0.3%
Value ($000) $8,673 Shares 48,703 Est. Cost $114.95 Unrealized +64.2%
IBM International Business Machine 0.3%
Value ($000) $8,362 Shares 57,503 Est. Cost $115.85 Unrealized -11.6%
TECH Bio-Techne Corp 0.3%
Value ($000) $8,202 Shares 41,917 Est. Cost $43.22 Unrealized +12.8%
SYK Stryker 0.3%
Value ($000) $8,192 Shares 37,873 Est. Cost $68.06 Unrealized +194.2%
VZ Verizon 0.3%
Value ($000) $8,164 Shares 135,260 Est. Cost $27.02 Unrealized +49.7%
ECL Ecolab 0.3%
Value ($000) $8,004 Shares 40,415 Est. Cost $103.26 Unrealized +81.2%
APD Air Products & Chemicals Inc 0.3%
Value ($000) $7,598 Shares 34,246 Est. Cost $82.54 Unrealized +133.3%
LMT Lockheed Martin 0.3%
Value ($000) $7,532 Shares 19,310 Est. Cost $122.71 Unrealized +157.9%
ILMN Illumina Inc 0.2%
Value ($000) $7,282 Shares 23,938 Est. Cost $237.93 Unrealized +23.9%
Peoples United Financial Inc 0.2%
Value ($000) $7,072 Shares 452,326 Est. Cost $16.00 Unrealized
NI Nisource 0.2%
Value ($000) $6,440 Shares 215,229 Est. Cost $7.81 Unrealized +204.0%
VWO Vanguard Emerging Markets Stoc 0.2%
Value ($000) $6,215 Shares 154,362 Est. Cost $41.41 Unrealized
BAC Bank of America 0.2%
Value ($000) $6,149 Shares 210,815 Est. Cost $17.14 Unrealized +43.3%
IQV IQVIA Holdings 0.2%
Value ($000) $6,058 Shares 40,554 Est. Cost $101.80 Unrealized +52.9%
ServiceMaster Global Holdings 0.2%
Value ($000) $5,912 Shares 105,758 Est. Cost $36.74 Unrealized
NEE NextEra Energy 0.2%
Value ($000) $5,732 Shares 24,602 Est. Cost $15.38 Unrealized +200.7%
UTL Unitil Corp 0.2%
Value ($000) $5,617 Shares 88,534 Est. Cost $29.13 Unrealized +105.7%
Store Capital Corp 0.2%
Value ($000) $5,611 Shares 149,982 Est. Cost $25.46 Unrealized
Alerian MLP 0.2%
Value ($000) $5,497 Shares 601,426 Est. Cost $11.02 Unrealized
BAX Baxter International 0.2%
Value ($000) $5,431 Shares 62,086 Est. Cost $40.30 Unrealized +87.4%
KMI Kinder Morgan Inc 0.2%
Value ($000) $5,421 Shares 263,015 Est. Cost $12.69 Unrealized +11.0%
TRV The Travelers Companies Inc 0.2%
Value ($000) $5,405 Shares 36,350 Est. Cost $77.09 Unrealized +68.1%
TE Connectivity Limited 0.2%
Value ($000) $5,266 Shares 56,518 Est. Cost $68.20 Unrealized
KMB Kimberly-Clark 0.2%
Value ($000) $5,199 Shares 36,600 Est. Cost $72.14 Unrealized +52.1%
EOG EOG Resources 0.2%
Value ($000) $5,132 Shares 69,152 Est. Cost $73.46 Unrealized -16.3%
V Visa Incorporated 0.2%
Value ($000) $5,117 Shares 29,746 Est. Cost $68.38 Unrealized +149.1%
WFC Wells Fargo 0.2%
Value ($000) $4,968 Shares 98,500 Est. Cost $40.69 Unrealized -2.2%
ACN Accenture Plc Class A F 0.2%
Value ($000) $4,813 Shares 25,023 Est. Cost $86.66 Unrealized +103.7%
CRM Salesforce.com Inc 0.2%
Value ($000) $4,723 Shares 31,815 Est. Cost $139.69 Unrealized +7.5%
ALC Alcon Inc 0.2%
Value ($000) $4,704 Shares 80,693 Est. Cost $57.87 Unrealized +2.2%
VBK Vanguard Small Cap Growth 0.2%
Value ($000) $4,683 Shares 25,724 Est. Cost $134.12 Unrealized
D Dominion Energy 0.2%
Value ($000) $4,633 Shares 57,168 Est. Cost $35.85 Unrealized +62.9%
BX The Blackstone Group Inc - A 0.2%
Value ($000) $4,537 Shares 92,901 Est. Cost $39.22 Unrealized 0.0%
SHW Sherwin-Williams 0.2%
Value ($000) $4,497 Shares 8,178 Est. Cost $75.56 Unrealized +112.8%
CL Colgate-Palmolive 0.1%
Value ($000) $4,451 Shares 60,551 Est. Cost $47.02 Unrealized +33.0%
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $4,370 Shares 26,074 Est. Cost $149.97 Unrealized
Raytheon 0.1%
Value ($000) $4,311 Shares 21,973 Est. Cost $143.67 Unrealized
PYPL PayPal Holdings 0.1%
Value ($000) $4,308 Shares 41,583 Est. Cost $44.84 Unrealized +145.1%
CI CIGNA Corp 0.1%
Value ($000) $4,303 Shares 28,346 Est. Cost $190.77 Unrealized -22.0%
INTC Intel 0.1%
Value ($000) $4,289 Shares 83,234 Est. Cost $20.13 Unrealized +113.7%
NOVT Novanta Inc. 0.1%
Value ($000) $4,287 Shares 52,460 Est. Cost $60.78 Unrealized +33.7%
STT State Street 0.1%
Value ($000) $4,219 Shares 71,278 Est. Cost $49.31 Unrealized -8.7%
CME CME Group Inc 0.1%
Value ($000) $4,059 Shares 19,205 Est. Cost $40.54 Unrealized +305.3%
VGT Vanguard Information Techology 0.1%
Value ($000) $3,903 Shares 18,108 Est. Cost $119.23 Unrealized
C Citigroup 0.1%
Value ($000) $3,747 Shares 54,243 Est. Cost $51.36 Unrealized +5.4%
Spirit Realty Capital Inc. 0.1%
Value ($000) $3,696 Shares 77,219 Est. Cost $37.84 Unrealized
MRCY Mercury Systems Inc 0.1%
Value ($000) $3,684 Shares 45,389 Est. Cost $69.39 Unrealized +13.8%
LLY Eli Lilly 0.1%
Value ($000) $3,661 Shares 32,734 Est. Cost $46.41 Unrealized +121.3%
TRP TC Energy Corp 0.1%
Value ($000) $3,614 Shares 69,789 Est. Cost $34.40 Unrealized +4.8%
NSC Norfolk Southern 0.1%
Value ($000) $3,597 Shares 20,020 Est. Cost $58.57 Unrealized +175.7%
SLB Schlumberger 0.1%
Value ($000) $3,569 Shares 104,437 Est. Cost $53.04 Unrealized -41.6%
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $3,538 Shares 27,459 Est. Cost $115.89 Unrealized
NVR Inc 0.1%
Value ($000) $3,531 Shares 950 Est. Cost $1951.85 Unrealized
EMR Emerson Electric 0.1%
Value ($000) $3,340 Shares 49,956 Est. Cost $40.49 Unrealized +34.3%
ADI Analog Devices 0.1%
Value ($000) $3,289 Shares 29,435 Est. Cost $34.91 Unrealized +188.9%
FAST Fastenal Company 0.1%
Value ($000) $3,237 Shares 99,088 Est. Cost $10.90 Unrealized +21.4%
1/100 Berkshire Hathaway Class 0.1%
Value ($000) $3,118 Shares 1,000 Est. Cost $1832.18 Unrealized
GD General Dynamics 0.1%
Value ($000) $3,097 Shares 16,951 Est. Cost $144.40 Unrealized +11.1%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $3,086 Shares 60,858 Est. Cost $34.29 Unrealized +7.2%
BABA Alibaba Group Holding-SP ADR 0.1%
Value ($000) $3,061 Shares 18,307 Est. Cost $134.77 Unrealized
TGT Target 0.1%
Value ($000) $3,051 Shares 28,538 Est. Cost $55.12 Unrealized +45.8%
DAL Delta Airlines 0.1%
Value ($000) $2,889 Shares 50,158 Est. Cost $39.05 Unrealized +45.3%
GIS General Mills 0.1%
Value ($000) $2,863 Shares 51,950 Est. Cost $32.41 Unrealized +33.9%
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $2,789 Shares 42,774 Est. Cost $67.53 Unrealized
AJG Arthur J Gallagher & Co 0.1%
Value ($000) $2,696 Shares 30,097 Est. Cost $45.90 Unrealized +81.1%
ROST Ross Stores 0.1%
Value ($000) $2,568 Shares 23,381 Est. Cost $59.64 Unrealized +66.1%
VTR Ventas Inc REIT 0.1%
Value ($000) $2,497 Shares 34,194 Est. Cost $39.62 Unrealized +38.7%
MOS Mosaic Company 0.1%
Value ($000) $2,381 Shares 116,144 Est. Cost $22.28 Unrealized -13.4%
GILD Gilead Sciences 0.1%
Value ($000) $2,372 Shares 37,433 Est. Cost $52.26 Unrealized -2.4%
DD DuPont De Nemours Inc 0.1%
Value ($000) $2,334 Shares 32,732 Est. Cost $27.24 Unrealized -4.9%
CVS CVS Health Corp 0.1%
Value ($000) $2,277 Shares 36,110 Est. Cost $63.34 Unrealized -23.6%
ES Eversource Energy 0.1%
Value ($000) $2,234 Shares 26,142 Est. Cost $38.02 Unrealized +66.0%
HXL Hexcel Corp 0.1%
Value ($000) $2,225 Shares 27,090 Est. Cost $73.18 Unrealized +11.6%
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $2,183 Shares 7 Est. Cost $177565.06 Unrealized +74.3%
Ceridian HCM Holding Inc 0.1%
Value ($000) $2,172 Shares 43,991 Est. Cost $37.60 Unrealized
VNQ Vanguard REIT Index ETF 0.1%
Value ($000) $2,171 Shares 23,281 Est. Cost $78.81 Unrealized
Linde Plc 0.1%
Value ($000) $2,114 Shares 10,911 Est. Cost $156.06 Unrealized
MTB M&T Bank 0.1%
Value ($000) $2,113 Shares 13,379 Est. Cost $107.81 Unrealized +18.7%
ISRG Intuitive Surgical 0.1%
Value ($000) $2,066 Shares 3,827 Est. Cost $101.43 Unrealized +70.5%
QCOM Qualcomm 0.1%
Value ($000) $1,939 Shares 25,419 Est. Cost $44.15 Unrealized +47.2%
WMT Walmart 0.1%
Value ($000) $1,928 Shares 16,247 Est. Cost $25.57 Unrealized +34.8%
Cooper Companies 0.1%
Value ($000) $1,911 Shares 6,434 Est. Cost $239.26 Unrealized
IT Gartner Group Inc Cl A 0.1%
Value ($000) $1,875 Shares 13,113 Est. Cost $132.64 Unrealized +9.6%
TXN Texas Instruments 0.1%
Value ($000) $1,854 Shares 14,345 Est. Cost $37.85 Unrealized +171.8%
EWBC East West Bancorp 0.1%
Value ($000) $1,851 Shares 41,792 Est. Cost $38.05 Unrealized -2.4%
VGK Vanguard FTSE Europe ETF 0.1%
Value ($000) $1,835 Shares 34,229 Est. Cost $54.55 Unrealized
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $1,800 Shares 34,821 Est. Cost $46.50 Unrealized
EEM iShares MSCI Emerg Mkts ETF 0.1%
Value ($000) $1,793 Shares 43,882 Est. Cost $44.01 Unrealized
HSIC Henry Schein 0.1%
Value ($000) $1,771 Shares 27,888 Est. Cost $55.41 Unrealized +16.6%
WAT Waters Corp 0.1%
Value ($000) $1,751 Shares 7,843 Est. Cost $144.63 Unrealized +49.2%
TSCO Tractor Supply Company 0.1%
Value ($000) $1,736 Shares 19,190 Est. Cost $13.00 Unrealized +44.2%
T AT & T 0.1%
Value ($000) $1,728 Shares 45,659 Est. Cost $12.29 Unrealized +38.4%
WRB WR Berkley Corporation 0.1%
Value ($000) $1,718 Shares 23,784 Est. Cost $16.15 Unrealized +68.0%
SPG Simon Property Group 0.1%
Value ($000) $1,692 Shares 10,871 Est. Cost $100.91 Unrealized +8.0%
HEI Heico Corp 0.1%
Value ($000) $1,686 Shares 13,500 Est. Cost $90.08 Unrealized +51.8%
Royal Dutch Shell A ADRF ADR 0.1%
Value ($000) $1,679 Shares 28,534 Est. Cost $71.83 Unrealized
VTI Vanguard Total Stock Market Vi 0.1%
Value ($000) $1,672 Shares 11,075 Est. Cost $100.21 Unrealized
TDY Teledyne Technologies 0.1%
Value ($000) $1,671 Shares 5,190 Est. Cost $298.57 Unrealized 0.0%
Royal Dutch Shell B ADRF Spons 0.1%
Value ($000) $1,623 Shares 27,103 Est. Cost $59.10 Unrealized
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $1,622 Shares 10,718 Est. Cost $127.67 Unrealized
SYY Sysco 0.1%
Value ($000) $1,609 Shares 20,261 Est. Cost $33.30 Unrealized +85.5%
DHI D R Horton Inc 0.1%
Value ($000) $1,585 Shares 30,079 Est. Cost $27.79 Unrealized +60.7%
Walgreens Boots Alliance Inc 0.1%
Value ($000) $1,582 Shares 28,610 Est. Cost $68.79 Unrealized
MDT Medtronic PLC 0.1%
Value ($000) $1,562 Shares 14,379 Est. Cost $58.38 Unrealized +50.0%
PM Philip Morris International 0.1%
Value ($000) $1,549 Shares 20,402 Est. Cost $52.89 Unrealized +7.2%
KEYS Keysight Technologies Inc 0.1%
Value ($000) $1,516 Shares 15,592 Est. Cost $92.64 Unrealized 0.0%
Proofpoint Inc 0.1%
Value ($000) $1,514 Shares 11,735 Est. Cost $120.40 Unrealized
DUK Duke Energy 0.0%
Value ($000) $1,464 Shares 15,272 Est. Cost $42.64 Unrealized +65.4%
W Wayfair Inc Class A 0.0%
Value ($000) $1,461 Shares 13,035 Est. Cost $150.15 Unrealized -14.8%
PRU Prudential Financial Inc 0.0%
Value ($000) $1,362 Shares 15,145 Est. Cost $64.71 Unrealized +1.6%
AMGN Amgen 0.0%
Value ($000) $1,342 Shares 6,937 Est. Cost $123.12 Unrealized +28.3%
OMC Omnicom 0.0%
Value ($000) $1,307 Shares 16,693 Est. Cost $50.86 Unrealized +23.6%
General Electric 0.0%
Value ($000) $1,294 Shares 144,728 Est. Cost $24.55 Unrealized
ITW Illinois Tool Works 0.0%
Value ($000) $1,251 Shares 7,997 Est. Cost $66.83 Unrealized +94.8%
DOW Dow Inc 0.0%
Value ($000) $1,206 Shares 25,316 Est. Cost $36.37 Unrealized -10.0%
CHD Church & Dwight 0.0%
Value ($000) $1,162 Shares 15,450 Est. Cost $35.92 Unrealized +95.5%
PKG Packaging Corp. America 0.0%
Value ($000) $1,156 Shares 10,900 Est. Cost $93.91 Unrealized -11.2%
INTU Intuit 0.0%
Value ($000) $1,150 Shares 4,326 Est. Cost $67.00 Unrealized +294.0%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $1,144 Shares 5,613 Est. Cost $31.22 Unrealized +13.4%
AMT Amer Tower Cl A 0.0%
Value ($000) $1,139 Shares 5,150 Est. Cost $83.95 Unrealized +118.5%
WM Waste Management 0.0%
Value ($000) $1,138 Shares 9,900 Est. Cost $62.83 Unrealized +67.3%
JBHT Hunt JB Transport Services 0.0%
Value ($000) $1,108 Shares 10,011 Est. Cost $75.90 Unrealized +28.0%
CTRA Cabot Oil & Gas Corp Cl A 0.0%
Value ($000) $1,099 Shares 62,532 Est. Cost $17.90 Unrealized -19.8%
Brookfield Asset Management In 0.0%
Value ($000) $1,082 Shares 20,374 Est. Cost $39.55 Unrealized
CFG Citizens Financial Group 0.0%
Value ($000) $1,063 Shares 30,043 Est. Cost $25.72 Unrealized +2.2%
JD JD.Com Inc-ADR 0.0%
Value ($000) $1,044 Shares 37,015 Est. Cost $29.71 Unrealized
Discover Financial Services 0.0%
Value ($000) $1,039 Shares 12,812 Est. Cost $62.30 Unrealized
JCI Johnson Controls 0.0%
Value ($000) $1,031 Shares 23,484 Est. Cost $32.87 Unrealized +12.6%
AWK American Water Works Company I 0.0%
Value ($000) $1,022 Shares 8,225 Est. Cost $38.41 Unrealized +178.6%
COP Conoco Phillips 0.0%
Value ($000) $1,021 Shares 17,916 Est. Cost $49.89 Unrealized -9.2%
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $1,003 Shares 8,384 Est. Cost $76.55 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $975 Shares 23,837 Est. Cost $25.96 Unrealized +6.3%
BK Bank of New York Mellon 0.0%
Value ($000) $975 Shares 21,571 Est. Cost $23.13 Unrealized +60.0%
Genesee & Wyoming 0.0%
Value ($000) $951 Shares 8,602 Est. Cost $75.97 Unrealized
FSLR First Solar Inc 0.0%
Value ($000) $929 Shares 16,006 Est. Cost $50.87 Unrealized +25.9%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $926 Shares 33,887 Est. Cost $19.64 Unrealized +21.4%
PAYX Paychex 0.0%
Value ($000) $914 Shares 11,047 Est. Cost $31.21 Unrealized +121.5%
VFC V F Corp 0.0%
Value ($000) $912 Shares 10,244 Est. Cost $58.26 Unrealized +46.6%
Celgene Corp 0.0%
Value ($000) $906 Shares 9,125 Est. Cost $108.62 Unrealized
IJH iShares Core S&P MidCap ETF 0.0%
Value ($000) $902 Shares 4,665 Est. Cost $172.65 Unrealized
CCOI Cogent Communications Group 0.0%
Value ($000) $884 Shares 16,048 Est. Cost $18.42 Unrealized +130.3%
BNS Bank of Nova Scotia 0.0%
Value ($000) $882 Shares 15,523 Est. Cost $31.84 Unrealized +19.6%
ATR Aptargroup 0.0%
Value ($000) $855 Shares 7,220 Est. Cost $111.39 Unrealized 0.0%
HSY Hershey Foods 0.0%
Value ($000) $849 Shares 5,480 Est. Cost $73.67 Unrealized +76.7%
YUM Yum Brands Inc 0.0%
Value ($000) $835 Shares 7,360 Est. Cost $54.86 Unrealized +85.1%
OXY Occidental Petroleum 0.0%
Value ($000) $831 Shares 18,688 Est. Cost $58.42 Unrealized -28.6%
PCH Potlatch Corporation 0.0%
Value ($000) $759 Shares 18,469 Est. Cost $39.52 Unrealized
AZO AutoZone Inc 0.0%
Value ($000) $759 Shares 700 Est. Cost $525.16 Unrealized +113.4%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $756 Shares 5,506 Est. Cost $101.78 Unrealized +20.5%
PPG PPG Industries 0.0%
Value ($000) $749 Shares 6,319 Est. Cost $80.28 Unrealized +26.8%
MET Metlife Inc 0.0%
Value ($000) $708 Shares 15,019 Est. Cost $35.96 Unrealized +7.0%
CLX Clorox 0.0%
Value ($000) $706 Shares 4,649 Est. Cost $123.00 Unrealized +6.4%
Ingersoll-Rand PLC 0.0%
Value ($000) $691 Shares 5,612 Est. Cost $81.64 Unrealized
EZM Wisdom Tree MidCap Earnings Fu 0.0%
Value ($000) $680 Shares 17,240 Est. Cost $38.67 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $679 Shares 24,246 Est. Cost $25.02 Unrealized +6.6%
AFL AFLAC 0.0%
Value ($000) $668 Shares 12,763 Est. Cost $30.67 Unrealized +47.9%
IWF iShares Tr Russell 1000 Growth 0.0%
Value ($000) $665 Shares 4,164 Est. Cost $93.82 Unrealized
Pretium Resources 0.0%
Value ($000) $658 Shares 57,140 Est. Cost $8.48 Unrealized
Nielsen Holdings PLC 0.0%
Value ($000) $657 Shares 30,909 Est. Cost $42.58 Unrealized
IWB iShares Russell 1000 Index 0.0%
Value ($000) $655 Shares 3,981 Est. Cost $106.71 Unrealized
SEDG SolarEdge Technologies Inc 0.0%
Value ($000) $650 Shares 7,765 Est. Cost $50.77 Unrealized +46.9%
GWW Grainger W W 0.0%
Value ($000) $636 Shares 2,139 Est. Cost $212.45 Unrealized +20.8%
EBAY Ebay 0.0%
Value ($000) $603 Shares 15,459 Est. Cost $26.87 Unrealized +34.0%
Dunkin Brands 0.0%
Value ($000) $603 Shares 7,599 Est. Cost $50.00 Unrealized
TROW Price T Rowe Group Inc 0.0%
Value ($000) $588 Shares 5,144 Est. Cost $56.52 Unrealized +51.7%
SPGI S&P Global Inc 0.0%
Value ($000) $585 Shares 2,387 Est. Cost $173.46 Unrealized +36.6%
BKNG Booking Holdings Inc 0.0%
Value ($000) $577 Shares 294 Est. Cost $1755.46 Unrealized +8.5%
PH Parker-Hannifin 0.0%
Value ($000) $574 Shares 3,179 Est. Cost $145.80 Unrealized +6.3%
HP Helmerich & Payne 0.0%
Value ($000) $561 Shares 14,000 Est. Cost $51.34 Unrealized -14.1%
BlackRock Inc 0.0%
Value ($000) $559 Shares 1,255 Est. Cost $361.22 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $558 Shares 5,981 Est. Cost $40.35 Unrealized +86.6%
LNC Lincoln National 0.0%
Value ($000) $537 Shares 8,900 Est. Cost $35.63 Unrealized +23.8%
PAA Plains All American Pipeline L 0.0%
Value ($000) $535 Shares 25,800 Est. Cost $50.93 Unrealized
PEG Public Service Enterprise 0.0%
Value ($000) $533 Shares 8,587 Est. Cost $28.55 Unrealized +68.3%
LHX L3Harris Technoligies Inc 0.0%
Value ($000) $529 Shares 2,534 Est. Cost $180.55 Unrealized 0.0%
IP International Paper 0.0%
Value ($000) $523 Shares 12,515 Est. Cost $27.03 Unrealized +8.5%
Kellogg 0.0%
Value ($000) $509 Shares 7,905 Est. Cost $40.27 Unrealized +12.6%
QQQ Invesco QQQ Trust Series 1 0.0%
Value ($000) $501 Shares 2,652 Est. Cost $174.09 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $473 Shares 2,791 Est. Cost $169.48 Unrealized +4.4%
GLW Corning 0.0%
Value ($000) $470 Shares 16,464 Est. Cost $17.76 Unrealized +40.7%
TPR Tapestry Inc 0.0%
Value ($000) $469 Shares 18,000 Est. Cost $32.95 Unrealized -32.1%
WPC WP Carey Inc 0.0%
Value ($000) $468 Shares 5,225 Est. Cost $63.75 Unrealized
CFR Cullen/Frost Bankers 0.0%
Value ($000) $456 Shares 5,150 Est. Cost $47.52 Unrealized +53.5%
CHKP Check Point Software 0.0%
Value ($000) $443 Shares 4,050 Est. Cost $48.69 Unrealized +129.0%
MORN Morningstar Inc 0.0%
Value ($000) $441 Shares 3,021 Est. Cost $68.45 Unrealized +124.9%
IGV iShares North America Tech 0.0%
Value ($000) $434 Shares 2,050 Est. Cost $147.85 Unrealized
WBS Webster Financial 0.0%
Value ($000) $420 Shares 8,951 Est. Cost $24.92 Unrealized +89.7%
WEC WEC Energy Group Inc 0.0%
Value ($000) $420 Shares 4,417 Est. Cost $42.46 Unrealized +73.1%
AMP Ameriprise Financial Inc Com 0.0%
Value ($000) $420 Shares 2,855 Est. Cost $68.66 Unrealized +82.4%
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $405 Shares 1,358 Est. Cost $291.04 Unrealized
Varian Medical 0.0%
Value ($000) $405 Shares 3,400 Est. Cost $75.34 Unrealized
PGR Progressive 0.0%
Value ($000) $404 Shares 5,227 Est. Cost $24.47 Unrealized +164.0%
OKTA Okta Inc 0.0%
Value ($000) $397 Shares 4,030 Est. Cost $59.55 Unrealized +109.8%
ForeScout Technologies 0.0%
Value ($000) $392 Shares 10,350 Est. Cost $32.42 Unrealized
PNC PNC Financial 0.0%
Value ($000) $390 Shares 2,780 Est. Cost $99.43 Unrealized +8.3%
NTR Nutrien Ltd 0.0%
Value ($000) $383 Shares 7,673 Est. Cost $38.37 Unrealized +6.9%
LECO Lincoln Electric 0.0%
Value ($000) $379 Shares 4,365 Est. Cost $78.04 Unrealized +7.8%
CDK Global Inc 0.0%
Value ($000) $379 Shares 7,878 Est. Cost $43.11 Unrealized
AKAM Akamai Technology 0.0%
Value ($000) $361 Shares 3,952 Est. Cost $86.79 Unrealized 0.0%
XEL XCEL Energy 0.0%
Value ($000) $361 Shares 5,559 Est. Cost $32.79 Unrealized +56.2%
EA Electronic Arts 0.0%
Value ($000) $357 Shares 3,650 Est. Cost $92.16 Unrealized -0.9%
PSX Phillips 66 0.0%
Value ($000) $356 Shares 3,479 Est. Cost $56.60 Unrealized +36.5%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $346 Shares 5,736 Est. Cost $49.40 Unrealized +16.3%
Thomson Reuters Corporation 0.0%
Value ($000) $346 Shares 5,179 Est. Cost $48.27 Unrealized
HPQ HP Inc 0.0%
Value ($000) $343 Shares 18,141 Est. Cost $10.01 Unrealized +57.2%
Allergan PLC 0.0%
Value ($000) $343 Shares 2,038 Est. Cost $237.90 Unrealized
XLF Financial Select Sectors SPDR 0.0%
Value ($000) $343 Shares 12,262 Est. Cost $23.17 Unrealized
GlaxoSmithKline PLC 0.0%
Value ($000) $341 Shares 7,978 Est. Cost $40.02 Unrealized
EW Edwards Lifesciences 0.0%
Value ($000) $338 Shares 1,538 Est. Cost $36.64 Unrealized +91.7%
SJM Smucker 0.0%
Value ($000) $332 Shares 3,014 Est. Cost $72.64 Unrealized +24.5%
VRSK Verisk Analytics Inc 0.0%
Value ($000) $332 Shares 2,097 Est. Cost $123.89 Unrealized +20.2%
GS Goldman Sachs 0.0%
Value ($000) $326 Shares 1,571 Est. Cost $162.84 Unrealized +10.3%
XLK Select Sector S&P Technology I 0.0%
Value ($000) $321 Shares 3,980 Est. Cost $43.12 Unrealized
National Instruments 0.0%
Value ($000) $312 Shares 7,425 Est. Cost $27.65 Unrealized
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $309 Shares 2,408 Est. Cost $104.54 Unrealized
DGX Quest Diagnostics 0.0%
Value ($000) $307 Shares 2,871 Est. Cost $50.77 Unrealized +78.3%
MCHP Microchip Technology 0.0%
Value ($000) $293 Shares 3,150 Est. Cost $19.83 Unrealized +102.6%
PHM Pultegroup Inc. 0.0%
Value ($000) $292 Shares 8,000 Est. Cost $25.30 Unrealized +23.0%
Unilever NV ORD 0.0%
Value ($000) $290 Shares 4,830 Est. Cost $53.83 Unrealized
BIP Brookfield Infrastructure Part 0.0%
Value ($000) $289 Shares 5,824 Est. Cost $39.52 Unrealized
CHTR Charter Communications 0.0%
Value ($000) $289 Shares 700 Est. Cost $218.51 Unrealized +84.7%
ALGN Align Technology Inc 0.0%
Value ($000) $283 Shares 1,565 Est. Cost $135.62 Unrealized +53.3%
ELV Anthem Inc 0.0%
Value ($000) $280 Shares 1,167 Est. Cost $174.55 Unrealized +44.0%
Aptiv Plc 0.0%
Value ($000) $279 Shares 3,194 Est. Cost $79.76 Unrealized
First Republic Bank/CA 0.0%
Value ($000) $278 Shares 2,875 Est. Cost $96.26 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $274 Shares 2,000 Est. Cost $99.10 Unrealized +36.4%
RSG Republic Services 0.0%
Value ($000) $257 Shares 2,966 Est. Cost $59.86 Unrealized +33.7%
UPS United Parcel Service Class B 0.0%
Value ($000) $255 Shares 2,129 Est. Cost $86.06 Unrealized +3.4%
ET Energy Transfer LP 0.0%
Value ($000) $253 Shares 19,358 Est. Cost $13.23 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $253 Shares 16,676 Est. Cost $7.41 Unrealized +56.3%
SHAK Shake Shack Inc 0.0%
Value ($000) $252 Shares 2,575 Est. Cost $88.33 Unrealized 0.0%
ASML ASML Holding NV NY Registry Sh 0.0%
Value ($000) $248 Shares 1,000 Est. Cost $248.00 Unrealized
XLI Sector SPDR Indl Select of Ben 0.0%
Value ($000) $245 Shares 3,155 Est. Cost $58.98 Unrealized
New Relic 0.0%
Value ($000) $245 Shares 3,985 Est. Cost $35.67 Unrealized
RPM RPM International Inc 0.0%
Value ($000) $244 Shares 3,550 Est. Cost $50.15 Unrealized +32.1%
SNY Sanofi-Aventis ADR 0.0%
Value ($000) $242 Shares 5,216 Est. Cost $44.75 Unrealized
VB Vanguard Small Cap ETF 0.0%
Value ($000) $236 Shares 1,533 Est. Cost $143.72 Unrealized
ADM Archer-Daniels-Midland 0.0%
Value ($000) $235 Shares 5,710 Est. Cost $37.72 Unrealized -12.4%
Kansas City Southern 0.0%
Value ($000) $235 Shares 1,770 Est. Cost $103.31 Unrealized
Kirkland Lake Gold Ltd 0.0%
Value ($000) $234 Shares 5,225 Est. Cost $42.87 Unrealized
KKR KKR & Co Inc 0.0%
Value ($000) $231 Shares 8,605 Est. Cost $24.68 Unrealized 0.0%
EQIX Equinix Inc 0.0%
Value ($000) $231 Shares 400 Est. Cost $424.21 Unrealized +12.6%
WST West Pharmaceutical Services I 0.0%
Value ($000) $230 Shares 1,625 Est. Cost $115.92 Unrealized +16.8%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $229 Shares 5,041 Est. Cost $39.39 Unrealized +13.4%
CTSO CytoSorbents Corp 0.0%
Value ($000) $229 Shares 45,497 Est. Cost $9.59 Unrealized -39.3%
TDOC Teladoc Inc 0.0%
Value ($000) $220 Shares 3,250 Est. Cost $58.28 Unrealized +12.9%
GDX VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $218 Shares 8,165 Est. Cost $25.60 Unrealized
CHRW CH Robinson 0.0%
Value ($000) $215 Shares 2,532 Est. Cost $44.62 Unrealized +61.6%
EGP EastGroup Properties Inc REIT 0.0%
Value ($000) $215 Shares 1,720 Est. Cost $125.00 Unrealized
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $213 Shares 2,761 Est. Cost $66.20 Unrealized +2.6%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $209 Shares 754 Est. Cost $374.62 Unrealized -21.4%
Pioneer Natural 0.0%
Value ($000) $207 Shares 1,645 Est. Cost $152.07 Unrealized
FDX FedEx Corporation 0.0%
Value ($000) $204 Shares 1,400 Est. Cost $191.87 Unrealized -25.3%
ALL Allstate 0.0%
Value ($000) $203 Shares 1,866 Est. Cost $83.49 Unrealized +7.4%
LOGI Logitech Intl SA 0.0%
Value ($000) $203 Shares 5,000 Est. Cost $36.16 Unrealized 0.0%
Reaves Util Income Fd 0.0%
Value ($000) $202 Shares 5,500 Est. Cost $36.73 Unrealized
NVDA Nvidia Corp 0.0%
Value ($000) $200 Shares 1,149 Est. Cost $4.18 Unrealized 0.0%
Colony Credit Real Estate Inc 0.0%
Value ($000) $159 Shares 10,964 Est. Cost $14.50 Unrealized
Tencent Music Entertainment Gr 0.0%
Value ($000) $128 Shares 10,010 Est. Cost $12.79 Unrealized
Kala Pharmaceuticals Inc. 0.0%
Value ($000) $90 Shares 23,600 Est. Cost $4.87 Unrealized
Salisbury Bancorp 0.0%
Value ($000) $87 Shares 2,200 Est. Cost $35.91 Unrealized
IONS Ionis Pharmaceuticals Inc 0.0%
Value ($000) $49 Shares 804 Est. Cost $65.17 Unrealized 0.0%