BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 7, 2020

Total Value ($000): $2,496,641 (100.0% shares, 0.0% debt)

Holdings (326)

MSFT Microsoft 5.6%
Value ($000) $138,990 Shares 881,298 Est. Cost $31.49 Unrealized +396.5%
AAPL Apple Inc 3.9%
Value ($000) $97,747 Shares 384,393 Est. Cost $20.51 Unrealized +246.6%
DHR Danaher 3.1%
Value ($000) $78,252 Shares 565,366 Est. Cost $50.94 Unrealized +157.8%
JPM J P Morgan Chase 3.1%
Value ($000) $78,064 Shares 867,083 Est. Cost $45.43 Unrealized +128.1%
GOOGL Alphabet Inc. Class A 2.6%
Value ($000) $63,738 Shares 54,854 Est. Cost $36.98 Unrealized +81.9%
TMO Thermo Fisher Scientific 2.5%
Value ($000) $63,034 Shares 222,263 Est. Cost $131.41 Unrealized +136.3%
PEP Pepsico 2.4%
Value ($000) $60,982 Shares 507,760 Est. Cost $66.70 Unrealized +69.1%
ADBE Adobe Inc. 2.3%
Value ($000) $58,424 Shares 183,585 Est. Cost $160.07 Unrealized +113.7%
MA Mastercard Inc Cl A 2.2%
Value ($000) $53,878 Shares 223,041 Est. Cost $103.71 Unrealized +177.5%
AMZN Amazon.Com 2.1%
Value ($000) $51,404 Shares 26,365 Est. Cost $36.38 Unrealized +166.0%
Costco 2.0%
Value ($000) $49,357 Shares 173,104 Est. Cost $134.96 Unrealized
MRK Merck 1.8%
Value ($000) $44,392 Shares 576,970 Est. Cost $35.66 Unrealized +82.5%
BRK/B Berkshire Hathaway Cl B 1.8%
Value ($000) $44,098 Shares 241,196 Est. Cost $147.73 Unrealized +43.9%
NSRGY Nestle SA Sponsored ADR 1.8%
Value ($000) $43,906 Shares 426,312 Est. Cost $66.74 Unrealized
JNJ Johnson & Johnson 1.7%
Value ($000) $42,978 Shares 327,749 Est. Cost $62.63 Unrealized +91.8%
MRSH Marsh & McLennan 1.6%
Value ($000) $40,519 Shares 468,645 Est. Cost $31.97 Unrealized +204.5%
HD Home Depot 1.6%
Value ($000) $39,535 Shares 211,745 Est. Cost $93.98 Unrealized +102.3%
CMCSA Comcast Cl A 1.5%
Value ($000) $37,339 Shares 1,086,063 Est. Cost $30.03 Unrealized +20.0%
NKE Nike Inc Class B 1.4%
Value ($000) $34,336 Shares 414,990 Est. Cost $44.91 Unrealized +91.3%
DIS Walt Disney 1.3%
Value ($000) $32,226 Shares 333,604 Est. Cost $78.36 Unrealized +57.6%
CSCO Cisco Systems 1.2%
Value ($000) $31,151 Shares 792,440 Est. Cost $23.51 Unrealized +56.0%
GLD SPDR Gold Shares 1.2%
Value ($000) $30,733 Shares 207,585 Est. Cost $122.48 Unrealized
ZTS Zoetis Inc 1.2%
Value ($000) $28,976 Shares 246,203 Est. Cost $34.32 Unrealized +265.2%
BDX Becton Dickinson 1.2%
Value ($000) $28,924 Shares 125,882 Est. Cost $191.67 Unrealized +17.4%
ABT Abbott Labs 1.1%
Value ($000) $28,564 Shares 361,981 Est. Cost $29.86 Unrealized +152.3%
MDLZ Mondelez International 1.1%
Value ($000) $27,683 Shares 552,773 Est. Cost $29.36 Unrealized +59.1%
SYK Stryker 1.1%
Value ($000) $27,394 Shares 164,541 Est. Cost $157.33 Unrealized +16.5%
MCD McDonalds 1.1%
Value ($000) $27,191 Shares 164,448 Est. Cost $77.53 Unrealized +121.6%
United Technologies 1.1%
Value ($000) $26,483 Shares 280,745 Est. Cost $100.66 Unrealized
AEM Agnico Eagle Mines Limited 1.0%
Value ($000) $25,976 Shares 652,826 Est. Cost $39.54 Unrealized +15.9%
HON Honeywell International 1.0%
Value ($000) $25,680 Shares 191,944 Est. Cost $81.24 Unrealized +68.1%
UNP Union Pacific 1.0%
Value ($000) $25,618 Shares 181,635 Est. Cost $72.74 Unrealized +99.3%
MKC McCormick 1.0%
Value ($000) $25,248 Shares 178,795 Est. Cost $30.16 Unrealized +128.7%
NOC Northrop Grumman 1.0%
Value ($000) $24,682 Shares 81,580 Est. Cost $312.62 Unrealized +0.9%
ENB Enbridge Inc 1.0%
Value ($000) $24,553 Shares 844,023 Est. Cost $23.97 Unrealized +4.3%
PG Procter & Gamble 1.0%
Value ($000) $23,919 Shares 217,446 Est. Cost $55.92 Unrealized +85.7%
CCI Crown Castle International Cor 0.9%
Value ($000) $22,929 Shares 158,786 Est. Cost $65.94 Unrealized +74.2%
UNH United Health Group 0.9%
Value ($000) $22,734 Shares 91,161 Est. Cost $203.85 Unrealized +22.5%
ADP Automatic Data Processing 0.9%
Value ($000) $21,276 Shares 155,661 Est. Cost $53.49 Unrealized +165.4%
IQV IQVIA Holdings 0.8%
Value ($000) $20,678 Shares 191,712 Est. Cost $135.01 Unrealized +5.8%
EFX Equifax 0.8%
Value ($000) $19,215 Shares 160,866 Est. Cost $125.18 Unrealized +11.1%
FISV Fiserv 0.7%
Value ($000) $18,606 Shares 195,871 Est. Cost $85.51 Unrealized +29.9%
SSNC SS & C Technologies 0.7%
Value ($000) $18,392 Shares 419,728 Est. Cost $47.10 Unrealized +20.1%
APH Amphenol 0.7%
Value ($000) $16,551 Shares 227,105 Est. Cost $10.93 Unrealized +106.2%
SBUX Starbucks 0.6%
Value ($000) $15,942 Shares 242,505 Est. Cost $41.83 Unrealized +69.7%
KO Coca Cola 0.6%
Value ($000) $15,797 Shares 356,989 Est. Cost $28.55 Unrealized +57.6%
NVS Novartis A G ADR 0.6%
Value ($000) $15,487 Shares 187,829 Est. Cost $75.47 Unrealized
CB Chubb Ltd 0.6%
Value ($000) $15,202 Shares 136,106 Est. Cost $102.61 Unrealized +27.1%
CVX Chevron Corp 0.6%
Value ($000) $15,062 Shares 207,872 Est. Cost $78.51 Unrealized -3.2%
DE Deere 0.6%
Value ($000) $14,679 Shares 106,248 Est. Cost $101.16 Unrealized +44.0%
CAT Caterpillar 0.6%
Value ($000) $14,113 Shares 121,624 Est. Cost $69.93 Unrealized +62.1%
AXP American Express 0.6%
Value ($000) $14,022 Shares 163,794 Est. Cost $62.13 Unrealized +73.2%
MTD Mettler-Toledo International 0.6%
Value ($000) $13,845 Shares 20,051 Est. Cost $603.15 Unrealized +23.7%
WY Weyerhaeuser 0.5%
Value ($000) $13,685 Shares 807,377 Est. Cost $20.29 Unrealized +4.4%
RBC Bearings Inc 0.5%
Value ($000) $13,287 Shares 117,805 Est. Cost $96.48 Unrealized
SPY SPDR S&P 500 ETF Index 0.5%
Value ($000) $12,894 Shares 50,026 Est. Cost $235.86 Unrealized
CNI Canadian National Railway 0.5%
Value ($000) $12,731 Shares 163,991 Est. Cost $55.24 Unrealized +41.1%
DLB Dolby Laboratories Inc 0.5%
Value ($000) $12,287 Shares 226,662 Est. Cost $50.71 Unrealized +18.4%
STZ Constellation Brands Inc Cl A 0.5%
Value ($000) $11,958 Shares 83,412 Est. Cost $156.04 Unrealized +2.6%
GOOG Alphabet Inc. Class C 0.5%
Value ($000) $11,677 Shares 10,042 Est. Cost $36.77 Unrealized +83.1%
ABBV Abbvie Inc 0.5%
Value ($000) $11,648 Shares 152,885 Est. Cost $31.98 Unrealized +110.1%
PFE Pfizer 0.5%
Value ($000) $11,599 Shares 355,362 Est. Cost $17.25 Unrealized +49.7%
ORCL Oracle 0.5%
Value ($000) $11,554 Shares 239,067 Est. Cost $41.19 Unrealized +15.3%
LOW Lowes 0.5%
Value ($000) $11,373 Shares 132,172 Est. Cost $39.25 Unrealized +150.4%
TJX TJX Corp 0.4%
Value ($000) $10,980 Shares 229,661 Est. Cost $35.00 Unrealized +52.4%
CLVT Clarivate Analytics Plc 0.4%
Value ($000) $9,957 Shares 479,847 Est. Cost $16.84 Unrealized +18.9%
MMM 3M Company 0.4%
Value ($000) $9,140 Shares 66,957 Est. Cost $70.70 Unrealized +49.9%
FTV Fortive Corp 0.3%
Value ($000) $8,617 Shares 156,139 Est. Cost $32.65 Unrealized +30.6%
VEA Vanguard FTSE ETF Developed Ma 0.3%
Value ($000) $8,557 Shares 256,673 Est. Cost $40.98 Unrealized
SWK Stanley Black & Decker Inc 0.3%
Value ($000) $8,176 Shares 81,761 Est. Cost $88.44 Unrealized +34.6%
META Facebook Inc 0.3%
Value ($000) $8,102 Shares 48,574 Est. Cost $116.36 Unrealized +67.1%
VZ Verizon 0.3%
Value ($000) $7,770 Shares 144,612 Est. Cost $28.07 Unrealized +46.1%
USB US Bancorp 0.3%
Value ($000) $7,618 Shares 221,136 Est. Cost $26.01 Unrealized +43.1%
XOM Exxon Mobil 0.3%
Value ($000) $7,533 Shares 198,396 Est. Cost $53.28 Unrealized -21.0%
APD Air Products & Chemicals Inc 0.3%
Value ($000) $7,516 Shares 37,652 Est. Cost $92.82 Unrealized +112.3%
Ansys 0.3%
Value ($000) $7,470 Shares 32,133 Est. Cost $89.30 Unrealized
TECH Bio-Techne Corp 0.3%
Value ($000) $7,380 Shares 38,918 Est. Cost $43.22 Unrealized +12.9%
LMT Lockheed Martin 0.3%
Value ($000) $6,876 Shares 20,285 Est. Cost $132.65 Unrealized +152.5%
ECL Ecolab 0.3%
Value ($000) $6,742 Shares 43,264 Est. Cost $108.10 Unrealized +63.1%
NEE NextEra Energy 0.3%
Value ($000) $6,523 Shares 27,108 Est. Cost $19.13 Unrealized +183.9%
ILMN Illumina Inc 0.3%
Value ($000) $6,341 Shares 23,217 Est. Cost $241.34 Unrealized +15.9%
IBM International Business Machine 0.3%
Value ($000) $6,288 Shares 56,689 Est. Cost $115.85 Unrealized -15.2%
ES Eversource Energy 0.2%
Value ($000) $6,165 Shares 78,832 Est. Cost $59.83 Unrealized +18.1%
V Visa Incorporated 0.2%
Value ($000) $5,788 Shares 35,924 Est. Cost $87.36 Unrealized +106.8%
KMI Kinder Morgan Inc 0.2%
Value ($000) $5,759 Shares 413,699 Est. Cost $12.97 Unrealized +3.1%
O Realty Income Corp 0.2%
Value ($000) $5,724 Shares 114,810 Est. Cost $26.09 Unrealized +98.8%
SHW Sherwin-Williams 0.2%
Value ($000) $5,535 Shares 12,045 Est. Cost $106.49 Unrealized +60.8%
Magellan Midstream Partners LP 0.2%
Value ($000) $5,529 Shares 151,511 Est. Cost $58.88 Unrealized
CI CIGNA Corp 0.2%
Value ($000) $5,383 Shares 30,383 Est. Cost $189.99 Unrealized -6.6%
NI Nisource 0.2%
Value ($000) $5,369 Shares 215,000 Est. Cost $7.81 Unrealized +190.4%
BABA Alibaba Group Holding-SP ADR 0.2%
Value ($000) $5,327 Shares 27,391 Est. Cost $154.98 Unrealized
WAB Wabtec Corp 0.2%
Value ($000) $5,261 Shares 109,304 Est. Cost $68.48 Unrealized -3.2%
BAX Baxter International 0.2%
Value ($000) $5,118 Shares 63,036 Est. Cost $40.81 Unrealized +88.1%
BAC Bank of America 0.2%
Value ($000) $5,037 Shares 237,277 Est. Cost $18.15 Unrealized +42.7%
KMB Kimberly-Clark 0.2%
Value ($000) $4,882 Shares 38,180 Est. Cost $73.76 Unrealized +52.0%
VWO Vanguard Emerging Markets Stoc 0.2%
Value ($000) $4,863 Shares 144,954 Est. Cost $41.53 Unrealized
BMY Bristol-Myers Squibb 0.2%
Value ($000) $4,786 Shares 85,857 Est. Cost $37.75 Unrealized +28.7%
LLY Eli Lilly 0.2%
Value ($000) $4,658 Shares 33,579 Est. Cost $48.20 Unrealized +165.9%
UTL Unitil Corp 0.2%
Value ($000) $4,632 Shares 88,534 Est. Cost $29.13 Unrealized +103.4%
INTC Intel 0.2%
Value ($000) $4,569 Shares 84,425 Est. Cost $20.68 Unrealized +153.0%
ACN Accenture Plc Class A F 0.2%
Value ($000) $4,443 Shares 27,214 Est. Cost $94.18 Unrealized +88.0%
PYPL PayPal Holdings 0.2%
Value ($000) $4,405 Shares 46,010 Est. Cost $51.14 Unrealized +115.4%
BX The Blackstone Group Inc - A 0.2%
Value ($000) $4,359 Shares 95,651 Est. Cost $39.36 Unrealized +15.0%
EPD Enterprise Products LP 0.2%
Value ($000) $4,330 Shares 302,782 Est. Cost $47.78 Unrealized
TRV The Travelers Companies Inc 0.2%
Value ($000) $4,244 Shares 42,720 Est. Cost $82.03 Unrealized +33.6%
VBK Vanguard Small Cap Growth 0.2%
Value ($000) $3,900 Shares 25,946 Est. Cost $135.43 Unrealized
VGT Vanguard Information Techology 0.2%
Value ($000) $3,837 Shares 18,108 Est. Cost $119.23 Unrealized
D Dominion Energy 0.1%
Value ($000) $3,731 Shares 51,689 Est. Cost $35.85 Unrealized +76.1%
CL Colgate-Palmolive 0.1%
Value ($000) $3,558 Shares 53,621 Est. Cost $47.02 Unrealized +30.9%
STT State Street 0.1%
Value ($000) $3,523 Shares 66,132 Est. Cost $49.31 Unrealized +16.1%
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $3,504 Shares 26,615 Est. Cost $150.55 Unrealized
CME CME Group Inc 0.1%
Value ($000) $3,383 Shares 19,565 Est. Cost $42.73 Unrealized +273.5%
TE Connectivity Limited 0.1%
Value ($000) $3,381 Shares 53,678 Est. Cost $68.20 Unrealized
CRM Salesforce.com Inc 0.1%
Value ($000) $3,345 Shares 23,231 Est. Cost $142.83 Unrealized +18.6%
WFC Wells Fargo 0.1%
Value ($000) $3,161 Shares 110,149 Est. Cost $40.19 Unrealized -8.8%
BAH Booz Allen Hamilton Holdings 0.1%
Value ($000) $3,159 Shares 46,025 Est. Cost $63.75 Unrealized +3.6%
MRCY Mercury Systems Inc 0.1%
Value ($000) $3,136 Shares 43,960 Est. Cost $69.39 Unrealized +9.2%
SU Suncor Energy Inc 0.1%
Value ($000) $3,078 Shares 194,797 Est. Cost $20.15 Unrealized +3.1%
TRP TC Energy Corp 0.1%
Value ($000) $3,054 Shares 68,934 Est. Cost $34.40 Unrealized +8.5%
NSC Norfolk Southern 0.1%
Value ($000) $2,899 Shares 19,856 Est. Cost $58.57 Unrealized +179.4%
Spirit Realty Capital Inc. 0.1%
Value ($000) $2,861 Shares 109,415 Est. Cost $38.94 Unrealized
BALL Ball Corp 0.1%
Value ($000) $2,845 Shares 44,003 Est. Cost $65.30 Unrealized 0.0%
GIS General Mills 0.1%
Value ($000) $2,827 Shares 53,576 Est. Cost $32.68 Unrealized +32.5%
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $2,804 Shares 31,572 Est. Cost $118.53 Unrealized
GILD Gilead Sciences 0.1%
Value ($000) $2,736 Shares 36,594 Est. Cost $52.26 Unrealized +5.1%
1/100 Berkshire Hathaway Class 0.1%
Value ($000) $2,720 Shares 1,000 Est. Cost $1832.18 Unrealized
FAST Fastenal Company 0.1%
Value ($000) $2,688 Shares 86,021 Est. Cost $10.90 Unrealized +39.1%
Store Capital Corp 0.1%
Value ($000) $2,664 Shares 147,044 Est. Cost $25.46 Unrealized
ADI Analog Devices 0.1%
Value ($000) $2,648 Shares 29,533 Est. Cost $35.99 Unrealized +173.2%
C Citigroup 0.1%
Value ($000) $2,614 Shares 62,068 Est. Cost $51.84 Unrealized +4.5%
Raytheon 0.1%
Value ($000) $2,570 Shares 19,598 Est. Cost $151.99 Unrealized
AJG Arthur J Gallagher & Co 0.1%
Value ($000) $2,503 Shares 30,712 Est. Cost $46.70 Unrealized +91.4%
TGT Target 0.1%
Value ($000) $2,458 Shares 26,434 Est. Cost $56.48 Unrealized +68.2%
NVR Inc 0.1%
Value ($000) $2,441 Shares 950 Est. Cost $1951.85 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $2,227 Shares 37,535 Est. Cost $63.10 Unrealized -12.3%
T AT & T 0.1%
Value ($000) $2,214 Shares 75,949 Est. Cost $14.70 Unrealized +23.6%
ROST Ross Stores 0.1%
Value ($000) $2,186 Shares 25,131 Est. Cost $62.81 Unrealized +60.4%
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $2,115 Shares 35,141 Est. Cost $46.50 Unrealized
CCK Crown Holdings Inc 0.1%
Value ($000) $2,080 Shares 35,845 Est. Cost $66.14 Unrealized 0.0%
WMT Walmart 0.1%
Value ($000) $1,946 Shares 17,125 Est. Cost $26.18 Unrealized +35.1%
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $1,904 Shares 7 Est. Cost $177565.06 Unrealized +79.5%
ISRG Intuitive Surgical 0.1%
Value ($000) $1,895 Shares 3,827 Est. Cost $101.43 Unrealized +80.6%
Linde Plc 0.1%
Value ($000) $1,831 Shares 10,581 Est. Cost $156.06 Unrealized
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $1,790 Shares 33,488 Est. Cost $67.57 Unrealized
VNQ Vanguard REIT Index ETF 0.1%
Value ($000) $1,774 Shares 25,404 Est. Cost $79.48 Unrealized
QCOM Qualcomm 0.1%
Value ($000) $1,725 Shares 25,502 Est. Cost $44.15 Unrealized +62.9%
IWB iShares Russell 1000 Index 0.1%
Value ($000) $1,588 Shares 11,217 Est. Cost $153.07 Unrealized
TSM Taiwan Semiconductor Mft Co Lt 0.1%
Value ($000) $1,579 Shares 33,046 Est. Cost $55.75 Unrealized
JD JD.Com Inc-ADR 0.1%
Value ($000) $1,571 Shares 38,800 Est. Cost $30.19 Unrealized
EMR Emerson Electric 0.1%
Value ($000) $1,554 Shares 32,617 Est. Cost $40.49 Unrealized +42.7%
TXN Texas Instruments 0.1%
Value ($000) $1,520 Shares 15,211 Est. Cost $42.68 Unrealized +138.1%
VTI Vanguard Total Stock Market Vi 0.1%
Value ($000) $1,502 Shares 11,655 Est. Cost $101.53 Unrealized
TFX Teleflex 0.1%
Value ($000) $1,492 Shares 5,095 Est. Cost $336.62 Unrealized 0.0%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $1,488 Shares 13,000 Est. Cost $136.18 Unrealized
DHI D R Horton Inc 0.1%
Value ($000) $1,482 Shares 43,579 Est. Cost $34.34 Unrealized +42.5%
LDOS Leidos Holdings Inc 0.1%
Value ($000) $1,480 Shares 16,149 Est. Cost $81.14 Unrealized +14.9%
WAT Waters Corp 0.1%
Value ($000) $1,424 Shares 7,823 Est. Cost $144.63 Unrealized +45.8%
AMGN Amgen 0.1%
Value ($000) $1,416 Shares 6,985 Est. Cost $124.55 Unrealized +46.3%
PM Philip Morris International 0.1%
Value ($000) $1,410 Shares 19,320 Est. Cost $52.89 Unrealized +14.8%
Cooper Companies 0.1%
Value ($000) $1,400 Shares 5,078 Est. Cost $239.26 Unrealized
MDT Medtronic PLC 0.1%
Value ($000) $1,393 Shares 15,443 Est. Cost $63.31 Unrealized +42.4%
WRB WR Berkley Corporation 0.1%
Value ($000) $1,371 Shares 26,284 Est. Cost $17.11 Unrealized +53.4%
Coupa Software Inc 0.1%
Value ($000) $1,357 Shares 9,711 Est. Cost $139.74 Unrealized
DUK Duke Energy 0.1%
Value ($000) $1,337 Shares 16,526 Est. Cost $44.66 Unrealized +62.8%
BA Boeing 0.1%
Value ($000) $1,335 Shares 8,953 Est. Cost $318.39 Unrealized -14.3%
CCOI Cogent Communications Group 0.1%
Value ($000) $1,315 Shares 16,048 Est. Cost $18.42 Unrealized +197.5%
Alerian MLP 0.1%
Value ($000) $1,309 Shares 380,500 Est. Cost $11.02 Unrealized
HSIC Henry Schein 0.1%
Value ($000) $1,308 Shares 25,888 Est. Cost $55.41 Unrealized +14.5%
SLB Schlumberger 0.1%
Value ($000) $1,279 Shares 94,839 Est. Cost $34.77 Unrealized -27.3%
HXL Hexcel Corp 0.1%
Value ($000) $1,269 Shares 34,120 Est. Cost $74.19 Unrealized -13.0%
EEM iShares MSCI Emerg Mkts ETF 0.1%
Value ($000) $1,266 Shares 37,108 Est. Cost $44.05 Unrealized
EOG EOG Resources 0.0%
Value ($000) $1,241 Shares 34,562 Est. Cost $73.46 Unrealized -32.4%
Brookfield Asset Management In 0.0%
Value ($000) $1,233 Shares 27,874 Est. Cost $44.46 Unrealized
Ceridian HCM Holding Inc 0.0%
Value ($000) $1,231 Shares 24,590 Est. Cost $37.60 Unrealized
ITW Illinois Tool Works 0.0%
Value ($000) $1,214 Shares 8,541 Est. Cost $72.61 Unrealized +103.2%
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $1,156 Shares 11,177 Est. Cost $85.88 Unrealized
DOW Dow Inc 0.0%
Value ($000) $1,152 Shares 39,412 Est. Cost $34.65 Unrealized -11.7%
General Electric 0.0%
Value ($000) $1,107 Shares 139,412 Est. Cost $24.55 Unrealized
AMT Amer Tower Cl A 0.0%
Value ($000) $1,097 Shares 5,038 Est. Cost $83.95 Unrealized +134.9%
DAL Delta Airlines 0.0%
Value ($000) $1,091 Shares 38,250 Est. Cost $40.16 Unrealized +19.6%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $1,089 Shares 23,794 Est. Cost $68.79 Unrealized
TDY Teledyne Technologies 0.0%
Value ($000) $1,039 Shares 3,495 Est. Cost $298.57 Unrealized +15.1%
Aptiv Plc 0.0%
Value ($000) $988 Shares 20,065 Est. Cost $55.53 Unrealized
AWK American Water Works Company I 0.0%
Value ($000) $977 Shares 8,175 Est. Cost $39.82 Unrealized +189.9%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $958 Shares 5,843 Est. Cost $31.41 Unrealized +11.2%
INTU Intuit 0.0%
Value ($000) $943 Shares 4,102 Est. Cost $67.00 Unrealized +289.4%
CHD Church & Dwight 0.0%
Value ($000) $922 Shares 14,368 Est. Cost $35.92 Unrealized +84.4%
WM Waste Management 0.0%
Value ($000) $921 Shares 9,950 Est. Cost $62.83 Unrealized +65.8%
CFG Citizens Financial Group 0.0%
Value ($000) $909 Shares 48,300 Est. Cost $25.65 Unrealized -2.2%
Royal Dutch Shell B ADRF Spons 0.0%
Value ($000) $901 Shares 27,578 Est. Cost $59.37 Unrealized
JBHT Hunt JB Transport Services 0.0%
Value ($000) $861 Shares 9,336 Est. Cost $75.90 Unrealized +29.8%
CLX Clorox 0.0%
Value ($000) $841 Shares 4,852 Est. Cost $123.51 Unrealized +12.3%
OMC Omnicom 0.0%
Value ($000) $833 Shares 15,179 Est. Cost $50.86 Unrealized +12.4%
MTB M&T Bank 0.0%
Value ($000) $831 Shares 8,031 Est. Cost $107.81 Unrealized +12.4%
Barrick Gold Corp 0.0%
Value ($000) $830 Shares 45,303 Est. Cost $18.32 Unrealized
SYY Sysco 0.0%
Value ($000) $827 Shares 18,134 Est. Cost $33.30 Unrealized +76.6%
HOLX Hologic Inc 0.0%
Value ($000) $826 Shares 23,530 Est. Cost $47.61 Unrealized 0.0%
TSCO Tractor Supply Company 0.0%
Value ($000) $826 Shares 9,774 Est. Cost $13.00 Unrealized +25.8%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $814 Shares 3,420 Est. Cost $175.53 Unrealized +30.7%
MAS Masco 0.0%
Value ($000) $807 Shares 23,350 Est. Cost $41.05 Unrealized -3.6%
MO Altria Group Inc 0.0%
Value ($000) $796 Shares 20,583 Est. Cost $25.96 Unrealized +6.2%
IWF iShares Tr Russell 1000 Growth 0.0%
Value ($000) $758 Shares 5,030 Est. Cost $109.26 Unrealized
CHTR Charter Communications 0.0%
Value ($000) $754 Shares 1,727 Est. Cost $381.44 Unrealized +28.2%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $736 Shares 30,318 Est. Cost $19.64 Unrealized +18.6%
FSLR First Solar Inc 0.0%
Value ($000) $731 Shares 20,273 Est. Cost $51.79 Unrealized -8.2%
DEO Diageo Plc ADR 0.0%
Value ($000) $730 Shares 5,740 Est. Cost $137.05 Unrealized
HSY Hershey Foods 0.0%
Value ($000) $726 Shares 5,480 Est. Cost $73.67 Unrealized +74.4%
LHX L3Harris Technoligies Inc 0.0%
Value ($000) $696 Shares 3,862 Est. Cost $180.78 Unrealized +0.7%
BK Bank of New York Mellon 0.0%
Value ($000) $689 Shares 20,453 Est. Cost $23.13 Unrealized +52.9%
COP Conoco Phillips 0.0%
Value ($000) $646 Shares 20,963 Est. Cost $48.43 Unrealized -15.4%
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $645 Shares 14,905 Est. Cost $54.55 Unrealized
PAYX Paychex 0.0%
Value ($000) $645 Shares 10,247 Est. Cost $31.21 Unrealized +116.0%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $639 Shares 12,816 Est. Cost $65.23 Unrealized
IJH iShares Core S&P MidCap ETF 0.0%
Value ($000) $636 Shares 4,422 Est. Cost $172.65 Unrealized
GD General Dynamics 0.0%
Value ($000) $614 Shares 4,644 Est. Cost $144.40 Unrealized +0.4%
VTR Ventas Inc REIT 0.0%
Value ($000) $611 Shares 22,794 Est. Cost $39.62 Unrealized -0.5%
National Instruments 0.0%
Value ($000) $609 Shares 18,425 Est. Cost $38.10 Unrealized
SEDG SolarEdge Technologies Inc 0.0%
Value ($000) $606 Shares 7,400 Est. Cost $50.77 Unrealized +108.3%
QQQ Invesco QQQ Trust Series 1 0.0%
Value ($000) $604 Shares 3,172 Est. Cost $180.90 Unrealized
AZO AutoZone Inc 0.0%
Value ($000) $592 Shares 700 Est. Cost $525.16 Unrealized +97.9%
BNS Bank of Nova Scotia 0.0%
Value ($000) $591 Shares 14,573 Est. Cost $31.84 Unrealized +15.3%
GWW Grainger W W 0.0%
Value ($000) $586 Shares 2,358 Est. Cost $219.66 Unrealized +25.4%
SPG Simon Property Group 0.0%
Value ($000) $586 Shares 10,676 Est. Cost $102.18 Unrealized -15.7%
SPGI S&P Global Inc 0.0%
Value ($000) $585 Shares 2,387 Est. Cost $173.46 Unrealized +50.6%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $557 Shares 5,506 Est. Cost $101.78 Unrealized +22.7%
PCH Potlatch Corporation 0.0%
Value ($000) $542 Shares 17,264 Est. Cost $39.56 Unrealized
VFC V F Corp 0.0%
Value ($000) $540 Shares 9,977 Est. Cost $58.26 Unrealized +33.8%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $533 Shares 5,459 Est. Cost $58.72 Unrealized +62.7%
Peoples United Financial Inc 0.0%
Value ($000) $527 Shares 47,700 Est. Cost $16.02 Unrealized
Royal Dutch Shell A ADRF ADR 0.0%
Value ($000) $526 Shares 15,084 Est. Cost $71.83 Unrealized
DD DuPont De Nemours Inc 0.0%
Value ($000) $522 Shares 15,307 Est. Cost $27.24 Unrealized -33.4%
YUM Yum Brands Inc 0.0%
Value ($000) $503 Shares 7,337 Est. Cost $56.17 Unrealized +48.8%
CGNX Cognex 0.0%
Value ($000) $492 Shares 11,645 Est. Cost $47.12 Unrealized 0.0%
BlackRock Inc 0.0%
Value ($000) $491 Shares 1,116 Est. Cost $367.68 Unrealized
Kellogg 0.0%
Value ($000) $471 Shares 7,843 Est. Cost $40.27 Unrealized +23.1%
HUM Humana 0.0%
Value ($000) $467 Shares 1,487 Est. Cost $319.98 Unrealized 0.0%
EZM Wisdom Tree MidCap Earnings Fu 0.0%
Value ($000) $455 Shares 17,240 Est. Cost $38.67 Unrealized
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $451 Shares 1,745 Est. Cost $292.78 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $451 Shares 5,981 Est. Cost $40.35 Unrealized +88.9%
TRU TransUnion 0.0%
Value ($000) $432 Shares 6,530 Est. Cost $62.31 Unrealized +34.7%
CHKP Check Point Software 0.0%
Value ($000) $432 Shares 4,300 Est. Cost $52.09 Unrealized +105.6%
XLK Select Sector S&P Technology I 0.0%
Value ($000) $429 Shares 5,343 Est. Cost $55.59 Unrealized
Allergan PLC 0.0%
Value ($000) $425 Shares 2,400 Est. Cost $230.86 Unrealized
GDX VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $411 Shares 17,835 Est. Cost $24.20 Unrealized
EA Electronic Arts 0.0%
Value ($000) $403 Shares 4,025 Est. Cost $93.08 Unrealized +9.9%
Discover Financial Services 0.0%
Value ($000) $401 Shares 11,244 Est. Cost $62.30 Unrealized
OKTA Okta Inc 0.0%
Value ($000) $399 Shares 3,265 Est. Cost $59.55 Unrealized +110.7%
TT Trane Technologies 0.0%
Value ($000) $398 Shares 4,820 Est. Cost $93.73 Unrealized 0.0%
EBAY Ebay 0.0%
Value ($000) $388 Shares 12,904 Est. Cost $26.87 Unrealized +17.3%
IP International Paper 0.0%
Value ($000) $383 Shares 12,308 Est. Cost $27.03 Unrealized +5.4%
PEG Public Service Enterprise 0.0%
Value ($000) $382 Shares 8,507 Est. Cost $28.55 Unrealized +54.6%
WEC WEC Energy Group Inc 0.0%
Value ($000) $380 Shares 4,316 Est. Cost $42.46 Unrealized +87.2%
PH Parker-Hannifin 0.0%
Value ($000) $379 Shares 2,924 Est. Cost $145.80 Unrealized +14.3%
NVDA Nvidia Corp 0.0%
Value ($000) $371 Shares 1,408 Est. Cost $4.37 Unrealized +43.9%
PGR Progressive 0.0%
Value ($000) $367 Shares 4,966 Est. Cost $24.47 Unrealized +167.0%
PPG PPG Industries 0.0%
Value ($000) $367 Shares 4,389 Est. Cost $80.28 Unrealized +23.3%
BKNG Booking Holdings Inc 0.0%
Value ($000) $355 Shares 264 Est. Cost $1755.46 Unrealized -1.7%
UPS United Parcel Service Class B 0.0%
Value ($000) $355 Shares 3,798 Est. Cost $84.15 Unrealized -2.7%
Proofpoint Inc 0.0%
Value ($000) $354 Shares 3,452 Est. Cost $120.40 Unrealized
Thomson Reuters Corporation 0.0%
Value ($000) $351 Shares 5,179 Est. Cost $48.27 Unrealized
MORN Morningstar Inc 0.0%
Value ($000) $351 Shares 3,021 Est. Cost $68.45 Unrealized +111.7%
Varian Medical 0.0%
Value ($000) $349 Shares 3,400 Est. Cost $75.34 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $344 Shares 704 Est. Cost $374.62 Unrealized +9.5%
GLW Corning 0.0%
Value ($000) $343 Shares 16,683 Est. Cost $17.84 Unrealized +23.8%
Kirkland Lake Gold Ltd 0.0%
Value ($000) $334 Shares 11,275 Est. Cost $36.48 Unrealized
SJM Smucker 0.0%
Value ($000) $327 Shares 2,947 Est. Cost $72.64 Unrealized +21.5%
IGV iShares North America Tech 0.0%
Value ($000) $326 Shares 1,550 Est. Cost $147.85 Unrealized
XEL XCEL Energy 0.0%
Value ($000) $324 Shares 5,379 Est. Cost $32.79 Unrealized +65.5%
PKG Packaging Corp. America 0.0%
Value ($000) $321 Shares 3,700 Est. Cost $93.91 Unrealized -13.7%
AFL AFLAC 0.0%
Value ($000) $320 Shares 9,332 Est. Cost $32.17 Unrealized +23.3%
MET Metlife Inc 0.0%
Value ($000) $314 Shares 10,285 Est. Cost $35.96 Unrealized +1.4%
Eaton Vance Corp 0.0%
Value ($000) $310 Shares 9,600 Est. Cost $46.67 Unrealized
Lexington Realty Trust 0.0%
Value ($000) $308 Shares 31,000 Est. Cost $9.94 Unrealized
HPQ HP Inc 0.0%
Value ($000) $304 Shares 17,491 Est. Cost $10.01 Unrealized +64.8%
EWBC East West Bancorp 0.0%
Value ($000) $300 Shares 11,652 Est. Cost $38.07 Unrealized -6.5%
PNC PNC Financial 0.0%
Value ($000) $299 Shares 3,122 Est. Cost $101.36 Unrealized +6.9%
LECO Lincoln Electric 0.0%
Value ($000) $295 Shares 4,279 Est. Cost $78.18 Unrealized +9.6%
Unilever NV ORD 0.0%
Value ($000) $293 Shares 5,998 Est. Cost $52.83 Unrealized
AMP Ameriprise Financial Inc Com 0.0%
Value ($000) $293 Shares 2,855 Est. Cost $70.11 Unrealized +91.1%
EW Edwards Lifesciences 0.0%
Value ($000) $290 Shares 1,538 Est. Cost $36.64 Unrealized +96.8%
ALC Alcon Inc 0.0%
Value ($000) $290 Shares 5,712 Est. Cost $57.87 Unrealized -2.1%
CTVA Corteva Inc 0.0%
Value ($000) $289 Shares 12,308 Est. Cost $25.02 Unrealized +2.2%
XLF Financial Select Sectors SPDR 0.0%
Value ($000) $288 Shares 13,836 Est. Cost $24.08 Unrealized
CFR Cullen/Frost Bankers 0.0%
Value ($000) $287 Shares 5,150 Est. Cost $47.52 Unrealized +43.4%
BXP Boston Properties 0.0%
Value ($000) $286 Shares 3,103 Est. Cost $95.05 Unrealized +0.6%
DGX Quest Diagnostics 0.0%
Value ($000) $283 Shares 3,519 Est. Cost $62.67 Unrealized +47.1%
PRU Prudential Financial Inc 0.0%
Value ($000) $283 Shares 5,433 Est. Cost $64.71 Unrealized -8.9%
Dunkin Brands 0.0%
Value ($000) $282 Shares 5,309 Est. Cost $50.00 Unrealized
iShares Core MSCI Emerging Mar 0.0%
Value ($000) $279 Shares 6,900 Est. Cost $51.98 Unrealized
GlaxoSmithKline PLC 0.0%
Value ($000) $277 Shares 7,299 Est. Cost $40.33 Unrealized
EQIX Equinix Inc 0.0%
Value ($000) $270 Shares 432 Est. Cost $429.93 Unrealized +24.7%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $269 Shares 3,374 Est. Cost $79.73 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $265 Shares 1,167 Est. Cost $174.55 Unrealized +44.0%
TTWO Take-Two Interactive Software 0.0%
Value ($000) $263 Shares 2,220 Est. Cost $118.20 Unrealized 0.0%
DOV Dover Corp 0.0%
Value ($000) $262 Shares 3,116 Est. Cost $98.38 Unrealized -0.6%
CDK Global Inc 0.0%
Value ($000) $258 Shares 7,844 Est. Cost $43.27 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $258 Shares 2,000 Est. Cost $99.10 Unrealized +43.5%
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $255 Shares 2,568 Est. Cost $112.18 Unrealized
CTSO CytoSorbents Corp 0.0%
Value ($000) $254 Shares 32,890 Est. Cost $9.59 Unrealized -47.3%
ALGN Align Technology Inc 0.0%
Value ($000) $237 Shares 1,365 Est. Cost $135.62 Unrealized +76.6%
TPR Tapestry Inc 0.0%
Value ($000) $233 Shares 18,000 Est. Cost $32.95 Unrealized -37.9%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $230 Shares 4,955 Est. Cost $49.40 Unrealized +10.3%
DOCU DocuSign Inc 0.0%
Value ($000) $226 Shares 2,450 Est. Cost $80.42 Unrealized 0.0%
Zscaler Inc. 0.0%
Value ($000) $226 Shares 3,720 Est. Cost $60.75 Unrealized
LNC Lincoln National 0.0%
Value ($000) $224 Shares 8,500 Est. Cost $35.63 Unrealized -0.5%
BIIB Biogen Inc 0.0%
Value ($000) $224 Shares 706 Est. Cost $277.46 Unrealized +9.4%
VB Vanguard Small Cap ETF 0.0%
Value ($000) $221 Shares 1,915 Est. Cost $148.08 Unrealized
WST West Pharmaceutical Services I 0.0%
Value ($000) $217 Shares 1,425 Est. Cost $115.92 Unrealized +30.8%
MCHP Microchip Technology 0.0%
Value ($000) $214 Shares 3,150 Est. Cost $19.83 Unrealized +111.7%
ILPT Industrial Logistics Prop Wi 0.0%
Value ($000) $210 Shares 12,000 Est. Cost $17.50 Unrealized
BIP Brookfield Infrastructure Part 0.0%
Value ($000) $209 Shares 5,824 Est. Cost $39.52 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $207 Shares 873 Est. Cost $237.11 Unrealized
SNY Sanofi-Aventis ADR 0.0%
Value ($000) $204 Shares 4,666 Est. Cost $44.75 Unrealized
First Republic Bank/CA 0.0%
Value ($000) $202 Shares 2,450 Est. Cost $96.26 Unrealized
KKR KKR & Co Inc 0.0%
Value ($000) $202 Shares 8,605 Est. Cost $24.68 Unrealized +9.8%
RPM RPM International Inc 0.0%
Value ($000) $201 Shares 3,370 Est. Cost $50.15 Unrealized +37.3%
ADM Archer-Daniels-Midland 0.0%
Value ($000) $201 Shares 5,710 Est. Cost $37.72 Unrealized -8.4%
CTRA Cabot Oil & Gas Corp Cl A 0.0%
Value ($000) $197 Shares 11,475 Est. Cost $17.90 Unrealized -33.0%
ViacomCBS Inc Class B 0.0%
Value ($000) $171 Shares 12,200 Est. Cost $14.02 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $162 Shares 16,676 Est. Cost $7.41 Unrealized +46.3%
STWD Starwood Property Trust Compan 0.0%
Value ($000) $147 Shares 14,312 Est. Cost $10.27 Unrealized
VRT Vertiv Holdings LLC 0.0%
Value ($000) $121 Shares 14,000 Est. Cost $10.98 Unrealized 0.0%
PAA Plains All American Pipeline L 0.0%
Value ($000) $111 Shares 21,050 Est. Cost $50.93 Unrealized
Salisbury Bancorp 0.0%
Value ($000) $99 Shares 3,200 Est. Cost $34.36 Unrealized
ET Energy Transfer LP 0.0%
Value ($000) $89 Shares 19,358 Est. Cost $13.23 Unrealized
IONS Ionis Pharmaceuticals Inc 0.0%
Value ($000) $38 Shares 804 Est. Cost $63.67 Unrealized -12.5%