BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 26, 2020

Total Value ($000): $3,412,914 (100.0% shares, 0.0% debt)

Holdings (339)

MSFT Microsoft 5.1%
Value ($000) $174,585 Shares 830,056 Est. Cost $31.49 Unrealized +537.6%
AAPL Apple Inc 4.6%
Value ($000) $155,461 Shares 1,342,384 Est. Cost $81.49 Unrealized +30.0%
DHR Danaher 3.5%
Value ($000) $118,534 Shares 550,477 Est. Cost $50.94 Unrealized +241.0%
TMO Thermo Fisher Scientific 2.8%
Value ($000) $95,719 Shares 216,795 Est. Cost $131.41 Unrealized +210.0%
JPM J P Morgan Chase 2.5%
Value ($000) $86,673 Shares 900,307 Est. Cost $46.90 Unrealized +82.2%
AMZN Amazon.Com 2.5%
Value ($000) $84,068 Shares 26,699 Est. Cost $37.90 Unrealized +316.0%
ADBE Adobe Inc. 2.5%
Value ($000) $83,947 Shares 171,170 Est. Cost $160.07 Unrealized +190.6%
GOOGL Alphabet Inc. Class A 2.4%
Value ($000) $82,453 Shares 56,259 Est. Cost $37.95 Unrealized +99.3%
MA Mastercard Inc Cl A 2.3%
Value ($000) $76,986 Shares 227,655 Est. Cost $108.01 Unrealized +192.3%
PEP Pepsico 2.2%
Value ($000) $76,417 Shares 551,350 Est. Cost $70.53 Unrealized +63.3%
DIS Walt Disney 1.9%
Value ($000) $65,846 Shares 530,675 Est. Cost $94.61 Unrealized +29.1%
AEM Agnico Eagle Mines Limited 1.9%
Value ($000) $64,269 Shares 807,300 Est. Cost $44.79 Unrealized +49.5%
Costco 1.8%
Value ($000) $60,306 Shares 169,877 Est. Cost $134.96 Unrealized
HD Home Depot 1.8%
Value ($000) $60,083 Shares 216,352 Est. Cost $97.04 Unrealized +144.9%
MRSH Marsh & McLennan 1.6%
Value ($000) $55,200 Shares 481,256 Est. Cost $33.90 Unrealized +211.6%
NKE Nike Inc Class B 1.6%
Value ($000) $54,119 Shares 431,088 Est. Cost $46.95 Unrealized +112.2%
GLD SPDR Gold Shares 1.6%
Value ($000) $53,739 Shares 303,403 Est. Cost $139.73 Unrealized
CMCSA Comcast Cl A 1.5%
Value ($000) $51,923 Shares 1,122,410 Est. Cost $30.28 Unrealized +24.2%
NSRGY Nestle SA Sponsored ADR 1.5%
Value ($000) $50,115 Shares 420,238 Est. Cost $66.74 Unrealized
JNJ Johnson & Johnson 1.5%
Value ($000) $50,044 Shares 336,134 Est. Cost $64.24 Unrealized +97.7%
PG Procter & Gamble 1.5%
Value ($000) $49,523 Shares 356,307 Est. Cost $79.47 Unrealized +46.4%
BRK/B Berkshire Hathaway Cl B 1.4%
Value ($000) $48,893 Shares 229,610 Est. Cost $147.73 Unrealized +38.5%
MRK Merck 1.4%
Value ($000) $48,219 Shares 581,297 Est. Cost $35.66 Unrealized +84.9%
DE Deere 1.3%
Value ($000) $46,054 Shares 207,796 Est. Cost $139.58 Unrealized +28.8%
ZTS Zoetis Inc 1.2%
Value ($000) $39,310 Shares 237,707 Est. Cost $34.32 Unrealized +327.5%
ABT Abbott Labs 1.1%
Value ($000) $38,426 Shares 353,081 Est. Cost $29.86 Unrealized +209.2%
SYK Stryker 1.1%
Value ($000) $36,514 Shares 175,236 Est. Cost $158.94 Unrealized +15.5%
MCD McDonalds 1.1%
Value ($000) $36,202 Shares 164,938 Est. Cost $77.53 Unrealized +134.0%
UNP Union Pacific 1.1%
Value ($000) $36,027 Shares 182,998 Est. Cost $72.74 Unrealized +126.6%
MKC McCormick 1.0%
Value ($000) $34,870 Shares 179,651 Est. Cost $30.16 Unrealized +190.6%
MDLZ Mondelez International 1.0%
Value ($000) $34,401 Shares 598,790 Est. Cost $30.83 Unrealized +57.5%
TMUS T-Mobile US Inc 1.0%
Value ($000) $33,196 Shares 290,279 Est. Cost $107.09 Unrealized 0.0%
BDX Becton Dickinson 1.0%
Value ($000) $32,918 Shares 141,475 Est. Cost $195.39 Unrealized +15.3%
NOC Northrop Grumman 1.0%
Value ($000) $32,867 Shares 104,177 Est. Cost $309.47 Unrealized -3.7%
CSCO Cisco Systems 0.9%
Value ($000) $30,164 Shares 765,772 Est. Cost $23.51 Unrealized +57.7%
SHW Sherwin-Williams 0.9%
Value ($000) $29,311 Shares 42,068 Est. Cost $179.11 Unrealized +16.3%
UNH United Health Group 0.8%
Value ($000) $28,955 Shares 92,874 Est. Cost $205.28 Unrealized +37.0%
Xilinx Inc. 0.8%
Value ($000) $28,437 Shares 272,802 Est. Cost $104.24 Unrealized
IQV IQVIA Holdings 0.8%
Value ($000) $28,418 Shares 180,282 Est. Cost $135.01 Unrealized +16.1%
CCI Crown Castle International Cor 0.8%
Value ($000) $27,278 Shares 163,832 Est. Cost $67.88 Unrealized +90.1%
WY Weyerhaeuser 0.8%
Value ($000) $26,127 Shares 916,083 Est. Cost $20.53 Unrealized +8.7%
EFX Equifax 0.7%
Value ($000) $24,493 Shares 156,106 Est. Cost $125.18 Unrealized +25.8%
SSNC SS & C Technologies 0.7%
Value ($000) $23,907 Shares 395,023 Est. Cost $47.10 Unrealized +27.0%
APH Amphenol 0.7%
Value ($000) $23,779 Shares 219,630 Est. Cost $10.93 Unrealized +129.3%
FISV Fiserv 0.7%
Value ($000) $23,325 Shares 226,351 Est. Cost $87.41 Unrealized +13.9%
ENB Enbridge Inc 0.7%
Value ($000) $22,750 Shares 779,086 Est. Cost $23.97 Unrealized -8.2%
LOW Lowes 0.6%
Value ($000) $21,195 Shares 127,790 Est. Cost $39.25 Unrealized +256.4%
SBUX Starbucks 0.6%
Value ($000) $20,820 Shares 242,319 Est. Cost $41.83 Unrealized +69.2%
ADP Automatic Data Processing 0.6%
Value ($000) $20,230 Shares 145,027 Est. Cost $53.49 Unrealized +133.7%
CNI Canadian National Railway 0.5%
Value ($000) $18,606 Shares 174,766 Est. Cost $57.43 Unrealized +57.9%
KO Coca Cola 0.5%
Value ($000) $17,435 Shares 353,145 Est. Cost $28.55 Unrealized +42.9%
RTX Raytheon Technologies 0.5%
Value ($000) $17,105 Shares 297,269 Est. Cost $53.70 Unrealized 0.0%
NEE NextEra Energy 0.5%
Value ($000) $16,782 Shares 60,464 Est. Cost $41.83 Unrealized +44.1%
SPY SPDR S&P 500 ETF Index 0.5%
Value ($000) $16,178 Shares 48,307 Est. Cost $235.86 Unrealized
STZ Constellation Brands Inc Cl A 0.5%
Value ($000) $15,647 Shares 82,568 Est. Cost $156.04 Unrealized +7.0%
Altair Engineering 0.5%
Value ($000) $15,450 Shares 368,036 Est. Cost $41.98 Unrealized
MTD Mettler-Toledo International 0.5%
Value ($000) $15,414 Shares 15,961 Est. Cost $603.15 Unrealized +53.8%
CAT Caterpillar 0.4%
Value ($000) $15,284 Shares 102,474 Est. Cost $69.93 Unrealized +81.3%
NVS Novartis A G ADR 0.4%
Value ($000) $15,087 Shares 173,493 Est. Cost $75.47 Unrealized
CVX Chevron Corp 0.4%
Value ($000) $15,012 Shares 208,507 Est. Cost $78.51 Unrealized -15.3%
ABBV Abbvie Inc 0.4%
Value ($000) $14,920 Shares 170,338 Est. Cost $36.52 Unrealized +109.0%
GOOG Alphabet Inc. Class C 0.4%
Value ($000) $14,442 Shares 9,827 Est. Cost $36.77 Unrealized +105.9%
ES Eversource Energy 0.4%
Value ($000) $14,182 Shares 169,742 Est. Cost $65.18 Unrealized +7.1%
CLVT Clarivate Analytics Plc 0.4%
Value ($000) $14,065 Shares 453,852 Est. Cost $16.84 Unrealized +60.7%
RBC Bearings Inc 0.4%
Value ($000) $13,649 Shares 112,606 Est. Cost $96.48 Unrealized
AXP American Express 0.4%
Value ($000) $13,141 Shares 131,077 Est. Cost $62.13 Unrealized +47.9%
ORCL Oracle 0.4%
Value ($000) $13,136 Shares 220,030 Est. Cost $41.19 Unrealized +28.1%
PFE Pfizer 0.4%
Value ($000) $12,887 Shares 351,150 Est. Cost $17.25 Unrealized +57.2%
META Facebook Inc 0.4%
Value ($000) $12,408 Shares 47,376 Est. Cost $116.36 Unrealized +120.1%
APD Air Products & Chemicals Inc 0.4%
Value ($000) $12,294 Shares 41,274 Est. Cost $106.77 Unrealized +135.8%
HON Honeywell International 0.4%
Value ($000) $12,192 Shares 74,065 Est. Cost $81.24 Unrealized +64.0%
TJX TJX Corp 0.3%
Value ($000) $11,736 Shares 210,887 Est. Cost $35.00 Unrealized +43.0%
VEA Vanguard FTSE ETF Developed Ma 0.3%
Value ($000) $11,404 Shares 278,824 Est. Cost $40.97 Unrealized
Ansys 0.3%
Value ($000) $9,933 Shares 30,355 Est. Cost $89.30 Unrealized
MMM 3M Company 0.3%
Value ($000) $9,834 Shares 61,393 Est. Cost $70.70 Unrealized +56.1%
PYPL PayPal Holdings 0.3%
Value ($000) $9,367 Shares 47,543 Est. Cost $55.55 Unrealized +238.2%
ECL Ecolab 0.3%
Value ($000) $9,175 Shares 45,910 Est. Cost $112.73 Unrealized +67.2%
FTV Fortive Corp 0.3%
Value ($000) $8,909 Shares 116,903 Est. Cost $32.65 Unrealized +36.5%
CB Chubb Ltd 0.3%
Value ($000) $8,732 Shares 75,198 Est. Cost $102.61 Unrealized +12.8%
DHI D R Horton Inc 0.3%
Value ($000) $8,608 Shares 113,814 Est. Cost $53.07 Unrealized +21.9%
VMC Vulcan Materials 0.3%
Value ($000) $8,578 Shares 63,288 Est. Cost $120.24 Unrealized 0.0%
VZ Verizon 0.3%
Value ($000) $8,572 Shares 144,087 Est. Cost $28.07 Unrealized +51.6%
LMT Lockheed Martin 0.2%
Value ($000) $8,451 Shares 22,050 Est. Cost $148.37 Unrealized +121.8%
WAB Wabtec Corp 0.2%
Value ($000) $8,239 Shares 133,149 Est. Cost $67.36 Unrealized -7.7%
OTIS Otis Worldwide Corp 0.2%
Value ($000) $8,003 Shares 128,218 Est. Cost $56.47 Unrealized 0.0%
SWK Stanley Black & Decker Inc 0.2%
Value ($000) $7,869 Shares 48,517 Est. Cost $88.44 Unrealized +48.3%
CRM Salesforce.com Inc 0.2%
Value ($000) $7,485 Shares 29,783 Est. Cost $158.99 Unrealized +36.0%
ILMN Illumina Inc 0.2%
Value ($000) $7,179 Shares 23,227 Est. Cost $241.34 Unrealized +42.8%
O Realty Income Corp 0.2%
Value ($000) $6,915 Shares 113,820 Est. Cost $26.09 Unrealized +72.8%
V Visa Incorporated 0.2%
Value ($000) $6,840 Shares 34,204 Est. Cost $87.36 Unrealized +120.0%
TECH Bio-Techne Corp 0.2%
Value ($000) $6,649 Shares 26,841 Est. Cost $43.22 Unrealized +47.2%
IBM International Business Machine 0.2%
Value ($000) $6,643 Shares 54,596 Est. Cost $115.85 Unrealized -19.0%
VWO Vanguard Emerging Markets Stoc 0.2%
Value ($000) $6,579 Shares 152,151 Est. Cost $41.61 Unrealized
KMI Kinder Morgan Inc 0.2%
Value ($000) $6,411 Shares 519,922 Est. Cost $12.39 Unrealized -18.3%
BX The Blackstone Group Inc - A 0.2%
Value ($000) $6,279 Shares 120,296 Est. Cost $40.42 Unrealized +10.1%
ACN Accenture Plc Class A F 0.2%
Value ($000) $6,043 Shares 26,739 Est. Cost $94.18 Unrealized +125.4%
NVR Inc 0.2%
Value ($000) $5,961 Shares 1,460 Est. Cost $2696.25 Unrealized
TRP TC Energy Corp 0.2%
Value ($000) $5,875 Shares 139,820 Est. Cost $34.48 Unrealized +0.2%
VBK Vanguard Small Cap Growth 0.2%
Value ($000) $5,624 Shares 26,165 Est. Cost $135.43 Unrealized
KMB Kimberly-Clark 0.2%
Value ($000) $5,621 Shares 38,069 Est. Cost $73.76 Unrealized +67.4%
USB US Bancorp 0.2%
Value ($000) $5,388 Shares 150,281 Est. Cost $26.01 Unrealized +11.3%
CI CIGNA Corp 0.2%
Value ($000) $5,200 Shares 30,696 Est. Cost $189.69 Unrealized -15.1%
BAC Bank of America 0.2%
Value ($000) $5,192 Shares 215,524 Est. Cost $18.15 Unrealized +20.2%
XOM Exxon Mobil 0.1%
Value ($000) $5,081 Shares 148,008 Est. Cost $53.28 Unrealized -39.3%
MRCY Mercury Systems Inc 0.1%
Value ($000) $5,072 Shares 65,476 Est. Cost $71.52 Unrealized +6.1%
BAX Baxter International 0.1%
Value ($000) $5,021 Shares 62,436 Est. Cost $40.81 Unrealized +84.3%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $5,019 Shares 83,250 Est. Cost $37.75 Unrealized +28.7%
LLY Eli Lilly 0.1%
Value ($000) $4,868 Shares 32,889 Est. Cost $48.20 Unrealized +202.4%
NI Nisource 0.1%
Value ($000) $4,730 Shares 215,000 Est. Cost $7.81 Unrealized +147.9%
CARR Carrier Global Corp 0.1%
Value ($000) $4,639 Shares 151,906 Est. Cost $26.37 Unrealized 0.0%
BABA Alibaba Group Holding-SP ADR 0.1%
Value ($000) $4,555 Shares 15,494 Est. Cost $154.98 Unrealized
Magellan Midstream Partners LP 0.1%
Value ($000) $4,512 Shares 131,925 Est. Cost $58.88 Unrealized
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $4,490 Shares 40,584 Est. Cost $116.78 Unrealized
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $4,488 Shares 25,465 Est. Cost $150.55 Unrealized
NSC Norfolk Southern 0.1%
Value ($000) $4,414 Shares 20,626 Est. Cost $63.10 Unrealized +185.1%
WMT Walmart 0.1%
Value ($000) $4,370 Shares 31,232 Est. Cost $33.01 Unrealized +25.1%
Barrick Gold Corp 0.1%
Value ($000) $4,319 Shares 153,658 Est. Cost $25.22 Unrealized
TRV The Travelers Companies Inc 0.1%
Value ($000) $4,316 Shares 39,891 Est. Cost $82.03 Unrealized +24.9%
Store Capital Corp 0.1%
Value ($000) $4,218 Shares 153,768 Est. Cost $25.54 Unrealized
EPD Enterprise Products LP 0.1%
Value ($000) $4,173 Shares 264,298 Est. Cost $47.78 Unrealized
INTC Intel 0.1%
Value ($000) $4,101 Shares 79,197 Est. Cost $20.68 Unrealized +125.0%
CL Colgate-Palmolive 0.1%
Value ($000) $4,071 Shares 52,765 Est. Cost $47.02 Unrealized +43.2%
D Dominion Energy 0.1%
Value ($000) $4,014 Shares 50,856 Est. Cost $35.85 Unrealized +73.0%
Spirit Realty Capital Inc. 0.1%
Value ($000) $3,920 Shares 116,140 Est. Cost $38.64 Unrealized
STT State Street 0.1%
Value ($000) $3,545 Shares 59,745 Est. Cost $49.31 Unrealized +10.5%
FAST Fastenal Company 0.1%
Value ($000) $3,513 Shares 77,900 Est. Cost $10.90 Unrealized +84.0%
BAH Booz Allen Hamilton Holdings 0.1%
Value ($000) $3,473 Shares 41,856 Est. Cost $63.75 Unrealized +16.0%
GILD Gilead Sciences 0.1%
Value ($000) $3,464 Shares 54,812 Est. Cost $53.54 Unrealized +4.8%
UTL Unitil Corp 0.1%
Value ($000) $3,452 Shares 89,334 Est. Cost $29.13 Unrealized +44.0%
AJG Arthur J Gallagher & Co 0.1%
Value ($000) $3,438 Shares 32,560 Est. Cost $49.59 Unrealized +97.0%
ADI Analog Devices 0.1%
Value ($000) $3,381 Shares 28,965 Est. Cost $35.99 Unrealized +195.8%
QCOM Qualcomm 0.1%
Value ($000) $3,372 Shares 28,652 Est. Cost $49.76 Unrealized +91.2%
TGT Target 0.1%
Value ($000) $3,292 Shares 20,909 Est. Cost $56.48 Unrealized +110.1%
GIS General Mills 0.1%
Value ($000) $3,262 Shares 52,884 Est. Cost $32.68 Unrealized +59.5%
CME CME Group Inc 0.1%
Value ($000) $3,257 Shares 19,465 Est. Cost $42.73 Unrealized +218.9%
1/100 Berkshire Hathaway Class 0.1%
Value ($000) $3,200 Shares 1,000 Est. Cost $1832.18 Unrealized
Chewy Inc. Class A 0.1%
Value ($000) $3,176 Shares 57,929 Est. Cost $54.83 Unrealized
GDX VanEck Vectors Gold Miners ETF 0.1%
Value ($000) $3,156 Shares 80,592 Est. Cost $35.85 Unrealized
QQQ Invesco QQQ Trust Series 1 0.1%
Value ($000) $3,079 Shares 11,082 Est. Cost $250.09 Unrealized
TSM Taiwan Semiconductor Mft Co Lt 0.1%
Value ($000) $3,034 Shares 37,424 Est. Cost $58.71 Unrealized
BALL Ball Corp 0.1%
Value ($000) $2,969 Shares 35,719 Est. Cost $65.30 Unrealized +10.4%
TE Connectivity Limited 0.1%
Value ($000) $2,854 Shares 29,202 Est. Cost $68.20 Unrealized
ISRG Intuitive Surgical 0.1%
Value ($000) $2,732 Shares 3,850 Est. Cost $101.43 Unrealized +121.4%
CVS CVS Health Corp 0.1%
Value ($000) $2,658 Shares 45,521 Est. Cost $61.22 Unrealized -14.4%
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $2,446 Shares 35,230 Est. Cost $46.50 Unrealized
LDOS Leidos Holdings Inc 0.1%
Value ($000) $2,367 Shares 26,549 Est. Cost $82.31 Unrealized +2.2%
Kirkland Lake Gold Ltd 0.1%
Value ($000) $2,364 Shares 48,515 Est. Cost $45.88 Unrealized
JD JD.Com Inc-ADR 0.1%
Value ($000) $2,332 Shares 30,047 Est. Cost $30.19 Unrealized
Linde Plc 0.1%
Value ($000) $2,254 Shares 9,466 Est. Cost $156.06 Unrealized
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $2,240 Shares 7 Est. Cost $177565.06 Unrealized +72.8%
T AT & T 0.1%
Value ($000) $2,234 Shares 78,344 Est. Cost $14.73 Unrealized +5.6%
DLB Dolby Laboratories Inc 0.1%
Value ($000) $2,220 Shares 33,497 Est. Cost $50.71 Unrealized +23.2%
TXN Texas Instruments 0.1%
Value ($000) $2,197 Shares 15,386 Est. Cost $43.53 Unrealized +168.4%
C Citigroup 0.1%
Value ($000) $2,139 Shares 49,620 Est. Cost $51.84 Unrealized -20.9%
IWB iShares Russell 1000 Index 0.1%
Value ($000) $2,099 Shares 11,217 Est. Cost $153.07 Unrealized
ROST Ross Stores 0.1%
Value ($000) $1,981 Shares 21,231 Est. Cost $62.81 Unrealized +35.1%
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $1,968 Shares 30,923 Est. Cost $67.57 Unrealized
VNQ Vanguard REIT Index ETF 0.1%
Value ($000) $1,903 Shares 24,101 Est. Cost $79.48 Unrealized
VTI Vanguard Total Stock Market Vi 0.1%
Value ($000) $1,883 Shares 11,054 Est. Cost $101.53 Unrealized
EMR Emerson Electric 0.1%
Value ($000) $1,875 Shares 28,601 Est. Cost $40.49 Unrealized +45.2%
CTRA Cabot Oil & Gas Corp Cl A 0.1%
Value ($000) $1,791 Shares 103,180 Est. Cost $14.71 Unrealized -2.7%
MDT Medtronic PLC 0.1%
Value ($000) $1,785 Shares 17,174 Est. Cost $65.62 Unrealized +31.4%
DOW Dow Inc 0.1%
Value ($000) $1,777 Shares 37,776 Est. Cost $34.65 Unrealized -3.4%
WM Waste Management 0.1%
Value ($000) $1,754 Shares 15,501 Est. Cost $76.62 Unrealized +32.3%
CCK Crown Holdings Inc 0.1%
Value ($000) $1,737 Shares 22,604 Est. Cost $66.14 Unrealized +5.1%
Cooper Companies 0.1%
Value ($000) $1,735 Shares 5,148 Est. Cost $240.59 Unrealized
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $1,732 Shares 11,561 Est. Cost $136.18 Unrealized
WCN Waste Connections 0.1%
Value ($000) $1,721 Shares 16,581 Est. Cost $96.45 Unrealized 0.0%
AMGN Amgen 0.1%
Value ($000) $1,716 Shares 6,753 Est. Cost $124.55 Unrealized +68.2%
DUK Duke Energy 0.0%
Value ($000) $1,618 Shares 18,267 Est. Cost $46.76 Unrealized +42.7%
ITW Illinois Tool Works 0.0%
Value ($000) $1,614 Shares 8,353 Est. Cost $72.61 Unrealized +130.4%
WRB WR Berkley Corporation 0.0%
Value ($000) $1,601 Shares 26,184 Est. Cost $17.11 Unrealized +41.7%
HOLX Hologic Inc 0.0%
Value ($000) $1,564 Shares 23,530 Est. Cost $47.61 Unrealized +32.9%
VGT Vanguard Information Techology 0.0%
Value ($000) $1,560 Shares 5,008 Est. Cost $119.23 Unrealized
PM Philip Morris International 0.0%
Value ($000) $1,553 Shares 20,706 Est. Cost $53.29 Unrealized +10.5%
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $1,540 Shares 11,967 Est. Cost $88.71 Unrealized
TFX Teleflex 0.0%
Value ($000) $1,539 Shares 4,522 Est. Cost $336.62 Unrealized +6.4%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $1,488 Shares 15,064 Est. Cost $98.22 Unrealized 0.0%
SEDG SolarEdge Technologies Inc 0.0%
Value ($000) $1,462 Shares 6,133 Est. Cost $50.77 Unrealized +278.6%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $1,441 Shares 5,887 Est. Cost $31.41 Unrealized +32.5%
WAT Waters Corp 0.0%
Value ($000) $1,434 Shares 7,329 Est. Cost $144.63 Unrealized +43.7%
TSCO Tractor Supply Company 0.0%
Value ($000) $1,401 Shares 9,774 Est. Cost $13.00 Unrealized +102.7%
INTU Intuit 0.0%
Value ($000) $1,338 Shares 4,102 Est. Cost $67.00 Unrealized +351.7%
CHD Church & Dwight 0.0%
Value ($000) $1,331 Shares 14,203 Est. Cost $35.92 Unrealized +137.3%
SYY Sysco 0.0%
Value ($000) $1,293 Shares 20,788 Est. Cost $35.49 Unrealized +42.1%
SPGI S&P Global Inc 0.0%
Value ($000) $1,293 Shares 3,587 Est. Cost $228.31 Unrealized +47.8%
MAS Masco 0.0%
Value ($000) $1,287 Shares 23,350 Est. Cost $41.05 Unrealized +24.3%
PCH Potlatch Corporation 0.0%
Value ($000) $1,276 Shares 30,303 Est. Cost $40.66 Unrealized
Brookfield Asset Management In 0.0%
Value ($000) $1,234 Shares 37,311 Est. Cost $41.58 Unrealized
WFC Wells Fargo 0.0%
Value ($000) $1,227 Shares 52,188 Est. Cost $40.19 Unrealized -45.7%
FSLR First Solar Inc 0.0%
Value ($000) $1,223 Shares 18,473 Est. Cost $51.79 Unrealized +28.2%
AMT Amer Tower Cl A 0.0%
Value ($000) $1,215 Shares 5,027 Est. Cost $83.95 Unrealized +158.2%
COP Conoco Phillips 0.0%
Value ($000) $1,215 Shares 37,004 Est. Cost $40.96 Unrealized -23.8%
HSIC Henry Schein 0.0%
Value ($000) $1,210 Shares 20,588 Est. Cost $55.41 Unrealized +15.8%
ENTG Entegris Inc 0.0%
Value ($000) $1,197 Shares 16,103 Est. Cost $65.62 Unrealized 0.0%
JBHT Hunt JB Transport Services 0.0%
Value ($000) $1,186 Shares 9,386 Est. Cost $75.90 Unrealized +67.0%
AWK American Water Works Company I 0.0%
Value ($000) $1,181 Shares 8,150 Est. Cost $39.82 Unrealized +221.0%
IWF iShares Tr Russell 1000 Growth 0.0%
Value ($000) $1,156 Shares 5,329 Est. Cost $115.30 Unrealized
CFG Citizens Financial Group 0.0%
Value ($000) $1,136 Shares 44,955 Est. Cost $25.65 Unrealized -21.5%
TDY Teledyne Technologies 0.0%
Value ($000) $1,084 Shares 3,495 Est. Cost $298.57 Unrealized +5.7%
CHTR Charter Communications 0.0%
Value ($000) $1,061 Shares 1,700 Est. Cost $381.44 Unrealized +54.7%
CLX Clorox 0.0%
Value ($000) $1,020 Shares 4,854 Est. Cost $123.51 Unrealized +53.0%
CCOI Cogent Communications Group 0.0%
Value ($000) $964 Shares 16,048 Est. Cost $18.42 Unrealized +192.6%
RJF Raymond James Financial Inc 0.0%
Value ($000) $954 Shares 13,110 Est. Cost $44.70 Unrealized 0.0%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $934 Shares 33,843 Est. Cost $20.26 Unrealized +26.4%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $931 Shares 3,420 Est. Cost $175.53 Unrealized +57.2%
EEM iShares MSCI Emerg Mkts ETF 0.0%
Value ($000) $918 Shares 20,826 Est. Cost $44.05 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $901 Shares 23,328 Est. Cost $26.11 Unrealized +4.1%
HUM Humana 0.0%
Value ($000) $899 Shares 2,172 Est. Cost $339.87 Unrealized +12.7%
NVDA Nvidia Corp 0.0%
Value ($000) $890 Shares 1,644 Est. Cost $5.40 Unrealized +114.6%
AMLP Alerian MLP 0.0%
Value ($000) $885 Shares 44,278 Est. Cost $19.99 Unrealized
H Hyatt Hotels Corp Cl A 0.0%
Value ($000) $877 Shares 16,424 Est. Cost $53.00 Unrealized 0.0%
GWW Grainger W W 0.0%
Value ($000) $870 Shares 2,439 Est. Cost $223.13 Unrealized +45.3%
General Electric 0.0%
Value ($000) $843 Shares 135,368 Est. Cost $24.55 Unrealized
IAA, Inc 0.0%
Value ($000) $839 Shares 16,105 Est. Cost $52.10 Unrealized
FNV Franco Nevada Corporation 0.0%
Value ($000) $835 Shares 5,980 Est. Cost $141.52 Unrealized 0.0%
ADPT Adaptive Biotechnologies 0.0%
Value ($000) $835 Shares 17,178 Est. Cost $42.03 Unrealized 0.0%
IJH iShares Core S&P MidCap ETF 0.0%
Value ($000) $827 Shares 4,462 Est. Cost $172.65 Unrealized
AZO AutoZone Inc 0.0%
Value ($000) $824 Shares 700 Est. Cost $525.16 Unrealized +125.0%
PAYX Paychex 0.0%
Value ($000) $816 Shares 10,224 Est. Cost $31.21 Unrealized +106.8%
DEO Diageo Plc ADR 0.0%
Value ($000) $787 Shares 5,717 Est. Cost $137.05 Unrealized
HSY Hershey Foods 0.0%
Value ($000) $786 Shares 5,480 Est. Cost $73.67 Unrealized +69.5%
LHX L3Harris Technoligies Inc 0.0%
Value ($000) $777 Shares 4,577 Est. Cost $177.10 Unrealized -11.2%
UPS United Parcel Service Class B 0.0%
Value ($000) $752 Shares 4,515 Est. Cost $89.42 Unrealized +31.2%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $750 Shares 5,507 Est. Cost $101.78 Unrealized +22.8%
BA Boeing 0.0%
Value ($000) $743 Shares 4,496 Est. Cost $318.39 Unrealized -46.5%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $716 Shares 5,585 Est. Cost $59.77 Unrealized +75.6%
BK Bank of New York Mellon 0.0%
Value ($000) $699 Shares 20,361 Est. Cost $23.13 Unrealized +34.8%
VFC V F Corp 0.0%
Value ($000) $698 Shares 9,930 Est. Cost $58.26 Unrealized +10.9%
TT Trane Technologies 0.0%
Value ($000) $678 Shares 5,588 Est. Cost $95.23 Unrealized +9.9%
EBAY Ebay 0.0%
Value ($000) $660 Shares 12,664 Est. Cost $26.87 Unrealized +86.9%
XLK Select Sector S&P Technology I 0.0%
Value ($000) $658 Shares 5,640 Est. Cost $58.81 Unrealized
DD DuPont De Nemours Inc 0.0%
Value ($000) $649 Shares 11,699 Est. Cost $27.24 Unrealized -22.6%
GD General Dynamics 0.0%
Value ($000) $646 Shares 4,669 Est. Cost $144.40 Unrealized -9.3%
ALK Alaska Air 0.0%
Value ($000) $638 Shares 17,424 Est. Cost $37.46 Unrealized 0.0%
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $632 Shares 12,050 Est. Cost $54.55 Unrealized
BlackRock Inc 0.0%
Value ($000) $629 Shares 1,116 Est. Cost $367.68 Unrealized
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $624 Shares 1,856 Est. Cost $295.38 Unrealized
Ceridian HCM Holding Inc 0.0%
Value ($000) $607 Shares 7,350 Est. Cost $37.60 Unrealized
TTWO Take-Two Interactive Software 0.0%
Value ($000) $601 Shares 3,640 Est. Cost $135.45 Unrealized +19.9%
YUM Yum Brands Inc 0.0%
Value ($000) $598 Shares 6,547 Est. Cost $56.17 Unrealized +48.4%
EZM Wisdom Tree MidCap Earnings Fu 0.0%
Value ($000) $589 Shares 17,240 Est. Cost $38.67 Unrealized
OMC Omnicom 0.0%
Value ($000) $578 Shares 11,683 Est. Cost $50.86 Unrealized -13.5%
Varian Medical 0.0%
Value ($000) $550 Shares 3,200 Est. Cost $75.34 Unrealized
TRU TransUnion 0.0%
Value ($000) $544 Shares 6,470 Est. Cost $62.31 Unrealized +35.0%
CCJ Cameco Corporation 0.0%
Value ($000) $541 Shares 53,545 Est. Cost $10.63 Unrealized 0.0%
PH Parker-Hannifin 0.0%
Value ($000) $533 Shares 2,633 Est. Cost $145.80 Unrealized +25.4%
PPG PPG Industries 0.0%
Value ($000) $531 Shares 4,353 Est. Cost $80.28 Unrealized +31.2%
EA Electronic Arts 0.0%
Value ($000) $525 Shares 4,025 Est. Cost $93.08 Unrealized +42.4%
CHKP Check Point Software 0.0%
Value ($000) $517 Shares 4,300 Est. Cost $52.09 Unrealized +134.2%
Lexington Realty Trust 0.0%
Value ($000) $505 Shares 48,350 Est. Cost $10.12 Unrealized
IGV iShares North America Tech 0.0%
Value ($000) $503 Shares 1,616 Est. Cost $154.52 Unrealized
PGR Progressive 0.0%
Value ($000) $503 Shares 5,316 Est. Cost $27.90 Unrealized +174.2%
PEG Public Service Enterprise 0.0%
Value ($000) $499 Shares 9,081 Est. Cost $29.54 Unrealized +49.3%
IP International Paper 0.0%
Value ($000) $490 Shares 12,098 Est. Cost $27.03 Unrealized +3.4%
Eaton Vance Corp 0.0%
Value ($000) $488 Shares 12,800 Est. Cost $44.53 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $486 Shares 8,067 Est. Cost $65.23 Unrealized
MORN Morningstar Inc 0.0%
Value ($000) $485 Shares 3,021 Est. Cost $68.45 Unrealized +130.8%
ViacomCBS Inc Class B 0.0%
Value ($000) $476 Shares 17,008 Est. Cost $17.97 Unrealized
Kellogg 0.0%
Value ($000) $466 Shares 7,214 Est. Cost $40.27 Unrealized +29.8%
GLW Corning 0.0%
Value ($000) $464 Shares 14,317 Est. Cost $17.84 Unrealized +49.4%
DOCU DocuSign Inc 0.0%
Value ($000) $454 Shares 2,111 Est. Cost $80.42 Unrealized +158.1%
ALGN Align Technology Inc 0.0%
Value ($000) $447 Shares 1,365 Est. Cost $135.62 Unrealized +125.1%
AMP Ameriprise Financial Inc Com 0.0%
Value ($000) $440 Shares 2,855 Est. Cost $70.11 Unrealized +101.7%
Dunkin Brands 0.0%
Value ($000) $438 Shares 5,349 Est. Cost $50.00 Unrealized
ILPT Industrial Logistics Prop Wi 0.0%
Value ($000) $428 Shares 19,550 Est. Cost $19.20 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $428 Shares 2,000 Est. Cost $99.10 Unrealized +105.4%
PHM Pultegroup Inc. 0.0%
Value ($000) $424 Shares 9,170 Est. Cost $40.52 Unrealized 0.0%
WEC WEC Energy Group Inc 0.0%
Value ($000) $418 Shares 4,316 Est. Cost $42.46 Unrealized +83.9%
FDX FedEx Corporation 0.0%
Value ($000) $416 Shares 1,655 Est. Cost $180.94 Unrealized 0.0%
Thomson Reuters Corporation 0.0%
Value ($000) $413 Shares 5,179 Est. Cost $48.27 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $402 Shares 718 Est. Cost $379.08 Unrealized +59.1%
Peoples United Financial Inc 0.0%
Value ($000) $393 Shares 38,105 Est. Cost $16.02 Unrealized
WST West Pharmaceutical Services I 0.0%
Value ($000) $392 Shares 1,425 Est. Cost $115.92 Unrealized +125.3%
EWBC East West Bancorp 0.0%
Value ($000) $388 Shares 11,859 Est. Cost $37.94 Unrealized -19.1%
KKR KKR & Co Inc 0.0%
Value ($000) $381 Shares 11,105 Est. Cost $26.61 Unrealized +25.1%
XEL XCEL Energy 0.0%
Value ($000) $378 Shares 5,479 Est. Cost $33.24 Unrealized +73.1%
LECO Lincoln Electric 0.0%
Value ($000) $374 Shares 4,060 Est. Cost $78.18 Unrealized +17.9%
New Oriental Educatio - SP ADR 0.0%
Value ($000) $374 Shares 2,500 Est. Cost $149.60 Unrealized
EW Edwards Lifesciences 0.0%
Value ($000) $368 Shares 4,614 Est. Cost $64.23 Unrealized +21.5%
Unilever NV ORD 0.0%
Value ($000) $362 Shares 5,998 Est. Cost $52.83 Unrealized
FATE Fate Therapeutics Inc 0.0%
Value ($000) $361 Shares 9,020 Est. Cost $34.92 Unrealized 0.0%
DOV Dover Corp 0.0%
Value ($000) $359 Shares 3,316 Est. Cost $98.46 Unrealized +1.3%
Zscaler Inc. 0.0%
Value ($000) $355 Shares 2,520 Est. Cost $60.75 Unrealized
VB Vanguard Small Cap ETF 0.0%
Value ($000) $352 Shares 2,286 Est. Cost $149.03 Unrealized
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $343 Shares 4,936 Est. Cost $49.40 Unrealized +21.4%
NTRS Northern Trust Corp 0.0%
Value ($000) $342 Shares 4,381 Est. Cost $40.35 Unrealized +68.5%
NKTX Nkarta Inc 0.0%
Value ($000) $334 Shares 11,096 Est. Cost $29.47 Unrealized 0.0%
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $333 Shares 2,816 Est. Cost $112.71 Unrealized
HPQ HP Inc 0.0%
Value ($000) $332 Shares 17,491 Est. Cost $10.01 Unrealized +51.5%
CFR Cullen/Frost Bankers 0.0%
Value ($000) $328 Shares 5,125 Est. Cost $47.52 Unrealized +25.6%
EQIX Equinix Inc 0.0%
Value ($000) $328 Shares 432 Est. Cost $429.93 Unrealized +59.0%
SJM Smucker 0.0%
Value ($000) $327 Shares 2,828 Est. Cost $72.64 Unrealized +28.6%
MCHP Microchip Technology 0.0%
Value ($000) $324 Shares 3,150 Est. Cost $19.83 Unrealized +136.1%
ELV Anthem Inc 0.0%
Value ($000) $313 Shares 1,167 Est. Cost $174.55 Unrealized +43.2%
CTSO CytoSorbents Corp 0.0%
Value ($000) $312 Shares 39,140 Est. Cost $9.50 Unrealized -5.0%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $312 Shares 3,374 Est. Cost $79.73 Unrealized
XLF Financial Select Sectors SPDR 0.0%
Value ($000) $309 Shares 12,836 Est. Cost $24.08 Unrealized
RPM RPM International Inc 0.0%
Value ($000) $306 Shares 3,700 Est. Cost $52.96 Unrealized +54.2%
SLB Schlumberger 0.0%
Value ($000) $306 Shares 19,661 Est. Cost $34.77 Unrealized -52.5%
AFL AFLAC 0.0%
Value ($000) $305 Shares 8,392 Est. Cost $32.17 Unrealized -0.3%
CTVA Corteva Inc 0.0%
Value ($000) $301 Shares 10,459 Est. Cost $25.02 Unrealized +5.9%
VRT Vertiv Holdings LLC 0.0%
Value ($000) $296 Shares 17,100 Est. Cost $11.82 Unrealized +31.9%
Tencent Music Entertainment Gr 0.0%
Value ($000) $296 Shares 20,010 Est. Cost $14.79 Unrealized
DGX Quest Diagnostics 0.0%
Value ($000) $294 Shares 2,569 Est. Cost $62.67 Unrealized +70.0%
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $287 Shares 933 Est. Cost $241.65 Unrealized
PNC PNC Financial 0.0%
Value ($000) $287 Shares 2,608 Est. Cost $101.36 Unrealized -12.5%
TSLA Tesla Motors Inc 0.0%
Value ($000) $287 Shares 670 Est. Cost $118.07 Unrealized 0.0%
GlaxoSmithKline PLC 0.0%
Value ($000) $285 Shares 7,574 Est. Cost $40.23 Unrealized
MTB M&T Bank 0.0%
Value ($000) $282 Shares 3,066 Est. Cost $107.81 Unrealized -20.4%
TPR Tapestry Inc 0.0%
Value ($000) $281 Shares 18,000 Est. Cost $32.95 Unrealized -60.5%
Aptiv Plc 0.0%
Value ($000) $280 Shares 3,057 Est. Cost $55.53 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $280 Shares 1,555 Est. Cost $180.06 Unrealized
BIP Brookfield Infrastructure Part 0.0%
Value ($000) $277 Shares 5,824 Est. Cost $39.52 Unrealized
Kansas City Southern 0.0%
Value ($000) $267 Shares 1,475 Est. Cost $181.02 Unrealized
ARE Alexandria Real Estate Equitie 0.0%
Value ($000) $266 Shares 1,662 Est. Cost $134.16 Unrealized 0.0%
XLI Sector SPDR Indl Select of Ben 0.0%
Value ($000) $266 Shares 3,454 Est. Cost $77.01 Unrealized
ADM Archer-Daniels-Midland 0.0%
Value ($000) $265 Shares 5,710 Est. Cost $37.72 Unrealized -0.3%
BKNG Booking Holdings Inc 0.0%
Value ($000) $263 Shares 154 Est. Cost $1755.46 Unrealized -1.6%
SO Southern Co 0.0%
Value ($000) $262 Shares 4,837 Est. Cost $43.54 Unrealized 0.0%
Royal Dutch Shell A ADRF ADR 0.0%
Value ($000) $260 Shares 10,314 Est. Cost $71.83 Unrealized
CHRW CH Robinson 0.0%
Value ($000) $259 Shares 2,532 Est. Cost $82.63 Unrealized 0.0%
LNC Lincoln National 0.0%
Value ($000) $258 Shares 8,250 Est. Cost $35.63 Unrealized -23.3%
CDK Global Inc 0.0%
Value ($000) $254 Shares 5,818 Est. Cost $43.27 Unrealized
EXAS Exact Sciences Corp 0.0%
Value ($000) $251 Shares 2,460 Est. Cost $86.36 Unrealized 0.0%
National Instruments 0.0%
Value ($000) $247 Shares 6,925 Est. Cost $38.10 Unrealized
RSP Invesco S&P 500 Equal Weight E 0.0%
Value ($000) $241 Shares 2,225 Est. Cost $108.31 Unrealized
TDOC Teladoc Inc 0.0%
Value ($000) $231 Shares 1,053 Est. Cost $211.77 Unrealized 0.0%
RSG Republic Services 0.0%
Value ($000) $225 Shares 2,411 Est. Cost $83.05 Unrealized 0.0%
ETN Eaton Corp PLC 0.0%
Value ($000) $217 Shares 2,128 Est. Cost $89.17 Unrealized 0.0%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $216 Shares 4,071 Est. Cost $52.92 Unrealized 0.0%
WBS Webster Financial 0.0%
Value ($000) $215 Shares 8,151 Est. Cost $27.09 Unrealized 0.0%
GS Goldman Sachs 0.0%
Value ($000) $212 Shares 1,053 Est. Cost $178.97 Unrealized 0.0%
ALC Alcon Inc 0.0%
Value ($000) $209 Shares 3,678 Est. Cost $57.87 Unrealized +0.2%
ABBNY ABB Ltd ADR 0.0%
Value ($000) $206 Shares 8,100 Est. Cost $25.43 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $156 Shares 16,676 Est. Cost $7.41 Unrealized +9.1%
Salisbury Bancorp 0.0%
Value ($000) $70 Shares 2,200 Est. Cost $34.36 Unrealized
PAA Plains All American Pipeline L 0.0%
Value ($000) $67 Shares 11,150 Est. Cost $50.93 Unrealized
Chicos FAS Inc 0.0%
Value ($000) $24 Shares 25,000 Est. Cost $0.96 Unrealized