ARCADIA INVESTMENT MANAGEMENT CORP/MI Diversified Active

CIK: 0001016972 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 29, 2020

Total Value ($000): $395,428 (100.0% shares, 0.0% debt)

Holdings (281)

SYK STRYKER CORP 4.4%
Value ($000) $17,412 Shares 82,939 Est. Cost $79.40 Unrealized +144.6%
AAPL APPLE INC 3.6%
Value ($000) $14,134 Shares 48,132 Est. Cost $21.19 Unrealized +192.7%
TMO THERMO FISHER SCIENTIFIC INC 3.5%
Value ($000) $13,906 Shares 42,804 Est. Cost $123.58 Unrealized +141.5%
ACN ACCENTURE PLC IRELAND 3.5%
Value ($000) $13,770 Shares 65,396 Est. Cost $67.67 Unrealized +163.7%
ITW ILLINOIS TOOL WKS INC 3.2%
Value ($000) $12,808 Shares 71,304 Est. Cost $55.26 Unrealized +164.8%
SBUX STARBUCKS CORP 3.1%
Value ($000) $12,437 Shares 141,454 Est. Cost $32.90 Unrealized +126.4%
ICE INTERCONTINENTAL EXCHANGE IN 3.0%
Value ($000) $11,723 Shares 126,666 Est. Cost $48.40 Unrealized +77.2%
COST COSTCO WHSL CORP NEW 2.9%
Value ($000) $11,587 Shares 39,422 Est. Cost $92.56 Unrealized +193.3%
BDX BECTON DICKINSON & CO 2.6%
Value ($000) $10,149 Shares 37,315 Est. Cost $102.33 Unrealized +121.3%
MINT PIMCO ETF TR 2.4%
Value ($000) $9,633 Shares 94,820 Est. Cost $101.41 Unrealized
ECL ECOLAB INC 2.4%
Value ($000) $9,566 Shares 49,565 Est. Cost $78.25 Unrealized +127.1%
MSFT MICROSOFT CORP 2.3%
Value ($000) $9,227 Shares 58,513 Est. Cost $95.02 Unrealized +46.5%
EL LAUDER ESTEE COS INC 2.3%
Value ($000) $9,164 Shares 44,367 Est. Cost $58.58 Unrealized +206.0%
V VISA INC 2.3%
Value ($000) $9,038 Shares 48,098 Est. Cost $98.92 Unrealized +74.4%
AVGO BROADCOM INC 2.2%
Value ($000) $8,757 Shares 27,711 Est. Cost $19.82 Unrealized +30.6%
PANW PALO ALTO NETWORKS INC 2.2%
Value ($000) $8,737 Shares 37,780 Est. Cost $24.06 Unrealized +57.2%
ADBE ADOBE INC 2.2%
Value ($000) $8,603 Shares 26,085 Est. Cost $62.94 Unrealized +367.5%
ORLY O REILLY AUTOMOTIVE INC NEW 2.0%
Value ($000) $8,014 Shares 18,287 Est. Cost $7.38 Unrealized +287.8%
INTU INTUIT 2.0%
Value ($000) $7,802 Shares 29,785 Est. Cost $56.34 Unrealized +346.3%
VFC V F CORP 1.8%
Value ($000) $7,032 Shares 70,560 Est. Cost $51.95 Unrealized +72.5%
URI UNITED RENTALS INC 1.7%
Value ($000) $6,903 Shares 41,392 Est. Cost $74.06 Unrealized +89.9%
SJNK SPDR SERIES TRUST 1.6%
Value ($000) $6,453 Shares 239,516 Est. Cost $27.11 Unrealized
GOOGL ALPHABET INC 1.6%
Value ($000) $6,445 Shares 4,812 Est. Cost $39.13 Unrealized +63.6%
MPWR MONOLITHIC PWR SYS INC 1.6%
Value ($000) $6,307 Shares 35,430 Est. Cost $98.20 Unrealized +55.2%
CBRE CBRE GROUP INC 1.5%
Value ($000) $6,002 Shares 97,931 Est. Cost $27.97 Unrealized +98.0%
APD AIR PRODS & CHEMS INC 1.4%
Value ($000) $5,616 Shares 23,898 Est. Cost $76.98 Unrealized +152.2%
FTV FORTIVE CORP 1.3%
Value ($000) $5,030 Shares 65,844 Est. Cost $32.12 Unrealized +37.0%
AMZN AMAZON COM INC 1.2%
Value ($000) $4,941 Shares 2,674 Est. Cost $58.43 Unrealized +51.5%
IWM ISHARES TR 1.2%
Value ($000) $4,807 Shares 29,015 Est. Cost $139.67 Unrealized
HD HOME DEPOT INC 1.2%
Value ($000) $4,779 Shares 21,884 Est. Cost $120.12 Unrealized +62.3%
FAST FASTENAL CO 1.2%
Value ($000) $4,700 Shares 127,196 Est. Cost $11.36 Unrealized +34.6%
INGERSOLL-RAND PLC 1.1%
Value ($000) $4,323 Shares 32,525 Est. Cost $107.28 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 1.1%
Value ($000) $4,250 Shares 24,929 Est. Cost $77.07 Unrealized +88.2%
GOOG ALPHABET INC 1.1%
Value ($000) $4,185 Shares 3,130 Est. Cost $35.68 Unrealized +79.5%
SU SUNCOR ENERGY INC NEW 1.0%
Value ($000) $4,009 Shares 122,224 Est. Cost $21.40 Unrealized +14.5%
TSCO TRACTOR SUPPLY CO 0.9%
Value ($000) $3,704 Shares 39,643 Est. Cost $14.83 Unrealized +16.2%
DHR DANAHER CORPORATION 0.9%
Value ($000) $3,441 Shares 22,421 Est. Cost $49.58 Unrealized +148.1%
MDLZ MONDELEZ INTL INC 0.8%
Value ($000) $3,346 Shares 60,756 Est. Cost $37.03 Unrealized +23.9%
PYPL PAYPAL HLDGS INC 0.8%
Value ($000) $3,159 Shares 29,206 Est. Cost $104.32 Unrealized -0.3%
WSO WATSCO INC 0.7%
Value ($000) $2,942 Shares 16,330 Est. Cost $153.03 Unrealized +14.9%
KMX CARMAX INC 0.7%
Value ($000) $2,941 Shares 33,544 Est. Cost $48.25 Unrealized +95.0%
BKNG BOOKING HLDGS INC 0.7%
Value ($000) $2,653 Shares 1,292 Est. Cost $1927.71 Unrealized +0.2%
VEEV VEEVA SYS INC 0.7%
Value ($000) $2,635 Shares 18,730 Est. Cost $148.73 Unrealized -1.2%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $2,510 Shares 20,161 Est. Cost $79.62 Unrealized +38.3%
EEMA ISHARES INC 0.6%
Value ($000) $2,382 Shares 33,653 Est. Cost $71.76 Unrealized
DLR DIGITAL RLTY TR INC 0.6%
Value ($000) $2,364 Shares 19,746 Est. Cost $37.80 Unrealized +163.1%
NOW SERVICENOW INC 0.6%
Value ($000) $2,198 Shares 7,785 Est. Cost $51.93 Unrealized +1.4%
ZTS ZOETIS INC 0.6%
Value ($000) $2,196 Shares 16,595 Est. Cost $74.51 Unrealized +58.5%
NFLX NETFLIX INC 0.6%
Value ($000) $2,193 Shares 6,777 Est. Cost $22.14 Unrealized +33.9%
MIDD MIDDLEBY CORP 0.6%
Value ($000) $2,187 Shares 19,970 Est. Cost $100.77 Unrealized +13.9%
CERNER CORP 0.5%
Value ($000) $1,875 Shares 25,547 Est. Cost $63.97 Unrealized
COOPER COS INC 0.5%
Value ($000) $1,850 Shares 5,758 Est. Cost $192.16 Unrealized
AMG AFFILIATED MANAGERS GROUP IN 0.4%
Value ($000) $1,755 Shares 20,714 Est. Cost $154.44 Unrealized -47.3%
ORCL ORACLE CORP 0.4%
Value ($000) $1,679 Shares 31,700 Est. Cost $28.76 Unrealized +75.4%
BSV VANGUARD BD INDEX FD INC 0.4%
Value ($000) $1,646 Shares 20,425 Est. Cost $80.22 Unrealized
CITRIX SYS INC 0.4%
Value ($000) $1,622 Shares 14,625 Est. Cost $80.71 Unrealized
RVTY PERKINELMER INC 0.4%
Value ($000) $1,535 Shares 15,805 Est. Cost $45.12 Unrealized +95.0%
ABBV ABBVIE INC 0.4%
Value ($000) $1,460 Shares 16,490 Est. Cost $37.38 Unrealized +72.9%
IWO ISHARES TR 0.4%
Value ($000) $1,451 Shares 6,775 Est. Cost $168.97 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,396 Shares 31,381 Est. Cost $39.51 Unrealized
CGNX COGNEX CORP 0.3%
Value ($000) $1,381 Shares 24,651 Est. Cost $36.53 Unrealized +33.1%
PEP PEPSICO INC 0.3%
Value ($000) $1,353 Shares 9,900 Est. Cost $57.78 Unrealized +95.2%
CMA COMERICA INC 0.3%
Value ($000) $1,341 Shares 18,684 Est. Cost $52.81 Unrealized -4.1%
EFA ISHARES TR 0.3%
Value ($000) $1,330 Shares 19,153 Est. Cost $65.11 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,199 Shares 3,724 Est. Cost $230.65 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.3%
Value ($000) $1,173 Shares 80,000 Est. Cost $12.54 Unrealized
ILMN ILLUMINA INC 0.3%
Value ($000) $1,132 Shares 3,413 Est. Cost $309.58 Unrealized -2.1%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,092 Shares 15,646 Est. Cost $55.57 Unrealized -6.3%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $1,017 Shares 36,112 Est. Cost $39.99 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $993 Shares 7,950 Est. Cost $73.77 Unrealized +42.7%
BKLN INVESCO EXCHNG TRADED FD TR 0.2%
Value ($000) $969 Shares 42,475 Est. Cost $22.75 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $961 Shares 11,069 Est. Cost $40.55 Unrealized +85.7%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $939 Shares 6,735 Est. Cost $43.49 Unrealized +149.9%
MKTX MARKETAXESS HLDGS INC 0.2%
Value ($000) $919 Shares 2,425 Est. Cost $339.72 Unrealized +1.2%
PFE PFIZER INC 0.2%
Value ($000) $817 Shares 20,854 Est. Cost $20.18 Unrealized +32.4%
TRMB TRIMBLE INC 0.2%
Value ($000) $792 Shares 18,990 Est. Cost $27.72 Unrealized +43.5%
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $782 Shares 4,719 Est. Cost $101.52 Unrealized +26.7%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $778 Shares 9,600 Est. Cost $41.74 Unrealized +49.8%
KNX KNIGHT SWIFT TRANSN HLDGS IN 0.2%
Value ($000) $776 Shares 21,650 Est. Cost $34.80 Unrealized -1.0%
STT STATE STR CORP 0.2%
Value ($000) $775 Shares 9,800 Est. Cost $44.76 Unrealized +28.8%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $752 Shares 12,750 Est. Cost $77.09 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.2%
Value ($000) $737 Shares 8,125 Est. Cost $82.27 Unrealized +3.1%
AMGN AMGEN INC 0.2%
Value ($000) $711 Shares 2,950 Est. Cost $159.19 Unrealized +14.8%
MASI MASIMO CORP 0.2%
Value ($000) $647 Shares 4,095 Est. Cost $151.22 Unrealized -0.6%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $625 Shares 4,287 Est. Cost $73.03 Unrealized +56.2%
FLO FLOWERS FOODS INC 0.1%
Value ($000) $536 Shares 24,674 Est. Cost $13.18 Unrealized +27.9%
AQUA AMERICA INC 0.1%
Value ($000) $535 Shares 11,400 Est. Cost $34.00 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $527 Shares 21,557 Est. Cost $36.41 Unrealized -48.4%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $482 Shares 6,173 Est. Cost $40.11 Unrealized +73.4%
SMG SCOTTS MIRACLE GRO CO 0.1%
Value ($000) $477 Shares 4,490 Est. Cost $81.67 Unrealized -0.7%
MMM 3M CO 0.1%
Value ($000) $468 Shares 2,650 Est. Cost $67.06 Unrealized +66.7%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $459 Shares 1,680 Est. Cost $96.34 Unrealized +156.2%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $436 Shares 1,161 Est. Cost $267.58 Unrealized
BEACON ROOFING SUPPLY INC 0.1%
Value ($000) $423 Shares 13,225 Est. Cost $30.30 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $417 Shares 2,032 Est. Cost $163.65 Unrealized +17.5%
MCD MCDONALDS CORP 0.1%
Value ($000) $409 Shares 2,068 Est. Cost $74.80 Unrealized +129.8%
SPDR SERIES TRUST 0.1%
Value ($000) $406 Shares 5,600 Est. Cost $94.43 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $396 Shares 7,352 Est. Cost $35.45 Unrealized +26.1%
IVV ISHARES TR 0.1%
Value ($000) $394 Shares 1,218 Est. Cost $277.14 Unrealized
CAKE CHEESECAKE FACTORY INC 0.1%
Value ($000) $390 Shares 10,035 Est. Cost $31.60 Unrealized +15.7%
FISV FISERV INC 0.1%
Value ($000) $382 Shares 3,300 Est. Cost $49.98 Unrealized +120.9%
CTAS CINTAS CORP 0.1%
Value ($000) $377 Shares 1,400 Est. Cost $19.64 Unrealized +215.2%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $375 Shares 3,113 Est. Cost $70.69 Unrealized +26.9%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $356 Shares 3,860 Est. Cost $44.09 Unrealized +69.7%
PRLB PROTO LABS INC 0.1%
Value ($000) $350 Shares 3,450 Est. Cost $121.21 Unrealized -18.2%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $338 Shares 2,748 Est. Cost $53.22 Unrealized +102.9%
HOLLYFRONTIER CORP 0.1%
Value ($000) $304 Shares 6,000 Est. Cost $51.17 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $286 Shares 23,500 Est. Cost $10.30 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $283 Shares 1,610 Est. Cost $129.45 Unrealized
RPM RPM INTL INC 0.1%
Value ($000) $279 Shares 3,630 Est. Cost $40.39 Unrealized +79.6%
CORE LABORATORIES N V 0.1%
Value ($000) $275 Shares 7,313 Est. Cost $149.02 Unrealized
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $261 Shares 6,892 Est. Cost $51.77 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $252 Shares 4,100 Est. Cost $31.47 Unrealized +36.0%
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $249 Shares 5,350 Est. Cost $46.83 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $247 Shares 3,934 Est. Cost $60.86 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $225 Shares 762 Est. Cost $229.33 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $222 Shares 2,600 Est. Cost $51.02 Unrealized +34.3%
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value ($000) $216 Shares 33,000 Est. Cost $5.58 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $212 Shares 2,400 Est. Cost $46.05 Unrealized +58.2%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $200 Shares 1,710 Est. Cost $75.14 Unrealized +23.5%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $198 Shares 1,600 Est. Cost $44.18 Unrealized +149.1%
BXMT BLACKSTONE MTG TR INC 0.0%
Value ($000) $193 Shares 5,176 Est. Cost $34.64 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $189 Shares 940 Est. Cost $63.83 Unrealized +153.8%
BLACKROCK MUNIYLD MICH QLTY 0.0%
Value ($000) $180 Shares 12,651 Est. Cost $13.28 Unrealized
DWX SPDR INDEX SHS FDS 0.0%
Value ($000) $178 Shares 4,425 Est. Cost $34.99 Unrealized
NEOG NEOGEN CORP 0.0%
Value ($000) $176 Shares 2,700 Est. Cost $26.81 Unrealized +22.6%
OAKTREE SPECIALTY LENDING CO 0.0%
Value ($000) $173 Shares 31,641 Est. Cost $4.60 Unrealized
OAKTREE STRATEGIC INCOME COR 0.0%
Value ($000) $172 Shares 21,044 Est. Cost $7.97 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $161 Shares 710 Est. Cost $146.33 Unrealized +48.4%
MDYG SPDR SERIES TRUST 0.0%
Value ($000) $154 Shares 2,703 Est. Cost $83.56 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $152 Shares 450 Est. Cost $201.89 Unrealized +45.8%
WELL WELLTOWER INC 0.0%
Value ($000) $145 Shares 1,772 Est. Cost $50.81 Unrealized +40.0%
CDW CDW CORP 0.0%
Value ($000) $143 Shares 1,000 Est. Cost $62.44 Unrealized +96.7%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $134 Shares 690 Est. Cost $98.05 Unrealized +68.9%
WMT WALMART INC 0.0%
Value ($000) $133 Shares 1,120 Est. Cost $23.77 Unrealized +53.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $131 Shares 2,725 Est. Cost $21.35 Unrealized +80.6%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $128 Shares 3,051 Est. Cost $29.07 Unrealized +29.9%
INTC INTEL CORP 0.0%
Value ($000) $120 Shares 2,000 Est. Cost $25.10 Unrealized +96.3%
EQM MIDSTREAM PARTNERS LP 0.0%
Value ($000) $120 Shares 4,000 Est. Cost $34.00 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $118 Shares 800 Est. Cost $73.07 Unrealized +75.8%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $115 Shares 500 Est. Cost $160.37 Unrealized +16.9%
BWA BORGWARNER INC 0.0%
Value ($000) $112 Shares 2,575 Est. Cost $36.80 Unrealized -9.4%
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $107 Shares 7,335 Est. Cost $14.04 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $107 Shares 2,150 Est. Cost $28.16 Unrealized +2.3%
TRP TC ENERGY CORP 0.0%
Value ($000) $107 Shares 2,000 Est. Cost $34.25 Unrealized +9.2%
EATON VANCE MUNI INCOME TRUS 0.0%
Value ($000) $105 Shares 8,230 Est. Cost $12.39 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $103 Shares 485 Est. Cost $173.90 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $102 Shares 900 Est. Cost $60.74 Unrealized +52.4%
ZBRA ZEBRA TECHNOLOGIES CORP 0.0%
Value ($000) $102 Shares 400 Est. Cost $201.62 Unrealized +16.0%
FLS FLOWSERVE CORP 0.0%
Value ($000) $100 Shares 2,000 Est. Cost $35.35 Unrealized +18.3%
MRK MERCK & CO INC 0.0%
Value ($000) $100 Shares 1,100 Est. Cost $46.07 Unrealized +46.6%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $99 Shares 661 Est. Cost $138.83 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $98 Shares 1,000 Est. Cost $81.16 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $96 Shares 1,400 Est. Cost $53.84 Unrealized +9.8%
EMR EMERSON ELEC CO 0.0%
Value ($000) $95 Shares 1,240 Est. Cost $56.25 Unrealized +11.7%
EEFT EURONET WORLDWIDE INC 0.0%
Value ($000) $95 Shares 600 Est. Cost $59.48 Unrealized +153.8%
USB US BANCORP DEL 0.0%
Value ($000) $95 Shares 1,601 Est. Cost $35.09 Unrealized +26.3%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $94 Shares 1,000 Est. Cost $59.68 Unrealized +23.4%
BP BP PLC 0.0%
Value ($000) $94 Shares 2,500 Est. Cost $40.09 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $93 Shares 700 Est. Cost $107.14 Unrealized
GNR SPDR INDEX SHS FDS 0.0%
Value ($000) $92 Shares 2,000 Est. Cost $44.50 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $92 Shares 400 Est. Cost $93.40 Unrealized +96.8%
ELV ANTHEM INC 0.0%
Value ($000) $91 Shares 300 Est. Cost $249.81 Unrealized +1.4%
ALL ALLSTATE CORP 0.0%
Value ($000) $90 Shares 800 Est. Cost $54.31 Unrealized +73.5%
IWB ISHARES TR 0.0%
Value ($000) $86 Shares 480 Est. Cost $147.92 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $85 Shares 907 Est. Cost $53.25 Unrealized +26.5%
FFIV F5 NETWORKS INC 0.0%
Value ($000) $84 Shares 600 Est. Cost $104.36 Unrealized +35.0%
KO COCA COLA CO 0.0%
Value ($000) $83 Shares 1,500 Est. Cost $29.72 Unrealized +49.8%
ENB ENBRIDGE INC 0.0%
Value ($000) $80 Shares 2,000 Est. Cost $22.27 Unrealized +11.6%
SNPS SYNOPSYS INC 0.0%
Value ($000) $80 Shares 575 Est. Cost $127.63 Unrealized +7.5%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $77 Shares 600 Est. Cost $89.30 Unrealized +21.1%
CLX CLOROX CO DEL 0.0%
Value ($000) $77 Shares 500 Est. Cost $82.95 Unrealized +50.2%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $75 Shares 805 Est. Cost $82.56 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $68 Shares 750 Est. Cost $66.00 Unrealized +8.7%
WOOD ISHARES TR 0.0%
Value ($000) $67 Shares 1,000 Est. Cost $70.00 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $67 Shares 803 Est. Cost $77.21 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $64 Shares 1,000 Est. Cost $46.18 Unrealized -2.2%
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $63 Shares 1,250 Est. Cost $43.25 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $62 Shares 7,000 Est. Cost $9.03 Unrealized +0.2%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $62 Shares 1,026 Est. Cost $57.00 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $62 Shares 1,018 Est. Cost $38.39 Unrealized +42.2%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $61 Shares 1,000 Est. Cost $45.26 Unrealized +17.1%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $60 Shares 851 Est. Cost $42.85 Unrealized +54.2%
MPC MARATHON PETE CORP 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $44.26 Unrealized +16.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $58 Shares 896 Est. Cost $42.40 Unrealized +11.2%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $58 Shares 1,875 Est. Cost $24.00 Unrealized
DHS WISDOMTREE TR 0.0%
Value ($000) $56 Shares 730 Est. Cost $66.49 Unrealized
T AT&T INC 0.0%
Value ($000) $55 Shares 1,400 Est. Cost $12.28 Unrealized +53.6%
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value ($000) $55 Shares 4,022 Est. Cost $13.43 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $55 Shares 3,000 Est. Cost $22.44 Unrealized
MDYV SPDR SERIES TRUST 0.0%
Value ($000) $54 Shares 986 Est. Cost $73.53 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $53 Shares 500 Est. Cost $56.07 Unrealized +50.8%
CSX CSX CORP 0.0%
Value ($000) $50 Shares 688 Est. Cost $10.66 Unrealized +104.4%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $50 Shares 500 Est. Cost $93.09 Unrealized 0.0%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $50 Shares 620 Est. Cost $79.03 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value ($000) $49 Shares 453 Est. Cost $80.92 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $48 Shares 320 Est. Cost $103.38 Unrealized +27.0%
ZS ZSCALER INC 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $59.04 Unrealized -21.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $47 Shares 550 Est. Cost $55.13 Unrealized +8.8%
NVDA NVIDIA CORP 0.0%
Value ($000) $46 Shares 197 Est. Cost $2.62 Unrealized +97.4%
GENERAL ELECTRIC CO 0.0%
Value ($000) $45 Shares 4,000 Est. Cost $10.50 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $44 Shares 246 Est. Cost $69.65 Unrealized +114.4%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $43 Shares 550 Est. Cost $72.09 Unrealized -4.7%
AGZD WISDOMTREE TR 0.0%
Value ($000) $43 Shares 900 Est. Cost $48.60 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $43 Shares 466 Est. Cost $67.76 Unrealized +6.0%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $42 Shares 2,000 Est. Cost $14.00 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $42 Shares 704 Est. Cost $63.63 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $42 Shares 2,000 Est. Cost $12.11 Unrealized +16.0%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $32.82 Unrealized +13.0%
AES AES CORP 0.0%
Value ($000) $40 Shares 2,000 Est. Cost $11.66 Unrealized +23.1%
LOGMEIN INC 0.0%
Value ($000) $40 Shares 464 Est. Cost $105.13 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $39 Shares 618 Est. Cost $24.05 Unrealized +115.0%
RITCHIE BROS AUCTIONEERS 0.0%
Value ($000) $39 Shares 900 Est. Cost $29.10 Unrealized
EATON VANCE TX MGD DIV EQ IN 0.0%
Value ($000) $38 Shares 3,000 Est. Cost $12.00 Unrealized
BIOTELEMETRY INC 0.0%
Value ($000) $37 Shares 800 Est. Cost $46.56 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $37 Shares 240 Est. Cost $96.06 Unrealized +44.1%
YORW YORK WTR CO 0.0%
Value ($000) $37 Shares 800 Est. Cost $28.55 Unrealized +35.3%
LOW LOWES COS INC 0.0%
Value ($000) $36 Shares 300 Est. Cost $61.71 Unrealized +65.9%
MA MASTERCARD INC 0.0%
Value ($000) $36 Shares 122 Est. Cost $94.67 Unrealized +187.9%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $36 Shares 250 Est. Cost $96.59 Unrealized +7.9%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $35 Shares 700 Est. Cost $33.55 Unrealized +15.6%
NUVEEN REAL ESTATE INCOME FD 0.0%
Value ($000) $35 Shares 3,335 Est. Cost $10.49 Unrealized
DEM WISDOMTREE TR 0.0%
Value ($000) $34 Shares 750 Est. Cost $44.00 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $34 Shares 533 Est. Cost $25.91 Unrealized -5.4%
BA BOEING CO 0.0%
Value ($000) $33 Shares 100 Est. Cost $126.35 Unrealized +177.8%
NKE NIKE INC 0.0%
Value ($000) $32 Shares 314 Est. Cost $57.56 Unrealized +50.8%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $31 Shares 200 Est. Cost $115.73 Unrealized +26.1%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $31 Shares 146 Est. Cost $157.53 Unrealized
BLACKROCK MUNIYIELD QUALITY 0.0%
Value ($000) $30 Shares 2,000 Est. Cost $14.50 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $30 Shares 1,775 Est. Cost $32.32 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 0.0%
Value ($000) $29 Shares 100 Est. Cost $230.00 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $28 Shares 210 Est. Cost $102.47 Unrealized -2.5%
EZU ISHARES INC 0.0%
Value ($000) $28 Shares 675 Est. Cost $43.34 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $28 Shares 300 Est. Cost $71.40 Unrealized +11.6%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $27 Shares 180 Est. Cost $122.04 Unrealized -12.7%
RENEWABLE ENERGY GROUP INC 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $12.00 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $27 Shares 45 Est. Cost $109.76 Unrealized +70.6%
IAGG ISHARES TR 0.0%
Value ($000) $27 Shares 500 Est. Cost $52.00 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $26 Shares 200 Est. Cost $108.01 Unrealized -0.4%
WLK WESTLAKE CHEM CORP 0.0%
Value ($000) $25 Shares 350 Est. Cost $55.73 Unrealized +9.1%
ALLIANZGI NFJ DIVID INT & PR 0.0%
Value ($000) $23 Shares 1,750 Est. Cost $13.14 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $23 Shares 800 Est. Cost $15.55 Unrealized +81.1%
DGRW WISDOMTREE TR 0.0%
Value ($000) $22 Shares 450 Est. Cost $33.14 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $22 Shares 200 Est. Cost $110.39 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $21 Shares 165 Est. Cost $127.27 Unrealized
GVI ISHARES TR 0.0%
Value ($000) $21 Shares 182 Est. Cost $109.89 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $20 Shares 125 Est. Cost $107.60 Unrealized +43.9%
SPRING BK PHARMACEUTICALS IN 0.0%
Value ($000) $19 Shares 12,000 Est. Cost $3.67 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $19 Shares 50 Est. Cost $208.16 Unrealized +56.0%
RPT REALTY 0.0%
Value ($000) $18 Shares 1,200 Est. Cost $11.67 Unrealized
ARCC ARES CAP CORP 0.0%
Value ($000) $17 Shares 900 Est. Cost $8.45 Unrealized +22.0%
KKR KKR & CO INC 0.0%
Value ($000) $17 Shares 568 Est. Cost $22.27 Unrealized +20.2%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $16 Shares 95 Est. Cost $106.25 Unrealized
XMLV INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $16 Shares 304 Est. Cost $46.05 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $16 Shares 200 Est. Cost $90.00 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $15 Shares 412 Est. Cost $34.73 Unrealized -1.0%
DOX AMDOCS LTD 0.0%
Value ($000) $15 Shares 213 Est. Cost $51.03 Unrealized +17.2%
SPIRIT RLTY CAP INC NEW 0.0%
Value ($000) $15 Shares 300 Est. Cost $36.67 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $14 Shares 100 Est. Cost $97.72 Unrealized +38.9%
CALAMOS STRATEGIC TOTL RETN 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $13.00 Unrealized
IAT ISHARES TR 0.0%
Value ($000) $13 Shares 250 Est. Cost $43.51 Unrealized
JNK SPDR SERIES TRUST 0.0%
Value ($000) $10 Shares 91 Est. Cost $108.91 Unrealized
MERIDIAN BIOSCIENCE INC 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $14.00 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $51.97 Unrealized +77.7%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $9 Shares 100 Est. Cost $61.14 Unrealized 0.0%
SLF SUN LIFE FINL INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $40.18 Unrealized +12.0%
AURORA CANNABIS INC 0.0%
Value ($000) $8 Shares 3,925 Est. Cost $5.41 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $8 Shares 186 Est. Cost $27.32 Unrealized +38.6%
CHINA PETE & CHEM CORP 0.0%
Value ($000) $8 Shares 130 Est. Cost $76.92 Unrealized
GW PHARMACEUTICALS PLC 0.0%
Value ($000) $7 Shares 65 Est. Cost $146.75 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $7 Shares 35 Est. Cost $171.43 Unrealized
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value ($000) $6 Shares 100 Est. Cost $29.59 Unrealized +67.7%
CVS CVS HEALTH CORP 0.0%
Value ($000) $5 Shares 65 Est. Cost $66.84 Unrealized -13.6%
ANAPLAN INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
CLEARBRIDGE MLP AND MIDSTRM 0.0%
Value ($000) $4 Shares 500 Est. Cost $10.00 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $4 Shares 21 Est. Cost $190.48 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $180.55 Unrealized -1.6%
KAYNE ANDERSN MLP MIDS INVT 0.0%
Value ($000) $1 Shares 100 Est. Cost $38.77 Unrealized
MOLECULAR TEMPLATES INC 0.0%
Value ($000) $1 Shares 90 Est. Cost $11.11 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $58.51 Unrealized +2.4%
SPIRIT MTA REIT 0.0%
Value ($000) $0 Shares 150 Est. Cost $11.43 Unrealized