ARCADIA INVESTMENT MANAGEMENT CORP/MI Diversified Active

CIK: 0001016972 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 13, 2020

Total Value ($000): $330,200 (100.0% shares, 0.0% debt)

Holdings (292)

SYK STRYKER CORP 4.2%
Value ($000) $13,851 Shares 83,192 Est. Cost $79.40 Unrealized +130.9%
TMO THERMO FISHER SCIENTIFIC INC 3.7%
Value ($000) $12,131 Shares 42,776 Est. Cost $123.58 Unrealized +151.3%
AAPL APPLE INC 3.6%
Value ($000) $11,867 Shares 46,669 Est. Cost $21.19 Unrealized +235.4%
COST COSTCO WHSL CORP NEW 3.4%
Value ($000) $11,077 Shares 38,849 Est. Cost $92.56 Unrealized +200.1%
ACN ACCENTURE PLC IRELAND 3.2%
Value ($000) $10,542 Shares 64,571 Est. Cost $67.67 Unrealized +161.6%
ICE INTERCONTINENTAL EXCHANGE IN 3.1%
Value ($000) $10,118 Shares 125,301 Est. Cost $48.40 Unrealized +73.5%
ITW ILLINOIS TOOL WKS INC 3.0%
Value ($000) $10,010 Shares 70,435 Est. Cost $55.26 Unrealized +167.1%
MINT PIMCO ETF TR 2.9%
Value ($000) $9,596 Shares 96,950 Est. Cost $101.36 Unrealized
SBUX STARBUCKS CORP 2.8%
Value ($000) $9,353 Shares 142,274 Est. Cost $32.90 Unrealized +115.8%
MSFT MICROSOFT CORP 2.8%
Value ($000) $9,165 Shares 58,113 Est. Cost $95.02 Unrealized +64.5%
BDX BECTON DICKINSON & CO 2.6%
Value ($000) $8,481 Shares 36,910 Est. Cost $102.33 Unrealized +119.8%
ADBE ADOBE INC 2.4%
Value ($000) $8,086 Shares 25,410 Est. Cost $62.94 Unrealized +443.4%
ECL ECOLAB INC 2.3%
Value ($000) $7,650 Shares 49,095 Est. Cost $78.25 Unrealized +125.3%
V VISA INC 2.3%
Value ($000) $7,618 Shares 47,283 Est. Cost $98.92 Unrealized +82.7%
EL LAUDER ESTEE COS INC 2.1%
Value ($000) $7,062 Shares 44,322 Est. Cost $58.58 Unrealized +204.7%
INTU INTUIT 2.0%
Value ($000) $6,702 Shares 29,140 Est. Cost $56.34 Unrealized +363.1%
AVGO BROADCOM INC 2.0%
Value ($000) $6,684 Shares 28,191 Est. Cost $19.90 Unrealized +22.0%
PANW PALO ALTO NETWORKS INC 1.8%
Value ($000) $6,025 Shares 36,745 Est. Cost $24.06 Unrealized +45.1%
MPWR MONOLITHIC PWR SYS INC 1.8%
Value ($000) $5,973 Shares 35,670 Est. Cost $98.20 Unrealized +66.9%
GOOGL ALPHABET INC 1.7%
Value ($000) $5,606 Shares 4,825 Est. Cost $39.13 Unrealized +71.9%
ORLY O REILLY AUTOMOTIVE INC NEW 1.6%
Value ($000) $5,442 Shares 18,078 Est. Cost $7.38 Unrealized +246.4%
AMZN AMAZON COM INC 1.6%
Value ($000) $5,381 Shares 2,760 Est. Cost $59.62 Unrealized +62.3%
SJNK SPDR SER TR 1.6%
Value ($000) $5,249 Shares 222,806 Est. Cost $27.11 Unrealized
APD AIR PRODS & CHEMS INC 1.4%
Value ($000) $4,650 Shares 23,293 Est. Cost $76.98 Unrealized +156.0%
BMY BRISTOL-MYERS SQUIBB CO 1.4%
Value ($000) $4,635 Shares 83,159 Est. Cost $48.55 Unrealized +0.1%
HD HOME DEPOT INC 1.2%
Value ($000) $3,977 Shares 21,302 Est. Cost $120.12 Unrealized +58.3%
FAST FASTENAL CO 1.1%
Value ($000) $3,784 Shares 121,096 Est. Cost $11.36 Unrealized +33.4%
VFC V F CORP 1.1%
Value ($000) $3,767 Shares 69,653 Est. Cost $51.95 Unrealized +50.0%
FTV FORTIVE CORP 1.1%
Value ($000) $3,720 Shares 67,395 Est. Cost $32.36 Unrealized +31.7%
VEEV VEEVA SYS INC 1.1%
Value ($000) $3,715 Shares 23,755 Est. Cost $148.28 Unrealized -1.1%
GOOG ALPHABET INC 1.1%
Value ($000) $3,586 Shares 3,084 Est. Cost $35.68 Unrealized +88.7%
URI UNITED RENTALS INC 1.1%
Value ($000) $3,578 Shares 34,769 Est. Cost $74.06 Unrealized +73.4%
IWM ISHARES TR 1.0%
Value ($000) $3,416 Shares 29,848 Est. Cost $138.97 Unrealized
DLR DIGITAL RLTY TR INC 1.0%
Value ($000) $3,392 Shares 24,421 Est. Cost $50.41 Unrealized +105.7%
TSCO TRACTOR SUPPLY CO 1.0%
Value ($000) $3,351 Shares 39,633 Est. Cost $14.83 Unrealized +10.3%
ADP AUTOMATIC DATA PROCESSING IN 1.0%
Value ($000) $3,346 Shares 24,479 Est. Cost $77.07 Unrealized +84.2%
PYPL PAYPAL HLDGS INC 1.0%
Value ($000) $3,166 Shares 33,066 Est. Cost $105.00 Unrealized +4.9%
DHR DANAHER CORPORATION 0.9%
Value ($000) $3,103 Shares 22,421 Est. Cost $49.58 Unrealized +164.8%
NFLX NETFLIX INC 0.9%
Value ($000) $3,042 Shares 8,100 Est. Cost $24.30 Unrealized +45.6%
MDLZ MONDELEZ INTL INC 0.9%
Value ($000) $2,973 Shares 59,361 Est. Cost $37.03 Unrealized +26.1%
CBRE CBRE GROUP INC 0.9%
Value ($000) $2,893 Shares 76,707 Est. Cost $27.97 Unrealized +97.6%
WSO WATSCO INC 0.8%
Value ($000) $2,800 Shares 17,715 Est. Cost $154.27 Unrealized +9.5%
TT TRANE TECHNOLOGIES PLC 0.8%
Value ($000) $2,715 Shares 32,875 Est. Cost $93.73 Unrealized 0.0%
NOW SERVICENOW INC 0.8%
Value ($000) $2,529 Shares 8,825 Est. Cost $53.18 Unrealized +17.6%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $2,048 Shares 23,926 Est. Cost $84.02 Unrealized +28.1%
BSV VANGUARD BD INDEX FDS 0.6%
Value ($000) $1,997 Shares 24,300 Est. Cost $80.53 Unrealized
EEMA ISHARES INC 0.6%
Value ($000) $1,930 Shares 33,888 Est. Cost $71.76 Unrealized
IVV ISHARES TR 0.6%
Value ($000) $1,891 Shares 7,318 Est. Cost $261.52 Unrealized
CITRIX SYS INC 0.6%
Value ($000) $1,825 Shares 12,895 Est. Cost $80.71 Unrealized
KMX CARMAX INC 0.5%
Value ($000) $1,788 Shares 33,211 Est. Cost $48.25 Unrealized +75.3%
ZTS ZOETIS INC 0.5%
Value ($000) $1,784 Shares 15,161 Est. Cost $74.51 Unrealized +68.2%
SU SUNCOR ENERGY INC NEW 0.5%
Value ($000) $1,707 Shares 108,069 Est. Cost $21.40 Unrealized -2.9%
ORCL ORACLE CORP 0.5%
Value ($000) $1,605 Shares 33,200 Est. Cost $29.60 Unrealized +60.5%
COOPER COS INC 0.5%
Value ($000) $1,587 Shares 5,758 Est. Cost $192.16 Unrealized
CERNER CORP 0.4%
Value ($000) $1,467 Shares 23,287 Est. Cost $63.97 Unrealized
MKTX MARKETAXESS HLDGS INC 0.4%
Value ($000) $1,217 Shares 3,660 Est. Cost $335.43 Unrealized -2.5%
RVTY PERKINELMER INC 0.4%
Value ($000) $1,191 Shares 15,820 Est. Cost $45.12 Unrealized +94.1%
PEP PEPSICO INC 0.4%
Value ($000) $1,189 Shares 9,900 Est. Cost $57.78 Unrealized +95.2%
CEF SPROTT PHYSICAL GOLD & SILVE 0.4%
Value ($000) $1,170 Shares 80,000 Est. Cost $12.54 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,136 Shares 14,915 Est. Cost $37.38 Unrealized +79.7%
CGNX COGNEX CORP 0.3%
Value ($000) $1,130 Shares 26,756 Est. Cost $37.36 Unrealized +26.1%
BKNG BOOKING HLDGS INC 0.3%
Value ($000) $1,127 Shares 838 Est. Cost $1927.71 Unrealized -10.4%
IWO ISHARES TR 0.3%
Value ($000) $1,106 Shares 6,995 Est. Cost $168.63 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $1,073 Shares 20,068 Est. Cost $64.58 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,065 Shares 31,751 Est. Cost $39.44 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $989 Shares 12,534 Est. Cost $44.61 Unrealized +68.8%
ILMN ILLUMINA INC 0.3%
Value ($000) $979 Shares 3,583 Est. Cost $308.16 Unrealized -9.3%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $970 Shares 3,762 Est. Cost $230.92 Unrealized
MIDD MIDDLEBY CORP 0.3%
Value ($000) $965 Shares 16,970 Est. Cost $100.77 Unrealized -2.7%
MASI MASIMO CORP 0.3%
Value ($000) $866 Shares 4,890 Est. Cost $154.51 Unrealized +11.0%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $857 Shares 7,790 Est. Cost $73.77 Unrealized +40.7%
SITE SITEONE LANDSCAPE SUPPLY INC 0.2%
Value ($000) $819 Shares 11,120 Est. Cost $84.75 Unrealized +7.9%
AMG AFFILIATED MANAGERS GROUP IN 0.2%
Value ($000) $676 Shares 11,434 Est. Cost $154.44 Unrealized -51.7%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $675 Shares 8,400 Est. Cost $80.36 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $667 Shares 5,087 Est. Cost $80.44 Unrealized +49.4%
AGG ISHARES TR 0.2%
Value ($000) $663 Shares 5,750 Est. Cost $115.13 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $648 Shares 19,854 Est. Cost $20.18 Unrealized +28.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $643 Shares 16,922 Est. Cost $54.55 Unrealized -22.8%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $597 Shares 6,635 Est. Cost $43.49 Unrealized +138.2%
TRMB TRIMBLE INC 0.2%
Value ($000) $582 Shares 18,290 Est. Cost $27.72 Unrealized +41.0%
AMGN AMGEN INC 0.2%
Value ($000) $569 Shares 2,805 Est. Cost $159.19 Unrealized +14.5%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $538 Shares 11,750 Est. Cost $77.09 Unrealized
IR INGERSOLL RAND INC 0.2%
Value ($000) $525 Shares 21,151 Est. Cost $31.60 Unrealized 0.0%
STT STATE STR CORP 0.2%
Value ($000) $522 Shares 9,800 Est. Cost $44.76 Unrealized +27.9%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $516 Shares 9,400 Est. Cost $41.74 Unrealized +36.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $489 Shares 1,861 Est. Cost $265.77 Unrealized
BKLN INVESCO EXCHANGE-TRADED FD T 0.1%
Value ($000) $481 Shares 23,500 Est. Cost $22.75 Unrealized
SMG SCOTTS MIRACLE GRO CO 0.1%
Value ($000) $478 Shares 4,670 Est. Cost $81.91 Unrealized +7.1%
WTRG ESSENTIAL UTILS INC 0.1%
Value ($000) $472 Shares 11,600 Est. Cost $47.18 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $466 Shares 4,657 Est. Cost $101.52 Unrealized +17.3%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $455 Shares 31,792 Est. Cost $39.99 Unrealized
FLO FLOWERS FOODS INC 0.1%
Value ($000) $426 Shares 20,774 Est. Cost $13.18 Unrealized +29.6%
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $412 Shares 4,420 Est. Cost $101.87 Unrealized +1.1%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $412 Shares 6,173 Est. Cost $40.11 Unrealized +65.8%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $412 Shares 1,680 Est. Cost $96.34 Unrealized +171.1%
KNX KNIGHT SWIFT TRANSN HLDGS IN 0.1%
Value ($000) $382 Shares 11,650 Est. Cost $34.80 Unrealized -4.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $342 Shares 2,068 Est. Cost $74.80 Unrealized +129.7%
META FACEBOOK INC 0.1%
Value ($000) $341 Shares 2,042 Est. Cost $163.65 Unrealized +18.8%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $340 Shares 3,860 Est. Cost $44.09 Unrealized +80.3%
CMA COMERICA INC 0.1%
Value ($000) $321 Shares 10,954 Est. Cost $52.81 Unrealized -23.4%
MMM 3M CO 0.1%
Value ($000) $314 Shares 2,300 Est. Cost $67.06 Unrealized +58.0%
FISV FISERV INC 0.1%
Value ($000) $313 Shares 3,300 Est. Cost $49.98 Unrealized +122.2%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $309 Shares 2,583 Est. Cost $53.22 Unrealized +116.9%
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $308 Shares 23,500 Est. Cost $10.30 Unrealized
SPDR SER TR 0.1%
Value ($000) $304 Shares 6,280 Est. Cost $89.45 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $285 Shares 3,928 Est. Cost $71.79 Unrealized +5.9%
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $254 Shares 6,350 Est. Cost $45.75 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $243 Shares 1,610 Est. Cost $129.45 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $243 Shares 1,400 Est. Cost $19.64 Unrealized +214.4%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $226 Shares 4,200 Est. Cost $31.70 Unrealized +29.4%
RPM RPM INTL INC 0.1%
Value ($000) $209 Shares 3,505 Est. Cost $40.39 Unrealized +70.5%
SPYM SPDR SER TR 0.1%
Value ($000) $208 Shares 6,892 Est. Cost $51.77 Unrealized
BEACON ROOFING SUPPLY INC 0.1%
Value ($000) $207 Shares 12,525 Est. Cost $30.30 Unrealized
MRK MERCK & CO. INC 0.1%
Value ($000) $200 Shares 2,600 Est. Cost $57.05 Unrealized +14.1%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $197 Shares 6,852 Est. Cost $35.45 Unrealized +3.3%
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $193 Shares 5,800 Est. Cost $33.28 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $189 Shares 2,705 Est. Cost $73.65 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $180 Shares 762 Est. Cost $229.33 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value ($000) $173 Shares 33,000 Est. Cost $5.58 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $163 Shares 940 Est. Cost $63.83 Unrealized +150.1%
QCOM QUALCOMM INC 0.0%
Value ($000) $162 Shares 2,400 Est. Cost $46.05 Unrealized +56.2%
BLACKROCK MUNIYLD MICH QLTY 0.0%
Value ($000) $161 Shares 12,151 Est. Cost $13.28 Unrealized
WMT WALMART INC 0.0%
Value ($000) $160 Shares 1,410 Est. Cost $26.16 Unrealized +35.2%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $152 Shares 1,600 Est. Cost $44.18 Unrealized +133.6%
HOLLYFRONTIER CORP 0.0%
Value ($000) $147 Shares 6,000 Est. Cost $51.17 Unrealized
ISHARES GOLD TRUST 0.0%
Value ($000) $134 Shares 8,900 Est. Cost $15.06 Unrealized
NEOG NEOGEN CORP 0.0%
Value ($000) $134 Shares 2,000 Est. Cost $26.81 Unrealized +22.4%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $132 Shares 1,415 Est. Cost $75.14 Unrealized +9.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $130 Shares 710 Est. Cost $146.33 Unrealized +45.2%
DWX SPDR INDEX SHS FDS 0.0%
Value ($000) $124 Shares 4,035 Est. Cost $34.99 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $119 Shares 1,200 Est. Cost $99.17 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $119 Shares 980 Est. Cost $121.43 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $119 Shares 2,600 Est. Cost $51.02 Unrealized +15.3%
OAKTREE STRATEGIC INCOME COR 0.0%
Value ($000) $117 Shares 21,044 Est. Cost $7.97 Unrealized
MDYG SPDR SER TR 0.0%
Value ($000) $116 Shares 2,703 Est. Cost $83.56 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $113 Shares 1,550 Est. Cost $58.75 Unrealized +3.4%
IJR ISHARES TR 0.0%
Value ($000) $112 Shares 2,003 Est. Cost $64.45 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $108 Shares 2,000 Est. Cost $25.10 Unrealized +108.5%
CSCO CISCO SYS INC 0.0%
Value ($000) $107 Shares 2,725 Est. Cost $21.35 Unrealized +71.8%
HSY HERSHEY CO 0.0%
Value ($000) $106 Shares 800 Est. Cost $73.07 Unrealized +75.8%
OAKTREE SPECIALTY LENDING CO 0.0%
Value ($000) $103 Shares 31,641 Est. Cost $4.60 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $101 Shares 7,335 Est. Cost $14.04 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $101 Shares 690 Est. Cost $98.05 Unrealized +66.9%
EATON VANCE MUNI INCOME TRUS 0.0%
Value ($000) $99 Shares 8,230 Est. Cost $12.39 Unrealized
BXMT BLACKSTONE MTG TR INC 0.0%
Value ($000) $96 Shares 5,176 Est. Cost $34.64 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $94 Shares 485 Est. Cost $173.90 Unrealized
CDW CDW CORP 0.0%
Value ($000) $93 Shares 1,000 Est. Cost $62.44 Unrealized +82.6%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $93 Shares 1,400 Est. Cost $53.84 Unrealized +14.3%
HAL HALLIBURTON CO 0.0%
Value ($000) $91 Shares 13,337 Est. Cost $36.41 Unrealized -57.1%
TRP TC ENERGY CORP 0.0%
Value ($000) $89 Shares 2,000 Est. Cost $34.25 Unrealized +9.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $87 Shares 500 Est. Cost $82.95 Unrealized +67.2%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $87 Shares 400 Est. Cost $93.40 Unrealized +111.1%
NEM NEWMONT CORP 0.0%
Value ($000) $82 Shares 1,800 Est. Cost $37.89 Unrealized 0.0%
WELL WELLTOWER INC 0.0%
Value ($000) $81 Shares 1,772 Est. Cost $50.81 Unrealized +21.7%
MDT MEDTRONIC PLC 0.0%
Value ($000) $81 Shares 900 Est. Cost $60.74 Unrealized +48.5%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $77 Shares 500 Est. Cost $160.37 Unrealized +15.0%
GRMN GARMIN LTD 0.0%
Value ($000) $75 Shares 1,000 Est. Cost $81.16 Unrealized -2.4%
ZBRA ZEBRA TECHNOLOGIES CORP 0.0%
Value ($000) $73 Shares 400 Est. Cost $201.62 Unrealized +11.5%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $73 Shares 901 Est. Cost $70.15 Unrealized +3.6%
IWB ISHARES TR 0.0%
Value ($000) $68 Shares 480 Est. Cost $147.92 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $68 Shares 300 Est. Cost $249.81 Unrealized +0.6%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $68 Shares 1,500 Est. Cost $45.33 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $67 Shares 1,100 Est. Cost $58.67 Unrealized -6.2%
KO COCA COLA CO 0.0%
Value ($000) $66 Shares 1,500 Est. Cost $29.72 Unrealized +51.4%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $65 Shares 700 Est. Cost $107.14 Unrealized
FFIV F5 NETWORKS INC 0.0%
Value ($000) $64 Shares 600 Est. Cost $104.36 Unrealized +17.2%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $62 Shares 661 Est. Cost $138.83 Unrealized
GNR SPDR INDEX SHS FDS 0.0%
Value ($000) $62 Shares 2,000 Est. Cost $44.50 Unrealized
BP BP PLC 0.0%
Value ($000) $61 Shares 2,500 Est. Cost $40.09 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $61 Shares 600 Est. Cost $89.30 Unrealized +18.8%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $61 Shares 1,664 Est. Cost $60.86 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $59 Shares 750 Est. Cost $66.00 Unrealized +7.3%
EMR EMERSON ELEC CO 0.0%
Value ($000) $59 Shares 1,240 Est. Cost $56.25 Unrealized +2.7%
CORE LABORATORIES N V 0.0%
Value ($000) $59 Shares 5,728 Est. Cost $149.02 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $58 Shares 600 Est. Cost $119.22 Unrealized +3.6%
ENB ENBRIDGE INC 0.0%
Value ($000) $58 Shares 2,000 Est. Cost $22.27 Unrealized +12.3%
NVDA NVIDIA CORP 0.0%
Value ($000) $56 Shares 212 Est. Cost $2.88 Unrealized +118.0%
CCJ CAMECO CORP 0.0%
Value ($000) $53 Shares 7,000 Est. Cost $9.03 Unrealized -10.8%
EEFT EURONET WORLDWIDE INC 0.0%
Value ($000) $51 Shares 600 Est. Cost $59.48 Unrealized +122.7%
BROOKFIELD PPTY REIT INC 0.0%
Value ($000) $51 Shares 6,000 Est. Cost $8.50 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $50 Shares 200 Est. Cost $201.89 Unrealized +36.4%
BWA BORGWARNER INC 0.0%
Value ($000) $49 Shares 2,000 Est. Cost $36.80 Unrealized -28.2%
TJX TJX COS INC NEW 0.0%
Value ($000) $49 Shares 1,018 Est. Cost $38.39 Unrealized +38.9%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $49 Shares 620 Est. Cost $79.03 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $48 Shares 751 Est. Cost $42.85 Unrealized +54.6%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $48 Shares 2,498 Est. Cost $29.07 Unrealized +22.7%
WOOD ISHARES TR 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $70.00 Unrealized
EQM MIDSTREAM PARTNERS LP 0.0%
Value ($000) $47 Shares 4,000 Est. Cost $34.00 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $47 Shares 907 Est. Cost $53.25 Unrealized +10.8%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $45.26 Unrealized +20.1%
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $45 Shares 1,250 Est. Cost $43.25 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $59.68 Unrealized -4.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $44 Shares 1,150 Est. Cost $28.16 Unrealized -2.1%
AGZD WISDOMTREE TR 0.0%
Value ($000) $41 Shares 900 Est. Cost $48.60 Unrealized
T AT&T INC 0.0%
Value ($000) $41 Shares 1,400 Est. Cost $12.28 Unrealized +48.0%
DHS WISDOMTREE TR 0.0%
Value ($000) $41 Shares 730 Est. Cost $66.49 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value ($000) $41 Shares 4,022 Est. Cost $13.43 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $40 Shares 600 Est. Cost $71.28 Unrealized -12.4%
CSX CSX CORP 0.0%
Value ($000) $39 Shares 688 Est. Cost $10.66 Unrealized +102.4%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $39 Shares 1,875 Est. Cost $24.00 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $38 Shares 500 Est. Cost $56.07 Unrealized +36.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $37 Shares 400 Est. Cost $54.31 Unrealized +73.5%
XEL XCEL ENERGY INC 0.0%
Value ($000) $37 Shares 618 Est. Cost $24.05 Unrealized +125.6%
SDY SPDR SER TR 0.0%
Value ($000) $36 Shares 453 Est. Cost $80.92 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $36 Shares 250 Est. Cost $96.59 Unrealized +18.9%
UNP UNION PAC CORP 0.0%
Value ($000) $35 Shares 246 Est. Cost $69.65 Unrealized +108.2%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $35 Shares 2,000 Est. Cost $14.00 Unrealized
YORW YORK WTR CO 0.0%
Value ($000) $35 Shares 800 Est. Cost $28.55 Unrealized +40.8%
MDYV SPDR SER TR 0.0%
Value ($000) $35 Shares 986 Est. Cost $73.53 Unrealized
CAKE CHEESECAKE FACTORY INC 0.0%
Value ($000) $34 Shares 1,975 Est. Cost $31.60 Unrealized -4.9%
GENERAL ELECTRIC CO 0.0%
Value ($000) $32 Shares 4,000 Est. Cost $10.50 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $32 Shares 250 Est. Cost $127.63 Unrealized +11.4%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $32 Shares 700 Est. Cost $33.55 Unrealized +18.1%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $32 Shares 285 Est. Cost $101.37 Unrealized -3.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $32 Shares 320 Est. Cost $103.38 Unrealized +20.8%
BIOTELEMETRY INC 0.0%
Value ($000) $31 Shares 800 Est. Cost $46.56 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $30 Shares 200 Est. Cost $115.73 Unrealized +23.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $30 Shares 1,026 Est. Cost $57.00 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $29 Shares 122 Est. Cost $94.67 Unrealized +204.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $28 Shares 2,000 Est. Cost $12.11 Unrealized +10.3%
LLY LILLY ELI & CO 0.0%
Value ($000) $28 Shares 200 Est. Cost $108.01 Unrealized +18.7%
EATON VANCE TX MGD DIV EQ IN 0.0%
Value ($000) $28 Shares 3,000 Est. Cost $12.00 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $28 Shares 896 Est. Cost $42.40 Unrealized -3.4%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $32.91 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $28 Shares 146 Est. Cost $157.53 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $32.82 Unrealized +0.4%
CB CHUBB LIMITED 0.0%
Value ($000) $27 Shares 240 Est. Cost $96.06 Unrealized +35.7%
AES AES CORP 0.0%
Value ($000) $27 Shares 2,000 Est. Cost $11.66 Unrealized +24.3%
IAGG ISHARES TR 0.0%
Value ($000) $27 Shares 500 Est. Cost $52.00 Unrealized
NKE NIKE INC 0.0%
Value ($000) $26 Shares 314 Est. Cost $57.56 Unrealized +49.2%
LOW LOWES COS INC 0.0%
Value ($000) $26 Shares 300 Est. Cost $61.71 Unrealized +59.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $25 Shares 733 Est. Cost $23.79 Unrealized -23.7%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $25 Shares 704 Est. Cost $63.63 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $44.26 Unrealized -13.3%
DEM WISDOMTREE TR 0.0%
Value ($000) $24 Shares 750 Est. Cost $44.00 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $23 Shares 300 Est. Cost $71.40 Unrealized +15.7%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $23 Shares 155 Est. Cost $148.39 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $23 Shares 202 Est. Cost $113.86 Unrealized
NUVEEN REAL ESTATE INCOME FD 0.0%
Value ($000) $23 Shares 3,335 Est. Cost $10.49 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $22 Shares 45 Est. Cost $109.76 Unrealized +66.9%
DIA SPDR DOW JONES INDL AVRG ETF 0.0%
Value ($000) $22 Shares 100 Est. Cost $230.00 Unrealized
EZU ISHARES INC 0.0%
Value ($000) $21 Shares 675 Est. Cost $43.34 Unrealized
RENEWABLE ENERGY GROUP INC 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $12.00 Unrealized
GVI ISHARES TR 0.0%
Value ($000) $21 Shares 182 Est. Cost $109.89 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $21 Shares 4,000 Est. Cost $18.15 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $20 Shares 1,775 Est. Cost $32.32 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $19 Shares 540 Est. Cost $35.09 Unrealized +6.1%
DGRW WISDOMTREE TR 0.0%
Value ($000) $18 Shares 450 Est. Cost $33.14 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $18 Shares 800 Est. Cost $15.55 Unrealized +78.6%
CRM SALESFORCE COM INC 0.0%
Value ($000) $18 Shares 125 Est. Cost $107.60 Unrealized +57.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $17 Shares 50 Est. Cost $208.16 Unrealized +60.9%
ALLIANZGI NFJ DIVID INT & PR 0.0%
Value ($000) $17 Shares 1,750 Est. Cost $13.14 Unrealized
PRLB PROTO LABS INC 0.0%
Value ($000) $15 Shares 200 Est. Cost $121.21 Unrealized -23.5%
LOGMEIN INC 0.0%
Value ($000) $15 Shares 180 Est. Cost $105.13 Unrealized
BA BOEING CO 0.0%
Value ($000) $15 Shares 100 Est. Cost $126.35 Unrealized +115.9%
IWN ISHARES TR 0.0%
Value ($000) $14 Shares 165 Est. Cost $127.27 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $13 Shares 568 Est. Cost $22.27 Unrealized +21.6%
WLK WESTLAKE CHEM CORP 0.0%
Value ($000) $13 Shares 350 Est. Cost $55.73 Unrealized -8.4%
DOX AMDOCS LTD 0.0%
Value ($000) $12 Shares 213 Est. Cost $51.03 Unrealized +15.9%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $12 Shares 500 Est. Cost $20.68 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $12 Shares 95 Est. Cost $106.25 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $30.07 Unrealized 0.0%
XMLV INVESCO EXCHANGE-TRADED FD T 0.0%
Value ($000) $12 Shares 304 Est. Cost $46.05 Unrealized
SPRING BK PHARMACEUTICALS IN 0.0%
Value ($000) $11 Shares 12,000 Est. Cost $3.67 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $10 Shares 900 Est. Cost $8.45 Unrealized +13.3%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $10 Shares 180 Est. Cost $122.04 Unrealized -29.4%
CALAMOS STRATEGIC TOTL RETN 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $13.00 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $9 Shares 412 Est. Cost $34.73 Unrealized -16.0%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $9 Shares 200 Est. Cost $90.00 Unrealized
JNK SPDR SER TR 0.0%
Value ($000) $9 Shares 91 Est. Cost $108.91 Unrealized
GRUBHUB INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.00 Unrealized
SPIRIT RLTY CAP INC NEW 0.0%
Value ($000) $8 Shares 300 Est. Cost $36.67 Unrealized
MERIDIAN BIOSCIENCE INC 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $14.00 Unrealized
RPT REALTY 0.0%
Value ($000) $7 Shares 1,200 Est. Cost $11.67 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $51.97 Unrealized +60.8%
SLF SUN LIFE FINL INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $40.18 Unrealized +6.6%
CHINA PETE & CHEM CORP 0.0%
Value ($000) $6 Shares 130 Est. Cost $76.92 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $6 Shares 186 Est. Cost $27.32 Unrealized +31.9%
GW PHARMACEUTICALS PLC 0.0%
Value ($000) $6 Shares 65 Est. Cost $146.75 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $6 Shares 35 Est. Cost $171.43 Unrealized
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $5 Shares 138 Est. Cost $36.23 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $5 Shares 100 Est. Cost $61.14 Unrealized -18.8%
CVS CVS HEALTH CORP 0.0%
Value ($000) $4 Shares 65 Est. Cost $66.84 Unrealized -17.3%
AURORA CANNABIS INC 0.0%
Value ($000) $4 Shares 3,925 Est. Cost $5.41 Unrealized
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value ($000) $3 Shares 100 Est. Cost $29.59 Unrealized +36.3%
IJH ISHARES TR 0.0%
Value ($000) $3 Shares 21 Est. Cost $190.48 Unrealized
ANAPLAN INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $50.00 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $180.55 Unrealized +0.8%
CLEARBRIDGE MLP AND MIDSTRM 0.0%
Value ($000) $1 Shares 500 Est. Cost $10.00 Unrealized
MOLECULAR TEMPLATES INC 0.0%
Value ($000) $1 Shares 90 Est. Cost $11.11 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $115.11 Unrealized 0.0%
BBY BEST BUY INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $58.51 Unrealized +6.7%