CLIFFORD SWAN INVESTMENT COUNSEL LLC Diversified Active

CIK: 0001034642 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 13, 2018

Total Value ($000): $1,788,399 (100.0% shares, 0.0% debt)

Holdings (314)

AAPL Apple Inc. 3.4%
Value ($000) $60,992 Shares 329,492 Est. Cost $18.52 Unrealized +130.9%
UPS United Parcel Service 2.9%
Value ($000) $51,207 Shares 482,037 Est. Cost $58.90 Unrealized +42.2%
WFC Wells Fargo & Co. 2.5%
Value ($000) $44,758 Shares 807,318 Est. Cost $30.63 Unrealized +41.5%
BRK/B Berkshire Hathaway B 2.5%
Value ($000) $44,247 Shares 237,056 Est. Cost $110.97 Unrealized +75.6%
XOM ExxonMobil Corporation 2.4%
Value ($000) $42,652 Shares 515,551 Est. Cost $54.10 Unrealized +3.8%
MSFT Microsoft Corp. 2.4%
Value ($000) $42,089 Shares 426,825 Est. Cost $27.75 Unrealized +223.4%
COST Costco Wholesale Corp. 2.2%
Value ($000) $40,221 Shares 192,465 Est. Cost $87.36 Unrealized +103.5%
JNJ Johnson & Johnson 2.1%
Value ($000) $37,307 Shares 307,455 Est. Cost $62.39 Unrealized +61.4%
ACN Accenture PLC 2.1%
Value ($000) $37,277 Shares 227,868 Est. Cost $63.92 Unrealized +117.9%
CVX Chevron Corp. 1.8%
Value ($000) $31,575 Shares 249,744 Est. Cost $70.40 Unrealized +26.6%
LOW Lowe's Companies 1.7%
Value ($000) $29,750 Shares 311,292 Est. Cost $32.16 Unrealized +144.7%
BA Boeing Co. 1.6%
Value ($000) $29,475 Shares 87,852 Est. Cost $107.25 Unrealized +208.0%
HPQ HP Inc. 1.6%
Value ($000) $28,149 Shares 1,240,578 Est. Cost $11.69 Unrealized +47.5%
INTC Intel Corp. 1.5%
Value ($000) $27,699 Shares 557,208 Est. Cost $18.95 Unrealized +137.8%
BMY Bristol-Myers Squibb Co. 1.4%
Value ($000) $24,708 Shares 446,477 Est. Cost $39.42 Unrealized +3.1%
SYK Stryker Corporation 1.4%
Value ($000) $24,588 Shares 145,610 Est. Cost $56.92 Unrealized +171.9%
PYPL Paypal Hldgs Inc Com 1.3%
Value ($000) $23,722 Shares 284,884 Est. Cost $36.39 Unrealized +118.5%
SLB Schlumberger Ltd 1.3%
Value ($000) $23,513 Shares 350,789 Est. Cost $55.38 Unrealized -0.5%
DIS The Walt Disney Company 1.3%
Value ($000) $23,324 Shares 222,541 Est. Cost $82.63 Unrealized +17.6%
JPM JPMorgan Chase & Co. 1.3%
Value ($000) $23,278 Shares 223,402 Est. Cost $37.67 Unrealized +136.3%
EMR Emerson Electric Co. 1.3%
Value ($000) $22,604 Shares 326,926 Est. Cost $40.53 Unrealized +44.7%
PG Procter & Gamble Co. 1.2%
Value ($000) $22,186 Shares 284,221 Est. Cost $57.71 Unrealized +7.1%
BK Bank of New York Mellon Corp. 1.2%
Value ($000) $21,522 Shares 399,079 Est. Cost $22.07 Unrealized +101.9%
TSCO Tractor Supply Company 1.2%
Value ($000) $21,258 Shares 277,916 Est. Cost $10.58 Unrealized +16.9%
CL Colgate-Palmolive Co. 1.2%
Value ($000) $21,243 Shares 327,778 Est. Cost $45.19 Unrealized +20.8%
ORCL Oracle Systems 1.1%
Value ($000) $20,222 Shares 458,974 Est. Cost $28.15 Unrealized +46.3%
General Electric 1.1%
Value ($000) $19,979 Shares 1,467,990 Est. Cost $21.84 Unrealized
GOOGL Alphabet Inc Class A 1.1%
Value ($000) $19,704 Shares 17,450 Est. Cost $36.75 Unrealized +46.9%
NKE Nike, Inc. 1.1%
Value ($000) $19,548 Shares 245,335 Est. Cost $45.47 Unrealized +40.4%
ABT Abbott Labs 1.1%
Value ($000) $19,355 Shares 317,350 Est. Cost $30.43 Unrealized +74.6%
CSCO Cisco Systems, Inc. 1.1%
Value ($000) $18,804 Shares 436,987 Est. Cost $16.78 Unrealized +107.1%
HPE Hewlett Packard Enterprise Co 1.0%
Value ($000) $18,334 Shares 1,254,906 Est. Cost $8.15 Unrealized +59.7%
PFE Pfizer, Inc. 1.0%
Value ($000) $18,265 Shares 503,456 Est. Cost $17.08 Unrealized +42.3%
IBM International Bus Mach 1.0%
Value ($000) $17,564 Shares 125,725 Est. Cost $116.99 Unrealized -14.6%
MCD McDonald's Corp. 1.0%
Value ($000) $17,303 Shares 110,427 Est. Cost $71.78 Unrealized +88.8%
United Technologies 1.0%
Value ($000) $17,061 Shares 136,458 Est. Cost $102.11 Unrealized
ABBV AbbVie Inc. 0.9%
Value ($000) $16,828 Shares 181,629 Est. Cost $29.11 Unrealized +142.2%
EW Edwards Lifesciences Corp. 0.9%
Value ($000) $16,821 Shares 115,556 Est. Cost $18.13 Unrealized +157.4%
QCOM Qualcomm, Inc 0.9%
Value ($000) $16,307 Shares 290,574 Est. Cost $45.21 Unrealized +1.6%
PEP PepsiCo Inc. 0.9%
Value ($000) $15,810 Shares 145,215 Est. Cost $56.33 Unrealized +45.1%
Discovery Inc. 0.9%
Value ($000) $15,411 Shares 604,338 Est. Cost $25.08 Unrealized
COP ConocoPhillips 0.9%
Value ($000) $15,228 Shares 218,733 Est. Cost $40.13 Unrealized +29.1%
Nordstrom Inc. 0.8%
Value ($000) $14,552 Shares 281,029 Est. Cost $48.56 Unrealized
SYY Sysco Corp. 0.8%
Value ($000) $13,898 Shares 203,518 Est. Cost $25.86 Unrealized +102.1%
A Agilent Technologies Inc. 0.8%
Value ($000) $13,733 Shares 222,066 Est. Cost $27.97 Unrealized +120.6%
MMM 3M Company 0.8%
Value ($000) $13,652 Shares 69,398 Est. Cost $61.26 Unrealized +112.4%
Stericycle, Inc. 0.7%
Value ($000) $13,256 Shares 203,028 Est. Cost $81.38 Unrealized
ENR Energizer Holdings Inc New 0.7%
Value ($000) $13,153 Shares 208,906 Est. Cost $34.32 Unrealized +31.0%
HON Honeywell Int'l Inc. 0.7%
Value ($000) $13,024 Shares 90,413 Est. Cost $53.50 Unrealized +112.3%
FAST Fastenal Co. 0.7%
Value ($000) $12,997 Shares 270,035 Est. Cost $8.02 Unrealized +32.5%
AMZN Amazon Com Inc 0.7%
Value ($000) $12,913 Shares 7,597 Est. Cost $20.76 Unrealized +282.3%
INTU Intuit Inc. 0.7%
Value ($000) $12,382 Shares 60,607 Est. Cost $65.23 Unrealized +179.4%
Walgreens Boots Alliance Inc. 0.7%
Value ($000) $12,007 Shares 200,063 Est. Cost $72.04 Unrealized
AMGN Amgen, Inc. 0.6%
Value ($000) $11,529 Shares 62,459 Est. Cost $86.52 Unrealized +62.1%
ALB Albemarle Corp. 0.6%
Value ($000) $11,323 Shares 120,032 Est. Cost $99.54 Unrealized -13.3%
PM Philip Morris Intl 0.6%
Value ($000) $10,943 Shares 135,529 Est. Cost $50.77 Unrealized +11.5%
VZ Verizon Comm. 0.6%
Value ($000) $10,571 Shares 210,112 Est. Cost $28.05 Unrealized +14.8%
UNP Union Pacific 0.6%
Value ($000) $10,533 Shares 74,343 Est. Cost $73.15 Unrealized +60.9%
TPR Tapestry Inc. 0.6%
Value ($000) $10,356 Shares 221,718 Est. Cost $32.95 Unrealized +18.4%
EPC Edgewell Personal Care Co 0.6%
Value ($000) $9,954 Shares 197,257 Est. Cost $59.08 Unrealized -29.1%
NVS Novartis AG ADS 0.5%
Value ($000) $9,833 Shares 130,167 Est. Cost $73.40 Unrealized
HD Home Depot, Inc. 0.5%
Value ($000) $9,689 Shares 49,662 Est. Cost $61.77 Unrealized +150.9%
MCK McKesson Corp. 0.5%
Value ($000) $9,500 Shares 71,213 Est. Cost $141.88 Unrealized -2.9%
JCI Johnson Controls International 0.5%
Value ($000) $9,460 Shares 282,798 Est. Cost $32.77 Unrealized -10.7%
ADP Automatic Data Proc. 0.5%
Value ($000) $9,355 Shares 69,739 Est. Cost $45.73 Unrealized +135.7%
GOOG Alphabet Inc Class C 0.5%
Value ($000) $9,319 Shares 8,353 Est. Cost $32.08 Unrealized +67.2%
NVO Novo Nordisk ADR 0.5%
Value ($000) $9,255 Shares 200,673 Est. Cost $60.74 Unrealized
DXC DXC Technology Co 0.5%
Value ($000) $9,092 Shares 112,790 Est. Cost $68.03 Unrealized +20.7%
VCSH Vanguard Short Term Corp Bond 0.5%
Value ($000) $8,992 Shares 115,134 Est. Cost $79.48 Unrealized
WMT Wal-Mart Stores, Inc. 0.5%
Value ($000) $8,974 Shares 104,775 Est. Cost $19.30 Unrealized +30.8%
BEN Franklin Resources Inc 0.5%
Value ($000) $8,901 Shares 277,728 Est. Cost $28.02 Unrealized -16.0%
Cerner 0.5%
Value ($000) $8,441 Shares 141,183 Est. Cost $56.49 Unrealized
BP BP PLC - Spons ADR 0.5%
Value ($000) $8,398 Shares 183,934 Est. Cost $41.16 Unrealized
GILD Gilead Sciences Inc 0.5%
Value ($000) $8,241 Shares 116,329 Est. Cost $70.82 Unrealized -25.6%
MO Altria Group, Inc. 0.4%
Value ($000) $7,924 Shares 139,528 Est. Cost $19.15 Unrealized +68.1%
NOC Northrop Grumman Corp. 0.4%
Value ($000) $7,815 Shares 25,398 Est. Cost $66.45 Unrealized +338.7%
Allergan Inc 0.4%
Value ($000) $7,804 Shares 46,810 Est. Cost $218.32 Unrealized
T AT&T Inc. 0.4%
Value ($000) $7,756 Shares 241,549 Est. Cost $12.61 Unrealized +15.2%
CAT Caterpillar Inc. 0.4%
Value ($000) $7,714 Shares 56,857 Est. Cost $61.45 Unrealized +105.9%
PSA Public Storage 0.4%
Value ($000) $7,307 Shares 32,210 Est. Cost $100.54 Unrealized +51.3%
AXP American Express Co. 0.4%
Value ($000) $6,898 Shares 70,389 Est. Cost $61.10 Unrealized +45.0%
MDLZ Mondelez International 0.4%
Value ($000) $6,573 Shares 160,310 Est. Cost $28.67 Unrealized +16.3%
Jacobs Engineering Group Inc. 0.4%
Value ($000) $6,494 Shares 102,277 Est. Cost $52.78 Unrealized
EBAY eBay Inc. 0.3%
Value ($000) $6,254 Shares 172,468 Est. Cost $19.83 Unrealized +74.6%
KEYS Keysight Technologies, Inc. 0.3%
Value ($000) $6,104 Shares 103,399 Est. Cost $32.07 Unrealized +73.3%
ITW Illinois Tool Works Inc. 0.3%
Value ($000) $6,088 Shares 43,945 Est. Cost $49.85 Unrealized +146.0%
MRK Merck & Co., Inc. New 0.3%
Value ($000) $5,686 Shares 93,673 Est. Cost $34.13 Unrealized +30.4%
BRK/A Berkshire Hathaway A 0.3%
Value ($000) $5,641 Shares 20 Est. Cost $179161.16 Unrealized +63.5%
TXN Texas Instruments 0.3%
Value ($000) $5,631 Shares 51,076 Est. Cost $26.57 Unrealized +228.5%
BDX Becton Dickinson & Co. 0.3%
Value ($000) $5,497 Shares 22,945 Est. Cost $149.26 Unrealized +33.0%
AKAM Akamai Technologies Inc. 0.3%
Value ($000) $5,016 Shares 68,496 Est. Cost $52.78 Unrealized +42.1%
LMT Lockheed Martin Corp. 0.3%
Value ($000) $4,852 Shares 16,425 Est. Cost $71.65 Unrealized +266.4%
TGT Target Corp 0.3%
Value ($000) $4,822 Shares 63,347 Est. Cost $46.41 Unrealized +28.5%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $4,782 Shares 17,627 Est. Cost $197.86 Unrealized
Vodafone Group PLC New 0.3%
Value ($000) $4,762 Shares 195,894 Est. Cost $30.94 Unrealized
SPDR DoubleLine Total Return T 0.3%
Value ($000) $4,546 Shares 95,599 Est. Cost $49.30 Unrealized
GS Goldman Sachs Group Inc. 0.3%
Value ($000) $4,536 Shares 20,563 Est. Cost $128.97 Unrealized +55.6%
WY Weyerhaeuser Co. 0.3%
Value ($000) $4,515 Shares 123,847 Est. Cost $23.04 Unrealized +17.5%
TJX TJX Companies 0.2%
Value ($000) $4,373 Shares 45,946 Est. Cost $27.88 Unrealized +41.9%
KO Coca-Cola Company 0.2%
Value ($000) $4,355 Shares 99,286 Est. Cost $28.78 Unrealized +18.2%
NTAP Netapp, Inc 0.2%
Value ($000) $4,290 Shares 54,625 Est. Cost $24.43 Unrealized +134.1%
PH Parker Hannifin Corp. 0.2%
Value ($000) $4,211 Shares 27,017 Est. Cost $114.03 Unrealized +33.2%
GIS General Mills Inc. 0.2%
Value ($000) $4,055 Shares 91,617 Est. Cost $42.96 Unrealized -22.2%
Laboratory Corp. of America 0.2%
Value ($000) $3,934 Shares 21,912 Est. Cost $94.98 Unrealized
MINT PIMCO Enhanced Short Maturity 0.2%
Value ($000) $3,777 Shares 37,191 Est. Cost $101.30 Unrealized
DowDuPont Inc. 0.2%
Value ($000) $3,654 Shares 55,426 Est. Cost $68.52 Unrealized
OKE Oneok Inc 0.2%
Value ($000) $3,541 Shares 50,709 Est. Cost $32.05 Unrealized +24.1%
NEU NewMarket Corp 0.2%
Value ($000) $3,236 Shares 8,000 Est. Cost $215.14 Unrealized +55.7%
TEVA Teva Pharmaceutical Industries 0.2%
Value ($000) $3,235 Shares 133,034 Est. Cost $36.25 Unrealized
POST Post Holdings, Inc. 0.2%
Value ($000) $3,164 Shares 36,786 Est. Cost $53.57 Unrealized -2.5%
Apache Corp 0.2%
Value ($000) $2,993 Shares 64,013 Est. Cost $61.54 Unrealized
CMI Cummins Inc 0.2%
Value ($000) $2,787 Shares 20,957 Est. Cost $90.00 Unrealized +36.2%
IWM iShares Russell 2000 Index 0.2%
Value ($000) $2,783 Shares 16,993 Est. Cost $111.99 Unrealized
ESS Essex Property Trust 0.2%
Value ($000) $2,781 Shares 11,631 Est. Cost $125.26 Unrealized +46.3%
RIG Transocean Ltd. 0.2%
Value ($000) $2,748 Shares 204,498 Est. Cost $24.12 Unrealized -49.0%
PSX Phillips 66 0.1%
Value ($000) $2,511 Shares 22,362 Est. Cost $50.98 Unrealized +63.1%
GLD SPDR Gold Trust 0.1%
Value ($000) $2,490 Shares 20,988 Est. Cost $122.77 Unrealized
XLK Select Sector SPDR Technology 0.1%
Value ($000) $2,481 Shares 35,715 Est. Cost $62.26 Unrealized
Magellan Midstream Partners 0.1%
Value ($000) $2,389 Shares 34,583 Est. Cost $53.72 Unrealized
GAP Gap Inc. Del 0.1%
Value ($000) $2,337 Shares 72,145 Est. Cost $17.43 Unrealized +34.7%
CLX Clorox Company 0.1%
Value ($000) $2,316 Shares 17,123 Est. Cost $60.00 Unrealized +64.8%
NUE Nucor Corp. 0.1%
Value ($000) $2,239 Shares 35,825 Est. Cost $33.48 Unrealized +61.6%
BAC Bank of America Corp 0.1%
Value ($000) $2,114 Shares 75,005 Est. Cost $11.60 Unrealized +114.1%
KHC Kraft Heinz Co Com 0.1%
Value ($000) $2,109 Shares 33,573 Est. Cost $49.61 Unrealized -17.2%
Micro Focus International PLC 0.1%
Value ($000) $2,078 Shares 120,303 Est. Cost $32.49 Unrealized
UNH UnitedHealth Group Inc. 0.1%
Value ($000) $2,070 Shares 8,438 Est. Cost $88.22 Unrealized +140.4%
ECL Ecolab, Inc. 0.1%
Value ($000) $2,036 Shares 14,506 Est. Cost $80.05 Unrealized +66.0%
FLEX Flex Ltd. 0.1%
Value ($000) $1,810 Shares 128,272 Est. Cost $9.02 Unrealized +24.4%
EEM iShares MSCI Emerging Markets 0.1%
Value ($000) $1,679 Shares 38,751 Est. Cost $37.37 Unrealized
Ingersoll-Rand PLC 0.1%
Value ($000) $1,623 Shares 18,088 Est. Cost $55.01 Unrealized
NEE NextEra Energy Inc. 0.1%
Value ($000) $1,621 Shares 9,703 Est. Cost $21.43 Unrealized +55.9%
Bed Bath & Beyond 0.1%
Value ($000) $1,593 Shares 79,931 Est. Cost $45.14 Unrealized
META Facebook Inc 0.1%
Value ($000) $1,580 Shares 8,130 Est. Cost $121.71 Unrealized +47.4%
PAA Plains All American Pipeline L 0.1%
Value ($000) $1,557 Shares 65,853 Est. Cost $47.53 Unrealized
Western Asset Income Fund 0.1%
Value ($000) $1,556 Shares 113,259 Est. Cost $12.96 Unrealized
ED Consolidated Edison Inc. 0.1%
Value ($000) $1,531 Shares 19,629 Est. Cost $47.49 Unrealized +22.1%
Royal Dutch Shell PLC-ADR A 0.1%
Value ($000) $1,527 Shares 22,052 Est. Cost $64.90 Unrealized
Medtronic Plc. 0.1%
Value ($000) $1,519 Shares 17,743 Est. Cost $74.70 Unrealized
MRSH Marsh & McLennan Companies 0.1%
Value ($000) $1,510 Shares 18,422 Est. Cost $32.58 Unrealized +121.7%
SSD Simpson Manufacturing Co 0.1%
Value ($000) $1,462 Shares 23,506 Est. Cost $33.09 Unrealized +70.3%
OXY Occidental Petroleum 0.1%
Value ($000) $1,449 Shares 17,310 Est. Cost $57.19 Unrealized +16.0%
Berkshire Hathaway (100=1 Clas 0.1%
Value ($000) $1,410 Shares 500 Est. Cost $1563.00 Unrealized
EPD Enterprise Products Partners L 0.1%
Value ($000) $1,378 Shares 49,808 Est. Cost $27.64 Unrealized
O Realty Income Corp. 0.1%
Value ($000) $1,345 Shares 25,011 Est. Cost $25.13 Unrealized +39.9%
KMB Kimberly-Clark Corp. 0.1%
Value ($000) $1,321 Shares 12,538 Est. Cost $74.07 Unrealized +7.2%
Kellogg Co. 0.1%
Value ($000) $1,226 Shares 17,550 Est. Cost $39.02 Unrealized +15.2%
CASY Casey's General Stores 0.1%
Value ($000) $1,182 Shares 11,250 Est. Cost $53.46 Unrealized +79.3%
Perspecta Inc. 0.1%
Value ($000) $1,160 Shares 56,446 Est. Cost $20.55 Unrealized
NSC Norfolk Southern Corp. 0.1%
Value ($000) $1,142 Shares 7,571 Est. Cost $58.92 Unrealized +112.6%
DE Deere & Co. 0.1%
Value ($000) $1,131 Shares 8,090 Est. Cost $71.38 Unrealized +84.0%
EXPD Expeditors Int'l Of Washington 0.1%
Value ($000) $1,066 Shares 14,588 Est. Cost $34.28 Unrealized +85.7%
LVS Las Vegas Sands 0.1%
Value ($000) $1,063 Shares 13,915 Est. Cost $45.10 Unrealized +45.6%
BAX Baxter International Inc 0.1%
Value ($000) $1,056 Shares 14,307 Est. Cost $30.43 Unrealized +102.2%
VEA Vanguard MSCI EAFE ETF 0.1%
Value ($000) $1,049 Shares 24,457 Est. Cost $39.94 Unrealized
NSRGY Nestle Sponsored ADR 0.1%
Value ($000) $1,039 Shares 13,414 Est. Cost $74.01 Unrealized
VB Vanguard Small Cap ETF 0.1%
Value ($000) $1,023 Shares 6,574 Est. Cost $133.91 Unrealized
21st Century Fox Class A 0.1%
Value ($000) $997 Shares 20,058 Est. Cost $33.51 Unrealized
CAG Conagra Inc. 0.1%
Value ($000) $938 Shares 26,266 Est. Cost $28.23 Unrealized -2.0%
IGIB IShares Barclays Intermediate 0.1%
Value ($000) $905 Shares 8,515 Est. Cost $109.16 Unrealized
IYW iShares DJ U.S. Technology Sec 0.0%
Value ($000) $891 Shares 5,000 Est. Cost $162.80 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $885 Shares 7,624 Est. Cost $30.42 Unrealized +40.4%
EFA iShares MSCI EAFE Index Fund 0.0%
Value ($000) $883 Shares 13,178 Est. Cost $61.94 Unrealized
MTX Minerals Technologies Inc. 0.0%
Value ($000) $835 Shares 11,077 Est. Cost $39.30 Unrealized +77.3%
ETN Eaton Corp. PLC 0.0%
Value ($000) $826 Shares 11,055 Est. Cost $46.52 Unrealized +44.1%
CSX CSX Corporation 0.0%
Value ($000) $818 Shares 12,829 Est. Cost $10.99 Unrealized +69.2%
AWK American Wtr Wks Inc. 0.0%
Value ($000) $803 Shares 9,411 Est. Cost $65.40 Unrealized +9.5%
DCP Midstream, LP 0.0%
Value ($000) $797 Shares 20,142 Est. Cost $37.39 Unrealized
VMI Valmont Industries Inc. 0.0%
Value ($000) $769 Shares 5,100 Est. Cost $146.58 Unrealized -0.3%
VWO Vanguard FTSE Emerging Markets 0.0%
Value ($000) $756 Shares 17,925 Est. Cost $42.77 Unrealized
WEC Wec Energy Group Inc 0.0%
Value ($000) $752 Shares 11,626 Est. Cost $33.96 Unrealized +43.5%
SCHP Schwab U.S. TIPS ETF 0.0%
Value ($000) $743 Shares 13,528 Est. Cost $55.09 Unrealized
Meredith Corp. 0.0%
Value ($000) $738 Shares 14,475 Est. Cost $38.25 Unrealized
PFF iShares S&P U.S. Preferred Sto 0.0%
Value ($000) $737 Shares 19,531 Est. Cost $39.44 Unrealized
MDY SPDR S&P MidCap 400 ETF 0.0%
Value ($000) $736 Shares 2,073 Est. Cost $210.97 Unrealized
SCHW The Charles Schwab Corporation 0.0%
Value ($000) $730 Shares 14,277 Est. Cost $43.66 Unrealized +14.2%
VGT Vanguard World Fds Inf Tech ET 0.0%
Value ($000) $723 Shares 3,988 Est. Cost $101.68 Unrealized
ITB iShares DJ US Housing 0.0%
Value ($000) $723 Shares 18,940 Est. Cost $23.88 Unrealized
ZBH Zimmer Biomet Hldgs Inc Com 0.0%
Value ($000) $709 Shares 6,362 Est. Cost $87.74 Unrealized +16.5%
SCHM Schwab U.S. Mid-Cap ETF 0.0%
Value ($000) $708 Shares 12,896 Est. Cost $54.90 Unrealized
MCO Moody's Corporation 0.0%
Value ($000) $698 Shares 4,095 Est. Cost $56.27 Unrealized +181.3%
USB U.S. Bancorp 0.0%
Value ($000) $695 Shares 13,897 Est. Cost $28.54 Unrealized +30.5%
SO Southern Company 0.0%
Value ($000) $694 Shares 14,991 Est. Cost $28.42 Unrealized +15.6%
DUK Duke Energy Corp. New 0.0%
Value ($000) $667 Shares 8,433 Est. Cost $43.62 Unrealized +29.3%
PPG PPG Industries, Inc. 0.0%
Value ($000) $666 Shares 6,418 Est. Cost $80.57 Unrealized +13.7%
V Visa Inc. 0.0%
Value ($000) $666 Shares 5,032 Est. Cost $96.32 Unrealized +26.7%
VTI Vanguard Total Stock Market ET 0.0%
Value ($000) $655 Shares 4,666 Est. Cost $108.96 Unrealized
LLY Lilly Eli & Co. 0.0%
Value ($000) $628 Shares 7,365 Est. Cost $56.55 Unrealized +30.3%
PS Business Parks Inc 0.0%
Value ($000) $624 Shares 4,854 Est. Cost $78.90 Unrealized
TTC Toro Co. 0.0%
Value ($000) $614 Shares 10,186 Est. Cost $46.80 Unrealized +28.8%
AZN Astrazeneca PLC - Spons ADR 0.0%
Value ($000) $611 Shares 17,410 Est. Cost $37.61 Unrealized
LW Lamb Weston Holdings, Inc 0.0%
Value ($000) $594 Shares 8,665 Est. Cost $37.31 Unrealized +56.4%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $582 Shares 6,273 Est. Cost $69.75 Unrealized
LNC Lincoln National Corp. 0.0%
Value ($000) $579 Shares 9,304 Est. Cost $24.39 Unrealized +101.1%
Quanta Services, Inc. 0.0%
Value ($000) $568 Shares 17,000 Est. Cost $28.00 Unrealized
HAIN Hain Celestial Group Inc. 0.0%
Value ($000) $568 Shares 19,045 Est. Cost $53.77 Unrealized -46.7%
CMCSA Comcast Corp. Class A 0.0%
Value ($000) $562 Shares 17,121 Est. Cost $26.32 Unrealized +2.0%
BSV Vanguard Short Term Bond ETF 0.0%
Value ($000) $558 Shares 7,139 Est. Cost $80.12 Unrealized
SBUX Starbucks Corp. 0.0%
Value ($000) $551 Shares 11,280 Est. Cost $40.77 Unrealized +17.9%
IGM iShares North American Tech 0.0%
Value ($000) $550 Shares 2,850 Est. Cost $72.62 Unrealized
MCY Mercury General Ins 0.0%
Value ($000) $548 Shares 12,025 Est. Cost $51.10 Unrealized -7.8%
Unilever N V 0.0%
Value ($000) $531 Shares 9,521 Est. Cost $41.05 Unrealized
CME CME Group Inc. 0.0%
Value ($000) $524 Shares 3,197 Est. Cost $73.18 Unrealized +70.5%
MKC McCormick & Co 0.0%
Value ($000) $522 Shares 4,500 Est. Cost $42.68 Unrealized +6.4%
CVS CVS Health Corp. 0.0%
Value ($000) $506 Shares 7,870 Est. Cost $58.40 Unrealized -11.5%
IJR iShares Core S&P Small-Cap ETF 0.0%
Value ($000) $487 Shares 5,830 Est. Cost $74.95 Unrealized
Express Scripts Holding Compan 0.0%
Value ($000) $484 Shares 6,264 Est. Cost $58.13 Unrealized
Duke Realty Corp 0.0%
Value ($000) $483 Shares 16,622 Est. Cost $27.31 Unrealized
EIX Edison International 0.0%
Value ($000) $480 Shares 7,580 Est. Cost $32.49 Unrealized +37.9%
GWW Grainger Inc., W.W. 0.0%
Value ($000) $477 Shares 1,548 Est. Cost $201.89 Unrealized +33.5%
First Trust Low Duration Oppor 0.0%
Value ($000) $477 Shares 9,317 Est. Cost $51.20 Unrealized
CDK Global Inc. 0.0%
Value ($000) $472 Shares 7,255 Est. Cost $40.78 Unrealized
ADNT Adient PLC 0.0%
Value ($000) $471 Shares 9,583 Est. Cost $50.50 Unrealized +11.6%
PII Polaris Industries Inc. 0.0%
Value ($000) $467 Shares 3,821 Est. Cost $86.07 Unrealized +35.9%
Kayne Anderson MLP Inv Com 0.0%
Value ($000) $465 Shares 24,700 Est. Cost $17.29 Unrealized
Broadcom Ltd. Ordinary 0.0%
Value ($000) $461 Shares 1,901 Est. Cost $242.50 Unrealized
ISRG Intuitive Surgical Inc. 0.0%
Value ($000) $455 Shares 951 Est. Cost $104.09 Unrealized +46.5%
ADBE Adobe Systems 0.0%
Value ($000) $446 Shares 1,829 Est. Cost $137.78 Unrealized +71.7%
EA Electronic Arts 0.0%
Value ($000) $441 Shares 3,125 Est. Cost $69.26 Unrealized +82.3%
PAYX Paychex Inc 0.0%
Value ($000) $440 Shares 6,435 Est. Cost $39.36 Unrealized +30.9%
FMBL Farmers and Merchants Bank 0.0%
Value ($000) $432 Shares 53 Est. Cost $3861.81 Unrealized +80.3%
SPGI S&P Global Inc 0.0%
Value ($000) $432 Shares 2,120 Est. Cost $101.82 Unrealized +81.5%
EQR Equity Residential 0.0%
Value ($000) $424 Shares 6,650 Est. Cost $31.50 Unrealized +48.8%
LQD iShares iBoxx $ Inv Grade Corp 0.0%
Value ($000) $418 Shares 3,645 Est. Cost $115.01 Unrealized
BTI British American Tobacco PLC A 0.0%
Value ($000) $416 Shares 8,238 Est. Cost $57.66 Unrealized
PIMCO High Income Fund 0.0%
Value ($000) $406 Shares 48,590 Est. Cost $8.91 Unrealized
VEU Vanguard FTSE All World ex US 0.0%
Value ($000) $403 Shares 7,775 Est. Cost $46.28 Unrealized
D Dominion Resources Inc. 0.0%
Value ($000) $399 Shares 5,854 Est. Cost $44.54 Unrealized +4.1%
Rockwell Collins 0.0%
Value ($000) $396 Shares 2,944 Est. Cost $97.78 Unrealized
Arena Pharmaceuticals 0.0%
Value ($000) $389 Shares 8,915 Est. Cost $43.63 Unrealized
IGSB iShares Barclays 1-3 Year Cred 0.0%
Value ($000) $388 Shares 3,745 Est. Cost $105.28 Unrealized
VNQ Vanguard REIT ETF 0.0%
Value ($000) $385 Shares 4,731 Est. Cost $74.79 Unrealized
CPB Campbell Soup Co. 0.0%
Value ($000) $382 Shares 9,416 Est. Cost $31.28 Unrealized -3.5%
ROK Rockwell Automation, Inc. 0.0%
Value ($000) $381 Shares 2,295 Est. Cost $70.30 Unrealized +114.6%
TG Tredegar Corporation 0.0%
Value ($000) $376 Shares 16,000 Est. Cost $14.18 Unrealized -12.4%
Oaktree Capital Group LLC 0.0%
Value ($000) $374 Shares 9,200 Est. Cost $39.57 Unrealized
PowerShares QQQ Trust Ser 1 0.0%
Value ($000) $372 Shares 2,170 Est. Cost $171.43 Unrealized
AMP Ameriprise Financial, Inc. 0.0%
Value ($000) $367 Shares 2,622 Est. Cost $107.25 Unrealized +14.2%
GPC Genuine Parts Co. 0.0%
Value ($000) $367 Shares 4,000 Est. Cost $72.09 Unrealized +1.4%
KR Kroger Co. 0.0%
Value ($000) $359 Shares 12,602 Est. Cost $20.08 Unrealized +6.4%
TMO Thermo Electron Corp. 0.0%
Value ($000) $356 Shares 1,720 Est. Cost $164.32 Unrealized +26.6%
DJP iPath Dow Jones UBS Commodity 0.0%
Value ($000) $353 Shares 14,500 Est. Cost $24.21 Unrealized
ALL Allstate Corp. 0.0%
Value ($000) $351 Shares 3,844 Est. Cost $46.46 Unrealized +71.3%
TROW T. Rowe Price Group 0.0%
Value ($000) $351 Shares 3,020 Est. Cost $47.69 Unrealized +81.4%
DIA SPDR Dow Jones Industrial Avg 0.0%
Value ($000) $346 Shares 1,425 Est. Cost $147.08 Unrealized
SNY Sanofi-Aventis ADR 0.0%
Value ($000) $342 Shares 8,540 Est. Cost $42.97 Unrealized
XLU Select Sector SPDR Utilities 0.0%
Value ($000) $338 Shares 6,500 Est. Cost $39.04 Unrealized
Raytheon Company 0.0%
Value ($000) $335 Shares 1,733 Est. Cost $130.42 Unrealized
XLV Health Care Select Sector SPDR 0.0%
Value ($000) $334 Shares 4,000 Est. Cost $82.75 Unrealized
DVY iShares DJ Select Dividend Ind 0.0%
Value ($000) $326 Shares 3,333 Est. Cost $91.20 Unrealized
Red Hat Inc. 0.0%
Value ($000) $325 Shares 2,418 Est. Cost $96.78 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $314 Shares 4,141 Est. Cost $75.83 Unrealized
ICLR ICON Public Limited Company 0.0%
Value ($000) $311 Shares 2,349 Est. Cost $88.44 Unrealized +40.9%
Life Storage Inc. 0.0%
Value ($000) $307 Shares 3,150 Est. Cost $88.91 Unrealized
BlockRock Capital Investment C 0.0%
Value ($000) $305 Shares 52,400 Est. Cost $6.03 Unrealized
DTE DTE Energy Company 0.0%
Value ($000) $304 Shares 2,932 Est. Cost $46.85 Unrealized +43.0%
Anadarko Petroleum Corp 0.0%
Value ($000) $300 Shares 4,090 Est. Cost $53.71 Unrealized
OEF iShares Tr S&P 100 0.0%
Value ($000) $290 Shares 2,425 Est. Cost $82.89 Unrealized
SCHA Schwab U.S. Small Cap ETF 0.0%
Value ($000) $289 Shares 3,934 Est. Cost $73.46 Unrealized
AEP American Elec Pwr Inc. 0.0%
Value ($000) $280 Shares 4,046 Est. Cost $53.04 Unrealized -2.9%
VYM Vanguard High Dividend Yield I 0.0%
Value ($000) $279 Shares 3,356 Est. Cost $73.09 Unrealized
PCAR Paccar Inc. 0.0%
Value ($000) $276 Shares 4,450 Est. Cost $21.67 Unrealized +47.3%
Monster Beverage Corp. 0.0%
Value ($000) $275 Shares 4,800 Est. Cost $68.84 Unrealized
AJG Arthur J. Gallagher & Co. 0.0%
Value ($000) $274 Shares 4,197 Est. Cost $43.98 Unrealized +38.7%
MAR Marriott Int'l, Inc. 0.0%
Value ($000) $269 Shares 2,122 Est. Cost $69.39 Unrealized +84.0%
SCHB Schwab U.S. Broad Market ETF 0.0%
Value ($000) $267 Shares 4,050 Est. Cost $64.55 Unrealized
Eversource Energy 0.0%
Value ($000) $267 Shares 4,555 Est. Cost $60.45 Unrealized
Intercontinental Exchange 0.0%
Value ($000) $266 Shares 3,610 Est. Cost $65.85 Unrealized
America Movil S.A. de C.V. Ser 0.0%
Value ($000) $265 Shares 15,900 Est. Cost $20.96 Unrealized
MSA MSA Safety Inc. 0.0%
Value ($000) $264 Shares 2,743 Est. Cost $48.49 Unrealized +86.4%
VCIT Vanguard Int Term Corp Bond ET 0.0%
Value ($000) $264 Shares 3,165 Est. Cost $83.43 Unrealized
BIV Vanguard Int Term Bond ETF 0.0%
Value ($000) $260 Shares 3,217 Est. Cost $83.49 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $259 Shares 1,038 Est. Cost $221.95 Unrealized
Vanguard Russell 1000 0.0%
Value ($000) $257 Shares 2,055 Est. Cost $125.06 Unrealized
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $255 Shares 934 Est. Cost $237.69 Unrealized
ORI Old Republic International Cor 0.0%
Value ($000) $254 Shares 12,781 Est. Cost $9.34 Unrealized +23.7%
SPDR Wells Fargo Preferred Sto 0.0%
Value ($000) $253 Shares 5,821 Est. Cost $45.48 Unrealized
ANSYS, Inc. 0.0%
Value ($000) $253 Shares 1,450 Est. Cost $147.59 Unrealized
Xilinx Inc 0.0%
Value ($000) $252 Shares 3,860 Est. Cost $54.24 Unrealized
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $250 Shares 1,583 Est. Cost $154.63 Unrealized
Starwood Property Trust Inc. R 0.0%
Value ($000) $249 Shares 11,459 Est. Cost $22.52 Unrealized
Blackrock 2001 0.0%
Value ($000) $247 Shares 495 Est. Cost $422.02 Unrealized
GLW Corning Inc. 0.0%
Value ($000) $237 Shares 8,600 Est. Cost $17.37 Unrealized +28.9%
PowerShares S&P 500 Equal Wt P 0.0%
Value ($000) $234 Shares 2,292 Est. Cost $102.09 Unrealized
EFG iShares MSCI EAFE Growth Index 0.0%
Value ($000) $233 Shares 2,951 Est. Cost $69.47 Unrealized
CB Chubb LTD 0.0%
Value ($000) $231 Shares 1,821 Est. Cost $98.31 Unrealized +18.4%
FDX FedEx Corporation 0.0%
Value ($000) $228 Shares 1,002 Est. Cost $189.69 Unrealized +14.1%
Cedar Fair L.P. 0.0%
Value ($000) $224 Shares 3,560 Est. Cost $40.01 Unrealized
IJH iShares Core S&P Mid-Cap ETF 0.0%
Value ($000) $224 Shares 1,152 Est. Cost $173.61 Unrealized
Roche Dividend Right Cert 0.0%
Value ($000) $223 Shares 1,000 Est. Cost $248.00 Unrealized
MA Mastercard Inc-Cl A 0.0%
Value ($000) $221 Shares 1,125 Est. Cost $72.20 Unrealized +149.8%
ALLE Allegion Plc 0.0%
Value ($000) $221 Shares 2,858 Est. Cost $38.52 Unrealized +89.1%
iShares Gold Trust 0.0%
Value ($000) $221 Shares 18,371 Est. Cost $11.13 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $219 Shares 5,138 Est. Cost $21.66 Unrealized +1.4%
Tortoise Energy Infr 0.0%
Value ($000) $217 Shares 8,130 Est. Cost $27.87 Unrealized
SPDR S&P 600 Small Cap ETF 0.0%
Value ($000) $217 Shares 3,000 Est. Cost $72.33 Unrealized
VUG Vanguard Growth ETF 0.0%
Value ($000) $215 Shares 1,433 Est. Cost $121.74 Unrealized
Sprott Physical Gold Trust ETV 0.0%
Value ($000) $214 Shares 21,000 Est. Cost $9.38 Unrealized
COR AmerisourceBergen Corporation 0.0%
Value ($000) $208 Shares 2,441 Est. Cost $67.64 Unrealized +0.4%
GlaxoSmithKline PLC-ADR 0.0%
Value ($000) $208 Shares 5,160 Est. Cost $46.20 Unrealized
Torchmark Corp 0.0%
Value ($000) $207 Shares 2,540 Est. Cost $61.91 Unrealized
RCL Royal Caribbean Cruise 0.0%
Value ($000) $207 Shares 2,000 Est. Cost $97.28 Unrealized +5.6%
IWD iShares Tr Russell 1000 Value 0.0%
Value ($000) $205 Shares 1,685 Est. Cost $121.66 Unrealized
TRV The Travelers Companies, Inc. 0.0%
Value ($000) $203 Shares 1,661 Est. Cost $110.86 Unrealized 0.0%
NFLX Netflix 0.0%
Value ($000) $202 Shares 515 Est. Cost $34.09 Unrealized 0.0%
WisdomTree Investments Inc 0.0%
Value ($000) $196 Shares 21,639 Est. Cost $9.10 Unrealized
Sprott Physical Silver Trust E 0.0%
Value ($000) $176 Shares 30,000 Est. Cost $6.07 Unrealized
Nuveen Preferred Securities In 0.0%
Value ($000) $169 Shares 19,166 Est. Cost $9.24 Unrealized
F Ford Motor Co. 0.0%
Value ($000) $164 Shares 14,840 Est. Cost $7.69 Unrealized +0.6%
Flaherty & Crumrine Preferred 0.0%
Value ($000) $134 Shares 12,500 Est. Cost $11.84 Unrealized
Enbridge Energy Partners LP 0.0%
Value ($000) $132 Shares 12,100 Est. Cost $29.93 Unrealized
Western Asset High Income Oppo 0.0%
Value ($000) $118 Shares 24,395 Est. Cost $5.77 Unrealized
GC International, Inc. 0.0%
Value ($000) $16 Shares 77,500 Est. Cost $0.21 Unrealized
Cathay Intl Hld 0.0%
Value ($000) $2 Shares 19,000 Est. Cost $0.53 Unrealized
Profile technologies - NO No 0.0%
Value ($000) $0 Shares 13,500 Est. Cost Unrealized