BAR HARBOR WEALTH MANAGEMENT Diversified Active

CIK: 0001035463 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 17, 2018

Total Value ($000): $858,994 (100.0% shares, 0.0% debt)

Holdings (310)

XLK SPDR - TECHNOLOGY SECTOR 3.9%
Value ($000) $33,614 Shares 525,618 Est. Cost $31.08 Unrealized
IVV ISHARES CORE S&P 500 ETF 3.6%
Value ($000) $30,766 Shares 114,437 Est. Cost $167.19 Unrealized
CL COLGATE PALMOLIVE CO 3.2%
Value ($000) $27,287 Shares 361,654 Est. Cost $42.89 Unrealized +40.6%
JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $25,483 Shares 182,388 Est. Cost $54.18 Unrealized +104.8%
IBM INTERNATIONAL BUSINESS MACHINE 2.9%
Value ($000) $24,967 Shares 162,735 Est. Cost $117.45 Unrealized -13.1%
DOWDUPONT INCORPORATED 2.7%
Value ($000) $23,001 Shares 322,955 Est. Cost $69.23 Unrealized
XOM EXXON MOBIL CORP 2.6%
Value ($000) $22,274 Shares 266,309 Est. Cost $53.18 Unrealized +7.4%
AGG ISHARES CORE U.S. AGGREGATE BO 2.6%
Value ($000) $22,129 Shares 202,411 Est. Cost $109.55 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 2.4%
Value ($000) $20,359 Shares 265,050 Est. Cost $80.77 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 2.3%
Value ($000) $19,984 Shares 105,299 Est. Cost $115.67 Unrealized
MMM 3M CO 2.2%
Value ($000) $18,514 Shares 78,662 Est. Cost $58.84 Unrealized +146.4%
GENERAL ELECTRIC CO 2.1%
Value ($000) $17,975 Shares 1,030,098 Est. Cost $23.31 Unrealized
XLY SPDR - CONSUMER DISC SECTOR 1.9%
Value ($000) $16,491 Shares 167,101 Est. Cost $54.42 Unrealized
XLV SPDR - HEALTHCARE SECTOR 1.8%
Value ($000) $15,344 Shares 185,585 Est. Cost $47.70 Unrealized
ABBV ABBVIE INC 1.7%
Value ($000) $14,591 Shares 150,876 Est. Cost $24.00 Unrealized +178.6%
CVX CHEVRON CORPORATION 1.7%
Value ($000) $14,428 Shares 115,249 Est. Cost $67.62 Unrealized +23.6%
XLF SPDR - FINANCIAL SECTOR 1.7%
Value ($000) $14,298 Shares 512,293 Est. Cost $18.76 Unrealized
XLI SPDR - INDUSTRIAL SECTOR 1.6%
Value ($000) $13,618 Shares 179,962 Est. Cost $41.87 Unrealized
UPS UNITED PARCEL SERVICE 1.5%
Value ($000) $12,549 Shares 105,325 Est. Cost $62.55 Unrealized +37.9%
AAPL APPLE INC 1.4%
Value ($000) $11,902 Shares 70,326 Est. Cost $26.09 Unrealized +49.8%
CAT CATERPILLAR INC 1.3%
Value ($000) $11,262 Shares 71,471 Est. Cost $65.53 Unrealized +77.5%
XLP SPDR - CONSUMER STAPLES SECTOR 1.3%
Value ($000) $10,964 Shares 192,722 Est. Cost $41.00 Unrealized
PFE PFIZER INC 1.1%
Value ($000) $9,780 Shares 270,028 Est. Cost $15.65 Unrealized +52.1%
SYY SYSCO CORP 1.1%
Value ($000) $9,718 Shares 160,011 Est. Cost $22.93 Unrealized +99.8%
ABT ABBOTT LABS 1.1%
Value ($000) $9,641 Shares 168,926 Est. Cost $33.65 Unrealized +43.0%
XLE SPDR - ENERGY SECTOR 1.1%
Value ($000) $9,167 Shares 126,857 Est. Cost $78.50 Unrealized
MRK MERCK & CO INC 1.0%
Value ($000) $8,213 Shares 145,955 Est. Cost $28.60 Unrealized +50.3%
T AT&T INC 1.0%
Value ($000) $8,168 Shares 210,070 Est. Cost $11.12 Unrealized +37.1%
ADP AUTOMATIC DATA PROCESSING INC 0.9%
Value ($000) $8,146 Shares 69,505 Est. Cost $76.76 Unrealized +25.3%
MSFT MICROSOFT CORP 0.9%
Value ($000) $8,096 Shares 94,647 Est. Cost $26.83 Unrealized +180.5%
LLY LILLY ELI & CO 0.9%
Value ($000) $7,872 Shares 93,204 Est. Cost $42.08 Unrealized +78.9%
WALGREENS BOOTS ALLIANCE INC 0.9%
Value ($000) $7,825 Shares 107,761 Est. Cost $84.53 Unrealized
PEP PEPSICO INC 0.9%
Value ($000) $7,669 Shares 63,959 Est. Cost $51.36 Unrealized +73.3%
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $7,668 Shares 83,452 Est. Cost $53.69 Unrealized +35.3%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $7,662 Shares 71,647 Est. Cost $35.29 Unrealized +130.5%
INTC INTEL CORP 0.9%
Value ($000) $7,517 Shares 162,837 Est. Cost $17.14 Unrealized +113.3%
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $6,012 Shares 113,596 Est. Cost $24.95 Unrealized +28.1%
EMR EMERSON ELECTRIC CO 0.6%
Value ($000) $5,487 Shares 78,735 Est. Cost $39.67 Unrealized +34.3%
EFA ISHARES MSCI EAFE ETF 0.6%
Value ($000) $5,207 Shares 74,049 Est. Cost $59.20 Unrealized
KELLOGG CO 0.6%
Value ($000) $5,114 Shares 75,217 Est. Cost $36.44 Unrealized +22.7%
LQD ISHARES IBOXX INVEST GRADE COR 0.6%
Value ($000) $4,993 Shares 41,071 Est. Cost $119.34 Unrealized
BP BP P.L.C. 0.5%
Value ($000) $4,626 Shares 110,051 Est. Cost $37.39 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $4,569 Shares 99,581 Est. Cost $25.89 Unrealized +37.6%
BRK/B BERKSHIRE HATHAWAY INC 0.5%
Value ($000) $4,473 Shares 22,562 Est. Cost $154.58 Unrealized +22.8%
MCD MCDONALDS CORP 0.5%
Value ($000) $4,425 Shares 25,706 Est. Cost $70.24 Unrealized +97.4%
WFC WELLS FARGO & CO 0.5%
Value ($000) $4,254 Shares 70,115 Est. Cost $26.20 Unrealized +72.1%
EEM ISHARES MSCI EMERGING MKTS IND 0.5%
Value ($000) $4,179 Shares 88,690 Est. Cost $41.97 Unrealized
TXN TEXAS INSTRUMENTS INC 0.5%
Value ($000) $4,122 Shares 39,470 Est. Cost $37.55 Unrealized +106.8%
VWO VANGUARD FTSE EMERGING MARKETS 0.5%
Value ($000) $4,121 Shares 89,771 Est. Cost $40.28 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $4,107 Shares 21,671 Est. Cost $70.14 Unrealized +102.0%
BHB BAR HARBOR BANKSHARES - NON MA 0.5%
Value ($000) $3,995 Shares 147,926 Est. Cost $21.21 Unrealized +2.3%
GOOGL ALPHABET INC CL A 0.4%
Value ($000) $3,747 Shares 3,557 Est. Cost $37.57 Unrealized +36.4%
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $3,650 Shares 95,279 Est. Cost $17.67 Unrealized +58.3%
NKE NIKE INC CL B 0.4%
Value ($000) $3,577 Shares 57,187 Est. Cost $39.79 Unrealized +30.1%
VEA VANGUARD FTSE DEVELOPED MARKET 0.4%
Value ($000) $3,571 Shares 79,596 Est. Cost $40.41 Unrealized
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $3,542 Shares 27,762 Est. Cost $94.37 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.4%
Value ($000) $3,498 Shares 21,315 Est. Cost $111.62 Unrealized +16.7%
TMO THERMO FISHER SCIENTIFIC INC. 0.4%
Value ($000) $3,416 Shares 17,993 Est. Cost $81.20 Unrealized +130.8%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $3,303 Shares 21,147 Est. Cost $13.82 Unrealized +128.1%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $3,203 Shares 26,548 Est. Cost $64.61 Unrealized +35.6%
FXI ISHARES FTSE CHINA 25 INDEX FU 0.4%
Value ($000) $3,172 Shares 68,699 Est. Cost $38.37 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.4%
Value ($000) $3,092 Shares 21,427 Est. Cost $46.57 Unrealized +124.7%
GLAXOSMITHKLINE PLC ADR 0.4%
Value ($000) $3,090 Shares 87,110 Est. Cost $46.91 Unrealized
XLB SPDR - MATERIALS SECTOR 0.3%
Value ($000) $2,994 Shares 49,467 Est. Cost $39.89 Unrealized
BA BOEING CO 0.3%
Value ($000) $2,987 Shares 10,129 Est. Cost $135.00 Unrealized +90.7%
EPP ISHARES MSCI PACIFIC EX - JAPA 0.3%
Value ($000) $2,843 Shares 59,476 Est. Cost $48.40 Unrealized
BDX BECTON DICKINSON 0.3%
Value ($000) $2,780 Shares 12,991 Est. Cost $144.69 Unrealized +28.2%
STT STATE STREET CORP 0.3%
Value ($000) $2,748 Shares 28,155 Est. Cost $52.97 Unrealized +40.5%
BALL BALL CORP 0.3%
Value ($000) $2,737 Shares 72,291 Est. Cost $35.46 Unrealized +4.6%
LOW LOWES COS INC 0.3%
Value ($000) $2,735 Shares 29,432 Est. Cost $30.76 Unrealized +131.6%
IFF INTERNATIONAL FLAVORS & FRAGRA 0.3%
Value ($000) $2,711 Shares 17,767 Est. Cost $95.33 Unrealized +27.8%
XLU SPDR - UTILITIES SECTOR 0.3%
Value ($000) $2,642 Shares 50,146 Est. Cost $39.81 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.3%
Value ($000) $2,559 Shares 15,333 Est. Cost $52.93 Unrealized +147.2%
DHR DANAHER CORP 0.3%
Value ($000) $2,556 Shares 27,538 Est. Cost $25.78 Unrealized +203.5%
EMB ISHARES JP MORGAN EMERGING BON 0.3%
Value ($000) $2,550 Shares 21,967 Est. Cost $114.96 Unrealized
GXC SPDR S&P CHINA ETF 0.3%
Value ($000) $2,528 Shares 23,583 Est. Cost $76.31 Unrealized
ROK ROCKWELL AUTOMATION, INC 0.3%
Value ($000) $2,498 Shares 12,722 Est. Cost $105.58 Unrealized +55.3%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $2,354 Shares 38,411 Est. Cost $26.19 Unrealized +77.4%
V VISA INCORPORATED 0.3%
Value ($000) $2,284 Shares 20,035 Est. Cost $60.03 Unrealized +73.9%
BLACKROCK INC CL A 0.3%
Value ($000) $2,219 Shares 4,320 Est. Cost $267.39 Unrealized
VLO VALERO ENERGY CORP NEW 0.3%
Value ($000) $2,182 Shares 23,744 Est. Cost $39.28 Unrealized +51.9%
XLRE SPDR REAL ESTATE SECTOR ETF 0.3%
Value ($000) $2,157 Shares 65,459 Est. Cost $32.78 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORP 0.2%
Value ($000) $2,147 Shares 24,607 Est. Cost $92.34 Unrealized
MA MASTERCARD INC CL A 0.2%
Value ($000) $2,131 Shares 14,078 Est. Cost $80.82 Unrealized +75.9%
MBB ISHARES BARCLAYS MBS BOND FUND 0.2%
Value ($000) $2,104 Shares 19,736 Est. Cost $107.16 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $2,092 Shares 12,026 Est. Cost $116.63 Unrealized +18.5%
DIS DISNEY WALT CO NEW 0.2%
Value ($000) $2,087 Shares 19,410 Est. Cost $61.07 Unrealized +59.3%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $2,081 Shares 44,019 Est. Cost $29.01 Unrealized +49.9%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $2,045 Shares 14,113 Est. Cost $54.54 Unrealized +109.0%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $2,038 Shares 20,522 Est. Cost $66.31 Unrealized +28.5%
EZA ISHARES MSCI SOUTH AFRICA IDX 0.2%
Value ($000) $2,037 Shares 29,091 Est. Cost $63.93 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.2%
Value ($000) $2,004 Shares 13,065 Est. Cost $59.51 Unrealized +90.5%
DE DEERE & CO 0.2%
Value ($000) $1,919 Shares 12,261 Est. Cost $72.98 Unrealized +69.6%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $1,888 Shares 23,191 Est. Cost $31.90 Unrealized +128.4%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $1,886 Shares 9,451 Est. Cost $87.32 Unrealized +88.2%
D DOMINION ENERGY INC 0.2%
Value ($000) $1,837 Shares 22,665 Est. Cost $32.59 Unrealized +73.1%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $1,829 Shares 9,823 Est. Cost $128.61 Unrealized +20.1%
AMZN AMAZON.COM INC 0.2%
Value ($000) $1,810 Shares 1,548 Est. Cost $42.91 Unrealized +28.2%
TKR TIMKEN CO 0.2%
Value ($000) $1,799 Shares 36,593 Est. Cost $34.98 Unrealized +38.4%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,776 Shares 8,057 Est. Cost $46.00 Unrealized +304.5%
CMCSA COMCAST CORP-CL A 0.2%
Value ($000) $1,769 Shares 44,162 Est. Cost $30.03 Unrealized +2.2%
CSX CSX CORP 0.2%
Value ($000) $1,765 Shares 32,078 Est. Cost $7.25 Unrealized +118.8%
EWG ISHARES MSCI GERMANY INDEX 0.2%
Value ($000) $1,738 Shares 52,630 Est. Cost $25.07 Unrealized
TIP ISHARES BARCLAYS TIPS BOND 0.2%
Value ($000) $1,667 Shares 14,615 Est. Cost $121.26 Unrealized
WMT WAL-MART STORES INC 0.2%
Value ($000) $1,614 Shares 16,346 Est. Cost $18.39 Unrealized +45.8%
AMAT APPLIED MATERIALS INC 0.2%
Value ($000) $1,574 Shares 30,785 Est. Cost $27.74 Unrealized +78.2%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,489 Shares 7,320 Est. Cost $68.66 Unrealized +148.1%
BAX BAXTER INTERNATIONAL INCORPORA 0.2%
Value ($000) $1,488 Shares 23,024 Est. Cost $40.72 Unrealized +37.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,469 Shares 26,764 Est. Cost $38.16 Unrealized +3.9%
IGIB ISHARES BARCLAYS INTRM CREDIT 0.2%
Value ($000) $1,446 Shares 13,247 Est. Cost $110.02 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,424 Shares 19,651 Est. Cost $58.40 Unrealized -3.7%
GIS GENERAL MLS INC 0.2%
Value ($000) $1,394 Shares 23,509 Est. Cost $30.29 Unrealized +33.8%
USB US BANCORP 0.2%
Value ($000) $1,384 Shares 25,836 Est. Cost $27.35 Unrealized +42.7%
EWU ISHARES MSCI UNITED KINGDOM ET 0.2%
Value ($000) $1,377 Shares 38,443 Est. Cost $30.69 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.2%
Value ($000) $1,370 Shares 22,856 Est. Cost $48.87 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.2%
Value ($000) $1,367 Shares 40,005 Est. Cost $31.02 Unrealized
MCK MCKESSON CORPORATION 0.2%
Value ($000) $1,354 Shares 8,681 Est. Cost $109.74 Unrealized +26.6%
NVS NOVARTIS AG ADR 0.2%
Value ($000) $1,343 Shares 15,998 Est. Cost $72.20 Unrealized
CDK GLOBAL HOLDINGS INC 0.2%
Value ($000) $1,336 Shares 18,745 Est. Cost $42.08 Unrealized
CFR CULLEN/FROST BANKERS INC 0.1%
Value ($000) $1,288 Shares 13,605 Est. Cost $46.11 Unrealized +64.3%
CORESITE REALTY CORPORATION 0.1%
Value ($000) $1,227 Shares 10,768 Est. Cost $91.47 Unrealized
BBY BEST BUY INC 0.1%
Value ($000) $1,221 Shares 17,838 Est. Cost $31.77 Unrealized +38.3%
RAYTHEON CO 0.1%
Value ($000) $1,166 Shares 6,207 Est. Cost $69.23 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,165 Shares 3,631 Est. Cost $143.75 Unrealized +76.4%
IVW ISHARES S&P 500 GROWTH INDEX F 0.1%
Value ($000) $1,135 Shares 7,428 Est. Cost $82.51 Unrealized
EWBC EAST WEST BANCORP INCORPORATED 0.1%
Value ($000) $1,131 Shares 18,578 Est. Cost $18.94 Unrealized +158.4%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $1,121 Shares 12,595 Est. Cost $57.16 Unrealized +33.2%
MONSANTO CO 0.1%
Value ($000) $1,095 Shares 9,375 Est. Cost $104.24 Unrealized
SYMANTEC CORP 0.1%
Value ($000) $1,088 Shares 38,791 Est. Cost $23.88 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.1%
Value ($000) $1,085 Shares 19,076 Est. Cost $56.88 Unrealized
GOOG ALPHABET INC CL C 0.1%
Value ($000) $1,083 Shares 1,035 Est. Cost $35.61 Unrealized +41.9%
ALL ALLSTATE CORP 0.1%
Value ($000) $1,078 Shares 10,297 Est. Cost $57.46 Unrealized +42.3%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,073 Shares 15,916 Est. Cost $57.46 Unrealized -10.9%
EWQ ISHARES INC MSCI FRANCE INDEX 0.1%
Value ($000) $1,070 Shares 34,288 Est. Cost $24.08 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,060 Shares 14,807 Est. Cost $53.12 Unrealized +5.2%
AFL AFLAC INC 0.1%
Value ($000) $1,023 Shares 11,655 Est. Cost $28.46 Unrealized +24.0%
BIIB BIOGEN INC. 0.1%
Value ($000) $994 Shares 3,119 Est. Cost $258.02 Unrealized +24.3%
IJK ISHARES S&P MIDCAP 400 GROWTH 0.1%
Value ($000) $992 Shares 4,594 Est. Cost $131.17 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $970 Shares 9,595 Est. Cost $48.98 Unrealized +41.5%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $962 Shares 3,132 Est. Cost $59.99 Unrealized +338.5%
IJT ISHARES S&P SMALLCAP 600/GRO I 0.1%
Value ($000) $954 Shares 5,609 Est. Cost $96.67 Unrealized
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $946 Shares 14,332 Est. Cost $33.89 Unrealized +40.1%
EPS WISDOMTREE US EARNINGS 500 FUN 0.1%
Value ($000) $932 Shares 29,997 Est. Cost $39.35 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE I 0.1%
Value ($000) $928 Shares 5,794 Est. Cost $101.96 Unrealized
CELGENE CORPORATION 0.1%
Value ($000) $904 Shares 8,668 Est. Cost $111.73 Unrealized
EWH ISHARES MSCI HONG KONG INDEX F 0.1%
Value ($000) $883 Shares 34,712 Est. Cost $19.85 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $881 Shares 8,938 Est. Cost $76.75 Unrealized
AVY AVERY DENNISON CORP 0.1%
Value ($000) $865 Shares 7,537 Est. Cost $62.21 Unrealized +50.4%
GLW CORNING INC 0.1%
Value ($000) $860 Shares 26,876 Est. Cost $10.80 Unrealized +133.7%
LAMR LAMAR ADVERTISING CO CLASS A 0.1%
Value ($000) $853 Shares 11,489 Est. Cost $61.17 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $846 Shares 12,418 Est. Cost $22.84 Unrealized +126.0%
CLX CLOROX CO 0.1%
Value ($000) $844 Shares 5,670 Est. Cost $79.13 Unrealized +35.9%
HILLENBRAND INCORPORATED 0.1%
Value ($000) $838 Shares 18,761 Est. Cost $37.67 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $834 Shares 11,536 Est. Cost $30.87 Unrealized +43.5%
QCOM QUALCOMM INC 0.1%
Value ($000) $814 Shares 12,713 Est. Cost $45.62 Unrealized +7.4%
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $804 Shares 3,412 Est. Cost $124.41 Unrealized +60.4%
SO SOUTHERN COMPANY 0.1%
Value ($000) $802 Shares 16,660 Est. Cost $26.24 Unrealized +38.9%
IJS ISHARES S&P SMALL CAP 600/VALU 0.1%
Value ($000) $795 Shares 5,174 Est. Cost $101.14 Unrealized
SDY SPDR S&P DIVIDEND 0.1%
Value ($000) $793 Shares 8,393 Est. Cost $74.54 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $789 Shares 11,045 Est. Cost $19.39 Unrealized +89.0%
EZU ISHARES MSCI EUROZONE ETF 0.1%
Value ($000) $732 Shares 16,878 Est. Cost $38.76 Unrealized
WYNDHAM WORLDWIDE CORP 0.1%
Value ($000) $731 Shares 6,312 Est. Cost $86.67 Unrealized
BROOKLINE BANCORP INC 0.1%
Value ($000) $722 Shares 46,032 Est. Cost $9.15 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $717 Shares 16,307 Est. Cost $21.54 Unrealized +66.2%
POWERSHARES QQQ TRUST 0.1%
Value ($000) $710 Shares 4,558 Est. Cost $105.13 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $709 Shares 11,155 Est. Cost $34.83 Unrealized +40.6%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $683 Shares 2,682 Est. Cost $130.63 Unrealized +57.0%
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $677 Shares 11,503 Est. Cost $34.90 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $675 Shares 5,027 Est. Cost $66.93 Unrealized +50.6%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $665 Shares 11,810 Est. Cost $19.06 Unrealized +144.5%
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $656 Shares 8,443 Est. Cost $55.51 Unrealized -3.8%
DHI D R HORTON INC 0.1%
Value ($000) $655 Shares 12,823 Est. Cost $23.18 Unrealized +83.7%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $652 Shares 3,849 Est. Cost $96.34 Unrealized +57.7%
MARATHON OIL CORP 0.1%
Value ($000) $647 Shares 38,248 Est. Cost $26.43 Unrealized
EWA ISHARES MSCI AUSTRALIA INDEX F 0.1%
Value ($000) $642 Shares 27,711 Est. Cost $26.17 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $637 Shares 10,073 Est. Cost $43.81 Unrealized +29.7%
ITA ISHARES U.S. AEROSPACE & DEFEN 0.1%
Value ($000) $607 Shares 3,224 Est. Cost $188.28 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value ($000) $603 Shares 8,279 Est. Cost $55.94 Unrealized -4.2%
AMT AMERICAN TOWER CORP REIT 0.1%
Value ($000) $597 Shares 4,184 Est. Cost $108.19 Unrealized +7.0%
GPC GENUINE PARTS CO 0.1%
Value ($000) $595 Shares 6,267 Est. Cost $50.06 Unrealized +44.0%
DOV DOVER CORP 0.1%
Value ($000) $593 Shares 5,872 Est. Cost $38.94 Unrealized +75.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $592 Shares 6,862 Est. Cost $43.42 Unrealized +62.9%
LEN LENNAR CORP CL A 0.1%
Value ($000) $586 Shares 9,256 Est. Cost $52.05 Unrealized 0.0%
DUK DUKE ENERGY CORP COM 0.1%
Value ($000) $581 Shares 6,910 Est. Cost $41.38 Unrealized +51.4%
TSM TAIWAN SEMICONDUCTOR MFG CO LT 0.1%
Value ($000) $566 Shares 14,266 Est. Cost $26.85 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $548 Shares 5,191 Est. Cost $49.06 Unrealized +41.8%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $542 Shares 5,638 Est. Cost $56.71 Unrealized +19.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $541 Shares 6,367 Est. Cost $36.35 Unrealized +76.3%
MDT MEDTRONIC PLC 0.1%
Value ($000) $539 Shares 6,679 Est. Cost $58.10 Unrealized +11.8%
TGT TARGET CORP 0.1%
Value ($000) $537 Shares 8,232 Est. Cost $44.81 Unrealized +7.3%
SEE SEALED AIR CORPORATION 0.1%
Value ($000) $524 Shares 10,632 Est. Cost $38.66 Unrealized +2.8%
FFIV F5 NETWORKS INCORPORATED 0.1%
Value ($000) $516 Shares 3,936 Est. Cost $109.90 Unrealized +13.0%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $515 Shares 10,272 Est. Cost $42.72 Unrealized -0.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $509 Shares 1,475 Est. Cost $255.90 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $506 Shares 7,426 Est. Cost $51.82 Unrealized +16.3%
TIME WARNER INC 0.1%
Value ($000) $500 Shares 5,463 Est. Cost $77.15 Unrealized
TPR TAPESTRY INCORPORATED 0.1%
Value ($000) $485 Shares 10,957 Est. Cost $32.95 Unrealized 0.0%
AQUA AMERICA INC 0.1%
Value ($000) $484 Shares 12,346 Est. Cost $29.84 Unrealized
EXPRESS SCRIPTS HLDG 0.1%
Value ($000) $483 Shares 6,465 Est. Cost $77.39 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $482 Shares 4,841 Est. Cost $65.69 Unrealized +20.7%
CW CURTISS WRIGHT CORPORATION 0.1%
Value ($000) $467 Shares 3,831 Est. Cost $113.58 Unrealized 0.0%
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $465 Shares 8,090 Est. Cost $40.16 Unrealized +18.0%
XEL XCEL ENERGY INC 0.1%
Value ($000) $457 Shares 9,499 Est. Cost $19.04 Unrealized +102.6%
TDY TELEDYNE TECHNOLOGIES INCORPOR 0.1%
Value ($000) $454 Shares 2,504 Est. Cost $175.68 Unrealized 0.0%
OGE OGE ENERGY CORP 0.1%
Value ($000) $449 Shares 13,645 Est. Cost $31.12 Unrealized +13.5%
CRL CHARLES RIVER LABORATORIES INT 0.1%
Value ($000) $434 Shares 3,968 Est. Cost $90.90 Unrealized +19.7%
BK BANK OF NEW YORK MELLON CORP C 0.1%
Value ($000) $434 Shares 8,058 Est. Cost $35.53 Unrealized +20.0%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $432 Shares 2,546 Est. Cost $106.54 Unrealized +22.8%
STATOIL ASA 0.1%
Value ($000) $431 Shares 20,125 Est. Cost $24.83 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $430 Shares 2,762 Est. Cost $28.40 Unrealized +23.3%
MAR MARRIOTT INTL INC A 0.1%
Value ($000) $430 Shares 3,166 Est. Cost $70.00 Unrealized +63.9%
FMC FMC CORP 0.0%
Value ($000) $429 Shares 4,528 Est. Cost $31.36 Unrealized +108.3%
HYMB SPDR NUVEEN S&P HI YIELD MUNI 0.0%
Value ($000) $424 Shares 7,624 Est. Cost $55.61 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $423 Shares 6,685 Est. Cost $36.52 Unrealized +30.1%
RGA REINSURANCE GROUP OF AMERICA 0.0%
Value ($000) $423 Shares 2,708 Est. Cost $93.87 Unrealized +61.3%
TD TORONTO DOMINION BANK ONTARIO 0.0%
Value ($000) $405 Shares 6,915 Est. Cost $44.88 Unrealized +27.3%
ELV ANTHEM INC 0.0%
Value ($000) $397 Shares 1,763 Est. Cost $118.58 Unrealized +61.4%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $397 Shares 2,339 Est. Cost $115.76 Unrealized +18.2%
BB & T CORP 0.0%
Value ($000) $387 Shares 7,782 Est. Cost $47.08 Unrealized
TAP MOLSON COORS BREWING COMPANY 0.0%
Value ($000) $383 Shares 4,666 Est. Cost $33.32 Unrealized +95.8%
ZD J2 GLOBAL INCORPORATED 0.0%
Value ($000) $383 Shares 5,103 Est. Cost $67.86 Unrealized -4.0%
FDX FEDEX CORPORATION 0.0%
Value ($000) $371 Shares 1,485 Est. Cost $100.01 Unrealized +99.0%
ANDEAVOR 0.0%
Value ($000) $368 Shares 3,218 Est. Cost $104.20 Unrealized
AWK AMERICAN WATER WORKS COMPANY I 0.0%
Value ($000) $365 Shares 3,999 Est. Cost $62.00 Unrealized +22.1%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $362 Shares 6,249 Est. Cost $27.06 Unrealized +38.9%
HPQ HP INC 0.0%
Value ($000) $356 Shares 16,965 Est. Cost $9.63 Unrealized +68.7%
M MACYS INC 0.0%
Value ($000) $355 Shares 14,077 Est. Cost $51.18 Unrealized -57.1%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $354 Shares 4,027 Est. Cost $27.65 Unrealized +40.7%
META FACEBOOK INCORPORATED CLASS A 0.0%
Value ($000) $354 Shares 2,007 Est. Cost $136.60 Unrealized +28.5%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $354 Shares 1,327 Est. Cost $226.35 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $353 Shares 7,347 Est. Cost $27.61 Unrealized +31.4%
CB CHUBB LIMITED 0.0%
Value ($000) $352 Shares 2,409 Est. Cost $98.72 Unrealized +31.2%
SYK STRYKER CORP 0.0%
Value ($000) $349 Shares 2,256 Est. Cost $102.47 Unrealized +36.2%
APACHE CORP 0.0%
Value ($000) $348 Shares 8,253 Est. Cost $55.78 Unrealized
NTRS NORTHERN TRUST CORPORATION 0.0%
Value ($000) $347 Shares 3,472 Est. Cost $54.60 Unrealized +37.9%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $345 Shares 7,961 Est. Cost $26.66 Unrealized +3.8%
EWL ISHARES MSCI SWITZERLAND CPD I 0.0%
Value ($000) $341 Shares 9,596 Est. Cost $29.28 Unrealized
ECL ECOLAB INC. 0.0%
Value ($000) $325 Shares 2,419 Est. Cost $73.98 Unrealized +64.7%
IRM IRON MOUNTAIN INC REIT 0.0%
Value ($000) $324 Shares 8,582 Est. Cost $21.21 Unrealized +18.8%
NVR NVR INCORPORATED 0.0%
Value ($000) $323 Shares 92 Est. Cost $3254.55 Unrealized 0.0%
PYPL PAYPAL HOLDINGS INCORPORATED 0.0%
Value ($000) $322 Shares 4,386 Est. Cost $49.15 Unrealized +46.8%
DR PEPPER SNAPPLE GROUP INCORP 0.0%
Value ($000) $322 Shares 3,315 Est. Cost $86.06 Unrealized
SUNTRUST BANKS INC 0.0%
Value ($000) $317 Shares 4,906 Est. Cost $41.12 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $315 Shares 1,630 Est. Cost $3.34 Unrealized +46.8%
WY WEYERHAEUSER CO REIT 0.0%
Value ($000) $314 Shares 8,894 Est. Cost $20.26 Unrealized +27.0%
FEDERATED PREMIER MUNI INCOME 0.0%
Value ($000) $312 Shares 22,256 Est. Cost $14.02 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $307 Shares 2,100 Est. Cost $112.36 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $307 Shares 7,178 Est. Cost $21.31 Unrealized +61.8%
TJX TJX COMPANIES INCORPORATED 0.0%
Value ($000) $304 Shares 3,965 Est. Cost $33.70 Unrealized -3.9%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $303 Shares 2,379 Est. Cost $74.12 Unrealized +46.4%
DTE DTE ENERGY CO 0.0%
Value ($000) $301 Shares 2,746 Est. Cost $39.26 Unrealized +84.1%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.0%
Value ($000) $298 Shares 1 Est. Cost $230816.08 Unrealized +23.4%
EWD ISHARES MSCI SWEDEN CAPPED ETF 0.0%
Value ($000) $295 Shares 8,712 Est. Cost $32.39 Unrealized
VTR VENTAS INCORPORATED 0.0%
Value ($000) $293 Shares 4,876 Est. Cost $41.69 Unrealized +6.8%
PACWEST BANCORP 0.0%
Value ($000) $293 Shares 5,819 Est. Cost $53.59 Unrealized
MET METLIFE INC 0.0%
Value ($000) $292 Shares 5,772 Est. Cost $29.94 Unrealized +33.2%
WESTERN ASSET MUNICIPAL PART F 0.0%
Value ($000) $282 Shares 18,505 Est. Cost $15.24 Unrealized
CHE CHEMED CORPORATION 0.0%
Value ($000) $282 Shares 1,158 Est. Cost $221.07 Unrealized 0.0%
MUR MURPHY OIL CORP 0.0%
Value ($000) $280 Shares 9,040 Est. Cost $21.31 Unrealized -2.7%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $265 Shares 2,394 Est. Cost $108.62 Unrealized
PPL PPL CORPORATION 0.0%
Value ($000) $263 Shares 8,495 Est. Cost $16.14 Unrealized +54.1%
VMC VULCAN MATERIALS COMPANY 0.0%
Value ($000) $262 Shares 2,044 Est. Cost $49.35 Unrealized +130.4%
HEALTHCARE RLTY TRUST REIT 0.0%
Value ($000) $257 Shares 8,001 Est. Cost $35.00 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $257 Shares 2,239 Est. Cost $50.47 Unrealized +51.0%
EVR EVERCORE INCORPORATED 0.0%
Value ($000) $256 Shares 2,850 Est. Cost $41.06 Unrealized +70.0%
WESTERN ASSET MANAGED MUNI FD 0.0%
Value ($000) $255 Shares 18,122 Est. Cost $14.07 Unrealized
CC THE CHEMOURS COMPANY 0.0%
Value ($000) $254 Shares 5,072 Est. Cost $22.16 Unrealized +73.2%
AME AMETEK INC NEW 0.0%
Value ($000) $250 Shares 3,451 Est. Cost $49.70 Unrealized +32.7%
CORELOGIC INCORPORATED 0.0%
Value ($000) $249 Shares 5,397 Est. Cost $46.14 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $248 Shares 6,509 Est. Cost $33.21 Unrealized -2.3%
YUM YUM BRANDS INC 0.0%
Value ($000) $244 Shares 2,986 Est. Cost $41.55 Unrealized +64.2%
VCIT VANGUARD INTER TERM CORP BOND 0.0%
Value ($000) $243 Shares 2,779 Est. Cost $87.84 Unrealized
FLO FLOWERS FOODS INCORPORATED 0.0%
Value ($000) $242 Shares 12,510 Est. Cost $11.44 Unrealized +21.6%
OHI OMEGA HEALTHCARE INVESTORS INC 0.0%
Value ($000) $240 Shares 8,719 Est. Cost $32.79 Unrealized
NEUBERGER BERMAN INTER MUNI 0.0%
Value ($000) $238 Shares 16,070 Est. Cost $14.81 Unrealized
GENERAL AMERICAN INVESTORS 0.0%
Value ($000) $238 Shares 6,914 Est. Cost $34.86 Unrealized
NJR NEW JERSEY RES CORP 0.0%
Value ($000) $237 Shares 5,910 Est. Cost $31.88 Unrealized +1.8%
ICF ISHARES COHEN & STEERS REIT ET 0.0%
Value ($000) $236 Shares 2,328 Est. Cost $104.82 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $231 Shares 3,763 Est. Cost $62.28 Unrealized -22.2%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $230 Shares 3,125 Est. Cost $45.20 Unrealized +24.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $230 Shares 1,907 Est. Cost $76.04 Unrealized +39.1%
FISV FISERV INC 0.0%
Value ($000) $228 Shares 1,742 Est. Cost $47.02 Unrealized +37.3%
INVESCO MUN OPPORTUNITY TRUST 0.0%
Value ($000) $228 Shares 18,420 Est. Cost $12.38 Unrealized
MYLAN NV 0.0%
Value ($000) $226 Shares 5,347 Est. Cost $42.27 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $224 Shares 1,466 Est. Cost $128.56 Unrealized 0.0%
VERSUM MATERIALS INC 0.0%
Value ($000) $223 Shares 5,890 Est. Cost $28.09 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $219 Shares 7,208 Est. Cost $21.50 Unrealized 0.0%
PKG PACKAGING CORPORATION OF AMERI 0.0%
Value ($000) $218 Shares 1,810 Est. Cost $87.21 Unrealized +4.2%
THG HANOVER INS GROUP INC 0.0%
Value ($000) $216 Shares 2,001 Est. Cost $80.77 Unrealized 0.0%
LII LENNOX INTERNATIONAL INCORPORA 0.0%
Value ($000) $215 Shares 1,031 Est. Cost $125.11 Unrealized +41.3%
ALLERGAN PLC 0.0%
Value ($000) $213 Shares 1,306 Est. Cost $233.25 Unrealized
EWI ISHARES MSCI ITALY CAPPED ETF 0.0%
Value ($000) $212 Shares 6,982 Est. Cost $31.27 Unrealized
RED HAT INCORPORATED 0.0%
Value ($000) $211 Shares 1,757 Est. Cost $120.09 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $211 Shares 5,348 Est. Cost $14.32 Unrealized +51.2%
IBND SPDR BLOOMBERG BARCLAYS INTL C 0.0%
Value ($000) $210 Shares 5,947 Est. Cost $34.40 Unrealized
TOL TOLL BROTHERS INCORPORATED 0.0%
Value ($000) $210 Shares 4,369 Est. Cost $46.01 Unrealized 0.0%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $209 Shares 7,066 Est. Cost $22.78 Unrealized 0.0%
EWN ISHARES MSCI NETHERLANDS INV M 0.0%
Value ($000) $206 Shares 6,499 Est. Cost $31.27 Unrealized
SMG SCOTTS MIRACLE-GRO CO/THE 0.0%
Value ($000) $203 Shares 1,900 Est. Cost $75.28 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value ($000) $203 Shares 2,565 Est. Cost $54.45 Unrealized +21.7%
NVO NOVO - NORDISK A/S 0.0%
Value ($000) $201 Shares 3,756 Est. Cost $53.51 Unrealized
NUVEEN AMT-FREE QUALITY MUNI I 0.0%
Value ($000) $192 Shares 13,960 Est. Cost $13.75 Unrealized
NUVEEN QUALITY MUNICIPAL INCOM 0.0%
Value ($000) $183 Shares 13,025 Est. Cost $14.05 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $179 Shares 14,295 Est. Cost $8.29 Unrealized -3.3%
HPE HEWLETT PACKARD ENTERPRISE COM 0.0%
Value ($000) $164 Shares 11,422 Est. Cost $6.50 Unrealized +70.0%
MTUS TIMKENSTEEL CORPORATION 0.0%
Value ($000) $154 Shares 10,139 Est. Cost $32.60 Unrealized -53.4%
XMHIX PIONEER MUNICIPAL HIGH INCOME 0.0%
Value ($000) $153 Shares 12,950 Est. Cost $11.81 Unrealized
WESTERN ASSET INTERMEDIATE MUN 0.0%
Value ($000) $141 Shares 15,110 Est. Cost $9.33 Unrealized
AES AES CORP 0.0%
Value ($000) $136 Shares 12,522 Est. Cost $7.45 Unrealized +8.1%
22ND CENTURY GROUP INCORPORATE 0.0%
Value ($000) $100 Shares 35,725 Est. Cost $1.96 Unrealized