BAR HARBOR WEALTH MANAGEMENT Diversified Active

CIK: 0001035463 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Apr 6, 2018

Total Value ($000): $816,196 (100.0% shares, 0.0% debt)

Holdings (304)

XLK SPDR - TECHNOLOGY SECTOR 4.5%
Value ($000) $36,937 Shares 564,614 Est. Cost $33.45 Unrealized
IVV ISHARES CORE S&P 500 ETF 3.6%
Value ($000) $29,123 Shares 109,745 Est. Cost $167.19 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BO 3.0%
Value ($000) $24,474 Shares 228,197 Est. Cost $109.29 Unrealized
JNJ JOHNSON & JOHNSON 2.9%
Value ($000) $23,436 Shares 182,883 Est. Cost $54.18 Unrealized +100.0%
DOWDUPONT INCORPORATED 2.5%
Value ($000) $20,712 Shares 325,105 Est. Cost $69.23 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 2.5%
Value ($000) $20,299 Shares 263,598 Est. Cost $80.77 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 2.4%
Value ($000) $19,715 Shares 105,109 Est. Cost $115.67 Unrealized
XOM EXXON MOBIL CORP 2.4%
Value ($000) $19,330 Shares 259,089 Est. Cost $53.18 Unrealized +4.8%
MMM 3M CO 2.1%
Value ($000) $17,113 Shares 77,955 Est. Cost $58.84 Unrealized +155.2%
XLY SPDR - CONSUMER DISC SECTOR 2.1%
Value ($000) $16,878 Shares 166,634 Est. Cost $54.42 Unrealized
XLV SPDR - HEALTHCARE SECTOR 1.8%
Value ($000) $15,059 Shares 185,006 Est. Cost $47.70 Unrealized
ABBV ABBVIE INC 1.7%
Value ($000) $14,272 Shares 150,785 Est. Cost $24.00 Unrealized +227.1%
AAPL APPLE INC 1.7%
Value ($000) $14,147 Shares 84,321 Est. Cost $28.47 Unrealized +42.0%
XLF SPDR - FINANCIAL SECTOR 1.7%
Value ($000) $14,018 Shares 508,462 Est. Cost $18.76 Unrealized
CL COLGATE PALMOLIVE CO 1.7%
Value ($000) $13,515 Shares 188,536 Est. Cost $42.89 Unrealized +39.3%
CAT CATERPILLAR INC 1.6%
Value ($000) $13,346 Shares 90,554 Est. Cost $79.76 Unrealized +66.8%
XLI SPDR - INDUSTRIAL SECTOR 1.6%
Value ($000) $13,279 Shares 178,734 Est. Cost $41.87 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 1.6%
Value ($000) $13,072 Shares 85,197 Est. Cost $117.45 Unrealized -8.6%
CVX CHEVRON CORPORATION 1.6%
Value ($000) $12,835 Shares 112,547 Est. Cost $67.62 Unrealized +25.7%
GENERAL ELECTRIC CO 1.5%
Value ($000) $12,378 Shares 918,278 Est. Cost $23.31 Unrealized
UPS UNITED PARCEL SERVICE 1.3%
Value ($000) $10,919 Shares 104,322 Est. Cost $62.55 Unrealized +36.6%
XLP SPDR - CONSUMER STAPLES SECTOR 1.2%
Value ($000) $10,058 Shares 191,120 Est. Cost $41.00 Unrealized
ABT ABBOTT LABS 1.2%
Value ($000) $9,971 Shares 166,398 Est. Cost $33.65 Unrealized +56.3%
SYY SYSCO CORP 1.2%
Value ($000) $9,971 Shares 166,302 Est. Cost $23.92 Unrealized +105.9%
PFE PFIZER INC 1.2%
Value ($000) $9,534 Shares 268,646 Est. Cost $15.65 Unrealized +54.9%
MSFT MICROSOFT CORP 1.0%
Value ($000) $8,431 Shares 92,370 Est. Cost $26.83 Unrealized +214.2%
XLE SPDR - ENERGY SECTOR 1.0%
Value ($000) $8,394 Shares 124,523 Est. Cost $78.50 Unrealized
INTC INTEL CORP 1.0%
Value ($000) $8,390 Shares 161,092 Est. Cost $17.14 Unrealized +133.8%
MRK MERCK & CO INC 1.0%
Value ($000) $7,771 Shares 142,665 Est. Cost $28.60 Unrealized +47.7%
ADP AUTOMATIC DATA PROCESSING INC 0.9%
Value ($000) $7,739 Shares 68,193 Est. Cost $76.76 Unrealized +28.5%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $7,717 Shares 70,178 Est. Cost $35.29 Unrealized +159.1%
LLY ELI LILLY & CO 0.9%
Value ($000) $7,158 Shares 92,514 Est. Cost $42.08 Unrealized +70.4%
PEP PEPSICO INC 0.9%
Value ($000) $7,076 Shares 64,831 Est. Cost $51.87 Unrealized +72.1%
WALGREENS BOOTS ALLIANCE INC 0.9%
Value ($000) $6,981 Shares 106,631 Est. Cost $84.53 Unrealized
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $5,535 Shares 69,815 Est. Cost $53.69 Unrealized +26.4%
T AT&T INC 0.7%
Value ($000) $5,455 Shares 152,997 Est. Cost $11.12 Unrealized +42.2%
EMR EMERSON ELECTRIC CO 0.7%
Value ($000) $5,376 Shares 78,711 Est. Cost $39.67 Unrealized +48.7%
EFA ISHARES MSCI EAFE ETF 0.6%
Value ($000) $5,159 Shares 74,038 Est. Cost $59.20 Unrealized
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $5,005 Shares 104,660 Est. Cost $24.95 Unrealized +32.4%
LQD ISHARES IBOXX INVEST GRADE COR 0.6%
Value ($000) $4,968 Shares 42,320 Est. Cost $119.29 Unrealized
BP BP P.L.C. 0.6%
Value ($000) $4,494 Shares 110,854 Est. Cost $37.39 Unrealized
COST COSTCO WHOLESALE CORP 0.5%
Value ($000) $4,471 Shares 23,728 Est. Cost $152.43 Unrealized +11.0%
BRK/B BERKSHIRE HATHAWAY INC 0.5%
Value ($000) $4,391 Shares 22,015 Est. Cost $154.58 Unrealized +32.8%
VWO VANGUARD FTSE EMERGING MARKETS 0.5%
Value ($000) $4,234 Shares 90,125 Est. Cost $40.28 Unrealized
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $4,203 Shares 97,997 Est. Cost $18.11 Unrealized +84.8%
EEM ISHARES MSCI EMERGING MKTS IND 0.5%
Value ($000) $4,171 Shares 86,401 Est. Cost $41.97 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $4,147 Shares 95,488 Est. Cost $25.89 Unrealized +35.4%
TXN TEXAS INSTRUMENTS INC 0.5%
Value ($000) $4,061 Shares 39,087 Est. Cost $37.55 Unrealized +131.3%
WMT WALMART INCORPORATED 0.5%
Value ($000) $4,039 Shares 45,389 Est. Cost $24.76 Unrealized +14.5%
MCD MCDONALDS CORP 0.5%
Value ($000) $4,007 Shares 25,626 Est. Cost $70.24 Unrealized +94.6%
HD HOME DEPOT INC 0.5%
Value ($000) $3,947 Shares 22,143 Est. Cost $71.94 Unrealized +115.1%
BHB BAR HARBOR BANKSHARES - NON MA 0.5%
Value ($000) $3,925 Shares 141,580 Est. Cost $21.21 Unrealized -1.7%
GOOGL ALPHABET INC CL A 0.5%
Value ($000) $3,829 Shares 3,691 Est. Cost $38.21 Unrealized +44.0%
TMO THERMO FISHER SCIENTIFIC INC. 0.4%
Value ($000) $3,639 Shares 17,628 Est. Cost $81.20 Unrealized +153.1%
VEA VANGUARD FTSE DEVELOPED MARKET 0.4%
Value ($000) $3,593 Shares 81,200 Est. Cost $40.49 Unrealized
NKE NIKE INC CL B 0.4%
Value ($000) $3,587 Shares 53,989 Est. Cost $39.79 Unrealized +49.8%
WFC WELLS FARGO & CO 0.4%
Value ($000) $3,411 Shares 65,076 Est. Cost $26.20 Unrealized +82.2%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $3,374 Shares 26,817 Est. Cost $94.37 Unrealized
GLAXOSMITHKLINE PLC ADR 0.4%
Value ($000) $3,346 Shares 85,636 Est. Cost $46.91 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.4%
Value ($000) $3,338 Shares 20,994 Est. Cost $111.62 Unrealized +21.6%
POWERSHARES QQQ TRUST 0.4%
Value ($000) $3,319 Shares 20,725 Est. Cost $148.05 Unrealized
KELLOGG CO 0.4%
Value ($000) $3,318 Shares 51,032 Est. Cost $36.44 Unrealized +29.7%
BA BOEING CO 0.4%
Value ($000) $3,278 Shares 9,996 Est. Cost $135.00 Unrealized +139.2%
FXI ISHARES FTSE CHINA 25 INDEX FU 0.4%
Value ($000) $3,196 Shares 67,651 Est. Cost $38.37 Unrealized
STT STATE STREET CORP 0.4%
Value ($000) $3,179 Shares 31,873 Est. Cost $56.34 Unrealized +45.4%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $3,123 Shares 19,120 Est. Cost $13.82 Unrealized +129.4%
PNC PNC FINANCIAL SERVICES GROUP 0.4%
Value ($000) $3,098 Shares 20,483 Est. Cost $46.57 Unrealized +153.8%
BDX BECTON DICKINSON 0.4%
Value ($000) $2,899 Shares 13,381 Est. Cost $146.14 Unrealized +33.1%
BALL BALL CORP 0.4%
Value ($000) $2,871 Shares 72,291 Est. Cost $35.46 Unrealized +1.0%
XLB SPDR - MATERIALS SECTOR 0.3%
Value ($000) $2,823 Shares 49,577 Est. Cost $39.89 Unrealized
BLACKROCK INCORPORATED 0.3%
Value ($000) $2,796 Shares 5,160 Est. Cost $312.07 Unrealized
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $2,751 Shares 24,974 Est. Cost $64.61 Unrealized +33.4%
GXC SPDR S&P CHINA ETF 0.3%
Value ($000) $2,713 Shares 24,514 Est. Cost $77.61 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $2,635 Shares 41,660 Est. Cost $27.90 Unrealized +72.4%
DHR DANAHER CORP 0.3%
Value ($000) $2,623 Shares 26,785 Est. Cost $25.78 Unrealized +227.0%
EPP ISHARES MSCI PACIFIC EX - JAPA 0.3%
Value ($000) $2,608 Shares 56,133 Est. Cost $48.40 Unrealized
LOW LOWE'S COMPANIES INC 0.3%
Value ($000) $2,564 Shares 29,220 Est. Cost $30.76 Unrealized +166.3%
EMB ISHARES JP MORGAN EMERGING BON 0.3%
Value ($000) $2,501 Shares 22,171 Est. Cost $114.96 Unrealized
VLO VALERO ENERGY CORP 0.3%
Value ($000) $2,447 Shares 26,380 Est. Cost $42.16 Unrealized +61.6%
MA MASTERCARD INC CL A 0.3%
Value ($000) $2,404 Shares 13,728 Est. Cost $80.82 Unrealized +102.5%
XLU SPDR - UTILITIES SECTOR 0.3%
Value ($000) $2,393 Shares 47,357 Est. Cost $39.81 Unrealized
IFF INTERNATIONAL FLAVORS & FRAGRA 0.3%
Value ($000) $2,375 Shares 17,346 Est. Cost $95.33 Unrealized +23.8%
ITW ILLINOIS TOOL WORKS INC 0.3%
Value ($000) $2,354 Shares 15,022 Est. Cost $52.93 Unrealized +158.6%
MBB ISHARES BARCLAYS MBS BOND FUND 0.3%
Value ($000) $2,324 Shares 22,217 Est. Cost $106.87 Unrealized
V VISA INCORPORATED 0.3%
Value ($000) $2,317 Shares 19,369 Est. Cost $60.03 Unrealized +91.2%
AMZN AMAZON.COM INC 0.3%
Value ($000) $2,311 Shares 1,597 Est. Cost $43.79 Unrealized +63.3%
DE DEERE & CO 0.3%
Value ($000) $2,276 Shares 14,658 Est. Cost $84.59 Unrealized +70.2%
ROK ROCKWELL AUTOMATION, INC 0.3%
Value ($000) $2,237 Shares 12,842 Est. Cost $105.58 Unrealized +55.2%
CSX CSX CORP 0.3%
Value ($000) $2,190 Shares 39,318 Est. Cost $9.01 Unrealized +86.5%
HYG ISHARES IBOXX HIGH YIELD CORP 0.3%
Value ($000) $2,105 Shares 24,579 Est. Cost $92.34 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $2,083 Shares 12,220 Est. Cost $117.07 Unrealized +23.4%
XLRE SPDR REAL ESTATE SECTOR ETF 0.2%
Value ($000) $1,981 Shares 63,736 Est. Cost $32.78 Unrealized
ORCL ORACLE CORPORATION 0.2%
Value ($000) $1,942 Shares 42,439 Est. Cost $29.01 Unrealized +52.6%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $1,908 Shares 23,107 Est. Cost $31.90 Unrealized +128.4%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,883 Shares 13,867 Est. Cost $54.54 Unrealized +124.9%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,862 Shares 19,964 Est. Cost $66.31 Unrealized +31.2%
EZA ISHARES MSCI SOUTH AFRICA IDX 0.2%
Value ($000) $1,828 Shares 26,620 Est. Cost $63.93 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.2%
Value ($000) $1,815 Shares 12,555 Est. Cost $59.51 Unrealized +97.4%
EWG ISHARES MSCI GERMANY INDEX 0.2%
Value ($000) $1,724 Shares 53,809 Est. Cost $25.22 Unrealized
TKR TIMKEN CO 0.2%
Value ($000) $1,669 Shares 36,593 Est. Cost $34.98 Unrealized +37.6%
IEMG ISHARES INC CORE MSCI EMKT 0.2%
Value ($000) $1,660 Shares 28,424 Est. Cost $57.38 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,657 Shares 7,744 Est. Cost $46.00 Unrealized +337.2%
ILF ISHARES LATIN AMERICA 40 ETF 0.2%
Value ($000) $1,630 Shares 43,386 Est. Cost $31.53 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $1,614 Shares 16,071 Est. Cost $61.07 Unrealized +65.3%
AMAT APPLIED MATERIALS INC 0.2%
Value ($000) $1,604 Shares 28,841 Est. Cost $27.74 Unrealized +83.4%
TIP ISHARES BARCLAYS TIPS BOND 0.2%
Value ($000) $1,596 Shares 14,115 Est. Cost $121.26 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,565 Shares 7,086 Est. Cost $68.66 Unrealized +165.1%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $1,545 Shares 9,031 Est. Cost $87.32 Unrealized +92.5%
BAX BAXTER INTERNATIONAL INCORPORA 0.2%
Value ($000) $1,501 Shares 23,074 Est. Cost $40.72 Unrealized +44.7%
CFR CULLEN/FROST BANKERS INC 0.2%
Value ($000) $1,422 Shares 13,403 Est. Cost $46.11 Unrealized +79.4%
IGIB ISHARES BARCLAYS INTRM CREDIT 0.2%
Value ($000) $1,416 Shares 13,210 Est. Cost $110.02 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.2%
Value ($000) $1,396 Shares 22,999 Est. Cost $48.87 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,393 Shares 4,123 Est. Cost $159.47 Unrealized +72.7%
CMCSA COMCAST CORP CLASS A 0.2%
Value ($000) $1,390 Shares 40,704 Est. Cost $30.03 Unrealized +5.9%
USB US BANCORP 0.2%
Value ($000) $1,376 Shares 27,250 Est. Cost $28.01 Unrealized +42.5%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,375 Shares 23,202 Est. Cost $38.16 Unrealized +14.6%
BBY BEST BUY INC 0.2%
Value ($000) $1,367 Shares 19,532 Est. Cost $33.67 Unrealized +59.3%
EWU ISHARES MSCI UNITED KINGDOM ET 0.2%
Value ($000) $1,335 Shares 38,391 Est. Cost $30.69 Unrealized
D DOMINION ENERGY INC 0.2%
Value ($000) $1,327 Shares 19,677 Est. Cost $32.59 Unrealized +59.3%
RAYTHEON CO 0.2%
Value ($000) $1,308 Shares 6,057 Est. Cost $69.23 Unrealized
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $1,216 Shares 16,629 Est. Cost $36.63 Unrealized +46.7%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,207 Shares 16,014 Est. Cost $53.56 Unrealized +10.0%
EWBC EAST WEST BANCORP INCORPORATED 0.1%
Value ($000) $1,163 Shares 18,593 Est. Cost $18.94 Unrealized +185.3%
CVS CVS HEALTH CORP 0.1%
Value ($000) $1,146 Shares 18,421 Est. Cost $58.40 Unrealized -4.4%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $1,141 Shares 12,520 Est. Cost $57.16 Unrealized +37.5%
IVW ISHARES S&P 500 GROWTH INDEX F 0.1%
Value ($000) $1,140 Shares 7,353 Est. Cost $82.51 Unrealized
CDK GLOBAL HOLDINGS INC 0.1%
Value ($000) $1,133 Shares 17,895 Est. Cost $42.08 Unrealized
CORESITE REALTY CORPORATION 0.1%
Value ($000) $1,115 Shares 11,122 Est. Cost $91.75 Unrealized
NVS NOVARTIS AG ADR 0.1%
Value ($000) $1,100 Shares 13,604 Est. Cost $72.20 Unrealized
MONSANTO CO 0.1%
Value ($000) $1,091 Shares 9,350 Est. Cost $104.24 Unrealized
EWQ ISHARES INC MSCI FRANCE INDEX 0.1%
Value ($000) $1,057 Shares 33,662 Est. Cost $24.08 Unrealized
GOOG ALPHABET INC CL C 0.1%
Value ($000) $1,040 Shares 1,008 Est. Cost $35.61 Unrealized +53.8%
MCK MCKESSON CORPORATION 0.1%
Value ($000) $1,024 Shares 7,273 Est. Cost $109.74 Unrealized +33.4%
PSX PHILLIPS 66 0.1%
Value ($000) $1,001 Shares 10,436 Est. Cost $50.79 Unrealized +40.7%
AFL AFLAC INC 0.1%
Value ($000) $987 Shares 22,560 Est. Cost $32.48 Unrealized +13.3%
NVDA NVIDIA CORP 0.1%
Value ($000) $987 Shares 4,264 Est. Cost $4.87 Unrealized +19.4%
IJK ISHARES S&P MIDCAP 400 GROWTH 0.1%
Value ($000) $983 Shares 4,503 Est. Cost $131.17 Unrealized
SYMANTEC CORP 0.1%
Value ($000) $980 Shares 37,918 Est. Cost $23.88 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $974 Shares 21,606 Est. Cost $30.29 Unrealized +35.3%
IJT ISHARES S&P SMALLCAP 600/GRO I 0.1%
Value ($000) $970 Shares 5,577 Est. Cost $96.67 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $936 Shares 9,868 Est. Cost $57.46 Unrealized +40.5%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $902 Shares 2,585 Est. Cost $59.99 Unrealized +390.6%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $896 Shares 13,819 Est. Cost $57.46 Unrealized -3.0%
EPS WISDOMTREE US EARNINGS 500 FUN 0.1%
Value ($000) $891 Shares 29,333 Est. Cost $39.35 Unrealized
HILLENBRAND INCORPORATED 0.1%
Value ($000) $889 Shares 19,364 Est. Cost $37.93 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $883 Shares 11,390 Est. Cost $30.87 Unrealized +49.3%
EWH ISHARES MSCI HONG KONG INDEX F 0.1%
Value ($000) $874 Shares 34,541 Est. Cost $19.85 Unrealized
COHERENT INCORPORATED 0.1%
Value ($000) $871 Shares 4,646 Est. Cost $187.47 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE I 0.1%
Value ($000) $866 Shares 5,602 Est. Cost $101.96 Unrealized
BIIB BIOGEN INC. 0.1%
Value ($000) $855 Shares 3,123 Est. Cost $258.02 Unrealized +20.3%
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $850 Shares 8,938 Est. Cost $76.75 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFEN 0.1%
Value ($000) $838 Shares 4,235 Est. Cost $190.57 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $830 Shares 3,641 Est. Cost $194.12 Unrealized 0.0%
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $819 Shares 13,564 Est. Cost $38.77 Unrealized
AVY AVERY DENNISON CORP 0.1%
Value ($000) $802 Shares 7,544 Est. Cost $62.21 Unrealized +61.8%
AWK AMERICAN WATER WORKS COMPANY I 0.1%
Value ($000) $784 Shares 9,542 Est. Cost $66.82 Unrealized +5.2%
UNP UNION PAC CORP 0.1%
Value ($000) $783 Shares 5,825 Est. Cost $73.25 Unrealized +54.4%
IJS ISHARES S&P SMALL CAP 600/VALU 0.1%
Value ($000) $777 Shares 5,150 Est. Cost $101.14 Unrealized
WYNDHAM WORLDWIDE CORP 0.1%
Value ($000) $770 Shares 6,733 Est. Cost $88.40 Unrealized
SDY SPDR S&P DIVIDEND 0.1%
Value ($000) $761 Shares 8,343 Est. Cost $74.54 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG CO LT 0.1%
Value ($000) $746 Shares 17,059 Est. Cost $29.61 Unrealized
BROOKLINE BANCORP INC 0.1%
Value ($000) $745 Shares 46,032 Est. Cost $9.15 Unrealized
GLW CORNING INC 0.1%
Value ($000) $745 Shares 26,717 Est. Cost $10.80 Unrealized +129.8%
EZU ISHARES MSCI EUROZONE ETF 0.1%
Value ($000) $744 Shares 17,165 Est. Cost $38.83 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $737 Shares 11,964 Est. Cost $22.84 Unrealized +129.3%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $735 Shares 3,849 Est. Cost $96.34 Unrealized +78.8%
LAMR LAMAR ADVERTISING CO CLASS A 0.1%
Value ($000) $708 Shares 11,114 Est. Cost $61.17 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $696 Shares 11,394 Est. Cost $35.27 Unrealized +58.2%
TJX TJX COMPANIES INCORPORATED 0.1%
Value ($000) $694 Shares 8,499 Est. Cost $34.65 Unrealized +2.4%
IBB ISHARES NASDAQ BIOTECH ETF 0.1%
Value ($000) $693 Shares 6,490 Est. Cost $106.78 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $681 Shares 10,920 Est. Cost $19.39 Unrealized +88.6%
CTAS CINTAS CORP 0.1%
Value ($000) $677 Shares 3,968 Est. Cost $31.44 Unrealized +22.1%
SO SOUTHERN COMPANY 0.1%
Value ($000) $674 Shares 15,093 Est. Cost $26.24 Unrealized +22.5%
FFIV F5 NETWORKS INCORPORATED 0.1%
Value ($000) $674 Shares 4,661 Est. Cost $115.10 Unrealized +24.5%
AJG ARTHUR J GALLAGHER & CO 0.1%
Value ($000) $670 Shares 9,748 Est. Cost $43.81 Unrealized +37.9%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $658 Shares 2,612 Est. Cost $130.63 Unrealized +67.2%
XYL XYLEM INC 0.1%
Value ($000) $611 Shares 7,940 Est. Cost $52.82 Unrealized +27.4%
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $604 Shares 2,344 Est. Cost $124.41 Unrealized +69.2%
AMT AMERICAN TOWER CORP REIT 0.1%
Value ($000) $602 Shares 4,144 Est. Cost $108.19 Unrealized +6.1%
QCOM QUALCOMM INC 0.1%
Value ($000) $595 Shares 10,735 Est. Cost $45.62 Unrealized +13.8%
EWA ISHARES MSCI AUSTRALIA INDEX F 0.1%
Value ($000) $589 Shares 26,733 Est. Cost $26.17 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $588 Shares 6,996 Est. Cost $44.02 Unrealized +70.1%
CELGENE CORPORATION 0.1%
Value ($000) $585 Shares 6,558 Est. Cost $111.73 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $578 Shares 5,883 Est. Cost $38.94 Unrealized +86.1%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $577 Shares 11,182 Est. Cost $19.06 Unrealized +140.8%
GPC GENUINE PARTS CO 0.1%
Value ($000) $563 Shares 6,267 Est. Cost $50.06 Unrealized +53.5%
DHI D R HORTON INC 0.1%
Value ($000) $549 Shares 12,512 Est. Cost $23.18 Unrealized +84.5%
CW CURTISS WRIGHT CORPORATION 0.1%
Value ($000) $547 Shares 4,047 Est. Cost $114.24 Unrealized +10.2%
TPR TAPESTRY INCORPORATED 0.1%
Value ($000) $547 Shares 10,388 Est. Cost $32.95 Unrealized +20.7%
TGT TARGET CORP 0.1%
Value ($000) $541 Shares 7,780 Est. Cost $44.81 Unrealized +30.5%
LEN LENNAR CORP CL A 0.1%
Value ($000) $539 Shares 9,143 Est. Cost $52.05 Unrealized +6.2%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $533 Shares 5,014 Est. Cost $45.28 Unrealized 0.0%
DUK DUKE ENERGY CORP COM 0.1%
Value ($000) $531 Shares 6,866 Est. Cost $41.38 Unrealized +35.5%
NTRS NORTHERN TRUST CORPORATION 0.1%
Value ($000) $522 Shares 5,064 Est. Cost $63.52 Unrealized +30.6%
TIME WARNER INC 0.1%
Value ($000) $517 Shares 5,470 Est. Cost $77.15 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $516 Shares 5,191 Est. Cost $49.06 Unrealized +40.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $504 Shares 1,475 Est. Cost $255.90 Unrealized
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $501 Shares 8,032 Est. Cost $55.51 Unrealized -11.8%
ANDEAVOR 0.1%
Value ($000) $497 Shares 4,939 Est. Cost $102.95 Unrealized
TDY TELEDYNE TECHNOLOGIES INCORPOR 0.1%
Value ($000) $493 Shares 2,636 Est. Cost $176.34 Unrealized +7.2%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $491 Shares 5,370 Est. Cost $30.69 Unrealized +29.7%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $485 Shares 4,836 Est. Cost $87.50 Unrealized 0.0%
MAS MASCO CORP 0.1%
Value ($000) $477 Shares 11,809 Est. Cost $21.54 Unrealized +76.1%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $476 Shares 5,578 Est. Cost $56.71 Unrealized +34.2%
MARATHON OIL CORP 0.1%
Value ($000) $466 Shares 28,906 Est. Cost $26.43 Unrealized
CRL CHARLES RIVER LABORATORIES INT 0.1%
Value ($000) $465 Shares 4,354 Est. Cost $92.40 Unrealized +16.7%
SPG SIMON PROPERTY GROUP INCORPORA 0.1%
Value ($000) $465 Shares 3,011 Est. Cost $103.84 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $451 Shares 5,787 Est. Cost $36.35 Unrealized +60.8%
OGE OGE ENERGY CORP 0.1%
Value ($000) $447 Shares 13,645 Est. Cost $31.12 Unrealized +1.5%
RGA REINSURANCE GROUP OF AMERICA 0.1%
Value ($000) $443 Shares 2,880 Est. Cost $97.65 Unrealized +60.9%
BB&T CORP 0.1%
Value ($000) $438 Shares 8,422 Est. Cost $47.45 Unrealized
MAR MARRIOTT INTL INC A 0.1%
Value ($000) $433 Shares 3,186 Est. Cost $70.00 Unrealized +87.5%
XEL XCEL ENERGY INC 0.1%
Value ($000) $429 Shares 9,439 Est. Cost $19.04 Unrealized +83.5%
HYMB SPDR NUVEEN S&P HI YIELD MUNI 0.1%
Value ($000) $425 Shares 7,624 Est. Cost $55.61 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $424 Shares 8,234 Est. Cost $35.73 Unrealized +25.2%
META FACEBOOK INCORPORATED CLASS A 0.1%
Value ($000) $424 Shares 2,659 Est. Cost $146.83 Unrealized +21.4%
AQUA AMERICA INC 0.1%
Value ($000) $412 Shares 12,102 Est. Cost $29.84 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $403 Shares 5,016 Est. Cost $58.10 Unrealized +15.9%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $402 Shares 2,623 Est. Cost $107.24 Unrealized +21.4%
M MACYS INC 0.0%
Value ($000) $401 Shares 13,476 Est. Cost $51.18 Unrealized -47.2%
CLX CLOROX CO 0.0%
Value ($000) $399 Shares 2,996 Est. Cost $79.13 Unrealized +34.9%
SMG SCOTTS MIRACLE-GRO CO/THE 0.0%
Value ($000) $395 Shares 4,608 Est. Cost $73.43 Unrealized -1.8%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $395 Shares 7,837 Est. Cost $42.72 Unrealized +4.5%
TD TORONTO DOMINION BANK ONTARIO 0.0%
Value ($000) $393 Shares 6,915 Est. Cost $44.88 Unrealized +30.4%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $392 Shares 6,660 Est. Cost $36.52 Unrealized +22.9%
EVR EVERCORE INCORPORATED 0.0%
Value ($000) $389 Shares 4,462 Est. Cost $54.82 Unrealized +44.4%
EL LAUDER ESTEE COMPANIES CLASS A 0.0%
Value ($000) $368 Shares 2,459 Est. Cost $75.79 Unrealized +65.5%
SBUX STARBUCKS CORPORATION 0.0%
Value ($000) $360 Shares 6,226 Est. Cost $40.16 Unrealized +21.3%
SEE SEALED AIR CORPORATION 0.0%
Value ($000) $360 Shares 8,417 Est. Cost $38.66 Unrealized +1.4%
MU MICRON TECHNOLOGY INCORPORATED 0.0%
Value ($000) $360 Shares 6,898 Est. Cost $46.70 Unrealized 0.0%
FDX FEDEX CORPORATION 0.0%
Value ($000) $354 Shares 1,476 Est. Cost $100.01 Unrealized +120.5%
FMC FMC CORP 0.0%
Value ($000) $347 Shares 4,528 Est. Cost $31.36 Unrealized +93.5%
HPQ HP INC 0.0%
Value ($000) $345 Shares 15,734 Est. Cost $9.63 Unrealized +80.3%
ELV ANTHEM INC 0.0%
Value ($000) $339 Shares 1,544 Est. Cost $118.58 Unrealized +78.6%
PACWEST BANCORP 0.0%
Value ($000) $334 Shares 6,735 Est. Cost $53.05 Unrealized
SUNTRUST BANKS INC 0.0%
Value ($000) $334 Shares 4,906 Est. Cost $41.12 Unrealized
ECL ECOLAB INC. 0.0%
Value ($000) $331 Shares 2,419 Est. Cost $73.98 Unrealized +67.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $331 Shares 3,885 Est. Cost $48.36 Unrealized +46.8%
CB CHUBB LIMITED 0.0%
Value ($000) $326 Shares 2,387 Est. Cost $98.72 Unrealized +27.8%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $324 Shares 9,428 Est. Cost $29.28 Unrealized
RED HAT INCORPORATED 0.0%
Value ($000) $321 Shares 2,147 Est. Cost $125.44 Unrealized
CITRIX SYSTEMS INCORPORATED 0.0%
Value ($000) $315 Shares 3,390 Est. Cost $92.92 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $314 Shares 1,956 Est. Cost $102.47 Unrealized +44.3%
WY WEYERHAEUSER CO REIT 0.0%
Value ($000) $312 Shares 8,894 Est. Cost $20.26 Unrealized +27.9%
CHE CHEMED CORPORATION 0.0%
Value ($000) $301 Shares 1,103 Est. Cost $221.07 Unrealized +16.7%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.0%
Value ($000) $299 Shares 1 Est. Cost $230816.08 Unrealized +33.5%
FEDERATED PREMIER MUNI INCOME 0.0%
Value ($000) $297 Shares 22,256 Est. Cost $14.02 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $286 Shares 6,863 Est. Cost $21.31 Unrealized +68.3%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $286 Shares 9,006 Est. Cost $22.04 Unrealized +9.8%
EWD ISHARES MSCI SWEDEN ETF 0.0%
Value ($000) $285 Shares 8,518 Est. Cost $32.39 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $284 Shares 2,100 Est. Cost $112.36 Unrealized
IRM IRON MOUNTAIN INC REIT 0.0%
Value ($000) $282 Shares 8,582 Est. Cost $21.21 Unrealized +2.6%
ZD J2 GLOBAL INCORPORATED 0.0%
Value ($000) $281 Shares 3,557 Est. Cost $67.86 Unrealized -0.3%
DTE DTE ENERGY CO 0.0%
Value ($000) $278 Shares 2,656 Est. Cost $39.26 Unrealized +71.2%
NVR NVR INCORPORATED 0.0%
Value ($000) $277 Shares 99 Est. Cost $3249.23 Unrealized -2.2%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $276 Shares 5,158 Est. Cost $27.06 Unrealized +44.9%
STATOIL ASA 0.0%
Value ($000) $274 Shares 11,592 Est. Cost $24.83 Unrealized
PLCE CHILDRENS PLACE RETAIL STORES 0.0%
Value ($000) $272 Shares 2,008 Est. Cost $145.38 Unrealized 0.0%
VTR VENTAS INCORPORATED 0.0%
Value ($000) $267 Shares 5,398 Est. Cost $41.27 Unrealized -9.3%
CC THE CHEMOURS COMPANY 0.0%
Value ($000) $267 Shares 5,477 Est. Cost $23.24 Unrealized +58.0%
WESTERN ASSET MUNICIPAL PART F 0.0%
Value ($000) $265 Shares 18,505 Est. Cost $15.24 Unrealized
AME AMETEK INC 0.0%
Value ($000) $262 Shares 3,451 Est. Cost $49.70 Unrealized +44.8%
DR PEPPER SNAPPLE GROUP INCORP 0.0%
Value ($000) $259 Shares 2,189 Est. Cost $86.06 Unrealized
MET METLIFE INC 0.0%
Value ($000) $258 Shares 5,622 Est. Cost $29.94 Unrealized +23.7%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $258 Shares 2,694 Est. Cost $65.69 Unrealized +32.3%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $255 Shares 5,895 Est. Cost $27.61 Unrealized +25.5%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $253 Shares 2,321 Est. Cost $108.62 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $253 Shares 961 Est. Cost $226.35 Unrealized
EXPRESS SCRIPTS HLDG 0.0%
Value ($000) $248 Shares 3,597 Est. Cost $77.39 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC 0.0%
Value ($000) $241 Shares 2,196 Est. Cost $86.94 Unrealized 0.0%
MYLAN NV 0.0%
Value ($000) $241 Shares 5,848 Est. Cost $42.18 Unrealized
FISV FISERV INC 0.0%
Value ($000) $238 Shares 3,333 Est. Cost $58.14 Unrealized +20.9%
VCIT VANGUARD INTER TERM CORP BOND 0.0%
Value ($000) $238 Shares 2,809 Est. Cost $87.81 Unrealized
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $237 Shares 5,910 Est. Cost $31.88 Unrealized -7.0%
THG HANOVER INS GROUP INC 0.0%
Value ($000) $236 Shares 2,001 Est. Cost $80.77 Unrealized +9.5%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $236 Shares 6,807 Est. Cost $26.66 Unrealized -1.8%
WESTERN ASSET MANAGED MUNI FD 0.0%
Value ($000) $236 Shares 18,122 Est. Cost $14.07 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $232 Shares 2,239 Est. Cost $50.47 Unrealized +52.8%
PPL PPL CORPORATION 0.0%
Value ($000) $231 Shares 8,178 Est. Cost $16.14 Unrealized +29.4%
GENERAL AMERICAN INVESTORS 0.0%
Value ($000) $231 Shares 6,914 Est. Cost $34.86 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $230 Shares 2,105 Est. Cost $79.12 Unrealized +37.6%
RJF RAYMOND JAMES FINANCIAL INCORP 0.0%
Value ($000) $228 Shares 2,551 Est. Cost $55.10 Unrealized 0.0%
ICF ISHARES COHEN & STEERS REIT ET 0.0%
Value ($000) $225 Shares 2,417 Est. Cost $104.39 Unrealized
HEALTHCARE RLTY TRUST REIT 0.0%
Value ($000) $222 Shares 8,001 Est. Cost $35.00 Unrealized
NEUBERGER BERMAN INTER MUNI 0.0%
Value ($000) $221 Shares 16,070 Est. Cost $14.81 Unrealized
EWI ISHARES MSCI ITALY ETF 0.0%
Value ($000) $221 Shares 6,877 Est. Cost $31.27 Unrealized
VERSUM MATERIALS INC 0.0%
Value ($000) $217 Shares 5,778 Est. Cost $28.09 Unrealized
INVESCO MUN OPPORTUNITY TRUST 0.0%
Value ($000) $216 Shares 18,420 Est. Cost $12.38 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $215 Shares 3,125 Est. Cost $45.20 Unrealized +12.8%
IBND SPDR BLOOMBERG BARCLAYS INTL C 0.0%
Value ($000) $214 Shares 5,937 Est. Cost $34.40 Unrealized
APACHE CORP 0.0%
Value ($000) $211 Shares 5,481 Est. Cost $55.78 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $208 Shares 6,917 Est. Cost $22.78 Unrealized +14.4%
LII LENNOX INTERNATIONAL INCORPORA 0.0%
Value ($000) $206 Shares 1,006 Est. Cost $125.11 Unrealized +51.1%
EWN ISHARES MSCI NETHERLANDS INV M 0.0%
Value ($000) $203 Shares 6,366 Est. Cost $31.27 Unrealized
CORELOGIC INCORPORATED 0.0%
Value ($000) $202 Shares 4,468 Est. Cost $46.14 Unrealized
VMC VULCAN MATERIALS COMPANY 0.0%
Value ($000) $202 Shares 1,774 Est. Cost $49.35 Unrealized +138.1%
HPE HEWLETT PACKARD ENTERPRISE COM 0.0%
Value ($000) $200 Shares 11,422 Est. Cost $6.50 Unrealized +104.3%
NUVEEN AMT-FREE QUALITY MUNI I 0.0%
Value ($000) $181 Shares 13,960 Est. Cost $13.75 Unrealized
NUVEEN QUALITY MUNICIPAL INCOM 0.0%
Value ($000) $171 Shares 13,025 Est. Cost $14.05 Unrealized
MTUS TIMKENSTEEL CORPORATION 0.0%
Value ($000) $154 Shares 10,139 Est. Cost $32.60 Unrealized -48.5%
XMHIX PIONEER MUNICIPAL HIGH INCOME 0.0%
Value ($000) $146 Shares 12,950 Est. Cost $11.81 Unrealized
AES AES CORP 0.0%
Value ($000) $140 Shares 12,312 Est. Cost $7.45 Unrealized +9.8%
WESTERN ASSET INTERMEDIATE MUN 0.0%
Value ($000) $131 Shares 15,110 Est. Cost $9.33 Unrealized
22ND CENTURY GROUP INCORPORATE 0.0%
Value ($000) $126 Shares 53,725 Est. Cost $2.09 Unrealized