BAR HARBOR WEALTH MANAGEMENT Diversified Active

CIK: 0001035463 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 10, 2018

Total Value ($000): $829,527 (100.0% shares, 0.0% debt)

Holdings (314)

XLK SPDR - TECHNOLOGY SECTOR 4.7%
Value ($000) $39,231 Shares 564,730 Est. Cost $33.45 Unrealized
IVV ISHARES CORE S&P 500 ETF 3.7%
Value ($000) $30,472 Shares 111,597 Est. Cost $168.95 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BO 3.1%
Value ($000) $26,061 Shares 245,119 Est. Cost $109.09 Unrealized
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $22,307 Shares 183,841 Est. Cost $54.18 Unrealized +85.9%
IJR ISHARES CORE S&P SMALL-CAP ETF 2.6%
Value ($000) $21,894 Shares 262,331 Est. Cost $80.77 Unrealized
DOWDUPONT INCORPORATED 2.6%
Value ($000) $21,461 Shares 325,555 Est. Cost $69.23 Unrealized
XOM EXXON MOBIL CORP 2.5%
Value ($000) $20,459 Shares 247,298 Est. Cost $53.18 Unrealized +5.6%
IJH ISHARES CORE S&P MID-CAP ETF 2.5%
Value ($000) $20,417 Shares 104,818 Est. Cost $115.67 Unrealized
XLY SPDR - CONSUMER DISC SECTOR 2.2%
Value ($000) $18,148 Shares 166,042 Est. Cost $54.42 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $15,746 Shares 85,062 Est. Cost $28.47 Unrealized +50.2%
XLV SPDR - HEALTHCARE SECTOR 1.9%
Value ($000) $15,412 Shares 184,669 Est. Cost $47.70 Unrealized
MMM 3M CO 1.8%
Value ($000) $15,175 Shares 77,142 Est. Cost $58.84 Unrealized +121.2%
CVX CHEVRON CORPORATION 1.7%
Value ($000) $14,056 Shares 111,173 Est. Cost $67.62 Unrealized +31.8%
ABBV ABBVIE INC 1.7%
Value ($000) $13,906 Shares 150,090 Est. Cost $24.00 Unrealized +193.7%
XLF SPDR - FINANCIAL SECTOR 1.6%
Value ($000) $13,507 Shares 507,992 Est. Cost $18.76 Unrealized
XLI SPDR - INDUSTRIAL SECTOR 1.5%
Value ($000) $12,827 Shares 179,072 Est. Cost $41.87 Unrealized
CAT CATERPILLAR INC 1.5%
Value ($000) $12,185 Shares 89,810 Est. Cost $79.76 Unrealized +58.6%
CL COLGATE PALMOLIVE CO 1.5%
Value ($000) $12,074 Shares 186,297 Est. Cost $42.89 Unrealized +27.3%
GENERAL ELECTRIC CO 1.4%
Value ($000) $11,912 Shares 875,238 Est. Cost $23.31 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 1.4%
Value ($000) $11,636 Shares 83,296 Est. Cost $117.45 Unrealized -14.9%
SYY SYSCO CORP 1.4%
Value ($000) $11,630 Shares 170,307 Est. Cost $24.59 Unrealized +112.6%
UPS UNITED PARCEL SERVICE 1.3%
Value ($000) $11,113 Shares 104,614 Est. Cost $62.55 Unrealized +33.9%
ABT ABBOTT LABS 1.2%
Value ($000) $10,005 Shares 164,048 Est. Cost $33.65 Unrealized +58.0%
XLP SPDR - CONSUMER STAPLES SECTOR 1.2%
Value ($000) $9,677 Shares 187,806 Est. Cost $41.00 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $9,600 Shares 97,358 Est. Cost $30.05 Unrealized +198.7%
PFE PFIZER INC 1.2%
Value ($000) $9,545 Shares 263,093 Est. Cost $15.65 Unrealized +55.3%
XLE SPDR - ENERGY SECTOR 1.1%
Value ($000) $9,373 Shares 123,417 Est. Cost $78.50 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 1.1%
Value ($000) $8,895 Shares 66,312 Est. Cost $76.76 Unrealized +40.4%
MRK MERCK & CO INC 1.1%
Value ($000) $8,848 Shares 145,759 Est. Cost $28.94 Unrealized +53.8%
INTC INTEL CORP 1.0%
Value ($000) $8,445 Shares 169,887 Est. Cost $18.58 Unrealized +142.4%
LLY ELI LILLY & CO 0.9%
Value ($000) $7,868 Shares 92,206 Est. Cost $42.08 Unrealized +75.1%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $7,472 Shares 71,713 Est. Cost $36.44 Unrealized +144.3%
PEP PEPSICO INC 0.8%
Value ($000) $6,890 Shares 63,286 Est. Cost $51.87 Unrealized +57.6%
WALGREENS BOOTS ALLIANCE INC 0.8%
Value ($000) $6,454 Shares 107,547 Est. Cost $84.53 Unrealized
LQD ISHARES IBOXX INVEST GRADE COR 0.7%
Value ($000) $5,661 Shares 49,411 Est. Cost $118.61 Unrealized
EMR EMERSON ELECTRIC CO 0.6%
Value ($000) $5,251 Shares 75,943 Est. Cost $39.67 Unrealized +47.8%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $5,230 Shares 66,999 Est. Cost $53.69 Unrealized +15.1%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $5,182 Shares 103,003 Est. Cost $24.95 Unrealized +29.1%
COST COSTCO WHOLESALE CORP 0.6%
Value ($000) $5,073 Shares 24,275 Est. Cost $153.00 Unrealized +16.2%
BP BP P.L.C. 0.6%
Value ($000) $5,035 Shares 110,277 Est. Cost $37.39 Unrealized
T AT&T INC 0.6%
Value ($000) $5,015 Shares 156,182 Est. Cost $11.19 Unrealized +29.8%
EFA ISHARES MSCI EAFE ETF 0.6%
Value ($000) $4,830 Shares 72,110 Est. Cost $59.20 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $4,465 Shares 22,890 Est. Cost $74.66 Unrealized +107.6%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $4,226 Shares 98,228 Est. Cost $18.11 Unrealized +91.9%
GOOGL ALPHABET INC CL A 0.5%
Value ($000) $4,210 Shares 3,728 Est. Cost $38.36 Unrealized +40.7%
KO COCA COLA CO 0.5%
Value ($000) $4,181 Shares 95,318 Est. Cost $25.89 Unrealized +31.4%
NKE NIKE INC CL B 0.5%
Value ($000) $4,159 Shares 52,202 Est. Cost $39.79 Unrealized +60.4%
TXN TEXAS INSTRUMENTS INC 0.5%
Value ($000) $4,134 Shares 37,489 Est. Cost $37.55 Unrealized +132.5%
BRK/B BERKSHIRE HATHAWAY INC 0.5%
Value ($000) $4,121 Shares 22,077 Est. Cost $154.58 Unrealized +26.1%
BHB BAR HARBOR BANKSHARES - NON MA 0.5%
Value ($000) $4,078 Shares 134,621 Est. Cost $21.21 Unrealized +4.5%
MCD MCDONALDS CORP 0.5%
Value ($000) $4,029 Shares 25,713 Est. Cost $70.24 Unrealized +93.0%
VWO VANGUARD FTSE EMERGING MARKETS 0.5%
Value ($000) $3,973 Shares 94,138 Est. Cost $40.36 Unrealized
WMT WALMART INCORPORATED 0.5%
Value ($000) $3,831 Shares 44,731 Est. Cost $24.76 Unrealized +2.0%
EEM ISHARES MSCI EMERGING MKTS IND 0.4%
Value ($000) $3,692 Shares 85,212 Est. Cost $41.97 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 0.4%
Value ($000) $3,678 Shares 85,727 Est. Cost $40.62 Unrealized
TMO THERMO FISHER SCIENTIFIC INC. 0.4%
Value ($000) $3,665 Shares 17,693 Est. Cost $81.20 Unrealized +156.2%
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.4%
Value ($000) $3,568 Shares 20,785 Est. Cost $171.66 Unrealized
KELLOGG CO 0.4%
Value ($000) $3,565 Shares 51,032 Est. Cost $36.44 Unrealized +23.4%
GLAXOSMITHKLINE PLC ADR 0.4%
Value ($000) $3,458 Shares 85,785 Est. Cost $46.91 Unrealized
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $3,359 Shares 26,868 Est. Cost $94.37 Unrealized
WFC WELLS FARGO & CO 0.4%
Value ($000) $3,288 Shares 59,301 Est. Cost $26.20 Unrealized +65.5%
BDX BECTON DICKINSON 0.4%
Value ($000) $3,205 Shares 13,380 Est. Cost $146.14 Unrealized +35.8%
APD AIR PRODUCTS & CHEMICALS INC 0.4%
Value ($000) $3,123 Shares 20,058 Est. Cost $111.62 Unrealized +21.5%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $3,066 Shares 27,661 Est. Cost $44.03 Unrealized +87.5%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $2,999 Shares 17,953 Est. Cost $13.82 Unrealized +141.7%
PNC PNC FINANCIAL SERVICES GROUP 0.4%
Value ($000) $2,979 Shares 22,046 Est. Cost $51.18 Unrealized +118.0%
BA BOEING CO 0.4%
Value ($000) $2,968 Shares 8,846 Est. Cost $135.00 Unrealized +144.7%
STT STATE STREET CORP 0.4%
Value ($000) $2,966 Shares 31,859 Est. Cost $56.34 Unrealized +38.2%
AMZN AMAZON.COM INC 0.4%
Value ($000) $2,934 Shares 1,726 Est. Cost $46.45 Unrealized +70.9%
FXI ISHARES FTSE CHINA 25 INDEX FU 0.3%
Value ($000) $2,871 Shares 66,820 Est. Cost $38.37 Unrealized
XLB SPDR - MATERIALS SECTOR 0.3%
Value ($000) $2,851 Shares 49,092 Est. Cost $39.89 Unrealized
GXC SPDR S&P CHINA ETF 0.3%
Value ($000) $2,699 Shares 25,760 Est. Cost $78.92 Unrealized
MA MASTERCARD INC CL A 0.3%
Value ($000) $2,688 Shares 13,682 Est. Cost $80.82 Unrealized +123.1%
LOW LOWE'S COMPANIES INC 0.3%
Value ($000) $2,685 Shares 28,101 Est. Cost $30.76 Unrealized +155.8%
DHR DANAHER CORP 0.3%
Value ($000) $2,652 Shares 26,868 Est. Cost $25.78 Unrealized +233.5%
BLACKROCK INCORPORATED 0.3%
Value ($000) $2,640 Shares 5,291 Est. Cost $316.69 Unrealized
V VISA INCORPORATED 0.3%
Value ($000) $2,631 Shares 19,868 Est. Cost $61.59 Unrealized +98.2%
BALL BALL CORP 0.3%
Value ($000) $2,570 Shares 72,291 Est. Cost $35.46 Unrealized -0.7%
EPP ISHARES MSCI PACIFIC EX - JAPA 0.3%
Value ($000) $2,492 Shares 54,160 Est. Cost $48.40 Unrealized
MBB ISHARES BARCLAYS MBS BOND FUND 0.3%
Value ($000) $2,486 Shares 23,865 Est. Cost $106.69 Unrealized
XLU SPDR - UTILITIES SECTOR 0.3%
Value ($000) $2,463 Shares 47,396 Est. Cost $39.81 Unrealized
EMB ISHARES JP MORGAN EMERGING BON 0.3%
Value ($000) $2,398 Shares 22,458 Est. Cost $114.86 Unrealized
CSX CSX CORP 0.3%
Value ($000) $2,367 Shares 37,118 Est. Cost $9.01 Unrealized +106.3%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $2,357 Shares 22,370 Est. Cost $64.61 Unrealized +22.9%
AMGN AMGEN INC 0.3%
Value ($000) $2,332 Shares 12,634 Est. Cost $117.83 Unrealized +19.0%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $2,182 Shares 39,418 Est. Cost $27.90 Unrealized +45.6%
ROK ROCKWELL AUTOMATION, INC 0.3%
Value ($000) $2,091 Shares 12,581 Est. Cost $105.58 Unrealized +42.9%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $2,085 Shares 13,815 Est. Cost $54.54 Unrealized +129.7%
HYG ISHARES IBOXX HIGH YIELD CORP 0.2%
Value ($000) $2,070 Shares 24,326 Est. Cost $92.34 Unrealized
XLRE SPDR REAL ESTATE SECTOR ETF 0.2%
Value ($000) $2,056 Shares 62,860 Est. Cost $32.78 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $2,033 Shares 14,676 Est. Cost $52.93 Unrealized +131.7%
DE DEERE & CO 0.2%
Value ($000) $1,981 Shares 14,173 Est. Cost $84.59 Unrealized +55.3%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $1,894 Shares 23,102 Est. Cost $31.90 Unrealized +126.3%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,888 Shares 7,694 Est. Cost $46.00 Unrealized +361.1%
HON HONEYWELL INTERNATIONAL INC 0.2%
Value ($000) $1,878 Shares 13,039 Est. Cost $61.52 Unrealized +84.6%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $1,840 Shares 41,774 Est. Cost $29.01 Unrealized +41.9%
BAX BAXTER INTERNATIONAL INCORPORA 0.2%
Value ($000) $1,706 Shares 23,099 Est. Cost $40.72 Unrealized +51.1%
IFF INTERNATIONAL FLAVORS & FRAGRA 0.2%
Value ($000) $1,669 Shares 13,459 Est. Cost $95.33 Unrealized +12.3%
TKR TIMKEN CO 0.2%
Value ($000) $1,594 Shares 36,593 Est. Cost $34.98 Unrealized +33.3%
IEMG ISHARES INC CORE MSCI EMKT 0.2%
Value ($000) $1,593 Shares 30,336 Est. Cost $57.07 Unrealized
EWG ISHARES MSCI GERMANY INDEX 0.2%
Value ($000) $1,590 Shares 53,034 Est. Cost $25.22 Unrealized
TIP ISHARES BARCLAYS TIPS BOND ETF 0.2%
Value ($000) $1,585 Shares 14,044 Est. Cost $121.26 Unrealized
BBY BEST BUY INC 0.2%
Value ($000) $1,548 Shares 20,757 Est. Cost $34.96 Unrealized +58.8%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,541 Shares 15,727 Est. Cost $66.31 Unrealized +33.6%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,523 Shares 21,881 Est. Cost $38.16 Unrealized +35.7%
EZA ISHARES MSCI SOUTH AFRICA IDX 0.2%
Value ($000) $1,506 Shares 26,159 Est. Cost $63.93 Unrealized
RAYTHEON CO 0.2%
Value ($000) $1,500 Shares 7,764 Est. Cost $96.49 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $1,484 Shares 14,166 Est. Cost $61.07 Unrealized +59.1%
IGIB ISHARES BARCLAYS INTRM CREDIT 0.2%
Value ($000) $1,466 Shares 13,797 Est. Cost $109.86 Unrealized
CFR CULLEN/FROST BANKERS INC 0.2%
Value ($000) $1,403 Shares 12,964 Est. Cost $46.11 Unrealized +94.8%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,396 Shares 4,727 Est. Cost $172.63 Unrealized +52.1%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $1,378 Shares 8,846 Est. Cost $87.32 Unrealized +74.0%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,362 Shares 7,309 Est. Cost $71.81 Unrealized +139.6%
CORESITE REALTY CORPORATION 0.2%
Value ($000) $1,361 Shares 12,282 Est. Cost $93.55 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.2%
Value ($000) $1,345 Shares 45,473 Est. Cost $31.44 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value ($000) $1,338 Shares 13,942 Est. Cost $59.68 Unrealized +37.3%
EWJ ISHARES MSCI JAPAN ETF 0.2%
Value ($000) $1,337 Shares 23,093 Est. Cost $48.87 Unrealized
EWU ISHARES MSCI UNITED KINGDOM ET 0.2%
Value ($000) $1,334 Shares 38,337 Est. Cost $30.69 Unrealized
AMAT APPLIED MATERIALS INC 0.2%
Value ($000) $1,314 Shares 28,450 Est. Cost $27.74 Unrealized +70.3%
D DOMINION ENERGY INC 0.2%
Value ($000) $1,312 Shares 19,247 Est. Cost $32.59 Unrealized +42.2%
USB US BANCORP 0.2%
Value ($000) $1,309 Shares 26,167 Est. Cost $28.01 Unrealized +33.0%
CMCSA COMCAST CORP CLASS A 0.2%
Value ($000) $1,245 Shares 37,955 Est. Cost $30.03 Unrealized -10.6%
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $1,223 Shares 17,436 Est. Cost $37.71 Unrealized +59.2%
EWBC EAST WEST BANCORP INCORPORATED 0.1%
Value ($000) $1,212 Shares 18,593 Est. Cost $18.94 Unrealized +195.1%
CVS CVS HEALTH CORP 0.1%
Value ($000) $1,210 Shares 18,802 Est. Cost $58.26 Unrealized -11.3%
IVW ISHARES S&P 500 GROWTH INDEX F 0.1%
Value ($000) $1,181 Shares 7,265 Est. Cost $82.51 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $1,177 Shares 10,476 Est. Cost $50.79 Unrealized +63.7%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $1,125 Shares 1,008 Est. Cost $35.61 Unrealized +50.6%
CDK GLOBAL HOLDINGS INC 0.1%
Value ($000) $1,120 Shares 17,219 Est. Cost $42.08 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $1,059 Shares 4,471 Est. Cost $4.92 Unrealized +22.2%
IJT ISHARES S&P SMALLCAP 600/GRO I 0.1%
Value ($000) $1,046 Shares 5,534 Est. Cost $96.67 Unrealized
COHERENT INCORPORATED 0.1%
Value ($000) $1,032 Shares 6,595 Est. Cost $178.31 Unrealized
EWQ ISHARES INC MSCI FRANCE INDEX 0.1%
Value ($000) $1,031 Shares 33,767 Est. Cost $24.08 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 0.1%
Value ($000) $1,022 Shares 4,549 Est. Cost $132.12 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,009 Shares 14,235 Est. Cost $53.56 Unrealized -1.6%
FFIV F5 NETWORKS INCORPORATED 0.1%
Value ($000) $972 Shares 5,638 Est. Cost $124.05 Unrealized +34.4%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $965 Shares 4,409 Est. Cost $195.09 Unrealized +2.3%
AFL AFLAC INC 0.1%
Value ($000) $953 Shares 22,160 Est. Cost $32.48 Unrealized +15.6%
MCK MCKESSON CORPORATION 0.1%
Value ($000) $942 Shares 7,058 Est. Cost $109.74 Unrealized +25.5%
HILLENBRAND INCORPORATED 0.1%
Value ($000) $925 Shares 19,631 Est. Cost $38.05 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $922 Shares 13,754 Est. Cost $57.46 Unrealized -4.1%
NVS NOVARTIS AG ADR 0.1%
Value ($000) $916 Shares 12,126 Est. Cost $72.20 Unrealized
BIIB BIOGEN INC. 0.1%
Value ($000) $907 Shares 3,126 Est. Cost $258.02 Unrealized +9.0%
IJJ ISHARES S&P MIDCAP 400 VALUE I 0.1%
Value ($000) $907 Shares 5,596 Est. Cost $101.96 Unrealized
EPS WISDOMTREE US EARNINGS 500 FUN 0.1%
Value ($000) $898 Shares 29,283 Est. Cost $39.35 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $896 Shares 20,243 Est. Cost $30.29 Unrealized +10.4%
UNP UNION PAC CORP 0.1%
Value ($000) $882 Shares 6,225 Est. Cost $76.11 Unrealized +54.7%
TJX TJX COMPANIES INCORPORATED 0.1%
Value ($000) $864 Shares 9,085 Est. Cost $34.97 Unrealized +13.1%
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $856 Shares 8,753 Est. Cost $76.75 Unrealized
BROOKLINE BANCORP INC 0.1%
Value ($000) $856 Shares 46,032 Est. Cost $9.15 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFEN 0.1%
Value ($000) $848 Shares 4,406 Est. Cost $190.64 Unrealized
IJS ISHARES S&P SMALL CAP 600/VALU 0.1%
Value ($000) $841 Shares 5,148 Est. Cost $101.14 Unrealized
EWH ISHARES MSCI HONG KONG INDEX F 0.1%
Value ($000) $837 Shares 34,571 Est. Cost $19.85 Unrealized
SPG SIMON PROPERTY GROUP INCORPORA 0.1%
Value ($000) $834 Shares 4,898 Est. Cost $104.37 Unrealized +0.8%
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $828 Shares 13,564 Est. Cost $38.77 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $822 Shares 10,664 Est. Cost $30.87 Unrealized +50.0%
AMT AMERICAN TOWER CORP REIT 0.1%
Value ($000) $813 Shares 5,636 Est. Cost $109.69 Unrealized +3.8%
PAYX PAYCHEX INC 0.1%
Value ($000) $808 Shares 11,814 Est. Cost $22.84 Unrealized +125.6%
NUE NUCOR CORP 0.1%
Value ($000) $802 Shares 12,835 Est. Cost $37.39 Unrealized +44.7%
IBB ISHARES NASDAQ BIOTECH ETF 0.1%
Value ($000) $798 Shares 7,264 Est. Cost $107.11 Unrealized
AWK AMERICAN WATER WORKS COMPANY I 0.1%
Value ($000) $798 Shares 9,342 Est. Cost $66.82 Unrealized +7.1%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $796 Shares 2,585 Est. Cost $59.99 Unrealized +385.9%
LAMR LAMAR ADVERTISING CO CLASS A 0.1%
Value ($000) $792 Shares 11,599 Est. Cost $61.47 Unrealized
SDY SPDR S&P DIVIDEND 0.1%
Value ($000) $773 Shares 8,343 Est. Cost $74.54 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $770 Shares 8,430 Est. Cost $57.46 Unrealized +38.5%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $767 Shares 7,515 Est. Cost $62.21 Unrealized +48.3%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $764 Shares 3,749 Est. Cost $96.34 Unrealized +91.9%
CTAS CINTAS CORP 0.1%
Value ($000) $752 Shares 4,063 Est. Cost $31.68 Unrealized +31.5%
EZU ISHARES MSCI EUROZONE ETF 0.1%
Value ($000) $732 Shares 17,842 Est. Cost $38.92 Unrealized
GLW CORNING INC 0.1%
Value ($000) $729 Shares 26,517 Est. Cost $10.80 Unrealized +107.4%
TSM TAIWAN SEMICONDUCTOR MFG CO LT 0.1%
Value ($000) $701 Shares 19,181 Est. Cost $30.38 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $686 Shares 6,234 Est. Cost $87.95 Unrealized +1.7%
SYMANTEC CORP 0.1%
Value ($000) $683 Shares 33,101 Est. Cost $23.88 Unrealized
SO SOUTHERN COMPANY 0.1%
Value ($000) $681 Shares 14,694 Est. Cost $26.24 Unrealized +25.2%
ANDEAVOR 0.1%
Value ($000) $657 Shares 5,009 Est. Cost $103.35 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $652 Shares 7,618 Est. Cost $61.66 Unrealized +11.1%
CELGENE CORPORATION 0.1%
Value ($000) $651 Shares 8,193 Est. Cost $105.29 Unrealized
AJG ARTHUR J GALLAGHER & CO 0.1%
Value ($000) $649 Shares 9,935 Est. Cost $44.13 Unrealized +38.2%
TGT TARGET CORP 0.1%
Value ($000) $635 Shares 8,335 Est. Cost $45.79 Unrealized +30.2%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $624 Shares 5,379 Est. Cost $45.29 Unrealized +0.3%
EWA ISHARES MSCI AUSTRALIA INDEX F 0.1%
Value ($000) $611 Shares 27,002 Est. Cost $26.14 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $606 Shares 7,446 Est. Cost $45.76 Unrealized +58.9%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $594 Shares 5,548 Est. Cost $56.71 Unrealized +30.8%
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $591 Shares 2,728 Est. Cost $134.73 Unrealized +46.7%
MARATHON OIL CORP 0.1%
Value ($000) $587 Shares 28,151 Est. Cost $26.43 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $584 Shares 6,367 Est. Cost $50.42 Unrealized +45.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $574 Shares 10,099 Est. Cost $19.39 Unrealized +66.1%
M MACYS INC 0.1%
Value ($000) $565 Shares 15,106 Est. Cost $49.28 Unrealized -32.0%
XYL XYLEM INC 0.1%
Value ($000) $561 Shares 8,315 Est. Cost $53.43 Unrealized +24.0%
DUK DUKE ENERGY CORP COM 0.1%
Value ($000) $559 Shares 7,066 Est. Cost $41.80 Unrealized +35.0%
META FACEBOOK INCORPORATED CLASS A 0.1%
Value ($000) $549 Shares 2,822 Est. Cost $148.71 Unrealized +20.7%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $549 Shares 10,735 Est. Cost $19.06 Unrealized +131.7%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $534 Shares 2,422 Est. Cost $130.63 Unrealized +53.6%
EVR EVERCORE INCORPORATED 0.1%
Value ($000) $528 Shares 5,007 Est. Cost $58.33 Unrealized +49.2%
TDY TELEDYNE TECHNOLOGIES INCORPOR 0.1%
Value ($000) $525 Shares 2,636 Est. Cost $176.34 Unrealized +11.9%
NTRS NORTHERN TRUST CORPORATION 0.1%
Value ($000) $521 Shares 5,064 Est. Cost $63.52 Unrealized +32.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $520 Shares 1,465 Est. Cost $255.90 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $496 Shares 8,844 Est. Cost $45.62 Unrealized +0.6%
DHI D R HORTON INC 0.1%
Value ($000) $492 Shares 11,997 Est. Cost $23.18 Unrealized +71.1%
OGE OGE ENERGY CORP 0.1%
Value ($000) $483 Shares 13,705 Est. Cost $31.12 Unrealized +8.0%
CW CURTISS WRIGHT CORPORATION 0.1%
Value ($000) $482 Shares 4,047 Est. Cost $114.24 Unrealized +10.1%
TPR TAPESTRY INCORPORATED 0.1%
Value ($000) $475 Shares 10,171 Est. Cost $32.95 Unrealized +18.4%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $444 Shares 8,234 Est. Cost $35.73 Unrealized +24.7%
DEO DIAGEO PLC 0.1%
Value ($000) $439 Shares 3,054 Est. Cost $122.16 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $439 Shares 5,637 Est. Cost $36.35 Unrealized +59.6%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $437 Shares 8,220 Est. Cost $42.78 Unrealized +3.1%
HYMB SPDR NUVEEN S&P HI YIELD MUNI 0.1%
Value ($000) $431 Shares 7,624 Est. Cost $55.61 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $426 Shares 9,339 Est. Cost $19.04 Unrealized +86.1%
WH WYNDHAM HOTELS & RESORTS INC 0.1%
Value ($000) $422 Shares 7,179 Est. Cost $60.97 Unrealized 0.0%
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $418 Shares 6,649 Est. Cost $55.51 Unrealized -26.0%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $417 Shares 4,594 Est. Cost $30.69 Unrealized +31.0%
LEN LENNAR CORP CL A 0.1%
Value ($000) $417 Shares 7,939 Est. Cost $52.05 Unrealized -7.8%
BB&T CORP 0.0%
Value ($000) $414 Shares 8,212 Est. Cost $47.45 Unrealized
CRL CHARLES RIVER LABORATORIES INT 0.0%
Value ($000) $414 Shares 3,682 Est. Cost $92.40 Unrealized +17.0%
DOV DOVER CORP 0.0%
Value ($000) $411 Shares 5,607 Est. Cost $38.94 Unrealized +74.7%
MAR MARRIOTT INTL INC A 0.0%
Value ($000) $404 Shares 3,192 Est. Cost $70.00 Unrealized +82.4%
MU MICRON TECHNOLOGY INCORPORATED 0.0%
Value ($000) $401 Shares 7,635 Est. Cost $47.29 Unrealized +11.6%
TD TORONTO DOMINION BANK ONTARIO 0.0%
Value ($000) $400 Shares 6,915 Est. Cost $44.88 Unrealized +27.5%
PACWEST BANCORP 0.0%
Value ($000) $395 Shares 7,998 Est. Cost $52.47 Unrealized
FMC FMC CORP 0.0%
Value ($000) $393 Shares 4,403 Est. Cost $31.36 Unrealized +93.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $390 Shares 6,660 Est. Cost $36.52 Unrealized +20.7%
MAS MASCO CORP 0.0%
Value ($000) $387 Shares 10,349 Est. Cost $21.54 Unrealized +58.3%
SBUX STARBUCKS CORPORATION 0.0%
Value ($000) $377 Shares 7,724 Est. Cost $41.70 Unrealized +15.3%
VTR VENTAS INCORPORATED 0.0%
Value ($000) $376 Shares 6,605 Est. Cost $40.67 Unrealized -6.7%
IYY ISHARES DOW JONES US ETF 0.0%
Value ($000) $372 Shares 2,725 Est. Cost $136.51 Unrealized
AQUA AMERICA INC 0.0%
Value ($000) $370 Shares 10,510 Est. Cost $29.84 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $368 Shares 2,176 Est. Cost $107.76 Unrealized +43.6%
RGA REINSURANCE GROUP OF AMERICA 0.0%
Value ($000) $365 Shares 2,732 Est. Cost $97.65 Unrealized +52.7%
CLX CLOROX CO 0.0%
Value ($000) $364 Shares 2,692 Est. Cost $79.13 Unrealized +25.0%
ECL ECOLAB INC. 0.0%
Value ($000) $364 Shares 2,599 Est. Cost $78.06 Unrealized +70.3%
ELV ANTHEM INC 0.0%
Value ($000) $363 Shares 1,524 Est. Cost $118.58 Unrealized +76.6%
EL LAUDER ESTEE COMPANIES CLASS A 0.0%
Value ($000) $351 Shares 2,459 Est. Cost $75.79 Unrealized +77.4%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $345 Shares 2,597 Est. Cost $107.24 Unrealized +8.1%
SMG SCOTTS MIRACLE-GRO CO/THE 0.0%
Value ($000) $341 Shares 4,095 Est. Cost $73.43 Unrealized -13.1%
CHE CHEMED CORPORATION 0.0%
Value ($000) $337 Shares 1,046 Est. Cost $221.07 Unrealized +38.0%
FDX FEDEX CORPORATION 0.0%
Value ($000) $335 Shares 1,476 Est. Cost $100.01 Unrealized +116.4%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $335 Shares 11,680 Est. Cost $22.41 Unrealized +5.5%
VRSN VERISIGN INCORPORATED 0.0%
Value ($000) $334 Shares 2,432 Est. Cost $127.10 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $331 Shares 14,569 Est. Cost $9.63 Unrealized +79.1%
SUNTRUST BANKS INC 0.0%
Value ($000) $324 Shares 4,906 Est. Cost $41.12 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $320 Shares 2,518 Est. Cost $99.64 Unrealized +16.9%
WYNDHAM DESTINATIONS INCORPORA 0.0%
Value ($000) $318 Shares 7,179 Est. Cost $85.66 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $308 Shares 9,445 Est. Cost $29.28 Unrealized
ZD J2 GLOBAL INCORPORATED 0.0%
Value ($000) $308 Shares 3,557 Est. Cost $67.86 Unrealized +8.0%
WY WEYERHAEUSER CO REIT 0.0%
Value ($000) $307 Shares 8,419 Est. Cost $20.26 Unrealized +33.6%
RJF RAYMOND JAMES FINANCIAL INCORP 0.0%
Value ($000) $302 Shares 3,381 Est. Cost $55.10 Unrealized +0.0%
IRM IRON MOUNTAIN INC REIT 0.0%
Value ($000) $300 Shares 8,582 Est. Cost $21.21 Unrealized +4.7%
RED HAT INCORPORATED 0.0%
Value ($000) $297 Shares 2,212 Est. Cost $125.69 Unrealized
FEDERATED PREMIER MUNI INCOME 0.0%
Value ($000) $295 Shares 22,256 Est. Cost $14.02 Unrealized
NVR NVR INCORPORATED 0.0%
Value ($000) $294 Shares 99 Est. Cost $3249.23 Unrealized -5.8%
ETN EATON CORP PLC 0.0%
Value ($000) $284 Shares 3,800 Est. Cost $67.05 Unrealized 0.0%
CITRIX SYSTEMS INCORPORATED 0.0%
Value ($000) $283 Shares 2,703 Est. Cost $92.92 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.0%
Value ($000) $282 Shares 1 Est. Cost $230816.08 Unrealized +26.9%
YUM YUM BRANDS INC 0.0%
Value ($000) $278 Shares 3,552 Est. Cost $48.36 Unrealized +50.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $277 Shares 6,755 Est. Cost $21.31 Unrealized +56.5%
DTE DTE ENERGY CO 0.0%
Value ($000) $276 Shares 2,656 Est. Cost $39.26 Unrealized +70.7%
SEE SEALED AIR CORPORATION 0.0%
Value ($000) $275 Shares 6,493 Est. Cost $38.66 Unrealized -1.0%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $274 Shares 3,398 Est. Cost $49.06 Unrealized +15.4%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $273 Shares 3,574 Est. Cost $12.36 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $269 Shares 5,158 Est. Cost $27.06 Unrealized +34.3%
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $264 Shares 5,910 Est. Cost $31.88 Unrealized +1.5%
EWD ISHARES MSCI SWEDEN ETF 0.0%
Value ($000) $263 Shares 8,608 Est. Cost $32.37 Unrealized
ROYAL DUTCH SHELL PLC SPONS AD 0.0%
Value ($000) $263 Shares 3,620 Est. Cost $72.65 Unrealized
WESTERN ASSET MUNICIPAL PART F 0.0%
Value ($000) $261 Shares 18,505 Est. Cost $15.24 Unrealized
DR PEPPER SNAPPLE GROUP INCORP 0.0%
Value ($000) $257 Shares 2,102 Est. Cost $86.06 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $253 Shares 4,712 Est. Cost $35.15 Unrealized 0.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $253 Shares 2,321 Est. Cost $108.62 Unrealized
APACHE CORP 0.0%
Value ($000) $252 Shares 5,406 Est. Cost $55.78 Unrealized
CORELOGIC INCORPORATED 0.0%
Value ($000) $250 Shares 4,808 Est. Cost $46.55 Unrealized
VCIT VANGUARD INTER TERM CORP BOND 0.0%
Value ($000) $249 Shares 2,987 Est. Cost $87.54 Unrealized
AME AMETEK INC 0.0%
Value ($000) $249 Shares 3,451 Est. Cost $49.70 Unrealized +41.5%
ICF ISHARES COHEN & STEERS REIT ET 0.0%
Value ($000) $248 Shares 2,480 Est. Cost $104.28 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $247 Shares 2,684 Est. Cost $65.69 Unrealized +26.3%
MET METLIFE INC 0.0%
Value ($000) $245 Shares 5,622 Est. Cost $29.94 Unrealized +19.9%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $242 Shares 891 Est. Cost $226.35 Unrealized
GM GENERAL MOTORS CORPORATION 0.0%
Value ($000) $241 Shares 6,106 Est. Cost $35.04 Unrealized 0.0%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $239 Shares 5,895 Est. Cost $27.61 Unrealized +9.3%
THG HANOVER INS GROUP INC 0.0%
Value ($000) $239 Shares 2,001 Est. Cost $80.77 Unrealized +16.5%
CC THE CHEMOURS COMPANY 0.0%
Value ($000) $238 Shares 5,365 Est. Cost $23.24 Unrealized +57.8%
GENERAL AMERICAN INVESTORS 0.0%
Value ($000) $237 Shares 6,914 Est. Cost $34.86 Unrealized
HEALTHCARE RLTY TRUST REIT 0.0%
Value ($000) $233 Shares 8,001 Est. Cost $35.00 Unrealized
PPL PPL CORPORATION 0.0%
Value ($000) $233 Shares 8,178 Est. Cost $16.14 Unrealized +22.1%
EXPRESS SCRIPTS HLDG 0.0%
Value ($000) $231 Shares 2,992 Est. Cost $77.39 Unrealized
WESTERN ASSET MANAGED MUNI FD 0.0%
Value ($000) $230 Shares 18,122 Est. Cost $14.07 Unrealized
VMC VULCAN MATERIALS COMPANY 0.0%
Value ($000) $229 Shares 1,774 Est. Cost $49.35 Unrealized +133.6%
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $222 Shares 1,583 Est. Cost $140.24 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $222 Shares 3,210 Est. Cost $45.37 Unrealized +13.5%
MYLAN NV 0.0%
Value ($000) $221 Shares 6,107 Est. Cost $41.92 Unrealized
NEUBERGER BERMAN INTER MUNI 0.0%
Value ($000) $219 Shares 16,070 Est. Cost $14.81 Unrealized
INVESCO MUN OPPORTUNITY TRUST 0.0%
Value ($000) $216 Shares 18,420 Est. Cost $12.38 Unrealized
PYPL PAYPAL HOLDINGS INCORPORATED 0.0%
Value ($000) $216 Shares 2,602 Est. Cost $79.51 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS INC 0.0%
Value ($000) $214 Shares 1,862 Est. Cost $86.94 Unrealized +14.0%
AETNA INC 0.0%
Value ($000) $214 Shares 1,164 Est. Cost $183.85 Unrealized
IBND SPDR BLOOMBERG BARCLAYS INTL C 0.0%
Value ($000) $212 Shares 6,257 Est. Cost $34.37 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $211 Shares 2,684 Est. Cost $57.19 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $209 Shares 2,239 Est. Cost $50.47 Unrealized +38.1%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $206 Shares 844 Est. Cost $236.55 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $204 Shares 1,246 Est. Cost $139.31 Unrealized 0.0%
VERSUM MATERIALS INC 0.0%
Value ($000) $204 Shares 5,503 Est. Cost $28.09 Unrealized
WESTROCK CO 0.0%
Value ($000) $203 Shares 3,560 Est. Cost $57.02 Unrealized
EWI ISHARES MSCI ITALY ETF 0.0%
Value ($000) $202 Shares 6,976 Est. Cost $31.24 Unrealized
FISV FISERV INC 0.0%
Value ($000) $202 Shares 2,721 Est. Cost $58.14 Unrealized +24.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $202 Shares 2,558 Est. Cost $70.42 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $200 Shares 1,636 Est. Cost $110.86 Unrealized 0.0%
PRGS PROGRESS SOFTWARE CORPORATION 0.0%
Value ($000) $200 Shares 5,157 Est. Cost $37.96 Unrealized 0.0%
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) $173 Shares 13,025 Est. Cost $14.05 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COM 0.0%
Value ($000) $167 Shares 11,422 Est. Cost $6.50 Unrealized +100.3%
MTUS TIMKENSTEEL CORPORATION 0.0%
Value ($000) $166 Shares 10,139 Est. Cost $32.60 Unrealized -47.5%
AES AES CORP 0.0%
Value ($000) $161 Shares 11,980 Est. Cost $7.45 Unrealized +25.8%
XMHIX PIONEER MUNICIPAL HIGH INCOME 0.0%
Value ($000) $148 Shares 12,950 Est. Cost $11.81 Unrealized
22ND CENTURY GROUP INCORPORATE 0.0%
Value ($000) $144 Shares 58,725 Est. Cost $2.12 Unrealized
WESTERN ASSET INTERMEDIATE MUN 0.0%
Value ($000) $131 Shares 15,110 Est. Cost $9.33 Unrealized
SPHERE 3D CORPORATION 0.0%
Value ($000) $6 Shares 12,512 Est. Cost $0.48 Unrealized