BAR HARBOR WEALTH MANAGEMENT Diversified Active

CIK: 0001035463 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 14, 2018

Total Value ($000): $881,177 (100.0% shares, 0.0% debt)

Holdings (309)

XLK SPDR - TECHNOLOGY SECTOR 4.7%
Value ($000) $41,644 Shares 552,825 Est. Cost $33.45 Unrealized
IVV ISHARES CORE S&P 500 ETF 3.7%
Value ($000) $32,841 Shares 112,188 Est. Cost $168.95 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BO 3.3%
Value ($000) $28,904 Shares 273,923 Est. Cost $108.71 Unrealized
JNJ JOHNSON & JOHNSON 2.9%
Value ($000) $25,257 Shares 182,798 Est. Cost $54.18 Unrealized +99.4%
IJR ISHARES CORE S&P SMALL-CAP ETF 2.6%
Value ($000) $22,871 Shares 262,165 Est. Cost $80.77 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 2.4%
Value ($000) $20,994 Shares 104,300 Est. Cost $115.67 Unrealized
DOWDUPONT INCORPORATED 2.4%
Value ($000) $20,918 Shares 325,262 Est. Cost $69.23 Unrealized
XOM EXXON MOBIL CORP 2.4%
Value ($000) $20,823 Shares 244,920 Est. Cost $53.18 Unrealized +9.4%
XLY SPDR - CONSUMER DISC SECTOR 2.2%
Value ($000) $19,189 Shares 163,699 Est. Cost $54.42 Unrealized
AAPL APPLE INC 2.2%
Value ($000) $18,987 Shares 84,109 Est. Cost $28.47 Unrealized +73.1%
XLV SPDR - HEALTHCARE SECTOR 2.0%
Value ($000) $17,521 Shares 184,142 Est. Cost $47.70 Unrealized
MMM 3M CO 1.8%
Value ($000) $16,252 Shares 77,129 Est. Cost $58.84 Unrealized +124.7%
XLF SPDR - FINANCIAL SECTOR 1.6%
Value ($000) $13,980 Shares 506,903 Est. Cost $18.76 Unrealized
XLI SPDR - INDUSTRIAL SECTOR 1.6%
Value ($000) $13,961 Shares 178,080 Est. Cost $41.87 Unrealized
ABBV ABBVIE INC 1.6%
Value ($000) $13,874 Shares 146,684 Est. Cost $24.00 Unrealized +188.1%
CAT CATERPILLAR INC 1.5%
Value ($000) $13,619 Shares 89,313 Est. Cost $79.76 Unrealized +51.1%
CVX CHEVRON CORPORATION 1.5%
Value ($000) $13,504 Shares 110,433 Est. Cost $67.62 Unrealized +30.0%
SYY SYSCO CORP 1.4%
Value ($000) $12,470 Shares 170,235 Est. Cost $24.59 Unrealized +141.0%
CL COLGATE PALMOLIVE CO 1.4%
Value ($000) $12,419 Shares 185,503 Est. Cost $42.89 Unrealized +30.5%
IBM INTERNATIONAL BUSINESS MACHINE 1.4%
Value ($000) $12,213 Shares 80,768 Est. Cost $117.45 Unrealized -13.8%
UPS UNITED PARCEL SERVICE 1.4%
Value ($000) $12,134 Shares 103,930 Est. Cost $62.55 Unrealized +41.4%
ABT ABBOTT LABS 1.4%
Value ($000) $11,934 Shares 162,679 Est. Cost $33.65 Unrealized +71.9%
PFE PFIZER INC 1.3%
Value ($000) $11,596 Shares 263,122 Est. Cost $15.65 Unrealized +76.7%
MSFT MICROSOFT CORP 1.3%
Value ($000) $11,200 Shares 97,931 Est. Cost $30.05 Unrealized +235.4%
XLP SPDR - CONSUMER STAPLES SECTOR 1.2%
Value ($000) $10,373 Shares 192,339 Est. Cost $41.30 Unrealized
MRK MERCK & CO INC 1.2%
Value ($000) $10,306 Shares 145,278 Est. Cost $28.94 Unrealized +75.0%
ADP AUTOMATIC DATA PROCESSING INC 1.1%
Value ($000) $9,941 Shares 65,984 Est. Cost $76.76 Unrealized +57.4%
LLY ELI LILLY & CO 1.1%
Value ($000) $9,842 Shares 91,719 Est. Cost $42.08 Unrealized +114.5%
GENERAL ELECTRIC CO 1.1%
Value ($000) $9,744 Shares 862,984 Est. Cost $23.31 Unrealized
XLE SPDR - ENERGY SECTOR 1.1%
Value ($000) $9,280 Shares 122,523 Est. Cost $78.50 Unrealized
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $8,158 Shares 72,301 Est. Cost $36.44 Unrealized +154.2%
INTC INTEL CORP 0.9%
Value ($000) $8,119 Shares 171,694 Est. Cost $18.82 Unrealized +120.6%
WALGREENS BOOTS ALLIANCE INC 0.9%
Value ($000) $7,847 Shares 107,633 Est. Cost $84.53 Unrealized
PEP PEPSICO INC 0.8%
Value ($000) $6,940 Shares 62,076 Est. Cost $51.87 Unrealized +74.2%
COST COSTCO WHOLESALE CORP 0.7%
Value ($000) $6,009 Shares 25,585 Est. Cost $155.57 Unrealized +30.6%
EMR EMERSON ELECTRIC CO 0.7%
Value ($000) $5,852 Shares 76,427 Est. Cost $39.67 Unrealized +56.2%
LQD ISHARES IBOXX INVEST GRADE COR 0.6%
Value ($000) $5,662 Shares 49,271 Est. Cost $118.61 Unrealized
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $5,601 Shares 67,302 Est. Cost $53.69 Unrealized +26.3%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $5,493 Shares 102,885 Est. Cost $24.95 Unrealized +42.8%
BP BP P.L.C. 0.6%
Value ($000) $5,066 Shares 109,895 Est. Cost $37.39 Unrealized
T AT&T INC 0.6%
Value ($000) $5,039 Shares 150,050 Est. Cost $11.19 Unrealized +29.4%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $4,797 Shares 98,607 Est. Cost $18.11 Unrealized +99.1%
HD HOME DEPOT INC 0.5%
Value ($000) $4,765 Shares 23,000 Est. Cost $74.66 Unrealized +125.0%
BRK/B BERKSHIRE HATHAWAY INC 0.5%
Value ($000) $4,747 Shares 22,170 Est. Cost $154.58 Unrealized +32.7%
EFA ISHARES MSCI EAFE ETF 0.5%
Value ($000) $4,746 Shares 69,810 Est. Cost $59.20 Unrealized
GOOGL ALPHABET INC CL A 0.5%
Value ($000) $4,707 Shares 3,900 Est. Cost $39.32 Unrealized +52.8%
KO COCA COLA CO 0.5%
Value ($000) $4,400 Shares 95,260 Est. Cost $25.89 Unrealized +40.2%
NKE NIKE INC CL B 0.5%
Value ($000) $4,369 Shares 51,578 Est. Cost $39.79 Unrealized +83.4%
TMO THERMO FISHER SCIENTIFIC INC. 0.5%
Value ($000) $4,280 Shares 17,538 Est. Cost $81.20 Unrealized +177.9%
WMT WALMART INCORPORATED 0.5%
Value ($000) $4,219 Shares 44,929 Est. Cost $24.76 Unrealized +10.4%
MCD MCDONALDS CORP 0.5%
Value ($000) $4,067 Shares 24,315 Est. Cost $70.24 Unrealized +91.9%
TXN TEXAS INSTRUMENTS INC 0.5%
Value ($000) $3,983 Shares 37,128 Est. Cost $37.55 Unrealized +140.4%
KELLOGG CO 0.4%
Value ($000) $3,892 Shares 55,585 Est. Cost $37.66 Unrealized +36.3%
VWO VANGUARD FTSE EMERGING MARKETS 0.4%
Value ($000) $3,886 Shares 94,762 Est. Cost $40.36 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 0.4%
Value ($000) $3,826 Shares 88,418 Est. Cost $40.70 Unrealized
BHB BAR HARBOR BANKSHARES - NON MA 0.4%
Value ($000) $3,754 Shares 130,731 Est. Cost $21.21 Unrealized +4.2%
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.4%
Value ($000) $3,718 Shares 20,009 Est. Cost $171.66 Unrealized
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $3,686 Shares 26,363 Est. Cost $94.37 Unrealized
BDX BECTON DICKINSON 0.4%
Value ($000) $3,497 Shares 13,397 Est. Cost $146.14 Unrealized +50.8%
AMZN AMAZON.COM INC 0.4%
Value ($000) $3,453 Shares 1,724 Est. Cost $46.45 Unrealized +102.5%
GLAXOSMITHKLINE PLC ADR 0.4%
Value ($000) $3,446 Shares 85,785 Est. Cost $46.91 Unrealized
BA BOEING CO 0.4%
Value ($000) $3,417 Shares 9,187 Est. Cost $142.57 Unrealized +137.8%
EEM ISHARES MSCI EMERGING MKTS IND 0.4%
Value ($000) $3,302 Shares 76,933 Est. Cost $41.97 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.4%
Value ($000) $3,255 Shares 19,485 Est. Cost $111.62 Unrealized +21.8%
LOW LOWE'S COMPANIES INC 0.4%
Value ($000) $3,236 Shares 28,180 Est. Cost $30.76 Unrealized +195.9%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $3,218 Shares 28,290 Est. Cost $44.93 Unrealized +87.5%
BALL BALL CORP 0.4%
Value ($000) $3,180 Shares 72,291 Est. Cost $35.46 Unrealized +5.6%
WFC WELLS FARGO & CO 0.3%
Value ($000) $3,066 Shares 58,325 Est. Cost $26.20 Unrealized +77.5%
MA MASTERCARD INC CL A 0.3%
Value ($000) $3,041 Shares 13,664 Est. Cost $80.82 Unrealized +147.9%
V VISA INCORPORATED 0.3%
Value ($000) $3,031 Shares 20,192 Est. Cost $62.77 Unrealized +115.2%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $3,013 Shares 17,976 Est. Cost $13.82 Unrealized +156.6%
PNC PNC FINANCIAL SERVICES GROUP 0.3%
Value ($000) $3,011 Shares 22,109 Est. Cost $51.18 Unrealized +113.9%
FXI ISHARES FTSE CHINA 25 INDEX FU 0.3%
Value ($000) $2,838 Shares 66,290 Est. Cost $38.37 Unrealized
DHR DANAHER CORP 0.3%
Value ($000) $2,764 Shares 25,438 Est. Cost $25.78 Unrealized +241.5%
XLB SPDR - MATERIALS SECTOR 0.3%
Value ($000) $2,697 Shares 46,555 Est. Cost $39.89 Unrealized
CSX CSX CORP 0.3%
Value ($000) $2,682 Shares 36,219 Est. Cost $9.01 Unrealized +139.4%
AMGN AMGEN INC 0.3%
Value ($000) $2,614 Shares 12,610 Est. Cost $117.83 Unrealized +33.6%
STT STATE STREET CORP 0.3%
Value ($000) $2,553 Shares 30,477 Est. Cost $56.34 Unrealized +23.0%
MBB ISHARES BARCLAYS MBS BOND FUND 0.3%
Value ($000) $2,516 Shares 24,344 Est. Cost $106.62 Unrealized
XLU SPDR - UTILITIES SECTOR 0.3%
Value ($000) $2,472 Shares 46,951 Est. Cost $39.81 Unrealized
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $2,451 Shares 21,561 Est. Cost $64.61 Unrealized +34.0%
GXC SPDR S&P CHINA ETF 0.3%
Value ($000) $2,444 Shares 25,277 Est. Cost $78.92 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $2,439 Shares 39,277 Est. Cost $27.90 Unrealized +61.2%
EMB ISHARES JP MORGAN EMERGING BON 0.3%
Value ($000) $2,418 Shares 22,424 Est. Cost $114.86 Unrealized
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $2,394 Shares 13,263 Est. Cost $54.54 Unrealized +169.8%
BLACKROCK INCORPORATED 0.3%
Value ($000) $2,333 Shares 4,950 Est. Cost $316.69 Unrealized
ROK ROCKWELL AUTOMATION, INC 0.2%
Value ($000) $2,195 Shares 11,708 Est. Cost $105.58 Unrealized +48.0%
EPP ISHARES MSCI PACIFIC EX - JAPA 0.2%
Value ($000) $2,168 Shares 47,742 Est. Cost $48.40 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.2%
Value ($000) $2,160 Shares 12,978 Est. Cost $61.52 Unrealized +97.7%
HYG ISHARES IBOXX HIGH YIELD CORP 0.2%
Value ($000) $2,131 Shares 24,662 Est. Cost $92.26 Unrealized
ORCL ORACLE CORPORATION 0.2%
Value ($000) $2,123 Shares 41,163 Est. Cost $29.01 Unrealized +50.2%
DE DEERE & CO 0.2%
Value ($000) $2,078 Shares 13,823 Est. Cost $84.59 Unrealized +52.0%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $2,060 Shares 7,745 Est. Cost $46.00 Unrealized +401.4%
XLRE SPDR REAL ESTATE SECTOR ETF 0.2%
Value ($000) $2,044 Shares 62,669 Est. Cost $32.78 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $2,006 Shares 14,211 Est. Cost $52.93 Unrealized +121.8%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $1,948 Shares 23,552 Est. Cost $32.73 Unrealized +130.0%
TKR TIMKEN CO 0.2%
Value ($000) $1,824 Shares 36,593 Est. Cost $34.98 Unrealized +35.0%
BAX BAXTER INTERNATIONAL INCORPORA 0.2%
Value ($000) $1,797 Shares 23,309 Est. Cost $40.72 Unrealized +59.4%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,774 Shares 22,920 Est. Cost $38.99 Unrealized +44.5%
BBY BEST BUY INC 0.2%
Value ($000) $1,735 Shares 21,865 Est. Cost $36.15 Unrealized +61.8%
RAYTHEON CO 0.2%
Value ($000) $1,705 Shares 8,249 Est. Cost $102.97 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,651 Shares 4,772 Est. Cost $172.63 Unrealized +53.1%
DIS DISNEY WALT CO 0.2%
Value ($000) $1,642 Shares 14,038 Est. Cost $61.07 Unrealized +74.5%
ILF ISHARES LATIN AMERICA 40 ETF 0.2%
Value ($000) $1,584 Shares 50,451 Est. Cost $31.43 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,570 Shares 14,738 Est. Cost $66.31 Unrealized +41.9%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $1,566 Shares 8,513 Est. Cost $87.32 Unrealized +75.9%
CORESITE REALTY CORPORATION 0.2%
Value ($000) $1,554 Shares 13,981 Est. Cost $95.69 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,552 Shares 7,583 Est. Cost $75.19 Unrealized +119.9%
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,535 Shares 19,498 Est. Cost $58.20 Unrealized -2.9%
EWG ISHARES MSCI GERMANY INDEX 0.2%
Value ($000) $1,530 Shares 51,437 Est. Cost $25.22 Unrealized
TIP ISHARES BARCLAYS TIPS BOND ETF 0.2%
Value ($000) $1,457 Shares 13,172 Est. Cost $121.26 Unrealized
MPC MARATHON PETROLEUM CORPORATION 0.2%
Value ($000) $1,401 Shares 17,526 Est. Cost $37.71 Unrealized +65.8%
EWJ ISHARES MSCI JAPAN ETF 0.2%
Value ($000) $1,389 Shares 23,066 Est. Cost $48.87 Unrealized
IGIB ISHARES INTERMEDIATE TERM CORP 0.2%
Value ($000) $1,377 Shares 25,934 Est. Cost $83.29 Unrealized
CFR CULLEN/FROST BANKERS INC 0.2%
Value ($000) $1,367 Shares 13,088 Est. Cost $46.11 Unrealized +92.8%
EWU ISHARES MSCI UNITED KINGDOM ET 0.2%
Value ($000) $1,349 Shares 39,519 Est. Cost $30.80 Unrealized
EZA ISHARES MSCI SOUTH AFRICA IDX 0.2%
Value ($000) $1,334 Shares 24,861 Est. Cost $63.93 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $1,307 Shares 18,591 Est. Cost $32.59 Unrealized +56.5%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $1,288 Shares 13,937 Est. Cost $59.68 Unrealized +40.4%
NVDA NVIDIA CORP 0.1%
Value ($000) $1,288 Shares 4,582 Est. Cost $4.96 Unrealized +29.9%
IVW ISHARES S&P 500 GROWTH INDEX F 0.1%
Value ($000) $1,269 Shares 7,158 Est. Cost $82.51 Unrealized
XLC SPDR - COMMUNICATION SVCS SECT 0.1%
Value ($000) $1,269 Shares 25,899 Est. Cost $49.00 Unrealized
ECL ECOLAB INC. 0.1%
Value ($000) $1,257 Shares 8,019 Est. Cost $117.90 Unrealized +16.2%
CMCSA COMCAST CORP CLASS A 0.1%
Value ($000) $1,255 Shares 35,431 Est. Cost $30.03 Unrealized -2.3%
PSX PHILLIPS 66 0.1%
Value ($000) $1,248 Shares 11,071 Est. Cost $52.68 Unrealized +63.3%
USB US BANCORP 0.1%
Value ($000) $1,218 Shares 23,060 Est. Cost $28.01 Unrealized +39.7%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $1,194 Shares 1,000 Est. Cost $35.61 Unrealized +66.9%
SPG SIMON PROPERTY GROUP INCORPORA 0.1%
Value ($000) $1,187 Shares 6,713 Est. Cost $108.15 Unrealized +9.4%
BIIB BIOGEN INC. 0.1%
Value ($000) $1,144 Shares 3,236 Est. Cost $260.95 Unrealized +31.9%
FFIV F5 NETWORKS INCORPORATED 0.1%
Value ($000) $1,134 Shares 5,686 Est. Cost $124.05 Unrealized +47.5%
GIS GENERAL MILLS INC 0.1%
Value ($000) $1,133 Shares 26,417 Est. Cost $31.38 Unrealized +11.4%
IJT ISHARES S&P SMALLCAP 600/GRO I 0.1%
Value ($000) $1,114 Shares 5,521 Est. Cost $96.67 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,106 Shares 14,328 Est. Cost $53.56 Unrealized +6.1%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $1,098 Shares 28,408 Est. Cost $27.74 Unrealized +46.7%
IFF INTERNATIONAL FLAVORS & FRAGRA 0.1%
Value ($000) $1,098 Shares 7,899 Est. Cost $95.33 Unrealized +13.6%
EWBC EAST WEST BANCORP INCORPORATED 0.1%
Value ($000) $1,097 Shares 18,161 Est. Cost $18.94 Unrealized +181.1%
TJX TJX COMPANIES INCORPORATED 0.1%
Value ($000) $1,083 Shares 9,663 Est. Cost $35.66 Unrealized +30.4%
CDK GLOBAL HOLDINGS INC 0.1%
Value ($000) $1,077 Shares 17,219 Est. Cost $42.08 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 0.1%
Value ($000) $1,053 Shares 4,521 Est. Cost $132.12 Unrealized
EWQ ISHARES INC MSCI FRANCE INDEX 0.1%
Value ($000) $1,048 Shares 33,387 Est. Cost $24.08 Unrealized
META FACEBOOK INCORPORATED CLASS A 0.1%
Value ($000) $1,040 Shares 6,323 Est. Cost $165.91 Unrealized +8.4%
AFL AFLAC INC 0.1%
Value ($000) $1,033 Shares 21,950 Est. Cost $32.48 Unrealized +18.5%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $1,024 Shares 4,750 Est. Cost $194.62 Unrealized -3.1%
HILLENBRAND INCORPORATED 0.1%
Value ($000) $1,023 Shares 19,559 Est. Cost $38.05 Unrealized
NVS NOVARTIS AG ADR 0.1%
Value ($000) $1,017 Shares 11,808 Est. Cost $72.20 Unrealized
AMT AMERICAN TOWER CORP REIT 0.1%
Value ($000) $991 Shares 6,820 Est. Cost $111.61 Unrealized +8.2%
IBB ISHARES NASDAQ BIOTECH ETF 0.1%
Value ($000) $989 Shares 8,112 Est. Cost $108.66 Unrealized
COHERENT INCORPORATED 0.1%
Value ($000) $976 Shares 5,671 Est. Cost $178.31 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $949 Shares 5,825 Est. Cost $76.11 Unrealized +67.9%
GLW CORNING INC 0.1%
Value ($000) $936 Shares 26,517 Est. Cost $10.80 Unrealized +145.3%
IJJ ISHARES S&P MIDCAP 400 VALUE I 0.1%
Value ($000) $936 Shares 5,593 Est. Cost $101.96 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFEN 0.1%
Value ($000) $923 Shares 4,261 Est. Cost $190.64 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG CO LT 0.1%
Value ($000) $918 Shares 20,773 Est. Cost $31.44 Unrealized
EPS WISDOMTREE US EARNINGS 500 FUN 0.1%
Value ($000) $902 Shares 27,617 Est. Cost $39.35 Unrealized
LAMR LAMAR ADVERTISING CO CLASS A 0.1%
Value ($000) $898 Shares 11,542 Est. Cost $61.47 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $894 Shares 6,781 Est. Cost $47.02 Unrealized +14.1%
MCK MCKESSON CORPORATION 0.1%
Value ($000) $893 Shares 6,730 Est. Cost $109.74 Unrealized +12.2%
FTV FORTIVE CORP 0.1%
Value ($000) $886 Shares 10,518 Est. Cost $30.87 Unrealized +61.1%
PAYX PAYCHEX INC 0.1%
Value ($000) $866 Shares 11,764 Est. Cost $22.84 Unrealized +153.6%
CELGENE CORPORATION 0.1%
Value ($000) $857 Shares 9,578 Est. Cost $103.00 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $846 Shares 8,483 Est. Cost $76.75 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $832 Shares 8,430 Est. Cost $57.46 Unrealized +42.8%
EWH ISHARES MSCI HONG KONG INDEX F 0.1%
Value ($000) $827 Shares 34,591 Est. Cost $19.85 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $825 Shares 13,540 Est. Cost $57.46 Unrealized -9.4%
AWK AMERICAN WATER WORKS COMPANY I 0.1%
Value ($000) $822 Shares 9,342 Est. Cost $66.82 Unrealized +14.6%
SDY SPDR S&P DIVIDEND 0.1%
Value ($000) $817 Shares 8,343 Est. Cost $74.54 Unrealized
AVY AVERY DENNISON CORP 0.1%
Value ($000) $812 Shares 7,497 Est. Cost $62.21 Unrealized +51.6%
NUE NUCOR CORP 0.1%
Value ($000) $808 Shares 12,735 Est. Cost $37.39 Unrealized +46.0%
IJS ISHARES S&P SMALL CAP 600/VALU 0.1%
Value ($000) $806 Shares 4,831 Est. Cost $101.14 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $794 Shares 2,500 Est. Cost $59.99 Unrealized +349.7%
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $779 Shares 13,116 Est. Cost $38.77 Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.1%
Value ($000) $777 Shares 18,955 Est. Cost $39.04 Unrealized
ANDEAVOR 0.1%
Value ($000) $774 Shares 5,044 Est. Cost $103.35 Unrealized
BROOKLINE BANCORP INC 0.1%
Value ($000) $769 Shares 46,032 Est. Cost $9.15 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $761 Shares 8,636 Est. Cost $46.57 Unrealized +45.9%
CTAS CINTAS CORP 0.1%
Value ($000) $755 Shares 3,818 Est. Cost $31.68 Unrealized +51.0%
MARATHON OIL CORP 0.1%
Value ($000) $738 Shares 31,673 Est. Cost $26.08 Unrealized
AJG ARTHUR J GALLAGHER & CO 0.1%
Value ($000) $738 Shares 9,917 Est. Cost $44.13 Unrealized +47.1%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $732 Shares 3,749 Est. Cost $96.34 Unrealized +100.9%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $725 Shares 8,021 Est. Cost $48.09 Unrealized +62.8%
MDT MEDTRONIC PLC 0.1%
Value ($000) $710 Shares 7,218 Est. Cost $61.66 Unrealized +23.7%
XYL XYLEM INC 0.1%
Value ($000) $705 Shares 8,825 Est. Cost $54.29 Unrealized +25.8%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $698 Shares 6,471 Est. Cost $88.19 Unrealized +7.3%
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $684 Shares 2,669 Est. Cost $134.73 Unrealized +51.6%
SYMANTEC CORP 0.1%
Value ($000) $662 Shares 31,116 Est. Cost $23.88 Unrealized
TDY TELEDYNE TECHNOLOGIES INCORPOR 0.1%
Value ($000) $650 Shares 2,636 Est. Cost $176.34 Unrealized +29.3%
NTRS NORTHERN TRUST CORPORATION 0.1%
Value ($000) $639 Shares 6,259 Est. Cost $67.73 Unrealized +26.4%
SO SOUTHERN COMPANY 0.1%
Value ($000) $637 Shares 14,604 Est. Cost $26.24 Unrealized +30.6%
GPC GENUINE PARTS CO 0.1%
Value ($000) $633 Shares 6,367 Est. Cost $50.42 Unrealized +57.0%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $630 Shares 5,673 Est. Cost $57.48 Unrealized +59.8%
TD TORONTO DOMINION BANK ONTARIO 0.1%
Value ($000) $619 Shares 10,182 Est. Cost $49.59 Unrealized +20.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $606 Shares 10,049 Est. Cost $19.39 Unrealized +73.1%
EWA ISHARES MSCI AUSTRALIA INDEX F 0.1%
Value ($000) $578 Shares 26,142 Est. Cost $26.14 Unrealized
DUK DUKE ENERGY CORP COM 0.1%
Value ($000) $565 Shares 7,066 Est. Cost $41.80 Unrealized +43.6%
IEMG ISHARES INC CORE MSCI EMKT 0.1%
Value ($000) $562 Shares 10,860 Est. Cost $57.07 Unrealized
CW CURTISS WRIGHT CORPORATION 0.1%
Value ($000) $556 Shares 4,047 Est. Cost $114.24 Unrealized +10.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $538 Shares 1,465 Est. Cost $255.90 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $536 Shares 10,735 Est. Cost $19.06 Unrealized +128.4%
M MACYS INC 0.1%
Value ($000) $534 Shares 15,390 Est. Cost $49.06 Unrealized -24.1%
DHI D R HORTON INC 0.1%
Value ($000) $510 Shares 12,097 Est. Cost $23.18 Unrealized +72.2%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $507 Shares 8,536 Est. Cost $43.12 Unrealized +20.1%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $506 Shares 2,259 Est. Cost $130.63 Unrealized +50.4%
EVR EVERCORE INCORPORATED 0.1%
Value ($000) $500 Shares 4,970 Est. Cost $58.33 Unrealized +56.6%
QCOM QUALCOMM INC 0.1%
Value ($000) $500 Shares 6,945 Est. Cost $45.62 Unrealized +19.7%
TPR TAPESTRY INCORPORATED 0.1%
Value ($000) $498 Shares 9,918 Est. Cost $32.95 Unrealized +21.3%
OGE OGE ENERGY CORP 0.1%
Value ($000) $497 Shares 13,705 Est. Cost $31.12 Unrealized +16.9%
VRSN VERISIGN INCORPORATED 0.1%
Value ($000) $492 Shares 3,072 Est. Cost $132.27 Unrealized +14.8%
DOV DOVER CORP 0.1%
Value ($000) $487 Shares 5,507 Est. Cost $38.94 Unrealized +89.5%
CRL CHARLES RIVER LABORATORIES INT 0.1%
Value ($000) $479 Shares 3,566 Est. Cost $92.40 Unrealized +33.6%
XEL XCEL ENERGY INC 0.1%
Value ($000) $441 Shares 9,339 Est. Cost $19.04 Unrealized +97.9%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $441 Shares 5,787 Est. Cost $36.98 Unrealized +63.3%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $434 Shares 1,609 Est. Cost $246.67 Unrealized +4.5%
DEO DIAGEO PLC 0.0%
Value ($000) $433 Shares 3,054 Est. Cost $122.16 Unrealized
MAR MARRIOTT INTL INC A 0.0%
Value ($000) $432 Shares 3,274 Est. Cost $71.25 Unrealized +68.7%
HYMB SPDR NUVEEN S&P HI YIELD MUNI 0.0%
Value ($000) $429 Shares 7,624 Est. Cost $55.61 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $418 Shares 1,524 Est. Cost $118.58 Unrealized +98.6%
SYK STRYKER CORP 0.0%
Value ($000) $409 Shares 2,301 Est. Cost $110.46 Unrealized +42.6%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $409 Shares 6,660 Est. Cost $36.52 Unrealized +29.1%
BB&T CORP 0.0%
Value ($000) $406 Shares 8,364 Est. Cost $47.47 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $406 Shares 7,958 Est. Cost $35.73 Unrealized +19.5%
SBUX STARBUCKS CORPORATION 0.0%
Value ($000) $401 Shares 7,044 Est. Cost $41.70 Unrealized +8.1%
RGA REINSURANCE GROUP OF AMERICA 0.0%
Value ($000) $395 Shares 2,732 Est. Cost $97.65 Unrealized +44.8%
VTR VENTAS INCORPORATED 0.0%
Value ($000) $394 Shares 7,249 Est. Cost $40.84 Unrealized +4.2%
AQUA AMERICA INC 0.0%
Value ($000) $386 Shares 10,460 Est. Cost $29.84 Unrealized
FMC FMC CORP 0.0%
Value ($000) $384 Shares 4,403 Est. Cost $31.36 Unrealized +96.3%
ILMN ILLUMINA INCORPORATED 0.0%
Value ($000) $378 Shares 1,029 Est. Cost $320.46 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $375 Shares 14,569 Est. Cost $9.63 Unrealized +95.2%
MAS MASCO CORP 0.0%
Value ($000) $370 Shares 10,115 Est. Cost $21.54 Unrealized +58.5%
PACWEST BANCORP 0.0%
Value ($000) $368 Shares 7,713 Est. Cost $52.47 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $354 Shares 3,891 Est. Cost $12.57 Unrealized +18.2%
FDX FEDEX CORPORATION 0.0%
Value ($000) $349 Shares 1,448 Est. Cost $100.01 Unrealized +112.2%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $346 Shares 2,365 Est. Cost $107.24 Unrealized +7.4%
CB CHUBB LIMITED 0.0%
Value ($000) $336 Shares 2,518 Est. Cost $99.64 Unrealized +19.6%
CLX CLOROX CO 0.0%
Value ($000) $332 Shares 2,208 Est. Cost $79.13 Unrealized +44.9%
SUNTRUST BANKS INC 0.0%
Value ($000) $328 Shares 4,906 Est. Cost $41.12 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $325 Shares 9,379 Est. Cost $29.28 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $324 Shares 6,948 Est. Cost $52.05 Unrealized -11.2%
YUM YUM BRANDS INC 0.0%
Value ($000) $320 Shares 3,517 Est. Cost $48.36 Unrealized +50.7%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.0%
Value ($000) $320 Shares 1 Est. Cost $230816.08 Unrealized +34.2%
CHE CHEMED CORPORATION 0.0%
Value ($000) $319 Shares 999 Est. Cost $221.07 Unrealized +40.7%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $309 Shares 3,920 Est. Cost $30.69 Unrealized +25.3%
EL LAUDER ESTEE COMPANIES CLASS A 0.0%
Value ($000) $309 Shares 2,129 Est. Cost $75.79 Unrealized +66.8%
RJF RAYMOND JAMES FINANCIAL INCORP 0.0%
Value ($000) $309 Shares 3,362 Est. Cost $55.10 Unrealized -0.4%
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $308 Shares 5,551 Est. Cost $60.97 Unrealized -6.1%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $305 Shares 10,929 Est. Cost $22.41 Unrealized -1.8%
ETN EATON CORP PLC 0.0%
Value ($000) $301 Shares 3,470 Est. Cost $67.05 Unrealized +6.1%
CITRIX SYSTEMS INCORPORATED 0.0%
Value ($000) $299 Shares 2,689 Est. Cost $92.92 Unrealized
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $299 Shares 5,426 Est. Cost $55.51 Unrealized -24.7%
SMG SCOTTS MIRACLE-GRO CO/THE 0.0%
Value ($000) $294 Shares 3,731 Est. Cost $73.43 Unrealized -17.9%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $290 Shares 6,755 Est. Cost $21.31 Unrealized +67.1%
DTE DTE ENERGY CO 0.0%
Value ($000) $290 Shares 2,656 Est. Cost $39.26 Unrealized +85.3%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $288 Shares 4,068 Est. Cost $47.37 Unrealized +15.9%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $284 Shares 9,191 Est. Cost $22.57 Unrealized 0.0%
FEDERATED PREMIER MUNI INCOME 0.0%
Value ($000) $284 Shares 22,256 Est. Cost $14.02 Unrealized
EXPRESS SCRIPTS HLDG 0.0%
Value ($000) $283 Shares 2,978 Est. Cost $77.39 Unrealized
IRM IRON MOUNTAIN INC REIT 0.0%
Value ($000) $280 Shares 8,112 Est. Cost $21.21 Unrealized +12.2%
EWD ISHARES MSCI SWEDEN ETF 0.0%
Value ($000) $277 Shares 8,433 Est. Cost $32.37 Unrealized
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $273 Shares 5,910 Est. Cost $31.88 Unrealized +11.4%
AME AMETEK INC 0.0%
Value ($000) $273 Shares 3,451 Est. Cost $49.70 Unrealized +46.5%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $271 Shares 931 Est. Cost $229.13 Unrealized
MU MICRON TECHNOLOGY INCORPORATED 0.0%
Value ($000) $268 Shares 5,934 Est. Cost $47.29 Unrealized +4.1%
O REALTY INCOME CORP 0.0%
Value ($000) $268 Shares 4,712 Est. Cost $35.15 Unrealized +10.0%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $263 Shares 3,216 Est. Cost $49.06 Unrealized +13.1%
RED HAT INCORPORATED 0.0%
Value ($000) $262 Shares 1,922 Est. Cost $125.69 Unrealized
ROYAL DUTCH SHELL PLC SPONS AD 0.0%
Value ($000) $260 Shares 3,667 Est. Cost $72.63 Unrealized
GENERAL AMERICAN INVESTORS 0.0%
Value ($000) $256 Shares 6,914 Est. Cost $34.86 Unrealized
WESTERN ASSET MUNICIPAL PART F 0.0%
Value ($000) $255 Shares 18,505 Est. Cost $15.24 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $254 Shares 5,158 Est. Cost $27.06 Unrealized +31.7%
VCIT VANGUARD INTER TERM CORP BOND 0.0%
Value ($000) $252 Shares 3,022 Est. Cost $87.49 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $251 Shares 2,644 Est. Cost $65.69 Unrealized +30.4%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $250 Shares 2,321 Est. Cost $108.62 Unrealized
ICF ISHARES COHEN & STEERS REIT ET 0.0%
Value ($000) $247 Shares 2,469 Est. Cost $104.28 Unrealized
THG HANOVER INS GROUP INC 0.0%
Value ($000) $247 Shares 2,001 Est. Cost $80.77 Unrealized +21.4%
CIGNA CORP 0.0%
Value ($000) $247 Shares 1,187 Est. Cost $208.09 Unrealized
WY WEYERHAEUSER CO REIT 0.0%
Value ($000) $246 Shares 7,619 Est. Cost $20.26 Unrealized +27.9%
WYNDHAM DESTINATIONS INCORPORA 0.0%
Value ($000) $241 Shares 5,551 Est. Cost $85.66 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $238 Shares 1,588 Est. Cost $140.24 Unrealized
AETNA INC 0.0%
Value ($000) $236 Shares 1,164 Est. Cost $183.85 Unrealized
SEE SEALED AIR CORPORATION 0.0%
Value ($000) $234 Shares 5,834 Est. Cost $38.66 Unrealized -6.5%
HEALTHCARE RLTY TRUST REIT 0.0%
Value ($000) $234 Shares 8,001 Est. Cost $35.00 Unrealized
CORELOGIC INCORPORATED 0.0%
Value ($000) $233 Shares 4,713 Est. Cost $46.55 Unrealized
PKG PACKAGING CORPORATION OF AMERI 0.0%
Value ($000) $230 Shares 2,099 Est. Cost $89.95 Unrealized 0.0%
PYPL PAYPAL HOLDINGS INCORPORATED 0.0%
Value ($000) $229 Shares 2,602 Est. Cost $79.51 Unrealized +10.5%
NTAP NETAPP INC 0.0%
Value ($000) $229 Shares 2,668 Est. Cost $57.19 Unrealized +18.1%
OHI OMEGA HEALTHCARE INVESTORS INC 0.0%
Value ($000) $220 Shares 6,720 Est. Cost $32.74 Unrealized
WESTERN ASSET MANAGED MUNI FD 0.0%
Value ($000) $219 Shares 18,122 Est. Cost $14.07 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $217 Shares 3,705 Est. Cost $41.75 Unrealized 0.0%
NVR NVR INCORPORATED 0.0%
Value ($000) $217 Shares 88 Est. Cost $3249.23 Unrealized -15.0%
NEUBERGER BERMAN MUNICIPAL FUN 0.0%
Value ($000) $216 Shares 16,070 Est. Cost $14.81 Unrealized
VFC V F CORP 0.0%
Value ($000) $215 Shares 2,296 Est. Cost $85.30 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $214 Shares 1,259 Est. Cost $139.41 Unrealized +7.0%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $214 Shares 5,825 Est. Cost $27.61 Unrealized +15.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $213 Shares 1,620 Est. Cost $111.94 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $212 Shares 1,636 Est. Cost $110.86 Unrealized -0.9%
INVESCO MUN OPPORTUNITY TRUST 0.0%
Value ($000) $211 Shares 18,420 Est. Cost $12.38 Unrealized
APACHE CORP 0.0%
Value ($000) $207 Shares 4,341 Est. Cost $55.78 Unrealized
AROW ARROW FINL CORP 0.0%
Value ($000) $207 Shares 5,608 Est. Cost $26.79 Unrealized 0.0%
LII LENNOX INTERNATIONAL INCORPORA 0.0%
Value ($000) $206 Shares 943 Est. Cost $199.03 Unrealized 0.0%
GM GENERAL MOTORS CORPORATION 0.0%
Value ($000) $203 Shares 6,041 Est. Cost $35.04 Unrealized -5.6%
CC THE CHEMOURS COMPANY 0.0%
Value ($000) $200 Shares 5,080 Est. Cost $23.24 Unrealized +39.4%
HPE HEWLETT PACKARD ENTERPRISE COM 0.0%
Value ($000) $186 Shares 11,422 Est. Cost $6.50 Unrealized +94.9%
NUVEEN AMT-FREE QUALITY MUNI I 0.0%
Value ($000) $177 Shares 13,960 Est. Cost $13.75 Unrealized
AES AES CORP 0.0%
Value ($000) $168 Shares 11,980 Est. Cost $7.45 Unrealized +38.9%
NUVEEN QUALITY MUNICIPAL INCOM 0.0%
Value ($000) $167 Shares 13,025 Est. Cost $14.05 Unrealized
22ND CENTURY GROUP INCORPORATE 0.0%
Value ($000) $165 Shares 58,725 Est. Cost $2.12 Unrealized
MTUS TIMKENSTEEL CORPORATION 0.0%
Value ($000) $151 Shares 10,139 Est. Cost $32.60 Unrealized -54.0%
XMHIX PIONEER MUNICIPAL HIGH INCOME 0.0%
Value ($000) $144 Shares 12,950 Est. Cost $11.81 Unrealized
WESTERN ASSET INTERMEDIATE MUN 0.0%
Value ($000) $128 Shares 15,110 Est. Cost $9.33 Unrealized
SPHERE 3D CORPORATION 0.0%
Value ($000) $5 Shares 12,512 Est. Cost $0.48 Unrealized