BAR HARBOR WEALTH MANAGEMENT Diversified Active

CIK: 0001035463 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 13, 2019

Total Value ($000): $751,899 (100.0% shares, 0.0% debt)

Holdings (276)

XLK SPDR - TECHNOLOGY SECTOR 4.6%
Value ($000) $34,878 Shares 562,731 Est. Cost $33.96 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BO 4.1%
Value ($000) $30,629 Shares 287,619 Est. Cost $108.61 Unrealized
IVV ISHARES CORE S&P 500 ETF 3.7%
Value ($000) $28,056 Shares 111,506 Est. Cost $168.95 Unrealized
JNJ JOHNSON & JOHNSON 3.1%
Value ($000) $23,068 Shares 178,756 Est. Cost $54.18 Unrealized +110.7%
IJR ISHARES CORE S&P SMALL-CAP ETF 2.4%
Value ($000) $17,934 Shares 258,712 Est. Cost $80.77 Unrealized
DOWDUPONT INCORPORATED 2.3%
Value ($000) $17,141 Shares 320,509 Est. Cost $69.23 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 2.3%
Value ($000) $17,070 Shares 102,797 Est. Cost $115.67 Unrealized
XOM EXXON MOBIL CORP 2.1%
Value ($000) $16,053 Shares 235,410 Est. Cost $53.18 Unrealized +6.1%
XLY SPDR - CONSUMER DISC SECTOR 2.1%
Value ($000) $16,042 Shares 162,027 Est. Cost $54.42 Unrealized
XLV SPDR - HEALTHCARE SECTOR 2.1%
Value ($000) $15,758 Shares 182,147 Est. Cost $47.70 Unrealized
MMM 3M CO 1.9%
Value ($000) $14,295 Shares 75,021 Est. Cost $58.84 Unrealized +118.0%
AAPL APPLE INC 1.8%
Value ($000) $13,771 Shares 87,300 Est. Cost $29.11 Unrealized +58.1%
ABBV ABBVIE INC 1.8%
Value ($000) $13,183 Shares 143,003 Est. Cost $24.00 Unrealized +169.9%
XLF SPDR - FINANCIAL SECTOR 1.6%
Value ($000) $11,905 Shares 499,802 Est. Cost $18.76 Unrealized
CVX CHEVRON CORPORATION 1.6%
Value ($000) $11,897 Shares 109,359 Est. Cost $67.62 Unrealized +25.3%
ABT ABBOTT LABS 1.5%
Value ($000) $11,512 Shares 159,154 Est. Cost $33.65 Unrealized +84.7%
XLI SPDR - INDUSTRIAL SECTOR 1.5%
Value ($000) $11,414 Shares 177,209 Est. Cost $41.87 Unrealized
PFE PFIZER INC 1.5%
Value ($000) $11,159 Shares 255,648 Est. Cost $15.65 Unrealized +91.9%
MRK MERCK & CO INC 1.5%
Value ($000) $11,129 Shares 145,646 Est. Cost $28.94 Unrealized +95.2%
CAT CATERPILLAR INC 1.5%
Value ($000) $11,055 Shares 86,999 Est. Cost $79.76 Unrealized +39.8%
CL COLGATE PALMOLIVE CO 1.4%
Value ($000) $10,856 Shares 182,387 Est. Cost $42.89 Unrealized +23.3%
LLY ELI LILLY & CO 1.4%
Value ($000) $10,571 Shares 91,349 Est. Cost $42.08 Unrealized +140.9%
SYY SYSCO CORP 1.4%
Value ($000) $10,446 Shares 166,707 Est. Cost $24.59 Unrealized +126.7%
MSFT MICROSOFT CORP 1.3%
Value ($000) $9,905 Shares 97,519 Est. Cost $30.05 Unrealized +232.7%
XLP SPDR - CONSUMER STAPLES SECTOR 1.3%
Value ($000) $9,678 Shares 190,591 Est. Cost $41.30 Unrealized
UPS UNITED PARCEL SERVICE 1.3%
Value ($000) $9,553 Shares 97,951 Est. Cost $62.55 Unrealized +31.2%
IBM INTERNATIONAL BUSINESS MACHINE 1.1%
Value ($000) $8,623 Shares 75,858 Est. Cost $117.45 Unrealized -25.1%
INTC INTEL CORP 1.1%
Value ($000) $8,155 Shares 173,774 Est. Cost $19.08 Unrealized +110.7%
ADP AUTOMATIC DATA PROCESSING INC 1.1%
Value ($000) $8,122 Shares 61,941 Est. Cost $76.76 Unrealized +57.9%
WALGREENS BOOTS ALLIANCE INC 1.0%
Value ($000) $7,165 Shares 104,858 Est. Cost $84.53 Unrealized
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $7,109 Shares 72,827 Est. Cost $36.44 Unrealized +140.2%
XLE SPDR - ENERGY SECTOR 0.9%
Value ($000) $6,539 Shares 114,026 Est. Cost $78.50 Unrealized
PEP PEPSICO INC 0.9%
Value ($000) $6,484 Shares 58,686 Est. Cost $51.87 Unrealized +74.8%
COST COSTCO WHOLESALE CORP 0.8%
Value ($000) $6,002 Shares 29,465 Est. Cost $161.68 Unrealized +24.9%
GENERAL ELECTRIC CO 0.8%
Value ($000) $5,980 Shares 790,018 Est. Cost $23.31 Unrealized
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $5,722 Shares 62,252 Est. Cost $53.69 Unrealized +39.2%
VZ VERIZON COMMUNICATIONS 0.8%
Value ($000) $5,663 Shares 100,724 Est. Cost $24.95 Unrealized +54.8%
LQD ISHARES IBOXX INVEST GRADE COR 0.7%
Value ($000) $5,394 Shares 47,810 Est. Cost $118.61 Unrealized
GOOGL ALPHABET INC CL A 0.6%
Value ($000) $4,700 Shares 4,498 Est. Cost $41.22 Unrealized +30.1%
BRK/B BERKSHIRE HATHAWAY INC 0.6%
Value ($000) $4,630 Shares 22,678 Est. Cost $155.80 Unrealized +34.1%
KO COCA COLA CO 0.6%
Value ($000) $4,479 Shares 94,589 Est. Cost $25.89 Unrealized +48.3%
EMR EMERSON ELECTRIC CO 0.6%
Value ($000) $4,403 Shares 73,694 Est. Cost $39.67 Unrealized +43.7%
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $4,244 Shares 97,941 Est. Cost $18.11 Unrealized +103.9%
WMT WALMART INCORPORATED 0.6%
Value ($000) $4,165 Shares 44,715 Est. Cost $24.76 Unrealized +16.2%
BP BP P.L.C. 0.6%
Value ($000) $4,137 Shares 109,104 Est. Cost $37.39 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $4,133 Shares 23,274 Est. Cost $70.24 Unrealized +113.7%
HD HOME DEPOT INC 0.5%
Value ($000) $3,903 Shares 22,716 Est. Cost $74.66 Unrealized +101.4%
TMO THERMO FISHER SCIENTIFIC INC. 0.5%
Value ($000) $3,876 Shares 17,318 Est. Cost $81.20 Unrealized +183.6%
NKE NIKE INC CL B 0.5%
Value ($000) $3,839 Shares 51,784 Est. Cost $39.79 Unrealized +71.3%
T AT&T INC 0.5%
Value ($000) $3,813 Shares 133,618 Est. Cost $11.19 Unrealized +25.3%
EFA ISHARES MSCI EAFE ETF 0.5%
Value ($000) $3,670 Shares 62,437 Est. Cost $59.20 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.5%
Value ($000) $3,666 Shares 23,762 Est. Cost $168.92 Unrealized
TXN TEXAS INSTRUMENTS INC 0.4%
Value ($000) $3,345 Shares 35,392 Est. Cost $37.55 Unrealized +110.7%
BALL BALL CORP 0.4%
Value ($000) $3,324 Shares 72,291 Est. Cost $35.46 Unrealized +21.6%
VWO VANGUARD FTSE EMERGING MARKETS 0.4%
Value ($000) $3,319 Shares 87,115 Est. Cost $40.36 Unrealized
GLAXOSMITHKLINE PLC ADR 0.4%
Value ($000) $3,278 Shares 85,785 Est. Cost $46.91 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 0.4%
Value ($000) $3,242 Shares 87,397 Est. Cost $40.70 Unrealized
KELLOGG CO 0.4%
Value ($000) $3,067 Shares 53,798 Est. Cost $37.66 Unrealized +23.2%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $3,015 Shares 17,343 Est. Cost $13.82 Unrealized +165.3%
BDX BECTON DICKINSON 0.4%
Value ($000) $2,986 Shares 13,252 Est. Cost $146.14 Unrealized +42.5%
APD AIR PRODUCTS & CHEMICALS INC 0.4%
Value ($000) $2,934 Shares 18,332 Est. Cost $111.62 Unrealized +19.3%
BA BOEING CO 0.4%
Value ($000) $2,917 Shares 9,045 Est. Cost $142.57 Unrealized +134.9%
BHB BAR HARBOR BANKSHARES - NON MA 0.4%
Value ($000) $2,876 Shares 128,231 Est. Cost $21.21 Unrealized -11.4%
AMZN AMAZON.COM INC 0.4%
Value ($000) $2,840 Shares 1,891 Est. Cost $49.69 Unrealized +67.3%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $2,758 Shares 25,900 Est. Cost $94.37 Unrealized
V VISA INCORPORATED 0.4%
Value ($000) $2,732 Shares 20,707 Est. Cost $64.47 Unrealized +103.8%
DHR DANAHER CORP 0.3%
Value ($000) $2,616 Shares 25,372 Est. Cost $25.78 Unrealized +241.0%
MBB ISHARES MBS ETF 0.3%
Value ($000) $2,560 Shares 24,463 Est. Cost $106.62 Unrealized
LOW LOWE'S COMPANIES INC 0.3%
Value ($000) $2,547 Shares 27,575 Est. Cost $30.76 Unrealized +175.1%
MA MASTERCARD INC CL A 0.3%
Value ($000) $2,545 Shares 13,490 Est. Cost $80.82 Unrealized +136.2%
FXI ISHARES FTSE CHINA 25 INDEX FU 0.3%
Value ($000) $2,538 Shares 64,952 Est. Cost $38.37 Unrealized
EEM ISHARES MSCI EMERGING MKTS IND 0.3%
Value ($000) $2,487 Shares 63,666 Est. Cost $41.97 Unrealized
XLU SPDR - UTILITIES SECTOR 0.3%
Value ($000) $2,452 Shares 46,339 Est. Cost $39.81 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.3%
Value ($000) $2,391 Shares 20,454 Est. Cost $51.18 Unrealized +93.4%
XLB SPDR - MATERIALS SECTOR 0.3%
Value ($000) $2,368 Shares 46,876 Est. Cost $39.89 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $2,348 Shares 12,063 Est. Cost $117.83 Unrealized +33.1%
EMB ISHARES JP MORGAN EMERGING BON 0.3%
Value ($000) $2,339 Shares 22,514 Est. Cost $114.86 Unrealized
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $2,317 Shares 20,331 Est. Cost $64.61 Unrealized +33.7%
WFC WELLS FARGO & CO 0.3%
Value ($000) $2,289 Shares 49,681 Est. Cost $26.20 Unrealized +60.5%
CSX CSX CORP 0.3%
Value ($000) $2,202 Shares 35,449 Est. Cost $9.01 Unrealized +131.8%
GXC SPDR S&P CHINA ETF 0.3%
Value ($000) $2,061 Shares 24,302 Est. Cost $78.92 Unrealized
XLRE SPDR REAL ESTATE SECTOR ETF 0.3%
Value ($000) $2,012 Shares 64,902 Est. Cost $32.72 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORP 0.3%
Value ($000) $2,002 Shares 24,685 Est. Cost $92.26 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1,984 Shares 38,176 Est. Cost $27.90 Unrealized +46.9%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $1,941 Shares 25,890 Est. Cost $44.93 Unrealized +45.9%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,915 Shares 7,687 Est. Cost $46.00 Unrealized +411.0%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $1,886 Shares 12,612 Est. Cost $54.54 Unrealized +161.0%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $1,856 Shares 23,272 Est. Cost $32.73 Unrealized +127.5%
EPP ISHARES MSCI PACIFIC EX - JAPA 0.2%
Value ($000) $1,765 Shares 43,356 Est. Cost $48.40 Unrealized
ORCL ORACLE CORPORATION 0.2%
Value ($000) $1,759 Shares 38,969 Est. Cost $29.01 Unrealized +48.8%
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $1,759 Shares 13,881 Est. Cost $52.93 Unrealized +108.8%
META FACEBOOK INCORPORATED CLASS A 0.2%
Value ($000) $1,725 Shares 13,160 Est. Cost $154.46 Unrealized -6.9%
HON HONEYWELL INTERNATIONAL INC 0.2%
Value ($000) $1,714 Shares 12,975 Est. Cost $61.52 Unrealized +91.3%
ROK ROCKWELL AUTOMATION, INC 0.2%
Value ($000) $1,556 Shares 10,340 Est. Cost $105.58 Unrealized +38.6%
BLACKROCK INCORPORATED 0.2%
Value ($000) $1,539 Shares 3,918 Est. Cost $316.69 Unrealized
BAX BAXTER INTERNATIONAL INCORPORA 0.2%
Value ($000) $1,501 Shares 22,799 Est. Cost $40.72 Unrealized +44.8%
IGIB ISHARES INTERMEDIATE TERM CORP 0.2%
Value ($000) $1,495 Shares 28,527 Est. Cost $80.49 Unrealized
DE DEERE & CO 0.2%
Value ($000) $1,474 Shares 9,880 Est. Cost $84.59 Unrealized +55.8%
TKR TIMKEN CO 0.2%
Value ($000) $1,391 Shares 37,262 Est. Cost $35.08 Unrealized +15.4%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,387 Shares 14,547 Est. Cost $66.31 Unrealized +43.3%
TIP ISHARES BARCLAYS TIPS BOND ETF 0.2%
Value ($000) $1,371 Shares 12,517 Est. Cost $121.26 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,349 Shares 21,638 Est. Cost $38.99 Unrealized +37.0%
SPG SIMON PROPERTY GROUP INCORPORA 0.2%
Value ($000) $1,340 Shares 7,975 Est. Cost $110.16 Unrealized +9.7%
DIS DISNEY WALT CO 0.2%
Value ($000) $1,306 Shares 11,914 Est. Cost $61.07 Unrealized +78.6%
D DOMINION ENERGY INC 0.2%
Value ($000) $1,305 Shares 18,258 Est. Cost $32.59 Unrealized +63.3%
CORESITE REALTY CORPORATION 0.2%
Value ($000) $1,304 Shares 14,950 Est. Cost $95.14 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,297 Shares 19,803 Est. Cost $58.22 Unrealized +2.0%
RAYTHEON CO 0.2%
Value ($000) $1,280 Shares 8,345 Est. Cost $103.55 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,280 Shares 4,888 Est. Cost $174.47 Unrealized +43.3%
CMCSA COMCAST CORP CLASS A 0.2%
Value ($000) $1,277 Shares 37,505 Est. Cost $30.05 Unrealized +1.3%
STT STATE STREET CORP 0.2%
Value ($000) $1,244 Shares 19,731 Est. Cost $56.34 Unrealized +0.8%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $1,219 Shares 8,175 Est. Cost $87.32 Unrealized +66.6%
EWG ISHARES MSCI GERMANY INDEX 0.2%
Value ($000) $1,219 Shares 48,091 Est. Cost $25.22 Unrealized
AMT AMERICAN TOWER CORP REIT 0.2%
Value ($000) $1,199 Shares 7,580 Est. Cost $113.41 Unrealized +14.2%
CFR CULLEN/FROST BANKERS INC 0.2%
Value ($000) $1,186 Shares 13,487 Est. Cost $47.06 Unrealized +66.5%
XLC SPDR - COMMUNICATION SVCS SECT 0.2%
Value ($000) $1,181 Shares 28,609 Est. Cost $48.27 Unrealized
EZA ISHARES MSCI SOUTH AFRICA IDX 0.2%
Value ($000) $1,168 Shares 23,159 Est. Cost $63.93 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.2%
Value ($000) $1,161 Shares 22,906 Est. Cost $48.87 Unrealized
ECL ECOLAB INC. 0.2%
Value ($000) $1,157 Shares 7,849 Est. Cost $117.90 Unrealized +20.0%
BBY BEST BUY INC 0.2%
Value ($000) $1,142 Shares 21,560 Est. Cost $36.15 Unrealized +37.4%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1,125 Shares 7,157 Est. Cost $75.19 Unrealized +102.2%
BIIB BIOGEN INC. 0.1%
Value ($000) $1,123 Shares 3,732 Est. Cost $268.69 Unrealized +18.8%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $1,123 Shares 1,084 Est. Cost $36.97 Unrealized +43.7%
ILF ISHARES LATIN AMERICA 40 ETF 0.1%
Value ($000) $1,122 Shares 36,413 Est. Cost $31.43 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $1,092 Shares 28,037 Est. Cost $31.47 Unrealized +4.8%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $1,092 Shares 7,843 Est. Cost $49.12 Unrealized +27.4%
IVW ISHARES S&P 500 GROWTH INDEX F 0.1%
Value ($000) $1,063 Shares 7,055 Est. Cost $82.51 Unrealized
EWU ISHARES MSCI UNITED KINGDOM ET 0.1%
Value ($000) $1,055 Shares 35,961 Est. Cost $30.80 Unrealized
IFF INTERNATIONAL FLAVORS & FRAGRA 0.1%
Value ($000) $1,029 Shares 7,666 Est. Cost $95.33 Unrealized +20.2%
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $1,013 Shares 17,161 Est. Cost $37.71 Unrealized +43.9%
ILMN ILLUMINA INCORPORATED 0.1%
Value ($000) $976 Shares 3,254 Est. Cost $313.16 Unrealized -1.1%
NVS NOVARTIS AG ADR 0.1%
Value ($000) $974 Shares 11,353 Est. Cost $72.20 Unrealized
TJX TJX COMPANIES INCORPORATED 0.1%
Value ($000) $974 Shares 21,779 Est. Cost $41.35 Unrealized +11.0%
AFL AFLAC INC 0.1%
Value ($000) $965 Shares 21,180 Est. Cost $32.48 Unrealized +15.7%
USB US BANCORP 0.1%
Value ($000) $924 Shares 20,212 Est. Cost $28.01 Unrealized +36.7%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $892 Shares 10,397 Est. Cost $59.68 Unrealized +27.1%
PSX PHILLIPS 66 0.1%
Value ($000) $887 Shares 10,295 Est. Cost $52.68 Unrealized +39.1%
IJT ISHARES S&P SMALLCAP 600/GRO I 0.1%
Value ($000) $872 Shares 5,407 Est. Cost $96.67 Unrealized
LAMR LAMAR ADVERTISING CO CLASS A 0.1%
Value ($000) $852 Shares 12,313 Est. Cost $61.96 Unrealized
AWK AMERICAN WATER WORKS COMPANY I 0.1%
Value ($000) $848 Shares 9,342 Est. Cost $66.82 Unrealized +19.5%
UNP UNION PAC CORP 0.1%
Value ($000) $805 Shares 5,825 Est. Cost $76.11 Unrealized +66.1%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $797 Shares 24,348 Est. Cost $27.74 Unrealized +14.3%
EWH ISHARES MSCI HONG KONG INDEX F 0.1%
Value ($000) $793 Shares 35,148 Est. Cost $19.90 Unrealized
EWBC EAST WEST BANCORP INCORPORATED 0.1%
Value ($000) $788 Shares 18,097 Est. Cost $18.94 Unrealized +127.8%
GLW CORNING INC 0.1%
Value ($000) $782 Shares 25,892 Est. Cost $10.80 Unrealized +142.4%
EPS WISDOMTREE US EARNINGS 500 FUN 0.1%
Value ($000) $775 Shares 27,488 Est. Cost $39.35 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 0.1%
Value ($000) $762 Shares 3,985 Est. Cost $132.12 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $757 Shares 4,706 Est. Cost $194.62 Unrealized -9.1%
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $753 Shares 8,433 Est. Cost $76.75 Unrealized
SDY SPDR S&P DIVIDEND 0.1%
Value ($000) $747 Shares 8,343 Est. Cost $74.54 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $745 Shares 11,434 Est. Cost $22.84 Unrealized +141.0%
CDK GLOBAL HOLDINGS INC 0.1%
Value ($000) $740 Shares 15,453 Est. Cost $42.08 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOC 0.1%
Value ($000) $736 Shares 12,962 Est. Cost $56.78 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE I 0.1%
Value ($000) $733 Shares 5,295 Est. Cost $101.96 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $707 Shares 11,295 Est. Cost $53.56 Unrealized -1.0%
FTV FORTIVE CORP 0.1%
Value ($000) $705 Shares 10,419 Est. Cost $30.87 Unrealized +47.7%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $692 Shares 7,771 Est. Cost $48.09 Unrealized +65.7%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $675 Shares 10,265 Est. Cost $45.65 Unrealized +27.3%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $675 Shares 3,974 Est. Cost $100.43 Unrealized +67.7%
MCK MCKESSON CORPORATION 0.1%
Value ($000) $663 Shares 6,005 Est. Cost $109.74 Unrealized +7.6%
ALL ALLSTATE CORP 0.1%
Value ($000) $653 Shares 7,898 Est. Cost $57.46 Unrealized +32.1%
MDT MEDTRONIC PLC 0.1%
Value ($000) $650 Shares 7,142 Est. Cost $61.66 Unrealized +25.1%
FFIV F5 NETWORKS INCORPORATED 0.1%
Value ($000) $642 Shares 3,964 Est. Cost $124.05 Unrealized +38.3%
ITA ISHARES U.S. AEROSPACE & DEFEN 0.1%
Value ($000) $641 Shares 3,711 Est. Cost $190.64 Unrealized
BROOKLINE BANCORP INC 0.1%
Value ($000) $632 Shares 45,697 Est. Cost $9.15 Unrealized
IJS ISHARES S&P SMALL CAP 600/VALU 0.1%
Value ($000) $632 Shares 4,792 Est. Cost $101.14 Unrealized
SO SOUTHERN COMPANY 0.1%
Value ($000) $624 Shares 14,216 Est. Cost $26.24 Unrealized +30.5%
NVDA NVIDIA CORP 0.1%
Value ($000) $618 Shares 4,626 Est. Cost $4.96 Unrealized -4.4%
GPC GENUINE PARTS CO 0.1%
Value ($000) $611 Shares 6,367 Est. Cost $50.42 Unrealized +59.6%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $608 Shares 2,483 Est. Cost $59.99 Unrealized +309.2%
AJG ARTHUR J GALLAGHER & CO 0.1%
Value ($000) $606 Shares 8,223 Est. Cost $44.13 Unrealized +54.0%
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $606 Shares 12,950 Est. Cost $38.77 Unrealized
VTR VENTAS INCORPORATED 0.1%
Value ($000) $599 Shares 10,226 Est. Cost $41.75 Unrealized +5.4%
IEMG ISHARES INC CORE MSCI EMKT 0.1%
Value ($000) $592 Shares 12,559 Est. Cost $55.73 Unrealized
EWQ ISHARES INC MSCI FRANCE INDEX 0.1%
Value ($000) $590 Shares 22,235 Est. Cost $24.08 Unrealized
HILLENBRAND INCORPORATED 0.1%
Value ($000) $582 Shares 15,342 Est. Cost $38.05 Unrealized
SYMANTEC CORP 0.1%
Value ($000) $566 Shares 29,963 Est. Cost $23.88 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $564 Shares 3,360 Est. Cost $31.68 Unrealized +31.4%
ZTS ZOETIS INCORPORATED 0.1%
Value ($000) $555 Shares 6,487 Est. Cost $85.00 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $548 Shares 5,484 Est. Cost $57.48 Unrealized +52.7%
XYL XYLEM INC 0.1%
Value ($000) $547 Shares 8,192 Est. Cost $54.29 Unrealized +17.0%
OGE OGE ENERGY CORP 0.1%
Value ($000) $537 Shares 13,705 Est. Cost $31.12 Unrealized +23.3%
DUK DUKE ENERGY CORP COM 0.1%
Value ($000) $534 Shares 6,183 Est. Cost $41.80 Unrealized +52.8%
TGT TARGET CORP 0.1%
Value ($000) $531 Shares 8,039 Est. Cost $46.57 Unrealized +35.9%
TD TORONTO DOMINION BANK ONTARIO 0.1%
Value ($000) $516 Shares 10,374 Est. Cost $49.68 Unrealized +10.2%
TSM TAIWAN SEMICONDUCTOR MFG CO LT 0.1%
Value ($000) $506 Shares 13,707 Est. Cost $31.44 Unrealized
CELGENE CORPORATION 0.1%
Value ($000) $505 Shares 7,886 Est. Cost $103.00 Unrealized
IBB ISHARES NASDAQ BIOTECH ETF 0.1%
Value ($000) $502 Shares 5,211 Est. Cost $108.66 Unrealized
OHI OMEGA HEALTHCARE INVESTORS INC 0.1%
Value ($000) $484 Shares 13,763 Est. Cost $33.98 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $479 Shares 9,695 Est. Cost $19.39 Unrealized +70.8%
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $462 Shares 7,181 Est. Cost $41.92 Unrealized +28.0%
XEL XCEL ENERGY INC 0.1%
Value ($000) $460 Shares 9,339 Est. Cost $19.04 Unrealized +111.6%
CI CIGNA CORPORATION 0.1%
Value ($000) $455 Shares 2,397 Est. Cost $190.77 Unrealized 0.0%
SL GREEN REALTY CORPORATION 0.1%
Value ($000) $453 Shares 5,729 Est. Cost $79.07 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $450 Shares 5,407 Est. Cost $88.19 Unrealized -7.9%
EZU ISHARES MSCI EUROZONE ETF 0.1%
Value ($000) $450 Shares 12,842 Est. Cost $39.04 Unrealized
MARATHON OIL CORP 0.1%
Value ($000) $448 Shares 31,253 Est. Cost $26.08 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $443 Shares 1,465 Est. Cost $255.90 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $442 Shares 5,787 Est. Cost $36.98 Unrealized +63.6%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $441 Shares 12,217 Est. Cost $57.46 Unrealized -30.0%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $440 Shares 4,900 Est. Cost $62.21 Unrealized +33.3%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $439 Shares 9,875 Est. Cost $19.06 Unrealized +101.2%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $433 Shares 6,660 Est. Cost $36.52 Unrealized +38.7%
HYMB SPDR NUVEEN S&P HI YIELD MUNI 0.1%
Value ($000) $428 Shares 7,624 Est. Cost $55.61 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $421 Shares 8,126 Est. Cost $37.39 Unrealized +35.7%
M MACYS INC 0.1%
Value ($000) $407 Shares 13,683 Est. Cost $49.06 Unrealized -32.9%
VRSN VERISIGN INCORPORATED 0.1%
Value ($000) $391 Shares 2,636 Est. Cost $132.27 Unrealized +12.4%
CRL CHARLES RIVER LABORATORIES INT 0.1%
Value ($000) $389 Shares 3,439 Est. Cost $92.40 Unrealized +35.5%
ADBE ADOBE INCORPORATED 0.1%
Value ($000) $379 Shares 1,674 Est. Cost $246.47 Unrealized -2.1%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $375 Shares 7,958 Est. Cost $35.73 Unrealized +11.0%
RGA REINSURANCE GROUP OF AMERICA 0.0%
Value ($000) $368 Shares 2,627 Est. Cost $97.65 Unrealized +45.1%
ELV ANTHEM INC 0.0%
Value ($000) $367 Shares 1,398 Est. Cost $118.58 Unrealized +111.0%
AQUA AMERICA INC 0.0%
Value ($000) $355 Shares 10,380 Est. Cost $29.84 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $345 Shares 2,238 Est. Cost $79.77 Unrealized +58.6%
EWA ISHARES MSCI AUSTRALIA INDEX F 0.0%
Value ($000) $344 Shares 17,889 Est. Cost $26.14 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $342 Shares 9,876 Est. Cost $23.18 Unrealized +45.5%
SYK STRYKER CORP 0.0%
Value ($000) $341 Shares 2,175 Est. Cost $110.46 Unrealized +40.1%
BABA ALIBABA GROUP HOLDING LTDADR 0.0%
Value ($000) $339 Shares 2,474 Est. Cost $137.03 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $336 Shares 4,028 Est. Cost $12.69 Unrealized +26.6%
FMC FMC CORP 0.0%
Value ($000) $326 Shares 4,403 Est. Cost $31.36 Unrealized +83.1%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $326 Shares 1,713 Est. Cost $134.73 Unrealized +38.3%
YUM YUM BRANDS INC 0.0%
Value ($000) $320 Shares 3,483 Est. Cost $48.36 Unrealized +62.1%
L3 TECHNOLOGIES INC 0.0%
Value ($000) $318 Shares 1,830 Est. Cost $173.77 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $312 Shares 4,179 Est. Cost $47.67 Unrealized +22.5%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $308 Shares 1,844 Est. Cost $130.63 Unrealized +30.8%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.0%
Value ($000) $306 Shares 1 Est. Cost $230816.08 Unrealized +35.6%
BB&T CORP 0.0%
Value ($000) $302 Shares 6,982 Est. Cost $47.47 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $299 Shares 2,312 Est. Cost $99.64 Unrealized +14.9%
TDY TELEDYNE TECHNOLOGIES INCORPOR 0.0%
Value ($000) $297 Shares 1,434 Est. Cost $176.34 Unrealized +24.1%
O REALTY INCOME CORP 0.0%
Value ($000) $297 Shares 4,712 Est. Cost $35.15 Unrealized +20.6%
DOV DOVER CORP 0.0%
Value ($000) $295 Shares 4,152 Est. Cost $38.94 Unrealized +88.5%
HPQ HP INC 0.0%
Value ($000) $294 Shares 14,393 Est. Cost $9.63 Unrealized +89.5%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $289 Shares 2,651 Est. Cost $108.67 Unrealized
ICF ISHARES COHEN & STEERS REIT ET 0.0%
Value ($000) $288 Shares 3,007 Est. Cost $102.76 Unrealized
TPR TAPESTRY INCORPORATED 0.0%
Value ($000) $288 Shares 8,542 Est. Cost $32.95 Unrealized +0.5%
DTE DTE ENERGY CO 0.0%
Value ($000) $282 Shares 2,556 Est. Cost $39.26 Unrealized +95.6%
MAS MASCO CORP 0.0%
Value ($000) $281 Shares 9,626 Est. Cost $21.54 Unrealized +28.5%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $279 Shares 11,867 Est. Cost $22.20 Unrealized -10.6%
CHE CHEMED CORPORATION 0.0%
Value ($000) $277 Shares 979 Est. Cost $221.07 Unrealized +33.4%
CITRIX SYSTEMS INCORPORATED 0.0%
Value ($000) $276 Shares 2,689 Est. Cost $92.92 Unrealized
FEDERATED PREMIER MUNI INCOME 0.0%
Value ($000) $273 Shares 22,256 Est. Cost $14.02 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $270 Shares 6,755 Est. Cost $21.31 Unrealized +68.0%
RED HAT INCORPORATED 0.0%
Value ($000) $264 Shares 1,502 Est. Cost $125.69 Unrealized
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $262 Shares 5,728 Est. Cost $31.88 Unrealized +14.8%
NTRS NORTHERN TRUST CORPORATION 0.0%
Value ($000) $257 Shares 3,079 Est. Cost $67.73 Unrealized +11.2%
WESTERN ASSET MUNICIPAL PART F 0.0%
Value ($000) $257 Shares 18,505 Est. Cost $15.24 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $256 Shares 1,585 Est. Cost $107.43 Unrealized +73.0%
SUNTRUST BANKS INC 0.0%
Value ($000) $249 Shares 4,939 Est. Cost $41.12 Unrealized
VCIT VANGUARD INTER TERM CORP BOND 0.0%
Value ($000) $248 Shares 2,994 Est. Cost $87.49 Unrealized
MAR MARRIOTT INTL INC A 0.0%
Value ($000) $242 Shares 2,225 Est. Cost $71.25 Unrealized +52.3%
EVR EVERCORE INCORPORATED 0.0%
Value ($000) $239 Shares 3,339 Est. Cost $58.33 Unrealized +19.9%
ETN EATON CORP PLC 0.0%
Value ($000) $238 Shares 3,470 Est. Cost $67.05 Unrealized -3.0%
THG HANOVER INS GROUP INC 0.0%
Value ($000) $234 Shares 2,001 Est. Cost $80.77 Unrealized +10.8%
EL LAUDER ESTEE COMPANIES CLASS A 0.0%
Value ($000) $234 Shares 1,801 Est. Cost $75.79 Unrealized +63.7%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $233 Shares 876 Est. Cost $271.14 Unrealized 0.0%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $233 Shares 931 Est. Cost $229.13 Unrealized
COHERENT INCORPORATED 0.0%
Value ($000) $233 Shares 2,204 Est. Cost $178.31 Unrealized
ROYAL DUTCH SHELL PLC SPONS AD 0.0%
Value ($000) $230 Shares 3,842 Est. Cost $72.05 Unrealized
WESTERN ASSET MANAGED MUNI FD 0.0%
Value ($000) $230 Shares 18,122 Est. Cost $14.07 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND 0.0%
Value ($000) $229 Shares 1,886 Est. Cost $121.42 Unrealized
AME AMETEK INC 0.0%
Value ($000) $223 Shares 3,301 Est. Cost $49.70 Unrealized +37.6%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $212 Shares 6,737 Est. Cost $29.28 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $212 Shares 3,178 Est. Cost $49.06 Unrealized +16.8%
PYPL PAYPAL HOLDINGS INCORPORATED 0.0%
Value ($000) $206 Shares 2,446 Est. Cost $79.51 Unrealized +4.5%
INVESCO MUN OPPORTUNITY TRUST 0.0%
Value ($000) $206 Shares 18,420 Est. Cost $12.38 Unrealized
KDP KEURIG DR PEPPER INCORPORATED 0.0%
Value ($000) $206 Shares 8,046 Est. Cost $21.35 Unrealized 0.0%
NEUBERGER BERMAN MUNICIPAL FUN 0.0%
Value ($000) $203 Shares 16,070 Est. Cost $14.81 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $202 Shares 4,995 Est. Cost $27.06 Unrealized +12.6%
EWD ISHARES MSCI SWEDEN ETF 0.0%
Value ($000) $200 Shares 7,094 Est. Cost $32.37 Unrealized
22ND CENTURY GROUP INCORPORATE 0.0%
Value ($000) $184 Shares 73,725 Est. Cost $2.20 Unrealized
AES AES CORP 0.0%
Value ($000) $173 Shares 11,980 Est. Cost $7.45 Unrealized +56.3%
NUVEEN AMT-FREE QUALITY MUNI I 0.0%
Value ($000) $172 Shares 13,960 Est. Cost $13.75 Unrealized
NUVEEN QUALITY MUNICIPAL INCOM 0.0%
Value ($000) $163 Shares 13,025 Est. Cost $14.05 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COM 0.0%
Value ($000) $151 Shares 11,422 Est. Cost $6.50 Unrealized +83.5%
XMHIX PIONEER MUNICIPAL HIGH INCOME 0.0%
Value ($000) $142 Shares 12,950 Est. Cost $11.81 Unrealized
WESTERN ASSET INTERMEDIATE MUN 0.0%
Value ($000) $126 Shares 15,110 Est. Cost $9.33 Unrealized