BAR HARBOR WEALTH MANAGEMENT Diversified Active

CIK: 0001035463 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 10, 2019

Total Value ($000): $834,082 (100.0% shares, 0.0% debt)

Holdings (291)

XLK SPDR - TECHNOLOGY SECTOR 5.0%
Value ($000) $41,513 Shares 560,983 Est. Cost $33.96 Unrealized
IVV ISHARES CORE S&P 500 ETF 3.8%
Value ($000) $31,758 Shares 111,604 Est. Cost $168.95 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BO 3.8%
Value ($000) $31,456 Shares 288,404 Est. Cost $108.61 Unrealized
JNJ JOHNSON & JOHNSON 2.9%
Value ($000) $24,528 Shares 175,461 Est. Cost $54.18 Unrealized +103.6%
IJR ISHARES CORE S&P SMALL-CAP ETF 2.4%
Value ($000) $19,719 Shares 255,597 Est. Cost $80.77 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 2.3%
Value ($000) $19,032 Shares 100,486 Est. Cost $115.67 Unrealized
XOM EXXON MOBIL CORP 2.2%
Value ($000) $18,639 Shares 230,680 Est. Cost $53.18 Unrealized +4.2%
XLY SPDR - CONSUMER DISC SECTOR 2.2%
Value ($000) $18,324 Shares 160,948 Est. Cost $54.42 Unrealized
DOWDUPONT INCORPORATED 2.0%
Value ($000) $17,023 Shares 319,320 Est. Cost $69.23 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $16,817 Shares 88,535 Est. Cost $29.27 Unrealized +38.2%
XLV SPDR - HEALTHCARE SECTOR 2.0%
Value ($000) $16,626 Shares 181,206 Est. Cost $47.70 Unrealized
MMM 3M CO 1.9%
Value ($000) $15,445 Shares 74,333 Est. Cost $58.84 Unrealized +122.8%
CVX CHEVRON CORPORATION 1.6%
Value ($000) $13,347 Shares 108,351 Est. Cost $67.62 Unrealized +29.3%
XLI SPDR - INDUSTRIAL SECTOR 1.6%
Value ($000) $13,185 Shares 175,733 Est. Cost $41.87 Unrealized
ABT ABBOTT LABS 1.5%
Value ($000) $12,892 Shares 161,270 Est. Cost $34.07 Unrealized +94.0%
XLF SPDR - FINANCIAL SECTOR 1.5%
Value ($000) $12,506 Shares 486,423 Est. Cost $18.76 Unrealized
CL COLGATE PALMOLIVE CO 1.5%
Value ($000) $12,301 Shares 179,477 Est. Cost $42.89 Unrealized +28.2%
MRK MERCK & CO INC 1.4%
Value ($000) $12,085 Shares 145,307 Est. Cost $28.94 Unrealized +108.3%
LLY ELI LILLY & CO 1.4%
Value ($000) $11,844 Shares 91,275 Est. Cost $42.08 Unrealized +163.7%
CAT CATERPILLAR INC 1.4%
Value ($000) $11,617 Shares 85,737 Est. Cost $79.76 Unrealized +43.7%
MSFT MICROSOFT CORP 1.4%
Value ($000) $11,476 Shares 97,302 Est. Cost $30.05 Unrealized +240.4%
PFE PFIZER INC 1.3%
Value ($000) $10,834 Shares 255,105 Est. Cost $15.65 Unrealized +86.9%
SYY SYSCO CORP 1.3%
Value ($000) $10,818 Shares 162,050 Est. Cost $24.59 Unrealized +120.1%
UPS UNITED PARCEL SERVICE 1.3%
Value ($000) $10,710 Shares 95,848 Est. Cost $62.55 Unrealized +29.5%
XLP SPDR - CONSUMER STAPLES SECTOR 1.3%
Value ($000) $10,661 Shares 189,995 Est. Cost $41.30 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 1.3%
Value ($000) $10,466 Shares 74,176 Est. Cost $117.45 Unrealized -19.4%
ADP AUTOMATIC DATA PROCESSING INC 1.2%
Value ($000) $9,974 Shares 62,437 Est. Cost $76.76 Unrealized +63.4%
ABBV ABBVIE INC 1.2%
Value ($000) $9,873 Shares 122,510 Est. Cost $24.00 Unrealized +154.2%
INTC INTEL CORP 1.1%
Value ($000) $9,171 Shares 170,785 Est. Cost $19.08 Unrealized +129.7%
COST COSTCO WHOLESALE CORP 0.9%
Value ($000) $7,230 Shares 29,857 Est. Cost $162.16 Unrealized +22.3%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $7,199 Shares 71,111 Est. Cost $36.44 Unrealized +134.2%
XLE SPDR - ENERGY SECTOR 0.9%
Value ($000) $7,123 Shares 107,730 Est. Cost $78.50 Unrealized
GENERAL ELECTRIC CO 0.9%
Value ($000) $7,101 Shares 710,844 Est. Cost $23.31 Unrealized
PEP PEPSICO INC 0.8%
Value ($000) $6,974 Shares 56,910 Est. Cost $51.87 Unrealized +78.2%
WALGREENS BOOTS ALLIANCE INC 0.8%
Value ($000) $6,609 Shares 104,458 Est. Cost $84.53 Unrealized
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $6,581 Shares 63,245 Est. Cost $54.14 Unrealized +51.6%
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $5,873 Shares 108,773 Est. Cost $20.24 Unrealized +95.2%
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $5,822 Shares 98,453 Est. Cost $24.95 Unrealized +56.1%
LQD ISHARES IBOXX INVEST GRADE COR 0.7%
Value ($000) $5,540 Shares 46,534 Est. Cost $118.61 Unrealized
GOOGL ALPHABET INC CL A 0.7%
Value ($000) $5,530 Shares 4,699 Est. Cost $41.86 Unrealized +33.9%
BRK/B BERKSHIRE HATHAWAY INC 0.7%
Value ($000) $5,447 Shares 27,114 Est. Cost $163.34 Unrealized +23.6%
TMO THERMO FISHER SCIENTIFIC INC. 0.6%
Value ($000) $5,135 Shares 18,760 Est. Cost $93.75 Unrealized +160.7%
EMR EMERSON ELECTRIC CO 0.6%
Value ($000) $5,016 Shares 73,252 Est. Cost $39.67 Unrealized +41.2%
BP BP P.L.C. 0.6%
Value ($000) $4,761 Shares 108,906 Est. Cost $37.39 Unrealized
AMZN AMAZON.COM INC 0.6%
Value ($000) $4,730 Shares 2,656 Est. Cost $59.34 Unrealized +40.2%
NKE NIKE INC CL B 0.5%
Value ($000) $4,370 Shares 51,892 Est. Cost $39.79 Unrealized +89.4%
WMT WALMART INCORPORATED 0.5%
Value ($000) $4,355 Shares 44,656 Est. Cost $24.76 Unrealized +18.1%
KO COCA COLA CO 0.5%
Value ($000) $4,354 Shares 92,918 Est. Cost $25.89 Unrealized +45.9%
MCD MCDONALDS CORP 0.5%
Value ($000) $4,347 Shares 22,889 Est. Cost $70.24 Unrealized +120.1%
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.5%
Value ($000) $4,264 Shares 23,732 Est. Cost $168.92 Unrealized
BALL BALL CORP 0.5%
Value ($000) $4,183 Shares 72,291 Est. Cost $35.46 Unrealized +39.1%
HD HOME DEPOT INC 0.5%
Value ($000) $4,077 Shares 21,246 Est. Cost $74.66 Unrealized +107.2%
BA BOEING CO 0.5%
Value ($000) $4,063 Shares 10,651 Est. Cost $177.65 Unrealized +111.2%
T AT&T INC 0.5%
Value ($000) $3,961 Shares 126,320 Est. Cost $11.19 Unrealized +26.6%
APD AIR PRODUCTS & CHEMICALS INC 0.5%
Value ($000) $3,928 Shares 20,571 Est. Cost $115.32 Unrealized +26.3%
EFA ISHARES MSCI EAFE ETF 0.5%
Value ($000) $3,861 Shares 59,531 Est. Cost $59.20 Unrealized
V VISA INCORPORATED 0.5%
Value ($000) $3,832 Shares 24,536 Est. Cost $75.85 Unrealized +81.1%
TXN TEXAS INSTRUMENTS INC 0.4%
Value ($000) $3,597 Shares 33,909 Est. Cost $37.55 Unrealized +127.4%
GLAXOSMITHKLINE PLC ADR 0.4%
Value ($000) $3,581 Shares 85,691 Est. Cost $46.91 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 0.4%
Value ($000) $3,564 Shares 83,854 Est. Cost $40.36 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 0.4%
Value ($000) $3,495 Shares 85,508 Est. Cost $40.70 Unrealized
MA MASTERCARD INC CL A 0.4%
Value ($000) $3,427 Shares 14,557 Est. Cost $90.09 Unrealized +130.0%
BHB BAR HARBOR BANKSHARES - NON MA 0.4%
Value ($000) $3,423 Shares 132,330 Est. Cost $21.13 Unrealized -11.5%
DHR DANAHER CORP 0.4%
Value ($000) $3,371 Shares 25,536 Est. Cost $25.78 Unrealized +285.6%
BDX BECTON DICKINSON 0.4%
Value ($000) $3,339 Shares 13,372 Est. Cost $146.14 Unrealized +45.6%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $3,311 Shares 17,128 Est. Cost $13.82 Unrealized +179.3%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $3,203 Shares 24,851 Est. Cost $94.37 Unrealized
KELLOGG CO 0.4%
Value ($000) $2,960 Shares 51,590 Est. Cost $37.66 Unrealized +10.1%
LOW LOWE'S COMPANIES INC 0.4%
Value ($000) $2,931 Shares 26,773 Est. Cost $30.76 Unrealized +186.3%
FXI ISHARES FTSE CHINA 25 INDEX FU 0.3%
Value ($000) $2,856 Shares 64,510 Est. Cost $38.37 Unrealized
EEM ISHARES MSCI EMERGING MKTS IND 0.3%
Value ($000) $2,674 Shares 62,293 Est. Cost $41.97 Unrealized
CSX CSX CORP 0.3%
Value ($000) $2,647 Shares 35,379 Est. Cost $9.01 Unrealized +134.2%
MBB ISHARES MBS ETF 0.3%
Value ($000) $2,558 Shares 24,052 Est. Cost $106.62 Unrealized
META FACEBOOK INCORPORATED CLASS A 0.3%
Value ($000) $2,550 Shares 15,296 Est. Cost $154.94 Unrealized +1.9%
XLB SPDR - MATERIALS SECTOR 0.3%
Value ($000) $2,510 Shares 45,224 Est. Cost $39.89 Unrealized
XLU SPDR - UTILITIES SECTOR 0.3%
Value ($000) $2,502 Shares 43,005 Est. Cost $39.81 Unrealized
EMB ISHARES JP MORGAN EMERGING BON 0.3%
Value ($000) $2,442 Shares 22,187 Est. Cost $114.86 Unrealized
GXC SPDR S&P CHINA ETF 0.3%
Value ($000) $2,380 Shares 23,724 Est. Cost $78.92 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.3%
Value ($000) $2,363 Shares 19,266 Est. Cost $51.18 Unrealized +89.1%
XLRE SPDR REAL ESTATE SECTOR ETF 0.3%
Value ($000) $2,344 Shares 64,717 Est. Cost $32.72 Unrealized
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $2,290 Shares 18,484 Est. Cost $64.61 Unrealized +41.3%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $2,277 Shares 12,184 Est. Cost $54.54 Unrealized +175.9%
AMGN AMGEN INC 0.3%
Value ($000) $2,189 Shares 11,524 Est. Cost $117.83 Unrealized +31.3%
GIS GENERAL MILLS INC 0.3%
Value ($000) $2,179 Shares 42,102 Est. Cost $32.91 Unrealized +8.7%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $2,146 Shares 25,302 Est. Cost $44.93 Unrealized +38.9%
HYG ISHARES IBOXX HIGH YIELD CORP 0.3%
Value ($000) $2,106 Shares 24,357 Est. Cost $92.26 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.2%
Value ($000) $2,078 Shares 13,073 Est. Cost $61.52 Unrealized +97.0%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $1,981 Shares 36,891 Est. Cost $29.01 Unrealized +58.8%
AMT AMERICAN TOWER CORP REIT 0.2%
Value ($000) $1,956 Shares 9,924 Est. Cost $121.11 Unrealized +20.6%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,921 Shares 7,770 Est. Cost $47.94 Unrealized +374.8%
WFC WELLS FARGO & CO 0.2%
Value ($000) $1,907 Shares 39,475 Est. Cost $26.20 Unrealized +55.6%
EPP ISHARES MSCI PACIFIC EX - JAPA 0.2%
Value ($000) $1,879 Shares 40,931 Est. Cost $48.40 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $1,850 Shares 19,700 Est. Cost $32.73 Unrealized +142.3%
BAX BAXTER INTERNATIONAL INCORPORA 0.2%
Value ($000) $1,820 Shares 22,379 Est. Cost $40.72 Unrealized +57.3%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $1,788 Shares 37,478 Est. Cost $27.90 Unrealized +37.3%
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $1,718 Shares 11,968 Est. Cost $52.93 Unrealized +121.1%
ROK ROCKWELL AUTOMATION, INC 0.2%
Value ($000) $1,706 Shares 9,725 Est. Cost $105.58 Unrealized +42.1%
CORESITE REALTY CORPORATION 0.2%
Value ($000) $1,639 Shares 15,317 Est. Cost $95.43 Unrealized
TKR TIMKEN CO 0.2%
Value ($000) $1,625 Shares 37,262 Est. Cost $35.08 Unrealized +21.2%
BLACKROCK INCORPORATED 0.2%
Value ($000) $1,568 Shares 3,668 Est. Cost $316.69 Unrealized
IGIB ISHARES INTERMEDIATE TERM CORP 0.2%
Value ($000) $1,550 Shares 28,102 Est. Cost $80.49 Unrealized
RAYTHEON CO 0.2%
Value ($000) $1,506 Shares 8,270 Est. Cost $103.55 Unrealized
SPG SIMON PROPERTY GROUP INCORPORA 0.2%
Value ($000) $1,493 Shares 8,194 Est. Cost $110.47 Unrealized +10.1%
XLC SPDR - COMMUNICATION SVCS SECT 0.2%
Value ($000) $1,473 Shares 31,488 Est. Cost $48.13 Unrealized
DE DEERE & CO 0.2%
Value ($000) $1,452 Shares 9,083 Est. Cost $84.59 Unrealized +70.8%
CMCSA COMCAST CORP CLASS A 0.2%
Value ($000) $1,430 Shares 35,768 Est. Cost $30.05 Unrealized +4.9%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,424 Shares 4,745 Est. Cost $174.47 Unrealized +39.6%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,418 Shares 12,977 Est. Cost $66.31 Unrealized +44.5%
NVDA NVIDIA CORP 0.2%
Value ($000) $1,417 Shares 7,894 Est. Cost $4.50 Unrealized -14.4%
BBY BEST BUY INC 0.2%
Value ($000) $1,416 Shares 19,925 Est. Cost $36.15 Unrealized +32.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,406 Shares 21,066 Est. Cost $38.99 Unrealized +35.9%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $1,399 Shares 1,192 Est. Cost $38.67 Unrealized +44.0%
ECL ECOLAB INC. 0.2%
Value ($000) $1,376 Shares 7,794 Est. Cost $117.90 Unrealized +28.0%
D DOMINION ENERGY INC 0.2%
Value ($000) $1,374 Shares 17,918 Est. Cost $32.59 Unrealized +65.3%
ILMN ILLUMINA INCORPORATED 0.2%
Value ($000) $1,298 Shares 4,177 Est. Cost $308.40 Unrealized -5.4%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $1,277 Shares 7,440 Est. Cost $87.32 Unrealized +71.5%
CFR CULLEN/FROST BANKERS INC 0.2%
Value ($000) $1,276 Shares 13,149 Est. Cost $47.06 Unrealized +71.0%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1,206 Shares 7,124 Est. Cost $75.19 Unrealized +91.1%
DIS DISNEY WALT CO 0.1%
Value ($000) $1,193 Shares 10,749 Est. Cost $61.07 Unrealized +76.6%
EWU ISHARES MSCI UNITED KINGDOM ET 0.1%
Value ($000) $1,189 Shares 36,010 Est. Cost $30.80 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.1%
Value ($000) $1,184 Shares 22,897 Est. Cost $53.91 Unrealized
EWG ISHARES MSCI GERMANY INDEX 0.1%
Value ($000) $1,184 Shares 43,992 Est. Cost $25.22 Unrealized
IVW ISHARES S&P 500 GROWTH INDEX F 0.1%
Value ($000) $1,182 Shares 6,855 Est. Cost $82.51 Unrealized
TJX TJX COMPANIES INCORPORATED 0.1%
Value ($000) $1,175 Shares 22,080 Est. Cost $41.40 Unrealized +9.8%
ILF ISHARES LATIN AMERICA 40 ETF 0.1%
Value ($000) $1,146 Shares 34,493 Est. Cost $31.43 Unrealized
TIP ISHARES BARCLAYS TIPS BOND ETF 0.1%
Value ($000) $1,146 Shares 10,132 Est. Cost $121.26 Unrealized
EZA ISHARES MSCI SOUTH AFRICA IDX 0.1%
Value ($000) $1,107 Shares 21,145 Est. Cost $63.93 Unrealized
BABA ALIBABA GROUP HOLDING LTDADR 0.1%
Value ($000) $1,093 Shares 5,991 Est. Cost $163.69 Unrealized
NVS NOVARTIS AG ADR 0.1%
Value ($000) $1,053 Shares 10,953 Est. Cost $72.20 Unrealized
LAMR LAMAR ADVERTISING CO CLASS A 0.1%
Value ($000) $1,052 Shares 13,269 Est. Cost $63.20 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $1,051 Shares 9,987 Est. Cost $59.68 Unrealized +48.2%
CVS CVS HEALTH CORP 0.1%
Value ($000) $1,040 Shares 19,277 Est. Cost $58.22 Unrealized -15.0%
AFL AFLAC INC 0.1%
Value ($000) $1,020 Shares 20,400 Est. Cost $32.48 Unrealized +26.2%
IJT ISHARES S&P SMALLCAP 600/GRO I 0.1%
Value ($000) $970 Shares 5,434 Est. Cost $96.67 Unrealized
AWK AMERICAN WATER WORKS COMPANY I 0.1%
Value ($000) $957 Shares 9,180 Est. Cost $66.82 Unrealized +29.1%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $956 Shares 24,108 Est. Cost $27.74 Unrealized +27.3%
EWJ ISHARES MSCI JAPAN ETF 0.1%
Value ($000) $949 Shares 17,350 Est. Cost $48.87 Unrealized
NFLX NETFLIX INCORPORATED 0.1%
Value ($000) $945 Shares 2,651 Est. Cost $34.67 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value ($000) $940 Shares 5,620 Est. Cost $76.11 Unrealized +81.4%
EWH ISHARES MSCI HONG KONG INDEX F 0.1%
Value ($000) $910 Shares 34,718 Est. Cost $19.90 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $908 Shares 9,546 Est. Cost $52.68 Unrealized +36.5%
CDK GLOBAL HOLDINGS INC 0.1%
Value ($000) $903 Shares 15,360 Est. Cost $42.08 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $888 Shares 10,591 Est. Cost $31.14 Unrealized +52.1%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $883 Shares 5,036 Est. Cost $191.73 Unrealized -21.5%
IJK ISHARES S&P MIDCAP 400 GROWTH 0.1%
Value ($000) $876 Shares 3,996 Est. Cost $132.12 Unrealized
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $875 Shares 14,624 Est. Cost $37.71 Unrealized +33.8%
EWBC EAST WEST BANCORP INCORPORATED 0.1%
Value ($000) $868 Shares 18,097 Est. Cost $18.94 Unrealized +125.6%
EPS WISDOMTREE US EARNINGS 500 FUN 0.1%
Value ($000) $864 Shares 27,168 Est. Cost $39.35 Unrealized
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $855 Shares 11,997 Est. Cost $47.81 Unrealized +26.8%
GLW CORNING INC 0.1%
Value ($000) $854 Shares 25,810 Est. Cost $10.80 Unrealized +150.5%
ITOT ISHARES CORE S&P TOTAL US STOC 0.1%
Value ($000) $845 Shares 13,119 Est. Cost $56.87 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $837 Shares 3,974 Est. Cost $100.43 Unrealized +81.9%
SDY SPDR S&P DIVIDEND 0.1%
Value ($000) $829 Shares 8,343 Est. Cost $74.54 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $828 Shares 8,433 Est. Cost $76.75 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE I 0.1%
Value ($000) $825 Shares 5,257 Est. Cost $101.96 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $815 Shares 5,412 Est. Cost $49.12 Unrealized +20.3%
PAYX PAYCHEX INC 0.1%
Value ($000) $805 Shares 10,042 Est. Cost $22.84 Unrealized +164.6%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $801 Shares 7,711 Est. Cost $48.09 Unrealized +80.9%
VTR VENTAS INCORPORATED 0.1%
Value ($000) $782 Shares 12,251 Est. Cost $42.66 Unrealized +10.8%
ZTS ZOETIS INCORPORATED 0.1%
Value ($000) $758 Shares 7,526 Est. Cost $85.13 Unrealized +0.9%
ALL ALLSTATE CORP 0.1%
Value ($000) $747 Shares 7,932 Est. Cost $57.46 Unrealized +33.8%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $738 Shares 2,611 Est. Cost $263.57 Unrealized
BIIB BIOGEN INC. 0.1%
Value ($000) $716 Shares 3,030 Est. Cost $268.69 Unrealized +17.2%
STT STATE STREET CORP 0.1%
Value ($000) $715 Shares 10,865 Est. Cost $56.34 Unrealized -1.7%
GPC GENUINE PARTS CO 0.1%
Value ($000) $713 Shares 6,367 Est. Cost $50.42 Unrealized +68.1%
SO SOUTHERN COMPANY 0.1%
Value ($000) $711 Shares 13,756 Est. Cost $26.24 Unrealized +42.6%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $709 Shares 10,911 Est. Cost $53.56 Unrealized -5.0%
USB US BANCORP 0.1%
Value ($000) $707 Shares 14,667 Est. Cost $28.01 Unrealized +34.3%
IJS ISHARES S&P SMALL CAP 600/VALU 0.1%
Value ($000) $697 Shares 4,727 Est. Cost $101.14 Unrealized
MCK MCKESSON CORPORATION 0.1%
Value ($000) $688 Shares 5,881 Est. Cost $109.74 Unrealized +6.9%
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $684 Shares 13,319 Est. Cost $39.12 Unrealized
SYMANTEC CORP 0.1%
Value ($000) $659 Shares 28,673 Est. Cost $23.88 Unrealized
BROOKLINE BANCORP INC 0.1%
Value ($000) $658 Shares 45,697 Est. Cost $9.15 Unrealized
CELGENE CORPORATION 0.1%
Value ($000) $648 Shares 6,865 Est. Cost $103.00 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $640 Shares 8,092 Est. Cost $54.29 Unrealized +23.8%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $639 Shares 2,369 Est. Cost $59.99 Unrealized +306.2%
ITA ISHARES U.S. AEROSPACE & DEFEN 0.1%
Value ($000) $637 Shares 3,194 Est. Cost $190.64 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $635 Shares 6,976 Est. Cost $61.66 Unrealized +20.5%
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $612 Shares 8,231 Est. Cost $44.14 Unrealized +34.3%
OGE OGE ENERGY CORP 0.1%
Value ($000) $591 Shares 13,705 Est. Cost $31.12 Unrealized +33.1%
IFF INTERNATIONAL FLAVORS & FRAGRA 0.1%
Value ($000) $583 Shares 4,527 Est. Cost $95.33 Unrealized +15.8%
EWQ ISHARES INC MSCI FRANCE INDEX 0.1%
Value ($000) $564 Shares 19,155 Est. Cost $24.08 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $557 Shares 6,198 Est. Cost $86.58 Unrealized -12.7%
IBB ISHARES NASDAQ BIOTECH ETF 0.1%
Value ($000) $550 Shares 4,916 Est. Cost $108.66 Unrealized
ADBE ADOBE INCORPORATED 0.1%
Value ($000) $547 Shares 2,052 Est. Cost $247.50 Unrealized +1.9%
DUK DUKE ENERGY CORP COM 0.1%
Value ($000) $538 Shares 5,982 Est. Cost $41.80 Unrealized +60.1%
OHI OMEGA HEALTHCARE INVESTORS INC 0.1%
Value ($000) $533 Shares 13,976 Est. Cost $34.04 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $531 Shares 6,617 Est. Cost $46.57 Unrealized +30.3%
SL GREEN REALTY CORPORATION 0.1%
Value ($000) $531 Shares 5,900 Est. Cost $79.39 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $528 Shares 9,195 Est. Cost $19.39 Unrealized +53.3%
XEL XCEL ENERGY INC 0.1%
Value ($000) $525 Shares 9,339 Est. Cost $19.04 Unrealized +126.5%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $519 Shares 11,919 Est. Cost $57.46 Unrealized -37.8%
MARATHON OIL CORP 0.1%
Value ($000) $519 Shares 31,053 Est. Cost $26.08 Unrealized
TD TORONTO DOMINION BANK ONTARIO 0.1%
Value ($000) $517 Shares 9,514 Est. Cost $49.68 Unrealized +11.3%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $506 Shares 5,181 Est. Cost $13.50 Unrealized +21.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $506 Shares 1,465 Est. Cost $255.90 Unrealized
RGA REINSURANCE GROUP OF AMERICA 0.1%
Value ($000) $495 Shares 3,484 Est. Cost $109.04 Unrealized +32.0%
CRL CHARLES RIVER LABORATORIES INT 0.1%
Value ($000) $493 Shares 3,393 Est. Cost $92.40 Unrealized +42.2%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $491 Shares 9,875 Est. Cost $19.06 Unrealized +113.9%
FFIV F5 NETWORKS INCORPORATED 0.1%
Value ($000) $483 Shares 3,076 Est. Cost $124.05 Unrealized +29.7%
HILLENBRAND INCORPORATED 0.1%
Value ($000) $481 Shares 11,585 Est. Cost $38.05 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG CO LT 0.1%
Value ($000) $478 Shares 11,676 Est. Cost $31.44 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $474 Shares 2,345 Est. Cost $31.68 Unrealized +43.1%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $472 Shares 3,888 Est. Cost $57.48 Unrealized +57.7%
NUE NUCOR CORP 0.1%
Value ($000) $471 Shares 8,067 Est. Cost $37.39 Unrealized +35.6%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $470 Shares 5,538 Est. Cost $36.98 Unrealized +68.7%
HYMB SPDR NUVEEN S&P HI YIELD MUNI 0.1%
Value ($000) $438 Shares 7,624 Est. Cost $55.61 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $431 Shares 6,069 Est. Cost $36.52 Unrealized +47.8%
BIDU BAIDU INC SPONSORED ADR 0.1%
Value ($000) $426 Shares 2,584 Est. Cost $164.86 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $425 Shares 2,150 Est. Cost $110.46 Unrealized +51.3%
L3 TECHNOLOGIES INC 0.1%
Value ($000) $420 Shares 2,033 Est. Cost $177.05 Unrealized
CHE CHEMED CORPORATION 0.1%
Value ($000) $419 Shares 1,308 Est. Cost $240.99 Unrealized +24.6%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $410 Shares 3,625 Est. Cost $62.21 Unrealized +47.1%
ELV ANTHEM INC 0.0%
Value ($000) $401 Shares 1,398 Est. Cost $118.58 Unrealized +122.4%
DHI D R HORTON INC 0.0%
Value ($000) $398 Shares 9,623 Est. Cost $23.18 Unrealized +57.0%
DOV DOVER CORP 0.0%
Value ($000) $388 Shares 4,141 Est. Cost $38.94 Unrealized +100.7%
AQUA AMERICA INC 0.0%
Value ($000) $374 Shares 10,250 Est. Cost $29.84 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $369 Shares 2,297 Est. Cost $80.98 Unrealized +56.7%
MAS MASCO CORP 0.0%
Value ($000) $355 Shares 9,037 Est. Cost $21.54 Unrealized +48.1%
AJG ARTHUR J GALLAGHER & CO 0.0%
Value ($000) $353 Shares 4,517 Est. Cost $44.13 Unrealized +59.9%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $350 Shares 4,179 Est. Cost $47.67 Unrealized +31.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $348 Shares 3,483 Est. Cost $48.36 Unrealized +72.6%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $347 Shares 1,673 Est. Cost $134.73 Unrealized +30.9%
O REALTY INCOME CORP 0.0%
Value ($000) $347 Shares 4,712 Est. Cost $35.15 Unrealized +35.3%
MAR MARRIOTT INTL INC A 0.0%
Value ($000) $343 Shares 2,746 Est. Cost $78.90 Unrealized +41.4%
FMC FMC CORP 0.0%
Value ($000) $338 Shares 4,403 Est. Cost $31.36 Unrealized +92.7%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $336 Shares 6,730 Est. Cost $21.31 Unrealized +81.9%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $334 Shares 6,630 Est. Cost $35.73 Unrealized +18.5%
CB CHUBB LIMITED 0.0%
Value ($000) $324 Shares 2,312 Est. Cost $99.64 Unrealized +19.0%
ICF ISHARES COHEN & STEERS REIT ET 0.0%
Value ($000) $322 Shares 2,900 Est. Cost $102.76 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $319 Shares 2,556 Est. Cost $39.26 Unrealized +104.0%
CI CIGNA CORPORATION 0.0%
Value ($000) $318 Shares 1,976 Est. Cost $190.77 Unrealized -12.5%
BB&T CORP 0.0%
Value ($000) $315 Shares 6,765 Est. Cost $47.47 Unrealized
TDY TELEDYNE TECHNOLOGIES INCORPOR 0.0%
Value ($000) $312 Shares 1,316 Est. Cost $176.34 Unrealized +28.5%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $311 Shares 910 Est. Cost $271.91 Unrealized +7.2%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $311 Shares 3,522 Est. Cost $49.74 Unrealized +12.7%
EWA ISHARES MSCI AUSTRALIA INDEX F 0.0%
Value ($000) $308 Shares 14,313 Est. Cost $26.14 Unrealized
AMEDISYS INCORPORATED 0.0%
Value ($000) $306 Shares 2,484 Est. Cost $123.19 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.0%
Value ($000) $301 Shares 1 Est. Cost $230816.08 Unrealized +31.2%
FEDERATED PREMIER MUNI INCOME 0.0%
Value ($000) $299 Shares 22,256 Est. Cost $14.02 Unrealized
SUNTRUST BANKS INC 0.0%
Value ($000) $297 Shares 5,008 Est. Cost $41.37 Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $290 Shares 7,502 Est. Cost $39.04 Unrealized
KLAC KLA - TENCOR CORPORATION 0.0%
Value ($000) $289 Shares 2,421 Est. Cost $98.08 Unrealized 0.0%
EL LAUDER ESTEE COMPANIES CLASS A 0.0%
Value ($000) $288 Shares 1,741 Est. Cost $75.79 Unrealized +77.5%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $285 Shares 4,697 Est. Cost $60.68 Unrealized
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $285 Shares 5,728 Est. Cost $31.88 Unrealized +16.6%
WAB WABTEC CORPORATION 0.0%
Value ($000) $282 Shares 3,831 Est. Cost $69.17 Unrealized 0.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $281 Shares 2,531 Est. Cost $108.67 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $276 Shares 1,569 Est. Cost $142.15 Unrealized 0.0%
VCIT VANGUARD INTER TERM CORP BOND 0.0%
Value ($000) $276 Shares 3,177 Est. Cost $87.46 Unrealized
AME AMETEK INC 0.0%
Value ($000) $274 Shares 3,301 Est. Cost $49.70 Unrealized +46.0%
ETN EATON CORP PLC 0.0%
Value ($000) $268 Shares 3,323 Est. Cost $67.05 Unrealized -0.8%
WESTERN ASSET MUNICIPAL PART F 0.0%
Value ($000) $267 Shares 18,505 Est. Cost $15.24 Unrealized
HPQ HP INC 0.0%
Value ($000) $255 Shares 13,125 Est. Cost $9.63 Unrealized +73.5%
WELLCARE GROUP INCORPORATED 0.0%
Value ($000) $255 Shares 946 Est. Cost $269.56 Unrealized
RED HAT INCORPORATED 0.0%
Value ($000) $254 Shares 1,390 Est. Cost $125.69 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND 0.0%
Value ($000) $254 Shares 2,058 Est. Cost $121.59 Unrealized
PYPL PAYPAL HOLDINGS INCORPORATED 0.0%
Value ($000) $254 Shares 2,446 Est. Cost $79.51 Unrealized +18.8%
ROYAL DUTCH SHELL PLC SPONS AD 0.0%
Value ($000) $246 Shares 3,842 Est. Cost $72.05 Unrealized
KDP KEURIG DR PEPPER INCORPORATED 0.0%
Value ($000) $245 Shares 8,766 Est. Cost $21.47 Unrealized +6.3%
TPR TAPESTRY INCORPORATED 0.0%
Value ($000) $244 Shares 7,498 Est. Cost $32.95 Unrealized -11.7%
WESTERN ASSET MANAGED MUNI FD 0.0%
Value ($000) $239 Shares 18,122 Est. Cost $14.07 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $238 Shares 1,314 Est. Cost $107.43 Unrealized +45.1%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $235 Shares 9,191 Est. Cost $22.70 Unrealized 0.0%
WY WEYERHAEUSER CO REIT 0.0%
Value ($000) $232 Shares 8,791 Est. Cost $19.29 Unrealized 0.0%
LEN LENNAR CORP CL A 0.0%
Value ($000) $232 Shares 4,731 Est. Cost $41.59 Unrealized 0.0%
NEUBERGER BERMAN MUNICIPAL FUN 0.0%
Value ($000) $231 Shares 16,070 Est. Cost $14.81 Unrealized
GENERAL AMERICAN INVESTORS 0.0%
Value ($000) $230 Shares 6,914 Est. Cost $33.27 Unrealized
THG HANOVER INS GROUP INC 0.0%
Value ($000) $228 Shares 2,001 Est. Cost $80.77 Unrealized +18.9%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $227 Shares 4,516 Est. Cost $37.93 Unrealized 0.0%
SMG SCOTTS MIRACLE-GRO CO/THE 0.0%
Value ($000) $226 Shares 2,874 Est. Cost $58.70 Unrealized 0.0%
NTRS NORTHERN TRUST CORPORATION 0.0%
Value ($000) $226 Shares 2,500 Est. Cost $67.73 Unrealized +7.7%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $225 Shares 17,748 Est. Cost $9.75 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $224 Shares 1,636 Est. Cost $110.26 Unrealized 0.0%
IEF ISHARES 7-10 YEAR TREAS BOND E 0.0%
Value ($000) $221 Shares 2,068 Est. Cost $106.87 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $220 Shares 4,747 Est. Cost $27.06 Unrealized +17.5%
INVESCO MUN OPPORTUNITY TRUST 0.0%
Value ($000) $220 Shares 18,420 Est. Cost $12.38 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $220 Shares 1,519 Est. Cost $144.83 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $217 Shares 1,700 Est. Cost $107.44 Unrealized 0.0%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $216 Shares 5,655 Est. Cost $28.15 Unrealized 0.0%
CNC CENTENE CORPORATION 0.0%
Value ($000) $216 Shares 4,059 Est. Cost $60.70 Unrealized 0.0%
AES AES CORP 0.0%
Value ($000) $213 Shares 11,770 Est. Cost $7.45 Unrealized +76.6%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $209 Shares 5,923 Est. Cost $29.28 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $205 Shares 6,681 Est. Cost $24.79 Unrealized 0.0%
CITRIX SYSTEMS INCORPORATED 0.0%
Value ($000) $200 Shares 2,007 Est. Cost $92.92 Unrealized
NUVEEN AMT-FREE QUALITY MUNI I 0.0%
Value ($000) $187 Shares 13,960 Est. Cost $13.75 Unrealized
NUVEEN QUALITY MUNICIPAL INCOM 0.0%
Value ($000) $177 Shares 13,025 Est. Cost $14.05 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COM 0.0%
Value ($000) $176 Shares 11,422 Est. Cost $6.50 Unrealized +90.3%
XMHIX PIONEER MUNICIPAL HIGH INCOME 0.0%
Value ($000) $155 Shares 12,950 Est. Cost $11.81 Unrealized
22ND CENTURY GROUP INCORPORATE 0.0%
Value ($000) $148 Shares 86,725 Est. Cost $2.12 Unrealized
WESTERN ASSET INTERMEDIATE MUN 0.0%
Value ($000) $133 Shares 15,110 Est. Cost $9.33 Unrealized