BAR HARBOR WEALTH MANAGEMENT Diversified Active

CIK: 0001035463 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 1, 2019

Total Value ($000): $859,807 (100.0% shares, 0.0% debt)

Holdings (307)

XLK SPDR - TECHNOLOGY SECTOR 5.0%
Value ($000) $43,258 Shares 554,304 Est. Cost $33.96 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BO 3.8%
Value ($000) $32,856 Shares 295,067 Est. Cost $108.67 Unrealized
IVV ISHARES CORE S&P 500 ETF 3.8%
Value ($000) $32,822 Shares 111,354 Est. Cost $168.95 Unrealized
JNJ JOHNSON & JOHNSON 2.9%
Value ($000) $24,920 Shares 178,918 Est. Cost $55.35 Unrealized +107.3%
IJR ISHARES CORE S&P SMALL-CAP ETF 2.3%
Value ($000) $19,950 Shares 254,854 Est. Cost $80.77 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 2.3%
Value ($000) $19,533 Shares 100,552 Est. Cost $115.67 Unrealized
XLY SPDR - CONSUMER DISC SECTOR 2.2%
Value ($000) $18,822 Shares 157,901 Est. Cost $54.42 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $18,098 Shares 91,439 Est. Cost $29.82 Unrealized +56.4%
XOM EXXON MOBIL CORP 2.0%
Value ($000) $17,456 Shares 227,800 Est. Cost $53.18 Unrealized +7.0%
XLV SPDR - HEALTHCARE SECTOR 2.0%
Value ($000) $16,813 Shares 181,489 Est. Cost $47.70 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $13,738 Shares 102,553 Est. Cost $34.63 Unrealized +245.1%
ABT ABBOTT LABS 1.6%
Value ($000) $13,647 Shares 162,266 Est. Cost $34.07 Unrealized +106.1%
CVX CHEVRON CORPORATION 1.6%
Value ($000) $13,522 Shares 108,662 Est. Cost $67.62 Unrealized +33.4%
XLI SPDR - INDUSTRIAL SECTOR 1.6%
Value ($000) $13,503 Shares 174,408 Est. Cost $41.87 Unrealized
XLF SPDR - FINANCIAL SECTOR 1.6%
Value ($000) $13,371 Shares 484,446 Est. Cost $18.76 Unrealized
CL COLGATE PALMOLIVE CO 1.5%
Value ($000) $12,770 Shares 178,172 Est. Cost $42.89 Unrealized +41.8%
MRK MERCK & CO INC 1.4%
Value ($000) $12,419 Shares 148,105 Est. Cost $29.57 Unrealized +110.1%
MMM 3M CO 1.4%
Value ($000) $12,408 Shares 71,584 Est. Cost $58.84 Unrealized +105.0%
PFE PFIZER INC 1.4%
Value ($000) $11,957 Shares 276,019 Est. Cost $16.68 Unrealized +75.2%
SYY SYSCO CORP 1.3%
Value ($000) $11,480 Shares 162,324 Est. Cost $24.59 Unrealized +142.2%
XLP SPDR - CONSUMER STAPLES SECTOR 1.3%
Value ($000) $11,069 Shares 190,615 Est. Cost $41.30 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 1.3%
Value ($000) $10,853 Shares 65,646 Est. Cost $79.90 Unrealized +76.4%
IBM INTERNATIONAL BUSINESS MACHINE 1.2%
Value ($000) $10,170 Shares 73,746 Est. Cost $117.45 Unrealized -16.0%
LLY ELI LILLY & CO 1.2%
Value ($000) $10,169 Shares 91,782 Est. Cost $42.08 Unrealized +156.7%
CAT CATERPILLAR INC 1.2%
Value ($000) $9,998 Shares 73,357 Est. Cost $79.76 Unrealized +43.8%
UPS UNITED PARCEL SERVICE 1.2%
Value ($000) $9,904 Shares 95,906 Est. Cost $62.55 Unrealized +28.1%
ABBV ABBVIE INC 1.0%
Value ($000) $8,512 Shares 117,058 Est. Cost $24.00 Unrealized +147.4%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $8,050 Shares 72,006 Est. Cost $37.13 Unrealized +147.8%
COST COSTCO WHOLESALE CORP 0.9%
Value ($000) $7,955 Shares 30,104 Est. Cost $162.16 Unrealized +39.7%
INTC INTEL CORP 0.9%
Value ($000) $7,837 Shares 163,716 Est. Cost $19.08 Unrealized +125.9%
PEP PEPSICO INC 0.9%
Value ($000) $7,623 Shares 58,136 Est. Cost $52.98 Unrealized +97.7%
DD DUPONT DE NEMOURS INCORPORATED 0.9%
Value ($000) $7,457 Shares 99,333 Est. Cost $27.24 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $7,264 Shares 66,251 Est. Cost $55.79 Unrealized +62.2%
GENERAL ELECTRIC CO 0.8%
Value ($000) $6,927 Shares 659,760 Est. Cost $23.31 Unrealized
XLE SPDR - ENERGY SECTOR 0.8%
Value ($000) $6,913 Shares 108,500 Est. Cost $78.50 Unrealized
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $6,043 Shares 110,422 Est. Cost $20.61 Unrealized +119.2%
LQD ISHARES IBOXX INVEST GRADE COR 0.7%
Value ($000) $5,780 Shares 46,477 Est. Cost $118.61 Unrealized
AMZN AMAZON.COM INC 0.7%
Value ($000) $5,679 Shares 2,999 Est. Cost $63.21 Unrealized +47.4%
WALGREENS BOOTS ALLIANCE INC 0.7%
Value ($000) $5,645 Shares 103,255 Est. Cost $84.53 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.7%
Value ($000) $5,612 Shares 26,328 Est. Cost $163.34 Unrealized +26.7%
TMO THERMO FISHER SCIENTIFIC INC. 0.6%
Value ($000) $5,579 Shares 18,997 Est. Cost $95.95 Unrealized +182.1%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $5,480 Shares 95,926 Est. Cost $24.95 Unrealized +60.4%
GOOGL ALPHABET INC CL A 0.6%
Value ($000) $5,441 Shares 5,025 Est. Cost $42.87 Unrealized +34.0%
DOW DOW INCORPORATED 0.6%
Value ($000) $5,188 Shares 105,205 Est. Cost $36.37 Unrealized 0.0%
MCD MCDONALDS CORP 0.6%
Value ($000) $5,144 Shares 24,769 Est. Cost $77.79 Unrealized +118.2%
BALL BALL CORP 0.6%
Value ($000) $5,060 Shares 72,291 Est. Cost $35.46 Unrealized +62.4%
WMT WALMART INCORPORATED 0.6%
Value ($000) $4,967 Shares 44,957 Est. Cost $24.76 Unrealized +26.4%
APD AIR PRODUCTS & CHEMICALS INC 0.6%
Value ($000) $4,960 Shares 21,909 Est. Cost $119.04 Unrealized +48.1%
EMR EMERSON ELECTRIC CO 0.6%
Value ($000) $4,932 Shares 73,915 Est. Cost $39.67 Unrealized +44.9%
KO COCA COLA CO 0.5%
Value ($000) $4,605 Shares 90,428 Est. Cost $25.89 Unrealized +54.2%
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.5%
Value ($000) $4,440 Shares 23,779 Est. Cost $168.92 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $4,378 Shares 21,049 Est. Cost $74.66 Unrealized +127.1%
BP BP P.L.C. 0.5%
Value ($000) $4,375 Shares 104,906 Est. Cost $37.39 Unrealized
V VISA INCORPORATED 0.5%
Value ($000) $4,353 Shares 25,083 Est. Cost $77.60 Unrealized +101.4%
NKE NIKE INC CL B 0.5%
Value ($000) $4,319 Shares 51,444 Est. Cost $39.79 Unrealized +93.7%
T AT&T INC 0.5%
Value ($000) $4,228 Shares 126,186 Est. Cost $11.19 Unrealized +34.7%
MA MASTERCARD INC CL A 0.5%
Value ($000) $3,988 Shares 15,075 Est. Cost $95.28 Unrealized +153.3%
TXN TEXAS INSTRUMENTS INC 0.5%
Value ($000) $3,889 Shares 33,888 Est. Cost $37.55 Unrealized +147.1%
VWO VANGUARD FTSE EMERGING MARKETS 0.4%
Value ($000) $3,844 Shares 90,384 Est. Cost $40.52 Unrealized
BA BOEING CO 0.4%
Value ($000) $3,738 Shares 10,269 Est. Cost $177.65 Unrealized +101.1%
EFA ISHARES MSCI EAFE ETF 0.4%
Value ($000) $3,679 Shares 55,971 Est. Cost $59.20 Unrealized
DHR DANAHER CORP 0.4%
Value ($000) $3,670 Shares 25,677 Est. Cost $25.78 Unrealized +345.9%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $3,546 Shares 17,308 Est. Cost $14.11 Unrealized +196.2%
VEA VANGUARD FTSE DEVELOPED MARKET 0.4%
Value ($000) $3,541 Shares 84,899 Est. Cost $40.70 Unrealized
BHB BAR HARBOR BANKSHARES - NON MA 0.4%
Value ($000) $3,519 Shares 132,330 Est. Cost $21.13 Unrealized -7.0%
GLAXOSMITHKLINE PLC ADR 0.4%
Value ($000) $3,420 Shares 85,464 Est. Cost $46.91 Unrealized
BDX BECTON DICKINSON 0.4%
Value ($000) $3,390 Shares 13,453 Est. Cost $146.14 Unrealized +43.5%
META FACEBOOK INCORPORATED CLASS A 0.4%
Value ($000) $3,337 Shares 17,290 Est. Cost $158.00 Unrealized +14.8%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $3,170 Shares 24,348 Est. Cost $94.37 Unrealized
CTVA CORTEVA INCORPORATED 0.3%
Value ($000) $2,956 Shares 99,974 Est. Cost $25.02 Unrealized 0.0%
XLB SPDR - MATERIALS SECTOR 0.3%
Value ($000) $2,741 Shares 46,857 Est. Cost $40.54 Unrealized
CSX CSX CORP 0.3%
Value ($000) $2,737 Shares 35,379 Est. Cost $9.01 Unrealized +161.4%
FXI ISHARES FTSE CHINA 25 INDEX FU 0.3%
Value ($000) $2,711 Shares 63,378 Est. Cost $38.37 Unrealized
MBB ISHARES MBS ETF 0.3%
Value ($000) $2,657 Shares 24,692 Est. Cost $106.65 Unrealized
KELLOGG CO 0.3%
Value ($000) $2,650 Shares 49,461 Est. Cost $37.66 Unrealized +10.7%
EEM ISHARES MSCI EMERGING MKTS IND 0.3%
Value ($000) $2,624 Shares 61,156 Est. Cost $41.97 Unrealized
LOW LOWE'S COMPANIES INC 0.3%
Value ($000) $2,593 Shares 25,698 Est. Cost $30.76 Unrealized +203.8%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $2,545 Shares 19,096 Est. Cost $65.81 Unrealized +55.3%
GIS GENERAL MILLS INC 0.3%
Value ($000) $2,532 Shares 48,205 Est. Cost $33.97 Unrealized +21.4%
AMT AMERICAN TOWER CORP REIT 0.3%
Value ($000) $2,529 Shares 12,369 Est. Cost $130.41 Unrealized +29.0%
XLU SPDR - UTILITIES SECTOR 0.3%
Value ($000) $2,520 Shares 42,256 Est. Cost $39.81 Unrealized
EMB ISHARES JP MORGAN EMERGING BON 0.3%
Value ($000) $2,475 Shares 21,843 Est. Cost $114.86 Unrealized
CMCSA COMCAST CORP CLASS A 0.3%
Value ($000) $2,450 Shares 57,938 Est. Cost $32.15 Unrealized +10.5%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $2,444 Shares 13,997 Est. Cost $66.61 Unrealized +108.2%
XLRE SPDR REAL ESTATE SECTOR ETF 0.3%
Value ($000) $2,399 Shares 65,234 Est. Cost $32.72 Unrealized
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $2,387 Shares 11,973 Est. Cost $54.54 Unrealized +217.8%
PNC PNC FINANCIAL SERVICES GROUP 0.3%
Value ($000) $2,253 Shares 16,412 Est. Cost $51.18 Unrealized +103.4%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $2,246 Shares 39,428 Est. Cost $30.30 Unrealized +62.2%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $2,209 Shares 9,052 Est. Cost $71.67 Unrealized +200.7%
GXC SPDR S&P CHINA ETF 0.3%
Value ($000) $2,151 Shares 22,506 Est. Cost $78.92 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $2,124 Shares 11,528 Est. Cost $117.83 Unrealized +24.1%
HYG ISHARES IBOXX HIGH YIELD CORP 0.2%
Value ($000) $2,052 Shares 23,534 Est. Cost $92.26 Unrealized
CORESITE REALTY CORPORATION 0.2%
Value ($000) $1,990 Shares 17,279 Est. Cost $97.67 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $1,968 Shares 19,730 Est. Cost $32.73 Unrealized +163.6%
TKR TIMKEN CO 0.2%
Value ($000) $1,913 Shares 37,262 Est. Cost $35.08 Unrealized +36.2%
EPP ISHARES MSCI PACIFIC EX - JAPA 0.2%
Value ($000) $1,910 Shares 40,438 Est. Cost $48.40 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value ($000) $1,883 Shares 21,990 Est. Cost $44.93 Unrealized +40.2%
BAX BAXTER INTERNATIONAL INCORPORA 0.2%
Value ($000) $1,835 Shares 22,405 Est. Cost $40.72 Unrealized +68.2%
WFC WELLS FARGO & CO 0.2%
Value ($000) $1,814 Shares 38,333 Est. Cost $26.20 Unrealized +49.2%
DIS DISNEY WALT CO 0.2%
Value ($000) $1,791 Shares 12,826 Est. Cost $71.91 Unrealized +78.0%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,768 Shares 4,862 Est. Cost $177.01 Unrealized +58.1%
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $1,752 Shares 11,615 Est. Cost $52.93 Unrealized +142.9%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $1,742 Shares 38,416 Est. Cost $28.10 Unrealized +28.5%
BLACKROCK INCORPORATED 0.2%
Value ($000) $1,692 Shares 3,605 Est. Cost $316.69 Unrealized
IGIB ISHARES INTERMEDIATE TERM CORP 0.2%
Value ($000) $1,622 Shares 28,475 Est. Cost $80.18 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,620 Shares 13,121 Est. Cost $66.77 Unrealized +61.0%
ILMN ILLUMINA INCORPORATED 0.2%
Value ($000) $1,615 Shares 4,386 Est. Cost $308.75 Unrealized +2.3%
XLC SPDR - COMMUNICATION SVCS SECT 0.2%
Value ($000) $1,599 Shares 32,481 Est. Cost $48.16 Unrealized
SPG SIMON PROPERTY GROUP INCORPORA 0.2%
Value ($000) $1,584 Shares 9,916 Est. Cost $111.97 Unrealized +6.4%
ECL ECOLAB INC. 0.2%
Value ($000) $1,529 Shares 7,743 Est. Cost $117.90 Unrealized +46.9%
BBY BEST BUY INC 0.2%
Value ($000) $1,511 Shares 21,663 Est. Cost $37.57 Unrealized +43.3%
ROK ROCKWELL AUTOMATION, INC 0.2%
Value ($000) $1,430 Shares 8,730 Est. Cost $105.58 Unrealized +42.0%
RAYTHEON CO 0.2%
Value ($000) $1,386 Shares 7,970 Est. Cost $103.55 Unrealized
D DOMINION ENERGY INC 0.2%
Value ($000) $1,368 Shares 17,693 Est. Cost $32.59 Unrealized +74.4%
VTR VENTAS INCORPORATED 0.2%
Value ($000) $1,364 Shares 19,949 Est. Cost $45.04 Unrealized +8.4%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $1,359 Shares 7,991 Est. Cost $92.09 Unrealized +69.9%
NVDA NVIDIA CORP 0.2%
Value ($000) $1,341 Shares 8,165 Est. Cost $4.49 Unrealized -8.3%
TJX TJX COMPANIES INCORPORATED 0.2%
Value ($000) $1,321 Shares 24,980 Est. Cost $42.25 Unrealized +15.2%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $1,319 Shares 1,220 Est. Cost $39.09 Unrealized +46.5%
IEMG ISHARES INC CORE MSCI EMKT 0.2%
Value ($000) $1,317 Shares 25,609 Est. Cost $53.65 Unrealized
LAMR LAMAR ADVERTISING CO CLASS A 0.1%
Value ($000) $1,280 Shares 15,864 Est. Cost $66.06 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,275 Shares 20,901 Est. Cost $38.99 Unrealized +26.3%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1,274 Shares 7,006 Est. Cost $75.19 Unrealized +96.5%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $1,244 Shares 11,022 Est. Cost $63.09 Unrealized +52.1%
NJR NEW JERSEY RESOURCES CORP 0.1%
Value ($000) $1,234 Shares 24,787 Est. Cost $37.11 Unrealized +4.2%
IVW ISHARES S&P 500 GROWTH INDEX F 0.1%
Value ($000) $1,202 Shares 6,705 Est. Cost $82.51 Unrealized
BABA ALIBABA GROUP HOLDING LTDADR 0.1%
Value ($000) $1,191 Shares 7,030 Est. Cost $164.53 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.1%
Value ($000) $1,165 Shares 34,526 Est. Cost $31.43 Unrealized
CFR CULLEN/FROST BANKERS INC 0.1%
Value ($000) $1,165 Shares 12,440 Est. Cost $47.06 Unrealized +69.5%
EWU ISHARES MSCI UNITED KINGDOM ET 0.1%
Value ($000) $1,160 Shares 35,895 Est. Cost $30.80 Unrealized
TIP ISHARES BARCLAYS TIPS BOND ETF 0.1%
Value ($000) $1,154 Shares 9,994 Est. Cost $121.26 Unrealized
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $1,140 Shares 15,600 Est. Cost $52.64 Unrealized +30.6%
AFL AFLAC INC 0.1%
Value ($000) $1,104 Shares 20,150 Est. Cost $32.48 Unrealized +35.7%
EZA ISHARES MSCI SOUTH AFRICA IDX 0.1%
Value ($000) $1,102 Shares 20,162 Est. Cost $63.93 Unrealized
NFLX NETFLIX INCORPORATED 0.1%
Value ($000) $1,078 Shares 2,935 Est. Cost $34.80 Unrealized +3.7%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $1,065 Shares 23,708 Est. Cost $27.74 Unrealized +41.9%
AWK AMERICAN WATER WORKS COMPANY I 0.1%
Value ($000) $1,065 Shares 9,180 Est. Cost $66.82 Unrealized +45.9%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $1,060 Shares 5,383 Est. Cost $190.67 Unrealized -8.1%
DE DEERE & CO 0.1%
Value ($000) $1,017 Shares 6,138 Est. Cost $84.59 Unrealized +67.2%
NVS NOVARTIS AG ADR 0.1%
Value ($000) $1,014 Shares 11,104 Est. Cost $72.46 Unrealized
IJT ISHARES S&P SMALLCAP 600/GRO I 0.1%
Value ($000) $994 Shares 5,446 Est. Cost $96.67 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $950 Shares 5,620 Est. Cost $76.11 Unrealized +94.2%
CVS CVS HEALTH CORP 0.1%
Value ($000) $942 Shares 17,288 Est. Cost $58.22 Unrealized -25.2%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $936 Shares 8,111 Est. Cost $50.51 Unrealized +92.5%
OHI OMEGA HEALTHCARE INVESTORS INC 0.1%
Value ($000) $921 Shares 25,069 Est. Cost $35.24 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 0.1%
Value ($000) $916 Shares 4,048 Est. Cost $133.33 Unrealized
ZTS ZOETIS INCORPORATED 0.1%
Value ($000) $913 Shares 8,045 Est. Cost $86.04 Unrealized +15.4%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $905 Shares 3,974 Est. Cost $100.43 Unrealized +105.7%
EWH ISHARES MSCI HONG KONG INDEX F 0.1%
Value ($000) $897 Shares 34,673 Est. Cost $19.90 Unrealized
PLD PROLOGIS INC REIT 0.1%
Value ($000) $888 Shares 11,084 Est. Cost $63.35 Unrealized 0.0%
ITOT ISHARES CORE S&P TOTAL US STOC 0.1%
Value ($000) $872 Shares 13,084 Est. Cost $56.87 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $865 Shares 10,607 Est. Cost $31.14 Unrealized +62.2%
MDT MEDTRONIC PLC 0.1%
Value ($000) $855 Shares 8,783 Est. Cost $64.65 Unrealized +17.8%
GLW CORNING INC 0.1%
Value ($000) $855 Shares 25,715 Est. Cost $10.80 Unrealized +146.5%
EPS WISDOMTREE US LARGECAP FUND 0.1%
Value ($000) $852 Shares 25,901 Est. Cost $39.35 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE I 0.1%
Value ($000) $844 Shares 5,293 Est. Cost $101.96 Unrealized
SDY SPDR S&P DIVIDEND 0.1%
Value ($000) $842 Shares 8,343 Est. Cost $74.54 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $840 Shares 8,433 Est. Cost $76.75 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $836 Shares 8,937 Est. Cost $52.68 Unrealized +30.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $831 Shares 10,103 Est. Cost $22.84 Unrealized +204.5%
EWBC EAST WEST BANCORP INCORPORATED 0.1%
Value ($000) $827 Shares 17,687 Est. Cost $18.94 Unrealized +112.6%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $826 Shares 5,329 Est. Cost $49.12 Unrealized +38.0%
ALL ALLSTATE CORP 0.1%
Value ($000) $799 Shares 7,862 Est. Cost $57.46 Unrealized +45.3%
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $787 Shares 14,089 Est. Cost $37.71 Unrealized +17.4%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $778 Shares 2,656 Est. Cost $264.06 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $765 Shares 2,369 Est. Cost $59.99 Unrealized +345.5%
MCK MCKESSON CORPORATION 0.1%
Value ($000) $761 Shares 5,662 Est. Cost $109.74 Unrealized +8.3%
CDK GLOBAL HOLDINGS INC 0.1%
Value ($000) $754 Shares 15,260 Est. Cost $42.08 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.1%
Value ($000) $748 Shares 13,702 Est. Cost $48.87 Unrealized
ADBE ADOBE INCORPORATED 0.1%
Value ($000) $747 Shares 2,536 Est. Cost $253.27 Unrealized +9.7%
SO SOUTHERN COMPANY 0.1%
Value ($000) $735 Shares 13,298 Est. Cost $26.24 Unrealized +57.6%
TSM TAIWAN SEMICONDUCTOR MFG CO LT 0.1%
Value ($000) $726 Shares 18,542 Est. Cost $34.30 Unrealized
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $723 Shares 8,626 Est. Cost $45.22 Unrealized +50.2%
XYL XYLEM INC 0.1%
Value ($000) $712 Shares 8,517 Est. Cost $55.25 Unrealized +33.2%
IJS ISHARES S&P SMALL CAP 600/VALU 0.1%
Value ($000) $705 Shares 4,742 Est. Cost $101.14 Unrealized
BROOKLINE BANCORP INC 0.1%
Value ($000) $703 Shares 45,697 Est. Cost $9.15 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $678 Shares 10,032 Est. Cost $53.56 Unrealized -5.1%
EWG ISHARES MSCI GERMANY INDEX 0.1%
Value ($000) $669 Shares 23,867 Est. Cost $25.22 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $659 Shares 6,367 Est. Cost $50.42 Unrealized +69.5%
ITA ISHARES U.S. AEROSPACE & DEFEN 0.1%
Value ($000) $653 Shares 3,047 Est. Cost $190.64 Unrealized
BIIB BIOGEN INC. 0.1%
Value ($000) $651 Shares 2,783 Est. Cost $268.69 Unrealized -14.1%
EL LAUDER ESTEE COMPANIES CLASS A 0.1%
Value ($000) $645 Shares 3,525 Est. Cost $116.86 Unrealized +34.3%
BHP BILLITON PLC SPONSORED ADR 0.1%
Value ($000) $635 Shares 12,418 Est. Cost $51.14 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $630 Shares 6,186 Est. Cost $86.58 Unrealized -2.6%
EQR EQUITY RESIDENTIAL REIT 0.1%
Value ($000) $628 Shares 8,272 Est. Cost $59.32 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $627 Shares 5,766 Est. Cost $14.02 Unrealized +32.9%
SYMANTEC CORP 0.1%
Value ($000) $624 Shares 28,673 Est. Cost $23.88 Unrealized
RGA REINSURANCE GROUP OF AMERICA 0.1%
Value ($000) $620 Shares 3,971 Est. Cost $114.02 Unrealized +31.3%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $600 Shares 1,637 Est. Cost $302.75 Unrealized +12.8%
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $588 Shares 11,006 Est. Cost $39.12 Unrealized
OGE OGE ENERGY CORP 0.1%
Value ($000) $583 Shares 13,705 Est. Cost $31.12 Unrealized +36.0%
CTAS CINTAS CORP 0.1%
Value ($000) $574 Shares 2,421 Est. Cost $32.31 Unrealized +60.3%
XEL XCEL ENERGY INC 0.1%
Value ($000) $556 Shares 9,339 Est. Cost $19.04 Unrealized +146.5%
TD TORONTO DOMINION BANK ONTARIO 0.1%
Value ($000) $555 Shares 9,514 Est. Cost $49.68 Unrealized +13.2%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $543 Shares 9,750 Est. Cost $19.06 Unrealized +139.2%
CELGENE CORPORATION 0.1%
Value ($000) $540 Shares 5,846 Est. Cost $103.00 Unrealized
IFF INTERNATIONAL FLAVORS & FRAGRA 0.1%
Value ($000) $538 Shares 3,711 Est. Cost $95.33 Unrealized +22.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $519 Shares 1,465 Est. Cost $255.90 Unrealized
HILLENBRAND INCORPORATED 0.1%
Value ($000) $515 Shares 13,025 Est. Cost $38.22 Unrealized
MAR MARRIOTT INTL INC A 0.1%
Value ($000) $510 Shares 3,638 Est. Cost $90.51 Unrealized +39.5%
IBB ISHARES NASDAQ BIOTECH ETF 0.1%
Value ($000) $506 Shares 4,634 Est. Cost $108.66 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $495 Shares 12,444 Est. Cost $56.45 Unrealized -40.4%
L3 TECHNOLOGIES INC 0.1%
Value ($000) $493 Shares 2,010 Est. Cost $177.05 Unrealized
USB US BANCORP 0.1%
Value ($000) $488 Shares 9,306 Est. Cost $28.01 Unrealized +39.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $486 Shares 5,538 Est. Cost $36.98 Unrealized +83.5%
CRL CHARLES RIVER LABORATORIES INT 0.1%
Value ($000) $486 Shares 3,425 Est. Cost $92.40 Unrealized +46.8%
KLAC KLA - TENCOR CORPORATION 0.1%
Value ($000) $480 Shares 4,064 Est. Cost $101.34 Unrealized +4.7%
SL GREEN REALTY CORPORATION 0.1%
Value ($000) $467 Shares 5,809 Est. Cost $79.39 Unrealized
STT STATE STREET CORP 0.1%
Value ($000) $462 Shares 8,237 Est. Cost $56.34 Unrealized -11.2%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $460 Shares 6,069 Est. Cost $36.52 Unrealized +58.4%
SYK STRYKER CORP 0.1%
Value ($000) $456 Shares 2,220 Est. Cost $112.59 Unrealized +57.9%
EWQ ISHARES INC MSCI FRANCE INDEX 0.1%
Value ($000) $453 Shares 14,764 Est. Cost $24.08 Unrealized
DUK DUKE ENERGY CORP COM 0.1%
Value ($000) $449 Shares 5,094 Est. Cost $41.80 Unrealized +62.1%
HYMB SPDR NUVEEN S&P HI YIELD MUNI 0.1%
Value ($000) $446 Shares 7,624 Est. Cost $55.61 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $444 Shares 1,975 Est. Cost $142.43 Unrealized +29.9%
MARATHON OIL CORP 0.1%
Value ($000) $441 Shares 31,053 Est. Cost $26.08 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $437 Shares 5,040 Est. Cost $46.57 Unrealized +45.4%
AQUA AMERICA INC 0.0%
Value ($000) $424 Shares 10,250 Est. Cost $29.84 Unrealized
CHE CHEMED CORPORATION 0.0%
Value ($000) $420 Shares 1,164 Est. Cost $240.99 Unrealized +35.7%
NUE NUCOR CORP 0.0%
Value ($000) $418 Shares 7,587 Est. Cost $37.39 Unrealized +28.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $415 Shares 8,762 Est. Cost $19.39 Unrealized +59.5%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $400 Shares 3,457 Est. Cost $62.21 Unrealized +56.6%
AJG ARTHUR J GALLAGHER & CO 0.0%
Value ($000) $396 Shares 4,517 Est. Cost $44.13 Unrealized +74.0%
ELV ANTHEM INC 0.0%
Value ($000) $395 Shares 1,398 Est. Cost $118.58 Unrealized +110.7%
MAS MASCO CORP 0.0%
Value ($000) $375 Shares 9,559 Est. Cost $22.26 Unrealized +55.4%
CLX CLOROX CO 0.0%
Value ($000) $373 Shares 2,437 Est. Cost $83.54 Unrealized +50.4%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $368 Shares 4,179 Est. Cost $47.67 Unrealized +43.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $367 Shares 3,313 Est. Cost $48.36 Unrealized +90.1%
FMC FMC CORP 0.0%
Value ($000) $365 Shares 4,403 Est. Cost $31.36 Unrealized +107.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $363 Shares 6,730 Est. Cost $21.31 Unrealized +107.0%
DEO DIAGEO PLC 0.0%
Value ($000) $362 Shares 2,100 Est. Cost $172.38 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $360 Shares 3,596 Est. Cost $38.94 Unrealized +123.9%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $349 Shares 5,686 Est. Cost $60.80 Unrealized
KDP KEURIG DR PEPPER INCORPORATED 0.0%
Value ($000) $343 Shares 11,871 Est. Cost $22.18 Unrealized +9.1%
IEI ISHARES 3-7 YEAR TREASURY BOND 0.0%
Value ($000) $341 Shares 2,713 Est. Cost $122.58 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $341 Shares 2,312 Est. Cost $99.64 Unrealized +29.8%
ICF ISHARES COHEN & STEERS REIT ET 0.0%
Value ($000) $337 Shares 2,989 Est. Cost $103.05 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $330 Shares 2,713 Est. Cost $57.48 Unrealized +72.2%
VCIT VANGUARD INTER TERM CORP BOND 0.0%
Value ($000) $329 Shares 3,667 Est. Cost $87.76 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $327 Shares 2,556 Est. Cost $39.26 Unrealized +118.5%
O REALTY INCOME CORP 0.0%
Value ($000) $325 Shares 4,712 Est. Cost $35.15 Unrealized +40.7%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.0%
Value ($000) $318 Shares 1 Est. Cost $230816.08 Unrealized +34.7%
SUNTRUST BANKS INC 0.0%
Value ($000) $310 Shares 4,939 Est. Cost $41.37 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $307 Shares 3,906 Est. Cost $50.58 Unrealized +15.2%
FEDERATED PREMIER MUNI INCOME 0.0%
Value ($000) $306 Shares 22,256 Est. Cost $14.02 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $304 Shares 1,644 Est. Cost $143.13 Unrealized +14.4%
EWA ISHARES MSCI AUSTRALIA INDEX F 0.0%
Value ($000) $303 Shares 13,449 Est. Cost $26.14 Unrealized
IEF ISHARES 7-10 YEAR TREAS BOND E 0.0%
Value ($000) $303 Shares 2,752 Est. Cost $107.67 Unrealized
TDY TELEDYNE TECHNOLOGIES INCORPOR 0.0%
Value ($000) $301 Shares 1,100 Est. Cost $176.34 Unrealized +41.3%
AMEDISYS INCORPORATED 0.0%
Value ($000) $298 Shares 2,451 Est. Cost $123.19 Unrealized
NTRS NORTHERN TRUST CORPORATION 0.0%
Value ($000) $296 Shares 3,293 Est. Cost $69.49 Unrealized +7.9%
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $294 Shares 7,423 Est. Cost $39.04 Unrealized
SMG SCOTTS MIRACLE-GRO CO/THE 0.0%
Value ($000) $294 Shares 2,989 Est. Cost $59.13 Unrealized +17.9%
PYPL PAYPAL HOLDINGS INCORPORATED 0.0%
Value ($000) $294 Shares 2,567 Est. Cost $80.97 Unrealized +36.6%
PSA PUBLIC STORAGE INC 0.0%
Value ($000) $293 Shares 1,229 Est. Cost $173.84 Unrealized 0.0%
LABORATORY CORP OF AMERICA HOL 0.0%
Value ($000) $292 Shares 1,686 Est. Cost $173.19 Unrealized
CE CELANESE CORPORATION CLASS A 0.0%
Value ($000) $291 Shares 2,699 Est. Cost $91.40 Unrealized 0.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $286 Shares 2,531 Est. Cost $108.67 Unrealized
AME AMETEK INC 0.0%
Value ($000) $284 Shares 3,131 Est. Cost $49.70 Unrealized +64.9%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $283 Shares 6,405 Est. Cost $35.73 Unrealized +8.6%
WY WEYERHAEUSER CO REIT 0.0%
Value ($000) $282 Shares 10,700 Est. Cost $19.36 Unrealized +1.8%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $279 Shares 9,191 Est. Cost $22.70 Unrealized +25.7%
ETN EATON CORP PLC 0.0%
Value ($000) $277 Shares 3,323 Est. Cost $67.05 Unrealized +6.5%
WESTERN ASSET MUNICIPAL PART F 0.0%
Value ($000) $276 Shares 18,505 Est. Cost $15.24 Unrealized
CNC CENTENE CORPORATION 0.0%
Value ($000) $273 Shares 5,204 Est. Cost $59.23 Unrealized -8.8%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $272 Shares 9,375 Est. Cost $24.50 Unrealized 0.0%
WELLCARE GROUP INCORPORATED 0.0%
Value ($000) $265 Shares 931 Est. Cost $269.56 Unrealized
WAB WABTEC CORPORATION 0.0%
Value ($000) $264 Shares 3,672 Est. Cost $69.17 Unrealized -1.5%
SHY ISHARES BARCLAYS 1-3 YR TREAS 0.0%
Value ($000) $264 Shares 3,114 Est. Cost $84.78 Unrealized
RED HAT INCORPORATED 0.0%
Value ($000) $261 Shares 1,390 Est. Cost $125.69 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $257 Shares 3,375 Est. Cost $62.71 Unrealized 0.0%
THG HANOVER INS GROUP INC 0.0%
Value ($000) $257 Shares 2,001 Est. Cost $80.77 Unrealized +26.6%
IRM IRON MOUNTAIN INC REIT 0.0%
Value ($000) $254 Shares 8,112 Est. Cost $23.07 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $254 Shares 4,384 Est. Cost $37.93 Unrealized +12.3%
ROYAL DUTCH SHELL PLC SPONS AD 0.0%
Value ($000) $253 Shares 3,842 Est. Cost $72.05 Unrealized
AVGO BROADCOM INCORPORATED 0.0%
Value ($000) $251 Shares 871 Est. Cost $24.38 Unrealized 0.0%
HEALTHCARE RLTY TRUST REIT 0.0%
Value ($000) $251 Shares 8,001 Est. Cost $31.37 Unrealized
FFIV F5 NETWORKS INCORPORATED 0.0%
Value ($000) $248 Shares 1,704 Est. Cost $124.05 Unrealized +20.7%
WESTERN ASSET MANAGED MUNI FD 0.0%
Value ($000) $248 Shares 18,122 Est. Cost $14.07 Unrealized
GENERAL AMERICAN INVESTORS 0.0%
Value ($000) $245 Shares 6,914 Est. Cost $33.27 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $245 Shares 1,636 Est. Cost $110.26 Unrealized +13.4%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $241 Shares 17,438 Est. Cost $9.75 Unrealized +0.9%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $240 Shares 13,205 Est. Cost $17.79 Unrealized 0.0%
DHI D R HORTON INC 0.0%
Value ($000) $238 Shares 5,511 Est. Cost $23.18 Unrealized +78.1%
NEUBERGER BERMAN MUNICIPAL FUN 0.0%
Value ($000) $234 Shares 16,070 Est. Cost $14.81 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC 0.0%
Value ($000) $233 Shares 1,822 Est. Cost $107.51 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $227 Shares 8,132 Est. Cost $21.06 Unrealized 0.0%
INVESCO MUN OPPORTUNITY TRUST 0.0%
Value ($000) $227 Shares 18,420 Est. Cost $12.38 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $227 Shares 5,655 Est. Cost $28.15 Unrealized +12.3%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $222 Shares 2,444 Est. Cost $79.83 Unrealized 0.0%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $219 Shares 5,818 Est. Cost $29.28 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $216 Shares 1,439 Est. Cost $144.83 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $216 Shares 1,314 Est. Cost $107.43 Unrealized +44.2%
HPQ HP INC 0.0%
Value ($000) $215 Shares 10,351 Est. Cost $9.63 Unrealized +63.3%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $211 Shares 1,793 Est. Cost $107.62 Unrealized +3.1%
BB&T CORP 0.0%
Value ($000) $209 Shares 4,250 Est. Cost $47.47 Unrealized
VRSN VERISIGN INCORPORATED 0.0%
Value ($000) $209 Shares 1,001 Est. Cost $194.66 Unrealized 0.0%
VMC VULCAN MATERIALS COMPANY 0.0%
Value ($000) $207 Shares 1,510 Est. Cost $120.56 Unrealized 0.0%
TPR TAPESTRY INCORPORATED 0.0%
Value ($000) $202 Shares 6,376 Est. Cost $32.95 Unrealized -20.6%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $202 Shares 4,672 Est. Cost $27.06 Unrealized +15.9%
AES AES CORP 0.0%
Value ($000) $197 Shares 11,770 Est. Cost $7.45 Unrealized +79.3%
NUVEEN AMT-FREE QUALITY MUNI I 0.0%
Value ($000) $193 Shares 13,960 Est. Cost $13.75 Unrealized
NUVEEN QUALITY MUNICIPAL INCOM 0.0%
Value ($000) $182 Shares 13,025 Est. Cost $14.05 Unrealized
22ND CENTURY GROUP INCORPORATE 0.0%
Value ($000) $181 Shares 86,725 Est. Cost $2.12 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COM 0.0%
Value ($000) $171 Shares 11,422 Est. Cost $6.50 Unrealized +88.5%
XMHIX PIONEER MUNICIPAL HIGH INCOME 0.0%
Value ($000) $158 Shares 12,950 Est. Cost $11.81 Unrealized
WESTERN ASSET INTERMEDIATE MUN 0.0%
Value ($000) $135 Shares 15,110 Est. Cost $9.33 Unrealized