BAR HARBOR WEALTH MANAGEMENT Diversified Active

CIK: 0001035463 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 7, 2019

Total Value ($000): $860,969 (100.0% shares, 0.0% debt)

Holdings (300)

XLK SPDR - TECHNOLOGY SECTOR 5.2%
Value ($000) $44,595 Shares 553,770 Est. Cost $33.96 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BO 4.0%
Value ($000) $34,444 Shares 304,356 Est. Cost $108.81 Unrealized
IVV ISHARES CORE S&P 500 ETF 3.9%
Value ($000) $33,229 Shares 111,311 Est. Cost $168.95 Unrealized
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $23,002 Shares 177,786 Est. Cost $55.35 Unrealized +98.7%
AAPL APPLE INC 2.4%
Value ($000) $20,753 Shares 92,659 Est. Cost $30.09 Unrealized +66.9%
IJR ISHARES CORE S&P SMALL-CAP ETF 2.3%
Value ($000) $19,610 Shares 251,933 Est. Cost $80.77 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 2.2%
Value ($000) $19,136 Shares 99,030 Est. Cost $115.67 Unrealized
XLY SPDR - CONSUMER DISC SECTOR 2.2%
Value ($000) $18,983 Shares 157,274 Est. Cost $54.42 Unrealized
XLV SPDR - HEALTHCARE SECTOR 1.9%
Value ($000) $16,302 Shares 180,871 Est. Cost $47.70 Unrealized
XOM EXXON MOBIL CORP 1.9%
Value ($000) $16,162 Shares 228,890 Est. Cost $53.18 Unrealized +1.1%
MSFT MICROSOFT CORP 1.7%
Value ($000) $14,333 Shares 103,094 Est. Cost $34.63 Unrealized +275.1%
ABT ABBOTT LABS 1.6%
Value ($000) $13,608 Shares 162,643 Est. Cost $34.07 Unrealized +123.3%
XLF SPDR - FINANCIAL SECTOR 1.5%
Value ($000) $13,251 Shares 473,247 Est. Cost $18.76 Unrealized
XLI SPDR - INDUSTRIAL SECTOR 1.5%
Value ($000) $13,201 Shares 170,051 Est. Cost $41.87 Unrealized
CL COLGATE PALMOLIVE CO 1.5%
Value ($000) $13,069 Shares 177,785 Est. Cost $42.89 Unrealized +45.8%
CVX CHEVRON CORPORATION 1.5%
Value ($000) $12,937 Shares 109,085 Est. Cost $67.62 Unrealized +35.4%
SYY SYSCO CORP 1.5%
Value ($000) $12,865 Shares 162,023 Est. Cost $24.59 Unrealized +151.2%
MRK MERCK & CO INC 1.5%
Value ($000) $12,525 Shares 148,784 Est. Cost $29.57 Unrealized +121.4%
XLP SPDR - CONSUMER STAPLES SECTOR 1.4%
Value ($000) $11,624 Shares 189,257 Est. Cost $41.30 Unrealized
UPS UNITED PARCEL SERVICE 1.3%
Value ($000) $11,006 Shares 91,854 Est. Cost $62.55 Unrealized +42.2%
MMM 3M CO 1.2%
Value ($000) $10,642 Shares 64,733 Est. Cost $58.84 Unrealized +88.0%
IBM INTERNATIONAL BUSINESS MACHINE 1.2%
Value ($000) $10,614 Shares 72,987 Est. Cost $117.45 Unrealized -12.8%
ADP AUTOMATIC DATA PROCESSING INC 1.2%
Value ($000) $10,599 Shares 65,659 Est. Cost $79.90 Unrealized +80.2%
LLY ELI LILLY & CO 1.2%
Value ($000) $10,234 Shares 91,512 Est. Cost $42.08 Unrealized +144.1%
PFE PFIZER INC 1.2%
Value ($000) $10,174 Shares 283,161 Est. Cost $16.94 Unrealized +59.5%
CAT CATERPILLAR INC 1.1%
Value ($000) $9,127 Shares 72,258 Est. Cost $79.76 Unrealized +39.3%
COST COSTCO WHOLESALE CORP 1.0%
Value ($000) $8,865 Shares 30,768 Est. Cost $164.19 Unrealized +56.1%
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $8,311 Shares 66,820 Est. Cost $55.79 Unrealized +81.0%
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $8,236 Shares 69,977 Est. Cost $37.13 Unrealized +156.1%
ABBV ABBVIE INC 1.0%
Value ($000) $8,200 Shares 108,293 Est. Cost $24.00 Unrealized +119.1%
INTC INTEL CORP 1.0%
Value ($000) $8,197 Shares 159,074 Est. Cost $19.08 Unrealized +125.5%
PEP PEPSICO INC 0.9%
Value ($000) $7,977 Shares 58,187 Est. Cost $52.98 Unrealized +106.4%
DD DUPONT DE NEMOURS INCORPORATED 0.8%
Value ($000) $6,815 Shares 95,569 Est. Cost $27.24 Unrealized -4.9%
GOOGL ALPHABET INC CL A 0.7%
Value ($000) $6,394 Shares 5,236 Est. Cost $43.51 Unrealized +35.1%
XLE SPDR - ENERGY SECTOR 0.7%
Value ($000) $6,334 Shares 106,999 Est. Cost $78.50 Unrealized
LQD ISHARES IBOXX INVEST GRADE COR 0.7%
Value ($000) $6,096 Shares 47,821 Est. Cost $118.86 Unrealized
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $5,818 Shares 96,395 Est. Cost $24.95 Unrealized +62.1%
AMZN AMAZON.COM INC 0.7%
Value ($000) $5,775 Shares 3,327 Est. Cost $66.12 Unrealized +40.2%
WALGREENS BOOTS ALLIANCE INC 0.7%
Value ($000) $5,693 Shares 102,930 Est. Cost $84.53 Unrealized
WMT WALMART INCORPORATED 0.6%
Value ($000) $5,583 Shares 47,045 Est. Cost $25.19 Unrealized +36.8%
TMO THERMO FISHER SCIENTIFIC INC. 0.6%
Value ($000) $5,530 Shares 18,987 Est. Cost $95.95 Unrealized +193.5%
BRK/B BERKSHIRE HATHAWAY INC 0.6%
Value ($000) $5,492 Shares 26,401 Est. Cost $163.34 Unrealized +26.1%
MCD MCDONALDS CORP 0.6%
Value ($000) $5,393 Shares 25,117 Est. Cost $79.27 Unrealized +133.1%
BALL BALL CORP 0.6%
Value ($000) $5,264 Shares 72,291 Est. Cost $35.46 Unrealized +95.2%
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $5,211 Shares 105,472 Est. Cost $20.61 Unrealized +107.6%
APD AIR PRODUCTS & CHEMICALS INC 0.6%
Value ($000) $5,118 Shares 23,067 Est. Cost $122.73 Unrealized +56.9%
HD HOME DEPOT INC 0.6%
Value ($000) $4,958 Shares 21,367 Est. Cost $76.33 Unrealized +145.1%
KO COCA COLA CO 0.6%
Value ($000) $4,911 Shares 90,204 Est. Cost $25.89 Unrealized +69.7%
EMR EMERSON ELECTRIC CO 0.6%
Value ($000) $4,872 Shares 72,875 Est. Cost $39.67 Unrealized +37.0%
NKE NIKE INC CL B 0.6%
Value ($000) $4,796 Shares 51,062 Est. Cost $39.79 Unrealized +97.9%
V VISA INCORPORATED 0.5%
Value ($000) $4,693 Shares 27,281 Est. Cost $85.07 Unrealized +100.2%
DOW DOW INCORPORATED 0.5%
Value ($000) $4,498 Shares 94,395 Est. Cost $36.37 Unrealized -10.0%
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.5%
Value ($000) $4,492 Shares 23,789 Est. Cost $168.92 Unrealized
TXN TEXAS INSTRUMENTS INC 0.5%
Value ($000) $4,481 Shares 34,672 Est. Cost $39.02 Unrealized +163.6%
T AT&T INC 0.5%
Value ($000) $4,418 Shares 116,750 Est. Cost $11.19 Unrealized +51.9%
MA MASTERCARD INC CL A 0.5%
Value ($000) $4,258 Shares 15,678 Est. Cost $101.85 Unrealized +161.3%
BA BOEING CO 0.5%
Value ($000) $4,072 Shares 10,703 Est. Cost $184.73 Unrealized +90.7%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $4,049 Shares 17,380 Est. Cost $14.11 Unrealized +227.8%
BP BP P.L.C. 0.5%
Value ($000) $3,994 Shares 105,136 Est. Cost $37.39 Unrealized
DHR DANAHER CORP 0.5%
Value ($000) $3,984 Shares 27,584 Est. Cost $32.41 Unrealized +275.6%
VWO VANGUARD FTSE EMERGING MARKETS 0.4%
Value ($000) $3,638 Shares 90,370 Est. Cost $40.52 Unrealized
GLAXOSMITHKLINE PLC ADR 0.4%
Value ($000) $3,620 Shares 84,818 Est. Cost $46.91 Unrealized
EFA ISHARES MSCI EAFE ETF 0.4%
Value ($000) $3,612 Shares 55,388 Est. Cost $59.20 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 0.4%
Value ($000) $3,570 Shares 86,900 Est. Cost $40.71 Unrealized
META FACEBOOK INCORPORATED CLASS A 0.4%
Value ($000) $3,482 Shares 19,552 Est. Cost $161.56 Unrealized +16.8%
BDX BECTON DICKINSON 0.4%
Value ($000) $3,425 Shares 13,538 Est. Cost $146.14 Unrealized +53.0%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $3,307 Shares 24,224 Est. Cost $94.37 Unrealized
AMT AMERICAN TOWER CORP REIT 0.4%
Value ($000) $3,262 Shares 14,750 Est. Cost $138.96 Unrealized +32.0%
BHB BAR HARBOR BANKSHARES - NON MA 0.4%
Value ($000) $3,092 Shares 124,008 Est. Cost $21.13 Unrealized -12.6%
KELLOGG CO 0.3%
Value ($000) $2,998 Shares 46,586 Est. Cost $37.66 Unrealized +20.4%
LOW LOWE'S COMPANIES INC 0.3%
Value ($000) $2,793 Shares 25,397 Est. Cost $30.76 Unrealized +205.7%
CMCSA COMCAST CORP CLASS A 0.3%
Value ($000) $2,762 Shares 61,272 Est. Cost $32.44 Unrealized +15.6%
XLRE SPDR REAL ESTATE SECTOR ETF 0.3%
Value ($000) $2,733 Shares 69,462 Est. Cost $33.12 Unrealized
GIS GENERAL MILLS INC 0.3%
Value ($000) $2,718 Shares 49,308 Est. Cost $34.18 Unrealized +27.0%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $2,694 Shares 18,963 Est. Cost $65.81 Unrealized +66.7%
XLU SPDR - UTILITIES SECTOR 0.3%
Value ($000) $2,670 Shares 41,239 Est. Cost $39.81 Unrealized
CTVA CORTEVA INCORPORATED 0.3%
Value ($000) $2,663 Shares 95,124 Est. Cost $25.02 Unrealized +6.6%
XLB SPDR - MATERIALS SECTOR 0.3%
Value ($000) $2,615 Shares 44,935 Est. Cost $40.54 Unrealized
MBB ISHARES MBS ETF 0.3%
Value ($000) $2,584 Shares 23,856 Est. Cost $106.65 Unrealized
GENERAL ELECTRIC CO 0.3%
Value ($000) $2,545 Shares 284,661 Est. Cost $23.31 Unrealized
EEM ISHARES MSCI EMERGING MKTS IND 0.3%
Value ($000) $2,419 Shares 59,198 Est. Cost $41.97 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $2,391 Shares 14,133 Est. Cost $66.61 Unrealized +109.1%
FXI ISHARES FTSE CHINA 25 INDEX FU 0.3%
Value ($000) $2,373 Shares 59,614 Est. Cost $38.37 Unrealized
CSX CSX CORP 0.3%
Value ($000) $2,343 Shares 33,829 Est. Cost $9.01 Unrealized +137.0%
EMB ISHARES JP MORGAN EMERGING BON 0.3%
Value ($000) $2,334 Shares 20,588 Est. Cost $114.86 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $2,174 Shares 16,680 Est. Cost $86.32 Unrealized +55.5%
CORESITE REALTY CORPORATION 0.2%
Value ($000) $2,152 Shares 17,659 Est. Cost $98.19 Unrealized
ORCL ORACLE CORPORATION 0.2%
Value ($000) $2,130 Shares 38,698 Est. Cost $30.30 Unrealized +66.2%
PNC PNC FINANCIAL SERVICES GROUP 0.2%
Value ($000) $2,129 Shares 15,187 Est. Cost $51.18 Unrealized +110.3%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $2,085 Shares 9,595 Est. Cost $79.90 Unrealized +171.7%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $2,027 Shares 11,280 Est. Cost $54.54 Unrealized +196.1%
HYG ISHARES IBOXX HIGH YIELD CORP 0.2%
Value ($000) $2,026 Shares 23,246 Est. Cost $92.26 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $2,007 Shares 20,064 Est. Cost $33.70 Unrealized +168.7%
BAX BAXTER INTERNATIONAL INCORPORA 0.2%
Value ($000) $1,966 Shares 22,475 Est. Cost $40.72 Unrealized +85.5%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $1,904 Shares 37,541 Est. Cost $28.10 Unrealized +30.8%
AMGN AMGEN INC 0.2%
Value ($000) $1,901 Shares 9,823 Est. Cost $117.83 Unrealized +34.1%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $1,895 Shares 22,228 Est. Cost $45.12 Unrealized +38.4%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,850 Shares 4,744 Est. Cost $177.01 Unrealized +78.8%
GXC SPDR S&P CHINA ETF 0.2%
Value ($000) $1,847 Shares 20,462 Est. Cost $78.92 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $1,735 Shares 11,084 Est. Cost $52.93 Unrealized +146.0%
IGIB ISHARES INTERMEDIATE TERM CORP 0.2%
Value ($000) $1,637 Shares 28,260 Est. Cost $80.18 Unrealized
VTR VENTAS INCORPORATED 0.2%
Value ($000) $1,625 Shares 22,249 Est. Cost $46.07 Unrealized +19.3%
ECL ECOLAB INC. 0.2%
Value ($000) $1,622 Shares 8,189 Est. Cost $121.67 Unrealized +53.8%
TKR TIMKEN CO 0.2%
Value ($000) $1,621 Shares 37,262 Est. Cost $35.08 Unrealized +26.0%
BLACKROCK INCORPORATED 0.2%
Value ($000) $1,603 Shares 3,596 Est. Cost $316.69 Unrealized
XLC SPDR - COMMUNICATION SVCS SECT 0.2%
Value ($000) $1,540 Shares 31,095 Est. Cost $48.16 Unrealized
RAYTHEON CO 0.2%
Value ($000) $1,538 Shares 7,840 Est. Cost $103.55 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,536 Shares 12,989 Est. Cost $66.77 Unrealized +68.6%
NVDA NVIDIA CORP 0.2%
Value ($000) $1,521 Shares 8,738 Est. Cost $4.47 Unrealized -6.4%
TJX TJX COMPANIES INCORPORATED 0.2%
Value ($000) $1,504 Shares 26,978 Est. Cost $42.83 Unrealized +17.0%
WFC WELLS FARGO & CO 0.2%
Value ($000) $1,504 Shares 29,822 Est. Cost $26.20 Unrealized +51.9%
EPP ISHARES MSCI PACIFIC EX - JAPA 0.2%
Value ($000) $1,481 Shares 33,099 Est. Cost $48.40 Unrealized
GOOG ALPHABET INC CL C 0.2%
Value ($000) $1,469 Shares 1,205 Est. Cost $39.09 Unrealized +50.2%
BBY BEST BUY INC 0.2%
Value ($000) $1,457 Shares 21,124 Est. Cost $37.57 Unrealized +44.2%
D DOMINION ENERGY INC 0.2%
Value ($000) $1,452 Shares 17,919 Est. Cost $32.92 Unrealized +77.4%
NJR NEW JERSEY RESOURCES CORP 0.2%
Value ($000) $1,389 Shares 30,724 Est. Cost $37.09 Unrealized -0.2%
ILMN ILLUMINA INCORPORATED 0.2%
Value ($000) $1,373 Shares 4,514 Est. Cost $308.36 Unrealized -4.4%
LAMR LAMAR ADVERTISING CO CLASS A 0.2%
Value ($000) $1,361 Shares 16,607 Est. Cost $66.77 Unrealized
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $1,306 Shares 7,231 Est. Cost $92.09 Unrealized +68.3%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $1,283 Shares 17,053 Est. Cost $54.14 Unrealized +29.7%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1,282 Shares 11,151 Est. Cost $65.40 Unrealized +60.7%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1,268 Shares 6,938 Est. Cost $75.19 Unrealized +113.3%
EWU ISHARES MSCI UNITED KINGDOM ET 0.1%
Value ($000) $1,235 Shares 39,285 Est. Cost $30.85 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $1,208 Shares 10,812 Est. Cost $63.09 Unrealized +59.9%
ROK ROCKWELL AUTOMATION, INC 0.1%
Value ($000) $1,202 Shares 7,292 Est. Cost $105.58 Unrealized +33.6%
OHI OMEGA HEALTHCARE INVESTORS INC 0.1%
Value ($000) $1,199 Shares 28,699 Est. Cost $36.06 Unrealized
IVW ISHARES S&P 500 GROWTH INDEX F 0.1%
Value ($000) $1,193 Shares 6,626 Est. Cost $82.51 Unrealized
PLD PROLOGIS INC REIT 0.1%
Value ($000) $1,192 Shares 13,987 Est. Cost $64.58 Unrealized +7.3%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $1,146 Shares 22,969 Est. Cost $27.74 Unrealized +63.4%
EQR EQUITY RESIDENTIAL REIT 0.1%
Value ($000) $1,146 Shares 13,283 Est. Cost $61.09 Unrealized +4.8%
ZTS ZOETIS INCORPORATED 0.1%
Value ($000) $1,146 Shares 9,196 Est. Cost $89.61 Unrealized +27.8%
TIP ISHARES BARCLAYS TIPS BOND ETF 0.1%
Value ($000) $1,144 Shares 9,840 Est. Cost $121.26 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $1,142 Shares 5,508 Est. Cost $190.44 Unrealized -5.0%
AWK AMERICAN WATER WORKS COMPANY I 0.1%
Value ($000) $1,140 Shares 9,180 Est. Cost $66.82 Unrealized +60.2%
CVS CVS HEALTH CORP 0.1%
Value ($000) $1,083 Shares 17,174 Est. Cost $58.22 Unrealized -16.9%
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,076 Shares 18,891 Est. Cost $38.99 Unrealized +16.2%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $1,072 Shares 4,374 Est. Cost $112.91 Unrealized +109.9%
BABA ALIBABA GROUP HOLDING LTDADR 0.1%
Value ($000) $1,066 Shares 6,375 Est. Cost $164.53 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $1,043 Shares 19,934 Est. Cost $32.48 Unrealized +39.7%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,024 Shares 9,431 Est. Cost $66.23 Unrealized +32.2%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $1,009 Shares 6,453 Est. Cost $52.92 Unrealized +34.0%
DE DEERE & CO 0.1%
Value ($000) $982 Shares 5,821 Est. Cost $84.59 Unrealized +72.6%
UNP UNION PAC CORP 0.1%
Value ($000) $974 Shares 6,013 Est. Cost $80.66 Unrealized +80.8%
IJT ISHARES S&P SMALLCAP 600/GRO I 0.1%
Value ($000) $965 Shares 5,411 Est. Cost $96.67 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOC 0.1%
Value ($000) $949 Shares 14,155 Est. Cost $57.64 Unrealized
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $947 Shares 2,655 Est. Cost $320.76 Unrealized +9.0%
NVS NOVARTIS AG ADR 0.1%
Value ($000) $941 Shares 10,830 Est. Cost $72.46 Unrealized
EZA ISHARES MSCI SOUTH AFRICA IDX 0.1%
Value ($000) $941 Shares 19,821 Est. Cost $63.93 Unrealized
SPG SIMON PROPERTY GROUP INCORPORA 0.1%
Value ($000) $924 Shares 5,934 Est. Cost $111.97 Unrealized -2.7%
PSX PHILLIPS 66 0.1%
Value ($000) $906 Shares 8,849 Est. Cost $52.68 Unrealized +46.7%
IJK ISHARES S&P MIDCAP 400 GROWTH 0.1%
Value ($000) $898 Shares 4,010 Est. Cost $133.33 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $896 Shares 16,997 Est. Cost $37.70 Unrealized +18.5%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $881 Shares 2,351 Est. Cost $59.99 Unrealized +431.3%
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $881 Shares 9,966 Est. Cost $49.99 Unrealized +61.3%
TSM TAIWAN SEMICONDUCTOR MFG CO LT 0.1%
Value ($000) $873 Shares 18,790 Est. Cost $34.46 Unrealized
NFLX NETFLIX INCORPORATED 0.1%
Value ($000) $862 Shares 3,221 Est. Cost $34.49 Unrealized -9.3%
SDY SPDR S&P DIVIDEND 0.1%
Value ($000) $856 Shares 8,343 Est. Cost $74.54 Unrealized
EPS WISDOMTREE US LARGECAP FUND 0.1%
Value ($000) $850 Shares 25,352 Est. Cost $39.35 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $844 Shares 7,762 Est. Cost $57.46 Unrealized +56.0%
IJJ ISHARES S&P MIDCAP 400 VALUE I 0.1%
Value ($000) $826 Shares 5,166 Est. Cost $101.96 Unrealized
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $821 Shares 13,517 Est. Cost $37.71 Unrealized +14.3%
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $816 Shares 8,003 Est. Cost $76.75 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $815 Shares 9,848 Est. Cost $22.84 Unrealized +202.6%
SO SOUTHERN COMPANY 0.1%
Value ($000) $807 Shares 13,058 Est. Cost $26.24 Unrealized +72.5%
ADBE ADOBE INCORPORATED 0.1%
Value ($000) $801 Shares 2,898 Est. Cost $258.10 Unrealized +13.1%
CTAS CINTAS CORP 0.1%
Value ($000) $790 Shares 2,945 Est. Cost $37.23 Unrealized +61.0%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $788 Shares 2,656 Est. Cost $264.06 Unrealized
KLAC KLA CORPORATION 0.1%
Value ($000) $741 Shares 4,646 Est. Cost $104.82 Unrealized +23.2%
MCK MCKESSON CORPORATION 0.1%
Value ($000) $736 Shares 5,387 Est. Cost $109.74 Unrealized +23.6%
GLW CORNING INC 0.1%
Value ($000) $730 Shares 25,607 Est. Cost $10.80 Unrealized +131.4%
CDK GLOBAL HOLDINGS INC 0.1%
Value ($000) $708 Shares 14,720 Est. Cost $42.08 Unrealized
IJS ISHARES S&P SMALL CAP 600/VALU 0.1%
Value ($000) $706 Shares 4,702 Est. Cost $101.14 Unrealized
EL LAUDER ESTEE COMPANIES CLASS A 0.1%
Value ($000) $691 Shares 3,475 Est. Cost $116.86 Unrealized +50.7%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $687 Shares 11,340 Est. Cost $23.51 Unrealized +116.1%
EWH ISHARES MSCI HONG KONG INDEX F 0.1%
Value ($000) $686 Shares 30,212 Est. Cost $19.90 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFEN 0.1%
Value ($000) $683 Shares 3,038 Est. Cost $190.64 Unrealized
CFR CULLEN/FROST BANKERS INC 0.1%
Value ($000) $681 Shares 7,695 Est. Cost $47.06 Unrealized +55.0%
XYL XYLEM INC 0.1%
Value ($000) $678 Shares 8,517 Est. Cost $55.25 Unrealized +31.8%
BROOKLINE BANCORP INC 0.1%
Value ($000) $673 Shares 45,697 Est. Cost $9.15 Unrealized
LHX L3 HARRIS TECHNOLOGIES INCORPO 0.1%
Value ($000) $668 Shares 3,200 Est. Cost $180.55 Unrealized 0.0%
ILF ISHARES LATIN AMERICA 40 ETF 0.1%
Value ($000) $668 Shares 21,167 Est. Cost $31.43 Unrealized
SYMANTEC CORP 0.1%
Value ($000) $659 Shares 27,881 Est. Cost $23.88 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.1%
Value ($000) $654 Shares 13,338 Est. Cost $53.65 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $642 Shares 10,127 Est. Cost $53.56 Unrealized -4.8%
FTV FORTIVE CORP 0.1%
Value ($000) $631 Shares 9,200 Est. Cost $31.14 Unrealized +44.1%
GPC GENUINE PARTS CO 0.1%
Value ($000) $629 Shares 6,312 Est. Cost $50.42 Unrealized +58.3%
OGE OGE ENERGY CORP 0.1%
Value ($000) $622 Shares 13,705 Est. Cost $31.12 Unrealized +39.2%
XEL XCEL ENERGY INC 0.1%
Value ($000) $606 Shares 9,339 Est. Cost $19.04 Unrealized +169.0%
BIIB BIOGEN INC. 0.1%
Value ($000) $593 Shares 2,548 Est. Cost $268.69 Unrealized -13.3%
EWJ ISHARES MSCI JAPAN ETF 0.1%
Value ($000) $589 Shares 10,389 Est. Cost $48.87 Unrealized
ROYAL DUTCH SHELL PLC - ADR A 0.1%
Value ($000) $578 Shares 9,829 Est. Cost $58.81 Unrealized
SHY ISHARES BARCLAYS 1-3 YR TREAS 0.1%
Value ($000) $576 Shares 6,794 Est. Cost $84.78 Unrealized
DUK DUKE ENERGY CORP COM 0.1%
Value ($000) $569 Shares 5,938 Est. Cost $45.89 Unrealized +53.7%
CELGENE CORPORATION 0.1%
Value ($000) $555 Shares 5,593 Est. Cost $103.00 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $526 Shares 9,971 Est. Cost $39.12 Unrealized
TD TORONTO DOMINION BANK ONTARIO 0.1%
Value ($000) $526 Shares 9,033 Est. Cost $49.68 Unrealized +14.4%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $523 Shares 5,538 Est. Cost $36.98 Unrealized +90.8%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $519 Shares 6,069 Est. Cost $36.52 Unrealized +72.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $516 Shares 1,465 Est. Cost $255.90 Unrealized
PSA PUBLIC STORAGE INC 0.1%
Value ($000) $504 Shares 2,053 Est. Cost $181.08 Unrealized +6.0%
FMC FMC CORP 0.1%
Value ($000) $487 Shares 5,556 Est. Cost $39.67 Unrealized +80.0%
SYK STRYKER CORP 0.1%
Value ($000) $480 Shares 2,220 Est. Cost $112.59 Unrealized +77.8%
AVB AVALONBAY COMMUNITIES INCORPOR 0.1%
Value ($000) $475 Shares 2,205 Est. Cost $167.15 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $473 Shares 4,416 Est. Cost $86.58 Unrealized +4.6%
CHE CHEMED CORPORATION 0.1%
Value ($000) $471 Shares 1,129 Est. Cost $240.99 Unrealized +65.9%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $469 Shares 8,480 Est. Cost $26.54 Unrealized +75.9%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $467 Shares 5,166 Est. Cost $14.02 Unrealized +33.7%
AQUA AMERICA INC 0.1%
Value ($000) $463 Shares 10,325 Est. Cost $29.84 Unrealized
EWBC EAST WEST BANCORP INCORPORATED 0.1%
Value ($000) $457 Shares 10,311 Est. Cost $18.94 Unrealized +96.0%
EWG ISHARES MSCI GERMANY INDEX 0.1%
Value ($000) $455 Shares 16,916 Est. Cost $25.22 Unrealized
IBB ISHARES NASDAQ BIOTECH ETF 0.1%
Value ($000) $453 Shares 4,550 Est. Cost $108.66 Unrealized
HYMB SPDR NUVEEN S&P HI YIELD MUNI 0.1%
Value ($000) $453 Shares 7,624 Est. Cost $55.61 Unrealized
CRL CHARLES RIVER LABORATORIES INT 0.1%
Value ($000) $452 Shares 3,416 Est. Cost $92.40 Unrealized +45.1%
TGT TARGET CORP 0.1%
Value ($000) $449 Shares 4,200 Est. Cost $46.57 Unrealized +72.6%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $443 Shares 2,301 Est. Cost $152.66 Unrealized +15.6%
MAS MASCO CORP 0.1%
Value ($000) $435 Shares 10,443 Est. Cost $23.43 Unrealized +54.0%
RGA REINSURANCE GROUP OF AMERICA 0.1%
Value ($000) $433 Shares 2,706 Est. Cost $114.02 Unrealized +36.0%
SL GREEN REALTY CORPORATION 0.0%
Value ($000) $425 Shares 5,196 Est. Cost $79.39 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $416 Shares 12,189 Est. Cost $56.45 Unrealized -45.2%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $411 Shares 1,940 Est. Cost $142.43 Unrealized +32.6%
USB US BANCORP 0.0%
Value ($000) $411 Shares 7,431 Est. Cost $28.01 Unrealized +46.9%
KDP KEURIG DR PEPPER INCORPORATED 0.0%
Value ($000) $409 Shares 14,956 Est. Cost $22.53 Unrealized +5.8%
AJG ARTHUR J GALLAGHER & CO 0.0%
Value ($000) $405 Shares 4,517 Est. Cost $44.13 Unrealized +88.4%
YUM YUM BRANDS INC 0.0%
Value ($000) $403 Shares 3,551 Est. Cost $51.92 Unrealized +95.5%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $388 Shares 4,145 Est. Cost $47.67 Unrealized +52.0%
CB CHUBB LIMITED 0.0%
Value ($000) $387 Shares 2,399 Est. Cost $101.08 Unrealized +37.8%
ROST ROSS STORES INCORPORATED 0.0%
Value ($000) $385 Shares 3,505 Est. Cost $99.04 Unrealized 0.0%
PYPL PAYPAL HOLDINGS INCORPORATED 0.0%
Value ($000) $381 Shares 3,682 Est. Cost $89.73 Unrealized +22.5%
EWQ ISHARES INC MSCI FRANCE INDEX 0.0%
Value ($000) $381 Shares 12,635 Est. Cost $24.08 Unrealized
PFF ISHARES PREFFERED & INCOME SEC 0.0%
Value ($000) $379 Shares 10,095 Est. Cost $37.54 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $377 Shares 30,703 Est. Cost $26.08 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $376 Shares 6,152 Est. Cost $60.82 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $370 Shares 4,874 Est. Cost $51.80 Unrealized +9.5%
CE CELANESE CORPORATION CLASS A 0.0%
Value ($000) $369 Shares 3,018 Est. Cost $92.31 Unrealized +8.3%
AME AMETEK INC 0.0%
Value ($000) $368 Shares 4,011 Est. Cost $57.35 Unrealized +47.4%
CLX CLOROX CO 0.0%
Value ($000) $368 Shares 2,420 Est. Cost $83.54 Unrealized +56.6%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $367 Shares 3,233 Est. Cost $62.21 Unrealized +64.2%
EQNR EQUINOR ASA SPONSORED ADR 0.0%
Value ($000) $362 Shares 19,101 Est. Cost $18.95 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $361 Shares 4,712 Est. Cost $35.15 Unrealized +45.9%
NVR NVR INCORPORATED 0.0%
Value ($000) $361 Shares 97 Est. Cost $3520.81 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $357 Shares 8,737 Est. Cost $19.39 Unrealized +42.3%
IEI ISHARES 3-7 YEAR TREASURY BOND 0.0%
Value ($000) $355 Shares 2,799 Est. Cost $122.71 Unrealized
TDY TELEDYNE TECHNOLOGIES INCORPOR 0.0%
Value ($000) $354 Shares 1,100 Est. Cost $176.34 Unrealized +69.3%
ICF ISHARES COHEN & STEERS REIT ET 0.0%
Value ($000) $352 Shares 2,933 Est. Cost $103.05 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $343 Shares 2,100 Est. Cost $172.38 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $336 Shares 1,398 Est. Cost $118.58 Unrealized +111.9%
VCIT VANGUARD INTER TERM CORP BOND 0.0%
Value ($000) $335 Shares 3,667 Est. Cost $87.76 Unrealized
SUNTRUST BANKS INC 0.0%
Value ($000) $331 Shares 4,809 Est. Cost $41.37 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $327 Shares 3,285 Est. Cost $38.94 Unrealized +125.1%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $321 Shares 11,020 Est. Cost $24.51 Unrealized +0.2%
WY WEYERHAEUSER CO REIT 0.0%
Value ($000) $320 Shares 11,547 Est. Cost $19.45 Unrealized +5.5%
FEDERATED PREMIER MUNI INCOME 0.0%
Value ($000) $316 Shares 22,256 Est. Cost $14.02 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $313 Shares 2,356 Est. Cost $39.26 Unrealized +126.6%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.0%
Value ($000) $312 Shares 1 Est. Cost $230816.08 Unrealized +34.1%
STT STATE STREET CORP 0.0%
Value ($000) $308 Shares 5,201 Est. Cost $56.34 Unrealized -20.1%
NTRS NORTHERN TRUST CORPORATION 0.0%
Value ($000) $307 Shares 3,293 Est. Cost $69.49 Unrealized +8.4%
NUE NUCOR CORP 0.0%
Value ($000) $299 Shares 5,867 Est. Cost $37.39 Unrealized +22.5%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $289 Shares 2,531 Est. Cost $108.67 Unrealized
IEF ISHARES 7-10 YEAR TREAS BOND E 0.0%
Value ($000) $287 Shares 2,548 Est. Cost $107.67 Unrealized
WESTERN ASSET MUNICIPAL PART F 0.0%
Value ($000) $283 Shares 18,505 Est. Cost $15.24 Unrealized
SMG SCOTTS MIRACLE-GRO CO/THE 0.0%
Value ($000) $273 Shares 2,683 Est. Cost $59.13 Unrealized +39.6%
THG HANOVER INS GROUP INC 0.0%
Value ($000) $271 Shares 2,001 Est. Cost $80.77 Unrealized +37.4%
HEALTHCARE RLTY TRUST REIT 0.0%
Value ($000) $268 Shares 8,001 Est. Cost $31.37 Unrealized
IFF INTERNATIONAL FLAVORS & FRAGRA 0.0%
Value ($000) $266 Shares 2,170 Est. Cost $95.33 Unrealized +12.6%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $266 Shares 9,191 Est. Cost $22.70 Unrealized +38.1%
IRM IRON MOUNTAIN INC REIT 0.0%
Value ($000) $263 Shares 8,112 Est. Cost $23.07 Unrealized -2.3%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $260 Shares 5,551 Est. Cost $28.15 Unrealized +24.5%
MET METLIFE INC 0.0%
Value ($000) $258 Shares 5,466 Est. Cost $38.47 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $255 Shares 2,153 Est. Cost $57.48 Unrealized +77.8%
ETN EATON CORP PLC 0.0%
Value ($000) $251 Shares 3,023 Est. Cost $67.05 Unrealized +7.5%
GENERAL AMERICAN INVESTORS 0.0%
Value ($000) $251 Shares 6,914 Est. Cost $33.27 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $250 Shares 3,275 Est. Cost $62.71 Unrealized +3.6%
WESTERN ASSET MANAGED MUNI FD 0.0%
Value ($000) $249 Shares 18,122 Est. Cost $14.07 Unrealized
NEUBERGER BERMAN MUNICIPAL FUN 0.0%
Value ($000) $248 Shares 16,070 Est. Cost $14.81 Unrealized
EWA ISHARES MSCI AUSTRALIA INDEX F 0.0%
Value ($000) $247 Shares 11,097 Est. Cost $26.14 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $246 Shares 1,793 Est. Cost $107.62 Unrealized +13.9%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $243 Shares 1,636 Est. Cost $110.26 Unrealized +17.5%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $242 Shares 13,205 Est. Cost $17.79 Unrealized -0.7%
AVGO BROADCOM INCORPORATED 0.0%
Value ($000) $240 Shares 871 Est. Cost $24.38 Unrealized -1.5%
HILLENBRAND INCORPORATED 0.0%
Value ($000) $237 Shares 7,669 Est. Cost $38.22 Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $235 Shares 6,050 Est. Cost $39.04 Unrealized
WAB WABTEC CORPORATION 0.0%
Value ($000) $235 Shares 3,268 Est. Cost $69.17 Unrealized -1.0%
CITRIX SYSTEMS INCORPORATED 0.0%
Value ($000) $233 Shares 2,413 Est. Cost $96.56 Unrealized
INVESCO MUN OPPORTUNITY TRUST 0.0%
Value ($000) $230 Shares 18,420 Est. Cost $12.38 Unrealized
VMC VULCAN MATERIALS COMPANY 0.0%
Value ($000) $228 Shares 1,510 Est. Cost $120.56 Unrealized +10.9%
UNILEVER PLC 0.0%
Value ($000) $228 Shares 3,794 Est. Cost $60.09 Unrealized
22ND CENTURY GROUP INCORPORATE 0.0%
Value ($000) $214 Shares 94,725 Est. Cost $2.14 Unrealized
FISV FISERV INC 0.0%
Value ($000) $212 Shares 2,045 Est. Cost $102.09 Unrealized 0.0%
MAR MARRIOTT INTL INC A 0.0%
Value ($000) $211 Shares 1,700 Est. Cost $90.51 Unrealized +40.0%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $206 Shares 6,822 Est. Cost $24.10 Unrealized 0.0%
BB&T CORP 0.0%
Value ($000) $205 Shares 3,848 Est. Cost $47.47 Unrealized
ROYAL DUTCH SHELL PLC SPONS AD 0.0%
Value ($000) $204 Shares 3,399 Est. Cost $72.05 Unrealized
TMUS T-MOBILE US INCORPORATED 0.0%
Value ($000) $203 Shares 2,574 Est. Cost $75.70 Unrealized 0.0%
NUVEEN AMT-FREE QUALITY MUNI I 0.0%
Value ($000) $200 Shares 13,960 Est. Cost $13.75 Unrealized
HPQ HP INC 0.0%
Value ($000) $196 Shares 10,351 Est. Cost $9.63 Unrealized +63.5%
NUVEEN QUALITY MUNICIPAL INCOM 0.0%
Value ($000) $187 Shares 13,025 Est. Cost $14.05 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COM 0.0%
Value ($000) $173 Shares 11,422 Est. Cost $6.50 Unrealized +78.3%
AES AES CORP 0.0%
Value ($000) $166 Shares 10,149 Est. Cost $7.45 Unrealized +71.9%
XMHIX PIONEER MUNICIPAL HIGH INCOME 0.0%
Value ($000) $161 Shares 12,950 Est. Cost $11.81 Unrealized
WESTERN ASSET INTERMEDIATE MUN 0.0%
Value ($000) $139 Shares 15,110 Est. Cost $9.33 Unrealized