PATTEN & PATTEN INC/TN Diversified Active

CIK: 0001044905 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Apr 20, 2018

Total Value ($000): $978,519 (100.0% shares, 0.0% debt)

Holdings (232)

WestRock Company 9.5%
Value ($000) $92,751 Shares 1,445,398 Est. Cost $47.39 Unrealized
AAPL Apple Inc Com 5.7%
Value ($000) $55,979 Shares 333,643 Est. Cost $19.05 Unrealized +112.1%
NGVT Ingevity Corporation 2.3%
Value ($000) $22,452 Shares 304,677 Est. Cost $35.45 Unrealized +111.1%
MSFT Microsoft, Inc. 2.1%
Value ($000) $21,037 Shares 230,494 Est. Cost $37.78 Unrealized +123.2%
AOS A.O. Smith Corp. 2.0%
Value ($000) $19,923 Shares 313,308 Est. Cost $31.34 Unrealized +78.7%
INTC Intel Corporation 2.0%
Value ($000) $19,802 Shares 380,228 Est. Cost $21.28 Unrealized +88.3%
WY Weyerhaeuser Co. 1.9%
Value ($000) $18,317 Shares 523,347 Est. Cost $19.54 Unrealized +32.6%
PGR Progressive Corp. 1.8%
Value ($000) $17,535 Shares 287,795 Est. Cost $32.30 Unrealized +38.5%
AbbVie Inc. 1.8%
Value ($000) $17,322 Shares 183,008 Est. Cost $57.10 Unrealized
STZ Constellation Brands, Inc. 1.7%
Value ($000) $16,867 Shares 74,002 Est. Cost $105.74 Unrealized +83.6%
Raytheon Company 1.6%
Value ($000) $15,949 Shares 73,898 Est. Cost $131.30 Unrealized
AT&T, Inc. 1.6%
Value ($000) $15,852 Shares 444,658 Est. Cost $35.18 Unrealized
IXN Ishares S&P Global Tech Sector 1.6%
Value ($000) $15,591 Shares 98,471 Est. Cost $77.93 Unrealized
PHM Pulte Homes, Inc. 1.5%
Value ($000) $14,643 Shares 496,539 Est. Cost $17.63 Unrealized +61.1%
DAL Delta Airlines 1.5%
Value ($000) $14,585 Shares 266,105 Est. Cost $38.69 Unrealized +31.2%
JPM JP Morgan Chase & Co Com 1.4%
Value ($000) $13,918 Shares 126,557 Est. Cost $39.86 Unrealized +129.4%
Visa, Inc. - Cl. A 1.4%
Value ($000) $13,852 Shares 115,797 Est. Cost $98.31 Unrealized
CSCO Cisco Systems, Inc. 1.3%
Value ($000) $12,846 Shares 299,512 Est. Cost $18.37 Unrealized +82.1%
MMM 3M Co. 1.3%
Value ($000) $12,678 Shares 57,753 Est. Cost $64.21 Unrealized +133.9%
KEY Keycorp 1.2%
Value ($000) $12,093 Shares 618,592 Est. Cost $12.65 Unrealized +15.4%
PYPL PayPal Holdings, Inc. 1.2%
Value ($000) $11,992 Shares 158,061 Est. Cost $38.40 Unrealized +106.1%
TXN Texas Instruments 1.2%
Value ($000) $11,977 Shares 115,282 Est. Cost $69.70 Unrealized +24.6%
JNJ Johnson and Johnson 1.2%
Value ($000) $11,645 Shares 90,869 Est. Cost $63.50 Unrealized +70.6%
IYF IShares DJ US Financial Sect 1.2%
Value ($000) $11,615 Shares 98,589 Est. Cost $72.93 Unrealized
John Hancock Bk & Thrift Opp F 1.2%
Value ($000) $11,605 Shares 302,615 Est. Cost $21.54 Unrealized
BMY Bristol Myers Squibb Co 1.2%
Value ($000) $11,507 Shares 181,930 Est. Cost $40.48 Unrealized +18.8%
GOOGL Alphabet Inc Cl A 1.1%
Value ($000) $10,931 Shares 10,540 Est. Cost $38.46 Unrealized +43.1%
EW Edwards Lifesciences Corp. 1.1%
Value ($000) $10,876 Shares 77,954 Est. Cost $33.66 Unrealized +29.0%
COST Costco Wholesale Corp. 1.1%
Value ($000) $10,304 Shares 54,686 Est. Cost $115.15 Unrealized +47.0%
ADBE Adobe Sys Inc Com 1.0%
Value ($000) $10,219 Shares 47,293 Est. Cost $148.53 Unrealized +36.9%
XOM Exxon Mobil Corporation 1.0%
Value ($000) $9,965 Shares 133,559 Est. Cost $53.61 Unrealized +4.0%
TSCO Tractor Supply Company 1.0%
Value ($000) $9,491 Shares 150,609 Est. Cost $11.08 Unrealized +11.3%
CNI Canadian National Railway Co. 0.9%
Value ($000) $9,203 Shares 125,943 Est. Cost $42.84 Unrealized +55.7%
NextEra Energy, Inc. 0.9%
Value ($000) $9,034 Shares 55,314 Est. Cost $85.09 Unrealized
KO Coca Cola Company 0.9%
Value ($000) $8,897 Shares 204,863 Est. Cost $29.26 Unrealized +19.9%
CMCSA Comcast Corporation - Class A 0.9%
Value ($000) $8,734 Shares 255,614 Est. Cost $31.45 Unrealized +1.1%
Merck & Co., Inc. 0.8%
Value ($000) $8,139 Shares 149,431 Est. Cost $47.31 Unrealized
CVX ChevronTexaco Corporation 0.8%
Value ($000) $8,060 Shares 70,675 Est. Cost $69.63 Unrealized +22.1%
GOOG Alphabet Inc Cl C 0.8%
Value ($000) $7,910 Shares 7,666 Est. Cost $32.82 Unrealized +67.0%
DowDuPont, Inc. 0.8%
Value ($000) $7,773 Shares 122,001 Est. Cost $69.23 Unrealized
BAC Bank of America Corp. 0.8%
Value ($000) $7,471 Shares 249,122 Est. Cost $13.62 Unrealized +91.3%
NKE Nike Inc. Class B 0.7%
Value ($000) $7,293 Shares 109,764 Est. Cost $44.70 Unrealized +33.4%
SPY S & P 500 Depositary Receipt ( 0.7%
Value ($000) $7,232 Shares 27,484 Est. Cost $174.15 Unrealized
NOK Nokia Corp - ADR 0.7%
Value ($000) $6,966 Shares 1,273,440 Est. Cost $6.42 Unrealized
HON Honeywell International, Inc. 0.7%
Value ($000) $6,691 Shares 46,300 Est. Cost $54.87 Unrealized +114.1%
C Citigroup, Inc. 0.7%
Value ($000) $6,468 Shares 95,828 Est. Cost $47.87 Unrealized +20.4%
WFC Wells Fargo 0.7%
Value ($000) $6,417 Shares 122,447 Est. Cost $31.26 Unrealized +52.7%
PEP Pepsico 0.6%
Value ($000) $6,338 Shares 58,063 Est. Cost $59.59 Unrealized +49.8%
COP ConocoPhillips 0.6%
Value ($000) $6,055 Shares 102,117 Est. Cost $37.32 Unrealized +17.3%
NVS Novartis A G Sponsored ADR 0.6%
Value ($000) $6,033 Shares 74,618 Est. Cost $71.56 Unrealized
UNM Unum Group Com 0.6%
Value ($000) $5,818 Shares 122,195 Est. Cost $29.99 Unrealized +74.2%
UNH UnitedHealth Group 0.6%
Value ($000) $5,812 Shares 27,157 Est. Cost $164.88 Unrealized +22.0%
INTU Intuit, Inc. 0.6%
Value ($000) $5,739 Shares 33,109 Est. Cost $127.53 Unrealized +25.1%
Macquarie Infrastr Co LLC Memb 0.6%
Value ($000) $5,686 Shares 153,955 Est. Cost $66.98 Unrealized
MO Altria Group, Inc. 0.6%
Value ($000) $5,580 Shares 89,535 Est. Cost $16.78 Unrealized +118.0%
HD Home Depot 0.5%
Value ($000) $5,333 Shares 29,923 Est. Cost $63.39 Unrealized +144.1%
PFE Pfizer 0.5%
Value ($000) $5,233 Shares 147,439 Est. Cost $16.87 Unrealized +43.6%
GM General Motors 0.5%
Value ($000) $4,985 Shares 137,178 Est. Cost $26.35 Unrealized +35.6%
General Electric Corp. 0.5%
Value ($000) $4,911 Shares 364,334 Est. Cost $24.63 Unrealized
Celgene Corp. 0.5%
Value ($000) $4,865 Shares 54,532 Est. Cost $101.91 Unrealized
RHHBY Roche Hldg LTD Sponsored ADR 0.5%
Value ($000) $4,740 Shares 165,584 Est. Cost $40.40 Unrealized
BB&T Corporation 0.5%
Value ($000) $4,616 Shares 88,703 Est. Cost $44.70 Unrealized
Suntrust Banks, Inc. 0.5%
Value ($000) $4,432 Shares 65,140 Est. Cost $33.22 Unrealized
AIG American International Group I 0.4%
Value ($000) $4,287 Shares 78,774 Est. Cost $35.08 Unrealized +37.0%
Walgreens Boots Alliance, Inc. 0.4%
Value ($000) $4,067 Shares 62,117 Est. Cost $77.28 Unrealized
TJX TJX Companies 0.4%
Value ($000) $4,064 Shares 49,824 Est. Cost $33.20 Unrealized +6.9%
KBW Regional Banking Index 0.4%
Value ($000) $3,994 Shares 66,138 Est. Cost $40.95 Unrealized
VZ Verizon Communications 0.4%
Value ($000) $3,911 Shares 81,789 Est. Cost $27.54 Unrealized +19.9%
MS Morgan Stanley Com New 0.4%
Value ($000) $3,765 Shares 69,767 Est. Cost $22.36 Unrealized +95.4%
Zoetis, Inc. 0.3%
Value ($000) $3,411 Shares 40,848 Est. Cost $33.96 Unrealized
VOO Vanguard S&P 500 ETF 0.3%
Value ($000) $3,410 Shares 14,085 Est. Cost $205.41 Unrealized
ECL Ecolabs 0.3%
Value ($000) $3,256 Shares 23,756 Est. Cost $107.38 Unrealized +15.0%
NSC Norfolk Southern Corp. 0.3%
Value ($000) $3,220 Shares 23,717 Est. Cost $59.57 Unrealized +105.9%
KMB Kimberly-Clark 0.3%
Value ($000) $3,218 Shares 29,221 Est. Cost $63.06 Unrealized +36.7%
United Technologies Corp Com 0.3%
Value ($000) $3,216 Shares 25,562 Est. Cost $96.50 Unrealized
AA ALCOA, Corp. 0.3%
Value ($000) $3,202 Shares 71,223 Est. Cost $30.20 Unrealized +56.6%
Anadarko Pete Corp Com 0.3%
Value ($000) $3,116 Shares 51,584 Est. Cost $80.29 Unrealized
Health Care Select Sector 0.3%
Value ($000) $3,065 Shares 37,657 Est. Cost $61.75 Unrealized
QCOM Qualcomm, Inc. 0.3%
Value ($000) $3,034 Shares 54,750 Est. Cost $47.00 Unrealized +10.4%
ABT Abbott Laboratories 0.3%
Value ($000) $3,020 Shares 50,394 Est. Cost $43.39 Unrealized +21.2%
ALPS Trust Alerian MLP ETF 0.3%
Value ($000) $3,004 Shares 320,545 Est. Cost $13.56 Unrealized
MAS Masco Corp. 0.3%
Value ($000) $2,983 Shares 73,758 Est. Cost $30.61 Unrealized +23.9%
LULU Lululemon Athletica Inc 0.3%
Value ($000) $2,976 Shares 33,390 Est. Cost $60.66 Unrealized +31.9%
DUK Duke Energy Corp. 0.3%
Value ($000) $2,975 Shares 38,408 Est. Cost $45.45 Unrealized +23.3%
IBM International Business Machine 0.3%
Value ($000) $2,690 Shares 17,530 Est. Cost $105.29 Unrealized +1.9%
KMX CarMax, Inc. 0.3%
Value ($000) $2,680 Shares 43,273 Est. Cost $60.83 Unrealized +7.5%
LOW Lowe's Companies 0.3%
Value ($000) $2,564 Shares 29,220 Est. Cost $35.50 Unrealized +130.7%
HLT Hilton Worldwide Holdings Inc. 0.3%
Value ($000) $2,536 Shares 32,194 Est. Cost $48.37 Unrealized +65.1%
XLU Utilities Select Sector SPDR F 0.3%
Value ($000) $2,476 Shares 49,006 Est. Cost $46.52 Unrealized
Pinnacle Financial Partners, I 0.2%
Value ($000) $2,408 Shares 37,512 Est. Cost $50.24 Unrealized
EA Electronic Arts, Inc. 0.2%
Value ($000) $2,396 Shares 19,765 Est. Cost $108.40 Unrealized +8.7%
EZU IShares MSCI EMU 0.2%
Value ($000) $2,394 Shares 55,225 Est. Cost $43.36 Unrealized
WHR Whirlpool Corp. 0.2%
Value ($000) $2,391 Shares 15,615 Est. Cost $178.04 Unrealized -6.2%
PG Procter and Gamble 0.2%
Value ($000) $2,387 Shares 30,111 Est. Cost $57.09 Unrealized +18.9%
DIS Walt Disney 0.2%
Value ($000) $2,381 Shares 23,701 Est. Cost $63.17 Unrealized +59.8%
Regions Financial Corp. 0.2%
Value ($000) $2,345 Shares 126,232 Est. Cost $9.82 Unrealized
ORLY O'Reilly Automotive, Inc. 0.2%
Value ($000) $2,322 Shares 9,387 Est. Cost $13.56 Unrealized +24.7%
MHK Mohawk Industries 0.2%
Value ($000) $2,013 Shares 8,670 Est. Cost $145.72 Unrealized +76.8%
ASH Ashland Global Holdings, Inc. 0.2%
Value ($000) $1,905 Shares 27,301 Est. Cost $58.10 Unrealized +8.7%
WMT Wal-Mart Stores 0.2%
Value ($000) $1,890 Shares 21,246 Est. Cost $23.78 Unrealized +19.2%
AMZN Amazon.com, Inc. 0.2%
Value ($000) $1,870 Shares 1,292 Est. Cost $32.97 Unrealized +116.9%
BA Boeing Corp. 0.2%
Value ($000) $1,733 Shares 5,285 Est. Cost $207.75 Unrealized +55.4%
LPX Louisiana Pacific 0.2%
Value ($000) $1,659 Shares 57,650 Est. Cost $21.37 Unrealized +34.1%
Xilinx, Inc. 0.2%
Value ($000) $1,616 Shares 22,366 Est. Cost $66.61 Unrealized
DXCM DexCom Inc. 0.2%
Value ($000) $1,574 Shares 21,225 Est. Cost $17.50 Unrealized -15.5%
VWO Vanguard Emerging Market ETF 0.2%
Value ($000) $1,508 Shares 32,102 Est. Cost $42.63 Unrealized
Technology Select Sect Spdr (x 0.2%
Value ($000) $1,486 Shares 22,716 Est. Cost $32.37 Unrealized
IYG IShares DJ US Financial Servic 0.1%
Value ($000) $1,463 Shares 11,175 Est. Cost $74.02 Unrealized
Industrial Select Spdr 0.1%
Value ($000) $1,404 Shares 18,894 Est. Cost $68.78 Unrealized
Energy Select Sector SPDR 0.1%
Value ($000) $1,395 Shares 20,698 Est. Cost $63.48 Unrealized
D Dominion Res Inc VA New 0.1%
Value ($000) $1,323 Shares 19,618 Est. Cost $38.30 Unrealized +35.6%
PM Philip Morris International, I 0.1%
Value ($000) $1,320 Shares 13,281 Est. Cost $56.53 Unrealized +21.5%
AWK American Water Works, Inc. 0.1%
Value ($000) $1,313 Shares 15,990 Est. Cost $51.71 Unrealized +35.9%
NOC Northrop Grumman Corp. 0.1%
Value ($000) $1,296 Shares 3,712 Est. Cost $86.61 Unrealized +239.8%
MA MasterCard Inc. - Class A 0.1%
Value ($000) $1,285 Shares 7,335 Est. Cost $72.78 Unrealized +124.9%
MCD McDonald's Corp. 0.1%
Value ($000) $1,285 Shares 8,220 Est. Cost $85.55 Unrealized +59.7%
EMR Emerson Elec Co Com 0.1%
Value ($000) $1,281 Shares 18,749 Est. Cost $40.29 Unrealized +46.4%
PSX Phillips 66 0.1%
Value ($000) $1,266 Shares 13,194 Est. Cost $48.33 Unrealized +47.9%
KR Kroger 0.1%
Value ($000) $1,251 Shares 52,265 Est. Cost $27.50 Unrealized -16.5%
META Facebook Inc. A 0.1%
Value ($000) $1,239 Shares 7,757 Est. Cost $94.72 Unrealized +88.2%
IYT I Shares Transportation Index 0.1%
Value ($000) $1,207 Shares 6,455 Est. Cost $116.10 Unrealized
PRU Prudential Financial, Inc. 0.1%
Value ($000) $1,207 Shares 11,655 Est. Cost $45.37 Unrealized +69.9%
IHE IShares Dow Jones US Pharmaceu 0.1%
Value ($000) $1,189 Shares 8,060 Est. Cost $103.13 Unrealized
RSG Republic Svcs Inc Com 0.1%
Value ($000) $1,170 Shares 17,660 Est. Cost $26.37 Unrealized +124.7%
ETN Eaton Corp. PLC 0.1%
Value ($000) $1,114 Shares 13,941 Est. Cost $48.72 Unrealized +44.2%
NSRGY Nestle SA Spons ADR for REG 0.1%
Value ($000) $1,111 Shares 14,060 Est. Cost $68.18 Unrealized
Xylem, Inc. 0.1%
Value ($000) $1,085 Shares 14,100 Est. Cost $53.47 Unrealized
EEM IShares MSCI Emergin Mkt 0.1%
Value ($000) $1,052 Shares 21,797 Est. Cost $40.49 Unrealized
ADP Automatic Data Processing 0.1%
Value ($000) $1,042 Shares 9,184 Est. Cost $50.00 Unrealized +97.2%
IVV IShares Core S&P 500 Index Fun 0.1%
Value ($000) $1,035 Shares 3,899 Est. Cost $218.76 Unrealized
Arconic, Inc. 0.1%
Value ($000) $1,032 Shares 44,804 Est. Cost $18.66 Unrealized
PowerShares S&P 500 Low Volati 0.1%
Value ($000) $1,014 Shares 21,583 Est. Cost $44.63 Unrealized
SLB Schlumberger, Ltd. 0.1%
Value ($000) $979 Shares 15,117 Est. Cost $54.72 Unrealized +1.9%
VMC Vulcan Matls Co Com 0.1%
Value ($000) $957 Shares 8,379 Est. Cost $65.04 Unrealized +80.6%
BRK/B Berkshire Hathaway Inc. Class 0.1%
Value ($000) $943 Shares 4,725 Est. Cost $135.98 Unrealized +51.0%
ACACIA Communication 0.1%
Value ($000) $925 Shares 24,045 Est. Cost $42.69 Unrealized
BP BP Amoco PLC - Spons ADR 0.1%
Value ($000) $916 Shares 22,605 Est. Cost $38.64 Unrealized
IWM Ishares Russell 2000 0.1%
Value ($000) $908 Shares 5,981 Est. Cost $134.68 Unrealized
iShares High Dividend Equity F 0.1%
Value ($000) $902 Shares 10,683 Est. Cost $68.49 Unrealized
MAR Marriott International Inc. Cl 0.1%
Value ($000) $899 Shares 6,611 Est. Cost $46.87 Unrealized +180.0%
OXY Occidental Pete Corp Del Com 0.1%
Value ($000) $892 Shares 13,739 Est. Cost $57.48 Unrealized -0.1%
Praxair 0.1%
Value ($000) $892 Shares 6,184 Est. Cost $118.91 Unrealized
PowerShares S&P 500 High Divid 0.1%
Value ($000) $871 Shares 22,100 Est. Cost $40.87 Unrealized
JPMorgan Diversified Return Eu 0.1%
Value ($000) $869 Shares 14,590 Est. Cost $60.58 Unrealized
Vanguard Information Technolog 0.1%
Value ($000) $866 Shares 5,067 Est. Cost $141.46 Unrealized
Financial Select Sector SPDR ( 0.1%
Value ($000) $859 Shares 31,142 Est. Cost $20.05 Unrealized
LMT Lockheed Martin Corporation 0.1%
Value ($000) $842 Shares 2,491 Est. Cost $198.49 Unrealized +38.8%
NWL Newell Brands, Inc. 0.1%
Value ($000) $837 Shares 32,841 Est. Cost $27.45 Unrealized -28.6%
CB Chubb LTD. 0.1%
Value ($000) $834 Shares 6,095 Est. Cost $107.54 Unrealized +17.3%
CL Colgate-Palmolive Co. 0.1%
Value ($000) $823 Shares 11,475 Est. Cost $45.21 Unrealized +32.1%
Citrix Sys Inc Com 0.1%
Value ($000) $805 Shares 8,672 Est. Cost $65.06 Unrealized
DVY Ishares Dow Jones Select Divid 0.1%
Value ($000) $788 Shares 8,289 Est. Cost $66.39 Unrealized
AXP American Express 0.1%
Value ($000) $774 Shares 8,295 Est. Cost $63.06 Unrealized +38.0%
Powershares QQQ NASDAQ 100 0.1%
Value ($000) $745 Shares 4,650 Est. Cost $91.48 Unrealized
Macom Technology Solutions 0.1%
Value ($000) $729 Shares 43,934 Est. Cost $47.85 Unrealized
HCA Healthcare Co. 0.1%
Value ($000) $715 Shares 7,375 Est. Cost $81.14 Unrealized
UNP Union Pacific 0.1%
Value ($000) $701 Shares 5,216 Est. Cost $67.69 Unrealized +67.0%
SO Southern Co. 0.1%
Value ($000) $694 Shares 15,544 Est. Cost $34.87 Unrealized -7.8%
APD Air Products and Chemical Co. 0.1%
Value ($000) $668 Shares 4,200 Est. Cost $85.37 Unrealized +59.0%
IYW iShares Dow Jones U.S. Technol 0.1%
Value ($000) $657 Shares 3,905 Est. Cost $83.64 Unrealized
TRN Trinity Industries, Inc. 0.1%
Value ($000) $650 Shares 19,925 Est. Cost $14.56 Unrealized +27.6%
FDX FEDEX Corporation 0.1%
Value ($000) $637 Shares 2,652 Est. Cost $151.84 Unrealized +45.2%
XBI SPDR S&P Biotech ETF (xbi) 0.1%
Value ($000) $619 Shares 7,055 Est. Cost $98.85 Unrealized
NFLX Netflix Inc. 0.1%
Value ($000) $593 Shares 2,007 Est. Cost $14.41 Unrealized +88.9%
SPDR Gold Trust 0.1%
Value ($000) $584 Shares 4,641 Est. Cost $119.11 Unrealized
Iron Mountain, Inc. 0.1%
Value ($000) $583 Shares 17,736 Est. Cost $32.66 Unrealized
RY Royal Bank of Canada 0.1%
Value ($000) $563 Shares 7,290 Est. Cost $60.86 Unrealized +33.4%
Valvoline, Inc. 0.1%
Value ($000) $558 Shares 25,234 Est. Cost $23.99 Unrealized
CBT Cabot Corp. 0.1%
Value ($000) $538 Shares 9,663 Est. Cost $28.72 Unrealized +80.7%
LLY Eli Lilly 0.1%
Value ($000) $530 Shares 6,848 Est. Cost $46.31 Unrealized +54.8%
Rydex S&P Equal Weight ETF 0.1%
Value ($000) $520 Shares 5,230 Est. Cost $88.77 Unrealized
BK Bank of New York Mellon Corp c 0.1%
Value ($000) $516 Shares 10,020 Est. Cost $36.97 Unrealized +21.0%
TOL Toll Brothers Inc 0.1%
Value ($000) $508 Shares 11,745 Est. Cost $33.82 Unrealized +38.8%
SFNC Simmons First National Corp Cl 0.1%
Value ($000) $493 Shares 17,334 Est. Cost $29.34 Unrealized -0.2%
FHN First Horizon National Corp. 0.1%
Value ($000) $492 Shares 26,136 Est. Cost $11.03 Unrealized +33.3%
ENB Enbridge Inc 0.1%
Value ($000) $491 Shares 15,614 Est. Cost $24.73 Unrealized -13.1%
AMGN Amgen 0.0%
Value ($000) $485 Shares 2,842 Est. Cost $111.66 Unrealized +29.3%
SBUX Starbucks Corp. 0.0%
Value ($000) $482 Shares 8,319 Est. Cost $43.47 Unrealized +12.0%
CVS CVS/Caremark Corp. 0.0%
Value ($000) $482 Shares 7,745 Est. Cost $60.07 Unrealized -7.0%
PAYX Paychex, Inc. 0.0%
Value ($000) $469 Shares 7,621 Est. Cost $46.69 Unrealized +12.2%
Royal Dutch Shell PLC ADR A (R 0.0%
Value ($000) $469 Shares 7,350 Est. Cost $63.75 Unrealized
CSX CSX Corp. 0.0%
Value ($000) $465 Shares 8,355 Est. Cost $13.58 Unrealized +23.7%
TGT Target Corporation 0.0%
Value ($000) $462 Shares 6,650 Est. Cost $44.58 Unrealized +31.1%
Macy's Inc. 0.0%
Value ($000) $454 Shares 15,265 Est. Cost $46.72 Unrealized
NVDA Nvidia Corp 0.0%
Value ($000) $440 Shares 1,900 Est. Cost $3.44 Unrealized +68.9%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $426 Shares 5,645 Est. Cost $77.70 Unrealized
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $424 Shares 4,196 Est. Cost $83.84 Unrealized
IAT iShares Dow Jones US Regional 0.0%
Value ($000) $420 Shares 8,335 Est. Cost $29.91 Unrealized
GLW Corning Inc Com 0.0%
Value ($000) $412 Shares 14,774 Est. Cost $14.43 Unrealized +71.9%
GIS General Mills 0.0%
Value ($000) $382 Shares 8,475 Est. Cost $34.62 Unrealized +18.4%
US Silica Holdings, inc. 0.0%
Value ($000) $373 Shares 14,620 Est. Cost $34.99 Unrealized
Kinder Morgan, Inc 0.0%
Value ($000) $368 Shares 24,423 Est. Cost $39.61 Unrealized
IWN IShares Russell 2000 Value 0.0%
Value ($000) $365 Shares 2,995 Est. Cost $118.28 Unrealized
Activision, Inc. 0.0%
Value ($000) $350 Shares 5,182 Est. Cost $50.31 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $334 Shares 3,409 Est. Cost $38.38 Unrealized +119.6%
DG Dollar General 0.0%
Value ($000) $327 Shares 3,495 Est. Cost $76.33 Unrealized +13.7%
Nordstrom, Inc. 0.0%
Value ($000) $327 Shares 6,750 Est. Cost $60.46 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $306 Shares 5,001 Est. Cost $37.11 Unrealized +50.3%
IYR IShares DJ US Real Estate 0.0%
Value ($000) $306 Shares 4,060 Est. Cost $72.20 Unrealized
IMO Imperial Oil Ltd. 0.0%
Value ($000) $302 Shares 11,407 Est. Cost $25.91 Unrealized -9.3%
ASIX AdvanSix, Inc. 0.0%
Value ($000) $301 Shares 8,643 Est. Cost $23.66 Unrealized +52.2%
CAT Caterpillar 0.0%
Value ($000) $298 Shares 2,020 Est. Cost $97.83 Unrealized +36.0%
CAG Conagra Brands, Inc. 0.0%
Value ($000) $294 Shares 7,959 Est. Cost $18.23 Unrealized +49.5%
Broadcom Ltd F 0.0%
Value ($000) $292 Shares 1,241 Est. Cost $219.18 Unrealized
DOV Dover Corp. 0.0%
Value ($000) $290 Shares 2,950 Est. Cost $42.43 Unrealized +70.8%
AMAT Applied Materials, Inc. 0.0%
Value ($000) $284 Shares 5,100 Est. Cost $32.54 Unrealized +56.3%
EFG IShares MSCI EAFE Growth Index 0.0%
Value ($000) $278 Shares 3,464 Est. Cost $64.57 Unrealized
American Tower Corporation 0.0%
Value ($000) $272 Shares 1,873 Est. Cost $136.68 Unrealized
Straumann Holding AG 0.0%
Value ($000) $271 Shares 450 Est. Cost $303.08 Unrealized
UPS United Parcel Service Co 0.0%
Value ($000) $263 Shares 2,511 Est. Cost $78.37 Unrealized +9.0%
MDT Medtronic, PLC 0.0%
Value ($000) $262 Shares 3,262 Est. Cost $65.02 Unrealized +3.5%
AFL AFLAC Inc. 0.0%
Value ($000) $259 Shares 5,926 Est. Cost $32.22 Unrealized +14.2%
IJH IShares Core S&P Midcap 400 In 0.0%
Value ($000) $258 Shares 1,375 Est. Cost $145.83 Unrealized
ORCL Oracle Systems Corp 0.0%
Value ($000) $253 Shares 5,523 Est. Cost $37.54 Unrealized +17.9%
VTI Vanguard US Total Stock Market 0.0%
Value ($000) $250 Shares 1,840 Est. Cost $116.23 Unrealized
Harris Corp. 0.0%
Value ($000) $248 Shares 1,540 Est. Cost $131.82 Unrealized
IYC iShares Dow Jones U.S. Consume 0.0%
Value ($000) $248 Shares 1,358 Est. Cost $182.62 Unrealized
Alibaba Group Holding Ltd 0.0%
Value ($000) $248 Shares 1,350 Est. Cost $142.95 Unrealized
J C Penney Co, Inc. 0.0%
Value ($000) $242 Shares 80,225 Est. Cost $9.36 Unrealized
IBB Ishares Nasdaq Biotech Index 0.0%
Value ($000) $235 Shares 2,205 Est. Cost $218.46 Unrealized
EFA IShares MSCI EAFE Index Fund ( 0.0%
Value ($000) $232 Shares 3,324 Est. Cost $65.34 Unrealized
SPDR S&P Dividend ETF 0.0%
Value ($000) $231 Shares 2,535 Est. Cost $85.05 Unrealized
MDLZ Mondelez International Inc. (A 0.0%
Value ($000) $225 Shares 5,399 Est. Cost $34.82 Unrealized +3.0%
EPD Enterprise Products Partners 0.0%
Value ($000) $215 Shares 8,795 Est. Cost $27.53 Unrealized
First Republic Bank 0.0%
Value ($000) $210 Shares 2,263 Est. Cost $92.80 Unrealized
BMO Bank of Montreal 0.0%
Value ($000) $206 Shares 2,729 Est. Cost $52.79 Unrealized +8.0%
WMB Williams Companies, Inc. 0.0%
Value ($000) $203 Shares 8,150 Est. Cost $16.54 Unrealized +15.3%
Apache Corp. 0.0%
Value ($000) $200 Shares 5,205 Est. Cost $81.26 Unrealized
FMNB Farmers National Banc Corp 0.0%
Value ($000) $175 Shares 12,614 Est. Cost $10.12 Unrealized +5.0%
DXYN Dixie Group, Inc. 0.0%
Value ($000) $85 Shares 30,800 Est. Cost $8.23 Unrealized -60.6%
Creative Realities Incorporate 0.0%
Value ($000) $9 Shares 30,000 Est. Cost $0.34 Unrealized
Titan Medical Inc. 0.0%
Value ($000) $7 Shares 32,775 Est. Cost $1.19 Unrealized