PATTEN & PATTEN INC/TN Diversified Active

CIK: 0001044905 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 23, 2019

Total Value ($000): $911,743 (100.0% shares, 0.0% debt)

Holdings (228)

AAPL Apple Inc Com 6.6%
Value ($000) $59,756 Shares 314,589 Est. Cost $19.28 Unrealized +109.8%
WestRock Company 5.4%
Value ($000) $49,514 Shares 1,291,106 Est. Cost $47.39 Unrealized
MSFT Microsoft, Inc. 2.7%
Value ($000) $24,605 Shares 208,622 Est. Cost $37.78 Unrealized +170.7%
INTC Intel Corporation 2.3%
Value ($000) $21,288 Shares 396,423 Est. Cost $23.03 Unrealized +90.4%
PGR Progressive Corp. 2.1%
Value ($000) $19,210 Shares 266,476 Est. Cost $32.82 Unrealized +69.1%
NGVT Ingevity Corporation 2.0%
Value ($000) $18,531 Shares 175,467 Est. Cost $35.45 Unrealized +183.4%
ABT Abbott Laboratories 1.9%
Value ($000) $17,256 Shares 215,858 Est. Cost $56.79 Unrealized +16.4%
Visa, Inc. - Cl. A 1.9%
Value ($000) $17,004 Shares 108,869 Est. Cost $98.31 Unrealized
IXN Ishares S&P Global Tech Sector 1.8%
Value ($000) $16,678 Shares 97,494 Est. Cost $85.18 Unrealized
AOS A.O. Smith Corp. 1.8%
Value ($000) $16,183 Shares 303,506 Est. Cost $31.61 Unrealized +38.6%
CSCO Cisco Systems, Inc. 1.7%
Value ($000) $15,913 Shares 294,747 Est. Cost $18.92 Unrealized +108.8%
PYPL PayPal Holdings, Inc. 1.7%
Value ($000) $15,288 Shares 147,226 Est. Cost $42.93 Unrealized +120.0%
EW Edwards Lifesciences Corp. 1.6%
Value ($000) $14,969 Shares 78,239 Est. Cost $34.78 Unrealized +64.1%
AT&T, Inc. 1.6%
Value ($000) $14,192 Shares 452,566 Est. Cost $35.11 Unrealized
AbbVie Inc. 1.6%
Value ($000) $14,147 Shares 175,540 Est. Cost $57.65 Unrealized
TSCO Tractor Supply Company 1.5%
Value ($000) $13,692 Shares 140,061 Est. Cost $11.08 Unrealized +47.5%
Raytheon Company 1.5%
Value ($000) $13,483 Shares 74,048 Est. Cost $133.76 Unrealized
JPM JP Morgan Chase & Co Com 1.5%
Value ($000) $13,275 Shares 131,135 Est. Cost $41.60 Unrealized +105.1%
JNJ Johnson and Johnson 1.4%
Value ($000) $13,091 Shares 93,648 Est. Cost $65.75 Unrealized +67.8%
UNH UnitedHealth Group 1.4%
Value ($000) $12,324 Shares 49,843 Est. Cost $193.02 Unrealized +17.9%
ADBE Adobe Inc. 1.3%
Value ($000) $12,301 Shares 46,159 Est. Cost $151.04 Unrealized +66.9%
GOOGL Alphabet Inc Cl A 1.3%
Value ($000) $11,892 Shares 10,105 Est. Cost $38.82 Unrealized +44.4%
STZ Constellation Brands, Inc. 1.3%
Value ($000) $11,675 Shares 66,587 Est. Cost $107.10 Unrealized +40.6%
Xilinx, Inc. 1.3%
Value ($000) $11,600 Shares 91,490 Est. Cost $81.07 Unrealized
Merck & Co., Inc. 1.2%
Value ($000) $11,293 Shares 135,783 Est. Cost $47.31 Unrealized
MMM 3M Co. 1.2%
Value ($000) $10,534 Shares 50,696 Est. Cost $64.21 Unrealized +104.1%
DAL Delta Airlines 1.2%
Value ($000) $10,489 Shares 203,076 Est. Cost $38.69 Unrealized +20.9%
CNI Canadian National Railway Co. 1.1%
Value ($000) $10,298 Shares 115,086 Est. Cost $42.84 Unrealized +72.1%
IYF IShares DJ US Financial Sect 1.1%
Value ($000) $9,973 Shares 84,421 Est. Cost $72.93 Unrealized
PHM Pulte Homes, Inc. 1.1%
Value ($000) $9,968 Shares 356,520 Est. Cost $17.63 Unrealized +43.5%
COST Costco Wholesale Corp. 1.1%
Value ($000) $9,646 Shares 39,838 Est. Cost $115.15 Unrealized +72.3%
NextEra Energy, Inc. 1.1%
Value ($000) $9,638 Shares 49,857 Est. Cost $85.09 Unrealized
TXN Texas Instruments 1.0%
Value ($000) $9,504 Shares 89,601 Est. Cost $69.70 Unrealized +22.5%
CMCSA Comcast Corporation - Class A 1.0%
Value ($000) $9,046 Shares 226,274 Est. Cost $31.17 Unrealized +1.2%
John Hancock Bk & Thrift Opp F 1.0%
Value ($000) $8,959 Shares 280,840 Est. Cost $21.54 Unrealized
XOM Exxon Mobil Corporation 1.0%
Value ($000) $8,880 Shares 109,898 Est. Cost $53.61 Unrealized +3.4%
KEY Keycorp 1.0%
Value ($000) $8,754 Shares 555,821 Est. Cost $12.72 Unrealized -5.9%
KO Coca Cola Company 0.9%
Value ($000) $8,373 Shares 178,685 Est. Cost $29.26 Unrealized +29.1%
CVX ChevronTexaco Corporation 0.9%
Value ($000) $8,086 Shares 65,647 Est. Cost $69.63 Unrealized +25.6%
NKE Nike Inc. Class B 0.9%
Value ($000) $8,048 Shares 95,572 Est. Cost $44.70 Unrealized +68.6%
VZ Verizon Communications 0.9%
Value ($000) $7,993 Shares 135,183 Est. Cost $31.83 Unrealized +22.4%
INTU Intuit, Inc. 0.9%
Value ($000) $7,845 Shares 30,011 Est. Cost $132.06 Unrealized +67.4%
COP ConocoPhillips 0.8%
Value ($000) $7,610 Shares 114,022 Est. Cost $39.31 Unrealized +34.8%
PEP Pepsico 0.8%
Value ($000) $7,043 Shares 57,467 Est. Cost $59.59 Unrealized +55.1%
HON Honeywell International, Inc. 0.8%
Value ($000) $7,016 Shares 44,146 Est. Cost $54.87 Unrealized +120.8%
GOOG Alphabet Inc Cl C 0.8%
Value ($000) $6,915 Shares 5,894 Est. Cost $32.82 Unrealized +69.7%
SPY S & P 500 Depositary Receipt ( 0.7%
Value ($000) $6,834 Shares 24,192 Est. Cost $178.33 Unrealized
NVS Novartis A G Sponsored ADR 0.7%
Value ($000) $6,793 Shares 70,662 Est. Cost $73.12 Unrealized
C Citigroup, Inc. 0.7%
Value ($000) $6,783 Shares 109,019 Est. Cost $48.80 Unrealized -0.0%
DUK Duke Energy Corp. 0.7%
Value ($000) $6,481 Shares 72,014 Est. Cost $52.98 Unrealized +26.3%
NOK Nokia Corp - ADR 0.7%
Value ($000) $6,293 Shares 1,100,190 Est. Cost $6.42 Unrealized
DowDuPont, Inc. 0.7%
Value ($000) $6,243 Shares 117,111 Est. Cost $69.23 Unrealized
TJX TJX Companies 0.6%
Value ($000) $5,919 Shares 111,233 Est. Cost $40.23 Unrealized +13.0%
HD Home Depot 0.6%
Value ($000) $5,761 Shares 30,023 Est. Cost $64.93 Unrealized +138.3%
PFE Pfizer 0.6%
Value ($000) $5,633 Shares 132,626 Est. Cost $16.87 Unrealized +73.3%
WY Weyerhaeuser Co. 0.5%
Value ($000) $4,847 Shares 184,011 Est. Cost $19.54 Unrealized -1.3%
VOO Vanguard S&P 500 ETF 0.5%
Value ($000) $4,769 Shares 18,376 Est. Cost $225.98 Unrealized
BAC Bank of America Corp. 0.5%
Value ($000) $4,589 Shares 166,321 Est. Cost $13.62 Unrealized +75.4%
WFC Wells Fargo 0.5%
Value ($000) $4,354 Shares 90,114 Est. Cost $31.26 Unrealized +30.4%
NSC Norfolk Southern Corp. 0.5%
Value ($000) $4,267 Shares 22,829 Est. Cost $60.84 Unrealized +147.3%
GM General Motors 0.5%
Value ($000) $4,243 Shares 114,361 Est. Cost $26.35 Unrealized +32.2%
Macquarie Infrastr Co LLC Memb 0.4%
Value ($000) $3,955 Shares 95,944 Est. Cost $66.78 Unrealized
MO Altria Group, Inc. 0.4%
Value ($000) $3,852 Shares 67,080 Est. Cost $16.78 Unrealized +77.1%
UNM Unum Group Com 0.4%
Value ($000) $3,720 Shares 109,951 Est. Cost $29.99 Unrealized +16.1%
Health Care Select Sector 0.4%
Value ($000) $3,680 Shares 40,109 Est. Cost $63.80 Unrealized
LULU Lululemon Athletica Inc 0.4%
Value ($000) $3,632 Shares 22,165 Est. Cost $60.66 Unrealized +140.8%
Walgreens Boots Alliance, Inc. 0.4%
Value ($000) $3,618 Shares 57,179 Est. Cost $77.28 Unrealized
ORLY O'Reilly Automotive, Inc. 0.4%
Value ($000) $3,523 Shares 9,074 Est. Cost $13.70 Unrealized +76.5%
Suntrust Banks, Inc. 0.4%
Value ($000) $3,494 Shares 58,969 Est. Cost $33.22 Unrealized
Zoetis, Inc. 0.4%
Value ($000) $3,389 Shares 33,664 Est. Cost $33.96 Unrealized
ECL Ecolabs 0.4%
Value ($000) $3,338 Shares 18,906 Est. Cost $108.31 Unrealized +39.3%
United Technologies Corp Com 0.4%
Value ($000) $3,295 Shares 25,562 Est. Cost $96.63 Unrealized
BB&T Corporation 0.4%
Value ($000) $3,292 Shares 70,757 Est. Cost $44.70 Unrealized
LOW Lowe's Companies 0.4%
Value ($000) $3,263 Shares 29,809 Est. Cost $37.04 Unrealized +137.7%
KBW Regional Banking Index 0.3%
Value ($000) $3,125 Shares 60,876 Est. Cost $41.16 Unrealized
Dolby Laboratories, Inc. 0.3%
Value ($000) $2,934 Shares 46,595 Est. Cost $65.10 Unrealized
MS Morgan Stanley Com New 0.3%
Value ($000) $2,915 Shares 69,082 Est. Cost $22.36 Unrealized +52.1%
PG Procter and Gamble 0.3%
Value ($000) $2,883 Shares 27,705 Est. Cost $57.09 Unrealized +43.8%
QCOM Qualcomm, Inc. 0.3%
Value ($000) $2,763 Shares 48,450 Est. Cost $47.16 Unrealized -3.0%
KMB Kimberly-Clark 0.3%
Value ($000) $2,625 Shares 21,190 Est. Cost $63.06 Unrealized +44.8%
WMT Wal-Mart Stores 0.3%
Value ($000) $2,586 Shares 26,517 Est. Cost $24.47 Unrealized +19.5%
DIS Walt Disney 0.3%
Value ($000) $2,561 Shares 23,063 Est. Cost $64.54 Unrealized +67.2%
BMY Bristol Myers Squibb Co 0.3%
Value ($000) $2,333 Shares 48,897 Est. Cost $40.48 Unrealized -5.4%
BP BP Amoco PLC - Spons ADR 0.3%
Value ($000) $2,300 Shares 52,613 Est. Cost $41.84 Unrealized
KMX CarMax, Inc. 0.2%
Value ($000) $2,169 Shares 31,080 Est. Cost $60.83 Unrealized +1.3%
XLU Utilities Select Sector SPDR F 0.2%
Value ($000) $2,091 Shares 35,941 Est. Cost $46.52 Unrealized
LPX Louisiana Pacific 0.2%
Value ($000) $2,013 Shares 82,555 Est. Cost $22.06 Unrealized +10.7%
Pinnacle Financial Partners, I 0.2%
Value ($000) $2,000 Shares 36,567 Est. Cost $50.20 Unrealized
Celgene Corp. 0.2%
Value ($000) $1,990 Shares 21,090 Est. Cost $100.85 Unrealized
AWK American Water Works, Inc. 0.2%
Value ($000) $1,971 Shares 18,905 Est. Cost $55.59 Unrealized +55.2%
ASH Ashland Global Holdings, Inc. 0.2%
Value ($000) $1,970 Shares 25,210 Est. Cost $58.10 Unrealized +17.8%
IWM Ishares Russell 2000 0.2%
Value ($000) $1,918 Shares 12,527 Est. Cost $149.70 Unrealized
EEM IShares MSCI Emergin Mkt 0.2%
Value ($000) $1,740 Shares 40,535 Est. Cost $41.52 Unrealized
MA MasterCard Inc. - Class A 0.2%
Value ($000) $1,720 Shares 7,305 Est. Cost $72.78 Unrealized +184.7%
Regions Financial Corp. 0.2%
Value ($000) $1,719 Shares 121,470 Est. Cost $9.82 Unrealized
General Electric Corp. 0.2%
Value ($000) $1,668 Shares 166,917 Est. Cost $24.63 Unrealized
ALPS Trust Alerian MLP ETF 0.2%
Value ($000) $1,657 Shares 165,189 Est. Cost $13.56 Unrealized
EZU IShares MSCI EMU 0.2%
Value ($000) $1,651 Shares 42,775 Est. Cost $43.22 Unrealized
Anadarko Pete Corp Com 0.2%
Value ($000) $1,629 Shares 35,812 Est. Cost $80.29 Unrealized
MCD McDonald's Corp. 0.2%
Value ($000) $1,566 Shares 8,244 Est. Cost $87.23 Unrealized +77.2%
Technology Select Sect Spdr (x 0.2%
Value ($000) $1,504 Shares 20,326 Est. Cost $32.80 Unrealized
AMZN Amazon.com, Inc. 0.2%
Value ($000) $1,450 Shares 814 Est. Cost $37.76 Unrealized +120.4%
Vanguard Information Technolog 0.2%
Value ($000) $1,423 Shares 7,093 Est. Cost $154.55 Unrealized
Industrial Select Spdr 0.2%
Value ($000) $1,402 Shares 18,687 Est. Cost $69.33 Unrealized
DXCM DexCom Inc. 0.2%
Value ($000) $1,390 Shares 11,673 Est. Cost $17.87 Unrealized +96.7%
IYG IShares DJ US Financial Servic 0.2%
Value ($000) $1,388 Shares 11,120 Est. Cost $74.91 Unrealized
RSG Republic Svcs Inc Com 0.2%
Value ($000) $1,386 Shares 17,240 Est. Cost $26.37 Unrealized +163.6%
D Dominion Res Inc VA New 0.1%
Value ($000) $1,352 Shares 17,632 Est. Cost $38.48 Unrealized +40.1%
ADP Automatic Data Processing 0.1%
Value ($000) $1,347 Shares 8,434 Est. Cost $50.00 Unrealized +150.9%
VWO Vanguard Emerging Market ETF 0.1%
Value ($000) $1,301 Shares 30,602 Est. Cost $42.63 Unrealized
HLT Hilton Worldwide Holdings Inc. 0.1%
Value ($000) $1,271 Shares 15,292 Est. Cost $48.37 Unrealized +58.6%
EA Electronic Arts, Inc. 0.1%
Value ($000) $1,258 Shares 12,377 Est. Cost $113.77 Unrealized -19.0%
EMR Emerson Elec Co Com 0.1%
Value ($000) $1,230 Shares 17,961 Est. Cost $41.66 Unrealized +34.5%
IVV IShares Core S&P 500 Index Fun 0.1%
Value ($000) $1,227 Shares 4,313 Est. Cost $225.50 Unrealized
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $1,187 Shares 10,827 Est. Cost $96.34 Unrealized
KR Kroger 0.1%
Value ($000) $1,159 Shares 47,101 Est. Cost $27.50 Unrealized -14.1%
Xylem, Inc. 0.1%
Value ($000) $1,114 Shares 14,100 Est. Cost $53.47 Unrealized
RHHBY Roche Hldg LTD Sponsored ADR 0.1%
Value ($000) $1,104 Shares 32,112 Est. Cost $40.40 Unrealized
PSX Phillips 66 0.1%
Value ($000) $1,086 Shares 11,415 Est. Cost $49.46 Unrealized +45.4%
PM Philip Morris International, I 0.1%
Value ($000) $1,068 Shares 12,078 Est. Cost $56.54 Unrealized -0.8%
IHE IShares Dow Jones US Pharmaceu 0.1%
Value ($000) $1,066 Shares 6,920 Est. Cost $103.13 Unrealized
MAS Masco Corp. 0.1%
Value ($000) $1,057 Shares 26,888 Est. Cost $30.86 Unrealized +3.4%
ETN Eaton Corp. PLC 0.1%
Value ($000) $1,031 Shares 12,804 Est. Cost $48.72 Unrealized +36.5%
SPHD Invesco S&P 500 High Dividend 0.1%
Value ($000) $1,023 Shares 24,100 Est. Cost $41.09 Unrealized
IBM International Business Machine 0.1%
Value ($000) $1,021 Shares 7,233 Est. Cost $105.29 Unrealized -10.1%
Linde PLC 0.1%
Value ($000) $1,014 Shares 5,764 Est. Cost $156.06 Unrealized
iShares High Dividend Equity F 0.1%
Value ($000) $1,011 Shares 10,833 Est. Cost $68.49 Unrealized
SPLV Invesco S&P 500 Low Volatility 0.1%
Value ($000) $1,011 Shares 19,201 Est. Cost $47.41 Unrealized
VMC Vulcan Matls Co Com 0.1%
Value ($000) $1,007 Shares 8,504 Est. Cost $65.49 Unrealized +55.4%
NOC Northrop Grumman Corp. 0.1%
Value ($000) $1,001 Shares 3,712 Est. Cost $86.61 Unrealized +181.3%
Energy Select Sector SPDR 0.1%
Value ($000) $991 Shares 14,995 Est. Cost $63.48 Unrealized
MHK Mohawk Industries 0.1%
Value ($000) $988 Shares 7,835 Est. Cost $145.90 Unrealized -10.8%
BRK/B Berkshire Hathaway Inc. Class 0.1%
Value ($000) $965 Shares 4,806 Est. Cost $140.26 Unrealized +43.9%
HCA Healthcare Co. 0.1%
Value ($000) $950 Shares 7,286 Est. Cost $81.14 Unrealized
UNP Union Pacific 0.1%
Value ($000) $922 Shares 5,516 Est. Cost $72.30 Unrealized +91.0%
XBI SPDR S&P Biotech ETF (xbi) 0.1%
Value ($000) $883 Shares 9,755 Est. Cost $97.59 Unrealized
NSRGY Nestle SA Spons ADR for REG 0.1%
Value ($000) $875 Shares 9,175 Est. Cost $68.90 Unrealized
AXP American Express 0.1%
Value ($000) $869 Shares 7,948 Est. Cost $63.06 Unrealized +52.0%
MAR Marriott International Inc. Cl 0.1%
Value ($000) $827 Shares 6,611 Est. Cost $46.87 Unrealized +138.1%
BA Boeing Corp. 0.1%
Value ($000) $818 Shares 2,146 Est. Cost $207.75 Unrealized +80.6%
APD Air Products and Chemical Co. 0.1%
Value ($000) $786 Shares 4,115 Est. Cost $85.37 Unrealized +70.6%
Financial Select Sector SPDR ( 0.1%
Value ($000) $779 Shares 30,312 Est. Cost $20.05 Unrealized
QQQ Invesco QQQ Trust Series 1 0.1%
Value ($000) $776 Shares 4,319 Est. Cost $171.65 Unrealized
ACACIA Communication 0.1%
Value ($000) $775 Shares 13,520 Est. Cost $42.69 Unrealized
PRU Prudential Financial, Inc. 0.1%
Value ($000) $763 Shares 8,305 Est. Cost $45.37 Unrealized +44.3%
IYW iShares Dow Jones U.S. Technol 0.1%
Value ($000) $751 Shares 3,940 Est. Cost $83.64 Unrealized
LMT Lockheed Martin Corporation 0.1%
Value ($000) $749 Shares 2,497 Est. Cost $199.74 Unrealized +22.0%
AA ALCOA, Corp. 0.1%
Value ($000) $748 Shares 26,572 Est. Cost $32.01 Unrealized -14.7%
USMV Ishares MSCI USA Minimum Volat 0.1%
Value ($000) $724 Shares 12,307 Est. Cost $52.41 Unrealized
OXY Occidental Pete Corp Del Com 0.1%
Value ($000) $707 Shares 10,674 Est. Cost $57.48 Unrealized -1.8%
SO Southern Co. 0.1%
Value ($000) $691 Shares 13,364 Est. Cost $34.95 Unrealized +7.1%
CL Colgate-Palmolive Co. 0.1%
Value ($000) $691 Shares 10,086 Est. Cost $45.21 Unrealized +21.6%
NFLX Netflix Inc. 0.1%
Value ($000) $689 Shares 1,932 Est. Cost $16.86 Unrealized +105.7%
LLY Eli Lilly 0.1%
Value ($000) $686 Shares 5,289 Est. Cost $46.31 Unrealized +139.5%
DVY Ishares Dow Jones Select Divid 0.1%
Value ($000) $669 Shares 6,809 Est. Cost $67.15 Unrealized
PAYX Paychex, Inc. 0.1%
Value ($000) $611 Shares 7,621 Est. Cost $46.69 Unrealized +29.5%
SBUX Starbucks Corp. 0.1%
Value ($000) $580 Shares 7,804 Est. Cost $43.56 Unrealized +36.0%
IWN IShares Russell 2000 Value 0.1%
Value ($000) $574 Shares 4,785 Est. Cost $119.17 Unrealized
Citrix Sys Inc Com 0.1%
Value ($000) $569 Shares 5,705 Est. Cost $65.06 Unrealized
RY Royal Bank of Canada 0.1%
Value ($000) $551 Shares 7,290 Est. Cost $60.86 Unrealized +24.3%
GLW Corning Inc Com 0.1%
Value ($000) $548 Shares 16,561 Est. Cost $15.78 Unrealized +71.4%
Macom Technology Solutions 0.1%
Value ($000) $543 Shares 32,509 Est. Cost $47.85 Unrealized
CVS CVS/Caremark Corp. 0.1%
Value ($000) $537 Shares 9,955 Est. Cost $58.44 Unrealized -15.4%
SLB Schlumberger, Ltd. 0.1%
Value ($000) $537 Shares 12,319 Est. Cost $54.72 Unrealized -34.7%
SPDR Gold Trust 0.1%
Value ($000) $535 Shares 4,381 Est. Cost $119.11 Unrealized
TGT Target Corporation 0.1%
Value ($000) $534 Shares 6,650 Est. Cost $44.58 Unrealized +36.1%
RSP Invesco S&P Equal Weight ETF 0.1%
Value ($000) $530 Shares 5,070 Est. Cost $101.95 Unrealized
CB Chubb LTD. 0.1%
Value ($000) $525 Shares 3,748 Est. Cost $107.54 Unrealized +10.2%
AIG American International Group I 0.1%
Value ($000) $521 Shares 12,105 Est. Cost $35.08 Unrealized +1.8%
BK Bank of New York Mellon Corp c 0.1%
Value ($000) $515 Shares 10,208 Est. Cost $37.07 Unrealized +14.2%
Alibaba Group Holding Ltd 0.1%
Value ($000) $505 Shares 2,769 Est. Cost $152.89 Unrealized
AMGN Amgen 0.1%
Value ($000) $491 Shares 2,587 Est. Cost $112.49 Unrealized +37.5%
NVDA Nvidia Corp 0.1%
Value ($000) $485 Shares 2,700 Est. Cost $4.23 Unrealized -9.1%
Kinder Morgan, Inc 0.1%
Value ($000) $471 Shares 23,547 Est. Cost $38.23 Unrealized
ENB Enbridge Inc 0.1%
Value ($000) $468 Shares 12,914 Est. Cost $24.73 Unrealized -7.4%
FDX FEDEX Corporation 0.1%
Value ($000) $458 Shares 2,527 Est. Cost $151.95 Unrealized +2.6%
JPMorgan Diversified Return Eu 0.0%
Value ($000) $454 Shares 8,140 Est. Cost $60.58 Unrealized
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $443 Shares 5,095 Est. Cost $77.66 Unrealized
GIS General Mills 0.0%
Value ($000) $431 Shares 8,327 Est. Cost $34.40 Unrealized +4.0%
DG Dollar General 0.0%
Value ($000) $418 Shares 3,501 Est. Cost $76.33 Unrealized +39.2%
MDT Medtronic, PLC 0.0%
Value ($000) $408 Shares 4,481 Est. Cost $69.22 Unrealized +7.4%
Broadcom Ltd F 0.0%
Value ($000) $403 Shares 1,340 Est. Cost $221.23 Unrealized
Royal Dutch Shell PLC ADR A (R 0.0%
Value ($000) $401 Shares 6,400 Est. Cost $63.75 Unrealized
IAT iShares Dow Jones US Regional 0.0%
Value ($000) $375 Shares 8,635 Est. Cost $30.26 Unrealized
TOL Toll Brothers Inc 0.0%
Value ($000) $369 Shares 10,195 Est. Cost $33.82 Unrealized +6.3%
American Tower Corporation 0.0%
Value ($000) $369 Shares 1,873 Est. Cost $136.68 Unrealized
Straumann Holding AG 0.0%
Value ($000) $366 Shares 450 Est. Cost $303.08 Unrealized
MDLZ Mondelez International Inc. (A 0.0%
Value ($000) $363 Shares 7,271 Est. Cost $34.63 Unrealized +11.9%
IYT I Shares Transportation Index 0.0%
Value ($000) $351 Shares 1,875 Est. Cost $116.10 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $340 Shares 2,430 Est. Cost $147.73 Unrealized
BDX Becton, Dickinson Co 0.0%
Value ($000) $325 Shares 1,302 Est. Cost $204.05 Unrealized +4.3%
IYC iShares Dow Jones U.S. Consume 0.0%
Value ($000) $324 Shares 1,588 Est. Cost $186.46 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $322 Shares 6,159 Est. Cost $49.45 Unrealized
CSX CSX Corp. 0.0%
Value ($000) $314 Shares 4,200 Est. Cost $13.58 Unrealized +55.4%
IMO Imperial Oil Ltd. 0.0%
Value ($000) $312 Shares 11,407 Est. Cost $25.91 Unrealized -13.1%
ORCL Oracle Systems Corp 0.0%
Value ($000) $310 Shares 5,780 Est. Cost $38.34 Unrealized +20.2%
Nordstrom, Inc. 0.0%
Value ($000) $302 Shares 6,800 Est. Cost $60.46 Unrealized
IJH IShares Core S&P Midcap 400 In 0.0%
Value ($000) $296 Shares 1,563 Est. Cost $152.38 Unrealized
CBT Cabot Corp. 0.0%
Value ($000) $293 Shares 7,050 Est. Cost $28.72 Unrealized +31.9%
AFL AFLAC Inc. 0.0%
Value ($000) $288 Shares 5,762 Est. Cost $32.55 Unrealized +25.9%
UPS United Parcel Service Co 0.0%
Value ($000) $281 Shares 2,511 Est. Cost $78.37 Unrealized +3.3%
DOV Dover Corp. 0.0%
Value ($000) $277 Shares 2,950 Est. Cost $42.43 Unrealized +84.2%
CAT Caterpillar 0.0%
Value ($000) $274 Shares 2,020 Est. Cost $97.83 Unrealized +17.2%
SPDR S&P Dividend ETF 0.0%
Value ($000) $272 Shares 2,735 Est. Cost $85.87 Unrealized
EFA IShares MSCI EAFE Index Fund ( 0.0%
Value ($000) $269 Shares 4,140 Est. Cost $64.45 Unrealized
EPD Enterprise Products Partners 0.0%
Value ($000) $262 Shares 8,996 Est. Cost $27.87 Unrealized
VTI Vanguard US Total Stock Market 0.0%
Value ($000) $255 Shares 1,765 Est. Cost $119.91 Unrealized
IYR IShares DJ US Real Estate 0.0%
Value ($000) $254 Shares 2,920 Est. Cost $72.20 Unrealized
META Facebook Inc. A 0.0%
Value ($000) $250 Shares 1,499 Est. Cost $96.38 Unrealized +63.9%
Activision, Inc. 0.0%
Value ($000) $250 Shares 5,482 Est. Cost $51.73 Unrealized
IBB Ishares Nasdaq Biotech Index 0.0%
Value ($000) $249 Shares 2,230 Est. Cost $217.38 Unrealized
ADSK Autodesk, Inc. 0.0%
Value ($000) $248 Shares 1,589 Est. Cost $132.48 Unrealized +12.8%
SFNC Simmons First National Corp Cl 0.0%
Value ($000) $245 Shares 10,000 Est. Cost $29.34 Unrealized -12.6%
Harris Corp. 0.0%
Value ($000) $240 Shares 1,500 Est. Cost $131.82 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $229 Shares 3,922 Est. Cost $37.11 Unrealized +36.6%
SRE Sempra Energy 0.0%
Value ($000) $229 Shares 1,816 Est. Cost $47.14 Unrealized 0.0%
First Republic Bank 0.0%
Value ($000) $227 Shares 2,263 Est. Cost $100.31 Unrealized
BMO Bank of Montreal 0.0%
Value ($000) $219 Shares 2,922 Est. Cost $55.18 Unrealized 0.0%
ASIX AdvanSix, Inc. 0.0%
Value ($000) $217 Shares 7,600 Est. Cost $27.82 Unrealized 0.0%
WEC WEC Energy Corp. 0.0%
Value ($000) $217 Shares 2,750 Est. Cost $48.74 Unrealized +22.3%
WMB Williams Companies, Inc. 0.0%
Value ($000) $211 Shares 7,350 Est. Cost $18.25 Unrealized 0.0%
DHR Danaher Corp 0.0%
Value ($000) $205 Shares 1,555 Est. Cost $99.39 Unrealized 0.0%
IP International Paper 0.0%
Value ($000) $200 Shares 4,331 Est. Cost $31.79 Unrealized 0.0%
FHN First Horizon National Corp. 0.0%
Value ($000) $193 Shares 13,786 Est. Cost $11.03 Unrealized +2.8%
Capstar Financial Holdings, In 0.0%
Value ($000) $153 Shares 10,612 Est. Cost $14.42 Unrealized
J C Penney Co, Inc. 0.0%
Value ($000) $28 Shares 18,700 Est. Cost $9.36 Unrealized
DXYN Dixie Group, Inc. 0.0%
Value ($000) $26 Shares 27,800 Est. Cost $8.23 Unrealized -87.2%
PotNetwork Holdings Inc. 0.0%
Value ($000) $2 Shares 10,000 Est. Cost $0.20 Unrealized