PATTEN & PATTEN INC/TN Diversified Active

CIK: 0001044905 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 15, 2019

Total Value ($000): $915,052 (100.0% shares, 0.0% debt)

Holdings (235)

AAPL Apple Inc Com 7.0%
Value ($000) $64,235 Shares 286,801 Est. Cost $19.28 Unrealized +160.5%
WestRock Company 5.0%
Value ($000) $45,706 Shares 1,253,936 Est. Cost $47.39 Unrealized
MSFT Microsoft, Inc. 2.9%
Value ($000) $26,460 Shares 190,316 Est. Cost $37.78 Unrealized +243.8%
PGR Progressive Corp. 2.2%
Value ($000) $20,310 Shares 262,908 Est. Cost $32.82 Unrealized +96.9%
INTC Intel Corporation 2.2%
Value ($000) $19,914 Shares 386,455 Est. Cost $23.03 Unrealized +86.8%
AT&T, Inc. 2.1%
Value ($000) $18,970 Shares 501,331 Est. Cost $35.40 Unrealized
Visa, Inc. - Cl. A 2.0%
Value ($000) $18,145 Shares 105,489 Est. Cost $98.31 Unrealized
IXN Ishares S&P Global Tech Sector 1.9%
Value ($000) $17,843 Shares 96,464 Est. Cost $85.18 Unrealized
ABT Abbott Laboratories 1.9%
Value ($000) $17,693 Shares 211,456 Est. Cost $56.79 Unrealized +34.0%
STZ Constellation Brands, Inc. 1.8%
Value ($000) $16,135 Shares 77,839 Est. Cost $118.00 Unrealized +53.3%
EW Edwards Lifesciences Corp. 1.7%
Value ($000) $15,809 Shares 71,889 Est. Cost $34.78 Unrealized +102.0%
JPM JP Morgan Chase & Co Com 1.6%
Value ($000) $14,840 Shares 126,096 Est. Cost $41.60 Unrealized +128.5%
NGVT Ingevity Corporation 1.6%
Value ($000) $14,502 Shares 170,936 Est. Cost $35.45 Unrealized +151.3%
Raytheon Company 1.6%
Value ($000) $14,396 Shares 73,378 Est. Cost $135.85 Unrealized
PYPL PayPal Holdings, Inc. 1.6%
Value ($000) $14,333 Shares 138,361 Est. Cost $42.93 Unrealized +156.0%
AOS A.O. Smith Corp. 1.6%
Value ($000) $14,231 Shares 298,271 Est. Cost $31.61 Unrealized +30.1%
CSCO Cisco Systems, Inc. 1.5%
Value ($000) $13,972 Shares 282,777 Est. Cost $18.92 Unrealized +126.1%
AbbVie Inc. 1.4%
Value ($000) $12,629 Shares 166,792 Est. Cost $57.65 Unrealized
GOOGL Alphabet Inc Cl A 1.4%
Value ($000) $12,355 Shares 10,118 Est. Cost $39.19 Unrealized +50.0%
VZ Verizon Communications Inc. 1.3%
Value ($000) $11,872 Shares 196,680 Est. Cost $34.49 Unrealized +17.2%
JNJ Johnson and Johnson 1.3%
Value ($000) $11,617 Shares 89,791 Est. Cost $65.75 Unrealized +67.3%
TSCO Tractor Supply Company 1.2%
Value ($000) $11,376 Shares 125,780 Est. Cost $11.08 Unrealized +69.2%
NextEra Energy, Inc. 1.2%
Value ($000) $11,364 Shares 48,774 Est. Cost $85.09 Unrealized
ADBE Adobe Inc. 1.2%
Value ($000) $11,319 Shares 40,975 Est. Cost $151.04 Unrealized +93.3%
CMCSA Comcast Corporation - Class A 1.2%
Value ($000) $11,214 Shares 248,750 Est. Cost $31.72 Unrealized +18.3%
Merck & Co., Inc. 1.2%
Value ($000) $11,090 Shares 131,737 Est. Cost $47.31 Unrealized
COST Costco Wholesale Corp. 1.2%
Value ($000) $10,577 Shares 36,713 Est. Cost $115.15 Unrealized +122.6%
TXN Texas Instruments 1.2%
Value ($000) $10,564 Shares 81,741 Est. Cost $69.70 Unrealized +47.6%
IYF IShares DJ US Financial Sect 1.1%
Value ($000) $10,407 Shares 80,846 Est. Cost $72.93 Unrealized
UNH UnitedHealth Group 1.1%
Value ($000) $10,227 Shares 47,058 Est. Cost $193.02 Unrealized +12.5%
CNI Canadian National Railway Co. 1.1%
Value ($000) $10,004 Shares 111,331 Est. Cost $42.84 Unrealized +91.1%
PHM Pultegroup Inc. 1.1%
Value ($000) $9,716 Shares 265,820 Est. Cost $17.63 Unrealized +76.5%
C Citigroup, Inc. 1.0%
Value ($000) $9,441 Shares 136,664 Est. Cost $49.83 Unrealized +8.7%
KO Coca Cola Company 1.0%
Value ($000) $9,367 Shares 172,058 Est. Cost $29.26 Unrealized +50.2%
John Hancock Bk & Thrift Opp F 0.9%
Value ($000) $8,669 Shares 269,465 Est. Cost $21.54 Unrealized
NKE Nike Inc. Class B 0.9%
Value ($000) $8,506 Shares 90,562 Est. Cost $44.70 Unrealized +76.2%
Xilinx, Inc. 0.9%
Value ($000) $8,302 Shares 86,567 Est. Cost $81.07 Unrealized
TJX TJX Companies 0.9%
Value ($000) $7,797 Shares 139,875 Est. Cost $42.16 Unrealized +18.8%
PEP Pepsico 0.8%
Value ($000) $7,747 Shares 56,506 Est. Cost $60.18 Unrealized +81.7%
MMM 3M CO COM 0.8%
Value ($000) $7,712 Shares 46,909 Est. Cost $64.21 Unrealized +72.3%
DAL Delta Airlines 0.8%
Value ($000) $7,593 Shares 131,818 Est. Cost $38.69 Unrealized +46.6%
SPY S & P 500 Depositary Receipt ( 0.8%
Value ($000) $7,507 Shares 25,296 Est. Cost $183.42 Unrealized
INTU Intuit, Inc. 0.8%
Value ($000) $7,339 Shares 27,596 Est. Cost $132.06 Unrealized +99.9%
HON Honeywell International, Inc. 0.8%
Value ($000) $7,267 Shares 42,948 Est. Cost $54.87 Unrealized +153.9%
CVX ChevronTexaco Corporation 0.8%
Value ($000) $7,177 Shares 60,515 Est. Cost $69.63 Unrealized +31.5%
DUK Duke Energy Corp. 0.8%
Value ($000) $7,046 Shares 73,508 Est. Cost $53.28 Unrealized +32.4%
GOOG Alphabet Inc Cl C 0.8%
Value ($000) $7,018 Shares 5,757 Est. Cost $32.82 Unrealized +79.0%
HD Home Depot 0.7%
Value ($000) $6,656 Shares 28,688 Est. Cost $64.93 Unrealized +188.1%
XOM Exxon Mobil Corporation 0.7%
Value ($000) $6,380 Shares 90,361 Est. Cost $53.61 Unrealized +0.3%
COP ConocoPhillips 0.7%
Value ($000) $6,200 Shares 108,811 Est. Cost $39.31 Unrealized +15.3%
NVS Novartis A G Sponsored ADR 0.7%
Value ($000) $6,053 Shares 69,651 Est. Cost $73.48 Unrealized
NOK Nokia Corp - ADR 0.6%
Value ($000) $5,321 Shares 1,051,590 Est. Cost $6.40 Unrealized
VOO Vanguard S&P 500 ETF 0.5%
Value ($000) $4,968 Shares 18,226 Est. Cost $225.98 Unrealized
OXY Occidental Pete Corp Del Com 0.5%
Value ($000) $4,675 Shares 105,127 Est. Cost $44.52 Unrealized -6.3%
AWK American Water Works, Inc. 0.5%
Value ($000) $4,635 Shares 37,310 Est. Cost $80.43 Unrealized +33.1%
PFE Pfizer 0.5%
Value ($000) $4,470 Shares 124,405 Est. Cost $16.87 Unrealized +60.1%
BAC Bank of America Corp. 0.5%
Value ($000) $4,212 Shares 144,383 Est. Cost $13.62 Unrealized +80.4%
GM General Motors 0.5%
Value ($000) $4,196 Shares 111,941 Est. Cost $26.35 Unrealized +36.7%
WY Weyerhaeuser Co. 0.4%
Value ($000) $4,082 Shares 147,369 Est. Cost $19.54 Unrealized +5.0%
NSC Norfolk Southern Corp. 0.4%
Value ($000) $4,031 Shares 22,436 Est. Cost $60.84 Unrealized +165.5%
Suntrust Banks, Inc. 0.4%
Value ($000) $3,788 Shares 55,055 Est. Cost $33.22 Unrealized
WMT Wal-Mart Stores 0.4%
Value ($000) $3,762 Shares 31,696 Est. Cost $25.90 Unrealized +33.1%
Zoetis, Inc. 0.4%
Value ($000) $3,737 Shares 29,992 Est. Cost $33.96 Unrealized
QCOM Qualcomm, Inc. 0.4%
Value ($000) $3,623 Shares 47,500 Est. Cost $47.16 Unrealized +37.8%
ECL Ecolabs 0.4%
Value ($000) $3,613 Shares 18,246 Est. Cost $108.31 Unrealized +72.8%
PG Procter and Gamble 0.4%
Value ($000) $3,603 Shares 28,971 Est. Cost $59.52 Unrealized +69.7%
LULU Lululemon Athletica Inc 0.4%
Value ($000) $3,593 Shares 18,660 Est. Cost $60.66 Unrealized +208.1%
Dolby Laboratories, Inc. 0.4%
Value ($000) $3,559 Shares 55,055 Est. Cost $65.01 Unrealized
BB&T Corporation 0.4%
Value ($000) $3,552 Shares 66,560 Est. Cost $44.70 Unrealized
Health Care Select Sector 0.4%
Value ($000) $3,506 Shares 38,894 Est. Cost $63.80 Unrealized
KEY Keycorp 0.4%
Value ($000) $3,427 Shares 192,078 Est. Cost $12.72 Unrealized -0.2%
DIS Walt Disney 0.4%
Value ($000) $3,375 Shares 25,895 Est. Cost $72.46 Unrealized +85.3%
United Technologies Corp Com 0.4%
Value ($000) $3,352 Shares 24,550 Est. Cost $96.63 Unrealized
ORLY O'Reilly Automotive, Inc. 0.4%
Value ($000) $3,269 Shares 8,204 Est. Cost $13.70 Unrealized +88.5%
LOW Lowe's Companies 0.4%
Value ($000) $3,264 Shares 29,684 Est. Cost $37.04 Unrealized +153.8%
Macquarie Infrastr Co LLC Memb 0.3%
Value ($000) $3,167 Shares 80,245 Est. Cost $66.78 Unrealized
WFC Wells Fargo 0.3%
Value ($000) $2,960 Shares 58,679 Est. Cost $31.26 Unrealized +27.3%
Walgreens Boots Alliance, Inc. 0.3%
Value ($000) $2,915 Shares 52,704 Est. Cost $77.28 Unrealized
KMB Kimberly-Clark 0.3%
Value ($000) $2,892 Shares 20,357 Est. Cost $63.06 Unrealized +74.0%
KBW Regional Banking Index 0.3%
Value ($000) $2,873 Shares 54,430 Est. Cost $41.16 Unrealized
MS Morgan Stanley Com New 0.3%
Value ($000) $2,796 Shares 65,532 Est. Cost $22.36 Unrealized +56.6%
LPX Louisiana Pacific 0.3%
Value ($000) $2,627 Shares 106,880 Est. Cost $22.62 Unrealized +8.9%
KMX CarMax, Inc. 0.3%
Value ($000) $2,290 Shares 26,025 Est. Cost $60.83 Unrealized +41.1%
XLU Utilities Select Sector SPDR F 0.2%
Value ($000) $2,261 Shares 34,929 Est. Cost $46.52 Unrealized
UNM Unum Group Com 0.2%
Value ($000) $2,248 Shares 75,655 Est. Cost $29.99 Unrealized -1.0%
MO Altria Group, Inc. 0.2%
Value ($000) $2,148 Shares 52,507 Est. Cost $16.78 Unrealized +64.5%
DXCM DexCom Inc. 0.2%
Value ($000) $2,117 Shares 14,188 Est. Cost $20.52 Unrealized +89.3%
MCD McDonald's Corp. 0.2%
Value ($000) $2,090 Shares 9,735 Est. Cost $101.24 Unrealized +82.5%
BMY Bristol Myers Squibb Co 0.2%
Value ($000) $2,060 Shares 40,624 Est. Cost $40.48 Unrealized -9.2%
PSX Phillips 66 0.2%
Value ($000) $2,045 Shares 19,966 Est. Cost $59.45 Unrealized +30.0%
Pinnacle Financial Partners, I 0.2%
Value ($000) $1,969 Shares 34,704 Est. Cost $50.20 Unrealized
DD Dupont De Nemours, Inc. 0.2%
Value ($000) $1,958 Shares 27,451 Est. Cost $27.24 Unrealized -4.9%
BP BP Amoco PLC - Spons ADR 0.2%
Value ($000) $1,956 Shares 51,493 Est. Cost $41.84 Unrealized
ASH Ashland Global Holdings, Inc. 0.2%
Value ($000) $1,919 Shares 24,900 Est. Cost $58.10 Unrealized +16.9%
Regions Financial Corp. 0.2%
Value ($000) $1,906 Shares 120,511 Est. Cost $9.98 Unrealized
MA MasterCard Inc. - Class A 0.2%
Value ($000) $1,815 Shares 6,685 Est. Cost $72.78 Unrealized +265.6%
IWM Ishares Russell 2000 0.2%
Value ($000) $1,749 Shares 11,558 Est. Cost $149.70 Unrealized
Xylem, Inc. 0.2%
Value ($000) $1,603 Shares 20,135 Est. Cost $61.73 Unrealized
DOCU DocuSign Inc. 0.2%
Value ($000) $1,588 Shares 25,643 Est. Cost $52.53 Unrealized -0.3%
Technology Select Sect Spdr (x 0.2%
Value ($000) $1,583 Shares 19,651 Est. Cost $32.80 Unrealized
EEM IShares MSCI Emergin Mkt 0.2%
Value ($000) $1,577 Shares 38,595 Est. Cost $41.52 Unrealized
EA Electronic Arts, Inc. 0.2%
Value ($000) $1,544 Shares 15,787 Est. Cost $109.09 Unrealized -16.3%
DOW Dow Inc. 0.2%
Value ($000) $1,514 Shares 31,771 Est. Cost $36.37 Unrealized -10.0%
AMZN Amazon.com, Inc. 0.2%
Value ($000) $1,507 Shares 868 Est. Cost $41.19 Unrealized +125.1%
Vanguard Information Technolog 0.2%
Value ($000) $1,464 Shares 6,793 Est. Cost $154.55 Unrealized
RSG Republic Svcs Inc Com 0.2%
Value ($000) $1,445 Shares 16,700 Est. Cost $26.37 Unrealized +203.3%
ALPS Trust Alerian MLP ETF 0.2%
Value ($000) $1,439 Shares 157,439 Est. Cost $13.56 Unrealized
KR Kroger 0.2%
Value ($000) $1,433 Shares 55,590 Est. Cost $26.50 Unrealized -23.4%
IYG IShares DJ US Financial Servic 0.2%
Value ($000) $1,429 Shares 10,474 Est. Cost $74.91 Unrealized
D Dominion Res Inc VA New 0.2%
Value ($000) $1,409 Shares 17,386 Est. Cost $38.91 Unrealized +50.1%
NOC Northrop Grumman Corp. 0.2%
Value ($000) $1,391 Shares 3,712 Est. Cost $86.61 Unrealized +268.0%
EXAS Exact Sciences Corp 0.2%
Value ($000) $1,385 Shares 15,325 Est. Cost $113.94 Unrealized 0.0%
General Electric Corp. 0.1%
Value ($000) $1,368 Shares 153,027 Est. Cost $24.63 Unrealized
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $1,354 Shares 11,326 Est. Cost $97.17 Unrealized
Industrial Select Spdr 0.1%
Value ($000) $1,313 Shares 16,912 Est. Cost $69.33 Unrealized
ADP Automatic Data Processing 0.1%
Value ($000) $1,297 Shares 8,034 Est. Cost $50.00 Unrealized +187.9%
VMC Vulcan Matls Co Com 0.1%
Value ($000) $1,297 Shares 8,579 Est. Cost $65.49 Unrealized +104.1%
HLT Hilton Worldwide Holdings Inc. 0.1%
Value ($000) $1,295 Shares 13,903 Est. Cost $48.37 Unrealized +93.1%
IVV IShares Core S&P 500 Index Fun 0.1%
Value ($000) $1,275 Shares 4,272 Est. Cost $225.50 Unrealized
EZU IShares MSCI EMU 0.1%
Value ($000) $1,234 Shares 31,740 Est. Cost $43.22 Unrealized
VWO Vanguard Emerging Market ETF 0.1%
Value ($000) $1,220 Shares 30,292 Est. Cost $42.62 Unrealized
EMR Emerson Elec Co Com 0.1%
Value ($000) $1,141 Shares 17,063 Est. Cost $41.66 Unrealized +30.5%
SPLV Invesco S&P 500 Low Volatility 0.1%
Value ($000) $1,138 Shares 19,646 Est. Cost $47.62 Unrealized
XPO XPO Logistics 0.1%
Value ($000) $1,096 Shares 15,312 Est. Cost $21.92 Unrealized +5.5%
IBM International Business Machine 0.1%
Value ($000) $1,054 Shares 7,248 Est. Cost $105.15 Unrealized -2.6%
Linde PLC 0.1%
Value ($000) $1,044 Shares 5,389 Est. Cost $156.06 Unrealized
SPHD Invesco S&P 500 High Dividend 0.1%
Value ($000) $1,027 Shares 24,085 Est. Cost $41.19 Unrealized
NSRGY Nestle SA Spons ADR for REG 0.1%
Value ($000) $1,005 Shares 9,275 Est. Cost $69.53 Unrealized
iShares High Dividend Equity F 0.1%
Value ($000) $978 Shares 10,388 Est. Cost $68.49 Unrealized
MHK Mohawk Industries 0.1%
Value ($000) $973 Shares 7,845 Est. Cost $145.90 Unrealized -12.0%
ETN Eaton Corp. PLC 0.1%
Value ($000) $968 Shares 11,639 Est. Cost $49.36 Unrealized +46.1%
RHHBY Roche Hldg LTD Sponsored ADR 0.1%
Value ($000) $959 Shares 26,312 Est. Cost $40.40 Unrealized
IHE IShares Dow Jones US Pharmaceu 0.1%
Value ($000) $942 Shares 6,735 Est. Cost $103.13 Unrealized
AXP American Express 0.1%
Value ($000) $939 Shares 7,938 Est. Cost $63.06 Unrealized +78.5%
Portola Pharmaceuticals, Inc. 0.1%
Value ($000) $904 Shares 33,700 Est. Cost $26.82 Unrealized
BRK/B Berkshire Hathaway Inc. Class 0.1%
Value ($000) $876 Shares 4,210 Est. Cost $140.26 Unrealized +46.9%
SO Southern Co. 0.1%
Value ($000) $864 Shares 13,992 Est. Cost $35.41 Unrealized +27.9%
QQQ Invesco QQQ Trust Series 1 0.1%
Value ($000) $853 Shares 4,519 Est. Cost $172.41 Unrealized
BA Boeing Corp. 0.1%
Value ($000) $847 Shares 2,226 Est. Cost $229.19 Unrealized +53.7%
MAS Masco Corp. 0.1%
Value ($000) $838 Shares 20,100 Est. Cost $30.86 Unrealized +17.0%
MAR Marriott International Inc. Cl 0.1%
Value ($000) $822 Shares 6,611 Est. Cost $46.87 Unrealized +170.4%
PM Philip Morris International, I 0.1%
Value ($000) $822 Shares 10,826 Est. Cost $56.54 Unrealized +0.3%
HCA Healthcare Co. 0.1%
Value ($000) $818 Shares 6,791 Est. Cost $81.14 Unrealized
APD Air Products and Chemical Co. 0.1%
Value ($000) $812 Shares 3,660 Est. Cost $85.37 Unrealized +125.5%
Energy Select Sector SPDR 0.1%
Value ($000) $811 Shares 13,702 Est. Cost $63.48 Unrealized
UAA Under Armour Inc. - Class A 0.1%
Value ($000) $800 Shares 40,100 Est. Cost $22.49 Unrealized -1.9%
IYW iShares Dow Jones U.S. Technol 0.1%
Value ($000) $794 Shares 3,890 Est. Cost $83.64 Unrealized
Financial Select Sector SPDR ( 0.1%
Value ($000) $763 Shares 27,262 Est. Cost $20.05 Unrealized
UNP Union Pacific 0.1%
Value ($000) $758 Shares 4,681 Est. Cost $72.30 Unrealized +101.7%
CL Colgate-Palmolive Co. 0.1%
Value ($000) $744 Shares 10,121 Est. Cost $45.21 Unrealized +38.3%
FDX FEDEX Corporation 0.1%
Value ($000) $737 Shares 5,062 Est. Cost $147.60 Unrealized -2.9%
PRU Prudential Financial, Inc. 0.1%
Value ($000) $731 Shares 8,130 Est. Cost $45.37 Unrealized +44.9%
TGT Target Corporation 0.1%
Value ($000) $711 Shares 6,650 Est. Cost $44.58 Unrealized +80.3%
GLW Corning Inc Com 0.1%
Value ($000) $706 Shares 24,767 Est. Cost $19.09 Unrealized +30.9%
DVY Ishares Dow Jones Select Divid 0.1%
Value ($000) $698 Shares 6,850 Est. Cost $67.15 Unrealized
LMT Lockheed Martin Corporation 0.1%
Value ($000) $691 Shares 1,771 Est. Cost $202.43 Unrealized +56.3%
CVS CVS/Caremark Corp. 0.1%
Value ($000) $645 Shares 10,230 Est. Cost $58.04 Unrealized -16.7%
CTVA Corteva, Inc. 0.1%
Value ($000) $643 Shares 22,956 Est. Cost $25.02 Unrealized +6.6%
ACACIA Communication 0.1%
Value ($000) $636 Shares 9,720 Est. Cost $42.69 Unrealized
LLY Eli Lilly 0.1%
Value ($000) $625 Shares 5,590 Est. Cost $49.86 Unrealized +106.0%
AIG American International Group I 0.1%
Value ($000) $624 Shares 11,205 Est. Cost $35.08 Unrealized +33.3%
AMGN Amgen 0.1%
Value ($000) $592 Shares 3,057 Est. Cost $123.15 Unrealized +28.3%
XBI SPDR S&P Biotech ETF (xbi) 0.1%
Value ($000) $584 Shares 7,655 Est. Cost $97.59 Unrealized
RY Royal Bank of Canada 0.1%
Value ($000) $582 Shares 7,165 Est. Cost $60.86 Unrealized +28.3%
Alibaba Group Holding Ltd 0.1%
Value ($000) $580 Shares 3,469 Est. Cost $155.91 Unrealized
PAYX Paychex, Inc. 0.1%
Value ($000) $578 Shares 6,986 Est. Cost $46.69 Unrealized +48.1%
Macom Technology Solutions 0.1%
Value ($000) $576 Shares 26,815 Est. Cost $47.85 Unrealized
SBUX Starbucks Corp. 0.1%
Value ($000) $566 Shares 6,399 Est. Cost $43.56 Unrealized +85.1%
NVDA Nvidia Corp 0.1%
Value ($000) $564 Shares 3,240 Est. Cost $4.21 Unrealized -0.7%
CB Chubb LTD. 0.1%
Value ($000) $524 Shares 3,244 Est. Cost $107.54 Unrealized +29.6%
IWN IShares Russell 2000 Value 0.1%
Value ($000) $524 Shares 4,390 Est. Cost $119.17 Unrealized
NFLX Netflix Inc. 0.1%
Value ($000) $508 Shares 1,897 Est. Cost $16.86 Unrealized +85.6%
RSP Invesco S&P Equal Weight ETF 0.1%
Value ($000) $500 Shares 4,628 Est. Cost $101.95 Unrealized
USMV Ishares MSCI USA Minimum Volat 0.1%
Value ($000) $483 Shares 7,537 Est. Cost $52.41 Unrealized
Kinder Morgan, Inc 0.1%
Value ($000) $480 Shares 23,292 Est. Cost $38.04 Unrealized
VNQ Vanguard REIT Index ETF 0.1%
Value ($000) $472 Shares 5,066 Est. Cost $77.66 Unrealized
MDT Medtronic, PLC 0.1%
Value ($000) $465 Shares 4,281 Est. Cost $69.22 Unrealized +26.5%
GIS General Mills 0.1%
Value ($000) $458 Shares 8,307 Est. Cost $34.40 Unrealized +26.1%
DG Dollar General 0.0%
Value ($000) $457 Shares 2,878 Est. Cost $76.33 Unrealized +74.0%
MDLZ Mondelez International Inc. (A 0.0%
Value ($000) $457 Shares 8,266 Est. Cost $36.01 Unrealized +29.7%
Citrix Sys Inc Com 0.0%
Value ($000) $449 Shares 4,655 Est. Cost $65.06 Unrealized
BK Bank of New York Mellon Corp c 0.0%
Value ($000) $443 Shares 9,808 Est. Cost $37.07 Unrealized -0.2%
ENB Enbridge Inc 0.0%
Value ($000) $414 Shares 11,801 Est. Cost $24.73 Unrealized -8.4%
American Tower Corporation 0.0%
Value ($000) $414 Shares 1,873 Est. Cost $136.68 Unrealized
SPDR Gold Trust 0.0%
Value ($000) $388 Shares 2,796 Est. Cost $119.11 Unrealized
TOL Toll Brothers Inc 0.0%
Value ($000) $387 Shares 9,420 Est. Cost $33.82 Unrealized +9.0%
JPMorgan Diversified Return Eu 0.0%
Value ($000) $386 Shares 6,985 Est. Cost $60.58 Unrealized
Broadcom Ltd F 0.0%
Value ($000) $370 Shares 1,340 Est. Cost $221.23 Unrealized
Straumann Holding AG 0.0%
Value ($000) $367 Shares 450 Est. Cost $303.08 Unrealized
IAT iShares Dow Jones US Regional 0.0%
Value ($000) $365 Shares 7,835 Est. Cost $30.26 Unrealized
DIA SPDR Dow Jones Industrial Aver 0.0%
Value ($000) $358 Shares 1,331 Est. Cost $268.97 Unrealized
ORCL Oracle Systems Corp 0.0%
Value ($000) $357 Shares 6,482 Est. Cost $39.78 Unrealized +26.6%
Royal Dutch Shell PLC ADR A (R 0.0%
Value ($000) $353 Shares 6,000 Est. Cost $63.75 Unrealized
IYC iShares Dow Jones U.S. Consume 0.0%
Value ($000) $348 Shares 1,603 Est. Cost $187.22 Unrealized
SLB Schlumberger, Ltd. 0.0%
Value ($000) $343 Shares 10,051 Est. Cost $54.72 Unrealized -43.4%
LHX L3Harris Technologies, Inc. 0.0%
Value ($000) $339 Shares 1,623 Est. Cost $180.55 Unrealized 0.0%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $337 Shares 6,159 Est. Cost $49.45 Unrealized
BDX Becton, Dickinson Co 0.0%
Value ($000) $334 Shares 1,322 Est. Cost $204.14 Unrealized +9.5%
IYT I Shares Transportation Index 0.0%
Value ($000) $316 Shares 1,700 Est. Cost $116.10 Unrealized
EPD Enterprise Products Partners 0.0%
Value ($000) $311 Shares 10,896 Est. Cost $28.01 Unrealized
Novocure Limited 0.0%
Value ($000) $308 Shares 4,125 Est. Cost $63.27 Unrealized
CBT Cabot Corp. 0.0%
Value ($000) $301 Shares 6,650 Est. Cost $28.72 Unrealized +28.4%
AFL AFLAC Inc. 0.0%
Value ($000) $301 Shares 5,762 Est. Cost $32.55 Unrealized +39.4%
IMO Imperial Oil Ltd. 0.0%
Value ($000) $297 Shares 11,407 Est. Cost $25.91 Unrealized -15.0%
IYR IShares DJ US Real Estate 0.0%
Value ($000) $295 Shares 3,156 Est. Cost $73.43 Unrealized
DOV Dover Corp. 0.0%
Value ($000) $294 Shares 2,950 Est. Cost $42.43 Unrealized +106.6%
IJH IShares Core S&P Midcap 400 In 0.0%
Value ($000) $292 Shares 1,513 Est. Cost $152.38 Unrealized
CSX CSX Corp. 0.0%
Value ($000) $291 Shares 4,200 Est. Cost $13.58 Unrealized +57.2%
Activision, Inc. 0.0%
Value ($000) $290 Shares 5,482 Est. Cost $51.73 Unrealized
SPDR S&P Dividend ETF 0.0%
Value ($000) $281 Shares 2,735 Est. Cost $85.87 Unrealized
ADSK Autodesk, Inc. 0.0%
Value ($000) $279 Shares 1,889 Est. Cost $136.15 Unrealized +14.3%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $278 Shares 1,905 Est. Cost $147.73 Unrealized
Communication Services Select 0.0%
Value ($000) $278 Shares 5,605 Est. Cost $49.19 Unrealized
CAT Caterpillar 0.0%
Value ($000) $274 Shares 2,170 Est. Cost $99.20 Unrealized +12.0%
SRE Sempra Energy 0.0%
Value ($000) $268 Shares 1,816 Est. Cost $47.14 Unrealized +20.6%
VTI Vanguard US Total Stock Market 0.0%
Value ($000) $267 Shares 1,767 Est. Cost $119.91 Unrealized
AMAT Applied Materials, Inc. 0.0%
Value ($000) $261 Shares 5,225 Est. Cost $39.35 Unrealized +15.2%
META Facebook Inc. A 0.0%
Value ($000) $254 Shares 1,424 Est. Cost $100.92 Unrealized +87.0%
SFNC Simmons First National Corp Cl 0.0%
Value ($000) $249 Shares 10,000 Est. Cost $29.34 Unrealized -16.5%
Nordstrom, Inc. 0.0%
Value ($000) $229 Shares 6,800 Est. Cost $60.46 Unrealized
Vanguard Health Care ETF 0.0%
Value ($000) $226 Shares 1,345 Est. Cost $173.98 Unrealized
FHN First Horizon National Corp. 0.0%
Value ($000) $223 Shares 13,786 Est. Cost $11.03 Unrealized +12.0%
EFA IShares MSCI EAFE Index Fund ( 0.0%
Value ($000) $221 Shares 3,392 Est. Cost $64.45 Unrealized
ALC Alcon, Inc. 0.0%
Value ($000) $217 Shares 3,718 Est. Cost $57.87 Unrealized +2.2%
BMO Bank of Montreal 0.0%
Value ($000) $215 Shares 2,922 Est. Cost $55.18 Unrealized +0.5%
First Republic Bank 0.0%
Value ($000) $214 Shares 2,213 Est. Cost $100.31 Unrealized
RMD Resmed, Inc. 0.0%
Value ($000) $213 Shares 1,580 Est. Cost $123.97 Unrealized 0.0%
UPS United Parcel Service Co 0.0%
Value ($000) $204 Shares 1,706 Est. Cost $78.37 Unrealized +13.5%
VUG Vanguard Growth ETF 0.0%
Value ($000) $201 Shares 1,210 Est. Cost $166.12 Unrealized
WSM Williams-Sonoma, Inc. 0.0%
Value ($000) $201 Shares 2,957 Est. Cost $29.05 Unrealized 0.0%
Capstar Financial Holdings, In 0.0%
Value ($000) $176 Shares 10,612 Est. Cost $14.42 Unrealized
DXYN Dixie Group, Inc. 0.0%
Value ($000) $36 Shares 25,800 Est. Cost $8.23 Unrealized -89.3%
J C Penney Co, Inc. 0.0%
Value ($000) $11 Shares 12,300 Est. Cost $9.36 Unrealized
Sanches Energy Corp. 0.0%
Value ($000) $1 Shares 25,000 Est. Cost $0.04 Unrealized
PotNetwork Holdings Inc. 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.20 Unrealized