PATTEN & PATTEN INC/TN Diversified Active

CIK: 0001044905 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 21, 2020

Total Value ($000): $914,119 (100.0% shares, 0.0% debt)

Holdings (233)

AAPL Apple Inc Com 10.6%
Value ($000) $97,338 Shares 266,825 Est. Cost $19.28 Unrealized +289.5%
MSFT Microsoft, Inc. 4.2%
Value ($000) $38,596 Shares 189,654 Est. Cost $37.78 Unrealized +358.0%
WestRock Company 4.0%
Value ($000) $36,654 Shares 1,297,022 Est. Cost $46.74 Unrealized
IXN Ishares S&P Global Tech Sector 2.4%
Value ($000) $22,283 Shares 94,602 Est. Cost $85.18 Unrealized
INTC Intel Corporation 2.4%
Value ($000) $21,941 Shares 366,714 Est. Cost $23.03 Unrealized +131.0%
PYPL PayPal Holdings, Inc. 2.3%
Value ($000) $21,407 Shares 122,866 Est. Cost $42.93 Unrealized +221.2%
Visa, Inc. - Cl. A 2.2%
Value ($000) $20,440 Shares 105,816 Est. Cost $99.49 Unrealized
ABT Abbott Laboratories 2.1%
Value ($000) $18,837 Shares 206,025 Est. Cost $56.79 Unrealized +44.3%
AbbVie Inc. 2.0%
Value ($000) $18,238 Shares 185,757 Est. Cost $60.38 Unrealized
ADBE Adobe Inc. 1.8%
Value ($000) $16,900 Shares 38,822 Est. Cost $151.04 Unrealized +145.3%
GOOGL Alphabet Inc Cl A 1.7%
Value ($000) $15,698 Shares 11,070 Est. Cost $41.83 Unrealized +60.0%
AT&T, Inc. 1.7%
Value ($000) $15,543 Shares 514,155 Est. Cost $35.46 Unrealized
PGR Progressive Corp. 1.7%
Value ($000) $15,146 Shares 189,061 Est. Cost $32.82 Unrealized +102.2%
TSCO Tractor Supply Company 1.7%
Value ($000) $15,099 Shares 114,565 Est. Cost $11.08 Unrealized +80.6%
EW Edwards Lifesciences Corp. 1.5%
Value ($000) $14,149 Shares 204,738 Est. Cost $58.85 Unrealized +20.8%
CSCO Cisco Systems, Inc. 1.5%
Value ($000) $14,126 Shares 302,877 Est. Cost $20.10 Unrealized +84.0%
UNH UnitedHealth Group 1.4%
Value ($000) $12,820 Shares 43,467 Est. Cost $193.02 Unrealized +35.3%
JPM JP Morgan Chase & Co Com 1.4%
Value ($000) $12,776 Shares 135,826 Est. Cost $45.48 Unrealized +79.7%
JNJ Johnson and Johnson 1.3%
Value ($000) $12,239 Shares 87,033 Est. Cost $65.75 Unrealized +89.0%
AOS A.O. Smith Corp. 1.3%
Value ($000) $12,149 Shares 257,823 Est. Cost $31.61 Unrealized +24.8%
RTX Raytheon Technologies Corp. 1.3%
Value ($000) $11,799 Shares 191,488 Est. Cost $54.61 Unrealized 0.0%
STZ Constellation Brands, Inc. 1.3%
Value ($000) $11,639 Shares 66,530 Est. Cost $118.00 Unrealized +28.7%
VZ Verizon Communications Inc. 1.2%
Value ($000) $11,360 Shares 206,057 Est. Cost $34.80 Unrealized +17.1%
NextEra Energy, Inc. 1.2%
Value ($000) $11,184 Shares 46,569 Est. Cost $85.09 Unrealized
COST Costco Wholesale Corp. 1.1%
Value ($000) $10,374 Shares 34,214 Est. Cost $115.15 Unrealized +142.5%
Merck & Co., Inc. 1.1%
Value ($000) $10,350 Shares 133,844 Est. Cost $47.90 Unrealized
CMCSA Comcast Corporation - Class A 1.1%
Value ($000) $10,299 Shares 264,219 Est. Cost $31.92 Unrealized +2.6%
CNI Canadian National Railway Co. 1.0%
Value ($000) $9,206 Shares 103,944 Est. Cost $42.84 Unrealized +74.6%
NKE Nike Inc. Class B 1.0%
Value ($000) $8,916 Shares 90,929 Est. Cost $45.82 Unrealized +86.5%
TXN Texas Instruments 1.0%
Value ($000) $8,885 Shares 69,975 Est. Cost $69.70 Unrealized +42.8%
SPY S & P 500 Depositary Receipt ( 0.9%
Value ($000) $8,533 Shares 27,674 Est. Cost $190.44 Unrealized
IYF IShares DJ US Financial Sect 0.9%
Value ($000) $8,047 Shares 73,058 Est. Cost $72.93 Unrealized
GOOG Alphabet Inc Cl C 0.9%
Value ($000) $7,966 Shares 5,635 Est. Cost $33.20 Unrealized +101.7%
DOCU DocuSign Inc. 0.9%
Value ($000) $7,771 Shares 45,125 Est. Cost $64.43 Unrealized +95.6%
INTU Intuit, Inc. 0.8%
Value ($000) $7,664 Shares 25,875 Est. Cost $132.06 Unrealized +100.6%
Xilinx, Inc. 0.8%
Value ($000) $7,635 Shares 77,603 Est. Cost $81.07 Unrealized
KO Coca Cola Company 0.8%
Value ($000) $7,629 Shares 170,748 Est. Cost $29.41 Unrealized +31.7%
NGVT Ingevity Corporation 0.8%
Value ($000) $7,479 Shares 142,261 Est. Cost $35.45 Unrealized +33.9%
PEP Pepsico 0.8%
Value ($000) $7,458 Shares 56,390 Est. Cost $60.18 Unrealized +84.1%
TJX TJX Companies 0.8%
Value ($000) $7,276 Shares 143,899 Est. Cost $42.39 Unrealized +10.0%
HD Home Depot 0.8%
Value ($000) $7,147 Shares 28,528 Est. Cost $64.93 Unrealized +207.6%
MMM 3M CO COM 0.8%
Value ($000) $7,046 Shares 45,170 Est. Cost $64.21 Unrealized +59.5%
DUK Duke Energy Corp. 0.7%
Value ($000) $6,132 Shares 76,758 Est. Cost $54.57 Unrealized +23.9%
HON Honeywell International, Inc. 0.7%
Value ($000) $6,036 Shares 41,749 Est. Cost $54.87 Unrealized +114.8%
NVS Novartis A G Sponsored ADR 0.6%
Value ($000) $5,759 Shares 65,943 Est. Cost $73.48 Unrealized
LULU Lululemon Athletica Inc 0.6%
Value ($000) $5,649 Shares 18,105 Est. Cost $60.66 Unrealized +321.6%
PHM Pultegroup Inc. 0.6%
Value ($000) $5,242 Shares 154,039 Est. Cost $17.63 Unrealized +60.8%
DXCM DexCom Inc. 0.6%
Value ($000) $5,177 Shares 12,770 Est. Cost $20.52 Unrealized +335.9%
COP ConocoPhillips 0.5%
Value ($000) $5,004 Shares 119,074 Est. Cost $39.49 Unrealized -16.6%
VOO Vanguard S&P 500 ETF 0.5%
Value ($000) $4,983 Shares 17,582 Est. Cost $225.98 Unrealized
BMY Bristol Myers Squibb Co 0.5%
Value ($000) $4,722 Shares 80,303 Est. Cost $44.12 Unrealized +8.6%
CVX ChevronTexaco Corporation 0.5%
Value ($000) $4,709 Shares 52,770 Est. Cost $69.63 Unrealized +0.3%
TFC Truist Financial Corp. 0.5%
Value ($000) $4,639 Shares 123,542 Est. Cost $40.89 Unrealized -32.2%
DIS Walt Disney 0.5%
Value ($000) $4,469 Shares 40,077 Est. Cost $89.43 Unrealized +20.6%
QCOM Qualcomm, Inc. 0.5%
Value ($000) $4,463 Shares 48,927 Est. Cost $47.77 Unrealized +48.5%
ORLY O'Reilly Automotive, Inc. 0.5%
Value ($000) $4,270 Shares 10,126 Est. Cost $16.09 Unrealized +62.4%
DLR Digital Realty Trust, Inc. 0.4%
Value ($000) $4,075 Shares 28,674 Est. Cost $116.37 Unrealized 0.0%
WMT Wal-Mart Stores 0.4%
Value ($000) $4,045 Shares 33,768 Est. Cost $26.42 Unrealized +44.1%
AWK American Water Works, Inc. 0.4%
Value ($000) $4,032 Shares 31,335 Est. Cost $80.43 Unrealized +39.1%
LOW Lowe's Companies 0.4%
Value ($000) $3,974 Shares 29,410 Est. Cost $37.97 Unrealized +172.1%
ECL Ecolabs 0.4%
Value ($000) $3,934 Shares 19,776 Est. Cost $113.87 Unrealized +60.0%
XOM Exxon Mobil Corporation 0.4%
Value ($000) $3,887 Shares 86,908 Est. Cost $53.61 Unrealized -35.1%
Health Care Select Sector 0.4%
Value ($000) $3,815 Shares 38,123 Est. Cost $63.80 Unrealized
UPS United Parcel Service Co 0.4%
Value ($000) $3,800 Shares 34,177 Est. Cost $81.84 Unrealized -2.6%
LPX Louisiana Pacific 0.4%
Value ($000) $3,763 Shares 146,700 Est. Cost $23.81 Unrealized -11.1%
NSC Norfolk Southern Corp. 0.4%
Value ($000) $3,689 Shares 21,011 Est. Cost $60.84 Unrealized +148.2%
PG Procter and Gamble 0.4%
Value ($000) $3,547 Shares 29,666 Est. Cost $61.16 Unrealized +66.0%
DAL Delta Airlines 0.4%
Value ($000) $3,389 Shares 120,813 Est. Cost $38.69 Unrealized -36.0%
PFE Pfizer 0.4%
Value ($000) $3,367 Shares 102,972 Est. Cost $17.02 Unrealized +52.7%
Zoetis, Inc. 0.4%
Value ($000) $3,270 Shares 23,864 Est. Cost $33.96 Unrealized
Dolby Laboratories, Inc. 0.4%
Value ($000) $3,230 Shares 49,030 Est. Cost $65.01 Unrealized
WY Weyerhaeuser Co. 0.3%
Value ($000) $2,980 Shares 132,698 Est. Cost $19.54 Unrealized -15.9%
GM General Motors 0.3%
Value ($000) $2,966 Shares 117,243 Est. Cost $26.44 Unrealized -11.2%
BAC Bank of America Corp. 0.3%
Value ($000) $2,943 Shares 123,936 Est. Cost $13.62 Unrealized +51.0%
AMZN Amazon.com, Inc. 0.3%
Value ($000) $2,894 Shares 1,049 Est. Cost $55.99 Unrealized +115.7%
C Citigroup, Inc. 0.3%
Value ($000) $2,810 Shares 54,985 Est. Cost $50.14 Unrealized -22.9%
NOK Nokia Corp - ADR 0.3%
Value ($000) $2,603 Shares 591,620 Est. Cost $6.40 Unrealized
MS Morgan Stanley Com New 0.3%
Value ($000) $2,528 Shares 52,331 Est. Cost $22.36 Unrealized +57.5%
KMB Kimberly-Clark 0.2%
Value ($000) $2,176 Shares 15,392 Est. Cost $63.06 Unrealized +78.7%
Technology Select Sect Spdr (x 0.2%
Value ($000) $2,157 Shares 20,643 Est. Cost $35.47 Unrealized
MCD McDonald's Corp. 0.2%
Value ($000) $2,143 Shares 11,616 Est. Cost $113.13 Unrealized +42.3%
MA MasterCard Inc. - Class A 0.2%
Value ($000) $2,066 Shares 6,987 Est. Cost $80.53 Unrealized +239.4%
Walgreens Boots Alliance, Inc. 0.2%
Value ($000) $1,988 Shares 46,891 Est. Cost $77.28 Unrealized
XLU Utilities Select Sector SPDR F 0.2%
Value ($000) $1,871 Shares 33,148 Est. Cost $47.08 Unrealized
KR Kroger 0.2%
Value ($000) $1,819 Shares 53,723 Est. Cost $26.44 Unrealized +8.9%
KMX CarMax, Inc. 0.2%
Value ($000) $1,805 Shares 20,160 Est. Cost $60.83 Unrealized +28.8%
IVV IShares Core S&P 500 Index Fun 0.2%
Value ($000) $1,676 Shares 5,411 Est. Cost $248.29 Unrealized
DOW Dow Inc. 0.2%
Value ($000) $1,609 Shares 39,486 Est. Cost $36.45 Unrealized -26.3%
ASH Ashland Global Holdings, Inc. 0.2%
Value ($000) $1,574 Shares 22,785 Est. Cost $58.10 Unrealized -3.3%
NVDA Nvidia Corp 0.2%
Value ($000) $1,573 Shares 4,140 Est. Cost $4.75 Unrealized +69.8%
Vanguard Information Technolog 0.2%
Value ($000) $1,545 Shares 5,543 Est. Cost $156.79 Unrealized
EEM IShares MSCI Emergin Mkt 0.2%
Value ($000) $1,528 Shares 38,203 Est. Cost $41.95 Unrealized
Planet Fitness Inc. - Cl A 0.2%
Value ($000) $1,518 Shares 25,066 Est. Cost $53.05 Unrealized
PSX Phillips 66 0.2%
Value ($000) $1,500 Shares 20,858 Est. Cost $59.88 Unrealized -6.1%
Macquarie Infrastr Co LLC Memb 0.2%
Value ($000) $1,493 Shares 48,645 Est. Cost $66.78 Unrealized
SPDR Gold Trust 0.2%
Value ($000) $1,481 Shares 8,851 Est. Cost $146.81 Unrealized
IWM Ishares Russell 2000 0.2%
Value ($000) $1,468 Shares 10,254 Est. Cost $150.09 Unrealized
EXAS Exact Sciences Corp 0.2%
Value ($000) $1,442 Shares 16,588 Est. Cost $108.35 Unrealized -26.3%
VWO Vanguard Emerging Market ETF 0.2%
Value ($000) $1,425 Shares 35,967 Est. Cost $41.74 Unrealized
D Dominion Res Inc VA New 0.2%
Value ($000) $1,419 Shares 17,479 Est. Cost $39.17 Unrealized +59.9%
Pinnacle Financial Partners, I 0.2%
Value ($000) $1,418 Shares 33,766 Est. Cost $50.20 Unrealized
EA Electronic Arts, Inc. 0.2%
Value ($000) $1,401 Shares 10,606 Est. Cost $109.09 Unrealized +5.3%
TGT Target Corporation 0.2%
Value ($000) $1,398 Shares 11,660 Est. Cost $67.05 Unrealized +46.4%
HLT Hilton Worldwide Holdings Inc. 0.2%
Value ($000) $1,384 Shares 18,848 Est. Cost $57.98 Unrealized +26.4%
Xylem, Inc. 0.1%
Value ($000) $1,366 Shares 21,035 Est. Cost $61.90 Unrealized
RSG Republic Svcs Inc Com 0.1%
Value ($000) $1,290 Shares 15,725 Est. Cost $26.37 Unrealized +182.4%
Industrial Select Spdr 0.1%
Value ($000) $1,255 Shares 18,263 Est. Cost $70.47 Unrealized
ADP Automatic Data Processing 0.1%
Value ($000) $1,225 Shares 8,228 Est. Cost $51.82 Unrealized +145.1%
General Electric Corp. 0.1%
Value ($000) $1,213 Shares 177,549 Est. Cost $19.84 Unrealized
BP BP Amoco PLC - Spons ADR 0.1%
Value ($000) $1,197 Shares 51,343 Est. Cost $41.79 Unrealized
QQQ Invesco QQQ Trust Series 1 0.1%
Value ($000) $1,196 Shares 4,831 Est. Cost $176.07 Unrealized
LMT Lockheed Martin Corporation 0.1%
Value ($000) $1,160 Shares 3,178 Est. Cost $261.21 Unrealized +23.9%
NOC Northrop Grumman Corp. 0.1%
Value ($000) $1,141 Shares 3,712 Est. Cost $86.61 Unrealized +244.7%
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $1,138 Shares 9,711 Est. Cost $100.03 Unrealized
SPLV Invesco S&P 500 Low Volatility 0.1%
Value ($000) $1,138 Shares 22,906 Est. Cost $48.71 Unrealized
IYG IShares DJ US Financial Servic 0.1%
Value ($000) $1,123 Shares 9,403 Est. Cost $74.91 Unrealized
RHHBY Roche Hldg LTD Sponsored ADR 0.1%
Value ($000) $1,118 Shares 25,762 Est. Cost $40.40 Unrealized
NFLX Netflix Inc. 0.1%
Value ($000) $1,087 Shares 2,388 Est. Cost $23.10 Unrealized +84.3%
FDX FEDEX Corporation 0.1%
Value ($000) $1,076 Shares 7,672 Est. Cost $140.16 Unrealized -19.2%
VMC Vulcan Matls Co Com 0.1%
Value ($000) $1,057 Shares 9,122 Est. Cost $69.05 Unrealized +51.3%
NSRGY Nestle SA Spons ADR for REG 0.1%
Value ($000) $1,056 Shares 9,558 Est. Cost $70.37 Unrealized
IYW iShares Dow Jones U.S. Technol 0.1%
Value ($000) $1,050 Shares 3,890 Est. Cost $83.64 Unrealized
Regions Financial Corp. 0.1%
Value ($000) $1,035 Shares 93,096 Est. Cost $9.98 Unrealized
XPO XPO Logistics 0.1%
Value ($000) $1,032 Shares 13,362 Est. Cost $21.92 Unrealized +9.2%
LLY Eli Lilly 0.1%
Value ($000) $1,020 Shares 6,212 Est. Cost $59.27 Unrealized +142.8%
Linde PLC 0.1%
Value ($000) $1,020 Shares 4,811 Est. Cost $156.06 Unrealized
ETN Eaton Corp. PLC 0.1%
Value ($000) $1,001 Shares 11,439 Est. Cost $49.36 Unrealized +51.5%
IHE IShares Dow Jones US Pharmaceu 0.1%
Value ($000) $954 Shares 6,200 Est. Cost $103.13 Unrealized
KEY Keycorp 0.1%
Value ($000) $949 Shares 77,908 Est. Cost $12.72 Unrealized -30.7%
UNM Unum Group Com 0.1%
Value ($000) $938 Shares 56,520 Est. Cost $29.99 Unrealized -47.4%
Crown Castle International Cor 0.1%
Value ($000) $930 Shares 5,557 Est. Cost $145.37 Unrealized
AVGO Broadcom Inc. 0.1%
Value ($000) $896 Shares 2,840 Est. Cost $24.30 Unrealized +0.9%
SPHD Invesco S&P 500 High Dividend 0.1%
Value ($000) $881 Shares 26,760 Est. Cost $41.47 Unrealized
APD Air Products and Chemical Co. 0.1%
Value ($000) $872 Shares 3,612 Est. Cost $85.37 Unrealized +132.7%
iShares High Dividend Equity F 0.1%
Value ($000) $868 Shares 10,698 Est. Cost $71.11 Unrealized
EMR Emerson Elec Co Com 0.1%
Value ($000) $868 Shares 13,988 Est. Cost $41.66 Unrealized +20.7%
UNP Union Pacific 0.1%
Value ($000) $864 Shares 5,110 Est. Cost $78.36 Unrealized +80.5%
SO Southern Co. 0.1%
Value ($000) $859 Shares 16,566 Est. Cost $37.62 Unrealized +19.0%
XBI SPDR S&P Biotech ETF (xbi) 0.1%
Value ($000) $839 Shares 7,495 Est. Cost $97.59 Unrealized
IBM International Business Machine 0.1%
Value ($000) $835 Shares 6,916 Est. Cost $104.74 Unrealized -12.7%
AMGN Amgen 0.1%
Value ($000) $810 Shares 3,435 Est. Cost $135.01 Unrealized +42.0%
MAS Masco Corp. 0.1%
Value ($000) $807 Shares 16,065 Est. Cost $30.86 Unrealized +27.7%
CL Colgate-Palmolive Co. 0.1%
Value ($000) $792 Shares 10,817 Est. Cost $46.18 Unrealized +35.0%
MHK Mohawk Industries 0.1%
Value ($000) $790 Shares 7,761 Est. Cost $145.90 Unrealized -39.7%
AXP American Express 0.1%
Value ($000) $767 Shares 8,053 Est. Cost $63.69 Unrealized +34.4%
CVS CVS/Caremark Corp. 0.1%
Value ($000) $760 Shares 11,698 Est. Cost $57.64 Unrealized -8.7%
HCA Healthcare Co. 0.1%
Value ($000) $759 Shares 7,820 Est. Cost $82.47 Unrealized
Alibaba Group Holding Ltd 0.1%
Value ($000) $747 Shares 3,463 Est. Cost $156.32 Unrealized
Communication Services Select 0.1%
Value ($000) $718 Shares 13,295 Est. Cost $49.72 Unrealized
PM Philip Morris International, I 0.1%
Value ($000) $698 Shares 9,959 Est. Cost $56.54 Unrealized -3.1%
GLW Corning Inc Com 0.1%
Value ($000) $690 Shares 26,651 Est. Cost $19.26 Unrealized +0.7%
Abiomed Inc. 0.1%
Value ($000) $689 Shares 2,852 Est. Cost $145.16 Unrealized
OTIS Otis Worldwide Corp. 0.1%
Value ($000) $668 Shares 11,745 Est. Cost $47.48 Unrealized 0.0%
BRK/B Berkshire Hathaway Inc. Class 0.1%
Value ($000) $664 Shares 3,718 Est. Cost $150.21 Unrealized +21.6%
Citrix Sys Inc Com 0.1%
Value ($000) $636 Shares 4,299 Est. Cost $65.06 Unrealized
DD Dupont De Nemours, Inc. 0.1%
Value ($000) $633 Shares 11,910 Est. Cost $27.24 Unrealized -36.0%
Financial Select Sector SPDR ( 0.1%
Value ($000) $612 Shares 26,437 Est. Cost $20.05 Unrealized
KBW Regional Banking Index 0.1%
Value ($000) $587 Shares 15,280 Est. Cost $41.16 Unrealized
MAR Marriott International Inc. Cl 0.1%
Value ($000) $567 Shares 6,611 Est. Cost $46.87 Unrealized +78.7%
MO Altria Group, Inc. 0.1%
Value ($000) $560 Shares 14,270 Est. Cost $16.78 Unrealized +48.8%
BA Boeing Corp. 0.1%
Value ($000) $559 Shares 3,051 Est. Cost $245.52 Unrealized -37.4%
PK Park Hotels & Resorts Inc. 0.1%
Value ($000) $553 Shares 55,915 Est. Cost $7.93 Unrealized
DG Dollar General 0.1%
Value ($000) $539 Shares 2,831 Est. Cost $76.33 Unrealized +119.0%
DVY Ishares Dow Jones Select Divid 0.1%
Value ($000) $534 Shares 6,620 Est. Cost $67.98 Unrealized
Moderna, Inc. 0.1%
Value ($000) $525 Shares 8,175 Est. Cost $29.89 Unrealized
CARR Carrier Global Corp 0.1%
Value ($000) $516 Shares 23,202 Est. Cost $17.13 Unrealized 0.0%
SBUX Starbucks Corp. 0.1%
Value ($000) $499 Shares 6,777 Est. Cost $45.07 Unrealized +47.2%
PRU Prudential Financial, Inc. 0.1%
Value ($000) $498 Shares 8,182 Est. Cost $46.94 Unrealized -5.7%
GIS General Mills 0.1%
Value ($000) $495 Shares 8,028 Est. Cost $34.40 Unrealized +45.0%
PAYX Paychex, Inc. 0.1%
Value ($000) $495 Shares 6,536 Est. Cost $46.69 Unrealized +26.3%
IUSG iShares Core S&P U.S Growth ET 0.1%
Value ($000) $487 Shares 6,779 Est. Cost $66.93 Unrealized
American Tower Corporation 0.1%
Value ($000) $467 Shares 1,805 Est. Cost $136.68 Unrealized
MDT Medtronic, PLC 0.1%
Value ($000) $463 Shares 5,050 Est. Cost $72.12 Unrealized +13.4%
RSP Invesco S&P Equal Weight ETF 0.0%
Value ($000) $456 Shares 4,478 Est. Cost $101.95 Unrealized
USMV Ishares MSCI USA Minimum Volat 0.0%
Value ($000) $455 Shares 7,512 Est. Cost $52.41 Unrealized
ADSK Autodesk, Inc. 0.0%
Value ($000) $452 Shares 1,889 Est. Cost $136.15 Unrealized +44.4%
CB Chubb LTD. 0.0%
Value ($000) $452 Shares 3,567 Est. Cost $107.42 Unrealized -1.1%
RY Royal Bank of Canada 0.0%
Value ($000) $436 Shares 6,425 Est. Cost $60.86 Unrealized +4.5%
IJH IShares Core S&P Midcap 400 In 0.0%
Value ($000) $432 Shares 2,427 Est. Cost $176.07 Unrealized
Macom Technology Solutions 0.0%
Value ($000) $430 Shares 12,515 Est. Cost $47.85 Unrealized
Energy Select Sector SPDR 0.0%
Value ($000) $427 Shares 11,270 Est. Cost $63.48 Unrealized
IYC iShares Dow Jones U.S. Consume 0.0%
Value ($000) $424 Shares 1,938 Est. Cost $195.26 Unrealized
MDLZ Mondelez International Inc. (A 0.0%
Value ($000) $420 Shares 8,216 Est. Cost $36.24 Unrealized +22.9%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $419 Shares 8,098 Est. Cost $53.43 Unrealized
Tesla Motors, Inc. 0.0%
Value ($000) $416 Shares 385 Est. Cost $1080.52 Unrealized
Peloton Interactive Inc. 0.0%
Value ($000) $410 Shares 7,095 Est. Cost $57.79 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $406 Shares 5,281 Est. Cost $54.92 Unrealized +11.9%
Activision, Inc. 0.0%
Value ($000) $393 Shares 5,182 Est. Cost $51.73 Unrealized
CAT Caterpillar 0.0%
Value ($000) $387 Shares 3,062 Est. Cost $102.32 Unrealized +3.8%
ALPS Trust Alerian MLP ETF 0.0%
Value ($000) $375 Shares 15,212 Est. Cost $24.65 Unrealized
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $370 Shares 4,710 Est. Cost $77.66 Unrealized
Straumann Holding AG 0.0%
Value ($000) $366 Shares 450 Est. Cost $303.08 Unrealized
IWN IShares Russell 2000 Value 0.0%
Value ($000) $363 Shares 3,725 Est. Cost $119.17 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $353 Shares 11,601 Est. Cost $24.74 Unrealized -14.7%
Kinder Morgan, Inc 0.0%
Value ($000) $338 Shares 22,286 Est. Cost $37.29 Unrealized
SPDR MSCI ACWI (ex-US) ETF 0.0%
Value ($000) $335 Shares 14,762 Est. Cost $25.77 Unrealized
IAT iShares Dow Jones US Regional 0.0%
Value ($000) $324 Shares 9,585 Est. Cost $30.90 Unrealized
META Facebook Inc. A 0.0%
Value ($000) $324 Shares 1,426 Est. Cost $115.54 Unrealized +79.4%
RMD Resmed, Inc. 0.0%
Value ($000) $320 Shares 1,665 Est. Cost $126.45 Unrealized +23.4%
ORCL Oracle Systems Corp 0.0%
Value ($000) $319 Shares 5,773 Est. Cost $39.78 Unrealized +23.2%
BDX Becton, Dickinson Co 0.0%
Value ($000) $314 Shares 1,314 Est. Cost $204.14 Unrealized +7.9%
AMAT Applied Materials, Inc. 0.0%
Value ($000) $310 Shares 5,125 Est. Cost $39.35 Unrealized +30.2%
CSX CSX Corp. 0.0%
Value ($000) $304 Shares 4,353 Est. Cost $13.85 Unrealized +48.1%
Portola Pharmaceuticals, Inc. 0.0%
Value ($000) $292 Shares 16,225 Est. Cost $26.36 Unrealized
REGN Regeneron Pharmaceuticals 0.0%
Value ($000) $290 Shares 465 Est. Cost $410.21 Unrealized +37.6%
AIG American International Group I 0.0%
Value ($000) $289 Shares 9,255 Est. Cost $35.08 Unrealized -30.5%
DOV Dover Corp. 0.0%
Value ($000) $285 Shares 2,950 Est. Cost $42.43 Unrealized +101.7%
LHX L3Harris Technologies, Inc. 0.0%
Value ($000) $280 Shares 1,653 Est. Cost $180.50 Unrealized -7.1%
IYT I Shares Transportation Index 0.0%
Value ($000) $276 Shares 1,700 Est. Cost $116.10 Unrealized
WFC Wells Fargo 0.0%
Value ($000) $274 Shares 10,707 Est. Cost $31.03 Unrealized -22.7%
IYH Ishares DJ US Healthcare 0.0%
Value ($000) $271 Shares 1,255 Est. Cost $213.14 Unrealized
Novocure Limited 0.0%
Value ($000) $267 Shares 4,500 Est. Cost $63.61 Unrealized
VTI Vanguard US Total Stock Market 0.0%
Value ($000) $263 Shares 1,678 Est. Cost $130.36 Unrealized
EPD Enterprise Products Partners 0.0%
Value ($000) $261 Shares 14,375 Est. Cost $25.75 Unrealized
BAX Baxter International 0.0%
Value ($000) $260 Shares 3,020 Est. Cost $73.84 Unrealized +5.2%
IJR IShares S&P Smallcap 600 0.0%
Value ($000) $259 Shares 3,787 Est. Cost $81.41 Unrealized
First Republic Bank 0.0%
Value ($000) $253 Shares 2,390 Est. Cost $105.86 Unrealized
RCL Royal Caribbean Cruises LTD. 0.0%
Value ($000) $246 Shares 4,900 Est. Cost $44.47 Unrealized 0.0%
WSM Williams-Sonoma, Inc. 0.0%
Value ($000) $243 Shares 2,957 Est. Cost $30.54 Unrealized 0.0%
OXY Occidental Pete Corp Del Com 0.0%
Value ($000) $239 Shares 13,048 Est. Cost $44.52 Unrealized -66.7%
SPDR S&P Dividend ETF 0.0%
Value ($000) $236 Shares 2,585 Est. Cost $85.87 Unrealized
IUSV iShares Core S&P U.S. Value ET 0.0%
Value ($000) $232 Shares 4,448 Est. Cost $62.95 Unrealized
MU Micron Technology 0.0%
Value ($000) $226 Shares 4,394 Est. Cost $46.01 Unrealized 0.0%
TMO Thermo Fisher Scientific Inc. 0.0%
Value ($000) $216 Shares 596 Est. Cost $330.32 Unrealized 0.0%
SRE Sempra Energy 0.0%
Value ($000) $213 Shares 1,816 Est. Cost $47.14 Unrealized +8.3%
IYR IShares DJ US Real Estate 0.0%
Value ($000) $209 Shares 2,657 Est. Cost $78.66 Unrealized
CAG Conagra Brands, Inc. 0.0%
Value ($000) $209 Shares 5,934 Est. Cost $26.21 Unrealized 0.0%
CACI CACI International Inc. 0.0%
Value ($000) $206 Shares 950 Est. Cost $239.05 Unrealized 0.0%
AFL AFLAC Inc. 0.0%
Value ($000) $201 Shares 5,589 Est. Cost $33.04 Unrealized -4.4%
IMO Imperial Oil Ltd. 0.0%
Value ($000) $184 Shares 11,407 Est. Cost $25.91 Unrealized -50.4%
AllianzGI Convertible & Income 0.0%
Value ($000) $41 Shares 10,500 Est. Cost $3.33 Unrealized
DXYN Dixie Group, Inc. 0.0%
Value ($000) $22 Shares 23,300 Est. Cost $8.23 Unrealized -90.7%
FRLI Frelii, Inc. 0.0%
Value ($000) $1 Shares 14,000 Est. Cost $0.19 Unrealized -55.3%