Smith, Salley & Associates Diversified Active

CIK: 0001482012 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 12, 2019

Total Value ($000): $663,277 (100.0% shares, 0.0% debt)

Holdings (190)

MSFT MICROSOFT CORP 4.2%
Value ($000) $28,117 Shares 209,893 Est. Cost $36.18 Unrealized +230.4%
AAPL APPLE INC 3.1%
Value ($000) $20,771 Shares 104,946 Est. Cost $22.83 Unrealized +104.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.9%
Value ($000) $19,334 Shares 90,697 Est. Cost $145.61 Unrealized +42.1%
JPM JPMORGAN CHASE & CO 2.8%
Value ($000) $18,512 Shares 165,583 Est. Cost $51.63 Unrealized +78.2%
CSCO CISCO SYS INC 2.7%
Value ($000) $17,737 Shares 324,098 Est. Cost $19.20 Unrealized +135.3%
TJX TJX COS INC NEW 2.4%
Value ($000) $16,148 Shares 305,369 Est. Cost $37.29 Unrealized +30.5%
PG PROCTER AND GAMBLE CO 2.2%
Value ($000) $14,908 Shares 135,958 Est. Cost $62.21 Unrealized +45.5%
V VISA INC 2.2%
Value ($000) $14,403 Shares 82,996 Est. Cost $85.42 Unrealized +83.0%
D DOMINION ENERGY INC 2.1%
Value ($000) $13,826 Shares 178,834 Est. Cost $53.57 Unrealized +6.1%
UNITED TECHNOLOGIES CORP 2.0%
Value ($000) $13,195 Shares 101,348 Est. Cost $111.46 Unrealized
ABBV ABBVIE INC 1.9%
Value ($000) $12,764 Shares 175,532 Est. Cost $48.28 Unrealized +23.0%
T AT&T INC 1.9%
Value ($000) $12,560 Shares 374,852 Est. Cost $13.84 Unrealized +9.0%
AMZN AMAZON COM INC 1.8%
Value ($000) $11,965 Shares 6,318 Est. Cost $45.14 Unrealized +106.4%
MA MASTERCARD INC 1.7%
Value ($000) $11,399 Shares 43,093 Est. Cost $98.52 Unrealized +145.0%
MDT MEDTRONIC PLC 1.7%
Value ($000) $11,160 Shares 114,592 Est. Cost $75.55 Unrealized +0.9%
SPY SPDR S&P 500 ETF TR 1.7%
Value ($000) $10,970 Shares 37,442 Est. Cost $231.98 Unrealized
GOOG ALPHABET INC 1.6%
Value ($000) $10,792 Shares 9,984 Est. Cost $38.91 Unrealized +47.2%
USB US BANCORP DEL 1.6%
Value ($000) $10,700 Shares 204,204 Est. Cost $39.25 Unrealized -0.8%
ABT ABBOTT LABS 1.6%
Value ($000) $10,591 Shares 125,928 Est. Cost $35.90 Unrealized +95.6%
LABORATORY CORP AMER HLDGS 1.6%
Value ($000) $10,526 Shares 60,881 Est. Cost $118.46 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.6%
Value ($000) $10,309 Shares 35,101 Est. Cost $174.57 Unrealized +55.1%
CVX CHEVRON CORP NEW 1.5%
Value ($000) $10,060 Shares 80,846 Est. Cost $76.66 Unrealized +17.7%
DIS DISNEY WALT CO 1.5%
Value ($000) $10,051 Shares 71,972 Est. Cost $86.60 Unrealized +47.8%
PNC PNC FINL SVCS GROUP INC 1.5%
Value ($000) $9,912 Shares 72,199 Est. Cost $63.55 Unrealized +63.8%
MRK MERCK & CO INC 1.4%
Value ($000) $9,312 Shares 111,054 Est. Cost $41.90 Unrealized +48.3%
LOW LOWES COS INC 1.4%
Value ($000) $9,265 Shares 91,818 Est. Cost $74.67 Unrealized +25.2%
PEP PEPSICO INC 1.4%
Value ($000) $9,214 Shares 70,265 Est. Cost $75.73 Unrealized +38.3%
DEO DIAGEO P L C 1.4%
Value ($000) $9,175 Shares 53,249 Est. Cost $134.63 Unrealized
UNP UNION PACIFIC CORP 1.4%
Value ($000) $9,115 Shares 53,899 Est. Cost $93.48 Unrealized +58.1%
AME AMETEK INC NEW 1.4%
Value ($000) $9,102 Shares 100,194 Est. Cost $59.73 Unrealized +37.2%
BROOKFIELD ASSET MGMT INC 1.4%
Value ($000) $9,000 Shares 188,377 Est. Cost $38.16 Unrealized
HON HONEYWELL INTL INC 1.3%
Value ($000) $8,730 Shares 50,006 Est. Cost $86.11 Unrealized +61.0%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $8,276 Shares 107,988 Est. Cost $56.97 Unrealized -0.2%
ADI ANALOG DEVICES INC 1.2%
Value ($000) $8,228 Shares 72,895 Est. Cost $79.65 Unrealized +20.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.2%
Value ($000) $8,156 Shares 128,676 Est. Cost $54.17 Unrealized +9.7%
LYB LYONDELLBASELL INDUSTRIES N 1.1%
Value ($000) $7,256 Shares 84,242 Est. Cost $50.04 Unrealized +10.7%
STZ CONSTELLATION BRANDS INC 1.1%
Value ($000) $7,253 Shares 36,829 Est. Cost $151.62 Unrealized +15.5%
TDG TRANSDIGM GROUP INC 1.0%
Value ($000) $6,520 Shares 13,477 Est. Cost $229.04 Unrealized +51.6%
BA BOEING CO 1.0%
Value ($000) $6,324 Shares 17,374 Est. Cost $346.38 Unrealized +3.1%
AMERICAN NATL BANKSHARES INC 0.9%
Value ($000) $6,250 Shares 161,297 Est. Cost $23.30 Unrealized
BKNG BOOKING HLDGS INC 0.8%
Value ($000) $5,540 Shares 2,955 Est. Cost $1916.22 Unrealized -7.8%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $5,373 Shares 38,577 Est. Cost $72.11 Unrealized +59.2%
BB&T CORP 0.8%
Value ($000) $5,178 Shares 105,403 Est. Cost $48.97 Unrealized
SLB SCHLUMBERGER LTD 0.8%
Value ($000) $5,119 Shares 128,840 Est. Cost $49.90 Unrealized -32.6%
EOG EOG RES INC 0.8%
Value ($000) $5,076 Shares 54,493 Est. Cost $61.58 Unrealized +14.2%
DUK DUKE ENERGY CORP NEW 0.8%
Value ($000) $5,020 Shares 56,888 Est. Cost $55.29 Unrealized +22.6%
CHKP CHECK POINT SOFTWARE TECH LT 0.7%
Value ($000) $4,736 Shares 40,968 Est. Cost $113.75 Unrealized +3.8%
EFA ISHARES TR 0.7%
Value ($000) $4,713 Shares 71,704 Est. Cost $58.83 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $4,466 Shares 103,106 Est. Cost $18.85 Unrealized +55.0%
GVI ISHARES TR 0.7%
Value ($000) $4,424 Shares 39,406 Est. Cost $108.52 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $4,326 Shares 31,373 Est. Cost $102.09 Unrealized -3.4%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $4,263 Shares 74,631 Est. Cost $33.65 Unrealized +19.0%
AVGO BROADCOM INC 0.6%
Value ($000) $4,175 Shares 14,504 Est. Cost $19.47 Unrealized +25.2%
FBNC FIRST BANCORP N C 0.6%
Value ($000) $4,150 Shares 114,000 Est. Cost $24.85 Unrealized +26.3%
AGG ISHARES TR 0.6%
Value ($000) $3,895 Shares 34,973 Est. Cost $110.84 Unrealized
DD DUPONT DE NEMOURS INC 0.5%
Value ($000) $3,600 Shares 47,958 Est. Cost $27.24 Unrealized 0.0%
EMR EMERSON ELEC CO 0.5%
Value ($000) $3,587 Shares 53,758 Est. Cost $44.52 Unrealized +29.1%
MKL MARKEL CORP 0.5%
Value ($000) $3,572 Shares 3,279 Est. Cost $1110.99 Unrealized -5.7%
HCP INC 0.5%
Value ($000) $3,548 Shares 110,956 Est. Cost $27.84 Unrealized
ROYAL DUTCH SHELL PLC 0.5%
Value ($000) $3,377 Shares 51,898 Est. Cost $62.96 Unrealized
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $3,282 Shares 48,591 Est. Cost $54.72 Unrealized -7.1%
AMGN AMGEN INC 0.5%
Value ($000) $3,227 Shares 17,507 Est. Cost $120.28 Unrealized +21.5%
DLR DIGITAL RLTY TR INC 0.5%
Value ($000) $3,156 Shares 26,790 Est. Cost $80.25 Unrealized +17.8%
GIS GENERAL MLS INC 0.5%
Value ($000) $3,095 Shares 58,914 Est. Cost $37.62 Unrealized +9.6%
NVS NOVARTIS A G 0.5%
Value ($000) $3,094 Shares 33,882 Est. Cost $85.90 Unrealized
ENB ENBRIDGE INC 0.4%
Value ($000) $2,980 Shares 82,615 Est. Cost $24.34 Unrealized -3.5%
ETN EATON CORP PLC 0.4%
Value ($000) $2,852 Shares 34,239 Est. Cost $59.73 Unrealized +19.5%
MAXIM INTEGRATED PRODS INC 0.4%
Value ($000) $2,826 Shares 47,237 Est. Cost $50.43 Unrealized
CBRL CRACKER BARREL OLD CTRY STOR 0.4%
Value ($000) $2,685 Shares 15,727 Est. Cost $117.22 Unrealized +7.1%
HBAN HUNTINGTON BANCSHARES INC 0.4%
Value ($000) $2,680 Shares 193,899 Est. Cost $9.89 Unrealized -0.5%
AGNC AGNC INVT CORP 0.4%
Value ($000) $2,493 Shares 148,234 Est. Cost $17.81 Unrealized
KHC KRAFT HEINZ CO 0.4%
Value ($000) $2,480 Shares 79,869 Est. Cost $26.99 Unrealized -15.4%
DOW DOW INC 0.4%
Value ($000) $2,377 Shares 48,216 Est. Cost $36.37 Unrealized 0.0%
HANESBRANDS INC 0.4%
Value ($000) $2,374 Shares 137,922 Est. Cost $20.28 Unrealized
PAYX PAYCHEX INC 0.4%
Value ($000) $2,345 Shares 28,492 Est. Cost $51.70 Unrealized +34.6%
TGT TARGET CORP 0.3%
Value ($000) $2,314 Shares 26,718 Est. Cost $60.69 Unrealized +11.6%
SKT TANGER FACTORY OUTLET CTRS I 0.3%
Value ($000) $2,184 Shares 134,747 Est. Cost $30.57 Unrealized
IEFA ISHARES TR 0.3%
Value ($000) $2,098 Shares 34,178 Est. Cost $64.62 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,951 Shares 5,369 Est. Cost $272.15 Unrealized +2.8%
NXPI NXP SEMICONDUCTORS N V 0.3%
Value ($000) $1,894 Shares 19,399 Est. Cost $83.51 Unrealized +4.1%
NGG NATIONAL GRID PLC 0.3%
Value ($000) $1,892 Shares 35,585 Est. Cost $61.48 Unrealized
VGT VANGUARD WORLD FDS 0.3%
Value ($000) $1,851 Shares 8,776 Est. Cost $106.88 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,657 Shares 16,047 Est. Cost $84.97 Unrealized -5.7%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,572 Shares 12,732 Est. Cost $61.69 Unrealized +74.2%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,442 Shares 20,115 Est. Cost $51.19 Unrealized +18.8%
UNILEVER PLC 0.2%
Value ($000) $1,396 Shares 22,530 Est. Cost $57.70 Unrealized
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,383 Shares 6,939 Est. Cost $75.00 Unrealized +131.1%
IWV ISHARES TR 0.2%
Value ($000) $1,368 Shares 7,938 Est. Cost $138.61 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,306 Shares 4,942 Est. Cost $91.81 Unrealized +146.8%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,252 Shares 15,941 Est. Cost $55.04 Unrealized +5.9%
FTEC FIDELITY 0.2%
Value ($000) $1,181 Shares 18,967 Est. Cost $52.24 Unrealized
VFC V F CORP 0.2%
Value ($000) $1,116 Shares 12,778 Est. Cost $58.65 Unrealized +46.9%
CELGENE CORP 0.2%
Value ($000) $1,037 Shares 11,216 Est. Cost $85.89 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,037 Shares 37,558 Est. Cost $20.30 Unrealized
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $1,009 Shares 7,401 Est. Cost $68.39 Unrealized +67.7%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $963 Shares 10,393 Est. Cost $53.78 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $901 Shares 1,718 Est. Cost $97.61 Unrealized +75.5%
KO COCA COLA CO 0.1%
Value ($000) $886 Shares 17,403 Est. Cost $29.79 Unrealized +34.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $884 Shares 18,666 Est. Cost $27.64 Unrealized +11.9%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $837 Shares 10,805 Est. Cost $48.12 Unrealized
FCOM FIDELITY 0.1%
Value ($000) $829 Shares 25,007 Est. Cost $30.40 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $824 Shares 761 Est. Cost $53.25 Unrealized +7.9%
IWF ISHARES TR 0.1%
Value ($000) $805 Shares 5,115 Est. Cost $151.78 Unrealized
FHLC FIDELITY 0.1%
Value ($000) $784 Shares 17,413 Est. Cost $40.65 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $779 Shares 6,532 Est. Cost $57.17 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $734 Shares 5,230 Est. Cost $111.57 Unrealized +13.2%
BAC BANK AMER CORP 0.1%
Value ($000) $718 Shares 24,749 Est. Cost $13.84 Unrealized +77.0%
BLACKROCK INC 0.1%
Value ($000) $698 Shares 1,487 Est. Cost $319.55 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $678 Shares 4,126 Est. Cost $1.84 Unrealized +123.2%
IEMG ISHARES INC 0.1%
Value ($000) $677 Shares 13,154 Est. Cost $54.45 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $655 Shares 2,223 Est. Cost $264.00 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $652 Shares 5,238 Est. Cost $118.45 Unrealized
FDIS FIDELITY 0.1%
Value ($000) $608 Shares 13,293 Est. Cost $40.37 Unrealized
FNCL FIDELITY 0.1%
Value ($000) $606 Shares 15,122 Est. Cost $40.36 Unrealized
PHM PULTE GROUP INC 0.1%
Value ($000) $601 Shares 19,000 Est. Cost $17.74 Unrealized +64.0%
ILMN ILLUMINA INC 0.1%
Value ($000) $599 Shares 1,629 Est. Cost $149.19 Unrealized +111.6%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $583 Shares 10,809 Est. Cost $32.25 Unrealized +36.7%
HELE HELEN OF TROY CORP LTD 0.1%
Value ($000) $562 Shares 4,302 Est. Cost $83.95 Unrealized +55.9%
FENY FIDELITY 0.1%
Value ($000) $544 Shares 31,622 Est. Cost $19.72 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $531 Shares 9,147 Est. Cost $40.82 Unrealized
TSN TYSON FOODS INC 0.1%
Value ($000) $526 Shares 6,520 Est. Cost $44.58 Unrealized +43.0%
MCO MOODYS CORP 0.1%
Value ($000) $517 Shares 2,646 Est. Cost $146.86 Unrealized +22.2%
NKE NIKE INC 0.1%
Value ($000) $514 Shares 6,126 Est. Cost $58.52 Unrealized +31.7%
FSTA FIDELITY 0.1%
Value ($000) $512 Shares 14,731 Est. Cost $33.10 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $482 Shares 4,349 Est. Cost $48.99 Unrealized +120.5%
IJR ISHARES TR 0.1%
Value ($000) $479 Shares 6,118 Est. Cost $92.21 Unrealized
DLTR DOLLAR TREE INC 0.1%
Value ($000) $473 Shares 4,404 Est. Cost $89.75 Unrealized +17.2%
FIDU FIDELITY 0.1%
Value ($000) $463 Shares 11,656 Est. Cost $38.50 Unrealized
NDAQ NASDAQ INC 0.1%
Value ($000) $442 Shares 4,595 Est. Cost $13.63 Unrealized +103.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $441 Shares 5,255 Est. Cost $47.31 Unrealized +43.6%
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $429 Shares 8,485 Est. Cost $50.56 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $429 Shares 4,219 Est. Cost $45.51 Unrealized +83.5%
HSY HERSHEY CO 0.1%
Value ($000) $421 Shares 3,140 Est. Cost $87.22 Unrealized +24.9%
BWA BORGWARNER INC 0.1%
Value ($000) $408 Shares 9,739 Est. Cost $46.49 Unrealized -31.3%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $407 Shares 1,985 Est. Cost $32.18 Unrealized +29.9%
ADBE ADOBE INC 0.1%
Value ($000) $404 Shares 1,370 Est. Cost $245.46 Unrealized +13.1%
ADSK AUTODESK INC 0.1%
Value ($000) $404 Shares 2,483 Est. Cost $54.65 Unrealized +207.6%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $404 Shares 3,709 Est. Cost $11.10 Unrealized +67.8%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $403 Shares 2,464 Est. Cost $163.56 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $401 Shares 4,244 Est. Cost $84.27 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.1%
Value ($000) $395 Shares 4,516 Est. Cost $87.47 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $382 Shares 5,392 Est. Cost $28.13 Unrealized +111.7%
AFL AFLAC INC 0.1%
Value ($000) $381 Shares 6,947 Est. Cost $31.36 Unrealized +40.6%
SHY ISHARES TR 0.1%
Value ($000) $366 Shares 4,313 Est. Cost $83.91 Unrealized
ATR APTARGROUP INC 0.1%
Value ($000) $366 Shares 2,944 Est. Cost $67.94 Unrealized +54.1%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $360 Shares 5,106 Est. Cost $70.51 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $349 Shares 1,682 Est. Cost $108.63 Unrealized +56.3%
FUTY FIDELITY 0.1%
Value ($000) $348 Shares 8,866 Est. Cost $35.77 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $347 Shares 1,670 Est. Cost $147.80 Unrealized +14.7%
RY ROYAL BK CDA MONTREAL QUE 0.1%
Value ($000) $346 Shares 4,353 Est. Cost $72.46 Unrealized +7.9%
JACOBS ENGR GROUP INC 0.1%
Value ($000) $341 Shares 4,042 Est. Cost $51.36 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $333 Shares 2,500 Est. Cost $81.33 Unrealized +25.6%
IWP ISHARES TR 0.1%
Value ($000) $332 Shares 2,329 Est. Cost $142.55 Unrealized
CBRE CBRE GROUP INC 0.0%
Value ($000) $325 Shares 6,336 Est. Cost $33.65 Unrealized +47.7%
FREL FIDELITY 0.0%
Value ($000) $322 Shares 12,294 Est. Cost $26.19 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $318 Shares 1 Est. Cost $199512.94 Unrealized +55.8%
INTC INTEL CORP 0.0%
Value ($000) $316 Shares 6,596 Est. Cost $30.44 Unrealized +41.6%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $315 Shares 12,020 Est. Cost $26.21 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $313 Shares 7,405 Est. Cost $27.86 Unrealized +27.5%
CDW CDW CORP 0.0%
Value ($000) $311 Shares 2,804 Est. Cost $63.08 Unrealized +53.6%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $311 Shares 1,935 Est. Cost $133.79 Unrealized +4.9%
EFG ISHARES TR 0.0%
Value ($000) $306 Shares 3,785 Est. Cost $80.85 Unrealized
MGA MAGNA INTL INC 0.0%
Value ($000) $296 Shares 5,961 Est. Cost $30.55 Unrealized +30.7%
ECL ECOLAB INC 0.0%
Value ($000) $293 Shares 1,483 Est. Cost $138.78 Unrealized +24.8%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $283 Shares 9,805 Est. Cost $28.86 Unrealized
RHI ROBERT HALF INTL INC 0.0%
Value ($000) $281 Shares 4,930 Est. Cost $59.68 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $267 Shares 6,201 Est. Cost $24.32 Unrealized +58.2%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $266 Shares 3,437 Est. Cost $67.72 Unrealized 0.0%
HARRIS CORP DEL 0.0%
Value ($000) $250 Shares 1,322 Est. Cost $60.96 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $250 Shares 2,057 Est. Cost $67.47 Unrealized +46.7%
SUNTRUST BKS INC 0.0%
Value ($000) $240 Shares 3,813 Est. Cost $59.12 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $233 Shares 2,000 Est. Cost $77.00 Unrealized +30.4%
EWY ISHARES INC 0.0%
Value ($000) $232 Shares 3,874 Est. Cost $61.72 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $226 Shares 1,959 Est. Cost $84.08 Unrealized +17.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $223 Shares 2,535 Est. Cost $68.23 Unrealized 0.0%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $220 Shares 3,143 Est. Cost $66.11 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $219 Shares 1,320 Est. Cost $141.43 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $216 Shares 1,000 Est. Cost $198.07 Unrealized +9.5%
SNA SNAP ON INC 0.0%
Value ($000) $213 Shares 1,287 Est. Cost $132.59 Unrealized +3.0%
INGERSOLL-RAND PLC 0.0%
Value ($000) $212 Shares 1,671 Est. Cost $126.87 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $212 Shares 1,713 Est. Cost $123.76 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $207 Shares 820 Est. Cost $209.73 Unrealized 0.0%
AVT AVNET INC 0.0%
Value ($000) $204 Shares 4,500 Est. Cost $37.77 Unrealized 0.0%
JBL JABIL INC 0.0%
Value ($000) $204 Shares 6,453 Est. Cost $27.73 Unrealized 0.0%
ICSH ISHARES TR 0.0%
Value ($000) $203 Shares 4,019 Est. Cost $50.51 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $185 Shares 17,564 Est. Cost $22.28 Unrealized
SWISS HELVETIA FD INC 0.0%
Value ($000) $168 Shares 21,239 Est. Cost $7.63 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $112 Shares 20,000 Est. Cost $3.46 Unrealized
MFS INTER INCOME TR 0.0%
Value ($000) $71 Shares 18,325 Est. Cost $4.31 Unrealized
EMERGE ENERGY SVCS LP 0.0%
Value ($000) $1 Shares 10,050 Est. Cost $1.55 Unrealized