Smith, Salley & Associates Diversified Active

CIK: 0001482012 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 24, 2020

Total Value ($000): $601,193 (100.0% shares, 0.0% debt)

Holdings (178)

MSFT MICROSOFT CORP 4.9%
Value ($000) $29,561 Shares 187,432 Est. Cost $39.37 Unrealized +297.1%
AAPL APPLE INC 4.3%
Value ($000) $25,751 Shares 101,270 Est. Cost $24.31 Unrealized +192.4%
PG PROCTER & GAMBLE CO 2.9%
Value ($000) $17,219 Shares 156,544 Est. Cost $68.44 Unrealized +51.7%
AMZN AMAZON COM INC 2.9%
Value ($000) $17,157 Shares 8,800 Est. Cost $59.42 Unrealized +62.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.8%
Value ($000) $16,623 Shares 90,919 Est. Cost $147.06 Unrealized +44.5%
JPM JPMORGAN CHASE & CO 2.6%
Value ($000) $15,569 Shares 172,932 Est. Cost $53.46 Unrealized +93.8%
TJX TJX COS INC NEW 2.6%
Value ($000) $15,443 Shares 323,010 Est. Cost $38.22 Unrealized +39.6%
ABBV ABBVIE INC 2.5%
Value ($000) $15,273 Shares 200,447 Est. Cost $49.37 Unrealized +36.1%
V VISA INC 2.3%
Value ($000) $14,019 Shares 87,010 Est. Cost $90.55 Unrealized +99.5%
D DOMINION ENERGY INC 2.3%
Value ($000) $13,740 Shares 190,326 Est. Cost $53.81 Unrealized +17.3%
CSCO CISCO SYS INC 2.2%
Value ($000) $13,064 Shares 332,318 Est. Cost $20.11 Unrealized +82.4%
GOOG ALPHABET INC 2.0%
Value ($000) $12,255 Shares 10,539 Est. Cost $40.41 Unrealized +66.6%
SPY SPDR S&P 500 ETF TR 2.0%
Value ($000) $11,904 Shares 46,183 Est. Cost $237.18 Unrealized
T AT&T INC 1.9%
Value ($000) $11,414 Shares 391,645 Est. Cost $13.99 Unrealized +29.9%
ABT ABBOTT LABS 1.8%
Value ($000) $10,614 Shares 134,499 Est. Cost $38.18 Unrealized +97.3%
TMO THERMO FISHER SCIENTIFIC INC 1.7%
Value ($000) $10,395 Shares 36,657 Est. Cost $181.51 Unrealized +71.1%
UNITED TECHNOLOGIES CORP 1.7%
Value ($000) $10,316 Shares 109,366 Est. Cost $112.42 Unrealized
DEO DIAGEO P L C 1.6%
Value ($000) $9,817 Shares 77,227 Est. Cost $133.40 Unrealized
LOW LOWES COS INC 1.6%
Value ($000) $9,615 Shares 111,729 Est. Cost $78.84 Unrealized +24.6%
MA MASTERCARD INC 1.5%
Value ($000) $9,285 Shares 38,437 Est. Cost $106.98 Unrealized +169.0%
MDT MEDTRONIC PLC 1.5%
Value ($000) $9,235 Shares 102,406 Est. Cost $76.06 Unrealized +18.6%
MRK MERCK & CO. INC 1.5%
Value ($000) $8,888 Shares 115,520 Est. Cost $43.12 Unrealized +50.9%
PEP PEPSICO INC 1.5%
Value ($000) $8,785 Shares 73,148 Est. Cost $77.03 Unrealized +46.4%
BROOKFIELD ASSET MGMT INC 1.5%
Value ($000) $8,744 Shares 197,620 Est. Cost $38.79 Unrealized
CVX CHEVRON CORP NEW 1.4%
Value ($000) $8,335 Shares 115,030 Est. Cost $76.87 Unrealized -1.1%
LABORATORY CORP AMER HLDGS 1.4%
Value ($000) $8,117 Shares 64,226 Est. Cost $120.34 Unrealized
UNP UNION PAC CORP 1.3%
Value ($000) $8,052 Shares 57,084 Est. Cost $96.54 Unrealized +50.2%
AME AMETEK INC 1.3%
Value ($000) $7,664 Shares 106,410 Est. Cost $61.40 Unrealized +41.2%
USB US BANCORP DEL 1.3%
Value ($000) $7,567 Shares 219,654 Est. Cost $39.47 Unrealized -5.7%
DIS DISNEY WALT CO 1.2%
Value ($000) $7,486 Shares 77,501 Est. Cost $89.87 Unrealized +37.4%
PNC PNC FINL SVCS GROUP INC 1.2%
Value ($000) $7,274 Shares 75,993 Est. Cost $65.85 Unrealized +64.5%
HON HONEYWELL INTL INC 1.2%
Value ($000) $7,228 Shares 54,025 Est. Cost $91.39 Unrealized +49.4%
ADI ANALOG DEVICES INC 1.2%
Value ($000) $7,024 Shares 78,352 Est. Cost $80.93 Unrealized +21.5%
STZ CONSTELLATION BRANDS INC 1.1%
Value ($000) $6,855 Shares 47,821 Est. Cost $154.26 Unrealized +3.8%
LHX L3HARRIS TECHNOLOGIES INC 1.1%
Value ($000) $6,704 Shares 37,222 Est. Cost $181.95 Unrealized +0.0%
NXPI NXP SEMICONDUCTORS N V 1.0%
Value ($000) $6,250 Shares 75,362 Est. Cost $95.06 Unrealized +11.6%
ACN ACCENTURE PLC IRELAND 1.0%
Value ($000) $6,187 Shares 37,901 Est. Cost $177.04 Unrealized 0.0%
GVI ISHARES TR 0.9%
Value ($000) $5,632 Shares 49,096 Est. Cost $109.47 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $5,197 Shares 39,634 Est. Cost $73.17 Unrealized +64.2%
MKL MARKEL CORP 0.8%
Value ($000) $4,790 Shares 5,162 Est. Cost $1122.59 Unrealized +1.9%
LINDE PLC 0.8%
Value ($000) $4,747 Shares 27,441 Est. Cost $172.99 Unrealized
DUK DUKE ENERGY CORP NEW 0.8%
Value ($000) $4,684 Shares 57,925 Est. Cost $56.00 Unrealized +29.8%
AGG ISHARES TR 0.8%
Value ($000) $4,627 Shares 40,110 Est. Cost $111.23 Unrealized
SPGI S&P GLOBAL INC 0.7%
Value ($000) $4,473 Shares 18,254 Est. Cost $247.59 Unrealized +5.5%
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $4,342 Shares 58,088 Est. Cost $54.71 Unrealized +0.4%
DLR DIGITAL RLTY TR INC 0.7%
Value ($000) $4,088 Shares 29,426 Est. Cost $81.68 Unrealized +26.9%
XYL XYLEM INC 0.7%
Value ($000) $3,988 Shares 61,234 Est. Cost $72.82 Unrealized +0.9%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $3,967 Shares 73,831 Est. Cost $33.99 Unrealized +20.7%
AMERICAN NATL BANKSHARES INC 0.6%
Value ($000) $3,860 Shares 161,558 Est. Cost $23.46 Unrealized
AVGO BROADCOM INC 0.6%
Value ($000) $3,527 Shares 14,873 Est. Cost $19.75 Unrealized +23.0%
PFE PFIZER INC 0.6%
Value ($000) $3,452 Shares 105,793 Est. Cost $19.21 Unrealized +34.4%
TFC TRUIST FINL CORP 0.6%
Value ($000) $3,439 Shares 111,506 Est. Cost $40.89 Unrealized -12.0%
GIS GENERAL MLS INC 0.5%
Value ($000) $3,190 Shares 60,463 Est. Cost $37.91 Unrealized +14.2%
NGG NATIONAL GRID PLC 0.5%
Value ($000) $3,173 Shares 54,445 Est. Cost $60.30 Unrealized
ENB ENBRIDGE INC 0.5%
Value ($000) $3,156 Shares 108,472 Est. Cost $24.43 Unrealized +2.4%
EFA ISHARES TR 0.5%
Value ($000) $3,130 Shares 58,566 Est. Cost $58.83 Unrealized
TGT TARGET CORP 0.5%
Value ($000) $3,042 Shares 32,718 Est. Cost $66.12 Unrealized +43.6%
AMGN AMGEN INC 0.5%
Value ($000) $3,023 Shares 14,910 Est. Cost $120.28 Unrealized +51.5%
NVS NOVARTIS A G 0.5%
Value ($000) $2,875 Shares 34,873 Est. Cost $85.96 Unrealized
MAXIM INTEGRATED PRODS INC 0.5%
Value ($000) $2,866 Shares 58,941 Est. Cost $50.59 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.5%
Value ($000) $2,746 Shares 115,197 Est. Cost $25.47 Unrealized -6.1%
ETN EATON CORP PLC 0.4%
Value ($000) $2,682 Shares 34,534 Est. Cost $60.35 Unrealized +36.9%
IEFA ISHARES TR 0.4%
Value ($000) $2,657 Shares 53,260 Est. Cost $64.14 Unrealized
FBNC FIRST BANCORP N C 0.4%
Value ($000) $2,630 Shares 114,000 Est. Cost $24.85 Unrealized +14.1%
HD HOME DEPOT INC 0.4%
Value ($000) $2,359 Shares 12,631 Est. Cost $184.62 Unrealized +3.0%
QCOM QUALCOMM INC 0.4%
Value ($000) $2,297 Shares 33,966 Est. Cost $71.93 Unrealized 0.0%
FTEC FIDELITY COVINGTON TR 0.4%
Value ($000) $2,113 Shares 33,701 Est. Cost $58.95 Unrealized
TDG TRANSDIGM GROUP INC 0.3%
Value ($000) $1,990 Shares 6,216 Est. Cost $235.57 Unrealized +92.2%
EOG EOG RES INC 0.3%
Value ($000) $1,977 Shares 55,041 Est. Cost $61.40 Unrealized -19.1%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,921 Shares 5,666 Est. Cost $275.05 Unrealized +21.8%
PAYX PAYCHEX INC 0.3%
Value ($000) $1,867 Shares 29,688 Est. Cost $53.08 Unrealized +27.0%
LYB LYONDELLBASELL INDUSTRIES N 0.3%
Value ($000) $1,831 Shares 36,894 Est. Cost $50.54 Unrealized -1.8%
INGR INGREDION INC 0.3%
Value ($000) $1,806 Shares 23,924 Est. Cost $85.91 Unrealized 0.0%
VGT VANGUARD WORLD FDS 0.3%
Value ($000) $1,805 Shares 8,517 Est. Cost $106.88 Unrealized
ROYAL DUTCH SHELL PLC 0.3%
Value ($000) $1,724 Shares 49,418 Est. Cost $62.79 Unrealized
AGNC AGNC INVT CORP 0.3%
Value ($000) $1,714 Shares 162,001 Est. Cost $17.62 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.3%
Value ($000) $1,619 Shares 197,168 Est. Cost $9.93 Unrealized -6.3%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,561 Shares 16,700 Est. Cost $85.29 Unrealized -4.0%
BA BOEING CO 0.2%
Value ($000) $1,476 Shares 9,898 Est. Cost $347.13 Unrealized -21.4%
EMR EMERSON ELEC CO 0.2%
Value ($000) $1,439 Shares 30,198 Est. Cost $44.75 Unrealized +29.1%
MMM 3M CO 0.2%
Value ($000) $1,423 Shares 10,423 Est. Cost $105.95 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,407 Shares 4,936 Est. Cost $91.81 Unrealized +202.6%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,335 Shares 1,149 Est. Cost $57.05 Unrealized +17.9%
CBRL CRACKER BARREL OLD CTRY STOR 0.2%
Value ($000) $1,301 Shares 15,634 Est. Cost $117.94 Unrealized -7.1%
ABBNY ABB LTD 0.2%
Value ($000) $1,294 Shares 74,965 Est. Cost $24.09 Unrealized
UNILEVER PLC 0.2%
Value ($000) $1,196 Shares 23,655 Est. Cost $57.84 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,173 Shares 17,669 Est. Cost $51.33 Unrealized +19.9%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,133 Shares 15,523 Est. Cost $55.04 Unrealized +10.4%
IWV ISHARES TR 0.2%
Value ($000) $1,118 Shares 7,535 Est. Cost $139.98 Unrealized
FCOM FIDELITY COVINGTON TR 0.2%
Value ($000) $1,056 Shares 36,367 Est. Cost $31.11 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,023 Shares 11,944 Est. Cost $61.69 Unrealized +74.4%
TAP MOLSON COORS BEVERAGE CO 0.2%
Value ($000) $1,010 Shares 25,897 Est. Cost $45.84 Unrealized -4.6%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $981 Shares 11,070 Est. Cost $57.12 Unrealized
FHLC FIDELITY COVINGTON TR 0.2%
Value ($000) $976 Shares 22,717 Est. Cost $43.28 Unrealized
TYL TYLER TECHNOLOGIES INC 0.2%
Value ($000) $974 Shares 3,286 Est. Cost $309.88 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $964 Shares 25,397 Est. Cost $56.92 Unrealized -26.1%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $959 Shares 6,567 Est. Cost $75.00 Unrealized +118.2%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $859 Shares 7,402 Est. Cost $68.39 Unrealized +65.8%
IWF ISHARES TR 0.1%
Value ($000) $852 Shares 5,656 Est. Cost $152.50 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $817 Shares 14,650 Est. Cost $43.31 Unrealized +12.2%
NVDA NVIDIA CORP 0.1%
Value ($000) $806 Shares 3,058 Est. Cost $2.48 Unrealized +153.5%
NKE NIKE INC 0.1%
Value ($000) $799 Shares 9,661 Est. Cost $67.75 Unrealized +26.8%
KO COCA COLA CO 0.1%
Value ($000) $769 Shares 17,374 Est. Cost $29.96 Unrealized +50.2%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $763 Shares 36,633 Est. Cost $20.30 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $754 Shares 1,523 Est. Cost $97.61 Unrealized +87.6%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $724 Shares 12,272 Est. Cost $51.54 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $721 Shares 3,408 Est. Cost $162.95 Unrealized +42.0%
ADBE ADOBE INC 0.1%
Value ($000) $672 Shares 2,111 Est. Cost $271.88 Unrealized +25.8%
VFC V F CORP 0.1%
Value ($000) $653 Shares 12,078 Est. Cost $58.65 Unrealized +32.9%
FNCL FIDELITY COVINGTON TR 0.1%
Value ($000) $642 Shares 21,861 Est. Cost $40.88 Unrealized
FIDU FIDELITY COVINGTON TR 0.1%
Value ($000) $640 Shares 21,034 Est. Cost $39.52 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $611 Shares 4,402 Est. Cost $55.59 Unrealized +130.6%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $607 Shares 6,188 Est. Cost $57.17 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $602 Shares 14,886 Est. Cost $49.72 Unrealized
BLACKROCK INC 0.1%
Value ($000) $601 Shares 1,367 Est. Cost $323.91 Unrealized
HELE HELEN OF TROY CORP LTD 0.1%
Value ($000) $596 Shares 4,136 Est. Cost $83.95 Unrealized +101.8%
MO ALTRIA GROUP INC 0.1%
Value ($000) $586 Shares 15,162 Est. Cost $27.64 Unrealized -0.3%
SHY ISHARES TR 0.1%
Value ($000) $569 Shares 6,569 Est. Cost $84.80 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $543 Shares 4,392 Est. Cost $118.51 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $537 Shares 10,724 Est. Cost $32.46 Unrealized +43.9%
FDIS FIDELITY COVINGTON TR 0.1%
Value ($000) $519 Shares 13,745 Est. Cost $41.38 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $484 Shares 2,011 Est. Cost $33.19 Unrealized +63.6%
ILMN ILLUMINA INC 0.1%
Value ($000) $443 Shares 1,622 Est. Cost $149.19 Unrealized +87.4%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $440 Shares 20,734 Est. Cost $13.84 Unrealized +87.2%
SBUX STARBUCKS CORP 0.1%
Value ($000) $437 Shares 6,643 Est. Cost $53.46 Unrealized +32.8%
NDAQ NASDAQ INC 0.1%
Value ($000) $421 Shares 4,439 Est. Cost $13.95 Unrealized +133.4%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $419 Shares 1,825 Est. Cost $218.11 Unrealized +3.1%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $416 Shares 2,655 Est. Cost $163.89 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $403 Shares 7,400 Est. Cost $40.82 Unrealized
HANESBRANDS INC 0.1%
Value ($000) $401 Shares 50,847 Est. Cost $20.05 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $391 Shares 5,224 Est. Cost $111.57 Unrealized +7.2%
FMAT FIDELITY COVINGTON TR 0.1%
Value ($000) $376 Shares 15,363 Est. Cost $33.71 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $367 Shares 4,109 Est. Cost $84.82 Unrealized +9.2%
ALL ALLSTATE CORP 0.1%
Value ($000) $361 Shares 3,937 Est. Cost $45.51 Unrealized +107.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $356 Shares 2,152 Est. Cost $122.43 Unrealized +40.4%
IJR ISHARES TR 0.1%
Value ($000) $335 Shares 5,954 Est. Cost $91.74 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $333 Shares 2,607 Est. Cost $83.82 Unrealized +33.7%
JACOBS ENGR GROUP INC 0.1%
Value ($000) $332 Shares 4,185 Est. Cost $53.01 Unrealized
FREL FIDELITY COVINGTON TR 0.1%
Value ($000) $332 Shares 15,950 Est. Cost $26.38 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $331 Shares 2,124 Est. Cost $151.14 Unrealized +16.7%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $330 Shares 2,715 Est. Cost $123.12 Unrealized 0.0%
ADSK AUTODESK INC 0.1%
Value ($000) $324 Shares 2,072 Est. Cost $54.65 Unrealized +235.8%
FSTA FIDELITY COVINGTON TR 0.1%
Value ($000) $323 Shares 9,982 Est. Cost $33.34 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $320 Shares 4,516 Est. Cost $87.47 Unrealized
DLTR DOLLAR TREE INC 0.1%
Value ($000) $320 Shares 4,353 Est. Cost $89.75 Unrealized -5.1%
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $317 Shares 6,130 Est. Cost $50.56 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $309 Shares 5,106 Est. Cost $70.51 Unrealized
CSX CSX CORP 0.1%
Value ($000) $309 Shares 5,388 Est. Cost $21.35 Unrealized +1.0%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $307 Shares 3,635 Est. Cost $11.10 Unrealized +47.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $304 Shares 1,219 Est. Cost $241.99 Unrealized +3.2%
PHM PULTE GROUP INC 0.0%
Value ($000) $298 Shares 13,371 Est. Cost $21.47 Unrealized +69.2%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $289 Shares 2,679 Est. Cost $137.53 Unrealized +3.9%
HSY HERSHEY CO 0.0%
Value ($000) $288 Shares 2,173 Est. Cost $89.22 Unrealized +44.0%
IWP ISHARES TR 0.0%
Value ($000) $283 Shares 2,329 Est. Cost $142.55 Unrealized
ATR APTARGROUP INC 0.0%
Value ($000) $274 Shares 2,753 Est. Cost $67.94 Unrealized +47.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $272 Shares 1 Est. Cost $199512.94 Unrealized +59.8%
EFG ISHARES TR 0.0%
Value ($000) $269 Shares 3,785 Est. Cost $80.85 Unrealized
FUTY FIDELITY COVINGTON TR 0.0%
Value ($000) $252 Shares 7,021 Est. Cost $36.09 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $250 Shares 7,275 Est. Cost $28.54 Unrealized +26.3%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $249 Shares 3,138 Est. Cost $101.86 Unrealized +2.5%
SYY SYSCO CORP 0.0%
Value ($000) $239 Shares 5,220 Est. Cost $28.13 Unrealized +109.1%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $238 Shares 2,375 Est. Cost $93.01 Unrealized +10.0%
RY ROYAL BK CDA 0.0%
Value ($000) $237 Shares 3,853 Est. Cost $72.46 Unrealized +2.4%
NFLX NETFLIX INC 0.0%
Value ($000) $232 Shares 619 Est. Cost $29.65 Unrealized +19.3%
RHI ROBERT HALF INTL INC 0.0%
Value ($000) $230 Shares 6,085 Est. Cost $59.37 Unrealized -8.8%
KLAC KLA CORPORATION 0.0%
Value ($000) $228 Shares 1,586 Est. Cost $129.13 Unrealized +16.3%
AFL AFLAC INC 0.0%
Value ($000) $224 Shares 6,548 Est. Cost $31.36 Unrealized +26.5%
HD SUPPLY HLDGS INC 0.0%
Value ($000) $223 Shares 7,854 Est. Cost $38.96 Unrealized
CBRE CBRE GROUP INC 0.0%
Value ($000) $221 Shares 5,867 Est. Cost $33.65 Unrealized +64.2%
HDV ISHARES TR 0.0%
Value ($000) $216 Shares 3,018 Est. Cost $84.27 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $216 Shares 3,988 Est. Cost $33.40 Unrealized +56.7%
IVV ISHARES TR 0.0%
Value ($000) $213 Shares 824 Est. Cost $270.95 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $205 Shares 1,850 Est. Cost $88.23 Unrealized 0.0%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $201 Shares 8,986 Est. Cost $27.20 Unrealized +0.7%
SWISS HELVETIA FD INC 0.0%
Value ($000) $138 Shares 19,901 Est. Cost $7.63 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $103 Shares 20,774 Est. Cost $3.60 Unrealized
MFS INTER INCOME TR 0.0%
Value ($000) $66 Shares 18,325 Est. Cost $4.31 Unrealized
U S SILICA HLDGS INC 0.0%
Value ($000) $22 Shares 12,150 Est. Cost $1.81 Unrealized