VAUGHAN DAVID INVESTMENTS LLC/IL Diversified Active

CIK: 0001063571 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 13, 2018

Total Value ($000): $2,155,857 (100.0% shares, 0.0% debt)

Holdings (183)

MSFT MICROSOFT CORP 2.5%
Value ($000) $53,525 Shares 625,728 Est. Cost $22.75 Unrealized +230.9%
JPM JP MORGAN CHASE & CO 2.0%
Value ($000) $43,560 Shares 407,334 Est. Cost $34.50 Unrealized +135.7%
INTC INTEL CORPORATION 2.0%
Value ($000) $43,514 Shares 942,673 Est. Cost $16.07 Unrealized +127.5%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $40,236 Shares 287,975 Est. Cost $55.41 Unrealized +100.3%
TXN TEXAS INSTRUMENTS INC 1.9%
Value ($000) $40,145 Shares 384,381 Est. Cost $23.77 Unrealized +226.6%
UNH UNITEDHEALTH GROUP 1.9%
Value ($000) $39,958 Shares 181,248 Est. Cost $44.59 Unrealized +317.2%
CSCO CISCO SYSTEMS INC 1.8%
Value ($000) $39,690 Shares 1,036,286 Est. Cost $14.67 Unrealized +90.7%
HON HONEYWELL INTERNATL INC 1.8%
Value ($000) $37,973 Shares 247,607 Est. Cost $49.02 Unrealized +131.3%
DE DEERE & CO 1.7%
Value ($000) $36,270 Shares 231,743 Est. Cost $70.39 Unrealized +75.8%
VERIZON COMMUNICATIONS 1.7%
Value ($000) $36,252 Shares 684,909 Est. Cost $49.15 Unrealized
T AT&T INC 1.7%
Value ($000) $36,244 Shares 932,209 Est. Cost $11.39 Unrealized +33.9%
DIS THE WALT DISNEY CO 1.5%
Value ($000) $33,145 Shares 308,297 Est. Cost $52.41 Unrealized +85.6%
RLI RLI CORP 1.5%
Value ($000) $31,917 Shares 526,164 Est. Cost $19.02 Unrealized +17.5%
MMM 3M COMPANY 1.5%
Value ($000) $31,856 Shares 135,342 Est. Cost $57.24 Unrealized +153.3%
GD GENERAL DYNAMICS CORP 1.4%
Value ($000) $30,620 Shares 150,506 Est. Cost $52.59 Unrealized +223.9%
AMGN AMGEN INC 1.4%
Value ($000) $29,815 Shares 171,449 Est. Cost $65.59 Unrealized +110.7%
ORCL ORACLE CORP 1.4%
Value ($000) $29,696 Shares 628,097 Est. Cost $29.52 Unrealized +47.3%
WFC WELLS FARGO & COMPANY 1.4%
Value ($000) $29,664 Shares 488,943 Est. Cost $26.05 Unrealized +73.1%
PEP PEPSICO INC 1.4%
Value ($000) $29,517 Shares 246,143 Est. Cost $52.04 Unrealized +71.0%
PNC PNC FINANCIAL SERVICES GROUP 1.3%
Value ($000) $28,705 Shares 198,939 Est. Cost $44.20 Unrealized +136.8%
CVX CHEVRON CORPORATION 1.3%
Value ($000) $28,328 Shares 226,279 Est. Cost $67.95 Unrealized +23.0%
PFE PFIZER INC 1.3%
Value ($000) $28,060 Shares 774,724 Est. Cost $15.80 Unrealized +50.7%
ABT ABBOTT LABORATORIES 1.3%
Value ($000) $27,939 Shares 489,548 Est. Cost $34.94 Unrealized +37.7%
S&P GLOBAL INC 1.3%
Value ($000) $27,809 Shares 164,164 Est. Cost $107.26 Unrealized
UNITED TECHNOLOGIES CORP 1.2%
Value ($000) $26,869 Shares 210,623 Est. Cost $94.87 Unrealized
IBM INTL BUSINESS MACHINES CORP 1.2%
Value ($000) $26,813 Shares 174,768 Est. Cost $114.11 Unrealized -10.5%
UPS UNITED PARCEL SERVICE B 1.2%
Value ($000) $26,733 Shares 224,363 Est. Cost $54.81 Unrealized +57.4%
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $26,716 Shares 290,772 Est. Cost $53.28 Unrealized +36.4%
NEXTERA ENERGY INC 1.2%
Value ($000) $26,700 Shares 170,945 Est. Cost $80.02 Unrealized
XOM EXXON MOBIL CORPORATION 1.2%
Value ($000) $26,486 Shares 316,663 Est. Cost $53.36 Unrealized +7.0%
BLACKROCK INC 1.2%
Value ($000) $26,456 Shares 51,500 Est. Cost $319.60 Unrealized
AXP AMERICAN EXPRESS CO 1.2%
Value ($000) $25,924 Shares 261,039 Est. Cost $55.40 Unrealized +53.9%
USB US BANCORP 1.2%
Value ($000) $25,822 Shares 481,928 Est. Cost $22.56 Unrealized +73.1%
DISCOVER FINANCIAL SERVICES 1.2%
Value ($000) $25,567 Shares 332,380 Est. Cost $53.17 Unrealized
TIME WARNER INC 1.2%
Value ($000) $25,407 Shares 277,768 Est. Cost $60.10 Unrealized
BB & T CORPORATION 1.2%
Value ($000) $25,066 Shares 504,140 Est. Cost $32.50 Unrealized
ROYAL DUTCH SHELL PLC B ADR 1.1%
Value ($000) $24,503 Shares 358,809 Est. Cost $53.52 Unrealized
XEL XCEL ENERGY 1.1%
Value ($000) $24,374 Shares 506,629 Est. Cost $18.89 Unrealized +104.2%
AEP AMERICAN ELECTRIC POWER 1.1%
Value ($000) $24,047 Shares 326,854 Est. Cost $29.56 Unrealized +89.6%
ALL ALLSTATE CORP 1.1%
Value ($000) $23,765 Shares 226,957 Est. Cost $35.97 Unrealized +127.2%
PPG PPG INDUSTRIES INC 1.1%
Value ($000) $23,532 Shares 201,441 Est. Cost $75.58 Unrealized +31.0%
MRSH MARSH & MCLENNAN COS 1.1%
Value ($000) $23,519 Shares 288,972 Est. Cost $33.33 Unrealized +118.7%
GIS GENERAL MILLS INC 1.1%
Value ($000) $23,447 Shares 395,466 Est. Cost $29.56 Unrealized +37.2%
RPM RPM INTERNATIONAL INC 1.1%
Value ($000) $23,283 Shares 444,157 Est. Cost $31.73 Unrealized +64.8%
T ROWE PRICE ASSOCIATES 1.1%
Value ($000) $23,260 Shares 221,667 Est. Cost $74.95 Unrealized
COP CONOCOPHILLIPS 1.1%
Value ($000) $23,197 Shares 422,604 Est. Cost $37.17 Unrealized +6.7%
AMG AFFILIATED MANAGERS GROUP INC 1.1%
Value ($000) $23,093 Shares 112,511 Est. Cost $143.13 Unrealized +31.6%
LNT ALLIANT ENERGY CORP 1.1%
Value ($000) $23,059 Shares 541,171 Est. Cost $21.88 Unrealized +54.5%
SLB SCHLUMBERGER LTD 1.1%
Value ($000) $23,003 Shares 341,339 Est. Cost $54.71 Unrealized -6.4%
PM PHILIP MORRIS INTL 1.1%
Value ($000) $22,732 Shares 215,166 Est. Cost $48.87 Unrealized +42.4%
AFL AFLAC INC 1.1%
Value ($000) $22,717 Shares 258,800 Est. Cost $24.04 Unrealized +46.8%
MKC MCCORMICK & CO INC 1.1%
Value ($000) $22,712 Shares 222,862 Est. Cost $26.60 Unrealized +60.5%
TRANSCANADA CORP 1.0%
Value ($000) $22,586 Shares 464,360 Est. Cost $43.99 Unrealized
D DOMINION ENERGY INC 1.0%
Value ($000) $22,340 Shares 275,594 Est. Cost $34.29 Unrealized +64.5%
KMB KIMBERLY CLARK CORP 1.0%
Value ($000) $22,338 Shares 185,132 Est. Cost $59.17 Unrealized +48.0%
KO COCA COLA CO 1.0%
Value ($000) $22,325 Shares 486,595 Est. Cost $26.34 Unrealized +35.3%
QCOM QUALCOMM INC 1.0%
Value ($000) $22,215 Shares 347,003 Est. Cost $46.10 Unrealized +6.3%
SO SOUTHERN CO 1.0%
Value ($000) $22,170 Shares 461,005 Est. Cost $26.18 Unrealized +39.3%
BK BANK OF NEW YORK MELLON CORP 1.0%
Value ($000) $21,932 Shares 407,198 Est. Cost $32.60 Unrealized +30.8%
EVERSOURCE ENERGY 1.0%
Value ($000) $21,708 Shares 343,584 Est. Cost $51.01 Unrealized
ENBRIDGE INC 1.0%
Value ($000) $21,404 Shares 547,284 Est. Cost $41.68 Unrealized
VECTREN CORPORATION 1.0%
Value ($000) $21,253 Shares 326,868 Est. Cost $35.58 Unrealized
POR PORTLAND GENERAL ELECTRIC CO 1.0%
Value ($000) $21,146 Shares 463,932 Est. Cost $19.28 Unrealized +79.4%
GPC GENUINE PARTS CO 1.0%
Value ($000) $21,038 Shares 221,434 Est. Cost $50.15 Unrealized +43.8%
DUKE ENERGY HOLDING CORP 1.0%
Value ($000) $20,777 Shares 247,023 Est. Cost $72.81 Unrealized
CL COLGATE PALMOLIVE CO 0.9%
Value ($000) $20,317 Shares 269,280 Est. Cost $44.05 Unrealized +36.9%
TGT TARGET CORP 0.9%
Value ($000) $19,969 Shares 306,041 Est. Cost $43.82 Unrealized +9.7%
MET METLIFE INC 0.9%
Value ($000) $19,693 Shares 389,494 Est. Cost $24.67 Unrealized +61.7%
DTE DTE ENERGY COMPANY 0.9%
Value ($000) $19,329 Shares 176,584 Est. Cost $36.19 Unrealized +99.7%
GREAT PLAINS ENERGY INC 0.9%
Value ($000) $18,640 Shares 578,159 Est. Cost $29.89 Unrealized
COR AMERISOURCE BERGEN CORP 0.8%
Value ($000) $18,054 Shares 196,623 Est. Cost $66.31 Unrealized -4.4%
EAT BRINKER INTL INC 0.8%
Value ($000) $18,028 Shares 464,161 Est. Cost $28.59 Unrealized +10.3%
KR KROGER CO 0.8%
Value ($000) $17,291 Shares 629,918 Est. Cost $27.67 Unrealized -29.2%
SOUTH JERSEY INDUSTRIES 0.8%
Value ($000) $17,001 Shares 544,396 Est. Cost $37.13 Unrealized
CVS CVS HEALTH CORP 0.8%
Value ($000) $16,563 Shares 228,449 Est. Cost $70.44 Unrealized -20.2%
NGG NATIONAL GRID PLC 0.7%
Value ($000) $16,083 Shares 273,466 Est. Cost $62.58 Unrealized
ALERIAN MLP ETF 0.7%
Value ($000) $15,721 Shares 1,457,008 Est. Cost $11.94 Unrealized
KINDER MORGAN INC 0.7%
Value ($000) $14,070 Shares 778,631 Est. Cost $26.74 Unrealized
WMB WILLIAMS COS INC 0.6%
Value ($000) $13,767 Shares 451,511 Est. Cost $17.37 Unrealized +7.0%
BA BOEING CO 0.4%
Value ($000) $8,767 Shares 29,726 Est. Cost $106.28 Unrealized +142.2%
IWV ISHARES RUSSELL 3000 ETF 0.4%
Value ($000) $8,664 Shares 54,775 Est. Cost $97.63 Unrealized
CAT CATERPILLAR INC 0.4%
Value ($000) $8,324 Shares 52,825 Est. Cost $69.44 Unrealized +67.5%
ED CONSOLIDATED EDISON INC 0.3%
Value ($000) $6,656 Shares 78,351 Est. Cost $35.76 Unrealized +79.2%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $5,679 Shares 80,772 Est. Cost $57.79 Unrealized
BRO BROWN & BROWN INC 0.2%
Value ($000) $5,146 Shares 100,000 Est. Cost $12.75 Unrealized +84.8%
SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $2,253 Shares 8,444 Est. Cost $264.01 Unrealized
ABBVIE INC 0.1%
Value ($000) $2,239 Shares 23,157 Est. Cost $54.74 Unrealized
MERCK AND CO INC NEW 0.1%
Value ($000) $2,159 Shares 38,370 Est. Cost $45.09 Unrealized
MONSANTO CO 0.1%
Value ($000) $2,144 Shares 18,357 Est. Cost $105.62 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $1,727 Shares 10,202 Est. Cost $20.38 Unrealized +91.8%
TRAVELERS COMPANIES INC 0.1%
Value ($000) $1,714 Shares 12,636 Est. Cost $84.60 Unrealized
EPD ENTERPRISE PRODUCTS 0.1%
Value ($000) $1,622 Shares 61,200 Est. Cost $24.62 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $1,499 Shares 85,921 Est. Cost $24.39 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $1,448 Shares 31,536 Est. Cost $36.48 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $1,419 Shares 20,000 Est. Cost $68.80 Unrealized
RESOURCE REAL ESTATE OPP REIT II 0.1%
Value ($000) $1,362 Shares 149,656 Est. Cost $9.10 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $1,282 Shares 6,468 Est. Cost $121.03 Unrealized +56.9%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $1,238 Shares 4,604 Est. Cost $268.90 Unrealized
MCD MCDONALDS CORPORATION 0.1%
Value ($000) $1,170 Shares 6,795 Est. Cost $70.92 Unrealized +95.5%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,140 Shares 7,865 Est. Cost $61.58 Unrealized +85.1%
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $1,107 Shares 19,821 Est. Cost $21.62 Unrealized +70.9%
XLY CONSUMER DISC SELECT SECTOR SPDR 0.0%
Value ($000) $1,043 Shares 10,567 Est. Cost $56.66 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $1,040 Shares 5,487 Est. Cost $80.51 Unrealized +76.0%
DOWDUPONT INC 0.0%
Value ($000) $943 Shares 13,234 Est. Cost $69.26 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $936 Shares 6,982 Est. Cost $72.47 Unrealized +39.1%
BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $935 Shares 15,944 Est. Cost $60.81 Unrealized
INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $798 Shares 10,545 Est. Cost $47.20 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $764 Shares 25,890 Est. Cost $13.94 Unrealized +63.4%
ISHARES CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $757 Shares 13,296 Est. Cost $46.13 Unrealized
CSX CSX CORP 0.0%
Value ($000) $754 Shares 13,700 Est. Cost $6.43 Unrealized +146.6%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $752 Shares 3,067 Est. Cost $245.19 Unrealized
WOR WORTHINGTON INDUSTRIES INC 0.0%
Value ($000) $744 Shares 16,876 Est. Cost $17.50 Unrealized +52.6%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $734 Shares 11,351 Est. Cost $29.67 Unrealized +88.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $734 Shares 10,281 Est. Cost $19.37 Unrealized +89.1%
PSX PHILLIPS 66 0.0%
Value ($000) $720 Shares 7,119 Est. Cost $41.75 Unrealized +66.0%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $714 Shares 11,656 Est. Cost $31.73 Unrealized +46.4%
AEE AMEREN CORPORATION 0.0%
Value ($000) $676 Shares 11,455 Est. Cost $24.10 Unrealized +101.7%
CMCSA COMCAST CORP CLASS A 0.0%
Value ($000) $659 Shares 16,466 Est. Cost $30.17 Unrealized +1.7%
BP BP PLC-SPONS ADR 0.0%
Value ($000) $648 Shares 15,419 Est. Cost $41.14 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $619 Shares 6,450 Est. Cost $28.22 Unrealized +139.1%
IJH ISHARES CORE S&P MID CAP ETF 0.0%
Value ($000) $609 Shares 3,210 Est. Cost $189.72 Unrealized
SCANA CORP 0.0%
Value ($000) $605 Shares 15,216 Est. Cost $51.41 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $590 Shares 38,348 Est. Cost $37.13 Unrealized -57.3%
MEDTRONIC PLC 0.0%
Value ($000) $582 Shares 7,209 Est. Cost $72.50 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $556 Shares 7,650 Est. Cost $76.57 Unrealized
ACCENTURE PLC-CL A 0.0%
Value ($000) $554 Shares 3,618 Est. Cost $123.20 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $515 Shares 9,383 Est. Cost $55.98 Unrealized +2.1%
LOW LOWES COS INC 0.0%
Value ($000) $512 Shares 5,510 Est. Cost $31.90 Unrealized +123.3%
WEC ENERGY GROUP INC 0.0%
Value ($000) $480 Shares 7,231 Est. Cost $45.25 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $466 Shares 2,176 Est. Cost $185.44 Unrealized 0.0%
ROYAL DUTCH SHELL PLC A 0.0%
Value ($000) $465 Shares 6,963 Est. Cost $64.04 Unrealized
IMCV ISHARES MORNINGSTAR MID CAP 0.0%
Value ($000) $463 Shares 2,900 Est. Cost $159.66 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $456 Shares 2,730 Est. Cost $100.87 Unrealized +29.7%
WISDOMTREE MIDCAP DVD FD F 0.0%
Value ($000) $449 Shares 12,720 Est. Cost $56.58 Unrealized
IBERIABANK CORP 0.0%
Value ($000) $438 Shares 5,649 Est. Cost $51.26 Unrealized
WMT WAL MART STORES INC 0.0%
Value ($000) $437 Shares 4,425 Est. Cost $19.09 Unrealized +40.5%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $426 Shares 3,632 Est. Cost $54.55 Unrealized +76.3%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $425 Shares 6,095 Est. Cost $40.57 Unrealized +31.3%
RAYTHEON COMPANY 0.0%
Value ($000) $423 Shares 2,254 Est. Cost $100.17 Unrealized
EEM ISHARES MSCI EMERGING MKT ETF 0.0%
Value ($000) $408 Shares 8,655 Est. Cost $47.14 Unrealized
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $402 Shares 10,000 Est. Cost $13.94 Unrealized +132.9%
FACEBOOK INC A 0.0%
Value ($000) $397 Shares 2,252 Est. Cost $111.80 Unrealized
SWK STANLEY BLACK & DECKER INC. 0.0%
Value ($000) $396 Shares 2,334 Est. Cost $74.93 Unrealized +74.6%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $391 Shares 1,219 Est. Cost $126.14 Unrealized +101.0%
IWS ISHARES RUSSELL MIDCAP VALUE ETF 0.0%
Value ($000) $373 Shares 4,187 Est. Cost $89.09 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $366 Shares 2,401 Est. Cost $152.44 Unrealized
SPDR GOLD TRUST 0.0%
Value ($000) $349 Shares 2,820 Est. Cost $118.68 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $347 Shares 5,490 Est. Cost $29.70 Unrealized +80.9%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $346 Shares 2,749 Est. Cost $125.86 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $344 Shares 1,847 Est. Cost $136.98 Unrealized +12.8%
ALPHABET INC CL C 0.0%
Value ($000) $332 Shares 317 Est. Cost $855.86 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $331 Shares 2,226 Est. Cost $57.00 Unrealized +88.6%
OGE OGE ENERGY CORP 0.0%
Value ($000) $327 Shares 9,934 Est. Cost $32.94 Unrealized +7.2%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $316 Shares 1,691 Est. Cost $186.87 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $312 Shares 1,500 Est. Cost $174.11 Unrealized
MARATHON PETROLEUM CORP 0.0%
Value ($000) $310 Shares 4,700 Est. Cost $50.43 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $304 Shares 3,605 Est. Cost $51.59 Unrealized +45.9%
BERKSHIRE HATHAWAY CL A 1/100 0.0%
Value ($000) $298 Shares 100 Est. Cost $2130.00 Unrealized
SCHG SCHWAB US LARGE GROWTH ETF 0.0%
Value ($000) $286 Shares 4,039 Est. Cost $53.12 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA 0.0%
Value ($000) $285 Shares 3,739 Est. Cost $76.22 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $275 Shares 3,694 Est. Cost $32.94 Unrealized +71.4%
EXC EXELON CORPORATION 0.0%
Value ($000) $267 Shares 6,780 Est. Cost $14.29 Unrealized +51.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $253 Shares 4,404 Est. Cost $45.77 Unrealized +3.6%
NSRGY NESTLE SA SPONSORED ADR 0.0%
Value ($000) $251 Shares 2,920 Est. Cost $77.52 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $245 Shares 4,227 Est. Cost $29.51 Unrealized +27.4%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $242 Shares 2,169 Est. Cost $95.90 Unrealized
SCHV SCHWAB US LARGE CAP VAL 0.0%
Value ($000) $240 Shares 4,389 Est. Cost $43.38 Unrealized
AMZN AMAZON.COM INC 0.0%
Value ($000) $239 Shares 204 Est. Cost $47.71 Unrealized +15.3%
CHARTER COMMUNICATIONS (NEW) 0.0%
Value ($000) $236 Shares 701 Est. Cost $269.99 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $232 Shares 2,040 Est. Cost $67.07 Unrealized +35.1%
IVE ISHARES S&P500 VALUE INDEX ETF 0.0%
Value ($000) $225 Shares 1,971 Est. Cost $105.02 Unrealized
VANGUARD SHORT-TERM CORPORATE ETF 0.0%
Value ($000) $220 Shares 2,775 Est. Cost $79.65 Unrealized
BAKER HUGHES A GE CO 0.0%
Value ($000) $218 Shares 6,893 Est. Cost $36.60 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $216 Shares 4,209 Est. Cost $42.12 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $211 Shares 686 Est. Cost $263.02 Unrealized 0.0%
LEGG MASON INC 0.0%
Value ($000) $210 Shares 5,000 Est. Cost $42.00 Unrealized
SCHD SCHWAB US DVD EQUITY ETF 0.0%
Value ($000) $210 Shares 4,102 Est. Cost $51.19 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $205 Shares 2,785 Est. Cost $55.11 Unrealized 0.0%
SLV ISHARES SILVER TRUST ETF 0.0%
Value ($000) $164 Shares 10,234 Est. Cost $17.30 Unrealized
VALHI INC 0.0%
Value ($000) $70 Shares 11,421 Est. Cost $16.02 Unrealized
JASON INDUSTRIES INC 0.0%
Value ($000) $24 Shares 10,000 Est. Cost $3.60 Unrealized
TITAN MEDICAL INC 0.0%
Value ($000) $6 Shares 20,000 Est. Cost $0.53 Unrealized
ANTS SOFTWARE INC 0.0%
Value ($000) $0 Shares 46,666 Est. Cost Unrealized