VAUGHAN DAVID INVESTMENTS LLC/IL Diversified Active

CIK: 0001063571 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 4, 2018

Total Value ($000): $2,114,218 (100.0% shares, 0.0% debt)

Holdings (184)

MSFT MICROSOFT CORP 2.7%
Value ($000) $56,532 Shares 619,389 Est. Cost $22.75 Unrealized +270.7%
INTC INTEL CORPORATION 2.3%
Value ($000) $48,409 Shares 929,515 Est. Cost $16.07 Unrealized +149.4%
JPM JP MORGAN CHASE & CO 2.1%
Value ($000) $44,666 Shares 406,168 Est. Cost $34.50 Unrealized +165.0%
CSCO CISCO SYSTEMS INC 2.1%
Value ($000) $44,028 Shares 1,026,523 Est. Cost $14.67 Unrealized +128.1%
TXN TEXAS INSTRUMENTS INC 1.9%
Value ($000) $39,675 Shares 381,891 Est. Cost $23.77 Unrealized +265.3%
UNH UNITEDHEALTH GROUP 1.8%
Value ($000) $38,638 Shares 180,553 Est. Cost $44.59 Unrealized +351.0%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $37,502 Shares 292,642 Est. Cost $56.26 Unrealized +92.6%
DE DEERE & CO 1.7%
Value ($000) $36,039 Shares 232,031 Est. Cost $70.39 Unrealized +104.5%
HON HONEYWELL INTERNATL INC 1.7%
Value ($000) $36,013 Shares 249,206 Est. Cost $49.02 Unrealized +139.7%
T AT&T INC 1.6%
Value ($000) $33,761 Shares 947,019 Est. Cost $11.46 Unrealized +38.0%
VERIZON COMMUNICATIONS 1.6%
Value ($000) $33,458 Shares 699,667 Est. Cost $49.12 Unrealized
RLI RLI CORP 1.6%
Value ($000) $33,329 Shares 525,781 Est. Cost $19.02 Unrealized +26.4%
GD GENERAL DYNAMICS CORP 1.5%
Value ($000) $32,219 Shares 145,853 Est. Cost $52.59 Unrealized +246.1%
DIS THE WALT DISNEY CO 1.5%
Value ($000) $31,355 Shares 312,175 Est. Cost $53.01 Unrealized +90.4%
S&P GLOBAL INC 1.4%
Value ($000) $30,656 Shares 160,454 Est. Cost $107.26 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 1.4%
Value ($000) $29,966 Shares 198,134 Est. Cost $44.20 Unrealized +167.4%
AMGN AMGEN INC 1.4%
Value ($000) $29,501 Shares 173,048 Est. Cost $65.59 Unrealized +120.2%
ABT ABBOTT LABORATORIES 1.4%
Value ($000) $29,448 Shares 491,453 Est. Cost $34.94 Unrealized +50.5%
ORCL ORACLE CORP 1.4%
Value ($000) $29,076 Shares 635,551 Est. Cost $29.69 Unrealized +49.1%
MMM 3M COMPANY 1.4%
Value ($000) $28,645 Shares 130,489 Est. Cost $57.24 Unrealized +162.3%
NEXTERA ENERGY INC 1.3%
Value ($000) $28,138 Shares 172,276 Est. Cost $80.02 Unrealized
PFE PFIZER INC 1.3%
Value ($000) $27,837 Shares 784,356 Est. Cost $15.90 Unrealized +52.4%
IBM INTL BUSINESS MACHINES CORP 1.3%
Value ($000) $27,482 Shares 179,114 Est. Cost $113.94 Unrealized -5.8%
BLACKROCK INC 1.3%
Value ($000) $27,412 Shares 50,602 Est. Cost $319.60 Unrealized
PEP PEPSICO INC 1.3%
Value ($000) $27,148 Shares 248,720 Est. Cost $52.43 Unrealized +70.2%
TIME WARNER INC 1.3%
Value ($000) $26,925 Shares 284,681 Est. Cost $60.94 Unrealized
UNITED TECHNOLOGIES CORP 1.3%
Value ($000) $26,748 Shares 212,590 Est. Cost $94.87 Unrealized
BB & T CORPORATION 1.2%
Value ($000) $26,210 Shares 503,648 Est. Cost $32.50 Unrealized
CVX CHEVRON CORPORATION 1.2%
Value ($000) $26,187 Shares 229,626 Est. Cost $68.20 Unrealized +24.7%
WFC WELLS FARGO & COMPANY 1.2%
Value ($000) $25,899 Shares 494,168 Est. Cost $26.28 Unrealized +81.6%
COP CONOCOPHILLIPS 1.2%
Value ($000) $25,323 Shares 427,100 Est. Cost $37.24 Unrealized +17.5%
USB US BANCORP 1.2%
Value ($000) $24,681 Shares 488,729 Est. Cost $22.80 Unrealized +75.1%
AXP AMERICAN EXPRESS CO 1.2%
Value ($000) $24,610 Shares 263,834 Est. Cost $55.73 Unrealized +56.1%
DISCOVER FINANCIAL SERVICES 1.1%
Value ($000) $24,239 Shares 336,985 Est. Cost $53.43 Unrealized
MRSH MARSH & MCLENNAN COS 1.1%
Value ($000) $24,112 Shares 291,952 Est. Cost $33.73 Unrealized +116.0%
UPS UNITED PARCEL SERVICE B 1.1%
Value ($000) $24,053 Shares 229,820 Est. Cost $55.54 Unrealized +53.9%
MKC MCCORMICK & CO INC 1.1%
Value ($000) $24,013 Shares 225,707 Est. Cost $26.84 Unrealized +68.7%
ROYAL DUTCH SHELL PLC B ADR 1.1%
Value ($000) $24,004 Shares 366,309 Est. Cost $53.76 Unrealized
XOM EXXON MOBIL CORPORATION 1.1%
Value ($000) $23,906 Shares 320,419 Est. Cost $53.38 Unrealized +4.4%
PG PROCTER & GAMBLE CO 1.1%
Value ($000) $23,668 Shares 298,533 Est. Cost $53.66 Unrealized +26.5%
XEL XCEL ENERGY 1.1%
Value ($000) $23,526 Shares 517,279 Est. Cost $19.22 Unrealized +81.8%
T ROWE PRICE ASSOCIATES 1.1%
Value ($000) $23,491 Shares 217,572 Est. Cost $74.95 Unrealized
AEP AMERICAN ELECTRIC POWER 1.1%
Value ($000) $23,352 Shares 340,459 Est. Cost $30.42 Unrealized +67.6%
AFL AFLAC INC 1.1%
Value ($000) $22,862 Shares 522,435 Est. Cost $30.47 Unrealized +20.7%
PPG PPG INDUSTRIES INC 1.1%
Value ($000) $22,693 Shares 203,346 Est. Cost $75.58 Unrealized +31.6%
SLB SCHLUMBERGER LTD 1.1%
Value ($000) $22,608 Shares 349,000 Est. Cost $54.73 Unrealized +1.8%
LNT ALLIANT ENERGY CORP 1.1%
Value ($000) $22,569 Shares 552,356 Est. Cost $22.06 Unrealized +39.8%
AMG AFFILIATED MANAGERS GROUP INC 1.0%
Value ($000) $21,691 Shares 114,416 Est. Cost $143.91 Unrealized +31.8%
PM PHILIP MORRIS INTL 1.0%
Value ($000) $21,688 Shares 218,191 Est. Cost $49.14 Unrealized +39.8%
TGT TARGET CORP 1.0%
Value ($000) $21,662 Shares 311,996 Est. Cost $44.10 Unrealized +32.5%
ALL ALLSTATE CORP 1.0%
Value ($000) $21,552 Shares 227,347 Est. Cost $35.97 Unrealized +124.4%
RPM RPM INTERNATIONAL INC 1.0%
Value ($000) $21,524 Shares 451,512 Est. Cost $32.04 Unrealized +58.9%
SO SOUTHERN CO 1.0%
Value ($000) $21,399 Shares 479,161 Est. Cost $26.40 Unrealized +21.8%
KO COCA COLA CO 1.0%
Value ($000) $21,369 Shares 492,044 Est. Cost $26.43 Unrealized +32.7%
BK BANK OF NEW YORK MELLON CORP 1.0%
Value ($000) $21,335 Shares 414,023 Est. Cost $32.80 Unrealized +36.4%
EVERSOURCE ENERGY 1.0%
Value ($000) $20,949 Shares 355,544 Est. Cost $51.27 Unrealized
VECTREN CORPORATION 1.0%
Value ($000) $20,924 Shares 327,344 Est. Cost $35.58 Unrealized
KMB KIMBERLY CLARK CORP 1.0%
Value ($000) $20,897 Shares 189,747 Est. Cost $59.83 Unrealized +44.1%
GPC GENUINE PARTS CO 1.0%
Value ($000) $20,368 Shares 226,714 Est. Cost $50.77 Unrealized +51.3%
FE FIRSTENERGY CORP 1.0%
Value ($000) $20,178 Shares 593,310 Est. Cost $23.30 Unrealized 0.0%
TRANSCANADA CORP 1.0%
Value ($000) $20,161 Shares 488,035 Est. Cost $43.86 Unrealized
DUKE ENERGY HOLDING CORP 0.9%
Value ($000) $19,816 Shares 255,790 Est. Cost $72.97 Unrealized
CL COLGATE PALMOLIVE CO 0.9%
Value ($000) $19,699 Shares 274,817 Est. Cost $44.36 Unrealized +34.6%
QCOM QUALCOMM INC 0.9%
Value ($000) $19,378 Shares 349,728 Est. Cost $46.10 Unrealized +12.6%
GREAT PLAINS ENERGY INC 0.9%
Value ($000) $19,222 Shares 604,670 Est. Cost $29.98 Unrealized
D DOMINION ENERGY INC 0.9%
Value ($000) $19,148 Shares 283,964 Est. Cost $34.81 Unrealized +49.2%
POR PORTLAND GENERAL ELECTRIC CO 0.9%
Value ($000) $19,070 Shares 470,757 Est. Cost $19.44 Unrealized +55.5%
DTE DTE ENERGY COMPANY 0.9%
Value ($000) $18,859 Shares 180,644 Est. Cost $36.89 Unrealized +82.2%
MET METLIFE INC 0.9%
Value ($000) $18,254 Shares 397,787 Est. Cost $24.92 Unrealized +48.6%
GIS GENERAL MILLS INC 0.9%
Value ($000) $18,236 Shares 404,706 Est. Cost $29.82 Unrealized +37.5%
ENBRIDGE INC 0.8%
Value ($000) $17,656 Shares 561,041 Est. Cost $41.43 Unrealized
COR AMERISOURCE BERGEN CORP 0.8%
Value ($000) $17,031 Shares 197,548 Est. Cost $66.31 Unrealized +11.5%
EAT BRINKER INTL INC 0.8%
Value ($000) $16,928 Shares 468,906 Est. Cost $28.64 Unrealized +17.2%
SOUTH JERSEY INDUSTRIES 0.8%
Value ($000) $16,056 Shares 570,181 Est. Cost $36.72 Unrealized
KR KROGER CO 0.7%
Value ($000) $14,913 Shares 622,950 Est. Cost $27.67 Unrealized -17.0%
CVS CVS HEALTH CORP 0.7%
Value ($000) $14,399 Shares 231,452 Est. Cost $70.25 Unrealized -20.5%
ALERIAN MLP ETF 0.7%
Value ($000) $14,107 Shares 1,505,578 Est. Cost $11.86 Unrealized
NGG NATIONAL GRID PLC 0.7%
Value ($000) $14,077 Shares 249,467 Est. Cost $62.58 Unrealized
KINDER MORGAN INC 0.6%
Value ($000) $12,402 Shares 823,490 Est. Cost $26.11 Unrealized
WMB WILLIAMS COS INC 0.6%
Value ($000) $11,644 Shares 468,366 Est. Cost $17.43 Unrealized +9.3%
BA BOEING CO 0.4%
Value ($000) $8,883 Shares 27,091 Est. Cost $106.28 Unrealized +203.8%
IWV ISHARES RUSSELL 3000 ETF 0.4%
Value ($000) $8,564 Shares 54,775 Est. Cost $97.63 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $6,170 Shares 41,865 Est. Cost $69.44 Unrealized +91.6%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $5,739 Shares 82,357 Est. Cost $58.02 Unrealized
ED CONSOLIDATED EDISON INC 0.3%
Value ($000) $5,491 Shares 70,454 Est. Cost $35.76 Unrealized +63.5%
BRO BROWN & BROWN INC 0.2%
Value ($000) $5,088 Shares 200,000 Est. Cost $18.67 Unrealized +31.7%
SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $2,202 Shares 8,369 Est. Cost $264.01 Unrealized
ABBVIE INC 0.1%
Value ($000) $2,135 Shares 22,559 Est. Cost $54.74 Unrealized
MONSANTO CO 0.1%
Value ($000) $2,130 Shares 18,257 Est. Cost $105.62 Unrealized
MERCK AND CO INC NEW 0.1%
Value ($000) $2,008 Shares 36,857 Est. Cost $45.09 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $1,727 Shares 10,294 Est. Cost $20.38 Unrealized +98.4%
TRAVELERS COMPANIES INC 0.1%
Value ($000) $1,665 Shares 11,990 Est. Cost $84.60 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $1,657 Shares 6,244 Est. Cost $267.97 Unrealized
EPD ENTERPRISE PRODUCTS 0.1%
Value ($000) $1,498 Shares 61,200 Est. Cost $24.62 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $1,495 Shares 31,820 Est. Cost $36.48 Unrealized
RESOURCE REAL ESTATE OPP REIT II 0.1%
Value ($000) $1,370 Shares 150,509 Est. Cost $9.10 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $1,260 Shares 6,318 Est. Cost $121.03 Unrealized +69.7%
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $1,249 Shares 21,400 Est. Cost $68.12 Unrealized
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $1,175 Shares 19,620 Est. Cost $21.62 Unrealized +77.1%
GENERAL ELECTRIC CO 0.1%
Value ($000) $1,136 Shares 84,272 Est. Cost $24.39 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,068 Shares 7,865 Est. Cost $61.58 Unrealized +99.2%
MCD MCDONALDS CORPORATION 0.0%
Value ($000) $1,037 Shares 6,633 Est. Cost $70.92 Unrealized +92.7%
XLY CONSUMER DISC SELECT SECTOR SPDR 0.0%
Value ($000) $1,026 Shares 10,132 Est. Cost $56.66 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $968 Shares 5,433 Est. Cost $80.51 Unrealized +92.2%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $939 Shares 6,982 Est. Cost $72.47 Unrealized +56.0%
SCHD SCHWAB US DVD EQUITY ETF 0.0%
Value ($000) $880 Shares 17,952 Est. Cost $49.52 Unrealized
DOWDUPONT INC 0.0%
Value ($000) $846 Shares 13,274 Est. Cost $69.26 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.0%
Value ($000) $843 Shares 4,495 Est. Cost $189.10 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $797 Shares 7,885 Est. Cost $101.08 Unrealized
ISHARES CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $776 Shares 13,296 Est. Cost $46.13 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $764 Shares 25,461 Est. Cost $13.94 Unrealized +87.0%
CSX CSX CORP 0.0%
Value ($000) $763 Shares 13,700 Est. Cost $6.43 Unrealized +161.2%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $742 Shares 3,067 Est. Cost $245.19 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $734 Shares 11,291 Est. Cost $29.67 Unrealized +98.6%
INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $724 Shares 9,745 Est. Cost $47.20 Unrealized
WOR WORTHINGTON INDUSTRIES INC 0.0%
Value ($000) $716 Shares 16,676 Est. Cost $17.50 Unrealized +60.4%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $693 Shares 10,956 Est. Cost $31.73 Unrealized +51.6%
PSX PHILLIPS 66 0.0%
Value ($000) $683 Shares 7,119 Est. Cost $41.75 Unrealized +71.2%
AEE AMEREN CORPORATION 0.0%
Value ($000) $649 Shares 11,455 Est. Cost $24.10 Unrealized +83.1%
BP BP PLC-SPONS ADR 0.0%
Value ($000) $625 Shares 15,419 Est. Cost $41.14 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $567 Shares 9,100 Est. Cost $19.37 Unrealized +88.8%
CMCSA COMCAST CORP CLASS A 0.0%
Value ($000) $566 Shares 16,577 Est. Cost $30.17 Unrealized +5.4%
ACCENTURE PLC-CL A 0.0%
Value ($000) $555 Shares 3,618 Est. Cost $123.20 Unrealized
VANGUARD SHORT-TERM CORPORATE ETF 0.0%
Value ($000) $552 Shares 7,044 Est. Cost $78.87 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $550 Shares 6,450 Est. Cost $28.22 Unrealized +169.7%
MEDTRONIC PLC 0.0%
Value ($000) $538 Shares 6,709 Est. Cost $72.50 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $498 Shares 7,600 Est. Cost $76.57 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $478 Shares 9,283 Est. Cost $55.98 Unrealized -6.6%
LOW LOWES COS INC 0.0%
Value ($000) $459 Shares 5,235 Est. Cost $31.90 Unrealized +156.7%
IMCV ISHARES MORNINGSTAR MID CAP 0.0%
Value ($000) $452 Shares 2,900 Est. Cost $159.66 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $448 Shares 2,069 Est. Cost $185.44 Unrealized +4.9%
ROYAL DUTCH SHELL PLC A 0.0%
Value ($000) $444 Shares 6,963 Est. Cost $64.04 Unrealized
WEC ENERGY GROUP INC 0.0%
Value ($000) $444 Shares 7,082 Est. Cost $45.25 Unrealized
IBERIABANK CORP 0.0%
Value ($000) $441 Shares 5,649 Est. Cost $51.26 Unrealized
WMT WALMART INC 0.0%
Value ($000) $438 Shares 4,925 Est. Cost $20.03 Unrealized +41.5%
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $436 Shares 15,827 Est. Cost $27.55 Unrealized
WISDOMTREE MIDCAP DVD FD F 0.0%
Value ($000) $434 Shares 12,720 Est. Cost $56.58 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $428 Shares 2,730 Est. Cost $100.87 Unrealized +35.7%
EEM ISHARES MSCI EMERGING MKT ETF 0.0%
Value ($000) $418 Shares 8,655 Est. Cost $47.14 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $412 Shares 3,632 Est. Cost $54.55 Unrealized +80.8%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $404 Shares 8,004 Est. Cost $50.47 Unrealized
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $401 Shares 10,000 Est. Cost $13.94 Unrealized +112.6%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $396 Shares 5,795 Est. Cost $40.57 Unrealized +45.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $388 Shares 1,149 Est. Cost $126.14 Unrealized +118.4%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $380 Shares 7,442 Est. Cost $51.06 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $376 Shares 28,598 Est. Cost $37.13 Unrealized -58.0%
IWS ISHARES RUSSELL MIDCAP VALUE ETF 0.0%
Value ($000) $376 Shares 4,352 Est. Cost $88.98 Unrealized
FACEBOOK INC A 0.0%
Value ($000) $371 Shares 2,322 Est. Cost $113.25 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $365 Shares 2,401 Est. Cost $152.44 Unrealized
SWK STANLEY BLACK & DECKER INC. 0.0%
Value ($000) $358 Shares 2,334 Est. Cost $74.93 Unrealized +73.8%
SPDR GOLD TRUST 0.0%
Value ($000) $355 Shares 2,820 Est. Cost $118.68 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $349 Shares 5,490 Est. Cost $29.70 Unrealized +47.5%
RAYTHEON COMPANY 0.0%
Value ($000) $345 Shares 1,598 Est. Cost $100.17 Unrealized
MARATHON PETROLEUM CORP 0.0%
Value ($000) $344 Shares 4,700 Est. Cost $50.43 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $343 Shares 1,821 Est. Cost $136.98 Unrealized +23.6%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $336 Shares 2,753 Est. Cost $125.86 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $326 Shares 9,934 Est. Cost $32.94 Unrealized -4.1%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $322 Shares 1,691 Est. Cost $186.87 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $310 Shares 1,500 Est. Cost $174.11 Unrealized
BERKSHIRE HATHAWAY CL A 1/100 0.0%
Value ($000) $299 Shares 100 Est. Cost $2130.00 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $296 Shares 2,226 Est. Cost $57.00 Unrealized +87.3%
ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $294 Shares 4,357 Est. Cost $67.48 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA 0.0%
Value ($000) $290 Shares 3,739 Est. Cost $76.22 Unrealized
SCHG SCHWAB US LARGE GROWTH ETF 0.0%
Value ($000) $290 Shares 4,039 Est. Cost $53.12 Unrealized
BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $289 Shares 5,627 Est. Cost $60.81 Unrealized
ALPHABET INC CL C 0.0%
Value ($000) $286 Shares 277 Est. Cost $855.86 Unrealized
NSRGY NESTLE SA SPONSORED ADR 0.0%
Value ($000) $270 Shares 3,420 Est. Cost $77.73 Unrealized
AMZN AMAZON.COM INC 0.0%
Value ($000) $269 Shares 186 Est. Cost $47.71 Unrealized +49.9%
LLY ELI LILLY & CO 0.0%
Value ($000) $263 Shares 3,405 Est. Cost $51.59 Unrealized +39.0%
EXC EXELON CORPORATION 0.0%
Value ($000) $263 Shares 6,747 Est. Cost $14.29 Unrealized +43.6%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $260 Shares 3,376 Est. Cost $77.01 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $255 Shares 4,404 Est. Cost $45.77 Unrealized +6.4%
C CITIGROUP INC 0.0%
Value ($000) $249 Shares 3,684 Est. Cost $32.94 Unrealized +75.0%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $242 Shares 2,169 Est. Cost $95.90 Unrealized
IVE ISHARES S&P500 VALUE INDEX ETF 0.0%
Value ($000) $234 Shares 2,138 Est. Cost $105.37 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $226 Shares 4,227 Est. Cost $29.51 Unrealized +32.9%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $220 Shares 4,209 Est. Cost $42.12 Unrealized +14.3%
CHARTER COMMUNICATIONS (NEW) 0.0%
Value ($000) $214 Shares 689 Est. Cost $269.99 Unrealized
SCANA CORP 0.0%
Value ($000) $209 Shares 5,566 Est. Cost $51.41 Unrealized
LEGG MASON INC 0.0%
Value ($000) $203 Shares 5,000 Est. Cost $42.00 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $202 Shares 2,040 Est. Cost $67.07 Unrealized +27.7%
VALHI INC 0.0%
Value ($000) $69 Shares 11,421 Est. Cost $16.02 Unrealized
TITAN MEDICAL INC 0.0%
Value ($000) $4 Shares 20,000 Est. Cost $0.53 Unrealized
ANTS SOFTWARE INC 0.0%
Value ($000) $0 Shares 46,666 Est. Cost Unrealized