WELCH & FORBES LLC Diversified Active

CIK: 0000105495 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 13, 2017

Total Value ($000): $3,799,118 (100.0% shares, 0.0% debt)

Holdings (332)

AAPL APPLE INC 2.4%
Value ($000) $92,108 Shares 597,639 Est. Cost $26.09 Unrealized +38.6%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $92,049 Shares 708,007 Est. Cost $59.85 Unrealized +75.4%
UNITED TECHNOLOGIES CORP 2.3%
Value ($000) $89,204 Shares 768,465 Est. Cost $92.94 Unrealized
V VISA INC 2.3%
Value ($000) $88,202 Shares 838,104 Est. Cost $59.76 Unrealized +60.2%
PG PROCTER AND GAMBLE CO 2.2%
Value ($000) $84,507 Shares 928,853 Est. Cost $55.00 Unrealized +32.8%
KMX CARMAX INC 2.2%
Value ($000) $81,969 Shares 1,081,243 Est. Cost $45.87 Unrealized +45.3%
SYK STRYKER CORP 2.1%
Value ($000) $79,986 Shares 563,204 Est. Cost $57.24 Unrealized +128.5%
HD HOME DEPOT INC 2.0%
Value ($000) $77,448 Shares 473,515 Est. Cost $61.54 Unrealized +103.4%
XOM EXXON MOBIL CORP 1.9%
Value ($000) $71,749 Shares 875,199 Est. Cost $53.69 Unrealized +1.2%
MSFT MICROSOFT CORP 1.8%
Value ($000) $70,253 Shares 943,122 Est. Cost $26.81 Unrealized +148.7%
PEP PEPSICO INC 1.8%
Value ($000) $68,400 Shares 613,827 Est. Cost $56.00 Unrealized +59.7%
DHR DANAHER CORP DEL 1.7%
Value ($000) $64,639 Shares 753,542 Est. Cost $27.02 Unrealized +163.1%
ANSYS INC 1.6%
Value ($000) $60,477 Shares 492,760 Est. Cost $92.49 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW 1.5%
Value ($000) $58,088 Shares 269,711 Est. Cost $7.19 Unrealized +83.5%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $56,862 Shares 595,358 Est. Cost $40.98 Unrealized +79.7%
GOOG ALPHABET INC 1.5%
Value ($000) $56,836 Shares 59,259 Est. Cost $39.07 Unrealized +18.3%
FISV FISERV INC 1.5%
Value ($000) $55,604 Shares 431,173 Est. Cost $29.83 Unrealized +108.2%
MCD MCDONALDS CORP 1.4%
Value ($000) $53,189 Shares 339,472 Est. Cost $72.20 Unrealized +78.2%
WFC WELLS FARGO CO NEW 1.3%
Value ($000) $51,175 Shares 927,912 Est. Cost $28.87 Unrealized +46.0%
MMM 3M CO 1.3%
Value ($000) $50,765 Shares 241,853 Est. Cost $61.26 Unrealized +112.0%
ECL ECOLAB INC 1.3%
Value ($000) $50,680 Shares 394,064 Est. Cost $76.70 Unrealized +56.6%
NVDA NVIDIA CORP 1.3%
Value ($000) $49,775 Shares 278,424 Est. Cost $0.65 Unrealized +528.0%
MTD METTLER TOLEDO INTERNATIONAL 1.2%
Value ($000) $44,539 Shares 71,131 Est. Cost $228.37 Unrealized +162.9%
SLB SCHLUMBERGER LTD 1.2%
Value ($000) $44,328 Shares 635,449 Est. Cost $55.15 Unrealized -5.9%
ABBV ABBVIE INC 1.1%
Value ($000) $43,005 Shares 483,973 Est. Cost $41.79 Unrealized +28.4%
IRM IRON MTN INC NEW 1.1%
Value ($000) $42,406 Shares 1,090,132 Est. Cost $20.80 Unrealized +12.6%
GENERAL ELECTRIC CO 1.1%
Value ($000) $42,203 Shares 1,745,416 Est. Cost $23.28 Unrealized
EMLP FIRST TR EXCHANGE TRADED FD 1.1%
Value ($000) $41,873 Shares 1,688,378 Est. Cost $23.72 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 1.1%
Value ($000) $41,090 Shares 125,917 Est. Cost $263.91 Unrealized
PAYX PAYCHEX INC 1.1%
Value ($000) $40,675 Shares 678,363 Est. Cost $25.02 Unrealized +78.2%
RAYTHEON CO 1.0%
Value ($000) $39,206 Shares 210,125 Est. Cost $85.63 Unrealized
CB CHUBB LIMITED 1.0%
Value ($000) $38,832 Shares 272,408 Est. Cost $124.84 Unrealized 0.0%
CELGENE CORP 1.0%
Value ($000) $38,585 Shares 264,599 Est. Cost $112.93 Unrealized
CVS CVS HEALTH CORP 1.0%
Value ($000) $38,503 Shares 473,473 Est. Cost $49.11 Unrealized +23.8%
META FACEBOOK INC 1.0%
Value ($000) $36,275 Shares 212,300 Est. Cost $102.87 Unrealized +61.1%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $36,029 Shares 306,625 Est. Cost $71.57 Unrealized +6.5%
INTC INTEL CORP 0.9%
Value ($000) $35,741 Shares 938,562 Est. Cost $17.97 Unrealized +64.6%
ROP ROPER TECHNOLOGIES INC 0.9%
Value ($000) $35,562 Shares 146,104 Est. Cost $154.92 Unrealized +44.3%
PFE PFIZER INC 0.9%
Value ($000) $35,469 Shares 993,516 Est. Cost $16.46 Unrealized +35.2%
MRK MERCK & CO INC 0.9%
Value ($000) $34,316 Shares 535,933 Est. Cost $30.22 Unrealized +54.5%
ABT ABBOTT LABS 0.9%
Value ($000) $33,400 Shares 625,928 Est. Cost $33.71 Unrealized +28.6%
PRAXAIR INC 0.9%
Value ($000) $32,583 Shares 233,167 Est. Cost $115.62 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.8%
Value ($000) $30,526 Shares 279,231 Est. Cost $76.76 Unrealized +16.7%
IDXX IDEXX LABS INC 0.8%
Value ($000) $30,009 Shares 192,996 Est. Cost $58.48 Unrealized +170.3%
AFL AFLAC INC 0.8%
Value ($000) $29,105 Shares 357,588 Est. Cost $28.46 Unrealized +16.4%
CMCSA COMCAST CORP NEW 0.8%
Value ($000) $28,946 Shares 752,226 Est. Cost $27.02 Unrealized +18.5%
GOOGL ALPHABET INC 0.8%
Value ($000) $28,717 Shares 29,493 Est. Cost $39.68 Unrealized +18.6%
STT STATE STR CORP 0.7%
Value ($000) $28,454 Shares 297,821 Est. Cost $45.31 Unrealized +59.3%
CGNX COGNEX CORP 0.7%
Value ($000) $28,071 Shares 254,547 Est. Cost $11.30 Unrealized +318.8%
AMP AMERIPRISE FINL INC 0.7%
Value ($000) $28,058 Shares 188,926 Est. Cost $91.96 Unrealized +29.0%
VRTX VERTEX PHARMACEUTICALS INC 0.7%
Value ($000) $27,469 Shares 180,674 Est. Cost $73.88 Unrealized +103.7%
GLAXOSMITHKLINE PLC 0.7%
Value ($000) $26,674 Shares 656,997 Est. Cost $47.55 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.7%
Value ($000) $26,218 Shares 219,762 Est. Cost $105.44 Unrealized
PRICELINE GRP INC 0.6%
Value ($000) $24,586 Shares 13,429 Est. Cost $1301.84 Unrealized
TJX TJX COS INC NEW 0.6%
Value ($000) $23,877 Shares 323,851 Est. Cost $24.05 Unrealized +31.8%
COF CAPITAL ONE FINL CORP 0.6%
Value ($000) $23,687 Shares 279,789 Est. Cost $62.05 Unrealized +15.0%
FTV FORTIVE CORP 0.6%
Value ($000) $22,088 Shares 312,030 Est. Cost $31.24 Unrealized +28.7%
HOSPITALITY PPTYS TR 0.6%
Value ($000) $21,974 Shares 771,327 Est. Cost $26.41 Unrealized
KAYNE ANDERSON MLP INVT CO 0.6%
Value ($000) $21,773 Shares 1,198,256 Est. Cost $37.85 Unrealized
MIDD MIDDLEBY CORP 0.6%
Value ($000) $21,670 Shares 169,072 Est. Cost $114.07 Unrealized +8.1%
IGSB ISHARES TR 0.6%
Value ($000) $21,407 Shares 203,189 Est. Cost $105.08 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $21,388 Shares 475,161 Est. Cost $27.85 Unrealized +25.4%
SWK STANLEY BLACK & DECKER INC 0.6%
Value ($000) $21,243 Shares 140,711 Est. Cost $87.57 Unrealized +30.7%
LQD ISHARES TR 0.6%
Value ($000) $21,165 Shares 174,590 Est. Cost $113.82 Unrealized
TD TORONTO DOMINION BK ONT 0.6%
Value ($000) $21,142 Shares 375,731 Est. Cost $42.96 Unrealized +22.2%
EXPD EXPEDITORS INTL WASH INC 0.6%
Value ($000) $20,947 Shares 349,924 Est. Cost $31.69 Unrealized +63.1%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $20,922 Shares 422,761 Est. Cost $27.24 Unrealized +11.0%
RMD RESMED INC 0.5%
Value ($000) $20,831 Shares 270,671 Est. Cost $40.80 Unrealized +72.3%
USB US BANCORP DEL 0.5%
Value ($000) $19,470 Shares 363,325 Est. Cost $23.90 Unrealized +58.0%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $19,378 Shares 117,943 Est. Cost $90.41 Unrealized +55.0%
DOV DOVER CORP 0.5%
Value ($000) $19,287 Shares 211,043 Est. Cost $40.17 Unrealized +51.4%
CHD CHURCH & DWIGHT INC 0.5%
Value ($000) $18,417 Shares 380,129 Est. Cost $37.79 Unrealized +20.8%
T AT&T INC 0.5%
Value ($000) $18,357 Shares 468,647 Est. Cost $15.46 Unrealized +1.0%
BAC BANK AMER CORP 0.5%
Value ($000) $18,286 Shares 721,657 Est. Cost $16.17 Unrealized +23.4%
OMC OMNICOM GROUP INC 0.5%
Value ($000) $17,691 Shares 238,845 Est. Cost $51.15 Unrealized +11.6%
PFF ISHARES TR 0.4%
Value ($000) $16,706 Shares 430,444 Est. Cost $38.82 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $16,551 Shares 114,085 Est. Cost $118.94 Unrealized -18.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $16,297 Shares 88,896 Est. Cost $111.35 Unrealized +58.7%
STERICYCLE INC 0.4%
Value ($000) $16,252 Shares 226,932 Est. Cost $110.43 Unrealized
FTSL FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $15,135 Shares 314,060 Est. Cost $48.38 Unrealized
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $14,968 Shares 76,389 Est. Cost $78.97 Unrealized +116.6%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $14,922 Shares 234,101 Est. Cost $33.95 Unrealized +27.0%
CSCO CISCO SYS INC 0.4%
Value ($000) $13,876 Shares 412,611 Est. Cost $18.51 Unrealized +33.5%
CHKP CHECK POINT SOFTWARE TECH LT 0.4%
Value ($000) $13,309 Shares 116,717 Est. Cost $109.91 Unrealized 0.0%
BEN FRANKLIN RES INC 0.3%
Value ($000) $13,284 Shares 298,435 Est. Cost $26.11 Unrealized +6.7%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $12,995 Shares 160,388 Est. Cost $39.92 Unrealized +40.2%
CMI CUMMINS INC 0.3%
Value ($000) $12,807 Shares 76,218 Est. Cost $106.43 Unrealized +22.1%
SU SUNCOR ENERGY INC NEW 0.3%
Value ($000) $12,681 Shares 361,976 Est. Cost $20.12 Unrealized +16.1%
MZTI LANCASTER COLONY CORP 0.3%
Value ($000) $12,633 Shares 105,176 Est. Cost $79.95 Unrealized +50.9%
LLY LILLY ELI & CO 0.3%
Value ($000) $12,389 Shares 144,845 Est. Cost $42.13 Unrealized +71.2%
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $12,132 Shares 110,982 Est. Cost $18.66 Unrealized +104.4%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $11,717 Shares 401,670 Est. Cost $13.03 Unrealized +112.0%
VEA VANGUARD TAX MANAGED INTL FD 0.3%
Value ($000) $11,588 Shares 266,935 Est. Cost $38.81 Unrealized
HAIN HAIN CELESTIAL GROUP INC 0.3%
Value ($000) $11,528 Shares 280,165 Est. Cost $37.88 Unrealized +9.1%
EMR EMERSON ELEC CO 0.3%
Value ($000) $10,748 Shares 171,030 Est. Cost $40.21 Unrealized +22.4%
SYY SYSCO CORP 0.3%
Value ($000) $10,695 Shares 198,247 Est. Cost $25.11 Unrealized +66.6%
QCOM QUALCOMM INC 0.3%
Value ($000) $10,077 Shares 194,399 Est. Cost $45.19 Unrealized -6.4%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $9,579 Shares 79,766 Est. Cost $55.99 Unrealized +48.0%
WMT WAL-MART STORES INC 0.2%
Value ($000) $9,462 Shares 121,096 Est. Cost $20.38 Unrealized +12.4%
NVS NOVARTIS A G 0.2%
Value ($000) $9,396 Shares 109,440 Est. Cost $74.88 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $9,285 Shares 119,395 Est. Cost $63.21 Unrealized +5.9%
BIV VANGUARD BD INDEX FD INC 0.2%
Value ($000) $9,252 Shares 109,274 Est. Cost $83.49 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $9,184 Shares 36,557 Est. Cost $187.55 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.2%
Value ($000) $8,963 Shares 24,663 Est. Cost $215.58 Unrealized +72.7%
TIME WARNER INC 0.2%
Value ($000) $8,425 Shares 82,236 Est. Cost $79.26 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $8,198 Shares 97,692 Est. Cost $42.93 Unrealized +41.6%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $7,996 Shares 52,871 Est. Cost $111.65 Unrealized +6.7%
SBUX STARBUCKS CORP 0.2%
Value ($000) $7,877 Shares 146,660 Est. Cost $37.64 Unrealized +22.8%
AMGN AMGEN INC 0.2%
Value ($000) $7,702 Shares 41,311 Est. Cost $114.56 Unrealized +20.0%
LECO LINCOLN ELEC HLDGS INC 0.2%
Value ($000) $7,689 Shares 83,866 Est. Cost $59.31 Unrealized +50.6%
ORCL ORACLE CORP 0.2%
Value ($000) $7,661 Shares 158,455 Est. Cost $28.82 Unrealized +52.5%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $7,626 Shares 98,758 Est. Cost $76.75 Unrealized
POWERSHARES ETF TRUST II 0.2%
Value ($000) $7,451 Shares 321,747 Est. Cost $24.78 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $7,201 Shares 98,843 Est. Cost $46.84 Unrealized +26.4%
DOWDUPONT INC 0.2%
Value ($000) $7,054 Shares 101,893 Est. Cost $69.23 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $6,908 Shares 70,074 Est. Cost $61.04 Unrealized +58.8%
CTAS CINTAS CORP 0.2%
Value ($000) $6,896 Shares 47,797 Est. Cost $12.12 Unrealized +151.7%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $6,845 Shares 157,116 Est. Cost $40.02 Unrealized
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $6,703 Shares 53,748 Est. Cost $61.55 Unrealized +56.0%
JCI JOHNSON CTLS INTL PLC 0.2%
Value ($000) $6,313 Shares 156,681 Est. Cost $33.39 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $6,285 Shares 53,401 Est. Cost $65.08 Unrealized +39.8%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $5,906 Shares 16,496 Est. Cost $53.48 Unrealized +99.1%
GIS GENERAL MLS INC 0.2%
Value ($000) $5,741 Shares 110,908 Est. Cost $32.25 Unrealized +26.2%
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $5,737 Shares 108,851 Est. Cost $44.30 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $5,703 Shares 63,046 Est. Cost $64.67 Unrealized +18.5%
TIFFANY & CO NEW 0.1%
Value ($000) $5,382 Shares 58,638 Est. Cost $81.39 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $5,329 Shares 106,460 Est. Cost $42.00 Unrealized -18.0%
BP BP PLC 0.1%
Value ($000) $5,329 Shares 138,674 Est. Cost $37.24 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $5,284 Shares 54,618 Est. Cost $61.01 Unrealized +10.6%
CF CF INDS HLDGS INC 0.1%
Value ($000) $5,252 Shares 149,381 Est. Cost $36.58 Unrealized -31.9%
MET METLIFE INC 0.1%
Value ($000) $5,065 Shares 97,520 Est. Cost $26.23 Unrealized +39.6%
HEDJ WISDOMTREE TR 0.1%
Value ($000) $4,976 Shares 76,910 Est. Cost $62.06 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value ($000) $4,909 Shares 41,921 Est. Cost $67.88 Unrealized +58.8%
IWM ISHARES TR 0.1%
Value ($000) $4,660 Shares 31,447 Est. Cost $106.04 Unrealized
DXJ WISDOMTREE TR 0.1%
Value ($000) $4,411 Shares 80,643 Est. Cost $48.44 Unrealized
XMUIX BLACKROCK MUNI INTER DR FD I 0.1%
Value ($000) $4,357 Shares 307,495 Est. Cost $14.72 Unrealized
NWL NEWELL BRANDS INC 0.1%
Value ($000) $4,057 Shares 95,062 Est. Cost $17.43 Unrealized +91.9%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $3,986 Shares 62,990 Est. Cost $10.40 Unrealized -4.2%
CVGW CALAVO GROWERS INC 0.1%
Value ($000) $3,967 Shares 54,180 Est. Cost $59.43 Unrealized +1.7%
ANADARKO PETE CORP 0.1%
Value ($000) $3,909 Shares 80,004 Est. Cost $67.94 Unrealized
XRAY DENTSPLY SIRONA INC 0.1%
Value ($000) $3,706 Shares 61,984 Est. Cost $58.93 Unrealized +0.9%
UNP UNION PAC CORP 0.1%
Value ($000) $3,325 Shares 28,672 Est. Cost $66.90 Unrealized +33.2%
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $3,129 Shares 39,196 Est. Cost $79.89 Unrealized
BA BOEING CO 0.1%
Value ($000) $3,071 Shares 12,079 Est. Cost $88.12 Unrealized +150.2%
CIGNA CORPORATION 0.1%
Value ($000) $2,960 Shares 15,836 Est. Cost $72.49 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $2,861 Shares 9,943 Est. Cost $75.55 Unrealized +211.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $2,813 Shares 31,381 Est. Cost $27.60 Unrealized +136.2%
MAS MASCO CORP 0.1%
Value ($000) $2,811 Shares 72,052 Est. Cost $15.11 Unrealized +119.2%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $2,803 Shares 32,529 Est. Cost $60.78 Unrealized +13.4%
ICLR ICON PLC 0.1%
Value ($000) $2,772 Shares 24,345 Est. Cost $77.66 Unrealized +36.8%
MORN MORNINGSTAR INC 0.1%
Value ($000) $2,719 Shares 31,990 Est. Cost $69.32 Unrealized +17.6%
EEM ISHARES TR 0.1%
Value ($000) $2,690 Shares 60,026 Est. Cost $38.58 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $2,632 Shares 23,706 Est. Cost $50.47 Unrealized +49.1%
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $2,605 Shares 53,797 Est. Cost $17.13 Unrealized +110.9%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $2,592 Shares 17,516 Est. Cost $52.89 Unrealized +119.4%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $2,565 Shares 61,700 Est. Cost $27.74 Unrealized +15.5%
MCO MOODYS CORP 0.1%
Value ($000) $2,453 Shares 17,624 Est. Cost $53.10 Unrealized +129.6%
ISHARES GOLD TRUST 0.1%
Value ($000) $2,430 Shares 197,366 Est. Cost $11.87 Unrealized
NATIONAL OILWELL VARCO INC 0.1%
Value ($000) $2,404 Shares 67,250 Est. Cost $39.55 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $2,400 Shares 7,666 Est. Cost $313.60 Unrealized -5.6%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $2,383 Shares 16,254 Est. Cost $16.04 Unrealized +85.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $2,298 Shares 12,148 Est. Cost $104.02 Unrealized +70.2%
IWO ISHARES TR 0.1%
Value ($000) $2,242 Shares 12,530 Est. Cost $143.60 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $2,240 Shares 32,714 Est. Cost $59.93 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $2,221 Shares 12,860 Est. Cost $106.59 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $2,207 Shares 23,570 Est. Cost $73.12 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $2,187 Shares 32,691 Est. Cost $54.32 Unrealized +1.3%
AMZN AMAZON COM INC 0.1%
Value ($000) $2,173 Shares 2,261 Est. Cost $39.31 Unrealized +25.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $2,033 Shares 32,060 Est. Cost $34.36 Unrealized +5.1%
VARIAN MED SYS INC 0.1%
Value ($000) $1,938 Shares 19,372 Est. Cost $68.56 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $1,892 Shares 8,200 Est. Cost $211.54 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,864 Shares 31,965 Est. Cost $54.83 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $1,747 Shares 21,850 Est. Cost $34.10 Unrealized +92.5%
IJH ISHARES TR 0.0%
Value ($000) $1,635 Shares 9,139 Est. Cost $166.25 Unrealized
SUNTRUST BKS INC 0.0%
Value ($000) $1,603 Shares 26,812 Est. Cost $34.31 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1,492 Shares 17,800 Est. Cost $33.91 Unrealized +104.0%
USMV ISHARES TR 0.0%
Value ($000) $1,474 Shares 29,265 Est. Cost $48.93 Unrealized
ADBE ADOBE SYS INC 0.0%
Value ($000) $1,461 Shares 9,794 Est. Cost $107.18 Unrealized +39.2%
DUN & BRADSTREET CORP DEL NE 0.0%
Value ($000) $1,434 Shares 12,321 Est. Cost $99.33 Unrealized
BROADCOM LTD 0.0%
Value ($000) $1,388 Shares 5,721 Est. Cost $242.61 Unrealized
VNO VORNADO RLTY TR 0.0%
Value ($000) $1,378 Shares 17,930 Est. Cost $82.82 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1,354 Shares 10,047 Est. Cost $58.45 Unrealized +65.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $1,268 Shares 4,085 Est. Cost $166.62 Unrealized +43.2%
HON HONEYWELL INTL INC 0.0%
Value ($000) $1,229 Shares 8,671 Est. Cost $64.38 Unrealized +62.1%
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $1,217 Shares 17,583 Est. Cost $58.38 Unrealized +10.1%
PSX PHILLIPS 66 0.0%
Value ($000) $1,200 Shares 13,099 Est. Cost $43.41 Unrealized +41.1%
OEF ISHARES TR 0.0%
Value ($000) $1,187 Shares 10,674 Est. Cost $74.82 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $1,184 Shares 9,994 Est. Cost $115.01 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $1,181 Shares 19,499 Est. Cost $64.06 Unrealized
POWERSHARES QQQ TRUST 0.0%
Value ($000) $1,155 Shares 7,945 Est. Cost $85.34 Unrealized
BNS BANK N S HALIFAX 0.0%
Value ($000) $1,147 Shares 17,870 Est. Cost $34.36 Unrealized +17.3%
APACHE CORP 0.0%
Value ($000) $1,077 Shares 23,530 Est. Cost $63.45 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $1,044 Shares 16,626 Est. Cost $33.96 Unrealized +43.7%
MPC MARATHON PETE CORP 0.0%
Value ($000) $1,040 Shares 18,537 Est. Cost $32.12 Unrealized +28.7%
WAT WATERS CORP 0.0%
Value ($000) $1,028 Shares 5,730 Est. Cost $103.66 Unrealized +74.9%
BEMIS INC 0.0%
Value ($000) $974 Shares 21,379 Est. Cost $39.43 Unrealized
DE DEERE & CO 0.0%
Value ($000) $964 Shares 7,678 Est. Cost $71.91 Unrealized +51.0%
BARRICK GOLD CORP 0.0%
Value ($000) $936 Shares 58,173 Est. Cost $15.89 Unrealized
IT GARTNER INC 0.0%
Value ($000) $898 Shares 7,222 Est. Cost $59.25 Unrealized +108.6%
AETNA INC NEW 0.0%
Value ($000) $898 Shares 5,650 Est. Cost $124.14 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $881 Shares 21,691 Est. Cost $25.51 Unrealized +36.0%
IWB ISHARES TR 0.0%
Value ($000) $867 Shares 6,200 Est. Cost $90.98 Unrealized
EATON VANCE CORP 0.0%
Value ($000) $866 Shares 17,538 Est. Cost $37.45 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $866 Shares 19,000 Est. Cost $8.81 Unrealized -1.5%
IVV ISHARES TR 0.0%
Value ($000) $859 Shares 3,395 Est. Cost $218.40 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $858 Shares 9,333 Est. Cost $57.46 Unrealized +30.8%
SO SOUTHERN CO 0.0%
Value ($000) $827 Shares 16,824 Est. Cost $30.24 Unrealized +13.4%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $783 Shares 9,680 Est. Cost $61.60 Unrealized +12.1%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $776 Shares 12,118 Est. Cost $37.03 Unrealized +61.4%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $750 Shares 4,800 Est. Cost $96.34 Unrealized +46.5%
IWR ISHARES TR 0.0%
Value ($000) $734 Shares 3,725 Est. Cost $147.02 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $728 Shares 15,559 Est. Cost $30.86 Unrealized +24.4%
AMG AFFILIATED MANAGERS GROUP 0.0%
Value ($000) $716 Shares 3,774 Est. Cost $140.58 Unrealized +22.9%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $661 Shares 25,354 Est. Cost $49.93 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $661 Shares 6,025 Est. Cost $107.61 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $639 Shares 6,946 Est. Cost $40.71 Unrealized +74.5%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $635 Shares 7,664 Est. Cost $48.25 Unrealized +43.8%
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $633 Shares 28,979 Est. Cost $34.67 Unrealized
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $626 Shares 730 Est. Cost $859.82 Unrealized 0.0%
HUBB HUBBELL INC 0.0%
Value ($000) $615 Shares 5,298 Est. Cost $79.33 Unrealized +21.5%
XYL XYLEM INC 0.0%
Value ($000) $607 Shares 9,692 Est. Cost $33.07 Unrealized +63.5%
HANESBRANDS INC 0.0%
Value ($000) $603 Shares 24,450 Est. Cost $43.89 Unrealized
CPRT COPART INC 0.0%
Value ($000) $600 Shares 17,450 Est. Cost $5.95 Unrealized +34.6%
WY WEYERHAEUSER CO 0.0%
Value ($000) $597 Shares 17,557 Est. Cost $18.20 Unrealized +30.0%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $592 Shares 8,060 Est. Cost $27.95 Unrealized +78.7%
WLY WILEY JOHN & SONS INC 0.0%
Value ($000) $585 Shares 10,932 Est. Cost $29.35 Unrealized +40.2%
VERSUM MATLS INC 0.0%
Value ($000) $567 Shares 14,605 Est. Cost $28.07 Unrealized
COLFAX CORP 0.0%
Value ($000) $567 Shares 13,604 Est. Cost $54.53 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $563 Shares 12,225 Est. Cost $32.26 Unrealized +9.8%
IWF ISHARES TR 0.0%
Value ($000) $560 Shares 4,475 Est. Cost $90.48 Unrealized
AQUA AMERICA INC 0.0%
Value ($000) $557 Shares 16,789 Est. Cost $30.02 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $540 Shares 6,681 Est. Cost $46.17 Unrealized +44.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $537 Shares 6,929 Est. Cost $50.54 Unrealized +11.6%
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $536 Shares 8,467 Est. Cost $67.82 Unrealized
FXI ISHARES TR 0.0%
Value ($000) $535 Shares 12,140 Est. Cost $32.52 Unrealized
CSX CSX CORP 0.0%
Value ($000) $531 Shares 9,770 Est. Cost $7.40 Unrealized +106.9%
FRCB FIRST REP BK SAN FRANCISCO C 0.0%
Value ($000) $517 Shares 4,951 Est. Cost $78.18 Unrealized +22.3%
MTUM ISHARES TR 0.0%
Value ($000) $517 Shares 5,400 Est. Cost $88.89 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $511 Shares 2,485 Est. Cost $118.17 Unrealized +40.8%
INVIVO THERAPEUTICS HLDGS CO 0.0%
Value ($000) $504 Shares 347,659 Est. Cost $14.04 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $502 Shares 2,564 Est. Cost $120.83 Unrealized +39.8%
UNILEVER N V 0.0%
Value ($000) $502 Shares 8,500 Est. Cost $39.31 Unrealized
NORDSTROM INC 0.0%
Value ($000) $500 Shares 10,600 Est. Cost $59.82 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $495 Shares 3,505 Est. Cost $100.58 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $495 Shares 7,853 Est. Cost $41.02 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $486 Shares 4,725 Est. Cost $68.47 Unrealized +36.8%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $475 Shares 3,473 Est. Cost $86.33 Unrealized +30.1%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $473 Shares 10,100 Est. Cost $45.15 Unrealized
KELLOGG CO 0.0%
Value ($000) $467 Shares 7,493 Est. Cost $41.10 Unrealized +13.1%
DEEP ETF SER SOLUTIONS 0.0%
Value ($000) $467 Shares 15,809 Est. Cost $26.88 Unrealized
MOO VANECK VECTORS ETF TR 0.0%
Value ($000) $466 Shares 7,900 Est. Cost $48.02 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $456 Shares 7,262 Est. Cost $30.72 Unrealized +74.2%
HSY HERSHEY CO 0.0%
Value ($000) $448 Shares 4,100 Est. Cost $70.50 Unrealized +23.7%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $446 Shares 3,298 Est. Cost $96.64 Unrealized +18.7%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $445 Shares 425 Est. Cost $56.16 Unrealized +94.0%
NORTHWEST NAT GAS CO 0.0%
Value ($000) $442 Shares 6,856 Est. Cost $42.49 Unrealized
BLACKROCK INC 0.0%
Value ($000) $441 Shares 985 Est. Cost $343.72 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $440 Shares 7,466 Est. Cost $43.05 Unrealized +2.5%
PPG PPG INDS INC 0.0%
Value ($000) $435 Shares 4,000 Est. Cost $77.00 Unrealized +18.3%
IJR ISHARES TR 0.0%
Value ($000) $412 Shares 5,550 Est. Cost $90.75 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $409 Shares 6,371 Est. Cost $42.39 Unrealized +38.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $408 Shares 6,756 Est. Cost $36.21 Unrealized +27.1%
INGR INGREDION INC 0.0%
Value ($000) $407 Shares 3,375 Est. Cost $99.65 Unrealized +22.3%
NOBLE ENERGY INC 0.0%
Value ($000) $406 Shares 14,300 Est. Cost $53.57 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $403 Shares 6,243 Est. Cost $50.67 Unrealized +4.5%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $394 Shares 5,035 Est. Cost $32.61 Unrealized +101.3%
D DOMINION ENERGY INC 0.0%
Value ($000) $378 Shares 4,916 Est. Cost $35.91 Unrealized +49.4%
MTS SYS CORP 0.0%
Value ($000) $369 Shares 6,900 Est. Cost $56.66 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $367 Shares 5,250 Est. Cost $47.87 Unrealized +30.3%
NORTHEAST BANCORP 0.0%
Value ($000) $366 Shares 14,000 Est. Cost $9.64 Unrealized
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $366 Shares 4,765 Est. Cost $34.76 Unrealized +42.2%
MAN MANPOWERGROUP INC 0.0%
Value ($000) $356 Shares 3,025 Est. Cost $68.93 Unrealized +62.4%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $344 Shares 6,599 Est. Cost $27.81 Unrealized +48.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $342 Shares 1,713 Est. Cost $140.73 Unrealized +23.4%
SPDR SERIES TRUST 0.0%
Value ($000) $338 Shares 2,600 Est. Cost $105.96 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $329 Shares 4,334 Est. Cost $52.32 Unrealized +40.0%
MTB M & T BK CORP 0.0%
Value ($000) $329 Shares 2,045 Est. Cost $72.91 Unrealized +67.9%
NKE NIKE INC 0.0%
Value ($000) $327 Shares 6,300 Est. Cost $51.62 Unrealized -2.4%
SLF SUN LIFE FINL INC 0.0%
Value ($000) $326 Shares 8,177 Est. Cost $28.59 Unrealized +33.5%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $325 Shares 3,874 Est. Cost $58.13 Unrealized +21.5%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $321 Shares 6,048 Est. Cost $35.78 Unrealized +16.9%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $320 Shares 5,927 Est. Cost $54.50 Unrealized
CENTRAL FD CDA LTD 0.0%
Value ($000) $318 Shares 25,100 Est. Cost $13.54 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $318 Shares 6,250 Est. Cost $50.86 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $314 Shares 2,225 Est. Cost $113.06 Unrealized +11.8%
CLAYMORE EXCHANGE TRD FD TR 0.0%
Value ($000) $314 Shares 14,500 Est. Cost $21.66 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $314 Shares 3,000 Est. Cost $66.09 Unrealized +41.1%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $313 Shares 10,997 Est. Cost $35.77 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $310 Shares 6,712 Est. Cost $28.58 Unrealized +19.1%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $305 Shares 2,489 Est. Cost $88.26 Unrealized +17.8%
TTC TORO CO 0.0%
Value ($000) $299 Shares 4,819 Est. Cost $55.53 Unrealized +20.7%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $296 Shares 5,346 Est. Cost $22.87 Unrealized +97.8%
ROCKWELL COLLINS INC 0.0%
Value ($000) $294 Shares 2,250 Est. Cost $92.89 Unrealized
POWERSHARES ETF TRUST 0.0%
Value ($000) $291 Shares 10,200 Est. Cost $28.53 Unrealized
NOBLE CORP PLC 0.0%
Value ($000) $291 Shares 63,200 Est. Cost $5.92 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $287 Shares 1,991 Est. Cost $23.69 Unrealized -3.9%
HIFS HINGHAM INSTN SVGS MASS 0.0%
Value ($000) $285 Shares 1,500 Est. Cost $118.30 Unrealized +39.8%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $283 Shares 3,300 Est. Cost $62.87 Unrealized +7.2%
PTC PTC INC 0.0%
Value ($000) $281 Shares 5,000 Est. Cost $41.61 Unrealized +33.2%
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $278 Shares 6,500 Est. Cost $19.94 Unrealized +91.4%
BB&T CORP 0.0%
Value ($000) $277 Shares 5,920 Est. Cost $46.83 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $274 Shares 4,460 Est. Cost $49.88 Unrealized +0.6%
DMLP DORCHESTER MINERALS LP 0.0%
Value ($000) $271 Shares 18,000 Est. Cost $24.50 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $267 Shares 6,948 Est. Cost $27.04 Unrealized +19.7%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $253 Shares 2,290 Est. Cost $80.37 Unrealized +19.5%
IBB ISHARES TR 0.0%
Value ($000) $247 Shares 740 Est. Cost $309.46 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $247 Shares 2,642 Est. Cost $79.66 Unrealized +14.1%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $245 Shares 12,078 Est. Cost $19.87 Unrealized 0.0%
IGIB ISHARES TR 0.0%
Value ($000) $242 Shares 2,200 Est. Cost $107.86 Unrealized
TORCHMARK CORP 0.0%
Value ($000) $242 Shares 3,025 Est. Cost $61.84 Unrealized
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $241 Shares 9,000 Est. Cost $22.78 Unrealized -18.3%
ENTG ENTEGRIS INC 0.0%
Value ($000) $236 Shares 8,188 Est. Cost $24.35 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $234 Shares 2,900 Est. Cost $53.16 Unrealized +15.2%
IJK ISHARES TR 0.0%
Value ($000) $230 Shares 1,140 Est. Cost $175.44 Unrealized
MOAT VANECK VECTORS ETF TR 0.0%
Value ($000) $221 Shares 5,475 Est. Cost $37.62 Unrealized
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $219 Shares 4,200 Est. Cost $55.31 Unrealized -10.6%
KN KNOWLES CORP 0.0%
Value ($000) $215 Shares 14,056 Est. Cost $30.49 Unrealized -49.6%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $211 Shares 471 Est. Cost $374.73 Unrealized +26.3%
WELL WELLTOWER INC 0.0%
Value ($000) $211 Shares 3,000 Est. Cost $44.97 Unrealized +20.0%
WDAY WORKDAY INC 0.0%
Value ($000) $211 Shares 2,000 Est. Cost $79.99 Unrealized +29.0%
JBGS JBG SMITH PPTYS 0.0%
Value ($000) $207 Shares 6,065 Est. Cost $34.13 Unrealized
VANECK VECTORS ETF TR 0.0%
Value ($000) $207 Shares 7,950 Est. Cost $29.25 Unrealized
SCRIPPS NETWORKS INTERACT IN 0.0%
Value ($000) $204 Shares 2,375 Est. Cost $85.89 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $203 Shares 2,850 Est. Cost $76.14 Unrealized
NUVEEN VIRGINIA QLTY MUNCPL 0.0%
Value ($000) $197 Shares 15,007 Est. Cost $13.94 Unrealized
RIGNET INC 0.0%
Value ($000) $194 Shares 11,270 Est. Cost $36.16 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $180 Shares 17,264 Est. Cost $10.10 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $172 Shares 12,675 Est. Cost $34.74 Unrealized
FORM FORMFACTOR INC 0.0%
Value ($000) $169 Shares 10,000 Est. Cost $6.99 Unrealized +103.6%
EATON VANCE TAX MNGD GBL DV 0.0%
Value ($000) $108 Shares 11,500 Est. Cost $9.49 Unrealized
IBN ICICI BK LTD 0.0%
Value ($000) $104 Shares 12,100 Est. Cost $16.19 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $27 Shares 10,250 Est. Cost $1.91 Unrealized +16.8%