WELCH & FORBES LLC Diversified Active

CIK: 0000105495 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 26, 2018

Total Value ($000): $3,746,624 (100.0% shares, 0.0% debt)

Holdings (338)

AAPL APPLE INC 2.7%
Value ($000) $100,358 Shares 593,023 Est. Cost $26.09 Unrealized +49.8%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $97,576 Shares 698,363 Est. Cost $59.85 Unrealized +85.4%
UNITED TECHNOLOGIES CORP 2.6%
Value ($000) $97,224 Shares 762,113 Est. Cost $92.94 Unrealized
V VISA INC 2.5%
Value ($000) $95,077 Shares 833,873 Est. Cost $59.76 Unrealized +74.7%
HD HOME DEPOT INC 2.4%
Value ($000) $88,233 Shares 465,532 Est. Cost $61.54 Unrealized +130.2%
SYK STRYKER CORP 2.3%
Value ($000) $86,622 Shares 559,435 Est. Cost $57.24 Unrealized +143.9%
PG PROCTER AND GAMBLE CO 2.2%
Value ($000) $84,157 Shares 915,943 Est. Cost $55.00 Unrealized +32.1%
MSFT MICROSOFT CORP 2.1%
Value ($000) $79,430 Shares 928,574 Est. Cost $26.81 Unrealized +180.7%
PEP PEPSICO INC 2.0%
Value ($000) $73,365 Shares 611,777 Est. Cost $56.00 Unrealized +58.9%
ANSYS INC 1.9%
Value ($000) $71,988 Shares 487,752 Est. Cost $92.49 Unrealized
XOM EXXON MOBIL CORP 1.9%
Value ($000) $71,377 Shares 853,376 Est. Cost $53.69 Unrealized +6.4%
DHR DANAHER CORP DEL 1.8%
Value ($000) $69,210 Shares 745,635 Est. Cost $27.02 Unrealized +189.5%
KMX CARMAX INC 1.8%
Value ($000) $69,186 Shares 1,078,850 Est. Cost $45.87 Unrealized +55.5%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $63,490 Shares 593,693 Est. Cost $40.98 Unrealized +98.4%
ORLY O REILLY AUTOMOTIVE INC NEW 1.7%
Value ($000) $63,478 Shares 263,902 Est. Cost $7.19 Unrealized +107.0%
GOOG ALPHABET INC 1.7%
Value ($000) $62,185 Shares 59,427 Est. Cost $39.07 Unrealized +29.3%
MCD MCDONALDS CORP 1.5%
Value ($000) $57,447 Shares 333,756 Est. Cost $72.20 Unrealized +92.0%
WFC WELLS FARGO CO NEW 1.5%
Value ($000) $56,435 Shares 930,197 Est. Cost $28.87 Unrealized +56.2%
FISV FISERV INC 1.5%
Value ($000) $55,905 Shares 426,337 Est. Cost $29.83 Unrealized +116.4%
MMM 3M CO 1.5%
Value ($000) $55,504 Shares 235,817 Est. Cost $61.26 Unrealized +136.6%
ECL ECOLAB INC 1.4%
Value ($000) $52,584 Shares 391,890 Est. Cost $76.70 Unrealized +58.9%
NVDA NVIDIA CORP 1.4%
Value ($000) $52,049 Shares 268,987 Est. Cost $0.65 Unrealized +650.9%
PAYX PAYCHEX INC 1.2%
Value ($000) $45,204 Shares 663,975 Est. Cost $25.02 Unrealized +106.4%
MTD METTLER TOLEDO INTERNATIONAL 1.2%
Value ($000) $43,348 Shares 69,971 Est. Cost $228.37 Unrealized +180.1%
MDY SPDR S&P MIDCAP 400 ETF TR 1.2%
Value ($000) $43,175 Shares 124,999 Est. Cost $263.91 Unrealized
INTC INTEL CORP 1.1%
Value ($000) $43,037 Shares 932,350 Est. Cost $17.97 Unrealized +103.4%
EMLP FIRST TR EXCHANGE TRADED FD 1.1%
Value ($000) $42,463 Shares 1,728,928 Est. Cost $23.74 Unrealized
RAYTHEON CO 1.1%
Value ($000) $41,237 Shares 219,518 Est. Cost $90.01 Unrealized
META FACEBOOK INC 1.1%
Value ($000) $40,386 Shares 228,866 Est. Cost $108.12 Unrealized +62.3%
PRAXAIR INC 1.1%
Value ($000) $40,044 Shares 258,877 Est. Cost $119.50 Unrealized
CVX CHEVRON CORP NEW 1.0%
Value ($000) $39,271 Shares 313,687 Est. Cost $71.84 Unrealized +16.3%
IRM IRON MTN INC NEW 1.0%
Value ($000) $39,236 Shares 1,039,896 Est. Cost $20.80 Unrealized +21.2%
SLB SCHLUMBERGER LTD 1.0%
Value ($000) $38,812 Shares 575,917 Est. Cost $55.15 Unrealized -7.1%
ROP ROPER TECHNOLOGIES INC 1.0%
Value ($000) $38,350 Shares 148,067 Est. Cost $156.11 Unrealized +56.7%
PFE PFIZER INC 0.9%
Value ($000) $35,359 Shares 976,235 Est. Cost $16.46 Unrealized +44.6%
AMP AMERIPRISE FINL INC 0.9%
Value ($000) $32,472 Shares 191,606 Est. Cost $92.59 Unrealized +47.8%
ADP AUTOMATIC DATA PROCESSING IN 0.9%
Value ($000) $32,147 Shares 274,314 Est. Cost $76.76 Unrealized +25.3%
CMCSA COMCAST CORP NEW 0.9%
Value ($000) $32,104 Shares 801,597 Est. Cost $27.25 Unrealized +12.6%
GOOGL ALPHABET INC 0.8%
Value ($000) $29,991 Shares 28,470 Est. Cost $39.68 Unrealized +29.1%
IDXX IDEXX LABS INC 0.8%
Value ($000) $29,558 Shares 189,012 Est. Cost $58.48 Unrealized +169.1%
STT STATE STR CORP 0.8%
Value ($000) $29,089 Shares 298,004 Est. Cost $45.31 Unrealized +64.2%
CGNX COGNEX CORP 0.8%
Value ($000) $28,864 Shares 471,943 Est. Cost $33.46 Unrealized +77.5%
CELGENE CORP 0.8%
Value ($000) $28,686 Shares 274,876 Est. Cost $112.61 Unrealized
MRK MERCK & CO INC 0.8%
Value ($000) $28,520 Shares 506,852 Est. Cost $30.22 Unrealized +42.3%
CVS CVS HEALTH CORP 0.7%
Value ($000) $27,115 Shares 373,992 Est. Cost $49.11 Unrealized +14.5%
COF CAPITAL ONE FINL CORP 0.7%
Value ($000) $26,716 Shares 268,292 Est. Cost $62.05 Unrealized +27.8%
VRTX VERTEX PHARMACEUTICALS INC 0.7%
Value ($000) $26,713 Shares 178,253 Est. Cost $73.88 Unrealized +100.4%
BUD ANHEUSER BUSCH INBEV SA/NV 0.7%
Value ($000) $24,641 Shares 220,872 Est. Cost $105.44 Unrealized
SWK STANLEY BLACK & DECKER INC 0.7%
Value ($000) $24,444 Shares 144,049 Est. Cost $88.57 Unrealized +47.7%
TJX TJX COS INC NEW 0.7%
Value ($000) $24,402 Shares 319,143 Est. Cost $24.05 Unrealized +34.7%
PRICELINE GRP INC 0.6%
Value ($000) $23,811 Shares 13,703 Est. Cost $1310.55 Unrealized
GENERAL ELECTRIC CO 0.6%
Value ($000) $23,388 Shares 1,340,254 Est. Cost $23.28 Unrealized
HOSPITALITY PPTYS TR 0.6%
Value ($000) $23,342 Shares 781,970 Est. Cost $26.45 Unrealized
GLAXOSMITHKLINE PLC 0.6%
Value ($000) $23,341 Shares 658,045 Est. Cost $47.55 Unrealized
FTV FORTIVE CORP 0.6%
Value ($000) $23,334 Shares 322,504 Est. Cost $31.66 Unrealized +39.9%
RMD RESMED INC 0.6%
Value ($000) $22,890 Shares 270,286 Est. Cost $40.80 Unrealized +86.9%
TD TORONTO DOMINION BK ONT 0.6%
Value ($000) $22,454 Shares 383,305 Est. Cost $43.24 Unrealized +32.1%
EXPD EXPEDITORS INTL WASH INC 0.6%
Value ($000) $21,732 Shares 335,927 Est. Cost $31.69 Unrealized +75.0%
KO COCA COLA CO 0.6%
Value ($000) $21,633 Shares 471,511 Est. Cost $27.85 Unrealized +27.9%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $21,614 Shares 116,127 Est. Cost $90.41 Unrealized +70.8%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $21,584 Shares 407,778 Est. Cost $27.24 Unrealized +17.3%
BAC BANK AMER CORP 0.6%
Value ($000) $21,516 Shares 728,863 Est. Cost $16.17 Unrealized +40.8%
IGSB ISHARES TR 0.6%
Value ($000) $21,120 Shares 202,026 Est. Cost $105.08 Unrealized
DOV DOVER CORP 0.6%
Value ($000) $21,102 Shares 208,953 Est. Cost $40.17 Unrealized +69.6%
LQD ISHARES TR 0.6%
Value ($000) $21,015 Shares 172,875 Est. Cost $113.82 Unrealized
KAYNE ANDERSON MLP INVT CO 0.6%
Value ($000) $20,928 Shares 1,098,553 Est. Cost $37.85 Unrealized
USB US BANCORP DEL 0.5%
Value ($000) $19,728 Shares 368,185 Est. Cost $24.10 Unrealized +62.1%
CHD CHURCH & DWIGHT INC 0.5%
Value ($000) $19,429 Shares 387,257 Est. Cost $37.87 Unrealized +11.8%
PFF ISHARES TR 0.5%
Value ($000) $18,524 Shares 486,589 Est. Cost $38.73 Unrealized
FTSL FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $17,731 Shares 369,083 Est. Cost $48.33 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $17,476 Shares 88,169 Est. Cost $111.35 Unrealized +70.5%
OMC OMNICOM GROUP INC 0.5%
Value ($000) $17,335 Shares 238,013 Est. Cost $51.15 Unrealized +4.7%
CSCO CISCO SYS INC 0.5%
Value ($000) $16,937 Shares 442,230 Est. Cost $19.15 Unrealized +46.1%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $16,711 Shares 78,065 Est. Cost $81.26 Unrealized +128.2%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $16,471 Shares 107,357 Est. Cost $118.94 Unrealized -14.2%
MIDD MIDDLEBY CORP 0.4%
Value ($000) $15,562 Shares 115,313 Est. Cost $114.07 Unrealized +7.3%
CMI CUMMINS INC 0.4%
Value ($000) $14,987 Shares 84,843 Est. Cost $109.66 Unrealized +26.0%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $14,096 Shares 230,032 Est. Cost $33.95 Unrealized +36.8%
MZTI LANCASTER COLONY CORP 0.4%
Value ($000) $13,604 Shares 105,284 Est. Cost $79.95 Unrealized +57.8%
SU SUNCOR ENERGY INC NEW 0.4%
Value ($000) $13,249 Shares 360,814 Est. Cost $20.12 Unrealized +27.3%
VEA VANGUARD TAX MANAGED INTL FD 0.3%
Value ($000) $13,068 Shares 291,281 Est. Cost $39.31 Unrealized
BEN FRANKLIN RES INC 0.3%
Value ($000) $12,807 Shares 295,555 Est. Cost $26.11 Unrealized +6.0%
LLY LILLY ELI & CO 0.3%
Value ($000) $12,327 Shares 145,968 Est. Cost $42.13 Unrealized +78.7%
SYY SYSCO CORP 0.3%
Value ($000) $12,063 Shares 198,635 Est. Cost $25.11 Unrealized +82.5%
WMT WAL-MART STORES INC 0.3%
Value ($000) $11,980 Shares 121,316 Est. Cost $20.38 Unrealized +31.6%
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $11,938 Shares 105,917 Est. Cost $18.66 Unrealized +96.7%
EMR EMERSON ELEC CO 0.3%
Value ($000) $11,910 Shares 170,903 Est. Cost $40.21 Unrealized +32.5%
HAIN HAIN CELESTIAL GROUP INC 0.3%
Value ($000) $11,797 Shares 278,290 Est. Cost $37.88 Unrealized +4.6%
STERICYCLE INC 0.3%
Value ($000) $11,742 Shares 172,705 Est. Cost $110.43 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $11,484 Shares 179,375 Est. Cost $45.19 Unrealized +8.4%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $11,291 Shares 157,596 Est. Cost $39.92 Unrealized +40.0%
EASTERLY ACQUISITION CORP 0.3%
Value ($000) $10,040 Shares 994,036 Est. Cost $10.10 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $9,969 Shares 402,170 Est. Cost $13.03 Unrealized +111.7%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $9,924 Shares 216,178 Est. Cost $41.63 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $9,732 Shares 36,468 Est. Cost $187.55 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $9,377 Shares 78,695 Est. Cost $55.99 Unrealized +54.1%
NVS NOVARTIS A G 0.2%
Value ($000) $9,263 Shares 110,312 Est. Cost $74.88 Unrealized
BIV VANGUARD BD INDEX FD INC 0.2%
Value ($000) $8,967 Shares 106,959 Est. Cost $83.49 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $8,721 Shares 53,149 Est. Cost $111.65 Unrealized +16.7%
LECO LINCOLN ELEC HLDGS INC 0.2%
Value ($000) $8,626 Shares 94,191 Est. Cost $62.83 Unrealized +45.5%
SBUX STARBUCKS CORP 0.2%
Value ($000) $8,372 Shares 145,782 Est. Cost $37.64 Unrealized +25.9%
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $8,081 Shares 51,279 Est. Cost $61.55 Unrealized +89.0%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $8,077 Shares 96,024 Est. Cost $42.93 Unrealized +45.9%
ORCL ORACLE CORP 0.2%
Value ($000) $7,844 Shares 165,923 Est. Cost $29.48 Unrealized +47.5%
DIS DISNEY WALT CO 0.2%
Value ($000) $7,636 Shares 71,027 Est. Cost $61.53 Unrealized +58.1%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $7,567 Shares 100,288 Est. Cost $47.03 Unrealized +28.2%
CTAS CINTAS CORP 0.2%
Value ($000) $7,438 Shares 47,727 Est. Cost $12.12 Unrealized +189.1%
AMGN AMGEN INC 0.2%
Value ($000) $7,198 Shares 41,390 Est. Cost $114.56 Unrealized +20.6%
POWERSHARES ETF TRUST II 0.2%
Value ($000) $7,154 Shares 310,515 Est. Cost $24.78 Unrealized
TIFFANY & CO NEW 0.2%
Value ($000) $7,107 Shares 68,376 Est. Cost $84.60 Unrealized
DOWDUPONT INC 0.2%
Value ($000) $7,075 Shares 99,334 Est. Cost $69.23 Unrealized
CVGW CALAVO GROWERS INC 0.2%
Value ($000) $6,788 Shares 80,436 Est. Cost $60.68 Unrealized +4.2%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $6,575 Shares 66,204 Est. Cost $65.66 Unrealized +29.8%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $6,468 Shares 89,065 Est. Cost $76.75 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $6,437 Shares 53,351 Est. Cost $65.08 Unrealized +34.6%
GIS GENERAL MLS INC 0.2%
Value ($000) $6,399 Shares 107,916 Est. Cost $32.25 Unrealized +25.7%
EOG EOG RES INC 0.2%
Value ($000) $6,341 Shares 58,767 Est. Cost $62.03 Unrealized +21.6%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $6,228 Shares 15,191 Est. Cost $53.48 Unrealized +128.7%
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $5,936 Shares 108,486 Est. Cost $44.30 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $5,925 Shares 107,936 Est. Cost $41.97 Unrealized -5.5%
CF CF INDS HLDGS INC 0.2%
Value ($000) $5,825 Shares 136,948 Est. Cost $36.58 Unrealized -16.0%
BP BP PLC 0.2%
Value ($000) $5,824 Shares 138,570 Est. Cost $37.24 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $5,390 Shares 35,357 Est. Cost $111.17 Unrealized
DXJ WISDOMTREE TR 0.1%
Value ($000) $4,904 Shares 82,663 Est. Cost $48.71 Unrealized
HEDJ WISDOMTREE TR 0.1%
Value ($000) $4,739 Shares 74,380 Est. Cost $62.06 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $4,649 Shares 62,199 Est. Cost $10.40 Unrealized +8.9%
MET METLIFE INC 0.1%
Value ($000) $4,644 Shares 91,841 Est. Cost $26.23 Unrealized +52.1%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $4,438 Shares 13,212 Est. Cost $215.58 Unrealized +57.6%
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value ($000) $4,404 Shares 36,490 Est. Cost $67.88 Unrealized +55.8%
XMUIX BLACKROCK MUNI INTER DR FD I 0.1%
Value ($000) $4,280 Shares 307,495 Est. Cost $14.72 Unrealized
TIME WARNER INC 0.1%
Value ($000) $4,092 Shares 44,736 Est. Cost $79.26 Unrealized
ANADARKO PETE CORP 0.1%
Value ($000) $3,988 Shares 74,359 Est. Cost $67.94 Unrealized
ALLERGAN PLC 0.1%
Value ($000) $3,979 Shares 24,326 Est. Cost $163.57 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $3,914 Shares 29,188 Est. Cost $67.49 Unrealized +49.3%
XRAY DENTSPLY SIRONA INC 0.1%
Value ($000) $3,837 Shares 58,286 Est. Cost $58.93 Unrealized +7.9%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $3,258 Shares 31,195 Est. Cost $27.60 Unrealized +181.3%
CIGNA CORPORATION 0.1%
Value ($000) $3,217 Shares 15,841 Est. Cost $72.49 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $3,122 Shares 71,057 Est. Cost $15.11 Unrealized +137.0%
EEM ISHARES TR 0.1%
Value ($000) $3,107 Shares 65,932 Est. Cost $39.34 Unrealized
BA BOEING CO 0.1%
Value ($000) $3,067 Shares 10,399 Est. Cost $88.12 Unrealized +192.1%
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $3,030 Shares 53,797 Est. Cost $17.13 Unrealized +133.3%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $2,977 Shares 9,699 Est. Cost $75.55 Unrealized +248.2%
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $2,905 Shares 36,726 Est. Cost $79.89 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $2,865 Shares 17,177 Est. Cost $52.89 Unrealized +147.4%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $2,826 Shares 31,750 Est. Cost $60.78 Unrealized +25.2%
NWL NEWELL BRANDS INC 0.1%
Value ($000) $2,716 Shares 87,904 Est. Cost $17.43 Unrealized +36.1%
AMZN AMAZON COM INC 0.1%
Value ($000) $2,688 Shares 2,299 Est. Cost $39.57 Unrealized +39.1%
MORN MORNINGSTAR INC 0.1%
Value ($000) $2,679 Shares 27,621 Est. Cost $69.32 Unrealized +29.9%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $2,586 Shares 60,700 Est. Cost $27.74 Unrealized +21.9%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $2,483 Shares 15,905 Est. Cost $16.04 Unrealized +96.5%
ISHARES GOLD TRUST 0.1%
Value ($000) $2,460 Shares 196,641 Est. Cost $11.87 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $2,436 Shares 23,055 Est. Cost $50.47 Unrealized +37.9%
MCO MOODYS CORP 0.1%
Value ($000) $2,434 Shares 16,489 Est. Cost $53.10 Unrealized +156.7%
EFA ISHARES TR 0.1%
Value ($000) $2,416 Shares 34,366 Est. Cost $60.43 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $2,350 Shares 23,845 Est. Cost $73.42 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $2,342 Shares 12,546 Est. Cost $143.60 Unrealized
NATIONAL OILWELL VARCO INC 0.1%
Value ($000) $2,311 Shares 64,150 Est. Cost $39.55 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $2,308 Shares 7,243 Est. Cost $313.60 Unrealized +2.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $2,288 Shares 12,053 Est. Cost $104.02 Unrealized +80.2%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $2,276 Shares 13,200 Est. Cost $108.29 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $2,224 Shares 37,595 Est. Cost $55.47 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $2,145 Shares 30,042 Est. Cost $34.36 Unrealized +6.6%
VARIAN MED SYS INC 0.1%
Value ($000) $2,105 Shares 18,937 Est. Cost $68.56 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $2,011 Shares 8,200 Est. Cost $211.54 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $1,974 Shares 21,237 Est. Cost $34.10 Unrealized +108.9%
BANK OF THE OZARKS 0.1%
Value ($000) $1,891 Shares 39,015 Est. Cost $48.47 Unrealized
SUNTRUST BKS INC 0.0%
Value ($000) $1,738 Shares 26,913 Est. Cost $34.31 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $1,638 Shares 8,633 Est. Cost $166.25 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $1,545 Shares 29,265 Est. Cost $48.93 Unrealized
DUN & BRADSTREET CORP DEL NE 0.0%
Value ($000) $1,459 Shares 12,321 Est. Cost $99.33 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1,454 Shares 10,075 Est. Cost $58.45 Unrealized +79.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1,449 Shares 17,800 Est. Cost $33.91 Unrealized +114.9%
POWERSHARES QQQ TRUST 0.0%
Value ($000) $1,363 Shares 8,750 Est. Cost $91.82 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $1,346 Shares 13,308 Est. Cost $43.82 Unrealized +58.1%
HON HONEYWELL INTL INC 0.0%
Value ($000) $1,345 Shares 8,768 Est. Cost $64.92 Unrealized +74.6%
VNO VORNADO RLTY TR 0.0%
Value ($000) $1,339 Shares 17,128 Est. Cost $82.82 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $1,297 Shares 19,449 Est. Cost $64.06 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $1,295 Shares 17,057 Est. Cost $58.38 Unrealized +22.1%
IWD ISHARES TR 0.0%
Value ($000) $1,282 Shares 10,310 Est. Cost $115.29 Unrealized
DE DEERE & CO 0.0%
Value ($000) $1,278 Shares 8,166 Est. Cost $75.00 Unrealized +65.0%
OEF ISHARES TR 0.0%
Value ($000) $1,254 Shares 10,569 Est. Cost $74.82 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $1,214 Shares 18,403 Est. Cost $32.12 Unrealized +47.8%
BNS BANK N S HALIFAX 0.0%
Value ($000) $1,136 Shares 17,613 Est. Cost $34.36 Unrealized +23.4%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $1,127 Shares 16,966 Est. Cost $34.32 Unrealized +50.7%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $1,087 Shares 3,385 Est. Cost $166.62 Unrealized +52.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $1,024 Shares 9,776 Est. Cost $58.56 Unrealized +39.6%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1,016 Shares 16,567 Est. Cost $54.32 Unrealized -10.8%
FAST FASTENAL CO 0.0%
Value ($000) $1,015 Shares 18,555 Est. Cost $8.81 Unrealized +14.0%
WAT WATERS CORP 0.0%
Value ($000) $998 Shares 5,166 Est. Cost $103.66 Unrealized +86.3%
BEMIS INC 0.0%
Value ($000) $981 Shares 20,533 Est. Cost $39.43 Unrealized
AETNA INC NEW 0.0%
Value ($000) $972 Shares 5,389 Est. Cost $124.14 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $962 Shares 22,459 Est. Cost $25.81 Unrealized +33.6%
EATON VANCE CORP 0.0%
Value ($000) $942 Shares 16,685 Est. Cost $37.45 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $922 Shares 6,200 Est. Cost $90.98 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $898 Shares 12,198 Est. Cost $37.03 Unrealized +94.8%
IT GARTNER INC 0.0%
Value ($000) $889 Shares 7,222 Est. Cost $59.25 Unrealized +104.9%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $887 Shares 3,879 Est. Cost $168.29 Unrealized +13.0%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $885 Shares 9,668 Est. Cost $61.60 Unrealized +22.9%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $878 Shares 7,365 Est. Cost $119.21 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $813 Shares 4,800 Est. Cost $96.34 Unrealized +57.7%
BARRICK GOLD CORP 0.0%
Value ($000) $813 Shares 56,123 Est. Cost $15.89 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $809 Shares 16,824 Est. Cost $30.24 Unrealized +20.5%
AMG AFFILIATED MANAGERS GROUP 0.0%
Value ($000) $778 Shares 3,792 Est. Cost $140.58 Unrealized +34.0%
IWR ISHARES TR 0.0%
Value ($000) $768 Shares 3,688 Est. Cost $147.02 Unrealized
APACHE CORP 0.0%
Value ($000) $761 Shares 18,022 Est. Cost $63.45 Unrealized
CPRT COPART INC 0.0%
Value ($000) $754 Shares 17,450 Est. Cost $5.95 Unrealized +63.6%
IVV ISHARES TR 0.0%
Value ($000) $738 Shares 2,743 Est. Cost $218.40 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $735 Shares 12,275 Est. Cost $59.88 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $732 Shares 15,209 Est. Cost $30.86 Unrealized +17.6%
HUBB HUBBELL INC 0.0%
Value ($000) $710 Shares 5,250 Est. Cost $79.33 Unrealized +33.0%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $694 Shares 6,946 Est. Cost $40.71 Unrealized +84.9%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $672 Shares 25,354 Est. Cost $49.93 Unrealized
WLY WILEY JOHN & SONS INC 0.0%
Value ($000) $671 Shares 10,207 Est. Cost $29.35 Unrealized +52.1%
XYL XYLEM INC 0.0%
Value ($000) $669 Shares 9,814 Est. Cost $33.41 Unrealized +80.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $645 Shares 2,926 Est. Cost $128.90 Unrealized +44.3%
AGG ISHARES TR 0.0%
Value ($000) $637 Shares 5,825 Est. Cost $107.61 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $635 Shares 4,709 Est. Cost $92.68 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $632 Shares 7,664 Est. Cost $48.25 Unrealized +43.5%
WY WEYERHAEUSER CO 0.0%
Value ($000) $622 Shares 17,652 Est. Cost $18.20 Unrealized +41.4%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $619 Shares 8,060 Est. Cost $27.95 Unrealized +92.4%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $605 Shares 6,681 Est. Cost $46.17 Unrealized +64.8%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $570 Shares 3,855 Est. Cost $104.87 Unrealized
FXI ISHARES TR 0.0%
Value ($000) $561 Shares 12,140 Est. Cost $32.52 Unrealized
AQUA AMERICA INC 0.0%
Value ($000) $561 Shares 14,306 Est. Cost $30.02 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $560 Shares 4,900 Est. Cost $114.29 Unrealized
CSX CSX CORP 0.0%
Value ($000) $558 Shares 10,146 Est. Cost $7.72 Unrealized +105.6%
MTUM ISHARES TR 0.0%
Value ($000) $557 Shares 5,400 Est. Cost $88.89 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $553 Shares 4,725 Est. Cost $68.47 Unrealized +48.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $543 Shares 2,668 Est. Cost $121.75 Unrealized +39.9%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $539 Shares 4,400 Est. Cost $122.50 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $538 Shares 3,473 Est. Cost $154.91 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $530 Shares 6,804 Est. Cost $50.54 Unrealized +5.6%
KELLOGG CO 0.0%
Value ($000) $527 Shares 7,753 Est. Cost $41.22 Unrealized +8.4%
CDK GLOBAL INC 0.0%
Value ($000) $525 Shares 7,363 Est. Cost $41.02 Unrealized
DEEP ETF SER SOLUTIONS 0.0%
Value ($000) $519 Shares 15,809 Est. Cost $26.88 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $517 Shares 10,100 Est. Cost $45.15 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $512 Shares 24,450 Est. Cost $43.89 Unrealized
BLACKROCK INC 0.0%
Value ($000) $506 Shares 985 Est. Cost $343.72 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $504 Shares 7,730 Est. Cost $43.22 Unrealized +11.2%
VERSUM MATLS INC 0.0%
Value ($000) $504 Shares 13,323 Est. Cost $28.07 Unrealized
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $503 Shares 6,738 Est. Cost $67.82 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $503 Shares 3,525 Est. Cost $86.76 Unrealized +33.4%
NORDSTROM INC 0.0%
Value ($000) $502 Shares 10,600 Est. Cost $59.82 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $501 Shares 6,243 Est. Cost $50.67 Unrealized +27.3%
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $493 Shares 22,444 Est. Cost $34.67 Unrealized
MOO VANECK VECTORS ETF TR 0.0%
Value ($000) $487 Shares 7,900 Est. Cost $48.02 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $482 Shares 9,443 Est. Cost $34.32 Unrealized +44.0%
HSY HERSHEY CO 0.0%
Value ($000) $482 Shares 4,250 Est. Cost $71.21 Unrealized +27.3%
UNILEVER N V 0.0%
Value ($000) $479 Shares 8,500 Est. Cost $39.31 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $473 Shares 7,321 Est. Cost $30.72 Unrealized +81.6%
INGR INGREDION INC 0.0%
Value ($000) $472 Shares 3,375 Est. Cost $99.65 Unrealized +32.5%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $466 Shares 1,275 Est. Cost $102.15 Unrealized +22.5%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $461 Shares 5,335 Est. Cost $34.75 Unrealized +103.5%
NKE NIKE INC 0.0%
Value ($000) $456 Shares 7,286 Est. Cost $51.64 Unrealized +0.3%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $438 Shares 4,765 Est. Cost $34.76 Unrealized +71.7%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $432 Shares 6,831 Est. Cost $36.34 Unrealized +30.8%
FRCB FIRST REP BK SAN FRANCISCO C 0.0%
Value ($000) $429 Shares 4,951 Est. Cost $78.18 Unrealized +16.9%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $427 Shares 6,371 Est. Cost $42.39 Unrealized +49.8%
COLFAX CORP 0.0%
Value ($000) $416 Shares 10,504 Est. Cost $54.53 Unrealized
NOBLE ENERGY INC 0.0%
Value ($000) $414 Shares 14,200 Est. Cost $53.57 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $411 Shares 8,400 Est. Cost $32.26 Unrealized +16.1%
NORTHWEST NAT GAS CO 0.0%
Value ($000) $409 Shares 6,856 Est. Cost $42.49 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $405 Shares 5,275 Est. Cost $90.75 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $398 Shares 4,916 Est. Cost $35.91 Unrealized +57.1%
TIP ISHARES TR 0.0%
Value ($000) $392 Shares 3,433 Est. Cost $114.19 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $376 Shares 5,304 Est. Cost $48.06 Unrealized +37.5%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $372 Shares 2,458 Est. Cost $115.82 Unrealized +22.8%
MTS SYS CORP 0.0%
Value ($000) $371 Shares 6,900 Est. Cost $56.66 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $366 Shares 3,000 Est. Cost $66.09 Unrealized +71.8%
CLAYMORE EXCHANGE TRD FD TR 0.0%
Value ($000) $365 Shares 14,500 Est. Cost $21.66 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $357 Shares 3,517 Est. Cost $91.54 Unrealized +16.6%
MTB M & T BK CORP 0.0%
Value ($000) $356 Shares 2,080 Est. Cost $73.87 Unrealized +75.9%
ALLIANCEBERNSTEIN GBL HGH IN 0.0%
Value ($000) $352 Shares 31,617 Est. Cost $11.13 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $350 Shares 10,966 Est. Cost $35.77 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $346 Shares 6,712 Est. Cost $28.58 Unrealized +33.7%
SPDR SERIES TRUST 0.0%
Value ($000) $346 Shares 2,600 Est. Cost $105.96 Unrealized
MAN MANPOWERGROUP INC 0.0%
Value ($000) $343 Shares 2,720 Est. Cost $68.93 Unrealized +81.2%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $339 Shares 2,500 Est. Cost $88.26 Unrealized +25.2%
SLF SUN LIFE FINL INC 0.0%
Value ($000) $338 Shares 8,177 Est. Cost $28.59 Unrealized +39.4%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $337 Shares 5,927 Est. Cost $54.50 Unrealized
CENTRAL FD CDA LTD 0.0%
Value ($000) $336 Shares 25,100 Est. Cost $13.54 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $333 Shares 3,874 Est. Cost $58.13 Unrealized +24.5%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $326 Shares 6,048 Est. Cost $35.78 Unrealized +19.2%
NORTHEAST BANCORP 0.0%
Value ($000) $324 Shares 14,000 Est. Cost $9.64 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $322 Shares 5,029 Est. Cost $64.03 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $318 Shares 6,250 Est. Cost $50.86 Unrealized
CEDAR FAIR L P 0.0%
Value ($000) $318 Shares 4,890 Est. Cost $65.03 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $313 Shares 4,253 Est. Cost $56.07 Unrealized 0.0%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $313 Shares 3,308 Est. Cost $62.87 Unrealized +22.2%
HIFS HINGHAM INSTN SVGS MASS 0.0%
Value ($000) $311 Shares 1,500 Est. Cost $118.30 Unrealized +55.7%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $310 Shares 2,290 Est. Cost $80.37 Unrealized +42.7%
POWERSHARES ETF TRUST 0.0%
Value ($000) $309 Shares 10,200 Est. Cost $28.53 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $308 Shares 3,016 Est. Cost $102.12 Unrealized
PTC PTC INC 0.0%
Value ($000) $306 Shares 5,027 Est. Cost $41.61 Unrealized +49.3%
ROCKWELL COLLINS INC 0.0%
Value ($000) $305 Shares 2,250 Est. Cost $92.89 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $301 Shares 5,346 Est. Cost $22.87 Unrealized +103.8%
BB&T CORP 0.0%
Value ($000) $294 Shares 5,920 Est. Cost $46.83 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $289 Shares 1,991 Est. Cost $23.69 Unrealized +2.7%
IVW ISHARES TR 0.0%
Value ($000) $279 Shares 1,830 Est. Cost $152.46 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $275 Shares 2,690 Est. Cost $80.03 Unrealized +25.8%
TORCHMARK CORP 0.0%
Value ($000) $274 Shares 3,025 Est. Cost $61.84 Unrealized
DMLP DORCHESTER MINERALS LP 0.0%
Value ($000) $274 Shares 18,000 Est. Cost $24.50 Unrealized
BLACKSTONE GROUP L P 0.0%
Value ($000) $273 Shares 8,540 Est. Cost $31.97 Unrealized
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $271 Shares 5,500 Est. Cost $19.94 Unrealized +99.3%
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $271 Shares 4,200 Est. Cost $55.31 Unrealized +1.4%
GLW CORNING INC 0.0%
Value ($000) $270 Shares 8,431 Est. Cost $25.23 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $266 Shares 4,460 Est. Cost $49.88 Unrealized -0.3%
EBAY EBAY INC 0.0%
Value ($000) $262 Shares 6,948 Est. Cost $27.04 Unrealized +22.2%
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $257 Shares 9,000 Est. Cost $22.78 Unrealized -11.6%
ENTG ENTEGRIS INC 0.0%
Value ($000) $250 Shares 8,230 Est. Cost $24.35 Unrealized +20.7%
GXC SPDR INDEX SHS FDS 0.0%
Value ($000) $249 Shares 2,320 Est. Cost $107.33 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $247 Shares 1,140 Est. Cost $175.44 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $246 Shares 2,900 Est. Cost $53.16 Unrealized +20.5%
DEO DIAGEO P L C 0.0%
Value ($000) $244 Shares 1,672 Est. Cost $145.93 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $240 Shares 4,344 Est. Cost $40.54 Unrealized 0.0%
IGIB ISHARES TR 0.0%
Value ($000) $240 Shares 2,200 Est. Cost $107.86 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $237 Shares 2,220 Est. Cost $174.32 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $236 Shares 2,020 Est. Cost $77.00 Unrealized +28.6%
MOAT VANECK VECTORS ETF TR 0.0%
Value ($000) $232 Shares 5,475 Est. Cost $37.62 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $226 Shares 1,312 Est. Cost $147.40 Unrealized 0.0%
SVB FINL GROUP 0.0%
Value ($000) $222 Shares 950 Est. Cost $233.68 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $214 Shares 858 Est. Cost $199.05 Unrealized 0.0%
CBRL CRACKER BARREL OLD CTRY STOR 0.0%
Value ($000) $210 Shares 1,320 Est. Cost $112.20 Unrealized 0.0%
VANECK VECTORS ETF TR 0.0%
Value ($000) $207 Shares 7,950 Est. Cost $29.25 Unrealized
VREX VAREX IMAGING CORP 0.0%
Value ($000) $205 Shares 5,096 Est. Cost $35.95 Unrealized 0.0%
KN KNOWLES CORP 0.0%
Value ($000) $203 Shares 13,817 Est. Cost $30.49 Unrealized -48.8%
SCRIPPS NETWORKS INTERACT IN 0.0%
Value ($000) $203 Shares 2,375 Est. Cost $85.89 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $203 Shares 3,100 Est. Cost $55.35 Unrealized 0.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $203 Shares 862 Est. Cost $184.63 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $202 Shares 2,850 Est. Cost $76.14 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $201 Shares 2,960 Est. Cost $56.69 Unrealized 0.0%
NUVEEN VIRGINIA QLTY MUNCPL 0.0%
Value ($000) $192 Shares 15,007 Est. Cost $13.94 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $183 Shares 17,264 Est. Cost $10.10 Unrealized
FORM FORMFACTOR INC 0.0%
Value ($000) $157 Shares 10,000 Est. Cost $6.99 Unrealized +139.6%
EATON VANCE TAX MNGD GBL DV 0.0%
Value ($000) $115 Shares 12,227 Est. Cost $9.48 Unrealized
IBN ICICI BK LTD 0.0%
Value ($000) $107 Shares 11,000 Est. Cost $16.19 Unrealized
INVIVO THERAPEUTICS HLDGS CO 0.0%
Value ($000) $78 Shares 100,393 Est. Cost $14.04 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $24 Shares 10,250 Est. Cost $1.91 Unrealized +34.4%