Goelzer Investment Management, Inc. Diversified Active

CIK: 0001550057 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 28, 2019

Total Value ($000): $780,894 (100.0% shares, 0.0% debt)

Holdings (195)

ACWX ISHARES TR 4.6%
Value ($000) $35,935 Shares 856,416 Est. Cost $42.43 Unrealized
IJR ISHARES TR 2.3%
Value ($000) $17,989 Shares 259,508 Est. Cost $83.15 Unrealized
DBEF DBX ETF TR 2.2%
Value ($000) $16,884 Shares 605,144 Est. Cost $27.27 Unrealized
OHI OMEGA HEALTHCARE INVS INC 2.0%
Value ($000) $15,496 Shares 440,854 Est. Cost $30.97 Unrealized
IJH ISHARES TR 2.0%
Value ($000) $15,490 Shares 93,282 Est. Cost $147.29 Unrealized
MRK MERCK & CO INC 1.8%
Value ($000) $14,318 Shares 187,381 Est. Cost $33.85 Unrealized +66.9%
IVV ISHARES TR 1.7%
Value ($000) $13,515 Shares 53,715 Est. Cost $257.89 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $11,781 Shares 74,684 Est. Cost $20.64 Unrealized +122.9%
IWD ISHARES TR 1.4%
Value ($000) $11,002 Shares 99,074 Est. Cost $106.91 Unrealized
ENB ENBRIDGE INC 1.4%
Value ($000) $10,967 Shares 352,862 Est. Cost $22.60 Unrealized -10.4%
PFG PRINCIPAL FINL GROUP INC 1.4%
Value ($000) $10,867 Shares 246,025 Est. Cost $28.05 Unrealized +32.8%
QCOM QUALCOMM INC 1.4%
Value ($000) $10,793 Shares 189,654 Est. Cost $43.35 Unrealized +17.3%
MSFT MICROSOFT CORP 1.4%
Value ($000) $10,745 Shares 105,793 Est. Cost $47.95 Unrealized +108.6%
CVX CHEVRON CORP NEW 1.4%
Value ($000) $10,672 Shares 98,096 Est. Cost $67.22 Unrealized +26.1%
T AT&T INC 1.3%
Value ($000) $10,492 Shares 367,637 Est. Cost $12.54 Unrealized +11.8%
MEREDITH CORP 1.3%
Value ($000) $10,163 Shares 195,668 Est. Cost $54.79 Unrealized
KEY KEYCORP NEW 1.2%
Value ($000) $9,624 Shares 651,134 Est. Cost $10.00 Unrealized +25.2%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $9,487 Shares 139,119 Est. Cost $54.56 Unrealized +3.4%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $9,243 Shares 164,406 Est. Cost $27.95 Unrealized +38.2%
IVW ISHARES TR 1.1%
Value ($000) $8,657 Shares 57,455 Est. Cost $163.55 Unrealized
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $8,460 Shares 65,558 Est. Cost $59.84 Unrealized +90.7%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $8,388 Shares 33,564 Est. Cost $201.69 Unrealized
PFE PFIZER INC 1.1%
Value ($000) $8,317 Shares 190,547 Est. Cost $16.87 Unrealized +78.0%
VNQ VANGUARD INDEX FDS 1.0%
Value ($000) $7,932 Shares 106,364 Est. Cost $83.00 Unrealized
TIP ISHARES TR 1.0%
Value ($000) $7,734 Shares 70,622 Est. Cost $114.29 Unrealized
SPG SIMON PPTY GROUP INC NEW 1.0%
Value ($000) $7,681 Shares 45,724 Est. Cost $103.01 Unrealized +17.4%
PRU PRUDENTIAL FINL INC 1.0%
Value ($000) $7,521 Shares 92,230 Est. Cost $47.45 Unrealized +36.3%
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value ($000) $7,502 Shares 65,995 Est. Cost $99.57 Unrealized -11.7%
CSCO CISCO SYS INC 0.9%
Value ($000) $6,988 Shares 161,270 Est. Cost $16.04 Unrealized +130.1%
IJK ISHARES TR 0.9%
Value ($000) $6,926 Shares 36,220 Est. Cost $165.20 Unrealized
DRI DARDEN RESTAURANTS INC 0.9%
Value ($000) $6,883 Shares 68,930 Est. Cost $54.22 Unrealized +61.9%
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $6,782 Shares 25,901 Est. Cost $116.63 Unrealized +114.4%
TRV TRAVELERS COMPANIES INC 0.9%
Value ($000) $6,739 Shares 56,277 Est. Cost $68.98 Unrealized +55.4%
SHY ISHARES TR 0.8%
Value ($000) $6,358 Shares 76,040 Est. Cost $84.33 Unrealized
HON HONEYWELL INTL INC 0.8%
Value ($000) $6,346 Shares 48,031 Est. Cost $71.22 Unrealized +65.3%
INGR INGREDION INC 0.8%
Value ($000) $6,338 Shares 69,349 Est. Cost $100.74 Unrealized -0.7%
IQV IQVIA HLDGS INC 0.8%
Value ($000) $6,284 Shares 54,095 Est. Cost $101.62 Unrealized +19.2%
PNC PNC FINL SVCS GROUP INC 0.8%
Value ($000) $6,162 Shares 52,704 Est. Cost $57.92 Unrealized +70.9%
TE CONNECTIVITY LTD 0.8%
Value ($000) $5,977 Shares 79,032 Est. Cost $50.39 Unrealized
MAXIM INTEGRATED PRODS INC 0.8%
Value ($000) $5,961 Shares 117,227 Est. Cost $31.32 Unrealized
WMT WALMART INC 0.8%
Value ($000) $5,931 Shares 63,676 Est. Cost $18.74 Unrealized +53.5%
ORCL ORACLE CORP 0.7%
Value ($000) $5,842 Shares 129,384 Est. Cost $34.31 Unrealized +25.8%
WSM WILLIAMS SONOMA INC 0.7%
Value ($000) $5,736 Shares 113,698 Est. Cost $21.44 Unrealized +14.3%
CVS CVS HEALTH CORP 0.7%
Value ($000) $5,609 Shares 85,611 Est. Cost $45.64 Unrealized +30.1%
TGT TARGET CORP 0.7%
Value ($000) $5,525 Shares 83,599 Est. Cost $44.67 Unrealized +41.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.7%
Value ($000) $5,520 Shares 18,237 Est. Cost $234.53 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $5,460 Shares 26,743 Est. Cost $112.60 Unrealized +85.5%
CTRA CABOT OIL & GAS CORP 0.7%
Value ($000) $5,406 Shares 241,897 Est. Cost $16.65 Unrealized +7.5%
ZBH ZIMMER BIOMET HLDGS INC 0.7%
Value ($000) $5,386 Shares 51,926 Est. Cost $92.08 Unrealized +15.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.7%
Value ($000) $5,341 Shares 84,141 Est. Cost $58.67 Unrealized +6.7%
DLR DIGITAL RLTY TR INC 0.7%
Value ($000) $5,184 Shares 48,649 Est. Cost $36.75 Unrealized +134.4%
USB US BANCORP DEL 0.7%
Value ($000) $5,177 Shares 113,289 Est. Cost $23.78 Unrealized +61.0%
SYY SYSCO CORP 0.7%
Value ($000) $5,113 Shares 81,599 Est. Cost $25.67 Unrealized +117.1%
PEP PEPSICO INC 0.6%
Value ($000) $5,059 Shares 45,789 Est. Cost $55.75 Unrealized +62.6%
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $5,018 Shares 47,130 Est. Cost $102.72 Unrealized
APD AIR PRODS & CHEMS INC 0.6%
Value ($000) $5,002 Shares 31,254 Est. Cost $122.09 Unrealized +9.1%
MMM 3M CO 0.6%
Value ($000) $4,960 Shares 26,032 Est. Cost $67.35 Unrealized +90.4%
GATX GATX CORP 0.6%
Value ($000) $4,959 Shares 70,032 Est. Cost $39.80 Unrealized +70.9%
GNTX GENTEX CORP 0.6%
Value ($000) $4,943 Shares 244,592 Est. Cost $16.68 Unrealized +25.6%
WWW WOLVERINE WORLD WIDE INC 0.6%
Value ($000) $4,891 Shares 153,363 Est. Cost $15.86 Unrealized +83.7%
D DOMINION ENERGY INC 0.6%
Value ($000) $4,833 Shares 67,639 Est. Cost $49.44 Unrealized +7.7%
TROW PRICE T ROWE GROUP INC 0.6%
Value ($000) $4,789 Shares 51,876 Est. Cost $51.19 Unrealized +42.9%
AJG GALLAGHER ARTHUR J & CO 0.6%
Value ($000) $4,638 Shares 62,932 Est. Cost $36.63 Unrealized +85.6%
GOOG ALPHABET INC 0.6%
Value ($000) $4,561 Shares 4,404 Est. Cost $30.60 Unrealized +73.6%
CWB SPDR SERIES TRUST 0.6%
Value ($000) $4,528 Shares 96,770 Est. Cost $44.45 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.6%
Value ($000) $4,472 Shares 43,570 Est. Cost $87.88 Unrealized +24.9%
UMPQUA HLDGS CORP 0.6%
Value ($000) $4,458 Shares 280,408 Est. Cost $16.91 Unrealized
ETN EATON CORP PLC 0.6%
Value ($000) $4,453 Shares 64,858 Est. Cost $47.20 Unrealized +37.8%
KR KROGER CO 0.6%
Value ($000) $4,418 Shares 160,672 Est. Cost $24.79 Unrealized +0.4%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $4,334 Shares 45,471 Est. Cost $62.45 Unrealized +52.2%
ROYAL DUTCH SHELL PLC 0.6%
Value ($000) $4,329 Shares 72,224 Est. Cost $62.01 Unrealized
SWK STANLEY BLACK & DECKER INC 0.5%
Value ($000) $4,233 Shares 35,354 Est. Cost $61.90 Unrealized +64.0%
ABBV ABBVIE INC 0.5%
Value ($000) $4,167 Shares 45,199 Est. Cost $29.41 Unrealized +120.3%
COP CONOCOPHILLIPS 0.5%
Value ($000) $4,130 Shares 66,233 Est. Cost $34.08 Unrealized +56.7%
GTLS CHART INDS INC 0.5%
Value ($000) $4,129 Shares 63,493 Est. Cost $43.80 Unrealized +50.6%
DOWDUPONT INC 0.5%
Value ($000) $4,110 Shares 76,847 Est. Cost $59.21 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.5%
Value ($000) $4,104 Shares 92,323 Est. Cost $32.02 Unrealized +19.8%
WALGREENS BOOTS ALLIANCE INC 0.5%
Value ($000) $4,093 Shares 59,893 Est. Cost $76.07 Unrealized
NTR NUTRIEN LTD 0.5%
Value ($000) $3,895 Shares 82,878 Est. Cost $41.99 Unrealized -2.7%
CFG CITIZENS FINL GROUP INC 0.5%
Value ($000) $3,877 Shares 130,398 Est. Cost $18.36 Unrealized +40.0%
MTG MGIC INVT CORP WIS 0.5%
Value ($000) $3,851 Shares 368,183 Est. Cost $12.40 Unrealized -5.6%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $3,792 Shares 38,844 Est. Cost $44.46 Unrealized +96.9%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $3,767 Shares 72,469 Est. Cost $41.57 Unrealized -1.4%
V VISA INC 0.5%
Value ($000) $3,756 Shares 28,469 Est. Cost $55.92 Unrealized +135.0%
PII POLARIS INDS INC 0.5%
Value ($000) $3,753 Shares 48,939 Est. Cost $95.33 Unrealized -5.7%
ALLERGAN PLC 0.5%
Value ($000) $3,750 Shares 28,053 Est. Cost $238.33 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $3,697 Shares 14,839 Est. Cost $142.11 Unrealized +65.4%
DISCOVERY INC 0.5%
Value ($000) $3,662 Shares 158,650 Est. Cost $20.57 Unrealized
JCI JOHNSON CTLS INTL PLC 0.5%
Value ($000) $3,580 Shares 120,748 Est. Cost $33.65 Unrealized -16.2%
PPL PPL CORP 0.5%
Value ($000) $3,545 Shares 125,149 Est. Cost $17.60 Unrealized +26.5%
LOW LOWES COS INC 0.4%
Value ($000) $3,357 Shares 36,343 Est. Cost $59.62 Unrealized +41.9%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $3,322 Shares 20,997 Est. Cost $57.01 Unrealized +127.2%
IJJ ISHARES TR 0.4%
Value ($000) $3,243 Shares 23,440 Est. Cost $128.02 Unrealized
BALL BALL CORP 0.4%
Value ($000) $3,023 Shares 65,738 Est. Cost $35.40 Unrealized +21.9%
VYX NCR CORP NEW 0.4%
Value ($000) $2,964 Shares 128,435 Est. Cost $19.61 Unrealized -19.9%
HANESBRANDS INC 0.4%
Value ($000) $2,954 Shares 235,763 Est. Cost $28.73 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $2,877 Shares 14,121 Est. Cost $84.19 Unrealized +139.9%
DIS DISNEY WALT CO 0.4%
Value ($000) $2,868 Shares 26,160 Est. Cost $81.39 Unrealized +34.0%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $2,760 Shares 14,631 Est. Cost $70.11 Unrealized +172.3%
THG HANOVER INS GROUP INC 0.4%
Value ($000) $2,736 Shares 23,428 Est. Cost $35.41 Unrealized +152.8%
ULTA ULTA BEAUTY INC 0.3%
Value ($000) $2,693 Shares 11,001 Est. Cost $226.32 Unrealized +22.1%
AON PLC 0.3%
Value ($000) $2,687 Shares 18,483 Est. Cost $115.66 Unrealized
AIG AMERICAN INTL GROUP INC 0.3%
Value ($000) $2,622 Shares 66,523 Est. Cost $44.59 Unrealized -18.9%
HCSG HEALTHCARE SVCS GRP INC 0.3%
Value ($000) $2,579 Shares 64,181 Est. Cost $39.77 Unrealized +6.3%
BLD TOPBUILD CORP 0.3%
Value ($000) $2,572 Shares 57,153 Est. Cost $38.48 Unrealized +26.4%
LLY LILLY ELI & CO 0.3%
Value ($000) $2,499 Shares 21,594 Est. Cost $53.88 Unrealized +88.2%
HILL ROM HLDGS INC 0.3%
Value ($000) $2,406 Shares 27,174 Est. Cost $50.30 Unrealized
SYNA SYNAPTICS INC 0.3%
Value ($000) $2,378 Shares 63,896 Est. Cost $44.86 Unrealized -16.3%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $2,372 Shares 24,323 Est. Cost $86.09 Unrealized -4.7%
BB&T CORP 0.3%
Value ($000) $2,318 Shares 53,500 Est. Cost $33.12 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.3%
Value ($000) $2,312 Shares 35,138 Est. Cost $65.80 Unrealized
OPLN KAR AUCTION SVCS INC 0.3%
Value ($000) $2,306 Shares 48,324 Est. Cost $17.08 Unrealized +21.4%
GPN GLOBAL PMTS INC 0.3%
Value ($000) $2,301 Shares 22,315 Est. Cost $104.86 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC N 0.3%
Value ($000) $2,288 Shares 8,029 Est. Cost $306.33 Unrealized +2.4%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $2,272 Shares 64,302 Est. Cost $26.67 Unrealized +36.0%
AVGO BROADCOM INC 0.3%
Value ($000) $2,234 Shares 8,787 Est. Cost $19.73 Unrealized -1.8%
CMP COMPASS MINERALS INTL INC 0.3%
Value ($000) $2,209 Shares 52,994 Est. Cost $51.87 Unrealized -16.2%
FSLR FIRST SOLAR INC 0.3%
Value ($000) $2,187 Shares 51,510 Est. Cost $43.90 Unrealized 0.0%
STIP ISHARES TR 0.3%
Value ($000) $2,159 Shares 22,025 Est. Cost $99.43 Unrealized
BA BOEING CO 0.3%
Value ($000) $2,155 Shares 6,682 Est. Cost $84.75 Unrealized +295.2%
SJM SMUCKER J M CO 0.3%
Value ($000) $2,128 Shares 22,757 Est. Cost $82.85 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $2,117 Shares 18,559 Est. Cost $102.89 Unrealized
DLTR DOLLAR TREE INC 0.3%
Value ($000) $2,068 Shares 22,894 Est. Cost $56.12 Unrealized +50.5%
BKNG BOOKING HLDGS INC 0.3%
Value ($000) $2,067 Shares 1,200 Est. Cost $1933.58 Unrealized -6.7%
VMWARE INC 0.3%
Value ($000) $2,063 Shares 15,041 Est. Cost $125.29 Unrealized
ADBE ADOBE INC 0.3%
Value ($000) $2,053 Shares 9,074 Est. Cost $117.37 Unrealized +105.7%
MCK MCKESSON CORP 0.3%
Value ($000) $2,041 Shares 18,474 Est. Cost $118.11 Unrealized 0.0%
IWS ISHARES TR 0.3%
Value ($000) $2,004 Shares 26,246 Est. Cost $60.51 Unrealized
VIG VANGUARD GROUP 0.3%
Value ($000) $1,980 Shares 20,215 Est. Cost $100.95 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $1,929 Shares 14,739 Est. Cost $122.67 Unrealized
COOPER COS INC 0.2%
Value ($000) $1,889 Shares 7,421 Est. Cost $228.82 Unrealized
IJS ISHARES TR 0.2%
Value ($000) $1,865 Shares 14,145 Est. Cost $139.49 Unrealized
POST POST HLDGS INC 0.2%
Value ($000) $1,852 Shares 20,778 Est. Cost $61.37 Unrealized -1.8%
EFA ISHARES TR 0.2%
Value ($000) $1,814 Shares 30,868 Est. Cost $64.28 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,775 Shares 19,307 Est. Cost $56.98 Unrealized +31.2%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $1,749 Shares 18,866 Est. Cost $98.66 Unrealized -12.2%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $1,689 Shares 10,503 Est. Cost $157.66 Unrealized +12.2%
MPC MARATHON PETE CORP 0.2%
Value ($000) $1,678 Shares 28,432 Est. Cost $57.48 Unrealized -5.6%
IWR ISHARES TR 0.2%
Value ($000) $1,608 Shares 34,588 Est. Cost $68.00 Unrealized
XYL XYLEM INC 0.2%
Value ($000) $1,595 Shares 23,909 Est. Cost $68.31 Unrealized -7.0%
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $1,472 Shares 18,651 Est. Cost $81.60 Unrealized +9.3%
FDX FEDEX CORP 0.2%
Value ($000) $1,401 Shares 8,681 Est. Cost $145.62 Unrealized +27.6%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $1,399 Shares 10,601 Est. Cost $108.40 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $1,126 Shares 8,820 Est. Cost $97.44 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $1,115 Shares 8,141 Est. Cost $135.90 Unrealized 0.0%
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $1,093 Shares 13,914 Est. Cost $79.37 Unrealized
AGZ ISHARES TR 0.1%
Value ($000) $1,032 Shares 9,208 Est. Cost $113.42 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $933 Shares 5,252 Est. Cost $80.55 Unrealized +86.3%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $895 Shares 43,426 Est. Cost $20.66 Unrealized
VECTREN CORP 0.1%
Value ($000) $875 Shares 12,158 Est. Cost $42.43 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $822 Shares 787 Est. Cost $31.95 Unrealized +67.9%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $780 Shares 5,217 Est. Cost $58.66 Unrealized +142.7%
IWM ISHARES TR 0.1%
Value ($000) $747 Shares 5,581 Est. Cost $122.56 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $701 Shares 5,214 Est. Cost $139.66 Unrealized
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $675 Shares 8,718 Est. Cost $38.93 Unrealized +66.1%
BP BP PLC 0.1%
Value ($000) $660 Shares 17,408 Est. Cost $41.34 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $639 Shares 11,140 Est. Cost $62.14 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $579 Shares 24,305 Est. Cost $24.44 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $578 Shares 4,185 Est. Cost $74.98 Unrealized +68.6%
BIV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $576 Shares 7,082 Est. Cost $81.33 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $560 Shares 6,472 Est. Cost $54.28 Unrealized
EPAM EPAM SYS INC 0.1%
Value ($000) $541 Shares 4,661 Est. Cost $122.70 Unrealized 0.0%
BAX BAXTER INTL INC 0.1%
Value ($000) $489 Shares 7,433 Est. Cost $33.41 Unrealized +76.4%
YUM YUM BRANDS INC 0.1%
Value ($000) $462 Shares 5,026 Est. Cost $38.51 Unrealized +103.6%
CSX CSX CORP 0.1%
Value ($000) $461 Shares 7,425 Est. Cost $7.79 Unrealized +168.1%
AMZN AMAZON COM INC 0.1%
Value ($000) $460 Shares 306 Est. Cost $46.96 Unrealized +77.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $445 Shares 7,455 Est. Cost $42.53 Unrealized +34.0%
XEL XCEL ENERGY INC 0.1%
Value ($000) $434 Shares 8,800 Est. Cost $26.01 Unrealized +54.9%
AAXJ ISHARES TR 0.1%
Value ($000) $425 Shares 6,693 Est. Cost $56.96 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $409 Shares 6,605 Est. Cost $34.26 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $403 Shares 10,350 Est. Cost $33.64 Unrealized -2.0%
IEI ISHARES TR 0.0%
Value ($000) $384 Shares 3,167 Est. Cost $120.04 Unrealized
INTU INTUIT 0.0%
Value ($000) $382 Shares 1,941 Est. Cost $55.80 Unrealized +255.8%
TORCHMARK CORP 0.0%
Value ($000) $379 Shares 5,091 Est. Cost $59.02 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $374 Shares 13,250 Est. Cost $22.66 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $370 Shares 2,825 Est. Cost $57.20 Unrealized +111.8%
INTC INTEL CORP 0.0%
Value ($000) $355 Shares 7,562 Est. Cost $21.41 Unrealized +87.7%
ABT ABBOTT LABS 0.0%
Value ($000) $355 Shares 4,909 Est. Cost $37.29 Unrealized +66.7%
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $331 Shares 5,214 Est. Cost $64.67 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $292 Shares 1,499 Est. Cost $114.00 Unrealized +37.6%
VOX VANGUARD WORLD FDS 0.0%
Value ($000) $291 Shares 3,927 Est. Cost $74.10 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $284 Shares 7,465 Est. Cost $41.52 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $284 Shares 1,261 Est. Cost $186.86 Unrealized +11.4%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $283 Shares 4,395 Est. Cost $48.53 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $275 Shares 3,211 Est. Cost $84.05 Unrealized +1.1%
KO COCA COLA CO 0.0%
Value ($000) $274 Shares 5,792 Est. Cost $27.24 Unrealized +41.0%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $268 Shares 1,670 Est. Cost $127.58 Unrealized
TIVO CORP 0.0%
Value ($000) $252 Shares 26,750 Est. Cost $13.16 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $248 Shares 3,938 Est. Cost $30.56 Unrealized +38.7%
HD HOME DEPOT INC 0.0%
Value ($000) $242 Shares 1,411 Est. Cost $56.37 Unrealized +166.8%
IWP ISHARES TR 0.0%
Value ($000) $240 Shares 2,113 Est. Cost $78.63 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $236 Shares 600 Est. Cost $103.46 Unrealized +22.4%
OXY OCCIDENTAL PETE CORP DEL 0.0%
Value ($000) $226 Shares 3,690 Est. Cost $56.38 Unrealized +5.6%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $204 Shares 4,020 Est. Cost $50.75 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $96 Shares 12,642 Est. Cost $22.38 Unrealized