WELCH & FORBES LLC Diversified Active

CIK: 0000105495 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 12, 2019

Total Value ($000): $4,107,783 (100.0% shares, 0.0% debt)

Holdings (345)

V VISA INC 3.3%
Value ($000) $134,880 Shares 777,184 Est. Cost $59.76 Unrealized +161.6%
MSFT MICROSOFT CORP 2.9%
Value ($000) $119,824 Shares 894,473 Est. Cost $30.49 Unrealized +292.0%
SYK STRYKER CORP 2.7%
Value ($000) $109,451 Shares 532,398 Est. Cost $58.30 Unrealized +204.9%
AAPL APPLE INC 2.7%
Value ($000) $108,953 Shares 550,489 Est. Cost $26.25 Unrealized +77.6%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $103,011 Shares 739,601 Est. Cost $64.03 Unrealized +79.2%
DHR DANAHER CORPORATION 2.5%
Value ($000) $102,619 Shares 718,014 Est. Cost $27.02 Unrealized +325.4%
ANSYS INC 2.4%
Value ($000) $97,383 Shares 475,457 Est. Cost $94.54 Unrealized
UNITED TECHNOLOGIES CORP 2.3%
Value ($000) $94,880 Shares 728,728 Est. Cost $92.94 Unrealized
HD HOME DEPOT INC 2.2%
Value ($000) $90,479 Shares 435,055 Est. Cost $61.54 Unrealized +175.5%
PG PROCTER AND GAMBLE CO 2.2%
Value ($000) $90,153 Shares 822,184 Est. Cost $55.00 Unrealized +64.5%
KMX CARMAX INC 2.2%
Value ($000) $89,805 Shares 1,034,263 Est. Cost $45.87 Unrealized +70.5%
ORLY O REILLY AUTOMOTIVE INC NEW 2.1%
Value ($000) $88,283 Shares 239,044 Est. Cost $7.19 Unrealized +252.1%
PEP PEPSICO INC 1.9%
Value ($000) $78,955 Shares 602,112 Est. Cost $56.00 Unrealized +87.1%
FISV FISERV INC 1.9%
Value ($000) $77,714 Shares 852,503 Est. Cost $50.28 Unrealized +74.3%
ECL ECOLAB INC 1.8%
Value ($000) $75,739 Shares 383,606 Est. Cost $77.64 Unrealized +123.1%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $71,621 Shares 640,620 Est. Cost $43.68 Unrealized +110.7%
MCD MCDONALDS CORP 1.6%
Value ($000) $63,744 Shares 306,966 Est. Cost $72.20 Unrealized +135.1%
GOOG ALPHABET INC 1.5%
Value ($000) $63,093 Shares 58,370 Est. Cost $39.27 Unrealized +45.8%
MTD METTLER TOLEDO INTERNATIONAL 1.5%
Value ($000) $60,825 Shares 72,410 Est. Cost $269.36 Unrealized +180.0%
ROP ROPER TECHNOLOGIES INC 1.5%
Value ($000) $59,818 Shares 163,323 Est. Cost $166.35 Unrealized +105.2%
ABT ABBOTT LABS 1.3%
Value ($000) $52,583 Shares 625,242 Est. Cost $52.58 Unrealized +33.6%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $50,427 Shares 658,069 Est. Cost $53.69 Unrealized +5.9%
IDXX IDEXX LABS INC 1.2%
Value ($000) $49,727 Shares 180,611 Est. Cost $68.28 Unrealized +260.8%
CB CHUBB LIMITED 1.2%
Value ($000) $47,831 Shares 324,735 Est. Cost $119.20 Unrealized +8.5%
PAYX PAYCHEX INC 1.1%
Value ($000) $47,238 Shares 574,036 Est. Cost $25.02 Unrealized +178.1%
ADP AUTOMATIC DATA PROCESSING IN 1.1%
Value ($000) $44,004 Shares 266,152 Est. Cost $77.04 Unrealized +83.0%
MDY SPDR S&P MIDCAP 400 ETF TR 1.1%
Value ($000) $43,604 Shares 122,970 Est. Cost $266.18 Unrealized
INTC INTEL CORP 1.0%
Value ($000) $40,366 Shares 843,241 Est. Cost $17.97 Unrealized +139.8%
EMLP FIRST TR EXCHANGE TRADED FD 1.0%
Value ($000) $40,081 Shares 1,593,710 Est. Cost $23.76 Unrealized
RAYTHEON CO 1.0%
Value ($000) $40,039 Shares 230,268 Est. Cost $103.62 Unrealized
CVX CHEVRON CORP NEW 1.0%
Value ($000) $39,143 Shares 314,552 Est. Cost $72.02 Unrealized +25.3%
META FACEBOOK INC 0.9%
Value ($000) $39,010 Shares 202,125 Est. Cost $112.73 Unrealized +61.0%
PFE PFIZER INC 0.9%
Value ($000) $38,969 Shares 899,561 Est. Cost $16.46 Unrealized +77.6%
MRK MERCK & CO INC 0.9%
Value ($000) $38,031 Shares 453,566 Est. Cost $30.22 Unrealized +105.6%
AFL AFLAC INC 0.9%
Value ($000) $37,010 Shares 675,227 Est. Cost $36.80 Unrealized +19.8%
RMD RESMED INC 0.9%
Value ($000) $36,926 Shares 302,596 Est. Cost $48.07 Unrealized +117.5%
CMCSA COMCAST CORP NEW 0.8%
Value ($000) $34,733 Shares 821,497 Est. Cost $27.77 Unrealized +28.0%
MMM 3M CO 0.8%
Value ($000) $34,594 Shares 199,578 Est. Cost $61.26 Unrealized +96.9%
WFC WELLS FARGO CO NEW 0.8%
Value ($000) $33,550 Shares 709,031 Est. Cost $28.87 Unrealized +35.4%
NVDA NVIDIA CORP 0.8%
Value ($000) $32,879 Shares 200,200 Est. Cost $0.65 Unrealized +529.3%
TJX TJX COS INC NEW 0.8%
Value ($000) $32,838 Shares 620,995 Est. Cost $35.07 Unrealized +38.8%
VRTX VERTEX PHARMACEUTICALS INC 0.8%
Value ($000) $32,261 Shares 175,927 Est. Cost $76.15 Unrealized +129.6%
ABBV ABBVIE INC 0.8%
Value ($000) $31,899 Shares 438,648 Est. Cost $78.53 Unrealized -24.4%
AMP AMERIPRISE FINL INC 0.8%
Value ($000) $31,164 Shares 214,692 Est. Cost $96.15 Unrealized +33.5%
IRM IRON MTN INC NEW 0.7%
Value ($000) $29,634 Shares 946,773 Est. Cost $20.80 Unrealized +10.9%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $29,615 Shares 112,067 Est. Cost $92.13 Unrealized +145.9%
CHD CHURCH & DWIGHT INC 0.7%
Value ($000) $28,678 Shares 392,536 Est. Cost $38.65 Unrealized +77.8%
SWK STANLEY BLACK & DECKER INC 0.7%
Value ($000) $27,838 Shares 192,502 Est. Cost $98.23 Unrealized +17.9%
FTV FORTIVE CORP 0.6%
Value ($000) $26,655 Shares 326,979 Est. Cost $32.28 Unrealized +56.4%
GOOGL ALPHABET INC 0.6%
Value ($000) $26,311 Shares 24,299 Est. Cost $39.68 Unrealized +44.8%
BKNG BOOKING HLDGS INC 0.6%
Value ($000) $26,273 Shares 14,015 Est. Cost $1929.51 Unrealized -8.4%
GLAXOSMITHKLINE PLC 0.6%
Value ($000) $26,151 Shares 653,435 Est. Cost $47.55 Unrealized
BAC BANK AMER CORP 0.6%
Value ($000) $24,084 Shares 830,485 Est. Cost $17.25 Unrealized +42.0%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $23,040 Shares 403,292 Est. Cost $27.37 Unrealized +46.3%
CSCO CISCO SYS INC 0.6%
Value ($000) $22,629 Shares 413,456 Est. Cost $19.37 Unrealized +133.3%
TD TORONTO DOMINION BK ONT 0.5%
Value ($000) $21,254 Shares 364,181 Est. Cost $43.40 Unrealized +29.6%
KO COCA COLA CO 0.5%
Value ($000) $21,183 Shares 416,014 Est. Cost $27.85 Unrealized +43.3%
EXPD EXPEDITORS INTL WASH INC 0.5%
Value ($000) $20,020 Shares 263,911 Est. Cost $31.69 Unrealized +119.6%
BDX BECTON DICKINSON & CO 0.5%
Value ($000) $19,376 Shares 76,884 Est. Cost $89.31 Unrealized +134.8%
AMZN AMAZON COM INC 0.5%
Value ($000) $18,915 Shares 9,989 Est. Cost $74.35 Unrealized +25.3%
LQD ISHARES TR 0.5%
Value ($000) $18,899 Shares 151,954 Est. Cost $114.22 Unrealized
DOV DOVER CORP 0.4%
Value ($000) $18,022 Shares 179,857 Est. Cost $40.61 Unrealized +114.7%
PFF ISHARES TR 0.4%
Value ($000) $17,813 Shares 483,379 Est. Cost $38.38 Unrealized
CGNX COGNEX CORP 0.4%
Value ($000) $17,434 Shares 363,369 Est. Cost $33.46 Unrealized +34.8%
OMC OMNICOM GROUP INC 0.4%
Value ($000) $17,421 Shares 212,572 Est. Cost $51.24 Unrealized +21.0%
FTSL FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $17,309 Shares 367,337 Est. Cost $48.29 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.4%
Value ($000) $16,987 Shares 395,220 Est. Cost $13.03 Unrealized +195.2%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $16,929 Shares 57,644 Est. Cost $191.91 Unrealized +41.1%
EW EDWARDS LIFESCIENCES CORP 0.4%
Value ($000) $16,775 Shares 90,805 Est. Cost $18.66 Unrealized +224.1%
HOSPITALITY PPTYS TR 0.4%
Value ($000) $16,629 Shares 665,115 Est. Cost $26.32 Unrealized
USB US BANCORP DEL 0.4%
Value ($000) $16,361 Shares 312,228 Est. Cost $24.10 Unrealized +61.6%
LINDE PLC 0.4%
Value ($000) $16,290 Shares 81,122 Est. Cost $175.93 Unrealized
T AT&T INC 0.4%
Value ($000) $16,130 Shares 481,348 Est. Cost $15.48 Unrealized -2.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $16,010 Shares 75,106 Est. Cost $111.35 Unrealized +85.8%
VLO VALERO ENERGY CORP NEW 0.4%
Value ($000) $15,489 Shares 180,928 Est. Cost $68.33 Unrealized -7.8%
ADBE ADOBE INC 0.4%
Value ($000) $14,853 Shares 50,410 Est. Cost $241.81 Unrealized +14.9%
LLY LILLY ELI & CO 0.4%
Value ($000) $14,795 Shares 133,544 Est. Cost $42.13 Unrealized +156.3%
MDT MEDTRONIC PLC 0.3%
Value ($000) $14,185 Shares 145,657 Est. Cost $76.15 Unrealized +0.1%
KAYNE ANDERSN MLP MIDS INVT 0.3%
Value ($000) $14,145 Shares 923,883 Est. Cost $37.85 Unrealized
MZTI LANCASTER COLONY CORP 0.3%
Value ($000) $13,919 Shares 93,670 Est. Cost $80.98 Unrealized +85.0%
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $13,840 Shares 152,525 Est. Cost $62.05 Unrealized +28.6%
WMT WALMART INC 0.3%
Value ($000) $13,539 Shares 122,535 Est. Cost $20.46 Unrealized +53.0%
BALL BALL CORP 0.3%
Value ($000) $12,905 Shares 184,376 Est. Cost $49.82 Unrealized +15.6%
QCOM QUALCOMM INC 0.3%
Value ($000) $12,779 Shares 167,979 Est. Cost $45.19 Unrealized +38.8%
SYY SYSCO CORP 0.3%
Value ($000) $12,746 Shares 180,227 Est. Cost $25.11 Unrealized +137.2%
STT STATE STR CORP 0.3%
Value ($000) $12,255 Shares 218,608 Est. Cost $45.63 Unrealized +9.6%
CMI CUMMINS INC 0.3%
Value ($000) $12,050 Shares 70,324 Est. Cost $111.05 Unrealized +24.4%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $12,005 Shares 97,249 Est. Cost $74.93 Unrealized +43.4%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $11,996 Shares 86,992 Est. Cost $118.94 Unrealized -17.1%
STZ CONSTELLATION BRANDS INC 0.3%
Value ($000) $11,337 Shares 57,564 Est. Cost $188.22 Unrealized -6.9%
EMR EMERSON ELEC CO 0.3%
Value ($000) $11,270 Shares 168,921 Est. Cost $40.52 Unrealized +41.8%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $10,937 Shares 48,311 Est. Cost $111.65 Unrealized +57.9%
WSO WATSCO INC 0.3%
Value ($000) $10,901 Shares 66,655 Est. Cost $149.91 Unrealized +4.8%
CHKP CHECK POINT SOFTWARE TECH LT 0.3%
Value ($000) $10,799 Shares 93,408 Est. Cost $113.75 Unrealized +3.8%
DIS DISNEY WALT CO 0.3%
Value ($000) $10,560 Shares 75,615 Est. Cost $63.70 Unrealized +101.0%
VEA VANGUARD TAX MANAGED INTL FD 0.3%
Value ($000) $10,492 Shares 251,544 Est. Cost $39.38 Unrealized
SU SUNCOR ENERGY INC NEW 0.3%
Value ($000) $10,278 Shares 329,862 Est. Cost $20.37 Unrealized +20.7%
CTAS CINTAS CORP 0.2%
Value ($000) $10,254 Shares 43,217 Est. Cost $13.32 Unrealized +288.8%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $9,945 Shares 250,265 Est. Cost $55.15 Unrealized -39.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $9,864 Shares 33,667 Est. Cost $206.03 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.2%
Value ($000) $9,242 Shares 112,268 Est. Cost $67.59 Unrealized +23.0%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $9,206 Shares 203,004 Est. Cost $34.23 Unrealized +5.5%
CVGW CALAVO GROWERS INC 0.2%
Value ($000) $8,902 Shares 92,022 Est. Cost $64.47 Unrealized +26.6%
SBUX STARBUCKS CORP 0.2%
Value ($000) $8,889 Shares 106,039 Est. Cost $38.67 Unrealized +75.7%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $7,724 Shares 74,796 Est. Cost $56.68 Unrealized +41.4%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $7,708 Shares 87,345 Est. Cost $44.12 Unrealized +53.6%
NVS NOVARTIS A G 0.2%
Value ($000) $7,551 Shares 82,693 Est. Cost $74.95 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $7,496 Shares 110,963 Est. Cost $39.92 Unrealized +27.3%
IGSB ISHARES TR 0.2%
Value ($000) $7,285 Shares 136,317 Est. Cost $79.66 Unrealized
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $7,244 Shares 66,585 Est. Cost $11.40 Unrealized +63.5%
CVS CVS HEALTH CORP 0.2%
Value ($000) $7,093 Shares 130,161 Est. Cost $49.22 Unrealized -11.5%
ORCL ORACLE CORP 0.2%
Value ($000) $7,011 Shares 123,052 Est. Cost $30.00 Unrealized +63.9%
COP CONOCOPHILLIPS 0.2%
Value ($000) $6,957 Shares 114,038 Est. Cost $42.75 Unrealized +15.2%
MIDD MIDDLEBY CORP 0.2%
Value ($000) $6,913 Shares 50,934 Est. Cost $114.07 Unrealized +17.9%
GENERAL ELECTRIC CO 0.2%
Value ($000) $6,783 Shares 645,949 Est. Cost $23.28 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.2%
Value ($000) $6,737 Shares 76,909 Est. Cost $75.53 Unrealized +1.7%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $6,651 Shares 92,810 Est. Cost $47.69 Unrealized +27.5%
AMGN AMGEN INC 0.2%
Value ($000) $6,279 Shares 34,076 Est. Cost $114.56 Unrealized +27.6%
EOG EOG RES INC 0.2%
Value ($000) $6,197 Shares 66,523 Est. Cost $65.55 Unrealized +7.3%
IWM ISHARES TR 0.1%
Value ($000) $6,114 Shares 39,325 Est. Cost $119.64 Unrealized
BIV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $5,827 Shares 67,367 Est. Cost $83.49 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $5,717 Shares 112,118 Est. Cost $45.58 Unrealized
BP BP PLC 0.1%
Value ($000) $5,646 Shares 135,383 Est. Cost $37.37 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $5,173 Shares 37,957 Est. Cost $61.55 Unrealized +86.3%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $5,116 Shares 11,164 Est. Cost $53.48 Unrealized +163.5%
TIFFANY & CO NEW 0.1%
Value ($000) $5,116 Shares 54,640 Est. Cost $86.42 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $4,989 Shares 94,999 Est. Cost $32.25 Unrealized +27.8%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $4,890 Shares 36,687 Est. Cost $65.08 Unrealized +57.0%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $4,743 Shares 28,047 Est. Cost $70.82 Unrealized +108.7%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $4,486 Shares 11,353 Est. Cost $215.58 Unrealized +73.8%
HAIN HAIN CELESTIAL GROUP INC 0.1%
Value ($000) $4,394 Shares 200,635 Est. Cost $27.26 Unrealized -19.5%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $4,305 Shares 78,425 Est. Cost $57.28 Unrealized
NWL NEWELL BRANDS INC 0.1%
Value ($000) $4,097 Shares 265,699 Est. Cost $15.91 Unrealized -31.1%
VSS VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $3,993 Shares 37,930 Est. Cost $116.09 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $3,987 Shares 72,928 Est. Cost $76.59 Unrealized
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $3,856 Shares 48,247 Est. Cost $17.13 Unrealized +270.5%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $3,727 Shares 32,476 Est. Cost $34.25 Unrealized +170.8%
BA BOEING CO 0.1%
Value ($000) $3,675 Shares 10,097 Est. Cost $95.95 Unrealized +272.3%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $3,567 Shares 40,301 Est. Cost $105.44 Unrealized
DXJ WISDOMTREE TR 0.1%
Value ($000) $3,546 Shares 72,807 Est. Cost $48.75 Unrealized
RPM RPM INTL INC 0.1%
Value ($000) $3,528 Shares 57,730 Est. Cost $57.79 Unrealized +2.2%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $3,524 Shares 82,861 Est. Cost $42.24 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $3,481 Shares 18,843 Est. Cost $144.88 Unrealized +13.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $3,469 Shares 16,935 Est. Cost $17.21 Unrealized +142.8%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $3,345 Shares 29,636 Est. Cost $61.94 Unrealized +54.9%
MA MASTERCARD INC 0.1%
Value ($000) $3,343 Shares 12,639 Est. Cost $155.10 Unrealized +55.6%
ICLR ICON PLC 0.1%
Value ($000) $3,266 Shares 21,210 Est. Cost $114.70 Unrealized +22.3%
MORN MORNINGSTAR INC 0.1%
Value ($000) $3,104 Shares 21,463 Est. Cost $69.32 Unrealized +99.1%
CF CF INDS HLDGS INC 0.1%
Value ($000) $3,102 Shares 66,417 Est. Cost $36.58 Unrealized +0.7%
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value ($000) $3,044 Shares 25,858 Est. Cost $67.88 Unrealized +63.4%
IWO ISHARES TR 0.1%
Value ($000) $2,913 Shares 14,499 Est. Cost $162.46 Unrealized
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $2,793 Shares 56,900 Est. Cost $27.74 Unrealized +39.8%
MCO MOODYS CORP 0.1%
Value ($000) $2,709 Shares 13,868 Est. Cost $53.10 Unrealized +237.9%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $2,676 Shares 8,281 Est. Cost $78.59 Unrealized +240.1%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $2,556 Shares 16,957 Est. Cost $55.80 Unrealized +130.4%
ISHARES GOLD TRUST 0.1%
Value ($000) $2,530 Shares 187,406 Est. Cost $11.87 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $2,525 Shares 25,018 Est. Cost $42.49 Unrealized +119.9%
EEM ISHARES TR 0.1%
Value ($000) $2,469 Shares 57,517 Est. Cost $39.70 Unrealized
CI CIGNA CORP NEW 0.1%
Value ($000) $2,378 Shares 15,091 Est. Cost $190.77 Unrealized -24.9%
SDY SPDR SERIES TRUST 0.1%
Value ($000) $2,275 Shares 22,548 Est. Cost $100.90 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $2,097 Shares 31,898 Est. Cost $60.94 Unrealized
ANADARKO PETE CORP 0.1%
Value ($000) $2,094 Shares 29,675 Est. Cost $67.93 Unrealized
VARIAN MED SYS INC 0.0%
Value ($000) $2,042 Shares 15,001 Est. Cost $68.56 Unrealized
CELGENE CORP 0.0%
Value ($000) $1,906 Shares 20,607 Est. Cost $111.21 Unrealized
STERICYCLE INC 0.0%
Value ($000) $1,906 Shares 39,912 Est. Cost $110.43 Unrealized
NKE NIKE INC 0.0%
Value ($000) $1,873 Shares 22,311 Est. Cost $66.18 Unrealized +16.5%
HON HONEYWELL INTL INC 0.0%
Value ($000) $1,862 Shares 10,666 Est. Cost $80.18 Unrealized +72.9%
XMUIX BLACKROCK MUNI INTER DR FD I 0.0%
Value ($000) $1,786 Shares 127,150 Est. Cost $14.72 Unrealized
BSV VANGUARD BD INDEX FD INC 0.0%
Value ($000) $1,747 Shares 21,700 Est. Cost $79.89 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $1,735 Shares 14,965 Est. Cost $79.06 Unrealized +23.3%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1,726 Shares 17,300 Est. Cost $36.43 Unrealized +136.9%
APERGY CORP 0.0%
Value ($000) $1,693 Shares 50,483 Est. Cost $41.74 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $1,683 Shares 42,888 Est. Cost $15.11 Unrealized +129.0%
OZK BANK OZK 0.0%
Value ($000) $1,639 Shares 54,478 Est. Cost $26.85 Unrealized -10.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $1,624 Shares 20,679 Est. Cost $51.24 Unrealized +13.7%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $1,593 Shares 8,533 Est. Cost $171.94 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $1,582 Shares 34,230 Est. Cost $44.70 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $1,570 Shares 15,770 Est. Cost $73.72 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $1,541 Shares 24,965 Est. Cost $48.93 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $1,535 Shares 4,222 Est. Cost $183.55 Unrealized +52.4%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $1,529 Shares 16,531 Est. Cost $58.06 Unrealized +39.6%
IJH ISHARES TR 0.0%
Value ($000) $1,522 Shares 7,838 Est. Cost $166.88 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $1,500 Shares 7,333 Est. Cost $103.12 Unrealized +63.1%
SUNTRUST BKS INC 0.0%
Value ($000) $1,500 Shares 23,857 Est. Cost $34.31 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $1,487 Shares 12,992 Est. Cost $39.69 Unrealized +178.6%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $1,476 Shares 66,430 Est. Cost $38.90 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $1,355 Shares 20,825 Est. Cost $64.16 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1,349 Shares 9,825 Est. Cost $59.70 Unrealized +74.4%
FTSM FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,335 Shares 22,244 Est. Cost $60.00 Unrealized
DOW DOW INC 0.0%
Value ($000) $1,315 Shares 26,661 Est. Cost $36.37 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $1,278 Shares 4,891 Est. Cost $159.49 Unrealized +52.6%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $1,265 Shares 4,700 Est. Cost $211.54 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $1,247 Shares 14,962 Est. Cost $34.32 Unrealized +89.3%
IVV ISHARES TR 0.0%
Value ($000) $1,232 Shares 4,182 Est. Cost $242.34 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1,200 Shares 7,082 Est. Cost $119.61 Unrealized
IT GARTNER INC 0.0%
Value ($000) $1,162 Shares 7,222 Est. Cost $59.25 Unrealized +163.9%
DE DEERE & CO 0.0%
Value ($000) $1,159 Shares 6,994 Est. Cost $84.12 Unrealized +68.1%
BKLN INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $1,156 Shares 51,045 Est. Cost $22.90 Unrealized
CPRT COPART INC 0.0%
Value ($000) $1,154 Shares 15,440 Est. Cost $5.95 Unrealized +188.4%
OEF ISHARES TR 0.0%
Value ($000) $1,091 Shares 8,419 Est. Cost $74.82 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $1,078 Shares 22,771 Est. Cost $34.27 Unrealized -9.8%
IWB ISHARES TR 0.0%
Value ($000) $1,077 Shares 6,620 Est. Cost $96.29 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $1,077 Shares 8,040 Est. Cost $87.16 Unrealized +46.5%
DEO DIAGEO P L C 0.0%
Value ($000) $1,038 Shares 6,027 Est. Cost $140.06 Unrealized
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $1,019 Shares 17,473 Est. Cost $58.93 Unrealized -8.8%
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $978 Shares 63,106 Est. Cost $17.12 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $973 Shares 10,399 Est. Cost $45.89 Unrealized +49.3%
AVGO BROADCOM INC 0.0%
Value ($000) $972 Shares 3,379 Est. Cost $19.73 Unrealized +23.6%
VNO VORNADO RLTY TR 0.0%
Value ($000) $964 Shares 15,036 Est. Cost $82.82 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $963 Shares 4,475 Est. Cost $103.66 Unrealized +110.8%
MET METLIFE INC 0.0%
Value ($000) $934 Shares 18,785 Est. Cost $26.23 Unrealized +43.3%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $922 Shares 4,048 Est. Cost $98.65 Unrealized +109.4%
U S SILICA HLDGS INC 0.0%
Value ($000) $909 Shares 71,050 Est. Cost $10.19 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $901 Shares 8,861 Est. Cost $58.99 Unrealized +41.5%
CSL CARLISLE COS INC 0.0%
Value ($000) $861 Shares 6,135 Est. Cost $124.05 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $853 Shares 6,681 Est. Cost $46.17 Unrealized +132.9%
XYL XYLEM INC 0.0%
Value ($000) $811 Shares 9,692 Est. Cost $33.41 Unrealized +120.3%
TIP ISHARES TR 0.0%
Value ($000) $804 Shares 6,971 Est. Cost $113.56 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $778 Shares 8,344 Est. Cost $59.61 Unrealized +43.2%
UNILEVER PLC 0.0%
Value ($000) $771 Shares 12,440 Est. Cost $55.55 Unrealized
NORDSTROM INC 0.0%
Value ($000) $765 Shares 24,000 Est. Cost $44.10 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $762 Shares 3,360 Est. Cost $94.79 Unrealized +112.4%
ALLERGAN PLC 0.0%
Value ($000) $759 Shares 4,528 Est. Cost $163.57 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $758 Shares 14,065 Est. Cost $25.81 Unrealized +70.9%
MPC MARATHON PETE CORP 0.0%
Value ($000) $743 Shares 13,300 Est. Cost $32.12 Unrealized +37.8%
WDAY WORKDAY INC 0.0%
Value ($000) $723 Shares 3,517 Est. Cost $91.54 Unrealized +120.6%
SO SOUTHERN CO 0.0%
Value ($000) $702 Shares 12,694 Est. Cost $30.33 Unrealized +36.3%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $698 Shares 2,859 Est. Cost $134.27 Unrealized +60.5%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $695 Shares 14,760 Est. Cost $52.67 Unrealized -27.6%
MTUM ISHARES TR 0.0%
Value ($000) $690 Shares 5,820 Est. Cost $90.26 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $689 Shares 12,328 Est. Cost $72.34 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $682 Shares 12,850 Est. Cost $46.02 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $678 Shares 23,470 Est. Cost $46.09 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $678 Shares 5,198 Est. Cost $79.33 Unrealized +37.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $671 Shares 8,859 Est. Cost $40.64 Unrealized +42.3%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $669 Shares 42,423 Est. Cost $15.89 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $668 Shares 1,275 Est. Cost $102.15 Unrealized +67.7%
EWJ ISHARES INC 0.0%
Value ($000) $664 Shares 12,166 Est. Cost $59.99 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $647 Shares 4,115 Est. Cost $93.51 Unrealized
EATON VANCE CORP 0.0%
Value ($000) $644 Shares 14,914 Est. Cost $39.23 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $639 Shares 7,096 Est. Cost $41.88 Unrealized +79.1%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $637 Shares 5,519 Est. Cost $38.69 Unrealized +151.3%
ROST ROSS STORES INC 0.0%
Value ($000) $619 Shares 6,243 Est. Cost $50.67 Unrealized +80.2%
BIIB BIOGEN INC 0.0%
Value ($000) $603 Shares 2,581 Est. Cost $313.34 Unrealized -26.3%
TGT TARGET CORP 0.0%
Value ($000) $599 Shares 6,916 Est. Cost $43.22 Unrealized +56.7%
AQUA AMERICA INC 0.0%
Value ($000) $587 Shares 14,187 Est. Cost $30.02 Unrealized
BB&T CORP 0.0%
Value ($000) $565 Shares 11,495 Est. Cost $46.18 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $550 Shares 4,100 Est. Cost $71.21 Unrealized +53.0%
CRM SALESFORCE COM INC 0.0%
Value ($000) $547 Shares 3,604 Est. Cost $99.05 Unrealized +56.3%
IWD ISHARES TR 0.0%
Value ($000) $546 Shares 4,285 Est. Cost $115.29 Unrealized
BNS BANK N S HALIFAX 0.0%
Value ($000) $538 Shares 9,900 Est. Cost $34.36 Unrealized +8.9%
VIG VANGUARD GROUP 0.0%
Value ($000) $531 Shares 4,610 Est. Cost $103.06 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $528 Shares 1,433 Est. Cost $238.64 Unrealized +32.3%
WEX WEX INC 0.0%
Value ($000) $525 Shares 2,525 Est. Cost $150.30 Unrealized +33.9%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $522 Shares 5,460 Est. Cost $48.94 Unrealized +79.9%
BEN FRANKLIN RES INC 0.0%
Value ($000) $522 Shares 15,000 Est. Cost $26.11 Unrealized -5.6%
PPG PPG INDS INC 0.0%
Value ($000) $512 Shares 4,386 Est. Cost $84.78 Unrealized +18.4%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $485 Shares 2,668 Est. Cost $122.76 Unrealized +20.3%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $483 Shares 3,085 Est. Cost $104.87 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $476 Shares 6,371 Est. Cost $42.39 Unrealized +66.8%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $470 Shares 9,205 Est. Cost $49.29 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $469 Shares 3,139 Est. Cost $92.23 Unrealized +35.5%
MOO VANECK VECTORS ETF TR 0.0%
Value ($000) $464 Shares 6,950 Est. Cost $48.02 Unrealized
UNILEVER N V 0.0%
Value ($000) $455 Shares 7,493 Est. Cost $39.57 Unrealized
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $453 Shares 443 Est. Cost $926.90 Unrealized +3.8%
BLACKROCK INC 0.0%
Value ($000) $451 Shares 960 Est. Cost $343.72 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $450 Shares 1,500 Est. Cost $14.55 Unrealized +78.9%
PTC PTC INC 0.0%
Value ($000) $449 Shares 5,000 Est. Cost $41.61 Unrealized +115.4%
AGG ISHARES TR 0.0%
Value ($000) $445 Shares 3,991 Est. Cost $107.78 Unrealized
CSX CSX CORP 0.0%
Value ($000) $441 Shares 5,700 Est. Cost $7.72 Unrealized +205.2%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $434 Shares 2,128 Est. Cost $24.22 Unrealized +54.5%
TAN INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $422 Shares 14,900 Est. Cost $23.03 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $416 Shares 11,529 Est. Cost $21.30 Unrealized +10.3%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $412 Shares 7,399 Est. Cost $32.06 Unrealized +42.2%
IJR ISHARES TR 0.0%
Value ($000) $411 Shares 5,252 Est. Cost $78.10 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $409 Shares 5,284 Est. Cost $43.79 Unrealized +29.8%
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value ($000) $401 Shares 4,361 Est. Cost $135.62 Unrealized -28.7%
WLY WILEY JOHN & SONS INC 0.0%
Value ($000) $395 Shares 8,607 Est. Cost $29.35 Unrealized +23.8%
FRCB FIRST REP BK SAN FRANCISCO C 0.0%
Value ($000) $394 Shares 4,031 Est. Cost $78.18 Unrealized +25.7%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $391 Shares 6,074 Est. Cost $28.51 Unrealized +64.3%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $388 Shares 2,329 Est. Cost $93.17 Unrealized +48.0%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $381 Shares 3,000 Est. Cost $66.09 Unrealized +69.0%
SPDR SERIES TRUST 0.0%
Value ($000) $380 Shares 5,625 Est. Cost $87.44 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $380 Shares 3,600 Est. Cost $58.13 Unrealized +49.8%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $373 Shares 10,460 Est. Cost $30.21 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $373 Shares 6,335 Est. Cost $29.75 Unrealized +59.9%
BAX BAXTER INTL INC 0.0%
Value ($000) $369 Shares 4,500 Est. Cost $31.59 Unrealized +116.8%
VFC V F CORP 0.0%
Value ($000) $363 Shares 4,161 Est. Cost $76.60 Unrealized +12.5%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $362 Shares 5,660 Est. Cost $63.39 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $360 Shares 7,274 Est. Cost $41.09 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $338 Shares 1,990 Est. Cost $73.87 Unrealized +81.2%
SLF SUN LIFE FINL INC 0.0%
Value ($000) $338 Shares 8,177 Est. Cost $28.59 Unrealized +40.5%
FAST FASTENAL CO 0.0%
Value ($000) $337 Shares 10,330 Est. Cost $11.21 Unrealized +24.3%
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $332 Shares 25,100 Est. Cost $13.23 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $328 Shares 2,810 Est. Cost $114.29 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $326 Shares 5,730 Est. Cost $73.98 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $318 Shares 6,250 Est. Cost $50.86 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $318 Shares 4,800 Est. Cost $36.53 Unrealized +49.0%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $317 Shares 1,893 Est. Cost $154.91 Unrealized
NWN NORTHWEST NAT HLDG CO 0.0%
Value ($000) $303 Shares 4,356 Est. Cost $66.85 Unrealized +1.2%
HIFS HINGHAM INSTN SVGS MASS 0.0%
Value ($000) $297 Shares 1,500 Est. Cost $118.30 Unrealized +44.1%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $293 Shares 3,334 Est. Cost $68.23 Unrealized 0.0%
WAB WABTEC CORP 0.0%
Value ($000) $293 Shares 4,097 Est. Cost $69.17 Unrealized -1.5%
HUBS HUBSPOT INC 0.0%
Value ($000) $291 Shares 1,706 Est. Cost $104.22 Unrealized +67.5%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $287 Shares 6,400 Est. Cost $35.05 Unrealized +12.3%
IVW ISHARES TR 0.0%
Value ($000) $285 Shares 1,590 Est. Cost $152.46 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $278 Shares 3,375 Est. Cost $99.65 Unrealized -13.7%
TORCHMARK CORP 0.0%
Value ($000) $271 Shares 3,025 Est. Cost $61.84 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $268 Shares 2,425 Est. Cost $91.91 Unrealized 0.0%
NTAP NETAPP INC 0.0%
Value ($000) $268 Shares 4,344 Est. Cost $40.54 Unrealized +38.4%
EBAY EBAY INC 0.0%
Value ($000) $267 Shares 6,750 Est. Cost $30.92 Unrealized +8.7%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $262 Shares 3,362 Est. Cost $64.37 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $260 Shares 1,150 Est. Cost $177.64 Unrealized
KELLOGG CO 0.0%
Value ($000) $257 Shares 4,789 Est. Cost $41.22 Unrealized +1.1%
TWITTER INC 0.0%
Value ($000) $251 Shares 7,200 Est. Cost $34.86 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $244 Shares 6,100 Est. Cost $30.86 Unrealized +2.4%
NFLX NETFLIX INC 0.0%
Value ($000) $242 Shares 660 Est. Cost $34.09 Unrealized +5.8%
IBB ISHARES TR 0.0%
Value ($000) $242 Shares 2,220 Est. Cost $174.32 Unrealized
HAE HAEMONETICS CORP 0.0%
Value ($000) $241 Shares 2,000 Est. Cost $98.39 Unrealized 0.0%
LDOS LEIDOS HLDGS INC 0.0%
Value ($000) $240 Shares 3,000 Est. Cost $66.70 Unrealized 0.0%
FDN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $234 Shares 1,627 Est. Cost $138.91 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $232 Shares 1,923 Est. Cost $131.57 Unrealized
MOAT VANECK VECTORS ETF TR 0.0%
Value ($000) $225 Shares 4,675 Est. Cost $37.62 Unrealized
ITT ITT INC 0.0%
Value ($000) $223 Shares 3,400 Est. Cost $61.08 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $222 Shares 10,657 Est. Cost $17.24 Unrealized -8.8%
SRE SEMPRA ENERGY 0.0%
Value ($000) $220 Shares 1,603 Est. Cost $47.14 Unrealized +12.1%
DMLP DORCHESTER MINERALS LP 0.0%
Value ($000) $220 Shares 12,000 Est. Cost $24.50 Unrealized
VERSUM MATLS INC 0.0%
Value ($000) $218 Shares 4,231 Est. Cost $28.07 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $216 Shares 1,000 Est. Cost $198.07 Unrealized +9.5%
WELL WELLTOWER INC 0.0%
Value ($000) $215 Shares 2,640 Est. Cost $60.30 Unrealized +6.1%
MAN MANPOWERGROUP INC 0.0%
Value ($000) $215 Shares 2,230 Est. Cost $91.10 Unrealized 0.0%
QTEC FIRST TR NASDAQ100 TECH INDE 0.0%
Value ($000) $213 Shares 2,493 Est. Cost $82.23 Unrealized
SVB FINL GROUP 0.0%
Value ($000) $213 Shares 950 Est. Cost $221.87 Unrealized
INDB INDEPENDENT BANK CORP MASS 0.0%
Value ($000) $210 Shares 2,756 Est. Cost $63.75 Unrealized -1.2%
BLACKSTONE GROUP L P 0.0%
Value ($000) $209 Shares 4,700 Est. Cost $44.47 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $208 Shares 776 Est. Cost $184.63 Unrealized +39.5%
HAL HALLIBURTON CO 0.0%
Value ($000) $205 Shares 9,000 Est. Cost $32.52 Unrealized -30.2%
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $196 Shares 17,264 Est. Cost $10.10 Unrealized
KN KNOWLES CORP 0.0%
Value ($000) $187 Shares 10,208 Est. Cost $30.49 Unrealized -42.2%
SIRIUS XM HLDGS INC 0.0%
Value ($000) $173 Shares 31,000 Est. Cost $6.31 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $159 Shares 10,657 Est. Cost $13.02 Unrealized -5.9%
FORM FORMFACTOR INC 0.0%
Value ($000) $157 Shares 10,000 Est. Cost $6.99 Unrealized +134.3%
ALPS ETF TR 0.0%
Value ($000) $111 Shares 11,264 Est. Cost $8.69 Unrealized
EATON VANCE TAX MNGD GBL DV 0.0%
Value ($000) $96 Shares 11,500 Est. Cost $9.48 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $23 Shares 10,250 Est. Cost $1.91 Unrealized +30.1%