WELCH & FORBES LLC Diversified Active

CIK: 0000105495 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 17, 2020

Total Value ($000): $4,494,581 (100.0% shares, 0.0% debt)

Holdings (351)

AAPL APPLE INC 3.5%
Value ($000) $157,533 Shares 536,463 Est. Cost $26.25 Unrealized +136.3%
MSFT MICROSOFT CORP 3.3%
Value ($000) $148,697 Shares 942,913 Est. Cost $34.74 Unrealized +300.7%
V VISA INC 3.2%
Value ($000) $143,272 Shares 762,487 Est. Cost $59.76 Unrealized +188.8%
ANSYS INC 2.7%
Value ($000) $119,257 Shares 463,292 Est. Cost $94.54 Unrealized
SYK STRYKER CORP 2.5%
Value ($000) $110,203 Shares 524,924 Est. Cost $58.30 Unrealized +233.1%
DHR DANAHER CORPORATION 2.4%
Value ($000) $109,936 Shares 716,293 Est. Cost $27.02 Unrealized +355.2%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $107,839 Shares 739,276 Est. Cost $64.03 Unrealized +78.2%
UNITED TECHNOLOGIES CORP 2.4%
Value ($000) $106,398 Shares 710,458 Est. Cost $92.94 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW 2.3%
Value ($000) $102,406 Shares 233,666 Est. Cost $7.19 Unrealized +297.7%
PG PROCTER & GAMBLE CO 2.2%
Value ($000) $100,880 Shares 807,683 Est. Cost $55.00 Unrealized +91.3%
FISV FISERV INC 2.1%
Value ($000) $95,487 Shares 825,793 Est. Cost $50.28 Unrealized +119.6%
HD HOME DEPOT INC 2.1%
Value ($000) $94,334 Shares 431,967 Est. Cost $61.54 Unrealized +216.9%
KMX CARMAX INC 2.0%
Value ($000) $90,308 Shares 1,030,090 Est. Cost $45.87 Unrealized +105.1%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $90,170 Shares 646,843 Est. Cost $43.68 Unrealized +148.8%
PEP PEPSICO INC 1.8%
Value ($000) $81,293 Shares 594,811 Est. Cost $56.00 Unrealized +101.4%
GOOG ALPHABET INC 1.7%
Value ($000) $78,012 Shares 58,348 Est. Cost $39.27 Unrealized +63.1%
ECL ECOLAB INC 1.6%
Value ($000) $73,614 Shares 381,438 Est. Cost $77.64 Unrealized +128.8%
MCD MCDONALDS CORP 1.3%
Value ($000) $59,521 Shares 301,203 Est. Cost $72.20 Unrealized +138.1%
ROP ROPER TECHNOLOGIES INC 1.3%
Value ($000) $58,627 Shares 165,507 Est. Cost $168.23 Unrealized +98.0%
MTD METTLER TOLEDO INTERNATIONAL 1.3%
Value ($000) $57,852 Shares 72,928 Est. Cost $275.68 Unrealized +161.9%
ABT ABBOTT LABS 1.2%
Value ($000) $56,000 Shares 644,712 Est. Cost $53.05 Unrealized +41.9%
CB CHUBB LIMITED 1.2%
Value ($000) $52,407 Shares 336,677 Est. Cost $119.90 Unrealized +15.5%
IDXX IDEXX LABS INC 1.0%
Value ($000) $47,187 Shares 180,707 Est. Cost $68.28 Unrealized +285.9%
PAYX PAYCHEX INC 1.0%
Value ($000) $47,070 Shares 553,366 Est. Cost $25.02 Unrealized +182.5%
NVDA NVIDIA CORP 1.0%
Value ($000) $46,559 Shares 197,874 Est. Cost $0.65 Unrealized +691.5%
RAYTHEON CO 1.0%
Value ($000) $46,458 Shares 211,422 Est. Cost $103.62 Unrealized
RMD RESMED INC 1.0%
Value ($000) $46,406 Shares 299,449 Est. Cost $48.07 Unrealized +184.6%
MDY SPDR S&P MIDCAP 400 ETF TR 1.0%
Value ($000) $45,719 Shares 121,794 Est. Cost $266.18 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 1.0%
Value ($000) $45,624 Shares 267,586 Est. Cost $77.04 Unrealized +88.3%
INTC INTEL CORP 1.0%
Value ($000) $44,759 Shares 747,864 Est. Cost $17.97 Unrealized +174.1%
MRK MERCK & CO INC 0.9%
Value ($000) $41,142 Shares 452,363 Est. Cost $30.22 Unrealized +123.5%
META FACEBOOK INC 0.9%
Value ($000) $40,992 Shares 199,713 Est. Cost $112.73 Unrealized +70.6%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $40,883 Shares 585,887 Est. Cost $53.69 Unrealized -3.0%
CMCSA COMCAST CORP NEW 0.9%
Value ($000) $40,346 Shares 897,184 Est. Cost $28.61 Unrealized +32.3%
EMLP FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $39,882 Shares 1,564,608 Est. Cost $23.76 Unrealized
TJX TJX COS INC NEW 0.9%
Value ($000) $39,405 Shares 645,342 Est. Cost $35.67 Unrealized +53.1%
VRTX VERTEX PHARMACEUTICALS INC 0.9%
Value ($000) $38,288 Shares 174,868 Est. Cost $76.15 Unrealized +165.8%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $38,012 Shares 315,421 Est. Cost $72.02 Unrealized +24.5%
ABBV ABBVIE INC 0.8%
Value ($000) $37,088 Shares 418,882 Est. Cost $78.53 Unrealized -17.7%
AMP AMERIPRISE FINL INC 0.8%
Value ($000) $35,741 Shares 214,563 Est. Cost $96.15 Unrealized +45.0%
AFL AFLAC INC 0.8%
Value ($000) $35,425 Shares 669,671 Est. Cost $36.80 Unrealized +24.6%
PFE PFIZER INC 0.8%
Value ($000) $34,262 Shares 874,476 Est. Cost $16.46 Unrealized +62.3%
MMM 3M CO 0.8%
Value ($000) $34,174 Shares 193,708 Est. Cost $61.26 Unrealized +82.4%
WFC WELLS FARGO CO NEW 0.7%
Value ($000) $33,093 Shares 615,115 Est. Cost $28.87 Unrealized +54.8%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $32,841 Shares 111,737 Est. Cost $92.13 Unrealized +194.7%
SWK STANLEY BLACK & DECKER INC 0.7%
Value ($000) $31,848 Shares 192,155 Est. Cost $98.54 Unrealized +30.5%
GOOGL ALPHABET INC 0.7%
Value ($000) $31,792 Shares 23,736 Est. Cost $39.68 Unrealized +61.3%
IRM IRON MTN INC NEW 0.7%
Value ($000) $30,928 Shares 970,465 Est. Cost $20.88 Unrealized +14.8%
BAC BANK AMER CORP 0.7%
Value ($000) $30,716 Shares 872,106 Est. Cost $17.65 Unrealized +57.5%
GLAXOSMITHKLINE PLC 0.7%
Value ($000) $30,657 Shares 652,407 Est. Cost $47.55 Unrealized
BKNG BOOKING HLDGS INC 0.7%
Value ($000) $29,555 Shares 14,391 Est. Cost $1929.57 Unrealized +0.1%
CHD CHURCH & DWIGHT INC 0.6%
Value ($000) $28,577 Shares 406,289 Est. Cost $39.64 Unrealized +66.6%
PFF ISHARES TR 0.6%
Value ($000) $26,527 Shares 705,718 Est. Cost $38.12 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $25,327 Shares 412,495 Est. Cost $27.65 Unrealized +54.8%
BALL BALL CORP 0.5%
Value ($000) $23,782 Shares 367,755 Est. Cost $56.47 Unrealized +11.7%
KO COCA COLA CO 0.5%
Value ($000) $23,420 Shares 423,120 Est. Cost $28.11 Unrealized +58.3%
AMZN AMAZON COM INC 0.5%
Value ($000) $22,919 Shares 12,403 Est. Cost $77.34 Unrealized +14.4%
FTV FORTIVE CORP 0.5%
Value ($000) $22,572 Shares 295,492 Est. Cost $32.28 Unrealized +36.3%
WSO WATSCO INC 0.5%
Value ($000) $21,391 Shares 118,738 Est. Cost $160.75 Unrealized +9.4%
EW EDWARDS LIFESCIENCES CORP 0.5%
Value ($000) $21,001 Shares 90,020 Est. Cost $18.66 Unrealized +318.5%
CSCO CISCO SYS INC 0.5%
Value ($000) $20,598 Shares 429,479 Est. Cost $20.13 Unrealized +91.5%
DOV DOVER CORP 0.5%
Value ($000) $20,530 Shares 178,117 Est. Cost $40.61 Unrealized +142.2%
BDX BECTON DICKINSON & CO 0.5%
Value ($000) $20,527 Shares 75,476 Est. Cost $89.31 Unrealized +153.5%
EXPD EXPEDITORS INTL WASH INC 0.5%
Value ($000) $20,394 Shares 261,396 Est. Cost $31.69 Unrealized +119.5%
TD TORONTO DOMINION BK ONT 0.4%
Value ($000) $20,178 Shares 359,483 Est. Cost $43.40 Unrealized +30.7%
CGNX COGNEX CORP 0.4%
Value ($000) $19,893 Shares 354,965 Est. Cost $33.46 Unrealized +45.3%
LQD ISHARES TR 0.4%
Value ($000) $19,756 Shares 154,390 Est. Cost $114.35 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $19,533 Shares 60,124 Est. Cost $195.81 Unrealized +52.4%
OMC OMNICOM GROUP INC 0.4%
Value ($000) $18,967 Shares 234,104 Est. Cost $52.29 Unrealized +19.6%
ADBE ADOBE INC 0.4%
Value ($000) $18,912 Shares 57,342 Est. Cost $248.00 Unrealized +18.6%
USB US BANCORP DEL 0.4%
Value ($000) $18,891 Shares 318,630 Est. Cost $24.46 Unrealized +81.3%
T AT&T INC 0.4%
Value ($000) $18,581 Shares 475,468 Est. Cost $15.48 Unrealized +21.8%
BSX BOSTON SCIENTIFIC CORP 0.4%
Value ($000) $18,018 Shares 398,445 Est. Cost $13.03 Unrealized +221.2%
FTSL FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $17,972 Shares 375,047 Est. Cost $48.25 Unrealized
MDT MEDTRONIC PLC 0.4%
Value ($000) $17,667 Shares 155,720 Est. Cost $77.00 Unrealized +20.2%
VLO VALERO ENERGY CORP NEW 0.4%
Value ($000) $17,281 Shares 184,523 Est. Cost $68.20 Unrealized +7.9%
LINDE PLC 0.4%
Value ($000) $17,272 Shares 81,128 Est. Cost $175.93 Unrealized
LLY LILLY ELI & CO 0.4%
Value ($000) $17,099 Shares 130,104 Est. Cost $42.13 Unrealized +155.2%
SVC SERVICE PPTYS TR 0.4%
Value ($000) $16,764 Shares 688,972 Est. Cost $25.70 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $16,491 Shares 72,806 Est. Cost $111.35 Unrealized +95.0%
COF CAPITAL ONE FINL CORP 0.4%
Value ($000) $15,978 Shares 155,268 Est. Cost $62.05 Unrealized +39.8%
SYY SYSCO CORP 0.3%
Value ($000) $15,504 Shares 181,255 Est. Cost $25.67 Unrealized +166.8%
MZTI LANCASTER COLONY CORP 0.3%
Value ($000) $15,092 Shares 94,269 Est. Cost $80.98 Unrealized +85.9%
WMT WALMART INC 0.3%
Value ($000) $14,650 Shares 123,274 Est. Cost $20.46 Unrealized +77.7%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $14,036 Shares 218,664 Est. Cost $34.67 Unrealized +30.3%
QCOM QUALCOMM INC 0.3%
Value ($000) $13,766 Shares 156,019 Est. Cost $45.19 Unrealized +61.2%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $13,473 Shares 108,214 Est. Cost $78.54 Unrealized +40.2%
EMR EMERSON ELEC CO 0.3%
Value ($000) $12,994 Shares 170,386 Est. Cost $40.52 Unrealized +55.1%
CMI CUMMINS INC 0.3%
Value ($000) $12,619 Shares 70,515 Est. Cost $111.05 Unrealized +36.0%
AJG GALLAGHER ARTHUR J & CO 0.3%
Value ($000) $11,802 Shares 123,938 Est. Cost $78.95 Unrealized +7.8%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $11,476 Shares 85,621 Est. Cost $118.94 Unrealized -16.0%
DIS DISNEY WALT CO 0.3%
Value ($000) $11,428 Shares 79,015 Est. Cost $67.15 Unrealized +102.1%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $11,304 Shares 35,121 Est. Cost $210.32 Unrealized
CTAS CINTAS CORP 0.2%
Value ($000) $11,079 Shares 41,174 Est. Cost $13.32 Unrealized +364.8%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $11,056 Shares 47,050 Est. Cost $111.65 Unrealized +73.9%
SU SUNCOR ENERGY INC NEW 0.2%
Value ($000) $10,974 Shares 334,566 Est. Cost $20.41 Unrealized +20.0%
STT STATE STR CORP 0.2%
Value ($000) $10,320 Shares 130,476 Est. Cost $45.63 Unrealized +26.3%
VEA VANGUARD TAX MANAGED INTL FD 0.2%
Value ($000) $10,288 Shares 233,507 Est. Cost $39.38 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.2%
Value ($000) $10,204 Shares 91,969 Est. Cost $113.75 Unrealized -1.2%
IWM ISHARES TR 0.2%
Value ($000) $10,139 Shares 61,202 Est. Cost $131.91 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $9,659 Shares 50,902 Est. Cost $188.22 Unrealized -9.3%
SBUX STARBUCKS CORP 0.2%
Value ($000) $9,156 Shares 104,139 Est. Cost $38.67 Unrealized +92.6%
CVS CVS HEALTH CORP 0.2%
Value ($000) $9,126 Shares 122,836 Est. Cost $49.22 Unrealized +17.4%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $8,936 Shares 76,340 Est. Cost $57.21 Unrealized +62.3%
CVGW CALAVO GROWERS INC 0.2%
Value ($000) $8,683 Shares 95,854 Est. Cost $65.05 Unrealized +20.7%
LECO LINCOLN ELEC HLDGS INC 0.2%
Value ($000) $8,490 Shares 87,767 Est. Cost $67.59 Unrealized +34.6%
AMGN AMGEN INC 0.2%
Value ($000) $8,313 Shares 34,484 Est. Cost $114.56 Unrealized +59.5%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $7,847 Shares 86,038 Est. Cost $44.12 Unrealized +62.7%
NVS NOVARTIS A G 0.2%
Value ($000) $7,817 Shares 82,547 Est. Cost $75.09 Unrealized
KAYNE ANDERSN MLP MIDS INVT 0.2%
Value ($000) $7,647 Shares 548,931 Est. Cost $37.85 Unrealized
IGSB ISHARES TR 0.2%
Value ($000) $7,579 Shares 141,339 Est. Cost $78.60 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $7,550 Shares 187,821 Est. Cost $55.15 Unrealized -44.3%
COP CONOCOPHILLIPS 0.2%
Value ($000) $7,280 Shares 111,951 Est. Cost $42.75 Unrealized +10.3%
GENERAL ELECTRIC CO 0.1%
Value ($000) $6,691 Shares 599,506 Est. Cost $23.28 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $6,480 Shares 122,312 Est. Cost $30.00 Unrealized +68.1%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $6,471 Shares 11,089 Est. Cost $53.48 Unrealized +237.8%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $6,412 Shares 68,629 Est. Cost $11.60 Unrealized +48.6%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $6,411 Shares 93,125 Est. Cost $47.69 Unrealized +23.9%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $5,847 Shares 108,791 Est. Cost $45.76 Unrealized
BIV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $5,739 Shares 65,807 Est. Cost $83.49 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $5,507 Shares 11,353 Est. Cost $215.58 Unrealized +113.5%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $5,451 Shares 25,886 Est. Cost $153.85 Unrealized +16.0%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $5,340 Shares 29,537 Est. Cost $75.46 Unrealized +97.9%
GIS GENERAL MLS INC 0.1%
Value ($000) $4,974 Shares 92,860 Est. Cost $32.25 Unrealized +32.7%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $4,969 Shares 76,478 Est. Cost $39.92 Unrealized +28.4%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $4,797 Shares 32,487 Est. Cost $61.55 Unrealized +99.8%
RPM RPM INTL INC 0.1%
Value ($000) $4,795 Shares 62,468 Est. Cost $58.71 Unrealized +23.6%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $4,735 Shares 34,426 Est. Cost $65.69 Unrealized +65.6%
BP BP PLC 0.1%
Value ($000) $4,665 Shares 123,605 Est. Cost $37.39 Unrealized
NWL NEWELL BRANDS INC 0.1%
Value ($000) $4,518 Shares 235,049 Est. Cost $15.91 Unrealized -8.7%
FTSM FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $4,486 Shares 74,671 Est. Cost $60.05 Unrealized
TIFFANY & CO NEW 0.1%
Value ($000) $4,393 Shares 32,865 Est. Cost $86.42 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $4,260 Shares 33,204 Est. Cost $36.36 Unrealized +185.4%
HAIN HAIN CELESTIAL GROUP INC 0.1%
Value ($000) $4,237 Shares 163,235 Est. Cost $27.26 Unrealized -12.3%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $4,235 Shares 17,487 Est. Cost $18.17 Unrealized +176.2%
EOG EOG RES INC 0.1%
Value ($000) $4,217 Shares 50,346 Est. Cost $65.55 Unrealized -14.9%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $4,141 Shares 70,672 Est. Cost $57.28 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $4,084 Shares 13,676 Est. Cost $167.97 Unrealized +62.3%
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value ($000) $3,724 Shares 24,880 Est. Cost $67.88 Unrealized +93.4%
MCO MOODYS CORP 0.1%
Value ($000) $3,617 Shares 15,235 Est. Cost $67.37 Unrealized +213.4%
ICLR ICON PLC 0.1%
Value ($000) $3,602 Shares 20,914 Est. Cost $114.70 Unrealized +34.5%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $3,579 Shares 60,706 Est. Cost $76.22 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $3,514 Shares 29,569 Est. Cost $61.94 Unrealized +62.8%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $3,496 Shares 78,617 Est. Cost $42.24 Unrealized
BA BOEING CO 0.1%
Value ($000) $3,442 Shares 10,565 Est. Cost $108.94 Unrealized +222.2%
DXJ WISDOMTREE TR 0.1%
Value ($000) $3,414 Shares 63,473 Est. Cost $48.75 Unrealized
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $3,333 Shares 46,047 Est. Cost $17.13 Unrealized +246.2%
IWO ISHARES TR 0.1%
Value ($000) $3,246 Shares 15,154 Est. Cost $164.34 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $3,180 Shares 26,558 Est. Cost $45.78 Unrealized +123.6%
MORN MORNINGSTAR INC 0.1%
Value ($000) $3,177 Shares 20,997 Est. Cost $69.32 Unrealized +121.5%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $3,084 Shares 56,364 Est. Cost $27.74 Unrealized +58.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $3,060 Shares 17,036 Est. Cost $55.80 Unrealized +162.2%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $3,054 Shares 24,861 Est. Cost $90.32 Unrealized +19.6%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $2,961 Shares 36,086 Est. Cost $105.44 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $2,909 Shares 8,456 Est. Cost $83.56 Unrealized +280.2%
ISHARES GOLD TRUST 0.1%
Value ($000) $2,804 Shares 193,361 Est. Cost $11.95 Unrealized
SDY SPDR SERIES TRUST 0.1%
Value ($000) $2,667 Shares 24,794 Est. Cost $101.05 Unrealized
NKE NIKE INC 0.1%
Value ($000) $2,588 Shares 25,548 Est. Cost $68.55 Unrealized +26.6%
CF CF INDS HLDGS INC 0.1%
Value ($000) $2,557 Shares 53,567 Est. Cost $36.58 Unrealized +10.1%
CSL CARLISLE COS INC 0.1%
Value ($000) $2,549 Shares 15,750 Est. Cost $128.24 Unrealized +11.6%
STERICYCLE INC 0.1%
Value ($000) $2,439 Shares 38,212 Est. Cost $110.43 Unrealized
CI CIGNA CORP NEW 0.1%
Value ($000) $2,434 Shares 11,901 Est. Cost $190.77 Unrealized -12.1%
EFA ISHARES TR 0.1%
Value ($000) $2,324 Shares 33,470 Est. Cost $61.95 Unrealized
NORDSTROM INC 0.0%
Value ($000) $2,232 Shares 54,520 Est. Cost $39.63 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $2,186 Shares 48,727 Est. Cost $39.70 Unrealized
VARIAN MED SYS INC 0.0%
Value ($000) $2,131 Shares 15,001 Est. Cost $68.56 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $2,117 Shares 10,286 Est. Cost $176.27 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $2,039 Shares 11,518 Est. Cost $84.82 Unrealized +69.7%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $1,977 Shares 5,077 Est. Cost $206.97 Unrealized +56.9%
MAS MASCO CORP 0.0%
Value ($000) $1,962 Shares 40,888 Est. Cost $15.11 Unrealized +171.7%
DVY ISHARES TR 0.0%
Value ($000) $1,956 Shares 18,505 Est. Cost $78.23 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $1,943 Shares 22,831 Est. Cost $52.00 Unrealized +15.4%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $1,889 Shares 8,221 Est. Cost $111.80 Unrealized +64.4%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $1,803 Shares 8,478 Est. Cost $171.94 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1,783 Shares 16,000 Est. Cost $36.43 Unrealized +161.0%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1,761 Shares 11,030 Est. Cost $66.05 Unrealized +81.9%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,755 Shares 15,790 Est. Cost $115.27 Unrealized
XMUIX BLACKROCK MUNI INTER DR FD I 0.0%
Value ($000) $1,739 Shares 122,150 Est. Cost $14.72 Unrealized
OZK BANK OZK 0.0%
Value ($000) $1,720 Shares 56,403 Est. Cost $26.47 Unrealized -12.0%
USMV ISHARES TR 0.0%
Value ($000) $1,648 Shares 25,125 Est. Cost $48.93 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $1,607 Shares 25,031 Est. Cost $25.91 Unrealized -5.4%
IVV ISHARES TR 0.0%
Value ($000) $1,602 Shares 4,954 Est. Cost $254.66 Unrealized
BSV VANGUARD BD INDEX FD INC 0.0%
Value ($000) $1,599 Shares 19,843 Est. Cost $79.89 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $1,594 Shares 34,230 Est. Cost $44.70 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1,545 Shares 7,282 Est. Cost $120.92 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $1,480 Shares 16,367 Est. Cost $58.06 Unrealized +37.7%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $1,449 Shares 13,388 Est. Cost $41.69 Unrealized +149.4%
INTU INTUIT 0.0%
Value ($000) $1,390 Shares 5,306 Est. Cost $167.67 Unrealized +50.0%
APERGY CORP 0.0%
Value ($000) $1,381 Shares 40,869 Est. Cost $41.74 Unrealized
CPRT COPART INC 0.0%
Value ($000) $1,373 Shares 15,100 Est. Cost $5.95 Unrealized +258.7%
DOW DOW INC 0.0%
Value ($000) $1,341 Shares 24,509 Est. Cost $36.37 Unrealized +0.9%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $1,329 Shares 14,412 Est. Cost $34.32 Unrealized +118.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1,271 Shares 25,467 Est. Cost $33.58 Unrealized -14.3%
OEF ISHARES TR 0.0%
Value ($000) $1,203 Shares 8,354 Est. Cost $74.82 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $1,190 Shares 8,170 Est. Cost $87.93 Unrealized +54.2%
IWB ISHARES TR 0.0%
Value ($000) $1,181 Shares 6,620 Est. Cost $96.29 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $1,130 Shares 10,144 Est. Cost $45.89 Unrealized +90.4%
IT GARTNER INC 0.0%
Value ($000) $1,113 Shares 7,222 Est. Cost $59.25 Unrealized +157.7%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $1,105 Shares 4,048 Est. Cost $98.65 Unrealized +150.2%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $1,075 Shares 18,238 Est. Cost $64.16 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $1,074 Shares 3,629 Est. Cost $213.38 Unrealized
DE DEERE & CO 0.0%
Value ($000) $1,072 Shares 6,185 Est. Cost $86.75 Unrealized +82.1%
DEO DIAGEO P L C 0.0%
Value ($000) $1,058 Shares 6,283 Est. Cost $140.91 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $1,046 Shares 4,475 Est. Cost $103.66 Unrealized +113.1%
ALL ALLSTATE CORP 0.0%
Value ($000) $1,011 Shares 8,998 Est. Cost $59.53 Unrealized +58.3%
IJR ISHARES TR 0.0%
Value ($000) $999 Shares 11,908 Est. Cost $81.34 Unrealized
VNO VORNADO RLTY TR 0.0%
Value ($000) $980 Shares 14,739 Est. Cost $82.82 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $948 Shares 3,000 Est. Cost $19.73 Unrealized +31.2%
MET METLIFE INC 0.0%
Value ($000) $940 Shares 18,426 Est. Cost $26.23 Unrealized +50.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $897 Shares 10,549 Est. Cost $44.82 Unrealized +48.3%
TGT TARGET CORP 0.0%
Value ($000) $887 Shares 6,916 Est. Cost $44.70 Unrealized +123.3%
BLACKROCK INC 0.0%
Value ($000) $880 Shares 1,752 Est. Cost $415.40 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $870 Shares 2,959 Est. Cost $138.79 Unrealized +70.5%
XYL XYLEM INC 0.0%
Value ($000) $865 Shares 10,982 Est. Cost $38.02 Unrealized +90.4%
BKLN INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $864 Shares 37,830 Est. Cost $22.90 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $825 Shares 6,681 Est. Cost $46.17 Unrealized +138.4%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $816 Shares 4,925 Est. Cost $123.80 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $816 Shares 8,178 Est. Cost $59.61 Unrealized +59.2%
SO SOUTHERN CO 0.0%
Value ($000) $809 Shares 12,694 Est. Cost $30.33 Unrealized +61.2%
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $802 Shares 63,106 Est. Cost $17.12 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $801 Shares 13,300 Est. Cost $32.12 Unrealized +60.8%
TIP ISHARES TR 0.0%
Value ($000) $777 Shares 6,667 Est. Cost $113.56 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $768 Shares 5,198 Est. Cost $79.33 Unrealized +60.3%
IWR ISHARES TR 0.0%
Value ($000) $756 Shares 12,688 Est. Cost $71.98 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $753 Shares 1,275 Est. Cost $102.15 Unrealized +83.3%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $751 Shares 7,073 Est. Cost $42.47 Unrealized +99.1%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $744 Shares 12,850 Est. Cost $46.02 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $740 Shares 13,426 Est. Cost $26.24 Unrealized +74.9%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $739 Shares 13,063 Est. Cost $58.93 Unrealized -5.4%
MTUM ISHARES TR 0.0%
Value ($000) $731 Shares 5,820 Est. Cost $90.26 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $727 Shares 4,465 Est. Cost $109.09 Unrealized +42.0%
ROST ROSS STORES INC 0.0%
Value ($000) $727 Shares 6,243 Est. Cost $50.67 Unrealized +109.1%
IWF ISHARES TR 0.0%
Value ($000) $724 Shares 4,115 Est. Cost $93.51 Unrealized
UNILEVER PLC 0.0%
Value ($000) $711 Shares 12,440 Est. Cost $55.55 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $681 Shares 5,098 Est. Cost $87.16 Unrealized +29.1%
AQUA AMERICA INC 0.0%
Value ($000) $666 Shares 14,187 Est. Cost $30.02 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $661 Shares 23,470 Est. Cost $46.09 Unrealized
EATON VANCE CORP 0.0%
Value ($000) $647 Shares 13,853 Est. Cost $39.23 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $634 Shares 2,395 Est. Cost $105.96 Unrealized +118.9%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $629 Shares 3,530 Est. Cost $161.19 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $628 Shares 12,410 Est. Cost $52.67 Unrealized -17.2%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $626 Shares 5,494 Est. Cost $38.69 Unrealized +163.9%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $619 Shares 10,483 Est. Cost $37.70 Unrealized +30.3%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $617 Shares 33,173 Est. Cost $15.89 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $607 Shares 2,046 Est. Cost $313.34 Unrealized -11.5%
HSY HERSHEY CO 0.0%
Value ($000) $603 Shares 4,100 Est. Cost $71.21 Unrealized +80.4%
SHOP SHOPIFY INC 0.0%
Value ($000) $596 Shares 1,500 Est. Cost $14.55 Unrealized +132.4%
IWD ISHARES TR 0.0%
Value ($000) $593 Shares 4,347 Est. Cost $115.59 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $578 Shares 3,517 Est. Cost $91.54 Unrealized +81.4%
VIG VANGUARD GROUP 0.0%
Value ($000) $572 Shares 4,588 Est. Cost $103.06 Unrealized
VFC V F CORP 0.0%
Value ($000) $554 Shares 5,565 Est. Cost $78.83 Unrealized +13.7%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $544 Shares 6,371 Est. Cost $42.39 Unrealized +78.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $530 Shares 9,165 Est. Cost $49.29 Unrealized
WEX WEX INC 0.0%
Value ($000) $529 Shares 2,525 Est. Cost $150.30 Unrealized +33.4%
CTVA CORTEVA INC 0.0%
Value ($000) $516 Shares 17,449 Est. Cost $26.67 Unrealized -8.1%
BAX BAXTER INTL INC 0.0%
Value ($000) $498 Shares 5,960 Est. Cost $41.82 Unrealized +75.4%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $496 Shares 5,460 Est. Cost $48.94 Unrealized +77.9%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $492 Shares 2,128 Est. Cost $24.22 Unrealized +56.2%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $490 Shares 2,780 Est. Cost $124.28 Unrealized +25.4%
ILMN ILLUMINA INC 0.0%
Value ($000) $484 Shares 1,458 Est. Cost $239.75 Unrealized +26.4%
MOO VANECK VECTORS ETF TRUST 0.0%
Value ($000) $483 Shares 7,025 Est. Cost $48.21 Unrealized
TAN INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $460 Shares 14,950 Est. Cost $23.03 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $453 Shares 7,650 Est. Cost $59.99 Unrealized
AMCOR PLC 0.0%
Value ($000) $453 Shares 41,817 Est. Cost $7.88 Unrealized -1.6%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $449 Shares 3,282 Est. Cost $93.85 Unrealized +27.1%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $444 Shares 7,300 Est. Cost $32.06 Unrealized +63.3%
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $443 Shares 397 Est. Cost $926.90 Unrealized +17.7%
SPDR SERIES TRUST 0.0%
Value ($000) $440 Shares 6,075 Est. Cost $86.33 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $435 Shares 11,260 Est. Cost $30.81 Unrealized
UNILEVER N V 0.0%
Value ($000) $434 Shares 7,562 Est. Cost $39.57 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $423 Shares 3,000 Est. Cost $66.09 Unrealized +99.3%
D DOMINION ENERGY INC 0.0%
Value ($000) $421 Shares 5,084 Est. Cost $43.79 Unrealized +42.5%
ENB ENBRIDGE INC 0.0%
Value ($000) $419 Shares 10,536 Est. Cost $21.30 Unrealized +16.7%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $413 Shares 4,372 Est. Cost $69.52 Unrealized +6.8%
CSX CSX CORP 0.0%
Value ($000) $412 Shares 5,700 Est. Cost $7.72 Unrealized +182.2%
AGG ISHARES TR 0.0%
Value ($000) $410 Shares 3,645 Est. Cost $107.78 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $391 Shares 6,400 Est. Cost $35.05 Unrealized +51.2%
BEN FRANKLIN RES INC 0.0%
Value ($000) $390 Shares 15,000 Est. Cost $26.11 Unrealized -23.3%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $384 Shares 3,515 Est. Cost $114.07 Unrealized +0.6%
FRCB FIRST REP BK SAN FRANCISCO C 0.0%
Value ($000) $382 Shares 3,250 Est. Cost $78.18 Unrealized +35.2%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $375 Shares 2,329 Est. Cost $93.17 Unrealized +63.0%
PTC PTC INC 0.0%
Value ($000) $374 Shares 5,000 Est. Cost $41.61 Unrealized +71.0%
WLY WILEY JOHN & SONS INC 0.0%
Value ($000) $372 Shares 7,670 Est. Cost $29.35 Unrealized +28.5%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $372 Shares 1,619 Est. Cost $187.49 Unrealized 0.0%
SLF SUN LIFE FINL INC 0.0%
Value ($000) $372 Shares 8,177 Est. Cost $28.59 Unrealized +57.3%
FAST FASTENAL CO 0.0%
Value ($000) $371 Shares 10,030 Est. Cost $11.21 Unrealized +36.5%
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $368 Shares 25,100 Est. Cost $13.23 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $366 Shares 2,810 Est. Cost $114.29 Unrealized
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value ($000) $360 Shares 4,250 Est. Cost $135.62 Unrealized -40.0%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $354 Shares 6,000 Est. Cost $28.51 Unrealized +53.2%
HUM HUMANA INC 0.0%
Value ($000) $350 Shares 955 Est. Cost $300.46 Unrealized 0.0%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $344 Shares 1,674 Est. Cost $155.01 Unrealized +14.6%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $341 Shares 4,800 Est. Cost $36.53 Unrealized +73.9%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $337 Shares 5,360 Est. Cost $63.39 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $336 Shares 1,979 Est. Cost $74.91 Unrealized +77.3%
BNS BANK N S HALIFAX 0.0%
Value ($000) $332 Shares 5,875 Est. Cost $34.36 Unrealized +18.6%
IGIB ISHARES TR 0.0%
Value ($000) $332 Shares 5,730 Est. Cost $73.98 Unrealized
KELLOGG CO 0.0%
Value ($000) $331 Shares 4,789 Est. Cost $41.22 Unrealized +17.8%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $323 Shares 2,358 Est. Cost $136.98 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $322 Shares 1,765 Est. Cost $155.39 Unrealized +5.2%
NWN NORTHWEST NAT HLDG CO 0.0%
Value ($000) $321 Shares 4,356 Est. Cost $66.85 Unrealized +3.3%
GL GLOBE LIFE INC 0.0%
Value ($000) $318 Shares 3,025 Est. Cost $86.06 Unrealized +10.0%
FLOT ISHARES TR 0.0%
Value ($000) $318 Shares 6,250 Est. Cost $50.86 Unrealized
HIFS HINGHAM INSTN SVGS MASS 0.0%
Value ($000) $315 Shares 1,500 Est. Cost $118.30 Unrealized +51.2%
INGR INGREDION INC 0.0%
Value ($000) $314 Shares 3,375 Est. Cost $99.65 Unrealized -15.7%
IVW ISHARES TR 0.0%
Value ($000) $308 Shares 1,590 Est. Cost $152.46 Unrealized
NBN NORTHEAST BK LEWISTON ME 0.0%
Value ($000) $308 Shares 14,000 Est. Cost $21.29 Unrealized +3.7%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $308 Shares 3,362 Est. Cost $64.37 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $300 Shares 1,457 Est. Cost $176.07 Unrealized +1.8%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $300 Shares 1,000 Est. Cost $198.07 Unrealized +40.6%
LDOS LEIDOS HLDGS INC 0.0%
Value ($000) $294 Shares 3,000 Est. Cost $66.70 Unrealized +21.6%
IJK ISHARES TR 0.0%
Value ($000) $282 Shares 1,185 Est. Cost $179.42 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $280 Shares 2,638 Est. Cost $79.81 Unrealized +8.0%
BCE BCE INC 0.0%
Value ($000) $277 Shares 5,970 Est. Cost $30.62 Unrealized +3.6%
HUBS HUBSPOT INC 0.0%
Value ($000) $270 Shares 1,706 Est. Cost $104.22 Unrealized +46.9%
NTAP NETAPP INC 0.0%
Value ($000) $270 Shares 4,344 Est. Cost $40.54 Unrealized +21.7%
IBB ISHARES TR 0.0%
Value ($000) $268 Shares 2,220 Est. Cost $174.32 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $267 Shares 2,653 Est. Cost $91.95 Unrealized +0.4%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $263 Shares 4,700 Est. Cost $39.22 Unrealized +7.3%
ENTG ENTEGRIS INC 0.0%
Value ($000) $262 Shares 5,239 Est. Cost $41.06 Unrealized +14.5%
FORM FORMFACTOR INC 0.0%
Value ($000) $260 Shares 10,000 Est. Cost $6.99 Unrealized +222.9%
DISCOVER FINL SVCS 0.0%
Value ($000) $259 Shares 3,054 Est. Cost $84.81 Unrealized
SVB FINL GROUP 0.0%
Value ($000) $257 Shares 1,025 Est. Cost $250.73 Unrealized
MOAT VANECK VECTORS ETF TRUST 0.0%
Value ($000) $256 Shares 4,675 Est. Cost $37.62 Unrealized
ITT ITT INC 0.0%
Value ($000) $251 Shares 3,400 Est. Cost $61.08 Unrealized +8.8%
QTEC FIRST TR NASDAQ100 TECH INDE 0.0%
Value ($000) $250 Shares 2,493 Est. Cost $82.23 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $248 Shares 1,923 Est. Cost $131.57 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $246 Shares 4,493 Est. Cost $41.09 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $244 Shares 1,598 Est. Cost $152.69 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $241 Shares 3,015 Est. Cost $59.26 Unrealized 0.0%
EBAY EBAY INC 0.0%
Value ($000) $239 Shares 6,622 Est. Cost $30.92 Unrealized +5.6%
SRE SEMPRA ENERGY 0.0%
Value ($000) $237 Shares 1,563 Est. Cost $47.14 Unrealized +27.2%
DMLP DORCHESTER MINERALS LP 0.0%
Value ($000) $234 Shares 12,000 Est. Cost $24.50 Unrealized
HAE HAEMONETICS CORP 0.0%
Value ($000) $230 Shares 2,000 Est. Cost $98.39 Unrealized +23.0%
NFLX NETFLIX INC 0.0%
Value ($000) $227 Shares 700 Est. Cost $29.65 Unrealized 0.0%
FDN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $226 Shares 1,627 Est. Cost $138.91 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $223 Shares 7,400 Est. Cost $23.11 Unrealized 0.0%
SIRIUS XM HLDGS INC 0.0%
Value ($000) $222 Shares 31,000 Est. Cost $6.31 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $220 Shares 650 Est. Cost $294.38 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $219 Shares 10,657 Est. Cost $17.24 Unrealized -11.2%
URI UNITED RENTALS INC 0.0%
Value ($000) $219 Shares 1,312 Est. Cost $140.67 Unrealized 0.0%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $217 Shares 4,400 Est. Cost $30.86 Unrealized +25.7%
ANIK ANIKA THERAPEUTICS INC 0.0%
Value ($000) $216 Shares 4,161 Est. Cost $58.09 Unrealized 0.0%
WELL WELLTOWER INC 0.0%
Value ($000) $216 Shares 2,640 Est. Cost $60.30 Unrealized +18.0%
KN KNOWLES CORP 0.0%
Value ($000) $211 Shares 9,969 Est. Cost $30.49 Unrealized -29.6%
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $210 Shares 17,264 Est. Cost $10.10 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $208 Shares 6,760 Est. Cost $29.59 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $201 Shares 8,200 Est. Cost $18.78 Unrealized 0.0%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $201 Shares 8,030 Est. Cost $38.90 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $169 Shares 10,657 Est. Cost $13.02 Unrealized +0.8%
EATON VANCE TAX MNGD GBL DV 0.0%
Value ($000) $101 Shares 11,500 Est. Cost $9.48 Unrealized