Goelzer Investment Management, Inc. Diversified Active

CIK: 0001550057 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 7, 2020

Total Value ($000): $876,897 (100.0% shares, 0.0% debt)

Holdings (238)

LLY LILLY ELI & CO 4.9%
Value ($000) $43,099 Shares 310,690 Est. Cost $107.00 Unrealized +19.8%
SPY SPDR S&P 500 ETF TR 4.0%
Value ($000) $34,750 Shares 134,820 Est. Cost $265.05 Unrealized
IJR ISHARES TR 3.3%
Value ($000) $28,887 Shares 514,821 Est. Cost $77.16 Unrealized
ACWX ISHARES TR 3.0%
Value ($000) $26,217 Shares 696,321 Est. Cost $42.43 Unrealized
IJH ISHARES TR 2.8%
Value ($000) $24,866 Shares 172,851 Est. Cost $163.16 Unrealized
MSFT MICROSOFT CORP 2.7%
Value ($000) $24,021 Shares 152,310 Est. Cost $68.73 Unrealized +127.5%
AAPL APPLE INC 2.4%
Value ($000) $21,126 Shares 83,080 Est. Cost $23.43 Unrealized +203.4%
IVV ISHARES TR 2.4%
Value ($000) $21,097 Shares 81,645 Est. Cost $267.43 Unrealized
DBEF DBX ETF TR 2.2%
Value ($000) $19,373 Shares 722,876 Est. Cost $28.00 Unrealized
IVW ISHARES TR 1.6%
Value ($000) $14,082 Shares 85,319 Est. Cost $166.87 Unrealized
QCOM QUALCOMM INC 1.6%
Value ($000) $13,734 Shares 203,008 Est. Cost $44.59 Unrealized +61.3%
BMY BRISTOL-MYERS SQUIBB CO 1.5%
Value ($000) $12,764 Shares 228,993 Est. Cost $38.68 Unrealized +25.6%
IWD ISHARES TR 1.4%
Value ($000) $12,531 Shares 126,348 Est. Cost $110.35 Unrealized
MRK MERCK & CO. INC 1.4%
Value ($000) $12,279 Shares 159,593 Est. Cost $33.85 Unrealized +92.3%
T AT&T INC 1.4%
Value ($000) $11,943 Shares 409,712 Est. Cost $13.43 Unrealized +35.3%
VZ VERIZON COMMUNICATIONS INC 1.3%
Value ($000) $11,815 Shares 219,899 Est. Cost $30.89 Unrealized +32.8%
LMT LOCKHEED MARTIN CORP 1.2%
Value ($000) $10,945 Shares 32,290 Est. Cost $145.25 Unrealized +130.6%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $10,131 Shares 266,815 Est. Cost $53.10 Unrealized -20.7%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $8,930 Shares 68,102 Est. Cost $60.96 Unrealized +97.1%
OHI OMEGA HEALTHCARE INVS INC 1.0%
Value ($000) $8,867 Shares 334,099 Est. Cost $30.97 Unrealized
CVX CHEVRON CORP NEW 1.0%
Value ($000) $8,806 Shares 121,534 Est. Cost $70.37 Unrealized +8.0%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $8,540 Shares 34,246 Est. Cost $185.67 Unrealized +34.5%
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value ($000) $7,814 Shares 70,440 Est. Cost $99.20 Unrealized -0.9%
PFE PFIZER INC 0.9%
Value ($000) $7,530 Shares 230,699 Est. Cost $18.79 Unrealized +37.5%
CVS CVS HEALTH CORP 0.9%
Value ($000) $7,497 Shares 126,353 Est. Cost $45.72 Unrealized +21.0%
IGV ISHARES TR 0.8%
Value ($000) $7,418 Shares 35,275 Est. Cost $213.31 Unrealized
GOOG ALPHABET INC 0.8%
Value ($000) $7,319 Shares 6,294 Est. Cost $42.49 Unrealized +58.5%
CSCO CISCO SYS INC 0.8%
Value ($000) $7,263 Shares 184,759 Est. Cost $22.36 Unrealized +64.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $7,160 Shares 39,160 Est. Cost $144.98 Unrealized +46.6%
IJK ISHARES TR 0.8%
Value ($000) $7,106 Shares 39,817 Est. Cost $175.93 Unrealized
APD AIR PRODS & CHEMS INC 0.8%
Value ($000) $6,929 Shares 34,714 Est. Cost $127.44 Unrealized +54.6%
INGR INGREDION INC 0.8%
Value ($000) $6,802 Shares 90,092 Est. Cost $98.74 Unrealized -13.0%
ENB ENBRIDGE INC 0.8%
Value ($000) $6,784 Shares 233,221 Est. Cost $22.68 Unrealized +10.3%
HON HONEYWELL INTL INC 0.8%
Value ($000) $6,581 Shares 49,192 Est. Cost $76.51 Unrealized +78.5%
CWB SPDR SER TR 0.7%
Value ($000) $6,347 Shares 132,625 Est. Cost $46.59 Unrealized
MAXIM INTEGRATED PRODS INC 0.7%
Value ($000) $6,160 Shares 126,726 Est. Cost $33.13 Unrealized
WMT WALMART INC 0.7%
Value ($000) $5,886 Shares 51,806 Est. Cost $20.00 Unrealized +76.8%
SJM SMUCKER J M CO 0.7%
Value ($000) $5,866 Shares 52,845 Est. Cost $86.99 Unrealized +1.4%
GNTX GENTEX CORP 0.7%
Value ($000) $5,824 Shares 262,828 Est. Cost $17.11 Unrealized +62.3%
IQV IQVIA HLDGS INC 0.6%
Value ($000) $5,617 Shares 52,079 Est. Cost $101.62 Unrealized +40.6%
PEP PEPSICO INC 0.6%
Value ($000) $5,600 Shares 46,624 Est. Cost $60.02 Unrealized +87.9%
PFG PRINCIPAL FINL GROUP INC 0.6%
Value ($000) $5,500 Shares 175,497 Est. Cost $28.53 Unrealized +32.1%
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $5,492 Shares 58,216 Est. Cost $108.63 Unrealized
TROW PRICE T ROWE GROUP INC 0.6%
Value ($000) $5,480 Shares 56,118 Est. Cost $53.10 Unrealized +79.9%
TE CONNECTIVITY LTD 0.6%
Value ($000) $5,377 Shares 85,377 Est. Cost $53.03 Unrealized
ETN EATON CORP PLC 0.6%
Value ($000) $5,289 Shares 68,074 Est. Cost $48.69 Unrealized +69.7%
WSM WILLIAMS SONOMA INC 0.6%
Value ($000) $5,191 Shares 122,087 Est. Cost $21.94 Unrealized +28.9%
TGT TARGET CORP 0.6%
Value ($000) $5,118 Shares 55,053 Est. Cost $46.36 Unrealized +104.9%
PRU PRUDENTIAL FINL INC 0.6%
Value ($000) $5,027 Shares 96,422 Est. Cost $48.10 Unrealized +22.6%
KR KROGER CO 0.6%
Value ($000) $4,897 Shares 162,570 Est. Cost $24.59 Unrealized +5.4%
SPG SIMON PPTY GROUP INC NEW 0.5%
Value ($000) $4,749 Shares 86,559 Est. Cost $104.39 Unrealized -17.5%
GATX GATX CORP 0.5%
Value ($000) $4,695 Shares 75,046 Est. Cost $42.00 Unrealized +54.0%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $4,483 Shares 49,795 Est. Cost $54.27 Unrealized +90.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.5%
Value ($000) $4,478 Shares 17,035 Est. Cost $234.53 Unrealized
KEY KEYCORP 0.5%
Value ($000) $4,477 Shares 431,706 Est. Cost $10.03 Unrealized +24.1%
ABBV ABBVIE INC 0.5%
Value ($000) $4,390 Shares 57,625 Est. Cost $36.05 Unrealized +86.4%
WALGREENS BOOTS ALLIANCE INC 0.5%
Value ($000) $4,386 Shares 95,871 Est. Cost $69.43 Unrealized
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $4,371 Shares 43,993 Est. Cost $75.33 Unrealized +45.5%
ZBH ZIMMER BIOMET HOLDINGS INC 0.5%
Value ($000) $4,349 Shares 43,025 Est. Cost $103.44 Unrealized +20.7%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $4,302 Shares 15,087 Est. Cost $104.71 Unrealized +165.3%
SYY SYSCO CORP 0.5%
Value ($000) $4,292 Shares 94,072 Est. Cost $39.78 Unrealized +47.9%
DLR DIGITAL RLTY TR INC 0.5%
Value ($000) $4,259 Shares 30,661 Est. Cost $40.60 Unrealized +155.4%
TIP ISHARES TR 0.5%
Value ($000) $4,222 Shares 35,807 Est. Cost $114.52 Unrealized
USB US BANCORP DEL 0.5%
Value ($000) $4,157 Shares 120,661 Est. Cost $24.73 Unrealized +50.5%
CHKP CHECK POINT SOFTWARE TECH LT 0.5%
Value ($000) $4,113 Shares 40,914 Est. Cost $91.45 Unrealized +17.1%
MMM 3M CO 0.4%
Value ($000) $3,905 Shares 28,609 Est. Cost $72.65 Unrealized +45.9%
TJX TJX COS INC NEW 0.4%
Value ($000) $3,903 Shares 81,639 Est. Cost $46.92 Unrealized +13.7%
CNP CENTERPOINT ENERGY INC 0.4%
Value ($000) $3,879 Shares 251,096 Est. Cost $22.24 Unrealized -11.9%
SWK STANLEY BLACK & DECKER INC 0.4%
Value ($000) $3,832 Shares 38,317 Est. Cost $66.71 Unrealized +78.5%
V VISA INC 0.4%
Value ($000) $3,830 Shares 23,770 Est. Cost $59.98 Unrealized +201.2%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $3,743 Shares 43,720 Est. Cost $67.25 Unrealized +60.0%
D DOMINION ENERGY INC 0.4%
Value ($000) $3,724 Shares 51,582 Est. Cost $49.81 Unrealized +26.7%
MA MASTERCARD INC 0.4%
Value ($000) $3,653 Shares 15,124 Est. Cost $86.01 Unrealized +234.6%
CMP COMPASS MINERALS INTL INC 0.4%
Value ($000) $3,546 Shares 92,188 Est. Cost $47.30 Unrealized +1.9%
FNF FIDELITY NATIONAL FINANCIAL 0.4%
Value ($000) $3,542 Shares 142,356 Est. Cost $30.86 Unrealized -2.9%
CTVA CORTEVA INC 0.4%
Value ($000) $3,483 Shares 148,216 Est. Cost $25.77 Unrealized -0.8%
BALL BALL CORP 0.4%
Value ($000) $3,436 Shares 53,140 Est. Cost $35.40 Unrealized +84.5%
FSLR FIRST SOLAR INC 0.4%
Value ($000) $3,361 Shares 93,194 Est. Cost $47.54 Unrealized 0.0%
PPL PPL CORP 0.4%
Value ($000) $3,258 Shares 132,013 Est. Cost $18.03 Unrealized +39.7%
AMZN AMAZON COM INC 0.4%
Value ($000) $3,254 Shares 1,669 Est. Cost $82.16 Unrealized +17.8%
PII POLARIS INC 0.4%
Value ($000) $3,249 Shares 67,470 Est. Cost $94.35 Unrealized -13.1%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $3,239 Shares 14,873 Est. Cost $57.01 Unrealized +246.0%
CHTR CHARTER COMMUNICATIONS INC N 0.4%
Value ($000) $3,214 Shares 7,366 Est. Cost $306.33 Unrealized +59.7%
MCK MCKESSON CORP 0.4%
Value ($000) $3,191 Shares 23,592 Est. Cost $117.74 Unrealized +19.6%
IGSB ISHARES TR 0.4%
Value ($000) $3,191 Shares 60,953 Est. Cost $53.22 Unrealized
LEVI LEVI STRAUSS & CO NEW 0.4%
Value ($000) $3,178 Shares 255,645 Est. Cost $15.45 Unrealized -0.3%
UMPQUA HLDGS CORP 0.4%
Value ($000) $3,170 Shares 290,819 Est. Cost $16.91 Unrealized
INTERPUBLIC GROUP COS INC 0.4%
Value ($000) $3,154 Shares 194,812 Est. Cost $16.97 Unrealized -1.5%
IJJ ISHARES TR 0.4%
Value ($000) $3,137 Shares 28,580 Est. Cost $126.44 Unrealized
JCI JOHNSON CTLS INTL PLC 0.3%
Value ($000) $3,041 Shares 112,793 Est. Cost $33.31 Unrealized -1.0%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $2,937 Shares 26,696 Est. Cost $64.25 Unrealized +61.6%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $2,917 Shares 9,640 Est. Cost $243.65 Unrealized +29.5%
AON PLC 0.3%
Value ($000) $2,873 Shares 17,409 Est. Cost $115.66 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $2,832 Shares 32,907 Est. Cost $59.62 Unrealized +64.8%
GPN GLOBAL PMTS INC 0.3%
Value ($000) $2,789 Shares 19,336 Est. Cost $104.86 Unrealized +66.2%
ROYAL DUTCH SHELL PLC 0.3%
Value ($000) $2,733 Shares 83,666 Est. Cost $61.56 Unrealized
ZTS ZOETIS INC 0.3%
Value ($000) $2,712 Shares 23,040 Est. Cost $85.80 Unrealized +46.1%
EQIX EQUINIX INC 0.3%
Value ($000) $2,651 Shares 4,244 Est. Cost $367.29 Unrealized +46.0%
AIG AMERICAN INTL GROUP INC 0.3%
Value ($000) $2,557 Shares 105,447 Est. Cost $41.08 Unrealized -10.5%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $2,550 Shares 11,098 Est. Cost $207.13 Unrealized +8.6%
EPAM EPAM SYS INC 0.3%
Value ($000) $2,542 Shares 13,690 Est. Cost $141.41 Unrealized +52.7%
DIS DISNEY WALT CO 0.3%
Value ($000) $2,541 Shares 26,306 Est. Cost $83.14 Unrealized +48.6%
VONG VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $2,442 Shares 15,788 Est. Cost $152.20 Unrealized
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $2,441 Shares 180,982 Est. Cost $28.57 Unrealized -11.5%
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $2,335 Shares 46,316 Est. Cost $80.24 Unrealized -1.0%
EFA ISHARES TR 0.3%
Value ($000) $2,231 Shares 41,730 Est. Cost $64.36 Unrealized
CMI CUMMINS INC 0.3%
Value ($000) $2,201 Shares 16,263 Est. Cost $125.76 Unrealized +7.1%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $2,176 Shares 8 Est. Cost $302764.90 Unrealized +5.3%
THG HANOVER INS GROUP INC 0.2%
Value ($000) $2,175 Shares 24,010 Est. Cost $38.26 Unrealized +180.9%
BUD ANHEUSER BUSCH INBEV SA/NV 0.2%
Value ($000) $2,165 Shares 49,076 Est. Cost $70.44 Unrealized
WWW WOLVERINE WORLD WIDE INC 0.2%
Value ($000) $2,113 Shares 139,032 Est. Cost $15.86 Unrealized +50.7%
AVGO BROADCOM INC 0.2%
Value ($000) $2,074 Shares 8,746 Est. Cost $19.78 Unrealized +22.8%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $2,070 Shares 20,022 Est. Cost $101.87 Unrealized
STERICYCLE INC 0.2%
Value ($000) $2,065 Shares 42,497 Est. Cost $54.09 Unrealized
SYK STRYKER CORP 0.2%
Value ($000) $1,997 Shares 11,995 Est. Cost $179.44 Unrealized +2.2%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $1,957 Shares 59,977 Est. Cost $26.87 Unrealized +45.4%
MASI MASIMO CORP 0.2%
Value ($000) $1,948 Shares 11,000 Est. Cost $125.54 Unrealized +36.6%
CME CME GROUP INC 0.2%
Value ($000) $1,947 Shares 11,261 Est. Cost $156.34 Unrealized +2.1%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $1,913 Shares 8,041 Est. Cost $212.58 Unrealized +7.9%
VMWARE INC 0.2%
Value ($000) $1,873 Shares 15,463 Est. Cost $127.76 Unrealized
KMPR KEMPER CORP DEL 0.2%
Value ($000) $1,814 Shares 24,398 Est. Cost $77.38 Unrealized -3.2%
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $1,812 Shares 20,403 Est. Cost $105.91 Unrealized
HILL ROM HLDGS INC 0.2%
Value ($000) $1,806 Shares 17,955 Est. Cost $50.30 Unrealized
FOOT LOCKER INC 0.2%
Value ($000) $1,788 Shares 81,111 Est. Cost $22.04 Unrealized
GRMN GARMIN LTD 0.2%
Value ($000) $1,783 Shares 23,791 Est. Cost $79.22 Unrealized 0.0%
ADBE ADOBE INC 0.2%
Value ($000) $1,745 Shares 5,483 Est. Cost $123.70 Unrealized +176.5%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $1,716 Shares 12,553 Est. Cost $112.02 Unrealized +26.7%
XYL XYLEM INC 0.2%
Value ($000) $1,702 Shares 26,133 Est. Cost $68.41 Unrealized +7.4%
TFC TRUIST FINL CORP 0.2%
Value ($000) $1,685 Shares 54,647 Est. Cost $40.89 Unrealized -12.0%
KHC KRAFT HEINZ CO 0.2%
Value ($000) $1,678 Shares 67,834 Est. Cost $20.68 Unrealized 0.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,664 Shares 25,307 Est. Cost $71.00 Unrealized 0.0%
IJS ISHARES TR 0.2%
Value ($000) $1,638 Shares 16,389 Est. Cost $137.09 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1,624 Shares 56,587 Est. Cost $40.69 Unrealized -10.0%
MYLAN NV 0.2%
Value ($000) $1,612 Shares 108,090 Est. Cost $20.01 Unrealized
IAA INC 0.2%
Value ($000) $1,583 Shares 52,823 Est. Cost $39.00 Unrealized
DLTR DOLLAR TREE INC 0.2%
Value ($000) $1,576 Shares 21,450 Est. Cost $56.12 Unrealized +51.7%
IWS ISHARES TR 0.2%
Value ($000) $1,538 Shares 23,995 Est. Cost $61.25 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $1,503 Shares 31,099 Est. Cost $34.31 Unrealized +38.5%
IWF ISHARES TR 0.2%
Value ($000) $1,501 Shares 9,964 Est. Cost $126.98 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,501 Shares 8,039 Est. Cost $145.21 Unrealized +30.9%
BR BROADRIDGE FINL SOLUTIONS IN 0.2%
Value ($000) $1,497 Shares 15,786 Est. Cost $103.19 Unrealized 0.0%
BWA BORGWARNER INC 0.2%
Value ($000) $1,461 Shares 59,950 Est. Cost $26.41 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,451 Shares 8,852 Est. Cost $37.41 Unrealized -6.7%
IWR ISHARES TR 0.2%
Value ($000) $1,387 Shares 32,131 Est. Cost $68.00 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $1,351 Shares 24,968 Est. Cost $37.55 Unrealized +39.4%
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $1,293 Shares 13,860 Est. Cost $142.44 Unrealized -19.8%
GOOGL ALPHABET INC 0.1%
Value ($000) $1,290 Shares 1,110 Est. Cost $43.69 Unrealized +53.9%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $1,254 Shares 7,140 Est. Cost $226.32 Unrealized +10.2%
SHY ISHARES TR 0.1%
Value ($000) $1,249 Shares 14,408 Est. Cost $84.32 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,248 Shares 40,510 Est. Cost $34.08 Unrealized +20.2%
MEREDITH CORP 0.1%
Value ($000) $1,220 Shares 99,799 Est. Cost $47.02 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $1,189 Shares 15,074 Est. Cost $57.19 Unrealized +31.7%
IGIB ISHARES TR 0.1%
Value ($000) $1,179 Shares 21,469 Est. Cost $57.16 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $1,146 Shares 8,889 Est. Cost $101.82 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,086 Shares 7,439 Est. Cost $92.36 Unrealized +77.2%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $1,070 Shares 9,272 Est. Cost $108.40 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,048 Shares 6,338 Est. Cost $99.22 Unrealized +73.2%
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $959 Shares 12,717 Est. Cost $56.86 Unrealized +50.0%
BA BOEING CO 0.1%
Value ($000) $930 Shares 6,239 Est. Cost $100.25 Unrealized +172.1%
WDAY WORKDAY INC 0.1%
Value ($000) $896 Shares 6,877 Est. Cost $193.92 Unrealized -13.1%
CAKE CHEESECAKE FACTORY INC 0.1%
Value ($000) $858 Shares 50,209 Est. Cost $36.58 Unrealized -17.8%
VWOB VANGUARD WHITEHALL FDS 0.1%
Value ($000) $854 Shares 12,133 Est. Cost $78.22 Unrealized
GTLS CHART INDS INC 0.1%
Value ($000) $825 Shares 28,458 Est. Cost $43.80 Unrealized +24.0%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $794 Shares 30,306 Est. Cost $83.74 Unrealized -41.1%
BAX BAXTER INTL INC 0.1%
Value ($000) $771 Shares 9,502 Est. Cost $41.57 Unrealized +84.6%
AGZ ISHARES TR 0.1%
Value ($000) $764 Shares 6,337 Est. Cost $115.24 Unrealized
FISV FISERV INC 0.1%
Value ($000) $753 Shares 7,931 Est. Cost $82.51 Unrealized +34.6%
DHR DANAHER CORPORATION 0.1%
Value ($000) $750 Shares 5,417 Est. Cost $99.39 Unrealized +32.1%
CB CHUBB LIMITED 0.1%
Value ($000) $736 Shares 6,586 Est. Cost $118.54 Unrealized +10.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $720 Shares 30,480 Est. Cost $56.41 Unrealized -32.0%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $707 Shares 8,602 Est. Cost $79.37 Unrealized
NVS NOVARTIS A G 0.1%
Value ($000) $698 Shares 8,470 Est. Cost $95.60 Unrealized
CTRA CABOT OIL & GAS CORP 0.1%
Value ($000) $697 Shares 40,537 Est. Cost $16.65 Unrealized -27.9%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $644 Shares 5,037 Est. Cost $91.30 Unrealized +22.8%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $628 Shares 2,214 Est. Cost $310.51 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $624 Shares 3,825 Est. Cost $142.15 Unrealized +24.5%
BP BP PLC 0.1%
Value ($000) $620 Shares 25,401 Est. Cost $41.63 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $618 Shares 4,383 Est. Cost $80.54 Unrealized +80.0%
OPLN KAR AUCTION SVCS INC 0.1%
Value ($000) $612 Shares 50,997 Est. Cost $17.69 Unrealized +10.4%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $603 Shares 3,165 Est. Cost $182.19 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $602 Shares 6,801 Est. Cost $60.84 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $586 Shares 4,900 Est. Cost $86.27 Unrealized +33.8%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $564 Shares 16,418 Est. Cost $37.86 Unrealized -4.8%
KO COCA COLA CO 0.1%
Value ($000) $556 Shares 12,568 Est. Cost $33.36 Unrealized +34.9%
XEL XCEL ENERGY INC 0.1%
Value ($000) $531 Shares 8,800 Est. Cost $26.01 Unrealized +108.6%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $514 Shares 6,845 Est. Cost $69.53 Unrealized +19.5%
IWM ISHARES TR 0.1%
Value ($000) $507 Shares 4,433 Est. Cost $122.56 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $469 Shares 2,572 Est. Cost $176.42 Unrealized +15.5%
ICF ISHARES TR 0.1%
Value ($000) $462 Shares 5,040 Est. Cost $111.19 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $457 Shares 3,440 Est. Cost $155.27 Unrealized 0.0%
AAXJ ISHARES TR 0.1%
Value ($000) $452 Shares 7,563 Est. Cost $58.55 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $448 Shares 9,407 Est. Cost $45.55 Unrealized +26.8%
VFC V F CORP 0.1%
Value ($000) $441 Shares 8,150 Est. Cost $77.99 Unrealized -0.1%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $431 Shares 20,723 Est. Cost $24.54 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $427 Shares 5,085 Est. Cost $78.16 Unrealized +25.1%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $425 Shares 5,284 Est. Cost $34.26 Unrealized
CSX CSX CORP 0.0%
Value ($000) $425 Shares 7,417 Est. Cost $9.18 Unrealized +135.0%
WORLD GOLD TR 0.0%
Value ($000) $409 Shares 26,045 Est. Cost $14.17 Unrealized
INTU INTUIT 0.0%
Value ($000) $403 Shares 1,753 Est. Cost $59.35 Unrealized +339.6%
CFG CITIZENS FINANCIAL GROUP INC 0.0%
Value ($000) $394 Shares 20,922 Est. Cost $19.55 Unrealized +28.2%
FDX FEDEX CORP 0.0%
Value ($000) $364 Shares 3,000 Est. Cost $145.62 Unrealized -13.4%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $364 Shares 1,720 Est. Cost $211.77 Unrealized
LINDE PLC 0.0%
Value ($000) $346 Shares 2,000 Est. Cost $176.40 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $346 Shares 10,300 Est. Cost $41.86 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $345 Shares 2,608 Est. Cost $143.71 Unrealized +0.9%
XILINX INC 0.0%
Value ($000) $343 Shares 4,404 Est. Cost $126.70 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $332 Shares 3,470 Est. Cost $57.92 Unrealized +87.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $327 Shares 41,133 Est. Cost $13.41 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $313 Shares 1,884 Est. Cost $167.93 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $304 Shares 2,279 Est. Cost $120.56 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $302 Shares 4,490 Est. Cost $84.75 Unrealized -11.3%
VOX VANGUARD WORLD FDS 0.0%
Value ($000) $295 Shares 3,876 Est. Cost $74.21 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $293 Shares 3,279 Est. Cost $81.51 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $293 Shares 4,018 Est. Cost $56.31 Unrealized +7.9%
MDT MEDTRONIC PLC 0.0%
Value ($000) $293 Shares 3,253 Est. Cost $79.38 Unrealized +13.6%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $292 Shares 635 Est. Cost $107.22 Unrealized +59.7%
GL GLOBE LIFE INC 0.0%
Value ($000) $286 Shares 3,968 Est. Cost $86.11 Unrealized +4.2%
O REALTY INCOME CORP 0.0%
Value ($000) $266 Shares 5,338 Est. Cost $36.09 Unrealized +43.7%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $259 Shares 1,075 Est. Cost $38.59 Unrealized +40.7%
ELV ANTHEM INC 0.0%
Value ($000) $258 Shares 1,138 Est. Cost $258.69 Unrealized -2.8%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $258 Shares 4,742 Est. Cost $51.58 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $252 Shares 3,000 Est. Cost $104.41 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $241 Shares 3,626 Est. Cost $55.06 Unrealized +11.8%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $237 Shares 2,565 Est. Cost $87.01 Unrealized +19.7%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $231 Shares 3,914 Est. Cost $48.53 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $229 Shares 1,887 Est. Cost $82.96 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $216 Shares 2,895 Est. Cost $54.92 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $214 Shares 2,180 Est. Cost $112.37 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $212 Shares 1,225 Est. Cost $138.67 Unrealized 0.0%
GIS GENERAL MLS INC 0.0%
Value ($000) $205 Shares 3,880 Est. Cost $34.11 Unrealized +27.0%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $202 Shares 1,400 Est. Cost $114.89 Unrealized 0.0%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $174 Shares 13,840 Est. Cost $16.37 Unrealized +6.2%
CANOPY GROWTH CORP 0.0%
Value ($000) $162 Shares 11,265 Est. Cost $43.41 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $114 Shares 23,500 Est. Cost $6.04 Unrealized -6.4%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $77 Shares 11,388 Est. Cost $9.79 Unrealized 0.0%
DURECT CORP 0.0%
Value ($000) $62 Shares 40,000 Est. Cost $0.65 Unrealized
PBI PITNEY BOWES INC 0.0%
Value ($000) $54 Shares 26,500 Est. Cost $5.87 Unrealized -41.6%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $14 Shares 12,000 Est. Cost $3.90 Unrealized 0.0%