SouthState Corp Diversified Active

CIK: 0000764038 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 8, 2017

Total Value ($000): $696,377 (100.0% shares, 0.0% debt)

Holdings (237)

VEU VANGUARD FTSE ALL-WORLD EX-US 2.9%
Value ($000) $20,051 Shares 453,855 Est. Cost $46.95 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $17,037 Shares 274,166 Est. Cost $30.44 Unrealized +77.2%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $16,724 Shares 145,155 Est. Cost $65.87 Unrealized +36.2%
AAPL APPLE INC 2.1%
Value ($000) $14,604 Shares 126,084 Est. Cost $21.85 Unrealized +19.4%
HD HOME DEPOT INC 1.9%
Value ($000) $13,497 Shares 100,661 Est. Cost $59.80 Unrealized +72.9%
JPM JP MORGAN CHASE & CO 1.8%
Value ($000) $12,620 Shares 146,252 Est. Cost $42.23 Unrealized +41.8%
XOM EXXON MOBIL CORP 1.8%
Value ($000) $12,345 Shares 136,775 Est. Cost $54.11 Unrealized +7.5%
GENERAL ELECTRIC CORP 1.7%
Value ($000) $12,134 Shares 384,003 Est. Cost $24.91 Unrealized
CSCO CISCO SYSTEMS INC 1.7%
Value ($000) $12,026 Shares 397,937 Est. Cost $17.10 Unrealized +34.8%
USB US BANCORP 1.7%
Value ($000) $11,819 Shares 230,075 Est. Cost $25.31 Unrealized +33.4%
PG PROCTER & GAMBLE COMPANY 1.7%
Value ($000) $11,522 Shares 137,034 Est. Cost $57.56 Unrealized +16.0%
IVV ISHARES CORE S&P 500 ETF 1.6%
Value ($000) $10,914 Shares 48,503 Est. Cost $202.12 Unrealized
GS GOLDMAN SACHS GROUP INC COM 1.5%
Value ($000) $10,116 Shares 42,247 Est. Cost $147.89 Unrealized +13.4%
VZ VERIZON COMMUNICATIONS 1.4%
Value ($000) $9,975 Shares 186,857 Est. Cost $27.13 Unrealized +14.2%
DUK DUKE ENERGY CORP 1.4%
Value ($000) $9,955 Shares 128,242 Est. Cost $44.25 Unrealized +19.0%
KO COCA COLA CO 1.4%
Value ($000) $9,893 Shares 238,614 Est. Cost $28.92 Unrealized +7.9%
DIS DISNEY WALT CO NEW 1.4%
Value ($000) $9,775 Shares 93,798 Est. Cost $56.11 Unrealized +61.7%
TJX TJX COMPANIES 1.4%
Value ($000) $9,462 Shares 125,932 Est. Cost $21.06 Unrealized +57.8%
POWERSHARES VARIABLE RATE PR 1.3%
Value ($000) $9,386 Shares 381,385 Est. Cost $24.53 Unrealized
COP CONOCOPHILLIPS 1.3%
Value ($000) $8,924 Shares 177,985 Est. Cost $42.53 Unrealized -18.2%
SYY SYSCO CORP 1.2%
Value ($000) $8,695 Shares 157,030 Est. Cost $24.64 Unrealized +66.3%
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $8,481 Shares 52,971 Est. Cost $97.29 Unrealized +33.4%
EFA ISHARES MSCI EAFE ETF 1.2%
Value ($000) $8,407 Shares 145,615 Est. Cost $58.02 Unrealized
T AT & T INC 1.2%
Value ($000) $8,386 Shares 197,158 Est. Cost $11.52 Unrealized +34.2%
AMGN AMGEN INC 1.2%
Value ($000) $8,367 Shares 57,225 Est. Cost $82.97 Unrealized +37.8%
BRK/B BERKSHIRE HATHAWAY INC-CL B 1.1%
Value ($000) $7,904 Shares 48,497 Est. Cost $110.20 Unrealized +39.7%
INTC INTEL CORP 1.1%
Value ($000) $7,818 Shares 215,534 Est. Cost $18.76 Unrealized +55.4%
VGK VANGUARD FTSE EUROPE ETF 1.1%
Value ($000) $7,678 Shares 160,154 Est. Cost $50.72 Unrealized
HON HONEYWELL INTERNATIONAL INC 1.1%
Value ($000) $7,673 Shares 66,229 Est. Cost $58.72 Unrealized +43.4%
FISV FISERV INC 1.1%
Value ($000) $7,652 Shares 71,997 Est. Cost $24.30 Unrealized +111.4%
MDLZ MONDELEZ INTERNATIONAL INC 1.1%
Value ($000) $7,552 Shares 170,351 Est. Cost $28.83 Unrealized +20.5%
CVX CHEVRON CORPORATION 1.0%
Value ($000) $7,143 Shares 60,691 Est. Cost $70.52 Unrealized +4.7%
UNITED TECHNOLOGIES CORP 1.0%
Value ($000) $7,117 Shares 64,921 Est. Cost $93.75 Unrealized
PFE PFIZER INC 1.0%
Value ($000) $7,042 Shares 216,812 Est. Cost $17.69 Unrealized +15.9%
BAC BANK AMER CORP 1.0%
Value ($000) $6,993 Shares 316,451 Est. Cost $12.81 Unrealized +22.4%
DU PONT E I DE NEMOURS & CO 1.0%
Value ($000) $6,899 Shares 93,983 Est. Cost $53.80 Unrealized
PEP PEPSICO INC 1.0%
Value ($000) $6,720 Shares 64,227 Est. Cost $60.54 Unrealized +31.1%
CVS CVS HEALTH CORP 0.9%
Value ($000) $6,590 Shares 83,516 Est. Cost $48.54 Unrealized +25.8%
KHC KRAFT HEINZ CO 0.9%
Value ($000) $6,455 Shares 73,925 Est. Cost $47.82 Unrealized +18.1%
ADP AUTOMATIC DATA PROCESSING INC 0.9%
Value ($000) $6,365 Shares 61,924 Est. Cost $45.09 Unrealized +70.2%
CMCSA COMCAST CORP-CL A 0.9%
Value ($000) $6,276 Shares 90,899 Est. Cost $18.04 Unrealized +48.6%
DHR DANAHER CORP 0.9%
Value ($000) $6,257 Shares 80,381 Est. Cost $27.64 Unrealized +140.1%
UNP UNION PAC CORP 0.9%
Value ($000) $6,030 Shares 58,166 Est. Cost $67.74 Unrealized +18.6%
AIG AMERICAN INTERNATIONAL GROUP 0.9%
Value ($000) $5,986 Shares 91,658 Est. Cost $43.48 Unrealized +14.5%
BA BOEING COMPANY 0.8%
Value ($000) $5,800 Shares 37,260 Est. Cost $117.55 Unrealized +14.8%
CB CHUBB LTD 0.8%
Value ($000) $5,338 Shares 40,409 Est. Cost $99.02 Unrealized +9.4%
PSX PHILLIPS 66 0.8%
Value ($000) $5,275 Shares 61,051 Est. Cost $44.76 Unrealized +31.1%
ELV ANTHEM INC 0.8%
Value ($000) $5,226 Shares 36,349 Est. Cost $110.90 Unrealized +6.9%
EMR EMERSON ELECTRIC 0.7%
Value ($000) $5,186 Shares 93,032 Est. Cost $40.52 Unrealized +5.8%
EXPRESS SCRIPTS HLDG 0.7%
Value ($000) $5,145 Shares 74,803 Est. Cost $61.92 Unrealized
MA MASTERCARD INC-A 0.7%
Value ($000) $5,050 Shares 48,906 Est. Cost $84.09 Unrealized +16.9%
SPY SPDR S&P 500 ETF TRUST 0.7%
Value ($000) $4,974 Shares 22,255 Est. Cost $203.07 Unrealized
COF CAPITAL ONE FINANCIAL 0.7%
Value ($000) $4,898 Shares 56,149 Est. Cost $65.36 Unrealized +5.2%
SYK STRYKER CORP 0.7%
Value ($000) $4,894 Shares 40,854 Est. Cost $57.05 Unrealized +82.2%
ORCL ORACLE CORPORATION COM 0.7%
Value ($000) $4,864 Shares 126,506 Est. Cost $33.21 Unrealized +2.8%
SOUTH STATE CORPORATION 0.7%
Value ($000) $4,789 Shares 54,793 Est. Cost $66.18 Unrealized
SLB SCHLUMBERGER LTD 0.7%
Value ($000) $4,774 Shares 56,876 Est. Cost $54.15 Unrealized +16.4%
RSG REPUBLIC SERVICES INC 0.7%
Value ($000) $4,747 Shares 83,221 Est. Cost $26.53 Unrealized +74.1%
DVN DEVON ENERGY CORPORATION NEW 0.7%
Value ($000) $4,731 Shares 103,588 Est. Cost $38.38 Unrealized -18.9%
UPS UNITED PARCEL SVC INC CL B 0.6%
Value ($000) $4,406 Shares 38,435 Est. Cost $68.32 Unrealized +17.5%
GOOG ALPHABET INC CL C 0.6%
Value ($000) $4,356 Shares 5,644 Est. Cost $32.87 Unrealized +17.6%
TGT TARGET CORP 0.6%
Value ($000) $3,893 Shares 53,900 Est. Cost $54.54 Unrealized +1.5%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $3,888 Shares 52,488 Est. Cost $61.34 Unrealized -0.6%
NUE NUCOR CORP 0.5%
Value ($000) $3,730 Shares 62,672 Est. Cost $32.85 Unrealized +38.9%
C. R. BARD INC 0.5%
Value ($000) $3,672 Shares 16,345 Est. Cost $108.67 Unrealized
V VISA INC 0.5%
Value ($000) $3,623 Shares 46,442 Est. Cost $69.42 Unrealized +8.7%
MMM 3M CO 0.5%
Value ($000) $3,589 Shares 20,100 Est. Cost $75.03 Unrealized +41.5%
DEO DIAGEO PLC ADR 0.5%
Value ($000) $3,532 Shares 33,979 Est. Cost $115.30 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $3,417 Shares 58,029 Est. Cost $34.86 Unrealized +26.5%
AFL AFLAC INC 0.5%
Value ($000) $3,327 Shares 47,809 Est. Cost $20.28 Unrealized +40.3%
VIG VANGUARD DIVIDEND APPREC ETF 0.5%
Value ($000) $3,317 Shares 38,937 Est. Cost $70.40 Unrealized
ALPHABET INC CL A 0.5%
Value ($000) $3,289 Shares 4,150 Est. Cost $792.53 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.5%
Value ($000) $3,193 Shares 43,829 Est. Cost $85.13 Unrealized
YUM YUM! BRANDS INC 0.5%
Value ($000) $3,156 Shares 49,837 Est. Cost $49.64 Unrealized +7.4%
IWR ISHARES RUSSELL MIDCAP ETF 0.4%
Value ($000) $3,018 Shares 16,876 Est. Cost $160.01 Unrealized
LLY ELI LILLY & CO. 0.4%
Value ($000) $2,837 Shares 38,565 Est. Cost $53.23 Unrealized +20.6%
IBM INTL. BUSINESS MACHINES CORP 0.4%
Value ($000) $2,819 Shares 16,987 Est. Cost $113.43 Unrealized -9.2%
MUNI PIMCO INTERMEDIATE MUNICIPAL B 0.4%
Value ($000) $2,742 Shares 52,333 Est. Cost $52.40 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $2,651 Shares 45,349 Est. Cost $31.56 Unrealized +25.3%
BSV VANGUARD SHORT TERM BOND ETF 0.4%
Value ($000) $2,604 Shares 32,775 Est. Cost $80.28 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $2,595 Shares 67,561 Est. Cost $29.30 Unrealized +14.8%
AMZN AMAZON.COM INC 0.4%
Value ($000) $2,545 Shares 3,394 Est. Cost $35.97 Unrealized +8.9%
KR KROGER 0.4%
Value ($000) $2,470 Shares 71,572 Est. Cost $28.63 Unrealized -5.8%
FTV FORTIVE CORP 0.4%
Value ($000) $2,459 Shares 45,861 Est. Cost $30.99 Unrealized +2.8%
MO ALTRIA GROUP INC 0.3%
Value ($000) $2,430 Shares 35,923 Est. Cost $18.12 Unrealized +87.5%
VEA VANGUARD FTSE DEVELOPED MARKET 0.3%
Value ($000) $2,421 Shares 66,264 Est. Cost $37.38 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND 0.3%
Value ($000) $2,307 Shares 29,059 Est. Cost $79.42 Unrealized
SU SUNCOR ENERGY INC 0.3%
Value ($000) $2,213 Shares 67,704 Est. Cost $22.60 Unrealized -2.5%
HP HELMERICH & PAYNE 0.3%
Value ($000) $2,186 Shares 28,243 Est. Cost $61.57 Unrealized +15.4%
LYB LYONDELLBASELL INDUSTRIES NV 0.3%
Value ($000) $2,127 Shares 24,790 Est. Cost $46.14 Unrealized +7.1%
MS MORGAN STANLEY 0.3%
Value ($000) $2,077 Shares 49,148 Est. Cost $17.41 Unrealized +67.4%
GIS GENERAL MLS INC 0.3%
Value ($000) $2,069 Shares 33,502 Est. Cost $32.25 Unrealized +39.2%
CL COLGATE-PALMOLIVE CO 0.3%
Value ($000) $2,056 Shares 31,408 Est. Cost $44.40 Unrealized +24.7%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.3%
Value ($000) $1,999 Shares 19,056 Est. Cost $73.67 Unrealized
NVO NOVO NORDISK AS SPONS ADR 0.3%
Value ($000) $1,992 Shares 55,541 Est. Cost $58.87 Unrealized
TESORO CORP 0.3%
Value ($000) $1,980 Shares 22,637 Est. Cost $71.77 Unrealized
VARIAN MEDICAL SYSTEMS 0.3%
Value ($000) $1,941 Shares 21,615 Est. Cost $68.76 Unrealized
VNQ VANGUARD REIT ETF 0.3%
Value ($000) $1,913 Shares 23,185 Est. Cost $75.43 Unrealized
KSS KOHLS 0.3%
Value ($000) $1,906 Shares 38,600 Est. Cost $61.96 Unrealized -20.1%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $1,903 Shares 16,990 Est. Cost $89.48 Unrealized
CITRIX SYS INC 0.3%
Value ($000) $1,868 Shares 20,913 Est. Cost $66.50 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.3%
Value ($000) $1,836 Shares 15,699 Est. Cost $57.09 Unrealized +35.1%
DOW CHEM COMPANY 0.3%
Value ($000) $1,825 Shares 31,887 Est. Cost $53.59 Unrealized
UAL UNITED CONTINENTAL HOLDINGS IN 0.3%
Value ($000) $1,758 Shares 24,118 Est. Cost $56.47 Unrealized +12.8%
VXF VANGUARD EXTENDED MKT ETF 0.3%
Value ($000) $1,747 Shares 18,215 Est. Cost $72.31 Unrealized
KEY KEY CORP 0.2%
Value ($000) $1,700 Shares 93,074 Est. Cost $8.79 Unrealized +21.9%
ALLERGAN PLC 0.2%
Value ($000) $1,654 Shares 7,878 Est. Cost $227.51 Unrealized
NKE NIKE INC CLASS B COM 0.2%
Value ($000) $1,581 Shares 31,109 Est. Cost $40.77 Unrealized +11.8%
VGT VANGUARD INFO TECH ETF 0.2%
Value ($000) $1,486 Shares 12,231 Est. Cost $84.20 Unrealized
DVY ISHARES DJ SELECT DIVIDEND ETF 0.2%
Value ($000) $1,485 Shares 16,760 Est. Cost $68.67 Unrealized
DR PEPPER SNAPPLE GROUP INC 0.2%
Value ($000) $1,479 Shares 16,310 Est. Cost $70.44 Unrealized
VTI VANGUARD TOTAL STCK MK ETF 0.2%
Value ($000) $1,475 Shares 12,791 Est. Cost $89.38 Unrealized
VO VANGUARD IND FD MID-CAP 0.2%
Value ($000) $1,451 Shares 11,026 Est. Cost $129.09 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1,358 Shares 21,673 Est. Cost $27.38 Unrealized +52.6%
PM PHILIP MORRIS INTERNATIONAL 0.2%
Value ($000) $1,347 Shares 14,727 Est. Cost $49.58 Unrealized +17.5%
SO SOUTHERN CO 0.2%
Value ($000) $1,312 Shares 26,662 Est. Cost $27.03 Unrealized +24.1%
NXPI NXP SEMICONDUCTORS 0.2%
Value ($000) $1,256 Shares 12,814 Est. Cost $79.01 Unrealized +11.8%
D DOMINION RESOURCES INC 0.2%
Value ($000) $1,226 Shares 16,000 Est. Cost $35.14 Unrealized +40.7%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $1,185 Shares 8,787 Est. Cost $103.32 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.2%
Value ($000) $1,185 Shares 45,346 Est. Cost $26.68 Unrealized 0.0%
VV VANGUARD LARGE-CAP ETF 0.2%
Value ($000) $1,148 Shares 11,206 Est. Cost $97.37 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,144 Shares 20,603 Est. Cost $45.58 Unrealized 0.0%
BB & T CORP 0.2%
Value ($000) $1,139 Shares 24,219 Est. Cost $36.28 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,134 Shares 9,315 Est. Cost $71.65 Unrealized +31.6%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,132 Shares 9,472 Est. Cost $18.72 Unrealized +26.7%
LOW LOWES COS INC 0.2%
Value ($000) $1,126 Shares 15,840 Est. Cost $35.40 Unrealized +68.9%
CDK GLOBAL INC 0.2%
Value ($000) $1,094 Shares 18,326 Est. Cost $55.45 Unrealized
POWERSHARES QQQ TRUST 0.2%
Value ($000) $1,089 Shares 9,190 Est. Cost $109.21 Unrealized
POWERSHARES H/Y EQ DVD ACHIEVE 0.1%
Value ($000) $1,043 Shares 61,606 Est. Cost $10.84 Unrealized
SCANA CORP 0.1%
Value ($000) $1,013 Shares 13,831 Est. Cost $54.31 Unrealized
DIA SPDR DJIA TRUST 0.1%
Value ($000) $1,005 Shares 5,090 Est. Cost $176.62 Unrealized
WFC WELLS FARGO & CO 0.1%
Value ($000) $994 Shares 18,031 Est. Cost $35.70 Unrealized +9.3%
WALGREENS BOOTS ALLIANCE 0.1%
Value ($000) $991 Shares 11,972 Est. Cost $77.60 Unrealized
RAYTHEON COMPANY 0.1%
Value ($000) $984 Shares 6,932 Est. Cost $136.65 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $977 Shares 10,534 Est. Cost $61.61 Unrealized +19.7%
MUR MURPHY OIL CORP 0.1%
Value ($000) $949 Shares 30,500 Est. Cost $34.72 Unrealized -37.3%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value ($000) $929 Shares 3,080 Est. Cost $251.26 Unrealized
WMT WAL MART STORES INC 0.1%
Value ($000) $866 Shares 12,530 Est. Cost $19.98 Unrealized -0.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $860 Shares 12,076 Est. Cost $60.69 Unrealized +2.7%
EPD ENTERPRISE PRODUCTS 0.1%
Value ($000) $841 Shares 31,100 Est. Cost $24.73 Unrealized
ADBE ADOBE SYS INC 0.1%
Value ($000) $769 Shares 7,468 Est. Cost $105.86 Unrealized 0.0%
VSS VANGUARD FTSE ALL WORLD X-US S 0.1%
Value ($000) $762 Shares 8,109 Est. Cost $91.43 Unrealized
BRK/A BERKSHIRE HATHAWAY INC-CL A 0.1%
Value ($000) $732 Shares 3 Est. Cost $184796.53 Unrealized +24.9%
SF STIFEL FINANCIAL CORPORATION 0.1%
Value ($000) $720 Shares 14,423 Est. Cost $19.75 Unrealized +35.0%
KBE SPDR S&P BANK ETF 0.1%
Value ($000) $720 Shares 16,561 Est. Cost $33.18 Unrealized
HPQ HP INC 0.1%
Value ($000) $714 Shares 48,090 Est. Cost $9.18 Unrealized +22.3%
GPC GENUINE PARTS CO 0.1%
Value ($000) $704 Shares 7,366 Est. Cost $56.02 Unrealized +30.4%
DON WISDOMTREE MIDCAP DIVIDEND FD 0.1%
Value ($000) $666 Shares 7,054 Est. Cost $67.44 Unrealized
AVB AVALONBAY COMMUNITIES INC 0.1%
Value ($000) $638 Shares 3,600 Est. Cost $95.37 Unrealized +29.4%
CSX CSX CORPORATION 0.1%
Value ($000) $617 Shares 17,184 Est. Cost $6.84 Unrealized +44.6%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $613 Shares 6,467 Est. Cost $79.50 Unrealized +1.4%
POWERSHARES S&P 500 LOW VOLA 0.1%
Value ($000) $611 Shares 14,687 Est. Cost $32.96 Unrealized
CPT CAMDEN PROPERTY TRUST 0.1%
Value ($000) $605 Shares 7,200 Est. Cost $44.56 Unrealized +30.7%
CAROLINA FINANCIAL CORP 0.1%
Value ($000) $591 Shares 19,200 Est. Cost $22.34 Unrealized
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $591 Shares 4,579 Est. Cost $112.58 Unrealized
LEG LEGGETT & PLATT INC 0.1%
Value ($000) $591 Shares 12,100 Est. Cost $49.88 Unrealized -4.6%
IWS ISHARES RUSSELL MIDCAP VALUE E 0.1%
Value ($000) $590 Shares 7,339 Est. Cost $59.85 Unrealized
GLAXO SMITHKLINE ADR 0.1%
Value ($000) $574 Shares 14,887 Est. Cost $48.25 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $569 Shares 4,978 Est. Cost $75.37 Unrealized +12.2%
REYNOLDS AMERICA 0.1%
Value ($000) $568 Shares 10,138 Est. Cost $47.19 Unrealized
VWO VANGUARD EMERGING MKTS ETF 0.1%
Value ($000) $554 Shares 15,486 Est. Cost $39.52 Unrealized
MUSA MURPHY USA INC 0.1%
Value ($000) $545 Shares 8,876 Est. Cost $44.49 Unrealized +47.1%
EQR EQUITY RESIDENTIAL PROPERTIES 0.1%
Value ($000) $528 Shares 8,200 Est. Cost $37.77 Unrealized +16.6%
AIVL WISDOM TREE DIVIDEND EX-FINANC 0.1%
Value ($000) $520 Shares 6,476 Est. Cost $65.22 Unrealized
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $511 Shares 8,121 Est. Cost $34.07 Unrealized +31.2%
SUNTRUST BANKS INC 0.1%
Value ($000) $511 Shares 9,324 Est. Cost $41.32 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $495 Shares 7,183 Est. Cost $50.69 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $475 Shares 8,952 Est. Cost $28.60 Unrealized +9.3%
EFV ISHARES MSCI EAFE VALUE ETF 0.1%
Value ($000) $472 Shares 9,983 Est. Cost $46.37 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $470 Shares 2,725 Est. Cost $78.69 Unrealized +70.4%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $468 Shares 1,869 Est. Cost $96.20 Unrealized +103.7%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $461 Shares 6,430 Est. Cost $70.78 Unrealized -24.8%
CINF CINCINNATI FINANCIAL CORP 0.1%
Value ($000) $460 Shares 6,070 Est. Cost $58.71 Unrealized -0.9%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $447 Shares 2,700 Est. Cost $154.44 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $444 Shares 7,470 Est. Cost $38.41 Unrealized +5.8%
DLTR DOLLAR TREE INC 0.1%
Value ($000) $435 Shares 5,642 Est. Cost $86.42 Unrealized -6.9%
ALL ALLSTATE CORP 0.1%
Value ($000) $411 Shares 5,544 Est. Cost $38.08 Unrealized +50.9%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $410 Shares 9,230 Est. Cost $39.74 Unrealized 0.0%
RWR SPDR DOW JONES REIT ETF 0.1%
Value ($000) $402 Shares 4,306 Est. Cost $77.68 Unrealized
ROST ROSS STORES INC COM 0.1%
Value ($000) $401 Shares 6,120 Est. Cost $36.72 Unrealized +62.8%
XRAY DENTSPLY SIRONA INC 0.1%
Value ($000) $398 Shares 6,900 Est. Cost $60.93 Unrealized -3.0%
BLDRS EMERGING MKTS ADR 0.1%
Value ($000) $389 Shares 12,055 Est. Cost $36.95 Unrealized
VFC V F CORP 0.1%
Value ($000) $387 Shares 7,247 Est. Cost $58.14 Unrealized -10.8%
BNDX VANGUARD TOTAL INTERNATIONAL 0.1%
Value ($000) $384 Shares 7,068 Est. Cost $54.48 Unrealized
L BRANDS INC 0.1%
Value ($000) $375 Shares 5,695 Est. Cost $70.14 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.1%
Value ($000) $374 Shares 5,175 Est. Cost $32.64 Unrealized +86.2%
BLACKROCK INC CLASS A 0.1%
Value ($000) $368 Shares 969 Est. Cost $307.27 Unrealized
IJK ISHARES S&P MIDCAP 400/GRWTH E 0.1%
Value ($000) $368 Shares 2,018 Est. Cost $144.29 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $365 Shares 5,071 Est. Cost $60.93 Unrealized -9.2%
IXJ ISHARES S&P GLOBAL HEALTHCARE 0.1%
Value ($000) $357 Shares 3,769 Est. Cost $101.01 Unrealized
UNILEVER PLC 0.1%
Value ($000) $356 Shares 8,744 Est. Cost $40.69 Unrealized
RING ISHARES MSCI GLOBAL GOLD MIN 0.0%
Value ($000) $345 Shares 20,161 Est. Cost $17.11 Unrealized
GOOGL ALPHABET INC CL A 0.0%
Value ($000) $341 Shares 430 Est. Cost $36.72 Unrealized +8.1%
SEIC SEI INVESTMENTS COMPANY 0.0%
Value ($000) $341 Shares 6,900 Est. Cost $41.67 Unrealized -0.3%
IWP ISHARES RUSSELL MIDCAP GRWTH E 0.0%
Value ($000) $335 Shares 3,441 Est. Cost $93.84 Unrealized
IJJ ISHARES S&P MIDCAP 400/VALUE E 0.0%
Value ($000) $329 Shares 2,267 Est. Cost $111.69 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $317 Shares 2,619 Est. Cost $88.40 Unrealized
ROYAL DUTCH-ADR A 0.0%
Value ($000) $312 Shares 5,739 Est. Cost $64.71 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $304 Shares 4,274 Est. Cost $58.97 Unrealized -6.7%
L-3 COM HLDGS INC 0.0%
Value ($000) $297 Shares 1,952 Est. Cost $150.94 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BO 0.0%
Value ($000) $292 Shares 2,700 Est. Cost $111.04 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $291 Shares 3,123 Est. Cost $79.56 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $287 Shares 1,792 Est. Cost $105.01 Unrealized +23.0%
TIP ISHARES BARCLAYS TIPS BOND ETF 0.0%
Value ($000) $282 Shares 2,490 Est. Cost $112.95 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $278 Shares 11,961 Est. Cost $22.44 Unrealized
GLW CORNING INC 0.0%
Value ($000) $271 Shares 11,174 Est. Cost $15.52 Unrealized +20.1%
EOG EOG RESOURCES INC 0.0%
Value ($000) $268 Shares 2,650 Est. Cost $65.68 Unrealized +10.2%
ITIC INVESTORS TITLE CO 0.0%
Value ($000) $267 Shares 1,686 Est. Cost $123.89 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $265 Shares 2,446 Est. Cost $69.87 Unrealized +20.2%
SUNOCO LOGISTICS PARTNERS LP 0.0%
Value ($000) $259 Shares 10,800 Est. Cost $48.08 Unrealized
SON SONOCO PRODUCTS CO 0.0%
Value ($000) $256 Shares 4,862 Est. Cost $38.37 Unrealized 0.0%
META FACEBOOK 0.0%
Value ($000) $246 Shares 2,134 Est. Cost $121.96 Unrealized 0.0%
KELLOGG COMPANY 0.0%
Value ($000) $242 Shares 3,281 Est. Cost $48.73 Unrealized +2.7%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $242 Shares 1,460 Est. Cost $139.07 Unrealized +4.0%
XEL XCEL ENERGY INC 0.0%
Value ($000) $241 Shares 5,932 Est. Cost $28.69 Unrealized +5.0%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $240 Shares 2,190 Est. Cost $117.83 Unrealized
SJM JM SMUCKER CO/THE-NEW 0.0%
Value ($000) $239 Shares 1,866 Est. Cost $89.75 Unrealized +8.8%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $237 Shares 3,301 Est. Cost $71.80 Unrealized
NOC NORTHROP 0.0%
Value ($000) $236 Shares 1,012 Est. Cost $180.86 Unrealized +10.9%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $235 Shares 1,917 Est. Cost $93.44 Unrealized 0.0%
WTS WATTS WATER TECHNOLOGIES INC C 0.0%
Value ($000) $235 Shares 3,600 Est. Cost $65.45 Unrealized 0.0%
SPECTRA ENERGY CORP 0.0%
Value ($000) $229 Shares 5,561 Est. Cost $41.18 Unrealized
PACWEST BANCORP 0.0%
Value ($000) $229 Shares 4,200 Est. Cost $54.52 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $226 Shares 2,425 Est. Cost $31.99 Unrealized +22.6%
MAS MASCO CORP 0.0%
Value ($000) $226 Shares 7,145 Est. Cost $27.95 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $223 Shares 3,479 Est. Cost $24.55 Unrealized +8.1%
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $221 Shares 5,358 Est. Cost $33.21 Unrealized +3.3%
EFAV ISHARES MSCI EAFE MIN VOL ETF 0.0%
Value ($000) $221 Shares 900 Est. Cost $67.67 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $220 Shares 1,182 Est. Cost $121.20 Unrealized +30.6%
BUD ANHEUSER-BUSCH INBEV SPONS ADR 0.0%
Value ($000) $220 Shares 2,089 Est. Cost $90.92 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $218 Shares 1,416 Est. Cost $148.49 Unrealized
BNC BANCORP 0.0%
Value ($000) $217 Shares 6,792 Est. Cost $31.95 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $217 Shares 1,894 Est. Cost $94.30 Unrealized -0.8%
NEO NEOGENOMICS INC - NEW 0.0%
Value ($000) $214 Shares 25,000 Est. Cost $7.32 Unrealized +17.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $207 Shares 1,133 Est. Cost $164.85 Unrealized +3.0%
FULT FULTON FINANCIAL CORP 0.0%
Value ($000) $197 Shares 10,500 Est. Cost $9.14 Unrealized +28.6%
GASFRAC ENERGY SVCS F 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized