Haverford Trust Co Diversified Active

CIK: 0000842941 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 4, 2019

Total Value ($000): $5,698,283 (100.0% shares, 0.0% debt)

Holdings (295)

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 4.6%
Value ($000) $262,113 Shares 5,347,070 Est. Cost $50.44 Unrealized
MSFT MICROSOFT CORP 3.7%
Value ($000) $211,693 Shares 1,522,642 Est. Cost $46.61 Unrealized +178.7%
IEFA ISHARES CORE MSCI EAFE ETF 3.6%
Value ($000) $206,387 Shares 3,379,509 Est. Cost $60.17 Unrealized
AAPL APPLE INC 3.5%
Value ($000) $200,728 Shares 896,228 Est. Cost $20.04 Unrealized +150.6%
JPM J.P. MORGAN CHASE & CO 2.9%
Value ($000) $166,533 Shares 1,415,015 Est. Cost $39.68 Unrealized +139.6%
MA MASTERCARD 2.9%
Value ($000) $164,646 Shares 606,276 Est. Cost $81.89 Unrealized +225.0%
IJR ISHARES CORE S&P SMALL-CAP ETF 2.9%
Value ($000) $163,837 Shares 2,104,788 Est. Cost $83.53 Unrealized
PEP PEPSICO INC 2.7%
Value ($000) $151,014 Shares 1,101,490 Est. Cost $61.52 Unrealized +77.7%
ACN ACCENTURE LTD 2.5%
Value ($000) $144,296 Shares 750,175 Est. Cost $65.95 Unrealized +167.7%
CMCSA COMCAST CORP NEW COM CL A 2.5%
Value ($000) $143,237 Shares 3,177,387 Est. Cost $26.99 Unrealized +39.0%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $142,349 Shares 1,100,238 Est. Cost $62.58 Unrealized +75.8%
CVS CVS HEALTH CORPORATION 2.5%
Value ($000) $140,745 Shares 2,231,574 Est. Cost $46.66 Unrealized +3.7%
TJX TJX COS INC NEW 2.4%
Value ($000) $139,307 Shares 2,499,235 Est. Cost $34.52 Unrealized +45.1%
BLACKROCK INC 2.4%
Value ($000) $135,609 Shares 304,302 Est. Cost $279.10 Unrealized
UNITED TECHNOLOGIES CORP 2.2%
Value ($000) $126,106 Shares 923,721 Est. Cost $98.71 Unrealized
DIS DISNEY WALT PRODUCTIONS 2.2%
Value ($000) $125,619 Shares 963,931 Est. Cost $61.37 Unrealized +118.7%
LOW LOWES COS INC 2.2%
Value ($000) $122,982 Shares 1,118,428 Est. Cost $80.30 Unrealized +17.1%
UNH UNITEDHEALTH GROUP INC COM 1.9%
Value ($000) $106,974 Shares 492,240 Est. Cost $65.51 Unrealized +231.4%
BAX BAXTER INTL INC 1.7%
Value ($000) $98,662 Shares 1,127,952 Est. Cost $33.62 Unrealized +124.7%
USB U S BANCORP 1.7%
Value ($000) $96,588 Shares 1,745,357 Est. Cost $38.88 Unrealized +5.8%
KO COCA-COLA CO 1.6%
Value ($000) $92,667 Shares 1,702,195 Est. Cost $28.61 Unrealized +53.7%
BDX BECTON DICKINSON 1.6%
Value ($000) $88,543 Shares 350,029 Est. Cost $80.05 Unrealized +179.3%
IJH ISHARES CORE S&P MID-CAP ETF 1.5%
Value ($000) $87,903 Shares 454,913 Est. Cost $144.06 Unrealized
SBUX STARBUCKS CORP 1.5%
Value ($000) $87,785 Shares 992,819 Est. Cost $47.21 Unrealized +70.8%
ORCL ORACLE SYS CORP 1.5%
Value ($000) $85,266 Shares 1,549,453 Est. Cost $33.34 Unrealized +51.1%
APD AIR PRODUCTS & CHEMICALS INC 1.5%
Value ($000) $83,828 Shares 377,844 Est. Cost $106.70 Unrealized +80.5%
MDT MEDTRONIC PLC 1.4%
Value ($000) $80,806 Shares 743,932 Est. Cost $58.62 Unrealized +49.4%
SPGI S&P GLOBAL INC 1.4%
Value ($000) $77,309 Shares 315,571 Est. Cost $184.73 Unrealized +28.3%
XOM EXXON MOBIL CORP 1.4%
Value ($000) $77,048 Shares 1,091,180 Est. Cost $53.16 Unrealized +1.1%
FDX FEDEX CORP 1.3%
Value ($000) $73,188 Shares 502,770 Est. Cost $185.39 Unrealized -22.7%
DG DOLLAR GENERAL CORP 1.2%
Value ($000) $68,738 Shares 432,478 Est. Cost $107.83 Unrealized +23.1%
VPL VANGUARD FTSE PACIFIC ETF 1.2%
Value ($000) $68,234 Shares 1,033,063 Est. Cost $63.38 Unrealized
HON HONEYWELL INTERNATIONAL, INC. 1.2%
Value ($000) $66,364 Shares 392,221 Est. Cost $112.14 Unrealized +24.2%
DD DUPONT DE NEMOURS INC 1.1%
Value ($000) $61,067 Shares 856,356 Est. Cost $27.17 Unrealized -4.6%
EMR EMERSON ELECTRIC CO 0.9%
Value ($000) $52,430 Shares 784,170 Est. Cost $57.16 Unrealized -4.9%
CSCO CISCO SYS INC 0.9%
Value ($000) $51,987 Shares 1,052,156 Est. Cost $27.48 Unrealized +55.7%
ADP AUTOMATIC DATA PROCESSING 0.8%
Value ($000) $48,271 Shares 299,038 Est. Cost $55.15 Unrealized +161.0%
IVV ISHARES CORE S&P 500 ETF 0.8%
Value ($000) $47,920 Shares 160,525 Est. Cost $264.43 Unrealized
IGSB ISHARES SHORT-TERM CORPORATE BOND ETF 0.8%
Value ($000) $47,042 Shares 876,513 Est. Cost $74.86 Unrealized
UPS UNITED PARCEL SVC INC CL B 0.8%
Value ($000) $46,312 Shares 386,514 Est. Cost $63.79 Unrealized +39.4%
MRK MERCK & CO 0.8%
Value ($000) $45,192 Shares 536,852 Est. Cost $33.27 Unrealized +96.8%
VZ VERIZON COMMUNICATIONS 0.8%
Value ($000) $43,814 Shares 725,886 Est. Cost $27.90 Unrealized +44.9%
VSS VANGUARD FTSE ALL WORLD SC ETF 0.7%
Value ($000) $42,631 Shares 418,159 Est. Cost $103.41 Unrealized
IGIB ISHARES INTERMEDIATE TERM CORP BOND ETF 0.7%
Value ($000) $40,407 Shares 697,639 Est. Cost $79.85 Unrealized
PM PHILIP MORRIS INTL,INC 0.7%
Value ($000) $39,897 Shares 525,448 Est. Cost $52.52 Unrealized +8.0%
BB&T CORP 0.7%
Value ($000) $39,789 Shares 745,530 Est. Cost $49.61 Unrealized
IFF INTL FLAVORS & FRAGRANCES 0.7%
Value ($000) $38,956 Shares 317,517 Est. Cost $107.39 Unrealized 0.0%
ETN EATON CORP, PLC 0.7%
Value ($000) $38,821 Shares 466,876 Est. Cost $49.39 Unrealized +46.0%
FLOT ISHARES FLOATING RATE BOND E 0.7%
Value ($000) $37,078 Shares 727,448 Est. Cost $50.95 Unrealized
CVX CHEVRON CORPORATION 0.7%
Value ($000) $37,052 Shares 312,414 Est. Cost $69.50 Unrealized +31.7%
GPC GENUINE PARTS CO 0.6%
Value ($000) $36,452 Shares 366,021 Est. Cost $61.30 Unrealized +30.2%
KMB KIMBERLY CLARK CORP 0.6%
Value ($000) $36,109 Shares 254,199 Est. Cost $73.94 Unrealized +48.4%
SPY SPDR TR UNIT SER 1 0.6%
Value ($000) $34,550 Shares 116,421 Est. Cost $242.86 Unrealized
MCD MCDONALDS CORP 0.6%
Value ($000) $34,246 Shares 159,499 Est. Cost $73.63 Unrealized +150.9%
VTI VANGUARD TOTAL STOCK MARKET 0.5%
Value ($000) $31,337 Shares 207,532 Est. Cost $128.56 Unrealized
AMT AMERICAN TOWER CORP 0.5%
Value ($000) $28,490 Shares 128,840 Est. Cost $114.74 Unrealized +59.8%
PG PROCTER & GAMBLE 0.5%
Value ($000) $28,473 Shares 228,919 Est. Cost $56.58 Unrealized +78.5%
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.5%
Value ($000) $27,006 Shares 615,304 Est. Cost $31.09 Unrealized +19.1%
ROYAL DUTCH SHELL PLC - ADR 0.4%
Value ($000) $25,033 Shares 417,906 Est. Cost $64.94 Unrealized
MBB ISHARES BARCLAYS MBS BOND FUND 0.4%
Value ($000) $20,639 Shares 190,573 Est. Cost $106.18 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $20,467 Shares 88,211 Est. Cost $109.43 Unrealized +71.0%
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $19,160 Shares 468,467 Est. Cost $20.17 Unrealized +36.9%
DOW DOW INC 0.3%
Value ($000) $18,778 Shares 394,089 Est. Cost $35.23 Unrealized -7.1%
TPR TAPESTRY INC 0.3%
Value ($000) $16,914 Shares 649,277 Est. Cost $31.10 Unrealized -28.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $16,838 Shares 54 Est. Cost $271978.12 Unrealized +13.8%
GLAXOSMITHKLINE PLC 0.3%
Value ($000) $16,193 Shares 379,403 Est. Cost $46.06 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $16,143 Shares 449,278 Est. Cost $18.83 Unrealized +43.5%
VXUS VANGUARD TOTAL INTL STOCK INDEX FUND ETF 0.3%
Value ($000) $15,215 Shares 294,524 Est. Cost $47.22 Unrealized
ACWX ISHARES TRUST ISHARES MSCI ACWI EX US INDEX FUND 0.3%
Value ($000) $15,173 Shares 329,500 Est. Cost $41.71 Unrealized
BAB INVESCO TAXABLE MUNICIPAL BOND PORTFOLIO 0.3%
Value ($000) $14,683 Shares 453,168 Est. Cost $29.64 Unrealized
IEF ISHARES BARCLAYS 7-10 YEAR TREASURY BOND FUND 0.2%
Value ($000) $14,146 Shares 125,773 Est. Cost $105.05 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $13,130 Shares 33,661 Est. Cost $223.22 Unrealized +41.8%
AMGN AMGEN INC 0.2%
Value ($000) $12,956 Shares 66,951 Est. Cost $101.93 Unrealized +55.0%
AEP AMERICAN ELECTRIC POWER 0.2%
Value ($000) $12,920 Shares 137,906 Est. Cost $45.44 Unrealized +59.4%
VIG VANGUARD DIVIDEND 0.2%
Value ($000) $10,501 Shares 87,820 Est. Cost $93.72 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $9,339 Shares 57,653 Est. Cost $76.80 Unrealized +89.8%
VEA VANGUARD FTSE EUROPE PACIFIC ETF 0.2%
Value ($000) $8,605 Shares 209,473 Est. Cost $40.06 Unrealized
WFC WELLS FARGO CO 0.1%
Value ($000) $8,054 Shares 159,667 Est. Cost $29.52 Unrealized +34.8%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $8,018 Shares 74,187 Est. Cost $102.21 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $7,142 Shares 138,595 Est. Cost $21.92 Unrealized +96.3%
MMM 3M COMPANY 0.1%
Value ($000) $6,989 Shares 42,514 Est. Cost $69.86 Unrealized +58.4%
ABT ABBOTT LABS 0.1%
Value ($000) $6,981 Shares 83,432 Est. Cost $33.21 Unrealized +129.1%
HDV ISHARES HIGH DIVIDEND EQUITY 0.1%
Value ($000) $6,769 Shares 71,892 Est. Cost $81.09 Unrealized
IWM ISHARES RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $6,489 Shares 42,879 Est. Cost $134.03 Unrealized
ABBV ABBVIE INC. 0.1%
Value ($000) $6,444 Shares 85,099 Est. Cost $31.50 Unrealized +66.9%
T AT&T INC 0.1%
Value ($000) $5,792 Shares 153,067 Est. Cost $12.24 Unrealized +38.9%
VWO VANGUARD FTSE EMERGING MARKET ETF 0.1%
Value ($000) $5,427 Shares 134,798 Est. Cost $40.13 Unrealized
DVY ISHARES DJ SELECT DIVIDEND INDEX FUND 0.1%
Value ($000) $5,297 Shares 51,952 Est. Cost $85.50 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $4,898 Shares 174,919 Est. Cost $25.02 Unrealized +6.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.1%
Value ($000) $4,338 Shares 20,854 Est. Cost $158.03 Unrealized +30.4%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $3,825 Shares 75,423 Est. Cost $33.95 Unrealized +8.3%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $3,804 Shares 13,953 Est. Cost $195.39 Unrealized
AMZN AMAZON.COM INC 0.1%
Value ($000) $3,585 Shares 2,065 Est. Cost $75.22 Unrealized +23.3%
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.1%
Value ($000) $3,513 Shares 22,006 Est. Cost $101.76 Unrealized
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $3,502 Shares 47,640 Est. Cost $46.33 Unrealized +35.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $3,457 Shares 14,838 Est. Cost $17.46 Unrealized +164.8%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $3,371 Shares 21,544 Est. Cost $85.46 Unrealized +52.3%
IJS ISHARES S&P SMALL CAP 600 VALUE INDEX FUND 0.1%
Value ($000) $3,329 Shares 22,168 Est. Cost $129.05 Unrealized
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $3,311 Shares 35,504 Est. Cost $70.50 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.1%
Value ($000) $3,142 Shares 62,272 Est. Cost $53.45 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $3,119 Shares 17,360 Est. Cost $81.48 Unrealized +98.2%
EPD ENTERPRISE PRODUCTS PARTNERS 0.1%
Value ($000) $3,117 Shares 109,053 Est. Cost $34.89 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $3,062 Shares 21,054 Est. Cost $113.49 Unrealized -9.7%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $2,916 Shares 5,303 Est. Cost $59.00 Unrealized +172.6%
BA BOEING CO 0.1%
Value ($000) $2,909 Shares 7,645 Est. Cost $154.56 Unrealized +128.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $2,814 Shares 23,794 Est. Cost $72.86 Unrealized +54.5%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $2,798 Shares 47,544 Est. Cost $63.91 Unrealized
BP BP PLC 0.0%
Value ($000) $2,761 Shares 72,686 Est. Cost $37.70 Unrealized
GLATFELTER P H CO 0.0%
Value ($000) $2,669 Shares 173,445 Est. Cost $21.07 Unrealized
GOOG ALPHABET INC CL C 0.0%
Value ($000) $2,642 Shares 2,167 Est. Cost $40.82 Unrealized +43.9%
PNC PNC FINANCIAL CORP 0.0%
Value ($000) $2,585 Shares 18,445 Est. Cost $71.34 Unrealized +50.9%
TGT TARGET CORP 0.0%
Value ($000) $2,574 Shares 24,074 Est. Cost $47.69 Unrealized +68.5%
COP CONOCOPHILLIPS 0.0%
Value ($000) $2,552 Shares 44,783 Est. Cost $39.04 Unrealized +16.1%
SYK STRYKER CORP 0.0%
Value ($000) $2,538 Shares 11,734 Est. Cost $115.48 Unrealized +73.4%
CB CHUBB LTD 0.0%
Value ($000) $2,528 Shares 15,659 Est. Cost $115.94 Unrealized +20.2%
UNILEVER N V WI 0.0%
Value ($000) $2,498 Shares 41,610 Est. Cost $40.33 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $2,486 Shares 26,314 Est. Cost $42.86 Unrealized +64.6%
GBIL GOLDMAN SACHS TREAS ACC ETF 0.0%
Value ($000) $2,422 Shares 24,125 Est. Cost $100.39 Unrealized
WMT WAL-MART STORES 0.0%
Value ($000) $2,408 Shares 20,294 Est. Cost $21.80 Unrealized +58.1%
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $2,310 Shares 26,587 Est. Cost $73.74 Unrealized
VGT VANGUARD INFO TECH ETF 0.0%
Value ($000) $2,242 Shares 10,401 Est. Cost $157.95 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $2,197 Shares 23,395 Est. Cost $53.37 Unrealized +47.6%
V VISA IN - CLASS A 0.0%
Value ($000) $2,187 Shares 12,717 Est. Cost $112.42 Unrealized +51.5%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $2,167 Shares 5,782 Est. Cost $207.65 Unrealized +53.5%
MDY MIDCAP SPDR TRUST SERIES 1 0.0%
Value ($000) $2,127 Shares 6,034 Est. Cost $312.88 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $2,084 Shares 75,180 Est. Cost $27.72 Unrealized +2.0%
CI CIGNA CORP 0.0%
Value ($000) $2,042 Shares 13,456 Est. Cost $188.18 Unrealized -20.9%
DEO DIAGEO PLC - SPONSORED ADR 0.0%
Value ($000) $2,031 Shares 12,418 Est. Cost $123.07 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MINIMUM VOLATILITY I 0.0%
Value ($000) $2,022 Shares 35,425 Est. Cost $49.07 Unrealized
UNILEVER PLC SPONSORED ADR 0.0%
Value ($000) $2,012 Shares 33,478 Est. Cost $42.80 Unrealized
NSRGY NESTLE S A SPON ADR REG 0.0%
Value ($000) $1,980 Shares 18,264 Est. Cost $80.43 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $1,968 Shares 17,114 Est. Cost $40.09 Unrealized +162.2%
DHR DANAHER CORP 0.0%
Value ($000) $1,899 Shares 13,151 Est. Cost $40.03 Unrealized +204.1%
SPYV SPDR SERIES TRUST 0.0%
Value ($000) $1,850 Shares 57,885 Est. Cost $31.96 Unrealized
VANECK VECTORS OIL SERVICE 0.0%
Value ($000) $1,821 Shares 155,000 Est. Cost $14.03 Unrealized
GOOGL ALPHABET INC - CL A 0.0%
Value ($000) $1,813 Shares 1,485 Est. Cost $47.36 Unrealized +24.1%
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $1,717 Shares 139,580 Est. Cost $13.59 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $1,703 Shares 9,562 Est. Cost $168.69 Unrealized +11.9%
MSEX MIDDLESEX WTR CO 0.0%
Value ($000) $1,592 Shares 24,501 Est. Cost $19.60 Unrealized +210.6%
MTB M & T BK CORP 0.0%
Value ($000) $1,557 Shares 9,859 Est. Cost $80.26 Unrealized +59.4%
FIS FIDELITY NATIONAL INFO SVCS 0.0%
Value ($000) $1,472 Shares 11,086 Est. Cost $108.68 Unrealized +7.8%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $1,453 Shares 11,325 Est. Cost $103.77 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $1,419 Shares 9,223 Est. Cost $145.35 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $1,403 Shares 17,312 Est. Cost $41.84 Unrealized +39.6%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $1,389 Shares 10,000 Est. Cost $118.75 Unrealized
MAGELLAN MIDSTREAM PARTNERS 0.0%
Value ($000) $1,382 Shares 20,860 Est. Cost $58.36 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $1,380 Shares 10,678 Est. Cost $66.89 Unrealized +53.8%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $1,377 Shares 4,778 Est. Cost $134.81 Unrealized +90.2%
ET ENERGY TRANSFER 0.0%
Value ($000) $1,301 Shares 99,462 Est. Cost $13.21 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $1,298 Shares 13,540 Est. Cost $50.50 Unrealized +39.7%
PSX PHILLIPS 66 0.0%
Value ($000) $1,298 Shares 12,680 Est. Cost $61.21 Unrealized +26.2%
CHD CHURCH & DWIGHT CO 0.0%
Value ($000) $1,274 Shares 16,934 Est. Cost $41.01 Unrealized +71.2%
SYF SYNCHRONY FINAN 0.0%
Value ($000) $1,265 Shares 37,115 Est. Cost $27.18 Unrealized +7.6%
IWR ISHARES RUSSELL MID CAP INDEX FUND 0.0%
Value ($000) $1,136 Shares 20,307 Est. Cost $71.23 Unrealized
AFL AFLAC 0.0%
Value ($000) $1,131 Shares 21,625 Est. Cost $31.18 Unrealized +45.5%
RAYTHEON CO NEW COM 0.0%
Value ($000) $1,116 Shares 5,690 Est. Cost $133.95 Unrealized
IDV ISHARES DOW JONES INTERNATIONAL SELECT DIVIDEND IN 0.0%
Value ($000) $1,105 Shares 35,942 Est. Cost $33.68 Unrealized
EFA ISHARES MSCI EAFE INDEX FUND 0.0%
Value ($000) $1,099 Shares 16,848 Est. Cost $64.54 Unrealized
IVW ISHARES S&P 500 GROWTH INDEX FUND 0.0%
Value ($000) $1,098 Shares 6,097 Est. Cost $114.64 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $1,085 Shares 12,229 Est. Cost $70.17 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $1,069 Shares 14,494 Est. Cost $65.48 Unrealized
AQUA AMERICA INC 0.0%
Value ($000) $1,043 Shares 23,260 Est. Cost $33.33 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH INDEX FUND 0.0%
Value ($000) $1,042 Shares 5,407 Est. Cost $170.10 Unrealized
IXUS ISHARES CORE MSCI ACMI 0.0%
Value ($000) $1,015 Shares 17,580 Est. Cost $60.32 Unrealized
CC CHEMOURS COMPANY 0.0%
Value ($000) $954 Shares 63,861 Est. Cost $9.38 Unrealized +33.3%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $934 Shares 3,208 Est. Cost $164.72 Unrealized +71.0%
SYY SYSCO CORP 0.0%
Value ($000) $929 Shares 11,696 Est. Cost $31.17 Unrealized +98.1%
QCOM QUALCOMM INC 0.0%
Value ($000) $907 Shares 11,896 Est. Cost $54.10 Unrealized +20.1%
QQQ INVESCO QQQ TRUST SERIES 1 0.0%
Value ($000) $893 Shares 4,730 Est. Cost $170.70 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $880 Shares 13,588 Est. Cost $41.35 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $866 Shares 5,826 Est. Cost $68.65 Unrealized +88.7%
IWP ISHARES RUSSELL MID CAP GROWTH INDEX FUND 0.0%
Value ($000) $862 Shares 6,096 Est. Cost $115.44 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $859 Shares 5,124 Est. Cost $167.64 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $854 Shares 15,492 Est. Cost $34.66 Unrealized +25.2%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $840 Shares 3,774 Est. Cost $124.11 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $821 Shares 7,356 Est. Cost $93.68 Unrealized
LQD ISHARES IBOXX $ INVESTOP INVESTMENT GRADE BOND FUN 0.0%
Value ($000) $814 Shares 6,384 Est. Cost $114.79 Unrealized
PFF ISHARES S&P US PREFERRED STOCK INDEX FUND 0.0%
Value ($000) $798 Shares 21,275 Est. Cost $38.86 Unrealized
BAC BANK OF AMERICA 0.0%
Value ($000) $780 Shares 26,736 Est. Cost $24.97 Unrealized -1.6%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $775 Shares 14,355 Est. Cost $49.70 Unrealized -2.9%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $767 Shares 17,250 Est. Cost $54.48 Unrealized -23.4%
XLF SPDR FINANCIAL SELECT 0.0%
Value ($000) $759 Shares 27,100 Est. Cost $26.25 Unrealized
ALLERGAN PLC 0.0%
Value ($000) $747 Shares 4,438 Est. Cost $147.47 Unrealized
GVI ISHARES BARCLAYS INTERMEDIATE GOVERNMENT/CREDIT BO 0.0%
Value ($000) $741 Shares 6,547 Est. Cost $110.28 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC CL A 0.0%
Value ($000) $731 Shares 13,207 Est. Cost $34.78 Unrealized +34.3%
CAT CATERPILLAR INC 0.0%
Value ($000) $722 Shares 5,717 Est. Cost $69.35 Unrealized +60.2%
SAP SAP SE SPONSORED ADR 0.0%
Value ($000) $716 Shares 6,075 Est. Cost $69.39 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $686 Shares 12,798 Est. Cost $55.97 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $679 Shares 4,082 Est. Cost $131.35 Unrealized
TDG TRANSDIGM GROUP, INC. 0.0%
Value ($000) $677 Shares 1,300 Est. Cost $76.29 Unrealized +413.9%
PEG PUBLIC SVC ENTERPRISES 0.0%
Value ($000) $673 Shares 10,847 Est. Cost $32.83 Unrealized +46.3%
VFC V F CORPORATION 0.0%
Value ($000) $664 Shares 7,465 Est. Cost $63.50 Unrealized +34.5%
EL ESTEE LAUDER COS INC CL A 0.0%
Value ($000) $660 Shares 3,317 Est. Cost $118.08 Unrealized +49.1%
PPL PPL CORP COM 0.0%
Value ($000) $613 Shares 19,452 Est. Cost $20.57 Unrealized +12.0%
DE DEERE & CO. 0.0%
Value ($000) $603 Shares 3,574 Est. Cost $75.65 Unrealized +93.0%
XLC COMM SERV SELECT SECTOR SPDR 0.0%
Value ($000) $597 Shares 12,065 Est. Cost $44.45 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $592 Shares 5,385 Est. Cost $88.68 Unrealized +11.7%
NVO NOVO-NORDISK A/S SPONS ADR 0.0%
Value ($000) $585 Shares 11,309 Est. Cost $66.41 Unrealized
WALGREENS BOOTS ALLIANCE, INC 0.0%
Value ($000) $561 Shares 10,147 Est. Cost $76.31 Unrealized
BF/B BROWN-FORMAN CORP 0.0%
Value ($000) $555 Shares 8,836 Est. Cost $39.08 Unrealized +33.8%
HNFSA HANOVER FOODS CORP - CL A 0.0%
Value ($000) $551 Shares 7,333 Est. Cost $125.21 Unrealized -36.4%
VERSUM MATERIALS INC 0.0%
Value ($000) $548 Shares 10,348 Est. Cost $27.73 Unrealized
LLY LILLY, ELI & COMPANY 0.0%
Value ($000) $545 Shares 4,870 Est. Cost $74.81 Unrealized +37.3%
SO SOUTHERN CO 0.0%
Value ($000) $544 Shares 8,812 Est. Cost $31.15 Unrealized +45.3%
NFLX NETFLIX INC 0.0%
Value ($000) $543 Shares 2,030 Est. Cost $21.00 Unrealized +49.0%
CNI CANADIAN NATL RAILWAY CO 0.0%
Value ($000) $540 Shares 6,010 Est. Cost $66.78 Unrealized +22.6%
CELGENE CORP 0.0%
Value ($000) $539 Shares 5,432 Est. Cost $77.95 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $525 Shares 3,455 Est. Cost $79.88 Unrealized +63.8%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $512 Shares 3,304 Est. Cost $93.82 Unrealized +38.7%
EFG ISHARES MSCI EAFE GROWTH INDEX FUND 0.0%
Value ($000) $506 Shares 6,281 Est. Cost $80.03 Unrealized
NEAR ISHARES SHORT MATURITY BOND 0.0%
Value ($000) $502 Shares 9,969 Est. Cost $50.05 Unrealized
SWK STANLEY BLACK AND DECKER 0.0%
Value ($000) $493 Shares 3,415 Est. Cost $107.24 Unrealized +8.8%
DWM WISDOMTREE DEFA FUND 0.0%
Value ($000) $483 Shares 9,720 Est. Cost $45.98 Unrealized
IBKR INTERACTIVE BROKERS GROUP 0.0%
Value ($000) $475 Shares 8,835 Est. Cost $13.30 Unrealized -10.1%
SEIC SEI INVESTMENTS CO 0.0%
Value ($000) $474 Shares 8,000 Est. Cost $63.18 Unrealized -15.9%
LINDE PLC 0.0%
Value ($000) $471 Shares 2,432 Est. Cost $175.83 Unrealized
SLB SCHLUMBERGER 0.0%
Value ($000) $459 Shares 13,429 Est. Cost $55.68 Unrealized -44.4%
KR KROGER CO 0.0%
Value ($000) $458 Shares 17,750 Est. Cost $20.29 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $439 Shares 2,696 Est. Cost $104.84 Unrealized +29.8%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND FUND 0.0%
Value ($000) $438 Shares 5,023 Est. Cost $91.55 Unrealized
ZTS ZOETIS INC. 0.0%
Value ($000) $436 Shares 3,499 Est. Cost $99.25 Unrealized +15.4%
IYF ISHARES TR 0.0%
Value ($000) $425 Shares 3,300 Est. Cost $128.79 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $423 Shares 1,763 Est. Cost $186.00 Unrealized +35.1%
ALL ALLSTATE CORP 0.0%
Value ($000) $416 Shares 3,831 Est. Cost $76.82 Unrealized +16.7%
IYC ISHARES TR 0.0%
Value ($000) $413 Shares 1,900 Est. Cost $217.37 Unrealized
FOX FOX CORP - CL B 0.0%
Value ($000) $413 Shares 13,096 Est. Cost $32.96 Unrealized -4.3%
CFG CITIZENS FINANCIAL 0.0%
Value ($000) $404 Shares 11,429 Est. Cost $25.82 Unrealized +1.8%
GAP GAP INC 0.0%
Value ($000) $403 Shares 23,234 Est. Cost $22.15 Unrealized -35.8%
JP MORGAN ALERIAN MLP INDEX 0.0%
Value ($000) $401 Shares 17,250 Est. Cost $35.17 Unrealized
FNF FNF GROUP 0.0%
Value ($000) $399 Shares 8,990 Est. Cost $23.16 Unrealized +35.3%
VTR VENTAS INC 0.0%
Value ($000) $390 Shares 5,338 Est. Cost $47.89 Unrealized +14.8%
MSM MSC INDUSTRIAL DIRECT CO - A 0.0%
Value ($000) $389 Shares 5,365 Est. Cost $84.09 Unrealized -16.7%
EXC EXELON CORP 0.0%
Value ($000) $387 Shares 8,017 Est. Cost $20.82 Unrealized +28.6%
HPQ HP INC. 0.0%
Value ($000) $383 Shares 20,227 Est. Cost $9.08 Unrealized +73.3%
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $380 Shares 4,718 Est. Cost $72.73 Unrealized
TIP ISHARES BARCLAYS TIPS BOND FUND 0.0%
Value ($000) $371 Shares 3,187 Est. Cost $111.57 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $356 Shares 4,302 Est. Cost $46.82 Unrealized +47.7%
ECON COLUMBIA EMERGING MARKETS CONSUMER ETF 0.0%
Value ($000) $352 Shares 16,025 Est. Cost $22.25 Unrealized
VOE VANGUARD MIDCAP VALUE ETF 0.0%
Value ($000) $349 Shares 3,085 Est. Cost $111.07 Unrealized
GENERAL ELECTRIC 0.0%
Value ($000) $349 Shares 39,018 Est. Cost $24.65 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $347 Shares 3,382 Est. Cost $91.04 Unrealized
ZBH ZIMMER HLDGS INC COM 0.0%
Value ($000) $336 Shares 2,450 Est. Cost $98.85 Unrealized +24.0%
DOV DOVER CORP 0.0%
Value ($000) $335 Shares 3,365 Est. Cost $43.62 Unrealized +100.9%
TWLO TWILIO INC - A 0.0%
Value ($000) $333 Shares 3,025 Est. Cost $133.15 Unrealized -2.6%
LAD LITHIA MOTORS INC CL A 0.0%
Value ($000) $330 Shares 2,490 Est. Cost $79.08 Unrealized +61.5%
BUD ANHEUSER-BUSCH INBEV SA ADR 0.0%
Value ($000) $314 Shares 3,300 Est. Cost $95.15 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $313 Shares 2,848 Est. Cost $84.53 Unrealized +7.0%
MUB ISHARES NATIONAL AMT-FREE MUNICIPAL BOND FUND 0.0%
Value ($000) $313 Shares 2,742 Est. Cost $110.33 Unrealized
IWV ISHARES RUSSELL 3000 INDEX FUND 0.0%
Value ($000) $304 Shares 1,750 Est. Cost $157.60 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $304 Shares 4,998 Est. Cost $31.70 Unrealized +35.9%
DRI DARDEN RESTAURANTS 0.0%
Value ($000) $303 Shares 2,561 Est. Cost $31.26 Unrealized +227.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $296 Shares 2,383 Est. Cost $99.27 Unrealized +27.6%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $295 Shares 6,290 Est. Cost $35.45 Unrealized -1.1%
STZ CONSTELLATION BRANDS COM 0.0%
Value ($000) $293 Shares 1,415 Est. Cost $171.51 Unrealized +5.4%
CBS CORP CL B 0.0%
Value ($000) $282 Shares 6,990 Est. Cost $57.43 Unrealized
IGLB ISHARES LONG TERM CORP BOND ETF 0.0%
Value ($000) $281 Shares 4,210 Est. Cost $62.70 Unrealized
AME AMETEK INC 0.0%
Value ($000) $280 Shares 3,048 Est. Cost $72.56 Unrealized +16.5%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $280 Shares 1,340 Est. Cost $180.55 Unrealized 0.0%
CME CME GROUP INC. 0.0%
Value ($000) $279 Shares 1,319 Est. Cost $138.78 Unrealized +18.4%
FAST FASTENAL COMPANY 0.0%
Value ($000) $278 Shares 8,510 Est. Cost $12.88 Unrealized +2.7%
IWB ISHARES RUSSELL 1000 INDEX FUND 0.0%
Value ($000) $277 Shares 1,683 Est. Cost $140.64 Unrealized
ENB ENBRIDGE INC. 0.0%
Value ($000) $274 Shares 7,807 Est. Cost $20.47 Unrealized +10.7%
PPG PPG INDS INC 0.0%
Value ($000) $270 Shares 2,276 Est. Cost $83.95 Unrealized +21.3%
CBU COMMUNITY BANK SYSTEM INC 0.0%
Value ($000) $264 Shares 4,279 Est. Cost $43.20 Unrealized +20.5%
DLR DIGITAL REALTY TRUST 0.0%
Value ($000) $261 Shares 2,012 Est. Cost $87.78 Unrealized +11.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $261 Shares 1,430 Est. Cost $166.02 Unrealized -3.4%
XBI SPDR SERIES TRUST 0.0%
Value ($000) $259 Shares 3,400 Est. Cost $76.18 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $257 Shares 1,958 Est. Cost $99.19 Unrealized +15.3%
LIBERTY PROPERTY TRUST 0.0%
Value ($000) $257 Shares 5,000 Est. Cost $44.40 Unrealized
ADBE ADOBE SYSTEMS 0.0%
Value ($000) $254 Shares 921 Est. Cost $281.10 Unrealized +3.9%
UGI UGI CORP NEW 0.0%
Value ($000) $249 Shares 4,950 Est. Cost $42.41 Unrealized +17.8%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $247 Shares 1,721 Est. Cost $111.98 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $242 Shares 3,512 Est. Cost $66.24 Unrealized 0.0%
IHF ISHARES US HEALTH CARE PROVIDERS ETF 0.0%
Value ($000) $238 Shares 1,473 Est. Cost $148.27 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $233 Shares 1,574 Est. Cost $142.95 Unrealized
MKC MCCORMICK & CO 0.0%
Value ($000) $232 Shares 1,485 Est. Cost $62.59 Unrealized +13.3%
INTU INTUIT INC 0.0%
Value ($000) $231 Shares 869 Est. Cost $222.24 Unrealized +18.8%
OKE ONEOK INC 0.0%
Value ($000) $229 Shares 3,110 Est. Cost $41.88 Unrealized +11.3%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $226 Shares 1,089 Est. Cost $194.32 Unrealized -7.6%
ALC ALCON INC 0.0%
Value ($000) $224 Shares 3,843 Est. Cost $57.87 Unrealized +2.2%
XYL XYLEM INC 0.0%
Value ($000) $223 Shares 2,799 Est. Cost $67.22 Unrealized +8.3%
AJG ARTHUR J GALLAGHER & CO 0.0%
Value ($000) $219 Shares 2,450 Est. Cost $83.14 Unrealized 0.0%
PYPL PAYPAL HOLDINGS, INC. 0.0%
Value ($000) $217 Shares 2,094 Est. Cost $109.90 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $217 Shares 1,095 Est. Cost $150.92 Unrealized +24.0%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $216 Shares 1,893 Est. Cost $85.75 Unrealized 0.0%
CE CELANESE CORPORATION 0.0%
Value ($000) $214 Shares 1,750 Est. Cost $99.99 Unrealized 0.0%
IJJ ISHARES S&P MID CAP 400 VALUE INDEX FUND 0.0%
Value ($000) $213 Shares 1,329 Est. Cost $156.36 Unrealized
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $210 Shares 2,723 Est. Cost $64.62 Unrealized 0.0%
EMHY ISHARES EMERGING MKTS HI YIELD BD FD 0.0%
Value ($000) $209 Shares 4,488 Est. Cost $46.79 Unrealized
IJK ISHARES S&P MID CAP 400 GROWTH INDEX FUND 0.0%
Value ($000) $208 Shares 928 Est. Cost $219.02 Unrealized
IGV ISHARES NORTH AMERICAN TECH-SOFTWARE ETF 0.0%
Value ($000) $207 Shares 975 Est. Cost $211.28 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $203 Shares 2,904 Est. Cost $68.87 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND 0.0%
Value ($000) $201 Shares 3,025 Est. Cost $70.68 Unrealized
TD AMERITRADE HOLDINGS 0.0%
Value ($000) $201 Shares 4,310 Est. Cost $52.56 Unrealized
SOUTHERN NATIONAL BANCORP OF VIRG. INC. 0.0%
Value ($000) $154 Shares 10,000 Est. Cost $17.60 Unrealized