Williams Jones Wealth Management, LLC. Diversified Active

CIK: 0001788587 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 14, 2020

Total Value ($000): $5,227,173 (100.0% shares, 0.0% debt)

Holdings (451)

V VISA INC COM CL A 5.1%
Value ($000) $264,276 Shares 1,406,474 Est. Cost $170.31 Unrealized +1.3%
AAPL APPLE INC COM 3.5%
Value ($000) $181,906 Shares 619,466 Est. Cost $50.22 Unrealized +23.5%
ECL ECOLAB INC COM 3.0%
Value ($000) $155,365 Shares 805,044 Est. Cost $187.16 Unrealized -5.1%
MSFT MICROSOFT CORP COM 2.8%
Value ($000) $144,346 Shares 915,322 Est. Cost $129.91 Unrealized +7.2%
COST COSTCO WHSL CORP NEW COM 2.8%
Value ($000) $143,873 Shares 489,497 Est. Cost $256.34 Unrealized +5.9%
IDXX IDEXX LABS INC COM 2.6%
Value ($000) $137,743 Shares 527,488 Est. Cost $278.27 Unrealized -5.3%
ZTS ZOETIS INC CL A 2.4%
Value ($000) $126,906 Shares 958,867 Est. Cost $114.57 Unrealized +3.1%
MTD METTLER TOLEDO INTERNATIONAL C 2.3%
Value ($000) $122,808 Shares 154,811 Est. Cost $734.27 Unrealized -1.7%
ADP AUTOMATIC DATA PROCESSING INC 2.3%
Value ($000) $117,792 Shares 690,864 Est. Cost $143.97 Unrealized +0.8%
CCI CROWN CASTLE INTL CORP 2.2%
Value ($000) $115,748 Shares 814,264 Est. Cost $104.76 Unrealized -0.5%
ACN ACCENTURE PLC IRELAND SHS CLAS 2.1%
Value ($000) $112,281 Shares 533,224 Est. Cost $176.55 Unrealized +1.1%
MKC MCCORMICK & CO INC COM NON VTG 2.0%
Value ($000) $105,071 Shares 619,046 Est. Cost $70.91 Unrealized +3.3%
GOOGL ALPHABET INC CAP STK CL A 1.9%
Value ($000) $100,431 Shares 74,983 Est. Cost $58.85 Unrealized +8.8%
ALLE ALLEGION PUB LTD CO ORD SHS 1.9%
Value ($000) $99,651 Shares 800,155 Est. Cost $93.98 Unrealized +13.4%
DOV DOVER CORP COM 1.8%
Value ($000) $92,385 Shares 801,536 Est. Cost $87.65 Unrealized +12.2%
AMZN AMAZON COM INC COM 1.8%
Value ($000) $91,804 Shares 49,682 Est. Cost $92.73 Unrealized -4.5%
JNJ JOHNSON & JOHNSON COM 1.7%
Value ($000) $86,453 Shares 592,674 Est. Cost $110.00 Unrealized +3.7%
TMO THERMO FISHER SCIENTIFIC INC C 1.6%
Value ($000) $84,164 Shares 259,070 Est. Cost $281.62 Unrealized +6.0%
SPY SPDR S&P 500 ETF TR TR UNIT 1.5%
Value ($000) $80,783 Shares 250,989 Est. Cost $297.08 Unrealized
TJX TJX COS INC NEW COM 1.5%
Value ($000) $79,689 Shares 1,305,096 Est. Cost $50.09 Unrealized +9.0%
EL LAUDER ESTEE COS INC CL A 1.5%
Value ($000) $79,586 Shares 385,332 Est. Cost $176.28 Unrealized +1.7%
ATR APTARGROUP INC COM 1.5%
Value ($000) $79,083 Shares 683,988 Est. Cost $110.81 Unrealized -5.2%
JPM JPMORGAN CHASE & CO COM 1.5%
Value ($000) $77,926 Shares 559,009 Est. Cost $95.62 Unrealized +13.6%
DHR DANAHER CORP DEL COM 1.4%
Value ($000) $75,791 Shares 493,820 Est. Cost $121.72 Unrealized +1.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 1.4%
Value ($000) $75,520 Shares 333,421 Est. Cost $206.04 Unrealized +5.4%
PYPL PAYPAL HLDGS INC COM 1.4%
Value ($000) $75,444 Shares 697,455 Est. Cost $109.90 Unrealized -5.4%
TTD THE TRADE DESK INC COM CL A 1.4%
Value ($000) $70,769 Shares 272,420 Est. Cost $23.80 Unrealized -5.5%
DIS DISNEY WALT CO COM DISNEY 1.3%
Value ($000) $65,618 Shares 453,699 Est. Cost $134.26 Unrealized +1.1%
QQQ INVESCO QQQ TRUST SERIES 1 1.2%
Value ($000) $63,725 Shares 299,726 Est. Cost $188.81 Unrealized
ALC ALCON INC 1.2%
Value ($000) $62,568 Shares 1,106,029 Est. Cost $58.74 Unrealized -3.9%
ROP ROPER TECHNOLOGIES INC COM 1.2%
Value ($000) $62,090 Shares 175,281 Est. Cost $347.64 Unrealized -4.2%
HD HOME DEPOT INC COM 1.1%
Value ($000) $58,556 Shares 268,138 Est. Cost $188.07 Unrealized +3.7%
CMCSA COMCAST CORP NEW CL A 1.1%
Value ($000) $58,270 Shares 1,295,755 Est. Cost $37.51 Unrealized +1.0%
DIA SPDR DJIA 1.1%
Value ($000) $57,187 Shares 200,587 Est. Cost $269.18 Unrealized
PEP PEPSICO INC COM 1.1%
Value ($000) $55,450 Shares 405,723 Est. Cost $109.33 Unrealized +3.1%
FTV FORTIVE CORP COM 1.0%
Value ($000) $54,721 Shares 716,341 Est. Cost $44.87 Unrealized -1.9%
VTXPF VICTREX PLC 1.0%
Value ($000) $54,639 Shares 1,654,062 Est. Cost $24.98 Unrealized +19.0%
BX BLACKSTONE GROUP INC 1.0%
Value ($000) $53,697 Shares 959,906 Est. Cost $39.29 Unrealized +7.1%
WEX WEX INC COM 0.9%
Value ($000) $49,523 Shares 236,432 Est. Cost $207.14 Unrealized -3.2%
EPD ENTERPRISE PRODS PARTNERS L P 0.9%
Value ($000) $47,874 Shares 1,700,086 Est. Cost $28.58 Unrealized
T AT&T INC COM 0.9%
Value ($000) $47,188 Shares 1,207,460 Est. Cost $17.05 Unrealized +10.7%
GOOG ALPHABET INC CAP STK CL C 0.8%
Value ($000) $44,037 Shares 32,937 Est. Cost $58.73 Unrealized +9.1%
ONEXF ONEX CORP SUB VTG 0.8%
Value ($000) $41,816 Shares 660,599 Est. Cost $60.35 Unrealized +0.1%
RAYTHEON CO COM NEW 0.7%
Value ($000) $37,533 Shares 170,808 Est. Cost $196.19 Unrealized
CSCO CISCO SYS INC COM 0.6%
Value ($000) $33,532 Shares 699,163 Est. Cost $42.65 Unrealized -9.6%
TROW PRICE T ROWE GROUP INC COM 0.6%
Value ($000) $33,485 Shares 274,827 Est. Cost $85.75 Unrealized +6.7%
META FACEBOOK INC CL A 0.6%
Value ($000) $32,873 Shares 160,159 Est. Cost $188.76 Unrealized +1.9%
INTU INTUIT COM 0.6%
Value ($000) $32,242 Shares 123,094 Est. Cost $263.79 Unrealized -4.7%
WAB WABTEC CORP COM 0.6%
Value ($000) $31,649 Shares 406,799 Est. Cost $68.47 Unrealized +4.2%
ROK ROCKWELL AUTOMATION INC 0.6%
Value ($000) $30,105 Shares 148,544 Est. Cost $141.03 Unrealized +18.0%
BAC BANK AMER CORP COM 0.6%
Value ($000) $29,361 Shares 833,654 Est. Cost $24.69 Unrealized +12.5%
NKE NIKE INC CL B 0.5%
Value ($000) $28,714 Shares 283,431 Est. Cost $79.19 Unrealized +9.6%
USB US BANCORP DEL COM NEW 0.5%
Value ($000) $27,981 Shares 471,929 Est. Cost $41.18 Unrealized +7.7%
FIS FIDELITY NATL INFORMATION SVCS 0.5%
Value ($000) $27,963 Shares 201,046 Est. Cost $117.14 Unrealized +1.2%
XYL XYLEM INC COM 0.5%
Value ($000) $26,218 Shares 332,758 Est. Cost $72.80 Unrealized -0.5%
COLFAX CORP COM 0.5%
Value ($000) $24,037 Shares 660,725 Est. Cost $30.04 Unrealized
EOG EOG RES INC COM 0.4%
Value ($000) $22,547 Shares 269,188 Est. Cost $61.49 Unrealized -9.2%
CRM SALESFORCE COM INC COM 0.4%
Value ($000) $22,313 Shares 137,190 Est. Cost $153.10 Unrealized +1.2%
XIFR NEXTERA ENERGY PARTNERS LP COM 0.4%
Value ($000) $21,977 Shares 417,423 Est. Cost $50.36 Unrealized +3.3%
HON HONEYWELL INTL INC 0.4%
Value ($000) $20,774 Shares 117,366 Est. Cost $139.44 Unrealized +3.2%
APD AIR PRODS & CHEMS INC COM 0.4%
Value ($000) $19,680 Shares 83,750 Est. Cost $192.59 Unrealized +0.8%
CL COLGATE PALMOLIVE CO COM 0.3%
Value ($000) $18,038 Shares 262,022 Est. Cost $62.53 Unrealized -5.5%
AL AIR LEASE CORP CL A 0.3%
Value ($000) $17,632 Shares 371,054 Est. Cost $36.47 Unrealized +9.4%
APOLLO GLOBAL MGMT INC 0.3%
Value ($000) $17,140 Shares 359,250 Est. Cost $47.43 Unrealized
MAGELLAN MIDSTREAM PARTNERS 0.3%
Value ($000) $16,993 Shares 270,290 Est. Cost $66.27 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $16,691 Shares 239,201 Est. Cost $53.76 Unrealized -3.2%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $16,677 Shares 138,386 Est. Cost $91.54 Unrealized -2.0%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $16,597 Shares 133,317 Est. Cost $112.57 Unrealized -2.2%
GLW CORNING INC COM 0.3%
Value ($000) $16,153 Shares 554,900 Est. Cost $24.98 Unrealized -2.2%
AMT AMERICAN TOWER CORP NEW COM 0.3%
Value ($000) $15,841 Shares 68,927 Est. Cost $183.38 Unrealized +0.2%
LOW LOWES COS INC COM 0.3%
Value ($000) $15,552 Shares 129,861 Est. Cost $94.02 Unrealized +8.9%
AMGN AMGEN INC COM 0.3%
Value ($000) $15,355 Shares 63,695 Est. Cost $158.01 Unrealized +15.6%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $13,824 Shares 46,734 Est. Cost $273.24 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $13,534 Shares 75,345 Est. Cost $130.19 Unrealized +12.4%
BALL BALL CORP 0.3%
Value ($000) $13,224 Shares 204,481 Est. Cost $67.43 Unrealized -6.4%
SYK STRYKER CORP COM 0.2%
Value ($000) $12,889 Shares 61,393 Est. Cost $200.19 Unrealized -3.0%
IBB ISHARES TR NASDAQ BIOTECH INDX 0.2%
Value ($000) $12,827 Shares 106,436 Est. Cost $99.50 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.2%
Value ($000) $12,565 Shares 37 Est. Cost $309458.20 Unrealized +5.3%
VEEV VEEVA SYS INC CL A COM 0.2%
Value ($000) $12,393 Shares 88,107 Est. Cost $160.40 Unrealized -8.4%
ABT ABBOTT LABS COM 0.2%
Value ($000) $11,833 Shares 136,233 Est. Cost $76.09 Unrealized -1.0%
C CITIGROUP INC COM NEW 0.2%
Value ($000) $11,415 Shares 142,878 Est. Cost $54.15 Unrealized +9.4%
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $10,091 Shares 187,569 Est. Cost $42.02 Unrealized +6.4%
ROL ROLLINS INC COM 0.2%
Value ($000) $9,891 Shares 298,280 Est. Cost $21.26 Unrealized +3.5%
VIPER ENERGY PARTNERS LP 0.2%
Value ($000) $9,531 Shares 386,479 Est. Cost $27.67 Unrealized
MRK MERCK & CO INC NEW COM 0.2%
Value ($000) $9,473 Shares 104,160 Est. Cost $65.47 Unrealized +3.2%
KO COCA COLA CO COM 0.2%
Value ($000) $9,373 Shares 169,333 Est. Cost $43.96 Unrealized +1.3%
BMY BRISTOL MYERS SQUIBB CO COM 0.2%
Value ($000) $9,363 Shares 145,864 Est. Cost $36.77 Unrealized +22.9%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $8,935 Shares 69,647 Est. Cost $102.93 Unrealized +0.8%
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value ($000) $8,785 Shares 83,890 Est. Cost $40.19 Unrealized +6.9%
APH AMPHENOL CORP NEW CL A 0.2%
Value ($000) $8,727 Shares 80,633 Est. Cost $21.68 Unrealized +11.1%
IEFA ISHARES TR CORE MSCI EAFE 0.2%
Value ($000) $8,701 Shares 133,363 Est. Cost $61.07 Unrealized
MAPTX MATTHEWS INTL FDS PAC TIGER FD 0.2%
Value ($000) $8,617 Shares 299,814 Est. Cost $27.80 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP 0.2%
Value ($000) $8,276 Shares 165,545 Est. Cost $49.69 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $7,570 Shares 50,065 Est. Cost $143.27 Unrealized -4.0%
NVDA NVIDIA CORP COM 0.1%
Value ($000) $7,318 Shares 31,102 Est. Cost $4.28 Unrealized +20.8%
KMI KINDER MORGAN INC KANS 0.1%
Value ($000) $7,226 Shares 341,330 Est. Cost $14.07 Unrealized -0.2%
IVV ISHARES TR CORE S&P500 ETF 0.1%
Value ($000) $7,136 Shares 22,077 Est. Cost $298.54 Unrealized
XBI SPDR SERIES TRUST S&P BIOTECH 0.1%
Value ($000) $6,998 Shares 73,579 Est. Cost $76.25 Unrealized
MFA FINL INC COM 0.1%
Value ($000) $6,950 Shares 908,511 Est. Cost $7.39 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $6,833 Shares 89,599 Est. Cost $54.36 Unrealized +15.6%
GNMSF GENMAB A/S SHS 0.1%
Value ($000) $6,783 Shares 30,725 Est. Cost $193.22 Unrealized +12.0%
G1 THERAPEUTICS INC COM 0.1%
Value ($000) $6,678 Shares 252,673 Est. Cost $23.03 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $6,648 Shares 125,483 Est. Cost $50.38 Unrealized +0.1%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $6,332 Shares 39,669 Est. Cost $108.19 Unrealized +11.1%
SYY SYSCO CORP COM 0.1%
Value ($000) $6,307 Shares 73,736 Est. Cost $61.77 Unrealized +10.9%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $6,269 Shares 73,701 Est. Cost $69.13 Unrealized +2.2%
ACGL ARCH CAP GROUP LTD ORD 0.1%
Value ($000) $6,244 Shares 145,571 Est. Cost $37.49 Unrealized +5.2%
WTM WHITE MTNS INS GROUP LTD COM 0.1%
Value ($000) $6,239 Shares 5,593 Est. Cost $1066.63 Unrealized +2.3%
VYM VANGUARD HIGH DIV YLD ETF 0.1%
Value ($000) $6,140 Shares 65,522 Est. Cost $88.72 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $5,904 Shares 24,382 Est. Cost $46.25 Unrealized +8.5%
MDY SPDR S&P MIDCAP 400 INDEX 0.1%
Value ($000) $5,872 Shares 15,644 Est. Cost $352.82 Unrealized
IBM INTERNATIONAL BUSINESS MACHS C 0.1%
Value ($000) $5,774 Shares 43,080 Est. Cost $102.47 Unrealized -2.5%
LYB LYONDELLBASELL INDUSTRIES N V 0.1%
Value ($000) $5,699 Shares 60,316 Est. Cost $53.69 Unrealized +13.9%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $5,600 Shares 91,206 Est. Cost $40.56 Unrealized +5.5%
IFF INTERNATIONAL FLAVORS&FRAGRANC 0.1%
Value ($000) $5,439 Shares 42,159 Est. Cost $107.39 Unrealized +0.7%
FRCB FIRST REPUBLIC BANK 0.1%
Value ($000) $5,420 Shares 46,148 Est. Cost $92.66 Unrealized +14.1%
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.1%
Value ($000) $5,020 Shares 43,377 Est. Cost $108.09 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $4,987 Shares 16,963 Est. Cost $217.12 Unrealized +9.0%
AVGO BROADCOM INC 0.1%
Value ($000) $4,894 Shares 15,485 Est. Cost $24.15 Unrealized +7.2%
GWW GRAINGER W W INC COM 0.1%
Value ($000) $4,852 Shares 14,333 Est. Cost $256.65 Unrealized +14.7%
MTN VAIL RESORTS INC COM 0.1%
Value ($000) $4,806 Shares 20,040 Est. Cost $236.06 Unrealized +0.3%
SPLUNK INC COM 0.1%
Value ($000) $4,745 Shares 31,685 Est. Cost $117.87 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $4,588 Shares 25,376 Est. Cost $145.97 Unrealized +2.3%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $4,412 Shares 30,873 Est. Cost $138.86 Unrealized
APERGY CORP COM (Special) 0.1%
Value ($000) $4,347 Shares 128,695 Est. Cost $27.05 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $4,320 Shares 28,848 Est. Cost $137.26 Unrealized
WY WEYERHAEUSER CO 0.1%
Value ($000) $4,319 Shares 142,999 Est. Cost $20.57 Unrealized +12.3%
INTC INTEL CORP COM 0.1%
Value ($000) $4,286 Shares 71,617 Est. Cost $43.02 Unrealized +14.5%
ABBV ABBVIE INC COM 0.1%
Value ($000) $4,152 Shares 46,897 Est. Cost $52.58 Unrealized +22.9%
PFE PFIZER INC COM 0.1%
Value ($000) $4,008 Shares 102,300 Est. Cost $27.02 Unrealized -1.1%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $3,979 Shares 88,211 Est. Cost $35.30 Unrealized +3.0%
NMFC NEW MOUNTAIN FIN CORP COM 0.1%
Value ($000) $3,903 Shares 284,025 Est. Cost $6.74 Unrealized +1.8%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $3,891 Shares 30,575 Est. Cost $92.58 Unrealized +13.1%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $3,868 Shares 23,347 Est. Cost $151.35 Unrealized
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $3,798 Shares 54,001 Est. Cost $70.22 Unrealized -5.9%
GMAB GENMAB A S SPONSORED ADR 0.1%
Value ($000) $3,720 Shares 166,575 Est. Cost $20.26 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $3,560 Shares 9,142 Est. Cost $316.45 Unrealized +2.6%
ET ENERGY TRANSFER LP 0.1%
Value ($000) $3,547 Shares 276,479 Est. Cost $13.08 Unrealized
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $3,298 Shares 26,403 Est. Cost $100.99 Unrealized +4.2%
CI CIGNA CORPORATION COM 0.1%
Value ($000) $3,241 Shares 15,847 Est. Cost $148.86 Unrealized +12.7%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $3,090 Shares 32,622 Est. Cost $74.99 Unrealized +6.3%
CANADIAN PAC RY LTD COM 0.1%
Value ($000) $3,017 Shares 11,835 Est. Cost $222.46 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $3,000 Shares 11,029 Est. Cost $223.99 Unrealized +1.1%
CTAS CINTAS CORP COM 0.1%
Value ($000) $2,985 Shares 11,092 Est. Cost $59.93 Unrealized +3.3%
MMM 3M CO COM 0.1%
Value ($000) $2,951 Shares 16,729 Est. Cost $110.63 Unrealized +1.0%
WELL WELLTOWER INC 0.1%
Value ($000) $2,908 Shares 35,562 Est. Cost $71.55 Unrealized -0.6%
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value ($000) $2,900 Shares 31,338 Est. Cost $84.08 Unrealized +2.0%
VB VANGUARD INDEX FDS SMALL CP ET 0.1%
Value ($000) $2,875 Shares 17,357 Est. Cost $155.09 Unrealized
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $2,852 Shares 19,314 Est. Cost $111.09 Unrealized +10.7%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $2,789 Shares 9,340 Est. Cost $266.10 Unrealized +2.4%
DE DEERE & CO COM 0.1%
Value ($000) $2,758 Shares 15,920 Est. Cost $146.01 Unrealized +8.2%
XLF SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $2,558 Shares 83,096 Est. Cost $28.00 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $2,555 Shares 13,162 Est. Cost $161.51 Unrealized +2.5%
AWK AMERICAN WTR WKS CO INC NEW CO 0.0%
Value ($000) $2,552 Shares 20,777 Est. Cost $107.02 Unrealized +0.9%
FCNTX FIDELITY CONTRAFUND INC COM 0.0%
Value ($000) $2,518 Shares 183,676 Est. Cost $13.09 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $2,367 Shares 39,280 Est. Cost $43.09 Unrealized +19.8%
CSX CSX CORP COM 0.0%
Value ($000) $2,304 Shares 31,834 Est. Cost $21.43 Unrealized +1.6%
D DOMINION RES INC VA NEW COM 0.0%
Value ($000) $2,284 Shares 27,575 Est. Cost $61.49 Unrealized +1.5%
BCE BCE INC COM NEW 0.0%
Value ($000) $2,226 Shares 48,018 Est. Cost $30.65 Unrealized +3.5%
IEMG ISHARES INC CORE MSCI EMKT 0.0%
Value ($000) $2,099 Shares 39,037 Est. Cost $49.01 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $2,070 Shares 15,753 Est. Cost $103.86 Unrealized +3.6%
DUNKIN BRANDS GROUP INC COM 0.0%
Value ($000) $1,917 Shares 25,375 Est. Cost $75.55 Unrealized
VFIAX VANGUARD 500 INDEX FUND - ADM 0.0%
Value ($000) $1,828 Shares 6,130 Est. Cost $274.70 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $1,808 Shares 15,215 Est. Cost $100.85 Unrealized -0.0%
GTT COMMUNICATIONS INC 0.0%
Value ($000) $1,806 Shares 159,109 Est. Cost $9.73 Unrealized
VTSAX VANGUARD INDEX FDS TOT STKIDX 0.0%
Value ($000) $1,805 Shares 22,650 Est. Cost $73.51 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $1,762 Shares 18,816 Est. Cost $62.46 Unrealized +17.9%
BA BOEING CO COM 0.0%
Value ($000) $1,749 Shares 5,369 Est. Cost $352.37 Unrealized -0.4%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $1,716 Shares 7,463 Est. Cost $180.12 Unrealized +4.1%
AB ALLIANCEBERNSTEIN HOLDING LP U 0.0%
Value ($000) $1,713 Shares 56,600 Est. Cost $29.35 Unrealized
RVTY PERKINELMER INC COM 0.0%
Value ($000) $1,696 Shares 17,470 Est. Cost $86.18 Unrealized +2.1%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $1,685 Shares 8,527 Est. Cost $182.65 Unrealized -5.9%
BROOKFIELD ASSET MANAGEMENT CL 0.0%
Value ($000) $1,662 Shares 28,750 Est. Cost $53.08 Unrealized
NSRGY NESTLE S A SPONSORED ADR 0.0%
Value ($000) $1,545 Shares 14,268 Est. Cost $108.39 Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLO 0.0%
Value ($000) $1,515 Shares 16,526 Est. Cost $80.54 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $1,502 Shares 59,012 Est. Cost $28.00 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $1,495 Shares 22,995 Est. Cost $45.31 Unrealized +4.1%
BABA ALIBABA GROUP HLDG LTD SPONSOR 0.0%
Value ($000) $1,414 Shares 6,666 Est. Cost $169.44 Unrealized
VIG VANGUARD SPECIALIZED PORTFOLIO 0.0%
Value ($000) $1,386 Shares 11,120 Est. Cost $119.70 Unrealized
GM GENERAL MTRS CORP COM 0.0%
Value ($000) $1,379 Shares 37,670 Est. Cost $36.01 Unrealized -4.6%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $1,354 Shares 14,586 Est. Cost $77.41 Unrealized -16.3%
ALL ALLSTATE CORP 0.0%
Value ($000) $1,353 Shares 12,030 Est. Cost $91.53 Unrealized +2.9%
RUN SUNRUN INC COM 0.0%
Value ($000) $1,304 Shares 94,435 Est. Cost $17.11 Unrealized -12.9%
TD TORONTO DOMINION BK ONT COM NE 0.0%
Value ($000) $1,252 Shares 22,300 Est. Cost $56.85 Unrealized -0.2%
EFA ISHARES MSCI EAFE INDEX 0.0%
Value ($000) $1,250 Shares 17,995 Est. Cost $65.23 Unrealized
PRGFX PRICE T ROWE GROWTH STK FD INC 0.0%
Value ($000) $1,215 Shares 16,569 Est. Cost $69.03 Unrealized
CHTR CHARTER COMMUNICATIONS INC DEL 0.0%
Value ($000) $1,194 Shares 2,462 Est. Cost $403.56 Unrealized +14.0%
VGT VANGUARD WORLD FDS INF TECH ET 0.0%
Value ($000) $1,177 Shares 4,806 Est. Cost $216.23 Unrealized
FDGRX FIDELITY GROWTH CO FUND 0.0%
Value ($000) $1,169 Shares 54,718 Est. Cost $19.44 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $1,160 Shares 13,145 Est. Cost $66.00 Unrealized +10.4%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $1,158 Shares 13,657 Est. Cost $81.08 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $1,154 Shares 15,527 Est. Cost $48.37 Unrealized +19.4%
IJR ISHARES TR S&P SMALL CAP 600 0.0%
Value ($000) $1,150 Shares 13,720 Est. Cost $77.82 Unrealized
CGNX COGNEX CORP COM 0.0%
Value ($000) $1,136 Shares 20,273 Est. Cost $42.37 Unrealized +14.8%
VLCAX VANGUARD INDEX FDS LCP INDX AD 0.0%
Value ($000) $1,129 Shares 15,115 Est. Cost $68.87 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $1,124 Shares 1,902 Est. Cost $172.96 Unrealized +8.3%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $1,120 Shares 4,800 Est. Cost $74.09 Unrealized +5.4%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $1,115 Shares 6,259 Est. Cost $167.60 Unrealized
DAL DELTA AIR LINES INC DEL COM NE 0.0%
Value ($000) $1,094 Shares 18,710 Est. Cost $56.71 Unrealized -4.6%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $1,061 Shares 7,747 Est. Cost $126.97 Unrealized -6.1%
TIFFANY & CO NEW COM 0.0%
Value ($000) $1,053 Shares 7,881 Est. Cost $92.64 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $1,041 Shares 18,500 Est. Cost $45.79 Unrealized +5.3%
ROYAL DUTCH SHELL PLC SPONS AD 0.0%
Value ($000) $1,028 Shares 17,428 Est. Cost $58.84 Unrealized
XALCX BNY MELLON ALCENTA GLOBAL MULT 0.0%
Value ($000) $1,019 Shares 10,000 Est. Cost $101.90 Unrealized
AON PLC CLASS-A ORDINARY SHARE 0.0%
Value ($000) $1,018 Shares 4,887 Est. Cost $203.94 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $1,014 Shares 3,135 Est. Cost $31.29 Unrealized -5.2%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $972 Shares 5,833 Est. Cost $125.23 Unrealized +11.4%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $969 Shares 31,522 Est. Cost $21.25 Unrealized +7.8%
DHT DHT HOLDINGS INC 0.0%
Value ($000) $965 Shares 116,550 Est. Cost $3.37 Unrealized +29.7%
CB CHUBB LIMITED COM 0.0%
Value ($000) $943 Shares 6,059 Est. Cost $139.33 Unrealized -0.6%
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $933 Shares 4,533 Est. Cost $193.35 Unrealized
AMARIN CORP PLC SPONS ADR NEW 0.0%
Value ($000) $933 Shares 43,500 Est. Cost $15.15 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.0%
Value ($000) $900 Shares 18,913 Est. Cost $36.91 Unrealized +9.7%
VEU VANGUARD FTSE ALL-WORLD EX-U.S 0.0%
Value ($000) $892 Shares 16,600 Est. Cost $50.28 Unrealized
STAA STAAR SURGICAL CO COM PAR $0.0 0.0%
Value ($000) $888 Shares 25,260 Est. Cost $30.39 Unrealized +8.6%
RITM NEW RESIDENTIAL INVT CORP COM 0.0%
Value ($000) $884 Shares 54,850 Est. Cost $15.70 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $875 Shares 9,591 Est. Cost $70.58 Unrealized +1.7%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $869 Shares 10,218 Est. Cost $56.72 Unrealized +5.8%
SBLK STAR BULK CARRIERS CORP SHS PA 0.0%
Value ($000) $861 Shares 72,940 Est. Cost $10.27 Unrealized +5.2%
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $847 Shares 14,733 Est. Cost $60.00 Unrealized
EBAY EBAY INC COM 0.0%
Value ($000) $841 Shares 23,290 Est. Cost $36.01 Unrealized -9.4%
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $839 Shares 7,056 Est. Cost $34.52 Unrealized +5.4%
BLACKROCK INC COM 0.0%
Value ($000) $832 Shares 1,655 Est. Cost $445.67 Unrealized
TWCUX AMERICAN CENTY MUT FDS INC ULT 0.0%
Value ($000) $825 Shares 15,820 Est. Cost $48.67 Unrealized
TRGP TARGA RES CORP COM 0.0%
Value ($000) $819 Shares 20,055 Est. Cost $32.08 Unrealized +3.9%
ADBE ADOBE SYS INC COM 0.0%
Value ($000) $802 Shares 2,432 Est. Cost $292.16 Unrealized +0.7%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $796 Shares 52,800 Est. Cost $10.13 Unrealized +8.3%
GLNG GOLAR LNG LTD 0.0%
Value ($000) $793 Shares 55,739 Est. Cost $12.31 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value ($000) $785 Shares 14,349 Est. Cost $32.74 Unrealized +12.1%
UPS UNITED PARCEL SVC INC CL B 0.0%
Value ($000) $755 Shares 6,450 Est. Cost $88.95 Unrealized +4.4%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $752 Shares 2,187 Est. Cost $318.69 Unrealized -0.3%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $751 Shares 19,903 Est. Cost $38.00 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEAL 0.0%
Value ($000) $738 Shares 7,245 Est. Cost $90.11 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $735 Shares 106,840 Est. Cost $5.27 Unrealized -2.2%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $732 Shares 13,669 Est. Cost $43.39 Unrealized -1.4%
DISCOVERY COMMUNICATIONS NEW S 0.0%
Value ($000) $729 Shares 22,252 Est. Cost $32.76 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $715 Shares 3,729 Est. Cost $167.70 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $706 Shares 8,027 Est. Cost $80.64 Unrealized -7.6%
NOSIX NORTHERN FDS STK INDEX FD 0.0%
Value ($000) $696 Shares 18,766 Est. Cost $34.43 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW CO 0.0%
Value ($000) $692 Shares 1,578 Est. Cost $25.83 Unrealized +10.8%
IWR ISHARES TR RUS MID-CAP ETF 0.0%
Value ($000) $682 Shares 11,437 Est. Cost $55.96 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $678 Shares 12,304 Est. Cost $46.57 Unrealized -1.5%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $675 Shares 13,526 Est. Cost $27.60 Unrealized +4.3%
LABORATORY CORP AMER HLDGS COM 0.0%
Value ($000) $673 Shares 3,979 Est. Cost $167.88 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $667 Shares 2,011 Est. Cost $294.76 Unrealized +2.8%
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $642 Shares 4,670 Est. Cost $109.64 Unrealized -0.8%
VIMAX VANGUARD MID CAP INDEX FUND AD 0.0%
Value ($000) $640 Shares 2,902 Est. Cost $207.44 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $637 Shares 7,623 Est. Cost $75.52 Unrealized -2.8%
PPL PPL CORP COM 0.0%
Value ($000) $631 Shares 17,578 Est. Cost $23.05 Unrealized +12.4%
UGI UGI CORP NEW COM 0.0%
Value ($000) $628 Shares 13,907 Est. Cost $49.97 Unrealized -8.3%
CHH CHOICE HOTELS INTL INC COM 0.0%
Value ($000) $621 Shares 6,000 Est. Cost $84.84 Unrealized +4.9%
LLSCX LONGLEAF PARTNERS FDS TR SMALL 0.0%
Value ($000) $619 Shares 25,496 Est. Cost $24.28 Unrealized
PEYAX PUTNAM EQUITY INCOME FD NEW CL 0.0%
Value ($000) $611 Shares 23,079 Est. Cost $25.00 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $603 Shares 5,313 Est. Cost $87.54 Unrealized +5.7%
LHX L3HARRIS TECHNOLOGY INC 0.0%
Value ($000) $596 Shares 3,012 Est. Cost $177.58 Unrealized 0.0%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $596 Shares 6,299 Est. Cost $86.93 Unrealized
LYV LIVE NATION INC COM 0.0%
Value ($000) $595 Shares 8,320 Est. Cost $69.38 Unrealized -2.3%
EEM ISHARES MSCI EMERGING MARKET 0.0%
Value ($000) $591 Shares 13,170 Est. Cost $40.86 Unrealized
STNG SCORPIO TANKERS INC SHS 0.0%
Value ($000) $576 Shares 14,639 Est. Cost $30.01 Unrealized
CENTENNIAL RESOURCE DEVELOPMEN 0.0%
Value ($000) $571 Shares 123,616 Est. Cost $4.54 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $570 Shares 5,655 Est. Cost $101.52 Unrealized -9.0%
VSIAX VANGUARD BD INDEX FD INC SMCP 0.0%
Value ($000) $569 Shares 9,665 Est. Cost $55.35 Unrealized
WTS WATTS WATER TECHNOLOGIES A 0.0%
Value ($000) $569 Shares 5,700 Est. Cost $92.88 Unrealized +2.2%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $559 Shares 8,083 Est. Cost $27.14 Unrealized -0.5%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $555 Shares 9,085 Est. Cost $45.34 Unrealized +16.9%
JLPSX JPMORGAN TR I US LARGE SEL 0.0%
Value ($000) $549 Shares 22,217 Est. Cost $23.95 Unrealized
TFX TELEFLEX INC 0.0%
Value ($000) $542 Shares 1,440 Est. Cost $335.18 Unrealized -1.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $538 Shares 3,337 Est. Cost $156.82 Unrealized -3.2%
ANNALY CAP MGMT INC COM 0.0%
Value ($000) $537 Shares 57,000 Est. Cost $9.22 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $536 Shares 6,200 Est. Cost $86.79 Unrealized +0.7%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $530 Shares 4,758 Est. Cost $95.06 Unrealized 0.0%
VEA VANGUARD MSCI EAFE ETF 0.0%
Value ($000) $529 Shares 12,014 Est. Cost $42.30 Unrealized
TRBCX T ROWE PR BLUE CHIP GROW 0.0%
Value ($000) $525 Shares 4,224 Est. Cost $124.29 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $512 Shares 2,551 Est. Cost $164.26 Unrealized -1.4%
ANSYS INC COM 0.0%
Value ($000) $511 Shares 1,986 Est. Cost $223.86 Unrealized
GS ACQUISITION HLDGS CORP COM 0.0%
Value ($000) $502 Shares 45,500 Est. Cost $11.03 Unrealized
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $492 Shares 7,391 Est. Cost $64.53 Unrealized
BBH VANECK VECTORS ETF TR 0.0%
Value ($000) $489 Shares 3,510 Est. Cost $117.95 Unrealized
PHILLIPS 66 PARTNERS LP COM UN 0.0%
Value ($000) $488 Shares 7,915 Est. Cost $56.62 Unrealized
INGR INGREDION INC COM 0.0%
Value ($000) $488 Shares 5,250 Est. Cost $79.37 Unrealized +5.9%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $487 Shares 1,225 Est. Cost $34.24 Unrealized -1.2%
DSSI DIAMOND S SHIPPING INC COM 0.0%
Value ($000) $487 Shares 29,100 Est. Cost $11.03 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $482 Shares 5,226 Est. Cost $73.50 Unrealized +1.8%
NZTCF SPARK NEW ZEALAND LTD SHS 0.0%
Value ($000) $481 Shares 165,000 Est. Cost $1.54 Unrealized +8.1%
FXAIX FIDELITY CONCORD STR TR 500 ID 0.0%
Value ($000) $476 Shares 4,248 Est. Cost $104.35 Unrealized
CAC CAMDEN NATL CORP COM 0.0%
Value ($000) $474 Shares 10,300 Est. Cost $33.38 Unrealized +2.5%
OAKLX HARRIS ASSOC INVT TR OAKMAK SE 0.0%
Value ($000) $468 Shares 10,790 Est. Cost $43.37 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $467 Shares 41,805 Est. Cost $8.94 Unrealized
FRONTLINE LTD SHS 0.0%
Value ($000) $465 Shares 36,150 Est. Cost $9.11 Unrealized
VOT VANGUARD INDEX FDS MCAP GR IDX 0.0%
Value ($000) $460 Shares 2,896 Est. Cost $148.23 Unrealized
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $460 Shares 788 Est. Cost $160.80 Unrealized +12.3%
TCEHY TENCENT HLDGS LTD ADR 0.0%
Value ($000) $456 Shares 9,494 Est. Cost $41.73 Unrealized
MDISX MUTUAL SER FD INC GBL DISCVR F 0.0%
Value ($000) $454 Shares 14,549 Est. Cost $31.20 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $450 Shares 3,466 Est. Cost $88.96 Unrealized -1.7%
LINDE PUBLIC LTD 0.0%
Value ($000) $441 Shares 2,073 Est. Cost $193.55 Unrealized
ARTMX ARTISAN PTRNS FDS INC MID CAP 0.0%
Value ($000) $439 Shares 12,495 Est. Cost $35.13 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $437 Shares 2,885 Est. Cost $126.71 Unrealized +1.4%
CSRSX COHEN & STEERS RLTY SHS INC CO 0.0%
Value ($000) $432 Shares 6,530 Est. Cost $66.16 Unrealized
MEIIX MFS SER TR I VALUE FD CL I 0.0%
Value ($000) $432 Shares 9,669 Est. Cost $42.44 Unrealized
XLC SELECT SECTOR SPDR TR COMMUNIC 0.0%
Value ($000) $432 Shares 8,046 Est. Cost $49.82 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $429 Shares 10,670 Est. Cost $30.96 Unrealized -0.8%
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $427 Shares 3,100 Est. Cost $95.05 Unrealized +4.4%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $422 Shares 5,576 Est. Cost $46.59 Unrealized +2.4%
HESS CORP COM 0.0%
Value ($000) $421 Shares 6,300 Est. Cost $60.49 Unrealized
VSMAX VANGUARD INDEX FDS SMCP INDEX 0.0%
Value ($000) $420 Shares 5,288 Est. Cost $73.75 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $419 Shares 1,411 Est. Cost $232.85 Unrealized +19.2%
BORR DRILLING LTD SHS 0.0%
Value ($000) $419 Shares 46,255 Est. Cost $6.10 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $413 Shares 4,590 Est. Cost $71.87 Unrealized -3.5%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $413 Shares 3,709 Est. Cost $77.27 Unrealized +13.1%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $409 Shares 5,211 Est. Cost $76.01 Unrealized 0.0%
NFE NEW FORTRESS ENERGY LLC CL A S 0.0%
Value ($000) $409 Shares 26,125 Est. Cost $16.60 Unrealized 0.0%
DTEGY DEUTSCHE TELEKOM AG SPONSORED 0.0%
Value ($000) $407 Shares 25,000 Est. Cost $16.72 Unrealized
JACOBS ENGR GROUP INC 0.0%
Value ($000) $406 Shares 4,515 Est. Cost $91.35 Unrealized
HLIEX JPMORGAN TR II EQTY INCOME SL 0.0%
Value ($000) $405 Shares 20,811 Est. Cost $18.50 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $404 Shares 6,349 Est. Cost $45.27 Unrealized +8.0%
PIONEER NAT RES CO COM 0.0%
Value ($000) $401 Shares 2,650 Est. Cost $151.32 Unrealized
OVERSEAS SHIPHOLDING GROUP INC 0.0%
Value ($000) $400 Shares 174,100 Est. Cost $2.30 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $399 Shares 4,408 Est. Cost $81.85 Unrealized -2.3%
XLE SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $392 Shares 6,534 Est. Cost $59.41 Unrealized
WMB WILLIAMS COS INC DEL COM 0.0%
Value ($000) $386 Shares 16,287 Est. Cost $17.63 Unrealized -7.7%
GL GLOBE LIFE INC 0.0%
Value ($000) $386 Shares 3,672 Est. Cost $86.06 Unrealized +10.0%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $385 Shares 3,700 Est. Cost $90.40 Unrealized -4.2%
PRFDX ROWE T PRICE EQUITY INCOME FD 0.0%
Value ($000) $376 Shares 11,712 Est. Cost $32.10 Unrealized
HOLLY ENERGY PARTNERS LP 0.0%
Value ($000) $374 Shares 16,900 Est. Cost $25.25 Unrealized
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value ($000) $370 Shares 3,500 Est. Cost $102.00 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $363 Shares 2,543 Est. Cost $108.81 Unrealized +12.9%
FLPSX FIDELITY PURITAN TR LOW PRICE 0.0%
Value ($000) $357 Shares 7,127 Est. Cost $46.84 Unrealized
SLADX SELECTED AMERN SHS INC CL D 0.0%
Value ($000) $345 Shares 9,264 Est. Cost $37.24 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $345 Shares 2,048 Est. Cost $163.57 Unrealized
PBF PBF ENERGY INC CL A 0.0%
Value ($000) $344 Shares 10,950 Est. Cost $30.77 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $343 Shares 167 Est. Cost $1905.07 Unrealized +1.4%
VCR VANGUARD WORLD CONSUMER DISC E 0.0%
Value ($000) $343 Shares 1,810 Est. Cost $180.20 Unrealized
GBDC GOLUB CAP BDC INC COM 0.0%
Value ($000) $341 Shares 18,500 Est. Cost $9.68 Unrealized -0.4%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $340 Shares 1,927 Est. Cost $160.41 Unrealized -2.8%
VTCLX VANGUARD TAX MANAGED INTL FD C 0.0%
Value ($000) $340 Shares 2,050 Est. Cost $153.17 Unrealized
KANSAS CITY SOUTHERN COM NEW 0.0%
Value ($000) $338 Shares 2,208 Est. Cost $133.15 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $334 Shares 2,890 Est. Cost $102.09 Unrealized +8.1%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $332 Shares 3,672 Est. Cost $70.87 Unrealized +1.3%
STE STERIS PLC 0.0%
Value ($000) $328 Shares 2,150 Est. Cost $138.78 Unrealized 0.0%
VTI VANGUARD INDEX FDS TOTAL STK M 0.0%
Value ($000) $328 Shares 2,007 Est. Cost $150.97 Unrealized
AME AMETEK INC NEW COM 0.0%
Value ($000) $325 Shares 3,259 Est. Cost $84.54 Unrealized +7.5%
DCP MIDSTREAM PARTNERS LP 0.0%
Value ($000) $324 Shares 13,217 Est. Cost $26.23 Unrealized
KRE SPDR SERIES TRUST S&P REGL BKG 0.0%
Value ($000) $324 Shares 5,565 Est. Cost $52.83 Unrealized
RJF RAYMOND JAMES FINANCIAL INC CO 0.0%
Value ($000) $324 Shares 3,625 Est. Cost $49.20 Unrealized +6.7%
FRPT FRESHPET INC COM 0.0%
Value ($000) $322 Shares 5,450 Est. Cost $45.69 Unrealized +16.6%
HESM HESS MIDSTREAM PARTNERS LP UNI 0.0%
Value ($000) $322 Shares 14,200 Est. Cost $12.60 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $321 Shares 8,073 Est. Cost $22.66 Unrealized +9.7%
VGSTX VANGUARD STAR FUND 0.0%
Value ($000) $320 Shares 11,688 Est. Cost $27.03 Unrealized
SEEGX JPMORGAN TR II LARGE CAP GR S 0.0%
Value ($000) $320 Shares 7,869 Est. Cost $41.94 Unrealized
ULTA ULTA SALON COSMETCS & FRAG INC 0.0%
Value ($000) $319 Shares 1,262 Est. Cost $306.82 Unrealized -20.4%
PEG PUBLIC SVC ENTERPRISE GROUP CO 0.0%
Value ($000) $318 Shares 5,393 Est. Cost $48.05 Unrealized +2.3%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $317 Shares 5,100 Est. Cost $51.59 Unrealized +6.7%
GSWEUR GETSWIFT LTD SHS 0.0%
Value ($000) $317 Shares 951,200 Est. Cost $0.40 Unrealized
SWPPX SCHWAB CAP TR S&P 500IDX SEL 0.0%
Value ($000) $315 Shares 6,376 Est. Cost $46.24 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $307 Shares 5,160 Est. Cost $52.99 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $300 Shares 4,623 Est. Cost $50.98 Unrealized +0.6%
ACINX COLUMBIA ACORN TR INTL CL Z 0.0%
Value ($000) $297 Shares 8,670 Est. Cost $31.83 Unrealized
VIS VANGUARD WORLD FDS INDUSTRIAL 0.0%
Value ($000) $297 Shares 1,927 Est. Cost $146.36 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $295 Shares 5,000 Est. Cost $55.40 Unrealized
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $295 Shares 2,635 Est. Cost $91.47 Unrealized 0.0%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $292 Shares 13,840 Est. Cost $22.93 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $291 Shares 1,898 Est. Cost $130.84 Unrealized -4.8%
HSY HERSHEY CO COM 0.0%
Value ($000) $289 Shares 1,964 Est. Cost $130.18 Unrealized -1.3%
EFX EQUIFAX INC COM 0.0%
Value ($000) $287 Shares 2,045 Est. Cost $134.03 Unrealized -1.4%
IWV ISHARES TR RUSSELL 3000 0.0%
Value ($000) $285 Shares 1,510 Est. Cost $173.51 Unrealized
IHS MARKIT LTD SHS 0.0%
Value ($000) $284 Shares 3,765 Est. Cost $66.93 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $282 Shares 504 Est. Cost $392.06 Unrealized +10.0%
MCK MCKESSON CORP COM 0.0%
Value ($000) $280 Shares 2,023 Est. Cost $135.60 Unrealized -0.1%
AIG AMERICAN INTL GROUP INC COM NE 0.0%
Value ($000) $279 Shares 5,439 Est. Cost $46.77 Unrealized -3.6%
AMCFX AMCAP FD INC SHS CL F-2 0.0%
Value ($000) $278 Shares 8,227 Est. Cost $31.85 Unrealized
PRILX PARNASSUS FD EQTY INCM INSTL 0.0%
Value ($000) $274 Shares 5,807 Est. Cost $47.18 Unrealized
ARTIX ARTISAN FDS INC INTL FD INSTL 0.0%
Value ($000) $273 Shares 8,220 Est. Cost $33.21 Unrealized
OAKIX HARRIS ASSOC INVT TR OAKMARK I 0.0%
Value ($000) $273 Shares 10,936 Est. Cost $24.96 Unrealized
MATTHEWS INTL FDS ASIAN GW&INC 0.0%
Value ($000) $273 Shares 17,371 Est. Cost $15.72 Unrealized
NEOG NEOGEN CORP COM 0.0%
Value ($000) $272 Shares 4,166 Est. Cost $34.61 Unrealized -5.0%
GRACE W R & CO DEL NEW COM 0.0%
Value ($000) $272 Shares 3,895 Est. Cost $66.75 Unrealized
CDK GLOBAL INC COM 0.0%
Value ($000) $270 Shares 4,940 Est. Cost $48.18 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.0%
Value ($000) $270 Shares 1,395 Est. Cost $179.93 Unrealized
VGENX VANGUARD SPECIALIZED PORTFOLIO 0.0%
Value ($000) $267 Shares 5,642 Est. Cost $47.32 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $265 Shares 5,520 Est. Cost $44.66 Unrealized -0.5%
XEL XCEL ENERGY INC 0.0%
Value ($000) $259 Shares 4,075 Est. Cost $51.21 Unrealized +1.0%
GABAX GABELLI ASSET FD SH BEN INT 0.0%
Value ($000) $256 Shares 4,659 Est. Cost $56.45 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $255 Shares 3,968 Est. Cost $25.91 Unrealized -5.4%
VWNAX VANGUARD WINDSOR II FD ADMIRAL 0.0%
Value ($000) $254 Shares 3,937 Est. Cost $64.45 Unrealized
RBC RBC BEARINGS INC COM 0.0%
Value ($000) $253 Shares 1,595 Est. Cost $161.62 Unrealized +0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $253 Shares 4,080 Est. Cost $57.43 Unrealized -1.9%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $250 Shares 1,500 Est. Cost $117.42 Unrealized +19.8%
SRE SEMPRA ENERGY 0.0%
Value ($000) $246 Shares 1,621 Est. Cost $56.85 Unrealized +5.5%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $244 Shares 893 Est. Cost $236.97 Unrealized +4.2%
LEN LENNAR CORP CL A 0.0%
Value ($000) $240 Shares 4,300 Est. Cost $44.86 Unrealized +17.1%
APTIV PLC SHS 0.0%
Value ($000) $240 Shares 2,525 Est. Cost $95.05 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $237 Shares 4,213 Est. Cost $40.89 Unrealized 0.0%
TSLA TESLA MTRS INC COM 0.0%
Value ($000) $236 Shares 563 Est. Cost $21.69 Unrealized 0.0%
NOMIX NORTHERN EQUITY INDEX FDS MID 0.0%
Value ($000) $235 Shares 12,159 Est. Cost $18.51 Unrealized
VGK VANGUARD EUROPEAN 0.0%
Value ($000) $234 Shares 4,000 Est. Cost $53.50 Unrealized
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $231 Shares 4,666 Est. Cost $35.04 Unrealized +10.7%
FGRIX FIDELITY SECS FD GRWTH & INCM 0.0%
Value ($000) $231 Shares 5,468 Est. Cost $38.63 Unrealized
MEURX MUTUAL SER FD INC EUROPEAN Z 0.0%
Value ($000) $225 Shares 10,559 Est. Cost $21.31 Unrealized
AWSHX WASHINGTON MUT INVS FD COM 0.0%
Value ($000) $223 Shares 4,622 Est. Cost $46.48 Unrealized
VDC VANGUARD WORLD FDS CONSUM STP 0.0%
Value ($000) $221 Shares 1,372 Est. Cost $156.33 Unrealized
VIRNETX HLDG CORP COM 0.0%
Value ($000) $218 Shares 57,361 Est. Cost $5.40 Unrealized
UMLGX COLUMBIA LARGE CAP GROWTH - Z 0.0%
Value ($000) $218 Shares 16,771 Est. Cost $12.85 Unrealized
DLB DOLBY LABORATORIES INC COM 0.0%
Value ($000) $216 Shares 3,139 Est. Cost $57.27 Unrealized +5.5%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $215 Shares 4,273 Est. Cost $39.93 Unrealized 0.0%
JMVSX FLEMING MUTUAL FD GR INC MIDCP 0.0%
Value ($000) $209 Shares 5,348 Est. Cost $38.89 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $209 Shares 954 Est. Cost $202.38 Unrealized 0.0%
QURE UNIQURE N.V. 0.0%
Value ($000) $209 Shares 2,915 Est. Cost $54.91 Unrealized 0.0%
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $208 Shares 2,170 Est. Cost $95.85 Unrealized
SMH SEMICONDUCTOR HLDRS TR DEP RCP 0.0%
Value ($000) $205 Shares 1,450 Est. Cost $141.38 Unrealized
LBRDA LIBERTY BROADBAND CORP COM SER 0.0%
Value ($000) $205 Shares 1,649 Est. Cost $108.52 Unrealized 0.0%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $201 Shares 1,760 Est. Cost $105.11 Unrealized -2.9%
NMRK NEWMARK GROUP INC - CLASS A 0.0%
Value ($000) $199 Shares 14,777 Est. Cost $8.59 Unrealized +26.9%
NMPAX COLUMBIA FDS SER TR MID CAP IN 0.0%
Value ($000) $194 Shares 12,196 Est. Cost $15.91 Unrealized
WABIX WELLS FARGO FDS TR WF ABSOLUTE 0.0%
Value ($000) $193 Shares 17,101 Est. Cost $11.29 Unrealized
CLVT CLARIVATE ANALYTICS PLC 0.0%
Value ($000) $185 Shares 11,000 Est. Cost $16.84 Unrealized 0.0%
SCBGF SIG COMBIBLOC GROUP AG 0.0%
Value ($000) $184 Shares 11,500 Est. Cost $16.00 Unrealized
STHRX WELLS FARGO FDS TR TARGET 2030 0.0%
Value ($000) $182 Shares 14,295 Est. Cost $12.66 Unrealized
PEOPLES UNITED FINANCIAL INC C 0.0%
Value ($000) $173 Shares 10,233 Est. Cost $15.64 Unrealized
ARDEX AMG TR IV RIVR RD DIV CP N 0.0%
Value ($000) $169 Shares 14,132 Est. Cost $11.96 Unrealized
PENNX ROYCE FD PENN MUT INV 0.0%
Value ($000) $167 Shares 17,691 Est. Cost $9.03 Unrealized
DODWX DODGE & COX FDS GLOBAL STK FD 0.0%
Value ($000) $160 Shares 12,578 Est. Cost $12.33 Unrealized
ALLIANZ FDS RCM MIDCAP INS 0.0%
Value ($000) $152 Shares 33,460 Est. Cost $4.36 Unrealized
RYTRX ROYCE FD TOTAL RETURN 0.0%
Value ($000) $122 Shares 11,118 Est. Cost $11.12 Unrealized
BGC PARTNERS INC CL A 0.0%
Value ($000) $119 Shares 20,000 Est. Cost $5.50 Unrealized
SALTUSD SCORPIO BULKERS INC COM 0.0%
Value ($000) $110 Shares 17,200 Est. Cost $6.17 Unrealized
NII HLDGS INC COM PAR $0.001 0.0%
Value ($000) $108 Shares 49,996 Est. Cost $1.96 Unrealized
KAUFX FEDERATED EQUITY FDS COM 0.0%
Value ($000) $107 Shares 17,867 Est. Cost $6.20 Unrealized
FMAGX FIDELITY MAGELLAN FD COM 0.0%
Value ($000) $106 Shares 10,440 Est. Cost $10.82 Unrealized
MRI INTERVENTIONS INC COM 0.0%
Value ($000) $103 Shares 21,552 Est. Cost $5.06 Unrealized
MDXG MIMEDX GROUP INC COM 0.0%
Value ($000) $91 Shares 12,000 Est. Cost $5.08 Unrealized +19.3%
LCTX LINEAGE CELL THERAPEUTICS INC 0.0%
Value ($000) $90 Shares 101,300 Est. Cost $1.03 Unrealized -19.2%
PCRIX PIMCO COMMODITY RR STRAT - INS 0.0%
Value ($000) $86 Shares 14,412 Est. Cost $5.64 Unrealized
WESTERN ASSET HIGH INCM FD II 0.0%
Value ($000) $81 Shares 12,085 Est. Cost $6.79 Unrealized
YRC WORLDWIDE INC 0.0%
Value ($000) $73 Shares 28,700 Est. Cost $2.54 Unrealized
BRISTOL-MYERS SQUIBB-CVR 0.0%
Value ($000) $38 Shares 12,712 Est. Cost $2.99 Unrealized
ONCOCYTE CORPORATION COM 0.0%
Value ($000) $34 Shares 15,000 Est. Cost $2.13 Unrealized
REGENERX BIOPHARMACEUTICALS CO 0.0%
Value ($000) $28 Shares 200,000 Est. Cost $0.15 Unrealized
APPLIED MINERALS INC COM 0.0%
Value ($000) $26 Shares 4,008,651 Est. Cost $0.02 Unrealized
CRNT CERAGON NETWORKS LTD ORD 0.0%
Value ($000) $21 Shares 10,000 Est. Cost $2.63 Unrealized -14.6%
PARETEUM CORP 0.0%
Value ($000) $11 Shares 25,800 Est. Cost $0.43 Unrealized
FFNTF 4FRONT VENTURES CORP 0.0%
Value ($000) $11 Shares 24,150 Est. Cost $0.69 Unrealized -38.7%
NWBO NORTHWEST BIOTHERAPEUTICS INC 0.0%
Value ($000) $11 Shares 50,000 Est. Cost $0.23 Unrealized -3.1%
VYSTAR CORP 0.0%
Value ($000) $5 Shares 480,000 Est. Cost $0.03 Unrealized
PROPHECY DEV CORP COM NEW 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $0.30 Unrealized
FISSION URANIUM CORP COM 0.0%
Value ($000) $2 Shares 10,000 Est. Cost $0.30 Unrealized
PKTX PROTOKINETIX INC 0.0%
Value ($000) $2 Shares 20,000 Est. Cost $0.19 Unrealized -44.8%
TGLO THEGLOBE COM INC COM 0.0%
Value ($000) $1 Shares 25,000 Est. Cost $0.04 Unrealized -15.4%
NEVADA GOLD CORP COM 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
FPMI FLUOROPHARMA MED INC COM 0.0%
Value ($000) $0 Shares 117,647 Est. Cost $0.02 Unrealized -58.4%
GENE EXPRESS, INC. COM STOCK 0.0%
Value ($000) $0 Shares 100,000 Est. Cost Unrealized
ISLET SCIENCES INC COM 0.0%
Value ($000) $0 Shares 91,666 Est. Cost Unrealized