Bollard Group LLC Diversified Active

CIK: 0001556218 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 27, 2017

Total Value ($000): $1,896,755 (100.0% shares, 0.0% debt)

Holdings (269)

BSX Boston Scientific Corp 51.9%
Value ($000) $984,081 Shares 33,736,067 Est. Cost $12.92 Unrealized +113.7%
Alibaba Group Holding Ltd Sp A 2.0%
Value ($000) $38,030 Shares 220,196 Est. Cost $133.20 Unrealized
EPD Enterprise Products Partners L 2.0%
Value ($000) $37,404 Shares 1,434,763 Est. Cost $41.41 Unrealized
BA Boeing Co 1.7%
Value ($000) $32,865 Shares 129,283 Est. Cost $107.06 Unrealized +105.9%
AMZN Amazon.com Inc 1.7%
Value ($000) $32,547 Shares 33,855 Est. Cost $37.66 Unrealized +30.4%
Magellan Midstream Partners LP 1.6%
Value ($000) $30,795 Shares 433,368 Est. Cost $65.01 Unrealized
LLY Lilly Eli & Co 1.4%
Value ($000) $27,234 Shares 318,383 Est. Cost $45.07 Unrealized +60.0%
Paypal Holdings Inc 1.4%
Value ($000) $26,992 Shares 421,545 Est. Cost $35.30 Unrealized
Nextera Energy Inc 1.4%
Value ($000) $25,662 Shares 175,108 Est. Cost $92.32 Unrealized
AEP American Electric Power Inc 1.2%
Value ($000) $23,636 Shares 336,501 Est. Cost $35.32 Unrealized +50.2%
Verizon Communications Inc 1.2%
Value ($000) $22,677 Shares 458,218 Est. Cost $49.37 Unrealized
AT&T Inc 1.2%
Value ($000) $21,894 Shares 558,936 Est. Cost $36.35 Unrealized
IT Gartner Inc 1.0%
Value ($000) $19,452 Shares 156,355 Est. Cost $87.91 Unrealized +40.6%
MSFT Microsoft Corp 1.0%
Value ($000) $18,824 Shares 252,701 Est. Cost $50.90 Unrealized +31.0%
CAT Caterpillar Inc 0.9%
Value ($000) $16,132 Shares 129,353 Est. Cost $68.62 Unrealized +39.9%
Facebook Inc Cl A 0.8%
Value ($000) $16,086 Shares 94,141 Est. Cost $136.02 Unrealized
Alphabet Inc Cap Stock Cl C 0.8%
Value ($000) $15,929 Shares 16,608 Est. Cost $849.83 Unrealized
Jbg Smith Properties 0.7%
Value ($000) $14,169 Shares 414,186 Est. Cost $34.21 Unrealized
Southern Copper Corp 0.7%
Value ($000) $13,377 Shares 336,437 Est. Cost $28.67 Unrealized
PPL Corp 0.7%
Value ($000) $13,154 Shares 346,619 Est. Cost $31.97 Unrealized
Duke Energy Corp 0.7%
Value ($000) $12,861 Shares 153,254 Est. Cost $71.84 Unrealized
BMY Bristol-Myers Squibb Co 0.6%
Value ($000) $12,215 Shares 191,635 Est. Cost $31.01 Unrealized +39.1%
DE Deere & Co 0.6%
Value ($000) $11,187 Shares 89,078 Est. Cost $73.44 Unrealized +47.8%
PM Philip Morris Intl Inc 0.6%
Value ($000) $10,998 Shares 99,069 Est. Cost $54.30 Unrealized +38.6%
WY Weyerhaeuser Co 0.6%
Value ($000) $10,797 Shares 317,272 Est. Cost $18.70 Unrealized +26.5%
Altria Group Inc 0.6%
Value ($000) $10,586 Shares 166,919 Est. Cost $43.88 Unrealized
TC Pipelines LP 0.5%
Value ($000) $10,292 Shares 196,707 Est. Cost $55.35 Unrealized
SO Southern Co 0.5%
Value ($000) $9,311 Shares 189,476 Est. Cost $31.81 Unrealized +7.8%
PEG Public Service Enterprise Grou 0.5%
Value ($000) $9,288 Shares 200,816 Est. Cost $24.38 Unrealized +39.7%
USB US Bancorp Del 0.5%
Value ($000) $9,170 Shares 171,114 Est. Cost $25.79 Unrealized +46.4%
General Electric Co 0.4%
Value ($000) $8,256 Shares 341,439 Est. Cost $24.50 Unrealized
OKE Oneok Inc 0.4%
Value ($000) $8,055 Shares 145,367 Est. Cost $30.34 Unrealized +5.6%
ProShares Short S&P 500 Ne 0.4%
Value ($000) $7,338 Shares 228,116 Est. Cost $39.65 Unrealized
Holly Energy Partners LP 0.4%
Value ($000) $7,232 Shares 216,512 Est. Cost $36.74 Unrealized
CVX Chevron Corp 0.4%
Value ($000) $7,223 Shares 61,474 Est. Cost $70.52 Unrealized +8.1%
JPMorgan Chase & Co 0.3%
Value ($000) $6,489 Shares 67,935 Est. Cost $61.29 Unrealized
Dowdupont Inc 0.3%
Value ($000) $6,415 Shares 92,662 Est. Cost $69.23 Unrealized
PAA Plains All American Pipeline L 0.3%
Value ($000) $6,385 Shares 301,320 Est. Cost $46.08 Unrealized
ABT Abbott Laboratories 0.3%
Value ($000) $6,326 Shares 118,544 Est. Cost $33.67 Unrealized +28.8%
Spectra Energy Partners LP 0.3%
Value ($000) $6,272 Shares 141,326 Est. Cost $47.05 Unrealized
SWK Stanley Black & Decker Inc 0.3%
Value ($000) $6,163 Shares 40,823 Est. Cost $59.02 Unrealized +94.0%
BCE Inc 0.3%
Value ($000) $5,829 Shares 124,475 Est. Cost $42.12 Unrealized
Merck & Co Inc 0.3%
Value ($000) $5,760 Shares 89,958 Est. Cost $50.21 Unrealized
Royal Dutch Shell PLC Sp ADR A 0.3%
Value ($000) $5,731 Shares 94,594 Est. Cost $59.39 Unrealized
FTS Fortis Inc 0.3%
Value ($000) $5,639 Shares 157,658 Est. Cost $22.28 Unrealized +17.8%
Walgreens Boots Alliance Inc 0.3%
Value ($000) $5,627 Shares 72,873 Est. Cost $76.92 Unrealized
Valero Energy Corp 0.3%
Value ($000) $5,422 Shares 70,475 Est. Cost $48.51 Unrealized
TransCanada Corp 0.3%
Value ($000) $5,397 Shares 109,184 Est. Cost $41.26 Unrealized
KKR & Co LP Del Units 0.3%
Value ($000) $5,396 Shares 265,430 Est. Cost $18.60 Unrealized
MS Morgan Stanley 0.3%
Value ($000) $5,186 Shares 107,659 Est. Cost $24.89 Unrealized +45.7%
Potash Corp Saskatchewan Inc 0.3%
Value ($000) $5,072 Shares 263,612 Est. Cost $17.37 Unrealized
HON Honeywell Intl Inc 0.3%
Value ($000) $4,866 Shares 34,334 Est. Cost $82.46 Unrealized +26.5%
HAL Halliburton Co 0.3%
Value ($000) $4,744 Shares 103,063 Est. Cost $35.30 Unrealized +0.4%
ConocoPhillips 0.2%
Value ($000) $4,620 Shares 92,309 Est. Cost $60.21 Unrealized
EMR Emerson Electric Co 0.2%
Value ($000) $4,580 Shares 72,887 Est. Cost $46.31 Unrealized +6.3%
AtriCure Inc 0.2%
Value ($000) $4,474 Shares 200,000 Est. Cost $16.38 Unrealized
Bard C R Inc 0.2%
Value ($000) $4,461 Shares 13,918 Est. Cost $137.34 Unrealized
AAPL Apple Inc 0.2%
Value ($000) $4,069 Shares 26,400 Est. Cost $20.02 Unrealized +80.6%
Enbridge Energy Management LLC 0.2%
Value ($000) $4,053 Shares 262,153 Est. Cost $29.25 Unrealized
BAC Bank America Corp 0.2%
Value ($000) $3,971 Shares 156,705 Est. Cost $12.81 Unrealized +55.8%
CLX Clorox Co 0.2%
Value ($000) $3,944 Shares 29,902 Est. Cost $71.09 Unrealized +48.5%
Johnson Controls Intl PLC 0.2%
Value ($000) $3,818 Shares 94,760 Est. Cost $45.56 Unrealized
CL Colgate Palmolive Co 0.2%
Value ($000) $3,756 Shares 51,558 Est. Cost $50.90 Unrealized +16.3%
United States Oil Fund LP 0.2%
Value ($000) $3,591 Shares 344,250 Est. Cost $16.86 Unrealized
PSX Phillips 66 0.2%
Value ($000) $3,521 Shares 38,430 Est. Cost $44.51 Unrealized +37.6%
Goldman Sachs Group Inc 0.2%
Value ($000) $3,491 Shares 14,719 Est. Cost $168.44 Unrealized
Buckeye Partners LP 0.2%
Value ($000) $3,362 Shares 58,981 Est. Cost $71.41 Unrealized
FE FirstEnergy Corp 0.2%
Value ($000) $3,281 Shares 106,430 Est. Cost $23.24 Unrealized -3.9%
EWL iShares MSCI Sz Cap ETF 0.2%
Value ($000) $3,176 Shares 90,661 Est. Cost $32.84 Unrealized
PEP PepsiCo Inc 0.2%
Value ($000) $3,170 Shares 28,445 Est. Cost $59.29 Unrealized +50.8%
PAYX Paychex Inc 0.2%
Value ($000) $3,128 Shares 52,166 Est. Cost $31.57 Unrealized +41.2%
Duke Realty Corp 0.2%
Value ($000) $3,098 Shares 107,507 Est. Cost $17.31 Unrealized
Welltower Inc 0.2%
Value ($000) $3,074 Shares 43,742 Est. Cost $68.39 Unrealized
KO Coca-Cola Co 0.2%
Value ($000) $3,041 Shares 67,569 Est. Cost $28.77 Unrealized +21.5%
FDVV Fidelity Core Div ETF 0.2%
Value ($000) $3,036 Shares 112,036 Est. Cost $26.79 Unrealized
KMB Kimberly Clark Corp 0.2%
Value ($000) $3,030 Shares 25,750 Est. Cost $75.78 Unrealized +20.1%
BP BP PLC Sp ADR 0.2%
Value ($000) $3,018 Shares 78,535 Est. Cost $38.51 Unrealized
IAC/InterActiveCorp 0.2%
Value ($000) $3,012 Shares 25,614 Est. Cost $57.56 Unrealized
BNS Bank N S Halifax 0.2%
Value ($000) $2,960 Shares 46,076 Est. Cost $32.57 Unrealized +23.8%
CINF Cincinnati Financial Corp 0.2%
Value ($000) $2,942 Shares 38,428 Est. Cost $39.42 Unrealized +53.8%
Allergan PLC 0.2%
Value ($000) $2,917 Shares 14,235 Est. Cost $230.86 Unrealized
AJG Gallagher Arthur J & Co 0.2%
Value ($000) $2,860 Shares 46,459 Est. Cost $37.70 Unrealized +38.0%
PFE Pfizer Inc 0.1%
Value ($000) $2,806 Shares 78,608 Est. Cost $17.38 Unrealized +28.0%
CAG Conagra Brands Inc 0.1%
Value ($000) $2,722 Shares 80,675 Est. Cost $17.96 Unrealized +38.1%
CPB Campbell Soup Co 0.1%
Value ($000) $2,663 Shares 56,880 Est. Cost $33.17 Unrealized +15.8%
PG Procter And Gamble Co 0.1%
Value ($000) $2,662 Shares 29,256 Est. Cost $61.02 Unrealized +19.7%
ProShares UltraShort S&P 500 0.1%
Value ($000) $2,625 Shares 56,280 Est. Cost $46.64 Unrealized
GIS General Mills Inc 0.1%
Value ($000) $2,618 Shares 50,583 Est. Cost $37.26 Unrealized +9.2%
Costco Wholesale Corp 0.1%
Value ($000) $2,562 Shares 15,593 Est. Cost $122.73 Unrealized
RYN Rayonier Inc 0.1%
Value ($000) $2,546 Shares 88,141 Est. Cost $50.81 Unrealized
Accenture PLC Ireland Class A 0.1%
Value ($000) $2,510 Shares 18,585 Est. Cost $81.99 Unrealized
Unilever PLC Sp ADR 0.1%
Value ($000) $2,493 Shares 43,006 Est. Cost $43.88 Unrealized
RCI Rogers Communications Inc Cl B 0.1%
Value ($000) $2,474 Shares 48,010 Est. Cost $38.60 Unrealized +32.4%
Livanova PLC 0.1%
Value ($000) $2,452 Shares 35,000 Est. Cost $49.00 Unrealized
Westpac Banking Corp Sp ADR 0.1%
Value ($000) $2,376 Shares 94,229 Est. Cost $29.08 Unrealized
KEY KeyCorp 0.1%
Value ($000) $2,303 Shares 122,353 Est. Cost $7.50 Unrealized +66.2%
United Technologies Corp 0.1%
Value ($000) $2,269 Shares 19,545 Est. Cost $101.69 Unrealized
GPC Genuine Parts Co 0.1%
Value ($000) $2,265 Shares 23,675 Est. Cost $63.47 Unrealized +5.0%
DIS Disney Walt Co Disney 0.1%
Value ($000) $2,197 Shares 22,288 Est. Cost $65.82 Unrealized +47.3%
Exxon Mobil Corp 0.1%
Value ($000) $2,197 Shares 26,796 Est. Cost $88.49 Unrealized
CRH PLC ADR 0.1%
Value ($000) $2,186 Shares 57,748 Est. Cost $25.68 Unrealized
Smith & Nephew PLC Sp ADR 0.1%
Value ($000) $2,185 Shares 60,025 Est. Cost $34.95 Unrealized
GlaxoSmithKline PLC Sp ADR 0.1%
Value ($000) $2,089 Shares 51,453 Est. Cost $43.29 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $2,087 Shares 17,994 Est. Cost $67.73 Unrealized +31.6%
WFC Wells Fargo & Co 0.1%
Value ($000) $2,025 Shares 36,724 Est. Cost $36.71 Unrealized +14.8%
Enbridge Inc 0.1%
Value ($000) $1,956 Shares 46,747 Est. Cost $41.84 Unrealized
NiSource Inc 0.1%
Value ($000) $1,867 Shares 72,943 Est. Cost $31.40 Unrealized
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $1,844 Shares 23,592 Est. Cost $20.46 Unrealized +12.0%
NDAQ NASDAQ Inc 0.1%
Value ($000) $1,773 Shares 22,853 Est. Cost $10.56 Unrealized +106.3%
BTI British American Tobacco PLC S 0.1%
Value ($000) $1,724 Shares 27,609 Est. Cost $85.56 Unrealized
HSBC HSBC Holdings PLC Sp ADR 0.1%
Value ($000) $1,699 Shares 34,384 Est. Cost $42.81 Unrealized
MAS Masco Corp 0.1%
Value ($000) $1,665 Shares 42,674 Est. Cost $16.41 Unrealized +101.8%
LOW Lowes Cos Inc 0.1%
Value ($000) $1,641 Shares 20,525 Est. Cost $41.80 Unrealized +57.1%
Advisory Board Co 0.1%
Value ($000) $1,609 Shares 30,000 Est. Cost $54.63 Unrealized
Comcast Corp Cl A 0.1%
Value ($000) $1,600 Shares 41,592 Est. Cost $47.67 Unrealized
MPLX LP 0.1%
Value ($000) $1,597 Shares 45,617 Est. Cost $38.93 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $1,565 Shares 19,241 Est. Cost $47.64 Unrealized +27.6%
ALL Allstate Corp 0.1%
Value ($000) $1,546 Shares 16,820 Est. Cost $38.56 Unrealized +94.9%
AZN AstraZeneca PLC Sp ADR 0.1%
Value ($000) $1,507 Shares 44,466 Est. Cost $45.17 Unrealized
ORANY Orange Sp ADR 0.1%
Value ($000) $1,482 Shares 90,240 Est. Cost $16.21 Unrealized
JNJ Johnson & Johnson 0.1%
Value ($000) $1,354 Shares 10,414 Est. Cost $83.21 Unrealized +26.1%
Oracle Corp 0.1%
Value ($000) $1,202 Shares 24,861 Est. Cost $36.12 Unrealized
Capital One Financial Corp 0.1%
Value ($000) $1,186 Shares 14,006 Est. Cost $78.39 Unrealized
LW Lamb Weston Holdings Inc 0.1%
Value ($000) $1,183 Shares 25,233 Est. Cost $30.04 Unrealized +32.0%
Exelon Corp 0.1%
Value ($000) $1,164 Shares 30,912 Est. Cost $33.02 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $1,155 Shares 3,721 Est. Cost $71.65 Unrealized +233.0%
SLB Schlumberger Ltd 0.1%
Value ($000) $1,126 Shares 16,144 Est. Cost $57.53 Unrealized -9.8%
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $1,042 Shares 25,632 Est. Cost $26.04 Unrealized +33.2%
BT Group PLC ADR 0.0%
Value ($000) $927 Shares 48,174 Est. Cost $46.25 Unrealized
HD Home Depot Inc 0.0%
Value ($000) $896 Shares 5,481 Est. Cost $69.01 Unrealized +81.4%
ROL Rollins Inc 0.0%
Value ($000) $874 Shares 18,945 Est. Cost $7.24 Unrealized +140.8%
MMLP Martin Midstream Partners LP 0.0%
Value ($000) $872 Shares 56,100 Est. Cost $26.93 Unrealized
Adient PLC 0.0%
Value ($000) $864 Shares 10,282 Est. Cost $59.00 Unrealized
INTC Intel Corp 0.0%
Value ($000) $815 Shares 21,395 Est. Cost $19.74 Unrealized +49.9%
FedEx Corp 0.0%
Value ($000) $803 Shares 3,558 Est. Cost $98.64 Unrealized
3M Co 0.0%
Value ($000) $802 Shares 3,820 Est. Cost $109.45 Unrealized
Royal Dutch Shell PLC Sp ADR B 0.0%
Value ($000) $777 Shares 12,419 Est. Cost $61.93 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $696 Shares 7,131 Est. Cost $38.27 Unrealized +97.6%
Kinder Morgan Inc 0.0%
Value ($000) $663 Shares 34,542 Est. Cost $33.44 Unrealized
PSO Pearson PLC Sp ADR 0.0%
Value ($000) $656 Shares 80,603 Est. Cost $18.33 Unrealized
Douglas Emmett Inc 0.0%
Value ($000) $630 Shares 15,976 Est. Cost $25.82 Unrealized
FLR Fluor Corp 0.0%
Value ($000) $592 Shares 14,063 Est. Cost $56.08 Unrealized -30.8%
IP International Paper Co 0.0%
Value ($000) $570 Shares 10,024 Est. Cost $26.80 Unrealized +36.2%
EOG Resources Inc 0.0%
Value ($000) $540 Shares 5,585 Est. Cost $141.66 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $504 Shares 18,003 Est. Cost $12.91 Unrealized +50.7%
Barclays PLC ADR 0.0%
Value ($000) $457 Shares 44,110 Est. Cost $13.88 Unrealized
Snap Inc Cl A 0.0%
Value ($000) $451 Shares 31,000 Est. Cost $15.06 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $431 Shares 3,261 Est. Cost $57.67 Unrealized +78.1%
NGG National Grid PLC Sp ADR Ne 0.0%
Value ($000) $416 Shares 6,632 Est. Cost $62.81 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $403 Shares 2,184 Est. Cost $121.27 Unrealized +47.4%
Noble Corp PLC USD 0.0%
Value ($000) $387 Shares 84,198 Est. Cost $14.67 Unrealized
HCP Inc 0.0%
Value ($000) $385 Shares 13,838 Est. Cost $40.92 Unrealized
Unilever NV NY 0.0%
Value ($000) $365 Shares 6,183 Est. Cost $52.84 Unrealized
RIO Rio Tinto PLC Sp ADR 0.0%
Value ($000) $347 Shares 7,362 Est. Cost $48.02 Unrealized
BKH Black Hills Corp 0.0%
Value ($000) $344 Shares 4,991 Est. Cost $30.13 Unrealized +67.9%
AbbVie Inc 0.0%
Value ($000) $336 Shares 3,781 Est. Cost $49.66 Unrealized
Energy Transfer Partner LP PRT 0.0%
Value ($000) $334 Shares 18,289 Est. Cost $20.39 Unrealized
BHP BHP Billiton Ltd Sp ADR 0.0%
Value ($000) $333 Shares 8,215 Est. Cost $38.30 Unrealized
UPS United Parcel Service Inc Cl B 0.0%
Value ($000) $325 Shares 2,709 Est. Cost $61.59 Unrealized +34.5%
APD Air Prods & Chems Inc 0.0%
Value ($000) $322 Shares 2,128 Est. Cost $70.09 Unrealized +70.0%
Arconic Inc 0.0%
Value ($000) $313 Shares 12,596 Est. Cost $18.58 Unrealized
Stag Industrial Inc 0.0%
Value ($000) $305 Shares 11,088 Est. Cost $19.93 Unrealized
Topbuild Corp 0.0%
Value ($000) $298 Shares 4,570 Est. Cost $31.14 Unrealized
Medtronic PLC 0.0%
Value ($000) $285 Shares 3,666 Est. Cost $75.34 Unrealized
IWR iShares Rus Mid Cap ETF 0.0%
Value ($000) $272 Shares 1,381 Est. Cost $166.78 Unrealized
AmerisourceBergen Corp 0.0%
Value ($000) $243 Shares 2,938 Est. Cost $80.25 Unrealized
Antero Midstream Partners LP U 0.0%
Value ($000) $242 Shares 7,678 Est. Cost $25.71 Unrealized
United States Natl Gas Fund LP 0.0%
Value ($000) $241 Shares 36,750 Est. Cost $13.50 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $230 Shares 14,266 Est. Cost $16.05 Unrealized
Priceline Group Inc 0.0%
Value ($000) $229 Shares 125 Est. Cost $1472.00 Unrealized
IGM iShares N America Tech ETF 0.0%
Value ($000) $226 Shares 1,455 Est. Cost $118.46 Unrealized
STAA Staar Surgical Co 0.0%
Value ($000) $224 Shares 18,000 Est. Cost $7.31 Unrealized +52.5%
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $214 Shares 1,445 Est. Cost $120.29 Unrealized
Cormedix Inc 0.0%
Value ($000) $209 Shares 401,920 Est. Cost $9.84 Unrealized
SPDR S&P 500 ETF Tr 0.0%
Value ($000) $201 Shares 800 Est. Cost $167.50 Unrealized
AA Alcoa Corp 0.0%
Value ($000) $196 Shares 4,198 Est. Cost $25.90 Unrealized +47.5%
AFL Aflac Inc 0.0%
Value ($000) $191 Shares 2,351 Est. Cost $28.33 Unrealized +16.9%
Deutsche Bank AG Namen AKT 0.0%
Value ($000) $188 Shares 10,887 Est. Cost $36.13 Unrealized
Select Sector SPDR Healthcare 0.0%
Value ($000) $185 Shares 2,259 Est. Cost $72.75 Unrealized
IBM Intl Business Machines 0.0%
Value ($000) $181 Shares 1,250 Est. Cost $111.71 Unrealized -13.3%
INDB Independent Bank Corp MA 0.0%
Value ($000) $176 Shares 2,360 Est. Cost $25.86 Unrealized +109.4%
Chubb Limited 0.0%
Value ($000) $173 Shares 1,215 Est. Cost $119.34 Unrealized
Select Sector SPDR Utilities 0.0%
Value ($000) $138 Shares 2,593 Est. Cost $47.24 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $133 Shares 2,067 Est. Cost $57.39 Unrealized -14.9%
IBB iShares NASDAQ Biotec ETF 0.0%
Value ($000) $131 Shares 392 Est. Cost $250.25 Unrealized
Lam Research Corp 0.0%
Value ($000) $130 Shares 700 Est. Cost $185.71 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.0%
Value ($000) $128 Shares 700 Est. Cost $130.90 Unrealized +35.0%
Marathon Petroleum Corp 0.0%
Value ($000) $125 Shares 2,234 Est. Cost $58.37 Unrealized
Nabors Industries Ltd 0.0%
Value ($000) $123 Shares 15,298 Est. Cost $13.55 Unrealized
Andeavor 0.0%
Value ($000) $123 Shares 1,189 Est. Cost $103.45 Unrealized
Targa Resources Corp 0.0%
Value ($000) $121 Shares 2,557 Est. Cost $31.37 Unrealized
Dominion Resources Inc VA New 0.0%
Value ($000) $119 Shares 1,541 Est. Cost $72.61 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $118 Shares 834 Est. Cost $103.92 Unrealized +25.9%
Select Sector SPDR Financial 0.0%
Value ($000) $115 Shares 4,439 Est. Cost $20.11 Unrealized
OLN Olin Corp 0.0%
Value ($000) $110 Shares 3,223 Est. Cost $15.35 Unrealized +60.9%
Diageo PLC Sp ADR 0.0%
Value ($000) $93 Shares 707 Est. Cost $116.11 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $90 Shares 1,165 Est. Cost $56.91 Unrealized -0.9%
Monsanto Co 0.0%
Value ($000) $87 Shares 722 Est. Cost $104.90 Unrealized
Select Sector SPDR Energy 0.0%
Value ($000) $82 Shares 1,195 Est. Cost $78.21 Unrealized
C Citigroup Inc 0.0%
Value ($000) $80 Shares 1,104 Est. Cost $35.87 Unrealized +44.7%
BDX Becton Dickinson & Co 0.0%
Value ($000) $73 Shares 370 Est. Cost $80.59 Unrealized +112.3%
MCD McDonalds Corp 0.0%
Value ($000) $70 Shares 450 Est. Cost $94.54 Unrealized +36.1%
Enlink Midstream Partners LP 0.0%
Value ($000) $70 Shares 4,204 Est. Cost $30.36 Unrealized
Select Sector SPDR Materials 0.0%
Value ($000) $69 Shares 1,223 Est. Cost $48.65 Unrealized
MAT Mattel Inc 0.0%
Value ($000) $67 Shares 4,311 Est. Cost $38.31 Unrealized -53.3%
Halyard Health Inc 0.0%
Value ($000) $65 Shares 1,453 Est. Cost $44.57 Unrealized
Select Sector SPDR Industrials 0.0%
Value ($000) $64 Shares 898 Est. Cost $57.89 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $61 Shares 1,178 Est. Cost $48.24 Unrealized -12.3%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $61 Shares 937 Est. Cost $49.37 Unrealized +12.5%
VEA Vanguard Tax Mgd FTSE Dev Mkt 0.0%
Value ($000) $61 Shares 1,405 Est. Cost $38.96 Unrealized
Valvoline Inc 0.0%
Value ($000) $60 Shares 2,562 Est. Cost $23.87 Unrealized
Select Sector SPDR Consumer St 0.0%
Value ($000) $53 Shares 978 Est. Cost $53.57 Unrealized
SPDR S&P Regl Banking 0.0%
Value ($000) $51 Shares 899 Est. Cost $41.56 Unrealized
Teekay LNG Partners LP 0.0%
Value ($000) $47 Shares 2,656 Est. Cost $42.20 Unrealized
Alphabet Inc Cap Stock Cl A 0.0%
Value ($000) $44 Shares 45 Est. Cost $777.78 Unrealized
ModusLink Global Solutions Inc 0.0%
Value ($000) $44 Shares 23,160 Est. Cost $3.84 Unrealized
Ferrari NV 0.0%
Value ($000) $44 Shares 400 Est. Cost $110.00 Unrealized
Advansix Inc 0.0%
Value ($000) $40 Shares 1,005 Est. Cost $22.11 Unrealized
Vodafone Group PLC Sp ADR 0.0%
Value ($000) $40 Shares 1,418 Est. Cost $34.38 Unrealized
Versum Materials Inc 0.0%
Value ($000) $40 Shares 1,039 Est. Cost $27.91 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $38 Shares 203 Est. Cost $117.35 Unrealized +50.9%
IPG Photonics Corp 0.0%
Value ($000) $37 Shares 200 Est. Cost $185.00 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $36 Shares 750 Est. Cost $27.96 Unrealized +62.0%
BK Bank New York Mellon Corp 0.0%
Value ($000) $35 Shares 658 Est. Cost $31.29 Unrealized +33.7%
ADI Analog Devices Inc 0.0%
Value ($000) $34 Shares 400 Est. Cost $68.21 Unrealized +1.0%
Uniti Group Inc 0.0%
Value ($000) $32 Shares 2,152 Est. Cost $25.87 Unrealized
Dr Pepper Snapple Group Inc 0.0%
Value ($000) $31 Shares 347 Est. Cost $91.45 Unrealized
Pentair PLC 0.0%
Value ($000) $26 Shares 376 Est. Cost $70.24 Unrealized
SPDR S&P Mid Cap 400 ETF Tr 0.0%
Value ($000) $26 Shares 80 Est. Cost $225.00 Unrealized
Nordstrom Inc 0.0%
Value ($000) $25 Shares 524 Est. Cost $62.25 Unrealized
Xerox Corp 0.0%
Value ($000) $23 Shares 682 Est. Cost $28.11 Unrealized
PKG Packaging Corp America 0.0%
Value ($000) $23 Shares 200 Est. Cost $87.21 Unrealized 0.0%
GAP Gap Inc 0.0%
Value ($000) $22 Shares 744 Est. Cost $18.66 Unrealized -1.6%
EL Lauder Estee Cos Inc Cl A 0.0%
Value ($000) $21 Shares 193 Est. Cost $65.10 Unrealized +42.0%
CC Chemours Co 0.0%
Value ($000) $20 Shares 400 Est. Cost $31.72 Unrealized +9.0%
Waste Management Inc 0.0%
Value ($000) $20 Shares 260 Est. Cost $62.99 Unrealized
PNC PNC Financial Services Group I 0.0%
Value ($000) $20 Shares 146 Est. Cost $51.33 Unrealized +88.3%
Select Sector SPDR Tr Real Est 0.0%
Value ($000) $20 Shares 626 Est. Cost $33.18 Unrealized
Vaneck Vectors ETF Tr Oil Serv 0.0%
Value ($000) $17 Shares 637 Est. Cost $28.72 Unrealized
WDC Western Digital Corp 0.0%
Value ($000) $17 Shares 200 Est. Cost $59.68 Unrealized +0.4%
Windstream Holdings Inc 0.0%
Value ($000) $15 Shares 8,310 Est. Cost $6.38 Unrealized
CenturyLink Inc 0.0%
Value ($000) $15 Shares 777 Est. Cost $34.85 Unrealized
AXP American Express Co 0.0%
Value ($000) $15 Shares 163 Est. Cost $62.53 Unrealized +22.6%
Anheuser-Busch InBev SA NV Sp 0.0%
Value ($000) $14 Shares 117 Est. Cost $109.46 Unrealized
Dell Technologies Inc Cl V 0.0%
Value ($000) $14 Shares 184 Est. Cost $48.91 Unrealized
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $13 Shares 191 Est. Cost $55.71 Unrealized
PLXS Plexus Corp 0.0%
Value ($000) $13 Shares 240 Est. Cost $49.47 Unrealized +6.4%
TELFY Telefonica SA Sp ADR 0.0%
Value ($000) $12 Shares 1,098 Est. Cost $15.07 Unrealized
McKesson Corp 0.0%
Value ($000) $12 Shares 81 Est. Cost $160.10 Unrealized
WMB Williams Cos Inc 0.0%
Value ($000) $11 Shares 356 Est. Cost $19.46 Unrealized -1.1%
MLCO Melco Resort Entertainment Ltd 0.0%
Value ($000) $10 Shares 400 Est. Cost $22.50 Unrealized
HP Helmerich & Payne Inc 0.0%
Value ($000) $9 Shares 172 Est. Cost $91.21 Unrealized -45.8%
CNDT Conduent Inc 0.0%
Value ($000) $8 Shares 530 Est. Cost $15.22 Unrealized +7.3%
iShares MSCI Jpn ETF 0.0%
Value ($000) $6 Shares 116 Est. Cost $52.17 Unrealized
Zimmer Biomet Holdings Inc 0.0%
Value ($000) $6 Shares 49 Est. Cost $122.45 Unrealized
Momo Inc ADR 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
Alps Alerian MLP 0.0%
Value ($000) $6 Shares 500 Est. Cost $17.70 Unrealized
CVR Partners LP 0.0%
Value ($000) $5 Shares 1,509 Est. Cost $7.95 Unrealized
Hp Inc 0.0%
Value ($000) $3 Shares 150 Est. Cost $13.61 Unrealized
Hewlett Packard Enterprise Co 0.0%
Value ($000) $2 Shares 144 Est. Cost $20.98 Unrealized
Dxc Technology Co 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
NNN National Retail Properties Inc 0.0%
Value ($000) $1 Shares 36 Est. Cost $35.01 Unrealized
Frontier Communications Corp 0.0%
Value ($000) $1 Shares 68 Est. Cost $14.71 Unrealized
Micro Focus International PLC 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.63 Unrealized
Freeport-McMoran Inc Cl B 0.0%
Value ($000) $1 Shares 44 Est. Cost $34.92 Unrealized
Senior Housing Properties Trus 0.0%
Value ($000) $1 Shares 26 Est. Cost $24.77 Unrealized
Soleno Therapeutics Inc Wt S E 0.0%
Value ($000) $1 Shares 10,985 Est. Cost $0.18 Unrealized
California Resources Corp 0.0%
Value ($000) $0 Shares 19 Est. Cost $16.26 Unrealized
UUUU Energy Fuels Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.17 Unrealized -72.4%