Bollard Group LLC Diversified Active

CIK: 0001556218 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 14, 2018

Total Value ($000): $2,011,531 (100.0% shares, 0.0% debt)

Holdings (267)

BSX Boston Scientific Corp 45.7%
Value ($000) $919,456 Shares 33,655,041 Est. Cost $12.92 Unrealized +110.4%
CARG Cargurus Inc Cl A 5.8%
Value ($000) $116,003 Shares 3,015,414 Est. Cost $29.87 Unrealized +10.9%
AMZN Amazon.com Inc 2.5%
Value ($000) $50,194 Shares 34,680 Est. Cost $38.36 Unrealized +86.4%
Alibaba Group Holding Ltd Sp A 2.5%
Value ($000) $49,381 Shares 269,046 Est. Cost $142.23 Unrealized
BA Boeing Co 2.1%
Value ($000) $43,072 Shares 131,364 Est. Cost $107.06 Unrealized +201.6%
EPD Enterprise Products Partners L 1.8%
Value ($000) $36,010 Shares 1,470,978 Est. Cost $38.45 Unrealized
Nextera Energy Inc 1.4%
Value ($000) $28,965 Shares 177,341 Est. Cost $92.32 Unrealized
Magellan Midstream Partners LP 1.3%
Value ($000) $26,248 Shares 449,844 Est. Cost $64.57 Unrealized
LLY Lilly Eli & Co 1.2%
Value ($000) $25,132 Shares 324,830 Est. Cost $45.41 Unrealized +57.9%
Facebook Inc Cl A 1.2%
Value ($000) $24,878 Shares 155,691 Est. Cost $145.37 Unrealized
MSFT Microsoft Corp 1.2%
Value ($000) $23,788 Shares 260,632 Est. Cost $51.71 Unrealized +63.0%
AEP American Electric Power Inc 1.2%
Value ($000) $23,664 Shares 345,002 Est. Cost $35.76 Unrealized +42.6%
Paypal Holdings Inc 1.2%
Value ($000) $23,508 Shares 309,845 Est. Cost $35.30 Unrealized
Verizon Communications Inc 1.1%
Value ($000) $22,510 Shares 470,719 Est. Cost $49.38 Unrealized
AT&T Inc 1.0%
Value ($000) $20,664 Shares 579,639 Est. Cost $36.27 Unrealized
CAT Caterpillar Inc 1.0%
Value ($000) $19,734 Shares 133,897 Est. Cost $70.64 Unrealized +88.4%
IT Gartner Inc 0.9%
Value ($000) $18,713 Shares 159,095 Est. Cost $88.52 Unrealized +41.1%
Southern Copper Corp 0.9%
Value ($000) $18,587 Shares 343,069 Est. Cost $29.03 Unrealized
Alphabet Inc Cap Stock Cl C 0.9%
Value ($000) $17,678 Shares 17,133 Est. Cost $854.35 Unrealized
DE Deere & Co 0.7%
Value ($000) $14,287 Shares 91,984 Est. Cost $75.14 Unrealized +91.6%
BMY Bristol-Myers Squibb Co 0.6%
Value ($000) $12,468 Shares 197,125 Est. Cost $31.59 Unrealized +52.2%
Duke Energy Corp 0.6%
Value ($000) $12,379 Shares 159,795 Est. Cost $72.15 Unrealized
WY Weyerhaeuser Co 0.6%
Value ($000) $11,548 Shares 329,931 Est. Cost $18.97 Unrealized +36.6%
Altria Group Inc 0.5%
Value ($000) $10,675 Shares 171,292 Est. Cost $44.44 Unrealized
BP BP PLC Sp ADR 0.5%
Value ($000) $10,555 Shares 260,352 Est. Cost $40.94 Unrealized
PEG Public Service Enterprise Grou 0.5%
Value ($000) $10,432 Shares 207,635 Est. Cost $24.82 Unrealized +51.3%
PPL Corp 0.5%
Value ($000) $10,222 Shares 361,334 Est. Cost $31.86 Unrealized
Buckeye Partners LP 0.5%
Value ($000) $10,217 Shares 273,253 Est. Cost $38.95 Unrealized
BTI British American Tobacco PLC S 0.5%
Value ($000) $9,139 Shares 158,419 Est. Cost $69.81 Unrealized
Enbridge Energy Management LLC 0.5%
Value ($000) $9,115 Shares 997,218 Est. Cost $12.01 Unrealized
USB US Bancorp Del 0.4%
Value ($000) $8,922 Shares 176,681 Est. Cost $26.16 Unrealized +52.6%
SO Southern Co 0.4%
Value ($000) $8,841 Shares 197,972 Est. Cost $31.89 Unrealized +0.8%
OKE Oneok Inc 0.4%
Value ($000) $8,528 Shares 149,826 Est. Cost $30.43 Unrealized +15.0%
JPMorgan Chase & Co 0.4%
Value ($000) $7,686 Shares 69,888 Est. Cost $62.48 Unrealized
General Electric Co 0.4%
Value ($000) $7,622 Shares 565,408 Est. Cost $21.48 Unrealized
ABT Abbott Laboratories 0.4%
Value ($000) $7,603 Shares 126,889 Est. Cost $34.84 Unrealized +50.9%
CVX Chevron Corp 0.4%
Value ($000) $7,176 Shares 62,928 Est. Cost $70.72 Unrealized +20.2%
TC Pipelines LP 0.3%
Value ($000) $7,022 Shares 202,426 Est. Cost $52.87 Unrealized
PM Philip Morris Intl Inc 0.3%
Value ($000) $6,961 Shares 70,027 Est. Cost $54.48 Unrealized +26.1%
SWK Stanley Black & Decker Inc 0.3%
Value ($000) $6,334 Shares 41,342 Est. Cost $59.02 Unrealized +120.6%
Royal Dutch Shell PLC Sp ADR A 0.3%
Value ($000) $6,305 Shares 98,814 Est. Cost $59.67 Unrealized
Dowdupont Inc 0.3%
Value ($000) $6,264 Shares 98,318 Est. Cost $68.99 Unrealized
Holly Energy Partners LP 0.3%
Value ($000) $6,133 Shares 222,460 Est. Cost $36.57 Unrealized
MS Morgan Stanley 0.3%
Value ($000) $6,096 Shares 112,981 Est. Cost $25.60 Unrealized +70.6%
BCE Inc 0.3%
Value ($000) $5,674 Shares 131,828 Est. Cost $42.26 Unrealized
KKR & Co LP Del Units 0.3%
Value ($000) $5,610 Shares 276,344 Est. Cost $18.65 Unrealized
Valero Energy Corp 0.3%
Value ($000) $5,516 Shares 59,463 Est. Cost $49.44 Unrealized
ConocoPhillips 0.3%
Value ($000) $5,476 Shares 92,362 Est. Cost $60.11 Unrealized
FTS Fortis Inc 0.3%
Value ($000) $5,384 Shares 159,419 Est. Cost $22.28 Unrealized +12.8%
Merck & Co Inc 0.3%
Value ($000) $5,362 Shares 98,444 Est. Cost $50.61 Unrealized
EMR Emerson Electric Co 0.3%
Value ($000) $5,309 Shares 77,737 Est. Cost $47.00 Unrealized +25.5%
HON Honeywell Intl Inc 0.3%
Value ($000) $5,258 Shares 36,384 Est. Cost $84.35 Unrealized +39.3%
Nutrien Ltd 0.3%
Value ($000) $5,204 Shares 110,108 Est. Cost $47.26 Unrealized
BAC Bank America Corp 0.2%
Value ($000) $4,963 Shares 165,481 Est. Cost $13.45 Unrealized +93.7%
Spectra Energy Partners LP 0.2%
Value ($000) $4,911 Shares 145,982 Est. Cost $44.60 Unrealized
Walgreens Boots Alliance Inc 0.2%
Value ($000) $4,818 Shares 73,590 Est. Cost $76.92 Unrealized
Kinder Morgan Inc 0.2%
Value ($000) $4,814 Shares 319,656 Est. Cost $17.76 Unrealized
HAL Halliburton Co 0.2%
Value ($000) $4,779 Shares 101,810 Est. Cost $38.89 Unrealized +8.2%
TransCanada Corp 0.2%
Value ($000) $4,583 Shares 110,938 Est. Cost $41.33 Unrealized
Enbridge Inc 0.2%
Value ($000) $4,576 Shares 145,414 Est. Cost $39.07 Unrealized
AAPL Apple Inc 0.2%
Value ($000) $4,435 Shares 26,436 Est. Cost $20.02 Unrealized +101.9%
CLX Clorox Co 0.2%
Value ($000) $4,029 Shares 30,267 Est. Cost $71.09 Unrealized +50.2%
IAC/InterActiveCorp 0.2%
Value ($000) $4,006 Shares 25,614 Est. Cost $57.56 Unrealized
FE FirstEnergy Corp 0.2%
Value ($000) $3,946 Shares 116,011 Est. Cost $23.25 Unrealized +0.2%
CL Colgate Palmolive Co 0.2%
Value ($000) $3,924 Shares 54,745 Est. Cost $51.43 Unrealized +16.1%
PSX Phillips 66 0.2%
Value ($000) $3,766 Shares 39,263 Est. Cost $44.87 Unrealized +59.3%
Goldman Sachs Group Inc 0.2%
Value ($000) $3,728 Shares 14,802 Est. Cost $168.44 Unrealized
NVIDIA Corp 0.2%
Value ($000) $3,682 Shares 15,900 Est. Cost $231.57 Unrealized
Johnson Controls Intl PLC 0.2%
Value ($000) $3,564 Shares 101,139 Est. Cost $41.68 Unrealized
RYN Rayonier Inc 0.2%
Value ($000) $3,524 Shares 100,176 Est. Cost $48.85 Unrealized
Blueprint Medicines Corp 0.2%
Value ($000) $3,508 Shares 38,250 Est. Cost $91.71 Unrealized
AJG Gallagher Arthur J & Co 0.2%
Value ($000) $3,501 Shares 50,935 Est. Cost $39.58 Unrealized +52.6%
Energy Transfer Partner LP PRT 0.2%
Value ($000) $3,384 Shares 208,645 Est. Cost $16.66 Unrealized
PAYX Paychex Inc 0.2%
Value ($000) $3,259 Shares 52,913 Est. Cost $31.57 Unrealized +65.9%
FDVV Fidelity Core Div ETF 0.2%
Value ($000) $3,219 Shares 114,201 Est. Cost $26.81 Unrealized
KO Coca-Cola Co 0.2%
Value ($000) $3,182 Shares 73,272 Est. Cost $29.28 Unrealized +19.8%
Livanova PLC 0.2%
Value ($000) $3,173 Shares 35,850 Est. Cost $49.94 Unrealized
EWL iShares MSCI Switzerland ETF 0.2%
Value ($000) $3,116 Shares 90,661 Est. Cost $32.84 Unrealized
PEP PepsiCo Inc 0.2%
Value ($000) $3,110 Shares 28,489 Est. Cost $59.29 Unrealized +50.5%
CINF Cincinnati Financial Corp 0.2%
Value ($000) $3,087 Shares 41,570 Est. Cost $41.02 Unrealized +48.4%
KMB Kimberly Clark Corp 0.2%
Value ($000) $3,068 Shares 27,858 Est. Cost $76.60 Unrealized +12.5%
BNS Bank N S Halifax 0.2%
Value ($000) $3,045 Shares 49,345 Est. Cost $33.19 Unrealized +26.3%
CAG Conagra Brands Inc 0.1%
Value ($000) $3,008 Shares 81,562 Est. Cost $17.96 Unrealized +51.7%
Duke Realty Corp 0.1%
Value ($000) $2,975 Shares 112,337 Est. Cost $17.62 Unrealized
Costco Wholesale Corp 0.1%
Value ($000) $2,938 Shares 15,594 Est. Cost $122.73 Unrealized
Accenture PLC Ireland Class A 0.1%
Value ($000) $2,854 Shares 18,595 Est. Cost $81.99 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $2,831 Shares 79,781 Est. Cost $17.38 Unrealized +39.5%
CPB Campbell Soup Co 0.1%
Value ($000) $2,647 Shares 61,128 Est. Cost $33.32 Unrealized +4.0%
PAA Plains All American Pipeline L 0.1%
Value ($000) $2,628 Shares 119,307 Est. Cost $34.11 Unrealized
PG Procter And Gamble Co 0.1%
Value ($000) $2,530 Shares 31,918 Est. Cost $61.75 Unrealized +9.9%
GIS General Mills Inc 0.1%
Value ($000) $2,504 Shares 55,572 Est. Cost $37.58 Unrealized +9.0%
United Technologies Corp 0.1%
Value ($000) $2,461 Shares 19,561 Est. Cost $101.69 Unrealized
Welltower Inc 0.1%
Value ($000) $2,446 Shares 44,944 Est. Cost $68.13 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $2,428 Shares 18,062 Est. Cost $67.73 Unrealized +66.9%
Unilever PLC Sp ADR 0.1%
Value ($000) $2,424 Shares 43,633 Est. Cost $43.88 Unrealized
KEY KeyCorp 0.1%
Value ($000) $2,414 Shares 123,501 Est. Cost $7.50 Unrealized +94.7%
RCI Rogers Communications Inc Cl B 0.1%
Value ($000) $2,373 Shares 53,112 Est. Cost $39.57 Unrealized +18.6%
Westpac Banking Corp Sp ADR 0.1%
Value ($000) $2,334 Shares 105,245 Est. Cost $26.63 Unrealized
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $2,317 Shares 26,042 Est. Cost $21.14 Unrealized +34.1%
Smith & Nephew PLC Sp ADR 0.1%
Value ($000) $2,290 Shares 60,025 Est. Cost $34.95 Unrealized
DIS Disney Walt Co Disney 0.1%
Value ($000) $2,240 Shares 22,306 Est. Cost $65.82 Unrealized +53.4%
GPC Genuine Parts Co 0.1%
Value ($000) $2,157 Shares 24,005 Est. Cost $63.47 Unrealized +21.0%
Tabula Rasa Healthcare Inc 0.1%
Value ($000) $2,131 Shares 54,925 Est. Cost $38.80 Unrealized
GlaxoSmithKline PLC Sp ADR 0.1%
Value ($000) $2,064 Shares 52,824 Est. Cost $39.07 Unrealized
Exxon Mobil Corp 0.1%
Value ($000) $2,003 Shares 26,847 Est. Cost $87.90 Unrealized
CRH PLC ADR 0.1%
Value ($000) $1,974 Shares 58,034 Est. Cost $25.68 Unrealized
NDAQ NASDAQ Inc 0.1%
Value ($000) $1,970 Shares 22,853 Est. Cost $10.56 Unrealized +126.4%
WFC Wells Fargo & Co 0.1%
Value ($000) $1,944 Shares 37,090 Est. Cost $36.71 Unrealized +30.0%
LOW Lowes Cos Inc 0.1%
Value ($000) $1,818 Shares 20,717 Est. Cost $41.80 Unrealized +96.0%
NiSource Inc 0.1%
Value ($000) $1,770 Shares 74,018 Est. Cost $31.40 Unrealized
MAS Masco Corp 0.1%
Value ($000) $1,735 Shares 42,895 Est. Cost $16.41 Unrealized +131.1%
HSBC HSBC Holdings PLC Sp ADR 0.1%
Value ($000) $1,656 Shares 34,732 Est. Cost $42.90 Unrealized
JNJ Johnson & Johnson 0.1%
Value ($000) $1,634 Shares 12,753 Est. Cost $87.92 Unrealized +23.2%
ALL Allstate Corp 0.1%
Value ($000) $1,607 Shares 16,947 Est. Cost $38.56 Unrealized +109.3%
AZN AstraZeneca PLC Sp ADR 0.1%
Value ($000) $1,596 Shares 45,653 Est. Cost $44.91 Unrealized
MPLX LP 0.1%
Value ($000) $1,589 Shares 48,096 Est. Cost $37.18 Unrealized
ORANY Orange Sp ADR 0.1%
Value ($000) $1,558 Shares 91,204 Est. Cost $16.23 Unrealized
BDX Becton Dickinson & Co 0.1%
Value ($000) $1,532 Shares 7,068 Est. Cost $180.23 Unrealized +8.0%
LW Lamb Weston Holdings Inc 0.1%
Value ($000) $1,475 Shares 25,343 Est. Cost $30.04 Unrealized +67.7%
INTC Intel Corp 0.1%
Value ($000) $1,431 Shares 27,480 Est. Cost $24.03 Unrealized +66.7%
Comcast Corp Cl A 0.1%
Value ($000) $1,423 Shares 41,649 Est. Cost $47.67 Unrealized
HCP Inc 0.1%
Value ($000) $1,400 Shares 60,258 Est. Cost $29.02 Unrealized
ProShares Short S&P 500 Ne 0.1%
Value ($000) $1,379 Shares 45,498 Est. Cost $39.65 Unrealized
Capital One Financial Corp 0.1%
Value ($000) $1,342 Shares 14,006 Est. Cost $78.39 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $1,257 Shares 3,721 Est. Cost $71.65 Unrealized +284.4%
Exelon Corp 0.1%
Value ($000) $1,226 Shares 31,428 Est. Cost $33.02 Unrealized
Oracle Corp 0.1%
Value ($000) $1,109 Shares 24,237 Est. Cost $36.56 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $1,103 Shares 17,736 Est. Cost $47.64 Unrealized +17.2%
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $1,071 Shares 25,657 Est. Cost $26.04 Unrealized +37.7%
HD Home Depot Inc 0.1%
Value ($000) $1,071 Shares 6,006 Est. Cost $76.36 Unrealized +102.6%
SLB Schlumberger Ltd 0.1%
Value ($000) $1,046 Shares 16,155 Est. Cost $57.53 Unrealized -3.1%
Barclays PLC ADR 0.0%
Value ($000) $977 Shares 82,653 Est. Cost $12.55 Unrealized
ROL Rollins Inc 0.0%
Value ($000) $974 Shares 19,083 Est. Cost $7.24 Unrealized +176.0%
FedEx Corp 0.0%
Value ($000) $857 Shares 3,567 Est. Cost $98.64 Unrealized
PSO Pearson PLC Sp ADR 0.0%
Value ($000) $849 Shares 80,600 Est. Cost $10.53 Unrealized
Franklin Street Properties Cor 0.0%
Value ($000) $848 Shares 100,787 Est. Cost $10.70 Unrealized
3M Co 0.0%
Value ($000) $839 Shares 3,820 Est. Cost $109.45 Unrealized
Royal Dutch Shell PLC Sp ADR B 0.0%
Value ($000) $825 Shares 12,596 Est. Cost $61.98 Unrealized
FLR Fluor Corp 0.0%
Value ($000) $805 Shares 14,073 Est. Cost $56.08 Unrealized -3.3%
BT Group PLC ADR 0.0%
Value ($000) $779 Shares 48,200 Est. Cost $16.16 Unrealized
MMLP Martin Midstream Partners LP 0.0%
Value ($000) $742 Shares 54,950 Est. Cost $17.38 Unrealized
BHP BHP Billiton Ltd Sp ADR 0.0%
Value ($000) $718 Shares 16,158 Est. Cost $41.51 Unrealized
Adient PLC 0.0%
Value ($000) $651 Shares 10,888 Est. Cost $59.04 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $608 Shares 7,216 Est. Cost $38.27 Unrealized +82.9%
Douglas Emmett Inc 0.0%
Value ($000) $594 Shares 16,166 Est. Cost $25.82 Unrealized
EOG Resources Inc 0.0%
Value ($000) $588 Shares 5,585 Est. Cost $141.66 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $578 Shares 18,195 Est. Cost $12.91 Unrealized +87.5%
IP International Paper Co 0.0%
Value ($000) $545 Shares 10,196 Est. Cost $26.80 Unrealized +46.3%
Unilever NV NY 0.0%
Value ($000) $529 Shares 9,379 Est. Cost $54.04 Unrealized
UPS United Parcel Service Inc Cl B 0.0%
Value ($000) $478 Shares 4,567 Est. Cost $71.38 Unrealized +19.7%
ProShares UltraShort S&P 500 0.0%
Value ($000) $460 Shares 11,222 Est. Cost $46.64 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $443 Shares 3,261 Est. Cost $57.67 Unrealized +112.7%
RIO Rio Tinto PLC Sp ADR 0.0%
Value ($000) $379 Shares 7,362 Est. Cost $48.02 Unrealized
AbbVie Inc 0.0%
Value ($000) $360 Shares 3,807 Est. Cost $49.66 Unrealized
Topbuild Corp 0.0%
Value ($000) $350 Shares 4,570 Est. Cost $31.14 Unrealized
APD Air Prods & Chems Inc 0.0%
Value ($000) $342 Shares 2,152 Est. Cost $70.09 Unrealized +93.7%
WHR Whirlpool Corp 0.0%
Value ($000) $339 Shares 2,213 Est. Cost $121.27 Unrealized +37.7%
Noble Corp PLC USD 0.0%
Value ($000) $312 Shares 84,200 Est. Cost $3.71 Unrealized
Nabors Industries Ltd 0.0%
Value ($000) $296 Shares 42,413 Est. Cost $9.25 Unrealized
Medtronic PLC 0.0%
Value ($000) $296 Shares 3,695 Est. Cost $75.34 Unrealized
IWR iShares Rus Mid Cap ETF 0.0%
Value ($000) $287 Shares 1,391 Est. Cost $166.78 Unrealized
BKH Black Hills Corp 0.0%
Value ($000) $276 Shares 5,078 Est. Cost $30.13 Unrealized +31.5%
STAA Staar Surgical Co 0.0%
Value ($000) $266 Shares 18,000 Est. Cost $7.31 Unrealized +113.6%
Stag Industrial Inc 0.0%
Value ($000) $265 Shares 11,088 Est. Cost $19.93 Unrealized
IGM iShares N America Tech ETF 0.0%
Value ($000) $262 Shares 1,458 Est. Cost $118.46 Unrealized
Booking Holdings Inc 0.0%
Value ($000) $260 Shares 125 Est. Cost $2080.00 Unrealized
AmerisourceBergen Corp 0.0%
Value ($000) $255 Shares 2,963 Est. Cost $80.25 Unrealized
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $221 Shares 1,454 Est. Cost $120.29 Unrealized
SPDR S&P 500 ETF Tr 0.0%
Value ($000) $211 Shares 800 Est. Cost $167.50 Unrealized
AA Alcoa Corp 0.0%
Value ($000) $211 Shares 4,698 Est. Cost $29.85 Unrealized +58.4%
AFL Aflac Inc 0.0%
Value ($000) $208 Shares 4,753 Est. Cost $32.58 Unrealized +12.9%
IBM Intl Business Machines 0.0%
Value ($000) $208 Shares 1,358 Est. Cost $111.37 Unrealized -3.7%
Hess Corp 0.0%
Value ($000) $205 Shares 4,041 Est. Cost $47.50 Unrealized
Antero Midstream Partners LP U 0.0%
Value ($000) $204 Shares 7,880 Est. Cost $25.75 Unrealized
Select Sector SPDR Healthcare 0.0%
Value ($000) $185 Shares 2,276 Est. Cost $72.75 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.0%
Value ($000) $180 Shares 900 Est. Cost $147.44 Unrealized +39.3%
Barrick Gold Corp 0.0%
Value ($000) $178 Shares 14,315 Est. Cost $16.05 Unrealized
INDB Independent Bank Corp MA 0.0%
Value ($000) $169 Shares 2,360 Est. Cost $25.86 Unrealized +119.3%
Chubb Limited 0.0%
Value ($000) $166 Shares 1,215 Est. Cost $119.34 Unrealized
Marathon Petroleum Corp 0.0%
Value ($000) $163 Shares 2,234 Est. Cost $58.37 Unrealized
Deutsche Bank AG Namen AKT 0.0%
Value ($000) $152 Shares 10,900 Est. Cost $13.94 Unrealized
Lam Research Corp 0.0%
Value ($000) $143 Shares 703 Est. Cost $185.71 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $135 Shares 2,077 Est. Cost $57.39 Unrealized +0.1%
SYK Stryker Corp 0.0%
Value ($000) $135 Shares 839 Est. Cost $103.92 Unrealized +42.3%
Select Sector SPDR Utilities 0.0%
Value ($000) $133 Shares 2,639 Est. Cost $47.24 Unrealized
IBB iShares NASDAQ Biotec ETF 0.0%
Value ($000) $126 Shares 1,176 Est. Cost $154.85 Unrealized
Select Sector SPDR Financial 0.0%
Value ($000) $123 Shares 4,475 Est. Cost $20.11 Unrealized
Andeavor 0.0%
Value ($000) $120 Shares 1,189 Est. Cost $103.45 Unrealized
IPG Photonics Corp 0.0%
Value ($000) $115 Shares 491 Est. Cost $202.10 Unrealized
Targa Resources Corp 0.0%
Value ($000) $115 Shares 2,621 Est. Cost $31.73 Unrealized
NGG National Grid PLC Sp ADR Ne 0.0%
Value ($000) $113 Shares 2,000 Est. Cost $56.50 Unrealized
Dominion Resources Inc VA New 0.0%
Value ($000) $106 Shares 1,569 Est. Cost $72.56 Unrealized
OLN Olin Corp 0.0%
Value ($000) $99 Shares 3,261 Est. Cost $15.35 Unrealized +77.7%
Diageo PLC Sp ADR 0.0%
Value ($000) $97 Shares 717 Est. Cost $116.54 Unrealized
Monsanto Co 0.0%
Value ($000) $84 Shares 722 Est. Cost $104.90 Unrealized
Select Sector SPDR Energy 0.0%
Value ($000) $82 Shares 1,211 Est. Cost $78.21 Unrealized
C Citigroup Inc 0.0%
Value ($000) $75 Shares 1,113 Est. Cost $35.87 Unrealized +60.7%
KHC Kraft Heinz Co 0.0%
Value ($000) $74 Shares 1,186 Est. Cost $56.83 Unrealized -13.8%
MCD McDonalds Corp 0.0%
Value ($000) $71 Shares 455 Est. Cost $94.54 Unrealized +44.5%
Select Sector SPDR Materials 0.0%
Value ($000) $70 Shares 1,233 Est. Cost $48.65 Unrealized
Select Sector SPDR Industrials 0.0%
Value ($000) $67 Shares 907 Est. Cost $57.89 Unrealized
Halyard Health Inc 0.0%
Value ($000) $67 Shares 1,453 Est. Cost $44.57 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $66 Shares 1,200 Est. Cost $48.28 Unrealized +7.5%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $66 Shares 943 Est. Cost $49.37 Unrealized +28.0%
VEA Vanguard Tax Mgd FTSE Dev Mkt 0.0%
Value ($000) $63 Shares 1,424 Est. Cost $38.96 Unrealized
Enlink Midstream Partners LP 0.0%
Value ($000) $57 Shares 4,204 Est. Cost $30.36 Unrealized
MAT Mattel Inc 0.0%
Value ($000) $57 Shares 4,311 Est. Cost $38.31 Unrealized -59.3%
Valvoline Inc 0.0%
Value ($000) $57 Shares 2,578 Est. Cost $23.87 Unrealized
SPDR S&P Regl Banking 0.0%
Value ($000) $55 Shares 905 Est. Cost $41.56 Unrealized
Select Sector SPDR Consumer St 0.0%
Value ($000) $52 Shares 991 Est. Cost $53.57 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $50 Shares 200 Est. Cost $227.14 Unrealized +13.1%
Steel Connect Inc 0.0%
Value ($000) $49 Shares 23,160 Est. Cost $2.12 Unrealized
Ferrari NV 0.0%
Value ($000) $48 Shares 400 Est. Cost $110.00 Unrealized
Alphabet Inc Cap Stock Cl A 0.0%
Value ($000) $47 Shares 45 Est. Cost $777.78 Unrealized
Dr Pepper Snapple Group Inc 0.0%
Value ($000) $42 Shares 351 Est. Cost $91.45 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $42 Shares 203 Est. Cost $117.35 Unrealized +75.1%
DAL Delta Air Lines Inc 0.0%
Value ($000) $41 Shares 750 Est. Cost $27.96 Unrealized +81.5%
ASML Holding NV NY Registry 0.0%
Value ($000) $40 Shares 200 Est. Cost $175.00 Unrealized
TTWO Take-Two Interactive Software 0.0%
Value ($000) $39 Shares 400 Est. Cost $109.19 Unrealized +2.6%
Versum Materials Inc 0.0%
Value ($000) $39 Shares 1,039 Est. Cost $27.91 Unrealized
Advansix Inc 0.0%
Value ($000) $35 Shares 1,005 Est. Cost $22.11 Unrealized
Uniti Group Inc 0.0%
Value ($000) $34 Shares 2,112 Est. Cost $25.87 Unrealized
BK Bank New York Mellon Corp 0.0%
Value ($000) $34 Shares 664 Est. Cost $31.29 Unrealized +42.9%
Vodafone Group PLC Sp ADR 0.0%
Value ($000) $33 Shares 1,168 Est. Cost $34.26 Unrealized
EL Lauder Estee Cos Inc Cl A 0.0%
Value ($000) $29 Shares 194 Est. Cost $65.10 Unrealized +92.7%
SPDR S&P Mid Cap 400 ETF Tr 0.0%
Value ($000) $27 Shares 80 Est. Cost $225.00 Unrealized
China Lodging Group Ltd Sp ADR 0.0%
Value ($000) $26 Shares 201 Est. Cost $144.28 Unrealized
Pentair PLC 0.0%
Value ($000) $26 Shares 380 Est. Cost $70.24 Unrealized
Nordstrom Inc 0.0%
Value ($000) $26 Shares 532 Est. Cost $62.25 Unrealized
GAP Gap Inc 0.0%
Value ($000) $24 Shares 755 Est. Cost $18.66 Unrealized +32.9%
PNC PNC Financial Services Group I 0.0%
Value ($000) $22 Shares 148 Est. Cost $51.33 Unrealized +130.3%
Waste Management Inc 0.0%
Value ($000) $22 Shares 263 Est. Cost $62.99 Unrealized
Xerox Corp 0.0%
Value ($000) $20 Shares 692 Est. Cost $28.11 Unrealized
Universal Display Corp 0.0%
Value ($000) $20 Shares 200 Est. Cost $100.00 Unrealized
XPO XPO Logistics Inc 0.0%
Value ($000) $20 Shares 200 Est. Cost $33.36 Unrealized 0.0%
Select Sector SPDR Tr Real Est 0.0%
Value ($000) $20 Shares 637 Est. Cost $33.18 Unrealized
ADI Analog Devices Inc 0.0%
Value ($000) $18 Shares 201 Est. Cost $68.21 Unrealized +15.3%
Vaneck Vectors ETF Tr Oil Serv 0.0%
Value ($000) $16 Shares 654 Est. Cost $28.65 Unrealized
58 Com Inc Sp ADR A 0.0%
Value ($000) $16 Shares 200 Est. Cost $80.00 Unrealized
Snap Inc Cl A 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $14.68 Unrealized
FMC FMC Corp 0.0%
Value ($000) $15 Shares 200 Est. Cost $60.69 Unrealized 0.0%
AXP American Express Co 0.0%
Value ($000) $15 Shares 164 Est. Cost $62.53 Unrealized +39.1%
PLXS Plexus Corp 0.0%
Value ($000) $14 Shares 240 Est. Cost $49.47 Unrealized +24.1%
Anheuser-Busch InBev SA NV Sp 0.0%
Value ($000) $13 Shares 119 Est. Cost $109.46 Unrealized
Dell Technologies Inc Cl V 0.0%
Value ($000) $13 Shares 184 Est. Cost $48.91 Unrealized
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $13 Shares 193 Est. Cost $55.89 Unrealized
HP Helmerich & Payne Inc 0.0%
Value ($000) $12 Shares 176 Est. Cost $90.54 Unrealized -25.5%
McKesson Corp 0.0%
Value ($000) $12 Shares 82 Est. Cost $160.08 Unrealized
TELFY Telefonica SA Sp ADR 0.0%
Value ($000) $11 Shares 1,130 Est. Cost $11.29 Unrealized
CNDT Conduent Inc 0.0%
Value ($000) $10 Shares 530 Est. Cost $15.22 Unrealized +15.6%
CPRT Copart Inc 0.0%
Value ($000) $10 Shares 200 Est. Cost $11.57 Unrealized 0.0%
WMB Williams Cos Inc 0.0%
Value ($000) $9 Shares 364 Est. Cost $19.45 Unrealized -2.0%
iShares MSCI Jpn ETF 0.0%
Value ($000) $7 Shares 117 Est. Cost $52.17 Unrealized
Zimmer Biomet Holdings Inc 0.0%
Value ($000) $5 Shares 49 Est. Cost $122.45 Unrealized
Hewlett Packard Enterprise Co 0.0%
Value ($000) $3 Shares 145 Est. Cost $20.98 Unrealized
Hp Inc 0.0%
Value ($000) $3 Shares 152 Est. Cost $13.61 Unrealized
Windstream Holdings Inc 0.0%
Value ($000) $2 Shares 1,760 Est. Cost $6.38 Unrealized
Dxc Technology Co 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
Freeport-McMoran Inc Cl B 0.0%
Value ($000) $1 Shares 44 Est. Cost $34.92 Unrealized
CVR Partners LP 0.0%
Value ($000) $1 Shares 424 Est. Cost $7.95 Unrealized
Frontier Communications Corp 0.0%
Value ($000) $1 Shares 68 Est. Cost $14.71 Unrealized
NNN National Retail Properties Inc 0.0%
Value ($000) $1 Shares 36 Est. Cost $35.01 Unrealized
CenturyLink Inc 0.0%
Value ($000) $1 Shares 81 Est. Cost $34.30 Unrealized
California Resources Corp 0.0%
Value ($000) $0 Shares 19 Est. Cost $16.26 Unrealized
Senior Housing Properties Trus 0.0%
Value ($000) $0 Shares 26 Est. Cost $24.77 Unrealized
UUUU Energy Fuels Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.17 Unrealized -73.4%
Micro Focus International PLC 0.0%
Value ($000) $0 Shares 19 Est. Cost $52.63 Unrealized