COUNTRY TRUST BANK Diversified Active

CIK: 0001209324 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 10, 2018

Total Value ($000): $2,329,684 (100.0% shares, 0.0% debt)

Holdings (315)

AAPL APPLE COMPUTER COMMON 4.6%
Value ($000) $106,838 Shares 577,159 Est. Cost $28.61 Unrealized +49.4%
VEA VANGUARD MSCI EAFE ETF 3.1%
Value ($000) $71,473 Shares 1,666,036 Est. Cost $18392.67 Unrealized
JPM JP MORGAN CHASE & CO. COMMON 3.0%
Value ($000) $69,541 Shares 667,379 Est. Cost $49.08 Unrealized +81.4%
MSFT MICROSOFT CORPORATION COMMON 2.7%
Value ($000) $62,641 Shares 635,238 Est. Cost $43.00 Unrealized +108.7%
IWR ISHARES RUSSELL MIDCAP INDEX 2.4%
Value ($000) $56,576 Shares 266,690 Est. Cost $59228.03 Unrealized
GOOGL ALPHABET INC CLASS A COMMON 2.4%
Value ($000) $56,073 Shares 49,658 Est. Cost $47.56 Unrealized +13.5%
SPY SPDR S&P 500 ETF TRUST 2.4%
Value ($000) $55,683 Shares 205,262 Est. Cost $15452.07 Unrealized
AGG ISHARES CORE TOTAL US BOND 2.4%
Value ($000) $54,769 Shares 515,138 Est. Cost $37094.04 Unrealized
CSCO CISCO SYSTEMS, INC. COMMON 2.2%
Value ($000) $51,316 Shares 1,192,568 Est. Cost $19.52 Unrealized +78.0%
IGSB ISHARES SHORT TERM CORPORATE 2.2%
Value ($000) $50,974 Shares 491,557 Est. Cost $36972.08 Unrealized
BLACKROCK INC COMMON 2.1%
Value ($000) $49,597 Shares 99,384 Est. Cost $229484.14 Unrealized
FDX FEDEX CORPORATION 2.0%
Value ($000) $47,060 Shares 207,258 Est. Cost $141.62 Unrealized +52.8%
AMZN AMAZON.COM INC. COMMON 1.9%
Value ($000) $44,895 Shares 26,412 Est. Cost $51.38 Unrealized +54.5%
ACWX ISHARES MCSI ACWI INDEX ETF 1.9%
Value ($000) $43,938 Shares 929,900 Est. Cost $22649.59 Unrealized
GOOG ALPHABET INC CLASS C COMMON 1.8%
Value ($000) $42,357 Shares 37,966 Est. Cost $45.95 Unrealized +16.7%
WFC WELLS FARGO COMPANY COMMON 1.8%
Value ($000) $41,352 Shares 745,896 Est. Cost $37.30 Unrealized +16.2%
XLY SPDR CONSUMER DISCRETIONARY ETF 1.7%
Value ($000) $40,205 Shares 367,842 Est. Cost $172.71 Unrealized
AXP AMERICAN EXPRESS COMMON 1.7%
Value ($000) $39,356 Shares 401,595 Est. Cost $72.70 Unrealized +21.9%
STT STATE STREET CORP. COMMON 1.7%
Value ($000) $38,822 Shares 417,040 Est. Cost $51.08 Unrealized +52.4%
USB U.S. BANCORP NEW COMMON 1.6%
Value ($000) $38,103 Shares 761,756 Est. Cost $31.37 Unrealized +18.8%
ABIOMED INC COMMON 1.6%
Value ($000) $37,581 Shares 91,874 Est. Cost $180.98 Unrealized
TWENTY FIRST CENTURY FOX INC 1.5%
Value ($000) $36,073 Shares 725,958 Est. Cost $18900.01 Unrealized
NVS NOVARTIS AG ADR 1.5%
Value ($000) $35,531 Shares 470,358 Est. Cost $68828.23 Unrealized
BIIB BIOGEN INC. COMMON 1.5%
Value ($000) $34,817 Shares 119,960 Est. Cost $283.11 Unrealized -0.7%
ORCL ORACLE CORPORATION COMMON 1.5%
Value ($000) $34,008 Shares 771,858 Est. Cost $35.02 Unrealized +17.6%
JNJ JOHNSON & JOHNSON COMMON 1.4%
Value ($000) $33,435 Shares 275,548 Est. Cost $78.24 Unrealized +28.7%
BK BANK OF NEW YORK MELLON CORP 1.3%
Value ($000) $31,414 Shares 582,489 Est. Cost $31.67 Unrealized +40.7%
XOM EXXON MOBIL CORP. COMMON 1.3%
Value ($000) $30,465 Shares 368,241 Est. Cost $60.91 Unrealized -7.8%
LQD ISHARES IBOXX INV GR CORP BOND 1.3%
Value ($000) $30,434 Shares 265,637 Est. Cost $43894.75 Unrealized
PFE PFIZER, INC. COMMON 1.3%
Value ($000) $30,158 Shares 831,253 Est. Cost $18.53 Unrealized +31.2%
KR KROGER COMPANY COMMON 1.3%
Value ($000) $29,630 Shares 1,041,487 Est. Cost $23.14 Unrealized -7.6%
GNTX GENTEX CORPORATION COMMON 1.3%
Value ($000) $29,623 Shares 1,286,822 Est. Cost $17.33 Unrealized +36.9%
TDG TRANSDIGM GROUP INC. COMMON 1.2%
Value ($000) $29,090 Shares 84,284 Est. Cost $166.61 Unrealized +46.4%
WMT WAL-MART STORES COMMON 1.2%
Value ($000) $28,219 Shares 329,464 Est. Cost $20.25 Unrealized +24.7%
LLY ELI LILLY & CO. COMMON 1.2%
Value ($000) $27,826 Shares 326,098 Est. Cost $54.66 Unrealized +34.8%
EXPRESS SCRIPTS HOLDING CO 1.2%
Value ($000) $27,046 Shares 350,290 Est. Cost $47980.04 Unrealized
META FACEBOOK INC COMMON 1.2%
Value ($000) $26,815 Shares 137,995 Est. Cost $178.39 Unrealized +0.6%
VZ VERIZON COMMUNICATIONS COMMON 1.1%
Value ($000) $26,670 Shares 530,117 Est. Cost $28.41 Unrealized +13.4%
SLB SCHLUMBERGER LIMITED COMMON 1.1%
Value ($000) $25,678 Shares 383,078 Est. Cost $66.31 Unrealized -16.9%
EW EDWARDS LIFESCIENCES CP COMMON 1.1%
Value ($000) $25,105 Shares 172,462 Est. Cost $42.57 Unrealized +9.6%
PG PROCTER & GAMBLE COMMON 1.1%
Value ($000) $24,968 Shares 319,858 Est. Cost $60.27 Unrealized +2.5%
CB CHUBB LIMITED COMMON 1.1%
Value ($000) $24,641 Shares 193,996 Est. Cost $120.55 Unrealized -3.4%
INGERSOLL-RAND PLC COMMON 1.0%
Value ($000) $24,185 Shares 269,535 Est. Cost $48826.35 Unrealized
POST POST HOLDINGS INC COMMON 1.0%
Value ($000) $22,897 Shares 266,177 Est. Cost $35.97 Unrealized +45.2%
TIP ISHARES BARCLAYS US TREASURY 1.0%
Value ($000) $22,506 Shares 199,397 Est. Cost $114.07 Unrealized
PEP PEPSICO, INC. COMMON 1.0%
Value ($000) $22,218 Shares 204,081 Est. Cost $78.25 Unrealized +4.4%
VWO VANGUARD EMERGING MARKETS ETF 1.0%
Value ($000) $22,188 Shares 525,780 Est. Cost $12700.69 Unrealized
COP CONOCOPHILLIPS COMMON 0.9%
Value ($000) $22,034 Shares 316,490 Est. Cost $44.22 Unrealized +17.1%
CAT CATERPILLAR INC. COMMON 0.9%
Value ($000) $21,672 Shares 159,742 Est. Cost $84.14 Unrealized +50.4%
HAL HALLIBURTON COMPANY COMMON 0.9%
Value ($000) $21,257 Shares 471,759 Est. Cost $49.26 Unrealized -13.4%
KMI KINDER MORGAN INC COMMON 0.9%
Value ($000) $21,209 Shares 1,200,286 Est. Cost $11.96 Unrealized -11.6%
CMCSA COMCAST CORP CLASS A COMMON 0.9%
Value ($000) $21,162 Shares 644,992 Est. Cost $25.15 Unrealized +6.8%
CVS CVS CAREMARK CORPORATION COMMON 0.9%
Value ($000) $21,024 Shares 326,713 Est. Cost $55.66 Unrealized -7.1%
ROP ROPER TECHNOLOGIES INC COMMON 0.9%
Value ($000) $20,909 Shares 75,781 Est. Cost $191.14 Unrealized +38.0%
DIS WALT DISNEY COMMON 0.8%
Value ($000) $19,596 Shares 186,965 Est. Cost $95.57 Unrealized +1.7%
V VISA INC COMMON 0.8%
Value ($000) $19,507 Shares 147,278 Est. Cost $118.17 Unrealized +3.3%
CVX CHEVRON CORPORATION COMMON 0.8%
Value ($000) $19,477 Shares 154,051 Est. Cost $76.25 Unrealized +16.9%
DAL DELTA AIR LINES COMMON 0.8%
Value ($000) $19,382 Shares 391,235 Est. Cost $50.54 Unrealized -2.3%
IWM ISHARES RUSSELL 2000 ETF 0.8%
Value ($000) $18,642 Shares 113,829 Est. Cost $42987.18 Unrealized
RRC RANGE RESOURCES CORP COMMON 0.8%
Value ($000) $18,147 Shares 1,084,717 Est. Cost $16.72 Unrealized -9.5%
ACM AECOM TECHNOLOGY CORP COMMON 0.7%
Value ($000) $17,446 Shares 528,188 Est. Cost $30.78 Unrealized +7.2%
AWK AMERICAN WATER WORKS COMPANY 0.7%
Value ($000) $17,244 Shares 201,973 Est. Cost $55.03 Unrealized +30.1%
MMM 3M CO COMMON 0.7%
Value ($000) $17,114 Shares 86,999 Est. Cost $88.25 Unrealized +47.5%
INCY INCYTE CORPORATION COMMON 0.7%
Value ($000) $15,596 Shares 232,783 Est. Cost $68.39 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.6%
Value ($000) $13,580 Shares 90,647 Est. Cost $364.04 Unrealized
NUANCE COMMUNICATIONS INC COMMON 0.6%
Value ($000) $13,373 Shares 963,152 Est. Cost $7786.34 Unrealized
AXTA AXALTA COATING SYSTEMS LTD 0.6%
Value ($000) $13,236 Shares 436,679 Est. Cost $31.11 Unrealized +0.8%
PCG PACIFIC GAS AND ELECTRIC CO 0.6%
Value ($000) $12,981 Shares 305,010 Est. Cost $44.42 Unrealized -3.5%
SRLN SPDR BLACKSTONE GSO SENIOR LOAN 0.5%
Value ($000) $11,067 Shares 235,611 Est. Cost $47.41 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES 0.5%
Value ($000) $11,023 Shares 578,323 Est. Cost $19.06 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL 0.4%
Value ($000) $9,668 Shares 176,705 Est. Cost $54.56 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC. 0.3%
Value ($000) $6,844 Shares 84,768 Est. Cost $53.31 Unrealized +6.2%
VNQ VANGUARD REIT VIPERS ETF 0.3%
Value ($000) $6,300 Shares 77,346 Est. Cost $36974.58 Unrealized
XLB SPDR MATERIALS SELECT SECTOR ETF 0.3%
Value ($000) $6,015 Shares 103,576 Est. Cost $42.37 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE 0.2%
Value ($000) $5,735 Shares 133,524 Est. Cost $45.01 Unrealized
VNQI VANGUARD GLOBAL EX US REAL 0.2%
Value ($000) $5,704 Shares 98,206 Est. Cost $53.93 Unrealized
JP MORGAN CHASE & CO. ALERIAN 0.2%
Value ($000) $5,525 Shares 207,866 Est. Cost $19150.06 Unrealized
IVV ISHARES CORE S&P 500 INDEX ETF 0.2%
Value ($000) $5,298 Shares 19,402 Est. Cost $229.72 Unrealized
EMB ISHARES JPMORGAN USD EMERGING 0.2%
Value ($000) $5,260 Shares 49,269 Est. Cost $49957.62 Unrealized
XLP SPDR CONSUMER STAPLES ETF 0.2%
Value ($000) $4,605 Shares 89,361 Est. Cost $51.55 Unrealized
XLU SPDR UTILITIES SELECT SECTOR ETF 0.2%
Value ($000) $4,530 Shares 87,180 Est. Cost $51.96 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY 0.1%
Value ($000) $2,774 Shares 27,321 Est. Cost $101.58 Unrealized
ITW ILLINOIS TOOL WORKS COMMON 0.1%
Value ($000) $2,311 Shares 16,680 Est. Cost $116.05 Unrealized +5.7%
SHM SPDR NUVEEN BARCLAYS SHORT TERM 0.1%
Value ($000) $1,197 Shares 24,937 Est. Cost $48.51 Unrealized
MPC MARATHON PETROLEUM CORP COMMON 0.0%
Value ($000) $877 Shares 12,506 Est. Cost $47.48 Unrealized +26.4%
PIMCO DYNAMIC CREDIT INCOME FUND 0.0%
Value ($000) $825 Shares 35,000 Est. Cost $18.26 Unrealized
XLK SPDR TECHNOLOGY SECTOR ETF 0.0%
Value ($000) $668 Shares 9,612 Est. Cost $438.19 Unrealized
XLV SPDR HEALTHCARE SECTOR ETF 0.0%
Value ($000) $646 Shares 7,741 Est. Cost $86.73 Unrealized
T AT&T INC. NEW COMMON 0.0%
Value ($000) $581 Shares 18,106 Est. Cost $12.83 Unrealized +13.2%
VTEB VANGUARD TAX EXEMPT BOND ETF 0.0%
Value ($000) $536 Shares 10,512 Est. Cost $50.82 Unrealized
PINNACLE FINANCIAL PARTNERS INC 0.0%
Value ($000) $453 Shares 7,390 Est. Cost $54.13 Unrealized
BRK/B BERKSHIRE HATHAWAY INC. CLASS B 0.0%
Value ($000) $427 Shares 2,290 Est. Cost $149.22 Unrealized +30.6%
HD HOME DEPOT COMMON 0.0%
Value ($000) $402 Shares 2,061 Est. Cost $151.70 Unrealized +2.2%
GENERAL ELECTRIC COMMON 0.0%
Value ($000) $399 Shares 29,286 Est. Cost $21461.29 Unrealized
XLE SPDR ENERGY SELECT ETF 0.0%
Value ($000) $399 Shares 5,260 Est. Cost $85.05 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.0%
Value ($000) $398 Shares 2,321 Est. Cost $171.48 Unrealized
JACOBS ENGINEERING GROUP COMMON 0.0%
Value ($000) $355 Shares 5,586 Est. Cost $63.55 Unrealized
CBSH COMMERCE BANCSHARES INC. COMMON 0.0%
Value ($000) $349 Shares 5,397 Est. Cost $26.13 Unrealized +61.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $323 Shares 4,080 Est. Cost $556.80 Unrealized
IBM IBM COMMON 0.0%
Value ($000) $298 Shares 2,136 Est. Cost $108.09 Unrealized -7.5%
VANECK VECTORS HIGH YIELD MUNI 0.0%
Value ($000) $269 Shares 8,555 Est. Cost $30.91 Unrealized
MARATHON OIL CORP. COMMON 0.0%
Value ($000) $261 Shares 12,506 Est. Cost $16.39 Unrealized
VOO VANGUARD S&P 500 INDEX ETF 0.0%
Value ($000) $255 Shares 1,020 Est. Cost $188400.00 Unrealized
PZA INVESCO NATIONAL AMT FREE 0.0%
Value ($000) $254 Shares 10,093 Est. Cost $25.17 Unrealized
PFF ISHARES S&P US PREFERRED STOCK 0.0%
Value ($000) $249 Shares 6,611 Est. Cost $17022.58 Unrealized
ABBV ABBVIE INC COMMON 0.0%
Value ($000) $245 Shares 2,648 Est. Cost $37.32 Unrealized +88.9%
DE DEERE & COMPANY COMMON 0.0%
Value ($000) $241 Shares 1,724 Est. Cost $139.74 Unrealized -6.0%
EMR EMERSON ELECTRIC COMMON 0.0%
Value ($000) $240 Shares 3,467 Est. Cost $50.59 Unrealized +15.9%
CSX CSX CORPORATION COMMON 0.0%
Value ($000) $233 Shares 3,655 Est. Cost $8.10 Unrealized +129.6%
NTRS NORTHERN TRUST CORP. COMMON 0.0%
Value ($000) $226 Shares 2,200 Est. Cost $45.46 Unrealized +85.5%
PIONEER NATURAL RESOURCES CO. 0.0%
Value ($000) $212 Shares 1,119 Est. Cost $229810.17 Unrealized
IVE ISHARES S&P 500 VALUE INDEX 0.0%
Value ($000) $207 Shares 1,877 Est. Cost $101.23 Unrealized
WALGREEN BOOTS ALLIANCE INC 0.0%
Value ($000) $204 Shares 3,395 Est. Cost $36693.01 Unrealized
DVY ISHARES DJ SELECT DIVIDEND ETF 0.0%
Value ($000) $190 Shares 1,941 Est. Cost $94.05 Unrealized
ABT ABBOTT LABORATORIES COMMON 0.0%
Value ($000) $180 Shares 2,946 Est. Cost $37.45 Unrealized +41.9%
IJT ISHARES S&P SMALL CAP 600 GROWTH 0.0%
Value ($000) $162 Shares 856 Est. Cost $155.37 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $155 Shares 1,078 Est. Cost $118.74 Unrealized
IJS ISHARES S&P SMALLCAP 600 VALUE 0.0%
Value ($000) $151 Shares 922 Est. Cost $139.91 Unrealized
ICE INTERCONTINENTAL EXCHANGE GRP 0.0%
Value ($000) $147 Shares 2,000 Est. Cost $48.00 Unrealized +37.5%
IMCB ISHARES MORNINGSTAR MID CAP ETF 0.0%
Value ($000) $145 Shares 789 Est. Cost $181.24 Unrealized
IWO ISHARES ISHARES RUSSELL 2000 GR 0.0%
Value ($000) $144 Shares 705 Est. Cost $190.07 Unrealized
AMGN AMGEN INC. COMMON 0.0%
Value ($000) $133 Shares 722 Est. Cost $116.78 Unrealized +20.1%
TFI SPDR NUVEEN BARCLAYS MUNI BOND 0.0%
Value ($000) $132 Shares 2,750 Est. Cost $48.71 Unrealized
WEC WEC ENERGY GROUP COMMON 0.0%
Value ($000) $131 Shares 2,030 Est. Cost $36.62 Unrealized +33.1%
UPS UNITED PARCEL SERVICES - CL B 0.0%
Value ($000) $129 Shares 1,215 Est. Cost $83.41 Unrealized +0.4%
MCD MCDONALD'S CORPORATION COMMON 0.0%
Value ($000) $126 Shares 804 Est. Cost $129.57 Unrealized +4.6%
GLD SPDR GOLD TRUST ETF 0.0%
Value ($000) $121 Shares 1,021 Est. Cost $8840.64 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $110 Shares 451 Est. Cost $84.89 Unrealized +178.7%
EFA ISHARES MSCI EAFE INDEX ETF FUND 0.0%
Value ($000) $108 Shares 1,619 Est. Cost $57.72 Unrealized
ENR ENERGIZER HOLDINGS INC NEW 0.0%
Value ($000) $101 Shares 1,607 Est. Cost $28.77 Unrealized +56.3%
IVW ISHARES S&P 500 GROWTH INDEX 0.0%
Value ($000) $99 Shares 608 Est. Cost $121.71 Unrealized
NVDA NVIDIA CORP COMMON 0.0%
Value ($000) $98 Shares 414 Est. Cost $4.61 Unrealized +30.5%
KANSAS CITY SOUTHERN COMMON 0.0%
Value ($000) $96 Shares 906 Est. Cost $100630.98 Unrealized
BA BOEING COMMON 0.0%
Value ($000) $90 Shares 267 Est. Cost $128.60 Unrealized +156.9%
CERNER CORPORATION COMMON 0.0%
Value ($000) $89 Shares 1,491 Est. Cost $51580.08 Unrealized
KELLOGG COMMON 0.0%
Value ($000) $88 Shares 1,262 Est. Cost $43.23 Unrealized +4.0%
EPC EDGEWELL PERSONAL CARE CO COMMON 0.0%
Value ($000) $81 Shares 1,607 Est. Cost $82.42 Unrealized -49.2%
SF STIFEL FINANCIAL CORP COMMON 0.0%
Value ($000) $78 Shares 1,500 Est. Cost $28.27 Unrealized +23.0%
ADAMS NATURAL RESOURCES FUND INC 0.0%
Value ($000) $70 Shares 3,502 Est. Cost $21.69 Unrealized
XLI SPDR INDUSTRIAL SELECT SECT ETF 0.0%
Value ($000) $68 Shares 948 Est. Cost $4947.88 Unrealized
HRL HORMEL FOODS CORP. COMMON 0.0%
Value ($000) $60 Shares 1,600 Est. Cost $25.61 Unrealized +15.0%
QCOM QUALCOMM INC. COMMON 0.0%
Value ($000) $60 Shares 1,074 Est. Cost $53.79 Unrealized -14.6%
HSY HERSHEY FOODS COMMON 0.0%
Value ($000) $56 Shares 605 Est. Cost $85.63 Unrealized -9.1%
INTC INTEL CORPORATION COMMON 0.0%
Value ($000) $54 Shares 1,083 Est. Cost $31.90 Unrealized +41.2%
OKE ONEOK INC COMMON (NEW) 0.0%
Value ($000) $52 Shares 751 Est. Cost $26.06 Unrealized +52.7%
DEO DIAGEO PLC COMMON 0.0%
Value ($000) $49 Shares 339 Est. Cost $88028.17 Unrealized
BP BP PLC - ADR COMMON 0.0%
Value ($000) $48 Shares 1,058 Est. Cost $40.19 Unrealized
RAYTHEON COMPANY NEW COMMON 0.0%
Value ($000) $45 Shares 233 Est. Cost $77326.66 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $44 Shares 1,020 Est. Cost $2564.03 Unrealized
IEMG ISHARES CORE MSCI EMERGING MKTS 0.0%
Value ($000) $43 Shares 825 Est. Cost $41.32 Unrealized
YUM YUM! BRANDS INC. COMMON 0.0%
Value ($000) $43 Shares 544 Est. Cost $64.74 Unrealized +12.1%
UNITED TECHNOLOGIES COMMON 0.0%
Value ($000) $42 Shares 335 Est. Cost $127.40 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $38 Shares 500 Est. Cost $72.00 Unrealized
KMB KIMBERLY CLARK COMPANY COMMON 0.0%
Value ($000) $38 Shares 358 Est. Cost $81.04 Unrealized -2.0%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL 0.0%
Value ($000) $36 Shares 1,209 Est. Cost $29.78 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $36 Shares 382 Est. Cost $240.79 Unrealized
ROCKWELL COLLINS COMMON 0.0%
Value ($000) $35 Shares 260 Est. Cost $103.45 Unrealized
DON WISDOMTREE TRUST ETF 0.0%
Value ($000) $33 Shares 932 Est. Cost $53.29 Unrealized
CME CME GROUP INC COMMON 0.0%
Value ($000) $33 Shares 200 Est. Cost $121.09 Unrealized +3.0%
UNILEVER PLC SPONSORED ADR 0.0%
Value ($000) $31 Shares 563 Est. Cost $45310.84 Unrealized
NSC NORFOLK SOUTHERN COMMON 0.0%
Value ($000) $30 Shares 200 Est. Cost $75.28 Unrealized +66.4%
ETN EATON CORP NEW COMMON 0.0%
Value ($000) $30 Shares 407 Est. Cost $51.37 Unrealized +30.5%
ADP AUTOMATIC DATA PROCESSING COMMON 0.0%
Value ($000) $29 Shares 219 Est. Cost $71.48 Unrealized +50.8%
MA MASTERCARD INC COMMON 0.0%
Value ($000) $29 Shares 148 Est. Cost $153.80 Unrealized +17.2%
HON HONEYWELL INTERNATIONAL, INC. 0.0%
Value ($000) $29 Shares 200 Est. Cost $117.49 Unrealized -3.3%
PSX PHILLIPS 66 COMMON 0.0%
Value ($000) $27 Shares 241 Est. Cost $63.78 Unrealized +30.4%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $27 Shares 262 Est. Cost $80950.38 Unrealized
AEE AMEREN CORPORATION COMMON 0.0%
Value ($000) $26 Shares 426 Est. Cost $31.75 Unrealized +45.6%
CASY CASEY'S GENERAL STORES COMMON 0.0%
Value ($000) $26 Shares 250 Est. Cost $109.41 Unrealized -12.4%
SO SOUTHERN COMPANY COMMON 0.0%
Value ($000) $25 Shares 531 Est. Cost $33.06 Unrealized -0.6%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $25 Shares 219 Est. Cost $114.16 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORP 0.0%
Value ($000) $24 Shares 287 Est. Cost $83.62 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $24 Shares 176 Est. Cost $135.46 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $24 Shares 400 Est. Cost $60.97 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL COMMON 0.0%
Value ($000) $23 Shares 804 Est. Cost $33.68 Unrealized -7.7%
XEL XCEL ENERGY INC. COMMON 0.0%
Value ($000) $22 Shares 492 Est. Cost $31.66 Unrealized +11.9%
BUCKEYE PARTNERS L.P. COMMON 0.0%
Value ($000) $21 Shares 600 Est. Cost $83060.22 Unrealized
YUMC YUM CHINA HOLDINGS COMMON 0.0%
Value ($000) $21 Shares 544 Est. Cost $37.27 Unrealized +6.3%
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.0%
Value ($000) $21 Shares 337 Est. Cost $65.75 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $21 Shares 156 Est. Cost $63.17 Unrealized +76.7%
CLX CLOROX COMPANY COMMON 0.0%
Value ($000) $20 Shares 150 Est. Cost $100.94 Unrealized -2.0%
NEE NEXTERA ENERGY INC. COMMON 0.0%
Value ($000) $20 Shares 120 Est. Cost $20.25 Unrealized +64.9%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $20 Shares 350 Est. Cost $82.86 Unrealized
XLF SPDR FINANCIAL SELECT ETF 0.0%
Value ($000) $19 Shares 700 Est. Cost $294.45 Unrealized
ADM ARCHER DANIELS MIDLAND COMMON 0.0%
Value ($000) $19 Shares 420 Est. Cost $33.26 Unrealized +7.8%
THO THOR INDUSTRIES INC. COMMON 0.0%
Value ($000) $19 Shares 200 Est. Cost $47.71 Unrealized +81.6%
WYNDHAM WORLDWIDE CORP. COMMON 0.0%
Value ($000) $18 Shares 400 Est. Cost $115.00 Unrealized
BAC BANK OF AMERICA CORP. COMMON 0.0%
Value ($000) $18 Shares 649 Est. Cost $20.12 Unrealized +23.5%
C CITIGROUP INC. COMMON (NEW) 0.0%
Value ($000) $17 Shares 255 Est. Cost $38.93 Unrealized +36.2%
AMP AMERIPRISE FINANCIAL INC. COMMON 0.0%
Value ($000) $17 Shares 125 Est. Cost $139.94 Unrealized -12.5%
MO ALTRIA GROUP INC. COMMON 0.0%
Value ($000) $16 Shares 275 Est. Cost $34.70 Unrealized -7.2%
SBUX STARBUCKS CORPORATION COMMON 0.0%
Value ($000) $16 Shares 332 Est. Cost $43.91 Unrealized +9.5%
UPGD INVESCO RAYMOND JAMES SB1 EQUITY 0.0%
Value ($000) $14 Shares 300 Est. Cost $46.67 Unrealized
ALERIAN MLP ETF 0.0%
Value ($000) $14 Shares 1,372 Est. Cost $12.39 Unrealized
SDOG ALERIAN ALPS SECTOR DIVIDEND 0.0%
Value ($000) $14 Shares 311 Est. Cost $40.96 Unrealized
LOW LOWE'S COMPANIES COMMON 0.0%
Value ($000) $14 Shares 142 Est. Cost $78.69 Unrealized 0.0%
DUK DUKE ENERGY CORP. NEW COMMON 0.0%
Value ($000) $13 Shares 165 Est. Cost $53.49 Unrealized +5.5%
SJM JM SMUCKER NEW COMMON 0.0%
Value ($000) $13 Shares 122 Est. Cost $109.93 Unrealized -20.1%
BIDU BAIDU.COM SPONSORED ADR 0.0%
Value ($000) $12 Shares 50 Est. Cost $180.00 Unrealized
OGS ONE GAS INC COMMON 0.0%
Value ($000) $12 Shares 156 Est. Cost $42.74 Unrealized +66.4%
IJH ISHARES S&P MIDCAP 400 ETF 0.0%
Value ($000) $12 Shares 63 Est. Cost $190.48 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $12 Shares 505 Est. Cost $23.76 Unrealized
UNH UNITEDHEALTH GROUP INC COMMON 0.0%
Value ($000) $12 Shares 48 Est. Cost $183.08 Unrealized +15.9%
AFL AFLAC INC. COMMON 0.0%
Value ($000) $12 Shares 273 Est. Cost $37.56 Unrealized 0.0%
LUV SOUTHWEST AIRLINES CO COMMON 0.0%
Value ($000) $11 Shares 212 Est. Cost $47.77 Unrealized 0.0%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value ($000) $11 Shares 99 Est. Cost $99.13 Unrealized 0.0%
COST COSTCO WHOLESALE CORP COMMON 0.0%
Value ($000) $11 Shares 55 Est. Cost $125.22 Unrealized +42.0%
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value ($000) $10 Shares 77 Est. Cost $113.36 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP, INC. 0.0%
Value ($000) $10 Shares 184 Est. Cost $30.95 Unrealized +39.3%
1741046D STERIS PLC COMMON 0.0%
Value ($000) $9 Shares 90 Est. Cost $100.00 Unrealized
UNP UNION PACIFIC COMMON 0.0%
Value ($000) $9 Shares 60 Est. Cost $117.74 Unrealized 0.0%
ROST ROSS STORES, INC. COMMON 0.0%
Value ($000) $9 Shares 105 Est. Cost $75.43 Unrealized 0.0%
RSG REPUBLIC SERVICES INC COMMON 0.0%
Value ($000) $9 Shares 126 Est. Cost $59.86 Unrealized 0.0%
BDX BECTON, DICKINSON COMMON 0.0%
Value ($000) $9 Shares 36 Est. Cost $194.57 Unrealized +2.0%
PEN PENUMBRA INC COMMON 0.0%
Value ($000) $9 Shares 62 Est. Cost $103.27 Unrealized +37.8%
IP INTERNATIONAL PAPER COMMON 0.0%
Value ($000) $8 Shares 162 Est. Cost $34.75 Unrealized +4.6%
VOE VANGUARD MID CAP VALUE ETF 0.0%
Value ($000) $8 Shares 68 Est. Cost $86941.18 Unrealized
APD AIR PRODUCTS & CHEMICALS COMMON 0.0%
Value ($000) $8 Shares 50 Est. Cost $135.57 Unrealized 0.0%
SYK STRYKER CORP. COMMON 0.0%
Value ($000) $8 Shares 46 Est. Cost $154.79 Unrealized 0.0%
ACN ACCENTURE PLC COMMOM 0.0%
Value ($000) $7 Shares 44 Est. Cost $139.31 Unrealized 0.0%
XILINX CORP. COMMON 0.0%
Value ($000) $7 Shares 114 Est. Cost $61.40 Unrealized
VFC V.F. CORPORATION COMMON 0.0%
Value ($000) $7 Shares 88 Est. Cost $75.34 Unrealized 0.0%
AZN ASTRAZENECA PLC COMMON 0.0%
Value ($000) $7 Shares 200 Est. Cost $32.50 Unrealized
CAR AVIS BUDGET GROUP INC COMMON 0.0%
Value ($000) $7 Shares 200 Est. Cost $37.79 Unrealized +9.5%
AIZ ASSURANT INC COMMON 0.0%
Value ($000) $7 Shares 66 Est. Cost $81.44 Unrealized 0.0%
TXN TEXAS INSTRUMENTS COMMON 0.0%
Value ($000) $7 Shares 59 Est. Cost $68.06 Unrealized +28.2%
OXY OCCIDENTAL PETROLEUM COMMON 0.0%
Value ($000) $7 Shares 78 Est. Cost $66.34 Unrealized 0.0%
CDK GLOBAL INC COMMON 0.0%
Value ($000) $7 Shares 100 Est. Cost $21650.86 Unrealized
TWITTER INC COMMON 0.0%
Value ($000) $6 Shares 141 Est. Cost $42.55 Unrealized
USMV ISHARES EDGE MSCI MINIMUM 0.0%
Value ($000) $6 Shares 122 Est. Cost $49.18 Unrealized
OLED UNIVERSAL DISPLAY CORP COMMON 0.0%
Value ($000) $6 Shares 75 Est. Cost $68.17 Unrealized +32.7%
ZTS ZOETIS INC COMMON 0.0%
Value ($000) $6 Shares 65 Est. Cost $65.75 Unrealized +20.9%
MU MICRON TECHNOLOGY, INC. COMMON 0.0%
Value ($000) $6 Shares 118 Est. Cost $46.70 Unrealized +13.0%
HPQ HP INC COMMON 0.0%
Value ($000) $6 Shares 280 Est. Cost $14.60 Unrealized +18.0%
MOS THE MOSAIC COMPANY COMMON 0.0%
Value ($000) $6 Shares 200 Est. Cost $20.19 Unrealized +18.4%
AMD ADVANCED MICRO DEVICES COMMON 0.0%
Value ($000) $6 Shares 397 Est. Cost $11.86 Unrealized +7.2%
BCE BCE INC. COMMON 0.0%
Value ($000) $6 Shares 150 Est. Cost $27.00 Unrealized -3.6%
TDC TERADATA CORP COMMON 0.0%
Value ($000) $5 Shares 124 Est. Cost $41.61 Unrealized -3.3%
EGHT 8X8 INC. COMMON 0.0%
Value ($000) $5 Shares 250 Est. Cost $17.69 Unrealized +12.7%
VCIT VANGUARD INTERMEDIATE-TERM CORP 0.0%
Value ($000) $5 Shares 63 Est. Cost $79.37 Unrealized
OKTA OKTA INC COMMON 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.59 Unrealized 0.0%
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $5 Shares 44 Est. Cost $71.76 Unrealized +23.2%
MDT MEDTRONIC PLC COMMON 0.0%
Value ($000) $5 Shares 59 Est. Cost $59.41 Unrealized +15.4%
NEW RELIC INC COMMON 0.0%
Value ($000) $5 Shares 50 Est. Cost $100.00 Unrealized
LIT GLOBAL X LITHIUM AND BATTERY 0.0%
Value ($000) $4 Shares 132 Est. Cost $30.30 Unrealized
MSM MSC INDUSTRIAL DIRECT CO INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $72.67 Unrealized +24.6%
AMT AMERICAN TOWER REIT 0.0%
Value ($000) $4 Shares 28 Est. Cost $102.88 Unrealized +10.6%
TEKLA HEALTHCARE OPPORTUNITIES 0.0%
Value ($000) $4 Shares 250 Est. Cost $16.00 Unrealized
EAGLE GROWTH AND INCOME 0.0%
Value ($000) $4 Shares 250 Est. Cost $16.00 Unrealized
TRV TRAVELERS COS INC/THE COMMON 0.0%
Value ($000) $4 Shares 32 Est. Cost $105.47 Unrealized +5.1%
HUBS HUBSPOT INC COMMON 0.0%
Value ($000) $4 Shares 30 Est. Cost $83.92 Unrealized +41.1%
EMCLAIRE FINANCIAL CORP COMMON 0.0%
Value ($000) $4 Shares 103 Est. Cost $38.83 Unrealized
GLAXOSMITHKLINE PLC COMMON 0.0%
Value ($000) $4 Shares 100 Est. Cost $42.76 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $4 Shares 275 Est. Cost $11.22 Unrealized +16.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $4 Shares 66 Est. Cost $60.61 Unrealized
F FORD MOTOR COMMON 0.0%
Value ($000) $4 Shares 400 Est. Cost $7.67 Unrealized +0.9%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $4 Shares 11 Est. Cost $363.64 Unrealized
SYY SYSCO CORPORATION COMMON 0.0%
Value ($000) $4 Shares 64 Est. Cost $42.78 Unrealized +22.2%
LABORATORY CORP COMMON 0.0%
Value ($000) $4 Shares 24 Est. Cost $102400.00 Unrealized
AMPIO PHARMACEUTICALS INC. 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $4.00 Unrealized
ENBRIDGE ENERGY MANAGMENT LLC 0.0%
Value ($000) $3 Shares 283 Est. Cost $10.60 Unrealized
MSI MOTOROLA, INC. COMMON 0.0%
Value ($000) $3 Shares 23 Est. Cost $99.23 Unrealized 0.0%
APACHE CORP. COMMON 0.0%
Value ($000) $3 Shares 64 Est. Cost $59.49 Unrealized
MET METLIFE INC. COMMON 0.0%
Value ($000) $3 Shares 76 Est. Cost $34.92 Unrealized +2.9%
CGNX COGNEX CORPORATION COMMON STOCK 0.0%
Value ($000) $3 Shares 73 Est. Cost $55.17 Unrealized -19.8%
WM WASTE MANAGEMENT INC. COMMON 0.0%
Value ($000) $3 Shares 37 Est. Cost $62.53 Unrealized +16.2%
EDIT EDITAS MEDICINE INC COMMON 0.0%
Value ($000) $3 Shares 80 Est. Cost $25.18 Unrealized +40.6%
AEGON N.V. AMERICAN REG SHR 0.0%
Value ($000) $3 Shares 512 Est. Cost $5.84 Unrealized
DOWDUPONT INC COMMON 0.0%
Value ($000) $3 Shares 53 Est. Cost $70.03 Unrealized
PYPL PAYPAL HOLDINGS INC. COMMON 0.0%
Value ($000) $3 Shares 41 Est. Cost $69.88 Unrealized +13.8%
BMY BRISTOL-MYERS SQUIBB COMPANY 0.0%
Value ($000) $3 Shares 58 Est. Cost $39.90 Unrealized +1.8%
CAH CARDINAL HEALTH INC. COMMON 0.0%
Value ($000) $2 Shares 40 Est. Cost $54.41 Unrealized -17.1%
ANADARKO PETROLEUM COMMON 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.96 Unrealized
TOTAL SYSTEM SERVICES, INC. 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
ADSK AUTODESK, INC. COMMON 0.0%
Value ($000) $2 Shares 16 Est. Cost $132.48 Unrealized 0.0%
CITRIX SYSTEMS INC COMMON 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
NRG NRG ENERGY INC COMMON 0.0%
Value ($000) $2 Shares 50 Est. Cost $26.82 Unrealized 0.0%
MOMO INC ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $20.00 Unrealized
PRU PRUDENTIAL FINANCIAL INC. COMMON 0.0%
Value ($000) $2 Shares 21 Est. Cost $72.71 Unrealized -4.1%
KO COCA-COLA COMMON 0.0%
Value ($000) $2 Shares 45 Est. Cost $34.02 Unrealized 0.0%
MFC MANULIFE FINANCIAL INC. COMMON 0.0%
Value ($000) $2 Shares 129 Est. Cost $18.92 Unrealized -0.4%
VYX NCR CORPORATION COMMON 0.0%
Value ($000) $2 Shares 68 Est. Cost $20.29 Unrealized -7.0%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $2 Shares 10 Est. Cost $126.76 Unrealized
DXC DXC TECHNOLOGY COMPANY COMMON 0.0%
Value ($000) $2 Shares 23 Est. Cost $67.05 Unrealized +22.4%
AVGO BROADCOM INC COMMON (NEW) 0.0%
Value ($000) $2 Shares 9 Est. Cost $19.73 Unrealized 0.0%
L3 TECHNOLOGIES INC COMMON 0.0%
Value ($000) $2 Shares 11 Est. Cost $181.82 Unrealized
CNI CANADIAN NATIONAL RAILWAY COMMON 0.0%
Value ($000) $2 Shares 30 Est. Cost $69.39 Unrealized -0.7%
TJX TJX COMPANIES INC. COMMON 0.0%
Value ($000) $2 Shares 20 Est. Cost $31.69 Unrealized +24.8%
MUSA MURPHY USA INC COMMON 0.0%
Value ($000) $2 Shares 29 Est. Cost $67.13 Unrealized 0.0%
MRK MERCK & CO INC COMMON (NEW) 0.0%
Value ($000) $2 Shares 40 Est. Cost $40.04 Unrealized +11.2%
RED HAT INC. COMMON 0.0%
Value ($000) $2 Shares 13 Est. Cost $153.85 Unrealized
VOD VODAFONE GROUP PLC COMMON ADR 0.0%
Value ($000) $2 Shares 95 Est. Cost $31.58 Unrealized
SEAGATE TECHNOLOGY COMMON 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.14 Unrealized
PANW PALO ALTO NETWORKS INC COMMON 0.0%
Value ($000) $1 Shares 4 Est. Cost $33.34 Unrealized 0.0%
SCHW SCHWAB (CHARLES) CORPORATION 0.0%
Value ($000) $1 Shares 26 Est. Cost $49.84 Unrealized 0.0%
SPLUNK INC COMMON 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
MICRO FOCUS INTERNATIONAL PLC 0.0%
Value ($000) $1 Shares 37 Est. Cost $32.87 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $163.34 Unrealized -5.1%
VMWARE INC COMMON 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $287.35 Unrealized 0.0%
GWW GRAINGER (W.W.) INC. COMMON 0.0%
Value ($000) $1 Shares 3 Est. Cost $269.51 Unrealized 0.0%
XEROX CORPORATION NEW COMMON 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
DLB DOLBY LABORATORIES INC COMMON 0.0%
Value ($000) $1 Shares 12 Est. Cost $57.13 Unrealized 0.0%
BUD ANHEUSER-BUSCH INBEV SA ADR 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
CENTURYLINK COMMON 0.0%
Value ($000) $0 Shares 23 Est. Cost Unrealized
PERSPECTA INC COMMON 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
DKS DICKS SPORTING GOODS, INC. 0.0%
Value ($000) $0 Shares 13 Est. Cost $36.47 Unrealized -26.3%
SYNOVUS FINANCIAL CORP. COMMON 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
BHF BRIGHTHOUSE FINANCIAL INC COMMON 0.0%
Value ($000) $0 Shares 6 Est. Cost $59.99 Unrealized -19.8%
COHEN & STEERS INFRASTRUCTURE 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
FRONTIER COMMUNICATIONS NEW 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
FCX FREEPORT-MCMORAN COPPER COMMON 0.0%
Value ($000) $0 Shares 11 Est. Cost $15.42 Unrealized 0.0%
CNDT CONDUENT INC COMMON 0.0%
Value ($000) $0 Shares 24 Est. Cost $19.31 Unrealized 0.0%
IONS IONIS PHARMACEUTICALS INC COMMON 0.0%
Value ($000) $0 Shares 6 Est. Cost $44.30 Unrealized 0.0%
WDC WESTERN DIGITAL CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost $58.47 Unrealized 0.0%