Clearstead Advisors, LLC Diversified Active

CIK: 0000842775 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 8, 2019

Total Value ($000): $750,825 (99.8% shares, 0.2% debt)

Holdings (273)

VOO VANGUARD INDEX FDS 12.1%
Value ($000) $91,157 Shares 338,685 Est. Cost $208.34 Unrealized
VO VANGUARD INDEX FDS 4.7%
Value ($000) $35,555 Shares 212,702 Est. Cost $135.60 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 3.2%
Value ($000) $24,286 Shares 68,490 Est. Cost $310.06 Unrealized
ILCG ISHARES TR 2.7%
Value ($000) $20,416 Shares 106,419 Est. Cost $140.79 Unrealized
JPM JPMORGAN CHASE & CO 2.7%
Value ($000) $20,394 Shares 182,414 Est. Cost $70.18 Unrealized +31.1%
SDY SPDR SERIES TRUST 2.6%
Value ($000) $19,739 Shares 195,669 Est. Cost $86.36 Unrealized
QQQ INVESCO QQQ TR 2.6%
Value ($000) $19,709 Shares 105,541 Est. Cost $174.13 Unrealized
MSFT MICROSOFT CORP 2.5%
Value ($000) $18,952 Shares 141,479 Est. Cost $59.86 Unrealized +99.7%
AAPL APPLE INC 2.5%
Value ($000) $18,570 Shares 93,826 Est. Cost $32.73 Unrealized +42.4%
IJH ISHARES TR 2.5%
Value ($000) $18,564 Shares 95,560 Est. Cost $169.58 Unrealized
IWV ISHARES TR 2.2%
Value ($000) $16,377 Shares 95,015 Est. Cost $137.89 Unrealized
EFA ISHARES TR 1.9%
Value ($000) $14,074 Shares 214,112 Est. Cost $59.76 Unrealized
XOM EXXON MOBIL CORP 1.8%
Value ($000) $13,494 Shares 176,090 Est. Cost $57.91 Unrealized -1.8%
IVV ISHARES TR 1.6%
Value ($000) $12,182 Shares 41,330 Est. Cost $230.23 Unrealized
VNQ VANGUARD INDEX FDS 1.5%
Value ($000) $10,974 Shares 125,560 Est. Cost $82.93 Unrealized
PEP PEPSICO INC 1.3%
Value ($000) $9,608 Shares 73,268 Est. Cost $80.29 Unrealized +30.5%
CVGI COMMERCIAL VEH GROUP INC 1.2%
Value ($000) $8,846 Shares 1,102,979 Est. Cost $7.25 Unrealized +7.6%
IEF ISHARES TR 1.1%
Value ($000) $8,050 Shares 73,167 Est. Cost $110.02 Unrealized
DIS DISNEY WALT CO 1.0%
Value ($000) $7,136 Shares 51,099 Est. Cost $95.62 Unrealized +33.9%
PGR PROGRESSIVE CORP OHIO 0.9%
Value ($000) $7,021 Shares 87,844 Est. Cost $25.67 Unrealized +147.3%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $6,947 Shares 49,882 Est. Cost $97.85 Unrealized +17.3%
HD HOME DEPOT INC 0.9%
Value ($000) $6,873 Shares 33,052 Est. Cost $108.62 Unrealized +56.1%
ABT ABBOTT LABS 0.9%
Value ($000) $6,847 Shares 81,413 Est. Cost $34.51 Unrealized +103.5%
IWR ISHARES TR 0.9%
Value ($000) $6,636 Shares 118,775 Est. Cost $79.19 Unrealized
IJR ISHARES TR 0.9%
Value ($000) $6,608 Shares 84,419 Est. Cost $86.46 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $6,366 Shares 29,863 Est. Cost $164.56 Unrealized +25.7%
USMV ISHARES TR 0.8%
Value ($000) $6,115 Shares 99,053 Est. Cost $47.79 Unrealized
COVIA HLDGS CORP 0.8%
Value ($000) $6,075 Shares 3,099,701 Est. Cost $17.42 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.8%
Value ($000) $5,967 Shares 72,491 Est. Cost $88.79 Unrealized -6.4%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $5,747 Shares 52,416 Est. Cost $67.59 Unrealized +33.9%
INTC INTEL CORP 0.7%
Value ($000) $5,477 Shares 114,421 Est. Cost $30.23 Unrealized +42.6%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $5,388 Shares 18,390 Est. Cost $245.15 Unrealized
ZION ZIONS BANCORPORATION N A 0.7%
Value ($000) $5,334 Shares 116,002 Est. Cost $43.44 Unrealized +6.5%
CSCO CISCO SYS INC 0.7%
Value ($000) $5,184 Shares 94,715 Est. Cost $27.82 Unrealized +62.4%
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value ($000) $5,150 Shares 31,147 Est. Cost $76.91 Unrealized +83.3%
IEFA ISHARES TR 0.7%
Value ($000) $5,139 Shares 83,700 Est. Cost $56.33 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $5,042 Shares 116,394 Est. Cost $21.65 Unrealized +35.0%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $5,009 Shares 40,253 Est. Cost $76.61 Unrealized +17.8%
IVW ISHARES TR 0.7%
Value ($000) $4,937 Shares 27,544 Est. Cost $122.66 Unrealized
IVE ISHARES TR 0.6%
Value ($000) $4,693 Shares 40,260 Est. Cost $101.38 Unrealized
MRK MERCK & CO INC 0.6%
Value ($000) $4,571 Shares 54,509 Est. Cost $45.85 Unrealized +35.5%
GOOGL ALPHABET INC 0.6%
Value ($000) $4,497 Shares 4,153 Est. Cost $41.68 Unrealized +37.8%
WFC WELLS FARGO CO NEW 0.6%
Value ($000) $4,301 Shares 90,900 Est. Cost $40.43 Unrealized -3.3%
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $4,218 Shares 28,104 Est. Cost $144.79 Unrealized
IWM ISHARES TR 0.6%
Value ($000) $4,161 Shares 26,756 Est. Cost $135.82 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $4,147 Shares 2,190 Est. Cost $50.45 Unrealized +84.6%
NKE NIKE INC 0.5%
Value ($000) $4,056 Shares 48,318 Est. Cost $45.58 Unrealized +69.1%
KEY KEYCORP NEW 0.5%
Value ($000) $3,991 Shares 224,860 Est. Cost $12.55 Unrealized -2.3%
MMM 3M CO 0.5%
Value ($000) $3,945 Shares 22,757 Est. Cost $114.57 Unrealized +5.3%
IWB ISHARES TR 0.5%
Value ($000) $3,752 Shares 23,051 Est. Cost $139.21 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.5%
Value ($000) $3,575 Shares 258,708 Est. Cost $10.80 Unrealized -8.9%
MCD MCDONALDS CORP 0.5%
Value ($000) $3,543 Shares 17,060 Est. Cost $105.64 Unrealized +60.7%
KO COCA COLA CO 0.5%
Value ($000) $3,487 Shares 68,478 Est. Cost $32.27 Unrealized +23.7%
EEM ISHARES TR 0.5%
Value ($000) $3,405 Shares 79,343 Est. Cost $38.63 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $3,301 Shares 12,491 Est. Cost $152.40 Unrealized +48.7%
BAC BANK AMER CORP 0.4%
Value ($000) $3,159 Shares 108,935 Est. Cost $18.67 Unrealized +31.2%
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $3,091 Shares 60,613 Est. Cost $47.90 Unrealized
QLD PROSHARES TR 0.4%
Value ($000) $2,982 Shares 31,063 Est. Cost $94.27 Unrealized
TFSL TFS FINL CORP 0.4%
Value ($000) $2,971 Shares 164,442 Est. Cost $9.68 Unrealized +7.6%
VIG VANGUARD GROUP 0.4%
Value ($000) $2,817 Shares 24,461 Est. Cost $98.75 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.4%
Value ($000) $2,789 Shares 66,876 Est. Cost $37.98 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $2,699 Shares 2,497 Est. Cost $42.20 Unrealized +35.7%
VB VANGUARD INDEX FDS 0.4%
Value ($000) $2,638 Shares 16,838 Est. Cost $144.34 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $2,467 Shares 19,988 Est. Cost $64.76 Unrealized +66.0%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $2,365 Shares 17,148 Est. Cost $102.67 Unrealized -3.9%
ABBV ABBVIE INC 0.3%
Value ($000) $2,324 Shares 31,959 Est. Cost $44.14 Unrealized +34.5%
VXUS VANGUARD STAR FD 0.3%
Value ($000) $2,287 Shares 43,350 Est. Cost $52.66 Unrealized
V VISA INC 0.3%
Value ($000) $2,242 Shares 12,920 Est. Cost $90.68 Unrealized +72.4%
VXF VANGUARD INDEX FDS 0.3%
Value ($000) $2,210 Shares 18,635 Est. Cost $97.65 Unrealized
BA BOEING CO 0.3%
Value ($000) $2,200 Shares 6,042 Est. Cost $218.97 Unrealized +63.1%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $2,192 Shares 48,333 Est. Cost $39.97 Unrealized -9.6%
BIP BROOKFIELD INFRAST PARTNERS 0.3%
Value ($000) $2,185 Shares 50,879 Est. Cost $40.96 Unrealized
WMT WALMART INC 0.3%
Value ($000) $2,136 Shares 19,336 Est. Cost $20.08 Unrealized +55.9%
NVS NOVARTIS A G 0.3%
Value ($000) $2,043 Shares 22,371 Est. Cost $74.52 Unrealized
IEMG ISHARES INC 0.3%
Value ($000) $2,034 Shares 39,546 Est. Cost $49.38 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $2,025 Shares 18,790 Est. Cost $105.04 Unrealized
ACWX ISHARES TR 0.3%
Value ($000) $2,022 Shares 43,240 Est. Cost $41.96 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $2,010 Shares 10,415 Est. Cost $151.17 Unrealized +20.0%
AMGN AMGEN INC 0.3%
Value ($000) $2,009 Shares 10,902 Est. Cost $120.65 Unrealized +21.2%
MA MASTERCARD INC 0.3%
Value ($000) $1,992 Shares 7,530 Est. Cost $149.55 Unrealized +61.4%
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $1,963 Shares 15,073 Est. Cost $115.63 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $1,938 Shares 34,011 Est. Cost $38.03 Unrealized +29.3%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,931 Shares 26,939 Est. Cost $55.37 Unrealized +9.9%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,920 Shares 16,729 Est. Cost $60.50 Unrealized +53.3%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,920 Shares 7,868 Est. Cost $142.74 Unrealized +51.0%
DVY ISHARES TR 0.3%
Value ($000) $1,884 Shares 18,920 Est. Cost $88.66 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,828 Shares 32,000 Est. Cost $31.54 Unrealized +26.9%
CSX CSX CORP 0.2%
Value ($000) $1,779 Shares 22,992 Est. Cost $16.33 Unrealized +44.2%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,729 Shares 9,905 Est. Cost $99.20 Unrealized +39.8%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,662 Shares 4,573 Est. Cost $239.76 Unrealized +16.7%
EMR EMERSON ELEC CO 0.2%
Value ($000) $1,640 Shares 24,573 Est. Cost $44.59 Unrealized +28.9%
NDSN NORDSON CORP 0.2%
Value ($000) $1,625 Shares 11,500 Est. Cost $95.11 Unrealized +34.7%
DHR DANAHER CORPORATION 0.2%
Value ($000) $1,586 Shares 11,094 Est. Cost $67.59 Unrealized +70.1%
LLY LILLY ELI & CO 0.2%
Value ($000) $1,548 Shares 13,975 Est. Cost $68.56 Unrealized +57.5%
IWF ISHARES TR 0.2%
Value ($000) $1,502 Shares 9,548 Est. Cost $126.69 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,501 Shares 4,644 Est. Cost $203.76 Unrealized +31.2%
SYY SYSCO CORP 0.2%
Value ($000) $1,392 Shares 19,679 Est. Cost $41.46 Unrealized +43.6%
TGT TARGET CORP 0.2%
Value ($000) $1,387 Shares 16,014 Est. Cost $55.82 Unrealized +21.3%
GENERAL ELECTRIC CO 0.2%
Value ($000) $1,367 Shares 130,146 Est. Cost $29.71 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,360 Shares 15,136 Est. Cost $85.08 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,324 Shares 13,590 Est. Cost $65.66 Unrealized +16.0%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $1,299 Shares 2,834 Est. Cost $100.29 Unrealized +40.5%
IWP ISHARES TR 0.2%
Value ($000) $1,295 Shares 9,084 Est. Cost $97.40 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,273 Shares 4 Est. Cost $230816.08 Unrealized +34.7%
T AT&T INC 0.2%
Value ($000) $1,244 Shares 37,118 Est. Cost $15.53 Unrealized -2.9%
IJK ISHARES TR 0.2%
Value ($000) $1,239 Shares 5,475 Est. Cost $187.26 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $1,236 Shares 14,842 Est. Cost $57.14 Unrealized +25.0%
UEIC UNIVERSAL ELECTRS INC 0.2%
Value ($000) $1,230 Shares 29,995 Est. Cost $58.63 Unrealized -31.7%
LOW LOWES COS INC 0.2%
Value ($000) $1,215 Shares 12,043 Est. Cost $62.68 Unrealized +49.1%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,173 Shares 27,754 Est. Cost $29.65 Unrealized +19.8%
PRF INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,161 Shares 9,954 Est. Cost $106.86 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $1,126 Shares 8,854 Est. Cost $113.25 Unrealized
DGRW WISDOMTREE TR 0.1%
Value ($000) $1,107 Shares 25,370 Est. Cost $39.11 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $1,062 Shares 9,283 Est. Cost $73.56 Unrealized +50.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $1,046 Shares 12,175 Est. Cost $54.24 Unrealized +38.2%
DTD WISDOMTREE TR 0.1%
Value ($000) $1,038 Shares 10,686 Est. Cost $81.53 Unrealized
BB&T CORP 0.1%
Value ($000) $1,018 Shares 20,726 Est. Cost $46.71 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $980 Shares 6,501 Est. Cost $107.13 Unrealized +20.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $972 Shares 18,395 Est. Cost $43.70 Unrealized +11.4%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $927 Shares 5,480 Est. Cost $113.69 Unrealized +30.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $911 Shares 8,823 Est. Cost $80.94 Unrealized -1.0%
IWN ISHARES TR 0.1%
Value ($000) $883 Shares 7,325 Est. Cost $119.32 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $875 Shares 15,614 Est. Cost $57.99 Unrealized -13.8%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $869 Shares 15,172 Est. Cost $55.21 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $865 Shares 5,106 Est. Cost $156.50 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $809 Shares 10,782 Est. Cost $27.24 Unrealized 0.0%
BND VANGUARD BD INDEX FD INC 0.1%
Value ($000) $800 Shares 9,635 Est. Cost $79.99 Unrealized
DE DEERE & CO 0.1%
Value ($000) $799 Shares 4,821 Est. Cost $93.59 Unrealized +51.1%
CB CHUBB LIMITED 0.1%
Value ($000) $798 Shares 5,416 Est. Cost $108.37 Unrealized +19.4%
IEI ISHARES TR 0.1%
Value ($000) $784 Shares 6,235 Est. Cost $122.14 Unrealized
BLACKROCK INC 0.1%
Value ($000) $782 Shares 1,666 Est. Cost $422.62 Unrealized
CELGENE CORP 0.1%
Value ($000) $775 Shares 8,381 Est. Cost $113.05 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $775 Shares 18,214 Est. Cost $38.84 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $775 Shares 16,354 Est. Cost $35.63 Unrealized -13.2%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $768 Shares 4,516 Est. Cost $143.01 Unrealized +9.4%
ISHARES GOLD TRUST 0.1%
Value ($000) $747 Shares 55,322 Est. Cost $11.11 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $737 Shares 3,606 Est. Cost $91.68 Unrealized +83.4%
ALL ALLSTATE CORP 0.1%
Value ($000) $709 Shares 6,970 Est. Cost $66.67 Unrealized +25.2%
CVS CVS HEALTH CORP 0.1%
Value ($000) $707 Shares 12,981 Est. Cost $60.22 Unrealized -27.6%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $696 Shares 3,077 Est. Cost $147.13 Unrealized +19.8%
PPG PPG INDS INC 0.1%
Value ($000) $691 Shares 5,920 Est. Cost $96.95 Unrealized +3.5%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $671 Shares 6,870 Est. Cost $85.25 Unrealized +1.9%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $667 Shares 23,098 Est. Cost $27.76 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $661 Shares 64,560 Est. Cost $7.12 Unrealized -0.2%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $655 Shares 14,840 Est. Cost $37.12 Unrealized +4.5%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $638 Shares 2,800 Est. Cost $110.57 Unrealized +86.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $635 Shares 3,101 Est. Cost $25.41 Unrealized +64.5%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $632 Shares 4,746 Est. Cost $112.51 Unrealized
ACWV ISHARES INC 0.1%
Value ($000) $629 Shares 6,830 Est. Cost $81.28 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $629 Shares 3,076 Est. Cost $167.06 Unrealized +1.2%
YUM YUM BRANDS INC 0.1%
Value ($000) $620 Shares 5,598 Est. Cost $54.71 Unrealized +68.0%
C CITIGROUP INC 0.1%
Value ($000) $613 Shares 8,747 Est. Cost $45.94 Unrealized +15.1%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $607 Shares 4,423 Est. Cost $87.45 Unrealized +19.0%
ADBE ADOBE INC 0.1%
Value ($000) $604 Shares 2,050 Est. Cost $240.43 Unrealized +15.5%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $604 Shares 3,270 Est. Cost $142.73 Unrealized +14.7%
NVDA NVIDIA CORP 0.1%
Value ($000) $596 Shares 3,633 Est. Cost $4.02 Unrealized +2.4%
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $589 Shares 5,680 Est. Cost $60.38 Unrealized +33.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $584 Shares 6,968 Est. Cost $48.04 Unrealized +41.4%
FULT FULTON FINL CORP PA 0.1%
Value ($000) $573 Shares 35,000 Est. Cost $12.05 Unrealized +2.9%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $560 Shares 14,083 Est. Cost $62.21 Unrealized -45.9%
ARKK ARK ETF TR 0.1%
Value ($000) $550 Shares 11,461 Est. Cost $39.02 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $549 Shares 6,297 Est. Cost $86.55 Unrealized
NEW YORK CMNTY BANCORP INC 0.1%
Value ($000) $542 Shares 54,277 Est. Cost $13.97 Unrealized
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $538 Shares 9,417 Est. Cost $55.41 Unrealized
INDY ISHARES TR 0.1%
Value ($000) $533 Shares 13,892 Est. Cost $35.20 Unrealized
SPHD INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $532 Shares 12,631 Est. Cost $38.70 Unrealized
RWO SPDR INDEX SHS FDS 0.1%
Value ($000) $525 Shares 10,522 Est. Cost $47.40 Unrealized
DOW DOW INC 0.1%
Value ($000) $519 Shares 10,531 Est. Cost $36.37 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $518 Shares 2,601 Est. Cost $92.88 Unrealized +86.6%
LINDE PLC 0.1%
Value ($000) $499 Shares 2,483 Est. Cost $176.70 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $496 Shares 9,077 Est. Cost $81.88 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $493 Shares 3,696 Est. Cost $87.64 Unrealized +16.6%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $489 Shares 9,065 Est. Cost $38.45 Unrealized +14.7%
BP BP PLC 0.1%
Value ($000) $486 Shares 11,664 Est. Cost $37.46 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value ($000) $478 Shares 4,056 Est. Cost $100.75 Unrealized +10.1%
SCHW THE CHARLES SCHWAB CORPORATI 0.1%
Value ($000) $472 Shares 11,750 Est. Cost $40.69 Unrealized -2.5%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $470 Shares 7,225 Est. Cost $57.89 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $460 Shares 1,630 Est. Cost $164.62 Unrealized +51.8%
HPQ HP INC 0.1%
Value ($000) $460 Shares 22,116 Est. Cost $18.24 Unrealized -13.8%
USB US BANCORP DEL 0.1%
Value ($000) $459 Shares 8,764 Est. Cost $36.96 Unrealized +5.3%
TSLA TESLA INC 0.1%
Value ($000) $457 Shares 2,044 Est. Cost $17.03 Unrealized -8.6%
TIP ISHARES TR 0.1%
Value ($000) $452 Shares 3,915 Est. Cost $113.27 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $444 Shares 5,394 Est. Cost $56.52 Unrealized +23.1%
ENTA ENANTA PHARMACEUTICALS INC 0.1%
Value ($000) $427 Shares 5,064 Est. Cost $40.20 Unrealized +123.8%
PSX PHILLIPS 66 0.1%
Value ($000) $420 Shares 4,489 Est. Cost $59.96 Unrealized +14.2%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $418 Shares 1,424 Est. Cost $157.75 Unrealized +71.6%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $418 Shares 4,744 Est. Cost $52.83 Unrealized +29.1%
MPC MARATHON PETE CORP 0.1%
Value ($000) $412 Shares 7,368 Est. Cost $47.46 Unrealized -6.7%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $409 Shares 1,623 Est. Cost $153.14 Unrealized +37.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $400 Shares 3,540 Est. Cost $79.45 Unrealized +20.8%
HDV ISHARES TR 0.1%
Value ($000) $400 Shares 4,232 Est. Cost $84.27 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $397 Shares 6,507 Est. Cost $35.99 Unrealized +36.8%
IJJ ISHARES TR 0.1%
Value ($000) $395 Shares 2,475 Est. Cost $145.23 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value ($000) $392 Shares 4,783 Est. Cost $59.89 Unrealized +3.5%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $388 Shares 6,062 Est. Cost $57.04 Unrealized
SPLV INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $385 Shares 7,000 Est. Cost $47.43 Unrealized
ATR APTARGROUP INC 0.1%
Value ($000) $385 Shares 3,099 Est. Cost $79.94 Unrealized +31.0%
CRM SALESFORCE COM INC 0.1%
Value ($000) $382 Shares 2,518 Est. Cost $154.83 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $363 Shares 3,139 Est. Cost $118.07 Unrealized 0.0%
BAX BAXTER INTL INC 0.0%
Value ($000) $359 Shares 4,384 Est. Cost $63.29 Unrealized +8.2%
FBT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $357 Shares 2,534 Est. Cost $140.88 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $356 Shares 3,317 Est. Cost $87.38 Unrealized +20.4%
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $347 Shares 185 Est. Cost $1901.13 Unrealized -7.1%
ANADARKO PETE CORP 0.0%
Value ($000) $339 Shares 4,800 Est. Cost $48.90 Unrealized
DEO DIAGEO P L C 0.0%
Value ($000) $333 Shares 1,935 Est. Cost $149.60 Unrealized
JD JD COM INC 0.0%
Value ($000) $329 Shares 10,875 Est. Cost $30.25 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $327 Shares 4,910 Est. Cost $52.58 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $326 Shares 4,740 Est. Cost $39.50 Unrealized +11.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $325 Shares 4,276 Est. Cost $51.46 Unrealized +21.9%
SYK STRYKER CORP 0.0%
Value ($000) $321 Shares 1,561 Est. Cost $125.32 Unrealized +41.9%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $319 Shares 1,743 Est. Cost $125.48 Unrealized +25.1%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $314 Shares 1,818 Est. Cost $129.58 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $313 Shares 10,568 Est. Cost $25.02 Unrealized 0.0%
IYR ISHARES TR 0.0%
Value ($000) $312 Shares 3,572 Est. Cost $77.07 Unrealized
WU WESTERN UN CO 0.0%
Value ($000) $308 Shares 15,500 Est. Cost $21.74 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $304 Shares 6,317 Est. Cost $45.23 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $298 Shares 1,992 Est. Cost $107.54 Unrealized +16.2%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $294 Shares 2,250 Est. Cost $121.57 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $294 Shares 3,244 Est. Cost $74.09 Unrealized +7.7%
EHTH EHEALTH INC 0.0%
Value ($000) $293 Shares 3,405 Est. Cost $55.11 Unrealized +22.1%
GLW CORNING INC 0.0%
Value ($000) $292 Shares 8,775 Est. Cost $22.37 Unrealized +19.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $291 Shares 4,563 Est. Cost $72.31 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $289 Shares 3,463 Est. Cost $56.43 Unrealized +15.1%
TDS TELEPHONE & DATA SYS INC 0.0%
Value ($000) $289 Shares 9,517 Est. Cost $27.16 Unrealized +15.0%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $286 Shares 2,425 Est. Cost $85.12 Unrealized +18.4%
D DOMINION ENERGY INC 0.0%
Value ($000) $282 Shares 3,652 Est. Cost $53.28 Unrealized +6.7%
MOD MODINE MFG CO 0.0%
Value ($000) $278 Shares 19,460 Est. Cost $12.59 Unrealized +13.6%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $277 Shares 3,439 Est. Cost $78.17 Unrealized
ALC ALCON INC 0.0%
Value ($000) $271 Shares 4,372 Est. Cost $57.87 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $269 Shares 2,473 Est. Cost $16.35 Unrealized +14.0%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $269 Shares 2,639 Est. Cost $75.54 Unrealized +11.6%
HIFS HINGHAM INSTN SVGS MASS 0.0%
Value ($000) $267 Shares 1,350 Est. Cost $192.17 Unrealized -11.3%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $265 Shares 3,522 Est. Cost $65.63 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $264 Shares 6,861 Est. Cost $34.73 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $260 Shares 1,584 Est. Cost $167.73 Unrealized -7.7%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $258 Shares 3,287 Est. Cost $61.47 Unrealized -5.2%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $253 Shares 8,756 Est. Cost $24.21 Unrealized 0.0%
EBAY EBAY INC 0.0%
Value ($000) $252 Shares 6,382 Est. Cost $33.63 Unrealized 0.0%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $249 Shares 3,548 Est. Cost $70.18 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $248 Shares 4,927 Est. Cost $56.08 Unrealized -12.9%
CLX CLOROX CO DEL 0.0%
Value ($000) $246 Shares 1,604 Est. Cost $125.69 Unrealized 0.0%
KANSAS CITY SOUTHERN 0.0%
Value ($000) $244 Shares 2,000 Est. Cost $122.00 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $242 Shares 2,602 Est. Cost $70.34 Unrealized 0.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $238 Shares 2,295 Est. Cost $84.75 Unrealized +0.8%
UBS UBS GROUP AG 0.0%
Value ($000) $237 Shares 20,000 Est. Cost $15.06 Unrealized -18.6%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $234 Shares 5,072 Est. Cost $39.39 Unrealized +10.2%
RPM RPM INTL INC 0.0%
Value ($000) $234 Shares 3,823 Est. Cost $60.62 Unrealized -2.6%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $233 Shares 2,720 Est. Cost $62.40 Unrealized +1.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $228 Shares 4,492 Est. Cost $47.57 Unrealized 0.0%
SPLUNK INC 0.0%
Value ($000) $228 Shares 1,813 Est. Cost $125.76 Unrealized
WMB WILLIAMS COS INC DEL 0.0%
Value ($000) $227 Shares 8,112 Est. Cost $16.89 Unrealized +13.6%
ICF ISHARES TR 0.0%
Value ($000) $225 Shares 2,000 Est. Cost $111.00 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $222 Shares 5,450 Est. Cost $33.53 Unrealized +1.7%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $220 Shares 1,371 Est. Cost $141.56 Unrealized 0.0%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $218 Shares 3,000 Est. Cost $63.91 Unrealized +20.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $217 Shares 3,427 Est. Cost $62.66 Unrealized -5.2%
CEDAR FAIR L P 0.0%
Value ($000) $216 Shares 4,534 Est. Cost $47.33 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $215 Shares 1,650 Est. Cost $87.33 Unrealized +10.6%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $215 Shares 2,751 Est. Cost $78.15 Unrealized
XYZ SQUARE INC 0.0%
Value ($000) $213 Shares 2,932 Est. Cost $69.86 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $212 Shares 2,100 Est. Cost $71.50 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $210 Shares 805 Est. Cost $221.02 Unrealized +10.2%
LAM RESEARCH CORP 0.0%
Value ($000) $207 Shares 1,102 Est. Cost $179.05 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $206 Shares 1,305 Est. Cost $190.77 Unrealized -24.9%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $204 Shares 421 Est. Cost $347.24 Unrealized 0.0%
ET ENERGY TRANSFER LP 0.0%
Value ($000) $203 Shares 14,419 Est. Cost $15.22 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $203 Shares 1,029 Est. Cost $175.18 Unrealized 0.0%
GVI ISHARES TR 0.0%
Value ($000) $201 Shares 1,793 Est. Cost $112.10 Unrealized
REGIS CORP MINN 0.0%
Value ($000) $166 Shares 10,000 Est. Cost $10.30 Unrealized
FST TR NEW OPPORT MLP & ENE 0.0%
Value ($000) $128 Shares 13,559 Est. Cost $9.44 Unrealized
XPRESSPA GROUP INC 0.0%
Value ($000) $93 Shares 47,915 Est. Cost $2.40 Unrealized
CHARLES & COLVARD LTD 0.0%
Value ($000) $16 Shares 10,000 Est. Cost $1.10 Unrealized
SOLIGENIX INC 0.0%
Value ($000) $9 Shares 12,500 Est. Cost $0.88 Unrealized