Clearstead Advisors, LLC Diversified Active

CIK: 0000842775 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 12, 2019

Total Value ($000): $747,232 (100.0% shares, 0.0% debt)

Holdings (266)

VOO VANGUARD INDEX FDS 12.0%
Value ($000) $89,444 Shares 328,114 Est. Cost $208.34 Unrealized
VO VANGUARD INDEX FDS 4.6%
Value ($000) $34,138 Shares 203,686 Est. Cost $135.60 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 3.2%
Value ($000) $24,103 Shares 68,383 Est. Cost $310.06 Unrealized
ILCG ISHARES TR 3.0%
Value ($000) $22,587 Shares 117,977 Est. Cost $145.75 Unrealized
QQQ INVESCO QQQ TR 2.9%
Value ($000) $21,816 Shares 115,545 Est. Cost $175.40 Unrealized
JPM JPMORGAN CHASE & CO 2.9%
Value ($000) $21,530 Shares 182,937 Est. Cost $70.18 Unrealized +35.5%
AAPL APPLE INC 2.7%
Value ($000) $20,468 Shares 91,388 Est. Cost $32.73 Unrealized +53.5%
SDY SPDR SERIES TRUST 2.7%
Value ($000) $20,195 Shares 196,835 Est. Cost $86.36 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $19,226 Shares 138,285 Est. Cost $59.86 Unrealized +117.0%
IJH ISHARES TR 2.5%
Value ($000) $18,544 Shares 95,970 Est. Cost $169.58 Unrealized
IWV ISHARES TR 2.2%
Value ($000) $16,387 Shares 94,304 Est. Cost $137.89 Unrealized
EFA ISHARES TR 1.8%
Value ($000) $13,317 Shares 204,210 Est. Cost $59.76 Unrealized
IVV ISHARES TR 1.6%
Value ($000) $12,218 Shares 40,927 Est. Cost $230.23 Unrealized
XOM EXXON MOBIL CORP 1.6%
Value ($000) $12,072 Shares 170,960 Est. Cost $57.91 Unrealized -7.2%
IEF ISHARES TR 1.5%
Value ($000) $11,529 Shares 102,505 Est. Cost $110.72 Unrealized
VNQ VANGUARD INDEX FDS 1.5%
Value ($000) $11,376 Shares 121,994 Est. Cost $82.93 Unrealized
PEP PEPSICO INC 1.3%
Value ($000) $9,868 Shares 71,978 Est. Cost $80.29 Unrealized +36.2%
HD HOME DEPOT INC 1.0%
Value ($000) $7,154 Shares 30,834 Est. Cost $108.62 Unrealized +72.2%
PGR PROGRESSIVE CORP OHIO 1.0%
Value ($000) $7,145 Shares 92,498 Est. Cost $27.63 Unrealized +133.9%
USMV ISHARES TR 0.9%
Value ($000) $6,980 Shares 108,889 Est. Cost $49.26 Unrealized
DIS DISNEY WALT CO 0.9%
Value ($000) $6,827 Shares 52,389 Est. Cost $96.57 Unrealized +39.0%
ABT ABBOTT LABS 0.9%
Value ($000) $6,495 Shares 77,626 Est. Cost $34.51 Unrealized +120.5%
IJR ISHARES TR 0.9%
Value ($000) $6,436 Shares 82,683 Est. Cost $86.46 Unrealized
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $6,356 Shares 51,100 Est. Cost $67.59 Unrealized +49.4%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $6,342 Shares 49,015 Est. Cost $97.85 Unrealized +12.4%
IWR ISHARES TR 0.8%
Value ($000) $6,310 Shares 112,776 Est. Cost $79.19 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.8%
Value ($000) $6,257 Shares 72,120 Est. Cost $88.79 Unrealized -5.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $6,242 Shares 30,006 Est. Cost $164.56 Unrealized +25.2%
COVIA HLDGS CORP 0.8%
Value ($000) $6,191 Shares 3,064,729 Est. Cost $17.42 Unrealized
INTC INTEL CORP 0.8%
Value ($000) $5,941 Shares 115,283 Est. Cost $30.23 Unrealized +42.3%
IEFA ISHARES TR 0.7%
Value ($000) $5,287 Shares 86,567 Est. Cost $56.49 Unrealized
ZION ZIONS BANCORPORATION N A 0.7%
Value ($000) $5,164 Shares 116,002 Est. Cost $43.44 Unrealized -0.5%
GOOGL ALPHABET INC 0.7%
Value ($000) $5,091 Shares 4,169 Est. Cost $41.68 Unrealized +41.0%
CVGI COMMERCIAL VEH GROUP INC 0.7%
Value ($000) $5,085 Shares 705,315 Est. Cost $7.25 Unrealized +0.9%
IVW ISHARES TR 0.6%
Value ($000) $4,820 Shares 26,775 Est. Cost $122.66 Unrealized
IVE ISHARES TR 0.6%
Value ($000) $4,683 Shares 39,307 Est. Cost $101.38 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $4,676 Shares 28,970 Est. Cost $76.91 Unrealized +87.2%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $4,676 Shares 39,425 Est. Cost $76.61 Unrealized +19.5%
CSCO CISCO SYS INC 0.6%
Value ($000) $4,570 Shares 92,489 Est. Cost $27.82 Unrealized +53.8%
MRK MERCK & CO INC 0.6%
Value ($000) $4,543 Shares 53,972 Est. Cost $45.85 Unrealized +42.8%
NKE NIKE INC 0.6%
Value ($000) $4,447 Shares 47,354 Est. Cost $45.58 Unrealized +72.8%
WFC WELLS FARGO CO NEW 0.6%
Value ($000) $4,445 Shares 88,121 Est. Cost $40.43 Unrealized -1.6%
AMZN AMAZON COM INC 0.6%
Value ($000) $4,189 Shares 2,413 Est. Cost $54.36 Unrealized +70.6%
PFE PFIZER INC 0.6%
Value ($000) $4,153 Shares 115,588 Est. Cost $21.65 Unrealized +24.8%
QLD PROSHARES TR 0.5%
Value ($000) $4,066 Shares 42,034 Est. Cost $94.91 Unrealized
IWM ISHARES TR 0.5%
Value ($000) $3,908 Shares 25,821 Est. Cost $135.82 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $3,856 Shares 12,993 Est. Cost $245.15 Unrealized
IWB ISHARES TR 0.5%
Value ($000) $3,796 Shares 23,069 Est. Cost $139.21 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $3,768 Shares 13,078 Est. Cost $157.06 Unrealized +63.2%
KO COCA COLA CO 0.5%
Value ($000) $3,758 Shares 69,037 Est. Cost $32.27 Unrealized +36.2%
MMM 3M CO 0.5%
Value ($000) $3,710 Shares 22,566 Est. Cost $114.57 Unrealized -3.4%
HBAN HUNTINGTON BANCSHARES INC 0.5%
Value ($000) $3,692 Shares 258,708 Est. Cost $10.80 Unrealized -6.2%
MCD MCDONALDS CORP 0.5%
Value ($000) $3,630 Shares 16,907 Est. Cost $105.64 Unrealized +74.9%
KEY KEYCORP NEW 0.5%
Value ($000) $3,436 Shares 192,578 Est. Cost $12.55 Unrealized +1.1%
EEM ISHARES TR 0.5%
Value ($000) $3,364 Shares 82,314 Est. Cost $38.71 Unrealized
BAC BANK AMER CORP 0.4%
Value ($000) $3,087 Shares 105,830 Est. Cost $18.67 Unrealized +31.6%
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $3,042 Shares 60,954 Est. Cost $47.90 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.4%
Value ($000) $2,999 Shares 72,993 Est. Cost $38.24 Unrealized
TFSL TFS FINL CORP 0.4%
Value ($000) $2,981 Shares 165,439 Est. Cost $9.68 Unrealized +14.8%
GOOG ALPHABET INC 0.4%
Value ($000) $2,978 Shares 2,443 Est. Cost $42.20 Unrealized +39.2%
VIG VANGUARD GROUP 0.4%
Value ($000) $2,925 Shares 24,461 Est. Cost $98.75 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.4%
Value ($000) $2,641 Shares 53,310 Est. Cost $41.35 Unrealized
VB VANGUARD INDEX FDS 0.4%
Value ($000) $2,628 Shares 17,077 Est. Cost $144.47 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $2,413 Shares 20,404 Est. Cost $65.74 Unrealized +71.2%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $2,381 Shares 16,376 Est. Cost $102.67 Unrealized -0.2%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $2,365 Shares 46,633 Est. Cost $39.97 Unrealized -8.0%
MA MASTERCARD INC 0.3%
Value ($000) $2,360 Shares 8,690 Est. Cost $165.10 Unrealized +61.2%
BA BOEING CO 0.3%
Value ($000) $2,310 Shares 6,072 Est. Cost $218.97 Unrealized +60.9%
WMT WALMART INC 0.3%
Value ($000) $2,257 Shares 19,016 Est. Cost $20.08 Unrealized +71.6%
V VISA INC 0.3%
Value ($000) $2,209 Shares 12,842 Est. Cost $90.68 Unrealized +87.8%
ABBV ABBVIE INC 0.3%
Value ($000) $2,192 Shares 28,950 Est. Cost $44.14 Unrealized +19.1%
VXF VANGUARD INDEX FDS 0.3%
Value ($000) $2,135 Shares 18,350 Est. Cost $97.65 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value ($000) $2,109 Shares 16,319 Est. Cost $60.50 Unrealized +70.0%
AMGN AMGEN INC 0.3%
Value ($000) $2,106 Shares 10,883 Est. Cost $120.65 Unrealized +31.0%
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $2,052 Shares 15,029 Est. Cost $115.63 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $2,031 Shares 18,790 Est. Cost $105.04 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $2,018 Shares 33,434 Est. Cost $31.92 Unrealized +26.7%
ACWX ISHARES TR 0.3%
Value ($000) $1,991 Shares 43,240 Est. Cost $41.96 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $1,956 Shares 35,540 Est. Cost $38.56 Unrealized +30.7%
DVY ISHARES TR 0.3%
Value ($000) $1,950 Shares 19,125 Est. Cost $88.80 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $1,950 Shares 10,951 Est. Cost $153.01 Unrealized +23.4%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,889 Shares 25,699 Est. Cost $55.37 Unrealized +12.9%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,863 Shares 11,008 Est. Cost $103.22 Unrealized +35.0%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,781 Shares 4,565 Est. Cost $239.76 Unrealized +32.0%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,730 Shares 4,616 Est. Cost $203.76 Unrealized +56.4%
NDSN NORDSON CORP 0.2%
Value ($000) $1,682 Shares 11,500 Est. Cost $95.11 Unrealized +36.4%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,674 Shares 7,703 Est. Cost $142.74 Unrealized +52.1%
TGT TARGET CORP 0.2%
Value ($000) $1,659 Shares 15,514 Est. Cost $55.82 Unrealized +44.0%
CSX CSX CORP 0.2%
Value ($000) $1,652 Shares 23,852 Est. Cost $16.51 Unrealized +29.3%
NVS NOVARTIS A G 0.2%
Value ($000) $1,632 Shares 18,780 Est. Cost $74.52 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $1,613 Shares 14,422 Est. Cost $69.62 Unrealized +47.5%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $1,559 Shares 2,835 Est. Cost $100.29 Unrealized +60.3%
DHR DANAHER CORPORATION 0.2%
Value ($000) $1,520 Shares 10,523 Est. Cost $67.59 Unrealized +80.1%
EMR EMERSON ELEC CO 0.2%
Value ($000) $1,509 Shares 22,573 Est. Cost $44.59 Unrealized +21.9%
SYY SYSCO CORP 0.2%
Value ($000) $1,483 Shares 18,679 Est. Cost $41.46 Unrealized +49.0%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,444 Shares 13,298 Est. Cost $65.66 Unrealized +33.3%
T AT&T INC 0.2%
Value ($000) $1,420 Shares 37,517 Est. Cost $15.55 Unrealized +9.3%
LOW LOWES COS INC 0.2%
Value ($000) $1,358 Shares 12,349 Est. Cost $63.45 Unrealized +48.2%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,343 Shares 29,793 Est. Cost $30.19 Unrealized +24.2%
DGRW WISDOMTREE TR 0.2%
Value ($000) $1,285 Shares 28,491 Est. Cost $39.76 Unrealized
IWP ISHARES TR 0.2%
Value ($000) $1,284 Shares 9,084 Est. Cost $97.40 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $1,260 Shares 8,343 Est. Cost $144.79 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,247 Shares 4 Est. Cost $230816.08 Unrealized +34.1%
ETN EATON CORP PLC 0.2%
Value ($000) $1,220 Shares 14,669 Est. Cost $57.14 Unrealized +26.2%
UEIC UNIVERSAL ELECTRS INC 0.2%
Value ($000) $1,193 Shares 23,434 Est. Cost $58.63 Unrealized -24.2%
DTD WISDOMTREE TR 0.2%
Value ($000) $1,182 Shares 11,927 Est. Cost $83.36 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,173 Shares 9,954 Est. Cost $106.86 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $1,161 Shares 7,422 Est. Cost $109.99 Unrealized +18.4%
IWF ISHARES TR 0.2%
Value ($000) $1,130 Shares 7,080 Est. Cost $126.69 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $1,123 Shares 12,175 Est. Cost $54.24 Unrealized +55.0%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,110 Shares 27,573 Est. Cost $39.32 Unrealized
IEI ISHARES TR 0.1%
Value ($000) $1,090 Shares 8,593 Est. Cost $123.44 Unrealized
BB&T CORP 0.1%
Value ($000) $1,089 Shares 20,401 Est. Cost $46.71 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $1,063 Shares 21,684 Est. Cost $49.38 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $1,058 Shares 4,725 Est. Cost $187.26 Unrealized
FULT FULTON FINL CORP PA 0.1%
Value ($000) $1,042 Shares 64,414 Est. Cost $12.19 Unrealized +1.4%
IWD ISHARES TR 0.1%
Value ($000) $1,035 Shares 8,071 Est. Cost $113.25 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1,025 Shares 8,557 Est. Cost $80.94 Unrealized +9.9%
GENERAL ELECTRIC CO 0.1%
Value ($000) $1,008 Shares 112,715 Est. Cost $29.71 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $952 Shares 4,304 Est. Cost $106.56 Unrealized +72.1%
TJX TJX COS INC NEW 0.1%
Value ($000) $947 Shares 16,987 Est. Cost $43.70 Unrealized +14.6%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $946 Shares 9,133 Est. Cost $73.56 Unrealized +49.4%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $924 Shares 6,652 Est. Cost $120.07 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $907 Shares 5,602 Est. Cost $114.39 Unrealized +27.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $895 Shares 21,874 Est. Cost $33.60 Unrealized -17.9%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $879 Shares 5,256 Est. Cost $156.80 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $875 Shares 5,417 Est. Cost $108.37 Unrealized +28.6%
STT STATE STR CORP 0.1%
Value ($000) $867 Shares 14,640 Est. Cost $57.99 Unrealized -22.4%
YUM YUM BRANDS INC 0.1%
Value ($000) $850 Shares 7,498 Est. Cost $66.57 Unrealized +52.5%
ISHARES GOLD TRUST 0.1%
Value ($000) $815 Shares 57,781 Est. Cost $11.24 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $803 Shares 12,735 Est. Cost $60.22 Unrealized -19.7%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $791 Shares 4,377 Est. Cost $143.01 Unrealized +8.4%
CELGENE CORP 0.1%
Value ($000) $765 Shares 7,706 Est. Cost $113.05 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $754 Shares 10,572 Est. Cost $27.24 Unrealized -4.9%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $750 Shares 6,870 Est. Cost $85.25 Unrealized +7.7%
IWN ISHARES TR 0.1%
Value ($000) $747 Shares 6,257 Est. Cost $119.32 Unrealized
DE DEERE & CO 0.1%
Value ($000) $746 Shares 4,424 Est. Cost $93.59 Unrealized +56.0%
BLACKROCK INC 0.1%
Value ($000) $738 Shares 1,655 Est. Cost $422.62 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $731 Shares 6,726 Est. Cost $66.67 Unrealized +34.4%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $723 Shares 3,104 Est. Cost $25.41 Unrealized +82.0%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $691 Shares 3,114 Est. Cost $147.67 Unrealized +30.4%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $686 Shares 2,800 Est. Cost $110.57 Unrealized +114.3%
NEW YORK CMNTY BANCORP INC 0.1%
Value ($000) $681 Shares 54,277 Est. Cost $13.97 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $671 Shares 14,840 Est. Cost $37.12 Unrealized -0.3%
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $663 Shares 5,680 Est. Cost $60.38 Unrealized +54.3%
OMNOVA SOLUTIONS INC 0.1%
Value ($000) $650 Shares 64,550 Est. Cost $10.07 Unrealized
ACWV ISHARES INC 0.1%
Value ($000) $647 Shares 6,830 Est. Cost $81.28 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $642 Shares 5,420 Est. Cost $96.95 Unrealized +5.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $636 Shares 3,069 Est. Cost $167.06 Unrealized +7.5%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $609 Shares 3,165 Est. Cost $142.73 Unrealized +23.7%
F FORD MTR CO DEL 0.1%
Value ($000) $591 Shares 64,560 Est. Cost $7.12 Unrealized -2.4%
ADBE ADOBE INC 0.1%
Value ($000) $583 Shares 2,110 Est. Cost $241.90 Unrealized +20.7%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $581 Shares 20,323 Est. Cost $27.76 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $577 Shares 6,525 Est. Cost $48.04 Unrealized +67.9%
LINDE PLC 0.1%
Value ($000) $577 Shares 2,973 Est. Cost $179.56 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $576 Shares 4,108 Est. Cost $87.45 Unrealized +23.1%
C CITIGROUP INC 0.1%
Value ($000) $575 Shares 8,320 Est. Cost $45.94 Unrealized +17.9%
SCHW THE CHARLES SCHWAB CORPORATI 0.1%
Value ($000) $555 Shares 13,259 Est. Cost $40.26 Unrealized -8.3%
SYK STRYKER CORP 0.1%
Value ($000) $554 Shares 2,561 Est. Cost $154.55 Unrealized +29.5%
RWO SPDR INDEX SHS FDS 0.1%
Value ($000) $546 Shares 10,522 Est. Cost $47.40 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value ($000) $541 Shares 3,941 Est. Cost $100.75 Unrealized +21.7%
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $526 Shares 9,297 Est. Cost $55.41 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $525 Shares 6,019 Est. Cost $86.55 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $520 Shares 15,211 Est. Cost $59.89 Unrealized -48.3%
INDY ISHARES TR 0.1%
Value ($000) $510 Shares 13,892 Est. Cost $35.20 Unrealized
SPHD INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $496 Shares 11,631 Est. Cost $38.70 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $495 Shares 8,953 Est. Cost $81.88 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $492 Shares 11,461 Est. Cost $39.02 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $490 Shares 2,034 Est. Cost $17.03 Unrealized -8.1%
USB US BANCORP DEL 0.1%
Value ($000) $486 Shares 8,778 Est. Cost $36.96 Unrealized +11.3%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $482 Shares 8,721 Est. Cost $38.45 Unrealized +21.4%
DOW DOW INC 0.1%
Value ($000) $470 Shares 9,864 Est. Cost $36.37 Unrealized -10.0%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $468 Shares 2,604 Est. Cost $92.88 Unrealized +73.9%
PSX PHILLIPS 66 0.1%
Value ($000) $460 Shares 4,489 Est. Cost $59.96 Unrealized +28.9%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $457 Shares 4,808 Est. Cost $61.20 Unrealized +20.1%
BP BP PLC 0.1%
Value ($000) $445 Shares 11,701 Est. Cost $37.46 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $445 Shares 4,747 Est. Cost $52.83 Unrealized +37.1%
ALLERGAN PLC 0.1%
Value ($000) $443 Shares 2,632 Est. Cost $168.31 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $439 Shares 5,309 Est. Cost $56.52 Unrealized +22.3%
PJUL INNOVATOR ETFS TR 0.1%
Value ($000) $433 Shares 16,590 Est. Cost $26.10 Unrealized
HPQ HP INC 0.1%
Value ($000) $418 Shares 22,116 Est. Cost $18.24 Unrealized -13.7%
TIP ISHARES TR 0.1%
Value ($000) $416 Shares 3,575 Est. Cost $113.27 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $411 Shares 1,623 Est. Cost $153.14 Unrealized +46.0%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $410 Shares 6,975 Est. Cost $57.89 Unrealized
SPLV INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $405 Shares 7,000 Est. Cost $47.43 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $403 Shares 2,714 Est. Cost $154.49 Unrealized -2.8%
ELV ANTHEM INC 0.1%
Value ($000) $402 Shares 1,673 Est. Cost $166.85 Unrealized +50.6%
HDV ISHARES TR 0.1%
Value ($000) $402 Shares 4,270 Est. Cost $84.27 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $400 Shares 2,298 Est. Cost $4.02 Unrealized +4.1%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $386 Shares 2,997 Est. Cost $123.37 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $383 Shares 4,384 Est. Cost $63.29 Unrealized +19.3%
DLTR DOLLAR TREE INC 0.1%
Value ($000) $375 Shares 3,281 Est. Cost $87.38 Unrealized +19.7%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $373 Shares 3,336 Est. Cost $79.45 Unrealized +26.9%
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $369 Shares 188 Est. Cost $1901.19 Unrealized +0.2%
D DOMINION ENERGY INC 0.0%
Value ($000) $369 Shares 4,552 Est. Cost $54.30 Unrealized +7.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $362 Shares 6,350 Est. Cost $35.99 Unrealized +25.9%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $361 Shares 2,148 Est. Cost $135.49 Unrealized
WU WESTERN UN CO 0.0%
Value ($000) $359 Shares 15,500 Est. Cost $21.74 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $357 Shares 4,555 Est. Cost $59.89 Unrealized +4.9%
CEDAR FAIR L P 0.0%
Value ($000) $356 Shares 6,108 Est. Cost $50.15 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $355 Shares 5,837 Est. Cost $47.46 Unrealized -9.2%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $350 Shares 2,461 Est. Cost $87.64 Unrealized +25.2%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $347 Shares 1,743 Est. Cost $125.48 Unrealized +40.3%
IJJ ISHARES TR 0.0%
Value ($000) $344 Shares 2,152 Est. Cost $145.23 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $341 Shares 3,111 Est. Cost $118.07 Unrealized -5.5%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $337 Shares 1,156 Est. Cost $157.75 Unrealized +78.5%
IYR ISHARES TR 0.0%
Value ($000) $336 Shares 3,597 Est. Cost $77.07 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $329 Shares 4,910 Est. Cost $52.58 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $327 Shares 4,284 Est. Cost $51.46 Unrealized +26.3%
DEO DIAGEO P L C 0.0%
Value ($000) $315 Shares 1,926 Est. Cost $149.60 Unrealized
FBT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $314 Shares 2,534 Est. Cost $140.88 Unrealized
JD JD COM INC 0.0%
Value ($000) $307 Shares 10,875 Est. Cost $30.25 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $305 Shares 4,082 Est. Cost $66.88 Unrealized
ENTA ENANTA PHARMACEUTICALS INC 0.0%
Value ($000) $304 Shares 5,064 Est. Cost $40.20 Unrealized +84.8%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $297 Shares 1,996 Est. Cost $107.54 Unrealized +20.5%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $294 Shares 3,229 Est. Cost $74.09 Unrealized +8.8%
OKE ONEOK INC NEW 0.0%
Value ($000) $291 Shares 3,952 Est. Cost $39.50 Unrealized +18.0%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $289 Shares 4,362 Est. Cost $57.04 Unrealized
ATR APTARGROUP INC 0.0%
Value ($000) $278 Shares 2,347 Est. Cost $79.94 Unrealized +39.3%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $278 Shares 6,260 Est. Cost $53.02 Unrealized -21.3%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $278 Shares 2,000 Est. Cost $90.38 Unrealized +15.9%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $271 Shares 3,341 Est. Cost $78.17 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $271 Shares 9,684 Est. Cost $25.02 Unrealized +6.6%
KANSAS CITY SOUTHERN 0.0%
Value ($000) $266 Shares 2,000 Est. Cost $122.00 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $258 Shares 6,882 Est. Cost $34.73 Unrealized +3.7%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $257 Shares 2,404 Est. Cost $75.54 Unrealized +19.8%
HIFS HINGHAM INSTN SVGS MASS 0.0%
Value ($000) $255 Shares 1,350 Est. Cost $192.17 Unrealized -8.6%
GWW GRAINGER W W INC 0.0%
Value ($000) $252 Shares 847 Est. Cost $256.65 Unrealized 0.0%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $252 Shares 3,548 Est. Cost $70.18 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $250 Shares 3,294 Est. Cost $61.47 Unrealized -7.7%
TDS TELEPHONE & DATA SYS INC 0.0%
Value ($000) $246 Shares 9,517 Est. Cost $27.16 Unrealized +2.8%
RPM RPM INTL INC 0.0%
Value ($000) $245 Shares 3,555 Est. Cost $60.62 Unrealized +9.3%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $241 Shares 3,000 Est. Cost $63.91 Unrealized +23.8%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $241 Shares 4,462 Est. Cost $47.57 Unrealized +1.4%
ICF ISHARES TR 0.0%
Value ($000) $240 Shares 2,000 Est. Cost $111.00 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $239 Shares 8,756 Est. Cost $24.21 Unrealized -1.5%
GLW CORNING INC 0.0%
Value ($000) $238 Shares 8,330 Est. Cost $22.37 Unrealized +11.7%
AVGO BROADCOM INC 0.0%
Value ($000) $236 Shares 856 Est. Cost $24.02 Unrealized 0.0%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $231 Shares 2,715 Est. Cost $62.40 Unrealized +0.1%
LAM RESEARCH CORP 0.0%
Value ($000) $230 Shares 995 Est. Cost $179.05 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $230 Shares 5,072 Est. Cost $39.39 Unrealized +13.4%
UBS UBS GROUP AG 0.0%
Value ($000) $226 Shares 20,000 Est. Cost $15.06 Unrealized -25.3%
CLX CLOROX CO DEL 0.0%
Value ($000) $226 Shares 1,489 Est. Cost $125.69 Unrealized +4.1%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $224 Shares 2,473 Est. Cost $16.35 Unrealized +14.7%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $224 Shares 5,450 Est. Cost $33.53 Unrealized -1.5%
MOD MODINE MFG CO 0.0%
Value ($000) $221 Shares 19,460 Est. Cost $12.59 Unrealized -5.7%
EFV ISHARES TR 0.0%
Value ($000) $219 Shares 4,615 Est. Cost $45.23 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $219 Shares 2,425 Est. Cost $85.12 Unrealized +33.9%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $219 Shares 421 Est. Cost $347.24 Unrealized +12.9%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $218 Shares 1,371 Est. Cost $141.56 Unrealized +9.8%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $216 Shares 2,687 Est. Cost $78.15 Unrealized
SPLUNK INC 0.0%
Value ($000) $214 Shares 1,813 Est. Cost $125.76 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $214 Shares 1,472 Est. Cost $167.73 Unrealized -14.6%
INTU INTUIT 0.0%
Value ($000) $214 Shares 805 Est. Cost $221.02 Unrealized +19.4%
GPC GENUINE PARTS CO 0.0%
Value ($000) $210 Shares 2,110 Est. Cost $84.75 Unrealized -5.8%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $210 Shares 1,015 Est. Cost $175.18 Unrealized +3.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $208 Shares 3,447 Est. Cost $62.66 Unrealized -8.3%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $206 Shares 4,136 Est. Cost $45.34 Unrealized 0.0%
GVI ISHARES TR 0.0%
Value ($000) $204 Shares 1,803 Est. Cost $112.10 Unrealized
REGIS CORP MINN 0.0%
Value ($000) $202 Shares 10,000 Est. Cost $10.30 Unrealized
VXUS VANGUARD STAR FD 0.0%
Value ($000) $200 Shares 3,881 Est. Cost $52.66 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $138 Shares 10,495 Est. Cost $15.22 Unrealized
FST TR NEW OPPORT MLP & ENE 0.0%
Value ($000) $127 Shares 13,559 Est. Cost $9.44 Unrealized
XPRESSPA GROUP INC 0.0%
Value ($000) $82 Shares 57,138 Est. Cost $2.24 Unrealized
CHARLES & COLVARD LTD 0.0%
Value ($000) $16 Shares 10,000 Est. Cost $1.10 Unrealized
SOLIGENIX INC 0.0%
Value ($000) $12 Shares 12,500 Est. Cost $0.88 Unrealized