WATERS PARKERSON & CO., LLC Diversified Active

CIK: 0001222993 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 14, 2024

Total Value ($000): $1,947 (100.0% shares, 0.0% debt)

Holdings (180)

TMO THERMO FISHER SCIENTIFIC INC C 4.9%
Value ($000) $95 Shares 163,123 Est. Cost $82.17 Unrealized +578.8%
MSFT MICROSOFT CORP COM 4.8%
Value ($000) $94 Shares 223,039 Est. Cost $51.39 Unrealized +677.0%
V VISA INC COM CL A 4.6%
Value ($000) $90 Shares 321,568 Est. Cost $58.01 Unrealized +369.5%
META META PLATFORMS INC CL A 4.3%
Value ($000) $83 Shares 170,883 Est. Cost $76.57 Unrealized +478.8%
HD HOME DEPOT INC COM 4.0%
Value ($000) $77 Shares 201,327 Est. Cost $62.80 Unrealized +455.0%
JPM JPMORGAN CHASE & CO 3.8%
Value ($000) $75 Shares 373,687 Est. Cost $45.01 Unrealized +285.7%
ACN ACCENTURE PLC IRELAND SHS CLAS 3.7%
Value ($000) $73 Shares 209,459 Est. Cost $73.10 Unrealized +385.3%
ABT ABBOTT LABS COM 2.7%
Value ($000) $53 Shares 466,733 Est. Cost $31.85 Unrealized +247.8%
ROK ROCKWELL AUTOMATION INC COM 2.5%
Value ($000) $48 Shares 165,038 Est. Cost $98.24 Unrealized +183.8%
CVX CHEVRON CORP NEW COM 2.4%
Value ($000) $47 Shares 298,437 Est. Cost $71.68 Unrealized +93.9%
BAH BOOZ ALLEN HAMILTON HLDG CORP 2.4%
Value ($000) $47 Shares 314,107 Est. Cost $72.61 Unrealized +86.1%
DISCOVER FINL SVCS COM 2.3%
Value ($000) $45 Shares 346,783 Est. Cost $71.83 Unrealized
BAC BANK AMERICA CORP COM 2.3%
Value ($000) $45 Shares 1,181,832 Est. Cost $14.49 Unrealized +126.3%
PG PROCTER AND GAMBLE CO COM 2.1%
Value ($000) $41 Shares 252,382 Est. Cost $56.49 Unrealized +165.3%
MRK MERCK & CO INC COM 2.1%
Value ($000) $41 Shares 308,275 Est. Cost $37.58 Unrealized +208.0%
FBIN FORTUNE BRANDS INNOVATIONS INC 1.9%
Value ($000) $36 Shares 429,309 Est. Cost $36.42 Unrealized +110.7%
DXCM DEXCOM INC COM 1.9%
Value ($000) $36 Shares 261,749 Est. Cost $111.62 Unrealized +12.6%
PEP PEPSICO INC COM 1.8%
Value ($000) $36 Shares 204,163 Est. Cost $65.05 Unrealized +141.8%
NKE NIKE INC CL B 1.8%
Value ($000) $35 Shares 374,981 Est. Cost $54.46 Unrealized +79.6%
AON AON PLC SHS CL A 1.7%
Value ($000) $34 Shares 101,881 Est. Cost $203.94 Unrealized +50.1%
CVS CVS HEALTH CORP COM 1.7%
Value ($000) $34 Shares 424,829 Est. Cost $51.72 Unrealized +36.9%
XOM EXXON MOBIL CORP COM 1.7%
Value ($000) $34 Shares 290,643 Est. Cost $58.86 Unrealized +66.6%
J JACOBS SOLUTIONS 1.6%
Value ($000) $31 Shares 202,270 Est. Cost $101.27 Unrealized +13.9%
PM PHILIP MORRIS INTL 1.6%
Value ($000) $30 Shares 331,656 Est. Cost $54.17 Unrealized +56.8%
MCHP MICROCHIP TECHNOLOGY 1.5%
Value ($000) $29 Shares 325,415 Est. Cost $56.42 Unrealized +45.1%
AAPL APPLE INC COM 1.5%
Value ($000) $29 Shares 167,070 Est. Cost $85.50 Unrealized +110.8%
HON HONEYWELL INTL INC COM 1.5%
Value ($000) $29 Shares 139,345 Est. Cost $130.72 Unrealized +38.3%
DIS DISNEY WALT CO COM DISNEY 1.5%
Value ($000) $28 Shares 230,894 Est. Cost $118.51 Unrealized -13.6%
COHR COHERENT CORP COM 1.3%
Value ($000) $26 Shares 425,858 Est. Cost $41.06 Unrealized +33.5%
AFL AFLAC INC COM 1.3%
Value ($000) $25 Shares 295,578 Est. Cost $28.49 Unrealized +176.5%
NSC NORFOLK SOUTHN CORP COM 1.3%
Value ($000) $25 Shares 97,855 Est. Cost $65.95 Unrealized +260.5%
PIONEER NAT RES CO COM 1.3%
Value ($000) $25 Shares 93,718 Est. Cost $132.60 Unrealized
DOW DOW INC COM 1.1%
Value ($000) $22 Shares 374,731 Est. Cost $36.63 Unrealized +33.7%
IWM ISHARES TR RUSSELL 2000 1.1%
Value ($000) $21 Shares 101,843 Est. Cost $114.63 Unrealized
ORCL ORACLE CORP COM 1.1%
Value ($000) $21 Shares 170,353 Est. Cost $28.80 Unrealized +290.1%
UPS UNITED PARCEL SRVC CLASSB 1.1%
Value ($000) $21 Shares 141,640 Est. Cost $71.49 Unrealized +90.8%
ZTS ZOETIS INC CL A 1.1%
Value ($000) $21 Shares 122,907 Est. Cost $155.11 Unrealized +18.2%
JNJ JOHNSON & JOHNSON COM 1.0%
Value ($000) $20 Shares 124,359 Est. Cost $63.58 Unrealized +136.3%
BDC BELDEN INC COM 1.0%
Value ($000) $19 Shares 209,686 Est. Cost $65.15 Unrealized +24.6%
O REALTY INCOME CORP COM 0.9%
Value ($000) $18 Shares 341,545 Est. Cost $43.90 Unrealized +10.8%
GIS GENERAL MLS INC COM 0.9%
Value ($000) $18 Shares 259,461 Est. Cost $33.94 Unrealized +78.5%
GM GENERAL MTRS CO COM 0.8%
Value ($000) $16 Shares 354,174 Est. Cost $53.86 Unrealized -29.4%
LOW LOWES COS INC COM 0.8%
Value ($000) $15 Shares 59,281 Est. Cost $38.58 Unrealized +475.5%
DD DUPONT DE NEMOURS INC COM 0.7%
Value ($000) $15 Shares 189,319 Est. Cost $21.15 Unrealized +34.9%
KO COCA COLA CO COM 0.7%
Value ($000) $14 Shares 223,467 Est. Cost $31.29 Unrealized +81.2%
VZ VERIZON COMMUNICATN 0.7%
Value ($000) $13 Shares 321,599 Est. Cost $29.41 Unrealized +22.2%
IBM INTERNATIONAL BUSINESS MACHS C 0.7%
Value ($000) $13 Shares 67,388 Est. Cost $108.84 Unrealized +58.5%
EFA ISHARES TR MSCI EAFE INDEX 0.6%
Value ($000) $12 Shares 144,610 Est. Cost $65.01 Unrealized
DCI DONALDSON INC COM 0.6%
Value ($000) $11 Shares 146,840 Est. Cost $38.84 Unrealized +69.8%
WMT WALMART INC COM 0.5%
Value ($000) $10 Shares 160,167 Est. Cost $45.03 Unrealized +24.5%
TSEM TOWER SEMICONDUCTORF 0.5%
Value ($000) $9 Shares 277,015 Est. Cost $22.27 Unrealized +39.7%
LLY ELI LILLY & CO COM 0.4%
Value ($000) $8 Shares 10,811 Est. Cost $107.88 Unrealized +551.2%
DVN DEVON ENERGY CORP 0.4%
Value ($000) $8 Shares 154,745 Est. Cost $29.06 Unrealized +43.8%
NVDA NVIDIA CORPORATION COM 0.3%
Value ($000) $6 Shares 7,053 Est. Cost $19.03 Unrealized +280.6%
SPG SIMON PPTY GROUP INC NEW COM 0.3%
Value ($000) $6 Shares 35,880 Est. Cost $94.74 Unrealized +40.6%
IVV ISHARES TR CORE S&P500 ETF 0.3%
Value ($000) $5 Shares 10,041 Est. Cost $202.48 Unrealized
PFE PFIZER INC COM 0.3%
Value ($000) $5 Shares 188,570 Est. Cost $19.51 Unrealized +26.4%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $5 Shares 73,860 Est. Cost $56.36 Unrealized +22.3%
VWO VANGUARD INTL EQUITY INDEX FD 0.3%
Value ($000) $5 Shares 116,901 Est. Cost $40.67 Unrealized
LNC LINCOLN NATL CORP IND COM 0.2%
Value ($000) $5 Shares 142,245 Est. Cost $36.92 Unrealized -32.8%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.2%
Value ($000) $4 Shares 9,354 Est. Cost $262.76 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $3 Shares 22,934 Est. Cost $112.75 Unrealized +27.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 0.2%
Value ($000) $3 Shares 8,282 Est. Cost $163.38 Unrealized +140.8%
SO SOUTHERN CO COM 0.2%
Value ($000) $3 Shares 42,798 Est. Cost $46.57 Unrealized +39.0%
SPY SPDR S&P 500 ETF TR TR UNIT 0.2%
Value ($000) $3 Shares 5,722 Est. Cost $227.91 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD F 0.2%
Value ($000) $3 Shares 58,999 Est. Cost $39.82 Unrealized
RTX RTX CORPORATION COM 0.1%
Value ($000) $3 Shares 29,886 Est. Cost $55.34 Unrealized +56.9%
BA BOEING CO COM 0.1%
Value ($000) $3 Shares 14,834 Est. Cost $130.46 Unrealized +57.5%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $3 Shares 14,525 Est. Cost $120.16 Unrealized +38.9%
EEM ISHARES TR MSCI EMERG MKT 0.1%
Value ($000) $3 Shares 63,490 Est. Cost $39.37 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $2 Shares 16,192 Est. Cost $106.26 Unrealized +33.6%
VNQ VANGUARD INDEX FDS REAL ESTATE 0.1%
Value ($000) $2 Shares 26,673 Est. Cost $77.60 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $2 Shares 5,100 Est. Cost $143.76 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $2 Shares 10,344 Est. Cost $55.24 Unrealized +226.6%
BX BLACKSTONE INC COM 0.1%
Value ($000) $2 Shares 15,653 Est. Cost $105.72 Unrealized +12.3%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $2 Shares 46,943 Est. Cost $19.49 Unrealized +83.2%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $2 Shares 28,145 Est. Cost $53.64 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $2 Shares 12,334 Est. Cost $79.47 Unrealized +71.1%
T AT&T INC COM 0.1%
Value ($000) $2 Shares 99,032 Est. Cost $11.96 Unrealized +30.6%
CPT CAMDEN PPTY TR SH BEN INT 0.1%
Value ($000) $2 Shares 17,329 Est. Cost $80.68 Unrealized +11.3%
CSX CSX CORP COM 0.1%
Value ($000) $2 Shares 44,310 Est. Cost $28.78 Unrealized +23.3%
HWC HANCOCK WHITNEY CORPORATION CO 0.1%
Value ($000) $2 Shares 34,784 Est. Cost $33.05 Unrealized +34.4%
IWR ISHARES TR RUS MID CAP ETF 0.1%
Value ($000) $2 Shares 18,829 Est. Cost $75.42 Unrealized
VB VANGUARD INDEX FDS SMALL CP ET 0.1%
Value ($000) $2 Shares 6,667 Est. Cost $143.29 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $2 Shares 11,676 Est. Cost $71.37 Unrealized +59.8%
MMM 3M CO COM 0.1%
Value ($000) $1 Shares 13,891 Est. Cost $108.26 Unrealized -26.8%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $1 Shares 26,236 Est. Cost $54.06 Unrealized -11.5%
ABBV ABBVIE INC COM 0.1%
Value ($000) $1 Shares 7,010 Est. Cost $72.97 Unrealized +122.0%
MUSA MURPHY USA INC COM 0.1%
Value ($000) $1 Shares 3,007 Est. Cost $257.92 Unrealized +50.2%
AMGN AMGEN INC COM 0.1%
Value ($000) $1 Shares 3,904 Est. Cost $124.61 Unrealized +121.6%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $1 Shares 12,833 Est. Cost $56.84 Unrealized +33.7%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $1 Shares 3,290 Est. Cost $113.30 Unrealized +136.2%
POOL POOL CORP COM 0.1%
Value ($000) $1 Shares 2,534 Est. Cost $111.95 Unrealized +239.3%
FHN FIRST HORIZON CORPORATION COM 0.1%
Value ($000) $1 Shares 65,506 Est. Cost $9.12 Unrealized +47.5%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $1 Shares 5,524 Est. Cost $80.76 Unrealized +95.5%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $1 Shares 19,076 Est. Cost $47.08 Unrealized -9.4%
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value ($000) $1 Shares 31,989 Est. Cost $23.09 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $1 Shares 3,150 Est. Cost $113.57 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $1 Shares 4,941 Est. Cost $222.78 Unrealized -12.3%
NOC NORTHROP GRUMMAN CO 0.0%
Value ($000) $1 Shares 1,803 Est. Cost $443.66 Unrealized +0.5%
HVT HAVERTY FURNITURE INC COM 0.0%
Value ($000) $1 Shares 24,800 Est. Cost $32.13 Unrealized +5.8%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $1 Shares 1,120 Est. Cost $244.20 Unrealized +189.4%
INTC INTEL CORP COM 0.0%
Value ($000) $1 Shares 18,486 Est. Cost $21.12 Unrealized +108.5%
VGT VANGUARD WORLD FDS INF TECH ET 0.0%
Value ($000) $1 Shares 1,491 Est. Cost $113.44 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 17,818 Est. Cost $42.23 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $1 Shares 9,362 Est. Cost $37.32 Unrealized +99.9%
IJR ISHARES TR CORE S&P SCP ETF 0.0%
Value ($000) $1 Shares 6,728 Est. Cost $78.37 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $1 Shares 1,715 Est. Cost $114.76 Unrealized +272.3%
RPC P10 INC COM CL A 0.0%
Value ($000) $1 Shares 85,192 Est. Cost $9.97 Unrealized -12.1%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $1 Shares 1,715 Est. Cost $178.31 Unrealized +108.8%
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $1 Shares 11,445 Est. Cost $35.78 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $1 Shares 12,585 Est. Cost $35.09 Unrealized +31.5%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $1 Shares 3,873 Est. Cost $58.12 Unrealized +100.3%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $1 Shares 2,912 Est. Cost $109.73 Unrealized +84.9%
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $427033.40 Unrealized +39.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $1 Shares 6,449 Est. Cost $49.90 Unrealized +77.2%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $1 Shares 1,535 Est. Cost $274.83 Unrealized +37.5%
IDCC INTERDIGITAL INC 0.0%
Value ($000) $1 Shares 5,710 Est. Cost $88.39 Unrealized +19.6%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $1 Shares 1,205 Est. Cost $421.69 Unrealized +16.0%
HSY HERSHEY CO COM 0.0%
Value ($000) $1 Shares 2,990 Est. Cost $69.35 Unrealized +162.5%
FR FIRST INDL RLTY TR INC COM 0.0%
Value ($000) $1 Shares 11,000 Est. Cost $15.18 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $1 Shares 400 Est. Cost $83.50 Unrealized +45.2%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $1 Shares 1,649 Est. Cost $113.33 Unrealized +145.2%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $1 Shares 10,026 Est. Cost $30.44 Unrealized +55.1%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $0 Shares 1,358 Est. Cost $152.01 Unrealized +104.6%
ICF ISHARES TR COHEN&ST RLTY 0.0%
Value ($000) $0 Shares 8,629 Est. Cost $68.53 Unrealized
VFH VANGUARD WORLD FDS FINANCIALS 0.0%
Value ($000) $0 Shares 4,700 Est. Cost $46.13 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $0 Shares 2,282 Est. Cost $136.90 Unrealized +20.0%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $0 Shares 850 Est. Cost $301.14 Unrealized +81.5%
CRM SALESFORCE INC COM 0.0%
Value ($000) $0 Shares 1,495 Est. Cost $203.91 Unrealized +39.8%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $0 Shares 1,515 Est. Cost $125.85 Unrealized +25.3%
VHT VANGUARD WORLD FDS HEALTH CAR 0.0%
Value ($000) $0 Shares 1,525 Est. Cost $139.64 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $0 Shares 31,050 Est. Cost $7.44 Unrealized +43.7%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $0 Shares 850 Est. Cost $213.78 Unrealized +111.7%
DGX QUEST DIAGNOSTIC INC 0.0%
Value ($000) $0 Shares 2,950 Est. Cost $54.93 Unrealized +127.9%
NFLX NETFLIX INC COM 0.0%
Value ($000) $0 Shares 640 Est. Cost $33.09 Unrealized +70.4%
DE DEERE & CO COM 0.0%
Value ($000) $0 Shares 946 Est. Cost $366.22 Unrealized +1.7%
XOP SPDR SER TR S&P OILGAS EXP 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $81.20 Unrealized
DNP SELECT INCOME CF 0.0%
Value ($000) $0 Shares 42,404 Est. Cost $7.54 Unrealized
VCR VANGUARD WORLD FDS CONSUM DIS 0.0%
Value ($000) $0 Shares 1,205 Est. Cost $202.27 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $0 Shares 5,736 Est. Cost $56.88 Unrealized -2.6%
VIS VANGUARD WORLD FDS INDUSTRIAL 0.0%
Value ($000) $0 Shares 1,475 Est. Cost $145.08 Unrealized
TRMK TRUSTMARK CORP COM 0.0%
Value ($000) $0 Shares 12,781 Est. Cost $16.58 Unrealized +54.4%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $0 Shares 2,782 Est. Cost $74.35 Unrealized +44.8%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $0 Shares 3,868 Est. Cost $52.50 Unrealized +68.8%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $0 Shares 4,793 Est. Cost $50.45 Unrealized +27.4%
IBB ISHARES TR ISHARES BIOTECH 0.0%
Value ($000) $0 Shares 2,400 Est. Cost $154.72 Unrealized
THE AARONS COMPANY INC COM 0.0%
Value ($000) $0 Shares 43,740 Est. Cost $11.08 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $0 Shares 1,259 Est. Cost $241.21 Unrealized 0.0%
BLACKROCK INC COM 0.0%
Value ($000) $0 Shares 381 Est. Cost $0.83 Unrealized
VV VANGUARD INDEX FDS LARGE CAP E 0.0%
Value ($000) $0 Shares 1,294 Est. Cost $0.18 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $0 Shares 3,448 Est. Cost $47.00 Unrealized +73.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $0 Shares 1,887 Est. Cost $103.33 Unrealized +30.6%
VDC VANGUARD WORLD FDS CONSUM STP 0.0%
Value ($000) $0 Shares 1,476 Est. Cost $130.18 Unrealized
VOX VANGUARD WORLD FDS COMM SRVC E 0.0%
Value ($000) $0 Shares 2,291 Est. Cost $0.10 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $0 Shares 6,168 Est. Cost $33.74 Unrealized +16.8%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $0 Shares 1,055 Est. Cost $212.65 Unrealized +14.4%
WY WEYERHAEUSER CO REIT 0.0%
Value ($000) $0 Shares 7,920 Est. Cost $24.05 Unrealized +32.7%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $0 Shares 779 Est. Cost $219.76 Unrealized +50.3%
UNP UNION PAC CORP COM 0.0%
Value ($000) $0 Shares 1,127 Est. Cost $119.95 Unrealized +96.4%
IGSB ISHARES TR ISHS 1-5YR INVS 0.0%
Value ($000) $0 Shares 5,320 Est. Cost $65.52 Unrealized
AGG ISHARES TR CORE US AGGBD ET 0.0%
Value ($000) $0 Shares 2,710 Est. Cost $103.15 Unrealized
WALGREENS BOOTS ALLI 0.0%
Value ($000) $0 Shares 12,150 Est. Cost $73.64 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $0 Shares 12,546 Est. Cost $11.26 Unrealized +54.4%
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $0 Shares 932 Est. Cost $234.24 Unrealized +10.1%
VO VANGUARD INDEX FDS MID CAP ETF 0.0%
Value ($000) $0 Shares 1,054 Est. Cost $223.16 Unrealized
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value ($000) $0 Shares 2,010 Est. Cost $0.12 Unrealized
IMO IMPERIAL OIL LTD COM NEW 0.0%
Value ($000) $0 Shares 3,510 Est. Cost $51.48 Unrealized +12.9%
BIIB BIOGEN INC COM 0.0%
Value ($000) $0 Shares 1,113 Est. Cost $207.10 Unrealized +13.1%
JPMORGAN CHASE & CO ALERIAN ML 0.0%
Value ($000) $0 Shares 8,250 Est. Cost $0.02 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $0 Shares 824 Est. Cost $258.68 Unrealized +7.5%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $0 Shares 2,505 Est. Cost $49.82 Unrealized +68.8%
CM CANADIAN IMPERIAL BK COMM TORO 0.0%
Value ($000) $0 Shares 4,481 Est. Cost $44.05 Unrealized 0.0%
HYGV FLEXSHARES TR HIG YLD VL ETF 0.0%
Value ($000) $0 Shares 5,418 Est. Cost $0.04 Unrealized
HSBC HSBC HLDGS PLC F SPONSORED ADR 0.0%
Value ($000) $0 Shares 5,500 Est. Cost $0.04 Unrealized
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $0 Shares 4,649 Est. Cost $36.89 Unrealized 0.0%
GEO GEO GROUP INC NEW COM 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $7.31 Unrealized +62.9%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $0 Shares 1,612 Est. Cost $105.61 Unrealized +15.8%
ALEX ALEXANDER & BALDWIN INC NEW CO 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $11.20 Unrealized
CRWS CROWN CRAFTS INC COM 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $4.31 Unrealized +4.3%