Linscomb & Williams, Inc. Diversified Active

CIK: 0001313294 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 6, 2019

Total Value ($000): $1,218,707 (100.0% shares, 0.0% debt)

Holdings (267)

VEA VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 13.0%
Value ($000) $158,287 Shares 3,794,949 Est. Cost $38.80 Unrealized
DHS WISDOMTREE TR US HIGH DIVIDEND 7.8%
Value ($000) $95,339 Shares 1,310,140 Est. Cost $55.36 Unrealized
IVV ISHARES TR CORE S&P500 ETF 7.7%
Value ($000) $93,727 Shares 317,989 Est. Cost $170.81 Unrealized
DON WISDOMTREE TR US MIDCAP DIVID 6.0%
Value ($000) $73,644 Shares 2,034,357 Est. Cost $45.74 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 6.0%
Value ($000) $73,059 Shares 376,089 Est. Cost $119.53 Unrealized
XOM EXXON MOBIL CORP 5.4%
Value ($000) $66,373 Shares 866,153 Est. Cost $55.76 Unrealized +2.0%
VTI VANGUARD INDEX FDS TOTAL STK MKT 3.8%
Value ($000) $46,220 Shares 307,950 Est. Cost $82.67 Unrealized
SDY SPDR SERIES TRUST S&P DIVID ETF 3.4%
Value ($000) $41,737 Shares 413,732 Est. Cost $76.77 Unrealized
EES WISDOMTREE TR US SMALLCAP FUND 2.1%
Value ($000) $25,876 Shares 721,168 Est. Cost $44.14 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $16,262 Shares 121,396 Est. Cost $34.14 Unrealized +250.1%
DVY ISHARES TR SELECT DIVID ETF 1.1%
Value ($000) $13,529 Shares 135,886 Est. Cost $64.07 Unrealized
IDV ISHARES TR INTL SEL DIV ETF 1.1%
Value ($000) $12,923 Shares 420,660 Est. Cost $34.23 Unrealized
EFA ISHARES TR MSCI EAFE ETF 1.0%
Value ($000) $12,259 Shares 186,509 Est. Cost $58.45 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 1.0%
Value ($000) $11,801 Shares 33,281 Est. Cost $256.06 Unrealized
DGRS WISDOMTREE TR US S CAP QTY DIV 1.0%
Value ($000) $11,716 Shares 329,747 Est. Cost $30.02 Unrealized
VXF VANGUARD INDEX FDS EXTEND MKT ETF 1.0%
Value ($000) $11,697 Shares 98,644 Est. Cost $69.83 Unrealized
DEM WISDOMTREE TR EMER MKT HIGH FD 0.8%
Value ($000) $9,915 Shares 222,016 Est. Cost $44.94 Unrealized
SUMMIT MATLS INC CL A 0.8%
Value ($000) $9,760 Shares 507,000 Est. Cost $20.57 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $9,045 Shares 64,942 Est. Cost $69.41 Unrealized +65.4%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $8,325 Shares 74,467 Est. Cost $45.56 Unrealized +101.9%
AAPL APPLE INC 0.6%
Value ($000) $7,861 Shares 39,719 Est. Cost $27.68 Unrealized +68.5%
ABT ABBOTT LABS 0.6%
Value ($000) $7,596 Shares 90,318 Est. Cost $38.82 Unrealized +80.9%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $7,411 Shares 59,558 Est. Cost $72.66 Unrealized +24.2%
CSCO CISCO SYS INC 0.6%
Value ($000) $7,356 Shares 134,414 Est. Cost $18.53 Unrealized +143.8%
MCD MCDONALDS CORP 0.6%
Value ($000) $7,284 Shares 35,079 Est. Cost $78.83 Unrealized +115.3%
NSC NORFOLK SOUTHERN CORP 0.6%
Value ($000) $7,107 Shares 35,656 Est. Cost $71.24 Unrealized +143.3%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $6,881 Shares 18,929 Est. Cost $111.79 Unrealized +150.3%
INTC INTEL CORP 0.5%
Value ($000) $6,645 Shares 138,805 Est. Cost $22.14 Unrealized +94.7%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $6,558 Shares 59,812 Est. Cost $60.29 Unrealized +50.1%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $6,467 Shares 22,073 Est. Cost $244.76 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $6,298 Shares 110,235 Est. Cost $28.77 Unrealized +39.1%
PEP PEPSICO INC 0.5%
Value ($000) $6,102 Shares 46,536 Est. Cost $68.05 Unrealized +53.9%
PFE PFIZER INC 0.5%
Value ($000) $5,955 Shares 137,460 Est. Cost $19.16 Unrealized +52.5%
T AT&T INC 0.5%
Value ($000) $5,861 Shares 174,909 Est. Cost $12.91 Unrealized +16.8%
V VISA INC CL A 0.5%
Value ($000) $5,721 Shares 32,964 Est. Cost $60.88 Unrealized +156.8%
QCOM QUALCOMM INC 0.5%
Value ($000) $5,567 Shares 73,188 Est. Cost $46.87 Unrealized +33.8%
OXY OCCIDENTAL PETE CORP 0.4%
Value ($000) $5,430 Shares 107,987 Est. Cost $58.25 Unrealized -16.2%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $5,347 Shares 41,067 Est. Cost $105.45 Unrealized
KMI KINDER MORGAN INC DEL 0.4%
Value ($000) $5,196 Shares 248,855 Est. Cost $12.35 Unrealized +10.7%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $5,159 Shares 58,468 Est. Cost $50.02 Unrealized +35.5%
BLACKROCK INC 0.4%
Value ($000) $5,139 Shares 10,950 Est. Cost $346.31 Unrealized
AGG ISHARES TR CORE US AGGBD ET 0.4%
Value ($000) $5,012 Shares 45,014 Est. Cost $109.57 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $4,937 Shares 2,607 Est. Cost $28.32 Unrealized +228.9%
D DOMINION ENERGY INC 0.4%
Value ($000) $4,928 Shares 63,740 Est. Cost $43.77 Unrealized +29.9%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $4,895 Shares 26,493 Est. Cost $83.45 Unrealized +96.2%
AMGN AMGEN INC 0.4%
Value ($000) $4,876 Shares 26,457 Est. Cost $121.37 Unrealized +20.4%
CCI CROWN CASTLE INTL CORP NEW 0.4%
Value ($000) $4,744 Shares 36,393 Est. Cost $66.62 Unrealized +45.0%
EPD ENTERPRISE PRODS PARTNERS L 0.4%
Value ($000) $4,689 Shares 162,406 Est. Cost $44.33 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $4,652 Shares 63,968 Est. Cost $36.59 Unrealized +62.3%
CMI CUMMINS INC 0.4%
Value ($000) $4,593 Shares 26,805 Est. Cost $92.33 Unrealized +49.7%
GIS GENERAL MLS INC 0.4%
Value ($000) $4,446 Shares 84,646 Est. Cost $33.76 Unrealized +22.1%
LAM RESEARCH CORP 0.4%
Value ($000) $4,400 Shares 23,427 Est. Cost $179.29 Unrealized
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $4,376 Shares 92,469 Est. Cost $34.93 Unrealized +11.9%
WSM WILLIAMS SONOMA INC 0.4%
Value ($000) $4,341 Shares 66,779 Est. Cost $20.64 Unrealized +21.1%
VTHR VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 0.4%
Value ($000) $4,332 Shares 32,344 Est. Cost $100.43 Unrealized
VTR VENTAS INC 0.4%
Value ($000) $4,321 Shares 63,213 Est. Cost $39.55 Unrealized +23.4%
UPS UNITED PARCEL SERVICE INC CL B 0.4%
Value ($000) $4,317 Shares 41,806 Est. Cost $73.18 Unrealized +9.5%
AVGO BROADCOM INC 0.3%
Value ($000) $4,234 Shares 14,707 Est. Cost $18.91 Unrealized +28.9%
MET METLIFE INC 0.3%
Value ($000) $4,186 Shares 84,283 Est. Cost $30.91 Unrealized +21.6%
WMB WILLIAMS COS INC DEL 0.3%
Value ($000) $4,123 Shares 147,043 Est. Cost $17.65 Unrealized +8.7%
USB US BANCORP DEL 0.3%
Value ($000) $3,934 Shares 75,083 Est. Cost $33.31 Unrealized +16.9%
C CITIGROUP INC 0.3%
Value ($000) $3,841 Shares 54,844 Est. Cost $49.60 Unrealized +6.6%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $3,828 Shares 33,355 Est. Cost $68.02 Unrealized +36.4%
DLN WISDOMTREE TR US LARGECAP DIVD 0.3%
Value ($000) $3,662 Shares 37,787 Est. Cost $68.23 Unrealized
VRSK VERISK ANALYTICS INC 0.3%
Value ($000) $3,622 Shares 24,729 Est. Cost $111.73 Unrealized +20.9%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $3,483 Shares 25,260 Est. Cost $105.57 Unrealized -6.6%
BB&T CORP 0.3%
Value ($000) $3,301 Shares 67,187 Est. Cost $46.94 Unrealized
MDT MEDTRONIC PLC 0.3%
Value ($000) $3,216 Shares 33,018 Est. Cost $65.75 Unrealized +15.9%
MRK MERCK & CO INC 0.3%
Value ($000) $3,208 Shares 38,262 Est. Cost $40.09 Unrealized +55.0%
DTH WISDOMTREE TR ITL HIGH DIV FD 0.3%
Value ($000) $3,171 Shares 78,508 Est. Cost $40.10 Unrealized
MA MASTERCARD INC CL A 0.3%
Value ($000) $3,134 Shares 11,849 Est. Cost $81.13 Unrealized +197.5%
CINF CINCINNATI FINL CORP 0.3%
Value ($000) $3,119 Shares 30,090 Est. Cost $49.36 Unrealized +63.8%
CVS CVS HEALTH CORP 0.3%
Value ($000) $3,106 Shares 57,007 Est. Cost $57.90 Unrealized -24.7%
LEG LEGGETT & PLATT INC 0.2%
Value ($000) $2,950 Shares 76,877 Est. Cost $39.02 Unrealized +1.1%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $2,902 Shares 2,685 Est. Cost $37.85 Unrealized +51.3%
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $2,867 Shares 38,187 Est. Cost $27.24 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $2,804 Shares 35,709 Est. Cost $53.26 Unrealized +9.4%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $2,750 Shares 6,000 Est. Cost $73.98 Unrealized +90.5%
TSLA TESLA INC 0.2%
Value ($000) $2,696 Shares 12,065 Est. Cost $14.33 Unrealized +8.6%
LHC GROUP INC 0.2%
Value ($000) $2,559 Shares 21,400 Est. Cost $67.90 Unrealized
PHO INVESCO EXCHANGE TRADED FD WATER RES ETF 0.2%
Value ($000) $2,493 Shares 70,019 Est. Cost $30.22 Unrealized
INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 0.2%
Value ($000) $2,425 Shares 114,086 Est. Cost $21.06 Unrealized
IRM IRON MTN INC NEW 0.2%
Value ($000) $2,335 Shares 74,607 Est. Cost $23.67 Unrealized -2.6%
SYK STRYKER CORP 0.2%
Value ($000) $2,237 Shares 10,880 Est. Cost $71.73 Unrealized +147.9%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $2,168 Shares 31,675 Est. Cost $30.31 Unrealized +118.4%
TORTOISE ENERGY INFRA CORP 0.2%
Value ($000) $2,110 Shares 93,569 Est. Cost $46.50 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $2,027 Shares 9,914 Est. Cost $66.34 Unrealized +153.5%
VXUS VANGUARD STAR FD VG TL INTL STK F 0.2%
Value ($000) $1,972 Shares 37,376 Est. Cost $53.37 Unrealized
INDEPENDENT BK GROUP INC 0.2%
Value ($000) $1,956 Shares 35,592 Est. Cost $48.75 Unrealized
APACHE CORP 0.2%
Value ($000) $1,891 Shares 65,270 Est. Cost $48.10 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $1,859 Shares 16,244 Est. Cost $40.72 Unrealized +171.5%
BA BOEING CO 0.1%
Value ($000) $1,711 Shares 4,701 Est. Cost $137.96 Unrealized +158.9%
DOW DOW INC 0.1%
Value ($000) $1,700 Shares 34,477 Est. Cost $36.37 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $1,666 Shares 26,024 Est. Cost $68.13 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $1,665 Shares 8,918 Est. Cost $171.64 Unrealized
VWO VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF 0.1%
Value ($000) $1,636 Shares 38,463 Est. Cost $36.66 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.1%
Value ($000) $1,596 Shares 28,572 Est. Cost $54.82 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $1,568 Shares 30,797 Est. Cost $29.80 Unrealized +34.0%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $1,546 Shares 30,439 Est. Cost $30.23 Unrealized +57.4%
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $1,498 Shares 1,383 Est. Cost $37.12 Unrealized +54.8%
ORCL ORACLE CORP 0.1%
Value ($000) $1,466 Shares 25,726 Est. Cost $31.44 Unrealized +56.3%
HD HOME DEPOT INC 0.1%
Value ($000) $1,428 Shares 6,864 Est. Cost $66.72 Unrealized +154.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.1%
Value ($000) $1,392 Shares 6,531 Est. Cost $137.78 Unrealized +50.2%
KEX KIRBY CORP 0.1%
Value ($000) $1,369 Shares 17,331 Est. Cost $73.07 Unrealized +9.8%
INVESCO EXCH TRD SLF IDX FD BULSHS 2019 CB 0.1%
Value ($000) $1,328 Shares 62,986 Est. Cost $21.00 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,312 Shares 4,469 Est. Cost $98.25 Unrealized +175.5%
META FACEBOOK INC CL A 0.1%
Value ($000) $1,301 Shares 6,739 Est. Cost $110.20 Unrealized +64.6%
BAX BAXTER INTL INC 0.1%
Value ($000) $1,292 Shares 15,778 Est. Cost $33.31 Unrealized +105.6%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $1,259 Shares 7,446 Est. Cost $78.42 Unrealized +88.4%
BAC BANK AMER CORP 0.1%
Value ($000) $1,230 Shares 42,430 Est. Cost $17.17 Unrealized +42.6%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1,216 Shares 7,356 Est. Cost $72.98 Unrealized +93.2%
TWITTER INC 0.1%
Value ($000) $1,205 Shares 34,525 Est. Cost $20.24 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,202 Shares 30,240 Est. Cost $55.04 Unrealized -38.9%
YUM YUM BRANDS INC 0.1%
Value ($000) $1,183 Shares 10,693 Est. Cost $41.50 Unrealized +121.5%
HESS CORP 0.1%
Value ($000) $1,166 Shares 18,335 Est. Cost $60.21 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.1%
Value ($000) $1,124 Shares 14,363 Est. Cost $70.76 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,120 Shares 5,467 Est. Cost $21.14 Unrealized +97.7%
CVY INVESCO EXCHANGE TRADED FD ZACKS MULT AST 0.1%
Value ($000) $1,118 Shares 50,498 Est. Cost $21.95 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $1,104 Shares 20,884 Est. Cost $37.40 Unrealized +30.1%
CQP CHENIERE ENERGY PARTNERS LP 0.1%
Value ($000) $1,055 Shares 25,000 Est. Cost $30.00 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $1,048 Shares 35,457 Est. Cost $25.02 Unrealized 0.0%
TELLURIAN INC NEW 0.1%
Value ($000) $1,021 Shares 130,000 Est. Cost $6.95 Unrealized
FDL FIRST TR MORNINGSTAR DIV LEA 0.1%
Value ($000) $1,006 Shares 32,845 Est. Cost $21.10 Unrealized
VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 0.1%
Value ($000) $992 Shares 11,358 Est. Cost $57.81 Unrealized
ET ENERGY TRANSFER LP 0.1%
Value ($000) $968 Shares 68,725 Est. Cost $23.09 Unrealized
BKNG BOOKING HLDGS INC 0.1%
Value ($000) $964 Shares 514 Est. Cost $1934.89 Unrealized -8.7%
SFBS SERVISFIRST BANCSHARES INC 0.1%
Value ($000) $955 Shares 27,874 Est. Cost $31.08 Unrealized -4.2%
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 0.1%
Value ($000) $936 Shares 11,249 Est. Cost $66.88 Unrealized
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $921 Shares 33,010 Est. Cost $21.57 Unrealized -2.4%
CRM SALESFORCE COM INC 0.1%
Value ($000) $919 Shares 6,058 Est. Cost $91.11 Unrealized +69.9%
CBTX INC 0.1%
Value ($000) $919 Shares 32,642 Est. Cost $28.93 Unrealized
RAYTHEON CO 0.1%
Value ($000) $886 Shares 5,093 Est. Cost $170.97 Unrealized
WMT WALMART INC 0.1%
Value ($000) $856 Shares 7,744 Est. Cost $21.13 Unrealized +48.1%
WES WESTERN MIDSTREAM PARTNERS L 0.1%
Value ($000) $853 Shares 27,719 Est. Cost $31.34 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $831 Shares 3,145 Est. Cost $118.09 Unrealized +91.9%
EMR EMERSON ELEC CO 0.1%
Value ($000) $829 Shares 12,424 Est. Cost $45.98 Unrealized +25.0%
INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 0.1%
Value ($000) $827 Shares 39,018 Est. Cost $20.76 Unrealized
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $826 Shares 4,780 Est. Cost $137.01 Unrealized
PIO INVESCO EXCHNG TRADED FD TR GLOBAL WATER 0.1%
Value ($000) $807 Shares 29,030 Est. Cost $24.99 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $801 Shares 3,178 Est. Cost $128.84 Unrealized +62.8%
EXP EAGLE MATERIALS INC 0.1%
Value ($000) $790 Shares 8,525 Est. Cost $68.13 Unrealized +25.3%
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $787 Shares 18,336 Est. Cost $39.07 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $766 Shares 12,558 Est. Cost $39.56 Unrealized +24.5%
WEINGARTEN RLTY INVS 0.1%
Value ($000) $766 Shares 27,940 Est. Cost $31.16 Unrealized
BP BP PLC 0.1%
Value ($000) $764 Shares 18,324 Est. Cost $37.55 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $742 Shares 3,115 Est. Cost $98.90 Unrealized +75.8%
NUE NUCOR CORP 0.1%
Value ($000) $734 Shares 13,315 Est. Cost $37.12 Unrealized +28.9%
IWS ISHARES TR RUS MDCP VAL ETF 0.1%
Value ($000) $699 Shares 7,846 Est. Cost $71.78 Unrealized
TORTOISE MIDSTRM ENERGY FD I 0.1%
Value ($000) $690 Shares 51,135 Est. Cost $25.07 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 0.1%
Value ($000) $688 Shares 3,990 Est. Cost $121.24 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $679 Shares 4,865 Est. Cost $76.68 Unrealized +66.9%
PAYX PAYCHEX INC 0.1%
Value ($000) $672 Shares 8,164 Est. Cost $36.42 Unrealized +91.0%
MMM 3M CO 0.1%
Value ($000) $655 Shares 3,777 Est. Cost $83.68 Unrealized +44.2%
SBUX STARBUCKS CORP 0.1%
Value ($000) $650 Shares 7,756 Est. Cost $39.05 Unrealized +74.0%
MBB ISHARES TR MBS ETF 0.1%
Value ($000) $646 Shares 6,002 Est. Cost $107.36 Unrealized
INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 0.1%
Value ($000) $640 Shares 29,903 Est. Cost $20.66 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.1%
Value ($000) $632 Shares 9,709 Est. Cost $60.26 Unrealized
MOO VANECK VECTORS ETF TR AGRIBUSINESS ETF 0.1%
Value ($000) $631 Shares 9,447 Est. Cost $48.05 Unrealized
MPLX MPLX LP 0.1%
Value ($000) $622 Shares 19,312 Est. Cost $37.43 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $619 Shares 13,082 Est. Cost $20.77 Unrealized +48.9%
IWF ISHARES TR RUS 1000 GRW ETF 0.1%
Value ($000) $619 Shares 3,933 Est. Cost $84.37 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $617 Shares 6,599 Est. Cost $52.77 Unrealized +29.8%
CALUMET SPECIALTY PRODS PTNR 0.1%
Value ($000) $617 Shares 147,364 Est. Cost $12.42 Unrealized
VIG VANGUARD GROUP DIV APP ETF 0.1%
Value ($000) $616 Shares 5,352 Est. Cost $82.49 Unrealized
VTEB VANGUARD MUN BD FD INC TAX EXEMPT BD 0.1%
Value ($000) $611 Shares 11,522 Est. Cost $51.38 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $602 Shares 3,286 Est. Cost $67.11 Unrealized +133.9%
INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 0.0%
Value ($000) $594 Shares 28,093 Est. Cost $20.21 Unrealized
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 0.0%
Value ($000) $592 Shares 27,842 Est. Cost $20.08 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $573 Shares 13,557 Est. Cost $27.73 Unrealized +28.1%
VMC VULCAN MATLS CO 0.0%
Value ($000) $566 Shares 4,120 Est. Cost $88.79 Unrealized +35.8%
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value ($000) $565 Shares 3,962 Est. Cost $97.38 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $560 Shares 3,082 Est. Cost $167.97 Unrealized -12.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $550 Shares 10,068 Est. Cost $76.31 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $546 Shares 3,705 Est. Cost $104.09 Unrealized +24.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $542 Shares 15,018 Est. Cost $22.60 Unrealized +4.0%
CSX CSX CORP 0.0%
Value ($000) $541 Shares 6,988 Est. Cost $7.12 Unrealized +231.0%
IWM ISHARES TR RUSSELL 2000 ETF 0.0%
Value ($000) $536 Shares 3,445 Est. Cost $156.25 Unrealized
CPT CAMDEN PPTY TR 0.0%
Value ($000) $535 Shares 5,122 Est. Cost $44.30 Unrealized +84.7%
HON HONEYWELL INTL INC 0.0%
Value ($000) $533 Shares 3,052 Est. Cost $62.34 Unrealized +122.4%
WAT WATERS CORP 0.0%
Value ($000) $516 Shares 2,399 Est. Cost $141.59 Unrealized +54.3%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $515 Shares 5,673 Est. Cost $74.54 Unrealized +7.1%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $494 Shares 17,267 Est. Cost $22.66 Unrealized +8.9%
AFL AFLAC INC 0.0%
Value ($000) $493 Shares 8,989 Est. Cost $34.14 Unrealized +29.1%
SO SOUTHERN CO 0.0%
Value ($000) $488 Shares 8,822 Est. Cost $30.18 Unrealized +37.0%
IVE ISHARES TR S&P 500 VAL ETF 0.0%
Value ($000) $486 Shares 4,173 Est. Cost $77.13 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $484 Shares 3,069 Est. Cost $187.37 Unrealized -23.5%
VO VANGUARD INDEX FDS MID CAP ETF 0.0%
Value ($000) $477 Shares 2,852 Est. Cost $107.60 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $474 Shares 5,641 Est. Cost $53.58 Unrealized +43.9%
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $473 Shares 18,958 Est. Cost $24.08 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $468 Shares 8,679 Est. Cost $24.22 Unrealized +82.1%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $466 Shares 4,038 Est. Cost $71.98 Unrealized +35.1%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $461 Shares 8,648 Est. Cost $44.26 Unrealized -5.3%
INVESCO EXCH TRD SLF IDX FD BULSHS 2020 HY 0.0%
Value ($000) $457 Shares 18,954 Est. Cost $24.24 Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.0%
Value ($000) $457 Shares 5,861 Est. Cost $75.41 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $454 Shares 3,769 Est. Cost $107.91 Unrealized
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $452 Shares 5,277 Est. Cost $63.00 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $446 Shares 7,032 Est. Cost $64.37 Unrealized -7.7%
IWD ISHARES TR RUS 1000 VAL ETF 0.0%
Value ($000) $442 Shares 3,477 Est. Cost $95.91 Unrealized
NPKI NEWPARK RES INC 0.0%
Value ($000) $429 Shares 57,764 Est. Cost $11.44 Unrealized -32.5%
STRL STERLING CONSTRUCTION CO INC 0.0%
Value ($000) $419 Shares 31,255 Est. Cost $10.15 Unrealized +26.9%
SYY SYSCO CORP 0.0%
Value ($000) $418 Shares 5,917 Est. Cost $27.39 Unrealized +117.4%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $417 Shares 3,375 Est. Cost $79.11 Unrealized +35.9%
KKR KKR & CO INC CL A 0.0%
Value ($000) $409 Shares 16,179 Est. Cost $24.47 Unrealized -9.0%
LOW LOWES COS INC 0.0%
Value ($000) $408 Shares 4,043 Est. Cost $72.42 Unrealized +29.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $394 Shares 5,826 Est. Cost $63.43 Unrealized -19.9%
OEF ISHARES TR S&P 100 ETF 0.0%
Value ($000) $392 Shares 3,023 Est. Cost $82.73 Unrealized
TRGP TARGA RES CORP 0.0%
Value ($000) $378 Shares 9,620 Est. Cost $20.09 Unrealized +62.3%
GENERAL ELECTRIC CO 0.0%
Value ($000) $368 Shares 35,087 Est. Cost $24.24 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $353 Shares 6,321 Est. Cost $34.20 Unrealized +29.5%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $352 Shares 3,472 Est. Cost $81.50 Unrealized +25.1%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $351 Shares 4,047 Est. Cost $56.69 Unrealized +33.1%
TGT TARGET CORP 0.0%
Value ($000) $340 Shares 3,925 Est. Cost $52.54 Unrealized +28.9%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $333 Shares 1,693 Est. Cost $151.35 Unrealized +15.8%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $323 Shares 2,427 Est. Cost $86.63 Unrealized +18.0%
IWO ISHARES TR RUS 2000 GRW ETF 0.0%
Value ($000) $318 Shares 1,581 Est. Cost $155.00 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $312 Shares 9,567 Est. Cost $11.99 Unrealized +16.2%
ENLINK MIDSTREAM LLC 0.0%
Value ($000) $309 Shares 30,656 Est. Cost $12.74 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $308 Shares 2,009 Est. Cost $70.62 Unrealized +78.0%
LLY LILLY ELI & CO 0.0%
Value ($000) $307 Shares 2,771 Est. Cost $75.96 Unrealized +42.2%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $306 Shares 946 Est. Cost $247.59 Unrealized +7.9%
CIMAREX ENERGY CO 0.0%
Value ($000) $300 Shares 5,052 Est. Cost $59.38 Unrealized
SAP SAP SE 0.0%
Value ($000) $297 Shares 2,171 Est. Cost $92.82 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $295 Shares 6,503 Est. Cost $41.91 Unrealized -13.8%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $295 Shares 3,352 Est. Cost $44.41 Unrealized +53.6%
CADENCE BANCORPORATION 0.0%
Value ($000) $288 Shares 13,859 Est. Cost $24.73 Unrealized
EQM MIDSTREAM PARTNERS LP 0.0%
Value ($000) $285 Shares 6,383 Est. Cost $64.21 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $284 Shares 2,796 Est. Cost $51.65 Unrealized +61.7%
TE CONNECTIVITY LTD 0.0%
Value ($000) $276 Shares 2,882 Est. Cost $61.03 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $272 Shares 3,946 Est. Cost $35.06 Unrealized +25.1%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $268 Shares 3,115 Est. Cost $61.96 Unrealized -10.6%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $267 Shares 1,947 Est. Cost $105.20 Unrealized -1.0%
ANADARKO PETE CORP 0.0%
Value ($000) $264 Shares 3,745 Est. Cost $70.49 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $262 Shares 1,968 Est. Cost $120.50 Unrealized +0.3%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $259 Shares 2,033 Est. Cost $93.26 Unrealized +19.8%
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $256 Shares 3,900 Est. Cost $50.81 Unrealized
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.0%
Value ($000) $256 Shares 2,148 Est. Cost $114.19 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.0%
Value ($000) $255 Shares 2,751 Est. Cost $95.21 Unrealized
HYS PIMCO ETF TR 0-5 HIGH YIELD 0.0%
Value ($000) $251 Shares 2,500 Est. Cost $100.40 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $250 Shares 5,098 Est. Cost $33.78 Unrealized +14.8%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $248 Shares 2,835 Est. Cost $65.03 Unrealized +18.1%
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.0%
Value ($000) $246 Shares 3,491 Est. Cost $70.47 Unrealized
DEO DIAGEO P L C 0.0%
Value ($000) $246 Shares 1,425 Est. Cost $141.75 Unrealized
XLF SELECT SECTOR SPDR TR SBI INT-FINL 0.0%
Value ($000) $245 Shares 8,864 Est. Cost $27.63 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $245 Shares 3,550 Est. Cost $38.81 Unrealized +27.5%
NVS NOVARTIS A G 0.0%
Value ($000) $238 Shares 2,605 Est. Cost $76.42 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $235 Shares 2,014 Est. Cost $87.20 Unrealized +15.1%
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $233 Shares 20,530 Est. Cost $10.67 Unrealized
LQD ISHARES TR IBOXX INV CP ETF 0.0%
Value ($000) $230 Shares 1,851 Est. Cost $112.55 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $227 Shares 1,616 Est. Cost $111.57 Unrealized +13.2%
EXC EXELON CORP 0.0%
Value ($000) $223 Shares 4,646 Est. Cost $25.21 Unrealized +10.8%
ETN EATON CORP PLC 0.0%
Value ($000) $219 Shares 2,624 Est. Cost $66.48 Unrealized +7.4%
CELGENE CORP 0.0%
Value ($000) $218 Shares 2,358 Est. Cost $113.58 Unrealized
CNX MIDSTREAM PARTNERS LP 0.0%
Value ($000) $216 Shares 15,360 Est. Cost $18.36 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $216 Shares 2,581 Est. Cost $67.22 Unrealized +9.5%
EQUITRANS MIDSTREAM CORPORAT 0.0%
Value ($000) $214 Shares 10,873 Est. Cost $21.53 Unrealized
IJK ISHARES TR S&P MC 400GR ETF 0.0%
Value ($000) $211 Shares 933 Est. Cost $226.15 Unrealized
SEAGATE TECHNOLOGY PLC 0.0%
Value ($000) $209 Shares 4,433 Est. Cost $41.07 Unrealized
XLI SELECT SECTOR SPDR TR SBI INT-INDS 0.0%
Value ($000) $207 Shares 2,674 Est. Cost $74.95 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $205 Shares 559 Est. Cost $34.14 Unrealized +5.7%
EQIX EQUINIX INC 0.0%
Value ($000) $204 Shares 405 Est. Cost $424.21 Unrealized 0.0%
AQUA AMERICA INC 0.0%
Value ($000) $202 Shares 4,886 Est. Cost $41.34 Unrealized
LANDMARK INFRASTRUCTURE LP 0.0%
Value ($000) $202 Shares 12,000 Est. Cost $15.29 Unrealized
SCHW THE CHARLES SCHWAB CORPORATI 0.0%
Value ($000) $144 Shares 3,576 Est. Cost $39.68 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $126 Shares 12,279 Est. Cost $6.08 Unrealized +16.8%
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $117 Shares 10,215 Est. Cost $6.28 Unrealized 0.0%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $93 Shares 16,340 Est. Cost $5.71 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $90 Shares 14,027 Est. Cost $10.19 Unrealized -27.1%