GRIMES & COMPANY, INC. Diversified Active

CIK: 0001321993 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 10, 2018

Total Value ($000): $1,131,416 (100.0% shares, 0.0% debt)

Holdings (243)

SHV iShares Barclays Short Term Tr 5.6%
Value ($000) $62,884 Shares 569,392 Est. Cost $110.44 Unrealized
SRLN SPDR Blackstone/GSO Senior Loa 4.9%
Value ($000) $55,528 Shares 1,182,194 Est. Cost $47.41 Unrealized
BKLN Invesco Senior Loan ETF 4.8%
Value ($000) $54,691 Shares 2,388,257 Est. Cost $22.90 Unrealized
IJR iShares S&P SmallCap 600 4.3%
Value ($000) $48,133 Shares 576,720 Est. Cost $89.23 Unrealized
IJH iShares S&P MidCap 400 3.1%
Value ($000) $35,061 Shares 180,001 Est. Cost $150.68 Unrealized
Vaneck Vectors High-Yield Muni 3.0%
Value ($000) $33,514 Shares 1,064,955 Est. Cost $31.47 Unrealized
VUG Vanguard Growth ETF 2.9%
Value ($000) $32,384 Shares 216,164 Est. Cost $106.96 Unrealized
PRF Invesco FTSE RAFI US 1000 ETF 2.8%
Value ($000) $31,643 Shares 281,025 Est. Cost $112.60 Unrealized
FLRN SPDR Blmbg Barclays Inv Grd Fl 2.5%
Value ($000) $28,351 Shares 921,991 Est. Cost $30.75 Unrealized
IVV iShares S&P 500 2.1%
Value ($000) $23,631 Shares 86,546 Est. Cost $226.72 Unrealized
IEFA iShares Core MSCI EAFE ETF 2.0%
Value ($000) $22,716 Shares 358,460 Est. Cost $57.93 Unrealized
AAPL Apple Computer Inc. 2.0%
Value ($000) $22,520 Shares 121,656 Est. Cost $21.90 Unrealized +95.2%
VEA Vanguard FTSE Developed Market 2.0%
Value ($000) $22,089 Shares 514,900 Est. Cost $39.00 Unrealized
EFA iShares MSCI EAFE 1.5%
Value ($000) $16,881 Shares 252,064 Est. Cost $64.64 Unrealized
MSFT Microsoft Corporation 1.5%
Value ($000) $16,879 Shares 171,168 Est. Cost $33.01 Unrealized +171.9%
IEMG iShares Core MSCI Emerging Mar 1.5%
Value ($000) $16,499 Shares 314,206 Est. Cost $43.56 Unrealized
INTC Intel Corporation 1.4%
Value ($000) $16,355 Shares 329,005 Est. Cost $18.65 Unrealized +141.5%
VWO Vanguard Emerging Markets Stoc 1.3%
Value ($000) $14,656 Shares 347,308 Est. Cost $36.01 Unrealized
CSCO Cisco Systems Inc. 1.2%
Value ($000) $14,006 Shares 325,506 Est. Cost $16.06 Unrealized +116.3%
IYC iShares Dow Jones US Consumer 1.0%
Value ($000) $11,688 Shares 60,327 Est. Cost $193.74 Unrealized
IYW iShares Dow Jones US Technolog 1.0%
Value ($000) $11,354 Shares 63,688 Est. Cost $129.56 Unrealized
QAI IQ Hedge Multi-Strategy Tracke 1.0%
Value ($000) $11,218 Shares 369,138 Est. Cost $30.44 Unrealized
IYM iShares Dow Jones US Basic Mat 1.0%
Value ($000) $11,142 Shares 112,530 Est. Cost $97.79 Unrealized
IYJ iShares Dow Jones US Industria 1.0%
Value ($000) $11,077 Shares 77,086 Est. Cost $126.35 Unrealized
AMGN Amgen Inc. 1.0%
Value ($000) $11,021 Shares 59,703 Est. Cost $127.55 Unrealized +9.9%
IYF iShares Dow Jones US Financial 1.0%
Value ($000) $11,012 Shares 93,970 Est. Cost $115.99 Unrealized
Interpublic Group of Companies 0.9%
Value ($000) $9,977 Shares 425,660 Est. Cost $15.60 Unrealized +11.1%
ACN Accenture Ltd 0.9%
Value ($000) $9,918 Shares 60,626 Est. Cost $64.04 Unrealized +117.5%
RHI Robert Half International Inc. 0.9%
Value ($000) $9,893 Shares 151,973 Est. Cost $48.30 Unrealized +31.3%
BA Boeing Co 0.9%
Value ($000) $9,794 Shares 29,191 Est. Cost $92.18 Unrealized +258.4%
Medtronic Inc. 0.9%
Value ($000) $9,624 Shares 112,419 Est. Cost $71.46 Unrealized
KMB Kimberly-Clark Corporation 0.8%
Value ($000) $9,595 Shares 91,092 Est. Cost $85.16 Unrealized -6.7%
UNP Union Pacific Corporation 0.8%
Value ($000) $9,358 Shares 66,049 Est. Cost $69.46 Unrealized +69.5%
RHHBY Roche Holding Ltd. (ADR) 0.8%
Value ($000) $9,266 Shares 333,714 Est. Cost $28.60 Unrealized
CMCSA Comcast Cl A 0.8%
Value ($000) $9,219 Shares 280,968 Est. Cost $26.80 Unrealized +0.2%
NVO Novo Nordisk A/S (ADR) 0.8%
Value ($000) $9,065 Shares 196,561 Est. Cost $37.32 Unrealized
Dollar General Corp 0.8%
Value ($000) $8,727 Shares 88,508 Est. Cost $98.60 Unrealized
Eaton Vance Corp. 0.8%
Value ($000) $8,651 Shares 165,750 Est. Cost $40.35 Unrealized
EEM iShares MSCI Emerging Markets 0.7%
Value ($000) $8,311 Shares 191,808 Est. Cost $42.45 Unrealized
DIS Walt Disney Company 0.7%
Value ($000) $8,037 Shares 76,681 Est. Cost $86.68 Unrealized +12.1%
QCOM QUALCOMM Incorporated 0.7%
Value ($000) $7,706 Shares 137,307 Est. Cost $45.32 Unrealized +1.3%
WSM Williams-Sonoma Inc. 0.7%
Value ($000) $7,603 Shares 123,868 Est. Cost $20.90 Unrealized +8.1%
UPS United Parcel Service Inc. 0.7%
Value ($000) $7,594 Shares 71,483 Est. Cost $67.14 Unrealized +24.7%
HanesBrands Inc 0.7%
Value ($000) $7,580 Shares 344,253 Est. Cost $22.96 Unrealized
UNH UnitedHealth Group 0.7%
Value ($000) $7,504 Shares 30,587 Est. Cost $51.37 Unrealized +312.9%
TSCO Tractor Supply Company 0.7%
Value ($000) $7,455 Shares 97,462 Est. Cost $10.05 Unrealized +23.0%
XOM Exxon Mobil Corporation 0.7%
Value ($000) $7,437 Shares 89,891 Est. Cost $54.83 Unrealized +2.4%
INFY Infosys Technologies Limited 0.7%
Value ($000) $7,394 Shares 380,527 Est. Cost $22.65 Unrealized
TROW T. Rowe Price Group 0.6%
Value ($000) $7,353 Shares 63,342 Est. Cost $52.03 Unrealized +66.3%
Alphabet Inc. 0.6%
Value ($000) $7,350 Shares 6,508 Est. Cost $755.64 Unrealized
THG The Hanover Insurance Group In 0.6%
Value ($000) $7,319 Shares 61,213 Est. Cost $52.06 Unrealized +80.7%
GNTX Gentex Corporation 0.6%
Value ($000) $7,170 Shares 311,485 Est. Cost $16.41 Unrealized +44.6%
JNJ Johnson & Johnson 0.6%
Value ($000) $6,965 Shares 57,403 Est. Cost $81.82 Unrealized +23.1%
CVS CVS Corporation 0.6%
Value ($000) $6,895 Shares 107,152 Est. Cost $60.98 Unrealized -15.2%
TSM Taiwan Semiconductor Manufactu 0.6%
Value ($000) $6,643 Shares 181,711 Est. Cost $22.87 Unrealized
PFG Principal Financial Group 0.6%
Value ($000) $6,524 Shares 123,219 Est. Cost $34.47 Unrealized +25.1%
ORCL Oracle Corporation 0.6%
Value ($000) $6,492 Shares 147,340 Est. Cost $28.58 Unrealized +44.0%
NVS Novartis AG 0.6%
Value ($000) $6,301 Shares 83,411 Est. Cost $80.00 Unrealized
LVS Las Vegas Sands Corp 0.5%
Value ($000) $5,991 Shares 78,461 Est. Cost $44.60 Unrealized +47.3%
PCAR PACCAR Inc 0.5%
Value ($000) $5,924 Shares 95,616 Est. Cost $33.66 Unrealized -5.1%
NKE NIKE Inc. 0.5%
Value ($000) $5,495 Shares 68,959 Est. Cost $50.26 Unrealized +27.0%
LUV Southwest Airlines Co. 0.5%
Value ($000) $5,433 Shares 106,789 Est. Cost $34.77 Unrealized +37.4%
Lear Corporation 0.5%
Value ($000) $5,416 Shares 29,146 Est. Cost $121.70 Unrealized
JBLU JetBlue Airways Corporation 0.5%
Value ($000) $5,359 Shares 282,324 Est. Cost $20.39 Unrealized -5.6%
Shire PLC 0.5%
Value ($000) $5,150 Shares 30,509 Est. Cost $168.67 Unrealized
SLB Schlumberger Limited 0.5%
Value ($000) $5,122 Shares 76,419 Est. Cost $59.82 Unrealized -7.9%
OXY Occidental Petroleum Corporati 0.4%
Value ($000) $4,953 Shares 59,187 Est. Cost $57.62 Unrealized +15.1%
WDC Western Digital Corp. 0.4%
Value ($000) $4,882 Shares 63,069 Est. Cost $32.67 Unrealized +79.0%
ALB Albemarle Corp. 0.4%
Value ($000) $4,819 Shares 51,083 Est. Cost $58.92 Unrealized +46.5%
KLAC KLA-Tencor 0.4%
Value ($000) $4,809 Shares 46,904 Est. Cost $97.10 Unrealized -0.1%
FFIV F5 Networks Inc. 0.4%
Value ($000) $4,759 Shares 27,599 Est. Cost $120.71 Unrealized +38.1%
IBM International Business Machine 0.4%
Value ($000) $4,520 Shares 32,357 Est. Cost $114.04 Unrealized -12.3%
Nordstrom Inc. 0.4%
Value ($000) $4,453 Shares 86,006 Est. Cost $53.72 Unrealized
Alphabet Inc. 0.4%
Value ($000) $4,449 Shares 3,988 Est. Cost $666.96 Unrealized
VZ Verizon Communications Inc. 0.4%
Value ($000) $4,255 Shares 84,580 Est. Cost $27.46 Unrealized +17.3%
ABBV AbbVie Inc. 0.4%
Value ($000) $4,197 Shares 45,297 Est. Cost $68.20 Unrealized +3.4%
CVX ChevronTexaco Corporation 0.3%
Value ($000) $3,686 Shares 29,149 Est. Cost $72.63 Unrealized +22.7%
Berkshire Hathaway Inc. Cl B 0.3%
Value ($000) $3,521 Shares 18,868 Est. Cost $132.14 Unrealized
JPM J.P. Morgan Chase & Co. 0.3%
Value ($000) $3,421 Shares 32,830 Est. Cost $74.77 Unrealized +19.1%
TOTL SPDR DoubleLine Total Return 0.3%
Value ($000) $3,348 Shares 70,409 Est. Cost $48.56 Unrealized
PEP PepsiCo Inc. 0.3%
Value ($000) $2,850 Shares 26,175 Est. Cost $74.76 Unrealized +9.3%
ABT Abbott Laboratories Inc. 0.2%
Value ($000) $2,811 Shares 46,086 Est. Cost $48.87 Unrealized +8.8%
SCHF Schwab International Equity ET 0.2%
Value ($000) $2,805 Shares 84,863 Est. Cost $29.85 Unrealized
PFE Pfizer Inc 0.2%
Value ($000) $2,797 Shares 77,089 Est. Cost $19.18 Unrealized +26.7%
BAC Bank of America Corp. 0.2%
Value ($000) $2,768 Shares 98,179 Est. Cost $19.05 Unrealized +30.5%
MMM 3M Company 0.2%
Value ($000) $2,576 Shares 13,094 Est. Cost $82.09 Unrealized +58.5%
SPY SPDRs 0.2%
Value ($000) $2,563 Shares 9,447 Est. Cost $235.38 Unrealized
SCHA Schwab U.S. Small-Cap ETF 0.2%
Value ($000) $2,549 Shares 34,654 Est. Cost $59.32 Unrealized
SCHE Schwab Emerging Markets Equity 0.2%
Value ($000) $2,380 Shares 91,939 Est. Cost $21.60 Unrealized
General Electric Company 0.2%
Value ($000) $2,278 Shares 167,362 Est. Cost $21.76 Unrealized
MCD McDonald's Corporation 0.2%
Value ($000) $2,211 Shares 14,107 Est. Cost $87.14 Unrealized +55.5%
AMZN Amazon.com Inc. 0.2%
Value ($000) $2,193 Shares 1,290 Est. Cost $47.32 Unrealized +67.7%
SCHM Schwab US Mid-Cap ETF 0.2%
Value ($000) $2,145 Shares 39,073 Est. Cost $42.35 Unrealized
TD The Toronto-Dominion Bank (USA 0.2%
Value ($000) $2,060 Shares 35,606 Est. Cost $42.68 Unrealized +34.1%
Ingersoll-Rand Company Limited 0.2%
Value ($000) $1,948 Shares 22,479 Est. Cost $56.09 Unrealized
WFC Wells Fargo & Company 0.2%
Value ($000) $1,908 Shares 34,423 Est. Cost $45.68 Unrealized -5.1%
WU Western Union 0.2%
Value ($000) $1,844 Shares 90,711 Est. Cost $17.20 Unrealized
STT State Street 0.2%
Value ($000) $1,830 Shares 19,654 Est. Cost $78.37 Unrealized -0.6%
VBK Vanguard Small Cap Growth ETF 0.2%
Value ($000) $1,760 Shares 10,014 Est. Cost $163.97 Unrealized
SCHX Schwab US Large-Cap ETF 0.2%
Value ($000) $1,726 Shares 26,561 Est. Cost $51.95 Unrealized
United Technologies Corporatio 0.2%
Value ($000) $1,724 Shares 13,785 Est. Cost $117.52 Unrealized
SUB iShares S&P S/T Natnl AMT-Free 0.1%
Value ($000) $1,687 Shares 16,063 Est. Cost $105.96 Unrealized
SNA Snap-on Incorporated 0.1%
Value ($000) $1,509 Shares 9,389 Est. Cost $124.36 Unrealized 0.0%
MA Mastercard Incorporated 0.1%
Value ($000) $1,501 Shares 7,639 Est. Cost $160.06 Unrealized +12.7%
HBAN Huntington Bancshares 0.1%
Value ($000) $1,495 Shares 101,280 Est. Cost $10.61 Unrealized 0.0%
IWN iShares Russell 2000 Value 0.1%
Value ($000) $1,421 Shares 10,772 Est. Cost $122.80 Unrealized
PG Procter & Gamble Company 0.1%
Value ($000) $1,384 Shares 17,726 Est. Cost $57.96 Unrealized +6.6%
USB U.S. Bancorp 0.1%
Value ($000) $1,302 Shares 26,028 Est. Cost $22.70 Unrealized +64.1%
Short S&P500 ProShares 0.1%
Value ($000) $1,277 Shares 43,551 Est. Cost $30.31 Unrealized
TLT iShares Barclays 20 Year Trea 0.1%
Value ($000) $1,245 Shares 10,230 Est. Cost $121.70 Unrealized
T AT&T Inc. Com 0.1%
Value ($000) $1,231 Shares 38,360 Est. Cost $11.42 Unrealized +27.3%
VOE Vanguard Mid-Cap Value 0.1%
Value ($000) $1,219 Shares 11,036 Est. Cost $109.44 Unrealized
AXP American Express Co 0.1%
Value ($000) $1,179 Shares 12,034 Est. Cost $67.04 Unrealized +32.2%
BRK/A Berkshire Hathaway Inc Cl A 0.1%
Value ($000) $1,128 Shares 4 Est. Cost $174077.80 Unrealized +68.3%
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $1,113 Shares 14,052 Est. Cost $82.53 Unrealized
SPGP Invesco Russell Top 200 Pure G 0.1%
Value ($000) $1,080 Shares 21,251 Est. Cost $50.82 Unrealized
ITW Illinois Tool Works 0.1%
Value ($000) $1,065 Shares 7,687 Est. Cost $133.47 Unrealized -8.1%
IDXX IDEXX Laboratories Inc. 0.1%
Value ($000) $1,057 Shares 4,850 Est. Cost $58.73 Unrealized +250.9%
CAH Cardinal Health Inc. 0.1%
Value ($000) $1,032 Shares 21,126 Est. Cost $61.24 Unrealized -26.3%
VCSH Vanguard ST Corp Bond ETF 0.1%
Value ($000) $1,032 Shares 13,217 Est. Cost $78.80 Unrealized
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $1,028 Shares 10,111 Est. Cost $80.54 Unrealized
DowDuPont Inc 0.1%
Value ($000) $978 Shares 14,828 Est. Cost $67.67 Unrealized
HD Home Depot Inc. 0.1%
Value ($000) $977 Shares 5,006 Est. Cost $92.32 Unrealized +67.9%
GILD Gilead Sciences Inc. 0.1%
Value ($000) $973 Shares 13,731 Est. Cost $58.26 Unrealized -9.5%
IP International Paper Company 0.1%
Value ($000) $971 Shares 18,637 Est. Cost $24.93 Unrealized +45.8%
GS Goldman Sachs Group Inc. 0.1%
Value ($000) $934 Shares 4,232 Est. Cost $212.74 Unrealized -5.7%
KO Coca-Cola Company 0.1%
Value ($000) $898 Shares 20,468 Est. Cost $29.33 Unrealized +16.0%
Eaton 0.1%
Value ($000) $845 Shares 11,306 Est. Cost $74.98 Unrealized
GLD SPDR Gold Shares 0.1%
Value ($000) $837 Shares 7,055 Est. Cost $112.37 Unrealized
EZU iShares MSCI EMU Index 0.1%
Value ($000) $822 Shares 20,033 Est. Cost $43.32 Unrealized
Merck & Co. Inc. 0.1%
Value ($000) $764 Shares 12,581 Est. Cost $56.60 Unrealized
CL Colgate-Palmolive Company 0.1%
Value ($000) $763 Shares 11,778 Est. Cost $49.91 Unrealized +9.4%
XYZ Square Inc A 0.1%
Value ($000) $759 Shares 12,307 Est. Cost $46.39 Unrealized +18.6%
MidCap SPDRs 0.1%
Value ($000) $744 Shares 2,095 Est. Cost $260.66 Unrealized
VOT Vanguard Mid-Cap Growth 0.1%
Value ($000) $726 Shares 5,399 Est. Cost $129.68 Unrealized
TXN Texas Instruments Incorporated 0.1%
Value ($000) $708 Shares 6,418 Est. Cost $30.72 Unrealized +184.1%
VRIG Invesco Variable Rate Investme 0.1%
Value ($000) $676 Shares 26,956 Est. Cost $25.08 Unrealized
D Dominion Resources Inc. 0.1%
Value ($000) $664 Shares 9,740 Est. Cost $39.27 Unrealized +18.1%
META Facebook Inc. 0.1%
Value ($000) $664 Shares 3,416 Est. Cost $126.50 Unrealized +41.9%
Duke Energy Corporation 0.1%
Value ($000) $658 Shares 8,316 Est. Cost $70.92 Unrealized
MGK Vanguard Mega Cap 300 Gr Index 0.1%
Value ($000) $656 Shares 5,511 Est. Cost $83.45 Unrealized
IWF iShares Russell 1000 Growth In 0.1%
Value ($000) $645 Shares 4,482 Est. Cost $85.91 Unrealized
DHR Danaher Corporation 0.1%
Value ($000) $642 Shares 6,509 Est. Cost $84.28 Unrealized +2.0%
Walgreens Boots Alliance Inc. 0.1%
Value ($000) $638 Shares 10,638 Est. Cost $73.53 Unrealized
DEO Diageo plc 0.1%
Value ($000) $636 Shares 4,416 Est. Cost $124.36 Unrealized
VYM Vanguard High Dividend Yield I 0.1%
Value ($000) $635 Shares 7,649 Est. Cost $67.31 Unrealized
NEE NextEra Energy Inc. 0.1%
Value ($000) $615 Shares 3,683 Est. Cost $19.20 Unrealized +74.0%
EXPD Expeditors International of Wa 0.1%
Value ($000) $614 Shares 8,400 Est. Cost $56.72 Unrealized +12.2%
EUO ProShares UltraShort Euro 0.1%
Value ($000) $614 Shares 26,950 Est. Cost $20.95 Unrealized
GWX SPDR S&P International Small C 0.1%
Value ($000) $603 Shares 17,576 Est. Cost $35.39 Unrealized
HON Honeywell International Inc. 0.1%
Value ($000) $600 Shares 4,168 Est. Cost $73.45 Unrealized +54.6%
YCS ProShares UltraShort Yen 0.1%
Value ($000) $595 Shares 8,099 Est. Cost $73.47 Unrealized
MFC Manulife Finl Corp 0.1%
Value ($000) $588 Shares 32,704 Est. Cost $15.90 Unrealized +18.5%
NVDA NVIDIA Corporation 0.1%
Value ($000) $588 Shares 2,480 Est. Cost $3.99 Unrealized +50.6%
PM Philip Morris International In 0.1%
Value ($000) $582 Shares 7,206 Est. Cost $54.21 Unrealized +4.4%
IWM iShares Russell 2000 0.1%
Value ($000) $580 Shares 3,539 Est. Cost $159.09 Unrealized
BP BP PLC 0.1%
Value ($000) $572 Shares 12,518 Est. Cost $37.23 Unrealized
BIIB Biogen IDEC Inc. 0.1%
Value ($000) $569 Shares 1,960 Est. Cost $272.62 Unrealized +3.1%
Allete Inc. 0.0%
Value ($000) $558 Shares 7,212 Est. Cost $52.34 Unrealized
Royal Dutch Petroleum (ADR) 0.0%
Value ($000) $531 Shares 7,671 Est. Cost $58.20 Unrealized
LNC Lincoln National Corporation 0.0%
Value ($000) $490 Shares 7,878 Est. Cost $55.97 Unrealized -12.4%
V Visa Inc. 0.0%
Value ($000) $490 Shares 3,695 Est. Cost $104.28 Unrealized +17.1%
AGG iShares Barclays Aggregate Bon 0.0%
Value ($000) $482 Shares 4,536 Est. Cost $106.96 Unrealized
MUB iShares S&P National AMT-Free 0.0%
Value ($000) $471 Shares 4,323 Est. Cost $112.25 Unrealized
CHKP Check Point Software Technolog 0.0%
Value ($000) $461 Shares 4,715 Est. Cost $53.92 Unrealized +83.7%
MRSH Marsh & McLennan Co's 0.0%
Value ($000) $456 Shares 5,563 Est. Cost $72.87 Unrealized -0.9%
ES Eversource Energy 0.0%
Value ($000) $455 Shares 7,759 Est. Cost $37.46 Unrealized +17.7%
BMY Bristol Myers Squibb 0.0%
Value ($000) $453 Shares 8,183 Est. Cost $37.49 Unrealized +8.4%
SO Southern Company 0.0%
Value ($000) $449 Shares 9,698 Est. Cost $28.48 Unrealized +15.4%
IWD iShares Russell 1000 Value 0.0%
Value ($000) $434 Shares 3,572 Est. Cost $103.87 Unrealized
SBUX Starbucks Corporation 0.0%
Value ($000) $427 Shares 8,748 Est. Cost $48.70 Unrealized -1.3%
VLO Valero Energy Corporation 0.0%
Value ($000) $417 Shares 3,759 Est. Cost $51.42 Unrealized +60.5%
VBR Vanguard Small Cap Value ETF 0.0%
Value ($000) $414 Shares 3,052 Est. Cost $129.45 Unrealized
TSLA Tesla Motors Inc. 0.0%
Value ($000) $411 Shares 1,197 Est. Cost $16.38 Unrealized +24.1%
VEU Vanguard FTSE All-World ex-US 0.0%
Value ($000) $401 Shares 7,735 Est. Cost $48.77 Unrealized
QQQ Invesco QQQ Trust 0.0%
Value ($000) $393 Shares 2,288 Est. Cost $171.77 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $392 Shares 6,898 Est. Cost $28.54 Unrealized +12.8%
PWV Invesco Dynamic Large Cap Valu 0.0%
Value ($000) $382 Shares 10,721 Est. Cost $35.63 Unrealized
TJX The TJX Companies Inc. 0.0%
Value ($000) $382 Shares 4,013 Est. Cost $33.21 Unrealized +19.1%
LLY Eli Lilly and Company 0.0%
Value ($000) $367 Shares 4,297 Est. Cost $72.08 Unrealized +2.2%
WMT Wal-Mart Stores Inc. 0.0%
Value ($000) $363 Shares 4,235 Est. Cost $21.97 Unrealized +14.9%
BlackRock Inc. 0.0%
Value ($000) $361 Shares 722 Est. Cost $541.88 Unrealized
TGT Target Corporation 0.0%
Value ($000) $350 Shares 4,596 Est. Cost $58.46 Unrealized +2.0%
NSRGY Nestle S.A. 0.0%
Value ($000) $349 Shares 4,510 Est. Cost $69.06 Unrealized
IVOO Vanguard S&P Mid-Cap 400 Index 0.0%
Value ($000) $340 Shares 2,582 Est. Cost $101.38 Unrealized
VTI Vanguard Total Stock Market 0.0%
Value ($000) $333 Shares 2,371 Est. Cost $106.97 Unrealized
BSX Boston Scientific 0.0%
Value ($000) $329 Shares 10,053 Est. Cost $23.22 Unrealized +29.9%
ADP Automatic Data Processing Inc. 0.0%
Value ($000) $325 Shares 2,420 Est. Cost $98.61 Unrealized +9.3%
MUR Murphy Oil Corporation 0.0%
Value ($000) $315 Shares 9,330 Est. Cost $33.66 Unrealized -30.5%
SAM Boston Beer Company Inc. 0.0%
Value ($000) $313 Shares 1,046 Est. Cost $243.65 Unrealized 0.0%
AZN Astrazeneca PLC (ADR) 0.0%
Value ($000) $307 Shares 8,729 Est. Cost $39.14 Unrealized
SYY SYSCO Corporation 0.0%
Value ($000) $306 Shares 4,474 Est. Cost $45.82 Unrealized +14.1%
F Ford Motor Company 0.0%
Value ($000) $296 Shares 26,783 Est. Cost $7.93 Unrealized -2.4%
GPC Genuine Parts Company 0.0%
Value ($000) $294 Shares 3,204 Est. Cost $54.69 Unrealized +33.7%
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $293 Shares 1,175 Est. Cost $245.55 Unrealized
PAYX Paychex Inc. 0.0%
Value ($000) $280 Shares 4,098 Est. Cost $29.14 Unrealized +76.9%
VFC V.F. Corporation 0.0%
Value ($000) $278 Shares 3,407 Est. Cost $72.31 Unrealized +4.2%
AMAT Applied Materials Inc. 0.0%
Value ($000) $275 Shares 5,957 Est. Cost $34.25 Unrealized +37.9%
APD Air Products & Chem 0.0%
Value ($000) $273 Shares 1,750 Est. Cost $135.74 Unrealized -0.1%
ITOT iShares Core S&P Total US Stoc 0.0%
Value ($000) $272 Shares 4,354 Est. Cost $62.47 Unrealized
Dell Technologies Inc. Class V 0.0%
Value ($000) $269 Shares 3,180 Est. Cost $49.95 Unrealized
VB Vanguard Small Cap ETF 0.0%
Value ($000) $261 Shares 1,679 Est. Cost $125.04 Unrealized
SDY SPDR S&P Dividend 0.0%
Value ($000) $260 Shares 2,810 Est. Cost $73.53 Unrealized
CHE Chemed Corp. 0.0%
Value ($000) $257 Shares 800 Est. Cost $258.08 Unrealized +18.2%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $255 Shares 3,232 Est. Cost $56.39 Unrealized +24.9%
LOW Lowe's Companies Inc. 0.0%
Value ($000) $252 Shares 2,635 Est. Cost $81.66 Unrealized -3.6%
Xilinx Inc. 0.0%
Value ($000) $250 Shares 3,837 Est. Cost $41.44 Unrealized
New York Community Bancorp Inc 0.0%
Value ($000) $249 Shares 22,595 Est. Cost $13.99 Unrealized
SYK Stryker Corporation 0.0%
Value ($000) $248 Shares 1,466 Est. Cost $147.88 Unrealized +4.7%
SAFT Safety Insurance Group 0.0%
Value ($000) $243 Shares 2,850 Est. Cost $71.20 Unrealized +16.5%
CAT Caterpillar Inc. 0.0%
Value ($000) $241 Shares 1,775 Est. Cost $97.74 Unrealized +29.5%
Array BioPharma Inc. 0.0%
Value ($000) $235 Shares 14,000 Est. Cost $16.29 Unrealized
XLV Health Care Select Sector SPDR 0.0%
Value ($000) $229 Shares 2,742 Est. Cost $83.52 Unrealized
KBE KBW Bank ETF 0.0%
Value ($000) $228 Shares 4,827 Est. Cost $47.86 Unrealized
ED Consolidated Edison Inc. 0.0%
Value ($000) $226 Shares 2,899 Est. Cost $58.00 Unrealized 0.0%
Andeavor 0.0%
Value ($000) $223 Shares 1,700 Est. Cost $131.18 Unrealized
SCHB Schwab U.S. Broad Market ETF 0.0%
Value ($000) $218 Shares 3,300 Est. Cost $60.91 Unrealized
ROK Rockwell Automation Inc. 0.0%
Value ($000) $217 Shares 1,303 Est. Cost $163.88 Unrealized -7.9%
BDX Becton Dickinson Co. 0.0%
Value ($000) $216 Shares 902 Est. Cost $198.45 Unrealized 0.0%
PSA Public Storage Inc. 0.0%
Value ($000) $216 Shares 951 Est. Cost $152.08 Unrealized 0.0%
LSI Logic Corporation 0.0%
Value ($000) $216 Shares 2,220 Est. Cost $97.30 Unrealized
SIEGY Siemens A G ADR 0.0%
Value ($000) $214 Shares 3,245 Est. Cost $70.48 Unrealized
TMO Thermo Fisher Scientific 0.0%
Value ($000) $210 Shares 1,015 Est. Cost $205.54 Unrealized +1.2%
EMR Emerson Electric Co. 0.0%
Value ($000) $207 Shares 2,997 Est. Cost $58.98 Unrealized -0.6%
YUM Yum Brands 0.0%
Value ($000) $207 Shares 2,648 Est. Cost $68.23 Unrealized +6.4%
MUSA Murphy USA 0.0%
Value ($000) $206 Shares 2,774 Est. Cost $73.43 Unrealized -8.6%
DE Deere & Company 0.0%
Value ($000) $201 Shares 1,438 Est. Cost $143.98 Unrealized -8.8%
United Financial Bancorp 0.0%
Value ($000) $190 Shares 10,883 Est. Cost $14.84 Unrealized
NAK Northern Dynasty Minerals Ltd 0.0%
Value ($000) $99 Shares 182,900 Est. Cost $1.21 Unrealized -40.4%
ASX ASE Industrial Holding Co Ltd 0.0%
Value ($000) $77 Shares 16,784 Est. Cost $4.59 Unrealized
AVEO Pharmaceuticals Inc 0.0%
Value ($000) $51 Shares 22,600 Est. Cost $3.63 Unrealized
LYG Lloyds TSB Group plc (ADR) 0.0%
Value ($000) $51 Shares 15,394 Est. Cost $3.70 Unrealized
Cloud Peak Energy Inc. 0.0%
Value ($000) $35 Shares 10,000 Est. Cost $4.60 Unrealized
Golden Star Resources LTD 0.0%
Value ($000) $21 Shares 30,717 Est. Cost $0.66 Unrealized
Timberline Resources Corp 0.0%
Value ($000) $11 Shares 93,650 Est. Cost $0.41 Unrealized
EvoLucia Inc. 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
Fortune Nat Res Corp No Stockh 0.0%
Value ($000) $0 Shares 18,000 Est. Cost Unrealized
Genomed Inc. 0.0%
Value ($000) $0 Shares 12,425 Est. Cost Unrealized
Cronus Corp. 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
Tivus Inc. 0.0%
Value ($000) $0 Shares 1,108,000 Est. Cost Unrealized
QOIL Quest Oil Corp. 0.0%
Value ($000) $0 Shares 11,000 Est. Cost $0.00 Unrealized -9.0%
Petaquilla Minerals 0.0%
Value ($000) $0 Shares 222,500 Est. Cost $0.00 Unrealized
Onmedia International Inc Illi 0.0%
Value ($000) $0 Shares 80,000 Est. Cost Unrealized