Estabrook Capital Management Diversified Active

Location: New York, NY

CIK: 0001344717 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 14, 2020

Total Value: $475.2B (100.0% shares, 0.0% debt)

Holdings (340)

MSFT MICROSOFT CORPORATION 9.9%
Value $46.82B Shares 296,891 Est. Cost $26.70 Unrealized +485.5%
JPM J.P. MORGAN CHASE & CO 4.7%
Value $22.15B Shares 246,033 Est. Cost $36.24 Unrealized +185.9%
INTC INTEL CORPORATION 4.1%
Value $19.64B Shares 362,849 Est. Cost $18.19 Unrealized +187.7%
AAPL APPLE COMPUTER INC 3.8%
Value $17.92B Shares 70,472 Est. Cost $26.09 Unrealized +172.4%
COST COSTCO WHOLESALE CORP 3.7%
Value $17.7B Shares 62,089 Est. Cost $91.27 Unrealized +204.3%
JNJ JOHNSON & JOHNSON 3.0%
Value $14.34B Shares 109,346 Est. Cost $59.66 Unrealized +101.4%
HON HONEYWELL INTERNATIONAL INC. 2.9%
Value $13.64B Shares 101,949 Est. Cost $53.13 Unrealized +157.1%
VZ VERIZON COMMUNICATIONS 2.8%
Value $13.35B Shares 248,459 Est. Cost $26.98 Unrealized +52.0%
UNP UNION PAC CORP 2.7%
Value $12.71B Shares 90,126 Est. Cost $65.05 Unrealized +122.9%
MDT MEDTRONIC PLC 2.6%
Value $12.27B Shares 136,032 Est. Cost $58.56 Unrealized +54.0%
CSCO CISCO SYS INC 2.6%
Value $12.21B Shares 310,643 Est. Cost $15.50 Unrealized +136.6%
PFE PFIZER INC 2.4%
Value $11.28B Shares 345,650 Est. Cost $17.15 Unrealized +50.6%
TIFFANY & CO NEW 2.2%
Value $10.66B Shares 82,311 Est. Cost $75248.63 Unrealized
PNC PNC FINANCIAL GROUP 2.2%
Value $10.31B Shares 107,670 Est. Cost $47.34 Unrealized +128.8%
MRK MERCK & COMPANY 2.0%
Value $9.607B Shares 124,869 Est. Cost $32.16 Unrealized +102.4%
IBM INTERNATIONAL BUSINESS MACHINE 1.9%
Value $8.841B Shares 79,696 Est. Cost $111.12 Unrealized -11.6%
C CITIGROUP INC 1.7%
Value $8.298B Shares 197,008 Est. Cost $37.41 Unrealized +44.8%
FRPH FRP HLDGS INC COM 1.7%
Value $8.212B Shares 190,984 Est. Cost $15.94 Unrealized +45.8%
BAC BANK OF AMERICA 1.6%
Value $7.775B Shares 366,222 Est. Cost $15.68 Unrealized +65.3%
GLW CORNING INC 1.5%
Value $6.91B Shares 336,431 Est. Cost $14.08 Unrealized +56.9%
CB CHUBB LIMITED COM 1.4%
Value $6.602B Shares 59,108 Est. Cost $96.95 Unrealized +34.5%
T A T & T INC 1.3%
Value $6.253B Shares 214,497 Est. Cost $13.13 Unrealized +38.4%
NSC NORFOLK SOUTHN CORP 1.3%
Value $6.171B Shares 42,270 Est. Cost $57.67 Unrealized +183.7%
UNH UNITEDHEALTH GROUP INC 1.2%
Value $5.898B Shares 23,649 Est. Cost $67.04 Unrealized +272.5%
CANADIAN PAC RY LTD COM 1.2%
Value $5.772B Shares 26,287 Est. Cost $121380.00 Unrealized
DUK DUKE ENERGY CORPORATION COM NE 1.2%
Value $5.753B Shares 71,131 Est. Cost $45.90 Unrealized +58.4%
AMGN AMGEN INC 1.2%
Value $5.727B Shares 28,251 Est. Cost $115.55 Unrealized +57.7%
CVX CHEVRON CORPORATION 1.2%
Value $5.643B Shares 77,879 Est. Cost $69.53 Unrealized +9.3%
GOOGL ALPHABET CLASS A 1.2%
Value $5.527B Shares 4,757 Est. Cost $53.82 Unrealized +25.0%
COP CONOCOPHILLIPS 1.1%
Value $5.39B Shares 175,008 Est. Cost $38.76 Unrealized +5.7%
HD HOME DEPOT INC 1.0%
Value $4.576B Shares 24,506 Est. Cost $87.84 Unrealized +116.4%
NEE NEXTERA ENERGY INC COM 1.0%
Value $4.549B Shares 18,905 Est. Cost $21.65 Unrealized +150.8%
DISCOVERY COMMUNICATNS NEW COM 1.0%
Value $4.523B Shares 232,655 Est. Cost $28069.33 Unrealized
MMM 3M COMPANY COM 0.9%
Value $4.3B Shares 31,502 Est. Cost $75.24 Unrealized +40.8%
PG PROCTER & GAMBLE CO 0.9%
Value $4.138B Shares 37,618 Est. Cost $59.54 Unrealized +74.4%
WMT WAL MART STORES INC 0.9%
Value $4.072B Shares 35,840 Est. Cost $19.71 Unrealized +79.5%
NOC NORTHROP GRUMMAN CORP 0.8%
Value $3.793B Shares 12,538 Est. Cost $69.24 Unrealized +355.7%
XOM EXXON MOBIL CORPORATION 0.8%
Value $3.691B Shares 97,211 Est. Cost $53.31 Unrealized -21.1%
WFC WELLS FARGO NEW 0.8%
Value $3.677B Shares 128,132 Est. Cost $29.20 Unrealized +25.5%
AFL AFLAC INC 0.8%
Value $3.641B Shares 106,337 Est. Cost $32.62 Unrealized +21.6%
WMB WILLIAMS CO 0.8%
Value $3.619B Shares 255,762 Est. Cost $17.92 Unrealized -21.9%
TGT TARGET CORP 0.7%
Value $3.336B Shares 35,885 Est. Cost $61.16 Unrealized +55.3%
NKE NIKE INC CLASS B 0.7%
Value $3.18B Shares 38,435 Est. Cost $49.55 Unrealized +73.3%
BIIB BIOGEN, INC. 0.7%
Value $3.164B Shares 10,000 Est. Cost $223.80 Unrealized +35.6%
ETN EATON CORP PLC SHS 0.7%
Value $3.127B Shares 40,247 Est. Cost $46.59 Unrealized +77.3%
PEP PEPSICO INC 0.6%
Value $3.067B Shares 25,535 Est. Cost $70.02 Unrealized +61.0%
DD DUPONT DE NEMOURS INC COM 0.6%
Value $3.065B Shares 89,870 Est. Cost $27.24 Unrealized -33.4%
TXN TEXAS INSTRUMENTS INC 0.6%
Value $2.808B Shares 28,099 Est. Cost $41.46 Unrealized +145.1%
DOW DOW INC COM 0.6%
Value $2.655B Shares 90,812 Est. Cost $36.37 Unrealized -15.9%
BK BANK OF NEW YORK MELLON CORPOR 0.5%
Value $2.521B Shares 74,839 Est. Cost $35.62 Unrealized -0.7%
DIS DISNEY (WALT) PRODUCTIONS 0.5%
Value $2.513B Shares 26,011 Est. Cost $96.06 Unrealized +28.6%
USB U S BANCORP 0.5%
Value $2.415B Shares 70,096 Est. Cost $22.41 Unrealized +66.1%
DOV DOVER CORP 0.5%
Value $2.397B Shares 28,554 Est. Cost $40.93 Unrealized +138.9%
RNR RENAISSANCERE HLDGS LTD ORD 0.5%
Value $2.289B Shares 15,329 Est. Cost $88.89 Unrealized +100.2%
LLY LILLY ELI & CO 0.4%
Value $2.061B Shares 14,855 Est. Cost $41.78 Unrealized +206.8%
GMAC CAP TR I GTD TR PFD-2 0.4%
Value $2.043B Shares 99,619 Est. Cost $25436.64 Unrealized
CTVA CORTEVA INC COM 0.4%
Value $1.991B Shares 84,728 Est. Cost $25.02 Unrealized +2.2%
NXPI NXP SEMICONDUCTORS N V COM 0.4%
Value $1.754B Shares 21,152 Est. Cost $88.60 Unrealized +19.7%
ADI ANALOG DEVICES INC 0.4%
Value $1.703B Shares 19,000 Est. Cost $57.16 Unrealized +72.0%
GLOG 8.75 PERP A GASLOG LTD PFD SHS SER A 0.3%
Value $1.483B Shares 103,313 Est. Cost $23254.90 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR 0.3%
Value $1.337B Shares 40,944 Est. Cost $60070.17 Unrealized
ALL ALLSTATE CORP 0.3%
Value $1.296B Shares 14,124 Est. Cost $57.46 Unrealized +64.0%
UNITED TECHNOLOGIES CORP. 0.3%
Value $1.239B Shares 13,131 Est. Cost $94875.31 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL 0.2%
Value $1.124B Shares 6,149 Est. Cost $153.96 Unrealized +38.1%
BMY BRISTOL MYERS SQUIBB CO. 0.2%
Value $1.108B Shares 19,880 Est. Cost $32.66 Unrealized +48.8%
PATRIOT TRANSPORTATION HOLDING 0.2%
Value $1.052B Shares 113,734 Est. Cost $21508.63 Unrealized
CNI CANADIAN NATL RY CO 0.2%
Value $958M Shares 12,335 Est. Cost $40.67 Unrealized +91.6%
PEOPLES UNITED FINANCIAL 0.2%
Value $950M Shares 85,936 Est. Cost $15055.60 Unrealized
RAYTHEON CO NEW COM 0.2%
Value $890M Shares 6,788 Est. Cost $66119.99 Unrealized
ABT ABBOTT LABS 0.2%
Value $862M Shares 10,927 Est. Cost $33.65 Unrealized +123.9%
V VISA INC COM CL A 0.2%
Value $785M Shares 4,872 Est. Cost $63.18 Unrealized +186.0%
GENERAL ELECTRIC COMPANY 0.2%
Value $765M Shares 96,319 Est. Cost $23231.46 Unrealized
IBERIABANK CORP DSHS 1/400 PFD 0.2%
Value $754M Shares 32,231 Est. Cost $26200.09 Unrealized
ELAN ELANCO ANIMAL HEALTH INC COM 0.2%
Value $744M Shares 33,240 Est. Cost $27.57 Unrealized -0.7%
BLX BANCO LATINOAMER EXPORT S A CL 0.1%
Value $707M Shares 68,594 Est. Cost $13.74 Unrealized -5.6%
FDX FEDEX CORP 0.1%
Value $678M Shares 5,591 Est. Cost $134.66 Unrealized -6.3%
KO COCA COLA CO 0.1%
Value $664M Shares 15,016 Est. Cost $28.79 Unrealized +56.3%
ABBV ABBVIE INC COM 0.1%
Value $647M Shares 8,494 Est. Cost $26.55 Unrealized +153.1%
GOOG ALPHABET CLASS C 0.1%
Value $622M Shares 535 Est. Cost $50.72 Unrealized +32.8%
LINDE PLC COM 0.1%
Value $618M Shares 3,570 Est. Cost $156039.97 Unrealized
CSX CSX CORP 0.1%
Value $568M Shares 9,905 Est. Cost $7.25 Unrealized +197.4%
IRM IRON MTN INC NEW COM 0.1%
Value $520M Shares 21,832 Est. Cost $23.06 Unrealized -2.2%
FNF FIDELITY NATIONAL FINANCIAL FN 0.1%
Value $508M Shares 20,418 Est. Cost $27.75 Unrealized +8.0%
SON SONOCO PRODUCTS 0.1%
Value $498M Shares 10,751 Est. Cost $23.28 Unrealized +85.1%
HII HUNTINGTON INGALLS INDS INC CO 0.1%
Value $480M Shares 2,633 Est. Cost $47.53 Unrealized +328.6%
ZBH ZIMMER HLDGS INC 0.1%
Value $446M Shares 4,410 Est. Cost $67.30 Unrealized +85.5%
NSRGY NESTLE ADR 0.1%
Value $442M Shares 4,300 Est. Cost $65779.99 Unrealized
SYK STRYKER CORP 0.1%
Value $442M Shares 2,654 Est. Cost $63.14 Unrealized +190.3%
AXP AMERICAN EXPRESS COMPANY 0.1%
Value $399M Shares 4,660 Est. Cost $60.98 Unrealized +76.4%
BDX BECTON DICKINSON & CO 0.1%
Value $396M Shares 1,725 Est. Cost $144.69 Unrealized +55.5%
NVDA NVIDIA CORP COM 0.1%
Value $384M Shares 1,455 Est. Cost $1.38 Unrealized +354.8%
BKR BAKER HUGHES A GE CO CL A 0.1%
Value $367M Shares 34,932 Est. Cost $27.00 Unrealized -41.0%
EPD ENTERPRISE PRODS PARTNERS L CO 0.1%
Value $362M Shares 25,290 Est. Cost $44150.54 Unrealized
VMC VULCAN MATERIALS CO 0.1%
Value $361M Shares 3,342 Est. Cost $62.37 Unrealized +94.8%
OMC OMNICOM GROUP 0.1%
Value $332M Shares 6,046 Est. Cost $41.33 Unrealized +38.3%
LHX L3 HARRIS TECHNOLOGIES INC COM 0.1%
Value $319M Shares 1,770 Est. Cost $180.55 Unrealized +0.8%
EIX EDISON INTERNATIONAL 0.1%
Value $309M Shares 5,646 Est. Cost $30.71 Unrealized +72.9%
SNY SANOFI-AVENTIS ADR 0.1%
Value $303M Shares 6,933 Est. Cost $48251.92 Unrealized
CMCSA COMCAST CORP NEW COM CL A 0.1%
Value $300M Shares 8,722 Est. Cost $25.91 Unrealized +39.1%
PPG PPG INDS INC 0.1%
Value $293M Shares 3,500 Est. Cost $75.04 Unrealized +31.9%
MCD MCDONALDS CORP 0.1%
Value $278M Shares 1,683 Est. Cost $72.01 Unrealized +138.6%
DE DEERE & CO. 0.1%
Value $271M Shares 1,960 Est. Cost $68.04 Unrealized +114.1%
SLB SCHLUMBERGER 0.1%
Value $271M Shares 20,063 Est. Cost $51.21 Unrealized -50.6%
AME AMETEK INC NEW 0.1%
Value $270M Shares 3,750 Est. Cost $44.57 Unrealized +94.5%
PNW PINNACLE WEST CAP CORP 0.1%
Value $269M Shares 3,555 Est. Cost $35.40 Unrealized +98.7%
CITIGROUP INC DEP SHS PFD S 0.1%
Value $268M Shares 10,595 Est. Cost $26097.18 Unrealized
HANESBRANDS INC COM 0.1%
Value $259M Shares 32,914 Est. Cost $19124.20 Unrealized
JACOBS ENGR GROUP INC 0.1%
Value $254M Shares 3,200 Est. Cost $55130.00 Unrealized
FDS FACTSET RESH SYS INC COM 0.1%
Value $250M Shares 960 Est. Cost $92.45 Unrealized +178.2%
ROYAL DUTCH SHELL PLC SPON ADR 0.1%
Value $241M Shares 6,895 Est. Cost $62187.73 Unrealized
NVGS NAVIGATOR HOLDINGS LTD SHS 0.1%
Value $239M Shares 53,503 Est. Cost $15.42 Unrealized -37.2%
GWW GRAINGER W W INC 0.0%
Value $236M Shares 950 Est. Cost $201.89 Unrealized +36.4%
FORD MTR CO DEL 6.2 SR NT 59 0.0%
Value $222M Shares 14,150 Est. Cost $26670.03 Unrealized
IEX IDEX CORP 0.0%
Value $221M Shares 1,600 Est. Cost $45.08 Unrealized +224.2%
HUM HUMANA INC 0.0%
Value $211M Shares 673 Est. Cost $77.23 Unrealized +314.3%
KMI KINDER MORGAN INC DEL COM 0.0%
Value $208M Shares 14,948 Est. Cost $13.25 Unrealized +0.8%
WM WASTE MANAGEMENT INC 0.0%
Value $207M Shares 2,236 Est. Cost $32.55 Unrealized +220.0%
CVS CVS CORPORATION 0.0%
Value $206M Shares 3,475 Est. Cost $56.70 Unrealized -2.4%
KMB KIMBERLY CLARK CORP 0.0%
Value $204M Shares 1,599 Est. Cost $85.33 Unrealized +31.4%
BP BP AMOCO ADS 0.0%
Value $202M Shares 8,302 Est. Cost $37379.96 Unrealized
HPQ HP INC COM 0.0%
Value $198M Shares 11,400 Est. Cost $10.42 Unrealized +58.3%
TE CONNECTIVITY LTD 0.0%
Value $195M Shares 3,097 Est. Cost $50418.07 Unrealized
STIFEL FINL CORP 6.25 DPSHS PF 0.0%
Value $193M Shares 7,950 Est. Cost $25687.03 Unrealized
AMZN AMAZON COM INC 0.0%
Value $191M Shares 98 Est. Cost $80.64 Unrealized +20.0%
ENB ENBRIDGE INC COM 0.0%
Value $190M Shares 6,519 Est. Cost $24.41 Unrealized +2.4%
PSX PHILLIPS 66 COM 0.0%
Value $184M Shares 3,421 Est. Cost $44.22 Unrealized +44.3%
QCOM QUALCOMM INC 0.0%
Value $177M Shares 2,623 Est. Cost $46.55 Unrealized +54.5%
PRNHX T ROWE PRICE NEW HORIZON FD 0.0%
Value $177M Shares 3,394 Est. Cost $44318.93 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value $174M Shares 1,700 Est. Cost $64.87 Unrealized +106.5%
ORCL ORACLE SYS CORP 0.0%
Value $170M Shares 3,510 Est. Cost $30.19 Unrealized +57.3%
NATIONAL-OILWELL INC COM 0.0%
Value $168M Shares 17,122 Est. Cost $68900.00 Unrealized
MTB M & T BK CORP 0.0%
Value $168M Shares 1,623 Est. Cost $83.28 Unrealized +45.5%
ROK ROCKWELL INTL CORP NEW 0.0%
Value $151M Shares 1,000 Est. Cost $67.20 Unrealized +148.9%
SWPPX SCHWAB S&P 500 INDEX FD 0.0%
Value $150M Shares 3,780 Est. Cost $49389.94 Unrealized
JPMORGAN CHASE & CO 6 DEP NCM 0.0%
Value $139M Shares 5,300 Est. Cost $26820.97 Unrealized
GIS GENERAL MILLS INC 0.0%
Value $137M Shares 2,600 Est. Cost $31.98 Unrealized +35.4%
MCO MOODYS CORP 0.0%
Value $127M Shares 600 Est. Cost $53.10 Unrealized +335.7%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value $126M Shares 885 Est. Cost $49.85 Unrealized +196.0%
VARIAN MED SYS INC 0.0%
Value $123M Shares 1,200 Est. Cost $67450.00 Unrealized
GASLOG LTD SHS 0.0%
Value $115M Shares 31,800 Est. Cost $16199.85 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $110M Shares 3,359 Est. Cost $8.48 Unrealized +360.6%
EMR EMERSON ELEC CO 0.0%
Value $110M Shares 2,300 Est. Cost $40.02 Unrealized +44.3%
AT&T INC 5 DEP RP PFD A 0.0%
Value $108M Shares 4,750 Est. Cost $26300.00 Unrealized
A AGILENT TECHNOLOGIES INC. 0.0%
Value $107M Shares 1,495 Est. Cost $27.97 Unrealized +175.9%
QIAGEN NV SHS NEW 0.0%
Value $106M Shares 2,549 Est. Cost $28969.99 Unrealized
WLY WILEY JOHN & SONS INC CLASS A 0.0%
Value $105M Shares 2,800 Est. Cost $27.09 Unrealized +26.5%
TXT TEXTRON INC 0.0%
Value $101M Shares 3,800 Est. Cost $26.50 Unrealized +51.3%
WPP WPP PLC NEW ADR 0.0%
Value $101M Shares 3,000 Est. Cost $85390.00 Unrealized
CI CIGNA CORP NEW 0.0%
Value $97.09M Shares 548 Est. Cost $190.77 Unrealized -7.0%
GLAXO PLC 0.0%
Value $96.92M Shares 2,558 Est. Cost $49970.00 Unrealized
NDAQ NASDAQ STOCK MARKET INC COM 0.0%
Value $95.52M Shares 1,006 Est. Cost $32.57 Unrealized 0.0%
PRU PRUDENTIAL FINL INC COM 0.0%
Value $94.22M Shares 1,807 Est. Cost $53.95 Unrealized +9.3%
TRV TRAVELERS COMPANIES INC 0.0%
Value $92.3M Shares 929 Est. Cost $66.65 Unrealized +64.5%
HPE HEWLETT PACKARD ENTERPRISE CCO 0.0%
Value $91.27M Shares 9,400 Est. Cost $6.50 Unrealized +66.8%
NTIC NORTHERN TECH INTL CORP 0.0%
Value $90.19M Shares 12,188 Est. Cost $8.10 Unrealized +33.6%
PRITX ROWE T PRICE INTL FDS INC INTL 0.0%
Value $87.25M Shares 5,968 Est. Cost $14762.38 Unrealized
NEM NEWMONT MNG CORP 0.0%
Value $82.27M Shares 1,817 Est. Cost $27.83 Unrealized +36.2%
MKSI MKS INSTRS INC 0.0%
Value $81.45M Shares 1,000 Est. Cost $23.45 Unrealized +317.3%
MSM MSC INDL DIRECT INC CL A 0.0%
Value $75.69M Shares 1,377 Est. Cost $65.85 Unrealized 0.0%
D DOMINION RES INC VA NEW 0.0%
Value $73.71M Shares 1,021 Est. Cost $41.24 Unrealized +53.1%
MORGAN STANLEY PFD A 1/1000 0.0%
Value $73.06M Shares 3,815 Est. Cost $23602.89 Unrealized
HSY HERSHEY FOODS CORP 0.0%
Value $72.88M Shares 550 Est. Cost $74.38 Unrealized +72.7%
AEE AMEREN CORP 0.0%
Value $72.83M Shares 1,000 Est. Cost $38.04 Unrealized +75.8%
STT STATE STREET CORP 0.0%
Value $71.38M Shares 1,340 Est. Cost $46.48 Unrealized +23.2%
APERGY CORP COM 0.0%
Value $69.21M Shares 12,037 Est. Cost $41750.02 Unrealized
HAS HASBRO BRADLEY INC 0.0%
Value $66.4M Shares 928 Est. Cost $68.83 Unrealized 0.0%
VFC V F CORP 0.0%
Value $64.9M Shares 1,200 Est. Cost $58.13 Unrealized +34.1%
GL GLOBE LIFE INC COM 0.0%
Value $64.77M Shares 900 Est. Cost $86.06 Unrealized +4.2%
ET ENERGY TRANSFER EQUITY L P COM 0.0%
Value $63.88M Shares 13,888 Est. Cost $16659.30 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value $62.51M Shares 747 Est. Cost $32.07 Unrealized +196.1%
BUNGE LIMITED COM 0.0%
Value $61.55M Shares 1,500 Est. Cost $70769.98 Unrealized
MS MORGAN STANLEY 0.0%
Value $58.14M Shares 1,710 Est. Cost $19.43 Unrealized +101.4%
CAT CATERPILLAR 0.0%
Value $58.02M Shares 500 Est. Cost $61.55 Unrealized +84.2%
LYB LYONDELLBASELL INDUSTRIES N SH 0.0%
Value $56.38M Shares 1,136 Est. Cost $50.18 Unrealized -1.1%
WELLS FARGO & CO NEW DEP PFD V 0.0%
Value $56.36M Shares 2,250 Est. Cost $25257.12 Unrealized
BROOKFIELD ASSET MGMT INC CL A 0.0%
Value $55.31M Shares 1,875 Est. Cost $31840.35 Unrealized
GPC GENUINE PARTS CO 0.0%
Value $53.86M Shares 800 Est. Cost $73.37 Unrealized +2.5%
BWA BORG WARNER AUTOMOTIVE INC 0.0%
Value $53.64M Shares 2,201 Est. Cost $28.02 Unrealized -5.7%
PPL PPL CORP 0.0%
Value $53.56M Shares 2,170 Est. Cost $25.23 Unrealized -0.1%
TELEPHONE & DATA SYSTEM 7.000 0.0%
Value $53.13M Shares 2,500 Est. Cost $25820.00 Unrealized
BA BOEING CO 0.0%
Value $50.86M Shares 341 Est. Cost $161.93 Unrealized +68.5%
JPMORGAN CHASE & CO DEP SHS RE 0.0%
Value $50.3M Shares 2,000 Est. Cost $25920.00 Unrealized
TELEPHONE & DATA SYSTEM 5.875 0.0%
Value $50.25M Shares 2,500 Est. Cost $24070.00 Unrealized
VLY VALLEY NATL BANCORP 0.0%
Value $49.91M Shares 6,827 Est. Cost $9.34 Unrealized +4.7%
US BANCORP 5.15 PFD SERIES H 0.0%
Value $48.38M Shares 2,000 Est. Cost $23450.00 Unrealized
PUBLIC STORAGE 5.20 SERIES X 0.0%
Value $48.04M Shares 2,000 Est. Cost $23246.99 Unrealized
ECL ECOLAB INC 0.0%
Value $46.75M Shares 300 Est. Cost $76.55 Unrealized +130.3%
F FORD MTR CO DEL PAR $0.01 0.0%
Value $46.13M Shares 9,550 Est. Cost $7.77 Unrealized -27.2%
WSO WATSCO INC 0.0%
Value $45.99M Shares 291 Est. Cost $168.85 Unrealized 0.0%
XYL XYLEM INC COM 0.0%
Value $45.59M Shares 700 Est. Cost $23.44 Unrealized +213.3%
MDLZ MONDELEZ INTL INC COM 0.0%
Value $44.77M Shares 894 Est. Cost $27.30 Unrealized +71.1%
VTMGX VANGUARD TAX MANAGED INTL FDDE 0.0%
Value $43.97M Shares 4,109 Est. Cost $13180.09 Unrealized
SPX CORP 0.0%
Value $42.43M Shares 1,300 Est. Cost $71980.00 Unrealized
MAGELLAN MIDSTREAM PRTNRS LPCO 0.0%
Value $41.96M Shares 1,150 Est. Cost $58288.87 Unrealized
VIMAX VANGUARD INDEX FDS MDCAP INDX 0.0%
Value $41.91M Shares 257 Est. Cost $207610.89 Unrealized
SWK STANLEY BLACK AND DECKER INC 0.0%
Value $41.6M Shares 416 Est. Cost $56.98 Unrealized +109.0%
VOD VODAFONE GROUP PLC NEW SPNSR A 0.0%
Value $40.1M Shares 2,912 Est. Cost $28728.22 Unrealized
BVERS BEAVER COAL CO, LTD PRTNSH 0.0%
Value $39.87M Shares 35 Est. Cost $850000.00 Unrealized
VSMAX VANGUARD INDEX FDS SMCP INDEX 0.0%
Value $38.16M Shares 690 Est. Cost $73789.85 Unrealized
LOW LOWES CO 0.0%
Value $37.43M Shares 435 Est. Cost $36.58 Unrealized +168.6%
PEG PUBLIC SVC ENTERPRISES 0.0%
Value $37.41M Shares 833 Est. Cost $25.70 Unrealized +71.8%
CITIGROUP CAPITAL 7.875 XIII 0.0%
Value $37.12M Shares 1,450 Est. Cost $26307.59 Unrealized
SPX FLOW INC COM 0.0%
Value $36.95M Shares 1,300 Est. Cost $34430.00 Unrealized
EQR EQUITY RESIDENTIAL PPTYS TR 0.0%
Value $36.9M Shares 598 Est. Cost $61.36 Unrealized 0.0%
BCE BCE INC COM NEW 0.0%
Value $36.77M Shares 900 Est. Cost $22.29 Unrealized +35.0%
NFG NATIONAL FUEL GAS CO N J 0.0%
Value $35.43M Shares 950 Est. Cost $60.82 Unrealized -32.6%
FRBAX HANCOCK JOHN INVT TR II REGL B 0.0%
Value $35.01M Shares 2,169 Est. Cost $19178.36 Unrealized
TV GRUPO TELEVISA SA DE CV 0.0%
Value $34.8M Shares 6,000 Est. Cost $24840.00 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $33.08M Shares 250 Est. Cost $115.47 Unrealized +25.6%
DNOW NOW INC COM 0.0%
Value $32.93M Shares 6,381 Est. Cost $33.70 Unrealized -73.3%
CLX CLOROX CO 0.0%
Value $32.05M Shares 185 Est. Cost $98.77 Unrealized +40.4%
IP INTERNATIONAL PAPER CO 0.0%
Value $31.13M Shares 1,000 Est. Cost $25.91 Unrealized +10.0%
MLM MARTIN MARIETTA MTLS INC 0.0%
Value $29.71M Shares 157 Est. Cost $255.58 Unrealized -10.2%
EBAY INC NT 56 0.0%
Value $29.69M Shares 1,200 Est. Cost $25200.00 Unrealized
FEUPX EURO PAC GROWTH FD AMERICAN FD 0.0%
Value $29.67M Shares 688 Est. Cost $52030.52 Unrealized
SLMCX COLUMBIA FDS SER TR II MASS SL 0.0%
Value $29.55M Shares 460 Est. Cost $77749.10 Unrealized
TJX TJX COS INC NEW 0.0%
Value $29.07M Shares 608 Est. Cost $35.90 Unrealized +48.6%
SCHWAB CHARLES CORP NEW DEP SH 0.0%
Value $28.92M Shares 1,150 Est. Cost $26050.44 Unrealized
ICAFX INVESTMENT CO AMER CL F-2 SHS 0.0%
Value $28.17M Shares 885 Est. Cost $34848.94 Unrealized
DHR DANAHER CORP SHS BEN INT 0.0%
Value $27.68M Shares 200 Est. Cost $25.01 Unrealized +425.1%
CODI COMPASS DIVERSIFIED HOLDINGSSH 0.0%
Value $27.47M Shares 2,050 Est. Cost $8.30 Unrealized +78.7%
AIVSX INVESTMENT CO. OF AMERICA 0.0%
Value $26.79M Shares 841 Est. Cost $36372.61 Unrealized
VFIAX VANGUARD INDEX FDS 500INDEX AD 0.0%
Value $26M Shares 109 Est. Cost $274694.44 Unrealized
NVR NVR INC 0.0%
Value $25.69M Shares 10 Est. Cost $1493.76 Unrealized +140.1%
EAT BRINKER INTL INC 0.0%
Value $25.22M Shares 2,100 Est. Cost $32.07 Unrealized +3.9%
HIG HARTFORD FINANCIAL SERVICES 0.0%
Value $24.67M Shares 700 Est. Cost $22.20 Unrealized +105.8%
SJM SMUCKER J M CO COM NEW 0.0%
Value $24.42M Shares 220 Est. Cost $84.05 Unrealized +5.0%
CL COLGATE PALMOLIVE CO 0.0%
Value $23.23M Shares 350 Est. Cost $44.38 Unrealized +38.6%
GM GENERAL MTRS CO COM 0.0%
Value $23.15M Shares 1,114 Est. Cost $31.41 Unrealized -7.1%
SHW SHERWIN WILLIAMS CO 0.0%
Value $22.98M Shares 50 Est. Cost $79.61 Unrealized +115.1%
WELLS FARGO & COMPANY 5.125 P 0.0%
Value $22.95M Shares 1,000 Est. Cost $23111.89 Unrealized
EQT MIDSTREAM PARTNERS LP UNIT 0.0%
Value $22.42M Shares 1,900 Est. Cost $47106.79 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value $22.15M Shares 500 Est. Cost $34.25 Unrealized +9.0%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value $21.87M Shares 160 Est. Cost $76.76 Unrealized +84.9%
NTR NUTRIEN LTD COM 0.0%
Value $21.72M Shares 640 Est. Cost $38.37 Unrealized -14.5%
META FACEBOOK INC CL A 0.0%
Value $21.68M Shares 130 Est. Cost $154.34 Unrealized +26.0%
PIONEER NAT RES CO COM 0.0%
Value $21.05M Shares 300 Est. Cost $144750.00 Unrealized
PRE 6.5 PERP G PARTNERRE 6.5 SERIES G CUM RE 0.0%
Value $20.77M Shares 845 Est. Cost $28979.90 Unrealized
GOLDMAN SACHS GROUP INC PFD 1/ 0.0%
Value $20.67M Shares 1,048 Est. Cost $24040.08 Unrealized
VIACOMCBS INC CL B 0.0%
Value $20.15M Shares 1,438 Est. Cost $32248.17 Unrealized
ARCC ARES CAP CORP COM 0.0%
Value $19.65M Shares 1,823 Est. Cost $6.18 Unrealized +55.0%
VECTOR GROUP LTD COM 0.0%
Value $17.58M Shares 1,866 Est. Cost $21572.06 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.0%
Value $16.82M Shares 190 Est. Cost $77.49 Unrealized -3.7%
UGI UGI CORP NEW 0.0%
Value $16.56M Shares 621 Est. Cost $49.97 Unrealized -24.2%
SWSSX SCHWAB SMALL CAP INDEX FUND 0.0%
Value $16.52M Shares 817 Est. Cost $29119.95 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value $16.07M Shares 596 Est. Cost $33.31 Unrealized -1.1%
ITT ITT INC COM 0.0%
Value $15.88M Shares 350 Est. Cost $35.86 Unrealized +73.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value $15.59M Shares 46 Est. Cost $316.45 Unrealized +5.8%
ATHENE HLDG LTD CL A 0.0%
Value $15.51M Shares 625 Est. Cost $40218.50 Unrealized
WAB WABTEC CORP COM 0.0%
Value $15.4M Shares 320 Est. Cost $69.17 Unrealized -4.1%
KN KNOWLES CORP COM 0.0%
Value $15.39M Shares 1,150 Est. Cost $29.82 Unrealized -41.7%
BK TECHNOLOGIES CORPORATION CO 0.0%
Value $15.18M Shares 9,142 Est. Cost $4049.99 Unrealized
OKE ONEOK INC NEW 0.0%
Value $14.83M Shares 680 Est. Cost $41.19 Unrealized 0.0%
WY WEYERHAEUSER CO 0.0%
Value $14.83M Shares 875 Est. Cost $20.10 Unrealized +5.4%
APD AIR PRODS & CHEMS INC 0.0%
Value $14.57M Shares 73 Est. Cost $192.55 Unrealized +2.3%
CRM SALESFORCE COM INC COM 0.0%
Value $14.4M Shares 100 Est. Cost $154.88 Unrealized +9.4%
GRACE W R & CO DEL NEW 0.0%
Value $14.24M Shares 400 Est. Cost $73310.00 Unrealized
CENTURYTEL INC 0.0%
Value $14.19M Shares 1,500 Est. Cost $21200.00 Unrealized
SYY SYSCO CORP 0.0%
Value $13.92M Shares 305 Est. Cost $24.40 Unrealized +141.1%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value $13.56M Shares 200 Est. Cost $16.24 Unrealized +158.6%
DCUSX DEUTSCHE INVT TR CROCI US FD S 0.0%
Value $13.41M Shares 1,600 Est. Cost $9779.85 Unrealized
BROOKFIELD PROPERTY REIT INCCL 0.0%
Value $12.73M Shares 1,500 Est. Cost $8490.00 Unrealized
HSBC HOLDINGS PERPETUITY 6.2 0.0%
Value $12.52M Shares 500 Est. Cost $24880.00 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value $12.51M Shares 140 Est. Cost $92.62 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value $12.19M Shares 1,000 Est. Cost $21.78 Unrealized +4.5%
SPIRIT AEROSYSTEMS HLDGS INCCO 0.0%
Value $11.96M Shares 500 Est. Cost $58195.00 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value $11.58M Shares 124 Est. Cost $88.95 Unrealized -7.9%
SBUX STARBUCKS CORP 0.0%
Value $11.04M Shares 168 Est. Cost $30.24 Unrealized +134.8%
ANWFX NEW PERSPECTIVE FD INC SHS CL 0.0%
Value $10.97M Shares 285 Est. Cost $35389.64 Unrealized
VREX VAREX IMAGING CORP COM 0.0%
Value $10.9M Shares 480 Est. Cost $31.14 Unrealized -17.3%
WELLS FARGO & CO NEW DEP SHS 1 0.0%
Value $10.36M Shares 406 Est. Cost $25078.70 Unrealized
GOLDMAN SACHS PFD VARIABLE RAT 0.0%
Value $10.3M Shares 544 Est. Cost $21699.81 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value $9.177M Shares 1,896 Est. Cost $21.34 Unrealized -55.8%
METLIFE INC PFD A FLT RATE 0.0%
Value $8.844M Shares 400 Est. Cost $23650.00 Unrealized
EOG EOG RESOURCES INC. 0.0%
Value $8.621M Shares 240 Est. Cost $55.40 Unrealized -10.3%
DVN DEVON ENERGY CORP NEW 0.0%
Value $8.582M Shares 1,242 Est. Cost $37.00 Unrealized -64.5%
TFC TRUIST FINANCIAL CORPORATION C 0.0%
Value $8.481M Shares 275 Est. Cost $40.89 Unrealized -12.0%
BANK OF AMERICA CORPORATION PF 0.0%
Value $8.232M Shares 400 Est. Cost $23690.00 Unrealized
AEP AMERICAN ELECTRIC POWER 0.0%
Value $7.998M Shares 100 Est. Cost $49.79 Unrealized +53.7%
MBGAF DAIMLERCHRYSLER AG ORD 0.0%
Value $7.94M Shares 266 Est. Cost $30.91 Unrealized -3.0%
CFLGX CLEARBRIDGE TACTICAL DIVIDEND 0.0%
Value $7.505M Shares 580 Est. Cost $18879.31 Unrealized
GCI LIBERTY INC COM CLASS A 0.0%
Value $7.178M Shares 126 Est. Cost $52857.14 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value $7.164M Shares 549 Est. Cost $62.87 Unrealized -58.7%
HAL HALLIBURTON CO 0.0%
Value $6.679M Shares 975 Est. Cost $41.36 Unrealized -62.2%
KLAC KLA INSTRS CORP 0.0%
Value $6.325M Shares 44 Est. Cost $33.95 Unrealized +342.5%
FEDERAL HOME LN MTG CORP PFD 8 0.0%
Value $6.09M Shares 1,000 Est. Cost $4650.00 Unrealized
MICRO FOCUS INTERNATIONAL PLC 0.0%
Value $5.415M Shares 1,068 Est. Cost $26190.07 Unrealized
INGR INGREDION INC COM 0.0%
Value $5.285M Shares 70 Est. Cost $84.02 Unrealized +2.2%
PERSPECTA INC COM 0.0%
Value $4.998M Shares 274 Est. Cost $20549.75 Unrealized
KHC KRAFT HEINZ COMPANY 0.0%
Value $4.899M Shares 198 Est. Cost $48.07 Unrealized -57.0%
REG REGENCY CTRS CORP COM 0.0%
Value $4.881M Shares 127 Est. Cost $34.49 Unrealized +30.0%
TDGMW TIDEWATER INC NEW WT EXP 11144 0.0%
Value $4.135M Shares 745 Est. Cost $20000.00 Unrealized
DCP MIDSTREAM PARTNERS LP COM 0.0%
Value $4.07M Shares 1,000 Est. Cost $53915.57 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value $4.035M Shares 423 Est. Cost $16.41 Unrealized -13.6%
OXY OCCIDENTAL PETROLEUM CORP. 0.0%
Value $3.995M Shares 345 Est. Cost $41.72 Unrealized -27.9%
GRMN GARMIN LTD SHS 0.0%
Value $3.973M Shares 53 Est. Cost $73.49 Unrealized +7.8%
PNC FINL SVCS GROUP INC DEP RE 0.0%
Value $3.645M Shares 150 Est. Cost $20110.00 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value $3.189M Shares 1,115 Est. Cost $13.59 Unrealized -46.5%
TDADX TEMPLETON DEVELOPING MKTS TRSH 0.0%
Value $2.747M Shares 167 Est. Cost $20798.05 Unrealized
IT GARTNER GROUP INC NEW 0.0%
Value $2.589M Shares 26 Est. Cost $56.76 Unrealized +141.4%
MET METLIFE INC 0.0%
Value $2.384M Shares 78 Est. Cost $37.51 Unrealized -2.8%
MALLINCKRODT PUB LTD CO SHS 0.0%
Value $1.954M Shares 987 Est. Cost $44090.02 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value $1.784M Shares 50 Est. Cost $53067.64 Unrealized
VVX VECTRUS INC COM 0.0%
Value $1.574M Shares 38 Est. Cost $22.23 Unrealized +129.1%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value $1.518M Shares 90 Est. Cost $21.84 Unrealized -4.7%
TPR TAPESTRY INC 0.0%
Value $1.425M Shares 110 Est. Cost $21.36 Unrealized -4.2%
CMI CUMMINS INC 0.0%
Value $1.353M Shares 10 Est. Cost $137.19 Unrealized -1.8%
PTEN PATTERSON UTI ENERGY INC COM 0.0%
Value $1.175M Shares 500 Est. Cost $21.83 Unrealized -70.4%
PTON PELOTON INTERACTIVE INC CL A C 0.0%
Value $1.142M Shares 43 Est. Cost $27.81 Unrealized 0.0%
BRISTOL MYERS SQUIBB CO CONTNG 0.0%
Value $1.14M Shares 300 Est. Cost $3010.00 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INCL 0.0%
Value $1.023M Shares 7 Est. Cost $98.68 Unrealized 0.0%
ERIC ERICSSON L M TEL CO ADR B SEK 0.0%
Value $971K Shares 120 Est. Cost $11279.74 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value $958K Shares 13 Est. Cost $65.46 Unrealized +20.2%
GCI LIBERTY INC PFD SER A 0.0%
Value $920K Shares 40 Est. Cost $23350.00 Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value $751K Shares 67 Est. Cost $14.97 Unrealized -9.1%
MPC MARATHON PETE CORP COM 0.0%
Value $709K Shares 30 Est. Cost $51.65 Unrealized -25.7%
AIG AMERICAN INTERNATIONAL GROUP I 0.0%
Value $606K Shares 25 Est. Cost $45.11 Unrealized -18.5%
SABR SABRE CORP COM 0.0%
Value $593K Shares 100 Est. Cost $23.52 Unrealized -28.9%
CABDX ALLIANCEBERNSTEIN GRW & INCMCL 0.0%
Value $588K Shares 142 Est. Cost $5626.76 Unrealized
HRB H R BLOCK INC 0.0%
Value $563K Shares 40 Est. Cost $16.08 Unrealized +3.6%
CRSP CRISPR THERAPEUTICS AG NAMEN A 0.0%
Value $509K Shares 12 Est. Cost $54.60 Unrealized -5.4%
THC TENET HEALTHCARE CORPORATION C 0.0%
Value $432K Shares 30 Est. Cost $44.77 Unrealized -35.9%
WPX ENERGY INC COM 0.0%
Value $354K Shares 116 Est. Cost $18939.99 Unrealized
EDIT EDITAS MEDICINE INC COM 0.0%
Value $258K Shares 13 Est. Cost $24.97 Unrealized +1.0%
OVV OVINTIV INC COM 0.0%
Value $216K Shares 80 Est. Cost $13.13 Unrealized 0.0%
CNDT CONDUENT INC COM 0.0%
Value $196K Shares 80 Est. Cost $15.22 Unrealized -74.0%
VTR VENTAS INC 0.0%
Value $188K Shares 7 Est. Cost $49.18 Unrealized -19.9%
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value $171K Shares 14 Est. Cost $13.91 Unrealized -3.2%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value $169K Shares 7 Est. Cost $59.62 Unrealized -40.7%
BKRIF BANK IRELAND GROUP PLC ORD SHS 0.0%
Value $125K Shares 66 Est. Cost $6.69 Unrealized -49.1%
MARATHON OIL CORP COM 0.0%
Value $99,000 Shares 30 Est. Cost $13566.67 Unrealized
SGMO SANGAMO THERAPEUTICS INC COM 0.0%
Value $89,000 Shares 14 Est. Cost $9.20 Unrealized -19.3%
FRONTIER COMMUNICATIONS CORP C 0.0%
Value $81,000 Shares 213 Est. Cost $11790.42 Unrealized
TDW TIDEWATER INC NEW COM 0.0%
Value $57,000 Shares 8 Est. Cost $26.05 Unrealized -48.3%
GERN GERON CORP COM 0.0%
Value $56,000 Shares 47 Est. Cost $1.45 Unrealized -15.3%
AMERICAN INTL WARRANTS WT EXP 0.0%
Value $15,000 Shares 19 Est. Cost $14443.21 Unrealized
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value $11,000 Shares 1 Est. Cost $22000.00 Unrealized
NORTEL NETWORKS 0.0%
Value $0 Shares 242 Est. Cost $8.26 Unrealized
E DIGITAL CORP 0.0%
Value $0 Shares 500 Est. Cost $104.00 Unrealized
TWK 8.75 PERP +++A LASALLE RE HLDGS LTD PFD A 0.0%
Value $0 Shares 500 Est. Cost Unrealized