Baker Ellis Asset Management LLC Diversified Active

CIK: 0001365559 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 13, 2020

Total Value ($000): $339,112 (100.0% shares, 0.0% debt)

Holdings (191)

VTI Vanguard Total Stock Mkt ETF 11.6%
Value ($000) $39,476 Shares 252,196 Est. Cost $94.75 Unrealized
VYM Vanguard High Dividend Yield Index ETF 5.3%
Value ($000) $17,876 Shares 226,914 Est. Cost $60.33 Unrealized
VGT Vanguard Information Technology ETF 3.7%
Value ($000) $12,700 Shares 45,568 Est. Cost $97.37 Unrealized
MSFT Microsoft 3.5%
Value ($000) $12,013 Shares 59,028 Est. Cost $28.28 Unrealized +511.9%
BRK/B Berkshire Hathaway Cl B 3.0%
Value ($000) $10,120 Shares 56,694 Est. Cost $116.41 Unrealized +56.9%
PRF Invesco FTSE RAFI US 1000 ETF 2.4%
Value ($000) $8,023 Shares 74,073 Est. Cost $113.42 Unrealized
VOO Vanguard S&P 500 ETF 2.4%
Value ($000) $7,990 Shares 28,190 Est. Cost $194.21 Unrealized
GBIL Goldman Sachs TreasuryAccess 0-1 Year ETF 1.9%
Value ($000) $6,568 Shares 65,355 Est. Cost $100.14 Unrealized
AAPL Apple Computer 1.7%
Value ($000) $5,828 Shares 15,977 Est. Cost $25.77 Unrealized +191.4%
DGS WisdomTree Emerging Mkts Smallcap Div 1.6%
Value ($000) $5,314 Shares 136,220 Est. Cost $44.54 Unrealized
PEP Pepsico, Inc. 1.5%
Value ($000) $5,214 Shares 39,421 Est. Cost $60.25 Unrealized +83.9%
JNJ Johnson & Johnson 1.4%
Value ($000) $4,897 Shares 34,825 Est. Cost $70.06 Unrealized +77.3%
SHY iShares 1-3 Yr Treas Index Fd 1.4%
Value ($000) $4,821 Shares 55,665 Est. Cost $83.88 Unrealized
KR Kroger 1.3%
Value ($000) $4,576 Shares 135,188 Est. Cost $21.79 Unrealized +32.0%
EFAV iShares MSCI EAFE Minimum Volatility 1.3%
Value ($000) $4,519 Shares 68,410 Est. Cost $65.82 Unrealized
LPX Louisiana Pacific 1.3%
Value ($000) $4,478 Shares 174,570 Est. Cost $24.66 Unrealized -14.2%
GOOG Alphabet Inc. CL C 1.3%
Value ($000) $4,344 Shares 3,073 Est. Cost $42.98 Unrealized +55.8%
Lam Research Corp. 1.2%
Value ($000) $4,226 Shares 13,065 Est. Cost $187.96 Unrealized
UNP Union Pacific Corporation 1.2%
Value ($000) $4,100 Shares 24,252 Est. Cost $66.96 Unrealized +111.2%
IXUS iShares Core MSCI Total Intl Stk ETF 1.1%
Value ($000) $3,838 Shares 70,405 Est. Cost $52.88 Unrealized
VZ Verizon Communications 1.1%
Value ($000) $3,785 Shares 68,652 Est. Cost $29.97 Unrealized +36.0%
BRK/A Berkshire Hathaway Cl A 1.1%
Value ($000) $3,742 Shares 14 Est. Cost $180542.53 Unrealized +51.8%
CMCSA Comcast Corporation 1.1%
Value ($000) $3,716 Shares 95,343 Est. Cost $29.51 Unrealized +11.0%
NOC Northrop Grumman Corp. 1.1%
Value ($000) $3,702 Shares 12,041 Est. Cost $66.04 Unrealized +352.0%
JPM J P Morgan Chase 1.1%
Value ($000) $3,692 Shares 39,247 Est. Cost $68.41 Unrealized +19.5%
SYK Stryker Corp 1.1%
Value ($000) $3,639 Shares 20,195 Est. Cost $91.78 Unrealized +89.2%
WY Weyerhaeuser 1.0%
Value ($000) $3,534 Shares 157,345 Est. Cost $19.99 Unrealized -17.7%
DIS Walt Disney Co. 1.0%
Value ($000) $3,475 Shares 31,166 Est. Cost $85.75 Unrealized +25.8%
VT Vanguard Total World Stk Index ETF 1.0%
Value ($000) $3,418 Shares 45,700 Est. Cost $56.36 Unrealized
Laboratory Corp of America Holdings 0.9%
Value ($000) $3,203 Shares 19,282 Est. Cost $148.38 Unrealized
COST Costco Wholesale 0.9%
Value ($000) $3,183 Shares 10,498 Est. Cost $144.37 Unrealized +93.4%
PNW Pinnacle West Cap Cp 0.9%
Value ($000) $2,914 Shares 39,755 Est. Cost $59.12 Unrealized 0.0%
JHMM John Hancock Multifactor Mid Cap ETF 0.8%
Value ($000) $2,863 Shares 81,533 Est. Cost $32.23 Unrealized
POR Portland Gen Elec Co 0.8%
Value ($000) $2,743 Shares 65,610 Est. Cost $32.45 Unrealized +11.5%
WWD Woodward Inc. 0.8%
Value ($000) $2,715 Shares 35,005 Est. Cost $99.77 Unrealized -36.8%
MGC Vanguard Mega Cap ETF 0.8%
Value ($000) $2,696 Shares 24,630 Est. Cost $65.14 Unrealized
SHV iShares Short Treasury Bond 0.8%
Value ($000) $2,692 Shares 24,310 Est. Cost $111.00 Unrealized
VHT Vanguard Health Care ETF 0.8%
Value ($000) $2,645 Shares 13,730 Est. Cost $106.57 Unrealized
VXF Vanguard Extended Mkt ETF 0.8%
Value ($000) $2,643 Shares 22,336 Est. Cost $72.04 Unrealized
AMZN Amazon.com Inc. 0.8%
Value ($000) $2,629 Shares 953 Est. Cost $37.33 Unrealized +223.6%
RSP Invesco S&P 500 Equal Weight ETF 0.8%
Value ($000) $2,598 Shares 25,530 Est. Cost $105.03 Unrealized
HON Honeywell International Inc 0.7%
Value ($000) $2,531 Shares 17,503 Est. Cost $73.35 Unrealized +60.7%
QQQ Invesco QQQ Trust 0.7%
Value ($000) $2,414 Shares 9,750 Est. Cost $180.56 Unrealized
MFUS PIMCO RAFI Dyn Multi-Factor US Eq ETF 0.7%
Value ($000) $2,391 Shares 86,321 Est. Cost $25.90 Unrealized
FMX Fomento Economico Mexicano 0.7%
Value ($000) $2,370 Shares 38,219 Est. Cost $87.73 Unrealized
RTX Raytheon Technologies Corp 0.7%
Value ($000) $2,295 Shares 37,237 Est. Cost $54.61 Unrealized 0.0%
Skechers U.S.A., Inc. 0.6%
Value ($000) $2,048 Shares 65,265 Est. Cost $29.46 Unrealized
IMKTA Ingles Markets, Inc. 0.6%
Value ($000) $2,027 Shares 47,062 Est. Cost $22.44 Unrealized +70.6%
JMST JPMorgan Ultra-Short Municipal Inc ETF 0.6%
Value ($000) $1,952 Shares 38,300 Est. Cost $50.61 Unrealized
IRM Iron Mountain Inc 0.6%
Value ($000) $1,917 Shares 73,430 Est. Cost $23.14 Unrealized -16.7%
SPDR Gold MiniShares 0.5%
Value ($000) $1,835 Shares 103,350 Est. Cost $16.17 Unrealized
NKE Nike, Inc. 0.5%
Value ($000) $1,820 Shares 18,565 Est. Cost $42.55 Unrealized +100.9%
CVX ChevronTexaco 0.5%
Value ($000) $1,795 Shares 20,115 Est. Cost $74.77 Unrealized -6.6%
SPY S & P 500 Index Fund 0.5%
Value ($000) $1,772 Shares 5,747 Est. Cost $175.13 Unrealized
GLD Streettracks Gold Shrs 0.5%
Value ($000) $1,728 Shares 10,327 Est. Cost $120.55 Unrealized
VNQ Vanguard REIT ETF 0.5%
Value ($000) $1,699 Shares 21,635 Est. Cost $82.10 Unrealized
NVS Novartis AG Adr 0.5%
Value ($000) $1,685 Shares 19,291 Est. Cost $71.44 Unrealized
MAA Mid-America Apartment Communities Inc. 0.5%
Value ($000) $1,663 Shares 14,505 Est. Cost $65.16 Unrealized +42.7%
VBR Vanguard Small Cap Value ETF 0.5%
Value ($000) $1,620 Shares 15,155 Est. Cost $109.40 Unrealized
GOOGL Alphabet Inc. CL A 0.5%
Value ($000) $1,613 Shares 1,137 Est. Cost $37.13 Unrealized +80.2%
VMware Inc Cl A 0.5%
Value ($000) $1,601 Shares 10,340 Est. Cost $126.27 Unrealized
BALL Ball Corp 0.5%
Value ($000) $1,564 Shares 22,500 Est. Cost $28.74 Unrealized +119.8%
HD Home Depot 0.4%
Value ($000) $1,485 Shares 5,929 Est. Cost $62.55 Unrealized +219.3%
MMM 3M Company 0.4%
Value ($000) $1,470 Shares 9,425 Est. Cost $120.31 Unrealized -14.9%
DWM WisdomTree DEFA ETF 0.4%
Value ($000) $1,355 Shares 30,602 Est. Cost $49.81 Unrealized
DE Deere & Company 0.4%
Value ($000) $1,284 Shares 8,171 Est. Cost $125.24 Unrealized +7.2%
PLD ProLogis 0.4%
Value ($000) $1,257 Shares 13,470 Est. Cost $67.32 Unrealized +13.3%
Discover Financial Services 0.4%
Value ($000) $1,243 Shares 24,820 Est. Cost $44.91 Unrealized
JBTM John Bean Technologies 0.4%
Value ($000) $1,201 Shares 13,966 Est. Cost $19.54 Unrealized +289.4%
TGT Target Corporation 0.4%
Value ($000) $1,197 Shares 9,980 Est. Cost $92.79 Unrealized +5.8%
VEU Vanguard FTSE All World exUS ETF 0.4%
Value ($000) $1,190 Shares 25,000 Est. Cost $43.11 Unrealized
BA Boeing 0.3%
Value ($000) $1,178 Shares 6,425 Est. Cost $200.32 Unrealized -23.3%
VPU Vanguard Utilities ETF 0.3%
Value ($000) $1,144 Shares 9,253 Est. Cost $84.20 Unrealized
Urstadt Biddle Pptys Inc Cl A 0.3%
Value ($000) $1,093 Shares 92,000 Est. Cost $19.36 Unrealized
JPST JPMorgan Ultra-Short Income ETF 0.3%
Value ($000) $1,080 Shares 21,280 Est. Cost $50.75 Unrealized
BSV Vanguard Short Term Bond ETF 0.3%
Value ($000) $1,064 Shares 12,800 Est. Cost $80.18 Unrealized
PSX Phillips 66 0.3%
Value ($000) $1,029 Shares 14,313 Est. Cost $63.79 Unrealized -11.9%
ES Eversource Energy 0.3%
Value ($000) $1,014 Shares 12,172 Est. Cost $36.19 Unrealized +85.7%
V Visa Inc 0.3%
Value ($000) $1,004 Shares 5,198 Est. Cost $66.09 Unrealized +165.6%
EXPE Expedia Inc. 0.3%
Value ($000) $984 Shares 11,975 Est. Cost $86.60 Unrealized -16.7%
Fiat Chrysler Automobiles N.V. 0.3%
Value ($000) $974 Shares 95,120 Est. Cost $11.05 Unrealized
VFH Vanguard Financials ETF 0.3%
Value ($000) $971 Shares 16,980 Est. Cost $53.36 Unrealized
SCZ iShares Msci Eafe Small Cap Index Fd 0.3%
Value ($000) $958 Shares 17,860 Est. Cost $51.82 Unrealized
SBUX Starbucks 0.3%
Value ($000) $953 Shares 12,948 Est. Cost $37.86 Unrealized +75.2%
ITT ITT Inc. 0.3%
Value ($000) $935 Shares 15,925 Est. Cost $52.17 Unrealized +1.6%
KIM Kimco Realty Corp (moved From Delaware 0.3%
Value ($000) $903 Shares 70,295 Est. Cost $8.81 Unrealized 0.0%
VWO Vanguard FTSE Emerging Mkts ETF 0.3%
Value ($000) $862 Shares 21,755 Est. Cost $39.62 Unrealized
WMT Wal-Mart Stores 0.3%
Value ($000) $861 Shares 7,189 Est. Cost $25.67 Unrealized +48.3%
WM Waste Management 0.3%
Value ($000) $856 Shares 8,086 Est. Cost $30.90 Unrealized +198.2%
Monmouth Real Estate Investment Corp. 0.2%
Value ($000) $846 Shares 58,400 Est. Cost $13.62 Unrealized
PPL PPL Corp. 0.2%
Value ($000) $833 Shares 32,233 Est. Cost $18.07 Unrealized +14.2%
STWD Starwood Ppty Trust, Inc. 0.2%
Value ($000) $820 Shares 54,800 Est. Cost $21.52 Unrealized
INTC Intel 0.2%
Value ($000) $817 Shares 13,657 Est. Cost $26.46 Unrealized +101.1%
MRK Merck & Co Inc 0.2%
Value ($000) $810 Shares 10,470 Est. Cost $43.89 Unrealized +43.3%
ABBV AbbVie Inc. 0.2%
Value ($000) $797 Shares 8,119 Est. Cost $27.91 Unrealized +152.6%
Nordstrom Inc. 0.2%
Value ($000) $781 Shares 50,405 Est. Cost $40.90 Unrealized
VSS Vanguard FTSE All World ex-US Small-Cap ETF 0.2%
Value ($000) $778 Shares 8,055 Est. Cost $102.00 Unrealized
HST Host Hotels & Resorts, Inc. 0.2%
Value ($000) $720 Shares 66,700 Est. Cost $12.28 Unrealized -22.7%
PHYS Sprott Physical Gold Trust 0.2%
Value ($000) $701 Shares 49,000 Est. Cost $13.55 Unrealized
USB US Bancorp 0.2%
Value ($000) $624 Shares 16,950 Est. Cost $22.62 Unrealized +23.1%
GS Goldman Sachs Group Inc 0.2%
Value ($000) $611 Shares 3,090 Est. Cost $180.01 Unrealized -8.8%
NEE NextEra Energy Inc New 0.2%
Value ($000) $586 Shares 2,438 Est. Cost $15.99 Unrealized +225.1%
HIW Highwoods Properties Inc. 0.2%
Value ($000) $560 Shares 14,992 Est. Cost $40.76 Unrealized
RYN Rayonier 0.2%
Value ($000) $554 Shares 22,352 Est. Cost $34.72 Unrealized
SON Sonoco Products 0.2%
Value ($000) $552 Shares 10,560 Est. Cost $26.93 Unrealized +50.3%
PINS Pinterest Inc Cl A 0.2%
Value ($000) $537 Shares 24,230 Est. Cost $19.52 Unrealized 0.0%
Hanesbrands Inc. 0.2%
Value ($000) $524 Shares 46,370 Est. Cost $20.76 Unrealized
BMY Bristol Myers Squibb 0.1%
Value ($000) $502 Shares 8,534 Est. Cost $29.02 Unrealized +65.2%
LMT Lockheed Martin Corp 0.1%
Value ($000) $500 Shares 1,370 Est. Cost $269.09 Unrealized +20.3%
JPIN JP Morgan Diversified Return Intl Eq ETF 0.1%
Value ($000) $483 Shares 9,766 Est. Cost $52.50 Unrealized
OSK Oshkosh Corp 0.1%
Value ($000) $483 Shares 6,740 Est. Cost $67.54 Unrealized -8.0%
Urstadt Biddle Pptys 0.1%
Value ($000) $430 Shares 42,798 Est. Cost $18.12 Unrealized
ADP Automatic Data Processing 0.1%
Value ($000) $415 Shares 2,790 Est. Cost $53.61 Unrealized +136.9%
BCC Boise Cascade Co 0.1%
Value ($000) $410 Shares 10,900 Est. Cost $24.48 Unrealized -7.4%
UPS United Parcel Service, Inc. 0.1%
Value ($000) $407 Shares 3,660 Est. Cost $81.83 Unrealized -2.5%
UNH Unitedhealth Group 0.1%
Value ($000) $395 Shares 1,339 Est. Cost $58.25 Unrealized +348.2%
ALB Albemarle Corp 0.1%
Value ($000) $393 Shares 5,095 Est. Cost $118.88 Unrealized -46.7%
AHRT Armada Hoffler Properties, Inc. 0.1%
Value ($000) $371 Shares 37,300 Est. Cost $13.12 Unrealized
NSC Norfolk Southern Crp 0.1%
Value ($000) $369 Shares 2,100 Est. Cost $57.67 Unrealized +161.8%
PFE Pfizer Inc. 0.1%
Value ($000) $357 Shares 10,929 Est. Cost $17.66 Unrealized +47.2%
Perth Mint Physical Gold ETF 0.1%
Value ($000) $347 Shares 19,500 Est. Cost $17.79 Unrealized
D Dominion Resources 0.1%
Value ($000) $332 Shares 4,095 Est. Cost $34.60 Unrealized +81.1%
XOM Exxon Mobil 0.1%
Value ($000) $331 Shares 7,400 Est. Cost $52.43 Unrealized -33.6%
PG Procter & Gamble 0.1%
Value ($000) $330 Shares 2,763 Est. Cost $56.39 Unrealized +80.0%
CSCO Cisco Systems 0.1%
Value ($000) $330 Shares 7,080 Est. Cost $19.78 Unrealized +87.0%
CLX Clorox Company 0.1%
Value ($000) $329 Shares 1,500 Est. Cost $64.48 Unrealized +161.7%
IWS iShares Russell Midcap Value Index 0.1%
Value ($000) $314 Shares 4,107 Est. Cost $72.60 Unrealized
MATX Matson Navigation Co. 0.1%
Value ($000) $311 Shares 10,696 Est. Cost $19.67 Unrealized +34.3%
ORCL Oracle 0.1%
Value ($000) $310 Shares 5,604 Est. Cost $38.31 Unrealized +27.9%
EW Edwards Lifesciences 0.1%
Value ($000) $309 Shares 4,467 Est. Cost $55.05 Unrealized +29.1%
BK Bank of New York Mellon 0.1%
Value ($000) $309 Shares 7,990 Est. Cost $23.00 Unrealized +35.1%
NBTB NBT Bancorp Inc 0.1%
Value ($000) $308 Shares 10,000 Est. Cost $20.54 Unrealized +51.6%
DUK Duke Energy 0.1%
Value ($000) $297 Shares 3,713 Est. Cost $66.91 Unrealized +1.0%
IWR iShares Russell Mid-Cap Index 0.1%
Value ($000) $294 Shares 5,476 Est. Cost $76.26 Unrealized
Atlas Corp 0.1%
Value ($000) $291 Shares 38,320 Est. Cost $7.70 Unrealized
iShares Gold Trust 0.1%
Value ($000) $289 Shares 17,000 Est. Cost $13.44 Unrealized
MRTN MartenTransport Ltd. 0.1%
Value ($000) $280 Shares 11,125 Est. Cost $6.70 Unrealized +105.1%
ITIC Investors Title 0.1%
Value ($000) $276 Shares 2,275 Est. Cost $71.14 Unrealized +75.2%
TROW T Rowe Price Group, Inc. 0.1%
Value ($000) $267 Shares 2,160 Est. Cost $58.37 Unrealized +53.9%
OUNZ VanEck Merk Gold Trust 0.1%
Value ($000) $261 Shares 15,000 Est. Cost $17.40 Unrealized
VGSH Vanguard Short-Term Treasury ETF 0.1%
Value ($000) $249 Shares 4,001 Est. Cost $60.98 Unrealized
IWB iShares Russell 1000 0.1%
Value ($000) $240 Shares 1,396 Est. Cost $113.42 Unrealized
CLAR Clarus Corp. 0.1%
Value ($000) $240 Shares 20,737 Est. Cost $9.06 Unrealized +4.2%
VOE Vanguard Mid-Cap Value ETF 0.1%
Value ($000) $240 Shares 2,505 Est. Cost $96.71 Unrealized
AXP American Express 0.1%
Value ($000) $236 Shares 2,478 Est. Cost $59.99 Unrealized +42.7%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $233 Shares 4,094 Est. Cost $47.48 Unrealized 0.0%
AB AllianceBernstein Holding L.P. 0.1%
Value ($000) $232 Shares 8,500 Est. Cost $24.94 Unrealized
WHR Whirlpool Corp 0.1%
Value ($000) $227 Shares 1,750 Est. Cost $114.44 Unrealized 0.0%
SJM JM Smucker 0.1%
Value ($000) $214 Shares 2,020 Est. Cost $77.96 Unrealized +19.9%
ACN Accenture PLC 0.1%
Value ($000) $213 Shares 990 Est. Cost $63.81 Unrealized +173.6%
BAC Bank of America 0.1%
Value ($000) $211 Shares 8,900 Est. Cost $20.49 Unrealized +0.4%
NWS News Corp Cl B new 0.1%
Value ($000) $189 Shares 15,800 Est. Cost $11.78 Unrealized -12.6%
FDX Fedex Corp 0.1%
Value ($000) $189 Shares 1,350 Est. Cost $93.56 Unrealized +21.0%
IP Intl Paper Co. 0.1%
Value ($000) $188 Shares 5,350 Est. Cost $26.47 Unrealized -6.3%
IWD iShares Russell 1000 Value Index Fd 0.1%
Value ($000) $187 Shares 1,663 Est. Cost $102.37 Unrealized
CARR Carrier Global Corp 0.1%
Value ($000) $182 Shares 8,196 Est. Cost $17.13 Unrealized 0.0%
City Office Reit, Inc. 0.1%
Value ($000) $180 Shares 17,900 Est. Cost $10.40 Unrealized
FNDX Schwab Fundamental US Large Company ETF 0.1%
Value ($000) $177 Shares 4,800 Est. Cost $35.54 Unrealized
BNS Bank of Nova Scotia 0.1%
Value ($000) $173 Shares 4,200 Est. Cost $31.18 Unrealized -5.5%
LSCC Lattice Semiconductor 0.1%
Value ($000) $170 Shares 6,000 Est. Cost $18.33 Unrealized
AMGN Amgen Inc 0.0%
Value ($000) $168 Shares 714 Est. Cost $191.68 Unrealized 0.0%
CNI Canadian National Railway Co. 0.0%
Value ($000) $168 Shares 1,900 Est. Cost $42.50 Unrealized +75.9%
PCH Potlatch Corp 0.0%
Value ($000) $165 Shares 4,346 Est. Cost $37.97 Unrealized
KO Coca-Cola Company 0.0%
Value ($000) $165 Shares 3,700 Est. Cost $28.19 Unrealized +37.4%
Equity Commonwealth 0.0%
Value ($000) $161 Shares 5,000 Est. Cost $31.80 Unrealized
DGX Quest Diagnostics Inc. 0.0%
Value ($000) $160 Shares 1,400 Est. Cost $58.24 Unrealized +63.4%
HUM Humana Inc. 0.0%
Value ($000) $155 Shares 400 Est. Cost $71.14 Unrealized +400.0%
QDF Flexshares Quality Dividend Index Fd. 0.0%
Value ($000) $152 Shares 3,592 Est. Cost $35.32 Unrealized
GLW Corning Inc 0.0%
Value ($000) $148 Shares 5,700 Est. Cost $15.18 Unrealized +27.8%
Linde PLC 0.0%
Value ($000) $148 Shares 700 Est. Cost $211.43 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $133 Shares 1,460 Est. Cost $73.17 Unrealized
SNY Sanofi-Aventis Sponsored Adr 0.0%
Value ($000) $133 Shares 2,600 Est. Cost $51.15 Unrealized
BDX Becton Dickinson Co 0.0%
Value ($000) $132 Shares 550 Est. Cost $117.39 Unrealized +87.7%
BAX Baxter International 0.0%
Value ($000) $129 Shares 1,500 Est. Cost $64.40 Unrealized +20.6%
General American Investors Co. 0.0%
Value ($000) $127 Shares 4,000 Est. Cost $34.48 Unrealized
Trustco Bk Corp Ny 0.0%
Value ($000) $127 Shares 20,000 Est. Cost $5.44 Unrealized
GSIE Goldman Sachs ActiveBeta Intl Eq ETF 0.0%
Value ($000) $125 Shares 4,700 Est. Cost $26.60 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $119 Shares 1,300 Est. Cost $32.26 Unrealized +154.0%
META Facebook Inc 0.0%
Value ($000) $117 Shares 515 Est. Cost $207.33 Unrealized 0.0%
QUAL iShares Edge MSCI USA Quality Factor ETF 0.0%
Value ($000) $115 Shares 1,200 Est. Cost $95.83 Unrealized
UGI UGI Corp 0.0%
Value ($000) $113 Shares 3,550 Est. Cost $28.86 Unrealized +5.1%
LUV Southwest Air 0.0%
Value ($000) $112 Shares 3,280 Est. Cost $24.19 Unrealized +22.2%
TMP Tompkins Financial Corp 0.0%
Value ($000) $110 Shares 1,700 Est. Cost $41.71 Unrealized +26.8%
MA Mastercard Inc Cl A 0.0%
Value ($000) $108 Shares 365 Est. Cost $273.34 Unrealized 0.0%
ALL Allstate 0.0%
Value ($000) $108 Shares 1,110 Est. Cost $76.90 Unrealized +11.4%
ELV Anthem Inc 0.0%
Value ($000) $105 Shares 400 Est. Cost $247.08 Unrealized 0.0%
Xilinx Inc 0.0%
Value ($000) $103 Shares 1,050 Est. Cost $98.10 Unrealized
CAT Caterpillar 0.0%
Value ($000) $103 Shares 815 Est. Cost $106.19 Unrealized 0.0%
LXFR Luxfer Holdings PLC 0.0%
Value ($000) $102 Shares 7,200 Est. Cost $24.31 Unrealized -43.3%
Westport Fuel Systems Inc. 0.0%
Value ($000) $12 Shares 10,000 Est. Cost $2.50 Unrealized
TTI TETRA Technologies Inc. 0.0%
Value ($000) $5 Shares 10,000 Est. Cost $0.40 Unrealized 0.0%