Essex Savings Bank Diversified Active

CIK: 0001752212 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 5, 2020

Total Value ($000): $196,074 (100.0% shares, 0.0% debt)

Holdings (175)

CVX CHEVRON COM 6.7%
Value ($000) $13,169 Shares 109,277 Est. Cost $85.05 Unrealized +5.4%
XOM EXXON MOBIL CORPORATION 5.4%
Value ($000) $10,536 Shares 150,986 Est. Cost $56.48 Unrealized -7.8%
JNJ JOHNSON & JOHNSON COM 4.9%
Value ($000) $9,697 Shares 66,472 Est. Cost $114.34 Unrealized -0.2%
AAPL APPLE COMPUTER INC. CMN. 4.3%
Value ($000) $8,450 Shares 28,777 Est. Cost $46.19 Unrealized +34.3%
ADP AUTOMATIC DATA PROCESSING INC - TAXABLE 3.8%
Value ($000) $7,459 Shares 43,747 Est. Cost $122.36 Unrealized +18.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 3.6%
Value ($000) $7,131 Shares 21 Est. Cost $313083.50 Unrealized +4.0%
TGT TARGET CORPORATION 2.1%
Value ($000) $4,110 Shares 32,050 Est. Cost $79.62 Unrealized +25.4%
MSFT MICROSOFT COM 2.0%
Value ($000) $3,861 Shares 24,483 Est. Cost $110.28 Unrealized +26.2%
USB US BANCORP DEL COM NEW 1.7%
Value ($000) $3,325 Shares 56,069 Est. Cost $38.36 Unrealized +15.6%
PG PROCTER & GAMBLE CO. 1.6%
Value ($000) $3,078 Shares 24,638 Est. Cost $81.39 Unrealized +29.3%
EFA ISHARES TR INDEX MSCI EAFE IDX 1.5%
Value ($000) $3,021 Shares 43,510 Est. Cost $64.42 Unrealized
JPM JP MORGAN CHASE & CO COM 1.4%
Value ($000) $2,687 Shares 19,279 Est. Cost $89.32 Unrealized +21.7%
PFE PFIZER INC COM 1.4%
Value ($000) $2,657 Shares 67,811 Est. Cost $29.72 Unrealized -10.1%
HD HOME DEPOT COM 1.3%
Value ($000) $2,642 Shares 12,101 Est. Cost $158.62 Unrealized +22.9%
V VISA INC COM CL A 1.3%
Value ($000) $2,499 Shares 13,303 Est. Cost $142.72 Unrealized +20.9%
MRK MERCK & CO INC 1.3%
Value ($000) $2,472 Shares 27,179 Est. Cost $59.16 Unrealized +14.2%
PEP PEPSICO INC 1.2%
Value ($000) $2,344 Shares 17,150 Est. Cost $95.53 Unrealized +18.1%
DIS DISNEY WALT CO COM 1.1%
Value ($000) $2,180 Shares 15,070 Est. Cost $116.08 Unrealized +16.9%
QQQ INVESCO QQQ TR UNIT SER 1 1.0%
Value ($000) $1,909 Shares 8,979 Est. Cost $188.89 Unrealized
IVV ISHARES TR S&P 500 INDEX 1.0%
Value ($000) $1,900 Shares 5,879 Est. Cost $287.28 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $1,865 Shares 8,236 Est. Cost $207.99 Unrealized +4.4%
AMZN AMAZON COM INC COM 0.9%
Value ($000) $1,816 Shares 983 Est. Cost $88.54 Unrealized -0.0%
GOOGL ALPHABET INC CAP STK CL A 0.9%
Value ($000) $1,812 Shares 1,353 Est. Cost $55.63 Unrealized +15.1%
WFC WELLS FARGO & CO NEW COM 0.9%
Value ($000) $1,796 Shares 33,393 Est. Cost $41.13 Unrealized +8.7%
LLY LILLY ELI & COMPANY 0.9%
Value ($000) $1,788 Shares 13,603 Est. Cost $103.78 Unrealized +3.6%
UNITED TECH 0.9%
Value ($000) $1,734 Shares 11,581 Est. Cost $116.55 Unrealized
KMB KIMBERLY - CLARK CORP 0.9%
Value ($000) $1,693 Shares 12,308 Est. Cost $89.16 Unrealized +22.0%
SPY SPDR TR UNIT SER 1 0.8%
Value ($000) $1,637 Shares 5,086 Est. Cost $252.00 Unrealized
T AT&T INC COM 0.8%
Value ($000) $1,620 Shares 41,461 Est. Cost $14.47 Unrealized +30.3%
IBM INTL BUSINESS MACHINES COM 0.8%
Value ($000) $1,602 Shares 11,957 Est. Cost $92.67 Unrealized +7.8%
CSCO CISCO 0.8%
Value ($000) $1,479 Shares 30,831 Est. Cost $40.48 Unrealized -4.8%
META FACEBOOK INC CL A 0.7%
Value ($000) $1,439 Shares 7,012 Est. Cost $160.42 Unrealized +19.9%
IWM ISHARES TR RUSSELL 2000 0.7%
Value ($000) $1,413 Shares 8,527 Est. Cost $144.34 Unrealized
UNP UNION PACIFIC CORP COM 0.7%
Value ($000) $1,410 Shares 7,798 Est. Cost $131.95 Unrealized +13.2%
GOOG ALPHABET INC. 0.7%
Value ($000) $1,403 Shares 1,049 Est. Cost $55.66 Unrealized +15.1%
MCD MCDONALDS CORP COM 0.7%
Value ($000) $1,398 Shares 7,076 Est. Cost $159.33 Unrealized +7.9%
INTC INTEL COM 0.7%
Value ($000) $1,385 Shares 23,157 Est. Cost $41.58 Unrealized +18.5%
KO COCA COLA CO COM 0.7%
Value ($000) $1,384 Shares 25,009 Est. Cost $39.08 Unrealized +13.9%
SON SONOCO PRODS CO COM 0.7%
Value ($000) $1,351 Shares 21,883 Est. Cost $46.46 Unrealized +2.3%
ADBE ADOBE INC COM 0.7%
Value ($000) $1,328 Shares 4,026 Est. Cost $250.74 Unrealized +17.3%
VTV VANGUARD INDEX FDS VALUE ETF 0.6%
Value ($000) $1,270 Shares 10,599 Est. Cost $110.89 Unrealized
BA BOEING CO COM 0.6%
Value ($000) $1,256 Shares 3,856 Est. Cost $344.54 Unrealized +1.9%
BMY BRISTOL MYERS SQUIBB 0.6%
Value ($000) $1,251 Shares 19,477 Est. Cost $39.77 Unrealized +13.6%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $1,231 Shares 20,034 Est. Cost $39.47 Unrealized +8.4%
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $1,164 Shares 25,898 Est. Cost $33.09 Unrealized +14.4%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.6%
Value ($000) $1,140 Shares 3,853 Est. Cost $238.02 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.6%
Value ($000) $1,086 Shares 20,212 Est. Cost $48.66 Unrealized
MA MASTERCARD INC CL A 0.5%
Value ($000) $1,070 Shares 3,582 Est. Cost $215.72 Unrealized +26.4%
SYK STRYKER CORP 0.5%
Value ($000) $1,068 Shares 5,090 Est. Cost $162.14 Unrealized +19.8%
PSX PHILLIPS 66 COM 0.5%
Value ($000) $1,041 Shares 9,344 Est. Cost $71.55 Unrealized +22.1%
MMM 3M COMPANY COM 0.5%
Value ($000) $1,026 Shares 5,812 Est. Cost $124.65 Unrealized -10.3%
CVS CVS CORP. 0.5%
Value ($000) $993 Shares 13,374 Est. Cost $55.20 Unrealized +4.7%
MCO MOODYS CORP COM 0.5%
Value ($000) $980 Shares 4,130 Est. Cost $141.79 Unrealized +48.9%
VO VANGUARD MID CAP ETF 0.5%
Value ($000) $973 Shares 5,461 Est. Cost $152.66 Unrealized
GD GENERAL DYNAMICS CORPORATION 0.5%
Value ($000) $973 Shares 5,513 Est. Cost $153.13 Unrealized +1.8%
AMGN AMGEN INC COM 0.5%
Value ($000) $962 Shares 3,987 Est. Cost $151.10 Unrealized +20.9%
IEFA ISHARES TR CORE MSCI EAFE 0.5%
Value ($000) $932 Shares 14,295 Est. Cost $61.13 Unrealized
NOBL PROSHARES TR S&P 500 DV ARIST 0.4%
Value ($000) $866 Shares 11,456 Est. Cost $65.64 Unrealized
EMR EMERSON ELECTRIC 0.4%
Value ($000) $836 Shares 10,951 Est. Cost $57.19 Unrealized +9.9%
COP CONOCOPHILLIPS COM 0.4%
Value ($000) $828 Shares 12,735 Est. Cost $52.30 Unrealized -9.8%
MO ALTRIA GROUP INC 0.4%
Value ($000) $826 Shares 16,555 Est. Cost $31.97 Unrealized -9.9%
VTEB VANGUARD INC TAX EXEMPT BD FD ETF 0.4%
Value ($000) $826 Shares 15,420 Est. Cost $53.57 Unrealized
CAT CATERPILLAR INC DEL COM 0.4%
Value ($000) $808 Shares 5,471 Est. Cost $112.76 Unrealized +9.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.4%
Value ($000) $799 Shares 3,794 Est. Cost $150.05 Unrealized +18.9%
NSC NORFOLK SOUTHERN CORP COM 0.4%
Value ($000) $793 Shares 4,085 Est. Cost $144.37 Unrealized +14.7%
DHR DANAHER CORPORATION 0.4%
Value ($000) $791 Shares 5,149 Est. Cost $92.99 Unrealized +32.2%
ECL ECOLAB INC COM 0.4%
Value ($000) $777 Shares 4,026 Est. Cost $148.39 Unrealized +19.7%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $777 Shares 11,286 Est. Cost $55.81 Unrealized +5.9%
BAC BANK OF AMERICA CORP COM 0.4%
Value ($000) $773 Shares 21,939 Est. Cost $23.53 Unrealized +18.1%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $738 Shares 2,513 Est. Cost $223.79 Unrealized +5.7%
ABBV ABBVIE INC COM 0.4%
Value ($000) $737 Shares 8,320 Est. Cost $63.74 Unrealized +1.4%
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.4%
Value ($000) $730 Shares 6,124 Est. Cost $97.68 Unrealized
RAYTHEON COMPANY 0.4%
Value ($000) $710 Shares 3,228 Est. Cost $161.17 Unrealized
CDK GLOBAL INC COM 0.4%
Value ($000) $706 Shares 12,919 Est. Cost $48.07 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.4%
Value ($000) $698 Shares 12,661 Est. Cost $37.98 Unrealized +20.8%
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF 0.4%
Value ($000) $692 Shares 7,387 Est. Cost $85.05 Unrealized
VNQ VANGUARD REIT ETF 0.3%
Value ($000) $683 Shares 7,364 Est. Cost $84.97 Unrealized
NKE NIKE INC CL B 0.3%
Value ($000) $681 Shares 6,722 Est. Cost $68.57 Unrealized +26.6%
PYPL PAYPAL HLDGS INC COM 0.3%
Value ($000) $652 Shares 6,027 Est. Cost $98.79 Unrealized +5.2%
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.3%
Value ($000) $647 Shares 3,708 Est. Cost $140.95 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $624 Shares 1,921 Est. Cost $234.49 Unrealized +27.3%
DE DEERE & CO COM 0.3%
Value ($000) $623 Shares 3,597 Est. Cost $133.33 Unrealized +18.5%
VB VANGUARD INDEX FDS SMALL CP ETF 0.3%
Value ($000) $611 Shares 3,693 Est. Cost $150.73 Unrealized
VOT VANGUARD INDEX FDS MCAP GR IDXVIP 0.3%
Value ($000) $592 Shares 3,726 Est. Cost $158.88 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.3%
Value ($000) $569 Shares 2,938 Est. Cost $170.79 Unrealized
DOV DOVER CORP 0.3%
Value ($000) $566 Shares 4,908 Est. Cost $78.57 Unrealized +25.2%
CI CIGNA CORP NEW 0.3%
Value ($000) $560 Shares 2,738 Est. Cost $175.24 Unrealized -4.3%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $556 Shares 3,145 Est. Cost $125.65 Unrealized +14.5%
VUG VANGUARD INDEX FDS GROWTH ETF 0.3%
Value ($000) $550 Shares 3,021 Est. Cost $182.06 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value ($000) $546 Shares 5,984 Est. Cost $65.37 Unrealized +9.8%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $542 Shares 3,696 Est. Cost $102.20 Unrealized +17.6%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $532 Shares 2,197 Est. Cost $39.34 Unrealized +27.5%
IWF ISHARES TR INDEX RUSSELL1000GRW 0.3%
Value ($000) $518 Shares 2,939 Est. Cost $147.39 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.3%
Value ($000) $515 Shares 3,059 Est. Cost $149.18 Unrealized
AFL AFLAC INC COM 0.3%
Value ($000) $512 Shares 9,692 Est. Cost $38.18 Unrealized +20.1%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $510 Shares 1,309 Est. Cost $263.41 Unrealized +23.3%
WMT WAL-MART 0.3%
Value ($000) $506 Shares 4,258 Est. Cost $30.41 Unrealized +19.6%
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.3%
Value ($000) $505 Shares 11,461 Est. Cost $38.80 Unrealized
SO SOUTHERN COMPANY 0.2%
Value ($000) $485 Shares 7,604 Est. Cost $36.50 Unrealized +34.0%
VCSH VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF 0.2%
Value ($000) $471 Shares 5,807 Est. Cost $78.61 Unrealized
IJR ISHARES TR S&P SMALL CAP 600 INDEX 0.2%
Value ($000) $471 Shares 5,615 Est. Cost $75.34 Unrealized
GENERAL ELECTRIC COM 0.2%
Value ($000) $469 Shares 42,001 Est. Cost $8.39 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $458 Shares 4,036 Est. Cost $77.15 Unrealized +20.0%
ABT ABBOTT LABS COM 0.2%
Value ($000) $457 Shares 5,251 Est. Cost $64.49 Unrealized +16.8%
BLACKROCK INC COM 0.2%
Value ($000) $451 Shares 897 Est. Cost $437.09 Unrealized
AXP AMERICAN EXPRESS 0.2%
Value ($000) $447 Shares 3,587 Est. Cost $102.32 Unrealized +7.6%
VTI VANGUARD TOTAL STK MKT ETF 0.2%
Value ($000) $441 Shares 2,695 Est. Cost $136.89 Unrealized
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $431 Shares 1,833 Est. Cost $163.08 Unrealized +19.1%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $428 Shares 2,383 Est. Cost $119.51 Unrealized +22.4%
NVS NOVARTIS A G SPONSORED ADR 0.2%
Value ($000) $415 Shares 4,378 Est. Cost $88.26 Unrealized
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $415 Shares 4,882 Est. Cost $57.81 Unrealized +3.8%
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $412 Shares 2,485 Est. Cost $109.67 Unrealized +17.2%
PPG PPG INDS INC COM 0.2%
Value ($000) $400 Shares 2,993 Est. Cost $96.20 Unrealized +17.0%
ROST ROSS STORES INC 0.2%
Value ($000) $385 Shares 3,304 Est. Cost $87.91 Unrealized +20.5%
IWP ISHARES TR INDEX RUSSELL MCP GR 0.2%
Value ($000) $373 Shares 2,447 Est. Cost $139.73 Unrealized
SCHA SCHWAB STRATEGIC TR US SML CAP ETF 0.2%
Value ($000) $370 Shares 4,884 Est. Cost $64.11 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.2%
Value ($000) $359 Shares 3,832 Est. Cost $64.42 Unrealized +14.3%
CMI CUMMINS INC COM 0.2%
Value ($000) $355 Shares 1,987 Est. Cost $121.73 Unrealized +24.1%
VIG VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF 0.2%
Value ($000) $354 Shares 2,835 Est. Cost $119.60 Unrealized
UPS UNITED PARCEL SERVICE CL B COM 0.2%
Value ($000) $353 Shares 3,014 Est. Cost $81.05 Unrealized +14.5%
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $351 Shares 1,772 Est. Cost $180.55 Unrealized -1.6%
IJH ISHARES TR S&P MIDCAP 400 0.2%
Value ($000) $351 Shares 1,706 Est. Cost $168.90 Unrealized
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.2%
Value ($000) $339 Shares 5,690 Est. Cost $53.62 Unrealized
NVDA NVIDIA CORP 0.2%
Value ($000) $338 Shares 1,437 Est. Cost $4.25 Unrealized +21.6%
VBR VANGUARD INDEX FDS SM CP VAL ETF 0.2%
Value ($000) $337 Shares 2,457 Est. Cost $114.79 Unrealized
NFLX NETFLIX INC COM 0.2%
Value ($000) $335 Shares 1,036 Est. Cost $33.34 Unrealized -11.1%
ITOT ISHARES TR CORE S&P TTL STK 0.2%
Value ($000) $330 Shares 4,537 Est. Cost $57.56 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $326 Shares 1,030 Est. Cost $23.27 Unrealized +11.3%
TROW T. ROWE PRICE GROUP INC 0.2%
Value ($000) $325 Shares 2,663 Est. Cost $74.69 Unrealized +22.5%
CLX CLOROX CO DEL COM 0.2%
Value ($000) $322 Shares 2,100 Est. Cost $126.45 Unrealized -1.5%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $319 Shares 1,501 Est. Cost $156.72 Unrealized
GWW GRAINGER W.W. INC 0.2%
Value ($000) $317 Shares 936 Est. Cost $269.65 Unrealized +9.2%
IBB IBB/ ISHARES NASDAQ BIOTECH INDEX FUND 0.2%
Value ($000) $307 Shares 2,543 Est. Cost $103.20 Unrealized
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $304 Shares 1,472 Est. Cost $140.72 Unrealized +27.4%
EEM ISHARES TR INDEX MSCI EMERG MKT 0.2%
Value ($000) $298 Shares 6,640 Est. Cost $41.97 Unrealized
TFC TRUIST FINANCIAL CORP 0.1%
Value ($000) $294 Shares 5,215 Est. Cost $40.89 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $289 Shares 5,064 Est. Cost $57.16 Unrealized
SCHE SCHWAB STRATEGIC EMERGING MARKETS ETF 0.1%
Value ($000) $285 Shares 10,423 Est. Cost $24.50 Unrealized
MET METLIFE INC COM 0.1%
Value ($000) $284 Shares 5,558 Est. Cost $35.09 Unrealized +12.1%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $282 Shares 3,196 Est. Cost $60.16 Unrealized +21.1%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $282 Shares 7,016 Est. Cost $36.79 Unrealized -16.5%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $276 Shares 5,209 Est. Cost $46.53 Unrealized +8.4%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.1%
Value ($000) $275 Shares 4,660 Est. Cost $61.00 Unrealized
OGE OGE ENERGY CORP COM 0.1%
Value ($000) $267 Shares 6,000 Est. Cost $40.36 Unrealized +7.0%
WALGREENS BOOTS ALLIANCE INCCOM 0.1%
Value ($000) $265 Shares 4,498 Est. Cost $62.44 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.1%
Value ($000) $265 Shares 1,862 Est. Cost $91.92 Unrealized +13.4%
SPLV INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 0.1%
Value ($000) $265 Shares 4,531 Est. Cost $48.83 Unrealized
ETN EATON CORP CMN 0.1%
Value ($000) $261 Shares 2,751 Est. Cost $68.28 Unrealized +16.7%
HSY HERSHEY CO COM 0.1%
Value ($000) $260 Shares 1,772 Est. Cost $100.37 Unrealized +28.0%
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $258 Shares 1,585 Est. Cost $152.96 Unrealized +1.3%
TRV ST PAUL TRAVELERS COS 0.1%
Value ($000) $256 Shares 1,864 Est. Cost $120.77 Unrealized -1.2%
VIGI VANGUARD WHITEHALL INTL DIVIDEND ETF 0.1%
Value ($000) $255 Shares 3,535 Est. Cost $57.71 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $254 Shares 5,535 Est. Cost $36.81 Unrealized 0.0%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $253 Shares 4,363 Est. Cost $46.07 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $253 Shares 1,624 Est. Cost $120.73 Unrealized +14.7%
MANAGED PORTFOLIO SERIES TORTOISE N. AM. PPLN 0.1%
Value ($000) $248 Shares 10,557 Est. Cost $23.43 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $243 Shares 1,058 Est. Cost $153.63 Unrealized +19.7%
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $239 Shares 674 Est. Cost $276.03 Unrealized +20.7%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $236 Shares 805 Est. Cost $224.30 Unrealized +21.1%
WBS WEBSTER FINANCIAL CORP 0.1%
Value ($000) $234 Shares 4,381 Est. Cost $53.46 Unrealized -10.0%
PLD PROLOGIS INC COM 0.1%
Value ($000) $233 Shares 2,610 Est. Cost $58.67 Unrealized +27.3%
IWS ISHARES TR RUSSELL MIDCAP VALUE INDEX FUND 0.1%
Value ($000) $229 Shares 2,416 Est. Cost $94.78 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $226 Shares 2,824 Est. Cost $59.26 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $221 Shares 3,623 Est. Cost $54.60 Unrealized 0.0%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $220 Shares 2,650 Est. Cost $54.21 Unrealized +15.1%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $213 Shares 2,110 Est. Cost $89.51 Unrealized +3.2%
PID INVESCO EXCHANGE TRADED FD TINTL DIVI ACHI 0.1%
Value ($000) $211 Shares 12,375 Est. Cost $15.50 Unrealized
FTCS FIRST TR EXCHANGE TRADED FD CAP STRENGTH ETF 0.1%
Value ($000) $211 Shares 3,506 Est. Cost $60.18 Unrealized
LINDE AG A PLC 0.1%
Value ($000) $210 Shares 986 Est. Cost $212.98 Unrealized
DVY ISHARES TR INDEX DJ SEL DIV INX 0.1%
Value ($000) $209 Shares 1,976 Est. Cost $94.80 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD TFTSE RAFI 1500 0.1%
Value ($000) $203 Shares 1,487 Est. Cost $136.52 Unrealized
FISV FISERV INC 0.1%
Value ($000) $203 Shares 1,753 Est. Cost $110.41 Unrealized 0.0%
DOW DOW INC COM 0.1%
Value ($000) $201 Shares 3,668 Est. Cost $36.70 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.1%
Value ($000) $201 Shares 5,491 Est. Cost $32.15 Unrealized +6.9%
ALPS ETF TR ALERIAN MLP 0.1%
Value ($000) $198 Shares 23,250 Est. Cost $8.79 Unrealized