Arlington Partners LLC Diversified Active

CIK: 0001389848 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 7, 2018

Total Value ($000): $106,142 (100.0% shares, 0.0% debt)

Holdings (138)

JP Morgan Chase & Co Alerian MLP Index ETN 18.4%
Value ($000) $19,519 Shares 813,278 Est. Cost $27.03 Unrealized
IVE iShares S&P 500 Value ETF 9.9%
Value ($000) $10,509 Shares 96,110 Est. Cost $110.24 Unrealized
ACWI iShares MSCI ACWI Index ETF 7.4%
Value ($000) $7,815 Shares 109,000 Est. Cost $71.70 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 6.8%
Value ($000) $7,178 Shares 24 Est. Cost $297480.97 Unrealized +3.6%
National Commerce Corporation 6.5%
Value ($000) $6,863 Shares 157,590 Est. Cost $40.25 Unrealized
VIG Vanguard Dividend Appreciation ETF 3.9%
Value ($000) $4,173 Shares 41,293 Est. Cost $101.73 Unrealized
BRK/B Berkshire Hathaway Inc B 3.2%
Value ($000) $3,397 Shares 17,030 Est. Cost $190.50 Unrealized +7.8%
EWU iShares MSCI United Kingdom ETF 1.9%
Value ($000) $2,063 Shares 59,376 Est. Cost $35.67 Unrealized
MSFT Microsoft Corp 1.8%
Value ($000) $1,895 Shares 20,764 Est. Cost $75.93 Unrealized +11.0%
AAPL Apple Inc 1.8%
Value ($000) $1,870 Shares 11,145 Est. Cost $39.08 Unrealized +3.4%
Texas Pacific Land Trust 1.7%
Value ($000) $1,820 Shares 3,600 Est. Cost $446.67 Unrealized
United Technologies Corp 1.7%
Value ($000) $1,760 Shares 13,990 Est. Cost $127.46 Unrealized
ORCL Oracle Corp 1.6%
Value ($000) $1,721 Shares 37,620 Est. Cost $43.56 Unrealized +1.6%
CTSH Cognizant Technology Solutions Corp Class A 1.4%
Value ($000) $1,434 Shares 17,815 Est. Cost $65.49 Unrealized +7.8%
VOO Vanguard S&P 500 ETF 1.3%
Value ($000) $1,379 Shares 5,697 Est. Cost $245.35 Unrealized
Platform Specialty Products Corp Common 1.3%
Value ($000) $1,341 Shares 139,257 Est. Cost $9.92 Unrealized
CHRW C.H. Robinson Worldwide Inc 1.3%
Value ($000) $1,339 Shares 14,285 Est. Cost $67.76 Unrealized +12.9%
EXPD Expeditors International Washington Inc. 1.3%
Value ($000) $1,332 Shares 21,045 Est. Cost $55.59 Unrealized +5.1%
NVO Novo Nordisk A/S Spons Adr 1.2%
Value ($000) $1,324 Shares 26,880 Est. Cost $53.34 Unrealized
WMT Wal-Mart Stores Inc 1.2%
Value ($000) $1,253 Shares 14,083 Est. Cost $26.82 Unrealized +5.7%
BOX Box Inc 1.1%
Value ($000) $1,152 Shares 56,050 Est. Cost $21.12 Unrealized +1.9%
SPY SPDR S&P 500 1.1%
Value ($000) $1,146 Shares 4,356 Est. Cost $266.76 Unrealized
JNJ Johnson And Johnson 1.0%
Value ($000) $1,047 Shares 8,169 Est. Cost $110.72 Unrealized -2.1%
ALRM Alarm Com Holdings Inc. 0.9%
Value ($000) $967 Shares 25,623 Est. Cost $42.41 Unrealized -11.1%
IXUS iShares Core MSCI Total Intl Stock Mkt ETF 0.9%
Value ($000) $962 Shares 15,257 Est. Cost $63.10 Unrealized
CSCO Cisco Systems Inc 0.9%
Value ($000) $956 Shares 22,298 Est. Cost $27.97 Unrealized +19.6%
SFBS Servisfirst Bancshares 0.9%
Value ($000) $948 Shares 23,217 Est. Cost $35.56 Unrealized +3.3%
PG Procter & Gamble Co 0.8%
Value ($000) $884 Shares 11,151 Est. Cost $71.35 Unrealized -4.9%
NKE Nike Inc Cl B 0.8%
Value ($000) $851 Shares 12,805 Est. Cost $52.41 Unrealized +13.8%
Colfax Corp 0.8%
Value ($000) $814 Shares 25,518 Est. Cost $39.62 Unrealized
Varian Medical Systems Inc 0.7%
Value ($000) $780 Shares 6,360 Est. Cost $111.17 Unrealized
DGP Deutsche Bk Ag Ldn Brh Powershares Gold Double Long Etn 0.7%
Value ($000) $770 Shares 30,000 Est. Cost $25.00 Unrealized
GOOGL Alphabet Inc. Stock Class A 0.7%
Value ($000) $727 Shares 701 Est. Cost $51.54 Unrealized +6.8%
PEP Pepsico Inc 0.7%
Value ($000) $716 Shares 6,560 Est. Cost $89.01 Unrealized +0.3%
KO Coca Cola Co 0.6%
Value ($000) $675 Shares 15,545 Est. Cost $35.61 Unrealized -1.5%
ACN Accenture Plc 0.6%
Value ($000) $637 Shares 4,150 Est. Cost $128.56 Unrealized +9.5%
Civeo Corp 0.6%
Value ($000) $630 Shares 167,000 Est. Cost $2.73 Unrealized
DIS Disney Walt Co 0.6%
Value ($000) $625 Shares 6,220 Est. Cost $97.63 Unrealized +3.4%
BIIB Biogen Idec Inc 0.6%
Value ($000) $620 Shares 2,265 Est. Cost $319.77 Unrealized -2.9%
IBM International Business Machines 0.6%
Value ($000) $613 Shares 3,995 Est. Cost $102.60 Unrealized +4.6%
IEP Icahn Enterprises LP Depository Unit 0.6%
Value ($000) $612 Shares 10,729 Est. Cost $53.03 Unrealized
TWLO Twilio Inc 0.6%
Value ($000) $591 Shares 15,492 Est. Cost $28.07 Unrealized +12.8%
VTI Vanguard Total Stock Market (ETF) 0.5%
Value ($000) $563 Shares 4,148 Est. Cost $137.34 Unrealized
PII Polaris Industries 0.5%
Value ($000) $538 Shares 4,700 Est. Cost $118.67 Unrealized +1.4%
GLD SPDR Gold Trust 0.5%
Value ($000) $503 Shares 4,000 Est. Cost $123.75 Unrealized
BDX Becton Dickinson & Co 0.5%
Value ($000) $489 Shares 2,255 Est. Cost $185.44 Unrealized +4.9%
Lionsgate Entertainment Corp 0.4%
Value ($000) $419 Shares 17,416 Est. Cost $31.75 Unrealized
Howard Hughes Corp 0.3%
Value ($000) $349 Shares 2,510 Est. Cost $131.22 Unrealized
ELF E L F Beauty Inc 0.3%
Value ($000) $344 Shares 17,750 Est. Cost $21.33 Unrealized -6.8%
OMC Omnicom Group Inc 0.3%
Value ($000) $335 Shares 4,615 Est. Cost $53.58 Unrealized +5.4%
BGC Partners A 0.3%
Value ($000) $323 Shares 24,020 Est. Cost $15.12 Unrealized
WPM Wheaton Precious Metals Corp 0.3%
Value ($000) $284 Shares 13,950 Est. Cost $18.78 Unrealized -1.2%
SBUX Starbucks Corp 0.2%
Value ($000) $224 Shares 3,870 Est. Cost $47.77 Unrealized +1.9%
VT Vanguard Total World Stock Index ETF 0.2%
Value ($000) $202 Shares 2,749 Est. Cost $74.26 Unrealized
FEZ SPDR Euro Stoxx 50 0.2%
Value ($000) $198 Shares 4,907 Est. Cost $40.70 Unrealized
BND Vanguard Total Bond Market ETF 0.2%
Value ($000) $193 Shares 2,416 Est. Cost $81.49 Unrealized
VCIT Vanguard Interm-Tm Corp Bd Index ETF 0.2%
Value ($000) $191 Shares 2,254 Est. Cost $87.27 Unrealized
WFC Wells Fargo & Company 0.2%
Value ($000) $190 Shares 3,633 Est. Cost $45.24 Unrealized +5.5%
VTEB Vanguard Municipal Bond Fund ETF 0.2%
Value ($000) $184 Shares 3,630 Est. Cost $51.77 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.2%
Value ($000) $181 Shares 6,312 Est. Cost $28.01 Unrealized
CYH Community Health Systems Inc. 0.1%
Value ($000) $158 Shares 40,000 Est. Cost $5.03 Unrealized -0.1%
BSV Vanguard Short-Term Bond Fund ETF 0.1%
Value ($000) $154 Shares 1,965 Est. Cost $79.24 Unrealized
Dish Network Corp Class A 0.1%
Value ($000) $152 Shares 4,000 Est. Cost $47.75 Unrealized
SPSB SPDR Bloomberg Barclays Short Term Corp Bond ETF 0.1%
Value ($000) $128 Shares 4,251 Est. Cost $30.31 Unrealized
VOOV Vanguard S&P 500 Value ETF 0.1%
Value ($000) $112 Shares 1,061 Est. Cost $107.92 Unrealized
RF Regions Financial Corp 0.1%
Value ($000) $104 Shares 5,581 Est. Cost $11.67 Unrealized +19.1%
ADP Automatic Data Processing Inc 0.1%
Value ($000) $89 Shares 784 Est. Cost $96.16 Unrealized +2.5%
MMM 3M Co 0.1%
Value ($000) $80 Shares 363 Est. Cost $146.80 Unrealized +2.3%
GDXJ Vaneck Vectors ETF TR Gold Miners 0.1%
Value ($000) $80 Shares 2,500 Est. Cost $34.00 Unrealized
XOM Exxon Mobil Corp 0.1%
Value ($000) $75 Shares 1,003 Est. Cost $56.62 Unrealized -1.6%
SYY Sysco Corp 0.1%
Value ($000) $74 Shares 1,226 Est. Cost $45.82 Unrealized +7.5%
VEU Vanguard FTSE All-World Ex-US ETF 0.1%
Value ($000) $67 Shares 1,224 Est. Cost $54.74 Unrealized
Total System Services Inc 0.1%
Value ($000) $63 Shares 728 Est. Cost $79.08 Unrealized
BP BP PLC Spons ADR 0.1%
Value ($000) $57 Shares 1,400 Est. Cost $42.14 Unrealized
MDLZ Mondelez Intl Inc Com Cl A 0.0%
Value ($000) $50 Shares 1,200 Est. Cost $35.85 Unrealized 0.0%
CL Colgate-Palmolive Co 0.0%
Value ($000) $48 Shares 670 Est. Cost $60.29 Unrealized -0.9%
COP Conocophillips 0.0%
Value ($000) $47 Shares 800 Est. Cost $43.76 Unrealized 0.0%
IJR iShares Core S&P Small-Cap 0.0%
Value ($000) $45 Shares 590 Est. Cost $76.27 Unrealized
JPM JP Morgan Chase & Co 0.0%
Value ($000) $43 Shares 395 Est. Cost $91.43 Unrealized 0.0%
UA Under Armour 0.0%
Value ($000) $42 Shares 2,939 Est. Cost $13.09 Unrealized +7.6%
PM Philip Morris International Inc 0.0%
Value ($000) $40 Shares 400 Est. Cost $68.70 Unrealized 0.0%
BUD Anheuser-Busch Inbev Nv Adr 0.0%
Value ($000) $38 Shares 350 Est. Cost $108.57 Unrealized
ProShares Ultra Short S&P 500 ETF 0.0%
Value ($000) $38 Shares 937 Est. Cost $40.55 Unrealized
GOOG Alphabet Inc 0.0%
Value ($000) $36 Shares 35 Est. Cost $54.79 Unrealized 0.0%
Brookfield Asset Management Inc Cl A (Isin #ca1125851040 Sedol #2092555) 0.0%
Value ($000) $35 Shares 900 Est. Cost $38.89 Unrealized
PFE Pfizer Inc 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $24.24 Unrealized 0.0%
KHC Kraft Heinz Co 0.0%
Value ($000) $34 Shares 548 Est. Cost $48.97 Unrealized 0.0%
T AT&T Inc 0.0%
Value ($000) $32 Shares 902 Est. Cost $15.81 Unrealized 0.0%
IYR iShares US Real Estate 0.0%
Value ($000) $30 Shares 400 Est. Cost $75.00 Unrealized
CVX Chevron Corp 0.0%
Value ($000) $29 Shares 253 Est. Cost $85.03 Unrealized 0.0%
DowDuPont Inc 0.0%
Value ($000) $29 Shares 448 Est. Cost $64.73 Unrealized
AXP American Express Co 0.0%
Value ($000) $28 Shares 300 Est. Cost $87.01 Unrealized 0.0%
WM Waste Management Inc 0.0%
Value ($000) $28 Shares 331 Est. Cost $74.90 Unrealized 0.0%
Xilinx Inc 0.0%
Value ($000) $28 Shares 393 Est. Cost $71.25 Unrealized
ZBH Zimmer Holdings Inc 0.0%
Value ($000) $27 Shares 250 Est. Cost $108.85 Unrealized 0.0%
NEE Nextera Energy Inc 0.0%
Value ($000) $27 Shares 167 Est. Cost $31.70 Unrealized 0.0%
Blackrock Inc 0.0%
Value ($000) $26 Shares 48 Est. Cost $541.67 Unrealized
MRK Merck & Co Inc 0.0%
Value ($000) $25 Shares 465 Est. Cost $42.25 Unrealized 0.0%
HAS Hasbro Inc 0.0%
Value ($000) $24 Shares 281 Est. Cost $70.02 Unrealized 0.0%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $24 Shares 343 Est. Cost $60.39 Unrealized 0.0%
LNT Alliant Energy Corp 0.0%
Value ($000) $23 Shares 574 Est. Cost $30.84 Unrealized 0.0%
Raytheon Company 0.0%
Value ($000) $22 Shares 100 Est. Cost $220.00 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $22 Shares 66 Est. Cost $275.43 Unrealized 0.0%
Bb&T Corp 0.0%
Value ($000) $21 Shares 404 Est. Cost $51.98 Unrealized
USB US Bancorp 0.0%
Value ($000) $20 Shares 387 Est. Cost $39.92 Unrealized 0.0%
RSG Republic Services Inc 0.0%
Value ($000) $20 Shares 300 Est. Cost $59.25 Unrealized 0.0%
ITW Illinois Tool Works 0.0%
Value ($000) $20 Shares 130 Est. Cost $136.85 Unrealized 0.0%
LLY Eli Lilly & Co 0.0%
Value ($000) $18 Shares 228 Est. Cost $71.71 Unrealized 0.0%
MET Metlife Inc 0.0%
Value ($000) $17 Shares 380 Est. Cost $37.04 Unrealized 0.0%
VZ Verizon Communications Inc 0.0%
Value ($000) $17 Shares 346 Est. Cost $33.03 Unrealized 0.0%
Invesco Municipal Income Opportunities Trust 0.0%
Value ($000) $16 Shares 2,150 Est. Cost $7.44 Unrealized
PNW Pinnacle West Capital Corp 0.0%
Value ($000) $16 Shares 195 Est. Cost $56.89 Unrealized 0.0%
D Dominion Resources Inc Va 0.0%
Value ($000) $15 Shares 219 Est. Cost $51.93 Unrealized 0.0%
PRU Prudential Financial Inc 0.0%
Value ($000) $15 Shares 147 Est. Cost $77.10 Unrealized 0.0%
Nuveen Quality Municipal Income Fund 0.0%
Value ($000) $14 Shares 1,080 Est. Cost $12.96 Unrealized
BlackRock Municipal Bond Trust 0.0%
Value ($000) $14 Shares 970 Est. Cost $14.43 Unrealized
AMGN Amgen Inc 0.0%
Value ($000) $13 Shares 75 Est. Cost $144.43 Unrealized 0.0%
Goldman Sachs MLP Energy Fund 0.0%
Value ($000) $13 Shares 2,275 Est. Cost $6.15 Unrealized
EPR EPR Properties REIT 0.0%
Value ($000) $12 Shares 215 Est. Cost $65.12 Unrealized
CMG Chipotle Mexican Grill In. 0.0%
Value ($000) $11 Shares 35 Est. Cost $6.30 Unrealized 0.0%
UAA Under Armour Inc Class A Shs 0.0%
Value ($000) $11 Shares 681 Est. Cost $14.45 Unrealized +8.3%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $10 Shares 64 Est. Cost $135.74 Unrealized 0.0%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $10 Shares 161 Est. Cost $57.44 Unrealized 0.0%
QCOM Qualcomm Inc 0.0%
Value ($000) $9 Shares 162 Est. Cost $51.91 Unrealized 0.0%
SNAP Snap Inc 0.0%
Value ($000) $8 Shares 500 Est. Cost $14.58 Unrealized +11.3%
Centurylink Inc 0.0%
Value ($000) $8 Shares 474 Est. Cost $16.88 Unrealized
DEO Diageo PLC Sponsored ADR 0.0%
Value ($000) $7 Shares 55 Est. Cost $127.27 Unrealized
V Visa Inc Class A Shares 0.0%
Value ($000) $7 Shares 60 Est. Cost $114.76 Unrealized 0.0%
CRM Salesforce.com Inc. 0.0%
Value ($000) $7 Shares 60 Est. Cost $113.46 Unrealized 0.0%
EWJ iShares MSCI Japan ETF 0.0%
Value ($000) $6 Shares 101 Est. Cost $59.41 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $4 Shares 23 Est. Cost $136.66 Unrealized 0.0%
Hollyfrontier Corp 0.0%
Value ($000) $4 Shares 91 Est. Cost $43.96 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $4 Shares 50 Est. Cost $53.75 Unrealized 0.0%
SPDR S&P Oil & Gas Equipment & Svcs ETF 0.0%
Value ($000) $4 Shares 286 Est. Cost $17.48 Unrealized
COST Costco Wholesale Corp 0.0%
Value ($000) $4 Shares 20 Est. Cost $169.26 Unrealized 0.0%
UCB United Community Banks Inc Blairsville Ga 0.0%
Value ($000) $1 Shares 21 Est. Cost $27.91 Unrealized +12.2%
WMI Hldgs Corp 0.0%
Value ($000) $0 Shares 348 Est. Cost Unrealized
Biotime Inc Wt 10/01/2018 0.0%
Value ($000) $0 Shares 400 Est. Cost Unrealized