Arlington Partners LLC Diversified Active

CIK: 0001389848 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 7, 2021

Total Value ($000): $288,011 (100.0% shares, 0.0% debt)

Holdings (326)

VYM Vanguard High Dividend Yield Index ETF 12.8%
Value ($000) $36,922 Shares 352,413 Est. Cost $75.80 Unrealized
VIG Vanguard Dividend Appreciation ETF 11.8%
Value ($000) $33,958 Shares 219,379 Est. Cost $111.50 Unrealized
VEA Vanguard FTSE Developed Markets ETF 10.1%
Value ($000) $28,962 Shares 562,158 Est. Cost $51.51 Unrealized
MLPX Global X MLP & Energy Infrastructure 5.9%
Value ($000) $16,932 Shares 465,920 Est. Cost $25.54 Unrealized
JP Morgan Chase & Co Alerian MLP Index ETN 4.2%
Value ($000) $12,101 Shares 615,852 Est. Cost $19.28 Unrealized
ATMP Barclays BK PLC 3.8%
Value ($000) $10,887 Shares 658,244 Est. Cost $12.95 Unrealized
BRK/B Berkshire Hathaway Inc B 3.7%
Value ($000) $10,728 Shares 38,602 Est. Cost $206.13 Unrealized +35.6%
DVYE iShares Emerging Markets Dividend ETF 2.7%
Value ($000) $7,704 Shares 198,311 Est. Cost $29.87 Unrealized
SMDV ProShares Russell 2000 Dividend Growers ETF 2.4%
Value ($000) $7,039 Shares 110,566 Est. Cost $49.20 Unrealized
DIS Disney Walt Co 1.8%
Value ($000) $5,048 Shares 28,718 Est. Cost $126.16 Unrealized +39.3%
AAPL Apple Inc 1.7%
Value ($000) $4,938 Shares 36,056 Est. Cost $98.01 Unrealized +29.0%
MSFT Microsoft Corp 1.6%
Value ($000) $4,678 Shares 17,268 Est. Cost $148.98 Unrealized +64.3%
VTI Vanguard Total Stock Market (ETF) 1.5%
Value ($000) $4,345 Shares 19,498 Est. Cost $146.43 Unrealized
ORCL Oracle Corp 1.5%
Value ($000) $4,187 Shares 53,786 Est. Cost $48.94 Unrealized +50.4%
VOOV Vanguard S&P 500 Value ETF 1.4%
Value ($000) $4,136 Shares 28,994 Est. Cost $93.49 Unrealized
RTX Raytheon Technologies Corp 1.3%
Value ($000) $3,859 Shares 45,231 Est. Cost $56.05 Unrealized +35.1%
NVO Novo Nordisk A/S Spons Adr 1.2%
Value ($000) $3,596 Shares 42,932 Est. Cost $60.73 Unrealized
CHRW C.H. Robinson Worldwide Inc 1.2%
Value ($000) $3,594 Shares 38,364 Est. Cost $66.44 Unrealized +31.3%
IVE iShares S&P 500 Value ETF 1.1%
Value ($000) $3,118 Shares 21,117 Est. Cost $117.41 Unrealized
BIIB Biogen Idec Inc 1.0%
Value ($000) $2,864 Shares 8,270 Est. Cost $290.00 Unrealized +4.5%
CSCO Cisco Systems Inc 1.0%
Value ($000) $2,838 Shares 53,556 Est. Cost $37.54 Unrealized +22.1%
Unilever Plc Sponsored ADR 1.0%
Value ($000) $2,805 Shares 47,947 Est. Cost $57.26 Unrealized
NKE Nike Inc Cl B 1.0%
Value ($000) $2,787 Shares 18,038 Est. Cost $92.53 Unrealized +35.8%
GD General Dynamics Corp 1.0%
Value ($000) $2,750 Shares 14,607 Est. Cost $131.34 Unrealized +30.1%
GOOGL Alphabet Inc. Stock Class A 0.9%
Value ($000) $2,735 Shares 1,120 Est. Cost $66.25 Unrealized +75.0%
JNJ Johnson & Johnson 0.9%
Value ($000) $2,710 Shares 16,452 Est. Cost $126.11 Unrealized +14.9%
ACWI iShares MSCI ACWI Index ETF 0.9%
Value ($000) $2,704 Shares 26,723 Est. Cost $62.57 Unrealized
VTWO Vanguard Russell 2000 Index Fund ETF 0.9%
Value ($000) $2,531 Shares 27,340 Est. Cost $135.42 Unrealized
MDT Medtronic PLC 0.8%
Value ($000) $2,283 Shares 18,392 Est. Cost $88.46 Unrealized +23.8%
MMM 3M Co 0.8%
Value ($000) $2,223 Shares 11,190 Est. Cost $110.30 Unrealized +27.3%
IFF International Flavors & Fragrances 0.7%
Value ($000) $2,112 Shares 14,138 Est. Cost $106.25 Unrealized +18.9%
VYMI Vanguard International High Dividend Yield Index ETF 0.7%
Value ($000) $2,069 Shares 30,440 Est. Cost $51.85 Unrealized
PG Procter & Gamble Co 0.6%
Value ($000) $1,747 Shares 12,946 Est. Cost $101.06 Unrealized +19.4%
CTSH Cognizant Technology Solutions Corp Class A 0.6%
Value ($000) $1,710 Shares 24,694 Est. Cost $55.56 Unrealized +24.6%
VT Vanguard Total World Stock Index ETF 0.6%
Value ($000) $1,698 Shares 16,392 Est. Cost $67.41 Unrealized
PEP Pepsico Inc 0.6%
Value ($000) $1,697 Shares 11,450 Est. Cost $111.53 Unrealized +13.1%
HD Home Depot Inc 0.6%
Value ($000) $1,686 Shares 5,286 Est. Cost $260.72 Unrealized +8.9%
BDX Becton Dickinson & Co 0.6%
Value ($000) $1,614 Shares 6,638 Est. Cost $221.49 Unrealized +0.3%
SBUX Starbucks Corp 0.6%
Value ($000) $1,585 Shares 14,173 Est. Cost $70.13 Unrealized +45.0%
IXUS iShares Core MSCI Total Intl Stock Mkt ETF 0.5%
Value ($000) $1,539 Shares 21,001 Est. Cost $64.60 Unrealized
ACN Accenture Plc 0.5%
Value ($000) $1,368 Shares 4,639 Est. Cost $187.36 Unrealized +43.1%
WMT Wal-Mart Stores Inc 0.4%
Value ($000) $1,267 Shares 8,988 Est. Cost $35.00 Unrealized +25.1%
DGP Deutsche Bk Ag Ldn Brh Powershares Gold Double Long Etn 0.4%
Value ($000) $1,118 Shares 30,000 Est. Cost $25.00 Unrealized
VOO Vanguard S&P 500 ETF 0.4%
Value ($000) $1,080 Shares 2,745 Est. Cost $252.13 Unrealized
META Facebook Inc Class A 0.4%
Value ($000) $1,043 Shares 3,001 Est. Cost $212.64 Unrealized +49.8%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $986 Shares 2,303 Est. Cost $269.89 Unrealized
V Visa Inc Class A Shares 0.3%
Value ($000) $933 Shares 3,989 Est. Cost $162.95 Unrealized +35.6%
GOOG Alphabet Inc 0.2%
Value ($000) $689 Shares 275 Est. Cost $74.23 Unrealized +59.4%
AMZN Amazon.com Inc 0.2%
Value ($000) $671 Shares 195 Est. Cost $119.62 Unrealized +38.9%
VCSH Vanguard Short-Term Corp Bond Index ETF 0.2%
Value ($000) $666 Shares 8,050 Est. Cost $79.10 Unrealized
FDX FedEx Corp 0.2%
Value ($000) $611 Shares 2,048 Est. Cost $234.19 Unrealized +15.4%
GLD SPDR Gold Trust 0.2%
Value ($000) $542 Shares 3,274 Est. Cost $126.69 Unrealized
IVV iShares Core S&P 500 (Mkt) 0.2%
Value ($000) $537 Shares 1,250 Est. Cost $397.87 Unrealized
BSV Vanguard Short-Term Bond Fund ETF 0.2%
Value ($000) $530 Shares 6,450 Est. Cost $81.61 Unrealized
PYPL Paypal Holdings Inc 0.2%
Value ($000) $518 Shares 1,777 Est. Cost $111.61 Unrealized +136.1%
HCA HCA Healthcare Inc 0.2%
Value ($000) $487 Shares 2,358 Est. Cost $133.65 Unrealized +46.5%
AMGN Amgen Inc 0.1%
Value ($000) $394 Shares 1,615 Est. Cost $180.69 Unrealized +17.6%
VTEB Vanguard Municipal Bond Fund ETF 0.1%
Value ($000) $357 Shares 6,457 Est. Cost $53.17 Unrealized
BAC Bank Of America Corp 0.1%
Value ($000) $332 Shares 8,052 Est. Cost $29.31 Unrealized +24.7%
YUMC Yum China Holdings Inc 0.1%
Value ($000) $331 Shares 5,000 Est. Cost $39.39 Unrealized +61.9%
DG Dollar General Corp 0.1%
Value ($000) $331 Shares 1,531 Est. Cost $185.65 Unrealized +5.3%
STAG Stag Industrial Inc 0.1%
Value ($000) $329 Shares 8,796 Est. Cost $33.61 Unrealized
FEZ SPDR Euro Stoxx 50 0.1%
Value ($000) $322 Shares 6,882 Est. Cost $41.15 Unrealized
SFBS Servisfirst Bancshares 0.1%
Value ($000) $320 Shares 4,707 Est. Cost $34.36 Unrealized +78.3%
SCHE Schwab Emerging Markets Equity ETF 0.1%
Value ($000) $298 Shares 9,061 Est. Cost $28.55 Unrealized
OMF OneMain Holdings, Inc. 0.1%
Value ($000) $293 Shares 4,883 Est. Cost $52.71 Unrealized +7.4%
AJG Arthur J Gallagher & Co 0.1%
Value ($000) $292 Shares 2,084 Est. Cost $84.82 Unrealized +58.8%
MA Mastercard Inc Class A 0.1%
Value ($000) $289 Shares 792 Est. Cost $336.87 Unrealized +7.5%
Colfax Corp 0.1%
Value ($000) $278 Shares 6,073 Est. Cost $43.79 Unrealized
QTS Realty Trust Inc Class A 0.1%
Value ($000) $268 Shares 3,473 Est. Cost $61.91 Unrealized
VWO Vanguard FTSE Emerging Markets (ETF) 0.1%
Value ($000) $255 Shares 4,700 Est. Cost $52.13 Unrealized
PRG PROG Holdings Inc 0.1%
Value ($000) $249 Shares 5,181 Est. Cost $48.42 Unrealized -0.9%
Pinnacle Financial Partners Inc 0.1%
Value ($000) $247 Shares 2,802 Est. Cost $88.74 Unrealized
MGM MGM Resorts International 0.1%
Value ($000) $247 Shares 5,787 Est. Cost $25.54 Unrealized +61.9%
MDLZ Mondelez Intl Inc Com Cl A 0.1%
Value ($000) $234 Shares 3,750 Est. Cost $38.17 Unrealized +43.1%
ALLY Ally Financial Common 0.1%
Value ($000) $230 Shares 4,622 Est. Cost $35.55 Unrealized +23.1%
DAN Dana Holding Corp 0.1%
Value ($000) $224 Shares 9,440 Est. Cost $20.20 Unrealized +13.7%
LBRDK Liberty Broadband Corporation Series C 0.1%
Value ($000) $221 Shares 1,271 Est. Cost $141.71 Unrealized +6.3%
RSG Republic Services Inc 0.1%
Value ($000) $219 Shares 1,995 Est. Cost $88.65 Unrealized +14.0%
Rexnord Corp 0.1%
Value ($000) $213 Shares 4,250 Est. Cost $47.06 Unrealized
AMT American Tower REIT 0.1%
Value ($000) $213 Shares 790 Est. Cost $194.65 Unrealized +13.7%
CRM Salesforce.com Inc. 0.1%
Value ($000) $206 Shares 844 Est. Cost $172.02 Unrealized +32.4%
ITT ITT Inc 0.1%
Value ($000) $205 Shares 2,234 Est. Cost $82.49 Unrealized +12.9%
SBNY Signature Bank 0.1%
Value ($000) $205 Shares 834 Est. Cost $225.77 Unrealized
ARKK ARK Innovation ETF 0.1%
Value ($000) $196 Shares 1,500 Est. Cost $119.88 Unrealized
AMLP ALPS Alerian MLP ETF 0.1%
Value ($000) $195 Shares 5,350 Est. Cost $24.67 Unrealized
MDY SPDR S&P Midcap 400 0.1%
Value ($000) $191 Shares 389 Est. Cost $375.21 Unrealized
BA Boeing Company 0.1%
Value ($000) $187 Shares 779 Est. Cost $212.62 Unrealized +13.7%
DOV Dover Corp 0.1%
Value ($000) $187 Shares 1,240 Est. Cost $119.60 Unrealized +16.3%
F Ford Motor Company 0.1%
Value ($000) $186 Shares 12,500 Est. Cost $8.68 Unrealized +16.2%
QCOM Qualcomm Inc 0.1%
Value ($000) $185 Shares 1,291 Est. Cost $76.26 Unrealized +60.2%
PB Prosperity Bancshares, Inc. 0.1%
Value ($000) $182 Shares 2,538 Est. Cost $62.58 Unrealized +2.4%
EWU iShares MSCI United Kingdom ETF 0.1%
Value ($000) $180 Shares 5,500 Est. Cost $33.71 Unrealized
SPX Corp 0.1%
Value ($000) $175 Shares 2,858 Est. Cost $58.43 Unrealized
DE Deere & Company 0.1%
Value ($000) $169 Shares 479 Est. Cost $307.48 Unrealized +11.5%
Dish Network Corp Class A 0.1%
Value ($000) $167 Shares 4,000 Est. Cost $47.75 Unrealized
MKL Markel Corporation 0.1%
Value ($000) $167 Shares 141 Est. Cost $1080.35 Unrealized +11.0%
ModivCare Inc 0.1%
Value ($000) $166 Shares 975 Est. Cost $147.69 Unrealized
MPT Medical Properties Trust Inc 0.1%
Value ($000) $156 Shares 7,763 Est. Cost $18.05 Unrealized
WFC Wells Fargo & Company 0.1%
Value ($000) $155 Shares 3,420 Est. Cost $45.69 Unrealized -12.5%
ZBH Zimmer Holdings Inc 0.1%
Value ($000) $152 Shares 948 Est. Cost $148.88 Unrealized +4.6%
ENS EnerSys 0.1%
Value ($000) $152 Shares 1,553 Est. Cost $87.48 Unrealized +2.1%
HELE Helen of Troy Limited 0.1%
Value ($000) $151 Shares 660 Est. Cost $224.73 Unrealized -2.2%
KO Coca Cola Co 0.1%
Value ($000) $151 Shares 2,792 Est. Cost $42.39 Unrealized +11.5%
EVR Evercore Inc 0.1%
Value ($000) $150 Shares 1,066 Est. Cost $111.29 Unrealized +15.0%
POR Portland General Electric 0.1%
Value ($000) $148 Shares 3,208 Est. Cost $35.57 Unrealized +13.5%
XLF Financial Select Sector SPDR (Mkt) 0.1%
Value ($000) $147 Shares 4,000 Est. Cost $34.10 Unrealized
TXN Texas Instruments Inc 0.1%
Value ($000) $147 Shares 763 Est. Cost $150.08 Unrealized +9.4%
EQIX Equinix Inc. 0.1%
Value ($000) $146 Shares 182 Est. Cost $642.30 Unrealized +5.7%
FITB Fifth Third Bancorp 0.1%
Value ($000) $146 Shares 3,825 Est. Cost $19.66 Unrealized +70.3%
RF Regions Financial Corp 0.1%
Value ($000) $146 Shares 7,244 Est. Cost $12.24 Unrealized +46.0%
IVW iShares S&P 500 Growth ETF 0.1%
Value ($000) $145 Shares 2,000 Est. Cost $91.88 Unrealized
ESI Element Solutions Inc 0.0%
Value ($000) $142 Shares 6,083 Est. Cost $17.19 Unrealized +20.0%
LHX L3Harris Technologies Inc 0.0%
Value ($000) $139 Shares 643 Est. Cost $169.70 Unrealized +15.3%
VTV Vanguard Value ETF 0.0%
Value ($000) $137 Shares 1,000 Est. Cost $131.36 Unrealized
KR Kroger Co 0.0%
Value ($000) $136 Shares 3,560 Est. Cost $26.47 Unrealized +28.9%
CDP Corporate Office Properties Trust 0.0%
Value ($000) $131 Shares 4,670 Est. Cost $26.27 Unrealized
NMIH NMI Holdings Inc 0.0%
Value ($000) $130 Shares 5,802 Est. Cost $23.38 Unrealized +2.1%
SYY Sysco Corp 0.0%
Value ($000) $129 Shares 1,657 Est. Cost $64.33 Unrealized +10.9%
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $128 Shares 540 Est. Cost $222.22 Unrealized
SHOP Shopify Inc 0.0%
Value ($000) $124 Shares 85 Est. Cost $117.12 Unrealized +5.2%
ACGL Arch Capital Group Ltd. 0.0%
Value ($000) $122 Shares 3,125 Est. Cost $33.84 Unrealized +11.3%
SAIC Science Applications International Corp 0.0%
Value ($000) $122 Shares 1,391 Est. Cost $93.83 Unrealized -4.8%
ADBE Adobe Systems Incorporated 0.0%
Value ($000) $121 Shares 206 Est. Cost $483.11 Unrealized +6.7%
WM Waste Management Inc 0.0%
Value ($000) $115 Shares 818 Est. Cost $102.61 Unrealized +25.3%
LOW Lowes Companies Inc 0.0%
Value ($000) $113 Shares 584 Est. Cost $155.86 Unrealized +15.2%
EHC Encompass Health Corp 0.0%
Value ($000) $110 Shares 1,410 Est. Cost $61.91 Unrealized +2.4%
BHP BHP Hilliton Ltd ADR 0.0%
Value ($000) $109 Shares 1,500 Est. Cost $69.47 Unrealized
FUL H.B. Fuller Company 0.0%
Value ($000) $105 Shares 1,646 Est. Cost $53.42 Unrealized +18.3%
UNH UnitedHealth Group Inc 0.0%
Value ($000) $105 Shares 261 Est. Cost $316.94 Unrealized +16.4%
EQT EQT Corporation 0.0%
Value ($000) $104 Shares 4,670 Est. Cost $16.35 Unrealized +16.0%
Argo Group International Holdings Ltd 0.0%
Value ($000) $100 Shares 1,935 Est. Cost $50.13 Unrealized
CI Cigna Corp 0.0%
Value ($000) $99 Shares 418 Est. Cost $204.18 Unrealized +12.5%
CVX Chevron Corp 0.0%
Value ($000) $98 Shares 937 Est. Cost $82.03 Unrealized +6.2%
JCI Johnson Controls PLC 0.0%
Value ($000) $97 Shares 1,411 Est. Cost $49.98 Unrealized +17.9%
PFGC Performance Food Group 0.0%
Value ($000) $96 Shares 1,978 Est. Cost $52.79 Unrealized +0.0%
EFA iShares MSCI EAFE 0.0%
Value ($000) $93 Shares 1,175 Est. Cost $75.74 Unrealized
UHS Universal Health Services B 0.0%
Value ($000) $93 Shares 635 Est. Cost $129.20 Unrealized +14.2%
GS Goldman Sachs 0.0%
Value ($000) $93 Shares 244 Est. Cost $276.90 Unrealized +15.4%
TSCO Tractor Supply Co 0.0%
Value ($000) $93 Shares 500 Est. Cost $29.45 Unrealized +15.2%
DFIN Donnelley Financial Solutions Inc 0.0%
Value ($000) $92 Shares 2,775 Est. Cost $23.14 Unrealized +28.7%
Beacon Roofing Supply Inc 0.0%
Value ($000) $90 Shares 1,690 Est. Cost $52.07 Unrealized
APA APA Corp 0.0%
Value ($000) $89 Shares 4,125 Est. Cost $16.21 Unrealized +11.3%
DAL Delta Airlines Inc 0.0%
Value ($000) $87 Shares 2,000 Est. Cost $48.02 Unrealized -6.2%
BX Blackstone Group Inc 0.0%
Value ($000) $87 Shares 899 Est. Cost $42.09 Unrealized +81.1%
PLAB Photronics, Inc. 0.0%
Value ($000) $86 Shares 6,540 Est. Cost $12.10 Unrealized +8.1%
TPL Texas Pacific Land Trust 0.0%
Value ($000) $86 Shares 54 Est. Cost $117.17 Unrealized +40.1%
NSIT Insight Enterprises, Inc. 0.0%
Value ($000) $85 Shares 846 Est. Cost $85.70 Unrealized +17.9%
HEFA iShares Currency Hedge MSCI EAFE ETF 0.0%
Value ($000) $84 Shares 2,432 Est. Cost $28.87 Unrealized
SEE Sealed Air Corp 0.0%
Value ($000) $84 Shares 1,425 Est. Cost $40.72 Unrealized +21.1%
MGY Magnolia Oil & Gas Corp 0.0%
Value ($000) $83 Shares 5,320 Est. Cost $10.42 Unrealized +23.3%
OPTU Altice USA Inc 0.0%
Value ($000) $83 Shares 2,444 Est. Cost $34.83 Unrealized +0.5%
IWC iShares Micro-Cap ETF 0.0%
Value ($000) $82 Shares 540 Est. Cost $146.30 Unrealized
TNL Travel Plus Leisure Co 0.0%
Value ($000) $80 Shares 1,348 Est. Cost $45.18 Unrealized +16.8%
TDG TransDigm Group Inc. 0.0%
Value ($000) $80 Shares 123 Est. Cost $480.67 Unrealized +8.5%
Qurate Retail Inc Series A 0.0%
Value ($000) $79 Shares 6,059 Est. Cost $11.72 Unrealized
VEU Vanguard FTSE All-World Ex-US ETF 0.0%
Value ($000) $78 Shares 1,224 Est. Cost $49.84 Unrealized
ISRG Intuitive Surgical, Inc. 0.0%
Value ($000) $77 Shares 84 Est. Cost $248.30 Unrealized +13.0%
NXST Nexstar Media Group, Inc. 0.0%
Value ($000) $77 Shares 519 Est. Cost $111.61 Unrealized +14.2%
FNF Fidelity National Fin Inc 0.0%
Value ($000) $77 Shares 1,773 Est. Cost $30.18 Unrealized +16.0%
MSA MSA Safety Inc 0.0%
Value ($000) $76 Shares 461 Est. Cost $161.14 Unrealized +0.6%
CLH Clean Harbors Inc 0.0%
Value ($000) $75 Shares 801 Est. Cost $84.13 Unrealized +8.0%
CSL Carlisle Companies Inc 0.0%
Value ($000) $75 Shares 392 Est. Cost $145.09 Unrealized +21.7%
MOG/A Moog Inc 0.0%
Value ($000) $75 Shares 894 Est. Cost $76.34 Unrealized +8.5%
JPM JP Morgan Chase & Co 0.0%
Value ($000) $75 Shares 480 Est. Cost $89.03 Unrealized +57.0%
OXM Oxford Industries Inc 0.0%
Value ($000) $73 Shares 736 Est. Cost $76.83 Unrealized +22.1%
THG Hanover Insurance Group Inc 0.0%
Value ($000) $72 Shares 529 Est. Cost $107.45 Unrealized +14.3%
DHR Danaher Corp 0.0%
Value ($000) $70 Shares 261 Est. Cost $196.00 Unrealized +10.8%
NVST Envista Holdings Corp 0.0%
Value ($000) $70 Shares 1,617 Est. Cost $38.10 Unrealized +13.8%
MGM Growth Properties LLC 0.0%
Value ($000) $70 Shares 1,911 Est. Cost $32.44 Unrealized
ASH Ashland Global Holdings Inc. 0.0%
Value ($000) $69 Shares 794 Est. Cost $78.92 Unrealized +4.7%
ALC Alcon Inc Ord 0.0%
Value ($000) $69 Shares 987 Est. Cost $59.15 Unrealized +18.8%
Tristate Capital Holdings Inc 0.0%
Value ($000) $68 Shares 3,323 Est. Cost $23.17 Unrealized
TSLA Tesla Motors Inc 0.0%
Value ($000) $68 Shares 100 Est. Cost $251.06 Unrealized -13.5%
MTB M&T Bank Corp 0.0%
Value ($000) $67 Shares 462 Est. Cost $121.20 Unrealized +11.0%
MEI Methode Electronics Inc. 0.0%
Value ($000) $65 Shares 1,326 Est. Cost $35.62 Unrealized +13.9%
CW Curtiss-Wright Corp 0.0%
Value ($000) $64 Shares 538 Est. Cost $113.43 Unrealized +8.3%
KBR KBR, Inc. 0.0%
Value ($000) $64 Shares 1,688 Est. Cost $30.25 Unrealized +24.8%
XOM Exxon Mobil Corp 0.0%
Value ($000) $64 Shares 1,007 Est. Cost $43.51 Unrealized +15.0%
SLYV SPDR S&P 600 Small Cap Value ETF 0.0%
Value ($000) $64 Shares 750 Est. Cost $81.33 Unrealized
HWC Hancock Holding Co 0.0%
Value ($000) $61 Shares 1,364 Est. Cost $39.36 Unrealized +18.2%
ABT Abbott Laboratories 0.0%
Value ($000) $61 Shares 528 Est. Cost $81.43 Unrealized +31.7%
AIZ Assurant 0.0%
Value ($000) $60 Shares 385 Est. Cost $123.86 Unrealized +16.5%
UBER Uber Technologies, Inc. 0.0%
Value ($000) $58 Shares 1,160 Est. Cost $55.80 Unrealized -6.4%
MOD Modine Manufacturing Co. 0.0%
Value ($000) $57 Shares 3,456 Est. Cost $14.22 Unrealized +15.1%
CL Colgate-Palmolive Co 0.0%
Value ($000) $57 Shares 703 Est. Cost $62.83 Unrealized +16.9%
GM General Motors Co 0.0%
Value ($000) $56 Shares 943 Est. Cost $51.24 Unrealized +10.7%
LAMR Lamar Advertising Co 0.0%
Value ($000) $56 Shares 532 Est. Cost $93.98 Unrealized
UNP Union Pacific Corp 0.0%
Value ($000) $56 Shares 253 Est. Cost $188.09 Unrealized +6.5%
UGI UGI Corp 0.0%
Value ($000) $53 Shares 1,142 Est. Cost $38.65 Unrealized +16.4%
C Citigroup Inc 0.0%
Value ($000) $53 Shares 750 Est. Cost $40.30 Unrealized +55.6%
GPN Global Payments Inc 0.0%
Value ($000) $52 Shares 278 Est. Cost $155.39 Unrealized +24.1%
LNG Cheniere Energy 0.0%
Value ($000) $50 Shares 579 Est. Cost $68.37 Unrealized +19.0%
SNAP Snap Inc 0.0%
Value ($000) $49 Shares 719 Est. Cost $22.79 Unrealized +163.4%
CCI Crown Castle Intl Corp 0.0%
Value ($000) $49 Shares 252 Est. Cost $127.80 Unrealized +17.4%
MCB Metropolitan Bank Holding Corp 0.0%
Value ($000) $48 Shares 793 Est. Cost $45.97 Unrealized +31.5%
Blackrock Inc 0.0%
Value ($000) $48 Shares 55 Est. Cost $597.35 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $48 Shares 163 Est. Cost $263.53 Unrealized +8.2%
EMN Eastman Chemical Co 0.0%
Value ($000) $48 Shares 412 Est. Cost $91.30 Unrealized +11.2%
AVB AvalonBay Communities Inc 0.0%
Value ($000) $47 Shares 227 Est. Cost $147.80 Unrealized +15.4%
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $46 Shares 682 Est. Cost $47.36 Unrealized +13.8%
FNB F.N.B. Corp 0.0%
Value ($000) $45 Shares 3,647 Est. Cost $9.68 Unrealized +13.4%
Synovus Financial Corp Com 0.0%
Value ($000) $44 Shares 1,002 Est. Cost $45.82 Unrealized
AFG American Financial Group Inc. 0.0%
Value ($000) $44 Shares 350 Est. Cost $61.35 Unrealized +25.3%
AXP American Express Co 0.0%
Value ($000) $43 Shares 260 Est. Cost $96.74 Unrealized +52.8%
ACM Aecom 0.0%
Value ($000) $42 Shares 666 Est. Cost $54.74 Unrealized +14.9%
EWBC East West Bancorp Inc 0.0%
Value ($000) $42 Shares 591 Est. Cost $59.89 Unrealized +9.8%
NOW ServiceNow Inc 0.0%
Value ($000) $42 Shares 76 Est. Cost $103.99 Unrealized -2.5%
AER Aercap Hldgs NV 0.0%
Value ($000) $41 Shares 792 Est. Cost $47.93 Unrealized +18.5%
COF Capital One Financial Corp 0.0%
Value ($000) $39 Shares 250 Est. Cost $107.90 Unrealized +28.4%
CATY Cathay General Bancorp 0.0%
Value ($000) $38 Shares 954 Est. Cost $32.90 Unrealized +7.6%
BP BP PLC Spons ADR 0.0%
Value ($000) $37 Shares 1,400 Est. Cost $37.35 Unrealized
USFD US Foods Holding Corp 0.0%
Value ($000) $37 Shares 959 Est. Cost $36.15 Unrealized +7.3%
Tilray Inc 0.0%
Value ($000) $36 Shares 2,000 Est. Cost $22.50 Unrealized
SLB Schlumberger Limited 0.0%
Value ($000) $36 Shares 1,135 Est. Cost $24.69 Unrealized +12.5%
ZTS Zoetis Inc Common 0.0%
Value ($000) $36 Shares 193 Est. Cost $155.43 Unrealized +7.1%
SLM SLM Corp 0.0%
Value ($000) $33 Shares 1,580 Est. Cost $15.17 Unrealized +29.8%
CMCSA Comcast Corp Class A 0.0%
Value ($000) $33 Shares 579 Est. Cost $41.66 Unrealized +17.8%
DUK Duke Energy Corp 0.0%
Value ($000) $33 Shares 332 Est. Cost $60.03 Unrealized +39.7%
XYZ Square Inc 0.0%
Value ($000) $33 Shares 137 Est. Cost $195.07 Unrealized +18.9%
Twitter Inc 0.0%
Value ($000) $32 Shares 462 Est. Cost $54.11 Unrealized
NEE Nextera Energy Inc 0.0%
Value ($000) $32 Shares 433 Est. Cost $54.20 Unrealized +22.7%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $32 Shares 2,212 Est. Cost $12.39 Unrealized 0.0%
PBH Prestige Brands Hldgs 0.0%
Value ($000) $32 Shares 623 Est. Cost $42.02 Unrealized +14.3%
VTR Ventas, Inc. 0.0%
Value ($000) $31 Shares 539 Est. Cost $38.61 Unrealized +22.9%
CB Chubb Limited 0.0%
Value ($000) $30 Shares 188 Est. Cost $131.46 Unrealized +18.1%
SPOT Spotify Technology S.A. 0.0%
Value ($000) $30 Shares 108 Est. Cost $282.20 Unrealized -10.1%
MTH Meritage Homes Corp 0.0%
Value ($000) $30 Shares 314 Est. Cost $43.33 Unrealized +16.5%
BLMN Bloomin Brands Inc 0.0%
Value ($000) $29 Shares 1,069 Est. Cost $20.44 Unrealized +16.8%
Xilinx Inc 0.0%
Value ($000) $27 Shares 187 Est. Cost $71.25 Unrealized
NVDA Nvidia Corp 0.0%
Value ($000) $27 Shares 34 Est. Cost $13.35 Unrealized +19.8%
NX Quanex Building Products Corporation 0.0%
Value ($000) $26 Shares 1,040 Est. Cost $23.29 Unrealized +7.2%
Veritex Holdings Inc 0.0%
Value ($000) $25 Shares 714 Est. Cost $32.57 Unrealized
BL BlackLine Inc 0.0%
Value ($000) $25 Shares 228 Est. Cost $111.58 Unrealized -2.1%
VAC Marriott Vacations Worldwide Corp 0.0%
Value ($000) $25 Shares 159 Est. Cost $155.86 Unrealized +9.9%
BDC Belden Inc. 0.0%
Value ($000) $24 Shares 467 Est. Cost $44.89 Unrealized +7.6%
VEEV Veeva Systems 0.0%
Value ($000) $24 Shares 78 Est. Cost $280.15 Unrealized -0.5%
TRV Travelers Companies Inc 0.0%
Value ($000) $24 Shares 160 Est. Cost $115.62 Unrealized +22.2%
ETR Entergy Corporation 0.0%
Value ($000) $23 Shares 231 Est. Cost $39.50 Unrealized +12.7%
Great Westin Bancorp Inc. 0.0%
Value ($000) $23 Shares 707 Est. Cost $30.53 Unrealized
T AT&T Inc 0.0%
Value ($000) $23 Shares 804 Est. Cost $16.14 Unrealized +5.2%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $23 Shares 46 Est. Cost $462.59 Unrealized +0.7%
AXS Axis Capital Holdings Limited 0.0%
Value ($000) $23 Shares 475 Est. Cost $44.01 Unrealized +6.8%
SP Plus Corporation 0.0%
Value ($000) $23 Shares 762 Est. Cost $32.69 Unrealized
CBT Cabot Corp 0.0%
Value ($000) $22 Shares 386 Est. Cost $44.40 Unrealized +19.9%
CNDT Conduent Inc 0.0%
Value ($000) $20 Shares 2,623 Est. Cost $5.70 Unrealized +28.0%
Mesa Air Group Inc 0.0%
Value ($000) $20 Shares 2,099 Est. Cost $13.52 Unrealized
MRK Merck & Co Inc 0.0%
Value ($000) $19 Shares 245 Est. Cost $53.10 Unrealized +20.8%
PRU Prudential Financial Inc 0.0%
Value ($000) $19 Shares 185 Est. Cost $69.67 Unrealized +17.4%
WY Weyerhaeuser Co 0.0%
Value ($000) $19 Shares 559 Est. Cost $24.49 Unrealized +24.6%
SYBT Stock Yards Bancorp Inc 0.0%
Value ($000) $18 Shares 360 Est. Cost $47.96 Unrealized +7.7%
ESTC Elastic NV 0.0%
Value ($000) $16 Shares 108 Est. Cost $122.92 Unrealized +1.7%
HON Honeywell International Inc 0.0%
Value ($000) $16 Shares 75 Est. Cost $163.73 Unrealized +17.4%
IWM Ishares Russell 2000 ETF 0.0%
Value ($000) $15 Shares 65 Est. Cost $155.52 Unrealized
SSTI Shotspotter Inc 0.0%
Value ($000) $15 Shares 314 Est. Cost $32.82 Unrealized +16.9%
TTD Trade Desk Inc 0.0%
Value ($000) $15 Shares 190 Est. Cost $65.06 Unrealized -1.8%
ZM Zoom Video Communications Inc Class A 0.0%
Value ($000) $15 Shares 40 Est. Cost $445.83 Unrealized -25.3%
CVNA Carvana Co 0.0%
Value ($000) $14 Shares 46 Est. Cost $228.56 Unrealized +19.0%
NFLX Netflix Inc 0.0%
Value ($000) $14 Shares 27 Est. Cost $50.70 Unrealized +0.8%
BIDU Baidu Inc ADR 0.0%
Value ($000) $13 Shares 66 Est. Cost $106.06 Unrealized
KMX CarMax, Inc 0.0%
Value ($000) $13 Shares 104 Est. Cost $93.77 Unrealized +31.8%
BANF BancFirst Corporation 0.0%
Value ($000) $13 Shares 212 Est. Cost $60.44 Unrealized +4.6%
TWLO Twilio Inc 0.0%
Value ($000) $13 Shares 33 Est. Cost $312.48 Unrealized +11.1%
ETSY Etsy Inc 0.0%
Value ($000) $12 Shares 58 Est. Cost $150.38 Unrealized +23.1%
EPR EPR Properties REIT 0.0%
Value ($000) $11 Shares 215 Est. Cost $50.59 Unrealized
CBRE CBRE Group 0.0%
Value ($000) $11 Shares 125 Est. Cost $56.51 Unrealized +51.1%
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.0%
Value ($000) $10 Shares 160 Est. Cost $50.00 Unrealized
TSM Taiwan Semiconductor Manufacturing Company ADR 0.0%
Value ($000) $10 Shares 81 Est. Cost $109.34 Unrealized
Athersys Inc Common 0.0%
Value ($000) $9 Shares 6,265 Est. Cost $1.44 Unrealized
WSFS WSFS Financial Corporation 0.0%
Value ($000) $9 Shares 194 Est. Cost $48.16 Unrealized +5.8%
STBA S&T Bancorp, Inc. 0.0%
Value ($000) $8 Shares 265 Est. Cost $29.68 Unrealized +11.7%
BHF Brighthouse Financial Inc 0.0%
Value ($000) $8 Shares 184 Est. Cost $37.24 Unrealized +26.2%
QRVO Qorvo Inc 0.0%
Value ($000) $8 Shares 39 Est. Cost $147.19 Unrealized +25.3%
TRMB Trimble Inc 0.0%
Value ($000) $8 Shares 93 Est. Cost $57.40 Unrealized +38.5%
LKFN Lakeland Financial Corporation 0.0%
Value ($000) $8 Shares 124 Est. Cost $57.02 Unrealized -2.0%
TGT Target Corp 0.0%
Value ($000) $7 Shares 29 Est. Cost $163.21 Unrealized +17.4%
ADI Analog Devices Inc 0.0%
Value ($000) $7 Shares 42 Est. Cost $141.13 Unrealized +4.6%
CGNX Cognex Corp 0.0%
Value ($000) $7 Shares 81 Est. Cost $69.07 Unrealized +13.7%
Linde PLC 0.0%
Value ($000) $6 Shares 20 Est. Cost $265.45 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $6 Shares 24 Est. Cost $228.85 Unrealized +9.4%
ITW Illinois Tool Works 0.0%
Value ($000) $6 Shares 29 Est. Cost $143.99 Unrealized +42.4%
LUMN Lumen Technologies Inc 0.0%
Value ($000) $6 Shares 474 Est. Cost $10.83 Unrealized +13.2%
UA Under Armour 0.0%
Value ($000) $6 Shares 297 Est. Cost $18.83 Unrealized +0.0%
UAA Under Armour Inc Class A Shs 0.0%
Value ($000) $6 Shares 296 Est. Cost $19.56 Unrealized +14.0%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $6 Shares 29 Est. Cost $156.66 Unrealized +12.5%
RODM Hartford Multifactor Developed Markets ex-US ETF 0.0%
Value ($000) $6 Shares 209 Est. Cost $23.92 Unrealized
LAM Research Corp 0.0%
Value ($000) $5 Shares 8 Est. Cost $500.00 Unrealized
APD Air Products & Chemicals Inc 0.0%
Value ($000) $5 Shares 17 Est. Cost $240.18 Unrealized +8.6%
FDS Factset Research Systems Inc 0.0%
Value ($000) $5 Shares 15 Est. Cost $302.09 Unrealized +3.7%
PAYX Paychex Inc 0.0%
Value ($000) $5 Shares 51 Est. Cost $80.38 Unrealized +9.8%
PII Polaris Industries 0.0%
Value ($000) $4 Shares 26 Est. Cost $121.88 Unrealized +11.2%
CLX Clorox Co 0.0%
Value ($000) $4 Shares 23 Est. Cost $165.03 Unrealized -4.6%
VFC VF Corporation 0.0%
Value ($000) $4 Shares 46 Est. Cost $81.17 Unrealized +2.7%
AFL Aflac Inc 0.0%
Value ($000) $4 Shares 70 Est. Cost $42.88 Unrealized +14.3%
ES Eversource Energy 0.0%
Value ($000) $4 Shares 45 Est. Cost $70.27 Unrealized +0.0%
Activision Blizzard Inc 0.0%
Value ($000) $4 Shares 39 Est. Cost $90.91 Unrealized
Kansas City Southern 0.0%
Value ($000) $4 Shares 15 Est. Cost $200.00 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $4 Shares 17 Est. Cost $193.25 Unrealized +8.3%
GWW W W Grainger Inc. 0.0%
Value ($000) $3 Shares 6 Est. Cost $366.83 Unrealized +14.6%
SJM J M Smucker Co 0.0%
Value ($000) $3 Shares 20 Est. Cost $100.50 Unrealized +13.3%
EMR Emerson Electric Co 0.0%
Value ($000) $3 Shares 30 Est. Cost $77.81 Unrealized +9.9%
ECL Ecolab Inc 0.0%
Value ($000) $3 Shares 13 Est. Cost $186.61 Unrealized +10.6%
FHB First Hawaiian Inc 0.0%
Value ($000) $3 Shares 118 Est. Cost $22.67 Unrealized 0.0%
FORM FormFactor Inc 0.0%
Value ($000) $3 Shares 94 Est. Cost $36.12 Unrealized +9.1%
SO Southern Company 0.0%
Value ($000) $2 Shares 37 Est. Cost $49.84 Unrealized +7.9%
GIS General Mills Inc 0.0%
Value ($000) $2 Shares 39 Est. Cost $48.95 Unrealized +8.1%
XES SPDR S&P Oil & Gas Equipment & Services 0.0%
Value ($000) $2 Shares 28 Est. Cost $35.71 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.45 Unrealized +5.9%
WEC WEC Energy Group 0.0%
Value ($000) $2 Shares 21 Est. Cost $74.07 Unrealized +8.8%
PSX Phillips 66 0.0%
Value ($000) $2 Shares 20 Est. Cost $64.91 Unrealized +8.7%
Kellogg Co 0.0%
Value ($000) $2 Shares 30 Est. Cost $47.02 Unrealized +9.7%
COP Conocophillips 0.0%
Value ($000) $2 Shares 34 Est. Cost $41.39 Unrealized +14.0%
NVS Novartis Ag Adr 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
IBM International Business Machines 0.0%
Value ($000) $1 Shares 8 Est. Cost $98.07 Unrealized +15.7%
Nordstrom 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.25 Unrealized
D Dominion Resources Inc Va 0.0%
Value ($000) $1 Shares 12 Est. Cost $58.48 Unrealized +7.2%
OTIS Otis Worldwide 0.0%
Value ($000) $1 Shares 9 Est. Cost $60.74 Unrealized +18.1%
Mr. Cooper Group Inc 0.0%
Value ($000) $1 Shares 29 Est. Cost Unrealized
UCB United Community Banks Inc Blairsville Ga 0.0%
Value ($000) $1 Shares 39 Est. Cost $27.68 Unrealized +21.6%
Sierra Wireless, Inc. 0.0%
Value ($000) $1 Shares 58 Est. Cost $14.18 Unrealized
CARR Carrier Global Corporation 0.0%
Value ($000) $1 Shares 19 Est. Cost $36.44 Unrealized +15.2%
CBSH Commerce Bancshares, Inc. 0.0%
Value ($000) $0 Shares 6 Est. Cost $46.53 Unrealized +25.3%
CDK Global Inc Common 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
TAK Takeda Pharmaceutical Co Ltd ADR 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
Fire Eye Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
KTB Kontoor Brands Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $44.67 Unrealized +37.3%