Wellington Shields Capital Management, LLC Diversified Active

Location: New York, NY

CIK: 0001506071 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 11, 2019

Total Value: $529M (100.0% shares, 0.0% debt)

Holdings (276)

FLO FLOWERS FOODS INC 24.9%
Value $132M Shares 7,129,268 Est. Cost $13.90 Unrealized +3.3%
MSFT MICROSOFT CORPORATION 2.7%
Value $14.44M Shares 142,171 Est. Cost $40.20 Unrealized +148.7%
AAPL APPLE INC 2.4%
Value $12.8M Shares 81,175 Est. Cost $23.58 Unrealized +95.2%
ILMN ILLUMINA INC 2.3%
Value $12.2M Shares 40,661 Est. Cost $217.47 Unrealized +42.4%
XOM EXXON MOBIL CORP 2.1%
Value $11.18M Shares 163,960 Est. Cost $53.51 Unrealized +5.4%
JNJ JOHNSON & JOHNSON 1.8%
Value $9.688M Shares 75,072 Est. Cost $82.54 Unrealized +38.3%
JPM JP MORGAN CHASE & CO 1.4%
Value $7.468M Shares 76,500 Est. Cost $57.70 Unrealized +51.7%
MA MASTERCARD INC 1.4%
Value $7.444M Shares 39,460 Est. Cost $77.56 Unrealized +146.2%
GOOGL ALPHABET INC (A) 1.4%
Value $7.382M Shares 7,064 Est. Cost $35.25 Unrealized +52.2%
EW EDWARDS LIFESCIENCES CORP. 1.3%
Value $7.021M Shares 45,835 Est. Cost $33.70 Unrealized +50.1%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value $6.576M Shares 116,975 Est. Cost $29.56 Unrealized +30.6%
GOOG ALPHABET INC-CL C 1.2%
Value $6.517M Shares 6,293 Est. Cost $36.94 Unrealized +43.8%
AMZN AMAZON.COM INC 1.2%
Value $6.394M Shares 4,257 Est. Cost $32.90 Unrealized +152.7%
T AT&T INC 1.1%
Value $5.693M Shares 199,480 Est. Cost $12.20 Unrealized +15.0%
BDX BECTON DICKINSON 1.0%
Value $5.202M Shares 23,085 Est. Cost $105.99 Unrealized +96.4%
LMT LOCKHEED MARTIN 0.9%
Value $4.897M Shares 18,701 Est. Cost $150.07 Unrealized +66.6%
CASI PHARMACEUTICALS INC 0.9%
Value $4.732M Shares 1,177,131 Est. Cost $2.78 Unrealized
PFE PFIZER INC 0.9%
Value $4.675M Shares 107,091 Est. Cost $17.37 Unrealized +72.9%
WORLDPAY INC 0.8%
Value $4.124M Shares 53,955 Est. Cost $82.24 Unrealized
NOC NORTHROP GRUMMAN CORP 0.8%
Value $4.085M Shares 16,680 Est. Cost $160.72 Unrealized +52.7%
AES AES CORP 0.7%
Value $3.695M Shares 255,550 Est. Cost $8.93 Unrealized +30.5%
CSCO CISCO SYSTEMS 0.7%
Value $3.511M Shares 81,021 Est. Cost $30.02 Unrealized +23.0%
PG PROCTER & GAMBLE COMPANY 0.7%
Value $3.496M Shares 38,034 Est. Cost $55.10 Unrealized +35.7%
GM GENERAL MOTORS CO 0.7%
Value $3.448M Shares 103,091 Est. Cost $30.59 Unrealized +2.4%
RAYTHEON CO 0.6%
Value $3.416M Shares 22,275 Est. Cost $134.67 Unrealized
DIS WALT DISNEY CO/THE 0.6%
Value $3.407M Shares 31,070 Est. Cost $70.70 Unrealized +54.3%
META FACEBOOK INC 0.6%
Value $3.34M Shares 25,482 Est. Cost $92.98 Unrealized +54.7%
CVX CHEVRON CORPORATION 0.6%
Value $3.26M Shares 29,962 Est. Cost $75.08 Unrealized +12.9%
CRM SALESFORCE.COM 0.6%
Value $3.241M Shares 23,663 Est. Cost $100.58 Unrealized +35.1%
COP CONOCOPHILLIPS 0.6%
Value $3.202M Shares 51,347 Est. Cost $43.76 Unrealized +22.0%
ACN ACCENTURE LTD 0.6%
Value $3.083M Shares 21,862 Est. Cost $110.10 Unrealized +29.8%
ROYAL DUTCH SHELL PLC CL A 0.6%
Value $3.073M Shares 52,735 Est. Cost $60.81 Unrealized
BELMOND LTD 0.6%
Value $3.046M Shares 121,700 Est. Cost $17.37 Unrealized
SNA SNAP ON INC. 0.6%
Value $2.978M Shares 20,500 Est. Cost $66.38 Unrealized +97.8%
HD HOME DEPOT INC 0.6%
Value $2.959M Shares 17,219 Est. Cost $109.73 Unrealized +37.1%
BXMT BLACKSTONE MORTGAGE TRUST INC 0.6%
Value $2.953M Shares 92,699 Est. Cost $29.10 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.6%
Value $2.927M Shares 13,080 Est. Cost $201.18 Unrealized +14.5%
UEIC UNIVERSAL ELECTRONICS 0.5%
Value $2.813M Shares 111,285 Est. Cost $42.51 Unrealized -23.9%
WPC W.P. CAREY INC. 0.5%
Value $2.801M Shares 42,861 Est. Cost $63.68 Unrealized
DOWDUPONT INC. 0.5%
Value $2.748M Shares 51,378 Est. Cost $69.23 Unrealized
ABBV ABBVIE INC. 0.5%
Value $2.585M Shares 28,037 Est. Cost $38.31 Unrealized +69.1%
CMCSA COMCAST CORP 0.5%
Value $2.57M Shares 75,481 Est. Cost $25.74 Unrealized +18.2%
BA BOEING CO 0.5%
Value $2.493M Shares 7,731 Est. Cost $161.93 Unrealized +106.9%
GASLOG LTD 0.5%
Value $2.477M Shares 150,500 Est. Cost $19.66 Unrealized
UNH UNITEDHEALTH GROUP 0.5%
Value $2.469M Shares 9,909 Est. Cost $134.72 Unrealized +74.5%
UNP UNION PACIFIC 0.5%
Value $2.455M Shares 17,762 Est. Cost $80.24 Unrealized +57.6%
KO COCA COLA 0.5%
Value $2.447M Shares 51,686 Est. Cost $30.28 Unrealized +26.8%
CVS CVS HEALTH CORPORATION 0.5%
Value $2.399M Shares 36,611 Est. Cost $57.87 Unrealized +2.6%
BABA ALIBABA GROUP HOLDING LTD 0.5%
Value $2.391M Shares 17,440 Est. Cost $150.98 Unrealized
FSLR FIRST SOLAR INC COM 0.4%
Value $2.318M Shares 54,600 Est. Cost $37.54 Unrealized +16.9%
WMB WILLIAMS CO 0.4%
Value $2.286M Shares 103,652 Est. Cost $17.04 Unrealized -1.6%
MDLZ MONDELEZ INTERNATIONAL 0.4%
Value $2.252M Shares 56,259 Est. Cost $35.68 Unrealized +0.3%
CIGNA CORP 0.4%
Value $2.242M Shares 11,806 Est. Cost $189.90 Unrealized
QQQ INVESCO QQQ TR ETF 0.4%
Value $2.217M Shares 14,371 Est. Cost $168.95 Unrealized
SCL STEPAN CO. 0.4%
Value $2.183M Shares 29,500 Est. Cost $56.48 Unrealized +44.1%
BAC BANK OF AMERICA CORP 0.4%
Value $2.18M Shares 88,464 Est. Cost $22.58 Unrealized +1.0%
ABT ABBOTT LABORATORIES 0.4%
Value $2.171M Shares 30,018 Est. Cost $29.51 Unrealized +110.6%
AXP AMERICAN EXPRESS CO 0.4%
Value $2.136M Shares 22,411 Est. Cost $66.29 Unrealized +43.3%
CSX CSX CORP 0.4%
Value $2.06M Shares 33,150 Est. Cost $11.91 Unrealized +75.5%
MMM 3M CO 0.4%
Value $1.994M Shares 10,467 Est. Cost $83.14 Unrealized +54.3%
UNITED TECH. 0.4%
Value $1.97M Shares 18,501 Est. Cost $103.49 Unrealized
PEP PEPSICO INC 0.4%
Value $1.954M Shares 17,686 Est. Cost $58.61 Unrealized +54.7%
ABBNY ABB LIMITED SPONS ADR 0.4%
Value $1.894M Shares 99,650 Est. Cost $22.63 Unrealized
EWBC EAST WEST BANCORP INC. 0.3%
Value $1.846M Shares 42,415 Est. Cost $45.39 Unrealized -4.9%
ADBE ADOBE SYSTEMS 0.3%
Value $1.837M Shares 8,120 Est. Cost $197.15 Unrealized +22.4%
SLB SCHLUMBERGER LTD 0.3%
Value $1.797M Shares 49,793 Est. Cost $53.59 Unrealized -25.0%
IBM INTERNATIONAL BUSINESS MACHINE 0.3%
Value $1.789M Shares 15,741 Est. Cost $112.60 Unrealized -21.9%
CIEN CIENA CORPORATION 0.3%
Value $1.784M Shares 52,600 Est. Cost $30.31 Unrealized +4.6%
V VISA INC 0.3%
Value $1.76M Shares 13,338 Est. Cost $93.11 Unrealized +41.1%
CBS CORP 0.3%
Value $1.759M Shares 40,235 Est. Cost $52.72 Unrealized
BRK/B BERKSHIRE HATHAWAY INC. CLASS 0.3%
Value $1.73M Shares 8,471 Est. Cost $178.16 Unrealized +17.2%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value $1.707M Shares 32,843 Est. Cost $31.91 Unrealized +28.4%
HON HONEYWELL INTERNATIONAL 0.3%
Value $1.683M Shares 12,736 Est. Cost $75.36 Unrealized +56.2%
LLY LILLY ELI & CO 0.3%
Value $1.625M Shares 14,041 Est. Cost $70.00 Unrealized +44.8%
SMG SCOTTS MIRACLE-GRO 0.3%
Value $1.595M Shares 25,950 Est. Cost $64.10 Unrealized -14.2%
PM PHILIP MORRIS INTERNAT 0.3%
Value $1.584M Shares 23,724 Est. Cost $53.94 Unrealized +6.2%
GD GENERAL DYNAMICS 0.3%
Value $1.566M Shares 9,961 Est. Cost $97.62 Unrealized +55.8%
L3 TECHNOLOGIES INC 0.3%
Value $1.54M Shares 8,866 Est. Cost $152.15 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE 0.3%
Value $1.53M Shares 19,625 Est. Cost $79.66 Unrealized
RPM RPM INTERNATIONAL INC. 0.3%
Value $1.517M Shares 25,800 Est. Cost $44.36 Unrealized +38.1%
WDFC WD 40 CO. 0.3%
Value $1.51M Shares 8,240 Est. Cost $48.70 Unrealized +211.5%
SWK STANLEY BLACK & DECKER INC 0.3%
Value $1.442M Shares 12,043 Est. Cost $64.42 Unrealized +57.6%
GLNG GOLAR LNG LIMITED 0.3%
Value $1.437M Shares 66,050 Est. Cost $22.69 Unrealized +1.3%
SENSIENT TECHNOLOGIES CORP 0.3%
Value $1.424M Shares 25,500 Est. Cost $49.99 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value $1.394M Shares 7,400 Est. Cost $19.73 Unrealized +58.0%
PRA HEALTH SERVICES INC 0.3%
Value $1.324M Shares 14,400 Est. Cost $98.28 Unrealized
VDE VANGUARD ENERGY ETF 0.2%
Value $1.287M Shares 16,696 Est. Cost $77.08 Unrealized
C CITIGROUP INC 0.2%
Value $1.287M Shares 24,730 Est. Cost $52.42 Unrealized -5.8%
OKE ONEOK INC 0.2%
Value $1.285M Shares 23,814 Est. Cost $32.49 Unrealized +21.0%
BIIB BIOGEN INC 0.2%
Value $1.278M Shares 4,246 Est. Cost $213.68 Unrealized +49.3%
KMI KINDER MORGAN INC 0.2%
Value $1.237M Shares 80,404 Est. Cost $15.22 Unrealized -26.4%
GENERAL ELECTRIC CO 0.2%
Value $1.221M Shares 161,244 Est. Cost $23.80 Unrealized
KHC THE KRAFT HEINZ COMPANY 0.2%
Value $1.217M Shares 28,275 Est. Cost $41.45 Unrealized -11.6%
INTERACTIVE CORP. 0.2%
Value $1.205M Shares 6,584 Est. Cost $63.25 Unrealized
FANG DIAMONDBACK ENERGY INC 0.2%
Value $1.2M Shares 12,950 Est. Cost $78.00 Unrealized +11.1%
CENTURYLINK INC 0.2%
Value $1.193M Shares 78,778 Est. Cost $20.95 Unrealized
BP BP PLC SPONS ADR 0.2%
Value $1.19M Shares 31,387 Est. Cost $41.25 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value $1.159M Shares 4,636 Est. Cost $242.69 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.2%
Value $1.153M Shares 22,900 Est. Cost $50.50 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.2%
Value $1.148M Shares 47,323 Est. Cost $24.38 Unrealized +3.9%
JEF JEFFERIES FINANCIAL GROUP 0.2%
Value $1.135M Shares 65,400 Est. Cost $16.63 Unrealized -11.6%
ENB ENBRIDGE INC 0.2%
Value $1.13M Shares 36,373 Est. Cost $20.25 Unrealized 0.0%
WMT WAL-MART STORES 0.2%
Value $1.128M Shares 12,111 Est. Cost $25.96 Unrealized +10.8%
AQUAVENTURE HOLDINGS LTD 0.2%
Value $1.126M Shares 59,600 Est. Cost $16.40 Unrealized
JBLU JETBLUE AIRWAYS CORP 0.2%
Value $1.124M Shares 70,010 Est. Cost $20.08 Unrealized -13.2%
PYPL PAYPAL HOLDINGS INC 0.2%
Value $1.093M Shares 13,000 Est. Cost $57.31 Unrealized +45.0%
FBIN FORTUNE BRANDS HOME & SECURITY 0.2%
Value $1.083M Shares 28,500 Est. Cost $39.31 Unrealized -13.9%
BAX BAXTER INTERNATIONAL INC 0.2%
Value $1.07M Shares 16,250 Est. Cost $34.88 Unrealized +69.0%
INTREXON CORP 0.2%
Value $1.039M Shares 158,800 Est. Cost $15.33 Unrealized
ZTS ZOETIS INC 0.2%
Value $1.027M Shares 12,005 Est. Cost $58.00 Unrealized +46.6%
ROK ROCKWELL AUTOMATION INC 0.2%
Value $1.025M Shares 6,812 Est. Cost $92.94 Unrealized +57.5%
RITM NEW RESIDENTIAL INVESTMENT COR 0.2%
Value $1.015M Shares 71,420 Est. Cost $16.42 Unrealized
DVY ISHARES TRUST DOW JONES SELECT 0.2%
Value $1.01M Shares 11,312 Est. Cost $68.02 Unrealized
TXN TEXAS INSTRUMENTS 0.2%
Value $993K Shares 10,510 Est. Cost $30.68 Unrealized +157.8%
MRK MERCK & CO 0.2%
Value $992K Shares 12,989 Est. Cost $40.50 Unrealized +39.5%
ROYAL DUTCH SHELL PLC ADR B 0.2%
Value $991K Shares 16,536 Est. Cost $60.85 Unrealized
PPC PILGRIMS PRIDE CORP 0.2%
Value $939K Shares 60,550 Est. Cost $20.92 Unrealized -14.4%
MACQUARIE INFRASTRUCTURE CORP 0.2%
Value $909K Shares 24,860 Est. Cost $54.74 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value $897K Shares 5,161 Est. Cost $18.97 Unrealized +93.2%
GLW CORNING INC 0.2%
Value $894K Shares 29,600 Est. Cost $15.93 Unrealized +64.3%
YUM YUM BRANDS 0.2%
Value $882K Shares 9,600 Est. Cost $47.81 Unrealized +64.0%
ROST ROSS STORES 0.2%
Value $878K Shares 10,550 Est. Cost $81.61 Unrealized +3.3%
INTC INTEL CORP 0.2%
Value $859K Shares 18,310 Est. Cost $21.62 Unrealized +85.9%
SYY SYSCO CORP 0.2%
Value $846K Shares 13,500 Est. Cost $26.59 Unrealized +109.6%
NKE NIKE 0.2%
Value $831K Shares 11,209 Est. Cost $69.66 Unrealized -2.2%
WPX ENERGY INC 0.2%
Value $828K Shares 72,972 Est. Cost $9.71 Unrealized
CB CHUBB CORP. 0.2%
Value $828K Shares 6,412 Est. Cost $104.53 Unrealized +9.5%
SUN SUNOCO 0.2%
Value $818K Shares 30,100 Est. Cost $25.75 Unrealized
FRCB FIRST REPUBLIC BANK SAN FRANCI 0.2%
Value $817K Shares 9,400 Est. Cost $90.40 Unrealized -1.9%
MO ALTRIA GROUP INC 0.2%
Value $807K Shares 16,331 Est. Cost $33.39 Unrealized -0.8%
SPROTT INC 0.2%
Value $805K Shares 428,200 Est. Cost $2.13 Unrealized
ATLAS AIR WORLDWIDE HLDGS 0.2%
Value $802K Shares 19,009 Est. Cost $57.15 Unrealized
EMR EMERSON ELECTRIC COMPANY 0.1%
Value $774K Shares 12,950 Est. Cost $40.13 Unrealized +42.0%
DE DEERE & CO. 0.1%
Value $747K Shares 5,010 Est. Cost $70.22 Unrealized +87.7%
LKQ LKQ CORP 0.1%
Value $743K Shares 31,324 Est. Cost $24.14 Unrealized +1.1%
AMCX AMC NETWORKS INC (A) 0.1%
Value $735K Shares 13,400 Est. Cost $52.61 Unrealized +11.2%
SU SUNCOR ENERGY INC NEW 0.1%
Value $732K Shares 26,187 Est. Cost $25.93 Unrealized -3.3%
LOW LOWES COMPANIES 0.1%
Value $730K Shares 7,900 Est. Cost $76.84 Unrealized +10.1%
SHOP SHOPIFY INC 0.1%
Value $720K Shares 5,200 Est. Cost $12.82 Unrealized +9.8%
MCD MCDONALDS CORP 0.1%
Value $713K Shares 4,016 Est. Cost $94.64 Unrealized +58.6%
NSRGY NESTLE SA SPON ADR REPSTG REG 0.1%
Value $709K Shares 8,755 Est. Cost $72.81 Unrealized
HARRIS CORP 0.1%
Value $697K Shares 5,175 Est. Cost $80.23 Unrealized
PIONEER NATURAL RESOURCES 0.1%
Value $690K Shares 5,245 Est. Cost $183.84 Unrealized
KN KNOWLES CORP 0.1%
Value $689K Shares 51,783 Est. Cost $14.28 Unrealized +2.6%
MAIN MAIN STREET CAPITAL CORP 0.1%
Value $686K Shares 20,300 Est. Cost $34.87 Unrealized +6.7%
HII HUNTINGTON INGALLS INDUSTRIES 0.1%
Value $684K Shares 3,595 Est. Cost $122.77 Unrealized +51.7%
FDX FEDEX CORP 0.1%
Value $674K Shares 4,175 Est. Cost $179.90 Unrealized +3.3%
WEC WEC ENERGY GROUP INC 0.1%
Value $673K Shares 9,712 Est. Cost $36.12 Unrealized +55.0%
XLF SECTOR SPDR FINANCIAL 0.1%
Value $672K Shares 28,211 Est. Cost $24.95 Unrealized
BGS B&G FOODS INC 0.1%
Value $665K Shares 22,995 Est. Cost $16.13 Unrealized -6.5%
WY WEYERHAEUSER CO 0.1%
Value $657K Shares 30,063 Est. Cost $19.76 Unrealized +1.8%
COVANTA HOLDING CORPORATION 0.1%
Value $653K Shares 48,665 Est. Cost $19.11 Unrealized
VGK VANGUARD FTSE ETF 0.1%
Value $622K Shares 12,783 Est. Cost $58.20 Unrealized
TWITTER INC 0.1%
Value $612K Shares 21,300 Est. Cost $22.53 Unrealized
SVB FINANCIAL GROUP 0.1%
Value $612K Shares 3,220 Est. Cost $242.50 Unrealized
BRK/A BERKSHIRE HATHAWAY 'A' 0.1%
Value $612K Shares 2 Est. Cost $165023.42 Unrealized +89.7%
MET METLIFE INC 0.1%
Value $611K Shares 14,876 Est. Cost $34.03 Unrealized -1.1%
CODI COMPASS DIVERSIFIED HOLDINGS 0.1%
Value $610K Shares 48,960 Est. Cost $10.56 Unrealized -3.8%
RRC RANGE RESOURCES CORP. 0.1%
Value $603K Shares 63,017 Est. Cost $16.85 Unrealized -9.8%
EFX EQUIFAX INC 0.1%
Value $602K Shares 6,463 Est. Cost $65.15 Unrealized +53.8%
VOD VODAFONE GROUP PLC 0.1%
Value $599K Shares 31,089 Est. Cost $28.18 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value $594K Shares 4,900 Est. Cost $121.00 Unrealized
LYB LYONDELLBASELL INDUSTRIES 0.1%
Value $591K Shares 7,112 Est. Cost $48.38 Unrealized +19.8%
FNF FNF GROUP 0.1%
Value $571K Shares 18,150 Est. Cost $17.44 Unrealized +35.7%
WHR WHIRLPOOL CORP 0.1%
Value $562K Shares 5,260 Est. Cost $146.03 Unrealized -22.3%
VSAT VIASAT INC 0.1%
Value $554K Shares 9,400 Est. Cost $65.68 Unrealized -1.2%
ALB ALBEMARLE CORP 0.1%
Value $546K Shares 7,085 Est. Cost $64.70 Unrealized +32.0%
FINISAR CORP 0.1%
Value $545K Shares 25,250 Est. Cost $21.46 Unrealized
CAT CATERPILLAR 0.1%
Value $540K Shares 4,250 Est. Cost $78.99 Unrealized +41.2%
PLD PROLOGIS INC 0.1%
Value $526K Shares 8,950 Est. Cost $50.41 Unrealized +5.4%
L LOEWS CORP 0.1%
Value $515K Shares 11,310 Est. Cost $42.08 Unrealized +8.6%
GBDC GOLUB CAPITAL BDC INC 0.1%
Value $509K Shares 30,890 Est. Cost $5.70 Unrealized +57.7%
TRV THE TRAVELERS COMPANIES INC 0.1%
Value $499K Shares 4,164 Est. Cost $63.79 Unrealized +68.0%
WALGREEN BOOTS ALLIANCE INC 0.1%
Value $499K Shares 7,300 Est. Cost $78.75 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.1%
Value $484K Shares 10,280 Est. Cost $34.59 Unrealized +14.6%
H&E EQUIPMENT SERVICES INC 0.1%
Value $484K Shares 23,700 Est. Cost $21.97 Unrealized
XPO XPO LOGISTICS INC 0.1%
Value $482K Shares 8,450 Est. Cost $14.83 Unrealized +86.8%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.1%
Value $475K Shares 4,933 Est. Cost $21.33 Unrealized +348.9%
CE CELANESE CORP 0.1%
Value $472K Shares 5,250 Est. Cost $40.80 Unrealized +109.7%
PWR QUANTA SERVICES 0.1%
Value $464K Shares 15,400 Est. Cost $31.09 Unrealized +2.0%
OC OWENS CORNING INC. 0.1%
Value $451K Shares 10,250 Est. Cost $46.20 Unrealized +4.9%
SUN TRUST BANKS, INC. 0.1%
Value $449K Shares 8,900 Est. Cost $64.34 Unrealized
COST COSTCO WHOLESALE 0.1%
Value $438K Shares 2,150 Est. Cost $177.76 Unrealized +13.6%
DXJ WISDOMTREE JAPAN HEDGED EQUITY 0.1%
Value $437K Shares 9,425 Est. Cost $50.07 Unrealized
IP INTERNATIONAL PAPER 0.1%
Value $428K Shares 10,600 Est. Cost $28.87 Unrealized +5.5%
CLX CLOROX CO 0.1%
Value $427K Shares 2,770 Est. Cost $98.68 Unrealized +28.2%
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value $424K Shares 9,064 Est. Cost $58.70 Unrealized
GVA GRANITE CONSTRUCTION CO. 0.1%
Value $421K Shares 10,450 Est. Cost $40.96 Unrealized +11.5%
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value $418K Shares 5,599 Est. Cost $33.18 Unrealized +76.0%
ETRADE FINANCIAL CORP 0.1%
Value $417K Shares 9,500 Est. Cost $49.58 Unrealized
F FORD MOTOR COMPANY NEW 0.1%
Value $411K Shares 53,720 Est. Cost $7.90 Unrealized -21.4%
PSX PHILLIPS 66 0.1%
Value $409K Shares 4,743 Est. Cost $49.50 Unrealized +48.0%
IGHG PROSHARES INVEST GRADE-INTERES 0.1%
Value $409K Shares 5,750 Est. Cost $76.17 Unrealized
RVTY PERKINELMER INC 0.1%
Value $408K Shares 5,200 Est. Cost $31.21 Unrealized +165.9%
EWJ ISHARES MSCI JAPAN INC 0.1%
Value $400K Shares 7,900 Est. Cost $60.12 Unrealized
WELL WELLTOWER INC 0.1%
Value $396K Shares 5,700 Est. Cost $48.83 Unrealized +10.8%
INGR INGREDION INC 0.1%
Value $395K Shares 4,326 Est. Cost $67.46 Unrealized +48.4%
SHM SPDR NUVEEN BARCLAYS SH TR MUN 0.1%
Value $384K Shares 8,000 Est. Cost $48.00 Unrealized
FLR FLUOR CORP NEW 0.1%
Value $383K Shares 11,900 Est. Cost $52.88 Unrealized -22.0%
AMT AMERICAN TOWER REIT 0.1%
Value $372K Shares 2,350 Est. Cost $115.75 Unrealized +11.9%
IDA IDACORP 0.1%
Value $372K Shares 4,000 Est. Cost $51.10 Unrealized +91.1%
MDT MEDTRONIC PLC 0.1%
Value $365K Shares 4,010 Est. Cost $62.05 Unrealized +24.3%
CELGENE CORP 0.1%
Value $365K Shares 5,700 Est. Cost $116.09 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.1%
Value $352K Shares 3,372 Est. Cost $129.18 Unrealized -14.9%
D DOMINION RES INC VA NEW 0.1%
Value $346K Shares 4,840 Est. Cost $34.53 Unrealized +54.2%
ITW ILLINOIS TOOL WORKS 0.1%
Value $342K Shares 2,700 Est. Cost $50.56 Unrealized +118.6%
BLACKROCK INC 0.1%
Value $334K Shares 850 Est. Cost $475.71 Unrealized
IQV IQVIA HOLDINGS INC 0.1%
Value $329K Shares 2,831 Est. Cost $101.80 Unrealized +19.0%
APOG APOGEE ENTERPRISES INC 0.1%
Value $326K Shares 10,929 Est. Cost $39.72 Unrealized -23.3%
POLYONE CORP 0.1%
Value $324K Shares 11,346 Est. Cost $34.11 Unrealized
HANESBRANDS INC 0.1%
Value $319K Shares 25,439 Est. Cost $33.55 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value $316K Shares 2,770 Est. Cost $65.69 Unrealized +31.5%
AVGO BROADCOM LIMITED 0.1%
Value $316K Shares 1,241 Est. Cost $19.38 Unrealized 0.0%
CHIMERA INVT CORP NEW 0.1%
Value $310K Shares 17,400 Est. Cost $18.76 Unrealized
CDW CDW CORPORATION 0.1%
Value $310K Shares 3,825 Est. Cost $54.47 Unrealized +45.1%
CCI CROWN CASTLE INTERNATIONAL COR 0.1%
Value $309K Shares 2,842 Est. Cost $61.04 Unrealized +32.7%
YUMC YUM CHINA HOLDINGS INC 0.1%
Value $305K Shares 9,100 Est. Cost $26.68 Unrealized +28.6%
ORCL ORACLE SYSTEMS 0.1%
Value $302K Shares 6,695 Est. Cost $43.49 Unrealized -0.8%
BB&T CORP. 0.1%
Value $302K Shares 6,970 Est. Cost $39.16 Unrealized
TABLEAU SOFTWARE INC 0.1%
Value $300K Shares 2,500 Est. Cost $75.00 Unrealized
BURL BURLINGTON STORES INC. 0.1%
Value $293K Shares 1,800 Est. Cost $159.88 Unrealized +1.0%
VOX VANGUARD COMMUNICATION SVCS ET 0.1%
Value $291K Shares 3,931 Est. Cost $74.03 Unrealized
SYK STRYKER CORP 0.1%
Value $290K Shares 1,850 Est. Cost $65.61 Unrealized +135.9%
AIT APPLIED INDL TECH INC 0.1%
Value $286K Shares 5,300 Est. Cost $64.26 Unrealized -7.8%
UNILEVER PLC SPONS ADR 0.1%
Value $282K Shares 5,400 Est. Cost $54.45 Unrealized
CFG CITIZENS FINANCIAL GROUP INC 0.1%
Value $282K Shares 9,475 Est. Cost $25.78 Unrealized -0.3%
KLX ENERGY SERVICES HOLDINGS I 0.1%
Value $281K Shares 12,000 Est. Cost $23.42 Unrealized
TATE & LYLE PLC SPONSORED ADR 0.1%
Value $281K Shares 8,101 Est. Cost $50.05 Unrealized
STWD STARWOOD PROPERTY TRUST INC 0.1%
Value $275K Shares 13,966 Est. Cost $21.05 Unrealized
AQUA AMERICA INC 0.1%
Value $271K Shares 7,916 Est. Cost $29.98 Unrealized
HAS HASBRO INC 0.1%
Value $268K Shares 3,300 Est. Cost $71.59 Unrealized 0.0%
WM WASTE MGT. 0.1%
Value $266K Shares 2,993 Est. Cost $36.61 Unrealized +117.6%
TGT TARGET CORP 0.0%
Value $264K Shares 4,000 Est. Cost $63.29 Unrealized 0.0%
ED CONSOLIDATED EDISON 0.0%
Value $263K Shares 3,440 Est. Cost $37.46 Unrealized +61.4%
UPS UNITED PARCEL SERVICE 0.0%
Value $250K Shares 2,562 Est. Cost $73.37 Unrealized +11.9%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.0%
Value $247K Shares 3,978 Est. Cost $51.17 Unrealized
AWK AMERICAN WTR WKS 0.0%
Value $245K Shares 2,700 Est. Cost $71.59 Unrealized +11.6%
SJM J M SMUCKER 0.0%
Value $244K Shares 2,608 Est. Cost $74.66 Unrealized +11.0%
IWM ISHARES RUSSELL 2000 INDEX 0.0%
Value $242K Shares 1,809 Est. Cost $136.19 Unrealized
THOMSON REUTERS CORP NEW 0.0%
Value $241K Shares 4,993 Est. Cost $48.27 Unrealized
SBUX STARBUCKS 0.0%
Value $241K Shares 3,740 Est. Cost $43.29 Unrealized +23.9%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value $239K Shares 1,826 Est. Cost $108.45 Unrealized +11.7%
RS RELIANCE STEEL AND ALUMINUM CO 0.0%
Value $238K Shares 3,350 Est. Cost $88.52 Unrealized -10.8%
XAR SPDR S&P AEROSPACE & DEFENSE E 0.0%
Value $235K Shares 2,980 Est. Cost $57.75 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value $227K Shares 10,763 Est. Cost $27.67 Unrealized
MU MICRON TECHNOLOGY 0.0%
Value $225K Shares 7,100 Est. Cost $50.13 Unrealized -26.2%
SAFEGUARD SCIENTIFIC INC 0.0%
Value $225K Shares 26,100 Est. Cost $15.13 Unrealized
AMAT APPLIED MATERIALS 0.0%
Value $223K Shares 6,808 Est. Cost $28.92 Unrealized +9.6%
PUREFUNDS ISE CYBER SECURITY E 0.0%
Value $222K Shares 6,600 Est. Cost $23.90 Unrealized
ALLY ALLY FINANCIAL INC 0.0%
Value $220K Shares 9,728 Est. Cost $16.67 Unrealized +19.9%
QCOM QUALCOMM INC 0.0%
Value $216K Shares 3,800 Est. Cost $46.91 Unrealized +8.4%
IWF ISHARES RUSSELL 1000 GROWTH IN 0.0%
Value $214K Shares 1,633 Est. Cost $120.69 Unrealized
ADI ANALOG DEVICES 0.0%
Value $206K Shares 2,400 Est. Cost $68.91 Unrealized +10.0%
XLV SECTOR SPDR HEALTHCARE 0.0%
Value $205K Shares 2,370 Est. Cost $95.36 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value $205K Shares 4,000 Est. Cost $60.82 Unrealized -9.9%
ORBOTECH LTD 0.0%
Value $204K Shares 3,600 Est. Cost $62.22 Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value $202K Shares 3,900 Est. Cost $5.34 Unrealized +132.2%
KKR KKR & CO INC 0.0%
Value $199K Shares 10,150 Est. Cost $24.47 Unrealized -13.9%
EQT CORPORATION 0.0%
Value $196K Shares 10,400 Est. Cost $79.37 Unrealized
ANNALY CAPITAL MANAGEMENT 0.0%
Value $135K Shares 13,726 Est. Cost $11.60 Unrealized
ASHFORD HOSPITALITY TRUST INC 0.0%
Value $126K Shares 31,550 Est. Cost $7.69 Unrealized
FITBIT INC 0.0%
Value $124K Shares 25,000 Est. Cost $5.42 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value $105K Shares 15,000 Est. Cost $22.39 Unrealized -67.9%
DAVIDE CAMPARI-MILANO SPA NEW 0.0%
Value $104K Shares 12,500 Est. Cost $6.98 Unrealized
CENX CENTURY ALUMINIUM COMPANY 0.0%
Value $79,000 Shares 10,800 Est. Cost $20.90 Unrealized -56.6%
SUPERIOR ENERGY SERVICES INC. 0.0%
Value $66,000 Shares 19,560 Est. Cost $11.07 Unrealized
ASSERTIO THERAPEUTICS INC 0.0%
Value $60,000 Shares 16,500 Est. Cost $5.88 Unrealized
MAIDEN HOLDINGS LTD. 0.0%
Value $41,000 Shares 25,000 Est. Cost $13.44 Unrealized
RITE AID CORP 0.0%
Value $20,000 Shares 28,010 Est. Cost $7.18 Unrealized
GNOLF GENOIL INC 0.0%
Value $2,000 Shares 54,000 Est. Cost $0.03 Unrealized +100.9%
STONE & WEBSTER INC ESCROW 0.0%
Value $0 Shares 95,000 Est. Cost Unrealized
SRCH SEARCHLIGHT MINERALS CORP 0.0%
Value $0 Shares 15,000 Est. Cost $0.39 Unrealized -97.2%
GULF UNITED ENERGY 0.0%
Value $0 Shares 20,000 Est. Cost Unrealized
CROWN LABORATORIES INC 0.0%
Value $0 Shares 25,000 Est. Cost Unrealized
CLCL CALCOL INC 0.0%
Value $0 Shares 20,000 Est. Cost $0.04 Unrealized -84.4%
DALECO RESOURCES CORP 0.0%
Value $0 Shares 25,000 Est. Cost $0.20 Unrealized