Wellington Shields Capital Management, LLC Diversified Active

CIK: 0001506071 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 11, 2020

Total Value ($000): $650,736 (100.0% shares, 0.0% debt)

Holdings (263)

FLO FLOWERS FOODS INC 22.0%
Value ($000) $143,198 Shares 6,586,838 Est. Cost $13.90 Unrealized +21.3%
MSFT MICROSOFT CORPORATION 3.5%
Value ($000) $22,695 Shares 143,915 Est. Cost $46.94 Unrealized +196.6%
AAPL APPLE INC 2.8%
Value ($000) $18,123 Shares 61,715 Est. Cost $23.58 Unrealized +163.1%
ILMN ILLUMINA INC 2.0%
Value ($000) $13,166 Shares 39,687 Est. Cost $223.66 Unrealized +35.5%
MA MASTERCARD INC 1.9%
Value ($000) $12,367 Shares 41,417 Est. Cost $87.51 Unrealized +211.5%
AMZN AMAZON.COM INC 1.7%
Value ($000) $11,021 Shares 5,964 Est. Cost $51.07 Unrealized +73.3%
EW EDWARDS LIFESCIENCES CORP. 1.6%
Value ($000) $10,518 Shares 45,085 Est. Cost $33.70 Unrealized +131.7%
JPM JP MORGAN CHASE & CO 1.6%
Value ($000) $10,517 Shares 75,448 Est. Cost $58.68 Unrealized +85.2%
GOOGL ALPHABET INC (A) 1.5%
Value ($000) $9,953 Shares 7,431 Est. Cost $36.82 Unrealized +73.9%
XOM EXXON MOBIL CORP 1.5%
Value ($000) $9,697 Shares 138,968 Est. Cost $53.51 Unrealized -2.7%
GOOG ALPHABET INC-CL C 1.3%
Value ($000) $8,707 Shares 6,512 Est. Cost $37.87 Unrealized +69.1%
MINT PIMCO ENHANCED S-T ETF 1.3%
Value ($000) $8,659 Shares 85,230 Est. Cost $101.68 Unrealized
BX BLACKSTONE GROUP INC. 1.3%
Value ($000) $8,588 Shares 153,527 Est. Cost $39.38 Unrealized +6.9%
T AT&T INC 1.3%
Value ($000) $8,152 Shares 208,590 Est. Cost $12.48 Unrealized +51.2%
CVS CVS HEALTH CORPORATION 1.2%
Value ($000) $7,808 Shares 105,099 Est. Cost $51.53 Unrealized +12.1%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $7,573 Shares 51,916 Est. Cost $82.54 Unrealized +38.2%
VZ VERIZON COMMUNICATIONS INC 1.1%
Value ($000) $7,352 Shares 119,743 Est. Cost $29.83 Unrealized +43.4%
LMT LOCKHEED MARTIN 1.1%
Value ($000) $7,245 Shares 18,606 Est. Cost $150.07 Unrealized +116.4%
DIS WALT DISNEY CO/THE 1.1%
Value ($000) $6,979 Shares 48,254 Est. Cost $93.29 Unrealized +45.5%
FIS FIDELITY NATIONAL INFORMATION 1.1%
Value ($000) $6,889 Shares 49,528 Est. Cost $117.29 Unrealized +1.1%
TMO THERMO FISHER SCIENTIFIC 0.9%
Value ($000) $6,083 Shares 18,725 Est. Cost $222.75 Unrealized +34.0%
BABA ALIBABA GROUP HOLDING LTD 0.9%
Value ($000) $5,782 Shares 27,261 Est. Cost $162.30 Unrealized
ZTS ZOETIS INC 0.9%
Value ($000) $5,573 Shares 42,105 Est. Cost $93.24 Unrealized +26.7%
NOC NORTHROP GRUMMAN CORP 0.9%
Value ($000) $5,541 Shares 16,110 Est. Cost $160.72 Unrealized +97.7%
META FACEBOOK INC 0.8%
Value ($000) $5,182 Shares 25,248 Est. Cost $92.98 Unrealized +106.9%
RAYTHEON CO 0.7%
Value ($000) $4,767 Shares 21,695 Est. Cost $142.43 Unrealized
AES AES CORP 0.7%
Value ($000) $4,654 Shares 233,850 Est. Cost $8.93 Unrealized +60.7%
ACN ACCENTURE LTD 0.7%
Value ($000) $4,646 Shares 22,062 Est. Cost $111.96 Unrealized +59.4%
CMCSA COMCAST CORP 0.7%
Value ($000) $4,596 Shares 102,198 Est. Cost $28.21 Unrealized +34.2%
CRM SALESFORCE.COM 0.7%
Value ($000) $4,446 Shares 27,338 Est. Cost $110.17 Unrealized +40.6%
PG PROCTER & GAMBLE COMPANY 0.7%
Value ($000) $4,405 Shares 35,270 Est. Cost $55.10 Unrealized +91.0%
BDX BECTON DICKINSON 0.7%
Value ($000) $4,279 Shares 15,735 Est. Cost $105.99 Unrealized +113.6%
GM GENERAL MOTORS CO 0.6%
Value ($000) $4,095 Shares 111,891 Est. Cost $31.08 Unrealized +10.6%
CASI PHARMACEUTICALS INC 0.6%
Value ($000) $4,065 Shares 1,315,577 Est. Cost $2.86 Unrealized
TGT TARGET CORP 0.6%
Value ($000) $4,064 Shares 31,700 Est. Cost $83.16 Unrealized +20.0%
CG CARLYLE GROUP INC 0.6%
Value ($000) $4,008 Shares 124,945 Est. Cost $23.03 Unrealized 0.0%
PFE PFIZER INC 0.6%
Value ($000) $3,866 Shares 98,681 Est. Cost $18.28 Unrealized +46.1%
WPC W.P. CAREY INC. 0.6%
Value ($000) $3,745 Shares 46,794 Est. Cost $67.52 Unrealized
BXMT BLACKSTONE MORTGAGE TRUST INC 0.6%
Value ($000) $3,725 Shares 100,087 Est. Cost $30.99 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.6%
Value ($000) $3,701 Shares 18,702 Est. Cost $179.82 Unrealized -1.2%
HAIN HAIN CELESTIAL GROUP 0.5%
Value ($000) $3,496 Shares 134,694 Est. Cost $23.89 Unrealized 0.0%
HON HONEYWELL INTERNATIONAL 0.5%
Value ($000) $3,364 Shares 19,006 Est. Cost $104.83 Unrealized +37.3%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $3,274 Shares 26,300 Est. Cost $72.96 Unrealized +50.9%
UEIC UNIVERSAL ELECTRONICS 0.5%
Value ($000) $3,240 Shares 62,001 Est. Cost $42.51 Unrealized +26.1%
UNITED TECH. 0.5%
Value ($000) $3,168 Shares 21,151 Est. Cost $108.02 Unrealized
UNP UNION PACIFIC 0.5%
Value ($000) $3,124 Shares 17,282 Est. Cost $80.24 Unrealized +86.1%
PSNL PERSONALIS, INC 0.5%
Value ($000) $3,015 Shares 276,582 Est. Cost $17.63 Unrealized -41.0%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $3,009 Shares 85,431 Est. Cost $22.69 Unrealized +22.5%
HD HOME DEPOT INC 0.5%
Value ($000) $2,999 Shares 13,735 Est. Cost $117.17 Unrealized +66.4%
MGM MGM RESORTS INTERNATIONAL 0.4%
Value ($000) $2,773 Shares 83,360 Est. Cost $25.69 Unrealized +17.2%
KO COCA COLA 0.4%
Value ($000) $2,747 Shares 49,626 Est. Cost $30.28 Unrealized +47.0%
V VISA INC 0.4%
Value ($000) $2,698 Shares 14,358 Est. Cost $100.61 Unrealized +71.5%
CVX CHEVRON CORPORATION 0.4%
Value ($000) $2,673 Shares 22,184 Est. Cost $75.34 Unrealized +19.0%
AMD ADVANCED MICRO DEVICES 0.4%
Value ($000) $2,605 Shares 56,800 Est. Cost $36.81 Unrealized 0.0%
SNA SNAP ON INC. 0.4%
Value ($000) $2,541 Shares 15,000 Est. Cost $66.38 Unrealized +109.0%
SHOP SHOPIFY INC 0.4%
Value ($000) $2,515 Shares 6,325 Est. Cost $16.91 Unrealized +100.0%
SCL STEPAN CO. 0.4%
Value ($000) $2,510 Shares 24,500 Est. Cost $56.48 Unrealized +72.5%
BA BOEING CO 0.4%
Value ($000) $2,498 Shares 7,669 Est. Cost $232.63 Unrealized +50.9%
BURL BURLINGTON STORES INC. 0.4%
Value ($000) $2,483 Shares 10,890 Est. Cost $161.00 Unrealized +29.8%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $2,451 Shares 28,218 Est. Cost $29.51 Unrealized +155.2%
ROYAL DUTCH SHELL PLC CL A 0.4%
Value ($000) $2,432 Shares 41,235 Est. Cost $60.81 Unrealized
QQQ INVESCO QQQ TR ETF 0.4%
Value ($000) $2,415 Shares 11,360 Est. Cost $168.95 Unrealized
NEW ORIENTAL EDUCATION 0.4%
Value ($000) $2,401 Shares 19,800 Est. Cost $111.28 Unrealized
CSX CSX CORP 0.4%
Value ($000) $2,355 Shares 32,550 Est. Cost $11.91 Unrealized +82.9%
LNG CHENIERE ENERGY INC 0.4%
Value ($000) $2,322 Shares 38,025 Est. Cost $65.78 Unrealized -6.4%
FBIN FORTUNE BRANDS HOME & SECURITY 0.4%
Value ($000) $2,308 Shares 35,325 Est. Cost $39.69 Unrealized +20.8%
BLACKROCK INC 0.4%
Value ($000) $2,285 Shares 4,545 Est. Cost $454.40 Unrealized
BRK/B BERKSHIRE HATHAWAY INC. CLASS 0.3%
Value ($000) $2,272 Shares 10,030 Est. Cost $182.86 Unrealized +18.8%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $2,268 Shares 35,340 Est. Cost $33.28 Unrealized +35.8%
CIEN CIENA CORPORATION 0.3%
Value ($000) $2,245 Shares 52,600 Est. Cost $30.31 Unrealized +25.7%
ABBV ABBVIE INC. 0.3%
Value ($000) $2,163 Shares 24,435 Est. Cost $40.06 Unrealized +61.3%
CSCO CISCO SYSTEMS 0.3%
Value ($000) $2,139 Shares 44,605 Est. Cost $30.90 Unrealized +24.8%
WMB WILLIAMS CO 0.3%
Value ($000) $2,095 Shares 88,320 Est. Cost $17.07 Unrealized -4.7%
PEP PEPSICO INC 0.3%
Value ($000) $2,035 Shares 14,890 Est. Cost $58.61 Unrealized +92.4%
ABBNY ABB LIMITED SPONS ADR 0.3%
Value ($000) $1,959 Shares 81,300 Est. Cost $22.63 Unrealized
KMI KINDER MORGAN INC 0.3%
Value ($000) $1,930 Shares 91,190 Est. Cost $14.72 Unrealized -4.6%
GD GENERAL DYNAMICS 0.3%
Value ($000) $1,929 Shares 10,936 Est. Cost $103.69 Unrealized +50.3%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,873 Shares 8,100 Est. Cost $23.03 Unrealized +64.2%
HXL HEXCEL CORPORATION 0.3%
Value ($000) $1,840 Shares 25,100 Est. Cost $81.69 Unrealized -6.0%
PSN PARSONS CORP 0.3%
Value ($000) $1,812 Shares 43,900 Est. Cost $37.33 Unrealized 0.0%
OKE ONEOK INC 0.3%
Value ($000) $1,802 Shares 23,814 Est. Cost $32.49 Unrealized +46.8%
FSLR FIRST SOLAR INC COM 0.3%
Value ($000) $1,802 Shares 32,200 Est. Cost $37.54 Unrealized +46.3%
MRK MERCK & CO 0.3%
Value ($000) $1,780 Shares 19,569 Est. Cost $48.22 Unrealized +40.1%
IBM INTERNATIONAL BUSINESS MACHINE 0.3%
Value ($000) $1,763 Shares 13,152 Est. Cost $112.60 Unrealized -11.3%
UNH UNITEDHEALTH GROUP 0.2%
Value ($000) $1,604 Shares 5,457 Est. Cost $135.80 Unrealized +74.2%
GENERAL ELECTRIC CO 0.2%
Value ($000) $1,496 Shares 134,074 Est. Cost $23.80 Unrealized
MMM 3M CO 0.2%
Value ($000) $1,487 Shares 8,430 Est. Cost $83.14 Unrealized +34.4%
TFC TRUIST FINANCIAL CORP 0.2%
Value ($000) $1,471 Shares 26,115 Est. Cost $40.89 Unrealized 0.0%
ATLAS AIR WORLDWIDE HLDGS 0.2%
Value ($000) $1,446 Shares 52,448 Est. Cost $37.18 Unrealized
ANSYS INC 0.2%
Value ($000) $1,441 Shares 5,600 Est. Cost $257.32 Unrealized
BAX BAXTER INTERNATIONAL INC 0.2%
Value ($000) $1,426 Shares 17,050 Est. Cost $38.38 Unrealized +91.2%
INTERACTIVE CORP. 0.2%
Value ($000) $1,425 Shares 5,720 Est. Cost $83.19 Unrealized
XLE SECTOR SPDR ENERGY 0.2%
Value ($000) $1,412 Shares 23,511 Est. Cost $61.91 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $1,393 Shares 34,663 Est. Cost $53.59 Unrealized -42.7%
JBLU JETBLUE AIRWAYS CORP 0.2%
Value ($000) $1,393 Shares 74,412 Est. Cost $19.57 Unrealized -5.0%
ADBE ADOBE SYSTEMS 0.2%
Value ($000) $1,383 Shares 4,194 Est. Cost $197.15 Unrealized +49.2%
CI CIGNA CORP 0.2%
Value ($000) $1,352 Shares 6,613 Est. Cost $143.34 Unrealized +17.0%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $1,348 Shares 10,510 Est. Cost $32.03 Unrealized +223.9%
STZ CONSTELLATION BRANDS 0.2%
Value ($000) $1,325 Shares 6,985 Est. Cost $171.06 Unrealized -0.2%
ENB ENBRIDGE INC 0.2%
Value ($000) $1,325 Shares 33,325 Est. Cost $20.25 Unrealized +22.7%
PM PHILIP MORRIS INTERNAT 0.2%
Value ($000) $1,306 Shares 15,349 Est. Cost $53.94 Unrealized +11.3%
WMT WAL-MART STORES 0.2%
Value ($000) $1,296 Shares 10,904 Est. Cost $25.96 Unrealized +40.1%
MGM GROWTH PROPERTIES LLC 0.2%
Value ($000) $1,281 Shares 41,350 Est. Cost $30.18 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE 0.2%
Value ($000) $1,278 Shares 15,775 Est. Cost $79.66 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,255 Shares 5,181 Est. Cost $18.97 Unrealized +164.4%
HII HUNTINGTON INGALLS INDUSTRIES 0.2%
Value ($000) $1,242 Shares 4,950 Est. Cost $148.52 Unrealized +38.9%
BIIB BIOGEN INC 0.2%
Value ($000) $1,196 Shares 4,031 Est. Cost $213.68 Unrealized +29.8%
CFG CITIZENS FINANCIAL GROUP INC 0.2%
Value ($000) $1,178 Shares 29,000 Est. Cost $26.28 Unrealized +8.4%
WY WEYERHAEUSER CO 0.2%
Value ($000) $1,166 Shares 38,613 Est. Cost $19.69 Unrealized +17.3%
MDLZ MONDELEZ INTERNATIONAL 0.2%
Value ($000) $1,149 Shares 20,860 Est. Cost $35.68 Unrealized +28.6%
SPROTT INC 0.2%
Value ($000) $1,146 Shares 496,200 Est. Cost $2.15 Unrealized
PPC PILGRIMS PRIDE CORP 0.2%
Value ($000) $1,129 Shares 34,510 Est. Cost $20.92 Unrealized +48.7%
CDW CDW CORPORATION 0.2%
Value ($000) $1,107 Shares 7,750 Est. Cost $68.51 Unrealized +79.3%
VSAT VIASAT INC 0.2%
Value ($000) $1,106 Shares 15,108 Est. Cost $67.75 Unrealized +5.6%
NKE NIKE 0.2%
Value ($000) $1,095 Shares 10,812 Est. Cost $69.66 Unrealized +24.6%
CODI COMPASS DIVERSIFIED HOLDINGS 0.2%
Value ($000) $1,067 Shares 42,920 Est. Cost $10.56 Unrealized +50.0%
RITM NEW RESIDENTIAL INVESTMENT COR 0.2%
Value ($000) $1,042 Shares 64,650 Est. Cost $16.38 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.2%
Value ($000) $1,031 Shares 34,650 Est. Cost $22.87 Unrealized +11.5%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $1,026 Shares 5,060 Est. Cost $92.94 Unrealized +79.1%
INTC INTEL CORP 0.2%
Value ($000) $1,024 Shares 17,110 Est. Cost $21.96 Unrealized +124.3%
LLY LILLY ELI & CO 0.2%
Value ($000) $1,015 Shares 7,721 Est. Cost $70.00 Unrealized +53.6%
GDX VANECK VECTORS GOLD MINERS ETF 0.2%
Value ($000) $981 Shares 33,500 Est. Cost $24.79 Unrealized
SMG SCOTTS MIRACLE-GRO 0.1%
Value ($000) $972 Shares 9,150 Est. Cost $64.10 Unrealized +26.5%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $970 Shares 10,450 Est. Cost $78.27 Unrealized -17.2%
STWD STARWOOD PROPERTY TRUST INC 0.1%
Value ($000) $956 Shares 38,474 Est. Cost $23.13 Unrealized
SUN SUNOCO 0.1%
Value ($000) $946 Shares 30,918 Est. Cost $25.90 Unrealized
APOLLO GLOBAL MANAGEMENT INC 0.1%
Value ($000) $931 Shares 19,520 Est. Cost $37.84 Unrealized
EMR EMERSON ELECTRIC COMPANY 0.1%
Value ($000) $919 Shares 12,050 Est. Cost $40.70 Unrealized +54.4%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $919 Shares 8,500 Est. Cost $76.41 Unrealized +36.1%
YUM YUM BRANDS 0.1%
Value ($000) $917 Shares 9,100 Est. Cost $47.81 Unrealized +93.2%
EFX EQUIFAX INC 0.1%
Value ($000) $902 Shares 6,438 Est. Cost $65.15 Unrealized +102.8%
NSRGY NESTLE SA SPON ADR REPSTG REG 0.1%
Value ($000) $900 Shares 8,314 Est. Cost $72.81 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $893 Shares 11,180 Est. Cost $52.42 Unrealized +13.0%
SYY SYSCO CORP 0.1%
Value ($000) $890 Shares 10,400 Est. Cost $26.59 Unrealized +157.7%
BP BP PLC SPONS ADR 0.1%
Value ($000) $889 Shares 23,561 Est. Cost $41.25 Unrealized
DOW DOW INC 0.1%
Value ($000) $880 Shares 16,082 Est. Cost $35.26 Unrealized +4.1%
CB CHUBB CORP. 0.1%
Value ($000) $874 Shares 5,612 Est. Cost $104.53 Unrealized +32.4%
DE DEERE & CO. 0.1%
Value ($000) $868 Shares 5,010 Est. Cost $70.22 Unrealized +125.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $859 Shares 4,346 Est. Cost $105.02 Unrealized +63.7%
RPM RPM INTERNATIONAL INC. 0.1%
Value ($000) $857 Shares 11,170 Est. Cost $44.36 Unrealized +63.5%
XLF SECTOR SPDR FINANCIAL 0.1%
Value ($000) $844 Shares 27,414 Est. Cost $25.39 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $804 Shares 8,712 Est. Cost $36.12 Unrealized +107.2%
MCHP MICROCHIP TECH 0.1%
Value ($000) $803 Shares 7,671 Est. Cost $42.98 Unrealized 0.0%
ROST ROSS STORES 0.1%
Value ($000) $792 Shares 6,800 Est. Cost $81.61 Unrealized +29.8%
MAIN MAIN STREET CAPITAL CORP 0.1%
Value ($000) $761 Shares 17,650 Est. Cost $34.87 Unrealized +22.6%
PLD PROLOGIS INC 0.1%
Value ($000) $749 Shares 8,400 Est. Cost $50.41 Unrealized +48.2%
KN KNOWLES CORP 0.1%
Value ($000) $736 Shares 34,800 Est. Cost $14.28 Unrealized +50.5%
WDFC WD 40 CO. 0.1%
Value ($000) $696 Shares 3,585 Est. Cost $48.70 Unrealized +251.4%
SENSIENT TECHNOLOGIES CORP 0.1%
Value ($000) $694 Shares 10,500 Est. Cost $49.99 Unrealized
GLW CORNING INC 0.1%
Value ($000) $687 Shares 23,600 Est. Cost $16.46 Unrealized +48.4%
BRK/A BERKSHIRE HATHAWAY 'A' 0.1%
Value ($000) $679 Shares 2 Est. Cost $165023.42 Unrealized +97.4%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $669 Shares 2,078 Est. Cost $242.69 Unrealized
LKQ LKQ CORP 0.1%
Value ($000) $663 Shares 18,574 Est. Cost $24.14 Unrealized +26.3%
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $657 Shares 12,900 Est. Cost $50.50 Unrealized
CAT CATERPILLAR 0.1%
Value ($000) $657 Shares 4,450 Est. Cost $80.59 Unrealized +52.6%
JEF JEFFERIES FINANCIAL GROUP 0.1%
Value ($000) $652 Shares 30,500 Est. Cost $16.63 Unrealized -6.2%
LOW LOWES COMPANIES 0.1%
Value ($000) $635 Shares 5,300 Est. Cost $76.84 Unrealized +33.2%
KHC THE KRAFT HEINZ COMPANY 0.1%
Value ($000) $633 Shares 19,709 Est. Cost $41.45 Unrealized -45.4%
SSYS STRATASYS LTD 0.1%
Value ($000) $627 Shares 31,000 Est. Cost $23.77 Unrealized -16.2%
PWR QUANTA SERVICES 0.1%
Value ($000) $627 Shares 15,400 Est. Cost $31.09 Unrealized +29.3%
VOX VANGUARD COMMUNICATION SVCS ET 0.1%
Value ($000) $622 Shares 6,626 Est. Cost $80.92 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $608 Shares 5,360 Est. Cost $68.47 Unrealized +35.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $596 Shares 11,947 Est. Cost $33.07 Unrealized -12.9%
VGK VANGUARD FTSE ETF 0.1%
Value ($000) $586 Shares 10,007 Est. Cost $57.36 Unrealized
TRV THE TRAVELERS COMPANIES INC 0.1%
Value ($000) $570 Shares 4,164 Est. Cost $63.79 Unrealized +87.0%
H&E EQUIPMENT SERVICES INC 0.1%
Value ($000) $555 Shares 16,600 Est. Cost $21.97 Unrealized
VIACOM CBS INC 0.1%
Value ($000) $543 Shares 12,936 Est. Cost $41.98 Unrealized
GBDC GOLUB CAPITAL BDC INC 0.1%
Value ($000) $541 Shares 29,290 Est. Cost $5.70 Unrealized +69.1%
PSX PHILLIPS 66 0.1%
Value ($000) $535 Shares 4,800 Est. Cost $49.50 Unrealized +76.5%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.1%
Value ($000) $535 Shares 4,333 Est. Cost $44.89 Unrealized +145.2%
XPO XPO LOGISTICS INC 0.1%
Value ($000) $534 Shares 6,700 Est. Cost $14.83 Unrealized +85.3%
PIONEER NATURAL RESOURCES 0.1%
Value ($000) $530 Shares 3,500 Est. Cost $183.84 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $529 Shares 5,599 Est. Cost $33.18 Unrealized +123.7%
ALB ALBEMARLE CORP 0.1%
Value ($000) $511 Shares 7,000 Est. Cost $64.70 Unrealized -4.8%
AMT AMERICAN TOWER REIT 0.1%
Value ($000) $506 Shares 2,200 Est. Cost $115.75 Unrealized +58.8%
OC OWENS CORNING INC. 0.1%
Value ($000) $501 Shares 7,700 Est. Cost $46.20 Unrealized +38.6%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $464 Shares 3,375 Est. Cost $74.11 Unrealized +46.8%
COP CONOCOPHILLIPS 0.1%
Value ($000) $449 Shares 6,910 Est. Cost $43.76 Unrealized +7.8%
WALGREEN BOOTS ALLIANCE INC 0.1%
Value ($000) $448 Shares 7,600 Est. Cost $78.14 Unrealized
IGHG PROSHARES INVEST GRADE-INTERES 0.1%
Value ($000) $445 Shares 5,750 Est. Cost $76.17 Unrealized
DD DUPONT DE NEMOURS 0.1%
Value ($000) $444 Shares 6,914 Est. Cost $27.24 Unrealized -10.0%
CE CELANESE CORP 0.1%
Value ($000) $443 Shares 3,600 Est. Cost $40.80 Unrealized +169.1%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $443 Shares 3,100 Est. Cost $121.00 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.1%
Value ($000) $437 Shares 9,100 Est. Cost $26.68 Unrealized +66.6%
IQV IQVIA HOLDINGS INC 0.1%
Value ($000) $437 Shares 2,831 Est. Cost $101.80 Unrealized +43.4%
ETRADE FINANCIAL CORP 0.1%
Value ($000) $431 Shares 9,500 Est. Cost $49.58 Unrealized
XLV SECTOR SPDR HEALTHCARE 0.1%
Value ($000) $430 Shares 4,225 Est. Cost $93.67 Unrealized
IDA IDACORP 0.1%
Value ($000) $427 Shares 4,000 Est. Cost $51.10 Unrealized +109.1%
FNF FNF GROUP 0.1%
Value ($000) $426 Shares 9,400 Est. Cost $17.44 Unrealized +92.9%
CLX CLOROX CO 0.1%
Value ($000) $425 Shares 2,770 Est. Cost $98.68 Unrealized +26.2%
COVANTA HOLDING CORPORATION 0.1%
Value ($000) $417 Shares 28,100 Est. Cost $19.11 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $417 Shares 5,100 Est. Cost $48.83 Unrealized +45.7%
POLYONE CORP 0.1%
Value ($000) $417 Shares 11,346 Est. Cost $34.11 Unrealized
AMAT APPLIED MATERIALS 0.1%
Value ($000) $416 Shares 6,813 Est. Cost $32.47 Unrealized +63.2%
CCI CROWN CASTLE INTERNATIONAL COR 0.1%
Value ($000) $404 Shares 2,842 Est. Cost $61.04 Unrealized +70.7%
WAB WABTEC 0.1%
Value ($000) $393 Shares 5,051 Est. Cost $69.17 Unrealized +3.2%
SHM SPDR NUVEEN BARCLAYS SH TR MUN 0.1%
Value ($000) $393 Shares 8,000 Est. Cost $48.00 Unrealized
AVGO BROADCOM LIMITED 0.1%
Value ($000) $392 Shares 1,241 Est. Cost $19.38 Unrealized +33.6%
MACQUARIE INFRASTRUCTURE CORP 0.1%
Value ($000) $387 Shares 9,035 Est. Cost $50.54 Unrealized
INGR INGREDION INC 0.1%
Value ($000) $387 Shares 4,160 Est. Cost $67.46 Unrealized +24.6%
AQUA AMERICA INC 0.1%
Value ($000) $372 Shares 7,916 Est. Cost $29.98 Unrealized
IP INTERNATIONAL PAPER 0.1%
Value ($000) $366 Shares 7,950 Est. Cost $29.34 Unrealized +8.7%
MPT MEDICAL PROPERTIES TRUST INC 0.1%
Value ($000) $363 Shares 17,200 Est. Cost $21.10 Unrealized
THOMSON REUTERS CORP NEW 0.1%
Value ($000) $357 Shares 4,993 Est. Cost $48.27 Unrealized
FRCB FIRST REPUBLIC BANK SAN FRANCI 0.1%
Value ($000) $352 Shares 3,000 Est. Cost $90.40 Unrealized +17.0%
HAS HASBRO INC 0.1%
Value ($000) $349 Shares 3,300 Est. Cost $71.59 Unrealized +14.8%
PRA HEALTH SERVICES INC 0.1%
Value ($000) $345 Shares 3,100 Est. Cost $98.28 Unrealized
PUREFUNDS ISE CYBER SECURITY E 0.1%
Value ($000) $345 Shares 8,300 Est. Cost $28.16 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $344 Shares 2,275 Est. Cost $174.68 Unrealized -21.3%
STE STERIS CORP 0.1%
Value ($000) $343 Shares 2,250 Est. Cost $125.82 Unrealized +10.3%
WM WASTE MGT. 0.1%
Value ($000) $341 Shares 2,993 Est. Cost $36.61 Unrealized +178.9%
RVTY PERKINELMER INC 0.1%
Value ($000) $340 Shares 3,500 Est. Cost $31.21 Unrealized +182.0%
AWK AMERICAN WTR WKS 0.1%
Value ($000) $332 Shares 2,700 Est. Cost $71.59 Unrealized +50.9%
ICE INTERCONTINENTAL EXCHANGE, INC 0.1%
Value ($000) $331 Shares 3,575 Est. Cost $68.54 Unrealized +25.1%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $331 Shares 4,000 Est. Cost $34.53 Unrealized +80.7%
SBUX STARBUCKS 0.1%
Value ($000) $329 Shares 3,740 Est. Cost $43.29 Unrealized +72.0%
ROYAL DUTCH SHELL PLC ADR B 0.1%
Value ($000) $326 Shares 5,436 Est. Cost $60.85 Unrealized
CHIMERA INVT CORP NEW 0.0%
Value ($000) $324 Shares 15,750 Est. Cost $18.76 Unrealized
TATE & LYLE PLC SPONSORED ADR 0.0%
Value ($000) $322 Shares 8,101 Est. Cost $50.05 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $311 Shares 1,826 Est. Cost $108.45 Unrealized +33.8%
AMCOR PLC 0.0%
Value ($000) $306 Shares 28,200 Est. Cost $8.56 Unrealized -9.3%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.0%
Value ($000) $305 Shares 3,325 Est. Cost $54.01 Unrealized
WST WEST PHARMACEUTICALS SVCS INC 0.0%
Value ($000) $301 Shares 2,000 Est. Cost $102.01 Unrealized +40.5%
XLC COMMUNICATION SVCS SELECT SECT 0.0%
Value ($000) $298 Shares 5,562 Est. Cost $53.58 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH IN 0.0%
Value ($000) $287 Shares 1,633 Est. Cost $120.69 Unrealized
ADI ANALOG DEVICES 0.0%
Value ($000) $285 Shares 2,400 Est. Cost $68.91 Unrealized +46.3%
CSGP COSTAR GROUP INC. 0.0%
Value ($000) $284 Shares 475 Est. Cost $41.31 Unrealized +41.3%
EWJ ISHARES MSCI JAPAN INC 0.0%
Value ($000) $278 Shares 4,700 Est. Cost $60.12 Unrealized
ED CONSOLIDATED EDISON 0.0%
Value ($000) $271 Shares 3,000 Est. Cost $37.46 Unrealized +91.6%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $266 Shares 4,700 Est. Cost $53.72 Unrealized +3.8%
VALE VALE S.A. 0.0%
Value ($000) $264 Shares 20,000 Est. Cost $13.05 Unrealized
ETR ENTERGY CORP. NEW 0.0%
Value ($000) $264 Shares 2,200 Est. Cost $35.22 Unrealized +33.9%
ETN EATON CORP PLC 0.0%
Value ($000) $247 Shares 2,612 Est. Cost $66.48 Unrealized +19.9%
TWITTER INC 0.0%
Value ($000) $244 Shares 7,625 Est. Cost $22.53 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $241 Shares 1,150 Est. Cost $65.61 Unrealized +196.0%
AMGN AMGEN 0.0%
Value ($000) $241 Shares 1,000 Est. Cost $146.19 Unrealized +25.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $234 Shares 2,650 Est. Cost $46.91 Unrealized +55.3%
COUPA SOFTWARE INCORPORATED 0.0%
Value ($000) $234 Shares 1,600 Est. Cost $146.25 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $233 Shares 1,400 Est. Cost $129.18 Unrealized +7.9%
VEOEY VEOLIA ENVIRONMENT 0.0%
Value ($000) $231 Shares 8,700 Est. Cost $24.37 Unrealized
PPL PPL CORP 0.0%
Value ($000) $230 Shares 6,400 Est. Cost $23.10 Unrealized +12.2%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $229 Shares 1,275 Est. Cost $146.29 Unrealized 0.0%
XME SPDR METALS & MINING ETF 0.0%
Value ($000) $228 Shares 7,800 Est. Cost $29.23 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $226 Shares 4,500 Est. Cost $34.59 Unrealized +15.4%
ALLY ALLY FINANCIAL INC 0.0%
Value ($000) $223 Shares 7,300 Est. Cost $16.67 Unrealized +53.1%
FLR FLUOR CORP NEW 0.0%
Value ($000) $221 Shares 11,700 Est. Cost $52.88 Unrealized -66.1%
GIS GENERAL MILLS INC 0.0%
Value ($000) $214 Shares 4,000 Est. Cost $35.78 Unrealized +19.6%
ALC ALCON INC 0.0%
Value ($000) $211 Shares 3,730 Est. Cost $57.87 Unrealized -2.4%
PRI PRIMERICA INC 0.0%
Value ($000) $209 Shares 1,600 Est. Cost $120.70 Unrealized +7.0%
COST COSTCO WHOLESALE 0.0%
Value ($000) $209 Shares 710 Est. Cost $256.34 Unrealized +5.9%
ASML ASML HOLDINGS NV 0.0%
Value ($000) $207 Shares 700 Est. Cost $295.71 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $206 Shares 1,762 Est. Cost $73.37 Unrealized +26.5%
QRVO QORVO INC 0.0%
Value ($000) $203 Shares 1,750 Est. Cost $96.69 Unrealized 0.0%
RHHBY ROCHE 0.0%
Value ($000) $203 Shares 5,000 Est. Cost $40.60 Unrealized
WUXIF WUXI APPTEC CO 0.0%
Value ($000) $156 Shares 12,600 Est. Cost $10.95 Unrealized
F FORD MOTOR COMPANY NEW 0.0%
Value ($000) $130 Shares 14,020 Est. Cost $7.90 Unrealized -15.4%
ANNALY CAPITAL MANAGEMENT 0.0%
Value ($000) $121 Shares 12,875 Est. Cost $11.48 Unrealized
INTREXON CORP 0.0%
Value ($000) $110 Shares 20,000 Est. Cost $11.77 Unrealized
GNOLF GENOIL INC 0.0%
Value ($000) $1 Shares 54,000 Est. Cost $0.03 Unrealized -35.0%
CLCL CALCOL INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.04 Unrealized -94.3%
CROWN LABORATORIES INC 0.0%
Value ($000) $0 Shares 25,000 Est. Cost Unrealized
STONE & WEBSTER INC ESCROW 0.0%
Value ($000) $0 Shares 95,000 Est. Cost Unrealized
SRCH SEARCHLIGHT MINERALS CORP 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.39 Unrealized -92.7%