Thomasville National Bank Diversified Active

CIK: 0001561790 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 11, 2018

Total Value ($000): $580,565 (100.0% shares, 0.0% debt)

Holdings (193)

IVV ISHARES TR 7.1%
Value ($000) $41,301 Shares 151,259 Est. Cost $251.19 Unrealized
MSFT MICROSOFT CORP 3.7%
Value ($000) $21,737 Shares 220,431 Est. Cost $62.53 Unrealized +43.5%
AAPL APPLE, INC 3.4%
Value ($000) $20,015 Shares 108,129 Est. Cost $22.70 Unrealized +88.3%
AMZN AMAZON COM INC COM 3.2%
Value ($000) $18,528 Shares 10,900 Est. Cost $18.75 Unrealized +323.3%
BSV VANGUARD SHORT TERM BOND ETF 3.0%
Value ($000) $17,669 Shares 225,915 Est. Cost $79.67 Unrealized
DIS WALT DISNEY CO. 3.0%
Value ($000) $17,473 Shares 166,710 Est. Cost $100.60 Unrealized -3.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.9%
Value ($000) $16,740 Shares 89,687 Est. Cost $124.75 Unrealized +56.2%
FLO FLOWERS FOODS INC 2.8%
Value ($000) $16,537 Shares 793,919 Est. Cost $13.83 Unrealized +13.6%
ENB ENBRIDGE INC COM 2.5%
Value ($000) $14,498 Shares 406,211 Est. Cost $23.36 Unrealized -15.3%
GOOG ALPHABET INC CAP STK CL C 2.5%
Value ($000) $14,309 Shares 12,826 Est. Cost $35.66 Unrealized +50.4%
CVS CVS HEALTH CORPORATION 2.4%
Value ($000) $13,671 Shares 212,447 Est. Cost $57.20 Unrealized -9.6%
V VISA INC COM CL A 2.3%
Value ($000) $13,347 Shares 100,771 Est. Cost $81.88 Unrealized +49.1%
BKNG BOOKING HLDGS INC 2.1%
Value ($000) $12,438 Shares 6,136 Est. Cost $1933.58 Unrealized +7.2%
KO COCA COLA CO 2.1%
Value ($000) $12,420 Shares 283,180 Est. Cost $32.72 Unrealized +4.0%
WFC WELLS FARGO & CO NEW 2.1%
Value ($000) $12,362 Shares 222,968 Est. Cost $44.37 Unrealized -2.3%
IJR ISHARES S&P SMALLCAP 600 2.1%
Value ($000) $12,333 Shares 147,767 Est. Cost $77.71 Unrealized
SO SOUTHERN COMPANY 2.1%
Value ($000) $12,181 Shares 263,036 Est. Cost $32.85 Unrealized +0.0%
COF CAPITAL ONE FINL CORP COM 2.0%
Value ($000) $11,497 Shares 125,106 Est. Cost $68.07 Unrealized +21.9%
DUK DUKE ENERGY CORP NEW COM NEW 2.0%
Value ($000) $11,451 Shares 144,798 Est. Cost $55.72 Unrealized +1.3%
ROYAL DUTCH SHELL PLC SPON ADR B 1.9%
Value ($000) $10,807 Shares 148,765 Est. Cost $56.78 Unrealized
PG PROCTER & GAMBLE CO 1.9%
Value ($000) $10,802 Shares 138,374 Est. Cost $69.51 Unrealized -11.1%
AJG GALLAGHER ARTHUR J & CO 1.8%
Value ($000) $10,466 Shares 160,314 Est. Cost $48.29 Unrealized +26.3%
NVS NOVARTIS A G SPONSORED ADR 1.5%
Value ($000) $8,835 Shares 116,950 Est. Cost $75.96 Unrealized
GENERAL ELECTRIC CO 1.3%
Value ($000) $7,733 Shares 568,241 Est. Cost $20.90 Unrealized
VO VANGUARD MID-CAP ETF 1.3%
Value ($000) $7,282 Shares 46,192 Est. Cost $148.82 Unrealized
CCBG CAPITAL CITY BANK GROUP, INC 1.3%
Value ($000) $7,269 Shares 307,625 Est. Cost $19.59 Unrealized +2.2%
BIIB BIOGEN IDEC INC 1.1%
Value ($000) $6,486 Shares 22,346 Est. Cost $266.56 Unrealized +5.5%
WOOD LEASING, INC. 1.0%
Value ($000) $5,801 Shares 296 Est. Cost $13000.00 Unrealized
SCHW SCHWAB CHARLES CORP NEW 1.0%
Value ($000) $5,700 Shares 111,550 Est. Cost $36.82 Unrealized +35.4%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $5,425 Shares 65,577 Est. Cost $56.00 Unrealized +0.2%
EXPE EXPEDIA GROUP 0.9%
Value ($000) $5,262 Shares 43,779 Est. Cost $117.29 Unrealized -4.4%
CRM SALESFORCE COM INC COM 0.9%
Value ($000) $5,158 Shares 37,816 Est. Cost $126.05 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 0.8%
Value ($000) $4,566 Shares 90,762 Est. Cost $31.28 Unrealized +3.0%
DVY ISHARES DOW JONES SELECT DIVIDEND INDEX 0.7%
Value ($000) $4,069 Shares 41,634 Est. Cost $90.31 Unrealized
AMGN AMGEN INC 0.7%
Value ($000) $4,028 Shares 21,820 Est. Cost $114.01 Unrealized +23.0%
ABBV ABBVIE INC 0.7%
Value ($000) $4,019 Shares 43,381 Est. Cost $41.73 Unrealized +69.0%
EMR EMERSON ELECTRIC CO. 0.7%
Value ($000) $3,928 Shares 56,810 Est. Cost $41.73 Unrealized +40.6%
WMT WAL MART INC. 0.7%
Value ($000) $3,843 Shares 44,860 Est. Cost $20.05 Unrealized +25.9%
AFL AFLAC INC 0.6%
Value ($000) $3,712 Shares 86,282 Est. Cost $31.69 Unrealized +18.5%
MCD MCDONALDS CORP 0.6%
Value ($000) $3,644 Shares 23,254 Est. Cost $83.78 Unrealized +61.8%
FDX FEDEX CORP 0.6%
Value ($000) $3,511 Shares 15,464 Est. Cost $165.46 Unrealized +30.8%
STERICYCLE INC 0.6%
Value ($000) $3,449 Shares 52,825 Est. Cost $69.30 Unrealized
MRK MERCK & CO INC NEW 0.6%
Value ($000) $3,284 Shares 54,100 Est. Cost $36.35 Unrealized +22.5%
T AT&T INC 0.5%
Value ($000) $3,185 Shares 99,203 Est. Cost $13.91 Unrealized +4.4%
BA BOEING CO CAPITAL STOCK COMMON 0.5%
Value ($000) $3,153 Shares 9,397 Est. Cost $123.86 Unrealized +166.7%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $3,012 Shares 24,826 Est. Cost $72.06 Unrealized +39.8%
IVW ISHARES S&P 500 GROWTH INDEX 0.5%
Value ($000) $3,002 Shares 18,459 Est. Cost $105.99 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $2,812 Shares 25,826 Est. Cost $81.92 Unrealized -0.2%
PFE PFIZER INC 0.5%
Value ($000) $2,658 Shares 73,268 Est. Cost $21.78 Unrealized +11.6%
CELGENE CORP 0.4%
Value ($000) $2,461 Shares 30,992 Est. Cost $126.51 Unrealized
MMM 3M CO 0.4%
Value ($000) $2,403 Shares 12,216 Est. Cost $114.06 Unrealized +14.1%
AEP AMERICAN ELEC PWR INC 0.4%
Value ($000) $2,228 Shares 32,163 Est. Cost $33.86 Unrealized +52.0%
INTC INTEL CORP 0.4%
Value ($000) $2,209 Shares 44,425 Est. Cost $27.12 Unrealized +66.1%
CB CHUBB LIMITED COM 0.4%
Value ($000) $2,193 Shares 17,268 Est. Cost $115.07 Unrealized +1.2%
PM PHILIP MORRIS INTL INC COM 0.4%
Value ($000) $2,187 Shares 27,093 Est. Cost $65.38 Unrealized -13.4%
JPM JP MORGAN CHASE & CO 0.4%
Value ($000) $2,125 Shares 20,397 Est. Cost $70.07 Unrealized +27.0%
BAC BANK OF AMERICA CORPORATION 0.4%
Value ($000) $2,076 Shares 73,656 Est. Cost $14.12 Unrealized +76.1%
CVX CHEVRON CORP 0.3%
Value ($000) $1,959 Shares 15,495 Est. Cost $73.25 Unrealized +21.7%
EFA ISHARES MSCI EAFE INDEX 0.3%
Value ($000) $1,915 Shares 28,594 Est. Cost $62.73 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $1,914 Shares 31,381 Est. Cost $34.89 Unrealized +52.3%
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX 0.3%
Value ($000) $1,823 Shares 9,647 Est. Cost $153.49 Unrealized
VTR VENTAS INC COM 0.3%
Value ($000) $1,784 Shares 31,320 Est. Cost $42.21 Unrealized -10.1%
VCLT VANGUARD SCOTTSDALE FDS LG-TERM COR BD 0.3%
Value ($000) $1,700 Shares 19,418 Est. Cost $89.89 Unrealized
IYY ISHARES DJ US INDEX FUND 0.3%
Value ($000) $1,697 Shares 12,446 Est. Cost $88.93 Unrealized
VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 0.3%
Value ($000) $1,651 Shares 21,146 Est. Cost $79.47 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $1,641 Shares 59,322 Est. Cost $27.08 Unrealized
CME CME GROUP INC. 0.3%
Value ($000) $1,577 Shares 9,619 Est. Cost $63.75 Unrealized +95.7%
HD HOME DEPOT INC 0.3%
Value ($000) $1,551 Shares 7,949 Est. Cost $101.79 Unrealized +52.3%
GLAXOSMITHKLINE PLC ADR 0.3%
Value ($000) $1,527 Shares 37,895 Est. Cost $41.74 Unrealized
IWP ISHARE RUSSELL MIDCAP GROWTH 0.3%
Value ($000) $1,520 Shares 11,991 Est. Cost $87.12 Unrealized
TOTAL SYSTEMS SERVICES INC. 0.2%
Value ($000) $1,331 Shares 15,743 Est. Cost $86.27 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $1,320 Shares 12,427 Est. Cost $83.27 Unrealized +0.6%
SNY SANOFI SPONSORED ADR 0.2%
Value ($000) $1,311 Shares 32,779 Est. Cost $45.25 Unrealized
IWS ISHARES RUSSELL MIDCAP INDEX 0.2%
Value ($000) $1,309 Shares 14,798 Est. Cost $83.13 Unrealized
VGT VANGUARD WORLD FDS INF TECH ETF 0.2%
Value ($000) $1,295 Shares 7,139 Est. Cost $137.19 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.2%
Value ($000) $1,288 Shares 11,731 Est. Cost $106.80 Unrealized
IJS ISHARES S&P SMALLCAP 600 VALUE INDEX 0.2%
Value ($000) $1,251 Shares 7,665 Est. Cost $139.05 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $1,238 Shares 7,412 Est. Cost $25.15 Unrealized +32.8%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $1,228 Shares 21,629 Est. Cost $31.43 Unrealized +2.4%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $1,209 Shares 9,673 Est. Cost $114.17 Unrealized
RAYTHEON CO 0.2%
Value ($000) $1,206 Shares 6,241 Est. Cost $154.32 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $1,179 Shares 3,991 Est. Cost $151.95 Unrealized +72.8%
IJH ISHARES S&P MIDCAP 400 0.2%
Value ($000) $1,156 Shares 5,936 Est. Cost $157.82 Unrealized
LOW LOWES COMPANIES INC 0.2%
Value ($000) $1,152 Shares 12,057 Est. Cost $57.96 Unrealized +35.8%
IVE ISHARES S&P 500 VALUE 0.2%
Value ($000) $1,119 Shares 10,163 Est. Cost $79.65 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,114 Shares 15,996 Est. Cost $37.36 Unrealized +38.6%
SJM SMUCKER J M CO COM NEW 0.2%
Value ($000) $1,108 Shares 10,311 Est. Cost $88.15 Unrealized -0.4%
CRW FREIGHT MANAGEMENT SERVICES, INC. 0.2%
Value ($000) $1,062 Shares 184 Est. Cost $1201.09 Unrealized
SYNOVUS FINL CORP COM NEW 0.2%
Value ($000) $1,053 Shares 19,933 Est. Cost $48.00 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.2%
Value ($000) $978 Shares 14,128 Est. Cost $54.10 Unrealized
SHY ISHARES BARCLAYS 1-3 YR TREASURY BOND 0.2%
Value ($000) $978 Shares 11,726 Est. Cost $84.51 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $947 Shares 21,504 Est. Cost $38.26 Unrealized +7.6%
HON HONEYWELL INTERNATIONAL INC. 0.2%
Value ($000) $923 Shares 6,407 Est. Cost $85.30 Unrealized +33.1%
IWD ISHARES TR RUSSELL1000VAL 0.2%
Value ($000) $903 Shares 7,436 Est. Cost $99.39 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.2%
Value ($000) $894 Shares 8,866 Est. Cost $119.03 Unrealized
BB&T CORP 0.2%
Value ($000) $874 Shares 17,319 Est. Cost $38.04 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $871 Shares 15,743 Est. Cost $37.31 Unrealized +8.9%
D Dominion Energy, Inc. 0.1%
Value ($000) $841 Shares 12,341 Est. Cost $47.53 Unrealized -2.5%
XLV HEALTHCARE SELECT SECTR SPDR 0.1%
Value ($000) $824 Shares 9,870 Est. Cost $75.36 Unrealized
VOD VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 0.1%
Value ($000) $816 Shares 33,552 Est. Cost $26.83 Unrealized
VUG VANGUARD INDEX FDS GROWTH ETF 0.1%
Value ($000) $799 Shares 5,336 Est. Cost $124.06 Unrealized
VARIAN MED SYS INC COM 0.1%
Value ($000) $793 Shares 6,972 Est. Cost $91.29 Unrealized
DOWDUPONT INC 0.1%
Value ($000) $758 Shares 11,498 Est. Cost $69.23 Unrealized
CSCO CISCO SYSTEM, INC. 0.1%
Value ($000) $758 Shares 17,606 Est. Cost $23.33 Unrealized +48.9%
VTV VANGUARD INDEX FDS VALUE ETF 0.1%
Value ($000) $753 Shares 7,254 Est. Cost $96.96 Unrealized
CENTURYLINK INC COM 0.1%
Value ($000) $742 Shares 39,795 Est. Cost $18.65 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $741 Shares 5,280 Est. Cost $121.32 Unrealized
GIS GENERAL MILLS 0.1%
Value ($000) $687 Shares 15,518 Est. Cost $40.42 Unrealized -17.3%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $687 Shares 6,519 Est. Cost $82.64 Unrealized -3.9%
CL COLGATE PALMOLIVE CO COM W/RTS 10/24/98 0.1%
Value ($000) $676 Shares 10,442 Est. Cost $57.76 Unrealized -5.5%
XLI SELECT SECTOR INDUSTRIAL SPDR TR 0.1%
Value ($000) $655 Shares 9,145 Est. Cost $65.09 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $652 Shares 5,223 Est. Cost $109.68 Unrealized
IWM ISHARES RUSSELL 2000 INDEX 0.1%
Value ($000) $644 Shares 3,935 Est. Cost $139.01 Unrealized
AGG ISHARE LEHMAN AGGREGATE BOND 0.1%
Value ($000) $627 Shares 5,893 Est. Cost $108.52 Unrealized
IJJ ISHARES TR S&P MIDCP VALU 0.1%
Value ($000) $612 Shares 3,776 Est. Cost $121.52 Unrealized
UCB UNITED CMNTY BKS BLAIRSVLE GCOM 0.1%
Value ($000) $609 Shares 19,867 Est. Cost $28.01 Unrealized +16.2%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $602 Shares 3,990 Est. Cost $99.92 Unrealized +25.4%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $592 Shares 4,412 Est. Cost $84.38 Unrealized +27.7%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $591 Shares 9,412 Est. Cost $59.08 Unrealized -30.5%
TMO THERMO FISHER SCIENTIFIC INCCOM 0.1%
Value ($000) $588 Shares 2,837 Est. Cost $151.37 Unrealized +37.4%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $576 Shares 3,357 Est. Cost $171.58 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.1%
Value ($000) $576 Shares 2,309 Est. Cost $219.22 Unrealized
IWF ISHARES RUSSELL 100 GROWTH 0.1%
Value ($000) $567 Shares 3,946 Est. Cost $104.33 Unrealized
BRK/A BERKSHIRE HATHAWAY, INC. CLASS A 0.1%
Value ($000) $564 Shares 2 Est. Cost $173021.84 Unrealized +69.3%
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.1%
Value ($000) $562 Shares 5,140 Est. Cost $88.47 Unrealized
META FACEBOOK INC CL A 0.1%
Value ($000) $561 Shares 2,889 Est. Cost $141.90 Unrealized +26.5%
XLE SELECT SECTOR SPDR TR SBI INT-ENERGY 0.1%
Value ($000) $559 Shares 7,356 Est. Cost $69.84 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 0.1%
Value ($000) $558 Shares 2,057 Est. Cost $239.46 Unrealized
EEM ISHARE MSCI EMERGING MARKETS 0.1%
Value ($000) $547 Shares 12,614 Est. Cost $39.53 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $537 Shares 4,881 Est. Cost $80.65 Unrealized +10.9%
PRAXAIR INC COM 0.1%
Value ($000) $520 Shares 3,285 Est. Cost $120.50 Unrealized
ELV ANTHEM INC COM 0.1%
Value ($000) $517 Shares 2,170 Est. Cost $120.48 Unrealized +73.8%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $516 Shares 5,271 Est. Cost $73.09 Unrealized +21.2%
IYH ISHARES DOW JONES US HEALTHCARE 0.1%
Value ($000) $515 Shares 2,889 Est. Cost $158.75 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.1%
Value ($000) $491 Shares 9,530 Est. Cost $54.49 Unrealized
XLF CEF SELECT SECTOR SPDR FUND FINANCIAL 0.1%
Value ($000) $475 Shares 17,863 Est. Cost $23.84 Unrealized
SUNTRUST BANKS INC. 0.1%
Value ($000) $470 Shares 7,132 Est. Cost $56.22 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $462 Shares 6,177 Est. Cost $59.95 Unrealized +11.8%
CLX CLOROX CO 0.1%
Value ($000) $456 Shares 3,375 Est. Cost $87.95 Unrealized +12.4%
GREENFIELD BANKING CO. 0.1%
Value ($000) $454 Shares 5,200 Est. Cost $83.85 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $440 Shares 2,160 Est. Cost $115.86 Unrealized +59.5%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $434 Shares 5,340 Est. Cost $61.18 Unrealized +18.8%
CAT CATERPILLAR, INC. 0.1%
Value ($000) $424 Shares 3,125 Est. Cost $68.83 Unrealized +83.8%
DHR DANAHER CORP DEL COM 0.1%
Value ($000) $423 Shares 4,283 Est. Cost $71.72 Unrealized +19.9%
IBM INT'L BUSINESS MACHINES CORP 0.1%
Value ($000) $421 Shares 3,011 Est. Cost $108.16 Unrealized -7.6%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $416 Shares 4,855 Est. Cost $63.94 Unrealized +7.2%
CRW INC. 0.1%
Value ($000) $413 Shares 46 Est. Cost $4500.00 Unrealized
IWR ISHARES RUS MID-CAP ETF 0.1%
Value ($000) $411 Shares 1,938 Est. Cost $143.04 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.1%
Value ($000) $404 Shares 2,597 Est. Cost $138.52 Unrealized
WORKINGER FARMS PFD A 0.1%
Value ($000) $400 Shares 200 Est. Cost $2000.00 Unrealized
IGSB ISHARES BARCLAYS 1-3 YEAR CREDIT BD 0.1%
Value ($000) $393 Shares 3,789 Est. Cost $105.34 Unrealized
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $392 Shares 6,690 Est. Cost $41.97 Unrealized +5.1%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $390 Shares 1,631 Est. Cost $194.57 Unrealized +2.0%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $383 Shares 2,704 Est. Cost $89.00 Unrealized +32.3%
DE DEERE & CO 0.1%
Value ($000) $377 Shares 2,698 Est. Cost $93.76 Unrealized +40.1%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $371 Shares 3,034 Est. Cost $100.91 Unrealized +9.9%
LLY ELI LILLY & CO 0.1%
Value ($000) $362 Shares 4,237 Est. Cost $51.18 Unrealized +44.0%
PPL PPL CORP 0.1%
Value ($000) $360 Shares 12,620 Est. Cost $24.13 Unrealized -18.3%
UNH UNITED HEALTH GROUP INC 0.1%
Value ($000) $351 Shares 1,433 Est. Cost $155.77 Unrealized +36.2%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $342 Shares 3,042 Est. Cost $59.34 Unrealized +40.1%
IOO ISHARES S&P GLOBAL 100 INDEX 0.1%
Value ($000) $321 Shares 7,007 Est. Cost $62.92 Unrealized
RF REGIONS FINANCIAL CORP 0.1%
Value ($000) $315 Shares 17,726 Est. Cost $10.59 Unrealized +30.4%
THOMASVILLE BANCSHARES, INC.SER A PFD STOCK 0.1%
Value ($000) $311 Shares 7,600 Est. Cost $37.24 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $311 Shares 4,543 Est. Cost $46.69 Unrealized +10.4%
LQD ISHARE INV GRADE CORP BOND 0.1%
Value ($000) $308 Shares 2,690 Est. Cost $118.05 Unrealized
IYE ISHARES TR USENERGY 0.1%
Value ($000) $298 Shares 7,109 Est. Cost $35.17 Unrealized
BGC PARTNERS INC CL A 0.1%
Value ($000) $298 Shares 26,353 Est. Cost $5.89 Unrealized
EMN EASTMAN CHEM CO COM 0.1%
Value ($000) $297 Shares 2,974 Est. Cost $59.49 Unrealized +35.9%
ROST ROSS STORES INC. 0.1%
Value ($000) $297 Shares 3,499 Est. Cost $53.67 Unrealized +40.6%
TXN TEXAS INSTRUMENTS INC. 0.1%
Value ($000) $296 Shares 2,685 Est. Cost $68.27 Unrealized +27.8%
VEA VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF 0.1%
Value ($000) $294 Shares 6,856 Est. Cost $42.47 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $280 Shares 3,435 Est. Cost $50.47 Unrealized +49.3%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $277 Shares 5,322 Est. Cost $51.30 Unrealized
ADM ARCHER-DANIELS-MIDLAND CO. 0.0%
Value ($000) $267 Shares 5,817 Est. Cost $33.03 Unrealized +8.5%
EXPRESS SCRIPTS HLDG CO COM 0.0%
Value ($000) $262 Shares 3,394 Est. Cost $66.40 Unrealized
FAST FASTENAL CO. 0.0%
Value ($000) $253 Shares 5,250 Est. Cost $9.92 Unrealized +7.2%
CSX CSX CORP 0.0%
Value ($000) $252 Shares 3,949 Est. Cost $13.57 Unrealized +37.0%
MTB M & T BK CORP COM 0.0%
Value ($000) $252 Shares 1,483 Est. Cost $124.72 Unrealized +13.5%
WESTROCK CO COM 0.0%
Value ($000) $238 Shares 4,175 Est. Cost $51.98 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $233 Shares 2,134 Est. Cost $109.18 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $218 Shares 5,324 Est. Cost $35.68 Unrealized -6.5%
RHI ROBERT HALF INTL INC COM 0.0%
Value ($000) $209 Shares 3,203 Est. Cost $63.41 Unrealized 0.0%
IWV ISHARES RUSSELL 3000 INDEX 0.0%
Value ($000) $209 Shares 1,290 Est. Cost $158.14 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $208 Shares 1,562 Est. Cost $137.38 Unrealized +0.3%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $208 Shares 3,110 Est. Cost $55.08 Unrealized 0.0%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $206 Shares 3,682 Est. Cost $62.80 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $202 Shares 2,854 Est. Cost $58.74 Unrealized -10.2%
LAM RESEARCH CORP COM 0.0%
Value ($000) $201 Shares 1,161 Est. Cost $199.93 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $201 Shares 2,200 Est. Cost $26.73 Unrealized 0.0%
BANC3 HOLDINGS, INC 0.0%
Value ($000) $200 Shares 20,000 Est. Cost $10.00 Unrealized
VOX VANGUARD COMMUNICATION SERVICES 0.0%
Value ($000) $200 Shares 2,358 Est. Cost $84.82 Unrealized
NUVEEN QUALITY MUNCP INCOME FD 0.0%
Value ($000) $182 Shares 13,677 Est. Cost $13.67 Unrealized
ET ENERGY TRANSFER EQUITY L P COM UT LTD PTN 0.0%
Value ($000) $178 Shares 10,300 Est. Cost $14.37 Unrealized