Bollard Group LLC Diversified Active

CIK: 0001556218 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 9, 2018

Total Value ($000): $2,176,854 (100.0% shares, 0.0% debt)

Holdings (268)

BSX Boston Scientific Corp 50.3%
Value ($000) $1,095,826 Shares 33,511,504 Est. Cost $12.92 Unrealized +133.4%
CARG Cargurus Inc Cl A 3.4%
Value ($000) $73,796 Shares 2,124,234 Est. Cost $29.87 Unrealized +12.7%
AMZN Amazon.com Inc 2.7%
Value ($000) $59,119 Shares 34,780 Est. Cost $38.36 Unrealized +106.9%
Alibaba Group Holding Ltd Sp A 2.3%
Value ($000) $50,157 Shares 270,346 Est. Cost $142.23 Unrealized
BA Boeing Co 2.0%
Value ($000) $44,537 Shares 132,745 Est. Cost $109.38 Unrealized +202.0%
EPD Enterprise Products Partners L 1.9%
Value ($000) $41,239 Shares 1,490,389 Est. Cost $38.31 Unrealized
Magellan Midstream Partners LP 1.4%
Value ($000) $31,467 Shares 455,515 Est. Cost $64.63 Unrealized
Facebook Inc Cl A 1.4%
Value ($000) $30,759 Shares 158,291 Est. Cost $146.17 Unrealized
Nextera Energy Inc 1.4%
Value ($000) $29,813 Shares 178,487 Est. Cost $92.32 Unrealized
LLY Lilly Eli & Co 1.3%
Value ($000) $27,969 Shares 327,776 Est. Cost $45.41 Unrealized +62.3%
MSFT Microsoft Corp 1.2%
Value ($000) $26,104 Shares 264,717 Est. Cost $52.30 Unrealized +71.6%
Paypal Holdings Inc 1.2%
Value ($000) $26,034 Shares 312,645 Est. Cost $35.30 Unrealized
AEP American Electric Power Inc 1.1%
Value ($000) $24,310 Shares 351,041 Est. Cost $36.03 Unrealized +42.9%
Verizon Communications Inc 1.1%
Value ($000) $24,036 Shares 477,767 Est. Cost $49.40 Unrealized
IT Gartner Inc 1.0%
Value ($000) $21,381 Shares 160,882 Est. Cost $88.96 Unrealized +43.9%
Alphabet Inc Cap Stock Cl C 0.9%
Value ($000) $19,393 Shares 17,383 Est. Cost $858.10 Unrealized
AT&T Inc 0.9%
Value ($000) $18,887 Shares 588,198 Est. Cost $36.21 Unrealized
CAT Caterpillar Inc 0.8%
Value ($000) $18,444 Shares 135,945 Est. Cost $71.48 Unrealized +77.0%
Southern Copper Corp 0.7%
Value ($000) $16,285 Shares 347,458 Est. Cost $29.26 Unrealized
DE Deere & Co 0.6%
Value ($000) $13,096 Shares 93,674 Est. Cost $76.16 Unrealized +72.5%
Duke Energy Corp 0.6%
Value ($000) $12,900 Shares 163,127 Est. Cost $72.29 Unrealized
WY Weyerhaeuser Co 0.6%
Value ($000) $12,289 Shares 337,064 Est. Cost $19.15 Unrealized +41.4%
BP BP PLC Sp ADR 0.6%
Value ($000) $12,043 Shares 263,753 Est. Cost $41.00 Unrealized
PEG Public Service Enterprise Grou 0.5%
Value ($000) $11,610 Shares 214,452 Est. Cost $25.29 Unrealized +56.9%
BMY Bristol-Myers Squibb Co 0.5%
Value ($000) $11,119 Shares 200,914 Est. Cost $31.76 Unrealized +27.9%
Tabula Rasa Healthcare Inc 0.5%
Value ($000) $10,760 Shares 168,578 Est. Cost $55.67 Unrealized
PPL Corp 0.5%
Value ($000) $10,671 Shares 373,757 Est. Cost $31.75 Unrealized
OKE Oneok Inc 0.5%
Value ($000) $10,659 Shares 152,638 Est. Cost $30.61 Unrealized +30.0%
Altria Group Inc 0.5%
Value ($000) $9,824 Shares 172,996 Est. Cost $44.44 Unrealized
Enbridge Energy Management LLC 0.4%
Value ($000) $9,785 Shares 953,752 Est. Cost $12.01 Unrealized
SO Southern Co 0.4%
Value ($000) $9,376 Shares 202,468 Est. Cost $31.91 Unrealized +3.0%
USB US Bancorp Del 0.4%
Value ($000) $9,057 Shares 181,071 Est. Cost $26.43 Unrealized +41.0%
ABT Abbott Laboratories 0.4%
Value ($000) $8,088 Shares 132,618 Est. Cost $35.63 Unrealized +49.2%
CVX Chevron Corp 0.4%
Value ($000) $8,058 Shares 63,734 Est. Cost $70.95 Unrealized +25.6%
JPMorgan Chase & Co 0.3%
Value ($000) $7,484 Shares 71,819 Est. Cost $63.60 Unrealized
Royal Dutch Shell PLC Sp ADR A 0.3%
Value ($000) $7,018 Shares 101,370 Est. Cost $59.91 Unrealized
KKR & Co LP Del Units 0.3%
Value ($000) $6,920 Shares 278,476 Est. Cost $18.65 Unrealized
Dowdupont Inc 0.3%
Value ($000) $6,734 Shares 102,160 Est. Cost $68.87 Unrealized
Valero Energy Corp 0.3%
Value ($000) $6,692 Shares 60,378 Est. Cost $50.37 Unrealized
ConocoPhillips 0.3%
Value ($000) $6,573 Shares 94,407 Est. Cost $60.32 Unrealized
Holly Energy Partners LP 0.3%
Value ($000) $6,502 Shares 230,073 Est. Cost $36.30 Unrealized
Nutrien Ltd 0.3%
Value ($000) $6,331 Shares 116,423 Est. Cost $47.65 Unrealized
Merck & Co Inc 0.3%
Value ($000) $6,120 Shares 100,829 Est. Cost $50.85 Unrealized
Kinder Morgan Inc 0.3%
Value ($000) $5,775 Shares 326,800 Est. Cost $17.76 Unrealized
PM Philip Morris Intl Inc 0.3%
Value ($000) $5,735 Shares 71,033 Est. Cost $54.51 Unrealized +3.8%
EMR Emerson Electric Co 0.3%
Value ($000) $5,701 Shares 82,458 Est. Cost $47.67 Unrealized +23.0%
BCE Inc 0.3%
Value ($000) $5,636 Shares 139,199 Est. Cost $42.16 Unrealized
SWK Stanley Black & Decker Inc 0.3%
Value ($000) $5,555 Shares 41,827 Est. Cost $59.68 Unrealized +94.3%
HON Honeywell Intl Inc 0.3%
Value ($000) $5,549 Shares 38,518 Est. Cost $85.97 Unrealized +32.1%
MS Morgan Stanley 0.3%
Value ($000) $5,545 Shares 116,978 Est. Cost $26.15 Unrealized +58.5%
FTS Fortis Inc 0.2%
Value ($000) $5,113 Shares 160,369 Est. Cost $22.28 Unrealized +9.6%
Spectra Energy Partners LP 0.2%
Value ($000) $5,052 Shares 142,629 Est. Cost $44.60 Unrealized
Enbridge Inc 0.2%
Value ($000) $4,933 Shares 138,219 Est. Cost $39.07 Unrealized
TransCanada Corp 0.2%
Value ($000) $4,858 Shares 112,455 Est. Cost $41.36 Unrealized
BAC Bank America Corp 0.2%
Value ($000) $4,853 Shares 172,163 Est. Cost $13.90 Unrealized +78.8%
HAL Halliburton Co 0.2%
Value ($000) $4,828 Shares 107,140 Est. Cost $39.08 Unrealized +9.1%
AAPL Apple Inc 0.2%
Value ($000) $4,804 Shares 25,953 Est. Cost $20.02 Unrealized +113.6%
FE FirstEnergy Corp 0.2%
Value ($000) $4,510 Shares 125,582 Est. Cost $23.39 Unrealized +7.4%
PSX Phillips 66 0.2%
Value ($000) $4,492 Shares 39,999 Est. Cost $45.57 Unrealized +82.4%
Walgreens Boots Alliance Inc 0.2%
Value ($000) $4,488 Shares 74,778 Est. Cost $76.65 Unrealized
PAA Plains All American Pipeline L 0.2%
Value ($000) $4,397 Shares 185,999 Est. Cost $30.36 Unrealized
CLX Clorox Co 0.2%
Value ($000) $4,205 Shares 31,093 Est. Cost $71.83 Unrealized +37.7%
RYN Rayonier Inc 0.2%
Value ($000) $4,201 Shares 108,592 Est. Cost $48.06 Unrealized
Energy Transfer Partner LP PRT 0.2%
Value ($000) $4,127 Shares 216,734 Est. Cost $16.75 Unrealized
IAC/InterActiveCorp 0.2%
Value ($000) $3,906 Shares 25,614 Est. Cost $57.56 Unrealized
NVIDIA Corp 0.2%
Value ($000) $3,769 Shares 15,908 Est. Cost $231.57 Unrealized
CL Colgate Palmolive Co 0.2%
Value ($000) $3,760 Shares 58,020 Est. Cost $51.61 Unrealized +5.8%
PAYX Paychex Inc 0.2%
Value ($000) $3,646 Shares 53,337 Est. Cost $31.57 Unrealized +63.3%
AJG Gallagher Arthur J & Co 0.2%
Value ($000) $3,581 Shares 54,855 Est. Cost $41.11 Unrealized +48.3%
Livanova PLC 0.2%
Value ($000) $3,579 Shares 35,850 Est. Cost $49.94 Unrealized
KO Coca-Cola Co 0.2%
Value ($000) $3,506 Shares 79,928 Est. Cost $29.68 Unrealized +14.6%
FDVV Fidelity Core Div ETF 0.2%
Value ($000) $3,381 Shares 115,433 Est. Cost $26.83 Unrealized
Blueprint Medicines Corp 0.2%
Value ($000) $3,364 Shares 53,000 Est. Cost $83.85 Unrealized
Duke Realty Corp 0.2%
Value ($000) $3,284 Shares 113,119 Est. Cost $17.62 Unrealized
Goldman Sachs Group Inc 0.2%
Value ($000) $3,276 Shares 14,853 Est. Cost $168.44 Unrealized
Costco Wholesale Corp 0.1%
Value ($000) $3,259 Shares 15,594 Est. Cost $122.73 Unrealized
PEP PepsiCo Inc 0.1%
Value ($000) $3,109 Shares 28,553 Est. Cost $59.29 Unrealized +37.8%
Accenture PLC Ireland Class A 0.1%
Value ($000) $3,043 Shares 18,604 Est. Cost $81.99 Unrealized
CINF Cincinnati Financial Corp 0.1%
Value ($000) $3,039 Shares 45,453 Est. Cost $42.49 Unrealized +37.1%
BNS Bank N S Halifax 0.1%
Value ($000) $2,999 Shares 52,409 Est. Cost $33.61 Unrealized +19.8%
CAG Conagra Brands Inc 0.1%
Value ($000) $2,994 Shares 83,798 Est. Cost $18.22 Unrealized +51.9%
EWL iShares MSCI Switzerland ETF 0.1%
Value ($000) $2,966 Shares 91,030 Est. Cost $32.84 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $2,917 Shares 80,395 Est. Cost $17.38 Unrealized +39.9%
Welltower Inc 0.1%
Value ($000) $2,860 Shares 45,623 Est. Cost $68.05 Unrealized
KMB Kimberly Clark Corp 0.1%
Value ($000) $2,830 Shares 26,864 Est. Cost $76.60 Unrealized +3.7%
RCI Rogers Communications Inc Cl B 0.1%
Value ($000) $2,792 Shares 58,822 Est. Cost $40.29 Unrealized +16.6%
Johnson Controls Intl PLC 0.1%
Value ($000) $2,772 Shares 82,873 Est. Cost $41.68 Unrealized
PG Procter And Gamble Co 0.1%
Value ($000) $2,647 Shares 33,916 Est. Cost $61.75 Unrealized +0.1%
UNP Union Pacific Corp 0.1%
Value ($000) $2,576 Shares 18,182 Est. Cost $67.73 Unrealized +73.8%
Westpac Banking Corp Sp ADR 0.1%
Value ($000) $2,514 Shares 115,945 Est. Cost $26.17 Unrealized
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $2,509 Shares 29,295 Est. Cost $21.60 Unrealized +16.9%
United Technologies Corp 0.1%
Value ($000) $2,447 Shares 19,569 Est. Cost $101.69 Unrealized
Unilever PLC Sp ADR 0.1%
Value ($000) $2,433 Shares 44,006 Est. Cost $43.88 Unrealized
KEY KeyCorp 0.1%
Value ($000) $2,426 Shares 124,161 Est. Cost $7.50 Unrealized +86.4%
DIS Disney Walt Co Disney 0.1%
Value ($000) $2,338 Shares 22,306 Est. Cost $65.82 Unrealized +47.6%
Smith & Nephew PLC Sp ADR 0.1%
Value ($000) $2,253 Shares 60,025 Est. Cost $34.95 Unrealized
Exxon Mobil Corp 0.1%
Value ($000) $2,224 Shares 26,880 Est. Cost $87.90 Unrealized
GPC Genuine Parts Co 0.1%
Value ($000) $2,221 Shares 24,197 Est. Cost $63.47 Unrealized +15.2%
GlaxoSmithKline PLC Sp ADR 0.1%
Value ($000) $2,137 Shares 53,021 Est. Cost $39.07 Unrealized
NDAQ NASDAQ Inc 0.1%
Value ($000) $2,086 Shares 22,853 Est. Cost $10.56 Unrealized +153.2%
CRH PLC ADR 0.1%
Value ($000) $2,077 Shares 58,765 Est. Cost $25.80 Unrealized
WFC Wells Fargo & Co 0.1%
Value ($000) $2,067 Shares 37,282 Est. Cost $36.71 Unrealized +18.1%
LOW Lowes Cos Inc 0.1%
Value ($000) $1,990 Shares 20,818 Est. Cost $41.80 Unrealized +88.3%
NiSource Inc 0.1%
Value ($000) $1,961 Shares 74,606 Est. Cost $31.40 Unrealized
Tactile Systems Technology Inc 0.1%
Value ($000) $1,813 Shares 34,863 Est. Cost $52.00 Unrealized
LW Lamb Weston Holdings Inc 0.1%
Value ($000) $1,794 Shares 26,193 Est. Cost $30.96 Unrealized +88.5%
MPLX LP 0.1%
Value ($000) $1,765 Shares 51,703 Est. Cost $36.97 Unrealized
HCP Inc 0.1%
Value ($000) $1,749 Shares 67,738 Est. Cost $28.67 Unrealized
JNJ Johnson & Johnson 0.1%
Value ($000) $1,748 Shares 14,402 Est. Cost $89.39 Unrealized +12.7%
BDX Becton Dickinson & Co 0.1%
Value ($000) $1,693 Shares 7,069 Est. Cost $180.23 Unrealized +10.1%
HSBC HSBC Holdings PLC Sp ADR 0.1%
Value ($000) $1,672 Shares 35,459 Est. Cost $42.98 Unrealized
MAS Masco Corp 0.1%
Value ($000) $1,610 Shares 43,013 Est. Cost $16.41 Unrealized +107.7%
AZN AstraZeneca PLC Sp ADR 0.1%
Value ($000) $1,603 Shares 45,653 Est. Cost $44.91 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $1,554 Shares 17,028 Est. Cost $38.56 Unrealized +106.5%
ORANY Orange Sp ADR 0.1%
Value ($000) $1,548 Shares 92,875 Est. Cost $16.23 Unrealized
INTC Intel Corp 0.1%
Value ($000) $1,533 Shares 30,830 Est. Cost $26.31 Unrealized +71.2%
Comcast Corp Cl A 0.1%
Value ($000) $1,368 Shares 41,689 Est. Cost $47.67 Unrealized
Exelon Corp 0.1%
Value ($000) $1,350 Shares 31,688 Est. Cost $33.02 Unrealized
Capital One Financial Corp 0.1%
Value ($000) $1,287 Shares 14,006 Est. Cost $78.39 Unrealized
BTI British American Tobacco PLC S 0.1%
Value ($000) $1,245 Shares 24,672 Est. Cost $69.81 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $1,143 Shares 17,755 Est. Cost $47.64 Unrealized +8.5%
BHP BHP Billiton Ltd Sp ADR 0.1%
Value ($000) $1,118 Shares 22,358 Est. Cost $43.87 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $1,099 Shares 3,721 Est. Cost $71.65 Unrealized +266.4%
HD Home Depot Inc 0.1%
Value ($000) $1,096 Shares 5,615 Est. Cost $76.36 Unrealized +103.0%
SLB Schlumberger Ltd 0.0%
Value ($000) $1,083 Shares 16,160 Est. Cost $57.53 Unrealized -4.3%
Oracle Corp 0.0%
Value ($000) $1,072 Shares 24,338 Est. Cost $36.56 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $1,052 Shares 25,669 Est. Cost $26.04 Unrealized +28.1%
ROL Rollins Inc 0.0%
Value ($000) $1,006 Shares 19,133 Est. Cost $7.24 Unrealized +186.1%
PSO Pearson PLC Sp ADR 0.0%
Value ($000) $938 Shares 80,845 Est. Cost $10.53 Unrealized
Royal Dutch Shell PLC Sp ADR B 0.0%
Value ($000) $927 Shares 12,762 Est. Cost $62.12 Unrealized
Franklin Street Properties Cor 0.0%
Value ($000) $872 Shares 101,820 Est. Cost $10.68 Unrealized
Barclays PLC ADR 0.0%
Value ($000) $837 Shares 83,440 Est. Cost $12.55 Unrealized
FedEx Corp 0.0%
Value ($000) $811 Shares 3,572 Est. Cost $98.64 Unrealized
3M Co 0.0%
Value ($000) $751 Shares 3,820 Est. Cost $109.45 Unrealized
Unilever NV NY 0.0%
Value ($000) $739 Shares 13,257 Est. Cost $54.54 Unrealized
EOG Resources Inc 0.0%
Value ($000) $695 Shares 5,585 Est. Cost $141.66 Unrealized
FLR Fluor Corp 0.0%
Value ($000) $687 Shares 14,077 Est. Cost $56.08 Unrealized -11.4%
HAS Hasbro Inc 0.0%
Value ($000) $671 Shares 7,268 Est. Cost $38.27 Unrealized +74.4%
General Electric Co 0.0%
Value ($000) $660 Shares 48,498 Est. Cost $21.48 Unrealized
Douglas Emmett Inc 0.0%
Value ($000) $654 Shares 16,278 Est. Cost $25.82 Unrealized
UPS United Parcel Service Inc Cl B 0.0%
Value ($000) $585 Shares 5,506 Est. Cost $73.49 Unrealized +14.0%
Adient PLC 0.0%
Value ($000) $584 Shares 11,870 Est. Cost $58.23 Unrealized
MMLP Martin Midstream Partners LP 0.0%
Value ($000) $578 Shares 41,900 Est. Cost $17.38 Unrealized
STAA Staar Surgical Co 0.0%
Value ($000) $558 Shares 18,000 Est. Cost $7.31 Unrealized +219.9%
Buckeye Partners LP 0.0%
Value ($000) $551 Shares 15,672 Est. Cost $38.95 Unrealized
IP International Paper Co 0.0%
Value ($000) $535 Shares 10,282 Est. Cost $26.80 Unrealized +35.6%
Noble Corp PLC USD 0.0%
Value ($000) $533 Shares 84,200 Est. Cost $3.71 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $525 Shares 18,287 Est. Cost $12.91 Unrealized +83.2%
NSC Norfolk Southern Corp 0.0%
Value ($000) $492 Shares 3,261 Est. Cost $57.67 Unrealized +117.2%
RIO Rio Tinto PLC Sp ADR 0.0%
Value ($000) $489 Shares 8,811 Est. Cost $49.25 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $380 Shares 8,584 Est. Cost $37.58 Unrealized -11.1%
Topbuild Corp 0.0%
Value ($000) $358 Shares 4,570 Est. Cost $31.14 Unrealized
AbbVie Inc 0.0%
Value ($000) $354 Shares 3,825 Est. Cost $49.66 Unrealized
APD Air Prods & Chems Inc 0.0%
Value ($000) $337 Shares 2,166 Est. Cost $70.09 Unrealized +93.4%
WHR Whirlpool Corp 0.0%
Value ($000) $326 Shares 2,230 Est. Cost $121.27 Unrealized +25.3%
Medtronic PLC 0.0%
Value ($000) $318 Shares 3,711 Est. Cost $75.34 Unrealized
BKH Black Hills Corp 0.0%
Value ($000) $312 Shares 5,098 Est. Cost $30.13 Unrealized +40.8%
TC Pipelines LP 0.0%
Value ($000) $305 Shares 11,758 Est. Cost $52.87 Unrealized
Stag Industrial Inc 0.0%
Value ($000) $302 Shares 11,088 Est. Cost $19.93 Unrealized
IWR iShares Rus Mid Cap ETF 0.0%
Value ($000) $295 Shares 1,391 Est. Cost $166.78 Unrealized
IGM iShares N America Tech ETF 0.0%
Value ($000) $281 Shares 1,458 Est. Cost $118.46 Unrealized
Nabors Industries Ltd 0.0%
Value ($000) $272 Shares 42,459 Est. Cost $9.25 Unrealized
Hess Corp 0.0%
Value ($000) $271 Shares 4,056 Est. Cost $47.50 Unrealized
AmerisourceBergen Corp 0.0%
Value ($000) $254 Shares 2,976 Est. Cost $80.25 Unrealized
Booking Holdings Inc 0.0%
Value ($000) $253 Shares 125 Est. Cost $2080.00 Unrealized
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $238 Shares 1,454 Est. Cost $120.29 Unrealized
Antero Midstream Partners LP U 0.0%
Value ($000) $236 Shares 7,992 Est. Cost $25.81 Unrealized
SPDR S&P 500 ETF Tr 0.0%
Value ($000) $217 Shares 800 Est. Cost $167.50 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $206 Shares 4,781 Est. Cost $32.58 Unrealized +15.3%
AA Alcoa Corp 0.0%
Value ($000) $197 Shares 4,198 Est. Cost $29.85 Unrealized +60.9%
Select Sector SPDR Healthcare 0.0%
Value ($000) $191 Shares 2,285 Est. Cost $72.75 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $188 Shares 14,340 Est. Cost $16.05 Unrealized
INDB Independent Bank Corp MA 0.0%
Value ($000) $185 Shares 2,360 Est. Cost $25.86 Unrealized +133.8%
IBM Intl Business Machines 0.0%
Value ($000) $180 Shares 1,292 Est. Cost $111.37 Unrealized -10.3%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $174 Shares 2,081 Est. Cost $57.39 Unrealized +15.6%
Lam Research Corp 0.0%
Value ($000) $174 Shares 1,005 Est. Cost $181.93 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.0%
Value ($000) $168 Shares 900 Est. Cost $147.44 Unrealized +32.2%
Deutsche Bank AG Namen AKT 0.0%
Value ($000) $161 Shares 15,200 Est. Cost $13.00 Unrealized
Marathon Petroleum Corp 0.0%
Value ($000) $157 Shares 2,234 Est. Cost $58.37 Unrealized
Andeavor 0.0%
Value ($000) $156 Shares 1,189 Est. Cost $103.45 Unrealized
Chubb Limited 0.0%
Value ($000) $154 Shares 1,215 Est. Cost $119.34 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $142 Shares 841 Est. Cost $103.92 Unrealized +49.0%
Select Sector SPDR Utilities 0.0%
Value ($000) $138 Shares 2,662 Est. Cost $47.24 Unrealized
Targa Resources Corp 0.0%
Value ($000) $131 Shares 2,652 Est. Cost $31.93 Unrealized
IBB iShares NASDAQ Biotec ETF 0.0%
Value ($000) $129 Shares 1,176 Est. Cost $154.85 Unrealized
Select Sector SPDR Financial 0.0%
Value ($000) $120 Shares 4,495 Est. Cost $20.11 Unrealized
NGG National Grid PLC Sp ADR Ne 0.0%
Value ($000) $112 Shares 2,000 Est. Cost $56.50 Unrealized
IPG Photonics Corp 0.0%
Value ($000) $108 Shares 491 Est. Cost $202.10 Unrealized
Dominion Resources Inc VA New 0.0%
Value ($000) $108 Shares 1,586 Est. Cost $72.51 Unrealized
Diageo PLC Sp ADR 0.0%
Value ($000) $104 Shares 724 Est. Cost $116.54 Unrealized
OLN Olin Corp 0.0%
Value ($000) $94 Shares 3,261 Est. Cost $15.35 Unrealized +63.3%
Select Sector SPDR Energy 0.0%
Value ($000) $93 Shares 1,219 Est. Cost $78.21 Unrealized
Halyard Health Inc 0.0%
Value ($000) $83 Shares 1,453 Est. Cost $44.57 Unrealized
C Citigroup Inc 0.0%
Value ($000) $75 Shares 1,118 Est. Cost $35.87 Unrealized +47.8%
KHC Kraft Heinz Co 0.0%
Value ($000) $75 Shares 1,199 Est. Cost $56.66 Unrealized -27.5%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $74 Shares 946 Est. Cost $49.37 Unrealized +32.8%
MCD McDonalds Corp 0.0%
Value ($000) $72 Shares 458 Est. Cost $94.54 Unrealized +43.4%
Select Sector SPDR Materials 0.0%
Value ($000) $72 Shares 1,239 Est. Cost $48.65 Unrealized
MAT Mattel Inc 0.0%
Value ($000) $71 Shares 4,311 Est. Cost $38.31 Unrealized -60.4%
ALGN Align Technology Inc 0.0%
Value ($000) $68 Shares 200 Est. Cost $227.14 Unrealized +31.3%
QCOM Qualcomm Inc 0.0%
Value ($000) $68 Shares 1,212 Est. Cost $48.25 Unrealized -4.9%
Enlink Midstream Partners LP 0.0%
Value ($000) $65 Shares 4,204 Est. Cost $30.36 Unrealized
Select Sector SPDR Industrials 0.0%
Value ($000) $65 Shares 911 Est. Cost $57.89 Unrealized
VEA Vanguard Tax Mgd FTSE Dev Mkt 0.0%
Value ($000) $62 Shares 1,442 Est. Cost $39.01 Unrealized
Valvoline Inc 0.0%
Value ($000) $56 Shares 2,587 Est. Cost $23.87 Unrealized
SPDR S&P Regl Banking 0.0%
Value ($000) $55 Shares 909 Est. Cost $41.56 Unrealized
Ferrari NV 0.0%
Value ($000) $54 Shares 402 Est. Cost $110.00 Unrealized
Alphabet Inc Cap Stock Cl A 0.0%
Value ($000) $51 Shares 45 Est. Cost $777.78 Unrealized
Select Sector SPDR Consumer St 0.0%
Value ($000) $51 Shares 999 Est. Cost $53.57 Unrealized
TTWO Take-Two Interactive Software 0.0%
Value ($000) $47 Shares 400 Est. Cost $109.19 Unrealized -0.3%
CPB Campbell Soup Co 0.0%
Value ($000) $46 Shares 1,126 Est. Cost $33.32 Unrealized -9.4%
Dr Pepper Snapple Group Inc 0.0%
Value ($000) $43 Shares 353 Est. Cost $91.45 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $42 Shares 203 Est. Cost $117.35 Unrealized +77.3%
Uniti Group Inc 0.0%
Value ($000) $42 Shares 2,112 Est. Cost $25.87 Unrealized
Versum Materials Inc 0.0%
Value ($000) $39 Shares 1,039 Est. Cost $27.91 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $37 Shares 750 Est. Cost $27.96 Unrealized +76.7%
BK Bank New York Mellon Corp 0.0%
Value ($000) $36 Shares 667 Est. Cost $31.29 Unrealized +42.4%
Advansix Inc 0.0%
Value ($000) $35 Shares 965 Est. Cost $22.11 Unrealized
Huazhu Group Ltd Sp ADS 0.0%
Value ($000) $34 Shares 804 Est. Cost $42.29 Unrealized
CME Group Inc 0.0%
Value ($000) $33 Shares 201 Est. Cost $164.18 Unrealized
ODFL Old Dominion Freight Lines Inc 0.0%
Value ($000) $30 Shares 200 Est. Cost $47.96 Unrealized 0.0%
Vodafone Group PLC Sp ADR 0.0%
Value ($000) $28 Shares 1,168 Est. Cost $34.26 Unrealized
SPDR S&P Mid Cap 400 ETF Tr 0.0%
Value ($000) $28 Shares 80 Est. Cost $225.00 Unrealized
Nordstrom Inc 0.0%
Value ($000) $28 Shares 536 Est. Cost $62.25 Unrealized
EL Lauder Estee Cos Inc Cl A 0.0%
Value ($000) $28 Shares 195 Est. Cost $65.10 Unrealized +106.5%
GAP Gap Inc 0.0%
Value ($000) $25 Shares 761 Est. Cost $18.66 Unrealized +25.9%
Steel Connect Inc 0.0%
Value ($000) $23 Shares 10,660 Est. Cost $2.12 Unrealized
CPRT Copart Inc 0.0%
Value ($000) $23 Shares 400 Est. Cost $12.56 Unrealized +7.9%
Waste Management Inc 0.0%
Value ($000) $21 Shares 264 Est. Cost $62.99 Unrealized
Select Sector SPDR Tr Real Est 0.0%
Value ($000) $21 Shares 643 Est. Cost $33.18 Unrealized
PNC PNC Financial Services Group I 0.0%
Value ($000) $20 Shares 148 Est. Cost $51.33 Unrealized +117.4%
XPO XPO Logistics Inc 0.0%
Value ($000) $20 Shares 200 Est. Cost $33.36 Unrealized +8.8%
ADI Analog Devices Inc 0.0%
Value ($000) $19 Shares 202 Est. Cost $68.21 Unrealized +20.1%
FMC FMC Corp 0.0%
Value ($000) $18 Shares 200 Est. Cost $60.69 Unrealized -0.2%
HEI Heico Corp 0.0%
Value ($000) $18 Shares 250 Est. Cost $72.64 Unrealized 0.0%
Vaneck Vectors ETF Tr Oil Serv 0.0%
Value ($000) $17 Shares 654 Est. Cost $28.65 Unrealized
Xerox Corp 0.0%
Value ($000) $17 Shares 698 Est. Cost $28.11 Unrealized
Dell Technologies Inc Cl V 0.0%
Value ($000) $16 Shares 184 Est. Cost $48.91 Unrealized
Pentair PLC 0.0%
Value ($000) $16 Shares 381 Est. Cost $70.24 Unrealized
AXP American Express Co 0.0%
Value ($000) $16 Shares 164 Est. Cost $62.53 Unrealized +41.7%
PLXS Plexus Corp 0.0%
Value ($000) $14 Shares 240 Est. Cost $49.47 Unrealized +20.6%
HollyFrontier Corp 0.0%
Value ($000) $14 Shares 200 Est. Cost $70.00 Unrealized
58 Com Inc Sp ADR A 0.0%
Value ($000) $14 Shares 200 Est. Cost $80.00 Unrealized
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $13 Shares 196 Est. Cost $56.05 Unrealized
Anheuser-Busch InBev SA NV Sp 0.0%
Value ($000) $12 Shares 121 Est. Cost $109.29 Unrealized
HP Helmerich & Payne Inc 0.0%
Value ($000) $11 Shares 178 Est. Cost $90.29 Unrealized -24.6%
McKesson Corp 0.0%
Value ($000) $11 Shares 82 Est. Cost $160.08 Unrealized
CNDT Conduent Inc 0.0%
Value ($000) $10 Shares 530 Est. Cost $15.22 Unrealized +26.9%
WMB Williams Cos Inc 0.0%
Value ($000) $10 Shares 369 Est. Cost $19.42 Unrealized -11.1%
Nvent Electric PLC 0.0%
Value ($000) $10 Shares 380 Est. Cost $26.32 Unrealized
TELFY Telefonica SA Sp ADR 0.0%
Value ($000) $10 Shares 1,144 Est. Cost $11.26 Unrealized
iShares MSCI Jpn ETF 0.0%
Value ($000) $7 Shares 118 Est. Cost $52.17 Unrealized
Zimmer Biomet Holdings Inc 0.0%
Value ($000) $5 Shares 49 Est. Cost $122.45 Unrealized
EC Ecopetrol SA Sp ADS 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
Hp Inc 0.0%
Value ($000) $3 Shares 153 Est. Cost $13.61 Unrealized
Windstream Hldgs Inc Com Par 0.0%
Value ($000) $2 Shares 352 Est. Cost $5.68 Unrealized
Hewlett Packard Enterprise Co 0.0%
Value ($000) $2 Shares 146 Est. Cost $20.98 Unrealized
CenturyLink Inc 0.0%
Value ($000) $2 Shares 83 Est. Cost $34.05 Unrealized
NNN National Retail Properties Inc 0.0%
Value ($000) $2 Shares 36 Est. Cost $35.01 Unrealized
Dxc Technology Co 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
California Resources Corp 0.0%
Value ($000) $1 Shares 19 Est. Cost $16.26 Unrealized
CVR Partners LP 0.0%
Value ($000) $1 Shares 424 Est. Cost $7.95 Unrealized
Senior Housing Properties Trus 0.0%
Value ($000) $0 Shares 26 Est. Cost $24.77 Unrealized
Frontier Communications Corp 0.0%
Value ($000) $0 Shares 68 Est. Cost $14.71 Unrealized
Perspecta Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
UUUU Energy Fuels Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.17 Unrealized -68.0%
Micro Focus International PLC 0.0%
Value ($000) $0 Shares 19 Est. Cost $52.63 Unrealized
Freeport-McMoran Inc Cl B 0.0%
Value ($000) $0 Shares 4 Est. Cost $34.92 Unrealized