Bollard Group LLC Diversified Active

CIK: 0001556218 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 8, 2018

Total Value ($000): $2,487,399 (100.0% shares, 0.0% debt)

Holdings (274)

BSX Boston Scientific Corp 52.0%
Value ($000) $1,292,373 Shares 33,568,126 Est. Cost $12.92 Unrealized +170.3%
CARG Cargurus Inc Cl A 3.9%
Value ($000) $97,496 Shares 1,750,699 Est. Cost $29.87 Unrealized +54.7%
AMZN Amazon.com Inc 2.8%
Value ($000) $70,365 Shares 35,130 Est. Cost $38.92 Unrealized +141.6%
BA Boeing Co 2.0%
Value ($000) $49,796 Shares 133,897 Est. Cost $109.38 Unrealized +210.0%
Alibaba Group Holding Ltd Sp A 1.8%
Value ($000) $44,789 Shares 271,846 Est. Cost $142.23 Unrealized
EPD Enterprise Products Partners L 1.8%
Value ($000) $43,541 Shares 1,515,522 Est. Cost $38.15 Unrealized
LLY Lilly Eli & Co 1.4%
Value ($000) $35,758 Shares 333,218 Est. Cost $46.15 Unrealized +95.6%
Nextera Energy Inc 1.3%
Value ($000) $31,508 Shares 187,998 Est. Cost $96.13 Unrealized
Magellan Midstream Partners LP 1.3%
Value ($000) $31,308 Shares 462,316 Est. Cost $64.67 Unrealized
Facebook Inc Cl A 1.2%
Value ($000) $31,049 Shares 188,791 Est. Cost $149.13 Unrealized
MSFT Microsoft Corp 1.2%
Value ($000) $30,678 Shares 268,234 Est. Cost $52.93 Unrealized +90.4%
Paypal Holdings Inc 1.1%
Value ($000) $27,700 Shares 315,345 Est. Cost $35.30 Unrealized
Verizon Communications Inc 1.0%
Value ($000) $26,031 Shares 487,569 Est. Cost $49.48 Unrealized
IT Gartner Inc 1.0%
Value ($000) $25,518 Shares 160,995 Est. Cost $88.96 Unrealized +63.0%
AEP American Electric Power Inc 1.0%
Value ($000) $25,491 Shares 359,634 Est. Cost $36.48 Unrealized +50.4%
CAT Caterpillar Inc 0.9%
Value ($000) $21,166 Shares 138,803 Est. Cost $72.49 Unrealized +66.2%
Alphabet Inc Cap Stock Cl C 0.8%
Value ($000) $20,985 Shares 17,583 Est. Cost $861.92 Unrealized
AT&T Inc 0.8%
Value ($000) $20,335 Shares 605,573 Est. Cost $36.14 Unrealized
Southern Copper Corp 0.6%
Value ($000) $15,522 Shares 359,812 Est. Cost $29.73 Unrealized
DE Deere & Co 0.6%
Value ($000) $14,580 Shares 96,989 Est. Cost $77.95 Unrealized +65.0%
Duke Energy Corp 0.5%
Value ($000) $13,411 Shares 167,595 Est. Cost $72.49 Unrealized
BMY Bristol-Myers Squibb Co 0.5%
Value ($000) $13,021 Shares 209,742 Est. Cost $32.32 Unrealized +39.2%
BP BP PLC Sp ADR 0.5%
Value ($000) $12,379 Shares 268,514 Est. Cost $41.09 Unrealized
PEG Public Service Enterprise Grou 0.5%
Value ($000) $11,692 Shares 221,483 Est. Cost $25.78 Unrealized +57.8%
PPL Corp 0.5%
Value ($000) $11,301 Shares 386,216 Est. Cost $31.67 Unrealized
WY Weyerhaeuser Co 0.5%
Value ($000) $11,206 Shares 347,268 Est. Cost $19.34 Unrealized +33.9%
Altria Group Inc 0.4%
Value ($000) $10,597 Shares 175,703 Est. Cost $44.68 Unrealized
OKE Oneok Inc 0.4%
Value ($000) $10,514 Shares 155,096 Est. Cost $30.80 Unrealized +38.9%
USB US Bancorp Del 0.4%
Value ($000) $10,179 Shares 192,748 Est. Cost $27.20 Unrealized +43.9%
ABT Abbott Laboratories 0.4%
Value ($000) $10,133 Shares 138,122 Est. Cost $36.52 Unrealized +58.3%
Enbridge Energy Management LLC 0.4%
Value ($000) $9,893 Shares 905,945 Est. Cost $12.01 Unrealized
Tabula Rasa Healthcare Inc 0.4%
Value ($000) $9,317 Shares 114,761 Est. Cost $55.67 Unrealized
SO Southern Co 0.4%
Value ($000) $9,107 Shares 208,887 Est. Cost $31.98 Unrealized +7.2%
JPMorgan Chase & Co 0.3%
Value ($000) $8,367 Shares 74,145 Est. Cost $65.15 Unrealized
CVX Chevron Corp 0.3%
Value ($000) $8,021 Shares 65,591 Est. Cost $71.43 Unrealized +23.1%
ConocoPhillips 0.3%
Value ($000) $7,657 Shares 98,930 Est. Cost $61.10 Unrealized
Merck & Co Inc 0.3%
Value ($000) $7,628 Shares 107,528 Est. Cost $52.10 Unrealized
KKR & Co Inc Cl A 0.3%
Value ($000) $7,594 Shares 278,476 Est. Cost $27.27 Unrealized
Holly Energy Partners LP 0.3%
Value ($000) $7,466 Shares 237,303 Est. Cost $36.15 Unrealized
Nutrien Ltd 0.3%
Value ($000) $7,218 Shares 125,092 Est. Cost $48.35 Unrealized
Royal Dutch Shell PLC Sp ADR A 0.3%
Value ($000) $7,167 Shares 105,176 Est. Cost $60.21 Unrealized
Valero Energy Corp 0.3%
Value ($000) $7,100 Shares 62,417 Est. Cost $52.44 Unrealized
Mongodb Inc Cl A 0.3%
Value ($000) $7,013 Shares 86,000 Est. Cost $81.55 Unrealized
EMR Emerson Electric Co 0.3%
Value ($000) $6,902 Shares 90,133 Est. Cost $48.88 Unrealized +26.7%
Dowdupont Inc 0.3%
Value ($000) $6,870 Shares 106,820 Est. Cost $68.68 Unrealized
HON Honeywell Intl Inc 0.3%
Value ($000) $6,781 Shares 40,751 Est. Cost $87.92 Unrealized +38.3%
PAA Plains All American Pipeline L 0.3%
Value ($000) $6,414 Shares 256,442 Est. Cost $28.89 Unrealized
SWK Stanley Black & Decker Inc 0.2%
Value ($000) $6,152 Shares 42,012 Est. Cost $59.68 Unrealized +93.0%
Kinder Morgan Inc 0.2%
Value ($000) $6,041 Shares 340,705 Est. Cost $17.76 Unrealized
PM Philip Morris Intl Inc 0.2%
Value ($000) $6,029 Shares 73,940 Est. Cost $54.54 Unrealized +1.7%
BCE Inc 0.2%
Value ($000) $6,016 Shares 148,470 Est. Cost $42.06 Unrealized
MS Morgan Stanley 0.2%
Value ($000) $5,882 Shares 126,298 Est. Cost $27.09 Unrealized +43.7%
AAPL Apple Inc 0.2%
Value ($000) $5,862 Shares 25,969 Est. Cost $20.02 Unrealized +146.2%
BAC Bank America Corp 0.2%
Value ($000) $5,571 Shares 189,093 Est. Cost $14.93 Unrealized +70.6%
IAC/InterActiveCorp 0.2%
Value ($000) $5,551 Shares 25,614 Est. Cost $57.56 Unrealized
Walgreens Boots Alliance Inc 0.2%
Value ($000) $5,540 Shares 75,988 Est. Cost $76.59 Unrealized
FTS Fortis Inc 0.2%
Value ($000) $5,215 Shares 160,856 Est. Cost $22.28 Unrealized +10.4%
Energy Transfer Operating LP L 0.2%
Value ($000) $5,131 Shares 230,522 Est. Cost $17.08 Unrealized
Spectra Energy Partners LP 0.2%
Value ($000) $5,011 Shares 140,332 Est. Cost $44.60 Unrealized
FE FirstEnergy Corp 0.2%
Value ($000) $4,974 Shares 133,813 Est. Cost $23.62 Unrealized +14.6%
PSX Phillips 66 0.2%
Value ($000) $4,761 Shares 42,240 Est. Cost $47.72 Unrealized +80.3%
AJG Gallagher Arthur J & Co 0.2%
Value ($000) $4,746 Shares 63,755 Est. Cost $44.44 Unrealized +46.1%
CLX Clorox Co 0.2%
Value ($000) $4,706 Shares 31,285 Est. Cost $71.83 Unrealized +59.6%
Enbridge Inc 0.2%
Value ($000) $4,632 Shares 143,464 Est. Cost $38.82 Unrealized
TransCanada Corp 0.2%
Value ($000) $4,594 Shares 113,539 Est. Cost $41.36 Unrealized
HAL Halliburton Co 0.2%
Value ($000) $4,585 Shares 113,118 Est. Cost $38.89 Unrealized -8.5%
NVIDIA Corp 0.2%
Value ($000) $4,473 Shares 15,915 Est. Cost $231.57 Unrealized
Livanova PLC 0.2%
Value ($000) $4,444 Shares 35,850 Est. Cost $49.94 Unrealized
CL Colgate Palmolive Co 0.2%
Value ($000) $4,385 Shares 65,490 Est. Cost $52.11 Unrealized +7.4%
KO Coca-Cola Co 0.2%
Value ($000) $4,251 Shares 92,027 Est. Cost $30.55 Unrealized +18.8%
RYN Rayonier Inc 0.2%
Value ($000) $4,103 Shares 121,351 Est. Cost $46.56 Unrealized
CINF Cincinnati Financial Corp 0.2%
Value ($000) $3,968 Shares 51,661 Est. Cost $44.78 Unrealized +37.4%
PAYX Paychex Inc 0.2%
Value ($000) $3,957 Shares 53,724 Est. Cost $31.57 Unrealized +83.5%
Costco Wholesale Corp 0.1%
Value ($000) $3,663 Shares 15,594 Est. Cost $122.73 Unrealized
KMB Kimberly Clark Corp 0.1%
Value ($000) $3,659 Shares 32,195 Est. Cost $78.25 Unrealized +10.6%
BNS Bank N S Halifax 0.1%
Value ($000) $3,596 Shares 60,307 Est. Cost $34.37 Unrealized +14.8%
RCI Rogers Communications Inc Cl B 0.1%
Value ($000) $3,574 Shares 69,523 Est. Cost $41.97 Unrealized +21.9%
FDVV Fidelity Core Div ETF 0.1%
Value ($000) $3,569 Shares 116,519 Est. Cost $26.83 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $3,567 Shares 80,936 Est. Cost $17.38 Unrealized +59.1%
Blueprint Medicines Corp 0.1%
Value ($000) $3,552 Shares 45,500 Est. Cost $83.85 Unrealized
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $3,369 Shares 35,879 Est. Cost $22.65 Unrealized +20.7%
Goldman Sachs Group Inc 0.1%
Value ($000) $3,342 Shares 14,902 Est. Cost $168.44 Unrealized
Duke Realty Corp 0.1%
Value ($000) $3,231 Shares 113,900 Est. Cost $17.62 Unrealized
PEP PepsiCo Inc 0.1%
Value ($000) $3,197 Shares 28,593 Est. Cost $59.29 Unrealized +52.4%
Accenture PLC Ireland Class A 0.1%
Value ($000) $3,166 Shares 18,604 Est. Cost $81.99 Unrealized
EWL iShares MSCI Switzerland ETF 0.1%
Value ($000) $3,158 Shares 91,030 Est. Cost $32.84 Unrealized
Welltower Inc 0.1%
Value ($000) $3,021 Shares 46,963 Est. Cost $67.94 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $2,970 Shares 18,243 Est. Cost $67.73 Unrealized +88.7%
PG Procter And Gamble Co 0.1%
Value ($000) $2,897 Shares 34,802 Est. Cost $61.90 Unrealized +9.5%
CAG Conagra Brands Inc 0.1%
Value ($000) $2,862 Shares 84,259 Est. Cost $18.22 Unrealized +50.0%
United Technologies Corp 0.1%
Value ($000) $2,737 Shares 19,577 Est. Cost $101.69 Unrealized
Westpac Banking Corp Sp ADR 0.1%
Value ($000) $2,670 Shares 133,425 Est. Cost $25.36 Unrealized
Johnson Controls Intl PLC 0.1%
Value ($000) $2,643 Shares 75,525 Est. Cost $41.68 Unrealized
DIS Disney Walt Co Disney 0.1%
Value ($000) $2,611 Shares 22,325 Est. Cost $65.82 Unrealized +61.9%
Unilever PLC Sp ADR 0.1%
Value ($000) $2,505 Shares 45,572 Est. Cost $44.26 Unrealized
KEY KeyCorp 0.1%
Value ($000) $2,489 Shares 125,114 Est. Cost $7.50 Unrealized +95.3%
JNJ Johnson & Johnson 0.1%
Value ($000) $2,486 Shares 17,993 Est. Cost $93.11 Unrealized +16.0%
GPC Genuine Parts Co 0.1%
Value ($000) $2,424 Shares 24,385 Est. Cost $63.47 Unrealized +24.7%
LOW Lowes Cos Inc 0.1%
Value ($000) $2,402 Shares 20,919 Est. Cost $41.80 Unrealized +117.8%
HCP Inc 0.1%
Value ($000) $2,371 Shares 90,081 Est. Cost $28.09 Unrealized
Exxon Mobil Corp 0.1%
Value ($000) $2,288 Shares 26,914 Est. Cost $87.90 Unrealized
Smith & Nephew PLC Sp ADR 0.1%
Value ($000) $2,226 Shares 60,025 Est. Cost $34.95 Unrealized
GlaxoSmithKline PLC Sp ADR 0.1%
Value ($000) $2,136 Shares 53,172 Est. Cost $39.07 Unrealized
MPLX LP 0.1%
Value ($000) $2,068 Shares 59,643 Est. Cost $36.66 Unrealized
WFC Wells Fargo & Co 0.1%
Value ($000) $1,970 Shares 37,484 Est. Cost $36.71 Unrealized +26.7%
NDAQ NASDAQ Inc 0.1%
Value ($000) $1,961 Shares 22,853 Est. Cost $10.56 Unrealized +160.6%
CRH PLC ADR 0.1%
Value ($000) $1,923 Shares 58,765 Est. Cost $25.80 Unrealized
NiSource Inc 0.1%
Value ($000) $1,871 Shares 75,096 Est. Cost $31.40 Unrealized
BDX Becton Dickinson & Co 0.1%
Value ($000) $1,845 Shares 7,070 Est. Cost $180.23 Unrealized +22.2%
AZN AstraZeneca PLC Sp ADR 0.1%
Value ($000) $1,827 Shares 46,182 Est. Cost $44.85 Unrealized
LW Lamb Weston Holdings Inc 0.1%
Value ($000) $1,804 Shares 27,083 Est. Cost $31.96 Unrealized +92.2%
BHP BHP Billiton Ltd Sp ADR 0.1%
Value ($000) $1,776 Shares 35,641 Est. Cost $46.09 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $1,689 Shares 17,114 Est. Cost $38.56 Unrealized +112.8%
HSBC HSBC Holdings PLC Sp ADR 0.1%
Value ($000) $1,593 Shares 36,216 Est. Cost $43.01 Unrealized
MAS Masco Corp 0.1%
Value ($000) $1,579 Shares 43,130 Est. Cost $16.41 Unrealized +108.1%
INTC Intel Corp 0.1%
Value ($000) $1,557 Shares 32,925 Est. Cost $27.28 Unrealized +52.2%
Comcast Corp Cl A 0.1%
Value ($000) $1,478 Shares 41,729 Est. Cost $47.67 Unrealized
ORANY Orange Sp ADR 0.1%
Value ($000) $1,476 Shares 92,875 Est. Cost $16.23 Unrealized
3M Co 0.1%
Value ($000) $1,458 Shares 6,920 Est. Cost $154.80 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $1,399 Shares 17,775 Est. Cost $47.64 Unrealized +18.6%
Exelon Corp 0.1%
Value ($000) $1,394 Shares 31,925 Est. Cost $33.02 Unrealized
Unilever NV NY 0.1%
Value ($000) $1,386 Shares 24,949 Est. Cost $55.01 Unrealized
Capital One Financial Corp 0.1%
Value ($000) $1,330 Shares 14,006 Est. Cost $78.39 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $1,287 Shares 3,721 Est. Cost $71.65 Unrealized +268.8%
Oracle Corp 0.1%
Value ($000) $1,260 Shares 24,434 Est. Cost $36.56 Unrealized
HD Home Depot Inc 0.0%
Value ($000) $1,165 Shares 5,626 Est. Cost $76.36 Unrealized +119.9%
ROL Rollins Inc 0.0%
Value ($000) $1,164 Shares 19,176 Est. Cost $7.24 Unrealized +225.9%
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $1,103 Shares 25,682 Est. Cost $26.04 Unrealized +36.7%
Tactile Systems Technology Inc 0.0%
Value ($000) $1,072 Shares 15,095 Est. Cost $52.00 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $985 Shares 16,165 Est. Cost $57.53 Unrealized -9.6%
PSO Pearson PLC Sp ADR 0.0%
Value ($000) $933 Shares 80,967 Est. Cost $10.53 Unrealized
Royal Dutch Shell PLC Sp ADR B 0.0%
Value ($000) $918 Shares 12,940 Est. Cost $62.24 Unrealized
BTI British American Tobacco PLC S 0.0%
Value ($000) $888 Shares 19,034 Est. Cost $69.81 Unrealized
STAA Staar Surgical Co 0.0%
Value ($000) $864 Shares 18,000 Est. Cost $7.31 Unrealized +459.9%
FedEx Corp 0.0%
Value ($000) $861 Shares 3,578 Est. Cost $98.64 Unrealized
Buckeye Partners LP 0.0%
Value ($000) $825 Shares 23,092 Est. Cost $37.91 Unrealized
Franklin Street Properties Cor 0.0%
Value ($000) $821 Shares 102,769 Est. Cost $10.68 Unrealized
FLR Fluor Corp 0.0%
Value ($000) $818 Shares 14,082 Est. Cost $56.08 Unrealized -7.4%
HAS Hasbro Inc 0.0%
Value ($000) $769 Shares 7,315 Est. Cost $38.27 Unrealized +100.2%
Barclays PLC ADR 0.0%
Value ($000) $757 Shares 84,562 Est. Cost $12.50 Unrealized
EOG Resources Inc 0.0%
Value ($000) $712 Shares 5,585 Est. Cost $141.66 Unrealized
UPS United Parcel Service Inc Cl B 0.0%
Value ($000) $701 Shares 6,000 Est. Cost $74.72 Unrealized +18.4%
Douglas Emmett Inc 0.0%
Value ($000) $618 Shares 16,377 Est. Cost $25.82 Unrealized
Noble Corp PLC USD 0.0%
Value ($000) $592 Shares 84,200 Est. Cost $3.71 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $589 Shares 3,261 Est. Cost $57.67 Unrealized +155.2%
FITB Fifth Third Bancorp 0.0%
Value ($000) $514 Shares 18,400 Est. Cost $12.91 Unrealized +70.5%
IP International Paper Co 0.0%
Value ($000) $510 Shares 10,373 Est. Cost $26.80 Unrealized +32.9%
MMLP Martin Midstream Partners LP 0.0%
Value ($000) $486 Shares 41,900 Est. Cost $17.38 Unrealized
RIO Rio Tinto PLC Sp ADR 0.0%
Value ($000) $461 Shares 9,037 Est. Cost $49.29 Unrealized
TC Pipelines LP 0.0%
Value ($000) $386 Shares 12,730 Est. Cost $51.15 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $371 Shares 8,650 Est. Cost $37.58 Unrealized -7.0%
Medtronic PLC 0.0%
Value ($000) $366 Shares 3,726 Est. Cost $75.34 Unrealized
AbbVie Inc 0.0%
Value ($000) $364 Shares 3,845 Est. Cost $49.66 Unrealized
APD Air Prods & Chems Inc 0.0%
Value ($000) $364 Shares 2,180 Est. Cost $70.09 Unrealized +94.0%
Magenta Therapeutics Inc 0.0%
Value ($000) $360 Shares 30,000 Est. Cost $12.00 Unrealized
General Electric Co 0.0%
Value ($000) $314 Shares 27,830 Est. Cost $21.48 Unrealized
IWR iShares Rus Mid Cap ETF 0.0%
Value ($000) $308 Shares 1,397 Est. Cost $166.78 Unrealized
IGM iShares N America Tech ETF 0.0%
Value ($000) $306 Shares 1,461 Est. Cost $118.46 Unrealized
Stag Industrial Inc 0.0%
Value ($000) $305 Shares 11,088 Est. Cost $19.93 Unrealized
BKH Black Hills Corp 0.0%
Value ($000) $297 Shares 5,118 Est. Cost $30.13 Unrealized +50.1%
Hess Corp 0.0%
Value ($000) $291 Shares 4,070 Est. Cost $47.50 Unrealized
AmerisourceBergen Corp 0.0%
Value ($000) $276 Shares 2,989 Est. Cost $80.25 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $267 Shares 2,251 Est. Cost $121.27 Unrealized +9.3%
Nabors Industries Ltd 0.0%
Value ($000) $262 Shares 42,507 Est. Cost $9.25 Unrealized
Topbuild Corp 0.0%
Value ($000) $260 Shares 4,570 Est. Cost $31.14 Unrealized
Booking Holdings Inc 0.0%
Value ($000) $248 Shares 125 Est. Cost $2080.00 Unrealized
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $246 Shares 1,459 Est. Cost $120.29 Unrealized
SPDR S&P 500 ETF Tr 0.0%
Value ($000) $233 Shares 800 Est. Cost $167.50 Unrealized
Antero Midstream Partners LP U 0.0%
Value ($000) $232 Shares 8,100 Est. Cost $25.84 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $226 Shares 4,807 Est. Cost $32.58 Unrealized +18.1%
Deutsche Bank AG Namen AKT 0.0%
Value ($000) $222 Shares 19,500 Est. Cost $12.64 Unrealized
Select Sector SPDR Healthcare 0.0%
Value ($000) $218 Shares 2,294 Est. Cost $72.75 Unrealized
IBM Intl Business Machines 0.0%
Value ($000) $196 Shares 1,297 Est. Cost $111.37 Unrealized -9.1%
Marathon Petroleum Corp 0.0%
Value ($000) $195 Shares 2,434 Est. Cost $60.16 Unrealized
INDB Independent Bank Corp MA 0.0%
Value ($000) $195 Shares 2,360 Est. Cost $25.86 Unrealized +168.5%
BRK/B Berkshire Hathaway Inc Cl B 0.0%
Value ($000) $193 Shares 900 Est. Cost $147.44 Unrealized +39.2%
Andeavor 0.0%
Value ($000) $183 Shares 1,189 Est. Cost $103.45 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $171 Shares 2,086 Est. Cost $57.39 Unrealized +18.0%
AA Alcoa Corp 0.0%
Value ($000) $170 Shares 4,198 Est. Cost $29.85 Unrealized +39.0%
Shopify Inc Cl A 0.0%
Value ($000) $164 Shares 1,000 Est. Cost $164.00 Unrealized
Chubb Limited 0.0%
Value ($000) $162 Shares 1,215 Est. Cost $119.34 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $159 Shares 14,371 Est. Cost $16.05 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $156 Shares 400 Est. Cost $298.05 Unrealized +23.8%
Lam Research Corp 0.0%
Value ($000) $154 Shares 1,012 Est. Cost $181.93 Unrealized
Targa Resources Corp 0.0%
Value ($000) $151 Shares 2,680 Est. Cost $32.19 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $150 Shares 843 Est. Cost $103.92 Unrealized +51.6%
IBB iShares NASDAQ Biotec ETF 0.0%
Value ($000) $144 Shares 1,178 Est. Cost $154.85 Unrealized
Select Sector SPDR Utilities 0.0%
Value ($000) $141 Shares 2,686 Est. Cost $47.24 Unrealized
Select Sector SPDR Financial 0.0%
Value ($000) $125 Shares 4,515 Est. Cost $20.11 Unrealized
Dominion Resources Inc VA New 0.0%
Value ($000) $113 Shares 1,603 Est. Cost $72.49 Unrealized
NGG National Grid PLC Sp ADR Ne 0.0%
Value ($000) $108 Shares 2,074 Est. Cost $56.34 Unrealized
Diageo PLC Sp ADR 0.0%
Value ($000) $103 Shares 724 Est. Cost $116.54 Unrealized
Avanos Med Inc 0.0%
Value ($000) $100 Shares 1,453 Est. Cost $68.82 Unrealized
Select Sector SPDR Energy 0.0%
Value ($000) $93 Shares 1,228 Est. Cost $78.21 Unrealized
CPB Campbell Soup Co 0.0%
Value ($000) $89 Shares 2,435 Est. Cost $32.54 Unrealized -2.1%
QCOM Qualcomm Inc 0.0%
Value ($000) $88 Shares 1,223 Est. Cost $48.25 Unrealized +13.2%
OLN Olin Corp 0.0%
Value ($000) $84 Shares 3,261 Est. Cost $15.35 Unrealized +55.2%
C Citigroup Inc 0.0%
Value ($000) $81 Shares 1,126 Est. Cost $35.87 Unrealized +52.7%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $80 Shares 948 Est. Cost $49.37 Unrealized +49.2%
Enlink Midstream Partners LP 0.0%
Value ($000) $78 Shares 4,204 Est. Cost $30.36 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $77 Shares 461 Est. Cost $94.54 Unrealized +42.6%
Select Sector SPDR Materials 0.0%
Value ($000) $72 Shares 1,245 Est. Cost $48.65 Unrealized
Select Sector SPDR Industrials 0.0%
Value ($000) $72 Shares 915 Est. Cost $57.89 Unrealized
OKTA Okta Inc Cl A 0.0%
Value ($000) $70 Shares 1,000 Est. Cost $59.55 Unrealized 0.0%
MAT Mattel Inc 0.0%
Value ($000) $68 Shares 4,311 Est. Cost $38.31 Unrealized -58.2%
KHC Kraft Heinz Co 0.0%
Value ($000) $67 Shares 1,211 Est. Cost $56.51 Unrealized -26.0%
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 2,595 Est. Cost $23.87 Unrealized
Grubhub Inc 0.0%
Value ($000) $55 Shares 400 Est. Cost $137.50 Unrealized
TTWO Take-Two Interactive Software 0.0%
Value ($000) $55 Shares 400 Est. Cost $109.19 Unrealized +16.9%
Alphabet Inc Cap Stock Cl A 0.0%
Value ($000) $54 Shares 45 Est. Cost $777.78 Unrealized
SPDR S&P Regl Banking 0.0%
Value ($000) $54 Shares 913 Est. Cost $41.56 Unrealized
Select Sector SPDR Consumer St 0.0%
Value ($000) $54 Shares 1,006 Est. Cost $53.57 Unrealized
Adient PLC 0.0%
Value ($000) $53 Shares 1,336 Est. Cost $58.23 Unrealized
Pentair PLC 0.0%
Value ($000) $51 Shares 1,183 Est. Cost $51.85 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $50 Shares 203 Est. Cost $117.35 Unrealized +92.3%
Twilio Inc Cl A 0.0%
Value ($000) $43 Shares 500 Est. Cost $86.00 Unrealized
Uniti Group Inc 0.0%
Value ($000) $43 Shares 2,112 Est. Cost $25.87 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $43 Shares 750 Est. Cost $27.96 Unrealized +83.8%
ServiceNow Inc 0.0%
Value ($000) $39 Shares 200 Est. Cost $195.00 Unrealized
Versum Materials Inc 0.0%
Value ($000) $37 Shares 1,039 Est. Cost $27.91 Unrealized
CME Group Inc 0.0%
Value ($000) $34 Shares 202 Est. Cost $164.18 Unrealized
BK Bank New York Mellon Corp 0.0%
Value ($000) $34 Shares 670 Est. Cost $31.29 Unrealized +36.5%
BURL Burlington Stores Inc 0.0%
Value ($000) $33 Shares 200 Est. Cost $159.56 Unrealized 0.0%
ODFL Old Dominion Freight Lines Inc 0.0%
Value ($000) $32 Shares 200 Est. Cost $47.96 Unrealized +2.1%
Nordstrom Inc 0.0%
Value ($000) $32 Shares 539 Est. Cost $62.25 Unrealized
SPDR S&P Mid Cap 400 ETF Tr 0.0%
Value ($000) $29 Shares 80 Est. Cost $225.00 Unrealized
EL Lauder Estee Cos Inc Cl A 0.0%
Value ($000) $28 Shares 195 Est. Cost $65.10 Unrealized +94.2%
Vodafone Group PLC Sp ADR 0.0%
Value ($000) $27 Shares 1,225 Est. Cost $33.69 Unrealized
Neurocrine Biosciences Inc 0.0%
Value ($000) $25 Shares 200 Est. Cost $125.00 Unrealized
Waste Management Inc 0.0%
Value ($000) $24 Shares 266 Est. Cost $62.99 Unrealized
XPO XPO Logistics Inc 0.0%
Value ($000) $23 Shares 200 Est. Cost $33.36 Unrealized +9.0%
HEI Heico Corp 0.0%
Value ($000) $23 Shares 250 Est. Cost $72.64 Unrealized +13.1%
GAP Gap Inc 0.0%
Value ($000) $22 Shares 767 Est. Cost $18.66 Unrealized +23.6%
CPRT Copart Inc 0.0%
Value ($000) $21 Shares 400 Est. Cost $12.56 Unrealized +19.0%
Select Sector SPDR Tr Real Est 0.0%
Value ($000) $21 Shares 650 Est. Cost $33.17 Unrealized
PNC PNC Financial Services Group I 0.0%
Value ($000) $20 Shares 149 Est. Cost $51.33 Unrealized +113.3%
Xerox Corp 0.0%
Value ($000) $19 Shares 705 Est. Cost $28.10 Unrealized
ADI Analog Devices Inc 0.0%
Value ($000) $19 Shares 203 Est. Cost $68.21 Unrealized +22.9%
AXP American Express Co 0.0%
Value ($000) $18 Shares 165 Est. Cost $62.53 Unrealized +50.5%
Dell Technologies Inc Cl V 0.0%
Value ($000) $18 Shares 184 Est. Cost $48.91 Unrealized
Sailpoint Technlgies Holdings 0.0%
Value ($000) $17 Shares 500 Est. Cost $34.00 Unrealized
Vaneck Vectors ETF Tr Oil Serv 0.0%
Value ($000) $16 Shares 654 Est. Cost $28.65 Unrealized
58 Com Inc Sp ADR A 0.0%
Value ($000) $15 Shares 200 Est. Cost $80.00 Unrealized
HollyFrontier Corp 0.0%
Value ($000) $14 Shares 201 Est. Cost $70.00 Unrealized
PLXS Plexus Corp 0.0%
Value ($000) $14 Shares 240 Est. Cost $49.47 Unrealized +23.7%
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $13 Shares 196 Est. Cost $56.05 Unrealized
Steel Connect Inc 0.0%
Value ($000) $12 Shares 5,660 Est. Cost $2.12 Unrealized
Advansix Inc 0.0%
Value ($000) $12 Shares 351 Est. Cost $22.11 Unrealized
CNDT Conduent Inc 0.0%
Value ($000) $12 Shares 530 Est. Cost $15.22 Unrealized +34.8%
McKesson Corp 0.0%
Value ($000) $11 Shares 82 Est. Cost $160.08 Unrealized
Anheuser-Busch InBev SA NV Sp 0.0%
Value ($000) $11 Shares 121 Est. Cost $109.29 Unrealized
WMB Williams Cos Inc 0.0%
Value ($000) $10 Shares 373 Est. Cost $19.42 Unrealized -0.9%
Nvent Electric PLC 0.0%
Value ($000) $10 Shares 382 Est. Cost $26.32 Unrealized
TELFY Telefonica SA Sp ADR 0.0%
Value ($000) $9 Shares 1,144 Est. Cost $11.26 Unrealized
Keurig Dr Pepper Inc 0.0%
Value ($000) $8 Shares 353 Est. Cost $22.66 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) $6 Shares 49 Est. Cost $122.45 Unrealized
EC Ecopetrol SA Sp ADS 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.00 Unrealized
Hp Inc 0.0%
Value ($000) $4 Shares 154 Est. Cost $13.61 Unrealized
Sonos Inc 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized
Hewlett Packard Enterprise Co 0.0%
Value ($000) $2 Shares 147 Est. Cost $20.98 Unrealized
CVR Partners LP 0.0%
Value ($000) $2 Shares 424 Est. Cost $7.95 Unrealized
CenturyLink Inc 0.0%
Value ($000) $2 Shares 84 Est. Cost $33.93 Unrealized
Windstream Hldgs Inc Com Par 0.0%
Value ($000) $2 Shares 352 Est. Cost $5.68 Unrealized
California Resources Corp 0.0%
Value ($000) $1 Shares 19 Est. Cost $16.26 Unrealized
Dxc Technology Co 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
Frontier Communications Corp 0.0%
Value ($000) $0 Shares 68 Est. Cost $14.71 Unrealized
Freeport-McMoran Inc Cl B 0.0%
Value ($000) $0 Shares 4 Est. Cost $34.92 Unrealized
UUUU Energy Fuels Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.17 Unrealized -52.1%
Perspecta Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
NNN National Retail Properties Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $35.01 Unrealized
Senior Housing Properties Trus 0.0%
Value ($000) $0 Shares 26 Est. Cost $24.77 Unrealized
Micro Focus International PLC 0.0%
Value ($000) $0 Shares 20 Est. Cost $52.63 Unrealized