Bollard Group LLC Diversified Active

CIK: 0001556218 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 5, 2019

Total Value ($000): $2,267,465 (100.0% shares, 0.0% debt)

Holdings (268)

BSX Boston Scientific Corp 52.3%
Value ($000) $1,186,792 Shares 33,582,126 Est. Cost $12.92 Unrealized +180.7%
AMZN Amazon.com Inc 2.9%
Value ($000) $65,561 Shares 43,650 Est. Cost $47.55 Unrealized +74.8%
CARG Cargurus Inc Cl A 2.4%
Value ($000) $53,819 Shares 1,595,589 Est. Cost $29.87 Unrealized +34.2%
BA Boeing Co 2.0%
Value ($000) $44,775 Shares 138,837 Est. Cost $117.41 Unrealized +185.3%
EPD Enterprise Products Partners L 1.7%
Value ($000) $39,392 Shares 1,601,966 Est. Cost $37.42 Unrealized
LLY Lilly Eli & Co 1.7%
Value ($000) $39,314 Shares 339,735 Est. Cost $47.21 Unrealized +114.7%
Alibaba Group Holding Ltd Sp A 1.7%
Value ($000) $39,099 Shares 285,246 Est. Cost $141.98 Unrealized
Nextera Energy Inc 1.5%
Value ($000) $33,893 Shares 194,988 Est. Cost $98.92 Unrealized
Verizon Communications Inc 1.3%
Value ($000) $28,839 Shares 512,965 Est. Cost $49.81 Unrealized
MSFT Microsoft Corp 1.3%
Value ($000) $28,533 Shares 280,919 Est. Cost $55.06 Unrealized +81.6%
AEP American Electric Power Inc 1.2%
Value ($000) $28,173 Shares 376,941 Est. Cost $37.49 Unrealized +55.8%
Paypal Holdings Inc 1.2%
Value ($000) $27,564 Shares 327,795 Est. Cost $37.16 Unrealized
Magellan Midstream Partners LP 1.2%
Value ($000) $27,048 Shares 474,031 Est. Cost $64.48 Unrealized
Facebook Inc Cl A 1.1%
Value ($000) $25,978 Shares 198,166 Est. Cost $148.27 Unrealized
Alphabet Inc Cap Stock Cl C 1.0%
Value ($000) $22,932 Shares 22,143 Est. Cost $897.69 Unrealized
IT Gartner Inc 0.9%
Value ($000) $21,259 Shares 166,290 Est. Cost $90.72 Unrealized +59.0%
Enbridge Inc 0.9%
Value ($000) $19,927 Shares 641,153 Est. Cost $32.81 Unrealized
CAT Caterpillar Inc 0.8%
Value ($000) $18,337 Shares 144,309 Est. Cost $73.98 Unrealized +50.7%
AT&T Inc 0.8%
Value ($000) $18,164 Shares 636,434 Est. Cost $35.77 Unrealized
DE Deere & Co 0.7%
Value ($000) $15,247 Shares 102,215 Est. Cost $80.70 Unrealized +63.3%
Duke Energy Corp 0.7%
Value ($000) $15,106 Shares 175,042 Est. Cost $73.08 Unrealized
PEG Public Service Enterprise Grou 0.5%
Value ($000) $12,183 Shares 234,055 Est. Cost $26.67 Unrealized +58.6%
Southern Copper Corp 0.5%
Value ($000) $11,886 Shares 386,281 Est. Cost $29.80 Unrealized
PPL Corp 0.5%
Value ($000) $11,617 Shares 410,052 Est. Cost $31.47 Unrealized
BMY Bristol-Myers Squibb Co 0.5%
Value ($000) $11,467 Shares 220,600 Est. Cost $32.75 Unrealized +25.1%
BP BP PLC Sp ADR 0.5%
Value ($000) $10,622 Shares 280,103 Est. Cost $40.96 Unrealized
ABT Abbott Laboratories 0.5%
Value ($000) $10,446 Shares 144,420 Est. Cost $37.64 Unrealized +65.1%
SO Southern Co 0.4%
Value ($000) $9,827 Shares 223,745 Est. Cost $32.14 Unrealized +6.6%
USB US Bancorp Del 0.4%
Value ($000) $9,264 Shares 202,717 Est. Cost $27.74 Unrealized +38.0%
Altria Group Inc 0.4%
Value ($000) $9,089 Shares 184,028 Est. Cost $44.89 Unrealized
OKE Oneok Inc 0.4%
Value ($000) $8,797 Shares 163,056 Est. Cost $31.21 Unrealized +25.9%
Merck & Co Inc 0.4%
Value ($000) $8,670 Shares 113,461 Est. Cost $53.37 Unrealized
JPMorgan Chase & Co 0.3%
Value ($000) $7,785 Shares 79,751 Est. Cost $67.43 Unrealized
WY Weyerhaeuser Co 0.3%
Value ($000) $7,764 Shares 355,172 Est. Cost $19.36 Unrealized +3.9%
Mongodb Inc Cl A 0.3%
Value ($000) $7,572 Shares 90,425 Est. Cost $81.65 Unrealized
CVX Chevron Corp 0.3%
Value ($000) $7,518 Shares 69,109 Est. Cost $72.11 Unrealized +17.5%
Holly Energy Partners LP 0.3%
Value ($000) $7,260 Shares 254,195 Est. Cost $35.64 Unrealized
BCE Inc 0.3%
Value ($000) $6,612 Shares 167,262 Est. Cost $41.78 Unrealized
ConocoPhillips 0.3%
Value ($000) $6,480 Shares 103,926 Est. Cost $61.16 Unrealized
PAA Plains All American Pipeline L 0.3%
Value ($000) $6,480 Shares 323,361 Est. Cost $27.06 Unrealized
Royal Dutch Shell PLC Sp ADR A 0.3%
Value ($000) $6,476 Shares 111,138 Est. Cost $60.11 Unrealized
Nutrien Ltd 0.3%
Value ($000) $6,247 Shares 132,914 Est. Cost $48.27 Unrealized
Dowdupont Inc 0.3%
Value ($000) $6,082 Shares 113,733 Est. Cost $67.75 Unrealized
KKR & Co Inc Cl A 0.3%
Value ($000) $5,776 Shares 294,245 Est. Cost $26.86 Unrealized
HON Honeywell Intl Inc 0.3%
Value ($000) $5,775 Shares 43,710 Est. Cost $89.94 Unrealized +30.9%
EMR Emerson Electric Co 0.3%
Value ($000) $5,748 Shares 96,195 Est. Cost $49.39 Unrealized +15.4%
Kinder Morgan Inc 0.2%
Value ($000) $5,585 Shares 363,143 Est. Cost $17.61 Unrealized
FTS Fortis Inc 0.2%
Value ($000) $5,513 Shares 165,259 Est. Cost $22.37 Unrealized +14.9%
FE FirstEnergy Corp 0.2%
Value ($000) $5,427 Shares 144,525 Est. Cost $23.97 Unrealized +18.2%
MS Morgan Stanley 0.2%
Value ($000) $5,360 Shares 135,176 Est. Cost $27.61 Unrealized +26.8%
Walgreens Boots Alliance Inc 0.2%
Value ($000) $5,214 Shares 76,311 Est. Cost $76.59 Unrealized
PM Philip Morris Intl Inc 0.2%
Value ($000) $5,140 Shares 76,991 Est. Cost $54.65 Unrealized +4.8%
AJG Gallagher Arthur J & Co 0.2%
Value ($000) $5,067 Shares 68,745 Est. Cost $46.14 Unrealized +47.3%
SWK Stanley Black & Decker Inc 0.2%
Value ($000) $5,057 Shares 42,236 Est. Cost $59.68 Unrealized +70.1%
BAC Bank America Corp 0.2%
Value ($000) $4,934 Shares 200,253 Est. Cost $15.37 Unrealized +48.3%
IAC/InterActiveCorp 0.2%
Value ($000) $4,908 Shares 26,814 Est. Cost $63.18 Unrealized
Valero Energy Corp 0.2%
Value ($000) $4,899 Shares 65,352 Est. Cost $53.45 Unrealized
CLX Clorox Co 0.2%
Value ($000) $4,863 Shares 31,547 Est. Cost $71.83 Unrealized +76.1%
KO Coca-Cola Co 0.2%
Value ($000) $4,736 Shares 100,015 Est. Cost $31.17 Unrealized +23.2%
AAPL Apple Inc 0.2%
Value ($000) $4,415 Shares 27,987 Est. Cost $21.89 Unrealized +110.2%
CINF Cincinnati Financial Corp 0.2%
Value ($000) $4,295 Shares 55,483 Est. Cost $46.15 Unrealized +40.1%
TransCanada Corp 0.2%
Value ($000) $4,278 Shares 119,839 Est. Cost $41.06 Unrealized
Energy Transfer LP 0.2%
Value ($000) $4,208 Shares 318,544 Est. Cost $13.21 Unrealized
CL Colgate Palmolive Co 0.2%
Value ($000) $4,199 Shares 70,546 Est. Cost $52.17 Unrealized +1.4%
KMB Kimberly Clark Corp 0.2%
Value ($000) $4,023 Shares 35,304 Est. Cost $78.96 Unrealized +9.4%
RCI Rogers Communications Inc Cl B 0.2%
Value ($000) $4,020 Shares 78,428 Est. Cost $43.09 Unrealized +20.3%
PSX Phillips 66 0.2%
Value ($000) $3,796 Shares 44,058 Est. Cost $48.77 Unrealized +50.2%
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $3,605 Shares 38,704 Est. Cost $23.09 Unrealized +24.5%
PFE Pfizer Inc 0.2%
Value ($000) $3,588 Shares 82,192 Est. Cost $17.57 Unrealized +70.9%
PAYX Paychex Inc 0.2%
Value ($000) $3,540 Shares 54,342 Est. Cost $31.83 Unrealized +72.9%
RYN Rayonier Inc 0.2%
Value ($000) $3,514 Shares 126,903 Est. Cost $45.74 Unrealized
Livanova PLC 0.2%
Value ($000) $3,444 Shares 37,650 Est. Cost $51.92 Unrealized
Welltower Inc 0.1%
Value ($000) $3,388 Shares 48,807 Est. Cost $68.00 Unrealized
PG Procter And Gamble Co 0.1%
Value ($000) $3,345 Shares 36,385 Est. Cost $62.46 Unrealized +19.7%
Costco Wholesale Corp 0.1%
Value ($000) $3,340 Shares 16,395 Est. Cost $126.68 Unrealized
Twilio Inc Cl A 0.1%
Value ($000) $3,335 Shares 37,350 Est. Cost $89.25 Unrealized
PEP PepsiCo Inc 0.1%
Value ($000) $3,281 Shares 29,693 Est. Cost $60.45 Unrealized +50.0%
FDVV Fidelity Core Div ETF 0.1%
Value ($000) $3,209 Shares 117,616 Est. Cost $26.83 Unrealized
BNS Bank N S Halifax 0.1%
Value ($000) $3,197 Shares 64,101 Est. Cost $34.52 Unrealized +6.8%
Duke Realty Corp 0.1%
Value ($000) $3,033 Shares 117,090 Est. Cost $17.84 Unrealized
HAL Halliburton Co 0.1%
Value ($000) $2,939 Shares 110,583 Est. Cost $38.89 Unrealized -25.1%
OKTA Okta Inc Cl A 0.1%
Value ($000) $2,922 Shares 45,800 Est. Cost $59.27 Unrealized -0.0%
EWL iShares MSCI Switzerland ETF 0.1%
Value ($000) $2,869 Shares 91,030 Est. Cost $32.84 Unrealized
HCP Inc 0.1%
Value ($000) $2,843 Shares 101,784 Est. Cost $28.07 Unrealized
Shopify Inc Cl A 0.1%
Value ($000) $2,817 Shares 20,350 Est. Cost $139.68 Unrealized
Accenture PLC Ireland Class A 0.1%
Value ($000) $2,752 Shares 19,514 Est. Cost $84.74 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $2,573 Shares 18,615 Est. Cost $68.91 Unrealized +83.5%
DIS Disney Walt Co Disney 0.1%
Value ($000) $2,558 Shares 23,325 Est. Cost $67.68 Unrealized +61.2%
Blueprint Medicines Corp 0.1%
Value ($000) $2,550 Shares 47,300 Est. Cost $82.71 Unrealized
Goldman Sachs Group Inc 0.1%
Value ($000) $2,507 Shares 15,007 Est. Cost $168.44 Unrealized
Unilever PLC Sp ADR 0.1%
Value ($000) $2,495 Shares 47,749 Est. Cost $44.63 Unrealized
JNJ Johnson & Johnson 0.1%
Value ($000) $2,489 Shares 19,288 Est. Cost $94.52 Unrealized +20.8%
Westpac Banking Corp Sp ADR 0.1%
Value ($000) $2,365 Shares 135,388 Est. Cost $25.25 Unrealized
GPC Genuine Parts Co 0.1%
Value ($000) $2,350 Shares 24,475 Est. Cost $63.47 Unrealized +26.8%
Johnson Controls Intl PLC 0.1%
Value ($000) $2,313 Shares 78,022 Est. Cost $41.29 Unrealized
Smith & Nephew PLC Sp ADR 0.1%
Value ($000) $2,244 Shares 60,025 Est. Cost $34.95 Unrealized
United Technologies Corp 0.1%
Value ($000) $2,181 Shares 20,486 Est. Cost $101.91 Unrealized
Sailpoint Technlgies Holdings 0.1%
Value ($000) $2,178 Shares 92,700 Est. Cost $23.55 Unrealized
GlaxoSmithKline PLC Sp ADR 0.1%
Value ($000) $2,038 Shares 53,331 Est. Cost $39.07 Unrealized
LW Lamb Weston Holdings Inc 0.1%
Value ($000) $2,008 Shares 27,299 Est. Cost $31.96 Unrealized +115.0%
NVIDIA Corp 0.1%
Value ($000) $1,956 Shares 14,652 Est. Cost $231.57 Unrealized
NDAQ NASDAQ Inc 0.1%
Value ($000) $1,954 Shares 23,953 Est. Cost $11.25 Unrealized +127.5%
NiSource Inc 0.1%
Value ($000) $1,953 Shares 77,043 Est. Cost $31.24 Unrealized
LOW Lowes Cos Inc 0.1%
Value ($000) $1,942 Shares 21,022 Est. Cost $41.80 Unrealized +102.4%
BHP BHP Billiton Ltd Sp ADR 0.1%
Value ($000) $1,929 Shares 39,941 Est. Cost $46.33 Unrealized
Exxon Mobil Corp 0.1%
Value ($000) $1,921 Shares 28,176 Est. Cost $87.02 Unrealized
MPLX LP 0.1%
Value ($000) $1,913 Shares 63,122 Est. Cost $36.31 Unrealized
KEY KeyCorp 0.1%
Value ($000) $1,887 Shares 127,689 Est. Cost $7.60 Unrealized +64.6%
CAG Conagra Brands Inc 0.1%
Value ($000) $1,811 Shares 84,803 Est. Cost $18.22 Unrealized +33.5%
WFC Wells Fargo & Co 0.1%
Value ($000) $1,759 Shares 38,178 Est. Cost $36.81 Unrealized +14.2%
AZN AstraZeneca PLC Sp ADR 0.1%
Value ($000) $1,754 Shares 46,182 Est. Cost $44.85 Unrealized
3M Co 0.1%
Value ($000) $1,685 Shares 8,842 Est. Cost $162.58 Unrealized
BDX Becton Dickinson & Co 0.1%
Value ($000) $1,661 Shares 7,372 Est. Cost $181.37 Unrealized +14.8%
Unilever NV NY 0.1%
Value ($000) $1,560 Shares 28,993 Est. Cost $54.85 Unrealized
CRH PLC ADR 0.1%
Value ($000) $1,557 Shares 59,078 Est. Cost $25.80 Unrealized
INTC Intel Corp 0.1%
Value ($000) $1,554 Shares 33,122 Est. Cost $27.28 Unrealized +47.3%
ORANY Orange Sp ADR 0.1%
Value ($000) $1,524 Shares 94,129 Est. Cost $16.23 Unrealized
HSBC HSBC Holdings PLC Sp ADR 0.1%
Value ($000) $1,507 Shares 36,652 Est. Cost $42.98 Unrealized
Exelon Corp 0.1%
Value ($000) $1,482 Shares 32,857 Est. Cost $33.36 Unrealized
Comcast Corp Cl A 0.1%
Value ($000) $1,429 Shares 41,954 Est. Cost $47.67 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $1,421 Shares 17,193 Est. Cost $38.56 Unrealized +96.9%
MAS Masco Corp 0.1%
Value ($000) $1,266 Shares 43,297 Est. Cost $16.41 Unrealized +68.7%
CVS CVS Health Corp 0.1%
Value ($000) $1,212 Shares 18,494 Est. Cost $48.10 Unrealized +23.5%
Capital One Financial Corp 0.0%
Value ($000) $1,112 Shares 14,706 Est. Cost $78.26 Unrealized
Oracle Corp 0.0%
Value ($000) $1,108 Shares 24,532 Est. Cost $36.56 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $1,077 Shares 26,897 Est. Cost $26.48 Unrealized +35.1%
ROL Rollins Inc 0.0%
Value ($000) $1,043 Shares 28,903 Est. Cost $12.77 Unrealized +85.5%
LMT Lockheed Martin Corp 0.0%
Value ($000) $1,027 Shares 3,921 Est. Cost $80.75 Unrealized +209.7%
HD Home Depot Inc 0.0%
Value ($000) $1,003 Shares 5,839 Est. Cost $79.06 Unrealized +90.2%
PSO Pearson PLC Sp ADR 0.0%
Value ($000) $967 Shares 80,967 Est. Cost $10.53 Unrealized
Buckeye Partners LP 0.0%
Value ($000) $829 Shares 28,582 Est. Cost $36.20 Unrealized
Royal Dutch Shell PLC Sp ADR B 0.0%
Value ($000) $788 Shares 13,145 Est. Cost $62.20 Unrealized
Franklin Street Properties Cor 0.0%
Value ($000) $663 Shares 106,455 Est. Cost $10.53 Unrealized
Barclays PLC ADR 0.0%
Value ($000) $656 Shares 87,062 Est. Cost $12.36 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $612 Shares 16,971 Est. Cost $56.71 Unrealized -29.1%
HAS Hasbro Inc 0.0%
Value ($000) $598 Shares 7,362 Est. Cost $38.27 Unrealized +87.1%
UPS United Parcel Service Inc Cl B 0.0%
Value ($000) $590 Shares 6,048 Est. Cost $74.72 Unrealized +9.8%
FedEx Corp 0.0%
Value ($000) $578 Shares 3,583 Est. Cost $98.64 Unrealized
STAA Staar Surgical Co 0.0%
Value ($000) $574 Shares 18,000 Est. Cost $7.31 Unrealized +432.8%
NSC Norfolk Southern Corp 0.0%
Value ($000) $518 Shares 3,461 Est. Cost $62.57 Unrealized +127.5%
EOG Resources Inc 0.0%
Value ($000) $513 Shares 5,885 Est. Cost $138.88 Unrealized
Douglas Emmett Inc 0.0%
Value ($000) $502 Shares 14,701 Est. Cost $25.82 Unrealized
FLR Fluor Corp 0.0%
Value ($000) $473 Shares 14,686 Est. Cost $55.47 Unrealized -25.6%
MMLP Martin Midstream Partners LP 0.0%
Value ($000) $452 Shares 44,000 Est. Cost $17.04 Unrealized
RIO Rio Tinto PLC Sp ADR 0.0%
Value ($000) $438 Shares 9,037 Est. Cost $49.29 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $436 Shares 18,522 Est. Cost $12.91 Unrealized +53.8%
IP International Paper Co 0.0%
Value ($000) $424 Shares 10,494 Est. Cost $26.84 Unrealized +13.5%
TC Pipelines LP 0.0%
Value ($000) $421 Shares 13,107 Est. Cost $50.60 Unrealized
BTI British American Tobacco PLC S 0.0%
Value ($000) $390 Shares 12,256 Est. Cost $69.81 Unrealized
AbbVie Inc 0.0%
Value ($000) $366 Shares 3,966 Est. Cost $50.96 Unrealized
APD Air Prods & Chems Inc 0.0%
Value ($000) $351 Shares 2,195 Est. Cost $70.09 Unrealized +90.0%
GIS General Mills Inc 0.0%
Value ($000) $343 Shares 8,819 Est. Cost $37.49 Unrealized -12.1%
Medtronic PLC 0.0%
Value ($000) $340 Shares 3,737 Est. Cost $75.34 Unrealized
BKH Black Hills Corp 0.0%
Value ($000) $321 Shares 5,118 Est. Cost $30.13 Unrealized +58.3%
Stag Industrial Inc 0.0%
Value ($000) $276 Shares 11,088 Est. Cost $19.93 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.0%
Value ($000) $265 Shares 1,300 Est. Cost $166.34 Unrealized +25.6%
Marathon Petroleum Corp 0.0%
Value ($000) $264 Shares 4,469 Est. Cost $59.66 Unrealized
IWR iShares Rus Mid Cap ETF 0.0%
Value ($000) $262 Shares 5,646 Est. Cost $76.19 Unrealized
IGM iShares N America Tech ETF 0.0%
Value ($000) $251 Shares 1,464 Est. Cost $118.46 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $243 Shares 2,273 Est. Cost $121.27 Unrealized -6.5%
AmerisourceBergen Corp 0.0%
Value ($000) $223 Shares 3,002 Est. Cost $80.25 Unrealized
Noble Corp PLC USD 0.0%
Value ($000) $221 Shares 84,200 Est. Cost $3.71 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $220 Shares 4,835 Est. Cost $32.58 Unrealized +15.4%
General Electric Co 0.0%
Value ($000) $217 Shares 28,713 Est. Cost $21.05 Unrealized
Booking Holdings Inc 0.0%
Value ($000) $215 Shares 125 Est. Cost $2080.00 Unrealized
Topbuild Corp 0.0%
Value ($000) $206 Shares 4,570 Est. Cost $31.14 Unrealized
SPDR S&P 500 ETF Tr 0.0%
Value ($000) $200 Shares 800 Est. Cost $167.50 Unrealized
Select Sector SPDR Healthcare 0.0%
Value ($000) $199 Shares 2,304 Est. Cost $72.75 Unrealized
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $197 Shares 1,468 Est. Cost $120.29 Unrealized
Barrick Gold Corporation 0.0%
Value ($000) $195 Shares 14,394 Est. Cost $16.05 Unrealized
Antero Midstream Partners LP U 0.0%
Value ($000) $176 Shares 8,227 Est. Cost $25.78 Unrealized
Magenta Therapeutics Inc 0.0%
Value ($000) $171 Shares 30,000 Est. Cost $12.00 Unrealized
Chubb Limited 0.0%
Value ($000) $167 Shares 1,290 Est. Cost $119.93 Unrealized
INDB Independent Bank Corp MA 0.0%
Value ($000) $166 Shares 2,360 Est. Cost $25.86 Unrealized +139.8%
Hess Corp 0.0%
Value ($000) $166 Shares 4,096 Est. Cost $47.50 Unrealized
Deutsche Bank AG Namen AKT 0.0%
Value ($000) $159 Shares 19,500 Est. Cost $12.64 Unrealized
Resideo Technologies Inc 0.0%
Value ($000) $149 Shares 7,247 Est. Cost $20.56 Unrealized
IBM Intl Business Machines 0.0%
Value ($000) $148 Shares 1,303 Est. Cost $111.37 Unrealized -21.0%
Select Sector SPDR Utilities 0.0%
Value ($000) $143 Shares 2,710 Est. Cost $47.24 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $134 Shares 2,190 Est. Cost $57.50 Unrealized +3.5%
SYK Stryker Corp 0.0%
Value ($000) $133 Shares 846 Est. Cost $103.92 Unrealized +48.9%
Dominion Resources Inc VA New 0.0%
Value ($000) $116 Shares 1,618 Est. Cost $72.49 Unrealized
IBB iShares NASDAQ Biotec ETF 0.0%
Value ($000) $114 Shares 1,178 Est. Cost $154.85 Unrealized
AA Alcoa Corp 0.0%
Value ($000) $112 Shares 4,198 Est. Cost $29.85 Unrealized +7.6%
Select Sector SPDR Financial 0.0%
Value ($000) $108 Shares 4,544 Est. Cost $20.11 Unrealized
Diageo PLC Sp ADR 0.0%
Value ($000) $104 Shares 735 Est. Cost $116.91 Unrealized
NGG National Grid PLC Sp ADR Ne 0.0%
Value ($000) $100 Shares 2,074 Est. Cost $56.34 Unrealized
Targa Resources Corp 0.0%
Value ($000) $98 Shares 2,711 Est. Cost $32.23 Unrealized
Nabors Industries Ltd 0.0%
Value ($000) $89 Shares 44,405 Est. Cost $8.94 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $82 Shares 464 Est. Cost $94.54 Unrealized +58.8%
CPB Campbell Soup Co 0.0%
Value ($000) $81 Shares 2,446 Est. Cost $32.54 Unrealized -8.3%
Select Sector SPDR Energy 0.0%
Value ($000) $71 Shares 1,239 Est. Cost $78.21 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $70 Shares 1,236 Est. Cost $48.28 Unrealized +5.3%
Avanos Med Inc 0.0%
Value ($000) $69 Shares 1,533 Est. Cost $67.58 Unrealized
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $68 Shares 952 Est. Cost $49.37 Unrealized +38.3%
Salesforce.com Inc 0.0%
Value ($000) $68 Shares 500 Est. Cost $136.00 Unrealized
OLN Olin Corp 0.0%
Value ($000) $66 Shares 3,261 Est. Cost $15.35 Unrealized +13.6%
Select Sector SPDR Materials 0.0%
Value ($000) $63 Shares 1,253 Est. Cost $48.65 Unrealized
C Citigroup Inc 0.0%
Value ($000) $59 Shares 1,133 Est. Cost $35.87 Unrealized +37.6%
Select Sector SPDR Industrials 0.0%
Value ($000) $59 Shares 921 Est. Cost $57.89 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $57 Shares 300 Est. Cost $31.18 Unrealized 0.0%
VEA Vanguard Tax Mgd FTSE Dev Mkt 0.0%
Value ($000) $54 Shares 1,463 Est. Cost $38.98 Unrealized
GTX Garrett Motion Inc 0.0%
Value ($000) $53 Shares 4,260 Est. Cost $13.59 Unrealized 0.0%
KHC Kraft Heinz Co 0.0%
Value ($000) $53 Shares 1,227 Est. Cost $56.25 Unrealized -34.9%
Select Sector SPDR Consumer St 0.0%
Value ($000) $52 Shares 1,015 Est. Cost $53.57 Unrealized
Valvoline Inc 0.0%
Value ($000) $50 Shares 2,609 Est. Cost $23.87 Unrealized
Alphabet Inc Cap Stock Cl A 0.0%
Value ($000) $47 Shares 45 Est. Cost $777.78 Unrealized
Enlink Midstream Partners LP 0.0%
Value ($000) $46 Shares 4,204 Est. Cost $30.36 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $46 Shares 203 Est. Cost $117.35 Unrealized +96.2%
Pentair PLC 0.0%
Value ($000) $45 Shares 1,183 Est. Cost $51.85 Unrealized
MAT Mattel Inc 0.0%
Value ($000) $43 Shares 4,311 Est. Cost $38.31 Unrealized -65.4%
SPDR S&P Regl Banking 0.0%
Value ($000) $43 Shares 919 Est. Cost $41.56 Unrealized
CME Group Inc 0.0%
Value ($000) $38 Shares 202 Est. Cost $164.18 Unrealized
BURL Burlington Stores Inc 0.0%
Value ($000) $33 Shares 200 Est. Cost $159.56 Unrealized +1.2%
Verisk Analytics Inc 0.0%
Value ($000) $33 Shares 300 Est. Cost $110.00 Unrealized
Uniti Group Inc 0.0%
Value ($000) $33 Shares 2,112 Est. Cost $25.87 Unrealized
BK Bank New York Mellon Corp 0.0%
Value ($000) $32 Shares 674 Est. Cost $31.29 Unrealized +26.7%
Grubhub Inc 0.0%
Value ($000) $31 Shares 400 Est. Cost $137.50 Unrealized
Versum Materials Inc 0.0%
Value ($000) $29 Shares 1,039 Est. Cost $27.91 Unrealized
VEEV Veeva Systems Inc Cl A 0.0%
Value ($000) $27 Shares 300 Est. Cost $91.36 Unrealized 0.0%
EL Lauder Estee Cos Inc Cl A 0.0%
Value ($000) $25 Shares 196 Est. Cost $65.10 Unrealized +90.6%
Nordstrom Inc 0.0%
Value ($000) $25 Shares 543 Est. Cost $62.25 Unrealized
ODFL Old Dominion Freight Lines Inc 0.0%
Value ($000) $25 Shares 201 Est. Cost $47.96 Unrealized -10.6%
ROST Ross Stores Inc 0.0%
Value ($000) $25 Shares 301 Est. Cost $84.34 Unrealized 0.0%
SPDR S&P Mid Cap 400 ETF Tr 0.0%
Value ($000) $24 Shares 80 Est. Cost $225.00 Unrealized
DXCM DexCom Inc 0.0%
Value ($000) $24 Shares 200 Est. Cost $31.72 Unrealized 0.0%
Waste Management Inc 0.0%
Value ($000) $24 Shares 267 Est. Cost $62.99 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $24 Shares 200 Est. Cost $134.07 Unrealized 0.0%
Autohome Inc Sp ADR Rp Cl A 0.0%
Value ($000) $23 Shares 300 Est. Cost $76.67 Unrealized
Qualys Inc 0.0%
Value ($000) $22 Shares 300 Est. Cost $73.33 Unrealized
Adient PLC 0.0%
Value ($000) $21 Shares 1,411 Est. Cost $55.93 Unrealized
Select Sector SPDR Tr Real Est 0.0%
Value ($000) $20 Shares 658 Est. Cost $33.14 Unrealized
GAP Gap Inc 0.0%
Value ($000) $20 Shares 774 Est. Cost $18.66 Unrealized +11.1%
HEI Heico Corp 0.0%
Value ($000) $19 Shares 250 Est. Cost $72.64 Unrealized +14.8%
CPRT Copart Inc 0.0%
Value ($000) $19 Shares 400 Est. Cost $12.56 Unrealized -1.7%
PGR Progressive Corp Ohio 0.0%
Value ($000) $18 Shares 300 Est. Cost $52.48 Unrealized 0.0%
PNC PNC Financial Services Group I 0.0%
Value ($000) $17 Shares 149 Est. Cost $51.33 Unrealized +92.8%
AXP American Express Co 0.0%
Value ($000) $16 Shares 166 Est. Cost $62.53 Unrealized +52.0%
Neurocrine Biosciences Inc 0.0%
Value ($000) $14 Shares 200 Est. Cost $125.00 Unrealized
Xerox Corp 0.0%
Value ($000) $14 Shares 711 Est. Cost $28.10 Unrealized
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $12 Shares 199 Est. Cost $56.11 Unrealized
PLXS Plexus Corp 0.0%
Value ($000) $12 Shares 240 Est. Cost $49.47 Unrealized +13.8%
HollyFrontier Corp 0.0%
Value ($000) $10 Shares 202 Est. Cost $70.00 Unrealized
Steel Connect Inc 0.0%
Value ($000) $10 Shares 5,660 Est. Cost $2.12 Unrealized
Keurig Dr Pepper Inc 0.0%
Value ($000) $9 Shares 355 Est. Cost $22.66 Unrealized
Nvent Electric PLC 0.0%
Value ($000) $9 Shares 382 Est. Cost $26.32 Unrealized
McKesson Corp 0.0%
Value ($000) $9 Shares 82 Est. Cost $160.08 Unrealized
Vaneck Vectors ETF Tr Oil Serv 0.0%
Value ($000) $9 Shares 669 Est. Cost $28.31 Unrealized
WMB Williams Cos Inc 0.0%
Value ($000) $8 Shares 380 Est. Cost $19.37 Unrealized -13.5%
TELFY Telefonica SA Sp ADR 0.0%
Value ($000) $8 Shares 979 Est. Cost $11.26 Unrealized
Anheuser-Busch InBev SA NV Sp 0.0%
Value ($000) $8 Shares 122 Est. Cost $109.29 Unrealized
Advansix Inc 0.0%
Value ($000) $8 Shares 326 Est. Cost $22.11 Unrealized
iShares MSCI Jpn ETF 0.0%
Value ($000) $6 Shares 119 Est. Cost $52.17 Unrealized
CNDT Conduent Inc 0.0%
Value ($000) $6 Shares 530 Est. Cost $15.22 Unrealized +2.4%
Dell Technologies Inc Cl C 0.0%
Value ($000) $6 Shares 119 Est. Cost $50.42 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) $3 Shares 200 Est. Cost $20.00 Unrealized
Hp Inc 0.0%
Value ($000) $3 Shares 155 Est. Cost $13.61 Unrealized
Hewlett Packard Enterprise Co 0.0%
Value ($000) $2 Shares 148 Est. Cost $20.98 Unrealized
Windstream Hldgs Inc Com Par 0.0%
Value ($000) $1 Shares 352 Est. Cost $5.68 Unrealized
Dxc Technology Co 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
CVR Partners LP 0.0%
Value ($000) $1 Shares 424 Est. Cost $7.95 Unrealized
California Resources Corp 0.0%
Value ($000) $0 Shares 19 Est. Cost $16.26 Unrealized
Perspecta Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
Micro Focus International PLC 0.0%
Value ($000) $0 Shares 20 Est. Cost $52.63 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 -47.6%
Frontier Communications Corp 0.0%
Value ($000) $0 Shares 68 Est. Cost $14.71 Unrealized