Bollard Group LLC Diversified Active

CIK: 0001556218 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 10, 2019

Total Value ($000): $2,649,176 (100.0% shares, 0.0% debt)

Holdings (266)

BSX Boston Scientific Corp 48.7%
Value ($000) $1,288,882 Shares 33,582,126 Est. Cost $12.92 Unrealized +195.6%
AMZN Amazon.com Inc 3.0%
Value ($000) $80,098 Shares 44,980 Est. Cost $48.60 Unrealized +71.2%
BA Boeing Co 2.5%
Value ($000) $65,931 Shares 172,857 Est. Cost $168.14 Unrealized +123.1%
IT Gartner Inc 2.1%
Value ($000) $54,758 Shares 361,009 Est. Cost $116.65 Unrealized +19.0%
Alibaba Group Holding Ltd Sp A 2.0%
Value ($000) $53,320 Shares 292,246 Est. Cost $142.95 Unrealized
EPD Enterprise Products Partners L 1.8%
Value ($000) $47,479 Shares 1,631,584 Est. Cost $37.27 Unrealized
CARG Cargurus Inc Cl A 1.7%
Value ($000) $45,763 Shares 1,142,363 Est. Cost $29.87 Unrealized +31.0%
LLY Lilly Eli & Co 1.7%
Value ($000) $44,250 Shares 341,014 Est. Cost $47.21 Unrealized +135.0%
Nextera Energy Inc 1.4%
Value ($000) $37,917 Shares 196,135 Est. Cost $98.92 Unrealized
Paypal Holdings Inc 1.3%
Value ($000) $34,962 Shares 336,695 Est. Cost $38.92 Unrealized
MSFT Microsoft Corp 1.3%
Value ($000) $34,341 Shares 291,176 Est. Cost $56.72 Unrealized +80.3%
Facebook Inc Cl A 1.3%
Value ($000) $33,366 Shares 200,166 Est. Cost $148.46 Unrealized
AEP American Electric Power Inc 1.2%
Value ($000) $32,640 Shares 389,727 Est. Cost $38.31 Unrealized +63.0%
Verizon Communications Inc 1.2%
Value ($000) $31,346 Shares 530,121 Est. Cost $50.11 Unrealized
Magellan Midstream Partners LP 1.1%
Value ($000) $29,717 Shares 490,129 Est. Cost $64.36 Unrealized
Alphabet Inc Cap Stock Cl C 1.1%
Value ($000) $28,679 Shares 24,443 Est. Cost $923.63 Unrealized
Enbridge Inc 0.9%
Value ($000) $23,460 Shares 646,991 Est. Cost $32.81 Unrealized
AT&T Inc 0.8%
Value ($000) $20,725 Shares 660,871 Est. Cost $35.61 Unrealized
CAT Caterpillar Inc 0.8%
Value ($000) $20,404 Shares 150,594 Est. Cost $75.68 Unrealized +51.4%
Southern Copper Corp 0.7%
Value ($000) $17,610 Shares 443,793 Est. Cost $31.08 Unrealized
DE Deere & Co 0.7%
Value ($000) $17,574 Shares 109,947 Est. Cost $85.19 Unrealized +69.6%
Duke Energy Corp 0.6%
Value ($000) $16,718 Shares 185,761 Est. Cost $74.06 Unrealized
PEG Public Service Enterprise Grou 0.6%
Value ($000) $14,906 Shares 250,899 Est. Cost $27.85 Unrealized +59.0%
Mongodb Inc Cl A 0.6%
Value ($000) $14,838 Shares 100,925 Est. Cost $88.45 Unrealized
PPL Corp 0.5%
Value ($000) $14,188 Shares 447,013 Est. Cost $31.49 Unrealized
SO Southern Co 0.5%
Value ($000) $12,761 Shares 246,925 Est. Cost $32.63 Unrealized +14.7%
BP BP PLC Sp ADR 0.5%
Value ($000) $12,754 Shares 291,711 Est. Cost $41.07 Unrealized
ABT Abbott Laboratories 0.5%
Value ($000) $12,582 Shares 157,395 Est. Cost $39.98 Unrealized +65.3%
BMY Bristol-Myers Squibb Co 0.4%
Value ($000) $11,849 Shares 248,345 Est. Cost $33.37 Unrealized +14.8%
OKE Oneok Inc 0.4%
Value ($000) $11,520 Shares 164,950 Est. Cost $31.33 Unrealized +32.9%
WY Weyerhaeuser Co 0.4%
Value ($000) $11,220 Shares 425,974 Est. Cost $19.35 Unrealized -0.3%
USB US Bancorp Del 0.4%
Value ($000) $10,997 Shares 228,198 Est. Cost $28.84 Unrealized +30.4%
Altria Group Inc 0.4%
Value ($000) $10,728 Shares 186,806 Est. Cost $45.08 Unrealized
Merck & Co Inc 0.4%
Value ($000) $10,611 Shares 127,586 Est. Cost $56.67 Unrealized
JPMorgan Chase & Co 0.4%
Value ($000) $9,319 Shares 92,056 Est. Cost $71.95 Unrealized
PAA Plains All American Pipeline L 0.3%
Value ($000) $9,082 Shares 370,548 Est. Cost $26.73 Unrealized
CVX Chevron Corp 0.3%
Value ($000) $8,979 Shares 72,896 Est. Cost $72.91 Unrealized +20.0%
BCE Inc 0.3%
Value ($000) $8,851 Shares 199,390 Est. Cost $42.20 Unrealized
Kinder Morgan Inc 0.3%
Value ($000) $8,439 Shares 421,755 Est. Cost $17.95 Unrealized
HON Honeywell Intl Inc 0.3%
Value ($000) $8,390 Shares 52,791 Est. Cost $95.31 Unrealized +27.1%
Nutrien Ltd 0.3%
Value ($000) $8,346 Shares 158,182 Est. Cost $48.98 Unrealized
EMR Emerson Electric Co 0.3%
Value ($000) $8,062 Shares 117,741 Est. Cost $50.61 Unrealized +10.7%
Royal Dutch Shell PLC Sp ADR A 0.3%
Value ($000) $7,802 Shares 124,647 Est. Cost $60.38 Unrealized
ConocoPhillips 0.3%
Value ($000) $7,711 Shares 115,539 Est. Cost $61.72 Unrealized
Holly Energy Partners LP 0.3%
Value ($000) $7,466 Shares 276,623 Est. Cost $34.94 Unrealized
RYN Rayonier Inc 0.3%
Value ($000) $7,368 Shares 233,760 Est. Cost $39.24 Unrealized
PM Philip Morris Intl Inc 0.3%
Value ($000) $7,355 Shares 83,206 Est. Cost $54.76 Unrealized +2.4%
WMT Wal-Mart Stores Inc 0.3%
Value ($000) $7,258 Shares 74,413 Est. Cost $26.04 Unrealized +12.3%
Dowdupont Inc 0.3%
Value ($000) $7,198 Shares 135,015 Est. Cost $65.48 Unrealized
MS Morgan Stanley 0.3%
Value ($000) $7,041 Shares 166,858 Est. Cost $28.82 Unrealized +18.0%
FE FirstEnergy Corp 0.3%
Value ($000) $7,014 Shares 168,574 Est. Cost $24.83 Unrealized +20.9%
KKR & Co Inc Cl A 0.3%
Value ($000) $6,950 Shares 295,870 Est. Cost $26.86 Unrealized
AJG Gallagher Arthur J & Co 0.3%
Value ($000) $6,914 Shares 88,525 Est. Cost $51.60 Unrealized +36.7%
BAC Bank America Corp 0.3%
Value ($000) $6,635 Shares 240,497 Est. Cost $16.80 Unrealized +42.2%
CL Colgate Palmolive Co 0.2%
Value ($000) $6,395 Shares 93,298 Est. Cost $52.85 Unrealized +4.0%
KMB Kimberly Clark Corp 0.2%
Value ($000) $6,231 Shares 50,289 Est. Cost $82.64 Unrealized +10.5%
JNJ Johnson & Johnson 0.2%
Value ($000) $6,211 Shares 44,430 Est. Cost $103.47 Unrealized +6.6%
KO Coca-Cola Co 0.2%
Value ($000) $6,210 Shares 132,515 Est. Cost $32.79 Unrealized +15.2%
FTS Fortis Inc 0.2%
Value ($000) $6,149 Shares 166,235 Est. Cost $22.37 Unrealized +22.4%
CINF Cincinnati Financial Corp 0.2%
Value ($000) $6,074 Shares 70,711 Est. Cost $51.09 Unrealized +35.2%
Twilio Inc Cl A 0.2%
Value ($000) $5,962 Shares 46,150 Est. Cost $96.86 Unrealized
BHP BHP Billiton Ltd Sp ADR 0.2%
Value ($000) $5,897 Shares 107,874 Est. Cost $51.58 Unrealized
Energy Transfer LP 0.2%
Value ($000) $5,860 Shares 381,262 Est. Cost $13.57 Unrealized
3M Co 0.2%
Value ($000) $5,817 Shares 27,995 Est. Cost $193.51 Unrealized
SWK Stanley Black & Decker Inc 0.2%
Value ($000) $5,779 Shares 42,441 Est. Cost $59.68 Unrealized +78.7%
Valero Energy Corp 0.2%
Value ($000) $5,747 Shares 67,751 Est. Cost $54.56 Unrealized
IAC/InterActiveCorp 0.2%
Value ($000) $5,634 Shares 26,814 Est. Cost $63.18 Unrealized
RCI Rogers Communications Inc Cl B 0.2%
Value ($000) $5,584 Shares 103,745 Est. Cost $45.73 Unrealized +17.9%
TransCanada Corp 0.2%
Value ($000) $5,417 Shares 120,543 Est. Cost $41.06 Unrealized
Shopify Inc Cl A 0.2%
Value ($000) $5,403 Shares 26,150 Est. Cost $154.53 Unrealized
AAPL Apple Inc 0.2%
Value ($000) $5,244 Shares 27,608 Est. Cost $21.89 Unrealized +84.7%
CLX Clorox Co 0.2%
Value ($000) $5,092 Shares 31,734 Est. Cost $71.83 Unrealized +76.6%
HCP Inc 0.2%
Value ($000) $4,950 Shares 158,135 Est. Cost $29.22 Unrealized
BNS Bank N S Halifax 0.2%
Value ($000) $4,888 Shares 91,751 Est. Cost $35.54 Unrealized +6.6%
Walgreens Boots Alliance Inc 0.2%
Value ($000) $4,858 Shares 76,779 Est. Cost $76.59 Unrealized
OKTA Okta Inc Cl A 0.2%
Value ($000) $4,807 Shares 58,100 Est. Cost $63.48 Unrealized +24.7%
PSX Phillips 66 0.2%
Value ($000) $4,597 Shares 48,300 Est. Cost $50.81 Unrealized +41.6%
PAYX Paychex Inc 0.2%
Value ($000) $4,388 Shares 54,719 Est. Cost $31.83 Unrealized +89.9%
HAL Halliburton Co 0.2%
Value ($000) $4,113 Shares 140,379 Est. Cost $36.21 Unrealized -27.5%
Costco Wholesale Corp 0.1%
Value ($000) $3,970 Shares 16,395 Est. Cost $126.68 Unrealized
Welltower Inc 0.1%
Value ($000) $3,829 Shares 49,336 Est. Cost $68.10 Unrealized
PG Procter And Gamble Co 0.1%
Value ($000) $3,811 Shares 36,629 Est. Cost $62.46 Unrealized +31.4%
Blueprint Medicines Corp 0.1%
Value ($000) $3,786 Shares 47,300 Est. Cost $82.71 Unrealized
Livanova PLC 0.1%
Value ($000) $3,661 Shares 37,650 Est. Cost $51.92 Unrealized
Unilever NV NY 0.1%
Value ($000) $3,653 Shares 62,665 Est. Cost $56.70 Unrealized
PEP PepsiCo Inc 0.1%
Value ($000) $3,649 Shares 29,772 Est. Cost $60.45 Unrealized +52.9%
Sailpoint Technlgies Holdings 0.1%
Value ($000) $3,610 Shares 125,700 Est. Cost $24.91 Unrealized
Duke Realty Corp 0.1%
Value ($000) $3,604 Shares 117,871 Est. Cost $17.84 Unrealized
FDVV Fidelity Core Div ETF 0.1%
Value ($000) $3,567 Shares 119,054 Est. Cost $26.87 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $3,513 Shares 82,709 Est. Cost $17.57 Unrealized +66.4%
Accenture PLC Ireland Class A 0.1%
Value ($000) $3,435 Shares 19,514 Est. Cost $84.74 Unrealized
EWL iShares MSCI Switzerland ETF 0.1%
Value ($000) $3,220 Shares 91,030 Est. Cost $32.84 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $3,124 Shares 18,682 Est. Cost $68.91 Unrealized +100.4%
Johnson Controls Intl PLC 0.1%
Value ($000) $2,894 Shares 78,352 Est. Cost $41.29 Unrealized
Goldman Sachs Group Inc 0.1%
Value ($000) $2,893 Shares 15,067 Est. Cost $168.44 Unrealized
MPLX LP 0.1%
Value ($000) $2,855 Shares 86,807 Est. Cost $35.38 Unrealized
Unilever PLC Sp ADR 0.1%
Value ($000) $2,777 Shares 48,117 Est. Cost $44.63 Unrealized
GPC Genuine Parts Co 0.1%
Value ($000) $2,762 Shares 24,658 Est. Cost $63.47 Unrealized +33.5%
United Technologies Corp 0.1%
Value ($000) $2,642 Shares 20,495 Est. Cost $101.91 Unrealized
DIS Disney Walt Co Disney 0.1%
Value ($000) $2,592 Shares 23,344 Est. Cost $67.68 Unrealized +59.4%
Westpac Banking Corp Sp ADR 0.1%
Value ($000) $2,449 Shares 132,376 Est. Cost $25.25 Unrealized
Smith & Nephew PLC Sp ADR 0.1%
Value ($000) $2,408 Shares 60,025 Est. Cost $34.95 Unrealized
CAG Conagra Brands Inc 0.1%
Value ($000) $2,373 Shares 85,535 Est. Cost $18.22 Unrealized -4.5%
LOW Lowes Cos Inc 0.1%
Value ($000) $2,312 Shares 21,124 Est. Cost $41.80 Unrealized +110.7%
Exxon Mobil Corp 0.1%
Value ($000) $2,279 Shares 28,212 Est. Cost $87.02 Unrealized
GlaxoSmithKline PLC Sp ADR 0.1%
Value ($000) $2,256 Shares 53,984 Est. Cost $39.11 Unrealized
NiSource Inc 0.1%
Value ($000) $2,223 Shares 77,548 Est. Cost $31.24 Unrealized
NDAQ NASDAQ Inc 0.1%
Value ($000) $2,096 Shares 23,953 Est. Cost $11.25 Unrealized +128.6%
Buckeye Partners LP 0.1%
Value ($000) $2,068 Shares 60,778 Est. Cost $35.05 Unrealized
LW Lamb Weston Holdings Inc 0.1%
Value ($000) $2,046 Shares 27,300 Est. Cost $31.96 Unrealized +99.4%
KEY KeyCorp 0.1%
Value ($000) $1,964 Shares 124,730 Est. Cost $7.60 Unrealized +57.5%
AZN AstraZeneca PLC Sp ADR 0.1%
Value ($000) $1,908 Shares 47,188 Est. Cost $44.75 Unrealized
WFC Wells Fargo & Co 0.1%
Value ($000) $1,857 Shares 38,427 Est. Cost $36.81 Unrealized +10.7%
BDX Becton Dickinson & Co 0.1%
Value ($000) $1,841 Shares 7,373 Est. Cost $181.37 Unrealized +17.3%
CRH PLC ADR 0.1%
Value ($000) $1,831 Shares 59,078 Est. Cost $25.80 Unrealized
INTC Intel Corp 0.1%
Value ($000) $1,789 Shares 33,312 Est. Cost $27.28 Unrealized +60.6%
MAS Masco Corp 0.1%
Value ($000) $1,708 Shares 43,441 Est. Cost $16.41 Unrealized +94.4%
Comcast Corp Cl A 0.1%
Value ($000) $1,686 Shares 42,175 Est. Cost $47.67 Unrealized
Exelon Corp 0.1%
Value ($000) $1,659 Shares 33,094 Est. Cost $33.36 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $1,628 Shares 17,290 Est. Cost $38.56 Unrealized +99.4%
ORANY Orange Sp ADR 0.1%
Value ($000) $1,534 Shares 94,129 Est. Cost $16.23 Unrealized
HSBC HSBC Holdings PLC Sp ADR 0.1%
Value ($000) $1,487 Shares 36,652 Est. Cost $42.98 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $1,343 Shares 26,912 Est. Cost $26.48 Unrealized +46.4%
Oracle Corp 0.0%
Value ($000) $1,323 Shares 24,625 Est. Cost $36.56 Unrealized
ROL Rollins Inc 0.0%
Value ($000) $1,206 Shares 28,978 Est. Cost $12.77 Unrealized +87.2%
Capital One Financial Corp 0.0%
Value ($000) $1,201 Shares 14,706 Est. Cost $78.26 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $1,177 Shares 3,921 Est. Cost $80.75 Unrealized +201.7%
HD Home Depot Inc 0.0%
Value ($000) $1,124 Shares 5,855 Est. Cost $79.06 Unrealized +95.7%
Elanco Animal Health Inc 0.0%
Value ($000) $1,019 Shares 31,771 Est. Cost $32.07 Unrealized
CVS CVS Health Corp 0.0%
Value ($000) $998 Shares 18,515 Est. Cost $48.10 Unrealized +2.9%
PSO Pearson PLC Sp ADR 0.0%
Value ($000) $889 Shares 80,967 Est. Cost $10.53 Unrealized
Royal Dutch Shell PLC Sp ADR B 0.0%
Value ($000) $853 Shares 13,336 Est. Cost $62.23 Unrealized
Franklin Street Properties Cor 0.0%
Value ($000) $775 Shares 107,754 Est. Cost $10.49 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $740 Shares 16,981 Est. Cost $56.71 Unrealized -37.0%
Barclays PLC ADR 0.0%
Value ($000) $696 Shares 87,062 Est. Cost $12.36 Unrealized
UPS United Parcel Service Inc Cl B 0.0%
Value ($000) $682 Shares 6,103 Est. Cost $74.72 Unrealized +8.4%
FedEx Corp 0.0%
Value ($000) $652 Shares 3,592 Est. Cost $98.64 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $647 Shares 3,461 Est. Cost $62.57 Unrealized +140.5%
HAS Hasbro Inc 0.0%
Value ($000) $630 Shares 7,414 Est. Cost $38.27 Unrealized +76.4%
STAA Staar Surgical Co 0.0%
Value ($000) $615 Shares 18,000 Est. Cost $7.31 Unrealized +383.8%
Douglas Emmett Inc 0.0%
Value ($000) $597 Shares 14,779 Est. Cost $25.82 Unrealized
EOG Resources Inc 0.0%
Value ($000) $560 Shares 5,885 Est. Cost $138.88 Unrealized
MMLP Martin Midstream Partners LP 0.0%
Value ($000) $548 Shares 44,000 Est. Cost $17.04 Unrealized
FLR Fluor Corp 0.0%
Value ($000) $541 Shares 14,693 Est. Cost $55.47 Unrealized -36.6%
RIO Rio Tinto PLC Sp ADR 0.0%
Value ($000) $532 Shares 9,037 Est. Cost $49.29 Unrealized
BTI British American Tobacco PLC S 0.0%
Value ($000) $513 Shares 12,289 Est. Cost $69.81 Unrealized
Magenta Therapeutics Inc 0.0%
Value ($000) $494 Shares 30,000 Est. Cost $12.00 Unrealized
TC Pipelines LP 0.0%
Value ($000) $493 Shares 13,186 Est. Cost $50.60 Unrealized
IP International Paper Co 0.0%
Value ($000) $491 Shares 10,606 Est. Cost $26.89 Unrealized +18.2%
FITB Fifth Third Bancorp 0.0%
Value ($000) $471 Shares 18,683 Est. Cost $12.91 Unrealized +57.2%
GIS General Mills Inc 0.0%
Value ($000) $460 Shares 8,889 Est. Cost $37.49 Unrealized -4.6%
APD Air Prods & Chems Inc 0.0%
Value ($000) $422 Shares 2,209 Est. Cost $70.09 Unrealized +107.8%
BKH Black Hills Corp 0.0%
Value ($000) $379 Shares 5,118 Est. Cost $30.13 Unrealized +74.8%
NVIDIA Corp 0.0%
Value ($000) $364 Shares 2,025 Est. Cost $231.57 Unrealized
Medtronic PLC 0.0%
Value ($000) $342 Shares 3,750 Est. Cost $75.34 Unrealized
Stag Industrial Inc 0.0%
Value ($000) $329 Shares 11,088 Est. Cost $19.93 Unrealized
AbbVie Inc 0.0%
Value ($000) $322 Shares 3,993 Est. Cost $50.96 Unrealized
DOCU Docusign Inc 0.0%
Value ($000) $313 Shares 6,029 Est. Cost $51.03 Unrealized 0.0%
IWR iShares Rus Mid Cap ETF 0.0%
Value ($000) $306 Shares 5,665 Est. Cost $76.19 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $304 Shares 2,291 Est. Cost $121.27 Unrealized +8.9%
IGM iShares N America Tech ETF 0.0%
Value ($000) $302 Shares 1,466 Est. Cost $118.46 Unrealized
Topbuild Corp 0.0%
Value ($000) $296 Shares 4,570 Est. Cost $31.14 Unrealized
General Electric Co 0.0%
Value ($000) $287 Shares 28,723 Est. Cost $21.05 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.0%
Value ($000) $261 Shares 1,300 Est. Cost $166.34 Unrealized +21.4%
Marathon Petroleum Corp 0.0%
Value ($000) $255 Shares 4,268 Est. Cost $59.66 Unrealized
Hess Corp 0.0%
Value ($000) $248 Shares 4,112 Est. Cost $47.50 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $243 Shares 4,861 Est. Cost $32.58 Unrealized +25.8%
Noble Corp PLC USD 0.0%
Value ($000) $242 Shares 84,200 Est. Cost $3.71 Unrealized
AmerisourceBergen Corp 0.0%
Value ($000) $240 Shares 3,016 Est. Cost $80.25 Unrealized
SPDR S&P 500 ETF Tr 0.0%
Value ($000) $226 Shares 800 Est. Cost $167.50 Unrealized
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $225 Shares 1,472 Est. Cost $120.29 Unrealized
Antero Midstream Corp 0.0%
Value ($000) $219 Shares 15,869 Est. Cost $13.80 Unrealized
Booking Holdings Inc 0.0%
Value ($000) $218 Shares 125 Est. Cost $2080.00 Unrealized
Select Sector SPDR Healthcare 0.0%
Value ($000) $212 Shares 2,313 Est. Cost $72.75 Unrealized
Barrick Gold Corporation 0.0%
Value ($000) $198 Shares 14,457 Est. Cost $16.05 Unrealized
INDB Independent Bank Corp MA 0.0%
Value ($000) $191 Shares 2,360 Est. Cost $25.86 Unrealized +146.5%
IBM Intl Business Machines 0.0%
Value ($000) $185 Shares 1,309 Est. Cost $111.37 Unrealized -15.0%
Chubb Limited 0.0%
Value ($000) $181 Shares 1,290 Est. Cost $119.93 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $168 Shares 848 Est. Cost $103.92 Unrealized +60.8%
Select Sector SPDR Utilities 0.0%
Value ($000) $159 Shares 2,731 Est. Cost $47.24 Unrealized
Deutsche Bank AG Namen AKT 0.0%
Value ($000) $158 Shares 19,500 Est. Cost $12.64 Unrealized
Nabors Industries Ltd 0.0%
Value ($000) $153 Shares 44,531 Est. Cost $8.94 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $145 Shares 2,196 Est. Cost $57.50 Unrealized -1.8%
Resideo Technologies Inc 0.0%
Value ($000) $140 Shares 7,247 Est. Cost $20.56 Unrealized
IBB iShares NASDAQ Biotec ETF 0.0%
Value ($000) $132 Shares 1,178 Est. Cost $154.85 Unrealized
Dominion Resources Inc VA New 0.0%
Value ($000) $125 Shares 1,635 Est. Cost $72.53 Unrealized
Diageo PLC Sp ADR 0.0%
Value ($000) $120 Shares 735 Est. Cost $116.91 Unrealized
AA Alcoa Corp 0.0%
Value ($000) $118 Shares 4,198 Est. Cost $29.85 Unrealized -8.5%
Select Sector SPDR Financial 0.0%
Value ($000) $117 Shares 4,567 Est. Cost $20.11 Unrealized
Targa Resources Corp 0.0%
Value ($000) $114 Shares 2,747 Est. Cost $32.35 Unrealized
CPB Campbell Soup Co 0.0%
Value ($000) $94 Shares 2,457 Est. Cost $32.54 Unrealized -13.5%
MCD McDonalds Corp 0.0%
Value ($000) $89 Shares 467 Est. Cost $94.54 Unrealized +63.5%
Select Sector SPDR Energy 0.0%
Value ($000) $83 Shares 1,249 Est. Cost $78.21 Unrealized
Salesforce.com Inc 0.0%
Value ($000) $79 Shares 500 Est. Cost $136.00 Unrealized
OLN Olin Corp 0.0%
Value ($000) $75 Shares 3,261 Est. Cost $15.35 Unrealized +28.5%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $75 Shares 955 Est. Cost $49.37 Unrealized +38.6%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $73 Shares 300 Est. Cost $31.18 Unrealized +19.0%
C Citigroup Inc 0.0%
Value ($000) $71 Shares 1,141 Est. Cost $35.87 Unrealized +36.0%
QCOM Qualcomm Inc 0.0%
Value ($000) $71 Shares 1,249 Est. Cost $48.26 Unrealized -5.2%
Select Sector SPDR Materials 0.0%
Value ($000) $70 Shares 1,259 Est. Cost $48.65 Unrealized
Select Sector SPDR Industrials 0.0%
Value ($000) $69 Shares 926 Est. Cost $57.89 Unrealized
Avanos Med Inc 0.0%
Value ($000) $65 Shares 1,533 Est. Cost $67.58 Unrealized
GTX Garrett Motion Inc 0.0%
Value ($000) $63 Shares 4,260 Est. Cost $13.59 Unrealized +10.9%
Enlink Midstream LLC Unit Rep 0.0%
Value ($000) $62 Shares 4,836 Est. Cost $12.82 Unrealized
VEA Vanguard Tax Mgd FTSE Dev Mkt 0.0%
Value ($000) $60 Shares 1,463 Est. Cost $38.98 Unrealized
Select Sector SPDR Consumer St 0.0%
Value ($000) $57 Shares 1,021 Est. Cost $53.57 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $56 Shares 204 Est. Cost $117.35 Unrealized +108.3%
MAT Mattel Inc 0.0%
Value ($000) $56 Shares 4,311 Est. Cost $38.31 Unrealized -65.1%
Pentair PLC 0.0%
Value ($000) $53 Shares 1,183 Est. Cost $51.85 Unrealized
Alphabet Inc Cap Stock Cl A 0.0%
Value ($000) $53 Shares 45 Est. Cost $777.78 Unrealized
Versum Materials Inc 0.0%
Value ($000) $52 Shares 1,039 Est. Cost $27.91 Unrealized
Valvoline Inc 0.0%
Value ($000) $49 Shares 2,624 Est. Cost $23.87 Unrealized
SPDR S&P Regl Banking 0.0%
Value ($000) $47 Shares 924 Est. Cost $41.56 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $41 Shares 1,242 Est. Cost $55.92 Unrealized -48.0%
Verisk Analytics Inc 0.0%
Value ($000) $40 Shares 301 Est. Cost $110.00 Unrealized
VEEV Veeva Systems Inc Cl A 0.0%
Value ($000) $38 Shares 300 Est. Cost $91.36 Unrealized +23.5%
BK Bank New York Mellon Corp 0.0%
Value ($000) $34 Shares 678 Est. Cost $31.29 Unrealized +35.3%
CME Group Inc 0.0%
Value ($000) $34 Shares 205 Est. Cost $164.20 Unrealized
EL Lauder Estee Cos Inc Cl A 0.0%
Value ($000) $33 Shares 196 Est. Cost $65.10 Unrealized +106.7%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $33 Shares 200 Est. Cost $134.07 Unrealized +8.9%
ODFL Old Dominion Freight Lines Inc 0.0%
Value ($000) $29 Shares 201 Est. Cost $47.96 Unrealized -5.6%
Globant SA 0.0%
Value ($000) $29 Shares 400 Est. Cost $72.50 Unrealized
Waste Management Inc 0.0%
Value ($000) $28 Shares 268 Est. Cost $62.99 Unrealized
ROST Ross Stores Inc 0.0%
Value ($000) $28 Shares 302 Est. Cost $84.34 Unrealized +1.6%
SPDR S&P Mid Cap 400 ETF Tr 0.0%
Value ($000) $28 Shares 80 Est. Cost $225.00 Unrealized
Select Sector SPDR Tr Real Est 0.0%
Value ($000) $24 Shares 661 Est. Cost $33.14 Unrealized
DXCM DexCom Inc 0.0%
Value ($000) $24 Shares 200 Est. Cost $31.72 Unrealized +10.8%
Uniti Group Inc 0.0%
Value ($000) $24 Shares 2,112 Est. Cost $25.87 Unrealized
Nordstrom Inc 0.0%
Value ($000) $24 Shares 548 Est. Cost $62.25 Unrealized
Xerox Corp 0.0%
Value ($000) $23 Shares 718 Est. Cost $28.10 Unrealized
PGR Progressive Corp Ohio 0.0%
Value ($000) $22 Shares 311 Est. Cost $52.58 Unrealized +5.5%
GAP Gap Inc 0.0%
Value ($000) $20 Shares 781 Est. Cost $18.66 Unrealized +7.3%
Adient PLC 0.0%
Value ($000) $18 Shares 1,411 Est. Cost $55.93 Unrealized
PNC PNC Financial Services Group I 0.0%
Value ($000) $18 Shares 149 Est. Cost $51.33 Unrealized +88.6%
AXP American Express Co 0.0%
Value ($000) $18 Shares 166 Est. Cost $62.53 Unrealized +53.3%
PLXS Plexus Corp 0.0%
Value ($000) $15 Shares 240 Est. Cost $49.47 Unrealized +16.7%
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $13 Shares 199 Est. Cost $56.11 Unrealized
Vaneck Vectors ETF Tr Oil Serv 0.0%
Value ($000) $12 Shares 669 Est. Cost $28.31 Unrealized
WMB Williams Cos Inc 0.0%
Value ($000) $11 Shares 385 Est. Cost $19.35 Unrealized -5.7%
Steel Connect Inc 0.0%
Value ($000) $11 Shares 5,660 Est. Cost $2.12 Unrealized
Nvent Electric PLC 0.0%
Value ($000) $10 Shares 382 Est. Cost $26.32 Unrealized
McKesson Corp 0.0%
Value ($000) $10 Shares 83 Est. Cost $159.61 Unrealized
HollyFrontier Corp 0.0%
Value ($000) $10 Shares 203 Est. Cost $70.00 Unrealized
Keurig Dr Pepper Inc 0.0%
Value ($000) $10 Shares 357 Est. Cost $22.66 Unrealized
WAB Wabtec Corp 0.0%
Value ($000) $10 Shares 136 Est. Cost $69.17 Unrealized 0.0%
Anheuser-Busch InBev SA NV Sp 0.0%
Value ($000) $10 Shares 122 Est. Cost $109.29 Unrealized
Advansix Inc 0.0%
Value ($000) $9 Shares 326 Est. Cost $22.11 Unrealized
TELFY Telefonica SA Sp ADR 0.0%
Value ($000) $8 Shares 998 Est. Cost $11.20 Unrealized
Dell Technologies Inc Cl C 0.0%
Value ($000) $7 Shares 119 Est. Cost $50.42 Unrealized
Shockwave Med Inc 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.00 Unrealized
CNDT Conduent Inc 0.0%
Value ($000) $7 Shares 530 Est. Cost $15.22 Unrealized -12.5%
Zimmer Biomet Holdings Inc 0.0%
Value ($000) $6 Shares 49 Est. Cost $122.45 Unrealized
iShares MSCI Jpn ETF 0.0%
Value ($000) $6 Shares 119 Est. Cost $52.17 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 156 Est. Cost $13.61 Unrealized
Hewlett Packard Enterprise Co 0.0%
Value ($000) $2 Shares 149 Est. Cost $20.98 Unrealized
CVR Partners LP 0.0%
Value ($000) $2 Shares 424 Est. Cost $7.95 Unrealized
Dxc Technology Co 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
Micro Focus International PLC 0.0%
Value ($000) $1 Shares 20 Est. Cost $52.63 Unrealized
Windstream Holdings Inc 0.0%
Value ($000) $0 Shares 352 Est. Cost $5.68 Unrealized
NGG National Grid PLC Sp ADR Ne 0.0%
Value ($000) $0 Shares 1 Est. Cost $56.34 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 -51.2%
Freeport-McMoran Inc Cl B 0.0%
Value ($000) $0 Shares 4 Est. Cost $34.92 Unrealized
Frontier Communications Corp 0.0%
Value ($000) $0 Shares 68 Est. Cost $14.71 Unrealized
California Resources Corp 0.0%
Value ($000) $0 Shares 19 Est. Cost $16.26 Unrealized