Bollard Group LLC Diversified Active

CIK: 0001556218 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 13, 2019

Total Value ($000): $2,902,300 (100.0% shares, 0.0% debt)

Holdings (254)

BSX Boston Scientific Corp 49.6%
Value ($000) $1,440,557 Shares 33,516,926 Est. Cost $12.92 Unrealized +197.7%
AMZN Amazon.com Inc 2.9%
Value ($000) $85,554 Shares 45,180 Est. Cost $48.60 Unrealized +91.7%
BA Boeing Co 2.2%
Value ($000) $65,105 Shares 178,854 Est. Cost $174.48 Unrealized +104.7%
IT Gartner Inc 2.0%
Value ($000) $58,869 Shares 365,784 Est. Cost $117.16 Unrealized +33.5%
Alibaba Group Holding Ltd Sp A 1.7%
Value ($000) $49,809 Shares 293,946 Est. Cost $142.95 Unrealized
EPD Enterprise Products Partners L 1.7%
Value ($000) $48,518 Shares 1,680,565 Est. Cost $37.02 Unrealized
Nextera Energy Inc 1.4%
Value ($000) $40,395 Shares 197,183 Est. Cost $98.92 Unrealized
MSFT Microsoft Corp 1.4%
Value ($000) $39,379 Shares 293,960 Est. Cost $56.72 Unrealized +110.7%
Facebook Inc Cl A 1.3%
Value ($000) $38,844 Shares 201,266 Est. Cost $148.46 Unrealized
Paypal Holdings Inc 1.3%
Value ($000) $38,836 Shares 339,295 Est. Cost $38.92 Unrealized
AEP American Electric Power Inc 1.3%
Value ($000) $37,395 Shares 424,891 Est. Cost $40.78 Unrealized +67.3%
LLY Lilly Eli & Co 1.2%
Value ($000) $33,759 Shares 304,707 Est. Cost $47.21 Unrealized +128.8%
Verizon Communications Inc 1.1%
Value ($000) $33,208 Shares 581,265 Est. Cost $50.73 Unrealized
Magellan Midstream Partners LP 1.1%
Value ($000) $32,777 Shares 512,142 Est. Cost $64.34 Unrealized
CARG Cargurus Inc Cl A 1.1%
Value ($000) $31,017 Shares 858,959 Est. Cost $29.87 Unrealized +25.7%
Alphabet Inc Cap Stock Cl C 0.9%
Value ($000) $26,637 Shares 24,643 Est. Cost $923.63 Unrealized
AT&T Inc 0.9%
Value ($000) $25,375 Shares 757,236 Est. Cost $35.34 Unrealized
Enbridge Inc 0.8%
Value ($000) $22,565 Shares 625,413 Est. Cost $32.81 Unrealized
CAT Caterpillar Inc 0.7%
Value ($000) $20,948 Shares 153,701 Est. Cost $76.47 Unrealized +50.0%
Southern Copper Corp 0.7%
Value ($000) $20,292 Shares 522,312 Est. Cost $32.25 Unrealized
Duke Energy Corp 0.7%
Value ($000) $19,237 Shares 218,002 Est. Cost $76.15 Unrealized
DE Deere & Co 0.6%
Value ($000) $18,446 Shares 111,313 Est. Cost $85.88 Unrealized +64.7%
PEG Public Service Enterprise Grou 0.6%
Value ($000) $17,440 Shares 296,491 Est. Cost $30.88 Unrealized +54.0%
SO Southern Co 0.6%
Value ($000) $16,755 Shares 303,094 Est. Cost $34.25 Unrealized +20.7%
PPL Corp 0.6%
Value ($000) $16,424 Shares 529,644 Est. Cost $31.42 Unrealized
Mongodb Inc Cl A 0.5%
Value ($000) $15,350 Shares 100,925 Est. Cost $88.45 Unrealized
USB US Bancorp Del 0.5%
Value ($000) $14,103 Shares 269,150 Est. Cost $30.38 Unrealized +28.2%
ABT Abbott Laboratories 0.5%
Value ($000) $14,012 Shares 166,609 Est. Cost $41.65 Unrealized +68.6%
BP BP PLC Sp ADR 0.5%
Value ($000) $13,127 Shares 314,805 Est. Cost $41.12 Unrealized
KMB Kimberly Clark Corp 0.4%
Value ($000) $11,974 Shares 89,842 Est. Cost $91.24 Unrealized +12.0%
KO Coca-Cola Co 0.4%
Value ($000) $11,946 Shares 234,607 Est. Cost $35.90 Unrealized +11.2%
BCE Inc 0.4%
Value ($000) $11,929 Shares 262,286 Est. Cost $42.99 Unrealized
CVX Chevron Corp 0.4%
Value ($000) $11,707 Shares 94,077 Est. Cost $76.81 Unrealized +17.5%
Merck & Co Inc 0.4%
Value ($000) $11,691 Shares 139,425 Est. Cost $58.98 Unrealized
OKE Oneok Inc 0.4%
Value ($000) $11,472 Shares 166,720 Est. Cost $31.47 Unrealized +39.4%
JPMorgan Chase & Co 0.4%
Value ($000) $11,415 Shares 102,098 Est. Cost $75.87 Unrealized
Royal Dutch Shell PLC Sp ADR A 0.4%
Value ($000) $10,718 Shares 164,719 Est. Cost $61.52 Unrealized
EMR Emerson Electric Co 0.4%
Value ($000) $10,641 Shares 159,482 Est. Cost $52.40 Unrealized +9.7%
WY Weyerhaeuser Co 0.4%
Value ($000) $10,601 Shares 402,469 Est. Cost $19.35 Unrealized +1.8%
FE FirstEnergy Corp 0.3%
Value ($000) $10,096 Shares 235,828 Est. Cost $26.89 Unrealized +19.2%
PAA Plains All American Pipeline L 0.3%
Value ($000) $10,029 Shares 411,881 Est. Cost $26.49 Unrealized
Kinder Morgan Inc 0.3%
Value ($000) $9,793 Shares 469,016 Est. Cost $18.24 Unrealized
Altria Group Inc 0.3%
Value ($000) $9,637 Shares 203,530 Est. Cost $45.27 Unrealized
HON Honeywell Intl Inc 0.3%
Value ($000) $9,443 Shares 54,085 Est. Cost $96.34 Unrealized +43.9%
BHP BHP Billiton Ltd Sp ADR 0.3%
Value ($000) $9,139 Shares 157,274 Est. Cost $53.63 Unrealized
WMT Wal-Mart Stores Inc 0.3%
Value ($000) $9,072 Shares 82,110 Est. Cost $26.54 Unrealized +18.0%
Nutrien Ltd 0.3%
Value ($000) $8,812 Shares 164,828 Est. Cost $49.16 Unrealized
BMY Bristol-Myers Squibb Co 0.3%
Value ($000) $8,654 Shares 190,837 Est. Cost $33.37 Unrealized +8.2%
RCI Rogers Communications Inc Cl B 0.3%
Value ($000) $8,292 Shares 154,927 Est. Cost $47.88 Unrealized +9.1%
Holly Energy Partners LP 0.3%
Value ($000) $8,179 Shares 297,434 Est. Cost $34.42 Unrealized
MS Morgan Stanley 0.3%
Value ($000) $8,123 Shares 185,415 Est. Cost $29.57 Unrealized +22.7%
JNJ Johnson & Johnson 0.3%
Value ($000) $8,037 Shares 57,703 Est. Cost $106.07 Unrealized +8.2%
AJG Gallagher Arthur J & Co 0.3%
Value ($000) $8,027 Shares 91,646 Est. Cost $52.46 Unrealized +46.4%
HCP Inc 0.3%
Value ($000) $8,014 Shares 250,602 Est. Cost $30.24 Unrealized
Shopify Inc Cl A 0.3%
Value ($000) $7,849 Shares 26,150 Est. Cost $154.53 Unrealized
CINF Cincinnati Financial Corp 0.3%
Value ($000) $7,650 Shares 73,795 Est. Cost $52.33 Unrealized +54.5%
RYN Rayonier Inc 0.3%
Value ($000) $7,602 Shares 250,884 Est. Cost $38.63 Unrealized
KKR & Co Inc Cl A 0.3%
Value ($000) $7,516 Shares 297,411 Est. Cost $26.86 Unrealized
PM Philip Morris Intl Inc 0.3%
Value ($000) $7,475 Shares 95,192 Est. Cost $55.20 Unrealized +5.6%
3M Co 0.3%
Value ($000) $7,367 Shares 42,500 Est. Cost $186.63 Unrealized
CL Colgate Palmolive Co 0.2%
Value ($000) $7,198 Shares 100,435 Est. Cost $53.42 Unrealized +13.9%
OKTA Okta Inc Cl A 0.2%
Value ($000) $7,176 Shares 58,100 Est. Cost $63.48 Unrealized +71.0%
ConocoPhillips 0.2%
Value ($000) $7,170 Shares 117,533 Est. Cost $61.71 Unrealized
BAC Bank America Corp 0.2%
Value ($000) $7,161 Shares 246,942 Est. Cost $17.00 Unrealized +44.1%
FTS Fortis Inc 0.2%
Value ($000) $6,595 Shares 167,083 Est. Cost $22.37 Unrealized +31.6%
Twilio Inc Cl A 0.2%
Value ($000) $6,293 Shares 46,150 Est. Cost $96.86 Unrealized
Energy Transfer LP 0.2%
Value ($000) $6,215 Shares 441,436 Est. Cost $13.64 Unrealized
SWK Stanley Black & Decker Inc 0.2%
Value ($000) $6,165 Shares 42,634 Est. Cost $59.68 Unrealized +94.0%
TC Energy Corp 0.2%
Value ($000) $6,008 Shares 121,328 Est. Cost $49.52 Unrealized
BNS Bank N S Halifax 0.2%
Value ($000) $6,002 Shares 110,423 Est. Cost $35.85 Unrealized +4.3%
Valero Energy Corp 0.2%
Value ($000) $5,858 Shares 68,431 Est. Cost $54.87 Unrealized
IAC/InterActiveCorp 0.2%
Value ($000) $5,833 Shares 26,814 Est. Cost $63.18 Unrealized
Unilever PLC Sp ADR 0.2%
Value ($000) $5,614 Shares 90,595 Est. Cost $52.76 Unrealized
Unilever NV NY 0.2%
Value ($000) $5,571 Shares 91,751 Est. Cost $57.97 Unrealized
PSX Phillips 66 0.2%
Value ($000) $5,515 Shares 58,957 Est. Cost $54.00 Unrealized +26.8%
AAPL Apple Inc 0.2%
Value ($000) $5,468 Shares 27,628 Est. Cost $21.89 Unrealized +113.0%
INTU Intuit 0.2%
Value ($000) $5,044 Shares 19,300 Est. Cost $243.45 Unrealized 0.0%
ADI Analog Devices Inc 0.2%
Value ($000) $4,966 Shares 44,000 Est. Cost $95.97 Unrealized 0.0%
CLX Clorox Co 0.2%
Value ($000) $4,888 Shares 31,923 Est. Cost $71.83 Unrealized +75.0%
DuPont de Nemours Inc 0.2%
Value ($000) $4,705 Shares 62,681 Est. Cost $75.06 Unrealized
PG Procter And Gamble Co 0.2%
Value ($000) $4,602 Shares 41,967 Est. Cost $66.03 Unrealized +37.1%
PAYX Paychex Inc 0.2%
Value ($000) $4,532 Shares 55,074 Est. Cost $31.83 Unrealized +118.5%
Xilinx Inc 0.2%
Value ($000) $4,363 Shares 37,000 Est. Cost $117.92 Unrealized
Costco Wholesale Corp 0.1%
Value ($000) $4,333 Shares 16,396 Est. Cost $126.68 Unrealized
Welltower Inc 0.1%
Value ($000) $4,064 Shares 49,845 Est. Cost $68.24 Unrealized
PEP PepsiCo Inc 0.1%
Value ($000) $3,909 Shares 29,807 Est. Cost $60.45 Unrealized +73.3%
Walgreens Boots Alliance Inc 0.1%
Value ($000) $3,824 Shares 69,955 Est. Cost $76.59 Unrealized
Duke Realty Corp 0.1%
Value ($000) $3,750 Shares 118,644 Est. Cost $17.84 Unrealized
Accenture PLC Ireland Class A 0.1%
Value ($000) $3,607 Shares 19,523 Est. Cost $84.74 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $3,606 Shares 83,233 Est. Cost $17.57 Unrealized +66.3%
FDVV Fidelity Core Div ETF 0.1%
Value ($000) $3,576 Shares 120,362 Est. Cost $26.90 Unrealized
EWL iShares MSCI Switzerland ETF 0.1%
Value ($000) $3,488 Shares 92,852 Est. Cost $32.93 Unrealized
DIS Disney Walt Co Disney 0.1%
Value ($000) $3,302 Shares 23,644 Est. Cost $68.44 Unrealized +87.0%
MPLX LP 0.1%
Value ($000) $3,263 Shares 101,373 Est. Cost $34.92 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $3,170 Shares 18,748 Est. Cost $68.91 Unrealized +114.4%
Goldman Sachs Group Inc 0.1%
Value ($000) $3,095 Shares 15,127 Est. Cost $168.44 Unrealized
Buckeye Partners LP 0.1%
Value ($000) $3,047 Shares 74,227 Est. Cost $36.14 Unrealized
Sailpoint Technlgies Holdings 0.1%
Value ($000) $3,016 Shares 150,500 Est. Cost $24.11 Unrealized
Livanova PLC 0.1%
Value ($000) $2,709 Shares 37,650 Est. Cost $51.92 Unrealized
United Technologies Corp 0.1%
Value ($000) $2,670 Shares 20,503 Est. Cost $101.91 Unrealized
Smith & Nephew PLC Sp ADR 0.1%
Value ($000) $2,613 Shares 60,025 Est. Cost $34.95 Unrealized
GPC Genuine Parts Co 0.1%
Value ($000) $2,571 Shares 24,823 Est. Cost $63.47 Unrealized +34.6%
HAL Halliburton Co 0.1%
Value ($000) $2,419 Shares 106,394 Est. Cost $36.21 Unrealized -37.3%
Johnson Controls Intl PLC 0.1%
Value ($000) $2,312 Shares 55,971 Est. Cost $41.29 Unrealized
NDAQ NASDAQ Inc 0.1%
Value ($000) $2,304 Shares 23,953 Est. Cost $11.25 Unrealized +147.1%
CAG Conagra Brands Inc 0.1%
Value ($000) $2,285 Shares 86,158 Est. Cost $18.22 Unrealized +21.9%
NiSource Inc 0.1%
Value ($000) $2,247 Shares 78,019 Est. Cost $31.24 Unrealized
DOW Dow Inc 0.1%
Value ($000) $2,236 Shares 45,347 Est. Cost $36.37 Unrealized 0.0%
KEY KeyCorp 0.1%
Value ($000) $2,234 Shares 125,867 Est. Cost $7.60 Unrealized +61.4%
GlaxoSmithKline PLC Sp ADR 0.1%
Value ($000) $2,191 Shares 54,759 Est. Cost $39.12 Unrealized
Exxon Mobil Corp 0.1%
Value ($000) $2,165 Shares 28,247 Est. Cost $87.02 Unrealized
LOW Lowes Cos Inc 0.1%
Value ($000) $2,141 Shares 21,218 Est. Cost $41.80 Unrealized +123.6%
CRH PLC ADR 0.1%
Value ($000) $1,962 Shares 59,913 Est. Cost $25.90 Unrealized
AZN AstraZeneca PLC Sp ADR 0.1%
Value ($000) $1,948 Shares 47,188 Est. Cost $44.75 Unrealized
BDX Becton Dickinson & Co 0.1%
Value ($000) $1,858 Shares 7,374 Est. Cost $181.37 Unrealized +15.6%
Corteva Inc 0.1%
Value ($000) $1,853 Shares 62,681 Est. Cost $29.56 Unrealized
WFC Wells Fargo & Co 0.1%
Value ($000) $1,829 Shares 38,646 Est. Cost $36.81 Unrealized +6.2%
Comcast Corp Cl A 0.1%
Value ($000) $1,792 Shares 42,385 Est. Cost $47.67 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $1,767 Shares 17,381 Est. Cost $38.56 Unrealized +116.5%
LW Lamb Weston Holdings Inc 0.1%
Value ($000) $1,724 Shares 27,211 Est. Cost $31.96 Unrealized +86.3%
MAS Masco Corp 0.1%
Value ($000) $1,710 Shares 43,580 Est. Cost $16.41 Unrealized +110.8%
INTC Intel Corp 0.1%
Value ($000) $1,606 Shares 33,547 Est. Cost $27.28 Unrealized +58.0%
Exelon Corp 0.1%
Value ($000) $1,596 Shares 33,300 Est. Cost $33.36 Unrealized
HSBC HSBC Holdings PLC Sp ADR 0.1%
Value ($000) $1,569 Shares 37,584 Est. Cost $42.95 Unrealized
ORANY Orange Sp ADR 0.1%
Value ($000) $1,508 Shares 95,902 Est. Cost $16.22 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $1,451 Shares 26,925 Est. Cost $26.48 Unrealized +66.5%
LMT Lockheed Martin Corp 0.0%
Value ($000) $1,425 Shares 3,921 Est. Cost $80.75 Unrealized +246.5%
Oracle Corp 0.0%
Value ($000) $1,409 Shares 24,732 Est. Cost $36.56 Unrealized
Capital One Financial Corp 0.0%
Value ($000) $1,334 Shares 14,706 Est. Cost $78.26 Unrealized
Westpac Banking Corp Sp ADR 0.0%
Value ($000) $1,309 Shares 65,699 Est. Cost $25.25 Unrealized
HD Home Depot Inc 0.0%
Value ($000) $1,221 Shares 5,870 Est. Cost $79.06 Unrealized +114.4%
Elanco Animal Health Inc 0.0%
Value ($000) $1,074 Shares 31,770 Est. Cost $32.07 Unrealized
ROL Rollins Inc 0.0%
Value ($000) $1,042 Shares 29,056 Est. Cost $12.77 Unrealized +86.1%
CVS CVS Health Corp 0.0%
Value ($000) $1,010 Shares 18,539 Est. Cost $48.10 Unrealized -9.4%
Royal Dutch Shell PLC Sp ADR B 0.0%
Value ($000) $889 Shares 13,523 Est. Cost $62.28 Unrealized
PSO Pearson PLC Sp ADR 0.0%
Value ($000) $853 Shares 82,303 Est. Cost $10.53 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $789 Shares 7,466 Est. Cost $38.27 Unrealized +101.0%
Franklin Street Properties Cor 0.0%
Value ($000) $783 Shares 106,063 Est. Cost $10.49 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $690 Shares 3,461 Est. Cost $62.57 Unrealized +177.1%
RIO Rio Tinto PLC Sp ADR 0.0%
Value ($000) $603 Shares 9,672 Est. Cost $50.15 Unrealized
Douglas Emmett Inc 0.0%
Value ($000) $591 Shares 14,845 Est. Cost $25.82 Unrealized
EOG Resources Inc 0.0%
Value ($000) $548 Shares 5,885 Est. Cost $138.88 Unrealized
UPS United Parcel Service Inc Cl B 0.0%
Value ($000) $543 Shares 5,256 Est. Cost $74.72 Unrealized +7.3%
STAA Staar Surgical Co 0.0%
Value ($000) $529 Shares 18,000 Est. Cost $7.31 Unrealized +294.7%
FITB Fifth Third Bancorp 0.0%
Value ($000) $525 Shares 18,833 Est. Cost $12.91 Unrealized +63.2%
FedEx Corp 0.0%
Value ($000) $509 Shares 3,099 Est. Cost $98.64 Unrealized
APD Air Prods & Chems Inc 0.0%
Value ($000) $503 Shares 2,221 Est. Cost $70.09 Unrealized +151.4%
FLR Fluor Corp 0.0%
Value ($000) $495 Shares 14,699 Est. Cost $55.47 Unrealized -41.6%
IP International Paper Co 0.0%
Value ($000) $465 Shares 10,727 Est. Cost $26.95 Unrealized +16.4%
Barclays PLC ADR 0.0%
Value ($000) $443 Shares 58,253 Est. Cost $12.36 Unrealized
Magenta Therapeutics Inc 0.0%
Value ($000) $442 Shares 30,000 Est. Cost $12.00 Unrealized
BKH Black Hills Corp 0.0%
Value ($000) $400 Shares 5,118 Est. Cost $30.13 Unrealized +92.5%
GIS General Mills Inc 0.0%
Value ($000) $386 Shares 7,357 Est. Cost $37.49 Unrealized +9.9%
Topbuild Corp 0.0%
Value ($000) $378 Shares 4,570 Est. Cost $31.14 Unrealized
Medtronic PLC 0.0%
Value ($000) $366 Shares 3,762 Est. Cost $75.34 Unrealized
Stag Industrial Inc 0.0%
Value ($000) $335 Shares 11,088 Est. Cost $19.93 Unrealized
NVIDIA Corp 0.0%
Value ($000) $333 Shares 2,025 Est. Cost $231.57 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $329 Shares 2,312 Est. Cost $121.27 Unrealized +10.6%
IWR iShares Rus Mid Cap ETF 0.0%
Value ($000) $318 Shares 5,685 Est. Cost $76.19 Unrealized
IGM iShares N America Tech ETF 0.0%
Value ($000) $317 Shares 1,469 Est. Cost $118.46 Unrealized
DOCU Docusign Inc 0.0%
Value ($000) $300 Shares 6,029 Est. Cost $51.03 Unrealized +4.6%
MMLP Martin Midstream Partners LP 0.0%
Value ($000) $293 Shares 41,000 Est. Cost $17.04 Unrealized
AbbVie Inc 0.0%
Value ($000) $292 Shares 4,021 Est. Cost $50.96 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.0%
Value ($000) $277 Shares 1,300 Est. Cost $166.34 Unrealized +24.4%
AFL Aflac Inc 0.0%
Value ($000) $268 Shares 4,887 Est. Cost $32.58 Unrealized +35.3%
Hess Corp 0.0%
Value ($000) $262 Shares 4,120 Est. Cost $47.50 Unrealized
AmerisourceBergen Corp 0.0%
Value ($000) $259 Shares 3,032 Est. Cost $80.25 Unrealized
Marathon Petroleum Corp 0.0%
Value ($000) $240 Shares 4,290 Est. Cost $59.66 Unrealized
Booking Holdings Inc 0.0%
Value ($000) $234 Shares 125 Est. Cost $2080.00 Unrealized
SPDR S&P 500 ETF Tr 0.0%
Value ($000) $234 Shares 800 Est. Cost $167.50 Unrealized
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $230 Shares 1,477 Est. Cost $120.29 Unrealized
Barrick Gold Corporation 0.0%
Value ($000) $228 Shares 14,487 Est. Cost $16.05 Unrealized
Select Sector SPDR Healthcare 0.0%
Value ($000) $215 Shares 2,323 Est. Cost $72.75 Unrealized
TC Pipelines LP 0.0%
Value ($000) $195 Shares 5,181 Est. Cost $50.60 Unrealized
Chubb Limited 0.0%
Value ($000) $190 Shares 1,290 Est. Cost $119.93 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $188 Shares 4,726 Est. Cost $56.71 Unrealized -40.7%
Antero Midstream Corp 0.0%
Value ($000) $186 Shares 16,264 Est. Cost $13.74 Unrealized
IBM Intl Business Machines 0.0%
Value ($000) $181 Shares 1,315 Est. Cost $111.37 Unrealized -11.4%
INDB Independent Bank Corp MA 0.0%
Value ($000) $180 Shares 2,360 Est. Cost $25.86 Unrealized +143.6%
SYK Stryker Corp 0.0%
Value ($000) $175 Shares 851 Est. Cost $103.92 Unrealized +71.1%
Select Sector SPDR Utilities 0.0%
Value ($000) $164 Shares 2,752 Est. Cost $47.24 Unrealized
Resideo Technologies Inc 0.0%
Value ($000) $159 Shares 7,247 Est. Cost $20.56 Unrealized
Noble Corp PLC USD 0.0%
Value ($000) $157 Shares 84,200 Est. Cost $3.71 Unrealized
Deutsche Bank AG Namen AKT 0.0%
Value ($000) $149 Shares 19,500 Est. Cost $12.64 Unrealized
IBB iShares NASDAQ Biotec ETF 0.0%
Value ($000) $129 Shares 1,179 Est. Cost $154.85 Unrealized
Diageo PLC Sp ADR 0.0%
Value ($000) $128 Shares 742 Est. Cost $116.91 Unrealized
Dominion Resources Inc VA New 0.0%
Value ($000) $128 Shares 1,653 Est. Cost $72.58 Unrealized
Select Sector SPDR Financial 0.0%
Value ($000) $127 Shares 4,591 Est. Cost $20.11 Unrealized
General Electric Co 0.0%
Value ($000) $112 Shares 10,659 Est. Cost $21.05 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $111 Shares 2,201 Est. Cost $57.50 Unrealized -15.1%
Targa Resources Corp 0.0%
Value ($000) $108 Shares 2,748 Est. Cost $32.35 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $98 Shares 470 Est. Cost $94.54 Unrealized +79.6%
AA Alcoa Corp 0.0%
Value ($000) $98 Shares 4,198 Est. Cost $29.85 Unrealized -20.3%
QCOM Qualcomm Inc 0.0%
Value ($000) $96 Shares 1,260 Est. Cost $48.26 Unrealized +29.9%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $90 Shares 500 Est. Cost $157.83 Unrealized +10.0%
C Citigroup Inc 0.0%
Value ($000) $80 Shares 1,149 Est. Cost $35.87 Unrealized +47.5%
Select Sector SPDR Energy 0.0%
Value ($000) $80 Shares 1,260 Est. Cost $78.21 Unrealized
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $77 Shares 958 Est. Cost $49.37 Unrealized +39.4%
CPB Campbell Soup Co 0.0%
Value ($000) $75 Shares 1,884 Est. Cost $32.54 Unrealized -2.9%
Select Sector SPDR Materials 0.0%
Value ($000) $74 Shares 1,266 Est. Cost $48.65 Unrealized
Select Sector SPDR Industrials 0.0%
Value ($000) $72 Shares 930 Est. Cost $57.89 Unrealized
OLN Olin Corp 0.0%
Value ($000) $71 Shares 3,261 Est. Cost $15.35 Unrealized +20.7%
Avanos Med Inc 0.0%
Value ($000) $67 Shares 1,533 Est. Cost $67.58 Unrealized
GTX Garrett Motion Inc 0.0%
Value ($000) $65 Shares 4,260 Est. Cost $13.59 Unrealized +24.9%
VEA Vanguard Tax Mgd FTSE Dev Mkt 0.0%
Value ($000) $62 Shares 1,485 Est. Cost $39.02 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $61 Shares 300 Est. Cost $31.18 Unrealized +20.0%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $60 Shares 204 Est. Cost $117.35 Unrealized +130.7%
Select Sector SPDR Consumer St 0.0%
Value ($000) $60 Shares 1,029 Est. Cost $53.57 Unrealized
Versum Materials Inc 0.0%
Value ($000) $54 Shares 1,039 Est. Cost $27.91 Unrealized
Valvoline Inc 0.0%
Value ($000) $52 Shares 2,639 Est. Cost $23.87 Unrealized
SPDR S&P Regl Banking 0.0%
Value ($000) $50 Shares 930 Est. Cost $41.56 Unrealized
Enlink Midstream LLC Unit Rep 0.0%
Value ($000) $49 Shares 4,836 Est. Cost $12.82 Unrealized
Alphabet Inc Cap Stock Cl A 0.0%
Value ($000) $49 Shares 45 Est. Cost $777.78 Unrealized
MAT Mattel Inc 0.0%
Value ($000) $48 Shares 4,311 Est. Cost $38.31 Unrealized -69.3%
Pentair PLC 0.0%
Value ($000) $44 Shares 1,186 Est. Cost $51.85 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $39 Shares 1,259 Est. Cost $55.48 Unrealized -58.8%
EL Lauder Estee Cos Inc Cl A 0.0%
Value ($000) $36 Shares 197 Est. Cost $65.10 Unrealized +141.1%
Waste Management Inc 0.0%
Value ($000) $31 Shares 269 Est. Cost $62.99 Unrealized
BK Bank New York Mellon Corp 0.0%
Value ($000) $30 Shares 682 Est. Cost $31.29 Unrealized +24.0%
SPDR S&P Mid Cap 400 ETF Tr 0.0%
Value ($000) $28 Shares 80 Est. Cost $225.00 Unrealized
Xerox Corp 0.0%
Value ($000) $26 Shares 724 Est. Cost $28.10 Unrealized
Select Sector SPDR Tr Real Est 0.0%
Value ($000) $25 Shares 667 Est. Cost $33.14 Unrealized
PNC PNC Financial Services Group I 0.0%
Value ($000) $21 Shares 149 Est. Cost $51.33 Unrealized +102.8%
AXP American Express Co 0.0%
Value ($000) $21 Shares 167 Est. Cost $62.53 Unrealized +71.9%
Uniti Group Inc 0.0%
Value ($000) $20 Shares 2,112 Est. Cost $25.87 Unrealized
Nordstrom Inc 0.0%
Value ($000) $18 Shares 554 Est. Cost $61.92 Unrealized
Nabors Industries Ltd 0.0%
Value ($000) $17 Shares 5,799 Est. Cost $8.94 Unrealized
PLXS Plexus Corp 0.0%
Value ($000) $14 Shares 240 Est. Cost $49.47 Unrealized +16.6%
GAP Gap Inc 0.0%
Value ($000) $14 Shares 789 Est. Cost $18.65 Unrealized -5.0%
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $13 Shares 203 Est. Cost $56.27 Unrealized
BTI British American Tobacco PLC S 0.0%
Value ($000) $12 Shares 338 Est. Cost $69.81 Unrealized
McKesson Corp 0.0%
Value ($000) $11 Shares 83 Est. Cost $159.61 Unrealized
Shockwave Med Inc 0.0%
Value ($000) $11 Shares 200 Est. Cost $35.00 Unrealized
WMB Williams Cos Inc 0.0%
Value ($000) $11 Shares 390 Est. Cost $19.35 Unrealized -0.9%
Anheuser-Busch InBev SA NV Sp 0.0%
Value ($000) $11 Shares 123 Est. Cost $109.29 Unrealized
Keurig Dr Pepper Inc 0.0%
Value ($000) $10 Shares 359 Est. Cost $22.66 Unrealized
Vaneck Vectors ETF Tr Oil Serv 0.0%
Value ($000) $10 Shares 669 Est. Cost $28.31 Unrealized
Nvent Electric PLC 0.0%
Value ($000) $9 Shares 382 Est. Cost $26.32 Unrealized
TELFY Telefonica SA Sp ADR 0.0%
Value ($000) $8 Shares 998 Est. Cost $11.20 Unrealized
Advansix Inc 0.0%
Value ($000) $8 Shares 326 Est. Cost $22.11 Unrealized
iShares MSCI Jpn ETF 0.0%
Value ($000) $7 Shares 120 Est. Cost $52.17 Unrealized
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) $6 Shares 49 Est. Cost $122.45 Unrealized
CNDT Conduent Inc 0.0%
Value ($000) $5 Shares 530 Est. Cost $15.22 Unrealized -28.9%
WAB Wabtec Corp 0.0%
Value ($000) $4 Shares 49 Est. Cost $69.17 Unrealized -1.5%
Hp Inc 0.0%
Value ($000) $3 Shares 157 Est. Cost $13.61 Unrealized
Hewlett Packard Enterprise Co 0.0%
Value ($000) $2 Shares 151 Est. Cost $20.88 Unrealized
Dxc Technology Co 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
UUUU Energy Fuels Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.17 Unrealized -51.1%
Micro Focus International PLC 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
Perspecta Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
California Resources Corp 0.0%
Value ($000) $0 Shares 19 Est. Cost $16.26 Unrealized
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