Bollard Group LLC Diversified Active

CIK: 0001556218 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 13, 2019

Total Value ($000): $2,847,561 (100.0% shares, 0.0% debt)

Holdings (239)

BSX Boston Scientific Corp 47.7%
Value ($000) $1,357,931 Shares 33,372,588 Est. Cost $12.92 Unrealized +227.9%
AMZN Amazon.com Inc 2.8%
Value ($000) $78,602 Shares 45,280 Est. Cost $48.60 Unrealized +90.8%
BA Boeing Co 2.4%
Value ($000) $68,579 Shares 180,247 Est. Cost $174.48 Unrealized +101.9%
IT Gartner Inc 1.8%
Value ($000) $51,952 Shares 363,326 Est. Cost $117.16 Unrealized +24.1%
EPD Enterprise Prods Partners L P 1.8%
Value ($000) $50,234 Shares 1,757,658 Est. Cost $36.65 Unrealized
Alibaba Group Holding Ltd Sp A 1.7%
Value ($000) $49,157 Shares 293,946 Est. Cost $142.95 Unrealized
Nextera Energy Inc 1.6%
Value ($000) $44,228 Shares 189,828 Est. Cost $98.92 Unrealized
MSFT Microsoft Corp 1.4%
Value ($000) $40,988 Shares 294,812 Est. Cost $56.72 Unrealized +129.0%
AEP American Electric Power Inc 1.4%
Value ($000) $40,323 Shares 430,387 Est. Cost $41.19 Unrealized +75.9%
Verizon Communications Inc 1.4%
Value ($000) $38,743 Shares 641,866 Est. Cost $51.64 Unrealized
Facebook Inc Cl A 1.3%
Value ($000) $35,841 Shares 201,266 Est. Cost $148.46 Unrealized
Paypal Holdings Inc 1.2%
Value ($000) $35,148 Shares 339,295 Est. Cost $38.92 Unrealized
Magellan Midstream Partners LP 1.2%
Value ($000) $34,536 Shares 521,147 Est. Cost $64.38 Unrealized
LLY Lilly Eli & Co 1.2%
Value ($000) $34,168 Shares 305,532 Est. Cost $47.21 Unrealized +117.6%
AT&T Inc 1.1%
Value ($000) $32,110 Shares 848,562 Est. Cost $35.61 Unrealized
Alphabet Inc Cap Stock Cl C 1.1%
Value ($000) $30,040 Shares 24,643 Est. Cost $923.63 Unrealized
CARG Cargurus Inc Cl A 0.9%
Value ($000) $26,368 Shares 851,961 Est. Cost $29.87 Unrealized +14.0%
CAT Caterpillar Inc 0.8%
Value ($000) $23,346 Shares 184,832 Est. Cost $82.30 Unrealized +35.0%
SO Southern Co 0.8%
Value ($000) $22,935 Shares 371,293 Est. Cost $36.27 Unrealized +24.8%
Enbridge Inc 0.8%
Value ($000) $22,897 Shares 652,714 Est. Cost $32.91 Unrealized
Duke Energy Corp 0.8%
Value ($000) $22,822 Shares 238,078 Est. Cost $77.82 Unrealized
Southern Copper Corp 0.8%
Value ($000) $21,875 Shares 640,940 Est. Cost $32.60 Unrealized
PEG Public Service Enterprise Grou 0.7%
Value ($000) $21,325 Shares 343,503 Est. Cost $33.23 Unrealized +44.6%
DE Deere & Co 0.7%
Value ($000) $19,747 Shares 117,067 Est. Cost $88.84 Unrealized +64.4%
PPL Corp 0.7%
Value ($000) $19,095 Shares 606,393 Est. Cost $31.43 Unrealized
BCE Inc 0.6%
Value ($000) $17,475 Shares 360,969 Est. Cost $44.47 Unrealized
USB US Bancorp Del 0.6%
Value ($000) $17,465 Shares 315,592 Est. Cost $31.96 Unrealized +28.7%
KMB Kimberly Clark Corp 0.6%
Value ($000) $15,719 Shares 110,655 Est. Cost $94.72 Unrealized +15.8%
EMR Emerson Electric Co 0.6%
Value ($000) $15,682 Shares 234,544 Est. Cost $53.03 Unrealized +2.5%
FE FirstEnergy Corp 0.5%
Value ($000) $15,593 Shares 323,315 Est. Cost $29.04 Unrealized +20.0%
KO Coca-Cola Co 0.5%
Value ($000) $15,555 Shares 285,719 Est. Cost $37.34 Unrealized +17.7%
JPMorgan Chase & Co 0.5%
Value ($000) $15,334 Shares 130,287 Est. Cost $84.92 Unrealized
CVX Chevron Corp 0.5%
Value ($000) $14,116 Shares 119,022 Est. Cost $79.90 Unrealized +14.6%
ABT Abbott Laboratories 0.5%
Value ($000) $13,973 Shares 167,005 Est. Cost $41.65 Unrealized +82.7%
HCP Inc 0.5%
Value ($000) $13,427 Shares 376,836 Est. Cost $32.04 Unrealized
Merck & Co Inc 0.4%
Value ($000) $12,527 Shares 148,817 Est. Cost $60.57 Unrealized
OKE Oneok Inc 0.4%
Value ($000) $12,411 Shares 168,416 Est. Cost $31.62 Unrealized +47.3%
Mongodb Inc Cl A 0.4%
Value ($000) $12,159 Shares 100,925 Est. Cost $88.45 Unrealized
BHP BHP Billiton Ltd Sp ADR 0.4%
Value ($000) $11,809 Shares 239,137 Est. Cost $52.18 Unrealized
Kinder Morgan Inc 0.4%
Value ($000) $11,787 Shares 571,890 Est. Cost $18.67 Unrealized
BP BP PLC Sp ADR 0.4%
Value ($000) $11,731 Shares 308,785 Est. Cost $41.12 Unrealized
RCI Rogers Communications Inc Cl B 0.4%
Value ($000) $11,538 Shares 236,772 Est. Cost $49.13 Unrealized +4.8%
JNJ Johnson & Johnson 0.4%
Value ($000) $11,477 Shares 88,711 Est. Cost $107.45 Unrealized +2.4%
Royal Dutch Shell PLC Sp ADR A 0.4%
Value ($000) $11,391 Shares 193,556 Est. Cost $61.12 Unrealized
MS Morgan Stanley 0.4%
Value ($000) $11,247 Shares 263,580 Est. Cost $31.19 Unrealized +12.3%
Netflix Inc 0.4%
Value ($000) $10,250 Shares 38,300 Est. Cost $267.62 Unrealized
WMT Wal-Mart Stores Inc 0.3%
Value ($000) $9,779 Shares 82,396 Est. Cost $26.54 Unrealized +29.9%
HON Honeywell Intl Inc 0.3%
Value ($000) $9,592 Shares 56,691 Est. Cost $98.32 Unrealized +41.7%
PAA Plains All American Pipeline L 0.3%
Value ($000) $9,496 Shares 457,638 Est. Cost $25.92 Unrealized
CINF Cincinnati Financial Corp 0.3%
Value ($000) $8,812 Shares 75,533 Est. Cost $53.27 Unrealized +74.9%
Nutrien Ltd 0.3%
Value ($000) $8,664 Shares 173,696 Est. Cost $49.20 Unrealized
WY Weyerhaeuser Co 0.3%
Value ($000) $8,506 Shares 307,061 Est. Cost $19.35 Unrealized +6.1%
Shopify Inc Cl A 0.3%
Value ($000) $8,150 Shares 26,150 Est. Cost $154.53 Unrealized
AJG Gallagher Arthur J & Co 0.3%
Value ($000) $8,111 Shares 90,550 Est. Cost $52.46 Unrealized +58.5%
Holly Energy Partners LP 0.3%
Value ($000) $8,091 Shares 320,169 Est. Cost $33.77 Unrealized
KKR & Co Inc Cl A 0.3%
Value ($000) $8,026 Shares 298,903 Est. Cost $26.86 Unrealized
PSX Phillips 66 0.3%
Value ($000) $7,850 Shares 76,664 Est. Cost $59.38 Unrealized +30.1%
CL Colgate Palmolive Co 0.3%
Value ($000) $7,424 Shares 101,000 Est. Cost $53.42 Unrealized +17.1%
BAC Bank America Corp 0.3%
Value ($000) $7,318 Shares 250,889 Est. Cost $17.12 Unrealized +43.5%
FTS Fortis Inc 0.2%
Value ($000) $7,103 Shares 167,803 Est. Cost $22.37 Unrealized +43.2%
BMY Bristol Myers Squibb Co 0.2%
Value ($000) $6,927 Shares 136,607 Est. Cost $33.37 Unrealized +10.2%
BNS Bank N S Halifax 0.2%
Value ($000) $6,811 Shares 119,809 Est. Cost $36.03 Unrealized +5.7%
Energy Transfer LP 0.2%
Value ($000) $6,717 Shares 513,518 Est. Cost $13.56 Unrealized
TC Energy Corp 0.2%
Value ($000) $6,496 Shares 125,425 Est. Cost $49.59 Unrealized
ConocoPhillips 0.2%
Value ($000) $6,340 Shares 111,262 Est. Cost $61.71 Unrealized
AAPL Apple Inc 0.2%
Value ($000) $6,192 Shares 27,646 Est. Cost $21.89 Unrealized +129.4%
Valero Energy Corp 0.2%
Value ($000) $5,889 Shares 69,091 Est. Cost $54.87 Unrealized
IAC/InterActiveCorp 0.2%
Value ($000) $5,845 Shares 26,814 Est. Cost $63.18 Unrealized
RYN Rayonier Inc 0.2%
Value ($000) $5,800 Shares 205,671 Est. Cost $38.63 Unrealized
OKTA Okta Inc Cl A 0.2%
Value ($000) $5,721 Shares 58,100 Est. Cost $63.48 Unrealized +96.8%
Unilever NV NY 0.2%
Value ($000) $5,540 Shares 92,286 Est. Cost $57.97 Unrealized
Unilever PLC Sp ADR 0.2%
Value ($000) $5,506 Shares 91,608 Est. Cost $52.84 Unrealized
PG Procter And Gamble Co 0.2%
Value ($000) $5,251 Shares 42,217 Est. Cost $66.03 Unrealized +53.0%
INTU Intuit 0.2%
Value ($000) $5,133 Shares 19,300 Est. Cost $243.45 Unrealized +8.4%
Twilio Inc Cl A 0.2%
Value ($000) $5,075 Shares 46,150 Est. Cost $96.86 Unrealized
ADI Analog Devices Inc 0.2%
Value ($000) $4,939 Shares 44,208 Est. Cost $95.97 Unrealized +5.1%
Costco Wholesale Corp 0.2%
Value ($000) $4,724 Shares 16,396 Est. Cost $126.68 Unrealized
PAYX Paychex Inc 0.2%
Value ($000) $4,408 Shares 53,260 Est. Cost $31.83 Unrealized +117.2%
Welltower Inc 0.2%
Value ($000) $4,358 Shares 48,077 Est. Cost $68.24 Unrealized
CLX Clorox Co 0.1%
Value ($000) $4,152 Shares 27,338 Est. Cost $71.83 Unrealized +82.2%
PEP PepsiCo Inc 0.1%
Value ($000) $4,091 Shares 29,843 Est. Cost $60.45 Unrealized +80.9%
Buckeye Partners LP 0.1%
Value ($000) $3,961 Shares 96,404 Est. Cost $37.28 Unrealized
Duke Realty Corp 0.1%
Value ($000) $3,860 Shares 113,616 Est. Cost $17.84 Unrealized
Accenture PLC Ireland Class A 0.1%
Value ($000) $3,755 Shares 19,523 Est. Cost $84.74 Unrealized
FDVV Fidelity Core Div ETF 0.1%
Value ($000) $3,675 Shares 121,683 Est. Cost $26.94 Unrealized
Xilinx Inc 0.1%
Value ($000) $3,561 Shares 37,133 Est. Cost $117.92 Unrealized
Mplx Lp 0.1%
Value ($000) $3,430 Shares 122,450 Est. Cost $33.73 Unrealized
DIS Disney Walt Co Disney 0.1%
Value ($000) $3,084 Shares 23,662 Est. Cost $68.44 Unrealized +96.2%
UNP Union Pacific Corp 0.1%
Value ($000) $3,049 Shares 18,822 Est. Cost $68.91 Unrealized +111.6%
PFE Pfizer Inc 0.1%
Value ($000) $3,013 Shares 83,844 Est. Cost $17.57 Unrealized +53.8%
United Technologies Corp 0.1%
Value ($000) $2,800 Shares 20,512 Est. Cost $101.91 Unrealized
Livanova PLC 0.1%
Value ($000) $2,778 Shares 37,650 Est. Cost $51.92 Unrealized
Altria Group Inc 0.1%
Value ($000) $2,746 Shares 67,130 Est. Cost $45.27 Unrealized
Goldman Sachs Group Inc 0.1%
Value ($000) $2,739 Shares 13,217 Est. Cost $168.44 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $2,629 Shares 34,630 Est. Cost $55.20 Unrealized +2.7%
NDAQ NASDAQ Inc 0.1%
Value ($000) $2,380 Shares 23,953 Est. Cost $11.25 Unrealized +169.5%
LOW Lowes Cos Inc 0.1%
Value ($000) $2,346 Shares 21,338 Est. Cost $41.80 Unrealized +125.0%
CAG Conagra Brands Inc 0.1%
Value ($000) $2,249 Shares 73,297 Est. Cost $18.22 Unrealized +21.7%
Johnson Controls Intl PLC 0.1%
Value ($000) $2,240 Shares 51,046 Est. Cost $41.29 Unrealized
NiSource Inc 0.1%
Value ($000) $2,238 Shares 74,806 Est. Cost $31.24 Unrealized
GPC Genuine Parts Co 0.1%
Value ($000) $2,005 Shares 20,133 Est. Cost $63.47 Unrealized +25.7%
Comcast Corp Cl A 0.1%
Value ($000) $1,920 Shares 42,586 Est. Cost $47.67 Unrealized
Exxon Mobil Corp 0.1%
Value ($000) $1,913 Shares 27,100 Est. Cost $87.02 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $1,898 Shares 17,465 Est. Cost $38.56 Unrealized +132.5%
BDX Becton Dickinson & Co 0.1%
Value ($000) $1,866 Shares 7,376 Est. Cost $181.37 Unrealized +23.3%
MAS Masco Corp 0.1%
Value ($000) $1,822 Shares 43,714 Est. Cost $16.41 Unrealized +119.9%
WFC Wells Fargo & Co 0.1%
Value ($000) $1,766 Shares 35,017 Est. Cost $36.81 Unrealized +8.1%
INTC Intel Corp 0.1%
Value ($000) $1,734 Shares 33,656 Est. Cost $27.28 Unrealized +57.7%
LW Lamb Weston Holdings Inc 0.1%
Value ($000) $1,677 Shares 23,060 Est. Cost $31.96 Unrealized +94.3%
KEY KeyCorp 0.1%
Value ($000) $1,614 Shares 90,486 Est. Cost $7.60 Unrealized +66.9%
LMT Lockheed Martin Corp 0.1%
Value ($000) $1,529 Shares 3,921 Est. Cost $80.75 Unrealized +291.9%
DuPont de Nemours Inc 0.1%
Value ($000) $1,523 Shares 21,357 Est. Cost $75.06 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $1,490 Shares 26,937 Est. Cost $26.48 Unrealized +76.3%
Oracle Corp 0.0%
Value ($000) $1,367 Shares 24,835 Est. Cost $36.56 Unrealized
HD Home Depot Inc 0.0%
Value ($000) $1,365 Shares 5,884 Est. Cost $79.06 Unrealized +136.6%
Capital One Financial Corp 0.0%
Value ($000) $1,338 Shares 14,706 Est. Cost $78.26 Unrealized
CVS CVS Health Corp 0.0%
Value ($000) $1,171 Shares 18,563 Est. Cost $48.10 Unrealized +0.6%
Exelon Corp 0.0%
Value ($000) $1,113 Shares 23,030 Est. Cost $33.36 Unrealized
DOW Dow Inc 0.0%
Value ($000) $1,014 Shares 21,289 Est. Cost $36.37 Unrealized -10.0%
3M Co 0.0%
Value ($000) $1,011 Shares 6,149 Est. Cost $186.63 Unrealized
ROL Rollins Inc 0.0%
Value ($000) $993 Shares 29,145 Est. Cost $12.77 Unrealized +66.3%
HAS Hasbro Inc 0.0%
Value ($000) $891 Shares 7,510 Est. Cost $38.27 Unrealized +133.7%
Elanco Animal Health Inc 0.0%
Value ($000) $809 Shares 30,428 Est. Cost $32.07 Unrealized
Blueprint Medicines Corp 0.0%
Value ($000) $735 Shares 10,000 Est. Cost $73.50 Unrealized
Westpac Banking Corp Sp ADR 0.0%
Value ($000) $729 Shares 36,491 Est. Cost $25.25 Unrealized
Corteva Inc 0.0%
Value ($000) $716 Shares 25,568 Est. Cost $29.56 Unrealized
UPS United Parcel Service Inc Cl B 0.0%
Value ($000) $635 Shares 5,298 Est. Cost $74.72 Unrealized +19.0%
NSC Norfolk Southern Corp 0.0%
Value ($000) $622 Shares 3,461 Est. Cost $62.57 Unrealized +158.1%
RIO Rio Tinto PLC Sp ADR 0.0%
Value ($000) $524 Shares 10,050 Est. Cost $50.22 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $520 Shares 18,994 Est. Cost $12.91 Unrealized +64.7%
APD Air Prods & Chems Inc 0.0%
Value ($000) $495 Shares 2,232 Est. Cost $70.09 Unrealized +174.7%
STAA Staar Surgical Co 0.0%
Value ($000) $464 Shares 18,000 Est. Cost $7.31 Unrealized +315.6%
IP International Paper Co 0.0%
Value ($000) $454 Shares 10,853 Est. Cost $26.97 Unrealized +8.8%
FedEx Corp 0.0%
Value ($000) $452 Shares 3,108 Est. Cost $98.64 Unrealized
Douglas Emmett Inc 0.0%
Value ($000) $451 Shares 10,522 Est. Cost $25.82 Unrealized
Topbuild Corp 0.0%
Value ($000) $441 Shares 4,570 Est. Cost $31.14 Unrealized
EOG Resources Inc 0.0%
Value ($000) $437 Shares 5,885 Est. Cost $138.88 Unrealized
Medtronic PLC 0.0%
Value ($000) $410 Shares 3,774 Est. Cost $75.34 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $405 Shares 7,353 Est. Cost $37.49 Unrealized +15.7%
BKH Black Hills Corp 0.0%
Value ($000) $393 Shares 5,118 Est. Cost $30.13 Unrealized +100.2%
DOCU Docusign Inc 0.0%
Value ($000) $373 Shares 6,029 Est. Cost $51.03 Unrealized +2.6%
WHR Whirlpool Corp 0.0%
Value ($000) $369 Shares 2,330 Est. Cost $121.27 Unrealized +18.4%
Stag Industrial Inc 0.0%
Value ($000) $327 Shares 11,088 Est. Cost $19.93 Unrealized
IGM iShares N America Tech ETF 0.0%
Value ($000) $319 Shares 1,470 Est. Cost $118.46 Unrealized
IWR iShares Rus Mid Cap ETF 0.0%
Value ($000) $319 Shares 5,706 Est. Cost $76.19 Unrealized
AbbVie Inc 0.0%
Value ($000) $307 Shares 4,055 Est. Cost $50.96 Unrealized
Magenta Therapeutics Inc 0.0%
Value ($000) $287 Shares 28,000 Est. Cost $12.00 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.0%
Value ($000) $270 Shares 1,300 Est. Cost $166.34 Unrealized +23.9%
Marathon Petroleum Corp 0.0%
Value ($000) $261 Shares 4,300 Est. Cost $59.66 Unrealized
FLR Fluor Corp 0.0%
Value ($000) $261 Shares 13,618 Est. Cost $55.47 Unrealized -58.0%
AFL Aflac Inc 0.0%
Value ($000) $257 Shares 4,913 Est. Cost $32.58 Unrealized +39.3%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $255 Shares 4,613 Est. Cost $76.59 Unrealized
AmerisourceBergen Corp 0.0%
Value ($000) $251 Shares 3,047 Est. Cost $80.25 Unrealized
Barrick Gold Corporation 0.0%
Value ($000) $251 Shares 14,512 Est. Cost $16.05 Unrealized
Hess Corp 0.0%
Value ($000) $250 Shares 4,129 Est. Cost $47.50 Unrealized
Booking Holdings Inc 0.0%
Value ($000) $245 Shares 125 Est. Cost $2080.00 Unrealized
SPDR S&P 500 ETF Tr 0.0%
Value ($000) $237 Shares 800 Est. Cost $167.50 Unrealized
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $224 Shares 1,482 Est. Cost $120.29 Unrealized
TC Pipelines LP 0.0%
Value ($000) $212 Shares 5,220 Est. Cost $50.60 Unrealized
Select Sector SPDR Healthcare 0.0%
Value ($000) $210 Shares 2,332 Est. Cost $72.75 Unrealized
Chubb Limited 0.0%
Value ($000) $208 Shares 1,290 Est. Cost $119.93 Unrealized
IBM Intl Business Machines 0.0%
Value ($000) $191 Shares 1,317 Est. Cost $111.37 Unrealized -8.0%
MMLP Martin Midstream Partners LP 0.0%
Value ($000) $186 Shares 41,000 Est. Cost $17.04 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $184 Shares 853 Est. Cost $103.92 Unrealized +92.7%
Select Sector SPDR Utilities 0.0%
Value ($000) $180 Shares 2,773 Est. Cost $47.24 Unrealized
INDB Independent Bank Corp MA 0.0%
Value ($000) $176 Shares 2,360 Est. Cost $25.86 Unrealized +128.1%
SLB Schlumberger Ltd 0.0%
Value ($000) $137 Shares 4,007 Est. Cost $56.71 Unrealized -45.4%
Dominion Energy Inc 0.0%
Value ($000) $135 Shares 1,669 Est. Cost $72.58 Unrealized
Select Sector SPDR Financial 0.0%
Value ($000) $129 Shares 4,614 Est. Cost $20.11 Unrealized
Antero Midstream Corp 0.0%
Value ($000) $125 Shares 16,883 Est. Cost $13.51 Unrealized
Diageo PLC Sp ADR 0.0%
Value ($000) $121 Shares 742 Est. Cost $116.91 Unrealized
IBB iShares NASDAQ Biotec ETF 0.0%
Value ($000) $117 Shares 1,180 Est. Cost $154.85 Unrealized
Targa Res Corp 0.0%
Value ($000) $108 Shares 2,691 Est. Cost $32.35 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $101 Shares 472 Est. Cost $94.54 Unrealized +95.4%
QCOM Qualcomm Inc 0.0%
Value ($000) $97 Shares 1,270 Est. Cost $48.26 Unrealized +34.7%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $96 Shares 500 Est. Cost $157.83 Unrealized +18.4%
Penumbra Inc 0.0%
Value ($000) $94 Shares 700 Est. Cost $134.29 Unrealized
AA Alcoa Corp 0.0%
Value ($000) $84 Shares 4,198 Est. Cost $29.85 Unrealized -33.5%
C Citigroup Inc 0.0%
Value ($000) $80 Shares 1,158 Est. Cost $35.87 Unrealized +51.0%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $77 Shares 1,730 Est. Cost $57.50 Unrealized -27.4%
Select Sector SPDR Energy 0.0%
Value ($000) $75 Shares 1,272 Est. Cost $78.21 Unrealized
Select Sector SPDR Materials 0.0%
Value ($000) $74 Shares 1,273 Est. Cost $48.65 Unrealized
NVIDIA Corp 0.0%
Value ($000) $74 Shares 425 Est. Cost $231.57 Unrealized
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $74 Shares 961 Est. Cost $49.37 Unrealized +37.6%
Select Sector SPDR Industrials 0.0%
Value ($000) $73 Shares 935 Est. Cost $57.89 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $65 Shares 449 Est. Cost $59.68 Unrealized +95.5%
Select Sector SPDR Consumer St 0.0%
Value ($000) $64 Shares 1,035 Est. Cost $53.57 Unrealized
General Electric Co 0.0%
Value ($000) $63 Shares 7,098 Est. Cost $21.05 Unrealized
CPB Campbell Soup Co 0.0%
Value ($000) $62 Shares 1,312 Est. Cost $32.54 Unrealized +7.7%
VEEV Veeva Systems Inc Cl A 0.0%
Value ($000) $61 Shares 400 Est. Cost $160.40 Unrealized 0.0%
VEA Vanguard Tax Mgd FTSE Dev Mkt 0.0%
Value ($000) $61 Shares 1,495 Est. Cost $39.02 Unrealized
OLN Olin Corp 0.0%
Value ($000) $61 Shares 3,261 Est. Cost $15.35 Unrealized +3.3%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $61 Shares 300 Est. Cost $31.18 Unrealized +13.5%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $59 Shares 204 Est. Cost $117.35 Unrealized +140.0%
Valvoline Inc 0.0%
Value ($000) $58 Shares 2,651 Est. Cost $23.87 Unrealized
Alphabet Inc Cap Stock Cl A 0.0%
Value ($000) $55 Shares 45 Est. Cost $777.78 Unrealized
Versum Materials Inc 0.0%
Value ($000) $55 Shares 1,039 Est. Cost $27.91 Unrealized
SPDR S&P Regl Banking 0.0%
Value ($000) $49 Shares 936 Est. Cost $41.56 Unrealized
Enlink Midstream LLC Unit Rep 0.0%
Value ($000) $41 Shares 4,836 Est. Cost $12.82 Unrealized
EL Lauder Estee Cos Inc Cl A 0.0%
Value ($000) $39 Shares 197 Est. Cost $65.10 Unrealized +170.5%
KHC Kraft Heinz Co 0.0%
Value ($000) $32 Shares 1,136 Est. Cost $55.48 Unrealized -61.8%
Waste Management Inc 0.0%
Value ($000) $31 Shares 271 Est. Cost $62.99 Unrealized
BK Bank New York Mellon Corp 0.0%
Value ($000) $31 Shares 686 Est. Cost $31.29 Unrealized +18.2%
Pentair PLC 0.0%
Value ($000) $30 Shares 806 Est. Cost $51.85 Unrealized
GTX Garrett Motion Inc 0.0%
Value ($000) $29 Shares 2,925 Est. Cost $13.59 Unrealized -9.6%
Myomo Inc 0.0%
Value ($000) $29 Shares 47,139 Est. Cost $0.62 Unrealized
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) $26 Shares 671 Est. Cost $33.14 Unrealized
Xerox Holdings Corp Com New 0.0%
Value ($000) $22 Shares 729 Est. Cost $30.18 Unrealized
PNC PNC Financial Services Group I 0.0%
Value ($000) $21 Shares 149 Est. Cost $51.33 Unrealized +109.7%
Resideo Technologies Inc 0.0%
Value ($000) $21 Shares 1,453 Est. Cost $20.56 Unrealized
AXP American Express Co 0.0%
Value ($000) $20 Shares 167 Est. Cost $62.53 Unrealized +80.0%
Uniti Group Inc 0.0%
Value ($000) $16 Shares 2,112 Est. Cost $25.87 Unrealized
PLXS Plexus Corp 0.0%
Value ($000) $15 Shares 240 Est. Cost $49.47 Unrealized +19.9%
GAP Gap Inc 0.0%
Value ($000) $14 Shares 799 Est. Cost $18.59 Unrealized -23.5%
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $13 Shares 203 Est. Cost $56.27 Unrealized
Anheuser-Busch InBev SA NV Sp 0.0%
Value ($000) $12 Shares 123 Est. Cost $109.29 Unrealized
McKesson Corp 0.0%
Value ($000) $11 Shares 83 Est. Cost $159.61 Unrealized
Keurig Dr Pepper Inc 0.0%
Value ($000) $10 Shares 361 Est. Cost $22.66 Unrealized
Franklin Street Properties Cor 0.0%
Value ($000) $10 Shares 1,128 Est. Cost $10.49 Unrealized
Nabors Industries Ltd 0.0%
Value ($000) $9 Shares 4,866 Est. Cost $8.94 Unrealized
Vaneck Vectors ETF Tr Oil Serv 0.0%
Value ($000) $8 Shares 669 Est. Cost $28.31 Unrealized
iShares MSCI Jpn ETF 0.0%
Value ($000) $7 Shares 120 Est. Cost $52.17 Unrealized
Zimmer Biomet Holdings Inc 0.0%
Value ($000) $7 Shares 49 Est. Cost $122.45 Unrealized
Advansix Inc 0.0%
Value ($000) $7 Shares 277 Est. Cost $22.11 Unrealized
Dell Technologies Inc Cl C 0.0%
Value ($000) $6 Shares 119 Est. Cost $50.42 Unrealized
Nordstrom Inc 0.0%
Value ($000) $6 Shares 186 Est. Cost $61.92 Unrealized
Shockwave Med Inc 0.0%
Value ($000) $6 Shares 200 Est. Cost $35.00 Unrealized
Hp Inc 0.0%
Value ($000) $3 Shares 158 Est. Cost $13.61 Unrealized
WAB Wabtec Corp 0.0%
Value ($000) $3 Shares 37 Est. Cost $69.17 Unrealized -1.0%
CNDT Conduent Inc 0.0%
Value ($000) $3 Shares 530 Est. Cost $15.22 Unrealized -49.2%
Hewlett Packard Enterprise Co 0.0%
Value ($000) $2 Shares 152 Est. Cost $20.88 Unrealized
Nvent Electric PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $26.32 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
HAL Halliburton Co 0.0%
Value ($000) $0 Shares 14 Est. Cost $36.21 Unrealized -49.6%
Perspecta Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
Micro Focus International PLC 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
Dxc Technology Co 0.0%
Value ($000) $0 Shares 12 Est. Cost $83.33 Unrealized