Bollard Group LLC Diversified Active

CIK: 0001556218 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 10, 2020

Total Value ($000): $3,080,463 (100.0% shares, 0.0% debt)

Holdings (236)

BSX Boston Scientific Corp 48.7%
Value ($000) $1,498,997 Shares 33,148,983 Est. Cost $12.92 Unrealized +223.8%
AMZN Amazon.com Inc 2.7%
Value ($000) $83,670 Shares 45,280 Est. Cost $48.60 Unrealized +82.1%
Alibaba Group Holding Ltd Sp A 2.0%
Value ($000) $62,240 Shares 293,447 Est. Cost $142.95 Unrealized
BA Boeing Co 1.9%
Value ($000) $57,904 Shares 177,751 Est. Cost $174.48 Unrealized +101.2%
IT Gartner Inc 1.8%
Value ($000) $56,005 Shares 363,432 Est. Cost $117.16 Unrealized +30.3%
EPD Enterprise Prods Partners L P 1.6%
Value ($000) $50,493 Shares 1,793,069 Est. Cost $36.48 Unrealized
Nextera Energy Inc 1.6%
Value ($000) $49,040 Shares 202,510 Est. Cost $107.89 Unrealized
MSFT Microsoft Corp 1.5%
Value ($000) $46,626 Shares 295,665 Est. Cost $56.72 Unrealized +145.4%
AEP American Electric Power Inc 1.3%
Value ($000) $41,430 Shares 438,362 Est. Cost $41.79 Unrealized +77.7%
Facebook Inc Cl A 1.3%
Value ($000) $41,105 Shares 200,267 Est. Cost $148.46 Unrealized
LLY Lilly Eli & Co 1.3%
Value ($000) $40,259 Shares 306,313 Est. Cost $47.21 Unrealized +127.8%
Verizon Communications Inc 1.3%
Value ($000) $40,245 Shares 655,464 Est. Cost $51.84 Unrealized
Paypal Holdings Inc 1.2%
Value ($000) $36,702 Shares 339,295 Est. Cost $38.92 Unrealized
AT&T Inc 1.1%
Value ($000) $33,954 Shares 868,825 Est. Cost $35.69 Unrealized
Magellan Midstream Partners LP 1.1%
Value ($000) $33,469 Shares 532,346 Est. Cost $64.34 Unrealized
Alphabet Inc Cap Stock Cl C 1.1%
Value ($000) $32,816 Shares 24,544 Est. Cost $923.63 Unrealized
CARG Cargurus Inc Cl A 0.9%
Value ($000) $27,989 Shares 795,589 Est. Cost $29.87 Unrealized +18.3%
Southern Copper Corp 0.9%
Value ($000) $27,979 Shares 658,628 Est. Cost $32.86 Unrealized
CAT Caterpillar Inc 0.9%
Value ($000) $27,885 Shares 188,820 Est. Cost $83.16 Unrealized +47.9%
Enbridge Inc 0.9%
Value ($000) $26,349 Shares 662,524 Est. Cost $33.01 Unrealized
SO Southern Co 0.8%
Value ($000) $24,305 Shares 381,549 Est. Cost $36.61 Unrealized +33.6%
Duke Energy Corp 0.7%
Value ($000) $22,249 Shares 243,928 Est. Cost $78.14 Unrealized
PPL Corp 0.7%
Value ($000) $22,242 Shares 619,908 Est. Cost $31.52 Unrealized
PEG Public Service Enterprise Grou 0.7%
Value ($000) $20,807 Shares 352,367 Est. Cost $33.63 Unrealized +46.1%
DE Deere & Co 0.7%
Value ($000) $20,380 Shares 117,624 Est. Cost $88.84 Unrealized +77.8%
USB US Bancorp Del 0.6%
Value ($000) $19,168 Shares 323,284 Est. Cost $32.26 Unrealized +37.5%
JPMorgan Chase & Co 0.6%
Value ($000) $18,610 Shares 133,499 Est. Cost $86.23 Unrealized
EMR Emerson Electric Co 0.6%
Value ($000) $18,478 Shares 242,296 Est. Cost $53.34 Unrealized +17.8%
BCE Inc 0.6%
Value ($000) $17,151 Shares 370,032 Est. Cost $44.51 Unrealized
FE FirstEnergy Corp 0.5%
Value ($000) $16,218 Shares 333,704 Est. Cost $29.29 Unrealized +26.6%
KO Coca-Cola Co 0.5%
Value ($000) $16,150 Shares 291,778 Est. Cost $37.49 Unrealized +18.7%
KMB Kimberly Clark Corp 0.5%
Value ($000) $15,465 Shares 112,430 Est. Cost $94.94 Unrealized +14.6%
CVX Chevron Corp 0.5%
Value ($000) $14,849 Shares 123,218 Est. Cost $80.23 Unrealized +11.8%
ABT Abbott Laboratories 0.5%
Value ($000) $14,541 Shares 167,410 Est. Cost $41.65 Unrealized +80.8%
MS Morgan Stanley 0.5%
Value ($000) $13,941 Shares 272,706 Est. Cost $31.45 Unrealized +24.3%
Merck & Co Inc 0.4%
Value ($000) $13,615 Shares 149,695 Est. Cost $60.57 Unrealized
JNJ Johnson & Johnson 0.4%
Value ($000) $13,435 Shares 92,105 Est. Cost $107.69 Unrealized +5.9%
Healthpeak Properties Inc 0.4%
Value ($000) $13,311 Shares 386,176 Est. Cost $34.47 Unrealized
Mongodb Inc Cl A 0.4%
Value ($000) $13,283 Shares 100,925 Est. Cost $88.45 Unrealized
BHP BHP Billiton Ltd Sp ADR 0.4%
Value ($000) $13,076 Shares 239,011 Est. Cost $52.18 Unrealized
OKE Oneok Inc 0.4%
Value ($000) $12,878 Shares 170,189 Est. Cost $31.79 Unrealized +50.0%
Kinder Morgan Inc 0.4%
Value ($000) $12,404 Shares 585,934 Est. Cost $18.73 Unrealized
RCI Rogers Communications Inc Cl B 0.4%
Value ($000) $12,130 Shares 244,214 Est. Cost $49.10 Unrealized -1.9%
BP BP PLC Sp ADR 0.4%
Value ($000) $11,883 Shares 314,861 Est. Cost $41.05 Unrealized
Royal Dutch Shell PLC Sp ADR A 0.4%
Value ($000) $11,624 Shares 197,089 Est. Cost $61.08 Unrealized
Netflix Inc 0.4%
Value ($000) $10,904 Shares 33,700 Est. Cost $267.62 Unrealized
Shopify Inc Cl A 0.3%
Value ($000) $10,397 Shares 26,150 Est. Cost $154.53 Unrealized
HON Honeywell Intl Inc 0.3%
Value ($000) $10,112 Shares 57,131 Est. Cost $98.32 Unrealized +46.4%
WMT Wal-Mart Stores Inc 0.3%
Value ($000) $9,792 Shares 82,396 Est. Cost $26.54 Unrealized +37.1%
WY Weyerhaeuser Co 0.3%
Value ($000) $9,314 Shares 308,424 Est. Cost $19.35 Unrealized +19.4%
BAC Bank America Corp 0.3%
Value ($000) $8,902 Shares 252,749 Est. Cost $17.12 Unrealized +62.3%
BMY Bristol Myers Squibb Co 0.3%
Value ($000) $8,805 Shares 137,172 Est. Cost $33.37 Unrealized +35.4%
PSX Phillips 66 0.3%
Value ($000) $8,781 Shares 78,820 Est. Cost $60.14 Unrealized +45.3%
KKR & Co Inc Cl A 0.3%
Value ($000) $8,756 Shares 300,162 Est. Cost $26.86 Unrealized
AJG Gallagher Arthur J & Co 0.3%
Value ($000) $8,670 Shares 91,038 Est. Cost $52.46 Unrealized +62.2%
Nutrien Ltd 0.3%
Value ($000) $8,525 Shares 177,934 Est. Cost $49.17 Unrealized
CINF Cincinnati Financial Corp 0.3%
Value ($000) $7,997 Shares 76,054 Est. Cost $53.27 Unrealized +74.7%
AAPL Apple Inc 0.2%
Value ($000) $7,517 Shares 25,598 Est. Cost $21.89 Unrealized +183.3%
PAA Plains All American Pipeline L 0.2%
Value ($000) $7,419 Shares 403,418 Est. Cost $25.92 Unrealized
Madison Square Garden Co Cl A 0.2%
Value ($000) $7,355 Shares 25,000 Est. Cost $294.20 Unrealized
ConocoPhillips 0.2%
Value ($000) $7,275 Shares 111,867 Est. Cost $61.71 Unrealized
FTS Fortis Inc 0.2%
Value ($000) $6,999 Shares 168,559 Est. Cost $22.37 Unrealized +44.7%
CL Colgate Palmolive Co 0.2%
Value ($000) $6,960 Shares 101,111 Est. Cost $53.42 Unrealized +10.7%
BNS Bank N S Halifax 0.2%
Value ($000) $6,893 Shares 122,026 Est. Cost $36.11 Unrealized +12.9%
TC Energy Corp 0.2%
Value ($000) $6,740 Shares 126,437 Est. Cost $49.59 Unrealized
OKTA Okta Inc Cl A 0.2%
Value ($000) $6,703 Shares 58,100 Est. Cost $63.48 Unrealized +81.4%
IAC/InterActiveCorp 0.2%
Value ($000) $6,680 Shares 26,814 Est. Cost $63.18 Unrealized
Holly Energy Partners LP 0.2%
Value ($000) $6,655 Shares 300,456 Est. Cost $33.77 Unrealized
Valero Energy Corp 0.2%
Value ($000) $6,523 Shares 69,657 Est. Cost $54.87 Unrealized
PM Philip Morris Intl Inc 0.2%
Value ($000) $6,472 Shares 76,060 Est. Cost $57.82 Unrealized +3.8%
Energy Transfer LP 0.2%
Value ($000) $5,746 Shares 447,842 Est. Cost $13.56 Unrealized
RYN Rayonier Inc 0.2%
Value ($000) $5,489 Shares 167,554 Est. Cost $38.63 Unrealized
Unilever NV NY 0.2%
Value ($000) $5,334 Shares 92,836 Est. Cost $57.97 Unrealized
PG Procter And Gamble Co 0.2%
Value ($000) $5,304 Shares 42,464 Est. Cost $66.03 Unrealized +59.4%
ADI Analog Devices Inc 0.2%
Value ($000) $5,277 Shares 44,408 Est. Cost $95.97 Unrealized +5.1%
Unilever PLC Sp ADR 0.2%
Value ($000) $5,277 Shares 92,297 Est. Cost $52.84 Unrealized
Costco Wholesale Corp 0.2%
Value ($000) $4,819 Shares 16,397 Est. Cost $126.68 Unrealized
PAYX Paychex Inc 0.1%
Value ($000) $4,561 Shares 53,623 Est. Cost $31.83 Unrealized +122.0%
Twilio Inc Cl A 0.1%
Value ($000) $4,536 Shares 46,150 Est. Cost $96.86 Unrealized
CLX Clorox Co 0.1%
Value ($000) $4,225 Shares 27,518 Est. Cost $71.83 Unrealized +73.4%
Accenture PLC Ireland Class A 0.1%
Value ($000) $4,112 Shares 19,527 Est. Cost $84.74 Unrealized
PEP PepsiCo Inc 0.1%
Value ($000) $4,079 Shares 29,843 Est. Cost $60.45 Unrealized +86.6%
FDVV Fidelity Core Div ETF 0.1%
Value ($000) $3,980 Shares 122,628 Est. Cost $26.94 Unrealized
Welltower Inc 0.1%
Value ($000) $3,969 Shares 48,532 Est. Cost $68.24 Unrealized
Duke Realty Corp 0.1%
Value ($000) $3,962 Shares 114,276 Est. Cost $17.84 Unrealized
Altria Group Inc 0.1%
Value ($000) $3,451 Shares 69,139 Est. Cost $45.40 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $3,415 Shares 18,889 Est. Cost $68.91 Unrealized +116.7%
DIS Disney Walt Co Disney 0.1%
Value ($000) $3,379 Shares 23,362 Est. Cost $68.44 Unrealized +98.3%
PFE Pfizer Inc 0.1%
Value ($000) $3,307 Shares 84,414 Est. Cost $17.57 Unrealized +52.0%
United Technologies Corp 0.1%
Value ($000) $3,073 Shares 20,519 Est. Cost $101.91 Unrealized
Goldman Sachs Group Inc 0.1%
Value ($000) $3,055 Shares 13,288 Est. Cost $168.44 Unrealized
Livanova PLC 0.1%
Value ($000) $2,840 Shares 37,650 Est. Cost $51.92 Unrealized
LOW Lowes Cos Inc 0.1%
Value ($000) $2,568 Shares 21,441 Est. Cost $41.80 Unrealized +144.9%
NDAQ NASDAQ Inc 0.1%
Value ($000) $2,565 Shares 23,953 Est. Cost $11.25 Unrealized +177.5%
CAG Conagra Brands Inc 0.1%
Value ($000) $2,527 Shares 73,810 Est. Cost $18.22 Unrealized +23.4%
Mplx Lp 0.1%
Value ($000) $2,431 Shares 95,466 Est. Cost $33.73 Unrealized
GPC Genuine Parts Co 0.1%
Value ($000) $2,158 Shares 20,315 Est. Cost $63.47 Unrealized +35.8%
MAS Masco Corp 0.1%
Value ($000) $2,104 Shares 43,842 Est. Cost $16.41 Unrealized +150.1%
NiSource Inc 0.1%
Value ($000) $2,096 Shares 75,297 Est. Cost $31.24 Unrealized
Johnson Controls Intl PLC 0.1%
Value ($000) $2,088 Shares 51,285 Est. Cost $41.29 Unrealized
INTC Intel Corp 0.1%
Value ($000) $2,025 Shares 33,829 Est. Cost $27.28 Unrealized +80.6%
BDX Becton Dickinson & Co 0.1%
Value ($000) $2,006 Shares 7,377 Est. Cost $181.37 Unrealized +24.8%
LW Lamb Weston Holdings Inc 0.1%
Value ($000) $1,988 Shares 23,112 Est. Cost $31.96 Unrealized +128.8%
ALL Allstate Corp 0.1%
Value ($000) $1,973 Shares 17,545 Est. Cost $38.56 Unrealized +144.3%
Comcast Corp Cl A 0.1%
Value ($000) $1,924 Shares 42,779 Est. Cost $47.67 Unrealized
WFC Wells Fargo & Co 0.1%
Value ($000) $1,897 Shares 35,252 Est. Cost $36.81 Unrealized +21.4%
KEY KeyCorp 0.1%
Value ($000) $1,848 Shares 91,292 Est. Cost $7.60 Unrealized +83.9%
Exxon Mobil Corp 0.1%
Value ($000) $1,808 Shares 25,914 Est. Cost $87.02 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $1,527 Shares 3,921 Est. Cost $80.75 Unrealized +302.3%
Capital One Financial Corp 0.0%
Value ($000) $1,513 Shares 14,706 Est. Cost $78.26 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $1,484 Shares 26,950 Est. Cost $26.48 Unrealized +73.3%
CVS CVS Health Corp 0.0%
Value ($000) $1,381 Shares 18,584 Est. Cost $48.10 Unrealized +20.1%
DuPont de Nemours Inc 0.0%
Value ($000) $1,338 Shares 20,843 Est. Cost $75.06 Unrealized
Oracle Corp 0.0%
Value ($000) $1,322 Shares 24,944 Est. Cost $36.56 Unrealized
DOW Dow Inc 0.0%
Value ($000) $1,167 Shares 21,323 Est. Cost $36.37 Unrealized +0.9%
HD Home Depot Inc 0.0%
Value ($000) $1,064 Shares 4,872 Est. Cost $79.06 Unrealized +146.6%
Exelon Corp 0.0%
Value ($000) $1,058 Shares 23,214 Est. Cost $33.36 Unrealized
3M Co 0.0%
Value ($000) $1,033 Shares 5,854 Est. Cost $186.63 Unrealized
ROL Rollins Inc 0.0%
Value ($000) $971 Shares 29,275 Est. Cost $12.77 Unrealized +72.2%
Elanco Animal Health Inc 0.0%
Value ($000) $896 Shares 30,428 Est. Cost $32.07 Unrealized
Blueprint Medicines Corp 0.0%
Value ($000) $801 Shares 10,000 Est. Cost $73.50 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $799 Shares 7,564 Est. Cost $38.27 Unrealized +114.8%
Corteva Inc 0.0%
Value ($000) $755 Shares 25,537 Est. Cost $29.56 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $672 Shares 3,461 Est. Cost $62.57 Unrealized +164.6%
STAA Staar Surgical Co 0.0%
Value ($000) $633 Shares 18,000 Est. Cost $7.31 Unrealized +351.2%
UPS United Parcel Service Inc Cl B 0.0%
Value ($000) $625 Shares 5,341 Est. Cost $74.72 Unrealized +24.2%
RIO Rio Tinto PLC Sp ADR 0.0%
Value ($000) $597 Shares 10,050 Est. Cost $50.22 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $589 Shares 19,164 Est. Cost $12.91 Unrealized +77.6%
Westpac Banking Corp Sp ADR 0.0%
Value ($000) $580 Shares 34,142 Est. Cost $25.25 Unrealized
APD Air Prods & Chems Inc 0.0%
Value ($000) $527 Shares 2,243 Est. Cost $70.09 Unrealized +177.0%
IP International Paper Co 0.0%
Value ($000) $505 Shares 10,971 Est. Cost $27.03 Unrealized +18.0%
EOG Resources Inc 0.0%
Value ($000) $493 Shares 5,885 Est. Cost $138.88 Unrealized
Topbuild Corp 0.0%
Value ($000) $471 Shares 4,570 Est. Cost $31.14 Unrealized
FedEx Corp 0.0%
Value ($000) $471 Shares 3,117 Est. Cost $98.64 Unrealized
Douglas Emmett Inc 0.0%
Value ($000) $463 Shares 10,547 Est. Cost $25.82 Unrealized
DOCU Docusign Inc 0.0%
Value ($000) $447 Shares 6,029 Est. Cost $51.03 Unrealized +34.6%
Medtronic PLC 0.0%
Value ($000) $429 Shares 3,785 Est. Cost $75.34 Unrealized
Magenta Therapeutics Inc 0.0%
Value ($000) $424 Shares 28,000 Est. Cost $12.00 Unrealized
BKH Black Hills Corp 0.0%
Value ($000) $402 Shares 5,118 Est. Cost $30.13 Unrealized +99.6%
GIS General Mills Inc 0.0%
Value ($000) $396 Shares 7,398 Est. Cost $37.49 Unrealized +14.2%
AbbVie Inc 0.0%
Value ($000) $361 Shares 4,082 Est. Cost $50.96 Unrealized
IGM iShares N America Tech ETF 0.0%
Value ($000) $357 Shares 1,472 Est. Cost $118.46 Unrealized
Stag Industrial Inc 0.0%
Value ($000) $350 Shares 11,088 Est. Cost $19.93 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $346 Shares 2,348 Est. Cost $121.27 Unrealized +24.5%
IWR iShares Rus Mid Cap ETF 0.0%
Value ($000) $342 Shares 5,732 Est. Cost $76.19 Unrealized
Hess Corp 0.0%
Value ($000) $277 Shares 4,144 Est. Cost $47.50 Unrealized
Barrick Gold Corporation 0.0%
Value ($000) $270 Shares 14,542 Est. Cost $16.05 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $261 Shares 4,938 Est. Cost $32.58 Unrealized +40.7%
AmerisourceBergen Corp 0.0%
Value ($000) $260 Shares 3,061 Est. Cost $80.25 Unrealized
Marathon Petroleum Corp 0.0%
Value ($000) $260 Shares 4,309 Est. Cost $59.66 Unrealized
SPDR S&P 500 ETF Tr 0.0%
Value ($000) $257 Shares 800 Est. Cost $167.50 Unrealized
Booking Holdings Inc 0.0%
Value ($000) $257 Shares 125 Est. Cost $2080.00 Unrealized
FLR Fluor Corp 0.0%
Value ($000) $257 Shares 13,618 Est. Cost $55.47 Unrealized -67.7%
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $246 Shares 1,487 Est. Cost $120.29 Unrealized
Select Sector SPDR Healthcare 0.0%
Value ($000) $239 Shares 2,342 Est. Cost $72.75 Unrealized
TC Pipelines LP 0.0%
Value ($000) $222 Shares 5,257 Est. Cost $50.60 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.0%
Value ($000) $204 Shares 901 Est. Cost $166.34 Unrealized +30.6%
Chubb Limited 0.0%
Value ($000) $201 Shares 1,290 Est. Cost $119.93 Unrealized
INDB Independent Bank Corp MA 0.0%
Value ($000) $196 Shares 2,360 Est. Cost $25.86 Unrealized +158.6%
Select Sector SPDR Utilities 0.0%
Value ($000) $181 Shares 2,795 Est. Cost $47.24 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $179 Shares 855 Est. Cost $103.92 Unrealized +86.9%
IBM Intl Business Machines 0.0%
Value ($000) $177 Shares 1,318 Est. Cost $111.37 Unrealized -10.3%
MMLP Martin Midstream Partners LP 0.0%
Value ($000) $165 Shares 41,000 Est. Cost $17.04 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $161 Shares 4,008 Est. Cost $56.71 Unrealized -45.8%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $153 Shares 2,594 Est. Cost $76.59 Unrealized
Select Sector SPDR Financial 0.0%
Value ($000) $143 Shares 4,638 Est. Cost $20.11 Unrealized
IBB iShares NASDAQ Biotec ETF 0.0%
Value ($000) $142 Shares 1,181 Est. Cost $154.85 Unrealized
Dominion Energy Inc 0.0%
Value ($000) $140 Shares 1,686 Est. Cost $72.69 Unrealized
Diageo PLC Sp ADR 0.0%
Value ($000) $126 Shares 751 Est. Cost $117.52 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $113 Shares 1,279 Est. Cost $48.26 Unrealized +51.0%
Targa Res Corp 0.0%
Value ($000) $110 Shares 2,691 Est. Cost $32.35 Unrealized
NVIDIA Corp 0.0%
Value ($000) $100 Shares 425 Est. Cost $231.57 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $94 Shares 475 Est. Cost $94.54 Unrealized +81.9%
C Citigroup Inc 0.0%
Value ($000) $93 Shares 1,166 Est. Cost $35.87 Unrealized +65.2%
AA Alcoa Corp 0.0%
Value ($000) $90 Shares 4,198 Est. Cost $29.85 Unrealized -33.8%
Select Sector SPDR Materials 0.0%
Value ($000) $79 Shares 1,280 Est. Cost $48.65 Unrealized
Select Sector SPDR Energy 0.0%
Value ($000) $77 Shares 1,284 Est. Cost $78.21 Unrealized
Select Sector SPDR Industrials 0.0%
Value ($000) $77 Shares 940 Est. Cost $57.89 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $74 Shares 449 Est. Cost $59.68 Unrealized +115.4%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $74 Shares 965 Est. Cost $49.37 Unrealized +38.0%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $71 Shares 1,730 Est. Cost $57.50 Unrealized -37.4%
VEA Vanguard Tax Mgd FTSE Dev Mkt 0.0%
Value ($000) $67 Shares 1,510 Est. Cost $39.07 Unrealized
Select Sector SPDR Consumer St 0.0%
Value ($000) $66 Shares 1,043 Est. Cost $53.57 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $66 Shares 204 Est. Cost $117.35 Unrealized +154.3%
CPB Campbell Soup Co 0.0%
Value ($000) $65 Shares 1,312 Est. Cost $32.54 Unrealized +19.2%
Alphabet Inc Cap Stock Cl A 0.0%
Value ($000) $60 Shares 45 Est. Cost $777.78 Unrealized
Valvoline Inc 0.0%
Value ($000) $57 Shares 2,665 Est. Cost $23.87 Unrealized
OLN Olin Corp 0.0%
Value ($000) $56 Shares 3,261 Est. Cost $15.35 Unrealized -0.8%
SPDR S&P Regl Banking 0.0%
Value ($000) $55 Shares 941 Est. Cost $41.56 Unrealized
General Electric Co 0.0%
Value ($000) $50 Shares 4,450 Est. Cost $21.05 Unrealized
EL Lauder Estee Cos Inc Cl A 0.0%
Value ($000) $41 Shares 198 Est. Cost $65.10 Unrealized +175.4%
Pentair PLC 0.0%
Value ($000) $37 Shares 806 Est. Cost $51.85 Unrealized
BK Bank New York Mellon Corp 0.0%
Value ($000) $35 Shares 691 Est. Cost $31.29 Unrealized +27.6%
Penumbra Inc 0.0%
Value ($000) $33 Shares 201 Est. Cost $134.29 Unrealized
Waste Management Inc 0.0%
Value ($000) $31 Shares 272 Est. Cost $62.99 Unrealized
SPDR S&P Mid Cap 400 ETF Tr 0.0%
Value ($000) $30 Shares 80 Est. Cost $225.00 Unrealized
Enlink Midstream LLC Unit Rep 0.0%
Value ($000) $30 Shares 4,836 Est. Cost $12.82 Unrealized
VEEV Veeva Systems Inc Cl A 0.0%
Value ($000) $28 Shares 201 Est. Cost $160.40 Unrealized -8.4%
Xerox Holdings Corp Com New 0.0%
Value ($000) $27 Shares 734 Est. Cost $30.18 Unrealized
Select Sector SPDR Tr Real Est 0.0%
Value ($000) $26 Shares 678 Est. Cost $33.19 Unrealized
GTX Garrett Motion Inc 0.0%
Value ($000) $25 Shares 2,500 Est. Cost $13.59 Unrealized -25.0%
PNC PNC Financial Services Group I 0.0%
Value ($000) $24 Shares 149 Est. Cost $51.33 Unrealized +134.1%
AXP American Express Co 0.0%
Value ($000) $21 Shares 168 Est. Cost $62.53 Unrealized +76.1%
KHC Kraft Heinz Co 0.0%
Value ($000) $20 Shares 622 Est. Cost $55.48 Unrealized -59.2%
PLXS Plexus Corp 0.0%
Value ($000) $18 Shares 240 Est. Cost $49.47 Unrealized +46.7%
Uniti Group Inc 0.0%
Value ($000) $17 Shares 2,112 Est. Cost $25.87 Unrealized
Resideo Technologies Inc 0.0%
Value ($000) $15 Shares 1,285 Est. Cost $20.56 Unrealized
Nabors Industries Ltd 0.0%
Value ($000) $14 Shares 4,895 Est. Cost $8.94 Unrealized
GAP Gap Inc 0.0%
Value ($000) $14 Shares 810 Est. Cost $18.53 Unrealized -25.3%
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $14 Shares 205 Est. Cost $56.27 Unrealized
Myomo Inc 0.0%
Value ($000) $14 Shares 47,139 Est. Cost $0.62 Unrealized
McKesson Corp 0.0%
Value ($000) $12 Shares 83 Est. Cost $159.61 Unrealized
Keurig Dr Pepper Inc 0.0%
Value ($000) $11 Shares 363 Est. Cost $22.66 Unrealized
Franklin Street Properties Cor 0.0%
Value ($000) $10 Shares 1,139 Est. Cost $10.49 Unrealized
Anheuser-Busch InBev SA NV Sp 0.0%
Value ($000) $10 Shares 123 Est. Cost $109.29 Unrealized
Vaneck Vectors ETF Tr Oil Serv 0.0%
Value ($000) $9 Shares 683 Est. Cost $28.00 Unrealized
Nordstrom Inc 0.0%
Value ($000) $8 Shares 188 Est. Cost $61.72 Unrealized
Zimmer Biomet Holdings Inc 0.0%
Value ($000) $7 Shares 49 Est. Cost $122.45 Unrealized
iShares MSCI Jpn ETF 0.0%
Value ($000) $7 Shares 121 Est. Cost $52.17 Unrealized
Advansix Inc 0.0%
Value ($000) $6 Shares 277 Est. Cost $22.11 Unrealized
Dell Technologies Inc Cl C 0.0%
Value ($000) $6 Shares 119 Est. Cost $50.42 Unrealized
Hp Inc 0.0%
Value ($000) $3 Shares 160 Est. Cost $13.67 Unrealized
WAB Wabtec Corp 0.0%
Value ($000) $3 Shares 37 Est. Cost $69.17 Unrealized +3.2%
CNDT Conduent Inc 0.0%
Value ($000) $3 Shares 530 Est. Cost $15.22 Unrealized -58.9%
Hewlett Packard Enterprise Co 0.0%
Value ($000) $2 Shares 153 Est. Cost $20.88 Unrealized
Costamare Inc 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $157.83 Unrealized +35.0%
Nvent Electric PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $26.32 Unrealized
Shockwave Med Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.00 Unrealized
Perspecta Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
Dxc Technology Co 0.0%
Value ($000) $0 Shares 12 Est. Cost $83.33 Unrealized
Frontier Communications Corp 0.0%
Value ($000) $0 Shares 68 Est. Cost $14.71 Unrealized
Freeport-McMoran Inc Cl B 0.0%
Value ($000) $0 Shares 4 Est. Cost $34.92 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $0 Shares 14 Est. Cost $36.21 Unrealized -48.1%
Micro Focus International PLC 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $31.18 Unrealized +21.3%