Bollard Group LLC Diversified Active

CIK: 0001556218 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 14, 2020

Total Value ($000): $2,250,086 (100.0% shares, 0.0% debt)

Holdings (238)

BSX Boston Scientific Corp 47.4%
Value ($000) $1,065,860 Shares 32,665,038 Est. Cost $12.92 Unrealized +202.3%
AMZN Amazon.com Inc 3.9%
Value ($000) $88,673 Shares 45,480 Est. Cost $48.60 Unrealized +99.1%
Alibaba Group Holding Ltd Sp A 2.5%
Value ($000) $57,186 Shares 294,047 Est. Cost $142.95 Unrealized
Nextera Energy Inc 2.2%
Value ($000) $48,655 Shares 202,208 Est. Cost $107.89 Unrealized
MSFT Microsoft Corp 2.1%
Value ($000) $46,719 Shares 296,236 Est. Cost $56.72 Unrealized +175.6%
LLY Lilly Eli & Co 1.9%
Value ($000) $42,585 Shares 306,987 Est. Cost $47.21 Unrealized +171.5%
Verizon Communications Inc 1.7%
Value ($000) $37,301 Shares 694,234 Est. Cost $51.95 Unrealized
AEP American Electric Power Inc 1.6%
Value ($000) $36,869 Shares 460,972 Est. Cost $43.49 Unrealized +76.0%
Facebook Inc Cl A 1.5%
Value ($000) $33,521 Shares 200,967 Est. Cost $148.46 Unrealized
Paypal Holdings Inc 1.4%
Value ($000) $32,484 Shares 339,295 Est. Cost $38.92 Unrealized
Alphabet Inc Cap Stock Cl C 1.3%
Value ($000) $28,714 Shares 24,694 Est. Cost $923.63 Unrealized
AT&T Inc 1.2%
Value ($000) $26,840 Shares 920,769 Est. Cost $35.32 Unrealized
CAT Caterpillar Inc 1.0%
Value ($000) $23,218 Shares 200,083 Est. Cost $84.86 Unrealized +33.6%
SO Southern Co 1.0%
Value ($000) $21,922 Shares 404,916 Est. Cost $37.41 Unrealized +34.9%
Duke Energy Corp 0.9%
Value ($000) $20,884 Shares 258,209 Est. Cost $78.29 Unrealized
BA Boeing Co 0.9%
Value ($000) $20,572 Shares 137,939 Est. Cost $174.48 Unrealized +56.4%
Enbridge Inc 0.9%
Value ($000) $19,478 Shares 669,564 Est. Cost $32.97 Unrealized
Southern Copper Corp 0.9%
Value ($000) $19,468 Shares 691,342 Est. Cost $32.64 Unrealized
EPD Enterprise Prods Partners L P 0.8%
Value ($000) $18,922 Shares 1,323,219 Est. Cost $36.48 Unrealized
PEG Public Service Enterprise Grou 0.7%
Value ($000) $16,597 Shares 369,561 Est. Cost $34.12 Unrealized +29.4%
DE Deere & Co 0.7%
Value ($000) $16,361 Shares 118,422 Est. Cost $88.84 Unrealized +64.0%
BCE Inc 0.7%
Value ($000) $16,216 Shares 396,876 Est. Cost $44.27 Unrealized
PPL Corp 0.7%
Value ($000) $16,198 Shares 656,333 Est. Cost $31.14 Unrealized
IT Gartner Inc 0.7%
Value ($000) $15,446 Shares 155,128 Est. Cost $117.16 Unrealized +16.9%
Magellan Midstream Partners LP 0.7%
Value ($000) $15,398 Shares 421,983 Est. Cost $64.34 Unrealized
KMB Kimberly Clark Corp 0.7%
Value ($000) $15,334 Shares 119,923 Est. Cost $96.01 Unrealized +16.8%
CARG Cargurus Inc Cl A 0.7%
Value ($000) $15,068 Shares 795,589 Est. Cost $29.87 Unrealized -4.2%
FE FirstEnergy Corp 0.6%
Value ($000) $14,236 Shares 355,275 Est. Cost $29.72 Unrealized +22.3%
Mongodb Inc Cl A 0.6%
Value ($000) $13,780 Shares 100,925 Est. Cost $88.45 Unrealized
KO Coca-Cola Co 0.6%
Value ($000) $13,641 Shares 308,269 Est. Cost $37.89 Unrealized +18.8%
ABT Abbott Laboratories 0.6%
Value ($000) $13,278 Shares 168,271 Est. Cost $41.65 Unrealized +80.8%
JNJ Johnson & Johnson 0.6%
Value ($000) $12,825 Shares 97,805 Est. Cost $108.42 Unrealized +10.8%
JPMorgan Chase & Co 0.6%
Value ($000) $12,624 Shares 140,218 Est. Cost $86.41 Unrealized
EMR Emerson Electric Co 0.5%
Value ($000) $12,346 Shares 259,092 Est. Cost $53.63 Unrealized +7.7%
Merck & Co Inc 0.5%
Value ($000) $12,194 Shares 158,491 Est. Cost $61.48 Unrealized
USB US Bancorp Del 0.5%
Value ($000) $11,868 Shares 344,499 Est. Cost $32.56 Unrealized +14.3%
Shopify Inc Cl A 0.5%
Value ($000) $10,903 Shares 26,150 Est. Cost $154.53 Unrealized
RCI Rogers Communications Inc Cl B 0.5%
Value ($000) $10,888 Shares 262,166 Est. Cost $48.95 Unrealized -4.4%
MS Morgan Stanley 0.4%
Value ($000) $9,812 Shares 288,583 Est. Cost $31.87 Unrealized +22.8%
SPDR S&P 500 ETF Trust Call Op 0.4%
Value ($000) $9,718 Shares 2,572 Est. Cost $3778.38 Unrealized
WMT Wal-Mart Stores Inc 0.4%
Value ($000) $9,486 Shares 83,487 Est. Cost $26.65 Unrealized +32.7%
CVX Chevron Corp 0.4%
Value ($000) $8,721 Shares 120,350 Est. Cost $80.23 Unrealized -5.3%
Kinder Morgan Inc 0.4%
Value ($000) $8,655 Shares 621,795 Est. Cost $18.45 Unrealized
HON Honeywell Intl Inc 0.3%
Value ($000) $7,785 Shares 58,192 Est. Cost $99.02 Unrealized +37.9%
BMY Bristol Myers Squibb Co 0.3%
Value ($000) $7,678 Shares 137,748 Est. Cost $33.37 Unrealized +45.6%
AJG Gallagher Arthur J & Co 0.3%
Value ($000) $7,509 Shares 92,118 Est. Cost $52.89 Unrealized +69.0%
PM Philip Morris Intl Inc 0.3%
Value ($000) $7,415 Shares 101,624 Est. Cost $58.56 Unrealized +3.7%
CL Colgate Palmolive Co 0.3%
Value ($000) $7,112 Shares 107,177 Est. Cost $53.88 Unrealized +14.2%
OKTA Okta Inc Cl A 0.3%
Value ($000) $7,103 Shares 58,100 Est. Cost $63.48 Unrealized +97.7%
Healthpeak Properties Inc 0.3%
Value ($000) $7,073 Shares 296,582 Est. Cost $34.47 Unrealized
KKR & Co Inc Cl A 0.3%
Value ($000) $7,072 Shares 301,341 Est. Cost $26.86 Unrealized
AAPL Apple Inc 0.3%
Value ($000) $6,760 Shares 26,585 Est. Cost $23.72 Unrealized +199.7%
BHP BHP Billiton Ltd Sp ADR 0.3%
Value ($000) $6,627 Shares 180,624 Est. Cost $52.18 Unrealized
FTS Fortis Inc 0.3%
Value ($000) $6,528 Shares 169,344 Est. Cost $22.37 Unrealized +46.3%
Nutrien Ltd 0.3%
Value ($000) $5,846 Shares 172,253 Est. Cost $49.17 Unrealized
CINF Cincinnati Financial Corp 0.3%
Value ($000) $5,796 Shares 76,820 Est. Cost $53.59 Unrealized +59.2%
TC Energy Corp 0.3%
Value ($000) $5,636 Shares 127,218 Est. Cost $49.59 Unrealized
BAC Bank America Corp 0.2%
Value ($000) $5,571 Shares 262,421 Est. Cost $17.44 Unrealized +48.6%
Madison Square Grdn Sprt Corp 0.2%
Value ($000) $5,285 Shares 25,000 Est. Cost $294.20 Unrealized
BNS Bank N S Halifax 0.2%
Value ($000) $5,113 Shares 125,935 Est. Cost $36.13 Unrealized +1.6%
CLX Clorox Co 0.2%
Value ($000) $4,753 Shares 27,434 Est. Cost $71.83 Unrealized +93.1%
IAC/InterActiveCorp 0.2%
Value ($000) $4,731 Shares 26,394 Est. Cost $63.18 Unrealized
PG Procter And Gamble Co 0.2%
Value ($000) $4,698 Shares 42,708 Est. Cost $66.03 Unrealized +57.2%
Costco Wholesale Corp 0.2%
Value ($000) $4,675 Shares 16,397 Est. Cost $126.68 Unrealized
Unilever NV NY 0.2%
Value ($000) $4,547 Shares 93,201 Est. Cost $57.97 Unrealized
PSX Phillips 66 0.2%
Value ($000) $4,500 Shares 83,881 Est. Cost $60.36 Unrealized +5.7%
Royal Dutch Shell PLC Sp ADR A 0.2%
Value ($000) $4,332 Shares 124,173 Est. Cost $61.08 Unrealized
OKE Oneok Inc 0.2%
Value ($000) $3,751 Shares 171,999 Est. Cost $31.88 Unrealized +29.2%
Duke Realty Corp 0.2%
Value ($000) $3,721 Shares 114,908 Est. Cost $17.84 Unrealized
PEP PepsiCo Inc 0.2%
Value ($000) $3,491 Shares 29,070 Est. Cost $60.45 Unrealized +86.5%
PAYX Paychex Inc 0.2%
Value ($000) $3,396 Shares 53,968 Est. Cost $31.83 Unrealized +111.8%
ConocoPhillips 0.1%
Value ($000) $3,292 Shares 106,894 Est. Cost $61.71 Unrealized
Holly Energy Partners LP 0.1%
Value ($000) $3,283 Shares 233,997 Est. Cost $33.77 Unrealized
Valero Energy Corp 0.1%
Value ($000) $3,166 Shares 69,798 Est. Cost $54.87 Unrealized
BP BP PLC Sp ADR 0.1%
Value ($000) $3,083 Shares 126,405 Est. Cost $41.05 Unrealized
Accenture PLC Ireland Class A 0.1%
Value ($000) $3,007 Shares 18,421 Est. Cost $84.74 Unrealized
FDVV Fidelity Core Div ETF 0.1%
Value ($000) $2,809 Shares 122,628 Est. Cost $26.94 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $2,533 Shares 17,957 Est. Cost $68.91 Unrealized +110.4%
PFE Pfizer Inc 0.1%
Value ($000) $2,491 Shares 76,310 Est. Cost $17.57 Unrealized +47.0%
Altria Group Inc 0.1%
Value ($000) $2,397 Shares 61,986 Est. Cost $45.40 Unrealized
NDAQ NASDAQ Inc 0.1%
Value ($000) $2,274 Shares 23,953 Est. Cost $11.25 Unrealized +189.6%
DIS Disney Walt Co Disney 0.1%
Value ($000) $2,264 Shares 23,437 Est. Cost $68.44 Unrealized +80.5%
CAG Conagra Brands Inc 0.1%
Value ($000) $2,181 Shares 74,337 Est. Cost $18.22 Unrealized +29.2%
RYN Rayonier Inc 0.1%
Value ($000) $2,127 Shares 90,333 Est. Cost $38.63 Unrealized
Unilever PLC Sp ADR 0.1%
Value ($000) $2,075 Shares 41,040 Est. Cost $52.84 Unrealized
Goldman Sachs Group Inc 0.1%
Value ($000) $2,070 Shares 13,392 Est. Cost $168.44 Unrealized
WY Weyerhaeuser Co 0.1%
Value ($000) $2,046 Shares 120,720 Est. Cost $19.35 Unrealized +9.4%
Twilio Inc Cl A 0.1%
Value ($000) $2,000 Shares 22,350 Est. Cost $96.86 Unrealized
United Technologies Corp 0.1%
Value ($000) $1,911 Shares 20,258 Est. Cost $101.91 Unrealized
NiSource Inc 0.1%
Value ($000) $1,892 Shares 75,757 Est. Cost $31.24 Unrealized
INTC Intel Corp 0.1%
Value ($000) $1,841 Shares 34,020 Est. Cost $27.28 Unrealized +91.8%
LOW Lowes Cos Inc 0.1%
Value ($000) $1,824 Shares 21,199 Est. Cost $41.80 Unrealized +135.1%
BDX Becton Dickinson & Co 0.1%
Value ($000) $1,622 Shares 7,060 Est. Cost $181.37 Unrealized +24.0%
ALL Allstate Corp 0.1%
Value ($000) $1,616 Shares 17,622 Est. Cost $38.56 Unrealized +144.4%
MAS Masco Corp 0.1%
Value ($000) $1,520 Shares 43,962 Est. Cost $16.41 Unrealized +141.0%
Comcast Corp Cl A 0.1%
Value ($000) $1,437 Shares 41,792 Est. Cost $47.67 Unrealized
GPC Genuine Parts Co 0.1%
Value ($000) $1,378 Shares 20,459 Est. Cost $63.47 Unrealized +18.4%
LMT Lockheed Martin Corp 0.1%
Value ($000) $1,329 Shares 3,921 Est. Cost $80.75 Unrealized +314.8%
LW Lamb Weston Holdings Inc 0.1%
Value ($000) $1,320 Shares 23,125 Est. Cost $31.96 Unrealized +134.0%
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $1,278 Shares 25,523 Est. Cost $26.48 Unrealized +76.4%
Oracle Corp 0.0%
Value ($000) $1,121 Shares 23,202 Est. Cost $36.56 Unrealized
ROL Rollins Inc 0.0%
Value ($000) $1,061 Shares 29,363 Est. Cost $12.77 Unrealized +79.9%
CVS CVS Health Corp 0.0%
Value ($000) $1,023 Shares 17,240 Est. Cost $48.10 Unrealized +15.0%
WFC Wells Fargo & Co 0.0%
Value ($000) $1,021 Shares 35,567 Est. Cost $36.81 Unrealized -0.5%
Exxon Mobil Corp 0.0%
Value ($000) $956 Shares 25,190 Est. Cost $87.02 Unrealized
KEY KeyCorp 0.0%
Value ($000) $956 Shares 92,160 Est. Cost $7.60 Unrealized +63.7%
HD Home Depot Inc 0.0%
Value ($000) $910 Shares 4,872 Est. Cost $79.06 Unrealized +140.5%
Exelon Corp 0.0%
Value ($000) $862 Shares 23,414 Est. Cost $33.36 Unrealized
3M Co 0.0%
Value ($000) $801 Shares 5,866 Est. Cost $186.63 Unrealized
Capital One Financial Corp 0.0%
Value ($000) $741 Shares 14,706 Est. Cost $78.26 Unrealized
PAA Plains All American Pipeline L 0.0%
Value ($000) $636 Shares 120,522 Est. Cost $25.92 Unrealized
DuPont de Nemours Inc 0.0%
Value ($000) $627 Shares 18,390 Est. Cost $75.06 Unrealized
DOW Dow Inc 0.0%
Value ($000) $597 Shares 20,420 Est. Cost $36.37 Unrealized -15.9%
Elanco Animal Health Inc 0.0%
Value ($000) $590 Shares 26,368 Est. Cost $32.07 Unrealized
Blueprint Medicines Corp 0.0%
Value ($000) $585 Shares 10,000 Est. Cost $73.50 Unrealized
STAA Staar Surgical Co 0.0%
Value ($000) $581 Shares 18,000 Est. Cost $7.31 Unrealized +360.8%
Corteva Inc 0.0%
Value ($000) $574 Shares 24,411 Est. Cost $29.56 Unrealized
Johnson Controls Intl PLC 0.0%
Value ($000) $563 Shares 20,895 Est. Cost $41.29 Unrealized
Energy Transfer LP 0.0%
Value ($000) $561 Shares 122,055 Est. Cost $13.56 Unrealized
DOCU Docusign Inc 0.0%
Value ($000) $557 Shares 6,029 Est. Cost $51.03 Unrealized +57.6%
HAS Hasbro Inc 0.0%
Value ($000) $545 Shares 7,616 Est. Cost $38.27 Unrealized +79.8%
Mplx Lp 0.0%
Value ($000) $541 Shares 46,540 Est. Cost $33.73 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $505 Shares 3,461 Est. Cost $62.57 Unrealized +161.5%
UPS United Parcel Service Inc Cl B 0.0%
Value ($000) $504 Shares 5,399 Est. Cost $74.80 Unrealized +9.5%
RIO Rio Tinto PLC Sp ADR 0.0%
Value ($000) $458 Shares 10,050 Est. Cost $50.22 Unrealized
APD Air Prods & Chems Inc 0.0%
Value ($000) $450 Shares 2,253 Est. Cost $70.09 Unrealized +181.1%
GIS General Mills Inc 0.0%
Value ($000) $393 Shares 7,441 Est. Cost $37.49 Unrealized +15.5%
FedEx Corp 0.0%
Value ($000) $380 Shares 3,130 Est. Cost $98.64 Unrealized
IP International Paper Co 0.0%
Value ($000) $348 Shares 11,163 Est. Cost $27.05 Unrealized +5.4%
Medtronic PLC 0.0%
Value ($000) $342 Shares 3,795 Est. Cost $75.34 Unrealized
BKH Black Hills Corp 0.0%
Value ($000) $328 Shares 5,118 Est. Cost $30.13 Unrealized +97.3%
Topbuild Corp 0.0%
Value ($000) $327 Shares 4,570 Est. Cost $31.14 Unrealized
Douglas Emmett Inc 0.0%
Value ($000) $323 Shares 10,576 Est. Cost $25.82 Unrealized
AbbVie Inc 0.0%
Value ($000) $313 Shares 4,108 Est. Cost $50.96 Unrealized
IGM iShares N America Tech ETF 0.0%
Value ($000) $312 Shares 1,473 Est. Cost $118.46 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $287 Shares 19,318 Est. Cost $12.91 Unrealized +52.3%
Barrick Gold Corporation 0.0%
Value ($000) $267 Shares 14,586 Est. Cost $16.05 Unrealized
Stag Industrial Inc 0.0%
Value ($000) $250 Shares 11,088 Est. Cost $19.93 Unrealized
IWR iShares Rus Mid Cap ETF 0.0%
Value ($000) $248 Shares 5,745 Est. Cost $76.19 Unrealized
EOG Resources Inc 0.0%
Value ($000) $211 Shares 5,885 Est. Cost $138.88 Unrealized
Select Sector SPDR Healthcare 0.0%
Value ($000) $209 Shares 2,361 Est. Cost $72.75 Unrealized
SPDR S&P 500 ETF Tr 0.0%
Value ($000) $206 Shares 800 Est. Cost $167.50 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $204 Shares 2,376 Est. Cost $121.39 Unrealized +8.2%
Welltower Inc 0.0%
Value ($000) $196 Shares 4,273 Est. Cost $68.24 Unrealized
Magenta Therapeutics Inc 0.0%
Value ($000) $176 Shares 28,000 Est. Cost $12.00 Unrealized
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $170 Shares 1,489 Est. Cost $120.29 Unrealized
Booking Holdings Inc 0.0%
Value ($000) $168 Shares 125 Est. Cost $2080.00 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.0%
Value ($000) $165 Shares 901 Est. Cost $166.34 Unrealized +27.8%
Select Sector SPDR Utilities 0.0%
Value ($000) $155 Shares 2,804 Est. Cost $47.24 Unrealized
ETF Ser Solutions US Global Je 0.0%
Value ($000) $152 Shares 10,300 Est. Cost $14.76 Unrealized
INDB Independent Bank Corp MA 0.0%
Value ($000) $152 Shares 2,360 Est. Cost $25.86 Unrealized +127.2%
AFL Aflac Inc 0.0%
Value ($000) $148 Shares 4,318 Est. Cost $32.58 Unrealized +21.8%
IBM Intl Business Machines 0.0%
Value ($000) $146 Shares 1,318 Est. Cost $111.37 Unrealized -11.8%
TC Pipelines LP 0.0%
Value ($000) $145 Shares 5,292 Est. Cost $50.60 Unrealized
Chubb Limited 0.0%
Value ($000) $144 Shares 1,290 Est. Cost $119.93 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $143 Shares 857 Est. Cost $103.92 Unrealized +76.4%
Hess Corp 0.0%
Value ($000) $138 Shares 4,144 Est. Cost $47.50 Unrealized
IBB iShares NASDAQ Biotec ETF 0.0%
Value ($000) $127 Shares 1,181 Est. Cost $154.85 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $119 Shares 2,598 Est. Cost $76.59 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $112 Shares 678 Est. Cost $117.68 Unrealized +46.0%
NVIDIA Corp 0.0%
Value ($000) $112 Shares 425 Est. Cost $231.57 Unrealized
AmerisourceBergen Corp 0.0%
Value ($000) $107 Shares 1,215 Est. Cost $80.25 Unrealized
Marathon Petroleum Corp 0.0%
Value ($000) $102 Shares 4,309 Est. Cost $59.66 Unrealized
Myomo Inc 0.0%
Value ($000) $99 Shares 27,805 Est. Cost $0.62 Unrealized
Select Sector SPDR Financial 0.0%
Value ($000) $97 Shares 4,654 Est. Cost $20.11 Unrealized
FLR Fluor Corp 0.0%
Value ($000) $94 Shares 13,618 Est. Cost $55.47 Unrealized -75.0%
Dominion Energy Inc 0.0%
Value ($000) $94 Shares 1,304 Est. Cost $72.69 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $87 Shares 1,291 Est. Cost $48.26 Unrealized +49.1%
CPB Campbell Soup Co 0.0%
Value ($000) $61 Shares 1,312 Est. Cost $32.54 Unrealized +21.8%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $58 Shares 204 Est. Cost $117.35 Unrealized +164.6%
Select Sector SPDR Materials 0.0%
Value ($000) $58 Shares 1,282 Est. Cost $48.65 Unrealized
Select Sector SPDR Consumer St 0.0%
Value ($000) $57 Shares 1,045 Est. Cost $53.57 Unrealized
Select Sector SPDR Industrials 0.0%
Value ($000) $56 Shares 943 Est. Cost $57.89 Unrealized
DXCM DexCom Inc 0.0%
Value ($000) $54 Shares 200 Est. Cost $62.23 Unrealized 0.0%
SLB Schlumberger Ltd 0.0%
Value ($000) $54 Shares 4,008 Est. Cost $56.71 Unrealized -55.4%
Alphabet Inc Cap Stock Cl A 0.0%
Value ($000) $52 Shares 45 Est. Cost $777.78 Unrealized
VEA Vanguard Tax Mgd FTSE Dev Mkt 0.0%
Value ($000) $50 Shares 1,512 Est. Cost $39.07 Unrealized
C Citigroup Inc 0.0%
Value ($000) $49 Shares 1,175 Est. Cost $35.87 Unrealized +51.1%
MMLP Martin Midstream Partners LP 0.0%
Value ($000) $45 Shares 41,000 Est. Cost $17.04 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $45 Shares 449 Est. Cost $59.68 Unrealized +99.5%
CCL Carnival Corp 0.0%
Value ($000) $42 Shares 3,200 Est. Cost $35.30 Unrealized 0.0%
Select Sector SPDR Energy 0.0%
Value ($000) $39 Shares 1,335 Est. Cost $76.34 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $38 Shares 200 Est. Cost $222.08 Unrealized +0.7%
OLN Olin Corp 0.0%
Value ($000) $38 Shares 3,261 Est. Cost $15.35 Unrealized -15.2%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $36 Shares 719 Est. Cost $49.37 Unrealized +25.6%
General Electric Co 0.0%
Value ($000) $35 Shares 4,450 Est. Cost $21.05 Unrealized
Penumbra Inc 0.0%
Value ($000) $32 Shares 201 Est. Cost $134.29 Unrealized
EL Lauder Estee Cos Inc Cl A 0.0%
Value ($000) $32 Shares 198 Est. Cost $65.10 Unrealized +174.2%
Valvoline Inc 0.0%
Value ($000) $32 Shares 2,481 Est. Cost $23.87 Unrealized
VEEV Veeva Systems Inc Cl A 0.0%
Value ($000) $31 Shares 201 Est. Cost $160.40 Unrealized -8.6%
SPDR S&P Regl Banking 0.0%
Value ($000) $31 Shares 946 Est. Cost $41.56 Unrealized
AA Alcoa Corp 0.0%
Value ($000) $26 Shares 4,198 Est. Cost $29.85 Unrealized -56.1%
Waste Management Inc 0.0%
Value ($000) $25 Shares 273 Est. Cost $91.58 Unrealized
Pentair PLC 0.0%
Value ($000) $24 Shares 806 Est. Cost $51.85 Unrealized
BK Bank New York Mellon Corp 0.0%
Value ($000) $23 Shares 695 Est. Cost $31.29 Unrealized +13.0%
SPDR S&P Mid Cap 400 ETF Tr 0.0%
Value ($000) $21 Shares 80 Est. Cost $225.00 Unrealized
Select Sector SPDR Tr Real Est 0.0%
Value ($000) $21 Shares 681 Est. Cost $33.19 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $20 Shares 1,730 Est. Cost $57.50 Unrealized -47.7%
Fortinet Inc 0.0%
Value ($000) $20 Shares 200 Est. Cost $100.00 Unrealized
Targa Res Corp 0.0%
Value ($000) $19 Shares 2,734 Est. Cost $31.96 Unrealized
Westpac Banking Corp Sp ADR 0.0%
Value ($000) $17 Shares 1,642 Est. Cost $25.25 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $15 Shares 626 Est. Cost $55.48 Unrealized -62.7%
Xerox Holdings Corp Com New 0.0%
Value ($000) $14 Shares 739 Est. Cost $30.18 Unrealized
AXP American Express Co 0.0%
Value ($000) $14 Shares 168 Est. Cost $62.53 Unrealized +72.1%
PNC PNC Financial Services Group I 0.0%
Value ($000) $14 Shares 149 Est. Cost $51.33 Unrealized +111.0%
PLXS Plexus Corp 0.0%
Value ($000) $13 Shares 240 Est. Cost $49.47 Unrealized +36.4%
Uniti Group Inc 0.0%
Value ($000) $13 Shares 2,112 Est. Cost $25.87 Unrealized
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $11 Shares 205 Est. Cost $56.27 Unrealized
McKesson Corp 0.0%
Value ($000) $11 Shares 84 Est. Cost $159.27 Unrealized
Royal Caribbean Cruises Ltd 0.0%
Value ($000) $10 Shares 300 Est. Cost $33.33 Unrealized
Keurig Dr Pepper Inc 0.0%
Value ($000) $9 Shares 365 Est. Cost $22.66 Unrealized
Norwegian Cruise Line Holdings 0.0%
Value ($000) $8 Shares 700 Est. Cost $11.43 Unrealized
GAP Gap Inc 0.0%
Value ($000) $6 Shares 821 Est. Cost $18.44 Unrealized -33.7%
iShares MSCI Jpn ETF 0.0%
Value ($000) $6 Shares 121 Est. Cost $52.17 Unrealized
Zimmer Biomet Holdings Inc 0.0%
Value ($000) $5 Shares 49 Est. Cost $122.45 Unrealized
Resideo Technologies Inc 0.0%
Value ($000) $5 Shares 1,074 Est. Cost $20.56 Unrealized
Dell Technologies Inc Cl C 0.0%
Value ($000) $5 Shares 119 Est. Cost $50.42 Unrealized
Anheuser-Busch InBev SA NV Sp 0.0%
Value ($000) $5 Shares 123 Est. Cost $109.29 Unrealized
Enlink Midstream LLC Unit Rep 0.0%
Value ($000) $5 Shares 4,836 Est. Cost $12.82 Unrealized
Advansix Inc 0.0%
Value ($000) $3 Shares 277 Est. Cost $22.11 Unrealized
Hp Inc 0.0%
Value ($000) $3 Shares 161 Est. Cost $13.67 Unrealized
Nordstrom Inc 0.0%
Value ($000) $3 Shares 192 Est. Cost $60.76 Unrealized
Vaneck Vectors ETF Tr Oil Serv 0.0%
Value ($000) $3 Shares 683 Est. Cost $28.00 Unrealized
GTX Garrett Motion Inc 0.0%
Value ($000) $2 Shares 778 Est. Cost $13.59 Unrealized -46.5%
Nabors Industries Ltd 0.0%
Value ($000) $2 Shares 4,910 Est. Cost $8.94 Unrealized
WAB Wabtec Corp 0.0%
Value ($000) $1 Shares 21 Est. Cost $69.17 Unrealized -4.1%
CNDT Conduent Inc 0.0%
Value ($000) $1 Shares 530 Est. Cost $15.22 Unrealized -74.0%
Hewlett Packard Enterprise Co 0.0%
Value ($000) $1 Shares 154 Est. Cost $20.88 Unrealized
Costamare Inc 0.0%
Value ($000) $1 Shares 203 Est. Cost $9.93 Unrealized
Shockwave Med Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.00 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $0 Shares 14 Est. Cost $36.21 Unrealized -56.8%
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
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 +12.0%
Perspecta Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
Nvent Electric PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $26.32 Unrealized
Dxc Technology Co 0.0%
Value ($000) $0 Shares 12 Est. Cost $83.33 Unrealized