Waverly Advisors, LLC Diversified Active

CIK: 0001568787 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 27, 2017

Total Value ($000): $398,171 (100.0% shares, 0.0% debt)

Holdings (219)

AGG ISHARES TR 14.0%
Value ($000) $55,682 Shares 508,467 Est. Cost $112.18 Unrealized
VOE VANGUARD INDEX FDS 10.3%
Value ($000) $41,098 Shares 399,512 Est. Cost $72.22 Unrealized
VOT VANGUARD INDEX FDS 9.9%
Value ($000) $39,447 Shares 335,207 Est. Cost $81.97 Unrealized
VUG VANGUARD INDEX FDS 8.6%
Value ($000) $34,226 Shares 269,410 Est. Cost $81.56 Unrealized
SFBS SERVISFIRST BANCSHARES INC 3.6%
Value ($000) $14,367 Shares 389,464 Est. Cost $26.72 Unrealized +18.9%
VEA VANGUARD TAX MANAGED INTL FD 2.6%
Value ($000) $10,254 Shares 248,170 Est. Cost $37.56 Unrealized
SPAB SPDR SERIES TRUST 1.5%
Value ($000) $5,902 Shares 102,344 Est. Cost $58.26 Unrealized
VO VANGUARD INDEX FDS 1.3%
Value ($000) $5,066 Shares 35,548 Est. Cost $118.82 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $4,365 Shares 30,306 Est. Cost $28.98 Unrealized +18.4%
ORCL ORACLE CORP 1.0%
Value ($000) $3,902 Shares 77,828 Est. Cost $35.15 Unrealized +14.1%
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $3,877 Shares 16,032 Est. Cost $200.82 Unrealized
VB VANGUARD INDEX FDS 0.8%
Value ($000) $3,273 Shares 24,145 Est. Cost $119.44 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $3,216 Shares 36,737 Est. Cost $86.91 Unrealized
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $3,208 Shares 33,222 Est. Cost $85.88 Unrealized
IEMG ISHARES INC 0.8%
Value ($000) $3,189 Shares 63,732 Est. Cost $43.66 Unrealized
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $3,107 Shares 13,994 Est. Cost $177.54 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,936 Shares 56,183 Est. Cost $51.22 Unrealized
GENERAL ELECTRIC CO 0.7%
Value ($000) $2,805 Shares 103,854 Est. Cost $28.87 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $2,762 Shares 40,073 Est. Cost $54.68 Unrealized +14.0%
IWM ISHARES TR 0.7%
Value ($000) $2,726 Shares 19,345 Est. Cost $113.38 Unrealized
WFC WELLS FARGO CO NEW 0.6%
Value ($000) $2,391 Shares 43,149 Est. Cost $42.37 Unrealized -0.5%
VMC VULCAN MATLS CO 0.6%
Value ($000) $2,373 Shares 18,732 Est. Cost $107.57 Unrealized +8.2%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $2,357 Shares 29,192 Est. Cost $55.70 Unrealized -0.4%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $2,309 Shares 22,132 Est. Cost $73.65 Unrealized -0.6%
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $2,300 Shares 56,325 Est. Cost $36.38 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $2,292 Shares 51,093 Est. Cost $30.42 Unrealized +10.7%
GOOGL ALPHABET INC 0.6%
Value ($000) $2,290 Shares 2,463 Est. Cost $41.34 Unrealized +12.3%
COMMERCE UN BANCSHARES INC 0.6%
Value ($000) $2,254 Shares 94,412 Est. Cost $19.80 Unrealized
VBR VANGUARD INDEX FDS 0.6%
Value ($000) $2,204 Shares 17,931 Est. Cost $108.96 Unrealized
SCZ ISHARES TR 0.5%
Value ($000) $2,109 Shares 36,461 Est. Cost $50.64 Unrealized
IWD ISHARES TR 0.5%
Value ($000) $2,013 Shares 17,287 Est. Cost $114.25 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,972 Shares 14,905 Est. Cost $86.60 Unrealized +15.9%
V VISA INC 0.5%
Value ($000) $1,919 Shares 20,466 Est. Cost $78.13 Unrealized +11.9%
IEFA ISHARES TR 0.4%
Value ($000) $1,770 Shares 29,068 Est. Cost $58.50 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $1,770 Shares 1,828 Est. Cost $41.13 Unrealized +16.0%
BAC BANK AMER CORP 0.4%
Value ($000) $1,712 Shares 70,554 Est. Cost $18.53 Unrealized +3.1%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,703 Shares 20,217 Est. Cost $68.10 Unrealized +3.2%
IVV ISHARES TR 0.4%
Value ($000) $1,668 Shares 6,855 Est. Cost $229.44 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,657 Shares 19,017 Est. Cost $65.94 Unrealized +6.4%
IJJ ISHARES TR 0.4%
Value ($000) $1,539 Shares 10,360 Est. Cost $101.43 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $1,523 Shares 14,336 Est. Cost $101.42 Unrealized +1.0%
T AT&T INC 0.4%
Value ($000) $1,521 Shares 40,302 Est. Cost $14.59 Unrealized +9.2%
META FACEBOOK INC 0.4%
Value ($000) $1,505 Shares 9,968 Est. Cost $132.71 Unrealized +11.3%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $1,461 Shares 15,990 Est. Cost $60.80 Unrealized +12.7%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,442 Shares 5,194 Est. Cost $206.79 Unrealized +5.6%
MRK MERCK & CO INC 0.4%
Value ($000) $1,422 Shares 22,194 Est. Cost $46.09 Unrealized +1.0%
SO SOUTHERN CO 0.4%
Value ($000) $1,420 Shares 29,662 Est. Cost $29.11 Unrealized +20.5%
MMM 3M CO 0.4%
Value ($000) $1,420 Shares 6,822 Est. Cost $113.65 Unrealized +9.7%
CBS CORP NEW 0.3%
Value ($000) $1,390 Shares 21,799 Est. Cost $69.36 Unrealized
SCHR SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,390 Shares 25,762 Est. Cost $52.94 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $1,389 Shares 21,308 Est. Cost $57.71 Unrealized
GT GOODYEAR TIRE & RUBR CO 0.3%
Value ($000) $1,384 Shares 39,595 Est. Cost $33.96 Unrealized +1.4%
WMT WAL-MART STORES INC 0.3%
Value ($000) $1,382 Shares 18,262 Est. Cost $19.98 Unrealized +10.2%
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $1,375 Shares 9,432 Est. Cost $128.11 Unrealized
ENERGEN CORP 0.3%
Value ($000) $1,357 Shares 27,483 Est. Cost $54.43 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,349 Shares 16,760 Est. Cost $60.59 Unrealized -0.4%
AOA ISHARES 0.3%
Value ($000) $1,341 Shares 25,895 Est. Cost $47.62 Unrealized
WHR WHIRLPOOL CORP 0.3%
Value ($000) $1,317 Shares 6,871 Est. Cost $177.59 Unrealized +3.0%
AOM ISHARES 0.3%
Value ($000) $1,284 Shares 34,459 Est. Cost $35.31 Unrealized
HSY HERSHEY CO 0.3%
Value ($000) $1,252 Shares 11,662 Est. Cost $86.88 Unrealized +3.4%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $1,229 Shares 10,465 Est. Cost $60.45 Unrealized +22.9%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,228 Shares 7,679 Est. Cost $142.87 Unrealized +5.7%
PRA PROASSURANCE CORP 0.3%
Value ($000) $1,198 Shares 19,698 Est. Cost $49.66 Unrealized +20.8%
AOR ISHARES 0.3%
Value ($000) $1,196 Shares 27,429 Est. Cost $40.40 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,163 Shares 7,560 Est. Cost $111.80 Unrealized -7.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,156 Shares 6,823 Est. Cost $162.06 Unrealized +2.6%
IVOO VANGUARD ADMIRAL FDS INC 0.3%
Value ($000) $1,153 Shares 9,812 Est. Cost $104.91 Unrealized
DE DEERE & CO 0.3%
Value ($000) $1,145 Shares 9,265 Est. Cost $94.62 Unrealized +8.6%
VSS VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,093 Shares 10,109 Est. Cost $98.14 Unrealized
MCK MCKESSON CORP 0.3%
Value ($000) $1,071 Shares 6,510 Est. Cost $136.52 Unrealized +3.7%
NATIONAL OILWELL VARCO INC 0.3%
Value ($000) $1,022 Shares 31,016 Est. Cost $39.83 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,019 Shares 30,327 Est. Cost $20.69 Unrealized +4.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,019 Shares 4 Est. Cost $250565.10 Unrealized -0.4%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,001 Shares 18,294 Est. Cost $53.45 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $986 Shares 11,115 Est. Cost $62.20 Unrealized +8.8%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $976 Shares 8,040 Est. Cost $104.26 Unrealized +8.4%
ACIW ACI WORLDWIDE INC 0.2%
Value ($000) $965 Shares 43,134 Est. Cost $20.29 Unrealized +10.3%
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $951 Shares 11,780 Est. Cost $80.33 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $947 Shares 16,987 Est. Cost $39.83 Unrealized +0.2%
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $945 Shares 12,126 Est. Cost $60.58 Unrealized -3.6%
BA BOEING CO 0.2%
Value ($000) $938 Shares 4,743 Est. Cost $147.62 Unrealized +18.5%
JLL JONES LANG LASALLE INC 0.2%
Value ($000) $905 Shares 7,236 Est. Cost $106.97 Unrealized +5.8%
STT STATE STR CORP 0.2%
Value ($000) $890 Shares 9,922 Est. Cost $60.93 Unrealized +5.4%
CSCO CISCO SYS INC 0.2%
Value ($000) $860 Shares 27,483 Est. Cost $22.73 Unrealized +10.2%
HAL HALLIBURTON CO 0.2%
Value ($000) $854 Shares 20,005 Est. Cost $45.14 Unrealized -14.3%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $851 Shares 4,591 Est. Cost $136.98 Unrealized +11.5%
HRL HORMEL FOODS CORP 0.2%
Value ($000) $829 Shares 24,291 Est. Cost $28.51 Unrealized -3.0%
HD HOME DEPOT INC 0.2%
Value ($000) $827 Shares 5,389 Est. Cost $104.77 Unrealized +18.8%
HON HONEYWELL INTL INC 0.2%
Value ($000) $821 Shares 6,159 Est. Cost $92.15 Unrealized +7.2%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $815 Shares 6,313 Est. Cost $73.34 Unrealized +31.2%
ENSTAR GROUP LIMITED 0.2%
Value ($000) $814 Shares 4,100 Est. Cost $132.93 Unrealized
RYDEX ETF TRUST 0.2%
Value ($000) $809 Shares 6,486 Est. Cost $120.72 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $808 Shares 5,639 Est. Cost $104.58 Unrealized +8.4%
CMI CUMMINS INC 0.2%
Value ($000) $803 Shares 4,948 Est. Cost $117.25 Unrealized +5.6%
SELECT COMFORT CORP 0.2%
Value ($000) $791 Shares 22,297 Est. Cost $24.80 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $783 Shares 862 Est. Cost $40.05 Unrealized +13.5%
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $776 Shares 7,224 Est. Cost $77.69 Unrealized +8.2%
C CITIGROUP INC 0.2%
Value ($000) $766 Shares 11,448 Est. Cost $42.81 Unrealized +8.5%
INTC INTEL CORP 0.2%
Value ($000) $764 Shares 22,656 Est. Cost $29.68 Unrealized -0.4%
NKE NIKE INC 0.2%
Value ($000) $763 Shares 12,934 Est. Cost $50.92 Unrealized -5.2%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $752 Shares 5,684 Est. Cost $87.85 Unrealized +17.1%
IVW ISHARES TR 0.2%
Value ($000) $749 Shares 5,473 Est. Cost $132.20 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $748 Shares 10,045 Est. Cost $32.43 Unrealized +21.2%
GPC GENUINE PARTS CO 0.2%
Value ($000) $740 Shares 7,976 Est. Cost $74.23 Unrealized -3.7%
ELV ANTHEM INC 0.2%
Value ($000) $729 Shares 3,875 Est. Cost $141.68 Unrealized +13.2%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $724 Shares 5,932 Est. Cost $112.24 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $723 Shares 6,256 Est. Cost $77.23 Unrealized +14.2%
ABBV ABBVIE INC 0.2%
Value ($000) $719 Shares 9,921 Est. Cost $43.12 Unrealized +8.9%
SCANA CORP NEW 0.2%
Value ($000) $707 Shares 10,546 Est. Cost $65.39 Unrealized
BROADCOM LTD 0.2%
Value ($000) $705 Shares 3,027 Est. Cost $197.76 Unrealized
COR AMERISOURCEBERGEN CORP 0.2%
Value ($000) $703 Shares 7,439 Est. Cost $66.47 Unrealized +1.8%
SCHW SCHWAB CHARLES CORP NEW 0.2%
Value ($000) $685 Shares 15,941 Est. Cost $36.81 Unrealized -2.9%
QRVO QORVO INC 0.2%
Value ($000) $650 Shares 10,264 Est. Cost $64.25 Unrealized +11.3%
ASPEN INSURANCE HOLDINGS LTD 0.2%
Value ($000) $649 Shares 13,014 Est. Cost $52.02 Unrealized
MPC MARATHON PETE CORP 0.2%
Value ($000) $646 Shares 12,353 Est. Cost $37.82 Unrealized +4.5%
ABT ABBOTT LABS 0.2%
Value ($000) $641 Shares 13,182 Est. Cost $36.93 Unrealized +5.3%
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $640 Shares 12,549 Est. Cost $36.98 Unrealized +2.6%
AXS AXIS CAPITAL HOLDINGS LTD 0.2%
Value ($000) $617 Shares 9,549 Est. Cost $52.19 Unrealized -2.1%
DISCOVERY COMMUNICATNS NEW 0.2%
Value ($000) $613 Shares 24,301 Est. Cost $28.32 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $611 Shares 11,390 Est. Cost $41.50 Unrealized +18.2%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $606 Shares 13,566 Est. Cost $29.98 Unrealized -1.5%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $591 Shares 7,075 Est. Cost $55.30 Unrealized +6.9%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $568 Shares 10,307 Est. Cost $54.82 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $565 Shares 4,646 Est. Cost $98.85 Unrealized +9.5%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $557 Shares 7,236 Est. Cost $52.07 Unrealized +21.3%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $554 Shares 2,175 Est. Cost $190.01 Unrealized +8.7%
CLX CLOROX CO DEL 0.1%
Value ($000) $547 Shares 4,107 Est. Cost $100.47 Unrealized +4.8%
IJR ISHARES TR 0.1%
Value ($000) $543 Shares 7,748 Est. Cost $70.08 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $533 Shares 13,685 Est. Cost $27.04 Unrealized +18.0%
AETNA INC NEW 0.1%
Value ($000) $509 Shares 3,354 Est. Cost $127.44 Unrealized
SABR SABRE CORP 0.1%
Value ($000) $507 Shares 23,274 Est. Cost $22.89 Unrealized -0.5%
BAX BAXTER INTL INC 0.1%
Value ($000) $496 Shares 8,193 Est. Cost $42.71 Unrealized +15.0%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $486 Shares 4,490 Est. Cost $71.74 Unrealized -0.9%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $486 Shares 6,234 Est. Cost $51.42 Unrealized +27.6%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $478 Shares 7,729 Est. Cost $55.58 Unrealized +8.3%
IWF ISHARES TR 0.1%
Value ($000) $466 Shares 3,917 Est. Cost $97.37 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.1%
Value ($000) $462 Shares 9,186 Est. Cost $43.78 Unrealized +3.0%
SOTHEBYS 0.1%
Value ($000) $457 Shares 8,506 Est. Cost $45.50 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $457 Shares 3,141 Est. Cost $108.67 Unrealized +11.2%
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $456 Shares 4,554 Est. Cost $62.41 Unrealized +9.6%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $454 Shares 2,045 Est. Cost $184.61 Unrealized 0.0%
CELGENE CORP 0.1%
Value ($000) $450 Shares 3,462 Est. Cost $124.36 Unrealized
CBRE CBRE GROUP INC 0.1%
Value ($000) $447 Shares 12,285 Est. Cost $33.44 Unrealized +4.0%
AMGN AMGEN INC 0.1%
Value ($000) $447 Shares 2,597 Est. Cost $126.47 Unrealized -0.9%
COP CONOCOPHILLIPS 0.1%
Value ($000) $427 Shares 9,709 Est. Cost $33.33 Unrealized +6.5%
IWR ISHARES TR 0.1%
Value ($000) $425 Shares 2,215 Est. Cost $143.00 Unrealized
ALLERGAN PLC 0.1%
Value ($000) $420 Shares 1,726 Est. Cost $215.38 Unrealized
VRTS VIRTUS INVT PARTNERS INC 0.1%
Value ($000) $408 Shares 3,678 Est. Cost $86.40 Unrealized -4.8%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $402 Shares 6,108 Est. Cost $58.50 Unrealized -4.6%
IVE ISHARES TR 0.1%
Value ($000) $398 Shares 3,793 Est. Cost $104.32 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $397 Shares 6,937 Est. Cost $48.08 Unrealized +3.2%
REYNOLDS AMERICAN INC 0.1%
Value ($000) $396 Shares 6,087 Est. Cost $63.03 Unrealized
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $395 Shares 9,114 Est. Cost $34.49 Unrealized -0.4%
RF REGIONS FINL CORP NEW 0.1%
Value ($000) $391 Shares 26,696 Est. Cost $7.55 Unrealized +34.4%
OEF ISHARES TR 0.1%
Value ($000) $387 Shares 3,617 Est. Cost $77.17 Unrealized
POWERSHARES ETF TRUST 0.1%
Value ($000) $384 Shares 3,712 Est. Cost $103.45 Unrealized
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $383 Shares 2,398 Est. Cost $132.71 Unrealized +4.7%
NUVEEN S&P 500 BUY-WRITE INC 0.1%
Value ($000) $378 Shares 27,267 Est. Cost $12.58 Unrealized
PRICELINE GRP INC 0.1%
Value ($000) $376 Shares 201 Est. Cost $1604.76 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $372 Shares 2,753 Est. Cost $95.93 Unrealized
ADBE ADOBE SYS INC 0.1%
Value ($000) $369 Shares 2,612 Est. Cost $119.24 Unrealized +14.8%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $363 Shares 5,134 Est. Cost $54.74 Unrealized -11.7%
USB US BANCORP DEL 0.1%
Value ($000) $357 Shares 6,868 Est. Cost $38.07 Unrealized -2.9%
MCD MCDONALDS CORP 0.1%
Value ($000) $347 Shares 2,264 Est. Cost $97.49 Unrealized +21.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $345 Shares 5,910 Est. Cost $45.98 Unrealized +9.2%
CME CME GROUP INC 0.1%
Value ($000) $338 Shares 2,702 Est. Cost $76.99 Unrealized +13.7%
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $337 Shares 5,227 Est. Cost $47.87 Unrealized +22.3%
CNC CENTENE CORP DEL 0.1%
Value ($000) $330 Shares 4,136 Est. Cost $33.47 Unrealized +12.8%
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $323 Shares 4,463 Est. Cost $57.06 Unrealized -1.5%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $317 Shares 11,711 Est. Cost $27.40 Unrealized
TE CONNECTIVITY LTD 0.1%
Value ($000) $312 Shares 3,961 Est. Cost $74.48 Unrealized
VOD VODAFONE GROUP PLC NEW 0.1%
Value ($000) $311 Shares 10,817 Est. Cost $24.57 Unrealized
NWL NEWELL BRANDS INC 0.1%
Value ($000) $307 Shares 5,724 Est. Cost $29.09 Unrealized +18.8%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $306 Shares 2,945 Est. Cost $68.00 Unrealized +32.5%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $305 Shares 2,440 Est. Cost $91.11 Unrealized -0.9%
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $293 Shares 11,156 Est. Cost $30.99 Unrealized
BLACKSTONE GROUP L P 0.1%
Value ($000) $293 Shares 8,772 Est. Cost $33.40 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $286 Shares 2,217 Est. Cost $88.04 Unrealized +36.7%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $282 Shares 4,505 Est. Cost $51.16 Unrealized -2.7%
LQD ISHARES TR 0.1%
Value ($000) $275 Shares 2,283 Est. Cost $116.44 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $269 Shares 3,259 Est. Cost $76.35 Unrealized -8.4%
ENB ENBRIDGE INC 0.1%
Value ($000) $266 Shares 6,685 Est. Cost $24.73 Unrealized -3.7%
SHIRE PLC 0.1%
Value ($000) $261 Shares 1,579 Est. Cost $165.29 Unrealized
SPDR SERIES TRUST 0.1%
Value ($000) $260 Shares 5,684 Est. Cost $45.73 Unrealized
LEUCADIA NATL CORP 0.1%
Value ($000) $256 Shares 9,783 Est. Cost $25.96 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $256 Shares 2,349 Est. Cost $80.32 Unrealized +12.2%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $255 Shares 758 Est. Cost $260.02 Unrealized +28.3%
WELL WELLTOWER INC 0.1%
Value ($000) $249 Shares 3,324 Est. Cost $48.83 Unrealized +9.7%
XRAY DENTSPLY SIRONA INC 0.1%
Value ($000) $248 Shares 3,832 Est. Cost $63.18 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $247 Shares 2,962 Est. Cost $82.55 Unrealized
CERNER CORP 0.1%
Value ($000) $244 Shares 3,673 Est. Cost $59.09 Unrealized
MONSANTO CO NEW 0.1%
Value ($000) $236 Shares 1,998 Est. Cost $113.26 Unrealized
ENERGY TRANSFER PARTNERS LP 0.1%
Value ($000) $234 Shares 11,495 Est. Cost $20.36 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $231 Shares 1,322 Est. Cost $164.09 Unrealized 0.0%
LEVEL 3 COMMUNICATIONS INC 0.1%
Value ($000) $230 Shares 3,876 Est. Cost $57.28 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $229 Shares 1,622 Est. Cost $141.18 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $227 Shares 1,868 Est. Cost $69.12 Unrealized +42.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $224 Shares 3,397 Est. Cost $54.91 Unrealized 0.0%
ESS ESSEX PPTY TR INC 0.1%
Value ($000) $223 Shares 867 Est. Cost $170.16 Unrealized +10.4%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $222 Shares 2,318 Est. Cost $75.49 Unrealized +12.6%
DEO DIAGEO P L C 0.1%
Value ($000) $217 Shares 1,815 Est. Cost $115.70 Unrealized
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $214 Shares 5,570 Est. Cost $38.42 Unrealized
DOW CHEM CO 0.1%
Value ($000) $213 Shares 3,378 Est. Cost $63.52 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $212 Shares 431 Est. Cost $435.19 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $212 Shares 2,723 Est. Cost $59.32 Unrealized +13.8%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $210 Shares 1,659 Est. Cost $98.92 Unrealized +3.0%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $209 Shares 814 Est. Cost $217.50 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $208 Shares 4,810 Est. Cost $35.88 Unrealized +2.2%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $206 Shares 3,396 Est. Cost $41.84 Unrealized +7.7%
TORCHMARK CORP 0.1%
Value ($000) $205 Shares 2,684 Est. Cost $77.12 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $205 Shares 1,463 Est. Cost $27.54 Unrealized 0.0%
ALPS ETF TR 0.0%
Value ($000) $184 Shares 15,380 Est. Cost $12.47 Unrealized
BLACKROCK ENHANCED EQT DIV T 0.0%
Value ($000) $94 Shares 10,648 Est. Cost $7.89 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value ($000) $71 Shares 10,640 Est. Cost $6.67 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $70 Shares 14,000 Est. Cost $7.00 Unrealized
ANTHEM INC 0.0%
Value ($000) $39 Shares 15,000 Est. Cost $2.07 Unrealized
RPM INTL INC 0.0%
Value ($000) $33 Shares 28,000 Est. Cost $1.11 Unrealized
OLD REP INTL CORP 0.0%
Value ($000) $19 Shares 15,000 Est. Cost $1.20 Unrealized
HORNBECK OFFSHORE SVCS INC N 0.0%
Value ($000) $11 Shares 15,000 Est. Cost $1.00 Unrealized