NAPLES GLOBAL ADVISORS, LLC Diversified Active

CIK: 0001582151 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Apr 17, 2018

Total Value ($000): $337,070 (100.0% shares, 0.0% debt)

Holdings (280)

VV Vanguard Large Cap ETF 2.6%
Value ($000) $8,900 Shares 73,423 Est. Cost $86.96 Unrealized
BA Boeing Co 2.2%
Value ($000) $7,360 Shares 22,449 Est. Cost $111.49 Unrealized +189.6%
AAPL Apple Inc 2.1%
Value ($000) $6,920 Shares 41,245 Est. Cost $25.87 Unrealized +56.2%
MSFT Microsoft Corp 1.8%
Value ($000) $6,160 Shares 67,490 Est. Cost $36.07 Unrealized +133.8%
ITOT iShares S&P Total US Stock ETF 1.8%
Value ($000) $6,158 Shares 101,846 Est. Cost $70.94 Unrealized
PG Procter & Gamble 1.6%
Value ($000) $5,276 Shares 66,549 Est. Cost $62.27 Unrealized +9.0%
TSM Taiwan Semiconductor 1.3%
Value ($000) $4,502 Shares 102,887 Est. Cost $18.16 Unrealized
INTC Intel Corp 1.2%
Value ($000) $3,960 Shares 76,027 Est. Cost $23.62 Unrealized +69.6%
IXUS iShares Core MSCI Total Intl E 1.2%
Value ($000) $3,915 Shares 62,100 Est. Cost $52.08 Unrealized
EFA iShares MSCI EAFE ETF 1.1%
Value ($000) $3,723 Shares 53,427 Est. Cost $69.13 Unrealized
SPY Spdr S&P 500 ETF 1.1%
Value ($000) $3,635 Shares 13,813 Est. Cost $242.67 Unrealized
VWO Vanguard FTSE EM ETF 1.0%
Value ($000) $3,483 Shares 74,129 Est. Cost $45.00 Unrealized
GLW Corning Inc 1.0%
Value ($000) $3,359 Shares 120,494 Est. Cost $15.74 Unrealized +57.6%
AMGN Amgen Incorporated 1.0%
Value ($000) $3,338 Shares 19,578 Est. Cost $103.80 Unrealized +39.1%
PKG Packaging Corp Of Amer 1.0%
Value ($000) $3,306 Shares 29,337 Est. Cost $47.32 Unrealized +100.8%
MDY Spdr S&P Midcap 400 ETF 1.0%
Value ($000) $3,246 Shares 9,500 Est. Cost $245.88 Unrealized
IJH iShares Core S&P Midcap ETF 0.9%
Value ($000) $3,094 Shares 16,493 Est. Cost $167.06 Unrealized
ACN Accenture Plc ADR 0.9%
Value ($000) $3,090 Shares 20,129 Est. Cost $74.15 Unrealized +89.8%
VTI Vanguard Total Stock Market ET 0.9%
Value ($000) $3,061 Shares 22,555 Est. Cost $104.94 Unrealized
ADI Analog Devices Inc 0.9%
Value ($000) $3,038 Shares 33,340 Est. Cost $44.29 Unrealized +77.5%
ABBV Abbvie Inc 0.9%
Value ($000) $3,018 Shares 31,887 Est. Cost $35.00 Unrealized +124.3%
Eaton Vance Tax-Mgd BW CEF 0.9%
Value ($000) $3,009 Shares 202,103 Est. Cost $14.62 Unrealized
Blackrock Inc 0.9%
Value ($000) $3,001 Shares 5,540 Est. Cost $345.12 Unrealized
MMM 3M Company 0.8%
Value ($000) $2,803 Shares 12,768 Est. Cost $84.41 Unrealized +77.9%
MRK Merck & Co Inc 0.8%
Value ($000) $2,764 Shares 50,742 Est. Cost $39.94 Unrealized +5.8%
LMT Lockheed Martin Corp 0.8%
Value ($000) $2,750 Shares 8,137 Est. Cost $112.01 Unrealized +145.9%
JNJ Johnson & Johnson 0.8%
Value ($000) $2,744 Shares 21,411 Est. Cost $73.02 Unrealized +48.4%
Broadcom Inc. 0.8%
Value ($000) $2,648 Shares 11,235 Est. Cost $176.85 Unrealized
HD Home Depot Inc 0.8%
Value ($000) $2,641 Shares 14,816 Est. Cost $78.94 Unrealized +96.0%
PAYX Paychex Inc 0.8%
Value ($000) $2,603 Shares 42,264 Est. Cost $35.33 Unrealized +48.2%
DLR Digital Realty Trust REIT 0.8%
Value ($000) $2,598 Shares 24,658 Est. Cost $71.78 Unrealized +11.5%
MCHP Microchip Technology Inc 0.8%
Value ($000) $2,547 Shares 27,883 Est. Cost $18.20 Unrealized +118.6%
Nuveen NY AMT Free Muni CEF 0.7%
Value ($000) $2,508 Shares 206,255 Est. Cost $13.09 Unrealized
VCSH Vanguard Short Term Corp Bond 0.7%
Value ($000) $2,457 Shares 31,327 Est. Cost $79.86 Unrealized
MCD McDonalds Corp 0.7%
Value ($000) $2,429 Shares 15,535 Est. Cost $78.79 Unrealized +73.4%
T AT&T Inc 0.7%
Value ($000) $2,273 Shares 63,766 Est. Cost $11.88 Unrealized +33.1%
IFF Intl Flavors & Fragrances Inc 0.7%
Value ($000) $2,263 Shares 16,529 Est. Cost $76.07 Unrealized +55.2%
RIO Rio Tinto 0.7%
Value ($000) $2,259 Shares 43,845 Est. Cost $44.90 Unrealized
TDTT FlexShares 3 yr TIPS ETF 0.7%
Value ($000) $2,227 Shares 91,306 Est. Cost $24.35 Unrealized
DIS Disney Walt Co 0.7%
Value ($000) $2,201 Shares 21,914 Est. Cost $80.18 Unrealized +25.9%
Medtronic Inc 0.6%
Value ($000) $2,189 Shares 27,283 Est. Cost $70.16 Unrealized
CSCO Cisco Systems Inc 0.6%
Value ($000) $2,141 Shares 49,911 Est. Cost $18.67 Unrealized +79.2%
Royal Dutch Shell 0.6%
Value ($000) $2,139 Shares 32,644 Est. Cost $56.67 Unrealized
Unilever 0.6%
Value ($000) $2,117 Shares 38,104 Est. Cost $47.09 Unrealized
Dowdupont Inc 0.6%
Value ($000) $2,102 Shares 32,998 Est. Cost $69.27 Unrealized
SO Southern Co 0.6%
Value ($000) $2,066 Shares 46,256 Est. Cost $27.29 Unrealized +17.8%
UNH UnitedHealth Group Inc 0.6%
Value ($000) $1,972 Shares 9,213 Est. Cost $137.91 Unrealized +45.8%
IX Orix Corporation 0.6%
Value ($000) $1,934 Shares 21,525 Est. Cost $83.58 Unrealized
UPS United Parcel Service 0.6%
Value ($000) $1,929 Shares 18,434 Est. Cost $73.49 Unrealized +16.3%
AVA Avista Corporation 0.6%
Value ($000) $1,917 Shares 37,410 Est. Cost $25.14 Unrealized +43.7%
HUN Huntsman Corp 0.5%
Value ($000) $1,810 Shares 61,875 Est. Cost $10.33 Unrealized +216.9%
DEO Diageo Plc 0.5%
Value ($000) $1,807 Shares 13,343 Est. Cost $124.83 Unrealized
Raytheon Company New 0.5%
Value ($000) $1,790 Shares 8,292 Est. Cost $102.01 Unrealized
PM Philip Morris Intl Inc 0.5%
Value ($000) $1,731 Shares 17,414 Est. Cost $54.06 Unrealized +27.1%
USB U.S. Bancorp 0.5%
Value ($000) $1,730 Shares 34,252 Est. Cost $29.11 Unrealized +37.1%
TRV Travelers Companies Inc 0.5%
Value ($000) $1,712 Shares 12,328 Est. Cost $73.96 Unrealized +59.0%
VTEB Vanguard Tax-Exempt Bond ETF 0.5%
Value ($000) $1,711 Shares 33,665 Est. Cost $51.49 Unrealized
CCU Compania Cer Unidas ADR 0.5%
Value ($000) $1,711 Shares 58,180 Est. Cost $23.40 Unrealized
NSC Norfolk Southern Corp 0.5%
Value ($000) $1,705 Shares 12,554 Est. Cost $73.10 Unrealized +67.8%
INFY Infosys Ltd ADR 0.5%
Value ($000) $1,673 Shares 93,735 Est. Cost $25.13 Unrealized
META Facebook Inc 0.5%
Value ($000) $1,663 Shares 10,407 Est. Cost $97.07 Unrealized +83.7%
SAP SAP Ag ADR 0.5%
Value ($000) $1,656 Shares 15,745 Est. Cost $86.95 Unrealized
Praxair Inc 0.5%
Value ($000) $1,635 Shares 11,330 Est. Cost $120.68 Unrealized
NVS Novartis AG 0.5%
Value ($000) $1,598 Shares 19,759 Est. Cost $83.87 Unrealized
CBRL Cracker Barrel Old Ctry 0.5%
Value ($000) $1,572 Shares 9,875 Est. Cost $70.33 Unrealized +69.6%
SCHB Schwab US Broad Mkt ETF 0.5%
Value ($000) $1,571 Shares 24,627 Est. Cost $49.45 Unrealized
BCE BCE Inc ADR 0.5%
Value ($000) $1,558 Shares 36,200 Est. Cost $22.86 Unrealized +20.3%
PEP Pepsico Inc 0.5%
Value ($000) $1,548 Shares 14,182 Est. Cost $62.54 Unrealized +42.7%
China Mobile 0.5%
Value ($000) $1,539 Shares 33,648 Est. Cost $53.52 Unrealized
MO Altria Group Inc 0.4%
Value ($000) $1,513 Shares 24,280 Est. Cost $20.93 Unrealized +74.7%
AFL AFLAC Inc 0.4%
Value ($000) $1,483 Shares 33,890 Est. Cost $30.57 Unrealized +20.4%
ALB Albemarle Corp 0.4%
Value ($000) $1,482 Shares 15,979 Est. Cost $47.81 Unrealized +106.5%
CM Cdn Imperial Bk Comm 0.4%
Value ($000) $1,480 Shares 16,770 Est. Cost $25.24 Unrealized +27.4%
EMR Emerson Electric Co 0.4%
Value ($000) $1,460 Shares 21,373 Est. Cost $46.49 Unrealized +26.9%
Dr Pepper Snapple Group 0.4%
Value ($000) $1,460 Shares 12,336 Est. Cost $65.77 Unrealized
LDOS Leidos Holdings Inc 0.4%
Value ($000) $1,444 Shares 22,075 Est. Cost $47.35 Unrealized +24.2%
ORCL Oracle Corporation 0.4%
Value ($000) $1,425 Shares 31,152 Est. Cost $34.50 Unrealized +28.3%
CSX CSX Corp 0.4%
Value ($000) $1,412 Shares 25,345 Est. Cost $7.66 Unrealized +119.3%
Hanesbrands Inc 0.4%
Value ($000) $1,405 Shares 76,285 Est. Cost $20.47 Unrealized
United Technologies Corp 0.4%
Value ($000) $1,381 Shares 10,977 Est. Cost $114.31 Unrealized
AQN Algonquin Pwr Utils Corp 0.4%
Value ($000) $1,381 Shares 139,230 Est. Cost $5.84 Unrealized +19.0%
Select Income REIT 0.4%
Value ($000) $1,360 Shares 69,803 Est. Cost $24.98 Unrealized
SON Sonoco Products Co 0.4%
Value ($000) $1,335 Shares 27,516 Est. Cost $29.43 Unrealized +31.7%
VFC VF Corp 0.4%
Value ($000) $1,331 Shares 17,955 Est. Cost $54.25 Unrealized +33.3%
AMZN Amazon Com Inc 0.4%
Value ($000) $1,324 Shares 915 Est. Cost $36.44 Unrealized +96.2%
TXN Texas Instruments Inc 0.4%
Value ($000) $1,313 Shares 12,638 Est. Cost $69.57 Unrealized +24.8%
JPM JP Morgan Chase & Co 0.4%
Value ($000) $1,302 Shares 11,838 Est. Cost $50.60 Unrealized +80.7%
SPSB Spdr Barclays 1-3 Year Corp Bd 0.4%
Value ($000) $1,300 Shares 43,075 Est. Cost $30.43 Unrealized
BMO Bank Of Montreal ADR 0.4%
Value ($000) $1,290 Shares 17,077 Est. Cost $42.97 Unrealized +32.6%
CLX Clorox Company 0.4%
Value ($000) $1,273 Shares 9,565 Est. Cost $64.21 Unrealized +66.3%
OMC Omnicom Group 0.4%
Value ($000) $1,253 Shares 17,249 Est. Cost $51.77 Unrealized +9.1%
LEG Leggett & Platt Inc 0.4%
Value ($000) $1,238 Shares 27,918 Est. Cost $31.77 Unrealized +44.3%
BTI British American Tobacco ADR 0.4%
Value ($000) $1,205 Shares 20,892 Est. Cost $76.86 Unrealized
TAP Molson Coors Brewing Co 0.4%
Value ($000) $1,185 Shares 15,726 Est. Cost $40.28 Unrealized +61.0%
LLY Eli Lilly & Co 0.3%
Value ($000) $1,172 Shares 15,146 Est. Cost $41.44 Unrealized +73.1%
SHYD Vectors Short High Yield Muni 0.3%
Value ($000) $1,142 Shares 47,160 Est. Cost $24.27 Unrealized
ARCC Ares Capital Corp 0.3%
Value ($000) $1,140 Shares 71,840 Est. Cost $5.78 Unrealized +29.3%
PFE Pfizer Inc 0.3%
Value ($000) $1,135 Shares 31,983 Est. Cost $19.38 Unrealized +25.1%
Spdr High Yield Bd ETF 0.3%
Value ($000) $1,127 Shares 31,438 Est. Cost $40.43 Unrealized
F Ford Motor Company 0.3%
Value ($000) $1,126 Shares 101,625 Est. Cost $7.63 Unrealized -1.9%
BMY Bristol-Myers Squibb Co 0.3%
Value ($000) $1,124 Shares 17,767 Est. Cost $44.18 Unrealized +8.9%
IVOO Vanguard S&P 400 Mid Cap ETF 0.3%
Value ($000) $1,114 Shares 8,795 Est. Cost $94.18 Unrealized
TRN Trinity Industries Inc 0.3%
Value ($000) $1,111 Shares 34,060 Est. Cost $10.18 Unrealized +82.6%
CAG ConAgra Brands, Inc. 0.3%
Value ($000) $1,110 Shares 30,108 Est. Cost $16.53 Unrealized +64.8%
Hospitality Properties REIT 0.3%
Value ($000) $1,100 Shares 43,427 Est. Cost $27.73 Unrealized
CNP Centerpoint Energy Inc 0.3%
Value ($000) $1,094 Shares 39,910 Est. Cost $15.38 Unrealized +39.5%
SAFT Safety Insurance Group 0.3%
Value ($000) $1,088 Shares 14,163 Est. Cost $56.27 Unrealized +36.0%
ABEV Ambev Sa ADR 0.3%
Value ($000) $1,080 Shares 148,585 Est. Cost $6.74 Unrealized
KMB Kimberly Clark Corp 0.3%
Value ($000) $1,065 Shares 9,667 Est. Cost $71.03 Unrealized +21.4%
US Ecology Inc 0.3%
Value ($000) $1,063 Shares 19,950 Est. Cost $37.10 Unrealized
AZN Astrazeneca Plc ADR 0.3%
Value ($000) $1,062 Shares 30,383 Est. Cost $47.96 Unrealized
Guggenheim China Tech ETF 0.3%
Value ($000) $1,062 Shares 17,760 Est. Cost $58.14 Unrealized
BRK/B Berkshire Hathaway B 0.3%
Value ($000) $1,053 Shares 5,278 Est. Cost $145.64 Unrealized +41.0%
SNY Sanofi 0.3%
Value ($000) $1,047 Shares 26,118 Est. Cost $49.55 Unrealized
OXY Occidental Petroleum Corp 0.3%
Value ($000) $1,042 Shares 16,033 Est. Cost $53.38 Unrealized +7.6%
PFF iShares S&P US Pfd. ETF 0.3%
Value ($000) $1,027 Shares 27,339 Est. Cost $37.57 Unrealized
Cedar Fair LP 0.3%
Value ($000) $1,008 Shares 15,775 Est. Cost $58.87 Unrealized
COLB Columbia Banking System Inc. 0.3%
Value ($000) $1,007 Shares 24,011 Est. Cost $26.01 Unrealized +16.6%
IWR iShares Russell Mid Cap ETF 0.3%
Value ($000) $997 Shares 4,830 Est. Cost $167.28 Unrealized
TGT Target Corporation 0.3%
Value ($000) $988 Shares 14,230 Est. Cost $45.03 Unrealized +29.8%
CCI Crown Castle Intl Corp 0.3%
Value ($000) $958 Shares 8,741 Est. Cost $65.41 Unrealized +18.8%
EPI Wisdomtree India Earnings ETF 0.3%
Value ($000) $933 Shares 35,600 Est. Cost $24.64 Unrealized
Centerstate Bk Corp Com 0.3%
Value ($000) $929 Shares 35,000 Est. Cost $26.54 Unrealized
Enviva Partners LP 0.3%
Value ($000) $916 Shares 33,440 Est. Cost $27.14 Unrealized
CNK Cinemark Holdings Inc 0.3%
Value ($000) $915 Shares 24,300 Est. Cost $26.68 Unrealized +29.3%
GIS General Mills Inc 0.3%
Value ($000) $912 Shares 20,230 Est. Cost $34.05 Unrealized +20.4%
FNLC First Bancorp Inc Me 0.3%
Value ($000) $906 Shares 32,365 Est. Cost $11.03 Unrealized +71.6%
Glaxosmithkline ADR 0.3%
Value ($000) $905 Shares 23,164 Est. Cost $47.85 Unrealized
SCHD Schwab US Div Equity ETF 0.3%
Value ($000) $901 Shares 18,382 Est. Cost $41.46 Unrealized
KO Coca-Cola Company 0.3%
Value ($000) $897 Shares 20,665 Est. Cost $28.30 Unrealized +23.9%
Global X MLP ETF 0.3%
Value ($000) $889 Shares 104,665 Est. Cost $10.21 Unrealized
Macquarie Global Infr CEF 0.3%
Value ($000) $882 Shares 39,710 Est. Cost $23.19 Unrealized
WMT Wal-Mart Stores Inc 0.3%
Value ($000) $860 Shares 9,668 Est. Cost $21.27 Unrealized +33.3%
XOM Exxon Mobil Corporation 0.3%
Value ($000) $860 Shares 11,522 Est. Cost $56.66 Unrealized -1.6%
SUB iShares Natl AMT Free Muni Bd 0.3%
Value ($000) $859 Shares 8,195 Est. Cost $105.86 Unrealized
Siliconware Precision Co 0.3%
Value ($000) $852 Shares 98,498 Est. Cost $8.01 Unrealized
CB Chubb Ltd 0.3%
Value ($000) $851 Shares 6,223 Est. Cost $96.06 Unrealized +31.4%
HTGC Hercules Capital Inc 0.3%
Value ($000) $850 Shares 70,211 Est. Cost $15.43 Unrealized -18.8%
NEE Nextera Energy Inc 0.3%
Value ($000) $843 Shares 5,159 Est. Cost $17.13 Unrealized +85.0%
SJNK Spdr Short Term Hi Yld Bd ETF 0.2%
Value ($000) $833 Shares 30,426 Est. Cost $29.32 Unrealized
SCHE Schwab Emg Mkts Equity ETF 0.2%
Value ($000) $828 Shares 28,835 Est. Cost $25.03 Unrealized
IVV iShares Core S&P 500 ETF 0.2%
Value ($000) $823 Shares 3,102 Est. Cost $204.85 Unrealized
BSV Vanguard Short Bond ETF 0.2%
Value ($000) $822 Shares 10,475 Est. Cost $80.02 Unrealized
GOOG Alphabet Inc. Cl C 0.2%
Value ($000) $813 Shares 788 Est. Cost $37.45 Unrealized +46.3%
O Realty Income Corp REIT 0.2%
Value ($000) $807 Shares 15,600 Est. Cost $24.11 Unrealized +41.5%
Umpqua Holdings Corp 0.2%
Value ($000) $792 Shares 37,005 Est. Cost $16.73 Unrealized
SHM SPDR Nuveen Short Muni ETF 0.2%
Value ($000) $775 Shares 16,204 Est. Cost $49.07 Unrealized
Walgreens Boots Alliance 0.2%
Value ($000) $769 Shares 11,744 Est. Cost $80.14 Unrealized
KR Kroger Company 0.2%
Value ($000) $765 Shares 31,955 Est. Cost $19.69 Unrealized +16.6%
GOOGL Alphabet Inc. Cl A 0.2%
Value ($000) $764 Shares 737 Est. Cost $37.10 Unrealized +48.3%
ONB Old Natl Bancorp 0.2%
Value ($000) $755 Shares 44,680 Est. Cost $12.19 Unrealized +44.4%
Te Connectivity Ltd 0.2%
Value ($000) $749 Shares 7,499 Est. Cost $59.30 Unrealized
BXMT Blackstone Mtg Trust 0.2%
Value ($000) $738 Shares 23,492 Est. Cost $31.48 Unrealized
LARK Landmark Bancorp Inc 0.2%
Value ($000) $728 Shares 24,965 Est. Cost $14.88 Unrealized +44.0%
CCEP Coca-Cola European Prtnrs 0.2%
Value ($000) $724 Shares 17,375 Est. Cost $29.28 Unrealized +7.3%
Blackstone Group LP 0.2%
Value ($000) $719 Shares 22,508 Est. Cost $33.93 Unrealized
ORI Old Republic Intl Corp 0.2%
Value ($000) $714 Shares 33,279 Est. Cost $9.51 Unrealized +18.8%
MGIC Magic Software Enterprises 0.2%
Value ($000) $697 Shares 82,057 Est. Cost $6.68 Unrealized -1.0%
SBSI Southside Bancshares 0.2%
Value ($000) $695 Shares 20,000 Est. Cost $34.76 Unrealized 0.0%
DUK Duke Energy Corp New 0.2%
Value ($000) $687 Shares 8,863 Est. Cost $53.62 Unrealized +4.5%
VCIT Vanguard Int Term Corp Bond ET 0.2%
Value ($000) $678 Shares 7,986 Est. Cost $87.72 Unrealized
NGG National Grid Plc ADR 0.2%
Value ($000) $675 Shares 11,958 Est. Cost $62.80 Unrealized
Blackrock FL Muni 2020 CEF 0.2%
Value ($000) $666 Shares 46,769 Est. Cost $15.17 Unrealized
GD General Dynamics Corp 0.2%
Value ($000) $663 Shares 3,000 Est. Cost $181.99 Unrealized 0.0%
MATV Schweitzer-Mauduit Intl Inc 0.2%
Value ($000) $660 Shares 16,870 Est. Cost $26.93 Unrealized +7.2%
Xilinx Inc 0.2%
Value ($000) $657 Shares 9,090 Est. Cost $70.76 Unrealized
VB Vanguard Small Cap 0.2%
Value ($000) $654 Shares 4,449 Est. Cost $114.09 Unrealized
IGSB iShares Barclays 1-3 Year Cr B 0.2%
Value ($000) $605 Shares 5,830 Est. Cost $105.41 Unrealized
TECH Bio-Techne Corp 0.2%
Value ($000) $604 Shares 4,000 Est. Cost $25.95 Unrealized +30.9%
FIBK First Interstate Bancsystem, I 0.2%
Value ($000) $601 Shares 15,200 Est. Cost $27.27 Unrealized 0.0%
XLF Spdr Financial ETF 0.2%
Value ($000) $600 Shares 21,747 Est. Cost $24.13 Unrealized
UNP Union Pacific Corp 0.2%
Value ($000) $599 Shares 4,457 Est. Cost $82.94 Unrealized +36.3%
Macquarie Infrastruce Corp 0.2%
Value ($000) $593 Shares 16,070 Est. Cost $36.90 Unrealized
Spectra Energy Partners LP 0.2%
Value ($000) $590 Shares 17,550 Est. Cost $42.44 Unrealized
IJR iShares Core S&P Small Cap ETF 0.2%
Value ($000) $573 Shares 7,440 Est. Cost $91.21 Unrealized
AMAT Applied Materials Inc 0.2%
Value ($000) $572 Shares 10,290 Est. Cost $50.88 Unrealized 0.0%
Weingarten Rlty REIT 0.2%
Value ($000) $569 Shares 20,250 Est. Cost $38.96 Unrealized
BGS B&G Foods Inc 0.2%
Value ($000) $569 Shares 24,015 Est. Cost $15.96 Unrealized -3.9%
ALGT Allegiant Travel Co 0.2%
Value ($000) $563 Shares 3,265 Est. Cost $120.03 Unrealized +27.6%
LAMR Lamar Advertising REIT 0.2%
Value ($000) $560 Shares 8,795 Est. Cost $67.63 Unrealized
IEMG iShares MSCI Core Emrg Mkt ETF 0.2%
Value ($000) $557 Shares 9,534 Est. Cost $50.11 Unrealized
PNW Pinnacle West Capital Cp 0.2%
Value ($000) $549 Shares 6,875 Est. Cost $35.52 Unrealized +60.2%
SCHF Schwab Intl Equity ETF 0.2%
Value ($000) $549 Shares 16,277 Est. Cost $30.23 Unrealized
CNX Midstream Partners LP 0.2%
Value ($000) $537 Shares 29,225 Est. Cost $18.37 Unrealized
GNTX Gentex Corp 0.2%
Value ($000) $537 Shares 23,340 Est. Cost $16.24 Unrealized +40.2%
ADC Agree Realty Corp 0.2%
Value ($000) $536 Shares 11,161 Est. Cost $29.99 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $533 Shares 4,671 Est. Cost $73.56 Unrealized +15.6%
ACWI iShares MSCI ACWI ETF 0.2%
Value ($000) $533 Shares 7,430 Est. Cost $57.76 Unrealized
BHB Bar Harbor Bankshares 0.2%
Value ($000) $522 Shares 18,815 Est. Cost $15.10 Unrealized +38.1%
OEF iShares S&P 100 ETF 0.2%
Value ($000) $521 Shares 4,490 Est. Cost $82.98 Unrealized
Westar Energy Inc 0.2%
Value ($000) $516 Shares 9,810 Est. Cost $33.04 Unrealized
CHD Church & Dwight Co Inc 0.2%
Value ($000) $509 Shares 10,100 Est. Cost $37.75 Unrealized +18.3%
RY Royal Bank Of Canada Com 0.1%
Value ($000) $505 Shares 6,530 Est. Cost $75.26 Unrealized +7.9%
OLP One Liberty Properties REIT 0.1%
Value ($000) $504 Shares 22,787 Est. Cost $24.15 Unrealized
UBSI United Bankshares Inc 0.1%
Value ($000) $490 Shares 13,900 Est. Cost $36.19 Unrealized 0.0%
KNOP Knot Offshore Partners LP 0.1%
Value ($000) $487 Shares 24,600 Est. Cost $11.23 Unrealized -0.7%
CVS CVS Caremark Corp 0.1%
Value ($000) $487 Shares 7,835 Est. Cost $60.35 Unrealized -7.5%
KHC Kraft Heinz Co. 0.1%
Value ($000) $486 Shares 7,800 Est. Cost $48.87 Unrealized +0.2%
IWM iShares Russell 2k ETF 0.1%
Value ($000) $480 Shares 3,163 Est. Cost $116.06 Unrealized
Guangshen Railway ADR 0.1%
Value ($000) $480 Shares 16,195 Est. Cost $23.01 Unrealized
COP Conocophillips 0.1%
Value ($000) $480 Shares 8,096 Est. Cost $47.54 Unrealized -8.0%
New York Community Bancorp 0.1%
Value ($000) $474 Shares 36,375 Est. Cost $13.03 Unrealized
DGRO iShares Core DVD Gwth ETF 0.1%
Value ($000) $472 Shares 13,915 Est. Cost $30.90 Unrealized
MTS Systems Corp 0.1%
Value ($000) $470 Shares 9,097 Est. Cost $70.22 Unrealized
Salisbury Bancorp Inc 0.1%
Value ($000) $457 Shares 10,161 Est. Cost $29.80 Unrealized
ICE Intercontinental Exchange 0.1%
Value ($000) $454 Shares 6,260 Est. Cost $46.16 Unrealized +43.1%
CME CME Group Inc Cl A 0.1%
Value ($000) $449 Shares 2,775 Est. Cost $49.88 Unrealized +142.8%
STWD Starwood Ppty Trust Inc REIT 0.1%
Value ($000) $443 Shares 21,125 Est. Cost $21.99 Unrealized
First Defiance Finance Corp 0.1%
Value ($000) $440 Shares 7,671 Est. Cost $57.36 Unrealized
EBMT Eagle Bancorp Montana Inc 0.1%
Value ($000) $439 Shares 21,150 Est. Cost $11.10 Unrealized +45.9%
OMAB Grupo Aeroportuario Del Centro 0.1%
Value ($000) $431 Shares 10,925 Est. Cost $44.71 Unrealized
First Tr Aberdeen Global Incom 0.1%
Value ($000) $422 Shares 37,065 Est. Cost $11.48 Unrealized
VTR Ventas Inc REIT 0.1%
Value ($000) $415 Shares 8,384 Est. Cost $41.93 Unrealized -10.7%
VGT Vanguard Info Tech ETF 0.1%
Value ($000) $411 Shares 2,405 Est. Cost $142.03 Unrealized
VZ Verizon Communications 0.1%
Value ($000) $411 Shares 8,600 Est. Cost $31.96 Unrealized +3.3%
ADP Automatic Data Processing Inc 0.1%
Value ($000) $405 Shares 3,567 Est. Cost $54.39 Unrealized +81.3%
Concha Y Toro Winery ADR 0.1%
Value ($000) $402 Shares 9,685 Est. Cost $37.10 Unrealized
DG Dollar General Corp 0.1%
Value ($000) $402 Shares 4,295 Est. Cost $59.54 Unrealized +45.7%
Powershares Emg Mkts Sov Dbt E 0.1%
Value ($000) $395 Shares 14,006 Est. Cost $28.32 Unrealized
Unilever 0.1%
Value ($000) $391 Shares 6,925 Est. Cost $41.14 Unrealized
L-3 Technologies Inc 0.1%
Value ($000) $382 Shares 1,835 Est. Cost $111.40 Unrealized
Transmontaigne Ptnrs LP 0.1%
Value ($000) $380 Shares 10,625 Est. Cost $42.34 Unrealized
AGG iShares Aggregate Bond ETF 0.1%
Value ($000) $375 Shares 3,496 Est. Cost $110.85 Unrealized
NFRA FlexShares Global Infra ETF 0.1%
Value ($000) $369 Shares 8,000 Est. Cost $48.73 Unrealized
DGICA Donegal Group Inc Cl A 0.1%
Value ($000) $360 Shares 22,800 Est. Cost $11.51 Unrealized +0.6%
FDM First Dow Jones Micro Cap ETF 0.1%
Value ($000) $355 Shares 7,510 Est. Cost $32.59 Unrealized
Eaton Vance Sht Dur Incm CEF 0.1%
Value ($000) $351 Shares 25,755 Est. Cost $15.22 Unrealized
ASR Grupo Aeroportuario Sureste 0.1%
Value ($000) $349 Shares 2,045 Est. Cost $131.74 Unrealized
MPLX MPLX LP 0.1%
Value ($000) $340 Shares 10,300 Est. Cost $33.96 Unrealized
BCH Banco De Chile ADR 0.1%
Value ($000) $339 Shares 3,375 Est. Cost $71.21 Unrealized
VIG Vanguard Div Appreciation ETF 0.1%
Value ($000) $337 Shares 3,335 Est. Cost $78.80 Unrealized
Total Adr 0.1%
Value ($000) $337 Shares 5,837 Est. Cost $63.15 Unrealized
CNS Cohen & Steers Inc 0.1%
Value ($000) $333 Shares 8,195 Est. Cost $25.14 Unrealized +15.9%
Validus Holdings Ltd 0.1%
Value ($000) $332 Shares 4,925 Est. Cost $42.10 Unrealized
BIIB Biogen Idec Inc 0.1%
Value ($000) $331 Shares 1,210 Est. Cost $296.17 Unrealized +4.8%
NHI National Health Invs REIT 0.1%
Value ($000) $329 Shares 4,885 Est. Cost $56.17 Unrealized
MPT Medical Properties Trust REIT 0.1%
Value ($000) $325 Shares 25,030 Est. Cost $13.11 Unrealized
SMB VanEck Vectors AMT-Free S/T Mu 0.1%
Value ($000) $323 Shares 18,760 Est. Cost $17.73 Unrealized
MCO Moodys Corp 0.1%
Value ($000) $322 Shares 1,995 Est. Cost $98.85 Unrealized +52.7%
IWS iShares Russel MidCap Value ET 0.1%
Value ($000) $322 Shares 3,730 Est. Cost $75.34 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $322 Shares 5,367 Est. Cost $48.12 Unrealized +9.3%
Credit Suisse Group ADR 0.1%
Value ($000) $314 Shares 18,725 Est. Cost $14.88 Unrealized
PowerShares Bulletshares 2019 0.1%
Value ($000) $314 Shares 12,920 Est. Cost $24.30 Unrealized
Kellogg Company 0.1%
Value ($000) $313 Shares 4,814 Est. Cost $39.43 Unrealized +19.9%
BB&T Corporation 0.1%
Value ($000) $313 Shares 6,019 Est. Cost $49.93 Unrealized
IGF iShares Infrastructure ETF 0.1%
Value ($000) $310 Shares 7,230 Est. Cost $44.42 Unrealized
CMP Compass Minerals Intl Inc 0.1%
Value ($000) $307 Shares 5,095 Est. Cost $51.48 Unrealized +4.2%
BDX Becton Dickinson & Co 0.1%
Value ($000) $306 Shares 1,411 Est. Cost $194.57 Unrealized 0.0%
EEMV iShares MSCI EM Min Vol ETF 0.1%
Value ($000) $304 Shares 4,884 Est. Cost $57.33 Unrealized
Neenah Paper Inc 0.1%
Value ($000) $301 Shares 3,845 Est. Cost $43.09 Unrealized
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $296 Shares 1,223 Est. Cost $188.63 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $290 Shares 5,007 Est. Cost $47.29 Unrealized +3.0%
OHI Omega Healthcare Investors REI 0.1%
Value ($000) $287 Shares 10,627 Est. Cost $32.73 Unrealized
HDV iShares High Div US Equity ETF 0.1%
Value ($000) $285 Shares 3,375 Est. Cost $88.83 Unrealized
Mackinac Financial 0.1%
Value ($000) $284 Shares 17,465 Est. Cost $13.96 Unrealized
VXUS Vanguard Total Intl Stock 0.1%
Value ($000) $282 Shares 4,985 Est. Cost $48.38 Unrealized
UVSP Univest Corp 0.1%
Value ($000) $278 Shares 10,032 Est. Cost $22.30 Unrealized +25.6%
Magellan Midstream Ptnrs 0.1%
Value ($000) $273 Shares 4,675 Est. Cost $64.00 Unrealized
SPDW Spdr Developed Ex-US ETF 0.1%
Value ($000) $268 Shares 8,518 Est. Cost $31.63 Unrealized
Midsouth Bancorp Inc 0.1%
Value ($000) $262 Shares 20,700 Est. Cost $13.37 Unrealized
V Visa Inc Com Cl A 0.1%
Value ($000) $259 Shares 2,167 Est. Cost $96.40 Unrealized +19.0%
GGG Graco Incorporated 0.1%
Value ($000) $255 Shares 5,580 Est. Cost $41.27 Unrealized 0.0%
WFC Wells Fargo & Co 0.1%
Value ($000) $254 Shares 4,856 Est. Cost $45.09 Unrealized +5.8%
DGS Wisdomtree Emg Mkts SmCp Div E 0.1%
Value ($000) $253 Shares 4,690 Est. Cost $44.90 Unrealized
IGIB iShares Interm Credit Bond ETF 0.1%
Value ($000) $241 Shares 2,250 Est. Cost $109.26 Unrealized
Nuveen NC Muni CEF 0.1%
Value ($000) $239 Shares 19,500 Est. Cost $14.47 Unrealized
IWD iShares Tr Russell 1000 Value 0.1%
Value ($000) $239 Shares 1,994 Est. Cost $105.82 Unrealized
Vector Group Ltd 0.1%
Value ($000) $225 Shares 11,025 Est. Cost $22.27 Unrealized
TJX TJX Cos Inc 0.1%
Value ($000) $221 Shares 2,705 Est. Cost $31.77 Unrealized +11.7%
VSS Vanguard FTSE World Ex-US 0.1%
Value ($000) $218 Shares 1,825 Est. Cost $115.07 Unrealized
USMV iShares MSCI US Min Vol ETF 0.1%
Value ($000) $218 Shares 4,205 Est. Cost $47.89 Unrealized
STT State Street Corp 0.1%
Value ($000) $217 Shares 2,172 Est. Cost $81.93 Unrealized 0.0%
COST Costco Whsl Corp New 0.1%
Value ($000) $217 Shares 1,151 Est. Cost $155.22 Unrealized +9.0%
CTBI Community Tr Bancorp Inc 0.1%
Value ($000) $214 Shares 4,732 Est. Cost $28.99 Unrealized +17.8%
IUSV iShares Core US Value ETF 0.1%
Value ($000) $212 Shares 3,990 Est. Cost $53.13 Unrealized
Urstadt Biddle Properties REIT 0.1%
Value ($000) $210 Shares 10,875 Est. Cost $23.93 Unrealized
CTSH Cognizant Tech Sol Cl A 0.1%
Value ($000) $206 Shares 2,565 Est. Cost $70.61 Unrealized 0.0%
ACWX iShares MSCI ACWI ExUS ETF 0.1%
Value ($000) $205 Shares 4,128 Est. Cost $49.90 Unrealized
HSBC Hsbc Hldgs Plc ADR New 0.1%
Value ($000) $204 Shares 4,275 Est. Cost $47.72 Unrealized
SHYG iShares 0-5Yr HY Corp Bond 0.1%
Value ($000) $204 Shares 4,370 Est. Cost $46.68 Unrealized