BTC Capital Management, Inc. Diversified Active

CIK: 0001611848 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 9, 2018

Total Value ($000): $611,049 (100.0% shares, 0.0% debt)

Holdings (183)

BND VANGUARD BD INDEX FD INC 6.1%
Value ($000) $37,313 Shares 466,794 Est. Cost $82.03 Unrealized
EFA ISHARES TR 4.8%
Value ($000) $29,504 Shares 423,514 Est. Cost $62.70 Unrealized
IWB ISHARES TR 3.7%
Value ($000) $22,583 Shares 153,752 Est. Cost $117.72 Unrealized
IVV ISHARES TR 2.7%
Value ($000) $16,771 Shares 63,200 Est. Cost $203.12 Unrealized
IWM ISHARES TR 2.3%
Value ($000) $14,329 Shares 94,312 Est. Cost $115.02 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $12,954 Shares 77,173 Est. Cost $22.40 Unrealized +80.4%
MSFT MICROSOFT CORP 2.0%
Value ($000) $12,305 Shares 134,845 Est. Cost $42.79 Unrealized +97.0%
VWO VANGUARD INTL EQUITY INDEX F 1.9%
Value ($000) $11,342 Shares 241,679 Est. Cost $41.82 Unrealized
IWF ISHARES TR 1.7%
Value ($000) $10,252 Shares 75,362 Est. Cost $105.60 Unrealized
CVX CHEVRON CORP NEW 1.7%
Value ($000) $10,241 Shares 89,799 Est. Cost $64.14 Unrealized +32.6%
GD GENERAL DYNAMICS CORP 1.7%
Value ($000) $10,191 Shares 46,122 Est. Cost $118.78 Unrealized +53.2%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $10,117 Shares 91,965 Est. Cost $46.27 Unrealized +97.6%
HON HONEYWELL INTL INC 1.5%
Value ($000) $9,441 Shares 65,310 Est. Cost $89.94 Unrealized +30.6%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $9,109 Shares 71,141 Est. Cost $84.50 Unrealized +28.2%
PNC PNC FINL SVCS GROUP INC 1.5%
Value ($000) $8,975 Shares 59,331 Est. Cost $60.58 Unrealized +95.1%
BLACKROCK INC 1.5%
Value ($000) $8,914 Shares 16,449 Est. Cost $336.82 Unrealized
AMZN AMAZON COM INC 1.3%
Value ($000) $7,716 Shares 5,331 Est. Cost $31.31 Unrealized +128.4%
INTC INTEL CORP 1.2%
Value ($000) $7,391 Shares 141,884 Est. Cost $28.45 Unrealized +40.8%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $7,048 Shares 147,315 Est. Cost $30.06 Unrealized +9.9%
CSCO CISCO SYS INC 1.2%
Value ($000) $7,037 Shares 163,941 Est. Cost $19.97 Unrealized +67.5%
MA MASTERCARD INCORPORATED 1.1%
Value ($000) $6,989 Shares 39,897 Est. Cost $75.76 Unrealized +116.1%
PRU PRUDENTIAL FINL INC 1.0%
Value ($000) $6,329 Shares 61,150 Est. Cost $63.60 Unrealized +21.2%
WMT WALMART INC 1.0%
Value ($000) $6,053 Shares 68,015 Est. Cost $22.57 Unrealized +25.6%
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $6,048 Shares 76,333 Est. Cost $61.94 Unrealized +9.6%
VUG VANGUARD INDEX FDS 1.0%
Value ($000) $6,027 Shares 42,390 Est. Cost $100.57 Unrealized
VLO VALERO ENERGY CORP NEW 1.0%
Value ($000) $6,025 Shares 64,974 Est. Cost $35.67 Unrealized +91.1%
VTV VANGUARD INDEX FDS 0.9%
Value ($000) $5,574 Shares 53,880 Est. Cost $82.57 Unrealized
ING ING GROEP N V 0.9%
Value ($000) $5,474 Shares 323,367 Est. Cost $16.55 Unrealized
AMAT APPLIED MATLS INC 0.9%
Value ($000) $5,470 Shares 98,334 Est. Cost $18.02 Unrealized +182.4%
CVS CVS HEALTH CORP 0.9%
Value ($000) $5,342 Shares 85,931 Est. Cost $63.87 Unrealized -12.6%
PFE PFIZER INC 0.9%
Value ($000) $5,285 Shares 148,967 Est. Cost $19.68 Unrealized +23.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.9%
Value ($000) $5,281 Shares 65,640 Est. Cost $43.67 Unrealized +61.7%
SUNTRUST BKS INC 0.9%
Value ($000) $5,256 Shares 77,331 Est. Cost $66.38 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.9%
Value ($000) $5,252 Shares 63,934 Est. Cost $45.58 Unrealized +54.2%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $5,177 Shares 69,408 Est. Cost $55.71 Unrealized +0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $5,118 Shares 24,763 Est. Cost $125.03 Unrealized +64.4%
ABBV ABBVIE INC 0.8%
Value ($000) $5,101 Shares 53,941 Est. Cost $41.09 Unrealized +91.1%
XPO XPO LOGISTICS INC 0.8%
Value ($000) $5,098 Shares 50,087 Est. Cost $17.42 Unrealized +91.4%
SPG SIMON PPTY GROUP INC NEW 0.8%
Value ($000) $4,911 Shares 31,827 Est. Cost $122.20 Unrealized -15.0%
DHR DANAHER CORP DEL 0.8%
Value ($000) $4,685 Shares 47,862 Est. Cost $38.45 Unrealized +119.2%
DOWDUPONT INC 0.8%
Value ($000) $4,638 Shares 72,846 Est. Cost $69.03 Unrealized
MAS MASCO CORP 0.7%
Value ($000) $4,476 Shares 110,863 Est. Cost $29.59 Unrealized +28.2%
SLB SCHLUMBERGER LTD 0.7%
Value ($000) $4,432 Shares 68,259 Est. Cost $58.96 Unrealized -5.5%
GM GENERAL MTRS CO 0.7%
Value ($000) $4,283 Shares 117,911 Est. Cost $29.33 Unrealized +21.8%
FISV FISERV INC 0.7%
Value ($000) $4,262 Shares 59,669 Est. Cost $54.55 Unrealized +28.9%
ALL ALLSTATE CORP 0.7%
Value ($000) $4,259 Shares 44,915 Est. Cost $49.30 Unrealized +63.7%
GOOGL ALPHABET INC 0.7%
Value ($000) $4,254 Shares 4,120 Est. Cost $36.85 Unrealized +49.3%
DGX QUEST DIAGNOSTICS INC 0.7%
Value ($000) $4,114 Shares 41,005 Est. Cost $56.77 Unrealized +54.1%
NSC NORFOLK SOUTHERN CORP 0.7%
Value ($000) $4,045 Shares 29,828 Est. Cost $76.95 Unrealized +59.4%
AMP AMERIPRISE FINL INC 0.7%
Value ($000) $4,040 Shares 27,297 Est. Cost $100.32 Unrealized +39.5%
PEG PUBLIC SVC ENTERPRISE GROUP 0.7%
Value ($000) $3,987 Shares 79,395 Est. Cost $27.04 Unrealized +38.9%
MET METLIFE INC 0.6%
Value ($000) $3,965 Shares 86,393 Est. Cost $33.66 Unrealized +10.0%
BROADCOM LTD 0.6%
Value ($000) $3,919 Shares 16,621 Est. Cost $173.22 Unrealized
CCL CARNIVAL CORP 0.6%
Value ($000) $3,898 Shares 59,423 Est. Cost $61.32 Unrealized +2.4%
ZTS ZOETIS INC 0.6%
Value ($000) $3,888 Shares 46,584 Est. Cost $48.53 Unrealized +52.6%
DISCOVER FINL SVCS 0.6%
Value ($000) $3,881 Shares 53,905 Est. Cost $62.72 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $3,815 Shares 17,835 Est. Cost $136.12 Unrealized +47.8%
ORLY O REILLY AUTOMOTIVE INC NEW 0.6%
Value ($000) $3,691 Shares 14,960 Est. Cost $12.29 Unrealized +37.6%
MS MORGAN STANLEY 0.6%
Value ($000) $3,671 Shares 68,062 Est. Cost $25.04 Unrealized +74.5%
AMT AMERICAN TOWER CORP NEW 0.6%
Value ($000) $3,669 Shares 25,248 Est. Cost $75.00 Unrealized +53.0%
COP CONOCOPHILLIPS 0.6%
Value ($000) $3,647 Shares 61,462 Est. Cost $38.83 Unrealized +12.7%
ADBE ADOBE SYS INC 0.6%
Value ($000) $3,584 Shares 16,571 Est. Cost $190.40 Unrealized +6.8%
LOW LOWES COS INC 0.6%
Value ($000) $3,572 Shares 40,668 Est. Cost $63.61 Unrealized +28.8%
ROST ROSS STORES INC 0.6%
Value ($000) $3,512 Shares 44,961 Est. Cost $39.87 Unrealized +83.9%
LAM RESEARCH CORP 0.6%
Value ($000) $3,492 Shares 17,182 Est. Cost $81.64 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.6%
Value ($000) $3,474 Shares 47,874 Est. Cost $61.33 Unrealized +7.7%
BANK OF THE OZARKS 0.6%
Value ($000) $3,462 Shares 71,647 Est. Cost $48.32 Unrealized
ETR ENTERGY CORP NEW 0.6%
Value ($000) $3,410 Shares 43,264 Est. Cost $27.77 Unrealized +3.9%
PHM PULTE GROUP INC 0.5%
Value ($000) $3,270 Shares 110,818 Est. Cost $18.76 Unrealized +51.4%
META FACEBOOK INC 0.5%
Value ($000) $3,267 Shares 20,474 Est. Cost $135.27 Unrealized +31.8%
IWR ISHARES TR 0.5%
Value ($000) $3,224 Shares 15,613 Est. Cost $188.42 Unrealized
IP INTL PAPER CO 0.5%
Value ($000) $3,185 Shares 59,552 Est. Cost $32.97 Unrealized +18.9%
PEP PEPSICO INC 0.5%
Value ($000) $3,123 Shares 28,615 Est. Cost $81.94 Unrealized +8.9%
FDX FEDEX CORP 0.5%
Value ($000) $3,121 Shares 12,999 Est. Cost $220.51 Unrealized 0.0%
IWD ISHARES TR 0.5%
Value ($000) $3,101 Shares 25,865 Est. Cost $106.98 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $3,042 Shares 55,802 Est. Cost $36.92 Unrealized +14.5%
MDT MEDTRONIC PLC 0.5%
Value ($000) $2,949 Shares 36,812 Est. Cost $60.09 Unrealized +12.0%
SBUX STARBUCKS CORP 0.5%
Value ($000) $2,760 Shares 47,793 Est. Cost $46.93 Unrealized +3.8%
WTBA WEST BANCORPORATION INC 0.4%
Value ($000) $2,723 Shares 106,519 Est. Cost $25.27 Unrealized 0.0%
TWO HBRS INVT CORP 0.4%
Value ($000) $2,696 Shares 175,469 Est. Cost $16.00 Unrealized
SNAP SNAP INC 0.4%
Value ($000) $2,562 Shares 161,244 Est. Cost $14.79 Unrealized +9.7%
CELGENE CORP 0.4%
Value ($000) $2,483 Shares 27,896 Est. Cost $98.29 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $2,428 Shares 9,227 Est. Cost $216.56 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.4%
Value ($000) $2,409 Shares 36,810 Est. Cost $78.69 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.4%
Value ($000) $2,370 Shares 53,551 Est. Cost $35.35 Unrealized
CAH CARDINAL HEALTH INC 0.4%
Value ($000) $2,346 Shares 37,418 Est. Cost $55.52 Unrealized -2.4%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $2,217 Shares 64,871 Est. Cost $26.10 Unrealized +21.8%
EFG ISHARES TR 0.3%
Value ($000) $2,119 Shares 26,368 Est. Cost $72.53 Unrealized
AES AES CORP 0.3%
Value ($000) $2,050 Shares 180,197 Est. Cost $7.91 Unrealized +3.5%
SYF SYNCHRONY FINL 0.3%
Value ($000) $2,044 Shares 60,923 Est. Cost $27.61 Unrealized +10.4%
SYY SYSCO CORP 0.3%
Value ($000) $2,009 Shares 33,545 Est. Cost $40.59 Unrealized +21.3%
VMC VULCAN MATLS CO 0.3%
Value ($000) $1,928 Shares 16,860 Est. Cost $82.80 Unrealized +41.9%
STORE CAP CORP 0.3%
Value ($000) $1,913 Shares 77,119 Est. Cost $25.42 Unrealized
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $1,856 Shares 24,597 Est. Cost $86.27 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $1,820 Shares 39,619 Est. Cost $33.25 Unrealized +33.1%
ATHENE HLDG LTD 0.3%
Value ($000) $1,772 Shares 36,940 Est. Cost $49.38 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,641 Shares 28,160 Est. Cost $52.81 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $1,541 Shares 10,491 Est. Cost $146.89 Unrealized
MUB ISHARES TR 0.2%
Value ($000) $1,507 Shares 13,831 Est. Cost $109.19 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $1,477 Shares 13,512 Est. Cost $101.39 Unrealized
AGG ISHARES TR 0.2%
Value ($000) $1,457 Shares 13,599 Est. Cost $107.14 Unrealized
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $1,443 Shares 26,293 Est. Cost $50.74 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,441 Shares 7,644 Est. Cost $141.91 Unrealized +19.3%
BKNG BOOKING HLDGS INC 0.2%
Value ($000) $1,320 Shares 636 Est. Cost $1933.58 Unrealized 0.0%
USB US BANCORP DEL 0.2%
Value ($000) $1,243 Shares 24,525 Est. Cost $28.90 Unrealized +38.1%
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $1,205 Shares 7,600 Est. Cost $118.81 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $1,188 Shares 9,181 Est. Cost $96.40 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $1,115 Shares 5,953 Est. Cost $163.14 Unrealized
IWO ISHARES TR 0.2%
Value ($000) $1,110 Shares 5,835 Est. Cost $175.61 Unrealized
UNILEVER N V 0.2%
Value ($000) $1,057 Shares 18,739 Est. Cost $44.67 Unrealized
SYK STRYKER CORP 0.2%
Value ($000) $1,048 Shares 6,519 Est. Cost $109.98 Unrealized +34.5%
IVW ISHARES TR 0.2%
Value ($000) $1,013 Shares 6,532 Est. Cost $148.32 Unrealized
IGIB ISHARES TR 0.2%
Value ($000) $991 Shares 9,245 Est. Cost $108.15 Unrealized
EL LAUDER ESTEE COS INC 0.2%
Value ($000) $982 Shares 6,556 Est. Cost $76.83 Unrealized +63.3%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $917 Shares 12,088 Est. Cost $41.29 Unrealized +91.6%
IX ORIX CORP 0.1%
Value ($000) $913 Shares 10,139 Est. Cost $76.19 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $901 Shares 8,669 Est. Cost $54.68 Unrealized +58.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $897 Shares 3 Est. Cost $271978.62 Unrealized +13.3%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $884 Shares 16,853 Est. Cost $38.61 Unrealized +23.6%
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $842 Shares 11,770 Est. Cost $56.61 Unrealized
TIME WARNER INC 0.1%
Value ($000) $839 Shares 8,850 Est. Cost $89.13 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $821 Shares 15,055 Est. Cost $43.42 Unrealized
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $807 Shares 7,354 Est. Cost $109.41 Unrealized 0.0%
MAA MID AMER APT CMNTYS INC 0.1%
Value ($000) $800 Shares 8,762 Est. Cost $71.97 Unrealized -4.2%
IWP ISHARES TR 0.1%
Value ($000) $796 Shares 6,473 Est. Cost $122.97 Unrealized
ICF ISHARES TR 0.1%
Value ($000) $780 Shares 8,354 Est. Cost $93.37 Unrealized
THO THOR INDS INC 0.1%
Value ($000) $764 Shares 6,631 Est. Cost $69.64 Unrealized +62.4%
RIO RIO TINTO PLC 0.1%
Value ($000) $762 Shares 14,772 Est. Cost $39.58 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $737 Shares 8,522 Est. Cost $79.38 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $726 Shares 3,132 Est. Cost $2.74 Unrealized +112.2%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $724 Shares 3,946 Est. Cost $122.49 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $722 Shares 53,442 Est. Cost $26.90 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $717 Shares 7,465 Est. Cost $70.30 Unrealized +20.8%
NEW YORK CMNTY BANCORP INC 0.1%
Value ($000) $696 Shares 53,385 Est. Cost $15.71 Unrealized
DE DEERE & CO 0.1%
Value ($000) $695 Shares 4,479 Est. Cost $85.04 Unrealized +69.3%
APTIV PLC 0.1%
Value ($000) $686 Shares 8,049 Est. Cost $85.15 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $680 Shares 14,067 Est. Cost $48.34 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $663 Shares 8,614 Est. Cost $87.23 Unrealized
BCS BARCLAYS PLC 0.1%
Value ($000) $623 Shares 52,713 Est. Cost $9.63 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $622 Shares 5,925 Est. Cost $105.67 Unrealized
HSBC HSBC HLDGS PLC 0.1%
Value ($000) $620 Shares 12,963 Est. Cost $45.64 Unrealized
MGA MAGNA INTL INC 0.1%
Value ($000) $604 Shares 10,710 Est. Cost $39.68 Unrealized +10.2%
SMFG SUMITOMO MITSUI FINL GROUP I 0.1%
Value ($000) $574 Shares 67,473 Est. Cost $7.80 Unrealized
ST SENSATA TECHNOLOGIES HLDNG P 0.1%
Value ($000) $546 Shares 10,585 Est. Cost $53.31 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $535 Shares 4,396 Est. Cost $93.03 Unrealized +26.7%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value ($000) $529 Shares 66,868 Est. Cost $7.35 Unrealized
TOTAL S A 0.1%
Value ($000) $484 Shares 8,368 Est. Cost $55.33 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $480 Shares 2,406 Est. Cost $168.20 Unrealized +22.1%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $468 Shares 9,476 Est. Cost $45.62 Unrealized
CANADIAN PAC RY LTD 0.1%
Value ($000) $461 Shares 2,605 Est. Cost $183.45 Unrealized
NVS NOVARTIS A G 0.1%
Value ($000) $433 Shares 5,366 Est. Cost $83.49 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $403 Shares 7,390 Est. Cost $11.23 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $384 Shares 10,726 Est. Cost $15.48 Unrealized +2.1%
PFF ISHARES TR 0.1%
Value ($000) $370 Shares 9,833 Est. Cost $37.63 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $348 Shares 3,450 Est. Cost $95.60 Unrealized +5.6%
TELFY TELEFONICA S A 0.1%
Value ($000) $343 Shares 34,654 Est. Cost $10.85 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $332 Shares 3,327 Est. Cost $69.31 Unrealized -0.9%
MCD MCDONALDS CORP 0.1%
Value ($000) $323 Shares 2,065 Est. Cost $109.52 Unrealized +24.8%
V VISA INC 0.1%
Value ($000) $309 Shares 2,584 Est. Cost $78.81 Unrealized +45.6%
MMM 3M CO 0.0%
Value ($000) $303 Shares 1,383 Est. Cost $146.90 Unrealized +2.2%
RAYTHEON CO 0.0%
Value ($000) $278 Shares 1,285 Est. Cost $187.55 Unrealized
HMC HONDA MOTOR LTD 0.0%
Value ($000) $275 Shares 7,929 Est. Cost $33.97 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $273 Shares 5,140 Est. Cost $53.11 Unrealized
PDL BIOPHARMA INC 0.0%
Value ($000) $272 Shares 92,554 Est. Cost $2.75 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $260 Shares 3,815 Est. Cost $58.98 Unrealized 0.0%
GOOG ALPHABET INC 0.0%
Value ($000) $260 Shares 252 Est. Cost $41.45 Unrealized +32.2%
BA BOEING CO 0.0%
Value ($000) $258 Shares 787 Est. Cost $158.76 Unrealized +103.4%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $246 Shares 2,285 Est. Cost $82.41 Unrealized 0.0%
AMERICAN EQTY INVT LIFE HLD 0.0%
Value ($000) $244 Shares 8,325 Est. Cost $29.31 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $241 Shares 3,466 Est. Cost $44.47 Unrealized +31.5%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $233 Shares 597 Est. Cost $122.31 Unrealized +3.9%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $229 Shares 1,400 Est. Cost $31.53 Unrealized +0.5%
SNY SANOFI 0.0%
Value ($000) $219 Shares 5,431 Est. Cost $44.20 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $218 Shares 1,603 Est. Cost $114.71 Unrealized +14.4%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $218 Shares 3,453 Est. Cost $46.46 Unrealized +3.5%
NEW SR INVT GROUP INC 0.0%
Value ($000) $217 Shares 26,595 Est. Cost $8.89 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $217 Shares 6,289 Est. Cost $25.62 Unrealized +1.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $215 Shares 4,260 Est. Cost $50.47 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $207 Shares 3,443 Est. Cost $52.58 Unrealized 0.0%
MMSI MERIT MED SYS INC 0.0%
Value ($000) $206 Shares 4,549 Est. Cost $45.28 Unrealized 0.0%
CHINA PETE & CHEM CORP 0.0%
Value ($000) $202 Shares 2,290 Est. Cost $88.21 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $191 Shares 10,780 Est. Cost $17.41 Unrealized +9.2%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $73 Shares 10,850 Est. Cost $7.28 Unrealized