PLIMOTH TRUST CO LLC Diversified Active

CIK: 0001623678 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Dec 12, 2018

Total Value ($000): $291,827 (100.0% shares, 0.0% debt)

Holdings (184)

PGX Invesco II Pfd-ETF 3.5%
Value ($000) $10,246 Shares 703,706 Est. Cost $14.56 Unrealized
AAPL Apple, Inc. 3.2%
Value ($000) $9,411 Shares 50,839 Est. Cost $39.10 Unrealized +9.3%
AGG Ishares Core U.S. Aggregate-ETF 2.8%
Value ($000) $8,301 Shares 78,081 Est. Cost $108.89 Unrealized
VNQ Vanguard Real Estate-ETF 2.7%
Value ($000) $7,937 Shares 97,441 Est. Cost $82.25 Unrealized
JPM JPMorgan Chase & Company 2.3%
Value ($000) $6,588 Shares 63,218 Est. Cost $82.00 Unrealized +8.6%
DWM Wisdomtree International Equity Fund ETF 1.9%
Value ($000) $5,658 Shares 107,250 Est. Cost $55.60 Unrealized
INTC Intel Corp 1.9%
Value ($000) $5,545 Shares 111,532 Est. Cost $36.55 Unrealized +23.2%
T AT&T Inc. Com 1.9%
Value ($000) $5,466 Shares 170,207 Est. Cost $15.13 Unrealized -4.0%
MSFT Microsoft Corp 1.8%
Value ($000) $5,253 Shares 53,267 Est. Cost $75.26 Unrealized +19.3%
VZ Verizon Communications Inc. 1.7%
Value ($000) $4,938 Shares 98,150 Est. Cost $31.96 Unrealized +0.8%
PFXF MFC Vaneck Vectors ETF Trust 1.7%
Value ($000) $4,846 Shares 247,416 Est. Cost $19.60 Unrealized
XOM Exxon Mobil Corporation 1.6%
Value ($000) $4,624 Shares 55,899 Est. Cost $57.12 Unrealized -1.7%
BA Boeing Co 1.6%
Value ($000) $4,597 Shares 13,703 Est. Cost $257.40 Unrealized +28.3%
PFE Pfizer, Inc 1.5%
Value ($000) $4,390 Shares 121,003 Est. Cost $23.80 Unrealized +2.1%
JNJ Johnson & Johnson 1.5%
Value ($000) $4,289 Shares 35,349 Est. Cost $110.63 Unrealized -9.0%
CVX Chevron Corp com 1.5%
Value ($000) $4,255 Shares 33,649 Est. Cost $83.57 Unrealized +6.7%
PG Procter & Gamble Co 1.3%
Value ($000) $3,733 Shares 47,814 Est. Cost $71.76 Unrealized -13.9%
ETN Eaton Corp PLC 1.2%
Value ($000) $3,571 Shares 47,783 Est. Cost $68.13 Unrealized -1.6%
General Electric Co 1.2%
Value ($000) $3,529 Shares 259,295 Est. Cost $17.30 Unrealized
CSCO Cisco Systems, Inc. 1.2%
Value ($000) $3,507 Shares 81,486 Est. Cost $27.97 Unrealized +24.2%
IBM International Business Machines 1.2%
Value ($000) $3,478 Shares 24,900 Est. Cost $102.37 Unrealized -2.4%
UPS United Parcel Service 1.1%
Value ($000) $3,271 Shares 30,792 Est. Cost $85.72 Unrealized -2.3%
DowDupont Inc 1.1%
Value ($000) $3,225 Shares 48,921 Est. Cost $71.21 Unrealized
ABBV AbbVie Inc 1.1%
Value ($000) $3,177 Shares 34,289 Est. Cost $67.63 Unrealized +4.3%
GILD Gilead Sciences, Inc. 1.1%
Value ($000) $3,081 Shares 43,491 Est. Cost $55.92 Unrealized -5.7%
LOW Lowe's Companies, Inc. 1.0%
Value ($000) $2,945 Shares 30,813 Est. Cost $74.02 Unrealized +6.3%
WMT Wal-Mart Stores Inc 1.0%
Value ($000) $2,793 Shares 32,608 Est. Cost $27.21 Unrealized -7.2%
MCD McDonald's Corp. 0.9%
Value ($000) $2,764 Shares 17,640 Est. Cost $138.65 Unrealized -2.3%
MRK Merck & Co. Inc. 0.9%
Value ($000) $2,662 Shares 43,855 Est. Cost $43.00 Unrealized +3.5%
DES WisdomTree U.S. Small Cap Dividend Fund ETF 0.9%
Value ($000) $2,588 Shares 87,295 Est. Cost $29.05 Unrealized
NEE NextEra Energy Inc. 0.9%
Value ($000) $2,532 Shares 15,164 Est. Cost $31.53 Unrealized +6.0%
MO Altria Group Inc. 0.9%
Value ($000) $2,501 Shares 44,051 Est. Cost $36.64 Unrealized -12.1%
DIS The Walt Disney Company 0.9%
Value ($000) $2,489 Shares 23,752 Est. Cost $97.30 Unrealized -0.1%
KO Coca Cola 0.8%
Value ($000) $2,424 Shares 55,285 Est. Cost $35.50 Unrealized -4.2%
XLK Select Sector SPDR-Technology - ETF 0.8%
Value ($000) $2,416 Shares 34,783 Est. Cost $64.07 Unrealized
BMY Bristol Myers Squibb Co. 0.8%
Value ($000) $2,395 Shares 43,280 Est. Cost $46.46 Unrealized -12.5%
IVZ Invesco Ltd 0.8%
Value ($000) $2,358 Shares 88,759 Est. Cost $23.42 Unrealized -15.0%
KMB Kimberly-Clark Corp 0.8%
Value ($000) $2,350 Shares 22,300 Est. Cost $85.41 Unrealized -7.0%
HD Home Depot, Inc. 0.8%
Value ($000) $2,337 Shares 11,975 Est. Cost $141.67 Unrealized +9.4%
BIIB Biogen Inc. 0.8%
Value ($000) $2,336 Shares 8,048 Est. Cost $317.07 Unrealized -11.3%
MCHP Microchip Technology Inc. 0.8%
Value ($000) $2,320 Shares 25,513 Est. Cost $38.90 Unrealized +3.3%
TD Toronto Dominion Bank 0.8%
Value ($000) $2,308 Shares 39,882 Est. Cost $57.13 Unrealized +0.2%
TGT Target Corp. 0.8%
Value ($000) $2,288 Shares 30,048 Est. Cost $48.06 Unrealized +24.1%
QCOM Qualcomm Inc 0.8%
Value ($000) $2,271 Shares 40,477 Est. Cost $49.00 Unrealized -6.3%
DON WisdomTree U.S. Midcap Dividend Fund-ETF 0.8%
Value ($000) $2,197 Shares 61,365 Est. Cost $35.28 Unrealized
AXP American Express Co 0.7%
Value ($000) $2,111 Shares 21,538 Est. Cost $85.91 Unrealized +3.1%
GOOGL Alphabet Inc. Cl A 0.7%
Value ($000) $2,080 Shares 1,842 Est. Cost $51.65 Unrealized +4.5%
CVS CVS Health Corp 0.7%
Value ($000) $2,024 Shares 31,452 Est. Cost $55.74 Unrealized -7.3%
USB US Bancorp Del Com 0.7%
Value ($000) $2,024 Shares 40,462 Est. Cost $39.66 Unrealized -6.1%
DUK Duke Energy Corp 0.7%
Value ($000) $2,011 Shares 25,423 Est. Cost $62.20 Unrealized -9.3%
AMGN Amgen Inc. 0.7%
Value ($000) $1,961 Shares 10,622 Est. Cost $138.92 Unrealized +1.0%
DRI Darden Restaurants Inc. 0.6%
Value ($000) $1,895 Shares 17,697 Est. Cost $67.47 Unrealized +9.9%
CTSH Cognizant Tech Solutions-A 0.6%
Value ($000) $1,866 Shares 23,635 Est. Cost $65.25 Unrealized +7.9%
SBUX Starbucks Corporation 0.6%
Value ($000) $1,756 Shares 35,959 Est. Cost $47.53 Unrealized +1.1%
UNP Union Pacific Corp 0.6%
Value ($000) $1,737 Shares 12,260 Est. Cost $101.94 Unrealized +15.5%
MTB M&T Bank Corporation 0.6%
Value ($000) $1,702 Shares 10,000 Est. Cost $146.61 Unrealized -3.5%
LLY Lilly, Eli & Co 0.6%
Value ($000) $1,643 Shares 19,252 Est. Cost $75.16 Unrealized -1.9%
Blackrock Inc 0.5%
Value ($000) $1,586 Shares 3,178 Est. Cost $513.72 Unrealized
WFC Wells Fargo Company 0.5%
Value ($000) $1,582 Shares 28,530 Est. Cost $46.57 Unrealized -6.9%
COF Capital One Financial Corp. 0.5%
Value ($000) $1,571 Shares 17,095 Est. Cost $80.85 Unrealized +2.6%
PEP Pepsico Inc 0.5%
Value ($000) $1,542 Shares 14,159 Est. Cost $88.99 Unrealized -8.2%
United Technologies Corp. 0.5%
Value ($000) $1,494 Shares 11,956 Est. Cost $127.56 Unrealized
UNH UnitedHealth Group Inc. 0.5%
Value ($000) $1,480 Shares 6,031 Est. Cost $186.06 Unrealized +14.0%
BB&T Corp. com 0.5%
Value ($000) $1,448 Shares 28,704 Est. Cost $49.80 Unrealized
CMCSA ComCast Corporation Cl A 0.5%
Value ($000) $1,413 Shares 43,046 Est. Cost $29.22 Unrealized -8.1%
TROW T Rowe Price Group Inc 0.5%
Value ($000) $1,413 Shares 12,164 Est. Cost $71.87 Unrealized +20.4%
Suntrust Banks, Inc. 0.5%
Value ($000) $1,386 Shares 21,000 Est. Cost $68.05 Unrealized
NKE Nike Inc. Class B 0.5%
Value ($000) $1,368 Shares 17,176 Est. Cost $51.78 Unrealized +23.3%
AMAT Applied Materials Inc. 0.5%
Value ($000) $1,339 Shares 28,989 Est. Cost $48.67 Unrealized -2.9%
PM Philip Morris Intl Inc. 0.5%
Value ($000) $1,327 Shares 16,440 Est. Cost $69.58 Unrealized -18.7%
NUE Nucor Corporation 0.5%
Value ($000) $1,325 Shares 21,190 Est. Cost $49.50 Unrealized +9.3%
VFC VF Corporation 0.5%
Value ($000) $1,325 Shares 16,258 Est. Cost $66.06 Unrealized +14.1%
TJX TJX Companies Inc. 0.4%
Value ($000) $1,265 Shares 13,293 Est. Cost $32.63 Unrealized +21.2%
ADP Automatic Data Processing 0.4%
Value ($000) $1,231 Shares 9,182 Est. Cost $96.16 Unrealized +12.1%
ED Consolidated Edison Inc. 0.4%
Value ($000) $1,225 Shares 15,706 Est. Cost $64.09 Unrealized -9.5%
D Dominion Energy Inc. 0.4%
Value ($000) $1,222 Shares 17,921 Est. Cost $56.42 Unrealized -17.8%
XLF Select Sector SPDR-Financial - ETF 0.4%
Value ($000) $1,210 Shares 45,498 Est. Cost $27.89 Unrealized
XLV Select Sector SPDR-Health Care - ETF 0.4%
Value ($000) $1,196 Shares 14,331 Est. Cost $82.71 Unrealized
Alerian MLP-ETF 0.4%
Value ($000) $1,188 Shares 117,572 Est. Cost $10.79 Unrealized
FFIV F5 Networks Inc 0.4%
Value ($000) $1,183 Shares 6,859 Est. Cost $125.69 Unrealized +32.6%
STT State Street Corp. 0.4%
Value ($000) $1,177 Shares 12,646 Est. Cost $74.61 Unrealized +4.4%
NVS Novartis AG Sponsored ADR 0.4%
Value ($000) $1,151 Shares 15,232 Est. Cost $83.96 Unrealized
XLY Select Sector SPDR-Cons. Discretionary - ETF 0.4%
Value ($000) $1,136 Shares 10,396 Est. Cost $98.88 Unrealized
CHKP Check Point Software 0.4%
Value ($000) $1,095 Shares 11,213 Est. Cost $107.48 Unrealized -7.8%
EXC Exelon Corp. 0.4%
Value ($000) $1,069 Shares 25,096 Est. Cost $21.66 Unrealized +1.4%
HCP Inc. Com REIT 0.4%
Value ($000) $1,052 Shares 40,721 Est. Cost $26.10 Unrealized
PWV Invesco Dynamic L/C Value-ETF 0.4%
Value ($000) $1,031 Shares 28,923 Est. Cost $35.65 Unrealized
COP ConocoPhillips 0.3%
Value ($000) $1,018 Shares 14,628 Est. Cost $42.06 Unrealized +23.2%
CAT Caterpillar Inc. 0.3%
Value ($000) $1,005 Shares 7,409 Est. Cost $116.31 Unrealized +8.8%
BAC Bank Of America Corporation 0.3%
Value ($000) $1,005 Shares 35,660 Est. Cost $22.81 Unrealized +8.9%
Citrix Systems Inc 0.3%
Value ($000) $1,004 Shares 9,576 Est. Cost $88.30 Unrealized
INDB Independent Bank Corp Mass 0.3%
Value ($000) $992 Shares 12,649 Est. Cost $56.20 Unrealized +7.6%
META Facebook Inc 0.3%
Value ($000) $970 Shares 4,993 Est. Cost $176.59 Unrealized +1.6%
CMI Cummins, Inc. 0.3%
Value ($000) $944 Shares 7,094 Est. Cost $133.98 Unrealized -8.5%
ABT Abbott Laboratories 0.3%
Value ($000) $939 Shares 15,394 Est. Cost $48.12 Unrealized +10.5%
ECL Ecolab Inc Com 0.3%
Value ($000) $936 Shares 6,672 Est. Cost $123.54 Unrealized +7.6%
GOOG Alphabet Inc Cl C 0.3%
Value ($000) $931 Shares 834 Est. Cost $50.97 Unrealized +5.2%
VOD Vodafone Group PLC-SP ADR 0.3%
Value ($000) $929 Shares 38,255 Est. Cost $31.89 Unrealized
MDT Medtronic Hldg Ltd 0.3%
Value ($000) $909 Shares 10,608 Est. Cost $65.54 Unrealized +4.6%
IP International Paper 0.3%
Value ($000) $898 Shares 17,253 Est. Cost $37.77 Unrealized -3.7%
Ingersoll-Rand PLC Shs 0.3%
Value ($000) $897 Shares 10,000 Est. Cost $85.53 Unrealized
BB&T Corporation 5.2 12/31/49 Pfd 0.3%
Value ($000) $890 Shares 35,401 Est. Cost $25.11 Unrealized
BFH Alliance Data Systems Corp 0.3%
Value ($000) $883 Shares 3,785 Est. Cost $158.56 Unrealized -5.5%
PFG Principal Financial Group Inc. 0.3%
Value ($000) $867 Shares 16,382 Est. Cost $48.02 Unrealized -10.2%
SWKS Skyworks Solutions, Inc. 0.3%
Value ($000) $866 Shares 8,965 Est. Cost $86.04 Unrealized -5.2%
PSA Public Storage 0.3%
Value ($000) $826 Shares 3,638 Est. Cost $150.98 Unrealized +0.7%
EEMV IShares TR - ETF 0.3%
Value ($000) $823 Shares 14,228 Est. Cost $60.85 Unrealized
SO Southern Co 0.3%
Value ($000) $818 Shares 17,653 Est. Cost $36.45 Unrealized -9.9%
CB Chubb Ltd Ord 0.3%
Value ($000) $815 Shares 6,413 Est. Cost $128.04 Unrealized -9.1%
HON Honeywell International Inc. 0.3%
Value ($000) $792 Shares 5,495 Est. Cost $113.37 Unrealized +0.2%
SPGI S&P Global 0.3%
Value ($000) $774 Shares 3,800 Est. Cost $151.96 Unrealized +21.6%
XLI Select Sector SPDR-Industrial - ETF 0.3%
Value ($000) $768 Shares 10,720 Est. Cost $75.59 Unrealized
SPYG MFC SPDR Series Trust S&P 500 Growth - ETF 0.3%
Value ($000) $760 Shares 21,644 Est. Cost $32.98 Unrealized
TIP iShares Barclays TIPS Bond Fund ETF 0.2%
Value ($000) $729 Shares 6,455 Est. Cost $114.18 Unrealized
NGG National Grid Plc-SP ADR 0.2%
Value ($000) $712 Shares 12,753 Est. Cost $58.81 Unrealized
CCL Carnival Corp 0.2%
Value ($000) $692 Shares 12,071 Est. Cost $61.21 Unrealized -3.7%
ETR Entergy Corp. 0.2%
Value ($000) $678 Shares 8,393 Est. Cost $30.90 Unrealized -3.3%
OXY Occidental Petroleum Corp 0.2%
Value ($000) $666 Shares 7,965 Est. Cost $55.11 Unrealized +20.4%
LMT Lockheed Martin Corporation 0.2%
Value ($000) $664 Shares 2,246 Est. Cost $253.57 Unrealized +3.5%
TRV The Travelers Companies Inc. 0.2%
Value ($000) $662 Shares 5,410 Est. Cost $110.50 Unrealized +0.3%
Bank of NY Mellon 5.2 12/31/49 Pfd 0.2%
Value ($000) $639 Shares 25,315 Est. Cost $25.18 Unrealized
JCI Johnson Controls International PLC 0.2%
Value ($000) $627 Shares 18,742 Est. Cost $31.82 Unrealized -8.1%
XLP Select Sector SPDR-Consumer Staples - ETF 0.2%
Value ($000) $627 Shares 12,172 Est. Cost $56.65 Unrealized
INTU Intuit Inc 0.2%
Value ($000) $617 Shares 3,021 Est. Cost $144.15 Unrealized +26.4%
AMP Ameriprise Financial, Inc. 0.2%
Value ($000) $616 Shares 4,410 Est. Cost $136.87 Unrealized -10.5%
GS Goldman Sachs Group Inc. 0.2%
Value ($000) $607 Shares 2,752 Est. Cost $205.15 Unrealized -2.2%
AFL AFLAC, Inc. 0.2%
Value ($000) $584 Shares 13,572 Est. Cost $36.04 Unrealized +4.2%
MMM 3M Company 0.2%
Value ($000) $573 Shares 2,913 Est. Cost $144.97 Unrealized -10.2%
PSX Phillips 66 0.2%
Value ($000) $566 Shares 5,036 Est. Cost $71.47 Unrealized +16.3%
RPG Invesco S&P 500 Pure Growth-ETF 0.2%
Value ($000) $560 Shares 4,878 Est. Cost $114.80 Unrealized
WSM Williams-Sonoma, Inc. 0.2%
Value ($000) $551 Shares 8,984 Est. Cost $21.19 Unrealized +6.7%
Glaxosmithkline Plc Sponsored ADR 0.2%
Value ($000) $546 Shares 13,548 Est. Cost $39.12 Unrealized
Raytheon Company 0.2%
Value ($000) $529 Shares 2,739 Est. Cost $187.93 Unrealized
MET MetLife Inc. Com 0.2%
Value ($000) $527 Shares 12,100 Est. Cost $39.78 Unrealized -9.7%
APD Air Products & Chemicals 0.2%
Value ($000) $519 Shares 3,332 Est. Cost $130.30 Unrealized +4.0%
HPQ HP Inc. 0.2%
Value ($000) $498 Shares 21,935 Est. Cost $16.24 Unrealized +6.1%
BDX Becton, Dickinson and Co. 0.2%
Value ($000) $492 Shares 2,054 Est. Cost $185.82 Unrealized +6.8%
EMR Emerson Electric Co 0.2%
Value ($000) $486 Shares 7,020 Est. Cost $53.28 Unrealized +10.1%
Cigna Corp. 0.2%
Value ($000) $471 Shares 2,771 Est. Cost $203.18 Unrealized
EFA iShares MSCI EAFE Index - ETF 0.2%
Value ($000) $466 Shares 6,960 Est. Cost $70.14 Unrealized
SYY Sysco Corp 0.2%
Value ($000) $466 Shares 6,825 Est. Cost $45.82 Unrealized +14.1%
SPY SPDR S & P 500 Trust Unit Ser 1 - ETF 0.2%
Value ($000) $466 Shares 1,718 Est. Cost $268.72 Unrealized
SNY Sanofi-ADR 0.2%
Value ($000) $460 Shares 11,505 Est. Cost $40.07 Unrealized
SBNY Signature Bank 0.2%
Value ($000) $456 Shares 3,566 Est. Cost $137.51 Unrealized
Walgreens Boots Alliance Inc. 0.2%
Value ($000) $456 Shares 7,594 Est. Cost $71.93 Unrealized
Public Storage Pfd 6 Ser Z 0.2%
Value ($000) $453 Shares 17,217 Est. Cost $26.46 Unrealized
Maxim Integrated Com 0.2%
Value ($000) $453 Shares 7,735 Est. Cost $52.26 Unrealized
SJM J.M. Smucker Company 0.2%
Value ($000) $450 Shares 4,187 Est. Cost $93.06 Unrealized -5.6%
RZG Invesco S&P SmallCap 600 Pure Growth-ETF 0.2%
Value ($000) $445 Shares 3,497 Est. Cost $127.25 Unrealized
DHR Danaher Corp. Com 0.1%
Value ($000) $435 Shares 4,411 Est. Cost $78.58 Unrealized +9.4%
IRM Iron Mountain Inc. 0.1%
Value ($000) $433 Shares 12,378 Est. Cost $21.76 Unrealized +2.0%
COST Costco Wholesale Corporation 0.1%
Value ($000) $430 Shares 2,057 Est. Cost $154.45 Unrealized +15.1%
DE Deere & Co. 0.1%
Value ($000) $407 Shares 2,911 Est. Cost $123.74 Unrealized +6.1%
ORCL Oracle Corp. 0.1%
Value ($000) $380 Shares 8,621 Est. Cost $43.49 Unrealized -5.3%
Royal Dutch Shell PLC Cl B 0.1%
Value ($000) $374 Shares 5,145 Est. Cost $68.32 Unrealized
BHP BHP Group Limited Spon ADR 0.1%
Value ($000) $367 Shares 7,347 Est. Cost $46.08 Unrealized
SLB Schlumberger Limited 0.1%
Value ($000) $362 Shares 5,403 Est. Cost $51.22 Unrealized +7.5%
Verizon Communications 5.9 02/15/54 Pfd 0.1%
Value ($000) $359 Shares 13,835 Est. Cost $26.36 Unrealized
Duke Energy Corp 5.125 01/15/73 Pfd 0.1%
Value ($000) $355 Shares 13,725 Est. Cost $25.34 Unrealized
Stanley Black & Decker 5.75 07/25/52 Pfd 0.1%
Value ($000) $355 Shares 13,910 Est. Cost $25.17 Unrealized
XLE Select Sector SPDR-Energy - ETF 0.1%
Value ($000) $342 Shares 4,496 Est. Cost $72.40 Unrealized
SCI Service Corp. Intl. 0.1%
Value ($000) $322 Shares 9,000 Est. Cost $35.79 Unrealized +3.5%
Nextera Energy Capital 5 01/15/73 Pfd 0.1%
Value ($000) $311 Shares 12,384 Est. Cost $24.91 Unrealized
Viacom Inc. Cl B 0.1%
Value ($000) $300 Shares 9,971 Est. Cost $30.82 Unrealized
CRM Salesforce.Com Inc 0.1%
Value ($000) $298 Shares 2,185 Est. Cost $114.98 Unrealized +9.6%
Unilever PLC Sponsored ADR New 0.1%
Value ($000) $297 Shares 5,365 Est. Cost $55.36 Unrealized
Praxair Inc. 0.1%
Value ($000) $296 Shares 1,875 Est. Cost $154.82 Unrealized
SI Financial Group Inc 0.1%
Value ($000) $292 Shares 19,827 Est. Cost $14.68 Unrealized
JPMorgan Chase & Co. 6.3 12/31/49 0.1%
Value ($000) $288 Shares 11,065 Est. Cost $27.01 Unrealized
UPS Class A (Directed) 0.1%
Value ($000) $271 Shares 2,552 Est. Cost $119.12 Unrealized
Total S.A. 0.1%
Value ($000) $266 Shares 4,390 Est. Cost $55.25 Unrealized
PPL PPL Corporation 0.1%
Value ($000) $261 Shares 9,135 Est. Cost $24.88 Unrealized -20.7%
ALLE Allegion PLC 0.1%
Value ($000) $258 Shares 3,333 Est. Cost $76.06 Unrealized -4.2%
AMZN Amazon.Com, Inc. 0.1%
Value ($000) $255 Shares 150 Est. Cost $55.02 Unrealized +44.3%
XLB Select Sector SPDR-Materials - ETF 0.1%
Value ($000) $238 Shares 4,101 Est. Cost $60.46 Unrealized
XLRE Select Sector SPDR-Real Estate - ETF 0.1%
Value ($000) $229 Shares 7,022 Est. Cost $32.98 Unrealized
PBI Pitney Bowes 0.1%
Value ($000) $225 Shares 26,180 Est. Cost $11.78 Unrealized -18.1%
State Street Corp 6 12/31/49 Pfd 0.1%
Value ($000) $224 Shares 8,573 Est. Cost $26.48 Unrealized
GLD SPDR Gold Trust - ETF 0.1%
Value ($000) $224 Shares 1,890 Est. Cost $123.66 Unrealized
MDY SPDR S&P Midcap 400 Tr Unit Ser 1-ETF 0.1%
Value ($000) $220 Shares 621 Est. Cost $344.77 Unrealized
NSC Norfolk Southern Corp 0.1%
Value ($000) $219 Shares 1,450 Est. Cost $125.28 Unrealized 0.0%
XLU Select Sector SPDR Fund-Utilities - ETF 0.1%
Value ($000) $215 Shares 4,121 Est. Cost $50.58 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.1%
Value ($000) $214 Shares 1,145 Est. Cost $189.88 Unrealized +2.7%
MDLZ Mondelez Int'l Inc Com 0.1%
Value ($000) $207 Shares 5,057 Est. Cost $34.48 Unrealized -3.3%