Farmers National Bank Diversified Active

Location: DANVILLE, KY

CIK: 0001632966 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 22, 2019

Total Value ($000): $190,942 (100.0% shares, 0.0% debt)

Holdings (299)

JNJ Johnson & Johnson 4.2%
Value ($000) $7,930 Shares 56,935 Est. Cost $79.27 Unrealized +44.8%
PG Procter & Gamble Co 4.1%
Value ($000) $7,875 Shares 71,822 Est. Cost $63.71 Unrealized +42.0%
XOM Exxon Mobil Corp 3.8%
Value ($000) $7,233 Shares 94,394 Est. Cost $56.86 Unrealized +0.0%
MSFT Microsoft Corp 3.2%
Value ($000) $6,063 Shares 45,261 Est. Cost $63.54 Unrealized +88.1%
MCD McDonald's Corp 2.9%
Value ($000) $5,620 Shares 27,062 Est. Cost $71.92 Unrealized +136.0%
CVX Chevron Corp 2.8%
Value ($000) $5,412 Shares 43,487 Est. Cost $72.73 Unrealized +24.1%
PFE Pfizer Inc 2.7%
Value ($000) $5,202 Shares 120,089 Est. Cost $19.81 Unrealized +47.5%
T AT&T Inc 2.7%
Value ($000) $5,165 Shares 154,144 Est. Cost $12.16 Unrealized +24.0%
V Visa Inc Class A 2.2%
Value ($000) $4,192 Shares 24,156 Est. Cost $63.21 Unrealized +147.3%
KO Coca-Cola Company 2.0%
Value ($000) $3,855 Shares 75,715 Est. Cost $30.66 Unrealized +30.2%
JPM JP Morgan Chase 2.0%
Value ($000) $3,794 Shares 33,934 Est. Cost $72.97 Unrealized +26.1%
HD Home Depot Inc 2.0%
Value ($000) $3,741 Shares 17,988 Est. Cost $115.97 Unrealized +46.2%
AAPL Apple Inc. 1.9%
Value ($000) $3,665 Shares 18,517 Est. Cost $32.87 Unrealized +41.8%
TDTF Flexshares Yr. TIPS ETF 1.8%
Value ($000) $3,420 Shares 134,006 Est. Cost $24.82 Unrealized
INTC Intel Corporation 1.7%
Value ($000) $3,312 Shares 69,186 Est. Cost $37.49 Unrealized +15.0%
O Realty Income Corp REIT 1.7%
Value ($000) $3,172 Shares 45,996 Est. Cost $26.89 Unrealized +84.0%
PEP Pepsico Inc 1.6%
Value ($000) $3,087 Shares 23,540 Est. Cost $69.81 Unrealized +50.0%
MA Mastercard Inc Class A 1.6%
Value ($000) $3,043 Shares 11,504 Est. Cost $82.90 Unrealized +191.1%
SBUX Starbucks Corp 1.6%
Value ($000) $2,988 Shares 35,646 Est. Cost $50.38 Unrealized +34.8%
IBM International Business Machines Corp 1.4%
Value ($000) $2,740 Shares 19,869 Est. Cost $98.63 Unrealized -0.0%
DIS Walt Disney Co 1.4%
Value ($000) $2,698 Shares 19,320 Est. Cost $106.70 Unrealized +20.0%
VZ Verizon Communications Inc 1.4%
Value ($000) $2,628 Shares 45,996 Est. Cost $28.03 Unrealized +42.8%
DUK Duke Energy Corp 1.3%
Value ($000) $2,505 Shares 28,394 Est. Cost $54.31 Unrealized +24.8%
HON Honeywell International Inc 1.3%
Value ($000) $2,496 Shares 14,297 Est. Cost $107.56 Unrealized +28.9%
CSCO Cisco Systems Inc 1.3%
Value ($000) $2,492 Shares 45,524 Est. Cost $33.63 Unrealized +34.4%
SO Southern Company 1.2%
Value ($000) $2,315 Shares 41,881 Est. Cost $29.54 Unrealized +40.0%
MRK Merck & Co Inc 1.2%
Value ($000) $2,221 Shares 26,483 Est. Cost $39.21 Unrealized +58.5%
ALL Allstate Corp 1.1%
Value ($000) $2,088 Shares 20,536 Est. Cost $75.73 Unrealized +10.3%
BB&T Corp 1.1%
Value ($000) $2,084 Shares 42,423 Est. Cost $45.26 Unrealized
Unilever Plc ADR 1.1%
Value ($000) $2,076 Shares 33,499 Est. Cost $41.42 Unrealized
NSC Norfolk Southern Corp 1.1%
Value ($000) $2,020 Shares 10,136 Est. Cost $84.66 Unrealized +104.7%
UPS United Parcel Service Inc Class B 1.0%
Value ($000) $1,883 Shares 18,230 Est. Cost $77.04 Unrealized +4.0%
CLX Clorox Company 1.0%
Value ($000) $1,844 Shares 12,045 Est. Cost $74.18 Unrealized +69.4%
DVY iShares Select Dividend ETF 0.9%
Value ($000) $1,784 Shares 17,918 Est. Cost $98.67 Unrealized
PFF iShares US Preferred Stock ETF 0.9%
Value ($000) $1,744 Shares 47,320 Est. Cost $39.53 Unrealized
WFC Wells Fargo & Co 0.9%
Value ($000) $1,709 Shares 36,111 Est. Cost $40.81 Unrealized -4.2%
CMCSA Comcast Corp Class A 0.9%
Value ($000) $1,650 Shares 39,034 Est. Cost $33.01 Unrealized +7.6%
AMGN Amgen Inc 0.9%
Value ($000) $1,636 Shares 8,878 Est. Cost $127.51 Unrealized +14.6%
Blackrock Inc 0.8%
Value ($000) $1,616 Shares 3,443 Est. Cost $466.76 Unrealized
UNP Union Pacific Corp 0.8%
Value ($000) $1,586 Shares 9,380 Est. Cost $92.48 Unrealized +59.8%
VGT Vanguard Information Technology ETF 0.8%
Value ($000) $1,585 Shares 7,515 Est. Cost $170.76 Unrealized
VNQ Vanguard REIT Index ETF 0.8%
Value ($000) $1,544 Shares 17,662 Est. Cost $83.62 Unrealized
TJX TJX Companies Inc 0.8%
Value ($000) $1,509 Shares 28,534 Est. Cost $44.91 Unrealized +8.4%
BK Bank of New York Mellon Corp 0.8%
Value ($000) $1,508 Shares 34,157 Est. Cost $31.16 Unrealized +24.5%
CVS CVS Health Corp 0.8%
Value ($000) $1,503 Shares 27,582 Est. Cost $49.32 Unrealized -11.7%
Walgreens Boots Alliance Inc 0.8%
Value ($000) $1,451 Shares 26,539 Est. Cost $76.56 Unrealized
CL Colgate-Palmolive Co 0.7%
Value ($000) $1,421 Shares 19,823 Est. Cost $52.87 Unrealized +15.1%
TROW T Rowe Price Group Inc. 0.7%
Value ($000) $1,388 Shares 12,648 Est. Cost $66.54 Unrealized +20.9%
United Technologies Corp 0.7%
Value ($000) $1,265 Shares 9,715 Est. Cost $116.08 Unrealized
GD General Dynamics Corp 0.7%
Value ($000) $1,252 Shares 6,886 Est. Cost $156.06 Unrealized -5.3%
NEE Nextera Energy Inc 0.7%
Value ($000) $1,244 Shares 6,070 Est. Cost $22.42 Unrealized +86.4%
WMT Walmart Stores Inc 0.6%
Value ($000) $1,154 Shares 10,447 Est. Cost $21.83 Unrealized +43.4%
PNC PNC Financial Services Group 0.6%
Value ($000) $1,142 Shares 8,319 Est. Cost $65.80 Unrealized +58.2%
GUNR Flexshares Glb. Upstream Ntrl. Res. ETF 0.6%
Value ($000) $1,104 Shares 33,456 Est. Cost $33.10 Unrealized
MDLZ Mondelez International Inc A 0.5%
Value ($000) $959 Shares 17,800 Est. Cost $31.99 Unrealized +37.8%
KMB Kimberly-Clark Corp 0.5%
Value ($000) $954 Shares 7,157 Est. Cost $78.13 Unrealized +30.8%
LOW Lowe's Companies Inc 0.5%
Value ($000) $885 Shares 8,768 Est. Cost $59.12 Unrealized +58.1%
IWR iShares Russell Mid-Cap ETF 0.5%
Value ($000) $877 Shares 15,705 Est. Cost $80.23 Unrealized
SPY SPDR S&P 500 - ETF 0.5%
Value ($000) $871 Shares 2,973 Est. Cost $214.05 Unrealized
NVS Novartis Ag ADR 0.4%
Value ($000) $789 Shares 8,643 Est. Cost $86.94 Unrealized
PPL PPL Corp 0.4%
Value ($000) $777 Shares 25,062 Est. Cost $19.94 Unrealized +17.0%
VB Vanguard Small-Cap Index ETF 0.4%
Value ($000) $775 Shares 4,950 Est. Cost $127.68 Unrealized
MMM 3M Company 0.4%
Value ($000) $738 Shares 4,255 Est. Cost $105.73 Unrealized +14.1%
IWM iShares Russell 2000 ETF 0.4%
Value ($000) $723 Shares 4,651 Est. Cost $124.63 Unrealized
BMY Bristol-Myers Squibb Co 0.3%
Value ($000) $655 Shares 14,442 Est. Cost $40.71 Unrealized -11.3%
BRK/B Berkshire Hathaway Inc Class B 0.3%
Value ($000) $631 Shares 2,962 Est. Cost $167.63 Unrealized +23.4%
PPG PPG Industries Inc 0.3%
Value ($000) $623 Shares 5,340 Est. Cost $89.49 Unrealized +12.2%
LLY Eli Lilly & Co. 0.3%
Value ($000) $611 Shares 5,514 Est. Cost $55.43 Unrealized +94.9%
ABBV Abbvie Inc 0.3%
Value ($000) $609 Shares 8,379 Est. Cost $46.27 Unrealized +28.3%
NKE Nike Inc Class B 0.3%
Value ($000) $598 Shares 7,129 Est. Cost $54.37 Unrealized +41.8%
EMR Emerson Electric Co 0.3%
Value ($000) $592 Shares 8,868 Est. Cost $46.48 Unrealized +23.6%
USB U.S. Bancorp 0.3%
Value ($000) $561 Shares 10,713 Est. Cost $29.41 Unrealized +32.4%
General Electric Co 0.3%
Value ($000) $556 Shares 52,987 Est. Cost $28.52 Unrealized
Linde Plc 0.3%
Value ($000) $542 Shares 2,701 Est. Cost $185.68 Unrealized
VO Vanguard Mid-Cap Index ETF 0.3%
Value ($000) $529 Shares 3,165 Est. Cost $151.27 Unrealized
VTI Vanguard Idx Total Stock Market ETF 0.3%
Value ($000) $518 Shares 3,451 Est. Cost $109.61 Unrealized
DIA SPDR Dow Jones Industrial Average ETF 0.3%
Value ($000) $511 Shares 1,922 Est. Cost $262.51 Unrealized
IWS iShares Trust Russell Mid-Cap Value ETF 0.3%
Value ($000) $499 Shares 5,595 Est. Cost $87.03 Unrealized
VEA Vanguard Developed Markets Index FTSE ETF 0.3%
Value ($000) $497 Shares 11,918 Est. Cost $44.82 Unrealized
EFV iShares MSCI EAFE Value Index Fund - ETF 0.2%
Value ($000) $477 Shares 9,924 Est. Cost $48.83 Unrealized
IVV iShares Core S&P 500 ETF 0.2%
Value ($000) $467 Shares 1,584 Est. Cost $222.36 Unrealized
DOW Dow Inc Corp 0.2%
Value ($000) $463 Shares 9,392 Est. Cost $36.37 Unrealized 0.0%
CB Chubb LTD Corp 0.2%
Value ($000) $440 Shares 2,990 Est. Cost $103.60 Unrealized +24.9%
ED Consolidated Edison Inc 0.2%
Value ($000) $427 Shares 4,875 Est. Cost $42.78 Unrealized +58.6%
VIG Vanguard Dividend Appreciation ETF 0.2%
Value ($000) $426 Shares 3,695 Est. Cost $82.21 Unrealized
ETN Eaton Corporation Plc 0.2%
Value ($000) $426 Shares 5,112 Est. Cost $49.78 Unrealized +43.4%
IWP iShares Russell Mid Cap Growth ETF 0.2%
Value ($000) $425 Shares 2,979 Est. Cost $135.60 Unrealized
VV Vanguard Large Cap Index ETF 0.2%
Value ($000) $413 Shares 3,068 Est. Cost $104.80 Unrealized
ORCL Oracle Corporation 0.2%
Value ($000) $409 Shares 7,172 Est. Cost $37.79 Unrealized +30.1%
PM Philip Morris International Inc 0.2%
Value ($000) $401 Shares 5,101 Est. Cost $49.38 Unrealized +18.0%
LMT Lockheed Martin Corp 0.2%
Value ($000) $387 Shares 1,064 Est. Cost $157.79 Unrealized +77.3%
BAX Baxter International Inc 0.2%
Value ($000) $381 Shares 4,656 Est. Cost $36.42 Unrealized +88.1%
DE Deere & Co 0.2%
Value ($000) $376 Shares 2,270 Est. Cost $95.04 Unrealized +48.8%
GIS General Mills Inc 0.2%
Value ($000) $374 Shares 7,118 Est. Cost $35.47 Unrealized +16.2%
CAT Caterpillar Inc 0.2%
Value ($000) $370 Shares 2,717 Est. Cost $61.29 Unrealized +87.1%
Glaxosmithkline Plc ADR 0.2%
Value ($000) $366 Shares 9,155 Est. Cost $41.75 Unrealized
DRI Darden Restaurants Inc 0.2%
Value ($000) $362 Shares 2,975 Est. Cost $49.81 Unrealized +98.7%
D Dominion Energy Inc 0.2%
Value ($000) $361 Shares 4,666 Est. Cost $45.99 Unrealized +23.6%
ABT Abbott Laboratories 0.2%
Value ($000) $354 Shares 4,204 Est. Cost $37.98 Unrealized +84.9%
CSX CSX Corp 0.2%
Value ($000) $353 Shares 4,559 Est. Cost $7.01 Unrealized +236.0%
ENB Enbridge Inc 0.2%
Value ($000) $344 Shares 9,525 Est. Cost $23.83 Unrealized -1.4%
KHC Kraft Heinz Co 0.2%
Value ($000) $342 Shares 11,027 Est. Cost $48.01 Unrealized -52.4%
ADP Automatic Data Processing 0.2%
Value ($000) $340 Shares 2,055 Est. Cost $79.46 Unrealized +77.4%
UNH UnitedHealth Group Inc 0.2%
Value ($000) $336 Shares 1,375 Est. Cost $129.35 Unrealized +66.6%
MO Altria Group Inc 0.2%
Value ($000) $294 Shares 6,219 Est. Cost $24.37 Unrealized +26.9%
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value ($000) $281 Shares 1,448 Est. Cost $169.15 Unrealized
AMZN Amazon.com Inc 0.1%
Value ($000) $273 Shares 144 Est. Cost $80.34 Unrealized +16.0%
IJS iShares S&P Small-Cap 600 Value ETF 0.1%
Value ($000) $267 Shares 1,796 Est. Cost $148.66 Unrealized
GMS Inc Corp 0.1%
Value ($000) $264 Shares 12,000 Est. Cost $34.27 Unrealized
DOV Dover Corp 0.1%
Value ($000) $261 Shares 2,600 Est. Cost $46.19 Unrealized +88.7%
EFA iShares MSCI EAFE Index - ETF 0.1%
Value ($000) $259 Shares 3,939 Est. Cost $65.43 Unrealized
GOOGL Alphabet Inc Class A 0.1%
Value ($000) $247 Shares 228 Est. Cost $44.42 Unrealized +29.3%
GOOG Alphabet Inc Class C 0.1%
Value ($000) $238 Shares 220 Est. Cost $46.39 Unrealized +23.4%
Royal Dutch Shell Plc ADR B 0.1%
Value ($000) $236 Shares 3,589 Est. Cost $66.72 Unrealized
Royal Dutch Shell Plc ADR A 0.1%
Value ($000) $229 Shares 3,513 Est. Cost $54.68 Unrealized
GPC Genuine Parts Co 0.1%
Value ($000) $227 Shares 2,195 Est. Cost $72.43 Unrealized +18.0%
IWD iShares Russell 1000 Value ETF 0.1%
Value ($000) $222 Shares 1,746 Est. Cost $110.44 Unrealized
IWF iShares Russell 1000 Growth ETF 0.1%
Value ($000) $221 Shares 1,404 Est. Cost $103.01 Unrealized
VTV Vanguard Value Index ETF 0.1%
Value ($000) $215 Shares 1,941 Est. Cost $86.79 Unrealized
Aqua America 0.1%
Value ($000) $205 Shares 4,957 Est. Cost $26.56 Unrealized
IVW iShares S&P 500 Growth ETF 0.1%
Value ($000) $200 Shares 1,115 Est. Cost $165.86 Unrealized
VUG Vanguard Growth Index ETF 0.1%
Value ($000) $200 Shares 1,227 Est. Cost $125.39 Unrealized
META Facebook Inc Class A 0.1%
Value ($000) $198 Shares 1,026 Est. Cost $157.93 Unrealized +14.9%
COP Conocophillips Corp 0.1%
Value ($000) $195 Shares 3,189 Est. Cost $48.23 Unrealized +2.1%
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $189 Shares 704 Est. Cost $262.01 Unrealized
SYY Sysco Corp 0.1%
Value ($000) $184 Shares 2,606 Est. Cost $40.23 Unrealized +48.0%
IJK iShares S&P Mid-Cap 400 Growth ETF 0.1%
Value ($000) $172 Shares 761 Est. Cost $218.26 Unrealized
EL Estee Lauder Companies Inc Class A 0.1%
Value ($000) $172 Shares 941 Est. Cost $128.86 Unrealized +21.8%
ACN Accenture Plc Class A 0.1%
Value ($000) $171 Shares 924 Est. Cost $134.04 Unrealized +22.1%
TM Toyota Motor Corp ADR 0.1%
Value ($000) $155 Shares 1,249 Est. Cost $100.33 Unrealized
CBRL Cracker Barrel Old Country Store 0.1%
Value ($000) $153 Shares 895 Est. Cost $75.71 Unrealized +65.8%
AXP American Express 0.1%
Value ($000) $150 Shares 1,216 Est. Cost $64.07 Unrealized +67.7%
PRU Prudential Financial Inc 0.1%
Value ($000) $149 Shares 1,473 Est. Cost $69.46 Unrealized +2.9%
HSY Hershey Co Foods 0.1%
Value ($000) $132 Shares 982 Est. Cost $71.89 Unrealized +51.5%
CAG Conagra Brands Inc 0.1%
Value ($000) $130 Shares 4,907 Est. Cost $19.33 Unrealized +14.9%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $128 Shares 850 Est. Cost $97.59 Unrealized +31.8%
IEMG iShares Core MSCI Emerging Markets ETF 0.1%
Value ($000) $127 Shares 2,477 Est. Cost $55.53 Unrealized
KFFB Kentucky First Federal Bancorp 0.1%
Value ($000) $127 Shares 16,209 Est. Cost $5.61 Unrealized +3.9%
AEP American Electric Power Company 0.1%
Value ($000) $126 Shares 1,435 Est. Cost $47.06 Unrealized +45.0%
MDT Medtronic Plc Corp 0.1%
Value ($000) $125 Shares 1,284 Est. Cost $66.47 Unrealized +14.6%
COR AmerisourceBergen Corp 0.1%
Value ($000) $124 Shares 1,454 Est. Cost $64.18 Unrealized -1.6%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.1%
Value ($000) $122 Shares 762 Est. Cost $159.70 Unrealized
MS Morgan Stanley Corp 0.1%
Value ($000) $121 Shares 2,768 Est. Cost $41.23 Unrealized -12.0%
COF Capital One Financial 0.1%
Value ($000) $116 Shares 1,280 Est. Cost $82.29 Unrealized -3.0%
VSS Vanguard FTSE All-World Ex-US Small-Cap ETF 0.1%
Value ($000) $114 Shares 1,080 Est. Cost $93.60 Unrealized
UBS ETracs Alerian MLP ETF 0.1%
Value ($000) $111 Shares 4,953 Est. Cost $24.17 Unrealized
AWK American Water Works Company 0.1%
Value ($000) $107 Shares 920 Est. Cost $75.72 Unrealized +28.8%
COST Costco Wholesale Corp 0.1%
Value ($000) $107 Shares 406 Est. Cost $182.67 Unrealized +24.0%
Celgene Corp 0.1%
Value ($000) $105 Shares 1,134 Est. Cost $81.38 Unrealized
VBK Vanguard Small-Cap Grwth ETF 0.1%
Value ($000) $102 Shares 548 Est. Cost $184.01 Unrealized
WEC WEC Energy Group Inc 0.1%
Value ($000) $102 Shares 1,221 Est. Cost $44.34 Unrealized +46.5%
SYBT Stock Yards Bancorp Inc 0.1%
Value ($000) $101 Shares 2,784 Est. Cost $39.29 Unrealized -11.9%
Constellium N.V. 0.1%
Value ($000) $100 Shares 10,000 Est. Cost $8.00 Unrealized
CRM Salesforce.Com Inc (Crm) 0.0%
Value ($000) $95 Shares 625 Est. Cost $154.83 Unrealized 0.0%
ECL Ecolab Inc 0.0%
Value ($000) $94 Shares 474 Est. Cost $138.39 Unrealized +25.2%
MKL Markel Corporation 0.0%
Value ($000) $93 Shares 85 Est. Cost $1129.38 Unrealized -7.2%
VYM Vanguard High Dividend Yield Index ETF 0.0%
Value ($000) $90 Shares 1,026 Est. Cost $86.06 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $88 Shares 3,141 Est. Cost $13.84 Unrealized +52.2%
IJR iShares Core S&P Small-Cap ETF 0.0%
Value ($000) $87 Shares 1,112 Est. Cost $77.28 Unrealized
Arconic Inc 0.0%
Value ($000) $87 Shares 3,370 Est. Cost $23.15 Unrealized
EFG iShares MSCI EAFE Growth Index ETF 0.0%
Value ($000) $86 Shares 1,067 Est. Cost $80.60 Unrealized
BA Boeing Co 0.0%
Value ($000) $85 Shares 233 Est. Cost $277.68 Unrealized +28.6%
VCIT Vanguard Intermediate Term Corporate Bond ETF 0.0%
Value ($000) $82 Shares 915 Est. Cost $86.95 Unrealized
DES Wisdomtree US Smallcap Dividend Fund Etf 0.0%
Value ($000) $80 Shares 2,947 Est. Cost $27.15 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $77 Shares 657 Est. Cost $105.78 Unrealized +4.9%
BAC Bank of America Corp 0.0%
Value ($000) $75 Shares 2,572 Est. Cost $23.53 Unrealized +4.1%
First Trust Intermediate Duration Preferred & Income Fund 0.0%
Value ($000) $75 Shares 3,300 Est. Cost $24.24 Unrealized
GDX VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $72 Shares 2,800 Est. Cost $23.21 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $68 Shares 1,011 Est. Cost $54.02 Unrealized -5.9%
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $64 Shares 490 Est. Cost $128.83 Unrealized
Flex Shares Real Assets Allocation Index ETF 0.0%
Value ($000) $62 Shares 2,114 Est. Cost $27.44 Unrealized
MET Metlife Inc 0.0%
Value ($000) $61 Shares 1,225 Est. Cost $39.89 Unrealized -5.8%
Kellogg Company 0.0%
Value ($000) $61 Shares 1,144 Est. Cost $41.12 Unrealized +1.4%
DEO Diageo Plc ADR 0.0%
Value ($000) $60 Shares 347 Est. Cost $113.57 Unrealized
Eaton Vance Tax-managed Diversified Equity Income Fund 0.0%
Value ($000) $60 Shares 5,000 Est. Cost $12.20 Unrealized
ETRADE Financial Corp 0.0%
Value ($000) $59 Shares 1,318 Est. Cost $47.29 Unrealized
NVDA NVIDIA Corp 0.0%
Value ($000) $59 Shares 360 Est. Cost $3.85 Unrealized +6.9%
PSA Public Storage Corp REIT 0.0%
Value ($000) $57 Shares 241 Est. Cost $151.35 Unrealized +14.9%
Enterprise Products Partners LP 0.0%
Value ($000) $51 Shares 1,750 Est. Cost $29.14 Unrealized
Cummins Inc 0.0%
Value ($000) $51 Shares 300 Est. Cost $170.00 Unrealized
ICF iShares Cohen & Steers REIT ETF 0.0%
Value ($000) $50 Shares 442 Est. Cost $105.95 Unrealized
Discover Financial Services 0.0%
Value ($000) $49 Shares 634 Est. Cost $72.56 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $49 Shares 2,335 Est. Cost $20.95 Unrealized -34.8%
MKC McCormick & Company Inc 0.0%
Value ($000) $47 Shares 300 Est. Cost $42.68 Unrealized +58.8%
IVE iShares S&P 500 Value ETF 0.0%
Value ($000) $47 Shares 400 Est. Cost $115.00 Unrealized
SLB Schlumberger Limited 0.0%
Value ($000) $45 Shares 1,129 Est. Cost $48.00 Unrealized -29.9%
WHR Whirlpool Corp 0.0%
Value ($000) $43 Shares 304 Est. Cost $169.43 Unrealized -20.8%
BP BP Plc ADR 0.0%
Value ($000) $42 Shares 1,017 Est. Cost $41.81 Unrealized
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $42 Shares 349 Est. Cost $126.09 Unrealized
Cardinal Health Inc 0.0%
Value ($000) $42 Shares 893 Est. Cost $47.03 Unrealized
BNDX Vanguard Total International Bond Index Fund ETF 0.0%
Value ($000) $40 Shares 725 Est. Cost $54.74 Unrealized
NFG National Fuel Gas Co 0.0%
Value ($000) $39 Shares 745 Est. Cost $57.20 Unrealized -0.5%
PSX Phillips 66 Corp 0.0%
Value ($000) $39 Shares 416 Est. Cost $69.77 Unrealized -1.8%
PFG Principal Financial Group Inc 0.0%
Value ($000) $38 Shares 648 Est. Cost $40.11 Unrealized +6.2%
C Citigroup Inc 0.0%
Value ($000) $38 Shares 546 Est. Cost $50.55 Unrealized +4.6%
QCOM Qualcomm Inc 0.0%
Value ($000) $35 Shares 456 Est. Cost $44.56 Unrealized +40.7%
TD Toronto-Dominion Bank Corp 0.0%
Value ($000) $35 Shares 600 Est. Cost $57.13 Unrealized -1.5%
BMO Bank of Montreal Que 0.0%
Value ($000) $34 Shares 450 Est. Cost $55.98 Unrealized +2.9%
TRV Travelers Companies Inc 0.0%
Value ($000) $33 Shares 222 Est. Cost $110.50 Unrealized +13.1%
TXN Texas Instruments Inc 0.0%
Value ($000) $32 Shares 279 Est. Cost $84.87 Unrealized +9.3%
DTH Wisdomtree Global Ex-US Quality Div Growth ETF 0.0%
Value ($000) $32 Shares 787 Est. Cost $43.96 Unrealized
SPLV Invesco S&P 500 Low Volatility ETF 0.0%
Value ($000) $32 Shares 574 Est. Cost $47.04 Unrealized
MDY SPDR Midcap 400 ETF 0.0%
Value ($000) $29 Shares 81 Est. Cost $344.09 Unrealized
VPU Vanguard Utilities ETF 0.0%
Value ($000) $27 Shares 200 Est. Cost $115.00 Unrealized
Sirius XM Holdings Inc 0.0%
Value ($000) $27 Shares 4,750 Est. Cost $5.68 Unrealized
AA Alcoa Corporation 0.0%
Value ($000) $26 Shares 1,123 Est. Cost $46.48 Unrealized -48.8%
SYK Stryker Corp 0.0%
Value ($000) $26 Shares 127 Est. Cost $167.09 Unrealized +6.4%
JCI Johnson Controls International PLC 0.0%
Value ($000) $26 Shares 620 Est. Cost $32.46 Unrealized +2.8%
KR Kroger Company 0.0%
Value ($000) $26 Shares 1,200 Est. Cost $26.38 Unrealized -20.1%
FBIN Fortune Brands Home & Security Inc 0.0%
Value ($000) $26 Shares 458 Est. Cost $42.41 Unrealized -5.2%
HSBC HSBC Holdings Plc ADR 0.0%
Value ($000) $25 Shares 609 Est. Cost $50.90 Unrealized
RSG Republic Services Inc 0.0%
Value ($000) $25 Shares 294 Est. Cost $40.82 Unrealized +84.9%
IAT iShares US Regional Banks ETF 0.0%
Value ($000) $25 Shares 540 Est. Cost $42.59 Unrealized
QQQ Invesco QQQ Trust ETF 0.0%
Value ($000) $24 Shares 130 Est. Cost $181.82 Unrealized
AMT American Tower Corp 0.0%
Value ($000) $24 Shares 119 Est. Cost $146.03 Unrealized +15.2%
BDX Becton Dickinson & Co 0.0%
Value ($000) $23 Shares 90 Est. Cost $212.74 Unrealized -1.4%
FCPT Four Corners Property Trust 0.0%
Value ($000) $22 Shares 798 Est. Cost $25.66 Unrealized
TGT Target Co 0.0%
Value ($000) $22 Shares 259 Est. Cost $60.69 Unrealized +11.6%
Apergy Corp 0.0%
Value ($000) $22 Shares 650 Est. Cost $41.54 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $22 Shares 132 Est. Cost $149.48 Unrealized +12.5%
ORI Old Republic International Corp 0.0%
Value ($000) $22 Shares 970 Est. Cost $10.53 Unrealized +19.6%
DNP Select Income Fund 0.0%
Value ($000) $22 Shares 1,860 Est. Cost $11.26 Unrealized
CHRW CH Robinson Worldwide 0.0%
Value ($000) $21 Shares 250 Est. Cost $67.35 Unrealized +6.4%
ADI Analog Devices Inc. 0.0%
Value ($000) $21 Shares 190 Est. Cost $88.44 Unrealized +8.5%
Westrock Company 0.0%
Value ($000) $21 Shares 570 Est. Cost $42.57 Unrealized
WAB Wabtec 0.0%
Value ($000) $20 Shares 283 Est. Cost $69.17 Unrealized -1.5%
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $20 Shares 101 Est. Cost $193.00 Unrealized
YUM Yum! Brands Inc 0.0%
Value ($000) $20 Shares 182 Est. Cost $76.64 Unrealized +19.9%
DHR Danaher Corp 0.0%
Value ($000) $20 Shares 140 Est. Cost $99.39 Unrealized +15.7%
BRO Brown & Inc 0.0%
Value ($000) $18 Shares 545 Est. Cost $27.17 Unrealized +11.3%
MCK McKesson Corp 0.0%
Value ($000) $18 Shares 134 Est. Cost $134.23 Unrealized -11.5%
VCR Vanguard Consumer Discretionary ETF 0.0%
Value ($000) $18 Shares 100 Est. Cost $160.00 Unrealized
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $17 Shares 92 Est. Cost $179.35 Unrealized
BND Vanguard Total Bond Market Index ETF 0.0%
Value ($000) $17 Shares 210 Est. Cost $82.11 Unrealized
VRSK Verisk Analytics 0.0%
Value ($000) $16 Shares 109 Est. Cost $116.34 Unrealized +16.1%
HEZU iShares Currency Hedged MSCI Eurozone ETF 0.0%
Value ($000) $15 Shares 485 Est. Cost $28.87 Unrealized
Maxim Integrated Products 0.0%
Value ($000) $15 Shares 250 Est. Cost $52.00 Unrealized
BABA Alibaba Group Holding Ltd ADR 0.0%
Value ($000) $13 Shares 75 Est. Cost $181.16 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $13 Shares 125 Est. Cost $104.00 Unrealized
HOG Harley-Davidson Inc 0.0%
Value ($000) $12 Shares 330 Est. Cost $48.62 Unrealized -25.2%
NOC Northrop Grumman Corp 0.0%
Value ($000) $12 Shares 38 Est. Cost $243.65 Unrealized +9.7%
ADBE Adobe Inc 0.0%
Value ($000) $12 Shares 40 Est. Cost $252.10 Unrealized +10.2%
PYPL Paypal Holdings 0.0%
Value ($000) $11 Shares 96 Est. Cost $94.45 Unrealized +17.1%
Suntrust Banks Inc 0.0%
Value ($000) $11 Shares 180 Est. Cost $61.11 Unrealized
VDC Vanguard Consumer Staples Index ETF 0.0%
Value ($000) $11 Shares 77 Est. Cost $146.15 Unrealized
MCHP Microchip Technology 0.0%
Value ($000) $11 Shares 126 Est. Cost $36.42 Unrealized +7.6%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $11 Shares 166 Est. Cost $29.75 Unrealized +100.1%
HAL Halliburton Co 0.0%
Value ($000) $11 Shares 477 Est. Cost $32.66 Unrealized -30.5%
F Ford Motor Company 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $7.10 Unrealized 0.0%
Canopy Growth Corp 0.0%
Value ($000) $10 Shares 250 Est. Cost $40.00 Unrealized
OSK Oshkosh Corp 0.0%
Value ($000) $9 Shares 103 Est. Cost $65.97 Unrealized +6.9%
SGI Tempur Sealy International Inc 0.0%
Value ($000) $9 Shares 117 Est. Cost $13.52 Unrealized +19.3%
HYG iShares iBoxx $ High Yield Corporate Bond ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $87.50 Unrealized
EXC Exelon Corporation 0.0%
Value ($000) $9 Shares 192 Est. Cost $21.66 Unrealized +28.9%
INTU Intuit Inc 0.0%
Value ($000) $9 Shares 34 Est. Cost $221.02 Unrealized +10.2%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $8 Shares 40 Est. Cost $205.15 Unrealized -17.6%
GLD SPDR Gold Trust 0.0%
Value ($000) $8 Shares 60 Est. Cost $116.67 Unrealized
VCSH Vanguard Short-Term Corporate Bond ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $78.26 Unrealized
ADM Archer Daniels Midland Co 0.0%
Value ($000) $8 Shares 207 Est. Cost $32.11 Unrealized +6.2%
WPC W P Carey Inc. 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
IGF iShares S&P Global Infrastructure Index ETF 0.0%
Value ($000) $8 Shares 173 Est. Cost $46.24 Unrealized
RGR Sturm Ruger & Company 0.0%
Value ($000) $8 Shares 148 Est. Cost $54.54 Unrealized -2.5%
Western Asset Corporate Loan Fund 0.0%
Value ($000) $7 Shares 685 Est. Cost $8.92 Unrealized
PBA Pembina Pipeline 0.0%
Value ($000) $7 Shares 175 Est. Cost $24.14 Unrealized +4.1%
BUD Anheuser Busch Inbev Nv ADR 0.0%
Value ($000) $7 Shares 74 Est. Cost $114.11 Unrealized
Allergan PLC 0.0%
Value ($000) $7 Shares 40 Est. Cost $150.00 Unrealized
EWJ iShares MSCI Japan ETF 0.0%
Value ($000) $7 Shares 127 Est. Cost $55.12 Unrealized
AGG iShares Trust Core US Aggregate ETF 0.0%
Value ($000) $7 Shares 64 Est. Cost $110.62 Unrealized
CME CME Group Inc. 0.0%
Value ($000) $7 Shares 36 Est. Cost $144.47 Unrealized 0.0%
SPDW SPDR Portfolio Developed World Ex-US ETF 0.0%
Value ($000) $7 Shares 238 Est. Cost $29.41 Unrealized
DG Dollar General Corporation 0.0%
Value ($000) $7 Shares 50 Est. Cost $106.27 Unrealized +8.9%
PLD Prologis Inc Reit 0.0%
Value ($000) $6 Shares 72 Est. Cost $56.37 Unrealized +12.4%
RHP Ryman Hospitality Properties 0.0%
Value ($000) $5 Shares 60 Est. Cost $81.40 Unrealized
RMR RMR Group Inc. 0.0%
Value ($000) $5 Shares 100 Est. Cost $35.98 Unrealized -17.8%
IRWD Ironwood Pharmaceuticals Inc 0.0%
Value ($000) $5 Shares 450 Est. Cost $14.80 Unrealized -24.3%
ILCG iShares Morningstar Large-Cap Growth ETF 0.0%
Value ($000) $5 Shares 25 Est. Cost $200.00 Unrealized
STWD Starwood Property Trust REIT 0.0%
Value ($000) $5 Shares 222 Est. Cost $22.52 Unrealized
Cerner Corp 0.0%
Value ($000) $5 Shares 73 Est. Cost $55.56 Unrealized
TIP iShares TIPS Bond ETF 0.0%
Value ($000) $4 Shares 34 Est. Cost $113.92 Unrealized
BBY Best Buy 0.0%
Value ($000) $4 Shares 52 Est. Cost $47.73 Unrealized +12.8%
VDE Vanguard Energy Index ETF 0.0%
Value ($000) $4 Shares 44 Est. Cost $68.18 Unrealized
SCHW Schwab Charles Corp 0.0%
Value ($000) $4 Shares 107 Est. Cost $40.95 Unrealized -3.1%
REGN Regeneron Pharmaceuticals 0.0%
Value ($000) $4 Shares 13 Est. Cost $409.51 Unrealized -19.2%
DXC DXC Technology Co 0.0%
Value ($000) $4 Shares 65 Est. Cost $61.50 Unrealized -9.2%
HCA HCA Holdings, Inc. 0.0%
Value ($000) $3 Shares 23 Est. Cost $126.47 Unrealized -5.6%
FDX Fedex Corporation 0.0%
Value ($000) $3 Shares 21 Est. Cost $155.84 Unrealized -0.6%
MOS Mosaic Company 0.0%
Value ($000) $3 Shares 133 Est. Cost $26.59 Unrealized -18.9%
BT Group Plc ADR 0.0%
Value ($000) $3 Shares 258 Est. Cost $14.04 Unrealized
SU Suncor Energy Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $24.80 Unrealized -0.8%
Unilever Nv ADR 0.0%
Value ($000) $3 Shares 50 Est. Cost $56.34 Unrealized
AMP Ameriprise Financial Inc 0.0%
Value ($000) $3 Shares 23 Est. Cost $129.53 Unrealized -0.9%
ACHC Acadia Healthcare Company 0.0%
Value ($000) $2 Shares 57 Est. Cost $28.33 Unrealized +14.1%
Nielsen Holdings PLC 0.0%
Value ($000) $2 Shares 83 Est. Cost $24.10 Unrealized
XLV Health Care Select Sector SPDR ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $77.92 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $2 Shares 37 Est. Cost $54.05 Unrealized
FRCB First Republic Bank 0.0%
Value ($000) $1 Shares 15 Est. Cost $95.86 Unrealized +2.5%
BOKF BOK Financial Corp 0.0%
Value ($000) $1 Shares 19 Est. Cost $70.07 Unrealized -2.9%
Therapeutics Inc 0.0%
Value ($000) $1 Shares 45 Est. Cost $22.22 Unrealized
L Brands Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $62.50 Unrealized