Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 9, 2017

Total Value ($000): $259,409 (100.0% shares, 0.0% debt)

Holdings (329)

VEA VANGUARD FTSE DEVELOPED MARKETS ETF 13.0%
Value ($000) $33,714 Shares 816,125 Est. Cost $39.29 Unrealized
VWO VANGUARD INTL EQUITY INDEX FMSCI EMR MKT ETF 7.0%
Value ($000) $18,058 Shares 442,380 Est. Cost $39.72 Unrealized
TIP ISHARES TR INDEX BARCLYS TIPS BD 3.4%
Value ($000) $8,808 Shares 77,647 Est. Cost $114.65 Unrealized
AAPL APPLE INC COM 3.2%
Value ($000) $8,328 Shares 57,828 Est. Cost $30.44 Unrealized +12.7%
SCZ ISHARES TR MSCI SMALL CAP 2.9%
Value ($000) $7,493 Shares 129,535 Est. Cost $54.13 Unrealized
KO COCA COLA CO COM 2.6%
Value ($000) $6,641 Shares 148,105 Est. Cost $31.52 Unrealized +6.8%
MSFT MICROSOFT CORP COM 2.5%
Value ($000) $6,554 Shares 95,082 Est. Cost $57.84 Unrealized +7.7%
GOOG ALPHABET INC CAP STK CL C 1.9%
Value ($000) $4,990 Shares 5,491 Est. Cost $40.71 Unrealized +11.6%
JNJ JOHNSON & JOHNSON COM 1.9%
Value ($000) $4,855 Shares 36,701 Est. Cost $93.39 Unrealized +7.5%
VNQ VANGUARD INDEX FDS REIT ETF 1.8%
Value ($000) $4,667 Shares 56,083 Est. Cost $82.59 Unrealized
XOM EXXON MOBIL CORP COM 1.6%
Value ($000) $4,054 Shares 50,223 Est. Cost $56.11 Unrealized -1.1%
ABBV ABBVIE INC COM 1.5%
Value ($000) $3,932 Shares 54,219 Est. Cost $43.48 Unrealized +8.0%
IEMG ISHARES INC CORE MSCI EMKT 1.5%
Value ($000) $3,876 Shares 77,473 Est. Cost $47.78 Unrealized
PG PROCTER AND GAMBLE CO COM 1.5%
Value ($000) $3,871 Shares 44,417 Est. Cost $70.03 Unrealized +0.2%
QCOM QUALCOMM INC COM 1.5%
Value ($000) $3,869 Shares 70,052 Est. Cost $45.51 Unrealized -2.8%
JPM JPMORGAN CHASE & CO COM 1.5%
Value ($000) $3,844 Shares 42,058 Est. Cost $69.68 Unrealized -1.6%
MCD MCDONALDS CORP COM 1.5%
Value ($000) $3,785 Shares 24,713 Est. Cost $101.70 Unrealized +15.9%
VPU VANGUARD WORLD FDS UTILITIES ETF 1.4%
Value ($000) $3,711 Shares 32,480 Est. Cost $112.65 Unrealized
GILD GILEAD SCIENCES INC COM 1.4%
Value ($000) $3,655 Shares 51,630 Est. Cost $50.66 Unrealized -4.6%
IBM INTERNATIONAL BUSINESS MACHSCOM 1.4%
Value ($000) $3,638 Shares 23,648 Est. Cost $114.39 Unrealized -9.3%
VAW VANGUARD WORLD FDS MATERIALS ETF 1.4%
Value ($000) $3,554 Shares 29,222 Est. Cost $118.92 Unrealized
VNQI VANGUARD GLOBAL EX-U S REAL ESTATE ETF 1.4%
Value ($000) $3,533 Shares 62,802 Est. Cost $53.24 Unrealized
WFC WELLS FARGO CO NEW COM 1.3%
Value ($000) $3,439 Shares 62,069 Est. Cost $44.36 Unrealized -4.9%
PAYC PAYCOM SOFTWARE INC COM 1.3%
Value ($000) $3,420 Shares 50,000 Est. Cost $50.84 Unrealized +24.0%
ITW ILLINOIS TOOL WKS INC COM 1.3%
Value ($000) $3,250 Shares 22,686 Est. Cost $104.58 Unrealized +8.4%
DIS DISNEY WALT CO COM 1.2%
Value ($000) $3,111 Shares 29,280 Est. Cost $103.01 Unrealized -0.5%
PFE PFIZER INC COM 1.1%
Value ($000) $2,905 Shares 86,480 Est. Cost $21.41 Unrealized +0.9%
HD HOME DEPOT INC COM 1.1%
Value ($000) $2,857 Shares 18,626 Est. Cost $114.69 Unrealized +8.5%
VOX VANGUARD WORLD FDS TELCOMM ETF 1.1%
Value ($000) $2,770 Shares 30,168 Est. Cost $94.86 Unrealized
MET METLIFE INC COM 1.1%
Value ($000) $2,752 Shares 50,104 Est. Cost $35.32 Unrealized -2.0%
DHR DANAHER CORP DEL COM 1.0%
Value ($000) $2,670 Shares 31,648 Est. Cost $71.26 Unrealized +0.7%
GM GENERAL MTRS CO COM 1.0%
Value ($000) $2,669 Shares 76,410 Est. Cost $30.95 Unrealized -6.2%
GENERAL ELEC CO COM 1.0%
Value ($000) $2,596 Shares 96,156 Est. Cost $29.79 Unrealized
COACH INC COM 1.0%
Value ($000) $2,554 Shares 53,937 Est. Cost $41.32 Unrealized
WMT WAL-MART STORES INC COM 1.0%
Value ($000) $2,518 Shares 33,275 Est. Cost $20.07 Unrealized +9.7%
IEFA ISHARES TR CORE MSCI EAFE 0.9%
Value ($000) $2,341 Shares 38,437 Est. Cost $58.02 Unrealized
BB&T CORP COM 0.9%
Value ($000) $2,302 Shares 50,709 Est. Cost $44.70 Unrealized
CVS CVS HEALTH CORP USD 0.01 COM 0.9%
Value ($000) $2,261 Shares 28,105 Est. Cost $60.59 Unrealized -0.4%
PEP PEPSICO INC COM 0.8%
Value ($000) $2,196 Shares 19,011 Est. Cost $81.92 Unrealized +7.6%
ICE INTERCONTINENTAL EXCHANGE INCOM 0.8%
Value ($000) $2,126 Shares 32,251 Est. Cost $52.22 Unrealized +5.2%
CVX CHEVRON CORP NEW COM 0.8%
Value ($000) $2,085 Shares 19,985 Est. Cost $76.37 Unrealized -4.1%
EXPRESS SCRIPTS HLDG CO COM 0.8%
Value ($000) $2,032 Shares 31,830 Est. Cost $65.82 Unrealized
HON HONEYWELL INTL INC COM 0.8%
Value ($000) $2,001 Shares 15,016 Est. Cost $91.92 Unrealized +7.4%
PM PHILIP MORRIS INTL INC COM 0.7%
Value ($000) $1,898 Shares 16,158 Est. Cost $65.59 Unrealized +13.2%
UPS UNITED PARCEL SERVICE INC CL B 0.7%
Value ($000) $1,867 Shares 16,879 Est. Cost $78.36 Unrealized -1.3%
CAT CATERPILLAR INC DEL COM 0.7%
Value ($000) $1,824 Shares 16,979 Est. Cost $77.69 Unrealized +8.2%
PB PROSPERITY BANCSHARES INC COM 0.6%
Value ($000) $1,649 Shares 25,677 Est. Cost $56.04 Unrealized -8.8%
SLB SCHLUMBERGER LTD COM 0.6%
Value ($000) $1,627 Shares 24,710 Est. Cost $63.35 Unrealized -11.9%
ZBH ZIMMER BIOMET HLDGS INC COM 0.6%
Value ($000) $1,611 Shares 12,553 Est. Cost $105.40 Unrealized +4.8%
META FACEBOOK INC CL A 0.6%
Value ($000) $1,540 Shares 10,203 Est. Cost $135.86 Unrealized +8.7%
CCL CARNIVAL CORP PAIRED CTF 0.6%
Value ($000) $1,463 Shares 22,313 Est. Cost $50.33 Unrealized +12.1%
MO ALTRIA GROUP INC COM 0.5%
Value ($000) $1,410 Shares 18,941 Est. Cost $38.62 Unrealized +1.7%
COF CAPITAL ONE FINL CORP COM 0.5%
Value ($000) $1,352 Shares 16,362 Est. Cost $76.27 Unrealized -8.3%
PRU PRUDENTIAL FINANCIAL INC COM 0.5%
Value ($000) $1,336 Shares 12,360 Est. Cost $71.74 Unrealized -0.9%
RHP RYMAN HOSPITALITY PPTYS INC COM 0.5%
Value ($000) $1,308 Shares 20,427 Est. Cost $61.83 Unrealized
EEM ISHARES MSCI EMERGING MARKET INDEX TRUST 0.5%
Value ($000) $1,223 Shares 29,560 Est. Cost $39.54 Unrealized
PSX PHILLIPS 66 COM 0.5%
Value ($000) $1,187 Shares 14,357 Est. Cost $57.27 Unrealized -1.7%
BED BATH & BEYOND INC COM 0.4%
Value ($000) $1,134 Shares 37,302 Est. Cost $38.69 Unrealized
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $877 Shares 19,951 Est. Cost $36.57 Unrealized -3.0%
FISV FISERV INC COM 0.3%
Value ($000) $783 Shares 6,400 Est. Cost $56.13 Unrealized +7.8%
DVN DEVON ENERGY CORP NEW COM 0.3%
Value ($000) $775 Shares 24,257 Est. Cost $31.04 Unrealized -16.7%
STT STATE STREET CORP COM 0.3%
Value ($000) $773 Shares 8,612 Est. Cost $60.93 Unrealized +5.4%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $764 Shares 3 Est. Cost $250864.50 Unrealized -0.5%
LOW LOWES COS INC COM 0.3%
Value ($000) $744 Shares 9,600 Est. Cost $65.00 Unrealized +7.2%
VLO VALERO ENERGY CORP NEW COM 0.3%
Value ($000) $712 Shares 10,566 Est. Cost $47.00 Unrealized -2.1%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $711 Shares 5,075 Est. Cost $25.20 Unrealized +9.3%
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $708 Shares 3,190 Est. Cost $196.92 Unrealized -6.3%
BOKF BOK FINL CORP COM NEW 0.3%
Value ($000) $688 Shares 8,182 Est. Cost $65.22 Unrealized +0.6%
CBS CORP NEW CL B 0.2%
Value ($000) $633 Shares 9,923 Est. Cost $69.33 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $632 Shares 3,731 Est. Cost $167.31 Unrealized -0.6%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $619 Shares 7,350 Est. Cost $69.17 Unrealized +1.6%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $587 Shares 3,168 Est. Cost $142.11 Unrealized +7.4%
MMM 3M CO COM 0.2%
Value ($000) $586 Shares 2,815 Est. Cost $114.04 Unrealized +9.3%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $575 Shares 9,650 Est. Cost $47.94 Unrealized +0.2%
PPG PPG INDS INC COM 0.2%
Value ($000) $572 Shares 5,200 Est. Cost $85.88 Unrealized +7.3%
TEVA TEVA PHARMACEUTICAL INDS LTDSPONSORED ADR 0.2%
Value ($000) $514 Shares 15,457 Est. Cost $32.59 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $511 Shares 3,194 Est. Cost $142.87 Unrealized +5.7%
FTV FORTIVE CORP COM 0.2%
Value ($000) $464 Shares 7,320 Est. Cost $34.58 Unrealized +9.9%
VIACOM INC NEW CL B 0.2%
Value ($000) $458 Shares 13,658 Est. Cost $46.64 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.2%
Value ($000) $457 Shares 8,500 Est. Cost $44.03 Unrealized +0.6%
BA BOEING CO COM 0.2%
Value ($000) $436 Shares 2,203 Est. Cost $159.93 Unrealized +9.4%
V VISA INC COM CL A 0.2%
Value ($000) $424 Shares 4,520 Est. Cost $83.11 Unrealized +5.2%
EFA ISHARES EAFE INDEX TRUST 0.2%
Value ($000) $421 Shares 6,448 Est. Cost $64.11 Unrealized
UNITED TECHNOLOGIES CORP COM 0.2%
Value ($000) $419 Shares 3,430 Est. Cost $112.20 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $405 Shares 5,460 Est. Cost $51.04 Unrealized +1.7%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $376 Shares 7,209 Est. Cost $31.73 Unrealized -4.5%
NTRS NORTHERN TR CORP COM 0.1%
Value ($000) $350 Shares 3,600 Est. Cost $67.79 Unrealized +3.9%
TORCHMARK CORP COM 0.1%
Value ($000) $344 Shares 4,500 Est. Cost $77.11 Unrealized
AME AMETEK INC (NEW) COM 0.1%
Value ($000) $342 Shares 5,650 Est. Cost $49.70 Unrealized +11.9%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $327 Shares 352 Est. Cost $41.73 Unrealized +11.2%
UNP UNION PAC CORP COM 0.1%
Value ($000) $326 Shares 2,994 Est. Cost $87.64 Unrealized +2.8%
T AT&T INC COM 0.1%
Value ($000) $308 Shares 8,161 Est. Cost $16.73 Unrealized -4.8%
VMI VALMONT INDUSTRIES INC. COM 0.1%
Value ($000) $299 Shares 2,000 Est. Cost $147.68 Unrealized +1.8%
MRK MERCK & CO INC COM 0.1%
Value ($000) $297 Shares 4,641 Est. Cost $46.06 Unrealized +1.0%
BANF BANCFIRST CORPORATION COM 0.1%
Value ($000) $282 Shares 2,918 Est. Cost $39.10 Unrealized +1.8%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $262 Shares 8,381 Est. Cost $24.73 Unrealized +1.3%
OGE OGE ENERGY CORP COM 0.1%
Value ($000) $250 Shares 7,207 Est. Cost $34.92 Unrealized +0.2%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $247 Shares 3,200 Est. Cost $60.64 Unrealized +4.1%
WY WEYERHAEUSER CO COM 0.1%
Value ($000) $244 Shares 7,305 Est. Cost $23.02 Unrealized +4.4%
AMZN AMAZON.COM INC COM 0.1%
Value ($000) $242 Shares 250 Est. Cost $41.67 Unrealized +14.5%
POWERSHARES ETF TRUST TECH SECT PORT 0.1%
Value ($000) $223 Shares 4,862 Est. Cost $45.87 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $222 Shares 3,010 Est. Cost $55.59 Unrealized +7.3%
EPD ENTERPRISE PRODS PARTNERS L COM 0.1%
Value ($000) $220 Shares 8,120 Est. Cost $27.71 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $217 Shares 997 Est. Cost $165.14 Unrealized +3.5%
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $216 Shares 2,491 Est. Cost $86.04 Unrealized 0.0%
NATIONAL OILWELL VARCO INC COM 0.1%
Value ($000) $216 Shares 6,578 Est. Cost $40.19 Unrealized
BAC BANK AMER CORP COM 0.1%
Value ($000) $213 Shares 8,773 Est. Cost $19.17 Unrealized -0.3%
EGP EASTGROUP PPTY INC COM 0.1%
Value ($000) $210 Shares 2,500 Est. Cost $73.60 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $210 Shares 1,700 Est. Cost $94.37 Unrealized +8.9%
POWERSHARES ETF TRUST DYN LSR & ENT 0.1%
Value ($000) $209 Shares 5,045 Est. Cost $41.43 Unrealized
POWERSHARES ETF TRUST DWA MOMENTUM PTF 0.1%
Value ($000) $205 Shares 4,385 Est. Cost $46.75 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $204 Shares 3,746 Est. Cost $13.50 Unrealized +12.8%
SHY ISHARES BARCLAYS 1-3 YEAR TREASURY INDEX 0.1%
Value ($000) $197 Shares 2,330 Est. Cost $84.55 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $190 Shares 779 Est. Cost $238.55 Unrealized
DU PONT E I DE NEMOURS & CO COM 0.1%
Value ($000) $190 Shares 2,351 Est. Cost $80.29 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $185 Shares 2,500 Est. Cost $57.62 Unrealized +5.2%
RYDEX ETF TRUST GUG S&P SC600 PG 0.1%
Value ($000) $182 Shares 1,765 Est. Cost $103.12 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $182 Shares 3,627 Est. Cost $37.22 Unrealized +7.8%
SYY SYSCO CORP COM 0.1%
Value ($000) $180 Shares 3,586 Est. Cost $42.05 Unrealized +1.4%
IDU ISHARES TR DJ US UTILS 0.1%
Value ($000) $166 Shares 1,279 Est. Cost $129.79 Unrealized
OGS ONE GAS INC COM 0.1%
Value ($000) $162 Shares 2,323 Est. Cost $66.27 Unrealized +5.2%
RYDEX ETF TRUST GUG S&P MC400 PG 0.1%
Value ($000) $162 Shares 1,156 Est. Cost $140.14 Unrealized
BBY BEST BUY INC COM 0.1%
Value ($000) $160 Shares 2,795 Est. Cost $32.53 Unrealized +20.5%
MAGELLAN MIDSTREAM PRTNRS LPCOM UNIT RP LP 0.1%
Value ($000) $146 Shares 2,058 Est. Cost $76.77 Unrealized
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 0.1%
Value ($000) $144 Shares 7,065 Est. Cost $20.38 Unrealized
CONTINENTAL RESOURCES INC COM 0.1%
Value ($000) $142 Shares 4,400 Est. Cost $45.45 Unrealized
VT VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF 0.1%
Value ($000) $141 Shares 2,089 Est. Cost $65.10 Unrealized
GVI ISHARES TR BARCLYS INTER GV 0.1%
Value ($000) $136 Shares 1,225 Est. Cost $110.20 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $135 Shares 1,519 Est. Cost $62.37 Unrealized +8.4%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $132 Shares 1,601 Est. Cost $69.54 Unrealized +2.5%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $132 Shares 1,000 Est. Cost $87.85 Unrealized +17.1%
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $128 Shares 995 Est. Cost $92.96 Unrealized +3.5%
USRT ISHARES CORE U.S. REIT ETF 0.0%
Value ($000) $127 Shares 2,581 Est. Cost $48.82 Unrealized
VTI VANGUARD INDEX TOTAL STOCK MKT ETF 0.0%
Value ($000) $126 Shares 1,013 Est. Cost $121.42 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $122 Shares 2,287 Est. Cost $41.74 Unrealized +17.5%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $117 Shares 2,970 Est. Cost $26.74 Unrealized +34.9%
VUG VANGUARD INDEX FDS GROWTH ETF 0.0%
Value ($000) $115 Shares 909 Est. Cost $126.06 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.0%
Value ($000) $115 Shares 517 Est. Cost $216.84 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $108 Shares 1,388 Est. Cost $66.43 Unrealized +1.6%
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.0%
Value ($000) $106 Shares 335 Est. Cost $316.42 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $106 Shares 2,175 Est. Cost $37.11 Unrealized +4.8%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $101 Shares 5,242 Est. Cost $12.59 Unrealized -1.0%
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $100 Shares 1,797 Est. Cost $39.93 Unrealized -0.1%
ENABLE MIDSTREAM PARTNERS LPCOM UNIT RP IN 0.0%
Value ($000) $96 Shares 6,000 Est. Cost $16.67 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $95 Shares 1,600 Est. Cost $49.27 Unrealized -2.1%
EMN EASTMAN CHEMICAL CO COM 0.0%
Value ($000) $93 Shares 1,112 Est. Cost $58.49 Unrealized +3.1%
ONEOK PARTNERS LP UNIT LTD PARTN 0.0%
Value ($000) $92 Shares 1,800 Est. Cost $53.89 Unrealized
IWM ISHARES TR RUSSELL 2000 0.0%
Value ($000) $88 Shares 626 Est. Cost $140.58 Unrealized
WALGREENS BOOTS ALLIANCE INCCOM 0.0%
Value ($000) $88 Shares 1,125 Est. Cost $82.43 Unrealized
WESTERN GAS PARTNERS LP COM UNIT LP IN 0.0%
Value ($000) $84 Shares 1,500 Est. Cost $60.67 Unrealized
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 0.0%
Value ($000) $84 Shares 2,093 Est. Cost $40.56 Unrealized
VZ VERIZON COMMUNICATIONS COM 0.0%
Value ($000) $82 Shares 1,849 Est. Cost $30.71 Unrealized -3.8%
SONIC CORP COM 0.0%
Value ($000) $82 Shares 3,087 Est. Cost $25.27 Unrealized
CRANE CO COM 0.0%
Value ($000) $79 Shares 1,000 Est. Cost $75.00 Unrealized
GNR SPDR INDEX SHS FDS GLB NAT RESRCE 0.0%
Value ($000) $77 Shares 1,860 Est. Cost $41.40 Unrealized
IYH ISHARES DOW JONES HEALTHCARE INDEX TRUST 0.0%
Value ($000) $75 Shares 450 Est. Cost $156.36 Unrealized
POWERSHARES ETF TR II PWRSHS SP500 LOW 0.0%
Value ($000) $73 Shares 1,818 Est. Cost $40.15 Unrealized
GLD SPDR GOLD TRUST GOLD SHS 0.0%
Value ($000) $73 Shares 620 Est. Cost $117.74 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $72 Shares 2,390 Est. Cost $20.97 Unrealized +8.6%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $72 Shares 281 Est. Cost $205.77 Unrealized +5.7%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $71 Shares 909 Est. Cost $59.00 Unrealized +8.4%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $70 Shares 975 Est. Cost $34.01 Unrealized -1.8%
VGT VANGUARD WORLD FDS INF TECH ETF 0.0%
Value ($000) $68 Shares 485 Est. Cost $135.05 Unrealized
ALLERGAN PLC SHS 0.0%
Value ($000) $65 Shares 267 Est. Cost $239.70 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $65 Shares 400 Est. Cost $117.25 Unrealized +5.6%
ALLEGHANY CORP DEL COM 0.0%
Value ($000) $64 Shares 108 Est. Cost $611.11 Unrealized
WMB WILLIAMS COS INC DEL COM 0.0%
Value ($000) $61 Shares 2,000 Est. Cost $18.66 Unrealized 0.0%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $61 Shares 350 Est. Cost $171.20 Unrealized
PAA PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 0.0%
Value ($000) $60 Shares 2,300 Est. Cost $29.51 Unrealized
OXY OCCIDENTAL PETE CORP DEL COM 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $52.10 Unrealized -6.9%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $60 Shares 248 Est. Cost $234.48 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $59 Shares 800 Est. Cost $15.90 Unrealized +5.7%
CELGENE CORP COM 0.0%
Value ($000) $59 Shares 451 Est. Cost $125.20 Unrealized
SEAGATE TECHNOLOGY PLC SHS 0.0%
Value ($000) $58 Shares 1,500 Est. Cost $46.00 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $57 Shares 800 Est. Cost $20.15 Unrealized -0.5%
GRAN TIERRA ENERGY INC COM 0.0%
Value ($000) $56 Shares 24,999 Est. Cost $2.64 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $56 Shares 800 Est. Cost $76.86 Unrealized +0.4%
COHEN & STEERS INFRASTRUCTURCOM 0.0%
Value ($000) $53 Shares 2,246 Est. Cost $21.37 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIOCL A 0.0%
Value ($000) $53 Shares 800 Est. Cost $50.97 Unrealized +10.6%
CHD CHURCH & DWIGHT INC COM 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $45.79 Unrealized 0.0%
INVESCO ADVANTAGE MUNICIPAL SH BEN INT 0.0%
Value ($000) $51 Shares 4,424 Est. Cost $11.30 Unrealized
SLV ISHARES SILVER TRUST ISHARES 0.0%
Value ($000) $50 Shares 3,200 Est. Cost $17.19 Unrealized
DELL TECHNOLOGIES INC COM CL V 0.0%
Value ($000) $50 Shares 831 Est. Cost $64.22 Unrealized
VSS VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF 0.0%
Value ($000) $48 Shares 440 Est. Cost $102.27 Unrealized
VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 0.0%
Value ($000) $47 Shares 600 Est. Cost $78.33 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $47 Shares 275 Est. Cost $127.19 Unrealized -1.4%
VCR VANGUARD WORLD FDS CONSUM DIS ETF 0.0%
Value ($000) $47 Shares 333 Est. Cost $138.14 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $47 Shares 112 Est. Cost $383.93 Unrealized
VIG VANGUARD SPECIALIZED PORTFOLDIV APP ETF 0.0%
Value ($000) $46 Shares 500 Est. Cost $92.00 Unrealized
DCI DONALDSON INC COM 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $37.57 Unrealized +6.7%
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 0.0%
Value ($000) $45 Shares 2,500 Est. Cost $18.40 Unrealized
NUVEEN AMT FREE QLTY MUN INCCOM 0.0%
Value ($000) $44 Shares 3,229 Est. Cost $13.32 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $42 Shares 150 Est. Cost $218.34 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $41 Shares 700 Est. Cost $46.79 Unrealized +7.3%
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $41 Shares 6,000 Est. Cost $7.17 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $40 Shares 771 Est. Cost $47.75 Unrealized -10.8%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $39 Shares 910 Est. Cost $42.27 Unrealized
NEOG NEOGEN CORP COM 0.0%
Value ($000) $39 Shares 562 Est. Cost $24.49 Unrealized -2.2%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $38 Shares 500 Est. Cost $27.93 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $37 Shares 500 Est. Cost $74.00 Unrealized
NGL NGL ENERGY PARTNERS LP COM UNIT REPST 0.0%
Value ($000) $37 Shares 2,635 Est. Cost $22.77 Unrealized
VFH VANGUARD WORLD FDS FINANCIALS ETF 0.0%
Value ($000) $37 Shares 595 Est. Cost $60.50 Unrealized
GWW WW GRAINGER INC COM 0.0%
Value ($000) $36 Shares 200 Est. Cost $215.43 Unrealized -22.9%
SCHW SCHWAB CHARLES CORP NEW COM 0.0%
Value ($000) $34 Shares 800 Est. Cost $36.81 Unrealized -2.9%
INTC INTEL CORP COM 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $29.68 Unrealized -0.4%
NOBLE ENERGY INC COM 0.0%
Value ($000) $34 Shares 1,200 Est. Cost $34.17 Unrealized
AGG ISHARES CORE TOTAL U.S. BOND MARKET ETF 0.0%
Value ($000) $34 Shares 315 Est. Cost $107.94 Unrealized
RAYTHEON CO COM NEW 0.0%
Value ($000) $32 Shares 200 Est. Cost $155.00 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $32 Shares 700 Est. Cost $35.30 Unrealized 0.0%
ALLIANCE HOLDINGS GP LP COM UNITS LP 0.0%
Value ($000) $31 Shares 1,300 Est. Cost $27.69 Unrealized
ENLINK MIDSTREAM PARTNERS LPCOM UNIT REP LTD 0.0%
Value ($000) $31 Shares 1,815 Est. Cost $18.18 Unrealized
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $31 Shares 2,800 Est. Cost $7.78 Unrealized -8.9%
SUN SUNOCO LP COM U REP LP 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $24.00 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $31 Shares 900 Est. Cost $34.32 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $29 Shares 352 Est. Cost $55.30 Unrealized +6.9%
DR PEPPER SNAPPLE GROUP INC COM 0.0%
Value ($000) $29 Shares 318 Est. Cost $92.32 Unrealized
DOW CHEM CO COM 0.0%
Value ($000) $28 Shares 450 Est. Cost $64.44 Unrealized
GEL GENESIS ENERGY L P UNIT LTD PARTN 0.0%
Value ($000) $28 Shares 870 Est. Cost $32.18 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $27 Shares 200 Est. Cost $105.34 Unrealized 0.0%
PRAXAIR INC COM 0.0%
Value ($000) $27 Shares 201 Est. Cost $119.40 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.0%
Value ($000) $26 Shares 243 Est. Cost $102.88 Unrealized
MONSANTO CO (NEW) COM 0.0%
Value ($000) $24 Shares 203 Est. Cost $113.30 Unrealized
HUBB HUBBELL INC COM 0.0%
Value ($000) $23 Shares 200 Est. Cost $99.81 Unrealized -3.0%
FDL FIRST TR MORNINGSTAR DIV LEASHS 0.0%
Value ($000) $20 Shares 707 Est. Cost $28.29 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRACOM 0.0%
Value ($000) $20 Shares 150 Est. Cost $98.23 Unrealized +10.9%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $19 Shares 225 Est. Cost $60.74 Unrealized 0.0%
ARLP ALLIANCE RES PARTNER L P UT LTD PART 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $22.00 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $18 Shares 300 Est. Cost $44.32 Unrealized +5.8%
INGERSOLL-RAND PLC SHS 0.0%
Value ($000) $18 Shares 200 Est. Cost $80.00 Unrealized
AGRIUM INC COM 0.0%
Value ($000) $18 Shares 200 Est. Cost $95.00 Unrealized
SMG SCOTTS MIRACLE GRO CO CL A 0.0%
Value ($000) $18 Shares 200 Est. Cost $67.19 Unrealized 0.0%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $18 Shares 430 Est. Cost $44.69 Unrealized -13.5%
SO SOUTHERN CO COM 0.0%
Value ($000) $18 Shares 375 Est. Cost $34.16 Unrealized +2.7%
SDY SPDR SERIES TRUST S&P DIVID ETF 0.0%
Value ($000) $18 Shares 200 Est. Cost $90.00 Unrealized
AN AUTONATION INC COM 0.0%
Value ($000) $16 Shares 368 Est. Cost $47.79 Unrealized -14.8%
CMCSA COMCAST CORP NEW CLASS A 0.0%
Value ($000) $16 Shares 408 Est. Cost $29.92 Unrealized +6.7%
CC CHEMOURS CO COM 0.0%
Value ($000) $16 Shares 398 Est. Cost $22.02 Unrealized +31.2%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $62.53 Unrealized 0.0%
VDE VANGUARD WORLD FDS ENERGY ETF 0.0%
Value ($000) $15 Shares 175 Est. Cost $97.14 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CCOM 0.0%
Value ($000) $15 Shares 875 Est. Cost $10.36 Unrealized +3.6%
HPQ HP INC COM 0.0%
Value ($000) $15 Shares 875 Est. Cost $12.25 Unrealized +12.9%
IP INTL PAPER CO COM 0.0%
Value ($000) $14 Shares 250 Est. Cost $34.75 Unrealized 0.0%
COHEN & STEERS TOTAL RETURN COM 0.0%
Value ($000) $14 Shares 1,116 Est. Cost $12.54 Unrealized
EBAY EBAY INC COM 0.0%
Value ($000) $14 Shares 401 Est. Cost $28.94 Unrealized +5.2%
PANHANDLE ROYALTY CO COM 0.0%
Value ($000) $14 Shares 600 Est. Cost $20.00 Unrealized
NEUBERGER BERMAN INTER MUNI COM 0.0%
Value ($000) $14 Shares 896 Est. Cost $14.51 Unrealized
IWS ISHARES TR RUSSELL MCP VL 0.0%
Value ($000) $13 Shares 160 Est. Cost $81.25 Unrealized
DVA DAVITA INC COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $66.21 Unrealized -0.0%
VTV VANGUARD INDEX FDS VALUE ETF 0.0%
Value ($000) $13 Shares 136 Est. Cost $95.79 Unrealized
VIS VANGUARD WORLD FDS INDUSTRIAL ETF 0.0%
Value ($000) $13 Shares 100 Est. Cost $125.00 Unrealized
BUCKEYE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $13 Shares 200 Est. Cost $70.00 Unrealized
WEN WENDYS CO COM 0.0%
Value ($000) $13 Shares 850 Est. Cost $13.64 Unrealized +11.0%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $12 Shares 63 Est. Cost $170.49 Unrealized -3.5%
TM TOYOTA MOTOR CORP ADR 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.00 Unrealized
BLACKSTONE GROUP L P COM UNIT LTD 0.0%
Value ($000) $11 Shares 340 Est. Cost $29.41 Unrealized
IWF ISHARES TR RUSSELL1000GRW 0.0%
Value ($000) $11 Shares 91 Est. Cost $109.89 Unrealized
OWENS ILL INC COM NEW 0.0%
Value ($000) $10 Shares 400 Est. Cost $20.00 Unrealized
WOR WORTHINGTON INDS INC COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $30.09 Unrealized -10.8%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $50.63 Unrealized -11.9%
RWX SPDR INDEX SHS FDS DJ INTL RL ETF 0.0%
Value ($000) $9 Shares 245 Est. Cost $37.17 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $79.82 Unrealized -6.0%
CRESTWOOD EQUITY PARTNERS LPUNIT LTD PARTNER 0.0%
Value ($000) $8 Shares 329 Est. Cost $27.36 Unrealized
FLEX FLEX LTD ORD 0.0%
Value ($000) $8 Shares 500 Est. Cost $11.98 Unrealized +3.4%
SJM JM SMUCKER CO COM 0.0%
Value ($000) $8 Shares 70 Est. Cost $102.94 Unrealized -6.5%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $8 Shares 151 Est. Cost $37.82 Unrealized +4.5%
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $8 Shares 150 Est. Cost $53.33 Unrealized
FCX FREEPORT-MCMORAN INC COM 0.0%
Value ($000) $7 Shares 600 Est. Cost $13.03 Unrealized -15.5%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $6 Shares 46 Est. Cost $88.04 Unrealized +36.7%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $6 Shares 93 Est. Cost $48.27 Unrealized +8.4%
JUNO THERAPEUTICS INC COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $20.00 Unrealized
GSM FERROGLOBE PLC SHS 0.0%
Value ($000) $6 Shares 500 Est. Cost $10.13 Unrealized -3.8%
ALLE ALLEGION PUB LTD CO ORD SHS 0.0%
Value ($000) $5 Shares 66 Est. Cost $63.57 Unrealized +11.1%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $5 Shares 163 Est. Cost $30.67 Unrealized
TOTAL S.A. SPONSORED ADR 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
SYK STRYKER CORP COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $124.78 Unrealized 0.0%
E ENI S P A SPONSORED ADR 0.0%
Value ($000) $5 Shares 171 Est. Cost $35.09 Unrealized
POTASH CORP SASK INC COM 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.67 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $69.77 Unrealized 0.0%
SPH SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 0.0%
Value ($000) $4 Shares 162 Est. Cost $24.69 Unrealized
VECO VEECO INSTRS INC DEL COM 0.0%
Value ($000) $4 Shares 133 Est. Cost $30.73 Unrealized 0.0%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $3 Shares 39 Est. Cost $66.26 Unrealized +8.3%
BLUEKNIGHT ENERGY PARTNERS LCOM UNIT 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $98.92 Unrealized +3.0%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $103.84 Unrealized +3.3%
MUSA MURPHY USA INC COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $64.10 Unrealized +6.1%
SXC SUNCOKE ENERGY INC COM 0.0%
Value ($000) $3 Shares 276 Est. Cost $9.79 Unrealized -6.5%
EG EVEREST RE GROUP LTD COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $190.01 Unrealized +8.7%
DOX AMDOCS LTD ORD 0.0%
Value ($000) $3 Shares 52 Est. Cost $50.55 Unrealized +5.4%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $3 Shares 46 Est. Cost $44.67 Unrealized +4.0%
LEA LEAR CORP COM NEW 0.0%
Value ($000) $3 Shares 22 Est. Cost $119.43 Unrealized +0.1%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $3 Shares 35 Est. Cost $68.78 Unrealized 0.0%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $71.43 Unrealized
PARKER DRILLING CO COM 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $2.00 Unrealized
IJJ ISHARES TR S&P MC 400VL ETF 0.0%
Value ($000) $3 Shares 20 Est. Cost $150.00 Unrealized
KAYNE ANDERSON MLP INVSMNT CCOM 0.0%
Value ($000) $2 Shares 99 Est. Cost $20.30 Unrealized
DIAMOND OFFSHORE DRILLING INCOM 0.0%
Value ($000) $2 Shares 200 Est. Cost $15.00 Unrealized
CRT CROSS TIMBERS RTY TR TR UNIT 0.0%
Value ($000) $2 Shares 160 Est. Cost $12.50 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $2 Shares 67 Est. Cost $26.51 Unrealized -10.9%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $2 Shares 25 Est. Cost $50.05 Unrealized -2.4%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $152.10 Unrealized +6.5%
VBR VANGUARD INDEX FDS SM CP VAL ETF 0.0%
Value ($000) $2 Shares 13 Est. Cost $120.00 Unrealized
VBK VANGUARD INDEX FDS SML CP GRW ETF 0.0%
Value ($000) $2 Shares 12 Est. Cost $130.43 Unrealized
FRPH FRP HLDGS INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $21.51 Unrealized 0.0%
ENSCO PLC SHS CLASS A 0.0%
Value ($000) $2 Shares 300 Est. Cost $10.00 Unrealized
CITRIX SYS INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
AETNA INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $127.54 Unrealized
APD AIR PRODUCTS & CHEMICALS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $114.88 Unrealized 0.0%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 52 Est. Cost $23.66 Unrealized +10.0%
CRI CARTER INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.17 Unrealized +2.6%
DNOW NOW INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $19.68 Unrealized -13.4%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $82.78 Unrealized +21.0%
M MACYS INC COM 0.0%
Value ($000) $1 Shares 43 Est. Cost $30.90 Unrealized -17.1%
MARATHON OIL CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
EXPE EXPEDIA INC DEL COM NEW 0.0%
Value ($000) $1 Shares 9 Est. Cost $117.10 Unrealized +15.3%
FOOT LOCKER INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
SYNGENTA AG SPONSORED ADR 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $47.39 Unrealized +8.2%
SM SM ENERGY CO COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $24.78 Unrealized -28.2%
HALYARD HEALTH INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $45.45 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $21.37 Unrealized -2.5%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 16 Est. Cost $51.16 Unrealized -2.7%
FRONTIER COMMUNICATIONS CORPCOM 0.0%
Value ($000) $0 Shares 234 Est. Cost Unrealized
AMERICAN INTL GROUP INC W EXP 01/19/2021 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
HGTXU HUGOTON RTY TR TEX UNIT BEN INT 0.0%
Value ($000) $0 Shares 203 Est. Cost Unrealized
PATRIOT TRANSN HLDG INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $62.87 Unrealized 0.0%
LOGMEIN INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
CALIFORNIA RES CORP COM NEW 0.0%
Value ($000) $0 Shares 49 Est. Cost $20.41 Unrealized
WINDSTREAM HLDGS INC COM NEW 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized