Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 18, 2019

Total Value ($000): $242,384 (100.0% shares, 0.0% debt)

Holdings (457)

VEA VANGUARD FTSE DEVELOPED MARKETS ETF 12.3%
Value ($000) $29,903 Shares 806,247 Est. Cost $39.49 Unrealized
VWO VANGUARD INTL EQUITY INDEX FMSCI EMR MKT ETF 6.4%
Value ($000) $15,475 Shares 406,271 Est. Cost $40.10 Unrealized
MSFT MICROSOFT CORP COM 3.6%
Value ($000) $8,839 Shares 87,022 Est. Cost $57.84 Unrealized +72.9%
AAPL APPLE INC COM 3.3%
Value ($000) $7,886 Shares 49,995 Est. Cost $30.44 Unrealized +51.2%
TIP ISHARES TR INDEX BARCLYS TIPS BD 2.9%
Value ($000) $7,108 Shares 64,915 Est. Cost $114.65 Unrealized
SCZ ISHARES TR MSCI SMALL CAP 2.7%
Value ($000) $6,650 Shares 128,365 Est. Cost $54.30 Unrealized
PAYC PAYCOM SOFTWARE INC COM 2.5%
Value ($000) $6,123 Shares 50,000 Est. Cost $50.84 Unrealized +146.8%
GOOG ALPHABET INC CAP STK CL C 2.2%
Value ($000) $5,332 Shares 5,149 Est. Cost $40.77 Unrealized +30.3%
JNJ JOHNSON & JOHNSON COM 1.8%
Value ($000) $4,261 Shares 33,016 Est. Cost $93.39 Unrealized +22.2%
ABBV ABBVIE INC COM 1.7%
Value ($000) $4,228 Shares 45,870 Est. Cost $43.48 Unrealized +49.0%
QCOM QUALCOMM INC COM 1.6%
Value ($000) $3,923 Shares 68,943 Est. Cost $45.63 Unrealized +11.4%
MCD MCDONALDS CORP COM 1.6%
Value ($000) $3,775 Shares 21,265 Est. Cost $101.70 Unrealized +47.6%
IEMG ISHARES INC CORE MSCI EMKT 1.5%
Value ($000) $3,723 Shares 78,965 Est. Cost $48.27 Unrealized
PFE PFIZER INC COM 1.5%
Value ($000) $3,684 Shares 84,405 Est. Cost $21.41 Unrealized +40.3%
JPM JPMORGAN CHASE & CO COM 1.5%
Value ($000) $3,680 Shares 37,699 Est. Cost $70.02 Unrealized +25.0%
VPU VANGUARD WORLD FDS UTILITIES ETF 1.4%
Value ($000) $3,514 Shares 29,820 Est. Cost $112.65 Unrealized
DIS DISNEY WALT CO COM 1.4%
Value ($000) $3,489 Shares 31,824 Est. Cost $103.24 Unrealized +5.7%
VNQ VANGUARD INDEX FDS REIT ETF 1.4%
Value ($000) $3,337 Shares 44,765 Est. Cost $82.59 Unrealized
PG PROCTER AND GAMBLE CO COM 1.4%
Value ($000) $3,324 Shares 36,161 Est. Cost $70.03 Unrealized +6.7%
DHR DANAHER CORP DEL COM 1.3%
Value ($000) $3,166 Shares 30,703 Est. Cost $71.49 Unrealized +22.9%
GILD GILEAD SCIENCES INC COM 1.3%
Value ($000) $3,087 Shares 49,347 Est. Cost $50.66 Unrealized +4.6%
HD HOME DEPOT INC COM 1.3%
Value ($000) $3,039 Shares 17,692 Est. Cost $117.33 Unrealized +28.2%
VAW VANGUARD WORLD FDS MATERIALS ETF 1.2%
Value ($000) $2,954 Shares 26,658 Est. Cost $118.92 Unrealized
XOM EXXON MOBIL CORP COM 1.2%
Value ($000) $2,915 Shares 42,755 Est. Cost $56.11 Unrealized +0.5%
VNQI VANGUARD GLOBAL EX-U S REAL ESTATE ETF 1.2%
Value ($000) $2,912 Shares 55,587 Est. Cost $53.24 Unrealized
WMT WALMART INC COM 1.2%
Value ($000) $2,853 Shares 30,631 Est. Cost $20.39 Unrealized +41.1%
ITW ILLINOIS TOOL WKS INC COM 1.2%
Value ($000) $2,801 Shares 22,111 Est. Cost $104.78 Unrealized +5.5%
IEFA ISHARES TR CORE MSCI EAFE 1.1%
Value ($000) $2,608 Shares 47,415 Est. Cost $58.90 Unrealized
WFC WELLS FARGO CO NEW COM 1.0%
Value ($000) $2,496 Shares 54,171 Est. Cost $44.32 Unrealized -5.2%
KO COCA COLA CO COM 1.0%
Value ($000) $2,486 Shares 52,497 Est. Cost $31.89 Unrealized +20.4%
INTC INTEL CORP COM 1.0%
Value ($000) $2,436 Shares 51,890 Est. Cost $39.71 Unrealized +1.2%
GM GENERAL MTRS CO COM 1.0%
Value ($000) $2,419 Shares 72,300 Est. Cost $30.95 Unrealized +1.2%
IVV ISHARES CORE S&P 500 ETF 0.9%
Value ($000) $2,252 Shares 8,951 Est. Cost $254.25 Unrealized
ICE INTERCONTINENTAL EXCHANGE INCOM 0.9%
Value ($000) $2,190 Shares 29,069 Est. Cost $52.22 Unrealized +33.8%
VOX VANGUARD WORLD FDS TELCOMM ETF 0.8%
Value ($000) $2,009 Shares 27,132 Est. Cost $94.86 Unrealized
CVX CHEVRON CORP NEW COM 0.8%
Value ($000) $1,986 Shares 18,258 Est. Cost $76.37 Unrealized +11.0%
BB&T CORP COM 0.8%
Value ($000) $1,864 Shares 43,051 Est. Cost $44.70 Unrealized
CAT CATERPILLAR INC DEL COM 0.8%
Value ($000) $1,858 Shares 14,627 Est. Cost $78.94 Unrealized +41.2%
HON HONEYWELL INTL INC COM 0.8%
Value ($000) $1,850 Shares 14,003 Est. Cost $92.81 Unrealized +26.8%
PEP PEPSICO INC COM 0.8%
Value ($000) $1,834 Shares 16,595 Est. Cost $81.92 Unrealized +10.7%
MET METLIFE INC COM 0.7%
Value ($000) $1,773 Shares 43,179 Est. Cost $35.32 Unrealized -4.7%
TPR TAPESTRY INC COM 0.7%
Value ($000) $1,742 Shares 51,626 Est. Cost $33.09 Unrealized +0.1%
PB PROSPERITY BANCSHARES INC COM 0.7%
Value ($000) $1,581 Shares 25,382 Est. Cost $56.04 Unrealized -5.9%
CVS CVS HEALTH CORP USD 0.01 COM 0.6%
Value ($000) $1,570 Shares 23,967 Est. Cost $60.07 Unrealized -1.1%
UPS UNITED PARCEL SERVICE INC CL B 0.6%
Value ($000) $1,463 Shares 14,999 Est. Cost $78.46 Unrealized +4.6%
ZBH ZIMMER BIOMET HLDGS INC COM 0.6%
Value ($000) $1,400 Shares 13,495 Est. Cost $105.56 Unrealized +0.5%
META FACEBOOK INC CL A 0.6%
Value ($000) $1,379 Shares 10,516 Est. Cost $139.55 Unrealized +3.1%
EEM ISHARES MSCI EMERGING MARKET INDEX TRUST 0.5%
Value ($000) $1,302 Shares 33,330 Est. Cost $39.85 Unrealized
COF CAPITAL ONE FINL CORP COM 0.5%
Value ($000) $1,240 Shares 16,411 Est. Cost $76.37 Unrealized +0.3%
COP CONOCOPHILLIPS COM 0.5%
Value ($000) $1,225 Shares 19,651 Est. Cost $36.86 Unrealized +44.9%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.5%
Value ($000) $1,224 Shares 4 Est. Cost $281974.00 Unrealized +11.0%
RHP RYMAN HOSPITALITY PPTYS INC COM 0.5%
Value ($000) $1,149 Shares 17,227 Est. Cost $61.83 Unrealized
PSX PHILLIPS 66 COM 0.5%
Value ($000) $1,128 Shares 13,093 Est. Cost $57.27 Unrealized +27.9%
CCL CARNIVAL CORP PAIRED CTF 0.4%
Value ($000) $1,070 Shares 21,727 Est. Cost $50.39 Unrealized +7.3%
MRK MERCK & CO INC COM 0.4%
Value ($000) $1,012 Shares 13,246 Est. Cost $46.61 Unrealized +21.2%
VIG VANGUARD GROUP DIV APP ETF 0.4%
Value ($000) $953 Shares 9,732 Est. Cost $98.81 Unrealized
FISV FISERV INC COM 0.4%
Value ($000) $941 Shares 12,800 Est. Cost $63.25 Unrealized +22.2%
PM PHILIP MORRIS INTL INC COM 0.4%
Value ($000) $926 Shares 13,874 Est. Cost $65.36 Unrealized -12.3%
LOW LOWES COS INC COM 0.4%
Value ($000) $910 Shares 9,860 Est. Cost $65.69 Unrealized +28.8%
PRU PRUDENTIAL FINANCIAL INC COM 0.4%
Value ($000) $904 Shares 11,087 Est. Cost $71.54 Unrealized -9.6%
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $893 Shares 18,086 Est. Cost $38.49 Unrealized -13.9%
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $868 Shares 4,997 Est. Cost $25.20 Unrealized +45.5%
BA BOEING CO COM 0.3%
Value ($000) $813 Shares 2,521 Est. Cost $192.97 Unrealized +73.6%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $785 Shares 3,150 Est. Cost $142.11 Unrealized +65.4%
V VISA INC COM CL A 0.3%
Value ($000) $754 Shares 5,718 Est. Cost $88.55 Unrealized +48.4%
VLO VALERO ENERGY CORP NEW COM 0.3%
Value ($000) $733 Shares 9,769 Est. Cost $47.49 Unrealized +38.0%
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $645 Shares 3,860 Est. Cost $195.33 Unrealized -12.5%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $615 Shares 6,452 Est. Cost $69.17 Unrealized +37.4%
BOKF BOK FINL CORP COM NEW 0.3%
Value ($000) $608 Shares 8,285 Est. Cost $65.27 Unrealized +7.6%
DAL DELTA AIR LINES INC DEL COM NEW 0.2%
Value ($000) $605 Shares 12,136 Est. Cost $44.74 Unrealized +14.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $604 Shares 2,960 Est. Cost $167.45 Unrealized +24.7%
DVN DEVON ENERGY CORP NEW COM 0.2%
Value ($000) $585 Shares 25,955 Est. Cost $30.38 Unrealized -27.7%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $577 Shares 13,322 Est. Cost $28.80 Unrealized +28.2%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $567 Shares 9,475 Est. Cost $47.94 Unrealized +18.9%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.2%
Value ($000) $562 Shares 4,944 Est. Cost $114.39 Unrealized -23.1%
DON WISDOMTREE TR US MIDCAP DIVID 0.2%
Value ($000) $556 Shares 17,569 Est. Cost $34.13 Unrealized
GVI ISHARES TR BARCLYS INTER GV 0.2%
Value ($000) $545 Shares 5,040 Est. Cost $108.62 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $528 Shares 2,771 Est. Cost $114.61 Unrealized +11.9%
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $508 Shares 5,500 Est. Cost $51.04 Unrealized +43.3%
EFA ISHARES EAFE INDEX TRUST 0.2%
Value ($000) $495 Shares 8,425 Est. Cost $62.70 Unrealized
PPG PPG INDS INC COM 0.2%
Value ($000) $488 Shares 4,769 Est. Cost $85.88 Unrealized +5.3%
T AT&T INC COM 0.2%
Value ($000) $468 Shares 16,388 Est. Cost $15.44 Unrealized -9.2%
CBS CORP NEW CL B 0.2%
Value ($000) $454 Shares 10,378 Est. Cost $68.45 Unrealized
FTV FORTIVE CORP COM 0.2%
Value ($000) $410 Shares 6,056 Est. Cost $34.58 Unrealized +31.9%
AMZN AMAZON.COM INC COM 0.2%
Value ($000) $409 Shares 272 Est. Cost $44.85 Unrealized +85.4%
SHW SHERWIN WILLIAMS CO COM 0.2%
Value ($000) $407 Shares 1,000 Est. Cost $120.91 Unrealized +4.7%
VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 0.2%
Value ($000) $374 Shares 4,797 Est. Cost $78.36 Unrealized
UNITED TECHNOLOGIES CORP COM 0.2%
Value ($000) $369 Shares 3,460 Est. Cost $113.35 Unrealized
STT STATE STREET CORP COM 0.1%
Value ($000) $359 Shares 5,697 Est. Cost $60.93 Unrealized -6.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $358 Shares 2,540 Est. Cost $140.15 Unrealized +1.9%
BAC BANK AMER CORP COM 0.1%
Value ($000) $357 Shares 14,460 Est. Cost $20.07 Unrealized +13.6%
VIACOM INC NEW CL B 0.1%
Value ($000) $351 Shares 13,658 Est. Cost $46.64 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $350 Shares 1,798 Est. Cost $152.03 Unrealized +3.2%
CELGENE CORP COM 0.1%
Value ($000) $345 Shares 5,377 Est. Cost $86.63 Unrealized
AME AMETEK INC (NEW) COM 0.1%
Value ($000) $337 Shares 4,980 Est. Cost $49.70 Unrealized +37.6%
TORCHMARK CORP COM 0.1%
Value ($000) $335 Shares 4,500 Est. Cost $77.11 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $330 Shares 4,995 Est. Cost $53.63 Unrealized +18.0%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $316 Shares 303 Est. Cost $43.72 Unrealized +22.7%
UNP UNION PAC CORP COM 0.1%
Value ($000) $315 Shares 2,281 Est. Cost $87.64 Unrealized +44.3%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $308 Shares 3,256 Est. Cost $60.93 Unrealized +29.8%
NTRS NORTHERN TR CORP COM 0.1%
Value ($000) $304 Shares 3,641 Est. Cost $67.88 Unrealized +11.0%
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $304 Shares 2,220 Est. Cost $86.04 Unrealized +58.0%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $300 Shares 1,473 Est. Cost $142.87 Unrealized +41.4%
ORCL ORACLE CORP COM 0.1%
Value ($000) $277 Shares 6,129 Est. Cost $39.84 Unrealized +8.3%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $276 Shares 3,010 Est. Cost $55.59 Unrealized +41.0%
DE DEERE & CO COM 0.1%
Value ($000) $274 Shares 1,835 Est. Cost $96.64 Unrealized +36.4%
VMI VALMONT INDUSTRIES INC. COM 0.1%
Value ($000) $266 Shares 2,393 Est. Cost $143.90 Unrealized -13.4%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $257 Shares 4,771 Est. Cost $31.90 Unrealized +23.2%
PTF INVESCO EXCHANGE TRADED FD TDWA TECHNOLOGY 0.1%
Value ($000) $256 Shares 4,862 Est. Cost $59.85 Unrealized
OGE OGE ENERGY CORP COM 0.1%
Value ($000) $245 Shares 6,248 Est. Cost $34.92 Unrealized +9.9%
OBK ORIGIN BANCORP INC COM 0.1%
Value ($000) $238 Shares 7,000 Est. Cost $39.89 Unrealized -8.4%
EGP EASTGROUP PPTY INC COM 0.1%
Value ($000) $229 Shares 2,500 Est. Cost $73.60 Unrealized
EPD ENTERPRISE PRODS PARTNERS L COM 0.1%
Value ($000) $219 Shares 8,885 Est. Cost $27.53 Unrealized
CONTINENTAL RESOURCES INC COM 0.1%
Value ($000) $219 Shares 5,450 Est. Cost $43.64 Unrealized
VTV VANGUARD INDEX FDS VALUE ETF 0.1%
Value ($000) $219 Shares 2,236 Est. Cost $102.48 Unrealized
SPHD INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL 0.1%
Value ($000) $209 Shares 5,483 Est. Cost $41.35 Unrealized
BIV VANGUARD BD INDEX FD INC INTERMED TERM 0.1%
Value ($000) $208 Shares 2,563 Est. Cost $81.94 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $203 Shares 3,148 Est. Cost $52.76 Unrealized +1.7%
PEJ INVESCO EXCHANGE TRADED FD TDYNMC LEISURE 0.1%
Value ($000) $201 Shares 5,045 Est. Cost $46.58 Unrealized
WY WEYERHAEUSER CO COM 0.1%
Value ($000) $200 Shares 9,153 Est. Cost $23.53 Unrealized -14.5%
VSS VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF 0.1%
Value ($000) $199 Shares 2,100 Est. Cost $115.53 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $195 Shares 1,681 Est. Cost $69.79 Unrealized +45.3%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $195 Shares 1,174 Est. Cost $183.65 Unrealized
BANF BANCFIRST CORPORATION COM 0.1%
Value ($000) $190 Shares 3,808 Est. Cost $41.06 Unrealized +16.5%
RZG INVESCO EXCHANGE TRADED FD TS&P SML600 GWT 0.1%
Value ($000) $184 Shares 1,765 Est. Cost $126.91 Unrealized
IJR ISHARES TR S&P SMLCAP 600 0.1%
Value ($000) $182 Shares 2,629 Est. Cost $73.39 Unrealized
DOWDUPONT INC COM 0.1%
Value ($000) $180 Shares 3,350 Est. Cost $69.02 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $180 Shares 2,902 Est. Cost $13.50 Unrealized +54.8%
IDU ISHARES TR DJ US UTILS 0.1%
Value ($000) $172 Shares 1,279 Est. Cost $129.79 Unrealized
SYY SYSCO CORP COM 0.1%
Value ($000) $166 Shares 2,651 Est. Cost $42.05 Unrealized +32.5%
VGK VANGUARD INTL EQUITY INDEX FMSCI EUROPE ETF 0.1%
Value ($000) $162 Shares 3,325 Est. Cost $58.05 Unrealized
INTF ISHARES TR MULTIFACTOR INTL 0.1%
Value ($000) $161 Shares 6,775 Est. Cost $28.93 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $158 Shares 1,000 Est. Cost $87.85 Unrealized +47.4%
NSC NORFOLK SOUTHERN CORP COM 0.1%
Value ($000) $158 Shares 1,056 Est. Cost $135.42 Unrealized +5.1%
BLACKROCK INC COM 0.1%
Value ($000) $152 Shares 386 Est. Cost $427.88 Unrealized
RFG INVESCO EXCHANGE TRADED FD TS&P MDCP400 PR 0.1%
Value ($000) $152 Shares 1,156 Est. Cost $161.76 Unrealized
BBY BEST BUY INC COM 0.1%
Value ($000) $148 Shares 2,795 Est. Cost $32.53 Unrealized +52.7%
VGT VANGUARD WORLD FDS INF TECH ETF 0.1%
Value ($000) $146 Shares 873 Est. Cost $147.00 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $144 Shares 3,161 Est. Cost $38.34 Unrealized -0.2%
SPDR SERIES TRUST BRCLYS YLD ETF 0.1%
Value ($000) $142 Shares 4,222 Est. Cost $35.40 Unrealized
VT VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF 0.1%
Value ($000) $140 Shares 2,149 Est. Cost $65.26 Unrealized
SHY ISHARES BARCLAYS 1-3 YEAR TREASURY INDEX 0.1%
Value ($000) $138 Shares 1,655 Est. Cost $84.55 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $136 Shares 841 Est. Cost $166.48 Unrealized +11.6%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $136 Shares 713 Est. Cost $190.77 Unrealized 0.0%
IWM ISHARES TR RUSSELL 2000 0.1%
Value ($000) $134 Shares 1,001 Est. Cost $143.30 Unrealized
VCR VANGUARD WORLD FDS CONSUM DIS ETF 0.1%
Value ($000) $127 Shares 847 Est. Cost $144.88 Unrealized
VTI VANGUARD INDEX TOTAL STOCK MKT ETF 0.1%
Value ($000) $125 Shares 977 Est. Cost $121.42 Unrealized
VFH VANGUARD WORLD FDS FINANCIALS ETF 0.1%
Value ($000) $125 Shares 2,112 Est. Cost $65.31 Unrealized
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $124 Shares 1,886 Est. Cost $49.58 Unrealized +17.2%
OGS ONE GAS INC COM 0.1%
Value ($000) $122 Shares 1,530 Est. Cost $66.27 Unrealized +24.4%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $121 Shares 1,413 Est. Cost $66.60 Unrealized +13.9%
ET ENERGY TRANSFER EQUITY L P COM UT LTD PTN 0.0%
Value ($000) $119 Shares 8,976 Est. Cost $13.26 Unrealized
MAGELLAN MIDSTREAM PRTNRS LPCOM UNIT RP LP 0.0%
Value ($000) $118 Shares 2,058 Est. Cost $74.45 Unrealized
PGHY INVESCO EXCHNG TRADED FD TR GBL SRT TRM HY 0.0%
Value ($000) $111 Shares 4,893 Est. Cost $23.11 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.0%
Value ($000) $109 Shares 474 Est. Cost $218.19 Unrealized
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $107 Shares 945 Est. Cost $92.96 Unrealized -7.1%
PDP INVESCO EXCHANGE TRADED FD TDWA MOMENTUM 0.0%
Value ($000) $106 Shares 2,192 Est. Cost $55.20 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $106 Shares 1,163 Est. Cost $62.37 Unrealized +23.7%
NATIONAL OILWELL VARCO INC COM 0.0%
Value ($000) $104 Shares 4,036 Est. Cost $40.19 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.0%
Value ($000) $101 Shares 335 Est. Cost $316.42 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $99 Shares 2,221 Est. Cost $45.89 Unrealized 0.0%
WMB WILLIAMS COS INC DEL COM 0.0%
Value ($000) $98 Shares 4,461 Est. Cost $18.98 Unrealized -11.7%
VHT VANGUARD WORLD FDS HEALTH CAR ETF 0.0%
Value ($000) $97 Shares 607 Est. Cost $151.90 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $97 Shares 389 Est. Cost $240.60 Unrealized
FRCB FIRST REP BK SAN FRANCISCO CCOM 0.0%
Value ($000) $95 Shares 1,093 Est. Cost $88.70 Unrealized 0.0%
SVB FINL GROUP COM 0.0%
Value ($000) $95 Shares 500 Est. Cost $190.00 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $93 Shares 1,250 Est. Cost $49.53 Unrealized +37.6%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $92 Shares 2,760 Est. Cost $26.74 Unrealized +28.3%
VZ VERIZON COMMUNICATIONS COM 0.0%
Value ($000) $88 Shares 1,573 Est. Cost $30.83 Unrealized +25.3%
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.0%
Value ($000) $87 Shares 918 Est. Cost $109.01 Unrealized
IYH ISHARES DOW JONES HEALTHCARE INDEX TRUST 0.0%
Value ($000) $81 Shares 450 Est. Cost $156.36 Unrealized
ENABLE MIDSTREAM PARTNERS LPCOM UNIT RP IN 0.0%
Value ($000) $81 Shares 6,000 Est. Cost $16.67 Unrealized
EMN EASTMAN CHEMICAL CO COM 0.0%
Value ($000) $81 Shares 1,112 Est. Cost $58.49 Unrealized +5.6%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $80 Shares 864 Est. Cost $102.91 Unrealized -3.6%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $80 Shares 1,350 Est. Cost $57.42 Unrealized -7.9%
VBR VANGUARD INDEX FDS SM CP VAL ETF 0.0%
Value ($000) $80 Shares 702 Est. Cost $133.71 Unrealized
FIRST TR INTER DUR PFD & IN COM 0.0%
Value ($000) $79 Shares 4,000 Est. Cost $21.50 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $78 Shares 1,500 Est. Cost $40.10 Unrealized +2.2%
GLW CORNING INC COM 0.0%
Value ($000) $76 Shares 2,535 Est. Cost $21.26 Unrealized +23.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIOCL A 0.0%
Value ($000) $74 Shares 1,170 Est. Cost $55.62 Unrealized +12.6%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $74 Shares 2,037 Est. Cost $62.90 Unrealized -36.1%
CRANE CO COM 0.0%
Value ($000) $72 Shares 1,000 Est. Cost $75.00 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $71 Shares 451 Est. Cost $166.91 Unrealized -8.9%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $70 Shares 4,526 Est. Cost $12.49 Unrealized -10.4%
WALGREENS BOOTS ALLIANCE INCCOM 0.0%
Value ($000) $70 Shares 1,035 Est. Cost $82.43 Unrealized
RSP INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT 0.0%
Value ($000) $69 Shares 755 Est. Cost $101.99 Unrealized
EMB ISHARES TR JPMORGAN EMERGINGMARKET BOND 0.0%
Value ($000) $69 Shares 668 Est. Cost $112.28 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $67 Shares 272 Est. Cost $205.77 Unrealized +19.3%
ALLEGHANY CORP DEL COM 0.0%
Value ($000) $67 Shares 108 Est. Cost $611.11 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $67 Shares 485 Est. Cost $179.98 Unrealized
VUG VANGUARD INDEX FDS GROWTH ETF 0.0%
Value ($000) $65 Shares 482 Est. Cost $126.06 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $65 Shares 800 Est. Cost $15.90 Unrealized +26.1%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $65 Shares 800 Est. Cost $20.15 Unrealized +27.0%
WESTERN GAS PARTNERS LP COM UNIT LP IN 0.0%
Value ($000) $63 Shares 1,500 Est. Cost $60.67 Unrealized
AGG ISHARES CORE TOTAL U.S. BOND MARKET ETF 0.0%
Value ($000) $63 Shares 589 Est. Cost $109.30 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $62 Shares 909 Est. Cost $59.00 Unrealized +10.2%
HDB HDFC BANK LTD ADR REPS 3 SHS 0.0%
Value ($000) $62 Shares 600 Est. Cost $98.33 Unrealized
SEAGATE TECHNOLOGY PLC SHS 0.0%
Value ($000) $60 Shares 1,559 Est. Cost $45.72 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $56 Shares 1,458 Est. Cost $36.11 Unrealized
GWW WW GRAINGER INC COM 0.0%
Value ($000) $56 Shares 200 Est. Cost $215.43 Unrealized +25.6%
GENERAL ELEC CO COM 0.0%
Value ($000) $55 Shares 7,253 Est. Cost $28.88 Unrealized
SUN SUNOCO LP COM U REP LP 0.0%
Value ($000) $54 Shares 2,000 Est. Cost $26.75 Unrealized
GRAN TIERRA ENERGY INC COM 0.0%
Value ($000) $54 Shares 24,999 Est. Cost $2.64 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $53 Shares 400 Est. Cost $117.25 Unrealized +0.2%
IEF ISHARES BARCLAYS 7-10 YEAR TREASURY BOND FD 0.0%
Value ($000) $51 Shares 490 Est. Cost $104.08 Unrealized
CMA COMERICA INC COM 0.0%
Value ($000) $49 Shares 708 Est. Cost $62.55 Unrealized -9.7%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $49 Shares 404 Est. Cost $134.07 Unrealized 0.0%
RAYTHEON CO COM NEW 0.0%
Value ($000) $48 Shares 310 Est. Cost $162.57 Unrealized
NRIM NORTHRIM BANCORP INC COM 0.0%
Value ($000) $47 Shares 1,440 Est. Cost $6.95 Unrealized 0.0%
COHEN & STEERS INFRASTRUCTURCOM 0.0%
Value ($000) $47 Shares 2,378 Est. Cost $21.28 Unrealized
VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 0.0%
Value ($000) $47 Shares 600 Est. Cost $78.33 Unrealized
SLV ISHARES SILVER TRUST ISHARES 0.0%
Value ($000) $46 Shares 3,200 Est. Cost $17.19 Unrealized
VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.0%
Value ($000) $45 Shares 545 Est. Cost $84.40 Unrealized
INVESCO ADVANTAGE MUNICIPAL SH BEN INT 0.0%
Value ($000) $44 Shares 4,424 Est. Cost $11.30 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $44 Shares 1,139 Est. Cost $41.71 Unrealized
DCI DONALDSON INC COM 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $37.57 Unrealized +22.6%
NEOG NEOGEN CORP COM 0.0%
Value ($000) $43 Shares 749 Est. Cost $25.89 Unrealized +20.8%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $43 Shares 507 Est. Cost $50.68 Unrealized +64.0%
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $41 Shares 621 Est. Cost $54.72 Unrealized 0.0%
NUVEEN AMT FREE QLTY MUN INCCOM 0.0%
Value ($000) $40 Shares 3,229 Est. Cost $13.32 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $40 Shares 465 Est. Cost $83.29 Unrealized
GNR SPDR INDEX SHS FDS GLB NAT RESRCE 0.0%
Value ($000) $38 Shares 930 Est. Cost $41.40 Unrealized
GLD SPDR GOLD TRUST GOLD SHS 0.0%
Value ($000) $38 Shares 310 Est. Cost $117.74 Unrealized
APACHE CORP COM 0.0%
Value ($000) $38 Shares 1,448 Est. Cost $29.20 Unrealized
PAA PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 0.0%
Value ($000) $38 Shares 1,900 Est. Cost $28.63 Unrealized
ALLERGAN PLC SHS 0.0%
Value ($000) $35 Shares 265 Est. Cost $199.39 Unrealized
HOSPITALITY PPTYS TR COM SH BEN INT 0.0%
Value ($000) $34 Shares 1,421 Est. Cost $28.85 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.0%
Value ($000) $33 Shares 800 Est. Cost $36.81 Unrealized +11.1%
BLACKROCK HEALTH SCIENCES TRCOM 0.0%
Value ($000) $33 Shares 900 Est. Cost $42.22 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $33 Shares 385 Est. Cost $56.17 Unrealized +13.8%
LINDE PLC COM 0.0%
Value ($000) $31 Shares 201 Est. Cost $154.23 Unrealized
OXY OCCIDENTAL PETE CORP DEL COM 0.0%
Value ($000) $29 Shares 465 Est. Cost $58.77 Unrealized +1.3%
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $29 Shares 6,000 Est. Cost $7.17 Unrealized
D DOMINION RES INC VA NEW COM 0.0%
Value ($000) $29 Shares 405 Est. Cost $51.82 Unrealized +2.7%
VDE VANGUARD WORLD FDS ENERGY ETF 0.0%
Value ($000) $29 Shares 380 Est. Cost $94.49 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $29 Shares 634 Est. Cost $52.52 Unrealized -7.7%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $27 Shares 566 Est. Cost $38.37 Unrealized +6.5%
NOBLE ENERGY INC COM 0.0%
Value ($000) $26 Shares 1,385 Est. Cost $33.12 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $26 Shares 187 Est. Cost $45.42 Unrealized +37.8%
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.0%
Value ($000) $26 Shares 298 Est. Cost $87.25 Unrealized
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $25 Shares 3,300 Est. Cost $7.64 Unrealized -18.7%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $24 Shares 419 Est. Cost $57.28 Unrealized
XLB SELECT SECTOR SPDR TR SBI MATERIALS 0.0%
Value ($000) $24 Shares 480 Est. Cost $57.86 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.0%
Value ($000) $23 Shares 173 Est. Cost $140.04 Unrealized
BLACKROCK CORE BD TR SHS BEN INT 0.0%
Value ($000) $23 Shares 1,900 Est. Cost $12.63 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $22 Shares 250 Est. Cost $27.93 Unrealized +17.5%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $21 Shares 300 Est. Cost $44.32 Unrealized +26.3%
XLE SELECT SECTOR SPDR TR SBI INT-ENERGY 0.0%
Value ($000) $20 Shares 355 Est. Cost $69.18 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $20 Shares 400 Est. Cost $35.52 Unrealized +13.4%
KELLOGG CO COM 0.0%
Value ($000) $20 Shares 356 Est. Cost $46.40 Unrealized 0.0%
VDC VANGUARD WORLD FDS CONSUM STP ETF 0.0%
Value ($000) $20 Shares 154 Est. Cost $136.00 Unrealized
BUCKEYE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $20 Shares 700 Est. Cost $45.51 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRACOM 0.0%
Value ($000) $20 Shares 150 Est. Cost $98.23 Unrealized +16.6%
HUBB HUBBELL INC COM 0.0%
Value ($000) $20 Shares 200 Est. Cost $99.81 Unrealized -4.6%
MTB M & T BK CORP COM 0.0%
Value ($000) $20 Shares 139 Est. Cost $127.86 Unrealized -0.2%
HPQ HP INC COM 0.0%
Value ($000) $20 Shares 995 Est. Cost $13.24 Unrealized +37.8%
WEINGARTEN RLTY INVS SH BEN INT 0.0%
Value ($000) $19 Shares 782 Est. Cost $29.41 Unrealized
KEY KEYCORP NEW COM 0.0%
Value ($000) $19 Shares 1,313 Est. Cost $12.70 Unrealized -1.4%
INGERSOLL-RAND PLC SHS 0.0%
Value ($000) $18 Shares 200 Est. Cost $80.00 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $18 Shares 441 Est. Cost $35.40 Unrealized +1.1%
ABT ABBOTT LABS COM 0.0%
Value ($000) $18 Shares 250 Est. Cost $37.38 Unrealized +66.2%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $17 Shares 250 Est. Cost $74.00 Unrealized
ARLP ALLIANCE RES PARTNER L P UT LTD PART 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $19.69 Unrealized
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.0%
Value ($000) $17 Shares 175 Est. Cost $102.86 Unrealized
USRT ISHARES CORE U.S. REIT ETF 0.0%
Value ($000) $17 Shares 384 Est. Cost $48.82 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $17 Shares 1,250 Est. Cost $11.67 Unrealized +2.7%
RWO SPDR INDEX SHS FDS DJ GLB RL ES ETF 0.0%
Value ($000) $17 Shares 387 Est. Cost $47.80 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $17 Shares 92 Est. Cost $180.31 Unrealized +5.9%
SO SOUTHERN CO COM 0.0%
Value ($000) $16 Shares 375 Est. Cost $34.19 Unrealized +0.2%
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.0%
Value ($000) $16 Shares 164 Est. Cost $103.99 Unrealized -0.6%
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $16 Shares 208 Est. Cost $54.88 Unrealized +6.4%
HAS HASBRO INC COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $66.75 Unrealized +7.2%
IVE ISHARES TR S&P 500 VAL ETF 0.0%
Value ($000) $16 Shares 156 Est. Cost $102.88 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $15 Shares 100 Est. Cost $105.40 Unrealized +20.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $15 Shares 139 Est. Cost $126.02 Unrealized -13.9%
NGL NGL ENERGY PARTNERS LP COM UNIT REPST 0.0%
Value ($000) $15 Shares 1,568 Est. Cost $18.62 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $15 Shares 212 Est. Cost $97.58 Unrealized -1.8%
IGSB ISHARES TR BARCLYS 1-3YR CR 0.0%
Value ($000) $15 Shares 286 Est. Cost $78.95 Unrealized
ENFR ALPS ETF TR ALERIAN ENERGY 0.0%
Value ($000) $15 Shares 803 Est. Cost $23.66 Unrealized
CMCSA COMCAST CORP NEW CLASS A 0.0%
Value ($000) $15 Shares 454 Est. Cost $30.00 Unrealized +1.4%
VFC V F CORP COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $75.34 Unrealized +1.5%
XLU SELECT SECTOR SPDR TR SBI INT-UTILS 0.0%
Value ($000) $14 Shares 270 Est. Cost $51.24 Unrealized
IWR ISHARES TR RUSSELL MIDCAP 0.0%
Value ($000) $14 Shares 302 Est. Cost $46.36 Unrealized
VO VANGUARD INDEX FDS MID CAP ETF 0.0%
Value ($000) $14 Shares 102 Est. Cost $147.06 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTDSPONSORED ADR 0.0%
Value ($000) $13 Shares 848 Est. Cost $19.71 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CCOM 0.0%
Value ($000) $13 Shares 995 Est. Cost $10.71 Unrealized +11.3%
CB CHUBB LIMITED COM 0.0%
Value ($000) $13 Shares 103 Est. Cost $124.48 Unrealized -8.0%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $13 Shares 480 Est. Cost $42.94 Unrealized -32.2%
AN AUTONATION INC COM 0.0%
Value ($000) $13 Shares 368 Est. Cost $47.79 Unrealized -20.9%
ANNALY CAP MGMT INC COM 0.0%
Value ($000) $13 Shares 1,350 Est. Cost $10.37 Unrealized
BLACKSTONE GROUP L P COM UNIT LTD 0.0%
Value ($000) $13 Shares 432 Est. Cost $29.56 Unrealized
TAP MOLSON COORS BREWING CO CL B 0.0%
Value ($000) $12 Shares 209 Est. Cost $50.85 Unrealized 0.0%
SYMANTEC CORP COM 0.0%
Value ($000) $12 Shares 656 Est. Cost $18.29 Unrealized
VIS VANGUARD WORLD FDS INDUSTRIAL ETF 0.0%
Value ($000) $12 Shares 100 Est. Cost $125.00 Unrealized
BHP GROUP PLC SPONSORED ADS 0.0%
Value ($000) $12 Shares 279 Est. Cost $43.01 Unrealized
IWF ISHARES TR RUSSELL1000GRW 0.0%
Value ($000) $12 Shares 91 Est. Cost $109.89 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $12 Shares 425 Est. Cost $20.88 Unrealized +6.6%
CC CHEMOURS CO COM 0.0%
Value ($000) $12 Shares 398 Est. Cost $22.02 Unrealized +7.0%
TM TOYOTA MOTOR CORP ADR 0.0%
Value ($000) $12 Shares 100 Est. Cost $110.00 Unrealized
COHEN & STEERS TOTAL RETURN COM 0.0%
Value ($000) $12 Shares 1,116 Est. Cost $12.54 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $11 Shares 400 Est. Cost $25.42 Unrealized -2.1%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $11 Shares 245 Est. Cost $53.70 Unrealized -31.8%
NEUBERGER BERMAN INTER MUNI COM 0.0%
Value ($000) $11 Shares 896 Est. Cost $14.51 Unrealized
EBAY EBAY INC COM 0.0%
Value ($000) $11 Shares 387 Est. Cost $28.94 Unrealized -9.6%
TMO THERMO FISHER SCIENTIFIC INCCOM 0.0%
Value ($000) $11 Shares 50 Est. Cost $182.40 Unrealized +26.2%
KIE SPDR SERIES TRUST S&P INS ETF 0.0%
Value ($000) $10 Shares 342 Est. Cost $29.24 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $10 Shares 195 Est. Cost $51.46 Unrealized -4.1%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $10 Shares 350 Est. Cost $28.01 Unrealized -8.2%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $10 Shares 53 Est. Cost $170.49 Unrealized +9.3%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $10 Shares 115 Est. Cost $79.49 Unrealized +6.9%
EFAV ISHARES TR MIN VOL EAFE ETF 0.0%
Value ($000) $10 Shares 148 Est. Cost $74.32 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $10 Shares 26 Est. Cost $311.03 Unrealized +17.0%
DVA DAVITA INC COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $66.21 Unrealized -3.3%
FDL FIRST TR MORNINGSTAR DIV LEASHS 0.0%
Value ($000) $10 Shares 353 Est. Cost $28.29 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $63.45 Unrealized +25.6%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $79.82 Unrealized +8.5%
XMFVX MFS SPL VALUE TR SH BEN INT 0.0%
Value ($000) $9 Shares 1,800 Est. Cost $5.56 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $9 Shares 84 Est. Cost $77.82 Unrealized +15.7%
SDY SPDR SERIES TRUST S&P DIVID ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $90.00 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $9 Shares 151 Est. Cost $37.82 Unrealized +43.5%
XPO XPO LOGISTICS INC COM 0.0%
Value ($000) $9 Shares 165 Est. Cost $36.28 Unrealized -23.6%
IGV ISHARES TR EXPANDED TECH 0.0%
Value ($000) $9 Shares 54 Est. Cost $185.19 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $8 Shares 322 Est. Cost $21.50 Unrealized -7.7%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $8 Shares 300 Est. Cost $30.00 Unrealized
TCF FINL CORP COM 0.0%
Value ($000) $8 Shares 402 Est. Cost $19.90 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $8 Shares 46 Est. Cost $88.04 Unrealized +96.8%
CME CME GROUP INC COM 0.0%
Value ($000) $8 Shares 43 Est. Cost $105.45 Unrealized +34.9%
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $8 Shares 150 Est. Cost $60.00 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $7 Shares 33 Est. Cost $197.82 Unrealized +5.2%
IP INTL PAPER CO COM 0.0%
Value ($000) $7 Shares 175 Est. Cost $35.56 Unrealized -14.3%
MCK MCKESSON CORP COM 0.0%
Value ($000) $7 Shares 60 Est. Cost $137.76 Unrealized -14.3%
OWENS ILL INC COM NEW 0.0%
Value ($000) $7 Shares 400 Est. Cost $20.00 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $33.34 Unrealized -6.5%
PROOFPOINT INC COM 0.0%
Value ($000) $7 Shares 84 Est. Cost $119.05 Unrealized
SJM JM SMUCKER CO COM 0.0%
Value ($000) $7 Shares 70 Est. Cost $102.94 Unrealized -19.5%
SPLUNK INC COM 0.0%
Value ($000) $7 Shares 70 Est. Cost $100.00 Unrealized
WEN WENDYS CO COM 0.0%
Value ($000) $7 Shares 425 Est. Cost $13.64 Unrealized +25.0%
WOR WORTHINGTON INDS INC COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.09 Unrealized -17.3%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $105.70 Unrealized +1.4%
MTD METTLER TOLEDO INTERNATIONALCOM 0.0%
Value ($000) $6 Shares 10 Est. Cost $570.48 Unrealized +1.8%
EXC EXELON CORP COM 0.0%
Value ($000) $6 Shares 130 Est. Cost $23.80 Unrealized +4.7%
SMG SCOTTS MIRACLE GRO CO CL A 0.0%
Value ($000) $6 Shares 100 Est. Cost $67.19 Unrealized -18.2%
IGM ISHARES TR N AMER TECH ETF 0.0%
Value ($000) $6 Shares 33 Est. Cost $181.82 Unrealized
EPP ISHARES INC MSCI PAC JP ETF 0.0%
Value ($000) $6 Shares 150 Est. Cost $46.67 Unrealized
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $50.63 Unrealized -18.5%
NFLX NETFLIX INC COM 0.0%
Value ($000) $6 Shares 23 Est. Cost $34.09 Unrealized -12.2%
FCX FREEPORT-MCMORAN INC COM 0.0%
Value ($000) $6 Shares 600 Est. Cost $13.03 Unrealized -18.1%
ALLE ALLEGION PUB LTD CO ORD SHS 0.0%
Value ($000) $5 Shares 66 Est. Cost $63.57 Unrealized +24.1%
BCS BARCLAYS PLC ADR 0.0%
Value ($000) $5 Shares 712 Est. Cost $11.24 Unrealized
E ENI S P A SPONSORED ADR 0.0%
Value ($000) $5 Shares 171 Est. Cost $35.09 Unrealized
NIELSEN HLDGS PLC SHS EUR 0.0%
Value ($000) $5 Shares 200 Est. Cost $35.76 Unrealized
FIS FIDELITY NATL INFORMATION SVCOM 0.0%
Value ($000) $5 Shares 48 Est. Cost $83.63 Unrealized +8.9%
TOTAL S.A. SPONSORED ADR 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $5 Shares 45 Est. Cost $104.65 Unrealized -5.4%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $5 Shares 110 Est. Cost $41.11 Unrealized +2.8%
TORTOISE ENERGY INFRSTRCTR CCOM 0.0%
Value ($000) $5 Shares 250 Est. Cost $24.00 Unrealized
APD AIR PRODUCTS & CHEMICALS INC COM 0.0%
Value ($000) $5 Shares 32 Est. Cost $123.07 Unrealized +8.2%
SYK STRYKER CORP COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $124.78 Unrealized +24.0%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $6.44 Unrealized -26.4%
EOG EOG RES INC COM 0.0%
Value ($000) $5 Shares 61 Est. Cost $87.22 Unrealized -7.5%
EEMV ISHARES INC MIN VOL EMRG MKT 0.0%
Value ($000) $5 Shares 97 Est. Cost $61.86 Unrealized
INDIA FD INC COM 0.0%
Value ($000) $4 Shares 221 Est. Cost $22.62 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $4 Shares 66 Est. Cost $62.77 Unrealized 0.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.71 Unrealized -19.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 223 Est. Cost $21.34 Unrealized 0.0%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $69.77 Unrealized +8.8%
NUVEEN DIVID ADVANTAGE MUN FCOM 0.0%
Value ($000) $4 Shares 350 Est. Cost $14.29 Unrealized
FLEX FLEX LTD ORD 0.0%
Value ($000) $4 Shares 500 Est. Cost $11.98 Unrealized -41.7%
BLACKROCK MUNIYIELD QLTY FD COM 0.0%
Value ($000) $4 Shares 350 Est. Cost $14.29 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.33 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG LSHS 0.0%
Value ($000) $4 Shares 101 Est. Cost $52.66 Unrealized -8.0%
FNB FNB CORP PA COM 0.0%
Value ($000) $4 Shares 394 Est. Cost $9.96 Unrealized -12.6%
SPH SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 0.0%
Value ($000) $3 Shares 162 Est. Cost $23.70 Unrealized
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $3 Shares 28 Est. Cost $102.39 Unrealized 0.0%
FBIN FORTUNE BRANDS HOME & SEC INCOM 0.0%
Value ($000) $3 Shares 75 Est. Cost $48.78 Unrealized -30.6%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $220.51 Unrealized +13.4%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $3 Shares 446 Est. Cost $5.18 Unrealized
FIBK FIRST INTST BANCSYSTEM INC COM CL A 0.0%
Value ($000) $3 Shares 71 Est. Cost $25.78 Unrealized +9.7%
MUSA MURPHY USA INC COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $64.10 Unrealized +19.6%
MCHP MICROCHIP TECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $30.89 Unrealized 0.0%
FCB FINL HLDGS INC CL A 0.0%
Value ($000) $3 Shares 78 Est. Cost $51.28 Unrealized
CITRIX SYS INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $74.07 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $3 Shares 58 Est. Cost $38.09 Unrealized +7.6%
BKNG BOOKING HLDGS INC COM 0.0%
Value ($000) $3 Shares 2 Est. Cost $1933.58 Unrealized -6.7%
BANCORPSOUTH BK TUPELO MISS COM 0.0%
Value ($000) $3 Shares 107 Est. Cost $28.04 Unrealized
DKS DICK'S SPORTING GOODS INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.54 Unrealized -2.5%
ADP AUTOMATIC DATA PROCESSING INCOM 0.0%
Value ($000) $3 Shares 21 Est. Cost $96.16 Unrealized +26.0%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $3 Shares 35 Est. Cost $68.78 Unrealized +27.6%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
DOX AMDOCS LTD ORD 0.0%
Value ($000) $3 Shares 52 Est. Cost $50.55 Unrealized +6.9%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $3 Shares 51 Est. Cost $47.68 Unrealized 0.0%
L LOEWS CORP COM 0.0%
Value ($000) $3 Shares 63 Est. Cost $45.84 Unrealized -0.3%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $2 Shares 16 Est. Cost $124.06 Unrealized 0.0%
BIOSCRIP INC COM 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.00 Unrealized
AON PLC SHS CL A 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
PFG PRINCIPAL FINL GROUP INC COM 0.0%
Value ($000) $2 Shares 38 Est. Cost $37.23 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $2 Shares 31 Est. Cost $56.83 Unrealized +19.6%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $2 Shares 58 Est. Cost $56.29 Unrealized -30.7%
PACWEST BANCORP DEL COM 0.0%
Value ($000) $2 Shares 67 Est. Cost $44.78 Unrealized
ABBNY ABB LTD SPONSORED ADR 0.0%
Value ($000) $2 Shares 128 Est. Cost $15.63 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $2 Shares 81 Est. Cost $27.08 Unrealized
VBK VANGUARD INDEX FDS SML CP GRW ETF 0.0%
Value ($000) $2 Shares 12 Est. Cost $130.43 Unrealized
GENERAL MTRS CO W EXP 07/10/2019 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
RSG REPUBLIC SERVICES INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $56.69 Unrealized +15.9%
KLAC KLA-TENCOR CORP COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $92.93 Unrealized -9.4%
CRT CROSS TIMBERS RTY TR TR UNIT 0.0%
Value ($000) $2 Shares 160 Est. Cost $12.50 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $2 Shares 133 Est. Cost $13.59 Unrealized 0.0%
SXC SUNCOKE ENERGY INC COM 0.0%
Value ($000) $2 Shares 276 Est. Cost $9.79 Unrealized +4.6%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $2 Shares 49 Est. Cost $40.82 Unrealized
BKR BAKER HUGHES A GE CO CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.18 Unrealized -26.3%
NI NISOURCE INC COM 0.0%
Value ($000) $2 Shares 66 Est. Cost $20.38 Unrealized +0.2%
FIRST TRUST SPECIALTY FINANCCOM BEN INTR 0.0%
Value ($000) $2 Shares 421 Est. Cost $4.75 Unrealized
RIO RIO TINTO PLC SP ADR 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
DIAMOND OFFSHORE DRILLING INCOM 0.0%
Value ($000) $2 Shares 200 Est. Cost $15.00 Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $59.90 Unrealized +8.0%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $21.37 Unrealized +32.6%
NMRK NEWMARK GROUP INC CL A 0.0%
Value ($000) $1 Shares 114 Est. Cost $8.48 Unrealized 0.0%
EIX EDISON INTL COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $53.73 Unrealized -15.4%
DOV DOVER CORP COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $68.12 Unrealized +7.8%
DNOW NOW INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $19.68 Unrealized -28.9%
BED BATH & BEYOND INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
SUNTRUST BKS INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
BGC PARTNERS INC CL A 0.0%
Value ($000) $1 Shares 247 Est. Cost $4.05 Unrealized
AVNS AVANOS MED INC COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $64.35 Unrealized -18.6%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $19.52 Unrealized +9.3%
ARCONIC INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
SM SM ENERGY CO COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $24.78 Unrealized -15.8%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $77.82 Unrealized -14.8%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $72.28 Unrealized +6.3%
VECO VEECO INSTRS INC DEL COM 0.0%
Value ($000) $1 Shares 133 Est. Cost $30.73 Unrealized -72.2%
SBCF SEACOAST BKG CORP FLA COM NEW 0.0%
Value ($000) $1 Shares 22 Est. Cost $25.01 Unrealized +7.1%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 54 Est. Cost $24.64 Unrealized +2.9%
KAYNE ANDERSON MLP/MIDSTREAM INVESTMENT COM 0.0%
Value ($000) $1 Shares 99 Est. Cost $20.30 Unrealized
ACCO ACCO BRANDS CORP COM 0.0%
Value ($000) $1 Shares 141 Est. Cost $9.04 Unrealized -32.9%
GSM FERROGLOBE PLC SHS 0.0%
Value ($000) $1 Shares 500 Est. Cost $10.13 Unrealized -53.9%
ENSCO PLC SHS CLASS A 0.0%
Value ($000) $1 Shares 300 Est. Cost $10.00 Unrealized
WHITING PETE CORP NEW COM NEW 0.0%
Value ($000) $1 Shares 59 Est. Cost $16.95 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
TCBK TRICO BANCSHARES COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $41.04 Unrealized -12.3%
TUPPERWARE BRANDS CORP COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.41 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $51.82 Unrealized -7.3%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 75 Est. Cost $20.82 Unrealized -1.4%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $1 Shares 75 Est. Cost $19.30 Unrealized -1.9%
WINDSTREAM HLDGS INC COM PAR 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
MS MORGAN STANLEY COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $39.73 Unrealized -11.9%
CENTERSTATE BK CORP COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $50.00 Unrealized
PERSPECTA INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
CALIFORNIA RES CORP COM NEW 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
AA ALCOA CORP COM STK 0.0%
Value ($000) $0 Shares 11 Est. Cost $38.20 Unrealized -15.9%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $51.16 Unrealized -29.3%
MICRO FOCUS INTERNATIONAL PLSPON ADR NEW 0.0%
Value ($000) $0 Shares 26 Est. Cost $31.79 Unrealized
ABCB AMERIS BANCORP COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $43.24 Unrealized -15.1%
APERGY CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
UBS UBS GROUP AG SHS 0.0%
Value ($000) $0 Shares 18 Est. Cost $17.38 Unrealized -22.0%
FRONTIER COMMUNICATIONS CORPCOM NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 75 Est. Cost $6.39 Unrealized -12.5%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $47.89 Unrealized -2.7%