Canton Hathaway, LLC Diversified Active

CIK: 0001755785 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 10, 2019

Total Value ($000): $171,822 (100.0% shares, 0.0% debt)

Holdings (226)

BRK/A Berkshire Hathaway Inc A 58.0%
Value ($000) $99,702 Shares 331 Est. Cost $309674.97 Unrealized -2.2%
Brookline Bancorp Inc 3.2%
Value ($000) $5,438 Shares 377,652 Est. Cost $16.70 Unrealized
MSFT Microsoft Corp 1.5%
Value ($000) $2,602 Shares 22,063 Est. Cost $100.74 Unrealized +1.5%
AAPL Apple Inc 1.5%
Value ($000) $2,536 Shares 13,356 Est. Cost $47.93 Unrealized -15.6%
V Visa Inc Com Cl A 1.4%
Value ($000) $2,343 Shares 15,004 Est. Cost $134.91 Unrealized +1.8%
GOOG Alphabet Inc 1.3%
Value ($000) $2,218 Shares 1,891 Est. Cost $57.25 Unrealized -2.7%
EPD Enterprise Prods Partners Lp 1.3%
Value ($000) $2,193 Shares 75,395 Est. Cost $27.79 Unrealized
AMGN Amgen Inc 1.3%
Value ($000) $2,164 Shares 11,394 Est. Cost $156.95 Unrealized -1.4%
JPM Jpmorgan Chase & Co 1.2%
Value ($000) $2,058 Shares 20,333 Est. Cost $90.98 Unrealized -6.2%
CSCO Cisco Sys Inc 1.2%
Value ($000) $2,034 Shares 37,687 Est. Cost $36.55 Unrealized +8.1%
BRK/B Berkshire Hathaway Inc B 1.1%
Value ($000) $1,953 Shares 9,723 Est. Cost $204.75 Unrealized -1.4%
AMZN Amazon.Com Inc 1.1%
Value ($000) $1,823 Shares 1,024 Est. Cost $87.72 Unrealized -5.1%
DHR Danaher Corp 1.0%
Value ($000) $1,701 Shares 12,886 Est. Cost $88.90 Unrealized +11.8%
STNE StoneCo Ltd 1.0%
Value ($000) $1,686 Shares 41,030 Est. Cost $41.09 Unrealized
Citrix Sys Inc 0.9%
Value ($000) $1,497 Shares 15,025 Est. Cost $110.25 Unrealized
MDT Medtronic Plc 0.8%
Value ($000) $1,289 Shares 14,154 Est. Cost $76.22 Unrealized -2.5%
EEM Ishares Msci Emerging Markets Etf 0.7%
Value ($000) $1,267 Shares 29,530 Est. Cost $42.90 Unrealized
JNJ Johnson & Johnson 0.7%
Value ($000) $1,260 Shares 9,017 Est. Cost $109.34 Unrealized +0.9%
DVY Ishares Select Dividend Etf 0.7%
Value ($000) $1,173 Shares 11,950 Est. Cost $99.35 Unrealized
VZ Verizon Communications 0.6%
Value ($000) $1,110 Shares 18,775 Est. Cost $37.71 Unrealized +3.3%
PAGS Pagseguro Digital Ltd Com Cl A 0.6%
Value ($000) $1,055 Shares 35,345 Est. Cost $24.95 Unrealized 0.0%
GLD Spdr Gold Tr Gold Shs 0.6%
Value ($000) $996 Shares 8,164 Est. Cost $117.97 Unrealized
CMCSA Comcast Corp 0.6%
Value ($000) $966 Shares 24,170 Est. Cost $29.45 Unrealized +7.1%
CIEN Ciena Corp 0.5%
Value ($000) $927 Shares 24,845 Est. Cost $37.13 Unrealized +4.6%
WM Waste Management Inc 0.5%
Value ($000) $924 Shares 8,900 Est. Cost $80.52 Unrealized +8.1%
Magellan Midstream Prtnrs Lp 0.5%
Value ($000) $873 Shares 14,400 Est. Cost $67.71 Unrealized
PEP Pepsico Inc 0.5%
Value ($000) $865 Shares 7,064 Est. Cost $91.30 Unrealized +1.3%
GLW Corning Inc 0.5%
Value ($000) $811 Shares 24,510 Est. Cost $27.05 Unrealized 0.0%
EOG Eog Resources Inc 0.5%
Value ($000) $799 Shares 8,400 Est. Cost $89.09 Unrealized -19.3%
INTC Intel Corp 0.4%
Value ($000) $715 Shares 13,329 Est. Cost $41.93 Unrealized +4.5%
XLI Industrial Select SPDR ETF 0.4%
Value ($000) $689 Shares 9,191 Est. Cost $65.07 Unrealized
DIS Disney Walt Co 0.4%
Value ($000) $675 Shares 6,083 Est. Cost $108.05 Unrealized -0.2%
C Citigroup Inc 0.4%
Value ($000) $640 Shares 10,300 Est. Cost $54.66 Unrealized -10.8%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $570 Shares 2,020 Est. Cost $252.15 Unrealized
Royal Dutch Shell A 0.3%
Value ($000) $562 Shares 8,997 Est. Cost $63.68 Unrealized
YUMC Yum China Hldgs Inc Com 0.3%
Value ($000) $561 Shares 12,500 Est. Cost $36.14 Unrealized +9.0%
Blackrock Inc 0.3%
Value ($000) $546 Shares 1,278 Est. Cost $413.62 Unrealized
SLP Simulations Plus Inc 0.3%
Value ($000) $546 Shares 25,905 Est. Cost $19.07 Unrealized +1.7%
YUM Yum Brands Inc 0.3%
Value ($000) $543 Shares 5,450 Est. Cost $74.55 Unrealized +12.0%
Blackstone Group Lp 0.3%
Value ($000) $514 Shares 14,700 Est. Cost $31.47 Unrealized
GOOGL Alphabet Inc 0.3%
Value ($000) $511 Shares 435 Est. Cost $58.21 Unrealized -3.7%
AVGO Broadcom Inc 0.3%
Value ($000) $481 Shares 1,600 Est. Cost $21.30 Unrealized +5.6%
CVS Cvs Health Corp 0.3%
Value ($000) $481 Shares 8,931 Est. Cost $58.98 Unrealized -16.1%
CCI Crown Castle International Corp 0.3%
Value ($000) $475 Shares 3,715 Est. Cost $87.33 Unrealized 0.0%
AMS American Shared Hospital Svcs 0.3%
Value ($000) $446 Shares 160,559 Est. Cost $2.91 Unrealized -9.7%
MRK Merck & Co Inc 0.2%
Value ($000) $415 Shares 5,000 Est. Cost $56.50 Unrealized +6.7%
TRGP Targa Res Corp 0.2%
Value ($000) $415 Shares 10,000 Est. Cost $38.36 Unrealized -12.2%
ETN Eaton Corp PLC 0.2%
Value ($000) $402 Shares 5,000 Est. Cost $65.40 Unrealized +1.6%
ARCC Ares Capital Corp 0.2%
Value ($000) $386 Shares 22,540 Est. Cost $8.43 Unrealized +3.0%
APD Air Products & Chemicals Inc 0.2%
Value ($000) $381 Shares 2,000 Est. Cost $133.20 Unrealized +9.3%
Splunk Inc 0.2%
Value ($000) $373 Shares 3,000 Est. Cost $105.00 Unrealized
AXP American Express Co 0.2%
Value ($000) $349 Shares 3,200 Est. Cost $94.65 Unrealized +1.2%
SDOG ALPS Dividend Dogs ETF 0.2%
Value ($000) $334 Shares 7,800 Est. Cost $39.10 Unrealized
FUTY Fidelity MSCI Utilities ETF 0.2%
Value ($000) $331 Shares 8,661 Est. Cost $36.98 Unrealized
AB AllianceBernstein Holding LP 0.2%
Value ($000) $317 Shares 11,000 Est. Cost $27.36 Unrealized
TMO Thermo Fisher Scientific Inc 0.2%
Value ($000) $315 Shares 1,153 Est. Cost $237.38 Unrealized +3.0%
GS Goldman Sachs Group Inc 0.2%
Value ($000) $311 Shares 1,625 Est. Cost $179.54 Unrealized -8.6%
COP Conocophillips Com 0.2%
Value ($000) $300 Shares 4,500 Est. Cost $56.36 Unrealized -6.0%
NOK Nokia Oyj 0.2%
Value ($000) $298 Shares 52,231 Est. Cost $5.71 Unrealized
FAST Fastenal Co 0.2%
Value ($000) $282 Shares 4,400 Est. Cost $12.01 Unrealized +5.2%
FCOM Fidelity MSCI Telecommunication Svc ETF 0.2%
Value ($000) $272 Shares 8,512 Est. Cost $31.53 Unrealized
Cantel Medical Corp 0.2%
Value ($000) $267 Shares 4,000 Est. Cost $73.59 Unrealized
PLD Prologis Inc 0.2%
Value ($000) $266 Shares 3,700 Est. Cost $53.13 Unrealized +6.1%
ET Energy Transfer Equity LP 0.2%
Value ($000) $262 Shares 17,080 Est. Cost $13.23 Unrealized
FTV Fortive Corp Com 0.1%
Value ($000) $254 Shares 3,030 Est. Cost $45.62 Unrealized +3.8%
MS Morgan Stanley 0.1%
Value ($000) $253 Shares 6,000 Est. Cost $35.01 Unrealized -2.9%
Tallgrass Energy LP 0.1%
Value ($000) $251 Shares 10,000 Est. Cost $24.30 Unrealized
FSTA Fidelity MSCI Consumer Staples ETF 0.1%
Value ($000) $238 Shares 7,043 Est. Cost $31.67 Unrealized
HD Home Depot Inc 0.1%
Value ($000) $221 Shares 1,152 Est. Cost $163.91 Unrealized -5.6%
CVX Chevron Corp 0.1%
Value ($000) $218 Shares 1,770 Est. Cost $87.71 Unrealized -0.3%
EZU iShares MSCI Eurozone 0.1%
Value ($000) $216 Shares 5,600 Est. Cost $35.00 Unrealized
FHLC Fidelity Msci Health Care ETF 0.1%
Value ($000) $202 Shares 4,559 Est. Cost $45.90 Unrealized
FTEC Fidelity Msci Technology ETF 0.1%
Value ($000) $197 Shares 3,338 Est. Cost $59.13 Unrealized
IBB iShares Nasdaq Biotechnology 0.1%
Value ($000) $195 Shares 1,747 Est. Cost $104.54 Unrealized
FREL Fidelity MSCI Real Estate ETF 0.1%
Value ($000) $190 Shares 7,341 Est. Cost $24.86 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $189 Shares 2,550 Est. Cost $50.63 Unrealized +17.0%
VCSH Vanguard Scottsdale Fds Vanguard Short-T 0.1%
Value ($000) $183 Shares 2,300 Est. Cost $78.72 Unrealized
SGU Star Group LP 0.1%
Value ($000) $182 Shares 19,000 Est. Cost $9.61 Unrealized -0.9%
IEMG Ishares Inc Core Msci Emerging Mkts Etf 0.1%
Value ($000) $180 Shares 3,486 Est. Cost $51.67 Unrealized
PRF Invesco FTSE RAFI US 1000 ETF 0.1%
Value ($000) $179 Shares 1,586 Est. Cost $118.54 Unrealized
FDIS Fidelity Msci Consumer Discretionary ETF 0.1%
Value ($000) $178 Shares 4,060 Est. Cost $44.68 Unrealized
Seattle Genetics Inc 0.1%
Value ($000) $175 Shares 2,400 Est. Cost $73.97 Unrealized
Healthcare Tr Amer Inc 0.1%
Value ($000) $171 Shares 6,000 Est. Cost $27.58 Unrealized
META Facebook Inc 0.1%
Value ($000) $170 Shares 1,022 Est. Cost $157.93 Unrealized 0.0%
Senseonics Hldgs Inc 0.1%
Value ($000) $165 Shares 67,400 Est. Cost $3.89 Unrealized
CRM Salesforce.com Inc 0.1%
Value ($000) $158 Shares 1,000 Est. Cost $153.14 Unrealized 0.0%
PBF Logistics LP 0.1%
Value ($000) $157 Shares 7,500 Est. Cost $20.13 Unrealized
T At&T Inc 0.1%
Value ($000) $156 Shares 5,000 Est. Cost $14.16 Unrealized 0.0%
JJCTF Barclays Bank Plc Ipath Bloomberg Copper 0.1%
Value ($000) $155 Shares 4,800 Est. Cost $31.25 Unrealized
FIDU Fidelity Msci Industrials ETF 0.1%
Value ($000) $155 Shares 4,076 Est. Cost $39.99 Unrealized
SWK Stanley Black & Decker Inc 0.1%
Value ($000) $152 Shares 1,122 Est. Cost $101.52 Unrealized +5.0%
STAG Stag Indl Inc 0.1%
Value ($000) $151 Shares 5,100 Est. Cost $27.45 Unrealized
Peoples United Financial Inc 0.1%
Value ($000) $146 Shares 8,900 Est. Cost $17.06 Unrealized
TWLO Twilio Inc 0.1%
Value ($000) $140 Shares 1,084 Est. Cost $81.24 Unrealized +38.6%
LMT Lockheed Martin Corp 0.1%
Value ($000) $134 Shares 447 Est. Cost $257.47 Unrealized -5.4%
Avalara Inc 0.1%
Value ($000) $131 Shares 2,359 Est. Cost $55.53 Unrealized
VOO Vanguard 500 ETF 0.1%
Value ($000) $128 Shares 495 Est. Cost $266.67 Unrealized
General Electric Co 0.1%
Value ($000) $124 Shares 12,500 Est. Cost $9.92 Unrealized
PFF Ishares Tr S&P US Pfd Stk 0.1%
Value ($000) $114 Shares 3,128 Est. Cost $36.89 Unrealized
Medidata Solutions Inc 0.1%
Value ($000) $109 Shares 1,500 Est. Cost $72.67 Unrealized
AWK American Wtr Wks Co Inc 0.1%
Value ($000) $104 Shares 1,000 Est. Cost $76.56 Unrealized +12.7%
BK Bank New York Mellon Corp 0.1%
Value ($000) $103 Shares 2,050 Est. Cost $42.52 Unrealized -0.5%
STT State Street Corporation 0.1%
Value ($000) $102 Shares 1,550 Est. Cost $55.39 Unrealized 0.0%
STWD Starwood Ppty Tr Inc 0.1%
Value ($000) $96 Shares 4,300 Est. Cost $22.13 Unrealized
IJR Ishares Core S&P Small-Cap E 0.1%
Value ($000) $96 Shares 1,246 Est. Cost $82.44 Unrealized
MRNA MODERNA INC 0.1%
Value ($000) $93 Shares 4,610 Est. Cost $17.43 Unrealized +6.5%
Colony Cr Real Estate Inc Com Cl A 0.0%
Value ($000) $85 Shares 5,482 Est. Cost $15.51 Unrealized
EW Edwards Lifesciences Corp 0.0%
Value ($000) $76 Shares 400 Est. Cost $48.91 Unrealized +16.7%
BAC Bank of America Corporation 0.0%
Value ($000) $72 Shares 2,633 Est. Cost $25.47 Unrealized -6.2%
JPMorgan Alerian MLP ETN 0.0%
Value ($000) $67 Shares 2,660 Est. Cost $23.87 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $65 Shares 5,200 Est. Cost $10.07 Unrealized -3.1%
Corindus Vascular Robotics Inc 0.0%
Value ($000) $63 Shares 36,750 Est. Cost $1.71 Unrealized
GLDD Great Lakes Dredge & Dock Corp 0.0%
Value ($000) $62 Shares 6,960 Est. Cost $6.30 Unrealized +23.4%
ACN Accenture PLC A 0.0%
Value ($000) $61 Shares 352 Est. Cost $142.15 Unrealized 0.0%
D Dominion Energy Inc 0.0%
Value ($000) $61 Shares 800 Est. Cost $50.99 Unrealized +5.7%
XSW SPDR S&P Software & Services ETF 0.0%
Value ($000) $59 Shares 634 Est. Cost $85.42 Unrealized
PFE Pfizer Inc 0.0%
Value ($000) $57 Shares 1,350 Est. Cost $27.65 Unrealized +5.7%
VTV Vanguard Value ETF 0.0%
Value ($000) $55 Shares 515 Est. Cost $110.68 Unrealized
ORCL Oracle Corp 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $43.58 Unrealized +5.7%
Aurora Cannabis Inc 0.0%
Value ($000) $53 Shares 5,900 Est. Cost $8.98 Unrealized
United Technologies Corp 0.0%
Value ($000) $51 Shares 399 Est. Cost $130.25 Unrealized
PG Procter And Gamble Co 0.0%
Value ($000) $49 Shares 477 Est. Cost $73.09 Unrealized +12.3%
MU Micron Technology 0.0%
Value ($000) $49 Shares 1,200 Est. Cost $49.21 Unrealized -23.4%
Gabelli Equity Trust Inc 0.0%
Value ($000) $47 Shares 2,000 Est. Cost $23.50 Unrealized
TJX Tjx Cos Inc 0.0%
Value ($000) $47 Shares 900 Est. Cost $46.19 Unrealized -1.6%
Andeavor Logistics Lp 0.0%
Value ($000) $44 Shares 1,250 Est. Cost $48.55 Unrealized
AGG iShares Core US Aggregate Bond 0.0%
Value ($000) $43 Shares 400 Est. Cost $107.50 Unrealized
MET Metlife Inc 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $35.53 Unrealized -1.4%
PTCT Ptc Therapeutics Inc 0.0%
Value ($000) $41 Shares 1,100 Est. Cost $39.41 Unrealized -14.8%
DXCM DexCom Inc 0.0%
Value ($000) $41 Shares 348 Est. Cost $35.14 Unrealized 0.0%
XLK Technology Select Sector SPDR ETF 0.0%
Value ($000) $41 Shares 561 Est. Cost $73.08 Unrealized
Suntrust Banks Inc 0.0%
Value ($000) $40 Shares 684 Est. Cost $66.82 Unrealized
MDY SPDR S&P MidCap 400 ETF 0.0%
Value ($000) $39 Shares 115 Est. Cost $365.22 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $39 Shares 227 Est. Cost $149.99 Unrealized 0.0%
Pioneer Natural Resources Co 0.0%
Value ($000) $38 Shares 250 Est. Cost $152.00 Unrealized
EEMV iShares Edge MSCI Min Vol Emerging Mkts 0.0%
Value ($000) $37 Shares 635 Est. Cost $59.84 Unrealized
Etfmg Alternative Harvest Etf 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $40.00 Unrealized
ERIC Telefonaktiebolaget L M Ericsson 0.0%
Value ($000) $36 Shares 4,000 Est. Cost $9.00 Unrealized
UNH UnitedHealth Group Inc 0.0%
Value ($000) $36 Shares 149 Est. Cost $227.63 Unrealized 0.0%
DEO Diageo PLC 0.0%
Value ($000) $36 Shares 225 Est. Cost $160.00 Unrealized
FNCL Fidelity Msci Financials ETF 0.0%
Value ($000) $36 Shares 976 Est. Cost $40.06 Unrealized
AMP Ameriprise Financial Inc 0.0%
Value ($000) $36 Shares 287 Est. Cost $109.35 Unrealized 0.0%
ADBE Adobe Systems Inc 0.0%
Value ($000) $35 Shares 135 Est. Cost $252.10 Unrealized 0.0%
MCD McDonald s Corp 0.0%
Value ($000) $35 Shares 187 Est. Cost $154.59 Unrealized 0.0%
BAB Invesco Taxable Municipal Bond ETF 0.0%
Value ($000) $35 Shares 1,156 Est. Cost $29.26 Unrealized
XLY Select Sector Spdr Fund Shs Ben Consumer Discretio 0.0%
Value ($000) $35 Shares 313 Est. Cost $111.82 Unrealized
SU Suncor Energy Inc 0.0%
Value ($000) $35 Shares 1,091 Est. Cost $24.80 Unrealized 0.0%
HON Honeywell International Inc 0.0%
Value ($000) $34 Shares 214 Est. Cost $121.27 Unrealized -0.1%
EQT EQT Corp 0.0%
Value ($000) $33 Shares 1,605 Est. Cost $25.52 Unrealized -29.0%
FEZ Spdr Index Shs Fds Euro Stoxx 50 Etf 0.0%
Value ($000) $32 Shares 900 Est. Cost $38.23 Unrealized
MDLZ Mondelez International Inc Class A 0.0%
Value ($000) $32 Shares 647 Est. Cost $38.76 Unrealized 0.0%
XBI Spdr Ser Tr S&P Biotech Etf 0.0%
Value ($000) $31 Shares 350 Est. Cost $97.14 Unrealized
IGSB Ishares Tr Sh Tr Crport Etf 0.0%
Value ($000) $30 Shares 568 Est. Cost $51.06 Unrealized
MRSH Marsh & Mclennan Companies Inc 0.0%
Value ($000) $30 Shares 325 Est. Cost $79.33 Unrealized 0.0%
Summit Midstream Partners LP 0.0%
Value ($000) $29 Shares 3,000 Est. Cost $10.00 Unrealized
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $27 Shares 1,284 Est. Cost $20.25 Unrealized
BHP Bhp Billiton Ltd Adr 0.0%
Value ($000) $27 Shares 500 Est. Cost $50.00 Unrealized
Bb & T Corp 0.0%
Value ($000) $27 Shares 600 Est. Cost $48.57 Unrealized
BKNG Booking Hldgs Inc 0.0%
Value ($000) $26 Shares 15 Est. Cost $1936.71 Unrealized -9.4%
AMT American Tower Corp 0.0%
Value ($000) $26 Shares 135 Est. Cost $146.03 Unrealized 0.0%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $26 Shares 300 Est. Cost $85.25 Unrealized -7.8%
NVS Novartis Ag 0.0%
Value ($000) $26 Shares 277 Est. Cost $93.86 Unrealized
DUK Duke Energy Corp 0.0%
Value ($000) $25 Shares 287 Est. Cost $66.91 Unrealized 0.0%
Aon Plc Com Usd 0.0%
Value ($000) $25 Shares 150 Est. Cost $153.33 Unrealized
KMB Kimberly-Clark Corp 0.0%
Value ($000) $24 Shares 200 Est. Cost $86.55 Unrealized +5.5%
COST Costco Wholesale Corp 0.0%
Value ($000) $24 Shares 100 Est. Cost $203.13 Unrealized -2.4%
CB Chubb Ltd 0.0%
Value ($000) $24 Shares 173 Est. Cost $118.54 Unrealized 0.0%
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $24 Shares 225 Est. Cost $111.11 Unrealized
KO Coca-Cola Co 0.0%
Value ($000) $24 Shares 515 Est. Cost $37.78 Unrealized 0.0%
BMY Bristol Myers Squibb 0.0%
Value ($000) $23 Shares 500 Est. Cost $44.98 Unrealized -14.8%
Linde plc 0.0%
Value ($000) $23 Shares 134 Est. Cost $171.64 Unrealized
IWM iShares Russell 2000 0.0%
Value ($000) $23 Shares 151 Est. Cost $137.54 Unrealized
EMB iShares JPMorgan USD Emerg Markets Bond 0.0%
Value ($000) $23 Shares 210 Est. Cost $109.52 Unrealized
XLV Select Sector Spdr Trust The Health Care Select Se 0.0%
Value ($000) $22 Shares 242 Est. Cost $90.91 Unrealized
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $22 Shares 294 Est. Cost $68.54 Unrealized 0.0%
VB Vanguard Small-Cap ETF 0.0%
Value ($000) $22 Shares 150 Est. Cost $160.00 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $22 Shares 450 Est. Cost $23.80 Unrealized +12.3%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $22 Shares 870 Est. Cost $22.70 Unrealized 0.0%
XLF Financial Select Sector SPDR ETF 0.0%
Value ($000) $21 Shares 835 Est. Cost $25.15 Unrealized
ORLY O Reilly Automotive Inc 0.0%
Value ($000) $21 Shares 56 Est. Cost $24.19 Unrealized 0.0%
PNC Pnc Finl Svcs Group 0.0%
Value ($000) $21 Shares 175 Est. Cost $109.48 Unrealized -11.6%
PSA Public Storage 0.0%
Value ($000) $21 Shares 100 Est. Cost $159.08 Unrealized -1.2%
FRCB First Rep Bk San Francisco Cal Com 0.0%
Value ($000) $20 Shares 200 Est. Cost $97.62 Unrealized -1.8%
PH Parker Hannifin Corp 0.0%
Value ($000) $20 Shares 117 Est. Cost $149.77 Unrealized 0.0%
SLV iShares Silver Trust 0.0%
Value ($000) $20 Shares 1,444 Est. Cost $14.37 Unrealized
Royal Dutch Shell B 0.0%
Value ($000) $19 Shares 300 Est. Cost $70.00 Unrealized
SCHW Schwab Charles Corp 0.0%
Value ($000) $19 Shares 450 Est. Cost $46.06 Unrealized -11.1%
SAP Sap SE Spon Adr 0.0%
Value ($000) $19 Shares 169 Est. Cost $124.26 Unrealized
BA Boeing Co 0.0%
Value ($000) $19 Shares 50 Est. Cost $375.20 Unrealized 0.0%
VLY Valley Natl Bancorp 0.0%
Value ($000) $19 Shares 2,000 Est. Cost $12.07 Unrealized -15.6%
UNP Union Pacific Corp 0.0%
Value ($000) $19 Shares 118 Est. Cost $138.09 Unrealized 0.0%
Crane Co 0.0%
Value ($000) $19 Shares 231 Est. Cost $82.25 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $18 Shares 105 Est. Cost $150.92 Unrealized 0.0%
TXN Texas Instruments Inc 0.0%
Value ($000) $17 Shares 162 Est. Cost $85.38 Unrealized 0.0%
EBAY Ebay Inc 0.0%
Value ($000) $17 Shares 475 Est. Cost $30.84 Unrealized +0.3%
HYG iShares iBoxx $ High Yield Corporate Bd 0.0%
Value ($000) $17 Shares 200 Est. Cost $85.00 Unrealized
SAPGF Sap SE Ord Npv 0.0%
Value ($000) $17 Shares 150 Est. Cost $118.18 Unrealized -10.6%
SLB Schlumberger Limited 0.0%
Value ($000) $17 Shares 407 Est. Cost $35.74 Unrealized 0.0%
NEE NextEra Energy Inc 0.0%
Value ($000) $16 Shares 84 Est. Cost $38.59 Unrealized 0.0%
EWJ iShares MSCI Japan 0.0%
Value ($000) $16 Shares 300 Est. Cost $60.00 Unrealized
USB US Bancorp 0.0%
Value ($000) $16 Shares 350 Est. Cost $39.13 Unrealized -3.9%
KRE Spdr Ser Tr S&P Regl Bkg Etf 0.0%
Value ($000) $15 Shares 300 Est. Cost $59.40 Unrealized
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $15 Shares 305 Est. Cost $49.18 Unrealized
BIIB Biogen Inc 0.0%
Value ($000) $14 Shares 60 Est. Cost $314.89 Unrealized 0.0%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $12 Shares 80 Est. Cost $120.81 Unrealized +3.8%
ALRM Alarm Com Hldgs Inc 0.0%
Value ($000) $12 Shares 198 Est. Cost $50.28 Unrealized +20.7%
PAYX Paychex Inc 0.0%
Value ($000) $12 Shares 161 Est. Cost $60.45 Unrealized 0.0%
EL The Estee Lauder Companies Inc Class A 0.0%
Value ($000) $11 Shares 69 Est. Cost $134.56 Unrealized 0.0%
Dowdupont Inc 0.0%
Value ($000) $11 Shares 225 Est. Cost $64.01 Unrealized
ABBV AbbVie Inc 0.0%
Value ($000) $10 Shares 130 Est. Cost $61.01 Unrealized 0.0%
LOW Lowe s Companies Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $88.06 Unrealized 0.0%
BABA Alibaba Group Holding Ltd ADR 0.0%
Value ($000) $10 Shares 55 Est. Cost $163.64 Unrealized
BDX Becton Dickinson and Co 0.0%
Value ($000) $9 Shares 40 Est. Cost $220.32 Unrealized -3.4%
REM iShares Mortgage Real Estate ETF 0.0%
Value ($000) $9 Shares 229 Est. Cost $43.67 Unrealized
Maxim Integrated Products Inc 0.0%
Value ($000) $9 Shares 184 Est. Cost $48.91 Unrealized
ITA iShares US Aerospace & Defense ETF 0.0%
Value ($000) $9 Shares 50 Est. Cost $216.10 Unrealized
MMM 3M Co 0.0%
Value ($000) $8 Shares 40 Est. Cost $132.20 Unrealized -0.9%
DJP iPath Bloomberg Cmdty TR ETN 0.0%
Value ($000) $6 Shares 276 Est. Cost $25.36 Unrealized
IBM International Business Machines Corp 0.0%
Value ($000) $6 Shares 43 Est. Cost $94.64 Unrealized 0.0%
RSG Republic Services Inc 0.0%
Value ($000) $6 Shares 78 Est. Cost $69.53 Unrealized 0.0%
CCL Carnival Corp 0.0%
Value ($000) $6 Shares 122 Est. Cost $52.80 Unrealized 0.0%
TIP iShares TIPS Bond 0.0%
Value ($000) $4 Shares 40 Est. Cost $100.00 Unrealized
XRT SPDR S&P Retail ETF 0.0%
Value ($000) $4 Shares 103 Est. Cost $48.27 Unrealized
WAB Westinghouse Air Brake Technologies Corp 0.0%
Value ($000) $3 Shares 53 Est. Cost $69.17 Unrealized 0.0%
RPD Rapid7 Inc 0.0%
Value ($000) $2 Shares 43 Est. Cost $37.44 Unrealized +14.3%
GTX Garrett Motion Inc 0.0%
Value ($000) $0 Shares 15 Est. Cost $15.07 Unrealized 0.0%