Old North State Trust, LLC Diversified Active

Location: GREENSBORO, NC

CIK: 0001760444 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 16, 2019

Total Value ($000): $138,006 (100.0% shares, 0.0% debt)

Holdings (354)

USMV ISHARES TR 11.9%
Value ($000) $16,409 Shares 265,811 Est. Cost $58.08 Unrealized
EFAV ISHARES TR 7.4%
Value ($000) $10,277 Shares 141,481 Est. Cost $72.08 Unrealized
ISTB ISHARES TR 5.1%
Value ($000) $7,012 Shares 139,043 Est. Cost $50.12 Unrealized
IJR ISHARES TR 4.1%
Value ($000) $5,648 Shares 72,146 Est. Cost $77.27 Unrealized
DVY ISHARES TR 2.7%
Value ($000) $3,686 Shares 37,023 Est. Cost $97.93 Unrealized
SPY SPDR S&P 500 ETF TR 2.6%
Value ($000) $3,634 Shares 12,404 Est. Cost $290.82 Unrealized
CWB SPDR SERIES TRUST 2.4%
Value ($000) $3,272 Shares 61,888 Est. Cost $53.80 Unrealized
FLOT ISHARES TR 2.2%
Value ($000) $3,017 Shares 59,243 Est. Cost $50.91 Unrealized
DUK DUKE ENERGY CORP NEW 2.2%
Value ($000) $3,014 Shares 34,152 Est. Cost $60.81 Unrealized +11.4%
VRP INVESCO EXCHNG TRADED FD TR 2.0%
Value ($000) $2,796 Shares 112,152 Est. Cost $24.83 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $2,507 Shares 12,666 Est. Cost $49.27 Unrealized -5.4%
VZ VERIZON COMMUNICATIONS INC 1.5%
Value ($000) $2,104 Shares 36,833 Est. Cost $36.23 Unrealized +10.5%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $1,977 Shares 14,198 Est. Cost $108.16 Unrealized +6.1%
PG PROCTER AND GAMBLE CO 1.4%
Value ($000) $1,957 Shares 17,850 Est. Cost $68.91 Unrealized +31.3%
SPLV INVESCO EXCHNG TRADED FD TR 1.3%
Value ($000) $1,797 Shares 32,662 Est. Cost $49.51 Unrealized
CSCO CISCO SYS INC 1.3%
Value ($000) $1,763 Shares 32,214 Est. Cost $36.04 Unrealized +25.4%
VIG VANGUARD GROUP 1.2%
Value ($000) $1,664 Shares 14,448 Est. Cost $108.94 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $1,620 Shares 12,094 Est. Cost $101.06 Unrealized +18.3%
INTC INTEL CORP 1.1%
Value ($000) $1,569 Shares 32,769 Est. Cost $41.92 Unrealized +2.8%
T AT&T INC 1.0%
Value ($000) $1,378 Shares 41,114 Est. Cost $14.39 Unrealized +4.8%
VEA VANGUARD TAX MANAGED INTL FD 1.0%
Value ($000) $1,331 Shares 31,912 Est. Cost $43.24 Unrealized
IJH ISHARES TR 0.9%
Value ($000) $1,309 Shares 6,739 Est. Cost $201.19 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.9%
Value ($000) $1,285 Shares 14,666 Est. Cost $67.20 Unrealized +14.3%
SO SOUTHERN CO 0.9%
Value ($000) $1,273 Shares 23,024 Est. Cost $34.28 Unrealized +20.6%
PFE PFIZER INC 0.9%
Value ($000) $1,240 Shares 28,621 Est. Cost $28.35 Unrealized +3.1%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $1,181 Shares 15,403 Est. Cost $57.80 Unrealized -1.6%
BB&T CORP 0.8%
Value ($000) $1,161 Shares 23,628 Est. Cost $48.33 Unrealized
CHD CHURCH & DWIGHT INC 0.8%
Value ($000) $1,112 Shares 15,224 Est. Cost $51.88 Unrealized +32.5%
MCD MCDONALDS CORP 0.8%
Value ($000) $1,084 Shares 5,223 Est. Cost $135.41 Unrealized +25.4%
EEMV ISHARES INC 0.8%
Value ($000) $1,071 Shares 18,197 Est. Cost $58.90 Unrealized
HD HOME DEPOT INC 0.7%
Value ($000) $951 Shares 4,575 Est. Cost $167.96 Unrealized +0.9%
IWM ISHARES TR 0.7%
Value ($000) $946 Shares 6,082 Est. Cost $167.45 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.6%
Value ($000) $875 Shares 19,284 Est. Cost $43.24 Unrealized -16.5%
ICSH ISHARES TR 0.6%
Value ($000) $853 Shares 16,934 Est. Cost $50.09 Unrealized
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $795 Shares 5,300 Est. Cost $149.63 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $793 Shares 15,545 Est. Cost $52.04 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $778 Shares 411 Est. Cost $91.44 Unrealized +1.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $768 Shares 3,601 Est. Cost $205.18 Unrealized +0.8%
MDLZ MONDELEZ INTL INC 0.6%
Value ($000) $760 Shares 14,103 Est. Cost $36.94 Unrealized +19.4%
KO COCA COLA CO 0.5%
Value ($000) $755 Shares 14,835 Est. Cost $37.65 Unrealized +6.1%
KMI KINDER MORGAN INC DEL 0.5%
Value ($000) $735 Shares 35,209 Est. Cost $11.69 Unrealized +16.9%
PEP PEPSICO INC 0.5%
Value ($000) $727 Shares 5,548 Est. Cost $90.33 Unrealized +16.0%
UNILEVER PLC 0.5%
Value ($000) $715 Shares 11,545 Est. Cost $54.90 Unrealized
WMT WALMART INC 0.5%
Value ($000) $667 Shares 6,034 Est. Cost $28.10 Unrealized +11.4%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $656 Shares 5,866 Est. Cost $92.54 Unrealized -0.6%
LLY LILLY ELI & CO 0.5%
Value ($000) $646 Shares 5,831 Est. Cost $90.28 Unrealized +19.6%
GPC GENUINE PARTS CO 0.5%
Value ($000) $645 Shares 6,231 Est. Cost $83.75 Unrealized +2.0%
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $633 Shares 13,384 Est. Cost $41.98 Unrealized -6.9%
LNC LINCOLN NATL CORP IND 0.5%
Value ($000) $624 Shares 9,683 Est. Cost $46.22 Unrealized +1.4%
RY ROYAL BK CDA MONTREAL QUE 0.5%
Value ($000) $624 Shares 7,863 Est. Cost $78.12 Unrealized +0.0%
ABBV ABBVIE INC 0.4%
Value ($000) $617 Shares 8,478 Est. Cost $69.06 Unrealized -14.0%
MRK MERCK & CO INC 0.4%
Value ($000) $606 Shares 7,229 Est. Cost $56.15 Unrealized +10.7%
D DOMINION ENERGY INC 0.4%
Value ($000) $594 Shares 7,686 Est. Cost $51.43 Unrealized +10.6%
BA BOEING CO 0.4%
Value ($000) $584 Shares 1,605 Est. Cost $339.07 Unrealized +5.4%
DIS DISNEY WALT CO 0.4%
Value ($000) $583 Shares 4,178 Est. Cost $106.59 Unrealized +20.1%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $570 Shares 4,579 Est. Cost $87.75 Unrealized +2.8%
DON WISDOMTREE TR 0.4%
Value ($000) $567 Shares 15,669 Est. Cost $35.92 Unrealized
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $567 Shares 7,911 Est. Cost $55.59 Unrealized +9.4%
GLAXOSMITHKLINE PLC 0.4%
Value ($000) $567 Shares 14,179 Est. Cost $40.13 Unrealized
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $565 Shares 4,342 Est. Cost $139.08 Unrealized
VNQ VANGUARD INDEX FDS 0.4%
Value ($000) $544 Shares 6,221 Est. Cost $80.64 Unrealized
MO ALTRIA GROUP INC 0.4%
Value ($000) $486 Shares 10,274 Est. Cost $33.56 Unrealized -7.9%
VDC VANGUARD WORLD FDS 0.3%
Value ($000) $478 Shares 3,214 Est. Cost $139.79 Unrealized
QUAL ISHARES TR 0.3%
Value ($000) $472 Shares 5,163 Est. Cost $81.76 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $467 Shares 1,766 Est. Cost $203.30 Unrealized +11.5%
ET ENERGY TRANSFER LP 0.3%
Value ($000) $414 Shares 29,398 Est. Cost $13.24 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $414 Shares 2,478 Est. Cost $163.19 Unrealized
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $395 Shares 2,962 Est. Cost $86.55 Unrealized +18.1%
SON SONOCO PRODS CO 0.3%
Value ($000) $387 Shares 5,918 Est. Cost $43.62 Unrealized +14.7%
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $385 Shares 13,943 Est. Cost $25.89 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $372 Shares 4,765 Est. Cost $75.19 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $349 Shares 2,920 Est. Cost $119.43 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value ($000) $348 Shares 8,535 Est. Cost $38.15 Unrealized -10.6%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $335 Shares 6,134 Est. Cost $68.71 Unrealized
BNS BANK N S HALIFAX 0.2%
Value ($000) $326 Shares 6,000 Est. Cost $39.46 Unrealized -5.2%
TGT TARGET CORP 0.2%
Value ($000) $324 Shares 3,739 Est. Cost $66.35 Unrealized +2.1%
MET METLIFE INC 0.2%
Value ($000) $320 Shares 6,444 Est. Cost $35.38 Unrealized +6.2%
ENB ENBRIDGE INC 0.2%
Value ($000) $319 Shares 8,851 Est. Cost $21.97 Unrealized +6.9%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $315 Shares 866 Est. Cost $252.26 Unrealized +10.9%
EMR EMERSON ELEC CO 0.2%
Value ($000) $306 Shares 4,592 Est. Cost $61.95 Unrealized -7.2%
IVW ISHARES TR 0.2%
Value ($000) $306 Shares 1,710 Est. Cost $177.02 Unrealized
PBA PEMBINA PIPELINE CORP 0.2%
Value ($000) $306 Shares 8,215 Est. Cost $23.14 Unrealized +8.6%
MMM 3M CO 0.2%
Value ($000) $301 Shares 1,738 Est. Cost $132.20 Unrealized -8.8%
CLX CLOROX CO DEL 0.2%
Value ($000) $295 Shares 1,924 Est. Cost $118.87 Unrealized +5.7%
VFC V F CORP 0.2%
Value ($000) $285 Shares 3,259 Est. Cost $84.72 Unrealized +1.7%
SYY SYSCO CORP 0.2%
Value ($000) $272 Shares 3,844 Est. Cost $59.27 Unrealized +0.5%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $272 Shares 9,430 Est. Cost $28.98 Unrealized
V VISA INC 0.2%
Value ($000) $265 Shares 1,527 Est. Cost $134.76 Unrealized +16.0%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $260 Shares 2,965 Est. Cost $62.08 Unrealized +9.3%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $259 Shares 1,384 Est. Cost $185.50 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $251 Shares 4,612 Est. Cost $54.47 Unrealized -20.0%
INVESCO MUN TR 0.2%
Value ($000) $246 Shares 20,000 Est. Cost $11.50 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $245 Shares 973 Est. Cost $220.32 Unrealized -4.8%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $242 Shares 2,220 Est. Cost $15.11 Unrealized +23.3%
BP BP PLC 0.2%
Value ($000) $240 Shares 5,753 Est. Cost $41.90 Unrealized
AB ALLIANCEBERNSTEIN HOLDING LP 0.2%
Value ($000) $239 Shares 8,035 Est. Cost $30.33 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $237 Shares 2,818 Est. Cost $57.83 Unrealized +21.4%
PEOPLES UNITED FINANCIAL INC 0.2%
Value ($000) $235 Shares 14,017 Est. Cost $17.05 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $234 Shares 792 Est. Cost $292.79 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $227 Shares 2,049 Est. Cost $110.66 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $223 Shares 1,301 Est. Cost $116.56 Unrealized +18.6%
COP CONOCOPHILLIPS 0.2%
Value ($000) $222 Shares 3,632 Est. Cost $56.25 Unrealized -12.5%
GENERAL ELECTRIC CO 0.2%
Value ($000) $217 Shares 20,695 Est. Cost $11.05 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $214 Shares 1,837 Est. Cost $115.41 Unrealized
DOW DOW INC 0.2%
Value ($000) $213 Shares 4,316 Est. Cost $36.37 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $210 Shares 1,028 Est. Cost $124.70 Unrealized +34.9%
GSLC GOLDMAN SACHS ETF TR 0.2%
Value ($000) $210 Shares 3,581 Est. Cost $58.00 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.2%
Value ($000) $210 Shares 2,437 Est. Cost $56.86 Unrealized -2.6%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $210 Shares 1,054 Est. Cost $147.16 Unrealized +17.8%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $202 Shares 3,112 Est. Cost $68.12 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $201 Shares 6,464 Est. Cost $38.69 Unrealized -41.0%
GOOG ALPHABET INC 0.1%
Value ($000) $193 Shares 179 Est. Cost $57.23 Unrealized +0.1%
GIS GENERAL MLS INC 0.1%
Value ($000) $189 Shares 3,596 Est. Cost $33.91 Unrealized +21.6%
SBUX STARBUCKS CORP 0.1%
Value ($000) $185 Shares 2,201 Est. Cost $59.40 Unrealized +14.4%
NTR NUTRIEN LTD 0.1%
Value ($000) $177 Shares 3,310 Est. Cost $40.88 Unrealized +1.9%
WY WEYERHAEUSER CO 0.1%
Value ($000) $177 Shares 6,704 Est. Cost $23.40 Unrealized -15.8%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $172 Shares 1,670 Est. Cost $88.44 Unrealized -9.4%
FNB FNB COMMON 0.1%
Value ($000) $172 Shares 14,591 Est. Cost $9.89 Unrealized -10.6%
LOW LOWES COS INC 0.1%
Value ($000) $167 Shares 1,653 Est. Cost $91.02 Unrealized +2.7%
AFL AFLAC INC 0.1%
Value ($000) $163 Shares 2,974 Est. Cost $38.48 Unrealized +14.5%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $163 Shares 3,302 Est. Cost $47.84 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $156 Shares 1,602 Est. Cost $76.18 Unrealized +0.0%
DEM WISDOMTREE TR 0.1%
Value ($000) $155 Shares 3,466 Est. Cost $43.58 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $151 Shares 734 Est. Cost $163.38 Unrealized +8.8%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $149 Shares 2,334 Est. Cost $67.35 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $145 Shares 830 Est. Cost $121.60 Unrealized +14.0%
SCHW SCHWAB CHARLES CORP NEW 0.1%
Value ($000) $145 Shares 3,605 Est. Cost $45.13 Unrealized -12.1%
EATON VANCE CORP 0.1%
Value ($000) $145 Shares 3,365 Est. Cost $52.30 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $144 Shares 14,068 Est. Cost $6.85 Unrealized +3.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $143 Shares 697 Est. Cost $35.77 Unrealized +16.8%
PEG PUBLIC SVC ENTERPRISE GROUP 0.1%
Value ($000) $142 Shares 2,406 Est. Cost $41.36 Unrealized +15.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $140 Shares 1,215 Est. Cost $78.27 Unrealized +24.2%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $140 Shares 769 Est. Cost $159.03 Unrealized -7.1%
AIZ ASSURANT INC 0.1%
Value ($000) $140 Shares 1,317 Est. Cost $89.66 Unrealized -2.3%
CELGENE CORP 0.1%
Value ($000) $139 Shares 1,500 Est. Cost $88.89 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $136 Shares 2,463 Est. Cost $54.21 Unrealized -11.7%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $134 Shares 2,837 Est. Cost $41.10 Unrealized -7.2%
NKE NIKE INC 0.1%
Value ($000) $134 Shares 1,602 Est. Cost $72.98 Unrealized +5.6%
BAC BANK AMER CORP 0.1%
Value ($000) $134 Shares 4,613 Est. Cost $24.83 Unrealized -1.4%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $133 Shares 1,295 Est. Cost $31.55 Unrealized +21.6%
SMMV ISHARES TR 0.1%
Value ($000) $129 Shares 3,859 Est. Cost $31.84 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $128 Shares 868 Est. Cost $119.21 Unrealized +8.5%
CSX CSX COR 0.1%
Value ($000) $126 Shares 1,634 Est. Cost $21.58 Unrealized +9.2%
ABBNY ABB LTD 0.1%
Value ($000) $125 Shares 6,255 Est. Cost $22.17 Unrealized
FE FIRSTENERGY CORP 0.1%
Value ($000) $120 Shares 2,794 Est. Cost $27.08 Unrealized +18.3%
CAJPY CANON INC 0.1%
Value ($000) $119 Shares 4,074 Est. Cost $31.42 Unrealized
IVZ INVESCO LTD 0.1%
Value ($000) $118 Shares 5,791 Est. Cost $15.45 Unrealized -1.7%
CCEP COCA COLA EUROPEAN PARTNERS 0.1%
Value ($000) $116 Shares 2,061 Est. Cost $36.13 Unrealized +24.4%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $116 Shares 1,479 Est. Cost $55.51 Unrealized +5.0%
AMGN AMGEN INC 0.1%
Value ($000) $115 Shares 625 Est. Cost $157.37 Unrealized -7.1%
SRE SEMPRA ENERGY 0.1%
Value ($000) $114 Shares 830 Est. Cost $45.57 Unrealized +16.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $113 Shares 2,132 Est. Cost $46.21 Unrealized +5.3%
DES WISDOMTREE TR 0.1%
Value ($000) $111 Shares 4,109 Est. Cost $29.68 Unrealized
BUCKEYE PARTNERS L P 0.1%
Value ($000) $110 Shares 2,685 Est. Cost $33.79 Unrealized
XRAY DENTSPLY SIRONA INC 0.1%
Value ($000) $107 Shares 1,825 Est. Cost $41.64 Unrealized +29.0%
WU O COM 959802 90 9 WE 0.1%
Value ($000) $105 Shares 5,272 Est. Cost $18.45 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $101 Shares 93 Est. Cost $60.08 Unrealized -4.4%
NVS NOVARTIS A G 0.1%
Value ($000) $99 Shares 1,086 Est. Cost $88.56 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $96 Shares 1,150 Est. Cost $52.73 Unrealized +23.2%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $96 Shares 1,119 Est. Cost $79.80 Unrealized -21.1%
EFA ISHARES TR 0.1%
Value ($000) $96 Shares 1,465 Est. Cost $67.58 Unrealized
STZ CONSTELLATION BRAND INC 0.1%
Value ($000) $92 Shares 469 Est. Cost $188.58 Unrealized -7.1%
SNY SANOFI 0.1%
Value ($000) $90 Shares 2,073 Est. Cost $44.00 Unrealized
TAP MOLSON COORS BREWING CO 0.1%
Value ($000) $89 Shares 1,596 Est. Cost $51.43 Unrealized -5.0%
PSX PHILLIPS 66 0.1%
Value ($000) $88 Shares 939 Est. Cost $86.06 Unrealized -20.4%
BLACKROCK INC 0.1%
Value ($000) $88 Shares 188 Est. Cost $444.34 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $84 Shares 733 Est. Cost $87.28 Unrealized +26.7%
META FACEBOOK INC 0.1%
Value ($000) $83 Shares 431 Est. Cost $179.77 Unrealized +0.9%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $82 Shares 254 Est. Cost $251.87 Unrealized +6.1%
LEG LEGGETT & PLATT INC 0.1%
Value ($000) $82 Shares 2,140 Est. Cost $44.97 Unrealized -12.3%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $81 Shares 994 Est. Cost $53.66 Unrealized +15.5%
DE DEERE & CO 0.1%
Value ($000) $79 Shares 475 Est. Cost $128.61 Unrealized +10.0%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $78 Shares 773 Est. Cost $67.90 Unrealized +5.3%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $77 Shares 508 Est. Cost $117.42 Unrealized +9.5%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $75 Shares 405 Est. Cost $149.23 Unrealized +9.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $74 Shares 537 Est. Cost $96.12 Unrealized +2.6%
ELV ANTHEM INC 0.1%
Value ($000) $71 Shares 250 Est. Cost $235.52 Unrealized +6.1%
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $71 Shares 3,141 Est. Cost $16.83 Unrealized +1.0%
PFG PRINCIPAL FINL GROUP INC 0.1%
Value ($000) $71 Shares 1,230 Est. Cost $41.75 Unrealized +2.0%
FAST FASTENAL CO 0.0%
Value ($000) $69 Shares 2,104 Est. Cost $12.86 Unrealized +8.4%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $69 Shares 1,878 Est. Cost $35.64 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $69 Shares 428 Est. Cost $120.08 Unrealized +16.8%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $68 Shares 721 Est. Cost $66.05 Unrealized +9.2%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $67 Shares 298 Est. Cost $139.18 Unrealized +26.6%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $67 Shares 387 Est. Cost $134.31 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $66 Shares 571 Est. Cost $90.24 Unrealized +2.8%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $65 Shares 491 Est. Cost $112.02 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $65 Shares 499 Est. Cost $137.11 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $65 Shares 409 Est. Cost $166.26 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $64 Shares 964 Est. Cost $63.20 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $63 Shares 2,358 Est. Cost $23.84 Unrealized -6.9%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $63 Shares 1,494 Est. Cost $29.34 Unrealized +21.1%
IP INTL PAPER CO 0.0%
Value ($000) $62 Shares 1,422 Est. Cost $33.92 Unrealized -7.5%
IJT ISHARES TR 0.0%
Value ($000) $61 Shares 337 Est. Cost $198.81 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $61 Shares 456 Est. Cost $120.87 Unrealized -1.7%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $61 Shares 371 Est. Cost $120.81 Unrealized +16.7%
UNP UNION PAC CORP 0.0%
Value ($000) $61 Shares 360 Est. Cost $127.79 Unrealized +15.6%
RAYTHEON CO 0.0%
Value ($000) $60 Shares 344 Est. Cost $159.39 Unrealized
INTU INTUIT 0.0%
Value ($000) $59 Shares 225 Est. Cost $204.54 Unrealized +19.0%
HUM HUMANA INC 0.0%
Value ($000) $59 Shares 223 Est. Cost $304.86 Unrealized -21.5%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $58 Shares 862 Est. Cost $56.84 Unrealized -10.6%
ALL ALLSTATE CORP 0.0%
Value ($000) $57 Shares 560 Est. Cost $82.07 Unrealized +1.7%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $57 Shares 333 Est. Cost $151.18 Unrealized +3.5%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $57 Shares 886 Est. Cost $28.50 Unrealized +5.7%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $57 Shares 348 Est. Cost $144.25 Unrealized
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $55 Shares 400 Est. Cost $119.17 Unrealized -3.8%
YUM YUM BRANDS INC 0.0%
Value ($000) $55 Shares 500 Est. Cost $72.90 Unrealized +26.1%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $53 Shares 607 Est. Cost $54.88 Unrealized +24.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $52 Shares 148 Est. Cost $363.64 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $52 Shares 400 Est. Cost $81.32 Unrealized +18.8%
OXY OCCIDENTAL PETE CORP DEL 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $67.74 Unrealized -27.9%
HRB BLOCK H & R INC 0.0%
Value ($000) $49 Shares 1,668 Est. Cost $18.77 Unrealized +10.4%
PPL PPL CORP 0.0%
Value ($000) $49 Shares 1,593 Est. Cost $21.57 Unrealized +8.2%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $49 Shares 1,241 Est. Cost $39.21 Unrealized -14.2%
IWF ISHARES TR 0.0%
Value ($000) $48 Shares 305 Est. Cost $155.61 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $47 Shares 206 Est. Cost $233.01 Unrealized
NEAR ISHARES US ETF TR 0.0%
Value ($000) $47 Shares 935 Est. Cost $49.11 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $46 Shares 640 Est. Cost $68.75 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $45 Shares 228 Est. Cost $137.00 Unrealized +26.4%
SPDR SERIES TRUST 0.0%
Value ($000) $44 Shares 654 Est. Cost $73.75 Unrealized
BND VANGUARD BD INDEX FD INC 0.0%
Value ($000) $43 Shares 513 Est. Cost $80.08 Unrealized
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $42 Shares 735 Est. Cost $59.86 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $42 Shares 435 Est. Cost $27.51 Unrealized +1.0%
EVRG EVERGY INC 0.0%
Value ($000) $42 Shares 705 Est. Cost $42.74 Unrealized +6.0%
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value ($000) $40 Shares 414 Est. Cost $94.89 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $40 Shares 465 Est. Cost $38.47 Unrealized +1.9%
IWD ISHARES TR 0.0%
Value ($000) $39 Shares 305 Est. Cost $124.59 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $39 Shares 685 Est. Cost $54.01 Unrealized
LPX LOUISIANA PAC CORP 0.0%
Value ($000) $39 Shares 1,500 Est. Cost $28.50 Unrealized -14.0%
IJS ISHARES TR 0.0%
Value ($000) $38 Shares 258 Est. Cost $166.67 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $37 Shares 273 Est. Cost $83.10 Unrealized +31.1%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $37 Shares 589 Est. Cost $62.90 Unrealized -5.3%
TOTAL S A 0.0%
Value ($000) $37 Shares 656 Est. Cost $64.02 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $36 Shares 509 Est. Cost $54.77 Unrealized -3.4%
DHR DANAHER CORP DEL 0.0%
Value ($000) $36 Shares 254 Est. Cost $88.03 Unrealized +30.6%
CERNER CORP 0.0%
Value ($000) $35 Shares 475 Est. Cost $63.16 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $34 Shares 762 Est. Cost $43.31 Unrealized
SUNTRUST BKS INC 0.0%
Value ($000) $33 Shares 528 Est. Cost $66.52 Unrealized
LINDE PLC 0.0%
Value ($000) $33 Shares 166 Est. Cost $175.28 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $33 Shares 443 Est. Cost $27.24 Unrealized 0.0%
XEL XCEL ENERGY INC 0.0%
Value ($000) $32 Shares 534 Est. Cost $37.68 Unrealized +24.6%
SLF SUN LIFE FINL INC 0.0%
Value ($000) $31 Shares 750 Est. Cost $40.02 Unrealized +0.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $31 Shares 125 Est. Cost $230.64 Unrealized -6.6%
RF REGIONS FINL CORP NEW 0.0%
Value ($000) $30 Shares 1,994 Est. Cost $13.95 Unrealized -19.5%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $30 Shares 175 Est. Cost $160.00 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $28 Shares 628 Est. Cost $40.70 Unrealized -3.3%
ORCL ORACLE CORP 0.0%
Value ($000) $28 Shares 499 Est. Cost $43.58 Unrealized +12.8%
KEY KEYCORP NEW 0.0%
Value ($000) $27 Shares 1,493 Est. Cost $14.64 Unrealized -16.2%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $27 Shares 238 Est. Cost $83.80 Unrealized +14.5%
ETN EATON CORP PLC 0.0%
Value ($000) $27 Shares 330 Est. Cost $70.14 Unrealized +1.8%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $25 Shares 1,123 Est. Cost $42.74 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $25 Shares 262 Est. Cost $90.36 Unrealized
HCP INC 0.0%
Value ($000) $24 Shares 740 Est. Cost $25.68 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $24 Shares 300 Est. Cost $48.02 Unrealized +32.7%
QRVO QORVO INC 0.0%
Value ($000) $23 Shares 350 Est. Cost $80.09 Unrealized -13.2%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $23 Shares 529 Est. Cost $42.71 Unrealized -9.2%
PGX Invesco Preferred 0.0%
Value ($000) $23 Shares 1,603 Est. Cost $14.33 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $23 Shares 500 Est. Cost $35.63 Unrealized +21.9%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $23 Shares 280 Est. Cost $92.49 Unrealized -10.1%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $22 Shares 1,200 Est. Cost $15.99 Unrealized -7.7%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $21 Shares 128 Est. Cost $118.34 Unrealized +0.6%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $21 Shares 520 Est. Cost $31.60 Unrealized 0.0%
SAM BOSTON BEER INC 0.0%
Value ($000) $21 Shares 55 Est. Cost $300.25 Unrealized +5.5%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $20 Shares 147 Est. Cost $109.48 Unrealized -4.9%
NIC NICOLET BANKSHARES INC 0.0%
Value ($000) $20 Shares 317 Est. Cost $53.58 Unrealized +9.3%
EOG EOG RES INC 0.0%
Value ($000) $20 Shares 216 Est. Cost $91.41 Unrealized -23.0%
GLW CORNING INC 0.0%
Value ($000) $19 Shares 560 Est. Cost $26.48 Unrealized +0.5%
BXP BOSTON PROPERTIES INC 0.0%
Value ($000) $19 Shares 145 Est. Cost $90.29 Unrealized +8.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $19 Shares 835 Est. Cost $35.57 Unrealized -36.2%
IWR ISHARES TR 0.0%
Value ($000) $18 Shares 319 Est. Cost $44.03 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $18 Shares 335 Est. Cost $39.13 Unrealized -0.5%
PACWEST BANCORP DEL 0.0%
Value ($000) $18 Shares 460 Est. Cost $46.55 Unrealized
RED HAT INC 0.0%
Value ($000) $18 Shares 94 Est. Cost $127.66 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $17 Shares 86 Est. Cost $134.45 Unrealized +7.5%
VXUS VANGUARD STAR FD 0.0%
Value ($000) $17 Shares 329 Est. Cost $53.47 Unrealized
WDFC WD-40 CO 0.0%
Value ($000) $16 Shares 100 Est. Cost $149.30 Unrealized -0.9%
LAZARD LTD 0.0%
Value ($000) $15 Shares 440 Est. Cost $47.73 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $15 Shares 188 Est. Cost $74.47 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $14 Shares 153 Est. Cost $82.86 Unrealized -3.7%
BANK AMER CORP 0.0%
Value ($000) $14 Shares 10 Est. Cost $1200.00 Unrealized
YY INC 0.0%
Value ($000) $14 Shares 199 Est. Cost $70.35 Unrealized
HPQ HP INC 0.0%
Value ($000) $13 Shares 606 Est. Cost $18.79 Unrealized -16.3%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $13 Shares 106 Est. Cost $91.85 Unrealized +7.8%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $12 Shares 66 Est. Cost $48.91 Unrealized +23.6%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $12 Shares 213 Est. Cost $84.72 Unrealized -34.0%
SPECTRUM PHARMACEUTICALS INC 0.0%
Value ($000) $12 Shares 1,350 Est. Cost $16.30 Unrealized
MAIN MAIN STREET CAPITAL CORP 0.0%
Value ($000) $12 Shares 300 Est. Cost $39.62 Unrealized +0.6%
UAL UNITED CONTL HLDGS INC 0.0%
Value ($000) $12 Shares 139 Est. Cost $82.48 Unrealized +2.6%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $12 Shares 105 Est. Cost $94.30 Unrealized +3.3%
BIIB BIOGEN INC 0.0%
Value ($000) $12 Shares 50 Est. Cost $344.30 Unrealized -32.9%
ELME WASHINGTON REAL ESTATE INVT 0.0%
Value ($000) $11 Shares 400 Est. Cost $30.00 Unrealized
FBNC FIRST BANCORP N C 0.0%
Value ($000) $11 Shares 301 Est. Cost $35.19 Unrealized -10.8%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $11 Shares 145 Est. Cost $47.16 Unrealized +22.7%
GM GENERAL MTRS CO 0.0%
Value ($000) $11 Shares 275 Est. Cost $33.08 Unrealized +5.0%
ALLERGAN PLC 0.0%
Value ($000) $10 Shares 58 Est. Cost $185.19 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $10 Shares 192 Est. Cost $53.25 Unrealized -10.7%
FTV FORTIVE CORP 0.0%
Value ($000) $10 Shares 127 Est. Cost $49.74 Unrealized +1.5%
XAR SPDR SERIES TRUST 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
KELLOGG CO 0.0%
Value ($000) $10 Shares 182 Est. Cost $49.30 Unrealized -15.5%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $10 Shares 77 Est. Cost $116.61 Unrealized +2.4%
LEA LEAR CORP 0.0%
Value ($000) $10 Shares 69 Est. Cost $147.10 Unrealized -16.9%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $10 Shares 232 Est. Cost $43.10 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $10 Shares 597 Est. Cost $20.10 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $10 Shares 101 Est. Cost $125.34 Unrealized -26.1%
FLAHERTY&CRMN PFD SEC INCOM 0.0%
Value ($000) $10 Shares 500 Est. Cost $17.86 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $10 Shares 100 Est. Cost $73.78 Unrealized +18.2%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $9 Shares 80 Est. Cost $92.56 Unrealized +2.2%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $9 Shares 224 Est. Cost $31.29 Unrealized +6.7%
MPC MARATHON PETE CORP 0.0%
Value ($000) $9 Shares 154 Est. Cost $62.52 Unrealized -29.2%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $9 Shares 606 Est. Cost $12.66 Unrealized -3.3%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $9 Shares 45 Est. Cost $196.40 Unrealized -13.9%
BRIDGE BANCORP INC 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
UVE UNIVERSAL INS HLDGS INC 0.0%
Value ($000) $8 Shares 300 Est. Cost $42.98 Unrealized -31.9%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $8 Shares 281 Est. Cost $22.53 Unrealized +9.6%
TOWN TOWNEBANK PORTSMOUTH VA 0.0%
Value ($000) $8 Shares 294 Est. Cost $32.33 Unrealized -18.4%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $7 Shares 597 Est. Cost $13.14 Unrealized -18.3%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $7 Shares 799 Est. Cost $17.62 Unrealized
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $7 Shares 144 Est. Cost $47.02 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value ($000) $7 Shares 75 Est. Cost $93.33 Unrealized
WPC W P CAREY INC 0.0%
Value ($000) $7 Shares 90 Est. Cost $55.56 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $7 Shares 246 Est. Cost $20.80 Unrealized +8.9%
TUPPERWARE BRANDS CORP 0.0%
Value ($000) $6 Shares 300 Est. Cost $33.33 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $6 Shares 45 Est. Cost $94.11 Unrealized +14.2%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $80.00 Unrealized
JUNIPER NETWORKS INC 0.0%
Value ($000) $5 Shares 205 Est. Cost $29.27 Unrealized
KR KROGER CO 0.0%
Value ($000) $5 Shares 221 Est. Cost $25.42 Unrealized -17.1%
FHN FIRST HORIZON NATL CORP 0.0%
Value ($000) $5 Shares 320 Est. Cost $11.64 Unrealized -3.8%
NOK NOKIA CORP 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.56 Unrealized
CENTURYLINK INC 0.0%
Value ($000) $4 Shares 377 Est. Cost $18.57 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $4 Shares 70 Est. Cost $44.18 Unrealized -5.1%
XPH SPDR SERIES TRUST 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
WH WYNDHAM HOTLES & RESORTS INC 0.0%
Value ($000) $4 Shares 80 Est. Cost $50.55 Unrealized +8.2%
WYNDHAM WORLDWIDE CORP 0.0%
Value ($000) $4 Shares 80 Est. Cost $37.50 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $76.61 Unrealized +0.4%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $3 Shares 115 Est. Cost $22.57 Unrealized +26.4%
KRE SPDR SERIES TRUST 0.0%
Value ($000) $3 Shares 50 Est. Cost $40.00 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $225.62 Unrealized +20.0%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $2 Shares 49 Est. Cost $38.31 Unrealized -16.7%
MARATHON OIL CORP 0.0%
Value ($000) $2 Shares 172 Est. Cost $23.39 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $53.63 Unrealized +26.4%
CE CELANESE CORP DEL 0.0%
Value ($000) $2 Shares 14 Est. Cost $99.54 Unrealized -8.2%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 85 Est. Cost $21.34 Unrealized -1.0%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $2 Shares 245 Est. Cost $12.42 Unrealized -40.2%
KMX CARMAX INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $76.27 Unrealized +2.5%
CALIFORNIA RES CORP 0.0%
Value ($000) $1 Shares 49 Est. Cost $40.82 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $1 Shares 23 Est. Cost $70.24 Unrealized -15.4%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $1 Shares 43 Est. Cost $30.46 Unrealized -19.3%
PERSPECTA INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
DEO DIAGEO P L C 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
HAIN HAIN CELESTIAL GROUP INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $28.52 Unrealized -23.1%
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $69.17 Unrealized -1.5%