Sound View Wealth Advisors Group, LLC Diversified Active

CIK: 0001784777 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 7, 2019

Total Value ($000): $335,526 (100.0% shares, 0.0% debt)

Holdings (238)

JNJ JOHNSON & JOHNSON 2.8%
Value ($000) $9,303 Shares 71,901 Est. Cost $114.77 Unrealized -4.2%
PG PROCTER & GAMBLE CO 2.6%
Value ($000) $8,715 Shares 70,070 Est. Cost $90.50 Unrealized +11.6%
VZ VERIZON COMMUNICATIONS INC 2.3%
Value ($000) $7,878 Shares 130,514 Est. Cost $40.03 Unrealized +1.0%
AAPL APPLE INC 2.3%
Value ($000) $7,796 Shares 34,808 Est. Cost $46.62 Unrealized +7.7%
HD HOME DEPOT INC 2.0%
Value ($000) $6,552 Shares 28,241 Est. Cost $169.54 Unrealized +10.3%
ISHARES TR 1.9%
Value ($000) $6,482 Shares 253,203 Est. Cost $25.43 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $6,430 Shares 46,249 Est. Cost $119.52 Unrealized +8.7%
KO COCA COLA CO 1.9%
Value ($000) $6,290 Shares 115,531 Est. Cost $39.93 Unrealized +10.1%
DVY ISHARES TR 1.8%
Value ($000) $5,906 Shares 57,927 Est. Cost $99.56 Unrealized
MCD MCDONALDS CORP 1.7%
Value ($000) $5,732 Shares 26,696 Est. Cost $169.75 Unrealized +8.8%
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $5,331 Shares 45,296 Est. Cost $92.02 Unrealized +3.3%
INTC INTEL CORP 1.5%
Value ($000) $5,085 Shares 98,678 Est. Cost $43.10 Unrealized -0.2%
KMB KIMBERLY CLARK CORP 1.5%
Value ($000) $4,958 Shares 34,902 Est. Cost $102.19 Unrealized +7.4%
SO SOUTHERN CO 1.5%
Value ($000) $4,925 Shares 79,729 Est. Cost $41.35 Unrealized +9.5%
ISHARES TR 1.4%
Value ($000) $4,796 Shares 189,406 Est. Cost $25.24 Unrealized
RDIV INVESCO EXCHNG TRADED FD TR 1.3%
Value ($000) $4,429 Shares 117,499 Est. Cost $37.67 Unrealized
ISHARES TR 1.3%
Value ($000) $4,428 Shares 177,136 Est. Cost $24.94 Unrealized
MRK MERCK & CO INC 1.3%
Value ($000) $4,408 Shares 52,365 Est. Cost $62.14 Unrealized +5.4%
PFE PFIZER INC 1.3%
Value ($000) $4,387 Shares 122,100 Est. Cost $29.22 Unrealized -7.6%
ISHARES TR 1.3%
Value ($000) $4,237 Shares 164,944 Est. Cost $25.50 Unrealized
XOM EXXON MOBIL CORP 1.2%
Value ($000) $4,109 Shares 58,196 Est. Cost $56.88 Unrealized -5.5%
PEP PEPSICO INC 1.2%
Value ($000) $4,010 Shares 29,250 Est. Cost $104.74 Unrealized +4.4%
T AT&T INC 1.2%
Value ($000) $3,924 Shares 103,709 Est. Cost $15.08 Unrealized +12.7%
DIA SPDR DOW JONES INDL AVRG ETF 1.2%
Value ($000) $3,860 Shares 14,338 Est. Cost $266.02 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $3,749 Shares 18,023 Est. Cost $206.92 Unrealized -0.4%
PFF ISHARES TR 1.1%
Value ($000) $3,699 Shares 98,563 Est. Cost $36.90 Unrealized
AMGN AMGEN INC 1.1%
Value ($000) $3,599 Shares 18,601 Est. Cost $146.19 Unrealized +8.1%
VIG VANGUARD GROUP 1.1%
Value ($000) $3,593 Shares 30,049 Est. Cost $115.95 Unrealized
CVX CHEVRON CORP NEW 1.1%
Value ($000) $3,532 Shares 29,777 Est. Cost $90.24 Unrealized +1.4%
AMZN AMAZON COM INC 1.0%
Value ($000) $3,371 Shares 1,942 Est. Cost $93.15 Unrealized -0.5%
GD GENERAL DYNAMICS CORP 1.0%
Value ($000) $3,363 Shares 18,405 Est. Cost $147.75 Unrealized +8.6%
ABBV ABBVIE INC 1.0%
Value ($000) $3,308 Shares 43,682 Est. Cost $57.41 Unrealized -8.4%
GOOG ALPHABET INC 1.0%
Value ($000) $3,301 Shares 2,708 Est. Cost $57.26 Unrealized +2.6%
DNP SELECT INCOME FD 1.0%
Value ($000) $3,226 Shares 250,889 Est. Cost $11.96 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value ($000) $3,195 Shares 21,968 Est. Cost $98.62 Unrealized +3.9%
IWF ISHARES TR 0.9%
Value ($000) $3,001 Shares 18,801 Est. Cost $157.31 Unrealized
EMR EMERSON ELEC CO 0.9%
Value ($000) $2,910 Shares 43,529 Est. Cost $57.46 Unrealized -5.4%
DEO DIAGEO P L C 0.9%
Value ($000) $2,864 Shares 17,513 Est. Cost $172.33 Unrealized
VGT VANGUARD WORLD FDS 0.8%
Value ($000) $2,788 Shares 12,934 Est. Cost $211.20 Unrealized
SCHX SCHWAB STRATEGIC TR 0.8%
Value ($000) $2,591 Shares 36,536 Est. Cost $70.44 Unrealized
LLY LILLY ELI & CO 0.8%
Value ($000) $2,569 Shares 22,975 Est. Cost $108.01 Unrealized -4.9%
ISHARES TR 0.8%
Value ($000) $2,564 Shares 101,068 Est. Cost $25.34 Unrealized
WMT WALMART INC 0.8%
Value ($000) $2,519 Shares 21,225 Est. Cost $31.30 Unrealized +10.1%
AEP AMERICAN ELEC PWR CO INC 0.7%
Value ($000) $2,408 Shares 25,706 Est. Cost $68.23 Unrealized +6.2%
VTV VANGUARD INDEX FDS 0.7%
Value ($000) $2,393 Shares 21,442 Est. Cost $110.90 Unrealized
AFL AFLAC INC 0.6%
Value ($000) $2,166 Shares 41,408 Est. Cost $44.08 Unrealized +2.9%
SCHD SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,115 Shares 38,604 Est. Cost $53.18 Unrealized
LOW LOWES COS INC 0.6%
Value ($000) $2,109 Shares 19,180 Est. Cost $93.45 Unrealized +0.6%
MO ALTRIA GROUP INC 0.6%
Value ($000) $2,085 Shares 50,972 Est. Cost $30.92 Unrealized -10.8%
GIS GENERAL MLS INC 0.6%
Value ($000) $2,058 Shares 37,338 Est. Cost $41.22 Unrealized +5.3%
NSC NORFOLK SOUTHERN CORP 0.6%
Value ($000) $2,034 Shares 11,320 Est. Cost $173.34 Unrealized -6.8%
DIS DISNEY WALT CO 0.6%
Value ($000) $2,032 Shares 15,594 Est. Cost $128.01 Unrealized +4.9%
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $2,027 Shares 14,846 Est. Cost $130.22 Unrealized
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $2,016 Shares 26,551 Est. Cost $58.27 Unrealized -2.7%
USMV ISHARES TR 0.6%
Value ($000) $1,975 Shares 30,807 Est. Cost $62.81 Unrealized
BA BOEING CO 0.6%
Value ($000) $1,961 Shares 5,154 Est. Cost $357.24 Unrealized -1.4%
CSCO CISCO SYS INC 0.6%
Value ($000) $1,903 Shares 38,507 Est. Cost $45.18 Unrealized -5.3%
HON HONEYWELL INTL INC 0.6%
Value ($000) $1,901 Shares 11,236 Est. Cost $138.65 Unrealized +0.5%
GPN GLOBAL PMTS INC 0.6%
Value ($000) $1,895 Shares 11,920 Est. Cost $155.39 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $1,868 Shares 8,017 Est. Cost $41.79 Unrealized +10.7%
MMM 3M CO 0.6%
Value ($000) $1,859 Shares 11,308 Est. Cost $120.63 Unrealized -8.3%
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $1,726 Shares 10,695 Est. Cost $140.97 Unrealized +2.1%
SPHQ INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,674 Shares 49,920 Est. Cost $33.11 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $1,668 Shares 6,120 Est. Cost $269.37 Unrealized
CME CME GROUP INC 0.5%
Value ($000) $1,639 Shares 7,756 Est. Cost $144.47 Unrealized +13.7%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $1,622 Shares 16,923 Est. Cost $67.76 Unrealized +4.1%
MUB ISHARES TR 0.5%
Value ($000) $1,582 Shares 13,862 Est. Cost $113.20 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $1,503 Shares 17,967 Est. Cost $70.22 Unrealized +8.4%
IEFA ISHARES TR 0.4%
Value ($000) $1,495 Shares 24,482 Est. Cost $61.41 Unrealized
ISHARES TR 0.4%
Value ($000) $1,493 Shares 57,699 Est. Cost $25.67 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $1,482 Shares 8,912 Est. Cost $163.41 Unrealized
WRB BERKLEY W R CORP 0.4%
Value ($000) $1,479 Shares 20,474 Est. Cost $23.59 Unrealized +15.1%
AZN ASTRAZENECA PLC 0.4%
Value ($000) $1,444 Shares 32,391 Est. Cost $41.29 Unrealized
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $1,437 Shares 31,875 Est. Cost $35.54 Unrealized +5.5%
NOBL PROSHARES TR 0.4%
Value ($000) $1,367 Shares 19,102 Est. Cost $70.19 Unrealized
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $1,361 Shares 8,694 Est. Cost $128.58 Unrealized +1.2%
IWD ISHARES TR 0.4%
Value ($000) $1,346 Shares 10,492 Est. Cost $127.18 Unrealized
DLR DIGITAL RLTY TR INC 0.4%
Value ($000) $1,311 Shares 10,096 Est. Cost $94.56 Unrealized +3.1%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $1,250 Shares 9,675 Est. Cost $92.76 Unrealized +10.9%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,175 Shares 3,013 Est. Cost $279.77 Unrealized +13.1%
BAC BANK AMER CORP 0.3%
Value ($000) $1,170 Shares 40,118 Est. Cost $24.50 Unrealized +0.3%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1,169 Shares 23,061 Est. Cost $36.12 Unrealized +1.8%
REAVES UTIL INCOME FD 0.3%
Value ($000) $1,159 Shares 31,572 Est. Cost $35.80 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $1,158 Shares 948 Est. Cost $57.46 Unrealized +2.3%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,151 Shares 3,950 Est. Cost $270.70 Unrealized +4.0%
LVHD LEGG MASON ETF INVESTMENT TR 0.3%
Value ($000) $1,150 Shares 34,223 Est. Cost $32.17 Unrealized
V VISA INC 0.3%
Value ($000) $1,129 Shares 6,564 Est. Cost $156.69 Unrealized +8.7%
GSLC GOLDMAN SACHS ETF TR 0.3%
Value ($000) $1,114 Shares 18,593 Est. Cost $58.76 Unrealized
ROYAL DUTCH SHELL PLC 0.3%
Value ($000) $1,050 Shares 17,526 Est. Cost $65.72 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $1,048 Shares 19,053 Est. Cost $49.16 Unrealized +2.5%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $1,043 Shares 5,526 Est. Cost $187.21 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $974 Shares 5,472 Est. Cost $181.44 Unrealized +4.0%
BAX BAXTER INTL INC 0.3%
Value ($000) $937 Shares 10,712 Est. Cost $68.49 Unrealized +10.3%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $937 Shares 23,263 Est. Cost $42.52 Unrealized
MDT MEDTRONIC PLC 0.3%
Value ($000) $924 Shares 8,504 Est. Cost $76.19 Unrealized +14.9%
PAYX PAYCHEX INC 0.3%
Value ($000) $910 Shares 10,999 Est. Cost $69.57 Unrealized -0.6%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $903 Shares 43,790 Est. Cost $13.70 Unrealized +2.7%
SPG SIMON PPTY GROUP INC NEW 0.3%
Value ($000) $880 Shares 5,654 Est. Cost $115.35 Unrealized -5.6%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $875 Shares 6,245 Est. Cost $104.11 Unrealized +3.4%
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $793 Shares 15,896 Est. Cost $51.00 Unrealized
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $776 Shares 4,629 Est. Cost $169.82 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $775 Shares 6,550 Est. Cost $107.97 Unrealized +4.3%
QCOM QUALCOMM INC 0.2%
Value ($000) $769 Shares 10,085 Est. Cost $62.71 Unrealized +3.6%
AVGO BROADCOM INC 0.2%
Value ($000) $764 Shares 2,766 Est. Cost $24.38 Unrealized -1.5%
IVOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $761 Shares 5,830 Est. Cost $130.96 Unrealized
TD TORONTO DOMINION BK ONT 0.2%
Value ($000) $755 Shares 12,955 Est. Cost $56.25 Unrealized +1.1%
PPL PPL CORP 0.2%
Value ($000) $749 Shares 23,798 Est. Cost $23.32 Unrealized -1.2%
GVI ISHARES TR 0.2%
Value ($000) $747 Shares 6,596 Est. Cost $112.23 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $742 Shares 3,413 Est. Cost $215.47 Unrealized +0.8%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.2%
Value ($000) $733 Shares 11,813 Est. Cost $47.56 Unrealized +1.0%
VTR VENTAS INC 0.2%
Value ($000) $729 Shares 9,985 Est. Cost $48.82 Unrealized +12.6%
BTI BRITISH AMERN TOB PLC 0.2%
Value ($000) $723 Shares 19,587 Est. Cost $34.88 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $705 Shares 3,179 Est. Cost $176.42 Unrealized +9.1%
EFX EQUIFAX INC 0.2%
Value ($000) $705 Shares 5,009 Est. Cost $118.90 Unrealized +12.7%
NNBR NN INC 0.2%
Value ($000) $700 Shares 98,184 Est. Cost $8.53 Unrealized -12.6%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $681 Shares 1,816 Est. Cost $267.26 Unrealized +19.2%
IWB ISHARES TR 0.2%
Value ($000) $679 Shares 4,124 Est. Cost $162.79 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $675 Shares 5,873 Est. Cost $97.37 Unrealized +7.9%
MMTM SPDR SERIES TRUST 0.2%
Value ($000) $671 Shares 5,171 Est. Cost $127.83 Unrealized
RAYTHEON CO 0.2%
Value ($000) $660 Shares 3,366 Est. Cost $174.42 Unrealized
CDC VICTORY PORTFOLIOS II 0.2%
Value ($000) $648 Shares 13,937 Est. Cost $45.54 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $635 Shares 12,595 Est. Cost $39.08 Unrealized +1.8%
CSX CSX CORP 0.2%
Value ($000) $611 Shares 8,827 Est. Cost $23.50 Unrealized -9.1%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $609 Shares 2,194 Est. Cost $331.08 Unrealized -11.1%
D DOMINION ENERGY INC 0.2%
Value ($000) $589 Shares 7,262 Est. Cost $56.85 Unrealized +2.7%
IBDR ISHARES TR 0.2%
Value ($000) $585 Shares 22,968 Est. Cost $25.25 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $582 Shares 10,523 Est. Cost $54.63 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $572 Shares 1,915 Est. Cost $294.52 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.2%
Value ($000) $559 Shares 4,073 Est. Cost $110.94 Unrealized +10.5%
VYM VANGUARD WHITEHALL FDS INC 0.2%
Value ($000) $551 Shares 6,214 Est. Cost $87.48 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $548 Shares 1,015 Est. Cost $171.34 Unrealized +0.9%
HSY HERSHEY CO 0.2%
Value ($000) $543 Shares 3,502 Est. Cost $108.95 Unrealized +19.5%
FPE FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $541 Shares 27,402 Est. Cost $19.42 Unrealized
SPYD SPDR SERIES TRUST 0.2%
Value ($000) $541 Shares 14,243 Est. Cost $38.05 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $540 Shares 5,048 Est. Cost $67.73 Unrealized +18.7%
IWM ISHARES TR 0.2%
Value ($000) $520 Shares 3,438 Est. Cost $155.57 Unrealized
PRK PARK NATL CORP 0.2%
Value ($000) $511 Shares 5,393 Est. Cost $96.97 Unrealized -2.8%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $509 Shares 3,664 Est. Cost $134.96 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $503 Shares 7,707 Est. Cost $65.73 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $501 Shares 2,997 Est. Cost $169.42 Unrealized
VARIAN MED SYS INC 0.1%
Value ($000) $494 Shares 4,146 Est. Cost $136.03 Unrealized
MET METLIFE INC 0.1%
Value ($000) $472 Shares 10,000 Est. Cost $37.59 Unrealized +2.4%
NVS NOVARTIS A G 0.1%
Value ($000) $469 Shares 5,398 Est. Cost $91.34 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $468 Shares 3,702 Est. Cost $114.70 Unrealized -3.1%
SYY SYSCO CORP 0.1%
Value ($000) $468 Shares 5,893 Est. Cost $59.55 Unrealized +3.7%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $461 Shares 3,100 Est. Cost $124.99 Unrealized +3.6%
SVC SERVICE PPTYS TR 0.1%
Value ($000) $455 Shares 17,750 Est. Cost $25.63 Unrealized
CSB VICTORY PORTFOLIOS II 0.1%
Value ($000) $453 Shares 10,186 Est. Cost $44.28 Unrealized
AON PLC 0.1%
Value ($000) $444 Shares 2,293 Est. Cost $193.16 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $443 Shares 2,049 Est. Cost $180.08 Unrealized +11.2%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $439 Shares 7,938 Est. Cost $44.10 Unrealized +5.9%
NFLX NETFLIX INC 0.1%
Value ($000) $436 Shares 1,631 Est. Cost $36.08 Unrealized -13.3%
CELGENE CORP 0.1%
Value ($000) $434 Shares 4,373 Est. Cost $92.44 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $428 Shares 3,078 Est. Cost $96.59 Unrealized +8.5%
BND VANGUARD BD INDEX FD INC 0.1%
Value ($000) $425 Shares 5,035 Est. Cost $83.11 Unrealized
UNILEVER PLC 0.1%
Value ($000) $415 Shares 6,905 Est. Cost $61.90 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $412 Shares 5,602 Est. Cost $60.83 Unrealized +2.8%
BB&T CORP 0.1%
Value ($000) $411 Shares 7,704 Est. Cost $49.16 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $406 Shares 3,258 Est. Cost $99.25 Unrealized +15.4%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $392 Shares 2,420 Est. Cost $147.77 Unrealized -1.3%
FSP FRANKLIN STREET PPTYS CORP 0.1%
Value ($000) $390 Shares 46,153 Est. Cost $7.39 Unrealized
FHI FEDERATED INVS INC PA 0.1%
Value ($000) $379 Shares 11,680 Est. Cost $23.36 Unrealized +4.9%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $377 Shares 1,490 Est. Cost $209.73 Unrealized +6.6%
IBDS ISHARES TR 0.1%
Value ($000) $374 Shares 14,441 Est. Cost $25.90 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $369 Shares 5,168 Est. Cost $27.24 Unrealized -4.9%
WELL WELLTOWER INC 0.1%
Value ($000) $364 Shares 4,010 Est. Cost $63.99 Unrealized +11.8%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $361 Shares 6,140 Est. Cost $64.95 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $356 Shares 2,123 Est. Cost $167.22 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $347 Shares 4,463 Est. Cost $78.37 Unrealized
PZA INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $346 Shares 13,045 Est. Cost $26.14 Unrealized
HAS HASBRO INC 0.1%
Value ($000) $345 Shares 2,905 Est. Cost $76.93 Unrealized +16.2%
VFC V F CORP 0.1%
Value ($000) $342 Shares 3,841 Est. Cost $86.16 Unrealized -0.8%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $341 Shares 1,148 Est. Cost $292.68 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $340 Shares 5,974 Est. Cost $49.24 Unrealized -8.0%
BLACKROCK CR ALLCTN INC TR 0.1%
Value ($000) $339 Shares 24,900 Est. Cost $13.05 Unrealized
BLACKROCK INC 0.1%
Value ($000) $338 Shares 757 Est. Cost $469.77 Unrealized
NKE NIKE INC 0.1%
Value ($000) $336 Shares 3,574 Est. Cost $77.16 Unrealized +2.1%
PIMCO CORPORATE INCOME STRAT 0.1%
Value ($000) $334 Shares 18,185 Est. Cost $17.10 Unrealized
LNC LINCOLN NATL CORP IND 0.1%
Value ($000) $334 Shares 5,530 Est. Cost $46.85 Unrealized -5.9%
USB US BANCORP DEL 0.1%
Value ($000) $329 Shares 5,937 Est. Cost $38.93 Unrealized +5.6%
NVDA NVIDIA CORP 0.1%
Value ($000) $323 Shares 1,856 Est. Cost $4.12 Unrealized +1.6%
LAM RESEARCH CORP 0.1%
Value ($000) $318 Shares 1,378 Est. Cost $187.68 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $318 Shares 1,536 Est. Cost $175.18 Unrealized +3.2%
VMC VULCAN MATLS CO 0.1%
Value ($000) $315 Shares 2,080 Est. Cost $120.56 Unrealized +10.9%
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $310 Shares 7,265 Est. Cost $40.04 Unrealized
HUM HUMANA INC 0.1%
Value ($000) $308 Shares 1,206 Est. Cost $239.80 Unrealized +10.5%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $307 Shares 2,563 Est. Cost $80.15 Unrealized +11.0%
BLACKROCK MUNIYIELD QLTY FD 0.1%
Value ($000) $306 Shares 22,535 Est. Cost $13.20 Unrealized
CCL CARNIVAL CORP 0.1%
Value ($000) $303 Shares 6,927 Est. Cost $50.30 Unrealized -10.9%
MCO MOODYS CORP 0.1%
Value ($000) $302 Shares 1,475 Est. Cost $179.45 Unrealized +10.7%
ELV ANTHEM INC 0.1%
Value ($000) $297 Shares 1,235 Est. Cost $249.89 Unrealized +0.6%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $296 Shares 2,380 Est. Cost $97.49 Unrealized +9.8%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $295 Shares 3,640 Est. Cost $80.77 Unrealized
WESTERN ASSET MUN DEF OPP TR 0.1%
Value ($000) $293 Shares 13,550 Est. Cost $21.85 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $293 Shares 2,750 Est. Cost $106.55 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $288 Shares 1,910 Est. Cost $150.06 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $281 Shares 8,014 Est. Cost $23.49 Unrealized -3.6%
GPC GENUINE PARTS CO 0.1%
Value ($000) $280 Shares 2,812 Est. Cost $85.44 Unrealized -6.6%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $279 Shares 2,936 Est. Cost $64.96 Unrealized +13.1%
MA MASTERCARD INC 0.1%
Value ($000) $276 Shares 1,017 Est. Cost $241.35 Unrealized +10.3%
YUM YUM BRANDS INC 0.1%
Value ($000) $275 Shares 2,424 Est. Cost $91.91 Unrealized +10.5%
C CITIGROUP INC 0.1%
Value ($000) $273 Shares 3,958 Est. Cost $52.89 Unrealized +2.4%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $272 Shares 2,626 Est. Cost $110.58 Unrealized -0.6%
ADBE ADOBE INC 0.1%
Value ($000) $267 Shares 965 Est. Cost $277.72 Unrealized +5.1%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $267 Shares 2,959 Est. Cost $92.61 Unrealized
SUNTRUST BKS INC 0.1%
Value ($000) $266 Shares 3,863 Est. Cost $62.92 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $266 Shares 1,203 Est. Cost $183.38 Unrealized 0.0%
SNY SANOFI 0.1%
Value ($000) $265 Shares 5,715 Est. Cost $43.22 Unrealized
FSS FEDERAL SIGNAL CORP 0.1%
Value ($000) $262 Shares 8,000 Est. Cost $24.87 Unrealized +13.6%
ISHARES GOLD TRUST 0.1%
Value ($000) $260 Shares 18,450 Est. Cost $13.50 Unrealized
VRP INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $257 Shares 10,125 Est. Cost $24.95 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $256 Shares 2,571 Est. Cost $109.17 Unrealized
NUVEEN GEORGIA QLTY MUN INC 0.1%
Value ($000) $255 Shares 20,580 Est. Cost $12.39 Unrealized
BLACKROCK MUN INCOME TR 0.1%
Value ($000) $254 Shares 18,000 Est. Cost $13.89 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $252 Shares 1,698 Est. Cost $154.83 Unrealized -3.0%
DOW DOW INC 0.1%
Value ($000) $244 Shares 5,124 Est. Cost $36.37 Unrealized -10.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $244 Shares 1,268 Est. Cost $165.15 Unrealized +6.9%
BCE BCE INC 0.1%
Value ($000) $244 Shares 5,046 Est. Cost $29.17 Unrealized +5.0%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $242 Shares 8,671 Est. Cost $22.83 Unrealized -7.3%
OKE ONEOK INC NEW 0.1%
Value ($000) $238 Shares 3,231 Est. Cost $43.86 Unrealized +6.2%
TOTAL S A 0.1%
Value ($000) $236 Shares 4,548 Est. Cost $55.77 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $233 Shares 1,603 Est. Cost $152.40 Unrealized -6.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $231 Shares 802 Est. Cost $228.09 Unrealized +12.4%
ET ENERGY TRANSFER LP 0.1%
Value ($000) $230 Shares 17,610 Est. Cost $13.92 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $229 Shares 25,621 Est. Cost $10.51 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $228 Shares 24,935 Est. Cost $7.10 Unrealized -2.2%
UNILEVER N V 0.1%
Value ($000) $227 Shares 3,784 Est. Cost $60.80 Unrealized
SYNOVUS FINL CORP 0.1%
Value ($000) $222 Shares 6,215 Est. Cost $35.08 Unrealized
AZO AUTOZONE INC 0.1%
Value ($000) $220 Shares 203 Est. Cost $1052.41 Unrealized +6.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $212 Shares 4,569 Est. Cost $39.23 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $212 Shares 2,768 Est. Cost $51.29 Unrealized 0.0%
IWO ISHARES TR 0.1%
Value ($000) $210 Shares 1,091 Est. Cost $200.53 Unrealized
BUCKEYE PARTNERS L P 0.1%
Value ($000) $206 Shares 5,019 Est. Cost $41.04 Unrealized
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $205 Shares 2,649 Est. Cost $63.47 Unrealized +1.8%
INTU INTUIT 0.1%
Value ($000) $205 Shares 770 Est. Cost $264.00 Unrealized 0.0%
CI CIGNA CORP NEW 0.1%
Value ($000) $205 Shares 1,350 Est. Cost $143.34 Unrealized +3.9%
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $176 Shares 12,276 Est. Cost $13.80 Unrealized
MFS HIGH INCOME MUN TR 0.0%
Value ($000) $83 Shares 15,000 Est. Cost $5.20 Unrealized