Loring Wolcott Coolidge Fa

Latest statistics and disclosures from Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's latest quarterly 13F-HR filing:

Companies in the Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
MasterCard Incorporated (MA) 7.42 1.88M 271.57
American Tower Reit 4.92 1.53M 221.13
Microsoft Corporation (MSFT) 4.22 2.09M +3% 139.03
Fiserv (FISV) 4.10 2.73M 103.59
Intuit (INTU) 3.98 1.03M 265.94
Stryker Corporation (SYK) 3.97 1.26M 216.30
Danaher Corporation (DHR) 3.86 1.84M 144.43
Wright Express 3.60 1.23M 202.07
TJX Companies (TJX) 3.59 4.44M 55.74
Automatic Data Processing (ADP) 2.85 1.22M 161.42
Paycom Software 2.75 903187 209.49
Becton, Dickinson and (BDX) 2.57 698848 252.96
Canadian Natl Ry Co 2.47 1.89M 89.86
Alphabet Inc Class A cs 2.38 134181 1221.14
Church & Dwight (CHD) 2.31 2.11M 75.24
Abbott Laboratories (ABT) 2.28 1.88M 83.67
Amazon (AMZN) 1.93 76745 +5% 1735.91
Starbucks Corporation (SBUX) 1.91 1.48M 88.42
Walt Disney Company (DIS) 1.77 934255 +5% 130.32
Visa (V) 1.68 671771 172.01
Unilever (UL) 1.68 1.92M 60.10
Apple (AAPL) 1.67 514066 -2% 223.97
Nxp Semiconductors N V 1.60 1.01M 109.12
EOG Resources (EOG) 1.46 1.36M +3% 74.22
Adobe Systems Incorporated (ADBE) 1.39 345270 +35% 276.25
Ecolab (ECL) 1.25 433672 198.04
NIKE (NKE) 1.25 916771 93.92
HDFC Bank (HDB) 1.12 1.36M +104% 57.05
salesforce (CRM) 1.12 519231 +31% 148.44
Fortive 1.05 1.05M -7% 68.56
Thermo Fisher Scientific (TMO) 0.94 221950 291.27
Procter & Gamble Company (PG) 0.94 521072 124.38
Johnson & Johnson (JNJ) 0.91 481845 -3% 129.38
Home Depot (HD) 0.83 245338 +9% 232.02
Facebook Inc cl a 0.82 316277 178.08
Occidental Petroleum Corporation (OXY) 0.81 1.25M +2% 44.47
Exxon Mobil Corporation (XOM) 0.75 730486 70.61
Berkshire Hathaway (BRK.B) 0.65 216175 208.02
Philip Morris International (PM) 0.61 551513 75.93
Roper Industries (ROP) 0.61 117433 +3% 356.60
Union Pacific Corporation (UNP) 0.59 252152 161.98
Colgate-Palmolive Company (CL) 0.59 552478 -5% 73.51
IDEXX Laboratories (IDXX) 0.58 146084 271.93
United Technologies Corporation (UTX) 0.52 262242 -6% 136.52
Discovery Communications (DISCA) 0.52 1.33M 26.63
Analog Devices (ADI) 0.46 283610 -7% 111.73
Lowe's Companies (LOW) 0.46 289198 -3% 109.96
McDonald's Corporation (MCD) 0.45 143572 214.71
Pepsi (PEP) 0.44 219297 137.10
Jack Henry & Associates (JKHY) 0.43 204766 145.97
Accenture 0.39 140493 192.35
Alphabet Inc Class C cs 0.39 22225 -7% 1218.99
Broadridge Financial Solutions (BR) 0.38 210252 +4% 124.43
Ross Stores (ROST) 0.33 203801 109.85
QUALCOMM (QCOM) 0.31 276443 76.28
Cognizant Technology Solutions (CTSH) 0.30 340670 -71% 60.26
Edwards Lifesciences (EW) 0.28 88750 +7% 219.91
CVS Caremark Corporation (CVS) 0.23 245791 -19% 63.07
Amgen (AMGN) 0.22 78080 -12% 193.51
Paypal Holdings 0.22 144319 +170% 103.59
Cabot Corporation (CBT) 0.21 315907 45.32
Align Technology (ALGN) 0.18 69229 180.92
Intel Corporation (INTC) 0.14 192708 +4% 51.53
First Republic Bank/san F 0.14 97485 -10% 96.70
Air Products & Chemicals (APD) 0.13 38930 +8% 221.86
Illinois Tool Works (ITW) 0.13 55969 156.50
Chevron Corporation (CVX) 0.12 72061 118.59
Merck & Co (MRK) 0.12 95810 +3% 84.18
Coca-Cola Company (KO) 0.11 141362 54.44
3M Company (MMM) 0.11 44876 164.41
SYSCO Corporation (SYY) 0.11 95491 -5% 79.40
iShares S&P; 500 Index (IVV) 0.11 26146 298.52
MSCI (MSCI) 0.11 36310 217.74
Honeywell International (HON) 0.10 41640 +17% 169.19
Hain Celestial (HAIN) 0.10 335640 -9% 21.48
Abbvie 0.10 93385 75.72
JPMorgan Chase & Co. (JPM) 0.09 53375 117.70
Cummins (CMI) 0.09 38262 -74% 162.67
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.09 24757 +24% 250.64
Veeva Sys Inc cl a 0.09 41343 +4% 152.69
Cisco Systems (CSCO) 0.08 107902 49.41
Paychex (PAYX) 0.08 69081 82.77
Estee Lauder Companies (EL) 0.08 26927 198.95
FedEx Corporation (FDX) 0.07 31664 -21% 145.56
Cintas Corporation (CTAS) 0.07 18537 -3% 268.11
State Street Corporation (STT) 0.06 67208 -54% 59.19
Wal-Mart Stores (WMT) 0.06 34248 118.69
Boeing Company (BA) 0.06 10184 380.50
Vanguard Total Stock Market ETF (VTI) 0.06 27748 -3% 151.00
Amcor Plc 0.06 458473 9.75
Corning Incorporated (GLW) 0.05 123062 -62% 28.52
Norfolk Southern (NSC) 0.05 18272 179.67
Trimble Navigation (TRMB) 0.05 91622 -57% 38.81
Watsco, Incorporated (WSO) 0.05 20874 169.16
ConocoPhillips (COP) 0.05 58751 56.99
Tyler Technologies (TYL) 0.05 14025 -4% 262.53
Rockwell Automation (ROK) 0.05 22701 164.79
Walgreen Boots Alliance 0.05 63871 -28% 55.31
Pfizer (PFE) 0.04 74571 35.93
Brown-Forman Corporation (BF.B) 0.04 47080 62.79
Novartis AG (NVS) 0.04 32341 +8% 86.89
Diageo (DEO) 0.04 16149 163.54
Enbridge Inc 0.04 77048 -5% 35.08
ABIOMED (ABMD) 0.04 14305 +48% 177.87
McCormick & Company, Incorporated (MKC) 0.04 19114 +10% 156.33
Booking Holdings 0.04 1303 -14% 1962.39
Comcast Corporation (CMCSA) 0.03 46214 +14% 45.07
Costco Wholesale Corporation (COST) 0.03 7408 +2% 288.07
SPDR S&P; 500 ETF (SPY) 0.03 6274 -2% 296.78
Wells Fargo & Company (WFC) 0.03 44878 50.45
Deere & Company (DE) 0.03 13192 168.66
General Mills (GIS) 0.03 35781 -9% 55.11
International Business Machines (IBM) 0.03 12181 +4% 145.39
Intuitive Surgical (ISRG) 0.03 3449 539.87
Encana Corp C om 0.03 387991 4.60
Biogen Idec (BIIB) 0.03 8295 232.79
Illumina (ILMN) 0.03 6838 304.18
iShares Russell 1000 Index (IWB) 0.03 13225 164.54
Celgene Corporation (CELG) 0.03 23845 -42% 99.31
Ihs Markit Ltd Shs stock 0.03 29141 66.88
Everbridge, Inc. Cmn 0.03 28816 61.70
Trade Desk 0.03 10687 +4% 187.55
American Express Company (AXP) 0.02 9783 118.27
Bank of America Corporation (BAC) 0.02 53724 -3% 29.17
Discover Financial Services (DFS) 0.02 13286 +7% 81.06
Bristol Myers Squibb (BMY) 0.02 30522 +8% 50.72
NVIDIA Corporation (NVDA) 0.02 7128 174.10
V.F. Corporation (VFC) 0.02 12038 88.97
Raytheon Company (RTN) 0.02 6011 196.14
Altria (MO) 0.02 26310 +5% 40.90
Berkshire Hathaway (BRK.A) 0.02 5 311800.00
Nextera Energy Inc C om 0.02 4589 232.95
Royal Dutch Shell (RDS.A) 0.02 25541 -3% 58.85
Target Corporation (TGT) 0.02 11943 106.92
Unilever N.V. (UN) 0.02 23094 +4% 60.02
iShares MSCI EAFE Index Fund (EFA) 0.02 18703 65.23
Novo Nordisk A/S (NVO) 0.02 29250 -19% 51.69
FactSet Research Systems (FDS) 0.02 4855 243.05
Balchem Corporation (BCPC) 0.02 10505 99.19
Dover Corporation (DOV) 0.02 12403 -14% 99.57
Constellation Brands (STZ) 0.02 6012 207.25
Brookline Ban (BRKL) 0.02 112447 -5% 14.73
Cabot Microelectronics Corporation (CCMP) 0.02 7492 141.22
iShares S&P; SmallCap 600 Index (IJR) 0.02 17335 -11% 77.82
Vanguard Dividend Appreciation ETF (VIG) 0.02 12820 119.58
O'reilly Automotive Inc 0.02 3531 398.47
Mondelez Int 0.02 20531 +25% 55.33
Qualys 0.02 15285 75.56
Diamondback Energy 0.02 12885 +163% 89.87
Zoetis Inc Cl A 0.02 12999 124.62
Alibaba Group Holding Ltd Spon 0.02 6534 167.28
Chubb 0.02 7285 +49% 161.43
Invesco Qqq Trust Series 1 0.02 8773 188.76
Dupont De Nemours Inc Com 0.02 20505 -5% 71.30
BP (BP) 0.01 14544 38.02
iShares MSCI Emerging Markets Indx (EEM) 0.01 14235 40.89
CME (CME) 0.01 2489 211.33
U.S. Ban (USB) 0.01 18637 55.32
Fidelity National Information Services (FIS) 0.01 4966 +3605% 132.70
PNC Financial Services (PNC) 0.01 6103 -3% 140.10
Northern Trust Corporation (NTRS) 0.01 8717 -2% 93.27
Moody's Corporation (MCO) 0.01 2442 +12% 204.75
Caterpillar (CAT) 0.01 5170 +409% 126.31
Eli Lilly & Co. (LLY) 0.01 4771 111.93
Dominion Resources (D) 0.01 5533 +17% 80.97
General Electric Company (GE) 0.01 85406 8.95
United Parcel Service (UPS) 0.01 3076 +4% 119.96
AT&T; (T) 0.01 16483 +29% 37.86
CarMax (KMX) 0.01 5139 87.95
Core Laboratories N.V. (CLB) 0.01 13138 -7% 46.58
Kimberly-Clark Corporation (KMB) 0.01 4659 +4% 142.09
AFLAC Incorporated (AFL) 0.01 9311 52.30
Boston Scientific Corporation (BSX) 0.01 10103 40.68
Timken Company (TKR) 0.01 16000 -4% 43.50
Verizon Communications (VZ) 0.01 13361 +16% 60.32
Emerson Electric (EMR) 0.01 11748 -20% 66.82
Mettler-Toledo International (MTD) 0.01 945 -5% 704.76
Parker-Hannifin Corporation (PH) 0.01 2580 180.62
Schlumberger (SLB) 0.01 14430 34.16
Weyerhaeuser Company (WY) 0.01 23744 +3% 27.71
Gilead Sciences (GILD) 0.01 12626 +6% 63.36
Pool Corporation (POOL) 0.01 1800 201.67
Discovery Communications (DISCK) 0.01 19270 -7% 24.60
Fastenal Company (FAST) 0.01 12450 32.69
Netflix (NFLX) 0.01 3153 267.68
Zimmer Holdings (ZMH) 0.01 3410 -8% 137.24
Donaldson Company (DCI) 0.01 9533 52.03
SPDR Gold Trust (GLD) 0.01 3482 139.00
Energy Select Sector SPDR (XLE) 0.01 6755 59.22
iShares Russell 2000 Index (IWM) 0.01 3028 +2% 151.25
Old National Ban (ONB) 0.01 21966 -11% 17.21
Boston Beer Company (SAM) 0.01 1063 364.06
British American Tobac (BTI) 0.01 12575 36.90
Monro Muffler Brake (MNRO) 0.01 10795 79.02
Valmont Industries (VMI) 0.01 7220 138.50
Kansas City Southern (KSU) 0.01 3460 132.95
iShares S&P; MidCap 400 Index (IJH) 0.01 4234 +14% 193.20
ONEOK (OKE) 0.01 13002 73.68
Simon Property (SPG) 0.01 6299 -3% 155.58
SPDR Dow Jones Industrial Average ETF (DIA) 0.01 2000 269.00
SPDR S&P; MidCap 400 ETF (MDY) 0.01 2290 352.40
Tesla Motors (TSLA) 0.01 1673 +6% 240.88
Vanguard European ETF (VGK) 0.01 16900 53.61
Te Connectivity Ltd for 0.01 7130 -50% 93.13
Servicenow 0.01 2767 +17% 253.70
Wp Carey 0.01 10000 89.50
Cdk Global Inc equities 0.01 11489 -3% 48.13
Lamar Advertising Co-a 0.01 7285 81.95
Outfront Media 0.01 33000 +65% 27.79
Medtronic 0.01 6301 +39% 108.55
Equinix 0.01 778 +25% 577.12
Lindblad Expeditions Hldgs I Com Added 0.01 59306 16.76
S&p Global 0.01 2921 +24% 245.12
Johnson Controls International Plc equity 0.01 17329 -3% 43.91
Linde Plc 0.01 2530 -20% 193.68
Cigna Corp New 0.01 3924 +34% 151.89
Dow Inc 0.01 19973 -5% 47.66
Corteva Inc Com 0.01 19888 -8% 28.01
E TRADE Financial Corporation (ETFC) 0.00 38 52.63
Packaging Corporation of America (PKG) 0.00 255 105.88
Huntington Bancshares Incorporated (HBAN) 0.00 1000 14.00
Hasbro (HAS) 0.00 12 83.33
Petroleo Brasileiro SA (PBR) 0.00 8475 14.51
Owens Corning (OC) 0.00 575 62.61
CMS Energy Corporation (CMS) 0.00 37 -67% 54.05
Portland General Electric Company (POR) 0.00 1143 55.99
ANSYS (ANSS) 0.00 46 217.39
BlackRock (BLK) 0.00 655 -7% 445.80
Goldman Sachs (GS) 0.00 170 205.88
Progressive Corporation (PGR) 0.00 1107 77.69
Renaissance Re Holdings Ltd Cmn 0.00 550 -8% 192.73
Charles Schwab Corporation (SCHW) 0.00 5703 41.91
Assurant (AIZ) 0.00 14 142.86
Principal Financial (PFG) 0.00 1145 -48% 56.77
Lincoln National Corporation (LNC) 0.00 1553 60.53
Arthur J. Gallagher & Co. (AJG) 0.00 12 83.33
Ameriprise Financial (AMP) 0.00 804 -5% 146.77
People's United Financial (PBCT) 0.00 7498 15.60
NASDAQ OMX (NDAQ) 0.00 23 86.96
Suntrust Banks Inc $1.00 Par Cmn 0.00 2565 68.62
Cabot Oil & Gas Corporation (COG) 0.00 5385 17.64
CSX Corporation (CSX) 0.00 285 70.18
Devon Energy Corporation (DVN) 0.00 942 24.42
IAC/InterActive (IACI) 0.00 46 217.39
M&T; Bank Corporation (MTB) 0.00 840 158.33
Range Resources (RRC) 0.00 4680 3.85
Waste Management (WM) 0.00 208 115.38
Dick's Sporting Goods (DKS) 0.00 200 40.00
Via (VIA.B) 0.00 33 0.00
Baxter International (BAX) 0.00 1225 87.35
Incyte Corporation (INCY) 0.00 620 NEW 74.19
Vertex Pharmaceuticals Incorporated (VRTX) 0.00 844 +11% 169.43
Sony Corporation (SNE) 0.00 2080 NEW 59.13
CBS Corporation (CBS) 0.00 35 28.57
Brookfield Asset Management (BAM.A) 0.00 2000 53.00
Bunge Limited 0.00 551 56.26
Consolidated Edison (ED) 0.00 2700 94.44
FirstEnergy (FE) 0.00 1931 48.16
Cardinal Health (CAH) 0.00 550 47.27
Apache Corporation (APA) 0.00 4675 25.67
Autodesk (ADSK) 0.00 398 +17% 148.24
Cerner Corporation (CERN) 0.00 1258 -3% 68.36
Citrix Systems (CTXS) 0.00 1215 +31% 96.30
Copart (CPRT) 0.00 18 55.56
Genuine Parts Company (GPC) 0.00 1409 99.36
Hologic (HOLX) 0.00 33 -62% 60.61
LKQ Corporation (LKQX) 0.00 4600 31.52
Lincoln Electric Holdings (LECO) 0.00 10 0.00
Mercury General Corporation (MCY) 0.00 80 NEW 50.00
Microchip Technology (MCHP) 0.00 48 -68% 83.33
Newmont Mining Corporation (NEM) 0.00 8288 +144% 37.89
Northrop Grumman Corporation (NOC) 0.00 285 375.44
Nucor Corporation (NUE) 0.00 500 50.00
Public Storage (PSA) 0.00 100 250.00
Ryder System (R) 0.00 500 52.00
Sealed Air (SEE) 0.00 22 -65% 0.00
Stanley Black & Decker (SWK) 0.00 600 145.00
T. Rowe Price (TROW) 0.00 500 114.00
Sherwin-Williams Company (SHW) 0.00 460 +31% 550.00
Travelers Companies (TRV) 0.00 215 -35% 148.84
W.W. Grainger (GWW) 0.00 7 -90% 285.71
Zebra Technologies (ZBRA) 0.00 15 200.00
Global Payments (GPN) 0.00 92 163.04
Transocean Ltd. 0.00 3195 4.38
Harley-Davidson (HOG) 0.00 2500 36.00
Tiffany & Co. (TIF) 0.00 2850 -5% 92.63
Verisign (VRSN) 0.00 509 188.61
Akamai Technologies (AKAM) 0.00 350 91.43
Morgan Stanley (MS) 0.00 625 -14% 43.20
Comerica Incorporated (CMA) 0.00 2520 +3964% 65.87
International Paper Company (IP) 0.00 925 +31% 42.16
Newell Rubbermaid (NWL) 0.00 5389 18.74
SVB Financial (SIVB) 0.00 463 +358% 209.50
Western Digital (WDC) 0.00 650 60.00
Winnebago Industries (WGO) 0.00 1000 38.00
International Flavors & Fragrances (IFF) 0.00 227 +2422% 123.35
Cooper Companies (COO) 0.00 38 -13% 289.47
Whirlpool Corporation (WHR) 0.00 231 160.17
United Rentals (URI) 0.00 200 125.00
AmerisourceBergen (ABC) 0.00 70 85.71
Xilinx (XLNX) 0.00 54 92.59
Mohawk Industries (MHK) 0.00 226 -3% 123.89
Coherent (COHR) 0.00 250 152.00
JetBlue Airways Corporation (JBLU) 0.00 1500 16.67
Unum (UNM) 0.00 825 30.30
Plantronics (PLT) 0.00 650 NEW 36.92
Tyson Foods (TSN) 0.00 540 87.04
Eastman Chemical Company (EMN) 0.00 27 -60% 74.07
AstraZeneca (AZN) 0.00 998 44.09
Haemonetics Corporation (HAE) 0.00 461 NEW 125.81
Synopsys (SNPS) 0.00 25 120.00
Cadence Design Systems (CDNS) 0.00 42 71.43
Valero Energy Corporation (VLO) 0.00 49 81.63
Waters Corporation (WAT) 0.00 230 NEW 221.74
Kroger (KR) 0.00 1977 -17% 25.80
Yum! Brands (YUM) 0.00 1825 113.42
McKesson Corporation (MCK) 0.00 1513 136.81
PerkinElmer (PKI) 0.00 26 76.92
American Financial (AFG) 0.00 4 0.00
Williams-Sonoma (WSM) 0.00 20 50.00
Lockheed Martin Corporation (LMT) 0.00 33 393.94
AEGON N.V. (AEG) 0.00 10000 4.10
Allstate Corporation (ALL) 0.00 1548 -20% 108.53
Capital One Financial (COF) 0.00 27 74.07
DISH Network (DISH) 0.00 5 NEW 0.00
eBay (EBAY) 0.00 2297 +39% 39.18
GlaxoSmithKline (GSK) 0.00 950 43.16
Marsh & McLennan Companies (MMC) 0.00 2041 -2% 99.95
Sanofi-Aventis SA (SNY) 0.00 808 NEW 45.79
Texas Instruments Incorporated (TXN) 0.00 682 129.03
UnitedHealth (UNH) 0.00 911 -44% 217.34
John Wiley & Sons (JW.A) 0.00 471 NEW 44.59
American Electric Power Company (AEP) 0.00 1031 +34% 94.08
White Mountains Insurance Gp 0.00 4 1000.00
Agilent Technologies Inc C ommon 0.00 514 75.88
Canadian Pacific Railway Ltd 0.00 570 222.81
Ford Motor Company (F) 0.00 1000 -10% 9.00
Echostar Corporation (SATS) 0.00 22 0.00
TOTAL S.A. (TOT) 0.00 4320 52.08
Williams Companies (WMB) 0.00 3500 NEW 24.00
Canadian Natural Resources 0.00 200 -91% 25.00
Stericycle (SRCL) 0.00 700 -30% 51.43
Buckeye Partners (BPL) 0.00 700 -11% 41.43
Henry Schein (HSIC) 0.00 500 64.00
Southern Company (SO) 0.00 968 -11% 61.98
Anheuser-Busch InBev NV (BUD) 0.00 50 -91% 100.00
Brown-Forman Corporation (BF.A) 0.00 355 59.15
General Dynamics Corporation (GD) 0.00 475 183.16
Marriott International (MAR) 0.00 53 132.08
Manpower (MAN) 0.00 375 85.33
Clorox Company (CLX) 0.00 55 145.45
Fifth Third Ban (FITB) 0.00 1306 +4403% 27.57
Prudential Financial (PRU) 0.00 300 90.00
Sturm, Ruger & Company (RGR) 0.00 95 42.11
Hershey Company (HSY) 0.00 1416 -3% 154.66
Kellogg Company (K) 0.00 1133 64.43
Dollar Tree (DLTR) 0.00 91 109.89
D.R. Horton (DHI) 0.00 60 50.00
Coca-Cola Bottling Co. Consolidated (COKE) 0.00 312 304.49
AutoZone (AZO) 0.00 14 1071.43
Omni (OMC) 0.00 1274 78.49
AvalonBay Communities (AVB) 0.00 384 216.15
Vornado Realty Trust (VNO) 0.00 2000 -33% 63.50
CoStar (CSGP) 0.00 8 625.00
ConAgra Foods (CAG) 0.00 2666 30.76
NewMarket Corporation (NEU) 0.00 4 500.00
Xcel Energy (XEL) 0.00 1115 64.57
Alliance Data Systems Corporation (ADS) 0.00 175 125.71
Applied Materials (AMAT) 0.00 1444 49.86
Aptar (ATR) 0.00 8 0.00
C.H. Robinson Worldwide (CHRW) 0.00 2665 -16% 84.80
Chesapeake Energy Corporation (CHK) 0.00 7000 1.43
First Solar (FSLR) 0.00 3265 57.89
Oracle Corporation (ORCL) 0.00 5104 55.05
PACCAR (PCAR) 0.00 13 0.00
Pioneer Natural Resources (PXD) 0.00 2019 125.80
Robert Half International (RHI) 0.00 21 -61% 47.62
Thor Industries (THO) 0.00 13 0.00
J.M. Smucker Company (SJM) 0.00 2716 110.09
Varian Medical Systems (VAR) 0.00 160 118.75
Meredith Corporation (MDP) 0.00 880 -41% 36.36
Toyota Motor Corporation (TM) 0.00 290 134.48
Carlisle Companies (CSL) 0.00 225 146.67
Avis Budget (CAR) 0.00 450 28.89
ACCO Brands Corporation (ABD) 0.00 3500 10.00
Take-Two Interactive Software (TTWO) 0.00 85 129.41
Delta Air Lines (DAL) 0.00 500 58.00
W.R. Grace & Co. (GRA) 0.00 11 0.00
Advanced Micro Devices (AMD) 0.00 500 28.00
NetEase (NTES) 0.00 1015 266.01
Amphenol Corporation (APH) 0.00 1600 -3% 96.25
iShares NASDAQ Biotechnology Index (IBB) 0.00 84 -92% 95.24
Industrial SPDR (XLI) 0.00 6 NEW 0.00
Tenne (TEN) 0.00 1000 13.00
Activision Blizzard (ATVI) 0.00 1800 NEW 52.78
Wyndham Worldwide Corporation (WYN) 0.00 1520 46.05
First Horizon National Corporation (FHN) 0.00 124 16.13
Baidu (BIDU) 0.00 1765 102.55
American Axle & Manufact. Holdings (AXL) 0.00 2500 8.40
Boston Private Financial Holdings (BPFH) 0.00 2574 NEW 11.66
Enterprise Products Partners 0.00 6950 28.63
Key (KEY) 0.00 820 18.29
Sun Life Financial Inc 0.00 7000 -22% 44.86
Zions Bancorporation (ZION) 0.00 35 -68% 57.14
AeroVironment (AVAV) 0.00 500 54.00
Apogee Enterprises (APOG) 0.00 825 38.79
Lam Research Corporation (LRCX) 0.00 7 -70% 285.71
MKS Instruments (MKSI) 0.00 400 92.50
TowneBank (TOWN) 0.00 3510 27.92
Acuity Brands (AYI) 0.00 150 -96% 133.33
Camden National Corporation (CAC) 0.00 600 43.33
Chipotle Mexican Grill (CMG) 0.00 302 841.06
Quest Diagnostics Incorporated (DGX) 0.00 1900 106.84
Euronet Worldwide (EEFT) 0.00 1769 +63% 146.41
Essex Property Trust (ESS) 0.00 6 333.33
Energy Transfer Equity (ETE) 0.00 22413 +115% 13.07
Hill-Rom Holdings (HRC) 0.00 24 125.00
Hormel Foods Corporation (HRL) 0.00 19 0.00
Ingersoll-rand Co Ltd-cl A 0.00 727 NEW 123.80
Banco Itau Holding Financeira S.A. (ITUB) 0.00 5673 8.46
Lithia Motors (LAD) 0.00 325 132.31
Alliant Energy Corporation (LNT) 0.00 435 NEW 52.87
Manhattan Associates (MANH) 0.00 210 80.95
MetLife (MET) 0.00 283 45.94
Morningstar (MORN) 0.00 46 152.17
Medical Properties Trust (MPW) 0.00 1300 19.23
Vail Resorts (MTN) 0.00 1192 227.35
Oge Energy Corp (holding Co) Com Stk 0.00 25 40.00
Sally Beauty Holdings (SBH) 0.00 1475 14.92
Banco Santander, S.A. (STD) 0.00 400 5.00
Teleflex Incorporated (TFX) 0.00 8 -73% 375.00
Textron (TXT) 0.00 1408 49.01
Westpac Banking Corporation (WBK) 0.00 2000 20.00
Wintrust Financial Corporation (WTFC) 0.00 18 55.56
Cree (CREE) 0.00 780 48.72
California Water Service (CWT) 0.00 752 NEW 53.19
Diana Shipping Inc Com 0.00 15760 3.36
Hexcel Corporation (HXL) 0.00 3262 -9% 82.16
Lululemon Athletica Inc 0.00 1370 +102% 192.70
Sabine Royalty Trust (SBR) 0.00 1437 43.15
Skyworks Solutions (SWKS) 0.00 298 -55% 80.54
Hanover Insurance (THG) 0.00 910 -9% 135.16
Tompkins Financial Corporation (TMP) 0.00 575 +130% 81.74
Wabtec Corporation (WAB) 0.00 140 -18% 71.43
Washington Federal (WFSL) 0.00 245 36.73
Aqua America (WTR) 0.00 2342 44.83
Agnico Com 0.00 2350 -9% 53.62
CHECK POINT SOFTWARE Technolog Com Stk 0.00 1956 109.41
Fresenius Medical Care AG & Co. (FMS) 0.00 926 33.48
Hancock Holding Company (HBHC) 0.00 23 0.00
MasTec (MTZ) 0.00 24 83.33
Realty Income (O) 0.00 2986 76.69
Ormat Technologies (ORA) 0.00 1075 74.42
Rigel Pharmaceuticals (RIGL) 0.00 27 0.00
Scotts Miracle-Gro Company (SMG) 0.00 12 83.33
SYNNEX Corporation (SNX) 0.00 300 113.33
Sunopta Inc Com 0.00 3520 -45% 1.70
Washington Trust Ban (WASH) 0.00 1089 48.67
Westlake Chemical Corporation (WLK) 0.00 375 66.67
Watts Water Technologies (WTS) 0.00 84 95.24
AMETEK (AME) 0.00 321 90.34
Flowers Foods (FLO) 0.00 5510 23.05
Magellan Midstream Partners (MMP) 0.00 2400 66.25
United Natural Foods (UNFI) 0.00 370 -89% 10.81
Middlesex Water Company (MSEX) 0.00 1000 65.00
Dex (DXCM) 0.00 460 150.00
First Merchants Corporation (FRME) 0.00 480 37.50
iRobot Corporation (IRBT) 0.00 700 61.43
PetMed Express (PETS) 0.00 975 18.46
Tor Dom Bk Cad Com 0.00 5466 58.18
Alnylam Pharmaceuticals (ALNY) 0.00 2025 80.49
iShares Gold Trust (IAU) 0.00 632 NEW 14.24
Technology SPDR (XLK) 0.00 3300 80.61
Dana Holding Corporation (DAN) 0.00 2000 14.50
EQT Corporation (EQT) 0.00 1375 10.91
Panhandle Oil and Gas (PHX) 0.00 1405 14.23
Pope Resources (POPE) 0.00 2000 70.50
Discovery Communications (DISCB) 0.00 1000 33.00
Suncor Energy Inc New 0.00 6805 31.59
Manulife Finl Corp 0.00 1750 18.29
Boston Properties (BXP) 0.00 290 131.03
Altra Holdings (AIMC) 0.00 900 NEW 27.78
American International (AIG) 0.00 325 55.38
American Water Works (AWK) 0.00 2620 +29% 124.05
Ball Corporation (BLL) 0.00 1851 72.93
CBOE Holdings (CBOE) 0.00 100 110.00
iShares Russell Midcap Value Index (IWS) 0.00 740 -43% 89.19
iShares Russell 3000 Index (IWV) 0.00 725 173.79
Kimco Realty Corporation (KIM) 0.00 655 21.37
Liberty Property Trust (LRY) 0.00 400 NEW 52.50
Vanguard Small-Cap Value ETF (VBR) 0.00 70 NEW 128.57
Vanguard Europe Pacific ETF (VEA) 0.00 1420 40.85
Weingarten Realty Investors (WRI) 0.00 4085 29.13
Dollar General (DG) 0.00 37 162.16
Insulet Corporation (PODD) 0.00 1000 165.00
Northern Dynasty Minerals Lt 0.00 3000 0.67
Spirit AeroSystems Holdings (SPR) 0.00 25 80.00
Colfax Corporation (CFX) 0.00 45 22.22
iShares Silver Trust (SLV) 0.00 375 NEW 16.00
ORBCOMM (ORBC) 0.00 1000 5.00
Amarin Corporation (AMRN) 0.00 6662 -50% 15.16
Makemytrip Limited Mauritius shs 0.00 2630 22.81
EXACT Sciences Corporation (EXAS) 0.00 45 -65% 88.89
Vanguard Emerging Markets ETF (VWO) 0.00 3894 -19% 40.32
WisdomTree Emerging Mkts Small Cp Div Fd (DGS) 0.00 225 44.44
Vanguard FTSE All-World ex-US ETF (VEU) 0.00 4825 -41% 49.95
Vanguard Value ETF (VTV) 0.00 1550 111.61
iShares Russell Midcap Growth Idx. (IWP) 0.00 1100 140.91
Vanguard Small-Cap ETF (VB) 0.00 1480 154.05
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 0.00 650 53.85
Hsbc Hldgs Plc adr a 1/40pf a 0.00 9000 26.33
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 0.00 2825 66.19
Ss&c Technologies Holding 0.00 22 45.45
Motorola Solutions (MSI) 0.00 950 170.53
iShares FTSE KLD Select Scil Idx Fd (KLD) 0.00 1726 -5% 123.41
Vanguard REIT ETF (VNQ) 0.00 1800 93.33
Takeda Pharmaceutical (TKPYY) 0.00 911 17.56
Vanguard Consumer Discretionary ETF (VCR) 0.00 1400 180.00
Jp Morgan Alerian Mlp Index 0.00 250 24.00
WisdomTree Intl. LargeCap Div Fd (DOL) 0.00 1500 46.00
iShares Dow Jones US Energy Sector (IYE) 0.00 4950 31.72
WisdomTree Equity Income Fund (DHS) 0.00 151 NEW 72.85
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.00 1500 102.00
Vanguard Short Term Corporate Bond ETF (VCSH) 0.00 450 80.00
WisdomTree Intl. SmallCap Div Fd. (DLS) 0.00 950 63.16
WisdomTree Intl. MidCap Dividend F (DIM) 0.00 1900 60.53
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.00 750 -16% 101.33
Vanguard Total World Stock Idx Fd (VT) 0.00 1000 75.00
Pembina Pipeline Corp 0.00 4598 36.97
Cambridge Ban (CATC) 0.00 300 76.67
Schwab Intl Small Cap Equity ETF (SCHC) 0.00 396 NEW 32.83
Vanguard Intl Equity Index F glb ex us etf 0.00 640 +47% 57.81
United Ban (UBCP) 0.00 15536 11.14
American Intl Group Inc 0.00 11782 14.26
Huntington Ingalls Inds. Inc. 0.00 190 210.53
Meritor Inc 0.00 741 18.89
Materion Corporation 0.00 457 61.27
HCA HOLDINGS Inc 0.00 1034 -4% 120.89
Interxion Holding N.v shs 0.00 1195 NEW 81.17
Citigroup Inc 0.00 3848 -14% 69.13
Spdr Series Trust brcly em locl 0.00 200 25.00
Amc Networks Inc Cl A 0.00 500 50.00
Hollyfrontier Corp 0.00 27 37.04
Marathon Petroleum Corp 0.00 878 60.36
Dunkin' Brands Group 0.00 50 80.00
Xylem 0.00 3851 +36% 79.72
Expedia 0.00 2 NEW 0.00
Wpx Energy 0.00 5500 NEW 10.55
Jazz Pharmaceuticals 0.00 175 -15% 125.71
Spdr Ser Tr cmn 0.00 626 NEW 30.35
Verastem 0.00 15595 1.22
Epam Systems 0.00 80 187.50
Phillips 66 0.00 1146 +24% 102.09
Ishares Tr cmn 0.00 225 26.67
Duke Energy 0.00 436 96.33
Interface 0.00 1900 NEW 14.21
Proofpoint 0.00 13 153.85
Ishares Inc emrgmkt dividx 0.00 105 NEW 38.10
Palo Alto Networks 0.00 1040 203.85
Eaton 0.00 1410 -15% 82.98
Workday Inc cl a 0.00 200 170.00
Realogy Hldgs 0.00 2200 6.82
Ptc 0.00 109 64.22
Bright Horizons Fam Sol In D 0.00 802 +2487% 152.12
Norwegian Cruise Line Hldgs shs 0.00 600 51.67
Liberty Global Inc C 0.00 3093 23.92
Liberty Global Inc Com Ser A 0.00 1030 24.27
Coty Inc Cl A 0.00 937 -28% 10.67
Gw Pharmaceuticals Plc ads 0.00 60 116.67
Portola Pharmaceuticals 0.00 10 0.00
*wisdomtreetrusdivdgrtfdadded 0.00 3000 45.00
Bluebird Bio 0.00 375 91.43
Acceleron Pharma 0.00 337 38.58
Vanguard S&p 500 Etf idx fd 0.00 88 272.73
Intercontinentalexchange 0.00 769 +368% 92.33
Ambev Sa- 0.00 15200 4.61
Sirius Xm Holdings 0.00 21265 6.25
Twitter 0.00 40 50.00
Antero Res 0.00 2750 2.91
Macrogenics 0.00 213 14.08
Fidelity msci utils index 0.00 199 NEW 40.20
Vodafone Group New Adr F 0.00 6761 19.97
Q2 Holdings 0.00 3330 78.98
Synovus Finl 0.00 700 NEW 35.71
Pentair cs 0.00 300 -15% 36.67
Ally Financial 0.00 1100 32.73
Parsley Energy Inc-class A 0.00 15700 16.82
Timkensteel 0.00 8000 6.25
Nextera Energy Partners 0.00 3900 NEW 52.82
Sabre 0.00 1100 NEW 22.73
Radius Health 0.00 10 0.00
Five9 0.00 58 51.72
Michaels Cos Inc/the 0.00 2000 10.00
Sage Therapeutics 0.00 50 140.00
Citizens Financial 0.00 825 35.15
Bio-techne Corporation 0.00 8 250.00
Anthem 0.00 19 263.16
Crown Castle Intl 0.00 1707 +456% 138.84
Liberty Broadband Cl C 0.00 679 104.57
Liberty Broadband Corporation 0.00 261 103.45
Wayfair 0.00 1000 112.00
Qorvo 0.00 1452 +7% 74.38
Eversource Energy 0.00 1188 85.86
Petroleum & Res Corp Com cef 0.00 7648 NEW 15.82
Allergan 0.00 275 -11% 167.27
Monster Beverage Corp Com stock 0.00 134 59.70
Tegna Inc Com stock 0.00 500 16.00
Wec Energy Group Inc Com stock 0.00 205 92.68
Kraft Heinz 0.00 667 +132% 28.49
Black Stone Minerals 0.00 15000 +275% 14.27
Transunion 0.00 90 77.78
Chemours 0.00 5076 14.97
Westrock 0.00 675 37.04
Hp 0.00 13897 18.92
Hewlett Packard Enterprise 0.00 12897 15.20
Hubbell 0.00 100 -33% 130.00
Square Inc cl a 0.00 825 61.82
Atlassian Corp Plc cl a 0.00 390 +23% 125.64
Voyager Therapeutics 0.00 2100 17.14
Nuveen Barclays Shrt Term Muni bdfund 0.00 3000 49.00
Dentsply Sirona 0.00 2345 -2% 53.30
Liberty Media Corp Series C Li 0.00 498 42.17
Liberty Media Corp Del Com Ser 0.00 249 40.16
Liberty Media Corp Delaware Com A Siriusxm 0.00 6715 41.55
Liberty Media Corp Delaware Com C Siriusxm 0.00 2100 41.90
Itt 0.00 15 0.00
California Res Corp Com New stock 0.00 10860 10.22
Waste Connections Inc Com stock 0.00 1072 92.35
Charter Communications Inc New Cl A cl a 0.00 4 -60% 500.00
* Atn Intl Inc Com stock 0.00 250 60.00
Twilio Inc cl a 0.00 410 +4% 109.76
Advansix Inc Com stock 0.00 68 +13% 29.41
Kinsale Cap Group Inc Com stock 0.00 1200 103.33
Versum Matls Inc Com stock 0.00 205 53.66
Nutanix Inc cl a 0.00 1000 -24% 26.00
Ishares Msci Japan 0.00 773 56.92
Centennial Resource Developmen cs 0.00 752 3.99
Yum China Holdings 0.00 1825 45.48
Lions Gate Entmnt Corp cl b non vtg 0.00 27 0.00
Sba Communications Corp Com stock 0.00 379 +601% 240.11
Janus Short Duration 0.00 5962 49.98
Canopy Gro 0.00 1600 NEW 23.12
Lilis Energy 0.00 500 0.00
Dxc Technology 0.00 248 28.23
Alteryx 0.00 1000 107.00
Cars 0.00 166 6.02
Okta Inc cl a 0.00 40 +135% 100.00
Urban One Inc cl d non vtg 0.00 4500 2.00
Tocagen 0.00 2898 0.69
Brighthouse Finl Inc Com 0.00 32 31.25
Iqvia Holdings Inc 0.00 254 NEW 149.61
Encompass Health Corp 0.00 128 62.50
Cnx Resources Corporation 0.00 1998 7.51
Consol Energy Inc 0.00 249 16.06
Liberty Latin America Ltd 0.00 2173 17.03
Mongodb Inc. Class A 0.00 410 +3% 119.51
Liberty Latin America Ser C 0.00 534 16.85
Sensata Technolo 0.00 525 49.52
On Assignment Inc 0.00 1822 63.12
Gci Liberty Incorporated Com 0.00 21 47.62
Dropbox Inc-class A 0.00 300 -70% 20.00
Broadcom Ltd 0.00 818 +4444% 276.28
Pagseguro Digital Ltd-cl A 0.00 3245 46.22
Spotify Technology Sa 0.00 75 120.00
Wyndham Hotels And Resorts Inc 0.00 1520 51.97
Jefferies Finl Group Inc 0.00 2000 18.50
Invesco S&p 500 Equal Weight Etf 0.00 500 NEW 108.00
Invesco S&p 500 Low Volatility Etf 0.00 1355 57.56
Invesco Exchange Traded Fd T s&p500 pur gwt 0.00 500 NEW 118.00
Invesco Exchange Traded Fd T s&p500 pur val 0.00 750 NEW 65.33
Apergy Corp 0.00 7500 27.07
Zuora Inc ordinary shares 0.00 160 +100% 12.50
Invesco Etf s&p500 eql stp 0.00 84 NEW 142.86
Invesco Exchange Traded Fd T ftse rafi 1500 0.00 86 NEW 127.91
Sohu Com Ltd sponsored ads 0.00 100 10.00
Keurig Dr Pepper Inc Com stock 0.00 400 27.50
Bank Ozk 0.00 1822 27.44
Garrett Motion Inc 0.00 170 +13% 11.76
Elanco Animal Health Inc 0.00 2116 26.47
Resideo Technologies Inc 0.00 2343 14.51
Dell Technologies Inc 0.00 200 +48% 50.00
Tencent Music Entertco L spon ad 0.00 500 12.00
Fox Corp 0.00 16 62.50
Covetrus Inc 0.00 1008 -13% 11.90
Tc Energy Corp 0.00 3295 51.90
Atlantic Union B 0.00 6473 37.23
Cornerstone Buil 0.00 3000 6.00
Alcon Inc 0.00 1849 -66% 58.41
L3harris Technologies Inc Com stock 0.00 396 NEW 209.60
Blackstone Group Inc Com Cl A stock 0.00 625 NEW 49.60
Beyond Meat Inc 0.00 400 147.50
Kontoor Brands Inc 0.00 1643 -4% 35.30
Xerox Corp 0.00 12 NEW 0.00
Globe Life Inc 0.00 750 NEW 96.00

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