Baldwin Brothers as of March 31, 2018
Portfolio Holdings for Baldwin Brothers
Baldwin Brothers holds 497 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Amazon (AMZN) | 4.9 | $31M | 21k | 1447.34 | |
Apple (AAPL) | 4.2 | $26M | 155k | 167.78 | |
Alphabet Inc Class A cs (GOOGL) | 3.3 | $20M | 20k | 1037.14 | |
Microsoft Corporation (MSFT) | 2.9 | $18M | 196k | 91.27 | |
Berkshire Hathaway (BRK.B) | 2.8 | $18M | 88k | 199.48 | |
iShares Barclays TIPS Bond Fund (TIP) | 2.7 | $17M | 146k | 113.05 | |
Paypal Holdings (PYPL) | 2.5 | $16M | 205k | 75.87 | |
Blackstone | 2.4 | $15M | 462k | 31.95 | |
Marriott International (MAR) | 2.1 | $13M | 97k | 135.98 | |
Humana (HUM) | 2.1 | $13M | 48k | 268.83 | |
Costco Wholesale Corporation (COST) | 2.0 | $13M | 67k | 188.43 | |
Merck & Co (MRK) | 2.0 | $13M | 232k | 54.47 | |
Pepsi (PEP) | 2.0 | $13M | 115k | 109.15 | |
Cohen & Steers Ltd Dur Pfd I (LDP) | 2.0 | $13M | 488k | 25.52 | |
United Parcel Service (UPS) | 1.9 | $12M | 115k | 104.66 | |
Amgen (AMGN) | 1.8 | $11M | 66k | 170.48 | |
Bank of America Corporation (BAC) | 1.7 | $11M | 357k | 29.99 | |
First Republic Bank/san F (FRCB) | 1.7 | $11M | 113k | 92.61 | |
Hasbro (HAS) | 1.6 | $10M | 120k | 84.30 | |
Visa (V) | 1.6 | $10M | 84k | 119.63 | |
Union Pacific Corporation (UNP) | 1.6 | $9.9M | 73k | 134.43 | |
Enterprise Products Partners (EPD) | 1.5 | $9.1M | 371k | 24.48 | |
EOG Resources (EOG) | 1.4 | $8.9M | 85k | 105.27 | |
Medtronic (MDT) | 1.4 | $8.6M | 107k | 80.22 | |
Starbucks Corporation (SBUX) | 1.3 | $8.2M | 142k | 57.89 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 1.3 | $8.1M | 81k | 99.35 | |
Verizon Communications (VZ) | 1.3 | $7.9M | 165k | 47.82 | |
Lockheed Martin Corporation (LMT) | 1.2 | $7.6M | 23k | 337.95 | |
Exxon Mobil Corporation (XOM) | 1.2 | $7.6M | 102k | 74.61 | |
Alphabet Inc Class C cs (GOOG) | 1.2 | $7.5M | 7.3k | 1031.92 | |
Sealed Air (SEE) | 1.2 | $7.2M | 169k | 42.79 | |
Maxim Integrated Products | 1.1 | $6.8M | 113k | 60.22 | |
Magellan Midstream Partners | 1.1 | $6.7M | 116k | 58.35 | |
S&p Global (SPGI) | 1.1 | $6.7M | 35k | 191.07 | |
Nextera Energy (NEE) | 1.0 | $6.4M | 39k | 163.33 | |
SPDR Gold Trust (GLD) | 1.0 | $6.1M | 49k | 125.80 | |
KLA-Tencor Corporation (KLAC) | 1.0 | $6.1M | 56k | 109.01 | |
AvalonBay Communities (AVB) | 1.0 | $6.1M | 37k | 164.46 | |
PNC Financial Services (PNC) | 1.0 | $5.9M | 39k | 151.24 | |
Manulife Finl Corp (MFC) | 0.9 | $5.7M | 309k | 18.58 | |
Honeywell International (HON) | 0.9 | $5.3M | 37k | 144.52 | |
iShares S&P 500 Index (IVV) | 0.8 | $5.2M | 20k | 265.37 | |
Johnson & Johnson (JNJ) | 0.8 | $4.9M | 39k | 128.16 | |
McCormick & Company, Incorporated (MKC) | 0.8 | $4.8M | 45k | 106.38 | |
Zoetis Inc Cl A (ZTS) | 0.8 | $4.8M | 57k | 83.52 | |
Mohawk Industries (MHK) | 0.8 | $4.7M | 20k | 232.24 | |
Pioneer Natural Resources | 0.7 | $4.5M | 26k | 171.79 | |
Ingredion Incorporated (INGR) | 0.7 | $4.2M | 33k | 128.91 | |
Vanguard Emerging Markets ETF (VWO) | 0.6 | $4.0M | 85k | 46.99 | |
Hexcel Corporation (HXL) | 0.6 | $3.9M | 60k | 64.59 | |
Danaher Corporation (DHR) | 0.6 | $3.5M | 36k | 97.91 | |
Horace Mann Educators Corporation (HMN) | 0.6 | $3.5M | 81k | 42.75 | |
JetBlue Airways Corporation (JBLU) | 0.6 | $3.4M | 167k | 20.32 | |
Xylem (XYL) | 0.6 | $3.4M | 44k | 76.91 | |
United Rentals (URI) | 0.5 | $3.2M | 18k | 172.73 | |
Hp (HPQ) | 0.5 | $3.1M | 142k | 21.92 | |
Waste Management (WM) | 0.4 | $2.4M | 29k | 84.13 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $2.1M | 19k | 109.94 | |
3M Company (MMM) | 0.3 | $2.1M | 9.4k | 219.55 | |
Msci (MSCI) | 0.3 | $1.9M | 12k | 149.45 | |
Prologis (PLD) | 0.3 | $1.7M | 27k | 63.00 | |
Wells Fargo & Company (WFC) | 0.3 | $1.7M | 32k | 52.40 | |
Accenture (ACN) | 0.3 | $1.6M | 11k | 153.50 | |
Facebook Inc cl a (META) | 0.2 | $1.5M | 9.7k | 159.78 | |
Emerson Electric (EMR) | 0.2 | $1.5M | 22k | 68.29 | |
Canadian Natl Ry (CNI) | 0.2 | $1.4M | 20k | 73.11 | |
Golar Lng (GLNG) | 0.2 | $1.4M | 52k | 27.35 | |
Thermo Fisher Scientific (TMO) | 0.2 | $1.4M | 6.7k | 206.48 | |
Hess (HES) | 0.2 | $1.3M | 26k | 50.63 | |
Waters Corporation (WAT) | 0.2 | $1.3M | 6.5k | 198.61 | |
AmeriGas Partners | 0.2 | $1.3M | 32k | 39.97 | |
Dowdupont | 0.2 | $1.3M | 20k | 63.72 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $1.2M | 5.7k | 216.05 | |
Roper Industries (ROP) | 0.2 | $1.3M | 4.5k | 280.66 | |
Bright Horizons Fam Sol In D (BFAM) | 0.2 | $1.2M | 12k | 99.71 | |
Intercontinental Exchange (ICE) | 0.2 | $1.2M | 17k | 72.50 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $1.2M | 4.4k | 263.16 | |
International Business Machines (IBM) | 0.2 | $1.2M | 7.8k | 153.41 | |
Golar Lng Partners Lp unit | 0.2 | $1.2M | 70k | 17.11 | |
State Street Corporation (STT) | 0.2 | $1.1M | 11k | 99.71 | |
Haemonetics Corporation (HAE) | 0.2 | $1.1M | 16k | 73.16 | |
Chevron Corporation (CVX) | 0.2 | $1.0M | 9.1k | 114.04 | |
Philip Morris International (PM) | 0.2 | $1.1M | 11k | 99.42 | |
Novo Nordisk A/S (NVO) | 0.2 | $1.1M | 22k | 49.26 | |
American Water Works (AWK) | 0.2 | $1.1M | 13k | 82.11 | |
Vanguard Europe Pacific ETF (VEA) | 0.2 | $1.1M | 24k | 44.25 | |
Pfizer (PFE) | 0.2 | $981k | 28k | 35.49 | |
Oneok (OKE) | 0.2 | $974k | 17k | 56.91 | |
Walt Disney Company (DIS) | 0.1 | $929k | 9.2k | 100.47 | |
Citrix Systems | 0.1 | $936k | 10k | 92.85 | |
SVB Financial (SIVBQ) | 0.1 | $838k | 3.5k | 240.05 | |
Ingersoll-rand Co Ltd-cl A | 0.1 | $867k | 10k | 85.50 | |
Plains All American Pipeline (PAA) | 0.1 | $829k | 38k | 22.04 | |
Suncor Energy (SU) | 0.1 | $810k | 24k | 34.53 | |
iShares S&P 500 Value Index (IVE) | 0.1 | $785k | 7.2k | 109.39 | |
Energy Transfer Partners | 0.1 | $834k | 51k | 16.23 | |
Gap (GAP) | 0.1 | $749k | 24k | 31.21 | |
Boston Private Financial Holdings | 0.1 | $740k | 49k | 15.05 | |
PacWest Ban | 0.1 | $737k | 15k | 49.52 | |
PowerShares FTSE RAFI Developed Markets | 0.1 | $762k | 17k | 44.66 | |
Oracle Corporation (ORCL) | 0.1 | $668k | 15k | 45.73 | |
Targa Res Corp (TRGP) | 0.1 | $677k | 15k | 44.02 | |
Healthcare Tr Amer Inc cl a | 0.1 | $655k | 25k | 26.44 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $589k | 5.3k | 110.18 | |
Altria (MO) | 0.1 | $645k | 10k | 62.32 | |
Berkshire Hathaway (BRK.A) | 0.1 | $598k | 2.00 | 299000.00 | |
Colgate-Palmolive Company (CL) | 0.1 | $618k | 8.6k | 71.64 | |
ConocoPhillips (COP) | 0.1 | $614k | 10k | 59.27 | |
Nike (NKE) | 0.1 | $604k | 9.1k | 66.46 | |
United Technologies Corporation | 0.1 | $627k | 5.0k | 125.88 | |
Sun Hydraulics Corporation | 0.1 | $643k | 12k | 53.58 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.1 | $647k | 23k | 28.70 | |
Hannon Armstrong (HASI) | 0.1 | $617k | 32k | 19.51 | |
U.S. Bancorp (USB) | 0.1 | $556k | 11k | 50.50 | |
Unilever | 0.1 | $556k | 9.9k | 56.41 | |
Owens-Illinois | 0.1 | $536k | 25k | 21.66 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $556k | 5.5k | 101.09 | |
Synovus Finl (SNV) | 0.1 | $535k | 11k | 49.94 | |
MB Financial | 0.1 | $493k | 12k | 40.44 | |
MasterCard Incorporated (MA) | 0.1 | $488k | 2.8k | 175.16 | |
Bank of Hawaii Corporation (BOH) | 0.1 | $478k | 5.8k | 83.10 | |
Stanley Black & Decker (SWK) | 0.1 | $466k | 3.0k | 153.04 | |
Zimmer Holdings (ZBH) | 0.1 | $525k | 4.8k | 109.03 | |
AllianceBernstein Holding (AB) | 0.1 | $491k | 18k | 26.83 | |
ProShares Ultra S&P500 (SSO) | 0.1 | $485k | 4.6k | 105.43 | |
Tortoise Energy Infrastructure | 0.1 | $486k | 20k | 24.96 | |
Vanguard Industrials ETF (VIS) | 0.1 | $487k | 3.5k | 139.14 | |
Travelers Companies (TRV) | 0.1 | $458k | 3.3k | 138.79 | |
eBay (EBAY) | 0.1 | $448k | 11k | 40.22 | |
Praxair | 0.1 | $426k | 3.0k | 144.16 | |
Sanofi-Aventis SA (SNY) | 0.1 | $446k | 11k | 40.10 | |
John Wiley & Sons (WLY) | 0.1 | $447k | 7.0k | 63.68 | |
Western Gas Partners | 0.1 | $410k | 9.6k | 42.71 | |
Apollo Global Management 'a' | 0.1 | $448k | 15k | 29.63 | |
Mplx (MPLX) | 0.1 | $423k | 13k | 33.06 | |
Abbvie (ABBV) | 0.1 | $450k | 4.8k | 94.62 | |
Alibaba Group Holding (BABA) | 0.1 | $462k | 2.5k | 183.70 | |
Chubb (CB) | 0.1 | $403k | 2.9k | 136.75 | |
Comcast Corporation (CMCSA) | 0.1 | $397k | 12k | 34.17 | |
Mettler-Toledo International (MTD) | 0.1 | $345k | 600.00 | 575.00 | |
Procter & Gamble Company (PG) | 0.1 | $369k | 4.7k | 79.20 | |
TJX Companies (TJX) | 0.1 | $396k | 4.9k | 81.58 | |
Southern Company (SO) | 0.1 | $353k | 7.9k | 44.68 | |
Brookline Ban (BRKL) | 0.1 | $373k | 23k | 16.19 | |
Banco Santander (SAN) | 0.1 | $344k | 53k | 6.55 | |
Abb (ABBNY) | 0.1 | $363k | 15k | 23.75 | |
Celgene Corporation | 0.1 | $377k | 4.2k | 89.15 | |
California Water Service (CWT) | 0.1 | $383k | 10k | 37.27 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $371k | 1.8k | 206.34 | |
WisdomTree Japan Total Dividend (DXJ) | 0.1 | $381k | 6.8k | 55.94 | |
Phillips 66 (PSX) | 0.1 | $375k | 3.9k | 96.03 | |
Carlyle Group | 0.1 | $376k | 18k | 21.35 | |
Vodafone Group New Adr F (VOD) | 0.1 | $363k | 13k | 27.85 | |
Oppenheimer Rev Weighted Etf large cap rev et | 0.1 | $361k | 7.2k | 49.83 | |
Home Depot (HD) | 0.1 | $295k | 1.7k | 178.46 | |
Illinois Tool Works (ITW) | 0.1 | $301k | 1.9k | 156.77 | |
Anheuser-Busch InBev NV (BUD) | 0.1 | $280k | 2.5k | 110.11 | |
Fiserv (FI) | 0.1 | $298k | 4.2k | 71.33 | |
Tenne | 0.1 | $320k | 5.8k | 54.81 | |
Intuit (INTU) | 0.1 | $303k | 1.7k | 173.34 | |
Tompkins Financial Corporation (TMP) | 0.1 | $335k | 4.4k | 75.86 | |
Global Partners (GLP) | 0.1 | $299k | 20k | 15.33 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $321k | 2.6k | 122.94 | |
Vanguard Total Bond Market ETF (BND) | 0.1 | $330k | 4.1k | 79.86 | |
John Hancock Patriot Premium Div Fund II (PDT) | 0.1 | $338k | 22k | 15.16 | |
Cohen & Steers Slt Pfd Incm (PSF) | 0.1 | $289k | 11k | 26.04 | |
Cara Therapeutics (CARA) | 0.1 | $289k | 23k | 12.37 | |
Doubleline Total Etf etf (TOTL) | 0.1 | $332k | 6.9k | 47.96 | |
Spdr Index Shs Fds msci eafe (EFAX) | 0.1 | $333k | 4.6k | 72.31 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $262k | 5.1k | 51.50 | |
Eli Lilly & Co. (LLY) | 0.0 | $266k | 3.4k | 77.51 | |
Cisco Systems (CSCO) | 0.0 | $226k | 5.3k | 42.87 | |
Intel Corporation (INTC) | 0.0 | $249k | 4.8k | 51.99 | |
Air Products & Chemicals (APD) | 0.0 | $249k | 1.6k | 159.00 | |
Schlumberger (SLB) | 0.0 | $270k | 4.2k | 64.86 | |
UnitedHealth (UNH) | 0.0 | $267k | 1.2k | 213.77 | |
Buckeye Partners | 0.0 | $244k | 6.5k | 37.40 | |
Church & Dwight (CHD) | 0.0 | $256k | 5.1k | 50.44 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $221k | 2.6k | 85.83 | |
John Hancock Tax-Advantage Dvd Incom (HTD) | 0.0 | $232k | 11k | 21.70 | |
Vanguard European ETF (VGK) | 0.0 | $262k | 4.5k | 58.22 | |
iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.0 | $228k | 1.2k | 198.26 | |
Vanguard Energy ETF (VDE) | 0.0 | $246k | 2.7k | 92.48 | |
Tg Therapeutics (TGTX) | 0.0 | $253k | 18k | 14.17 | |
Suno (SUN) | 0.0 | $268k | 11k | 25.52 | |
Kraft Heinz (KHC) | 0.0 | $227k | 3.6k | 62.24 | |
Baker Hughes A Ge Company (BKR) | 0.0 | $222k | 8.0k | 27.75 | |
Keryx Biopharmaceuticals | 0.0 | $176k | 43k | 4.09 | |
Progressive Corporation (PGR) | 0.0 | $211k | 3.5k | 60.81 | |
Coca-Cola Company (KO) | 0.0 | $166k | 3.8k | 43.48 | |
Ecolab (ECL) | 0.0 | $208k | 1.5k | 137.20 | |
Abbott Laboratories (ABT) | 0.0 | $182k | 3.0k | 60.03 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $213k | 1.3k | 163.34 | |
Automatic Data Processing (ADP) | 0.0 | $195k | 1.7k | 113.50 | |
Comerica Incorporated (CMA) | 0.0 | $178k | 1.9k | 95.70 | |
International Flavors & Fragrances (IFF) | 0.0 | $168k | 1.2k | 136.59 | |
CVS Caremark Corporation (CVS) | 0.0 | $194k | 3.1k | 62.36 | |
BGC Partners | 0.0 | $185k | 14k | 13.45 | |
Enbridge Energy Partners | 0.0 | $163k | 17k | 9.66 | |
IPG Photonics Corporation (IPGP) | 0.0 | $178k | 761.00 | 233.90 | |
TC Pipelines | 0.0 | $162k | 4.7k | 34.65 | |
Centene Corporation (CNC) | 0.0 | $205k | 1.9k | 107.05 | |
United Natural Foods (UNFI) | 0.0 | $208k | 4.9k | 42.89 | |
Regency Centers Corporation (REG) | 0.0 | $168k | 2.8k | 59.03 | |
Industries N shs - a - (LYB) | 0.0 | $181k | 1.7k | 105.85 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $207k | 1.7k | 119.38 | |
Cdw (CDW) | 0.0 | $160k | 2.3k | 70.42 | |
Nomad Foods (NOMD) | 0.0 | $157k | 10k | 15.70 | |
Csw Industrials (CSWI) | 0.0 | $180k | 4.0k | 45.00 | |
Broad | 0.0 | $209k | 886.00 | 235.89 | |
Altaba | 0.0 | $211k | 2.8k | 74.17 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $118k | 2.5k | 47.20 | |
Cme (CME) | 0.0 | $148k | 913.00 | 162.10 | |
Moody's Corporation (MCO) | 0.0 | $131k | 815.00 | 160.74 | |
Caterpillar (CAT) | 0.0 | $103k | 699.00 | 147.35 | |
Expeditors International of Washington (EXPD) | 0.0 | $104k | 1.6k | 63.22 | |
Norfolk Southern (NSC) | 0.0 | $131k | 967.00 | 135.47 | |
General Electric Company | 0.0 | $106k | 7.9k | 13.50 | |
Bristol Myers Squibb (BMY) | 0.0 | $130k | 2.1k | 63.02 | |
At&t (T) | 0.0 | $130k | 3.6k | 35.78 | |
Becton, Dickinson and (BDX) | 0.0 | $116k | 535.00 | 216.82 | |
Stryker Corporation (SYK) | 0.0 | $117k | 730.00 | 160.27 | |
Biogen Idec (BIIB) | 0.0 | $110k | 400.00 | 275.00 | |
Constellation Brands (STZ) | 0.0 | $98k | 430.00 | 227.91 | |
Estee Lauder Companies (EL) | 0.0 | $98k | 655.00 | 149.62 | |
Ares Capital Corporation (ARCC) | 0.0 | $95k | 6.0k | 15.83 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $132k | 823.00 | 160.39 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $125k | 922.00 | 135.57 | |
KKR & Co | 0.0 | $122k | 6.0k | 20.33 | |
iShares MSCI EAFE Value Index (EFV) | 0.0 | $121k | 2.2k | 54.43 | |
Hsbc Hldgs Plc adr a 1/40pf a | 0.0 | $100k | 3.9k | 25.64 | |
PowerShares Preferred Portfolio | 0.0 | $118k | 8.1k | 14.61 | |
PowerShares Build America Bond Portfolio | 0.0 | $144k | 4.8k | 30.18 | |
iShares MSCI EAFE Growth Index (EFG) | 0.0 | $153k | 1.9k | 80.36 | |
MSCI Europe Financials Sector Index Fund (EUFN) | 0.0 | $150k | 6.5k | 23.08 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $146k | 1.9k | 78.33 | |
SPDR Wells Fargo Prfd Stk ETF (PSK) | 0.0 | $102k | 2.3k | 43.50 | |
Te Connectivity Ltd for (TEL) | 0.0 | $149k | 1.5k | 99.67 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $105k | 1.3k | 83.07 | |
New Residential Investment (RITM) | 0.0 | $125k | 7.6k | 16.49 | |
Chimera Investment Corp etf | 0.0 | $118k | 6.8k | 17.35 | |
Dentsply Sirona (XRAY) | 0.0 | $130k | 2.6k | 50.39 | |
Spdr Index Shs Fds a (EEMX) | 0.0 | $98k | 1.4k | 70.76 | |
Catasys | 0.0 | $108k | 23k | 4.80 | |
Corning Incorporated (GLW) | 0.0 | $42k | 1.5k | 27.63 | |
BlackRock (BLK) | 0.0 | $73k | 135.00 | 540.74 | |
Northern Trust Corporation (NTRS) | 0.0 | $49k | 475.00 | 103.16 | |
Devon Energy Corporation (DVN) | 0.0 | $64k | 2.0k | 32.00 | |
FedEx Corporation (FDX) | 0.0 | $34k | 140.00 | 242.86 | |
Wal-Mart Stores (WMT) | 0.0 | $46k | 513.00 | 89.67 | |
Sony Corporation (SONY) | 0.0 | $34k | 700.00 | 48.57 | |
Consolidated Edison (ED) | 0.0 | $44k | 560.00 | 78.57 | |
Lennar Corporation (LEN) | 0.0 | $84k | 1.4k | 58.78 | |
Apache Corporation | 0.0 | $43k | 1.1k | 38.22 | |
Cummins (CMI) | 0.0 | $81k | 498.00 | 162.65 | |
Franklin Resources (BEN) | 0.0 | $32k | 925.00 | 34.59 | |
Hologic (HOLX) | 0.0 | $75k | 2.0k | 37.50 | |
NVIDIA Corporation (NVDA) | 0.0 | $69k | 300.00 | 230.00 | |
Brown-Forman Corporation (BF.B) | 0.0 | $51k | 931.00 | 54.78 | |
Boeing Company (BA) | 0.0 | $33k | 101.00 | 326.73 | |
Harris Corporation | 0.0 | $54k | 333.00 | 162.16 | |
Hanesbrands (HBI) | 0.0 | $51k | 2.8k | 18.55 | |
Cooper Companies | 0.0 | $86k | 378.00 | 227.51 | |
Analog Devices (ADI) | 0.0 | $62k | 675.00 | 91.85 | |
AmerisourceBergen (COR) | 0.0 | $37k | 434.00 | 85.25 | |
Koninklijke Philips Electronics NV (PHG) | 0.0 | $45k | 1.2k | 38.30 | |
Valero Energy Corporation (VLO) | 0.0 | $46k | 500.00 | 92.00 | |
Aetna | 0.0 | $35k | 210.00 | 166.67 | |
BB&T Corporation | 0.0 | $43k | 829.00 | 51.87 | |
Deere & Company (DE) | 0.0 | $47k | 300.00 | 156.67 | |
Diageo (DEO) | 0.0 | $58k | 431.00 | 134.57 | |
General Mills (GIS) | 0.0 | $49k | 1.1k | 44.67 | |
Weyerhaeuser Company (WY) | 0.0 | $65k | 1.9k | 34.98 | |
White Mountains Insurance Gp (WTM) | 0.0 | $82k | 100.00 | 820.00 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $60k | 500.00 | 120.00 | |
Williams Companies (WMB) | 0.0 | $50k | 2.0k | 25.00 | |
Gilead Sciences (GILD) | 0.0 | $39k | 519.00 | 75.14 | |
Jacobs Engineering | 0.0 | $71k | 1.2k | 59.17 | |
General Dynamics Corporation (GD) | 0.0 | $33k | 150.00 | 220.00 | |
Fifth Third Ban (FITB) | 0.0 | $69k | 2.2k | 31.89 | |
AutoZone (AZO) | 0.0 | $32k | 50.00 | 640.00 | |
Vornado Realty Trust (VNO) | 0.0 | $47k | 700.00 | 67.14 | |
Applied Materials (AMAT) | 0.0 | $31k | 550.00 | 56.36 | |
Netflix (NFLX) | 0.0 | $59k | 200.00 | 295.00 | |
salesforce (CRM) | 0.0 | $48k | 412.00 | 116.50 | |
iShares Russell 2000 Index (IWM) | 0.0 | $57k | 375.00 | 152.00 | |
Ship Finance Intl | 0.0 | $89k | 6.2k | 14.35 | |
Lam Research Corporation (LRCX) | 0.0 | $47k | 229.00 | 205.24 | |
NuStar Energy | 0.0 | $88k | 4.3k | 20.47 | |
Realty Income (O) | 0.0 | $72k | 1.4k | 51.43 | |
Republic Bancorp, Inc. KY (RBCAA) | 0.0 | $50k | 1.3k | 38.46 | |
Apollo Investment | 0.0 | $84k | 16k | 5.25 | |
Rydex S&P Equal Weight ETF | 0.0 | $57k | 571.00 | 99.82 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $45k | 132.00 | 340.91 | |
LogMeIn | 0.0 | $40k | 343.00 | 116.62 | |
SPDR S&P Biotech (XBI) | 0.0 | $70k | 800.00 | 87.50 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $35k | 373.00 | 93.83 | |
First Trust DJ Internet Index Fund (FDN) | 0.0 | $48k | 400.00 | 120.00 | |
First Trust Financials AlphaDEX (FXO) | 0.0 | $41k | 1.3k | 30.83 | |
First Trust NASDAQ-100 Tech Sector InETF (QTEC) | 0.0 | $46k | 600.00 | 76.67 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $32k | 214.00 | 149.53 | |
Howard Hughes | 0.0 | $39k | 280.00 | 139.29 | |
Motorola Solutions (MSI) | 0.0 | $34k | 320.00 | 106.25 | |
Vanguard REIT ETF (VNQ) | 0.0 | $55k | 730.00 | 75.34 | |
Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $44k | 275.00 | 160.00 | |
Vanguard Health Care ETF (VHT) | 0.0 | $31k | 202.00 | 153.47 | |
iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 0.0 | $34k | 200.00 | 170.00 | |
America First Tax Exempt Investors | 0.0 | $77k | 13k | 6.16 | |
Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $91k | 10k | 9.10 | |
Vanguard Consumer Staples ETF (VDC) | 0.0 | $41k | 300.00 | 136.67 | |
Clough Gbl Opps Fund Sh Ben Int closed-end fund (GLO) | 0.0 | $83k | 7.8k | 10.70 | |
Cohen and Steers Global Income Builder | 0.0 | $64k | 7.0k | 9.14 | |
Schwab International Equity ETF (SCHF) | 0.0 | $31k | 928.00 | 33.41 | |
Ishares Tr s^p aggr all (AOA) | 0.0 | $85k | 1.6k | 53.59 | |
Spdr Series Trust equity (IBND) | 0.0 | $50k | 1.4k | 36.21 | |
Citigroup (C) | 0.0 | $72k | 1.1k | 67.73 | |
Stag Industrial (STAG) | 0.0 | $48k | 2.0k | 24.00 | |
Ngl Energy Partners Lp Com Uni (NGL) | 0.0 | $80k | 7.3k | 11.03 | |
Ishares Tr fltg rate nt (FLOT) | 0.0 | $50k | 981.00 | 50.97 | |
Brookfield Global Listed | 0.0 | $59k | 5.0k | 11.80 | |
Mondelez Int (MDLZ) | 0.0 | $69k | 1.7k | 41.74 | |
Asml Holding (ASML) | 0.0 | $60k | 300.00 | 200.00 | |
Enanta Pharmaceuticals (ENTA) | 0.0 | $81k | 1.0k | 81.00 | |
D Stemline Therapeutics | 0.0 | $47k | 3.1k | 15.16 | |
Blackstone Mtg Tr (BXMT) | 0.0 | $31k | 1.0k | 31.00 | |
Gaming & Leisure Pptys (GLPI) | 0.0 | $50k | 1.5k | 33.33 | |
Exchange Traded Concepts Tr robo stx glb etf (ROBO) | 0.0 | $37k | 890.00 | 41.57 | |
I Shares 2019 Etf | 0.0 | $50k | 2.0k | 25.38 | |
Corporate Capital Trust | 0.0 | $33k | 2.0k | 16.78 | |
Ishares 2020 Amt-free Muni Bond Etf | 0.0 | $50k | 2.0k | 25.38 | |
Walgreen Boots Alliance (WBA) | 0.0 | $53k | 816.00 | 64.95 | |
Csi Compress | 0.0 | $36k | 5.0k | 7.20 | |
Nuveen Dow 30 Dyn Overwrite (DIAX) | 0.0 | $46k | 2.6k | 17.75 | |
Ishares Tr Dec 2020 | 0.0 | $50k | 2.0k | 25.06 | |
Ishares Tr | 0.0 | $50k | 2.0k | 24.74 | |
Archrock Partners | 0.0 | $61k | 5.0k | 12.20 | |
Oppenheimer Rev Weighted Etf small cap rev et | 0.0 | $59k | 871.00 | 67.74 | |
Oppenheimer Rev Weighted Etf ultra divid rev | 0.0 | $53k | 1.5k | 35.24 | |
Axsome Therapeutics (AXSM) | 0.0 | $48k | 20k | 2.46 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $36k | 115.00 | 313.04 | |
Agnc Invt Corp Com reit (AGNC) | 0.0 | $57k | 3.0k | 19.00 | |
Mortgage Reit Index real (REM) | 0.0 | $53k | 1.3k | 42.40 | |
Flamel Technologies Sa | 0.0 | $68k | 9.3k | 7.31 | |
Uniti Group Inc Com reit (UNIT) | 0.0 | $37k | 2.2k | 16.47 | |
Floor & Decor Hldgs Inc cl a (FND) | 0.0 | $39k | 750.00 | 52.00 | |
Sprott Physical Gold & S (CEF) | 0.0 | $40k | 3.0k | 13.33 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $13k | 160.00 | 81.25 | |
Goldman Sachs (GS) | 0.0 | $6.0k | 25.00 | 240.00 | |
Hartford Financial Services (HIG) | 0.0 | $10k | 202.00 | 49.50 | |
Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $29k | 210.00 | 138.10 | |
CSX Corporation (CSX) | 0.0 | $17k | 299.00 | 56.86 | |
McDonald's Corporation (MCD) | 0.0 | $27k | 172.00 | 156.98 | |
Baxter International (BAX) | 0.0 | $3.0k | 50.00 | 60.00 | |
Martin Marietta Materials (MLM) | 0.0 | $6.0k | 31.00 | 193.55 | |
Bunge | 0.0 | $12k | 160.00 | 75.00 | |
Shaw Communications Inc cl b conv | 0.0 | $19k | 1.0k | 19.00 | |
Genuine Parts Company (GPC) | 0.0 | $27k | 300.00 | 90.00 | |
Sherwin-Williams Company (SHW) | 0.0 | $29k | 75.00 | 386.67 | |
Global Payments (GPN) | 0.0 | $25k | 225.00 | 111.11 | |
AFLAC Incorporated (AFL) | 0.0 | $29k | 660.00 | 43.94 | |
Nordstrom (JWN) | 0.0 | $4.0k | 75.00 | 53.33 | |
Harley-Davidson (HOG) | 0.0 | $2.0k | 50.00 | 40.00 | |
Laboratory Corp. of America Holdings | 0.0 | $4.0k | 25.00 | 160.00 | |
Whirlpool Corporation (WHR) | 0.0 | $17k | 110.00 | 154.55 | |
Unum (UNM) | 0.0 | $19k | 400.00 | 47.50 | |
Novartis (NVS) | 0.0 | $16k | 200.00 | 80.00 | |
Aegon | 0.0 | $0 | 2.00 | 0.00 | |
Allstate Corporation (ALL) | 0.0 | $19k | 200.00 | 95.00 | |
Anadarko Petroleum Corporation | 0.0 | $15k | 250.00 | 60.00 | |
Marsh & McLennan Companies (MMC) | 0.0 | $24k | 286.00 | 83.92 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $17k | 255.00 | 66.67 | |
American Electric Power Company (AEP) | 0.0 | $9.0k | 129.00 | 69.77 | |
Exelon Corporation (EXC) | 0.0 | $6.0k | 150.00 | 40.00 | |
Shire | 0.0 | $1.0k | 7.00 | 142.86 | |
Lowe's Companies (LOW) | 0.0 | $17k | 190.00 | 89.47 | |
Clorox Company (CLX) | 0.0 | $27k | 200.00 | 135.00 | |
Via | 0.0 | $0 | 3.00 | 0.00 | |
Prudential Financial (PRU) | 0.0 | $19k | 184.00 | 103.26 | |
Dollar Tree (DLTR) | 0.0 | $10k | 103.00 | 97.09 | |
D.R. Horton (DHI) | 0.0 | $4.0k | 100.00 | 40.00 | |
Omni (OMC) | 0.0 | $22k | 300.00 | 73.33 | |
Dover Corporation (DOV) | 0.0 | $9.0k | 90.00 | 100.00 | |
Public Service Enterprise (PEG) | 0.0 | $16k | 314.00 | 50.96 | |
First Solar (FSLR) | 0.0 | $13k | 185.00 | 70.27 | |
J.M. Smucker Company (SJM) | 0.0 | $25k | 200.00 | 125.00 | |
Gra (GGG) | 0.0 | $21k | 450.00 | 46.67 | |
Donaldson Company (DCI) | 0.0 | $23k | 500.00 | 46.00 | |
Rite Aid Corporation | 0.0 | $0 | 235.00 | 0.00 | |
Goldcorp | 0.0 | $14k | 1.0k | 14.00 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $13k | 120.00 | 108.33 | |
Entergy Corporation (ETR) | 0.0 | $9.0k | 115.00 | 78.26 | |
Companhia de Saneamento Basi (SBS) | 0.0 | $19k | 1.8k | 10.56 | |
Enbridge (ENB) | 0.0 | $2.0k | 49.00 | 40.82 | |
Microsemi Corporation | 0.0 | $1.0k | 15.00 | 66.67 | |
Apogee Enterprises (APOG) | 0.0 | $4.0k | 100.00 | 40.00 | |
Iridium Communications (IRDM) | 0.0 | $18k | 1.6k | 11.25 | |
Energy Transfer Equity (ET) | 0.0 | $9.0k | 664.00 | 13.55 | |
Kirby Corporation (KEX) | 0.0 | $27k | 350.00 | 77.14 | |
Southwest Airlines (LUV) | 0.0 | $20k | 350.00 | 57.14 | |
Prudential Public Limited Company (PUK) | 0.0 | $13k | 250.00 | 52.00 | |
Sangamo Biosciences (SGMO) | 0.0 | $29k | 1.5k | 19.33 | |
Cheniere Energy (LNG) | 0.0 | $21k | 400.00 | 52.50 | |
Monolithic Power Systems (MPWR) | 0.0 | $4.0k | 36.00 | 111.11 | |
Allete (ALE) | 0.0 | $24k | 333.00 | 72.07 | |
General Moly Inc Com Stk | 0.0 | $1.0k | 2.5k | 0.40 | |
Middlesex Water Company (MSEX) | 0.0 | $7.0k | 200.00 | 35.00 | |
CBS Corporation | 0.0 | $0 | 3.00 | 0.00 | |
HCP | 0.0 | $2.0k | 100.00 | 20.00 | |
Tor Dom Bk Cad (TD) | 0.0 | $6.0k | 100.00 | 60.00 | |
iShares Gold Trust | 0.0 | $23k | 1.8k | 12.53 | |
Apollo Commercial Real Est. Finance (ARI) | 0.0 | $18k | 1.0k | 18.00 | |
SPDR KBW Regional Banking (KRE) | 0.0 | $12k | 201.00 | 59.70 | |
Westport Innovations | 0.0 | $3.0k | 1.4k | 2.14 | |
American International (AIG) | 0.0 | $16k | 300.00 | 53.33 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $19k | 100.00 | 190.00 | |
Seadrill | 0.0 | $0 | 447.00 | 0.00 | |
Financial Select Sector SPDR (XLF) | 0.0 | $17k | 610.00 | 27.87 | |
Thomson Reuters Corp | 0.0 | $26k | 678.00 | 38.35 | |
Tesla Motors (TSLA) | 0.0 | $4.0k | 15.00 | 266.67 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $11k | 140.00 | 78.57 | |
Vanguard Growth ETF (VUG) | 0.0 | $13k | 93.00 | 139.78 | |
Vanguard Value ETF (VTV) | 0.0 | $12k | 112.00 | 107.14 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $20k | 115.00 | 173.91 | |
SPDR S&P Dividend (SDY) | 0.0 | $3.0k | 34.00 | 88.24 | |
BlackRock Enhanced Capital and Income (CII) | 0.0 | $16k | 1.0k | 16.00 | |
BlackRock Global Opportunities Equity Tr (BOE) | 0.0 | $6.0k | 496.00 | 12.10 | |
Eaton Vance Enhanced Equity Income Fund (EOI) | 0.0 | $21k | 1.5k | 14.00 | |
First Trust Cnsmer Disry Alpha Fnd (FXD) | 0.0 | $28k | 690.00 | 40.58 | |
First Trust Mid Cap Core Alpha Fnd (FNX) | 0.0 | $22k | 330.00 | 66.67 | |
First Trust Small Cap Cr AlphaDEX (FYX) | 0.0 | $14k | 240.00 | 58.33 | |
Safeguard Scientifics | 0.0 | $0 | 1.00 | 0.00 | |
Vanguard Pacific ETF (VPL) | 0.0 | $11k | 150.00 | 73.33 | |
iShares Dow Jones US Financial (IYF) | 0.0 | $24k | 200.00 | 120.00 | |
iShares S&P Global Healthcare Sect. (IXJ) | 0.0 | $11k | 100.00 | 110.00 | |
Templeton Emerging Markets Income Fund (TEI) | 0.0 | $17k | 1.5k | 11.33 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $20k | 200.00 | 100.00 | |
iShares S&P/Citigroup 1-3 Year Int Trsry (ISHG) | 0.0 | $25k | 287.00 | 87.11 | |
PowerShares Global Water Portfolio | 0.0 | $18k | 700.00 | 25.71 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.0 | $30k | 1.0k | 30.00 | |
Rydex S&P 500 Pure Growth ETF | 0.0 | $21k | 195.00 | 107.69 | |
Schwab U S Small Cap ETF (SCHA) | 0.0 | $11k | 155.00 | 70.97 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $22k | 349.00 | 63.04 | |
Kinder Morgan (KMI) | 0.0 | $9.0k | 580.00 | 15.52 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $12k | 233.00 | 51.50 | |
Mosaic (MOS) | 0.0 | $24k | 1.0k | 24.00 | |
Global X Etf equity | 0.0 | $22k | 1.1k | 20.50 | |
Telefonica Brasil Sa | 0.0 | $0 | 9.00 | 0.00 | |
Fortune Brands (FBIN) | 0.0 | $18k | 300.00 | 60.00 | |
Sanchez Energy Corp C ommon stocks | 0.0 | $0 | 115.00 | 0.00 | |
Gamco Global Gold Natural Reso (GGN) | 0.0 | $12k | 2.5k | 4.80 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $2.0k | 49.00 | 40.82 | |
Db-x Msci Eafe Currency-hedged (DBEF) | 0.0 | $3.0k | 100.00 | 30.00 | |
Duke Energy (DUK) | 0.0 | $3.0k | 33.00 | 90.91 | |
Interface (TILE) | 0.0 | $4.0k | 150.00 | 26.67 | |
Manchester Utd Plc New Ord Cl (MANU) | 0.0 | $0 | 10.00 | 0.00 | |
Eaton (ETN) | 0.0 | $11k | 135.00 | 81.48 | |
Wpp Plc- (WPP) | 0.0 | $12k | 150.00 | 80.00 | |
L Brands | 0.0 | $0 | 10.00 | 0.00 | |
Neuberger Berman Mlp Income (NML) | 0.0 | $18k | 2.2k | 8.33 | |
Hd Supply | 0.0 | $18k | 480.00 | 37.50 | |
Ellington Residential Mortga reit (EARN) | 0.0 | $16k | 1.5k | 10.67 | |
Kraneshares Tr csi chi internet (KWEB) | 0.0 | $4.0k | 60.00 | 66.67 | |
Sirius Xm Holdings (SIRI) | 0.0 | $2.0k | 300.00 | 6.67 | |
Dbx Trackers db xtr msci eur (DBEU) | 0.0 | $5.0k | 200.00 | 25.00 | |
Knowles (KN) | 0.0 | $999.900000 | 45.00 | 22.22 | |
Intra Cellular Therapies (ITCI) | 0.0 | $21k | 1.0k | 21.00 | |
Weatherford Intl Plc ord | 0.0 | $11k | 5.0k | 2.20 | |
Voya Infrastructure Industrial & Materia (IDE) | 0.0 | $16k | 1.0k | 15.64 | |
Farmland Partners (FPI) | 0.0 | $7.0k | 858.00 | 8.16 | |
Cdk Global Inc equities | 0.0 | $3.0k | 46.00 | 65.22 | |
Williams Partners | 0.0 | $14k | 400.00 | 35.00 | |
Ishares Tr msci lw crb tg (CRBN) | 0.0 | $18k | 150.00 | 120.00 | |
Windstream Holdings | 0.0 | $2.0k | 1.5k | 1.37 | |
Teladoc (TDOC) | 0.0 | $29k | 708.00 | 40.96 | |
Chemours (CC) | 0.0 | $3.0k | 60.00 | 50.00 | |
Zillow Group Inc Cl C Cap Stk (Z) | 0.0 | $19k | 350.00 | 54.29 | |
Live Oak Bancshares (LOB) | 0.0 | $14k | 500.00 | 28.00 | |
Pjt Partners (PJT) | 0.0 | $2.0k | 37.00 | 54.05 | |
Wright Medical Group Nv | 0.0 | $18k | 900.00 | 20.00 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $28k | 1.6k | 17.50 | |
Square Inc cl a (SQ) | 0.0 | $11k | 220.00 | 50.00 | |
Global X Fds glb x lithium (LIT) | 0.0 | $3.0k | 92.00 | 32.61 | |
Under Armour Inc Cl C (UA) | 0.0 | $11k | 800.00 | 13.75 | |
Johnson Controls International Plc equity (JCI) | 0.0 | $7.0k | 200.00 | 35.00 | |
Sunesis Pharmaceuticals Inc Ne | 0.0 | $5.0k | 1.7k | 3.00 | |
Versum Matls | 0.0 | $24k | 650.00 | 36.92 | |
Quality Care Properties | 0.0 | $0 | 20.00 | 0.00 | |
Hilton Worldwide Holdings (HLT) | 0.0 | $10k | 126.00 | 79.37 | |
Snap Inc cl a (SNAP) | 0.0 | $10k | 646.00 | 15.48 | |
Dxc Technology (DXC) | 0.0 | $7.0k | 68.00 | 102.94 | |
Real Goods Solar Inc cl a 2017 | 0.0 | $0 | 2.00 | 0.00 | |
Wheaton Precious Metals Corp (WPM) | 0.0 | $0 | 13.00 | 0.00 | |
Granite Pt Mtg Tr (GPMT) | 0.0 | $3.0k | 207.00 | 14.49 | |
Micro Focus Intl | 0.0 | $2.0k | 109.00 | 18.35 | |
Barclays Bk Plc Ipath S&p500 Vix etf | 0.0 | $2.0k | 37.00 | 54.05 | |
Merrimack Pharma | 0.0 | $4.0k | 500.00 | 8.00 | |
Two Hbrs Invt Corp Com New reit | 0.0 | $17k | 1.1k | 15.45 |