Capital Bank & Trust as of Dec. 31, 2019
Portfolio Holdings for Capital Bank & Trust
Capital Bank & Trust holds 725 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Visa (V) | 3.2 | $244M | 1.3M | 187.90 | |
Microsoft Corporation (MSFT) | 3.0 | $229M | 1.5M | 157.70 | |
Alphabet Inc Class C cs (GOOG) | 2.9 | $223M | 167k | 1337.02 | |
Alphabet Inc Class A cs (GOOGL) | 2.8 | $214M | 160k | 1339.39 | |
Taiwan Semiconductor Mfg (TSM) | 2.6 | $200M | 3.4M | 58.10 | |
Broadcom (AVGO) | 2.4 | $182M | 574k | 316.02 | |
UnitedHealth (UNH) | 2.1 | $166M | 565k | 293.98 | |
Apple (AAPL) | 2.1 | $162M | 551k | 293.65 | |
JPMorgan Chase & Co. (JPM) | 1.9 | $148M | 1.1M | 139.40 | |
Hilton Worldwide Holdings (HLT) | 1.8 | $138M | 1.2M | 110.91 | |
Amazon (AMZN) | 1.7 | $132M | 72k | 1847.84 | |
Seattle Genetics | 1.6 | $127M | 1.1M | 114.26 | |
Crown Castle Intl (CCI) | 1.6 | $126M | 889k | 142.15 | |
Northrop Grumman Corporation (NOC) | 1.6 | $123M | 358k | 343.97 | |
Cme (CME) | 1.6 | $121M | 603k | 200.72 | |
Intel Corporation (INTC) | 1.5 | $118M | 2.0M | 59.85 | |
Comcast Corporation (CMCSA) | 1.5 | $116M | 2.6M | 44.97 | |
American Tower Reit (AMT) | 1.5 | $115M | 502k | 229.82 | |
Enbridge (ENB) | 1.5 | $112M | 2.8M | 39.76 | |
Marsh & McLennan Companies (MMC) | 1.4 | $112M | 1.0M | 111.41 | |
Moody's Corporation (MCO) | 1.4 | $111M | 467k | 237.41 | |
Las Vegas Sands (LVS) | 1.4 | $108M | 1.6M | 69.04 | |
Activision Blizzard | 1.4 | $107M | 1.8M | 59.42 | |
Costco Wholesale Corporation (COST) | 1.4 | $104M | 353k | 293.92 | |
EOG Resources (EOG) | 1.3 | $103M | 1.2M | 83.76 | |
Jack Henry & Associates (JKHY) | 1.3 | $102M | 699k | 145.67 | |
Waste Connections (WCN) | 1.3 | $98M | 1.1M | 90.79 | |
Intercontinental Exchange (ICE) | 1.2 | $96M | 1.0M | 92.55 | |
Aon | 1.2 | $92M | 443k | 208.29 | |
Abbott Laboratories (ABT) | 1.2 | $90M | 1.0M | 86.86 | |
Charter Communications Inc New Cl A cl a (CHTR) | 1.2 | $90M | 185k | 485.08 | |
Royal Dutch Shell | 1.1 | $89M | 1.5M | 59.97 | |
Philip Morris International (PM) | 1.1 | $87M | 1.0M | 85.09 | |
Cisco Systems (CSCO) | 1.1 | $85M | 1.8M | 47.96 | |
Global Payments (GPN) | 1.1 | $85M | 463k | 182.56 | |
Equinix (EQIX) | 1.1 | $81M | 139k | 583.70 | |
CSX Corporation (CSX) | 1.0 | $80M | 1.1M | 72.36 | |
Danaher Corporation (DHR) | 1.0 | $80M | 519k | 153.48 | |
Chubb (CB) | 1.0 | $79M | 509k | 155.66 | |
Chevron Corporation (CVX) | 1.0 | $77M | 639k | 120.51 | |
Godaddy Inc cl a (GDDY) | 1.0 | $76M | 1.1M | 67.92 | |
TransDigm Group Incorporated (TDG) | 0.9 | $72M | 128k | 560.00 | |
Bank of New York Mellon Corporation (BK) | 0.9 | $68M | 1.3M | 50.33 | |
Facebook Inc cl a (META) | 0.9 | $67M | 326k | 205.25 | |
HDFC Bank (HDB) | 0.9 | $66M | 1.0M | 63.37 | |
Eli Lilly & Co. (LLY) | 0.8 | $64M | 485k | 131.43 | |
Wabtec Corporation (WAB) | 0.8 | $64M | 826k | 77.80 | |
Schlumberger (SLB) | 0.7 | $53M | 1.3M | 40.20 | |
Gilead Sciences (GILD) | 0.7 | $53M | 811k | 64.98 | |
Servicenow (NOW) | 0.7 | $53M | 186k | 282.32 | |
Nike (NKE) | 0.7 | $52M | 512k | 101.31 | |
NetApp (NTAP) | 0.6 | $50M | 795k | 62.25 | |
Boeing Company (BA) | 0.6 | $50M | 153k | 325.76 | |
Merck & Co (MRK) | 0.6 | $48M | 524k | 90.95 | |
Anthem (ELV) | 0.6 | $48M | 158k | 302.03 | |
Procter & Gamble Company (PG) | 0.6 | $46M | 365k | 124.90 | |
Microchip Technology (MCHP) | 0.6 | $45M | 426k | 104.72 | |
Sempra Energy (SRE) | 0.6 | $43M | 287k | 151.48 | |
Coca-Cola Company (KO) | 0.6 | $42M | 766k | 55.35 | |
Deere & Company (DE) | 0.5 | $42M | 241k | 173.26 | |
Oracle Corporation (ORCL) | 0.5 | $42M | 792k | 52.98 | |
Mondelez Int (MDLZ) | 0.5 | $42M | 754k | 55.08 | |
Linde | 0.5 | $41M | 191k | 212.90 | |
NVIDIA Corporation (NVDA) | 0.5 | $40M | 168k | 235.30 | |
Wells Fargo & Company (WFC) | 0.5 | $39M | 722k | 53.80 | |
Nutrien (NTR) | 0.5 | $36M | 751k | 47.94 | |
AstraZeneca (AZN) | 0.5 | $35M | 706k | 49.86 | |
Equifax (EFX) | 0.5 | $35M | 247k | 140.12 | |
Yum! Brands (YUM) | 0.5 | $35M | 345k | 100.73 | |
Msci (MSCI) | 0.4 | $33M | 129k | 258.18 | |
Electronic Arts (EA) | 0.4 | $31M | 290k | 107.51 | |
Humana (HUM) | 0.4 | $31M | 83k | 366.53 | |
Chipotle Mexican Grill (CMG) | 0.4 | $31M | 37k | 837.12 | |
Neurocrine Biosciences (NBIX) | 0.4 | $31M | 289k | 107.49 | |
Asml Holding (ASML) | 0.4 | $30M | 103k | 295.94 | |
Ryanair Holdings (RYAAY) | 0.4 | $30M | 339k | 87.61 | |
Old Dominion Freight Line (ODFL) | 0.4 | $28M | 146k | 189.78 | |
Cable One (CABO) | 0.3 | $27M | 18k | 1488.45 | |
Beigene (BGNE) | 0.3 | $27M | 164k | 165.76 | |
Renaissance Re Holdings Ltd Cmn (RNR) | 0.3 | $26M | 130k | 196.02 | |
Edwards Lifesciences (EW) | 0.3 | $24M | 104k | 233.29 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $24M | 109k | 218.95 | |
Everest Re Group (EG) | 0.3 | $24M | 87k | 276.84 | |
America Movil Sab De Cv spon adr l | 0.3 | $23M | 1.5M | 16.00 | |
Exxon Mobil Corporation (XOM) | 0.3 | $23M | 333k | 69.78 | |
Berkshire Hathaway (BRK.A) | 0.3 | $23M | 69.00 | 339594.20 | |
Diageo (DEO) | 0.3 | $23M | 139k | 168.42 | |
Huntington Bancshares Incorporated (HBAN) | 0.3 | $22M | 1.5M | 15.08 | |
Hexcel Corporation (HXL) | 0.3 | $23M | 307k | 73.31 | |
Vanguard Total World Stock Idx (VT) | 0.3 | $21M | 262k | 80.99 | |
State Street Corporation (STT) | 0.3 | $21M | 259k | 79.10 | |
Wal-Mart Stores (WMT) | 0.3 | $21M | 177k | 118.84 | |
Adobe Systems Incorporated (ADBE) | 0.3 | $21M | 64k | 329.81 | |
Palo Alto Networks (PANW) | 0.3 | $21M | 91k | 231.25 | |
Royal Caribbean Cruises (RCL) | 0.3 | $20M | 149k | 133.51 | |
Union Pacific Corporation (UNP) | 0.3 | $20M | 110k | 180.79 | |
Cigna Corp (CI) | 0.2 | $18M | 89k | 204.49 | |
AES Corporation (AES) | 0.2 | $18M | 906k | 19.90 | |
ConocoPhillips (COP) | 0.2 | $18M | 277k | 65.03 | |
Verizon Communications (VZ) | 0.2 | $17M | 271k | 61.40 | |
KLA-Tencor Corporation (KLAC) | 0.2 | $17M | 96k | 178.17 | |
Koninklijke Philips Electronics NV (PHG) | 0.2 | $17M | 339k | 48.80 | |
Waste Management (WM) | 0.2 | $15M | 130k | 113.96 | |
Texas Instruments Incorporated (TXN) | 0.2 | $15M | 115k | 128.29 | |
Exelon Corporation (EXC) | 0.2 | $14M | 307k | 45.59 | |
Estee Lauder Companies (EL) | 0.2 | $14M | 68k | 206.54 | |
Skyline Corporation (SKY) | 0.2 | $13M | 420k | 31.70 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $12M | 38k | 321.85 | |
Novo Nordisk A/S (NVO) | 0.2 | $13M | 216k | 57.88 | |
Baxter International (BAX) | 0.1 | $12M | 141k | 83.62 | |
Canadian Natl Ry (CNI) | 0.1 | $11M | 116k | 90.45 | |
Viacomcbs (PARA) | 0.1 | $11M | 254k | 41.97 | |
CMS Energy Corporation (CMS) | 0.1 | $9.8M | 156k | 62.84 | |
Sherwin-Williams Company (SHW) | 0.1 | $10M | 17k | 583.54 | |
Accenture (ACN) | 0.1 | $9.9M | 47k | 211.10 | |
Nasdaq Omx (NDAQ) | 0.1 | $9.0M | 84k | 107.10 | |
Analog Devices (ADI) | 0.1 | $9.1M | 77k | 118.84 | |
Qualcomm (QCOM) | 0.1 | $9.5M | 107k | 88.23 | |
MercadoLibre (MELI) | 0.1 | $9.1M | 16k | 571.92 | |
Edison International (EIX) | 0.1 | $9.5M | 126k | 75.41 | |
First Republic Bank/san F (FRCB) | 0.1 | $9.5M | 81k | 117.45 | |
Bwx Technologies (BWXT) | 0.1 | $9.4M | 152k | 62.08 | |
Berkshire Hathaway (BRK.B) | 0.1 | $8.2M | 36k | 226.49 | |
Norfolk Southern (NSC) | 0.1 | $8.1M | 42k | 194.14 | |
Hormel Foods Corporation (HRL) | 0.1 | $8.6M | 190k | 45.11 | |
Nextera Energy (NEE) | 0.1 | $7.3M | 30k | 242.16 | |
British American Tobac (BTI) | 0.1 | $7.6M | 179k | 42.46 | |
Trimble Navigation (TRMB) | 0.1 | $6.9M | 167k | 41.69 | |
Wynn Resorts (WYNN) | 0.1 | $7.1M | 51k | 138.88 | |
iShares Gold Trust | 0.1 | $7.3M | 504k | 14.50 | |
Hutchison China Meditech (HCM) | 0.1 | $6.9M | 276k | 25.07 | |
Truist Financial Corp equities (TFC) | 0.1 | $6.9M | 123k | 56.32 | |
United Parcel Service (UPS) | 0.1 | $6.5M | 56k | 117.06 | |
iRobot Corporation (IRBT) | 0.1 | $6.1M | 121k | 50.63 | |
Altice Usa Inc cl a (ATUS) | 0.1 | $6.0M | 220k | 27.34 | |
Digital Realty Trust (DLR) | 0.1 | $5.8M | 48k | 119.74 | |
Altria (MO) | 0.1 | $5.4M | 108k | 49.91 | |
Church & Dwight (CHD) | 0.1 | $5.7M | 81k | 70.34 | |
Camden Property Trust (CPT) | 0.1 | $5.3M | 50k | 106.11 | |
Crown Castle Intl Corp New 6.875% con pfd a | 0.1 | $5.2M | 4.1k | 1281.79 | |
Si-bone (SIBN) | 0.1 | $5.5M | 258k | 21.50 | |
PNC Financial Services (PNC) | 0.1 | $4.5M | 28k | 159.61 | |
Pfizer (PFE) | 0.1 | $4.3M | 110k | 39.18 | |
United Technologies Corporation | 0.1 | $4.6M | 31k | 149.76 | |
Sempra Energy convertible preferred security | 0.1 | $4.5M | 38k | 120.02 | |
T. Rowe Price (TROW) | 0.1 | $4.2M | 35k | 121.85 | |
Air Products & Chemicals (APD) | 0.1 | $3.8M | 16k | 234.99 | |
Abbvie (ABBV) | 0.1 | $4.1M | 46k | 88.55 | |
Ringcentral (RNG) | 0.1 | $3.9M | 23k | 168.66 | |
Equitrans Midstream Corp (ETRN) | 0.1 | $3.5M | 265k | 13.36 | |
Dow (DOW) | 0.1 | $4.2M | 77k | 54.73 | |
Automatic Data Processing (ADP) | 0.0 | $3.1M | 18k | 170.52 | |
International Business Machines (IBM) | 0.0 | $3.3M | 25k | 134.06 | |
Universal Display Corporation (OLED) | 0.0 | $3.2M | 16k | 206.09 | |
Yeti Hldgs (YETI) | 0.0 | $3.0M | 87k | 34.78 | |
MasterCard Incorporated (MA) | 0.0 | $2.0M | 6.6k | 298.64 | |
Progressive Corporation (PGR) | 0.0 | $2.2M | 30k | 72.39 | |
McDonald's Corporation (MCD) | 0.0 | $2.5M | 13k | 197.63 | |
Home Depot (HD) | 0.0 | $2.1M | 9.8k | 218.34 | |
Bristol Myers Squibb (BMY) | 0.0 | $2.0M | 31k | 64.19 | |
Darden Restaurants (DRI) | 0.0 | $2.6M | 24k | 109.01 | |
Whirlpool Corporation (WHR) | 0.0 | $2.7M | 18k | 147.51 | |
Amgen (AMGN) | 0.0 | $2.4M | 10k | 241.03 | |
Pepsi (PEP) | 0.0 | $2.1M | 15k | 136.65 | |
Clorox Company (CLX) | 0.0 | $2.5M | 16k | 153.55 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $1.9M | 12k | 163.66 | |
Vanguard High Dividend Yield ETF (VYM) | 0.0 | $2.0M | 21k | 93.71 | |
Vanguard Energy ETF (VDE) | 0.0 | $2.1M | 26k | 81.50 | |
Fireeye | 0.0 | $2.4M | 147k | 16.53 | |
Ultragenyx Pharmaceutical (RARE) | 0.0 | $2.5M | 59k | 42.71 | |
Vaneck Vectors Junior Gold Miners Etf etf (GDXJ) | 0.0 | $2.1M | 51k | 42.26 | |
Bank of America Corporation (BAC) | 0.0 | $1.4M | 40k | 35.21 | |
Johnson & Johnson (JNJ) | 0.0 | $1.9M | 13k | 145.86 | |
Walt Disney Company (DIS) | 0.0 | $1.8M | 12k | 144.61 | |
PPG Industries (PPG) | 0.0 | $1.7M | 12k | 133.48 | |
SYSCO Corporation (SYY) | 0.0 | $1.3M | 16k | 85.53 | |
Emerson Electric (EMR) | 0.0 | $1.4M | 18k | 76.28 | |
Gartner (IT) | 0.0 | $1.2M | 7.6k | 154.05 | |
iShares MSCI EAFE Index Fund (EFA) | 0.0 | $1.3M | 19k | 69.44 | |
Starbucks Corporation (SBUX) | 0.0 | $1.4M | 16k | 87.91 | |
iShares Russell 1000 Index (IWB) | 0.0 | $1.9M | 11k | 178.47 | |
Aqua America | 0.0 | $1.6M | 35k | 46.93 | |
AECOM Technology Corporation (ACM) | 0.0 | $1.6M | 37k | 43.13 | |
iShares Lehman Aggregate Bond (AGG) | 0.0 | $1.6M | 14k | 112.35 | |
Alibaba Group Holding (BABA) | 0.0 | $1.4M | 6.5k | 212.03 | |
Sage Therapeutics (SAGE) | 0.0 | $1.6M | 22k | 72.18 | |
Hp (HPQ) | 0.0 | $1.4M | 70k | 20.55 | |
Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.8M | 33k | 55.94 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $615k | 14k | 44.90 | |
Goldman Sachs (GS) | 0.0 | $595k | 2.6k | 229.82 | |
Caterpillar (CAT) | 0.0 | $480k | 3.2k | 147.83 | |
FedEx Corporation (FDX) | 0.0 | $909k | 6.0k | 151.15 | |
General Electric Company | 0.0 | $558k | 50k | 11.15 | |
3M Company (MMM) | 0.0 | $504k | 2.9k | 176.29 | |
At&t (T) | 0.0 | $709k | 18k | 39.10 | |
Copart (CPRT) | 0.0 | $546k | 6.0k | 91.00 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $542k | 3.9k | 137.67 | |
Travelers Companies (TRV) | 0.0 | $422k | 3.1k | 137.10 | |
Vulcan Materials Company (VMC) | 0.0 | $617k | 4.3k | 144.09 | |
Raytheon Company | 0.0 | $401k | 1.8k | 219.85 | |
CVS Caremark Corporation (CVS) | 0.0 | $440k | 5.9k | 74.22 | |
Thermo Fisher Scientific (TMO) | 0.0 | $490k | 1.5k | 324.72 | |
Lockheed Martin Corporation (LMT) | 0.0 | $529k | 1.4k | 389.26 | |
Colgate-Palmolive Company (CL) | 0.0 | $589k | 8.6k | 68.82 | |
Honeywell International (HON) | 0.0 | $613k | 3.5k | 176.86 | |
Royal Dutch Shell | 0.0 | $597k | 10k | 59.02 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $684k | 5.0k | 136.55 | |
Sap (SAP) | 0.0 | $457k | 3.4k | 134.06 | |
Applied Materials (AMAT) | 0.0 | $479k | 7.8k | 61.09 | |
IDEX Corporation (IEX) | 0.0 | $475k | 2.8k | 171.91 | |
Sykes Enterprises, Incorporated | 0.0 | $559k | 15k | 36.97 | |
SPDR Gold Trust (GLD) | 0.0 | $919k | 6.4k | 142.92 | |
salesforce (CRM) | 0.0 | $852k | 5.2k | 162.66 | |
iShares Russell 2000 Index (IWM) | 0.0 | $649k | 3.9k | 165.69 | |
Camden National Corporation (CAC) | 0.0 | $1.1M | 23k | 46.06 | |
FMC Corporation (FMC) | 0.0 | $733k | 7.3k | 99.86 | |
Middlesex Water Company (MSEX) | 0.0 | $636k | 10k | 63.60 | |
First Ban (FNLC) | 0.0 | $1.0M | 34k | 30.24 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $576k | 9.7k | 59.66 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $812k | 3.9k | 205.83 | |
iShares Russell 2000 Growth Index (IWO) | 0.0 | $648k | 3.0k | 214.36 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $627k | 3.5k | 178.07 | |
Vanguard European ETF (VGK) | 0.0 | $394k | 6.7k | 58.54 | |
Noah Holdings (NOAH) | 0.0 | $458k | 13k | 35.35 | |
Prologis (PLD) | 0.0 | $495k | 5.6k | 89.12 | |
Cbre Group Inc Cl A (CBRE) | 0.0 | $395k | 6.4k | 61.32 | |
Flexshares Tr mornstar upstr (GUNR) | 0.0 | $640k | 19k | 33.53 | |
Global X Fds ftse greec | 0.0 | $503k | 50k | 10.13 | |
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.0 | $758k | 54k | 14.17 | |
Ishares Inc core msci emkt (IEMG) | 0.0 | $528k | 9.8k | 53.74 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $1.0M | 16k | 65.25 | |
Intercept Pharmaceuticals In | 0.0 | $1.0M | 8.4k | 123.93 | |
Norwegian Cruise Line Hldgs (NCLH) | 0.0 | $578k | 10k | 57.58 | |
Flexshares Tr mstar emkt (TLTE) | 0.0 | $794k | 15k | 53.13 | |
Agios Pharmaceuticals (AGIO) | 0.0 | $1.1M | 22k | 47.76 | |
Vanguard S&p 500 Etf idx (VOO) | 0.0 | $964k | 3.3k | 295.80 | |
Walgreen Boots Alliance (WBA) | 0.0 | $389k | 6.6k | 58.93 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $654k | 22k | 29.27 | |
Bancorpsouth Bank | 0.0 | $1.1M | 34k | 31.42 | |
Invesco Exch-traded Fd Tr Div etf (PFM) | 0.0 | $415k | 14k | 30.74 | |
Etfs Physical Platinum (PPLT) | 0.0 | $604k | 6.6k | 90.96 | |
Aberdeen Standard Physical Silver Shares Etf etf (SIVR) | 0.0 | $654k | 38k | 17.32 | |
Dupont De Nemours (DD) | 0.0 | $584k | 9.1k | 64.20 | |
BP (BP) | 0.0 | $71k | 1.9k | 37.71 | |
Packaging Corporation of America (PKG) | 0.0 | $3.0k | 31.00 | 96.77 | |
Hasbro (HAS) | 0.0 | $6.0k | 57.00 | 105.26 | |
Lear Corporation (LEA) | 0.0 | $20k | 144.00 | 138.89 | |
Vale (VALE) | 0.0 | $1.0k | 50.00 | 20.00 | |
Fomento Economico Mexicano SAB (FMX) | 0.0 | $3.0k | 31.00 | 96.77 | |
NRG Energy (NRG) | 0.0 | $3.0k | 88.00 | 34.09 | |
ICICI Bank (IBN) | 0.0 | $5.0k | 359.00 | 13.93 | |
Portland General Electric Company (POR) | 0.0 | $2.0k | 27.00 | 74.07 | |
Ansys (ANSS) | 0.0 | $58k | 225.00 | 257.78 | |
Corning Incorporated (GLW) | 0.0 | $105k | 3.6k | 29.00 | |
BlackRock (BLK) | 0.0 | $142k | 283.00 | 501.77 | |
Broadridge Financial Solutions (BR) | 0.0 | $310k | 2.5k | 123.60 | |
Hartford Financial Services (HIG) | 0.0 | $36k | 600.00 | 60.00 | |
Charles Schwab Corporation (SCHW) | 0.0 | $98k | 2.1k | 47.62 | |
U.S. Bancorp (USB) | 0.0 | $241k | 4.1k | 59.18 | |
American Express Company (AXP) | 0.0 | $33k | 266.00 | 124.06 | |
Fidelity National Information Services (FIS) | 0.0 | $157k | 1.1k | 139.18 | |
Principal Financial (PFG) | 0.0 | $268k | 4.9k | 54.96 | |
CVB Financial (CVBF) | 0.0 | $336k | 16k | 21.57 | |
Discover Financial Services (DFS) | 0.0 | $47k | 558.00 | 84.23 | |
Arthur J. Gallagher & Co. (AJG) | 0.0 | $52k | 549.00 | 94.72 | |
Ameriprise Financial (AMP) | 0.0 | $11k | 65.00 | 169.23 | |
Ecolab (ECL) | 0.0 | $155k | 805.00 | 192.55 | |
M&T Bank Corporation (MTB) | 0.0 | $149k | 876.00 | 170.09 | |
Republic Services (RSG) | 0.0 | $215k | 2.4k | 89.58 | |
Tractor Supply Company (TSCO) | 0.0 | $2.0k | 19.00 | 105.26 | |
Incyte Corporation (INCY) | 0.0 | $204k | 2.3k | 87.37 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $8.0k | 21.00 | 380.95 | |
Health Care SPDR (XLV) | 0.0 | $48k | 470.00 | 102.13 | |
Martin Marietta Materials (MLM) | 0.0 | $2.0k | 6.00 | 333.33 | |
ResMed (RMD) | 0.0 | $3.0k | 19.00 | 157.89 | |
Sony Corporation (SONY) | 0.0 | $42k | 620.00 | 67.74 | |
Ameren Corporation (AEE) | 0.0 | $152k | 2.0k | 76.92 | |
Brookfield Asset Management | 0.0 | $135k | 2.3k | 57.87 | |
Consolidated Edison (ED) | 0.0 | $6.0k | 62.00 | 96.77 | |
Dominion Resources (D) | 0.0 | $57k | 691.00 | 82.49 | |
Lennar Corporation (LEN) | 0.0 | $32k | 575.00 | 55.65 | |
FirstEnergy (FE) | 0.0 | $25k | 521.00 | 47.98 | |
Autodesk (ADSK) | 0.0 | $2.0k | 11.00 | 181.82 | |
Bank of Hawaii Corporation (BOH) | 0.0 | $112k | 1.2k | 94.75 | |
Carnival Corporation (CCL) | 0.0 | $15k | 300.00 | 50.00 | |
Cerner Corporation | 0.0 | $2.0k | 24.00 | 83.33 | |
Citrix Systems | 0.0 | $58k | 521.00 | 111.32 | |
Hologic (HOLX) | 0.0 | $51k | 985.00 | 51.78 | |
IDEXX Laboratories (IDXX) | 0.0 | $186k | 714.00 | 260.50 | |
LKQ Corporation (LKQ) | 0.0 | $13k | 355.00 | 36.62 | |
Noble Energy | 0.0 | $2.0k | 92.00 | 21.74 | |
Nuance Communications | 0.0 | $1.0k | 46.00 | 21.74 | |
Paychex (PAYX) | 0.0 | $272k | 3.2k | 85.08 | |
RPM International (RPM) | 0.0 | $33k | 425.00 | 77.65 | |
Rollins (ROL) | 0.0 | $147k | 4.4k | 33.06 | |
Snap-on Incorporated (SNA) | 0.0 | $5.0k | 27.00 | 185.19 | |
Sonoco Products Company (SON) | 0.0 | $30k | 492.00 | 60.98 | |
Stanley Black & Decker (SWK) | 0.0 | $298k | 1.8k | 165.83 | |
V.F. Corporation (VFC) | 0.0 | $120k | 1.2k | 100.00 | |
W.W. Grainger (GWW) | 0.0 | $59k | 173.00 | 341.04 | |
Molson Coors Brewing Company (TAP) | 0.0 | $38k | 698.00 | 54.44 | |
Transocean (RIG) | 0.0 | $1.0k | 200.00 | 5.00 | |
AFLAC Incorporated (AFL) | 0.0 | $31k | 595.00 | 52.10 | |
Avery Dennison Corporation (AVY) | 0.0 | $30k | 233.00 | 128.76 | |
Boston Scientific Corporation (BSX) | 0.0 | $87k | 1.9k | 45.43 | |
Nordstrom (JWN) | 0.0 | $40k | 984.00 | 40.65 | |
Ross Stores (ROST) | 0.0 | $157k | 1.4k | 116.12 | |
Verisign (VRSN) | 0.0 | $140k | 729.00 | 192.04 | |
Akamai Technologies (AKAM) | 0.0 | $12k | 134.00 | 89.55 | |
Morgan Stanley (MS) | 0.0 | $64k | 1.3k | 51.04 | |
Albany International (AIN) | 0.0 | $2.0k | 27.00 | 74.07 | |
Regions Financial Corporation (RF) | 0.0 | $228k | 13k | 17.19 | |
SVB Financial (SIVBQ) | 0.0 | $238k | 947.00 | 251.32 | |
Mid-America Apartment (MAA) | 0.0 | $57k | 435.00 | 131.03 | |
Nokia Corporation (NOK) | 0.0 | $126k | 34k | 3.70 | |
DaVita (DVA) | 0.0 | $5.0k | 68.00 | 73.53 | |
United Rentals (URI) | 0.0 | $12k | 70.00 | 171.43 | |
AmerisourceBergen (COR) | 0.0 | $84k | 992.00 | 84.68 | |
Cincinnati Financial Corporation (CINF) | 0.0 | $55k | 520.00 | 105.77 | |
Xilinx | 0.0 | $92k | 941.00 | 97.77 | |
Mettler-Toledo International (MTD) | 0.0 | $14k | 18.00 | 777.78 | |
Unum (UNM) | 0.0 | $87k | 3.0k | 29.00 | |
Office Depot | 0.0 | $17k | 6.3k | 2.68 | |
Interpublic Group of Companies (IPG) | 0.0 | $6.0k | 264.00 | 22.73 | |
WellCare Health Plans | 0.0 | $7.0k | 21.00 | 333.33 | |
Valero Energy Corporation (VLO) | 0.0 | $35k | 371.00 | 94.34 | |
Waters Corporation (WAT) | 0.0 | $2.0k | 8.00 | 250.00 | |
CenturyLink | 0.0 | $52k | 4.0k | 13.16 | |
Kroger (KR) | 0.0 | $12k | 400.00 | 30.00 | |
Becton, Dickinson and (BDX) | 0.0 | $55k | 203.00 | 270.94 | |
Helmerich & Payne (HP) | 0.0 | $101k | 2.2k | 45.56 | |
Novartis (NVS) | 0.0 | $176k | 1.9k | 94.67 | |
NiSource (NI) | 0.0 | $348k | 13k | 27.84 | |
Federal Signal Corporation (FSS) | 0.0 | $18k | 550.00 | 32.73 | |
Aegon | 0.0 | $2.0k | 509.00 | 3.93 | |
Allstate Corporation (ALL) | 0.0 | $247k | 2.2k | 112.37 | |
Capital One Financial (COF) | 0.0 | $95k | 923.00 | 102.93 | |
eBay (EBAY) | 0.0 | $65k | 1.8k | 36.23 | |
General Mills (GIS) | 0.0 | $13k | 250.00 | 52.00 | |
GlaxoSmithKline | 0.0 | $258k | 5.5k | 46.96 | |
Halliburton Company (HAL) | 0.0 | $136k | 5.6k | 24.50 | |
Intuitive Surgical (ISRG) | 0.0 | $13k | 22.00 | 590.91 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $34k | 831.00 | 40.91 | |
Rio Tinto (RIO) | 0.0 | $226k | 3.8k | 59.27 | |
Stryker Corporation (SYK) | 0.0 | $342k | 1.6k | 209.69 | |
Target Corporation (TGT) | 0.0 | $94k | 736.00 | 127.72 | |
Telefonica (TEF) | 0.0 | $2.0k | 240.00 | 8.33 | |
Unilever | 0.0 | $181k | 3.1k | 57.52 | |
American Electric Power Company (AEP) | 0.0 | $336k | 3.6k | 94.65 | |
Encana Corp | 0.0 | $15k | 3.2k | 4.66 | |
iShares S&P 500 Index (IVV) | 0.0 | $38k | 117.00 | 324.79 | |
Biogen Idec (BIIB) | 0.0 | $34k | 115.00 | 295.65 | |
Ford Motor Company (F) | 0.0 | $3.0k | 310.00 | 9.68 | |
Total (TTE) | 0.0 | $14k | 247.00 | 56.68 | |
Williams Companies (WMB) | 0.0 | $348k | 15k | 23.73 | |
Canadian Natural Resources (CNQ) | 0.0 | $2.0k | 51.00 | 39.22 | |
PG&E Corporation (PCG) | 0.0 | $6.0k | 539.00 | 11.13 | |
TJX Companies (TJX) | 0.0 | $227k | 3.7k | 61.04 | |
Henry Schein (HSIC) | 0.0 | $195k | 2.9k | 66.76 | |
Southern Company (SO) | 0.0 | $96k | 1.5k | 64.00 | |
Illinois Tool Works (ITW) | 0.0 | $288k | 1.6k | 179.33 | |
Anheuser-Busch InBev NV (BUD) | 0.0 | $12k | 151.00 | 79.47 | |
Lowe's Companies (LOW) | 0.0 | $226k | 1.9k | 119.51 | |
Marriott International (MAR) | 0.0 | $26k | 173.00 | 150.29 | |
Cintas Corporation (CTAS) | 0.0 | $202k | 750.00 | 269.33 | |
Brookfield Infrastructure Part (BIP) | 0.0 | $58k | 1.2k | 48.37 | |
Tupperware Brands Corporation | 0.0 | $2.0k | 180.00 | 11.11 | |
Prudential Financial (PRU) | 0.0 | $27k | 285.00 | 94.74 | |
Dollar Tree (DLTR) | 0.0 | $354k | 3.8k | 94.12 | |
Enstar Group (ESGR) | 0.0 | $60k | 286.00 | 209.79 | |
Dover Motorsports | 0.0 | $5.0k | 2.6k | 1.94 | |
D.R. Horton (DHI) | 0.0 | $4.0k | 75.00 | 53.33 | |
Ii-vi | 0.0 | $1.0k | 20.00 | 50.00 | |
Live Nation Entertainment (LYV) | 0.0 | $95k | 1.3k | 71.59 | |
United States Oil Fund | 0.0 | $300k | 24k | 12.79 | |
Fiserv (FI) | 0.0 | $213k | 1.8k | 115.38 | |
Dover Corporation (DOV) | 0.0 | $2.0k | 15.00 | 133.33 | |
New York Community Ban | 0.0 | $3.0k | 227.00 | 13.22 | |
PPL Corporation (PPL) | 0.0 | $176k | 4.9k | 35.82 | |
Public Service Enterprise (PEG) | 0.0 | $83k | 1.4k | 59.37 | |
Xcel Energy (XEL) | 0.0 | $212k | 3.3k | 63.55 | |
Arch Capital Group (ACGL) | 0.0 | $82k | 1.9k | 42.82 | |
C.H. Robinson Worldwide (CHRW) | 0.0 | $27k | 345.00 | 78.26 | |
Fastenal Company (FAST) | 0.0 | $116k | 3.1k | 37.11 | |
Roper Industries (ROP) | 0.0 | $66k | 186.00 | 354.84 | |
Verisk Analytics (VRSK) | 0.0 | $8.0k | 51.00 | 156.86 | |
J.M. Smucker Company (SJM) | 0.0 | $3.0k | 30.00 | 100.00 | |
Kaiser Aluminum (KALU) | 0.0 | $999.960000 | 12.00 | 83.33 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $53k | 659.00 | 80.42 | |
Marathon Oil Corporation (MRO) | 0.0 | $30k | 2.2k | 13.46 | |
Lennar Corporation (LEN.B) | 0.0 | $0 | 11.00 | 0.00 | |
Constellation Brands (STZ) | 0.0 | $78k | 410.00 | 190.24 | |
Netflix (NFLX) | 0.0 | $181k | 559.00 | 323.79 | |
Zimmer Holdings (ZBH) | 0.0 | $90k | 600.00 | 150.00 | |
Donaldson Company (DCI) | 0.0 | $2.0k | 34.00 | 58.82 | |
Lexington Realty Trust (LXP) | 0.0 | $228k | 22k | 10.60 | |
Delta Air Lines (DAL) | 0.0 | $66k | 1.1k | 58.72 | |
Advanced Micro Devices (AMD) | 0.0 | $5.0k | 100.00 | 50.00 | |
Amphenol Corporation (APH) | 0.0 | $71k | 660.00 | 107.58 | |
Micron Technology (MU) | 0.0 | $14k | 253.00 | 55.34 | |
Juniper Networks (JNPR) | 0.0 | $86k | 3.5k | 24.71 | |
First Horizon National Corporation (FHN) | 0.0 | $0 | 2.00 | 0.00 | |
Entergy Corporation (ETR) | 0.0 | $335k | 2.8k | 119.77 | |
Illumina (ILMN) | 0.0 | $89k | 267.00 | 333.33 | |
Under Armour (UAA) | 0.0 | $48k | 2.2k | 21.53 | |
Boston Private Financial Holdings | 0.0 | $72k | 6.0k | 12.00 | |
Celanese Corporation (CE) | 0.0 | $177k | 1.4k | 122.92 | |
CF Industries Holdings (CF) | 0.0 | $2.0k | 41.00 | 48.78 | |
Compass Diversified Holdings (CODI) | 0.0 | $65k | 2.6k | 24.90 | |
ESCO Technologies (ESE) | 0.0 | $4.0k | 44.00 | 90.91 | |
Key (KEY) | 0.0 | $35k | 1.7k | 20.21 | |
Kulicke and Soffa Industries (KLIC) | 0.0 | $6.0k | 221.00 | 27.15 | |
Marine Products (MPX) | 0.0 | $4.0k | 250.00 | 16.00 | |
RPC (RES) | 0.0 | $26k | 5.0k | 5.22 | |
Sun Life Financial (SLF) | 0.0 | $11k | 250.00 | 44.00 | |
Alaska Air (ALK) | 0.0 | $5.0k | 81.00 | 61.73 | |
Black Hills Corporation (BKH) | 0.0 | $141k | 1.8k | 78.33 | |
Flextronics International Ltd Com Stk (FLEX) | 0.0 | $5.0k | 425.00 | 11.76 | |
Huntsman Corporation (HUN) | 0.0 | $6.0k | 250.00 | 24.00 | |
Lam Research Corporation (LRCX) | 0.0 | $2.0k | 8.00 | 250.00 | |
MKS Instruments (MKSI) | 0.0 | $8.0k | 76.00 | 105.26 | |
Assured Guaranty (AGO) | 0.0 | $7.0k | 134.00 | 52.24 | |
Align Technology (ALGN) | 0.0 | $2.0k | 8.00 | 250.00 | |
Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.0 | $5.0k | 929.00 | 5.38 | |
Commerce Bancshares (CBSH) | 0.0 | $150k | 2.2k | 67.97 | |
Cabot Microelectronics Corporation | 0.0 | $1.0k | 10.00 | 100.00 | |
CenterPoint Energy (CNP) | 0.0 | $2.0k | 59.00 | 33.90 | |
Concho Resources | 0.0 | $18k | 200.00 | 90.00 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $7.0k | 66.00 | 106.06 | |
Energy Transfer Equity (ET) | 0.0 | $65k | 5.1k | 12.74 | |
Intuit (INTU) | 0.0 | $94k | 357.00 | 263.31 | |
Ingersoll-rand Co Ltd-cl A | 0.0 | $9.0k | 70.00 | 128.57 | |
Banco Itau Holding Financeira (ITUB) | 0.0 | $5.0k | 568.00 | 8.80 | |
John Bean Technologies Corporation (JBT) | 0.0 | $151k | 1.3k | 113.02 | |
Alliant Energy Corporation (LNT) | 0.0 | $5.0k | 98.00 | 51.02 | |
MetLife (MET) | 0.0 | $13k | 258.00 | 50.39 | |
MarketAxess Holdings (MKTX) | 0.0 | $80k | 210.00 | 380.95 | |
Medical Properties Trust (MPW) | 0.0 | $6.0k | 272.00 | 22.06 | |
Nordson Corporation (NDSN) | 0.0 | $6.0k | 34.00 | 176.47 | |
EnPro Industries (NPO) | 0.0 | $0 | 1.00 | 0.00 | |
Omnicell (OMCL) | 0.0 | $11k | 135.00 | 81.48 | |
Piper Jaffray Companies (PIPR) | 0.0 | $0 | 1.00 | 0.00 | |
Prudential Public Limited Company (PUK) | 0.0 | $28k | 748.00 | 37.43 | |
Teleflex Incorporated (TFX) | 0.0 | $4.0k | 11.00 | 363.64 | |
UGI Corporation (UGI) | 0.0 | $285k | 6.3k | 45.24 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $123k | 485.00 | 253.61 | |
Cathay General Ban (CATY) | 0.0 | $227k | 6.0k | 38.09 | |
Centene Corporation (CNC) | 0.0 | $168k | 2.7k | 62.73 | |
Hain Celestial (HAIN) | 0.0 | $10k | 370.00 | 27.03 | |
Cheniere Energy (LNG) | 0.0 | $379k | 6.2k | 60.99 | |
Lululemon Athletica (LULU) | 0.0 | $3.0k | 15.00 | 200.00 | |
Unilever (UL) | 0.0 | $187k | 3.3k | 57.12 | |
United States Steel Corporation (X) | 0.0 | $3.0k | 222.00 | 13.51 | |
Agree Realty Corporation (ADC) | 0.0 | $2.0k | 33.00 | 60.61 | |
Allete (ALE) | 0.0 | $4.0k | 47.00 | 85.11 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $301k | 2.7k | 111.85 | |
CONMED Corporation (CNMD) | 0.0 | $3.0k | 26.00 | 115.38 | |
EastGroup Properties (EGP) | 0.0 | $2.0k | 15.00 | 133.33 | |
H.B. Fuller Company (FUL) | 0.0 | $3.0k | 60.00 | 50.00 | |
Gentex Corporation (GNTX) | 0.0 | $58k | 2.0k | 29.00 | |
Integra LifeSciences Holdings (IART) | 0.0 | $30k | 517.00 | 58.03 | |
Kansas City Southern | 0.0 | $4.0k | 29.00 | 137.93 | |
Lloyds TSB (LYG) | 0.0 | $7.0k | 2.2k | 3.20 | |
McCormick & Company, Incorporated (MKC) | 0.0 | $7.0k | 43.00 | 162.79 | |
Revlon | 0.0 | $2.0k | 90.00 | 22.22 | |
Rigel Pharmaceuticals | 0.0 | $0 | 46.00 | 0.00 | |
Scotts Miracle-Gro Company (SMG) | 0.0 | $69k | 650.00 | 106.15 | |
VMware | 0.0 | $4.0k | 26.00 | 153.85 | |
WD-40 Company (WDFC) | 0.0 | $272k | 1.4k | 194.29 | |
Ametek (AME) | 0.0 | $31k | 315.00 | 98.41 | |
OceanFirst Financial (OCFC) | 0.0 | $19k | 733.00 | 25.92 | |
Sterling Ban | 0.0 | $317k | 15k | 21.06 | |
Allegheny Technologies Incorporated (ATI) | 0.0 | $52k | 2.5k | 20.63 | |
Tor Dom Bk Cad (TD) | 0.0 | $304k | 5.4k | 56.20 | |
Bank Of Montreal Cadcom (BMO) | 0.0 | $260k | 3.4k | 77.61 | |
National Health Investors (NHI) | 0.0 | $3.0k | 37.00 | 81.08 | |
Technology SPDR (XLK) | 0.0 | $154k | 1.7k | 91.67 | |
EQT Corporation (EQT) | 0.0 | $2.0k | 184.00 | 10.87 | |
National Retail Properties (NNN) | 0.0 | $60k | 1.1k | 53.86 | |
Seneca Foods Corporation (SENEB) | 0.0 | $213k | 5.2k | 40.96 | |
Seneca Foods Corporation (SENEA) | 0.0 | $212k | 5.2k | 40.77 | |
Suncor Energy (SU) | 0.0 | $360k | 11k | 32.78 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $59k | 334.00 | 176.65 | |
Manulife Finl Corp (MFC) | 0.0 | $22k | 1.1k | 19.91 | |
Vanguard Financials ETF (VFH) | 0.0 | $76k | 998.00 | 76.15 | |
Brandywine Realty Trust (BDN) | 0.0 | $16k | 1.0k | 16.00 | |
American International (AIG) | 0.0 | $2.0k | 39.00 | 51.28 | |
American Water Works (AWK) | 0.0 | $61k | 500.00 | 122.00 | |
Bar Harbor Bankshares (BHB) | 0.0 | $57k | 2.3k | 25.33 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $17k | 133.00 | 127.82 | |
iShares Russell Midcap Value Index (IWS) | 0.0 | $44k | 460.00 | 95.65 | |
iShares S&P MidCap 400 Growth (IJK) | 0.0 | $24k | 100.00 | 240.00 | |
Liberty Property Trust | 0.0 | $58k | 970.00 | 59.79 | |
Mellanox Technologies | 0.0 | $94k | 808.00 | 116.34 | |
Oneok (OKE) | 0.0 | $87k | 1.1k | 76.05 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $21k | 330.00 | 63.64 | |
Financial Select Sector SPDR (XLF) | 0.0 | $82k | 2.6k | 30.97 | |
Simon Property (SPG) | 0.0 | $2.0k | 15.00 | 133.33 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $86k | 300.00 | 286.67 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $198k | 528.00 | 375.00 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $158k | 3.6k | 44.07 | |
Pixelworks (PXLW) | 0.0 | $2.0k | 409.00 | 4.89 | |
KAR Auction Services (KAR) | 0.0 | $8.0k | 379.00 | 21.11 | |
iShares Dow Jones US Real Estate (IYR) | 0.0 | $24k | 253.00 | 94.86 | |
Garmin (GRMN) | 0.0 | $7.0k | 69.00 | 101.45 | |
Consumer Discretionary SPDR (XLY) | 0.0 | $43k | 340.00 | 126.47 | |
Genpact (G) | 0.0 | $87k | 2.1k | 42.44 | |
Tesla Motors (TSLA) | 0.0 | $10k | 25.00 | 400.00 | |
LogMeIn | 0.0 | $3.0k | 34.00 | 88.24 | |
Green Dot Corporation (GDOT) | 0.0 | $8.0k | 353.00 | 22.66 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $105k | 995.00 | 105.53 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $230k | 2.7k | 83.76 | |
EXACT Sciences Corporation (EXAS) | 0.0 | $2.0k | 20.00 | 100.00 | |
Vanguard Emerging Markets ETF (VWO) | 0.0 | $168k | 3.8k | 44.37 | |
Tri-Continental Corporation (TY) | 0.0 | $66k | 2.3k | 28.21 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $242k | 4.5k | 53.68 | |
Vanguard Growth ETF (VUG) | 0.0 | $176k | 966.00 | 182.19 | |
Fortinet (FTNT) | 0.0 | $10k | 90.00 | 111.11 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $106k | 2.3k | 46.49 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $185k | 1.2k | 152.64 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $79k | 410.00 | 192.68 | |
SPDR S&P Dividend (SDY) | 0.0 | $180k | 1.7k | 107.78 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $94k | 569.00 | 165.20 | |
Cohen & Steers infrastucture Fund (UTF) | 0.0 | $183k | 7.0k | 26.17 | |
Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $54k | 4.3k | 12.47 | |
First Trust DJ Internet Index Fund (FDN) | 0.0 | $223k | 1.6k | 139.38 | |
Industries N shs - a - (LYB) | 0.0 | $17k | 185.00 | 91.89 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $228k | 3.9k | 58.09 | |
General Motors Company (GM) | 0.0 | $0 | 5.00 | 0.00 | |
Liberty All-Star Equity Fund (USA) | 0.0 | $0 | 1.00 | 0.00 | |
FleetCor Technologies | 0.0 | $11k | 37.00 | 297.30 | |
iShares MSCI ACWI Index Fund (ACWI) | 0.0 | $79k | 1.0k | 79.00 | |
Artesian Resources Corporation (ARTNA) | 0.0 | $186k | 5.0k | 37.20 | |
iShares MSCI Canada Index (EWC) | 0.0 | $53k | 1.8k | 30.11 | |
Kratos Defense & Security Solutions (KTOS) | 0.0 | $999.920000 | 29.00 | 34.48 | |
O'reilly Automotive (ORLY) | 0.0 | $43k | 98.00 | 438.78 | |
Motorola Solutions (MSI) | 0.0 | $17k | 104.00 | 163.46 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $168k | 2.0k | 84.85 | |
Kayne Anderson MLP Investment (KYN) | 0.0 | $70k | 5.1k | 13.85 | |
Vanguard REIT ETF (VNQ) | 0.0 | $188k | 2.0k | 92.84 | |
Sumitomo Mitsui Financial Grp (SMFG) | 0.0 | $33k | 4.5k | 7.32 | |
Takeda Pharmaceutical (TAK) | 0.0 | $112k | 5.7k | 19.82 | |
SPDR DJ Wilshire REIT (RWR) | 0.0 | $46k | 450.00 | 102.22 | |
Vanguard Information Technology ETF (VGT) | 0.0 | $211k | 862.00 | 244.78 | |
Royce Value Trust (RVT) | 0.0 | $5.0k | 335.00 | 14.93 | |
SPDR DJ International Real Estate ETF (RWX) | 0.0 | $10k | 270.00 | 37.04 | |
Saratoga Investment (SAR) | 0.0 | $25k | 1.0k | 25.00 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $76k | 1.2k | 62.04 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $24k | 139.00 | 172.66 | |
iShares MSCI Australia Index Fund (EWA) | 0.0 | $15k | 656.00 | 22.87 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $57k | 1.7k | 33.81 | |
iShares Dow Jones US Industrial (IYJ) | 0.0 | $66k | 396.00 | 166.67 | |
BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $11k | 1.1k | 9.73 | |
iShares S&P Global Infrastructure Index (IGF) | 0.0 | $134k | 2.8k | 47.86 | |
Tortoise MLP Fund | 0.0 | $21k | 1.9k | 10.79 | |
BlackRock MuniHolding Insured Investm | 0.0 | $55k | 4.1k | 13.26 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $89k | 974.00 | 91.38 | |
Schwab International Equity ETF (SCHF) | 0.0 | $6.0k | 185.00 | 32.43 | |
Schwab U S Small Cap ETF (SCHA) | 0.0 | $12k | 162.00 | 74.07 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $12k | 150.00 | 80.00 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $209k | 2.3k | 92.85 | |
American Intl Group | 0.0 | $0 | 20.00 | 0.00 | |
Huntington Ingalls Inds (HII) | 0.0 | $22k | 87.00 | 252.87 | |
Te Connectivity Ltd for (TEL) | 0.0 | $67k | 700.00 | 95.71 | |
Bankunited (BKU) | 0.0 | $146k | 4.0k | 36.50 | |
Hca Holdings (HCA) | 0.0 | $5.0k | 34.00 | 147.06 | |
Citigroup (C) | 0.0 | $348k | 4.4k | 79.78 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $134k | 2.9k | 45.98 | |
Sanofi Aventis Wi Conval Rt | 0.0 | $999.000000 | 900.00 | 1.11 | |
Mosaic (MOS) | 0.0 | $0 | 22.00 | 0.00 | |
Yandex Nv-a (YNDX) | 0.0 | $4.0k | 88.00 | 45.45 | |
Marathon Petroleum Corp (MPC) | 0.0 | $140k | 2.3k | 60.16 | |
Fortune Brands (FBIN) | 0.0 | $10k | 152.00 | 65.79 | |
Expedia (EXPE) | 0.0 | $2.0k | 19.00 | 105.26 | |
Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $2.0k | 12.00 | 166.67 | |
Brookfield Renewable energy partners lpu (BEP) | 0.0 | $8.0k | 170.00 | 47.06 | |
Wpx Energy | 0.0 | $19k | 1.4k | 13.91 | |
Ishares Tr usa min vo (USMV) | 0.0 | $62k | 950.00 | 65.26 | |
Db-x Msci Eafe Currency-hedged (DBEF) | 0.0 | $58k | 1.7k | 33.74 | |
Post Holdings Inc Common (POST) | 0.0 | $0 | 3.00 | 0.00 | |
Yelp Inc cl a (YELP) | 0.0 | $44k | 1.3k | 34.92 | |
Phillips 66 (PSX) | 0.0 | $158k | 1.4k | 111.27 | |
Ingredion Incorporated (INGR) | 0.0 | $3.0k | 27.00 | 111.11 | |
Duke Energy (DUK) | 0.0 | $233k | 2.6k | 91.23 | |
stock | 0.0 | $19k | 125.00 | 152.00 | |
Grifols S A Sponsored Adr R (GRFS) | 0.0 | $3.0k | 125.00 | 24.00 | |
Manchester Utd Plc New Ord Cl (MANU) | 0.0 | $2.0k | 100.00 | 20.00 | |
Epr Properties (EPR) | 0.0 | $34k | 479.00 | 70.98 | |
Eaton (ETN) | 0.0 | $191k | 2.0k | 94.55 | |
Wpp Plc- (WPP) | 0.0 | $61k | 862.00 | 70.77 | |
Ambarella (AMBA) | 0.0 | $21k | 340.00 | 61.76 | |
Vanguard Malvern Fds strm infproidx (VTIP) | 0.0 | $25k | 511.00 | 48.92 | |
Icon (ICLR) | 0.0 | $24k | 141.00 | 170.21 | |
Cyrusone | 0.0 | $8.0k | 127.00 | 62.99 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $330k | 2.5k | 132.32 | |
D First Tr Exchange-traded (FPE) | 0.0 | $10k | 495.00 | 20.20 | |
Metropcs Communications (TMUS) | 0.0 | $157k | 2.0k | 78.50 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $23k | 411.00 | 55.96 | |
News (NWSA) | 0.0 | $0 | 4.00 | 0.00 | |
Sprint | 0.0 | $113k | 22k | 5.23 | |
News Corp Class B cos (NWS) | 0.0 | $6.0k | 400.00 | 15.00 | |
Bluebird Bio (BLUE) | 0.0 | $86k | 981.00 | 87.67 | |
Leidos Holdings (LDOS) | 0.0 | $6.0k | 58.00 | 103.45 | |
Science App Int'l (SAIC) | 0.0 | $0 | 1.00 | 0.00 | |
Sterling Bancorp | 0.0 | $317k | 15k | 21.06 | |
Sirius Xm Holdings (SIRI) | 0.0 | $6.0k | 850.00 | 7.06 | |
American Airls (AAL) | 0.0 | $5.0k | 157.00 | 31.85 | |
0.0 | $40k | 1.3k | 31.75 | ||
Vodafone Group New Adr F (VOD) | 0.0 | $64k | 3.3k | 19.20 | |
Msa Safety Inc equity (MSA) | 0.0 | $5.0k | 38.00 | 131.58 | |
Knowles (KN) | 0.0 | $121k | 5.7k | 21.23 | |
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 0.0 | $32k | 1.0k | 32.00 | |
Voya Financial (VOYA) | 0.0 | $14k | 225.00 | 62.22 | |
Genmab A/s -sp (GMAB) | 0.0 | $57k | 2.5k | 22.49 | |
Grubhub | 0.0 | $52k | 1.1k | 49.01 | |
Fnf (FNF) | 0.0 | $7.0k | 150.00 | 46.67 | |
Arista Networks (ANET) | 0.0 | $3.0k | 17.00 | 176.47 | |
Gopro (GPRO) | 0.0 | $3.0k | 680.00 | 4.41 | |
Jumei Intl Hldg Ltd Sponsored | 0.0 | $12k | 6.0k | 1.99 | |
Ishares Tr core msci euro (IEUR) | 0.0 | $84k | 1.7k | 50.03 | |
Ishares Tr core tl usd bd (IUSB) | 0.0 | $138k | 2.6k | 52.29 | |
Cdk Global Inc equities | 0.0 | $228k | 4.2k | 54.73 | |
Marinus Pharmaceuticals | 0.0 | $9.0k | 4.1k | 2.18 | |
Lamar Advertising Co-a (LAMR) | 0.0 | $39k | 435.00 | 89.66 | |
Hubspot (HUBS) | 0.0 | $8.0k | 50.00 | 160.00 | |
Healthcare Tr Amer Inc cl a | 0.0 | $26k | 864.00 | 30.09 | |
Wayfair (W) | 0.0 | $4.0k | 45.00 | 88.89 | |
Iron Mountain (IRM) | 0.0 | $139k | 4.4k | 31.81 | |
Tree (TREE) | 0.0 | $4.0k | 13.00 | 307.69 | |
Medtronic (MDT) | 0.0 | $161k | 1.4k | 113.78 | |
First Fndtn (FFWM) | 0.0 | $348k | 20k | 17.40 | |
Eversource Energy (ES) | 0.0 | $57k | 665.00 | 85.71 | |
Monster Beverage Corp (MNST) | 0.0 | $18k | 276.00 | 65.22 | |
Relx (RELX) | 0.0 | $66k | 2.6k | 25.39 | |
Kraft Heinz (KHC) | 0.0 | $161k | 5.0k | 32.05 | |
Paypal Holdings (PYPL) | 0.0 | $372k | 3.4k | 108.17 | |
Welltower Inc Com reit (WELL) | 0.0 | $57k | 694.00 | 82.13 | |
Lumentum Hldgs (LITE) | 0.0 | $2.0k | 23.00 | 86.96 | |
Pjt Partners (PJT) | 0.0 | $0 | 5.00 | 0.00 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $101k | 6.4k | 15.86 | |
Hubbell (HUBB) | 0.0 | $3.0k | 18.00 | 166.67 | |
Four Corners Ppty Tr (FCPT) | 0.0 | $5.0k | 169.00 | 29.59 | |
Square Inc cl a (SQ) | 0.0 | $38k | 605.00 | 62.81 | |
Atlassian Corp Plc cl a | 0.0 | $2.0k | 20.00 | 100.00 | |
Avangrid (AGR) | 0.0 | $35k | 680.00 | 51.47 | |
Real Estate Select Sect Spdr (XLRE) | 0.0 | $6.0k | 152.00 | 39.47 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.0 | $14k | 290.00 | 48.28 | |
Dentsply Sirona (XRAY) | 0.0 | $9.0k | 163.00 | 55.21 | |
Under Armour Inc Cl C (UA) | 0.0 | $39k | 2.0k | 19.29 | |
S&p Global (SPGI) | 0.0 | $213k | 779.00 | 273.43 | |
Twilio Inc cl a (TWLO) | 0.0 | $12k | 125.00 | 96.00 | |
Fortive (FTV) | 0.0 | $189k | 2.5k | 76.24 | |
Ihs Markit | 0.0 | $7.0k | 94.00 | 74.47 | |
Vbi Vaccines | 0.0 | $10k | 7.0k | 1.43 | |
Etf Managers Tr tierra xp latin | 0.0 | $7.0k | 380.00 | 18.42 | |
Tivo Corp | 0.0 | $0 | 50.00 | 0.00 | |
Tpi Composites (TPIC) | 0.0 | $83k | 4.5k | 18.53 | |
Xoma Corp Del (XOMA) | 0.0 | $0 | 3.00 | 0.00 | |
Ishares Msci Japan (EWJ) | 0.0 | $51k | 860.00 | 59.30 | |
Yum China Holdings (YUMC) | 0.0 | $24k | 493.00 | 48.68 | |
Lamb Weston Hldgs (LW) | 0.0 | $19k | 221.00 | 85.97 | |
Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 0.0 | $1.0k | 115.00 | 8.70 | |
Lci Industries (LCII) | 0.0 | $5.0k | 51.00 | 98.04 | |
Acushnet Holdings Corp (GOLF) | 0.0 | $6.0k | 185.00 | 32.43 | |
Hilton Grand Vacations (HGV) | 0.0 | $21k | 597.00 | 35.18 | |
Canopy Gro | 0.0 | $126k | 6.0k | 21.00 | |
Snap Inc cl a (SNAP) | 0.0 | $36k | 2.2k | 16.51 | |
Dxc Technology (DXC) | 0.0 | $21k | 546.00 | 38.46 | |
Dasan Zhone Solutions | 0.0 | $0 | 30.00 | 0.00 | |
Veon | 0.0 | $1.0k | 200.00 | 5.00 | |
Pareteum | 0.0 | $996.130000 | 1.4k | 0.71 | |
Baker Hughes A Ge Company (BKR) | 0.0 | $3.0k | 100.00 | 30.00 | |
Frontier Communication | 0.0 | $0 | 7.00 | 0.00 | |
Delek Us Holdings (DK) | 0.0 | $5.0k | 136.00 | 36.76 | |
Cronos Group (CRON) | 0.0 | $107k | 14k | 7.64 | |
Reliant Bancorp Inc cs | 0.0 | $156k | 7.0k | 22.29 | |
Booking Holdings (BKNG) | 0.0 | $164k | 80.00 | 2050.00 | |
Dropbox Inc-class A (DBX) | 0.0 | $32k | 1.8k | 17.78 | |
Adt (ADT) | 0.0 | $164k | 21k | 7.92 | |
Liberty Interactive Corp (QRTEA) | 0.0 | $999.680000 | 128.00 | 7.81 | |
Wyndham Hotels And Resorts (WH) | 0.0 | $2.0k | 24.00 | 83.33 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $32k | 150.00 | 213.33 | |
Evergy (EVRG) | 0.0 | $10k | 151.00 | 66.23 | |
Invesco S&p 500 Low Volatility Etf (SPLV) | 0.0 | $64k | 1.1k | 58.18 | |
Perspecta | 0.0 | $7.0k | 272.00 | 25.74 | |
Huazhu Group (HTHT) | 0.0 | $56k | 1.4k | 40.00 | |
Invesco Actively Managd Etf optimum yield (PDBC) | 0.0 | $311k | 19k | 16.58 | |
Pgx etf (PGX) | 0.0 | $6.0k | 385.00 | 15.58 | |
Invesco S&p Smallcap Low Volatility Etf (XSLV) | 0.0 | $36k | 700.00 | 51.43 | |
Invivo Therapeutics Hldgs Corp | 0.0 | $0 | 8.00 | 0.00 | |
Powershares Dwa Technical Leaders Portfolio dwa momentum (PDP) | 0.0 | $23k | 350.00 | 65.71 | |
Keurig Dr Pepper (KDP) | 0.0 | $37k | 1.3k | 29.32 | |
Bausch Health Companies (BHC) | 0.0 | $42k | 1.4k | 30.26 | |
Garrett Motion (GTX) | 0.0 | $2.0k | 165.00 | 12.12 | |
Seadrill | 0.0 | $0 | 21.00 | 0.00 | |
Jpmorgan Exchange Traded Fd Betabuldr Deve | 0.0 | $55k | 2.1k | 25.98 | |
Jpmorgan Exchange Traded Fd Betabuldrs Cda | 0.0 | $55k | 2.1k | 25.82 | |
Thomson Reuters Corp | 0.0 | $179k | 2.5k | 71.71 | |
Resideo Technologies (REZI) | 0.0 | $3.0k | 276.00 | 10.87 | |
Dell Technologies (DELL) | 0.0 | $3.0k | 66.00 | 45.45 | |
Upwork (UPWK) | 0.0 | $18k | 1.7k | 10.47 | |
Livent Corp | 0.0 | $58k | 6.7k | 8.61 | |
Fox Corp (FOXA) | 0.0 | $0 | 5.00 | 0.00 | |
Fox Corporation (FOX) | 0.0 | $1.0k | 20.00 | 50.00 | |
Steris Plc Ord equities (STE) | 0.0 | $72k | 479.00 | 150.31 | |
Covetrus | 0.0 | $15k | 1.2k | 12.85 | |
Twin River Worldwide Holdings Ord | 0.0 | $1.0k | 54.00 | 18.52 | |
Micro Focus International | 0.0 | $20k | 1.4k | 14.29 | |
Alcon (ALC) | 0.0 | $31k | 542.00 | 57.20 | |
Corteva (CTVA) | 0.0 | $269k | 9.1k | 29.55 | |
Uber Technologies (UBER) | 0.0 | $196k | 6.6k | 29.75 | |
L3harris Technologies (LHX) | 0.0 | $22k | 109.00 | 201.83 | |
Iaa | 0.0 | $14k | 300.00 | 46.67 | |
Beyond Meat (BYND) | 0.0 | $157k | 2.1k | 75.66 | |
Kontoor Brands (KTB) | 0.0 | $7.0k | 171.00 | 40.94 | |
Xerox Corp (XRX) | 0.0 | $4.0k | 95.00 | 42.11 | |
Appollo Global Mgmt Inc Cl A | 0.0 | $50k | 1.0k | 47.71 | |
Ww Intl (WW) | 0.0 | $9.0k | 229.00 | 39.30 | |
Nortonlifelock (GEN) | 0.0 | $36k | 1.4k | 25.25 | |
Peak (DOC) | 0.0 | $33k | 969.00 | 34.06 | |
Cerence (CRNC) | 0.0 | $0 | 5.00 | 0.00 | |
Rts/bristol-myers Squibb Compa | 0.0 | $76k | 25k | 3.01 | |
Gannett (GCI) | 0.0 | $51k | 8.0k | 6.38 | |
Imedia Brands Inc Com Cl A | 0.0 | $15k | 3.9k | 3.87 | |
Quicklogic Corp. (QUIK) | 0.0 | $0 | 1.00 | 0.00 |