Chesley Taft & Associates as of June 30, 2017
Portfolio Holdings for Chesley Taft & Associates
Chesley Taft & Associates holds 276 positions in its portfolio as reported in the June 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Alphabet Inc Class C cs (GOOG) | 2.7 | $30M | 33k | 908.73 | |
Microsoft Corporation (MSFT) | 2.6 | $29M | 416k | 68.93 | |
Pepsi (PEP) | 2.6 | $29M | 248k | 115.49 | |
Johnson & Johnson (JNJ) | 2.5 | $27M | 206k | 132.29 | |
Facebook Inc cl a (META) | 2.2 | $24M | 161k | 150.98 | |
Celgene Corporation | 2.1 | $24M | 181k | 129.87 | |
Exxon Mobil Corporation (XOM) | 2.1 | $23M | 285k | 80.73 | |
General Electric Company | 1.9 | $21M | 777k | 27.01 | |
iShares S&P SmallCap 600 Index (IJR) | 1.9 | $21M | 298k | 70.11 | |
Honeywell International (HON) | 1.8 | $20M | 151k | 133.29 | |
Walt Disney Company (DIS) | 1.8 | $20M | 185k | 106.25 | |
Accenture (ACN) | 1.6 | $18M | 144k | 123.68 | |
3M Company (MMM) | 1.6 | $18M | 85k | 208.19 | |
Abbott Laboratories (ABT) | 1.5 | $17M | 342k | 48.61 | |
JPMorgan Chase & Co. (JPM) | 1.4 | $16M | 174k | 91.40 | |
Illinois Tool Works (ITW) | 1.4 | $16M | 109k | 143.25 | |
Ecolab (ECL) | 1.4 | $15M | 114k | 132.75 | |
iShares MSCI EAFE Index Fund (EFA) | 1.4 | $15M | 233k | 65.20 | |
Stryker Corporation (SYK) | 1.4 | $15M | 108k | 138.78 | |
Costco Wholesale Corporation (COST) | 1.3 | $14M | 89k | 159.93 | |
Visa (V) | 1.3 | $14M | 150k | 93.78 | |
iShares S&P MidCap 400 Index (IJH) | 1.3 | $14M | 81k | 173.95 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 1.2 | $14M | 158k | 87.20 | |
Walgreen Boots Alliance (WBA) | 1.2 | $14M | 174k | 78.31 | |
Spdr S&p 500 Etf (SPY) | 1.2 | $14M | 56k | 241.80 | |
Danaher Corporation (DHR) | 1.2 | $14M | 160k | 84.39 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 1.2 | $13M | 263k | 50.03 | |
Financial Select Sector SPDR (XLF) | 1.1 | $13M | 506k | 24.67 | |
Kraft Heinz (KHC) | 1.1 | $12M | 143k | 85.64 | |
FedEx Corporation (FDX) | 1.1 | $12M | 55k | 217.34 | |
Apple (AAPL) | 1.1 | $12M | 84k | 144.02 | |
Amazon (AMZN) | 1.1 | $12M | 12k | 967.98 | |
Coca-Cola Company (KO) | 0.9 | $10M | 225k | 44.85 | |
Philip Morris International (PM) | 0.9 | $10M | 86k | 117.45 | |
Intel Corporation (INTC) | 0.9 | $9.9M | 293k | 33.74 | |
Church & Dwight (CHD) | 0.9 | $9.6M | 185k | 51.88 | |
Oracle Corporation (ORCL) | 0.8 | $9.4M | 187k | 50.14 | |
General Dynamics Corporation (GD) | 0.8 | $9.3M | 47k | 198.11 | |
Thermo Fisher Scientific (TMO) | 0.8 | $9.2M | 53k | 174.47 | |
Alphabet Inc Class A cs (GOOGL) | 0.8 | $8.5M | 9.2k | 929.73 | |
PNC Financial Services (PNC) | 0.8 | $8.4M | 67k | 124.87 | |
American Express Company (AXP) | 0.7 | $8.2M | 97k | 84.24 | |
Marathon Petroleum Corp (MPC) | 0.7 | $8.1M | 155k | 52.33 | |
MasterCard Incorporated (MA) | 0.7 | $8.0M | 66k | 121.44 | |
Abbvie (ABBV) | 0.7 | $8.0M | 110k | 72.51 | |
Pfizer (PFE) | 0.7 | $7.8M | 233k | 33.59 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.7 | $7.8M | 24k | 317.61 | |
Northern Trust Corporation (NTRS) | 0.6 | $7.1M | 73k | 97.21 | |
Monsanto Company | 0.6 | $7.1M | 60k | 118.37 | |
BB&T Corporation | 0.6 | $7.1M | 156k | 45.41 | |
Amphenol Corporation (APH) | 0.6 | $6.6M | 89k | 73.82 | |
Starbucks Corporation (SBUX) | 0.6 | $6.5M | 112k | 58.31 | |
Cognizant Technology Solutions (CTSH) | 0.6 | $6.5M | 97k | 66.40 | |
Fortive (FTV) | 0.6 | $6.4M | 101k | 63.35 | |
Chevron Corporation (CVX) | 0.6 | $6.3M | 61k | 104.33 | |
International Business Machines (IBM) | 0.6 | $6.3M | 41k | 153.83 | |
Intercontinental Exchange (ICE) | 0.6 | $6.4M | 96k | 65.92 | |
Wells Fargo & Company (WFC) | 0.6 | $6.2M | 112k | 55.41 | |
E.I. du Pont de Nemours & Company | 0.6 | $6.2M | 77k | 80.71 | |
salesforce (CRM) | 0.6 | $6.2M | 71k | 86.60 | |
Weyerhaeuser Company (WY) | 0.5 | $5.5M | 165k | 33.50 | |
Fiserv (FI) | 0.5 | $5.4M | 44k | 122.35 | |
Union Pacific Corporation (UNP) | 0.5 | $5.3M | 49k | 108.90 | |
Raytheon Company | 0.5 | $5.3M | 33k | 161.48 | |
UnitedHealth (UNH) | 0.5 | $5.3M | 29k | 185.43 | |
Jp Morgan Alerian Mlp Index | 0.5 | $5.4M | 181k | 29.70 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.5 | $5.2M | 47k | 110.13 | |
McDonald's Corporation (MCD) | 0.5 | $5.1M | 33k | 153.17 | |
Novartis (NVS) | 0.5 | $5.1M | 61k | 83.47 | |
Nxp Semiconductors N V (NXPI) | 0.5 | $5.1M | 47k | 109.46 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.5 | $5.0M | 48k | 105.31 | |
Express Scripts Holding | 0.4 | $4.9M | 77k | 63.84 | |
BlackRock (BLK) | 0.4 | $4.8M | 11k | 422.41 | |
Willis Towers Watson (WTW) | 0.4 | $4.7M | 33k | 145.45 | |
At&t (T) | 0.4 | $4.6M | 121k | 37.73 | |
Procter & Gamble Company (PG) | 0.4 | $4.4M | 51k | 87.15 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.4 | $4.3M | 14k | 310.09 | |
VCA Antech | 0.4 | $4.2M | 45k | 92.31 | |
Adobe Systems Incorporated (ADBE) | 0.4 | $4.1M | 29k | 141.45 | |
Merck & Co (MRK) | 0.4 | $3.9M | 62k | 64.09 | |
Edwards Lifesciences (EW) | 0.3 | $3.9M | 33k | 118.25 | |
Vanguard REIT ETF (VNQ) | 0.3 | $3.8M | 45k | 83.22 | |
Praxair | 0.3 | $3.5M | 27k | 132.53 | |
iShares Lehman Aggregate Bond (AGG) | 0.3 | $3.5M | 32k | 109.51 | |
Nike (NKE) | 0.3 | $3.2M | 55k | 59.01 | |
Schlumberger (SLB) | 0.3 | $3.2M | 49k | 65.85 | |
Vanguard Total Stock Market ETF (VTI) | 0.3 | $3.2M | 26k | 124.46 | |
Palo Alto Networks (PANW) | 0.3 | $3.2M | 24k | 133.81 | |
Allergan | 0.3 | $3.2M | 13k | 243.13 | |
Vanguard Small-Cap ETF (VB) | 0.3 | $3.1M | 23k | 135.52 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.3 | $3.1M | 29k | 109.78 | |
Air Products & Chemicals (APD) | 0.3 | $2.8M | 20k | 143.04 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.3 | $2.9M | 48k | 60.90 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.3 | $2.9M | 60k | 48.51 | |
General Mills (GIS) | 0.2 | $2.8M | 51k | 55.39 | |
Sherwin-Williams Company (SHW) | 0.2 | $2.6M | 7.5k | 350.93 | |
CBOE Holdings (CBOE) | 0.2 | $2.7M | 30k | 91.40 | |
Anheuser-Busch InBev NV (BUD) | 0.2 | $2.6M | 23k | 110.37 | |
Omni (OMC) | 0.2 | $2.6M | 31k | 82.91 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $2.5M | 64k | 39.17 | |
Automatic Data Processing (ADP) | 0.2 | $2.4M | 24k | 102.44 | |
Regeneron Pharmaceuticals (REGN) | 0.2 | $2.3M | 4.6k | 491.24 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $2.3M | 25k | 92.66 | |
Crown Castle Intl (CCI) | 0.2 | $2.3M | 23k | 100.17 | |
TJX Companies (TJX) | 0.2 | $2.2M | 30k | 72.18 | |
Lowe's Companies (LOW) | 0.2 | $2.2M | 28k | 77.53 | |
Vanguard Europe Pacific ETF (VEA) | 0.2 | $2.2M | 53k | 41.33 | |
Emerson Electric (EMR) | 0.2 | $2.1M | 36k | 59.63 | |
Colgate-Palmolive Company (CL) | 0.2 | $2.1M | 29k | 74.13 | |
Dollar Tree (DLTR) | 0.2 | $2.1M | 29k | 69.93 | |
SPDR Gold Trust (GLD) | 0.2 | $2.1M | 18k | 118.03 | |
MetLife (MET) | 0.2 | $2.1M | 39k | 54.95 | |
Chubb (CB) | 0.2 | $2.1M | 14k | 145.39 | |
Home Depot (HD) | 0.2 | $1.9M | 13k | 153.44 | |
Northrop Grumman Corporation (NOC) | 0.2 | $2.0M | 7.6k | 256.67 | |
Stericycle (SRCL) | 0.2 | $2.0M | 27k | 76.31 | |
Roper Industries (ROP) | 0.2 | $1.9M | 8.4k | 231.51 | |
Ishares Inc core msci emkt (IEMG) | 0.2 | $2.0M | 40k | 50.05 | |
Vanguard Malvern Fds strm infproidx (VTIP) | 0.2 | $2.0M | 40k | 49.23 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $1.8M | 44k | 41.39 | |
Cisco Systems (CSCO) | 0.2 | $1.9M | 61k | 31.30 | |
Deere & Company (DE) | 0.2 | $1.8M | 15k | 123.62 | |
Nextera Energy (NEE) | 0.2 | $1.9M | 14k | 140.11 | |
Comcast Corporation (CMCSA) | 0.2 | $1.8M | 46k | 38.93 | |
Verizon Communications (VZ) | 0.2 | $1.8M | 40k | 44.67 | |
EOG Resources (EOG) | 0.2 | $1.8M | 20k | 90.51 | |
Vanguard S&p 500 Etf idx (VOO) | 0.2 | $1.8M | 7.9k | 222.01 | |
Eldorado Resorts | 0.2 | $1.8M | 91k | 20.00 | |
Charles Schwab Corporation (SCHW) | 0.1 | $1.6M | 38k | 42.97 | |
Cerner Corporation | 0.1 | $1.7M | 25k | 66.48 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $1.6M | 8.5k | 192.11 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $1.6M | 40k | 40.83 | |
Broad | 0.1 | $1.7M | 7.3k | 233.08 | |
Franklin Electric (FELE) | 0.1 | $1.6M | 38k | 41.41 | |
Lockheed Martin Corporation (LMT) | 0.1 | $1.5M | 5.2k | 277.63 | |
Amgen (AMGN) | 0.1 | $1.4M | 8.4k | 172.22 | |
Texas Instruments Incorporated (TXN) | 0.1 | $1.4M | 18k | 76.91 | |
iShares S&P 500 Index (IVV) | 0.1 | $1.5M | 6.1k | 243.44 | |
Skyworks Solutions (SWKS) | 0.1 | $1.5M | 15k | 95.96 | |
Metropcs Communications (TMUS) | 0.1 | $1.4M | 23k | 60.63 | |
Voya Financial (VOYA) | 0.1 | $1.4M | 38k | 36.89 | |
Vaneck Vectors Etf Tr High Yld Mun Etf | 0.1 | $1.4M | 46k | 30.92 | |
Time Warner | 0.1 | $1.3M | 13k | 100.39 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.1 | $1.3M | 24k | 56.72 | |
Equifax (EFX) | 0.1 | $1.3M | 9.5k | 137.43 | |
Wynn Resorts (WYNN) | 0.1 | $1.3M | 9.7k | 134.13 | |
A. O. Smith Corporation (AOS) | 0.1 | $1.3M | 23k | 56.31 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $1.3M | 9.4k | 142.54 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.1 | $1.3M | 22k | 57.86 | |
Powershares Senior Loan Portfo mf | 0.1 | $1.4M | 58k | 23.14 | |
CMS Energy Corporation (CMS) | 0.1 | $1.2M | 26k | 46.25 | |
Dominion Resources (D) | 0.1 | $1.2M | 16k | 76.65 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $1.2M | 9.0k | 129.13 | |
Arrow Electronics (ARW) | 0.1 | $1.3M | 16k | 78.42 | |
Marsh & McLennan Companies (MMC) | 0.1 | $1.3M | 16k | 77.94 | |
Biogen Idec (BIIB) | 0.1 | $1.2M | 4.4k | 271.34 | |
Hershey Company (HSY) | 0.1 | $1.2M | 12k | 107.33 | |
Vectren Corporation | 0.1 | $1.2M | 21k | 58.46 | |
Vanguard High Dividend Yield ETF (VYM) | 0.1 | $1.2M | 16k | 78.15 | |
SPDR S&P International Small Cap (GWX) | 0.1 | $1.3M | 38k | 33.36 | |
Dow Chemical Company | 0.1 | $1.1M | 17k | 63.05 | |
Las Vegas Sands (LVS) | 0.1 | $1.1M | 17k | 63.88 | |
Qualcomm (QCOM) | 0.1 | $1.1M | 19k | 55.21 | |
American Water Works (AWK) | 0.1 | $1.1M | 14k | 77.92 | |
iShares S&P Global Energy Sector (IXC) | 0.1 | $1.2M | 37k | 31.04 | |
Spdr Short-term High Yield mf (SJNK) | 0.1 | $1.1M | 40k | 27.97 | |
Welltower Inc Com reit (WELL) | 0.1 | $1.1M | 15k | 74.86 | |
Microchip Technology (MCHP) | 0.1 | $992k | 13k | 77.15 | |
Becton, Dickinson and (BDX) | 0.1 | $945k | 4.8k | 195.05 | |
Advanced Energy Industries (AEIS) | 0.1 | $1.0M | 16k | 64.69 | |
Key (KEY) | 0.1 | $1.0M | 55k | 18.74 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $1.0M | 8.4k | 119.00 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.1 | $1.0M | 19k | 54.34 | |
Extended Stay America | 0.1 | $1.0M | 53k | 19.36 | |
IDEXX Laboratories (IDXX) | 0.1 | $847k | 5.2k | 161.39 | |
Power Integrations (POWI) | 0.1 | $915k | 13k | 72.94 | |
SYSCO Corporation (SYY) | 0.1 | $921k | 18k | 50.32 | |
Whirlpool Corporation (WHR) | 0.1 | $939k | 4.9k | 191.63 | |
CVS Caremark Corporation (CVS) | 0.1 | $877k | 11k | 80.47 | |
Royal Dutch Shell | 0.1 | $911k | 17k | 53.20 | |
United Technologies Corporation | 0.1 | $883k | 7.2k | 122.06 | |
Ares Capital Corporation (ARCC) | 0.1 | $876k | 54k | 16.38 | |
Vanguard Total Bond Market ETF (BND) | 0.1 | $879k | 11k | 81.82 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $929k | 11k | 87.56 | |
Lamar Advertising Co-a (LAMR) | 0.1 | $863k | 12k | 73.60 | |
Leggett & Platt (LEG) | 0.1 | $795k | 15k | 52.56 | |
W.W. Grainger (GWW) | 0.1 | $740k | 4.1k | 180.49 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $776k | 13k | 59.30 | |
Macquarie Infrastructure Company | 0.1 | $809k | 10k | 78.35 | |
Intuit (INTU) | 0.1 | $797k | 6.0k | 132.83 | |
PacWest Ban | 0.1 | $824k | 18k | 46.69 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $785k | 6.5k | 120.49 | |
Ishares Tr cmn (STIP) | 0.1 | $781k | 7.8k | 100.39 | |
Affiliated Managers (AMG) | 0.1 | $615k | 3.7k | 165.77 | |
Laboratory Corp. of America Holdings | 0.1 | $647k | 4.2k | 154.05 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $641k | 11k | 59.91 | |
Cibc Cad (CM) | 0.1 | $640k | 7.9k | 81.13 | |
Callon Pete Co Del Com Stk | 0.1 | $609k | 57k | 10.61 | |
iShares Russell 3000 Index (IWV) | 0.1 | $677k | 4.7k | 144.04 | |
Six Flags Entertainment (SIX) | 0.1 | $718k | 12k | 59.59 | |
Equity Commonwealth (EQC) | 0.1 | $656k | 21k | 31.60 | |
Genuine Parts Company (GPC) | 0.1 | $598k | 6.5k | 92.71 | |
Boeing Company (BA) | 0.1 | $507k | 2.6k | 197.58 | |
Royal Dutch Shell | 0.1 | $499k | 9.2k | 54.39 | |
Southern Company (SO) | 0.1 | $524k | 11k | 47.90 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.1 | $607k | 7.2k | 84.60 | |
Cedar Fair | 0.1 | $553k | 7.7k | 72.05 | |
John Bean Technologies Corporation (JBT) | 0.1 | $517k | 5.3k | 98.01 | |
UGI Corporation (UGI) | 0.1 | $516k | 11k | 48.45 | |
Extra Space Storage (EXR) | 0.1 | $606k | 7.8k | 77.94 | |
WGL Holdings | 0.1 | $555k | 6.7k | 83.46 | |
Technology SPDR (XLK) | 0.1 | $548k | 10k | 54.73 | |
Ipath Dow Jones-aig Commodity (DJP) | 0.1 | $602k | 27k | 22.67 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $607k | 5.3k | 114.42 | |
Mondelez Int (MDLZ) | 0.1 | $578k | 13k | 43.21 | |
Wells Fargo & Co 5.500% Pfd pfd stk | 0.1 | $524k | 21k | 25.54 | |
Cme (CME) | 0.0 | $463k | 3.7k | 125.30 | |
Caterpillar (CAT) | 0.0 | $444k | 4.1k | 107.51 | |
Eli Lilly & Co. (LLY) | 0.0 | $424k | 5.2k | 82.22 | |
Bristol Myers Squibb (BMY) | 0.0 | $426k | 7.7k | 55.69 | |
Zebra Technologies (ZBRA) | 0.0 | $486k | 4.8k | 100.50 | |
Altria (MO) | 0.0 | $459k | 6.2k | 74.42 | |
Anadarko Petroleum Corporation | 0.0 | $491k | 11k | 45.36 | |
Total (TTE) | 0.0 | $482k | 9.7k | 49.56 | |
Centene Corporation (CNC) | 0.0 | $428k | 5.4k | 79.97 | |
Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.0 | $480k | 4.8k | 100.02 | |
Fortis (FTS) | 0.0 | $432k | 12k | 35.19 | |
Claymore Exchange Trd Fd Tr gug bull2020 e | 0.0 | $426k | 20k | 21.46 | |
Gugenheim Bulletshares 2022 Corp Bd | 0.0 | $394k | 19k | 21.30 | |
Vodafone Group New Adr F (VOD) | 0.0 | $421k | 15k | 28.73 | |
Wec Energy Group (WEC) | 0.0 | $453k | 7.4k | 61.34 | |
Paypal Holdings (PYPL) | 0.0 | $401k | 7.5k | 53.61 | |
Dentsply Sirona (XRAY) | 0.0 | $459k | 7.1k | 64.89 | |
Spire (SR) | 0.0 | $418k | 6.0k | 69.78 | |
Packaging Corporation of America (PKG) | 0.0 | $320k | 2.9k | 111.30 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $312k | 6.1k | 50.96 | |
Norfolk Southern (NSC) | 0.0 | $365k | 3.0k | 121.67 | |
LKQ Corporation (LKQ) | 0.0 | $327k | 9.9k | 32.93 | |
Paychex (PAYX) | 0.0 | $298k | 5.2k | 56.92 | |
Public Storage (PSA) | 0.0 | $385k | 1.8k | 208.56 | |
AFLAC Incorporated (AFL) | 0.0 | $311k | 4.0k | 77.75 | |
Rockwell Collins | 0.0 | $278k | 2.6k | 105.06 | |
Yum! Brands (YUM) | 0.0 | $351k | 4.8k | 73.82 | |
Estee Lauder Companies (EL) | 0.0 | $347k | 3.6k | 95.91 | |
iShares S&P 500 Growth Index (IVW) | 0.0 | $277k | 2.0k | 136.79 | |
Vanguard Value ETF (VTV) | 0.0 | $375k | 3.9k | 96.67 | |
iShares Dow Jones US Oil & Gas Exp. (IEO) | 0.0 | $386k | 7.1k | 54.75 | |
iShares Dow Jones US Technology (IYW) | 0.0 | $328k | 2.4k | 139.57 | |
Vanguard Mega Cap 300 Index (MGC) | 0.0 | $359k | 4.3k | 82.99 | |
Schwab U S Broad Market ETF (SCHB) | 0.0 | $307k | 5.3k | 58.48 | |
Air Lease Corp (AL) | 0.0 | $303k | 8.1k | 37.41 | |
Claymore Exchange Trd Fd Tr gugg bulsh 2021 | 0.0 | $340k | 16k | 21.29 | |
State Street | 0.0 | $285k | 11k | 26.74 | |
Berkshire Hathaway (BRK.B) | 0.0 | $246k | 1.5k | 169.66 | |
CBS Corporation | 0.0 | $205k | 3.2k | 63.64 | |
Hawaiian Electric Industries (HE) | 0.0 | $217k | 6.7k | 32.39 | |
C.R. Bard | 0.0 | $248k | 785.00 | 315.92 | |
Target Corporation (TGT) | 0.0 | $234k | 4.5k | 52.29 | |
Exelon Corporation (EXC) | 0.0 | $213k | 5.9k | 36.01 | |
Gilead Sciences (GILD) | 0.0 | $224k | 3.2k | 70.89 | |
Jacobs Engineering | 0.0 | $274k | 5.0k | 54.31 | |
Fastenal Company (FAST) | 0.0 | $213k | 4.9k | 43.47 | |
Zimmer Holdings (ZBH) | 0.0 | $217k | 1.7k | 128.25 | |
Energy Select Sector SPDR (XLE) | 0.0 | $260k | 4.0k | 65.00 | |
iShares Russell 2000 Index (IWM) | 0.0 | $259k | 1.8k | 140.68 | |
Cubic Corporation | 0.0 | $200k | 4.3k | 46.19 | |
Utilities SPDR (XLU) | 0.0 | $223k | 4.3k | 51.86 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $231k | 2.5k | 92.40 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.0 | $240k | 2.3k | 105.73 | |
Vanguard European ETF (VGK) | 0.0 | $236k | 4.3k | 55.26 | |
iShares S&P AMT-Fr Mncpl Bnd (NYF) | 0.0 | $201k | 1.8k | 111.67 | |
Aon | 0.0 | $247k | 1.9k | 132.80 | |
Keysight Technologies (KEYS) | 0.0 | $224k | 5.8k | 38.90 | |
First Fndtn (FFWM) | 0.0 | $164k | 10k | 16.40 | |
Advanced Viral Research | 0.0 | $0 | 66k | 0.00 | |
Veris Gold | 0.0 | $1.0k | 10k | 0.10 |