Clark Capital Management Group as of Sept. 30, 2019
Portfolio Holdings for Clark Capital Management Group
Clark Capital Management Group holds 297 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares iBoxx $ High Yid Corp Bond (HYG) | 2.5 | $108M | 1.2M | 87.17 | |
iShares S&P 500 Index (IVV) | 2.3 | $103M | 344k | 298.52 | |
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) | 2.2 | $99M | 910k | 108.74 | |
SPDR DJ Wilshire Large Cap Value (SPYV) | 1.8 | $78M | 2.4M | 31.96 | |
Comcast Corporation (CMCSA) | 1.7 | $77M | 1.7M | 45.08 | |
JPMorgan Chase & Co. (JPM) | 1.7 | $74M | 627k | 117.69 | |
Ishares Tr usa min vo (USMV) | 1.7 | $73M | 1.1M | 64.10 | |
Merck & Co (MRK) | 1.6 | $73M | 866k | 84.18 | |
Microsoft Corporation (MSFT) | 1.6 | $69M | 498k | 139.03 | |
UnitedHealth (UNH) | 1.5 | $67M | 310k | 217.32 | |
Apple (AAPL) | 1.5 | $67M | 297k | 223.97 | |
United Technologies Corporation | 1.5 | $66M | 481k | 136.52 | |
Home Depot (HD) | 1.5 | $65M | 278k | 232.02 | |
American Express Company (AXP) | 1.4 | $64M | 542k | 118.28 | |
Eaton (ETN) | 1.4 | $63M | 759k | 83.15 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 1.4 | $62M | 516k | 119.25 | |
Bank of America Corporation (BAC) | 1.4 | $61M | 2.1M | 29.17 | |
Manulife Finl Corp (MFC) | 1.4 | $61M | 3.3M | 18.36 | |
Southern Company (SO) | 1.4 | $60M | 968k | 61.77 | |
Lockheed Martin Corporation (LMT) | 1.3 | $59M | 151k | 390.06 | |
Cisco Systems (CSCO) | 1.3 | $58M | 1.2M | 49.41 | |
Citizens Financial (CFG) | 1.1 | $49M | 1.4M | 35.37 | |
Brinker International (EAT) | 1.1 | $48M | 1.1M | 42.67 | |
Progressive Corporation (PGR) | 1.1 | $48M | 616k | 77.25 | |
Verizon Communications (VZ) | 1.0 | $44M | 727k | 60.36 | |
At&t (T) | 1.0 | $44M | 1.2M | 37.84 | |
Oneok (OKE) | 1.0 | $43M | 584k | 73.69 | |
Enbridge (ENB) | 0.9 | $42M | 1.2M | 35.08 | |
Coca Cola European Partners (CCEP) | 0.9 | $42M | 758k | 55.45 | |
Bristol Myers Squibb (BMY) | 0.9 | $41M | 814k | 50.71 | |
Phillips 66 (PSX) | 0.9 | $41M | 404k | 102.40 | |
Chevron Corporation (CVX) | 0.9 | $40M | 338k | 118.60 | |
Union Pacific Corporation (UNP) | 0.9 | $40M | 245k | 161.98 | |
Johnson & Johnson (JNJ) | 0.9 | $39M | 297k | 129.38 | |
Cgi Inc Cl A Sub Vtg (GIB) | 0.9 | $38M | 483k | 79.14 | |
Philip Morris International (PM) | 0.9 | $38M | 497k | 75.93 | |
SYNNEX Corporation (SNX) | 0.8 | $38M | 332k | 112.90 | |
Oracle Corporation (ORCL) | 0.8 | $37M | 670k | 55.03 | |
Procter & Gamble Company (PG) | 0.8 | $37M | 295k | 124.38 | |
Dbx Etf Tr deutsche usd etf (HYLB) | 0.8 | $36M | 717k | 50.08 | |
Nextera Energy (NEE) | 0.8 | $35M | 150k | 232.99 | |
Valero Energy Corporation (VLO) | 0.7 | $33M | 384k | 85.24 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.7 | $32M | 462k | 68.80 | |
Abbott Laboratories (ABT) | 0.7 | $32M | 380k | 83.67 | |
Welltower Inc Com reit (WELL) | 0.7 | $31M | 344k | 90.65 | |
Rbc Cad (RY) | 0.7 | $31M | 381k | 81.16 | |
V.F. Corporation (VFC) | 0.7 | $30M | 339k | 88.99 | |
Eastman Chemical Company (EMN) | 0.7 | $30M | 411k | 73.83 | |
AFLAC Incorporated (AFL) | 0.7 | $30M | 572k | 52.32 | |
Spdr Short-term High Yield mf (SJNK) | 0.7 | $30M | 1.1M | 27.01 | |
Udr (UDR) | 0.7 | $30M | 608k | 48.48 | |
Morgan Stanley (MS) | 0.7 | $29M | 682k | 42.67 | |
Principal Financial (PFG) | 0.7 | $29M | 499k | 57.14 | |
Jones Lang LaSalle Incorporated (JLL) | 0.6 | $28M | 203k | 139.06 | |
Herman Miller (MLKN) | 0.6 | $28M | 603k | 46.09 | |
Williams-Sonoma (WSM) | 0.6 | $27M | 398k | 67.98 | |
J Global (ZD) | 0.6 | $27M | 296k | 90.82 | |
Alphabet Inc Class A cs (GOOGL) | 0.6 | $27M | 22k | 1221.15 | |
Medtronic (MDT) | 0.6 | $26M | 241k | 108.62 | |
Charles River Laboratories (CRL) | 0.6 | $25M | 189k | 132.37 | |
Ingersoll-rand Co Ltd-cl A | 0.6 | $25M | 202k | 123.21 | |
Cincinnati Financial Corporation (CINF) | 0.6 | $24M | 208k | 116.67 | |
Hershey Company (HSY) | 0.6 | $24M | 156k | 154.99 | |
Cinemark Holdings (CNK) | 0.6 | $24M | 629k | 38.64 | |
Pimco Etf Tr 0-5 high yield (HYS) | 0.5 | $24M | 239k | 99.76 | |
Lincoln National Corporation (LNC) | 0.5 | $23M | 387k | 60.32 | |
Texas Instruments Incorporated (TXN) | 0.5 | $24M | 182k | 129.24 | |
Emcor (EME) | 0.5 | $23M | 264k | 86.12 | |
Curtiss-Wright (CW) | 0.5 | $23M | 176k | 129.37 | |
Northrop Grumman Corporation (NOC) | 0.5 | $23M | 61k | 374.78 | |
Facebook Inc cl a (META) | 0.5 | $23M | 129k | 178.08 | |
Wal-Mart Stores (WMT) | 0.5 | $23M | 191k | 118.68 | |
PPG Industries (PPG) | 0.5 | $23M | 190k | 118.51 | |
United Rentals (URI) | 0.5 | $22M | 179k | 124.64 | |
Jazz Pharmaceuticals (JAZZ) | 0.5 | $22M | 175k | 128.14 | |
Icon (ICLR) | 0.5 | $23M | 153k | 147.34 | |
Intel Corporation (INTC) | 0.5 | $22M | 432k | 51.53 | |
General Mills (GIS) | 0.5 | $22M | 398k | 55.12 | |
Lam Research Corporation (LRCX) | 0.5 | $22M | 96k | 231.11 | |
Omni (OMC) | 0.5 | $22M | 277k | 78.30 | |
Coca-Cola Company (KO) | 0.5 | $21M | 387k | 54.44 | |
Automatic Data Processing (ADP) | 0.5 | $21M | 131k | 161.42 | |
AutoZone (AZO) | 0.5 | $21M | 20k | 1084.61 | |
Cigna Corp (CI) | 0.5 | $21M | 140k | 151.79 | |
Pfizer (PFE) | 0.5 | $21M | 577k | 35.93 | |
Amgen (AMGN) | 0.5 | $21M | 107k | 193.51 | |
Centene Corporation (CNC) | 0.5 | $21M | 479k | 43.26 | |
Copa Holdings Sa-class A (CPA) | 0.5 | $20M | 207k | 98.75 | |
Integer Hldgs (ITGR) | 0.5 | $20M | 270k | 75.56 | |
Johnson Controls International Plc equity (JCI) | 0.5 | $20M | 460k | 43.89 | |
Broadcom (AVGO) | 0.5 | $20M | 74k | 276.07 | |
MetLife (MET) | 0.5 | $20M | 421k | 47.16 | |
Sun Life Financial (SLF) | 0.4 | $19M | 434k | 44.81 | |
Evercore Partners (EVR) | 0.4 | $19M | 243k | 80.10 | |
Alexion Pharmaceuticals | 0.4 | $20M | 199k | 97.94 | |
Simon Property (SPG) | 0.4 | $19M | 124k | 155.65 | |
Cbre Group Inc Cl A (CBRE) | 0.4 | $19M | 364k | 53.01 | |
Royal Caribbean Cruises (RCL) | 0.4 | $19M | 175k | 108.33 | |
Nxp Semiconductors N V (NXPI) | 0.4 | $19M | 172k | 109.12 | |
Interpublic Group of Companies (IPG) | 0.4 | $19M | 866k | 21.56 | |
Alaska Air (ALK) | 0.4 | $18M | 281k | 64.91 | |
Pulte (PHM) | 0.4 | $18M | 480k | 36.55 | |
Hollyfrontier Corp | 0.4 | $18M | 332k | 53.64 | |
Canadian Pacific Railway | 0.4 | $17M | 77k | 222.46 | |
Open Text Corp (OTEX) | 0.4 | $17M | 416k | 40.81 | |
Essent (ESNT) | 0.4 | $17M | 358k | 47.67 | |
Tc Energy Corp (TRP) | 0.4 | $17M | 333k | 51.82 | |
Global Payments (GPN) | 0.4 | $17M | 104k | 159.00 | |
Tyson Foods (TSN) | 0.4 | $17M | 192k | 86.14 | |
Amdocs Ltd ord (DOX) | 0.4 | $17M | 252k | 66.11 | |
Wec Energy Group (WEC) | 0.4 | $17M | 177k | 95.10 | |
ConocoPhillips (COP) | 0.4 | $16M | 286k | 56.98 | |
Lululemon Athletica (LULU) | 0.4 | $17M | 86k | 192.53 | |
Anthem (ELV) | 0.4 | $16M | 68k | 240.10 | |
BlackRock (BLK) | 0.4 | $16M | 36k | 445.64 | |
IPG Photonics Corporation (IPGP) | 0.3 | $13M | 93k | 135.59 | |
Old Dominion Freight Line (ODFL) | 0.3 | $13M | 76k | 169.97 | |
Foot Locker (FL) | 0.3 | $12M | 272k | 43.16 | |
World Gold Tr spdr gld minis | 0.2 | $11M | 722k | 14.70 | |
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf etf (EMLC) | 0.2 | $11M | 319k | 33.00 | |
SPDR DJ Wilshire Large Cap (SPLG) | 0.2 | $10M | 291k | 34.85 | |
Exxon Mobil Corporation (XOM) | 0.2 | $9.9M | 140k | 70.61 | |
iShares MSCI EAFE Growth Index (EFG) | 0.2 | $9.8M | 121k | 80.51 | |
Ishares Inc core msci emkt (IEMG) | 0.2 | $9.6M | 197k | 49.02 | |
Amazon (AMZN) | 0.2 | $8.9M | 5.1k | 1735.84 | |
First Tr Exchange-traded Fd no amer energy (EMLP) | 0.2 | $8.1M | 317k | 25.59 | |
Flexshares Tr mornstar upstr (GUNR) | 0.2 | $7.6M | 243k | 31.15 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $6.5M | 77k | 84.01 | |
Market Vectors Etf Tr Oil Svcs | 0.1 | $6.6M | 558k | 11.75 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $6.1M | 78k | 77.85 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.1 | $6.1M | 41k | 150.19 | |
Ishares Tr intl dev ql fc (IQLT) | 0.1 | $6.2M | 208k | 29.68 | |
iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.1 | $5.7M | 26k | 224.70 | |
Boeing Company (BA) | 0.1 | $5.3M | 14k | 380.50 | |
iShares Lehman MBS Bond Fund (MBB) | 0.1 | $5.2M | 48k | 108.30 | |
Rh (RH) | 0.1 | $5.2M | 30k | 170.82 | |
Vanguard Information Technology ETF (VGT) | 0.1 | $4.7M | 22k | 215.57 | |
Ishares Tr s^p gtfidx etf (WOOD) | 0.1 | $4.7M | 81k | 58.64 | |
Taylor Morrison Hom (TMHC) | 0.1 | $4.7M | 180k | 25.94 | |
AMN Healthcare Services (AMN) | 0.1 | $4.3M | 76k | 57.56 | |
America's Car-Mart (CRMT) | 0.1 | $4.5M | 49k | 91.71 | |
Euronet Worldwide (EEFT) | 0.1 | $4.3M | 29k | 146.31 | |
MasTec (MTZ) | 0.1 | $4.5M | 69k | 64.93 | |
IndexIQ IQ ARB Merger Arbitrage ETF (MNA) | 0.1 | $4.5M | 142k | 32.05 | |
Lpl Financial Holdings (LPLA) | 0.1 | $4.5M | 55k | 81.91 | |
Portland General Electric Company (POR) | 0.1 | $3.8M | 68k | 56.36 | |
Walker & Dunlop (WD) | 0.1 | $4.1M | 74k | 55.93 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.1 | $4.1M | 72k | 57.76 | |
MGIC Investment (MTG) | 0.1 | $3.4M | 268k | 12.58 | |
W.R. Grace & Co. | 0.1 | $3.4M | 51k | 66.77 | |
American Equity Investment Life Holding | 0.1 | $3.6M | 149k | 24.20 | |
Deckers Outdoor Corporation (DECK) | 0.1 | $3.5M | 24k | 147.36 | |
Virtus Investment Partners (VRTS) | 0.1 | $3.4M | 31k | 110.57 | |
Meta Financial (CASH) | 0.1 | $3.4M | 103k | 32.61 | |
Vaneck Vectors Etf Tr cef mun income e (XMPT) | 0.1 | $3.4M | 124k | 27.60 | |
Atkore Intl (ATKR) | 0.1 | $3.7M | 122k | 30.35 | |
Grand Canyon Education (LOPE) | 0.1 | $3.0M | 30k | 98.20 | |
Tech Data Corporation | 0.1 | $3.1M | 30k | 104.25 | |
American Water Works (AWK) | 0.1 | $3.2M | 26k | 124.22 | |
iShares S&P Global Clean Energy Index (ICLN) | 0.1 | $3.0M | 273k | 10.90 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.1 | $3.2M | 32k | 101.95 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.1 | $2.9M | 110k | 26.71 | |
Etfs Physical Platinum (PPLT) | 0.1 | $3.1M | 37k | 83.48 | |
CACI International (CACI) | 0.1 | $2.6M | 11k | 231.22 | |
Silgan Holdings (SLGN) | 0.1 | $2.5M | 82k | 30.03 | |
Bruker Corporation (BRKR) | 0.1 | $2.4M | 55k | 43.94 | |
Diodes Incorporated (DIOD) | 0.1 | $2.7M | 68k | 40.15 | |
Belden (BDC) | 0.1 | $2.8M | 52k | 53.34 | |
Chesapeake Utilities Corporation (CPK) | 0.1 | $2.4M | 26k | 95.33 | |
SPDR S&P Retail (XRT) | 0.1 | $2.6M | 62k | 42.43 | |
SPDR S&P Homebuilders (XHB) | 0.1 | $2.7M | 61k | 44.09 | |
Schwab Strategic Tr cmn (SCHV) | 0.1 | $2.6M | 46k | 56.72 | |
Db-x Msci Eafe Currency-hedged (DBEF) | 0.1 | $2.7M | 84k | 32.34 | |
Evertec (EVTC) | 0.1 | $2.6M | 83k | 31.22 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 0.1 | $2.8M | 31k | 92.41 | |
Alteryx | 0.1 | $2.6M | 24k | 107.43 | |
Newmark Group (NMRK) | 0.1 | $2.5M | 274k | 9.06 | |
Ishares Tr broad usd high (USHY) | 0.1 | $2.6M | 64k | 40.95 | |
Hillenbrand (HI) | 0.1 | $2.3M | 74k | 30.89 | |
T. Rowe Price (TROW) | 0.1 | $2.0M | 18k | 114.28 | |
Helen Of Troy (HELE) | 0.1 | $2.1M | 13k | 157.68 | |
Universal Forest Products | 0.1 | $2.4M | 60k | 39.89 | |
Ensign (ENSG) | 0.1 | $2.1M | 45k | 47.42 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $2.3M | 12k | 193.27 | |
Ishares Tr eafe min volat (EFAV) | 0.1 | $2.2M | 30k | 73.29 | |
Berkshire Hathaway (BRK.B) | 0.0 | $1.7M | 8.1k | 208.02 | |
Allegiant Travel Company (ALGT) | 0.0 | $1.8M | 12k | 149.62 | |
City Holding Company (CHCO) | 0.0 | $1.8M | 23k | 76.27 | |
Vanguard REIT ETF (VNQ) | 0.0 | $1.8M | 19k | 93.25 | |
iShares S&P NA Tec. Semi. Idx (SOXX) | 0.0 | $1.7M | 8.1k | 211.38 | |
Spdr Ser Tr cmn (FLRN) | 0.0 | $1.6M | 51k | 30.76 | |
Abbvie (ABBV) | 0.0 | $1.8M | 24k | 75.73 | |
Pbf Energy Inc cl a (PBF) | 0.0 | $1.9M | 70k | 27.19 | |
Farmland Partners (FPI) | 0.0 | $1.6M | 234k | 6.68 | |
Wisdomtree Tr cmn (XSOE) | 0.0 | $1.6M | 57k | 27.65 | |
Ishares Tr int dev mom fc (IMTM) | 0.0 | $1.9M | 63k | 29.37 | |
Tegna (TGNA) | 0.0 | $1.8M | 116k | 15.53 | |
Corecivic (CXW) | 0.0 | $1.7M | 100k | 17.28 | |
Axa Equitable Hldgs | 0.0 | $1.6M | 71k | 22.16 | |
U.S. Bancorp (USB) | 0.0 | $1.3M | 23k | 55.33 | |
McDonald's Corporation (MCD) | 0.0 | $1.2M | 5.7k | 214.65 | |
3M Company (MMM) | 0.0 | $1.5M | 8.9k | 164.43 | |
Thermo Fisher Scientific (TMO) | 0.0 | $1.3M | 4.5k | 291.31 | |
Pepsi (PEP) | 0.0 | $1.1M | 8.1k | 137.08 | |
Accenture (ACN) | 0.0 | $1.2M | 6.3k | 192.28 | |
Landstar System (LSTR) | 0.0 | $1.1M | 10k | 112.62 | |
BioSpecifics Technologies | 0.0 | $1.4M | 26k | 53.52 | |
Allergan | 0.0 | $1.4M | 8.2k | 168.23 | |
Market Vectors Etf High Yield Muni Index etf (HYD) | 0.0 | $1.5M | 23k | 64.44 | |
MasterCard Incorporated (MA) | 0.0 | $1.0M | 3.9k | 271.52 | |
Caterpillar (CAT) | 0.0 | $857k | 6.8k | 126.33 | |
Costco Wholesale Corporation (COST) | 0.0 | $967k | 3.4k | 288.05 | |
CSX Corporation (CSX) | 0.0 | $815k | 12k | 69.29 | |
Eli Lilly & Co. (LLY) | 0.0 | $964k | 8.6k | 111.82 | |
Walt Disney Company (DIS) | 0.0 | $937k | 7.2k | 130.30 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $926k | 3.1k | 296.70 | |
General Electric Company | 0.0 | $778k | 87k | 8.95 | |
United Parcel Service (UPS) | 0.0 | $1.0M | 8.4k | 119.80 | |
Wells Fargo & Company (WFC) | 0.0 | $1.0M | 20k | 50.45 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $773k | 2.8k | 276.27 | |
Universal Health Services (UHS) | 0.0 | $848k | 5.7k | 148.69 | |
Raytheon Company | 0.0 | $971k | 5.0k | 196.16 | |
International Business Machines (IBM) | 0.0 | $819k | 5.6k | 145.44 | |
Lowe's Companies (LOW) | 0.0 | $1.1M | 9.8k | 110.00 | |
Visa (V) | 0.0 | $1.0M | 6.1k | 171.94 | |
ConAgra Foods (CAG) | 0.0 | $785k | 26k | 30.69 | |
PPL Corporation (PPL) | 0.0 | $785k | 25k | 31.47 | |
Netflix (NFLX) | 0.0 | $967k | 3.6k | 267.57 | |
Edison International (EIX) | 0.0 | $1.0M | 14k | 75.45 | |
Molina Healthcare (MOH) | 0.0 | $892k | 8.1k | 109.70 | |
Fnf (FNF) | 0.0 | $1.0M | 23k | 44.41 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $662k | 3.5k | 188.71 | |
Linde | 0.0 | $908k | 4.7k | 193.81 | |
Cme (CME) | 0.0 | $346k | 1.6k | 211.36 | |
PNC Financial Services (PNC) | 0.0 | $242k | 1.7k | 140.29 | |
Northern Trust Corporation (NTRS) | 0.0 | $289k | 3.1k | 93.32 | |
Cabot Oil & Gas Corporation (CTRA) | 0.0 | $408k | 23k | 17.57 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $319k | 1.9k | 169.68 | |
Norfolk Southern (NSC) | 0.0 | $306k | 1.7k | 179.89 | |
Cerner Corporation | 0.0 | $649k | 9.5k | 68.19 | |
Edwards Lifesciences (EW) | 0.0 | $385k | 1.8k | 219.87 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $301k | 2.1k | 141.85 | |
NVIDIA Corporation (NVDA) | 0.0 | $457k | 2.6k | 174.23 | |
Paychex (PAYX) | 0.0 | $584k | 7.1k | 82.78 | |
Sherwin-Williams Company (SHW) | 0.0 | $240k | 437.00 | 549.20 | |
Travelers Companies (TRV) | 0.0 | $308k | 2.1k | 148.79 | |
Boston Scientific Corporation (BSX) | 0.0 | $221k | 5.4k | 40.74 | |
Simpson Manufacturing (SSD) | 0.0 | $322k | 4.6k | 69.38 | |
Xilinx | 0.0 | $253k | 2.6k | 95.87 | |
Cadence Design Systems (CDNS) | 0.0 | $332k | 5.0k | 66.12 | |
CVS Caremark Corporation (CVS) | 0.0 | $449k | 7.1k | 63.01 | |
Kroger (KR) | 0.0 | $555k | 22k | 25.76 | |
Becton, Dickinson and (BDX) | 0.0 | $400k | 1.6k | 253.16 | |
Air Products & Chemicals (APD) | 0.0 | $254k | 1.1k | 222.03 | |
Altria (MO) | 0.0 | $438k | 11k | 40.86 | |
BB&T Corporation | 0.0 | $387k | 7.2k | 53.40 | |
Honeywell International (HON) | 0.0 | $659k | 3.9k | 169.32 | |
Danaher Corporation (DHR) | 0.0 | $353k | 2.4k | 144.26 | |
Exelon Corporation (EXC) | 0.0 | $468k | 9.7k | 48.33 | |
Starbucks Corporation (SBUX) | 0.0 | $334k | 3.8k | 88.38 | |
Cintas Corporation (CTAS) | 0.0 | $389k | 1.5k | 268.28 | |
Fifth Third Ban (FITB) | 0.0 | $225k | 8.2k | 27.41 | |
iShares Russell 2000 Index (IWM) | 0.0 | $413k | 2.7k | 151.50 | |
Chipotle Mexican Grill (CMG) | 0.0 | $317k | 377.00 | 840.85 | |
Hill-Rom Holdings | 0.0 | $627k | 6.0k | 105.27 | |
Aqua America | 0.0 | $230k | 5.1k | 44.87 | |
Ametek (AME) | 0.0 | $479k | 5.2k | 91.82 | |
Tor Dom Bk Cad (TD) | 0.0 | $477k | 8.2k | 58.29 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $648k | 4.1k | 159.68 | |
iShares Lehman Aggregate Bond (AGG) | 0.0 | $245k | 2.2k | 112.96 | |
iShares S&P 500 Growth Index (IVW) | 0.0 | $608k | 3.4k | 179.99 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $538k | 1.5k | 352.79 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $485k | 4.3k | 112.53 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $277k | 1.8k | 150.79 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $261k | 1.8k | 141.31 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $226k | 1.3k | 167.90 | |
iShares S&P 1500 Index Fund (ITOT) | 0.0 | $272k | 4.1k | 67.16 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $648k | 9.1k | 70.96 | |
Duke Energy (DUK) | 0.0 | $392k | 4.1k | 95.87 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $400k | 3.2k | 124.65 | |
Vanguard S&p 500 Etf idx (VOO) | 0.0 | $371k | 1.4k | 272.59 | |
Alphabet Inc Class C cs (GOOG) | 0.0 | $614k | 504.00 | 1218.25 | |
Chubb (CB) | 0.0 | $591k | 3.7k | 161.56 | |
Mkt Vectors Short H/y Mun Inde ef (SHYD) | 0.0 | $285k | 11k | 25.15 | |
Us Foods Hldg Corp call (USFD) | 0.0 | $639k | 16k | 41.11 | |
Lamb Weston Hldgs (LW) | 0.0 | $606k | 8.3k | 72.76 | |
Black Knight | 0.0 | $432k | 7.1k | 61.06 | |
Bandwidth (BAND) | 0.0 | $260k | 4.0k | 65.18 | |
Booking Holdings (BKNG) | 0.0 | $232k | 118.00 | 1966.10 | |
Dupont De Nemours (DD) | 0.0 | $229k | 3.2k | 71.32 | |
Colgate-Palmolive Company (CL) | 0.0 | $206k | 2.8k | 73.57 | |
Ford Motor Company (F) | 0.0 | $151k | 17k | 9.15 | |
TJX Companies (TJX) | 0.0 | $207k | 3.7k | 55.87 | |
Xcel Energy (XEL) | 0.0 | $214k | 3.3k | 64.93 | |
Liberty All-Star Equity Fund (USA) | 0.0 | $64k | 10k | 6.37 | |
Sirius Xm Holdings (SIRI) | 0.0 | $123k | 20k | 6.27 | |
Zscaler Incorporated (ZS) | 0.0 | $220k | 4.6k | 47.34 |