Dorsey & Whitney Trust as of March 31, 2019
Portfolio Holdings for Dorsey & Whitney Trust
Dorsey & Whitney Trust holds 400 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 3.0 | $19M | 160k | 117.93 | |
Johnson & Johnson (JNJ) | 2.5 | $16M | 112k | 139.79 | |
Honeywell International (HON) | 2.4 | $15M | 96k | 158.93 | |
Ecolab (ECL) | 2.4 | $15M | 85k | 176.54 | |
Medtronic (MDT) | 2.1 | $14M | 150k | 91.08 | |
Spdr S&p 500 Etf (SPY) | 2.1 | $13M | 47k | 282.49 | |
3M Company (MMM) | 2.0 | $13M | 61k | 207.77 | |
Alphabet Inc Class C cs (GOOG) | 1.9 | $12M | 10k | 1173.27 | |
U.S. Bancorp (USB) | 1.9 | $12M | 251k | 48.19 | |
Abbott Laboratories (ABT) | 1.8 | $11M | 140k | 79.94 | |
Gra (GGG) | 1.8 | $11M | 226k | 49.52 | |
Hormel Foods Corporation (HRL) | 1.6 | $10M | 233k | 44.76 | |
Fiserv (FI) | 1.5 | $9.7M | 110k | 88.28 | |
Walt Disney Company (DIS) | 1.5 | $9.7M | 87k | 111.03 | |
Home Depot (HD) | 1.5 | $9.4M | 49k | 191.88 | |
iShares S&P 500 Index (IVV) | 1.5 | $9.4M | 33k | 284.59 | |
Bio-techne Corporation (TECH) | 1.4 | $8.8M | 44k | 198.55 | |
Donaldson Company (DCI) | 1.3 | $8.5M | 170k | 50.06 | |
American Express Company (AXP) | 1.2 | $7.8M | 71k | 109.31 | |
Fastenal Company (FAST) | 1.2 | $7.6M | 118k | 64.31 | |
General Mills (GIS) | 1.1 | $6.7M | 129k | 51.75 | |
Apple (AAPL) | 1.0 | $6.6M | 35k | 189.87 | |
United Parcel Service (UPS) | 1.0 | $6.5M | 58k | 111.74 | |
Chevron Corporation (CVX) | 1.0 | $6.4M | 52k | 123.17 | |
Zimmer Holdings (ZBH) | 1.0 | $6.2M | 49k | 127.70 | |
Eli Lilly & Co. (LLY) | 1.0 | $6.1M | 47k | 129.75 | |
Pfizer (PFE) | 1.0 | $6.2M | 145k | 42.47 | |
iShares MSCI ACWI Index Fund (ACWI) | 1.0 | $6.1M | 85k | 72.14 | |
Exxon Mobil Corporation (XOM) | 0.9 | $6.1M | 75k | 80.81 | |
Procter & Gamble Company (PG) | 0.9 | $6.1M | 58k | 104.06 | |
C.H. Robinson Worldwide (CHRW) | 0.9 | $6.0M | 69k | 86.99 | |
Intel Corporation (INTC) | 0.9 | $5.6M | 105k | 53.70 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.9 | $5.6M | 67k | 84.12 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $5.5M | 55k | 101.25 | |
Vanguard Information Technology ETF (VGT) | 0.9 | $5.5M | 27k | 201.05 | |
Principal Financial (PFG) | 0.8 | $5.1M | 101k | 50.19 | |
Bemis Company | 0.8 | $5.0M | 91k | 55.48 | |
Visa (V) | 0.8 | $5.0M | 32k | 156.19 | |
Target Corporation (TGT) | 0.8 | $4.9M | 60k | 80.26 | |
Vanguard Total Stock Market ETF (VTI) | 0.8 | $4.9M | 34k | 144.78 | |
Wells Fargo & Company (WFC) | 0.8 | $4.8M | 100k | 48.32 | |
iShares MSCI EAFE Index Fund (EFA) | 0.8 | $4.8M | 74k | 64.87 | |
UnitedHealth (UNH) | 0.7 | $4.2M | 17k | 247.25 | |
Schlumberger (SLB) | 0.6 | $4.1M | 94k | 43.57 | |
Toro Company (TTC) | 0.6 | $4.1M | 60k | 68.84 | |
Pentair cs (PNR) | 0.6 | $3.8M | 86k | 44.52 | |
Baxter International (BAX) | 0.6 | $3.8M | 46k | 81.31 | |
iShares Russell 2000 Index (IWM) | 0.6 | $3.8M | 25k | 153.01 | |
Ishares Tr core div grwth (DGRO) | 0.6 | $3.7M | 100k | 36.75 | |
Health Care SPDR (XLV) | 0.6 | $3.5M | 39k | 91.74 | |
Cisco Systems (CSCO) | 0.5 | $3.4M | 64k | 53.88 | |
Ishares Inc core msci emkt (IEMG) | 0.5 | $3.4M | 65k | 51.71 | |
Badger Meter (BMI) | 0.5 | $3.3M | 60k | 55.64 | |
Charles Schwab Corporation (SCHW) | 0.5 | $3.2M | 76k | 42.76 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.5 | $3.2M | 31k | 104.44 | |
Merck & Co (MRK) | 0.5 | $3.2M | 38k | 83.15 | |
Amazon (AMZN) | 0.5 | $3.1M | 1.7k | 1781.02 | |
iShares S&P SmallCap 600 Index (IJR) | 0.5 | $3.2M | 41k | 77.15 | |
Vanguard Emerging Markets ETF (VWO) | 0.5 | $2.9M | 67k | 42.44 | |
CoreSite Realty | 0.5 | $2.9M | 27k | 107.02 | |
Verizon Communications (VZ) | 0.4 | $2.8M | 48k | 59.15 | |
Ishares Msci Japan (EWJ) | 0.4 | $2.8M | 51k | 54.72 | |
Alphabet Inc Class A cs (GOOGL) | 0.4 | $2.7M | 2.3k | 1177.51 | |
Pepsi (PEP) | 0.4 | $2.6M | 21k | 121.69 | |
Vanguard High Dividend Yield ETF (VYM) | 0.4 | $2.5M | 30k | 85.67 | |
Emerson Electric (EMR) | 0.4 | $2.4M | 35k | 68.48 | |
iShares S&P Global 100 Index (IOO) | 0.4 | $2.5M | 52k | 47.54 | |
Nvent Electric Plc Voting equities (NVT) | 0.4 | $2.4M | 90k | 26.98 | |
Union Pacific Corporation (UNP) | 0.4 | $2.4M | 14k | 168.00 | |
Qualcomm (QCOM) | 0.4 | $2.3M | 41k | 57.04 | |
iShares S&P 100 Index (OEF) | 0.4 | $2.3M | 18k | 125.27 | |
Berkshire Hathaway (BRK.B) | 0.3 | $2.2M | 11k | 200.85 | |
Snap-on Incorporated (SNA) | 0.3 | $2.1M | 14k | 156.52 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $2.1M | 17k | 123.92 | |
Ishares Tr msci usavalfct (VLUE) | 0.3 | $2.1M | 26k | 79.85 | |
Corning Incorporated (GLW) | 0.3 | $2.0M | 61k | 33.09 | |
Bank of America Corporation (BAC) | 0.3 | $1.9M | 69k | 27.98 | |
McDonald's Corporation (MCD) | 0.3 | $1.9M | 10k | 189.66 | |
ConocoPhillips (COP) | 0.3 | $1.8M | 28k | 66.75 | |
H.B. Fuller Company (FUL) | 0.3 | $1.9M | 38k | 48.65 | |
Great Wastern Ban | 0.3 | $1.8M | 59k | 31.59 | |
Lattice Strategies Tr dev mk x us st (RODM) | 0.3 | $1.9M | 66k | 28.17 | |
International Business Machines (IBM) | 0.3 | $1.8M | 12k | 141.02 | |
Associated Banc- (ASB) | 0.3 | $1.8M | 82k | 21.35 | |
Exchange Traded Concepts Tr Em emqq em intern (EMQQ) | 0.3 | $1.7M | 53k | 32.91 | |
Costco Wholesale Corporation (COST) | 0.3 | $1.7M | 6.9k | 242.46 | |
Boeing Company (BA) | 0.3 | $1.7M | 4.3k | 382.22 | |
Tennant Company (TNC) | 0.3 | $1.6M | 26k | 62.08 | |
Comcast Corporation (CMCSA) | 0.2 | $1.6M | 41k | 39.29 | |
Vanguard European ETF (VGK) | 0.2 | $1.6M | 30k | 54.19 | |
Dowdupont | 0.2 | $1.6M | 30k | 53.28 | |
Oracle Corporation (ORCL) | 0.2 | $1.5M | 28k | 53.71 | |
Financial Select Sector SPDR (XLF) | 0.2 | $1.6M | 61k | 25.68 | |
American Tower Reit (AMT) | 0.2 | $1.5M | 7.7k | 197.33 | |
Alps Etf sectr div dogs (SDOG) | 0.2 | $1.6M | 36k | 42.89 | |
Ishares Tr core msci euro (IEUR) | 0.2 | $1.5M | 33k | 45.86 | |
At&t (T) | 0.2 | $1.4M | 46k | 31.23 | |
Energy Select Sector SPDR (XLE) | 0.2 | $1.5M | 22k | 66.19 | |
iShares Russell 1000 Growth Index (IWF) | 0.2 | $1.5M | 9.8k | 151.41 | |
MasterCard Incorporated (MA) | 0.2 | $1.4M | 5.9k | 235.71 | |
Littelfuse (LFUS) | 0.2 | $1.4M | 7.6k | 182.42 | |
Vanguard REIT ETF (VNQ) | 0.2 | $1.4M | 16k | 86.89 | |
Vanguard Total World Stock Idx (VT) | 0.2 | $1.4M | 19k | 73.19 | |
Proto Labs (PRLB) | 0.2 | $1.4M | 13k | 105.15 | |
Sherwin-Williams Company (SHW) | 0.2 | $1.3M | 3.1k | 430.80 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $1.4M | 5.1k | 267.92 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $1.4M | 14k | 98.17 | |
Nevro (NVRO) | 0.2 | $1.4M | 20k | 68.49 | |
Core Laboratories | 0.2 | $1.3M | 19k | 68.90 | |
Novartis (NVS) | 0.2 | $1.3M | 13k | 96.22 | |
Bristol Myers Squibb (BMY) | 0.2 | $1.2M | 26k | 47.70 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $1.2M | 3.5k | 345.37 | |
United Technologies Corporation | 0.2 | $1.2M | 9.0k | 128.57 | |
Starbucks Corporation (SBUX) | 0.2 | $1.2M | 16k | 74.70 | |
Xcel Energy (XEL) | 0.2 | $1.1M | 20k | 56.20 | |
Nordson Corporation (NDSN) | 0.2 | $1.1M | 9.0k | 125.00 | |
Church & Dwight (CHD) | 0.2 | $1.2M | 17k | 71.26 | |
Jpmorgan Exchange Traded Fd Betabuldrs Cda | 0.2 | $1.1M | 48k | 23.92 | |
FedEx Corporation (FDX) | 0.2 | $1.1M | 6.1k | 181.50 | |
Thermo Fisher Scientific (TMO) | 0.2 | $1.1M | 4.1k | 275.00 | |
Danaher Corporation (DHR) | 0.2 | $1.1M | 8.4k | 132.16 | |
Cray | 0.2 | $1.1M | 41k | 26.03 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $1.1M | 10k | 109.62 | |
Abbvie (ABBV) | 0.2 | $1.1M | 14k | 80.56 | |
SYSCO Corporation (SYY) | 0.2 | $1.0M | 15k | 67.14 | |
Vanguard Europe Pacific ETF (VEA) | 0.2 | $1.0M | 25k | 41.74 | |
iShares MSCI Canada Index (EWC) | 0.2 | $1.0M | 37k | 27.63 | |
Ishares Inc em mkt min vol (EEMV) | 0.2 | $1.0M | 18k | 59.29 | |
Amgen (AMGN) | 0.1 | $979k | 5.1k | 191.11 | |
Diageo (DEO) | 0.1 | $963k | 5.9k | 163.44 | |
Sanofi-Aventis SA (SNY) | 0.1 | $976k | 22k | 43.94 | |
Patterson Companies (PDCO) | 0.1 | $936k | 43k | 21.85 | |
Spdr Euro Stoxx 50 Etf (FEZ) | 0.1 | $952k | 26k | 36.59 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $929k | 15k | 60.75 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.1 | $954k | 16k | 58.06 | |
Wal-Mart Stores (WMT) | 0.1 | $883k | 9.0k | 98.39 | |
Lowe's Companies (LOW) | 0.1 | $923k | 8.3k | 110.59 | |
PNC Financial Services (PNC) | 0.1 | $846k | 6.9k | 122.76 | |
Caterpillar (CAT) | 0.1 | $854k | 6.3k | 135.29 | |
Automatic Data Processing (ADP) | 0.1 | $839k | 5.4k | 154.93 | |
Raytheon Company | 0.1 | $809k | 4.4k | 182.22 | |
Nextera Energy (NEE) | 0.1 | $857k | 4.4k | 193.44 | |
Royal Dutch Shell | 0.1 | $856k | 14k | 62.50 | |
Illinois Tool Works (ITW) | 0.1 | $807k | 5.6k | 143.03 | |
Sap (SAP) | 0.1 | $820k | 7.1k | 115.65 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $845k | 4.5k | 189.49 | |
Generac Holdings (GNRC) | 0.1 | $823k | 16k | 51.25 | |
Dbx Trackers db xtr msci eur (DBEU) | 0.1 | $802k | 28k | 28.35 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $837k | 2.4k | 347.30 | |
Cme (CME) | 0.1 | $790k | 4.8k | 162.96 | |
Enterprise Products Partners (EPD) | 0.1 | $762k | 26k | 29.63 | |
Magellan Midstream Partners | 0.1 | $749k | 12k | 60.82 | |
NVE Corporation (NVEC) | 0.1 | $773k | 7.9k | 97.91 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $753k | 14k | 53.93 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.1 | $791k | 7.6k | 104.13 | |
Paypal Holdings (PYPL) | 0.1 | $737k | 7.1k | 104.23 | |
Cognizant Technology Solutions (CTSH) | 0.1 | $673k | 9.4k | 72.00 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $726k | 17k | 42.67 | |
BlackRock (BLK) | 0.1 | $705k | 1.6k | 429.17 | |
Analog Devices (ADI) | 0.1 | $702k | 6.7k | 105.32 | |
Exelon Corporation (EXC) | 0.1 | $714k | 14k | 50.00 | |
Gilead Sciences (GILD) | 0.1 | $730k | 11k | 64.26 | |
American Water Works (AWK) | 0.1 | $732k | 7.0k | 104.33 | |
Schwab International Equity ETF (SCHF) | 0.1 | $718k | 23k | 31.24 | |
Facebook Inc cl a (META) | 0.1 | $715k | 4.2k | 169.49 | |
Hp (HPQ) | 0.1 | $679k | 35k | 19.23 | |
BP (BP) | 0.1 | $629k | 14k | 43.56 | |
Paccar (PCAR) | 0.1 | $627k | 9.2k | 68.18 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $652k | 4.3k | 152.42 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.1 | $625k | 6.0k | 104.92 | |
Broadcom (AVGO) | 0.1 | $610k | 2.0k | 298.01 | |
Waste Management (WM) | 0.1 | $550k | 5.3k | 103.94 | |
General Electric Company | 0.1 | $583k | 58k | 10.02 | |
Xilinx | 0.1 | $604k | 4.8k | 126.76 | |
GlaxoSmithKline | 0.1 | $595k | 14k | 41.72 | |
Nike (NKE) | 0.1 | $563k | 6.8k | 82.64 | |
Weyerhaeuser Company (WY) | 0.1 | $545k | 20k | 26.67 | |
EOG Resources (EOG) | 0.1 | $553k | 5.8k | 95.06 | |
Novo Nordisk A/S (NVO) | 0.1 | $554k | 11k | 52.00 | |
Allete (ALE) | 0.1 | $568k | 6.9k | 82.20 | |
WisdomTree MidCap Dividend Fund (DON) | 0.1 | $585k | 16k | 35.77 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $558k | 6.4k | 86.92 | |
Vanguard Sht Term Govt Bond ETF (VGSH) | 0.1 | $600k | 9.9k | 60.34 | |
Vanguard Admiral Fds Inc cmn (IVOO) | 0.1 | $606k | 4.7k | 127.85 | |
Citigroup (C) | 0.1 | $586k | 9.6k | 61.22 | |
Anthem (ELV) | 0.1 | $599k | 2.1k | 286.67 | |
Crown Castle Intl (CCI) | 0.1 | $553k | 4.3k | 128.51 | |
Chubb (CB) | 0.1 | $606k | 4.3k | 140.39 | |
Cigna Corp (CI) | 0.1 | $553k | 3.4k | 161.03 | |
Western Union Company (WU) | 0.1 | $499k | 27k | 18.46 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $499k | 9.8k | 51.14 | |
Coca-Cola Company (KO) | 0.1 | $517k | 11k | 46.67 | |
Travelers Companies (TRV) | 0.1 | $513k | 3.7k | 136.88 | |
Laboratory Corp. of America Holdings | 0.1 | $489k | 4.4k | 111.11 | |
CVS Caremark Corporation (CVS) | 0.1 | $483k | 8.8k | 54.55 | |
Becton, Dickinson and (BDX) | 0.1 | $540k | 2.2k | 246.67 | |
Capital One Financial (COF) | 0.1 | $484k | 5.3k | 90.91 | |
Colgate-Palmolive Company (CL) | 0.1 | $524k | 7.6k | 68.75 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $494k | 4.0k | 123.50 | |
Total (TTE) | 0.1 | $515k | 9.3k | 55.21 | |
Accenture (ACN) | 0.1 | $527k | 3.0k | 175.00 | |
Roper Industries (ROP) | 0.1 | $491k | 1.4k | 342.86 | |
Teleflex Incorporated (TFX) | 0.1 | $494k | 1.6k | 301.96 | |
SPDR DJ International Real Estate ETF (RWX) | 0.1 | $499k | 13k | 39.35 | |
Phillips 66 (PSX) | 0.1 | $523k | 5.4k | 96.00 | |
Mondelez Int (MDLZ) | 0.1 | $487k | 9.8k | 49.82 | |
Palo Alto Networks (PANW) | 0.1 | $483k | 2.0k | 242.19 | |
Alps Etf Trintl Sector Dividdogs Etf intl sec dv dog (IDOG) | 0.1 | $500k | 19k | 26.25 | |
Walgreen Boots Alliance (WBA) | 0.1 | $517k | 8.2k | 63.33 | |
Elanco Animal Health (ELAN) | 0.1 | $539k | 17k | 32.08 | |
Linde | 0.1 | $485k | 2.8k | 176.19 | |
Crown Holdings (CCK) | 0.1 | $457k | 8.3k | 54.69 | |
Goldman Sachs (GS) | 0.1 | $438k | 2.3k | 192.43 | |
Cullen/Frost Bankers (CFR) | 0.1 | $445k | 4.6k | 97.11 | |
Air Products & Chemicals (APD) | 0.1 | $428k | 2.2k | 191.00 | |
Texas Instruments Incorporated (TXN) | 0.1 | $439k | 4.2k | 104.62 | |
Unilever | 0.1 | $435k | 7.5k | 58.15 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $429k | 5.4k | 80.12 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $447k | 3.5k | 128.21 | |
Vanguard Large-Cap ETF (VV) | 0.1 | $479k | 3.7k | 129.70 | |
Blackrock Muniholdings Insured Fund II (MUE) | 0.1 | $428k | 35k | 12.31 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $462k | 8.7k | 52.88 | |
IQ Hedge Multi-Strategy Tracker (QAI) | 0.1 | $436k | 15k | 30.09 | |
Duke Energy (DUK) | 0.1 | $420k | 4.7k | 90.00 | |
Asml Holding (ASML) | 0.1 | $440k | 2.3k | 187.62 | |
Pimco Dynamic Credit Income other | 0.1 | $419k | 18k | 23.41 | |
Welltower Inc Com reit (WELL) | 0.1 | $448k | 5.7k | 78.01 | |
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) | 0.1 | $454k | 9.2k | 49.24 | |
HSBC Holdings (HSBC) | 0.1 | $352k | 8.6k | 40.86 | |
Taiwan Semiconductor Mfg (TSM) | 0.1 | $373k | 9.0k | 41.43 | |
Norfolk Southern (NSC) | 0.1 | $402k | 2.2k | 186.67 | |
Dominion Resources (D) | 0.1 | $381k | 5.0k | 76.88 | |
AstraZeneca (AZN) | 0.1 | $374k | 9.6k | 38.89 | |
Anadarko Petroleum Corporation | 0.1 | $368k | 8.1k | 45.52 | |
TJX Companies (TJX) | 0.1 | $385k | 7.1k | 54.55 | |
Estee Lauder Companies (EL) | 0.1 | $398k | 2.4k | 166.25 | |
BHP Billiton (BHP) | 0.1 | $358k | 6.7k | 53.44 | |
Ingersoll-rand Co Ltd-cl A | 0.1 | $408k | 3.7k | 109.09 | |
Inter Parfums (IPAR) | 0.1 | $372k | 4.9k | 75.78 | |
iShares Lehman Aggregate Bond (AGG) | 0.1 | $360k | 3.3k | 109.07 | |
SPDR S&P China (GXC) | 0.1 | $364k | 3.6k | 100.28 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $383k | 2.4k | 160.92 | |
Invesco Van Kampen Senior Income Trust (VVR) | 0.1 | $415k | 99k | 4.20 | |
WisdomTree SmallCap Dividend Fund (DES) | 0.1 | $383k | 14k | 27.55 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.1 | $369k | 14k | 25.98 | |
Schwab U S Small Cap ETF (SCHA) | 0.1 | $400k | 5.7k | 69.86 | |
Te Connectivity Ltd for (TEL) | 0.1 | $406k | 5.0k | 81.11 | |
Ishares Inc msci india index (INDA) | 0.1 | $407k | 12k | 35.27 | |
Zoetis Inc Cl A (ZTS) | 0.1 | $363k | 3.6k | 100.52 | |
Intercontinental Exchange (ICE) | 0.1 | $392k | 5.2k | 75.47 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.1 | $407k | 8.4k | 48.54 | |
S&p Global (SPGI) | 0.1 | $410k | 1.9k | 211.76 | |
Blackrock Debt Strat (DSU) | 0.1 | $406k | 38k | 10.72 | |
Genuine Parts Company (GPC) | 0.1 | $300k | 2.7k | 111.82 | |
Berkshire Hathaway (BRK.A) | 0.1 | $301k | 1.00 | 301000.00 | |
Deere & Company (DE) | 0.1 | $308k | 1.9k | 159.26 | |
Marsh & McLennan Companies (MMC) | 0.1 | $309k | 2.8k | 111.11 | |
Philip Morris International (PM) | 0.1 | $292k | 3.3k | 88.89 | |
Rio Tinto (RIO) | 0.1 | $317k | 5.4k | 59.05 | |
Alleghany Corporation | 0.1 | $305k | 498.00 | 612.45 | |
Ford Motor Company (F) | 0.1 | $299k | 34k | 8.77 | |
Williams Companies (WMB) | 0.1 | $333k | 12k | 28.70 | |
Toyota Motor Corporation (TM) | 0.1 | $326k | 2.7k | 121.50 | |
salesforce (CRM) | 0.1 | $294k | 1.8k | 159.26 | |
Sanderson Farms | 0.1 | $289k | 2.2k | 131.90 | |
Cinemark Holdings (CNK) | 0.1 | $315k | 7.9k | 39.76 | |
Energy Transfer Equity (ET) | 0.1 | $336k | 22k | 15.40 | |
MetLife (MET) | 0.1 | $317k | 7.5k | 42.55 | |
Celgene Corporation | 0.1 | $340k | 3.7k | 90.91 | |
Chart Industries (GTLS) | 0.1 | $313k | 3.5k | 90.41 | |
MasTec (MTZ) | 0.1 | $333k | 6.9k | 48.13 | |
Bank Of Montreal Cadcom (BMO) | 0.1 | $349k | 4.7k | 74.89 | |
Alerian Mlp Etf | 0.1 | $292k | 29k | 10.02 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.1 | $327k | 4.6k | 70.69 | |
SPDR DJ Wilshire REIT (RWR) | 0.1 | $322k | 3.3k | 98.99 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.1 | $348k | 7.5k | 46.29 | |
WisdomTree Japan Total Dividend (DXJ) | 0.1 | $291k | 5.7k | 50.70 | |
iShares FTSE NAREIT Real Est 50 Ind (USRT) | 0.1 | $335k | 6.5k | 51.76 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.1 | $326k | 3.2k | 102.00 | |
Schwab Strategic Tr cmn (SCHV) | 0.1 | $348k | 6.4k | 54.72 | |
Vanguard Admiral Fds Inc cmn (VIOO) | 0.1 | $323k | 2.3k | 140.22 | |
Kinder Morgan (KMI) | 0.1 | $341k | 17k | 20.15 | |
Metropcs Communications (TMUS) | 0.1 | $335k | 5.0k | 66.67 | |
Ishares Tr hdg msci eafe (HEFA) | 0.1 | $351k | 12k | 28.85 | |
Lamar Advertising Co-a (LAMR) | 0.1 | $330k | 4.2k | 79.23 | |
Hewlett Packard Enterprise (HPE) | 0.1 | $325k | 21k | 15.46 | |
Ingevity (NGVT) | 0.1 | $311k | 2.9k | 105.64 | |
Ishares Tr msci eafe esg (ESGD) | 0.1 | $335k | 5.3k | 63.27 | |
J P Morgan Exchange Traded F ultra shrt (JPST) | 0.1 | $326k | 6.5k | 50.23 | |
Avalara | 0.1 | $329k | 5.9k | 55.87 | |
Ansys (ANSS) | 0.0 | $233k | 1.3k | 182.83 | |
Progressive Corporation (PGR) | 0.0 | $262k | 3.6k | 73.39 | |
Lincoln National Corporation (LNC) | 0.0 | $231k | 4.0k | 57.61 | |
Cabot Oil & Gas Corporation (CTRA) | 0.0 | $258k | 9.9k | 26.11 | |
CBS Corporation | 0.0 | $229k | 4.9k | 47.17 | |
Apache Corporation | 0.0 | $244k | 6.7k | 36.36 | |
Avon Products | 0.0 | $267k | 91k | 2.94 | |
CarMax (KMX) | 0.0 | $227k | 3.3k | 69.75 | |
NVIDIA Corporation (NVDA) | 0.0 | $240k | 1.3k | 179.20 | |
Paychex (PAYX) | 0.0 | $236k | 3.0k | 79.88 | |
T. Rowe Price (TROW) | 0.0 | $227k | 2.3k | 100.00 | |
Boston Scientific Corporation (BSX) | 0.0 | $273k | 7.3k | 37.29 | |
Morgan Stanley (MS) | 0.0 | $279k | 6.8k | 40.98 | |
Red Hat | 0.0 | $225k | 1.4k | 166.67 | |
Lockheed Martin Corporation (LMT) | 0.0 | $270k | 901.00 | 300.00 | |
Gartner (IT) | 0.0 | $266k | 1.8k | 151.94 | |
BB&T Corporation | 0.0 | $244k | 5.3k | 45.91 | |
Honda Motor (HMC) | 0.0 | $230k | 8.4k | 27.33 | |
NCR Corporation (VYX) | 0.0 | $279k | 10k | 27.34 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $249k | 3.8k | 66.14 | |
Marriott International (MAR) | 0.0 | $246k | 2.0k | 125.00 | |
Netflix (NFLX) | 0.0 | $277k | 777.00 | 355.93 | |
Micron Technology (MU) | 0.0 | $254k | 4.9k | 51.28 | |
Dycom Industries (DY) | 0.0 | $284k | 6.2k | 45.88 | |
Southwest Airlines (LUV) | 0.0 | $278k | 5.4k | 51.87 | |
Steven Madden (SHOO) | 0.0 | $278k | 8.2k | 33.79 | |
Banco Santander (SAN) | 0.0 | $246k | 53k | 4.61 | |
Westpac Banking Corporation | 0.0 | $280k | 15k | 18.45 | |
British American Tobac (BTI) | 0.0 | $254k | 5.9k | 42.74 | |
Washington Federal (WAFD) | 0.0 | $247k | 8.6k | 28.88 | |
LHC | 0.0 | $235k | 2.1k | 110.57 | |
Brink's Company (BCO) | 0.0 | $230k | 3.1k | 75.41 | |
Federal Realty Inv. Trust | 0.0 | $274k | 1.9k | 142.86 | |
Hawkins (HWKN) | 0.0 | $239k | 6.5k | 36.77 | |
Limelight Networks | 0.0 | $235k | 73k | 3.23 | |
SPDR KBW Bank (KBE) | 0.0 | $239k | 5.7k | 41.78 | |
RealPage | 0.0 | $280k | 4.6k | 60.61 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $269k | 3.4k | 79.77 | |
Delaware Invt Nat Muni Inc F sh ben int (VFL) | 0.0 | $244k | 19k | 12.66 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $249k | 3.1k | 79.30 | |
Prologis (PLD) | 0.0 | $250k | 3.4k | 72.73 | |
J Global (ZD) | 0.0 | $243k | 2.8k | 86.51 | |
Global X Fds glbl x mlp etf | 0.0 | $270k | 31k | 8.86 | |
Ishares Tr core strm usbd (ISTB) | 0.0 | $249k | 5.0k | 49.80 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $226k | 2.7k | 83.33 | |
Vericel (VCEL) | 0.0 | $281k | 16k | 17.50 | |
Blackrock Science & (BST) | 0.0 | $265k | 8.1k | 32.84 | |
Allergan | 0.0 | $270k | 1.8k | 147.17 | |
Lumentum Hldgs (LITE) | 0.0 | $232k | 4.1k | 56.45 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $236k | 2.8k | 85.48 | |
Propetro Hldg (PUMP) | 0.0 | $251k | 11k | 22.53 | |
Baker Hughes A Ge Company (BKR) | 0.0 | $261k | 9.4k | 27.71 | |
Booking Holdings (BKNG) | 0.0 | $280k | 168.00 | 1666.67 | |
Fox Corp (FOXA) | 0.0 | $230k | 6.2k | 36.80 | |
Expeditors International of Washington (EXPD) | 0.0 | $218k | 2.8k | 78.31 | |
Microchip Technology (MCHP) | 0.0 | $213k | 2.6k | 82.84 | |
Nucor Corporation (NUE) | 0.0 | $222k | 3.7k | 59.23 | |
Regions Financial Corporation (RF) | 0.0 | $162k | 12k | 14.17 | |
Nokia Corporation (NOK) | 0.0 | $185k | 31k | 6.00 | |
Mercury Computer Systems (MRCY) | 0.0 | $209k | 3.3k | 64.11 | |
Altria (MO) | 0.0 | $209k | 3.7k | 56.60 | |
Fifth Third Ban (FITB) | 0.0 | $206k | 8.0k | 25.84 | |
Delta Air Lines (DAL) | 0.0 | $201k | 3.9k | 51.49 | |
Atmos Energy Corporation (ATO) | 0.0 | $205k | 2.0k | 102.74 | |
Prudential Public Limited Company (PUK) | 0.0 | $201k | 5.0k | 40.33 | |
Abb (ABBNY) | 0.0 | $222k | 12k | 19.05 | |
ARGO GROUP INTERNATIONAL Holdi Com Stk | 0.0 | $204k | 2.9k | 70.53 | |
Calavo Growers (CVGW) | 0.0 | $217k | 2.6k | 83.77 | |
ING Groep (ING) | 0.0 | $204k | 17k | 12.20 | |
ePlus (PLUS) | 0.0 | $206k | 2.3k | 88.72 | |
USA Technologies | 0.0 | $174k | 42k | 4.16 | |
Vonage Holdings | 0.0 | $217k | 22k | 10.02 | |
Sumitomo Mitsui Financial Grp (SMFG) | 0.0 | $214k | 30k | 7.05 | |
Nuveen Select Maturities Mun Fund (NIM) | 0.0 | $178k | 18k | 9.97 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $201k | 5.5k | 36.54 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $217k | 7.0k | 30.95 | |
Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $183k | 14k | 13.56 | |
Tortoise MLP Fund | 0.0 | $190k | 14k | 14.01 | |
Nuveen Arizona Premium Income Mun (NAZ) | 0.0 | $170k | 13k | 12.81 | |
Spdr S&p Emerging Mkts Dividen inx (EDIV) | 0.0 | $206k | 6.5k | 31.72 | |
Marathon Petroleum Corp (MPC) | 0.0 | $224k | 4.0k | 55.56 | |
First Tr Mlp & Energy Income | 0.0 | $199k | 17k | 11.47 | |
Genesis Healthcare Inc Cl A (GENN) | 0.0 | $222k | 154k | 1.44 | |
Summit Matls Inc cl a (SUM) | 0.0 | $165k | 10k | 15.90 | |
Fortive (FTV) | 0.0 | $214k | 2.6k | 81.40 | |
Nlight (LASR) | 0.0 | $201k | 9.0k | 22.26 | |
RadNet (RDNT) | 0.0 | $136k | 11k | 12.35 | |
Granite Construction (GVA) | 0.0 | $155k | 5.1k | 30.30 | |
CenturyLink | 0.0 | $133k | 11k | 11.96 | |
Aegon | 0.0 | $120k | 24k | 4.92 | |
Telefonaktiebolaget LM Ericsson (ERIC) | 0.0 | $137k | 15k | 9.12 | |
Telefonica (TEF) | 0.0 | $126k | 15k | 8.31 | |
Mitsubishi UFJ Financial (MUFG) | 0.0 | $157k | 33k | 4.81 | |
Mizuho Financial (MFG) | 0.0 | $145k | 48k | 3.02 | |
Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.0 | $158k | 28k | 5.68 | |
Synchronoss Technologies | 0.0 | $156k | 26k | 6.09 | |
Brookdale Senior Living (BKD) | 0.0 | $121k | 18k | 6.57 | |
Lloyds TSB (LYG) | 0.0 | $104k | 33k | 3.18 | |
TCW Strategic Income Fund (TSI) | 0.0 | $129k | 24k | 5.49 | |
Sprint | 0.0 | $113k | 19k | 5.80 | |
Intrexon | 0.0 | $127k | 24k | 5.27 | |
Evolent Health (EVH) | 0.0 | $148k | 12k | 12.54 | |
Viewray (VRAYQ) | 0.0 | $135k | 18k | 7.38 | |
Chesapeake Energy Corporation | 0.0 | $37k | 12k | 3.13 | |
Owens & Minor (OMI) | 0.0 | $73k | 18k | 4.07 | |
Express | 0.0 | $63k | 15k | 4.31 | |
Oasis Petroleum | 0.0 | $86k | 14k | 6.03 | |
eMagin Corporation | 0.0 | $35k | 42k | 0.84 | |
Ensco Plc Shs Class A | 0.0 | $95k | 24k | 3.93 | |
Washington Prime Group | 0.0 | $92k | 16k | 5.68 |