Evercore Wealth Management as of March 31, 2020
Portfolio Holdings for Evercore Wealth Management
Evercore Wealth Management holds 360 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 5.3 | $161M | 1.0M | 157.63 | |
Apple (AAPL) | 4.9 | $148M | 584k | 254.29 | |
Amazon (AMZN) | 3.9 | $118M | 61k | 1949.74 | |
MasterCard Incorporated (MA) | 3.8 | $115M | 475k | 241.56 | |
Thermo Fisher Scientific (TMO) | 3.3 | $100M | 351k | 283.60 | |
UnitedHealth (UNH) | 3.2 | $97M | 387k | 249.38 | |
American Tower Reit (AMT) | 3.0 | $93M | 425k | 217.76 | |
Home Depot (HD) | 2.9 | $87M | 468k | 186.70 | |
Blackstone Group Inc Com Cl A (BX) | 2.6 | $78M | 1.7M | 45.57 | |
Adobe Systems Incorporated (ADBE) | 2.2 | $67M | 210k | 318.24 | |
Accenture (ACN) | 2.2 | $66M | 411k | 160.00 | |
Alphabet Inc Class C cs (GOOG) | 2.2 | $66M | 56k | 1162.80 | |
TJX Companies (TJX) | 2.1 | $63M | 1.3M | 47.50 | |
Abbott Laboratories (ABT) | 2.0 | $62M | 781k | 78.91 | |
Roper Industries (ROP) | 2.0 | $61M | 196k | 311.79 | |
Cbre Group Inc Cl A (CBRE) | 1.9 | $58M | 1.5M | 37.71 | |
Domino's Pizza (DPZ) | 1.8 | $55M | 170k | 324.07 | |
Berkshire Hathaway (BRK.B) | 1.7 | $53M | 287k | 182.83 | |
AutoZone (AZO) | 1.7 | $52M | 62k | 845.95 | |
Alphabet Inc Class A cs (GOOGL) | 1.7 | $51M | 44k | 1161.96 | |
Chubb (CB) | 1.6 | $48M | 419k | 114.29 | |
Nike (NKE) | 1.6 | $48M | 576k | 82.74 | |
BlackRock (BLK) | 1.6 | $47M | 108k | 439.97 | |
Texas Instruments Incorporated (TXN) | 1.5 | $45M | 452k | 99.93 | |
Celanese Corporation (CE) | 1.4 | $43M | 590k | 73.39 | |
Ansys (ANSS) | 1.4 | $43M | 185k | 232.44 | |
Morgan Stanley (MS) | 1.4 | $41M | 1.2M | 34.00 | |
Johnson & Johnson (JNJ) | 1.3 | $41M | 312k | 131.13 | |
Ss&c Technologies Holding (SSNC) | 1.3 | $40M | 903k | 43.82 | |
WisdomTree LargeCap Dividend Fund (DLN) | 1.3 | $39M | 483k | 80.94 | |
Costco Wholesale Corporation (COST) | 1.2 | $37M | 128k | 286.05 | |
Walt Disney Company (DIS) | 1.2 | $36M | 374k | 96.62 | |
Spdr S&p 500 Etf (SPY) | 1.2 | $36M | 140k | 257.75 | |
Best Buy (BBY) | 1.1 | $33M | 570k | 57.00 | |
Cdw (CDW) | 0.9 | $29M | 308k | 93.26 | |
IPG Photonics Corporation (IPGP) | 0.9 | $26M | 234k | 110.30 | |
BorgWarner (BWA) | 0.8 | $24M | 977k | 24.37 | |
Westrock (WRK) | 0.7 | $21M | 745k | 28.26 | |
Applied Materials (AMAT) | 0.7 | $21M | 450k | 45.82 | |
iShares MSCI EAFE Index Fund (EFA) | 0.7 | $21M | 384k | 53.45 | |
iShares S&P 500 Index (IVV) | 0.6 | $20M | 75k | 258.40 | |
Intel Corporation (INTC) | 0.6 | $18M | 324k | 54.12 | |
Sherwin-Williams Company (SHW) | 0.6 | $18M | 38k | 459.56 | |
Pepsi (PEP) | 0.6 | $17M | 144k | 120.14 | |
iShares Gold Trust | 0.5 | $16M | 1.1M | 15.07 | |
Cisco Systems (CSCO) | 0.5 | $15M | 385k | 39.31 | |
SPDR Gold Trust (GLD) | 0.5 | $14M | 97k | 148.04 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $13M | 149k | 90.03 | |
Chevron Corporation (CVX) | 0.4 | $13M | 175k | 72.47 | |
iShares Russell 1000 Growth Index (IWF) | 0.4 | $13M | 84k | 150.65 | |
Pfizer (PFE) | 0.4 | $11M | 337k | 32.65 | |
IDEXX Laboratories (IDXX) | 0.4 | $11M | 45k | 241.90 | |
United Technologies Corporation | 0.4 | $11M | 114k | 94.34 | |
Merck & Co (MRK) | 0.3 | $10M | 135k | 76.93 | |
Automatic Data Processing (ADP) | 0.3 | $9.2M | 67k | 136.67 | |
Vanguard S&p 500 Etf idx (VOO) | 0.3 | $9.1M | 38k | 236.80 | |
Procter & Gamble Company (PG) | 0.3 | $8.8M | 80k | 110.00 | |
Eli Lilly & Co. (LLY) | 0.3 | $8.7M | 63k | 138.74 | |
iShares Russell 1000 Index (IWB) | 0.3 | $8.6M | 61k | 141.52 | |
Abbvie (ABBV) | 0.3 | $8.0M | 105k | 76.19 | |
Union Pacific Corporation (UNP) | 0.3 | $7.9M | 56k | 141.01 | |
Verizon Communications (VZ) | 0.3 | $7.6M | 141k | 53.73 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $7.1M | 27k | 262.76 | |
Charles Schwab Corporation (SCHW) | 0.2 | $7.0M | 210k | 33.62 | |
iShares Russell 2000 Index (IWM) | 0.2 | $6.8M | 59k | 114.39 | |
McDonald's Corporation (MCD) | 0.2 | $6.0M | 36k | 165.26 | |
Amgen (AMGN) | 0.2 | $5.9M | 29k | 202.75 | |
Exxon Mobil Corporation (XOM) | 0.2 | $5.8M | 153k | 37.96 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $5.7M | 40k | 143.86 | |
Stryker Corporation (SYK) | 0.2 | $5.7M | 34k | 166.45 | |
United Parcel Service (UPS) | 0.2 | $5.5M | 59k | 93.49 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.2 | $5.4M | 99k | 54.67 | |
Bristol Myers Squibb (BMY) | 0.2 | $5.4M | 98k | 55.74 | |
Oracle Corporation (ORCL) | 0.2 | $5.4M | 111k | 48.34 | |
Coca-Cola Company (KO) | 0.2 | $5.2M | 119k | 44.25 | |
Illinois Tool Works (ITW) | 0.2 | $5.2M | 37k | 142.09 | |
3M Company (MMM) | 0.2 | $5.2M | 38k | 136.17 | |
salesforce (CRM) | 0.2 | $4.9M | 34k | 143.89 | |
Visa (V) | 0.2 | $4.9M | 30k | 161.37 | |
McKesson Corporation (MCK) | 0.2 | $4.8M | 35k | 135.22 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.2 | $4.7M | 49k | 97.56 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $4.5M | 44k | 103.38 | |
Nextera Energy (NEE) | 0.1 | $4.5M | 19k | 240.87 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.1 | $4.4M | 74k | 59.72 | |
Lowe's Companies (LOW) | 0.1 | $4.3M | 50k | 86.06 | |
Church & Dwight (CHD) | 0.1 | $4.3M | 67k | 64.11 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $4.3M | 127k | 33.55 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $4.1M | 35k | 115.62 | |
Danaher Corporation (DHR) | 0.1 | $3.9M | 28k | 138.41 | |
Medtronic (MDT) | 0.1 | $3.6M | 40k | 90.18 | |
Berkshire Hathaway (BRK.A) | 0.1 | $3.5M | 13.00 | 272000.00 | |
Ecolab (ECL) | 0.1 | $3.4M | 22k | 155.84 | |
Wal-Mart Stores (WMT) | 0.1 | $3.3M | 29k | 113.62 | |
Starbucks Corporation (SBUX) | 0.1 | $3.2M | 49k | 65.73 | |
Honeywell International (HON) | 0.1 | $3.2M | 24k | 133.77 | |
At&t (T) | 0.1 | $3.2M | 109k | 29.15 | |
RPM International (RPM) | 0.1 | $3.1M | 53k | 59.50 | |
CVS Caremark Corporation (CVS) | 0.1 | $3.1M | 52k | 59.20 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $3.0M | 74k | 41.02 | |
Colgate-Palmolive Company (CL) | 0.1 | $3.0M | 45k | 66.31 | |
Sonoco Products Company (SON) | 0.1 | $3.0M | 64k | 46.34 | |
Mettler-Toledo International (MTD) | 0.1 | $2.9M | 4.3k | 690.57 | |
Philip Morris International (PM) | 0.1 | $2.9M | 40k | 72.95 | |
U.S. Bancorp (USB) | 0.1 | $2.9M | 85k | 34.43 | |
Investors Real Estate Tr sh ben int | 0.1 | $2.8M | 52k | 55.00 | |
International Business Machines (IBM) | 0.1 | $2.8M | 26k | 110.63 | |
Vanguard Europe Pacific ETF (VEA) | 0.1 | $2.8M | 83k | 33.36 | |
Lockheed Martin Corporation (LMT) | 0.1 | $2.7M | 8.0k | 338.86 | |
Duke Energy (DUK) | 0.1 | $2.6M | 33k | 80.84 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $2.6M | 19k | 131.67 | |
Wells Fargo & Company (WFC) | 0.1 | $2.6M | 89k | 28.69 | |
Vanguard Large-Cap ETF (VV) | 0.1 | $2.5M | 21k | 118.42 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $2.5M | 34k | 73.31 | |
Dominion Resources (D) | 0.1 | $2.5M | 34k | 72.25 | |
Illumina (ILMN) | 0.1 | $2.5M | 8.8k | 280.00 | |
Emerson Electric (EMR) | 0.1 | $2.4M | 51k | 47.78 | |
Comcast Corporation (CMCSA) | 0.1 | $2.4M | 69k | 34.19 | |
EOG Resources (EOG) | 0.1 | $2.4M | 47k | 50.00 | |
Acceleron Pharma | 0.1 | $2.4M | 26k | 89.88 | |
Enterprise Products Partners (EPD) | 0.1 | $2.3M | 162k | 14.00 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $2.3M | 40k | 56.11 | |
S&p Global (SPGI) | 0.1 | $2.2M | 9.1k | 245.10 | |
Aptar (ATR) | 0.1 | $2.2M | 22k | 99.56 | |
Facebook Inc cl a (META) | 0.1 | $2.2M | 13k | 166.59 | |
iShares S&P 500 Value Index (IVE) | 0.1 | $2.2M | 23k | 96.26 | |
Baxter International (BAX) | 0.1 | $2.2M | 27k | 81.18 | |
Db-x Msci Eafe Currency-hedged (DBEF) | 0.1 | $2.2M | 83k | 26.71 | |
Vanguard Total Stock Market ETF (VTI) | 0.1 | $2.2M | 17k | 128.92 | |
Qualcomm (QCOM) | 0.1 | $2.2M | 32k | 67.65 | |
Technology SPDR (XLK) | 0.1 | $2.2M | 27k | 80.36 | |
iShares S&P 500 Growth Index (IVW) | 0.1 | $2.1M | 13k | 165.02 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $1.9M | 45k | 43.22 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $1.9M | 15k | 127.83 | |
AFLAC Incorporated (AFL) | 0.1 | $1.9M | 55k | 34.27 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $1.9M | 38k | 49.89 | |
Zoetis Inc Cl A (ZTS) | 0.1 | $1.9M | 16k | 117.69 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $1.9M | 54k | 34.13 | |
Target Corporation (TGT) | 0.1 | $1.8M | 19k | 92.93 | |
Jacobs Engineering | 0.1 | $1.8M | 22k | 80.00 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $1.8M | 18k | 99.16 | |
Progressive Corporation (PGR) | 0.1 | $1.7M | 24k | 73.86 | |
Amphenol Corporation (APH) | 0.1 | $1.7M | 24k | 72.71 | |
SYSCO Corporation (SYY) | 0.1 | $1.7M | 38k | 45.64 | |
Biogen Idec (BIIB) | 0.1 | $1.7M | 5.3k | 315.00 | |
Travelers Companies (TRV) | 0.1 | $1.7M | 17k | 99.38 | |
Gilead Sciences (GILD) | 0.1 | $1.7M | 22k | 74.85 | |
Jabil Circuit (JBL) | 0.1 | $1.6M | 65k | 24.59 | |
iShares Russell 3000 Index (IWV) | 0.1 | $1.6M | 11k | 148.29 | |
Intercontinental Exchange (ICE) | 0.1 | $1.6M | 19k | 80.74 | |
General Dynamics Corporation (GD) | 0.1 | $1.5M | 12k | 132.29 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.1 | $1.5M | 16k | 97.40 | |
General Electric Company | 0.1 | $1.5M | 192k | 7.94 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $1.5M | 8.0k | 190.00 | |
Vanguard Growth ETF (VUG) | 0.0 | $1.5M | 9.5k | 156.74 | |
Mondelez Int (MDLZ) | 0.0 | $1.5M | 29k | 50.08 | |
Bank of America Corporation (BAC) | 0.0 | $1.4M | 67k | 21.23 | |
Raytheon Company | 0.0 | $1.4M | 11k | 131.18 | |
American Express Company (AXP) | 0.0 | $1.4M | 16k | 85.28 | |
Southern Company (SO) | 0.0 | $1.4M | 25k | 54.15 | |
Caterpillar (CAT) | 0.0 | $1.3M | 12k | 115.86 | |
Tesla Motors (TSLA) | 0.0 | $1.3M | 2.5k | 522.58 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $1.3M | 17k | 79.63 | |
O'reilly Automotive (ORLY) | 0.0 | $1.3M | 4.3k | 301.12 | |
Citigroup (C) | 0.0 | $1.3M | 30k | 42.27 | |
PNC Financial Services (PNC) | 0.0 | $1.2M | 13k | 95.79 | |
Boeing Company (BA) | 0.0 | $1.2M | 8.3k | 148.79 | |
Vanguard REIT ETF (VNQ) | 0.0 | $1.2M | 17k | 70.42 | |
Brookfield Asset Management | 0.0 | $1.2M | 27k | 44.20 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $1.1M | 10k | 109.79 | |
Becton, Dickinson and (BDX) | 0.0 | $1.1M | 4.9k | 229.82 | |
McCormick & Company, Incorporated (MKC) | 0.0 | $1.1M | 8.0k | 141.23 | |
Health Care SPDR (XLV) | 0.0 | $1.1M | 12k | 88.61 | |
iShares Lehman Aggregate Bond (AGG) | 0.0 | $1.1M | 9.3k | 115.34 | |
iShares Russell 2000 Value Index (IWN) | 0.0 | $1.1M | 13k | 82.04 | |
Ishares Inc core msci emkt (IEMG) | 0.0 | $1.0M | 26k | 40.47 | |
Altria (MO) | 0.0 | $1.0M | 27k | 38.69 | |
Netflix (NFLX) | 0.0 | $1.0M | 2.7k | 375.48 | |
Crown Castle Intl (CCI) | 0.0 | $1.0M | 7.0k | 144.93 | |
State Street Corporation (STT) | 0.0 | $1.0M | 19k | 53.68 | |
WisdomTree Pacific ex-Japan Ttl Div | 0.0 | $1.0M | 19k | 52.96 | |
Phillips 66 (PSX) | 0.0 | $980k | 18k | 53.61 | |
Enbridge (ENB) | 0.0 | $974k | 34k | 29.09 | |
Ishares High Dividend Equity F (HDV) | 0.0 | $972k | 14k | 72.16 | |
Nxp Semiconductors N V (NXPI) | 0.0 | $949k | 11k | 83.14 | |
iShares Silver Trust (SLV) | 0.0 | $937k | 72k | 13.00 | |
Vanguard Value ETF (VTV) | 0.0 | $926k | 10k | 89.02 | |
Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) | 0.0 | $922k | 10k | 89.45 | |
Dover Corporation (DOV) | 0.0 | $906k | 11k | 83.92 | |
American Water Works (AWK) | 0.0 | $903k | 7.6k | 119.56 | |
Paypal Holdings (PYPL) | 0.0 | $889k | 9.3k | 96.00 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $887k | 28k | 31.85 | |
Consolidated Edison (ED) | 0.0 | $883k | 11k | 78.02 | |
Norfolk Southern (NSC) | 0.0 | $868k | 5.9k | 146.00 | |
V.F. Corporation (VFC) | 0.0 | $839k | 16k | 53.96 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $832k | 7.5k | 110.26 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $828k | 6.7k | 123.60 | |
Marsh & McLennan Companies (MMC) | 0.0 | $823k | 9.5k | 86.48 | |
Materials SPDR (XLB) | 0.0 | $803k | 18k | 45.12 | |
Tiffany & Co. | 0.0 | $788k | 6.1k | 129.46 | |
Walgreen Boots Alliance (WBA) | 0.0 | $786k | 17k | 45.75 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $785k | 3.6k | 219.43 | |
iShares S&P 100 Index (OEF) | 0.0 | $753k | 6.4k | 118.58 | |
WisdomTree Total Dividend Fund (DTD) | 0.0 | $740k | 9.5k | 78.31 | |
Teleflex Incorporated (TFX) | 0.0 | $710k | 2.4k | 292.78 | |
American Electric Power Company (AEP) | 0.0 | $691k | 8.6k | 79.93 | |
General Mills (GIS) | 0.0 | $689k | 13k | 52.08 | |
Financial Select Sector SPDR (XLF) | 0.0 | $686k | 33k | 20.87 | |
ConocoPhillips (COP) | 0.0 | $684k | 22k | 30.89 | |
Steris Plc Ord equities (STE) | 0.0 | $681k | 4.3k | 157.89 | |
Consumer Discretionary SPDR (XLY) | 0.0 | $681k | 6.9k | 98.13 | |
CSX Corporation (CSX) | 0.0 | $672k | 12k | 58.18 | |
Kraft Heinz (KHC) | 0.0 | $657k | 27k | 24.70 | |
Waste Management (WM) | 0.0 | $654k | 7.1k | 92.73 | |
Pope Resources | 0.0 | $651k | 7.8k | 84.00 | |
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) | 0.0 | $642k | 6.4k | 100.14 | |
NVIDIA Corporation (NVDA) | 0.0 | $641k | 2.4k | 263.16 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $633k | 1.3k | 487.85 | |
PPL Corporation (PPL) | 0.0 | $629k | 26k | 24.68 | |
Paychex (PAYX) | 0.0 | $629k | 10k | 62.88 | |
Lamb Weston Hldgs (LW) | 0.0 | $627k | 11k | 57.00 | |
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 0.0 | $624k | 6.8k | 92.39 | |
Public Storage (PSA) | 0.0 | $620k | 3.1k | 200.00 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $606k | 13k | 46.45 | |
SPDR DJ International Real Estate ETF (RWX) | 0.0 | $582k | 22k | 26.76 | |
Clearfield (CLFD) | 0.0 | $578k | 49k | 11.84 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $573k | 2.4k | 238.06 | |
Air Products & Chemicals (APD) | 0.0 | $565k | 3.0k | 189.19 | |
Blackstone Mtg Tr (BXMT) | 0.0 | $559k | 30k | 18.63 | |
Servicenow (NOW) | 0.0 | $556k | 1.9k | 286.60 | |
Arthur J. Gallagher & Co. (AJG) | 0.0 | $549k | 6.7k | 81.60 | |
Appollo Global Mgmt Inc Cl A | 0.0 | $545k | 16k | 33.33 | |
Invesco Exchange Traded Fd T dynmc lrg valu (PWV) | 0.0 | $536k | 18k | 30.14 | |
Broadcom (AVGO) | 0.0 | $535k | 2.4k | 225.81 | |
Schlumberger (SLB) | 0.0 | $534k | 40k | 13.49 | |
Real Estate Select Sect Spdr (XLRE) | 0.0 | $533k | 17k | 30.99 | |
Canadian Natl Ry (CNI) | 0.0 | $533k | 6.8k | 78.32 | |
Cme (CME) | 0.0 | $532k | 3.1k | 173.01 | |
Moody's Corporation (MCO) | 0.0 | $528k | 2.5k | 210.00 | |
Yum! Brands (YUM) | 0.0 | $513k | 7.5k | 68.75 | |
Vanguard Information Technology ETF (VGT) | 0.0 | $512k | 2.4k | 212.01 | |
L3harris Technologies (LHX) | 0.0 | $507k | 2.8k | 180.30 | |
Acuity Brands (AYI) | 0.0 | $504k | 5.9k | 85.73 | |
Goldman Sachs (GS) | 0.0 | $503k | 3.3k | 154.29 | |
Dorman Products (DORM) | 0.0 | $501k | 9.1k | 55.29 | |
Vanguard Total World Stock Idx (VT) | 0.0 | $496k | 7.9k | 62.78 | |
Uber Technologies (UBER) | 0.0 | $489k | 18k | 27.94 | |
Cantel Medical | 0.0 | $483k | 14k | 35.88 | |
AmerisourceBergen (COR) | 0.0 | $478k | 5.4k | 88.50 | |
Analog Devices (ADI) | 0.0 | $472k | 5.3k | 89.63 | |
Truist Financial Corp equities (TFC) | 0.0 | $471k | 15k | 30.84 | |
Washington Trust Ban (WASH) | 0.0 | $470k | 13k | 36.57 | |
Cigna Corp (CI) | 0.0 | $466k | 2.6k | 176.33 | |
Dupont De Nemours (DD) | 0.0 | $460k | 14k | 34.15 | |
Metropcs Communications (TMUS) | 0.0 | $440k | 5.2k | 83.84 | |
Deere & Company (DE) | 0.0 | $434k | 3.2k | 137.70 | |
Boston Scientific Corporation (BSX) | 0.0 | $432k | 13k | 32.64 | |
Corning Incorporated (GLW) | 0.0 | $431k | 21k | 21.03 | |
Constellation Pharmceticls I | 0.0 | $414k | 13k | 31.43 | |
Fortive (FTV) | 0.0 | $413k | 7.5k | 55.00 | |
Varian Medical Systems | 0.0 | $408k | 4.0k | 102.59 | |
Tapestry (TPR) | 0.0 | $407k | 31k | 12.94 | |
Xcel Energy (XEL) | 0.0 | $401k | 6.7k | 60.25 | |
Pioneer Natural Resources | 0.0 | $399k | 5.8k | 69.33 | |
Dow (DOW) | 0.0 | $397k | 14k | 29.25 | |
Msci (MSCI) | 0.0 | $395k | 1.4k | 288.95 | |
Sempra Energy (SRE) | 0.0 | $387k | 3.4k | 113.05 | |
Marriott International (MAR) | 0.0 | $375k | 5.0k | 74.81 | |
Constellation Brands (STZ) | 0.0 | $372k | 2.6k | 142.86 | |
Cummins (CMI) | 0.0 | $369k | 2.7k | 135.46 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.0 | $369k | 2.8k | 133.45 | |
Golub Capital BDC (GBDC) | 0.0 | $368k | 30k | 12.50 | |
Intuit (INTU) | 0.0 | $358k | 1.5k | 230.77 | |
Verisk Analytics (VRSK) | 0.0 | $357k | 2.6k | 139.45 | |
Linde | 0.0 | $353k | 2.0k | 172.19 | |
Zimmer Holdings (ZBH) | 0.0 | $346k | 3.4k | 101.08 | |
Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $345k | 2.3k | 149.22 | |
TransDigm Group Incorporated (TDG) | 0.0 | $343k | 1.1k | 320.56 | |
iShares Barclays Agency Bond Fund (AGZ) | 0.0 | $341k | 2.8k | 120.71 | |
Edwards Lifesciences (EW) | 0.0 | $340k | 1.8k | 188.47 | |
Nordson Corporation (NDSN) | 0.0 | $338k | 2.5k | 135.20 | |
Cerner Corporation | 0.0 | $334k | 5.2k | 64.17 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $330k | 40k | 8.17 | |
Anthem (ELV) | 0.0 | $328k | 1.4k | 226.83 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $321k | 3.5k | 91.71 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $320k | 3.8k | 83.99 | |
Te Connectivity Ltd for (TEL) | 0.0 | $318k | 5.0k | 62.98 | |
Hershey Company (HSY) | 0.0 | $318k | 2.4k | 130.00 | |
Welltower Inc Com reit (WELL) | 0.0 | $317k | 6.9k | 46.02 | |
iShares S&P MidCap 400 Growth (IJK) | 0.0 | $317k | 1.8k | 178.33 | |
Energy Transfer Equity (ET) | 0.0 | $314k | 67k | 4.68 | |
Markel Corporation (MKL) | 0.0 | $312k | 335.00 | 931.03 | |
Rayonier (RYN) | 0.0 | $307k | 13k | 23.55 | |
Wright Express (WEX) | 0.0 | $304k | 2.9k | 106.06 | |
Magellan Midstream Partners | 0.0 | $303k | 8.1k | 37.30 | |
Industrial SPDR (XLI) | 0.0 | $300k | 5.1k | 59.00 | |
Expeditors International of Washington (EXPD) | 0.0 | $299k | 4.5k | 66.71 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $298k | 2.5k | 121.29 | |
CMS Energy Corporation (CMS) | 0.0 | $296k | 5.0k | 58.71 | |
Booking Holdings (BKNG) | 0.0 | $294k | 219.00 | 1344.50 | |
Solaredge Technologies (SEDG) | 0.0 | $293k | 3.5k | 82.67 | |
Kinder Morgan (KMI) | 0.0 | $290k | 21k | 13.93 | |
Vanguard European ETF (VGK) | 0.0 | $289k | 6.7k | 43.27 | |
Jefferies Finl Group (JEF) | 0.0 | $288k | 21k | 13.67 | |
PPG Industries (PPG) | 0.0 | $288k | 3.3k | 86.67 | |
Allergan | 0.0 | $287k | 1.6k | 177.32 | |
Boston Properties (BXP) | 0.0 | $282k | 3.1k | 92.22 | |
Ameren Corporation (AEE) | 0.0 | $281k | 3.9k | 72.78 | |
iShares Russell 2000 Growth Index (IWO) | 0.0 | $280k | 1.8k | 158.46 | |
Select Sector Spdr Tr Communic etfeqty (XLC) | 0.0 | $279k | 6.3k | 44.29 | |
Coca Cola European Partners (CCEP) | 0.0 | $278k | 7.4k | 37.52 | |
Hanesbrands (HBI) | 0.0 | $275k | 35k | 7.79 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.0 | $274k | 5.7k | 48.00 | |
Stericycle (SRCL) | 0.0 | $272k | 5.8k | 47.06 | |
National Instruments | 0.0 | $265k | 12k | 22.22 | |
Yum China Holdings (YUMC) | 0.0 | $263k | 6.0k | 43.75 | |
Vaneck Vectors Junior Gold Miners Etf etf (GDXJ) | 0.0 | $252k | 9.0k | 28.08 | |
Allstate Corporation (ALL) | 0.0 | $251k | 2.8k | 88.24 | |
Wabtec Corporation (WAB) | 0.0 | $247k | 5.1k | 48.39 | |
Spdr Euro Stoxx 50 Etf (FEZ) | 0.0 | $241k | 8.2k | 29.56 | |
Nucor Corporation (NUE) | 0.0 | $240k | 6.6k | 36.19 | |
Regions Financial Corporation (RF) | 0.0 | $239k | 27k | 8.93 | |
Rockwell Automation (ROK) | 0.0 | $237k | 1.5k | 162.16 | |
Gra (GGG) | 0.0 | $235k | 4.8k | 48.62 | |
First Republic Bank/san F (FRCB) | 0.0 | $233k | 2.8k | 82.19 | |
Columbia Banking System (COLB) | 0.0 | $232k | 8.6k | 26.83 | |
Estee Lauder Companies (EL) | 0.0 | $228k | 1.4k | 159.55 | |
Public Service Enterprise (PEG) | 0.0 | $227k | 5.0k | 45.03 | |
Ironwood Pharmaceuticals (IRWD) | 0.0 | $226k | 22k | 10.08 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $225k | 2.6k | 87.28 | |
Kroger (KR) | 0.0 | $225k | 7.5k | 30.06 | |
W.W. Grainger (GWW) | 0.0 | $221k | 890.00 | 248.81 | |
Main Street Capital Corporation (MAIN) | 0.0 | $219k | 11k | 20.54 | |
A. O. Smith Corporation (AOS) | 0.0 | $217k | 5.9k | 36.76 | |
FedEx Corporation (FDX) | 0.0 | $215k | 1.8k | 120.30 | |
Weyerhaeuser Company (WY) | 0.0 | $215k | 13k | 16.92 | |
Wec Energy Group (WEC) | 0.0 | $215k | 2.3k | 93.33 | |
iShares Lehman MBS Bond Fund (MBB) | 0.0 | $214k | 1.9k | 110.25 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $212k | 3.9k | 54.36 | |
John Wiley & Sons (WLY) | 0.0 | $211k | 5.6k | 37.84 | |
Cdk Global Inc equities | 0.0 | $210k | 6.3k | 33.15 | |
Sealed Air (SEE) | 0.0 | $210k | 8.5k | 24.71 | |
AutoNation (AN) | 0.0 | $209k | 7.6k | 27.50 | |
Brookfield Infrastructure Part (BIP) | 0.0 | $207k | 5.8k | 35.89 | |
Plantronics | 0.0 | $188k | 19k | 10.07 | |
Invesco Db Commodity Index Tracking Fund Invsc Trackng Etf unit (DBC) | 0.0 | $157k | 14k | 11.21 | |
CenturyLink | 0.0 | $154k | 16k | 9.47 | |
Alkermes (ALKS) | 0.0 | $153k | 11k | 14.42 | |
Aveo Pharmaceuticals | 0.0 | $150k | 41k | 3.63 | |
Apollo Investment Corp. (MFIC) | 0.0 | $141k | 21k | 6.74 | |
International Money Express (IMXI) | 0.0 | $139k | 15k | 9.16 | |
Cowen Group Inc New Cl A | 0.0 | $129k | 13k | 9.70 | |
Infinity Pharmaceuticals (INFIQ) | 0.0 | $120k | 143k | 0.84 | |
Landmark Infrastructure | 0.0 | $120k | 11k | 10.54 | |
Neptune Wellness Solutions I | 0.0 | $117k | 100k | 1.17 | |
Macrogenics (MGNX) | 0.0 | $102k | 18k | 5.81 | |
Trillium Therapeutics, Inc. Cmn | 0.0 | $57k | 14k | 4.07 | |
Alerian Mlp Etf | 0.0 | $49k | 15k | 3.33 | |
Rts/bristol-myers Squibb Compa | 0.0 | $41k | 11k | 3.78 | |
Entercom Communications | 0.0 | $31k | 18k | 1.72 | |
Southwestern Energy Company | 0.0 | $17k | 10k | 1.70 |