Financial Counselors as of June 30, 2019
Portfolio Holdings for Financial Counselors
Financial Counselors holds 525 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 2.8 | $68M | 511k | 133.96 | |
Apple (AAPL) | 2.5 | $62M | 314k | 197.92 | |
Spdr S&p 500 Etf (SPY) | 1.8 | $45M | 153k | 293.00 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $39M | 349k | 111.80 | |
Verizon Communications (VZ) | 1.5 | $37M | 640k | 57.13 | |
Merck & Co (MRK) | 1.5 | $36M | 431k | 83.85 | |
Schwab Strategic Tr cmn (SCHV) | 1.4 | $36M | 633k | 56.14 | |
Pepsi (PEP) | 1.4 | $35M | 268k | 131.13 | |
Amazon (AMZN) | 1.4 | $34M | 18k | 1893.63 | |
Vanguard S&p 500 Etf idx (VOO) | 1.3 | $32M | 118k | 269.15 | |
At&t (T) | 1.2 | $30M | 895k | 33.51 | |
Vanguard Europe Pacific ETF (VEA) | 1.2 | $29M | 689k | 41.71 | |
Union Pacific Corporation (UNP) | 1.1 | $28M | 168k | 169.11 | |
Procter & Gamble Company (PG) | 1.1 | $27M | 243k | 109.65 | |
Visa (V) | 1.0 | $25M | 146k | 173.55 | |
Vanguard Mid-Cap ETF (VO) | 1.0 | $25M | 152k | 167.16 | |
Pfizer (PFE) | 1.0 | $25M | 577k | 43.32 | |
Intel Corporation (INTC) | 1.0 | $25M | 519k | 47.87 | |
iShares Russell 1000 Growth Index (IWF) | 1.0 | $25M | 158k | 157.34 | |
Walt Disney Company (DIS) | 1.0 | $24M | 168k | 139.64 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.9 | $24M | 66k | 354.58 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.9 | $23M | 273k | 83.21 | |
McDonald's Corporation (MCD) | 0.9 | $22M | 107k | 207.66 | |
Cisco Systems (CSCO) | 0.9 | $22M | 400k | 54.73 | |
Vanguard Total Stock Market ETF (VTI) | 0.9 | $21M | 141k | 150.09 | |
Caterpillar (CAT) | 0.8 | $20M | 147k | 136.29 | |
Alphabet Inc Class C cs (GOOG) | 0.8 | $20M | 18k | 1080.92 | |
UnitedHealth (UNH) | 0.8 | $20M | 81k | 244.01 | |
Wal-Mart Stores (WMT) | 0.8 | $20M | 177k | 110.49 | |
Johnson & Johnson (JNJ) | 0.8 | $20M | 140k | 139.28 | |
Chevron Corporation (CVX) | 0.8 | $19M | 155k | 124.44 | |
Chubb (CB) | 0.8 | $19M | 131k | 147.29 | |
Exxon Mobil Corporation (XOM) | 0.8 | $19M | 248k | 76.63 | |
Berkshire Hathaway (BRK.B) | 0.7 | $18M | 85k | 213.17 | |
Home Depot (HD) | 0.7 | $18M | 87k | 207.97 | |
Digital Realty Trust (DLR) | 0.7 | $18M | 155k | 117.79 | |
Novartis (NVS) | 0.7 | $18M | 199k | 91.31 | |
Amgen (AMGN) | 0.7 | $18M | 99k | 184.28 | |
Abbvie (ABBV) | 0.7 | $18M | 247k | 72.72 | |
Thermo Fisher Scientific (TMO) | 0.7 | $18M | 61k | 293.68 | |
Dominion Resources (D) | 0.7 | $17M | 225k | 77.32 | |
SPDR S&P Dividend (SDY) | 0.7 | $18M | 174k | 100.88 | |
Williams Companies (WMB) | 0.7 | $17M | 593k | 28.04 | |
Costco Wholesale Corporation (COST) | 0.7 | $17M | 63k | 264.25 | |
Royal Dutch Shell | 0.7 | $16M | 250k | 65.74 | |
Enbridge (ENB) | 0.7 | $16M | 446k | 36.08 | |
Alphabet Inc Class A cs (GOOGL) | 0.6 | $16M | 15k | 1082.81 | |
Danaher Corporation (DHR) | 0.6 | $16M | 108k | 142.92 | |
Ameriprise Financial (AMP) | 0.6 | $15M | 105k | 145.16 | |
iShares Russell 1000 Value Index (IWD) | 0.6 | $15M | 121k | 127.22 | |
Philip Morris International (PM) | 0.6 | $15M | 190k | 78.53 | |
Ecolab (ECL) | 0.6 | $14M | 71k | 197.45 | |
Raytheon Company | 0.5 | $13M | 76k | 173.88 | |
Target Corporation (TGT) | 0.5 | $13M | 151k | 86.61 | |
Crown Castle Intl (CCI) | 0.5 | $13M | 99k | 130.35 | |
Schlumberger (SLB) | 0.5 | $13M | 314k | 39.74 | |
PNC Financial Services (PNC) | 0.5 | $12M | 90k | 137.28 | |
Coca-Cola Company (KO) | 0.5 | $12M | 242k | 50.92 | |
Emerson Electric (EMR) | 0.5 | $12M | 185k | 66.72 | |
ConocoPhillips (COP) | 0.5 | $12M | 200k | 61.00 | |
General Mills (GIS) | 0.5 | $12M | 233k | 52.52 | |
GlaxoSmithKline | 0.5 | $12M | 308k | 40.02 | |
Facebook Inc cl a (META) | 0.5 | $12M | 62k | 193.00 | |
Duke Energy (DUK) | 0.5 | $12M | 136k | 88.24 | |
Qualcomm (QCOM) | 0.5 | $12M | 156k | 76.07 | |
Fortive (FTV) | 0.5 | $12M | 143k | 81.52 | |
Broadcom (AVGO) | 0.5 | $12M | 41k | 287.87 | |
Kimberly-Clark Corporation (KMB) | 0.5 | $11M | 82k | 133.27 | |
International Paper Company (IP) | 0.5 | $11M | 257k | 43.32 | |
Commerce Bancshares (CBSH) | 0.5 | $11M | 188k | 59.66 | |
3M Company (MMM) | 0.4 | $11M | 63k | 173.34 | |
Eaton (ETN) | 0.4 | $11M | 129k | 83.28 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.4 | $11M | 168k | 62.85 | |
International Business Machines (IBM) | 0.4 | $11M | 77k | 137.90 | |
Medtronic (MDT) | 0.4 | $11M | 109k | 97.39 | |
Waste Management (WM) | 0.4 | $10M | 90k | 115.37 | |
Boeing Company (BA) | 0.4 | $10M | 29k | 364.00 | |
Dow (DOW) | 0.4 | $10M | 210k | 49.31 | |
U.S. Bancorp (USB) | 0.4 | $10M | 190k | 52.40 | |
Lockheed Martin Corporation (LMT) | 0.4 | $10M | 28k | 363.52 | |
salesforce (CRM) | 0.4 | $10M | 67k | 151.74 | |
Northrop Grumman Corporation (NOC) | 0.4 | $9.9M | 31k | 323.12 | |
Koninklijke Philips Electronics NV (PHG) | 0.4 | $9.8M | 225k | 43.58 | |
Vanguard Emerging Markets ETF (VWO) | 0.4 | $9.8M | 230k | 42.53 | |
Te Connectivity Ltd for (TEL) | 0.4 | $9.7M | 102k | 95.78 | |
Adobe Systems Incorporated (ADBE) | 0.4 | $9.6M | 33k | 294.64 | |
Starbucks Corporation (SBUX) | 0.4 | $9.6M | 115k | 83.83 | |
ConAgra Foods (CAG) | 0.4 | $9.6M | 361k | 26.52 | |
Key (KEY) | 0.4 | $9.7M | 547k | 17.75 | |
BP (BP) | 0.4 | $9.4M | 226k | 41.70 | |
Prudential Financial (PRU) | 0.4 | $9.3M | 92k | 101.00 | |
iShares S&P SmallCap 600 Index (IJR) | 0.4 | $9.3M | 119k | 78.28 | |
CBS Corporation | 0.4 | $9.0M | 181k | 49.90 | |
Sonoco Products Company (SON) | 0.4 | $9.2M | 140k | 65.34 | |
Baxter International (BAX) | 0.4 | $9.0M | 110k | 81.90 | |
Nic | 0.3 | $8.6M | 535k | 16.04 | |
American Tower Reit (AMT) | 0.3 | $8.7M | 42k | 204.44 | |
Hess (HES) | 0.3 | $8.3M | 130k | 63.57 | |
iShares MSCI EAFE Index Fund (EFA) | 0.3 | $8.3M | 127k | 65.73 | |
Southern Company (SO) | 0.3 | $8.3M | 150k | 55.28 | |
Technology SPDR (XLK) | 0.3 | $8.4M | 108k | 78.04 | |
Dupont De Nemours (DD) | 0.3 | $8.3M | 110k | 75.07 | |
Travelers Companies (TRV) | 0.3 | $8.0M | 54k | 149.53 | |
Hasbro (HAS) | 0.3 | $7.9M | 74k | 105.68 | |
Entergy Corporation (ETR) | 0.3 | $7.9M | 77k | 102.93 | |
Hormel Foods Corporation (HRL) | 0.3 | $7.8M | 193k | 40.54 | |
General Electric Company | 0.3 | $7.5M | 717k | 10.50 | |
Carnival Corporation (CCL) | 0.3 | $7.5M | 161k | 46.55 | |
Leggett & Platt (LEG) | 0.3 | $7.6M | 199k | 38.37 | |
Heartland Financial USA (HTLF) | 0.3 | $7.6M | 170k | 44.73 | |
Ishares Inc core msci emkt (IEMG) | 0.3 | $7.7M | 150k | 51.44 | |
Corning Incorporated (GLW) | 0.3 | $7.4M | 224k | 33.23 | |
Eli Lilly & Co. (LLY) | 0.3 | $7.3M | 66k | 110.79 | |
Walgreen Boots Alliance (WBA) | 0.3 | $7.4M | 135k | 54.67 | |
Booking Holdings (BKNG) | 0.3 | $7.4M | 4.0k | 1874.65 | |
Avery Dennison Corporation (AVY) | 0.3 | $7.1M | 62k | 115.68 | |
Tc Energy Corp (TRP) | 0.3 | $7.1M | 143k | 49.52 | |
Bristol Myers Squibb (BMY) | 0.3 | $6.9M | 151k | 45.35 | |
Regions Financial Corporation (RF) | 0.3 | $6.9M | 462k | 14.94 | |
Deere & Company (DE) | 0.3 | $6.9M | 42k | 165.71 | |
H&R Block (HRB) | 0.3 | $6.7M | 229k | 29.30 | |
United Technologies Corporation | 0.3 | $6.6M | 51k | 130.19 | |
Dentsply Sirona (XRAY) | 0.3 | $6.7M | 114k | 58.36 | |
CSX Corporation (CSX) | 0.3 | $6.3M | 81k | 77.38 | |
Invesco (IVZ) | 0.3 | $6.4M | 314k | 20.46 | |
Vanguard Small-Cap Value ETF (VBR) | 0.3 | $6.4M | 49k | 130.54 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 0.3 | $6.3M | 104k | 60.68 | |
United Parcel Service (UPS) | 0.2 | $6.2M | 60k | 103.27 | |
Paychex (PAYX) | 0.2 | $6.1M | 74k | 82.29 | |
iShares S&P 500 Index (IVV) | 0.2 | $6.1M | 21k | 294.74 | |
Cerner Corporation | 0.2 | $5.9M | 80k | 73.30 | |
Netflix (NFLX) | 0.2 | $5.6M | 15k | 367.32 | |
Newmont Mining Corporation (NEM) | 0.2 | $5.3M | 138k | 38.47 | |
Casey's General Stores (CASY) | 0.2 | $5.5M | 35k | 155.99 | |
Applied Materials (AMAT) | 0.2 | $5.3M | 119k | 44.91 | |
WisdomTree MidCap Dividend Fund (DON) | 0.2 | $5.4M | 148k | 36.20 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.2 | $5.5M | 89k | 61.40 | |
Paypal Holdings (PYPL) | 0.2 | $5.3M | 46k | 114.46 | |
Cintas Corporation (CTAS) | 0.2 | $5.3M | 22k | 237.28 | |
British American Tobac (BTI) | 0.2 | $5.2M | 150k | 34.87 | |
V.F. Corporation (VFC) | 0.2 | $4.8M | 55k | 87.35 | |
Stryker Corporation (SYK) | 0.2 | $5.0M | 25k | 205.59 | |
Evergy (EVRG) | 0.2 | $4.9M | 81k | 60.15 | |
Black Hills Corporation (BKH) | 0.2 | $4.8M | 61k | 78.17 | |
Vanguard Growth ETF (VUG) | 0.2 | $4.6M | 28k | 163.37 | |
Huntington Bancshares Incorporated (HBAN) | 0.2 | $4.4M | 316k | 13.82 | |
Berkshire Hathaway (BRK.A) | 0.2 | $4.5M | 14.00 | 318357.14 | |
Eaton Vance | 0.2 | $4.4M | 102k | 43.13 | |
Worthington Industries (WOR) | 0.2 | $4.4M | 108k | 40.26 | |
Abbott Laboratories (ABT) | 0.2 | $4.2M | 49k | 84.11 | |
Hillenbrand (HI) | 0.2 | $4.2M | 107k | 39.57 | |
Financial Select Sector SPDR (XLF) | 0.2 | $4.1M | 148k | 27.60 | |
Compass Minerals International (CMP) | 0.2 | $3.8M | 70k | 54.95 | |
NVIDIA Corporation (NVDA) | 0.2 | $4.0M | 24k | 164.22 | |
Ford Motor Company (F) | 0.2 | $4.0M | 391k | 10.23 | |
Rlj Lodging Trust (RLJ) | 0.2 | $3.9M | 218k | 17.74 | |
Progressive Corporation (PGR) | 0.1 | $3.4M | 43k | 79.93 | |
Health Care SPDR (XLV) | 0.1 | $3.5M | 38k | 92.63 | |
Halliburton Company (HAL) | 0.1 | $3.4M | 150k | 22.74 | |
Amer (UHAL) | 0.1 | $3.3M | 8.8k | 378.53 | |
California Water Service (CWT) | 0.1 | $3.3M | 66k | 50.62 | |
Consumer Discretionary SPDR (XLY) | 0.1 | $3.3M | 28k | 119.20 | |
Fox Corp (FOXA) | 0.1 | $3.4M | 94k | 36.64 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $3.3M | 76k | 42.91 | |
Bank of America Corporation (BAC) | 0.1 | $3.1M | 107k | 29.00 | |
FirstEnergy (FE) | 0.1 | $3.1M | 72k | 42.81 | |
Campbell Soup Company (CPB) | 0.1 | $3.2M | 79k | 40.06 | |
Exelon Corporation (EXC) | 0.1 | $3.3M | 69k | 47.94 | |
Industrial SPDR (XLI) | 0.1 | $3.1M | 41k | 77.43 | |
Under Armour (UAA) | 0.1 | $3.3M | 128k | 25.35 | |
Church & Dwight (CHD) | 0.1 | $3.3M | 45k | 73.06 | |
UMB Financial Corporation (UMBF) | 0.1 | $3.3M | 50k | 65.83 | |
iShares Russell 2000 Value Index (IWN) | 0.1 | $3.1M | 26k | 120.50 | |
WisdomTree SmallCap Dividend Fund (DES) | 0.1 | $3.1M | 114k | 27.11 | |
Alibaba Group Holding (BABA) | 0.1 | $3.2M | 19k | 169.45 | |
Kraft Heinz (KHC) | 0.1 | $3.3M | 105k | 31.04 | |
Iqvia Holdings (IQV) | 0.1 | $3.1M | 19k | 160.90 | |
Corteva (CTVA) | 0.1 | $3.2M | 109k | 29.57 | |
LKQ Corporation (LKQ) | 0.1 | $3.0M | 112k | 26.61 | |
Sherwin-Williams Company (SHW) | 0.1 | $2.9M | 6.3k | 458.33 | |
Darden Restaurants (DRI) | 0.1 | $3.0M | 25k | 121.73 | |
iShares Russell 2000 Index (IWM) | 0.1 | $3.0M | 20k | 155.48 | |
SPDR DJ Wilshire Small Cap | 0.1 | $3.0M | 45k | 67.63 | |
Zoetis Inc Cl A (ZTS) | 0.1 | $3.0M | 26k | 113.50 | |
Genuine Parts Company (GPC) | 0.1 | $2.7M | 26k | 103.57 | |
CVS Caremark Corporation (CVS) | 0.1 | $2.7M | 49k | 54.49 | |
Goodyear Tire & Rubber Company (GT) | 0.1 | $2.7M | 179k | 15.30 | |
Honeywell International (HON) | 0.1 | $2.8M | 16k | 174.59 | |
Nike (NKE) | 0.1 | $2.7M | 32k | 83.96 | |
Constellation Brands (STZ) | 0.1 | $2.8M | 14k | 196.96 | |
Estee Lauder Companies (EL) | 0.1 | $2.8M | 15k | 183.11 | |
Intuit (INTU) | 0.1 | $2.7M | 10k | 261.35 | |
Lululemon Athletica (LULU) | 0.1 | $2.7M | 15k | 180.21 | |
O'reilly Automotive (ORLY) | 0.1 | $2.8M | 7.5k | 369.31 | |
Mondelez Int (MDLZ) | 0.1 | $2.6M | 48k | 53.91 | |
Intercontinental Exchange (ICE) | 0.1 | $2.7M | 31k | 85.94 | |
Affiliated Managers (AMG) | 0.1 | $2.4M | 27k | 92.13 | |
Edwards Lifesciences (EW) | 0.1 | $2.4M | 13k | 184.78 | |
Chipotle Mexican Grill (CMG) | 0.1 | $2.4M | 3.3k | 732.89 | |
Alcon (ALC) | 0.1 | $2.6M | 41k | 62.06 | |
Allstate Corporation (ALL) | 0.1 | $2.2M | 21k | 101.71 | |
TJX Companies (TJX) | 0.1 | $2.2M | 42k | 52.88 | |
Vail Resorts (MTN) | 0.1 | $2.2M | 10k | 223.15 | |
Enterprise Financial Services (EFSC) | 0.1 | $2.1M | 51k | 41.60 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $2.3M | 12k | 194.28 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $2.3M | 15k | 156.69 | |
Kkr & Co (KKR) | 0.1 | $2.2M | 88k | 25.26 | |
Ameren Corporation (AEE) | 0.1 | $2.0M | 26k | 75.09 | |
United Rentals (URI) | 0.1 | $2.0M | 15k | 132.66 | |
Intuitive Surgical (ISRG) | 0.1 | $1.9M | 3.6k | 524.45 | |
Oracle Corporation (ORCL) | 0.1 | $1.9M | 34k | 56.97 | |
Amphenol Corporation (APH) | 0.1 | $1.9M | 20k | 95.94 | |
Energy Select Sector SPDR (XLE) | 0.1 | $1.9M | 29k | 63.72 | |
Middleby Corporation (MIDD) | 0.1 | $1.9M | 14k | 135.70 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $2.1M | 35k | 58.07 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.1 | $2.0M | 35k | 57.39 | |
iShares Russell 3000 Growth Index (IUSG) | 0.1 | $1.9M | 31k | 62.66 | |
Servicenow (NOW) | 0.1 | $1.9M | 7.0k | 274.56 | |
Vodafone Group New Adr F (VOD) | 0.1 | $1.9M | 114k | 16.33 | |
Canadian Natl Ry (CNI) | 0.1 | $1.8M | 20k | 92.50 | |
Altria (MO) | 0.1 | $1.7M | 35k | 47.34 | |
Weyerhaeuser Company (WY) | 0.1 | $1.8M | 67k | 26.35 | |
Illinois Tool Works (ITW) | 0.1 | $1.8M | 12k | 150.78 | |
Clorox Company (CLX) | 0.1 | $1.7M | 11k | 153.10 | |
Hershey Company (HSY) | 0.1 | $1.6M | 12k | 134.00 | |
Align Technology (ALGN) | 0.1 | $1.7M | 6.1k | 273.67 | |
Unilever (UL) | 0.1 | $1.8M | 28k | 61.96 | |
Kansas City Southern | 0.1 | $1.8M | 14k | 121.82 | |
iShares Russell 2000 Growth Index (IWO) | 0.1 | $1.6M | 8.0k | 200.85 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $1.6M | 16k | 99.57 | |
WisdomTree Emerging Markets Eq (DEM) | 0.1 | $1.7M | 38k | 44.67 | |
Phillips 66 (PSX) | 0.1 | $1.8M | 19k | 93.55 | |
Comcast Corporation (CMCSA) | 0.1 | $1.6M | 38k | 42.27 | |
MasterCard Incorporated (MA) | 0.1 | $1.5M | 5.6k | 264.54 | |
Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.4M | 16k | 87.62 | |
Federal Signal Corporation (FSS) | 0.1 | $1.4M | 53k | 26.76 | |
Colgate-Palmolive Company (CL) | 0.1 | $1.5M | 20k | 71.65 | |
Lowe's Companies (LOW) | 0.1 | $1.6M | 16k | 100.88 | |
Roper Industries (ROP) | 0.1 | $1.5M | 4.2k | 366.18 | |
STMicroelectronics (STM) | 0.1 | $1.5M | 83k | 17.62 | |
Acuity Brands (AYI) | 0.1 | $1.4M | 10k | 137.94 | |
Cognex Corporation (CGNX) | 0.1 | $1.5M | 32k | 47.99 | |
Old Dominion Freight Line (ODFL) | 0.1 | $1.6M | 11k | 149.24 | |
Materials SPDR (XLB) | 0.1 | $1.4M | 24k | 58.51 | |
Vanguard High Dividend Yield ETF (VYM) | 0.1 | $1.4M | 16k | 87.36 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.1 | $1.5M | 49k | 30.72 | |
iShares Dow Jones US Technology (IYW) | 0.1 | $1.4M | 7.3k | 197.95 | |
Palo Alto Networks (PANW) | 0.1 | $1.6M | 7.8k | 203.73 | |
Diamondback Energy (FANG) | 0.1 | $1.5M | 14k | 108.94 | |
Mylan Nv | 0.1 | $1.4M | 71k | 19.03 | |
Lamb Weston Hldgs (LW) | 0.1 | $1.6M | 25k | 63.35 | |
Cme (CME) | 0.1 | $1.2M | 6.3k | 194.12 | |
Teva Pharmaceutical Industries (TEVA) | 0.1 | $1.3M | 145k | 9.23 | |
Automatic Data Processing (ADP) | 0.1 | $1.2M | 7.0k | 165.38 | |
Xilinx | 0.1 | $1.2M | 10k | 117.91 | |
Yum! Brands (YUM) | 0.1 | $1.2M | 11k | 110.71 | |
Papa John's Int'l (PZZA) | 0.1 | $1.1M | 25k | 44.71 | |
Rogers Communications -cl B (RCI) | 0.1 | $1.3M | 24k | 53.54 | |
Southwest Airlines (LUV) | 0.1 | $1.1M | 22k | 50.80 | |
iShares S&P 500 Growth Index (IVW) | 0.1 | $1.2M | 6.7k | 179.24 | |
iShares S&P MidCap 400 Growth (IJK) | 0.1 | $1.1M | 5.0k | 226.34 | |
Utilities SPDR (XLU) | 0.1 | $1.3M | 21k | 59.61 | |
Vanguard Value ETF (VTV) | 0.1 | $1.2M | 11k | 110.88 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $1.2M | 11k | 115.14 | |
SPDR MSCI ACWI ex-US (CWI) | 0.1 | $1.2M | 33k | 36.67 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $1.2M | 11k | 111.37 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $1.3M | 18k | 70.17 | |
BlackRock (BLK) | 0.0 | $991k | 2.1k | 469.45 | |
Norfolk Southern (NSC) | 0.0 | $945k | 4.7k | 199.24 | |
Nextera Energy (NEE) | 0.0 | $1.1M | 5.2k | 204.88 | |
Encana Corp | 0.0 | $1.1M | 211k | 5.13 | |
Zimmer Holdings (ZBH) | 0.0 | $1.1M | 9.2k | 117.70 | |
Enterprise Products Partners (EPD) | 0.0 | $940k | 33k | 28.87 | |
iShares Russell 1000 Index (IWB) | 0.0 | $965k | 5.9k | 162.73 | |
Bank Of Montreal Cadcom (BMO) | 0.0 | $983k | 13k | 75.46 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $1.0M | 7.1k | 142.53 | |
Vanguard Information Technology ETF (VGT) | 0.0 | $900k | 4.3k | 210.82 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $869k | 8.3k | 105.28 | |
Square Inc cl a (SQ) | 0.0 | $1.0M | 14k | 72.53 | |
Hostess Brands | 0.0 | $1.1M | 76k | 14.44 | |
Linde | 0.0 | $874k | 4.4k | 200.73 | |
Thomson Reuters Corp | 0.0 | $931k | 14k | 64.46 | |
Taiwan Semiconductor Mfg (TSM) | 0.0 | $835k | 21k | 39.16 | |
TD Ameritrade Holding | 0.0 | $688k | 14k | 49.93 | |
American Express Company (AXP) | 0.0 | $838k | 6.8k | 123.51 | |
FedEx Corporation (FDX) | 0.0 | $837k | 5.1k | 164.25 | |
Lincoln Electric Holdings (LECO) | 0.0 | $686k | 8.3k | 82.30 | |
Snap-on Incorporated (SNA) | 0.0 | $815k | 4.9k | 165.55 | |
SYSCO Corporation (SYY) | 0.0 | $637k | 9.0k | 70.72 | |
Wells Fargo & Company (WFC) | 0.0 | $767k | 16k | 47.30 | |
Briggs & Stratton Corporation | 0.0 | $731k | 71k | 10.23 | |
Newell Rubbermaid (NWL) | 0.0 | $622k | 40k | 15.42 | |
Becton, Dickinson and (BDX) | 0.0 | $719k | 2.9k | 251.93 | |
Royal Dutch Shell | 0.0 | $835k | 13k | 65.09 | |
Texas Instruments Incorporated (TXN) | 0.0 | $643k | 5.6k | 114.74 | |
Jacobs Engineering | 0.0 | $632k | 7.5k | 84.41 | |
Accenture (ACN) | 0.0 | $765k | 4.1k | 184.87 | |
Deluxe Corporation (DLX) | 0.0 | $798k | 20k | 40.67 | |
Marathon Oil Corporation (MRO) | 0.0 | $796k | 56k | 14.21 | |
Jack Henry & Associates (JKHY) | 0.0 | $692k | 5.2k | 133.88 | |
1st Source Corporation (SRCE) | 0.0 | $828k | 18k | 46.42 | |
Magellan Midstream Partners | 0.0 | $692k | 11k | 63.97 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $774k | 6.6k | 116.64 | |
iShares Russell Midcap Value Index (IWS) | 0.0 | $741k | 8.3k | 89.08 | |
iShares S&P 1500 Index Fund (ITOT) | 0.0 | $754k | 11k | 66.64 | |
Aegion | 0.0 | $673k | 37k | 18.40 | |
Workday Inc cl a (WDAY) | 0.0 | $756k | 3.7k | 205.49 | |
Icon (ICLR) | 0.0 | $856k | 5.6k | 154.04 | |
Welltower Inc Com reit (WELL) | 0.0 | $676k | 8.3k | 81.54 | |
Johnson Controls International Plc equity (JCI) | 0.0 | $797k | 19k | 41.30 | |
Spotify Technology Sa (SPOT) | 0.0 | $809k | 5.5k | 146.13 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $671k | 3.6k | 186.80 | |
Uber Technologies (UBER) | 0.0 | $646k | 14k | 46.35 | |
CMS Energy Corporation (CMS) | 0.0 | $446k | 7.7k | 57.96 | |
Cnooc | 0.0 | $420k | 2.5k | 170.18 | |
Aercap Holdings Nv Ord Cmn (AER) | 0.0 | $559k | 11k | 52.00 | |
Fidelity National Information Services (FIS) | 0.0 | $510k | 4.2k | 122.60 | |
Equifax (EFX) | 0.0 | $523k | 3.9k | 135.32 | |
Devon Energy Corporation (DVN) | 0.0 | $597k | 21k | 28.50 | |
Kohl's Corporation (KSS) | 0.0 | $507k | 11k | 47.55 | |
Boston Scientific Corporation (BSX) | 0.0 | $467k | 11k | 43.01 | |
Cabot Corporation (CBT) | 0.0 | $558k | 12k | 47.72 | |
Hanesbrands (HBI) | 0.0 | $373k | 22k | 17.20 | |
Valero Energy Corporation (VLO) | 0.0 | $402k | 4.7k | 85.55 | |
Kroger (KR) | 0.0 | $550k | 25k | 21.69 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $419k | 8.3k | 50.32 | |
Rio Tinto (RIO) | 0.0 | $465k | 7.5k | 62.40 | |
American Electric Power Company (AEP) | 0.0 | $427k | 4.8k | 88.10 | |
Total (TTE) | 0.0 | $550k | 9.9k | 55.80 | |
Gilead Sciences (GILD) | 0.0 | $560k | 8.3k | 67.57 | |
Murphy Oil Corporation (MUR) | 0.0 | $542k | 22k | 24.65 | |
EOG Resources (EOG) | 0.0 | $390k | 4.2k | 93.28 | |
Omni (OMC) | 0.0 | $472k | 5.8k | 81.92 | |
Fiserv (FI) | 0.0 | $425k | 4.7k | 91.22 | |
HDFC Bank (HDB) | 0.0 | $501k | 3.9k | 129.96 | |
Highwoods Properties (HIW) | 0.0 | $594k | 14k | 41.29 | |
CPFL Energia | 0.0 | $382k | 25k | 15.62 | |
Oge Energy Corp (OGE) | 0.0 | $553k | 13k | 42.54 | |
Celgene Corporation | 0.0 | $372k | 4.0k | 92.33 | |
Lawson Products (DSGR) | 0.0 | $603k | 16k | 36.72 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $595k | 11k | 55.87 | |
iShares Russell 3000 Index (IWV) | 0.0 | $608k | 3.5k | 172.38 | |
Oneok (OKE) | 0.0 | $376k | 5.5k | 68.75 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $401k | 1.5k | 265.92 | |
Garmin (GRMN) | 0.0 | $520k | 6.5k | 79.84 | |
iShares Dow Jones US Tele (IYZ) | 0.0 | $477k | 16k | 29.42 | |
iShares S&P GSCI Commodity-Indexed (GSG) | 0.0 | $515k | 33k | 15.64 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $556k | 11k | 51.02 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $408k | 8.6k | 47.26 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $555k | 3.0k | 182.33 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $496k | 2.7k | 186.26 | |
Takeda Pharmaceutical (TAK) | 0.0 | $538k | 30k | 17.71 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $590k | 3.7k | 159.42 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.0 | $445k | 9.5k | 46.75 | |
Tortoise Energy Infrastructure | 0.0 | $574k | 26k | 22.55 | |
WisdomTree LargeCap Dividend Fund (DLN) | 0.0 | $387k | 4.0k | 96.80 | |
Schwab U S Small Cap ETF (SCHA) | 0.0 | $450k | 6.3k | 71.55 | |
Kinder Morgan (KMI) | 0.0 | $459k | 22k | 20.90 | |
Kemper Corp Del (KMPR) | 0.0 | $382k | 4.4k | 86.23 | |
Mplx (MPLX) | 0.0 | $549k | 17k | 32.19 | |
Cdw (CDW) | 0.0 | $490k | 4.4k | 110.99 | |
Dbx Etf Tr ex us hdg eqty (DBAW) | 0.0 | $446k | 16k | 27.38 | |
Fnf (FNF) | 0.0 | $404k | 10k | 40.32 | |
Ihs Markit | 0.0 | $397k | 6.2k | 63.67 | |
Arconic | 0.0 | $538k | 21k | 25.81 | |
Delphi Automotive Inc international (APTV) | 0.0 | $370k | 4.6k | 80.77 | |
Melco Crown Entertainment (MLCO) | 0.0 | $276k | 13k | 21.73 | |
Mobile TeleSystems OJSC | 0.0 | $244k | 26k | 9.30 | |
Infosys Technologies (INFY) | 0.0 | $252k | 24k | 10.71 | |
Goldman Sachs (GS) | 0.0 | $207k | 1.0k | 204.55 | |
State Street Corporation (STT) | 0.0 | $251k | 4.5k | 56.05 | |
First Financial Ban (FFBC) | 0.0 | $323k | 13k | 24.23 | |
Republic Services (RSG) | 0.0 | $254k | 2.9k | 86.54 | |
Archer Daniels Midland Company (ADM) | 0.0 | $369k | 9.0k | 40.79 | |
Martin Marietta Materials (MLM) | 0.0 | $240k | 1.0k | 229.67 | |
Consolidated Edison (ED) | 0.0 | $322k | 3.7k | 87.62 | |
Autodesk (ADSK) | 0.0 | $277k | 1.7k | 162.94 | |
Diebold Incorporated | 0.0 | $308k | 34k | 9.16 | |
Microchip Technology (MCHP) | 0.0 | $267k | 3.1k | 86.69 | |
PPG Industries (PPG) | 0.0 | $205k | 1.8k | 116.81 | |
Global Payments (GPN) | 0.0 | $240k | 1.5k | 160.32 | |
AFLAC Incorporated (AFL) | 0.0 | $277k | 5.1k | 54.75 | |
Ross Stores (ROST) | 0.0 | $314k | 3.2k | 99.18 | |
Morgan Stanley (MS) | 0.0 | $264k | 6.0k | 43.80 | |
Waddell & Reed Financial | 0.0 | $317k | 19k | 16.68 | |
AmerisourceBergen (COR) | 0.0 | $341k | 4.0k | 85.29 | |
Tyson Foods (TSN) | 0.0 | $369k | 4.6k | 80.69 | |
Haemonetics Corporation (HAE) | 0.0 | $222k | 1.8k | 120.33 | |
Cadence Design Systems (CDNS) | 0.0 | $212k | 3.0k | 70.67 | |
Helmerich & Payne (HP) | 0.0 | $286k | 5.6k | 50.64 | |
Air Products & Chemicals (APD) | 0.0 | $223k | 983.00 | 226.86 | |
McKesson Corporation (MCK) | 0.0 | $327k | 2.4k | 134.35 | |
Marsh & McLennan Companies (MMC) | 0.0 | $254k | 2.5k | 99.80 | |
Alleghany Corporation | 0.0 | $288k | 423.00 | 680.85 | |
Mitsubishi UFJ Financial (MUFG) | 0.0 | $140k | 29k | 4.77 | |
General Dynamics Corporation (GD) | 0.0 | $353k | 1.9k | 181.77 | |
Novo Nordisk A/S (NVO) | 0.0 | $251k | 4.9k | 50.97 | |
Brookfield Infrastructure Part (BIP) | 0.0 | $267k | 6.2k | 42.91 | |
Kellogg Company (K) | 0.0 | $303k | 5.7k | 53.53 | |
Old Republic International Corporation (ORI) | 0.0 | $339k | 15k | 22.41 | |
Patterson-UTI Energy (PTEN) | 0.0 | $235k | 21k | 11.49 | |
Public Service Enterprise (PEG) | 0.0 | $271k | 4.6k | 58.73 | |
Sempra Energy (SRE) | 0.0 | $320k | 2.3k | 137.63 | |
Magna Intl Inc cl a (MGA) | 0.0 | $288k | 5.8k | 49.68 | |
Fastenal Company (FAST) | 0.0 | $222k | 6.8k | 32.58 | |
J.M. Smucker Company (SJM) | 0.0 | $302k | 2.6k | 115.14 | |
Aaron's | 0.0 | $212k | 3.5k | 61.29 | |
Trex Company (TREX) | 0.0 | $219k | 3.1k | 71.57 | |
Cedar Fair | 0.0 | $235k | 4.9k | 47.78 | |
Kimball International | 0.0 | $331k | 19k | 17.42 | |
Fair Isaac Corporation (FICO) | 0.0 | $218k | 694.00 | 314.12 | |
Ventas (VTR) | 0.0 | $336k | 4.9k | 68.42 | |
New Oriental Education & Tech | 0.0 | $349k | 3.6k | 96.62 | |
NetEase (NTES) | 0.0 | $234k | 916.00 | 255.46 | |
WNS | 0.0 | $360k | 6.1k | 59.12 | |
Eni S.p.A. (E) | 0.0 | $360k | 11k | 33.00 | |
Jones Lang LaSalle Incorporated (JLL) | 0.0 | $219k | 1.6k | 140.66 | |
Sun Life Financial (SLF) | 0.0 | $254k | 6.1k | 41.35 | |
Ares Capital Corporation (ARCC) | 0.0 | $183k | 10k | 17.90 | |
Banco Santander-Chile (BSAC) | 0.0 | $285k | 9.5k | 29.92 | |
Medicines Company | 0.0 | $222k | 6.1k | 36.45 | |
Bio-Rad Laboratories (BIO) | 0.0 | $304k | 974.00 | 312.11 | |
Euronet Worldwide (EEFT) | 0.0 | $262k | 1.6k | 168.16 | |
Energy Transfer Equity (ET) | 0.0 | $181k | 13k | 14.04 | |
Ingersoll-rand Co Ltd-cl A | 0.0 | $342k | 2.7k | 126.53 | |
Banco Itau Holding Financeira (ITUB) | 0.0 | $242k | 26k | 9.43 | |
MetLife (MET) | 0.0 | $257k | 5.2k | 49.70 | |
Plains All American Pipeline (PAA) | 0.0 | $326k | 13k | 24.36 | |
Teledyne Technologies Incorporated (TDY) | 0.0 | $271k | 988.00 | 274.29 | |
CRH | 0.0 | $240k | 7.3k | 32.77 | |
ING Groep (ING) | 0.0 | $214k | 19k | 11.57 | |
Carnival (CUK) | 0.0 | $235k | 5.2k | 45.36 | |
Integra LifeSciences Holdings (IART) | 0.0 | $244k | 4.4k | 55.96 | |
ORIX Corporation (IX) | 0.0 | $304k | 4.1k | 74.88 | |
Nice Systems (NICE) | 0.0 | $230k | 1.7k | 136.90 | |
Realty Income (O) | 0.0 | $308k | 4.5k | 68.90 | |
TransDigm Group Incorporated (TDG) | 0.0 | $293k | 605.00 | 484.30 | |
Monmouth R.E. Inv | 0.0 | $175k | 13k | 13.57 | |
Hercules Technology Growth Capital (HTGC) | 0.0 | $168k | 13k | 12.81 | |
Apollo Commercial Real Est. Finance (ARI) | 0.0 | $202k | 11k | 18.35 | |
HEICO Corporation (HEI.A) | 0.0 | $364k | 3.5k | 103.50 | |
ProShares Ultra S&P500 (SSO) | 0.0 | $333k | 2.6k | 126.14 | |
Dollar General (DG) | 0.0 | $294k | 2.2k | 135.36 | |
Templeton Dragon Fund (TDF) | 0.0 | $196k | 10k | 19.23 | |
Ironwood Pharmaceuticals (IRWD) | 0.0 | $174k | 16k | 10.94 | |
Tesla Motors (TSLA) | 0.0 | $285k | 1.3k | 223.35 | |
Nxp Semiconductors N V (NXPI) | 0.0 | $348k | 3.6k | 97.53 | |
iShares Dow Jones Transport. Avg. (IYT) | 0.0 | $309k | 1.6k | 188.30 | |
Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $170k | 11k | 15.00 | |
Gabelli Equity Trust (GAB) | 0.0 | $154k | 25k | 6.19 | |
Industries N shs - a - (LYB) | 0.0 | $290k | 3.4k | 86.18 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $283k | 1.9k | 148.56 | |
FleetCor Technologies | 0.0 | $276k | 982.00 | 281.06 | |
Capitol Federal Financial (CFFN) | 0.0 | $298k | 22k | 13.79 | |
York Water Company (YORW) | 0.0 | $307k | 8.6k | 35.78 | |
Sumitomo Mitsui Financial Grp (SMFG) | 0.0 | $210k | 30k | 7.07 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $298k | 2.0k | 149.22 | |
Vanguard Health Care ETF (VHT) | 0.0 | $227k | 1.3k | 173.95 | |
iShares Dow Jones US Healthcare (IYH) | 0.0 | $238k | 1.2k | 195.08 | |
iShares MSCI EAFE Growth Index (EFG) | 0.0 | $248k | 3.1k | 80.83 | |
Vanguard Telecommunication Services ETF (VOX) | 0.0 | $228k | 2.6k | 86.86 | |
Aberdeen Chile Fund (AEF) | 0.0 | $207k | 28k | 7.32 | |
Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.0 | $229k | 3.9k | 59.02 | |
Yandex Nv-a (YNDX) | 0.0 | $354k | 9.3k | 38.05 | |
Ishares High Dividend Equity F (HDV) | 0.0 | $244k | 2.6k | 94.61 | |
New Mountain Finance Corp (NMFC) | 0.0 | $194k | 14k | 13.99 | |
Wpx Energy | 0.0 | $298k | 26k | 11.52 | |
Aon | 0.0 | $328k | 1.7k | 193.17 | |
Proofpoint | 0.0 | $209k | 1.7k | 120.46 | |
Grifols S A Sponsored Adr R (GRFS) | 0.0 | $271k | 13k | 21.13 | |
Ishares Inc msci glb energ (FILL) | 0.0 | $246k | 12k | 20.23 | |
Wright Express (WEX) | 0.0 | $214k | 1.0k | 208.17 | |
Epr Properties (EPR) | 0.0 | $231k | 3.1k | 74.56 | |
Berry Plastics (BERY) | 0.0 | $244k | 4.6k | 52.55 | |
Monroe Cap (MRCC) | 0.0 | $146k | 13k | 11.52 | |
REPCOM cla | 0.0 | $228k | 3.3k | 69.81 | |
Cyrusone | 0.0 | $207k | 3.6k | 57.66 | |
Murphy Usa (MUSA) | 0.0 | $297k | 3.5k | 84.04 | |
Fs Investment Corporation | 0.0 | $145k | 24k | 5.95 | |
Ally Financial (ALLY) | 0.0 | $298k | 9.6k | 30.96 | |
H & Q Healthcare Fund equities (HQH) | 0.0 | $201k | 10k | 20.10 | |
Ubs Group (UBS) | 0.0 | $195k | 17k | 11.85 | |
Lamar Advertising Co-a (LAMR) | 0.0 | $224k | 2.8k | 80.87 | |
Kimball Electronics (KE) | 0.0 | $204k | 13k | 16.21 | |
Nevro (NVRO) | 0.0 | $246k | 3.8k | 64.74 | |
Equinix (EQIX) | 0.0 | $242k | 480.00 | 504.17 | |
Momo | 0.0 | $204k | 5.7k | 35.76 | |
Ascendis Pharma A S (ASND) | 0.0 | $235k | 2.0k | 115.20 | |
Wec Energy Group (WEC) | 0.0 | $215k | 2.6k | 83.37 | |
Topbuild (BLD) | 0.0 | $288k | 3.5k | 82.76 | |
Tallgrass Energy Gp Lp master ltd part | 0.0 | $212k | 10k | 21.09 | |
Apple Hospitality Reit (APLE) | 0.0 | $195k | 12k | 15.86 | |
Blueprint Medicines (BPMC) | 0.0 | $288k | 3.1k | 94.43 | |
Viavi Solutions Inc equities (VIAV) | 0.0 | $161k | 12k | 13.29 | |
Hp (HPQ) | 0.0 | $267k | 13k | 20.82 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $208k | 14k | 14.94 | |
Real Estate Select Sect Spdr (XLRE) | 0.0 | $249k | 6.8k | 36.71 | |
Under Armour Inc Cl C (UA) | 0.0 | $273k | 12k | 22.20 | |
Ingevity (NGVT) | 0.0 | $201k | 1.9k | 105.24 | |
Ashland (ASH) | 0.0 | $232k | 2.9k | 80.08 | |
Zto Express Cayman (ZTO) | 0.0 | $270k | 14k | 19.15 | |
Baker Hughes A Ge Company (BKR) | 0.0 | $282k | 11k | 24.67 | |
Adtalem Global Ed (ATGE) | 0.0 | $203k | 4.5k | 45.14 | |
Kirkland Lake Gold | 0.0 | $279k | 6.5k | 42.92 | |
Sprott Physical Gold & S (CEF) | 0.0 | $159k | 12k | 13.25 | |
Nutrien (NTR) | 0.0 | $273k | 5.1k | 53.41 | |
Banco Santander S A Sponsored Adr B | 0.0 | $202k | 26k | 7.67 | |
Sensata Technolo (ST) | 0.0 | $320k | 6.5k | 49.06 | |
Liberty Interactive Corp (QRTEA) | 0.0 | $150k | 12k | 12.35 | |
Alpine Total Dynamicdivid Fd Com Sh Ben Int cef (AOD) | 0.0 | $175k | 21k | 8.32 | |
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 0.0 | $327k | 2.8k | 116.79 | |
Blackrock Tcp Cap Corp (TCPC) | 0.0 | $165k | 12k | 14.22 | |
Cigna Corp (CI) | 0.0 | $331k | 2.1k | 157.62 | |
Spirit Realty Capital | 0.0 | $267k | 6.3k | 42.71 | |
Apollo Investment Corp. (MFIC) | 0.0 | $159k | 10k | 15.76 | |
Nokia Corporation (NOK) | 0.0 | $114k | 23k | 5.00 | |
MFA Mortgage Investments | 0.0 | $105k | 15k | 7.15 | |
Abraxas Petroleum | 0.0 | $68k | 66k | 1.03 | |
New Gold Inc Cda (NGD) | 0.0 | $57k | 59k | 0.96 | |
Sprint | 0.0 | $120k | 18k | 6.58 | |
Tecogen (TGEN) | 0.0 | $101k | 27k | 3.74 | |
Conduent Incorporate (CNDT) | 0.0 | $120k | 13k | 9.56 | |
Cohbar | 0.0 | $17k | 10k | 1.70 | |
Global China Cord Blood Corp (CORBF) | 0.0 | $59k | 10k | 5.82 | |
Correvio Pharma Corp | 0.0 | $66k | 31k | 2.15 |