FineMark National Bank & Trust as of Dec. 31, 2018
Portfolio Holdings for FineMark National Bank & Trust
FineMark National Bank & Trust holds 337 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Parcel Service CL B (UPS) | 18.8 | $277M | 2.8M | 97.53 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.4 | $79M | 317k | 249.92 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 3.6 | $53M | 176k | 302.67 | |
| Ishares Tr Russell 2000 Etf (IWM) | 3.5 | $52M | 386k | 133.90 | |
| Apple (AAPL) | 2.2 | $32M | 204k | 157.74 | |
| Microsoft Corporation (MSFT) | 1.9 | $29M | 280k | 101.57 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $28M | 110k | 251.61 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.5 | $23M | 388k | 58.78 | |
| Cisco Systems (CSCO) | 1.3 | $20M | 450k | 43.33 | |
| Pfizer (PFE) | 1.2 | $18M | 417k | 43.65 | |
| Home Depot (HD) | 1.2 | $18M | 102k | 171.82 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $17M | 176k | 97.62 | |
| Merck & Co (MRK) | 1.1 | $16M | 204k | 76.41 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $15M | 14k | 1035.64 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $15M | 66k | 226.24 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $15M | 214k | 68.19 | |
| Dowdupont | 1.0 | $14M | 265k | 53.48 | |
| Boeing Company (BA) | 1.0 | $14M | 44k | 322.51 | |
| Honeywell International (HON) | 0.9 | $14M | 104k | 132.12 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.9 | $14M | 98k | 138.69 | |
| Verizon Communications (VZ) | 0.9 | $13M | 231k | 56.22 | |
| Procter & Gamble Company (PG) | 0.9 | $13M | 141k | 91.92 | |
| Royal Dutch Shell Spons Adr A | 0.9 | $13M | 216k | 58.27 | |
| BlackRock | 0.8 | $13M | 32k | 392.83 | |
| Lockheed Martin Corporation (LMT) | 0.8 | $12M | 47k | 261.83 | |
| Pepsi (PEP) | 0.8 | $12M | 107k | 110.48 | |
| Mastercard Incorporated Cl A (MA) | 0.8 | $11M | 59k | 188.64 | |
| 3M Company (MMM) | 0.8 | $11M | 58k | 190.54 | |
| Amazon (AMZN) | 0.8 | $11M | 7.4k | 1501.97 | |
| Johnson & Johnson (JNJ) | 0.7 | $10M | 81k | 129.05 | |
| Novartis A G Sponsored Adr (NVS) | 0.7 | $10M | 120k | 85.81 | |
| At&t (T) | 0.7 | $10M | 360k | 28.54 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.7 | $10M | 260k | 39.06 | |
| Valero Energy Corporation (VLO) | 0.7 | $10M | 134k | 74.97 | |
| Nike CL B (NKE) | 0.7 | $10M | 135k | 74.14 | |
| Raytheon Com New | 0.7 | $9.9M | 65k | 153.34 | |
| UnitedHealth (UNH) | 0.6 | $9.5M | 38k | 249.12 | |
| Wal-Mart Stores (WMT) | 0.6 | $9.1M | 98k | 93.15 | |
| TJX Companies (TJX) | 0.6 | $9.1M | 203k | 44.74 | |
| United Technologies Corporation | 0.6 | $8.9M | 83k | 106.48 | |
| Coca-Cola Company (KO) | 0.6 | $8.7M | 184k | 47.35 | |
| Wells Fargo & Company (WFC) | 0.6 | $8.3M | 180k | 46.08 | |
| Duke Energy Corp Com New (DUK) | 0.6 | $8.2M | 95k | 86.30 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $8.1M | 40k | 204.18 | |
| Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) | 0.5 | $8.1M | 174k | 46.65 | |
| Danaher Corporation (DHR) | 0.5 | $7.8M | 76k | 103.13 | |
| Visa Com Cl A (V) | 0.5 | $7.6M | 58k | 131.94 | |
| Marathon Petroleum Corp (MPC) | 0.5 | $7.5M | 127k | 59.01 | |
| Cme Group Com Cl A (CME) | 0.5 | $7.5M | 40k | 188.12 | |
| Intercontinental Exchange (ICE) | 0.5 | $7.4M | 99k | 75.33 | |
| Amgen (AMGN) | 0.5 | $7.3M | 38k | 194.67 | |
| Union Pacific Corporation (UNP) | 0.5 | $7.3M | 53k | 138.23 | |
| Citigroup Com New (C) | 0.5 | $7.2M | 138k | 52.06 | |
| Anthem (ELV) | 0.5 | $7.1M | 27k | 262.65 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $7.1M | 154k | 46.48 | |
| Cdw (CDW) | 0.5 | $7.0M | 86k | 81.05 | |
| Dollar General (DG) | 0.5 | $7.0M | 64k | 108.08 | |
| Texas Instruments Incorporated (TXN) | 0.5 | $6.9M | 73k | 94.50 | |
| Nextera Energy (NEE) | 0.5 | $6.7M | 39k | 173.82 | |
| McDonald's Corporation (MCD) | 0.5 | $6.7M | 38k | 177.57 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $6.7M | 97k | 69.32 | |
| Broadcom (AVGO) | 0.4 | $6.6M | 26k | 254.27 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $6.5M | 61k | 106.48 | |
| Ingersoll-rand SHS | 0.4 | $6.3M | 70k | 91.23 | |
| Bristol Myers Squibb (BMY) | 0.4 | $6.3M | 120k | 51.98 | |
| Comcast Corp Cl A (CMCSA) | 0.4 | $6.2M | 184k | 34.05 | |
| Autodesk (ADSK) | 0.4 | $6.1M | 47k | 128.62 | |
| Mondelez Intl Cl A (MDLZ) | 0.4 | $6.1M | 151k | 40.03 | |
| Vanguard Bd Index Short Trm Bond (BSV) | 0.4 | $5.5M | 70k | 78.57 | |
| Chevron Corporation (CVX) | 0.4 | $5.4M | 50k | 108.79 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.4 | $5.4M | 65k | 83.16 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $5.3M | 68k | 77.99 | |
| Capital One Financial (COF) | 0.4 | $5.3M | 70k | 75.59 | |
| Starbucks Corporation (SBUX) | 0.4 | $5.3M | 82k | 64.40 | |
| Titan Partners | 0.4 | $5.2M | 1.00 | 5246000.00 | |
| Rio Tinto Sponsored Adr (RIO) | 0.3 | $4.7M | 97k | 48.48 | |
| General Dynamics Corporation (GD) | 0.3 | $4.6M | 29k | 157.21 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $4.5M | 4.3k | 1044.96 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.3 | $4.4M | 69k | 63.47 | |
| M&T Bank Corporation (MTB) | 0.3 | $4.3M | 30k | 143.14 | |
| Edison International (EIX) | 0.3 | $4.0M | 70k | 56.77 | |
| Us Bancorp Del Com New (USB) | 0.3 | $3.9M | 86k | 45.70 | |
| Titan Partners | 0.3 | $3.9M | 1.00 | 3937000.00 | |
| Gilead Sciences (GILD) | 0.3 | $3.7M | 59k | 62.56 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $3.5M | 35k | 101.13 | |
| Manulife Finl Corp (MFC) | 0.2 | $3.5M | 248k | 14.19 | |
| Abbvie (ABBV) | 0.2 | $3.5M | 38k | 92.20 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.2 | $3.4M | 70k | 49.30 | |
| Hp (HPQ) | 0.2 | $3.4M | 167k | 20.46 | |
| Eli Lilly & Co. (LLY) | 0.2 | $3.3M | 28k | 115.74 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $3.2M | 21k | 150.69 | |
| Disney Walt Com Disney (DIS) | 0.2 | $3.2M | 29k | 109.65 | |
| Prudential Financial (PRU) | 0.2 | $3.2M | 39k | 81.54 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.2 | $3.0M | 34k | 89.51 | |
| Anadarko Petroleum Corporation | 0.2 | $3.0M | 69k | 43.84 | |
| Celgene Corporation | 0.2 | $3.0M | 46k | 64.09 | |
| Lowe's Companies (LOW) | 0.2 | $3.0M | 32k | 92.35 | |
| Abbott Laboratories (ABT) | 0.2 | $2.9M | 40k | 72.33 | |
| Citizens Financial (CFG) | 0.2 | $2.9M | 98k | 29.73 | |
| Synchrony Financial (SYF) | 0.2 | $2.6M | 112k | 23.46 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $2.5M | 5.2k | 478.96 | |
| Pioneer Natural Resources | 0.2 | $2.4M | 19k | 131.52 | |
| Ally Financial (ALLY) | 0.2 | $2.3M | 102k | 22.66 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.3M | 14k | 166.06 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $2.3M | 80k | 28.35 | |
| Medtronic SHS (MDT) | 0.2 | $2.2M | 25k | 90.96 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.2M | 17k | 130.94 | |
| Ishares Tr Sh Tr Crport Etf (IGSB) | 0.1 | $2.2M | 42k | 51.65 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $2.1M | 7.00 | 306000.00 | |
| Fortune Brands (FBIN) | 0.1 | $2.1M | 54k | 37.99 | |
| Philip Morris International (PM) | 0.1 | $2.0M | 30k | 66.77 | |
| Caterpillar (CAT) | 0.1 | $2.0M | 16k | 127.10 | |
| Titan Partners | 0.1 | $2.0M | 1.00 | 1968000.00 | |
| Costco Wholesale Corporation (COST) | 0.1 | $1.9M | 9.6k | 203.68 | |
| Altria (MO) | 0.1 | $1.9M | 38k | 49.39 | |
| Taq | 0.1 | $1.7M | 55.00 | 31818.18 | |
| Nator 7, Llc Jiffy Lube 130 So. | 0.1 | $1.7M | 1.00 | 1725000.00 | |
| Intel Corporation (INTC) | 0.1 | $1.7M | 35k | 46.92 | |
| Cigna Corp (CI) | 0.1 | $1.7M | 8.7k | 189.96 | |
| Fortive (FTV) | 0.1 | $1.6M | 24k | 67.67 | |
| ConocoPhillips (COP) | 0.1 | $1.6M | 26k | 62.37 | |
| Ishares Tr Mbs Etf (MBB) | 0.1 | $1.6M | 16k | 104.65 | |
| Constellation Brands Cl A (STZ) | 0.1 | $1.6M | 10k | 160.78 | |
| Corning Incorporated (GLW) | 0.1 | $1.6M | 53k | 30.21 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.6M | 42k | 38.11 | |
| Nator 8, Llc Jiffy Lube 5475 Camino | 0.1 | $1.6M | 1.00 | 1600000.00 | |
| PPG Industries (PPG) | 0.1 | $1.6M | 15k | 102.20 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.6M | 10k | 154.27 | |
| Colgate-Palmolive Company (CL) | 0.1 | $1.5M | 26k | 59.52 | |
| International Business Machines (IBM) | 0.1 | $1.5M | 13k | 113.64 | |
| Allstate Corporation (ALL) | 0.1 | $1.5M | 18k | 82.65 | |
| Penco Assn Ltd Partnership | 0.1 | $1.5M | 1.00 | 1500000.00 | |
| Oaktree Us Senior Loans | 0.1 | $1.5M | 1.00 | 1456000.00 | |
| Travelers Companies (TRV) | 0.1 | $1.4M | 12k | 119.71 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.4M | 16k | 89.31 | |
| Emerson Electric (EMR) | 0.1 | $1.4M | 23k | 59.76 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $1.3M | 7.9k | 168.02 | |
| AmerisourceBergen (COR) | 0.1 | $1.3M | 17k | 74.40 | |
| BP Sponsored Adr (BP) | 0.1 | $1.3M | 33k | 37.93 | |
| Deere & Company (DE) | 0.1 | $1.3M | 8.5k | 149.14 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $1.2M | 6.5k | 191.26 | |
| Standard Motor Products (SMP) | 0.1 | $1.2M | 26k | 48.44 | |
| New Jersey Resources Corporation (NJR) | 0.1 | $1.2M | 27k | 45.67 | |
| Quantedge Global Fund, Class B | 0.1 | $1.2M | 1.3k | 888.38 | |
| Bank of America Corporation (BAC) | 0.1 | $1.2M | 47k | 24.65 | |
| Facebook Cl A (META) | 0.1 | $1.2M | 8.8k | 131.08 | |
| EOG Resources (EOG) | 0.1 | $1.1M | 13k | 87.17 | |
| Fidelity National Information Services (FIS) | 0.1 | $1.1M | 11k | 102.57 | |
| Cortright Family Trust Llc Interest | 0.1 | $1.1M | 1.00 | 1109000.00 | |
| Cortright Family Llc Interest | 0.1 | $1.1M | 1.00 | 1109000.00 | |
| Cortright Family Trust Llc Interest | 0.1 | $1.1M | 1.00 | 1109000.00 | |
| Cortright Family Trust Llc Interest | 0.1 | $1.1M | 1.00 | 1109000.00 | |
| Cortright Family Trust Llc Interest | 0.1 | $1.1M | 1.00 | 1109000.00 | |
| Fiserv (FI) | 0.1 | $1.1M | 15k | 73.51 | |
| American Express Company (AXP) | 0.1 | $1.1M | 11k | 95.28 | |
| Sandy Spring Ban (SASR) | 0.1 | $1.0M | 33k | 31.34 | |
| Vanguard Group Div App Etf (VIG) | 0.1 | $1.0M | 10k | 97.95 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $1.0M | 7.8k | 130.13 | |
| Rancho Inca | 0.1 | $1.0M | 10.00 | 100000.00 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $997k | 12k | 81.10 | |
| Oracle Corporation (ORCL) | 0.1 | $992k | 22k | 45.16 | |
| Oaktree Us Senior Loans | 0.1 | $971k | 1.00 | 971000.00 | |
| Challenger Inca | 0.1 | $970k | 97.00 | 10000.00 | |
| Interpublic Group of Companies (IPG) | 0.1 | $944k | 46k | 20.64 | |
| American Electric Power Company (AEP) | 0.1 | $941k | 13k | 74.74 | |
| Paypal Holdings (PYPL) | 0.1 | $925k | 11k | 84.08 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $914k | 3.7k | 244.84 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $906k | 6.7k | 134.30 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $870k | 7.8k | 111.05 | |
| Church & Dwight (CHD) | 0.1 | $868k | 13k | 65.76 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $862k | 6.8k | 127.63 | |
| Mountaineer Management | 0.1 | $859k | 2.00 | 429500.00 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $859k | 8.0k | 107.58 | |
| Becton, Dickinson and (BDX) | 0.1 | $854k | 3.8k | 225.45 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $849k | 14k | 61.41 | |
| Ameriprise Financial (AMP) | 0.1 | $845k | 8.1k | 104.39 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $841k | 7.5k | 112.86 | |
| Dominion Resources (D) | 0.1 | $840k | 12k | 71.48 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $829k | 18k | 47.05 | |
| General Mills (GIS) | 0.1 | $815k | 21k | 38.92 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $806k | 5.4k | 149.23 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $805k | 13k | 60.69 | |
| Oppenheimer Etf Tr S&p 500 Revenue | 0.1 | $785k | 17k | 46.51 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $778k | 13k | 59.68 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $773k | 8.5k | 91.40 | |
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.1 | $760k | 15k | 52.18 | |
| Kraft Heinz (KHC) | 0.1 | $758k | 18k | 43.03 | |
| Entrust Capital | 0.1 | $757k | 1.00 | 757000.00 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $752k | 7.4k | 101.58 | |
| Spdr Gold Trust Gold Shs (GLD) | 0.1 | $749k | 6.2k | 121.32 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $746k | 5.3k | 140.97 | |
| Ross Stores (ROST) | 0.1 | $744k | 8.9k | 83.17 | |
| Archer Daniels Midland Company (ADM) | 0.1 | $739k | 18k | 40.99 | |
| InfuSystem Holdings (INFU) | 0.0 | $732k | 213k | 3.44 | |
| Biogen Idec (BIIB) | 0.0 | $729k | 2.4k | 300.99 | |
| Xcel Energy (XEL) | 0.0 | $721k | 15k | 49.25 | |
| Rogers Communications CL B (RCI) | 0.0 | $718k | 14k | 51.29 | |
| Schlumberger (SLB) | 0.0 | $706k | 20k | 36.06 | |
| Baxter International (BAX) | 0.0 | $703k | 11k | 65.82 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $697k | 6.4k | 109.57 | |
| Edwards Lifesciences (EW) | 0.0 | $696k | 4.5k | 153.17 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $680k | 6.0k | 113.96 | |
| Phillips 66 (PSX) | 0.0 | $677k | 7.9k | 86.10 | |
| Entrust Capital | 0.0 | $663k | 1.00 | 663000.00 | |
| Lighthouse Investment Partners | 0.0 | $663k | 1.00 | 663000.00 | |
| CSX Corporation (CSX) | 0.0 | $654k | 11k | 62.08 | |
| Sherwin-Williams Company (SHW) | 0.0 | $653k | 1.7k | 393.61 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $652k | 2.9k | 223.67 | |
| Callaway Golf Company (MODG) | 0.0 | $643k | 42k | 15.31 | |
| CVS Caremark Corporation (CVS) | 0.0 | $628k | 9.6k | 65.57 | |
| Automatic Data Processing (ADP) | 0.0 | $627k | 4.8k | 131.17 | |
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.0 | $611k | 26k | 23.82 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $609k | 13k | 47.14 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $605k | 4.6k | 131.92 | |
| Twenty First Centy Fox Cl A | 0.0 | $604k | 13k | 48.12 | |
| Clorox Company (CLX) | 0.0 | $594k | 3.9k | 154.09 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $580k | 13k | 45.54 | |
| Enbridge (ENB) | 0.0 | $580k | 19k | 31.07 | |
| Altra Holdings | 0.0 | $573k | 23k | 25.16 | |
| Tesla Motors (TSLA) | 0.0 | $561k | 1.7k | 332.54 | |
| American Intl Group Com New (AIG) | 0.0 | $561k | 14k | 39.41 | |
| Altegris Millennium | 0.0 | $559k | 1.00 | 559000.00 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $550k | 42k | 13.22 | |
| Hubbell (HUBB) | 0.0 | $546k | 5.5k | 99.38 | |
| Unilever N V N Y Shs New | 0.0 | $536k | 10k | 53.85 | |
| Illinois Tool Works (ITW) | 0.0 | $531k | 4.2k | 126.61 | |
| Altegris Kkr Commitments Master Fund | 0.0 | $529k | 1.00 | 529000.00 | |
| Air Products & Chemicals (APD) | 0.0 | $519k | 3.2k | 160.19 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $511k | 3.5k | 147.05 | |
| Ishares Tr S&p Us Pfd Stk (PFF) | 0.0 | $494k | 14k | 34.20 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $491k | 8.9k | 55.04 | |
| Walgreen Boots Alliance | 0.0 | $487k | 7.1k | 68.38 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $482k | 4.9k | 97.93 | |
| Southern Company (SO) | 0.0 | $477k | 11k | 43.96 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $475k | 9.5k | 49.75 | |
| Linde | 0.0 | $473k | 3.0k | 155.90 | |
| International Flavors & Fragrances (IFF) | 0.0 | $459k | 3.4k | 134.33 | |
| First Ban (FNLC) | 0.0 | $456k | 17k | 26.28 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp | 0.0 | $453k | 7.9k | 57.05 | |
| Wec Energy Group (WEC) | 0.0 | $449k | 6.5k | 69.29 | |
| Nestle S A Sponsored Adr (NSRGY) | 0.0 | $445k | 5.5k | 80.88 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $445k | 5.8k | 76.28 | |
| Paychex (PAYX) | 0.0 | $441k | 6.8k | 65.10 | |
| Northern Trust Corporation (NTRS) | 0.0 | $437k | 5.2k | 83.64 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $437k | 3.2k | 138.25 | |
| Torchmark Corporation | 0.0 | $436k | 5.9k | 74.53 | |
| Stryker Corporation (SYK) | 0.0 | $427k | 2.7k | 156.81 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $419k | 3.7k | 113.77 | |
| Chubb (CB) | 0.0 | $413k | 3.2k | 129.30 | |
| Hormel Foods Corporation (HRL) | 0.0 | $410k | 9.6k | 42.71 | |
| Qualcomm (QCOM) | 0.0 | $407k | 7.1k | 56.93 | |
| Royal Dutch Shell Spon Adr B | 0.0 | $401k | 6.7k | 60.01 | |
| Troon Inca | 0.0 | $400k | 8.00 | 50000.00 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $399k | 8.3k | 47.91 | |
| Enterprise Products Partners (EPD) | 0.0 | $394k | 16k | 24.56 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $392k | 8.5k | 46.12 | |
| PNC Financial Services (PNC) | 0.0 | $384k | 3.3k | 116.93 | |
| Consolidated Edison (ED) | 0.0 | $383k | 5.0k | 76.42 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $382k | 7.2k | 52.95 | |
| FactSet Research Systems (FDS) | 0.0 | $380k | 1.9k | 200.00 | |
| SYSCO Corporation (SYY) | 0.0 | $376k | 6.0k | 62.72 | |
| T. Rowe Price (TROW) | 0.0 | $375k | 4.1k | 92.41 | |
| American Tower Reit (AMT) | 0.0 | $374k | 2.4k | 158.34 | |
| AutoZone (AZO) | 0.0 | $365k | 435.00 | 839.08 | |
| Neogenomics Com New (NEO) | 0.0 | $360k | 29k | 12.61 | |
| Diageo P L C Spon Adr New (DEO) | 0.0 | $358k | 2.5k | 141.61 | |
| Pine Canyon | 0.0 | $350k | 1.00 | 350000.00 | |
| Oge Energy Corp (OGE) | 0.0 | $348k | 8.9k | 39.19 | |
| Norfolk Southern (NSC) | 0.0 | $340k | 2.3k | 149.58 | |
| Public Service Enterprise (PEG) | 0.0 | $336k | 6.5k | 52.04 | |
| Netflix (NFLX) | 0.0 | $334k | 1.2k | 267.63 | |
| Flexshares Tr Qlt Div Def Idx (QDEF) | 0.0 | $329k | 8.3k | 39.57 | |
| Barclays Bk Etn+ Sel Mlp (ATMP) | 0.0 | $310k | 18k | 17.74 | |
| Tailored Brands | 0.0 | $307k | 23k | 13.64 | |
| Eaton Corp SHS (ETN) | 0.0 | $302k | 4.4k | 68.56 | |
| Mcdowell Mtn Inca | 0.0 | $300k | 2.00 | 150000.00 | |
| General Electric Company | 0.0 | $295k | 39k | 7.57 | |
| Hershey Company (HSY) | 0.0 | $289k | 2.7k | 107.08 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $278k | 7.2k | 38.47 | |
| Applied Materials (AMAT) | 0.0 | $277k | 8.5k | 32.75 | |
| Ennis (EBF) | 0.0 | $274k | 14k | 19.23 | |
| FedEx Corporation (FDX) | 0.0 | $271k | 1.7k | 161.21 | |
| Glaxosmithkline Sponsored Adr | 0.0 | $269k | 7.0k | 38.17 | |
| Domino's Pizza (DPZ) | 0.0 | $265k | 1.1k | 248.13 | |
| Oppenheimer Etf Tr S&p Smallcap 600 | 0.0 | $264k | 4.6k | 57.35 | |
| General Motors Company (GM) | 0.0 | $261k | 7.8k | 33.48 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $255k | 4.2k | 60.04 | |
| Ishares Tr Expanded Tech (IGV) | 0.0 | $252k | 1.5k | 173.79 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $251k | 6.0k | 41.61 | |
| Altegris Kkr Commitments Master Fund | 0.0 | $250k | 1.00 | 250000.00 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $249k | 4.3k | 57.40 | |
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $247k | 3.0k | 82.33 | |
| Ford Mtr Co Del Com Par $0.01 (F) | 0.0 | $240k | 31k | 7.64 | |
| Spdr Series Trust Dj Reit Etf (RWR) | 0.0 | $238k | 2.8k | 85.92 | |
| Teladoc (TDOC) | 0.0 | $238k | 4.8k | 49.58 | |
| First Financial Ban (FFBC) | 0.0 | $237k | 10k | 23.70 | |
| Vanguard World Fds Industrial Etf (VIS) | 0.0 | $236k | 2.0k | 120.29 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $235k | 2.7k | 86.68 | |
| Teleflex Incorporated (TFX) | 0.0 | $233k | 900.00 | 258.89 | |
| Weyerhaeuser Company (WY) | 0.0 | $225k | 10k | 21.84 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $223k | 3.6k | 62.12 | |
| CMS Energy Corporation (CMS) | 0.0 | $220k | 4.4k | 49.72 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $218k | 4.3k | 50.59 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.0 | $217k | 2.5k | 86.08 | |
| Tanger Factory Outlet Centers (SKT) | 0.0 | $216k | 11k | 20.19 | |
| Oppenheimer Etf Tr S&p Mdcp 400 Rev | 0.0 | $215k | 4.2k | 51.34 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $214k | 1.5k | 138.96 | |
| U S G Corp Com New | 0.0 | $213k | 5.0k | 42.60 | |
| Target Corporation (TGT) | 0.0 | $211k | 3.2k | 66.04 | |
| Altegris Millennium Fund | 0.0 | $209k | 1.00 | 209000.00 | |
| Simon Property (SPG) | 0.0 | $208k | 1.2k | 167.88 | |
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.0 | $207k | 3.8k | 54.15 | |
| Pacific Premier Ban | 0.0 | $205k | 8.0k | 25.50 | |
| Capital Fund Ii | 0.0 | $200k | 2.00 | 100000.00 | |
| Cyanotech Corp Com Par $0.02 (CYAN) | 0.0 | $174k | 58k | 3.02 | |
| IRIDEX Corporation (IRIX) | 0.0 | $145k | 31k | 4.70 | |
| Imprimis Pharmaceuticals Com New | 0.0 | $129k | 23k | 5.68 | |
| Business Dev Corp Of Amer | 0.0 | $88k | 11k | 8.27 | |
| CECO Environmental (CECO) | 0.0 | $81k | 12k | 6.77 | |
| Gracewood Court Llc Class B | 0.0 | $41k | 41k | 1.00 | |
| Dynasil Corporation of America | 0.0 | $29k | 32k | 0.90 | |
| Vertical Computer Sys Com New | 0.0 | $11k | 1.0M | 0.01 | |
| 5barz International | 0.0 | $9.0k | 200k | 0.04 | |
| Ttc Technology Corp equity | 0.0 | $7.0k | 100k | 0.07 | |
| Seafarer Exploration (SFRX) | 0.0 | $6.0k | 5.0M | 0.00 | |
| Iveda Solutions | 0.0 | $3.0k | 19k | 0.16 | |
| Tmm Inc New C ommon (TMMI) | 0.0 | $2.0k | 100k | 0.02 | |
| Aftermaster Inc equities (AFTM) | 0.0 | $2.0k | 100k | 0.02 | |
| Rim Semiconductor | 0.0 | $999.999000 | 1000k | 0.00 | |
| Nortel Networks Corporation | 0.0 | $0 | 50k | 0.00 | |
| Medinah Minerals (MDMN) | 0.0 | $0 | 75k | 0.00 | |
| Medcom Usa | 0.0 | $0 | 150k | 0.00 | |
| Card Activation Technologies | 0.0 | $0 | 150k | 0.00 | |
| Vapor Group Inc equities (VPOR) | 0.0 | $0 | 60k | 0.00 | |
| Myriad Entmt & Resor | 0.0 | $0 | 55k | 0.00 | |
| Altegris Millennium Fund Lp Series R | 0.0 | $0 | 0 | 0.00 | |
| Altegris Millennium Fund Lp Series R | 0.0 | $0 | 0 | 0.00 |