Fort Washington Investment Advisors as of Sept. 30, 2017
Portfolio Holdings for Fort Washington Investment Advisors
Fort Washington Investment Advisors holds 507 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Berkshire Hathaway (BRK.B) | 4.4 | $290M | 1.6M | 183.32 | |
Cintas Corporation (CTAS) | 3.6 | $234M | 1.6M | 144.28 | |
Comcast Corporation (CMCSA) | 2.7 | $174M | 2.4M | 71.43 | |
Amazon (AMZN) | 2.6 | $171M | 171k | 1000.00 | |
Microsoft Corporation (MSFT) | 2.6 | $168M | 2.3M | 74.49 | |
Apple (AAPL) | 2.5 | $166M | 1.1M | 154.13 | |
Novartis (NVS) | 2.2 | $143M | 1.7M | 85.85 | |
Cincinnati Financial Corporation (CINF) | 2.1 | $140M | 1.8M | 76.57 | |
Alphabet Inc Class C cs (GOOG) | 2.1 | $139M | 145k | 959.11 | |
Bristol Myers Squibb (BMY) | 2.0 | $130M | 2.0M | 63.74 | |
Johnson & Johnson (JNJ) | 2.0 | $129M | 992k | 130.01 | |
Facebook Inc cl a (META) | 1.9 | $128M | 749k | 170.87 | |
Convergys Corporation | 1.9 | $126M | 4.9M | 25.89 | |
General Electric Company | 1.9 | $125M | 5.2M | 24.18 | |
Oracle Corporation (ORCL) | 1.9 | $124M | 2.6M | 48.35 | |
Vanguard European ETF (VGK) | 1.7 | $114M | 2.0M | 58.33 | |
Bank of America Corporation (BAC) | 1.5 | $98M | 3.9M | 25.35 | |
Biogen Idec (BIIB) | 1.5 | $98M | 314k | 313.12 | |
Carnival Corporation (CCL) | 1.5 | $97M | 1.5M | 64.56 | |
Procter & Gamble Company (PG) | 1.4 | $95M | 1.0M | 91.05 | |
Goldman Sachs (GS) | 1.4 | $94M | 398k | 237.19 | |
Simon Property (SPG) | 1.4 | $91M | 565k | 161.04 | |
Bank of New York Mellon Corporation (BK) | 1.4 | $91M | 1.7M | 53.02 | |
Union Pacific Corporation (UNP) | 1.3 | $87M | 748k | 116.03 | |
priceline.com Incorporated | 1.3 | $86M | 47k | 1831.36 | |
Cisco Systems (CSCO) | 1.3 | $86M | 2.6M | 33.64 | |
At&t (T) | 1.3 | $84M | 2.1M | 39.22 | |
International Business Machines (IBM) | 1.2 | $80M | 551k | 145.08 | |
Bio-Rad Laboratories (BIO) | 1.2 | $80M | 361k | 222.22 | |
salesforce (CRM) | 1.2 | $79M | 847k | 93.42 | |
Unilever | 1.2 | $78M | 1.3M | 59.04 | |
Exxon Mobil Corporation (XOM) | 1.2 | $76M | 932k | 81.98 | |
Schlumberger (SLB) | 1.1 | $74M | 1.1M | 69.76 | |
Twenty-first Century Fox | 1.1 | $74M | 2.8M | 26.38 | |
Halliburton Company (HAL) | 1.1 | $72M | 1.6M | 46.03 | |
United Technologies Corporation | 1.1 | $71M | 607k | 116.15 | |
Agrium | 1.0 | $67M | 626k | 107.21 | |
Jones Lang LaSalle Incorporated (JLL) | 1.0 | $67M | 543k | 123.50 | |
Mondelez Int (MDLZ) | 1.0 | $64M | 1.6M | 40.66 | |
Stericycle (SRCL) | 1.0 | $64M | 890k | 71.62 | |
Avnet (AVT) | 1.0 | $63M | 1.6M | 39.30 | |
Yum China Holdings (YUMC) | 0.9 | $59M | 1.5M | 39.97 | |
Intel Corporation (INTC) | 0.9 | $58M | 1.5M | 38.09 | |
Johnson Controls International Plc equity (JCI) | 0.9 | $58M | 1.4M | 40.27 | |
Spdr S&p 500 Etf (SPY) | 0.8 | $54M | 215k | 251.32 | |
iShares Russell 2000 Growth Index (IWO) | 0.8 | $52M | 291k | 178.96 | |
J.M. Smucker Company (SJM) | 0.8 | $50M | 478k | 104.93 | |
Alphabet Inc Class A cs (GOOGL) | 0.8 | $49M | 50k | 973.86 | |
Bank Of Nova Scotia note 4.500%12/1 | 0.6 | $41M | 39M | 1.05 | |
Royal Dutch Shell | 0.6 | $41M | 653k | 62.54 | |
Vistaoutdoor (VSTO) | 0.6 | $41M | 1.8M | 22.94 | |
Roper Industries (ROP) | 0.6 | $40M | 164k | 243.40 | |
U.S. Bancorp (USB) | 0.5 | $30M | 568k | 53.59 | |
Enterprise Products Partners (EPD) | 0.4 | $26M | 993k | 26.07 | |
Wells Fargo & Company (WFC) | 0.4 | $24M | 438k | 55.12 | |
McDonald's Corporation (MCD) | 0.3 | $23M | 145k | 156.70 | |
Boeing Company (BA) | 0.3 | $23M | 91k | 254.21 | |
iShares Russell 3000 Index (IWV) | 0.3 | $23M | 151k | 149.28 | |
3M Company (MMM) | 0.3 | $23M | 107k | 209.90 | |
Lloyds Banking | 0.3 | $22M | 20M | 1.12 | |
Fifth Third Ban (FITB) | 0.3 | $20M | 704k | 27.98 | |
iShares 10+ Year Credit Bond Fund ETF (IGLB) | 0.3 | $20M | 319k | 62.06 | |
Toronto Dominion Bk Ont note 3.625% 9/1 | 0.3 | $20M | 20M | 1.00 | |
Pepsi (PEP) | 0.3 | $19M | 168k | 111.36 | |
Coca-Cola Company (KO) | 0.3 | $18M | 410k | 45.01 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.3 | $18M | 50k | 363.41 | |
Kroger (KR) | 0.3 | $18M | 893k | 20.06 | |
Bank of the Ozarks | 0.2 | $17M | 344k | 48.05 | |
Energy Transfer Equity (ET) | 0.2 | $17M | 961k | 17.38 | |
Targa Res Corp (TRGP) | 0.2 | $16M | 343k | 47.30 | |
Mplx (MPLX) | 0.2 | $16M | 456k | 35.01 | |
Chevron Corporation (CVX) | 0.2 | $15M | 126k | 117.62 | |
Arthur J. Gallagher & Co. (AJG) | 0.2 | $14M | 231k | 61.55 | |
Gilead Sciences (GILD) | 0.2 | $14M | 175k | 81.10 | |
Genesis Energy (GEL) | 0.2 | $15M | 550k | 26.35 | |
Hp (HPQ) | 0.2 | $15M | 733k | 19.96 | |
CVS Caremark Corporation (CVS) | 0.2 | $14M | 167k | 81.25 | |
Texas Instruments Incorporated (TXN) | 0.2 | $14M | 150k | 89.64 | |
Western Gas Partners | 0.2 | $13M | 253k | 51.28 | |
Pfizer (PFE) | 0.2 | $12M | 342k | 35.70 | |
Magellan Midstream Partners | 0.2 | $13M | 176k | 71.06 | |
Hsbc Holdings Plc global usd | 0.2 | $13M | 12M | 1.05 | |
Dowdupont | 0.2 | $12M | 177k | 69.19 | |
Abbvie (ABBV) | 0.2 | $12M | 133k | 88.83 | |
Home Depot (HD) | 0.2 | $11M | 69k | 163.56 | |
Abbott Laboratories (ABT) | 0.2 | $11M | 211k | 53.36 | |
MetLife (MET) | 0.2 | $11M | 211k | 51.95 | |
Celgene Corporation | 0.2 | $11M | 78k | 145.87 | |
Duke Energy (DUK) | 0.2 | $11M | 132k | 83.92 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $11M | 91k | 117.68 | |
Amgen (AMGN) | 0.2 | $11M | 57k | 186.43 | |
Qualcomm (QCOM) | 0.2 | $11M | 202k | 51.84 | |
Cheniere Energy (LNG) | 0.2 | $11M | 236k | 45.14 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.2 | $10M | 98k | 105.35 | |
Verizon Communications (VZ) | 0.1 | $10M | 204k | 49.46 | |
Merck & Co (MRK) | 0.1 | $9.9M | 155k | 64.03 | |
American Water Works (AWK) | 0.1 | $9.6M | 118k | 80.91 | |
Ngl Energy Partners Lp Com Uni (NGL) | 0.1 | $9.7M | 837k | 11.55 | |
Chubb (CB) | 0.1 | $9.9M | 70k | 142.55 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $9.0M | 94k | 95.53 | |
SYSCO Corporation (SYY) | 0.1 | $9.2M | 170k | 53.95 | |
Eqt Midstream Partners | 0.1 | $9.0M | 119k | 74.97 | |
Gaslog Partners | 0.1 | $9.3M | 399k | 23.25 | |
Williams Partners | 0.1 | $9.1M | 235k | 38.90 | |
BlackRock (BLK) | 0.1 | $8.4M | 19k | 446.88 | |
Brookfield Asset Management | 0.1 | $8.7M | 210k | 41.30 | |
Praxair | 0.1 | $8.6M | 61k | 139.75 | |
Caterpillar (CAT) | 0.1 | $8.1M | 65k | 124.70 | |
Phillips 66 (PSX) | 0.1 | $8.0M | 87k | 91.61 | |
Charles Schwab Corporation (SCHW) | 0.1 | $7.0M | 160k | 43.74 | |
Wal-Mart Stores (WMT) | 0.1 | $7.3M | 94k | 78.14 | |
Walt Disney Company (DIS) | 0.1 | $7.2M | 74k | 98.44 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $7.4M | 115k | 64.21 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $7.3M | 60k | 121.24 | |
Navigator Holdings Ltd Com Stk (NVGS) | 0.1 | $7.2M | 649k | 11.10 | |
Goldmansachsbdc (GSBD) | 0.1 | $7.1M | 309k | 22.82 | |
Dominion Resources (D) | 0.1 | $6.6M | 85k | 77.03 | |
T. Rowe Price (TROW) | 0.1 | $6.8M | 75k | 90.65 | |
Deere & Company (DE) | 0.1 | $6.7M | 53k | 125.59 | |
General Motors Company (GM) | 0.1 | $6.5M | 160k | 40.38 | |
Prudential Financial (PRU) | 0.1 | $6.0M | 57k | 106.33 | |
Vanguard Long Term Corporate Bond ETF (VCLT) | 0.1 | $5.7M | 60k | 94.18 | |
Kraft Heinz (KHC) | 0.1 | $5.8M | 75k | 77.55 | |
Plains Gp Holdings Lp-cl A (PAGP) | 0.1 | $6.0M | 274k | 21.87 | |
Antero Midstream Gp partnerships | 0.1 | $6.0M | 292k | 20.47 | |
Tidewater (TDW) | 0.1 | $6.2M | 213k | 29.08 | |
Ameriprise Financial (AMP) | 0.1 | $5.1M | 35k | 148.56 | |
Eli Lilly & Co. (LLY) | 0.1 | $5.2M | 60k | 85.54 | |
United Parcel Service (UPS) | 0.1 | $5.5M | 46k | 120.09 | |
AFLAC Incorporated (AFL) | 0.1 | $5.5M | 68k | 81.39 | |
Western Digital (WDC) | 0.1 | $5.2M | 60k | 86.40 | |
Yum! Brands (YUM) | 0.1 | $5.1M | 69k | 73.62 | |
Lockheed Martin Corporation (LMT) | 0.1 | $5.0M | 16k | 310.32 | |
BB&T Corporation | 0.1 | $5.5M | 117k | 46.94 | |
General Mills (GIS) | 0.1 | $5.5M | 107k | 51.76 | |
Ford Motor Company (F) | 0.1 | $5.5M | 457k | 11.97 | |
Cheniere Energy Partners (CQP) | 0.1 | $5.0M | 172k | 28.82 | |
Eaton (ETN) | 0.1 | $5.0M | 65k | 76.83 | |
Enlink Midstream Ptrs | 0.1 | $4.9M | 294k | 16.76 | |
Medtronic (MDT) | 0.1 | $5.5M | 71k | 77.77 | |
Andeavor Logistics Lp Com Unit Lp Int | 0.1 | $5.3M | 106k | 50.06 | |
Cme (CME) | 0.1 | $4.6M | 34k | 135.68 | |
Analog Devices (ADI) | 0.1 | $4.5M | 53k | 86.17 | |
AGCO Corporation (AGCO) | 0.1 | $4.5M | 62k | 73.77 | |
Nextera Energy (NEE) | 0.1 | $4.7M | 32k | 146.55 | |
Sanofi-Aventis SA (SNY) | 0.1 | $4.5M | 90k | 49.79 | |
UnitedHealth (UNH) | 0.1 | $4.6M | 23k | 195.93 | |
WESCO International (WCC) | 0.1 | $4.4M | 76k | 58.25 | |
iShares Russell 2000 Index (IWM) | 0.1 | $4.6M | 31k | 148.18 | |
Unilever (UL) | 0.1 | $4.4M | 77k | 57.96 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.1 | $4.6M | 42k | 110.16 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $4.9M | 43k | 113.59 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.1 | $4.8M | 48k | 100.56 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $4.5M | 51k | 88.01 | |
Telus Ord (TU) | 0.1 | $4.6M | 127k | 35.97 | |
Tallgrass Energy Partners | 0.1 | $4.7M | 97k | 47.89 | |
Costco Wholesale Corporation (COST) | 0.1 | $3.7M | 23k | 164.28 | |
Cardinal Health (CAH) | 0.1 | $4.0M | 60k | 66.95 | |
Cummins (CMI) | 0.1 | $4.2M | 25k | 168.02 | |
Mid-America Apartment (MAA) | 0.1 | $3.7M | 34k | 106.89 | |
Equity Residential (EQR) | 0.1 | $3.7M | 56k | 65.93 | |
Air Products & Chemicals (APD) | 0.1 | $4.0M | 27k | 151.23 | |
Danaher Corporation (DHR) | 0.1 | $3.8M | 44k | 85.78 | |
TJX Companies (TJX) | 0.1 | $4.0M | 54k | 73.73 | |
Starbucks Corporation (SBUX) | 0.1 | $3.9M | 74k | 53.18 | |
AvalonBay Communities (AVB) | 0.1 | $4.0M | 23k | 178.41 | |
Plains All American Pipeline (PAA) | 0.1 | $3.9M | 185k | 21.19 | |
KLA-Tencor Corporation (KLAC) | 0.1 | $3.9M | 36k | 106.00 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $4.2M | 23k | 179.00 | |
Huntington Bancshares Incorporated (HBAN) | 0.1 | $3.5M | 250k | 13.96 | |
Consolidated Edison (ED) | 0.1 | $3.1M | 39k | 80.69 | |
Whirlpool Corporation (WHR) | 0.1 | $3.0M | 16k | 184.54 | |
Xilinx | 0.1 | $3.4M | 48k | 70.83 | |
Raytheon Company | 0.1 | $3.0M | 16k | 186.57 | |
Ca | 0.1 | $3.4M | 102k | 33.41 | |
Illinois Tool Works (ITW) | 0.1 | $3.3M | 22k | 148.01 | |
Invesco (IVZ) | 0.1 | $3.0M | 86k | 35.05 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $3.0M | 32k | 93.64 | |
Eaton Vance Floating-Rate Income Trust (EFT) | 0.1 | $3.5M | 238k | 14.62 | |
American Tower Reit (AMT) | 0.1 | $3.3M | 25k | 136.66 | |
Unknown | 0.1 | $3.4M | 356k | 9.50 | |
Western Union Company (WU) | 0.0 | $2.5M | 133k | 19.20 | |
PNC Financial Services (PNC) | 0.0 | $2.5M | 19k | 134.77 | |
Principal Financial (PFG) | 0.0 | $2.5M | 39k | 64.34 | |
People's United Financial | 0.0 | $2.7M | 148k | 18.14 | |
Ecolab (ECL) | 0.0 | $2.5M | 20k | 128.61 | |
M&T Bank Corporation (MTB) | 0.0 | $2.4M | 15k | 161.02 | |
Monsanto Company | 0.0 | $2.9M | 24k | 119.80 | |
Archer Daniels Midland Company (ADM) | 0.0 | $2.7M | 62k | 42.51 | |
Norfolk Southern (NSC) | 0.0 | $2.5M | 19k | 132.23 | |
Paychex (PAYX) | 0.0 | $2.9M | 48k | 59.46 | |
Public Storage (PSA) | 0.0 | $2.6M | 12k | 214.01 | |
V.F. Corporation (VFC) | 0.0 | $2.7M | 43k | 63.58 | |
Automatic Data Processing (ADP) | 0.0 | $2.5M | 23k | 109.31 | |
NiSource (NI) | 0.0 | $2.3M | 91k | 25.59 | |
Diageo (DEO) | 0.0 | $2.5M | 19k | 132.11 | |
Target Corporation (TGT) | 0.0 | $2.3M | 39k | 59.01 | |
Williams Companies (WMB) | 0.0 | $2.4M | 80k | 30.01 | |
International Speedway Corporation | 0.0 | $2.4M | 66k | 36.00 | |
Omni (OMC) | 0.0 | $2.3M | 31k | 74.08 | |
Wyndham Worldwide Corporation | 0.0 | $2.7M | 26k | 105.42 | |
Ares Capital Corporation (ARCC) | 0.0 | $2.9M | 178k | 16.39 | |
Macquarie Infrastructure Company | 0.0 | $2.8M | 39k | 72.18 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $2.9M | 66k | 43.41 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $2.9M | 27k | 110.89 | |
Vanguard Emerging Markets ETF (VWO) | 0.0 | $2.6M | 60k | 43.57 | |
Eaton Vance Senior Floating Rate Fund (EFR) | 0.0 | $2.9M | 196k | 14.94 | |
Vanguard High Dividend Yield ETF (VYM) | 0.0 | $2.3M | 29k | 81.06 | |
BlackRock Floating Rate Income Trust (BGT) | 0.0 | $2.3M | 164k | 14.11 | |
Semgroup Corp cl a | 0.0 | $2.9M | 100k | 28.75 | |
Marathon Petroleum Corp (MPC) | 0.0 | $2.7M | 49k | 56.08 | |
One Gas (OGS) | 0.0 | $2.4M | 32k | 73.64 | |
Xerox | 0.0 | $2.6M | 79k | 33.29 | |
Via | 0.0 | $2.2M | 79k | 27.83 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $1.7M | 3.8k | 447.05 | |
Ameren Corporation (AEE) | 0.0 | $1.8M | 31k | 57.83 | |
FirstEnergy (FE) | 0.0 | $1.8M | 58k | 30.83 | |
Darden Restaurants (DRI) | 0.0 | $2.1M | 27k | 78.79 | |
Nike (NKE) | 0.0 | $2.0M | 39k | 51.85 | |
Stryker Corporation (SYK) | 0.0 | $1.8M | 13k | 141.99 | |
Total (TTE) | 0.0 | $1.7M | 31k | 53.52 | |
General Dynamics Corporation (GD) | 0.0 | $1.7M | 8.3k | 205.60 | |
Lowe's Companies (LOW) | 0.0 | $2.0M | 25k | 79.95 | |
Kellogg Company (K) | 0.0 | $1.8M | 29k | 62.36 | |
Visa (V) | 0.0 | $2.3M | 22k | 105.23 | |
Vornado Realty Trust (VNO) | 0.0 | $2.0M | 26k | 76.86 | |
Dover Corporation (DOV) | 0.0 | $2.3M | 25k | 91.38 | |
Sempra Energy (SRE) | 0.0 | $1.9M | 17k | 114.13 | |
NVR (NVR) | 0.0 | $1.7M | 600.00 | 2854.87 | |
Wynn Resorts (WYNN) | 0.0 | $2.1M | 14k | 148.95 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $1.7M | 5.1k | 333.53 | |
Enbridge (ENB) | 0.0 | $1.8M | 44k | 42.04 | |
Atmos Energy Corporation (ATO) | 0.0 | $2.2M | 27k | 83.85 | |
Aqua America | 0.0 | $1.9M | 57k | 33.20 | |
SPDR KBW Regional Banking (KRE) | 0.0 | $2.0M | 35k | 56.77 | |
Tesla Motors (TSLA) | 0.0 | $2.0M | 5.9k | 341.16 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $1.7M | 33k | 52.50 | |
Golub Capital BDC (GBDC) | 0.0 | $1.8M | 93k | 18.82 | |
THL Credit | 0.0 | $1.7M | 186k | 9.33 | |
Vanguard REIT ETF (VNQ) | 0.0 | $1.8M | 21k | 83.07 | |
Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.0 | $1.6M | 14k | 118.93 | |
Tcp Capital | 0.0 | $1.8M | 107k | 16.49 | |
WESTERN GAS EQUITY Partners | 0.0 | $1.8M | 43k | 41.17 | |
Tpg Specialty Lnding Inc equity | 0.0 | $1.8M | 88k | 20.96 | |
Citizens Financial (CFG) | 0.0 | $1.7M | 45k | 37.88 | |
Anthem (ELV) | 0.0 | $2.2M | 12k | 189.84 | |
Crown Castle Intl (CCI) | 0.0 | $1.8M | 18k | 99.97 | |
Civista Bancshares Inc equity (CIVB) | 0.0 | $1.8M | 80k | 22.34 | |
Paypal Holdings (PYPL) | 0.0 | $2.1M | 33k | 64.03 | |
Welltower Inc Com reit (WELL) | 0.0 | $1.8M | 25k | 70.27 | |
Ggp | 0.0 | $2.2M | 106k | 20.77 | |
Altaba | 0.0 | $1.8M | 27k | 66.25 | |
Hasbro (HAS) | 0.0 | $1.6M | 16k | 97.67 | |
CMS Energy Corporation (CMS) | 0.0 | $1.2M | 26k | 46.30 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $1.5M | 33k | 45.00 | |
Lincoln National Corporation (LNC) | 0.0 | $1.1M | 16k | 73.50 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.0 | $1.1M | 19k | 59.75 | |
CSX Corporation (CSX) | 0.0 | $1.4M | 27k | 54.27 | |
Waste Management (WM) | 0.0 | $1.2M | 15k | 78.29 | |
AES Corporation (AES) | 0.0 | $1.2M | 113k | 11.02 | |
Cerner Corporation | 0.0 | $1.1M | 15k | 71.31 | |
NVIDIA Corporation (NVDA) | 0.0 | $1.5M | 8.5k | 178.66 | |
RPM International (RPM) | 0.0 | $1.3M | 25k | 51.36 | |
Harley-Davidson (HOG) | 0.0 | $1.4M | 30k | 48.23 | |
Morgan Stanley (MS) | 0.0 | $1.6M | 33k | 48.19 | |
International Paper Company (IP) | 0.0 | $1.2M | 21k | 56.82 | |
Emerson Electric (EMR) | 0.0 | $1.5M | 24k | 62.74 | |
United Rentals (URI) | 0.0 | $1.4M | 9.9k | 138.72 | |
Valero Energy Corporation (VLO) | 0.0 | $1.2M | 16k | 76.92 | |
CenturyLink | 0.0 | $1.6M | 86k | 18.91 | |
Thermo Fisher Scientific (TMO) | 0.0 | $1.2M | 6.2k | 189.18 | |
Colgate-Palmolive Company (CL) | 0.0 | $1.4M | 20k | 72.86 | |
Philip Morris International (PM) | 0.0 | $1.0M | 9.1k | 111.01 | |
Rio Tinto (RIO) | 0.0 | $1.0M | 22k | 47.17 | |
Weyerhaeuser Company (WY) | 0.0 | $1.1M | 32k | 34.02 | |
iShares MSCI EAFE Index Fund (EFA) | 0.0 | $1.3M | 19k | 68.33 | |
Exelon Corporation (EXC) | 0.0 | $1.1M | 29k | 37.66 | |
Brookfield Infrastructure Part (BIP) | 0.0 | $1.0M | 24k | 43.14 | |
W.R. Berkley Corporation (WRB) | 0.0 | $1.1M | 16k | 66.75 | |
C.H. Robinson Worldwide (CHRW) | 0.0 | $1.4M | 19k | 76.12 | |
Highwoods Properties (HIW) | 0.0 | $1.1M | 20k | 52.07 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.0 | $1.4M | 17k | 84.68 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $1.2M | 15k | 79.82 | |
ON Semiconductor (ON) | 0.0 | $1.6M | 84k | 18.47 | |
Black Hills Corporation (BKH) | 0.0 | $1.2M | 17k | 68.87 | |
DTE Energy Company (DTE) | 0.0 | $1.2M | 12k | 107.37 | |
IPG Photonics Corporation (IPGP) | 0.0 | $1.1M | 6.0k | 185.04 | |
SCANA Corporation | 0.0 | $988k | 20k | 48.50 | |
F5 Networks (FFIV) | 0.0 | $1.0M | 8.5k | 120.56 | |
Ametek (AME) | 0.0 | $1.0M | 16k | 66.03 | |
Brandywine Realty Trust (BDN) | 0.0 | $1.0M | 60k | 17.49 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $1.3M | 16k | 85.90 | |
Blackrock Municipal Income Trust (BFK) | 0.0 | $1.3M | 93k | 14.28 | |
Sabra Health Care REIT (SBRA) | 0.0 | $1.1M | 50k | 21.94 | |
iShares Lehman MBS Bond Fund (MBB) | 0.0 | $1.2M | 12k | 107.12 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $1.2M | 14k | 81.96 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $1.0M | 12k | 84.43 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $1.1M | 28k | 38.81 | |
Tortoise Pwr & Energy (TPZ) | 0.0 | $1.1M | 53k | 21.30 | |
iShares Dow Jones US Technology (IYW) | 0.0 | $998k | 6.7k | 149.96 | |
Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $1.4M | 99k | 14.03 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $1.5M | 18k | 80.13 | |
Nuveen Ohio Quality Income M | 0.0 | $1.4M | 93k | 15.08 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.0 | $1.2M | 23k | 52.79 | |
Te Connectivity Ltd for (TEL) | 0.0 | $1.2M | 15k | 83.04 | |
Mosaic (MOS) | 0.0 | $1.0M | 48k | 21.59 | |
Prologis (PLD) | 0.0 | $1.5M | 23k | 63.46 | |
Stag Industrial (STAG) | 0.0 | $1.1M | 42k | 27.48 | |
Fortune Brands (FBIN) | 0.0 | $1.2M | 18k | 67.21 | |
Delphi Automotive | 0.0 | $1.2M | 12k | 98.42 | |
Aon | 0.0 | $1.2M | 8.2k | 146.08 | |
Cyrusone | 0.0 | $1.3M | 22k | 58.91 | |
Qorvo (QRVO) | 0.0 | $1.1M | 16k | 70.71 | |
Orbital Atk | 0.0 | $1.4M | 11k | 133.15 | |
Tallgrass Energy Gp Lp master ltd part | 0.0 | $1.4M | 50k | 28.26 | |
Bioverativ Inc Com equity | 0.0 | $989k | 17k | 57.05 | |
Energy Transfer Partners | 0.0 | $1.3M | 70k | 17.97 | |
Brighthouse Finl (BHF) | 0.0 | $1.2M | 19k | 60.79 | |
Time Warner | 0.0 | $328k | 3.2k | 102.50 | |
China Mobile | 0.0 | $365k | 7.2k | 50.60 | |
Starwood Property Trust (STWD) | 0.0 | $573k | 26k | 21.70 | |
State Street Corporation (STT) | 0.0 | $831k | 8.7k | 95.48 | |
Canadian Natl Ry (CNI) | 0.0 | $646k | 7.8k | 82.82 | |
FedEx Corporation (FDX) | 0.0 | $833k | 3.7k | 225.42 | |
BioMarin Pharmaceutical (BMRN) | 0.0 | $572k | 6.2k | 93.01 | |
Incyte Corporation (INCY) | 0.0 | $680k | 5.8k | 116.70 | |
Sony Corporation (SONY) | 0.0 | $732k | 20k | 37.32 | |
CBS Corporation | 0.0 | $956k | 17k | 58.01 | |
Great Plains Energy Incorporated | 0.0 | $667k | 22k | 30.32 | |
Pulte (PHM) | 0.0 | $976k | 36k | 27.32 | |
Digital Realty Trust (DLR) | 0.0 | $745k | 6.3k | 118.33 | |
PPG Industries (PPG) | 0.0 | $543k | 5.0k | 108.60 | |
Travelers Companies (TRV) | 0.0 | $528k | 4.3k | 122.51 | |
W.W. Grainger (GWW) | 0.0 | $400k | 2.2k | 179.78 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $894k | 6.0k | 149.12 | |
Nordstrom (JWN) | 0.0 | $951k | 20k | 47.13 | |
Comerica Incorporated (CMA) | 0.0 | $381k | 5.0k | 76.20 | |
International Flavors & Fragrances (IFF) | 0.0 | $635k | 4.4k | 142.92 | |
AmerisourceBergen (COR) | 0.0 | $535k | 6.5k | 82.80 | |
Becton, Dickinson and (BDX) | 0.0 | $333k | 1.7k | 195.88 | |
American Financial (AFG) | 0.0 | $647k | 6.3k | 103.42 | |
Allstate Corporation (ALL) | 0.0 | $698k | 7.6k | 91.95 | |
ConocoPhillips (COP) | 0.0 | $787k | 16k | 50.03 | |
eBay (EBAY) | 0.0 | $607k | 16k | 38.44 | |
Honeywell International (HON) | 0.0 | $768k | 5.4k | 141.83 | |
American Electric Power Company (AEP) | 0.0 | $555k | 7.9k | 70.25 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $373k | 3.2k | 118.41 | |
iShares S&P 500 Index (IVV) | 0.0 | $552k | 2.2k | 253.09 | |
Southern Company (SO) | 0.0 | $689k | 14k | 49.16 | |
Murphy Oil Corporation (MUR) | 0.0 | $817k | 31k | 26.56 | |
Accenture (ACN) | 0.0 | $892k | 6.6k | 135.13 | |
Marriott International (MAR) | 0.0 | $441k | 4.0k | 110.25 | |
Hospitality Properties Trust | 0.0 | $649k | 23k | 28.50 | |
Hershey Company (HSY) | 0.0 | $662k | 6.1k | 109.24 | |
PPL Corporation (PPL) | 0.0 | $351k | 9.2k | 38.00 | |
Public Service Enterprise (PEG) | 0.0 | $743k | 16k | 46.26 | |
Pioneer Floating Rate Trust (PHD) | 0.0 | $864k | 72k | 11.96 | |
Delta Air Lines (DAL) | 0.0 | $862k | 18k | 48.22 | |
Estee Lauder Companies (EL) | 0.0 | $518k | 4.8k | 107.92 | |
Humana (HUM) | 0.0 | $668k | 2.7k | 243.43 | |
Oshkosh Corporation (OSK) | 0.0 | $813k | 9.8k | 82.56 | |
American Campus Communities | 0.0 | $578k | 13k | 44.12 | |
CenterPoint Energy (CNP) | 0.0 | $678k | 23k | 29.22 | |
Southwest Airlines (LUV) | 0.0 | $867k | 16k | 55.95 | |
Omega Healthcare Investors (OHI) | 0.0 | $850k | 27k | 31.92 | |
Park National Corporation (PRK) | 0.0 | $663k | 6.1k | 107.95 | |
Spectra Energy Partners | 0.0 | $747k | 17k | 44.36 | |
South Jersey Industries | 0.0 | $689k | 20k | 34.54 | |
Alexion Pharmaceuticals | 0.0 | $550k | 3.9k | 140.27 | |
Skyworks Solutions (SWKS) | 0.0 | $608k | 6.0k | 101.88 | |
Agree Realty Corporation (ADC) | 0.0 | $903k | 18k | 49.08 | |
Bk Nova Cad (BNS) | 0.0 | $347k | 5.4k | 64.16 | |
Extra Space Storage (EXR) | 0.0 | $551k | 6.9k | 79.91 | |
Kansas City Southern | 0.0 | $651k | 6.0k | 108.68 | |
McCormick & Company, Incorporated (MKC) | 0.0 | $439k | 4.3k | 102.57 | |
Scotts Miracle-Gro Company (SMG) | 0.0 | $409k | 4.2k | 97.38 | |
Speedway Motorsports | 0.0 | $334k | 16k | 21.29 | |
LTC Properties (LTC) | 0.0 | $507k | 11k | 46.94 | |
HCP | 0.0 | $700k | 25k | 27.84 | |
iShares Gold Trust | 0.0 | $479k | 39k | 12.30 | |
National Health Investors (NHI) | 0.0 | $777k | 10k | 77.25 | |
National Retail Properties (NNN) | 0.0 | $400k | 9.6k | 41.67 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $900k | 7.2k | 125.00 | |
iShares Lehman Aggregate Bond (AGG) | 0.0 | $653k | 6.0k | 109.64 | |
Kimco Realty Corporation (KIM) | 0.0 | $813k | 42k | 19.54 | |
Oneok (OKE) | 0.0 | $339k | 6.1k | 55.47 | |
Vanguard Large-Cap ETF (VV) | 0.0 | $479k | 4.2k | 115.39 | |
Weingarten Realty Investors | 0.0 | $638k | 20k | 31.74 | |
Utilities SPDR (XLU) | 0.0 | $342k | 6.5k | 53.02 | |
Udr (UDR) | 0.0 | $582k | 15k | 38.04 | |
Camden Property Trust (CPT) | 0.0 | $823k | 9.0k | 91.44 | |
Templeton Global Income Fund | 0.0 | $342k | 51k | 6.75 | |
Retail Opportunity Investments (ROIC) | 0.0 | $957k | 50k | 19.01 | |
iShares Dow Jones US Utilities (IDU) | 0.0 | $615k | 4.6k | 132.83 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $519k | 3.7k | 141.38 | |
Industries N shs - a - (LYB) | 0.0 | $437k | 4.4k | 99.17 | |
O'reilly Automotive (ORLY) | 0.0 | $466k | 2.2k | 215.24 | |
Sun Communities (SUI) | 0.0 | $420k | 4.9k | 85.71 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $354k | 3.0k | 116.52 | |
Royce Value Trust (RVT) | 0.0 | $396k | 25k | 15.78 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.0 | $618k | 5.0k | 123.48 | |
iShares S&P Global Energy Sector (IXC) | 0.0 | $502k | 15k | 34.00 | |
Tortoise Energy Infrastructure | 0.0 | $372k | 13k | 28.95 | |
Nuveen Floating Rate Income Fund (JFR) | 0.0 | $891k | 76k | 11.71 | |
LCNB (LCNB) | 0.0 | $350k | 17k | 20.93 | |
BlackRock Insured Municipal Income Inves | 0.0 | $380k | 25k | 15.20 | |
Kinder Morgan (KMI) | 0.0 | $343k | 18k | 19.18 | |
Gaslog | 0.0 | $504k | 29k | 17.46 | |
Wp Carey (WPC) | 0.0 | $804k | 12k | 67.41 | |
Epr Properties (EPR) | 0.0 | $761k | 11k | 69.72 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $519k | 8.1k | 63.72 | |
Hannon Armstrong (HASI) | 0.0 | $383k | 16k | 24.39 | |
Blackstone Mtg Tr (BXMT) | 0.0 | $436k | 14k | 31.01 | |
Quintiles Transnatio Hldgs I | 0.0 | $969k | 10k | 95.06 | |
Cdw (CDW) | 0.0 | $410k | 6.2k | 65.94 | |
Physicians Realty Trust | 0.0 | $452k | 26k | 17.74 | |
Pattern Energy | 0.0 | $530k | 22k | 24.09 | |
Sprague Res | 0.0 | $354k | 14k | 24.59 | |
Vodafone Group New Adr F (VOD) | 0.0 | $340k | 12k | 28.50 | |
Enlink Midstream (ENLC) | 0.0 | $380k | 22k | 17.27 | |
Tesla Motors Inc bond | 0.0 | $480k | 425k | 1.13 | |
Voya Prime Rate Trust sh ben int | 0.0 | $590k | 113k | 5.23 | |
Pbf Logistics Lp unit ltd ptnr | 0.0 | $456k | 22k | 21.01 | |
Nextera Energy Partners (NEP) | 0.0 | $874k | 22k | 40.28 | |
Walgreen Boots Alliance (WBA) | 0.0 | $957k | 12k | 77.18 | |
Healthcare Tr Amer Inc cl a | 0.0 | $742k | 25k | 29.79 | |
Shell Midstream Prtnrs master ltd part | 0.0 | $677k | 24k | 27.86 | |
Equinix (EQIX) | 0.0 | $402k | 900.00 | 446.67 | |
Box Inc cl a (BOX) | 0.0 | $361k | 19k | 19.31 | |
Allergan | 0.0 | $861k | 4.2k | 205.05 | |
Nrg Yield Inc Cl A New cs | 0.0 | $787k | 42k | 18.96 | |
Hersha Hospitality Tr Pr Shs Ben Int | 0.0 | $336k | 18k | 18.69 | |
Civista Bancshares Inc 6.50% pfd ser b | 0.0 | $532k | 8.0k | 66.50 | |
First Data | 0.0 | $435k | 24k | 18.03 | |
49456b 20 0 Kinder Morgan Inc Del Pfd Ser A kinder morgan inc del | 0.0 | $518k | 12k | 42.23 | |
Broad | 0.0 | $547k | 2.3k | 242.70 | |
S&p Global (SPGI) | 0.0 | $563k | 3.6k | 156.39 | |
Brookfield Real Assets Incom shs ben int (RA) | 0.0 | $557k | 23k | 23.77 | |
Colony Northstar | 0.0 | $694k | 55k | 12.57 | |
Uniti Group Inc Com reit (UNIT) | 0.0 | $367k | 25k | 14.65 | |
Select Energy Svcs Inc cl a (WTTR) | 0.0 | $579k | 36k | 15.93 | |
Jbg Smith Properties (JBGS) | 0.0 | $451k | 13k | 34.24 | |
BP (BP) | 0.0 | $284k | 7.4k | 38.37 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $254k | 3.5k | 72.57 | |
Owens Corning (OC) | 0.0 | $217k | 2.8k | 77.50 | |
HSBC Holdings (HSBC) | 0.0 | $253k | 5.1k | 49.44 | |
Corning Incorporated (GLW) | 0.0 | $202k | 6.8k | 29.93 | |
Genworth Financial (GNW) | 0.0 | $58k | 15k | 3.87 | |
American Express Company (AXP) | 0.0 | $289k | 3.2k | 90.31 | |
MGIC Investment (MTG) | 0.0 | $156k | 13k | 12.50 | |
Discover Financial Services (DFS) | 0.0 | $308k | 4.8k | 64.38 | |
Shaw Communications Inc cl b conv | 0.0 | $227k | 9.9k | 23.03 | |
Coach | 0.0 | $296k | 7.4k | 40.22 | |
Snap-on Incorporated (SNA) | 0.0 | $262k | 1.8k | 148.86 | |
Stanley Black & Decker (SWK) | 0.0 | $241k | 1.6k | 151.19 | |
Brown-Forman Corporation (BF.B) | 0.0 | $200k | 3.7k | 54.29 | |
Redwood Trust (RWT) | 0.0 | $189k | 12k | 16.29 | |
Synopsys (SNPS) | 0.0 | $282k | 3.5k | 80.57 | |
Goodyear Tire & Rubber Company (GT) | 0.0 | $259k | 7.8k | 33.21 | |
Altria (MO) | 0.0 | $295k | 4.7k | 63.37 | |
Berkshire Hathaway (BRK.A) | 0.0 | $275k | 1.00 | 275000.00 | |
Royal Dutch Shell | 0.0 | $299k | 4.9k | 60.53 | |
EOG Resources (EOG) | 0.0 | $324k | 3.4k | 96.72 | |
Xcel Energy (XEL) | 0.0 | $265k | 5.6k | 47.32 | |
HDFC Bank (HDB) | 0.0 | $288k | 3.0k | 96.48 | |
Verisk Analytics (VRSK) | 0.0 | $291k | 3.5k | 83.14 | |
Constellation Brands (STZ) | 0.0 | $239k | 1.2k | 199.17 | |
PowerShares DB Com Indx Trckng Fund | 0.0 | $296k | 19k | 15.42 | |
Sun Life Financial (SLF) | 0.0 | $324k | 8.1k | 39.85 | |
Andersons (ANDE) | 0.0 | $220k | 6.4k | 34.19 | |
Reliance Steel & Aluminum (RS) | 0.0 | $249k | 3.3k | 76.24 | |
Concho Resources | 0.0 | $316k | 2.4k | 131.67 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $213k | 2.3k | 93.79 | |
LaSalle Hotel Properties | 0.0 | $218k | 7.5k | 29.07 | |
Westpac Banking Corporation | 0.0 | $294k | 12k | 25.23 | |
ING Groep (ING) | 0.0 | $319k | 17k | 18.42 | |
World Fuel Services Corporation (WKC) | 0.0 | $231k | 6.8k | 33.96 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $285k | 2.5k | 114.00 | |
Corporate Office Properties Trust (CDP) | 0.0 | $294k | 9.0k | 32.84 | |
PacWest Ban | 0.0 | $252k | 5.0k | 50.45 | |
Golar Lng (GLNG) | 0.0 | $282k | 13k | 22.61 | |
Tor Dom Bk Cad (TD) | 0.0 | $203k | 3.6k | 56.39 | |
U.S. Auto Parts Network | 0.0 | $104k | 36k | 2.89 | |
iShares Russell Midcap Value Index (IWS) | 0.0 | $204k | 2.4k | 85.00 | |
Regency Centers Corporation (REG) | 0.0 | $230k | 3.7k | 62.16 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $295k | 899.00 | 328.14 | |
Garmin (GRMN) | 0.0 | $267k | 4.9k | 53.99 | |
Pebblebrook Hotel Trust (PEB) | 0.0 | $251k | 6.9k | 36.20 | |
iShares Dow Jones US Consumer Ser. (IYC) | 0.0 | $207k | 1.3k | 164.03 | |
Artesian Resources Corporation (ARTNA) | 0.0 | $316k | 8.4k | 37.84 | |
Government Properties Income Trust | 0.0 | $231k | 12k | 18.78 | |
Vectren Corporation | 0.0 | $322k | 4.9k | 65.71 | |
Vanguard Information Technology ETF (VGT) | 0.0 | $257k | 1.7k | 152.07 | |
Vanguard Health Care ETF (VHT) | 0.0 | $230k | 1.5k | 152.32 | |
iShares Dow Jones US Energy Sector (IYE) | 0.0 | $305k | 8.1k | 37.47 | |
Nuveen Texas Quality Income Municipal | 0.0 | $315k | 22k | 14.65 | |
Summit Hotel Properties (INN) | 0.0 | $174k | 11k | 15.96 | |
Ladder Capital Corp Class A (LADR) | 0.0 | $292k | 21k | 13.80 | |
Kite Rlty Group Tr (KRG) | 0.0 | $276k | 14k | 20.22 | |
Eversource Energy (ES) | 0.0 | $293k | 4.9k | 60.35 | |
Wec Energy Group (WEC) | 0.0 | $294k | 4.7k | 62.70 | |
Community Healthcare Tr (CHCT) | 0.0 | $305k | 11k | 26.99 | |
Apple Hospitality Reit (APLE) | 0.0 | $316k | 17k | 18.92 | |
Westrock (WRK) | 0.0 | $212k | 3.7k | 56.71 | |
Nielsen Hldgs Plc Shs Eur | 0.0 | $254k | 6.1k | 41.46 | |
Washington Prime Group | 0.0 | $115k | 14k | 8.29 | |
National Grid (NGG) | 0.0 | $299k | 4.8k | 62.79 |