Fort Washington Investment Advisors as of Sept. 30, 2019
Portfolio Holdings for Fort Washington Investment Advisors
Fort Washington Investment Advisors holds 494 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Berkshire Hathaway (BRK.B) | 4.6 | $412M | 2.0M | 208.02 | |
Microsoft Corporation (MSFT) | 4.2 | $378M | 2.7M | 139.03 | |
Amazon (AMZN) | 3.3 | $299M | 172k | 1735.91 | |
Apple (AAPL) | 3.2 | $289M | 1.3M | 224.03 | |
Cintas Corporation (CTAS) | 3.2 | $285M | 1.1M | 268.10 | |
Alphabet Inc Class C cs (GOOG) | 3.0 | $272M | 223k | 1219.00 | |
Facebook Inc cl a (META) | 2.3 | $209M | 1.2M | 178.08 | |
Procter & Gamble Company (PG) | 2.0 | $178M | 1.4M | 124.38 | |
Comcast Corporation (CMCSA) | 1.9 | $176M | 3.9M | 45.04 | |
Johnson & Johnson (JNJ) | 1.7 | $154M | 1.2M | 129.38 | |
salesforce (CRM) | 1.7 | $150M | 1.0M | 148.44 | |
Cincinnati Financial Corporation (CINF) | 1.6 | $140M | 1.2M | 116.67 | |
Spdr S&p 500 Etf (SPY) | 1.5 | $136M | 460k | 296.61 | |
Goldman Sachs (GS) | 1.4 | $126M | 607k | 207.23 | |
Oracle Corporation (ORCL) | 1.4 | $126M | 2.3M | 55.03 | |
Jones Lang LaSalle Incorporated (JLL) | 1.3 | $119M | 852k | 139.06 | |
Bristol Myers Squibb (BMY) | 1.2 | $112M | 2.2M | 50.71 | |
Simon Property (SPG) | 1.2 | $111M | 715k | 155.65 | |
Deere & Company (DE) | 1.2 | $109M | 647k | 168.68 | |
United Technologies Corporation | 1.2 | $109M | 798k | 136.65 | |
Bank of America Corporation (BAC) | 1.2 | $108M | 3.7M | 29.16 | |
Exxon Mobil Corporation (XOM) | 1.2 | $107M | 1.5M | 70.61 | |
Walt Disney Company (DIS) | 1.1 | $100M | 770k | 130.32 | |
UnitedHealth (UNH) | 1.1 | $99M | 455k | 217.07 | |
Visa (V) | 1.0 | $93M | 539k | 172.01 | |
Novartis (NVS) | 1.0 | $91M | 1.0M | 86.90 | |
Signature Bank (SBNY) | 1.0 | $88M | 736k | 119.22 | |
Union Pacific Corporation (UNP) | 1.0 | $87M | 536k | 161.83 | |
At&t (T) | 0.9 | $85M | 2.2M | 37.80 | |
AmerisourceBergen (COR) | 0.9 | $85M | 1.0M | 82.33 | |
Biogen Idec (BIIB) | 0.9 | $83M | 353k | 234.13 | |
Unilever | 0.9 | $82M | 1.4M | 60.03 | |
International Business Machines (IBM) | 0.9 | $80M | 553k | 145.55 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $75M | 639k | 117.76 | |
Roper Industries (ROP) | 0.8 | $71M | 198k | 356.60 | |
Avnet (AVT) | 0.8 | $70M | 1.6M | 44.48 | |
McDonald's Corporation (MCD) | 0.8 | $68M | 317k | 214.71 | |
Monster Beverage Corp (MNST) | 0.7 | $66M | 1.1M | 58.06 | |
Yum China Holdings (YUMC) | 0.7 | $66M | 1.5M | 45.43 | |
Carnival Corporation (CCL) | 0.7 | $65M | 1.5M | 43.73 | |
Intel Corporation (INTC) | 0.7 | $66M | 1.3M | 51.54 | |
Alibaba Group Holding (BABA) | 0.7 | $62M | 371k | 167.23 | |
Netflix (NFLX) | 0.6 | $56M | 209k | 267.62 | |
iShares Russell 2000 Growth Index (IWO) | 0.6 | $56M | 291k | 192.73 | |
Fox Corp (FOXA) | 0.6 | $55M | 1.7M | 31.54 | |
Schlumberger (SLB) | 0.6 | $51M | 1.5M | 34.17 | |
Booking Holdings (BKNG) | 0.6 | $51M | 26k | 1964.82 | |
Bio-Rad Laboratories (BIO) | 0.6 | $50M | 149k | 332.74 | |
Cisco Systems (CSCO) | 0.5 | $45M | 902k | 49.40 | |
Cme (CME) | 0.5 | $43M | 204k | 211.34 | |
Vanguard S&p 500 Etf idx (VOO) | 0.5 | $42M | 153k | 272.60 | |
Royal Dutch Shell | 0.5 | $40M | 671k | 59.90 | |
Accenture (ACN) | 0.5 | $40M | 209k | 192.35 | |
Alphabet Inc Class A cs (GOOGL) | 0.5 | $41M | 34k | 1221.88 | |
Merck & Co (MRK) | 0.4 | $40M | 474k | 84.18 | |
Fifth Third Ban (FITB) | 0.4 | $39M | 1.4M | 27.33 | |
Pepsi (PEP) | 0.4 | $37M | 270k | 137.10 | |
Texas Instruments Incorporated (TXN) | 0.4 | $37M | 287k | 129.24 | |
Jd (JD) | 0.4 | $37M | 1.3M | 28.21 | |
Home Depot (HD) | 0.4 | $36M | 155k | 232.18 | |
TJX Companies (TJX) | 0.4 | $36M | 650k | 55.74 | |
Chevron Corporation (CVX) | 0.4 | $35M | 299k | 118.56 | |
Boeing Company (BA) | 0.4 | $35M | 92k | 380.47 | |
iShares Russell 3000 Index (IWV) | 0.4 | $33M | 189k | 173.77 | |
iShares Russell 1000 Index (IWB) | 0.3 | $30M | 181k | 164.54 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.3 | $29M | 224k | 127.48 | |
U.S. Bancorp (USB) | 0.3 | $28M | 512k | 55.34 | |
Amgen (AMGN) | 0.3 | $27M | 140k | 193.58 | |
Verisk Analytics (VRSK) | 0.3 | $27M | 169k | 158.14 | |
Starbucks Corporation (SBUX) | 0.3 | $26M | 299k | 88.42 | |
J Global (ZD) | 0.3 | $26M | 286k | 90.82 | |
SkyWest (SKYW) | 0.3 | $25M | 443k | 57.40 | |
Quanta Services (PWR) | 0.3 | $25M | 664k | 37.80 | |
Western Alliance Bancorporation (WAL) | 0.3 | $25M | 546k | 46.08 | |
Utilities SPDR (XLU) | 0.3 | $25M | 385k | 64.74 | |
Caterpillar (CAT) | 0.3 | $25M | 195k | 126.31 | |
Becton, Dickinson and (BDX) | 0.3 | $24M | 96k | 252.96 | |
Honeywell International (HON) | 0.3 | $24M | 144k | 169.20 | |
Philip Morris International (PM) | 0.3 | $24M | 316k | 75.93 | |
Tcf Financial Corp | 0.3 | $25M | 647k | 38.07 | |
Halliburton Company (HAL) | 0.3 | $24M | 1.3M | 18.85 | |
General Electric Company | 0.2 | $22M | 2.5M | 8.94 | |
Kroger (KR) | 0.2 | $23M | 875k | 25.78 | |
iShares 10+ Year Credit Bond Fund ETF (IGLB) | 0.2 | $21M | 319k | 66.63 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.2 | $22M | 54k | 412.13 | |
KBR (KBR) | 0.2 | $21M | 840k | 24.54 | |
Webster Financial Corporation (WBS) | 0.2 | $21M | 444k | 46.87 | |
Itt (ITT) | 0.2 | $21M | 342k | 61.19 | |
Globus Med Inc cl a (GMED) | 0.2 | $20M | 387k | 51.12 | |
Zoetis Inc Cl A (ZTS) | 0.2 | $19M | 155k | 124.59 | |
Designer Brands (DBI) | 0.2 | $19M | 1.1M | 17.12 | |
Brookfield Asset Management | 0.2 | $18M | 340k | 53.09 | |
Baidu (BIDU) | 0.2 | $18M | 173k | 102.76 | |
Verint Systems (VRNT) | 0.2 | $18M | 429k | 42.78 | |
Coca-Cola Company (KO) | 0.2 | $17M | 312k | 54.44 | |
Medtronic (MDT) | 0.2 | $17M | 156k | 108.51 | |
S&p Global (SPGI) | 0.2 | $17M | 68k | 244.98 | |
Clean Harbors (CLH) | 0.2 | $16M | 207k | 77.20 | |
Curtiss-Wright (CW) | 0.2 | $16M | 123k | 129.37 | |
Wells Fargo & Company (WFC) | 0.2 | $16M | 319k | 50.44 | |
Verizon Communications (VZ) | 0.2 | $17M | 276k | 60.35 | |
Crane | 0.2 | $16M | 197k | 80.63 | |
Allscripts Healthcare Solutions (MDRX) | 0.2 | $16M | 1.5M | 10.98 | |
Rudolph Technologies | 0.2 | $17M | 630k | 26.36 | |
Integra LifeSciences Holdings (IART) | 0.2 | $16M | 268k | 60.07 | |
Encompass Health Corp (EHC) | 0.2 | $16M | 257k | 63.28 | |
Frontdoor (FTDR) | 0.2 | $16M | 331k | 48.57 | |
PNC Financial Services (PNC) | 0.2 | $16M | 112k | 140.16 | |
Stryker Corporation (SYK) | 0.2 | $16M | 72k | 215.63 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.2 | $15M | 135k | 113.35 | |
Rexnord | 0.2 | $15M | 570k | 27.05 | |
American Financial (AFG) | 0.2 | $15M | 135k | 107.85 | |
EnerSys (ENS) | 0.2 | $15M | 221k | 65.94 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $15M | 75k | 193.23 | |
Ss&c Technologies Holding (SSNC) | 0.2 | $15M | 287k | 51.57 | |
3M Company (MMM) | 0.1 | $13M | 81k | 164.40 | |
Energy Transfer Equity (ET) | 0.1 | $14M | 1.0M | 13.08 | |
Corporate Office Properties Trust (CDP) | 0.1 | $13M | 449k | 29.78 | |
ExlService Holdings (EXLS) | 0.1 | $13M | 196k | 66.96 | |
Dupont De Nemours (DD) | 0.1 | $13M | 184k | 71.31 | |
Nuance Communications | 0.1 | $12M | 751k | 16.31 | |
Plantronics | 0.1 | $13M | 334k | 37.32 | |
Haemonetics Corporation (HAE) | 0.1 | $12M | 98k | 126.14 | |
Aaron's | 0.1 | $13M | 199k | 64.06 | |
Maximus (MMS) | 0.1 | $13M | 162k | 77.26 | |
AngioDynamics (ANGO) | 0.1 | $13M | 681k | 18.42 | |
Chemed Corp Com Stk (CHE) | 0.1 | $12M | 30k | 417.56 | |
Bottomline Technologies | 0.1 | $13M | 317k | 39.35 | |
G-III Apparel (GIII) | 0.1 | $12M | 481k | 25.77 | |
Mobile Mini | 0.1 | $13M | 339k | 36.86 | |
Omnicell (OMCL) | 0.1 | $12M | 171k | 72.27 | |
Oxford Industries (OXM) | 0.1 | $13M | 176k | 71.70 | |
Steven Madden (SHOO) | 0.1 | $13M | 355k | 35.79 | |
NuVasive | 0.1 | $12M | 192k | 63.38 | |
Texas Roadhouse (TXRH) | 0.1 | $13M | 239k | 52.52 | |
Glacier Ban (GBCI) | 0.1 | $13M | 315k | 40.46 | |
Movado (MOV) | 0.1 | $13M | 505k | 24.86 | |
Watts Water Technologies (WTS) | 0.1 | $13M | 137k | 93.73 | |
Providence Service Corporation | 0.1 | $13M | 217k | 59.46 | |
Woodward Governor Company (WWD) | 0.1 | $13M | 117k | 107.83 | |
WSFS Financial Corporation (WSFS) | 0.1 | $13M | 292k | 44.10 | |
LogMeIn | 0.1 | $13M | 182k | 70.96 | |
Targa Res Corp (TRGP) | 0.1 | $13M | 321k | 40.17 | |
Chefs Whse (CHEF) | 0.1 | $13M | 314k | 40.32 | |
Yelp Inc cl a (YELP) | 0.1 | $12M | 350k | 34.75 | |
Mondelez Int (MDLZ) | 0.1 | $13M | 233k | 55.32 | |
Inogen (INGN) | 0.1 | $12M | 260k | 47.91 | |
Bio-techne Corporation (TECH) | 0.1 | $12M | 64k | 195.67 | |
Topbuild (BLD) | 0.1 | $13M | 133k | 96.43 | |
On Assignment (ASGN) | 0.1 | $13M | 202k | 62.86 | |
Orthofix Medical (OFIX) | 0.1 | $12M | 233k | 53.02 | |
American Express Company (AXP) | 0.1 | $12M | 102k | 118.42 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $11M | 79k | 141.94 | |
Cogent Communications (CCOI) | 0.1 | $12M | 210k | 55.10 | |
Nice Systems (NICE) | 0.1 | $12M | 83k | 143.80 | |
Aspen Technology | 0.1 | $12M | 96k | 123.08 | |
QuinStreet (QNST) | 0.1 | $12M | 945k | 12.59 | |
Envestnet (ENV) | 0.1 | $12M | 212k | 56.70 | |
8x8 (EGHT) | 0.1 | $12M | 563k | 20.72 | |
American Tower Reit (AMT) | 0.1 | $12M | 54k | 221.13 | |
Bloomin Brands (BLMN) | 0.1 | $12M | 628k | 18.93 | |
Qualys (QLYS) | 0.1 | $12M | 159k | 75.57 | |
Spx Flow | 0.1 | $12M | 300k | 39.46 | |
Adtalem Global Ed (ATGE) | 0.1 | $12M | 312k | 38.09 | |
Cargurus (CARG) | 0.1 | $11M | 367k | 30.95 | |
Comfort Systems USA (FIX) | 0.1 | $11M | 245k | 44.23 | |
Nv5 Holding (NVEE) | 0.1 | $11M | 160k | 68.27 | |
Vericel (VCEL) | 0.1 | $11M | 728k | 15.14 | |
Funko (FNKO) | 0.1 | $11M | 525k | 20.58 | |
Cactus Inc - A (WHD) | 0.1 | $11M | 364k | 28.94 | |
Linde | 0.1 | $11M | 55k | 193.72 | |
Wal-Mart Stores (WMT) | 0.1 | $9.5M | 80k | 118.68 | |
Pfizer (PFE) | 0.1 | $10M | 284k | 35.93 | |
United Parcel Service (UPS) | 0.1 | $9.7M | 81k | 119.82 | |
Harsco Corporation (NVRI) | 0.1 | $10M | 541k | 18.96 | |
CVS Caremark Corporation (CVS) | 0.1 | $10M | 158k | 63.07 | |
Nextera Energy (NEE) | 0.1 | $10M | 44k | 233.00 | |
Marriott International (MAR) | 0.1 | $10M | 82k | 124.37 | |
Enterprise Products Partners (EPD) | 0.1 | $9.9M | 345k | 28.58 | |
Premier (PINC) | 0.1 | $10M | 347k | 28.92 | |
Hp (HPQ) | 0.1 | $9.7M | 514k | 18.92 | |
Tactile Systems Technology, In (TCMD) | 0.1 | $10M | 242k | 42.32 | |
SYSCO Corporation (SYY) | 0.1 | $9.0M | 114k | 79.40 | |
Duke Energy (DUK) | 0.1 | $9.1M | 95k | 95.86 | |
Dominion Resources (D) | 0.1 | $8.3M | 103k | 81.04 | |
T. Rowe Price (TROW) | 0.1 | $7.7M | 67k | 114.26 | |
Qualcomm (QCOM) | 0.1 | $8.5M | 112k | 76.28 | |
iShares Russell 2000 Index (IWM) | 0.1 | $8.3M | 55k | 151.34 | |
Plains All American Pipeline (PAA) | 0.1 | $8.1M | 392k | 20.75 | |
Phillips 66 (PSX) | 0.1 | $7.9M | 77k | 102.44 | |
Chubb (CB) | 0.1 | $7.8M | 49k | 161.44 | |
Avaya Holdings Corp | 0.1 | $8.2M | 805k | 10.23 | |
Yum! Brands (YUM) | 0.1 | $7.1M | 62k | 113.42 | |
American Water Works (AWK) | 0.1 | $7.5M | 60k | 124.24 | |
Abbvie (ABBV) | 0.1 | $7.6M | 101k | 76.06 | |
Broadcom (AVGO) | 0.1 | $7.0M | 25k | 276.21 | |
Western Midstream Partners (WES) | 0.1 | $7.3M | 295k | 24.89 | |
BlackRock (BLK) | 0.1 | $6.4M | 14k | 445.67 | |
AFLAC Incorporated (AFL) | 0.1 | $6.4M | 122k | 52.32 | |
Automatic Data Processing (ADP) | 0.1 | $6.6M | 41k | 161.42 | |
Gilead Sciences (GILD) | 0.1 | $6.6M | 103k | 63.38 | |
MetLife (MET) | 0.1 | $5.9M | 124k | 47.16 | |
Vanguard Long Term Corporate Bond ETF (VCLT) | 0.1 | $6.1M | 60k | 101.13 | |
Mplx (MPLX) | 0.1 | $6.2M | 220k | 28.01 | |
Goldmansachsbdc (GSBD) | 0.1 | $6.4M | 320k | 20.09 | |
Kraft Heinz (KHC) | 0.1 | $6.0M | 215k | 27.93 | |
Eli Lilly & Co. (LLY) | 0.1 | $5.4M | 48k | 111.83 | |
Analog Devices (ADI) | 0.1 | $5.5M | 50k | 111.73 | |
Air Products & Chemicals (APD) | 0.1 | $5.3M | 24k | 221.87 | |
BB&T Corporation | 0.1 | $5.6M | 105k | 53.37 | |
KLA-Tencor Corporation (KLAC) | 0.1 | $5.2M | 33k | 159.44 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $5.7M | 34k | 167.59 | |
General Motors Company (GM) | 0.1 | $5.3M | 142k | 37.48 | |
Crestwood Equity Partners master ltd part | 0.1 | $5.8M | 158k | 36.51 | |
Tidewater (TDW) | 0.1 | $5.2M | 343k | 15.11 | |
Arthur J. Gallagher & Co. (AJG) | 0.1 | $4.5M | 50k | 89.58 | |
Abbott Laboratories (ABT) | 0.1 | $4.9M | 58k | 83.67 | |
Morgan Stanley (MS) | 0.1 | $4.8M | 113k | 42.72 | |
Interpublic Group of Companies (IPG) | 0.1 | $4.5M | 207k | 21.56 | |
Valero Energy Corporation (VLO) | 0.1 | $4.3M | 50k | 85.24 | |
General Mills (GIS) | 0.1 | $4.9M | 89k | 55.14 | |
Prudential Financial (PRU) | 0.1 | $4.6M | 51k | 89.95 | |
Omni (OMC) | 0.1 | $4.1M | 53k | 78.30 | |
Ares Capital Corporation (ARCC) | 0.1 | $4.6M | 247k | 18.64 | |
Eaton (ETN) | 0.1 | $4.5M | 54k | 83.11 | |
Tpg Specialty Lnding Inc equity | 0.1 | $4.2M | 201k | 20.98 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $3.2M | 226k | 14.27 | |
Charles Schwab Corporation (SCHW) | 0.0 | $3.3M | 78k | 41.83 | |
Ameriprise Financial (AMP) | 0.0 | $3.7M | 25k | 146.93 | |
Consolidated Edison (ED) | 0.0 | $3.3M | 35k | 94.46 | |
Cummins (CMI) | 0.0 | $3.7M | 23k | 162.65 | |
Paychex (PAYX) | 0.0 | $3.5M | 43k | 82.76 | |
V.F. Corporation (VFC) | 0.0 | $3.4M | 39k | 89.00 | |
Western Digital (WDC) | 0.0 | $3.3M | 55k | 59.64 | |
Lockheed Martin Corporation (LMT) | 0.0 | $3.7M | 9.6k | 390.02 | |
Target Corporation (TGT) | 0.0 | $3.9M | 36k | 107.21 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $3.8M | 76k | 49.93 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $3.4M | 64k | 53.67 | |
Golub Capital BDC (GBDC) | 0.0 | $4.0M | 210k | 18.84 | |
Telus Ord (TU) | 0.0 | $3.2M | 90k | 35.62 | |
Noble Midstream Partners Lp Com Unit Repst | 0.0 | $3.3M | 135k | 24.12 | |
Blackrock Tcp Cap Corp (TCPC) | 0.0 | $3.5M | 262k | 13.56 | |
Western Union Company (WU) | 0.0 | $2.8M | 120k | 23.17 | |
Canadian Natl Ry (CNI) | 0.0 | $3.1M | 35k | 89.86 | |
Costco Wholesale Corporation (COST) | 0.0 | $3.1M | 11k | 288.08 | |
M&T Bank Corporation (MTB) | 0.0 | $2.3M | 15k | 157.98 | |
Public Storage (PSA) | 0.0 | $2.7M | 11k | 245.29 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $2.6M | 21k | 128.25 | |
General Dynamics Corporation (GD) | 0.0 | $2.8M | 15k | 182.70 | |
Dover Corporation (DOV) | 0.0 | $2.3M | 23k | 99.55 | |
Dcp Midstream Partners | 0.0 | $2.6M | 99k | 26.21 | |
DTE Energy Company (DTE) | 0.0 | $2.6M | 20k | 132.98 | |
Genesis Energy (GEL) | 0.0 | $2.4M | 111k | 21.47 | |
NuStar Energy | 0.0 | $2.4M | 84k | 28.32 | |
Celgene Corporation | 0.0 | $2.7M | 27k | 99.31 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $2.5M | 60k | 41.08 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $2.4M | 21k | 116.28 | |
THL Credit | 0.0 | $3.0M | 441k | 6.80 | |
Cheniere Energy Partners (CQP) | 0.0 | $2.4M | 52k | 45.48 | |
Pretium Res Inc Com Isin# Ca74 | 0.0 | $2.7M | 235k | 11.51 | |
Phillips 66 Partners | 0.0 | $3.1M | 54k | 56.63 | |
Shell Midstream Prtnrs master ltd part | 0.0 | $3.0M | 148k | 20.45 | |
Tallgrass Energy Gp Lp master ltd part | 0.0 | $2.7M | 132k | 20.14 | |
Grupo Televisa (TV) | 0.0 | $1.6M | 165k | 9.78 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $1.8M | 44k | 40.87 | |
Principal Financial (PFG) | 0.0 | $2.0M | 35k | 57.13 | |
Ecolab (ECL) | 0.0 | $1.5M | 7.4k | 197.98 | |
Digital Realty Trust (DLR) | 0.0 | $1.7M | 13k | 129.81 | |
Whirlpool Corporation (WHR) | 0.0 | $1.6M | 10k | 158.39 | |
Raytheon Company | 0.0 | $1.4M | 7.2k | 196.13 | |
AGCO Corporation (AGCO) | 0.0 | $1.9M | 25k | 75.71 | |
Nike (NKE) | 0.0 | $1.9M | 21k | 93.91 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $1.6M | 36k | 44.48 | |
iShares MSCI EAFE Index Fund (EFA) | 0.0 | $1.8M | 28k | 65.20 | |
Ford Motor Company (F) | 0.0 | $1.8M | 196k | 9.16 | |
Danaher Corporation (DHR) | 0.0 | $2.2M | 16k | 144.44 | |
Illinois Tool Works (ITW) | 0.0 | $1.6M | 10k | 156.34 | |
Kellogg Company (K) | 0.0 | $1.8M | 29k | 64.44 | |
C.H. Robinson Worldwide (CHRW) | 0.0 | $1.4M | 17k | 84.75 | |
Magellan Midstream Partners | 0.0 | $1.6M | 24k | 66.26 | |
SPDR KBW Regional Banking (KRE) | 0.0 | $1.4M | 27k | 52.78 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $1.6M | 15k | 101.98 | |
Vanguard Emerging Markets ETF (VWO) | 0.0 | $1.7M | 43k | 40.26 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $1.4M | 16k | 84.82 | |
Vanguard Extended Market ETF (VXF) | 0.0 | $2.0M | 17k | 116.39 | |
Vanguard Consumer Staples ETF (VDC) | 0.0 | $1.6M | 9.9k | 156.55 | |
Kinder Morgan (KMI) | 0.0 | $2.0M | 98k | 20.61 | |
Prologis (PLD) | 0.0 | $1.4M | 17k | 85.23 | |
Stag Industrial (STAG) | 0.0 | $1.5M | 50k | 29.48 | |
Geospace Technologies (GEOS) | 0.0 | $1.4M | 88k | 15.37 | |
Blackberry (BB) | 0.0 | $2.2M | 419k | 5.25 | |
Enlink Midstream (ENLC) | 0.0 | $2.1M | 249k | 8.50 | |
Anthem (ELV) | 0.0 | $2.2M | 9.2k | 239.86 | |
Crown Castle Intl (CCI) | 0.0 | $1.8M | 13k | 138.99 | |
Civista Bancshares Inc equity (CIVB) | 0.0 | $1.9M | 89k | 21.73 | |
Starwood Property Trust (STWD) | 0.0 | $838k | 35k | 24.22 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $1.1M | 25k | 45.19 | |
Norfolk Southern (NSC) | 0.0 | $666k | 3.7k | 179.61 | |
AES Corporation (AES) | 0.0 | $850k | 52k | 16.35 | |
FirstEnergy (FE) | 0.0 | $511k | 11k | 48.21 | |
Cardinal Health (CAH) | 0.0 | $1.2M | 25k | 47.19 | |
Cerner Corporation | 0.0 | $545k | 8.0k | 68.12 | |
Microchip Technology (MCHP) | 0.0 | $498k | 5.4k | 92.82 | |
Mid-America Apartment (MAA) | 0.0 | $886k | 6.8k | 129.95 | |
Emerson Electric (EMR) | 0.0 | $1.3M | 19k | 66.87 | |
Thermo Fisher Scientific (TMO) | 0.0 | $641k | 2.2k | 291.10 | |
ConocoPhillips (COP) | 0.0 | $942k | 17k | 56.96 | |
Diageo (DEO) | 0.0 | $1.0M | 6.2k | 163.48 | |
Royal Dutch Shell | 0.0 | $765k | 13k | 58.87 | |
American Electric Power Company (AEP) | 0.0 | $1.1M | 12k | 93.72 | |
Weyerhaeuser Company (WY) | 0.0 | $920k | 33k | 27.69 | |
iShares S&P 500 Index (IVV) | 0.0 | $1.0M | 3.5k | 298.45 | |
Exelon Corporation (EXC) | 0.0 | $1.2M | 24k | 48.29 | |
Total (TTE) | 0.0 | $659k | 13k | 52.02 | |
Williams Companies (WMB) | 0.0 | $600k | 25k | 24.05 | |
Lowe's Companies (LOW) | 0.0 | $851k | 7.7k | 109.95 | |
SL Green Realty | 0.0 | $507k | 6.2k | 81.77 | |
Brookfield Infrastructure Part (BIP) | 0.0 | $844k | 17k | 49.61 | |
Hershey Company (HSY) | 0.0 | $821k | 5.3k | 154.91 | |
AvalonBay Communities (AVB) | 0.0 | $1.0M | 4.7k | 215.32 | |
Vornado Realty Trust (VNO) | 0.0 | $452k | 7.1k | 63.66 | |
Sempra Energy (SRE) | 0.0 | $797k | 5.4k | 147.62 | |
Highwoods Properties (HIW) | 0.0 | $1.2M | 27k | 44.93 | |
J.M. Smucker Company (SJM) | 0.0 | $581k | 5.3k | 110.04 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.0 | $836k | 9.5k | 88.00 | |
Ventas (VTR) | 0.0 | $1.3M | 18k | 73.04 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $649k | 6.5k | 99.46 | |
American Campus Communities | 0.0 | $1.1M | 23k | 48.08 | |
Atmos Energy Corporation (ATO) | 0.0 | $735k | 6.5k | 113.95 | |
CenterPoint Energy (CNP) | 0.0 | $845k | 28k | 30.18 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $637k | 6.0k | 106.97 | |
Omega Healthcare Investors (OHI) | 0.0 | $825k | 20k | 41.72 | |
Park National Corporation (PRK) | 0.0 | $582k | 6.1k | 94.76 | |
South Jersey Industries | 0.0 | $624k | 19k | 32.89 | |
TC Pipelines | 0.0 | $1.2M | 29k | 40.68 | |
Unilever (UL) | 0.0 | $1.1M | 19k | 60.07 | |
Aqua America | 0.0 | $478k | 11k | 44.87 | |
Agree Realty Corporation (ADC) | 0.0 | $710k | 9.7k | 73.20 | |
HCP | 0.0 | $1.2M | 33k | 35.62 | |
National Health Investors (NHI) | 0.0 | $664k | 8.1k | 82.40 | |
National Retail Properties (NNN) | 0.0 | $748k | 13k | 56.40 | |
Precision Drilling Corporation | 0.0 | $874k | 760k | 1.15 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $812k | 5.1k | 159.59 | |
Boston Properties (BXP) | 0.0 | $947k | 7.3k | 129.73 | |
Oneok (OKE) | 0.0 | $1.2M | 17k | 73.68 | |
Regency Centers Corporation (REG) | 0.0 | $980k | 14k | 69.50 | |
Udr (UDR) | 0.0 | $819k | 17k | 48.46 | |
Camden Property Trust (CPT) | 0.0 | $1.1M | 9.9k | 111.01 | |
Tesla Motors (TSLA) | 0.0 | $1.2M | 5.1k | 240.84 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $470k | 4.1k | 114.13 | |
iShares Dow Jones US Utilities (IDU) | 0.0 | $480k | 3.0k | 162.71 | |
Pebblebrook Hotel Trust (PEB) | 0.0 | $651k | 23k | 27.82 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $998k | 6.5k | 153.94 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $820k | 14k | 57.90 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $942k | 7.9k | 119.97 | |
CoreSite Realty | 0.0 | $673k | 5.5k | 122.07 | |
Vanguard REIT ETF (VNQ) | 0.0 | $1.3M | 15k | 93.27 | |
Vanguard High Dividend Yield ETF (VYM) | 0.0 | $946k | 11k | 88.68 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $575k | 15k | 37.54 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $632k | 21k | 30.72 | |
iShares Dow Jones US Technology (IYW) | 0.0 | $945k | 4.6k | 204.15 | |
BlackRock Floating Rate Income Trust (BGT) | 0.0 | $526k | 43k | 12.27 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $582k | 7.2k | 81.06 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $742k | 8.1k | 91.19 | |
Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.0 | $589k | 4.8k | 121.64 | |
Marathon Petroleum Corp (MPC) | 0.0 | $794k | 13k | 60.70 | |
Brookfield Renewable energy partners lpu (BEP) | 0.0 | $451k | 11k | 40.63 | |
Wpx Energy | 0.0 | $670k | 63k | 10.59 | |
Epr Properties (EPR) | 0.0 | $469k | 6.1k | 76.89 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $476k | 7.8k | 61.02 | |
Blackstone Mtg Tr (BXMT) | 0.0 | $751k | 21k | 35.83 | |
Cdw (CDW) | 0.0 | $766k | 6.2k | 123.19 | |
Physicians Realty Trust | 0.0 | $595k | 34k | 17.76 | |
One Gas (OGS) | 0.0 | $577k | 6.0k | 96.17 | |
Enable Midstream | 0.0 | $1.3M | 107k | 12.03 | |
Caretrust Reit (CTRE) | 0.0 | $679k | 29k | 23.49 | |
Nextera Energy Partners (NEP) | 0.0 | $592k | 11k | 52.86 | |
Citizens Financial (CFG) | 0.0 | $470k | 13k | 35.39 | |
Store Capital Corp reit | 0.0 | $997k | 27k | 37.42 | |
Box Inc cl a (BOX) | 0.0 | $733k | 44k | 16.55 | |
Easterly Government Properti reit (DEA) | 0.0 | $462k | 22k | 21.29 | |
Allergan | 0.0 | $686k | 4.1k | 168.34 | |
Civista Bancshares Inc 6.50% pfd ser b | 0.0 | $584k | 8.0k | 73.00 | |
Paypal Holdings (PYPL) | 0.0 | $881k | 8.5k | 103.60 | |
Welltower Inc Com reit (WELL) | 0.0 | $1.3M | 14k | 90.65 | |
Medpace Hldgs (MEDP) | 0.0 | $588k | 7.0k | 84.00 | |
Oasis Midstream Partners Lp equity | 0.0 | $1.1M | 68k | 15.97 | |
Redfin Corp (RDFN) | 0.0 | $674k | 40k | 16.84 | |
Vici Pptys (VICI) | 0.0 | $777k | 34k | 22.65 | |
Evergy (EVRG) | 0.0 | $654k | 9.8k | 66.61 | |
Resideo Technologies (REZI) | 0.0 | $659k | 46k | 14.35 | |
Apartment Invt And Mgmt Co -a | 0.0 | $944k | 18k | 52.15 | |
Dow (DOW) | 0.0 | $942k | 20k | 47.63 | |
Service Pptys Tr (SVC) | 0.0 | $724k | 28k | 25.79 | |
BP (BP) | 0.0 | $217k | 5.7k | 38.06 | |
Covanta Holding Corporation | 0.0 | $181k | 11k | 17.28 | |
HSBC Holdings (HSBC) | 0.0 | $247k | 6.5k | 38.26 | |
Progressive Corporation (PGR) | 0.0 | $333k | 4.3k | 77.21 | |
Lincoln National Corporation (LNC) | 0.0 | $320k | 5.3k | 60.39 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.0 | $287k | 4.2k | 68.92 | |
FedEx Corporation (FDX) | 0.0 | $0 | 202k | 0.00 | |
Sony Corporation (SONY) | 0.0 | $260k | 4.4k | 59.09 | |
Pulte (PHM) | 0.0 | $333k | 9.1k | 36.55 | |
Cameco Corporation (CCJ) | 0.0 | $217k | 23k | 9.51 | |
Host Hotels & Resorts (HST) | 0.0 | $270k | 16k | 17.31 | |
Kohl's Corporation (KSS) | 0.0 | $329k | 6.6k | 49.69 | |
RPM International (RPM) | 0.0 | $320k | 4.7k | 68.82 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $327k | 1.2k | 276.42 | |
Charles River Laboratories (CRL) | 0.0 | $225k | 1.7k | 132.35 | |
United Rentals (URI) | 0.0 | $365k | 2.9k | 124.70 | |
NiSource (NI) | 0.0 | $228k | 7.6k | 29.88 | |
Allstate Corporation (ALL) | 0.0 | $372k | 3.4k | 108.55 | |
Berkshire Hathaway (BRK.A) | 0.0 | $312k | 1.00 | 312000.00 | |
Cenovus Energy (CVE) | 0.0 | $176k | 19k | 9.38 | |
Colgate-Palmolive Company (CL) | 0.0 | $271k | 3.7k | 73.40 | |
Intuitive Surgical (ISRG) | 0.0 | $227k | 420.00 | 540.48 | |
Macy's (M) | 0.0 | $161k | 10k | 15.55 | |
Rio Tinto (RIO) | 0.0 | $304k | 5.8k | 52.11 | |
Southern Company (SO) | 0.0 | $296k | 4.8k | 61.67 | |
W.R. Berkley Corporation (WRB) | 0.0 | $406k | 5.6k | 72.25 | |
AutoZone (AZO) | 0.0 | $324k | 299.00 | 1083.61 | |
PPL Corporation (PPL) | 0.0 | $210k | 6.7k | 31.48 | |
Public Service Enterprise (PEG) | 0.0 | $348k | 5.6k | 62.15 | |
Pioneer Natural Resources | 0.0 | $362k | 2.9k | 125.69 | |
Pioneer Floating Rate Trust (PHD) | 0.0 | $242k | 23k | 10.52 | |
NVR (NVR) | 0.0 | $342k | 92.00 | 3717.39 | |
Delta Air Lines (DAL) | 0.0 | $324k | 5.6k | 57.68 | |
ON Semiconductor (ON) | 0.0 | $311k | 16k | 19.23 | |
Enbridge (ENB) | 0.0 | $310k | 8.8k | 35.03 | |
Sun Life Financial (SLF) | 0.0 | $333k | 7.4k | 44.85 | |
Zions Bancorporation (ZION) | 0.0 | $235k | 5.3k | 44.51 | |
Oshkosh Corporation (OSK) | 0.0 | $316k | 4.2k | 75.82 | |
Southwest Airlines (LUV) | 0.0 | $237k | 4.4k | 53.96 | |
Westpac Banking Corporation | 0.0 | $255k | 13k | 20.01 | |
Alexion Pharmaceuticals | 0.0 | $207k | 2.1k | 97.78 | |
ING Groep (ING) | 0.0 | $242k | 23k | 10.46 | |
Wabtec Corporation (WAB) | 0.0 | $369k | 5.1k | 71.82 | |
Bk Nova Cad (BNS) | 0.0 | $217k | 3.8k | 56.72 | |
Extra Space Storage (EXR) | 0.0 | $424k | 3.6k | 116.71 | |
F5 Networks (FFIV) | 0.0 | $284k | 2.0k | 140.59 | |
Kansas City Southern | 0.0 | $226k | 1.7k | 132.94 | |
McCormick & Company, Incorporated (MKC) | 0.0 | $211k | 1.4k | 156.30 | |
PacWest Ban | 0.0 | $221k | 6.1k | 36.39 | |
Ametek (AME) | 0.0 | $445k | 4.9k | 91.75 | |
Getty Realty (GTY) | 0.0 | $365k | 11k | 32.02 | |
U.S. Auto Parts Network | 0.0 | $56k | 36k | 1.55 | |
Macerich Company (MAC) | 0.0 | $234k | 7.4k | 31.62 | |
Vanguard Large-Cap ETF (VV) | 0.0 | $437k | 3.2k | 136.35 | |
Weingarten Realty Investors | 0.0 | $396k | 14k | 29.12 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $349k | 4.0k | 87.27 | |
Retail Opportunity Investments (ROIC) | 0.0 | $444k | 24k | 18.25 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $257k | 1.7k | 151.18 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $284k | 2.4k | 119.58 | |
Alerian Mlp Etf | 0.0 | $196k | 22k | 9.14 | |
Industries N shs - a - (LYB) | 0.0 | $286k | 3.2k | 89.40 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $224k | 2.7k | 84.31 | |
iShares S&P Global Energy Sector (IXC) | 0.0 | $312k | 10k | 30.59 | |
Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $336k | 27k | 12.49 | |
Nuveen Floating Rate Income Fund (JFR) | 0.0 | $245k | 25k | 9.72 | |
LCNB (LCNB) | 0.0 | $257k | 15k | 17.75 | |
Crescent Point Energy Trust | 0.0 | $94k | 22k | 4.27 | |
Te Connectivity Ltd for (TEL) | 0.0 | $368k | 3.9k | 93.28 | |
Cubesmart (CUBE) | 0.0 | $276k | 7.9k | 34.94 | |
Ryman Hospitality Pptys (RHP) | 0.0 | $442k | 5.4k | 81.85 | |
Summit Midstream Partners | 0.0 | $264k | 54k | 4.87 | |
Cyrusone | 0.0 | $237k | 3.0k | 79.00 | |
Usa Compression Partners (USAC) | 0.0 | $349k | 20k | 17.29 | |
Hannon Armstrong (HASI) | 0.0 | $245k | 8.4k | 29.17 | |
Catchmark Timber Tr Inc cl a | 0.0 | $330k | 31k | 10.68 | |
Qts Realty Trust | 0.0 | $401k | 7.8k | 51.41 | |
Sprague Res | 0.0 | $281k | 16k | 17.68 | |
Ladder Capital Corp Class A (LADR) | 0.0 | $254k | 15k | 17.28 | |
Parsley Energy Inc-class A | 0.0 | $279k | 17k | 16.82 | |
Pbf Logistics Lp unit ltd ptnr | 0.0 | $231k | 11k | 21.19 | |
Independence Contract Dril I | 0.0 | $165k | 137k | 1.20 | |
Healthcare Tr Amer Inc cl a | 0.0 | $215k | 7.3k | 29.43 | |
Qorvo (QRVO) | 0.0 | $324k | 4.4k | 74.09 | |
Jernigan Cap | 0.0 | $370k | 19k | 19.27 | |
Hersha Hospitality Tr Pr Shs Ben Int | 0.0 | $237k | 16k | 14.85 | |
Four Corners Ppty Tr (FCPT) | 0.0 | $283k | 10k | 28.30 | |
Life Storage Inc reit | 0.0 | $432k | 4.1k | 105.37 | |
Centennial Resource Developmen cs | 0.0 | $420k | 93k | 4.51 | |
Plains Gp Holdings Lp-cl A (PAGP) | 0.0 | $313k | 15k | 21.25 | |
National Grid (NGG) | 0.0 | $230k | 4.2k | 54.17 | |
J P Morgan Exchange Traded F ultra shrt (JPST) | 0.0 | $217k | 4.3k | 50.41 | |
Tapestry (TPR) | 0.0 | $235k | 9.0k | 26.00 | |
Delphi Automotive Inc international (APTV) | 0.0 | $367k | 4.2k | 87.38 | |
Iqvia Holdings (IQV) | 0.0 | $391k | 2.6k | 149.27 | |
Industrial Logistics pfds, reits (ILPT) | 0.0 | $423k | 20k | 21.26 | |
Invesco Db Commodity Index Tracking Fund Invsc Trackng Etf unit (DBC) | 0.0 | $263k | 18k | 15.03 | |
Essential Properties Realty reit (EPRT) | 0.0 | $357k | 16k | 22.88 | |
Garrett Motion (GTX) | 0.0 | $275k | 28k | 9.97 | |
Corteva (CTVA) | 0.0 | $407k | 15k | 27.97 | |
L3harris Technologies (LHX) | 0.0 | $204k | 980.00 | 208.16 |