Naples Global Advisors as of Dec. 31, 2019
Portfolio Holdings for Naples Global Advisors
Naples Global Advisors holds 318 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Procter & Gamble Company (PG) | 3.4 | $16M | 130k | 124.90 | |
Apple (AAPL) | 2.8 | $13M | 45k | 293.65 | |
Microsoft Corporation (MSFT) | 2.4 | $11M | 71k | 157.70 | |
Vanguard Large-Cap ETF (VV) | 2.4 | $11M | 76k | 147.83 | |
iShares S&P 1500 Index Fund (ITOT) | 1.6 | $7.7M | 106k | 72.69 | |
Boeing Company (BA) | 1.6 | $7.4M | 23k | 325.75 | |
Taiwan Semiconductor Mfg (TSM) | 1.4 | $6.6M | 113k | 58.10 | |
Merck & Co (MRK) | 1.3 | $6.1M | 67k | 90.95 | |
Amgen (AMGN) | 1.2 | $5.7M | 24k | 241.07 | |
iShares S&P MidCap 400 Index (IJH) | 1.2 | $5.7M | 28k | 205.84 | |
Intel Corporation (INTC) | 1.1 | $5.2M | 87k | 59.85 | |
Accenture (ACN) | 1.0 | $4.9M | 23k | 210.59 | |
Home Depot (HD) | 1.0 | $4.7M | 21k | 218.37 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.9 | $4.5M | 56k | 81.02 | |
Packaging Corporation of America (PKG) | 0.9 | $4.5M | 40k | 112.00 | |
Corning Incorporated (GLW) | 0.9 | $4.4M | 152k | 29.11 | |
Walt Disney Company (DIS) | 0.9 | $4.2M | 29k | 144.62 | |
Medtronic (MDT) | 0.9 | $4.2M | 37k | 113.44 | |
Analog Devices (ADI) | 0.9 | $4.1M | 34k | 118.85 | |
Paychex (PAYX) | 0.8 | $4.1M | 48k | 85.06 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.8 | $4.0M | 65k | 61.90 | |
Broadcom (AVGO) | 0.8 | $4.0M | 13k | 316.05 | |
iShares S&P 500 Index (IVV) | 0.8 | $4.0M | 12k | 323.25 | |
Spdr S&p 500 Etf (SPY) | 0.8 | $3.9M | 12k | 321.91 | |
Johnson & Johnson (JNJ) | 0.8 | $3.8M | 26k | 145.88 | |
Lockheed Martin Corporation (LMT) | 0.8 | $3.7M | 9.5k | 389.41 | |
Vanguard Total Stock Market ETF (VTI) | 0.8 | $3.7M | 23k | 163.60 | |
Rio Tinto (RIO) | 0.8 | $3.6M | 60k | 59.36 | |
Southern Company (SO) | 0.8 | $3.6M | 56k | 63.69 | |
3M Company (MMM) | 0.7 | $3.5M | 20k | 176.44 | |
Abbvie (ABBV) | 0.7 | $3.5M | 39k | 88.53 | |
Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.7 | $3.4M | 230k | 14.95 | |
Microchip Technology (MCHP) | 0.7 | $3.4M | 32k | 104.71 | |
McDonald's Corporation (MCD) | 0.7 | $3.3M | 17k | 197.62 | |
BlackRock (BLK) | 0.7 | $3.3M | 6.5k | 502.77 | |
Infosys Technologies (INFY) | 0.7 | $3.2M | 308k | 10.32 | |
UnitedHealth (UNH) | 0.7 | $3.2M | 11k | 293.97 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.7 | $3.1M | 8.3k | 375.37 | |
Mkt Vectors Short H/y Mun Inde ef (SHYD) | 0.7 | $3.1M | 125k | 25.20 | |
International Flavors & Fragrances (IFF) | 0.7 | $3.1M | 24k | 129.02 | |
Sap (SAP) | 0.7 | $3.1M | 23k | 133.97 | |
Digital Realty Trust (DLR) | 0.6 | $3.0M | 25k | 119.74 | |
U.S. Bancorp (USB) | 0.6 | $2.9M | 50k | 59.29 | |
Cisco Systems (CSCO) | 0.6 | $3.0M | 62k | 47.95 | |
Vanguard Emerging Markets ETF (VWO) | 0.6 | $3.0M | 66k | 44.48 | |
United Parcel Service (UPS) | 0.6 | $2.9M | 25k | 117.07 | |
At&t (T) | 0.6 | $2.9M | 75k | 39.08 | |
Schwab U S Broad Market ETF (SCHB) | 0.6 | $2.9M | 38k | 76.87 | |
Algonquin Power & Utilities equs (AQN) | 0.6 | $2.8M | 197k | 14.15 | |
Leidos Holdings (LDOS) | 0.6 | $2.7M | 28k | 97.90 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $2.7M | 19k | 139.42 | |
Starbucks Corporation (SBUX) | 0.6 | $2.7M | 31k | 87.91 | |
Royal Dutch Shell | 0.6 | $2.6M | 44k | 59.97 | |
Exxon Mobil Corporation (XOM) | 0.5 | $2.5M | 36k | 69.78 | |
Pfizer (PFE) | 0.5 | $2.4M | 61k | 39.18 | |
Weingarten Realty Investors | 0.5 | $2.2M | 72k | 31.25 | |
Linde | 0.5 | $2.3M | 11k | 212.92 | |
Norfolk Southern (NSC) | 0.5 | $2.2M | 11k | 194.09 | |
Lam Research Corporation (LRCX) | 0.5 | $2.2M | 7.6k | 292.40 | |
Pepsi (PEP) | 0.5 | $2.2M | 16k | 136.70 | |
Eli Lilly & Co. (LLY) | 0.4 | $2.1M | 16k | 131.43 | |
Cibc Cad (CM) | 0.4 | $2.1M | 25k | 83.18 | |
ORIX Corporation (IX) | 0.4 | $2.1M | 25k | 83.40 | |
RPM International (RPM) | 0.4 | $2.0M | 27k | 76.78 | |
Unilever (UL) | 0.4 | $2.1M | 36k | 57.16 | |
Cracker Barrel Old Country Store (CBRL) | 0.4 | $2.0M | 13k | 153.73 | |
Novartis (NVS) | 0.4 | $2.0M | 21k | 94.70 | |
Diageo (DEO) | 0.4 | $2.0M | 12k | 168.42 | |
Texas Instruments Incorporated (TXN) | 0.4 | $2.0M | 16k | 128.32 | |
Amazon (AMZN) | 0.4 | $2.0M | 1.1k | 1847.93 | |
Flexshares Tr mornstar upstr (GUNR) | 0.4 | $2.0M | 59k | 33.53 | |
Raytheon Company | 0.4 | $2.0M | 8.9k | 219.72 | |
Oracle Corporation (ORCL) | 0.4 | $2.0M | 37k | 52.99 | |
Macquarie Infrastructure Company | 0.4 | $2.0M | 46k | 42.84 | |
Albemarle Corporation (ALB) | 0.4 | $2.0M | 27k | 73.04 | |
Watsco, Incorporated (WSO) | 0.4 | $1.9M | 11k | 180.13 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.4 | $1.8M | 67k | 27.37 | |
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.4 | $1.9M | 35k | 53.54 | |
Clorox Company (CLX) | 0.4 | $1.8M | 12k | 153.57 | |
Crown Castle Intl (CCI) | 0.4 | $1.8M | 13k | 142.17 | |
CSX Corporation (CSX) | 0.4 | $1.8M | 25k | 72.38 | |
iShares MSCI EAFE Index Fund (EFA) | 0.4 | $1.8M | 25k | 69.44 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.4 | $1.8M | 19k | 91.35 | |
Facebook Inc cl a (META) | 0.4 | $1.7M | 8.5k | 205.24 | |
Sonoco Products Company (SON) | 0.4 | $1.7M | 28k | 61.72 | |
V.F. Corporation (VFC) | 0.4 | $1.7M | 17k | 99.66 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.4 | $1.7M | 30k | 57.91 | |
Bristol Myers Squibb (BMY) | 0.3 | $1.7M | 26k | 64.18 | |
Emerson Electric (EMR) | 0.3 | $1.7M | 22k | 76.25 | |
GlaxoSmithKline | 0.3 | $1.7M | 36k | 46.99 | |
Huntsman Corporation (HUN) | 0.3 | $1.7M | 69k | 24.17 | |
Bce (BCE) | 0.3 | $1.6M | 35k | 46.35 | |
iShares Russell Midcap Index Fund (IWR) | 0.3 | $1.6M | 27k | 59.62 | |
Dow (DOW) | 0.3 | $1.6M | 30k | 54.73 | |
AstraZeneca (AZN) | 0.3 | $1.6M | 32k | 49.86 | |
Ishares Tr 0-5yr hi yl cp (SHYG) | 0.3 | $1.6M | 33k | 46.44 | |
Carnival Corporation (CCL) | 0.3 | $1.5M | 30k | 50.84 | |
Nextera Energy (NEE) | 0.3 | $1.5M | 6.3k | 242.21 | |
Target Corporation (TGT) | 0.3 | $1.5M | 12k | 128.21 | |
CenterPoint Energy (CNP) | 0.3 | $1.5M | 55k | 27.28 | |
Magic Software Enterprises (MGIC) | 0.3 | $1.5M | 158k | 9.78 | |
Schwab International Equity ETF (SCHF) | 0.3 | $1.5M | 45k | 33.64 | |
United Technologies Corporation | 0.3 | $1.5M | 9.7k | 149.73 | |
Vanguard Information Technology ETF (VGT) | 0.3 | $1.5M | 6.0k | 244.80 | |
Travelers Companies (TRV) | 0.3 | $1.4M | 10k | 136.98 | |
Dollar General (DG) | 0.3 | $1.4M | 9.0k | 156.03 | |
Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.3 | $1.4M | 106k | 13.57 | |
Safety Insurance (SAFT) | 0.3 | $1.4M | 15k | 92.51 | |
Xilinx | 0.3 | $1.4M | 14k | 97.78 | |
Enviva Partners Lp master ltd part | 0.3 | $1.4M | 38k | 37.31 | |
Realty Income (O) | 0.3 | $1.3M | 18k | 73.64 | |
Bank Of Montreal Cadcom (BMO) | 0.3 | $1.3M | 17k | 77.48 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.3 | $1.3M | 23k | 58.00 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.3 | $1.3M | 43k | 30.84 | |
Blackstone Group Inc Com Cl A (BX) | 0.3 | $1.4M | 24k | 55.95 | |
Us Ecology | 0.3 | $1.3M | 23k | 57.91 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $1.3M | 9.3k | 137.58 | |
AFLAC Incorporated (AFL) | 0.3 | $1.3M | 25k | 52.90 | |
Honeywell International (HON) | 0.3 | $1.3M | 7.3k | 177.04 | |
Ares Capital Corporation (ARCC) | 0.3 | $1.3M | 68k | 18.65 | |
Global X Fds glbl x mlp etf | 0.3 | $1.3M | 165k | 7.88 | |
Blackstone Mtg Tr (BXMT) | 0.3 | $1.3M | 35k | 37.22 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $1.3M | 971.00 | 1336.77 | |
Ishares Tr broad usd high (USHY) | 0.3 | $1.3M | 31k | 41.10 | |
Berkshire Hathaway (BRK.B) | 0.3 | $1.3M | 5.6k | 226.47 | |
Kroger (KR) | 0.3 | $1.2M | 43k | 28.98 | |
Vanguard Admiral Fds Inc cmn (IVOO) | 0.3 | $1.2M | 9.0k | 138.91 | |
Wal-Mart Stores (WMT) | 0.2 | $1.2M | 10k | 118.80 | |
Avista Corporation (AVA) | 0.2 | $1.2M | 24k | 48.10 | |
Compania Cervecerias Unidas (CCU) | 0.2 | $1.2M | 62k | 18.97 | |
One Liberty Properties (OLP) | 0.2 | $1.2M | 45k | 27.18 | |
Duke Energy (DUK) | 0.2 | $1.2M | 13k | 91.18 | |
Bank of America Corporation (BAC) | 0.2 | $1.1M | 33k | 35.23 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.2 | $1.2M | 11k | 106.81 | |
Community Healthcare Tr (CHCT) | 0.2 | $1.1M | 27k | 42.87 | |
China Mobile | 0.2 | $1.1M | 26k | 42.26 | |
Union Pacific Corporation (UNP) | 0.2 | $1.1M | 6.0k | 180.82 | |
Molson Coors Brewing Company (TAP) | 0.2 | $1.1M | 20k | 53.89 | |
Old Republic International Corporation (ORI) | 0.2 | $1.1M | 49k | 22.37 | |
Southside Bancshares (SBSI) | 0.2 | $1.1M | 30k | 37.14 | |
Caterpillar (CAT) | 0.2 | $1.1M | 7.2k | 147.69 | |
Sanofi-Aventis SA (SNY) | 0.2 | $1.1M | 21k | 50.18 | |
Silicon Motion Technology (SIMO) | 0.2 | $1.0M | 21k | 50.70 | |
Spdr Ser Tr cmn (FLRN) | 0.2 | $1.1M | 35k | 30.73 | |
Walgreen Boots Alliance (WBA) | 0.2 | $1.0M | 18k | 58.95 | |
Stanley Black & Decker (SWK) | 0.2 | $979k | 5.9k | 165.74 | |
Umpqua Holdings Corporation | 0.2 | $1.0M | 57k | 17.69 | |
Cedar Fair | 0.2 | $1.0M | 18k | 55.46 | |
Columbia Banking System (COLB) | 0.2 | $998k | 25k | 40.70 | |
Ishares Tr core div grwth (DGRO) | 0.2 | $985k | 23k | 42.08 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $1.0M | 753.00 | 1339.97 | |
Charles Schwab Corporation (SCHW) | 0.2 | $961k | 20k | 47.57 | |
Leggett & Platt (LEG) | 0.2 | $937k | 18k | 50.83 | |
Altria (MO) | 0.2 | $934k | 19k | 49.90 | |
Allegiant Travel Company (ALGT) | 0.2 | $938k | 5.4k | 174.03 | |
Bar Harbor Bankshares (BHB) | 0.2 | $932k | 37k | 25.39 | |
Ishares Inc core msci emkt (IEMG) | 0.2 | $976k | 18k | 53.74 | |
Chevron Corporation (CVX) | 0.2 | $917k | 7.6k | 120.47 | |
Prudential Financial (PRU) | 0.2 | $885k | 9.4k | 93.69 | |
First Ban (FNLC) | 0.2 | $925k | 31k | 30.23 | |
WisdomTree India Earnings Fund (EPI) | 0.2 | $924k | 37k | 24.89 | |
Ingredion Incorporated (INGR) | 0.2 | $883k | 9.5k | 92.90 | |
Chubb (CB) | 0.2 | $912k | 5.9k | 155.58 | |
American Express Company (AXP) | 0.2 | $875k | 7.0k | 124.56 | |
Hercules Technology Growth Capital (HTGC) | 0.2 | $847k | 60k | 14.02 | |
Macquarie Global Infr Total Rtrn Fnd | 0.2 | $867k | 35k | 24.82 | |
Preferred Apartment Communitie | 0.2 | $836k | 63k | 13.31 | |
Bio-techne Corporation (TECH) | 0.2 | $878k | 4.0k | 219.50 | |
Lamar Advertising Co-a (LAMR) | 0.2 | $843k | 9.4k | 89.30 | |
Invesco Exchng Traded Fd Tr china technlgy (CQQQ) | 0.2 | $866k | 17k | 52.61 | |
Moody's Corporation (MCO) | 0.2 | $811k | 3.4k | 237.48 | |
Philip Morris International (PM) | 0.2 | $822k | 9.7k | 85.14 | |
iShares S&P SmallCap 600 Index (IJR) | 0.2 | $799k | 9.5k | 83.84 | |
Truist Financial Corp equities (TFC) | 0.2 | $832k | 15k | 56.33 | |
Cognizant Technology Solutions (CTSH) | 0.2 | $751k | 12k | 62.04 | |
CVS Caremark Corporation (CVS) | 0.2 | $742k | 10k | 74.28 | |
ConAgra Foods (CAG) | 0.2 | $744k | 22k | 34.22 | |
Financial Select Sector SPDR (XLF) | 0.2 | $747k | 24k | 30.76 | |
Knot Offshore Partners (KNOP) | 0.2 | $763k | 39k | 19.80 | |
Coca Cola European Partners (CCEP) | 0.2 | $757k | 15k | 50.91 | |
Starwood Property Trust (STWD) | 0.1 | $714k | 29k | 24.87 | |
Visa (V) | 0.1 | $713k | 3.8k | 187.98 | |
Omni (OMC) | 0.1 | $691k | 8.5k | 81.07 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $727k | 4.4k | 165.64 | |
First Interstate Bancsystem (FIBK) | 0.1 | $734k | 18k | 41.94 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $706k | 13k | 53.63 | |
iShares S&P Global Infrastructure Index (IGF) | 0.1 | $721k | 15k | 47.90 | |
Te Connectivity Ltd for (TEL) | 0.1 | $711k | 7.4k | 95.90 | |
Spdr Short-term High Yield mf (SJNK) | 0.1 | $732k | 27k | 26.94 | |
Automatic Data Processing (ADP) | 0.1 | $654k | 3.8k | 170.40 | |
Verizon Communications (VZ) | 0.1 | $671k | 11k | 61.41 | |
General Mills (GIS) | 0.1 | $661k | 12k | 53.57 | |
Vanguard Short-Term Bond ETF (BSV) | 0.1 | $672k | 8.3k | 80.62 | |
Church & Dwight (CHD) | 0.1 | $675k | 9.6k | 70.31 | |
Ishares High Dividend Equity F (HDV) | 0.1 | $648k | 6.6k | 98.02 | |
Intercontinental Exchange (ICE) | 0.1 | $655k | 7.1k | 92.57 | |
Expeditors International of Washington (EXPD) | 0.1 | $604k | 7.7k | 77.97 | |
Grupo Aeroportuario del Centro Nort (OMAB) | 0.1 | $618k | 10k | 59.91 | |
CoreSite Realty | 0.1 | $633k | 5.6k | 112.19 | |
Cheniere Energy Partners (CQP) | 0.1 | $601k | 15k | 39.83 | |
Eagle Ban (EBMT) | 0.1 | $624k | 29k | 21.41 | |
Schwab U S Small Cap ETF (SCHA) | 0.1 | $605k | 8.0k | 75.62 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $624k | 8.1k | 76.82 | |
Abbott Laboratories (ABT) | 0.1 | $573k | 6.6k | 86.86 | |
ConocoPhillips (COP) | 0.1 | $556k | 8.5k | 65.05 | |
General Dynamics Corporation (GD) | 0.1 | $558k | 3.2k | 176.30 | |
Enbridge (ENB) | 0.1 | $582k | 15k | 39.75 | |
iShares Russell 2000 Index (IWM) | 0.1 | $571k | 3.4k | 165.65 | |
Old National Ban (ONB) | 0.1 | $593k | 32k | 18.30 | |
United Bankshares (UBSI) | 0.1 | $580k | 15k | 38.67 | |
Gentex Corporation (GNTX) | 0.1 | $585k | 20k | 28.99 | |
Pinnacle West Capital Corporation (PNW) | 0.1 | $578k | 6.4k | 89.96 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.1 | $584k | 11k | 55.73 | |
Flexshares Tr iboxx 3r targt (TDTT) | 0.1 | $559k | 23k | 24.73 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.1 | $572k | 12k | 49.08 | |
Cnx Midstream Partners | 0.1 | $553k | 34k | 16.47 | |
Evergy (EVRG) | 0.1 | $551k | 8.5k | 65.10 | |
Lincoln National Corporation (LNC) | 0.1 | $532k | 9.0k | 59.00 | |
Costco Wholesale Corporation (COST) | 0.1 | $547k | 1.9k | 293.93 | |
Genuine Parts Company (GPC) | 0.1 | $502k | 4.7k | 106.24 | |
Becton, Dickinson and (BDX) | 0.1 | $526k | 1.9k | 271.83 | |
Qualcomm (QCOM) | 0.1 | $505k | 5.7k | 88.19 | |
Medical Properties Trust (MPW) | 0.1 | $503k | 24k | 21.13 | |
Omega Healthcare Investors (OHI) | 0.1 | $504k | 12k | 42.38 | |
Rbc Cad (RY) | 0.1 | $521k | 6.6k | 79.24 | |
iShares MSCI ACWI Index Fund (ACWI) | 0.1 | $527k | 6.7k | 79.19 | |
Rlj Lodging Trust (RLJ) | 0.1 | $527k | 30k | 17.73 | |
Grupo Aeroportuario del Pacifi (PAC) | 0.1 | $466k | 3.9k | 118.73 | |
First Defiance Financial | 0.1 | $483k | 15k | 31.48 | |
iShares S&P 100 Index (OEF) | 0.1 | $476k | 3.3k | 144.02 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $490k | 4.3k | 113.95 | |
SPDR S&P World ex-US (SPDW) | 0.1 | $483k | 15k | 31.34 | |
Landmark Ban (LARK) | 0.1 | $490k | 20k | 25.06 | |
Ishares Inc em mkt min vol (EEMV) | 0.1 | $471k | 8.0k | 58.62 | |
L3harris Technologies (LHX) | 0.1 | $470k | 2.4k | 197.89 | |
Cme (CME) | 0.1 | $421k | 2.1k | 200.57 | |
Unilever | 0.1 | $437k | 7.6k | 57.50 | |
Lowe's Companies (LOW) | 0.1 | $408k | 3.4k | 119.86 | |
Fastenal Company (FAST) | 0.1 | $434k | 12k | 36.97 | |
Ventas (VTR) | 0.1 | $431k | 7.5k | 57.74 | |
Grupo Aeroportuario del Sureste (ASR) | 0.1 | $432k | 2.3k | 187.42 | |
Abb (ABBNY) | 0.1 | $418k | 17k | 24.09 | |
Home BancShares (HOMB) | 0.1 | $434k | 22k | 19.65 | |
Vanguard Europe Pacific ETF (VEA) | 0.1 | $447k | 10k | 44.04 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.1 | $437k | 7.3k | 60.09 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $421k | 6.4k | 65.30 | |
Flexshares Tr (NFRA) | 0.1 | $431k | 8.0k | 53.88 | |
Nextera Energy Partners (NEP) | 0.1 | $444k | 8.4k | 52.70 | |
Biogen Idec (BIIB) | 0.1 | $359k | 1.2k | 296.69 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $366k | 3.5k | 105.78 | |
Mackinac Financial Corporation | 0.1 | $367k | 21k | 17.46 | |
SPDR DJ Wilshire Large Cap (SPLG) | 0.1 | $372k | 9.8k | 37.86 | |
Alibaba Group Holding (BABA) | 0.1 | $368k | 1.7k | 211.98 | |
Life Storage Inc reit | 0.1 | $359k | 3.3k | 108.17 | |
Royal Caribbean Cruises (RCL) | 0.1 | $350k | 2.6k | 133.33 | |
Wells Fargo & Company (WFC) | 0.1 | $320k | 5.9k | 53.83 | |
International Business Machines (IBM) | 0.1 | $350k | 2.6k | 134.10 | |
Applied Materials (AMAT) | 0.1 | $339k | 5.6k | 61.04 | |
National Health Investors (NHI) | 0.1 | $355k | 4.4k | 81.42 | |
iShares Russell Midcap Value Index (IWS) | 0.1 | $336k | 3.5k | 94.70 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $340k | 2.7k | 124.77 | |
iShares Russell 3000 Value Index (IUSV) | 0.1 | $347k | 5.5k | 62.95 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $346k | 3.0k | 114.57 | |
Vanguard S&p 500 Etf idx (VOO) | 0.1 | $319k | 1.1k | 295.37 | |
Ambev Sa- (ABEV) | 0.1 | $326k | 70k | 4.66 | |
First Hawaiian (FHB) | 0.1 | $327k | 11k | 28.87 | |
Corteva (CTVA) | 0.1 | $330k | 11k | 29.59 | |
Service Pptys Tr (SVC) | 0.1 | $316k | 13k | 24.31 | |
MasterCard Incorporated (MA) | 0.1 | $262k | 879.00 | 298.07 | |
Coca-Cola Company (KO) | 0.1 | $291k | 5.3k | 55.34 | |
Air Products & Chemicals (APD) | 0.1 | $306k | 1.3k | 235.20 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $285k | 2.1k | 136.43 | |
TJX Companies (TJX) | 0.1 | $301k | 4.9k | 61.13 | |
Cohen & Steers (CNS) | 0.1 | $299k | 4.8k | 62.68 | |
Gra (GGG) | 0.1 | $290k | 5.6k | 51.97 | |
Entergy Corporation (ETR) | 0.1 | $265k | 2.2k | 119.91 | |
Agree Realty Corporation (ADC) | 0.1 | $293k | 4.2k | 70.18 | |
Magellan Midstream Partners | 0.1 | $295k | 4.7k | 62.90 | |
iShares Lehman Aggregate Bond (AGG) | 0.1 | $296k | 2.6k | 112.29 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $263k | 2.1k | 128.04 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $289k | 1.6k | 178.40 | |
First Trust Dow Jones Sel.MicroCap (FDM) | 0.1 | $295k | 5.8k | 50.99 | |
Ishares Tr usa min vo (USMV) | 0.1 | $277k | 4.2k | 65.69 | |
Cadence Bancorporation cl a | 0.1 | $303k | 17k | 18.13 | |
Invesco Senior Loan Etf otr (BKLN) | 0.1 | $297k | 13k | 22.80 | |
Broadridge Financial Solutions (BR) | 0.1 | $230k | 1.9k | 123.32 | |
SYSCO Corporation (SYY) | 0.1 | $247k | 2.9k | 85.62 | |
Neenah Paper | 0.1 | $233k | 3.3k | 70.50 | |
Cinemark Holdings (CNK) | 0.1 | $235k | 7.0k | 33.81 | |
Universal Health Realty Income Trust (UHT) | 0.1 | $246k | 2.1k | 117.14 | |
NorthWestern Corporation (NWE) | 0.1 | $250k | 3.5k | 71.63 | |
PacWest Ban | 0.1 | $233k | 6.1k | 38.20 | |
iShares Dow Jones US Technology (IYW) | 0.1 | $221k | 950.00 | 232.63 | |
Schwab Intl Small Cap Equity ETF (SCHC) | 0.1 | $247k | 7.1k | 34.68 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.1 | $243k | 4.6k | 53.35 | |
Sarepta Therapeutics (SRPT) | 0.1 | $258k | 2.0k | 129.00 | |
Mondelez Int (MDLZ) | 0.1 | $247k | 4.5k | 55.01 | |
Zoetis Inc Cl A (ZTS) | 0.1 | $221k | 1.7k | 132.41 | |
Moelis & Co (MC) | 0.1 | $227k | 7.1k | 31.93 | |
Vaneck Vectors Amt-free Shrt M bdfund (SMB) | 0.1 | $236k | 13k | 17.81 | |
Lamb Weston Hldgs (LW) | 0.1 | $235k | 2.7k | 86.18 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $256k | 1.2k | 212.98 | |
Intercorp Financial Services (IFS) | 0.1 | $251k | 6.1k | 41.35 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $213k | 647.00 | 329.21 | |
Maxim Integrated Products | 0.0 | $208k | 3.4k | 61.45 | |
Nike (NKE) | 0.0 | $208k | 2.0k | 101.51 | |
Total (TTE) | 0.0 | $214k | 3.9k | 55.41 | |
Illinois Tool Works (ITW) | 0.0 | $206k | 1.1k | 179.91 | |
Valley National Ban (VLY) | 0.0 | $175k | 15k | 11.43 | |
Fresenius Medical Care AG & Co. (FMS) | 0.0 | $209k | 5.7k | 36.86 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $203k | 3.3k | 62.35 | |
First Trust/Aberdeen Global Opportunity | 0.0 | $195k | 17k | 11.19 | |
Ishares Tr 0-5yr invt gr cp (SLQD) | 0.0 | $211k | 4.1k | 50.97 | |
Tallgrass Energy Gp Lp master ltd part | 0.0 | $208k | 9.4k | 22.13 | |
Shopify Inc cl a (SHOP) | 0.0 | $212k | 534.00 | 397.00 | |
Ford Motor Company (F) | 0.0 | $130k | 14k | 9.32 | |
Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $109k | 12k | 8.76 | |
Edap Tms (EDAP) | 0.0 | $60k | 14k | 4.44 |