Parsons Capital Management as of Dec. 31, 2017
Portfolio Holdings for Parsons Capital Management
Parsons Capital Management holds 363 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
3M Company (MMM) | 8.5 | $76M | 324k | 235.37 | |
Apple (AAPL) | 6.6 | $59M | 350k | 169.23 | |
Exxon Mobil Corporation (XOM) | 3.2 | $29M | 347k | 83.64 | |
Berkshire Hathaway (BRK.B) | 2.7 | $24M | 123k | 198.22 | |
Johnson & Johnson (JNJ) | 2.1 | $19M | 135k | 139.72 | |
JPMorgan Chase & Co. (JPM) | 1.7 | $16M | 146k | 106.94 | |
Amazon (AMZN) | 1.7 | $15M | 13k | 1169.46 | |
Microsoft Corporation (MSFT) | 1.6 | $15M | 170k | 85.54 | |
Comcast Corporation (CMCSA) | 1.3 | $12M | 293k | 40.05 | |
Procter & Gamble Company (PG) | 1.3 | $12M | 127k | 91.88 | |
Chevron Corporation (CVX) | 1.2 | $11M | 88k | 125.19 | |
Intel Corporation (INTC) | 1.2 | $11M | 238k | 46.16 | |
Honeywell International (HON) | 1.1 | $10M | 66k | 153.36 | |
Home Depot (HD) | 1.1 | $9.5M | 50k | 189.52 | |
Vanguard S&p 500 Etf idx (VOO) | 1.0 | $9.1M | 37k | 245.28 | |
American Tower Reit (AMT) | 1.0 | $9.0M | 63k | 142.66 | |
Pfizer (PFE) | 0.9 | $8.5M | 234k | 36.22 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.9 | $8.4M | 83k | 101.56 | |
Alphabet Inc Class A cs (GOOGL) | 0.9 | $8.1M | 7.7k | 1053.46 | |
BlackRock (BLK) | 0.9 | $7.8M | 15k | 513.73 | |
Abbvie (ABBV) | 0.9 | $7.8M | 80k | 96.71 | |
Oracle Corporation (ORCL) | 0.8 | $7.5M | 160k | 47.28 | |
iShares S&P 500 Index (IVV) | 0.8 | $7.5M | 28k | 268.86 | |
Boeing Company (BA) | 0.8 | $7.0M | 24k | 294.91 | |
Thermo Fisher Scientific (TMO) | 0.8 | $6.8M | 36k | 189.88 | |
Pepsi (PEP) | 0.8 | $6.7M | 56k | 119.92 | |
Abbott Laboratories (ABT) | 0.7 | $6.5M | 115k | 57.07 | |
Verizon Communications (VZ) | 0.7 | $6.5M | 124k | 52.93 | |
Caterpillar (CAT) | 0.7 | $6.2M | 39k | 157.59 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.7 | $5.9M | 75k | 79.30 | |
United Technologies Corporation | 0.6 | $5.7M | 45k | 127.57 | |
Merck & Co (MRK) | 0.6 | $5.6M | 99k | 56.27 | |
General Electric Company | 0.6 | $5.5M | 314k | 17.45 | |
CVS Caremark Corporation (CVS) | 0.6 | $5.4M | 74k | 72.50 | |
ConocoPhillips (COP) | 0.6 | $5.3M | 96k | 54.89 | |
Danaher Corporation (DHR) | 0.6 | $5.3M | 57k | 92.83 | |
Vanguard Europe Pacific ETF (VEA) | 0.6 | $5.3M | 119k | 44.86 | |
International Business Machines (IBM) | 0.6 | $5.2M | 34k | 153.42 | |
Schlumberger (SLB) | 0.6 | $5.2M | 78k | 67.38 | |
MiMedx (MDXG) | 0.6 | $5.2M | 413k | 12.61 | |
At&t (T) | 0.6 | $5.1M | 131k | 38.88 | |
Celgene Corporation | 0.6 | $5.1M | 49k | 104.36 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.6 | $5.1M | 58k | 87.39 | |
Vanguard Emerging Markets ETF (VWO) | 0.5 | $4.7M | 103k | 45.91 | |
Dunkin' Brands Group | 0.5 | $4.7M | 73k | 64.47 | |
Nextera Energy (NEE) | 0.5 | $4.6M | 29k | 156.17 | |
Cisco Systems (CSCO) | 0.5 | $4.5M | 117k | 38.30 | |
Dowdupont | 0.5 | $4.4M | 62k | 71.22 | |
MasterCard Incorporated (MA) | 0.5 | $4.2M | 28k | 151.36 | |
Accenture (ACN) | 0.5 | $4.1M | 27k | 153.08 | |
Citigroup (C) | 0.5 | $4.1M | 55k | 74.42 | |
Roper Industries (ROP) | 0.5 | $4.0M | 16k | 258.97 | |
Amgen (AMGN) | 0.4 | $4.0M | 23k | 173.91 | |
Nike (NKE) | 0.4 | $4.0M | 64k | 62.55 | |
Nxp Semiconductors N V (NXPI) | 0.4 | $3.9M | 34k | 117.09 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.4 | $4.0M | 73k | 54.72 | |
Mondelez Int (MDLZ) | 0.4 | $4.0M | 93k | 42.80 | |
U.S. Bancorp (USB) | 0.4 | $3.7M | 70k | 53.58 | |
CSX Corporation (CSX) | 0.4 | $3.8M | 69k | 55.00 | |
Mettler-Toledo International (MTD) | 0.4 | $3.7M | 6.1k | 619.50 | |
iShares S&P SmallCap 600 Index (IJR) | 0.4 | $3.8M | 49k | 76.80 | |
Spring Bk Pharmaceuticals In | 0.4 | $3.8M | 282k | 13.44 | |
Bristol Myers Squibb (BMY) | 0.4 | $3.7M | 60k | 61.28 | |
Automatic Data Processing (ADP) | 0.4 | $3.7M | 31k | 117.19 | |
Phillips 66 (PSX) | 0.4 | $3.7M | 37k | 101.15 | |
McDonald's Corporation (MCD) | 0.4 | $3.6M | 21k | 172.10 | |
Walt Disney Company (DIS) | 0.4 | $3.5M | 33k | 107.51 | |
Vanguard Mid-Cap ETF (VO) | 0.4 | $3.3M | 22k | 154.79 | |
Broadridge Financial Solutions (BR) | 0.4 | $3.3M | 36k | 90.57 | |
Intuit (INTU) | 0.4 | $3.2M | 20k | 157.80 | |
iShares S&P MidCap 400 Index (IJH) | 0.4 | $3.3M | 17k | 189.78 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.3 | $3.2M | 83k | 38.07 | |
Progressive Corporation (PGR) | 0.3 | $3.1M | 55k | 56.31 | |
Lowe's Companies (LOW) | 0.3 | $3.0M | 33k | 92.94 | |
American Water Works (AWK) | 0.3 | $3.1M | 34k | 91.48 | |
Eli Lilly & Co. (LLY) | 0.3 | $3.0M | 35k | 84.46 | |
Halliburton Company (HAL) | 0.3 | $3.0M | 61k | 48.87 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $3.0M | 2.9k | 1046.31 | |
Emerson Electric (EMR) | 0.3 | $2.9M | 41k | 69.70 | |
Fortive (FTV) | 0.3 | $2.8M | 39k | 72.35 | |
Torchmark Corporation | 0.3 | $2.8M | 31k | 90.70 | |
Visa (V) | 0.3 | $2.8M | 24k | 114.01 | |
priceline.com Incorporated | 0.3 | $2.8M | 1.6k | 1737.96 | |
Gentex Corporation (GNTX) | 0.3 | $2.8M | 132k | 20.95 | |
SPDR Morgan Stanley Technology (XNTK) | 0.3 | $2.8M | 34k | 83.82 | |
AFLAC Incorporated (AFL) | 0.3 | $2.7M | 31k | 87.77 | |
FLIR Systems | 0.3 | $2.7M | 57k | 46.61 | |
Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.3 | $2.7M | 221k | 12.19 | |
Medtronic (MDT) | 0.3 | $2.7M | 34k | 80.76 | |
Paypal Holdings (PYPL) | 0.3 | $2.7M | 37k | 73.62 | |
Bank of New York Mellon Corporation (BK) | 0.3 | $2.6M | 48k | 53.87 | |
Canadian Natl Ry (CNI) | 0.3 | $2.5M | 31k | 82.52 | |
Paychex (PAYX) | 0.3 | $2.5M | 37k | 68.09 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $2.5M | 52k | 47.11 | |
Baxter International (BAX) | 0.3 | $2.4M | 37k | 64.65 | |
salesforce (CRM) | 0.3 | $2.4M | 24k | 102.23 | |
Enbridge (ENB) | 0.3 | $2.4M | 63k | 39.11 | |
Tor Dom Bk Cad (TD) | 0.3 | $2.5M | 42k | 58.58 | |
Novartis (NVS) | 0.3 | $2.4M | 28k | 83.97 | |
Rydex S&P Equal Weight ETF | 0.3 | $2.3M | 23k | 101.02 | |
East West Ban (EWBC) | 0.2 | $2.3M | 37k | 60.82 | |
Technology SPDR (XLK) | 0.2 | $2.2M | 35k | 63.96 | |
Wec Energy Group (WEC) | 0.2 | $2.3M | 34k | 66.42 | |
John Hancock Exchange Traded multifactor mi (JHMM) | 0.2 | $2.2M | 65k | 34.10 | |
Wells Fargo & Company (WFC) | 0.2 | $2.1M | 34k | 60.66 | |
McCormick & Company, Incorporated (MKC) | 0.2 | $2.1M | 21k | 101.93 | |
Waters Corporation (WAT) | 0.2 | $2.0M | 10k | 193.16 | |
Compass Minerals International (CMP) | 0.2 | $1.9M | 26k | 72.26 | |
Bank of America Corporation (BAC) | 0.2 | $1.9M | 64k | 29.52 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.2 | $1.9M | 30k | 64.58 | |
Lockheed Martin Corporation (LMT) | 0.2 | $1.9M | 5.9k | 320.98 | |
Omni (OMC) | 0.2 | $1.9M | 26k | 72.82 | |
Jp Morgan Alerian Mlp Index | 0.2 | $1.9M | 68k | 27.47 | |
Express Scripts Holding | 0.2 | $1.9M | 26k | 74.63 | |
Crown Castle Intl (CCI) | 0.2 | $1.9M | 17k | 111.03 | |
Iqvia Holdings (IQV) | 0.2 | $1.9M | 19k | 97.90 | |
SYSCO Corporation (SYY) | 0.2 | $1.8M | 30k | 60.74 | |
Royal Dutch Shell | 0.2 | $1.8M | 28k | 66.70 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.2 | $1.8M | 59k | 30.42 | |
Kraft Heinz (KHC) | 0.2 | $1.8M | 23k | 77.76 | |
Welltower Inc Com reit (WELL) | 0.2 | $1.8M | 29k | 63.78 | |
Southern Company (SO) | 0.2 | $1.7M | 36k | 48.09 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $1.7M | 20k | 83.82 | |
SPDR Gold Trust (GLD) | 0.2 | $1.6M | 13k | 123.67 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.2 | $1.6M | 32k | 49.94 | |
John Hancock Exchange Traded multifactor la (JHML) | 0.2 | $1.6M | 46k | 34.80 | |
Xilinx | 0.2 | $1.5M | 23k | 67.41 | |
Becton, Dickinson and (BDX) | 0.2 | $1.5M | 7.0k | 214.13 | |
General Mills (GIS) | 0.2 | $1.5M | 25k | 59.31 | |
Texas Instruments Incorporated (TXN) | 0.2 | $1.5M | 15k | 104.46 | |
Weyerhaeuser Company (WY) | 0.2 | $1.5M | 44k | 35.27 | |
Dollar Tree (DLTR) | 0.2 | $1.5M | 14k | 107.33 | |
Gra (GGG) | 0.2 | $1.6M | 35k | 45.21 | |
Vanguard Materials ETF (VAW) | 0.2 | $1.5M | 11k | 136.74 | |
Xylem (XYL) | 0.2 | $1.5M | 22k | 68.19 | |
Time Warner | 0.2 | $1.4M | 16k | 91.50 | |
Wal-Mart Stores (WMT) | 0.2 | $1.4M | 14k | 98.73 | |
Cummins (CMI) | 0.2 | $1.5M | 8.3k | 176.62 | |
Qualcomm (QCOM) | 0.2 | $1.4M | 23k | 64.02 | |
Clorox Company (CLX) | 0.2 | $1.5M | 9.9k | 148.73 | |
Colgate-Palmolive Company (CL) | 0.1 | $1.4M | 18k | 75.47 | |
TJX Companies (TJX) | 0.1 | $1.4M | 18k | 76.45 | |
Transcanada Corp | 0.1 | $1.3M | 27k | 48.64 | |
iShares Dow Jones US Home Const. (ITB) | 0.1 | $1.3M | 31k | 43.71 | |
Vanguard Large-Cap ETF (VV) | 0.1 | $1.4M | 11k | 122.57 | |
Fortinet (FTNT) | 0.1 | $1.3M | 30k | 43.70 | |
Powershares Kbw Bank Etf | 0.1 | $1.3M | 24k | 55.00 | |
Leucadia National | 0.1 | $1.3M | 47k | 26.50 | |
United Parcel Service (UPS) | 0.1 | $1.2M | 10k | 119.11 | |
Analog Devices (ADI) | 0.1 | $1.3M | 14k | 89.02 | |
Quest Diagnostics Incorporated (DGX) | 0.1 | $1.3M | 13k | 98.46 | |
Vanguard High Dividend Yield ETF (VYM) | 0.1 | $1.3M | 15k | 85.63 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 0.1 | $1.2M | 25k | 50.02 | |
Duke Energy (DUK) | 0.1 | $1.2M | 15k | 84.13 | |
Ishares Tr core div grwth (DGRO) | 0.1 | $1.2M | 36k | 34.78 | |
Synchrony Financial (SYF) | 0.1 | $1.2M | 32k | 38.62 | |
Brookfield Asset Management | 0.1 | $1.2M | 27k | 43.52 | |
Berkshire Hathaway (BRK.A) | 0.1 | $1.2M | 4.00 | 297500.00 | |
Energy Select Sector SPDR (XLE) | 0.1 | $1.2M | 17k | 72.28 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $1.1M | 7.7k | 147.86 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.1 | $1.2M | 11k | 109.21 | |
iShares Dow Jones US Technology (IYW) | 0.1 | $1.2M | 7.3k | 162.77 | |
Park City (TRAK) | 0.1 | $1.1M | 118k | 9.55 | |
V.F. Corporation (VFC) | 0.1 | $1.1M | 14k | 74.03 | |
Stryker Corporation (SYK) | 0.1 | $1.0M | 6.7k | 154.87 | |
Anheuser-Busch InBev NV (BUD) | 0.1 | $1.1M | 9.4k | 111.59 | |
Eagle Materials (EXP) | 0.1 | $1.1M | 9.4k | 113.32 | |
Vanguard REIT ETF (VNQ) | 0.1 | $1.1M | 13k | 82.99 | |
iShares Morningstar Mid Core Index (IMCB) | 0.1 | $1.1M | 5.9k | 185.62 | |
BP (BP) | 0.1 | $1.0M | 24k | 42.04 | |
Consolidated Edison (ED) | 0.1 | $1.0M | 12k | 84.94 | |
Nucor Corporation (NUE) | 0.1 | $1.0M | 16k | 63.61 | |
Union Pacific Corporation (UNP) | 0.1 | $1.0M | 7.7k | 134.04 | |
AmerisourceBergen (COR) | 0.1 | $1000k | 11k | 91.80 | |
Brookfield Infrastructure Part (BIP) | 0.1 | $1.0M | 23k | 44.80 | |
Agnico (AEM) | 0.1 | $1.0M | 22k | 46.18 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $1.0M | 9.2k | 110.72 | |
PowerShares Water Resources | 0.1 | $975k | 32k | 30.28 | |
Vanguard Information Technology ETF (VGT) | 0.1 | $1000k | 6.1k | 164.74 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.1 | $989k | 19k | 53.26 | |
Jd (JD) | 0.1 | $978k | 24k | 41.42 | |
Azurrx Biopharma | 0.1 | $997k | 274k | 3.64 | |
White Mountains Insurance Gp (WTM) | 0.1 | $894k | 1.1k | 851.43 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $896k | 13k | 70.31 | |
Gilead Sciences (GILD) | 0.1 | $886k | 12k | 71.65 | |
Enstar Group (ESGR) | 0.1 | $883k | 4.4k | 200.68 | |
Xcel Energy (XEL) | 0.1 | $898k | 19k | 48.11 | |
MetLife (MET) | 0.1 | $920k | 18k | 50.56 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $926k | 7.6k | 121.52 | |
Clyme US Cptl Mkts Mco Trm Fxd Idx | 0.1 | $867k | 17k | 50.15 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $880k | 14k | 63.81 | |
Bioverativ Inc Com equity | 0.1 | $856k | 16k | 53.90 | |
Blackstone | 0.1 | $776k | 24k | 32.01 | |
Coca-Cola Company (KO) | 0.1 | $805k | 18k | 45.90 | |
Raytheon Company | 0.1 | $806k | 4.3k | 187.84 | |
Deere & Company (DE) | 0.1 | $834k | 5.3k | 156.56 | |
Diageo (DEO) | 0.1 | $797k | 5.5k | 146.05 | |
Philip Morris International (PM) | 0.1 | $837k | 7.9k | 105.62 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $826k | 44k | 18.95 | |
Cypress Semiconductor Corporation | 0.1 | $844k | 55k | 15.23 | |
Ingersoll-rand Co Ltd-cl A | 0.1 | $819k | 9.2k | 89.16 | |
Duke Realty Corporation | 0.1 | $814k | 30k | 27.21 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $810k | 2.3k | 345.27 | |
Facebook Inc cl a (META) | 0.1 | $832k | 4.7k | 176.53 | |
Wp Carey (WPC) | 0.1 | $787k | 11k | 68.88 | |
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) | 0.1 | $773k | 26k | 29.66 | |
S&p Global (SPGI) | 0.1 | $820k | 4.8k | 169.35 | |
Wheaton Precious Metals Corp (WPM) | 0.1 | $832k | 38k | 22.14 | |
Costco Wholesale Corporation (COST) | 0.1 | $698k | 3.7k | 186.18 | |
Apache Corporation | 0.1 | $705k | 17k | 42.23 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $723k | 6.0k | 120.62 | |
Praxair | 0.1 | $736k | 4.8k | 154.62 | |
D.R. Horton (DHI) | 0.1 | $700k | 14k | 51.07 | |
Constellation Brands (STZ) | 0.1 | $752k | 3.3k | 228.57 | |
Washington Trust Ban (WASH) | 0.1 | $682k | 13k | 53.28 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.1 | $709k | 13k | 56.79 | |
Spdr Ser Tr cmn (FLRN) | 0.1 | $742k | 24k | 30.69 | |
Asml Holding (ASML) | 0.1 | $682k | 3.9k | 173.76 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $685k | 10k | 66.12 | |
Ishares Tr core tl usd bd (IUSB) | 0.1 | $676k | 13k | 50.87 | |
Walgreen Boots Alliance (WBA) | 0.1 | $757k | 10k | 72.61 | |
Chubb (CB) | 0.1 | $762k | 5.2k | 146.17 | |
Ishares Msci Japan (EWJ) | 0.1 | $709k | 12k | 59.96 | |
Corning Incorporated (GLW) | 0.1 | $667k | 21k | 32.01 | |
Cme (CME) | 0.1 | $608k | 4.2k | 145.98 | |
PNC Financial Services (PNC) | 0.1 | $643k | 4.5k | 144.20 | |
FedEx Corporation (FDX) | 0.1 | $661k | 2.6k | 249.62 | |
CBS Corporation | 0.1 | $622k | 11k | 58.99 | |
Dominion Resources (D) | 0.1 | $618k | 7.6k | 81.10 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $589k | 2.2k | 266.76 | |
Cerner Corporation | 0.1 | $602k | 8.9k | 67.37 | |
Allstate Corporation (ALL) | 0.1 | $653k | 6.2k | 104.63 | |
Capital One Financial (COF) | 0.1 | $620k | 6.2k | 99.65 | |
Illinois Tool Works (ITW) | 0.1 | $600k | 3.6k | 166.76 | |
EOG Resources (EOG) | 0.1 | $609k | 5.6k | 107.84 | |
Amtrust Financial Services | 0.1 | $597k | 59k | 10.07 | |
Team | 0.1 | $595k | 40k | 14.89 | |
Vanguard Total Stock Market ETF (VTI) | 0.1 | $655k | 4.8k | 137.23 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $650k | 6.4k | 102.09 | |
iShares Russell 3000 Growth Index (IUSG) | 0.1 | $641k | 12k | 53.79 | |
Fortis (FTS) | 0.1 | $640k | 18k | 36.64 | |
Fortune Brands (FBIN) | 0.1 | $638k | 9.3k | 68.46 | |
Travelers Companies (TRV) | 0.1 | $520k | 3.8k | 135.63 | |
Yum! Brands (YUM) | 0.1 | $509k | 6.2k | 81.58 | |
American Electric Power Company (AEP) | 0.1 | $522k | 7.1k | 73.51 | |
Biogen Idec (BIIB) | 0.1 | $565k | 1.8k | 318.67 | |
Ford Motor Company (F) | 0.1 | $503k | 40k | 12.49 | |
Fiserv (FI) | 0.1 | $570k | 4.3k | 131.09 | |
Industrial SPDR (XLI) | 0.1 | $544k | 7.2k | 75.66 | |
Align Technology (ALGN) | 0.1 | $534k | 2.4k | 222.31 | |
Vanguard Small-Cap Value ETF (VBR) | 0.1 | $498k | 3.7k | 132.91 | |
Consumer Discretionary SPDR (XLY) | 0.1 | $535k | 5.4k | 98.64 | |
Ligand Pharmaceuticals In (LGND) | 0.1 | $502k | 3.7k | 136.90 | |
PowerShares India Portfolio | 0.1 | $541k | 21k | 26.39 | |
Vanguard Health Care ETF (VHT) | 0.1 | $575k | 3.7k | 154.16 | |
SPDR Wells Fargo Prfd Stk ETF (PSK) | 0.1 | $552k | 13k | 44.04 | |
Marathon Petroleum Corp (MPC) | 0.1 | $542k | 8.2k | 66.02 | |
Ishares Tr usa min vo (USMV) | 0.1 | $571k | 11k | 52.74 | |
Powershares S&p 500 | 0.1 | $557k | 13k | 42.44 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.1 | $507k | 8.0k | 63.09 | |
Cdk Global Inc equities | 0.1 | $505k | 7.1k | 71.34 | |
Broad | 0.1 | $549k | 2.1k | 256.78 | |
Jounce Therapeutics | 0.1 | $548k | 43k | 12.74 | |
Health Care SPDR (XLV) | 0.1 | $480k | 5.8k | 82.76 | |
Continental Resources | 0.1 | $480k | 9.1k | 53.01 | |
Core Laboratories | 0.1 | $410k | 3.7k | 109.63 | |
PPG Industries (PPG) | 0.1 | $437k | 3.7k | 116.91 | |
Altria (MO) | 0.1 | $489k | 6.9k | 71.38 | |
Anadarko Petroleum Corporation | 0.1 | $476k | 8.9k | 53.67 | |
Sanofi-Aventis SA (SNY) | 0.1 | $429k | 10k | 43.01 | |
Stericycle (SRCL) | 0.1 | $439k | 6.5k | 68.06 | |
American International (AIG) | 0.1 | $417k | 7.0k | 59.57 | |
iShares S&P 100 Index (OEF) | 0.1 | $415k | 3.5k | 118.61 | |
Tesla Motors (TSLA) | 0.1 | $457k | 1.5k | 311.52 | |
Vanguard Growth ETF (VUG) | 0.1 | $447k | 3.2k | 140.79 | |
iShares Morningstar Small Core Idx (ISCB) | 0.1 | $431k | 2.5k | 174.14 | |
Ishares High Dividend Equity F (HDV) | 0.1 | $492k | 5.5k | 90.11 | |
Ishares Inc em mkt min vol (EEMV) | 0.1 | $425k | 7.0k | 60.76 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $464k | 1.4k | 336.23 | |
Goldman Sachs (GS) | 0.0 | $361k | 1.4k | 254.58 | |
Signature Bank (SBNY) | 0.0 | $376k | 2.7k | 137.23 | |
Norfolk Southern (NSC) | 0.0 | $362k | 2.5k | 144.80 | |
Stanley Black & Decker (SWK) | 0.0 | $393k | 2.3k | 169.54 | |
Sherwin-Williams Company (SHW) | 0.0 | $316k | 770.00 | 410.39 | |
Akamai Technologies (AKAM) | 0.0 | $325k | 5.0k | 65.00 | |
BB&T Corporation | 0.0 | $343k | 6.9k | 49.70 | |
CIGNA Corporation | 0.0 | $329k | 1.6k | 203.34 | |
Target Corporation (TGT) | 0.0 | $365k | 5.6k | 65.27 | |
Total (TTE) | 0.0 | $369k | 6.7k | 55.26 | |
Chesapeake Energy Corporation | 0.0 | $350k | 88k | 3.96 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $359k | 6.3k | 56.85 | |
Financial Select Sector SPDR (XLF) | 0.0 | $379k | 14k | 27.94 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $364k | 1.5k | 247.28 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $327k | 3.3k | 98.58 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $385k | 3.4k | 114.11 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $320k | 3.9k | 81.51 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $351k | 3.2k | 110.94 | |
iShares MSCI Australia Index Fund (EWA) | 0.0 | $336k | 15k | 23.17 | |
Schwab U S Small Cap ETF (SCHA) | 0.0 | $372k | 5.3k | 69.73 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.0 | $404k | 3.9k | 103.11 | |
Eversource Energy (ES) | 0.0 | $344k | 5.4k | 63.25 | |
Yum China Holdings (YUMC) | 0.0 | $331k | 8.3k | 39.97 | |
Hasbro (HAS) | 0.0 | $270k | 3.0k | 90.76 | |
State Street Corporation (STT) | 0.0 | $312k | 3.2k | 97.53 | |
Northern Trust Corporation (NTRS) | 0.0 | $293k | 2.9k | 100.00 | |
Devon Energy Corporation (DVN) | 0.0 | $279k | 6.7k | 41.39 | |
Ecolab (ECL) | 0.0 | $308k | 2.3k | 134.32 | |
Expeditors International of Washington (EXPD) | 0.0 | $270k | 4.2k | 64.67 | |
IDEXX Laboratories (IDXX) | 0.0 | $281k | 1.8k | 156.11 | |
NVIDIA Corporation (NVDA) | 0.0 | $298k | 1.5k | 193.51 | |
Northrop Grumman Corporation (NOC) | 0.0 | $255k | 831.00 | 306.86 | |
Best Buy (BBY) | 0.0 | $277k | 4.0k | 68.51 | |
Goodyear Tire & Rubber Company (GT) | 0.0 | $260k | 8.0k | 32.36 | |
Marriott International (MAR) | 0.0 | $258k | 1.9k | 135.93 | |
Markel Corporation (MKL) | 0.0 | $289k | 254.00 | 1137.80 | |
Kellogg Company (K) | 0.0 | $233k | 3.4k | 68.03 | |
Pioneer Natural Resources | 0.0 | $260k | 1.5k | 172.76 | |
J.M. Smucker Company (SJM) | 0.0 | $301k | 2.4k | 124.12 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $284k | 3.6k | 79.00 | |
Netflix (NFLX) | 0.0 | $284k | 1.5k | 191.63 | |
Donaldson Company (DCI) | 0.0 | $242k | 5.0k | 48.89 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $242k | 2.3k | 106.84 | |
Sun Life Financial (SLF) | 0.0 | $289k | 7.0k | 41.33 | |
Brookline Ban (BRKL) | 0.0 | $287k | 18k | 15.68 | |
AllianceBernstein Holding (AB) | 0.0 | $286k | 11k | 25.09 | |
MTS Systems Corporation | 0.0 | $274k | 5.1k | 53.73 | |
Unilever (UL) | 0.0 | $247k | 4.5k | 55.34 | |
Rockwell Automation (ROK) | 0.0 | $265k | 1.4k | 196.30 | |
Mednax (MD) | 0.0 | $304k | 5.7k | 53.41 | |
SPDR KBW Regional Banking (KRE) | 0.0 | $289k | 4.9k | 58.86 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $283k | 2.7k | 104.47 | |
Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $273k | 1.8k | 156.00 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $226k | 1.9k | 116.20 | |
WisdomTree Earnings 500 Fund (EPS) | 0.0 | $237k | 7.6k | 31.05 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 0.0 | $236k | 3.7k | 63.68 | |
Eaton (ETN) | 0.0 | $275k | 3.5k | 78.91 | |
Ishares Inc core msci emkt (IEMG) | 0.0 | $249k | 4.4k | 56.81 | |
Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.0 | $242k | 5.1k | 47.13 | |
Allegion Plc equity (ALLE) | 0.0 | $262k | 3.3k | 79.42 | |
Citizens Financial (CFG) | 0.0 | $289k | 6.9k | 42.04 | |
Healthcare Tr Amer Inc cl a | 0.0 | $286k | 9.5k | 29.99 | |
Life Storage Inc reit | 0.0 | $245k | 2.8k | 89.09 | |
International Paper Company (IP) | 0.0 | $211k | 3.6k | 58.05 | |
Masco Corporation (MAS) | 0.0 | $204k | 4.7k | 43.87 | |
Rockwell Collins | 0.0 | $222k | 1.6k | 135.45 | |
PerkinElmer (RVTY) | 0.0 | $219k | 3.0k | 73.00 | |
Enterprise Products Partners (EPD) | 0.0 | $209k | 7.9k | 26.52 | |
Universal Display Corporation (OLED) | 0.0 | $212k | 1.2k | 172.92 | |
Oneok (OKE) | 0.0 | $212k | 4.0k | 53.47 | |
A. H. Belo Corporation | 0.0 | $144k | 30k | 4.80 | |
Vectren Corporation | 0.0 | $211k | 3.2k | 65.06 | |
John Hancock Pref. Income Fund II (HPF) | 0.0 | $207k | 9.7k | 21.45 | |
PowerShares Hgh Yield Corporate Bnd | 0.0 | $198k | 11k | 18.92 | |
Kinder Morgan (KMI) | 0.0 | $184k | 10k | 18.10 | |
Ishares Tr core strm usbd (ISTB) | 0.0 | $215k | 4.3k | 49.79 | |
National Grid (NGG) | 0.0 | $200k | 3.4k | 58.74 | |
Verastem | 0.0 | $45k | 15k | 3.10 | |
Tecogen (TGEN) | 0.0 | $94k | 35k | 2.69 | |
Aspen Aerogels (ASPN) | 0.0 | $56k | 12k | 4.87 | |
Alexco Resource Corp | 0.0 | $24k | 15k | 1.60 | |
China Pharma Holdings | 0.0 | $2.0k | 10k | 0.20 | |
1iqtech International | 0.0 | $19k | 33k | 0.58 | |
Conformis | 0.0 | $26k | 11k | 2.36 |