Parsons Capital Management as of Dec. 31, 2019
Portfolio Holdings for Parsons Capital Management
Parsons Capital Management holds 349 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 |
---|---|---|---|---|---|
Apple (AAPL) | 9.1 | $91M | 310k | 293.65 | |
3M Company (MMM) | 6.2 | $62M | 352k | 176.42 | |
Berkshire Hathaway (BRK.B) | 3.4 | $34M | 149k | 226.50 | |
Amazon (AMZN) | 2.4 | $24M | 13k | 1847.84 | |
Microsoft Corporation (MSFT) | 2.4 | $24M | 150k | 157.70 | |
JPMorgan Chase & Co. (JPM) | 2.0 | $20M | 144k | 139.40 | |
Exxon Mobil Corporation (XOM) | 2.0 | $20M | 287k | 69.78 | |
Johnson & Johnson (JNJ) | 1.8 | $18M | 125k | 145.87 | |
Comcast Corporation (CMCSA) | 1.5 | $15M | 323k | 44.97 | |
Procter & Gamble Company (PG) | 1.5 | $15M | 116k | 124.90 | |
Relmada Therapeutics (RLMD) | 1.4 | $14M | 367k | 39.00 | |
American Tower Reit (AMT) | 1.3 | $13M | 56k | 229.81 | |
Intel Corporation (INTC) | 1.3 | $13M | 212k | 59.85 | |
Walt Disney Company (DIS) | 1.2 | $12M | 81k | 144.63 | |
Thermo Fisher Scientific (TMO) | 1.2 | $12M | 36k | 324.88 | |
Honeywell International (HON) | 1.1 | $11M | 61k | 177.00 | |
Home Depot (HD) | 1.1 | $11M | 48k | 218.39 | |
Vanguard S&p 500 Etf idx (VOO) | 1.0 | $10M | 35k | 295.79 | |
Chevron Corporation (CVX) | 1.0 | $10M | 84k | 120.51 | |
Merck & Co (MRK) | 0.9 | $9.2M | 102k | 90.95 | |
Alphabet Inc Class A cs (GOOGL) | 0.9 | $9.1M | 6.8k | 1339.46 | |
Abbott Laboratories (ABT) | 0.9 | $8.9M | 102k | 86.86 | |
Nextera Energy (NEE) | 0.9 | $8.8M | 36k | 242.15 | |
iShares S&P 500 Index (IVV) | 0.9 | $8.8M | 27k | 323.25 | |
Boeing Company (BA) | 0.9 | $8.6M | 27k | 325.75 | |
Danaher Corporation (DHR) | 0.9 | $8.6M | 56k | 153.48 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.8 | $8.5M | 83k | 101.59 | |
Verizon Communications (VZ) | 0.8 | $7.7M | 125k | 61.40 | |
Bristol Myers Squibb (BMY) | 0.7 | $7.3M | 113k | 64.19 | |
BlackRock (BLK) | 0.7 | $6.9M | 14k | 502.71 | |
Cisco Systems (CSCO) | 0.7 | $6.7M | 140k | 47.96 | |
Pepsi (PEP) | 0.7 | $6.8M | 50k | 136.66 | |
Visa (V) | 0.7 | $6.5M | 35k | 187.91 | |
United Technologies Corporation | 0.6 | $6.4M | 43k | 149.76 | |
Abbvie (ABBV) | 0.6 | $6.4M | 72k | 88.55 | |
Pfizer (PFE) | 0.6 | $6.3M | 161k | 39.18 | |
Nike (NKE) | 0.6 | $6.3M | 62k | 101.31 | |
MasterCard Incorporated (MA) | 0.6 | $6.2M | 21k | 298.61 | |
salesforce (CRM) | 0.6 | $6.1M | 38k | 162.65 | |
Vanguard Europe Pacific ETF (VEA) | 0.6 | $6.1M | 140k | 44.06 | |
Oracle Corporation (ORCL) | 0.6 | $5.7M | 108k | 52.98 | |
Roper Industries (ROP) | 0.6 | $5.7M | 16k | 354.26 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.6 | $5.6M | 69k | 81.02 | |
Caterpillar (CAT) | 0.5 | $5.4M | 37k | 147.69 | |
Amgen (AMGN) | 0.5 | $5.2M | 22k | 241.06 | |
At&t (T) | 0.5 | $5.0M | 127k | 39.08 | |
Automatic Data Processing (ADP) | 0.5 | $4.9M | 29k | 170.50 | |
Accenture (ACN) | 0.5 | $4.8M | 23k | 210.55 | |
Vanguard Emerging Markets ETF (VWO) | 0.5 | $4.7M | 106k | 44.47 | |
Mettler-Toledo International (MTD) | 0.5 | $4.4M | 5.6k | 793.33 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.5 | $4.5M | 50k | 91.32 | |
Citigroup (C) | 0.5 | $4.5M | 56k | 79.89 | |
International Business Machines (IBM) | 0.4 | $4.3M | 32k | 134.05 | |
ConocoPhillips (COP) | 0.4 | $4.2M | 65k | 65.03 | |
Vanguard Mid-Cap ETF (VO) | 0.4 | $4.1M | 23k | 178.17 | |
McDonald's Corporation (MCD) | 0.4 | $4.0M | 20k | 197.61 | |
Eli Lilly & Co. (LLY) | 0.4 | $3.9M | 30k | 131.44 | |
U.S. Bancorp (USB) | 0.4 | $3.9M | 65k | 59.28 | |
CSX Corporation (CSX) | 0.4 | $3.9M | 54k | 72.35 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.4 | $3.9M | 72k | 53.75 | |
Mondelez Int (MDLZ) | 0.4 | $3.9M | 71k | 55.09 | |
Paypal Holdings (PYPL) | 0.4 | $3.9M | 36k | 108.17 | |
McCormick & Company, Incorporated (MKC) | 0.4 | $3.8M | 23k | 169.75 | |
Phillips 66 (PSX) | 0.4 | $3.8M | 34k | 111.41 | |
Alphabet Inc Class C cs (GOOG) | 0.4 | $3.7M | 2.8k | 1337.27 | |
iShares S&P SmallCap 600 Index (IJR) | 0.4 | $3.6M | 43k | 83.86 | |
Medtronic (MDT) | 0.3 | $3.5M | 31k | 113.45 | |
Intuit (INTU) | 0.3 | $3.4M | 13k | 261.93 | |
American Water Works (AWK) | 0.3 | $3.4M | 28k | 122.84 | |
Broadridge Financial Solutions (BR) | 0.3 | $3.3M | 26k | 123.54 | |
iShares S&P MidCap 400 Index (IJH) | 0.3 | $3.3M | 16k | 205.80 | |
John Hancock Exchange Traded multifactor mi (JHMM) | 0.3 | $3.3M | 84k | 39.16 | |
Dunkin' Brands Group | 0.3 | $3.2M | 42k | 75.53 | |
Fortive (FTV) | 0.3 | $3.2M | 42k | 76.38 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.3 | $3.2M | 27k | 115.71 | |
Lowe's Companies (LOW) | 0.3 | $3.1M | 26k | 119.77 | |
Technology SPDR (XLK) | 0.3 | $3.1M | 34k | 91.67 | |
Crown Castle Intl (CCI) | 0.3 | $2.9M | 21k | 142.16 | |
Iqvia Holdings (IQV) | 0.3 | $3.0M | 19k | 154.51 | |
Enbridge (ENB) | 0.3 | $2.9M | 72k | 39.77 | |
Alibaba Group Holding (BABA) | 0.3 | $2.9M | 14k | 212.07 | |
SYSCO Corporation (SYY) | 0.3 | $2.8M | 33k | 85.54 | |
FLIR Systems | 0.3 | $2.8M | 54k | 52.07 | |
Paychex (PAYX) | 0.3 | $2.7M | 32k | 85.05 | |
AFLAC Incorporated (AFL) | 0.3 | $2.7M | 51k | 52.90 | |
Emerson Electric (EMR) | 0.3 | $2.7M | 36k | 76.26 | |
Novartis (NVS) | 0.3 | $2.7M | 28k | 94.70 | |
Fortinet (FTNT) | 0.3 | $2.7M | 25k | 106.75 | |
Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.3 | $2.7M | 216k | 12.52 | |
Wec Energy Group (WEC) | 0.3 | $2.7M | 29k | 92.22 | |
Blackstone Group Inc Com Cl A (BX) | 0.3 | $2.7M | 49k | 55.94 | |
Progressive Corporation (PGR) | 0.3 | $2.6M | 36k | 72.40 | |
Wal-Mart Stores (WMT) | 0.3 | $2.6M | 22k | 118.82 | |
Baxter International (BAX) | 0.3 | $2.6M | 31k | 83.61 | |
SPDR Morgan Stanley Technology (XNTK) | 0.3 | $2.6M | 31k | 81.59 | |
John Hancock Exchange Traded multifactor la (JHML) | 0.3 | $2.6M | 64k | 41.21 | |
Globe Life (GL) | 0.3 | $2.6M | 25k | 105.25 | |
Canadian Natl Ry (CNI) | 0.2 | $2.5M | 28k | 90.45 | |
Universal Display Corporation (OLED) | 0.2 | $2.5M | 12k | 206.03 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $2.4M | 54k | 44.87 | |
Waters Corporation (WAT) | 0.2 | $2.4M | 10k | 233.62 | |
SPDR Gold Trust (GLD) | 0.2 | $2.4M | 17k | 142.93 | |
Welltower Inc Com reit (WELL) | 0.2 | $2.4M | 30k | 81.80 | |
Booking Holdings (BKNG) | 0.2 | $2.4M | 1.2k | 2053.36 | |
Bank of America Corporation (BAC) | 0.2 | $2.3M | 64k | 35.23 | |
CVS Caremark Corporation (CVS) | 0.2 | $2.2M | 30k | 74.29 | |
Lockheed Martin Corporation (LMT) | 0.2 | $2.3M | 5.8k | 389.37 | |
Truist Financial Corp equities (TFC) | 0.2 | $2.3M | 40k | 56.32 | |
Cme (CME) | 0.2 | $2.2M | 11k | 200.76 | |
TJX Companies (TJX) | 0.2 | $2.2M | 36k | 61.07 | |
Starbucks Corporation (SBUX) | 0.2 | $2.1M | 24k | 87.94 | |
Omni (OMC) | 0.2 | $2.1M | 26k | 81.03 | |
East West Ban (EWBC) | 0.2 | $2.1M | 42k | 48.69 | |
Unilever (UL) | 0.2 | $2.1M | 37k | 57.17 | |
Tor Dom Bk Cad (TD) | 0.2 | $2.0M | 36k | 56.13 | |
Ishares Tr core div grwth (DGRO) | 0.2 | $2.1M | 50k | 42.06 | |
Vanguard Materials ETF (VAW) | 0.2 | $2.0M | 15k | 134.16 | |
Western Alliance Bancorporation (WAL) | 0.2 | $1.9M | 34k | 56.99 | |
Cummins (CMI) | 0.2 | $1.8M | 9.9k | 178.95 | |
Becton, Dickinson and (BDX) | 0.2 | $1.8M | 6.7k | 271.90 | |
Texas Instruments Incorporated (TXN) | 0.2 | $1.8M | 14k | 128.29 | |
Southern Company (SO) | 0.2 | $1.8M | 28k | 63.68 | |
Gra (GGG) | 0.2 | $1.8M | 35k | 52.01 | |
Union Pacific Corporation (UNP) | 0.2 | $1.7M | 9.5k | 180.76 | |
Xilinx | 0.2 | $1.7M | 17k | 97.75 | |
Sanofi-Aventis SA (SNY) | 0.2 | $1.7M | 33k | 50.19 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.2 | $1.7M | 35k | 49.13 | |
Xylem (XYL) | 0.2 | $1.6M | 21k | 78.80 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.2 | $1.5M | 27k | 57.98 | |
iShares Dow Jones US Technology (IYW) | 0.2 | $1.6M | 6.7k | 232.59 | |
Fidelity msci energy idx (FENY) | 0.2 | $1.6M | 99k | 16.01 | |
Schlumberger (SLB) | 0.1 | $1.5M | 37k | 40.20 | |
iShares Russell 3000 Growth Index (IUSG) | 0.1 | $1.5M | 22k | 67.62 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.1 | $1.5M | 48k | 30.83 | |
BP (BP) | 0.1 | $1.4M | 37k | 37.75 | |
Brookfield Asset Management | 0.1 | $1.4M | 24k | 57.79 | |
V.F. Corporation (VFC) | 0.1 | $1.4M | 14k | 99.68 | |
AmerisourceBergen (COR) | 0.1 | $1.4M | 17k | 85.04 | |
Berkshire Hathaway (BRK.A) | 0.1 | $1.4M | 4.00 | 339500.00 | |
Stryker Corporation (SYK) | 0.1 | $1.4M | 6.8k | 209.96 | |
Clorox Company (CLX) | 0.1 | $1.4M | 9.2k | 153.58 | |
Vanguard High Dividend Yield ETF (VYM) | 0.1 | $1.4M | 15k | 93.69 | |
iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 0.1 | $1.4M | 5.9k | 233.02 | |
Ishares Tr fltg rate nt (FLOT) | 0.1 | $1.4M | 27k | 50.92 | |
Royal Dutch Shell | 0.1 | $1.3M | 22k | 59.00 | |
Align Technology (ALGN) | 0.1 | $1.3M | 4.6k | 278.97 | |
Vanguard Large-Cap ETF (VV) | 0.1 | $1.3M | 8.6k | 147.84 | |
Ishares Tr usa min vo (USMV) | 0.1 | $1.3M | 20k | 65.60 | |
Spdr Ser Tr cmn (FLRN) | 0.1 | $1.3M | 42k | 30.73 | |
S&p Global (SPGI) | 0.1 | $1.2M | 4.6k | 273.11 | |
Powershares Etf Trust kbw bk port (KBWB) | 0.1 | $1.3M | 22k | 58.24 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $1.2M | 24k | 50.32 | |
NVIDIA Corporation (NVDA) | 0.1 | $1.2M | 5.0k | 235.38 | |
Wells Fargo & Company (WFC) | 0.1 | $1.2M | 23k | 53.82 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $1.2M | 3.7k | 329.92 | |
White Mountains Insurance Gp (WTM) | 0.1 | $1.2M | 1.1k | 1115.64 | |
Illinois Tool Works (ITW) | 0.1 | $1.2M | 6.9k | 179.58 | |
Brookfield Infrastructure Part (BIP) | 0.1 | $1.2M | 24k | 50.00 | |
Netflix (NFLX) | 0.1 | $1.2M | 3.6k | 323.68 | |
Carlisle Companies (CSL) | 0.1 | $1.2M | 7.5k | 161.78 | |
Quest Diagnostics Incorporated (DGX) | 0.1 | $1.2M | 11k | 106.76 | |
Agnico (AEM) | 0.1 | $1.2M | 20k | 61.63 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $1.2M | 32k | 37.58 | |
Asml Holding (ASML) | 0.1 | $1.2M | 3.9k | 295.90 | |
Invesco Water Resource Port (PHO) | 0.1 | $1.2M | 30k | 38.63 | |
Costco Wholesale Corporation (COST) | 0.1 | $1.1M | 3.7k | 294.01 | |
Colgate-Palmolive Company (CL) | 0.1 | $1.1M | 15k | 68.82 | |
General Mills (GIS) | 0.1 | $1.1M | 21k | 53.56 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.1 | $1.1M | 13k | 87.21 | |
iShares Dow Jones US Home Const. (ITB) | 0.1 | $1.1M | 25k | 44.43 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $1.1M | 6.5k | 165.60 | |
Vanguard Information Technology ETF (VGT) | 0.1 | $1.1M | 4.5k | 244.91 | |
iShares Morningstar Mid Core Index (IMCB) | 0.1 | $1.1M | 5.4k | 209.47 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.1 | $1.1M | 18k | 60.13 | |
Jefferies Finl Group (JEF) | 0.1 | $1.1M | 50k | 21.38 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $1.1M | 5.2k | 212.63 | |
Coca-Cola Company (KO) | 0.1 | $1.0M | 18k | 55.35 | |
Universal Health Services (UHS) | 0.1 | $996k | 6.9k | 143.52 | |
Diageo (DEO) | 0.1 | $1.0M | 6.0k | 168.41 | |
Ingersoll-rand Co Ltd-cl A | 0.1 | $964k | 7.3k | 132.87 | |
Gentex Corporation (GNTX) | 0.1 | $949k | 33k | 28.97 | |
Marathon Petroleum Corp (MPC) | 0.1 | $960k | 16k | 60.26 | |
Wp Carey (WPC) | 0.1 | $1.0M | 13k | 80.02 | |
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) | 0.1 | $996k | 33k | 29.84 | |
Nextera Energy Partners (NEP) | 0.1 | $950k | 18k | 52.68 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $922k | 2.9k | 321.93 | |
Raytheon Company | 0.1 | $913k | 4.2k | 219.68 | |
Enstar Group (ESGR) | 0.1 | $910k | 4.4k | 206.82 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $874k | 6.8k | 128.00 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $861k | 2.3k | 375.49 | |
Vanguard Small-Cap Value ETF (VBR) | 0.1 | $894k | 6.5k | 137.07 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $934k | 8.2k | 113.87 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $903k | 7.2k | 124.72 | |
Vanguard Health Care ETF (VHT) | 0.1 | $917k | 4.8k | 191.80 | |
Duke Energy (DUK) | 0.1 | $899k | 9.9k | 91.19 | |
Ishares Tr core tl usd bd (IUSB) | 0.1 | $929k | 18k | 52.12 | |
John Hancock Exchange Traded multi intl etf (JHMD) | 0.1 | $899k | 30k | 29.59 | |
Invesco S&p 500 High Div, Low V equities (SPHD) | 0.1 | $848k | 19k | 44.01 | |
Linde | 0.1 | $872k | 4.1k | 212.94 | |
Goldman Sachs (GS) | 0.1 | $835k | 3.6k | 229.84 | |
United Parcel Service (UPS) | 0.1 | $821k | 7.0k | 117.05 | |
Nucor Corporation (NUE) | 0.1 | $765k | 14k | 56.30 | |
Deere & Company (DE) | 0.1 | $804k | 4.6k | 173.31 | |
MetLife (MET) | 0.1 | $756k | 15k | 50.98 | |
Duke Realty Corporation | 0.1 | $821k | 24k | 34.69 | |
Vanguard Total Stock Market ETF (VTI) | 0.1 | $790k | 4.8k | 163.70 | |
Jp Morgan Alerian Mlp Index | 0.1 | $822k | 38k | 21.80 | |
Facebook Inc cl a (META) | 0.1 | $789k | 3.8k | 205.36 | |
Jd (JD) | 0.1 | $797k | 23k | 35.25 | |
PNC Financial Services (PNC) | 0.1 | $742k | 4.7k | 159.57 | |
Allstate Corporation (ALL) | 0.1 | $696k | 6.2k | 112.48 | |
Target Corporation (TGT) | 0.1 | $704k | 5.5k | 128.28 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $683k | 9.8k | 69.41 | |
Fiserv (FI) | 0.1 | $739k | 6.4k | 115.56 | |
Constellation Brands (STZ) | 0.1 | $735k | 3.9k | 189.68 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $686k | 2.7k | 253.04 | |
Tesla Motors (TSLA) | 0.1 | $684k | 1.6k | 418.60 | |
Vanguard REIT ETF (VNQ) | 0.1 | $685k | 7.4k | 92.77 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $680k | 10k | 65.22 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.1 | $678k | 5.4k | 125.58 | |
Chubb (CB) | 0.1 | $658k | 4.2k | 155.67 | |
Corteva (CTVA) | 0.1 | $743k | 25k | 29.55 | |
Dominion Resources (D) | 0.1 | $616k | 7.4k | 82.80 | |
General Electric Company | 0.1 | $605k | 54k | 11.16 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $605k | 4.4k | 137.50 | |
Yum! Brands (YUM) | 0.1 | $577k | 5.7k | 100.77 | |
Capital One Financial (COF) | 0.1 | $594k | 5.8k | 102.89 | |
eBay (EBAY) | 0.1 | $631k | 18k | 36.10 | |
Halliburton Company (HAL) | 0.1 | $598k | 24k | 24.47 | |
Royal Dutch Shell | 0.1 | $581k | 9.7k | 59.95 | |
American Electric Power Company (AEP) | 0.1 | $581k | 6.1k | 94.49 | |
Southern Copper Corporation (SCCO) | 0.1 | $578k | 14k | 42.50 | |
Vanguard Growth ETF (VUG) | 0.1 | $628k | 3.4k | 182.29 | |
Ishares High Dividend Equity F (HDV) | 0.1 | $645k | 6.6k | 98.13 | |
Fortune Brands (FBIN) | 0.1 | $570k | 8.7k | 65.37 | |
Ishares Inc em mkt min vol (EEMV) | 0.1 | $592k | 10k | 58.66 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.1 | $637k | 10k | 61.86 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $609k | 1.3k | 484.87 | |
Corning Incorporated (GLW) | 0.1 | $545k | 19k | 29.11 | |
Ecolab (ECL) | 0.1 | $462k | 2.4k | 193.06 | |
Cerner Corporation | 0.1 | $508k | 6.9k | 73.40 | |
Sherwin-Williams Company (SHW) | 0.1 | $449k | 770.00 | 583.12 | |
Travelers Companies (TRV) | 0.1 | $504k | 3.7k | 137.07 | |
Akamai Technologies (AKAM) | 0.1 | $479k | 5.6k | 86.31 | |
Gilead Sciences (GILD) | 0.1 | $519k | 8.0k | 64.97 | |
Take-Two Interactive Software (TTWO) | 0.1 | $465k | 3.8k | 122.53 | |
iShares S&P 100 Index (OEF) | 0.1 | $519k | 3.6k | 144.01 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.1 | $473k | 3.5k | 134.11 | |
Park City (TRAK) | 0.1 | $535k | 106k | 5.06 | |
Broadcom (AVGO) | 0.1 | $546k | 1.7k | 315.97 | |
Elanco Animal Health (ELAN) | 0.1 | $450k | 15k | 29.42 | |
Cigna Corp (CI) | 0.1 | $480k | 2.3k | 204.69 | |
Dupont De Nemours (DD) | 0.1 | $492k | 7.7k | 64.25 | |
Health Care SPDR (XLV) | 0.0 | $436k | 4.3k | 101.80 | |
Norfolk Southern (NSC) | 0.0 | $433k | 2.2k | 194.34 | |
Edwards Lifesciences (EW) | 0.0 | $350k | 1.5k | 233.18 | |
Stanley Black & Decker (SWK) | 0.0 | $383k | 2.3k | 165.59 | |
Analog Devices (ADI) | 0.0 | $391k | 3.3k | 118.74 | |
Philip Morris International (PM) | 0.0 | $424k | 5.0k | 85.00 | |
UnitedHealth (UNH) | 0.0 | $413k | 1.4k | 293.74 | |
Ford Motor Company (F) | 0.0 | $388k | 42k | 9.29 | |
Xcel Energy (XEL) | 0.0 | $401k | 6.3k | 63.49 | |
Industrial SPDR (XLI) | 0.0 | $447k | 5.5k | 81.54 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $357k | 1.3k | 285.14 | |
Consumer Discretionary SPDR (XLY) | 0.0 | $417k | 3.3k | 125.49 | |
iShares S&P GSCI Commodity-Indexed (GSG) | 0.0 | $357k | 22k | 16.23 | |
Nxp Semiconductors N V (NXPI) | 0.0 | $394k | 3.1k | 127.30 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $360k | 3.1k | 116.47 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $366k | 6.8k | 53.68 | |
Ligand Pharmaceuticals In (LGND) | 0.0 | $402k | 3.9k | 104.42 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $421k | 3.7k | 114.46 | |
iShares Morningstar Small Core Idx (ISCB) | 0.0 | $430k | 2.3k | 189.01 | |
Schwab U S Small Cap ETF (SCHA) | 0.0 | $434k | 5.7k | 75.58 | |
Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.0 | $351k | 7.5k | 46.64 | |
Allegion Plc equity (ALLE) | 0.0 | $370k | 3.0k | 124.45 | |
Eversource Energy (ES) | 0.0 | $430k | 5.0k | 85.17 | |
Invesco Exchng Traded Fd Tr fndmntl hy crp (PHB) | 0.0 | $357k | 19k | 19.26 | |
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) | 0.0 | $366k | 7.3k | 50.36 | |
Dow (DOW) | 0.0 | $442k | 8.1k | 54.78 | |
Expeditors International of Washington (EXPD) | 0.0 | $326k | 4.2k | 78.08 | |
FedEx Corporation (FDX) | 0.0 | $328k | 2.2k | 151.22 | |
Consolidated Edison (ED) | 0.0 | $327k | 3.6k | 90.58 | |
IDEXX Laboratories (IDXX) | 0.0 | $261k | 1.0k | 261.00 | |
Northrop Grumman Corporation (NOC) | 0.0 | $293k | 852.00 | 343.90 | |
Best Buy (BBY) | 0.0 | $334k | 3.8k | 87.89 | |
PerkinElmer (RVTY) | 0.0 | $291k | 3.0k | 97.00 | |
Intuitive Surgical (ISRG) | 0.0 | $323k | 546.00 | 591.58 | |
Qualcomm (QCOM) | 0.0 | $254k | 2.9k | 88.07 | |
EOG Resources (EOG) | 0.0 | $263k | 3.1k | 83.70 | |
Donaldson Company (DCI) | 0.0 | $285k | 5.0k | 57.58 | |
Energy Select Sector SPDR (XLE) | 0.0 | $332k | 5.5k | 60.00 | |
Sun Life Financial (SLF) | 0.0 | $308k | 6.8k | 45.51 | |
Team | 0.0 | $265k | 17k | 15.95 | |
Oneok (OKE) | 0.0 | $280k | 3.7k | 75.68 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $273k | 4.3k | 63.05 | |
Financial Select Sector SPDR (XLF) | 0.0 | $272k | 8.8k | 30.77 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $335k | 3.2k | 105.78 | |
Vanguard Value ETF (VTV) | 0.0 | $275k | 2.3k | 119.93 | |
WisdomTree Earnings 500 Fund (EPS) | 0.0 | $332k | 9.0k | 36.73 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $289k | 2.4k | 120.32 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $325k | 4.2k | 76.83 | |
Eaton (ETN) | 0.0 | $335k | 3.5k | 94.61 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $265k | 2.6k | 101.15 | |
Citizens Financial (CFG) | 0.0 | $264k | 6.5k | 40.55 | |
Bio-techne Corporation (TECH) | 0.0 | $282k | 1.3k | 219.28 | |
Ishares Msci Japan (EWJ) | 0.0 | $304k | 5.1k | 59.32 | |
Azurrx Biopharma | 0.0 | $328k | 316k | 1.04 | |
Invesco India Exchg Tred Fd india etf (PIN) | 0.0 | $347k | 18k | 19.83 | |
Tc Energy Corp (TRP) | 0.0 | $280k | 5.2k | 53.37 | |
Rts/bristol-myers Squibb Compa | 0.0 | $325k | 108k | 3.01 | |
Hasbro (HAS) | 0.0 | $209k | 2.0k | 105.82 | |
State Street Corporation (STT) | 0.0 | $245k | 3.1k | 79.06 | |
Signature Bank (SBNY) | 0.0 | $223k | 1.6k | 136.39 | |
Air Products & Chemicals (APD) | 0.0 | $241k | 1.0k | 235.12 | |
GlaxoSmithKline | 0.0 | $218k | 4.6k | 46.91 | |
Total (TTE) | 0.0 | $240k | 4.3k | 55.34 | |
Marriott International (MAR) | 0.0 | $227k | 1.5k | 151.54 | |
Markel Corporation (MKL) | 0.0 | $240k | 210.00 | 1142.86 | |
Dollar Tree (DLTR) | 0.0 | $221k | 2.3k | 94.08 | |
FactSet Research Systems (FDS) | 0.0 | $201k | 750.00 | 268.00 | |
D.R. Horton (DHI) | 0.0 | $219k | 4.2k | 52.67 | |
Brookline Ban (BRKL) | 0.0 | $238k | 15k | 16.47 | |
AllianceBernstein Holding (AB) | 0.0 | $209k | 6.9k | 30.29 | |
Energy Transfer Equity (ET) | 0.0 | $154k | 12k | 12.81 | |
MTS Systems Corporation | 0.0 | $245k | 5.1k | 48.04 | |
Rockwell Automation (ROK) | 0.0 | $208k | 1.0k | 202.93 | |
SPDR KBW Regional Banking (KRE) | 0.0 | $227k | 3.9k | 58.35 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $223k | 1.5k | 152.53 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $221k | 2.6k | 83.87 | |
John Hancock Pref. Income Fund II (HPF) | 0.0 | $215k | 9.6k | 22.28 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $225k | 4.0k | 55.68 | |
Kraft Heinz (KHC) | 0.0 | $206k | 6.4k | 32.07 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $205k | 7.0k | 29.29 | |
Life Storage Inc reit | 0.0 | $222k | 2.1k | 108.29 | |
Fidelity qlty fctor etf (FQAL) | 0.0 | $241k | 6.4k | 37.72 | |
Yum China Holdings (YUMC) | 0.0 | $244k | 5.1k | 48.06 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $149k | 11k | 13.09 | |
Alexco Resource Corp | 0.0 | $104k | 45k | 2.31 | |
A. H. Belo Corporation | 0.0 | $85k | 30k | 2.83 | |
Tecogen (TGEN) | 0.0 | $52k | 24k | 2.13 | |
Spring Bk Pharmaceuticals In | 0.0 | $148k | 93k | 1.59 | |
Mri Interventions Inc Com cs | 0.0 | $128k | 27k | 4.81 | |
Jounce Therapeutics | 0.0 | $94k | 11k | 8.69 | |
Liqtech International | 0.0 | $70k | 12k | 5.83 | |
Chesapeake Energy Corporation | 0.0 | $9.0k | 11k | 0.85 | |
China Pharma Holdings | 0.0 | $2.0k | 10k | 0.20 | |
Verastem | 0.0 | $17k | 13k | 1.33 | |
Conformis | 0.0 | $17k | 11k | 1.55 | |
Summit Wireless Technologies | 0.0 | $6.0k | 10k | 0.60 |