Pflug Koory as of March 31, 2019
Portfolio Holdings for Pflug Koory
Pflug Koory holds 426 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Berkshire Hathaway (BRK.A) | 5.2 | $6.6M | 2.2k | 3012.27 | |
Apple (AAPL) | 2.9 | $3.7M | 20k | 189.96 | |
Berkshire Hathaway (BRK.B) | 2.6 | $3.4M | 17k | 200.87 | |
Honeywell International (HON) | 2.3 | $2.9M | 18k | 158.92 | |
ABM Industries (ABM) | 2.0 | $2.6M | 72k | 36.35 | |
Procter & Gamble Company (PG) | 1.9 | $2.4M | 23k | 104.06 | |
Thermo Fisher Scientific (TMO) | 1.8 | $2.3M | 8.3k | 273.70 | |
Boeing Company (BA) | 1.6 | $2.1M | 5.5k | 381.45 | |
Microsoft Corporation (MSFT) | 1.5 | $1.9M | 16k | 117.95 | |
Merck & Co (MRK) | 1.4 | $1.8M | 22k | 83.16 | |
Union Pacific Corporation (UNP) | 1.4 | $1.8M | 11k | 167.20 | |
Wells Fargo & Company (WFC) | 1.4 | $1.7M | 36k | 48.33 | |
Norfolk Southern (NSC) | 1.3 | $1.7M | 8.9k | 186.88 | |
Cisco Systems (CSCO) | 1.3 | $1.7M | 31k | 53.99 | |
CSX Corporation (CSX) | 1.3 | $1.6M | 22k | 74.83 | |
iShares Barclays TIPS Bond Fund (TIP) | 1.3 | $1.6M | 14k | 113.10 | |
Lockheed Martin Corporation (LMT) | 1.3 | $1.6M | 5.4k | 300.19 | |
Applied Materials (AMAT) | 1.2 | $1.6M | 40k | 39.66 | |
Intel Corporation (INTC) | 1.2 | $1.5M | 29k | 53.70 | |
Caterpillar (CAT) | 1.2 | $1.5M | 11k | 135.48 | |
Pfizer (PFE) | 1.2 | $1.5M | 35k | 42.46 | |
Citigroup (C) | 1.1 | $1.5M | 23k | 62.22 | |
Johnson & Johnson (JNJ) | 1.1 | $1.4M | 10k | 139.83 | |
PerkinElmer (RVTY) | 1.1 | $1.4M | 15k | 96.36 | |
Nutrien (NTR) | 1.1 | $1.4M | 27k | 52.75 | |
Home Depot (HD) | 1.0 | $1.2M | 6.5k | 191.82 | |
Pepsi (PEP) | 1.0 | $1.2M | 10k | 122.59 | |
Standex Int'l (SXI) | 0.9 | $1.2M | 16k | 73.43 | |
CVS Caremark Corporation (CVS) | 0.9 | $1.2M | 22k | 53.93 | |
Northrop Grumman Corporation (NOC) | 0.9 | $1.1M | 4.2k | 269.57 | |
Advance Auto Parts (AAP) | 0.9 | $1.1M | 6.7k | 170.59 | |
Abbott Laboratories (ABT) | 0.9 | $1.1M | 14k | 79.93 | |
Ingersoll-rand Co Ltd-cl A | 0.9 | $1.1M | 10k | 107.91 | |
McKesson Corporation (MCK) | 0.8 | $1.1M | 9.3k | 117.02 | |
Medtronic (MDT) | 0.8 | $1.1M | 12k | 91.11 | |
General Electric Company | 0.8 | $1.1M | 107k | 9.99 | |
Chevron Corporation (CVX) | 0.8 | $1.1M | 8.6k | 123.23 | |
Verizon Communications (VZ) | 0.8 | $1.1M | 18k | 59.13 | |
Patterson Companies (PDCO) | 0.8 | $1.1M | 48k | 21.86 | |
Bristol Myers Squibb (BMY) | 0.8 | $1.0M | 22k | 47.72 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $1.0M | 10k | 101.19 | |
Hanesbrands (HBI) | 0.8 | $1.0M | 56k | 17.88 | |
Abbvie (ABBV) | 0.8 | $1.0M | 13k | 80.60 | |
Allstate Corporation (ALL) | 0.8 | $1.0M | 11k | 94.17 | |
Target Corporation (TGT) | 0.8 | $995k | 12k | 80.25 | |
Lowe's Companies (LOW) | 0.8 | $991k | 9.1k | 109.50 | |
Textron (TXT) | 0.7 | $943k | 19k | 50.66 | |
Emerson Electric (EMR) | 0.7 | $830k | 12k | 68.48 | |
Archer Daniels Midland Company (ADM) | 0.6 | $820k | 19k | 43.13 | |
U.S. Bancorp (USB) | 0.6 | $797k | 17k | 48.20 | |
ConocoPhillips (COP) | 0.6 | $786k | 12k | 66.73 | |
Sonoco Products Company (SON) | 0.6 | $762k | 12k | 61.50 | |
American Express Company (AXP) | 0.6 | $753k | 6.9k | 109.24 | |
United Technologies Corporation | 0.6 | $744k | 5.8k | 128.85 | |
Varian Medical Systems | 0.6 | $747k | 5.3k | 141.75 | |
Visa (V) | 0.6 | $731k | 4.7k | 156.20 | |
Constellation Brands (STZ) | 0.6 | $714k | 4.1k | 175.21 | |
Sealed Air (SEE) | 0.6 | $704k | 15k | 46.04 | |
At&t (T) | 0.5 | $684k | 22k | 31.34 | |
Southwest Airlines (LUV) | 0.5 | $693k | 13k | 51.93 | |
Oneok (OKE) | 0.5 | $648k | 9.3k | 69.89 | |
S&p Global (SPGI) | 0.5 | $639k | 3.0k | 210.41 | |
Cardinal Health (CAH) | 0.5 | $621k | 13k | 48.18 | |
Texas Instruments Incorporated (TXN) | 0.5 | $604k | 5.7k | 105.98 | |
Oracle Corporation (ORCL) | 0.5 | $594k | 11k | 53.68 | |
Adobe Systems Incorporated (ADBE) | 0.5 | $577k | 2.2k | 266.27 | |
Zimmer Holdings (ZBH) | 0.4 | $564k | 4.4k | 127.60 | |
Werner Enterprises (WERN) | 0.4 | $565k | 17k | 34.13 | |
Helen Of Troy (HELE) | 0.4 | $547k | 4.7k | 115.96 | |
Coty Inc Cl A (COTY) | 0.4 | $533k | 46k | 11.49 | |
Kohl's Corporation (KSS) | 0.4 | $524k | 7.6k | 68.81 | |
AmerisourceBergen (COR) | 0.4 | $498k | 6.3k | 79.49 | |
International Business Machines (IBM) | 0.4 | $499k | 3.5k | 141.20 | |
Walt Disney Company (DIS) | 0.4 | $488k | 4.4k | 110.93 | |
Domtar Corp | 0.4 | $492k | 9.9k | 49.68 | |
Ingredion Incorporated (INGR) | 0.4 | $473k | 5.0k | 94.69 | |
Colgate-Palmolive Company (CL) | 0.4 | $456k | 6.7k | 68.57 | |
United Parcel Service (UPS) | 0.3 | $441k | 3.9k | 111.79 | |
Hain Celestial (HAIN) | 0.3 | $443k | 19k | 23.10 | |
Mondelez Int (MDLZ) | 0.3 | $442k | 8.8k | 49.97 | |
Ishares Tr edge invt grde (IGEB) | 0.3 | $444k | 9.0k | 49.60 | |
Amgen (AMGN) | 0.3 | $436k | 2.3k | 190.06 | |
Cerner Corporation | 0.3 | $422k | 7.4k | 57.26 | |
Discover Financial Services (DFS) | 0.3 | $412k | 5.8k | 71.22 | |
Wal-Mart Stores (WMT) | 0.3 | $413k | 4.2k | 97.61 | |
World Fuel Services Corporation (WKC) | 0.3 | $410k | 14k | 28.87 | |
Dentsply Sirona (XRAY) | 0.3 | $411k | 8.3k | 49.64 | |
Discovery Communications | 0.3 | $400k | 15k | 27.03 | |
Becton, Dickinson and (BDX) | 0.3 | $379k | 1.5k | 249.84 | |
Exxon Mobil Corporation (XOM) | 0.3 | $371k | 4.6k | 80.72 | |
Omni (OMC) | 0.3 | $367k | 5.0k | 73.03 | |
Enterprise Products Partners (EPD) | 0.3 | $372k | 13k | 29.07 | |
Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.3 | $371k | 25k | 15.07 | |
Mosaic (MOS) | 0.3 | $376k | 14k | 27.35 | |
Dowdupont | 0.3 | $373k | 7.0k | 53.38 | |
Corning Incorporated (GLW) | 0.3 | $344k | 10k | 33.11 | |
St. Joe Company (JOE) | 0.3 | $350k | 21k | 16.48 | |
C.H. Robinson Worldwide (CHRW) | 0.3 | $342k | 3.9k | 87.02 | |
Eaton Vance Municipal Bond Fund (EIM) | 0.3 | $351k | 28k | 12.39 | |
Phillips 66 (PSX) | 0.3 | $343k | 3.6k | 95.17 | |
Masco Corporation (MAS) | 0.3 | $333k | 8.5k | 39.37 | |
Fiserv (FI) | 0.3 | $335k | 3.8k | 88.16 | |
Kadant (KAI) | 0.3 | $334k | 3.8k | 88.08 | |
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) | 0.3 | $329k | 6.5k | 50.27 | |
Cummins (CMI) | 0.2 | $315k | 2.0k | 157.97 | |
Apogee Enterprises (APOG) | 0.2 | $321k | 8.6k | 37.43 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.2 | $316k | 2.8k | 112.06 | |
Absolute Shs Tr wbi tct inc sh | 0.2 | $319k | 13k | 24.66 | |
Fastenal Company (FAST) | 0.2 | $304k | 4.7k | 64.34 | |
Valmont Industries (VMI) | 0.2 | $308k | 2.4k | 129.96 | |
Eaton (ETN) | 0.2 | $310k | 3.9k | 80.52 | |
Newell Rubbermaid (NWL) | 0.2 | $290k | 19k | 15.36 | |
Gentherm (THRM) | 0.2 | $293k | 7.9k | 36.86 | |
ConAgra Foods (CAG) | 0.2 | $275k | 9.9k | 27.70 | |
Delta Air Lines (DAL) | 0.2 | $282k | 5.5k | 51.73 | |
Nuveen Equity Premium Income Fund (BXMX) | 0.2 | $277k | 21k | 13.20 | |
Northern Trust Corporation (NTRS) | 0.2 | $271k | 3.0k | 90.33 | |
Danaher Corporation (DHR) | 0.2 | $268k | 2.0k | 132.15 | |
Kennametal (KMT) | 0.2 | $263k | 7.2k | 36.68 | |
MetLife (MET) | 0.2 | $274k | 6.4k | 42.64 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 0.2 | $267k | 3.0k | 88.70 | |
Pentair cs (PNR) | 0.2 | $270k | 6.1k | 44.48 | |
3M Company (MMM) | 0.2 | $253k | 1.2k | 208.06 | |
iShares Russell 2000 Index (IWM) | 0.2 | $255k | 1.7k | 153.15 | |
Ishares Tr msci usavalfct (VLUE) | 0.2 | $254k | 3.2k | 79.80 | |
Johnson Controls International Plc equity (JCI) | 0.2 | $253k | 6.8k | 36.94 | |
TD Ameritrade Holding | 0.2 | $239k | 4.8k | 50.05 | |
Gilead Sciences (GILD) | 0.2 | $243k | 3.7k | 64.92 | |
Ishares Tr cmn (GOVT) | 0.2 | $244k | 9.7k | 25.20 | |
Duke Energy (DUK) | 0.2 | $246k | 2.7k | 90.11 | |
Bank of America Corporation (BAC) | 0.2 | $225k | 8.2k | 27.57 | |
Waste Management (WM) | 0.2 | $229k | 2.2k | 103.76 | |
Tech Data Corporation | 0.2 | $232k | 2.3k | 102.61 | |
Lamb Weston Hldgs (LW) | 0.2 | $233k | 3.1k | 75.09 | |
Stryker Corporation (SYK) | 0.2 | $211k | 1.1k | 197.94 | |
AECOM Technology Corporation (ACM) | 0.2 | $211k | 7.1k | 29.66 | |
Ishares Tr fctsl msci int (INTF) | 0.2 | $219k | 8.3k | 26.36 | |
L3 Technologies | 0.2 | $212k | 1.0k | 206.83 | |
Coca-Cola Company (KO) | 0.2 | $202k | 4.3k | 46.82 | |
iShares Russell 3000 Index (IWV) | 0.2 | $202k | 1.2k | 166.53 | |
Verisign (VRSN) | 0.1 | $191k | 1.1k | 181.90 | |
Morgan Stanley (MS) | 0.1 | $197k | 4.7k | 42.14 | |
Starbucks Corporation (SBUX) | 0.1 | $191k | 2.6k | 74.32 | |
General Dynamics Corporation (GD) | 0.1 | $196k | 1.2k | 169.40 | |
Ishares Inc cmn (EUSA) | 0.1 | $186k | 3.2k | 57.32 | |
Comcast Corporation (CMCSA) | 0.1 | $179k | 4.5k | 39.88 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $182k | 646.00 | 281.73 | |
Snap-on Incorporated (SNA) | 0.1 | $183k | 1.2k | 156.68 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $180k | 1.6k | 110.16 | |
AllianceBernstein Natnl Muncpl Incm Fnd. (AFB) | 0.1 | $174k | 13k | 12.99 | |
Allegion Plc equity (ALLE) | 0.1 | $174k | 1.9k | 90.77 | |
Carnival Corporation (CCL) | 0.1 | $165k | 3.3k | 50.69 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.1 | $164k | 6.3k | 26.05 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $163k | 139.00 | 1172.66 | |
Nordstrom (JWN) | 0.1 | $158k | 3.6k | 44.26 | |
Stericycle (SRCL) | 0.1 | $150k | 2.8k | 54.25 | |
Toyota Motor Corporation (TM) | 0.1 | $148k | 1.3k | 118.40 | |
Kinder Morgan (KMI) | 0.1 | $153k | 7.7k | 19.96 | |
Copart (CPRT) | 0.1 | $142k | 2.4k | 60.43 | |
Nxp Semiconductors N V (NXPI) | 0.1 | $141k | 1.6k | 88.68 | |
Synchrony Financial (SYF) | 0.1 | $146k | 4.6k | 31.84 | |
Itt (ITT) | 0.1 | $142k | 2.4k | 58.20 | |
Nvent Electric Plc Voting equities (NVT) | 0.1 | $145k | 5.4k | 27.03 | |
Sensient Technologies Corporation (SXT) | 0.1 | $122k | 1.8k | 67.78 | |
Campbell Soup Company (CPB) | 0.1 | $128k | 3.4k | 37.98 | |
Honda Motor (HMC) | 0.1 | $131k | 4.8k | 27.15 | |
Kansas City Southern | 0.1 | $125k | 1.1k | 116.28 | |
General Motors Company (GM) | 0.1 | $128k | 3.4k | 37.18 | |
Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $129k | 9.5k | 13.61 | |
Walgreen Boots Alliance (WBA) | 0.1 | $133k | 2.1k | 63.33 | |
Kraft Heinz (KHC) | 0.1 | $125k | 3.8k | 32.59 | |
Bunge | 0.1 | $118k | 2.2k | 53.27 | |
Schlumberger (SLB) | 0.1 | $113k | 2.6k | 43.44 | |
iShares Russell 1000 Index (IWB) | 0.1 | $110k | 700.00 | 157.14 | |
McCormick & Company, Incorporated (MKC) | 0.1 | $117k | 775.00 | 150.97 | |
Westrock (WRK) | 0.1 | $110k | 2.9k | 38.34 | |
Alphabet Inc Class A cs (GOOGL) | 0.1 | $115k | 98.00 | 1173.47 | |
Linde | 0.1 | $121k | 685.00 | 176.64 | |
Ecolab (ECL) | 0.1 | $102k | 575.00 | 177.39 | |
Hillenbrand (HI) | 0.1 | $103k | 2.5k | 41.62 | |
Harris Corporation | 0.1 | $106k | 661.00 | 160.36 | |
Penske Automotive (PAG) | 0.1 | $102k | 2.3k | 44.84 | |
Piedmont Office Realty Trust (PDM) | 0.1 | $97k | 4.7k | 20.74 | |
Allergan | 0.1 | $102k | 694.00 | 146.97 | |
Welltower Inc Com reit (WELL) | 0.1 | $97k | 1.3k | 77.60 | |
Arthur J. Gallagher & Co. (AJG) | 0.1 | $86k | 1.1k | 78.18 | |
Blackstone | 0.1 | $95k | 2.7k | 34.86 | |
Equifax (EFX) | 0.1 | $86k | 725.00 | 118.62 | |
Costco Wholesale Corporation (COST) | 0.1 | $85k | 349.00 | 243.55 | |
McDonald's Corporation (MCD) | 0.1 | $95k | 500.00 | 190.00 | |
Sanofi-Aventis SA (SNY) | 0.1 | $90k | 2.0k | 44.44 | |
Murphy Oil Corporation (MUR) | 0.1 | $94k | 3.2k | 29.39 | |
United Therapeutics Corporation (UTHR) | 0.1 | $94k | 800.00 | 117.50 | |
Devon Energy Corporation (DVN) | 0.1 | $75k | 2.4k | 31.58 | |
FedEx Corporation (FDX) | 0.1 | $72k | 398.00 | 180.90 | |
Tractor Supply Company (TSCO) | 0.1 | $78k | 800.00 | 97.50 | |
Yum! Brands (YUM) | 0.1 | $73k | 730.00 | 100.00 | |
TJX Companies (TJX) | 0.1 | $83k | 1.6k | 53.34 | |
Kellogg Company (K) | 0.1 | $80k | 1.4k | 57.14 | |
MTS Systems Corporation | 0.1 | $75k | 1.4k | 54.15 | |
Unilever (UL) | 0.1 | $77k | 1.3k | 57.51 | |
Hldgs (UAL) | 0.1 | $76k | 951.00 | 79.92 | |
iShares S&P 1500 Index Fund (ITOT) | 0.1 | $81k | 1.3k | 64.64 | |
Hewlett Packard Enterprise (HPE) | 0.1 | $78k | 5.0k | 15.51 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $71k | 204.00 | 348.04 | |
Steelcase (SCS) | 0.1 | $68k | 4.7k | 14.62 | |
Olin Corporation (OLN) | 0.1 | $67k | 2.9k | 23.22 | |
Dover Corporation (DOV) | 0.1 | $65k | 690.00 | 94.20 | |
Teleflex Incorporated (TFX) | 0.1 | $60k | 200.00 | 300.00 | |
iShares Dow Jones US Real Estate (IYR) | 0.1 | $60k | 692.00 | 86.71 | |
Fortune Brands (FBIN) | 0.1 | $58k | 1.2k | 47.74 | |
Ishares Inc factorselect msc (EMGF) | 0.1 | $67k | 1.6k | 42.81 | |
Baxter International (BAX) | 0.0 | $49k | 600.00 | 81.67 | |
Bank of Hawaii Corporation (BOH) | 0.0 | $47k | 600.00 | 78.33 | |
Herman Miller (MLKN) | 0.0 | $52k | 1.5k | 35.49 | |
Philip Morris International (PM) | 0.0 | $48k | 545.00 | 88.07 | |
Qualcomm (QCOM) | 0.0 | $56k | 990.00 | 56.57 | |
Fifth Third Ban (FITB) | 0.0 | $52k | 2.1k | 25.37 | |
TCF Financial Corporation | 0.0 | $53k | 2.6k | 20.78 | |
Amazon (AMZN) | 0.0 | $46k | 26.00 | 1769.23 | |
Entergy Corporation (ETR) | 0.0 | $51k | 531.00 | 96.05 | |
Humana (HUM) | 0.0 | $53k | 200.00 | 265.00 | |
Hormel Foods Corporation (HRL) | 0.0 | $47k | 1.0k | 44.98 | |
NuStar Energy | 0.0 | $55k | 2.0k | 26.88 | |
Sally Beauty Holdings (SBH) | 0.0 | $53k | 2.9k | 18.28 | |
Owens & Minor (OMI) | 0.0 | $47k | 12k | 4.07 | |
Vanguard Financials ETF (VFH) | 0.0 | $54k | 835.00 | 64.67 | |
Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $57k | 5.0k | 11.40 | |
Wendy's/arby's Group (WEN) | 0.0 | $50k | 2.8k | 17.83 | |
Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $47k | 716.00 | 65.64 | |
Paypal Holdings (PYPL) | 0.0 | $46k | 447.00 | 102.91 | |
Ishares Tr msci usa smlcp (SMLF) | 0.0 | $49k | 1.2k | 39.87 | |
Invesco Exchange Traded Fd T dynmc lrg valu (PWV) | 0.0 | $49k | 1.4k | 35.64 | |
BP (BP) | 0.0 | $33k | 750.00 | 44.00 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $33k | 762.00 | 43.31 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $35k | 700.00 | 50.00 | |
Eli Lilly & Co. (LLY) | 0.0 | $38k | 296.00 | 128.38 | |
Boston Scientific Corporation (BSX) | 0.0 | $39k | 1.0k | 38.81 | |
International Flavors & Fragrances (IFF) | 0.0 | $39k | 300.00 | 130.00 | |
Universal Corporation (UVV) | 0.0 | $35k | 600.00 | 58.33 | |
CenturyLink | 0.0 | $35k | 2.9k | 11.88 | |
Novartis (NVS) | 0.0 | $42k | 433.00 | 97.00 | |
Credit Suisse Group | 0.0 | $35k | 3.0k | 11.67 | |
Weyerhaeuser Company (WY) | 0.0 | $35k | 1.3k | 26.42 | |
Greenbrier Companies (GBX) | 0.0 | $37k | 1.1k | 32.20 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $37k | 1.0k | 36.17 | |
Te Connectivity Ltd for (TEL) | 0.0 | $34k | 425.00 | 80.00 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $38k | 685.00 | 55.47 | |
Hp (HPQ) | 0.0 | $36k | 1.8k | 19.52 | |
Yum China Holdings (YUMC) | 0.0 | $33k | 730.00 | 45.21 | |
Varex Imaging (VREX) | 0.0 | $43k | 1.3k | 33.52 | |
Dxc Technology (DXC) | 0.0 | $36k | 560.00 | 64.29 | |
Invesco Variable Rate Preferred Etf etf (VRP) | 0.0 | $40k | 1.6k | 24.65 | |
China Mobile | 0.0 | $25k | 500.00 | 50.00 | |
Charles Schwab Corporation (SCHW) | 0.0 | $29k | 670.00 | 43.28 | |
State Street Corporation (STT) | 0.0 | $21k | 325.00 | 64.62 | |
Williams-Sonoma (WSM) | 0.0 | $23k | 400.00 | 57.50 | |
Altria (MO) | 0.0 | $26k | 450.00 | 57.78 | |
Deere & Company (DE) | 0.0 | $24k | 150.00 | 160.00 | |
eBay (EBAY) | 0.0 | $31k | 847.00 | 36.60 | |
GlaxoSmithKline | 0.0 | $20k | 475.00 | 42.11 | |
Nike (NKE) | 0.0 | $24k | 280.00 | 85.71 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $23k | 340.00 | 67.65 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $21k | 169.00 | 124.26 | |
Prudential Financial (PRU) | 0.0 | $21k | 231.00 | 90.91 | |
Pioneer Natural Resources | 0.0 | $23k | 150.00 | 153.33 | |
Actuant Corporation | 0.0 | $30k | 1.3k | 24.00 | |
Cooper Tire & Rubber Company | 0.0 | $25k | 850.00 | 29.41 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $26k | 290.00 | 89.66 | |
American States Water Company (AWR) | 0.0 | $29k | 400.00 | 72.50 | |
Allegheny Technologies Incorporated (ATI) | 0.0 | $20k | 800.00 | 25.00 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $21k | 179.00 | 117.32 | |
iShares Russell Midcap Value Index (IWS) | 0.0 | $20k | 236.00 | 84.75 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $31k | 163.00 | 190.18 | |
Guidewire Software (GWRE) | 0.0 | $29k | 300.00 | 96.67 | |
Facebook Inc cl a (META) | 0.0 | $29k | 175.00 | 165.71 | |
Alexander & Baldwin (ALEX) | 0.0 | $29k | 1.1k | 25.53 | |
Tier Reit | 0.0 | $27k | 941.00 | 28.69 | |
First Data | 0.0 | $21k | 800.00 | 26.25 | |
Resideo Technologies (REZI) | 0.0 | $24k | 1.2k | 19.51 | |
Fox Corp (FOXA) | 0.0 | $20k | 553.00 | 36.17 | |
Taiwan Semiconductor Mfg (TSM) | 0.0 | $12k | 300.00 | 40.00 | |
Goldman Sachs (GS) | 0.0 | $12k | 65.00 | 184.62 | |
PNC Financial Services (PNC) | 0.0 | $12k | 100.00 | 120.00 | |
Canadian Natl Ry (CNI) | 0.0 | $15k | 173.00 | 86.71 | |
Teva Pharmaceutical Industries (TEVA) | 0.0 | $10k | 668.00 | 14.97 | |
Martin Marietta Materials (MLM) | 0.0 | $13k | 65.00 | 200.00 | |
Consolidated Edison (ED) | 0.0 | $13k | 158.00 | 82.28 | |
Apache Corporation | 0.0 | $10k | 275.00 | 36.36 | |
Microchip Technology (MCHP) | 0.0 | $11k | 132.00 | 83.33 | |
PPG Industries (PPG) | 0.0 | $12k | 105.00 | 114.29 | |
Teradata Corporation (TDC) | 0.0 | $11k | 255.00 | 43.14 | |
V.F. Corporation (VFC) | 0.0 | $9.0k | 100.00 | 90.00 | |
AFLAC Incorporated (AFL) | 0.0 | $8.0k | 150.00 | 53.33 | |
Western Digital (WDC) | 0.0 | $16k | 331.00 | 48.34 | |
Invacare Corporation | 0.0 | $14k | 1.7k | 8.24 | |
Tyson Foods (TSN) | 0.0 | $10k | 150.00 | 66.67 | |
Matthews International Corporation (MATW) | 0.0 | $8.0k | 210.00 | 38.10 | |
Raytheon Company | 0.0 | $11k | 62.00 | 177.42 | |
Valero Energy Corporation (VLO) | 0.0 | $19k | 227.00 | 83.70 | |
BB&T Corporation | 0.0 | $15k | 320.00 | 46.88 | |
Capital One Financial (COF) | 0.0 | $8.0k | 104.00 | 76.92 | |
Diageo (DEO) | 0.0 | $9.0k | 53.00 | 169.81 | |
Fluor Corporation (FLR) | 0.0 | $13k | 350.00 | 37.14 | |
Marsh & McLennan Companies (MMC) | 0.0 | $9.0k | 100.00 | 90.00 | |
iShares S&P 500 Index (IVV) | 0.0 | $14k | 48.00 | 291.67 | |
iShares MSCI EAFE Index Fund (EFA) | 0.0 | $15k | 226.00 | 66.37 | |
Biogen Idec (BIIB) | 0.0 | $9.0k | 37.00 | 243.24 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $12k | 900.00 | 13.33 | |
Henry Schein (HSIC) | 0.0 | $12k | 200.00 | 60.00 | |
Southern Company (SO) | 0.0 | $9.0k | 165.00 | 54.55 | |
USG Corporation | 0.0 | $13k | 300.00 | 43.33 | |
Tupperware Brands Corporation | 0.0 | $13k | 500.00 | 26.00 | |
J.M. Smucker Company (SJM) | 0.0 | $12k | 100.00 | 120.00 | |
Netflix (NFLX) | 0.0 | $18k | 50.00 | 360.00 | |
Carlisle Companies (CSL) | 0.0 | $13k | 105.00 | 123.81 | |
Cedar Fair | 0.0 | $14k | 275.00 | 50.91 | |
Donaldson Company (DCI) | 0.0 | $15k | 300.00 | 50.00 | |
Activision Blizzard | 0.0 | $14k | 300.00 | 46.67 | |
salesforce (CRM) | 0.0 | $10k | 60.00 | 166.67 | |
Baidu (BIDU) | 0.0 | $11k | 67.00 | 164.18 | |
Enbridge (ENB) | 0.0 | $15k | 418.00 | 35.89 | |
AllianceBernstein Holding (AB) | 0.0 | $13k | 450.00 | 28.89 | |
CenterPoint Energy (CNP) | 0.0 | $11k | 350.00 | 31.43 | |
Columbia Sportswear Company (COLM) | 0.0 | $10k | 100.00 | 100.00 | |
Superior Industries International (SUP) | 0.0 | $7.0k | 1.4k | 5.00 | |
Celgene Corporation | 0.0 | $13k | 134.00 | 97.01 | |
Veeco Instruments (VECO) | 0.0 | $9.0k | 800.00 | 11.25 | |
American International (AIG) | 0.0 | $18k | 410.00 | 43.90 | |
iShares Lehman Aggregate Bond (AGG) | 0.0 | $14k | 127.00 | 110.24 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $7.0k | 63.00 | 111.11 | |
Kimco Realty Corporation (KIM) | 0.0 | $7.0k | 396.00 | 17.68 | |
Financial Select Sector SPDR (XLF) | 0.0 | $13k | 501.00 | 25.95 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $12k | 45.00 | 266.67 | |
Six Flags Entertainment (SIX) | 0.0 | $10k | 200.00 | 50.00 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $15k | 157.00 | 95.54 | |
Industries N shs - a - (LYB) | 0.0 | $17k | 200.00 | 85.00 | |
iShares Dow Jones US Consumer Ser. (IYC) | 0.0 | $7.0k | 34.00 | 205.88 | |
Vanguard REIT ETF (VNQ) | 0.0 | $18k | 209.00 | 86.12 | |
iShares S&P Global Healthcare Sect. (IXJ) | 0.0 | $12k | 194.00 | 61.86 | |
iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 0.0 | $11k | 53.00 | 207.55 | |
iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.0 | $16k | 80.00 | 200.00 | |
Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.0 | $13k | 212.00 | 61.32 | |
American Tower Reit (AMT) | 0.0 | $9.0k | 48.00 | 187.50 | |
Hannon Armstrong (HASI) | 0.0 | $7.0k | 287.00 | 24.39 | |
Alibaba Group Holding (BABA) | 0.0 | $10k | 57.00 | 175.44 | |
Crown Castle Intl (CCI) | 0.0 | $7.0k | 56.00 | 125.00 | |
Cable One (CABO) | 0.0 | $15k | 15.00 | 1000.00 | |
Square Inc cl a (SQ) | 0.0 | $7.0k | 100.00 | 70.00 | |
Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.0 | $17k | 356.00 | 47.75 | |
Arconic | 0.0 | $10k | 499.00 | 20.04 | |
Canopy Gro | 0.0 | $7.0k | 150.00 | 46.67 | |
Altaba | 0.0 | $8.0k | 109.00 | 73.39 | |
Tapestry (TPR) | 0.0 | $18k | 550.00 | 32.73 | |
Broadcom (AVGO) | 0.0 | $11k | 35.00 | 314.29 | |
Garrett Motion (GTX) | 0.0 | $11k | 743.00 | 14.80 | |
Cigna Corp (CI) | 0.0 | $13k | 80.00 | 162.50 | |
Genworth Financial (GNW) | 0.0 | $1.0k | 200.00 | 5.00 | |
Principal Financial (PFG) | 0.0 | $2.0k | 40.00 | 50.00 | |
Lincoln National Corporation (LNC) | 0.0 | $5.0k | 86.00 | 58.14 | |
Legg Mason | 0.0 | $4.0k | 150.00 | 26.67 | |
Affiliated Managers (AMG) | 0.0 | $999.960000 | 13.00 | 76.92 | |
Cabot Oil & Gas Corporation (CTRA) | 0.0 | $2.0k | 85.00 | 23.53 | |
Dick's Sporting Goods (DKS) | 0.0 | $1.0k | 38.00 | 26.32 | |
Via | 0.0 | $2.0k | 87.00 | 22.99 | |
Noble Energy | 0.0 | $1.0k | 46.00 | 21.74 | |
Travelers Companies (TRV) | 0.0 | $5.0k | 40.00 | 125.00 | |
Callaway Golf Company (MODG) | 0.0 | $3.0k | 200.00 | 15.00 | |
General Mills (GIS) | 0.0 | $5.0k | 100.00 | 50.00 | |
Hess (HES) | 0.0 | $6.0k | 100.00 | 60.00 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $5.0k | 66.00 | 75.76 | |
Ford Motor Company (F) | 0.0 | $6.0k | 700.00 | 8.57 | |
Accenture (ACN) | 0.0 | $4.0k | 25.00 | 160.00 | |
Barclays (BCS) | 0.0 | $4.0k | 548.00 | 7.30 | |
SPDR Gold Trust (GLD) | 0.0 | $6.0k | 50.00 | 120.00 | |
Avis Budget (CAR) | 0.0 | $0 | 10.00 | 0.00 | |
ACCO Brands Corporation (ACCO) | 0.0 | $4.0k | 500.00 | 8.00 | |
Goldcorp | 0.0 | $2.0k | 200.00 | 10.00 | |
Titan International (TWI) | 0.0 | $1.0k | 200.00 | 5.00 | |
Micron Technology (MU) | 0.0 | $6.0k | 150.00 | 40.00 | |
Invesco (IVZ) | 0.0 | $6.0k | 300.00 | 20.00 | |
Wyndham Worldwide Corporation | 0.0 | $1.0k | 20.00 | 50.00 | |
Myers Industries (MYE) | 0.0 | $4.0k | 215.00 | 18.60 | |
Daktronics (DAKT) | 0.0 | $5.0k | 700.00 | 7.14 | |
Tata Motors | 0.0 | $1.0k | 100.00 | 10.00 | |
BorgWarner (BWA) | 0.0 | $1.0k | 31.00 | 32.26 | |
P.H. Glatfelter Company | 0.0 | $3.0k | 200.00 | 15.00 | |
Otter Tail Corporation (OTTR) | 0.0 | $2.0k | 50.00 | 40.00 | |
Meridian Bioscience | 0.0 | $4.0k | 250.00 | 16.00 | |
Unisys Corporation (UIS) | 0.0 | $0 | 20.00 | 0.00 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $3.0k | 36.00 | 83.33 | |
Tesla Motors (TSLA) | 0.0 | $3.0k | 12.00 | 250.00 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $6.0k | 80.00 | 75.00 | |
Vanguard Value ETF (VTV) | 0.0 | $4.0k | 40.00 | 100.00 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $3.0k | 16.00 | 187.50 | |
Motorola Solutions (MSI) | 0.0 | $6.0k | 42.00 | 142.86 | |
Vanguard Long-Term Bond ETF (BLV) | 0.0 | $3.0k | 30.00 | 100.00 | |
SPDR Barclays Capital High Yield B | 0.0 | $3.0k | 78.00 | 38.46 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.0 | $1.0k | 25.00 | 40.00 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $6.0k | 55.00 | 109.09 | |
MFS Investment Grade Municipal Trust (CXH) | 0.0 | $2.0k | 179.00 | 11.17 | |
Schwab U S Broad Market ETF (SCHB) | 0.0 | $2.0k | 25.00 | 80.00 | |
Schwab International Equity ETF (SCHF) | 0.0 | $1.0k | 40.00 | 25.00 | |
Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.0 | $1.0k | 5.00 | 200.00 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $5.0k | 112.00 | 44.64 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $2.0k | 35.00 | 57.14 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $5.0k | 46.00 | 108.70 | |
News (NWSA) | 0.0 | $3.0k | 262.00 | 11.45 | |
0.0 | $1.0k | 42.00 | 23.81 | ||
Extended Stay America | 0.0 | $4.0k | 230.00 | 17.39 | |
Chemours (CC) | 0.0 | $999.900000 | 30.00 | 33.33 | |
Ingevity (NGVT) | 0.0 | $0 | 0 | 0.00 | |
Fortive (FTV) | 0.0 | $2.0k | 25.00 | 80.00 | |
Advansix (ASIX) | 0.0 | $999.960000 | 52.00 | 19.23 | |
Alcoa (AA) | 0.0 | $5.0k | 165.00 | 30.30 | |
Technipfmc (FTI) | 0.0 | $1.0k | 23.00 | 43.48 | |
National Grid (NGG) | 0.0 | $4.0k | 71.00 | 56.34 | |
Baker Hughes A Ge Company (BKR) | 0.0 | $3.0k | 105.00 | 28.57 | |
Micro Focus Intl | 0.0 | $0 | 10.00 | 0.00 | |
Wyndham Hotels And Resorts (WH) | 0.0 | $1.0k | 20.00 | 50.00 | |
Perspecta | 0.0 | $4.0k | 201.00 | 19.90 | |
S&p Global Water Index Etf etf (CGW) | 0.0 | $6.0k | 163.00 | 36.81 | |
Apergy Corp | 0.0 | $5.0k | 114.00 | 43.86 | |
Keurig Dr Pepper (KDP) | 0.0 | $6.0k | 215.00 | 27.91 | |
Clearway Energy Inc cl c (CWEN) | 0.0 | $3.0k | 203.00 | 14.78 | |
Covetrus | 0.0 | $3.0k | 80.00 | 37.50 |