Pflug Koory as of Sept. 30, 2019
Portfolio Holdings for Pflug Koory
Pflug Koory holds 410 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.A) | 5.2 | $6.9M | 2.2k | 3118.18 | |
Apple (AAPL) | 3.3 | $4.4M | 20k | 223.95 | |
Berkshire Hathaway (BRK.B) | 2.6 | $3.4M | 16k | 208.01 | |
Honeywell International (HON) | 2.3 | $3.1M | 18k | 169.18 | |
Procter & Gamble Company (PG) | 2.1 | $2.7M | 22k | 124.38 | |
ABM Industries (ABM) | 2.0 | $2.6M | 71k | 36.33 | |
Microsoft Corporation (MSFT) | 1.7 | $2.2M | 16k | 139.01 | |
Thermo Fisher Scientific (TMO) | 1.6 | $2.1M | 7.2k | 291.24 | |
Boeing Company (BA) | 1.6 | $2.1M | 5.4k | 380.51 | |
Lockheed Martin Corporation (LMT) | 1.6 | $2.1M | 5.3k | 390.12 | |
Applied Materials (AMAT) | 1.5 | $2.0M | 39k | 49.89 | |
Merck & Co (MRK) | 1.4 | $1.8M | 22k | 84.18 | |
Wells Fargo & Company (WFC) | 1.4 | $1.8M | 36k | 50.43 | |
Union Pacific Corporation (UNP) | 1.3 | $1.7M | 10k | 161.98 | |
iShares Barclays TIPS Bond Fund (TIP) | 1.3 | $1.7M | 14k | 116.31 | |
Citigroup (C) | 1.2 | $1.6M | 23k | 69.06 | |
Norfolk Southern (NSC) | 1.2 | $1.6M | 8.9k | 179.70 | |
Northrop Grumman Corporation (NOC) | 1.2 | $1.6M | 4.2k | 374.73 | |
CSX Corporation (CSX) | 1.1 | $1.5M | 22k | 69.29 | |
Cisco Systems (CSCO) | 1.1 | $1.5M | 30k | 49.41 | |
Home Depot (HD) | 1.1 | $1.5M | 6.4k | 231.97 | |
Intel Corporation (INTC) | 1.1 | $1.5M | 28k | 51.55 | |
Johnson & Johnson (JNJ) | 1.1 | $1.4M | 11k | 129.42 | |
Caterpillar (CAT) | 1.1 | $1.4M | 11k | 126.35 | |
Pepsi (PEP) | 1.0 | $1.4M | 10k | 137.11 | |
CVS Caremark Corporation (CVS) | 1.0 | $1.4M | 22k | 63.07 | |
McKesson Corporation (MCK) | 1.0 | $1.4M | 9.9k | 136.70 | |
Target Corporation (TGT) | 1.0 | $1.3M | 12k | 106.92 | |
Medtronic (MDT) | 1.0 | $1.3M | 12k | 108.58 | |
Pfizer (PFE) | 1.0 | $1.3M | 35k | 35.94 | |
PerkinElmer (RVTY) | 0.9 | $1.2M | 14k | 85.14 | |
Ingersoll-rand Co Ltd-cl A | 0.9 | $1.2M | 10k | 123.22 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $1.2M | 10k | 117.73 | |
Abbott Laboratories (ABT) | 0.9 | $1.2M | 14k | 83.70 | |
Standex Int'l (SXI) | 0.9 | $1.2M | 16k | 72.93 | |
Bristol Myers Squibb (BMY) | 0.9 | $1.2M | 23k | 50.72 | |
Allstate Corporation (ALL) | 0.9 | $1.1M | 11k | 108.71 | |
Verizon Communications (VZ) | 0.8 | $1.1M | 18k | 60.38 | |
Advance Auto Parts (AAP) | 0.8 | $1.1M | 6.6k | 165.42 | |
Chevron Corporation (CVX) | 0.8 | $1.0M | 8.5k | 118.56 | |
Lowe's Companies (LOW) | 0.8 | $990k | 9.0k | 110.00 | |
Vishay Intertechnology (VSH) | 0.7 | $974k | 58k | 16.92 | |
Nutrien (NTR) | 0.7 | $969k | 19k | 49.90 | |
Abbvie (ABBV) | 0.7 | $953k | 13k | 75.75 | |
U.S. Bancorp (USB) | 0.7 | $915k | 17k | 55.34 | |
Textron (TXT) | 0.7 | $901k | 18k | 48.94 | |
Hanesbrands (HBI) | 0.7 | $853k | 56k | 15.31 | |
At&t (T) | 0.6 | $830k | 22k | 37.82 | |
Patterson Companies (PDCO) | 0.6 | $831k | 47k | 17.81 | |
Constellation Brands (STZ) | 0.6 | $814k | 3.9k | 207.39 | |
American Express Company (AXP) | 0.6 | $803k | 6.8k | 118.21 | |
Emerson Electric (EMR) | 0.6 | $790k | 12k | 66.84 | |
Visa (V) | 0.6 | $792k | 4.6k | 171.99 | |
Archer Daniels Midland Company (ADM) | 0.6 | $773k | 19k | 41.09 | |
United Technologies Corporation | 0.6 | $781k | 5.7k | 136.56 | |
Texas Instruments Incorporated (TXN) | 0.6 | $742k | 5.7k | 129.16 | |
S&p Global (SPGI) | 0.6 | $744k | 3.0k | 244.98 | |
Southwest Airlines (LUV) | 0.6 | $724k | 13k | 54.01 | |
Sonoco Products Company (SON) | 0.5 | $715k | 12k | 58.18 | |
ConocoPhillips (COP) | 0.5 | $668k | 12k | 57.01 | |
Sealed Air (SEE) | 0.5 | $629k | 15k | 41.48 | |
General Electric Company | 0.5 | $624k | 70k | 8.94 | |
Varian Medical Systems | 0.5 | $616k | 5.2k | 119.15 | |
Cardinal Health (CAH) | 0.5 | $602k | 13k | 47.22 | |
Oracle Corporation (ORCL) | 0.5 | $609k | 11k | 55.03 | |
Zimmer Holdings (ZBH) | 0.5 | $607k | 4.4k | 137.33 | |
Adobe Systems Incorporated (ADBE) | 0.4 | $571k | 2.1k | 276.25 | |
Werner Enterprises (WERN) | 0.4 | $564k | 16k | 35.29 | |
Walt Disney Company (DIS) | 0.4 | $558k | 4.3k | 130.25 | |
World Fuel Services Corporation (WKC) | 0.4 | $535k | 13k | 39.96 | |
Helen Of Troy (HELE) | 0.4 | $522k | 3.3k | 157.70 | |
International Business Machines (IBM) | 0.4 | $514k | 3.5k | 145.44 | |
Wal-Mart Stores (WMT) | 0.4 | $500k | 4.2k | 118.74 | |
Colgate-Palmolive Company (CL) | 0.4 | $495k | 6.7k | 73.49 | |
Cerner Corporation | 0.4 | $485k | 7.1k | 68.12 | |
Mondelez Int (MDLZ) | 0.4 | $487k | 8.8k | 55.37 | |
Ishares Tr edge invt grde (IGEB) | 0.4 | $472k | 9.0k | 52.73 | |
United Parcel Service (UPS) | 0.3 | $462k | 3.9k | 119.84 | |
Coty Inc Cl A (COTY) | 0.3 | $458k | 44k | 10.51 | |
Discover Financial Services (DFS) | 0.3 | $449k | 5.5k | 81.12 | |
Amgen (AMGN) | 0.3 | $444k | 2.3k | 193.55 | |
Carnival Corporation (CCL) | 0.3 | $424k | 9.7k | 43.69 | |
Fiserv (FI) | 0.3 | $419k | 4.0k | 103.66 | |
Ingredion Incorporated (INGR) | 0.3 | $428k | 5.2k | 81.68 | |
Dentsply Sirona (XRAY) | 0.3 | $419k | 7.9k | 53.34 | |
Hain Celestial (HAIN) | 0.3 | $403k | 19k | 21.49 | |
L3harris Technologies (LHX) | 0.3 | $389k | 1.9k | 208.80 | |
Becton, Dickinson and (BDX) | 0.3 | $384k | 1.5k | 253.13 | |
Discovery Communications | 0.3 | $385k | 15k | 26.64 | |
Cummins (CMI) | 0.3 | $375k | 2.3k | 162.76 | |
Kohl's Corporation (KSS) | 0.3 | $366k | 7.4k | 49.69 | |
AmerisourceBergen (COR) | 0.3 | $374k | 4.5k | 82.38 | |
Domtar Corp | 0.3 | $373k | 10k | 35.77 | |
St. Joe Company (JOE) | 0.3 | $364k | 21k | 17.13 | |
Enterprise Products Partners (EPD) | 0.3 | $366k | 13k | 28.60 | |
Eaton Vance Municipal Bond Fund (EIM) | 0.3 | $367k | 28k | 12.96 | |
Phillips 66 (PSX) | 0.3 | $373k | 3.6k | 102.44 | |
Delta Air Lines (DAL) | 0.3 | $336k | 5.8k | 57.67 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.3 | $336k | 2.8k | 119.15 | |
Omni (OMC) | 0.2 | $329k | 4.2k | 78.33 | |
Kadant (KAI) | 0.2 | $333k | 3.8k | 87.82 | |
Apogee Enterprises (APOG) | 0.2 | $327k | 8.4k | 39.04 | |
Valmont Industries (VMI) | 0.2 | $328k | 2.4k | 138.40 | |
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) | 0.2 | $329k | 6.5k | 50.27 | |
Absolute Shs Tr wbi tct inc sh | 0.2 | $331k | 13k | 25.59 | |
Exxon Mobil Corporation (XOM) | 0.2 | $318k | 4.5k | 70.65 | |
Newell Rubbermaid (NWL) | 0.2 | $319k | 17k | 18.73 | |
Gentherm (THRM) | 0.2 | $310k | 7.5k | 41.07 | |
Eaton (ETN) | 0.2 | $319k | 3.8k | 83.18 | |
Ishares Tr conv bd etf (ICVT) | 0.2 | $315k | 5.4k | 58.09 | |
C.H. Robinson Worldwide (CHRW) | 0.2 | $306k | 3.6k | 84.88 | |
Fastenal Company (FAST) | 0.2 | $309k | 9.5k | 32.70 | |
Corning Incorporated (GLW) | 0.2 | $293k | 10k | 28.47 | |
Masco Corporation (MAS) | 0.2 | $290k | 7.0k | 41.67 | |
Danaher Corporation (DHR) | 0.2 | $286k | 2.0k | 144.59 | |
Kennametal (KMT) | 0.2 | $294k | 9.6k | 30.72 | |
MetLife (MET) | 0.2 | $294k | 3.2k | 91.13 | |
Northern Trust Corporation (NTRS) | 0.2 | $280k | 3.0k | 93.33 | |
Nuveen Equity Premium Income Fund (BXMX) | 0.2 | $274k | 21k | 13.06 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 0.2 | $278k | 3.0k | 92.36 | |
Pentair cs (PNR) | 0.2 | $275k | 7.3k | 37.83 | |
AECOM Technology Corporation (ACM) | 0.2 | $258k | 6.9k | 37.58 | |
Duke Energy (DUK) | 0.2 | $262k | 2.7k | 95.97 | |
Ishares Tr msci usavalfct (VLUE) | 0.2 | $261k | 3.2k | 82.00 | |
Johnson Controls International Plc equity (JCI) | 0.2 | $264k | 6.0k | 43.90 | |
Waste Management (WM) | 0.2 | $254k | 2.2k | 115.09 | |
Parker-Hannifin Corporation (PH) | 0.2 | $255k | 1.4k | 180.59 | |
iShares Russell 2000 Index (IWM) | 0.2 | $252k | 1.7k | 151.35 | |
Ishares Tr cmn (GOVT) | 0.2 | $255k | 9.7k | 26.33 | |
Bank of America Corporation (BAC) | 0.2 | $232k | 7.9k | 29.22 | |
Coca-Cola Company (KO) | 0.2 | $235k | 4.3k | 54.47 | |
Oneok (OKE) | 0.2 | $241k | 3.3k | 73.66 | |
Mosaic (MOS) | 0.2 | $243k | 12k | 20.47 | |
TD Ameritrade Holding | 0.2 | $223k | 4.8k | 46.70 | |
Gilead Sciences (GILD) | 0.2 | $225k | 3.5k | 63.42 | |
Starbucks Corporation (SBUX) | 0.2 | $227k | 2.6k | 88.33 | |
Lamb Weston Hldgs (LW) | 0.2 | $226k | 3.1k | 72.83 | |
General Dynamics Corporation (GD) | 0.2 | $206k | 1.1k | 182.30 | |
Tech Data Corporation | 0.2 | $207k | 2.0k | 104.49 | |
Ishares Tr fctsl msci int (INTF) | 0.2 | $212k | 8.3k | 25.51 | |
Comcast Corporation (CMCSA) | 0.1 | $202k | 4.5k | 45.00 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $192k | 646.00 | 297.21 | |
3M Company (MMM) | 0.1 | $197k | 1.2k | 164.03 | |
Verisign (VRSN) | 0.1 | $198k | 1.1k | 188.57 | |
Morgan Stanley (MS) | 0.1 | $195k | 4.6k | 42.62 | |
Stryker Corporation (SYK) | 0.1 | $195k | 900.00 | 216.67 | |
Ishares Inc cmn (EUSA) | 0.1 | $194k | 3.2k | 59.78 | |
Copart (CPRT) | 0.1 | $189k | 2.4k | 80.43 | |
Snap-on Incorporated (SNA) | 0.1 | $183k | 1.2k | 156.68 | |
General Motors Company (GM) | 0.1 | $187k | 5.0k | 37.41 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $185k | 1.6k | 113.22 | |
AllianceBernstein Natnl Muncpl Incm Fnd. (AFB) | 0.1 | $185k | 13k | 13.81 | |
ConAgra Foods (CAG) | 0.1 | $173k | 5.7k | 30.61 | |
Toyota Motor Corporation (TM) | 0.1 | $168k | 1.3k | 134.40 | |
Nxp Semiconductors N V (NXPI) | 0.1 | $174k | 1.6k | 109.43 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.1 | $172k | 6.8k | 25.14 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $169k | 139.00 | 1215.83 | |
iShares Russell 3000 Index (IWV) | 0.1 | $157k | 904.00 | 173.67 | |
Schwab U S Broad Market ETF (SCHB) | 0.1 | $156k | 2.2k | 70.81 | |
Kinder Morgan (KMI) | 0.1 | $158k | 7.7k | 20.61 | |
Westrock (WRK) | 0.1 | $164k | 4.5k | 36.53 | |
Dupont De Nemours (DD) | 0.1 | $163k | 2.3k | 71.24 | |
Campbell Soup Company (CPB) | 0.1 | $146k | 3.1k | 46.79 | |
Kansas City Southern | 0.1 | $143k | 1.1k | 133.02 | |
Synchrony Financial (SYF) | 0.1 | $146k | 4.3k | 34.07 | |
Kraft Heinz (KHC) | 0.1 | $141k | 5.0k | 27.98 | |
Itt (ITT) | 0.1 | $149k | 2.4k | 61.07 | |
Stericycle (SRCL) | 0.1 | $137k | 2.7k | 51.02 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $136k | 1.9k | 70.83 | |
Linde | 0.1 | $133k | 685.00 | 194.16 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $133k | 2.7k | 48.81 | |
Ecolab (ECL) | 0.1 | $114k | 575.00 | 198.26 | |
McDonald's Corporation (MCD) | 0.1 | $115k | 536.00 | 214.55 | |
Bunge | 0.1 | $117k | 2.1k | 56.39 | |
Sensient Technologies Corporation (SXT) | 0.1 | $124k | 1.8k | 68.89 | |
Honda Motor (HMC) | 0.1 | $119k | 4.6k | 26.01 | |
iShares Russell 1000 Index (IWB) | 0.1 | $115k | 700.00 | 164.29 | |
McCormick & Company, Incorporated (MKC) | 0.1 | $118k | 755.00 | 156.29 | |
Walgreen Boots Alliance (WBA) | 0.1 | $116k | 2.1k | 55.24 | |
Allergan | 0.1 | $114k | 679.00 | 167.89 | |
Welltower Inc Com reit (WELL) | 0.1 | $113k | 1.3k | 90.40 | |
Alphabet Inc Class A cs (GOOGL) | 0.1 | $114k | 93.00 | 1225.81 | |
Arthur J. Gallagher & Co. (AJG) | 0.1 | $99k | 1.1k | 90.00 | |
Nordstrom (JWN) | 0.1 | $102k | 3.0k | 33.77 | |
Nvent Electric Plc Voting equities (NVT) | 0.1 | $107k | 4.9k | 22.02 | |
Equifax (EFX) | 0.1 | $98k | 700.00 | 140.00 | |
Yum! Brands (YUM) | 0.1 | $91k | 800.00 | 113.75 | |
Sanofi-Aventis SA (SNY) | 0.1 | $94k | 2.0k | 46.42 | |
Piedmont Office Realty Trust (PDM) | 0.1 | $98k | 4.7k | 20.96 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.1 | $93k | 1.7k | 54.93 | |
Costco Wholesale Corporation (COST) | 0.1 | $83k | 287.00 | 289.20 | |
FedEx Corporation (FDX) | 0.1 | $82k | 563.00 | 145.65 | |
Hillenbrand (HI) | 0.1 | $76k | 2.5k | 30.71 | |
Steelcase (SCS) | 0.1 | $78k | 4.3k | 18.35 | |
Schlumberger (SLB) | 0.1 | $82k | 2.4k | 34.10 | |
Qualcomm (QCOM) | 0.1 | $76k | 990.00 | 76.77 | |
Kellogg Company (K) | 0.1 | $77k | 1.2k | 64.44 | |
Penske Automotive (PAG) | 0.1 | $74k | 1.6k | 46.98 | |
MTS Systems Corporation | 0.1 | $77k | 1.4k | 55.60 | |
Unilever (UL) | 0.1 | $80k | 1.3k | 59.75 | |
Hldgs (UAL) | 0.1 | $84k | 951.00 | 88.33 | |
Hewlett Packard Enterprise (HPE) | 0.1 | $76k | 5.0k | 15.19 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $84k | 204.00 | 411.76 | |
Tractor Supply Company (TSCO) | 0.1 | $72k | 800.00 | 90.00 | |
Herman Miller (MLKN) | 0.1 | $68k | 1.5k | 46.42 | |
Murphy Oil Corporation (MUR) | 0.1 | $62k | 2.8k | 22.16 | |
Dover Corporation (DOV) | 0.1 | $69k | 690.00 | 100.00 | |
Entergy Corporation (ETR) | 0.1 | $62k | 531.00 | 116.76 | |
Teleflex Incorporated (TFX) | 0.1 | $68k | 200.00 | 340.00 | |
Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.1 | $60k | 5.0k | 12.00 | |
iShares S&P 1500 Index Fund (ITOT) | 0.1 | $64k | 953.00 | 67.16 | |
Fortune Brands (FBIN) | 0.1 | $70k | 1.3k | 54.47 | |
Ishares Inc factorselect msc (EMGF) | 0.1 | $64k | 1.6k | 40.89 | |
Schwab 1000 Index Etf etf (SCHK) | 0.1 | $60k | 2.1k | 29.01 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $57k | 1.3k | 45.60 | |
Devon Energy Corporation (DVN) | 0.0 | $57k | 2.4k | 24.00 | |
Baxter International (BAX) | 0.0 | $52k | 600.00 | 86.67 | |
Genuine Parts Company (GPC) | 0.0 | $50k | 500.00 | 100.00 | |
Fifth Third Ban (FITB) | 0.0 | $56k | 2.1k | 27.32 | |
Humana (HUM) | 0.0 | $51k | 200.00 | 255.00 | |
NuStar Energy | 0.0 | $58k | 2.0k | 28.35 | |
United Therapeutics Corporation (UTHR) | 0.0 | $54k | 675.00 | 80.00 | |
Vanguard Financials ETF (VFH) | 0.0 | $58k | 835.00 | 69.46 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $47k | 832.00 | 56.49 | |
Wendy's/arby's Group (WEN) | 0.0 | $56k | 2.8k | 19.96 | |
Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $51k | 716.00 | 71.23 | |
Ishares Tr msci usa smlcp (SMLF) | 0.0 | $49k | 1.2k | 39.87 | |
Corteva (CTVA) | 0.0 | $57k | 2.0k | 28.22 | |
Eli Lilly & Co. (LLY) | 0.0 | $33k | 296.00 | 111.49 | |
Bank of Hawaii Corporation (BOH) | 0.0 | $43k | 500.00 | 86.00 | |
International Flavors & Fragrances (IFF) | 0.0 | $37k | 300.00 | 123.33 | |
Universal Corporation (UVV) | 0.0 | $33k | 600.00 | 55.00 | |
CenturyLink | 0.0 | $37k | 2.9k | 12.56 | |
Novartis (NVS) | 0.0 | $38k | 433.00 | 87.76 | |
Olin Corporation (OLN) | 0.0 | $37k | 2.0k | 18.88 | |
Credit Suisse Group | 0.0 | $37k | 3.0k | 12.33 | |
Philip Morris International (PM) | 0.0 | $41k | 545.00 | 75.23 | |
Weyerhaeuser Company (WY) | 0.0 | $39k | 1.4k | 27.37 | |
TJX Companies (TJX) | 0.0 | $43k | 778.00 | 55.27 | |
Amazon (AMZN) | 0.0 | $45k | 26.00 | 1730.77 | |
Hormel Foods Corporation (HRL) | 0.0 | $42k | 970.00 | 43.30 | |
Sally Beauty Holdings (SBH) | 0.0 | $43k | 2.9k | 14.83 | |
American States Water Company (AWR) | 0.0 | $36k | 400.00 | 90.00 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $39k | 1.1k | 37.11 | |
Schwab U S Small Cap ETF (SCHA) | 0.0 | $36k | 514.00 | 70.04 | |
Facebook Inc cl a (META) | 0.0 | $39k | 217.00 | 179.72 | |
Paypal Holdings (PYPL) | 0.0 | $46k | 447.00 | 102.91 | |
Hp (HPQ) | 0.0 | $35k | 1.8k | 18.98 | |
Yum China Holdings (YUMC) | 0.0 | $33k | 730.00 | 45.21 | |
Varex Imaging (VREX) | 0.0 | $37k | 1.3k | 28.84 | |
Invesco Variable Rate Preferred Etf etf (VRP) | 0.0 | $42k | 1.7k | 25.19 | |
Tcf Financial Corp | 0.0 | $43k | 1.1k | 37.79 | |
BP (BP) | 0.0 | $21k | 550.00 | 38.18 | |
China Mobile | 0.0 | $21k | 500.00 | 42.00 | |
Charles Schwab Corporation (SCHW) | 0.0 | $29k | 690.00 | 42.03 | |
Western Digital (WDC) | 0.0 | $20k | 331.00 | 60.42 | |
Williams-Sonoma (WSM) | 0.0 | $20k | 300.00 | 66.67 | |
Deere & Company (DE) | 0.0 | $25k | 150.00 | 166.67 | |
eBay (EBAY) | 0.0 | $31k | 797.00 | 38.90 | |
GlaxoSmithKline | 0.0 | $20k | 475.00 | 42.11 | |
Nike (NKE) | 0.0 | $26k | 280.00 | 92.86 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $22k | 169.00 | 130.18 | |
Prudential Financial (PRU) | 0.0 | $21k | 231.00 | 90.91 | |
Actuant Corporation | 0.0 | $27k | 1.3k | 21.60 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $31k | 290.00 | 106.90 | |
Greenbrier Companies (GBX) | 0.0 | $20k | 649.00 | 30.82 | |
American International (AIG) | 0.0 | $23k | 410.00 | 56.10 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $21k | 164.00 | 128.05 | |
iShares Russell Midcap Value Index (IWS) | 0.0 | $21k | 236.00 | 88.98 | |
iShares Dow Jones US Real Estate (IYR) | 0.0 | $27k | 292.00 | 92.47 | |
Tesla Motors (TSLA) | 0.0 | $23k | 97.00 | 237.11 | |
Vanguard REIT ETF (VNQ) | 0.0 | $20k | 214.00 | 93.46 | |
Te Connectivity Ltd for (TEL) | 0.0 | $28k | 300.00 | 93.33 | |
Guidewire Software (GWRE) | 0.0 | $32k | 300.00 | 106.67 | |
Alexander & Baldwin (ALEX) | 0.0 | $23k | 1.0k | 23.00 | |
Cousins Properties (CUZ) | 0.0 | $26k | 701.00 | 37.09 | |
Taiwan Semiconductor Mfg (TSM) | 0.0 | $14k | 300.00 | 46.67 | |
Goldman Sachs (GS) | 0.0 | $13k | 65.00 | 200.00 | |
State Street Corporation (STT) | 0.0 | $19k | 325.00 | 58.46 | |
PNC Financial Services (PNC) | 0.0 | $14k | 100.00 | 140.00 | |
Principal Financial (PFG) | 0.0 | $16k | 285.00 | 56.14 | |
Martin Marietta Materials (MLM) | 0.0 | $18k | 65.00 | 276.92 | |
Consolidated Edison (ED) | 0.0 | $15k | 158.00 | 94.94 | |
Microchip Technology (MCHP) | 0.0 | $12k | 132.00 | 90.91 | |
PPG Industries (PPG) | 0.0 | $12k | 105.00 | 114.29 | |
Teradata Corporation (TDC) | 0.0 | $8.0k | 255.00 | 31.37 | |
V.F. Corporation (VFC) | 0.0 | $9.0k | 100.00 | 90.00 | |
AFLAC Incorporated (AFL) | 0.0 | $8.0k | 150.00 | 53.33 | |
Best Buy (BBY) | 0.0 | $10k | 150.00 | 66.67 | |
Raytheon Company | 0.0 | $12k | 62.00 | 193.55 | |
Valero Energy Corporation (VLO) | 0.0 | $19k | 227.00 | 83.70 | |
Altria (MO) | 0.0 | $18k | 450.00 | 40.00 | |
BB&T Corporation | 0.0 | $17k | 320.00 | 53.12 | |
Capital One Financial (COF) | 0.0 | $7.0k | 79.00 | 88.61 | |
Diageo (DEO) | 0.0 | $9.0k | 53.00 | 169.81 | |
Fluor Corporation (FLR) | 0.0 | $7.0k | 350.00 | 20.00 | |
Marsh & McLennan Companies (MMC) | 0.0 | $10k | 100.00 | 100.00 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $15k | 340.00 | 44.12 | |
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 | |
Henry Schein (HSIC) | 0.0 | $13k | 200.00 | 65.00 | |
Southern Company (SO) | 0.0 | $10k | 165.00 | 60.61 | |
Pioneer Natural Resources | 0.0 | $19k | 150.00 | 126.67 | |
J.M. Smucker Company (SJM) | 0.0 | $11k | 100.00 | 110.00 | |
Netflix (NFLX) | 0.0 | $13k | 50.00 | 260.00 | |
Carlisle Companies (CSL) | 0.0 | $12k | 80.00 | 150.00 | |
Cedar Fair | 0.0 | $16k | 275.00 | 58.18 | |
Donaldson Company (DCI) | 0.0 | $16k | 300.00 | 53.33 | |
SPDR Gold Trust (GLD) | 0.0 | $7.0k | 50.00 | 140.00 | |
Activision Blizzard | 0.0 | $16k | 300.00 | 53.33 | |
salesforce (CRM) | 0.0 | $9.0k | 60.00 | 150.00 | |
Baidu (BIDU) | 0.0 | $7.0k | 67.00 | 104.48 | |
Enbridge (ENB) | 0.0 | $15k | 418.00 | 35.89 | |
Alaska Air (ALK) | 0.0 | $9.0k | 133.00 | 67.67 | |
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 | |
Cooper Tire & Rubber Company | 0.0 | $18k | 700.00 | 25.71 | |
Celgene Corporation | 0.0 | $13k | 134.00 | 97.01 | |
Owens & Minor (OMI) | 0.0 | $9.0k | 1.6k | 5.62 | |
Allegheny Technologies Incorporated (ATI) | 0.0 | $10k | 500.00 | 20.00 | |
iShares Lehman Aggregate Bond (AGG) | 0.0 | $14k | 127.00 | 110.24 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $8.0k | 63.00 | 126.98 | |
Kimco Realty Corporation (KIM) | 0.0 | $8.0k | 396.00 | 20.20 | |
Financial Select Sector SPDR (XLF) | 0.0 | $14k | 506.00 | 27.67 | |
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 | $16k | 157.00 | 101.91 | |
iShares Dow Jones US Consumer Ser. (IYC) | 0.0 | $7.0k | 34.00 | 205.88 | |
Motorola Solutions (MSI) | 0.0 | $7.0k | 42.00 | 166.67 | |
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 | $18k | 80.00 | 225.00 | |
Schwab International Equity ETF (SCHF) | 0.0 | $11k | 359.00 | 30.64 | |
Schwab Strategic Tr 0 (SCHP) | 0.0 | $10k | 177.00 | 56.50 | |
Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.0 | $13k | 215.00 | 60.47 | |
American Tower Reit (AMT) | 0.0 | $11k | 48.00 | 229.17 | |
Hannon Armstrong (HASI) | 0.0 | $8.0k | 287.00 | 27.87 | |
Alibaba Group Holding (BABA) | 0.0 | $10k | 57.00 | 175.44 | |
Crown Castle Intl (CCI) | 0.0 | $8.0k | 56.00 | 142.86 | |
Cable One (CABO) | 0.0 | $19k | 15.00 | 1266.67 | |
Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.0 | $18k | 356.00 | 50.56 | |
Arconic | 0.0 | $11k | 433.00 | 25.40 | |
Dxc Technology (DXC) | 0.0 | $16k | 548.00 | 29.20 | |
Tapestry (TPR) | 0.0 | $9.0k | 350.00 | 25.71 | |
Booking Holdings (BKNG) | 0.0 | $10k | 5.00 | 2000.00 | |
Broadcom (AVGO) | 0.0 | $10k | 35.00 | 285.71 | |
Cigna Corp (CI) | 0.0 | $14k | 90.00 | 155.56 | |
Resideo Technologies (REZI) | 0.0 | $12k | 866.00 | 13.86 | |
Fox Corp (FOXA) | 0.0 | $17k | 553.00 | 30.74 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $3.0k | 67.00 | 44.78 | |
Genworth Financial (GNW) | 0.0 | $1.0k | 200.00 | 5.00 | |
Lincoln National Corporation (LNC) | 0.0 | $5.0k | 86.00 | 58.14 | |
Legg Mason | 0.0 | $6.0k | 150.00 | 40.00 | |
Via | 0.0 | $2.0k | 87.00 | 22.99 | |
Teva Pharmaceutical Industries (TEVA) | 0.0 | $999.600000 | 168.00 | 5.95 | |
Newmont Mining Corporation (NEM) | 0.0 | $2.0k | 65.00 | 30.77 | |
Travelers Companies (TRV) | 0.0 | $6.0k | 40.00 | 150.00 | |
Boston Scientific Corporation (BSX) | 0.0 | $4.0k | 100.00 | 40.00 | |
Matthews International Corporation (MATW) | 0.0 | $6.0k | 175.00 | 34.29 | |
General Mills (GIS) | 0.0 | $6.0k | 100.00 | 60.00 | |
Hess (HES) | 0.0 | $3.0k | 50.00 | 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 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $2.0k | 200.00 | 10.00 | |
Accenture (ACN) | 0.0 | $5.0k | 25.00 | 200.00 | |
Barclays (BCS) | 0.0 | $4.0k | 548.00 | 7.30 | |
ACCO Brands Corporation (ACCO) | 0.0 | $5.0k | 500.00 | 10.00 | |
Micron Technology (MU) | 0.0 | $6.0k | 150.00 | 40.00 | |
Invesco (IVZ) | 0.0 | $5.0k | 300.00 | 16.67 | |
Daktronics (DAKT) | 0.0 | $5.0k | 700.00 | 7.14 | |
P.H. Glatfelter Company | 0.0 | $3.0k | 200.00 | 15.00 | |
Otter Tail Corporation (OTTR) | 0.0 | $3.0k | 50.00 | 60.00 | |
Meridian Bioscience | 0.0 | $2.0k | 250.00 | 8.00 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $6.0k | 30.00 | 200.00 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $3.0k | 36.00 | 83.33 | |
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 | |
Vanguard Long-Term Bond ETF (BLV) | 0.0 | $3.0k | 30.00 | 100.00 | |
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 Strategic Tr us reit etf (SCHH) | 0.0 | $5.0k | 112.00 | 44.64 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $6.0k | 46.00 | 130.43 | |
News (NWSA) | 0.0 | $4.0k | 262.00 | 15.27 | |
Sch Fnd Intl Lg Etf (FNDF) | 0.0 | $5.0k | 182.00 | 27.47 | |
Allegion Plc equity (ALLE) | 0.0 | $5.0k | 50.00 | 100.00 | |
0.0 | $2.0k | 42.00 | 47.62 | ||
Extended Stay America | 0.0 | $3.0k | 230.00 | 13.04 | |
Chemours (CC) | 0.0 | $0 | 30.00 | 0.00 | |
Square Inc cl a (SQ) | 0.0 | $6.0k | 100.00 | 60.00 | |
Ingevity (NGVT) | 0.0 | $0 | 0 | 0.00 | |
Fortive (FTV) | 0.0 | $2.0k | 25.00 | 80.00 | |
Alcoa (AA) | 0.0 | $3.0k | 143.00 | 20.98 | |
Technipfmc (FTI) | 0.0 | $1.0k | 23.00 | 43.48 | |
Canopy Gro | 0.0 | $5.0k | 200.00 | 25.00 | |
National Grid (NGG) | 0.0 | $4.0k | 71.00 | 56.34 | |
Baker Hughes A Ge Company (BKR) | 0.0 | $2.0k | 105.00 | 19.05 | |
Altaba | 0.0 | $2.0k | 109.00 | 18.35 | |
Perspecta | 0.0 | $5.0k | 195.00 | 25.64 | |
S&p Global Water Index Etf etf (CGW) | 0.0 | $6.0k | 163.00 | 36.81 | |
Apergy Corp | 0.0 | $1.0k | 27.00 | 37.04 | |
Keurig Dr Pepper (KDP) | 0.0 | $6.0k | 215.00 | 27.91 | |
Garrett Motion (GTX) | 0.0 | $4.0k | 398.00 | 10.05 | |
Clearway Energy Inc cl c (CWEN) | 0.0 | $4.0k | 203.00 | 19.70 | |
Covetrus | 0.0 | $1.0k | 80.00 | 12.50 | |
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) | 0.0 | $3.0k | 26.00 | 115.38 | |
Kontoor Brands (KTB) | 0.0 | $0 | 14.00 | 0.00 |