Private Trust Co Na as of March 31, 2020
Portfolio Holdings for Private Trust Co Na
Private Trust Co Na holds 336 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 4.2 | $16M | 103k | 157.71 | |
Apple (AAPL) | 3.7 | $14M | 57k | 254.28 | |
Kellogg Company (K) | 2.8 | $11M | 177k | 59.99 | |
iShares S&P 500 Index (IVV) | 2.5 | $9.6M | 37k | 258.40 | |
Amazon (AMZN) | 2.3 | $9.0M | 4.6k | 1949.51 | |
JPMorgan Chase & Co. (JPM) | 1.7 | $6.6M | 73k | 90.02 | |
Johnson & Johnson (JNJ) | 1.7 | $6.5M | 50k | 131.12 | |
Procter & Gamble Company (PG) | 1.6 | $6.1M | 55k | 109.99 | |
Northrop Grumman Corporation (NOC) | 1.5 | $5.8M | 19k | 302.51 | |
Pepsi (PEP) | 1.4 | $5.6M | 47k | 120.09 | |
Spdr S&p 500 Etf (SPY) | 1.4 | $5.5M | 21k | 257.71 | |
Home Depot (HD) | 1.2 | $4.6M | 25k | 186.70 | |
Vanguard Total Stock Market ETF (VTI) | 1.1 | $4.4M | 34k | 128.88 | |
MasterCard Incorporated (MA) | 1.0 | $3.7M | 16k | 241.53 | |
Verizon Communications (VZ) | 1.0 | $3.8M | 70k | 53.72 | |
Stryker Corporation (SYK) | 0.9 | $3.6M | 21k | 166.45 | |
Berkshire Hathaway (BRK.B) | 0.9 | $3.5M | 19k | 182.80 | |
Costco Wholesale Corporation (COST) | 0.9 | $3.5M | 12k | 285.12 | |
Pfizer (PFE) | 0.9 | $3.5M | 106k | 32.64 | |
Facebook Inc cl a (META) | 0.9 | $3.5M | 21k | 166.77 | |
Intel Corporation (INTC) | 0.9 | $3.4M | 64k | 54.11 | |
Walt Disney Company (DIS) | 0.9 | $3.4M | 35k | 96.59 | |
Merck & Co (MRK) | 0.8 | $3.3M | 43k | 76.93 | |
Neogen Corporation (NEOG) | 0.8 | $3.3M | 49k | 66.97 | |
Sherwin-Williams Company (SHW) | 0.8 | $3.2M | 7.0k | 459.47 | |
Vanguard Emerging Markets ETF (VWO) | 0.8 | $3.2M | 95k | 33.54 | |
Abbvie (ABBV) | 0.8 | $3.0M | 40k | 76.17 | |
Abbott Laboratories (ABT) | 0.8 | $3.0M | 38k | 78.90 | |
iShares Lehman Aggregate Bond (AGG) | 0.8 | $2.9M | 25k | 115.35 | |
Cisco Systems (CSCO) | 0.7 | $2.8M | 72k | 39.30 | |
Exxon Mobil Corporation (XOM) | 0.7 | $2.8M | 74k | 37.97 | |
Visa (V) | 0.7 | $2.8M | 18k | 161.11 | |
Nextera Energy (NEE) | 0.7 | $2.8M | 12k | 240.60 | |
Blackrock Intermediate Municip (MAMTX) | 0.7 | $2.8M | 257k | 10.84 | |
Danaher Corporation (DHR) | 0.7 | $2.8M | 20k | 138.39 | |
Ishares Tr usa min vo (USMV) | 0.7 | $2.7M | 50k | 54.00 | |
McDonald's Corporation (MCD) | 0.7 | $2.7M | 16k | 165.33 | |
At&t (T) | 0.7 | $2.7M | 92k | 29.15 | |
American Tower Reit (AMT) | 0.7 | $2.7M | 12k | 217.69 | |
Lockheed Martin Corporation (LMT) | 0.7 | $2.5M | 7.4k | 338.80 | |
Lowe's Companies (LOW) | 0.6 | $2.4M | 28k | 86.04 | |
iShares S&P MidCap 400 Index (IJH) | 0.6 | $2.4M | 17k | 143.80 | |
Union Pacific Corporation (UNP) | 0.6 | $2.4M | 17k | 141.01 | |
Bristol Myers Squibb (BMY) | 0.6 | $2.3M | 41k | 55.72 | |
Thermo Fisher Scientific (TMO) | 0.6 | $2.3M | 8.2k | 283.49 | |
Amgen (AMGN) | 0.6 | $2.3M | 11k | 202.72 | |
Air Products & Chemicals (APD) | 0.6 | $2.2M | 11k | 199.58 | |
Investment Co Amer Cl mutual (ICAFX) | 0.5 | $2.0M | 63k | 31.81 | |
Coca-Cola Company (KO) | 0.5 | $2.0M | 45k | 44.23 | |
Constellation Brands | 0.5 | $1.9M | 13k | 148.67 | |
Lincoln Electric Holdings (LECO) | 0.5 | $1.9M | 28k | 68.99 | |
Honeywell International (HON) | 0.5 | $1.9M | 14k | 133.76 | |
Huntington Ingalls Inds (HII) | 0.5 | $1.8M | 10k | 182.13 | |
IQ Hedge Multi-Strategy Tracker (QAI) | 0.5 | $1.8M | 62k | 28.46 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.5 | $1.7M | 51k | 34.12 | |
Wal-Mart Stores (WMT) | 0.5 | $1.7M | 15k | 113.57 | |
UnitedHealth (UNH) | 0.4 | $1.7M | 6.8k | 249.33 | |
L3harris Technologies (LHX) | 0.4 | $1.7M | 9.5k | 180.06 | |
Comcast Corporation (CMCSA) | 0.4 | $1.6M | 48k | 34.36 | |
Nike (NKE) | 0.4 | $1.7M | 20k | 82.69 | |
Philip Morris International (PM) | 0.4 | $1.6M | 23k | 72.92 | |
Mondelez Int (MDLZ) | 0.4 | $1.7M | 34k | 50.07 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.4 | $1.7M | 33k | 49.88 | |
Zoetis Inc Cl A (ZTS) | 0.4 | $1.6M | 14k | 117.63 | |
Bank of America Corporation (BAC) | 0.4 | $1.6M | 77k | 21.22 | |
Colgate-Palmolive Company (CL) | 0.4 | $1.6M | 25k | 66.33 | |
Chevron Corporation (CVX) | 0.4 | $1.6M | 22k | 72.46 | |
3M Company (MMM) | 0.4 | $1.6M | 12k | 136.48 | |
Vanguard S&p 500 Etf idx (VOO) | 0.4 | $1.6M | 6.7k | 236.78 | |
Automatic Data Processing (ADP) | 0.4 | $1.5M | 11k | 136.61 | |
iShares S&P MidCap 400 Growth (IJK) | 0.4 | $1.5M | 8.7k | 178.39 | |
Ishares Inc core msci emkt (IEMG) | 0.4 | $1.6M | 39k | 40.44 | |
S&p Global (SPGI) | 0.4 | $1.5M | 6.1k | 244.92 | |
Stanley Black & Decker (SWK) | 0.4 | $1.5M | 15k | 99.97 | |
Boston Scientific Corporation (BSX) | 0.4 | $1.5M | 45k | 32.63 | |
Asml Holding (ASML) | 0.4 | $1.5M | 5.6k | 261.53 | |
Becton, Dickinson and (BDX) | 0.4 | $1.4M | 6.2k | 229.67 | |
Adobe Systems Incorporated (ADBE) | 0.4 | $1.4M | 4.4k | 318.18 | |
Analog Devices (ADI) | 0.4 | $1.4M | 16k | 89.60 | |
Wells Fargo & Company (WFC) | 0.3 | $1.3M | 47k | 28.70 | |
TJX Companies (TJX) | 0.3 | $1.3M | 27k | 47.80 | |
Spdr Ser Tr 1 3 hgh yield (BIL) | 0.3 | $1.3M | 14k | 91.58 | |
U.S. Bancorp (USB) | 0.3 | $1.3M | 37k | 34.43 | |
Altria (MO) | 0.3 | $1.3M | 33k | 38.64 | |
Alexion Pharmaceuticals | 0.3 | $1.3M | 14k | 89.74 | |
Progressive Corporation (PGR) | 0.3 | $1.2M | 17k | 73.81 | |
United Technologies Corporation | 0.3 | $1.2M | 13k | 94.26 | |
iShares MSCI EAFE Index Fund (EFA) | 0.3 | $1.2M | 23k | 53.43 | |
Alger Cap Appreciation Inst. equities | 0.3 | $1.2M | 38k | 31.02 | |
Brown-Forman Corporation (BF.A) | 0.3 | $1.2M | 23k | 51.38 | |
Alibaba Group Holding (BABA) | 0.3 | $1.1M | 5.9k | 194.44 | |
Medtronic (MDT) | 0.3 | $1.1M | 13k | 90.12 | |
salesforce (CRM) | 0.3 | $1.1M | 7.6k | 143.95 | |
Baxter International (BAX) | 0.3 | $1.1M | 13k | 81.11 | |
Oracle Corporation (ORCL) | 0.3 | $1.1M | 22k | 48.33 | |
Aon | 0.3 | $1.0M | 6.3k | 165.04 | |
Avery Dennison Corporation (AVY) | 0.3 | $1.0M | 10k | 101.87 | |
Cincinnati Financial Corporation (CINF) | 0.3 | $986k | 13k | 75.43 | |
Texas Instruments Incorporated (TXN) | 0.3 | $1.0M | 10k | 99.91 | |
iShares Russell 1000 Value Index (IWD) | 0.3 | $1.0M | 10k | 99.13 | |
General Dynamics Corporation (GD) | 0.3 | $1.0M | 7.6k | 132.20 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.3 | $1.0M | 10k | 98.91 | |
Chubb (CB) | 0.3 | $989k | 8.9k | 111.69 | |
Brown-Forman Corporation (BF.B) | 0.2 | $974k | 18k | 55.49 | |
Southern Company (SO) | 0.2 | $930k | 17k | 54.08 | |
Starbucks Corporation (SBUX) | 0.2 | $882k | 13k | 65.71 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.2 | $907k | 8.8k | 102.78 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $886k | 6.7k | 131.55 | |
Ecolab (ECL) | 0.2 | $832k | 5.3k | 155.66 | |
NVIDIA Corporation (NVDA) | 0.2 | $844k | 3.2k | 263.59 | |
Duke Energy (DUK) | 0.2 | $853k | 11k | 80.84 | |
iShares Russell 3000 Value Index (IUSV) | 0.2 | $793k | 17k | 46.14 | |
Csb Bancorp Inc. equities (CSBB) | 0.2 | $818k | 24k | 33.97 | |
Broadcom (AVGO) | 0.2 | $805k | 3.4k | 237.04 | |
CSX Corporation (CSX) | 0.2 | $779k | 14k | 57.30 | |
PPG Industries (PPG) | 0.2 | $768k | 9.2k | 83.58 | |
Boeing Company (BA) | 0.2 | $776k | 5.2k | 149.12 | |
CVS Caremark Corporation (CVS) | 0.2 | $771k | 13k | 59.28 | |
Yum! Brands (YUM) | 0.2 | $769k | 11k | 68.46 | |
Vanguard Small-Cap ETF (VB) | 0.2 | $755k | 6.5k | 115.30 | |
iShares MSCI Canada Index (EWC) | 0.2 | $759k | 35k | 21.83 | |
Fidelity National Information Services (FIS) | 0.2 | $748k | 6.2k | 121.55 | |
Arthur J. Gallagher & Co. (AJG) | 0.2 | $724k | 8.9k | 81.47 | |
FedEx Corporation (FDX) | 0.2 | $731k | 6.0k | 121.13 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $740k | 5.8k | 127.78 | |
Ross Stores (ROST) | 0.2 | $726k | 8.4k | 86.86 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.2 | $724k | 6.7k | 107.66 | |
Wec Energy Group (WEC) | 0.2 | $752k | 8.5k | 88.02 | |
International Business Machines (IBM) | 0.2 | $714k | 6.4k | 110.90 | |
Clorox Company (CLX) | 0.2 | $703k | 4.1k | 173.24 | |
Church & Dwight (CHD) | 0.2 | $680k | 11k | 64.13 | |
Walgreen Boots Alliance (WBA) | 0.2 | $691k | 15k | 45.69 | |
Ansys (ANSS) | 0.2 | $674k | 2.9k | 232.33 | |
Waste Management (WM) | 0.2 | $644k | 7.0k | 92.42 | |
Eli Lilly & Co. (LLY) | 0.2 | $638k | 4.6k | 138.51 | |
Brown & Brown (BRO) | 0.2 | $660k | 18k | 36.17 | |
Laboratory Corp. of America Holdings | 0.2 | $667k | 5.3k | 126.35 | |
Illinois Tool Works (ITW) | 0.2 | $643k | 4.5k | 141.97 | |
ICU Medical, Incorporated (ICUI) | 0.2 | $673k | 3.3k | 201.50 | |
Motorola Solutions (MSI) | 0.2 | $653k | 4.9k | 132.86 | |
Cognizant Technology Solutions (CTSH) | 0.2 | $634k | 14k | 46.40 | |
Nasdaq Omx (NDAQ) | 0.2 | $635k | 6.7k | 94.88 | |
United Parcel Service (UPS) | 0.2 | $604k | 6.5k | 93.33 | |
Marsh & McLennan Companies (MMC) | 0.2 | $615k | 7.1k | 86.34 | |
Accenture (ACN) | 0.2 | $629k | 3.9k | 163.12 | |
Amphenol Corporation (APH) | 0.2 | $626k | 8.6k | 72.80 | |
Centene Corporation (CNC) | 0.2 | $608k | 10k | 59.36 | |
Old Dominion Freight Line (ODFL) | 0.2 | $609k | 4.6k | 131.17 | |
Dollar General (DG) | 0.2 | $599k | 4.0k | 150.92 | |
SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.2 | $606k | 17k | 35.70 | |
Ishares Msci United Kingdom Index etf (EWU) | 0.2 | $624k | 26k | 23.85 | |
Caterpillar (CAT) | 0.1 | $579k | 5.0k | 115.92 | |
Dominion Resources (D) | 0.1 | $577k | 8.0k | 72.14 | |
Mettler-Toledo International (MTD) | 0.1 | $597k | 866.00 | 689.38 | |
Deere & Company (DE) | 0.1 | $566k | 4.1k | 137.98 | |
Qualcomm (QCOM) | 0.1 | $598k | 8.9k | 67.55 | |
Cintas Corporation (CTAS) | 0.1 | $586k | 3.4k | 173.22 | |
D.R. Horton (DHI) | 0.1 | $584k | 17k | 34.00 | |
McCormick & Company, Incorporated (MKC) | 0.1 | $565k | 4.0k | 141.14 | |
SPDR S&P Dividend (SDY) | 0.1 | $579k | 7.3k | 79.75 | |
iShares MSCI Australia Index Fund (EWA) | 0.1 | $562k | 36k | 15.53 | |
iShares MSCI Netherlands Investable (EWN) | 0.1 | $577k | 22k | 25.99 | |
Pimco Total Return Etf totl (BOND) | 0.1 | $584k | 5.5k | 106.03 | |
Intercontinental Exchange (ICE) | 0.1 | $563k | 7.0k | 80.72 | |
Ashland (ASH) | 0.1 | $586k | 12k | 50.01 | |
Broadridge Financial Solutions (BR) | 0.1 | $522k | 5.5k | 94.74 | |
Zebra Technologies (ZBRA) | 0.1 | $525k | 2.9k | 183.50 | |
Parker-Hannifin Corporation (PH) | 0.1 | $530k | 4.1k | 129.55 | |
Target Corporation (TGT) | 0.1 | $548k | 5.9k | 92.80 | |
Lam Research Corporation (LRCX) | 0.1 | $537k | 2.2k | 239.63 | |
Hill-Rom Holdings | 0.1 | $537k | 5.3k | 100.47 | |
Vanguard Small-Cap Value ETF (VBR) | 0.1 | $538k | 6.1k | 88.73 | |
First Trust NASDAQ-100 EqualWeighted ETF (QQEW) | 0.1 | $559k | 9.0k | 62.20 | |
Citigroup (C) | 0.1 | $560k | 13k | 42.07 | |
Ishares Tr cmn (GOVT) | 0.1 | $549k | 20k | 27.97 | |
American Express Company (AXP) | 0.1 | $506k | 5.9k | 85.46 | |
PNC Financial Services (PNC) | 0.1 | $487k | 5.1k | 95.55 | |
SEI Investments Company (SEIC) | 0.1 | $484k | 11k | 46.28 | |
Tractor Supply Company (TSCO) | 0.1 | $518k | 6.1k | 84.39 | |
Paychex (PAYX) | 0.1 | $487k | 7.7k | 62.90 | |
Watsco, Incorporated (WSO) | 0.1 | $516k | 3.3k | 157.94 | |
Cooper Companies | 0.1 | $516k | 1.9k | 275.49 | |
Raytheon Company | 0.1 | $503k | 3.8k | 130.92 | |
Fiserv (FI) | 0.1 | $509k | 5.4k | 94.86 | |
ESCO Technologies (ESE) | 0.1 | $493k | 6.5k | 75.80 | |
Rockwell Automation (ROK) | 0.1 | $490k | 3.3k | 150.72 | |
iShares MSCI France Index (EWQ) | 0.1 | $502k | 22k | 23.40 | |
Vanguard Long Term Corporate Bond ETF (VCLT) | 0.1 | $520k | 5.4k | 96.96 | |
Spdr Series Trust dj ttl mkt etf (SPTM) | 0.1 | $485k | 15k | 31.44 | |
Icon (ICLR) | 0.1 | $502k | 3.7k | 135.97 | |
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 0.1 | $489k | 19k | 25.66 | |
Trane Technologies (TT) | 0.1 | $502k | 6.1k | 82.54 | |
Northern Trust Corporation (NTRS) | 0.1 | $474k | 6.3k | 75.35 | |
Consolidated Edison (ED) | 0.1 | $458k | 5.9k | 77.94 | |
Digital Realty Trust (DLR) | 0.1 | $463k | 3.3k | 138.83 | |
J.B. Hunt Transport Services (JBHT) | 0.1 | $450k | 4.9k | 92.21 | |
PerkinElmer (RVTY) | 0.1 | $461k | 6.1k | 75.19 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $460k | 6.4k | 71.53 | |
Netflix (NFLX) | 0.1 | $455k | 1.2k | 375.41 | |
Carlisle Companies (CSL) | 0.1 | $474k | 3.8k | 125.26 | |
Toro Company (TTC) | 0.1 | $456k | 7.0k | 65.07 | |
Maximus (MMS) | 0.1 | $451k | 7.8k | 58.19 | |
Cabot Microelectronics Corporation | 0.1 | $464k | 4.1k | 113.98 | |
Magellan Midstream Partners | 0.1 | $450k | 12k | 36.41 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $462k | 3.8k | 121.39 | |
Fortive (FTV) | 0.1 | $467k | 8.5k | 55.17 | |
Linde | 0.1 | $482k | 2.8k | 172.95 | |
Huntington Bancshares Incorporated (HBAN) | 0.1 | $439k | 54k | 8.20 | |
Norfolk Southern (NSC) | 0.1 | $407k | 2.8k | 145.88 | |
Emerson Electric (EMR) | 0.1 | $408k | 8.6k | 47.55 | |
Forward Air Corporation (FWRD) | 0.1 | $434k | 8.6k | 50.59 | |
NiSource (NI) | 0.1 | $415k | 17k | 24.93 | |
General Mills (GIS) | 0.1 | $431k | 8.2k | 52.72 | |
American Electric Power Company (AEP) | 0.1 | $440k | 5.5k | 79.94 | |
Kadant (KAI) | 0.1 | $430k | 5.8k | 74.48 | |
Intuit (INTU) | 0.1 | $437k | 1.9k | 229.52 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $429k | 2.4k | 175.53 | |
iShares Russell Midcap Value Index (IWS) | 0.1 | $419k | 6.5k | 64.08 | |
Utilities SPDR (XLU) | 0.1 | $423k | 7.6k | 55.33 | |
Genpact (G) | 0.1 | $424k | 15k | 29.13 | |
First Republic Bank/san F (FRCB) | 0.1 | $435k | 5.3k | 82.26 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $435k | 5.0k | 86.65 | |
Eaton (ETN) | 0.1 | $425k | 5.5k | 77.51 | |
Cdw (CDW) | 0.1 | $443k | 4.8k | 93.11 | |
Ishr Msci Singapore (EWS) | 0.1 | $409k | 24k | 17.32 | |
Ishares Msci Italy Capped Et etp (EWI) | 0.1 | $415k | 20k | 20.75 | |
Ishares Tr broad usd high (USHY) | 0.1 | $418k | 12k | 35.50 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $434k | 9.5k | 45.52 | |
Truist Financial Corp equities (TFC) | 0.1 | $442k | 14k | 30.77 | |
BP (BP) | 0.1 | $396k | 16k | 24.37 | |
Goldman Sachs (GS) | 0.1 | $376k | 2.4k | 154.35 | |
AstraZeneca (AZN) | 0.1 | $371k | 8.3k | 44.62 | |
Gilead Sciences (GILD) | 0.1 | $387k | 5.2k | 74.67 | |
Ametek (AME) | 0.1 | $383k | 5.3k | 71.90 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.1 | $398k | 7.3k | 54.81 | |
Ss&c Technologies Holding (SSNC) | 0.1 | $399k | 9.1k | 43.75 | |
SPDR DJ Wilshire Mid Cap Growth (MDYG) | 0.1 | $396k | 9.3k | 42.77 | |
Ishares Tr zealand invst (ENZL) | 0.1 | $405k | 9.1k | 44.54 | |
Kinder Morgan (KMI) | 0.1 | $378k | 27k | 13.91 | |
Fortune Brands (FBIN) | 0.1 | $397k | 9.2k | 43.16 | |
First Tr Exchange Traded Fd senior ln (FTSL) | 0.1 | $405k | 9.7k | 41.77 | |
Curtiss-Wright (CW) | 0.1 | $366k | 4.0k | 92.21 | |
LKQ Corporation (LKQ) | 0.1 | $357k | 17k | 20.47 | |
Global Payments (GPN) | 0.1 | $358k | 2.5k | 144.06 | |
ConocoPhillips (COP) | 0.1 | $346k | 11k | 30.80 | |
GlaxoSmithKline | 0.1 | $348k | 9.2k | 37.79 | |
Advance Auto Parts (AAP) | 0.1 | $351k | 3.8k | 93.23 | |
FLIR Systems | 0.1 | $344k | 11k | 31.89 | |
Constellation Brands (STZ) | 0.1 | $334k | 2.3k | 143.16 | |
SYNNEX Corporation (SNX) | 0.1 | $347k | 4.8k | 72.95 | |
O'reilly Automotive (ORLY) | 0.1 | $332k | 1.1k | 301.00 | |
Wp Carey (WPC) | 0.1 | $353k | 6.1k | 58.07 | |
Ishares Inc msci india index (INDA) | 0.1 | $330k | 14k | 24.04 | |
Cigna Corp (CI) | 0.1 | $359k | 2.0k | 176.85 | |
Starwood Property Trust (STWD) | 0.1 | $304k | 30k | 10.25 | |
Equifax (EFX) | 0.1 | $293k | 2.5k | 119.06 | |
T. Rowe Price (TROW) | 0.1 | $317k | 3.3k | 97.42 | |
Travelers Companies (TRV) | 0.1 | $314k | 3.2k | 99.18 | |
Exelon Corporation (EXC) | 0.1 | $304k | 8.3k | 36.73 | |
ConAgra Foods (CAG) | 0.1 | $296k | 10k | 29.25 | |
PPL Corporation (PPL) | 0.1 | $312k | 13k | 24.65 | |
Woodward Governor Company (WWD) | 0.1 | $293k | 4.9k | 59.32 | |
LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.1 | $293k | 3.9k | 74.20 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.1 | $321k | 7.1k | 44.96 | |
First Tr Exchange Traded Fd multi asset di (MDIV) | 0.1 | $326k | 28k | 11.72 | |
Doubleln Core Fxd Incm I mutual fund (DBLFX) | 0.1 | $299k | 28k | 10.59 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $295k | 677.00 | 435.75 | |
Novartis (NVS) | 0.1 | $272k | 3.3k | 82.22 | |
Sap (SAP) | 0.1 | $258k | 2.3k | 110.16 | |
Hershey Company (HSY) | 0.1 | $256k | 1.9k | 132.23 | |
Verisk Analytics (VRSK) | 0.1 | $277k | 2.0k | 138.99 | |
Ares Capital Corporation (ARCC) | 0.1 | $279k | 26k | 10.76 | |
Chemed Corp Com Stk (CHE) | 0.1 | $283k | 655.00 | 432.06 | |
Realty Income (O) | 0.1 | $262k | 5.3k | 49.78 | |
National Retail Properties (NNN) | 0.1 | $259k | 8.1k | 32.13 | |
Ishares Tr Phill Invstmrk (EPHE) | 0.1 | $253k | 11k | 22.97 | |
Vanguard European ETF (VGK) | 0.1 | $286k | 6.6k | 43.26 | |
Global X China Consumer ETF (CHIQ) | 0.1 | $277k | 17k | 16.14 | |
MSCI Indonesia Investable Market Ind (EIDO) | 0.1 | $289k | 20k | 14.69 | |
Pnc Financial Services Group | 0.1 | $279k | 11k | 25.73 | |
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) | 0.1 | $253k | 5.2k | 48.34 | |
Ishares Tr core div grwth (DGRO) | 0.1 | $277k | 8.5k | 32.50 | |
Blackrock New York Muni Opport Instl | 0.1 | $253k | 24k | 10.68 | |
Invesco S&p 500 High Div, Low V equities (SPHD) | 0.1 | $283k | 9.4k | 29.98 | |
Invesco Synamic Semiconductors equities (PSI) | 0.1 | $259k | 4.8k | 54.30 | |
Nisource Inc public | 0.1 | $254k | 10k | 25.40 | |
Steris Plc Ord equities (STE) | 0.1 | $278k | 2.0k | 139.84 | |
Cme (CME) | 0.1 | $229k | 1.3k | 172.18 | |
Republic Services (RSG) | 0.1 | $225k | 3.0k | 74.88 | |
Citrix Systems | 0.1 | $213k | 1.5k | 141.25 | |
SYSCO Corporation (SYY) | 0.1 | $243k | 5.3k | 45.62 | |
Electronic Arts (EA) | 0.1 | $240k | 2.4k | 100.13 | |
Whirlpool Corporation (WHR) | 0.1 | $245k | 2.9k | 85.72 | |
Diageo (DEO) | 0.1 | $228k | 1.8k | 126.74 | |
Churchill Downs (CHDN) | 0.1 | $226k | 2.2k | 102.63 | |
Vornado Realty Trust (VNO) | 0.1 | $213k | 5.9k | 36.14 | |
Varian Medical Systems | 0.1 | $225k | 2.2k | 102.41 | |
Enterprise Products Partners (EPD) | 0.1 | $242k | 17k | 14.27 | |
Energy Transfer Equity (ET) | 0.1 | $227k | 50k | 4.59 | |
VMware | 0.1 | $248k | 2.1k | 120.92 | |
Roche Holding (RHHBY) | 0.1 | $237k | 5.9k | 40.51 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.1 | $233k | 2.2k | 106.20 | |
Murata Manufacturer-un (MRAAY) | 0.1 | $217k | 17k | 12.66 | |
Vanguard Sht Term Govt Bond ETF (VGSH) | 0.1 | $225k | 3.6k | 62.12 | |
First Trust Large Cap GO Alpha Fnd (FTC) | 0.1 | $228k | 3.8k | 59.65 | |
Aia Group Ltd-sp (AAGIY) | 0.1 | $238k | 6.6k | 36.19 | |
Post Holdings Inc Common (POST) | 0.1 | $245k | 3.0k | 82.80 | |
Us Bancorp 6.5% Pfd preferred | 0.1 | $245k | 9.4k | 26.06 | |
Phillips 66 (PSX) | 0.1 | $228k | 4.3k | 53.51 | |
First Tr Exchange-traded Fd cmn (HYLS) | 0.1 | $247k | 5.9k | 41.83 | |
Eaton Vance Mun Opptys Cl I (EMOIX) | 0.1 | $235k | 20k | 11.86 | |
Ishares Msci Japan (EWJ) | 0.1 | $241k | 4.9k | 49.21 | |
Truist Financial Corp Dep Shs R equities (TFC.PI) | 0.1 | $222k | 11k | 19.89 | |
General Electric Company | 0.1 | $205k | 26k | 7.92 | |
Edwards Lifesciences (EW) | 0.1 | $204k | 1.1k | 187.85 | |
RPM International (RPM) | 0.1 | $208k | 3.5k | 59.38 | |
Biogen Idec (BIIB) | 0.1 | $210k | 664.00 | 316.27 | |
Xcel Energy (XEL) | 0.1 | $200k | 3.3k | 60.04 | |
Applied Materials (AMAT) | 0.1 | $202k | 4.4k | 45.67 | |
Pioneer Natural Resources | 0.1 | $205k | 2.9k | 70.09 | |
Baidu (BIDU) | 0.1 | $211k | 2.1k | 100.48 | |
MetLife (MET) | 0.1 | $209k | 6.9k | 30.44 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $212k | 2.1k | 100.38 | |
Safran S A (SAFRY) | 0.1 | $202k | 9.2k | 21.96 | |
Amcor (AMCR) | 0.1 | $178k | 22k | 8.08 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $166k | 25k | 6.73 | |
Infineon Technologies (IFNNY) | 0.0 | $172k | 12k | 14.69 | |
ICICI Bank (IBN) | 0.0 | $134k | 16k | 8.44 | |
Blackstone Real Estate Inc Tr. equities | 0.0 | $126k | 11k | 11.22 | |
First Trust Tgt High Wlty Divd mutual funds | 0.0 | $104k | 14k | 7.35 | |
Ford Motor Company (F) | 0.0 | $72k | 15k | 4.81 | |
Diamond Offshore Drilling | 0.0 | $41k | 23k | 1.81 | |
Sumitomo Mitsui Financial Grp (SMFG) | 0.0 | $51k | 11k | 4.77 | |
Clearbridge Energy M | 0.0 | $21k | 16k | 1.34 | |
Digital Creative Dev Cp | 0.0 | $0 | 40k | 0.00 | |
General Motors Corp Xxx Submitted For Escrow | 0.0 | $0 | 250k | 0.00 |