Regentatlantic Capital as of Sept. 30, 2017
Portfolio Holdings for Regentatlantic Capital
Regentatlantic Capital holds 408 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 2.9 | $32M | 208k | 154.12 | |
Berkshire Hathaway (BRK.B) | 2.1 | $24M | 131k | 183.32 | |
Johnson & Johnson (JNJ) | 1.9 | $22M | 168k | 130.01 | |
Comcast Corporation (CMCSA) | 1.9 | $22M | 565k | 38.48 | |
Intel Corporation (INTC) | 1.8 | $20M | 529k | 38.08 | |
Consolidated Edison (ED) | 1.5 | $17M | 206k | 80.68 | |
Northrop Grumman Corporation (NOC) | 1.4 | $16M | 56k | 287.72 | |
Aetna | 1.4 | $15M | 95k | 159.01 | |
Pfizer (PFE) | 1.3 | $15M | 419k | 35.70 | |
Dowdupont | 1.3 | $15M | 215k | 69.23 | |
UnitedHealth (UNH) | 1.3 | $14M | 74k | 195.85 | |
Ishares Inc core msci emkt (IEMG) | 1.3 | $14M | 266k | 54.02 | |
Microsoft Corporation (MSFT) | 1.3 | $14M | 192k | 74.49 | |
Anthem (ELV) | 1.2 | $14M | 72k | 189.88 | |
Amgen (AMGN) | 1.2 | $14M | 73k | 186.45 | |
Citigroup (C) | 1.2 | $14M | 188k | 72.74 | |
Bank of America Corporation (BAC) | 1.2 | $14M | 534k | 25.34 | |
iShares Russell Microcap Index (IWC) | 1.2 | $13M | 139k | 94.45 | |
Cisco Systems (CSCO) | 1.1 | $13M | 384k | 33.63 | |
Time Warner | 1.1 | $13M | 123k | 102.45 | |
CVS Caremark Corporation (CVS) | 1.1 | $12M | 151k | 81.32 | |
Allstate Corporation (ALL) | 1.0 | $12M | 125k | 91.91 | |
Thermo Fisher Scientific (TMO) | 1.0 | $11M | 61k | 189.20 | |
Walt Disney Company (DIS) | 1.0 | $11M | 114k | 98.57 | |
PG&E Corporation (PCG) | 1.0 | $11M | 164k | 68.09 | |
Ca | 1.0 | $11M | 331k | 33.38 | |
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 1.0 | $11M | 313k | 35.15 | |
Travelers Companies (TRV) | 1.0 | $11M | 88k | 122.52 | |
Chevron Corporation (CVX) | 1.0 | $11M | 92k | 117.50 | |
Prudential Financial (PRU) | 1.0 | $11M | 101k | 106.32 | |
At&t (T) | 0.9 | $11M | 272k | 39.17 | |
Oracle Corporation (ORCL) | 0.9 | $9.9M | 204k | 48.35 | |
Raytheon Company | 0.9 | $9.7M | 52k | 186.58 | |
Exelon Corporation (EXC) | 0.9 | $9.6M | 255k | 37.67 | |
Exxon Mobil Corporation (XOM) | 0.8 | $9.4M | 115k | 81.98 | |
Valero Energy Corporation (VLO) | 0.8 | $9.4M | 122k | 76.93 | |
International Business Machines (IBM) | 0.8 | $9.4M | 65k | 145.08 | |
General Motors Company (GM) | 0.8 | $9.3M | 229k | 40.38 | |
L3 Technologies | 0.8 | $9.1M | 48k | 188.44 | |
Tyson Foods (TSN) | 0.8 | $8.8M | 125k | 70.45 | |
PowerShares FTSE RAFI Developed Markets | 0.8 | $8.8M | 200k | 44.13 | |
Wal-Mart Stores (WMT) | 0.8 | $8.4M | 108k | 78.14 | |
Micron Technology (MU) | 0.8 | $8.4M | 213k | 39.33 | |
Total (TTE) | 0.7 | $7.3M | 136k | 53.52 | |
Dollar Tree (DLTR) | 0.7 | $7.2M | 83k | 86.83 | |
MetLife (MET) | 0.6 | $6.9M | 132k | 51.95 | |
Lowe's Companies (LOW) | 0.6 | $6.4M | 80k | 79.94 | |
Capital One Financial (COF) | 0.6 | $6.3M | 75k | 84.66 | |
PowerShares FTSE RAFI US 1000 | 0.6 | $6.2M | 58k | 107.14 | |
Hewlett Packard Enterprise (HPE) | 0.6 | $6.2M | 424k | 14.71 | |
Home Depot (HD) | 0.5 | $6.0M | 37k | 163.56 | |
Corning Incorporated (GLW) | 0.5 | $5.9M | 199k | 29.92 | |
Reinsurance Group of America (RGA) | 0.5 | $5.8M | 42k | 139.54 | |
Union Pacific Corporation (UNP) | 0.5 | $5.8M | 50k | 115.98 | |
American Financial (AFG) | 0.5 | $5.9M | 57k | 103.45 | |
Merck & Co (MRK) | 0.5 | $5.5M | 86k | 64.03 | |
Morgan Stanley (MS) | 0.5 | $5.2M | 109k | 48.17 | |
Entergy Corporation (ETR) | 0.5 | $5.2M | 68k | 76.36 | |
Textron (TXT) | 0.5 | $5.1M | 95k | 53.88 | |
Mondelez Int (MDLZ) | 0.5 | $5.1M | 126k | 40.66 | |
FedEx Corporation (FDX) | 0.5 | $5.1M | 23k | 225.60 | |
Paypal Holdings (PYPL) | 0.5 | $5.0M | 78k | 64.02 | |
Ameren Corporation (AEE) | 0.4 | $4.9M | 84k | 57.84 | |
Honeywell International (HON) | 0.4 | $4.8M | 34k | 141.74 | |
Dxc Technology (DXC) | 0.4 | $4.8M | 56k | 85.89 | |
Phillips 66 (PSX) | 0.4 | $4.7M | 51k | 91.62 | |
Spdr S&p 500 Etf (SPY) | 0.4 | $4.6M | 18k | 251.24 | |
Nike (NKE) | 0.4 | $4.5M | 88k | 51.85 | |
Vanguard S&p 500 Etf idx (VOO) | 0.4 | $4.6M | 20k | 230.76 | |
Boeing Company (BA) | 0.4 | $4.5M | 18k | 254.23 | |
Gilead Sciences (GILD) | 0.4 | $4.5M | 55k | 81.02 | |
Archer Daniels Midland Company (ADM) | 0.4 | $4.2M | 100k | 42.51 | |
Xerox | 0.4 | $4.2M | 128k | 33.29 | |
United Parcel Service (UPS) | 0.4 | $4.0M | 34k | 120.10 | |
Vanguard Emerging Markets ETF (VWO) | 0.4 | $4.1M | 94k | 43.57 | |
Marathon Petroleum Corp (MPC) | 0.4 | $4.0M | 72k | 56.08 | |
Chubb (CB) | 0.4 | $4.0M | 28k | 142.54 | |
Royal Dutch Shell | 0.3 | $4.0M | 65k | 60.57 | |
Vwr Corp cash securities | 0.3 | $3.9M | 117k | 33.11 | |
Lear Corporation (LEA) | 0.3 | $3.8M | 22k | 173.10 | |
Goldman Sachs (GS) | 0.3 | $3.8M | 16k | 237.16 | |
General Electric Company | 0.3 | $3.8M | 158k | 24.18 | |
Symantec Corporation | 0.3 | $3.8M | 117k | 32.81 | |
United Technologies Corporation | 0.3 | $3.8M | 33k | 116.09 | |
PNC Financial Services (PNC) | 0.3 | $3.7M | 28k | 134.77 | |
Pvh Corporation (PVH) | 0.3 | $3.7M | 30k | 126.06 | |
Hartford Financial Services (HIG) | 0.3 | $3.6M | 65k | 55.43 | |
Nasdaq Omx (NDAQ) | 0.3 | $3.6M | 46k | 77.57 | |
Arrow Electronics (ARW) | 0.3 | $3.6M | 45k | 80.42 | |
Target Corporation (TGT) | 0.3 | $3.6M | 61k | 59.02 | |
Delta Air Lines (DAL) | 0.3 | $3.5M | 73k | 48.22 | |
Wells Fargo & Company (WFC) | 0.3 | $3.3M | 61k | 55.16 | |
Western Digital (WDC) | 0.3 | $3.3M | 39k | 86.40 | |
Texas Instruments Incorporated (TXN) | 0.3 | $3.4M | 38k | 89.65 | |
Danaher Corporation (DHR) | 0.3 | $3.4M | 40k | 85.77 | |
Express Scripts Holding | 0.3 | $3.3M | 52k | 63.32 | |
Leidos Holdings (LDOS) | 0.3 | $3.3M | 55k | 59.21 | |
CBS Corporation | 0.3 | $3.1M | 54k | 58.00 | |
Magna Intl Inc cl a (MGA) | 0.3 | $3.2M | 60k | 53.38 | |
DTE Energy Company (DTE) | 0.3 | $3.1M | 29k | 107.37 | |
Group Cgi Cad Cl A | 0.3 | $3.2M | 62k | 51.87 | |
Walgreen Boots Alliance (WBA) | 0.3 | $3.1M | 40k | 77.23 | |
Altaba | 0.3 | $3.2M | 48k | 66.23 | |
Carnival Corporation (CCL) | 0.3 | $3.1M | 47k | 64.57 | |
eBay (EBAY) | 0.3 | $3.0M | 79k | 38.46 | |
Stryker Corporation (SYK) | 0.3 | $3.0M | 21k | 142.04 | |
General Dynamics Corporation (GD) | 0.3 | $3.1M | 15k | 205.56 | |
Manpower (MAN) | 0.3 | $3.0M | 25k | 117.82 | |
D.R. Horton (DHI) | 0.3 | $3.1M | 77k | 39.93 | |
Celgene Corporation | 0.3 | $3.0M | 21k | 145.80 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $2.9M | 30k | 95.50 | |
CIGNA Corporation | 0.3 | $2.9M | 15k | 186.92 | |
Procter & Gamble Company (PG) | 0.3 | $2.9M | 32k | 90.98 | |
Allergan | 0.3 | $2.9M | 14k | 204.92 | |
Hp (HPQ) | 0.3 | $2.9M | 146k | 19.96 | |
Avnet (AVT) | 0.2 | $2.8M | 71k | 39.29 | |
Liberty Media | 0.2 | $2.8M | 117k | 23.57 | |
Wyndham Worldwide Corporation | 0.2 | $2.8M | 27k | 105.39 | |
Twenty-first Century Fox | 0.2 | $2.8M | 106k | 26.38 | |
Humana (HUM) | 0.2 | $2.7M | 11k | 243.61 | |
Expedia (EXPE) | 0.2 | $2.7M | 19k | 143.97 | |
Discover Financial Services (DFS) | 0.2 | $2.6M | 41k | 64.48 | |
Baxter International (BAX) | 0.2 | $2.6M | 41k | 62.76 | |
J.M. Smucker Company (SJM) | 0.2 | $2.5M | 24k | 104.92 | |
Caterpillar (CAT) | 0.2 | $2.4M | 20k | 124.71 | |
Verizon Communications (VZ) | 0.2 | $2.5M | 50k | 49.49 | |
Philip Morris International (PM) | 0.2 | $2.5M | 22k | 111.00 | |
Everest Re Group (EG) | 0.2 | $2.4M | 11k | 228.43 | |
Hldgs (UAL) | 0.2 | $2.3M | 38k | 60.88 | |
Abbott Laboratories (ABT) | 0.2 | $2.2M | 42k | 53.36 | |
Novartis (NVS) | 0.2 | $2.2M | 26k | 85.84 | |
Old Republic International Corporation (ORI) | 0.2 | $2.2M | 114k | 19.69 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.2 | $2.3M | 37k | 61.99 | |
Owens Corning (OC) | 0.2 | $2.1M | 27k | 77.35 | |
Altria (MO) | 0.2 | $2.1M | 34k | 63.41 | |
Amdocs Ltd ord (DOX) | 0.2 | $2.1M | 33k | 64.31 | |
Sanderson Farms | 0.2 | $2.1M | 13k | 161.52 | |
Assurant (AIZ) | 0.2 | $2.0M | 21k | 95.52 | |
Vanguard Value ETF (VTV) | 0.2 | $2.1M | 21k | 99.82 | |
AFLAC Incorporated (AFL) | 0.2 | $1.9M | 24k | 81.38 | |
American Electric Power Company (AEP) | 0.2 | $1.9M | 27k | 70.23 | |
Fiserv (FI) | 0.2 | $1.9M | 15k | 128.97 | |
Xcel Energy (XEL) | 0.2 | $1.9M | 40k | 47.32 | |
Reliance Steel & Aluminum (RS) | 0.2 | $1.9M | 25k | 76.17 | |
Schwab Intl Small Cap Equity ETF (SCHC) | 0.2 | $1.9M | 54k | 35.82 | |
Andeavor | 0.2 | $1.9M | 19k | 103.14 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $1.8M | 12k | 149.16 | |
Canon (CAJPY) | 0.2 | $1.8M | 51k | 34.31 | |
Public Service Enterprise (PEG) | 0.2 | $1.8M | 39k | 46.25 | |
Domino's Pizza (DPZ) | 0.2 | $1.8M | 9.2k | 198.52 | |
Southwest Airlines (LUV) | 0.2 | $1.8M | 31k | 56.00 | |
Eaton (ETN) | 0.2 | $1.8M | 24k | 76.78 | |
Synchrony Financial (SYF) | 0.2 | $1.8M | 59k | 31.05 | |
Micro Focus Intl | 0.2 | $1.8M | 56k | 31.89 | |
Bunge | 0.1 | $1.6M | 24k | 69.48 | |
Unum (UNM) | 0.1 | $1.7M | 33k | 51.12 | |
Pepsi (PEP) | 0.1 | $1.6M | 15k | 111.44 | |
Cintas Corporation (CTAS) | 0.1 | $1.7M | 12k | 144.30 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.1 | $1.7M | 18k | 92.84 | |
Costco Wholesale Corporation (COST) | 0.1 | $1.6M | 9.7k | 164.32 | |
CSX Corporation (CSX) | 0.1 | $1.6M | 29k | 54.25 | |
Biogen Idec (BIIB) | 0.1 | $1.6M | 5.1k | 313.20 | |
Edison International (EIX) | 0.1 | $1.6M | 21k | 77.15 | |
United Therapeutics Corporation (UTHR) | 0.1 | $1.5M | 13k | 117.16 | |
Ishares Tr cmn (STIP) | 0.1 | $1.6M | 16k | 100.40 | |
Facebook Inc cl a (META) | 0.1 | $1.6M | 9.2k | 170.90 | |
Alphabet Inc Class A cs (GOOGL) | 0.1 | $1.6M | 1.6k | 973.98 | |
MasterCard Incorporated (MA) | 0.1 | $1.4M | 10k | 141.18 | |
Lincoln National Corporation (LNC) | 0.1 | $1.5M | 20k | 73.47 | |
Norfolk Southern (NSC) | 0.1 | $1.4M | 11k | 132.24 | |
Global Payments (GPN) | 0.1 | $1.5M | 15k | 95.05 | |
International Paper Company (IP) | 0.1 | $1.5M | 26k | 56.82 | |
Colgate-Palmolive Company (CL) | 0.1 | $1.5M | 20k | 72.85 | |
iShares Russell 2000 Index (IWM) | 0.1 | $1.4M | 9.6k | 148.16 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $1.4M | 8.0k | 178.91 | |
Abbvie (ABBV) | 0.1 | $1.5M | 16k | 88.87 | |
Kraft Heinz (KHC) | 0.1 | $1.5M | 19k | 77.54 | |
Ashland (ASH) | 0.1 | $1.4M | 22k | 65.40 | |
Valvoline Inc Common (VVV) | 0.1 | $1.5M | 64k | 23.45 | |
Pulte (PHM) | 0.1 | $1.3M | 49k | 27.33 | |
Automatic Data Processing (ADP) | 0.1 | $1.3M | 12k | 109.30 | |
Convergys Corporation | 0.1 | $1.3M | 51k | 25.90 | |
Marsh & McLennan Companies (MMC) | 0.1 | $1.4M | 16k | 83.82 | |
iShares S&P 500 Index (IVV) | 0.1 | $1.4M | 5.4k | 252.96 | |
Constellation Brands (STZ) | 0.1 | $1.3M | 6.5k | 199.45 | |
Zimmer Holdings (ZBH) | 0.1 | $1.4M | 12k | 117.05 | |
Toyota Motor Corporation (TM) | 0.1 | $1.3M | 11k | 119.15 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $1.3M | 1.4k | 959.12 | |
American International (AIG) | 0.1 | $1.2M | 20k | 61.39 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.1 | $1.3M | 11k | 114.96 | |
Edge Therapeutics | 0.1 | $1.2M | 112k | 10.73 | |
McDonald's Corporation (MCD) | 0.1 | $1.2M | 7.5k | 156.73 | |
PPG Industries (PPG) | 0.1 | $1.1M | 10k | 108.70 | |
V.F. Corporation (VFC) | 0.1 | $1.1M | 18k | 63.55 | |
Deere & Company (DE) | 0.1 | $1.1M | 9.1k | 125.59 | |
Parker-Hannifin Corporation (PH) | 0.1 | $1.1M | 6.2k | 174.94 | |
Accenture (ACN) | 0.1 | $1.1M | 9.3k | 122.98 | |
MGM Resorts International. (MGM) | 0.1 | $1.1M | 35k | 32.59 | |
Rydex S&P Equal Weight ETF | 0.1 | $1.1M | 12k | 95.56 | |
Spirit AeroSystems Holdings (SPR) | 0.1 | $1.1M | 14k | 77.73 | |
Te Connectivity Ltd for (TEL) | 0.1 | $1.1M | 14k | 83.08 | |
Bristol Myers Squibb (BMY) | 0.1 | $962k | 15k | 63.77 | |
Fresh Del Monte Produce (FDP) | 0.1 | $959k | 21k | 45.47 | |
Omni (OMC) | 0.1 | $1.0M | 14k | 74.08 | |
Sempra Energy (SRE) | 0.1 | $1.0M | 8.9k | 114.09 | |
Applied Materials (AMAT) | 0.1 | $1.0M | 20k | 52.08 | |
Estee Lauder Companies (EL) | 0.1 | $995k | 9.2k | 107.84 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $1.0M | 8.6k | 116.39 | |
Cognizant Technology Solutions (CTSH) | 0.1 | $859k | 12k | 72.58 | |
Charles Schwab Corporation (SCHW) | 0.1 | $939k | 22k | 43.74 | |
Ameriprise Financial (AMP) | 0.1 | $862k | 5.8k | 148.44 | |
Equifax (EFX) | 0.1 | $855k | 8.1k | 106.01 | |
3M Company (MMM) | 0.1 | $910k | 4.3k | 209.92 | |
Apache Corporation | 0.1 | $924k | 20k | 45.81 | |
Becton, Dickinson and (BDX) | 0.1 | $877k | 4.5k | 195.93 | |
Henry Schein (HSIC) | 0.1 | $841k | 10k | 81.94 | |
ConAgra Foods (CAG) | 0.1 | $885k | 26k | 33.75 | |
Quanta Services (PWR) | 0.1 | $884k | 24k | 37.38 | |
iShares MSCI EMU Index (EZU) | 0.1 | $886k | 20k | 43.33 | |
Quest Diagnostics Incorporated (DGX) | 0.1 | $852k | 9.1k | 93.68 | |
Texas Pacific Land Trust | 0.1 | $889k | 2.2k | 404.09 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $939k | 6.1k | 152.81 | |
Global X Fds glb x mlp enr | 0.1 | $949k | 69k | 13.79 | |
Medtronic (MDT) | 0.1 | $844k | 11k | 77.73 | |
Tegna (TGNA) | 0.1 | $841k | 63k | 13.33 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.1 | $799k | 13k | 59.75 | |
Coca-Cola Company (KO) | 0.1 | $776k | 17k | 45.00 | |
NVIDIA Corporation (NVDA) | 0.1 | $830k | 4.6k | 178.73 | |
Darden Restaurants (DRI) | 0.1 | $818k | 10k | 78.77 | |
Eastman Chemical Company (EMN) | 0.1 | $826k | 9.1k | 90.44 | |
Lockheed Martin Corporation (LMT) | 0.1 | $743k | 2.4k | 310.49 | |
Amazon (AMZN) | 0.1 | $812k | 845.00 | 960.95 | |
Juniper Networks (JNPR) | 0.1 | $768k | 28k | 27.84 | |
Atmos Energy Corporation (ATO) | 0.1 | $730k | 8.7k | 83.86 | |
PowerShares QQQ Trust, Series 1 | 0.1 | $776k | 5.3k | 145.43 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $739k | 3.3k | 223.87 | |
SPDR S&P International Small Cap (GWX) | 0.1 | $766k | 22k | 35.02 | |
Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.1 | $750k | 13k | 59.40 | |
Wec Energy Group (WEC) | 0.1 | $753k | 12k | 62.74 | |
Johnson Controls International Plc equity (JCI) | 0.1 | $734k | 18k | 40.30 | |
Aercap Holdings Nv Ord Cmn (AER) | 0.1 | $636k | 12k | 51.10 | |
Dominion Resources (D) | 0.1 | $639k | 8.3k | 76.93 | |
Cummins (CMI) | 0.1 | $619k | 3.7k | 167.89 | |
Whirlpool Corporation (WHR) | 0.1 | $708k | 3.8k | 184.52 | |
Universal Health Services (UHS) | 0.1 | $631k | 5.7k | 111.01 | |
Interpublic Group of Companies (IPG) | 0.1 | $700k | 34k | 20.78 | |
McKesson Corporation (MCK) | 0.1 | $718k | 4.7k | 153.52 | |
White Mountains Insurance Gp (WTM) | 0.1 | $725k | 846.00 | 856.97 | |
Illinois Tool Works (ITW) | 0.1 | $663k | 4.5k | 147.89 | |
Visa (V) | 0.1 | $625k | 5.9k | 105.31 | |
Axis Capital Holdings (AXS) | 0.1 | $725k | 13k | 57.28 | |
iShares Russell 1000 Index (IWB) | 0.1 | $725k | 5.2k | 139.93 | |
Teleflex Incorporated (TFX) | 0.1 | $663k | 2.7k | 242.15 | |
British American Tobac (BTI) | 0.1 | $727k | 12k | 62.45 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $724k | 6.4k | 113.98 | |
Financial Select Sector SPDR (XLF) | 0.1 | $634k | 25k | 25.87 | |
Vanguard Small-Cap Value ETF (VBR) | 0.1 | $675k | 5.3k | 127.72 | |
Sito Mobile (STTO) | 0.1 | $629k | 88k | 7.14 | |
Brighthouse Finl (BHF) | 0.1 | $671k | 11k | 60.76 | |
BP (BP) | 0.1 | $614k | 16k | 38.41 | |
Cardinal Health (CAH) | 0.1 | $512k | 7.7k | 66.89 | |
Molson Coors Brewing Company (TAP) | 0.1 | $578k | 7.1k | 81.60 | |
Emerson Electric (EMR) | 0.1 | $527k | 8.4k | 62.84 | |
International Flavors & Fragrances (IFF) | 0.1 | $529k | 3.7k | 142.97 | |
AstraZeneca (AZN) | 0.1 | $531k | 16k | 33.89 | |
Nextera Energy (NEE) | 0.1 | $509k | 3.5k | 146.56 | |
Sanofi-Aventis SA (SNY) | 0.1 | $519k | 10k | 49.82 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $522k | 7.6k | 68.49 | |
Ford Motor Company (F) | 0.1 | $509k | 43k | 11.96 | |
Flextronics International Ltd Com Stk (FLEX) | 0.1 | $578k | 35k | 16.57 | |
Centene Corporation (CNC) | 0.1 | $586k | 6.1k | 96.70 | |
Hanover Insurance (THG) | 0.1 | $521k | 5.4k | 96.97 | |
iShares S&P MidCap 400 Growth (IJK) | 0.1 | $510k | 2.5k | 202.46 | |
Duke Energy (DUK) | 0.1 | $558k | 6.6k | 83.94 | |
Fnf (FNF) | 0.1 | $593k | 13k | 47.44 | |
Westrock (WRK) | 0.1 | $584k | 10k | 56.75 | |
Xl | 0.1 | $544k | 14k | 39.42 | |
Conduent Incorporate (CNDT) | 0.1 | $563k | 36k | 15.67 | |
Fidelity National Information Services (FIS) | 0.0 | $423k | 4.5k | 93.36 | |
Canadian Natl Ry (CNI) | 0.0 | $478k | 5.8k | 82.84 | |
M&T Bank Corporation (MTB) | 0.0 | $495k | 3.1k | 161.03 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $459k | 3.9k | 117.75 | |
Stanley Black & Decker (SWK) | 0.0 | $447k | 3.0k | 151.01 | |
Autoliv (ALV) | 0.0 | $482k | 3.9k | 123.68 | |
JetBlue Airways Corporation (JBLU) | 0.0 | $405k | 22k | 18.52 | |
Agrium | 0.0 | $393k | 3.7k | 107.08 | |
Koninklijke Philips Electronics NV (PHG) | 0.0 | $489k | 12k | 41.18 | |
AGCO Corporation (AGCO) | 0.0 | $416k | 5.6k | 73.77 | |
General Mills (GIS) | 0.0 | $441k | 8.5k | 51.74 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $413k | 6.4k | 64.14 | |
priceline.com Incorporated | 0.0 | $394k | 215.00 | 1832.56 | |
Activision Blizzard | 0.0 | $480k | 7.4k | 64.52 | |
Invesco (IVZ) | 0.0 | $491k | 14k | 35.06 | |
Manulife Finl Corp (MFC) | 0.0 | $446k | 22k | 20.28 | |
iShares S&P 500 Growth Index (IVW) | 0.0 | $400k | 2.8k | 143.47 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $410k | 3.8k | 107.81 | |
Pinnacle West Capital Corporation (PNW) | 0.0 | $399k | 4.7k | 84.57 | |
Oritani Financial | 0.0 | $435k | 26k | 16.80 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $404k | 5.4k | 74.20 | |
BlackRock MuniHoldings New Jersey Ins Fn (MUJ) | 0.0 | $393k | 27k | 14.58 | |
Schwab Strategic Tr 0 (SCHP) | 0.0 | $411k | 7.4k | 55.26 | |
Ingredion Incorporated (INGR) | 0.0 | $419k | 3.5k | 120.68 | |
Grifols S A Sponsored Adr R (GRFS) | 0.0 | $403k | 18k | 21.90 | |
Varonis Sys (VRNS) | 0.0 | $471k | 11k | 41.88 | |
Loews Corporation (L) | 0.0 | $339k | 7.1k | 47.93 | |
BlackRock (BLK) | 0.0 | $376k | 840.00 | 447.62 | |
Total System Services | 0.0 | $301k | 4.6k | 65.56 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $297k | 5.6k | 52.97 | |
Blackstone | 0.0 | $336k | 10k | 33.35 | |
Moody's Corporation (MCO) | 0.0 | $296k | 2.1k | 139.03 | |
Microchip Technology (MCHP) | 0.0 | $332k | 3.7k | 89.66 | |
AmerisourceBergen (COR) | 0.0 | $384k | 4.6k | 82.79 | |
Foot Locker (FL) | 0.0 | $379k | 11k | 35.26 | |
Synopsys (SNPS) | 0.0 | $381k | 4.7k | 80.63 | |
Crane | 0.0 | $289k | 3.6k | 79.88 | |
PerkinElmer (RVTY) | 0.0 | $286k | 4.1k | 69.05 | |
ConocoPhillips (COP) | 0.0 | $338k | 6.8k | 50.06 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $293k | 4.6k | 64.14 | |
Praxair | 0.0 | $352k | 2.5k | 139.79 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $359k | 3.0k | 118.40 | |
Jacobs Engineering | 0.0 | $383k | 6.6k | 58.34 | |
Southern Company (SO) | 0.0 | $331k | 6.7k | 49.13 | |
Starbucks Corporation (SBUX) | 0.0 | $382k | 7.1k | 53.67 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.0 | $384k | 4.5k | 84.71 | |
Chipotle Mexican Grill (CMG) | 0.0 | $286k | 930.00 | 307.53 | |
Ingersoll-rand Co Ltd-cl A | 0.0 | $296k | 3.3k | 89.02 | |
UGI Corporation (UGI) | 0.0 | $368k | 7.9k | 46.84 | |
BorgWarner (BWA) | 0.0 | $354k | 6.9k | 51.24 | |
Unilever (UL) | 0.0 | $318k | 5.5k | 57.88 | |
McCormick & Company, Incorporated (MKC) | 0.0 | $321k | 3.1k | 102.62 | |
CBOE Holdings (CBOE) | 0.0 | $324k | 3.0k | 107.53 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $360k | 3.8k | 94.76 | |
iShares Brclys Intrdte Gov/Crt Bd (GVI) | 0.0 | $384k | 3.5k | 110.95 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $316k | 2.1k | 148.29 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.0 | $320k | 3.1k | 101.94 | |
Blackrock Nj Municipal Bond | 0.0 | $285k | 19k | 14.90 | |
Tronox | 0.0 | $351k | 17k | 21.09 | |
News (NWSA) | 0.0 | $311k | 23k | 13.27 | |
Cdw (CDW) | 0.0 | $327k | 5.0k | 65.97 | |
Pentair cs (PNR) | 0.0 | $376k | 5.5k | 67.96 | |
Novocure Ltd ord (NVCR) | 0.0 | $383k | 19k | 19.85 | |
Dentsply Sirona (XRAY) | 0.0 | $340k | 5.7k | 59.74 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $359k | 987.00 | 363.73 | |
Lamb Weston Hldgs (LW) | 0.0 | $379k | 8.1k | 46.83 | |
Cars (CARS) | 0.0 | $390k | 15k | 26.59 | |
Portland General Electric Company (POR) | 0.0 | $241k | 5.3k | 45.69 | |
Boyd Gaming Corporation (BYD) | 0.0 | $216k | 8.3k | 25.99 | |
DST Systems | 0.0 | $252k | 4.6k | 54.81 | |
Monsanto Company | 0.0 | $233k | 1.9k | 119.61 | |
Eli Lilly & Co. (LLY) | 0.0 | $262k | 3.1k | 85.51 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $240k | 537.00 | 446.93 | |
Great Plains Energy Incorporated | 0.0 | $276k | 9.1k | 30.35 | |
Lennar Corporation (LEN) | 0.0 | $205k | 3.9k | 52.77 | |
Sonoco Products Company (SON) | 0.0 | $243k | 4.8k | 50.52 | |
SYSCO Corporation (SYY) | 0.0 | $234k | 4.3k | 53.87 | |
W.W. Grainger (GWW) | 0.0 | $255k | 1.4k | 179.96 | |
Akamai Technologies (AKAM) | 0.0 | $218k | 4.5k | 48.77 | |
CACI International (CACI) | 0.0 | $253k | 1.8k | 139.32 | |
Comerica Incorporated (CMA) | 0.0 | $209k | 2.7k | 76.22 | |
Laboratory Corp. of America Holdings | 0.0 | $252k | 1.7k | 151.26 | |
Bemis Company | 0.0 | $260k | 5.7k | 45.49 | |
Xilinx | 0.0 | $241k | 3.4k | 70.70 | |
Goodyear Tire & Rubber Company (GT) | 0.0 | $220k | 6.6k | 33.24 | |
BB&T Corporation | 0.0 | $241k | 5.1k | 46.89 | |
Diageo (DEO) | 0.0 | $257k | 1.9k | 132.07 | |
GlaxoSmithKline | 0.0 | $262k | 6.5k | 40.56 | |
Marriott International (MAR) | 0.0 | $231k | 2.1k | 110.32 | |
Markel Corporation (MKL) | 0.0 | $274k | 257.00 | 1066.15 | |
Fifth Third Ban (FITB) | 0.0 | $205k | 7.3k | 27.98 | |
W.R. Berkley Corporation (WRB) | 0.0 | $262k | 3.9k | 66.84 | |
Westar Energy | 0.0 | $239k | 4.8k | 49.56 | |
Bce (BCE) | 0.0 | $278k | 5.9k | 46.82 | |
PPL Corporation (PPL) | 0.0 | $247k | 6.5k | 37.95 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $227k | 2.8k | 79.71 | |
Donaldson Company (DCI) | 0.0 | $256k | 5.6k | 45.89 | |
Alaska Air (ALK) | 0.0 | $223k | 2.9k | 76.21 | |
Huntsman Corporation (HUN) | 0.0 | $237k | 8.6k | 27.42 | |
Lam Research Corporation (LRCX) | 0.0 | $230k | 1.2k | 184.89 | |
Hormel Foods Corporation (HRL) | 0.0 | $226k | 7.0k | 32.13 | |
Rockwell Automation (ROK) | 0.0 | $262k | 1.5k | 178.23 | |
SYNNEX Corporation (SNX) | 0.0 | $264k | 2.1k | 126.62 | |
Westlake Chemical Corporation (WLK) | 0.0 | $259k | 3.1k | 83.23 | |
Tor Dom Bk Cad (TD) | 0.0 | $220k | 3.9k | 56.32 | |
Validus Holdings | 0.0 | $218k | 4.4k | 49.13 | |
Suncor Energy (SU) | 0.0 | $253k | 7.2k | 34.96 | |
Pilgrim's Pride Corporation (PPC) | 0.0 | $232k | 8.2k | 28.47 | |
Signet Jewelers (SIG) | 0.0 | $242k | 3.6k | 66.63 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $278k | 2.1k | 129.66 | |
Vanguard Growth ETF (VUG) | 0.0 | $239k | 1.8k | 132.63 | |
Industries N shs - a - (LYB) | 0.0 | $244k | 2.5k | 98.91 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $242k | 2.3k | 104.40 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $200k | 5.2k | 38.81 | |
iShares Dow Jones US Technology (IYW) | 0.0 | $250k | 1.7k | 150.06 | |
iShares MSCI EAFE Growth Index (EFG) | 0.0 | $224k | 2.9k | 77.24 | |
WisdomTree LargeCap Dividend Fund (DLN) | 0.0 | $262k | 3.0k | 86.90 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 0.0 | $206k | 3.2k | 64.70 | |
Huntington Ingalls Inds (HII) | 0.0 | $227k | 1.0k | 226.55 | |
Sandstorm Gold (SAND) | 0.0 | $208k | 46k | 4.55 | |
Sanmina (SANM) | 0.0 | $223k | 6.0k | 37.07 | |
Cdk Global Inc equities | 0.0 | $240k | 3.8k | 63.06 | |
Keysight Technologies (KEYS) | 0.0 | $262k | 6.3k | 41.66 | |
Oppenheimer Rev Weighted Etf large cap rev et | 0.0 | $245k | 5.1k | 47.97 | |
Market Vectors Etf Tr Pfd Sec (PFXF) | 0.0 | $214k | 11k | 20.10 | |
Transocean (RIG) | 0.0 | $141k | 13k | 10.73 | |
F.N.B. Corporation (FNB) | 0.0 | $143k | 10k | 14.06 | |
iShares Gold Trust | 0.0 | $129k | 11k | 12.29 | |
Jp Morgan Alerian Mlp Index | 0.0 | $0 | 0 | 0.00 | |
Ekso Bionics Hldgs Inc Com cs | 0.0 | $23k | 19k | 1.21 |