Regentatlantic Capital as of June 30, 2019
Portfolio Holdings for Regentatlantic Capital
Regentatlantic Capital holds 434 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Inc core msci emkt (IEMG) | 7.9 | $117M | 2.3M | 51.44 | |
Global X Fds glb x mlp enr | 3.4 | $51M | 3.9M | 12.94 | |
Apple (AAPL) | 2.8 | $41M | 207k | 197.92 | |
Microsoft Corporation (MSFT) | 2.3 | $35M | 258k | 133.96 | |
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 2.0 | $30M | 791k | 37.69 | |
Berkshire Hathaway (BRK.B) | 1.6 | $24M | 114k | 213.17 | |
Johnson & Johnson (JNJ) | 1.6 | $24M | 172k | 139.28 | |
Comcast Corporation (CMCSA) | 1.6 | $24M | 556k | 42.28 | |
Intel Corporation (INTC) | 1.5 | $23M | 472k | 47.87 | |
Exelon Corporation (EXC) | 1.5 | $23M | 471k | 47.94 | |
Pfizer (PFE) | 1.4 | $21M | 493k | 43.32 | |
Invesco Ftse Rafi Dev etf - e (PXF) | 1.4 | $21M | 527k | 40.63 | |
Facebook Inc cl a (META) | 1.2 | $19M | 96k | 193.00 | |
Alphabet Inc Class A cs (GOOGL) | 1.2 | $18M | 17k | 1082.81 | |
Walt Disney Company (DIS) | 1.2 | $18M | 131k | 139.64 | |
Anthem (ELV) | 1.2 | $17M | 62k | 282.22 | |
Vanguard Intl Equity Index F glb ex us etf (VNQI) | 1.1 | $16M | 277k | 59.00 | |
Northrop Grumman Corporation (NOC) | 1.1 | $16M | 49k | 323.10 | |
Thermo Fisher Scientific (TMO) | 1.0 | $15M | 50k | 293.69 | |
UnitedHealth (UNH) | 1.0 | $15M | 59k | 244.01 | |
Bank of America Corporation (BAC) | 0.9 | $14M | 468k | 29.00 | |
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 0.9 | $13M | 338k | 39.11 | |
At&t (T) | 0.9 | $13M | 383k | 33.51 | |
Oracle Corporation (ORCL) | 0.8 | $13M | 219k | 56.97 | |
International Business Machines (IBM) | 0.8 | $12M | 90k | 137.90 | |
Consolidated Edison (ED) | 0.8 | $12M | 137k | 87.68 | |
Cisco Systems (CSCO) | 0.8 | $12M | 217k | 54.73 | |
iShares Russell Microcap Index (IWC) | 0.8 | $12M | 128k | 93.19 | |
Leidos Holdings (LDOS) | 0.8 | $12M | 146k | 79.85 | |
Vanguard S&p 500 Etf idx (VOO) | 0.7 | $10M | 38k | 269.16 | |
L3 Technologies | 0.7 | $10M | 42k | 245.18 | |
Amgen (AMGN) | 0.7 | $10M | 55k | 184.29 | |
Allstate Corporation (ALL) | 0.7 | $10M | 98k | 101.69 | |
Chevron Corporation (CVX) | 0.7 | $9.6M | 77k | 124.44 | |
Travelers Companies (TRV) | 0.7 | $9.7M | 65k | 149.51 | |
Prudential Financial (PRU) | 0.6 | $9.4M | 93k | 101.00 | |
Schwab Intl Small Cap Equity ETF (SCHC) | 0.6 | $9.2M | 283k | 32.64 | |
Dxc Technology (DXC) | 0.6 | $9.2M | 167k | 55.15 | |
Tyson Foods (TSN) | 0.6 | $9.0M | 111k | 80.74 | |
Valero Energy Corporation (VLO) | 0.6 | $8.9M | 103k | 85.61 | |
Citigroup (C) | 0.6 | $8.6M | 123k | 70.03 | |
Merck & Co (MRK) | 0.6 | $8.3M | 99k | 83.85 | |
Dollar Tree (DLTR) | 0.6 | $8.4M | 78k | 107.39 | |
Micron Technology (MU) | 0.6 | $8.3M | 216k | 38.59 | |
MetLife (MET) | 0.6 | $8.1M | 164k | 49.67 | |
Raytheon Company | 0.5 | $8.0M | 46k | 173.88 | |
Paypal Holdings (PYPL) | 0.5 | $8.0M | 70k | 114.46 | |
Royal Dutch Shell | 0.5 | $7.9M | 122k | 65.07 | |
Union Pacific Corporation (UNP) | 0.5 | $7.7M | 46k | 169.10 | |
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 0.5 | $7.8M | 67k | 116.65 | |
Capital One Financial (COF) | 0.5 | $7.3M | 80k | 90.74 | |
Lowe's Companies (LOW) | 0.5 | $7.3M | 73k | 100.91 | |
Wal-Mart Stores (WMT) | 0.5 | $7.0M | 63k | 110.49 | |
Home Depot (HD) | 0.5 | $7.0M | 34k | 207.96 | |
Arrow Electronics (ARW) | 0.5 | $7.0M | 99k | 71.27 | |
Abbott Laboratories (ABT) | 0.5 | $6.8M | 81k | 84.10 | |
Morgan Stanley (MS) | 0.5 | $6.8M | 156k | 43.81 | |
Total (TTE) | 0.5 | $6.9M | 123k | 55.79 | |
Hewlett Packard Enterprise (HPE) | 0.5 | $6.6M | 445k | 14.95 | |
Exxon Mobil Corporation (XOM) | 0.4 | $6.3M | 83k | 76.63 | |
Nike (NKE) | 0.4 | $6.4M | 77k | 83.95 | |
ON Semiconductor (ON) | 0.4 | $6.4M | 318k | 20.21 | |
Medtronic (MDT) | 0.4 | $6.0M | 62k | 97.39 | |
Corning Incorporated (GLW) | 0.4 | $5.9M | 178k | 33.23 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $5.9M | 53k | 111.81 | |
Spdr S&p 500 Etf (SPY) | 0.4 | $5.9M | 21k | 287.71 | |
Target Corporation (TGT) | 0.4 | $6.0M | 69k | 86.61 | |
Mondelez Int (MDLZ) | 0.4 | $6.0M | 111k | 53.90 | |
Reinsurance Group of America (RGA) | 0.4 | $5.8M | 37k | 156.02 | |
Paccar (PCAR) | 0.4 | $5.7M | 80k | 71.66 | |
CVS Caremark Corporation (CVS) | 0.4 | $5.6M | 102k | 54.49 | |
Honeywell International (HON) | 0.4 | $5.6M | 32k | 174.59 | |
Zimmer Holdings (ZBH) | 0.4 | $5.5M | 46k | 117.74 | |
General Motors Company (GM) | 0.4 | $5.5M | 142k | 38.53 | |
Cgi Inc Cl A Sub Vtg (GIB) | 0.4 | $5.3M | 69k | 76.76 | |
Boeing Company (BA) | 0.3 | $5.1M | 14k | 364.01 | |
Procter & Gamble Company (PG) | 0.3 | $5.1M | 46k | 109.65 | |
Danaher Corporation (DHR) | 0.3 | $5.1M | 36k | 142.93 | |
American Financial (AFG) | 0.3 | $4.7M | 46k | 102.47 | |
Canon (CAJPY) | 0.3 | $4.6M | 156k | 29.27 | |
Hldgs (UAL) | 0.3 | $4.6M | 52k | 87.56 | |
Phillips 66 (PSX) | 0.3 | $4.6M | 49k | 93.54 | |
Marathon Petroleum Corp (MPC) | 0.3 | $4.5M | 81k | 55.88 | |
Archer Daniels Midland Company (ADM) | 0.3 | $4.3M | 104k | 40.80 | |
Johnson Controls International Plc equity (JCI) | 0.3 | $4.3M | 105k | 41.31 | |
Manpower (MAN) | 0.3 | $4.1M | 43k | 96.60 | |
Amazon (AMZN) | 0.3 | $4.2M | 2.2k | 1893.38 | |
Delta Air Lines (DAL) | 0.3 | $4.1M | 73k | 56.75 | |
Nasdaq Omx (NDAQ) | 0.3 | $4.0M | 42k | 96.18 | |
Novartis (NVS) | 0.3 | $4.0M | 44k | 91.31 | |
Stryker Corporation (SYK) | 0.3 | $3.9M | 19k | 205.56 | |
Symantec Corporation | 0.3 | $4.0M | 184k | 21.76 | |
United Technologies Corporation | 0.3 | $4.0M | 31k | 130.19 | |
Vanguard Emerging Markets ETF (VWO) | 0.3 | $4.0M | 94k | 42.53 | |
Abbvie (ABBV) | 0.3 | $4.0M | 55k | 72.73 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.3 | $4.0M | 10k | 395.17 | |
Xerox | 0.3 | $4.0M | 113k | 35.41 | |
CACI International (CACI) | 0.3 | $3.9M | 19k | 204.59 | |
Goldman Sachs (GS) | 0.2 | $3.8M | 19k | 204.60 | |
PNC Financial Services (PNC) | 0.2 | $3.7M | 27k | 137.28 | |
FedEx Corporation (FDX) | 0.2 | $3.7M | 23k | 164.20 | |
Texas Instruments Incorporated (TXN) | 0.2 | $3.7M | 32k | 114.75 | |
Entergy Corporation (ETR) | 0.2 | $3.8M | 37k | 102.93 | |
Textron (TXT) | 0.2 | $3.6M | 69k | 53.03 | |
Walgreen Boots Alliance (WBA) | 0.2 | $3.7M | 67k | 54.67 | |
United Parcel Service (UPS) | 0.2 | $3.5M | 34k | 103.26 | |
iShares Russell 2000 Index (IWM) | 0.2 | $3.6M | 23k | 155.49 | |
Pvh Corporation (PVH) | 0.2 | $3.6M | 38k | 94.63 | |
Eaton (ETN) | 0.2 | $3.6M | 43k | 83.27 | |
Hp (HPQ) | 0.2 | $3.6M | 172k | 20.79 | |
Cigna Corp (CI) | 0.2 | $3.6M | 23k | 157.55 | |
Cognizant Technology Solutions (CTSH) | 0.2 | $3.4M | 54k | 63.39 | |
Molson Coors Brewing Company (TAP) | 0.2 | $3.3M | 60k | 56.00 | |
Chubb (CB) | 0.2 | $3.3M | 22k | 147.30 | |
Ishares Inc msci em esg se (ESGE) | 0.2 | $3.3M | 96k | 34.00 | |
Dupont De Nemours (DD) | 0.2 | $3.2M | 43k | 75.08 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $3.2M | 11k | 294.63 | |
Verizon Communications (VZ) | 0.2 | $3.1M | 55k | 57.13 | |
Gilead Sciences (GILD) | 0.2 | $3.1M | 47k | 67.56 | |
DTE Energy Company (DTE) | 0.2 | $3.1M | 25k | 127.88 | |
eBay (EBAY) | 0.2 | $3.0M | 77k | 39.50 | |
Pepsi (PEP) | 0.2 | $3.0M | 23k | 131.15 | |
J.M. Smucker Company (SJM) | 0.2 | $3.0M | 26k | 115.19 | |
Celgene Corporation | 0.2 | $3.0M | 32k | 92.43 | |
First Data | 0.2 | $3.0M | 112k | 27.07 | |
Ishares Tr msci eafe esg (ESGD) | 0.2 | $3.0M | 46k | 64.31 | |
Discover Financial Services (DFS) | 0.2 | $2.8M | 36k | 77.60 | |
Costco Wholesale Corporation (COST) | 0.2 | $2.8M | 11k | 264.29 | |
MasterCard Incorporated (MA) | 0.2 | $2.6M | 9.8k | 264.50 | |
CSX Corporation (CSX) | 0.2 | $2.6M | 34k | 77.36 | |
Wells Fargo & Company (WFC) | 0.2 | $2.6M | 56k | 47.33 | |
General Dynamics Corporation (GD) | 0.2 | $2.7M | 15k | 181.82 | |
Altaba | 0.2 | $2.7M | 39k | 69.36 | |
Norfolk Southern (NSC) | 0.2 | $2.5M | 12k | 199.32 | |
Kohl's Corporation (KSS) | 0.2 | $2.5M | 53k | 47.55 | |
AFLAC Incorporated (AFL) | 0.2 | $2.5M | 46k | 54.81 | |
Public Service Enterprise (PEG) | 0.2 | $2.6M | 44k | 58.82 | |
Magna Intl Inc cl a (MGA) | 0.2 | $2.5M | 49k | 49.70 | |
Humana (HUM) | 0.2 | $2.6M | 9.6k | 265.26 | |
Reliance Steel & Aluminum (RS) | 0.2 | $2.5M | 27k | 94.61 | |
BP (BP) | 0.2 | $2.4M | 59k | 41.69 | |
Caterpillar (CAT) | 0.2 | $2.4M | 18k | 136.32 | |
Ameren Corporation (AEE) | 0.2 | $2.3M | 31k | 75.10 | |
Vanguard Short-Term Bond ETF (BSV) | 0.2 | $2.4M | 29k | 80.53 | |
Oshkosh Corporation (OSK) | 0.2 | $2.4M | 28k | 83.49 | |
Expedia (EXPE) | 0.2 | $2.3M | 17k | 133.04 | |
CBS Corporation | 0.1 | $2.2M | 43k | 49.90 | |
Carnival Corporation (CCL) | 0.1 | $2.2M | 47k | 46.54 | |
Automatic Data Processing (ADP) | 0.1 | $2.2M | 13k | 165.30 | |
Fiserv (FI) | 0.1 | $2.3M | 25k | 91.18 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $2.2M | 2.0k | 1080.85 | |
Lear Corporation (LEA) | 0.1 | $2.1M | 15k | 139.24 | |
Assurant (AIZ) | 0.1 | $2.0M | 19k | 106.36 | |
International Paper Company (IP) | 0.1 | $2.1M | 48k | 43.32 | |
Avnet (AVT) | 0.1 | $2.0M | 45k | 45.26 | |
American Electric Power Company (AEP) | 0.1 | $2.1M | 24k | 88.03 | |
D.R. Horton (DHI) | 0.1 | $2.1M | 49k | 43.13 | |
Domino's Pizza (DPZ) | 0.1 | $2.0M | 7.3k | 278.31 | |
Synchrony Financial (SYF) | 0.1 | $2.1M | 60k | 34.67 | |
McDonald's Corporation (MCD) | 0.1 | $1.9M | 9.0k | 207.66 | |
Baxter International (BAX) | 0.1 | $2.0M | 24k | 81.92 | |
Biogen Idec (BIIB) | 0.1 | $2.0M | 8.4k | 233.84 | |
Cintas Corporation (CTAS) | 0.1 | $1.9M | 8.2k | 237.23 | |
Visa (V) | 0.1 | $2.0M | 12k | 173.53 | |
Old Republic International Corporation (ORI) | 0.1 | $2.0M | 88k | 22.38 | |
Amdocs Ltd ord (DOX) | 0.1 | $2.0M | 32k | 62.09 | |
Allergan | 0.1 | $1.9M | 12k | 167.39 | |
Westrock (WRK) | 0.1 | $1.9M | 51k | 36.46 | |
FTI Consulting (FCN) | 0.1 | $1.8M | 21k | 83.86 | |
T. Rowe Price (TROW) | 0.1 | $1.7M | 16k | 109.71 | |
Philip Morris International (PM) | 0.1 | $1.7M | 22k | 78.54 | |
Toyota Motor Corporation (TM) | 0.1 | $1.8M | 14k | 123.98 | |
Dow (DOW) | 0.1 | $1.8M | 36k | 49.30 | |
Hartford Financial Services (HIG) | 0.1 | $1.6M | 29k | 55.73 | |
Lincoln National Corporation (LNC) | 0.1 | $1.6M | 25k | 64.44 | |
V.F. Corporation (VFC) | 0.1 | $1.7M | 19k | 87.34 | |
Global Payments (GPN) | 0.1 | $1.6M | 10k | 160.14 | |
Everest Re Group (EG) | 0.1 | $1.6M | 6.4k | 247.19 | |
Becton, Dickinson and (BDX) | 0.1 | $1.7M | 6.7k | 251.99 | |
Marsh & McLennan Companies (MMC) | 0.1 | $1.6M | 17k | 99.73 | |
iShares S&P 500 Index (IVV) | 0.1 | $1.7M | 5.6k | 294.70 | |
Accenture (ACN) | 0.1 | $1.7M | 9.5k | 177.68 | |
Xcel Energy (XEL) | 0.1 | $1.6M | 27k | 59.48 | |
Centene Corporation (CNC) | 0.1 | $1.6M | 31k | 52.45 | |
Texas Pacific Land Trust | 0.1 | $1.6M | 2.0k | 787.00 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.1 | $1.7M | 30k | 57.39 | |
Cable One (CABO) | 0.1 | $1.6M | 1.4k | 1171.00 | |
Ashland (ASH) | 0.1 | $1.7M | 21k | 79.98 | |
Western Digital (WDC) | 0.1 | $1.5M | 31k | 47.55 | |
Altria (MO) | 0.1 | $1.5M | 33k | 47.34 | |
Deere & Company (DE) | 0.1 | $1.5M | 9.2k | 165.67 | |
STMicroelectronics (STM) | 0.1 | $1.5M | 87k | 17.62 | |
Southwest Airlines (LUV) | 0.1 | $1.5M | 29k | 50.79 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.1 | $1.6M | 14k | 109.37 | |
Te Connectivity Ltd for (TEL) | 0.1 | $1.5M | 16k | 95.75 | |
Fidelity National Information Services (FIS) | 0.1 | $1.3M | 11k | 122.70 | |
Cummins (CMI) | 0.1 | $1.4M | 7.9k | 171.40 | |
PPG Industries (PPG) | 0.1 | $1.4M | 12k | 116.68 | |
Universal Health Services (UHS) | 0.1 | $1.3M | 10k | 130.40 | |
Omni (OMC) | 0.1 | $1.4M | 17k | 81.97 | |
Estee Lauder Companies (EL) | 0.1 | $1.4M | 7.4k | 183.11 | |
iShares Russell 1000 Index (IWB) | 0.1 | $1.3M | 8.6k | 155.25 | |
Vanguard Value ETF (VTV) | 0.1 | $1.4M | 12k | 110.89 | |
Ally Financial (ALLY) | 0.1 | $1.3M | 43k | 31.00 | |
Liberty Interactive Corp (QRTEA) | 0.1 | $1.3M | 108k | 12.39 | |
Wyndham Hotels And Resorts (WH) | 0.1 | $1.3M | 23k | 55.74 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $1.3M | 12k | 107.79 | |
3M Company (MMM) | 0.1 | $1.2M | 6.8k | 173.34 | |
Colgate-Palmolive Company (CL) | 0.1 | $1.2M | 17k | 71.68 | |
Sempra Energy (SRE) | 0.1 | $1.1M | 8.3k | 137.48 | |
Constellation Brands (STZ) | 0.1 | $1.2M | 6.0k | 197.02 | |
Wyndham Worldwide Corporation | 0.1 | $1.1M | 25k | 43.89 | |
Takeda Pharmaceutical (TAK) | 0.1 | $1.2M | 68k | 17.71 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.1 | $1.1M | 11k | 105.29 | |
Corteva (CTVA) | 0.1 | $1.2M | 42k | 29.58 | |
Equifax (EFX) | 0.1 | $1.0M | 7.7k | 135.18 | |
Coca-Cola Company (KO) | 0.1 | $1.0M | 20k | 50.93 | |
Eli Lilly & Co. (LLY) | 0.1 | $987k | 8.9k | 110.82 | |
Pulte (PHM) | 0.1 | $1.0M | 32k | 31.62 | |
Parker-Hannifin Corporation (PH) | 0.1 | $1.0M | 6.1k | 170.02 | |
Quanta Services (PWR) | 0.1 | $1.1M | 28k | 38.21 | |
Edison International (EIX) | 0.1 | $1.0M | 15k | 67.43 | |
Eni S.p.A. (E) | 0.1 | $1.1M | 34k | 33.03 | |
CenterPoint Energy (CNP) | 0.1 | $1.0M | 35k | 28.64 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $980k | 6.1k | 159.48 | |
Ishares Tr cmn (STIP) | 0.1 | $1.1M | 11k | 100.56 | |
J Global (ZD) | 0.1 | $1.1M | 12k | 88.85 | |
Graham Hldgs (GHC) | 0.1 | $1.0M | 1.5k | 690.27 | |
Valvoline Inc Common (VVV) | 0.1 | $1.1M | 54k | 19.53 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $975k | 5.2k | 186.67 | |
Ameriprise Financial (AMP) | 0.1 | $855k | 5.9k | 145.09 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.1 | $952k | 15k | 62.86 | |
AES Corporation (AES) | 0.1 | $817k | 49k | 16.76 | |
Darden Restaurants (DRI) | 0.1 | $964k | 7.9k | 121.73 | |
Interpublic Group of Companies (IPG) | 0.1 | $870k | 39k | 22.60 | |
Lockheed Martin Corporation (LMT) | 0.1 | $895k | 2.5k | 363.38 | |
Berkshire Hathaway (BRK.A) | 0.1 | $955k | 3.00 | 318333.33 | |
Illinois Tool Works (ITW) | 0.1 | $866k | 5.7k | 150.77 | |
Starbucks Corporation (SBUX) | 0.1 | $817k | 9.7k | 83.86 | |
Ares Capital Corporation (ARCC) | 0.1 | $885k | 49k | 17.94 | |
Atmos Energy Corporation (ATO) | 0.1 | $860k | 8.2k | 105.51 | |
Quest Diagnostics Incorporated (DGX) | 0.1 | $842k | 8.3k | 101.83 | |
MGM Resorts International. (MGM) | 0.1 | $958k | 34k | 28.57 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $932k | 4.8k | 194.29 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $878k | 3.3k | 265.98 | |
Hollyfrontier Corp | 0.1 | $927k | 20k | 46.27 | |
Wec Energy Group (WEC) | 0.1 | $924k | 11k | 83.36 | |
Aercap Holdings Nv Ord Cmn (AER) | 0.1 | $669k | 13k | 52.03 | |
Charles Schwab Corporation (SCHW) | 0.1 | $764k | 19k | 40.20 | |
American Express Company (AXP) | 0.1 | $687k | 5.6k | 123.52 | |
Dominion Resources (D) | 0.1 | $801k | 10k | 77.36 | |
Bristol Myers Squibb (BMY) | 0.1 | $752k | 17k | 45.32 | |
NVIDIA Corporation (NVDA) | 0.1 | $715k | 4.4k | 164.33 | |
Eastman Chemical Company (EMN) | 0.1 | $701k | 9.0k | 77.88 | |
Koninklijke Philips Electronics NV (PHG) | 0.1 | $781k | 18k | 43.57 | |
AGCO Corporation (AGCO) | 0.1 | $696k | 9.0k | 77.55 | |
ConocoPhillips (COP) | 0.1 | $676k | 11k | 60.98 | |
Nextera Energy (NEE) | 0.1 | $700k | 3.4k | 204.98 | |
White Mountains Insurance Gp (WTM) | 0.1 | $677k | 663.00 | 1021.12 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $793k | 12k | 65.77 | |
Henry Schein (HSIC) | 0.1 | $808k | 12k | 69.92 | |
Juniper Networks (JNPR) | 0.1 | $724k | 27k | 26.63 | |
iShares MSCI EMU Index (EZU) | 0.1 | $705k | 18k | 39.54 | |
Lam Research Corporation (LRCX) | 0.1 | $719k | 3.8k | 187.83 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $686k | 5.9k | 115.53 | |
Vanguard Small-Cap Value ETF (VBR) | 0.1 | $708k | 5.4k | 130.58 | |
Blackstone Mtg Tr (BXMT) | 0.1 | $763k | 21k | 35.58 | |
Conduent Incorporate (CNDT) | 0.1 | $687k | 72k | 9.59 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $625k | 14k | 44.17 | |
General Electric Company | 0.0 | $657k | 63k | 10.49 | |
Apache Corporation | 0.0 | $614k | 21k | 28.98 | |
Emerson Electric (EMR) | 0.0 | $608k | 9.1k | 66.69 | |
Unum (UNM) | 0.0 | $566k | 17k | 33.53 | |
AstraZeneca (AZN) | 0.0 | $554k | 13k | 41.24 | |
Synopsys (SNPS) | 0.0 | $636k | 4.9k | 128.72 | |
Yum! Brands (YUM) | 0.0 | $520k | 4.7k | 110.73 | |
Intuitive Surgical (ISRG) | 0.0 | $603k | 1.2k | 524.35 | |
Jacobs Engineering | 0.0 | $550k | 6.5k | 84.43 | |
Applied Materials (AMAT) | 0.0 | $661k | 15k | 44.90 | |
Huntsman Corporation (HUN) | 0.0 | $597k | 29k | 20.44 | |
Bio-Rad Laboratories (BIO) | 0.0 | $616k | 2.0k | 312.69 | |
Ingersoll-rand Co Ltd-cl A | 0.0 | $608k | 4.8k | 126.64 | |
Teleflex Incorporated (TFX) | 0.0 | $565k | 1.7k | 330.99 | |
McCormick & Company, Incorporated (MKC) | 0.0 | $555k | 3.6k | 154.98 | |
iShares S&P MidCap 400 Growth (IJK) | 0.0 | $558k | 2.5k | 226.19 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $594k | 4.0k | 150.04 | |
SPDR S&P International Small Cap (GWX) | 0.0 | $605k | 20k | 29.95 | |
Grifols S A Sponsored Adr R (GRFS) | 0.0 | $538k | 26k | 21.09 | |
Sabre (SABR) | 0.0 | $572k | 26k | 22.22 | |
Loews Corporation (L) | 0.0 | $518k | 9.5k | 54.68 | |
Total System Services | 0.0 | $507k | 4.0k | 128.29 | |
Canadian Natl Ry (CNI) | 0.0 | $439k | 4.7k | 92.50 | |
M&T Bank Corporation (MTB) | 0.0 | $417k | 2.5k | 170.00 | |
Via | 0.0 | $437k | 15k | 29.84 | |
Sony Corporation (SONY) | 0.0 | $464k | 8.9k | 52.38 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $497k | 3.7k | 133.39 | |
Nucor Corporation (NUE) | 0.0 | $385k | 7.0k | 55.10 | |
Stanley Black & Decker (SWK) | 0.0 | $403k | 2.8k | 144.55 | |
Laboratory Corp. of America Holdings | 0.0 | $419k | 2.4k | 173.07 | |
International Flavors & Fragrances (IFF) | 0.0 | $483k | 3.3k | 145.13 | |
Kroger (KR) | 0.0 | $377k | 17k | 21.72 | |
Air Products & Chemicals (APD) | 0.0 | $502k | 2.2k | 226.23 | |
McKesson Corporation (MCK) | 0.0 | $414k | 3.1k | 134.28 | |
Diageo (DEO) | 0.0 | $518k | 3.0k | 172.38 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $374k | 5.0k | 74.62 | |
Sap (SAP) | 0.0 | $434k | 3.2k | 136.69 | |
Markel Corporation (MKL) | 0.0 | $373k | 342.00 | 1090.64 | |
ConAgra Foods (CAG) | 0.0 | $519k | 20k | 26.53 | |
Axis Capital Holdings (AXS) | 0.0 | $504k | 8.4k | 59.65 | |
salesforce (CRM) | 0.0 | $427k | 2.8k | 151.63 | |
Chipotle Mexican Grill (CMG) | 0.0 | $448k | 611.00 | 733.22 | |
UGI Corporation (UGI) | 0.0 | $391k | 7.3k | 53.47 | |
Hanover Insurance (THG) | 0.0 | $480k | 3.7k | 128.38 | |
SYNNEX Corporation (SNX) | 0.0 | $468k | 4.8k | 98.30 | |
Suncor Energy (SU) | 0.0 | $387k | 12k | 31.13 | |
iShares S&P 500 Growth Index (IVW) | 0.0 | $475k | 2.7k | 179.18 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $398k | 3.4k | 116.58 | |
Spirit AeroSystems Holdings (SPR) | 0.0 | $479k | 5.9k | 81.39 | |
Oritani Financial | 0.0 | $459k | 26k | 17.72 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $515k | 6.6k | 78.30 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $405k | 3.5k | 115.22 | |
Industries N shs - a - (LYB) | 0.0 | $414k | 4.8k | 86.16 | |
Jp Morgan Alerian Mlp Index | 0.0 | $421k | 17k | 25.09 | |
Schwab International Equity ETF (SCHF) | 0.0 | $407k | 13k | 32.07 | |
Duke Energy (DUK) | 0.0 | $452k | 5.1k | 88.26 | |
Norwegian Cruise Line Hldgs (NCLH) | 0.0 | $410k | 7.6k | 53.66 | |
Fnf (FNF) | 0.0 | $463k | 12k | 40.30 | |
Alibaba Group Holding (BABA) | 0.0 | $494k | 2.9k | 169.41 | |
Cyberark Software (CYBR) | 0.0 | $413k | 3.2k | 127.94 | |
Tegna (TGNA) | 0.0 | $503k | 33k | 15.14 | |
Lamb Weston Hldgs (LW) | 0.0 | $504k | 7.9k | 63.40 | |
Evergy (EVRG) | 0.0 | $380k | 6.3k | 60.18 | |
Equinor Asa (EQNR) | 0.0 | $461k | 23k | 19.77 | |
Hasbro (HAS) | 0.0 | $230k | 2.2k | 105.65 | |
Portland General Electric Company (POR) | 0.0 | $232k | 4.3k | 54.21 | |
BlackRock (BLK) | 0.0 | $307k | 654.00 | 469.42 | |
Cme (CME) | 0.0 | $277k | 1.4k | 193.98 | |
Republic Services (RSG) | 0.0 | $264k | 3.0k | 86.59 | |
Waste Management (WM) | 0.0 | $240k | 2.1k | 115.61 | |
Brookfield Asset Management | 0.0 | $235k | 4.9k | 47.86 | |
Sonoco Products Company (SON) | 0.0 | $230k | 3.5k | 65.43 | |
SYSCO Corporation (SYY) | 0.0 | $366k | 5.2k | 70.77 | |
W.W. Grainger (GWW) | 0.0 | $270k | 1.0k | 268.39 | |
Ross Stores (ROST) | 0.0 | $232k | 2.3k | 98.98 | |
Akamai Technologies (AKAM) | 0.0 | $355k | 4.4k | 80.10 | |
Whirlpool Corporation (WHR) | 0.0 | $234k | 1.6k | 142.42 | |
Analog Devices (ADI) | 0.0 | $338k | 3.0k | 112.70 | |
AmerisourceBergen (COR) | 0.0 | $353k | 4.1k | 85.14 | |
Foot Locker (FL) | 0.0 | $246k | 5.9k | 41.99 | |
MDU Resources (MDU) | 0.0 | $232k | 9.0k | 25.78 | |
PerkinElmer (RVTY) | 0.0 | $317k | 3.3k | 96.47 | |
BB&T Corporation | 0.0 | $256k | 5.2k | 49.22 | |
General Mills (GIS) | 0.0 | $328k | 6.2k | 52.55 | |
Schlumberger (SLB) | 0.0 | $293k | 7.4k | 39.76 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $356k | 2.8k | 127.23 | |
Ford Motor Company (F) | 0.0 | $361k | 35k | 10.23 | |
TJX Companies (TJX) | 0.0 | $295k | 5.6k | 52.81 | |
Southern Company (SO) | 0.0 | $368k | 6.7k | 55.33 | |
Fifth Third Ban (FITB) | 0.0 | $298k | 11k | 27.92 | |
W.R. Berkley Corporation (WRB) | 0.0 | $292k | 4.4k | 65.84 | |
Alliance Data Systems Corporation (BFH) | 0.0 | $250k | 1.8k | 139.98 | |
Netflix (NFLX) | 0.0 | $289k | 786.00 | 367.68 | |
Donaldson Company (DCI) | 0.0 | $259k | 5.1k | 50.81 | |
Activision Blizzard | 0.0 | $274k | 5.8k | 47.19 | |
Seagate Technology Com Stk | 0.0 | $246k | 5.2k | 47.07 | |
Regal-beloit Corporation (RRX) | 0.0 | $234k | 2.9k | 81.85 | |
Exelixis (EXEL) | 0.0 | $321k | 15k | 21.37 | |
New Jersey Resources Corporation (NJR) | 0.0 | $253k | 5.1k | 49.72 | |
BorgWarner (BWA) | 0.0 | $285k | 6.8k | 41.99 | |
Unilever (UL) | 0.0 | $306k | 4.9k | 62.03 | |
United Therapeutics Corporation (UTHR) | 0.0 | $264k | 3.4k | 78.15 | |
Westlake Chemical Corporation (WLK) | 0.0 | $332k | 4.8k | 69.38 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $232k | 1.5k | 157.50 | |
Manulife Finl Corp (MFC) | 0.0 | $358k | 20k | 18.16 | |
Pinnacle West Capital Corporation (PNW) | 0.0 | $258k | 2.7k | 93.95 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $310k | 6.1k | 50.97 | |
Vanguard Growth ETF (VUG) | 0.0 | $235k | 1.4k | 163.31 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $371k | 2.5k | 148.64 | |
O'reilly Automotive (ORLY) | 0.0 | $277k | 750.00 | 369.33 | |
Motorola Solutions (MSI) | 0.0 | $293k | 1.8k | 166.67 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $285k | 2.3k | 121.69 | |
iShares Dow Jones US Technology (IYW) | 0.0 | $330k | 1.7k | 198.08 | |
iShares MSCI EAFE Growth Index (EFG) | 0.0 | $244k | 3.0k | 80.85 | |
WisdomTree LargeCap Dividend Fund (DLN) | 0.0 | $255k | 2.6k | 96.85 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.0 | $343k | 3.4k | 101.69 | |
Vanguard Total World Stock Idx (VT) | 0.0 | $319k | 4.2k | 75.20 | |
Ishares Tr rus200 idx etf (IWL) | 0.0 | $310k | 4.6k | 68.13 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 0.0 | $224k | 3.4k | 66.14 | |
Vanguard Admiral Fds Inc cmn (VIOO) | 0.0 | $290k | 2.0k | 143.00 | |
Aon | 0.0 | $330k | 1.7k | 192.76 | |
News (NWSA) | 0.0 | $248k | 18k | 13.50 | |
Cdw (CDW) | 0.0 | $297k | 2.7k | 110.95 | |
Veeva Sys Inc cl a (VEEV) | 0.0 | $305k | 1.9k | 162.23 | |
0.0 | $236k | 6.8k | 34.88 | ||
Santander Consumer Usa | 0.0 | $364k | 15k | 23.93 | |
Eversource Energy (ES) | 0.0 | $225k | 3.0k | 75.60 | |
Kraft Heinz (KHC) | 0.0 | $253k | 8.1k | 31.05 | |
Novocure Ltd ord (NVCR) | 0.0 | $316k | 5.0k | 63.20 | |
Black Knight | 0.0 | $326k | 5.4k | 60.24 | |
Broadcom (AVGO) | 0.0 | $255k | 887.00 | 287.49 | |
Perspecta | 0.0 | $352k | 15k | 23.40 | |
Linde | 0.0 | $238k | 1.2k | 201.18 | |
Moderna (MRNA) | 0.0 | $284k | 19k | 14.61 | |
Fox Corp (FOXA) | 0.0 | $322k | 8.8k | 36.68 | |
Alcon (ALC) | 0.0 | $276k | 4.5k | 61.94 | |
Amcor (AMCR) | 0.0 | $238k | 21k | 11.50 | |
Moody's Corporation (MCO) | 0.0 | $221k | 1.1k | 195.75 | |
IAC/InterActive | 0.0 | $200k | 919.00 | 217.63 | |
JetBlue Airways Corporation (JBLU) | 0.0 | $217k | 12k | 18.52 | |
Crane | 0.0 | $215k | 2.6k | 83.53 | |
Encana Corp | 0.0 | $106k | 21k | 5.11 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $128k | 11k | 11.60 | |
EOG Resources (EOG) | 0.0 | $207k | 2.2k | 93.37 | |
Bce (BCE) | 0.0 | $209k | 4.6k | 45.52 | |
Flextronics International Ltd Com Stk (FLEX) | 0.0 | $131k | 14k | 9.56 | |
Universal Display Corporation (OLED) | 0.0 | $217k | 1.2k | 187.88 | |
Hormel Foods Corporation (HRL) | 0.0 | $202k | 5.0k | 40.46 | |
F.N.B. Corporation (FNB) | 0.0 | $120k | 10k | 11.80 | |
Repligen Corporation (RGEN) | 0.0 | $207k | 2.4k | 85.96 | |
Tor Dom Bk Cad (TD) | 0.0 | $213k | 3.6k | 58.47 | |
CBOE Holdings (CBOE) | 0.0 | $202k | 1.9k | 103.86 | |
Tesla Motors (TSLA) | 0.0 | $222k | 994.00 | 223.34 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $215k | 5.8k | 36.84 | |
Huntington Ingalls Inds (HII) | 0.0 | $214k | 950.00 | 225.26 | |
Ingredion Incorporated (INGR) | 0.0 | $219k | 2.7k | 82.45 | |
Palo Alto Networks (PANW) | 0.0 | $217k | 1.1k | 204.14 | |
Neuberger Berman Mlp Income (NML) | 0.0 | $87k | 12k | 7.51 | |
Intercontinental Exchange (ICE) | 0.0 | $204k | 2.4k | 86.11 | |
Yum China Holdings (YUMC) | 0.0 | $204k | 4.4k | 46.20 | |
Booking Holdings (BKNG) | 0.0 | $206k | 110.00 | 1872.73 | |
Pagseguro Digital Ltd-cl A (PAGS) | 0.0 | $204k | 5.2k | 38.93 | |
J.C. Penney Company | 0.0 | $31k | 28k | 1.13 | |
Ekso Bionics Hldgs Inc Com cs | 0.0 | $24k | 19k | 1.27 | |
Azurrx Biopharma | 0.0 | $34k | 20k | 1.70 |