Sheets Smith Wealth Management as of Sept. 30, 2018
Portfolio Holdings for Sheets Smith Wealth Management
Sheets Smith Wealth Management holds 331 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares Russell 1000 Growth Index (IWF) | 3.3 | $16M | 103k | 155.98 | |
Visa (V) | 3.0 | $15M | 97k | 150.09 | |
iShares S&P 500 Index (IVV) | 2.5 | $12M | 41k | 292.73 | |
Apple (AAPL) | 2.4 | $12M | 51k | 225.75 | |
Nike (NKE) | 2.3 | $11M | 130k | 84.72 | |
Ecolab (ECL) | 1.7 | $8.2M | 52k | 156.78 | |
Amazon (AMZN) | 1.7 | $8.1M | 4.0k | 2002.98 | |
Microsoft Corporation (MSFT) | 1.6 | $7.7M | 68k | 114.37 | |
Iqvia Holdings (IQV) | 1.4 | $7.0M | 54k | 129.74 | |
Copart (CPRT) | 1.4 | $6.7M | 130k | 51.53 | |
Henry Schein (HSIC) | 1.4 | $6.6M | 78k | 85.03 | |
Alibaba Group Holding (BABA) | 1.4 | $6.5M | 40k | 164.76 | |
Tractor Supply Company (TSCO) | 1.3 | $6.2M | 68k | 90.88 | |
Alphabet Inc Class C cs (GOOG) | 1.3 | $6.2M | 5.2k | 1193.51 | |
Public Storage (PSA) | 1.2 | $6.1M | 30k | 201.63 | |
Estee Lauder Companies (EL) | 1.2 | $5.6M | 39k | 145.33 | |
Facebook Inc cl a (META) | 1.2 | $5.7M | 34k | 164.45 | |
Papa John's Int'l (PZZA) | 1.1 | $5.4M | 104k | 51.28 | |
Waste Connections (WCN) | 1.1 | $5.1M | 64k | 79.77 | |
Cisco Systems (CSCO) | 1.0 | $4.9M | 102k | 48.65 | |
Intuit (INTU) | 1.0 | $4.9M | 21k | 227.38 | |
Waters Corporation (WAT) | 1.0 | $4.8M | 25k | 194.66 | |
General Mills (GIS) | 0.9 | $4.6M | 107k | 42.92 | |
Laboratory Corp. of America Holdings | 0.9 | $4.4M | 26k | 173.68 | |
iShares S&P MidCap 400 Index (IJH) | 0.9 | $4.4M | 22k | 201.30 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.9 | $4.3M | 23k | 185.80 | |
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 0.8 | $4.0M | 33k | 118.77 | |
LKQ Corporation (LKQ) | 0.8 | $3.9M | 123k | 31.67 | |
Wp Carey (WPC) | 0.8 | $3.9M | 61k | 64.31 | |
CarMax (KMX) | 0.8 | $3.8M | 51k | 74.67 | |
SEI Investments Company (SEIC) | 0.8 | $3.7M | 61k | 61.10 | |
iShares Russell 3000 Index (IWV) | 0.8 | $3.7M | 21k | 172.32 | |
Canadian Natl Ry (CNI) | 0.8 | $3.6M | 40k | 89.79 | |
Microchip Technology (MCHP) | 0.7 | $3.5M | 45k | 78.91 | |
iShares MSCI EAFE Index Fund (EFA) | 0.7 | $3.2M | 47k | 67.99 | |
Alphabet Inc Class A cs (GOOGL) | 0.7 | $3.1M | 2.6k | 1207.11 | |
Accenture (ACN) | 0.6 | $3.1M | 18k | 170.20 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.6 | $3.1M | 29k | 106.82 | |
Lazard Ltd-cl A shs a | 0.6 | $3.0M | 63k | 48.13 | |
Expeditors International of Washington (EXPD) | 0.6 | $2.9M | 40k | 73.52 | |
Energy Select Sector SPDR (XLE) | 0.6 | $2.9M | 39k | 75.73 | |
TJX Companies (TJX) | 0.6 | $2.9M | 26k | 112.00 | |
iShares Dow Jones US Real Estate (IYR) | 0.6 | $2.9M | 36k | 80.03 | |
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 0.6 | $2.9M | 87k | 33.29 | |
UnitedHealth (UNH) | 0.6 | $2.9M | 11k | 266.01 | |
iShares Russell 2000 Index (IWM) | 0.6 | $2.8M | 17k | 168.55 | |
BlackRock (BLK) | 0.6 | $2.8M | 5.9k | 471.39 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.6 | $2.7M | 39k | 69.57 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $2.7M | 24k | 112.84 | |
FedEx Corporation (FDX) | 0.5 | $2.5M | 11k | 240.76 | |
Magellan Midstream Partners | 0.5 | $2.6M | 38k | 67.72 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.5 | $2.6M | 54k | 47.69 | |
Ishares Tr fltg rate nt (FLOT) | 0.5 | $2.5M | 50k | 51.01 | |
United Technologies Corporation | 0.5 | $2.4M | 17k | 139.82 | |
Gilead Sciences (GILD) | 0.5 | $2.3M | 29k | 77.20 | |
Verizon Communications (VZ) | 0.5 | $2.2M | 42k | 53.40 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.5 | $2.2M | 20k | 110.71 | |
U.S. Bancorp (USB) | 0.5 | $2.2M | 41k | 52.80 | |
Union Pacific Corporation (UNP) | 0.5 | $2.2M | 13k | 162.82 | |
Pfizer (PFE) | 0.4 | $2.1M | 48k | 44.08 | |
Vanguard Value ETF (VTV) | 0.4 | $2.1M | 19k | 110.71 | |
Stryker Corporation (SYK) | 0.4 | $2.0M | 11k | 177.68 | |
Boeing Company (BA) | 0.4 | $1.9M | 5.2k | 371.83 | |
Honeywell International (HON) | 0.4 | $1.9M | 12k | 166.41 | |
RealPage | 0.4 | $2.0M | 30k | 65.90 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.4 | $1.9M | 17k | 114.94 | |
Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund (FLTR) | 0.4 | $1.9M | 74k | 25.34 | |
Paychex (PAYX) | 0.4 | $1.8M | 25k | 73.66 | |
Enterprise Products Partners (EPD) | 0.4 | $1.8M | 64k | 28.73 | |
Spdr Ser Tr msci usa qual (QUS) | 0.4 | $1.8M | 22k | 83.52 | |
Worldpay Ord | 0.4 | $1.8M | 18k | 101.28 | |
J.M. Smucker Company (SJM) | 0.4 | $1.8M | 17k | 102.60 | |
MasterCard Incorporated (MA) | 0.4 | $1.7M | 7.8k | 222.55 | |
Skyworks Solutions (SWKS) | 0.4 | $1.7M | 19k | 90.72 | |
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf | 0.4 | $1.8M | 75k | 23.31 | |
Xcel Energy (XEL) | 0.3 | $1.7M | 36k | 47.22 | |
Johnson & Johnson (JNJ) | 0.3 | $1.6M | 12k | 138.17 | |
iShares S&P 1500 Index Fund (ITOT) | 0.3 | $1.7M | 25k | 66.65 | |
Schwab International Equity ETF (SCHF) | 0.3 | $1.6M | 49k | 33.53 | |
Abbvie (ABBV) | 0.3 | $1.6M | 17k | 94.57 | |
Metropcs Communications (TMUS) | 0.3 | $1.7M | 24k | 70.17 | |
SPDR DJ Wilshire Large Cap (SPLG) | 0.3 | $1.6M | 46k | 34.07 | |
At&t (T) | 0.3 | $1.6M | 47k | 33.59 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.3 | $1.6M | 30k | 52.05 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 0.3 | $1.6M | 32k | 49.55 | |
Paypal Holdings (PYPL) | 0.3 | $1.6M | 18k | 87.86 | |
Abbott Laboratories (ABT) | 0.3 | $1.5M | 21k | 73.38 | |
Starbucks Corporation (SBUX) | 0.3 | $1.5M | 26k | 56.85 | |
Schwab U S Broad Market ETF (SCHB) | 0.3 | $1.5M | 21k | 70.39 | |
iShares Lehman Aggregate Bond (AGG) | 0.3 | $1.4M | 14k | 105.52 | |
Five Below (FIVE) | 0.3 | $1.5M | 11k | 130.08 | |
Charles Schwab Corporation (SCHW) | 0.3 | $1.4M | 28k | 49.16 | |
Invesco S&p 500 Low Volatility Etf (SPLV) | 0.3 | $1.4M | 29k | 49.53 | |
Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) | 0.3 | $1.4M | 10k | 142.21 | |
First Citizens BancShares (FCNCA) | 0.3 | $1.3M | 2.9k | 452.14 | |
Exxon Mobil Corporation (XOM) | 0.3 | $1.3M | 16k | 85.00 | |
Euronet Worldwide (EEFT) | 0.3 | $1.3M | 13k | 100.21 | |
Vanguard Total Stock Market ETF (VTI) | 0.3 | $1.3M | 8.5k | 149.64 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.3 | $1.3M | 42k | 30.18 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $1.2M | 4.6k | 269.86 | |
Align Technology (ALGN) | 0.2 | $1.2M | 3.0k | 391.32 | |
Celgene Corporation | 0.2 | $1.2M | 13k | 89.48 | |
Canadian Natural Resources (CNQ) | 0.2 | $1.1M | 35k | 32.66 | |
Ishares Tr 0-5yr hi yl cp (SHYG) | 0.2 | $1.1M | 24k | 47.06 | |
Merck & Co (MRK) | 0.2 | $1.1M | 15k | 70.97 | |
Saia (SAIA) | 0.2 | $1.1M | 14k | 76.45 | |
Abiomed | 0.2 | $1.1M | 2.5k | 449.92 | |
Chart Industries (GTLS) | 0.2 | $1.1M | 14k | 78.31 | |
SPDR S&P World ex-US (SPDW) | 0.2 | $1.1M | 36k | 30.77 | |
Duke Energy (DUK) | 0.2 | $1.1M | 14k | 79.99 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $1.1M | 3.7k | 290.75 | |
Sherwin-Williams Company (SHW) | 0.2 | $1.1M | 2.4k | 455.20 | |
Lowe's Companies (LOW) | 0.2 | $1.1M | 9.4k | 114.83 | |
CoStar (CSGP) | 0.2 | $1.0M | 2.5k | 420.93 | |
Monolithic Power Systems (MPWR) | 0.2 | $1.1M | 8.7k | 125.56 | |
Rbc Cad (RY) | 0.2 | $1.0M | 13k | 80.23 | |
Independence Realty Trust In (IRT) | 0.2 | $1.1M | 102k | 10.53 | |
Chevron Corporation (CVX) | 0.2 | $1.0M | 8.3k | 122.24 | |
Amgen (AMGN) | 0.2 | $1.0M | 4.9k | 207.21 | |
Msci (MSCI) | 0.2 | $1.0M | 5.8k | 177.33 | |
Vanguard Large-Cap ETF (VV) | 0.2 | $998k | 7.5k | 133.49 | |
Vaneck Vectors Etf Tr vietnam etf (VNM) | 0.2 | $1.0M | 60k | 16.82 | |
BB&T Corporation | 0.2 | $963k | 20k | 48.53 | |
Domino's Pizza (DPZ) | 0.2 | $976k | 3.3k | 294.95 | |
salesforce (CRM) | 0.2 | $990k | 6.2k | 159.06 | |
Vail Resorts (MTN) | 0.2 | $980k | 3.6k | 274.36 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $952k | 9.5k | 99.77 | |
WisdomTree India Earnings Fund (EPI) | 0.2 | $964k | 40k | 24.10 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.2 | $954k | 18k | 53.01 | |
Proto Labs (PRLB) | 0.2 | $946k | 5.8k | 161.79 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.2 | $944k | 9.8k | 96.12 | |
Bristol Myers Squibb (BMY) | 0.2 | $937k | 15k | 62.05 | |
Pepsi (PEP) | 0.2 | $928k | 8.3k | 111.74 | |
Energen Corporation | 0.2 | $899k | 10k | 86.17 | |
iShares S&P Europe 350 Index (IEV) | 0.2 | $901k | 20k | 45.05 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.2 | $919k | 36k | 25.70 | |
Pra Health Sciences | 0.2 | $934k | 8.5k | 110.17 | |
Pgx etf (PGX) | 0.2 | $904k | 63k | 14.32 | |
Edwards Lifesciences (EW) | 0.2 | $883k | 5.1k | 174.13 | |
Global Payments (GPN) | 0.2 | $886k | 7.0k | 127.43 | |
Intel Corporation (INTC) | 0.2 | $865k | 18k | 47.26 | |
FleetCor Technologies | 0.2 | $847k | 3.7k | 227.81 | |
Tapestry (TPR) | 0.2 | $864k | 17k | 50.27 | |
McDonald's Corporation (MCD) | 0.2 | $814k | 4.9k | 167.18 | |
Colgate-Palmolive Company (CL) | 0.2 | $804k | 12k | 66.94 | |
ConocoPhillips (COP) | 0.2 | $830k | 11k | 77.42 | |
Southern Company (SO) | 0.2 | $808k | 19k | 43.60 | |
Ultimate Software | 0.2 | $800k | 2.5k | 322.06 | |
Netflix (NFLX) | 0.2 | $829k | 2.2k | 373.93 | |
Western Alliance Bancorporation (WAL) | 0.2 | $831k | 15k | 56.91 | |
Realty Income (O) | 0.2 | $821k | 14k | 56.90 | |
Addus Homecare Corp (ADUS) | 0.2 | $836k | 12k | 70.13 | |
Servicenow (NOW) | 0.2 | $838k | 4.3k | 195.66 | |
Workday Inc cl a (WDAY) | 0.2 | $798k | 5.5k | 145.99 | |
Diamondback Energy (FANG) | 0.2 | $808k | 6.0k | 135.25 | |
Burlington Stores (BURL) | 0.2 | $798k | 4.9k | 162.82 | |
Walt Disney Company (DIS) | 0.2 | $790k | 6.8k | 116.97 | |
Wells Fargo & Company (WFC) | 0.2 | $757k | 14k | 52.55 | |
SVB Financial (SIVBQ) | 0.2 | $765k | 2.5k | 310.72 | |
SPDR MSCI ACWI ex-US (CWI) | 0.2 | $750k | 20k | 37.36 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.2 | $770k | 13k | 57.81 | |
Xpo Logistics Inc equity (XPO) | 0.2 | $794k | 7.0k | 114.11 | |
Paycom Software (PAYC) | 0.2 | $797k | 5.1k | 155.48 | |
Pure Storage Inc - Class A (PSTG) | 0.2 | $782k | 30k | 25.96 | |
CSX Corporation (CSX) | 0.1 | $723k | 9.8k | 74.04 | |
Dominion Resources (D) | 0.1 | $703k | 10k | 70.29 | |
Automatic Data Processing (ADP) | 0.1 | $707k | 4.7k | 150.59 | |
Cintas Corporation (CTAS) | 0.1 | $736k | 3.7k | 197.80 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $701k | 6.5k | 108.00 | |
Northern Technologies International (NTIC) | 0.1 | $702k | 20k | 34.71 | |
Wildhorse Resource Dev Corp | 0.1 | $719k | 30k | 23.65 | |
Ventas (VTR) | 0.1 | $681k | 13k | 54.35 | |
Interxion Holding | 0.1 | $679k | 10k | 67.27 | |
Anthem (ELV) | 0.1 | $700k | 2.6k | 274.19 | |
Welltower Inc Com reit (WELL) | 0.1 | $692k | 11k | 64.28 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $613k | 3.2k | 192.89 | |
Philip Morris International (PM) | 0.1 | $635k | 7.8k | 81.50 | |
EOG Resources (EOG) | 0.1 | $640k | 5.0k | 127.52 | |
Cedar Fair | 0.1 | $634k | 12k | 52.07 | |
Columbus McKinnon (CMCO) | 0.1 | $647k | 16k | 39.56 | |
Green Dot Corporation (GDOT) | 0.1 | $650k | 7.3k | 88.85 | |
Fortinet (FTNT) | 0.1 | $635k | 6.9k | 92.34 | |
WisdomTree Emerging Markets Eq (DEM) | 0.1 | $639k | 15k | 43.64 | |
Healthequity (HQY) | 0.1 | $613k | 6.5k | 94.41 | |
Hubspot (HUBS) | 0.1 | $621k | 4.1k | 151.02 | |
American Express Company (AXP) | 0.1 | $593k | 5.6k | 106.48 | |
Wal-Mart Stores (WMT) | 0.1 | $569k | 6.1k | 93.99 | |
Autodesk (ADSK) | 0.1 | $581k | 3.7k | 156.22 | |
Digital Realty Trust (DLR) | 0.1 | $556k | 4.9k | 112.53 | |
T. Rowe Price (TROW) | 0.1 | $599k | 5.5k | 109.13 | |
Thermo Fisher Scientific (TMO) | 0.1 | $591k | 2.4k | 243.91 | |
Southern First Bancshares (SFST) | 0.1 | $601k | 15k | 39.29 | |
Insperity (NSP) | 0.1 | $562k | 4.8k | 117.92 | |
Kinder Morgan (KMI) | 0.1 | $560k | 32k | 17.72 | |
Epam Systems (EPAM) | 0.1 | $588k | 4.3k | 137.64 | |
Palo Alto Networks (PANW) | 0.1 | $584k | 2.6k | 225.31 | |
Wright Express (WEX) | 0.1 | $566k | 2.8k | 200.78 | |
Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.1 | $592k | 13k | 47.31 | |
Carolina Tr Bancshares | 0.1 | $593k | 72k | 8.22 | |
Centennial Resource Developmen cs | 0.1 | $580k | 27k | 21.85 | |
Coca-Cola Company (KO) | 0.1 | $520k | 11k | 46.22 | |
Valero Energy Corporation (VLO) | 0.1 | $536k | 4.7k | 113.73 | |
CVS Caremark Corporation (CVS) | 0.1 | $519k | 6.6k | 78.65 | |
BioScrip | 0.1 | $543k | 175k | 3.10 | |
AZZ Incorporated (AZZ) | 0.1 | $543k | 11k | 50.48 | |
Genomic Health | 0.1 | $536k | 7.6k | 70.23 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.1 | $514k | 5.1k | 101.12 | |
Envestnet (ENV) | 0.1 | $539k | 8.8k | 60.98 | |
Ss&c Technologies Holding (SSNC) | 0.1 | $545k | 9.6k | 56.82 | |
Chefs Whse (CHEF) | 0.1 | $537k | 15k | 36.35 | |
Bank Of Nt Butterfield&son L (NTB) | 0.1 | $545k | 11k | 51.84 | |
Fidelity National Information Services (FIS) | 0.1 | $501k | 4.6k | 109.17 | |
Bank of America Corporation (BAC) | 0.1 | $491k | 17k | 29.48 | |
Comerica Incorporated (CMA) | 0.1 | $481k | 5.3k | 90.23 | |
Encore Capital (ECPG) | 0.1 | $493k | 14k | 35.84 | |
ManTech International Corporation | 0.1 | $473k | 7.5k | 63.35 | |
Concho Resources | 0.1 | $500k | 3.3k | 152.81 | |
LHC | 0.1 | $467k | 4.5k | 103.00 | |
Neogen Corporation (NEOG) | 0.1 | $479k | 6.7k | 71.51 | |
Financial Select Sector SPDR (XLF) | 0.1 | $487k | 18k | 27.56 | |
Vanguard Total Bond Market ETF (BND) | 0.1 | $504k | 6.4k | 78.70 | |
SPDR S&P Emerging Markets (SPEM) | 0.1 | $463k | 13k | 34.85 | |
WisdomTree Japan Total Dividend (DXJ) | 0.1 | $500k | 8.6k | 57.96 | |
Db-x Msci Eafe Currency-hedged (DBEF) | 0.1 | $499k | 15k | 32.37 | |
Lpl Financial Holdings (LPLA) | 0.1 | $488k | 7.6k | 64.45 | |
Nv5 Holding (NVEE) | 0.1 | $491k | 5.7k | 86.78 | |
Veeva Sys Inc cl a (VEEV) | 0.1 | $465k | 4.3k | 108.80 | |
Nmi Hldgs Inc cl a (NMIH) | 0.1 | $482k | 21k | 22.63 | |
Virtusa Corporation | 0.1 | $432k | 8.1k | 53.66 | |
Renasant (RNST) | 0.1 | $411k | 10k | 41.21 | |
Semtech Corporation (SMTC) | 0.1 | $435k | 7.8k | 55.66 | |
Centene Corporation (CNC) | 0.1 | $447k | 3.1k | 144.89 | |
Lululemon Athletica (LULU) | 0.1 | $448k | 2.8k | 162.38 | |
MasTec (MTZ) | 0.1 | $421k | 9.4k | 44.70 | |
Myr (MYRG) | 0.1 | $451k | 14k | 32.63 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $449k | 1.7k | 264.12 | |
Qualys (QLYS) | 0.1 | $436k | 4.9k | 89.05 | |
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 0.1 | $453k | 11k | 40.76 | |
Continental Bldg Prods | 0.1 | $454k | 12k | 37.58 | |
Parsley Energy Inc-class A | 0.1 | $457k | 16k | 29.26 | |
Cyberark Software (CYBR) | 0.1 | $429k | 5.4k | 79.77 | |
New Relic | 0.1 | $454k | 4.8k | 94.23 | |
Ingevity (NGVT) | 0.1 | $423k | 4.2k | 101.81 | |
Tabula Rasa Healthcare | 0.1 | $411k | 5.1k | 81.18 | |
Energy Transfer Partners | 0.1 | $447k | 20k | 22.24 | |
National Vision Hldgs (EYE) | 0.1 | $412k | 9.1k | 45.14 | |
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) | 0.1 | $441k | 9.1k | 48.53 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $382k | 7.5k | 50.94 | |
Advance Auto Parts (AAP) | 0.1 | $392k | 2.3k | 168.53 | |
Ii-vi | 0.1 | $402k | 8.5k | 47.36 | |
Applied Industrial Technologies (AIT) | 0.1 | $369k | 4.7k | 78.14 | |
Cambrex Corporation | 0.1 | $392k | 5.7k | 68.35 | |
Greenbrier Companies (GBX) | 0.1 | $369k | 6.1k | 60.03 | |
PGT | 0.1 | $390k | 18k | 21.58 | |
Nuveen Floating Rate Income Fund (JFR) | 0.1 | $410k | 40k | 10.39 | |
PIMCO Corporate Income Fund (PCN) | 0.1 | $409k | 22k | 18.30 | |
stock | 0.1 | $379k | 3.1k | 120.89 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $377k | 5.9k | 64.01 | |
Zoetis Inc Cl A (ZTS) | 0.1 | $389k | 4.2k | 91.66 | |
Tristate Capital Hldgs | 0.1 | $373k | 14k | 27.61 | |
Ringcentral (RNG) | 0.1 | $385k | 4.1k | 92.97 | |
Investors Ban | 0.1 | $377k | 31k | 12.28 | |
South State Corporation (SSB) | 0.1 | $390k | 4.8k | 81.95 | |
Five9 (FIVN) | 0.1 | $365k | 8.3k | 43.75 | |
First Trust Iv Enhanced Short (FTSM) | 0.1 | $372k | 6.2k | 60.00 | |
Virtu Financial Inc Class A (VIRT) | 0.1 | $367k | 18k | 20.45 | |
Alarm Com Hldgs (ALRM) | 0.1 | $386k | 6.7k | 57.45 | |
J P Morgan Exchange Traded F ultra shrt (JPST) | 0.1 | $366k | 7.3k | 50.14 | |
Costco Wholesale Corporation (COST) | 0.1 | $358k | 1.5k | 234.75 | |
V.F. Corporation (VFC) | 0.1 | $319k | 3.4k | 93.38 | |
Akamai Technologies (AKAM) | 0.1 | $351k | 4.8k | 73.19 | |
Old Republic International Corporation (ORI) | 0.1 | $331k | 15k | 22.38 | |
Advanced Energy Industries (AEIS) | 0.1 | $354k | 6.8k | 51.71 | |
Carrizo Oil & Gas | 0.1 | $321k | 13k | 25.19 | |
Dorman Products (DORM) | 0.1 | $325k | 4.2k | 76.83 | |
Hornbeck Offshore Services | 0.1 | $330k | 56k | 5.88 | |
Pinnacle Financial Partners (PNFP) | 0.1 | $333k | 5.5k | 60.14 | |
Central Garden & Pet (CENTA) | 0.1 | $323k | 9.7k | 33.16 | |
Vishay Precision (VPG) | 0.1 | $322k | 8.6k | 37.40 | |
Vanguard REIT ETF (VNQ) | 0.1 | $346k | 4.3k | 80.62 | |
Carbonite | 0.1 | $328k | 9.2k | 35.69 | |
Spdr Series spdr bofa crss (SPHY) | 0.1 | $357k | 14k | 25.57 | |
Osi Etf Tr a | 0.1 | $322k | 11k | 28.36 | |
Sailpoint Technlgies Hldgs I | 0.1 | $346k | 10k | 33.97 | |
Eli Lilly & Co. (LLY) | 0.1 | $312k | 2.9k | 107.36 | |
Procter & Gamble Company (PG) | 0.1 | $311k | 3.7k | 83.20 | |
Heritage-Crystal Clean | 0.1 | $291k | 14k | 21.35 | |
Dycom Industries (DY) | 0.1 | $297k | 3.5k | 84.52 | |
Ferro Corporation | 0.1 | $304k | 13k | 23.21 | |
NBT Ban (NBTB) | 0.1 | $274k | 7.1k | 38.41 | |
iShares S&P 100 Index (OEF) | 0.1 | $312k | 2.4k | 129.57 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $313k | 3.6k | 87.33 | |
Calamos Convertible & Hi Income Fund (CHY) | 0.1 | $283k | 21k | 13.28 | |
Primo Water Corporation | 0.1 | $286k | 16k | 18.07 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.1 | $276k | 5.5k | 50.30 | |
American Tower Reit (AMT) | 0.1 | $275k | 1.9k | 145.20 | |
Express Scripts Holding | 0.1 | $295k | 3.1k | 94.86 | |
Triumph Ban (TFIN) | 0.1 | $308k | 8.1k | 38.18 | |
Iron Mountain (IRM) | 0.1 | $294k | 8.5k | 34.55 | |
Berkshire Hathaway (BRK.B) | 0.1 | $220k | 1.0k | 214.42 | |
Polaris Industries (PII) | 0.1 | $240k | 2.4k | 100.76 | |
Novartis (NVS) | 0.1 | $228k | 2.7k | 86.04 | |
Altria (MO) | 0.1 | $221k | 3.7k | 60.43 | |
Halliburton Company (HAL) | 0.1 | $251k | 6.2k | 40.55 | |
Marriott International (MAR) | 0.1 | $253k | 1.9k | 131.98 | |
Washington Real Estate Investment Trust (ELME) | 0.1 | $248k | 8.1k | 30.62 | |
Ban (TBBK) | 0.1 | $219k | 23k | 9.57 | |
PICO Holdings | 0.1 | $260k | 21k | 12.55 | |
Hurco Companies (HURC) | 0.1 | $255k | 5.6k | 45.16 | |
iShares MSCI ACWI Index Fund (ACWI) | 0.1 | $244k | 3.3k | 74.12 | |
SPDR Barclays Capital High Yield B | 0.1 | $221k | 6.1k | 36.00 | |
iShares MSCI EAFE Growth Index (EFG) | 0.1 | $259k | 3.2k | 80.19 | |
Vanguard Mega Cap 300 Index (MGC) | 0.1 | $221k | 2.2k | 100.45 | |
Allegiance Bancshares | 0.1 | $245k | 5.9k | 41.64 | |
Spdr Series Trust cmn (HYMB) | 0.1 | $260k | 4.6k | 56.28 | |
Summit Matls Inc cl a (SUM) | 0.1 | $230k | 13k | 18.15 | |
Equity Bancshares Cl-a (EQBK) | 0.1 | $251k | 6.4k | 39.34 | |
Liberty Media Corp Delaware Com C Braves Grp | 0.1 | $250k | 9.2k | 27.27 | |
Liberty Latin America Ser C (LILAK) | 0.1 | $246k | 12k | 20.65 | |
Invesco China Real Estate Et etf | 0.1 | $241k | 9.1k | 26.45 | |
General Electric Company | 0.0 | $179k | 16k | 11.32 | |
Finisar Corporation | 0.0 | $217k | 11k | 19.06 | |
iShares Russell 3000 Value Index (IUSV) | 0.0 | $208k | 3.7k | 56.41 | |
State Street Bank Financial | 0.0 | $204k | 6.8k | 30.20 | |
Marathon Petroleum Corp (MPC) | 0.0 | $214k | 2.7k | 79.79 | |
Dowdupont | 0.0 | $214k | 3.3k | 64.42 | |
Himax Technologies (HIMX) | 0.0 | $146k | 25k | 5.86 | |
Nuveen Fltng Rte Incm Opp | 0.0 | $138k | 13k | 10.30 | |
Nuveen Municipal Income Fund (NMI) | 0.0 | $129k | 13k | 10.25 | |
USA Technologies | 0.0 | $80k | 11k | 7.22 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.0 | $95k | 23k | 4.13 |