Q4 2018 Holdings
Filed 2019-01-28 | 174 holdings | $11.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Southern Co(SO) | COM | 842587107 | $1.1K | 25,677 | 0.0% |
| BCE Inc(BCE) | COM NEW | 05534B760 | $1.2K | 29,700 | 0.0% |
| Schlumberger LTD(SLB) | COM | 806857108 | $1.2K | 32,944 | 0.0% |
| Exchange Traded Concepts TR(ROBO) | ROBO GLB ETF | 301505707 | $1.2K | 37,990 | 0.0% |
| Automatic Data Processing Inc(ADP) | COM | 053015103 | $1.2K | 9,484 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $1.3K | 28,061 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $1.3K | 6,025 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $1.4K | 17,688 | 0.0% |
| Alps ETF TR(SBIO) | MED BREAKTHGH | 00162Q593 | $1.4K | 48,748 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $1.4K | 15,932 | 0.0% |
| Ishares TR(IDV) | INTL SEL DIV ETF | 464288448 | $1.5K | 50,900 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $1.5K | 8,508 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $1.6K | 11,025 | 0.0% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $1.6K | 19,125 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $1.6K | 30,817 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $1.6K | 14,777 | 0.0% |
| Spdr Series Trust(KRE) | S&P REGL BKG | 78464A698 | $1.7K | 35,502 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.7K | 12,603 | 0.0% |
| Welltower Inc(WELL) | COM | 95040Q104 | $1.7K | 24,335 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $1.7K | 15,179 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.8K | 18,342 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.8K | 8,817 | 0.0% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $1.9K | 40,800 | 0.0% |
| Ishares TR(IJK) | S&P MC 400GR ETF | 464287606 | $1.9K | 10,006 | 0.0% |
| Invesco Actively Managd ETF(PDBC) | OPTIMUM YIELD | 46090F100 | $1.9K | 128,908 | 0.0% |
| United Bankshares Inc West V(UBSI) | COM | 909907107 | $2.1K | 68,331 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $2.1K | 23,402 | 0.0% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $2.2K | 42,590 | 0.0% |
| First Tr Nas100 Eq Weighted(QQEW) | SHS | 337344105 | $2.4K | 43,950 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.4K | 2,321 | 0.0% |
| Royal Dutch Shell PLC(RDS/A) | SPONS ADR A | 780259206 | $2.4K | 41,712 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $2.5K | 12,728 | 0.0% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $2.6K | 17,028 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $2.7K | 24,983 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $2.7K | 24,685 | 0.0% |
| Waste Mgmt Inc del(WM) | COM | 94106L109 | $2.8K | 31,328 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $2.9K | 22,092 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $3.1K | 42,164 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $3.2K | 67,086 | 0.0% |
| Select Sector Spdr TR(XLF) | SBI INT-FINL | 81369Y605 | $3.2K | 134,641 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $3.3K | 24,838 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $3.3K | 55,550 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $3.4K | 60,720 | 0.0% |
| Ishares TR(ACWX) | MSCI ACWI EX US | 464288240 | $3.4K | 81,400 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $3.4K | 50,557 | 0.0% |
| Select Sector Spdr TR(XLI) | SBI INT-INDS | 81369Y704 | $3.6K | 55,982 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $3.7K | 40,677 | 0.0% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $3.8K | 307,350 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $3.9K | 136,978 | 0.0% |
| Spdr Dow Jones Indl Avrg ETF(DIA) | UT SER 1 | 78467X109 | $3.9K | 16,784 | 0.0% |