| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | NEXTERA ENERGY INC | 2,250 | 266,000 | 0.10% | ||
| 102 | STRYKER CORP | 2,460 | 264,000 | 0.10% | ||
| 103 | ISHARES RUSSELL 1000 ETF | 2,279 | 260,000 | 0.10% | ||
| 104 | J2 GLOBAL INC | 4,040 | 249,000 | 0.09% | ||
| 105 | HOME DEPOT INC | 1,826 | 247,000 | 0.09% | ||
| 106 | COCA COLA CO | 5,040 | 238,000 | 0.09% | ||
| 107 | VALSPAR CORP | 2,165 | 232,000 | 0.09% | ||
| 108 | PAYCHEX INC | 4,055 | 219,000 | 0.08% | ||
| 109 | PPL CORP | 5,645 | 215,000 | 0.08% | ||
| 110 | FACEBOOK INC | 1,884 | 211,000 | 0.08% | ||
| 111 | BB&T Corporation | 6,343 | 211,000 | 0.08% | ||
| 112 | EATON VANCE ENHANCED EQUITY | 15,500 | 201,000 | 0.08% | ||
| 113 | ISHARES RUSSELL 2000 VALUE ETF | 2,150 | 200,000 | 0.08% | ||
| 114 | CALAMOS CONV OPPORTUNITIES & | 19,548 | 186,000 | 0.07% | ||
| 115 | FIDUCIARY CLAYMORE MLP OPP F | 16,227 | 178,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001634553-16-000011, filed 2016.05.05).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.