1ST SOURCE BANK Diversified Active

CIK: 0000356264 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 26, 2017

Total Value ($000): $1,161,181 (100.0% shares, 0.0% debt)

Holdings (222)

SRCE 1ST SOURCE CORP 30.4%
Value ($000) $352,852 Shares 7,360,204 Est. Cost $24.41 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ET 7.9%
Value ($000) $91,548 Shares 769,176 Est. Cost $99.51 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 6.3%
Value ($000) $72,912 Shares 626,233 Est. Cost $105.19 Unrealized
SPY SPDR S&P 500 ETF TRUST 4.0%
Value ($000) $46,000 Shares 190,242 Est. Cost $193.30 Unrealized
EFA ISHARES MSCI EAFE ETF 3.6%
Value ($000) $41,268 Shares 632,942 Est. Cost $60.84 Unrealized
SDY SPDR S&P DIVIDEND ETF 2.8%
Value ($000) $32,371 Shares 364,175 Est. Cost $70.97 Unrealized
VWO VANGUARD MSCI EMERGING MARKETS 1.6%
Value ($000) $19,103 Shares 467,872 Est. Cost $38.96 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.6%
Value ($000) $18,310 Shares 57,646 Est. Cost $261.64 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.6%
Value ($000) $18,144 Shares 128,752 Est. Cost $117.70 Unrealized
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $15,206 Shares 114,950 Est. Cost $59.82 Unrealized +67.8%
HON HONEYWELL INTERNATIONAL INC 1.2%
Value ($000) $14,342 Shares 107,598 Est. Cost $55.99 Unrealized +76.4%
MSFT MICROSOFT CORP 1.0%
Value ($000) $11,741 Shares 170,331 Est. Cost $27.19 Unrealized +129.2%
AAPL APPLE INC 1.0%
Value ($000) $11,313 Shares 78,552 Est. Cost $18.18 Unrealized +88.7%
PEP PEPSICO INC 0.9%
Value ($000) $10,742 Shares 93,009 Est. Cost $56.36 Unrealized +56.5%
JPM JP MORGAN CHASE & CO 0.9%
Value ($000) $10,201 Shares 111,616 Est. Cost $37.26 Unrealized +83.9%
DIS DISNEY WALT CO NEW 0.8%
Value ($000) $9,698 Shares 91,271 Est. Cost $58.21 Unrealized +76.0%
XOM EXXONMOBIL CORP 0.8%
Value ($000) $9,133 Shares 113,129 Est. Cost $54.05 Unrealized +2.6%
MRK MERCK & CO INC 0.7%
Value ($000) $8,448 Shares 131,826 Est. Cost $30.43 Unrealized +53.0%
MMM 3M CO 0.7%
Value ($000) $8,397 Shares 40,333 Est. Cost $62.77 Unrealized +98.6%
VEA VANGUARD MSCI EAFE ETF 0.7%
Value ($000) $8,290 Shares 200,633 Est. Cost $36.84 Unrealized
HD HOME DEPOT INC 0.7%
Value ($000) $8,283 Shares 53,993 Est. Cost $56.08 Unrealized +122.0%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $8,238 Shares 94,530 Est. Cost $55.40 Unrealized +26.6%
MCD MCDONALDS CORP 0.7%
Value ($000) $7,905 Shares 51,611 Est. Cost $72.29 Unrealized +63.1%
GENERAL ELECTRIC CORP 0.7%
Value ($000) $7,567 Shares 280,158 Est. Cost $23.36 Unrealized
CVX CHEVRON CORPORATION 0.6%
Value ($000) $7,363 Shares 70,577 Est. Cost $71.08 Unrealized +3.0%
GOOGL ALPHABET INC CL A 0.6%
Value ($000) $6,900 Shares 7,422 Est. Cost $36.80 Unrealized +26.2%
T AT&T INC 0.6%
Value ($000) $6,893 Shares 182,673 Est. Cost $11.67 Unrealized +36.5%
INTC INTEL CORP 0.5%
Value ($000) $6,148 Shares 182,220 Est. Cost $17.47 Unrealized +69.3%
IJH ISHARES CORE S&P MID-CAP ETF 0.5%
Value ($000) $6,100 Shares 35,067 Est. Cost $165.39 Unrealized
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $6,089 Shares 136,353 Est. Cost $27.49 Unrealized +7.4%
DOW CHEMICAL COMPANY 0.5%
Value ($000) $6,071 Shares 96,247 Est. Cost $35.43 Unrealized
IBM INTL. BUSINESS MACHINES CORP 0.5%
Value ($000) $5,982 Shares 38,892 Est. Cost $118.39 Unrealized -12.3%
NSC NORFOLK SOUTHERN CORP 0.5%
Value ($000) $5,862 Shares 48,162 Est. Cost $58.66 Unrealized +68.4%
ORCL ORACLE CORPORATION 0.5%
Value ($000) $5,593 Shares 111,552 Est. Cost $27.58 Unrealized +45.4%
LKFN LAKELAND FINL CORP 0.5%
Value ($000) $5,588 Shares 121,810 Est. Cost $18.90 Unrealized +87.3%
WFC WELLS FARGO & CO 0.5%
Value ($000) $5,482 Shares 98,924 Est. Cost $33.74 Unrealized +25.0%
PFE PFIZER INC 0.5%
Value ($000) $5,319 Shares 158,331 Est. Cost $16.78 Unrealized +28.7%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $5,192 Shares 61,638 Est. Cost $60.91 Unrealized +15.4%
ADP AUTOMATIC DATA PROCESSING INC 0.4%
Value ($000) $5,045 Shares 49,243 Est. Cost $45.36 Unrealized +85.7%
DHR DANAHER CORP 0.4%
Value ($000) $4,859 Shares 57,578 Est. Cost $33.70 Unrealized +113.0%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $4,857 Shares 24,516 Est. Cost $115.32 Unrealized +40.5%
ALL ALLSTATE CORP 0.4%
Value ($000) $4,828 Shares 54,591 Est. Cost $37.45 Unrealized +86.3%
META FACEBOOK INC-A 0.4%
Value ($000) $4,762 Shares 31,539 Est. Cost $114.11 Unrealized +29.4%
AMZN AMAZON.COM INC 0.4%
Value ($000) $4,711 Shares 4,867 Est. Cost $40.47 Unrealized +17.9%
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $4,677 Shares 149,414 Est. Cost $15.40 Unrealized +62.7%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $4,597 Shares 35,603 Est. Cost $63.06 Unrealized +52.6%
GOOG ALPHABET INC CL C 0.4%
Value ($000) $4,503 Shares 4,955 Est. Cost $35.61 Unrealized +27.6%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $4,325 Shares 24,786 Est. Cost $81.08 Unrealized +102.4%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $4,137 Shares 74,234 Est. Cost $33.42 Unrealized +19.4%
AGG ISHARES CORE U.S. AGGREGATE BO 0.3%
Value ($000) $4,019 Shares 36,697 Est. Cost $110.24 Unrealized
LLY LILLY ELI & CO 0.3%
Value ($000) $3,975 Shares 48,304 Est. Cost $52.25 Unrealized +36.5%
EEM ISHARES MSCI EMERGING MKT ETF 0.3%
Value ($000) $3,974 Shares 96,008 Est. Cost $36.73 Unrealized
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $3,861 Shares 58,645 Est. Cost $56.45 Unrealized -1.1%
TRV TRAVELERS COMPANIES INC 0.3%
Value ($000) $3,422 Shares 27,042 Est. Cost $63.42 Unrealized +60.6%
AWK AMERICAN WATER WORKS CO INC 0.3%
Value ($000) $3,412 Shares 43,777 Est. Cost $38.28 Unrealized +74.3%
MDT MEDTRONIC PLC 0.3%
Value ($000) $3,247 Shares 36,590 Est. Cost $58.10 Unrealized +16.4%
SBUX STARBUCKS CORP 0.3%
Value ($000) $3,207 Shares 54,989 Est. Cost $41.27 Unrealized +21.7%
CVS CVS HEALTH CORP 0.3%
Value ($000) $3,192 Shares 39,677 Est. Cost $53.57 Unrealized +12.6%
FTV FORTIVE CORP 0.3%
Value ($000) $3,176 Shares 50,136 Est. Cost $31.34 Unrealized +21.2%
USB US BANCORP NEW 0.3%
Value ($000) $2,989 Shares 57,575 Est. Cost $22.50 Unrealized +64.3%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.3%
Value ($000) $2,975 Shares 17,567 Est. Cost $115.47 Unrealized +44.0%
NKE NIKE INC-CLASS B 0.3%
Value ($000) $2,955 Shares 50,093 Est. Cost $49.85 Unrealized -3.2%
PATK PATRICK INDS INC 0.3%
Value ($000) $2,905 Shares 39,876 Est. Cost $23.94 Unrealized +15.3%
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $2,859 Shares 36,691 Est. Cost $34.69 Unrealized +68.4%
QCOM QUALCOMM INC 0.2%
Value ($000) $2,840 Shares 51,430 Est. Cost $45.17 Unrealized -2.1%
GIS GENERAL MLS INC 0.2%
Value ($000) $2,653 Shares 47,880 Est. Cost $32.28 Unrealized +30.1%
SCHW CHARLES SCHWAB CORP 0.2%
Value ($000) $2,601 Shares 60,559 Est. Cost $32.92 Unrealized +8.6%
IBB ISHARES NASDAQ BIOTECH ETF 0.2%
Value ($000) $2,572 Shares 8,295 Est. Cost $305.36 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $2,549 Shares 52,436 Est. Cost $32.78 Unrealized +18.7%
AEP AMERICAN ELEC PWR INC 0.2%
Value ($000) $2,398 Shares 34,526 Est. Cost $30.44 Unrealized +68.5%
PYPL PAYPAL HOLDINGS INC 0.2%
Value ($000) $2,364 Shares 44,050 Est. Cost $36.51 Unrealized +34.3%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $2,342 Shares 16,370 Est. Cost $62.01 Unrealized +85.3%
MET METLIFE INC 0.2%
Value ($000) $2,196 Shares 39,972 Est. Cost $25.06 Unrealized +38.2%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $2,157 Shares 17,670 Est. Cost $94.83 Unrealized
BA BOEING CO 0.2%
Value ($000) $2,135 Shares 10,797 Est. Cost $109.88 Unrealized +59.2%
ENB ENBRIDGE INCORPORATED 0.2%
Value ($000) $1,917 Shares 48,170 Est. Cost $24.73 Unrealized -3.7%
THO THOR INDUSTRIES INC 0.2%
Value ($000) $1,906 Shares 18,236 Est. Cost $36.67 Unrealized +121.8%
SYY SYSCO CORP 0.2%
Value ($000) $1,905 Shares 37,845 Est. Cost $24.40 Unrealized +74.7%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $1,879 Shares 77,434 Est. Cost $15.62 Unrealized +22.3%
AIG AMERICAN INTERNATIONAL GROUP 0.2%
Value ($000) $1,813 Shares 29,006 Est. Cost $35.37 Unrealized +40.7%
MAS MASCO CORP 0.2%
Value ($000) $1,808 Shares 47,317 Est. Cost $25.66 Unrealized +25.0%
PUTNAM MUNI OPPORTUNITIES TR 0.2%
Value ($000) $1,769 Shares 141,584 Est. Cost $10.95 Unrealized
TJX TJX COS INC 0.2%
Value ($000) $1,764 Shares 24,441 Est. Cost $29.21 Unrealized +14.3%
ABBV ABBVIE INC 0.2%
Value ($000) $1,752 Shares 24,160 Est. Cost $31.45 Unrealized +49.3%
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $1,742 Shares 13,565 Est. Cost $100.96 Unrealized +9.4%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,703 Shares 15,845 Est. Cost $61.80 Unrealized +36.0%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $1,678 Shares 22,887 Est. Cost $30.75 Unrealized +103.3%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $1,627 Shares 8,467 Est. Cost $165.53 Unrealized
HYG ISHARES IBOXX USD HIGH YIELD 0.1%
Value ($000) $1,594 Shares 18,044 Est. Cost $90.99 Unrealized
CELGENE CORP 0.1%
Value ($000) $1,587 Shares 12,220 Est. Cost $117.53 Unrealized
MA MASTERCARD INC CL A 0.1%
Value ($000) $1,574 Shares 12,962 Est. Cost $79.17 Unrealized +42.8%
C CITIGROUP INC 0.1%
Value ($000) $1,516 Shares 22,659 Est. Cost $39.16 Unrealized +18.6%
YUM YUM! BRANDS INC 0.1%
Value ($000) $1,470 Shares 19,935 Est. Cost $41.57 Unrealized +43.4%
RED HAT INC 0.1%
Value ($000) $1,446 Shares 15,107 Est. Cost $79.47 Unrealized
HBNC HORIZON BANCORP INC 0.1%
Value ($000) $1,418 Shares 53,797 Est. Cost $11.26 Unrealized +54.3%
EL LAUDER ESTEE COS CL-A 0.1%
Value ($000) $1,363 Shares 14,201 Est. Cost $76.21 Unrealized +8.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $1,338 Shares 20,156 Est. Cost $40.69 Unrealized +38.6%
WMT WAL MART STORES INC 0.1%
Value ($000) $1,327 Shares 17,530 Est. Cost $20.12 Unrealized +9.5%
LQD ISHARES IBOXX INV GRD CORP BON 0.1%
Value ($000) $1,269 Shares 10,534 Est. Cost $115.61 Unrealized
GVI ISHARES INTERMEDIATE GOV/CR ET 0.1%
Value ($000) $1,261 Shares 11,390 Est. Cost $110.38 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND 0.1%
Value ($000) $1,222 Shares 15,269 Est. Cost $79.78 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1,220 Shares 7,628 Est. Cost $125.94 Unrealized +19.9%
THFF FIRST FINANCIAL CORP INDIANA 0.1%
Value ($000) $1,219 Shares 25,781 Est. Cost $20.42 Unrealized +73.1%
CERNER CORP 0.1%
Value ($000) $1,195 Shares 17,975 Est. Cost $75.30 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $1,187 Shares 27,794 Est. Cost $43.40 Unrealized -10.9%
UPS UNITED PARCEL SERVICE CL B 0.1%
Value ($000) $1,179 Shares 10,656 Est. Cost $68.59 Unrealized +12.7%
KO COCA COLA CO 0.1%
Value ($000) $1,164 Shares 25,963 Est. Cost $28.34 Unrealized +18.8%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $1,151 Shares 14,271 Est. Cost $55.81 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $1,134 Shares 14,687 Est. Cost $20.53 Unrealized +63.3%
POWERSHARES QQQ TRUST 0.1%
Value ($000) $1,128 Shares 8,201 Est. Cost $107.74 Unrealized
DE DEERE & CO 0.1%
Value ($000) $1,123 Shares 9,087 Est. Cost $67.98 Unrealized +51.2%
CMCSA COMCAST CORP-CL A 0.1%
Value ($000) $1,112 Shares 28,560 Est. Cost $23.60 Unrealized +35.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,112 Shares 14,936 Est. Cost $19.85 Unrealized +98.0%
CMI CUMMINS INC 0.1%
Value ($000) $1,106 Shares 6,819 Est. Cost $110.72 Unrealized +11.8%
CHKP CHECK POINT SOFTWARE TECH LTD 0.1%
Value ($000) $1,040 Shares 9,535 Est. Cost $79.42 Unrealized +36.0%
WY WEYERHAEUSER CO REIT 0.1%
Value ($000) $1,025 Shares 30,592 Est. Cost $18.15 Unrealized +32.4%
LOW LOWES COS INC 0.1%
Value ($000) $1,014 Shares 13,072 Est. Cost $49.84 Unrealized +39.9%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,013 Shares 7,232 Est. Cost $14.56 Unrealized +89.2%
NI NISOURCE INC 0.1%
Value ($000) $1,004 Shares 39,603 Est. Cost $8.76 Unrealized +115.6%
XLU UTILITIES SELECT SECTOR SPDR 0.1%
Value ($000) $982 Shares 18,916 Est. Cost $44.35 Unrealized
CBT CABOT CORP 0.1%
Value ($000) $898 Shares 16,800 Est. Cost $27.73 Unrealized +60.0%
V VISA INC CL A 0.1%
Value ($000) $892 Shares 9,520 Est. Cost $76.84 Unrealized +13.8%
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $892 Shares 7,597 Est. Cost $52.28 Unrealized +42.1%
NUE NUCOR CORP 0.1%
Value ($000) $860 Shares 14,872 Est. Cost $32.43 Unrealized +49.4%
BAX BAXTER INTL INC 0.1%
Value ($000) $859 Shares 14,187 Est. Cost $30.51 Unrealized +60.9%
ALERIAN MLP ETF 0.1%
Value ($000) $848 Shares 70,872 Est. Cost $13.99 Unrealized
BP BP PLC SPONS ADR 0.1%
Value ($000) $832 Shares 24,001 Est. Cost $37.50 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $824 Shares 13,825 Est. Cost $40.95 Unrealized +17.2%
BROADCOM LTD 0.1%
Value ($000) $811 Shares 3,479 Est. Cost $227.11 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $809 Shares 18,406 Est. Cost $39.85 Unrealized -10.9%
MS MORGAN STANLEY 0.1%
Value ($000) $780 Shares 17,507 Est. Cost $17.44 Unrealized +92.3%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $765 Shares 9,151 Est. Cost $45.40 Unrealized +30.2%
YUMC YUM CHINA HOLDINGS INC 0.1%
Value ($000) $761 Shares 19,320 Est. Cost $26.68 Unrealized +35.3%
ALLERGAN PLC 0.1%
Value ($000) $728 Shares 2,995 Est. Cost $254.57 Unrealized
ONB OLD NATL BANCORP 0.1%
Value ($000) $719 Shares 41,673 Est. Cost $14.80 Unrealized +13.2%
AMGN AMGEN INC 0.1%
Value ($000) $663 Shares 3,849 Est. Cost $84.28 Unrealized +48.7%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $653 Shares 4,029 Est. Cost $81.93 Unrealized +64.1%
EXPRESS SCRIPTS HLDG 0.1%
Value ($000) $653 Shares 10,229 Est. Cost $73.91 Unrealized
EBAY EBAY INC 0.1%
Value ($000) $632 Shares 18,107 Est. Cost $20.18 Unrealized +50.9%
BARD CR INC 0.1%
Value ($000) $628 Shares 1,987 Est. Cost $146.18 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $620 Shares 8,085 Est. Cost $36.31 Unrealized +48.0%
ELV ANTHEM INC 0.1%
Value ($000) $618 Shares 3,284 Est. Cost $109.56 Unrealized +46.4%
SPIRIT AEROSYSTEMS HOLD 0.1%
Value ($000) $604 Shares 10,419 Est. Cost $21.48 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL 0.1%
Value ($000) $596 Shares 13,758 Est. Cost $33.21 Unrealized +3.4%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $596 Shares 5,043 Est. Cost $25.17 Unrealized +45.0%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $581 Shares 7,550 Est. Cost $32.49 Unrealized +94.4%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $572 Shares 2,349 Est. Cost $210.87 Unrealized
NVS NOVARTIS AG SPONS ADR 0.0%
Value ($000) $566 Shares 6,779 Est. Cost $87.76 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $553 Shares 6,106 Est. Cost $57.49 Unrealized +19.5%
UNP UNION PAC CORP 0.0%
Value ($000) $534 Shares 4,907 Est. Cost $73.63 Unrealized +22.4%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $521 Shares 5,980 Est. Cost $57.07 Unrealized +37.8%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $510 Shares 8,524 Est. Cost $57.37 Unrealized -15.4%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $501 Shares 6,751 Est. Cost $44.51 Unrealized +36.3%
ZTS ZOETIS INC 0.0%
Value ($000) $490 Shares 7,850 Est. Cost $39.50 Unrealized +40.0%
PSX PHILLIPS 66 0.0%
Value ($000) $486 Shares 5,881 Est. Cost $41.69 Unrealized +35.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $485 Shares 6,188 Est. Cost $76.05 Unrealized
WHR WHIRLPOOL CORPORATION 0.0%
Value ($000) $484 Shares 2,525 Est. Cost $122.45 Unrealized +49.4%
UHS UNIVERSAL HEALTH SVCS INC 0.0%
Value ($000) $478 Shares 3,919 Est. Cost $66.39 Unrealized +72.6%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $471 Shares 5,207 Est. Cost $31.32 Unrealized +119.6%
PFXF VANECK VECTORS PFD SEC EX FIN 0.0%
Value ($000) $460 Shares 22,800 Est. Cost $20.87 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $452 Shares 10,926 Est. Cost $23.37 Unrealized +42.3%
EATON VANCE SHORT DUR DIV IN 0.0%
Value ($000) $437 Shares 31,107 Est. Cost $15.45 Unrealized
MONSANTO CO 0.0%
Value ($000) $437 Shares 3,691 Est. Cost $100.69 Unrealized
IWP ISHARES RUSSELL MIDCAP GRWTH E 0.0%
Value ($000) $430 Shares 3,980 Est. Cost $88.81 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $424 Shares 2,651 Est. Cost $75.97 Unrealized +83.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $422 Shares 1,899 Est. Cost $196.68 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $421 Shares 3,832 Est. Cost $85.95 Unrealized +7.2%
KELLOGG CO 0.0%
Value ($000) $398 Shares 5,733 Est. Cost $41.68 Unrealized +17.9%
TGT TARGET CORP 0.0%
Value ($000) $397 Shares 7,586 Est. Cost $48.32 Unrealized -11.9%
MCK MCKESSON CORP 0.0%
Value ($000) $385 Shares 2,340 Est. Cost $104.23 Unrealized +35.8%
GLW CORNING INC 0.0%
Value ($000) $372 Shares 12,368 Est. Cost $10.97 Unrealized +107.5%
IWS ISHARES RUSSELL MIDCAP VALUE E 0.0%
Value ($000) $349 Shares 4,147 Est. Cost $64.09 Unrealized
CB CHUBB LTD 0.0%
Value ($000) $323 Shares 2,224 Est. Cost $97.39 Unrealized +24.1%
TEVA TEVA PHARMACEUTICAL INDS SPONS 0.0%
Value ($000) $316 Shares 9,527 Est. Cost $40.25 Unrealized
CRM SALESFORCE.COM 0.0%
Value ($000) $308 Shares 3,561 Est. Cost $75.42 Unrealized +14.1%
AQUA AMERICA INC 0.0%
Value ($000) $308 Shares 9,239 Est. Cost $30.10 Unrealized
ANADARKO PETROLEUM CORPORATION 0.0%
Value ($000) $306 Shares 6,753 Est. Cost $85.93 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $301 Shares 1,250 Est. Cost $110.49 Unrealized +90.6%
WEN WENDY'S CO/THE 0.0%
Value ($000) $300 Shares 19,369 Est. Cost $6.89 Unrealized +119.8%
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $281 Shares 5,370 Est. Cost $30.64 Unrealized +29.0%
SWX SOUTHWEST GAS CORP 0.0%
Value ($000) $281 Shares 3,850 Est. Cost $48.72 Unrealized +64.2%
HARRIS CORP DEL 0.0%
Value ($000) $280 Shares 2,570 Est. Cost $86.64 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $280 Shares 2,066 Est. Cost $122.62 Unrealized
BLACKROCK MUNICIPAL 2030 TARGE 0.0%
Value ($000) $279 Shares 12,071 Est. Cost $24.23 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $276 Shares 10,614 Est. Cost $14.10 Unrealized +27.8%
CME CME GROUP INC. 0.0%
Value ($000) $276 Shares 2,197 Est. Cost $39.55 Unrealized +121.4%
CBS CORPORATION CLASS B 0.0%
Value ($000) $276 Shares 4,321 Est. Cost $47.37 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $271 Shares 1,459 Est. Cost $114.17 Unrealized +33.7%
LNC LINCOLN NATL CORP 0.0%
Value ($000) $271 Shares 4,008 Est. Cost $40.64 Unrealized +14.7%
BLACKROCK HEALTH SCIENCES TR 0.0%
Value ($000) $270 Shares 7,359 Est. Cost $32.61 Unrealized
FISV FISERV INC 0.0%
Value ($000) $269 Shares 2,200 Est. Cost $46.96 Unrealized +28.8%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $267 Shares 285 Est. Cost $56.16 Unrealized +71.1%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $267 Shares 4,292 Est. Cost $13.11 Unrealized +299.3%
AMERICAN CAMPUS COMMUNITIES RE 0.0%
Value ($000) $265 Shares 5,618 Est. Cost $40.46 Unrealized
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $263 Shares 1,024 Est. Cost $161.93 Unrealized +34.3%
ADBE ADOBE SYS INC 0.0%
Value ($000) $261 Shares 1,847 Est. Cost $105.86 Unrealized +29.3%
MAXIM INTEGRATED PRODS INC 0.0%
Value ($000) $255 Shares 5,686 Est. Cost $27.96 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.0%
Value ($000) $255 Shares 1 Est. Cost $199512.94 Unrealized +25.1%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $254 Shares 2,958 Est. Cost $58.15 Unrealized +4.4%
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $253 Shares 3,902 Est. Cost $79.98 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $252 Shares 1,899 Est. Cost $122.01 Unrealized 0.0%
DVY ISHARES DJ SELECT DIVIDEND ETF 0.0%
Value ($000) $252 Shares 2,737 Est. Cost $88.89 Unrealized
TIME WARNER INC 0.0%
Value ($000) $252 Shares 2,510 Est. Cost $96.73 Unrealized
CSX CSX CORP 0.0%
Value ($000) $251 Shares 4,600 Est. Cost $13.50 Unrealized +12.8%
CABOT MICROELECTRONICS CORP 0.0%
Value ($000) $248 Shares 3,365 Est. Cost $63.30 Unrealized
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $245 Shares 4,513 Est. Cost $50.52 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $242 Shares 1,819 Est. Cost $83.86 Unrealized +25.6%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $231 Shares 3,756 Est. Cost $34.80 Unrealized +34.7%
GLAXO SMITHKLINE SPONS ADR 0.0%
Value ($000) $223 Shares 5,176 Est. Cost $43.12 Unrealized
APH AMPHENOL CORP 0.0%
Value ($000) $221 Shares 2,988 Est. Cost $13.90 Unrealized +20.9%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.0%
Value ($000) $219 Shares 3,129 Est. Cost $108.18 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $219 Shares 1,863 Est. Cost $119.86 Unrealized
NXPI NXP SEMICONDUCTORS 0.0%
Value ($000) $215 Shares 1,962 Est. Cost $75.94 Unrealized +25.3%
RAYTHEON COMPANY 0.0%
Value ($000) $214 Shares 1,325 Est. Cost $71.51 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $210 Shares 1,580 Est. Cost $117.68 Unrealized 0.0%
APACHE CORP 0.0%
Value ($000) $205 Shares 4,272 Est. Cost $83.85 Unrealized
WSM WILLIAMS-SONOMA INC 0.0%
Value ($000) $202 Shares 4,158 Est. Cost $20.22 Unrealized +3.3%
SBAC SBA COMMUNICATIONS CORP CL A R 0.0%
Value ($000) $201 Shares 1,488 Est. Cost $120.02 Unrealized 0.0%
CODI COMPASS DIVERSIFIED HOLDINGS L 0.0%
Value ($000) $175 Shares 10,000 Est. Cost $8.00 Unrealized +21.5%
ANNALY CAPITAL MANAGEMENT REIT 0.0%
Value ($000) $167 Shares 13,842 Est. Cost $10.53 Unrealized
EATON VANCE TAX-MANAGED GLOBAL 0.0%
Value ($000) $92 Shares 10,000 Est. Cost $9.48 Unrealized
ENDOCYTE INC 0.0%
Value ($000) $50 Shares 32,942 Est. Cost $6.59 Unrealized