MONTAG A & ASSOCIATES INC Diversified Active

CIK: 0000829407 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 6, 2015

Total Value ($000): $639,649 (100.0% shares, 0.0% debt)

Holdings (236)

MDY SPDR S&P MID-CAP 400 ETF TRUST 5.0%
Value ($000) $32,025 Shares 128,673 Est. Cost $212.37 Unrealized
SPY S & P 500 DEPOSITARY RECEIPT 3.5%
Value ($000) $22,259 Shares 116,158 Est. Cost $165.75 Unrealized
IVV ISHARES TRUST S&P 500 INDEX 2.9%
Value ($000) $18,474 Shares 95,864 Est. Cost $185.58 Unrealized
GOOGLE, INC. CL C 2.3%
Value ($000) $14,945 Shares 24,564 Est. Cost $577.71 Unrealized
KO COCA COLA CO 1.8%
Value ($000) $11,758 Shares 293,068 Est. Cost $27.70 Unrealized +4.1%
EFX EQUIFAX INC 1.7%
Value ($000) $10,943 Shares 112,605 Est. Cost $53.66 Unrealized +67.7%
GENERAL ELEC CO 1.7%
Value ($000) $10,883 Shares 431,504 Est. Cost $25.11 Unrealized
MRK MERCK & CO INC 1.6%
Value ($000) $10,255 Shares 207,640 Est. Cost $37.18 Unrealized +3.3%
HD HOME DEPOT INC 1.6%
Value ($000) $10,095 Shares 87,407 Est. Cost $58.63 Unrealized +54.3%
UPS UNITED PARCEL SERVICE CL B 1.6%
Value ($000) $10,034 Shares 101,675 Est. Cost $65.74 Unrealized +3.1%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $9,837 Shares 105,378 Est. Cost $64.31 Unrealized +12.7%
LKQ LKQ CORP 1.5%
Value ($000) $9,401 Shares 331,471 Est. Cost $23.68 Unrealized +15.5%
WALGREENS BOOTS ALLIANCE, INC. 1.4%
Value ($000) $8,986 Shares 108,135 Est. Cost $76.20 Unrealized
AIG AMERICAN INTL GROUP 1.4%
Value ($000) $8,673 Shares 152,631 Est. Cost $32.73 Unrealized +44.2%
V VISA INC - CLASS A 1.3%
Value ($000) $8,346 Shares 119,808 Est. Cost $64.94 Unrealized +2.2%
IWB ISHARES RUSSELL 1000 INDEX 1.2%
Value ($000) $7,896 Shares 73,760 Est. Cost $89.93 Unrealized
RYDEX S&P EQUAL WEIGHT ETF 1.1%
Value ($000) $7,354 Shares 99,974 Est. Cost $68.23 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION 1.1%
Value ($000) $7,271 Shares 98,600 Est. Cost $66.82 Unrealized
HD SUPPLY HOLDINGS, INC. 1.1%
Value ($000) $7,151 Shares 249,850 Est. Cost $29.30 Unrealized
VMC VULCAN MATLS CO 1.1%
Value ($000) $7,147 Shares 80,124 Est. Cost $54.25 Unrealized +57.2%
BLD TOPBUILD CORP 1.1%
Value ($000) $7,024 Shares 226,791 Est. Cost $30.95 Unrealized 0.0%
CSCO CISCO SYS INC 1.0%
Value ($000) $6,702 Shares 255,296 Est. Cost $17.85 Unrealized +9.7%
VO VANGUARD MID CAP ETF 1.0%
Value ($000) $6,592 Shares 56,500 Est. Cost $97.46 Unrealized
UBIQUITI NETWORKS, INC. 1.0%
Value ($000) $6,395 Shares 188,706 Est. Cost $32.37 Unrealized
AAPL APPLE COMPUTER INC 1.0%
Value ($000) $6,353 Shares 57,593 Est. Cost $17.93 Unrealized +46.6%
IBM INTERNATIONAL BUS MACH 1.0%
Value ($000) $6,246 Shares 43,084 Est. Cost $117.31 Unrealized -18.7%
WFC WELLS FARGO & CO NEW 1.0%
Value ($000) $6,082 Shares 118,445 Est. Cost $31.13 Unrealized +32.0%
CVS CVS CAREMARK CORP. 0.9%
Value ($000) $6,010 Shares 62,295 Est. Cost $43.98 Unrealized +76.9%
PFE PFIZER INC 0.9%
Value ($000) $6,005 Shares 191,191 Est. Cost $16.71 Unrealized +23.3%
SUNTRUST BKS INC 0.9%
Value ($000) $5,632 Shares 147,277 Est. Cost $34.55 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.9%
Value ($000) $5,627 Shares 82,509 Est. Cost $37.16 Unrealized +75.9%
FISV FISERV INC 0.9%
Value ($000) $5,624 Shares 64,936 Est. Cost $24.34 Unrealized +77.7%
AWI ARMSTRONG WORLD INDUSTRIES 0.9%
Value ($000) $5,541 Shares 116,070 Est. Cost $48.34 Unrealized +5.8%
ADBE ADOBE SYSTEMS INC 0.8%
Value ($000) $5,429 Shares 66,035 Est. Cost $52.44 Unrealized +54.6%
CREDIT SUISSE GROUP-SPON ADR 0.8%
Value ($000) $5,401 Shares 224,781 Est. Cost $26.08 Unrealized
C CITIGROUP INC 0.8%
Value ($000) $5,398 Shares 108,815 Est. Cost $39.91 Unrealized +2.1%
EXPRESS SCRIPTS HOLDING CO. 0.8%
Value ($000) $5,347 Shares 66,039 Est. Cost $61.74 Unrealized
FOOT LOCKER INC 0.8%
Value ($000) $5,344 Shares 74,258 Est. Cost $71.97 Unrealized
BA BOEING CO 0.8%
Value ($000) $5,279 Shares 40,314 Est. Cost $92.92 Unrealized +32.7%
SPECTRUM BRANDS, INC. 0.8%
Value ($000) $5,164 Shares 56,430 Est. Cost $58.06 Unrealized
PNC PNC FINANCIAL SVCS GROUP 0.8%
Value ($000) $5,136 Shares 57,579 Est. Cost $67.68 Unrealized -0.0%
GOOGLE, INC. CL A 0.8%
Value ($000) $5,112 Shares 8,008 Est. Cost $805.83 Unrealized
MKL MARKEL CORP 0.8%
Value ($000) $5,104 Shares 6,365 Est. Cost $561.51 Unrealized +50.7%
JPM JP MORGAN CHASE & CO 0.8%
Value ($000) $5,104 Shares 83,721 Est. Cost $39.90 Unrealized +24.4%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $4,912 Shares 66,060 Est. Cost $55.08 Unrealized -10.9%
TAP MOLSON COORS BREWING CO. 0.7%
Value ($000) $4,743 Shares 57,136 Est. Cost $56.22 Unrealized 0.0%
PEP PEPSICO INC 0.7%
Value ($000) $4,699 Shares 49,826 Est. Cost $56.35 Unrealized +23.4%
DIS WALT DISNEY CO 0.7%
Value ($000) $4,500 Shares 44,028 Est. Cost $68.80 Unrealized +45.0%
MAS MASCO CORP 0.7%
Value ($000) $4,436 Shares 176,170 Est. Cost $17.18 Unrealized +28.1%
PRECISION CASTPARTS CP 0.7%
Value ($000) $4,257 Shares 18,530 Est. Cost $199.88 Unrealized
MA MASTERCARD INC CLASS A 0.6%
Value ($000) $4,105 Shares 45,555 Est. Cost $77.11 Unrealized +14.5%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $4,046 Shares 56,235 Est. Cost $56.12 Unrealized +0.4%
NSRGY NESTLE S A - ADR REG SHS 0.6%
Value ($000) $4,037 Shares 53,854 Est. Cost $65.68 Unrealized
LLY LILLY ELI & CO 0.6%
Value ($000) $4,034 Shares 48,200 Est. Cost $48.35 Unrealized +45.7%
DY DYCOM INDUSTRIES INC 0.6%
Value ($000) $3,954 Shares 54,647 Est. Cost $37.95 Unrealized +82.4%
ARRIS GROUP, INC. 0.6%
Value ($000) $3,950 Shares 152,114 Est. Cost $25.97 Unrealized
ABBVIE INC. 0.6%
Value ($000) $3,829 Shares 70,371 Est. Cost $43.12 Unrealized
TPH TRI POINTE HOMES INC. 0.6%
Value ($000) $3,775 Shares 288,367 Est. Cost $14.33 Unrealized +1.1%
NVS NOVARTIS AG-ADR 0.6%
Value ($000) $3,767 Shares 40,984 Est. Cost $79.13 Unrealized
KRE KBW REGIONAL BANKING ETF 0.6%
Value ($000) $3,700 Shares 89,855 Est. Cost $35.45 Unrealized
EW EDWARDS LIFESCIENCES 0.6%
Value ($000) $3,695 Shares 25,988 Est. Cost $12.31 Unrealized +96.1%
NXPI NXP SEMICONDUCTORS NV 0.6%
Value ($000) $3,642 Shares 41,825 Est. Cost $62.25 Unrealized +28.7%
LYV LIVE NATION 0.6%
Value ($000) $3,614 Shares 150,325 Est. Cost $23.01 Unrealized +11.5%
DEO DIAGEO PLC-SPONSORED ADR NEW 0.5%
Value ($000) $3,481 Shares 32,292 Est. Cost $114.99 Unrealized
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $3,469 Shares 50,293 Est. Cost $58.31 Unrealized +1.0%
PAYPAL HOLDINGS INC 0.5%
Value ($000) $3,320 Shares 106,960 Est. Cost $31.04 Unrealized
NKE NIKE INC CL B 0.5%
Value ($000) $3,227 Shares 26,242 Est. Cost $27.96 Unrealized +77.4%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.5%
Value ($000) $3,176 Shares 24,354 Est. Cost $113.32 Unrealized +20.9%
WY WEYERHAEUSER CO 0.5%
Value ($000) $3,073 Shares 112,398 Est. Cost $19.85 Unrealized -1.3%
MSFT MICROSOFT CORP 0.5%
Value ($000) $3,019 Shares 68,217 Est. Cost $36.28 Unrealized +7.3%
GPC GENUINE PARTS CO 0.5%
Value ($000) $3,001 Shares 36,204 Est. Cost $54.39 Unrealized +17.3%
WMT WAL MART STORES INC 0.5%
Value ($000) $2,981 Shares 45,971 Est. Cost $19.98 Unrealized -5.4%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $2,971 Shares 14,332 Est. Cost $73.52 Unrealized +109.3%
CVX CHEVRON TEXACO CORP 0.5%
Value ($000) $2,966 Shares 37,607 Est. Cost $71.39 Unrealized -24.6%
WRB WR BERKLEY CORP 0.5%
Value ($000) $2,940 Shares 54,075 Est. Cost $9.58 Unrealized +35.6%
TJX TJX COS INC NEW 0.5%
Value ($000) $2,890 Shares 40,470 Est. Cost $30.34 Unrealized 0.0%
VEA VANGUARD FTSE DEVELOPED MARKET 0.4%
Value ($000) $2,866 Shares 80,425 Est. Cost $39.75 Unrealized
VGK VANGUARD MSCI EUROPE ETF 0.4%
Value ($000) $2,866 Shares 58,268 Est. Cost $54.73 Unrealized
VFC V F CORP 0.4%
Value ($000) $2,803 Shares 41,100 Est. Cost $49.93 Unrealized +37.2%
VNQ VANGUARD REIT ETF 0.4%
Value ($000) $2,766 Shares 36,610 Est. Cost $69.06 Unrealized
TIME WARNER INC 0.4%
Value ($000) $2,724 Shares 39,616 Est. Cost $69.85 Unrealized
HILTON HOTELS CORP 0.4%
Value ($000) $2,651 Shares 115,575 Est. Cost $26.19 Unrealized
IJH ISHARES TRUST S&P MIDCAP 400 0.4%
Value ($000) $2,620 Shares 19,176 Est. Cost $116.68 Unrealized
WILLIS GROUP HOLDINGS PLC 0.4%
Value ($000) $2,576 Shares 62,870 Est. Cost $40.91 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $2,547 Shares 63,316 Est. Cost $29.24 Unrealized +32.7%
CBRE CBRE GROUP, INC. 0.4%
Value ($000) $2,496 Shares 78,010 Est. Cost $23.79 Unrealized +49.1%
RWT REDWOOD TRUST, INC. 0.4%
Value ($000) $2,394 Shares 172,950 Est. Cost $17.08 Unrealized
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $2,366 Shares 151,853 Est. Cost $11.16 Unrealized +20.5%
STT STATE STREET CORP 0.4%
Value ($000) $2,361 Shares 35,125 Est. Cost $44.60 Unrealized +24.0%
AMZN AMAZON COM INC 0.4%
Value ($000) $2,338 Shares 4,568 Est. Cost $15.04 Unrealized +68.1%
SDY SPDR S&P DIVIDEND ETF 0.4%
Value ($000) $2,289 Shares 31,718 Est. Cost $67.46 Unrealized
EMN EASTMAN CHEM CO 0.4%
Value ($000) $2,271 Shares 35,085 Est. Cost $55.19 Unrealized -4.4%
ROYAL DUTCH SHELL PLC 0.3%
Value ($000) $2,196 Shares 46,331 Est. Cost $62.61 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $2,173 Shares 27,621 Est. Cost $53.44 Unrealized +9.7%
SBUX STARBUCKS CORP 0.3%
Value ($000) $2,143 Shares 37,701 Est. Cost $31.25 Unrealized +45.1%
REALOGY HOLDINGS CORP. 0.3%
Value ($000) $2,111 Shares 56,100 Est. Cost $42.81 Unrealized
E M C CORP MASS 0.3%
Value ($000) $2,101 Shares 86,972 Est. Cost $29.58 Unrealized
POWERSHARES S&P HIGH QUALITY E 0.3%
Value ($000) $2,090 Shares 94,731 Est. Cost $17.99 Unrealized
PARTNER RE LTD 0.3%
Value ($000) $2,090 Shares 15,050 Est. Cost $90.57 Unrealized
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $2,073 Shares 14,340 Est. Cost $87.66 Unrealized +36.4%
MORN MORNINGSTAR INC 0.3%
Value ($000) $2,047 Shares 25,500 Est. Cost $66.46 Unrealized +22.8%
MDLZ MONDELEZ INTERNATIONAL INC 0.3%
Value ($000) $2,007 Shares 47,942 Est. Cost $23.16 Unrealized +47.0%
GLW CORNING INC 0.3%
Value ($000) $1,983 Shares 115,825 Est. Cost $13.48 Unrealized +1.1%
MMM 3M CO 0.3%
Value ($000) $1,969 Shares 13,890 Est. Cost $64.70 Unrealized +35.3%
PFG PRINCIPAL FINANCIAL GROUP 0.3%
Value ($000) $1,946 Shares 41,100 Est. Cost $24.02 Unrealized +46.7%
SIEGY SIEMENS AG SPONS ADR 0.3%
Value ($000) $1,891 Shares 21,195 Est. Cost $109.40 Unrealized
UNITED TECHNOLOGIES CP 0.3%
Value ($000) $1,867 Shares 20,982 Est. Cost $92.88 Unrealized
COF CAPITAL ONE FINANCIAL CORP. 0.3%
Value ($000) $1,842 Shares 25,400 Est. Cost $47.00 Unrealized +41.6%
HEALTH CARE SELECT SECTOR SPDR 0.3%
Value ($000) $1,787 Shares 26,979 Est. Cost $53.03 Unrealized
GLD SPDR GOLD TRUST 0.3%
Value ($000) $1,734 Shares 16,225 Est. Cost $119.11 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $1,703 Shares 24,705 Est. Cost $52.31 Unrealized +8.9%
DIA SPDR DJIA TRUST 0.3%
Value ($000) $1,697 Shares 10,435 Est. Cost $148.56 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,640 Shares 14,135 Est. Cost $81.28 Unrealized +24.5%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $1,608 Shares 14,750 Est. Cost $63.87 Unrealized +21.2%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $1,555 Shares 15,943 Est. Cost $14.28 Unrealized +36.1%
COP CONOCOPHILIPS 0.2%
Value ($000) $1,478 Shares 30,813 Est. Cost $41.83 Unrealized -12.0%
BB&T CORP 0.2%
Value ($000) $1,436 Shares 40,350 Est. Cost $35.59 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,372 Shares 21,616 Est. Cost $44.48 Unrealized +15.3%
MDC HOLDINGS INC 0.2%
Value ($000) $1,361 Shares 52,000 Est. Cost $27.07 Unrealized
OMC OMNICOM GROUP INC 0.2%
Value ($000) $1,360 Shares 20,630 Est. Cost $40.96 Unrealized +20.3%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $1,356 Shares 17,087 Est. Cost $49.32 Unrealized -0.9%
COR AMERISOURCEBERGEN CORP. 0.2%
Value ($000) $1,346 Shares 14,175 Est. Cost $39.65 Unrealized +95.4%
EATON VANCE CORP COM NON VTG 0.2%
Value ($000) $1,308 Shares 39,125 Est. Cost $37.60 Unrealized
EBAY EBAY INC 0.2%
Value ($000) $1,293 Shares 52,905 Est. Cost $20.30 Unrealized +17.9%
ALL ALLSTATE CORP 0.2%
Value ($000) $1,260 Shares 21,640 Est. Cost $37.50 Unrealized +32.7%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $1,085 Shares 6,175 Est. Cost $185.60 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,061 Shares 11,202 Est. Cost $53.13 Unrealized +38.0%
IOO ISHARES S&P GLOBAL INDEX 100 0.2%
Value ($000) $1,008 Shares 14,570 Est. Cost $67.57 Unrealized
KHC KRAFT HEINZ COMPANY 0.2%
Value ($000) $997 Shares 14,121 Est. Cost $47.82 Unrealized 0.0%
POWERSHARES FTSE RAFI US 1000 0.2%
Value ($000) $990 Shares 11,935 Est. Cost $78.22 Unrealized
R RYDER SYS INC 0.2%
Value ($000) $981 Shares 13,250 Est. Cost $66.27 Unrealized +28.8%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.2%
Value ($000) $976 Shares 5 Est. Cost $170664.90 Unrealized +20.7%
MCK MCKESSON CORP 0.2%
Value ($000) $969 Shares 5,238 Est. Cost $101.46 Unrealized +92.8%
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $934 Shares 12,843 Est. Cost $64.95 Unrealized
IWM ISHARES TRUST RUSSELL 2000 IND 0.1%
Value ($000) $908 Shares 8,314 Est. Cost $100.71 Unrealized
TIME WARNER CABLE - A 0.1%
Value ($000) $900 Shares 5,016 Est. Cost $113.71 Unrealized
DWX SPDR S&P INT'L DIVIDEND ETF 0.1%
Value ($000) $900 Shares 26,515 Est. Cost $43.63 Unrealized
COLFAX CORPORATION 0.1%
Value ($000) $883 Shares 29,525 Est. Cost $50.04 Unrealized
ACN ACCENTURE PLC 0.1%
Value ($000) $878 Shares 8,936 Est. Cost $62.72 Unrealized +33.6%
AIVL WISDOMTREE DIVIDEND EX-FIN ETF 0.1%
Value ($000) $854 Shares 12,705 Est. Cost $62.56 Unrealized
PPL PPL CORP. 0.1%
Value ($000) $850 Shares 25,850 Est. Cost $16.48 Unrealized +19.4%
UNILEVER N V N Y SHS NEW 0.1%
Value ($000) $845 Shares 21,025 Est. Cost $40.57 Unrealized
HII HUNTINGTON INGALLS INDUSTRIES 0.1%
Value ($000) $844 Shares 7,880 Est. Cost $43.35 Unrealized +116.0%
PPG PPG INDS INC 0.1%
Value ($000) $818 Shares 9,326 Est. Cost $77.00 Unrealized +9.6%
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $807 Shares 13,628 Est. Cost $30.67 Unrealized +45.2%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $806 Shares 6,079 Est. Cost $81.55 Unrealized +46.2%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $797 Shares 9,467 Est. Cost $26.27 Unrealized +181.5%
BWA BORGWARNER, INC. 0.1%
Value ($000) $771 Shares 18,550 Est. Cost $41.30 Unrealized -14.1%
MLM MARTIN MARIETTA MATERIALS INC 0.1%
Value ($000) $688 Shares 4,530 Est. Cost $107.08 Unrealized +39.6%
DISCOVER FINANCIAL SERVICES CO 0.1%
Value ($000) $676 Shares 12,994 Est. Cost $47.67 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $665 Shares 9,241 Est. Cost $42.38 Unrealized +11.3%
RF REGIONS FINANCIAL CORP 0.1%
Value ($000) $661 Shares 73,411 Est. Cost $6.93 Unrealized -1.3%
EMR EMERSON ELEC CO 0.1%
Value ($000) $660 Shares 14,949 Est. Cost $44.62 Unrealized -16.3%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $612 Shares 4,800 Est. Cost $61.55 Unrealized +59.9%
VXUS VANGUARD TOTAL INTERNATIONAL S 0.1%
Value ($000) $594 Shares 13,400 Est. Cost $48.36 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $583 Shares 5,917 Est. Cost $71.07 Unrealized +6.0%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $570 Shares 7,460 Est. Cost $61.40 Unrealized +6.1%
PHARMACEUTICAL HOLDERS TRUST 0.1%
Value ($000) $552 Shares 8,770 Est. Cost $46.82 Unrealized
DU PONT E I DE NEMOURS 0.1%
Value ($000) $542 Shares 11,244 Est. Cost $58.37 Unrealized
T AT&T INC 0.1%
Value ($000) $510 Shares 15,654 Est. Cost $11.47 Unrealized +6.9%
MO ALTRIA GROUP INC 0.1%
Value ($000) $501 Shares 9,202 Est. Cost $16.78 Unrealized +61.0%
WPP WPP GROUP PLC 0.1%
Value ($000) $498 Shares 4,791 Est. Cost $104.09 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $494 Shares 11,060 Est. Cost $27.14 Unrealized +4.4%
ALLEGHANY CORP DEL 0.1%
Value ($000) $487 Shares 1,040 Est. Cost $383.65 Unrealized
FIS FIDELITY NATIONAL INFORMATION 0.1%
Value ($000) $470 Shares 7,000 Est. Cost $43.50 Unrealized +28.0%
HARRIS CORP DEL 0.1%
Value ($000) $468 Shares 6,400 Est. Cost $49.22 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $460 Shares 6,210 Est. Cost $73.20 Unrealized -9.5%
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $459 Shares 9,900 Est. Cost $31.80 Unrealized +17.0%
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $455 Shares 6,710 Est. Cost $52.45 Unrealized 0.0%
TIME INC. 0.1%
Value ($000) $447 Shares 23,448 Est. Cost $22.40 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS 0.1%
Value ($000) $444 Shares 17,840 Est. Cost $51.21 Unrealized
DVN DEVON ENERGY CORPORATION 0.1%
Value ($000) $433 Shares 11,677 Est. Cost $41.56 Unrealized -24.1%
AMGN AMGEN INC 0.1%
Value ($000) $413 Shares 2,986 Est. Cost $85.56 Unrealized +35.9%
ADP AUTOMATIC DATA PROCESS 0.1%
Value ($000) $408 Shares 5,080 Est. Cost $50.55 Unrealized +26.4%
BARD C R INC 0.1%
Value ($000) $401 Shares 2,150 Est. Cost $108.89 Unrealized
IYH ISHARES DJ US HEALTHCARE SEC 0.1%
Value ($000) $399 Shares 2,850 Est. Cost $100.35 Unrealized
HAIN HAIN CELESTIAL GROUP INC 0.1%
Value ($000) $397 Shares 7,700 Est. Cost $50.72 Unrealized +24.8%
IJR ISHARES S&P SMALLCAP 600 0.1%
Value ($000) $377 Shares 3,535 Est. Cost $104.46 Unrealized
SANDERSON FARMS INC 0.1%
Value ($000) $377 Shares 5,500 Est. Cost $66.36 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $374 Shares 5,587 Est. Cost $53.02 Unrealized +7.5%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $373 Shares 2,250 Est. Cost $62.64 Unrealized +126.1%
CAR AVIS BUDGET GROUP INC. 0.1%
Value ($000) $371 Shares 8,500 Est. Cost $50.12 Unrealized -17.8%
WELL HEALTH CARE REIT INC COM 0.1%
Value ($000) $370 Shares 5,459 Est. Cost $44.80 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value ($000) $363 Shares 12,042 Est. Cost $21.12 Unrealized +7.1%
ROYAL DUTCH SHELL PLC B 0.1%
Value ($000) $362 Shares 7,625 Est. Cost $62.68 Unrealized
EXC EXELON CORPORATION 0.1%
Value ($000) $361 Shares 12,170 Est. Cost $13.80 Unrealized +12.8%
SYY SYSCO CORP 0.1%
Value ($000) $348 Shares 8,935 Est. Cost $28.25 Unrealized +2.9%
SNY SANOFI-AVENTIS 0.1%
Value ($000) $347 Shares 7,300 Est. Cost $45.62 Unrealized
RIG TRANSOCEAN LTD. 0.1%
Value ($000) $344 Shares 26,615 Est. Cost $50.78 Unrealized -72.7%
SPIRIT AEROSYSTEMS HOLDINGS 0.1%
Value ($000) $338 Shares 7,000 Est. Cost $24.24 Unrealized
CHUBB CORP 0.1%
Value ($000) $327 Shares 2,667 Est. Cost $101.24 Unrealized
CRANE COMPANY 0.1%
Value ($000) $325 Shares 6,975 Est. Cost $59.82 Unrealized
HVT/A HAVERTY FURN COS INC CLASS A 0.1%
Value ($000) $324 Shares 13,865 Est. Cost $11.91 Unrealized +4.6%
HAL HALLIBURTON CO 0.0%
Value ($000) $315 Shares 8,900 Est. Cost $33.21 Unrealized -3.1%
EPP ISHARES MSCI PACIFIC EX-JAPAN 0.0%
Value ($000) $313 Shares 8,550 Est. Cost $44.71 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $310 Shares 2,686 Est. Cost $60.30 Unrealized +39.1%
AZN ASTRAZENECA PLC - SPONS ADR 0.0%
Value ($000) $299 Shares 9,400 Est. Cost $51.12 Unrealized
VWO VANGUARD EMERGING MARKETS 0.0%
Value ($000) $296 Shares 8,960 Est. Cost $41.04 Unrealized
CONNECTURE, INC. 0.0%
Value ($000) $292 Shares 64,027 Est. Cost $10.37 Unrealized
IWO ISHARES TR RUSSELL 2000 GROWTH 0.0%
Value ($000) $289 Shares 2,160 Est. Cost $112.84 Unrealized
OEF ISHARES S&P 100 INDEX FUND 0.0%
Value ($000) $288 Shares 3,395 Est. Cost $84.91 Unrealized
PRICELINE.COM, INC. 0.0%
Value ($000) $288 Shares 233 Est. Cost $1236.05 Unrealized
FEDERAL REALTY INV TRUST 0.0%
Value ($000) $287 Shares 2,105 Est. Cost $103.56 Unrealized
WEATHERFORD INTL PLC COM 0.0%
Value ($000) $284 Shares 33,500 Est. Cost $22.99 Unrealized
HALYARD HEALTH INC 0.0%
Value ($000) $284 Shares 10,000 Est. Cost $28.40 Unrealized
EQR EQUITY RESIDENTIAL PROPERTIES 0.0%
Value ($000) $279 Shares 3,720 Est. Cost $31.42 Unrealized +37.8%
RAYTHEON CO 0.0%
Value ($000) $278 Shares 2,542 Est. Cost $66.11 Unrealized
D DOMINION RES VA NEW 0.0%
Value ($000) $273 Shares 3,875 Est. Cost $45.08 Unrealized -0.3%
EOG EOG RESOURCES INC 0.0%
Value ($000) $273 Shares 3,750 Est. Cost $67.44 Unrealized -15.3%
POWERSHARES S&P LOW VOLATILITY 0.0%
Value ($000) $266 Shares 7,404 Est. Cost $35.93 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $266 Shares 3,050 Est. Cost $75.42 Unrealized +13.7%
YUM YUM! BRANDS INC 0.0%
Value ($000) $265 Shares 3,320 Est. Cost $39.42 Unrealized +26.5%
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $265 Shares 5,350 Est. Cost $38.11 Unrealized
BP BP AMOCO PLC - SPONS ADR 0.0%
Value ($000) $263 Shares 8,598 Est. Cost $42.46 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $261 Shares 3,396 Est. Cost $40.44 Unrealized +33.6%
SUNOCO LOGISTICS PARTNERS LP 0.0%
Value ($000) $249 Shares 8,700 Est. Cost $55.52 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value ($000) $249 Shares 7,075 Est. Cost $17.00 Unrealized -5.1%
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $244 Shares 4,500 Est. Cost $40.40 Unrealized +38.3%
MAGELLAN MIDSTREAM PARTNERS, L 0.0%
Value ($000) $240 Shares 4,000 Est. Cost $54.50 Unrealized
TWENTY-FIRST CENTURY FOX INC C 0.0%
Value ($000) $234 Shares 8,675 Est. Cost $33.33 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $226 Shares 2,285 Est. Cost $89.34 Unrealized
POWERSHARES DWA MOMENTUM ETF 0.0%
Value ($000) $220 Shares 5,476 Est. Cost $40.18 Unrealized
AYI ACUITY BRANDS INC 0.0%
Value ($000) $219 Shares 1,250 Est. Cost $151.50 Unrealized +24.1%
UNILEVER PLC-SPONSORED ADR 0.0%
Value ($000) $216 Shares 5,305 Est. Cost $38.61 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $215 Shares 5,501 Est. Cost $26.07 Unrealized +22.7%
PLUM CREEK TIMBER CO INC 0.0%
Value ($000) $213 Shares 5,386 Est. Cost $46.66 Unrealized
RHHBY ROCHE HLDG LTD SPONSORED ADR 0.0%
Value ($000) $213 Shares 6,480 Est. Cost $49.77 Unrealized
TORCHMARK CORP 0.0%
Value ($000) $210 Shares 3,730 Est. Cost $56.30 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $209 Shares 5,500 Est. Cost $32.73 Unrealized 0.0%
VODAFONE GROUP PLC SP ADR 0.0%
Value ($000) $206 Shares 6,479 Est. Cost $34.14 Unrealized
NABORS INDS INC 0.0%
Value ($000) $125 Shares 13,250 Est. Cost $15.29 Unrealized
VEREIT INC 0.0%
Value ($000) $82 Shares 10,582 Est. Cost $7.75 Unrealized
SEUSF SINTANA ENERGY INC COM 0.0%
Value ($000) $4 Shares 39,474 Est. Cost $0.09 Unrealized 0.0%
FLORIDA CAPITAL GROUP INC COM 0.0%
Value ($000) $1 Shares 21,929 Est. Cost $0.05 Unrealized
GLOBAL ENERGY HOLDINGS GROUP 0.0%
Value ($000) $0 Shares 11,700 Est. Cost Unrealized
U.S. TECHNOLOGIES 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized