MONTAG A & ASSOCIATES INC Diversified Active

CIK: 0000829407 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 11, 2016

Total Value ($000): $682,122 (100.0% shares, 0.0% debt)

Holdings (234)

SPY S & P 500 DEPOSITARY RECEIPT 5.0%
Value ($000) $34,322 Shares 168,354 Est. Cost $177.57 Unrealized
MDY SPDR S&P MID-CAP 400 ETF TRUST 5.0%
Value ($000) $33,929 Shares 133,556 Est. Cost $213.89 Unrealized
IVV ISHARES TRUST S&P 500 INDEX 4.2%
Value ($000) $28,615 Shares 139,673 Est. Cost $191.63 Unrealized
GOOG ALPHABET, INC. CL C 2.5%
Value ($000) $17,243 Shares 22,721 Est. Cost $35.61 Unrealized 0.0%
GENERAL ELEC CO 2.0%
Value ($000) $13,480 Shares 432,753 Est. Cost $25.11 Unrealized
KO COCA COLA CO 1.9%
Value ($000) $12,722 Shares 296,141 Est. Cost $27.74 Unrealized +11.2%
EFX EQUIFAX INC 1.8%
Value ($000) $12,344 Shares 110,838 Est. Cost $53.66 Unrealized +82.9%
AIG AMERICAN INTL GROUP 1.8%
Value ($000) $12,170 Shares 196,388 Est. Cost $35.98 Unrealized +31.5%
HD HOME DEPOT INC 1.7%
Value ($000) $11,488 Shares 86,863 Est. Cost $58.63 Unrealized +70.5%
MRK MERCK & CO INC 1.6%
Value ($000) $10,791 Shares 204,299 Est. Cost $37.18 Unrealized -1.1%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $10,712 Shares 104,283 Est. Cost $64.31 Unrealized +18.1%
UPS UNITED PARCEL SERVICE CL B 1.5%
Value ($000) $10,415 Shares 108,229 Est. Cost $66.03 Unrealized +7.0%
WALGREENS BOOTS ALLIANCE, INC. 1.3%
Value ($000) $9,109 Shares 106,965 Est. Cost $76.20 Unrealized
ARRIS GROUP, INC. 1.3%
Value ($000) $8,871 Shares 290,192 Est. Cost $28.16 Unrealized
LKQ LKQ CORP 1.3%
Value ($000) $8,550 Shares 288,558 Est. Cost $23.68 Unrealized +10.1%
HD SUPPLY HOLDINGS, INC. 1.2%
Value ($000) $8,310 Shares 276,725 Est. Cost $29.37 Unrealized
PAYPAL HOLDINGS INC 1.2%
Value ($000) $8,304 Shares 229,398 Est. Cost $33.79 Unrealized
IWB ISHARES RUSSELL 1000 INDEX 1.2%
Value ($000) $8,283 Shares 73,100 Est. Cost $89.93 Unrealized
RYDEX S&P EQUAL WEIGHT ETF 1.1%
Value ($000) $7,775 Shares 101,444 Est. Cost $68.36 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION 1.1%
Value ($000) $7,633 Shares 98,161 Est. Cost $66.82 Unrealized
CSCO CISCO SYS INC 1.1%
Value ($000) $7,588 Shares 279,436 Est. Cost $18.05 Unrealized +11.7%
AAPL APPLE COMPUTER INC 1.0%
Value ($000) $6,629 Shares 62,981 Est. Cost $18.60 Unrealized +38.4%
VO VANGUARD MID CAP ETF 1.0%
Value ($000) $6,546 Shares 54,500 Est. Cost $97.46 Unrealized
WFC WELLS FARGO & CO NEW 1.0%
Value ($000) $6,531 Shares 120,135 Est. Cost $31.26 Unrealized +30.6%
V VISA INC - CLASS A 1.0%
Value ($000) $6,484 Shares 83,615 Est. Cost $64.94 Unrealized +11.1%
PFE PFIZER INC 0.9%
Value ($000) $6,228 Shares 192,946 Est. Cost $16.71 Unrealized +21.9%
VMC VULCAN MATLS CO 0.9%
Value ($000) $6,199 Shares 65,275 Est. Cost $54.25 Unrealized +63.9%
CVS CVS CAREMARK CORP. 0.9%
Value ($000) $6,176 Shares 63,170 Est. Cost $44.38 Unrealized +63.6%
SUNTRUST BKS INC 0.9%
Value ($000) $6,167 Shares 143,964 Est. Cost $34.55 Unrealized
UBIQUITI NETWORKS, INC. 0.9%
Value ($000) $6,035 Shares 190,429 Est. Cost $32.37 Unrealized
CVX CHEVRON TEXACO CORP 0.9%
Value ($000) $6,025 Shares 66,978 Est. Cost $65.71 Unrealized -11.1%
NXPI NXP SEMICONDUCTORS NV 0.9%
Value ($000) $5,914 Shares 70,191 Est. Cost $67.83 Unrealized +12.1%
FISV FISERV INC 0.9%
Value ($000) $5,896 Shares 64,466 Est. Cost $24.34 Unrealized +92.9%
IBM INTERNATIONAL BUS MACH 0.9%
Value ($000) $5,888 Shares 42,784 Est. Cost $117.31 Unrealized -25.4%
BA BOEING CO 0.9%
Value ($000) $5,862 Shares 40,545 Est. Cost $92.92 Unrealized +38.7%
KRE KBW REGIONAL BANKING ETF 0.8%
Value ($000) $5,752 Shares 137,214 Est. Cost $37.68 Unrealized
EXPRESS SCRIPTS HOLDING CO. 0.8%
Value ($000) $5,657 Shares 64,714 Est. Cost $61.74 Unrealized
MKL MARKEL CORP 0.8%
Value ($000) $5,615 Shares 6,356 Est. Cost $561.51 Unrealized +55.0%
JPM JP MORGAN CHASE & CO 0.8%
Value ($000) $5,582 Shares 84,531 Est. Cost $39.90 Unrealized +24.5%
ADBE ADOBE SYSTEMS INC 0.8%
Value ($000) $5,560 Shares 59,189 Est. Cost $52.44 Unrealized +71.3%
SPECTRUM BRANDS, INC. 0.8%
Value ($000) $5,559 Shares 54,610 Est. Cost $58.06 Unrealized
PNC PNC FINANCIAL SVCS GROUP 0.8%
Value ($000) $5,373 Shares 56,378 Est. Cost $67.68 Unrealized -0.7%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $5,356 Shares 67,452 Est. Cost $56.43 Unrealized +2.7%
GOOGL ALPHABET, INC. CL A 0.8%
Value ($000) $5,189 Shares 6,670 Est. Cost $36.73 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CL A 0.8%
Value ($000) $5,164 Shares 77,036 Est. Cost $37.16 Unrealized +76.6%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $5,081 Shares 65,179 Est. Cost $55.08 Unrealized -6.7%
PEP PEPSICO INC 0.7%
Value ($000) $5,078 Shares 50,817 Est. Cost $56.69 Unrealized +29.6%
WPP WPP GROUP PLC 0.7%
Value ($000) $4,761 Shares 41,495 Est. Cost $113.51 Unrealized
DIS WALT DISNEY CO 0.7%
Value ($000) $4,687 Shares 44,603 Est. Cost $69.23 Unrealized +47.7%
CREDIT SUISSE GROUP-SPON ADR 0.6%
Value ($000) $4,200 Shares 193,617 Est. Cost $26.08 Unrealized
ABBVIE INC. 0.6%
Value ($000) $4,191 Shares 70,741 Est. Cost $43.12 Unrealized
LLY LILLY ELI & CO 0.6%
Value ($000) $4,174 Shares 49,535 Est. Cost $48.93 Unrealized +42.5%
MSFT MICROSOFT CORP 0.6%
Value ($000) $4,081 Shares 73,561 Est. Cost $36.98 Unrealized +24.2%
PRECISION CASTPARTS CP 0.6%
Value ($000) $4,052 Shares 17,465 Est. Cost $199.88 Unrealized
NSRGY NESTLE S A - ADR REG SHS 0.6%
Value ($000) $3,926 Shares 52,710 Est. Cost $65.68 Unrealized
MAS MASCO CORP 0.6%
Value ($000) $3,910 Shares 138,151 Est. Cost $17.18 Unrealized +42.6%
AWI ARMSTRONG WORLD INDUSTRIES 0.6%
Value ($000) $3,905 Shares 85,387 Est. Cost $48.34 Unrealized -6.4%
ROVI CORP. 0.6%
Value ($000) $3,808 Shares 228,542 Est. Cost $16.66 Unrealized
C CITIGROUP INC 0.5%
Value ($000) $3,597 Shares 69,513 Est. Cost $39.91 Unrealized -0.7%
WY WEYERHAEUSER CO 0.5%
Value ($000) $3,592 Shares 119,824 Est. Cost $19.88 Unrealized +2.4%
DEO DIAGEO PLC-SPONSORED ADR NEW 0.5%
Value ($000) $3,522 Shares 32,292 Est. Cost $114.99 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 0.5%
Value ($000) $3,462 Shares 94,270 Est. Cost $39.31 Unrealized
NVS NOVARTIS AG-ADR 0.5%
Value ($000) $3,455 Shares 40,154 Est. Cost $79.13 Unrealized
EW EDWARDS LIFESCIENCES 0.5%
Value ($000) $3,428 Shares 43,400 Est. Cost $17.79 Unrealized +46.0%
PRICELINE.COM, INC. 0.5%
Value ($000) $3,365 Shares 2,639 Est. Cost $1271.66 Unrealized
TAP MOLSON COORS BREWING CO. 0.5%
Value ($000) $3,355 Shares 35,721 Est. Cost $56.22 Unrealized +25.0%
NKE NIKE INC CL B 0.5%
Value ($000) $3,335 Shares 53,355 Est. Cost $42.55 Unrealized +33.2%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.5%
Value ($000) $3,263 Shares 24,709 Est. Cost $113.62 Unrealized +18.1%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $3,191 Shares 45,742 Est. Cost $58.31 Unrealized -3.8%
AMZN AMAZON COM INC 0.5%
Value ($000) $3,144 Shares 4,651 Est. Cost $15.34 Unrealized +105.5%
GPC GENUINE PARTS CO 0.4%
Value ($000) $3,045 Shares 35,454 Est. Cost $54.39 Unrealized +19.9%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $3,007 Shares 13,849 Est. Cost $73.52 Unrealized +124.9%
WILLIS GROUP HOLDINGS PLC 0.4%
Value ($000) $2,981 Shares 61,370 Est. Cost $40.91 Unrealized
WMT WAL MART STORES INC 0.4%
Value ($000) $2,977 Shares 48,571 Est. Cost $19.80 Unrealized -16.0%
VGK VANGUARD MSCI EUROPE ETF 0.4%
Value ($000) $2,925 Shares 58,643 Est. Cost $54.73 Unrealized
WRB WR BERKLEY CORP 0.4%
Value ($000) $2,906 Shares 53,075 Est. Cost $9.58 Unrealized +35.4%
LYV LIVE NATION 0.4%
Value ($000) $2,899 Shares 117,975 Est. Cost $23.01 Unrealized +11.3%
ABT ABBOTT LABS 0.4%
Value ($000) $2,891 Shares 64,376 Est. Cost $29.36 Unrealized +24.5%
BLD TOPBUILD CORP 0.4%
Value ($000) $2,822 Shares 91,700 Est. Cost $30.95 Unrealized -3.1%
CBRE CBRE GROUP, INC. 0.4%
Value ($000) $2,670 Shares 77,210 Est. Cost $23.79 Unrealized +48.1%
VNQ VANGUARD REIT ETF 0.4%
Value ($000) $2,636 Shares 33,060 Est. Cost $69.06 Unrealized
TIME WARNER INC 0.4%
Value ($000) $2,537 Shares 39,226 Est. Cost $69.85 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $2,537 Shares 21,570 Est. Cost $87.49 Unrealized +13.5%
VFC V F CORP 0.4%
Value ($000) $2,527 Shares 40,600 Est. Cost $49.93 Unrealized +25.0%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $2,408 Shares 143,053 Est. Cost $11.16 Unrealized +21.5%
IJH ISHARES TRUST S&P MIDCAP 400 0.4%
Value ($000) $2,390 Shares 17,156 Est. Cost $116.68 Unrealized
GENERAL GROWTH PROPERTIES NEW 0.3%
Value ($000) $2,320 Shares 85,280 Est. Cost $27.20 Unrealized
STT STATE STREET CORP 0.3%
Value ($000) $2,304 Shares 34,725 Est. Cost $44.60 Unrealized +16.3%
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $2,300 Shares 31,268 Est. Cost $67.46 Unrealized
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $2,296 Shares 14,215 Est. Cost $87.66 Unrealized +51.5%
EMN EASTMAN CHEM CO 0.3%
Value ($000) $2,240 Shares 33,185 Est. Cost $55.19 Unrealized -8.8%
HEALTH CARE SELECT SECTOR SPDR 0.3%
Value ($000) $2,186 Shares 30,343 Est. Cost $55.14 Unrealized
GLW CORNING INC 0.3%
Value ($000) $2,133 Shares 116,665 Est. Cost $13.48 Unrealized +2.8%
POWERSHARES S&P HIGH QUALITY E 0.3%
Value ($000) $2,131 Shares 92,111 Est. Cost $17.99 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.3%
Value ($000) $2,105 Shares 46,942 Est. Cost $23.16 Unrealized +53.2%
SBUX STARBUCKS CORP 0.3%
Value ($000) $2,087 Shares 34,768 Est. Cost $31.25 Unrealized +58.1%
BB&T CORP 0.3%
Value ($000) $2,073 Shares 54,830 Est. Cost $36.17 Unrealized
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $2,022 Shares 15,882 Est. Cost $65.37 Unrealized +30.0%
MMM 3M CO 0.3%
Value ($000) $2,019 Shares 13,405 Est. Cost $64.70 Unrealized +42.4%
RAYTHEON CO 0.3%
Value ($000) $1,985 Shares 15,942 Est. Cost $115.20 Unrealized
UNITED TECHNOLOGIES CP 0.3%
Value ($000) $1,913 Shares 19,917 Est. Cost $92.88 Unrealized
E M C CORP MASS 0.3%
Value ($000) $1,835 Shares 71,440 Est. Cost $29.58 Unrealized
DIA SPDR DJIA TRUST 0.3%
Value ($000) $1,816 Shares 10,435 Est. Cost $148.56 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $1,767 Shares 24,335 Est. Cost $53.44 Unrealized +3.4%
COF CAPITAL ONE FINANCIAL CORP. 0.3%
Value ($000) $1,765 Shares 24,450 Est. Cost $47.00 Unrealized +35.7%
PFG PRINCIPAL FINANCIAL GROUP 0.3%
Value ($000) $1,759 Shares 39,100 Est. Cost $24.02 Unrealized +39.2%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $1,656 Shares 15,943 Est. Cost $14.28 Unrealized +36.5%
MET METLIFE, INC. 0.2%
Value ($000) $1,645 Shares 34,125 Est. Cost $31.20 Unrealized 0.0%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $1,621 Shares 15,975 Est. Cost $119.11 Unrealized
PARTNER RE LTD 0.2%
Value ($000) $1,523 Shares 10,898 Est. Cost $90.57 Unrealized
OMC OMNICOM GROUP INC 0.2%
Value ($000) $1,513 Shares 20,000 Est. Cost $40.96 Unrealized +27.0%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $1,502 Shares 17,087 Est. Cost $49.32 Unrealized +6.0%
COR AMERISOURCEBERGEN CORP. 0.2%
Value ($000) $1,424 Shares 13,730 Est. Cost $39.65 Unrealized +83.5%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,417 Shares 21,266 Est. Cost $44.48 Unrealized +18.1%
SIEGY SIEMENS AG SPONS ADR 0.2%
Value ($000) $1,376 Shares 14,095 Est. Cost $109.40 Unrealized
ALL ALLSTATE CORP 0.2%
Value ($000) $1,367 Shares 22,020 Est. Cost $37.71 Unrealized +31.9%
RWT REDWOOD TRUST, INC. 0.2%
Value ($000) $1,364 Shares 103,300 Est. Cost $17.08 Unrealized
MDC HOLDINGS INC 0.2%
Value ($000) $1,328 Shares 52,000 Est. Cost $27.07 Unrealized
COP CONOCOPHILIPS 0.2%
Value ($000) $1,321 Shares 28,284 Est. Cost $41.83 Unrealized -8.3%
DY DYCOM INDUSTRIES INC 0.2%
Value ($000) $1,238 Shares 17,699 Est. Cost $37.95 Unrealized +109.4%
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $1,209 Shares 26,413 Est. Cost $62.61 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,160 Shares 11,202 Est. Cost $53.13 Unrealized +39.8%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $1,154 Shares 6,175 Est. Cost $185.60 Unrealized
EATON VANCE CORP COM NON VTG 0.2%
Value ($000) $1,139 Shares 35,125 Est. Cost $37.60 Unrealized
REALOGY HOLDINGS CORP. 0.2%
Value ($000) $1,096 Shares 29,900 Est. Cost $42.81 Unrealized
IOO ISHARES S&P GLOBAL INDEX 100 0.2%
Value ($000) $1,061 Shares 14,570 Est. Cost $67.57 Unrealized
POWERSHARES FTSE RAFI US 1000 0.2%
Value ($000) $1,036 Shares 11,935 Est. Cost $78.22 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $1,033 Shares 5,238 Est. Cost $101.46 Unrealized +72.0%
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $1,003 Shares 13,788 Est. Cost $47.82 Unrealized -1.6%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $989 Shares 5 Est. Cost $170664.90 Unrealized +17.9%
IWM ISHARES TRUST RUSSELL 2000 IND 0.1%
Value ($000) $989 Shares 8,779 Est. Cost $101.34 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $982 Shares 6,371 Est. Cost $83.47 Unrealized +47.9%
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $971 Shares 12,918 Est. Cost $64.95 Unrealized
HII HUNTINGTON INGALLS INDUSTRIES 0.1%
Value ($000) $968 Shares 7,630 Est. Cost $43.35 Unrealized +132.8%
TIME WARNER CABLE - A 0.1%
Value ($000) $931 Shares 5,016 Est. Cost $113.71 Unrealized
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $927 Shares 13,483 Est. Cost $30.67 Unrealized +52.3%
PPG PPG INDS INC 0.1%
Value ($000) $922 Shares 9,326 Est. Cost $77.00 Unrealized +9.2%
UNILEVER N V N Y SHS NEW 0.1%
Value ($000) $911 Shares 21,025 Est. Cost $40.57 Unrealized
PPL PPL CORP. 0.1%
Value ($000) $910 Shares 26,650 Est. Cost $16.63 Unrealized +29.1%
ACN ACCENTURE PLC 0.1%
Value ($000) $904 Shares 8,646 Est. Cost $62.72 Unrealized +43.4%
AIVL WISDOMTREE DIVIDEND EX-FIN ETF 0.1%
Value ($000) $893 Shares 12,705 Est. Cost $62.56 Unrealized
DU PONT E I DE NEMOURS 0.1%
Value ($000) $749 Shares 11,244 Est. Cost $58.37 Unrealized
R RYDER SYS INC 0.1%
Value ($000) $742 Shares 13,050 Est. Cost $66.27 Unrealized -0.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $730 Shares 6,177 Est. Cost $71.75 Unrealized +21.6%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $727 Shares 9,467 Est. Cost $26.27 Unrealized +147.1%
DWX SPDR S&P INT'L DIVIDEND ETF 0.1%
Value ($000) $724 Shares 21,715 Est. Cost $43.63 Unrealized
DISCOVER FINANCIAL SERVICES CO 0.1%
Value ($000) $697 Shares 12,994 Est. Cost $47.67 Unrealized
BP BP AMOCO PLC - SPONS ADR 0.1%
Value ($000) $692 Shares 22,148 Est. Cost $35.60 Unrealized
BWA BORGWARNER, INC. 0.1%
Value ($000) $672 Shares 15,550 Est. Cost $41.30 Unrealized -22.2%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $660 Shares 9,241 Est. Cost $42.38 Unrealized +9.4%
SO SOUTHERN CO 0.1%
Value ($000) $648 Shares 13,852 Est. Cost $27.64 Unrealized +7.2%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $631 Shares 7,460 Est. Cost $61.40 Unrealized +12.6%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $605 Shares 4,650 Est. Cost $61.55 Unrealized +59.2%
VXUS VANGUARD TOTAL INTERNATIONAL S 0.1%
Value ($000) $604 Shares 13,400 Est. Cost $48.36 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $601 Shares 12,564 Est. Cost $44.62 Unrealized -18.2%
MA MASTERCARD INC CLASS A 0.1%
Value ($000) $590 Shares 6,060 Est. Cost $77.11 Unrealized +19.6%
PHARMACEUTICAL HOLDERS TRUST 0.1%
Value ($000) $573 Shares 8,770 Est. Cost $46.82 Unrealized
T AT&T INC 0.1%
Value ($000) $563 Shares 16,348 Est. Cost $11.52 Unrealized +8.0%
ALLEGHANY CORP DEL 0.1%
Value ($000) $540 Shares 1,130 Est. Cost $391.16 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $536 Shares 9,202 Est. Cost $16.78 Unrealized +75.6%
HARRIS CORP DEL 0.1%
Value ($000) $531 Shares 6,106 Est. Cost $49.22 Unrealized
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $509 Shares 9,812 Est. Cost $31.80 Unrealized +19.7%
TPH TRI POINTE HOMES INC. 0.1%
Value ($000) $506 Shares 39,942 Est. Cost $14.33 Unrealized -6.5%
EPD ENTERPRISE PRODUCTS PARTNERS 0.1%
Value ($000) $492 Shares 19,240 Est. Cost $49.34 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $485 Shares 2,986 Est. Cost $85.56 Unrealized +36.2%
HOWARD HUGHES CORPORATION 0.1%
Value ($000) $485 Shares 4,290 Est. Cost $113.05 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $475 Shares 13,797 Est. Cost $21.83 Unrealized +22.1%
RF REGIONS FINANCIAL CORP 0.1%
Value ($000) $464 Shares 48,337 Est. Cost $6.93 Unrealized -3.6%
LOW LOWES COS INC 0.1%
Value ($000) $443 Shares 5,830 Est. Cost $52.31 Unrealized +18.0%
ORCL ORACLE CORP 0.1%
Value ($000) $437 Shares 11,960 Est. Cost $32.82 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $432 Shares 6,210 Est. Cost $73.20 Unrealized -14.1%
IYH ISHARES DJ US HEALTHCARE SEC 0.1%
Value ($000) $428 Shares 2,850 Est. Cost $100.35 Unrealized
SANDERSON FARMS INC 0.1%
Value ($000) $426 Shares 5,500 Est. Cost $66.36 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $425 Shares 2,250 Est. Cost $62.64 Unrealized +148.5%
FIS FIDELITY NATIONAL INFORMATION 0.1%
Value ($000) $424 Shares 7,000 Est. Cost $43.50 Unrealized +27.6%
CHUBB CORP 0.1%
Value ($000) $408 Shares 3,077 Est. Cost $105.42 Unrealized
ADP AUTOMATIC DATA PROCESS 0.1%
Value ($000) $408 Shares 4,820 Est. Cost $50.55 Unrealized +36.8%
BARD C R INC 0.1%
Value ($000) $407 Shares 2,150 Est. Cost $108.89 Unrealized
IJR ISHARES S&P SMALLCAP 600 0.1%
Value ($000) $389 Shares 3,535 Est. Cost $104.46 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $389 Shares 5,051 Est. Cost $53.02 Unrealized +10.4%
SPIRIT AEROSYSTEMS HOLDINGS 0.1%
Value ($000) $350 Shares 7,000 Est. Cost $24.24 Unrealized
OEF ISHARES S&P 100 INDEX FUND 0.1%
Value ($000) $347 Shares 3,810 Est. Cost $85.58 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $342 Shares 8,330 Est. Cost $28.25 Unrealized +11.4%
CLX CLOROX CO DEL 0.0%
Value ($000) $341 Shares 2,686 Est. Cost $60.30 Unrealized +54.7%
WELL HEALTH CARE REIT INC COM 0.0%
Value ($000) $340 Shares 5,000 Est. Cost $44.80 Unrealized -1.1%
MORN MORNINGSTAR INC 0.0%
Value ($000) $335 Shares 4,160 Est. Cost $66.46 Unrealized +21.9%
CRANE COMPANY 0.0%
Value ($000) $334 Shares 6,975 Est. Cost $59.82 Unrealized
HALYARD HEALTH INC 0.0%
Value ($000) $334 Shares 10,000 Est. Cost $28.40 Unrealized
ROYAL DUTCH SHELL PLC B 0.0%
Value ($000) $330 Shares 7,175 Est. Cost $62.68 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN 0.0%
Value ($000) $328 Shares 8,550 Est. Cost $44.71 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $326 Shares 9,580 Est. Cost $33.05 Unrealized -6.3%
AZN ASTRAZENECA PLC - SPONS ADR 0.0%
Value ($000) $319 Shares 9,400 Est. Cost $51.12 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $318 Shares 11,555 Est. Cost $20.30 Unrealized +21.0%
SNY SANOFI-AVENTIS 0.0%
Value ($000) $311 Shares 7,300 Est. Cost $45.62 Unrealized
FEDERAL REALTY INV TRUST 0.0%
Value ($000) $308 Shares 2,105 Est. Cost $103.56 Unrealized
EQR EQUITY RESIDENTIAL PROPERTIES 0.0%
Value ($000) $304 Shares 3,720 Est. Cost $31.42 Unrealized +48.9%
PLUM CREEK TIMBER CO INC 0.0%
Value ($000) $303 Shares 6,346 Est. Cost $46.83 Unrealized
IWO ISHARES TR RUSSELL 2000 GROWTH 0.0%
Value ($000) $301 Shares 2,160 Est. Cost $112.84 Unrealized
HVT/A HAVERTY FURN COS INC CLASS A 0.0%
Value ($000) $296 Shares 13,865 Est. Cost $11.91 Unrealized +3.5%
VWO VANGUARD EMERGING MARKETS 0.0%
Value ($000) $293 Shares 8,960 Est. Cost $41.04 Unrealized
AYI ACUITY BRANDS INC 0.0%
Value ($000) $292 Shares 1,250 Est. Cost $151.50 Unrealized +38.7%
XLK AMEX TECHNOLOGY SECTOR SPDR 0.0%
Value ($000) $279 Shares 6,504 Est. Cost $42.90 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $277 Shares 2,030 Est. Cost $107.08 Unrealized +31.1%
XLF AMEX FINANCIAL SECTOR SPDR 0.0%
Value ($000) $273 Shares 11,471 Est. Cost $23.80 Unrealized
MAGELLAN MIDSTREAM PARTNERS, L 0.0%
Value ($000) $272 Shares 4,000 Est. Cost $54.50 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $272 Shares 3,324 Est. Cost $40.44 Unrealized +46.1%
D DOMINION RES VA NEW 0.0%
Value ($000) $262 Shares 3,875 Est. Cost $45.08 Unrealized -1.1%
INGR INGREDION INC 0.0%
Value ($000) $261 Shares 2,725 Est. Cost $75.42 Unrealized +25.7%
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $251 Shares 4,697 Est. Cost $38.11 Unrealized
XLY CONSUMER DISCRETIONARY SELECT 0.0%
Value ($000) $242 Shares 3,097 Est. Cost $78.14 Unrealized
RIG TRANSOCEAN LTD. 0.0%
Value ($000) $242 Shares 19,565 Est. Cost $50.78 Unrealized -71.6%
OHI OMEGA HEALTHCARE INVESTORS INC 0.0%
Value ($000) $240 Shares 6,865 Est. Cost $34.96 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $238 Shares 2,286 Est. Cost $89.34 Unrealized
TORCHMARK CORP 0.0%
Value ($000) $234 Shares 4,087 Est. Cost $56.38 Unrealized
WEATHERFORD INTL PLC COM 0.0%
Value ($000) $230 Shares 27,450 Est. Cost $22.99 Unrealized
UNILEVER PLC-SPONSORED ADR 0.0%
Value ($000) $229 Shares 5,305 Est. Cost $38.61 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $228 Shares 3,120 Est. Cost $39.42 Unrealized +9.9%
XLE AMEX ENERGY SECTOR SPDR 0.0%
Value ($000) $228 Shares 3,779 Est. Cost $60.33 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $227 Shares 5,501 Est. Cost $26.07 Unrealized +24.6%
CONNECTURE, INC. 0.0%
Value ($000) $225 Shares 62,277 Est. Cost $10.37 Unrealized
RHHBY ROCHE HLDG LTD SPONSORED ADR 0.0%
Value ($000) $224 Shares 6,480 Est. Cost $49.77 Unrealized
SUNOCO LOGISTICS PARTNERS LP 0.0%
Value ($000) $224 Shares 8,700 Est. Cost $55.52 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $223 Shares 5,153 Est. Cost $43.28 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $215 Shares 5,000 Est. Cost $32.73 Unrealized +20.2%
XLP AMEX CONSUMER STAPLES SECTOR S 0.0%
Value ($000) $214 Shares 4,243 Est. Cost $50.44 Unrealized
VODAFONE GROUP PLC SP ADR 0.0%
Value ($000) $209 Shares 6,479 Est. Cost $34.14 Unrealized
IYG ISHARES DOW JONES US FINANCIAL 0.0%
Value ($000) $207 Shares 2,295 Est. Cost $90.20 Unrealized
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $205 Shares 3,400 Est. Cost $40.40 Unrealized +43.1%
OGCP EMPIRE STATE REALTY OP LP SERI 0.0%
Value ($000) $193 Shares 10,737 Est. Cost $17.98 Unrealized
NABORS INDS INC 0.0%
Value ($000) $113 Shares 13,250 Est. Cost $15.29 Unrealized
VEREIT INC 0.0%
Value ($000) $84 Shares 10,582 Est. Cost $7.75 Unrealized
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