MONTAG A & ASSOCIATES INC Diversified Active

CIK: 0000829407 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 2, 2016

Total Value ($000): $757,367 (100.0% shares, 0.0% debt)

Holdings (240)

SPY S & P 500 DEPOSITARY RECEIPT 5.9%
Value ($000) $44,928 Shares 214,480 Est. Cost $186.68 Unrealized
MDY SPDR S&P MID-CAP 400 ETF TRUST 5.2%
Value ($000) $39,337 Shares 144,499 Est. Cost $217.83 Unrealized
IVV ISHARES TRUST S&P 500 INDEX 4.7%
Value ($000) $35,788 Shares 170,015 Est. Cost $194.49 Unrealized
GENERAL ELEC CO 1.8%
Value ($000) $13,925 Shares 442,356 Est. Cost $25.24 Unrealized
EFX EQUIFAX INC 1.8%
Value ($000) $13,820 Shares 107,635 Est. Cost $53.66 Unrealized +106.3%
KO COCA COLA CO 1.7%
Value ($000) $13,165 Shares 290,432 Est. Cost $27.74 Unrealized +20.1%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $12,914 Shares 106,461 Est. Cost $64.68 Unrealized +34.6%
MRK MERCK & CO INC 1.6%
Value ($000) $12,258 Shares 212,774 Est. Cost $37.10 Unrealized +6.4%
HEALTH CARE SELECT SECTOR SPDR 1.6%
Value ($000) $12,016 Shares 167,580 Est. Cost $69.28 Unrealized
HD HOME DEPOT INC 1.4%
Value ($000) $10,870 Shares 85,131 Est. Cost $58.63 Unrealized +79.0%
GOOG ALPHABET, INC. CL C 1.4%
Value ($000) $10,770 Shares 15,562 Est. Cost $35.61 Unrealized +0.1%
CVS CVS CAREMARK CORP. 1.3%
Value ($000) $9,533 Shares 99,570 Est. Cost $55.55 Unrealized +34.1%
VIG VANGUARD DIVIDEND APPRECIATION 1.2%
Value ($000) $9,133 Shares 109,717 Est. Cost $68.42 Unrealized
RYDEX S&P EQUAL WEIGHT ETF 1.2%
Value ($000) $8,979 Shares 111,744 Est. Cost $69.64 Unrealized
CVX CHEVRON TEXACO CORP 1.2%
Value ($000) $8,795 Shares 83,895 Est. Cost $62.96 Unrealized +6.0%
WALGREENS BOOTS ALLIANCE, INC. 1.2%
Value ($000) $8,723 Shares 104,750 Est. Cost $76.20 Unrealized
ORCL ORACLE CORP 1.1%
Value ($000) $8,586 Shares 209,775 Est. Cost $34.48 Unrealized +0.3%
IWB ISHARES RUSSELL 1000 INDEX 1.1%
Value ($000) $8,545 Shares 73,100 Est. Cost $89.93 Unrealized
AAPL APPLE COMPUTER INC 1.1%
Value ($000) $8,286 Shares 86,676 Est. Cost $20.76 Unrealized +8.9%
UPS UNITED PARCEL SERVICE CL B 1.1%
Value ($000) $8,046 Shares 74,690 Est. Cost $66.25 Unrealized +10.3%
HD SUPPLY HOLDINGS, INC. 1.0%
Value ($000) $7,646 Shares 219,600 Est. Cost $29.57 Unrealized
VO VANGUARD MID CAP ETF 1.0%
Value ($000) $7,604 Shares 61,509 Est. Cost $100.02 Unrealized
VMC VULCAN MATLS CO 1.0%
Value ($000) $7,489 Shares 62,225 Est. Cost $54.25 Unrealized +92.1%
BP BP AMOCO PLC - SPONS ADR 1.0%
Value ($000) $7,336 Shares 206,595 Est. Cost $32.71 Unrealized
AIG AMERICAN INTL GROUP 1.0%
Value ($000) $7,263 Shares 137,322 Est. Cost $35.98 Unrealized +20.3%
MSFT MICROSOFT CORP 0.9%
Value ($000) $7,006 Shares 136,919 Est. Cost $41.19 Unrealized +11.6%
FISV FISERV INC 0.9%
Value ($000) $6,977 Shares 64,166 Est. Cost $24.34 Unrealized +111.4%
MEAD JOHNSON NUTRI CO COM CL A 0.9%
Value ($000) $6,919 Shares 76,244 Est. Cost $85.78 Unrealized
CABELAS INC COM 0.9%
Value ($000) $6,841 Shares 136,647 Est. Cost $49.29 Unrealized
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $6,785 Shares 80,134 Est. Cost $57.29 Unrealized +10.6%
IBM INTERNATIONAL BUS MACH 0.9%
Value ($000) $6,649 Shares 43,807 Est. Cost $116.67 Unrealized -18.5%
PFE PFIZER INC 0.9%
Value ($000) $6,584 Shares 186,995 Est. Cost $16.71 Unrealized +26.0%
WMT WAL MART STORES INC 0.9%
Value ($000) $6,584 Shares 90,166 Est. Cost $19.11 Unrealized +2.1%
PAYPAL HOLDINGS INC 0.9%
Value ($000) $6,579 Shares 180,199 Est. Cost $34.35 Unrealized
SLB SCHLUMBERGER LTD 0.9%
Value ($000) $6,540 Shares 82,697 Est. Cost $58.02 Unrealized +0.4%
WFC WELLS FARGO & CO NEW 0.8%
Value ($000) $6,333 Shares 133,795 Est. Cost $31.91 Unrealized +16.7%
MKL MARKEL CORP 0.8%
Value ($000) $6,210 Shares 6,518 Est. Cost $568.03 Unrealized +63.9%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $6,003 Shares 64,039 Est. Cost $55.08 Unrealized +5.0%
SUNTRUST BKS INC 0.8%
Value ($000) $5,842 Shares 142,209 Est. Cost $34.55 Unrealized
LKQ LKQ CORP 0.7%
Value ($000) $5,607 Shares 176,875 Est. Cost $23.68 Unrealized +23.1%
PEP PEPSICO INC 0.7%
Value ($000) $5,256 Shares 49,617 Est. Cost $56.69 Unrealized +36.0%
JPM JP MORGAN CHASE & CO 0.7%
Value ($000) $5,100 Shares 82,067 Est. Cost $40.05 Unrealized +20.7%
ADBE ADOBE SYSTEMS INC 0.7%
Value ($000) $5,054 Shares 52,759 Est. Cost $52.44 Unrealized +83.2%
SPECTRUM BRANDS, INC. 0.7%
Value ($000) $5,001 Shares 41,916 Est. Cost $58.06 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.7%
Value ($000) $4,967 Shares 74,736 Est. Cost $37.16 Unrealized +65.0%
IJR ISHARES S&P SMALLCAP 600 0.6%
Value ($000) $4,867 Shares 41,885 Est. Cost $115.03 Unrealized
SF STIFEL FINANCIAL CORP 0.6%
Value ($000) $4,858 Shares 154,459 Est. Cost $19.57 Unrealized +0.9%
DIS WALT DISNEY CO 0.6%
Value ($000) $4,849 Shares 49,571 Est. Cost $71.16 Unrealized +29.5%
CSCO CISCO SYS INC 0.6%
Value ($000) $4,799 Shares 167,276 Est. Cost $18.05 Unrealized +15.6%
XLE AMEX ENERGY SECTOR SPDR 0.6%
Value ($000) $4,601 Shares 67,425 Est. Cost $61.82 Unrealized
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $4,592 Shares 346,033 Est. Cost $11.27 Unrealized +0.6%
NXPI NXP SEMICONDUCTORS NV 0.6%
Value ($000) $4,517 Shares 57,654 Est. Cost $67.83 Unrealized +12.4%
VNQ VANGUARD REIT ETF 0.6%
Value ($000) $4,512 Shares 50,889 Est. Cost $75.18 Unrealized
MAS MASCO CORP 0.6%
Value ($000) $4,471 Shares 144,501 Est. Cost $17.48 Unrealized +56.3%
ABBVIE INC. 0.6%
Value ($000) $4,370 Shares 70,591 Est. Cost $43.12 Unrealized
EOG EOG RESOURCES INC 0.6%
Value ($000) $4,367 Shares 52,345 Est. Cost $51.06 Unrealized +16.2%
V VISA INC - CLASS A 0.6%
Value ($000) $4,332 Shares 58,409 Est. Cost $64.94 Unrealized +12.7%
GOOGL ALPHABET, INC. CL A 0.6%
Value ($000) $4,213 Shares 5,989 Est. Cost $36.67 Unrealized -0.7%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $4,201 Shares 29,755 Est. Cost $91.48 Unrealized +24.8%
AKAM AKAMAI TECHNOLOGIES, INC. 0.5%
Value ($000) $4,068 Shares 72,729 Est. Cost $52.62 Unrealized 0.0%
NSRGY NESTLE S A - ADR REG SHS 0.5%
Value ($000) $4,066 Shares 52,709 Est. Cost $65.68 Unrealized
CB CHUBB LTD 0.5%
Value ($000) $4,053 Shares 31,008 Est. Cost $102.86 Unrealized +0.7%
URI UNITED RENTALS INC. 0.5%
Value ($000) $4,047 Shares 60,314 Est. Cost $63.24 Unrealized 0.0%
LLY LILLY ELI & CO 0.5%
Value ($000) $3,997 Shares 50,760 Est. Cost $49.38 Unrealized +29.8%
VEA VANGUARD FTSE DEVELOPED MARKET 0.5%
Value ($000) $3,985 Shares 112,690 Est. Cost $37.39 Unrealized
NATIONAL-OILWELL VARCO, INC. 0.5%
Value ($000) $3,932 Shares 116,865 Est. Cost $33.65 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $3,797 Shares 5,306 Est. Cost $17.01 Unrealized +98.8%
INGERSOLL-RAND CO CL A 0.5%
Value ($000) $3,759 Shares 59,035 Est. Cost $62.01 Unrealized
MARVELL TECHNOLOGY GROUP LTD 0.5%
Value ($000) $3,601 Shares 377,818 Est. Cost $10.17 Unrealized
DEO DIAGEO PLC-SPONSORED ADR NEW 0.5%
Value ($000) $3,532 Shares 31,286 Est. Cost $114.99 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.5%
Value ($000) $3,510 Shares 24,245 Est. Cost $113.62 Unrealized +25.8%
GPC GENUINE PARTS CO 0.5%
Value ($000) $3,492 Shares 34,489 Est. Cost $54.39 Unrealized +34.9%
COP CONOCOPHILIPS 0.5%
Value ($000) $3,444 Shares 78,990 Est. Cost $31.44 Unrealized +4.3%
BA BOEING CO 0.5%
Value ($000) $3,438 Shares 26,471 Est. Cost $92.92 Unrealized +27.6%
EW EDWARDS LIFESCIENCES 0.4%
Value ($000) $3,383 Shares 33,920 Est. Cost $17.79 Unrealized +92.3%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $3,214 Shares 12,949 Est. Cost $73.52 Unrealized +148.0%
SIEGY SIEMENS AG SPONS ADR 0.4%
Value ($000) $3,065 Shares 30,050 Est. Cost $107.67 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.4%
Value ($000) $3,062 Shares 97,825 Est. Cost $28.27 Unrealized
WRB WR BERKLEY CORP 0.4%
Value ($000) $3,056 Shares 51,000 Est. Cost $9.58 Unrealized +38.5%
WY WEYERHAEUSER CO 0.4%
Value ($000) $3,053 Shares 102,564 Est. Cost $19.88 Unrealized +6.2%
NKE NIKE INC CL B 0.4%
Value ($000) $3,020 Shares 54,716 Est. Cost $42.75 Unrealized +17.7%
TIME WARNER INC 0.4%
Value ($000) $2,892 Shares 39,326 Est. Cost $69.85 Unrealized
LAM RESEARCH CORP 0.4%
Value ($000) $2,878 Shares 34,234 Est. Cost $82.59 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.4%
Value ($000) $2,809 Shares 33,476 Est. Cost $68.94 Unrealized
KRE KBW REGIONAL BANKING ETF 0.4%
Value ($000) $2,726 Shares 71,000 Est. Cost $37.68 Unrealized
COR AMERISOURCEBERGEN CORP. 0.4%
Value ($000) $2,714 Shares 34,215 Est. Cost $51.97 Unrealized +15.2%
WTW WILLIS TOWERS WATSON PUBLIC LI 0.4%
Value ($000) $2,693 Shares 21,662 Est. Cost $100.14 Unrealized +7.5%
UNP UNION PAC CORP 0.4%
Value ($000) $2,677 Shares 30,685 Est. Cost $61.97 Unrealized +10.1%
MS MORGAN STANLEY DEAN WITTER COM 0.3%
Value ($000) $2,647 Shares 101,879 Est. Cost $19.90 Unrealized 0.0%
HP HELMERICH & PAYNE INC 0.3%
Value ($000) $2,628 Shares 39,152 Est. Cost $61.79 Unrealized 0.0%
JPMORGAN ALERIAN MLP ETN 0.3%
Value ($000) $2,616 Shares 82,251 Est. Cost $27.09 Unrealized
FE FIRSTENERGY CORP 0.3%
Value ($000) $2,613 Shares 74,850 Est. Cost $22.69 Unrealized 0.0%
TGT TARGET CORP 0.3%
Value ($000) $2,535 Shares 36,310 Est. Cost $55.23 Unrealized +1.6%
GLW CORNING INC 0.3%
Value ($000) $2,508 Shares 122,465 Est. Cost $13.56 Unrealized +14.4%
VFC V F CORP 0.3%
Value ($000) $2,496 Shares 40,600 Est. Cost $49.93 Unrealized +18.4%
IWM ISHARES TRUST RUSSELL 2000 IND 0.3%
Value ($000) $2,447 Shares 21,280 Est. Cost $109.22 Unrealized
OMC OMNICOM GROUP INC 0.3%
Value ($000) $2,445 Shares 30,000 Est. Cost $45.23 Unrealized +31.9%
IJH ISHARES TRUST S&P MIDCAP 400 0.3%
Value ($000) $2,439 Shares 16,326 Est. Cost $116.68 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $2,379 Shares 60,521 Est. Cost $29.36 Unrealized +13.6%
VGK VANGUARD MSCI EUROPE ETF 0.3%
Value ($000) $2,376 Shares 50,929 Est. Cost $54.73 Unrealized
MMM 3M CO 0.3%
Value ($000) $2,357 Shares 13,458 Est. Cost $64.70 Unrealized +58.4%
POWERSHARES S&P HIGH QUALITY E 0.3%
Value ($000) $2,254 Shares 90,766 Est. Cost $17.99 Unrealized
EMN EASTMAN CHEM CO 0.3%
Value ($000) $2,235 Shares 32,910 Est. Cost $55.19 Unrealized -3.0%
UNITED TECHNOLOGIES CP 0.3%
Value ($000) $2,140 Shares 20,863 Est. Cost $93.21 Unrealized
GENERAL GROWTH PROPERTIES NEW 0.3%
Value ($000) $2,096 Shares 70,280 Est. Cost $27.20 Unrealized
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $2,087 Shares 13,290 Est. Cost $87.66 Unrealized +46.1%
GLD SPDR GOLD TRUST 0.3%
Value ($000) $2,010 Shares 15,890 Est. Cost $119.11 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.3%
Value ($000) $2,002 Shares 43,982 Est. Cost $23.16 Unrealized +50.4%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,978 Shares 15,168 Est. Cost $14.28 Unrealized +64.5%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $1,940 Shares 14,110 Est. Cost $65.37 Unrealized +43.7%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,907 Shares 33,378 Est. Cost $31.25 Unrealized +48.6%
DIA SPDR DJIA TRUST 0.2%
Value ($000) $1,868 Shares 10,435 Est. Cost $148.56 Unrealized
STT STATE STREET CORP 0.2%
Value ($000) $1,859 Shares 34,475 Est. Cost $44.61 Unrealized +1.2%
CPRT COPART INC 0.2%
Value ($000) $1,753 Shares 35,775 Est. Cost $5.62 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $1,693 Shares 43,175 Est. Cost $36.02 Unrealized +5.9%
SITE SITEONE LANDSCAPE SUPPLY, INC. 0.2%
Value ($000) $1,667 Shares 49,050 Est. Cost $29.41 Unrealized 0.0%
LYV LIVE NATION 0.2%
Value ($000) $1,598 Shares 68,000 Est. Cost $22.97 Unrealized -0.6%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $1,583 Shares 15,566 Est. Cost $49.32 Unrealized +24.5%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,557 Shares 21,266 Est. Cost $44.48 Unrealized +27.9%
REALOGY HOLDINGS CORP. 0.2%
Value ($000) $1,540 Shares 53,050 Est. Cost $39.67 Unrealized
ALL ALLSTATE CORP 0.2%
Value ($000) $1,540 Shares 22,020 Est. Cost $37.71 Unrealized +43.5%
COF CAPITAL ONE FINANCIAL CORP. 0.2%
Value ($000) $1,499 Shares 23,595 Est. Cost $47.00 Unrealized +24.8%
PFG PRINCIPAL FINANCIAL GROUP 0.2%
Value ($000) $1,455 Shares 35,400 Est. Cost $24.02 Unrealized +22.6%
CBRE CBRE GROUP, INC. 0.2%
Value ($000) $1,449 Shares 54,730 Est. Cost $24.18 Unrealized +21.0%
WPP WPP GROUP PLC 0.2%
Value ($000) $1,364 Shares 13,050 Est. Cost $113.51 Unrealized
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $1,364 Shares 24,704 Est. Cost $61.80 Unrealized
BWA BORGWARNER, INC. 0.2%
Value ($000) $1,278 Shares 43,300 Est. Cost $31.54 Unrealized -17.3%
EATON VANCE CORP COM NON VTG 0.2%
Value ($000) $1,241 Shares 35,125 Est. Cost $37.60 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.2%
Value ($000) $1,188 Shares 15,970 Est. Cost $45.77 Unrealized +3.9%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,187 Shares 10,202 Est. Cost $53.13 Unrealized +58.5%
KHC KRAFT HEINZ COMPANY 0.2%
Value ($000) $1,186 Shares 13,408 Est. Cost $47.91 Unrealized +11.9%
XLI AMEX INDUSTRIAL SECTOR SPDR 0.1%
Value ($000) $1,121 Shares 20,008 Est. Cost $56.03 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $1,085 Shares 5 Est. Cost $170664.90 Unrealized +25.7%
POWERSHARES FTSE RAFI US 1000 0.1%
Value ($000) $1,080 Shares 11,935 Est. Cost $78.22 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,072 Shares 5,575 Est. Cost $185.60 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $1,046 Shares 12,268 Est. Cost $64.95 Unrealized
PLAY DAVE & BUSTER'S ENTERTAINMENT 0.1%
Value ($000) $1,009 Shares 21,571 Est. Cost $41.46 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,009 Shares 8,386 Est. Cost $77.67 Unrealized +27.7%
PPL PPL CORP. 0.1%
Value ($000) $1,006 Shares 26,650 Est. Cost $16.63 Unrealized +48.9%
AIVL WISDOMTREE DIVIDEND EX-FIN ETF 0.1%
Value ($000) $999 Shares 12,955 Est. Cost $62.84 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $998 Shares 19,132 Est. Cost $42.64 Unrealized -2.6%
ACN ACCENTURE PLC 0.1%
Value ($000) $994 Shares 8,771 Est. Cost $63.08 Unrealized +58.3%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $988 Shares 5,827 Est. Cost $83.47 Unrealized +65.7%
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $977 Shares 13,283 Est. Cost $30.67 Unrealized +64.7%
PPG PPG INDS INC 0.1%
Value ($000) $971 Shares 9,326 Est. Cost $77.00 Unrealized +18.9%
MLM MARTIN MARIETTA MATERIALS INC 0.1%
Value ($000) $971 Shares 5,055 Est. Cost $142.54 Unrealized +16.7%
R RYDER SYS INC 0.1%
Value ($000) $966 Shares 15,800 Est. Cost $64.62 Unrealized +2.5%
T AT&T INC 0.1%
Value ($000) $926 Shares 21,438 Est. Cost $12.12 Unrealized +24.7%
SPIRIT AEROSYSTEMS HOLDINGS 0.1%
Value ($000) $845 Shares 19,650 Est. Cost $36.32 Unrealized
RWT REDWOOD TRUST, INC. 0.1%
Value ($000) $836 Shares 60,500 Est. Cost $17.08 Unrealized
PNC PNC FINANCIAL SVCS GROUP 0.1%
Value ($000) $814 Shares 9,996 Est. Cost $67.68 Unrealized -7.0%
SO SOUTHERN CO 0.1%
Value ($000) $780 Shares 14,544 Est. Cost $28.43 Unrealized +18.3%
MCK MCKESSON CORP 0.1%
Value ($000) $772 Shares 4,138 Est. Cost $107.38 Unrealized +51.5%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $766 Shares 8,925 Est. Cost $42.38 Unrealized +27.0%
EXPRESS SCRIPTS HOLDING CO. 0.1%
Value ($000) $751 Shares 9,909 Est. Cost $61.74 Unrealized
HII HUNTINGTON INGALLS INDUSTRIES 0.1%
Value ($000) $744 Shares 4,430 Est. Cost $43.35 Unrealized +191.3%
DU PONT E I DE NEMOURS 0.1%
Value ($000) $729 Shares 11,244 Est. Cost $58.37 Unrealized
CORE LABORATORIES 0.1%
Value ($000) $729 Shares 5,884 Est. Cost $123.90 Unrealized
DISCOVER FINANCIAL SERVICES CO 0.1%
Value ($000) $703 Shares 13,119 Est. Cost $47.67 Unrealized
ARRIS INTERNATIONAL PLC 0.1%
Value ($000) $691 Shares 32,970 Est. Cost $22.92 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $660 Shares 4,650 Est. Cost $65.91 Unrealized +59.2%
NORDSTROM, INC. 0.1%
Value ($000) $656 Shares 17,230 Est. Cost $57.23 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $635 Shares 7,460 Est. Cost $61.40 Unrealized +13.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $635 Shares 9,202 Est. Cost $16.78 Unrealized +97.9%
NVS NOVARTIS AG-ADR 0.1%
Value ($000) $621 Shares 7,524 Est. Cost $79.13 Unrealized
ALLEGHANY CORP DEL 0.1%
Value ($000) $621 Shares 1,130 Est. Cost $391.16 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL S 0.1%
Value ($000) $596 Shares 13,400 Est. Cost $48.36 Unrealized
IOO ISHARES S&P GLOBAL INDEX 100 0.1%
Value ($000) $579 Shares 8,070 Est. Cost $67.57 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $574 Shares 9,067 Est. Cost $26.27 Unrealized +111.5%
ROYAL DUTCH SHELL PLC B 0.1%
Value ($000) $545 Shares 9,725 Est. Cost $59.91 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $532 Shares 3,495 Est. Cost $90.01 Unrealized +29.7%
FIS FIDELITY NATIONAL INFORMATION 0.1%
Value ($000) $516 Shares 7,000 Est. Cost $43.50 Unrealized +36.8%
INTERPUBLIC GROUP COS 0.1%
Value ($000) $515 Shares 22,300 Est. Cost $14.88 Unrealized +9.5%
HARRIS CORP DEL 0.1%
Value ($000) $509 Shares 6,106 Est. Cost $49.22 Unrealized
BARD C R INC 0.1%
Value ($000) $506 Shares 2,150 Est. Cost $108.89 Unrealized
BB&T CORP 0.1%
Value ($000) $502 Shares 14,100 Est. Cost $35.60 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $500 Shares 2,250 Est. Cost $62.64 Unrealized +187.7%
SANDERSON FARMS INC 0.1%
Value ($000) $477 Shares 5,500 Est. Cost $66.36 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $470 Shares 7,500 Est. Cost $40.51 Unrealized +12.7%
LOW LOWES COS INC 0.1%
Value ($000) $437 Shares 5,515 Est. Cost $52.31 Unrealized +23.9%
ADP AUTOMATIC DATA PROCESS 0.1%
Value ($000) $423 Shares 4,600 Est. Cost $50.55 Unrealized +42.0%
IYH ISHARES DJ US HEALTHCARE SEC 0.1%
Value ($000) $423 Shares 2,850 Est. Cost $100.35 Unrealized
JOY GLOBAL, INC. 0.1%
Value ($000) $410 Shares 19,400 Est. Cost $21.13 Unrealized
HOWARD HUGHES CORPORATION 0.1%
Value ($000) $399 Shares 3,490 Est. Cost $113.05 Unrealized
CRANE COMPANY 0.1%
Value ($000) $396 Shares 6,975 Est. Cost $59.82 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $395 Shares 4,551 Est. Cost $53.02 Unrealized +19.8%
WELL HEALTH CARE REIT INC COM 0.1%
Value ($000) $390 Shares 5,125 Est. Cost $44.77 Unrealized +10.6%
HAL HALLIBURTON CO 0.1%
Value ($000) $384 Shares 8,480 Est. Cost $33.05 Unrealized +3.3%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $378 Shares 6,219 Est. Cost $72.81 Unrealized -24.1%
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $363 Shares 3,390 Est. Cost $95.12 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $362 Shares 7,136 Est. Cost $28.25 Unrealized +33.4%
TPH TRI POINTE HOMES INC. 0.0%
Value ($000) $355 Shares 30,060 Est. Cost $14.33 Unrealized -18.3%
INGR INGREDION INC 0.0%
Value ($000) $353 Shares 2,725 Est. Cost $75.42 Unrealized +54.3%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $353 Shares 9,312 Est. Cost $31.80 Unrealized -14.4%
VWO VANGUARD EMERGING MARKETS 0.0%
Value ($000) $351 Shares 9,969 Est. Cost $40.45 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN 0.0%
Value ($000) $349 Shares 8,900 Est. Cost $44.50 Unrealized
FEDERAL REALTY INV TRUST 0.0%
Value ($000) $348 Shares 2,105 Est. Cost $103.56 Unrealized
RAYTHEON CO 0.0%
Value ($000) $346 Shares 2,542 Est. Cost $115.20 Unrealized
OEF ISHARES S&P 100 INDEX FUND 0.0%
Value ($000) $343 Shares 3,690 Est. Cost $85.58 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $339 Shares 10,342 Est. Cost $21.83 Unrealized +15.1%
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $330 Shares 11,280 Est. Cost $44.00 Unrealized
HALYARD HEALTH INC 0.0%
Value ($000) $325 Shares 10,000 Est. Cost $28.40 Unrealized
AYI ACUITY BRANDS INC 0.0%
Value ($000) $310 Shares 1,250 Est. Cost $151.50 Unrealized +59.8%
D DOMINION RES VA NEW 0.0%
Value ($000) $308 Shares 3,950 Est. Cost $45.10 Unrealized +5.9%
SNY SANOFI-AVENTIS 0.0%
Value ($000) $306 Shares 7,300 Est. Cost $45.62 Unrealized
MAGELLAN MIDSTREAM PARTNERS, L 0.0%
Value ($000) $304 Shares 4,000 Est. Cost $54.50 Unrealized
E M C CORP MASS 0.0%
Value ($000) $300 Shares 11,026 Est. Cost $29.58 Unrealized
IWO ISHARES TR RUSSELL 2000 GROWTH 0.0%
Value ($000) $297 Shares 2,167 Est. Cost $112.84 Unrealized
UAA UNDER ARMOUR INC CLASS A 0.0%
Value ($000) $296 Shares 7,375 Est. Cost $39.94 Unrealized 0.0%
HILTON HOTELS CORP 0.0%
Value ($000) $288 Shares 12,800 Est. Cost $22.50 Unrealized
AZN ASTRAZENECA PLC - SPONS ADR 0.0%
Value ($000) $284 Shares 9,400 Est. Cost $51.12 Unrealized
SHUTTERFLY, INC. 0.0%
Value ($000) $280 Shares 6,000 Est. Cost $46.67 Unrealized
AWI ARMSTRONG WORLD INDUSTRIES 0.0%
Value ($000) $272 Shares 6,950 Est. Cost $48.34 Unrealized -21.1%
EBAY EBAY INC 0.0%
Value ($000) $271 Shares 11,555 Est. Cost $20.30 Unrealized +5.7%
PSX PHILLIPS 66 0.0%
Value ($000) $268 Shares 3,384 Est. Cost $40.71 Unrealized +39.3%
XLK AMEX TECHNOLOGY SECTOR SPDR 0.0%
Value ($000) $260 Shares 6,005 Est. Cost $43.30 Unrealized
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $258 Shares 3,400 Est. Cost $40.40 Unrealized +73.8%
EQR EQUITY RESIDENTIAL PROPERTIES 0.0%
Value ($000) $256 Shares 3,720 Est. Cost $31.42 Unrealized +47.5%
TORCHMARK CORP 0.0%
Value ($000) $253 Shares 4,087 Est. Cost $56.38 Unrealized
SUNOCO LOGISTICS PARTNERS LP 0.0%
Value ($000) $250 Shares 8,700 Est. Cost $55.52 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $250 Shares 3,020 Est. Cost $39.42 Unrealized +25.5%
HVT/A HAVERTY FURN COS INC CLASS A 0.0%
Value ($000) $248 Shares 13,865 Est. Cost $11.91 Unrealized -14.5%
TAP MOLSON COORS BREWING CO. 0.0%
Value ($000) $237 Shares 2,340 Est. Cost $56.22 Unrealized +37.5%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $235 Shares 4,156 Est. Cost $43.98 Unrealized +8.1%
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $234 Shares 4,350 Est. Cost $38.11 Unrealized
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $232 Shares 4,950 Est. Cost $40.71 Unrealized
RIG TRANSOCEAN LTD. 0.0%
Value ($000) $229 Shares 19,265 Est. Cost $50.78 Unrealized -79.9%
BLD TOPBUILD CORP 0.0%
Value ($000) $215 Shares 5,942 Est. Cost $30.95 Unrealized +9.2%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $214 Shares 5,501 Est. Cost $26.07 Unrealized +19.0%
XLP AMEX CONSUMER STAPLES SECTOR S 0.0%
Value ($000) $210 Shares 3,799 Est. Cost $52.38 Unrealized
XLF AMEX FINANCIAL SECTOR SPDR 0.0%
Value ($000) $208 Shares 9,110 Est. Cost $22.83 Unrealized
PPH VANECK VECTORS PHARMACEUTICAL 0.0%
Value ($000) $204 Shares 3,480 Est. Cost $57.47 Unrealized
OGCP EMPIRE STATE REALTY OP LP SERI 0.0%
Value ($000) $201 Shares 10,737 Est. Cost $17.98 Unrealized
VODAFONE GROUP PLC SP ADR 0.0%
Value ($000) $200 Shares 6,479 Est. Cost $34.14 Unrealized
WEATHERFORD INTL PLC COM 0.0%
Value ($000) $136 Shares 24,450 Est. Cost $22.99 Unrealized
CONNECTURE, INC. 0.0%
Value ($000) $134 Shares 59,277 Est. Cost $10.37 Unrealized
NABORS INDS INC 0.0%
Value ($000) $125 Shares 12,450 Est. Cost $15.29 Unrealized
VEREIT INC 0.0%
Value ($000) $107 Shares 10,582 Est. Cost $7.75 Unrealized
U.S. TECHNOLOGIES 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
GLOBAL ENERGY HOLDINGS GROUP 0.0%
Value ($000) $0 Shares 11,700 Est. Cost Unrealized