MONTAG A & ASSOCIATES INC Diversified Active

CIK: 0000829407 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 7, 2016

Total Value ($000): $786,370 (100.0% shares, 0.0% debt)

Holdings (244)

SPY S & P 500 DEPOSITARY RECEIPT 7.8%
Value ($000) $61,285 Shares 283,334 Est. Cost $193.88 Unrealized
MDY SPDR S&P MID-CAP 400 ETF TRUST 5.2%
Value ($000) $40,945 Shares 145,056 Est. Cost $217.83 Unrealized
IVV ISHARES TRUST S&P 500 INDEX 5.0%
Value ($000) $39,082 Shares 179,637 Est. Cost $195.72 Unrealized
EFX EQUIFAX INC 1.8%
Value ($000) $14,217 Shares 105,637 Est. Cost $53.66 Unrealized +126.4%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $12,524 Shares 106,022 Est. Cost $64.68 Unrealized +44.7%
KO COCA COLA CO 1.6%
Value ($000) $12,401 Shares 293,028 Est. Cost $27.74 Unrealized +17.4%
GOOG ALPHABET, INC. CL C 1.6%
Value ($000) $12,322 Shares 15,852 Est. Cost $35.65 Unrealized +5.7%
HD HOME DEPOT INC 1.4%
Value ($000) $10,782 Shares 83,790 Est. Cost $58.63 Unrealized +81.4%
GENERAL ELEC CO 1.4%
Value ($000) $10,643 Shares 359,325 Est. Cost $25.24 Unrealized
MRK MERCK & CO INC 1.3%
Value ($000) $10,553 Shares 169,099 Est. Cost $37.10 Unrealized +17.9%
AAPL APPLE COMPUTER INC 1.2%
Value ($000) $9,438 Shares 83,487 Est. Cost $20.76 Unrealized +16.7%
SUNTRUST BKS INC 1.1%
Value ($000) $8,962 Shares 204,610 Est. Cost $37.37 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $8,937 Shares 102,391 Est. Cost $56.37 Unrealized +3.8%
VIG VANGUARD DIVIDEND APPRECIATION 1.1%
Value ($000) $8,701 Shares 103,673 Est. Cost $68.42 Unrealized
IWB ISHARES RUSSELL 1000 INDEX 1.1%
Value ($000) $8,685 Shares 72,100 Est. Cost $89.93 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $8,565 Shares 148,693 Est. Cost $41.91 Unrealized +20.0%
AIG AMERICAN INTL GROUP 1.1%
Value ($000) $8,508 Shares 143,372 Est. Cost $36.37 Unrealized +23.9%
WALGREENS BOOTS ALLIANCE, INC. 1.1%
Value ($000) $8,352 Shares 103,601 Est. Cost $76.20 Unrealized
RYDEX S&P EQUAL WEIGHT ETF 1.0%
Value ($000) $8,200 Shares 98,099 Est. Cost $69.64 Unrealized
URI UNITED RENTALS INC. 1.0%
Value ($000) $8,082 Shares 102,971 Est. Cost $67.79 Unrealized +9.5%
IJR ISHARES S&P SMALLCAP 600 1.0%
Value ($000) $8,011 Shares 64,530 Est. Cost $118.23 Unrealized
VO VANGUARD MID CAP ETF 1.0%
Value ($000) $7,978 Shares 61,636 Est. Cost $100.02 Unrealized
MARVELL TECHNOLOGY GROUP LTD 1.0%
Value ($000) $7,800 Shares 587,782 Est. Cost $11.28 Unrealized
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $7,404 Shares 82,498 Est. Cost $57.58 Unrealized +17.3%
CVX CHEVRON TEXACO CORP 0.9%
Value ($000) $7,118 Shares 69,157 Est. Cost $62.96 Unrealized +8.8%
IBM INTERNATIONAL BUS MACH 0.9%
Value ($000) $7,003 Shares 44,087 Est. Cost $116.67 Unrealized -12.8%
HD SUPPLY HOLDINGS, INC. 0.9%
Value ($000) $6,998 Shares 218,827 Est. Cost $29.57 Unrealized
VMC VULCAN MATLS CO 0.9%
Value ($000) $6,969 Shares 61,275 Est. Cost $54.25 Unrealized +100.3%
COR AMERISOURCEBERGEN CORP. 0.9%
Value ($000) $6,866 Shares 85,000 Est. Cost $59.32 Unrealized +8.4%
WMT WAL MART STORES INC 0.8%
Value ($000) $6,526 Shares 90,486 Est. Cost $19.11 Unrealized +7.8%
CVS CVS CAREMARK CORP. 0.8%
Value ($000) $6,474 Shares 72,755 Est. Cost $55.55 Unrealized +27.6%
JPM JP MORGAN CHASE & CO 0.8%
Value ($000) $6,424 Shares 96,477 Est. Cost $41.66 Unrealized +22.1%
PFE PFIZER INC 0.8%
Value ($000) $6,393 Shares 188,749 Est. Cost $16.71 Unrealized +33.2%
FISV FISERV INC 0.8%
Value ($000) $6,365 Shares 63,988 Est. Cost $24.34 Unrealized +115.4%
LKQ LKQ CORP 0.8%
Value ($000) $6,211 Shares 175,150 Est. Cost $23.68 Unrealized +31.4%
UPS UNITED PARCEL SERVICE CL B 0.8%
Value ($000) $6,111 Shares 55,880 Est. Cost $66.25 Unrealized +16.6%
NXPI NXP SEMICONDUCTORS NV 0.8%
Value ($000) $6,079 Shares 59,589 Est. Cost $68.07 Unrealized +10.6%
MKL MARKEL CORP 0.8%
Value ($000) $6,042 Shares 6,505 Est. Cost $568.03 Unrealized +64.3%
BAC BANK OF AMERICA CORP 0.8%
Value ($000) $5,911 Shares 377,685 Est. Cost $11.33 Unrealized +6.5%
WFC WELLS FARGO & CO NEW 0.7%
Value ($000) $5,840 Shares 131,895 Est. Cost $31.91 Unrealized +15.4%
CABELAS INC COM 0.7%
Value ($000) $5,706 Shares 103,870 Est. Cost $49.29 Unrealized
ADBE ADOBE SYSTEMS INC 0.7%
Value ($000) $5,631 Shares 51,882 Est. Cost $52.44 Unrealized +91.3%
VWO VANGUARD EMERGING MARKETS 0.7%
Value ($000) $5,359 Shares 142,420 Est. Cost $37.83 Unrealized
PEP PEPSICO INC 0.7%
Value ($000) $5,306 Shares 48,781 Est. Cost $56.69 Unrealized +43.0%
SPECTRUM BRANDS, INC. 0.7%
Value ($000) $5,283 Shares 38,370 Est. Cost $58.06 Unrealized
ALK ALASKA AIR GROUP INC 0.7%
Value ($000) $5,130 Shares 77,890 Est. Cost $61.44 Unrealized 0.0%
CSCO CISCO SYS INC 0.7%
Value ($000) $5,126 Shares 161,604 Est. Cost $18.05 Unrealized +27.8%
MAR MARRIOTT INTL INC NEW CL A 0.6%
Value ($000) $5,025 Shares 74,636 Est. Cost $37.16 Unrealized +74.0%
MAS MASCO CORP 0.6%
Value ($000) $4,890 Shares 142,526 Est. Cost $17.48 Unrealized +71.9%
BED BATH & BEYOND 0.6%
Value ($000) $4,888 Shares 113,390 Est. Cost $43.11 Unrealized
MEAD JOHNSON NUTRI CO COM CL A 0.6%
Value ($000) $4,878 Shares 61,735 Est. Cost $85.78 Unrealized
GOOGL ALPHABET, INC. CL A 0.6%
Value ($000) $4,854 Shares 6,037 Est. Cost $36.67 Unrealized +5.9%
XLE AMEX ENERGY SECTOR SPDR 0.6%
Value ($000) $4,542 Shares 64,325 Est. Cost $61.82 Unrealized
ABBVIE INC. 0.6%
Value ($000) $4,452 Shares 70,591 Est. Cost $43.12 Unrealized
ORCL ORACLE CORP 0.6%
Value ($000) $4,368 Shares 111,202 Est. Cost $34.48 Unrealized +2.8%
XLF AMEX FINANCIAL SECTOR SPDR 0.6%
Value ($000) $4,329 Shares 224,318 Est. Cost $19.44 Unrealized
IWM ISHARES TRUST RUSSELL 2000 IND 0.5%
Value ($000) $4,322 Shares 34,799 Est. Cost $115.04 Unrealized
LUV SOUTHWEST AIRLS CO 0.5%
Value ($000) $4,182 Shares 107,535 Est. Cost $34.80 Unrealized -2.3%
ROYAL DUTCH SHELL PLC 0.5%
Value ($000) $4,157 Shares 83,029 Est. Cost $53.56 Unrealized
NSRGY NESTLE S A - ADR REG SHS 0.5%
Value ($000) $4,142 Shares 52,455 Est. Cost $65.68 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 0.5%
Value ($000) $4,138 Shares 110,620 Est. Cost $37.39 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $4,115 Shares 4,914 Est. Cost $17.01 Unrealized +125.0%
LLY LILLY ELI & CO 0.5%
Value ($000) $4,110 Shares 51,210 Est. Cost $49.38 Unrealized +38.9%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $4,067 Shares 29,050 Est. Cost $91.48 Unrealized +31.7%
V VISA INC - CLASS A 0.5%
Value ($000) $4,003 Shares 48,409 Est. Cost $64.94 Unrealized +15.5%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $3,971 Shares 50,502 Est. Cost $58.02 Unrealized +4.6%
EW EDWARDS LIFESCIENCES 0.5%
Value ($000) $3,969 Shares 32,920 Est. Cost $17.79 Unrealized +111.7%
VNQ VANGUARD REIT ETF 0.5%
Value ($000) $3,874 Shares 44,665 Est. Cost $75.18 Unrealized
EOG EOG RESOURCES INC 0.5%
Value ($000) $3,866 Shares 39,980 Est. Cost $51.06 Unrealized +27.6%
HEALTH CARE SELECT SECTOR SPDR 0.5%
Value ($000) $3,746 Shares 51,955 Est. Cost $69.28 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.5%
Value ($000) $3,704 Shares 25,640 Est. Cost $115.40 Unrealized +26.7%
CB CHUBB LTD 0.5%
Value ($000) $3,678 Shares 29,272 Est. Cost $102.86 Unrealized +4.3%
DEO DIAGEO PLC-SPONSORED ADR NEW 0.5%
Value ($000) $3,592 Shares 30,951 Est. Cost $114.99 Unrealized
BA BOEING CO 0.5%
Value ($000) $3,576 Shares 27,141 Est. Cost $93.61 Unrealized +29.0%
GPC GENUINE PARTS CO 0.4%
Value ($000) $3,449 Shares 34,338 Est. Cost $54.39 Unrealized +42.0%
RIO RIO TINTO PLC SPONSORED ADR 0.4%
Value ($000) $3,342 Shares 100,065 Est. Cost $28.38 Unrealized
WY WEYERHAEUSER CO 0.4%
Value ($000) $3,328 Shares 104,189 Est. Cost $19.91 Unrealized +10.1%
COP CONOCOPHILIPS 0.4%
Value ($000) $3,312 Shares 76,190 Est. Cost $31.44 Unrealized -1.0%
SIEGY SIEMENS AG SPONS ADR 0.4%
Value ($000) $3,275 Shares 27,970 Est. Cost $107.67 Unrealized
TIME WARNER INC 0.4%
Value ($000) $3,133 Shares 39,354 Est. Cost $69.85 Unrealized
AKAM AKAMAI TECHNOLOGIES, INC. 0.4%
Value ($000) $3,103 Shares 58,567 Est. Cost $52.62 Unrealized +1.7%
C CITIGROUP INC 0.4%
Value ($000) $3,101 Shares 65,662 Est. Cost $34.15 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $3,080 Shares 12,849 Est. Cost $73.52 Unrealized +165.0%
INGERSOLL-RAND CO CL A 0.4%
Value ($000) $2,988 Shares 43,983 Est. Cost $62.01 Unrealized
KRE KBW REGIONAL BANKING ETF 0.4%
Value ($000) $2,963 Shares 70,100 Est. Cost $37.68 Unrealized
WRB WR BERKLEY CORP 0.4%
Value ($000) $2,902 Shares 50,250 Est. Cost $9.58 Unrealized +44.6%
WTW WILLIS TOWERS WATSON PUBLIC LI 0.4%
Value ($000) $2,836 Shares 21,360 Est. Cost $100.14 Unrealized +8.9%
GLW CORNING INC 0.4%
Value ($000) $2,803 Shares 118,515 Est. Cost $13.56 Unrealized +28.1%
UNP UNION PAC CORP 0.4%
Value ($000) $2,795 Shares 28,660 Est. Cost $61.97 Unrealized +22.5%
SDY SPDR S&P DIVIDEND ETF 0.4%
Value ($000) $2,757 Shares 32,685 Est. Cost $68.94 Unrealized
NKE NIKE INC CL B 0.3%
Value ($000) $2,716 Shares 51,581 Est. Cost $42.75 Unrealized +17.0%
EXPRESS SCRIPTS HOLDING CO. 0.3%
Value ($000) $2,699 Shares 38,264 Est. Cost $68.26 Unrealized
STT STATE STREET CORP 0.3%
Value ($000) $2,609 Shares 37,475 Est. Cost $45.02 Unrealized +10.4%
BWA BORGWARNER, INC. 0.3%
Value ($000) $2,593 Shares 73,700 Est. Cost $29.05 Unrealized -12.2%
ABT ABBOTT LABS 0.3%
Value ($000) $2,564 Shares 60,622 Est. Cost $29.36 Unrealized +23.1%
IJH ISHARES TRUST S&P MIDCAP 400 0.3%
Value ($000) $2,526 Shares 16,326 Est. Cost $116.68 Unrealized
VGK VANGUARD MSCI EUROPE ETF 0.3%
Value ($000) $2,472 Shares 50,729 Est. Cost $54.73 Unrealized
MET METLIFE, INC. 0.3%
Value ($000) $2,426 Shares 54,606 Est. Cost $27.39 Unrealized 0.0%
OMC OMNICOM GROUP INC 0.3%
Value ($000) $2,380 Shares 28,000 Est. Cost $45.23 Unrealized +33.8%
MMM 3M CO 0.3%
Value ($000) $2,366 Shares 13,423 Est. Cost $64.70 Unrealized +68.8%
BP BP AMOCO PLC - SPONS ADR 0.3%
Value ($000) $2,359 Shares 67,104 Est. Cost $32.71 Unrealized
ADI ANALOG DEVICES INC 0.3%
Value ($000) $2,327 Shares 36,106 Est. Cost $50.93 Unrealized +1.8%
QRVO QORVO, INC. 0.3%
Value ($000) $2,309 Shares 41,428 Est. Cost $56.72 Unrealized 0.0%
VFC V F CORP 0.3%
Value ($000) $2,276 Shares 40,600 Est. Cost $49.93 Unrealized +15.6%
MS MORGAN STANLEY DEAN WITTER COM 0.3%
Value ($000) $2,259 Shares 70,465 Est. Cost $19.90 Unrealized +14.8%
POWERSHARES S&P HIGH QUALITY E 0.3%
Value ($000) $2,194 Shares 87,116 Est. Cost $17.99 Unrealized
UNITED TECHNOLOGIES CP 0.3%
Value ($000) $2,132 Shares 20,987 Est. Cost $93.21 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $2,128 Shares 30,985 Est. Cost $55.23 Unrealized -1.6%
FTV FORTIVE CORPORATION 0.3%
Value ($000) $2,115 Shares 41,560 Est. Cost $30.87 Unrealized 0.0%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $2,027 Shares 13,290 Est. Cost $87.66 Unrealized +56.2%
GLD SPDR GOLD TRUST 0.3%
Value ($000) $2,006 Shares 15,965 Est. Cost $119.11 Unrealized
GENERAL GROWTH PROPERTIES NEW 0.2%
Value ($000) $1,940 Shares 70,280 Est. Cost $27.20 Unrealized
CPRT COPART INC 0.2%
Value ($000) $1,927 Shares 35,985 Est. Cost $5.62 Unrealized +13.6%
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $1,920 Shares 43,742 Est. Cost $23.16 Unrealized +52.1%
DIA SPDR DJIA TRUST 0.2%
Value ($000) $1,907 Shares 10,435 Est. Cost $148.56 Unrealized
PFG PRINCIPAL FINANCIAL GROUP 0.2%
Value ($000) $1,823 Shares 35,400 Est. Cost $24.02 Unrealized +37.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,807 Shares 33,383 Est. Cost $31.25 Unrealized +46.7%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $1,777 Shares 14,526 Est. Cost $14.28 Unrealized +73.8%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $1,760 Shares 13,956 Est. Cost $65.37 Unrealized +43.0%
COF CAPITAL ONE FINANCIAL CORP. 0.2%
Value ($000) $1,684 Shares 23,450 Est. Cost $47.00 Unrealized +23.9%
FE FIRSTENERGY CORP 0.2%
Value ($000) $1,675 Shares 50,637 Est. Cost $22.69 Unrealized +1.4%
EMN EASTMAN CHEM CO 0.2%
Value ($000) $1,669 Shares 24,660 Est. Cost $55.19 Unrealized -10.8%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,606 Shares 21,666 Est. Cost $44.76 Unrealized +32.7%
WYNDHAM WORLDWIDE CORPORATION 0.2%
Value ($000) $1,588 Shares 23,580 Est. Cost $67.35 Unrealized
CBRE CBRE GROUP, INC. 0.2%
Value ($000) $1,568 Shares 56,030 Est. Cost $24.28 Unrealized +17.5%
WPP WPP GROUP PLC 0.2%
Value ($000) $1,536 Shares 13,050 Est. Cost $113.51 Unrealized
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $1,513 Shares 15,566 Est. Cost $49.32 Unrealized +26.2%
DIS WALT DISNEY CO 0.2%
Value ($000) $1,379 Shares 14,855 Est. Cost $71.16 Unrealized +24.9%
EATON VANCE CORP COM NON VTG 0.2%
Value ($000) $1,372 Shares 35,125 Est. Cost $37.60 Unrealized
SITE SITEONE LANDSCAPE SUPPLY, INC. 0.2%
Value ($000) $1,343 Shares 37,390 Est. Cost $29.41 Unrealized +28.4%
INTC INTEL CORP 0.2%
Value ($000) $1,311 Shares 34,724 Est. Cost $26.60 Unrealized +7.6%
UAA UNDER ARMOUR INC CLASS A 0.2%
Value ($000) $1,252 Shares 32,375 Est. Cost $40.29 Unrealized +0.3%
KHC KRAFT HEINZ COMPANY 0.2%
Value ($000) $1,200 Shares 13,408 Est. Cost $47.91 Unrealized +21.1%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,178 Shares 10,102 Est. Cost $53.13 Unrealized +61.9%
POWERSHARES FTSE RAFI US 1000 0.1%
Value ($000) $1,133 Shares 12,105 Est. Cost $78.43 Unrealized
SPRINT NEXTEL CORP 0.1%
Value ($000) $1,128 Shares 170,116 Est. Cost $6.63 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $1,081 Shares 5 Est. Cost $170664.90 Unrealized +28.5%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $1,065 Shares 5,927 Est. Cost $84.57 Unrealized +75.6%
ACN ACCENTURE PLC 0.1%
Value ($000) $1,056 Shares 8,646 Est. Cost $63.08 Unrealized +55.6%
R RYDER SYS INC 0.1%
Value ($000) $1,042 Shares 15,800 Est. Cost $64.62 Unrealized +1.3%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,029 Shares 18,882 Est. Cost $42.64 Unrealized -0.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,022 Shares 8,858 Est. Cost $78.57 Unrealized +20.3%
AIVL WISDOMTREE DIVIDEND EX-FIN ETF 0.1%
Value ($000) $1,018 Shares 12,955 Est. Cost $62.84 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $1,000 Shares 11,668 Est. Cost $64.95 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $976 Shares 12,821 Est. Cost $35.34 Unrealized +62.0%
PPG PPG INDS INC 0.1%
Value ($000) $964 Shares 9,326 Est. Cost $77.00 Unrealized +14.7%
ARRIS INTERNATIONAL PLC 0.1%
Value ($000) $934 Shares 32,970 Est. Cost $22.92 Unrealized
PPL PPL CORP. 0.1%
Value ($000) $929 Shares 26,875 Est. Cost $16.63 Unrealized +42.1%
JPMORGAN ALERIAN MLP ETN 0.1%
Value ($000) $929 Shares 29,500 Est. Cost $27.09 Unrealized
T AT&T INC 0.1%
Value ($000) $877 Shares 21,608 Est. Cost $12.12 Unrealized +34.5%
SPIRIT AEROSYSTEMS HOLDINGS 0.1%
Value ($000) $875 Shares 19,650 Est. Cost $36.32 Unrealized
RWT REDWOOD TRUST, INC. 0.1%
Value ($000) $874 Shares 61,750 Est. Cost $17.02 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.1%
Value ($000) $856 Shares 4,780 Est. Cost $142.54 Unrealized +24.8%
PNC PNC FINANCIAL SVCS GROUP 0.1%
Value ($000) $804 Shares 8,921 Est. Cost $67.68 Unrealized -6.5%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $761 Shares 9,503 Est. Cost $43.23 Unrealized +30.4%
SO SOUTHERN CO 0.1%
Value ($000) $757 Shares 14,762 Est. Cost $28.53 Unrealized +24.8%
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $743 Shares 13,777 Est. Cost $31.22 Unrealized +47.8%
DU PONT E I DE NEMOURS 0.1%
Value ($000) $740 Shares 11,044 Est. Cost $58.37 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $724 Shares 7,460 Est. Cost $61.40 Unrealized +22.4%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $699 Shares 4,650 Est. Cost $65.91 Unrealized +66.8%
MCK MCKESSON CORP 0.1%
Value ($000) $690 Shares 4,138 Est. Cost $107.38 Unrealized +61.2%
HII HUNTINGTON INGALLS INDUSTRIES 0.1%
Value ($000) $680 Shares 4,430 Est. Cost $43.35 Unrealized +219.0%
XLRE REAL ESTATE SELECT SECTOR SPDR 0.1%
Value ($000) $672 Shares 20,515 Est. Cost $32.76 Unrealized
VLO VALERO ENERGY 0.1%
Value ($000) $650 Shares 12,260 Est. Cost $36.73 Unrealized 0.0%
VXUS VANGUARD TOTAL INTERNATIONAL S 0.1%
Value ($000) $633 Shares 13,400 Est. Cost $48.36 Unrealized
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $622 Shares 15,312 Est. Cost $31.22 Unrealized -2.9%
AMGN AMGEN INC 0.1%
Value ($000) $618 Shares 3,707 Est. Cost $92.17 Unrealized +38.6%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $611 Shares 3,075 Est. Cost $185.60 Unrealized
ALLEGHANY CORP DEL 0.1%
Value ($000) $593 Shares 1,130 Est. Cost $391.16 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $582 Shares 9,202 Est. Cost $16.78 Unrealized +107.2%
NVS NOVARTIS AG-ADR 0.1%
Value ($000) $581 Shares 7,354 Est. Cost $79.13 Unrealized
IOO ISHARES S&P GLOBAL INDEX 100 0.1%
Value ($000) $570 Shares 7,605 Est. Cost $67.57 Unrealized
HARRIS CORP DEL 0.1%
Value ($000) $559 Shares 6,106 Est. Cost $49.22 Unrealized
FIS FIDELITY NATIONAL INFORMATION 0.1%
Value ($000) $539 Shares 7,000 Est. Cost $43.50 Unrealized +52.5%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $532 Shares 7,586 Est. Cost $40.65 Unrealized +29.6%
SANDERSON FARMS INC 0.1%
Value ($000) $530 Shares 5,500 Est. Cost $66.36 Unrealized
TOL TOLL BROTHERS INC 0.1%
Value ($000) $499 Shares 16,700 Est. Cost $28.89 Unrealized 0.0%
NATIONAL-OILWELL VARCO, INC. 0.1%
Value ($000) $489 Shares 13,299 Est. Cost $33.65 Unrealized
BARD C R INC 0.1%
Value ($000) $482 Shares 2,150 Est. Cost $108.89 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $481 Shares 2,250 Est. Cost $62.64 Unrealized +197.3%
ALL ALLSTATE CORP 0.1%
Value ($000) $473 Shares 6,840 Est. Cost $37.71 Unrealized +48.3%
ROYAL DUTCH SHELL PLC B 0.1%
Value ($000) $446 Shares 8,450 Est. Cost $59.91 Unrealized
INTERPUBLIC GROUP COS 0.1%
Value ($000) $445 Shares 19,900 Est. Cost $14.88 Unrealized +7.8%
BB&T CORP 0.1%
Value ($000) $444 Shares 11,770 Est. Cost $35.60 Unrealized
CRANE COMPANY 0.1%
Value ($000) $439 Shares 6,975 Est. Cost $59.82 Unrealized
IYH ISHARES DJ US HEALTHCARE SEC 0.1%
Value ($000) $421 Shares 2,800 Est. Cost $100.35 Unrealized
ADP AUTOMATIC DATA PROCESS 0.1%
Value ($000) $406 Shares 4,600 Est. Cost $50.55 Unrealized +46.6%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $398 Shares 6,219 Est. Cost $72.81 Unrealized -22.7%
TPH TRI POINTE HOMES INC. 0.1%
Value ($000) $396 Shares 30,060 Est. Cost $14.33 Unrealized -7.8%
MDT MEDTRONIC PLC 0.0%
Value ($000) $393 Shares 4,551 Est. Cost $53.02 Unrealized +29.7%
TESORO CORP. 0.0%
Value ($000) $390 Shares 4,900 Est. Cost $79.59 Unrealized
WELL HEALTH CARE REIT INC COM 0.0%
Value ($000) $383 Shares 5,125 Est. Cost $44.77 Unrealized +20.6%
EBAY EBAY INC 0.0%
Value ($000) $380 Shares 11,555 Est. Cost $20.30 Unrealized +32.3%
EPP ISHARES MSCI PACIFIC EX-JAPAN 0.0%
Value ($000) $376 Shares 8,900 Est. Cost $44.50 Unrealized
HOWARD HUGHES CORPORATION 0.0%
Value ($000) $366 Shares 3,200 Est. Cost $113.05 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $363 Shares 5,027 Est. Cost $52.31 Unrealized +25.1%
OEF ISHARES S&P 100 INDEX FUND 0.0%
Value ($000) $354 Shares 3,690 Est. Cost $85.58 Unrealized
MRSH MARSH & MCLENNAN COS 0.0%
Value ($000) $353 Shares 5,244 Est. Cost $57.32 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $350 Shares 7,800 Est. Cost $33.05 Unrealized +10.0%
SYY SYSCO CORP 0.0%
Value ($000) $350 Shares 7,136 Est. Cost $28.25 Unrealized +42.5%
HALYARD HEALTH INC 0.0%
Value ($000) $347 Shares 10,000 Est. Cost $28.40 Unrealized
RAYTHEON CO 0.0%
Value ($000) $346 Shares 2,542 Est. Cost $115.20 Unrealized
D DOMINION RES VA NEW 0.0%
Value ($000) $340 Shares 4,573 Est. Cost $45.85 Unrealized +10.4%
LAM RESEARCH CORP 0.0%
Value ($000) $340 Shares 3,585 Est. Cost $82.59 Unrealized
DISCOVER FINANCIAL SERVICES CO 0.0%
Value ($000) $339 Shares 5,994 Est. Cost $47.67 Unrealized
AYI ACUITY BRANDS INC 0.0%
Value ($000) $331 Shares 1,250 Est. Cost $151.50 Unrealized +70.3%
FEDERAL REALTY INV TRUST 0.0%
Value ($000) $324 Shares 2,105 Est. Cost $103.56 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $321 Shares 11,610 Est. Cost $43.53 Unrealized
CORE LABORATORIES 0.0%
Value ($000) $314 Shares 2,798 Est. Cost $123.90 Unrealized
AZN ASTRAZENECA PLC - SPONS ADR 0.0%
Value ($000) $309 Shares 9,400 Est. Cost $51.12 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $303 Shares 3,765 Est. Cost $42.10 Unrealized +29.3%
IWO ISHARES TR RUSSELL 2000 GROWTH 0.0%
Value ($000) $300 Shares 2,017 Est. Cost $112.84 Unrealized
HILTON HOTELS CORP 0.0%
Value ($000) $294 Shares 12,800 Est. Cost $22.50 Unrealized
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $283 Shares 4,202 Est. Cost $61.79 Unrealized +1.6%
MAGELLAN MIDSTREAM PARTNERS, L 0.0%
Value ($000) $283 Shares 4,000 Est. Cost $54.50 Unrealized
SNY SANOFI-AVENTIS 0.0%
Value ($000) $279 Shares 7,300 Est. Cost $45.62 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $276 Shares 2,075 Est. Cost $75.42 Unrealized +77.1%
YUM YUM! BRANDS INC 0.0%
Value ($000) $274 Shares 3,020 Est. Cost $39.42 Unrealized +36.7%
TORCHMARK CORP 0.0%
Value ($000) $261 Shares 4,087 Est. Cost $56.38 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $259 Shares 2,326 Est. Cost $95.12 Unrealized
TAP MOLSON COORS BREWING CO. 0.0%
Value ($000) $257 Shares 2,340 Est. Cost $56.22 Unrealized +42.7%
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $253 Shares 3,400 Est. Cost $40.40 Unrealized +89.9%
AFL AFLAC INC 0.0%
Value ($000) $251 Shares 3,492 Est. Cost $29.23 Unrealized 0.0%
INTERNATIONAL SPEEDWAY CORP. 0.0%
Value ($000) $248 Shares 7,425 Est. Cost $33.40 Unrealized
SUNOCO LOGISTICS PARTNERS LP 0.0%
Value ($000) $247 Shares 8,700 Est. Cost $55.52 Unrealized
AWI ARMSTRONG WORLD INDUSTRIES 0.0%
Value ($000) $246 Shares 5,950 Est. Cost $48.34 Unrealized -19.4%
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $243 Shares 4,350 Est. Cost $38.11 Unrealized
EQR EQUITY RESIDENTIAL PROPERTIES 0.0%
Value ($000) $239 Shares 3,720 Est. Cost $31.42 Unrealized +44.9%
PAYPAL HOLDINGS INC 0.0%
Value ($000) $229 Shares 5,600 Est. Cost $34.35 Unrealized
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $228 Shares 4,950 Est. Cost $40.71 Unrealized
OGCP EMPIRE STATE REALTY OP LP SERI 0.0%
Value ($000) $227 Shares 10,737 Est. Cost $17.98 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $219 Shares 5,501 Est. Cost $26.07 Unrealized +20.0%
SHUTTERFLY, INC. 0.0%
Value ($000) $214 Shares 4,800 Est. Cost $46.67 Unrealized
IUTSF ISHARES CDN S&P/TSX 60 INDX FU 0.0%
Value ($000) $209 Shares 9,666 Est. Cost $21.62 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $209 Shares 6,945 Est. Cost $25.12 Unrealized 0.0%
RIG TRANSOCEAN LTD. 0.0%
Value ($000) $205 Shares 19,265 Est. Cost $50.78 Unrealized -79.2%
WSM WILLIAMS-SONOMA INC. 0.0%
Value ($000) $204 Shares 4,000 Est. Cost $20.93 Unrealized 0.0%
SPEEDWAY MOTORSPORTS, INC. 0.0%
Value ($000) $188 Shares 10,550 Est. Cost $17.82 Unrealized
NABORS INDS INC 0.0%
Value ($000) $151 Shares 12,450 Est. Cost $15.29 Unrealized
WEATHERFORD INTL PLC COM 0.0%
Value ($000) $133 Shares 23,750 Est. Cost $22.99 Unrealized
CONNECTURE, INC. 0.0%
Value ($000) $111 Shares 59,277 Est. Cost $10.37 Unrealized
VEREIT INC 0.0%
Value ($000) $110 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