MONTAG A & ASSOCIATES INC Diversified Active

CIK: 0000829407 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 3, 2017

Total Value ($000): $845,358 (100.0% shares, 0.0% debt)

Holdings (240)

SPY S & P 500 DEPOSITARY RECEIPT 6.5%
Value ($000) $55,302 Shares 247,401 Est. Cost $193.88 Unrealized
MDY SPDR S&P MID-CAP 400 ETF TRUST 5.7%
Value ($000) $47,846 Shares 158,571 Est. Cost $224.98 Unrealized
IVV ISHARES TRUST S&P 500 INDEX 5.1%
Value ($000) $43,059 Shares 191,382 Est. Cost $197.52 Unrealized
KO COCA COLA CO 3.9%
Value ($000) $32,872 Shares 792,855 Est. Cost $29.93 Unrealized +4.3%
IJR ISHARES S&P SMALLCAP 600 1.9%
Value ($000) $16,222 Shares 117,962 Est. Cost $126.97 Unrealized
MRK MERCK & CO INC 1.4%
Value ($000) $12,235 Shares 207,832 Est. Cost $38.40 Unrealized +14.8%
IWM ISHARES TRUST RUSSELL 2000 IND 1.4%
Value ($000) $12,209 Shares 90,541 Est. Cost $127.23 Unrealized
GOOG ALPHABET, INC. CL C 1.4%
Value ($000) $12,072 Shares 15,641 Est. Cost $35.65 Unrealized +8.5%
EFX EQUIFAX INC 1.4%
Value ($000) $12,042 Shares 101,855 Est. Cost $53.66 Unrealized +109.2%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $12,015 Shares 104,288 Est. Cost $64.68 Unrealized +38.7%
GENERAL ELEC CO 1.3%
Value ($000) $11,390 Shares 360,438 Est. Cost $25.24 Unrealized
SUNTRUST BKS INC 1.3%
Value ($000) $11,325 Shares 206,475 Est. Cost $37.37 Unrealized
HD HOME DEPOT INC 1.3%
Value ($000) $11,202 Shares 83,546 Est. Cost $58.63 Unrealized +76.4%
AAPL APPLE COMPUTER INC 1.3%
Value ($000) $10,643 Shares 91,895 Est. Cost $21.25 Unrealized +22.8%
MSFT MICROSOFT CORP 1.2%
Value ($000) $9,876 Shares 158,925 Est. Cost $42.68 Unrealized +26.4%
XLF AMEX FINANCIAL SECTOR SPDR 1.1%
Value ($000) $9,358 Shares 402,493 Est. Cost $21.13 Unrealized
AIG AMERICAN INTL GROUP 1.1%
Value ($000) $9,339 Shares 142,997 Est. Cost $36.37 Unrealized +37.0%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $9,311 Shares 103,157 Est. Cost $56.37 Unrealized +3.2%
HD SUPPLY HOLDINGS, INC. 1.1%
Value ($000) $9,154 Shares 215,327 Est. Cost $29.57 Unrealized
AKAM AKAMAI TECHNOLOGIES, INC. 1.1%
Value ($000) $9,057 Shares 135,822 Est. Cost $58.91 Unrealized +8.1%
IWB ISHARES RUSSELL 1000 INDEX 1.1%
Value ($000) $8,974 Shares 72,100 Est. Cost $89.93 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION 1.0%
Value ($000) $8,606 Shares 101,028 Est. Cost $68.42 Unrealized
VO VANGUARD MID CAP ETF 1.0%
Value ($000) $8,399 Shares 63,805 Est. Cost $101.10 Unrealized
BA BOEING CO 1.0%
Value ($000) $8,394 Shares 53,918 Est. Cost $114.16 Unrealized +18.2%
JPM JP MORGAN CHASE & CO 1.0%
Value ($000) $8,336 Shares 96,607 Est. Cost $41.66 Unrealized +43.8%
WALGREENS BOOTS ALLIANCE, INC. 1.0%
Value ($000) $8,031 Shares 97,043 Est. Cost $76.20 Unrealized
RYDEX S&P EQUAL WEIGHT ETF 0.9%
Value ($000) $8,027 Shares 92,644 Est. Cost $69.64 Unrealized
CVX CHEVRON TEXACO CORP 0.9%
Value ($000) $7,860 Shares 66,782 Est. Cost $62.96 Unrealized +17.2%
MARVELL TECHNOLOGY GROUP LTD 0.9%
Value ($000) $7,598 Shares 547,805 Est. Cost $11.28 Unrealized
IBM INTERNATIONAL BUS MACH 0.9%
Value ($000) $7,301 Shares 43,987 Est. Cost $116.67 Unrealized -11.7%
MET METLIFE, INC. 0.8%
Value ($000) $7,050 Shares 130,820 Est. Cost $31.08 Unrealized +8.5%
ALK ALASKA AIR GROUP INC 0.8%
Value ($000) $6,989 Shares 78,763 Est. Cost $61.57 Unrealized +20.0%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $6,945 Shares 82,605 Est. Cost $57.58 Unrealized +16.0%
FISV FISERV INC 0.8%
Value ($000) $6,801 Shares 63,988 Est. Cost $24.34 Unrealized +111.0%
URI UNITED RENTALS INC. 0.8%
Value ($000) $6,767 Shares 64,089 Est. Cost $67.79 Unrealized +30.0%
VMC VULCAN MATLS CO 0.8%
Value ($000) $6,579 Shares 52,570 Est. Cost $54.25 Unrealized +105.9%
PEP PEPSICO INC 0.8%
Value ($000) $6,559 Shares 62,689 Est. Cost $61.72 Unrealized +28.6%
UPS UNITED PARCEL SERVICE CL B 0.7%
Value ($000) $6,288 Shares 54,850 Est. Cost $66.25 Unrealized +21.2%
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $6,271 Shares 283,758 Est. Cost $11.33 Unrealized +38.3%
PFE PFIZER INC 0.7%
Value ($000) $6,205 Shares 191,055 Est. Cost $16.76 Unrealized +22.3%
WMT WAL MART STORES INC 0.7%
Value ($000) $6,171 Shares 89,286 Est. Cost $19.11 Unrealized +4.2%
UNP UNION PAC CORP 0.7%
Value ($000) $6,004 Shares 57,913 Est. Cost $71.24 Unrealized +12.7%
BWA BORGWARNER, INC. 0.7%
Value ($000) $5,992 Shares 151,921 Est. Cost $28.52 Unrealized -1.8%
MAR MARRIOTT INTL INC NEW CL A 0.7%
Value ($000) $5,949 Shares 71,949 Est. Cost $37.16 Unrealized +86.7%
MKL MARKEL CORP 0.7%
Value ($000) $5,825 Shares 6,440 Est. Cost $568.03 Unrealized +57.0%
CVS CVS CAREMARK CORP. 0.7%
Value ($000) $5,672 Shares 71,880 Est. Cost $55.55 Unrealized +9.9%
VNQ VANGUARD REIT ETF 0.7%
Value ($000) $5,496 Shares 66,592 Est. Cost $77.60 Unrealized
LKQ LKQ CORP 0.6%
Value ($000) $5,309 Shares 173,200 Est. Cost $23.68 Unrealized +23.7%
ADBE ADOBE SYSTEMS INC 0.6%
Value ($000) $5,301 Shares 51,491 Est. Cost $52.44 Unrealized +101.9%
WFC WELLS FARGO & CO NEW 0.6%
Value ($000) $5,227 Shares 94,845 Est. Cost $31.91 Unrealized +22.3%
QRVO QORVO, INC. 0.6%
Value ($000) $5,071 Shares 96,160 Est. Cost $55.41 Unrealized -1.8%
LUV SOUTHWEST AIRLS CO 0.6%
Value ($000) $4,971 Shares 99,740 Est. Cost $34.80 Unrealized +15.4%
CSCO CISCO SYS INC 0.6%
Value ($000) $4,842 Shares 160,211 Est. Cost $18.05 Unrealized +27.7%
SPECTRUM BRANDS, INC. 0.6%
Value ($000) $4,712 Shares 38,520 Est. Cost $58.06 Unrealized
GOOGL ALPHABET, INC. CL A 0.5%
Value ($000) $4,514 Shares 5,696 Est. Cost $36.67 Unrealized +8.2%
ROYAL DUTCH SHELL PLC 0.5%
Value ($000) $4,488 Shares 82,525 Est. Cost $53.56 Unrealized
C CITIGROUP INC 0.5%
Value ($000) $4,440 Shares 74,711 Est. Cost $34.93 Unrealized +16.3%
ABBVIE INC. 0.5%
Value ($000) $4,420 Shares 70,591 Est. Cost $43.12 Unrealized
MAS MASCO CORP 0.5%
Value ($000) $4,412 Shares 139,526 Est. Cost $17.48 Unrealized +59.9%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $4,259 Shares 26,610 Est. Cost $91.48 Unrealized +41.2%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.5%
Value ($000) $4,256 Shares 26,113 Est. Cost $116.10 Unrealized +32.6%
VEA VANGUARD FTSE DEVELOPED MARKET 0.5%
Value ($000) $4,185 Shares 114,520 Est. Cost $37.36 Unrealized
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $4,172 Shares 49,702 Est. Cost $58.02 Unrealized +8.6%
KRE KBW REGIONAL BANKING ETF 0.5%
Value ($000) $4,137 Shares 74,440 Est. Cost $38.73 Unrealized
EOG EOG RESOURCES INC 0.5%
Value ($000) $4,012 Shares 39,680 Est. Cost $51.06 Unrealized +41.7%
NXPI NXP SEMICONDUCTORS NV 0.5%
Value ($000) $3,998 Shares 40,795 Est. Cost $68.07 Unrealized +29.7%
RIO RIO TINTO PLC SPONSORED ADR 0.5%
Value ($000) $3,987 Shares 103,665 Est. Cost $28.73 Unrealized
NSRGY NESTLE S A - ADR REG SHS 0.5%
Value ($000) $3,904 Shares 54,312 Est. Cost $65.89 Unrealized
COP CONOCOPHILIPS 0.5%
Value ($000) $3,813 Shares 76,040 Est. Cost $31.44 Unrealized +10.6%
LLY LILLY ELI & CO 0.4%
Value ($000) $3,785 Shares 51,460 Est. Cost $49.38 Unrealized +30.1%
SPDR OIL & GAS EQUIP & SERVICE 0.4%
Value ($000) $3,779 Shares 169,096 Est. Cost $22.35 Unrealized
TIME WARNER INC 0.4%
Value ($000) $3,737 Shares 38,714 Est. Cost $69.85 Unrealized
CB CHUBB LTD 0.4%
Value ($000) $3,709 Shares 28,070 Est. Cost $102.86 Unrealized +5.4%
V VISA INC - CLASS A 0.4%
Value ($000) $3,677 Shares 47,123 Est. Cost $64.94 Unrealized +16.2%
AMZN AMAZON COM INC 0.4%
Value ($000) $3,527 Shares 4,704 Est. Cost $17.01 Unrealized +130.3%
ORCL ORACLE CORP 0.4%
Value ($000) $3,463 Shares 90,053 Est. Cost $34.48 Unrealized -1.0%
SIEGY SIEMENS AG SPONS ADR 0.4%
Value ($000) $3,403 Shares 27,625 Est. Cost $107.67 Unrealized
WRB WR BERKLEY CORP 0.4%
Value ($000) $3,342 Shares 50,250 Est. Cost $9.58 Unrealized +52.4%
BP BP AMOCO PLC - SPONS ADR 0.4%
Value ($000) $3,299 Shares 88,259 Est. Cost $33.83 Unrealized
GPC GENUINE PARTS CO 0.4%
Value ($000) $3,281 Shares 34,338 Est. Cost $54.39 Unrealized +34.4%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $3,199 Shares 12,799 Est. Cost $73.52 Unrealized +166.5%
COR AMERISOURCEBERGEN CORP. 0.4%
Value ($000) $3,176 Shares 40,620 Est. Cost $59.32 Unrealized -1.0%
VWO VANGUARD EMERGING MARKETS 0.4%
Value ($000) $3,099 Shares 86,615 Est. Cost $37.83 Unrealized
DEO DIAGEO PLC-SPONSORED ADR NEW 0.4%
Value ($000) $3,087 Shares 29,701 Est. Cost $114.99 Unrealized
EW EDWARDS LIFESCIENCES 0.4%
Value ($000) $3,085 Shares 32,920 Est. Cost $17.79 Unrealized +82.1%
WY WEYERHAEUSER CO 0.4%
Value ($000) $3,008 Shares 99,981 Est. Cost $19.91 Unrealized +8.9%
STT STATE STREET CORP 0.3%
Value ($000) $2,870 Shares 36,925 Est. Cost $45.02 Unrealized +27.8%
GLW CORNING INC 0.3%
Value ($000) $2,840 Shares 117,015 Est. Cost $13.56 Unrealized +37.4%
MS MORGAN STANLEY DEAN WITTER COM 0.3%
Value ($000) $2,794 Shares 66,138 Est. Cost $19.90 Unrealized +46.5%
INTC INTEL CORP 0.3%
Value ($000) $2,779 Shares 76,620 Est. Cost $27.99 Unrealized +4.1%
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $2,754 Shares 32,184 Est. Cost $68.94 Unrealized
NKE NIKE INC CL B 0.3%
Value ($000) $2,668 Shares 52,495 Est. Cost $42.80 Unrealized +6.5%
IJH ISHARES TRUST S&P MIDCAP 400 0.3%
Value ($000) $2,641 Shares 15,976 Est. Cost $116.68 Unrealized
UNITED TECHNOLOGIES CP 0.3%
Value ($000) $2,457 Shares 22,413 Est. Cost $94.25 Unrealized
MMM 3M CO 0.3%
Value ($000) $2,397 Shares 13,423 Est. Cost $64.70 Unrealized +64.1%
OMC OMNICOM GROUP INC 0.3%
Value ($000) $2,383 Shares 28,000 Est. Cost $45.23 Unrealized +34.8%
FTV FORTIVE CORPORATION 0.3%
Value ($000) $2,368 Shares 44,160 Est. Cost $30.93 Unrealized +3.0%
EMN EASTMAN CHEM CO 0.3%
Value ($000) $2,359 Shares 31,360 Est. Cost $54.80 Unrealized -2.7%
ABT ABBOTT LABS 0.3%
Value ($000) $2,328 Shares 60,622 Est. Cost $29.36 Unrealized +14.6%
WTW WILLIS TOWERS WATSON PUBLIC LI 0.3%
Value ($000) $2,297 Shares 18,786 Est. Cost $100.14 Unrealized +9.5%
POWERSHARES S&P HIGH QUALITY E 0.3%
Value ($000) $2,264 Shares 87,116 Est. Cost $17.99 Unrealized
VFC V F CORP 0.3%
Value ($000) $2,166 Shares 40,600 Est. Cost $49.93 Unrealized +3.8%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $2,112 Shares 13,190 Est. Cost $87.66 Unrealized +48.1%
DIA SPDR DJIA TRUST 0.2%
Value ($000) $2,061 Shares 10,435 Est. Cost $148.56 Unrealized
PFG PRINCIPAL FINANCIAL GROUP 0.2%
Value ($000) $2,047 Shares 35,370 Est. Cost $24.02 Unrealized +65.5%
COF CAPITAL ONE FINANCIAL CORP. 0.2%
Value ($000) $2,046 Shares 23,450 Est. Cost $47.00 Unrealized +46.3%
VGK VANGUARD MSCI EUROPE ETF 0.2%
Value ($000) $2,032 Shares 42,384 Est. Cost $54.73 Unrealized
CPRT COPART INC 0.2%
Value ($000) $2,019 Shares 36,435 Est. Cost $5.63 Unrealized +20.7%
DAL DELTA AIR LINES INC 0.2%
Value ($000) $2,001 Shares 40,680 Est. Cost $40.91 Unrealized 0.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $1,935 Shares 43,657 Est. Cost $23.16 Unrealized +50.0%
DISH NETWORK CORP. CORP A 0.2%
Value ($000) $1,921 Shares 33,164 Est. Cost $57.92 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,844 Shares 33,208 Est. Cost $31.25 Unrealized +45.9%
CBRE CBRE GROUP, INC. 0.2%
Value ($000) $1,764 Shares 56,030 Est. Cost $24.28 Unrealized +19.2%
GGP INC 0.2%
Value ($000) $1,756 Shares 70,280 Est. Cost $27.20 Unrealized
GLD SPDR GOLD TRUST 0.2%
Value ($000) $1,750 Shares 15,965 Est. Cost $119.11 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $1,735 Shares 14,526 Est. Cost $14.28 Unrealized +66.1%
DIS WALT DISNEY CO 0.2%
Value ($000) $1,694 Shares 16,250 Est. Cost $72.84 Unrealized +24.5%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $1,663 Shares 14,572 Est. Cost $66.18 Unrealized +27.7%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $1,483 Shares 16,209 Est. Cost $49.67 Unrealized +17.2%
WPP WPP GROUP PLC 0.2%
Value ($000) $1,465 Shares 13,241 Est. Cost $113.47 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,418 Shares 21,666 Est. Cost $44.76 Unrealized +23.7%
HEALTH CARE SELECT SECTOR SPDR 0.2%
Value ($000) $1,413 Shares 20,495 Est. Cost $69.28 Unrealized
EATON VANCE CORP COM NON VTG 0.2%
Value ($000) $1,371 Shares 32,735 Est. Cost $37.60 Unrealized
SITE SITEONE LANDSCAPE SUPPLY, INC. 0.2%
Value ($000) $1,354 Shares 38,990 Est. Cost $29.58 Unrealized +13.5%
SPRINT NEXTEL CORP 0.2%
Value ($000) $1,306 Shares 155,059 Est. Cost $6.63 Unrealized
R RYDER SYS INC 0.2%
Value ($000) $1,280 Shares 17,200 Est. Cost $65.36 Unrealized +12.7%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $1,221 Shares 5 Est. Cost $170664.90 Unrealized +35.2%
POWERSHARES FTSE RAFI US 1000 0.1%
Value ($000) $1,205 Shares 12,105 Est. Cost $78.43 Unrealized
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $1,171 Shares 13,408 Est. Cost $47.91 Unrealized +17.9%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,170 Shares 10,102 Est. Cost $53.13 Unrealized +58.5%
RWT REDWOOD TRUST, INC. 0.1%
Value ($000) $1,161 Shares 76,350 Est. Cost $16.68 Unrealized
SPIRIT AEROSYSTEMS HOLDINGS 0.1%
Value ($000) $1,147 Shares 19,650 Est. Cost $36.32 Unrealized
BB&T CORP 0.1%
Value ($000) $1,127 Shares 23,970 Est. Cost $41.41 Unrealized
UAA UNDER ARMOUR, INC. CLASS A 0.1%
Value ($000) $1,076 Shares 37,025 Est. Cost $39.35 Unrealized -16.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,066 Shares 8,758 Est. Cost $78.57 Unrealized +20.0%
AIVL WISDOMTREE DIVIDEND EX-FIN ETF 0.1%
Value ($000) $1,041 Shares 12,955 Est. Cost $62.84 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.1%
Value ($000) $1,037 Shares 4,680 Est. Cost $142.54 Unrealized +34.6%
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $1,033 Shares 11,668 Est. Cost $64.95 Unrealized
ACN ACCENTURE PLC 0.1%
Value ($000) $1,013 Shares 8,646 Est. Cost $63.08 Unrealized +63.6%
JPMORGAN ALERIAN MLP ETN 0.1%
Value ($000) $1,012 Shares 32,000 Est. Cost $27.44 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $1,009 Shares 18,650 Est. Cost $38.09 Unrealized +9.5%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $981 Shares 5,927 Est. Cost $84.57 Unrealized +71.1%
PPL PPL CORP. 0.1%
Value ($000) $970 Shares 28,475 Est. Cost $16.95 Unrealized +31.5%
EXPRESS SCRIPTS HOLDING CO. 0.1%
Value ($000) $931 Shares 13,537 Est. Cost $68.26 Unrealized
XLE AMEX ENERGY SECTOR SPDR 0.1%
Value ($000) $930 Shares 12,350 Est. Cost $61.82 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $924 Shares 16,569 Est. Cost $42.64 Unrealized +0.5%
T AT&T INC 0.1%
Value ($000) $920 Shares 21,621 Est. Cost $12.12 Unrealized +27.6%
PPG PPG INDS INC 0.1%
Value ($000) $884 Shares 9,326 Est. Cost $77.00 Unrealized +4.7%
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $872 Shares 17,312 Est. Cost $31.57 Unrealized +8.4%
PNC PNC FINANCIAL SVCS GROUP 0.1%
Value ($000) $864 Shares 7,384 Est. Cost $67.68 Unrealized +14.0%
VLO VALERO ENERGY 0.1%
Value ($000) $838 Shares 12,260 Est. Cost $36.73 Unrealized +16.4%
TGT TARGET CORP 0.1%
Value ($000) $821 Shares 11,360 Est. Cost $55.23 Unrealized +0.2%
HII HUNTINGTON INGALLS INDUSTRIES 0.1%
Value ($000) $816 Shares 4,430 Est. Cost $43.35 Unrealized +227.5%
DU PONT E I DE NEMOURS 0.1%
Value ($000) $811 Shares 11,044 Est. Cost $58.37 Unrealized
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $805 Shares 13,782 Est. Cost $31.22 Unrealized +26.6%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $777 Shares 7,190 Est. Cost $61.40 Unrealized +36.8%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $738 Shares 9,503 Est. Cost $43.23 Unrealized +21.8%
INGERSOLL-RAND CO CL A 0.1%
Value ($000) $697 Shares 9,283 Est. Cost $62.01 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $691 Shares 3,367 Est. Cost $187.30 Unrealized
ALLEGHANY CORP DEL 0.1%
Value ($000) $687 Shares 1,130 Est. Cost $391.16 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $677 Shares 9,067 Est. Cost $35.34 Unrealized +79.5%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $669 Shares 4,650 Est. Cost $65.91 Unrealized +69.3%
IYH ISHARES DJ US HEALTHCARE SEC 0.1%
Value ($000) $654 Shares 4,540 Est. Cost $117.10 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $622 Shares 9,202 Est. Cost $16.78 Unrealized +102.5%
VXUS VANGUARD TOTAL INTERNATIONAL S 0.1%
Value ($000) $615 Shares 13,400 Est. Cost $48.36 Unrealized
AETNA INC - NEW 0.1%
Value ($000) $611 Shares 4,930 Est. Cost $123.94 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $600 Shares 4,107 Est. Cost $94.33 Unrealized +21.2%
HARRIS CORP DEL 0.1%
Value ($000) $599 Shares 5,841 Est. Cost $49.22 Unrealized
IOO ISHARES S&P GLOBAL INDEX 100 0.1%
Value ($000) $583 Shares 7,605 Est. Cost $67.57 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $581 Shares 4,138 Est. Cost $107.38 Unrealized +27.4%
STKL SUNOPTA, INC 0.1%
Value ($000) $573 Shares 81,255 Est. Cost $6.96 Unrealized 0.0%
MEAD JOHNSON NUTRI CO COM CL A 0.1%
Value ($000) $567 Shares 8,015 Est. Cost $85.78 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $561 Shares 11,412 Est. Cost $28.53 Unrealized +17.6%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $554 Shares 7,586 Est. Cost $40.65 Unrealized +36.5%
FIS FIDELITY NATIONAL INFORMATION 0.1%
Value ($000) $529 Shares 7,000 Est. Cost $43.50 Unrealized +49.4%
ALLERGAN PLC 0.1%
Value ($000) $529 Shares 2,520 Est. Cost $209.92 Unrealized
NATIONAL-OILWELL VARCO, INC. 0.1%
Value ($000) $527 Shares 14,083 Est. Cost $33.86 Unrealized
NVS NOVARTIS AG-ADR 0.1%
Value ($000) $525 Shares 7,204 Est. Cost $79.13 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $523 Shares 2,250 Est. Cost $62.64 Unrealized +220.4%
SANDERSON FARMS INC 0.1%
Value ($000) $518 Shares 5,500 Est. Cost $66.36 Unrealized
CRANE COMPANY 0.1%
Value ($000) $503 Shares 6,975 Est. Cost $59.82 Unrealized
TORCHMARK CORP 0.1%
Value ($000) $494 Shares 6,697 Est. Cost $63.16 Unrealized
BARD C R INC 0.1%
Value ($000) $483 Shares 2,150 Est. Cost $108.89 Unrealized
ADP AUTOMATIC DATA PROCESS 0.1%
Value ($000) $473 Shares 4,600 Est. Cost $50.55 Unrealized +51.8%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $461 Shares 6,219 Est. Cost $72.81 Unrealized -16.2%
INTERPUBLIC GROUP COS 0.1%
Value ($000) $431 Shares 18,400 Est. Cost $14.88 Unrealized +9.0%
TESORO CORP. 0.1%
Value ($000) $429 Shares 4,900 Est. Cost $79.59 Unrealized
CABELAS INC COM 0.1%
Value ($000) $425 Shares 7,260 Est. Cost $49.29 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $415 Shares 5,717 Est. Cost $50.93 Unrealized +12.2%
PSX PHILLIPS 66 0.0%
Value ($000) $412 Shares 4,767 Est. Cost $45.58 Unrealized +28.7%
SYY SYSCO CORP 0.0%
Value ($000) $395 Shares 7,136 Est. Cost $28.25 Unrealized +45.0%
FACEBOOK INC-A 0.0%
Value ($000) $385 Shares 3,345 Est. Cost $115.10 Unrealized
ROYAL DUTCH SHELL PLC B 0.0%
Value ($000) $374 Shares 6,450 Est. Cost $59.91 Unrealized
HALYARD HEALTH INC 0.0%
Value ($000) $370 Shares 10,000 Est. Cost $28.40 Unrealized
OEF ISHARES S&P 100 INDEX FUND 0.0%
Value ($000) $366 Shares 3,690 Est. Cost $85.58 Unrealized
HOWARD HUGHES CORPORATION 0.0%
Value ($000) $365 Shares 3,200 Est. Cost $113.05 Unrealized
RAYTHEON CO 0.0%
Value ($000) $361 Shares 2,542 Est. Cost $115.20 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $358 Shares 5,027 Est. Cost $52.31 Unrealized +14.3%
D DOMINION RES VA NEW 0.0%
Value ($000) $358 Shares 4,673 Est. Cost $45.93 Unrealized +7.6%
MRSH MARSH & MCLENNAN COS 0.0%
Value ($000) $356 Shares 5,260 Est. Cost $57.32 Unrealized +0.6%
EPP ISHARES MSCI PACIFIC EX-JAPAN 0.0%
Value ($000) $352 Shares 8,900 Est. Cost $44.50 Unrealized
HILTON HOTELS CORP 0.0%
Value ($000) $348 Shares 12,800 Est. Cost $22.50 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $343 Shares 11,555 Est. Cost $20.30 Unrealized +29.4%
MDT MEDTRONIC PLC 0.0%
Value ($000) $342 Shares 4,801 Est. Cost $53.51 Unrealized +16.5%
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $341 Shares 4,402 Est. Cost $62.21 Unrealized +14.2%
WELL HEALTH CARE REIT INC COM 0.0%
Value ($000) $335 Shares 5,000 Est. Cost $44.77 Unrealized +5.6%
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $315 Shares 11,633 Est. Cost $43.53 Unrealized
IWO ISHARES TR RUSSELL 2000 GROWTH 0.0%
Value ($000) $309 Shares 2,010 Est. Cost $112.84 Unrealized
MAGELLAN MIDSTREAM PARTNERS, L 0.0%
Value ($000) $303 Shares 4,000 Est. Cost $54.50 Unrealized
FEDERAL REALTY INV TRUST 0.0%
Value ($000) $299 Shares 2,105 Est. Cost $103.56 Unrealized
SNY SANOFI-AVENTIS 0.0%
Value ($000) $295 Shares 7,300 Est. Cost $45.62 Unrealized
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $288 Shares 3,400 Est. Cost $40.40 Unrealized +88.4%
TPH TRI POINTE HOMES INC. 0.0%
Value ($000) $285 Shares 24,801 Est. Cost $14.33 Unrealized -16.6%
AYI ACUITY BRANDS INC 0.0%
Value ($000) $282 Shares 1,220 Est. Cost $151.50 Unrealized +55.4%
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $268 Shares 2,326 Est. Cost $95.12 Unrealized
TAP MOLSON COORS BREWING CO. 0.0%
Value ($000) $262 Shares 2,690 Est. Cost $59.43 Unrealized +36.1%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $261 Shares 5,501 Est. Cost $26.07 Unrealized +36.2%
AZN ASTRAZENECA PLC - SPONS ADR 0.0%
Value ($000) $257 Shares 9,400 Est. Cost $51.12 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $245 Shares 4,350 Est. Cost $38.11 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $243 Shares 7,835 Est. Cost $22.69 Unrealized -3.4%
SHUTTERFLY, INC. 0.0%
Value ($000) $241 Shares 4,800 Est. Cost $46.67 Unrealized
EQR EQUITY RESIDENTIAL PROPERTIES 0.0%
Value ($000) $239 Shares 3,720 Est. Cost $31.42 Unrealized +40.2%
LAM RESEARCH CORP 0.0%
Value ($000) $236 Shares 2,235 Est. Cost $82.59 Unrealized
OSG AMBAC FINANCIAL GROUP INC. 0.0%
Value ($000) $225 Shares 10,000 Est. Cost $21.85 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $224 Shares 6,945 Est. Cost $25.12 Unrealized +9.4%
NVDA NVIDIA CORP 0.0%
Value ($000) $223 Shares 2,090 Est. Cost $2.06 Unrealized 0.0%
IUTSF ISHARES CDN S&P/TSX 60 INDX FU 0.0%
Value ($000) $219 Shares 9,693 Est. Cost $21.62 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $217 Shares 1,882 Est. Cost $78.61 Unrealized 0.0%
OGCP EMPIRE STATE REALTY OP LP SERI 0.0%
Value ($000) $215 Shares 10,737 Est. Cost $17.98 Unrealized
BLD TOPBUILD CORP 0.0%
Value ($000) $212 Shares 5,942 Est. Cost $34.43 Unrealized 0.0%
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $211 Shares 5,150 Est. Cost $40.72 Unrealized
SUNOCO LOGISTICS PARTNERS LP 0.0%
Value ($000) $209 Shares 8,700 Est. Cost $55.52 Unrealized
RIG TRANSOCEAN LTD. 0.0%
Value ($000) $206 Shares 13,950 Est. Cost $50.78 Unrealized -76.7%
NABORS INDS INC 0.0%
Value ($000) $204 Shares 12,450 Est. Cost $15.29 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $204 Shares 2,087 Est. Cost $67.12 Unrealized 0.0%
CONNECTURE, INC. 0.0%
Value ($000) $97 Shares 57,527 Est. Cost $10.37 Unrealized
WEATHERFORD INTL PLC COM 0.0%
Value ($000) $97 Shares 19,500 Est. Cost $22.99 Unrealized
VEREIT INC 0.0%
Value ($000) $90 Shares 10,582 Est. Cost $7.75 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