FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Diversified Active

CIK: 0000869353 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 15, 2016

Total Value ($000): $2,380,912 (100.0% shares, 0.0% debt)

Holdings (325)

MSFT Microsoft 3.3%
Value ($000) $77,469 Shares 1,513,957 Est. Cost $40.12 Unrealized +14.6%
CVX Chevron Corp 2.7%
Value ($000) $63,918 Shares 609,730 Est. Cost $66.80 Unrealized -0.1%
AAPL Apple Inc 2.5%
Value ($000) $59,176 Shares 618,998 Est. Cost $19.84 Unrealized +14.0%
MRK Merck 2.3%
Value ($000) $55,917 Shares 970,626 Est. Cost $36.84 Unrealized +7.2%
TXN Texas Instruments 2.3%
Value ($000) $55,150 Shares 880,292 Est. Cost $37.64 Unrealized +21.3%
OXY Occidental Petroleum 2.2%
Value ($000) $52,588 Shares 695,974 Est. Cost $58.48 Unrealized -3.0%
UNH UnitedHealth Group 2.1%
Value ($000) $48,969 Shares 346,803 Est. Cost $90.39 Unrealized +26.3%
ABBV AbbVie Inc 2.0%
Value ($000) $47,102 Shares 760,813 Est. Cost $32.59 Unrealized +25.7%
PEP Pepsico 1.9%
Value ($000) $44,524 Shares 420,277 Est. Cost $59.76 Unrealized +29.0%
Raytheon 1.8%
Value ($000) $43,217 Shares 317,893 Est. Cost $104.95 Unrealized
CSCO Cisco Systems 1.7%
Value ($000) $39,943 Shares 1,392,216 Est. Cost $17.10 Unrealized +21.9%
BRK/B Berkshire Hathaway Class B 1.6%
Value ($000) $37,541 Shares 259,274 Est. Cost $137.57 Unrealized +3.9%
IVV iShares Core S&P 500 ETF 1.6%
Value ($000) $36,973 Shares 175,642 Est. Cost $167.18 Unrealized
GOOGL Alphabet Inc Class A 1.5%
Value ($000) $36,895 Shares 52,443 Est. Cost $36.73 Unrealized -0.8%
PM Philip Morris International In 1.5%
Value ($000) $35,570 Shares 349,682 Est. Cost $54.45 Unrealized +12.8%
VZ Verizon Communications 1.5%
Value ($000) $35,476 Shares 635,328 Est. Cost $27.20 Unrealized +15.7%
Time Warner Companies 1.5%
Value ($000) $35,382 Shares 481,125 Est. Cost $59.36 Unrealized
V Visa Inc 1.5%
Value ($000) $34,844 Shares 469,791 Est. Cost $62.46 Unrealized +17.2%
HD Home Depot 1.4%
Value ($000) $34,030 Shares 266,504 Est. Cost $58.29 Unrealized +80.1%
Superior Energy Services Inc 1.4%
Value ($000) $32,451 Shares 1,762,659 Est. Cost $18.54 Unrealized
AMGN Amgen 1.3%
Value ($000) $31,354 Shares 206,069 Est. Cost $91.85 Unrealized +27.0%
XOM Exxon Mobil 1.2%
Value ($000) $29,484 Shares 314,528 Est. Cost $53.81 Unrealized +7.5%
ALL Allstate 1.2%
Value ($000) $29,423 Shares 420,634 Est. Cost $51.81 Unrealized +4.4%
IWM iShares Russell 2000 ETF 1.2%
Value ($000) $29,413 Shares 255,809 Est. Cost $108.46 Unrealized
BC Brunswick 1.2%
Value ($000) $29,392 Shares 648,537 Est. Cost $41.20 Unrealized -2.7%
Suntrust Banks 1.2%
Value ($000) $28,883 Shares 703,097 Est. Cost $36.08 Unrealized
MO Altria Group 1.1%
Value ($000) $26,899 Shares 390,062 Est. Cost $17.28 Unrealized +92.2%
MDT Medtronic PLC 1.1%
Value ($000) $26,248 Shares 302,504 Est. Cost $58.10 Unrealized +9.3%
General Electric 1.1%
Value ($000) $25,358 Shares 805,500 Est. Cost $24.36 Unrealized
GILD Gilead Sciences 1.1%
Value ($000) $25,007 Shares 299,773 Est. Cost $43.78 Unrealized +43.4%
TJX TJX Companies 1.0%
Value ($000) $24,297 Shares 314,608 Est. Cost $28.70 Unrealized +16.2%
EWBC East West Bancorp Inc 1.0%
Value ($000) $23,997 Shares 702,074 Est. Cost $31.78 Unrealized -9.1%
EIX Edison International 1.0%
Value ($000) $23,915 Shares 307,901 Est. Cost $43.51 Unrealized +11.6%
UNP Union Pacific 1.0%
Value ($000) $23,861 Shares 273,473 Est. Cost $68.74 Unrealized -0.7%
Discover Financial Services 1.0%
Value ($000) $23,604 Shares 440,455 Est. Cost $51.05 Unrealized
PFG Principal Financial Group 1.0%
Value ($000) $23,400 Shares 569,203 Est. Cost $33.78 Unrealized -12.8%
MDLZ Mondelez International 1.0%
Value ($000) $23,137 Shares 508,399 Est. Cost $34.67 Unrealized +0.5%
JPM JPMorgan Chase and Company 0.9%
Value ($000) $22,501 Shares 362,100 Est. Cost $42.07 Unrealized +14.9%
JNJ Johnson & Johnson 0.9%
Value ($000) $21,297 Shares 175,572 Est. Cost $72.83 Unrealized +19.5%
TMO Thermo Fisher Scientific 0.9%
Value ($000) $21,119 Shares 142,931 Est. Cost $143.02 Unrealized +0.4%
SYK Stryker 0.9%
Value ($000) $20,855 Shares 174,040 Est. Cost $70.55 Unrealized +42.2%
United Technologies 0.9%
Value ($000) $20,312 Shares 198,074 Est. Cost $95.32 Unrealized
BA Boeing 0.8%
Value ($000) $20,013 Shares 154,103 Est. Cost $99.28 Unrealized +19.4%
EMC Corp/Mass 0.8%
Value ($000) $19,526 Shares 718,644 Est. Cost $28.45 Unrealized
CMCSA Comcast Cl A 0.8%
Value ($000) $18,980 Shares 291,148 Est. Cost $23.89 Unrealized +3.5%
SYF Synchrony Financial 0.8%
Value ($000) $18,651 Shares 737,784 Est. Cost $25.19 Unrealized -7.8%
Extra Space Storage Inc. 0.8%
Value ($000) $18,650 Shares 201,535 Est. Cost $68.24 Unrealized
FDX FedEx Corp 0.7%
Value ($000) $17,594 Shares 115,921 Est. Cost $130.63 Unrealized +6.6%
ETR Entergy 0.7%
Value ($000) $16,959 Shares 208,470 Est. Cost $24.73 Unrealized +6.9%
HON Honeywell International Inc 0.7%
Value ($000) $16,901 Shares 145,296 Est. Cost $60.10 Unrealized +40.1%
BlackRock 0.7%
Value ($000) $16,360 Shares 47,763 Est. Cost $308.43 Unrealized
AJG Arthur J. Gallagher & Co 0.7%
Value ($000) $15,751 Shares 330,909 Est. Cost $36.21 Unrealized +9.2%
Interpublic Group Cos Inc Com 0.7%
Value ($000) $15,658 Shares 677,845 Est. Cost $16.29 Unrealized 0.0%
INTU Intuit 0.7%
Value ($000) $15,611 Shares 139,874 Est. Cost $84.97 Unrealized +14.4%
Six Flags Entertainment Corp 0.7%
Value ($000) $15,538 Shares 268,134 Est. Cost $46.84 Unrealized
T AT & T 0.6%
Value ($000) $14,213 Shares 328,918 Est. Cost $11.84 Unrealized +27.7%
Noble Energy 0.6%
Value ($000) $13,871 Shares 386,691 Est. Cost $55.00 Unrealized
Broadcom LTD 0.6%
Value ($000) $13,113 Shares 84,384 Est. Cost $154.52 Unrealized
CNP CenterPoint Energy 0.5%
Value ($000) $12,872 Shares 536,337 Est. Cost $15.65 Unrealized +3.5%
ACM Aecom Technology Corp 0.5%
Value ($000) $12,529 Shares 394,366 Est. Cost $28.84 Unrealized +5.5%
AEE Ameren 0.5%
Value ($000) $12,273 Shares 229,072 Est. Cost $25.40 Unrealized +46.0%
OII Oceaneering Intl 0.5%
Value ($000) $12,172 Shares 407,620 Est. Cost $52.74 Unrealized -38.1%
CB Chubb Corp 0.5%
Value ($000) $11,836 Shares 90,551 Est. Cost $102.06 Unrealized +1.5%
Checkpoint Software 0.5%
Value ($000) $11,790 Shares 147,976 Est. Cost $66.56 Unrealized
NXPI NXP Semiconductors NV 0.5%
Value ($000) $11,760 Shares 150,115 Est. Cost $53.68 Unrealized +42.0%
SPG Simon Property Group 0.5%
Value ($000) $11,750 Shares 54,173 Est. Cost $93.61 Unrealized +32.6%
PG Procter And Gamble 0.5%
Value ($000) $11,711 Shares 138,308 Est. Cost $56.83 Unrealized +11.4%
DHR Danaher 0.4%
Value ($000) $10,680 Shares 139,520 Est. Cost $40.08 Unrealized 0.0%
MAS MASCO 0.4%
Value ($000) $10,432 Shares 337,155 Est. Cost $23.79 Unrealized +14.9%
MET MetLife 0.4%
Value ($000) $10,314 Shares 258,938 Est. Cost $28.13 Unrealized +0.1%
CMS CMS Energy 0.4%
Value ($000) $10,267 Shares 223,877 Est. Cost $20.12 Unrealized +57.2%
RHHBY Roche Holdings Ltd Spon ADR 0.4%
Value ($000) $10,223 Shares 310,249 Est. Cost $45.30 Unrealized
BMY Bristol-Myers Squibb 0.4%
Value ($000) $10,123 Shares 137,634 Est. Cost $29.54 Unrealized +71.0%
Total S.A. - Spon ADR 0.4%
Value ($000) $9,948 Shares 206,822 Est. Cost $54.09 Unrealized
AMG Affiliated Managers Group, Inc 0.4%
Value ($000) $9,889 Shares 70,250 Est. Cost $136.12 Unrealized +16.4%
DNKEY Danske Bank A/S ADR 0.4%
Value ($000) $9,717 Shares 742,005 Est. Cost $14.15 Unrealized
NTTYY Nippon Telegraph & Telephone A 0.4%
Value ($000) $9,572 Shares 203,310 Est. Cost $28.98 Unrealized
BMO Bank of Montreal 0.4%
Value ($000) $9,183 Shares 144,869 Est. Cost $39.25 Unrealized +9.6%
TD Toronto Dominion Bank 0.4%
Value ($000) $9,115 Shares 212,329 Est. Cost $42.19 Unrealized +3.2%
SVNDY Seven and I Holdings Ltd 0.4%
Value ($000) $9,100 Shares 436,452 Est. Cost $28.33 Unrealized
AMP Ameriprise Financial 0.4%
Value ($000) $8,899 Shares 99,048 Est. Cost $67.24 Unrealized +17.8%
INTC Intel 0.4%
Value ($000) $8,872 Shares 270,494 Est. Cost $17.40 Unrealized +44.3%
EFA iShares MSCI EAFE ETF 0.4%
Value ($000) $8,373 Shares 150,006 Est. Cost $63.71 Unrealized
STWD Starwood Property Trust 0.4%
Value ($000) $8,366 Shares 403,758 Est. Cost $21.36 Unrealized
BAESY BAE Systems PLC - Spon ADR 0.3%
Value ($000) $8,306 Shares 296,432 Est. Cost $28.48 Unrealized
SNN Smith & Nephew PLC - Spon ADR 0.3%
Value ($000) $8,244 Shares 240,202 Est. Cost $46.03 Unrealized
SU Suncor Energy 0.3%
Value ($000) $8,026 Shares 289,427 Est. Cost $20.97 Unrealized -7.3%
KMB Kimberly Clark 0.3%
Value ($000) $7,998 Shares 58,175 Est. Cost $63.05 Unrealized +49.0%
AXAHY AXA-UAP Spons ADR 0.3%
Value ($000) $7,842 Shares 389,757 Est. Cost $25.77 Unrealized
DBSDY DBS Group Holdings ADR 0.3%
Value ($000) $7,794 Shares 165,766 Est. Cost $58.79 Unrealized
BCE BCE Inc 0.3%
Value ($000) $7,658 Shares 161,873 Est. Cost $22.22 Unrealized +17.5%
SLB Schlumberger 0.3%
Value ($000) $6,964 Shares 88,059 Est. Cost $57.63 Unrealized +1.1%
PRU Prudential Financial Inc 0.3%
Value ($000) $6,895 Shares 96,647 Est. Cost $51.71 Unrealized -5.3%
IMBBY Imperial Brands PLC ADR 0.3%
Value ($000) $6,774 Shares 62,504 Est. Cost $110.97 Unrealized
VWO Vanguard FTSE Emerging Market 0.3%
Value ($000) $6,465 Shares 183,516 Est. Cost $38.35 Unrealized
KT KT Corp SP ADR 0.3%
Value ($000) $6,380 Shares 447,410 Est. Cost $13.46 Unrealized
BAYRY Bayer AG-ADR 0.3%
Value ($000) $6,301 Shares 63,017 Est. Cost $137.61 Unrealized
DXJ Wisdomtree Japan Hedged 0.3%
Value ($000) $6,143 Shares 158,413 Est. Cost $51.05 Unrealized
Du Pont 0.3%
Value ($000) $6,082 Shares 93,860 Est. Cost $54.25 Unrealized
Eaton Corp PLC 0.3%
Value ($000) $6,037 Shares 101,064 Est. Cost $67.09 Unrealized
MMM 3M Company 0.3%
Value ($000) $6,022 Shares 34,391 Est. Cost $66.81 Unrealized +53.4%
CLPHY CLP Holdings Ltd - Spons ADR 0.3%
Value ($000) $5,986 Shares 587,810 Est. Cost $10.18 Unrealized
FMS Fresenius Medical ADR 0.2%
Value ($000) $5,796 Shares 133,030 Est. Cost $43.57 Unrealized
Intercontinental Hotels ADR 0.2%
Value ($000) $5,676 Shares 151,330 Est. Cost $37.51 Unrealized
MCD McDonalds 0.2%
Value ($000) $5,627 Shares 46,752 Est. Cost $71.32 Unrealized +39.0%
IBM International Business Machine 0.2%
Value ($000) $5,546 Shares 36,542 Est. Cost $117.44 Unrealized -19.0%
CBRL Cracker Barrel Old Country Sto 0.2%
Value ($000) $5,206 Shares 30,360 Est. Cost $102.26 Unrealized 0.0%
YARIY Yara International ASA 0.2%
Value ($000) $5,135 Shares 162,890 Est. Cost $47.19 Unrealized
WFC Wells Fargo 0.2%
Value ($000) $5,129 Shares 108,367 Est. Cost $29.82 Unrealized +24.8%
RYAAY Ryanair Holdings PLC ADR 0.2%
Value ($000) $5,040 Shares 72,472 Est. Cost $78.46 Unrealized
PFE Pfizer 0.2%
Value ($000) $5,007 Shares 142,201 Est. Cost $17.68 Unrealized +19.1%
USB US Bancorp 0.2%
Value ($000) $4,985 Shares 123,613 Est. Cost $23.19 Unrealized +25.8%
CNI Canadian Natl Railway 0.2%
Value ($000) $4,971 Shares 84,161 Est. Cost $54.72 Unrealized -7.6%
CAH Cardinal Health 0.2%
Value ($000) $4,951 Shares 63,460 Est. Cost $34.27 Unrealized +75.9%
SUHJY Sun Hung Kai Properties Ltd Sp 0.2%
Value ($000) $4,577 Shares 381,570 Est. Cost $15.52 Unrealized
IJR iShares Core S&P Sm Cap ETF 0.2%
Value ($000) $4,532 Shares 38,997 Est. Cost $107.42 Unrealized
TEVA Teva Pharmaceutical-ADR 0.2%
Value ($000) $4,208 Shares 83,780 Est. Cost $56.97 Unrealized
NKE Nike 0.2%
Value ($000) $3,806 Shares 68,947 Est. Cost $43.49 Unrealized +15.7%
ACWX iShares MSCI ACWI ex-US Index 0.2%
Value ($000) $3,784 Shares 97,127 Est. Cost $40.59 Unrealized
TRV Travelers Companies 0.2%
Value ($000) $3,766 Shares 31,635 Est. Cost $63.31 Unrealized +44.5%
AVY Avery Dennison Corp 0.2%
Value ($000) $3,682 Shares 49,255 Est. Cost $62.34 Unrealized 0.0%
HUM Humana 0.2%
Value ($000) $3,652 Shares 20,303 Est. Cost $71.14 Unrealized +130.8%
VEA Vanguard FTSE Developed Market 0.2%
Value ($000) $3,624 Shares 102,497 Est. Cost $36.73 Unrealized
MSADY MS&AD Insurance Group ADR 0.1%
Value ($000) $3,553 Shares 278,460 Est. Cost $12.76 Unrealized
PSX Phillips 66 0.1%
Value ($000) $3,548 Shares 44,724 Est. Cost $39.69 Unrealized +42.9%
GIS General Mills 0.1%
Value ($000) $3,379 Shares 47,379 Est. Cost $32.15 Unrealized +41.4%
NWL Newell Rubbermaid 0.1%
Value ($000) $3,369 Shares 69,360 Est. Cost $31.35 Unrealized 0.0%
INGR Ingredion 0.1%
Value ($000) $3,231 Shares 24,965 Est. Cost $70.10 Unrealized +66.0%
DIS Disney Walt 0.1%
Value ($000) $3,196 Shares 32,672 Est. Cost $70.81 Unrealized +30.2%
CAT Caterpillar 0.1%
Value ($000) $3,129 Shares 41,273 Est. Cost $71.26 Unrealized -16.1%
LLY Eli Lilly 0.1%
Value ($000) $3,040 Shares 38,604 Est. Cost $50.76 Unrealized +26.3%
NEE Nextera Energy Inc 0.1%
Value ($000) $2,970 Shares 22,777 Est. Cost $14.15 Unrealized +66.0%
COP ConocoPhillips 0.1%
Value ($000) $2,822 Shares 64,720 Est. Cost $43.28 Unrealized -24.2%
BB&T Corporation 0.1%
Value ($000) $2,778 Shares 78,003 Est. Cost $35.24 Unrealized
GOOG Alphabet Inc Class C 0.1%
Value ($000) $2,731 Shares 3,946 Est. Cost $35.61 Unrealized +0.1%
BEN Franklin Resources 0.1%
Value ($000) $2,533 Shares 75,920 Est. Cost $29.20 Unrealized -22.8%
KO Coca-Cola 0.1%
Value ($000) $2,331 Shares 51,418 Est. Cost $29.35 Unrealized +13.5%
ABT Abbott Laboratories 0.1%
Value ($000) $2,304 Shares 58,617 Est. Cost $28.85 Unrealized +15.6%
IJH iShares Core S&P Midcap ETF 0.1%
Value ($000) $2,155 Shares 14,428 Est. Cost $129.72 Unrealized
SBUX Starbucks Coffee 0.1%
Value ($000) $2,124 Shares 37,180 Est. Cost $34.66 Unrealized +34.0%
AMZN Amazon.com 0.1%
Value ($000) $2,018 Shares 2,820 Est. Cost $28.25 Unrealized +19.7%
TSN Tyson Foods, Inc Cl A 0.1%
Value ($000) $1,992 Shares 29,831 Est. Cost $30.41 Unrealized +67.9%
Costco Wholesale Corp 0.1%
Value ($000) $1,948 Shares 12,404 Est. Cost $124.25 Unrealized
Financial Select Sector SPDR 0.1%
Value ($000) $1,868 Shares 81,704 Est. Cost $23.29 Unrealized
Foot Locker 0.1%
Value ($000) $1,851 Shares 33,749 Est. Cost $44.81 Unrealized
ADI Analog Devices 0.1%
Value ($000) $1,832 Shares 32,352 Est. Cost $34.86 Unrealized +36.3%
PNC PNC Financial Services Group 0.1%
Value ($000) $1,788 Shares 21,974 Est. Cost $48.66 Unrealized +29.4%
ICF iShares Cohen & Steers REIT ET 0.1%
Value ($000) $1,780 Shares 16,455 Est. Cost $79.26 Unrealized
PPG PPG Industries 0.1%
Value ($000) $1,672 Shares 16,050 Est. Cost $76.79 Unrealized +19.2%
COF Capital One Financial 0.1%
Value ($000) $1,611 Shares 25,370 Est. Cost $47.34 Unrealized +23.9%
Royal Dutch Shell PLC A 0.1%
Value ($000) $1,578 Shares 28,570 Est. Cost $63.67 Unrealized
C Citigroup 0.1%
Value ($000) $1,528 Shares 36,050 Est. Cost $35.93 Unrealized -7.9%
CME CME Group 0.1%
Value ($000) $1,510 Shares 15,500 Est. Cost $54.29 Unrealized +21.3%
GD General Dynamics 0.1%
Value ($000) $1,433 Shares 10,290 Est. Cost $56.44 Unrealized +100.3%
Unilever NV New York Shrs 0.1%
Value ($000) $1,414 Shares 30,134 Est. Cost $40.72 Unrealized
WMT Wal Mart Stores 0.1%
Value ($000) $1,310 Shares 17,943 Est. Cost $19.98 Unrealized -2.3%
MA Mastercard Cl A 0.1%
Value ($000) $1,287 Shares 14,615 Est. Cost $70.81 Unrealized +27.5%
BAX Baxter International 0.1%
Value ($000) $1,200 Shares 26,549 Est. Cost $30.90 Unrealized +21.3%
DVY iShares Select Dividend ETF 0.1%
Value ($000) $1,198 Shares 14,049 Est. Cost $71.17 Unrealized
CVS CVS Health 0.0%
Value ($000) $1,176 Shares 12,287 Est. Cost $57.43 Unrealized +29.7%
TE Connectivity LTD 0.0%
Value ($000) $1,155 Shares 20,224 Est. Cost $55.75 Unrealized
NSRGY Nestle S A Rep Rg Sh ADR 0.0%
Value ($000) $1,139 Shares 14,732 Est. Cost $71.71 Unrealized
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $1,124 Shares 20,076 Est. Cost $53.19 Unrealized
Dow Chemical 0.0%
Value ($000) $1,089 Shares 21,894 Est. Cost $38.74 Unrealized
Kimco Realty 0.0%
Value ($000) $1,042 Shares 33,200 Est. Cost $20.41 Unrealized
CASY Casey's General Stores 0.0%
Value ($000) $1,039 Shares 7,900 Est. Cost $53.46 Unrealized +102.4%
SCHH Schwab US REIT ETF 0.0%
Value ($000) $1,030 Shares 23,713 Est. Cost $33.86 Unrealized
IBB iShares Nasdaq Biotech Index 0.0%
Value ($000) $1,029 Shares 4,000 Est. Cost $257.25 Unrealized
BK Bank of New York Co 0.0%
Value ($000) $1,029 Shares 26,486 Est. Cost $21.37 Unrealized +45.2%
Health Care Select Sector SPDR 0.0%
Value ($000) $1,013 Shares 14,123 Est. Cost $67.18 Unrealized
EZU iShares MSCI EMU ETF 0.0%
Value ($000) $1,011 Shares 31,339 Est. Cost $36.16 Unrealized
EPP iShares MSCI Pacific ex Japan 0.0%
Value ($000) $984 Shares 25,106 Est. Cost $41.37 Unrealized
AXP American Express 0.0%
Value ($000) $977 Shares 16,072 Est. Cost $58.30 Unrealized -5.2%
ESS Essex Property Trust 0.0%
Value ($000) $977 Shares 4,285 Est. Cost $108.97 Unrealized +48.8%
EW Edwards Lifesciences CP 0.0%
Value ($000) $969 Shares 9,720 Est. Cost $19.35 Unrealized +76.8%
Monsanto 0.0%
Value ($000) $948 Shares 9,163 Est. Cost $98.54 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $895 Shares 5,276 Est. Cost $91.04 Unrealized +51.9%
AIG American Intl Group 0.0%
Value ($000) $879 Shares 16,611 Est. Cost $34.42 Unrealized +25.8%
HOG Harley-Davidson 0.0%
Value ($000) $835 Shares 18,439 Est. Cost $53.85 Unrealized -14.5%
ADM Archer-Daniels Midland 0.0%
Value ($000) $829 Shares 19,337 Est. Cost $23.37 Unrealized +28.3%
SPY SPDR S&P 500 ETF Trust 0.0%
Value ($000) $828 Shares 3,955 Est. Cost $176.53 Unrealized
MCO Moody's Corporation 0.0%
Value ($000) $825 Shares 8,800 Est. Cost $53.10 Unrealized +65.9%
Novartis AG 0.0%
Value ($000) $759 Shares 9,201 Est. Cost $83.39 Unrealized
MTB M&T Bank 0.0%
Value ($000) $753 Shares 6,370 Est. Cost $82.75 Unrealized +6.6%
QCOM Qualcomm 0.0%
Value ($000) $739 Shares 13,800 Est. Cost $42.81 Unrealized -5.9%
PEG Public Svc Enterprise Group 0.0%
Value ($000) $735 Shares 15,768 Est. Cost $21.73 Unrealized +49.6%
BFH Alliance Data Systems 0.0%
Value ($000) $730 Shares 3,725 Est. Cost $119.17 Unrealized +20.6%
WY Weyerhaeuser 0.0%
Value ($000) $704 Shares 23,653 Est. Cost $18.41 Unrealized +14.7%
Oneok Partners LP 0.0%
Value ($000) $703 Shares 17,558 Est. Cost $53.00 Unrealized
AMT American Tower 0.0%
Value ($000) $690 Shares 6,070 Est. Cost $57.53 Unrealized +45.6%
LEA Lear Corp 0.0%
Value ($000) $683 Shares 6,710 Est. Cost $58.99 Unrealized +59.1%
Ingersoll Rand 0.0%
Value ($000) $681 Shares 10,695 Est. Cost $61.56 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $674 Shares 8,094 Est. Cost $79.58 Unrealized
Sovran Self Storage Inc. 0.0%
Value ($000) $665 Shares 6,341 Est. Cost $76.53 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $652 Shares 5,419 Est. Cost $72.68 Unrealized +43.9%
UDR UDR Inc 0.0%
Value ($000) $644 Shares 17,451 Est. Cost $16.25 Unrealized +56.6%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $635 Shares 5,432 Est. Cost $94.99 Unrealized
Dr. Pepper Snapple Group 0.0%
Value ($000) $625 Shares 6,463 Est. Cost $50.97 Unrealized
Technology Select Sect SPDR 0.0%
Value ($000) $617 Shares 14,235 Est. Cost $39.68 Unrealized
Energy Select Sector SPDR 0.0%
Value ($000) $614 Shares 8,993 Est. Cost $60.34 Unrealized
Welltower Inc 0.0%
Value ($000) $607 Shares 7,974 Est. Cost $69.30 Unrealized
Diageo 0.0%
Value ($000) $593 Shares 5,255 Est. Cost $127.42 Unrealized
Invesco LTD 0.0%
Value ($000) $583 Shares 22,820 Est. Cost $32.15 Unrealized
EMR Emerson Electric 0.0%
Value ($000) $582 Shares 11,166 Est. Cost $39.47 Unrealized +5.2%
SCZ iShares MSCI EAFE Small Cap in 0.0%
Value ($000) $578 Shares 11,982 Est. Cost $48.81 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $573 Shares 64,050 Est. Cost $5.41 Unrealized +21.6%
L Brands 0.0%
Value ($000) $568 Shares 8,467 Est. Cost $63.23 Unrealized
DGX Quest Diagnostics 0.0%
Value ($000) $562 Shares 6,900 Est. Cost $53.68 Unrealized +17.3%
Celgene Corp 0.0%
Value ($000) $560 Shares 5,680 Est. Cost $124.19 Unrealized
Express Scripts Holding Compan 0.0%
Value ($000) $552 Shares 7,282 Est. Cost $86.18 Unrealized
FMC FMC 0.0%
Value ($000) $546 Shares 11,800 Est. Cost $40.72 Unrealized -23.1%
MS Morgan Stanley 0.0%
Value ($000) $541 Shares 20,840 Est. Cost $23.43 Unrealized -15.1%
BXP Boston Properties 0.0%
Value ($000) $534 Shares 4,050 Est. Cost $64.68 Unrealized +33.5%
MRSH Marsh & McLennan 0.0%
Value ($000) $532 Shares 7,775 Est. Cost $31.59 Unrealized +73.0%
iShares MSCI Japan ETF 0.0%
Value ($000) $512 Shares 44,556 Est. Cost $11.92 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $508 Shares 4,520 Est. Cost $87.68 Unrealized 0.0%
Umpqua Holdings 0.0%
Value ($000) $508 Shares 32,833 Est. Cost $16.27 Unrealized
CL Colgate-Palmolive 0.0%
Value ($000) $501 Shares 6,850 Est. Cost $44.85 Unrealized +26.9%
CSX CSX 0.0%
Value ($000) $496 Shares 19,000 Est. Cost $9.72 Unrealized -22.0%
FISV Fiserv 0.0%
Value ($000) $496 Shares 4,558 Est. Cost $25.58 Unrealized +101.2%
LMT Lockheed Martin 0.0%
Value ($000) $493 Shares 1,985 Est. Cost $74.72 Unrealized +144.0%
MCK McKesson 0.0%
Value ($000) $490 Shares 2,627 Est. Cost $163.23 Unrealized -0.4%
ED Consolidated Edison 0.0%
Value ($000) $490 Shares 6,096 Est. Cost $37.45 Unrealized +42.0%
Forest City Realty Trust Inc A 0.0%
Value ($000) $486 Shares 21,795 Est. Cost $21.93 Unrealized
iShares MSCI United Kingdom In 0.0%
Value ($000) $476 Shares 30,964 Est. Cost $17.08 Unrealized
Nordstrom 0.0%
Value ($000) $472 Shares 12,398 Est. Cost $63.42 Unrealized
UPS United Parcel Service CL B 0.0%
Value ($000) $453 Shares 4,201 Est. Cost $63.68 Unrealized +14.8%
SEOAY Stora Enso Oyj 0.0%
Value ($000) $452 Shares 56,676 Est. Cost $8.61 Unrealized
XYL Xylem 0.0%
Value ($000) $446 Shares 10,000 Est. Cost $38.66 Unrealized 0.0%
Prologis Inc 0.0%
Value ($000) $440 Shares 8,975 Est. Cost $38.13 Unrealized
Wyndham Worldwide Corp 0.0%
Value ($000) $438 Shares 6,150 Est. Cost $62.92 Unrealized
CF CF Industries Holdings 0.0%
Value ($000) $431 Shares 17,868 Est. Cost $42.61 Unrealized -46.8%
MPC Marathon Petroleum 0.0%
Value ($000) $428 Shares 11,264 Est. Cost $32.66 Unrealized -16.7%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $423 Shares 5,035 Est. Cost $76.31 Unrealized
EWC iShares MSCI Canada ETF 0.0%
Value ($000) $418 Shares 17,061 Est. Cost $23.60 Unrealized
LEG Leggett & Platt 0.0%
Value ($000) $416 Shares 8,145 Est. Cost $34.55 Unrealized +42.5%
GlaxoSmithKline plc ADR 0.0%
Value ($000) $414 Shares 9,541 Est. Cost $48.15 Unrealized
VNQ Vanguard REIT VIPERs ETF 0.0%
Value ($000) $412 Shares 4,645 Est. Cost $74.83 Unrealized
Dun & Bradstreet 0.0%
Value ($000) $400 Shares 3,285 Est. Cost $97.41 Unrealized
SPGI S&P Global Inc 0.0%
Value ($000) $386 Shares 3,600 Est. Cost $96.34 Unrealized 0.0%
APD Air Products & Chemicals 0.0%
Value ($000) $386 Shares 2,720 Est. Cost $62.43 Unrealized +68.0%
Bard, C.R. 0.0%
Value ($000) $384 Shares 1,635 Est. Cost $134.12 Unrealized
ADP Automatic Data Processing 0.0%
Value ($000) $379 Shares 4,129 Est. Cost $53.94 Unrealized +33.1%
BAC Bank of America 0.0%
Value ($000) $373 Shares 28,124 Est. Cost $13.30 Unrealized -14.8%
MUSA Murphy USA Inc. 0.0%
Value ($000) $370 Shares 4,990 Est. Cost $58.04 Unrealized +9.1%
WM Waste Management 0.0%
Value ($000) $365 Shares 5,512 Est. Cost $45.95 Unrealized +10.2%
BUD Anheuser Busch 0.0%
Value ($000) $362 Shares 2,751 Est. Cost $114.87 Unrealized
GLW Corning 0.0%
Value ($000) $358 Shares 17,475 Est. Cost $12.56 Unrealized +23.6%
IP International Paper 0.0%
Value ($000) $357 Shares 8,424 Est. Cost $26.11 Unrealized +0.7%
ALK Alaska Air Group 0.0%
Value ($000) $352 Shares 6,037 Est. Cost $42.87 Unrealized +49.8%
FBIN Fortune Brands Home & Security 0.0%
Value ($000) $352 Shares 6,071 Est. Cost $28.35 Unrealized +49.6%
DUK Duke Energy 0.0%
Value ($000) $351 Shares 4,097 Est. Cost $42.96 Unrealized +25.3%
DPZ Domino's Pizza 0.0%
Value ($000) $349 Shares 2,655 Est. Cost $65.66 Unrealized +73.9%
PNRG Primeenergy Corp 0.0%
Value ($000) $349 Shares 5,750 Est. Cost $47.27 Unrealized 0.0%
PCG P G & E Corporation 0.0%
Value ($000) $348 Shares 5,450 Est. Cost $52.19 Unrealized +8.3%
TDY Teledyne Technologies Inc 0.0%
Value ($000) $347 Shares 3,500 Est. Cost $76.20 Unrealized +24.1%
ABBNY ABB Limited ADR 0.0%
Value ($000) $345 Shares 17,385 Est. Cost $19.84 Unrealized
Northwest Natural Gas 0.0%
Value ($000) $339 Shares 5,234 Est. Cost $45.82 Unrealized
POR Portland General Electric Co 0.0%
Value ($000) $325 Shares 7,370 Est. Cost $19.64 Unrealized +45.3%
PFF iShares S&P US Preferred Stock 0.0%
Value ($000) $310 Shares 7,760 Est. Cost $38.61 Unrealized
JLL Jones Lang Lasalle Inc 0.0%
Value ($000) $309 Shares 3,175 Est. Cost $121.60 Unrealized -7.5%
Apache 0.0%
Value ($000) $308 Shares 5,529 Est. Cost $40.07 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $302 Shares 17,180 Est. Cost $12.59 Unrealized +1.3%
ORCL Oracle Corporation 0.0%
Value ($000) $301 Shares 7,351 Est. Cost $33.29 Unrealized +3.9%
Allergan Inc 0.0%
Value ($000) $297 Shares 1,284 Est. Cost $231.31 Unrealized
TM Toyota Motor Corp 0.0%
Value ($000) $289 Shares 2,895 Est. Cost $136.94 Unrealized
Powershares QQQ Trust Nasdaq 1 0.0%
Value ($000) $289 Shares 2,692 Est. Cost $104.52 Unrealized
CAG Conagra Foods 0.0%
Value ($000) $286 Shares 5,990 Est. Cost $17.60 Unrealized +44.0%
IYE iShares U.S. Energy ETF 0.0%
Value ($000) $283 Shares 7,390 Est. Cost $33.87 Unrealized
ALB Albemarle 0.0%
Value ($000) $278 Shares 3,500 Est. Cost $47.90 Unrealized +34.4%
MGA Magna International Cl A 0.0%
Value ($000) $275 Shares 7,850 Est. Cost $30.16 Unrealized +0.4%
D Dominion Resources VA 0.0%
Value ($000) $271 Shares 3,472 Est. Cost $36.09 Unrealized +32.3%
DVA DaVita HealthCare Partners 0.0%
Value ($000) $271 Shares 3,500 Est. Cost $63.64 Unrealized +18.8%
FLR Fluor Corp (NEW) 0.0%
Value ($000) $267 Shares 5,420 Est. Cost $47.71 Unrealized 0.0%
DVN Devon Energy 0.0%
Value ($000) $263 Shares 7,254 Est. Cost $23.84 Unrealized 0.0%
Kellogg 0.0%
Value ($000) $261 Shares 3,200 Est. Cost $46.35 Unrealized +9.9%
Mer Lynch Cap TR I 6.450% Ser 0.0%
Value ($000) $261 Shares 10,055 Est. Cost $25.46 Unrealized
SYNA Synaptics Inc 0.0%
Value ($000) $260 Shares 4,835 Est. Cost $60.15 Unrealized +14.2%
KHC The Kraft Heinz Co 0.0%
Value ($000) $255 Shares 2,886 Est. Cost $47.82 Unrealized +12.1%
VB Vanguard Small Cap ETF 0.0%
Value ($000) $252 Shares 2,176 Est. Cost $108.57 Unrealized
Cooper Companies 0.0%
Value ($000) $251 Shares 1,465 Est. Cost $118.99 Unrealized
NSC Norfolk Southern 0.0%
Value ($000) $251 Shares 2,952 Est. Cost $58.95 Unrealized +18.3%
LUV Southwest Airlines 0.0%
Value ($000) $249 Shares 6,344 Est. Cost $39.02 Unrealized -2.2%
DE Deere & Company 0.0%
Value ($000) $249 Shares 3,075 Est. Cost $66.06 Unrealized +5.9%
SO Southern Company 0.0%
Value ($000) $238 Shares 4,429 Est. Cost $32.30 Unrealized +4.1%
IJK iShares S&P Mid-Cap 400 Growth 0.0%
Value ($000) $237 Shares 1,399 Est. Cost $151.64 Unrealized
IDA Idacorp Inc 0.0%
Value ($000) $235 Shares 2,890 Est. Cost $67.36 Unrealized +9.5%
Welltower 6.5% Ser I 0.0%
Value ($000) $234 Shares 3,450 Est. Cost $60.87 Unrealized
SMFG Sumitomo Mitsui Financial Grou 0.0%
Value ($000) $232 Shares 40,552 Est. Cost $9.74 Unrealized
PPL PPL Corp. 0.0%
Value ($000) $231 Shares 6,119 Est. Cost $22.88 Unrealized +8.2%
META Facebook, Inc. 0.0%
Value ($000) $229 Shares 2,008 Est. Cost $104.78 Unrealized +9.2%
FFIV F5 Networks Inc. 0.0%
Value ($000) $228 Shares 2,000 Est. Cost $107.52 Unrealized 0.0%
Anadarko Petroleum 0.0%
Value ($000) $225 Shares 4,229 Est. Cost $53.20 Unrealized
Du Pont Nemours Pfd Series B 0.0%
Value ($000) $225 Shares 2,160 Est. Cost $97.41 Unrealized
MSI Motorola Solutions 0.0%
Value ($000) $225 Shares 3,404 Est. Cost $47.09 Unrealized +30.1%
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $224 Shares 1,808 Est. Cost $111.48 Unrealized
Duke Energy Corp New Jr Sub De 0.0%
Value ($000) $219 Shares 8,160 Est. Cost $25.61 Unrealized
Digital Realty Trust 6.35% Pfd 0.0%
Value ($000) $219 Shares 8,260 Est. Cost $25.67 Unrealized
SHW Sherwin-Williams 0.0%
Value ($000) $218 Shares 741 Est. Cost $78.73 Unrealized +13.2%
Public Storage 5.2% Ser W 0.0%
Value ($000) $217 Shares 8,290 Est. Cost $24.97 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $216 Shares 11,825 Est. Cost $6.50 Unrealized +19.4%
Waste Connections 0.0%
Value ($000) $216 Shares 3,000 Est. Cost $72.00 Unrealized
Cigna 0.0%
Value ($000) $215 Shares 1,677 Est. Cost $129.28 Unrealized
Genl Growth Properties 6.375% 0.0%
Value ($000) $214 Shares 8,010 Est. Cost $24.97 Unrealized
BIIB Biogen Idec 0.0%
Value ($000) $212 Shares 878 Est. Cost $287.35 Unrealized -8.3%
LOW Lowe's Companies 0.0%
Value ($000) $211 Shares 2,664 Est. Cost $61.59 Unrealized +5.2%
Pitney Bowes 6.7% 0.0%
Value ($000) $210 Shares 7,690 Est. Cost $26.92 Unrealized
Kimco Realty Corp 6% Pfd Ser I 0.0%
Value ($000) $208 Shares 7,990 Est. Cost $24.81 Unrealized
Verizon Communications Sr Nt 5 0.0%
Value ($000) $207 Shares 7,540 Est. Cost $27.59 Unrealized
MKC McCormick & Co 0.0%
Value ($000) $207 Shares 1,945 Est. Cost $40.65 Unrealized 0.0%
HELE Helen of Troy 0.0%
Value ($000) $206 Shares 2,000 Est. Cost $93.35 Unrealized +8.1%
HII Huntington Ingalls Industries 0.0%
Value ($000) $205 Shares 1,220 Est. Cost $126.27 Unrealized 0.0%
VV Vanguard Large-Cap ETF 0.0%
Value ($000) $205 Shares 2,134 Est. Cost $96.06 Unrealized
VLO Valero Energy 0.0%
Value ($000) $201 Shares 3,945 Est. Cost $37.66 Unrealized +2.2%
IYF iShares U.S. Financials ETF 0.0%
Value ($000) $200 Shares 2,330 Est. Cost $86.63 Unrealized
EADSY Airbus Group NV ADR 0.0%
Value ($000) $166 Shares 11,540 Est. Cost $17.83 Unrealized
HP, Inc. 0.0%
Value ($000) $145 Shares 11,523 Est. Cost $25.06 Unrealized
Alcoa Inc 0.0%
Value ($000) $120 Shares 12,955 Est. Cost $11.07 Unrealized
PBT Permian Basin Rty Trust 0.0%
Value ($000) $117 Shares 16,000 Est. Cost $8.06 Unrealized
Aegon N.V. - Amer Reg Shrs 0.0%
Value ($000) $81 Shares 20,303 Est. Cost $8.77 Unrealized
F S Investment Corp 0.0%
Value ($000) $78 Shares 10,025 Est. Cost $8.28 Unrealized
Precision Drilling Corporation 0.0%
Value ($000) $64 Shares 12,110 Est. Cost $4.74 Unrealized
FCISX Franklin Income Fund 0.0%
Value ($000) $55 Shares 24,900 Est. Cost $2.13 Unrealized
LYG Lloyds Banking Group PLC 0.0%
Value ($000) $42 Shares 14,085 Est. Cost $5.08 Unrealized
Otis Gold Corporation 0.0%
Value ($000) $1 Shares 10,000 Est. Cost Unrealized