FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Diversified Active

CIK: 0000869353 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Apr 24, 2017

Total Value ($000): $2,598,855 (100.0% shares, 0.0% debt)

Holdings (347)

MSFT Microsoft 3.8%
Value ($000) $98,650 Shares 1,497,865 Est. Cost $40.30 Unrealized +43.5%
MRK Merck 2.9%
Value ($000) $74,982 Shares 1,180,076 Est. Cost $38.12 Unrealized +20.8%
CVX Chevron Corp 2.7%
Value ($000) $70,239 Shares 654,173 Est. Cost $67.47 Unrealized +13.8%
CSCO Cisco Systems 2.4%
Value ($000) $62,669 Shares 1,854,109 Est. Cost $18.98 Unrealized +30.3%
TXN Texas Instruments 2.1%
Value ($000) $54,368 Shares 674,872 Est. Cost $37.64 Unrealized +61.1%
AAPL Apple Inc 2.1%
Value ($000) $53,897 Shares 375,168 Est. Cost $19.84 Unrealized +53.4%
OXY Occidental Petroleum 1.8%
Value ($000) $46,430 Shares 732,805 Est. Cost $57.21 Unrealized -8.9%
PEP Pepsico 1.8%
Value ($000) $46,091 Shares 412,039 Est. Cost $60.25 Unrealized +36.0%
ABBV AbbVie Inc 1.7%
Value ($000) $45,169 Shares 693,196 Est. Cost $32.72 Unrealized +32.9%
Suntrust Banks 1.7%
Value ($000) $44,877 Shares 811,512 Est. Cost $39.05 Unrealized
GOOGL Alphabet Inc Class A 1.7%
Value ($000) $43,046 Shares 50,774 Est. Cost $36.80 Unrealized +13.4%
BRK/B Berkshire Hathaway Class B 1.7%
Value ($000) $43,039 Shares 258,211 Est. Cost $137.57 Unrealized +21.6%
HON Honeywell International Inc 1.7%
Value ($000) $42,980 Shares 344,198 Est. Cost $75.63 Unrealized +21.5%
IVV iShares Core S&P 500 ETF 1.6%
Value ($000) $42,179 Shares 177,769 Est. Cost $170.03 Unrealized
Time Warner Companies 1.6%
Value ($000) $40,898 Shares 418,560 Est. Cost $65.18 Unrealized
JPM JPMorgan Chase and Company 1.5%
Value ($000) $39,478 Shares 449,429 Est. Cost $44.76 Unrealized +55.7%
Raytheon 1.5%
Value ($000) $38,632 Shares 253,325 Est. Cost $106.00 Unrealized
IWM iShares Russell 2000 ETF 1.5%
Value ($000) $37,707 Shares 274,269 Est. Cost $110.17 Unrealized
HD Home Depot 1.4%
Value ($000) $37,188 Shares 253,273 Est. Cost $58.29 Unrealized +96.2%
Centennial Resource Developmen 1.4%
Value ($000) $36,335 Shares 1,993,162 Est. Cost $19.53 Unrealized
WFC Wells Fargo 1.4%
Value ($000) $35,301 Shares 634,208 Est. Cost $42.70 Unrealized +3.9%
PM Philip Morris International In 1.4%
Value ($000) $35,270 Shares 312,396 Est. Cost $56.48 Unrealized +16.1%
ALL Allstate 1.2%
Value ($000) $31,687 Shares 388,851 Est. Cost $53.82 Unrealized +19.9%
AMGN Amgen 1.2%
Value ($000) $31,667 Shares 193,008 Est. Cost $101.81 Unrealized +24.9%
HAS Hasbro 1.2%
Value ($000) $30,745 Shares 308,004 Est. Cost $60.16 Unrealized +13.5%
MO Altria Group 1.2%
Value ($000) $30,447 Shares 426,315 Est. Cost $18.75 Unrealized +105.6%
PFG Principal Financial Group 1.1%
Value ($000) $29,686 Shares 470,384 Est. Cost $36.21 Unrealized +20.4%
UNH UnitedHealth Group 1.1%
Value ($000) $29,510 Shares 179,927 Est. Cost $90.39 Unrealized +57.2%
GD General Dynamics 1.0%
Value ($000) $26,841 Shares 143,380 Est. Cost $121.76 Unrealized +24.9%
BA Boeing 1.0%
Value ($000) $26,401 Shares 149,278 Est. Cost $99.82 Unrealized +59.0%
TJX TJX Companies 0.9%
Value ($000) $24,099 Shares 304,743 Est. Cost $28.81 Unrealized +18.1%
Superior Energy Services Inc 0.9%
Value ($000) $23,686 Shares 1,661,044 Est. Cost $18.34 Unrealized
JNJ Johnson & Johnson 0.9%
Value ($000) $23,602 Shares 189,496 Est. Cost $74.21 Unrealized +25.9%
Ingersoll Rand 0.9%
Value ($000) $23,339 Shares 286,996 Est. Cost $71.95 Unrealized
EIX Edison International 0.9%
Value ($000) $23,027 Shares 289,248 Est. Cost $43.51 Unrealized +20.3%
TMO Thermo Fisher Scientific 0.9%
Value ($000) $22,348 Shares 145,494 Est. Cost $143.11 Unrealized +4.2%
CMCSA Comcast Cl A 0.9%
Value ($000) $22,210 Shares 590,847 Est. Cost $26.94 Unrealized +11.1%
COR AmerisourceBergen 0.8%
Value ($000) $21,817 Shares 246,525 Est. Cost $66.47 Unrealized 0.0%
SYK Stryker 0.8%
Value ($000) $21,579 Shares 163,912 Est. Cost $70.55 Unrealized +62.3%
Six Flags Entertainment Corp 0.8%
Value ($000) $21,292 Shares 357,914 Est. Cost $49.92 Unrealized
BIIB Biogen Idec 0.8%
Value ($000) $21,215 Shares 77,592 Est. Cost $289.12 Unrealized -2.2%
General Electric 0.8%
Value ($000) $21,121 Shares 708,770 Est. Cost $24.53 Unrealized
MDLZ Mondelez International 0.8%
Value ($000) $20,812 Shares 483,099 Est. Cost $34.70 Unrealized +3.4%
BlackRock 0.8%
Value ($000) $20,492 Shares 53,432 Est. Cost $315.91 Unrealized
EWBC East West Bancorp Inc 0.8%
Value ($000) $19,837 Shares 384,358 Est. Cost $31.78 Unrealized +34.3%
ADI Analog Devices 0.7%
Value ($000) $17,902 Shares 218,446 Est. Cost $50.14 Unrealized +32.5%
V Visa Inc 0.7%
Value ($000) $17,437 Shares 196,212 Est. Cost $64.64 Unrealized +25.1%
Discover Financial Services 0.7%
Value ($000) $17,008 Shares 248,691 Est. Cost $51.05 Unrealized
UPS United Parcel Service CL B 0.7%
Value ($000) $16,977 Shares 158,220 Est. Cost $77.99 Unrealized +0.5%
MHK Mohawk Industries 0.7%
Value ($000) $16,901 Shares 73,645 Est. Cost $198.57 Unrealized +10.7%
CNP CenterPoint Energy 0.6%
Value ($000) $16,388 Shares 594,397 Est. Cost $15.93 Unrealized +26.6%
ADBE Adobe Systems 0.6%
Value ($000) $16,005 Shares 122,991 Est. Cost $101.29 Unrealized +15.9%
T AT & T 0.6%
Value ($000) $14,725 Shares 354,407 Est. Cost $12.16 Unrealized +37.6%
UNP Union Pacific 0.6%
Value ($000) $14,658 Shares 138,392 Est. Cost $79.05 Unrealized +10.9%
ETR Entergy 0.6%
Value ($000) $14,530 Shares 191,291 Est. Cost $24.73 Unrealized +5.7%
XOM Exxon Mobil 0.6%
Value ($000) $14,480 Shares 176,567 Est. Cost $53.81 Unrealized +4.3%
MET MetLife 0.5%
Value ($000) $14,204 Shares 268,897 Est. Cost $28.35 Unrealized +24.6%
BNS Bank of Nova Scotia 0.5%
Value ($000) $13,938 Shares 237,970 Est. Cost $34.68 Unrealized +8.9%
Extra Space Storage Inc. 0.5%
Value ($000) $13,470 Shares 181,070 Est. Cost $68.35 Unrealized
RPM RPM International 0.5%
Value ($000) $13,110 Shares 238,242 Est. Cost $53.07 Unrealized +0.5%
AMP Ameriprise Financial 0.5%
Value ($000) $13,088 Shares 100,925 Est. Cost $67.99 Unrealized +52.7%
PG Procter And Gamble 0.5%
Value ($000) $13,039 Shares 145,114 Est. Cost $57.42 Unrealized +22.0%
WM Waste Management 0.5%
Value ($000) $13,007 Shares 178,380 Est. Cost $56.47 Unrealized +7.9%
SLB Schlumberger 0.5%
Value ($000) $12,955 Shares 165,875 Est. Cost $59.56 Unrealized +6.4%
VEA Vanguard FTSE Developed Market 0.5%
Value ($000) $12,808 Shares 325,902 Est. Cost $36.59 Unrealized
Eaton Corp PLC 0.5%
Value ($000) $12,630 Shares 170,332 Est. Cost $67.09 Unrealized
Noble Energy 0.5%
Value ($000) $12,429 Shares 361,931 Est. Cost $54.61 Unrealized
CDNS Cadence Design Systems 0.5%
Value ($000) $11,825 Shares 376,600 Est. Cost $29.18 Unrealized 0.0%
OGE OGE Energy Corp 0.4%
Value ($000) $11,606 Shares 331,785 Est. Cost $34.83 Unrealized 0.0%
META Facebook, Inc. 0.4%
Value ($000) $11,250 Shares 79,200 Est. Cost $131.86 Unrealized +0.6%
TD Toronto Dominion Bank 0.4%
Value ($000) $10,903 Shares 217,664 Est. Cost $42.50 Unrealized +20.2%
DuPont Fabros Technology Inc. 0.4%
Value ($000) $10,898 Shares 219,754 Est. Cost $47.44 Unrealized
MAS MASCO 0.4%
Value ($000) $10,860 Shares 319,517 Est. Cost $23.79 Unrealized +22.8%
CMS CMS Energy 0.4%
Value ($000) $10,669 Shares 238,475 Est. Cost $20.84 Unrealized +60.0%
AMG Affiliated Managers Group, Inc 0.4%
Value ($000) $10,493 Shares 64,004 Est. Cost $140.23 Unrealized +9.3%
STWD Starwood Property Trust 0.4%
Value ($000) $10,274 Shares 454,987 Est. Cost $21.48 Unrealized
BCE BCE Inc 0.4%
Value ($000) $10,199 Shares 230,388 Est. Cost $23.91 Unrealized +7.5%
BAESY BAE Systems PLC - Spon ADR 0.4%
Value ($000) $9,924 Shares 308,788 Est. Cost $28.61 Unrealized
HP Helmerich and Payne 0.4%
Value ($000) $9,823 Shares 147,555 Est. Cost $71.14 Unrealized +0.1%
Total S.A. - Spon ADR 0.4%
Value ($000) $9,609 Shares 190,579 Est. Cost $53.61 Unrealized
RHHBY Roche Holdings Ltd Spon ADR 0.4%
Value ($000) $9,529 Shares 297,504 Est. Cost $43.71 Unrealized
INTC Intel 0.4%
Value ($000) $9,500 Shares 263,368 Est. Cost $17.62 Unrealized +68.4%
DBSDY DBS Group Holdings ADR 0.4%
Value ($000) $9,459 Shares 169,909 Est. Cost $58.52 Unrealized
VWO Vanguard FTSE Emerging Market 0.3%
Value ($000) $9,054 Shares 227,953 Est. Cost $37.65 Unrealized
Broadcom LTD 0.3%
Value ($000) $9,043 Shares 41,298 Est. Cost $154.52 Unrealized
SU Suncor Energy 0.3%
Value ($000) $8,946 Shares 290,934 Est. Cost $21.04 Unrealized +7.8%
EFA iShares MSCI EAFE ETF 0.3%
Value ($000) $8,891 Shares 142,742 Est. Cost $63.64 Unrealized
AVY Avery Dennison Corp 0.3%
Value ($000) $8,772 Shares 108,835 Est. Cost $63.50 Unrealized +4.3%
NTTYY Nippon Telegraph & Telephone A 0.3%
Value ($000) $8,583 Shares 200,348 Est. Cost $29.64 Unrealized
NXPI NXP Semiconductors NV 0.3%
Value ($000) $8,377 Shares 80,935 Est. Cost $53.68 Unrealized +67.4%
CB Chubb Corp 0.3%
Value ($000) $8,130 Shares 59,670 Est. Cost $102.28 Unrealized +12.3%
KT KT Corp SP ADR 0.3%
Value ($000) $7,858 Shares 466,913 Est. Cost $13.58 Unrealized
Checkpoint Software 0.3%
Value ($000) $7,812 Shares 76,100 Est. Cost $66.56 Unrealized
DXJ Wisdomtree Japan Hedged 0.3%
Value ($000) $7,733 Shares 152,775 Est. Cost $49.62 Unrealized
MSADY MS&AD Insurance Group ADR 0.3%
Value ($000) $7,543 Shares 473,810 Est. Cost $13.93 Unrealized
Intercontinental Hotels ADR 0.3%
Value ($000) $7,381 Shares 150,842 Est. Cost $39.09 Unrealized
DNKEY Danske Bank A/S ADR 0.3%
Value ($000) $7,127 Shares 416,059 Est. Cost $14.15 Unrealized
Du Pont 0.3%
Value ($000) $6,930 Shares 86,264 Est. Cost $54.25 Unrealized
VZ Verizon Communications 0.3%
Value ($000) $6,890 Shares 141,329 Est. Cost $27.38 Unrealized +14.8%
MMM 3M Company 0.3%
Value ($000) $6,795 Shares 35,516 Est. Cost $68.21 Unrealized +66.6%
KMB Kimberly Clark 0.3%
Value ($000) $6,785 Shares 51,545 Est. Cost $63.05 Unrealized +46.9%
BMY Bristol-Myers Squibb 0.3%
Value ($000) $6,720 Shares 123,570 Est. Cost $29.54 Unrealized +35.2%
AJG Arthur J. Gallagher & Co 0.3%
Value ($000) $6,674 Shares 118,047 Est. Cost $36.21 Unrealized +32.8%
CLPHY CLP Holdings Ltd - Spons ADR 0.2%
Value ($000) $6,437 Shares 615,725 Est. Cost $10.19 Unrealized
SIEGY Siemens AG ADR 0.2%
Value ($000) $6,408 Shares 93,546 Est. Cost $93.74 Unrealized
CNI Canadian Natl Railway 0.2%
Value ($000) $6,379 Shares 86,289 Est. Cost $54.85 Unrealized +9.8%
SBGSY Schneider Electric SA Unsp ADR 0.2%
Value ($000) $6,213 Shares 424,515 Est. Cost $13.98 Unrealized
AEE Ameren 0.2%
Value ($000) $6,190 Shares 113,406 Est. Cost $25.60 Unrealized +61.8%
IBM International Business Machine 0.2%
Value ($000) $6,138 Shares 35,250 Est. Cost $116.60 Unrealized -1.9%
USB US Bancorp 0.2%
Value ($000) $6,110 Shares 118,646 Est. Cost $23.19 Unrealized +64.2%
IJH iShares Core S&P Midcap ETF 0.2%
Value ($000) $6,106 Shares 35,663 Est. Cost $152.39 Unrealized
United Technologies 0.2%
Value ($000) $5,994 Shares 53,418 Est. Cost $95.32 Unrealized
FMS Fresenius Medical ADR 0.2%
Value ($000) $5,919 Shares 140,486 Est. Cost $43.47 Unrealized
SCGLY Societe Generale ADR 0.2%
Value ($000) $5,900 Shares 580,052 Est. Cost $9.85 Unrealized
MCD McDonalds 0.2%
Value ($000) $5,887 Shares 45,415 Est. Cost $72.17 Unrealized +40.9%
SONY Sony Corp ADR 0.2%
Value ($000) $5,840 Shares 173,135 Est. Cost $33.73 Unrealized
ITUB Itau Unibanco Holding SA 0.2%
Value ($000) $5,833 Shares 483,301 Est. Cost $10.92 Unrealized
IMBBY Imperial Brands PLC ADR 0.2%
Value ($000) $5,724 Shares 118,381 Est. Cost $70.51 Unrealized
SAP SAP AG-Sponsored ADR 0.2%
Value ($000) $5,147 Shares 52,426 Est. Cost $92.63 Unrealized
IJR iShares Core S&P Sm Cap ETF 0.2%
Value ($000) $4,923 Shares 71,186 Est. Cost $88.58 Unrealized
PFE Pfizer 0.2%
Value ($000) $4,865 Shares 142,218 Est. Cost $17.89 Unrealized +19.7%
CAH Cardinal Health 0.2%
Value ($000) $4,663 Shares 57,180 Est. Cost $34.27 Unrealized +76.8%
BHP BHP Billiton Ltd-Sponsored ADR 0.2%
Value ($000) $4,506 Shares 124,055 Est. Cost $36.32 Unrealized
Precision Drilling Corporation 0.2%
Value ($000) $4,280 Shares 906,690 Est. Cost $4.72 Unrealized
Agrium Inc 0.2%
Value ($000) $4,136 Shares 43,285 Est. Cost $95.55 Unrealized
ACWX iShares MSCI ACWI ex-US Index 0.2%
Value ($000) $4,004 Shares 91,787 Est. Cost $40.76 Unrealized
DIS Disney Walt 0.1%
Value ($000) $3,804 Shares 33,544 Est. Cost $71.71 Unrealized +43.6%
HUM Humana 0.1%
Value ($000) $3,748 Shares 18,181 Est. Cost $71.14 Unrealized +169.8%
TRV Travelers Companies 0.1%
Value ($000) $3,727 Shares 30,915 Est. Cost $63.31 Unrealized +56.3%
GOOG Alphabet Inc Class C 0.1%
Value ($000) $3,660 Shares 4,412 Est. Cost $35.97 Unrealized +13.2%
CAT Caterpillar 0.1%
Value ($000) $3,611 Shares 38,928 Est. Cost $71.29 Unrealized +9.0%
PSX Phillips 66 0.1%
Value ($000) $3,607 Shares 45,525 Est. Cost $40.50 Unrealized +41.4%
NEE Nextera Energy Inc 0.1%
Value ($000) $3,455 Shares 26,911 Est. Cost $15.62 Unrealized +61.0%
NKE Nike 0.1%
Value ($000) $3,446 Shares 61,835 Est. Cost $43.49 Unrealized +13.3%
SNN Smith & Nephew PLC - Spon ADR 0.1%
Value ($000) $3,359 Shares 108,605 Est. Cost $42.32 Unrealized
GILD Gilead Sciences 0.1%
Value ($000) $3,350 Shares 49,329 Est. Cost $43.78 Unrealized +15.7%
COP ConocoPhillips 0.1%
Value ($000) $3,262 Shares 65,411 Est. Cost $42.44 Unrealized -13.8%
IX Orix ADR 0.1%
Value ($000) $3,225 Shares 43,390 Est. Cost $77.60 Unrealized
BEN Franklin Resources 0.1%
Value ($000) $3,081 Shares 73,120 Est. Cost $29.20 Unrealized -10.4%
FDX FedEx Corp 0.1%
Value ($000) $3,049 Shares 15,626 Est. Cost $130.63 Unrealized +26.4%
INGR Ingredion 0.1%
Value ($000) $2,884 Shares 23,944 Est. Cost $70.10 Unrealized +74.5%
BB&T Corporation 0.1%
Value ($000) $2,730 Shares 61,059 Est. Cost $35.24 Unrealized
GIS General Mills 0.1%
Value ($000) $2,672 Shares 45,276 Est. Cost $32.15 Unrealized +38.8%
AMZN Amazon.com 0.1%
Value ($000) $2,668 Shares 3,010 Est. Cost $29.16 Unrealized +42.9%
LLY Eli Lilly 0.1%
Value ($000) $2,628 Shares 31,242 Est. Cost $50.76 Unrealized +37.0%
Costco Wholesale Corp 0.1%
Value ($000) $2,536 Shares 15,128 Est. Cost $130.07 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $2,535 Shares 57,092 Est. Cost $28.85 Unrealized +28.0%
NWL Newell Brands 0.1%
Value ($000) $2,531 Shares 53,654 Est. Cost $31.35 Unrealized +2.7%
COF Capital One Financial 0.1%
Value ($000) $2,316 Shares 26,725 Est. Cost $48.79 Unrealized +56.5%
PNC PNC Financial Services Group 0.1%
Value ($000) $2,285 Shares 19,004 Est. Cost $48.66 Unrealized +87.6%
SBUX Starbucks Coffee 0.1%
Value ($000) $2,272 Shares 38,903 Est. Cost $35.26 Unrealized +32.7%
INTU Intuit 0.1%
Value ($000) $2,251 Shares 19,410 Est. Cost $84.97 Unrealized +32.3%
EZU iShares MSCI EMU ETF 0.1%
Value ($000) $2,066 Shares 54,949 Est. Cost $34.80 Unrealized
KO Coca-Cola 0.1%
Value ($000) $2,052 Shares 48,335 Est. Cost $29.42 Unrealized +7.1%
C Citigroup 0.1%
Value ($000) $1,937 Shares 32,373 Est. Cost $36.22 Unrealized +23.4%
MA Mastercard Cl A 0.1%
Value ($000) $1,849 Shares 16,438 Est. Cost $74.64 Unrealized +39.7%
CME CME Group 0.1%
Value ($000) $1,837 Shares 15,460 Est. Cost $54.74 Unrealized +60.0%
Unilever NV New York Shrs 0.1%
Value ($000) $1,813 Shares 36,492 Est. Cost $40.79 Unrealized
Financial Select Sector SPDR 0.1%
Value ($000) $1,792 Shares 75,517 Est. Cost $23.26 Unrealized
DVY iShares Select Dividend ETF 0.1%
Value ($000) $1,710 Shares 18,769 Est. Cost $75.74 Unrealized
PPG PPG Industries 0.1%
Value ($000) $1,648 Shares 15,686 Est. Cost $76.92 Unrealized +11.6%
Energy Select Sector SPDR 0.1%
Value ($000) $1,591 Shares 22,755 Est. Cost $74.17 Unrealized
Royal Dutch Shell PLC A 0.1%
Value ($000) $1,551 Shares 29,408 Est. Cost $63.01 Unrealized
BC Brunswick 0.1%
Value ($000) $1,547 Shares 25,280 Est. Cost $41.20 Unrealized +22.5%
BRK/A Berkshire Hathaway Class A 0.1%
Value ($000) $1,499 Shares 6 Est. Cost $230816.08 Unrealized +8.7%
XLI Industrial Select Sector SPDR 0.1%
Value ($000) $1,497 Shares 23,011 Est. Cost $55.60 Unrealized
WMT Wal Mart Stores 0.1%
Value ($000) $1,483 Shares 20,568 Est. Cost $19.96 Unrealized -0.9%
TE Connectivity LTD 0.1%
Value ($000) $1,393 Shares 18,692 Est. Cost $56.48 Unrealized
BAX Baxter International 0.1%
Value ($000) $1,382 Shares 26,637 Est. Cost $31.23 Unrealized +35.7%
AXP American Express 0.1%
Value ($000) $1,366 Shares 17,262 Est. Cost $58.84 Unrealized +17.6%
ICF iShares Cohen & Steers REIT ET 0.1%
Value ($000) $1,344 Shares 13,475 Est. Cost $79.26 Unrealized
BMO Bank of Montreal 0.1%
Value ($000) $1,327 Shares 17,744 Est. Cost $40.53 Unrealized +30.3%
IBB iShares Nasdaq Biotech Index 0.1%
Value ($000) $1,316 Shares 4,488 Est. Cost $259.66 Unrealized
BK Bank of New York Co 0.0%
Value ($000) $1,280 Shares 27,096 Est. Cost $22.47 Unrealized +64.5%
Dow Chemical 0.0%
Value ($000) $1,258 Shares 19,809 Est. Cost $38.74 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $1,215 Shares 15,080 Est. Cost $58.10 Unrealized +7.4%
TSN Tyson Foods, Inc Cl A 0.0%
Value ($000) $1,204 Shares 19,511 Est. Cost $30.41 Unrealized +64.6%
EWU iShares MSCI United Kingdom In 0.0%
Value ($000) $1,158 Shares 35,581 Est. Cost $30.69 Unrealized
HOG Harley-Davidson 0.0%
Value ($000) $1,090 Shares 18,013 Est. Cost $53.85 Unrealized +9.1%
SPG Simon Property Group 0.0%
Value ($000) $1,062 Shares 6,173 Est. Cost $93.61 Unrealized +19.1%
BFH Alliance Data Systems 0.0%
Value ($000) $1,019 Shares 4,091 Est. Cost $122.05 Unrealized +34.4%
MCO Moody's Corporation 0.0%
Value ($000) $986 Shares 8,800 Est. Cost $53.10 Unrealized +86.2%
BDX Becton Dickinson & Co 0.0%
Value ($000) $981 Shares 5,348 Est. Cost $91.76 Unrealized +66.3%
NSRGY Nestle S A Rep Rg Sh ADR 0.0%
Value ($000) $957 Shares 12,442 Est. Cost $71.71 Unrealized
SPY SPDR S&P 500 ETF Trust 0.0%
Value ($000) $929 Shares 3,939 Est. Cost $179.56 Unrealized
EW Edwards Lifesciences CP 0.0%
Value ($000) $920 Shares 9,776 Est. Cost $19.35 Unrealized +61.8%
AMT American Tower 0.0%
Value ($000) $903 Shares 7,427 Est. Cost $64.24 Unrealized +36.8%
Oneok Partners LP 0.0%
Value ($000) $899 Shares 16,658 Est. Cost $53.00 Unrealized
Consumer Staples SPDR 0.0%
Value ($000) $888 Shares 16,278 Est. Cost $51.71 Unrealized
CASY Casey's General Stores 0.0%
Value ($000) $871 Shares 7,760 Est. Cost $53.46 Unrealized +101.0%
CSX CSX 0.0%
Value ($000) $865 Shares 18,573 Est. Cost $9.72 Unrealized +38.8%
Monsanto 0.0%
Value ($000) $863 Shares 7,624 Est. Cost $99.16 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $847 Shares 63,220 Est. Cost $5.41 Unrealized +72.5%
MTB M&T Bank 0.0%
Value ($000) $829 Shares 5,360 Est. Cost $82.75 Unrealized +51.0%
EPP iShares MSCI Pacific ex Japan 0.0%
Value ($000) $812 Shares 18,170 Est. Cost $40.42 Unrealized
FMC FMC 0.0%
Value ($000) $809 Shares 11,626 Est. Cost $40.58 Unrealized +2.9%
ESS Essex Property Trust 0.0%
Value ($000) $803 Shares 3,470 Est. Cost $108.97 Unrealized +56.2%
SCHH Schwab US REIT ETF 0.0%
Value ($000) $803 Shares 19,680 Est. Cost $36.68 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $799 Shares 18,640 Est. Cost $24.01 Unrealized +43.1%
CMI Cummins Inc 0.0%
Value ($000) $792 Shares 5,236 Est. Cost $91.00 Unrealized +28.9%
ADM Archer-Daniels Midland 0.0%
Value ($000) $783 Shares 17,012 Est. Cost $23.37 Unrealized +47.3%
Technology Select Sect SPDR 0.0%
Value ($000) $766 Shares 14,371 Est. Cost $44.99 Unrealized
EME Emcor Group 0.0%
Value ($000) $762 Shares 12,110 Est. Cost $54.10 Unrealized +18.5%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $716 Shares 5,458 Est. Cost $94.99 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $704 Shares 5,767 Est. Cost $74.42 Unrealized +41.6%
AIG American Intl Group 0.0%
Value ($000) $685 Shares 10,965 Est. Cost $34.42 Unrealized +48.7%
Celgene Corp 0.0%
Value ($000) $677 Shares 5,438 Est. Cost $123.81 Unrealized
PEG Public Svc Enterprise Group 0.0%
Value ($000) $666 Shares 15,026 Est. Cost $21.73 Unrealized +49.8%
VNQ Vanguard REIT VIPERs ETF 0.0%
Value ($000) $663 Shares 8,021 Est. Cost $80.28 Unrealized
Umpqua Holdings 0.0%
Value ($000) $661 Shares 37,264 Est. Cost $16.46 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $654 Shares 7,869 Est. Cost $79.58 Unrealized
Invesco LTD 0.0%
Value ($000) $645 Shares 21,070 Est. Cost $32.15 Unrealized
WY Weyerhaeuser 0.0%
Value ($000) $641 Shares 18,859 Est. Cost $18.41 Unrealized +25.0%
LEA Lear Corp 0.0%
Value ($000) $635 Shares 4,485 Est. Cost $58.99 Unrealized +102.5%
CVS CVS Health 0.0%
Value ($000) $628 Shares 8,004 Est. Cost $57.43 Unrealized +5.5%
Kimco Realty 0.0%
Value ($000) $609 Shares 27,555 Est. Cost $20.41 Unrealized
MRSH Marsh & McLennan 0.0%
Value ($000) $591 Shares 8,003 Est. Cost $32.33 Unrealized +90.9%
Novartis AG 0.0%
Value ($000) $582 Shares 7,831 Est. Cost $82.15 Unrealized
MPC Marathon Petroleum 0.0%
Value ($000) $569 Shares 11,264 Est. Cost $32.66 Unrealized +15.8%
LMT Lockheed Martin 0.0%
Value ($000) $569 Shares 2,125 Est. Cost $83.29 Unrealized +148.3%
Health Care Select Sector SPDR 0.0%
Value ($000) $561 Shares 7,533 Est. Cost $67.73 Unrealized
Dr. Pepper Snapple Group 0.0%
Value ($000) $559 Shares 5,713 Est. Cost $52.62 Unrealized
EWC iShares MSCI Canada ETF 0.0%
Value ($000) $539 Shares 20,051 Est. Cost $24.76 Unrealized
UDR UDR Inc 0.0%
Value ($000) $538 Shares 14,841 Est. Cost $16.25 Unrealized +60.2%
FISV Fiserv 0.0%
Value ($000) $526 Shares 4,558 Est. Cost $25.58 Unrealized +119.4%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $520 Shares 5,896 Est. Cost $77.89 Unrealized
XYL Xylem 0.0%
Value ($000) $519 Shares 10,330 Est. Cost $38.88 Unrealized +12.7%
Diageo 0.0%
Value ($000) $503 Shares 4,350 Est. Cost $127.42 Unrealized
GLW Corning 0.0%
Value ($000) $502 Shares 18,575 Est. Cost $13.01 Unrealized +61.3%
BAC Bank of America 0.0%
Value ($000) $500 Shares 21,192 Est. Cost $14.01 Unrealized +38.4%
CL Colgate-Palmolive 0.0%
Value ($000) $494 Shares 6,750 Est. Cost $45.86 Unrealized +24.0%
SHW Sherwin-Williams 0.0%
Value ($000) $483 Shares 1,556 Est. Cost $81.72 Unrealized +13.8%
Nordstrom 0.0%
Value ($000) $480 Shares 10,298 Est. Cost $63.07 Unrealized
EWJ iShares MSCI Japan ETF 0.0%
Value ($000) $476 Shares 9,241 Est. Cost $48.88 Unrealized
SPGI S&P Global Inc 0.0%
Value ($000) $472 Shares 3,610 Est. Cost $96.76 Unrealized +18.6%
Wyndham Worldwide Corp 0.0%
Value ($000) $467 Shares 5,545 Est. Cost $62.92 Unrealized
IWR iShares Russell Mid-Cap ETF 0.0%
Value ($000) $458 Shares 2,448 Est. Cost $187.09 Unrealized
EMR Emerson Electric 0.0%
Value ($000) $453 Shares 7,565 Est. Cost $39.56 Unrealized +21.2%
BXP Boston Properties 0.0%
Value ($000) $452 Shares 3,411 Est. Cost $64.68 Unrealized +40.1%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $444 Shares 3,865 Est. Cost $113.45 Unrealized
TDY Teledyne Technologies Inc 0.0%
Value ($000) $443 Shares 3,500 Est. Cost $76.20 Unrealized +67.4%
QCOM Qualcomm 0.0%
Value ($000) $430 Shares 7,503 Est. Cost $44.26 Unrealized +2.8%
DPZ Domino's Pizza 0.0%
Value ($000) $427 Shares 2,315 Est. Cost $65.66 Unrealized +147.0%
AMAT Applied Materials 0.0%
Value ($000) $426 Shares 10,948 Est. Cost $28.29 Unrealized +15.0%
Life Storage Inc 0.0%
Value ($000) $425 Shares 5,181 Est. Cost $88.93 Unrealized
ADP Automatic Data Processing 0.0%
Value ($000) $423 Shares 4,129 Est. Cost $54.42 Unrealized +55.1%
DGX Quest Diagnostics 0.0%
Value ($000) $418 Shares 4,260 Est. Cost $55.79 Unrealized +43.4%
Welltower Inc 0.0%
Value ($000) $409 Shares 5,778 Est. Cost $69.30 Unrealized
Forest City Realty Trust Inc A 0.0%
Value ($000) $406 Shares 18,645 Est. Cost $21.93 Unrealized
Powershares QQQ Trust Nasdaq 1 0.0%
Value ($000) $400 Shares 3,025 Est. Cost $106.44 Unrealized
Prologis Inc 0.0%
Value ($000) $397 Shares 7,645 Est. Cost $38.13 Unrealized
ED Consolidated Edison 0.0%
Value ($000) $378 Shares 4,868 Est. Cost $37.45 Unrealized +46.0%
ENB Enbridge 0.0%
Value ($000) $376 Shares 8,986 Est. Cost $24.73 Unrealized 0.0%
FITB Fifth Third Bancorp 0.0%
Value ($000) $373 Shares 14,670 Est. Cost $12.59 Unrealized +53.5%
ALB Albemarle 0.0%
Value ($000) $373 Shares 3,534 Est. Cost $47.90 Unrealized +80.1%
APD Air Products & Chemicals 0.0%
Value ($000) $372 Shares 2,753 Est. Cost $63.02 Unrealized +79.5%
Allergan Inc 0.0%
Value ($000) $367 Shares 1,534 Est. Cost $228.72 Unrealized
LOW Lowe's Companies 0.0%
Value ($000) $365 Shares 4,434 Est. Cost $60.80 Unrealized +6.9%
LEG Leggett & Platt 0.0%
Value ($000) $362 Shares 7,185 Est. Cost $34.55 Unrealized +41.4%
DUK Duke Energy 0.0%
Value ($000) $358 Shares 4,368 Est. Cost $43.56 Unrealized +26.9%
SCHX Schwab US Large Cap ETF 0.0%
Value ($000) $356 Shares 6,331 Est. Cost $53.23 Unrealized
GlaxoSmithKline plc ADR 0.0%
Value ($000) $352 Shares 8,341 Est. Cost $46.87 Unrealized
PFF iShares S&P US Preferred Stock 0.0%
Value ($000) $347 Shares 8,960 Est. Cost $38.67 Unrealized
ORCL Oracle Corporation 0.0%
Value ($000) $347 Shares 7,789 Est. Cost $33.61 Unrealized +8.6%
Dun & Bradstreet 0.0%
Value ($000) $344 Shares 3,185 Est. Cost $97.41 Unrealized
FBIN Fortune Brands Home & Security 0.0%
Value ($000) $344 Shares 5,656 Est. Cost $28.71 Unrealized +49.6%
Foot Locker 0.0%
Value ($000) $344 Shares 4,600 Est. Cost $44.81 Unrealized
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $339 Shares 2,577 Est. Cost $121.70 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $333 Shares 1,539 Est. Cost $201.28 Unrealized
DE Deere & Company 0.0%
Value ($000) $318 Shares 2,925 Est. Cost $67.80 Unrealized +39.2%
NSC Norfolk Southern 0.0%
Value ($000) $311 Shares 2,777 Est. Cost $58.95 Unrealized +65.9%
IJS iShares S&P Small-Cap 600 Valu 0.0%
Value ($000) $309 Shares 2,229 Est. Cost $125.00 Unrealized
MGA Magna International Cl A 0.0%
Value ($000) $309 Shares 7,150 Est. Cost $30.16 Unrealized +10.9%
Northwest Natural Gas 0.0%
Value ($000) $309 Shares 5,234 Est. Cost $45.82 Unrealized
VB Vanguard Small Cap ETF 0.0%
Value ($000) $306 Shares 2,298 Est. Cost $109.83 Unrealized
POR Portland General Electric Co 0.0%
Value ($000) $305 Shares 6,860 Est. Cost $19.78 Unrealized +59.1%
ITW Illinois Tool Works 0.0%
Value ($000) $304 Shares 2,298 Est. Cost $97.16 Unrealized +7.6%
L Brands 0.0%
Value ($000) $303 Shares 6,442 Est. Cost $63.94 Unrealized
LUV Southwest Airlines 0.0%
Value ($000) $302 Shares 5,619 Est. Cost $39.04 Unrealized +23.6%
BUD Anheuser Busch 0.0%
Value ($000) $302 Shares 2,751 Est. Cost $114.87 Unrealized
Express Scripts Holding Compan 0.0%
Value ($000) $301 Shares 4,572 Est. Cost $86.18 Unrealized
MSI Motorola Solutions 0.0%
Value ($000) $295 Shares 3,420 Est. Cost $55.00 Unrealized +30.3%
MUSA Murphy USA Inc. 0.0%
Value ($000) $290 Shares 3,955 Est. Cost $58.04 Unrealized +10.4%
PNRG Primeenergy Corp 0.0%
Value ($000) $289 Shares 5,750 Est. Cost $47.27 Unrealized +15.4%
IJT iShares S&P Small-Cap 600 Grow 0.0%
Value ($000) $286 Shares 1,867 Est. Cost $137.12 Unrealized
Apache 0.0%
Value ($000) $284 Shares 5,529 Est. Cost $40.07 Unrealized
Cooper Companies 0.0%
Value ($000) $283 Shares 1,415 Est. Cost $118.99 Unrealized
D Dominion Resources VA 0.0%
Value ($000) $277 Shares 3,572 Est. Cost $36.46 Unrealized +40.5%
SMFG Sumitomo Mitsui Financial Grou 0.0%
Value ($000) $274 Shares 37,739 Est. Cost $9.74 Unrealized
VV Vanguard Large-Cap ETF 0.0%
Value ($000) $273 Shares 2,528 Est. Cost $99.19 Unrealized
VLO Valero Energy 0.0%
Value ($000) $272 Shares 4,110 Est. Cost $40.27 Unrealized +16.7%
ACN Accenture PLC Cl A 0.0%
Value ($000) $272 Shares 2,269 Est. Cost $103.26 Unrealized +0.7%
NOC Northrop Grumman 0.0%
Value ($000) $265 Shares 1,113 Est. Cost $200.65 Unrealized +2.6%
Waste Connections 0.0%
Value ($000) $265 Shares 3,000 Est. Cost $72.00 Unrealized
BAYRY Bayer AG-ADR 0.0%
Value ($000) $264 Shares 2,291 Est. Cost $137.61 Unrealized
Anadarko Petroleum 0.0%
Value ($000) $262 Shares 4,229 Est. Cost $54.64 Unrealized
KHC The Kraft Heinz Co 0.0%
Value ($000) $259 Shares 2,853 Est. Cost $47.82 Unrealized +25.3%
CBS Corporation 0.0%
Value ($000) $258 Shares 3,721 Est. Cost $63.69 Unrealized
SPDR S&P Dividend ETF 0.0%
Value ($000) $252 Shares 2,860 Est. Cost $85.53 Unrealized
Cigna 0.0%
Value ($000) $246 Shares 1,677 Est. Cost $129.92 Unrealized
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $245 Shares 1,753 Est. Cost $111.48 Unrealized
UNM Unum 0.0%
Value ($000) $242 Shares 5,171 Est. Cost $40.01 Unrealized +17.1%
VAC Marriott Vacations Worldwide C 0.0%
Value ($000) $242 Shares 2,425 Est. Cost $75.27 Unrealized +19.4%
IYF iShares U.S. Financials ETF 0.0%
Value ($000) $242 Shares 2,330 Est. Cost $86.63 Unrealized
HSBC HSBC Holdings PLC-Spons ADR 0.0%
Value ($000) $240 Shares 5,881 Est. Cost $40.81 Unrealized
Summit Bank OR 0.0%
Value ($000) $236 Shares 15,000 Est. Cost $15.73 Unrealized
Graco 0.0%
Value ($000) $235 Shares 2,500 Est. Cost $83.20 Unrealized
HII Huntington Ingalls Industries 0.0%
Value ($000) $232 Shares 1,160 Est. Cost $141.96 Unrealized +20.1%
Mer Lynch Cap TR I 6.450 Ser 0.0%
Value ($000) $231 Shares 9,055 Est. Cost $25.46 Unrealized
SYY Sysco 0.0%
Value ($000) $227 Shares 4,372 Est. Cost $41.07 Unrealized +2.4%
DVA DaVita HealthCare Partners 0.0%
Value ($000) $225 Shares 3,310 Est. Cost $63.64 Unrealized +4.0%
Du Pont Nemours Pfd Series B 0.0%
Value ($000) $223 Shares 2,160 Est. Cost $97.41 Unrealized
CAG Conagra Foods 0.0%
Value ($000) $222 Shares 5,500 Est. Cost $17.60 Unrealized +63.9%
LNC Lincoln National 0.0%
Value ($000) $221 Shares 3,378 Est. Cost $40.64 Unrealized +18.1%
Digital Realty Trust 6.35 Pfd 0.0%
Value ($000) $220 Shares 8,260 Est. Cost $25.67 Unrealized
Welltower 6.5 Ser I 0.0%
Value ($000) $218 Shares 3,450 Est. Cost $60.87 Unrealized
BASFY BASF SE 0.0%
Value ($000) $217 Shares 2,184 Est. Cost $92.70 Unrealized
IDA Idacorp Inc 0.0%
Value ($000) $215 Shares 2,590 Est. Cost $67.36 Unrealized +19.7%
SO Southern Company 0.0%
Value ($000) $215 Shares 4,329 Est. Cost $32.30 Unrealized +5.8%
Duke Energy Corp New Jr Sub De 0.0%
Value ($000) $212 Shares 8,160 Est. Cost $25.98 Unrealized
MAR Marriott International CL A 0.0%
Value ($000) $212 Shares 2,255 Est. Cost $80.37 Unrealized 0.0%
Dell Technologies Inc V 0.0%
Value ($000) $212 Shares 3,305 Est. Cost $47.79 Unrealized
SVNDY Seven and I Holdings Ltd 0.0%
Value ($000) $209 Shares 10,675 Est. Cost $28.33 Unrealized
EADSY Airbus Group NV ADR 0.0%
Value ($000) $207 Shares 10,840 Est. Cost $17.83 Unrealized
Public Storage 5.2 Ser W 0.0%
Value ($000) $207 Shares 8,290 Est. Cost $24.97 Unrealized
Genl Growth Properties 6.375 0.0%
Value ($000) $207 Shares 8,010 Est. Cost $25.84 Unrealized
EFX Equifax Inc 0.0%
Value ($000) $205 Shares 1,500 Est. Cost $117.16 Unrealized 0.0%
Pacific Continental 0.0%
Value ($000) $205 Shares 8,359 Est. Cost $24.52 Unrealized
HP, Inc. 0.0%
Value ($000) $203 Shares 11,341 Est. Cost $17.90 Unrealized
Kellogg 0.0%
Value ($000) $203 Shares 2,800 Est. Cost $46.35 Unrealized +8.0%
Materials Select Sector SPDR 0.0%
Value ($000) $203 Shares 3,880 Est. Cost $49.67 Unrealized
Pitney Bowes 6.7 0.0%
Value ($000) $202 Shares 7,690 Est. Cost $26.27 Unrealized
SCHW Schwab (Charles) 0.0%
Value ($000) $201 Shares 4,920 Est. Cost $36.81 Unrealized 0.0%
Kimco Realty Corp 6 Pfd Ser I 0.0%
Value ($000) $201 Shares 7,990 Est. Cost $25.16 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $197 Shares 11,108 Est. Cost $6.65 Unrealized +55.2%
PBT Permian Basin Rty Trust 0.0%
Value ($000) $150 Shares 16,000 Est. Cost $8.06 Unrealized
Griffin American Health III RE 0.0%
Value ($000) $135 Shares 15,000 Est. Cost $9.00 Unrealized
Hines Global REIT Inc Maryland 0.0%
Value ($000) $116 Shares 11,579 Est. Cost $10.21 Unrealized
F S Investment Corp 0.0%
Value ($000) $86 Shares 10,025 Est. Cost $8.28 Unrealized
Aegon N.V. - Amer Reg Shrs 0.0%
Value ($000) $66 Shares 12,907 Est. Cost $8.77 Unrealized
FCISX Franklin Income Fund 0.0%
Value ($000) $59 Shares 24,900 Est. Cost $2.13 Unrealized
Otis Gold Corporation 0.0%
Value ($000) $2 Shares 10,000 Est. Cost Unrealized
Iconic Brands Inc 0.0%
Value ($000) $1 Shares 30,000 Est. Cost $0.03 Unrealized
Safeway Casa Ley CVR Rts 0.0%
Value ($000) $0 Shares 10,246 Est. Cost Unrealized
Vape Holdings Inc 0.0%
Value ($000) $0 Shares 60,000 Est. Cost $0.02 Unrealized
American Green Inc 0.0%
Value ($000) $0 Shares 150,000 Est. Cost Unrealized
Safeway PDC LLC CVR Rts 0.0%
Value ($000) $0 Shares 10,246 Est. Cost Unrealized