MERITAGE PORTFOLIO MANAGEMENT Diversified Active

CIK: 0000881432 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 29, 2015

Total Value ($000): $940,686 (100.0% shares, 0.0% debt)

Holdings (210)

SEB SEABOARD CORP 2.1%
Value ($000) $19,525 Shares 4,651 Est. Cost $2641.01 Unrealized +24.8%
AAPL APPLE COMPUTER INC COM 1.8%
Value ($000) $16,743 Shares 151,687 Est. Cost $19.13 Unrealized +25.9%
XLU UTILITIES SELECT SECTOR SPDR 1.5%
Value ($000) $13,710 Shares 290,350 Est. Cost $40.07 Unrealized
ETR ENTERGY CORP 1.2%
Value ($000) $11,646 Shares 133,126 Est. Cost $22.34 Unrealized +19.4%
LLY LILLY (ELI) 1.2%
Value ($000) $11,576 Shares 167,788 Est. Cost $42.63 Unrealized +29.5%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $11,326 Shares 108,310 Est. Cost $74.69 Unrealized +3.5%
DHR DANAHER CORP 1.2%
Value ($000) $11,317 Shares 132,038 Est. Cost $25.30 Unrealized +30.1%
EW EDWARDS LIFESCIENCES COM 1.1%
Value ($000) $10,808 Shares 84,845 Est. Cost $11.72 Unrealized +71.4%
MO ALTRIA GROUP INC 0.9%
Value ($000) $8,806 Shares 178,732 Est. Cost $17.10 Unrealized +39.0%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.9%
Value ($000) $8,613 Shares 307,271 Est. Cost $22.69 Unrealized +12.5%
NOC NORTHROP GRUMMAN 0.9%
Value ($000) $8,551 Shares 58,013 Est. Cost $64.00 Unrealized +78.5%
HD HOME DEPOT INC 0.9%
Value ($000) $8,355 Shares 79,593 Est. Cost $58.26 Unrealized +28.4%
VDC VANGUARD CONSUMER STAPLES ETF 0.9%
Value ($000) $8,271 Shares 66,040 Est. Cost $125.24 Unrealized
MA MASTERCARD INC 0.9%
Value ($000) $8,114 Shares 94,176 Est. Cost $70.63 Unrealized +8.0%
REYNOLDS AMERICAN INC 0.9%
Value ($000) $8,009 Shares 124,621 Est. Cost $50.31 Unrealized
M MACY'S INC 0.8%
Value ($000) $7,878 Shares 119,825 Est. Cost $59.81 Unrealized +1.2%
ALL ALLSTATE CORP 0.8%
Value ($000) $7,671 Shares 109,201 Est. Cost $37.99 Unrealized +36.1%
NTCT NETSCOUT SYSTEMS INC 0.8%
Value ($000) $7,444 Shares 203,735 Est. Cost $30.07 Unrealized +25.4%
QCOM QUALCOMM 0.8%
Value ($000) $7,440 Shares 100,099 Est. Cost $52.39 Unrealized +1.8%
LUV SOUTHWEST AIRLINES 0.8%
Value ($000) $7,407 Shares 175,025 Est. Cost $19.23 Unrealized +71.3%
FOOT LOCKER INC 0.8%
Value ($000) $7,396 Shares 131,650 Est. Cost $56.18 Unrealized
DIS DISNEY WALT CO DEL COM 0.8%
Value ($000) $7,100 Shares 75,379 Est. Cost $69.74 Unrealized +16.6%
KKR & CO. L.P. 0.7%
Value ($000) $6,975 Shares 300,499 Est. Cost $20.84 Unrealized
TORCHMARK CORP COM 0.7%
Value ($000) $6,964 Shares 128,561 Est. Cost $61.37 Unrealized
GREATBATCH INC. 0.7%
Value ($000) $6,883 Shares 139,612 Est. Cost $42.61 Unrealized
ORCL ORACLE CORP 0.7%
Value ($000) $6,707 Shares 149,138 Est. Cost $27.74 Unrealized +24.4%
LORILLARD INC 0.7%
Value ($000) $6,644 Shares 105,565 Est. Cost $46.34 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.7%
Value ($000) $6,568 Shares 72,611 Est. Cost $39.23 Unrealized +35.5%
WFC WELLS FARGO COMPANY 0.7%
Value ($000) $6,553 Shares 119,543 Est. Cost $27.64 Unrealized +40.3%
PFE PFIZER INC 0.7%
Value ($000) $6,532 Shares 209,694 Est. Cost $16.65 Unrealized +8.0%
CL COLGATE-PALMOLIVE 0.7%
Value ($000) $6,527 Shares 94,339 Est. Cost $44.54 Unrealized +17.2%
SANDISK CORP COM 0.7%
Value ($000) $6,495 Shares 66,295 Est. Cost $88.08 Unrealized
VOYA VOYA FINANCIAL INC 0.7%
Value ($000) $6,419 Shares 151,464 Est. Cost $31.74 Unrealized +12.8%
TEVA TEVA PHARMACEUTICAL ADS 0.7%
Value ($000) $6,353 Shares 110,464 Est. Cost $39.95 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.7%
Value ($000) $6,351 Shares 32,979 Est. Cost $77.99 Unrealized +76.0%
XLP CONSUMER STAPLES SELECT SECTOR 0.7%
Value ($000) $6,326 Shares 130,470 Est. Cost $48.49 Unrealized
LEXINGTON REALTY TRUST 0.7%
Value ($000) $6,283 Shares 572,233 Est. Cost $10.95 Unrealized
RAYTHEON COMPANY 0.7%
Value ($000) $6,211 Shares 57,415 Est. Cost $101.63 Unrealized
CVS CVS HEALTH CORP 0.7%
Value ($000) $6,154 Shares 63,895 Est. Cost $41.66 Unrealized +54.7%
MAGELLAN HEALTH INC 0.6%
Value ($000) $6,107 Shares 101,735 Est. Cost $58.86 Unrealized
ADM ARCHER DANIELS MIDLAND 0.6%
Value ($000) $6,103 Shares 117,359 Est. Cost $31.61 Unrealized +13.9%
BIIB BIOGEN IDEC INC 0.6%
Value ($000) $6,090 Shares 17,942 Est. Cost $310.48 Unrealized +4.2%
MET METLIFE INC 0.6%
Value ($000) $6,084 Shares 112,477 Est. Cost $24.71 Unrealized +32.6%
RGA REINSURANCE GROUP OF AMERICA I 0.6%
Value ($000) $6,066 Shares 69,228 Est. Cost $63.80 Unrealized +31.0%
GANNETT INC COM 0.6%
Value ($000) $6,054 Shares 189,615 Est. Cost $30.39 Unrealized
DDS DILLARD DEPT STORES 0.6%
Value ($000) $6,040 Shares 48,250 Est. Cost $82.76 Unrealized 0.0%
SPY S & P 500 DEPOSITARY RECEIPT 0.6%
Value ($000) $5,995 Shares 29,166 Est. Cost $181.48 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.6%
Value ($000) $5,985 Shares 85,036 Est. Cost $50.39 Unrealized
AXS AXIS CAPITAL HOLDINGS LTD 0.6%
Value ($000) $5,956 Shares 116,571 Est. Cost $33.50 Unrealized +7.8%
PPL PPL CORP COM 0.6%
Value ($000) $5,942 Shares 163,559 Est. Cost $16.73 Unrealized +18.7%
EPR EPR PROPERTIES 0.6%
Value ($000) $5,861 Shares 101,695 Est. Cost $53.62 Unrealized
ACE LIMITED 0.6%
Value ($000) $5,847 Shares 50,893 Est. Cost $89.95 Unrealized
DTEGY DEUTSCHE TELEKOM AG 0.6%
Value ($000) $5,817 Shares 366,067 Est. Cost $11.86 Unrealized
FISV FISERV INC 0.6%
Value ($000) $5,768 Shares 81,275 Est. Cost $24.49 Unrealized +39.8%
ZURVY ZURICH INSURANCE GROUP LTD ADR 0.6%
Value ($000) $5,757 Shares 184,506 Est. Cost $26.58 Unrealized
RCI ROGERS COMMUNICATIONS CL B 0.6%
Value ($000) $5,693 Shares 146,495 Est. Cost $39.34 Unrealized -2.0%
SNPS SYNOPSYS 0.6%
Value ($000) $5,693 Shares 130,964 Est. Cost $35.68 Unrealized +16.4%
F FORD MOTOR 0.6%
Value ($000) $5,639 Shares 363,840 Est. Cost $8.28 Unrealized -1.5%
GLAXOSMITHKLINE PLC SPONSORED 0.6%
Value ($000) $5,627 Shares 131,663 Est. Cost $49.72 Unrealized
MOG/A MOOG INC 0.6%
Value ($000) $5,607 Shares 75,745 Est. Cost $63.64 Unrealized +4.9%
PM PHILIP MORRIS INTERNATIONAL 0.6%
Value ($000) $5,606 Shares 68,825 Est. Cost $49.13 Unrealized +0.2%
BGC PARTNERS INC 0.6%
Value ($000) $5,503 Shares 601,445 Est. Cost $6.95 Unrealized
SWKS SKYWORKS SOLUTIONS INC. 0.6%
Value ($000) $5,492 Shares 75,533 Est. Cost $23.65 Unrealized +110.8%
IWF ISHARES RUSSELL 1000 GROWTH 0.6%
Value ($000) $5,487 Shares 57,390 Est. Cost $74.75 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $5,482 Shares 54,230 Est. Cost $51.21 Unrealized +54.7%
KEY KEYCORP 0.6%
Value ($000) $5,432 Shares 390,771 Est. Cost $6.56 Unrealized +31.3%
SANDERSON FARMS 0.6%
Value ($000) $5,405 Shares 64,327 Est. Cost $84.02 Unrealized
GOOGLE INC CL A 0.6%
Value ($000) $5,255 Shares 9,904 Est. Cost $880.33 Unrealized
GRMN GARMIN LTD 0.6%
Value ($000) $5,245 Shares 99,275 Est. Cost $24.66 Unrealized +58.0%
AMERICAN REALTY CAPITAL PROPER 0.6%
Value ($000) $5,225 Shares 577,330 Est. Cost $11.76 Unrealized
CENTURYLINK 0.6%
Value ($000) $5,215 Shares 131,768 Est. Cost $35.41 Unrealized
HEWLETT-PACKARD CO 0.6%
Value ($000) $5,177 Shares 129,016 Est. Cost $32.38 Unrealized
BED BATH & BEYOND 0.6%
Value ($000) $5,174 Shares 67,930 Est. Cost $70.92 Unrealized
WEYERHAEUSER 6.375% CONV PFD 7 0.5%
Value ($000) $5,171 Shares 89,620 Est. Cost $53.44 Unrealized
CHKP CHECK POINT SOFTWARE TECH 0.5%
Value ($000) $5,115 Shares 65,102 Est. Cost $48.76 Unrealized +52.4%
BCE BCE INC COM 0.5%
Value ($000) $5,088 Shares 110,955 Est. Cost $22.33 Unrealized +5.5%
BMO BANK OF MONTREAL 0.5%
Value ($000) $5,061 Shares 71,563 Est. Cost $37.34 Unrealized +22.0%
EFX EQUIFAX INC 0.5%
Value ($000) $5,060 Shares 62,575 Est. Cost $53.38 Unrealized +30.1%
AME AMETEK INC 0.5%
Value ($000) $5,055 Shares 96,064 Est. Cost $38.80 Unrealized +21.4%
EG EVEREST REINS HLDGS COM 0.5%
Value ($000) $5,007 Shares 29,401 Est. Cost $123.83 Unrealized +7.7%
COP CONOCOPHILLIPS 0.5%
Value ($000) $4,968 Shares 71,950 Est. Cost $40.28 Unrealized +21.3%
TRW INC 0.5%
Value ($000) $4,968 Shares 48,305 Est. Cost $81.80 Unrealized
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $4,927 Shares 105,330 Est. Cost $26.48 Unrealized +4.5%
PEG PUBLIC SERVICE ENTERPRISE GRP 0.5%
Value ($000) $4,927 Shares 118,987 Est. Cost $22.22 Unrealized +22.5%
HMN HORACE MANN EDUCATORS CORP 0.5%
Value ($000) $4,917 Shares 148,202 Est. Cost $23.55 Unrealized +30.7%
AMGN AMGEN 0.5%
Value ($000) $4,915 Shares 30,852 Est. Cost $84.01 Unrealized +34.9%
WESTAR ENERGY INC 0.5%
Value ($000) $4,882 Shares 118,380 Est. Cost $35.53 Unrealized
NABZY NATIONAL AUSTRALIA BK SPONSORE 0.5%
Value ($000) $4,835 Shares 354,500 Est. Cost $14.03 Unrealized
AUSTRAL-NEW ZEAL BANK 0.5%
Value ($000) $4,816 Shares 185,235 Est. Cost $26.77 Unrealized
GNTX GENTEX CORP COM 0.5%
Value ($000) $4,807 Shares 133,055 Est. Cost $14.54 Unrealized +14.2%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $4,807 Shares 56,286 Est. Cost $62.21 Unrealized +8.2%
ICLR ICON PLC 0.5%
Value ($000) $4,792 Shares 93,985 Est. Cost $43.18 Unrealized +24.9%
IBM INTL BUS MACH 0.5%
Value ($000) $4,780 Shares 29,793 Est. Cost $118.58 Unrealized -15.3%
TJX TJX COMPANIES 0.5%
Value ($000) $4,767 Shares 69,506 Est. Cost $21.01 Unrealized +30.1%
MPT MEDICAL PROPERTIES TRUST INC. 0.5%
Value ($000) $4,749 Shares 344,620 Est. Cost $12.31 Unrealized
CVX CHEVRON CORP 0.5%
Value ($000) $4,725 Shares 42,125 Est. Cost $71.34 Unrealized -1.2%
AETNA INC 0.5%
Value ($000) $4,705 Shares 52,961 Est. Cost $64.16 Unrealized
T AT & T INC 0.5%
Value ($000) $4,704 Shares 140,033 Est. Cost $11.41 Unrealized +3.5%
IWD ISHARES RUSSELL 1000 VALUE 0.5%
Value ($000) $4,666 Shares 44,698 Est. Cost $96.36 Unrealized
DR PEPPER SNAPPLE GROUP INC 0.5%
Value ($000) $4,640 Shares 64,738 Est. Cost $64.31 Unrealized
MD MEDNAX INC. 0.5%
Value ($000) $4,620 Shares 69,885 Est. Cost $58.19 Unrealized +4.9%
MIDD MIDDLEBY CORP COM 0.5%
Value ($000) $4,617 Shares 46,589 Est. Cost $82.83 Unrealized +10.4%
INTERSIL CORP CL A 0.5%
Value ($000) $4,608 Shares 318,465 Est. Cost $13.40 Unrealized
TELSTRA CORP ADR 0.5%
Value ($000) $4,601 Shares 189,225 Est. Cost $22.08 Unrealized
WRB W.R. BERKLEY CORPORATION 0.5%
Value ($000) $4,534 Shares 88,460 Est. Cost $10.69 Unrealized +9.0%
NTAP NETAPP INC. 0.5%
Value ($000) $4,521 Shares 109,060 Est. Cost $26.84 Unrealized +16.9%
KO COCA COLA CO 0.5%
Value ($000) $4,517 Shares 106,990 Est. Cost $27.85 Unrealized +7.9%
CIGNA CORP COM 0.5%
Value ($000) $4,460 Shares 43,341 Est. Cost $73.10 Unrealized
TXT TEXTRON 0.5%
Value ($000) $4,424 Shares 105,049 Est. Cost $36.92 Unrealized +6.8%
GOLAR LNG PARTNERS LP 0.5%
Value ($000) $4,404 Shares 141,388 Est. Cost $32.80 Unrealized
EXELON CORP 6.5% CONV PFD 6/1/ 0.5%
Value ($000) $4,399 Shares 83,785 Est. Cost $52.50 Unrealized
HII HUNTINGTON INGALLS INDUSTRIES 0.5%
Value ($000) $4,389 Shares 39,026 Est. Cost $85.48 Unrealized 0.0%
ARCC ARES CAPITAL CORPORATION 0.5%
Value ($000) $4,375 Shares 280,342 Est. Cost $5.28 Unrealized +4.0%
NWL NEWELL RUBBERMAID INC. 0.5%
Value ($000) $4,360 Shares 114,470 Est. Cost $23.01 Unrealized 0.0%
AON PLC ADR 0.5%
Value ($000) $4,358 Shares 45,961 Est. Cost $90.09 Unrealized
SHIRE PLC ADR 0.5%
Value ($000) $4,330 Shares 20,373 Est. Cost $212.54 Unrealized
ALCOA INC 5.375% CONV PFD 10/1 0.5%
Value ($000) $4,322 Shares 85,675 Est. Cost $50.45 Unrealized
WUXI PHARMATECH INC. 0.5%
Value ($000) $4,284 Shares 127,225 Est. Cost $35.02 Unrealized
FFIV F5 NETWORKS INC 0.5%
Value ($000) $4,280 Shares 32,808 Est. Cost $117.47 Unrealized +6.1%
CTSH COGNIZANT TECH SOLUTIONS CL A 0.5%
Value ($000) $4,274 Shares 81,158 Est. Cost $44.29 Unrealized 0.0%
CM CANADIAN IMPRL BK COMM COM 0.5%
Value ($000) $4,261 Shares 49,580 Est. Cost $21.58 Unrealized +21.3%
COMPUTER SCIENCES CORP COM 0.5%
Value ($000) $4,254 Shares 67,465 Est. Cost $63.05 Unrealized
NATIONAL OILWELL VARCO COM 0.5%
Value ($000) $4,247 Shares 64,817 Est. Cost $79.11 Unrealized
QUALITY SYS INC COM 0.4%
Value ($000) $4,233 Shares 271,490 Est. Cost $14.34 Unrealized
UNF UNIFIRST CORP 0.4%
Value ($000) $4,214 Shares 34,697 Est. Cost $103.09 Unrealized +0.7%
TBRG COMPUTER PROGRAMS & SYSTEMS IN 0.4%
Value ($000) $4,199 Shares 69,118 Est. Cost $51.58 Unrealized -1.1%
DLX DELUXE CORP COM 0.4%
Value ($000) $4,169 Shares 66,976 Est. Cost $24.32 Unrealized +57.8%
AB ALLIANCEBERNSTEIN HOLDING LP 0.4%
Value ($000) $4,156 Shares 160,905 Est. Cost $25.83 Unrealized
LAM RESEARCH 0.4%
Value ($000) $4,152 Shares 52,330 Est. Cost $79.34 Unrealized
SDLPEUR SEADRILL PARTNERS LLC 0.4%
Value ($000) $4,124 Shares 254,100 Est. Cost $25.45 Unrealized
BALL BALL CORP 0.4%
Value ($000) $4,121 Shares 60,455 Est. Cost $29.42 Unrealized 0.0%
ARW ARROW ELECTRONICS 0.4%
Value ($000) $4,110 Shares 71,003 Est. Cost $39.35 Unrealized +41.3%
PTC PTC INC. 0.4%
Value ($000) $4,098 Shares 111,812 Est. Cost $30.92 Unrealized +19.7%
ORI OLD REPUBLIC INTL 0.4%
Value ($000) $4,090 Shares 279,570 Est. Cost $6.84 Unrealized -3.1%
TELEFONICA BRASIL SA ADR 0.4%
Value ($000) $4,083 Shares 230,960 Est. Cost $21.78 Unrealized
WILLIAMS PARTNERS L.P. 0.4%
Value ($000) $4,078 Shares 91,120 Est. Cost $52.88 Unrealized
ENERGY TRANSFER PARTNERS L.P. 0.4%
Value ($000) $4,052 Shares 62,335 Est. Cost $55.51 Unrealized
SPKKY SPARK NEW ZEALAND SPONSORED AD 0.4%
Value ($000) $3,996 Shares 334,100 Est. Cost $11.63 Unrealized
BP B P PLC-SPON ADR 0.4%
Value ($000) $3,946 Shares 103,528 Est. Cost $42.47 Unrealized
ALB ALBEMARLE CORP 0.4%
Value ($000) $3,855 Shares 64,110 Est. Cost $54.91 Unrealized -8.9%
OMNIVISION TECHNOLOGIES 0.4%
Value ($000) $3,851 Shares 148,132 Est. Cost $26.00 Unrealized
CTTAY CONTINENTAL AG 0.4%
Value ($000) $3,847 Shares 91,968 Est. Cost $44.51 Unrealized
CELGENE CORP 0.4%
Value ($000) $3,781 Shares 33,798 Est. Cost $111.87 Unrealized
POWER FINANCIAL CORPORATION 0.4%
Value ($000) $3,726 Shares 119,140 Est. Cost $29.33 Unrealized
CSGS CSG SYS INTL INC COM 0.4%
Value ($000) $3,696 Shares 147,445 Est. Cost $21.43 Unrealized -5.2%
AKAM AKAMAI TECHNOLOGIES 0.4%
Value ($000) $3,637 Shares 57,765 Est. Cost $42.39 Unrealized +42.2%
HURN HURON CONSULTING GROUP COM 0.4%
Value ($000) $3,624 Shares 52,985 Est. Cost $43.58 Unrealized +53.4%
ROYAL DUTCH SHELL PLC-ADR A 0.4%
Value ($000) $3,490 Shares 52,133 Est. Cost $64.33 Unrealized
OUTFRONT MEDIA INC 0.4%
Value ($000) $3,474 Shares 129,445 Est. Cost $26.84 Unrealized
BARRACUDA NETWORKS INC 0.4%
Value ($000) $3,455 Shares 96,400 Est. Cost $35.84 Unrealized
MCK MCKESSON CORP 0.4%
Value ($000) $3,400 Shares 16,382 Est. Cost $103.64 Unrealized +80.3%
SNA SNAP-ON INC 0.4%
Value ($000) $3,370 Shares 24,645 Est. Cost $101.64 Unrealized 0.0%
DVY ISHARES DOW JONES SELECT DIVID 0.4%
Value ($000) $3,346 Shares 42,144 Est. Cost $75.05 Unrealized
TARGA RESOURCES PARTNERS LP 0.4%
Value ($000) $3,315 Shares 69,240 Est. Cost $51.94 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $3,286 Shares 34,868 Est. Cost $62.80 Unrealized +14.4%
E ENI SPA 0.3%
Value ($000) $3,265 Shares 93,538 Est. Cost $42.26 Unrealized
ALGN ALIGN TECHNOLOGY INC. 0.3%
Value ($000) $3,196 Shares 57,165 Est. Cost $52.02 Unrealized +1.7%
TBI TRUEBLUE INC 0.3%
Value ($000) $2,988 Shares 134,285 Est. Cost $27.38 Unrealized -13.4%
ENSCO PLC CL A 0.3%
Value ($000) $2,943 Shares 98,265 Est. Cost $36.65 Unrealized
ENGILITY HOLDINGS INC. 0.3%
Value ($000) $2,926 Shares 68,375 Est. Cost $42.79 Unrealized
UVV UNIVERSAL CORP 0.3%
Value ($000) $2,903 Shares 66,015 Est. Cost $42.14 Unrealized 0.0%
MENTOR GRAPHICS 0.3%
Value ($000) $2,874 Shares 131,110 Est. Cost $21.92 Unrealized
CAMPUS CREST COMMUNITIES INC. 0.3%
Value ($000) $2,785 Shares 381,045 Est. Cost $8.38 Unrealized
STAG STAG INDUSTRIAL INC 0.3%
Value ($000) $2,784 Shares 113,635 Est. Cost $20.46 Unrealized
EBF ENNIS INC 0.3%
Value ($000) $2,784 Shares 206,655 Est. Cost $7.21 Unrealized -5.5%
WNS HOLDINGS LIMITED ADR 0.3%
Value ($000) $2,767 Shares 133,954 Est. Cost $22.51 Unrealized
FIDELITY & GUARANTY LIFE 0.3%
Value ($000) $2,761 Shares 113,765 Est. Cost $23.60 Unrealized
SUPERIOR INDUSTRIES INTERNATIO 0.3%
Value ($000) $2,724 Shares 137,655 Est. Cost $18.13 Unrealized
UMBF UMB FINL CORP 0.2%
Value ($000) $2,087 Shares 36,686 Est. Cost $50.96 Unrealized +10.6%
ELECTRO RENT CORPORATION 0.2%
Value ($000) $1,931 Shares 137,525 Est. Cost $16.78 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $1,271 Shares 14,800 Est. Cost $20.06 Unrealized +8.8%
BA BOEING CO COM 0.1%
Value ($000) $1,255 Shares 9,657 Est. Cost $80.90 Unrealized +36.8%
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $1,240 Shares 15,670 Est. Cost $79.13 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1,184 Shares 32,630 Est. Cost $17.35 Unrealized +53.4%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $942 Shares 10,185 Est. Cost $53.79 Unrealized +7.8%
KANSAS CITY SOUTHERN 0.1%
Value ($000) $854 Shares 7,000 Est. Cost $107.57 Unrealized
DST SYSTEMS INC. 0.1%
Value ($000) $847 Shares 9,000 Est. Cost $92.22 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $818 Shares 10,385 Est. Cost $69.67 Unrealized
USB US BANCORP 0.1%
Value ($000) $783 Shares 17,427 Est. Cost $22.59 Unrealized +28.9%
CERNER CORP 0.1%
Value ($000) $767 Shares 11,857 Est. Cost $67.44 Unrealized
IJR ISHARES S&P SMALLCAP 600 0.1%
Value ($000) $651 Shares 5,706 Est. Cost $91.00 Unrealized
GUGGENHEIM MULTI-ASSET INCOME 0.1%
Value ($000) $637 Shares 28,460 Est. Cost $22.38 Unrealized
FIRST EAGLE FDS INC GLOBAL FD 0.1%
Value ($000) $636 Shares 12,136 Est. Cost $50.94 Unrealized
JPMORGAN ALERIAN MLP INDEX ETN 0.1%
Value ($000) $622 Shares 13,550 Est. Cost $48.86 Unrealized
SWTSX SCHWAB TOTAL STOCK MARKET INDE 0.1%
Value ($000) $579 Shares 15,658 Est. Cost $29.65 Unrealized
GENERAL ELECTRIC 0.1%
Value ($000) $570 Shares 22,530 Est. Cost $23.61 Unrealized
DUPONT (EI) DE NEMOURS 0.1%
Value ($000) $555 Shares 7,500 Est. Cost $52.53 Unrealized
SSO PROSHARES ULTRA S&P 500 0.1%
Value ($000) $513 Shares 4,000 Est. Cost $115.75 Unrealized
PEP PEPSICO 0.1%
Value ($000) $501 Shares 5,297 Est. Cost $57.29 Unrealized +19.8%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $481 Shares 5,277 Est. Cost $58.42 Unrealized +10.6%
MCD MCDONALDS 0.0%
Value ($000) $431 Shares 4,600 Est. Cost $71.80 Unrealized -1.7%
IVE ISHARES S&P 500 VALUE INDEX 0.0%
Value ($000) $430 Shares 4,585 Est. Cost $93.78 Unrealized
NSRGY NESTLE S.A. ADR 0.0%
Value ($000) $428 Shares 5,858 Est. Cost $67.26 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $407 Shares 4,367 Est. Cost $76.50 Unrealized -0.1%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.0%
Value ($000) $398 Shares 2,650 Est. Cost $110.69 Unrealized +30.4%
PIONEER NAT RES CO COM 0.0%
Value ($000) $379 Shares 2,545 Est. Cost $144.79 Unrealized
BROOKFIELD ASSET MANAGEMENT IN 0.0%
Value ($000) $301 Shares 6,000 Est. Cost $36.00 Unrealized
IWM ISHARES RUSSELL 2000 0.0%
Value ($000) $296 Shares 2,475 Est. Cost $97.77 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $286 Shares 6,158 Est. Cost $27.15 Unrealized +46.9%
TEDIX MUTUAL DISCOVERY FUND CL A 0.0%
Value ($000) $270 Shares 8,232 Est. Cost $32.80 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $270 Shares 2,657 Est. Cost $86.49 Unrealized
RYDEX S&P EQUAL WEIGHT ETF 0.0%
Value ($000) $232 Shares 2,892 Est. Cost $61.39 Unrealized
EQR EQUITY RESIDENT PPTYS SH BEN I 0.0%
Value ($000) $216 Shares 3,000 Est. Cost $39.89 Unrealized 0.0%
AGTHX GROWTH FD AMER INC COM 0.0%
Value ($000) $208 Shares 4,873 Est. Cost $43.30 Unrealized
YAHOO INC 0.0%
Value ($000) $202 Shares 4,003 Est. Cost $50.46 Unrealized
VDVIX VANGUARD DEV MKT INDX-INV 0.0%
Value ($000) $107 Shares 11,308 Est. Cost $10.52 Unrealized
TITAN MEDICAL INC. 0.0%
Value ($000) $41 Shares 34,500 Est. Cost $1.62 Unrealized
BUKS BUTLER NATL CORP COM 0.0%
Value ($000) $11 Shares 70,000 Est. Cost $0.17 Unrealized 0.0%
SAMSON OIL & GAS LIMITED (ADR) 0.0%
Value ($000) $2 Shares 11,470 Est. Cost $0.48 Unrealized
IMPART MEDIA GROUP INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized