MERITAGE PORTFOLIO MANAGEMENT Diversified Active

CIK: 0000881432 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 28, 2015

Total Value ($000): $996,003 (100.0% shares, 0.0% debt)

Holdings (209)

SEB SEABOARD CORP 1.9%
Value ($000) $19,218 Shares 4,651 Est. Cost $2641.01 Unrealized +48.6%
AAPL APPLE COMPUTER INC COM 1.9%
Value ($000) $19,184 Shares 154,178 Est. Cost $19.26 Unrealized +39.4%
XLU UTILITIES SELECT SECTOR SPDR 1.3%
Value ($000) $12,924 Shares 290,890 Est. Cost $40.07 Unrealized
DHR DANAHER CORP 1.1%
Value ($000) $11,401 Shares 134,293 Est. Cost $25.46 Unrealized +36.9%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $11,347 Shares 112,785 Est. Cost $74.71 Unrealized +0.5%
ETR ENTERGY CORP 1.1%
Value ($000) $10,652 Shares 137,461 Est. Cost $22.48 Unrealized +18.5%
LLY LILLY (ELI) 1.1%
Value ($000) $10,524 Shares 144,856 Est. Cost $42.63 Unrealized +37.6%
MO ALTRIA GROUP INC 1.0%
Value ($000) $9,540 Shares 190,726 Est. Cost $17.67 Unrealized +48.2%
NOC NORTHROP GRUMMAN 0.9%
Value ($000) $9,347 Shares 58,071 Est. Cost $64.00 Unrealized +109.1%
HD HOME DEPOT INC 0.9%
Value ($000) $9,162 Shares 80,648 Est. Cost $58.62 Unrealized +45.6%
REYNOLDS AMERICAN INC 0.9%
Value ($000) $9,160 Shares 132,921 Est. Cost $51.47 Unrealized
NTCT NETSCOUT SYSTEMS INC 0.9%
Value ($000) $9,028 Shares 205,885 Est. Cost $30.16 Unrealized +28.4%
DR PEPPER SNAPPLE GROUP INC 0.9%
Value ($000) $8,779 Shares 111,858 Est. Cost $70.28 Unrealized
FOOT LOCKER INC 0.8%
Value ($000) $8,419 Shares 133,640 Est. Cost $56.28 Unrealized
MA MASTERCARD INC 0.8%
Value ($000) $8,248 Shares 95,468 Est. Cost $70.77 Unrealized +14.8%
DIS DISNEY WALT CO DEL COM 0.8%
Value ($000) $8,205 Shares 78,229 Est. Cost $70.55 Unrealized +30.2%
GREATBATCH INC. 0.8%
Value ($000) $8,193 Shares 141,622 Est. Cost $42.83 Unrealized
M MACY'S INC 0.8%
Value ($000) $7,920 Shares 122,015 Est. Cost $59.89 Unrealized +7.5%
ALL ALLSTATE CORP 0.8%
Value ($000) $7,915 Shares 111,216 Est. Cost $38.31 Unrealized +45.4%
PFE PFIZER INC 0.8%
Value ($000) $7,691 Shares 221,069 Est. Cost $16.82 Unrealized +19.5%
BIIB BIOGEN INC 0.8%
Value ($000) $7,674 Shares 18,175 Est. Cost $311.55 Unrealized +26.5%
BARRACUDA NETWORKS INC 0.8%
Value ($000) $7,507 Shares 195,130 Est. Cost $37.17 Unrealized
SWKS SKYWORKS SOLUTIONS INC. 0.7%
Value ($000) $7,447 Shares 75,763 Est. Cost $23.65 Unrealized +190.5%
LORILLARD INC 0.7%
Value ($000) $7,356 Shares 112,570 Est. Cost $47.53 Unrealized
KKR & CO. L.P. 0.7%
Value ($000) $7,340 Shares 321,769 Est. Cost $20.97 Unrealized
WUXI PHARMATECH INC. 0.7%
Value ($000) $7,334 Shares 189,125 Est. Cost $36.25 Unrealized
MAGELLAN HEALTH INC 0.7%
Value ($000) $7,213 Shares 101,855 Est. Cost $58.86 Unrealized
MIDD MIDDLEBY CORP COM 0.7%
Value ($000) $7,163 Shares 69,779 Est. Cost $89.06 Unrealized +14.1%
LMT LOCKHEED MARTIN CORP COM 0.7%
Value ($000) $7,139 Shares 35,174 Est. Cost $82.30 Unrealized +78.8%
QCOM QUALCOMM 0.7%
Value ($000) $7,123 Shares 102,717 Est. Cost $52.37 Unrealized -1.4%
TORCHMARK CORP COM 0.7%
Value ($000) $7,075 Shares 128,819 Est. Cost $61.37 Unrealized
GANNETT INC COM 0.7%
Value ($000) $7,031 Shares 189,630 Est. Cost $30.39 Unrealized
TEVA TEVA PHARMACEUTICAL ADS 0.7%
Value ($000) $6,883 Shares 110,478 Est. Cost $39.95 Unrealized
GLAXOSMITHKLINE PLC SPONSORED 0.7%
Value ($000) $6,790 Shares 147,128 Est. Cost $49.35 Unrealized
AMERICAN REALTY CAPITAL PROPER 0.7%
Value ($000) $6,740 Shares 684,265 Est. Cost $11.46 Unrealized
CL COLGATE-PALMOLIVE 0.7%
Value ($000) $6,671 Shares 96,209 Est. Cost $44.72 Unrealized +20.0%
DTEGY DEUTSCHE TELEKOM AG 0.7%
Value ($000) $6,658 Shares 365,147 Est. Cost $11.86 Unrealized
ORCL ORACLE CORP 0.7%
Value ($000) $6,658 Shares 154,289 Est. Cost $28.04 Unrealized +31.4%
CVS CVS HEALTH CORP 0.7%
Value ($000) $6,647 Shares 64,405 Est. Cost $41.66 Unrealized +78.3%
ICLR ICON PLC 0.7%
Value ($000) $6,639 Shares 94,125 Est. Cost $43.18 Unrealized +43.5%
ZURVY ZURICH INSURANCE GROUP LTD ADR 0.7%
Value ($000) $6,632 Shares 196,546 Est. Cost $27.02 Unrealized
DDS DILLARD DEPT STORES 0.7%
Value ($000) $6,618 Shares 48,480 Est. Cost $82.76 Unrealized +12.0%
FISV FISERV INC 0.7%
Value ($000) $6,525 Shares 82,183 Est. Cost $24.64 Unrealized +54.8%
VOYA VOYA FINANCIAL INC 0.7%
Value ($000) $6,521 Shares 151,272 Est. Cost $31.74 Unrealized +18.8%
XLP CONSUMER STAPLES SELECT SECTOR 0.6%
Value ($000) $6,468 Shares 132,710 Est. Cost $48.49 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $6,429 Shares 54,350 Est. Cost $51.21 Unrealized +81.9%
RGA REINSURANCE GROUP OF AMERICA I 0.6%
Value ($000) $6,422 Shares 68,908 Est. Cost $63.80 Unrealized +38.5%
RAYTHEON COMPANY 0.6%
Value ($000) $6,292 Shares 57,590 Est. Cost $101.63 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.6%
Value ($000) $6,179 Shares 90,291 Est. Cost $51.44 Unrealized
NABZY NATIONAL AUSTRALIA BK SPONSORE 0.6%
Value ($000) $6,094 Shares 417,275 Est. Cost $14.11 Unrealized
SNPS SYNOPSYS 0.6%
Value ($000) $6,067 Shares 130,987 Est. Cost $35.68 Unrealized +25.5%
BGC PARTNERS INC 0.6%
Value ($000) $6,065 Shares 641,840 Est. Cost $7.11 Unrealized
AXS AXIS CAPITAL HOLDINGS LTD 0.6%
Value ($000) $6,063 Shares 117,541 Est. Cost $33.50 Unrealized +12.8%
E ENI SPA ADR 0.6%
Value ($000) $6,052 Shares 174,856 Est. Cost $38.70 Unrealized
AUSTRAL-NEW ZEAL BANK ADR 0.6%
Value ($000) $6,038 Shares 217,255 Est. Cost $26.92 Unrealized
LEXINGTON REALTY TRUST 0.6%
Value ($000) $6,019 Shares 612,348 Est. Cost $10.88 Unrealized
EXELON CORP 6.5% CONV PFD 6/1/ 0.6%
Value ($000) $5,976 Shares 122,835 Est. Cost $51.28 Unrealized
F FORD MOTOR 0.6%
Value ($000) $5,904 Shares 365,760 Est. Cost $8.28 Unrealized +6.6%
CM CANADIAN IMPERIAL BANK OF COMM 0.6%
Value ($000) $5,896 Shares 81,320 Est. Cost $21.89 Unrealized +2.2%
EFX EQUIFAX INC 0.6%
Value ($000) $5,893 Shares 63,370 Est. Cost $53.71 Unrealized +48.8%
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $5,878 Shares 59,904 Est. Cost $66.04 Unrealized +6.8%
BP B P PLC-SPON ADR 0.6%
Value ($000) $5,865 Shares 149,949 Est. Cost $41.43 Unrealized
PPL PPL CORP COM 0.6%
Value ($000) $5,865 Shares 174,229 Est. Cost $16.91 Unrealized +16.6%
PRU PRUDENTIAL FINANCIAL INC 0.6%
Value ($000) $5,842 Shares 72,741 Est. Cost $39.23 Unrealized +28.7%
EW EDWARDS LIFESCIENCES COM 0.6%
Value ($000) $5,822 Shares 40,870 Est. Cost $11.72 Unrealized +91.4%
ACE LIMITED 0.6%
Value ($000) $5,791 Shares 51,943 Est. Cost $90.39 Unrealized
MOG/A MOOG INC 0.6%
Value ($000) $5,711 Shares 76,090 Est. Cost $63.64 Unrealized +7.3%
MET METLIFE INC 0.6%
Value ($000) $5,710 Shares 112,963 Est. Cost $24.71 Unrealized +26.3%
AETNA INC 0.6%
Value ($000) $5,671 Shares 53,231 Est. Cost $64.16 Unrealized
GOOGLE INC CL A 0.6%
Value ($000) $5,643 Shares 10,174 Est. Cost $871.68 Unrealized
CIGNA CORP COM 0.6%
Value ($000) $5,631 Shares 43,506 Est. Cost $73.10 Unrealized
ADM ARCHER DANIELS MIDLAND 0.6%
Value ($000) $5,602 Shares 118,184 Est. Cost $31.61 Unrealized +9.4%
KEY KEYCORP 0.6%
Value ($000) $5,535 Shares 390,891 Est. Cost $6.56 Unrealized +36.4%
HII HUNTINGTON INGALLS INDUSTRIES 0.6%
Value ($000) $5,525 Shares 39,421 Est. Cost $85.68 Unrealized +22.6%
PM PHILIP MORRIS INTERNATIONAL 0.6%
Value ($000) $5,511 Shares 73,160 Est. Cost $49.01 Unrealized -4.0%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $5,490 Shares 112,892 Est. Cost $26.55 Unrealized +4.0%
BLX BANCO LATINOAMERICANO DE EXPOR 0.5%
Value ($000) $5,475 Shares 166,975 Est. Cost $16.28 Unrealized 0.0%
STM STMICROELECTRONICS N V ADR 0.5%
Value ($000) $5,465 Shares 589,560 Est. Cost $9.27 Unrealized
FFIV F5 NETWORKS INC 0.5%
Value ($000) $5,437 Shares 47,302 Est. Cost $117.53 Unrealized +0.1%
COP CONOCOPHILLIPS 0.5%
Value ($000) $5,422 Shares 87,085 Est. Cost $41.20 Unrealized +10.6%
MPT MEDICAL PROPERTIES TRUST INC. 0.5%
Value ($000) $5,401 Shares 366,430 Est. Cost $12.45 Unrealized
TARGA RESOURCES PARTNERS LP 0.5%
Value ($000) $5,396 Shares 130,455 Est. Cost $46.98 Unrealized
CHKP CHECK POINT SOFTWARE TECH 0.5%
Value ($000) $5,345 Shares 65,207 Est. Cost $48.76 Unrealized +65.7%
BED BATH & BEYOND 0.5%
Value ($000) $5,301 Shares 69,050 Est. Cost $71.01 Unrealized
AB ALLIANCEBERNSTEIN HOLDING LP 0.5%
Value ($000) $5,294 Shares 171,485 Est. Cost $26.14 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GRP 0.5%
Value ($000) $5,286 Shares 126,092 Est. Cost $22.57 Unrealized +26.3%
RCI ROGERS COMMUNICATIONS CL B ADR 0.5%
Value ($000) $5,238 Shares 156,455 Est. Cost $39.13 Unrealized -7.9%
WEYERHAEUSER 6.375% CONV PFD 7 0.5%
Value ($000) $5,223 Shares 95,450 Est. Cost $53.52 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.5%
Value ($000) $5,180 Shares 52,368 Est. Cost $74.75 Unrealized
EG EVEREST REINS HLDGS COM 0.5%
Value ($000) $5,176 Shares 29,746 Est. Cost $124.01 Unrealized +12.5%
ARCC ARES CAPITAL CORPORATION 0.5%
Value ($000) $5,172 Shares 301,222 Est. Cost $5.32 Unrealized +10.7%
SANDERSON FARMS 0.5%
Value ($000) $5,152 Shares 64,682 Est. Cost $84.02 Unrealized
AME AMETEK INC 0.5%
Value ($000) $5,120 Shares 97,452 Est. Cost $38.93 Unrealized +22.1%
HMN HORACE MANN EDUCATORS CORP 0.5%
Value ($000) $5,105 Shares 149,267 Est. Cost $23.55 Unrealized +36.7%
CTSH COGNIZANT TECH SOLUTIONS CL A 0.5%
Value ($000) $5,091 Shares 81,600 Est. Cost $44.29 Unrealized +18.0%
MD MEDNAX INC. 0.5%
Value ($000) $5,088 Shares 70,165 Est. Cost $58.19 Unrealized +19.5%
TRW INC 0.5%
Value ($000) $5,088 Shares 48,530 Est. Cost $81.80 Unrealized
ROYAL DUTCH SHELL PLC-ADR A 0.5%
Value ($000) $5,024 Shares 84,217 Est. Cost $62.55 Unrealized
GRMN GARMIN LTD ADR 0.5%
Value ($000) $5,023 Shares 105,705 Est. Cost $25.40 Unrealized +45.4%
AMGN AMGEN 0.5%
Value ($000) $5,010 Shares 31,339 Est. Cost $84.49 Unrealized +36.2%
BCE BCE INC ADR 0.5%
Value ($000) $5,002 Shares 118,075 Est. Cost $22.41 Unrealized +5.6%
TELSTRA CORP ADR 0.5%
Value ($000) $4,965 Shares 208,190 Est. Cost $22.24 Unrealized
SHIRE PLC ADR 0.5%
Value ($000) $4,956 Shares 20,710 Est. Cost $212.97 Unrealized
TJX TJX COMPANIES 0.5%
Value ($000) $4,943 Shares 70,566 Est. Cost $21.13 Unrealized +38.6%
GNTX GENTEX CORP COM 0.5%
Value ($000) $4,911 Shares 268,340 Est. Cost $16.11 Unrealized +9.6%
T AT & T INC 0.5%
Value ($000) $4,897 Shares 149,976 Est. Cost $11.43 Unrealized +3.1%
INTERSIL CORP CL A 0.5%
Value ($000) $4,895 Shares 341,835 Est. Cost $13.46 Unrealized
WESTAR ENERGY INC 0.5%
Value ($000) $4,890 Shares 126,155 Est. Cost $35.73 Unrealized
CENTURYLINK 0.5%
Value ($000) $4,852 Shares 140,437 Est. Cost $35.36 Unrealized
MALLINCKRODT PLC 0.5%
Value ($000) $4,800 Shares 37,900 Est. Cost $126.65 Unrealized
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $4,746 Shares 56,882 Est. Cost $62.20 Unrealized -1.4%
MGA MAGNA INTL CL A 0.5%
Value ($000) $4,734 Shares 88,224 Est. Cost $37.70 Unrealized 0.0%
TXT TEXTRON 0.5%
Value ($000) $4,712 Shares 106,284 Est. Cost $36.99 Unrealized +15.7%
DLX DELUXE CORP COM 0.5%
Value ($000) $4,711 Shares 67,998 Est. Cost $24.60 Unrealized +73.7%
DG DOLLAR GENERAL CORP 0.5%
Value ($000) $4,689 Shares 62,210 Est. Cost $61.51 Unrealized 0.0%
BRDCY BRIDGESTONE CORP ADR 0.5%
Value ($000) $4,657 Shares 232,120 Est. Cost $20.06 Unrealized
QUALITY SYS INC COM 0.5%
Value ($000) $4,635 Shares 290,035 Est. Cost $14.45 Unrealized
MENTOR GRAPHICS 0.5%
Value ($000) $4,629 Shares 192,630 Est. Cost $22.59 Unrealized
NWL NEWELL RUBBERMAID INC. 0.5%
Value ($000) $4,550 Shares 116,460 Est. Cost $23.05 Unrealized +9.6%
KEYS KEYSIGHT TECHNOLOGIES INC 0.5%
Value ($000) $4,544 Shares 122,325 Est. Cost $36.04 Unrealized 0.0%
BKE BUCKLE INC 0.5%
Value ($000) $4,528 Shares 88,630 Est. Cost $16.98 Unrealized 0.0%
AON PLC ADR 0.5%
Value ($000) $4,495 Shares 46,766 Est. Cost $90.19 Unrealized
WRB W.R. BERKLEY CORPORATION 0.4%
Value ($000) $4,478 Shares 88,660 Est. Cost $10.69 Unrealized +9.7%
ORI OLD REPUBLIC INTL 0.4%
Value ($000) $4,465 Shares 298,835 Est. Cost $6.83 Unrealized -1.3%
SANM SANMINA CORP 0.4%
Value ($000) $4,449 Shares 183,912 Est. Cost $22.96 Unrealized 0.0%
CTTAY CONTINENTAL AG 0.4%
Value ($000) $4,417 Shares 93,548 Est. Cost $44.56 Unrealized
UVV UNIVERSAL CORP 0.4%
Value ($000) $4,342 Shares 92,080 Est. Cost $42.73 Unrealized +3.5%
ARW ARROW ELECTRONICS 0.4%
Value ($000) $4,341 Shares 70,983 Est. Cost $39.35 Unrealized +51.2%
CVX CHEVRON CORP 0.4%
Value ($000) $4,339 Shares 41,334 Est. Cost $71.34 Unrealized -6.2%
WILLIAMS PARTNERS L.P. 0.4%
Value ($000) $4,303 Shares 87,433 Est. Cost $49.21 Unrealized
WDS WOODSIDE PETROLEUM LTD ADR 0.4%
Value ($000) $4,287 Shares 163,745 Est. Cost $26.18 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $4,233 Shares 104,400 Est. Cost $27.85 Unrealized +6.3%
IWD ISHARES RUSSELL 1000 VALUE 0.4%
Value ($000) $4,225 Shares 40,995 Est. Cost $96.36 Unrealized
HSBC HSBC HOLDINGS PLC 0.4%
Value ($000) $4,219 Shares 99,055 Est. Cost $42.59 Unrealized
ENERSYS COM 0.4%
Value ($000) $4,204 Shares 65,435 Est. Cost $64.25 Unrealized
NVDA NVIDIA CORP COM 0.4%
Value ($000) $4,169 Shares 199,244 Est. Cost $0.51 Unrealized 0.0%
VDC VANGUARD CONSUMER STAPLES ETF 0.4%
Value ($000) $4,156 Shares 32,725 Est. Cost $125.24 Unrealized
AKAM AKAMAI TECHNOLOGIES 0.4%
Value ($000) $4,151 Shares 58,425 Est. Cost $42.66 Unrealized +55.0%
XLE ENERGY SELECT SECTOR SPDR 0.4%
Value ($000) $4,145 Shares 53,425 Est. Cost $78.04 Unrealized
NATIONAL GRID PLC (ADR) 0.4%
Value ($000) $4,144 Shares 64,140 Est. Cost $64.61 Unrealized
OUTFRONT MEDIA INC 0.4%
Value ($000) $4,113 Shares 137,475 Est. Cost $27.02 Unrealized
PTC PTC INC. 0.4%
Value ($000) $4,096 Shares 113,238 Est. Cost $30.97 Unrealized +11.5%
IXP ISHARES S&P GLOBAL TELECOMMUNI 0.4%
Value ($000) $4,092 Shares 66,750 Est. Cost $61.30 Unrealized
HEWLETT-PACKARD CO 0.4%
Value ($000) $4,049 Shares 129,929 Est. Cost $32.38 Unrealized
OMNIVISION TECHNOLOGIES 0.4%
Value ($000) $3,993 Shares 151,437 Est. Cost $26.01 Unrealized
ALCOA INC 5.375% CONV PFD 10/1 0.4%
Value ($000) $3,993 Shares 91,090 Est. Cost $50.05 Unrealized
CELGENE CORP 0.4%
Value ($000) $3,976 Shares 34,488 Est. Cost $111.94 Unrealized
SPKKY SPARK NEW ZEALAND SPONSORED AD 0.4%
Value ($000) $3,935 Shares 355,335 Est. Cost $11.60 Unrealized
NTAP NETAPP INC. 0.4%
Value ($000) $3,921 Shares 110,585 Est. Cost $26.87 Unrealized +7.9%
TBRG COMPUTER PROGRAMS & SYSTEMS IN 0.4%
Value ($000) $3,788 Shares 69,815 Est. Cost $51.53 Unrealized -9.7%
POWER FINANCIAL CORPORATION AD 0.4%
Value ($000) $3,768 Shares 126,525 Est. Cost $29.35 Unrealized
ENGILITY HOLDINGS INC. 0.4%
Value ($000) $3,763 Shares 125,270 Est. Cost $30.04 Unrealized
LAM RESEARCH 0.4%
Value ($000) $3,750 Shares 53,400 Est. Cost $79.16 Unrealized
HEALTH NET INC 0.4%
Value ($000) $3,745 Shares 61,905 Est. Cost $60.50 Unrealized
WDC WESTERN DIGITAL CORP 0.4%
Value ($000) $3,734 Shares 41,025 Est. Cost $65.44 Unrealized 0.0%
ENERGY TRANSFER PARTNERS L.P. 0.4%
Value ($000) $3,724 Shares 66,795 Est. Cost $55.53 Unrealized
SNA SNAP-ON INC 0.4%
Value ($000) $3,671 Shares 24,965 Est. Cost $101.74 Unrealized +7.6%
HURN HURON CONSULTING GROUP COM 0.4%
Value ($000) $3,522 Shares 53,245 Est. Cost $43.58 Unrealized +61.0%
WADDELL & REED FINANCIAL INC 0.4%
Value ($000) $3,508 Shares 70,805 Est. Cost $49.54 Unrealized
ALB ALBEMARLE CORP 0.3%
Value ($000) $3,447 Shares 65,240 Est. Cost $54.76 Unrealized -14.9%
EPR EPR PROPERTIES 0.3%
Value ($000) $3,334 Shares 55,535 Est. Cost $53.62 Unrealized
SPY S & P 500 DEPOSITARY RECEIPT 0.3%
Value ($000) $3,331 Shares 16,137 Est. Cost $181.48 Unrealized
WNS HOLDINGS LIMITED ADR 0.3%
Value ($000) $3,260 Shares 134,049 Est. Cost $22.51 Unrealized
EBF ENNIS INC 0.3%
Value ($000) $3,233 Shares 228,955 Est. Cost $7.16 Unrealized -5.5%
PPC PILGRIMS PRIDE CORP 0.3%
Value ($000) $3,232 Shares 143,073 Est. Cost $28.42 Unrealized 0.0%
BROCADE COMMUNCATIONS SYS COM 0.3%
Value ($000) $2,819 Shares 237,610 Est. Cost $11.86 Unrealized
SUPERIOR INDUSTRIES INTERNATIO 0.3%
Value ($000) $2,774 Shares 146,525 Est. Cost $18.18 Unrealized
FIDELITY & GUARANTY LIFE 0.2%
Value ($000) $2,435 Shares 114,855 Est. Cost $23.60 Unrealized
UMBF UMB FINL CORP 0.2%
Value ($000) $1,940 Shares 36,686 Est. Cost $50.96 Unrealized +1.8%
DVY ISHARES DOW JONES SELECT DIVID 0.2%
Value ($000) $1,623 Shares 20,824 Est. Cost $75.05 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $1,466 Shares 9,769 Est. Cost $81.44 Unrealized +56.9%
DST SYSTEMS INC. 0.1%
Value ($000) $1,260 Shares 11,377 Est. Cost $96.09 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $1,209 Shares 14,700 Est. Cost $20.06 Unrealized +14.9%
INTC INTEL CORP 0.1%
Value ($000) $1,127 Shares 36,016 Est. Cost $18.17 Unrealized +43.1%
IBM INTL BUS MACH 0.1%
Value ($000) $977 Shares 6,082 Est. Cost $118.58 Unrealized -18.6%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $865 Shares 10,175 Est. Cost $53.79 Unrealized +3.3%
CERNER CORP 0.1%
Value ($000) $854 Shares 11,657 Est. Cost $67.44 Unrealized
USB US BANCORP 0.1%
Value ($000) $761 Shares 17,427 Est. Cost $22.59 Unrealized +31.9%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $742 Shares 9,485 Est. Cost $69.67 Unrealized
KANSAS CITY SOUTHERN 0.1%
Value ($000) $715 Shares 7,000 Est. Cost $107.57 Unrealized
IJR ISHARES S&P SMALLCAP 600 0.1%
Value ($000) $673 Shares 5,706 Est. Cost $91.00 Unrealized
GENERAL ELECTRIC 0.1%
Value ($000) $660 Shares 26,580 Est. Cost $23.79 Unrealized
FIRST EAGLE FDS INC GLOBAL FD 0.1%
Value ($000) $651 Shares 12,136 Est. Cost $50.94 Unrealized
IVE ISHARES S&P 500 VALUE INDEX 0.1%
Value ($000) $591 Shares 6,385 Est. Cost $93.44 Unrealized
SWTSX SCHWAB TOTAL STOCK MARKET INDE 0.1%
Value ($000) $590 Shares 15,692 Est. Cost $29.65 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $585 Shares 14,403 Est. Cost $32.93 Unrealized +13.1%
JPMORGAN ALERIAN MLP INDEX ETN 0.1%
Value ($000) $574 Shares 13,400 Est. Cost $48.86 Unrealized
DUPONT (EI) DE NEMOURS 0.1%
Value ($000) $536 Shares 7,500 Est. Cost $52.53 Unrealized
SSO PROSHARES ULTRA S&P 500 0.1%
Value ($000) $517 Shares 4,000 Est. Cost $115.75 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.0%
Value ($000) $481 Shares 3,335 Est. Cost $118.17 Unrealized +24.5%
PEP PEPSICO 0.0%
Value ($000) $463 Shares 4,839 Est. Cost $57.29 Unrealized +21.7%
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $456 Shares 5,567 Est. Cost $58.69 Unrealized +8.4%
MCD MCDONALDS 0.0%
Value ($000) $448 Shares 4,600 Est. Cost $71.80 Unrealized +0.5%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $443 Shares 5,662 Est. Cost $75.24 Unrealized -5.6%
NSRGY NESTLE S.A. ADR 0.0%
Value ($000) $441 Shares 5,858 Est. Cost $67.26 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $416 Shares 2,545 Est. Cost $144.79 Unrealized
BROOKFIELD ASSET MANAGEMENT IN 0.0%
Value ($000) $322 Shares 6,000 Est. Cost $36.00 Unrealized
IWM ISHARES RUSSELL 2000 0.0%
Value ($000) $292 Shares 2,345 Est. Cost $97.77 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $257 Shares 2,487 Est. Cost $86.49 Unrealized
RYDEX S&P EQUAL WEIGHT ETF 0.0%
Value ($000) $234 Shares 2,892 Est. Cost $61.39 Unrealized
EQR EQUITY RESIDENT PPTYS SH BEN I 0.0%
Value ($000) $234 Shares 3,000 Est. Cost $39.89 Unrealized +13.6%
WFC WELLS FARGO COMPANY 0.0%
Value ($000) $229 Shares 4,213 Est. Cost $27.64 Unrealized +44.2%
AGTHX GROWTH FD AMER INC COM 0.0%
Value ($000) $215 Shares 4,873 Est. Cost $43.30 Unrealized
MDT MEDTRONIC HLDG LTD 0.0%
Value ($000) $210 Shares 2,700 Est. Cost $58.10 Unrealized 0.0%
AMZN AMAZON COM INC 0.0%
Value ($000) $208 Shares 559 Est. Cost $17.58 Unrealized 0.0%
PIMCO ALL ASSETS ALL AUTH-D 0.0%
Value ($000) $159 Shares 17,586 Est. Cost $9.04 Unrealized
TITAN MEDICAL INC. 0.0%
Value ($000) $49 Shares 34,500 Est. Cost $1.62 Unrealized
BUKS BUTLER NATL CORP COM 0.0%
Value ($000) $14 Shares 70,000 Est. Cost $0.17 Unrealized +12.1%
IMPART MEDIA GROUP INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized