MERITAGE PORTFOLIO MANAGEMENT Diversified Active

CIK: 0000881432 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 22, 2015

Total Value ($000): $953,215 (100.0% shares, 0.0% debt)

Holdings (206)

AAPL APPLE COMPUTER INC 2.2%
Value ($000) $21,447 Shares 170,994 Est. Cost $20.17 Unrealized +41.5%
SEB SEABOARD CORP 1.8%
Value ($000) $16,739 Shares 4,651 Est. Cost $2641.01 Unrealized +32.6%
DHR DANAHER CORP 1.2%
Value ($000) $11,551 Shares 134,963 Est. Cost $25.46 Unrealized +36.9%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $11,112 Shares 114,016 Est. Cost $74.71 Unrealized -0.3%
ETR ENTERGY CORP 1.0%
Value ($000) $9,625 Shares 136,526 Est. Cost $22.48 Unrealized +9.6%
NOC NORTHROP GRUMMAN 1.0%
Value ($000) $9,208 Shares 58,042 Est. Cost $64.00 Unrealized +110.3%
FOOT LOCKER INC 0.9%
Value ($000) $9,045 Shares 134,984 Est. Cost $56.39 Unrealized
DIS DISNEY WALT CO DEL 0.9%
Value ($000) $9,022 Shares 79,039 Est. Cost $70.85 Unrealized +41.1%
MA MASTERCARD INC 0.9%
Value ($000) $8,998 Shares 96,258 Est. Cost $70.77 Unrealized +21.7%
HD HOME DEPOT INC 0.9%
Value ($000) $8,986 Shares 80,858 Est. Cost $58.62 Unrealized +48.6%
M MACY'S INC 0.9%
Value ($000) $8,281 Shares 122,735 Est. Cost $59.89 Unrealized +12.9%
TJX TJX COMPANIES 0.9%
Value ($000) $8,250 Shares 124,676 Est. Cost $24.41 Unrealized +17.5%
BIIB BIOGEN INC 0.9%
Value ($000) $8,231 Shares 20,378 Est. Cost $321.26 Unrealized +24.9%
DR PEPPER SNAPPLE GROUP INC 0.9%
Value ($000) $8,220 Shares 112,758 Est. Cost $70.28 Unrealized
MIDD MIDDLEBY CORP 0.8%
Value ($000) $7,891 Shares 70,309 Est. Cost $89.06 Unrealized +20.1%
GREATBATCH INC. 0.8%
Value ($000) $7,713 Shares 143,046 Est. Cost $42.94 Unrealized
NTCT NETSCOUT SYSTEMS INC 0.8%
Value ($000) $7,645 Shares 208,484 Est. Cost $30.29 Unrealized +35.5%
HII HUNTINGTON INGALLS INDUSTRIES 0.8%
Value ($000) $7,527 Shares 66,854 Est. Cost $93.24 Unrealized +11.7%
REYNOLDS AMERICAN INC 0.8%
Value ($000) $7,525 Shares 100,787 Est. Cost $51.47 Unrealized
TORCHMARK CORP 0.8%
Value ($000) $7,447 Shares 127,910 Est. Cost $61.37 Unrealized
PFE PFIZER INC 0.8%
Value ($000) $7,403 Shares 220,768 Est. Cost $16.82 Unrealized +23.5%
WMT WAL-MART STORES INC 0.8%
Value ($000) $7,315 Shares 103,130 Est. Cost $20.76 Unrealized +0.6%
DG DOLLAR GENERAL CORP 0.8%
Value ($000) $7,299 Shares 93,885 Est. Cost $62.97 Unrealized +4.6%
KKR & CO. L.P. 0.8%
Value ($000) $7,292 Shares 319,145 Est. Cost $20.97 Unrealized
ALL ALLSTATE CORP 0.8%
Value ($000) $7,264 Shares 111,976 Est. Cost $38.31 Unrealized +41.8%
MAGELLAN HEALTH INC 0.7%
Value ($000) $7,101 Shares 101,335 Est. Cost $58.86 Unrealized
CIGNA CORP 0.7%
Value ($000) $6,978 Shares 43,076 Est. Cost $73.10 Unrealized
VOYA VOYA FINANCIAL INC 0.7%
Value ($000) $6,976 Shares 150,112 Est. Cost $31.74 Unrealized +27.1%
FISV FISERV INC 0.7%
Value ($000) $6,883 Shares 83,093 Est. Cost $24.81 Unrealized +62.1%
CVS CVS HEALTH CORP 0.7%
Value ($000) $6,762 Shares 64,470 Est. Cost $41.66 Unrealized +80.6%
AETNA INC 0.7%
Value ($000) $6,729 Shares 52,792 Est. Cost $64.16 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $6,567 Shares 53,835 Est. Cost $51.21 Unrealized +94.5%
SNPS SYNOPSYS 0.7%
Value ($000) $6,562 Shares 129,549 Est. Cost $35.68 Unrealized +36.5%
RGA REINSURANCE GROUP OF AMERICA I 0.7%
Value ($000) $6,494 Shares 68,453 Est. Cost $63.80 Unrealized +47.5%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $6,493 Shares 34,928 Est. Cost $82.30 Unrealized +75.7%
TEVA TEVA PHARMACEUTICAL ADS 0.7%
Value ($000) $6,461 Shares 109,323 Est. Cost $39.95 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.7%
Value ($000) $6,348 Shares 72,535 Est. Cost $39.23 Unrealized +35.7%
ORCL ORACLE CORP 0.7%
Value ($000) $6,333 Shares 157,156 Est. Cost $28.20 Unrealized +31.2%
CL COLGATE-PALMOLIVE 0.7%
Value ($000) $6,326 Shares 96,714 Est. Cost $44.72 Unrealized +18.5%
ICLR ICON PLC 0.7%
Value ($000) $6,288 Shares 93,425 Est. Cost $43.18 Unrealized +56.2%
MET METLIFE INC 0.7%
Value ($000) $6,249 Shares 111,598 Est. Cost $24.71 Unrealized +34.1%
DTEGY DEUTSCHE TELEKOM AG 0.7%
Value ($000) $6,241 Shares 362,547 Est. Cost $11.86 Unrealized
AXS AXIS CAPITAL HOLDINGS LTD 0.7%
Value ($000) $6,222 Shares 116,580 Est. Cost $33.50 Unrealized +19.9%
EFX EQUIFAX INC 0.6%
Value ($000) $6,195 Shares 63,810 Est. Cost $53.71 Unrealized +64.1%
E ENI SPA ADR 0.6%
Value ($000) $6,167 Shares 173,339 Est. Cost $38.70 Unrealized
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $6,163 Shares 52,637 Est. Cost $66.04 Unrealized +15.1%
STM STMICROELECTRONICS N V ADR 0.6%
Value ($000) $6,104 Shares 751,720 Est. Cost $9.02 Unrealized
GLAXOSMITHKLINE PLC SPONSORED 0.6%
Value ($000) $6,089 Shares 146,192 Est. Cost $49.35 Unrealized
TGNA TEGNA INC 0.6%
Value ($000) $6,049 Shares 188,615 Est. Cost $18.83 Unrealized 0.0%
CM CANADIAN IMPERIAL BANK OF COMM 0.6%
Value ($000) $5,970 Shares 80,985 Est. Cost $21.89 Unrealized +6.4%
BP B P PLC-SPON ADR 0.6%
Value ($000) $5,968 Shares 149,361 Est. Cost $41.43 Unrealized
ZURVY ZURICH INSURANCE GROUP LTD ADR 0.6%
Value ($000) $5,917 Shares 194,641 Est. Cost $27.02 Unrealized
MPC MARATHON PETE CORP 0.6%
Value ($000) $5,912 Shares 113,025 Est. Cost $36.61 Unrealized 0.0%
MO ALTRIA GROUP INC 0.6%
Value ($000) $5,907 Shares 120,766 Est. Cost $17.67 Unrealized +43.0%
LVS LAS VEGAS SANDS CORP 0.6%
Value ($000) $5,882 Shares 111,895 Est. Cost $39.49 Unrealized 0.0%
EW EDWARDS LIFESCIENCES 0.6%
Value ($000) $5,867 Shares 41,195 Est. Cost $11.72 Unrealized +92.5%
PM PHILIP MORRIS INTERNATIONAL 0.6%
Value ($000) $5,862 Shares 73,120 Est. Cost $49.01 Unrealized -1.4%
KEY KEYCORP 0.6%
Value ($000) $5,852 Shares 389,601 Est. Cost $6.56 Unrealized +46.9%
FFIV F5 NETWORKS INC 0.6%
Value ($000) $5,726 Shares 47,579 Est. Cost $117.53 Unrealized +4.6%
AZN ASTRAZENECA PLC SPONSORED ADR 0.6%
Value ($000) $5,705 Shares 89,546 Est. Cost $51.44 Unrealized
ADM ARCHER DANIELS MIDLAND 0.6%
Value ($000) $5,654 Shares 117,253 Est. Cost $31.61 Unrealized +16.5%
MAT MATTEL INC 0.6%
Value ($000) $5,631 Shares 219,180 Est. Cost $26.33 Unrealized 0.0%
NATIONAL GRID PLC (ADR) 0.6%
Value ($000) $5,628 Shares 87,165 Est. Cost $64.60 Unrealized
BGC PARTNERS INC 0.6%
Value ($000) $5,572 Shares 636,855 Est. Cost $7.11 Unrealized
WILLIAMS PARTNERS L.P. 0.6%
Value ($000) $5,567 Shares 114,952 Est. Cost $49.03 Unrealized
EXELON CORP 6.5% CONV PFD 6/1/ 0.6%
Value ($000) $5,554 Shares 122,440 Est. Cost $51.28 Unrealized
GOOGLE INC CL A 0.6%
Value ($000) $5,535 Shares 10,249 Est. Cost $871.68 Unrealized
RCI ROGERS COMMUNICATIONS CL B ADR 0.6%
Value ($000) $5,525 Shares 155,505 Est. Cost $39.13 Unrealized -10.9%
RAYTHEON COMPANY 0.6%
Value ($000) $5,515 Shares 57,645 Est. Cost $101.63 Unrealized
TOTAL SA 0.6%
Value ($000) $5,509 Shares 112,045 Est. Cost $49.17 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.6%
Value ($000) $5,475 Shares 132,065 Est. Cost $40.07 Unrealized
EG EVEREST RE GROUP LTD 0.6%
Value ($000) $5,462 Shares 30,007 Est. Cost $124.01 Unrealized +17.2%
F FORD MOTOR 0.6%
Value ($000) $5,455 Shares 363,435 Est. Cost $8.28 Unrealized +5.6%
COP CONOCOPHILLIPS 0.6%
Value ($000) $5,449 Shares 88,736 Est. Cost $41.29 Unrealized +12.3%
AME AMETEK INC 0.6%
Value ($000) $5,370 Shares 98,030 Est. Cost $38.93 Unrealized +28.2%
ACE LIMITED 0.6%
Value ($000) $5,364 Shares 52,753 Est. Cost $90.56 Unrealized
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $5,361 Shares 115,011 Est. Cost $26.59 Unrealized +6.5%
HMN HORACE MANN EDUCATORS CORP 0.6%
Value ($000) $5,358 Shares 147,287 Est. Cost $23.55 Unrealized +49.3%
AUSTRAL-NEW ZEAL BANK ADR 0.6%
Value ($000) $5,357 Shares 216,370 Est. Cost $26.92 Unrealized
BLX BANCO LATINOAMERICANO DE EXPOR 0.6%
Value ($000) $5,354 Shares 166,383 Est. Cost $16.28 Unrealized +5.7%
T AT & T INC 0.6%
Value ($000) $5,342 Shares 150,383 Est. Cost $11.43 Unrealized +6.8%
MOG/A MOOG INC 0.6%
Value ($000) $5,337 Shares 75,508 Est. Cost $63.64 Unrealized +2.8%
ALCOA INC 5.375% CONV PFD 10/1 0.6%
Value ($000) $5,325 Shares 134,710 Est. Cost $46.65 Unrealized
UVV UNIVERSAL CORP 0.6%
Value ($000) $5,316 Shares 92,735 Est. Cost $42.73 Unrealized +18.4%
SEAGATE TECHNOLOGY 0.6%
Value ($000) $5,311 Shares 111,815 Est. Cost $47.50 Unrealized
NABZY NATIONAL AUSTRALIA BK SPONSORE 0.6%
Value ($000) $5,285 Shares 415,470 Est. Cost $14.11 Unrealized
MD MEDNAX INC. 0.5%
Value ($000) $5,175 Shares 69,835 Est. Cost $58.19 Unrealized +23.7%
LEXINGTON REALTY TRUST 0.5%
Value ($000) $5,148 Shares 607,115 Est. Cost $10.88 Unrealized
CHKP CHECK POINT SOFTWARE TECH 0.5%
Value ($000) $5,124 Shares 64,418 Est. Cost $48.76 Unrealized +73.3%
PPL PPL CORP 0.5%
Value ($000) $5,085 Shares 172,559 Est. Cost $16.91 Unrealized +14.8%
MENTOR GRAPHICS 0.5%
Value ($000) $5,066 Shares 191,684 Est. Cost $22.59 Unrealized
AB ALLIANCEBERNSTEIN HOLDING LP 0.5%
Value ($000) $5,046 Shares 170,865 Est. Cost $26.14 Unrealized
SHIRE PLC ADR 0.5%
Value ($000) $5,035 Shares 20,849 Est. Cost $212.97 Unrealized
TARGA RESOURCES PARTNERS LP 0.5%
Value ($000) $5,004 Shares 129,635 Est. Cost $46.98 Unrealized
BCE BCE INC ADR 0.5%
Value ($000) $4,977 Shares 117,115 Est. Cost $22.41 Unrealized +5.3%
CTSH COGNIZANT TECH SOLUTIONS CL A 0.5%
Value ($000) $4,966 Shares 81,295 Est. Cost $44.29 Unrealized +25.7%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $4,949 Shares 57,417 Est. Cost $62.20 Unrealized +7.3%
IWF ISHARES RUSSELL 1000 GROWTH 0.5%
Value ($000) $4,946 Shares 49,957 Est. Cost $74.75 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GRP 0.5%
Value ($000) $4,931 Shares 125,522 Est. Cost $22.57 Unrealized +26.7%
SWKS SKYWORKS SOLUTIONS INC. 0.5%
Value ($000) $4,904 Shares 47,109 Est. Cost $23.65 Unrealized +245.1%
MGA MAGNA INTL CL A 0.5%
Value ($000) $4,902 Shares 87,395 Est. Cost $37.70 Unrealized +8.6%
WEYERHAEUSER 6.375% CONV PFD 7 0.5%
Value ($000) $4,902 Shares 94,260 Est. Cost $53.52 Unrealized
CBRL CRACKER BARREL OLD COUNTRY STO 0.5%
Value ($000) $4,874 Shares 32,677 Est. Cost $88.76 Unrealized 0.0%
TELSTRA CORP ADR 0.5%
Value ($000) $4,867 Shares 206,420 Est. Cost $22.24 Unrealized
SANDERSON FARMS 0.5%
Value ($000) $4,828 Shares 64,239 Est. Cost $84.02 Unrealized
ROYAL DUTCH SHELL PLC-ADR A 0.5%
Value ($000) $4,807 Shares 84,324 Est. Cost $62.55 Unrealized
BED BATH & BEYOND 0.5%
Value ($000) $4,780 Shares 69,300 Est. Cost $71.01 Unrealized
QUALITY SYS INC 0.5%
Value ($000) $4,776 Shares 288,204 Est. Cost $14.45 Unrealized
MPT MEDICAL PROPERTIES TRUST INC. 0.5%
Value ($000) $4,766 Shares 363,575 Est. Cost $12.45 Unrealized
TXT TEXTRON 0.5%
Value ($000) $4,759 Shares 106,635 Est. Cost $36.99 Unrealized +20.9%
AON PLC ADR 0.5%
Value ($000) $4,694 Shares 47,086 Est. Cost $90.19 Unrealized
PTC PTC INC. 0.5%
Value ($000) $4,673 Shares 113,925 Est. Cost $30.97 Unrealized +27.7%
HELE HELEN OF TROY CORP LTD 0.5%
Value ($000) $4,667 Shares 47,870 Est. Cost $87.97 Unrealized 0.0%
ENERSYS 0.5%
Value ($000) $4,654 Shares 66,207 Est. Cost $64.32 Unrealized
ORI OLD REPUBLIC INTL 0.5%
Value ($000) $4,642 Shares 297,015 Est. Cost $6.83 Unrealized +4.9%
GRMN GARMIN LTD ADR 0.5%
Value ($000) $4,605 Shares 104,815 Est. Cost $25.40 Unrealized +32.5%
KFY KORN/FERRY INTERNATIONAL 0.5%
Value ($000) $4,569 Shares 131,412 Est. Cost $28.38 Unrealized 0.0%
WRB W.R. BERKLEY CORPORATION 0.5%
Value ($000) $4,562 Shares 87,840 Est. Cost $10.69 Unrealized +10.2%
MALLINCKRODT PLC 0.5%
Value ($000) $4,549 Shares 38,645 Est. Cost $126.48 Unrealized
SAN BANCO SANTANDER ADR 0.5%
Value ($000) $4,546 Shares 648,450 Est. Cost $7.01 Unrealized
OMCL OMNICELL INC. 0.5%
Value ($000) $4,541 Shares 120,427 Est. Cost $36.48 Unrealized 0.0%
AYI ACUITY BRANDS INC 0.5%
Value ($000) $4,537 Shares 25,210 Est. Cost $169.64 Unrealized 0.0%
TARO PHARMACEUTICAL IND 0.5%
Value ($000) $4,498 Shares 31,302 Est. Cost $143.70 Unrealized
CTTAY CONTINENTAL AG 0.5%
Value ($000) $4,492 Shares 93,980 Est. Cost $44.56 Unrealized
COHERENT INC 0.5%
Value ($000) $4,449 Shares 70,080 Est. Cost $63.48 Unrealized
HSBC HSBC HOLDINGS PLC 0.5%
Value ($000) $4,422 Shares 98,690 Est. Cost $42.59 Unrealized
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $4,380 Shares 159,505 Est. Cost $20.63 Unrealized 0.0%
BROCADE COMMUNCATIONS SYS 0.5%
Value ($000) $4,379 Shares 368,602 Est. Cost $11.87 Unrealized
WLK WESTLAKE CHEMICAL CORP 0.5%
Value ($000) $4,373 Shares 63,757 Est. Cost $62.10 Unrealized 0.0%
LAM RESEARCH 0.5%
Value ($000) $4,361 Shares 53,605 Est. Cost $79.16 Unrealized
WDS WOODSIDE PETROLEUM LTD ADR 0.5%
Value ($000) $4,327 Shares 162,655 Est. Cost $26.18 Unrealized
WESTAR ENERGY INC 0.4%
Value ($000) $4,275 Shares 124,925 Est. Cost $35.73 Unrealized
BRDCY BRIDGESTONE CORP ADR 0.4%
Value ($000) $4,272 Shares 231,030 Est. Cost $20.06 Unrealized
DLX DELUXE CORP 0.4%
Value ($000) $4,257 Shares 68,660 Est. Cost $24.60 Unrealized +76.0%
IWD ISHARES RUSSELL 1000 VALUE 0.4%
Value ($000) $4,240 Shares 41,101 Est. Cost $96.36 Unrealized
KSS KOHLS CORP 0.4%
Value ($000) $4,187 Shares 66,880 Est. Cost $69.43 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES 0.4%
Value ($000) $4,126 Shares 59,090 Est. Cost $43.01 Unrealized +72.5%
IXP ISHARES S&P GLOBAL TELECOMMUNI 0.4%
Value ($000) $4,123 Shares 66,350 Est. Cost $61.30 Unrealized
CENTURYLINK 0.4%
Value ($000) $4,084 Shares 139,003 Est. Cost $35.36 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $4,074 Shares 103,859 Est. Cost $27.85 Unrealized +4.2%
NVDA NVIDIA CORP 0.4%
Value ($000) $4,064 Shares 202,085 Est. Cost $0.51 Unrealized +2.4%
CVX CHEVRON CORP 0.4%
Value ($000) $4,030 Shares 41,781 Est. Cost $71.29 Unrealized -6.8%
BKE BUCKLE INC 0.4%
Value ($000) $4,025 Shares 87,935 Est. Cost $16.98 Unrealized -7.6%
CELGENE CORP 0.4%
Value ($000) $4,011 Shares 34,658 Est. Cost $111.94 Unrealized
HEALTH NET INC 0.4%
Value ($000) $4,008 Shares 62,500 Est. Cost $60.50 Unrealized
SNA SNAP-ON INC 0.4%
Value ($000) $4,007 Shares 25,159 Est. Cost $101.74 Unrealized +18.4%
HEWLETT-PACKARD CO 0.4%
Value ($000) $3,863 Shares 128,722 Est. Cost $32.38 Unrealized
AMGN AMGEN 0.4%
Value ($000) $3,827 Shares 24,925 Est. Cost $84.49 Unrealized +39.2%
LUV SOUTHWEST AIRLINES 0.4%
Value ($000) $3,820 Shares 115,440 Est. Cost $34.60 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.4%
Value ($000) $3,806 Shares 122,035 Est. Cost $36.04 Unrealized -5.2%
SANM SANMINA CORP 0.4%
Value ($000) $3,792 Shares 188,118 Est. Cost $22.93 Unrealized -4.7%
WNS HOLDINGS LIMITED ADR 0.4%
Value ($000) $3,577 Shares 133,713 Est. Cost $22.51 Unrealized
ENERGY TRANSFER PARTNERS L.P. 0.4%
Value ($000) $3,457 Shares 66,225 Est. Cost $55.53 Unrealized
WADDELL & REED FINANCIAL INC 0.3%
Value ($000) $3,332 Shares 70,435 Est. Cost $49.54 Unrealized
SPKKY SPARK NEW ZEALAND SPONSORED AD 0.3%
Value ($000) $3,311 Shares 351,665 Est. Cost $11.60 Unrealized
MOS THE MOSAIC COMPANY 0.3%
Value ($000) $3,063 Shares 65,370 Est. Cost $36.67 Unrealized 0.0%
EPR EPR PROPERTIES 0.3%
Value ($000) $3,024 Shares 55,197 Est. Cost $53.62 Unrealized
SPY S & P 500 DEPOSITARY RECEIPT 0.3%
Value ($000) $3,006 Shares 14,604 Est. Cost $181.48 Unrealized
ASPEN INSURANCE HOLDINGS LTD 0.3%
Value ($000) $2,954 Shares 61,663 Est. Cost $47.91 Unrealized
OHI OMEGA HEALTHCARE INVESTORS INC 0.3%
Value ($000) $2,877 Shares 83,780 Est. Cost $34.34 Unrealized
SLRC SOLAR CAPITAL LTD 0.3%
Value ($000) $2,827 Shares 157,030 Est. Cost $7.16 Unrealized 0.0%
STAG STAG INDUSTRIAL INC 0.3%
Value ($000) $2,753 Shares 137,660 Est. Cost $20.00 Unrealized
FIDELITY & GUARANTY LIFE 0.3%
Value ($000) $2,708 Shares 114,600 Est. Cost $23.60 Unrealized
TX TERNIUM SA - SPONSORED ADR 0.3%
Value ($000) $2,699 Shares 155,945 Est. Cost $17.31 Unrealized
ENBRIDGE ENERGY PARTNERS LP 0.3%
Value ($000) $2,664 Shares 79,920 Est. Cost $33.33 Unrealized
UMBF UMB FINL CORP 0.2%
Value ($000) $2,092 Shares 36,686 Est. Cost $50.96 Unrealized +5.5%
DVY ISHARES DOW JONES SELECT DIVID 0.2%
Value ($000) $1,514 Shares 20,144 Est. Cost $75.05 Unrealized
BA BOEING CO 0.1%
Value ($000) $1,355 Shares 9,770 Est. Cost $81.44 Unrealized +58.2%
GANNETT INC 0.1%
Value ($000) $1,319 Shares 94,307 Est. Cost $13.99 Unrealized
DST SYSTEMS INC. 0.1%
Value ($000) $1,256 Shares 9,968 Est. Cost $96.09 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1,159 Shares 38,116 Est. Cost $18.55 Unrealized +35.3%
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $1,005 Shares 6,182 Est. Cost $118.33 Unrealized -13.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $917 Shares 11,020 Est. Cost $53.83 Unrealized +0.9%
GENERAL ELECTRIC 0.1%
Value ($000) $760 Shares 28,580 Est. Cost $23.99 Unrealized
USB US BANCORP 0.1%
Value ($000) $756 Shares 17,427 Est. Cost $22.59 Unrealized +32.4%
IVE ISHARES S&P 500 VALUE INDEX 0.1%
Value ($000) $712 Shares 7,720 Est. Cost $93.23 Unrealized
JPMORGAN ALERIAN MLP INDEX ETN 0.1%
Value ($000) $699 Shares 17,665 Est. Cost $46.62 Unrealized
FIRST EAGLE FDS INC GLOBAL FD 0.1%
Value ($000) $648 Shares 12,136 Est. Cost $50.94 Unrealized
KANSAS CITY SOUTHERN 0.1%
Value ($000) $638 Shares 7,000 Est. Cost $107.57 Unrealized
PEP PEPSICO 0.1%
Value ($000) $589 Shares 6,309 Est. Cost $60.09 Unrealized +15.3%
SWTSX SCHWAB TOTAL STOCK MARKET INDE 0.1%
Value ($000) $584 Shares 15,508 Est. Cost $29.65 Unrealized
IJR ISHARES S&P SMALLCAP 600 0.1%
Value ($000) $571 Shares 4,840 Est. Cost $91.00 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $555 Shares 7,280 Est. Cost $69.67 Unrealized
DUPONT (EI) DE NEMOURS 0.1%
Value ($000) $541 Shares 8,450 Est. Cost $53.83 Unrealized
SSO PROSHARES ULTRA S&P 500 0.1%
Value ($000) $516 Shares 8,000 Est. Cost $90.13 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $492 Shares 11,150 Est. Cost $32.93 Unrealized +19.3%
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $475 Shares 6,072 Est. Cost $58.79 Unrealized +2.0%
CERNER CORP 0.0%
Value ($000) $474 Shares 6,857 Est. Cost $67.44 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.0%
Value ($000) $461 Shares 3,385 Est. Cost $118.54 Unrealized +20.3%
LLY LILLY (ELI) 0.0%
Value ($000) $457 Shares 5,477 Est. Cost $42.63 Unrealized +48.2%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $440 Shares 5,662 Est. Cost $75.24 Unrealized -9.6%
NSRGY NESTLE S.A. ADR 0.0%
Value ($000) $423 Shares 5,858 Est. Cost $67.26 Unrealized
MCD MCDONALDS 0.0%
Value ($000) $399 Shares 4,200 Est. Cost $71.80 Unrealized +3.3%
PIONEER NAT RES CO 0.0%
Value ($000) $353 Shares 2,545 Est. Cost $144.79 Unrealized
BROOKFIELD ASSET MANAGEMENT IN 0.0%
Value ($000) $314 Shares 9,000 Est. Cost $35.63 Unrealized
IWM ISHARES RUSSELL 2000 0.0%
Value ($000) $297 Shares 2,380 Est. Cost $98.17 Unrealized
WFC WELLS FARGO COMPANY 0.0%
Value ($000) $285 Shares 5,073 Est. Cost $29.97 Unrealized +38.1%
PROTEON THERAPEUTICS INC 0.0%
Value ($000) $255 Shares 14,289 Est. Cost $17.85 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $254 Shares 2,487 Est. Cost $86.49 Unrealized
AMZN AMAZON INC 0.0%
Value ($000) $243 Shares 559 Est. Cost $17.58 Unrealized +18.9%
MDT MEDTRONIC HLDG LTD 0.0%
Value ($000) $240 Shares 3,235 Est. Cost $58.22 Unrealized +1.0%
AGTHX GROWTH FD AMER INC COM 0.0%
Value ($000) $218 Shares 4,873 Est. Cost $43.30 Unrealized
EQR EQUITY RESIDENT PPTYS SH BEN I 0.0%
Value ($000) $211 Shares 3,000 Est. Cost $39.89 Unrealized +8.6%
TITAN MEDICAL INC. 0.0%
Value ($000) $45 Shares 34,500 Est. Cost $1.62 Unrealized
BUKS BUTLER NATL CORP 0.0%
Value ($000) $18 Shares 70,000 Est. Cost $0.17 Unrealized +22.2%
IMPART MEDIA GROUP INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized