MERITAGE PORTFOLIO MANAGEMENT Diversified Active

CIK: 0000881432 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 20, 2016

Total Value ($000): $889,622 (100.0% shares, 0.0% debt)

Holdings (190)

IWD ISHARES RUSSELL 1000 VALUE 2.1%
Value ($000) $18,417 Shares 178,408 Est. Cost $98.08 Unrealized
AAPL APPLE COMPUTER INC 1.9%
Value ($000) $16,603 Shares 173,675 Est. Cost $21.12 Unrealized +7.1%
NVDA NVIDIA CORP 1.8%
Value ($000) $16,449 Shares 349,894 Est. Cost $0.52 Unrealized +95.5%
XLP CONSUMER STAPLES SELECT SECTOR 1.7%
Value ($000) $15,390 Shares 279,055 Est. Cost $51.74 Unrealized
HD HOME DEPOT INC 1.6%
Value ($000) $14,491 Shares 113,489 Est. Cost $68.36 Unrealized +53.6%
AMZN AMAZON INC 1.6%
Value ($000) $14,268 Shares 19,938 Est. Cost $29.35 Unrealized +15.3%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $13,921 Shares 114,767 Est. Cost $74.65 Unrealized +16.6%
SEB SEABOARD CORP 1.5%
Value ($000) $13,351 Shares 4,651 Est. Cost $2641.01 Unrealized +8.8%
TGT TARGET CORP 1.5%
Value ($000) $13,330 Shares 190,926 Est. Cost $56.31 Unrealized -0.4%
ETR ENTERGY CORP 1.5%
Value ($000) $13,007 Shares 159,891 Est. Cost $22.50 Unrealized +17.4%
XLU UTILITIES SELECT SECTOR SPDR 1.4%
Value ($000) $12,794 Shares 243,833 Est. Cost $43.28 Unrealized
GOOGL ALPHABET INC CL A 1.4%
Value ($000) $12,025 Shares 17,093 Est. Cost $31.95 Unrealized +14.0%
DR PEPPER SNAPPLE GROUP INC 1.2%
Value ($000) $11,032 Shares 114,164 Est. Cost $70.59 Unrealized
AYI ACUITY BRANDS INC 1.1%
Value ($000) $9,902 Shares 39,932 Est. Cost $180.71 Unrealized +33.9%
GILD GILEAD SCIENCES INC 1.1%
Value ($000) $9,810 Shares 117,601 Est. Cost $71.20 Unrealized -11.9%
TJX TJX COMPANIES 1.1%
Value ($000) $9,741 Shares 126,134 Est. Cost $24.62 Unrealized +35.4%
INGR INGREDION INC 1.0%
Value ($000) $9,248 Shares 71,464 Est. Cost $94.78 Unrealized +22.8%
FISV FISERV INC 1.0%
Value ($000) $9,117 Shares 83,853 Est. Cost $25.43 Unrealized +102.4%
EXC EXELON CORP 1.0%
Value ($000) $8,897 Shares 244,686 Est. Cost $14.18 Unrealized +24.5%
MA MASTERCARD INC 1.0%
Value ($000) $8,512 Shares 96,656 Est. Cost $71.36 Unrealized +26.5%
HELE HELEN OF TROY CORP LTD 1.0%
Value ($000) $8,471 Shares 82,373 Est. Cost $92.93 Unrealized +8.6%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $8,099 Shares 282,279 Est. Cost $19.90 Unrealized +4.8%
ALL ALLSTATE CORP 0.9%
Value ($000) $7,891 Shares 112,812 Est. Cost $38.69 Unrealized +39.8%
OMC OMNICOM 0.9%
Value ($000) $7,832 Shares 96,105 Est. Cost $59.65 Unrealized 0.0%
DLX DELUXE CORP 0.9%
Value ($000) $7,829 Shares 117,957 Est. Cost $30.03 Unrealized +42.2%
T AT & T INC 0.8%
Value ($000) $7,522 Shares 174,094 Est. Cost $11.69 Unrealized +29.3%
ROYAL DUTCH SHELL PLC-ADR A 0.8%
Value ($000) $7,306 Shares 132,298 Est. Cost $56.68 Unrealized
VZ VERIZON COMMUNICATIONS 0.8%
Value ($000) $7,240 Shares 129,658 Est. Cost $26.67 Unrealized +18.0%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.8%
Value ($000) $7,104 Shares 49,065 Est. Cost $141.32 Unrealized +1.2%
CL COLGATE-PALMOLIVE 0.8%
Value ($000) $7,094 Shares 96,917 Est. Cost $44.95 Unrealized +26.6%
AMGN AMGEN 0.8%
Value ($000) $7,009 Shares 46,066 Est. Cost $99.57 Unrealized +17.2%
NICE NICE LTD SPONSORED ADR 0.8%
Value ($000) $6,900 Shares 108,059 Est. Cost $60.33 Unrealized
CB CHUBB LTD 0.8%
Value ($000) $6,898 Shares 52,777 Est. Cost $94.03 Unrealized +10.2%
MO ALTRIA GROUP INC 0.8%
Value ($000) $6,882 Shares 99,796 Est. Cost $17.67 Unrealized +88.0%
BCE BCE INC ADR 0.8%
Value ($000) $6,808 Shares 143,910 Est. Cost $22.41 Unrealized +16.5%
CVX CHEVRON CORP 0.8%
Value ($000) $6,802 Shares 64,891 Est. Cost $66.59 Unrealized +0.2%
SNPS SYNOPSYS 0.8%
Value ($000) $6,778 Shares 125,342 Est. Cost $35.82 Unrealized +40.0%
XLE ENERGY SELECT SECTOR SPDR 0.8%
Value ($000) $6,746 Shares 98,862 Est. Cost $64.21 Unrealized
REYNOLDS AMERICAN INC 0.8%
Value ($000) $6,720 Shares 124,604 Est. Cost $48.21 Unrealized
AEE AMEREN CORP 0.7%
Value ($000) $6,653 Shares 124,169 Est. Cost $32.10 Unrealized +15.5%
COHERENT INC 0.7%
Value ($000) $6,525 Shares 71,097 Est. Cost $63.15 Unrealized
RGA REINSURANCE GROUP OF AMERICA I 0.7%
Value ($000) $6,404 Shares 66,023 Est. Cost $64.13 Unrealized +49.6%
PM PHILIP MORRIS INTERNATIONAL 0.7%
Value ($000) $6,191 Shares 60,865 Est. Cost $49.01 Unrealized +25.3%
ENERSYS 0.7%
Value ($000) $6,091 Shares 102,414 Est. Cost $60.16 Unrealized
CVS CVS HEALTH CORP 0.7%
Value ($000) $5,991 Shares 62,574 Est. Cost $42.13 Unrealized +76.9%
AETNA INC 0.7%
Value ($000) $5,986 Shares 49,015 Est. Cost $84.66 Unrealized
MKSI MKS INSTRUMENTS INC 0.7%
Value ($000) $5,984 Shares 138,975 Est. Cost $32.52 Unrealized +10.1%
TORCHMARK CORP 0.7%
Value ($000) $5,866 Shares 94,893 Est. Cost $61.32 Unrealized
TARO PHARMACEUTICAL IND 0.7%
Value ($000) $5,801 Shares 39,842 Est. Cost $143.50 Unrealized
UVV UNIVERSAL CORP 0.6%
Value ($000) $5,703 Shares 98,765 Est. Cost $44.27 Unrealized +24.4%
UNF UNIFIRST CORP 0.6%
Value ($000) $5,625 Shares 48,612 Est. Cost $106.22 Unrealized +0.4%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $5,615 Shares 39,764 Est. Cost $51.21 Unrealized +122.9%
VLO VALERO ENERGY CORP 0.6%
Value ($000) $5,575 Shares 109,320 Est. Cost $38.47 Unrealized 0.0%
FFIV F5 NETWORKS INC 0.6%
Value ($000) $5,559 Shares 48,835 Est. Cost $117.08 Unrealized -8.2%
EG EVEREST RE GROUP LTD 0.6%
Value ($000) $5,535 Shares 30,301 Est. Cost $124.71 Unrealized +20.5%
PRICELINE.COM INCORPORATED 0.6%
Value ($000) $5,524 Shares 4,425 Est. Cost $1264.51 Unrealized
REPYY REPSOL YPF S.A. (ADR) 0.6%
Value ($000) $5,498 Shares 430,570 Est. Cost $12.77 Unrealized
IBM INTL BUSINESS MACHINES 0.6%
Value ($000) $5,493 Shares 36,190 Est. Cost $96.01 Unrealized -0.9%
BP B P PLC-SPON ADR 0.6%
Value ($000) $5,457 Shares 153,685 Est. Cost $38.45 Unrealized
RAYTHEON COMPANY 0.6%
Value ($000) $5,384 Shares 39,603 Est. Cost $101.72 Unrealized
PFE PFIZER INC 0.6%
Value ($000) $5,352 Shares 152,008 Est. Cost $17.48 Unrealized +20.4%
NATIONAL GRID PLC (ADR) 0.6%
Value ($000) $5,339 Shares 71,820 Est. Cost $64.60 Unrealized
ASPEN INSURANCE HOLDINGS LTD 0.6%
Value ($000) $5,333 Shares 114,990 Est. Cost $47.21 Unrealized
PPL PPL CORP 0.6%
Value ($000) $5,297 Shares 140,333 Est. Cost $16.91 Unrealized +46.5%
GD GENERAL DYNAMICS CORP 0.6%
Value ($000) $5,272 Shares 37,866 Est. Cost $115.47 Unrealized -2.1%
TEVA TEVA PHARMACEUTICAL ADS 0.6%
Value ($000) $5,245 Shares 104,426 Est. Cost $40.12 Unrealized
RCI ROGERS COMMUNICATIONS CL B ADR 0.6%
Value ($000) $5,200 Shares 128,705 Est. Cost $38.95 Unrealized -0.4%
ROYAL DUTCH PETROLEUM COMPANY 0.6%
Value ($000) $5,188 Shares 92,635 Est. Cost $47.48 Unrealized
AON PLC ADR 0.6%
Value ($000) $5,182 Shares 47,440 Est. Cost $90.14 Unrealized
WRB W.R. BERKLEY CORPORATION 0.6%
Value ($000) $5,112 Shares 85,312 Est. Cost $10.74 Unrealized +23.6%
EXELON CORP 6.5% CONV PFD 6/1/ 0.6%
Value ($000) $5,102 Shares 103,410 Est. Cost $51.07 Unrealized
DHR DANAHER CORP 0.6%
Value ($000) $5,057 Shares 50,073 Est. Cost $25.46 Unrealized +57.4%
VOX VANGUARD TELECOM SERVICES ETF 0.6%
Value ($000) $5,054 Shares 51,365 Est. Cost $78.81 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.6%
Value ($000) $4,989 Shares 69,935 Est. Cost $39.23 Unrealized +24.8%
CHKP CHECK POINT SOFTWARE TECH 0.6%
Value ($000) $4,977 Shares 62,457 Est. Cost $48.76 Unrealized +71.6%
QCOM QUALCOMM 0.6%
Value ($000) $4,970 Shares 92,785 Est. Cost $38.42 Unrealized +4.8%
EPD ENTERPRISE PRODS PARTNERS L.P. 0.6%
Value ($000) $4,961 Shares 169,550 Est. Cost $26.89 Unrealized
MTD METTLER-TOLEDO INTERNATIONAL 0.6%
Value ($000) $4,952 Shares 13,571 Est. Cost $316.01 Unrealized +15.6%
GRMN GARMIN LTD ADR 0.6%
Value ($000) $4,917 Shares 115,904 Est. Cost $26.16 Unrealized +22.4%
SPIRIT AEROSYS HLDGS I COM CL 0.5%
Value ($000) $4,866 Shares 113,155 Est. Cost $43.00 Unrealized
HMN HORACE MANN EDUCATORS CORP 0.5%
Value ($000) $4,846 Shares 143,422 Est. Cost $23.67 Unrealized +37.4%
MRK MERCK & CO INC 0.5%
Value ($000) $4,830 Shares 83,854 Est. Cost $36.03 Unrealized +9.6%
CIGNA CORP 0.5%
Value ($000) $4,810 Shares 37,578 Est. Cost $101.42 Unrealized
AZZ AZZ INC 0.5%
Value ($000) $4,809 Shares 80,175 Est. Cost $48.55 Unrealized +3.1%
LUV SOUTHWEST AIRLINES 0.5%
Value ($000) $4,794 Shares 122,274 Est. Cost $33.98 Unrealized +12.3%
BA BOEING CO 0.5%
Value ($000) $4,786 Shares 36,853 Est. Cost $118.23 Unrealized +0.3%
CENTURYLINK 0.5%
Value ($000) $4,777 Shares 164,650 Est. Cost $33.40 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GRP 0.5%
Value ($000) $4,757 Shares 102,067 Est. Cost $22.57 Unrealized +44.0%
ICLR ICON PLC 0.5%
Value ($000) $4,730 Shares 67,558 Est. Cost $43.18 Unrealized +59.0%
ORI OLD REPUBLIC INTL 0.5%
Value ($000) $4,721 Shares 244,740 Est. Cost $6.83 Unrealized +32.9%
CAMBREX CORPORATION 0.5%
Value ($000) $4,709 Shares 91,025 Est. Cost $51.73 Unrealized
ACH OWENS & MINOR INC 0.5%
Value ($000) $4,683 Shares 125,275 Est. Cost $33.36 Unrealized 0.0%
ANTHEM INC 5.25% CONV PFD 5/1/ 0.5%
Value ($000) $4,650 Shares 103,975 Est. Cost $44.72 Unrealized
OHI OMEGA HEALTHCARE INVESTORS INC 0.5%
Value ($000) $4,623 Shares 136,165 Est. Cost $34.73 Unrealized
CITRIX SYS INC 0.5%
Value ($000) $4,606 Shares 57,511 Est. Cost $78.59 Unrealized
AME AMETEK INC 0.5%
Value ($000) $4,561 Shares 98,650 Est. Cost $39.32 Unrealized +14.6%
LINEAR TECHNOLOGY CORP 0.5%
Value ($000) $4,560 Shares 97,995 Est. Cost $44.56 Unrealized
CTSH COGNIZANT TECH SOLUTIONS CL A 0.5%
Value ($000) $4,537 Shares 79,262 Est. Cost $44.40 Unrealized +20.6%
STM STMICROELECTRONICS N V ADR 0.5%
Value ($000) $4,533 Shares 769,635 Est. Cost $8.07 Unrealized
TOTAL SA 0.5%
Value ($000) $4,510 Shares 93,750 Est. Cost $48.63 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $4,479 Shares 98,819 Est. Cost $27.89 Unrealized +19.4%
THO THOR INDUSTRIES 0.5%
Value ($000) $4,405 Shares 68,039 Est. Cost $52.90 Unrealized 0.0%
RED HAT INC 0.5%
Value ($000) $4,397 Shares 60,560 Est. Cost $74.52 Unrealized
MELLANOX TECHNOLOGIES LTD 0.5%
Value ($000) $4,394 Shares 91,610 Est. Cost $54.33 Unrealized
F FORD MOTOR 0.5%
Value ($000) $4,360 Shares 346,875 Est. Cost $8.26 Unrealized -4.0%
IVZ INVESCO LTD SHS 0.5%
Value ($000) $4,347 Shares 170,190 Est. Cost $19.11 Unrealized 0.0%
JAZZ JAZZ PHARMACEUTICALS PLC 0.5%
Value ($000) $4,274 Shares 30,248 Est. Cost $147.42 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES NV 0.5%
Value ($000) $4,181 Shares 56,170 Est. Cost $46.64 Unrealized +2.0%
UBIQUITI NETWORKS INC 0.5%
Value ($000) $4,128 Shares 106,778 Est. Cost $38.66 Unrealized
STAG STAG INDUSTRIAL INC 0.5%
Value ($000) $4,113 Shares 172,710 Est. Cost $19.70 Unrealized
IXP ISHARES S&P GLOBAL TELECOMMUNI 0.5%
Value ($000) $4,064 Shares 64,318 Est. Cost $61.19 Unrealized
LVS LAS VEGAS SANDS CORP 0.5%
Value ($000) $4,047 Shares 93,055 Est. Cost $38.98 Unrealized -6.3%
SNA SNAP-ON INC 0.5%
Value ($000) $4,015 Shares 25,439 Est. Cost $102.66 Unrealized +22.6%
GANNETT INC 0.5%
Value ($000) $4,009 Shares 290,305 Est. Cost $15.64 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.4%
Value ($000) $3,973 Shares 39,590 Est. Cost $75.35 Unrealized
KSS KOHLS CORP 0.4%
Value ($000) $3,968 Shares 104,645 Est. Cost $39.74 Unrealized 0.0%
VMWARE INC CL A 0.4%
Value ($000) $3,960 Shares 69,215 Est. Cost $57.21 Unrealized
TERADATA CORPORATION 0.4%
Value ($000) $3,954 Shares 157,715 Est. Cost $25.07 Unrealized
TESSERA TECHNOLOGIES INC. 0.4%
Value ($000) $3,883 Shares 126,745 Est. Cost $32.37 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $3,834 Shares 15,448 Est. Cost $82.30 Unrealized +121.5%
MPT MEDICAL PROPERTIES TRUST INC. 0.4%
Value ($000) $3,792 Shares 249,290 Est. Cost $12.25 Unrealized
EPR EPR PROPERTIES 0.4%
Value ($000) $3,685 Shares 45,677 Est. Cost $53.62 Unrealized
SPY S & P 500 DEPOSITARY RECEIPT 0.4%
Value ($000) $3,642 Shares 17,386 Est. Cost $185.48 Unrealized
VOYA VOYA FINANCIAL INC 0.4%
Value ($000) $3,618 Shares 146,124 Est. Cost $31.83 Unrealized -13.8%
BLX BANCO LATINOAMERICANO DE EXPOR 0.4%
Value ($000) $3,606 Shares 136,058 Est. Cost $16.26 Unrealized -12.3%
PUBLIC STORAGE 5.125% PFD 0.4%
Value ($000) $3,601 Shares 139,090 Est. Cost $25.89 Unrealized
CHARLES SCHWAB 5.95% PFD 6/1/2 0.4%
Value ($000) $3,600 Shares 134,145 Est. Cost $26.05 Unrealized
GME GAMESTOP CORP 0.4%
Value ($000) $3,584 Shares 134,860 Est. Cost $5.57 Unrealized +3.0%
SPKKY SPARK NEW ZEALAND SPONSORED AD 0.4%
Value ($000) $3,580 Shares 285,560 Est. Cost $11.60 Unrealized
SLRC SOLAR CAPITAL LTD 0.4%
Value ($000) $3,573 Shares 187,550 Est. Cost $7.00 Unrealized +5.5%
EMR EMERSON ELECTRIC 0.4%
Value ($000) $3,568 Shares 68,405 Est. Cost $41.54 Unrealized 0.0%
WNS HOLDINGS LIMITED ADR 0.4%
Value ($000) $3,505 Shares 129,799 Est. Cost $22.51 Unrealized
ETN EATON CORP PLC 0.4%
Value ($000) $3,383 Shares 56,635 Est. Cost $45.80 Unrealized +8.7%
MAIDEN HOLDINGS LTD 0.4%
Value ($000) $3,364 Shares 274,835 Est. Cost $12.24 Unrealized
DOMTAR CORP 0.4%
Value ($000) $3,352 Shares 95,722 Est. Cost $35.02 Unrealized
MICHAEL KORS HOLDINGS LTD 0.4%
Value ($000) $3,151 Shares 63,689 Est. Cost $40.06 Unrealized
AB ALLIANCEBERNSTEIN HOLDING LP 0.3%
Value ($000) $3,111 Shares 133,530 Est. Cost $26.03 Unrealized
QLOGIC CORP 0.3%
Value ($000) $2,911 Shares 197,465 Est. Cost $14.74 Unrealized
II-VI INC 0.3%
Value ($000) $2,898 Shares 154,488 Est. Cost $21.71 Unrealized
TER TERADYNE INC 0.3%
Value ($000) $2,688 Shares 136,501 Est. Cost $18.42 Unrealized +1.1%
DIAMOND OFFSHORE DRILL 0.3%
Value ($000) $2,656 Shares 109,170 Est. Cost $24.33 Unrealized
FIDELITY & GUARANTY LIFE 0.3%
Value ($000) $2,627 Shares 113,338 Est. Cost $23.62 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.2%
Value ($000) $2,224 Shares 54,085 Est. Cost $29.45 Unrealized 0.0%
UMBF UMB FINL CORP 0.2%
Value ($000) $1,952 Shares 36,686 Est. Cost $50.96 Unrealized +6.7%
DVY ISHARES DOW JONES SELECT DIVID 0.2%
Value ($000) $1,394 Shares 16,343 Est. Cost $76.95 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1,132 Shares 34,488 Est. Cost $18.80 Unrealized +33.6%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,111 Shares 14,050 Est. Cost $62.13 Unrealized -6.3%
DST SYSTEMS INC. 0.1%
Value ($000) $1,040 Shares 8,930 Est. Cost $96.09 Unrealized
WEILLER HEDGE FUND 0.1%
Value ($000) $975 Shares 1 Est. Cost $975000.00 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $963 Shares 13,184 Est. Cost $20.76 Unrealized -6.0%
USB US BANCORP 0.1%
Value ($000) $865 Shares 21,446 Est. Cost $23.80 Unrealized +22.6%
GENERAL ELECTRIC 0.1%
Value ($000) $837 Shares 26,580 Est. Cost $24.41 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $790 Shares 8,425 Est. Cost $52.46 Unrealized +10.3%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $667 Shares 7,945 Est. Cost $72.95 Unrealized
KANSAS CITY SOUTHERN 0.1%
Value ($000) $631 Shares 7,000 Est. Cost $107.57 Unrealized
IVE ISHARES S&P 500 VALUE INDEX 0.1%
Value ($000) $596 Shares 6,415 Est. Cost $92.16 Unrealized
IJR ISHARES S&P SMALLCAP 600 0.1%
Value ($000) $561 Shares 4,825 Est. Cost $91.00 Unrealized
PEP PEPSICO 0.1%
Value ($000) $552 Shares 5,209 Est. Cost $60.09 Unrealized +28.3%
SWTSX SCHWAB TOTAL STOCK MARKET INDE 0.1%
Value ($000) $500 Shares 13,385 Est. Cost $29.65 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $497 Shares 9,720 Est. Cost $32.93 Unrealized +39.7%
BIIB BIOGEN INC 0.1%
Value ($000) $487 Shares 2,015 Est. Cost $321.44 Unrealized -18.0%
DUPONT (EI) DE NEMOURS 0.1%
Value ($000) $486 Shares 7,500 Est. Cost $53.83 Unrealized
MCD MCDONALDS 0.1%
Value ($000) $469 Shares 3,900 Est. Cost $71.80 Unrealized +38.1%
SSO PROSHARES ULTRA S&P 500 0.1%
Value ($000) $451 Shares 6,800 Est. Cost $90.13 Unrealized
JPMORGAN ALERIAN MLP INDEX ETN 0.0%
Value ($000) $441 Shares 13,865 Est. Cost $31.81 Unrealized
BRK/A BERKSHIRE HATHAWAY INC-CL A 0.0%
Value ($000) $434 Shares 2 Est. Cost $206031.66 Unrealized +4.1%
NSRGY NESTLE S.A. ADR 0.0%
Value ($000) $432 Shares 5,586 Est. Cost $67.26 Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $406 Shares 4,802 Est. Cost $58.79 Unrealized +7.7%
LLY LILLY (ELI) 0.0%
Value ($000) $394 Shares 5,002 Est. Cost $42.63 Unrealized +50.3%
ANEFX NEW ECONOMY FD SH BEN INT 0.0%
Value ($000) $368 Shares 10,766 Est. Cost $34.18 Unrealized
FCNTX FIDELITY CONTRAFUND 0.0%
Value ($000) $364 Shares 3,752 Est. Cost $97.01 Unrealized
AGTHX GROWTH FD AMER INC COM 0.0%
Value ($000) $352 Shares 8,493 Est. Cost $41.45 Unrealized
AIVSX AMERICAN INVEST CO OF AMERICA 0.0%
Value ($000) $350 Shares 9,867 Est. Cost $35.47 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $339 Shares 2,245 Est. Cost $144.79 Unrealized
RAFFLES HEDGE FUND 0.0%
Value ($000) $310 Shares 1 Est. Cost $310000.00 Unrealized
IWM ISHARES RUSSELL 2000 0.0%
Value ($000) $307 Shares 2,670 Est. Cost $99.83 Unrealized
BROOKFIELD ASSET MANAGEMENT IN 0.0%
Value ($000) $298 Shares 9,000 Est. Cost $35.63 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 0.0%
Value ($000) $276 Shares 5,480 Est. Cost $50.36 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $267 Shares 4,391 Est. Cost $70.61 Unrealized -21.8%
VANGUARD SMALL-CAP VALUE INDEX 0.0%
Value ($000) $265 Shares 5,847 Est. Cost $45.32 Unrealized
VASGX VANGUARD LIFESTRATEGY GROWTH F 0.0%
Value ($000) $259 Shares 9,332 Est. Cost $27.75 Unrealized
FSAGX FIDELITY SELECT GOLD PORTFOLIO 0.0%
Value ($000) $257 Shares 10,203 Est. Cost $25.19 Unrealized
CERNER CORP 0.0%
Value ($000) $216 Shares 3,678 Est. Cost $58.73 Unrealized
VSMGX VANGUARD LIFESTRAT MODERATE GR 0.0%
Value ($000) $210 Shares 8,865 Est. Cost $23.69 Unrealized
EQR EQUITY RESIDENT PPTYS SH BEN I 0.0%
Value ($000) $207 Shares 3,000 Est. Cost $39.89 Unrealized +16.2%
VASIX VANGUARD LIFESTRATEGY INCOME F 0.0%
Value ($000) $201 Shares 13,277 Est. Cost $15.14 Unrealized
SCOUT MID CAP FUND 0.0%
Value ($000) $176 Shares 11,668 Est. Cost $15.08 Unrealized
PROTEON THERAPEUTICS INC 0.0%
Value ($000) $115 Shares 14,289 Est. Cost $17.85 Unrealized
TITAN MEDICAL INC. 0.0%
Value ($000) $23 Shares 34,500 Est. Cost $1.62 Unrealized
BUKS BUTLER NATL CORP 0.0%
Value ($000) $2 Shares 10,000 Est. Cost $0.17 Unrealized +16.2%