MERITAGE PORTFOLIO MANAGEMENT Diversified Active

CIK: 0000881432 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Jan 24, 2017

Total Value ($000): $915,826 (100.0% shares, 0.0% debt)

Holdings (182)

AAPL APPLE COMPUTER INC 2.2%
Value ($000) $19,859 Shares 171,463 Est. Cost $21.12 Unrealized +23.5%
SEB SEABOARD CORP 2.0%
Value ($000) $18,420 Shares 4,661 Est. Cost $2641.01 Unrealized +40.1%
NVDA NVIDIA CORP 1.9%
Value ($000) $17,677 Shares 165,604 Est. Cost $0.52 Unrealized +297.8%
GOOGL ALPHABET INC CL A 1.9%
Value ($000) $17,440 Shares 22,008 Est. Cost $33.51 Unrealized +18.4%
IWD ISHARES RUSSELL 1000 VALUE 1.7%
Value ($000) $15,150 Shares 135,234 Est. Cost $99.59 Unrealized
AMZN AMAZON INC 1.7%
Value ($000) $15,131 Shares 20,178 Est. Cost $29.47 Unrealized +33.0%
HD HOME DEPOT INC 1.6%
Value ($000) $15,019 Shares 112,016 Est. Cost $68.36 Unrealized +51.3%
XLP CONSUMER STAPLES SELECT SECTOR 1.6%
Value ($000) $14,228 Shares 275,157 Est. Cost $51.74 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $13,106 Shares 113,755 Est. Cost $74.65 Unrealized +20.2%
PRICELINE.COM INCORPORATED 1.2%
Value ($000) $11,343 Shares 7,737 Est. Cost $1353.09 Unrealized
ETR ENTERGY CORP 1.2%
Value ($000) $11,209 Shares 152,566 Est. Cost $22.50 Unrealized +12.2%
MSFT MICROSOFT CORP 1.2%
Value ($000) $10,816 Shares 174,062 Est. Cost $52.76 Unrealized +2.2%
DR PEPPER SNAPPLE GROUP INC 1.1%
Value ($000) $10,196 Shares 112,449 Est. Cost $70.59 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 1.1%
Value ($000) $10,110 Shares 96,377 Est. Cost $96.00 Unrealized
MA MASTERCARD INC 1.1%
Value ($000) $9,868 Shares 95,574 Est. Cost $71.36 Unrealized +37.7%
COHERENT INC 1.0%
Value ($000) $9,494 Shares 69,102 Est. Cost $63.15 Unrealized
TJX TJX COMPANIES 1.0%
Value ($000) $9,400 Shares 125,111 Est. Cost $24.62 Unrealized +35.0%
IBB ISHARES NASDAQ BIOTECH ETF 1.0%
Value ($000) $9,297 Shares 35,031 Est. Cost $265.39 Unrealized
XLE ENERGY SELECT SECTOR SPDR 1.0%
Value ($000) $9,165 Shares 121,677 Est. Cost $66.57 Unrealized
AYI ACUITY BRANDS INC 1.0%
Value ($000) $9,149 Shares 39,630 Est. Cost $180.71 Unrealized +30.2%
FISV FISERV INC 1.0%
Value ($000) $8,821 Shares 82,995 Est. Cost $25.43 Unrealized +102.0%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $8,436 Shares 279,167 Est. Cost $19.90 Unrealized +15.8%
DLX DELUXE CORP 0.9%
Value ($000) $8,266 Shares 115,429 Est. Cost $30.03 Unrealized +51.8%
OMC OMNICOM 0.9%
Value ($000) $8,106 Shares 95,246 Est. Cost $59.65 Unrealized +2.2%
EXC EXELON CORP 0.9%
Value ($000) $8,052 Shares 226,894 Est. Cost $14.18 Unrealized +21.6%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.8%
Value ($000) $7,690 Shares 47,183 Est. Cost $141.32 Unrealized +8.9%
RGA REINSURANCE GROUP OF AMERICA I 0.8%
Value ($000) $7,670 Shares 60,957 Est. Cost $64.13 Unrealized +82.8%
ENERSYS 0.8%
Value ($000) $7,465 Shares 95,577 Est. Cost $60.16 Unrealized
VLO VALERO ENERGY CORP 0.8%
Value ($000) $7,401 Shares 108,330 Est. Cost $38.47 Unrealized +11.2%
T AT & T INC 0.8%
Value ($000) $7,385 Shares 173,634 Est. Cost $11.69 Unrealized +32.2%
NICE NICE LTD SPONSORED ADR 0.8%
Value ($000) $7,290 Shares 106,024 Est. Cost $60.33 Unrealized
CVX CHEVRON CORP 0.8%
Value ($000) $7,188 Shares 61,072 Est. Cost $66.59 Unrealized +10.8%
DHR DANAHER CORP 0.8%
Value ($000) $7,175 Shares 92,171 Est. Cost $44.60 Unrealized +48.8%
FFIV F5 NETWORKS INC 0.8%
Value ($000) $6,988 Shares 48,289 Est. Cost $117.08 Unrealized +15.7%
REYNOLDS AMERICAN INC 0.8%
Value ($000) $6,920 Shares 123,489 Est. Cost $48.21 Unrealized
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $6,834 Shares 128,025 Est. Cost $26.67 Unrealized +16.2%
STT STATE STREET CORPORATION 0.7%
Value ($000) $6,817 Shares 87,713 Est. Cost $57.54 Unrealized 0.0%
VOYA VOYA FINANCIAL INC 0.7%
Value ($000) $6,802 Shares 173,427 Est. Cost $31.79 Unrealized -0.5%
CVS CVS HEALTH CORP 0.7%
Value ($000) $6,790 Shares 86,046 Est. Cost $47.72 Unrealized +27.9%
PRU PRUDENTIAL FINANCIAL INC 0.7%
Value ($000) $6,741 Shares 64,780 Est. Cost $39.23 Unrealized +59.6%
ROYAL DUTCH SHELL PLC-ADR A 0.7%
Value ($000) $6,737 Shares 123,900 Est. Cost $56.68 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.7%
Value ($000) $6,722 Shares 120,965 Est. Cost $55.57 Unrealized
THO THOR INDUSTRIES 0.7%
Value ($000) $6,670 Shares 66,663 Est. Cost $52.90 Unrealized +42.2%
AMGN AMGEN 0.7%
Value ($000) $6,652 Shares 45,500 Est. Cost $99.57 Unrealized +14.9%
MO ALTRIA GROUP INC 0.7%
Value ($000) $6,633 Shares 98,093 Est. Cost $17.67 Unrealized +92.3%
TORCHMARK CORP 0.7%
Value ($000) $6,522 Shares 88,424 Est. Cost $61.32 Unrealized
EG EVEREST RE GROUP LTD 0.7%
Value ($000) $6,436 Shares 29,741 Est. Cost $124.71 Unrealized +36.7%
CL COLGATE-PALMOLIVE 0.7%
Value ($000) $6,258 Shares 95,624 Est. Cost $44.95 Unrealized +23.2%
UVV UNIVERSAL CORP 0.7%
Value ($000) $6,131 Shares 96,180 Est. Cost $44.27 Unrealized +29.0%
SPIRIT AEROSYS HLDGS I COM CL 0.7%
Value ($000) $6,110 Shares 104,706 Est. Cost $43.00 Unrealized
AEE AMEREN CORP 0.7%
Value ($000) $6,050 Shares 115,332 Est. Cost $32.10 Unrealized +18.5%
UBIQUITI NETWORKS INC 0.7%
Value ($000) $6,047 Shares 104,617 Est. Cost $38.66 Unrealized
QCOM QUALCOMM 0.7%
Value ($000) $5,975 Shares 91,633 Est. Cost $38.42 Unrealized +36.0%
LYB LYONDELLBASELL INDUSTRIES NV 0.6%
Value ($000) $5,946 Shares 69,315 Est. Cost $46.32 Unrealized +6.6%
XLF FINANCIAL SELECT SECTOR SPDR 0.6%
Value ($000) $5,937 Shares 255,360 Est. Cost $23.25 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $5,911 Shares 36,936 Est. Cost $51.21 Unrealized +152.2%
ASPEN INSURANCE HOLDINGS LTD 0.6%
Value ($000) $5,909 Shares 107,429 Est. Cost $47.21 Unrealized
REPYY REPSOL YPF S.A. (ADR) 0.6%
Value ($000) $5,908 Shares 419,000 Est. Cost $12.77 Unrealized
IBM INTL BUSINESS MACHINES 0.6%
Value ($000) $5,883 Shares 35,442 Est. Cost $96.01 Unrealized +7.3%
BA BOEING CO 0.6%
Value ($000) $5,717 Shares 36,725 Est. Cost $118.23 Unrealized +14.2%
AETNA INC 0.6%
Value ($000) $5,675 Shares 45,766 Est. Cost $84.66 Unrealized
LUV SOUTHWEST AIRLINES 0.6%
Value ($000) $5,668 Shares 113,721 Est. Cost $33.98 Unrealized +18.2%
WKC WORLD FUEL SERVICES CORP 0.6%
Value ($000) $5,628 Shares 122,585 Est. Cost $44.57 Unrealized 0.0%
HMN HORACE MANN EDUCATORS CORP 0.6%
Value ($000) $5,619 Shares 131,284 Est. Cost $23.67 Unrealized +64.8%
MTD METTLER-TOLEDO INTERNATIONAL 0.6%
Value ($000) $5,600 Shares 13,379 Est. Cost $316.01 Unrealized +31.7%
TREX TREX CO INC 0.6%
Value ($000) $5,592 Shares 86,835 Est. Cost $15.62 Unrealized 0.0%
BP B P PLC-SPON ADR 0.6%
Value ($000) $5,578 Shares 149,215 Est. Cost $38.45 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.6%
Value ($000) $5,511 Shares 60,240 Est. Cost $49.01 Unrealized +18.8%
GRMN GARMIN LTD ADR 0.6%
Value ($000) $5,496 Shares 113,349 Est. Cost $26.16 Unrealized +49.9%
TESSERA HOLDING CORP 0.6%
Value ($000) $5,468 Shares 123,718 Est. Cost $44.20 Unrealized
WELL WELLTOWER INC 0.6%
Value ($000) $5,446 Shares 81,365 Est. Cost $47.28 Unrealized 0.0%
UTHR UNITED THERAPEUTIC DEL 0.6%
Value ($000) $5,350 Shares 37,299 Est. Cost $120.15 Unrealized +6.3%
MXL MAXLINEAR INC 0.6%
Value ($000) $5,330 Shares 244,495 Est. Cost $19.64 Unrealized +5.4%
NATIONAL GRID PLC (ADR) 0.6%
Value ($000) $5,311 Shares 91,050 Est. Cost $63.30 Unrealized
RAYTHEON COMPANY 0.6%
Value ($000) $5,265 Shares 37,078 Est. Cost $101.72 Unrealized
AON PLC ADR 0.6%
Value ($000) $5,242 Shares 46,997 Est. Cost $90.14 Unrealized
SPDR S&P OIL & GAS EQUIPT & SE 0.6%
Value ($000) $5,232 Shares 234,090 Est. Cost $22.35 Unrealized
HPQ HP INC 0.6%
Value ($000) $5,209 Shares 350,979 Est. Cost $10.47 Unrealized +7.1%
FHI FEDERATED INVESTORS CL B 0.6%
Value ($000) $5,184 Shares 183,295 Est. Cost $18.35 Unrealized 0.0%
XLB MATERIALS SELECT SECTOR SPDR 0.6%
Value ($000) $5,170 Shares 104,015 Est. Cost $49.70 Unrealized
GANNETT INC 0.6%
Value ($000) $5,160 Shares 531,395 Est. Cost $13.42 Unrealized
IVZ INVESCO LTD SHS 0.6%
Value ($000) $5,129 Shares 169,045 Est. Cost $19.11 Unrealized +5.6%
AMAT APPLIED MATLS INC 0.6%
Value ($000) $5,067 Shares 157,026 Est. Cost $25.12 Unrealized +9.4%
KSS KOHLS CORP 0.6%
Value ($000) $5,058 Shares 102,441 Est. Cost $39.74 Unrealized +24.5%
CITRIX SYS INC 0.6%
Value ($000) $5,051 Shares 56,561 Est. Cost $78.59 Unrealized
DOMTAR CORP 0.5%
Value ($000) $5,029 Shares 128,852 Est. Cost $35.60 Unrealized
TFX TELEFLEX INC 0.5%
Value ($000) $4,922 Shares 30,546 Est. Cost $147.65 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECH 0.5%
Value ($000) $4,896 Shares 57,971 Est. Cost $48.76 Unrealized +68.2%
PFE PFIZER INC 0.5%
Value ($000) $4,889 Shares 150,498 Est. Cost $17.48 Unrealized +17.3%
VNQ VANGUARD REIT ETF 0.5%
Value ($000) $4,876 Shares 59,084 Est. Cost $82.53 Unrealized
UNM UNUM GROUP 0.5%
Value ($000) $4,867 Shares 110,790 Est. Cost $33.83 Unrealized +18.3%
UNILEVER PLC SPON ADR 0.5%
Value ($000) $4,846 Shares 119,065 Est. Cost $40.70 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $4,845 Shares 82,291 Est. Cost $36.03 Unrealized +22.4%
VOX VANGUARD TELECOM SERVICES ETF 0.5%
Value ($000) $4,797 Shares 47,903 Est. Cost $78.81 Unrealized
FLEX FLEX LTD 0.5%
Value ($000) $4,796 Shares 333,784 Est. Cost $10.68 Unrealized 0.0%
ICLR ICON PLC 0.5%
Value ($000) $4,766 Shares 63,382 Est. Cost $43.18 Unrealized +79.8%
VEREIT INC 0.5%
Value ($000) $4,764 Shares 563,155 Est. Cost $8.46 Unrealized
MAIDEN HOLDINGS LTD 0.5%
Value ($000) $4,743 Shares 271,805 Est. Cost $12.24 Unrealized
AME AMETEK INC 0.5%
Value ($000) $4,738 Shares 97,485 Est. Cost $39.32 Unrealized +13.4%
SPY S & P 500 DEPOSITARY RECEIPT 0.5%
Value ($000) $4,734 Shares 21,181 Est. Cost $191.50 Unrealized
CENTURYLINK 0.5%
Value ($000) $4,715 Shares 198,274 Est. Cost $31.82 Unrealized
CIGNA CORP 0.5%
Value ($000) $4,699 Shares 35,227 Est. Cost $101.42 Unrealized
BIIB BIOGEN INC 0.5%
Value ($000) $4,640 Shares 16,363 Est. Cost $299.10 Unrealized -0.9%
TOTAL SA 0.5%
Value ($000) $4,630 Shares 90,840 Est. Cost $48.63 Unrealized
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $4,628 Shares 19,329 Est. Cost $167.76 Unrealized 0.0%
ORI OLD REPUBLIC INTL 0.5%
Value ($000) $4,562 Shares 240,070 Est. Cost $6.83 Unrealized +30.6%
II-VI INC 0.5%
Value ($000) $4,504 Shares 151,913 Est. Cost $21.71 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GRP 0.5%
Value ($000) $4,366 Shares 99,512 Est. Cost $22.57 Unrealized +34.9%
PPC PILGRIMS PRIDE CORP 0.5%
Value ($000) $4,350 Shares 229,067 Est. Cost $21.39 Unrealized -8.7%
ISRG INTUITIVE SURGICAL INC 0.5%
Value ($000) $4,282 Shares 6,752 Est. Cost $76.57 Unrealized -4.0%
SNA SNAP-ON INC 0.5%
Value ($000) $4,268 Shares 24,920 Est. Cost $102.66 Unrealized +26.6%
MICHAEL KORS HOLDINGS LTD 0.5%
Value ($000) $4,247 Shares 98,803 Est. Cost $42.74 Unrealized
RED HAT INC 0.5%
Value ($000) $4,175 Shares 59,898 Est. Cost $74.52 Unrealized
EPD ENTERPRISE PRODS PARTNERS L.P. 0.4%
Value ($000) $4,107 Shares 151,880 Est. Cost $26.89 Unrealized
ARCC ARES CAPITAL CORPORATION 0.4%
Value ($000) $4,101 Shares 248,685 Est. Cost $6.30 Unrealized +5.1%
KO COCA COLA CO 0.4%
Value ($000) $4,097 Shares 98,819 Est. Cost $27.89 Unrealized +11.9%
MPT MEDICAL PROPERTIES TRUST INC. 0.4%
Value ($000) $4,085 Shares 332,160 Est. Cost $12.26 Unrealized
TERADATA CORPORATION 0.4%
Value ($000) $4,023 Shares 148,079 Est. Cost $25.07 Unrealized
OHI OMEGA HEALTHCARE INVESTORS INC 0.4%
Value ($000) $3,987 Shares 127,555 Est. Cost $34.73 Unrealized
ETN EATON CORP PLC 0.4%
Value ($000) $3,941 Shares 58,750 Est. Cost $46.15 Unrealized +17.3%
BLX BANCO LATINOAMERICANO DE EXPOR 0.4%
Value ($000) $3,910 Shares 132,835 Est. Cost $16.26 Unrealized -0.3%
BMO BANK OF MONTREAL 0.4%
Value ($000) $3,870 Shares 53,798 Est. Cost $46.20 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $3,818 Shares 15,275 Est. Cost $82.30 Unrealized +138.0%
SLRC SOLAR CAPITAL LTD 0.4%
Value ($000) $3,815 Shares 183,230 Est. Cost $7.00 Unrealized +23.7%
STAPLES INC 0.4%
Value ($000) $3,787 Shares 418,470 Est. Cost $8.55 Unrealized
INGR INGREDION INC 0.4%
Value ($000) $3,766 Shares 30,140 Est. Cost $94.78 Unrealized +33.3%
AB ALLIANCEBERNSTEIN HOLDING LP 0.4%
Value ($000) $3,750 Shares 159,915 Est. Cost $25.20 Unrealized
SNPS SYNOPSYS 0.4%
Value ($000) $3,744 Shares 63,601 Est. Cost $35.82 Unrealized +66.1%
RIO RIO TINTO PLC SPONSORED ADR 0.4%
Value ($000) $3,507 Shares 91,200 Est. Cost $38.45 Unrealized
WNS HOLDINGS LIMITED ADR 0.4%
Value ($000) $3,314 Shares 120,281 Est. Cost $22.51 Unrealized
TER TERADYNE INC 0.4%
Value ($000) $3,219 Shares 126,732 Est. Cost $18.42 Unrealized +22.3%
LAZARD LTD 0.3%
Value ($000) $3,089 Shares 75,175 Est. Cost $41.09 Unrealized
JUNIPER NETWORKS INC 0.3%
Value ($000) $2,992 Shares 105,880 Est. Cost $24.06 Unrealized
IOSP INNOSPEC INC 0.3%
Value ($000) $2,789 Shares 40,721 Est. Cost $56.82 Unrealized 0.0%
BIGGQ BIG LOTS INC 0.3%
Value ($000) $2,741 Shares 54,595 Est. Cost $40.02 Unrealized -3.7%
SWKS SKYWORKS SOLUTIONS INC. 0.3%
Value ($000) $2,620 Shares 35,086 Est. Cost $63.42 Unrealized 0.0%
VFH VANGUARD FINANCIAL ETF 0.3%
Value ($000) $2,549 Shares 42,950 Est. Cost $59.35 Unrealized
FIDELITY & GUARANTY LIFE 0.3%
Value ($000) $2,520 Shares 106,350 Est. Cost $23.62 Unrealized
HIW HIGHWOODS PROPERTIES 0.3%
Value ($000) $2,489 Shares 48,797 Est. Cost $51.01 Unrealized
BDN BRANDYWINE REALTY TRUST 0.3%
Value ($000) $2,442 Shares 147,880 Est. Cost $16.51 Unrealized
CHICAGO BRIDGE & IRON COMPANY 0.3%
Value ($000) $2,410 Shares 75,920 Est. Cost $31.74 Unrealized
UMBF UMB FINL CORP 0.3%
Value ($000) $2,367 Shares 30,686 Est. Cost $50.96 Unrealized +36.4%
DVY ISHARES DOW JONES SELECT DVD E 0.2%
Value ($000) $2,134 Shares 24,098 Est. Cost $80.29 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $1,995 Shares 23,320 Est. Cost $81.21 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1,305 Shares 35,963 Est. Cost $19.22 Unrealized +51.7%
BRK/A BERKSHIRE HATHAWAY INC-CL A 0.1%
Value ($000) $1,221 Shares 5 Est. Cost $220902.31 Unrealized +4.5%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,181 Shares 14,062 Est. Cost $62.13 Unrealized +1.5%
USB US BANCORP 0.1%
Value ($000) $1,101 Shares 21,446 Est. Cost $23.80 Unrealized +41.9%
DST SYSTEMS INC. 0.1%
Value ($000) $968 Shares 9,030 Est. Cost $96.22 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $913 Shares 13,212 Est. Cost $20.76 Unrealized -4.1%
GENERAL ELECTRIC 0.1%
Value ($000) $897 Shares 28,380 Est. Cost $24.86 Unrealized
IVE ISHARES S&P 500 VALUE INDEX 0.1%
Value ($000) $839 Shares 8,280 Est. Cost $94.02 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $825 Shares 11,523 Est. Cost $71.20 Unrealized -25.3%
JPMORGAN ALERIAN MLP INDEX ETN 0.1%
Value ($000) $791 Shares 25,030 Est. Cost $31.67 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $762 Shares 8,442 Est. Cost $52.46 Unrealized +10.9%
IJR ISHARES S&P SMALLCAP 600 0.1%
Value ($000) $650 Shares 4,724 Est. Cost $91.00 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 0.1%
Value ($000) $629 Shares 11,610 Est. Cost $52.85 Unrealized
KANSAS CITY SOUTHERN 0.1%
Value ($000) $615 Shares 7,250 Est. Cost $106.79 Unrealized
DUPONT (EI) DE NEMOURS 0.1%
Value ($000) $569 Shares 7,750 Est. Cost $54.46 Unrealized
PEP PEPSICO 0.1%
Value ($000) $545 Shares 5,209 Est. Cost $60.09 Unrealized +32.1%
SWTSX SCHWAB TOTAL STK MKT INDEX 0.1%
Value ($000) $540 Shares 13,591 Est. Cost $29.76 Unrealized
SSO PROSHARES ULTRA S&P 500 0.1%
Value ($000) $518 Shares 6,800 Est. Cost $90.13 Unrealized
MCD MCDONALDS 0.1%
Value ($000) $475 Shares 3,905 Est. Cost $71.80 Unrealized +31.3%
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $433 Shares 5,152 Est. Cost $59.34 Unrealized +12.5%
NFLX NETFLIX INC 0.0%
Value ($000) $400 Shares 3,232 Est. Cost $10.06 Unrealized +17.8%
LLY LILLY (ELI) 0.0%
Value ($000) $368 Shares 5,002 Est. Cost $42.63 Unrealized +50.6%
NSRGY NESTLE S.A. ADR 0.0%
Value ($000) $364 Shares 5,075 Est. Cost $67.26 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $350 Shares 1,945 Est. Cost $144.79 Unrealized
IWM ISHARES RUSSELL 2000 0.0%
Value ($000) $322 Shares 2,385 Est. Cost $99.83 Unrealized
FDL FIRST TRUST MORNINGSTAR DVD LD 0.0%
Value ($000) $309 Shares 11,120 Est. Cost $27.79 Unrealized
BROOKFIELD ASSET MANAGEMENT IN 0.0%
Value ($000) $297 Shares 9,000 Est. Cost $35.63 Unrealized
WFC WELLS FARGO COMPANY 0.0%
Value ($000) $292 Shares 5,307 Est. Cost $39.03 Unrealized 0.0%
VGHAX VANGUARD HEALTHCARE FD ADM 0.0%
Value ($000) $280 Shares 3,587 Est. Cost $78.06 Unrealized
GOOG ALPHABET INC CL C 0.0%
Value ($000) $254 Shares 329 Est. Cost $37.81 Unrealized +2.3%
CERNER CORP 0.0%
Value ($000) $235 Shares 4,971 Est. Cost $59.67 Unrealized
META FACEBOOK INC. 0.0%
Value ($000) $229 Shares 1,988 Est. Cost $123.28 Unrealized -1.1%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $221 Shares 2,988 Est. Cost $60.98 Unrealized 0.0%
SCHG SCHWAB US LARG-CAP GROWTH ETF 0.0%
Value ($000) $203 Shares 3,634 Est. Cost $55.86 Unrealized
FKINX FRANKLIN CUST. FUNDS INCOME FU 0.0%
Value ($000) $191 Shares 82,869 Est. Cost $2.30 Unrealized
FRIAX FRANKLIN CUST. FUNDS INC SER-A 0.0%
Value ($000) $65 Shares 28,358 Est. Cost $2.29 Unrealized
TITAN MEDICAL INC. 0.0%
Value ($000) $8 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 +16.7%