Tortoise Investment Management, LLC Diversified Active

CIK: 0001599511 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 2, 2014

Total Value ($000): $216,577 (100.0% shares, 0.0% debt)

Holdings (368)

IVV ISHARES 10.7%
Value ($000) $23,190 Shares 123,260 Est. Cost $171.73 Unrealized
NUVEEN BUILD AMER BD FD 5.3%
Value ($000) $11,531 Shares 587,734 Est. Cost $18.65 Unrealized
SPY SPDR S&P 500 ETF TR 4.4%
Value ($000) $9,432 Shares 50,434 Est. Cost $146.80 Unrealized
NUVEEN NY DIV ADVANTG MUN FD 4.2%
Value ($000) $9,041 Shares 691,774 Est. Cost $13.40 Unrealized
NUVEEN BUILD AMER BD OPPTNY 4.0%
Value ($000) $8,557 Shares 417,419 Est. Cost $19.81 Unrealized
POWERSHARES ETF TR II 3.8%
Value ($000) $8,252 Shares 287,231 Est. Cost $29.46 Unrealized
IEMG ISHARES INC 3.5%
Value ($000) $7,509 Shares 152,988 Est. Cost $48.71 Unrealized
KINDER MORGAN MANAGEMENT LLC 3.3%
Value ($000) $7,147 Shares 99,720 Est. Cost $75.60 Unrealized
ABERDEEN ASIA PACIFIC INCOM 3.1%
Value ($000) $6,649 Shares 1,088,276 Est. Cost $6.03 Unrealized
IWB ISHARES 3.0%
Value ($000) $6,505 Shares 62,086 Est. Cost $79.71 Unrealized
NUVEEN NY DIVID ADVNTG MUN F 2.3%
Value ($000) $5,081 Shares 382,031 Est. Cost $14.54 Unrealized
EFA ISHARES 2.1%
Value ($000) $4,633 Shares 68,938 Est. Cost $56.86 Unrealized
WOOD ISHARES 2.0%
Value ($000) $4,318 Shares 83,367 Est. Cost $46.19 Unrealized
SCZ ISHARES 2.0%
Value ($000) $4,307 Shares 82,507 Est. Cost $44.90 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 1.9%
Value ($000) $4,154 Shares 25,291 Est. Cost $130.58 Unrealized
IEFA ISHARES TR 1.9%
Value ($000) $4,091 Shares 66,991 Est. Cost $54.50 Unrealized
NUVEEN MD PREM INCOME MUN FD 1.9%
Value ($000) $4,031 Shares 325,379 Est. Cost $12.06 Unrealized
SPDR SERIES TRUST 1.8%
Value ($000) $3,994 Shares 69,453 Est. Cost $56.56 Unrealized
EEM ISHARES 1.7%
Value ($000) $3,598 Shares 87,732 Est. Cost $44.35 Unrealized
SRLN SSGA ACTIVE ETF TR 1.7%
Value ($000) $3,586 Shares 71,697 Est. Cost $50.02 Unrealized
POWERSHARES GLOBAL ETF TRUST 1.6%
Value ($000) $3,513 Shares 145,634 Est. Cost $23.09 Unrealized
IJR ISHARES 1.6%
Value ($000) $3,432 Shares 31,158 Est. Cost $84.30 Unrealized
PIMCO ETF TR 1.3%
Value ($000) $2,727 Shares 55,268 Est. Cost $49.08 Unrealized
SPDR SERIES TRUST 1.2%
Value ($000) $2,647 Shares 113,850 Est. Cost $23.36 Unrealized
IJS ISHARES 1.2%
Value ($000) $2,526 Shares 22,268 Est. Cost $88.16 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $2,333 Shares 18,668 Est. Cost $89.68 Unrealized +30.3%
POWERSHARES GLOBAL ETF TRUST 1.1%
Value ($000) $2,291 Shares 99,059 Est. Cost $22.23 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $2,231 Shares 20,879 Est. Cost $92.61 Unrealized
MUB ISHARES 1.0%
Value ($000) $2,098 Shares 19,600 Est. Cost $107.16 Unrealized
PLUM CREEK TIMBER CO INC 0.7%
Value ($000) $1,497 Shares 35,605 Est. Cost $44.38 Unrealized
NUVEEN ENERGY MLP TOTL RTRNF 0.7%
Value ($000) $1,459 Shares 76,006 Est. Cost $17.70 Unrealized
DLS WISDOMTREE TR 0.6%
Value ($000) $1,391 Shares 21,384 Est. Cost $52.14 Unrealized
POWERSHARES ETF TRUST II 0.6%
Value ($000) $1,315 Shares 53,010 Est. Cost $24.79 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $1,292 Shares 16,155 Est. Cost $80.27 Unrealized
WESTERN ASSET INTM MUNI FD I 0.6%
Value ($000) $1,278 Shares 134,283 Est. Cost $9.55 Unrealized
NUVEEN CALIF MUNICPAL VALU F 0.6%
Value ($000) $1,278 Shares 81,080 Est. Cost $14.77 Unrealized
NUVEEN DIV ADVANTAGE MUN FD 0.5%
Value ($000) $1,189 Shares 88,050 Est. Cost $13.59 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $1,178 Shares 6,120 Est. Cost $191.54 Unrealized -43.0%
SPSB SPDR SERIES TRUST 0.5%
Value ($000) $1,129 Shares 36,708 Est. Cost $30.72 Unrealized
SCHX SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,096 Shares 24,505 Est. Cost $44.24 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,061 Shares 26,150 Est. Cost $41.94 Unrealized
NUVEEN SELECT TAX FREE INCM 0.5%
Value ($000) $1,048 Shares 76,700 Est. Cost $12.85 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,023 Shares 20,326 Est. Cost $46.20 Unrealized
IWM ISHARES 0.5%
Value ($000) $981 Shares 8,433 Est. Cost $87.91 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $966 Shares 9,894 Est. Cost $86.56 Unrealized -32.9%
AAPL APPLE INC 0.4%
Value ($000) $919 Shares 1,712 Est. Cost $390.77 Unrealized -95.8%
SJNK SPDR SER TR 0.4%
Value ($000) $860 Shares 27,755 Est. Cost $30.60 Unrealized
IWD ISHARES 0.4%
Value ($000) $848 Shares 8,786 Est. Cost $74.43 Unrealized
EWX SPDR INDEX SHS FDS 0.4%
Value ($000) $824 Shares 17,375 Est. Cost $46.85 Unrealized
SCHE SCHWAB STRATEGIC TR 0.4%
Value ($000) $816 Shares 33,540 Est. Cost $24.51 Unrealized
DGS WISDOMTREE TR 0.4%
Value ($000) $803 Shares 17,232 Est. Cost $49.30 Unrealized
L BRANDS INC 0.4%
Value ($000) $778 Shares 13,700 Est. Cost $49.27 Unrealized
BA BOEING CO 0.3%
Value ($000) $646 Shares 5,146 Est. Cost $75.38 Unrealized +48.2%
WISDOMTREE TR 0.3%
Value ($000) $641 Shares 31,403 Est. Cost $19.60 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $562 Shares 3 Est. Cost $134000.00 Unrealized +31.0%
PIMCO ETF TR 0.2%
Value ($000) $541 Shares 6,600 Est. Cost $81.97 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $540 Shares 6,464 Est. Cost $67.82 Unrealized -16.2%
SPDR SERIES TRUST 0.2%
Value ($000) $523 Shares 12,667 Est. Cost $40.71 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $522 Shares 6,365 Est. Cost $54.20 Unrealized +14.6%
HYG ISHARES 0.2%
Value ($000) $510 Shares 5,402 Est. Cost $92.62 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $504 Shares 5,135 Est. Cost $70.10 Unrealized -4.9%
ACWX ISHARES 0.2%
Value ($000) $491 Shares 10,551 Est. Cost $41.84 Unrealized
WMT WAL-MART STORES INC 0.2%
Value ($000) $487 Shares 6,376 Est. Cost $51.45 Unrealized -61.3%
MRK MERCK & CO INC NEW 0.2%
Value ($000) $482 Shares 8,492 Est. Cost $40.36 Unrealized -11.4%
FERRELLGAS PARTNERS L.P. 0.2%
Value ($000) $479 Shares 20,750 Est. Cost $22.93 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.2%
Value ($000) $459 Shares 18,150 Est. Cost $25.29 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $394 Shares 2,100 Est. Cost $125.61 Unrealized -45.7%
VV VANGUARD INDEX FDS 0.2%
Value ($000) $393 Shares 4,572 Est. Cost $73.61 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $391 Shares 5,538 Est. Cost $65.84 Unrealized
NYF ISHARES 0.2%
Value ($000) $378 Shares 3,500 Est. Cost $105.22 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $368 Shares 8,884 Est. Cost $36.55 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $364 Shares 4,515 Est. Cost $67.87 Unrealized -16.7%
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $352 Shares 4,145 Est. Cost $87.63 Unrealized
NUVEEN CALIF MUN VALUE FD 0.2%
Value ($000) $351 Shares 36,000 Est. Cost $9.25 Unrealized
NUVEEN CALIF PREM INCOME MUN 0.2%
Value ($000) $351 Shares 25,879 Est. Cost $13.56 Unrealized
NUVEEN SELECT TAX FREE INCM 0.2%
Value ($000) $331 Shares 25,200 Est. Cost $12.37 Unrealized
XNXNX NUVEEN NY SELECT TAX FREE PR 0.2%
Value ($000) $330 Shares 24,610 Est. Cost $13.80 Unrealized
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $329 Shares 4,000 Est. Cost $65.00 Unrealized -19.1%
IGIB ISHARES 0.2%
Value ($000) $327 Shares 3,000 Est. Cost $111.25 Unrealized
IJH ISHARES 0.1%
Value ($000) $316 Shares 2,301 Est. Cost $123.78 Unrealized
NUVEEN NJ DIV ADVANTAGE MUN 0.1%
Value ($000) $311 Shares 23,462 Est. Cost $15.09 Unrealized
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $304 Shares 9,202 Est. Cost $30.53 Unrealized
IEF ISHARES 0.1%
Value ($000) $270 Shares 2,650 Est. Cost $102.17 Unrealized
IYR ISHARES 0.1%
Value ($000) $262 Shares 3,869 Est. Cost $65.33 Unrealized
DEM WISDOMTREE TR 0.1%
Value ($000) $250 Shares 5,102 Est. Cost $57.23 Unrealized
DELAWARE INVT NAT MUNI INC F 0.1%
Value ($000) $243 Shares 19,715 Est. Cost $12.33 Unrealized
IXUS ISHARES TR 0.1%
Value ($000) $236 Shares 4,080 Est. Cost $57.84 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $232 Shares 1,955 Est. Cost $104.26 Unrealized -32.5%
VIG VANGUARD SPECIALIZED PORTFOL 0.1%
Value ($000) $232 Shares 3,086 Est. Cost $70.49 Unrealized
NUVEEN MASS DIVID ADVANTAG M 0.1%
Value ($000) $225 Shares 17,791 Est. Cost $12.53 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $220 Shares 2,260 Est. Cost $82.78 Unrealized
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $211 Shares 1,900 Est. Cost $87.75 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $208 Shares 3,840 Est. Cost $54.60 Unrealized
IDV ISHARES 0.1%
Value ($000) $202 Shares 5,238 Est. Cost $31.80 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $198 Shares 7,640 Est. Cost $20.95 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $198 Shares 3,697 Est. Cost $48.03 Unrealized
PCH POTLATCH CORP NEW 0.1%
Value ($000) $195 Shares 5,050 Est. Cost $39.22 Unrealized
EEMS ISHARES 0.1%
Value ($000) $183 Shares 3,790 Est. Cost $48.99 Unrealized
ALPS ETF TR 0.1%
Value ($000) $177 Shares 10,000 Est. Cost $15.92 Unrealized
IFGL ISHARES 0.1%
Value ($000) $174 Shares 5,780 Est. Cost $31.57 Unrealized
SPDR SERIES TRUST 0.1%
Value ($000) $169 Shares 7,500 Est. Cost $23.18 Unrealized
TRANSCANADA CORP 0.1%
Value ($000) $167 Shares 3,667 Est. Cost $47.37 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $167 Shares 3,900 Est. Cost $25.38 Unrealized +7.7%
DWM WISDOMTREE TR 0.1%
Value ($000) $164 Shares 3,000 Est. Cost $46.33 Unrealized
ELD WISDOMTREE TR 0.1%
Value ($000) $164 Shares 3,570 Est. Cost $53.43 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $164 Shares 1,400 Est. Cost $77.87 Unrealized +17.4%
AMGN AMGEN INC 0.1%
Value ($000) $160 Shares 1,300 Est. Cost $86.00 Unrealized +1.0%
KO COCA COLA CO 0.1%
Value ($000) $159 Shares 4,100 Est. Cost $27.13 Unrealized -2.1%
WALGREEN CO 0.1%
Value ($000) $158 Shares 2,400 Est. Cost $53.75 Unrealized
IGSB ISHARES 0.1%
Value ($000) $156 Shares 1,475 Est. Cost $105.47 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $154 Shares 4,886 Est. Cost $30.27 Unrealized
ISHARES 0.1%
Value ($000) $144 Shares 3,960 Est. Cost $31.96 Unrealized
IWR ISHARES 0.1%
Value ($000) $144 Shares 931 Est. Cost $125.95 Unrealized
WY WEYERHAEUSER CO 0.1%
Value ($000) $138 Shares 4,700 Est. Cost $26.51 Unrealized -28.2%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $136 Shares 2,980 Est. Cost $38.01 Unrealized
NUVEEN SELECT TAX FREE INCM 0.1%
Value ($000) $136 Shares 10,125 Est. Cost $12.94 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $134 Shares 2,572 Est. Cost $32.66 Unrealized +10.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $132 Shares 2,463 Est. Cost $55.62 Unrealized -37.1%
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $129 Shares 1,400 Est. Cost $45.88 Unrealized +17.3%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $129 Shares 47,200 Est. Cost $146.80 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $128 Shares 1,800 Est. Cost $51.20 Unrealized +6.4%
DIS DISNEY WALT CO 0.1%
Value ($000) $128 Shares 1,604 Est. Cost $54.08 Unrealized +28.8%
POWERSHARES QQQ TRUST 0.1%
Value ($000) $128 Shares 1,461 Est. Cost $83.81 Unrealized
MMM 3M CO 0.1%
Value ($000) $124 Shares 915 Est. Cost $92.90 Unrealized -17.9%
RYDEX ETF TRUST 0.1%
Value ($000) $124 Shares 1,700 Est. Cost $72.94 Unrealized
GLOBAL X FDS 0.1%
Value ($000) $120 Shares 7,430 Est. Cost $14.65 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $119 Shares 1,468 Est. Cost $74.25 Unrealized -20.0%
IT GARTNER INC 0.1%
Value ($000) $114 Shares 1,639 Est. Cost $63.15 Unrealized +9.5%
YUM YUM BRANDS INC 0.1%
Value ($000) $114 Shares 1,509 Est. Cost $66.27 Unrealized -36.5%
META FACEBOOK INC 0.1%
Value ($000) $113 Shares 1,875 Est. Cost $33.06 Unrealized +90.4%
HSIC SCHEIN HENRY INC 0.1%
Value ($000) $111 Shares 931 Est. Cost $43.75 Unrealized +4.5%
MSFT MICROSOFT CORP 0.1%
Value ($000) $109 Shares 2,650 Est. Cost $28.42 Unrealized +10.0%
FLS FLOWSERVE CORP 0.0%
Value ($000) $107 Shares 1,364 Est. Cost $55.36 Unrealized +11.0%
PALL CORP 0.0%
Value ($000) $107 Shares 1,200 Est. Cost $60.00 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $106 Shares 936 Est. Cost $79.24 Unrealized +4.7%
HD HOME DEPOT INC 0.0%
Value ($000) $106 Shares 1,337 Est. Cost $56.27 Unrealized +7.0%
TYCO INTERNATIONAL LTD 0.0%
Value ($000) $106 Shares 2,491 Est. Cost $40.95 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $106 Shares 1,158 Est. Cost $9.22 Unrealized +8.0%
ACIW ACI WORLDWIDE INC 0.0%
Value ($000) $105 Shares 1,769 Est. Cost $19.83 Unrealized +2.0%
PRAXAIR INC 0.0%
Value ($000) $105 Shares 800 Est. Cost $110.00 Unrealized
LQD ISHARES 0.0%
Value ($000) $104 Shares 892 Est. Cost $114.27 Unrealized
CHUBB CORP 0.0%
Value ($000) $104 Shares 1,165 Est. Cost $84.67 Unrealized
WYNDHAM WORLDWIDE CORP 0.0%
Value ($000) $103 Shares 1,412 Est. Cost $73.65 Unrealized
XNYVX NUVEEN NEW YORK MUN VALUE FD 0.0%
Value ($000) $99 Shares 7,100 Est. Cost $13.94 Unrealized
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $94 Shares 1,258 Est. Cost $54.05 Unrealized
DIRECTV 0.0%
Value ($000) $94 Shares 1,234 Est. Cost $50.24 Unrealized
COMCAST CORP NEW 0.0%
Value ($000) $93 Shares 1,909 Est. Cost $49.76 Unrealized
EMB ISHARES 0.0%
Value ($000) $92 Shares 829 Est. Cost $119.05 Unrealized
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $91 Shares 1,000 Est. Cost $75.00 Unrealized
HSN INC 0.0%
Value ($000) $90 Shares 1,514 Est. Cost $62.09 Unrealized
IWV ISHARES 0.0%
Value ($000) $90 Shares 800 Est. Cost $85.27 Unrealized
IWC ISHARES 0.0%
Value ($000) $89 Shares 1,150 Est. Cost $64.20 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $87 Shares 900 Est. Cost $62.22 Unrealized +14.8%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $85 Shares 1,670 Est. Cost $50.90 Unrealized
FMC F M C CORP 0.0%
Value ($000) $81 Shares 1,063 Est. Cost $49.18 Unrealized +2.7%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $80 Shares 1,153 Est. Cost $27.25 Unrealized +3.4%
BB&T CORP 0.0%
Value ($000) $80 Shares 2,000 Est. Cost $29.00 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $79 Shares 900 Est. Cost $59.35 Unrealized +5.6%
TXNM PNM RES INC 0.0%
Value ($000) $79 Shares 2,934 Est. Cost $23.39 Unrealized +8.2%
ROST ROSS STORES INC 0.0%
Value ($000) $78 Shares 1,096 Est. Cost $33.31 Unrealized -5.3%
AGG ISHARES 0.0%
Value ($000) $78 Shares 720 Est. Cost $108.39 Unrealized
ELME WASHINGTON REAL ESTATE INVT 0.0%
Value ($000) $78 Shares 3,250 Est. Cost $26.15 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $76 Shares 654 Est. Cost $82.35 Unrealized
SPMD SPDR SERIES TRUST 0.0%
Value ($000) $76 Shares 900 Est. Cost $84.20 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $76 Shares 1,179 Est. Cost $69.80 Unrealized -31.4%
NVRI HARSCO CORP 0.0%
Value ($000) $73 Shares 3,100 Est. Cost $23.55 Unrealized +4.2%
ABBV ABBVIE INC 0.0%
Value ($000) $72 Shares 1,400 Est. Cost $22.26 Unrealized +41.5%
DENTSPLY INTL INC NEW 0.0%
Value ($000) $69 Shares 1,500 Est. Cost $41.00 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $68 Shares 800 Est. Cost $60.00 Unrealized
T AT&T INC 0.0%
Value ($000) $67 Shares 1,912 Est. Cost $33.72 Unrealized -67.8%
SCRIPPS NETWORKS INTERACT IN 0.0%
Value ($000) $65 Shares 854 Est. Cost $86.12 Unrealized
ATHENAHEALTH INC 0.0%
Value ($000) $64 Shares 400 Est. Cost $72.50 Unrealized
NUVEEN NJ PREM INCOME MUN FD 0.0%
Value ($000) $62 Shares 4,500 Est. Cost $15.70 Unrealized
CEW WISDOMTREE TR 0.0%
Value ($000) $61 Shares 3,000 Est. Cost $21.00 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $61 Shares 1,030 Est. Cost $49.51 Unrealized
SPIB SPDR SERIES TRUST 0.0%
Value ($000) $61 Shares 1,800 Est. Cost $34.81 Unrealized
NORTHEAST UTILS 0.0%
Value ($000) $60 Shares 1,312 Est. Cost $40.20 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $60 Shares 535 Est. Cost $95.50 Unrealized -4.4%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $59 Shares 840 Est. Cost $31.59 Unrealized +59.8%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $59 Shares 525 Est. Cost $85.44 Unrealized
ACWI ISHARES 0.0%
Value ($000) $59 Shares 1,010 Est. Cost $52.61 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $58 Shares 1,791 Est. Cost $18.20 Unrealized 0.0%
CMF ISHARES 0.0%
Value ($000) $57 Shares 500 Est. Cost $108.00 Unrealized
MONSANTO CO NEW 0.0%
Value ($000) $57 Shares 498 Est. Cost $116.54 Unrealized
HILLSHIRE BRANDS CO 0.0%
Value ($000) $56 Shares 1,512 Est. Cost $28.44 Unrealized
NUVEEN NY PERFORM PLUS MUN F 0.0%
Value ($000) $56 Shares 4,000 Est. Cost $14.00 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $55 Shares 1,426 Est. Cost $65.57 Unrealized -53.1%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $55 Shares 543 Est. Cost $79.10 Unrealized
VXUS VANGUARD STAR FD 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $47.22 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $52 Shares 1,309 Est. Cost $30.45 Unrealized +13.4%
ISHARES TR 0.0%
Value ($000) $51 Shares 1,200 Est. Cost $42.50 Unrealized
BAC BANK OF AMERICA CORPORATION 0.0%
Value ($000) $50 Shares 2,900 Est. Cost $11.60 Unrealized +14.3%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $50 Shares 1,210 Est. Cost $41.08 Unrealized
IYY ISHARES 0.0%
Value ($000) $49 Shares 516 Est. Cost $71.98 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $49 Shares 600 Est. Cost $58.37 Unrealized +5.0%
C CITIGROUP INC 0.0%
Value ($000) $48 Shares 1,015 Est. Cost $39.10 Unrealized -5.2%
CVS CVS CAREMARK CORPORATION 0.0%
Value ($000) $45 Shares 600 Est. Cost $48.33 Unrealized +5.7%
DU PONT E I DE NEMOURS & CO 0.0%
Value ($000) $44 Shares 657 Est. Cost $55.85 Unrealized
IWF ISHARES 0.0%
Value ($000) $43 Shares 500 Est. Cost $65.00 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $43 Shares 553 Est. Cost $68.51 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $42 Shares 1,222 Est. Cost $25.54 Unrealized +3.2%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $42 Shares 700 Est. Cost $44.29 Unrealized -5.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $41 Shares 500 Est. Cost $84.00 Unrealized -46.7%
EMCB WISDOMTREE TR 0.0%
Value ($000) $40 Shares 540 Est. Cost $80.71 Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $39 Shares 600 Est. Cost $43.00 Unrealized +14.6%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $37 Shares 498 Est. Cost $58.23 Unrealized
IJJ ISHARES 0.0%
Value ($000) $36 Shares 300 Est. Cost $86.67 Unrealized
ZBH ZIMMER HLDGS INC 0.0%
Value ($000) $35 Shares 365 Est. Cost $65.75 Unrealized +27.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $34 Shares 137 Est. Cost $248.18 Unrealized
POINTS INTL LTD 0.0%
Value ($000) $33 Shares 1,300 Est. Cost $10.77 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $33 Shares 600 Est. Cost $45.00 Unrealized
AES AES CORP 0.0%
Value ($000) $31 Shares 2,200 Est. Cost $10.91 Unrealized -14.9%
MCD MCDONALDS CORP 0.0%
Value ($000) $31 Shares 316 Est. Cost $88.61 Unrealized -20.7%
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $30 Shares 500 Est. Cost $54.00 Unrealized
GOOGLE INC 0.0%
Value ($000) $30 Shares 27 Est. Cost $749.39 Unrealized
MARKET VECTORS ETF TR 0.0%
Value ($000) $30 Shares 1,200 Est. Cost $21.67 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $29 Shares 265 Est. Cost $84.91 Unrealized -18.3%
LLY LILLY ELI & CO 0.0%
Value ($000) $29 Shares 490 Est. Cost $48.98 Unrealized -9.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $29 Shares 400 Est. Cost $29.29 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $28 Shares 44,000 Est. Cost $146.80 Unrealized
TRIP TRIPADVISOR INC 0.0%
Value ($000) $27 Shares 300 Est. Cost $43.33 Unrealized +87.1%
CMP COMPASS MINERALS INTL INC 0.0%
Value ($000) $27 Shares 325 Est. Cost $74.00 Unrealized -22.4%
FMAT FIDELITY 0.0%
Value ($000) $24 Shares 887 Est. Cost $27.06 Unrealized
BOB EVANS FARMS INC 0.0%
Value ($000) $24 Shares 475 Est. Cost $40.00 Unrealized
KRAFT FOODS GROUP INC 0.0%
Value ($000) $23 Shares 407 Est. Cost $44.61 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $22 Shares 510 Est. Cost $35.91 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $22 Shares 264 Est. Cost $83.33 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $20 Shares 393 Est. Cost $28.19 Unrealized -29.2%
DUKE REALTY CORP 0.0%
Value ($000) $20 Shares 1,200 Est. Cost $14.17 Unrealized
CONSOL ENERGY INC 0.0%
Value ($000) $20 Shares 500 Est. Cost $32.00 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $19 Shares 206 Est. Cost $92.23 Unrealized
IJK ISHARES 0.0%
Value ($000) $19 Shares 124 Est. Cost $112.90 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $19 Shares 500 Est. Cost $29.55 Unrealized -42.1%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $19 Shares 200 Est. Cost $70.00 Unrealized -76.3%
DE DEERE & CO 0.0%
Value ($000) $18 Shares 200 Est. Cost $70.61 Unrealized -0.7%
EQUINIX INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $180.00 Unrealized
WISDOMTREE TR 0.0%
Value ($000) $17 Shares 850 Est. Cost $20.00 Unrealized
LEUCADIA NATL CORP 0.0%
Value ($000) $17 Shares 600 Est. Cost $23.33 Unrealized
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $17 Shares 500 Est. Cost $28.00 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $17 Shares 342 Est. Cost $32.16 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $17 Shares 156 Est. Cost $64.10 Unrealized +33.0%
CA INC 0.0%
Value ($000) $16 Shares 528 Est. Cost $30.30 Unrealized
GUGGENHEIM BLD AMR BDS MANG 0.0%
Value ($000) $16 Shares 750 Est. Cost $21.33 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $16 Shares 468 Est. Cost $34.19 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $15 Shares 394 Est. Cost $25.38 Unrealized
DWX SPDR INDEX SHS FDS 0.0%
Value ($000) $15 Shares 300 Est. Cost $48.57 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $15 Shares 166 Est. Cost $71.11 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $15 Shares 468 Est. Cost $23.50 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $15 Shares 167 Est. Cost $65.87 Unrealized -1.8%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $15 Shares 167 Est. Cost $59.88 Unrealized +26.1%
HEI/A HEICO CORP NEW 0.0%
Value ($000) $14 Shares 312 Est. Cost $29.57 Unrealized -27.2%
QCOM QUALCOMM INC 0.0%
Value ($000) $14 Shares 175 Est. Cost $54.02 Unrealized 0.0%
DOL WISDOMTREE TR 0.0%
Value ($000) $13 Shares 250 Est. Cost $52.00 Unrealized
TEX TEREX CORP NEW 0.0%
Value ($000) $13 Shares 300 Est. Cost $30.88 Unrealized +36.1%
BND VANGUARD BD INDEX FD INC 0.0%
Value ($000) $12 Shares 145 Est. Cost $93.64 Unrealized
IVW ISHARES 0.0%
Value ($000) $12 Shares 120 Est. Cost $75.00 Unrealized
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $12 Shares 285 Est. Cost $42.11 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $79.28 Unrealized 0.0%
ISHARES 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $11.20 Unrealized
LIGHTBRIDGE CORP 0.0%
Value ($000) $11 Shares 4,234 Est. Cost $1.42 Unrealized
FRI FIRST TR S&P REIT INDEX FD 0.0%
Value ($000) $11 Shares 581 Est. Cost $17.35 Unrealized
DNP SELECT INCOME FD 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $9.00 Unrealized
ALLERGAN INC 0.0%
Value ($000) $10 Shares 80 Est. Cost $87.50 Unrealized
DOW CHEM CO 0.0%
Value ($000) $10 Shares 209 Est. Cost $33.90 Unrealized
GLRE GREENLIGHT CAPITAL RE LTD 0.0%
Value ($000) $10 Shares 300 Est. Cost $32.29 Unrealized 0.0%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $10 Shares 182 Est. Cost $43.96 Unrealized
PPL PPL CORP 0.0%
Value ($000) $10 Shares 298 Est. Cost $29.32 Unrealized -41.8%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $10 Shares 200 Est. Cost $24.86 Unrealized +34.4%
COACH INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $55.00 Unrealized
HERTZ GLOBAL HOLDINGS INC 0.0%
Value ($000) $10 Shares 3,000 Est. Cost $3.33 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $9 Shares 200 Est. Cost $35.00 Unrealized -15.1%
WEATHERFORD INTERNATIONAL LT 0.0%
Value ($000) $9 Shares 500 Est. Cost $11.44 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $9 Shares 125 Est. Cost $48.00 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 150 Est. Cost $40.00 Unrealized
COOPER COS INC 0.0%
Value ($000) $9 Shares 68 Est. Cost $88.24 Unrealized
PROSHARES TR 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
RYN RAYONIER INC 0.0%
Value ($000) $9 Shares 201 Est. Cost $53.95 Unrealized
FDN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $9 Shares 150 Est. Cost $39.86 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $8 Shares 344 Est. Cost $17.44 Unrealized -5.2%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $8 Shares 98 Est. Cost $71.43 Unrealized -20.2%
IDU ISHARES 0.0%
Value ($000) $8 Shares 77 Est. Cost $90.91 Unrealized
FBT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $8 Shares 103 Est. Cost $48.54 Unrealized
IGE ISHARES 0.0%
Value ($000) $8 Shares 190 Est. Cost $42.11 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.0%
Value ($000) $7 Shares 164 Est. Cost $42.68 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $7 Shares 306 Est. Cost $16.34 Unrealized
FIW FIRST TR ISE WATER INDEX FD 0.0%
Value ($000) $7 Shares 198 Est. Cost $25.25 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $7 Shares 246 Est. Cost $20.33 Unrealized
FCX FREEPORT-MCMORAN COPPER & GO 0.0%
Value ($000) $7 Shares 200 Est. Cost $26.77 Unrealized +6.3%
MARKET VECTORS ETF TR 0.0%
Value ($000) $7 Shares 100 Est. Cost $50.00 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $7 Shares 21 Est. Cost $259.26 Unrealized -92.8%
HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $7 Shares 5 Est. Cost $1200.00 Unrealized
QQXT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $7 Shares 190 Est. Cost $26.32 Unrealized
CLEANTECH SOLUTIONS INTL INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $6.00 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $6 Shares 224 Est. Cost $15.32 Unrealized +21.9%
ENERGY TRANSFER PRTNRS L P 0.0%
Value ($000) $6 Shares 111 Est. Cost $45.05 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $6 Shares 248 Est. Cost $16.13 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $6 Shares 90 Est. Cost $44.44 Unrealized +12.9%
MET METLIFE INC 0.0%
Value ($000) $6 Shares 123 Est. Cost $28.79 Unrealized +7.9%
DTRE FIRST TR FTSE EPRA/NAREIT DE 0.0%
Value ($000) $5 Shares 124 Est. Cost $40.32 Unrealized
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $21.03 Unrealized 0.0%
THRESHOLD PHARMACEUTICAL INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.00 Unrealized
FINANCIAL ENGINES INC 0.0%
Value ($000) $5 Shares 101 Est. Cost $69.31 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $5 Shares 105 Est. Cost $37.86 Unrealized 0.0%
PDFS PDF SOLUTIONS INC 0.0%
Value ($000) $5 Shares 250 Est. Cost $22.99 Unrealized -4.0%
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $4 Shares 760 Est. Cost $4.49 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $27.66 Unrealized +19.6%
RWT REDWOOD TR INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
ESBA EMPIRE ST RLTY OP L P 0.0%
Value ($000) $4 Shares 286 Est. Cost $13.99 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $4 Shares 53 Est. Cost $47.05 Unrealized +11.0%
TRINA SOLAR LIMITED 0.0%
Value ($000) $3 Shares 200 Est. Cost $4.17 Unrealized
TIME WARNER INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $53.32 Unrealized
NEWFIELD EXPL CO 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $3 Shares 42 Est. Cost $53.66 Unrealized 0.0%
ALLEGHENY TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 3,000 Est. Cost $1.00 Unrealized
HSBC HLDGS PLC 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
APACHE CORP 0.0%
Value ($000) $3 Shares 36 Est. Cost $87.96 Unrealized
ORGANOVO HLDGS INC 0.0%
Value ($000) $3 Shares 360 Est. Cost $5.56 Unrealized
PROSHARES TR 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $30.00 Unrealized
WALGREEN CO 0.0%
Value ($000) $3 Shares 3,000 Est. Cost $53.75 Unrealized
TMHC TAYLOR MORRISON HOME CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.58 Unrealized 0.0%
WMT WAL-MART STORES INC 0.0%
Value ($000) $2 Shares 1,700 Est. Cost $51.45 Unrealized -61.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $2 Shares 23 Est. Cost $39.96 Unrealized +13.7%
BAXANO SURGICAL INC 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $1.00 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $33.92 Unrealized +15.0%
CHIMERA INVT CORP 0.0%
Value ($000) $2 Shares 500 Est. Cost $2.00 Unrealized
MUR MURPHY OIL CORP 0.0%
Value ($000) $2 Shares 30 Est. Cost $34.50 Unrealized +12.8%
SGRP SPAR GROUP INC 0.0%
Value ($000) $2 Shares 1,200 Est. Cost $2.05 Unrealized -3.8%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $2 Shares 16 Est. Cost $62.50 Unrealized +55.4%
KELLOGG CO 0.0%
Value ($000) $2 Shares 31 Est. Cost $66.05 Unrealized -43.2%
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value ($000) $2 Shares 18 Est. Cost $111.11 Unrealized
IVE ISHARES 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
CON-WAY INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
HESS CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
UQM TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
ENSCO PLC 0.0%
Value ($000) $1 Shares 27 Est. Cost $74.07 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $1 Shares 20 Est. Cost $37.00 Unrealized +12.7%
PSX PHILLIPS 66 0.0%
Value ($000) $1 Shares 11 Est. Cost $40.44 Unrealized +23.2%
ZTS ZOETIS INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $27.83 Unrealized 0.0%
NABORS INDUSTRIES LTD 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $1 Shares 3,000 Est. Cost $27.13 Unrealized -2.1%
SUPERIOR ENERGY SVCS INC 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
CBS CORP NEW 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $43.14 Unrealized -40.0%
MANITOWOC INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $22.22 Unrealized
STONE ENERGY CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
VYX NCR CORP NEW 0.0%
Value ($000) $1 Shares 22 Est. Cost $22.23 Unrealized -4.4%
VIACOM INC NEW 0.0%
Value ($000) $1 Shares 11 Est. Cost $72.60 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized -38.8%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $1 Shares 73 Est. Cost $11.35 Unrealized +19.3%
ALCATEL-LUCENT 0.0%
Value ($000) $0 Shares 26 Est. Cost Unrealized
WALTER ENERGY INC 0.0%
Value ($000) $0 Shares 39 Est. Cost $25.64 Unrealized
GIGAMEDIA LTD 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
ING GLOBAL EQTY DIV & PREM O 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
BLACKROCK ENHANCED EQT DIV T 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
UNITED STATES STL CORP NEW 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $59.35 Unrealized +5.6%
MUSA MURPHY USA INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $39.32 Unrealized 0.0%
WPX ENERGY INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $38.46 Unrealized
LEVEL 3 COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $0 Shares 14 Est. Cost $23.98 Unrealized -23.1%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $78.33 Unrealized 0.0%
AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $11.54 Unrealized 0.0%
CX CEMEX SAB DE CV 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
FOREST OIL CORP 0.0%
Value ($000) $0 Shares 31 Est. Cost Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $70.43 Unrealized -8.3%
BP BP PLC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
WALTER INVT MGMT CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized