Winch Advisory Services, LLC Diversified Active

CIK: 0001585822 · Show all filings

Period: Q1 2014 (Next →)

Filing Date: May 14, 2014

Total Value ($000): $157,911 (99.8% shares, 0.2% debt)

Holdings (298)

SPY SPDR S&P 500 Index ETF 8.6%
Value ($000) $13,609 Shares 72,770 Est. Cost $187.01 Unrealized
SLB Schlumberger Ltd 6.3%
Value ($000) $9,936 Shares 101,907 Est. Cost $65.48 Unrealized 0.0%
Berkshire Hathaway Inc - Class B 4.7%
Value ($000) $7,499 Shares 60,005 Est. Cost $124.97 Unrealized
Guggenheim S&P Equal Weight Technology 4.5%
Value ($000) $7,152 Shares 89,128 Est. Cost $80.24 Unrealized
MMM 3M Company 4.3%
Value ($000) $6,745 Shares 49,720 Est. Cost $76.26 Unrealized 0.0%
VHT Vanguard Health Care ETF 3.9%
Value ($000) $6,224 Shares 58,213 Est. Cost $106.92 Unrealized
AAPL Apple, Inc. 3.1%
Value ($000) $4,926 Shares 9,179 Est. Cost $16.58 Unrealized 0.0%
Merck & Co Inc 3.1%
Value ($000) $4,904 Shares 86,391 Est. Cost $56.77 Unrealized
Du Pont E. I. De Nemours & Comp. 3.0%
Value ($000) $4,660 Shares 69,446 Est. Cost $67.10 Unrealized
VZ Verizon Communications, Inc. 2.8%
Value ($000) $4,470 Shares 93,962 Est. Cost $25.87 Unrealized 0.0%
IBM International Business Machines 2.7%
Value ($000) $4,292 Shares 22,296 Est. Cost $109.22 Unrealized 0.0%
PFE Pfizer Inc. 2.2%
Value ($000) $3,522 Shares 109,647 Est. Cost $18.20 Unrealized 0.0%
HAL Halliburton Company 2.2%
Value ($000) $3,435 Shares 58,328 Est. Cost $42.79 Unrealized 0.0%
Google, Inc. - Class A 2.1%
Value ($000) $3,264 Shares 2,929 Est. Cost $1114.37 Unrealized
VOT Vanguard Mid-Cap Growth ETF 2.0%
Value ($000) $3,082 Shares 33,281 Est. Cost $92.61 Unrealized
Blackstone Group L.P. 1.8%
Value ($000) $2,899 Shares 87,185 Est. Cost $33.25 Unrealized
PG Procter & Gamble Company 1.7%
Value ($000) $2,731 Shares 33,883 Est. Cost $56.51 Unrealized 0.0%
JNJ Johnson & Johnson 1.7%
Value ($000) $2,638 Shares 26,856 Est. Cost $66.63 Unrealized 0.0%
BRK/A Berkshire Hathaway Inc - Class A 1.7%
Value ($000) $2,623 Shares 14 Est. Cost $175515.22 Unrealized 0.0%
DIS Walt Disney Company 1.5%
Value ($000) $2,433 Shares 30,382 Est. Cost $69.69 Unrealized 0.0%
XOM Exxon Mobil Corporation 1.5%
Value ($000) $2,355 Shares 24,114 Est. Cost $58.08 Unrealized 0.0%
XLB Sector SPDR Materials Select Sector ETF 1.4%
Value ($000) $2,202 Shares 46,572 Est. Cost $47.28 Unrealized
CVX Chevron Corporation 1.4%
Value ($000) $2,148 Shares 18,060 Est. Cost $70.36 Unrealized 0.0%
SPDR S&P Oil & Gas Explor & Prod 1.2%
Value ($000) $1,898 Shares 26,418 Est. Cost $71.84 Unrealized
WFC Wells Fargo & Company 1.1%
Value ($000) $1,706 Shares 34,290 Est. Cost $33.41 Unrealized 0.0%
Broadcom Corporation 1.0%
Value ($000) $1,643 Shares 52,204 Est. Cost $31.47 Unrealized
XLE SPDR Energy Select Sector 1.0%
Value ($000) $1,640 Shares 18,409 Est. Cost $89.09 Unrealized
PTEN Patterson-UTI Energy, Inc. 0.9%
Value ($000) $1,372 Shares 43,322 Est. Cost $27.81 Unrealized 0.0%
JPM J.P. Morgan Chase & Co. 0.8%
Value ($000) $1,305 Shares 21,502 Est. Cost $42.08 Unrealized 0.0%
IYT Ishares DJ US Transportation ETF 0.8%
Value ($000) $1,302 Shares 9,612 Est. Cost $135.46 Unrealized
General Electric Co. 0.8%
Value ($000) $1,266 Shares 48,911 Est. Cost $25.88 Unrealized
AMP Ameriprise Financial Inc. 0.8%
Value ($000) $1,254 Shares 11,389 Est. Cost $85.26 Unrealized 0.0%
QCOM Qualcomm Incorporated 0.8%
Value ($000) $1,240 Shares 15,727 Est. Cost $54.02 Unrealized 0.0%
Owens-Illinois Inc 0.8%
Value ($000) $1,236 Shares 36,526 Est. Cost $33.84 Unrealized
Dow Chemical Company 0.8%
Value ($000) $1,207 Shares 24,836 Est. Cost $48.60 Unrealized
MSFT Microsoft Corporation 0.7%
Value ($000) $1,176 Shares 28,689 Est. Cost $31.26 Unrealized 0.0%
Wyndham Worldwide Corp 0.7%
Value ($000) $1,111 Shares 15,174 Est. Cost $73.22 Unrealized
Market Vectors Semiconductor 0.7%
Value ($000) $1,071 Shares 23,475 Est. Cost $45.62 Unrealized
LNG Cheniere Energy Inc 0.6%
Value ($000) $917 Shares 16,569 Est. Cost $47.93 Unrealized 0.0%
XLK SPDR Technology Select Sector 0.5%
Value ($000) $855 Shares 23,530 Est. Cost $36.34 Unrealized
IWM iShares Russell 2000 Index ETF 0.5%
Value ($000) $828 Shares 7,118 Est. Cost $116.32 Unrealized
Constellium NV Class A 0.5%
Value ($000) $801 Shares 27,300 Est. Cost $29.34 Unrealized
C&J Energy Services Inc 0.5%
Value ($000) $796 Shares 27,297 Est. Cost $29.16 Unrealized
Nabors Industries Ltd. 0.5%
Value ($000) $790 Shares 32,054 Est. Cost $24.65 Unrealized
AK Steel Holding Corporation 0.5%
Value ($000) $785 Shares 108,738 Est. Cost $7.22 Unrealized
VTI Vanguard Stock Market ETF 0.5%
Value ($000) $744 Shares 7,634 Est. Cost $97.46 Unrealized
VBK Vanguard Small Cap Growth ETF 0.5%
Value ($000) $738 Shares 5,942 Est. Cost $124.20 Unrealized
Market Vectors Oil Services ETF 0.5%
Value ($000) $718 Shares 14,271 Est. Cost $50.31 Unrealized
XLV Health Care Select Sector SPDR ETF 0.4%
Value ($000) $679 Shares 11,610 Est. Cost $58.48 Unrealized
HON Honeywell International, Inc. 0.4%
Value ($000) $654 Shares 7,054 Est. Cost $64.71 Unrealized 0.0%
INTC Intel Corporation 0.4%
Value ($000) $649 Shares 25,158 Est. Cost $18.67 Unrealized 0.0%
CMI Cummings, Inc. 0.4%
Value ($000) $645 Shares 4,329 Est. Cost $101.29 Unrealized 0.0%
United States Steel Corp 0.4%
Value ($000) $638 Shares 23,125 Est. Cost $27.59 Unrealized
MCD McDonald's Corp. 0.4%
Value ($000) $636 Shares 6,483 Est. Cost $70.27 Unrealized 0.0%
Chicago Bridge & Iron Co N.V. 0.4%
Value ($000) $631 Shares 7,239 Est. Cost $87.17 Unrealized
DAL Delta Airlines, Inc. 0.4%
Value ($000) $624 Shares 18,017 Est. Cost $27.96 Unrealized 0.0%
EOG EOG Resources, Inc. 0.4%
Value ($000) $623 Shares 3,267 Est. Cost $64.81 Unrealized 0.0%
ETFS Palladium Trust 0.4%
Value ($000) $621 Shares 8,223 Est. Cost $75.52 Unrealized
Pioneer Energy Services Corp 0.4%
Value ($000) $619 Shares 47,824 Est. Cost $12.94 Unrealized
Medtronic, Inc. 0.4%
Value ($000) $619 Shares 10,058 Est. Cost $61.54 Unrealized
SU Suncor Energy Inc. 0.4%
Value ($000) $618 Shares 17,668 Est. Cost $22.10 Unrealized 0.0%
COP ConocoPhillips 0.4%
Value ($000) $613 Shares 8,714 Est. Cost $45.41 Unrealized 0.0%
IP International Paper Company 0.4%
Value ($000) $608 Shares 13,260 Est. Cost $27.24 Unrealized 0.0%
Ultra Pertoleum Corporation 0.4%
Value ($000) $602 Shares 22,405 Est. Cost $26.87 Unrealized
USB U.S. Bancorp 0.4%
Value ($000) $586 Shares 13,682 Est. Cost $27.34 Unrealized 0.0%
Pengrowth Energy Corp 0.4%
Value ($000) $569 Shares 93,588 Est. Cost $6.08 Unrealized
VXF Vanguard Extended Market Index ETF 0.4%
Value ($000) $562 Shares 6,618 Est. Cost $84.92 Unrealized
Rock - Tenn Company 0.4%
Value ($000) $562 Shares 5,322 Est. Cost $105.60 Unrealized
Jacobs Engineering Group Inc 0.3%
Value ($000) $548 Shares 8,627 Est. Cost $63.52 Unrealized
Alcoa Inc. 0.3%
Value ($000) $542 Shares 42,138 Est. Cost $12.86 Unrealized
VGK Vanguard FTSE Europe ETF 0.3%
Value ($000) $483 Shares 8,187 Est. Cost $59.00 Unrealized
VYM Vanguard High Dividend Yield Indx ETF 0.3%
Value ($000) $483 Shares 7,656 Est. Cost $63.09 Unrealized
AXP American Express Company 0.3%
Value ($000) $477 Shares 5,300 Est. Cost $75.50 Unrealized 0.0%
EMC Corporation 0.3%
Value ($000) $459 Shares 16,746 Est. Cost $27.41 Unrealized
CAT Caterpillar, Inc. 0.3%
Value ($000) $451 Shares 4,540 Est. Cost $69.69 Unrealized 0.0%
AT & T, Inc. 0.2%
Value ($000) $350 Shares 9,972 Est. Cost $35.10 Unrealized
Integrys Energy Group 0.2%
Value ($000) $284 Shares 4,765 Est. Cost $59.60 Unrealized
ASB Associated Banc-Corp 0.1%
Value ($000) $231 Shares 12,793 Est. Cost $11.62 Unrealized 0.0%
United States Steel Corp. 0.1%
Value ($000) $207 Shares 203,000 Est. Cost $1.02 Unrealized
KMB Kimberly-Clark Corporation 0.1%
Value ($000) $202 Shares 1,836 Est. Cost $69.39 Unrealized 0.0%
Seagate Technology 0.1%
Value ($000) $183 Shares 3,250 Est. Cost $56.31 Unrealized
FITB Fifth Third Bancorp 0.1%
Value ($000) $182 Shares 7,913 Est. Cost $14.61 Unrealized 0.0%
Impax Laboratories, Inc. 0.1%
Value ($000) $179 Shares 6,786 Est. Cost $26.38 Unrealized
ACE Ltd 0.1%
Value ($000) $172 Shares 1,733 Est. Cost $99.25 Unrealized
XEL Xcel Energy Inc Com 0.1%
Value ($000) $171 Shares 5,645 Est. Cost $19.89 Unrealized 0.0%
IVV iShares S&P 500 Index ETF 0.1%
Value ($000) $171 Shares 911 Est. Cost $187.71 Unrealized
FFIV F5 Networks, Inc. 0.1%
Value ($000) $154 Shares 1,445 Est. Cost $105.80 Unrealized 0.0%
RS Reliance Steel & Aluminum Co. 0.1%
Value ($000) $153 Shares 2,166 Est. Cost $71.36 Unrealized 0.0%
Associated Banc-Corp Preferred Stock 0.1%
Value ($000) $140 Shares 5,000 Est. Cost $28.00 Unrealized
FIS Fidelity National Information Services, Inc. 0.1%
Value ($000) $124 Shares 2,311 Est. Cost $43.50 Unrealized 0.0%
ArcelorMittal SA 0.1%
Value ($000) $116 Shares 114,000 Est. Cost $1.02 Unrealized
BMO Bank of Montreal 0.1%
Value ($000) $99 Shares 1,479 Est. Cost $40.16 Unrealized 0.0%
OSK Oshkosh Truck Corporation 0.1%
Value ($000) $92 Shares 1,566 Est. Cost $45.64 Unrealized 0.0%
BMY Bristol Myers Squibb 0.1%
Value ($000) $81 Shares 1,559 Est. Cost $35.93 Unrealized 0.0%
ITW Illinois Tool Works 0.1%
Value ($000) $79 Shares 967 Est. Cost $61.28 Unrealized 0.0%
LNT Alliant Energy Corporation 0.0%
Value ($000) $75 Shares 1,314 Est. Cost $18.07 Unrealized 0.0%
Inland American Real Estate Trust NSA 0.0%
Value ($000) $69 Shares 10,000 Est. Cost $6.90 Unrealized
Columbia Property Trust, Inc. 0.0%
Value ($000) $67 Shares 2,458 Est. Cost $27.26 Unrealized
Ashland Inc 0.0%
Value ($000) $67 Shares 675 Est. Cost $99.26 Unrealized
CL Colgate-Palmolive Co 0.0%
Value ($000) $61 Shares 935 Est. Cost $47.90 Unrealized 0.0%
SIEGY Siemens AG (ADR) 0.0%
Value ($000) $60 Shares 445 Est. Cost $134.83 Unrealized
Hewlett-Packard Co De 0.0%
Value ($000) $57 Shares 1,771 Est. Cost $32.19 Unrealized
Wisconsin Energy Corp. 0.0%
Value ($000) $51 Shares 1,094 Est. Cost $46.62 Unrealized
HD Home Depot Inc. 0.0%
Value ($000) $51 Shares 645 Est. Cost $60.23 Unrealized 0.0%
CBOE SPX Volatility Indx VIX April 2014 15 Put 04/16/2014 15. PUT 0.0%
Value ($000) $49 Shares 614 Est. Cost Unrealized
Waste Management 0.0%
Value ($000) $48 Shares 1,136 Est. Cost $42.25 Unrealized
Glaxosmithkline Plc Sponsored Adr 0.0%
Value ($000) $43 Shares 809 Est. Cost $53.15 Unrealized
MKC McCormick & Co. Inc. 0.0%
Value ($000) $42 Shares 582 Est. Cost $26.80 Unrealized 0.0%
St. Jude Medical Inc. 0.0%
Value ($000) $39 Shares 603 Est. Cost $64.68 Unrealized
EFA iShares MSCI EAFE Index ETF 0.0%
Value ($000) $38 Shares 564 Est. Cost $67.38 Unrealized
HSY Hershey Company 0.0%
Value ($000) $37 Shares 353 Est. Cost $77.22 Unrealized 0.0%
MA Mastercard Inc 0.0%
Value ($000) $37 Shares 501 Est. Cost $72.72 Unrealized 0.0%
BAC Bank of America Corporation 0.0%
Value ($000) $36 Shares 2,079 Est. Cost $13.25 Unrealized 0.0%
Annaly Capital Management, Inc. 0.0%
Value ($000) $36 Shares 3,247 Est. Cost $11.09 Unrealized
VUG Vanguard Growth ETF 0.0%
Value ($000) $35 Shares 378 Est. Cost $92.59 Unrealized
WPC W. P. Carey Inc. 0.0%
Value ($000) $34 Shares 569 Est. Cost $59.75 Unrealized
Vodafone Group Plc (ADR) 0.0%
Value ($000) $34 Shares 927 Est. Cost $36.68 Unrealized
V Visa, Inc. 0.0%
Value ($000) $33 Shares 151 Est. Cost $51.12 Unrealized 0.0%
PowerShares Buyback Achievers 0.0%
Value ($000) $33 Shares 752 Est. Cost $43.88 Unrealized
Cabela's Incorporated 0.0%
Value ($000) $33 Shares 500 Est. Cost $66.00 Unrealized
AGG iShares Barclays Aggregate Bond ETF 0.0%
Value ($000) $32 Shares 298 Est. Cost $107.38 Unrealized
TGT Target Corporation 0.0%
Value ($000) $32 Shares 531 Est. Cost $41.65 Unrealized 0.0%
RGLD Royal Gold, Inc. 0.0%
Value ($000) $32 Shares 515 Est. Cost $61.49 Unrealized 0.0%
FirstMerit Corporation 0.0%
Value ($000) $32 Shares 1,528 Est. Cost $20.94 Unrealized
F Ford Motor Company 0.0%
Value ($000) $32 Shares 2,081 Est. Cost $8.37 Unrealized 0.0%
PEP Pepsico, Inc. 0.0%
Value ($000) $30 Shares 364 Est. Cost $56.86 Unrealized 0.0%
Mead Johnson Nutrition 0.0%
Value ($000) $28 Shares 340 Est. Cost $82.35 Unrealized
OXY Occidental Petroleum Corporation 0.0%
Value ($000) $25 Shares 267 Est. Cost $62.47 Unrealized 0.0%
Bay Commercial Bank 0.0%
Value ($000) $25 Shares 2,431 Est. Cost $10.28 Unrealized
Manitowoc Company Inc. 0.0%
Value ($000) $24 Shares 768 Est. Cost $31.25 Unrealized
Aberdeen Asia-Pacific Income Fund Inc. 0.0%
Value ($000) $24 Shares 3,984 Est. Cost $6.02 Unrealized
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $22 Shares 256 Est. Cost $30.73 Unrealized 0.0%
ACWI iShares MSCI ACWI (World) Index ETF 0.0%
Value ($000) $22 Shares 378 Est. Cost $58.20 Unrealized
Textainer Group Holdings Limited 0.0%
Value ($000) $21 Shares 542 Est. Cost $38.75 Unrealized
META Facebook Inc. 0.0%
Value ($000) $21 Shares 345 Est. Cost $62.93 Unrealized 0.0%
Johnson Controls Inc 0.0%
Value ($000) $21 Shares 436 Est. Cost $48.17 Unrealized
American Capital Agency Corp. 0.0%
Value ($000) $21 Shares 993 Est. Cost $21.15 Unrealized
Hillshire Brands Company 0.0%
Value ($000) $21 Shares 569 Est. Cost $36.91 Unrealized
Walgreen Company 0.0%
Value ($000) $20 Shares 309 Est. Cost $64.72 Unrealized
IWD Ishares Tr Russell 1000 Value Index Fd 0.0%
Value ($000) $19 Shares 201 Est. Cost $94.53 Unrealized
BA Boeing Company 0.0%
Value ($000) $19 Shares 153 Est. Cost $111.68 Unrealized 0.0%
Silver Wheaton Corporation 0.0%
Value ($000) $18 Shares 788 Est. Cost $22.84 Unrealized
HIG Hartford Financial Services Group, Inc. 0.0%
Value ($000) $18 Shares 514 Est. Cost $27.12 Unrealized 0.0%
PM Philip Morris International, Inc. 0.0%
Value ($000) $17 Shares 202 Est. Cost $44.74 Unrealized 0.0%
Statoil ASA (ADR) 0.0%
Value ($000) $17 Shares 600 Est. Cost $28.33 Unrealized
Volvo Aktiebolaget (ADR) 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $16.00 Unrealized
VT Vanguard World Stock Index ETF 0.0%
Value ($000) $16 Shares 268 Est. Cost $59.70 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $16 Shares 446 Est. Cost $31.36 Unrealized 0.0%
Silver Bullion Trust 0.0%
Value ($000) $15 Shares 1,450 Est. Cost $10.34 Unrealized
ZBH Zimmer Holdings, Inc. 0.0%
Value ($000) $14 Shares 150 Est. Cost $83.56 Unrealized 0.0%
A Agilent Tech Inc 0.0%
Value ($000) $14 Shares 245 Est. Cost $37.33 Unrealized 0.0%
CSCO Cisco Systems, Inc. 0.0%
Value ($000) $14 Shares 625 Est. Cost $15.30 Unrealized 0.0%
Kate Spade & Company 0.0%
Value ($000) $14 Shares 375 Est. Cost $37.33 Unrealized
SNY Sanofi-Aventis (ADR) 0.0%
Value ($000) $14 Shares 275 Est. Cost $50.91 Unrealized
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $14 Shares 192 Est. Cost $72.92 Unrealized
HOG Harley Davidson Inc. 0.0%
Value ($000) $13 Shares 201 Est. Cost $66.16 Unrealized 0.0%
CurrencyShares Australian Dollar Trust ETF 0.0%
Value ($000) $13 Shares 139 Est. Cost $93.53 Unrealized
BND Vanguard Bond Market ETF 0.0%
Value ($000) $13 Shares 155 Est. Cost $83.87 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $13 Shares 306 Est. Cost $42.48 Unrealized
Armour Residential REIT, Inc. 0.0%
Value ($000) $13 Shares 3,200 Est. Cost $4.06 Unrealized
IEF iShares Barclays 7-10 Year Treasury Bond ETF 0.0%
Value ($000) $13 Shares 130 Est. Cost $100.00 Unrealized
DJP iPath DJ-UBS Commodity Index Trust ETN 0.0%
Value ($000) $13 Shares 331 Est. Cost $39.27 Unrealized
MGEE Mge Energy Inc 0.0%
Value ($000) $12 Shares 318 Est. Cost $29.37 Unrealized 0.0%
ROYTL Pacific Coast Oil Trust 0.0%
Value ($000) $12 Shares 892 Est. Cost $13.45 Unrealized
APD Air Products & Chemicals Inc. 0.0%
Value ($000) $12 Shares 101 Est. Cost $79.28 Unrealized 0.0%
VB Vanguard Small Cap 0.0%
Value ($000) $12 Shares 108 Est. Cost $111.11 Unrealized
Northern Oil and Gas, Inc. 0.0%
Value ($000) $12 Shares 825 Est. Cost $14.55 Unrealized
RYN Rayonier Inc 0.0%
Value ($000) $12 Shares 255 Est. Cost $47.06 Unrealized
SLV iShares Silver Trust ETF 0.0%
Value ($000) $12 Shares 650 Est. Cost $18.46 Unrealized
Fortuna Silver Mines Inc. 0.0%
Value ($000) $12 Shares 3,260 Est. Cost $3.68 Unrealized
Rite Aid Corporation 0.0%
Value ($000) $11 Shares 1,700 Est. Cost $6.47 Unrealized
Inland Real Estate Corp 0.0%
Value ($000) $10 Shares 915 Est. Cost $10.93 Unrealized
WYNN Wynn Resorts 0.0%
Value ($000) $10 Shares 46 Est. Cost $183.42 Unrealized 0.0%
Whole Foods Market, Inc. 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
ITT CORPORATION COM 0.0%
Value ($000) $10 Shares 223 Est. Cost $44.84 Unrealized
Nordion Inc 0.0%
Value ($000) $10 Shares 864 Est. Cost $11.57 Unrealized
FCX Freeport-McMoRan Copper & Gold Inc. 0.0%
Value ($000) $10 Shares 303 Est. Cost $28.47 Unrealized 0.0%
EL Estee Lauder Companies Inc. 0.0%
Value ($000) $10 Shares 151 Est. Cost $59.78 Unrealized 0.0%
XLY Sector SPDR Consumer Discretionary ETF 0.0%
Value ($000) $10 Shares 161 Est. Cost $62.11 Unrealized
DVN Devon Energy Corporation 0.0%
Value ($000) $9 Shares 134 Est. Cost $41.69 Unrealized 0.0%
Marathon Oil Corporation 0.0%
Value ($000) $9 Shares 253 Est. Cost $35.57 Unrealized
TSLA Tesla Motors, Inc. 0.0%
Value ($000) $9 Shares 41 Est. Cost $13.39 Unrealized 0.0%
TransCanada Corp. 0.0%
Value ($000) $9 Shares 201 Est. Cost $44.78 Unrealized
ABBV Abbvie, Inc. 0.0%
Value ($000) $9 Shares 175 Est. Cost $31.49 Unrealized 0.0%
HEARTLAND FINANCIAL USA INC CO M 0.0%
Value ($000) $9 Shares 348 Est. Cost $25.86 Unrealized
SBUX Starbucks Corporation 0.0%
Value ($000) $9 Shares 120 Est. Cost $29.29 Unrealized 0.0%
Two Harbors Investment Corp. 0.0%
Value ($000) $9 Shares 922 Est. Cost $9.76 Unrealized
DNP Select Income Fund 0.0%
Value ($000) $9 Shares 878 Est. Cost $10.25 Unrealized
Michael Kors Holdings Limited 0.0%
Value ($000) $9 Shares 100 Est. Cost $90.00 Unrealized
Express Scripts Inc. 0.0%
Value ($000) $8 Shares 108 Est. Cost $74.07 Unrealized
VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF 0.0%
Value ($000) $8 Shares 74 Est. Cost $108.11 Unrealized
CMCSA Comcast Corp New Cl A 0.0%
Value ($000) $8 Shares 151 Est. Cost $19.96 Unrealized 0.0%
Roche Holdings Ltd. (ADR) 0.0%
Value ($000) $8 Shares 220 Est. Cost $36.36 Unrealized
EXELIS INC COM 0.0%
Value ($000) $8 Shares 446 Est. Cost $17.94 Unrealized
MO Altria Group, Inc. 0.0%
Value ($000) $8 Shares 203 Est. Cost $17.12 Unrealized 0.0%
GT Goodyear Tire & Rubber Company 0.0%
Value ($000) $7 Shares 270 Est. Cost $25.47 Unrealized 0.0%
Choice Bank 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $7.00 Unrealized
Advent Claymore Convertible Secs & Income Fund 0.0%
Value ($000) $7 Shares 369 Est. Cost $18.97 Unrealized
Wisconsin Electric Power Preferred Stock 0.0%
Value ($000) $7 Shares 66 Est. Cost $106.06 Unrealized
PCRX Pacira Pharmaceuticals, Inc. 0.0%
Value ($000) $7 Shares 100 Est. Cost $68.02 Unrealized 0.0%
Hydrogenics Corporation 0.0%
Value ($000) $7 Shares 268 Est. Cost $26.12 Unrealized
Bank of America Corporation Preferred Shares 0.0%
Value ($000) $7 Shares 266 Est. Cost $26.32 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $7 Shares 172 Est. Cost $30.73 Unrealized 0.0%
Windstream Corporation 0.0%
Value ($000) $7 Shares 850 Est. Cost $8.24 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $6 Shares 167 Est. Cost $13.80 Unrealized 0.0%
PAYX Paychex Inc. 0.0%
Value ($000) $6 Shares 133 Est. Cost $29.49 Unrealized 0.0%
IXN iShares S&P Global Technology ETF 0.0%
Value ($000) $6 Shares 67 Est. Cost $89.55 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $5 Shares 133 Est. Cost $26.11 Unrealized 0.0%
IWO iShares Russell 2000 Growth Index ETF 0.0%
Value ($000) $5 Shares 36 Est. Cost $138.89 Unrealized
GILD Gilead Sciences Inc. 0.0%
Value ($000) $5 Shares 66 Est. Cost $54.49 Unrealized 0.0%
MOD Modine Manufacturing Company 0.0%
Value ($000) $5 Shares 330 Est. Cost $13.78 Unrealized 0.0%
MSI Motorola Solutions Inc 0.0%
Value ($000) $5 Shares 78 Est. Cost $53.66 Unrealized 0.0%
TRV Travelers Companies, Inc. 0.0%
Value ($000) $5 Shares 56 Est. Cost $64.62 Unrealized 0.0%
MVO MV Oil Trust 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
Enerplus Corporation 0.0%
Value ($000) $5 Shares 260 Est. Cost $19.23 Unrealized
PowerShares QQQ ETF 0.0%
Value ($000) $5 Shares 54 Est. Cost $92.59 Unrealized
KO Coca-Cola Company 0.0%
Value ($000) $5 Shares 141 Est. Cost $26.56 Unrealized 0.0%
SPDR Gold Shares Trust ETF 0.0%
Value ($000) $4 Shares 32 Est. Cost $125.00 Unrealized
Royal Dutch Shell plc (ADR) 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
Duke Energy Corporation 0.0%
Value ($000) $4 Shares 54 Est. Cost $74.07 Unrealized
CNP CenterPoint Energy Inc. 0.0%
Value ($000) $4 Shares 160 Est. Cost $15.51 Unrealized 0.0%
EEM iShares MSCI Emerging Markets Index ETF 0.0%
Value ($000) $4 Shares 109 Est. Cost $36.70 Unrealized
Dreyfus Municipal Income Inc. 0.0%
Value ($000) $4 Shares 485 Est. Cost $8.25 Unrealized
CatchMark Timber Trust, Inc. Class A Shares 0.0%
Value ($000) $4 Shares 319 Est. Cost $12.54 Unrealized
Trina Solar Limited 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.33 Unrealized
MFC Manulife Financial Corporation 0.0%
Value ($000) $4 Shares 194 Est. Cost $19.13 Unrealized 0.0%
Neenah Paper, Inc. 0.0%
Value ($000) $4 Shares 84 Est. Cost $47.62 Unrealized
Global X Silver Miners ETF 0.0%
Value ($000) $4 Shares 297 Est. Cost $13.47 Unrealized
General Motors Corporation 0.0%
Value ($000) $3 Shares 97 Est. Cost $30.93 Unrealized
JBLU Jetblue Awys Corp 0.0%
Value ($000) $3 Shares 390 Est. Cost $8.77 Unrealized 0.0%
YUM Yum! Brands Inc 0.0%
Value ($000) $3 Shares 40 Est. Cost $42.07 Unrealized 0.0%
LNC Lincoln National Corp 0.0%
Value ($000) $3 Shares 50 Est. Cost $33.47 Unrealized 0.0%
Harman International Industries, Inc. 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
Market Vectors Solar Energy ETF TRUST 0.0%
Value ($000) $3 Shares 33 Est. Cost $90.91 Unrealized
Government Properties Income Trust 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
NFLX Netflix, Inc. 0.0%
Value ($000) $3 Shares 9 Est. Cost $5.73 Unrealized 0.0%
FE FirstEnergy Corp. 0.0%
Value ($000) $3 Shares 80 Est. Cost $19.25 Unrealized 0.0%
Spectra Energy Corp 0.0%
Value ($000) $3 Shares 80 Est. Cost $37.50 Unrealized
Continental Resources, Inc. 0.0%
Value ($000) $3 Shares 25 Est. Cost $120.00 Unrealized
CMG Chipotle Mexican Grill, Inc. 0.0%
Value ($000) $3 Shares 6 Est. Cost $11.02 Unrealized 0.0%
Varian Medical Sys Inc 0.0%
Value ($000) $3 Shares 31 Est. Cost $96.77 Unrealized
AMZN Amazon.com Inc. 0.0%
Value ($000) $3 Shares 10 Est. Cost $18.56 Unrealized 0.0%
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.04 Unrealized 0.0%
Fifth Street Finance Corporation 0.0%
Value ($000) $2 Shares 160 Est. Cost $12.50 Unrealized
PSX Phillips 66 0.0%
Value ($000) $2 Shares 27 Est. Cost $49.82 Unrealized 0.0%
FMCC Freddie Mac 0.0%
Value ($000) $2 Shares 609 Est. Cost $3.44 Unrealized 0.0%
General Motors Company Warrent B 0.0%
Value ($000) $2 Shares 88 Est. Cost $22.73 Unrealized
CenturyLink, Inc. 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.67 Unrealized
Amer Intl Group Inc 0.0%
Value ($000) $2 Shares 47 Est. Cost $42.55 Unrealized
CX Cemex, S.A.B. de C.V. ADR 0.0%
Value ($000) $2 Shares 120 Est. Cost $16.67 Unrealized
Gas Natural Inc. 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
Silver Bay Realty Trust Corp. 0.0%
Value ($000) $2 Shares 104 Est. Cost $19.23 Unrealized
Level 3 Communications Inc 0.0%
Value ($000) $2 Shares 53 Est. Cost $37.74 Unrealized
General Motors Company Warrent A 0.0%
Value ($000) $2 Shares 88 Est. Cost $22.73 Unrealized
Bemis Company Inc 0.0%
Value ($000) $2 Shares 57 Est. Cost $35.09 Unrealized
WU Western Union Company 0.0%
Value ($000) $2 Shares 101 Est. Cost $19.80 Unrealized
FNMA Fannie Mae 0.0%
Value ($000) $2 Shares 442 Est. Cost $3.52 Unrealized 0.0%
Breitburn Energy Partners L.P. 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
GCL-Poly Energy Holdings Ltd. 0.0%
Value ($000) $2 Shares 4,000 Est. Cost $0.50 Unrealized
GASFRAC ENERGY SERVICES COM 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
PSEC Prospect Capital Corporation 0.0%
Value ($000) $2 Shares 200 Est. Cost $2.55 Unrealized 0.0%
STM STMICROELECTRONICS NV-NY SHS A DR 0.0%
Value ($000) $1 Shares 101 Est. Cost $9.90 Unrealized
Credit Suisse High Yield Bond ETF 0.0%
Value ($000) $1 Shares 360 Est. Cost $2.78 Unrealized
EBAY eBay Inc. 0.0%
Value ($000) $1 Shares 24 Est. Cost $20.67 Unrealized 0.0%
Compuware Corporation 0.0%
Value ($000) $1 Shares 82 Est. Cost $12.20 Unrealized
Time Warner Inc 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
EQUINIX INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
SandRidge Mississippian Trust I 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
Kemet Corporation 0.0%
Value ($000) $1 Shares 220 Est. Cost $4.55 Unrealized
Frontier Communications 0.0%
Value ($000) $1 Shares 155 Est. Cost $6.45 Unrealized
Atlantic Power Corporation 0.0%
Value ($000) $1 Shares 400 Est. Cost $2.50 Unrealized
ALLETE INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.48 Unrealized
Motors Liquidation Co. 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.48 Unrealized
MET Metlife Inc 0.0%
Value ($000) $1 Shares 11 Est. Cost $31.07 Unrealized 0.0%
SJM Smucker J M Co New 0.0%
Value ($000) $1 Shares 15 Est. Cost $68.74 Unrealized 0.0%
Dynex Capital Inc. 0.0%
Value ($000) $1 Shares 125 Est. Cost $8.00 Unrealized
CSR Corporation Limited 0.0%
Value ($000) $1 Shares 1,400 Est. Cost $0.71 Unrealized
Visteon Corp. 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Visteon Corporation 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
GSDC Goldsands Development Co. 0.0%
Value ($000) $0 Shares 14,385 Est. Cost $0.00 Unrealized 0.0%
OncoSec Medical Incorporated 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
Time Warner Cable 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Jds Uniphase Corp Com Par $0.001 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Walter Energy, Inc. 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
Thompson Creek Metals F 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
H & Q Healthcare Investors Fund 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
The Pulse Beverage Corporation 0.0%
Value ($000) $0 Shares 175 Est. Cost Unrealized
LDK Solar Co. Ltd. (ADR) 0.0%
Value ($000) $0 Shares 400 Est. Cost Unrealized
DYAX CORP COM 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
Golden Minerals Company 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
Alcatel-Lucent, S.A. (ADR) 0.0%
Value ($000) $0 Shares 116 Est. Cost Unrealized
Clarent Corp. (Pink Sheet) 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
Cleantech Solutions Internation 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
Fed Mogal Wts Exp 12/27/2014 0.0%
Value ($000) $0 Shares 146 Est. Cost Unrealized
ZAGG Incorporated 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
INOVIO PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
Sanofi-Aventis CVR 0.0%
Value ($000) $0 Shares 201 Est. Cost Unrealized
Avantair Inc 0.0%
Value ($000) $0 Shares 300 Est. Cost Unrealized