Winch Advisory Services, LLC Diversified Active

CIK: 0001585822 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 15, 2014

Total Value ($000): $170,411 (100.0% shares, 0.0% debt)

Holdings (282)

SPY SPDR S&P 500 Index ETF 7.7%
Value ($000) $13,126 Shares 67,064 Est. Cost $187.01 Unrealized
MMM 3M Company 4.9%
Value ($000) $8,353 Shares 58,315 Est. Cost $76.96 Unrealized +5.3%
Berkshire Hathaway Inc - Class B 4.6%
Value ($000) $7,837 Shares 61,927 Est. Cost $125.02 Unrealized
Google, Inc. - Class C 4.0%
Value ($000) $6,822 Shares 11,858 Est. Cost $575.31 Unrealized
Merck & Co Inc 3.8%
Value ($000) $6,478 Shares 111,983 Est. Cost $57.01 Unrealized
Guggenheim S&P 500 Eq Weight Technology ETF 3.6%
Value ($000) $6,199 Shares 73,985 Est. Cost $80.24 Unrealized
HAL Halliburton Company 3.6%
Value ($000) $6,109 Shares 86,026 Est. Cost $45.59 Unrealized +12.9%
AAPL Apple, Inc. 3.3%
Value ($000) $5,596 Shares 60,216 Est. Cost $18.34 Unrealized +1.7%
VZ Verizon Communications Inc. 2.8%
Value ($000) $4,804 Shares 98,180 Est. Cost $25.91 Unrealized +3.4%
Du Pont E. I. De Nemours & Comp. 2.8%
Value ($000) $4,708 Shares 71,941 Est. Cost $67.04 Unrealized
SLB Schlumberger Ltd 2.6%
Value ($000) $4,479 Shares 37,972 Est. Cost $65.48 Unrealized +14.3%
VHT Vanguard Health Care ETF 2.5%
Value ($000) $4,232 Shares 37,910 Est. Cost $106.92 Unrealized
COP ConocoPhillips 2.2%
Value ($000) $3,684 Shares 42,969 Est. Cost $51.74 Unrealized +3.1%
General Electric Co. 2.0%
Value ($000) $3,460 Shares 131,657 Est. Cost $26.13 Unrealized
XLK SPDR Technology Select Sector 1.8%
Value ($000) $3,119 Shares 81,333 Est. Cost $37.77 Unrealized
Blackstone Group L.P. 1.7%
Value ($000) $2,916 Shares 87,193 Est. Cost $33.25 Unrealized
DIS Walt Disney Company 1.7%
Value ($000) $2,912 Shares 33,963 Est. Cost $70.08 Unrealized +4.8%
JNJ Johnson & Johnson 1.7%
Value ($000) $2,895 Shares 27,671 Est. Cost $66.83 Unrealized +9.5%
MSFT Microsoft Corporation 1.7%
Value ($000) $2,832 Shares 67,919 Est. Cost $32.82 Unrealized +3.5%
BRK/A Berkshire Hathaway Inc - Class A 1.6%
Value ($000) $2,659 Shares 14 Est. Cost $175515.22 Unrealized +8.1%
VOT Vanguard Mid-Cap Growth ETF 1.5%
Value ($000) $2,590 Shares 26,876 Est. Cost $92.61 Unrealized
XLB Sector SPDR Materials Select Sector ETF 1.4%
Value ($000) $2,355 Shares 47,441 Est. Cost $47.32 Unrealized
QCOM Qualcomm Inc. 1.3%
Value ($000) $2,203 Shares 27,814 Est. Cost $55.44 Unrealized +3.3%
CAT Caterpillar, Inc. 1.3%
Value ($000) $2,165 Shares 19,921 Est. Cost $76.12 Unrealized +2.5%
Constellium N.V. (ADR) 1.2%
Value ($000) $2,065 Shares 64,425 Est. Cost $30.90 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 1.2%
Value ($000) $2,046 Shares 47,436 Est. Cost $43.13 Unrealized
IYT Ishares DJ US Transportation ETF 1.1%
Value ($000) $1,955 Shares 13,301 Est. Cost $138.65 Unrealized
WFC Wells Fargo & Company 1.1%
Value ($000) $1,951 Shares 37,122 Est. Cost $33.63 Unrealized +7.9%
XOM Exxon Mobil Corporation 1.1%
Value ($000) $1,870 Shares 18,576 Est. Cost $58.08 Unrealized +6.5%
CMI Cummings, Inc. 1.1%
Value ($000) $1,798 Shares 11,652 Est. Cost $107.21 Unrealized +3.3%
CRM Salesforce.com Inc 1.0%
Value ($000) $1,751 Shares 30,143 Est. Cost $53.37 Unrealized 0.0%
Dow Chemical Company 1.0%
Value ($000) $1,737 Shares 33,764 Est. Cost $49.35 Unrealized
AZN AstraZeneca PLC Spons ADR 1.0%
Value ($000) $1,727 Shares 23,244 Est. Cost $74.30 Unrealized
Google, Inc. - Class A 1.0%
Value ($000) $1,724 Shares 2,949 Est. Cost $1114.37 Unrealized
AWI Armstrong World Industries 1.0%
Value ($000) $1,717 Shares 29,890 Est. Cost $50.40 Unrealized 0.0%
XLI SPDR Industrials Select Sector 1.0%
Value ($000) $1,628 Shares 30,107 Est. Cost $54.07 Unrealized
PG Procter & Gamble Co. 0.9%
Value ($000) $1,599 Shares 20,349 Est. Cost $56.51 Unrealized +3.1%
Nabors Industries Ltd. 0.9%
Value ($000) $1,540 Shares 52,437 Est. Cost $26.48 Unrealized
IWM iShares Russell 2000 Index Fd 0.8%
Value ($000) $1,392 Shares 11,716 Est. Cost $117.30 Unrealized
Market Vectors Semiconductor ETF 0.8%
Value ($000) $1,391 Shares 28,116 Est. Cost $46.26 Unrealized
SPX Corporation 0.8%
Value ($000) $1,358 Shares 12,549 Est. Cost $108.22 Unrealized
XHB SPDR SPDR Homebuilders ETF 0.7%
Value ($000) $1,217 Shares 37,153 Est. Cost $32.76 Unrealized
CVX Chevron Corporation 0.7%
Value ($000) $1,214 Shares 9,295 Est. Cost $70.36 Unrealized +7.9%
EOG EOG Resources, Inc. 0.7%
Value ($000) $1,193 Shares 10,212 Est. Cost $72.88 Unrealized +5.2%
PowerShares QQQ ETF 0.7%
Value ($000) $1,137 Shares 12,110 Est. Cost $93.88 Unrealized
BMY Bristol-Myers Squibb Co. 0.7%
Value ($000) $1,119 Shares 23,071 Est. Cost $33.66 Unrealized -0.5%
Baker Hughes Inc. 0.6%
Value ($000) $1,064 Shares 14,290 Est. Cost $74.46 Unrealized
VTI Vanguard Total Stock Market ETF 0.6%
Value ($000) $1,064 Shares 10,455 Est. Cost $98.62 Unrealized
ITW Illinois Tool Works, Inc. 0.6%
Value ($000) $1,055 Shares 12,052 Est. Cost $65.10 Unrealized +0.5%
INTC Intel Corporation 0.6%
Value ($000) $957 Shares 30,963 Est. Cost $19.05 Unrealized +8.6%
Alcoa Inc. 0.5%
Value ($000) $886 Shares 59,511 Est. Cost $13.45 Unrealized
VTV Vanguard Value ETF 0.5%
Value ($000) $836 Shares 10,326 Est. Cost $80.96 Unrealized
United Technologies Corporation 0.5%
Value ($000) $790 Shares 6,843 Est. Cost $115.45 Unrealized
MU Micron Technology Inc. 0.5%
Value ($000) $779 Shares 23,646 Est. Cost $26.60 Unrealized 0.0%
VYM Vanguard High Dividend Yield Indx ETF 0.4%
Value ($000) $724 Shares 10,917 Est. Cost $64.05 Unrealized
VGK Vanguard FTSE Europe ETF 0.4%
Value ($000) $719 Shares 11,996 Est. Cost $59.29 Unrealized
Medtronic, Inc. 0.4%
Value ($000) $718 Shares 11,263 Est. Cost $61.78 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.4%
Value ($000) $707 Shares 16,602 Est. Cost $42.58 Unrealized
Guggenheim Bulletshares MAC Global Solar Energy Index 0.4%
Value ($000) $686 Shares 15,382 Est. Cost $44.60 Unrealized
C&J Energy Services Inc 0.4%
Value ($000) $684 Shares 20,252 Est. Cost $29.16 Unrealized
DHR Danaher Corp. 0.4%
Value ($000) $669 Shares 8,501 Est. Cost $31.10 Unrealized 0.0%
HON Honeywell International Inc. 0.4%
Value ($000) $665 Shares 7,156 Est. Cost $64.72 Unrealized +1.5%
SKYY First Trust ISE Cloud Computing 0.4%
Value ($000) $664 Shares 24,532 Est. Cost $27.07 Unrealized
PTEN Patterson-UTI Energy, Inc. 0.4%
Value ($000) $622 Shares 17,811 Est. Cost $27.81 Unrealized +18.1%
Symantec Corp. 0.3%
Value ($000) $532 Shares 23,245 Est. Cost $22.89 Unrealized
Activision Blizzard Inc 0.3%
Value ($000) $529 Shares 23,730 Est. Cost $22.29 Unrealized
Citrix Systems, Inc. 0.3%
Value ($000) $515 Shares 8,240 Est. Cost $62.50 Unrealized
TRV Travelers Companies, Inc. 0.3%
Value ($000) $513 Shares 5,456 Est. Cost $70.45 Unrealized +0.1%
DOV Dover Corporation 0.3%
Value ($000) $503 Shares 5,530 Est. Cost $56.79 Unrealized 0.0%
Freescale Semiconductor Hlds 0.3%
Value ($000) $499 Shares 21,240 Est. Cost $23.49 Unrealized
SU Suncore Energy Inc. 0.3%
Value ($000) $468 Shares 10,973 Est. Cost $22.10 Unrealized +17.7%
AT & T, Inc. 0.2%
Value ($000) $351 Shares 9,934 Est. Cost $35.10 Unrealized
Integrys Energy Group 0.2%
Value ($000) $342 Shares 4,808 Est. Cost $59.60 Unrealized
ASB Associated Banc-Corp 0.1%
Value ($000) $232 Shares 12,849 Est. Cost $11.62 Unrealized +3.8%
KMB Kimberly-Clark Corporation 0.1%
Value ($000) $206 Shares 1,849 Est. Cost $69.39 Unrealized +3.4%
XEL Xcel Energy Inc 0.1%
Value ($000) $184 Shares 5,698 Est. Cost $19.89 Unrealized +7.3%
ACE LTD 0.1%
Value ($000) $178 Shares 1,721 Est. Cost $99.25 Unrealized
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $172 Shares 1,863 Est. Cost $55.43 Unrealized 0.0%
RS RELIANCE STEEL & ALUMINUM 0.1%
Value ($000) $159 Shares 2,151 Est. Cost $71.36 Unrealized +0.7%
MCD McDonald's Corp. 0.1%
Value ($000) $155 Shares 1,542 Est. Cost $70.27 Unrealized +6.4%
Associated Banc-Corp Preferred Stock 0.1%
Value ($000) $138 Shares 5,000 Est. Cost $28.00 Unrealized
BMO Bank of Montreal 0.1%
Value ($000) $109 Shares 1,481 Est. Cost $40.16 Unrealized +8.5%
IVV iShares S&P 500 Index ETF 0.1%
Value ($000) $94 Shares 476 Est. Cost $187.71 Unrealized
LNT Alliant Energy Corporation 0.0%
Value ($000) $80 Shares 1,320 Est. Cost $18.07 Unrealized +10.6%
Inland American Real Estate Trust NSA 0.0%
Value ($000) $79 Shares 10,928 Est. Cost $7.54 Unrealized
Ashland Inc 0.0%
Value ($000) $74 Shares 677 Est. Cost $99.26 Unrealized
CL Colgate-Palmolive Co 0.0%
Value ($000) $64 Shares 940 Est. Cost $47.90 Unrealized +6.9%
Hewlett-Packard Co De 0.0%
Value ($000) $58 Shares 1,708 Est. Cost $32.19 Unrealized
KLAC KLA-Tencor Corporation 0.0%
Value ($000) $53 Shares 728 Est. Cost $42.48 Unrealized 0.0%
Wisconsin Energy Corp. 0.0%
Value ($000) $52 Shares 1,103 Est. Cost $46.62 Unrealized
Glaxosmithkline Plc Sponsored Adr 0.0%
Value ($000) $44 Shares 821 Est. Cost $53.16 Unrealized
St. Jude Medical Inc. 0.0%
Value ($000) $42 Shares 605 Est. Cost $64.68 Unrealized
MKC McCormick & Co. Inc. 0.0%
Value ($000) $42 Shares 585 Est. Cost $26.80 Unrealized +6.6%
EFA iShares MSCI EAFE Index ETF 0.0%
Value ($000) $39 Shares 564 Est. Cost $67.38 Unrealized
HD Home Depot Inc. 0.0%
Value ($000) $39 Shares 487 Est. Cost $60.23 Unrealized -0.2%
RGLD Royal Gold, Inc. 0.0%
Value ($000) $39 Shares 517 Est. Cost $61.49 Unrealized +7.5%
VUG Vanguard Growth ETF 0.0%
Value ($000) $38 Shares 379 Est. Cost $92.59 Unrealized
JPM JP Morgan Chase & Co. 0.0%
Value ($000) $37 Shares 644 Est. Cost $42.08 Unrealized -2.1%
WPC W. P. Carey Inc. 0.0%
Value ($000) $37 Shares 577 Est. Cost $59.81 Unrealized
MA Mastercard Inc 0.0%
Value ($000) $37 Shares 501 Est. Cost $72.72 Unrealized -4.8%
Annaly Capital Management, Inc. 0.0%
Value ($000) $37 Shares 3,268 Est. Cost $11.09 Unrealized
F Ford Motor Company 0.0%
Value ($000) $37 Shares 2,141 Est. Cost $8.38 Unrealized +5.8%
Hillshire Brands Company 0.0%
Value ($000) $36 Shares 572 Est. Cost $36.91 Unrealized
HSY Hershey Company 0.0%
Value ($000) $35 Shares 355 Est. Cost $77.22 Unrealized -3.7%
PowerShares Buyback Achievers 0.0%
Value ($000) $34 Shares 755 Est. Cost $43.88 Unrealized
PEP Pepsico, Inc. 0.0%
Value ($000) $33 Shares 367 Est. Cost $56.86 Unrealized +7.1%
AGG iShares Barclays Aggregate Bond ETF 0.0%
Value ($000) $33 Shares 298 Est. Cost $107.38 Unrealized
Waste Management 0.0%
Value ($000) $32 Shares 723 Est. Cost $42.25 Unrealized
V Visa, Inc. 0.0%
Value ($000) $32 Shares 151 Est. Cost $51.12 Unrealized -5.8%
Mead Johnson Nutrition 0.0%
Value ($000) $32 Shares 342 Est. Cost $82.35 Unrealized
BAC Bank of America Corporation 0.0%
Value ($000) $32 Shares 2,074 Est. Cost $13.25 Unrealized -7.6%
Cabela's Incorporated 0.0%
Value ($000) $31 Shares 500 Est. Cost $66.00 Unrealized
TGT Target Corporation 0.0%
Value ($000) $31 Shares 535 Est. Cost $41.65 Unrealized -0.0%
FirstMerit Corporation 0.0%
Value ($000) $30 Shares 1,540 Est. Cost $20.94 Unrealized
Vodafone Group Plc (ADR) 0.0%
Value ($000) $30 Shares 895 Est. Cost $36.68 Unrealized
PFE Pfizer Inc. 0.0%
Value ($000) $29 Shares 976 Est. Cost $18.20 Unrealized -3.6%
OXY Occidental Petroleum Corporation 0.0%
Value ($000) $27 Shares 267 Est. Cost $62.47 Unrealized +5.9%
Bay Commercial Bank 0.0%
Value ($000) $26 Shares 2,431 Est. Cost $10.28 Unrealized
Aberdeen Asia-Pacific Income Fund Inc. 0.0%
Value ($000) $25 Shares 4,051 Est. Cost $6.03 Unrealized
META Facebook Inc. 0.0%
Value ($000) $23 Shares 345 Est. Cost $62.93 Unrealized -2.9%
Walgreen Company 0.0%
Value ($000) $23 Shares 310 Est. Cost $64.72 Unrealized
ACWI iShares MSCI ACWI (World) Index ETF 0.0%
Value ($000) $23 Shares 378 Est. Cost $58.20 Unrealized
Johnson Controls Inc 0.0%
Value ($000) $22 Shares 438 Est. Cost $48.17 Unrealized
Manitowoc Company Inc. 0.0%
Value ($000) $21 Shares 639 Est. Cost $31.25 Unrealized
American Capital Agency Corp. 0.0%
Value ($000) $21 Shares 893 Est. Cost $21.15 Unrealized
Silver Wheaton Corporation 0.0%
Value ($000) $21 Shares 794 Est. Cost $22.84 Unrealized
Textainer Group Holdings Limited 0.0%
Value ($000) $21 Shares 548 Est. Cost $38.74 Unrealized
IWD Ishares Tr Russell 1000 Value Index Fd 0.0%
Value ($000) $20 Shares 201 Est. Cost $94.53 Unrealized
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $20 Shares 257 Est. Cost $30.73 Unrealized +1.4%
BA Boeing Company 0.0%
Value ($000) $20 Shares 154 Est. Cost $111.68 Unrealized +0.8%
Statoil ASA (ADR) 0.0%
Value ($000) $19 Shares 619 Est. Cost $28.41 Unrealized
Columbia Property Trust, Inc. 0.0%
Value ($000) $19 Shares 722 Est. Cost $27.26 Unrealized
Fortuna Silver Mines Inc. 0.0%
Value ($000) $18 Shares 3,260 Est. Cost $3.68 Unrealized
VT Vanguard Total World Stock Index ETF 0.0%
Value ($000) $18 Shares 284 Est. Cost $59.91 Unrealized
INDY iShares India 50 ETF 0.0%
Value ($000) $17 Shares 580 Est. Cost $29.31 Unrealized
PM Philip Morris International, Inc. 0.0%
Value ($000) $17 Shares 205 Est. Cost $44.79 Unrealized +7.7%
AMP Ameriprise Financial Inc. 0.0%
Value ($000) $17 Shares 143 Est. Cost $85.26 Unrealized +2.7%
Silver Bullion Trust 0.0%
Value ($000) $17 Shares 1,450 Est. Cost $10.34 Unrealized
ZBH Zimmer Holdings, Inc. 0.0%
Value ($000) $16 Shares 151 Est. Cost $83.56 Unrealized +6.1%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $15 Shares 194 Est. Cost $72.96 Unrealized
ROYTL Pacific Coast Oil Trust 0.0%
Value ($000) $15 Shares 1,118 Est. Cost $13.45 Unrealized
A Agilent Tech Inc 0.0%
Value ($000) $14 Shares 245 Est. Cost $37.33 Unrealized -2.3%
HOG Harley Davidson Inc. 0.0%
Value ($000) $14 Shares 202 Est. Cost $66.16 Unrealized +6.5%
Volvo Aktiebolaget (ADR) 0.0%
Value ($000) $14 Shares 1,025 Est. Cost $15.94 Unrealized
Kate Spade & Company 0.0%
Value ($000) $14 Shares 375 Est. Cost $37.33 Unrealized
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $13 Shares 156 Est. Cost $83.87 Unrealized
DJP iPath DJ-UBS Commodity Index Trust ETN 0.0%
Value ($000) $13 Shares 331 Est. Cost $39.27 Unrealized
VB Vanguard Small Cap 0.0%
Value ($000) $13 Shares 108 Est. Cost $111.11 Unrealized
SLV iShares Silver Trust ETF 0.0%
Value ($000) $13 Shares 650 Est. Cost $18.46 Unrealized
Armour Residential REIT, Inc. 0.0%
Value ($000) $13 Shares 3,100 Est. Cost $4.06 Unrealized
APD Air Products & Chemicals Inc. 0.0%
Value ($000) $13 Shares 101 Est. Cost $79.28 Unrealized +5.8%
Northern Oil and Gas, Inc. 0.0%
Value ($000) $13 Shares 825 Est. Cost $14.55 Unrealized
CurrencyShares Australian Dollar Trust ETF 0.0%
Value ($000) $13 Shares 140 Est. Cost $93.53 Unrealized
Continental Resources, Inc. 0.0%
Value ($000) $12 Shares 73 Est. Cost $149.18 Unrealized
JA Solar Holdings Co., Ltd. (ADR) 0.0%
Value ($000) $12 Shares 1,115 Est. Cost $10.76 Unrealized
OSK Oshkosh Truck Corporation 0.0%
Value ($000) $12 Shares 215 Est. Cost $45.64 Unrealized +1.0%
Nordion Inc 0.0%
Value ($000) $11 Shares 864 Est. Cost $11.57 Unrealized
XLY Sector SPDR Consumer Discretionary ETF 0.0%
Value ($000) $11 Shares 162 Est. Cost $62.11 Unrealized
Two Harbors Investment Corp. 0.0%
Value ($000) $11 Shares 1,043 Est. Cost $9.85 Unrealized
FCX Freeport-McMoRan Copper & Gold Inc. 0.0%
Value ($000) $11 Shares 306 Est. Cost $28.47 Unrealized +3.8%
DVN Devon Energy Corporation 0.0%
Value ($000) $11 Shares 134 Est. Cost $41.69 Unrealized +17.6%
EL Estee Lauder Companies Inc. 0.0%
Value ($000) $11 Shares 151 Est. Cost $59.78 Unrealized +6.1%
TransCanada Corp. 0.0%
Value ($000) $10 Shares 203 Est. Cost $44.78 Unrealized
TSLA Tesla Motors, Inc. 0.0%
Value ($000) $10 Shares 41 Est. Cost $13.39 Unrealized +4.1%
VBK Vanguard Small Cap Growth ETF 0.0%
Value ($000) $10 Shares 80 Est. Cost $124.20 Unrealized
WYNN Wynn Resorts 0.0%
Value ($000) $10 Shares 46 Est. Cost $183.42 Unrealized -5.3%
Marathon Oil Corporation 0.0%
Value ($000) $10 Shares 254 Est. Cost $35.57 Unrealized
MO Altria Group, Inc. 0.0%
Value ($000) $9 Shares 205 Est. Cost $17.12 Unrealized +12.1%
Michael Kors Holdings Limited 0.0%
Value ($000) $9 Shares 100 Est. Cost $90.00 Unrealized
PCRX Pacira Pharmaceuticals, Inc. 0.0%
Value ($000) $9 Shares 100 Est. Cost $68.02 Unrealized +12.0%
SBUX Starbucks Corporation 0.0%
Value ($000) $9 Shares 120 Est. Cost $29.29 Unrealized -1.4%
DNP Select Income Fund 0.0%
Value ($000) $9 Shares 895 Est. Cost $10.25 Unrealized
HIG HEARTLAND FINANCIAL USA INC CO M 0.0%
Value ($000) $9 Shares 350 Est. Cost $27.12 Unrealized +1.6%
SWKS Skyworks Solutions Inc. 0.0%
Value ($000) $8 Shares 168 Est. Cost $33.70 Unrealized 0.0%
GT Goodyear Tire & Rubber Company 0.0%
Value ($000) $8 Shares 271 Est. Cost $25.47 Unrealized +2.5%
CMCSA Comcast Corp New Cl A 0.0%
Value ($000) $8 Shares 151 Est. Cost $19.96 Unrealized -0.9%
Choice Bank 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $7.00 Unrealized
Whole Foods Market, Inc. 0.0%
Value ($000) $8 Shares 200 Est. Cost $50.00 Unrealized
VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF 0.0%
Value ($000) $8 Shares 75 Est. Cost $108.09 Unrealized
Roche Holdings Ltd. (ADR) 0.0%
Value ($000) $8 Shares 226 Est. Cost $36.34 Unrealized
Bank of America Corporation Preferred Shares 0.0%
Value ($000) $7 Shares 271 Est. Cost $26.31 Unrealized
Advent Claymore Convertible Secs & Income Fund 0.0%
Value ($000) $7 Shares 375 Est. Cost $18.97 Unrealized
XLV Health Care Select Sector SPDR ETF 0.0%
Value ($000) $7 Shares 109 Est. Cost $58.48 Unrealized
Enerplus Corporation 0.0%
Value ($000) $7 Shares 263 Est. Cost $19.32 Unrealized
EMC Corporation 0.0%
Value ($000) $7 Shares 258 Est. Cost $27.41 Unrealized
Express Scripts Inc. 0.0%
Value ($000) $7 Shares 108 Est. Cost $74.07 Unrealized
Wisconsin Electric Power Preferred Stock 0.0%
Value ($000) $7 Shares 66 Est. Cost $106.06 Unrealized
IWO iShares Russell 2000 Growth Index ETF 0.0%
Value ($000) $6 Shares 43 Est. Cost $138.99 Unrealized
Windstream Corporation 0.0%
Value ($000) $6 Shares 650 Est. Cost $8.24 Unrealized
IXN iShares S&P Global Technology ETF 0.0%
Value ($000) $6 Shares 67 Est. Cost $89.55 Unrealized
PNNT PennantPark Investment Corporation 0.0%
Value ($000) $6 Shares 500 Est. Cost $2.61 Unrealized 0.0%
MVO MV Oil Trust 0.0%
Value ($000) $6 Shares 200 Est. Cost $25.00 Unrealized
PAYX Paychex Inc. 0.0%
Value ($000) $6 Shares 133 Est. Cost $29.49 Unrealized -2.4%
EXC Exelon Corp 0.0%
Value ($000) $6 Shares 169 Est. Cost $13.83 Unrealized +21.9%
KO Coca-Cola Company 0.0%
Value ($000) $6 Shares 142 Est. Cost $26.56 Unrealized +5.8%
Dreyfus Municipal Income Inc. 0.0%
Value ($000) $5 Shares 494 Est. Cost $8.28 Unrealized
GILD Gilead Sciences Inc. 0.0%
Value ($000) $5 Shares 66 Est. Cost $54.49 Unrealized -0.8%
Hydrogenics Corporation 0.0%
Value ($000) $5 Shares 268 Est. Cost $26.12 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $5 Shares 133 Est. Cost $26.11 Unrealized +3.1%
Yahoo Inc. 0.0%
Value ($000) $5 Shares 138 Est. Cost $36.23 Unrealized
EEM iShares MSCI Emerging Markets Index ETF 0.0%
Value ($000) $5 Shares 109 Est. Cost $36.70 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $5 Shares 79 Est. Cost $53.67 Unrealized +1.2%
MOD Modine Manufacturing Company 0.0%
Value ($000) $5 Shares 330 Est. Cost $13.78 Unrealized +11.7%
NFLX Netflix, Inc. 0.0%
Value ($000) $4 Shares 9 Est. Cost $5.73 Unrealized -5.5%
O Realty Income Corp 0.0%
Value ($000) $4 Shares 100 Est. Cost $24.22 Unrealized 0.0%
ABBV Abbvie, Inc. 0.0%
Value ($000) $4 Shares 67 Est. Cost $31.49 Unrealized +4.7%
Royal Dutch Shell plc (ADR) 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
Neenah Paper, Inc. 0.0%
Value ($000) $4 Shares 84 Est. Cost $47.62 Unrealized
CMG Chipotle Mexican Grill, Inc. 0.0%
Value ($000) $4 Shares 6 Est. Cost $11.02 Unrealized -1.8%
SPDR Gold Shares Trust ETF 0.0%
Value ($000) $4 Shares 32 Est. Cost $125.00 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) $4 Shares 97 Est. Cost $30.93 Unrealized
Duke Energy Corporation 0.0%
Value ($000) $4 Shares 54 Est. Cost $74.07 Unrealized
Trina Solar Limited 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.33 Unrealized
CNP CenterPoint Energy Inc. 0.0%
Value ($000) $4 Shares 162 Est. Cost $15.52 Unrealized +4.1%
JBLU Jetblue Awys Corp 0.0%
Value ($000) $4 Shares 390 Est. Cost $8.77 Unrealized +5.5%
ABT Abbott Laboratories 0.0%
Value ($000) $3 Shares 67 Est. Cost $30.73 Unrealized +2.5%
Varian Medical Sys Inc 0.0%
Value ($000) $3 Shares 31 Est. Cost $96.77 Unrealized
Market Vectors Solar Energy ETF TRUST 0.0%
Value ($000) $3 Shares 33 Est. Cost $90.91 Unrealized
YUM Yum! Brands Inc 0.0%
Value ($000) $3 Shares 40 Est. Cost $42.07 Unrealized +6.1%
LNC Lincoln National Corp 0.0%
Value ($000) $3 Shares 50 Est. Cost $33.47 Unrealized -1.4%
PSEC Prospect Capital Corporation 0.0%
Value ($000) $3 Shares 300 Est. Cost $2.53 Unrealized -2.1%
Amer Intl Group Inc 0.0%
Value ($000) $3 Shares 47 Est. Cost $42.55 Unrealized
Revance Therapeutics, Inc. 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
AMZN Amazon.com Inc. 0.0%
Value ($000) $3 Shares 10 Est. Cost $18.56 Unrealized -14.8%
FE FirstEnergy Corp. 0.0%
Value ($000) $3 Shares 81 Est. Cost $19.26 Unrealized +7.6%
Harman International Industries, Inc. 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
Spectra Energy Corp 0.0%
Value ($000) $3 Shares 80 Est. Cost $37.50 Unrealized
Government Properties Income Trust 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
GASFRAC ENERGY SERVICES COM 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
General Motors Company Warrent B 0.0%
Value ($000) $2 Shares 88 Est. Cost $22.73 Unrealized
General Motors Company Warrent A 0.0%
Value ($000) $2 Shares 88 Est. Cost $22.73 Unrealized
Silver Bay Realty Trust Corp. 0.0%
Value ($000) $2 Shares 104 Est. Cost $19.23 Unrealized
Gas Natural Inc. 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
SJM Smucker J M Co New 0.0%
Value ($000) $2 Shares 15 Est. Cost $68.74 Unrealized +3.9%
CSCO Cisco Systems, Inc. 0.0%
Value ($000) $2 Shares 66 Est. Cost $15.30 Unrealized +8.8%
CenturyLink, Inc. 0.0%
Value ($000) $2 Shares 49 Est. Cost $41.65 Unrealized
FMCC Freddie Mac (OTC-BB) 0.0%
Value ($000) $2 Shares 609 Est. Cost $3.44 Unrealized +19.9%
Fifth Street Finance Corporation 0.0%
Value ($000) $2 Shares 200 Est. Cost $12.00 Unrealized
FNMA Fannie Mae (OTC-BB) 0.0%
Value ($000) $2 Shares 442 Est. Cost $3.52 Unrealized +17.6%
Just Energy Group Inc. 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.00 Unrealized
Level 3 Communications Inc 0.0%
Value ($000) $2 Shares 53 Est. Cost $37.74 Unrealized
Bemis Company Inc 0.0%
Value ($000) $2 Shares 57 Est. Cost $35.09 Unrealized
PSX Phillips 66 0.0%
Value ($000) $2 Shares 27 Est. Cost $49.82 Unrealized +8.8%
CX Cemex, S.A.B. de C.V. (ADR) 0.0%
Value ($000) $2 Shares 124 Est. Cost $16.65 Unrealized
Breitburn Energy Partners L.P. 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
MET Metlife Inc 0.0%
Value ($000) $1 Shares 11 Est. Cost $31.07 Unrealized +2.5%
PCAR PACCAR INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $27.64 Unrealized 0.0%
Atlantic Power Corporation 0.0%
Value ($000) $1 Shares 300 Est. Cost $2.50 Unrealized
Motors Liquidation Co. 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.48 Unrealized
SandRidge Mississippian Trust I 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
CSR Corporation Limited 0.0%
Value ($000) $1 Shares 1,400 Est. Cost $0.71 Unrealized
Time Warner Inc 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
Compuware Corporation 0.0%
Value ($000) $1 Shares 83 Est. Cost $12.19 Unrealized
Credit Suisse High Yield Bond ETF 0.0%
Value ($000) $1 Shares 260 Est. Cost $2.78 Unrealized
ETFS Physical Palladium Shares ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $75.52 Unrealized
EBAY eBay Inc. 0.0%
Value ($000) $1 Shares 24 Est. Cost $20.67 Unrealized -6.2%
Dynex Capital Inc. 0.0%
Value ($000) $1 Shares 125 Est. Cost $8.00 Unrealized
GCL-Poly Energy Holdings Ltd. 0.0%
Value ($000) $1 Shares 4,000 Est. Cost $0.50 Unrealized
Thompson Creek Metals F 0.0%
Value ($000) $1 Shares 200 Est. Cost Unrealized
Frontier Communications 0.0%
Value ($000) $1 Shares 153 Est. Cost $6.45 Unrealized
LION BIOTECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 172 Est. Cost $5.81 Unrealized
Kemet Corporation 0.0%
Value ($000) $1 Shares 220 Est. Cost $4.55 Unrealized
ZAGG Incorporated 0.0%
Value ($000) $1 Shares 100 Est. Cost Unrealized
LDK Solar Co. Ltd. (ADR) 0.0%
Value ($000) $0 Shares 400 Est. Cost Unrealized
Visteon Corporation 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Visteon Corp. 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Jds Uniphase Corp Com 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Walter Energy, Inc. 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
Cleantech Solutions Internation 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
Golden Minerals Company 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
Time Warner Cable 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
GSDC Goldsands Development Co. 0.0%
Value ($000) $0 Shares 14,385 Est. Cost $0.00 Unrealized -23.3%
H & Q Healthcare Investors Fund 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
Fed Mogal Wts Exp 12/27/2014 0.0%
Value ($000) $0 Shares 146 Est. Cost Unrealized
Clarent Corp. 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
TIME INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
The Pulse Beverage Corporation 0.0%
Value ($000) $0 Shares 175 Est. Cost Unrealized
Avantair Inc 0.0%
Value ($000) $0 Shares 300 Est. Cost Unrealized
OncoSec Medical Incorporated 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
Sanofi-Aventis CVR 0.0%
Value ($000) $0 Shares 201 Est. Cost Unrealized
Alcatel-Lucent, S.A. (ADR) 0.0%
Value ($000) $0 Shares 116 Est. Cost Unrealized