VALLEY WEALTH MANAGERS, INC. Diversified Active

CIK: 0000924166 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 13, 2017

Total Value ($000): $699,388 (100.0% shares, 0.0% debt)

Holdings (259)

AAPL Apple Computer Inc 2.8%
Value ($000) $19,895 Shares 171,777 Est. Cost $26.09 Unrealized 0.0%
MSFT Microsoft Corp 2.7%
Value ($000) $18,591 Shares 299,187 Est. Cost $28.67 Unrealized +88.1%
PNC PNC Bank Corp 2.6%
Value ($000) $18,310 Shares 156,546 Est. Cost $57.61 Unrealized +33.9%
JNJ Johnson Johnson 2.4%
Value ($000) $17,006 Shares 147,615 Est. Cost $63.19 Unrealized +42.0%
MCHP MICROCHIP TECHNOLOGY INC 2.4%
Value ($000) $16,871 Shares 262,988 Est. Cost $17.64 Unrealized +50.5%
CVX Chevron 2.4%
Value ($000) $16,453 Shares 139,795 Est. Cost $64.70 Unrealized +14.1%
XOM Exxon Mobil 2.3%
Value ($000) $16,233 Shares 179,859 Est. Cost $54.23 Unrealized +7.3%
CDW CDW CORPORATION 2.3%
Value ($000) $15,887 Shares 304,989 Est. Cost $33.08 Unrealized +32.3%
RGA REINSURANCE GROUP OF AMERICA I 2.3%
Value ($000) $15,775 Shares 125,365 Est. Cost $65.55 Unrealized +78.9%
WFC Wells Fargo Co 2.2%
Value ($000) $15,717 Shares 285,197 Est. Cost $29.13 Unrealized +34.0%
CSCO Cisco Sys Inc 2.2%
Value ($000) $15,668 Shares 518,442 Est. Cost $16.53 Unrealized +39.5%
HON Honeywell International 2.2%
Value ($000) $15,263 Shares 131,744 Est. Cost $56.45 Unrealized +49.1%
THG HANOVER INS GROUP INC 2.2%
Value ($000) $15,159 Shares 166,560 Est. Cost $52.60 Unrealized +21.4%
INGR INGREDION INC 2.1%
Value ($000) $14,941 Shares 119,569 Est. Cost $81.47 Unrealized +55.1%
VZ Verizon Communications 2.1%
Value ($000) $14,920 Shares 279,508 Est. Cost $27.56 Unrealized +12.4%
Scripps Ntwk Interac 2.1%
Value ($000) $14,883 Shares 208,530 Est. Cost $55.64 Unrealized
ROST ROSS STORES INC 2.1%
Value ($000) $14,796 Shares 225,547 Est. Cost $37.04 Unrealized +61.4%
ACN ACCENTURE PLC 2.1%
Value ($000) $14,582 Shares 124,492 Est. Cost $63.97 Unrealized +61.3%
Blackrock Inc 2.1%
Value ($000) $14,569 Shares 38,285 Est. Cost $262.21 Unrealized
IAC INTERACTIVECORP 2.1%
Value ($000) $14,376 Shares 221,899 Est. Cost $53.32 Unrealized
BARD, C R INC 2.0%
Value ($000) $14,225 Shares 63,317 Est. Cost $224.66 Unrealized
SYF SYNCHRONY FINANCIAL 2.0%
Value ($000) $14,071 Shares 387,970 Est. Cost $25.17 Unrealized +2.0%
Lab Corp Holdings 2.0%
Value ($000) $13,989 Shares 108,963 Est. Cost $104.45 Unrealized
WMT Wal-Mart Stores Inc 2.0%
Value ($000) $13,926 Shares 201,466 Est. Cost $19.96 Unrealized -0.2%
UNP Union Pacific Corp 2.0%
Value ($000) $13,818 Shares 133,264 Est. Cost $68.22 Unrealized +17.7%
ELV Anthem Inc 2.0%
Value ($000) $13,769 Shares 95,772 Est. Cost $118.58 Unrealized 0.0%
ARRIS INTERNATIONAL PLC 1.9%
Value ($000) $13,514 Shares 448,530 Est. Cost $30.13 Unrealized
STWD Starwood Ppty TRUST 1.9%
Value ($000) $13,505 Shares 615,265 Est. Cost $22.52 Unrealized
CCK CROWN HOLDINGS INC 1.9%
Value ($000) $13,454 Shares 255,926 Est. Cost $40.84 Unrealized +25.8%
ORCL Oracle Corp 1.9%
Value ($000) $13,400 Shares 348,504 Est. Cost $29.19 Unrealized +16.9%
KR Kroger Co 1.9%
Value ($000) $13,334 Shares 386,382 Est. Cost $21.09 Unrealized +27.9%
AMGN Amgen Inc 1.9%
Value ($000) $13,208 Shares 90,335 Est. Cost $114.37 Unrealized 0.0%
OXY Occidental Petroleum Corp 1.9%
Value ($000) $13,150 Shares 184,616 Est. Cost $55.53 Unrealized -1.0%
Great Plains Energy Inc 1.9%
Value ($000) $13,105 Shares 479,150 Est. Cost $27.35 Unrealized
CVS CVS Corp 1.9%
Value ($000) $12,940 Shares 163,983 Est. Cost $46.13 Unrealized +32.3%
LKQ Lkq Corp Com 1.8%
Value ($000) $12,813 Shares 418,015 Est. Cost $29.19 Unrealized +0.3%
COR AMERISOURCEBERGEN CORP 1.8%
Value ($000) $12,443 Shares 159,137 Est. Cost $43.00 Unrealized +36.6%
AFL AFLAC INC 1.7%
Value ($000) $12,232 Shares 175,749 Est. Cost $28.46 Unrealized 0.0%
CRI Carter Inc Formerly Carter Hld 1.6%
Value ($000) $11,347 Shares 131,343 Est. Cost $79.20 Unrealized -12.4%
Delphi Automotive Plc 1.6%
Value ($000) $11,218 Shares 166,560 Est. Cost $67.35 Unrealized
PM Philip Morris Intl Inc 1.6%
Value ($000) $11,003 Shares 120,271 Est. Cost $49.97 Unrealized +16.5%
JPM J P Morgan Chase & Co Inc 0.5%
Value ($000) $3,415 Shares 39,564 Est. Cost $43.06 Unrealized +39.1%
PG Procter & Gamble Co 0.5%
Value ($000) $3,335 Shares 39,668 Est. Cost $60.23 Unrealized +10.9%
IWF ISHARES RUSSELL 1000 GROWTH FU 0.5%
Value ($000) $3,205 Shares 30,554 Est. Cost $88.33 Unrealized
T AT T Corp 0.4%
Value ($000) $2,905 Shares 68,307 Est. Cost $12.94 Unrealized +19.4%
MRK Merck Inc. 0.4%
Value ($000) $2,896 Shares 49,192 Est. Cost $36.42 Unrealized +21.1%
PEP Pepsico Incorporated 0.4%
Value ($000) $2,838 Shares 27,121 Est. Cost $67.65 Unrealized +17.3%
INTC Intel Corp 0.4%
Value ($000) $2,823 Shares 77,813 Est. Cost $20.79 Unrealized +40.2%
GENERAL ELECTRIC CO 0.4%
Value ($000) $2,767 Shares 87,552 Est. Cost $26.93 Unrealized
QCOM Qualcomm Inc 0.4%
Value ($000) $2,538 Shares 38,932 Est. Cost $41.18 Unrealized +26.9%
BA Boeing Co 0.3%
Value ($000) $2,436 Shares 15,650 Est. Cost $135.00 Unrealized 0.0%
ABBV Abbvie Inc 0.3%
Value ($000) $2,420 Shares 38,647 Est. Cost $35.57 Unrealized +17.5%
PEG Public Service Enterprise Grp 0.3%
Value ($000) $1,999 Shares 45,557 Est. Cost $25.04 Unrealized +21.6%
SLB Schlumberger Limited 0.3%
Value ($000) $1,965 Shares 23,416 Est. Cost $56.99 Unrealized +10.6%
GILD Gilead Sciences Inc 0.3%
Value ($000) $1,903 Shares 26,576 Est. Cost $61.78 Unrealized -13.9%
PRU Prudential Finl Inc 0.3%
Value ($000) $1,891 Shares 18,171 Est. Cost $50.90 Unrealized +23.0%
EMR Emerson Electric Co 0.3%
Value ($000) $1,872 Shares 33,562 Est. Cost $41.12 Unrealized +4.2%
LYB LyondellBasell Inds 0.3%
Value ($000) $1,871 Shares 21,818 Est. Cost $48.61 Unrealized +1.6%
PFE Pfizer Inc 0.3%
Value ($000) $1,833 Shares 56,446 Est. Cost $18.45 Unrealized +11.1%
VLY Valley Natl Bancorp 0.3%
Value ($000) $1,798 Shares 154,471 Est. Cost $9.30 Unrealized +15.0%
GM General Motors Corp 0.3%
Value ($000) $1,792 Shares 51,434 Est. Cost $24.62 Unrealized +14.4%
MET Metlife 0.3%
Value ($000) $1,750 Shares 32,481 Est. Cost $29.69 Unrealized +13.6%
United Technologies 0.2%
Value ($000) $1,746 Shares 15,926 Est. Cost $101.46 Unrealized
BMY Bristol Myers Squibb 0.2%
Value ($000) $1,733 Shares 29,647 Est. Cost $32.74 Unrealized +20.8%
TRV Travelers Cos Inc Com 0.2%
Value ($000) $1,718 Shares 14,030 Est. Cost $71.42 Unrealized +30.8%
CFR Cullen Frost Bankers 0.2%
Value ($000) $1,709 Shares 19,361 Est. Cost $46.27 Unrealized +33.1%
BOH Bank Of Hawaii Corp 0.2%
Value ($000) $1,696 Shares 19,120 Est. Cost $57.74 Unrealized 0.0%
MO Altria Group 0.2%
Value ($000) $1,603 Shares 23,699 Est. Cost $32.01 Unrealized +6.1%
UPS United Parcel Service 0.2%
Value ($000) $1,580 Shares 13,783 Est. Cost $77.25 Unrealized +3.9%
ADP Auto Data Processing 0.2%
Value ($000) $1,521 Shares 14,805 Est. Cost $76.76 Unrealized 0.0%
LMT LOCKHEED MARTIN CORPORATION 0.2%
Value ($000) $1,511 Shares 6,045 Est. Cost $104.05 Unrealized +88.3%
SON SONOCO PRODUCTS CO 0.2%
Value ($000) $1,506 Shares 28,585 Est. Cost $26.82 Unrealized +43.1%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,490 Shares 19,202 Est. Cost $56.17 Unrealized -6.2%
TROW Rowe T Price Group Inc 0.2%
Value ($000) $1,484 Shares 19,719 Est. Cost $50.85 Unrealized -0.4%
AEP AMERICAN ELECTRIC POWER CO 0.2%
Value ($000) $1,468 Shares 23,318 Est. Cost $44.69 Unrealized 0.0%
NNN NATIONAL RETAIL PROPERTIES INC 0.2%
Value ($000) $1,446 Shares 32,715 Est. Cost $37.51 Unrealized
MAA MID-AMERICA APT COMMUNITIES IN 0.2%
Value ($000) $1,404 Shares 14,335 Est. Cost $54.86 Unrealized +22.3%
VFC V F CORPORATION 0.2%
Value ($000) $1,388 Shares 26,017 Est. Cost $51.86 Unrealized 0.0%
KELLOGG CO 0.2%
Value ($000) $1,365 Shares 18,516 Est. Cost $43.75 Unrealized +14.4%
TGT TARGET CORPORATION 0.2%
Value ($000) $1,354 Shares 18,745 Est. Cost $45.77 Unrealized +20.9%
GPC GENUINE PARTS CO 0.2%
Value ($000) $1,344 Shares 14,072 Est. Cost $62.06 Unrealized +17.8%
VTR VENTAS INC 0.2%
Value ($000) $1,316 Shares 21,045 Est. Cost $41.63 Unrealized +2.3%
LLY LILLY, ELI AND COMPANY 0.2%
Value ($000) $1,274 Shares 17,318 Est. Cost $49.08 Unrealized +30.8%
PPL PPL CORP 0.2%
Value ($000) $1,270 Shares 37,310 Est. Cost $18.53 Unrealized +20.2%
DIS Disney Walt Co 0.2%
Value ($000) $1,263 Shares 12,117 Est. Cost $90.86 Unrealized -0.2%
IBM Intl Business Machines 0.1%
Value ($000) $942 Shares 5,672 Est. Cost $102.63 Unrealized +0.4%
L Loews Corp Com 0.1%
Value ($000) $910 Shares 19,440 Est. Cost $36.54 Unrealized +15.2%
USB U S Bancorp Del New 0.1%
Value ($000) $903 Shares 17,565 Est. Cost $28.88 Unrealized +17.0%
SWK Stanley Black & Decker 0.1%
Value ($000) $897 Shares 7,824 Est. Cost $84.58 Unrealized +10.6%
MLM Martin Marietta Matls Inc 0.1%
Value ($000) $878 Shares 3,964 Est. Cost $146.93 Unrealized +30.6%
HD Home Depot Inc 0.1%
Value ($000) $827 Shares 6,162 Est. Cost $102.99 Unrealized +0.4%
Dow Chemical Company 0.1%
Value ($000) $817 Shares 14,277 Est. Cost $47.81 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX 0.1%
Value ($000) $740 Shares 18,375 Est. Cost $44.14 Unrealized
DTE Dte Energy Holding Co 0.1%
Value ($000) $706 Shares 7,164 Est. Cost $54.03 Unrealized +9.7%
ETN Eaton Corp 0.1%
Value ($000) $679 Shares 10,125 Est. Cost $51.52 Unrealized +5.1%
DE Deere & Co 0.1%
Value ($000) $670 Shares 6,500 Est. Cost $68.14 Unrealized +19.5%
PSX Phillips 66 0.1%
Value ($000) $659 Shares 7,630 Est. Cost $56.10 Unrealized +4.6%
EOG EOG Resources 0.1%
Value ($000) $633 Shares 6,260 Est. Cost $69.90 Unrealized +3.5%
Blackstone Group Lp 0.1%
Value ($000) $567 Shares 20,975 Est. Cost $24.70 Unrealized
DVN Devon Energy Cp 0.1%
Value ($000) $544 Shares 11,900 Est. Cost $27.06 Unrealized +15.0%
KHC Kraft Heinz Co Com 0.1%
Value ($000) $536 Shares 6,138 Est. Cost $50.55 Unrealized +11.7%
SRE Sempra Energy 0.1%
Value ($000) $511 Shares 5,072 Est. Cost $37.24 Unrealized +2.0%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $472 Shares 2,898 Est. Cost $153.96 Unrealized 0.0%
APH Amphenol Corp Cl A 0.1%
Value ($000) $436 Shares 6,500 Est. Cost $15.27 Unrealized 0.0%
IVW Ishares S&P 500 Growth 0.1%
Value ($000) $427 Shares 3,507 Est. Cost $95.04 Unrealized
FDX Fedex Corporation 0.1%
Value ($000) $412 Shares 2,210 Est. Cost $158.34 Unrealized 0.0%
SPY SPDR Trust Series 1 0.1%
Value ($000) $383 Shares 1,715 Est. Cost $206.11 Unrealized
MMM 3M Company 0.1%
Value ($000) $360 Shares 2,020 Est. Cost $97.00 Unrealized +9.5%
EPD Enterprise Products Partners L 0.1%
Value ($000) $360 Shares 13,325 Est. Cost $26.29 Unrealized
HOLLYFRONTIER CORP 0.0%
Value ($000) $349 Shares 10,655 Est. Cost $35.74 Unrealized
BAC Bank of America Corp 0.0%
Value ($000) $329 Shares 14,891 Est. Cost $15.68 Unrealized 0.0%
XLK Technology Sector Index 0.0%
Value ($000) $328 Shares 6,777 Est. Cost $47.77 Unrealized
Level 3 Communications Inc 0.0%
Value ($000) $278 Shares 4,920 Est. Cost $47.63 Unrealized
UNH Unitedhealth Group Inc 0.0%
Value ($000) $260 Shares 1,622 Est. Cost $103.03 Unrealized +25.4%
GLD SPDR GOLD SHARES ETF 0.0%
Value ($000) $229 Shares 2,090 Est. Cost $117.08 Unrealized
ALLIANCE MMA INC 0.0%
Value ($000) $182 Shares 50,000 Est. Cost $3.64 Unrealized
AMZN Amazon. Com Inc. 0.0%
Value ($000) $169 Shares 225 Est. Cost $39.18 Unrealized 0.0%
WSM Williams Sonoma Inc 0.0%
Value ($000) $168 Shares 3,475 Est. Cost $21.59 Unrealized -4.9%
DOV Dover Corp 0.0%
Value ($000) $161 Shares 2,145 Est. Cost $45.85 Unrealized +8.5%
KMI Kinder Morgan Inc 0.0%
Value ($000) $150 Shares 7,244 Est. Cost $12.19 Unrealized +7.5%
NJR New Jersey Resource Corp 0.0%
Value ($000) $146 Shares 4,125 Est. Cost $26.20 Unrealized -4.6%
VOO Vanguard S&P 500 Etf 0.0%
Value ($000) $125 Shares 609 Est. Cost $200.15 Unrealized
WMB Williams Cos Inc 0.0%
Value ($000) $124 Shares 3,975 Est. Cost $12.06 Unrealized +53.8%
COP Conoco Phillips 0.0%
Value ($000) $114 Shares 2,264 Est. Cost $32.79 Unrealized +6.0%
Marathon Oil Corp 0.0%
Value ($000) $104 Shares 6,000 Est. Cost $15.44 Unrealized
MDLZ Mondelez Intl Inc Com 0.0%
Value ($000) $103 Shares 2,325 Est. Cost $34.83 Unrealized -0.3%
WM Waste Management Inc. Del 0.0%
Value ($000) $87 Shares 1,226 Est. Cost $50.79 Unrealized +11.8%
AMAT Applied Materials Inc 0.0%
Value ($000) $84 Shares 2,600 Est. Cost $27.48 Unrealized 0.0%
GIS General Mills Inc 0.0%
Value ($000) $83 Shares 1,350 Est. Cost $45.45 Unrealized -1.3%
META Facebook Inc Cl A 0.0%
Value ($000) $81 Shares 700 Est. Cost $114.43 Unrealized +6.6%
SDY Spdr Ser Tr S&P Divid Etf 0.0%
Value ($000) $79 Shares 925 Est. Cost $83.59 Unrealized
Energy Transfer Partners 0.0%
Value ($000) $69 Shares 1,925 Est. Cost $37.47 Unrealized
GOOGL Alphabet Inc Cl A 0.0%
Value ($000) $67 Shares 85 Est. Cost $39.68 Unrealized 0.0%
GOOG Alphabet Inc Class C 0.0%
Value ($000) $66 Shares 85 Est. Cost $38.66 Unrealized 0.0%
IVV Ishares Core S&P 500 Etf 0.0%
Value ($000) $58 Shares 260 Est. Cost $211.54 Unrealized
XLF Financial Sector Index 0.0%
Value ($000) $56 Shares 2,420 Est. Cost $21.43 Unrealized
Williams Partners LP 0.0%
Value ($000) $55 Shares 1,450 Est. Cost $37.93 Unrealized
TEVA Teva Pharm Inds Ltd Adrf 0.0%
Value ($000) $49 Shares 1,365 Est. Cost $50.23 Unrealized
CL Colgate-Palmolive Co 0.0%
Value ($000) $46 Shares 700 Est. Cost $56.89 Unrealized -2.7%
Apache Corp 0.0%
Value ($000) $44 Shares 700 Est. Cost $62.86 Unrealized
XRT Spdr S&P Retail Etf 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $43.80 Unrealized
IHE Ishares Tr Dow Jonesus Pharmac 0.0%
Value ($000) $42 Shares 300 Est. Cost $143.33 Unrealized
XLY Select Sector Spdr Tr Consumer 0.0%
Value ($000) $41 Shares 500 Est. Cost $78.00 Unrealized
Monsanto Co 0.0%
Value ($000) $39 Shares 374 Est. Cost $103.90 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $36 Shares 720 Est. Cost $38.66 Unrealized +17.5%
COST Costco Wholesale Corp 0.0%
Value ($000) $34 Shares 211 Est. Cost $128.13 Unrealized +1.3%
Express Scripts Inc Com Former 0.0%
Value ($000) $34 Shares 492 Est. Cost $69.11 Unrealized
CMCSA Comcast Corp New Cl A 0.0%
Value ($000) $31 Shares 446 Est. Cost $25.45 Unrealized +5.4%
MPC Marathon Pete Corp 0.0%
Value ($000) $30 Shares 600 Est. Cost $27.21 Unrealized +25.8%
PSA Public Storage Inc. 0.0%
Value ($000) $28 Shares 126 Est. Cost $174.22 Unrealized -15.7%
IBB Ishares Nasdaq Biotechnology E 0.0%
Value ($000) $27 Shares 100 Est. Cost $270.00 Unrealized
Allergan Plc 0.0%
Value ($000) $26 Shares 122 Est. Cost $213.11 Unrealized
Western Gas Partners L P 0.0%
Value ($000) $26 Shares 450 Est. Cost $50.62 Unrealized
Alps Etf Tr Alerian Mlp Etf 0.0%
Value ($000) $25 Shares 2,000 Est. Cost $12.50 Unrealized
XLV Select Sector Health Care 0.0%
Value ($000) $24 Shares 350 Est. Cost $71.43 Unrealized
CC Chemours Company 0.0%
Value ($000) $21 Shares 970 Est. Cost $6.48 Unrealized +131.5%
ET Energy Transfer Equity 0.0%
Value ($000) $21 Shares 1,100 Est. Cost $15.21 Unrealized
ALL Allstate Corporation 0.0%
Value ($000) $21 Shares 283 Est. Cost $57.46 Unrealized 0.0%
XLP Spdr Fund Consumer 0.0%
Value ($000) $21 Shares 400 Est. Cost $52.50 Unrealized
IYE Ishares US Energy Etf 0.0%
Value ($000) $20 Shares 485 Est. Cost $39.69 Unrealized
Gabelli Divid & Income Tr 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $19.00 Unrealized
XLI Industrial Sector Index 0.0%
Value ($000) $19 Shares 300 Est. Cost $61.11 Unrealized
HIG Hartford Financial Services 0.0%
Value ($000) $18 Shares 368 Est. Cost $36.26 Unrealized +3.8%
SPDR S&P Oil & Gas Exploration 0.0%
Value ($000) $17 Shares 400 Est. Cost $35.00 Unrealized
VTV Vanguard Value Etf 0.0%
Value ($000) $16 Shares 172 Est. Cost $93.02 Unrealized
PCLN 0.0%
Value ($000) $15 Shares 10 Est. Cost $1500.00 Unrealized
VONG Vanguard Scottsdale Fds Vangua 0.0%
Value ($000) $15 Shares 135 Est. Cost $103.70 Unrealized
Istar Financial Inc 0.0%
Value ($000) $14 Shares 1,145 Est. Cost $9.61 Unrealized
VTI Vanguard Index Fds Vanguard To 0.0%
Value ($000) $13 Shares 110 Est. Cost $118.18 Unrealized
Ishares Gold TRUST Ishares Isi 0.0%
Value ($000) $13 Shares 1,150 Est. Cost $13.04 Unrealized
F Ford Motor Co Del 0.0%
Value ($000) $11 Shares 923 Est. Cost $7.85 Unrealized -4.8%
VEA Vanguard Ftse Developed 0.0%
Value ($000) $11 Shares 309 Est. Cost $35.60 Unrealized
VUG Vanguard Growth Etf 0.0%
Value ($000) $10 Shares 90 Est. Cost $111.11 Unrealized
MA Mastercard Inc Cl A 0.0%
Value ($000) $10 Shares 100 Est. Cost $90.26 Unrealized +8.9%
CLX Clorox Company 0.0%
Value ($000) $10 Shares 80 Est. Cost $98.68 Unrealized -7.9%
Du Ponte E I De Nemours Co 0.0%
Value ($000) $10 Shares 130 Est. Cost $65.05 Unrealized
Hanesbrands Inc Com 0.0%
Value ($000) $9 Shares 403 Est. Cost $22.33 Unrealized
VB Vanguard Small Cap 0.0%
Value ($000) $9 Shares 67 Est. Cost $134.33 Unrealized
HAL Halliburton Co Hldg Co 0.0%
Value ($000) $8 Shares 150 Est. Cost $34.14 Unrealized +22.2%
VBR Vanguard Small Cap Value 0.0%
Value ($000) $8 Shares 70 Est. Cost $100.00 Unrealized
VO Vanguard Index Fds Vanguard Mi 0.0%
Value ($000) $8 Shares 63 Est. Cost $126.98 Unrealized
VHT Vanguard Health Care 0.0%
Value ($000) $8 Shares 65 Est. Cost $123.08 Unrealized
Harris Corp Del 0.0%
Value ($000) $8 Shares 74 Est. Cost $81.08 Unrealized
Anadarko Pete Corp 0.0%
Value ($000) $8 Shares 119 Est. Cost $67.23 Unrealized
Buckeye Partners L Punit Ltd P 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
PBA Pembina Pipeline Corp Com Isin 0.0%
Value ($000) $7 Shares 212 Est. Cost $17.60 Unrealized +6.1%
CBS Corp New Cl B 0.0%
Value ($000) $7 Shares 108 Est. Cost $55.56 Unrealized
Etfs Silver Tr Silver Shs 0.0%
Value ($000) $6 Shares 400 Est. Cost $17.50 Unrealized
Broadcom Limited Com Npv 0.0%
Value ($000) $6 Shares 34 Est. Cost $176.47 Unrealized
MTB M & T Bank Corp 0.0%
Value ($000) $6 Shares 36 Est. Cost $88.17 Unrealized +18.0%
SIEGY Siemens A G Adr 0.0%
Value ($000) $6 Shares 50 Est. Cost $120.00 Unrealized
BIIB Biogen Idec Inc 0.0%
Value ($000) $5 Shares 16 Est. Cost $296.43 Unrealized 0.0%
L-3 Communications Corp 0.0%
Value ($000) $5 Shares 32 Est. Cost $156.25 Unrealized
Tyco Electronics Ltdshs When I 0.0%
Value ($000) $5 Shares 66 Est. Cost $75.76 Unrealized
HPE Hewlett Packard Ente 0.0%
Value ($000) $5 Shares 200 Est. Cost $7.76 Unrealized +31.9%
Bed Bath Beyond Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $4 Shares 54 Est. Cost $73.63 Unrealized 0.0%
Seagate Technology Isin #kyg7 0.0%
Value ($000) $4 Shares 102 Est. Cost $39.22 Unrealized
XLRE Real Estate Select Sctr 0.0%
Value ($000) $4 Shares 139 Est. Cost $35.97 Unrealized
Viacom Inc Non Vtg Cl B 0.0%
Value ($000) $4 Shares 108 Est. Cost $37.04 Unrealized
WDC Western Digital Corp Del 0.0%
Value ($000) $3 Shares 46 Est. Cost $40.87 Unrealized 0.0%
NSRGY Nestle S A 0.0%
Value ($000) $3 Shares 35 Est. Cost $85.71 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $3 Shares 42 Est. Cost $61.29 Unrealized +11.5%
Time Warner 0.0%
Value ($000) $3 Shares 36 Est. Cost $83.33 Unrealized
Johnson Controls 0.0%
Value ($000) $3 Shares 66 Est. Cost $45.45 Unrealized
MGV Vanguard Mega Cap Value 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
UEEC United Health Prdt 0.0%
Value ($000) $3 Shares 32,000 Est. Cost $0.09 Unrealized 0.0%
IONS Ionis Pharmaceuticals Inc Com 0.0%
Value ($000) $3 Shares 64 Est. Cost $39.57 Unrealized 0.0%
IP Intl Paper Co 0.0%
Value ($000) $3 Shares 57 Est. Cost $31.25 Unrealized 0.0%
HPQ Hewlett-Packard Company 0.0%
Value ($000) $3 Shares 200 Est. Cost $9.06 Unrealized +23.8%
Twitter Inc Com Usd0.000005 0.0%
Value ($000) $3 Shares 193 Est. Cost $15.54 Unrealized
Weatherford International 0.0%
Value ($000) $3 Shares 648 Est. Cost $4.63 Unrealized
XLU Sector Spdr Util Select 0.0%
Value ($000) $3 Shares 65 Est. Cost $46.15 Unrealized
BK Bank of New York Mellon Corp 0.0%
Value ($000) $3 Shares 65 Est. Cost $35.50 Unrealized 0.0%
XTL Spdr S&P Telecom Etf 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
Citrix Systems 0.0%
Value ($000) $3 Shares 31 Est. Cost $96.77 Unrealized
ABCP Ambase Corp. 0.0%
Value ($000) $2 Shares 1,600 Est. Cost $0.92 Unrealized 0.0%
VRTX Vertex Pharmaceutclsinc 0.0%
Value ($000) $2 Shares 32 Est. Cost $81.37 Unrealized 0.0%
FCX Freeport Mcmorn Cp&Gld B 0.0%
Value ($000) $2 Shares 171 Est. Cost $11.60 Unrealized 0.0%
ZTS Zoetis Inc Com Usd0.01 Cl A 0.0%
Value ($000) $2 Shares 31 Est. Cost $47.37 Unrealized 0.0%
BUD Anheuser Busch Co Inc 0.0%
Value ($000) $2 Shares 21 Est. Cost $95.24 Unrealized
AMT American Tower Corp 0.0%
Value ($000) $2 Shares 19 Est. Cost $86.33 Unrealized 0.0%
FLR Fluor Corp New 0.0%
Value ($000) $2 Shares 39 Est. Cost $48.02 Unrealized 0.0%
A Agilent Technologies Inc 0.0%
Value ($000) $2 Shares 38 Est. Cost $40.01 Unrealized +5.7%
Textainer Group Hldgs 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.67 Unrealized
PPG PPG Industries 0.0%
Value ($000) $2 Shares 23 Est. Cost $80.65 Unrealized 0.0%
SAN Banco Santander Sa Adr Each 1 0.0%
Value ($000) $2 Shares 440 Est. Cost $4.60 Unrealized
WY Weyerhaeuser Co 0.0%
Value ($000) $2 Shares 82 Est. Cost $21.68 Unrealized 0.0%
KMB Kimberly Clark Corp 0.0%
Value ($000) $2 Shares 18 Est. Cost $84.54 Unrealized 0.0%
KO Coca Cola Company 0.0%
Value ($000) $2 Shares 53 Est. Cost $31.21 Unrealized 0.0%
TXN Texas Instruments Inc. 0.0%
Value ($000) $2 Shares 33 Est. Cost $55.48 Unrealized 0.0%
SYY Sysco Corp 0.0%
Value ($000) $2 Shares 45 Est. Cost $40.96 Unrealized 0.0%
Spectra Energy Corp 0.0%
Value ($000) $2 Shares 57 Est. Cost $36.61 Unrealized
Raytheon 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $2 Shares 13 Est. Cost $105.98 Unrealized 0.0%
NUE Nucor Corp 0.0%
Value ($000) $2 Shares 41 Est. Cost $45.63 Unrealized 0.0%
PNR Pentair Plc Shs 0.0%
Value ($000) $2 Shares 38 Est. Cost $33.79 Unrealized 0.0%
Liberty Interactive Corp Qvc G 0.0%
Value ($000) $1 Shares 69 Est. Cost $14.49 Unrealized
Vivus Inc 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.00 Unrealized
VVX Vectrus Inc 0.0%
Value ($000) $1 Shares 40 Est. Cost $23.97 Unrealized -15.2%
Nuance Commun Inc 0.0%
Value ($000) $1 Shares 66 Est. Cost $15.15 Unrealized
Frontier Communications 0.0%
Value ($000) $1 Shares 364 Est. Cost $2.75 Unrealized
KEYS Keysight Technologies 0.0%
Value ($000) $1 Shares 19 Est. Cost $28.30 Unrealized +21.8%
DLB Dolby Laboratories Inc Cl A 0.0%
Value ($000) $1 Shares 23 Est. Cost $42.59 Unrealized 0.0%
Discovery Hldg Co Com Ser A 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
MCD Mc Donalds Corp 0.0%
Value ($000) $1 Shares 11 Est. Cost $94.30 Unrealized 0.0%
California Res Corp Com Isin # 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.04 Unrealized
National Oilwell Varco Inc 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
Liberty Media Corp Delaware Co 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
XLB Materials Sector Index 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
Cree Inc 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.64 Unrealized
DNOW Now Inc 0.0%
Value ($000) $1 Shares 36 Est. Cost $21.20 Unrealized 0.0%
AMCX Amc Networks Inc Cl A 0.0%
Value ($000) $1 Shares 16 Est. Cost $51.90 Unrealized 0.0%
SVA Sinovac Biotech Ltd 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.01 Unrealized 0.0%
NEE Nextera Energy Inc Com 0.0%
Value ($000) $1 Shares 11 Est. Cost $23.72 Unrealized 0.0%
MDT Medtronic 0.0%
Value ($000) $1 Shares 20 Est. Cost $62.35 Unrealized 0.0%
NVCR Novocure Ltd 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.04 Unrealized 0.0%
Gabelli Global Small & Mid Cap 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
Amarin Corp Plc 0.0%
Value ($000) $1 Shares 450 Est. Cost $2.22 Unrealized