HM PAYSON & CO Diversified Active

CIK: 0000928052 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 19, 2016

Total Value ($000): $1,923,521 (100.0% shares, 0.0% debt)

Holdings (334)

XOM EXXON MOBIL CORP 4.1%
Value ($000) $79,415 Shares 950,054 Est. Cost $53.64 Unrealized -3.1%
JNJ JOHNSON AND JOHNSON 3.4%
Value ($000) $65,587 Shares 606,167 Est. Cost $60.41 Unrealized +30.4%
AAPL APPLE INC 2.9%
Value ($000) $54,878 Shares 503,513 Est. Cost $18.65 Unrealized +20.9%
MSFT MICROSOFT CORP 2.8%
Value ($000) $53,424 Shares 967,308 Est. Cost $27.32 Unrealized +68.6%
MCD MCDONALDS CORP 2.5%
Value ($000) $48,874 Shares 388,876 Est. Cost $71.69 Unrealized +31.1%
PG PROCTER & GAMBLE CO 2.3%
Value ($000) $44,626 Shares 542,168 Est. Cost $55.22 Unrealized +11.6%
IGSB ISHARES 1-3 YEAR CREDIT BOND 2.2%
Value ($000) $42,267 Shares 400,939 Est. Cost $105.04 Unrealized
INTC INTEL CORP 2.1%
Value ($000) $41,026 Shares 1,268,206 Est. Cost $17.52 Unrealized +39.2%
PFE PFIZER INC 2.1%
Value ($000) $40,899 Shares 1,379,852 Est. Cost $16.94 Unrealized +10.3%
UNITED TECHNOLOGIES CORP 2.1%
Value ($000) $40,532 Shares 404,913 Est. Cost $93.94 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 2.1%
Value ($000) $40,009 Shares 264,175 Est. Cost $114.60 Unrealized -26.6%
VEA VANGUARD FTSE DEVELOPED MARKETS 2.0%
Value ($000) $38,206 Shares 1,064,819 Est. Cost $36.20 Unrealized
TJX TJX COS INC NEW 1.8%
Value ($000) $35,492 Shares 452,993 Est. Cost $21.51 Unrealized +46.9%
PEP PEPSICO INC 1.8%
Value ($000) $34,764 Shares 339,230 Est. Cost $56.15 Unrealized +30.5%
GENERAL ELECTRIC CO 1.7%
Value ($000) $33,237 Shares 1,045,498 Est. Cost $24.15 Unrealized
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $32,898 Shares 555,529 Est. Cost $38.68 Unrealized +16.0%
ABT ABBOTT LABORATORIES 1.7%
Value ($000) $32,471 Shares 776,244 Est. Cost $29.17 Unrealized +13.1%
BRK/B BERKSHIRE HATHAWAY INC 1.7%
Value ($000) $32,250 Shares 227,310 Est. Cost $113.23 Unrealized +17.1%
GD GENERAL DYNAMICS CORP 1.6%
Value ($000) $31,493 Shares 239,726 Est. Cost $56.44 Unrealized +89.2%
WFC WELLS FARGO & COMPANY 1.6%
Value ($000) $31,074 Shares 642,562 Est. Cost $28.54 Unrealized +30.0%
DEO DIAGEO PLC 1.4%
Value ($000) $27,589 Shares 255,760 Est. Cost $114.11 Unrealized
AFL AFLAC INC 1.4%
Value ($000) $26,571 Shares 420,824 Est. Cost $20.87 Unrealized +13.0%
ORCL ORACLE CORP 1.4%
Value ($000) $25,974 Shares 634,920 Est. Cost $30.34 Unrealized +5.3%
CMI CUMMINS INC 1.2%
Value ($000) $22,766 Shares 207,082 Est. Cost $86.33 Unrealized -14.1%
MMM 3M CO 1.2%
Value ($000) $22,454 Shares 134,749 Est. Cost $61.26 Unrealized +51.4%
GILD GILEAD SCIENCES INC 1.1%
Value ($000) $21,515 Shares 234,207 Est. Cost $71.15 Unrealized -10.8%
HARRIS CORPORATION 1.1%
Value ($000) $20,709 Shares 265,977 Est. Cost $49.25 Unrealized
VIG VANGUARD DIVIDEND APPREC IDX ETF 1.1%
Value ($000) $20,556 Shares 252,994 Est. Cost $75.18 Unrealized
CVX CHEVRON CORP 1.1%
Value ($000) $20,285 Shares 212,627 Est. Cost $71.53 Unrealized -19.7%
WMT WAL-MART STORES 1.0%
Value ($000) $19,870 Shares 290,118 Est. Cost $19.92 Unrealized -8.1%
PII POLARIS INDUSTRIES INC 1.0%
Value ($000) $18,689 Shares 189,771 Est. Cost $97.80 Unrealized -11.3%
MRK MERCK & CO INC 0.9%
Value ($000) $18,263 Shares 345,154 Est. Cost $31.32 Unrealized +15.0%
GOOGL ALPHABET INC 0.9%
Value ($000) $18,084 Shares 23,704 Est. Cost $36.73 Unrealized -0.5%
VWO VANGUARD EMERGING MARKETS STOCK 0.9%
Value ($000) $17,718 Shares 512,364 Est. Cost $39.08 Unrealized
GOOG ALPHABET INC 0.9%
Value ($000) $17,633 Shares 23,670 Est. Cost $35.59 Unrealized -0.1%
DHR DANAHER CORP 0.9%
Value ($000) $17,554 Shares 185,052 Est. Cost $31.43 Unrealized +16.0%
SPY SPDR S&P 500 (MKT) 0.9%
Value ($000) $17,513 Shares 85,210 Est. Cost $181.00 Unrealized
TWENTY FIRST CENTURY FOX INC 0.9%
Value ($000) $17,375 Shares 616,136 Est. Cost $28.27 Unrealized
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $17,334 Shares 608,844 Est. Cost $17.84 Unrealized +6.2%
VFC VF CORPORATION 0.9%
Value ($000) $17,241 Shares 266,232 Est. Cost $49.65 Unrealized +17.0%
AIG AMERICAN INTERNATIONAL GROUP INC 0.9%
Value ($000) $16,843 Shares 311,610 Est. Cost $35.27 Unrealized +19.4%
V VISA INC 0.9%
Value ($000) $16,364 Shares 213,955 Est. Cost $57.60 Unrealized +17.7%
QCOM QUALCOMM INC 0.8%
Value ($000) $16,268 Shares 318,123 Est. Cost $46.57 Unrealized -20.7%
ABBV ABBVIE INC 0.8%
Value ($000) $16,169 Shares 283,071 Est. Cost $27.31 Unrealized +35.9%
DISCOVER FINANCIAL SERVICES 0.8%
Value ($000) $15,041 Shares 295,390 Est. Cost $53.11 Unrealized
SJNK SPDR BARCAP ST HIGH YIELD BOND 0.7%
Value ($000) $13,675 Shares 529,624 Est. Cost $29.70 Unrealized
MA MASTERCARD INC 0.7%
Value ($000) $13,615 Shares 144,074 Est. Cost $71.80 Unrealized +16.2%
CL COLGATE-PALMOLIVE CO 0.7%
Value ($000) $13,102 Shares 185,452 Est. Cost $44.54 Unrealized +18.7%
SLB SCHLUMBERGER LIMITED 0.7%
Value ($000) $12,621 Shares 171,125 Est. Cost $56.16 Unrealized -5.4%
OXY OCCIDENTAL PETROLEUM CORP 0.7%
Value ($000) $12,577 Shares 183,798 Est. Cost $60.97 Unrealized -17.4%
BDX BECTON DICKINSON & CO 0.6%
Value ($000) $12,134 Shares 79,925 Est. Cost $78.11 Unrealized +56.5%
JOHNSON CONTROLS INC 0.6%
Value ($000) $11,791 Shares 302,567 Est. Cost $39.13 Unrealized
HAS HASBRO INC 0.6%
Value ($000) $11,012 Shares 137,489 Est. Cost $30.22 Unrealized +77.0%
CSX CSX CORP 0.5%
Value ($000) $10,548 Shares 409,635 Est. Cost $6.83 Unrealized +2.7%
HD HOME DEPOT INC 0.5%
Value ($000) $10,445 Shares 78,278 Est. Cost $56.05 Unrealized +75.5%
TYL TYLER TECHNOLOGIES INC 0.5%
Value ($000) $10,436 Shares 81,146 Est. Cost $64.83 Unrealized +114.4%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $10,177 Shares 165,746 Est. Cost $69.14 Unrealized -27.0%
KO COCA COLA CO 0.5%
Value ($000) $9,703 Shares 209,166 Est. Cost $27.81 Unrealized +14.5%
PM PHILIP MORRIS INTERNATIONAL INC 0.5%
Value ($000) $8,734 Shares 89,017 Est. Cost $49.85 Unrealized +12.1%
T AT&T INC 0.4%
Value ($000) $8,162 Shares 208,363 Est. Cost $11.90 Unrealized +16.3%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $8,036 Shares 200,306 Est. Cost $23.16 Unrealized +40.0%
VYM VANGUARD HIGH DIVIDEND YIELD 0.4%
Value ($000) $7,753 Shares 112,297 Est. Cost $56.78 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $7,490 Shares 86,501 Est. Cost $46.72 Unrealized +19.9%
BRK/A BERKSHIRE HATHAWAY INC 0.4%
Value ($000) $7,471 Shares 35 Est. Cost $165023.42 Unrealized +20.9%
IGIB ISHARES INTERMEDIATE CREDIT BD 0.4%
Value ($000) $7,451 Shares 67,926 Est. Cost $107.94 Unrealized
FLIR SYSTEMS INC 0.4%
Value ($000) $7,420 Shares 225,173 Est. Cost $27.99 Unrealized
THO THOR INDUSTRIES INC 0.4%
Value ($000) $7,077 Shares 110,974 Est. Cost $45.06 Unrealized 0.0%
MCO MOODYS CORP 0.4%
Value ($000) $6,898 Shares 71,437 Est. Cost $53.10 Unrealized +53.6%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $6,638 Shares 490,987 Est. Cost $10.40 Unrealized +4.3%
COP CONOCOPHILLIPS 0.3%
Value ($000) $6,563 Shares 162,974 Est. Cost $39.96 Unrealized -29.7%
SHY ISHARES 1-3 YEAR TREASURY BOND 0.3%
Value ($000) $6,198 Shares 72,895 Est. Cost $84.52 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $6,108 Shares 95,622 Est. Cost $29.61 Unrealized +51.3%
SPIRIT AEROSYSTEMS HLDS INC CL A 0.3%
Value ($000) $6,002 Shares 132,305 Est. Cost $21.84 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $5,687 Shares 105,156 Est. Cost $26.24 Unrealized +14.5%
TRV TRAVELERS COMPANIES INC 0.3%
Value ($000) $5,466 Shares 46,839 Est. Cost $63.44 Unrealized +38.4%
OEF ISHARES S&P 100 (MKT) 0.3%
Value ($000) $5,374 Shares 58,817 Est. Cost $90.96 Unrealized
D DOMINION RESOURCES INC VA 0.3%
Value ($000) $5,365 Shares 71,423 Est. Cost $34.53 Unrealized +33.5%
MO ALTRIA GROUP INC 0.3%
Value ($000) $5,304 Shares 84,655 Est. Cost $16.28 Unrealized +90.9%
DU PONT E I DE NEMOURS & CO 0.3%
Value ($000) $5,285 Shares 83,478 Est. Cost $52.50 Unrealized
NKE NIKE INC 0.3%
Value ($000) $5,172 Shares 84,140 Est. Cost $41.61 Unrealized +27.8%
PH PARKER HANNIFIN CORPORATION 0.3%
Value ($000) $5,088 Shares 45,811 Est. Cost $76.18 Unrealized +12.8%
AQUA AMERICA INC 0.3%
Value ($000) $4,981 Shares 156,527 Est. Cost $30.06 Unrealized
TIP ISHARES TIPS BOND (MKT) 0.3%
Value ($000) $4,960 Shares 43,262 Est. Cost $112.17 Unrealized
BAXALTA INC 0.2%
Value ($000) $4,742 Shares 117,385 Est. Cost $31.51 Unrealized
VOD VODAFONE GROUP PLC 0.2%
Value ($000) $4,662 Shares 145,460 Est. Cost $36.27 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH 0.2%
Value ($000) $4,590 Shares 49,809 Est. Cost $91.94 Unrealized
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $4,490 Shares 82,568 Est. Cost $39.89 Unrealized -6.3%
DIS DISNEY WALT CO 0.2%
Value ($000) $4,476 Shares 45,069 Est. Cost $77.71 Unrealized +14.5%
DISCOVERY COMMUNICATIONS INC 0.2%
Value ($000) $4,381 Shares 153,047 Est. Cost $30.74 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $4,099 Shares 45,692 Est. Cost $47.58 Unrealized +42.3%
PPL PPL CORPORATION 0.2%
Value ($000) $4,071 Shares 106,940 Est. Cost $16.40 Unrealized +39.6%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $4,068 Shares 28,236 Est. Cost $62.41 Unrealized +51.8%
BP BP PLC 0.2%
Value ($000) $4,057 Shares 134,435 Est. Cost $41.84 Unrealized
MPC MARATHON PETE CORP 0.2%
Value ($000) $3,958 Shares 106,451 Est. Cost $31.14 Unrealized -10.5%
MCGRAW-HILL FINANCIAL, INC 0.2%
Value ($000) $3,942 Shares 39,834 Est. Cost $53.20 Unrealized
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $3,925 Shares 68,363 Est. Cost $25.31 Unrealized +60.1%
TEVA TEVA PHARMACEUTICAL INDUSTRIES 0.2%
Value ($000) $3,898 Shares 72,855 Est. Cost $39.61 Unrealized
SO SOUTHERN COMPANY 0.2%
Value ($000) $3,817 Shares 73,797 Est. Cost $26.77 Unrealized +20.3%
TAP MOLSON COORS BREWING CO 0.2%
Value ($000) $3,737 Shares 38,857 Est. Cost $37.25 Unrealized +87.5%
CVS CVS HEALTH CORPORATION 0.2%
Value ($000) $3,588 Shares 34,594 Est. Cost $43.05 Unrealized +68.2%
SNY SANOFI 0.2%
Value ($000) $3,564 Shares 88,766 Est. Cost $51.77 Unrealized
BAX BAXTER INTERNATIONAL INC 0.2%
Value ($000) $3,327 Shares 80,989 Est. Cost $30.91 Unrealized +5.1%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $3,303 Shares 39,209 Est. Cost $76.19 Unrealized
VNQ VANGUARD REIT INDEX ETF (MKT) 0.2%
Value ($000) $3,249 Shares 38,778 Est. Cost $74.83 Unrealized
RAYTHEON COMPANY 0.2%
Value ($000) $3,244 Shares 26,458 Est. Cost $82.24 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $3,182 Shares 26,883 Est. Cost $14.59 Unrealized +49.4%
BSV VANGUARD SHORT-TERM BOND ETF 0.2%
Value ($000) $3,036 Shares 37,655 Est. Cost $80.08 Unrealized
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $2,990 Shares 29,197 Est. Cost $50.37 Unrealized +45.4%
ABEV AMBEV SA SPONSORED 0.2%
Value ($000) $2,964 Shares 572,119 Est. Cost $6.10 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $2,927 Shares 62,630 Est. Cost $28.25 Unrealized +18.1%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $2,921 Shares 36,725 Est. Cost $66.31 Unrealized -6.5%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $2,907 Shares 21,610 Est. Cost $64.71 Unrealized +43.4%
PRAXAIR INC 0.1%
Value ($000) $2,864 Shares 25,026 Est. Cost $115.18 Unrealized
UNILEVER PLC 0.1%
Value ($000) $2,843 Shares 62,923 Est. Cost $43.89 Unrealized
TFX TELEFLEX INC 0.1%
Value ($000) $2,680 Shares 17,069 Est. Cost $73.66 Unrealized +78.4%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $2,648 Shares 33,705 Est. Cost $47.82 Unrealized +1.0%
BOH BANK HAWAII CORP 0.1%
Value ($000) $2,626 Shares 38,460 Est. Cost $31.53 Unrealized +39.3%
SHM SPDR NUVEEN BARCLAYS SHORT TERM 0.1%
Value ($000) $2,570 Shares 52,655 Est. Cost $48.81 Unrealized
DUN & BRADSTREET CORP 0.1%
Value ($000) $2,563 Shares 24,865 Est. Cost $97.44 Unrealized
STT STATE STREET CORPORATION 0.1%
Value ($000) $2,505 Shares 42,812 Est. Cost $44.60 Unrealized -4.4%
EEM ISHARES MSCI EMERGING MARKETS 0.1%
Value ($000) $2,404 Shares 70,193 Est. Cost $38.70 Unrealized
BIDU BAIDU INC 0.1%
Value ($000) $2,372 Shares 12,425 Est. Cost $94.60 Unrealized
WMB WILLIAMS COMPANIES INC 0.1%
Value ($000) $2,245 Shares 139,730 Est. Cost $21.14 Unrealized -53.1%
LLY ELI LILLY & CO 0.1%
Value ($000) $2,241 Shares 31,122 Est. Cost $43.57 Unrealized +46.8%
IEI ISHARES 3-7 YEAR TREASURY BOND 0.1%
Value ($000) $2,198 Shares 17,452 Est. Cost $121.95 Unrealized
IWM ISHARES RUSSELL 2000 (MKT) 0.1%
Value ($000) $2,176 Shares 19,667 Est. Cost $101.93 Unrealized
BB&T CORP 0.1%
Value ($000) $2,092 Shares 62,880 Est. Cost $33.88 Unrealized
ST JUDE MEDICAL INC 0.1%
Value ($000) $2,053 Shares 37,322 Est. Cost $45.63 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,983 Shares 8,953 Est. Cost $73.01 Unrealized +126.3%
WLY WILEY JOHN & SONS INC 0.1%
Value ($000) $1,983 Shares 40,564 Est. Cost $27.71 Unrealized +16.6%
SPIB SPDR SERIES TRUST 0.1%
Value ($000) $1,930 Shares 56,318 Est. Cost $34.27 Unrealized
DVY ISHARES SELECT DIVIDEND (MKT) 0.1%
Value ($000) $1,882 Shares 23,048 Est. Cost $71.82 Unrealized
IDXX IDEXX LABORATORIES INC 0.1%
Value ($000) $1,862 Shares 23,776 Est. Cost $57.76 Unrealized +24.7%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $1,825 Shares 22,617 Est. Cost $42.11 Unrealized +19.9%
GUGGENHEIM S&P 500R EQUAL WEIGHT 0.1%
Value ($000) $1,819 Shares 23,160 Est. Cost $61.72 Unrealized
DOW CHEMICAL CO 0.1%
Value ($000) $1,785 Shares 35,100 Est. Cost $35.04 Unrealized
DRIL-QUIP INC 0.1%
Value ($000) $1,774 Shares 29,288 Est. Cost $59.23 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $1,703 Shares 26,878 Est. Cost $32.38 Unrealized +27.2%
MBB ISHARES MBS (MKT) 0.1%
Value ($000) $1,697 Shares 15,498 Est. Cost $106.61 Unrealized
AGZ ISHARES AGENCY BOND (MKT) 0.1%
Value ($000) $1,626 Shares 14,156 Est. Cost $112.08 Unrealized
EMN EASTMAN CHEMICAL CO 0.1%
Value ($000) $1,607 Shares 22,246 Est. Cost $47.81 Unrealized -0.8%
MD MEDNAX INC 0.1%
Value ($000) $1,551 Shares 24,000 Est. Cost $49.21 Unrealized +34.8%
IEF ISHARES 7-10 YEAR TREASURY BOND 0.1%
Value ($000) $1,550 Shares 14,046 Est. Cost $104.07 Unrealized
FNLC FIRST BANCORP INC 0.1%
Value ($000) $1,545 Shares 79,204 Est. Cost $11.77 Unrealized 0.0%
HCP INC 0.1%
Value ($000) $1,544 Shares 47,403 Est. Cost $45.44 Unrealized
UNILEVER N V 0.1%
Value ($000) $1,538 Shares 34,427 Est. Cost $41.05 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $1,509 Shares 5,302 Est. Cost $53.48 Unrealized +49.3%
CAC CAMDEN NATIONAL CORPORATION 0.1%
Value ($000) $1,485 Shares 35,350 Est. Cost $16.96 Unrealized +11.6%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,444 Shares 17,346 Est. Cost $61.58 Unrealized -0.1%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $1,443 Shares 2,400 Est. Cost $55.09 Unrealized +12.5%
VARIAN MEDICAL SYSTEMS INC 0.1%
Value ($000) $1,433 Shares 17,904 Est. Cost $67.81 Unrealized
AETNA INC 0.1%
Value ($000) $1,429 Shares 12,718 Est. Cost $69.43 Unrealized
WIT WIPRO LIMITED 0.1%
Value ($000) $1,393 Shares 110,718 Est. Cost $7.28 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $1,390 Shares 18,157 Est. Cost $63.00 Unrealized -15.8%
TFI SPDR NUVEEN BARCLAYS MUNICIPAL 0.1%
Value ($000) $1,299 Shares 26,334 Est. Cost $49.33 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $1,255 Shares 18,929 Est. Cost $31.62 Unrealized +51.3%
IVW ISHARES S&P 500 GROWTH (MKT) 0.1%
Value ($000) $1,250 Shares 10,788 Est. Cost $86.94 Unrealized
ANADARKO PETROLEUM CORP 0.1%
Value ($000) $1,225 Shares 26,323 Est. Cost $83.95 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $1,224 Shares 20,379 Est. Cost $33.96 Unrealized +19.9%
TGT TARGET CORP 0.1%
Value ($000) $1,200 Shares 14,589 Est. Cost $49.13 Unrealized +14.8%
BANK OF THE OZARKS INC 0.1%
Value ($000) $1,146 Shares 27,300 Est. Cost $38.39 Unrealized
XLU UTILITIES SELECT SECTOR SPDRR 0.1%
Value ($000) $1,130 Shares 22,772 Est. Cost $43.33 Unrealized
AGCO AGCO CORP DE 0.1%
Value ($000) $1,125 Shares 22,626 Est. Cost $42.89 Unrealized -10.0%
BHB BAR HARBOR BANKSHARES 0.1%
Value ($000) $1,117 Shares 33,611 Est. Cost $14.59 Unrealized +4.1%
BIV VANGUARD INTERMEDIATE-TERM BOND 0.1%
Value ($000) $1,115 Shares 12,921 Est. Cost $83.87 Unrealized
WHR WHIRLPOOL CORPORATION 0.1%
Value ($000) $1,114 Shares 6,176 Est. Cost $121.27 Unrealized +22.9%
CMCSA COMCAST CORP 0.1%
Value ($000) $1,045 Shares 17,108 Est. Cost $16.50 Unrealized +37.9%
ALL ALLSTATE CORP 0.1%
Value ($000) $1,033 Shares 15,333 Est. Cost $37.28 Unrealized +35.5%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $1,030 Shares 14,867 Est. Cost $47.00 Unrealized +17.8%
XYL XYLEM INC 0.1%
Value ($000) $1,024 Shares 25,043 Est. Cost $23.95 Unrealized +36.3%
EXPRESS SCRIPTS HLDGS CO 0.1%
Value ($000) $1,010 Shares 14,703 Est. Cost $72.26 Unrealized
SCHW SCHWAB CHARLES CORPORATION 0.1%
Value ($000) $984 Shares 35,108 Est. Cost $15.92 Unrealized +46.4%
EMB ISHARES JPMORGAN USD EMERG 0.1%
Value ($000) $983 Shares 8,916 Est. Cost $111.27 Unrealized
HIW HIGHWOODS PROPERTIES INC 0.1%
Value ($000) $982 Shares 20,550 Est. Cost $35.61 Unrealized
BA BOEING CO 0.1%
Value ($000) $980 Shares 7,719 Est. Cost $88.16 Unrealized +26.9%
XEROX CORP 0.1%
Value ($000) $979 Shares 87,775 Est. Cost $9.07 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $952 Shares 8,492 Est. Cost $60.35 Unrealized +26.5%
HYG ISHARES IBOXX $ HIGH YIELD 0.0%
Value ($000) $944 Shares 11,553 Est. Cost $89.06 Unrealized
KOF COCA-COLA FEMSA S.A.B. DE C.V 0.0%
Value ($000) $914 Shares 11,000 Est. Cost $140.27 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $897 Shares 6,333 Est. Cost $84.14 Unrealized +54.8%
AMGN AMGEN INC 0.0%
Value ($000) $884 Shares 5,896 Est. Cost $77.12 Unrealized +43.7%
HIG HARTFORD FINL SVCS 0.0%
Value ($000) $881 Shares 19,118 Est. Cost $23.70 Unrealized +43.3%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $873 Shares 7,827 Est. Cost $80.16 Unrealized +2.4%
ENERGEN CORPORATION 0.0%
Value ($000) $844 Shares 23,065 Est. Cost $52.27 Unrealized
FLS FLOWSERVE CORPORATION 0.0%
Value ($000) $834 Shares 18,775 Est. Cost $43.03 Unrealized -21.3%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $830 Shares 17,125 Est. Cost $63.98 Unrealized
FISV FISERV INC 0.0%
Value ($000) $827 Shares 8,060 Est. Cost $24.45 Unrealized +93.9%
NVS NOVARTIS AG 0.0%
Value ($000) $810 Shares 11,177 Est. Cost $74.10 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $753 Shares 10,539 Est. Cost $46.23 Unrealized +19.3%
ABBNY ABB LTD 0.0%
Value ($000) $732 Shares 37,672 Est. Cost $21.66 Unrealized
TD TORONTO DOMINION BANK ONTARIO 0.0%
Value ($000) $722 Shares 16,740 Est. Cost $43.05 Unrealized -10.3%
PFF ISHARES US PREFERRED STOCK (MKT) 0.0%
Value ($000) $721 Shares 18,475 Est. Cost $39.08 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $701 Shares 12,100 Est. Cost $41.24 Unrealized +22.1%
EFA ISHARES MSCI EAFE (MKT) 0.0%
Value ($000) $681 Shares 11,907 Est. Cost $59.12 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $675 Shares 18,324 Est. Cost $22.39 Unrealized +25.7%
WY WEYERHAEUSER CO 0.0%
Value ($000) $668 Shares 21,594 Est. Cost $18.15 Unrealized 0.0%
WAT WATERS CORP 0.0%
Value ($000) $656 Shares 4,973 Est. Cost $95.97 Unrealized +30.0%
AMERIGAS PARTNERS L.P. 0.0%
Value ($000) $625 Shares 14,384 Est. Cost $41.50 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $623 Shares 25,290 Est. Cost $41.68 Unrealized
WEX WEX INC 0.0%
Value ($000) $609 Shares 7,300 Est. Cost $79.22 Unrealized -8.7%
NTCT NETSCOUT SYSTEMS INC 0.0%
Value ($000) $562 Shares 24,469 Est. Cost $37.86 Unrealized -40.5%
ETR ENTERGY CORP 0.0%
Value ($000) $542 Shares 6,837 Est. Cost $20.70 Unrealized +19.4%
TWENTY FIRST CENTURY FOX INC 0.0%
Value ($000) $539 Shares 19,320 Est. Cost $30.12 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $538 Shares 8,104 Est. Cost $36.28 Unrealized +20.4%
EMC CORPORATION 0.0%
Value ($000) $533 Shares 19,993 Est. Cost $27.58 Unrealized
DE DEERE & COMPANY 0.0%
Value ($000) $531 Shares 6,889 Est. Cost $68.16 Unrealized -2.7%
VIACOM INC 0.0%
Value ($000) $519 Shares 12,559 Est. Cost $69.31 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $509 Shares 4,744 Est. Cost $59.36 Unrealized +48.5%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $503 Shares 6,699 Est. Cost $31.55 Unrealized +47.6%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $486 Shares 7,994 Est. Cost $40.15 Unrealized +18.0%
DUKE REALTY CORP 0.0%
Value ($000) $481 Shares 21,350 Est. Cost $15.65 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $475 Shares 4,457 Est. Cost $73.33 Unrealized +21.6%
AMZN AMAZON.COM INC 0.0%
Value ($000) $475 Shares 799 Est. Cost $31.52 Unrealized -10.0%
HOSPITALITY PROPERTIES TRUST 0.0%
Value ($000) $463 Shares 17,450 Est. Cost $26.31 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $451 Shares 40,465 Est. Cost $34.58 Unrealized
LABORATORY CORP OF AMERICA 0.0%
Value ($000) $433 Shares 3,701 Est. Cost $100.10 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $432 Shares 1,659 Est. Cost $278.96 Unrealized -5.3%
DFJ WISDOMTREE JAPAN SMALLCAP 0.0%
Value ($000) $419 Shares 7,615 Est. Cost $47.84 Unrealized
APACHE CORPORATION 0.0%
Value ($000) $418 Shares 8,560 Est. Cost $83.57 Unrealized
IJH ISHARES CORE S&P MID-CAP (MKT) 0.0%
Value ($000) $414 Shares 2,873 Est. Cost $144.10 Unrealized
LQD ISHARES IBOXX $ INVST GRADE CRP 0.0%
Value ($000) $413 Shares 3,479 Est. Cost $114.21 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD IDX 0.0%
Value ($000) $411 Shares 5,136 Est. Cost $79.55 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $410 Shares 4,450 Est. Cost $68.57 Unrealized +2.8%
CELGENE CORP 0.0%
Value ($000) $409 Shares 4,083 Est. Cost $115.18 Unrealized
CIGNA CORP 0.0%
Value ($000) $408 Shares 2,975 Est. Cost $94.86 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $408 Shares 13,210 Est. Cost $28.45 Unrealized +3.1%
SPEU SPDR INDEX SHS 0.0%
Value ($000) $391 Shares 13,009 Est. Cost $31.86 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $391 Shares 1,974 Est. Cost $117.64 Unrealized +36.9%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $389 Shares 6,664 Est. Cost $36.29 Unrealized +7.1%
AMAT APPLIED MATERIALS 0.0%
Value ($000) $388 Shares 18,319 Est. Cost $16.27 Unrealized 0.0%
BLACKSTONE GROUP LP 0.0%
Value ($000) $387 Shares 13,784 Est. Cost $32.18 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $379 Shares 4,040 Est. Cost $47.71 Unrealized +81.7%
IJR ISHARES CORE S&P SMALL-CAP (MKT) 0.0%
Value ($000) $372 Shares 3,297 Est. Cost $112.83 Unrealized
FLR FLUOR CORP NEW 0.0%
Value ($000) $365 Shares 6,789 Est. Cost $56.69 Unrealized -24.2%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $360 Shares 8,863 Est. Cost $49.70 Unrealized
TKR TIMKEN CO 0.0%
Value ($000) $358 Shares 10,700 Est. Cost $29.00 Unrealized 0.0%
AGL RESOURCES INC 0.0%
Value ($000) $349 Shares 5,356 Est. Cost $43.65 Unrealized
ALV AUTOLIV INC 0.0%
Value ($000) $347 Shares 2,930 Est. Cost $40.38 Unrealized +55.6%
CDK GLOBAL INC 0.0%
Value ($000) $344 Shares 7,397 Est. Cost $41.22 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $338 Shares 18,910 Est. Cost $22.25 Unrealized -55.3%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $333 Shares 2,588 Est. Cost $67.09 Unrealized +50.4%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $325 Shares 3,922 Est. Cost $82.01 Unrealized
GPC GENUINE PARTS COMPANY 0.0%
Value ($000) $325 Shares 3,278 Est. Cost $56.22 Unrealized +18.6%
HRB H&R BLOCK INC 0.0%
Value ($000) $321 Shares 12,171 Est. Cost $18.18 Unrealized +18.1%
TECO ENERGY INC 0.0%
Value ($000) $320 Shares 11,620 Est. Cost $17.18 Unrealized
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $317 Shares 10,600 Est. Cost $32.83 Unrealized
ALLERGAN PLC 0.0%
Value ($000) $313 Shares 1,168 Est. Cost $303.57 Unrealized
MONSANTO CO 0.0%
Value ($000) $312 Shares 3,554 Est. Cost $99.09 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $310 Shares 17,463 Est. Cost $6.50 Unrealized -2.0%
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $306 Shares 4,000 Est. Cost $69.29 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $305 Shares 6,473 Est. Cost $27.31 Unrealized +10.5%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $303 Shares 4,084 Est. Cost $16.89 Unrealized +46.4%
GWW WW GRAINGER INC 0.0%
Value ($000) $303 Shares 1,297 Est. Cost $202.14 Unrealized -11.3%
BLACKROCK INC 0.0%
Value ($000) $302 Shares 887 Est. Cost $340.53 Unrealized
WPC W P CAREY INC 0.0%
Value ($000) $301 Shares 4,842 Est. Cost $67.30 Unrealized
FNX FIRST TRUST MID CAP CORE 0.0%
Value ($000) $300 Shares 6,048 Est. Cost $48.12 Unrealized
PIEDMONT NAT GAS INC 0.0%
Value ($000) $299 Shares 5,000 Est. Cost $40.78 Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $295 Shares 3,408 Est. Cost $50.55 Unrealized +31.1%
SYMANTEC CORP 0.0%
Value ($000) $294 Shares 15,952 Est. Cost $22.46 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $291 Shares 2,760 Est. Cost $67.90 Unrealized -0.3%
HOLX HOLOGIC INC 0.0%
Value ($000) $291 Shares 8,428 Est. Cost $25.30 Unrealized +37.8%
YUM YUM BRANDS INC 0.0%
Value ($000) $287 Shares 3,505 Est. Cost $43.12 Unrealized +1.6%
CB CHUBB LIMITED 0.0%
Value ($000) $285 Shares 2,391 Est. Cost $96.06 Unrealized 0.0%
XLF FINANCIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $281 Shares 12,471 Est. Cost $19.44 Unrealized
CAG CONAGRA FOODS INC 0.0%
Value ($000) $281 Shares 6,313 Est. Cost $17.66 Unrealized +29.9%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $273 Shares 5,326 Est. Cost $43.64 Unrealized 0.0%
OGE OGE ENERGY CORP 0.0%
Value ($000) $272 Shares 9,496 Est. Cost $35.45 Unrealized -25.7%
FYX FIRST TR SML CP 0.0%
Value ($000) $269 Shares 5,955 Est. Cost $44.18 Unrealized
TOL TOLL BROTHERS INC 0.0%
Value ($000) $266 Shares 9,000 Est. Cost $33.93 Unrealized -17.6%
BMO BANK OF MONTREAL 0.0%
Value ($000) $266 Shares 4,375 Est. Cost $36.81 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $262 Shares 2,500 Est. Cost $101.20 Unrealized
IRM IRON MTN INC 0.0%
Value ($000) $260 Shares 7,656 Est. Cost $20.80 Unrealized -20.7%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $258 Shares 5,000 Est. Cost $35.31 Unrealized 0.0%
EFX EQUIFAX INC 0.0%
Value ($000) $253 Shares 2,216 Est. Cost $79.92 Unrealized +19.9%
JBHT HUNT J B TRANSPORT SERVICES INC 0.0%
Value ($000) $253 Shares 3,000 Est. Cost $69.06 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $252 Shares 2,255 Est. Cost $105.21 Unrealized -9.4%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $251 Shares 2,975 Est. Cost $48.88 Unrealized +26.8%
USB US BANCORP 0.0%
Value ($000) $250 Shares 6,157 Est. Cost $29.59 Unrealized -6.1%
URI UNITED RENTALS INC 0.0%
Value ($000) $249 Shares 4,000 Est. Cost $53.84 Unrealized 0.0%
SPSB SPDR SERIES TRUST 0.0%
Value ($000) $242 Shares 7,901 Est. Cost $30.50 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $240 Shares 3,173 Est. Cost $49.16 Unrealized +19.8%
ZAIS FINL CORP 0.0%
Value ($000) $239 Shares 16,000 Est. Cost $14.94 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $234 Shares 1,800 Est. Cost $71.39 Unrealized +30.9%
C CITIGROUP INC 0.0%
Value ($000) $233 Shares 5,585 Est. Cost $36.41 Unrealized -14.2%
TIME WARNER INC 0.0%
Value ($000) $232 Shares 3,200 Est. Cost $60.46 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $230 Shares 5,602 Est. Cost $22.81 Unrealized 0.0%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $225 Shares 8,205 Est. Cost $41.05 Unrealized -58.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $225 Shares 3,773 Est. Cost $49.41 Unrealized -4.0%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY 0.0%
Value ($000) $223 Shares 4,295 Est. Cost $53.62 Unrealized
AMERICAN SCIENCE & ENGINEERING 0.0%
Value ($000) $222 Shares 8,000 Est. Cost $27.75 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $221 Shares 2,800 Est. Cost $78.93 Unrealized
MET METLIFE INC 0.0%
Value ($000) $221 Shares 5,039 Est. Cost $26.74 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $220 Shares 2,866 Est. Cost $49.79 Unrealized 0.0%
SPECTRA ENERGY CORP 0.0%
Value ($000) $218 Shares 7,110 Est. Cost $30.66 Unrealized
EG EVEREST RE GROUP LTD 0.0%
Value ($000) $217 Shares 1,100 Est. Cost $150.05 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $215 Shares 17,463 Est. Cost $9.12 Unrealized -15.5%
DISCOVERY COMMUNICATIONS INC 0.0%
Value ($000) $213 Shares 7,871 Est. Cost $27.06 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $212 Shares 5,061 Est. Cost $28.69 Unrealized 0.0%
IVV ISHARES CORE S&P 500 (MKT) 0.0%
Value ($000) $211 Shares 1,020 Est. Cost $206.86 Unrealized
KEY KEYCORP 0.0%
Value ($000) $210 Shares 19,043 Est. Cost $7.24 Unrealized +2.7%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $208 Shares 2,211 Est. Cost $62.10 Unrealized +17.3%
L LOEWS CORP 0.0%
Value ($000) $207 Shares 5,400 Est. Cost $35.50 Unrealized -1.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $207 Shares 3,500 Est. Cost $43.98 Unrealized 0.0%
ENERGY TRANSFER PARTNERS LP 0.0%
Value ($000) $206 Shares 6,374 Est. Cost $50.85 Unrealized
BARD C.R. INC 0.0%
Value ($000) $205 Shares 1,011 Est. Cost $202.77 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $204 Shares 10,800 Est. Cost $20.56 Unrealized
ENBRIDGE ENERGY PARTNERS LP 0.0%
Value ($000) $201 Shares 10,950 Est. Cost $31.38 Unrealized
AMERICAN CAP SR FLOATING LTD 0.0%
Value ($000) $201 Shares 20,000 Est. Cost $10.05 Unrealized
BLACKROCK UTIL & INFRASTRUCTURE 0.0%
Value ($000) $200 Shares 10,800 Est. Cost $16.30 Unrealized
COHEN & STEERS 0.0%
Value ($000) $198 Shares 10,000 Est. Cost $19.10 Unrealized
ALLY ALLY FINANCIAL 0.0%
Value ($000) $187 Shares 10,000 Est. Cost $13.16 Unrealized 0.0%
SWIFT TRANSN CO 0.0%
Value ($000) $186 Shares 10,000 Est. Cost $18.60 Unrealized
VIPER ENERGY PARTNERS LP 0.0%
Value ($000) $179 Shares 11,000 Est. Cost $16.27 Unrealized
GABELLI GLOBAL UTILITY & INC 0.0%
Value ($000) $179 Shares 10,000 Est. Cost $16.10 Unrealized
ENSCO PLC 0.0%
Value ($000) $175 Shares 16,837 Est. Cost $10.39 Unrealized
FERRELLGAS PARTNERS LP 0.0%
Value ($000) $174 Shares 10,000 Est. Cost $19.80 Unrealized
APOLLO RESIDENTIAL MORTGAGE INC 0.0%
Value ($000) $174 Shares 13,000 Est. Cost $13.38 Unrealized
ABERDEEN 0.0%
Value ($000) $165 Shares 32,913 Est. Cost $6.16 Unrealized
FIRST TRUST/ABERDEEN 0.0%
Value ($000) $164 Shares 15,000 Est. Cost $9.67 Unrealized
NUVEEN REAL ASSET INC & GROWTH 0.0%
Value ($000) $154 Shares 10,000 Est. Cost $14.70 Unrealized
NUVEEN LONG/SHORT COMMODITY 0.0%
Value ($000) $151 Shares 10,000 Est. Cost $16.00 Unrealized
COHEN & STEERS 0.0%
Value ($000) $148 Shares 11,925 Est. Cost $12.24 Unrealized
KKR & CO LP 0.0%
Value ($000) $147 Shares 10,000 Est. Cost $14.70 Unrealized
NMFC NEW MTN FIN CORP 0.0%
Value ($000) $126 Shares 10,000 Est. Cost $4.23 Unrealized 0.0%
MACQUARIE/FIRST TRUST GLOBAL 0.0%
Value ($000) $123 Shares 10,000 Est. Cost $12.60 Unrealized
MONMOUTH REAL ESTATE INVT CORP 0.0%
Value ($000) $119 Shares 10,000 Est. Cost $9.70 Unrealized
ANNALY MORTGAGE MANAGEMENT INC 0.0%
Value ($000) $117 Shares 11,428 Est. Cost $12.14 Unrealized
FPI FARMLAND PARTNERS INC 0.0%
Value ($000) $107 Shares 10,000 Est. Cost $10.70 Unrealized
BIND THERAPEUTICS 0.0%
Value ($000) $66 Shares 30,000 Est. Cost $2.20 Unrealized
PNNT PENNANT PARK 0.0%
Value ($000) $61 Shares 10,142 Est. Cost $2.80 Unrealized -39.1%
GAMCO 0.0%
Value ($000) $56 Shares 10,000 Est. Cost $5.00 Unrealized
ATLANTIC PWR CORP 0.0%
Value ($000) $52 Shares 21,200 Est. Cost $1.88 Unrealized
CALIFORNIA RES CORP 0.0%
Value ($000) $26 Shares 24,931 Est. Cost $4.98 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $21 Shares 10,000 Est. Cost $1.88 Unrealized 0.0%