WEATHERLY ASSET MANAGEMENT L. P. Diversified Active

CIK: 0000934745 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 3, 2014

Total Value ($000): $238,722 (100.0% shares, 0.0% debt)

Holdings (206)

LLY LILLY ELI & CO COM 8.9%
Value ($000) $21,219 Shares 341,307 Est. Cost $42.21 Unrealized +13.8%
APPLE INC COM 5.3%
Value ($000) $12,695 Shares 136,613 Est. Cost $135.12 Unrealized
RHHBY ROCHE HLDG LTD SPONSORED ADR 3.3%
Value ($000) $7,823 Shares 209,824 Est. Cost $50.10 Unrealized
NFLX NETFLIX INC COM 3.2%
Value ($000) $7,592 Shares 17,232 Est. Cost $5.73 Unrealized -5.5%
HD HOME DEPOT INC COM 2.6%
Value ($000) $6,184 Shares 76,378 Est. Cost $56.05 Unrealized +7.2%
SBUX STARBUCKS CORP COM 2.3%
Value ($000) $5,545 Shares 71,664 Est. Cost $26.70 Unrealized +8.1%
ADBE ADOBE SYS INC COM 2.3%
Value ($000) $5,497 Shares 75,965 Est. Cost $44.63 Unrealized +44.5%
DVY ISHARES TR DOW JONES - DVY SEL 2.2%
Value ($000) $5,295 Shares 68,785 Est. Cost $64.22 Unrealized
VOLKSWAGEN A G ADR SPONSORED 2.0%
Value ($000) $4,695 Shares 90,806 Est. Cost $38.93 Unrealized
GENERAL ELEC CO 1.9%
Value ($000) $4,486 Shares 170,682 Est. Cost $23.62 Unrealized
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $4,231 Shares 40,443 Est. Cost $63.08 Unrealized +16.0%
WFC WELLS FARGO NEW 1.6%
Value ($000) $3,836 Shares 72,979 Est. Cost $28.32 Unrealized +28.2%
WM WASTE MGMT INC DEL COM 1.6%
Value ($000) $3,794 Shares 84,815 Est. Cost $30.75 Unrealized +11.6%
XBI SPDR SERIES TRUST S&P BIOTECH 1.6%
Value ($000) $3,734 Shares 24,246 Est. Cost $129.82 Unrealized
PFF ISHARES - PFF TR S&P US PFD ST 1.5%
Value ($000) $3,622 Shares 90,766 Est. Cost $39.28 Unrealized
T A T & T INC (NEW) 1.5%
Value ($000) $3,540 Shares 100,114 Est. Cost $11.37 Unrealized +3.6%
QCOM QUALCOMM INC 1.4%
Value ($000) $3,245 Shares 40,975 Est. Cost $45.75 Unrealized +25.2%
CL COLGATE PALMOLIVE CO 1.3%
Value ($000) $3,063 Shares 44,919 Est. Cost $44.38 Unrealized +15.4%
AMAZON COM INC COM 1.2%
Value ($000) $2,968 Shares 9,137 Est. Cost $277.70 Unrealized
MCK MCKESSON CORPORATION COM 1.2%
Value ($000) $2,947 Shares 15,826 Est. Cost $101.57 Unrealized +60.7%
BOEING CO COM 1.2%
Value ($000) $2,901 Shares 22,801 Est. Cost $102.44 Unrealized
COP CONOCOPHILLIPS COM 1.1%
Value ($000) $2,730 Shares 31,846 Est. Cost $41.38 Unrealized +28.9%
TGT TARGET CORP COM 1.1%
Value ($000) $2,665 Shares 45,989 Est. Cost $43.53 Unrealized -4.4%
FCX FREEPORT MCMORAN COPPER&GOLDCL 1.1%
Value ($000) $2,624 Shares 71,881 Est. Cost $26.29 Unrealized +12.4%
IBM I B M 1.1%
Value ($000) $2,567 Shares 14,162 Est. Cost $118.94 Unrealized -5.6%
XOM EXXON CORPORATION 1.0%
Value ($000) $2,492 Shares 24,750 Est. Cost $53.69 Unrealized +15.2%
IWR ISHARES TR RUSSELL MIDCAP 1.0%
Value ($000) $2,397 Shares 14,745 Est. Cost $130.28 Unrealized
DDD 3-D SYS CORP DEL COM NEW 0.9%
Value ($000) $2,246 Shares 37,555 Est. Cost $60.89 Unrealized -15.7%
HRL HORMEL FOODS CORP COM 0.9%
Value ($000) $2,242 Shares 45,430 Est. Cost $16.15 Unrealized +14.3%
EEMV ISHARES INC EM MKT MIN VOL 0.9%
Value ($000) $2,184 Shares 36,361 Est. Cost $57.60 Unrealized
ARCHER DANIELS MIDLAND 0.9%
Value ($000) $2,153 Shares 48,811 Est. Cost $34.28 Unrealized
INGERSOLL-RAND PLC 0.9%
Value ($000) $2,077 Shares 33,223 Est. Cost $55.52 Unrealized
POWERSHARES ETF TRUST WATER RE 0.8%
Value ($000) $2,010 Shares 75,608 Est. Cost $22.05 Unrealized
INTC INTEL CORP COM 0.8%
Value ($000) $1,920 Shares 62,134 Est. Cost $17.86 Unrealized +15.8%
XLV SECTOR SPDR TR SBI HEALTHCARE 0.8%
Value ($000) $1,904 Shares 31,301 Est. Cost $47.60 Unrealized
CAT CATERPILLAR INC COM 0.8%
Value ($000) $1,898 Shares 17,468 Est. Cost $61.56 Unrealized +26.7%
CSCO CISCO SYS INC COM 0.8%
Value ($000) $1,864 Shares 75,002 Est. Cost $15.36 Unrealized +8.4%
HAL HALLIBURTON COMPANY 0.8%
Value ($000) $1,828 Shares 25,746 Est. Cost $40.23 Unrealized +28.0%
MSFT MICROSOFT CORP COM 0.7%
Value ($000) $1,788 Shares 42,881 Est. Cost $26.70 Unrealized +27.2%
PG PROCTER & GAMBLE CO COM 0.7%
Value ($000) $1,720 Shares 21,889 Est. Cost $55.00 Unrealized +6.0%
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $1,678 Shares 34,294 Est. Cost $27.00 Unrealized -0.7%
COST COSTCO WHOLESALE CORP 0.7%
Value ($000) $1,613 Shares 14,003 Est. Cost $86.72 Unrealized +5.9%
FLR FLUOR CORP NEW COM 0.7%
Value ($000) $1,580 Shares 20,541 Est. Cost $53.56 Unrealized +26.7%
MONSANTO CO NEW COM 0.7%
Value ($000) $1,572 Shares 12,603 Est. Cost $98.77 Unrealized
URBN URBAN OUTFITTERS INC COM 0.6%
Value ($000) $1,530 Shares 45,198 Est. Cost $41.26 Unrealized -15.1%
CVS CVS CORP COM 0.6%
Value ($000) $1,493 Shares 19,808 Est. Cost $41.44 Unrealized +32.5%
BAXTER INTL INC COM 0.6%
Value ($000) $1,432 Shares 19,805 Est. Cost $71.44 Unrealized
CVX CHEVRONTEXACO CORPORATION 0.6%
Value ($000) $1,418 Shares 10,865 Est. Cost $71.32 Unrealized +6.4%
SAP SAP AG ADR SPON 0.6%
Value ($000) $1,408 Shares 18,285 Est. Cost $72.81 Unrealized
BAKER HUGHES INC COM 0.6%
Value ($000) $1,373 Shares 18,444 Est. Cost $51.47 Unrealized
ABBOTT LABS 0.6%
Value ($000) $1,373 Shares 33,561 Est. Cost $36.74 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $1,312 Shares 13,022 Est. Cost $71.80 Unrealized +4.2%
EFAV ISHARES TR EAFE MIN VOL E 0.5%
Value ($000) $1,285 Shares 19,651 Est. Cost $63.90 Unrealized
DEO DIAGEO PLC SPONSORED ADR 0.5%
Value ($000) $1,233 Shares 9,686 Est. Cost $114.91 Unrealized
SLB SCHLUMBERGER 0.5%
Value ($000) $1,165 Shares 9,875 Est. Cost $53.79 Unrealized +39.2%
DE DEERE & CO COM 0.5%
Value ($000) $1,120 Shares 12,369 Est. Cost $68.15 Unrealized +8.8%
JPM J.P. MORGAN CHASE & CO 0.4%
Value ($000) $1,063 Shares 18,450 Est. Cost $36.29 Unrealized +13.5%
CMCSA COMCAST CORP NEW COM CL A 0.4%
Value ($000) $1,044 Shares 19,443 Est. Cost $15.62 Unrealized +26.6%
WMT WAL MART STORES INC 0.4%
Value ($000) $1,015 Shares 13,520 Est. Cost $19.98 Unrealized +2.7%
KO COCA COLA CO 0.4%
Value ($000) $984 Shares 23,235 Est. Cost $27.85 Unrealized +0.9%
MMM 3M COMPANY COM 0.4%
Value ($000) $954 Shares 6,663 Est. Cost $61.26 Unrealized +32.3%
ITRI ITRON INC COM 0.4%
Value ($000) $932 Shares 22,974 Est. Cost $42.64 Unrealized -10.8%
SHW SHERWIN WILLIAMS CO COM 0.4%
Value ($000) $926 Shares 4,475 Est. Cost $53.48 Unrealized +11.9%
ALLSTATE CORP 0.4%
Value ($000) $925 Shares 15,760 Est. Cost $54.88 Unrealized
IGE ISHARES TR GS NAT RES IDX 0.4%
Value ($000) $924 Shares 18,493 Est. Cost $38.24 Unrealized
FDX FEDEX CORP 0.4%
Value ($000) $920 Shares 6,075 Est. Cost $81.95 Unrealized +44.6%
DVN DEVON ENERGY CORP NEW COM 0.4%
Value ($000) $917 Shares 11,546 Est. Cost $38.54 Unrealized +27.2%
DIS DISNEY WALT PRODTNS 0.4%
Value ($000) $911 Shares 10,627 Est. Cost $56.11 Unrealized +30.9%
PFE PFIZER INC 0.4%
Value ($000) $904 Shares 30,455 Est. Cost $16.45 Unrealized +6.7%
KMB KIMBERLY CLARK CORP COM 0.4%
Value ($000) $888 Shares 7,986 Est. Cost $66.21 Unrealized +8.4%
F FORD MTR CO DEL COM PAR $0.08 0.4%
Value ($000) $888 Shares 51,487 Est. Cost $8.57 Unrealized +3.4%
XLF SELECT SECTOR SPDR TR SBI INT- 0.4%
Value ($000) $871 Shares 38,315 Est. Cost $19.50 Unrealized
IJH ISHARES TR S&P MIDCAP 40- 0.4%
Value ($000) $866 Shares 6,052 Est. Cost $121.64 Unrealized
JACOBS ENGR GROUP INC DEL COM 0.4%
Value ($000) $857 Shares 16,089 Est. Cost $55.17 Unrealized
CPXIX COHEN & STEERS PFD SECS&INC CL 0.3%
Value ($000) $807 Shares 58,625 Est. Cost $12.99 Unrealized
ITOT ISHARES CORE S&P TTL S 0.3%
Value ($000) $783 Shares 8,729 Est. Cost $89.70 Unrealized
1000 ETF POWERSHARES TRUST FTS 0.3%
Value ($000) $741 Shares 8,379 Est. Cost $72.02 Unrealized
AMERICAN STS WTR CO COM 0.3%
Value ($000) $736 Shares 22,142 Est. Cost $40.06 Unrealized
KIMCO REALTY PERPETUAL PRE 6.0 0.3%
Value ($000) $721 Shares 29,125 Est. Cost $24.89 Unrealized
BERKSHIRE HATHAWAY INC DEL CL 0.3%
Value ($000) $708 Shares 5,596 Est. Cost $111.87 Unrealized
MEDTRONIC INC COM 0.3%
Value ($000) $698 Shares 10,951 Est. Cost $51.68 Unrealized
GLD SPDR GOLD TRUST GOLD SHS 0.3%
Value ($000) $682 Shares 5,330 Est. Cost $119.10 Unrealized
GOOGLE INC CL C 0.3%
Value ($000) $666 Shares 1,157 Est. Cost $575.63 Unrealized
GOOGLE INC CL A 0.3%
Value ($000) $665 Shares 1,137 Est. Cost $919.51 Unrealized
CAH CARDINAL HEALTH INC COM 0.3%
Value ($000) $653 Shares 9,531 Est. Cost $36.50 Unrealized +36.0%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $643 Shares 7,995 Est. Cost $40.48 Unrealized +33.9%
NUVASIVE INC COM 0.3%
Value ($000) $643 Shares 18,080 Est. Cost $24.81 Unrealized
HSY HERSHEY FOODS CORP COM 0.3%
Value ($000) $632 Shares 6,492 Est. Cost $65.69 Unrealized +13.2%
RY ROYAL BK CDA MONTREAL QUE COM 0.3%
Value ($000) $631 Shares 8,830 Est. Cost $59.71 Unrealized +13.6%
VEOEY VEOLIA ENVIRONMENT SPONSORED A 0.3%
Value ($000) $613 Shares 32,258 Est. Cost $11.41 Unrealized
ALLE ALLEGION PUB LTD CO ORD S 0.3%
Value ($000) $611 Shares 10,780 Est. Cost $38.52 Unrealized +20.7%
CX CEMEX S A ADR SPSRD NEW 0.3%
Value ($000) $600 Shares 45,318 Est. Cost $10.57 Unrealized
MRK MERCK & COMPANY 0.2%
Value ($000) $593 Shares 10,247 Est. Cost $30.06 Unrealized +26.3%
IWB ISHARES TR RUSSELL 100- 0.2%
Value ($000) $574 Shares 5,211 Est. Cost $91.93 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $566 Shares 10,030 Est. Cost $26.55 Unrealized +24.2%
ALCOA INC COM 0.2%
Value ($000) $554 Shares 37,230 Est. Cost $7.82 Unrealized
SRE SEMPRA ENERGY CORP COM 0.2%
Value ($000) $552 Shares 5,275 Est. Cost $27.85 Unrealized +24.3%
EPD ENTERPRISE PRODS PARTNERS L CO 0.2%
Value ($000) $550 Shares 7,026 Est. Cost $62.13 Unrealized
ROYAL DUTCH SHELL PLC SPONS AD 0.2%
Value ($000) $546 Shares 6,629 Est. Cost $72.39 Unrealized
INDIA FD INC COM 0.2%
Value ($000) $538 Shares 21,201 Est. Cost $19.16 Unrealized
TSLA TESLA MTRS INC COM 0.2%
Value ($000) $505 Shares 2,105 Est. Cost $10.05 Unrealized +38.8%
NKE NIKE INC 0.2%
Value ($000) $491 Shares 6,331 Est. Cost $26.53 Unrealized +21.2%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $489 Shares 5,797 Est. Cost $49.35 Unrealized -2.3%
RYN RAYONIER INC COM 0.2%
Value ($000) $463 Shares 13,037 Est. Cost $35.51 Unrealized
CSX CSX CORP COM 0.2%
Value ($000) $438 Shares 14,215 Est. Cost $6.69 Unrealized +21.1%
UPS UNITED PARCEL SVC INC CL B 0.2%
Value ($000) $437 Shares 4,252 Est. Cost $56.24 Unrealized +18.4%
CAG CONAGRA FOODS INC COM 0.2%
Value ($000) $422 Shares 14,213 Est. Cost $16.30 Unrealized 0.0%
EWZ ISHARES INC MSCI BRAZIL 0.2%
Value ($000) $411 Shares 8,603 Est. Cost $43.85 Unrealized
AGRIUM INC COM 0.2%
Value ($000) $394 Shares 4,305 Est. Cost $91.52 Unrealized
POWERSHS DB MULTI SECT COMM DB 0.2%
Value ($000) $374 Shares 13,613 Est. Cost $24.89 Unrealized
IWD ISHARES TR RUSSELL100-9 0.2%
Value ($000) $372 Shares 3,672 Est. Cost $84.12 Unrealized
HEWLETT PACKARD CO COM 0.2%
Value ($000) $365 Shares 10,847 Est. Cost $24.83 Unrealized
POWERSHARES QQQ TRUST UNIT SER 0.1%
Value ($000) $357 Shares 3,798 Est. Cost $73.14 Unrealized
META FACEBOOK INC CL A 0.1%
Value ($000) $352 Shares 5,230 Est. Cost $36.96 Unrealized +65.3%
CITIGROUP PERP PFD 6.875% CALL 0.1%
Value ($000) $334 Shares 12,300 Est. Cost $25.33 Unrealized
SLV ISHARES SILVER TRUST ISHARES 0.1%
Value ($000) $326 Shares 16,086 Est. Cost $18.95 Unrealized
FDIVX FIDELITY INVT TR DIVERS INTL F 0.1%
Value ($000) $323 Shares 8,504 Est. Cost $34.64 Unrealized
SPY SPDR TR UNIT SER 1 0.1%
Value ($000) $323 Shares 1,649 Est. Cost $160.51 Unrealized
ANADARKO PETE CORP COM 0.1%
Value ($000) $320 Shares 2,925 Est. Cost $88.40 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $304 Shares 7,501 Est. Cost $29.40 Unrealized +17.9%
SU SUNCOR ENERGY INC 0.1%
Value ($000) $280 Shares 6,579 Est. Cost $19.64 Unrealized +32.4%
KIMCO REALTY 5.625% PERPETUAL 0.1%
Value ($000) $279 Shares 12,000 Est. Cost $24.00 Unrealized
ECH ISHARES INC MSCI CHILE INVE 0.1%
Value ($000) $275 Shares 6,064 Est. Cost $53.84 Unrealized
BANK OF AMERICA 0.1%
Value ($000) $271 Shares 17,629 Est. Cost $13.13 Unrealized
IDV ISHARES TR DJ INTL SEL DI 0.1%
Value ($000) $268 Shares 6,707 Est. Cost $31.83 Unrealized
IYZ ISHARES TR DJ US TELECOMM 0.1%
Value ($000) $264 Shares 8,692 Est. Cost $25.84 Unrealized
ST JUDE MED INC COM 0.1%
Value ($000) $257 Shares 3,711 Est. Cost $61.98 Unrealized
EFA ISHARES TR MSCI EAFE INDEX 0.1%
Value ($000) $255 Shares 3,732 Est. Cost $57.22 Unrealized
EXPRESS SCRIPTS HOLDING COMPAN 0.1%
Value ($000) $249 Shares 3,595 Est. Cost $73.68 Unrealized
AFLAC INC SUBOR DEBENTURE 5.50 0.1%
Value ($000) $246 Shares 10,000 Est. Cost $24.82 Unrealized
PUBLIC STORAGE INC 5.375% DEPO 0.1%
Value ($000) $237 Shares 10,400 Est. Cost $23.58 Unrealized
CANADIAN OIL SANDS LTD COM 0.1%
Value ($000) $235 Shares 10,360 Est. Cost $18.96 Unrealized
ONEOK PARTNERS LP UNIT LTD PAR 0.1%
Value ($000) $231 Shares 3,950 Est. Cost $52.91 Unrealized
RIG TRANSOCEAN LTD ZUG NAMEN AKT 0.1%
Value ($000) $230 Shares 5,116 Est. Cost $50.97 Unrealized -16.5%
MARKET VECTORS ETF TR AGRIBUS 0.1%
Value ($000) $226 Shares 4,115 Est. Cost $51.15 Unrealized
PGR PROGRESSIVE CORP OHIO COM 0.1%
Value ($000) $217 Shares 8,570 Est. Cost $17.04 Unrealized +4.3%
NUMEREX CORP PA CL A 0.1%
Value ($000) $216 Shares 18,815 Est. Cost $11.16 Unrealized
IJS ISHARES TR S&P SMCAP 60VA 0.1%
Value ($000) $208 Shares 1,802 Est. Cost $111.17 Unrealized
DIRECTV 0.1%
Value ($000) $208 Shares 2,447 Est. Cost $85.00 Unrealized
PUBLIC STORAGE PREFERRED 5.625 0.1%
Value ($000) $205 Shares 8,600 Est. Cost $23.84 Unrealized
V VISA INC. CLASS A 0.1%
Value ($000) $204 Shares 971 Est. Cost $42.33 Unrealized +13.8%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $200 Shares 4,131 Est. Cost $33.50 Unrealized 0.0%
SYMANTEC CORP COM 0.1%
Value ($000) $198 Shares 8,634 Est. Cost $22.93 Unrealized
BB&T CORP COM 0.1%
Value ($000) $195 Shares 4,943 Est. Cost $39.45 Unrealized
ROCKWELL COLLINS INC COM 0.1%
Value ($000) $195 Shares 2,499 Est. Cost $78.03 Unrealized
PBR PETROLEO BRASILEIRO SA PETROSP 0.1%
Value ($000) $194 Shares 13,240 Est. Cost $13.40 Unrealized
NEXTERA ENERGY PREF 5.000% MDT 0.1%
Value ($000) $193 Shares 8,900 Est. Cost $21.69 Unrealized
AMERICAN FIN GROUP PREF 6.375% 0.1%
Value ($000) $190 Shares 7,350 Est. Cost $25.61 Unrealized
BERKSHIRE HATHAWAY INC DEL CL 0.1%
Value ($000) $190 Shares 1 Est. Cost $190000.00 Unrealized
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $187 Shares 1,619 Est. Cost $115.50 Unrealized
BERKELY PREFERRED NEW 5.625% M 0.1%
Value ($000) $186 Shares 8,000 Est. Cost $23.25 Unrealized
MET METLIFE INC COM 0.1%
Value ($000) $185 Shares 3,335 Est. Cost $31.84 Unrealized 0.0%
NANOVIRICIDES INC COM 0.1%
Value ($000) $180 Shares 42,644 Est. Cost $4.22 Unrealized
GAP G A P INC 0.1%
Value ($000) $180 Shares 4,330 Est. Cost $27.23 Unrealized 0.0%
PUBLIC STORAGE INC 5.20% 0.1%
Value ($000) $177 Shares 8,000 Est. Cost $22.13 Unrealized
PETS PETMED EXPRESS INC COM 0.1%
Value ($000) $175 Shares 13,003 Est. Cost $13.20 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $175 Shares 6,507 Est. Cost $22.15 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $172 Shares 1,377 Est. Cost $97.85 Unrealized 0.0%
HAINX HARBOR FD INTL FD 0.1%
Value ($000) $170 Shares 2,286 Est. Cost $74.37 Unrealized
RYAM RAYONIER ADVANCED MATLS INC CO 0.1%
Value ($000) $168 Shares 4,328 Est. Cost $38.47 Unrealized 0.0%
MDLZ MONDELEZ INTL INC COM 0.1%
Value ($000) $168 Shares 4,472 Est. Cost $28.30 Unrealized 0.0%
CELGENE CORP COM 0.1%
Value ($000) $167 Shares 1,942 Est. Cost $85.99 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $166 Shares 3,523 Est. Cost $35.41 Unrealized 0.0%
LAM RESEARCH CORP COM 0.1%
Value ($000) $165 Shares 2,436 Est. Cost $67.73 Unrealized
IVV ISHARES TR S&P 500 INDX 0.1%
Value ($000) $163 Shares 826 Est. Cost $197.34 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $163 Shares 1,013 Est. Cost $118.32 Unrealized 0.0%
EVANS BANCORP INC COM NEW 0.1%
Value ($000) $157 Shares 6,783 Est. Cost $23.15 Unrealized
AEGON N V 6.375% PERP PREFERRE 0.1%
Value ($000) $153 Shares 6,000 Est. Cost $25.50 Unrealized
FIGRX FIDELITY INVT TR INTL DISCOVER 0.1%
Value ($000) $151 Shares 3,675 Est. Cost $41.09 Unrealized
VARIAN MED SYS INC COM 0.1%
Value ($000) $150 Shares 1,800 Est. Cost $83.33 Unrealized
RAYTHEON CO NEW COM 0.1%
Value ($000) $150 Shares 1,624 Est. Cost $92.36 Unrealized
ROYAL BNK OF SCOTLND PFD 6.60% 0.1%
Value ($000) $149 Shares 6,065 Est. Cost $24.57 Unrealized
EXC EXELON CORP COM 0.1%
Value ($000) $149 Shares 4,083 Est. Cost $16.87 Unrealized 0.0%
DODFX DODGE & COX FDS INTL STK FD 0.1%
Value ($000) $148 Shares 3,192 Est. Cost $46.37 Unrealized
VOD VODAFONE GROUP PLC NEW SPNSR A 0.1%
Value ($000) $144 Shares 4,307 Est. Cost $33.43 Unrealized
VYM VANGUARD WHITEHALL FDS INC HIG 0.1%
Value ($000) $143 Shares 2,160 Est. Cost $66.20 Unrealized
IXUS ISHARES CORE MSCITOTAL 0.1%
Value ($000) $142 Shares 2,380 Est. Cost $59.66 Unrealized
HE HAWAIIAN ELEC INDUSTRIES COM 0.1%
Value ($000) $139 Shares 5,481 Est. Cost $24.35 Unrealized 0.0%
BLACKROCK INC COM 0.1%
Value ($000) $138 Shares 432 Est. Cost $319.44 Unrealized
KINDER MORGAN EGY PTNS L P UT 0.1%
Value ($000) $134 Shares 1,634 Est. Cost $82.01 Unrealized
MO ALTRIA CROUP INC COM 0.1%
Value ($000) $133 Shares 3,180 Est. Cost $19.20 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD COM 0.1%
Value ($000) $131 Shares 2,861 Est. Cost $12.47 Unrealized 0.0%
ING 6 1/8% PERP PREFERRED STOC 0.1%
Value ($000) $130 Shares 5,135 Est. Cost $25.32 Unrealized
VIACOM INC NEW CLASS B 0.1%
Value ($000) $128 Shares 1,477 Est. Cost $86.66 Unrealized
M MACYS INC COM 0.1%
Value ($000) $128 Shares 2,210 Est. Cost $58.04 Unrealized 0.0%
PITNEY BOWES PREFERRED 6.70% M 0.1%
Value ($000) $125 Shares 4,800 Est. Cost $26.04 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $124 Shares 1,332 Est. Cost $65.70 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $123 Shares 1,200 Est. Cost $17.92 Unrealized 0.0%
STARWOOD HOTELS & RESORTS WRLD 0.1%
Value ($000) $120 Shares 1,489 Est. Cost $80.59 Unrealized
CHICAGO BRIDGE & IRON CO N VN 0.1%
Value ($000) $120 Shares 1,765 Est. Cost $67.99 Unrealized
WAL WESTERN ALLIANCE BANCORP COM 0.0%
Value ($000) $119 Shares 5,000 Est. Cost $20.37 Unrealized 0.0%
AMGEN INC COM 0.0%
Value ($000) $117 Shares 990 Est. Cost $118.18 Unrealized
BONY MELLON PREF 5.20% MDT 09/ 0.0%
Value ($000) $117 Shares 5,000 Est. Cost $23.40 Unrealized
AEGFX EURO PAC GROWTH FD CL F 0.0%
Value ($000) $116 Shares 2,297 Est. Cost $50.50 Unrealized
NSRGF NESTLE S A SHS 0.0%
Value ($000) $116 Shares 1,500 Est. Cost $59.60 Unrealized 0.0%
BHP BILLITON LTD SPONSORED ADR 0.0%
Value ($000) $115 Shares 1,685 Est. Cost $68.25 Unrealized
ETFS GOLD TR SHS 0.0%
Value ($000) $114 Shares 877 Est. Cost $129.99 Unrealized
AGCO CORP COM 0.0%
Value ($000) $110 Shares 1,959 Est. Cost $56.15 Unrealized
E M C CORP MASS COM 0.0%
Value ($000) $108 Shares 4,102 Est. Cost $26.33 Unrealized
TIME WARNER INC COM 0.0%
Value ($000) $105 Shares 1,500 Est. Cost $70.00 Unrealized
AMT AMERICAN TOWER REIT COM 0.0%
Value ($000) $103 Shares 1,141 Est. Cost $65.68 Unrealized 0.0%
GLW CORNING INC COM 0.0%
Value ($000) $103 Shares 4,695 Est. Cost $15.67 Unrealized 0.0%
CHESAPEAKE ENERGY CORP COM 0.0%
Value ($000) $103 Shares 3,307 Est. Cost $31.15 Unrealized
YAHOO INC COM 0.0%
Value ($000) $102 Shares 2,915 Est. Cost $34.99 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $101 Shares 4,743 Est. Cost $14.28 Unrealized 0.0%
TRAVELERS COMPANIES INC 0.0%
Value ($000) $100 Shares 1,067 Est. Cost $93.72 Unrealized