APPLETON PARTNERS INC/MA Diversified Active

CIK: 0001055290 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 15, 2015

Total Value ($000): $439,873 (100.0% shares, 0.0% debt)

Holdings (200)

AAPL APPLE INC COM 4.8%
Value ($000) $21,218 Shares 192,366 Est. Cost $18.06 Unrealized +45.5%
V VISA INC COM CL A 2.9%
Value ($000) $12,947 Shares 185,853 Est. Cost $55.74 Unrealized +19.1%
HD HOME DEPOT INC COM 2.6%
Value ($000) $11,394 Shares 98,656 Est. Cost $57.18 Unrealized +58.2%
WFC WELLS FARGO & CO NEW COM 2.4%
Value ($000) $10,697 Shares 208,322 Est. Cost $28.00 Unrealized +46.7%
PANW PALO ALTO NETWORKS INC COM 2.3%
Value ($000) $10,313 Shares 59,957 Est. Cost $19.60 Unrealized +50.6%
JPM JPMORGAN CHASE & CO COM 2.0%
Value ($000) $8,837 Shares 144,933 Est. Cost $37.77 Unrealized +31.4%
WAB WABTEC CORP COM 1.9%
Value ($000) $8,566 Shares 97,287 Est. Cost $49.43 Unrealized +81.8%
PEP PEPSICO INC COM 1.9%
Value ($000) $8,200 Shares 86,959 Est. Cost $56.66 Unrealized +22.7%
IBB ISHARES TR NASDQ BIOTEC ETF 1.9%
Value ($000) $8,180 Shares 26,967 Est. Cost $158713.03 Unrealized
TMO THERMO FISHER SCIENTIFIC INC C 1.8%
Value ($000) $8,076 Shares 66,045 Est. Cost $115.15 Unrealized +9.7%
COST COSTCO WHSL CORP NEW COM 1.7%
Value ($000) $7,506 Shares 51,919 Est. Cost $88.10 Unrealized +35.8%
DIS DISNEY WALT CO COM DISNEY 1.7%
Value ($000) $7,465 Shares 73,043 Est. Cost $67.26 Unrealized +48.3%
C CITIGROUP INC COM NEW 1.6%
Value ($000) $7,204 Shares 145,206 Est. Cost $36.13 Unrealized +12.8%
JNJ JOHNSON & JOHNSON COM 1.6%
Value ($000) $7,124 Shares 76,320 Est. Cost $60.76 Unrealized +19.3%
EXPRESS SCRIPTS HOLDING COMPAN 1.6%
Value ($000) $7,008 Shares 86,566 Est. Cost $60101.50 Unrealized
AKAM AKAMAI TECHNOLOGIES COM 1.5%
Value ($000) $6,785 Shares 98,245 Est. Cost $54.83 Unrealized +31.5%
VZ VERIZON COMMUNICATIONS INC COM 1.5%
Value ($000) $6,778 Shares 155,790 Est. Cost $27.03 Unrealized -0.1%
GS GOLDMAN SACHS GROUP INC COM 1.5%
Value ($000) $6,765 Shares 38,933 Est. Cost $121.90 Unrealized +30.3%
AMT AMERICAN TOWER CORP NEW COM 1.5%
Value ($000) $6,528 Shares 74,194 Est. Cost $59.51 Unrealized +22.6%
META FACEBOOK INC CL A 1.5%
Value ($000) $6,525 Shares 72,584 Est. Cost $47.12 Unrealized +93.4%
PG PROCTER & GAMBLE CO COM 1.4%
Value ($000) $6,351 Shares 88,281 Est. Cost $55.57 Unrealized +1.4%
DELPHI AUTOMOTIVE PLC SHS 1.4%
Value ($000) $6,297 Shares 82,810 Est. Cost $69.61 Unrealized
SLB SCHLUMBERGER LTD COM 1.4%
Value ($000) $6,236 Shares 90,419 Est. Cost $53.53 Unrealized +10.1%
TJX TJX COS INC NEW COM 1.3%
Value ($000) $5,899 Shares 82,592 Est. Cost $20.95 Unrealized +44.8%
ROP ROPER TECHNOLOGIES INC COM 1.3%
Value ($000) $5,818 Shares 37,130 Est. Cost $113.55 Unrealized +36.7%
ABBV ABBVIE INC COM 1.3%
Value ($000) $5,704 Shares 104,828 Est. Cost $28.59 Unrealized +48.7%
XOM EXXON MOBIL CORP COM 1.3%
Value ($000) $5,580 Shares 75,056 Est. Cost $53.66 Unrealized -8.5%
GENERAL ELECTRIC CO COM 1.2%
Value ($000) $5,490 Shares 217,666 Est. Cost $21395.71 Unrealized
LMT LOCKHEED MARTIN CORP COM 1.2%
Value ($000) $5,132 Shares 24,753 Est. Cost $136.24 Unrealized +13.0%
APPLETON EQUITY GROWTH FUND 1.1%
Value ($000) $4,777 Shares 460,615 Est. Cost $8569.12 Unrealized
PNC PNC FINL SVCS GROUP INC COM 1.1%
Value ($000) $4,693 Shares 52,608 Est. Cost $63.37 Unrealized +6.8%
PYPL PAYPAL HLDGS INC COM 1.1%
Value ($000) $4,668 Shares 150,393 Est. Cost $35.85 Unrealized 0.0%
FHI FEDERATED INVS INC PA CL B 1.0%
Value ($000) $4,475 Shares 154,860 Est. Cost $20.69 Unrealized -4.2%
MDT MEDTRONIC PLC SHS 1.0%
Value ($000) $4,472 Shares 66,806 Est. Cost $58.00 Unrealized -1.8%
UNP UNION PAC CORP COM 1.0%
Value ($000) $4,426 Shares 50,062 Est. Cost $74.58 Unrealized -3.2%
ZTS ZOETIS INC CL A 1.0%
Value ($000) $4,240 Shares 102,952 Est. Cost $41.90 Unrealized +2.0%
NXPI NXP SEMICONDUCTORS N V COM 1.0%
Value ($000) $4,213 Shares 48,383 Est. Cost $90.88 Unrealized -11.9%
SBUX STARBUCKS CORP COM 0.9%
Value ($000) $4,148 Shares 72,980 Est. Cost $37.08 Unrealized +22.2%
MDLZ MONDELEZ INTL INC CL A 0.9%
Value ($000) $4,051 Shares 96,762 Est. Cost $23.43 Unrealized +45.3%
VFC V F CORP COM 0.9%
Value ($000) $4,017 Shares 58,885 Est. Cost $62.87 Unrealized +9.0%
ODFL OLD DOMINION FGHT LINES INC CO 0.9%
Value ($000) $3,848 Shares 63,075 Est. Cost $24.31 Unrealized -10.2%
ALLERGAN PLC SHS 0.9%
Value ($000) $3,842 Shares 14,135 Est. Cost $279.32 Unrealized
CERNER CORP COM 0.8%
Value ($000) $3,621 Shares 60,387 Est. Cost $48458.48 Unrealized
INTERCONTINENTAL HOTELS GROUP 0.8%
Value ($000) $3,537 Shares 102,128 Est. Cost $38.84 Unrealized
BAC BANK AMER CORP COM 0.8%
Value ($000) $3,459 Shares 221,988 Est. Cost $11.77 Unrealized +14.2%
STZ CONSTELLATION BRANDS INC CL A 0.8%
Value ($000) $3,360 Shares 26,834 Est. Cost $106.05 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.7%
Value ($000) $3,257 Shares 46,145 Est. Cost $47.82 Unrealized 0.0%
MSFT MICROSOFT CORP COM 0.7%
Value ($000) $3,235 Shares 73,080 Est. Cost $30.21 Unrealized +28.8%
EBAY EBAY INC COM 0.7%
Value ($000) $3,076 Shares 125,842 Est. Cost $20.67 Unrealized +15.8%
PRICELINE GRP INC COM NEW 0.7%
Value ($000) $2,966 Shares 2,398 Est. Cost $754026.90 Unrealized
ILMN ILLUMINA INC COM 0.7%
Value ($000) $2,963 Shares 16,852 Est. Cost $193.51 Unrealized +4.5%
MCD MCDONALDS CORP COM 0.7%
Value ($000) $2,961 Shares 30,056 Est. Cost $72.12 Unrealized +4.5%
CCL CARNIVAL CORP PAIRED CTF 0.7%
Value ($000) $2,952 Shares 59,395 Est. Cost $40.92 Unrealized +7.6%
VRSN VERISIGN INC COM 0.7%
Value ($000) $2,903 Shares 41,137 Est. Cost $48.07 Unrealized +40.5%
ICE INTERCONTINENTAL EXCHANGE INC 0.7%
Value ($000) $2,867 Shares 12,200 Est. Cost $40.24 Unrealized +0.7%
EOG EOG RES INC COM 0.6%
Value ($000) $2,835 Shares 38,941 Est. Cost $65.50 Unrealized -12.8%
ECL ECOLAB INC COM 0.6%
Value ($000) $2,740 Shares 24,969 Est. Cost $75.51 Unrealized +32.2%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $2,694 Shares 4,220 Est. Cost $31.95 Unrealized 0.0%
DU PONT E I DE NEMOURS & CO CO 0.6%
Value ($000) $2,622 Shares 54,407 Est. Cost $50224.02 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.6%
Value ($000) $2,507 Shares 11,255 Est. Cost $73.07 Unrealized +8.9%
TE CONNECTIVITY LTD REG SHS 0.5%
Value ($000) $2,399 Shares 40,052 Est. Cost $69.70 Unrealized
NTRS NORTHERN TR CORP COM 0.5%
Value ($000) $2,292 Shares 33,631 Est. Cost $53.72 Unrealized +3.4%
AMGN AMGEN INC COM 0.5%
Value ($000) $2,222 Shares 16,067 Est. Cost $87.15 Unrealized +33.4%
CL COLGATE PALMOLIVE CO COM 0.5%
Value ($000) $2,173 Shares 34,248 Est. Cost $44.38 Unrealized +15.6%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $2,123 Shares 3,489 Est. Cost $30.50 Unrealized 0.0%
ABT ABBOTT LABS COM 0.4%
Value ($000) $1,862 Shares 46,287 Est. Cost $30.02 Unrealized +29.3%
CVS CVS HEALTH CORP COM 0.4%
Value ($000) $1,827 Shares 18,937 Est. Cost $60.84 Unrealized +27.9%
COP CONOCOPHILLIPS COM 0.4%
Value ($000) $1,798 Shares 37,495 Est. Cost $42.32 Unrealized -13.0%
ACN ACCENTURE PLC IRELAND SHS CLAS 0.4%
Value ($000) $1,759 Shares 17,900 Est. Cost $75.28 Unrealized +11.3%
APH AMPHENOL CORP NEW CL A 0.4%
Value ($000) $1,748 Shares 34,298 Est. Cost $10.01 Unrealized +21.5%
URI UNITED RENTALS INC COM 0.4%
Value ($000) $1,702 Shares 28,347 Est. Cost $103.59 Unrealized -35.1%
PRAXAIR INC COM 0.4%
Value ($000) $1,548 Shares 15,197 Est. Cost $102705.39 Unrealized
INTC INTEL CORP COM 0.3%
Value ($000) $1,526 Shares 50,641 Est. Cost $17.76 Unrealized +27.4%
QRVO QORVO INC COM 0.3%
Value ($000) $1,520 Shares 33,741 Est. Cost $73.20 Unrealized -17.6%
MRK MERCK & CO INC NEW COM 0.3%
Value ($000) $1,427 Shares 28,897 Est. Cost $33.45 Unrealized +14.8%
KO COCA COLA CO COM 0.3%
Value ($000) $1,373 Shares 34,231 Est. Cost $27.83 Unrealized +3.6%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $1,373 Shares 52,316 Est. Cost $15.34 Unrealized +27.6%
PFE PFIZER INC COM 0.3%
Value ($000) $1,357 Shares 43,216 Est. Cost $17.35 Unrealized +18.8%
IAC INTERACTIVECORP COM PAR $. 0.3%
Value ($000) $1,344 Shares 20,595 Est. Cost $66.94 Unrealized
CHICAGO BRIDGE & IRON CO N V C 0.3%
Value ($000) $1,342 Shares 33,838 Est. Cost $57046.65 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.3%
Value ($000) $1,324 Shares 22,372 Est. Cost $30.66 Unrealized +45.3%
VOD VODAFONE GROUP PLC NEW SPNSR A 0.3%
Value ($000) $1,318 Shares 41,533 Est. Cost $35.20 Unrealized
PEOPLES S&P MIDCAP INDEX FD DR 0.3%
Value ($000) $1,317 Shares 36,889 Est. Cost $22606.43 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.3%
Value ($000) $1,288 Shares 14,010 Est. Cost $23821.28 Unrealized
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $1,203 Shares 15,246 Est. Cost $70.94 Unrealized -24.1%
BIIB BIOGEN INC COM 0.3%
Value ($000) $1,191 Shares 4,081 Est. Cost $394.31 Unrealized -16.2%
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $1,177 Shares 11,987 Est. Cost $58.77 Unrealized +31.9%
MMM 3M CO COM 0.3%
Value ($000) $1,142 Shares 8,056 Est. Cost $66.26 Unrealized +32.1%
BRK/B BERKSHIRE HATHAWAY INC CL B NE 0.3%
Value ($000) $1,103 Shares 8,457 Est. Cost $112.71 Unrealized +21.5%
TRUST FOR PROFESSIONAL MNGRS C 0.2%
Value ($000) $1,074 Shares 114,021 Est. Cost $10.86 Unrealized
SMG SCOTTS MIRACLE GRO CO CL A 0.2%
Value ($000) $1,063 Shares 17,478 Est. Cost $30.32 Unrealized +45.2%
CHD CHURCH & DWIGHT INC COM 0.2%
Value ($000) $1,061 Shares 12,651 Est. Cost $26.18 Unrealized +42.8%
BBH FD INC CORE SELE CL N 0.2%
Value ($000) $1,011 Shares 47,730 Est. Cost $17835.74 Unrealized
MDIJX MFS SER TR X INTL DIVERS I 0.2%
Value ($000) $951 Shares 62,726 Est. Cost $13129.19 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $928 Shares 11,547 Est. Cost $56.68 Unrealized +12.7%
UAA UNDER ARMOUR INC CL A 0.2%
Value ($000) $919 Shares 9,492 Est. Cost $41.55 Unrealized +14.4%
VNQ VANGUARD INDEX FDS REIT ETF 0.2%
Value ($000) $895 Shares 11,852 Est. Cost $75.30 Unrealized
CELGENE CORP COM 0.2%
Value ($000) $885 Shares 8,186 Est. Cost $37028.89 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $873 Shares 9,216 Est. Cost $61.65 Unrealized +18.9%
UNITED TECHNOLOGIES CORP COM 0.2%
Value ($000) $860 Shares 9,664 Est. Cost $72351.16 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.2%
Value ($000) $856 Shares 14,236 Est. Cost $42.17 Unrealized 0.0%
PUTNAM FDS TR SPECTRM A SHAR 0.2%
Value ($000) $855 Shares 25,031 Est. Cost $15248.90 Unrealized
VSIAX VANGUARD BD INDEX FD INC SMCP 0.2%
Value ($000) $848 Shares 20,375 Est. Cost $42.01 Unrealized
PRGO PERRIGO CO PLC SHS 0.2%
Value ($000) $825 Shares 5,248 Est. Cost $146.25 Unrealized +25.4%
T AT&T INC COM 0.2%
Value ($000) $797 Shares 24,471 Est. Cost $11.38 Unrealized +7.8%
DVRIX MFS SER TR XV DVRS TGT RTN I 0.2%
Value ($000) $787 Shares 76,427 Est. Cost $10.30 Unrealized
SVAIX FEDERATED EQUITY FDS STRG VAL 0.2%
Value ($000) $772 Shares 136,079 Est. Cost $3139.77 Unrealized
SCHRODER SER TR EMRGMKT EQ ADV 0.2%
Value ($000) $755 Shares 69,041 Est. Cost $6736.22 Unrealized
TV GRUPO TELEVISA SA SPON ADR REP 0.2%
Value ($000) $745 Shares 28,615 Est. Cost $35.16 Unrealized
NKE NIKE INC CL B 0.2%
Value ($000) $727 Shares 5,916 Est. Cost $41.51 Unrealized +19.5%
PMYYX PUTNAM FDS TR MLTCP CORE Y 0.2%
Value ($000) $721 Shares 44,162 Est. Cost $16.33 Unrealized
HSLYX HARTFORD-FORTIS SER FD INC SMC 0.2%
Value ($000) $695 Shares 14,104 Est. Cost $48.94 Unrealized
CAT CATERPILLAR INC DEL COM 0.2%
Value ($000) $677 Shares 10,359 Est. Cost $61.87 Unrealized -4.5%
PCGYX PUTNAM CONV INCOME GROWTH TR C 0.1%
Value ($000) $658 Shares 29,215 Est. Cost $17935.27 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $649 Shares 13,099 Est. Cost $35.37 Unrealized +3.8%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $645 Shares 5,058 Est. Cost $97.74 Unrealized +0.7%
NRFYX NATIXIS FDS TR IV AEW REAL EST 0.1%
Value ($000) $622 Shares 39,941 Est. Cost $14.20 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $609 Shares 4,650 Est. Cost $100.31 Unrealized +22.9%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $598 Shares 8,947 Est. Cost $39.45 Unrealized +10.1%
IBM INTERNATIONAL BUSINESS MACHS C 0.1%
Value ($000) $589 Shares 4,065 Est. Cost $115.52 Unrealized -17.5%
FGFLX FEDERATED WORLD INVT SER INC F 0.1%
Value ($000) $588 Shares 19,137 Est. Cost $18743.14 Unrealized
HILYX HARTFORD MUT FDS INC INTL VALU 0.1%
Value ($000) $585 Shares 42,109 Est. Cost $14.86 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $543 Shares 6,485 Est. Cost $59.09 Unrealized +19.2%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $539 Shares 7,831 Est. Cost $79.57 Unrealized -2.9%
RAYTHEON CO COM NEW 0.1%
Value ($000) $539 Shares 4,931 Est. Cost $45770.94 Unrealized
CHUBB CORP COM 0.1%
Value ($000) $516 Shares 4,210 Est. Cost $102.61 Unrealized
VFIAX VANGUARD INDEX FDS 500INDEX AD 0.1%
Value ($000) $515 Shares 2,905 Est. Cost $177.28 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $510 Shares 12,500 Est. Cost $40.80 Unrealized
DOW CHEM CO COM 0.1%
Value ($000) $505 Shares 11,917 Est. Cost $50.25 Unrealized
BNS BANK N S HALIFAX COM 0.1%
Value ($000) $502 Shares 11,388 Est. Cost $30.41 Unrealized -9.0%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $501 Shares 4,589 Est. Cost $94.67 Unrealized 0.0%
PRECISION CASTPARTS CORP COM 0.1%
Value ($000) $496 Shares 2,159 Est. Cost $18573.64 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $494 Shares 11,054 Est. Cost $28.75 Unrealized -1.5%
PPG PPG INDS INC COM 0.1%
Value ($000) $488 Shares 5,566 Est. Cost $79.79 Unrealized +5.8%
HAL HALLIBURTON CO COM 0.1%
Value ($000) $483 Shares 13,661 Est. Cost $38.31 Unrealized -16.0%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $479 Shares 8,803 Est. Cost $18.64 Unrealized +44.9%
NSC NORFOLK SOUTHERN CORP COM 0.1%
Value ($000) $478 Shares 6,260 Est. Cost $69.45 Unrealized -6.2%
OHI OMEGA HEALTHCARE INVS INC COM 0.1%
Value ($000) $462 Shares 13,132 Est. Cost $39.95 Unrealized
DUNKIN BRANDS GROUP INC COM 0.1%
Value ($000) $453 Shares 9,237 Est. Cost $37983.36 Unrealized
BLACKROCK INC COM 0.1%
Value ($000) $453 Shares 1,522 Est. Cost $297.63 Unrealized
LINKEDIN CORP COM CL A 0.1%
Value ($000) $441 Shares 2,317 Est. Cost $178300.12 Unrealized
D DOMINION RES INC VA NEW COM 0.1%
Value ($000) $432 Shares 6,145 Est. Cost $44.75 Unrealized +0.4%
ACE LTD SHS 0.1%
Value ($000) $431 Shares 4,170 Est. Cost $103.36 Unrealized
CSL CARLISLE COS INC COM 0.1%
Value ($000) $428 Shares 4,900 Est. Cost $55.89 Unrealized +56.8%
STERICYCLE INC COM 0.1%
Value ($000) $420 Shares 3,015 Est. Cost $110429.96 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $418 Shares 5,076 Est. Cost $52.93 Unrealized +29.1%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $407 Shares 4,129 Est. Cost $69.46 Unrealized -2.4%
BR BROADRIDGE FINL SOLUTIONS INC 0.1%
Value ($000) $406 Shares 7,329 Est. Cost $44.46 Unrealized +0.8%
TEVA TEVA PHARMACEUTICAL INDS LTD A 0.1%
Value ($000) $401 Shares 7,103 Est. Cost $33565.14 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $390 Shares 2 Est. Cost $165023.42 Unrealized +24.8%
WHOLE FOODS MKT INC COM 0.1%
Value ($000) $381 Shares 12,050 Est. Cost $43476.89 Unrealized
E M C CORP MASS COM 0.1%
Value ($000) $377 Shares 15,595 Est. Cost $11384.65 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $373 Shares 4,741 Est. Cost $47.84 Unrealized +22.6%
OAKIX HARRIS ASSOC INVT TR OAKMARK I 0.1%
Value ($000) $366 Shares 17,138 Est. Cost $21.36 Unrealized
EIFGX EATON VANCE GROWTH TR FCS GRW 0.1%
Value ($000) $364 Shares 24,870 Est. Cost $14.64 Unrealized
MCGRAW HILL FINL INC COM 0.1%
Value ($000) $364 Shares 4,210 Est. Cost $30990.01 Unrealized
JOHNSON CTLS INC COM 0.1%
Value ($000) $364 Shares 8,805 Est. Cost $41.34 Unrealized
ICEIX IVY FD INTL COR EQT I 0.1%
Value ($000) $359 Shares 22,271 Est. Cost $16.12 Unrealized
KLCIX FEDERATED EQUITY FDS KAUFMN L/ 0.1%
Value ($000) $357 Shares 19,671 Est. Cost $18.15 Unrealized
CONTINENTAL RESOURCES INC COM 0.1%
Value ($000) $356 Shares 12,283 Est. Cost $43670.42 Unrealized
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $339 Shares 4,418 Est. Cost $62.30 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO COM 0.1%
Value ($000) $331 Shares 8,700 Est. Cost $33.84 Unrealized -3.3%
EITVX EATON VANCE MUT FDS TR TX MNG 0.1%
Value ($000) $320 Shares 14,918 Est. Cost $20780.53 Unrealized
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $319 Shares 11,526 Est. Cost $22.70 Unrealized -13.9%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $317 Shares 7,725 Est. Cost $29.81 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $317 Shares 4,408 Est. Cost $42.79 Unrealized +10.3%
GWW GRAINGER W W INC COM 0.1%
Value ($000) $310 Shares 1,441 Est. Cost $202.67 Unrealized -6.2%
WALGREENS BOOTS ALLIANCE INC C 0.1%
Value ($000) $302 Shares 3,630 Est. Cost $78.46 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $301 Shares 8,322 Est. Cost $33.88 Unrealized -2.8%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $295 Shares 577 Est. Cost $18.29 Unrealized +38.2%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $294 Shares 5,910 Est. Cost $40.84 Unrealized 0.0%
YAFFX AMG FDS YACKTMAN FOC SVC 0.1%
Value ($000) $292 Shares 12,628 Est. Cost $26.32 Unrealized
NUE NUCOR CORP COM 0.1%
Value ($000) $289 Shares 7,705 Est. Cost $33.94 Unrealized -1.2%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $286 Shares 3,604 Est. Cost $48.90 Unrealized 0.0%
ROYAL DUTCH SHELL PLC SPON ADR 0.1%
Value ($000) $280 Shares 5,895 Est. Cost $47.50 Unrealized
APACHE CORP COM 0.1%
Value ($000) $280 Shares 7,143 Est. Cost $93.87 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF U 0.1%
Value ($000) $276 Shares 1,700 Est. Cost $114571.83 Unrealized
RACKSPACE HOSTING INC COM 0.1%
Value ($000) $273 Shares 11,060 Est. Cost $51.58 Unrealized
OXY OCCIDENTAL PETE CORP DEL COM 0.1%
Value ($000) $273 Shares 4,133 Est. Cost $55.30 Unrealized -7.2%
DHR DANAHER CORP DEL COM 0.1%
Value ($000) $273 Shares 3,200 Est. Cost $36.01 Unrealized 0.0%
CSX CSX CORP COM 0.1%
Value ($000) $269 Shares 10,002 Est. Cost $6.76 Unrealized +23.7%
HARRIS CORP DEL COM 0.1%
Value ($000) $265 Shares 3,629 Est. Cost $73.02 Unrealized
HDGIX HARTFORD MUT FDS INC DIV & GWT 0.1%
Value ($000) $263 Shares 11,424 Est. Cost $23409.49 Unrealized
WMT WAL-MART STORES INC COM 0.1%
Value ($000) $258 Shares 3,981 Est. Cost $20.24 Unrealized -6.5%
CWGFX CAPITAL WORLD GROWTH & INCOME 0.1%
Value ($000) $250 Shares 5,867 Est. Cost $39271.01 Unrealized
RLI RLI CORP COM 0.1%
Value ($000) $249 Shares 4,650 Est. Cost $15.40 Unrealized +20.7%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $239 Shares 2,400 Est. Cost $72.75 Unrealized +11.8%
CIMAREX ENERGY CO COM 0.1%
Value ($000) $237 Shares 2,310 Est. Cost $105.97 Unrealized
CLX CLOROX CO DEL COM 0.1%
Value ($000) $231 Shares 2,002 Est. Cost $80.03 Unrealized +4.8%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $210 Shares 4,026 Est. Cost $34.80 Unrealized 0.0%
KELLOGG CO COM 0.0%
Value ($000) $210 Shares 3,150 Est. Cost $43.28 Unrealized 0.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $204 Shares 3,635 Est. Cost $39.98 Unrealized 0.0%
NMPAX COLUMBIA FDS SER TR MIDCAP IND 0.0%
Value ($000) $204 Shares 14,086 Est. Cost $15.44 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $203 Shares 3,953 Est. Cost $46.51 Unrealized 0.0%
NEXTX SHELTON FDS GREEN ALPHA FD 0.0%
Value ($000) $198 Shares 15,302 Est. Cost $14.83 Unrealized
PARATEK PHARMACEUTICALS INC CO 0.0%
Value ($000) $192 Shares 10,109 Est. Cost $38.55 Unrealized
VTMGX VANGUARD TAX MANAGED INTL FD D 0.0%
Value ($000) $167 Shares 14,592 Est. Cost $11.44 Unrealized
ARCC ARES CAP CORP COM 0.0%
Value ($000) $157 Shares 10,815 Est. Cost $5.72 Unrealized +1.5%
MANNING & NAPIER FD INC NEW WO 0.0%
Value ($000) $132 Shares 20,125 Est. Cost $8040.15 Unrealized
FLL FULL HOUSE RESORTS INC COM 0.0%
Value ($000) $28 Shares 19,275 Est. Cost $1.55 Unrealized -3.1%