Chesley Taft & Associates LLC Diversified Active

CIK: 0001164632 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 9, 2016

Total Value ($000): $951,770 (100.0% shares, 0.0% debt)

Holdings (246)

General Electric Corporation 2.9%
Value ($000) $27,692 Shares 888,997 Est. Cost $23.30 Unrealized
GOOG Alphabet Inc. Cl C 2.6%
Value ($000) $24,380 Shares 32,126 Est. Cost $35.61 Unrealized 0.0%
PEP Pepsico Inc 2.5%
Value ($000) $23,333 Shares 233,514 Est. Cost $56.22 Unrealized +30.7%
DIS Walt Disney Co. 2.4%
Value ($000) $22,816 Shares 217,125 Est. Cost $64.95 Unrealized +57.4%
Celgene Corporation 2.4%
Value ($000) $22,421 Shares 187,214 Est. Cost $88.53 Unrealized
XOM Exxon Mobil Corp 2.2%
Value ($000) $21,176 Shares 271,661 Est. Cost $53.42 Unrealized -3.8%
Express Scripts Holding Co. 2.2%
Value ($000) $21,063 Shares 240,971 Est. Cost $65.63 Unrealized
JNJ Johnson & Johnson Co. 2.2%
Value ($000) $20,870 Shares 203,177 Est. Cost $59.76 Unrealized +27.1%
MSFT Microsoft Corp 2.0%
Value ($000) $19,401 Shares 349,695 Est. Cost $32.21 Unrealized +42.6%
ACN Accenture PLC 1.9%
Value ($000) $17,611 Shares 168,531 Est. Cost $63.81 Unrealized +41.0%
AAPL Apple Computer Inc. 1.8%
Value ($000) $17,032 Shares 161,805 Est. Cost $20.45 Unrealized +25.8%
IJR iShares Core S&P SmallCap 1.7%
Value ($000) $16,076 Shares 146,000 Est. Cost $96.31 Unrealized
WFC Wells Fargo & Co. 1.6%
Value ($000) $15,644 Shares 287,794 Est. Cost $35.03 Unrealized +16.6%
EFA iShares Tr MSCI EAFE Index 1.6%
Value ($000) $15,356 Shares 261,515 Est. Cost $58.72 Unrealized
HON Honeywell International 1.6%
Value ($000) $15,088 Shares 145,678 Est. Cost $54.39 Unrealized +36.6%
Walgreens Boots Alliance, Inc. 1.6%
Value ($000) $14,945 Shares 175,501 Est. Cost $76.20 Unrealized
ABT Abbott Laboratories 1.5%
Value ($000) $14,376 Shares 320,107 Est. Cost $28.94 Unrealized +26.3%
3M Company 1.4%
Value ($000) $13,663 Shares 90,698 Est. Cost $110.33 Unrealized
ECL Ecolab Inc. 1.4%
Value ($000) $13,173 Shares 115,173 Est. Cost $73.48 Unrealized +43.2%
CVS CVS Caremark Corp 1.2%
Value ($000) $11,737 Shares 120,046 Est. Cost $48.07 Unrealized +51.0%
NSRGY Nestle SA-Sponsored ADR 1.2%
Value ($000) $11,730 Shares 157,616 Est. Cost $65.78 Unrealized
IJH iShares Core S&P MidCap 1.2%
Value ($000) $10,998 Shares 78,939 Est. Cost $115.92 Unrealized
ITW Illinois Tool Works Inc. 1.1%
Value ($000) $10,756 Shares 116,060 Est. Cost $50.24 Unrealized +42.1%
PM Philip Morris International, I 1.1%
Value ($000) $10,743 Shares 122,209 Est. Cost $49.81 Unrealized +5.0%
GILD Gilead Sciences, Inc. 1.1%
Value ($000) $10,680 Shares 105,541 Est. Cost $44.97 Unrealized +62.1%
SYK Stryker Corporation 1.1%
Value ($000) $10,598 Shares 114,034 Est. Cost $56.92 Unrealized +49.7%
SPY SPDR S&P 500 ETF Trust 1.1%
Value ($000) $10,447 Shares 51,242 Est. Cost $167.04 Unrealized
INTC Intel Corporation 1.1%
Value ($000) $10,417 Shares 302,385 Est. Cost $17.17 Unrealized +55.2%
MET MetLife, Inc. 1.1%
Value ($000) $10,369 Shares 215,084 Est. Cost $30.49 Unrealized +2.3%
VEU Vanguard FTSE All-World Ex-US 1.1%
Value ($000) $10,185 Shares 234,619 Est. Cost $43.41 Unrealized
KHC Kraft Heinz Company/The 1.0%
Value ($000) $9,929 Shares 136,466 Est. Cost $47.82 Unrealized -1.6%
KO Coca Cola Company 1.0%
Value ($000) $9,736 Shares 226,639 Est. Cost $27.87 Unrealized +10.7%
AMZN Amazon.com, Inc. 1.0%
Value ($000) $9,655 Shares 14,285 Est. Cost $13.58 Unrealized +132.2%
SBUX Starbucks Corp 1.0%
Value ($000) $9,456 Shares 157,513 Est. Cost $32.56 Unrealized +51.7%
AMGN Amgen, Inc. 1.0%
Value ($000) $9,398 Shares 57,897 Est. Cost $94.25 Unrealized +23.6%
PFE Pfizer, Inc 1.0%
Value ($000) $9,336 Shares 289,212 Est. Cost $16.47 Unrealized +23.7%
DHR Danaher Corporation 1.0%
Value ($000) $9,336 Shares 100,520 Est. Cost $32.16 Unrealized +18.8%
MCK McKesson Corporation 1.0%
Value ($000) $9,207 Shares 46,684 Est. Cost $101.92 Unrealized +71.2%
VZ Verizon Communications 1.0%
Value ($000) $9,114 Shares 197,179 Est. Cost $26.51 Unrealized +1.6%
ORCL Oracle Systems Corporation 0.9%
Value ($000) $8,314 Shares 227,592 Est. Cost $28.26 Unrealized +16.1%
CHD Church & Dwight Company, Inc. 0.9%
Value ($000) $8,185 Shares 96,432 Est. Cost $26.18 Unrealized +43.3%
TMO Thermo Fisher Scientific, Inc. 0.8%
Value ($000) $8,042 Shares 56,693 Est. Cost $81.71 Unrealized +58.5%
CTSH Cognizant Technology Solutions 0.8%
Value ($000) $7,976 Shares 132,881 Est. Cost $37.14 Unrealized +53.8%
UNP Union Pacific Corp 0.8%
Value ($000) $7,868 Shares 100,620 Est. Cost $65.91 Unrealized +3.6%
GOOGL Alphabet Inc. Cl A 0.8%
Value ($000) $7,348 Shares 9,444 Est. Cost $36.73 Unrealized 0.0%
AXP American Express 0.7%
Value ($000) $6,456 Shares 92,828 Est. Cost $69.04 Unrealized -8.9%
MA MasterCard, Inc. 0.6%
Value ($000) $6,176 Shares 63,435 Est. Cost $71.99 Unrealized +28.1%
MDY SPDR S&P Midcap 400 ETF TR 0.6%
Value ($000) $6,162 Shares 24,255 Est. Cost $213.71 Unrealized
COST Costco Wholesale Corp. 0.6%
Value ($000) $6,062 Shares 37,537 Est. Cost $88.85 Unrealized +49.5%
E I DuPont De Nemours & Co 0.6%
Value ($000) $6,060 Shares 90,997 Est. Cost $59.43 Unrealized
FedEx Corp 0.6%
Value ($000) $5,963 Shares 40,024 Est. Cost $148.99 Unrealized
ABBV AbbVie Inc. 0.6%
Value ($000) $5,953 Shares 100,484 Est. Cost $27.16 Unrealized +39.8%
PYPL PayPal Holdings, Inc. 0.6%
Value ($000) $5,942 Shares 164,155 Est. Cost $35.85 Unrealized -1.8%
APH Amphenol Corp CL A 0.6%
Value ($000) $5,876 Shares 112,493 Est. Cost $10.02 Unrealized +21.1%
JPM J P Morgan Chase & Co 0.6%
Value ($000) $5,836 Shares 88,379 Est. Cost $36.24 Unrealized +37.1%
V Visa Inc. 0.6%
Value ($000) $5,581 Shares 71,964 Est. Cost $57.03 Unrealized +26.5%
NKE Nike Inc 0.6%
Value ($000) $5,552 Shares 88,834 Est. Cost $44.92 Unrealized +26.2%
IGSB iShares Tr Barclays 1-3 Year 0.6%
Value ($000) $5,531 Shares 52,881 Est. Cost $104.59 Unrealized
Stericycle Inc. 0.6%
Value ($000) $5,376 Shares 44,580 Est. Cost $110.47 Unrealized
Regeneron Pharmaceuticals, Inc 0.6%
Value ($000) $5,292 Shares 9,749 Est. Cost $224.88 Unrealized
NVS Novartis AG 0.5%
Value ($000) $5,234 Shares 60,836 Est. Cost $71.74 Unrealized
NTRS Northern Trust Corp 0.5%
Value ($000) $5,125 Shares 71,086 Est. Cost $41.80 Unrealized +30.7%
NXPI NXP Semiconductors NV 0.5%
Value ($000) $5,020 Shares 59,580 Est. Cost $56.36 Unrealized +34.9%
ICE IntercontinentalExchange Group 0.5%
Value ($000) $4,964 Shares 19,370 Est. Cost $35.28 Unrealized +25.2%
IBM International Business Machine 0.5%
Value ($000) $4,891 Shares 35,539 Est. Cost $104.19 Unrealized -16.0%
IBB iShares Nasdaq Biotechnology I 0.5%
Value ($000) $4,851 Shares 14,339 Est. Cost $178.56 Unrealized
Plum Creek Timber Company, Inc 0.5%
Value ($000) $4,758 Shares 99,702 Est. Cost $43.11 Unrealized
CVX Chevron Corp 0.5%
Value ($000) $4,597 Shares 51,106 Est. Cost $71.30 Unrealized -18.0%
Allergan plc 0.5%
Value ($000) $4,452 Shares 14,246 Est. Cost $302.99 Unrealized
Towers Watson & Company 0.4%
Value ($000) $4,031 Shares 31,380 Est. Cost $82.26 Unrealized
EMC Corporation 0.4%
Value ($000) $3,999 Shares 155,708 Est. Cost $23.62 Unrealized
MCD McDonalds Corp 0.4%
Value ($000) $3,776 Shares 31,965 Est. Cost $72.08 Unrealized +21.0%
Blackrock Inc 0.4%
Value ($000) $3,754 Shares 11,023 Est. Cost $278.03 Unrealized
PG Procter & Gamble Co 0.4%
Value ($000) $3,742 Shares 47,120 Est. Cost $55.06 Unrealized +5.2%
MUB iShares S&P National AMT-Free 0.4%
Value ($000) $3,725 Shares 33,650 Est. Cost $110.70 Unrealized
SLB Schlumberger Ltd 0.4%
Value ($000) $3,667 Shares 52,570 Est. Cost $53.70 Unrealized +4.5%
UNH UnitedHealth Group, Inc. 0.4%
Value ($000) $3,662 Shares 31,126 Est. Cost $101.20 Unrealized -1.9%
MRK Merck & Co., Inc. 0.4%
Value ($000) $3,579 Shares 67,754 Est. Cost $30.84 Unrealized +19.2%
VNQ Vanguard REIT 0.4%
Value ($000) $3,553 Shares 44,560 Est. Cost $72.21 Unrealized
CRM Salesforce Com Inc. 0.4%
Value ($000) $3,529 Shares 45,014 Est. Cost $44.09 Unrealized +75.0%
BUD Anheuser-Busch InBev NV ADR 0.4%
Value ($000) $3,509 Shares 28,074 Est. Cost $110.94 Unrealized
META Facebook, Inc. 0.4%
Value ($000) $3,501 Shares 33,450 Est. Cost $32.54 Unrealized +213.5%
JPMorgan Chase & Co Alerian ML 0.4%
Value ($000) $3,358 Shares 115,903 Est. Cost $28.97 Unrealized
TSCO Tractor Supply Company 0.3%
Value ($000) $3,240 Shares 37,900 Est. Cost $10.20 Unrealized +49.0%
FISV Fiserv Inc. 0.3%
Value ($000) $3,237 Shares 35,395 Est. Cost $24.40 Unrealized +92.5%
AGG iShares Core Total US Bond Mar 0.3%
Value ($000) $3,179 Shares 29,437 Est. Cost $107.99 Unrealized
GIS General Mills Inc. 0.3%
Value ($000) $3,122 Shares 54,145 Est. Cost $32.01 Unrealized +26.4%
PRGO Perrigo Co Plc (New) 0.3%
Value ($000) $2,831 Shares 19,562 Est. Cost $164.53 Unrealized -6.5%
T AT&T Inc. 0.3%
Value ($000) $2,799 Shares 81,335 Est. Cost $11.49 Unrealized +8.2%
JLL Jones Lang Lasalle Inc. 0.3%
Value ($000) $2,685 Shares 16,795 Est. Cost $147.35 Unrealized +4.9%
ADP Automatic Data Processing 0.3%
Value ($000) $2,654 Shares 31,330 Est. Cost $47.55 Unrealized +45.4%
APD Air Products & Chemicals Inc. 0.3%
Value ($000) $2,637 Shares 20,265 Est. Cost $63.29 Unrealized +54.8%
Praxair Inc 0.3%
Value ($000) $2,548 Shares 24,884 Est. Cost $115.23 Unrealized
LOW Lowes Companies Inc. 0.3%
Value ($000) $2,522 Shares 33,170 Est. Cost $32.60 Unrealized +89.3%
VTI Vanguard Total Stock Market VI 0.3%
Value ($000) $2,501 Shares 23,980 Est. Cost $85.29 Unrealized
PFF iShares U.S. Preferred Stock 0.3%
Value ($000) $2,497 Shares 64,275 Est. Cost $38.85 Unrealized
QCOM Qualcomm Inc. 0.3%
Value ($000) $2,473 Shares 49,477 Est. Cost $45.06 Unrealized -11.2%
OMC Omnicom Group Inc. 0.3%
Value ($000) $2,426 Shares 32,062 Est. Cost $40.82 Unrealized +27.4%
IGIB iShares Intermediate Credit Bo 0.3%
Value ($000) $2,408 Shares 22,450 Est. Cost $107.26 Unrealized
VB Vanguard Small-Cap ETF 0.2%
Value ($000) $2,174 Shares 19,653 Est. Cost $97.17 Unrealized
TJX TJX Companies Inc. 0.2%
Value ($000) $2,098 Shares 29,590 Est. Cost $21.19 Unrealized +45.8%
GD General Dynamics Corp 0.2%
Value ($000) $2,067 Shares 15,050 Est. Cost $106.49 Unrealized +7.6%
VTIP Vanguard Short-Term Inflation 0.2%
Value ($000) $2,007 Shares 41,500 Est. Cost $48.36 Unrealized
SHW Sherwin Williams Co 0.2%
Value ($000) $1,947 Shares 7,500 Est. Cost $53.48 Unrealized +47.2%
BIIB Biogen IDEC, Inc. 0.2%
Value ($000) $1,940 Shares 6,332 Est. Cost $327.39 Unrealized -12.2%
United Technologies Corp 0.2%
Value ($000) $1,901 Shares 19,785 Est. Cost $98.51 Unrealized
EEM iShares MSCI Emerging Markets 0.2%
Value ($000) $1,888 Shares 58,644 Est. Cost $32.19 Unrealized
ORLY O'Reilly Automotive, Inc. 0.2%
Value ($000) $1,828 Shares 7,215 Est. Cost $11.82 Unrealized +46.7%
KMB Kimberly-Clark Corp 0.2%
Value ($000) $1,763 Shares 13,850 Est. Cost $63.75 Unrealized +33.3%
EMR Emerson Electric Co. 0.2%
Value ($000) $1,692 Shares 35,365 Est. Cost $40.14 Unrealized -9.0%
WELL Welltower, Inc. 0.2%
Value ($000) $1,667 Shares 24,502 Est. Cost $44.80 Unrealized -1.1%
IVV iShares S&P 500 Index Fund 0.2%
Value ($000) $1,663 Shares 8,116 Est. Cost $174.62 Unrealized
SPDR Barclays Capital Short Te 0.2%
Value ($000) $1,659 Shares 68,100 Est. Cost $24.36 Unrealized
NEE Nextera Energy, Inc. 0.2%
Value ($000) $1,605 Shares 15,449 Est. Cost $14.24 Unrealized +36.9%
BND Vanguard Total Bond Market Fun 0.2%
Value ($000) $1,589 Shares 19,673 Est. Cost $80.77 Unrealized
ROP Roper Industries Inc New 0.2%
Value ($000) $1,522 Shares 8,020 Est. Cost $115.47 Unrealized +49.3%
IWR iShares Russell Midcap Index F 0.2%
Value ($000) $1,522 Shares 9,499 Est. Cost $130.28 Unrealized
SNA Snap-on Incorporated 0.2%
Value ($000) $1,475 Shares 8,605 Est. Cost $96.94 Unrealized +35.0%
CBOE Holdings, Inc. 0.2%
Value ($000) $1,452 Shares 22,375 Est. Cost $46.65 Unrealized
Isle of Capri Casinos, Inc. 0.1%
Value ($000) $1,408 Shares 101,101 Est. Cost $7.51 Unrealized
PANW Palo Alto Networks, Inc. 0.1%
Value ($000) $1,401 Shares 7,955 Est. Cost $19.08 Unrealized +51.2%
HD Home Depot Inc. 0.1%
Value ($000) $1,327 Shares 10,035 Est. Cost $57.17 Unrealized +74.9%
CL Colgate Palmolive Company 0.1%
Value ($000) $1,319 Shares 19,797 Est. Cost $45.51 Unrealized +15.4%
BMY Bristol Myers Squibb Co 0.1%
Value ($000) $1,290 Shares 18,749 Est. Cost $28.91 Unrealized +61.5%
Mylan N.V. 0.1%
Value ($000) $1,256 Shares 23,230 Est. Cost $54.07 Unrealized
CMCSA Comcast Corp-Cl A 0.1%
Value ($000) $1,241 Shares 21,985 Est. Cost $16.76 Unrealized +41.8%
SWKS Skyworks Solutions, Inc. 0.1%
Value ($000) $1,223 Shares 15,920 Est. Cost $18.05 Unrealized +259.6%
EXR Extra Space Storage, Inc. 0.1%
Value ($000) $1,214 Shares 13,760 Est. Cost $32.69 Unrealized +72.2%
Ace Ltd Switzerland 0.1%
Value ($000) $1,213 Shares 10,381 Est. Cost $91.65 Unrealized
SPG Simon Property Group Inc. 0.1%
Value ($000) $1,178 Shares 6,059 Est. Cost $90.27 Unrealized +28.3%
LMT Lockheed Martin Corpration 0.1%
Value ($000) $1,175 Shares 5,410 Est. Cost $75.38 Unrealized +119.4%
USB US Bancorp Del New 0.1%
Value ($000) $1,167 Shares 27,353 Est. Cost $23.12 Unrealized +28.0%
Market Vectors High Yield Muni 0.1%
Value ($000) $1,160 Shares 37,550 Est. Cost $30.89 Unrealized
HAL Halliburton Co 0.1%
Value ($000) $1,152 Shares 33,850 Est. Cost $37.61 Unrealized -17.6%
Yahoo Inc. 0.1%
Value ($000) $1,121 Shares 33,700 Est. Cost $25.12 Unrealized
Avago Technologies Ltd. 0.1%
Value ($000) $1,084 Shares 7,470 Est. Cost $43.54 Unrealized
Vectren Corporation 0.1%
Value ($000) $1,083 Shares 25,525 Est. Cost $34.06 Unrealized
MRSH Marsh & McLennan Companies, In 0.1%
Value ($000) $1,069 Shares 19,284 Est. Cost $31.19 Unrealized +48.8%
SBNY Signature Bank 0.1%
Value ($000) $1,062 Shares 6,925 Est. Cost $153.36 Unrealized
GWW Grainger WW Inc 0.1%
Value ($000) $1,061 Shares 5,235 Est. Cost $201.89 Unrealized -13.4%
AmerisourceBergen Corp 0.1%
Value ($000) $1,049 Shares 10,115 Est. Cost $64.87 Unrealized
D Dominion Resources 0.1%
Value ($000) $1,044 Shares 15,442 Est. Cost $34.86 Unrealized +27.9%
ITC Holdings Corporation 0.1%
Value ($000) $1,042 Shares 26,536 Est. Cost $52.33 Unrealized
HSY Hershey Company 0.1%
Value ($000) $1,023 Shares 11,460 Est. Cost $72.82 Unrealized -3.3%
SCZ iShares MSCI EAFE Small Cap In 0.1%
Value ($000) $1,004 Shares 20,110 Est. Cost $49.93 Unrealized
TD Ameritrade Holding Corp 0.1%
Value ($000) $983 Shares 28,325 Est. Cost $36.16 Unrealized
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $971 Shares 8,088 Est. Cost $98.16 Unrealized
GWX SPDR S&P International SmallCa 0.1%
Value ($000) $965 Shares 34,168 Est. Cost $28.24 Unrealized
CMP Compass Minerals International 0.1%
Value ($000) $964 Shares 12,810 Est. Cost $62.85 Unrealized -5.2%
TXN Texas Instruments Inc. 0.1%
Value ($000) $937 Shares 17,100 Est. Cost $25.91 Unrealized +63.2%
CMS CMS Energy Corporation 0.1%
Value ($000) $911 Shares 25,250 Est. Cost $19.28 Unrealized +37.0%
AOS A.O. Smith Corporation 0.1%
Value ($000) $903 Shares 11,785 Est. Cost $21.87 Unrealized +46.1%
Johnson Controls, Inc. 0.1%
Value ($000) $896 Shares 22,696 Est. Cost $35.79 Unrealized
WHR Whirlpool Corporation 0.1%
Value ($000) $879 Shares 5,985 Est. Cost $169.22 Unrealized -8.3%
Time Warner Inc. 0.1%
Value ($000) $866 Shares 13,397 Est. Cost $67.18 Unrealized
Tesoro Corporation 0.1%
Value ($000) $863 Shares 8,190 Est. Cost $105.37 Unrealized
Chubb Corp 0.1%
Value ($000) $863 Shares 6,510 Est. Cost $84.58 Unrealized
LAMR Lamar Advertising Company 0.1%
Value ($000) $861 Shares 14,350 Est. Cost $54.89 Unrealized
Royal Dutch Shell PLC ADR CL A 0.1%
Value ($000) $843 Shares 18,415 Est. Cost $62.17 Unrealized
TIP iShares Barclays US TIPS Fund 0.1%
Value ($000) $842 Shares 7,675 Est. Cost $109.71 Unrealized
MCHP Microchip Technology, Inc. 0.1%
Value ($000) $840 Shares 18,050 Est. Cost $14.07 Unrealized +36.8%
KEY KeyCorp 0.1%
Value ($000) $834 Shares 63,200 Est. Cost $9.34 Unrealized -7.1%
BDX Becton Dickinson & Company 0.1%
Value ($000) $774 Shares 5,025 Est. Cost $78.95 Unrealized +56.4%
VEA Vanguard MSCI EAFE ETF 0.1%
Value ($000) $771 Shares 21,000 Est. Cost $36.71 Unrealized
PrivateBancorp, Inc. 0.1%
Value ($000) $763 Shares 18,600 Est. Cost $21.54 Unrealized
SYY Sysco Corporation 0.1%
Value ($000) $757 Shares 18,453 Est. Cost $24.64 Unrealized +27.7%
PacWest Bancorp 0.1%
Value ($000) $746 Shares 17,300 Est. Cost $46.77 Unrealized
Dow Chemical Company 0.1%
Value ($000) $743 Shares 14,430 Est. Cost $48.85 Unrealized
PowerShares Senior Loan Portfo 0.1%
Value ($000) $739 Shares 32,975 Est. Cost $22.41 Unrealized
CSCO Cisco Systems Inc. 0.1%
Value ($000) $719 Shares 26,475 Est. Cost $15.33 Unrealized +31.5%
O Realty Income Corporation 0.1%
Value ($000) $713 Shares 13,815 Est. Cost $24.81 Unrealized +19.9%
SJNK SPDR Barclays Capital Short Te 0.1%
Value ($000) $676 Shares 26,300 Est. Cost $25.70 Unrealized
ARCC Ares Capital Corporation 0.1%
Value ($000) $673 Shares 47,225 Est. Cost $5.49 Unrealized +4.9%
IWV iShares Russell 3000 0.1%
Value ($000) $638 Shares 5,300 Est. Cost $107.09 Unrealized
StanCorp Financial Group, Inc. 0.1%
Value ($000) $629 Shares 5,520 Est. Cost $66.85 Unrealized
POWI Power Integrations, Inc. 0.1%
Value ($000) $628 Shares 12,910 Est. Cost $24.21 Unrealized -8.9%
Anadarko Petroleum 0.1%
Value ($000) $620 Shares 12,754 Est. Cost $80.71 Unrealized
IWF iShares Russell 1000 Growth In 0.1%
Value ($000) $619 Shares 6,218 Est. Cost $81.76 Unrealized
Six Flags Entertainment Corpor 0.1%
Value ($000) $614 Shares 11,175 Est. Cost $45.79 Unrealized
AN AutoNation, Inc. 0.1%
Value ($000) $609 Shares 10,210 Est. Cost $52.62 Unrealized +17.6%
Ingram Micro Inc. Cl A 0.1%
Value ($000) $601 Shares 19,790 Est. Cost $26.13 Unrealized
Priceline.com Inc. 0.1%
Value ($000) $593 Shares 465 Est. Cost $1163.44 Unrealized
LEG Leggett & Platt Inc Com 0.1%
Value ($000) $584 Shares 13,900 Est. Cost $31.24 Unrealized +42.0%
ODFL Old Dominion Freight Line, Inc 0.1%
Value ($000) $582 Shares 9,850 Est. Cost $21.84 Unrealized -8.7%
INTU Intuit Inc. 0.1%
Value ($000) $579 Shares 6,000 Est. Cost $55.54 Unrealized +60.9%
IEO iShares Dow Jones US Oil & Gas 0.1%
Value ($000) $572 Shares 10,800 Est. Cost $71.62 Unrealized
GPC Genuine Parts Company 0.1%
Value ($000) $558 Shares 6,500 Est. Cost $54.46 Unrealized +19.8%
LVS Las Vegas Sands Corp 0.1%
Value ($000) $548 Shares 12,500 Est. Cost $39.34 Unrealized -12.2%
BNDX Vanguard Total International B 0.1%
Value ($000) $534 Shares 10,100 Est. Cost $52.87 Unrealized
GLD SPDR Gold Trust 0.1%
Value ($000) $531 Shares 5,235 Est. Cost $101.43 Unrealized
Laboratory Corp Amer Hldgs 0.1%
Value ($000) $519 Shares 4,200 Est. Cost $99.73 Unrealized
BIV Vanguard Intermediate Term Bon 0.1%
Value ($000) $512 Shares 6,165 Est. Cost $83.05 Unrealized
EMB iShares JPMorgan Emerg Mrkts B 0.1%
Value ($000) $504 Shares 4,765 Est. Cost $105.77 Unrealized
H&E Equipment Services, Inc. 0.1%
Value ($000) $503 Shares 28,750 Est. Cost $16.73 Unrealized
A Agilent Technologies Inc. 0.1%
Value ($000) $503 Shares 12,025 Est. Cost $28.09 Unrealized +27.0%
XLF SPDR Financial Select Sector 0.1%
Value ($000) $500 Shares 21,000 Est. Cost $19.50 Unrealized
MDT Medtronic PLC 0.1%
Value ($000) $499 Shares 6,482 Est. Cost $58.12 Unrealized +0.8%
LQD iShares iBoxx $ Inv Grade Corp 0.1%
Value ($000) $479 Shares 4,200 Est. Cost $114.05 Unrealized
SO Southern Company 0.0%
Value ($000) $469 Shares 10,015 Est. Cost $26.65 Unrealized +11.1%
IXC iShares S&P Global Energy Inde 0.0%
Value ($000) $436 Shares 15,550 Est. Cost $28.04 Unrealized
VOD Vodafone Group New ADR 0.0%
Value ($000) $431 Shares 13,365 Est. Cost $32.25 Unrealized
Sirona Dental Systems, Inc. 0.0%
Value ($000) $427 Shares 3,900 Est. Cost $67.79 Unrealized
Royal Dutch Shell PLC ADR CL B 0.0%
Value ($000) $422 Shares 9,175 Est. Cost $66.26 Unrealized
BA Boeing Company 0.0%
Value ($000) $420 Shares 2,907 Est. Cost $101.97 Unrealized +26.4%
WGL Holdings, Inc. 0.0%
Value ($000) $419 Shares 6,650 Est. Cost $43.25 Unrealized
DLR Digital Realty Trust, Inc. 0.0%
Value ($000) $416 Shares 5,500 Est. Cost $35.44 Unrealized +42.2%
PSA Public Storage 0.0%
Value ($000) $410 Shares 1,656 Est. Cost $135.68 Unrealized +15.5%
MDLZ Mondelez International, Inc. 0.0%
Value ($000) $405 Shares 9,028 Est. Cost $23.17 Unrealized +53.1%
TGT Target Corp 0.0%
Value ($000) $398 Shares 5,475 Est. Cost $47.95 Unrealized +15.2%
Agrium Inc. 0.0%
Value ($000) $398 Shares 4,455 Est. Cost $89.56 Unrealized
CME CME Group Inc. Class A 0.0%
Value ($000) $398 Shares 4,395 Est. Cost $63.10 Unrealized -0.2%
Total SA ADR 0.0%
Value ($000) $397 Shares 8,825 Est. Cost $44.73 Unrealized
B/E Aerospace, Inc. 0.0%
Value ($000) $397 Shares 9,365 Est. Cost $57.20 Unrealized
UGI UGI Corp New 0.0%
Value ($000) $380 Shares 11,250 Est. Cost $28.89 Unrealized +20.1%
LLY Eli Lilly & Co. 0.0%
Value ($000) $373 Shares 4,424 Est. Cost $42.26 Unrealized +64.9%
Jacobs Engineering Group Inc 0.0%
Value ($000) $372 Shares 8,865 Est. Cost $55.11 Unrealized
WEC WEC Energy Group, Inc. 0.0%
Value ($000) $371 Shares 7,235 Est. Cost $34.80 Unrealized +5.7%
FELE Franklin Electric Company, Inc 0.0%
Value ($000) $368 Shares 13,620 Est. Cost $31.08 Unrealized -12.9%
Laclede Group Inc. 0.0%
Value ($000) $356 Shares 5,990 Est. Cost $45.74 Unrealized
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $337 Shares 4,836 Est. Cost $45.53 Unrealized +64.6%
PAYX Paychex Inc. 0.0%
Value ($000) $319 Shares 6,035 Est. Cost $25.87 Unrealized +49.0%
EL Estee Lauder Companies, Inc. 0.0%
Value ($000) $319 Shares 3,618 Est. Cost $58.22 Unrealized +28.5%
Altria Group Inc. 0.0%
Value ($000) $306 Shares 5,263 Est. Cost $34.95 Unrealized
Cedar Fair, L. P. Dep 0.0%
Value ($000) $302 Shares 5,400 Est. Cost $45.17 Unrealized
VCSH Vanguard Short Term Corporate 0.0%
Value ($000) $289 Shares 3,662 Est. Cost $78.92 Unrealized
PowerShares KBW Bank Portfolio 0.0%
Value ($000) $286 Shares 7,600 Est. Cost $39.74 Unrealized
ConocoPhillips 0.0%
Value ($000) $269 Shares 5,756 Est. Cost $63.02 Unrealized
IYW iShares Dow Jones U.S. Technol 0.0%
Value ($000) $268 Shares 2,500 Est. Cost $97.57 Unrealized
Barclays Bank PLC Pfd. 6.625% 0.0%
Value ($000) $250 Shares 9,660 Est. Cost $25.88 Unrealized
XLE SPDR Energy Select Sector 0.0%
Value ($000) $241 Shares 4,000 Est. Cost $60.25 Unrealized
CAT Caterpillar Inc. 0.0%
Value ($000) $238 Shares 3,500 Est. Cost $61.70 Unrealized -11.5%
AVT Avnet, Inc. 0.0%
Value ($000) $235 Shares 5,475 Est. Cost $34.24 Unrealized +4.5%
IVW iShares S&P 500 Growth Index F 0.0%
Value ($000) $234 Shares 2,025 Est. Cost $114.07 Unrealized
IEZ iShares Dow Jones US Oil Equip 0.0%
Value ($000) $232 Shares 6,480 Est. Cost $58.04 Unrealized
SUB iShares S&P Short Term Nat'l A 0.0%
Value ($000) $228 Shares 2,150 Est. Cost $106.05 Unrealized
IWM iShares Russell 2000 Index Fun 0.0%
Value ($000) $227 Shares 2,016 Est. Cost $117.82 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $220 Shares 2,600 Est. Cost $69.12 Unrealized 0.0%
HSBC Holdings PLC 8.125% 0.0%
Value ($000) $219 Shares 8,200 Est. Cost $26.71 Unrealized
CACI CACI International, Inc. CL A 0.0%
Value ($000) $216 Shares 2,325 Est. Cost $92.69 Unrealized 0.0%
HAS Hasbro Inc Com 0.0%
Value ($000) $202 Shares 3,000 Est. Cost $50.36 Unrealized +4.0%
CC Chemours Company 0.0%
Value ($000) $94 Shares 17,627 Est. Cost $7.40 Unrealized -37.7%
SunEdison, Inc.\Frmrly MEMC El 0.0%
Value ($000) $65 Shares 12,730 Est. Cost $8.20 Unrealized
SEUSF Sintana Energy Inc. 0.0%
Value ($000) $2 Shares 17,105 Est. Cost $0.09 Unrealized +36.4%
Veris Gold Corp 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.30 Unrealized
Advanced Viral Research Corp 0.0%
Value ($000) $0 Shares 65,484 Est. Cost Unrealized
Community Shores - Exp 11/03/1 0.0%
Value ($000) $0 Shares 27,506 Est. Cost Unrealized