Grove Bank & Trust Diversified Active

CIK: 0001662212 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 11, 2016

Total Value ($000): $109,739 (100.0% shares, 0.0% debt)

Holdings (266)

IGSB I SHARES 1-3 YR CREDIT BOND ETF 8.6%
Value ($000) $9,448 Shares 89,627 Est. Cost $104.60 Unrealized
XOM EXXON MOBIL 4.6%
Value ($000) $5,002 Shares 59,838 Est. Cost $51.41 Unrealized +1.1%
HEDJ WISDOMTREE EUROPE HEDGED 3.9%
Value ($000) $4,266 Shares 82,191 Est. Cost $53.81 Unrealized
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 3.6%
Value ($000) $3,961 Shares 35,192 Est. Cost $110.12 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 3.5%
Value ($000) $3,804 Shares 34,682 Est. Cost $107.29 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 3.4%
Value ($000) $3,708 Shares 14,114 Est. Cost $254.02 Unrealized
VNQ VANGUARD REIT ETF 3.4%
Value ($000) $3,678 Shares 43,890 Est. Cost $79.79 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 3.3%
Value ($000) $3,569 Shares 158,618 Est. Cost $22.83 Unrealized
AGG I SHARES CORE US AGG BOND M 2.4%
Value ($000) $2,611 Shares 23,566 Est. Cost $108.02 Unrealized
REYNOLDS AMERICAN INC 2.2%
Value ($000) $2,402 Shares 47,733 Est. Cost $46.15 Unrealized
VZ VERIZON COMMUNICATIONS 2.1%
Value ($000) $2,304 Shares 42,594 Est. Cost $26.92 Unrealized +11.6%
T AT&T INC 2.0%
Value ($000) $2,212 Shares 56,469 Est. Cost $12.43 Unrealized +11.3%
DXJ WISDOMTREE JAPAN HEDGED 1.9%
Value ($000) $2,120 Shares 48,494 Est. Cost $50.09 Unrealized
MO ALTRIA GROUP 1.6%
Value ($000) $1,804 Shares 28,795 Est. Cost $29.49 Unrealized +5.4%
AMGN AMGEN 1.5%
Value ($000) $1,653 Shares 11,025 Est. Cost $116.50 Unrealized -4.9%
XLK TECHNOLOGY SELECT SECTOR SPDR 1.5%
Value ($000) $1,633 Shares 36,825 Est. Cost $42.84 Unrealized
KHC KRAFT HEINZ CO 1.4%
Value ($000) $1,517 Shares 19,313 Est. Cost $47.06 Unrealized +2.7%
MCD MCDONALDS 1.4%
Value ($000) $1,508 Shares 12,001 Est. Cost $87.52 Unrealized +7.4%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $1,457 Shares 13,463 Est. Cost $75.99 Unrealized +3.7%
PM PHILIP MORRIS INTL INC 1.3%
Value ($000) $1,448 Shares 14,759 Est. Cost $52.54 Unrealized +6.3%
TIP ISHARES TIPS BOND ETF 1.3%
Value ($000) $1,437 Shares 12,534 Est. Cost $109.69 Unrealized
CVX CHEVRON TEXACO 1.3%
Value ($000) $1,417 Shares 14,852 Est. Cost $58.43 Unrealized -1.7%
MRK MERCK & CO INC NEW 1.3%
Value ($000) $1,416 Shares 26,780 Est. Cost $36.75 Unrealized -2.0%
NATIONAL GRID PLC 1.3%
Value ($000) $1,406 Shares 19,684 Est. Cost $69.56 Unrealized
AAPL APPLE COMPUTER 1.1%
Value ($000) $1,172 Shares 10,760 Est. Cost $25.63 Unrealized -12.0%
DUK DUKE ENERGY CORP NEW 1.0%
Value ($000) $1,152 Shares 14,286 Est. Cost $46.51 Unrealized +8.5%
D DOMINION RESOURCES 1.0%
Value ($000) $1,103 Shares 14,691 Est. Cost $44.59 Unrealized +3.4%
SO SOUTHERN COMPANY 1.0%
Value ($000) $1,097 Shares 21,197 Est. Cost $29.71 Unrealized +8.4%
KMB KIMBERLY CLARK 1.0%
Value ($000) $1,092 Shares 8,122 Est. Cost $85.00 Unrealized +9.2%
PG PROCTER & GAMBLE 1.0%
Value ($000) $1,081 Shares 13,132 Est. Cost $58.20 Unrealized +5.9%
KO COCA-COLA 1.0%
Value ($000) $1,077 Shares 23,234 Est. Cost $30.89 Unrealized +3.1%
GLAXO SMITHKLINE PLC ADR 0.9%
Value ($000) $976 Shares 24,063 Est. Cost $40.36 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.9%
Value ($000) $939 Shares 13,857 Est. Cost $72.00 Unrealized
XLY CONSUMER DISCRETIONARY SPDR 0.9%
Value ($000) $937 Shares 11,840 Est. Cost $78.11 Unrealized
HD HOME DEPOT 0.8%
Value ($000) $926 Shares 6,942 Est. Cost $99.96 Unrealized -1.6%
MSFT MICROSOFT 0.8%
Value ($000) $873 Shares 15,816 Est. Cost $45.93 Unrealized +0.3%
BCE BCE INC NEW 0.7%
Value ($000) $811 Shares 17,804 Est. Cost $23.20 Unrealized +0.3%
VTI VANGUARD TOTAL STOCK MK VIPERS 0.7%
Value ($000) $798 Shares 7,617 Est. Cost $104.28 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.7%
Value ($000) $765 Shares 13,795 Est. Cost $53.00 Unrealized
PPL PPL 0.7%
Value ($000) $753 Shares 19,793 Est. Cost $21.49 Unrealized +6.5%
CMCSA COMCAST CL A 0.7%
Value ($000) $722 Shares 11,816 Est. Cost $23.76 Unrealized -4.3%
WELL WELLTOWER INC COM 0.6%
Value ($000) $713 Shares 10,285 Est. Cost $44.33 Unrealized +0.2%
UNILEVER PLC AMER SHS ADR NEW 0.6%
Value ($000) $706 Shares 15,623 Est. Cost $43.19 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $702 Shares 12,295 Est. Cost $37.82 Unrealized -1.9%
GOOGL ALPHABET INC CLASS A 0.6%
Value ($000) $655 Shares 858 Est. Cost $36.72 Unrealized -0.5%
GIS GENERAL MILLS 0.6%
Value ($000) $632 Shares 9,972 Est. Cost $40.51 Unrealized +1.7%
HON HONEYWELL INTERNATIONAL 0.5%
Value ($000) $574 Shares 5,121 Est. Cost $74.32 Unrealized +2.7%
VOD VODAFONE GROUP PLC NE 0.5%
Value ($000) $552 Shares 17,217 Est. Cost $32.20 Unrealized
VTR VENTAS INC. 0.5%
Value ($000) $539 Shares 8,558 Est. Cost $34.99 Unrealized +4.8%
GOOG ALPHABET INC CLASS C 0.5%
Value ($000) $521 Shares 700 Est. Cost $35.61 Unrealized -0.2%
JPM JP MORGAN CHASE 0.5%
Value ($000) $516 Shares 8,717 Est. Cost $49.68 Unrealized -9.7%
ABT ABBOTT LABS 0.5%
Value ($000) $495 Shares 11,840 Est. Cost $36.55 Unrealized -9.7%
PEP PEPSICO 0.4%
Value ($000) $484 Shares 4,725 Est. Cost $73.45 Unrealized -0.3%
O REALTY INCOME CORP 0.4%
Value ($000) $468 Shares 7,480 Est. Cost $29.99 Unrealized +16.9%
MMM 3M 0.4%
Value ($000) $446 Shares 2,677 Est. Cost $92.12 Unrealized +0.7%
MA MASTERCARD INC CL A 0.4%
Value ($000) $442 Shares 4,679 Est. Cost $92.03 Unrealized -9.4%
DIS DISNEY 0.4%
Value ($000) $429 Shares 4,317 Est. Cost $101.89 Unrealized -12.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $427 Shares 3,011 Est. Cost $132.71 Unrealized -0.1%
AEP AMERICAN ELECTRIC POWER 0.4%
Value ($000) $420 Shares 6,314 Est. Cost $39.76 Unrealized +9.9%
EXPRESS SCRIPTS HLDGS CO 0.4%
Value ($000) $402 Shares 5,865 Est. Cost $87.42 Unrealized
XLP CONSUMER STAPLES SPDR 0.4%
Value ($000) $401 Shares 7,554 Est. Cost $50.48 Unrealized
ORCL ORACLE 0.4%
Value ($000) $391 Shares 9,559 Est. Cost $32.79 Unrealized -2.6%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $375 Shares 2,379 Est. Cost $132.55 Unrealized -3.6%
KR KROGER 0.3%
Value ($000) $373 Shares 9,748 Est. Cost $31.64 Unrealized -0.1%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $366 Shares 3,090 Est. Cost $19.50 Unrealized +11.8%
ALLERGAN PLC SHS 0.3%
Value ($000) $365 Shares 1,362 Est. Cost $308.72 Unrealized
AZO AUTOZONE INC COM 0.3%
Value ($000) $363 Shares 455 Est. Cost $762.69 Unrealized -0.8%
AMZN AMAZON COM INC 0.3%
Value ($000) $362 Shares 610 Est. Cost $31.52 Unrealized -10.0%
EFX EQUIFAX INC 0.3%
Value ($000) $339 Shares 2,964 Est. Cost $98.15 Unrealized -2.4%
SBUX STARBUCKS 0.3%
Value ($000) $337 Shares 5,650 Est. Cost $49.41 Unrealized -4.0%
EMC 0.3%
Value ($000) $324 Shares 12,150 Est. Cost $25.68 Unrealized
AFL AFLAC 0.3%
Value ($000) $291 Shares 4,605 Est. Cost $24.53 Unrealized -3.9%
VUG VANGUARD INDEX FDS GROWTH ETF 0.3%
Value ($000) $285 Shares 2,675 Est. Cost $106.51 Unrealized
CVS CVS 0.3%
Value ($000) $283 Shares 2,726 Est. Cost $72.59 Unrealized -0.3%
GENERAL ELECTRIC 0.3%
Value ($000) $277 Shares 8,703 Est. Cost $31.30 Unrealized
DLTR DOLLAR TREE, INC. 0.3%
Value ($000) $275 Shares 3,336 Est. Cost $70.61 Unrealized +11.7%
VCSH VANGUARD SHORT TERM CORP BOND FUND 0.2%
Value ($000) $272 Shares 3,400 Est. Cost $79.12 Unrealized
META FACEBOOK, INC. 0.2%
Value ($000) $265 Shares 2,325 Est. Cost $102.01 Unrealized +2.7%
IWM ISHARES RUSSELL 2000 INDEX FUND 0.2%
Value ($000) $264 Shares 2,387 Est. Cost $112.69 Unrealized
BROADCOM LTD NPV 0.2%
Value ($000) $264 Shares 1,709 Est. Cost $154.48 Unrealized
TJX TJX 0.2%
Value ($000) $227 Shares 2,906 Est. Cost $30.90 Unrealized +2.3%
OHI OMEGA HEALTHCARE INVESTORS 0.2%
Value ($000) $225 Shares 6,386 Est. Cost $35.02 Unrealized
V VISA INC- CLASS A SHARES 0.2%
Value ($000) $219 Shares 2,861 Est. Cost $72.17 Unrealized -6.0%
HYG I SHARES IBOXX USD H/Y CORP BOND ETF 0.2%
Value ($000) $217 Shares 2,664 Est. Cost $80.57 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.2%
Value ($000) $215 Shares 4,409 Est. Cost $42.44 Unrealized -4.8%
MCK MCKESSON 0.2%
Value ($000) $213 Shares 1,357 Est. Cost $170.66 Unrealized -12.4%
VRSN VERISIGN INC COM 0.2%
Value ($000) $212 Shares 2,396 Est. Cost $82.63 Unrealized -2.0%
VV VANGUARD INDEX FDS LARGE CAP ETF 0.2%
Value ($000) $212 Shares 2,260 Est. Cost $93.76 Unrealized
VIG VANGUARD SPECIALIZED PORTFOLDIV APP ETF 0.2%
Value ($000) $211 Shares 2,600 Est. Cost $78.91 Unrealized
AZN ASTRAZENECA PLC SPONS ADR 0.2%
Value ($000) $210 Shares 7,450 Est. Cost $33.96 Unrealized
VRSK VERISK ANA USD 0.2%
Value ($000) $199 Shares 2,482 Est. Cost $72.31 Unrealized -3.5%
LABORATORY CORP AMER HLDGS 0.2%
Value ($000) $196 Shares 1,676 Est. Cost $122.47 Unrealized
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $187 Shares 2,930 Est. Cost $46.63 Unrealized -3.9%
STERICYCLE INC COM 0.2%
Value ($000) $184 Shares 1,456 Est. Cost $120.68 Unrealized
VOT VANGUARD INDEX FDS MCAP GR IDXVIP 0.2%
Value ($000) $184 Shares 1,840 Est. Cost $100.00 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.2%
Value ($000) $172 Shares 2,490 Est. Cost $47.42 Unrealized +13.5%
DHR DANAHER CORP 0.2%
Value ($000) $171 Shares 1,801 Est. Cost $38.08 Unrealized -4.3%
ECL ECOLAB INC COM 0.2%
Value ($000) $169 Shares 1,511 Est. Cost $104.51 Unrealized -8.8%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $168 Shares 1,828 Est. Cost $72.90 Unrealized -12.9%
SNY SANOFI-AVENTIS 0.1%
Value ($000) $161 Shares 4,018 Est. Cost $42.61 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $156 Shares 5,199 Est. Cost $31.08 Unrealized
CB CHUBB LTD 0.1%
Value ($000) $156 Shares 1,310 Est. Cost $96.06 Unrealized 0.0%
NFLX NETFLIX, INC. 0.1%
Value ($000) $153 Shares 1,500 Est. Cost $11.43 Unrealized -14.1%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $148 Shares 2,416 Est. Cost $62.87 Unrealized -19.7%
CRM SALESFORCE COM INC 0.1%
Value ($000) $142 Shares 1,920 Est. Cost $77.15 Unrealized -11.8%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $141 Shares 995 Est. Cost $129.50 Unrealized +0.6%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $138 Shares 2,425 Est. Cost $58.66 Unrealized
FDX FEDEX 0.1%
Value ($000) $136 Shares 831 Est. Cost $131.85 Unrealized -9.6%
ROST ROSS STORES INC COM 0.1%
Value ($000) $136 Shares 2,355 Est. Cost $46.25 Unrealized +8.9%
BIDU BAIDU INC 0.1%
Value ($000) $134 Shares 700 Est. Cost $188.86 Unrealized
POWERSHARES PREFERRED ETF 0.1%
Value ($000) $130 Shares 8,725 Est. Cost $14.90 Unrealized
PRAXAIR 0.1%
Value ($000) $128 Shares 1,117 Est. Cost $104.34 Unrealized
LOW LOWE'S COS INC 0.1%
Value ($000) $122 Shares 1,605 Est. Cost $61.72 Unrealized -4.6%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $113 Shares 1,133 Est. Cost $35.26 Unrealized +5.7%
NXPI NXP SEMICONDUCTORS N.V. 0.1%
Value ($000) $113 Shares 1,394 Est. Cost $76.05 Unrealized -12.9%
LLY LILLY ELI 0.1%
Value ($000) $108 Shares 1,500 Est. Cost $69.71 Unrealized -8.2%
EEFT EURONET WORLDWIDE 0.1%
Value ($000) $101 Shares 1,360 Est. Cost $76.51 Unrealized -7.7%
WAB WABTEC CORP COM 0.1%
Value ($000) $101 Shares 1,280 Est. Cost $75.32 Unrealized -13.1%
UNITED TECHNOLOGIES 0.1%
Value ($000) $98 Shares 980 Est. Cost $95.92 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.1%
Value ($000) $97 Shares 899 Est. Cost $109.01 Unrealized
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $94 Shares 1,000 Est. Cost $74.79 Unrealized +5.0%
CMI CUMMINS INC COM 0.1%
Value ($000) $94 Shares 854 Est. Cost $75.80 Unrealized -2.1%
ISHARES MSCI JAPAN INDEX 0.1%
Value ($000) $91 Shares 7,962 Est. Cost $12.06 Unrealized
HXL HEXCEL CORP NEW COM 0.1%
Value ($000) $87 Shares 2,000 Est. Cost $46.22 Unrealized -9.1%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $87 Shares 1,800 Est. Cost $19.24 Unrealized -4.3%
CSCO CISCO SYSTEMS 0.1%
Value ($000) $87 Shares 3,043 Est. Cost $20.16 Unrealized -6.0%
MRSH MARSH & MCLENNAN 0.1%
Value ($000) $85 Shares 1,398 Est. Cost $46.56 Unrealized +1.8%
FRCB FIRST REPUBLIC BANK OF SAN FRANCISCO 0.1%
Value ($000) $83 Shares 1,250 Est. Cost $62.70 Unrealized -2.8%
SEIC SEI INVESTMENTS CO COM 0.1%
Value ($000) $79 Shares 1,825 Est. Cost $45.84 Unrealized -20.9%
SPY STANDARD & POORS LARGE CAP 500 0.1%
Value ($000) $77 Shares 375 Est. Cost $202.67 Unrealized
WFC WELLS FARGO 0.1%
Value ($000) $77 Shares 1,593 Est. Cost $40.84 Unrealized -9.1%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $76 Shares 592 Est. Cost $99.79 Unrealized +1.1%
RS RELIANCE STEEL & ALUMINUM 0.1%
Value ($000) $75 Shares 1,085 Est. Cost $58.11 Unrealized +4.1%
IEX IDEX CORP COM 0.1%
Value ($000) $72 Shares 870 Est. Cost $67.37 Unrealized -1.7%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $72 Shares 870 Est. Cost $81.61 Unrealized
MHK MOHAWK INDUSTRIES, INC. 0.1%
Value ($000) $70 Shares 365 Est. Cost $191.95 Unrealized -9.3%
ICLR ICON PLC 0.1%
Value ($000) $69 Shares 924 Est. Cost $71.41 Unrealized -1.9%
FIS FIDELITY NAT'L INFORMATION 0.1%
Value ($000) $68 Shares 1,070 Est. Cost $55.49 Unrealized -8.9%
IMAX IMAX CORP 0.1%
Value ($000) $68 Shares 2,173 Est. Cost $34.33 Unrealized -10.8%
NVO NOVO NORDISK A/S ADR 0.1%
Value ($000) $68 Shares 1,258 Est. Cost $57.97 Unrealized
CRI CARTER INC COM 0.1%
Value ($000) $68 Shares 650 Est. Cost $68.43 Unrealized +7.7%
CELGENE CORP 0.1%
Value ($000) $68 Shares 684 Est. Cost $119.88 Unrealized
ED CONSOLIDATED EDISON 0.1%
Value ($000) $67 Shares 865 Est. Cost $46.19 Unrealized +7.8%
CITRIX SYSTEMS 0.1%
Value ($000) $67 Shares 850 Est. Cost $75.83 Unrealized
VLO VALERO ENERGY 0.1%
Value ($000) $64 Shares 1,000 Est. Cost $42.88 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $62 Shares 340 Est. Cost $172.39 Unrealized -5.9%
DELPHI AUTOMOTIVE PLC 0.1%
Value ($000) $61 Shares 807 Est. Cost $85.50 Unrealized
MBB I SHARES MBS ETF 0.1%
Value ($000) $59 Shares 536 Est. Cost $108.21 Unrealized
TE CONNECTIVITY LTD 0.1%
Value ($000) $58 Shares 944 Est. Cost $64.62 Unrealized
HST HOST HOTELS & RESORTS INC 0.1%
Value ($000) $57 Shares 3,419 Est. Cost $11.03 Unrealized -8.3%
PIONEER NAT RES CO COM 0.1%
Value ($000) $56 Shares 400 Est. Cost $125.56 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $56 Shares 1,330 Est. Cost $37.10 Unrealized -15.8%
LQD ISHARES IBOXX USD INV GRADE CORP BD ETF 0.1%
Value ($000) $55 Shares 465 Est. Cost $113.98 Unrealized
EEM ISHARES MSCI EMERGING MKTS ETF 0.0%
Value ($000) $54 Shares 1,578 Est. Cost $32.22 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $54 Shares 1,948 Est. Cost $30.73 Unrealized -18.4%
A AGILENT TECHNOLOGIES 0.0%
Value ($000) $53 Shares 1,325 Est. Cost $35.68 Unrealized -1.3%
LYB LYONDELLBASELL INDUSTRIES 0.0%
Value ($000) $53 Shares 614 Est. Cost $52.02 Unrealized -12.0%
BARCLAYS BK PLC PFD 8.125% 0.0%
Value ($000) $52 Shares 2,000 Est. Cost $26.50 Unrealized
SONY SONY CORP AMERN SHS NEW 0.0%
Value ($000) $51 Shares 1,969 Est. Cost $24.63 Unrealized
WALGREENS BOOTS ALLIANCE I USD 0.0%
Value ($000) $50 Shares 589 Est. Cost $84.89 Unrealized
PVH PVH CORP 0.0%
Value ($000) $50 Shares 504 Est. Cost $87.14 Unrealized -11.0%
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $49 Shares 465 Est. Cost $70.63 Unrealized -4.2%
TM TOYOTA MTR CP ADS 0.0%
Value ($000) $47 Shares 446 Est. Cost $123.32 Unrealized
BWX SPDR BARCLAYS CAPITAL INTL TREASURY BOND 0.0%
Value ($000) $46 Shares 825 Est. Cost $52.12 Unrealized
ING ING GROEP N V SPONSORED ADR 0.0%
Value ($000) $46 Shares 3,875 Est. Cost $13.42 Unrealized
BUD ANHEUSER BUSCH INBEV SA ADR 0.0%
Value ($000) $43 Shares 347 Est. Cost $123.92 Unrealized
CIT GROUP INC 0.0%
Value ($000) $43 Shares 1,375 Est. Cost $39.88 Unrealized
JACOBS ENGR GROUP INC DEL COM 0.0%
Value ($000) $43 Shares 990 Est. Cost $42.06 Unrealized
TSN TYSON FOODS CL A 0.0%
Value ($000) $43 Shares 650 Est. Cost $37.67 Unrealized +25.4%
MYLAN NV EUR 0.0%
Value ($000) $42 Shares 900 Est. Cost $54.44 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $42 Shares 300 Est. Cost $119.60 Unrealized -2.6%
WMT WAL-MART STORES 0.0%
Value ($000) $41 Shares 600 Est. Cost $16.63 Unrealized +10.1%
NVS NOVARTIS AG-ADR 0.0%
Value ($000) $41 Shares 572 Est. Cost $85.66 Unrealized
COVANTA HOLDINGS CORP 0.0%
Value ($000) $41 Shares 2,460 Est. Cost $15.64 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $38 Shares 595 Est. Cost $44.66 Unrealized +7.2%
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $36 Shares 1,475 Est. Cost $25.76 Unrealized
CBRE CBRE GROUP INC 0.0%
Value ($000) $34 Shares 1,195 Est. Cost $35.25 Unrealized -21.9%
SHY ISHARES 1-3 YRS TRS BOND ETF 0.0%
Value ($000) $34 Shares 400 Est. Cost $85.00 Unrealized
SEAGATE TECHNOLOGY PUB LTD 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $37.00 Unrealized
IXJ ISHARES TR GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $32 Shares 331 Est. Cost $102.72 Unrealized
CGI GROUP, INC 0.0%
Value ($000) $30 Shares 627 Est. Cost $39.87 Unrealized
CHKP CHECK POINT SOFTWARE TECH 0.0%
Value ($000) $30 Shares 340 Est. Cost $82.92 Unrealized -3.0%
SPH SUBURBAN PROPANE LP 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $24.00 Unrealized
COF CAPITAL ONE FINANCIAL 0.0%
Value ($000) $29 Shares 413 Est. Cost $63.80 Unrealized -13.2%
UNP UNION PACIFIC 0.0%
Value ($000) $29 Shares 370 Est. Cost $62.14 Unrealized -0.3%
IJH ISHARES S&P MIDCAP 400 0.0%
Value ($000) $29 Shares 200 Est. Cost $140.00 Unrealized
CHICAGO BRIDGE & IRON-NY 0.0%
Value ($000) $28 Shares 765 Est. Cost $38.46 Unrealized
NNN NATIONAL RETAIL PPTYS INC 0.0%
Value ($000) $27 Shares 575 Est. Cost $40.00 Unrealized
DOW CHEMICAL 0.0%
Value ($000) $26 Shares 508 Est. Cost $51.43 Unrealized
HDB HDFC BANK LTD ADR 0.0%
Value ($000) $24 Shares 390 Est. Cost $61.64 Unrealized
JOHNSON CONTROLS 0.0%
Value ($000) $23 Shares 600 Est. Cost $40.00 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $23 Shares 462 Est. Cost $45.96 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $23 Shares 370 Est. Cost $60.33 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $22 Shares 200 Est. Cost $104.00 Unrealized
TIFFANY & CO NEW COM 0.0%
Value ($000) $22 Shares 300 Est. Cost $76.67 Unrealized
RSG REPUBLIC SERVICES 0.0%
Value ($000) $21 Shares 450 Est. Cost $36.64 Unrealized +4.7%
BABA ALIBABA GROUP HLDG 0.0%
Value ($000) $21 Shares 260 Est. Cost $80.77 Unrealized
UBS AG JER E TRACS LKD TO ALERIAN M 0.0%
Value ($000) $20 Shares 850 Est. Cost $25.88 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $19 Shares 123 Est. Cost $123.45 Unrealized -1.0%
COACH INC 0.0%
Value ($000) $18 Shares 443 Est. Cost $31.60 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $18 Shares 445 Est. Cost $35.47 Unrealized -8.6%
PFE PFIZER 0.0%
Value ($000) $18 Shares 597 Est. Cost $20.09 Unrealized -7.0%
APACHE 0.0%
Value ($000) $17 Shares 355 Est. Cost $43.72 Unrealized
MET METLIFE INC 0.0%
Value ($000) $17 Shares 383 Est. Cost $31.20 Unrealized -14.3%
CAH CARDINAL HEALTH 0.0%
Value ($000) $16 Shares 200 Est. Cost $63.62 Unrealized -3.8%
SYMANTEC 0.0%
Value ($000) $15 Shares 800 Est. Cost $21.25 Unrealized
PUTNAM PREMIER INCOME TRUST 0.0%
Value ($000) $15 Shares 3,170 Est. Cost $5.05 Unrealized
IWF ISHARES RUSSELL 1000 GRWTH INDEX FUND 0.0%
Value ($000) $15 Shares 150 Est. Cost $100.00 Unrealized
IBM IBM 0.0%
Value ($000) $15 Shares 100 Est. Cost $87.52 Unrealized -3.9%
HIG HARTFORD FINL SVCS GROUP 0.0%
Value ($000) $14 Shares 300 Est. Cost $36.88 Unrealized -7.9%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $14 Shares 200 Est. Cost $40.73 Unrealized +6.9%
EQUITY COMMONWEALTH (EQC) 0.0%
Value ($000) $14 Shares 489 Est. Cost $28.63 Unrealized
NORDSTROM INC 0.0%
Value ($000) $13 Shares 220 Est. Cost $48.39 Unrealized
BA BOEING 0.0%
Value ($000) $13 Shares 100 Est. Cost $111.87 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $13 Shares 129 Est. Cost $100.78 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $13 Shares 268 Est. Cost $44.78 Unrealized
SHM SPDR SERIES NUVEEN BARCLAYS SHORT TERM 0.0%
Value ($000) $12 Shares 250 Est. Cost $48.00 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $12 Shares 100 Est. Cost $120.00 Unrealized
CNI CANADIAN NATIONAL RAILWAY 0.0%
Value ($000) $11 Shares 172 Est. Cost $48.56 Unrealized -3.8%
AVY AVERY DENNISON 0.0%
Value ($000) $10 Shares 135 Est. Cost $52.41 Unrealized +3.0%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $10 Shares 227 Est. Cost $43.36 Unrealized
SAP SAP AG 0.0%
Value ($000) $10 Shares 120 Est. Cost $79.17 Unrealized
ALL ALLSTATE 0.0%
Value ($000) $10 Shares 150 Est. Cost $49.75 Unrealized +1.5%
IGE ISHARES N AMERICAN NAT RES ETF 0.0%
Value ($000) $10 Shares 345 Est. Cost $28.99 Unrealized
TEVA TEVA PHARMACEUTICAL 0.0%
Value ($000) $9 Shares 162 Est. Cost $67.90 Unrealized
MAS MASCO 0.0%
Value ($000) $9 Shares 300 Est. Cost $24.50 Unrealized -2.9%
VALEANT PHARMACEUTICALS INTLINC CDA 0.0%
Value ($000) $9 Shares 332 Est. Cost $100.80 Unrealized
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $9 Shares 174 Est. Cost $48.36 Unrealized -7.8%
CSX CSX CORP COM 0.0%
Value ($000) $8 Shares 323 Est. Cost $7.01 Unrealized 0.0%
TDC TERADATA CORP 0.0%
Value ($000) $8 Shares 312 Est. Cost $28.21 Unrealized -12.3%
IWS ISHARES RUSSELL MIDCAP VALUE 0.0%
Value ($000) $8 Shares 113 Est. Cost $70.80 Unrealized
ACN ACCENTURE PLC 0.0%
Value ($000) $8 Shares 65 Est. Cost $89.97 Unrealized -2.5%
HANCOCK JOHN INV TR 0.0%
Value ($000) $8 Shares 500 Est. Cost $14.40 Unrealized
JOHN HANCOCK TAX ADVN FD 0.0%
Value ($000) $8 Shares 700 Est. Cost $10.00 Unrealized
HD SUPPLY HLDGS INC 0.0%
Value ($000) $8 Shares 235 Est. Cost $29.79 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $7 Shares 59 Est. Cost $118.64 Unrealized
BAC BANK OF AMERICA 0.0%
Value ($000) $7 Shares 500 Est. Cost $13.56 Unrealized -19.9%
MUB ISHARES NATL MUNI BOND ETF 0.0%
Value ($000) $7 Shares 60 Est. Cost $116.67 Unrealized
CARE CAPITAL PROPERTIES INC 0.0%
Value ($000) $7 Shares 250 Est. Cost $30.63 Unrealized
SPECTRUM BRANDS HLDGS INC 0.0%
Value ($000) $6 Shares 58 Est. Cost $103.45 Unrealized
DU PONT 0.0%
Value ($000) $6 Shares 100 Est. Cost $70.00 Unrealized
CBOE CBOE HOLDINGS, INC. 0.0%
Value ($000) $6 Shares 90 Est. Cost $59.32 Unrealized -5.4%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $5 Shares 65 Est. Cost $64.91 Unrealized -14.9%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 39 Est. Cost $102.56 Unrealized
DR PEPPER SNAPPLE GROUP 0.0%
Value ($000) $4 Shares 45 Est. Cost $88.89 Unrealized
BIV VANGUARD BD INDX ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $84.00 Unrealized
PNR PENTAIR PLC USD 0.0%
Value ($000) $4 Shares 80 Est. Cost $30.91 Unrealized -11.0%
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $4 Shares 67 Est. Cost $64.10 Unrealized -12.1%
PIER 1 IMPORTS 0.0%
Value ($000) $4 Shares 500 Est. Cost $6.00 Unrealized
CAG CONAGRA FOODS 0.0%
Value ($000) $3 Shares 70 Est. Cost $22.44 Unrealized +2.3%
M MACY'S INC 0.0%
Value ($000) $3 Shares 70 Est. Cost $43.33 Unrealized -4.6%
HEWJ ISHARES TR ISHARES CURRENCY HEDGED 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
INSYS THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $30.00 Unrealized
ALPS ALERIAN MLP 0.0%
Value ($000) $3 Shares 250 Est. Cost $12.00 Unrealized
AMSURG CORP 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.43 Unrealized
TFI SPDR SERIES NUVEEN BARCLAYS MUNI BD 0.0%
Value ($000) $2 Shares 45 Est. Cost $44.44 Unrealized
BB&T 0.0%
Value ($000) $2 Shares 60 Est. Cost $37.65 Unrealized
BNS BANK OF NOVA SCOTIA 0.0%
Value ($000) $2 Shares 50 Est. Cost $26.88 Unrealized -5.2%
BAX BAXTER INTERNATIONAL 0.0%
Value ($000) $2 Shares 50 Est. Cost $31.05 Unrealized +4.6%
NOC NORTHROP GRUMMAN, CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $155.62 Unrealized +3.5%
DISCOVERY COMMUNICATIONS INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
BLD TOPBUILD CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.00 Unrealized -9.9%
HALYARD HEALTH INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $40.00 Unrealized
HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
HGTXU HUGOTON ROYALTY TRUST UNIT 0.0%
Value ($000) $0 Shares 51 Est. Cost Unrealized
CRT CROSS TIMBERS RTY UNIT 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized