Chesley Taft & Associates LLC Diversified Active

CIK: 0001164632 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 21, 2016

Total Value ($000): $975,183 (100.0% shares, 0.0% debt)

Holdings (250)

PEP Pepsico Inc 2.7%
Value ($000) $26,527 Shares 250,398 Est. Cost $57.47 Unrealized +34.1%
DIS Walt Disney Co. 2.7%
Value ($000) $26,426 Shares 270,147 Est. Cost $69.58 Unrealized +32.5%
General Electric Corporation 2.7%
Value ($000) $26,419 Shares 839,224 Est. Cost $23.39 Unrealized
XOM Exxon Mobil Corp 2.6%
Value ($000) $25,570 Shares 272,772 Est. Cost $53.39 Unrealized +8.4%
JNJ Johnson & Johnson Co. 2.5%
Value ($000) $24,674 Shares 203,415 Est. Cost $59.76 Unrealized +45.7%
Express Scripts Holding Co. 2.4%
Value ($000) $23,474 Shares 309,683 Est. Cost $66.44 Unrealized
GOOG Alphabet Inc. Cl C 2.3%
Value ($000) $22,266 Shares 32,171 Est. Cost $35.61 Unrealized +0.1%
MSFT Microsoft Corp 2.1%
Value ($000) $20,673 Shares 404,001 Est. Cost $34.02 Unrealized +35.2%
ACN Accenture PLC 1.9%
Value ($000) $18,878 Shares 166,635 Est. Cost $63.81 Unrealized +56.5%
Celgene Corporation 1.8%
Value ($000) $17,611 Shares 178,555 Est. Cost $90.40 Unrealized
HON Honeywell International 1.8%
Value ($000) $17,275 Shares 148,513 Est. Cost $54.85 Unrealized +53.5%
IJR iShares Core S&P SmallCap 1.8%
Value ($000) $17,101 Shares 147,160 Est. Cost $96.31 Unrealized
3M Company 1.6%
Value ($000) $15,796 Shares 90,199 Est. Cost $110.33 Unrealized
EFA iShares Tr MSCI EAFE Index 1.5%
Value ($000) $14,787 Shares 264,909 Est. Cost $58.69 Unrealized
Walgreens Boots Alliance, Inc. 1.5%
Value ($000) $14,713 Shares 176,692 Est. Cost $76.29 Unrealized
ECL Ecolab Inc. 1.4%
Value ($000) $13,854 Shares 116,810 Est. Cost $73.91 Unrealized +42.0%
WFC Wells Fargo & Co. 1.4%
Value ($000) $13,661 Shares 288,629 Est. Cost $35.03 Unrealized +6.3%
SYK Stryker Corporation 1.4%
Value ($000) $13,603 Shares 113,517 Est. Cost $56.92 Unrealized +76.3%
COST Costco Wholesale Corp. 1.4%
Value ($000) $13,580 Shares 86,472 Est. Cost $110.88 Unrealized +15.5%
ABT Abbott Laboratories 1.4%
Value ($000) $13,169 Shares 335,009 Est. Cost $29.12 Unrealized +14.6%
DHR Danaher Corporation 1.3%
Value ($000) $12,447 Shares 123,240 Est. Cost $33.57 Unrealized +19.4%
PM Philip Morris International, I 1.3%
Value ($000) $12,432 Shares 122,214 Est. Cost $49.81 Unrealized +23.3%
KHC Kraft Heinz Company/The 1.3%
Value ($000) $12,408 Shares 140,232 Est. Cost $47.83 Unrealized +12.0%
VZ Verizon Communications 1.3%
Value ($000) $12,375 Shares 221,611 Est. Cost $26.89 Unrealized +17.1%
NSRGY Nestle SA-Sponsored ADR 1.3%
Value ($000) $12,283 Shares 158,884 Est. Cost $65.91 Unrealized
ITW Illinois Tool Works Inc. 1.2%
Value ($000) $11,992 Shares 115,127 Est. Cost $50.24 Unrealized +65.8%
CVS CVS Caremark Corp 1.2%
Value ($000) $11,800 Shares 123,247 Est. Cost $48.64 Unrealized +53.2%
IJH iShares Core S&P MidCap 1.2%
Value ($000) $11,742 Shares 78,601 Est. Cost $115.92 Unrealized
VEU Vanguard FTSE All-World Ex-US 1.1%
Value ($000) $10,482 Shares 244,619 Est. Cost $43.40 Unrealized
PFE Pfizer, Inc 1.0%
Value ($000) $10,225 Shares 290,404 Est. Cost $16.47 Unrealized +27.8%
KO Coca Cola Company 1.0%
Value ($000) $10,185 Shares 224,687 Est. Cost $27.87 Unrealized +19.5%
SPY SPDR S&P 500 ETF Trust 1.0%
Value ($000) $10,035 Shares 47,905 Est. Cost $167.04 Unrealized
AMZN Amazon.com, Inc. 1.0%
Value ($000) $9,931 Shares 13,877 Est. Cost $13.58 Unrealized +149.1%
CHD Church & Dwight Company, Inc. 1.0%
Value ($000) $9,901 Shares 96,232 Est. Cost $26.18 Unrealized +62.6%
INTC Intel Corporation 1.0%
Value ($000) $9,895 Shares 301,682 Est. Cost $17.17 Unrealized +46.3%
V Visa Inc. 1.0%
Value ($000) $9,848 Shares 132,779 Est. Cost $62.37 Unrealized +17.4%
AAPL Apple Computer Inc. 1.0%
Value ($000) $9,514 Shares 99,524 Est. Cost $20.52 Unrealized +10.2%
AMGN Amgen, Inc. 0.9%
Value ($000) $8,989 Shares 59,077 Est. Cost $94.49 Unrealized +23.5%
SBUX Starbucks Corp 0.9%
Value ($000) $8,798 Shares 154,035 Est. Cost $32.56 Unrealized +42.6%
FedEx Corp 0.9%
Value ($000) $8,305 Shares 54,720 Est. Cost $152.68 Unrealized
TMO Thermo Fisher Scientific, Inc. 0.8%
Value ($000) $8,270 Shares 55,972 Est. Cost $81.71 Unrealized +75.8%
PYPL PayPal Holdings, Inc. 0.8%
Value ($000) $7,947 Shares 217,660 Est. Cost $35.90 Unrealized +6.2%
GLD SPDR Gold Trust 0.8%
Value ($000) $7,593 Shares 60,035 Est. Cost $124.29 Unrealized
CTSH Cognizant Technology Solutions 0.8%
Value ($000) $7,476 Shares 130,616 Est. Cost $37.14 Unrealized +44.2%
ORCL Oracle Systems Corporation 0.8%
Value ($000) $7,363 Shares 179,902 Est. Cost $28.31 Unrealized +22.2%
MDY SPDR S&P Midcap 400 ETF TR 0.7%
Value ($000) $6,674 Shares 24,515 Est. Cost $213.71 Unrealized
GOOGL Alphabet Inc. Cl A 0.7%
Value ($000) $6,656 Shares 9,461 Est. Cost $36.73 Unrealized -0.8%
IBM International Business Machine 0.6%
Value ($000) $6,139 Shares 40,447 Est. Cost $102.09 Unrealized -6.8%
ABBV AbbVie Inc. 0.6%
Value ($000) $6,042 Shares 97,589 Est. Cost $27.16 Unrealized +50.8%
JPM J P Morgan Chase & Co 0.6%
Value ($000) $5,805 Shares 93,417 Est. Cost $36.66 Unrealized +31.8%
AXP American Express 0.6%
Value ($000) $5,788 Shares 95,266 Est. Cost $68.63 Unrealized -19.5%
CVX Chevron Corp 0.6%
Value ($000) $5,748 Shares 54,835 Est. Cost $70.48 Unrealized -5.3%
META Facebook, Inc. 0.6%
Value ($000) $5,621 Shares 49,185 Est. Cost $56.31 Unrealized +103.2%
MA MasterCard, Inc. 0.6%
Value ($000) $5,595 Shares 63,535 Est. Cost $71.99 Unrealized +25.4%
E I DuPont De Nemours & Co 0.6%
Value ($000) $5,538 Shares 85,464 Est. Cost $59.43 Unrealized
IGSB iShares Tr Barclays 1-3 Year 0.6%
Value ($000) $5,485 Shares 51,706 Est. Cost $104.59 Unrealized
APH Amphenol Corp CL A 0.5%
Value ($000) $5,341 Shares 93,163 Est. Cost $10.02 Unrealized +31.0%
ICE IntercontinentalExchange Group 0.5%
Value ($000) $5,331 Shares 20,826 Est. Cost $35.83 Unrealized +24.5%
CRM Salesforce Com Inc. 0.5%
Value ($000) $5,316 Shares 66,949 Est. Cost $52.10 Unrealized +48.8%
FISV Fiserv Inc. 0.5%
Value ($000) $4,872 Shares 44,810 Est. Cost $29.09 Unrealized +76.9%
NVS Novartis AG 0.5%
Value ($000) $4,842 Shares 58,687 Est. Cost $71.74 Unrealized
NTRS Northern Trust Corp 0.5%
Value ($000) $4,764 Shares 71,896 Est. Cost $42.09 Unrealized +27.1%
WY Weyerhaeuser Co. 0.5%
Value ($000) $4,746 Shares 159,408 Est. Cost $18.15 Unrealized +16.3%
T AT&T Inc. 0.5%
Value ($000) $4,593 Shares 106,306 Est. Cost $12.23 Unrealized +23.6%
UNP Union Pacific Corp 0.4%
Value ($000) $4,185 Shares 47,965 Est. Cost $65.99 Unrealized +3.4%
UNH UnitedHealth Group, Inc. 0.4%
Value ($000) $4,180 Shares 29,601 Est. Cost $101.20 Unrealized +12.8%
WTW Willis Towers Watson PLC 0.4%
Value ($000) $4,111 Shares 33,068 Est. Cost $100.52 Unrealized +7.1%
VNQ Vanguard REIT 0.4%
Value ($000) $4,048 Shares 45,650 Est. Cost $72.46 Unrealized
MCD McDonalds Corp 0.4%
Value ($000) $4,040 Shares 33,570 Est. Cost $73.14 Unrealized +35.6%
PG Procter & Gamble Co 0.4%
Value ($000) $4,038 Shares 47,687 Est. Cost $55.14 Unrealized +14.9%
MUB iShares National Muni Bond Fun 0.4%
Value ($000) $4,019 Shares 35,275 Est. Cost $110.73 Unrealized
SLB Schlumberger Ltd 0.4%
Value ($000) $3,981 Shares 50,340 Est. Cost $53.70 Unrealized +8.4%
MRK Merck & Co., Inc. 0.4%
Value ($000) $3,904 Shares 67,770 Est. Cost $30.84 Unrealized +28.0%
NKE Nike Inc 0.4%
Value ($000) $3,893 Shares 70,529 Est. Cost $47.02 Unrealized +7.0%
GIS General Mills Inc. 0.4%
Value ($000) $3,842 Shares 53,873 Est. Cost $32.01 Unrealized +42.0%
NXPI NXP Semiconductors NV 0.4%
Value ($000) $3,838 Shares 48,990 Est. Cost $56.36 Unrealized +35.2%
PANW Palo Alto Networks, Inc. 0.4%
Value ($000) $3,812 Shares 31,080 Est. Cost $22.25 Unrealized +4.1%
Blackrock Inc 0.4%
Value ($000) $3,801 Shares 11,096 Est. Cost $278.03 Unrealized
IBB iShares Nasdaq Biotechnology I 0.4%
Value ($000) $3,721 Shares 14,459 Est. Cost $178.56 Unrealized
BUD Anheuser-Busch InBev NV ADR 0.4%
Value ($000) $3,616 Shares 27,464 Est. Cost $110.94 Unrealized
AGG iShares Core Total US Bond Mar 0.3%
Value ($000) $3,377 Shares 29,987 Est. Cost $108.02 Unrealized
Allergan plc 0.3%
Value ($000) $3,239 Shares 14,018 Est. Cost $302.99 Unrealized
MET MetLife, Inc. 0.3%
Value ($000) $3,090 Shares 77,575 Est. Cost $30.42 Unrealized -7.5%
APD Air Products & Chemicals Inc. 0.3%
Value ($000) $2,978 Shares 20,965 Est. Cost $64.49 Unrealized +62.7%
ADP Automatic Data Processing 0.3%
Value ($000) $2,787 Shares 30,341 Est. Cost $47.55 Unrealized +51.0%
Praxair Inc 0.3%
Value ($000) $2,752 Shares 24,489 Est. Cost $115.23 Unrealized
Stericycle Inc. 0.3%
Value ($000) $2,740 Shares 26,312 Est. Cost $110.47 Unrealized
QCOM Qualcomm Inc. 0.3%
Value ($000) $2,656 Shares 49,577 Est. Cost $45.06 Unrealized -10.6%
PFF iShares U.S. Preferred Stock 0.3%
Value ($000) $2,610 Shares 65,425 Est. Cost $38.85 Unrealized
LOW Lowes Companies Inc. 0.3%
Value ($000) $2,586 Shares 32,670 Est. Cost $32.60 Unrealized +98.7%
OMC Omnicom Group Inc. 0.3%
Value ($000) $2,580 Shares 31,662 Est. Cost $40.82 Unrealized +46.1%
IGIB iShares Intermediate Credit Bo 0.3%
Value ($000) $2,545 Shares 22,875 Est. Cost $107.36 Unrealized
EEM iShares MSCI Emerging Markets 0.2%
Value ($000) $2,371 Shares 68,994 Est. Cost $32.52 Unrealized
VB Vanguard Small-Cap ETF 0.2%
Value ($000) $2,285 Shares 19,753 Est. Cost $97.17 Unrealized
Isle of Capri Casinos, Inc. 0.2%
Value ($000) $2,262 Shares 123,484 Est. Cost $10.17 Unrealized
VTI Vanguard Total Stock Market VI 0.2%
Value ($000) $2,247 Shares 20,965 Est. Cost $85.29 Unrealized
DLTR Dollar Tree Stores, Inc. 0.2%
Value ($000) $2,238 Shares 23,745 Est. Cost $84.59 Unrealized 0.0%
SHW Sherwin Williams Co 0.2%
Value ($000) $2,203 Shares 7,500 Est. Cost $53.48 Unrealized +66.7%
CCI Crown Castle International Cor 0.2%
Value ($000) $2,181 Shares 21,500 Est. Cost $60.68 Unrealized 0.0%
TJX TJX Companies Inc. 0.2%
Value ($000) $2,158 Shares 27,948 Est. Cost $21.19 Unrealized +57.3%
VTIP Vanguard Short-Term Inflation 0.2%
Value ($000) $2,113 Shares 42,700 Est. Cost $48.38 Unrealized
ORLY O'Reilly Automotive, Inc. 0.2%
Value ($000) $2,033 Shares 7,500 Est. Cost $12.00 Unrealized +47.3%
NEE Nextera Energy, Inc. 0.2%
Value ($000) $2,013 Shares 15,436 Est. Cost $14.24 Unrealized +64.9%
EMR Emerson Electric Co. 0.2%
Value ($000) $1,945 Shares 37,290 Est. Cost $39.99 Unrealized +3.9%
CB Chubb Limited 0.2%
Value ($000) $1,904 Shares 14,565 Est. Cost $96.06 Unrealized +7.8%
CL Colgate Palmolive Company 0.2%
Value ($000) $1,889 Shares 25,807 Est. Cost $47.43 Unrealized +19.9%
WELL Welltower, Inc. 0.2%
Value ($000) $1,883 Shares 24,715 Est. Cost $44.80 Unrealized +10.5%
SHM SPDR Barclays Capital Short Te 0.2%
Value ($000) $1,796 Shares 36,588 Est. Cost $48.81 Unrealized
KMB Kimberly-Clark Corp 0.2%
Value ($000) $1,786 Shares 12,992 Est. Cost $63.75 Unrealized +47.4%
EXR Extra Space Storage, Inc. 0.2%
Value ($000) $1,763 Shares 19,050 Est. Cost $40.83 Unrealized +53.7%
Regeneron Pharmaceuticals, Inc 0.2%
Value ($000) $1,748 Shares 5,004 Est. Cost $224.88 Unrealized
VanEck Vectors High Yield Muni 0.2%
Value ($000) $1,729 Shares 53,497 Est. Cost $32.32 Unrealized
BND Vanguard Total Bond Market Fun 0.2%
Value ($000) $1,675 Shares 19,873 Est. Cost $80.82 Unrealized
GWW Grainger WW Inc 0.2%
Value ($000) $1,637 Shares 7,205 Est. Cost $195.74 Unrealized +0.2%
BIIB Biogen IDEC, Inc. 0.2%
Value ($000) $1,603 Shares 6,627 Est. Cost $325.18 Unrealized -19.0%
EMC Corporation 0.2%
Value ($000) $1,599 Shares 58,845 Est. Cost $23.62 Unrealized
HD Home Depot Inc. 0.2%
Value ($000) $1,589 Shares 12,443 Est. Cost $66.39 Unrealized +58.1%
JPMorgan Chase & Co Alerian ML 0.2%
Value ($000) $1,549 Shares 48,702 Est. Cost $28.97 Unrealized
NOC Northrop Grumman Corporation 0.2%
Value ($000) $1,540 Shares 6,929 Est. Cost $161.67 Unrealized +11.4%
IWR iShares Russell Midcap Index F 0.2%
Value ($000) $1,497 Shares 8,899 Est. Cost $130.28 Unrealized
CMCSA Comcast Corp-Cl A 0.2%
Value ($000) $1,484 Shares 22,766 Est. Cost $16.93 Unrealized +46.0%
CBOE Holdings, Inc. 0.1%
Value ($000) $1,431 Shares 21,475 Est. Cost $46.65 Unrealized
ROP Roper Industries Inc New 0.1%
Value ($000) $1,428 Shares 8,370 Est. Cost $117.48 Unrealized +40.5%
GILD Gilead Sciences, Inc. 0.1%
Value ($000) $1,406 Shares 16,855 Est. Cost $44.97 Unrealized +39.6%
SNA Snap-on Incorporated 0.1%
Value ($000) $1,392 Shares 8,820 Est. Cost $97.32 Unrealized +29.3%
SPG Simon Property Group Inc. 0.1%
Value ($000) $1,366 Shares 6,300 Est. Cost $91.45 Unrealized +35.8%
IVV iShares S&P 500 Index Fund 0.1%
Value ($000) $1,360 Shares 6,461 Est. Cost $174.62 Unrealized
Vectren Corporation 0.1%
Value ($000) $1,355 Shares 25,725 Est. Cost $34.06 Unrealized
BMY Bristol Myers Squibb Co 0.1%
Value ($000) $1,322 Shares 17,974 Est. Cost $28.91 Unrealized +74.7%
LMT Lockheed Martin Corpration 0.1%
Value ($000) $1,308 Shares 5,270 Est. Cost $75.38 Unrealized +141.9%
HSY Hershey Company 0.1%
Value ($000) $1,301 Shares 11,460 Est. Cost $72.82 Unrealized +2.2%
Yahoo Inc. 0.1%
Value ($000) $1,270 Shares 33,800 Est. Cost $25.12 Unrealized
FELE Franklin Electric Company, Inc 0.1%
Value ($000) $1,265 Shares 38,275 Est. Cost $27.52 Unrealized +7.2%
AWK American Water Works Co. 0.1%
Value ($000) $1,251 Shares 14,805 Est. Cost $54.63 Unrealized +13.2%
ITC Holdings Corporation 0.1%
Value ($000) $1,243 Shares 26,540 Est. Cost $52.33 Unrealized
MRSH Marsh & McLennan Companies, In 0.1%
Value ($000) $1,238 Shares 18,084 Est. Cost $31.19 Unrealized +75.3%
D Dominion Resources 0.1%
Value ($000) $1,205 Shares 15,467 Est. Cost $34.86 Unrealized +37.0%
CMS CMS Energy Corporation 0.1%
Value ($000) $1,160 Shares 25,300 Est. Cost $19.28 Unrealized +64.0%
Broadcom Limited/Frmrly Avago 0.1%
Value ($000) $1,159 Shares 7,455 Est. Cost $154.45 Unrealized
PRGO Perrigo Co Plc (New) 0.1%
Value ($000) $1,126 Shares 12,417 Est. Cost $164.53 Unrealized -37.0%
TXN Texas Instruments Inc. 0.1%
Value ($000) $1,046 Shares 16,700 Est. Cost $25.91 Unrealized +76.2%
Royal Dutch Shell PLC ADR CL A 0.1%
Value ($000) $1,033 Shares 18,715 Est. Cost $62.07 Unrealized
AOS A.O. Smith Corporation 0.1%
Value ($000) $1,032 Shares 11,710 Est. Cost $21.87 Unrealized +57.4%
GWX SPDR S&P International SmallCa 0.1%
Value ($000) $1,004 Shares 34,543 Est. Cost $28.25 Unrealized
ARW Arrow Electronics, Inc. 0.1%
Value ($000) $1,002 Shares 16,195 Est. Cost $63.49 Unrealized 0.0%
EOG EOG Resources 0.1%
Value ($000) $994 Shares 11,910 Est. Cost $59.32 Unrealized 0.0%
SWKS Skyworks Solutions, Inc. 0.1%
Value ($000) $992 Shares 15,670 Est. Cost $18.05 Unrealized +207.7%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $984 Shares 7,963 Est. Cost $98.16 Unrealized
SCZ iShares MSCI EAFE Small Cap In 0.1%
Value ($000) $971 Shares 20,110 Est. Cost $49.93 Unrealized
Time Warner Inc. 0.1%
Value ($000) $962 Shares 13,086 Est. Cost $67.18 Unrealized
TIP iShares Barclays US TIPS Fund 0.1%
Value ($000) $956 Shares 8,195 Est. Cost $110.05 Unrealized
LAMR Lamar Advertising Company 0.1%
Value ($000) $955 Shares 14,400 Est. Cost $54.89 Unrealized
SCHW Charles Schwab Corp. New 0.1%
Value ($000) $953 Shares 37,635 Est. Cost $23.31 Unrealized +8.0%
TD Ameritrade Holding Corp 0.1%
Value ($000) $951 Shares 33,410 Est. Cost $33.66 Unrealized
Johnson Controls, Inc. 0.1%
Value ($000) $938 Shares 21,195 Est. Cost $35.79 Unrealized
SYY Sysco Corporation 0.1%
Value ($000) $929 Shares 18,303 Est. Cost $24.64 Unrealized +52.9%
AEIS Advanced Energy Industries, In 0.1%
Value ($000) $921 Shares 24,275 Est. Cost $28.80 Unrealized +21.8%
CMP Compass Minerals International 0.1%
Value ($000) $920 Shares 12,395 Est. Cost $62.85 Unrealized -10.3%
JLL Jones Lang Lasalle Inc. 0.1%
Value ($000) $909 Shares 9,330 Est. Cost $147.35 Unrealized -23.7%
Mylan N.V. 0.1%
Value ($000) $876 Shares 20,255 Est. Cost $54.07 Unrealized
BDX Becton Dickinson & Company 0.1%
Value ($000) $866 Shares 5,105 Est. Cost $79.88 Unrealized +73.2%
SBNY Signature Bank 0.1%
Value ($000) $861 Shares 6,895 Est. Cost $152.38 Unrealized
EFX Equifax, Inc. 0.1%
Value ($000) $852 Shares 6,635 Est. Cost $110.67 Unrealized 0.0%
PrivateBancorp, Inc. 0.1%
Value ($000) $819 Shares 18,600 Est. Cost $21.54 Unrealized
WHR Whirlpool Corporation 0.1%
Value ($000) $817 Shares 4,900 Est. Cost $169.22 Unrealized +4.3%
O Realty Income Corporation 0.1%
Value ($000) $786 Shares 11,325 Est. Cost $24.81 Unrealized +55.5%
IWF iShares Russell 1000 Growth In 0.1%
Value ($000) $770 Shares 7,675 Est. Cost $85.19 Unrealized
CSCO Cisco Systems Inc. 0.1%
Value ($000) $766 Shares 26,702 Est. Cost $15.33 Unrealized +36.1%
VOD Vodafone Group New ADR 0.1%
Value ($000) $755 Shares 24,449 Est. Cost $32.16 Unrealized
Dow Chemical Company 0.1%
Value ($000) $715 Shares 14,380 Est. Cost $48.85 Unrealized
LEG Leggett & Platt Inc Com 0.1%
Value ($000) $710 Shares 13,900 Est. Cost $31.24 Unrealized +57.6%
ARCC Ares Capital Corporation 0.1%
Value ($000) $708 Shares 49,875 Est. Cost $5.48 Unrealized +8.3%
LVS Las Vegas Sands Corp 0.1%
Value ($000) $705 Shares 16,200 Est. Cost $38.45 Unrealized -5.0%
KEY KeyCorp 0.1%
Value ($000) $704 Shares 63,700 Est. Cost $9.34 Unrealized -14.4%
SJNK SPDR Barclays Capital Short Te 0.1%
Value ($000) $702 Shares 26,000 Est. Cost $25.72 Unrealized
United Technologies Corp 0.1%
Value ($000) $698 Shares 6,805 Est. Cost $98.51 Unrealized
Ingram Micro Inc. Cl A 0.1%
Value ($000) $688 Shares 19,790 Est. Cost $26.13 Unrealized
INTU Intuit Inc. 0.1%
Value ($000) $670 Shares 6,000 Est. Cost $55.54 Unrealized +75.1%
IXC iShares S&P Global Energy Inde 0.1%
Value ($000) $662 Shares 20,500 Est. Cost $28.53 Unrealized
GPC Genuine Parts Company 0.1%
Value ($000) $658 Shares 6,500 Est. Cost $54.46 Unrealized +34.7%
IWV iShares Russell 3000 0.1%
Value ($000) $657 Shares 5,300 Est. Cost $107.09 Unrealized
PacWest Bancorp 0.1%
Value ($000) $656 Shares 16,500 Est. Cost $46.77 Unrealized
Six Flags Entertainment Corpor 0.1%
Value ($000) $648 Shares 11,175 Est. Cost $45.79 Unrealized
BNDX Vanguard Total International B 0.1%
Value ($000) $646 Shares 11,600 Est. Cost $53.19 Unrealized
POWI Power Integrations, Inc. 0.1%
Value ($000) $646 Shares 12,910 Est. Cost $24.21 Unrealized -8.1%
Macquarie Infrastructure Corpo 0.1%
Value ($000) $631 Shares 8,525 Est. Cost $74.02 Unrealized
Anadarko Petroleum 0.1%
Value ($000) $620 Shares 11,650 Est. Cost $80.71 Unrealized
DLR Digital Realty Trust, Inc. 0.1%
Value ($000) $599 Shares 5,500 Est. Cost $35.44 Unrealized +91.4%
BIV Vanguard Intermediate Term Bon 0.1%
Value ($000) $594 Shares 6,745 Est. Cost $83.48 Unrealized
PowerShares Senior Loan Portfo 0.1%
Value ($000) $592 Shares 25,775 Est. Cost $22.41 Unrealized
VEA Vanguard MSCI EAFE ETF 0.1%
Value ($000) $591 Shares 16,710 Est. Cost $36.71 Unrealized
LQD iShares iBoxx $ Inv Grade Corp 0.1%
Value ($000) $590 Shares 4,810 Est. Cost $114.73 Unrealized
EMB iShares JPMorgan Emerg Mrkts B 0.1%
Value ($000) $588 Shares 5,105 Est. Cost $106.77 Unrealized
MCHP Microchip Technology, Inc. 0.1%
Value ($000) $580 Shares 11,425 Est. Cost $14.07 Unrealized +47.6%
MDT Medtronic PLC 0.1%
Value ($000) $562 Shares 6,476 Est. Cost $58.12 Unrealized +9.3%
XLF SPDR Financial Select Sector 0.1%
Value ($000) $555 Shares 24,300 Est. Cost $19.91 Unrealized
A Agilent Technologies Inc. 0.1%
Value ($000) $547 Shares 12,325 Est. Cost $28.27 Unrealized +41.5%
Laboratory Corp Amer Hldgs 0.1%
Value ($000) $547 Shares 4,200 Est. Cost $99.73 Unrealized
SO Southern Company 0.1%
Value ($000) $546 Shares 10,190 Est. Cost $26.77 Unrealized +25.6%
PSA Public Storage 0.1%
Value ($000) $537 Shares 2,100 Est. Cost $144.40 Unrealized +20.7%
Royal Dutch Shell PLC ADR CL B 0.1%
Value ($000) $514 Shares 9,175 Est. Cost $66.26 Unrealized
UGI UGI Corp New 0.1%
Value ($000) $509 Shares 11,250 Est. Cost $28.89 Unrealized +45.9%
WEC WEC Energy Group, Inc. 0.0%
Value ($000) $482 Shares 7,385 Est. Cost $34.99 Unrealized +26.1%
ODFL Old Dominion Freight Line, Inc 0.0%
Value ($000) $475 Shares 7,880 Est. Cost $21.84 Unrealized -5.8%
MDLZ Mondelez International, Inc. 0.0%
Value ($000) $472 Shares 10,378 Est. Cost $24.37 Unrealized +42.9%
WGL Holdings, Inc. 0.0%
Value ($000) $471 Shares 6,650 Est. Cost $43.25 Unrealized
AN AutoNation, Inc. 0.0%
Value ($000) $465 Shares 9,905 Est. Cost $52.62 Unrealized -8.8%
Virtusa Corporation 0.0%
Value ($000) $461 Shares 15,955 Est. Cost $36.94 Unrealized
Total SA ADR 0.0%
Value ($000) $444 Shares 9,225 Est. Cost $44.76 Unrealized
XRAY DENTSPLY SIRONA, Inc. 0.0%
Value ($000) $439 Shares 7,074 Est. Cost $58.93 Unrealized +4.4%
CME CME Group Inc. Class A 0.0%
Value ($000) $428 Shares 4,395 Est. Cost $63.10 Unrealized +4.3%
SR Spire, Inc. 0.0%
Value ($000) $424 Shares 5,990 Est. Cost $70.78 Unrealized
YUM YUM! Brands, Inc. 0.0%
Value ($000) $418 Shares 5,037 Est. Cost $49.47 Unrealized 0.0%
Jacobs Engineering Group Inc 0.0%
Value ($000) $402 Shares 8,065 Est. Cost $55.11 Unrealized
Agrium Inc. 0.0%
Value ($000) $396 Shares 4,380 Est. Cost $89.56 Unrealized
B/E Aerospace, Inc. 0.0%
Value ($000) $395 Shares 8,565 Est. Cost $57.20 Unrealized
Altria Group Inc. 0.0%
Value ($000) $384 Shares 5,563 Est. Cost $36.79 Unrealized
IEO iShares Dow Jones US Oil & Gas 0.0%
Value ($000) $383 Shares 6,750 Est. Cost $71.62 Unrealized
LLY Eli Lilly & Co. 0.0%
Value ($000) $377 Shares 4,783 Est. Cost $43.88 Unrealized +46.1%
TGT Target Corp 0.0%
Value ($000) $374 Shares 5,356 Est. Cost $48.22 Unrealized +16.3%
BK Bank of New York Mellon Corp 0.0%
Value ($000) $371 Shares 9,552 Est. Cost $31.02 Unrealized 0.0%
GD General Dynamics Corp 0.0%
Value ($000) $362 Shares 2,600 Est. Cost $106.49 Unrealized +6.2%
EL Estee Lauder Companies, Inc. 0.0%
Value ($000) $329 Shares 3,618 Est. Cost $58.22 Unrealized +41.7%
PAYX Paychex Inc. 0.0%
Value ($000) $323 Shares 5,435 Est. Cost $25.87 Unrealized +55.3%
Cedar Fair, L. P. Dep 0.0%
Value ($000) $312 Shares 5,400 Est. Cost $45.17 Unrealized
Equity Commonwealth 0.0%
Value ($000) $292 Shares 10,025 Est. Cost $29.13 Unrealized
AFL Aflac Inc. 0.0%
Value ($000) $289 Shares 4,000 Est. Cost $23.58 Unrealized +15.7%
XLE SPDR Energy Select Sector 0.0%
Value ($000) $273 Shares 4,000 Est. Cost $60.25 Unrealized
DJP iPATH Dow Jones UBS Commodity 0.0%
Value ($000) $265 Shares 10,700 Est. Cost $24.77 Unrealized
CAT Caterpillar Inc. 0.0%
Value ($000) $250 Shares 3,300 Est. Cost $61.70 Unrealized -3.0%
Barclays Bank PLC Pfd. 6.625% 0.0%
Value ($000) $247 Shares 9,660 Est. Cost $25.88 Unrealized
IYW iShares Dow Jones U.S. Technol 0.0%
Value ($000) $247 Shares 2,350 Est. Cost $97.57 Unrealized
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $242 Shares 4,836 Est. Cost $45.53 Unrealized +27.7%
BA Boeing Company 0.0%
Value ($000) $242 Shares 1,866 Est. Cost $101.97 Unrealized +16.2%
IWM iShares Russell 2000 Index Fun 0.0%
Value ($000) $240 Shares 2,091 Est. Cost $117.71 Unrealized
IVW iShares S&P 500 Growth Index F 0.0%
Value ($000) $236 Shares 2,025 Est. Cost $114.07 Unrealized
EXC Exelon Corporation 0.0%
Value ($000) $230 Shares 6,334 Est. Cost $15.84 Unrealized +11.4%
SUB iShares S&P Short Term Nat'l A 0.0%
Value ($000) $229 Shares 2,150 Est. Cost $106.05 Unrealized
XLU SPDR Utilities Select Sector 0.0%
Value ($000) $226 Shares 4,300 Est. Cost $49.53 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $221 Shares 2,600 Est. Cost $69.12 Unrealized +0.9%
HSBC Holdings PLC 8.125% 0.0%
Value ($000) $221 Shares 8,200 Est. Cost $26.71 Unrealized
HE Hawaiian Electric Industries I 0.0%
Value ($000) $220 Shares 6,700 Est. Cost $29.95 Unrealized +10.0%
DVY iShares DJ Select Dividend Ind 0.0%
Value ($000) $213 Shares 2,500 Est. Cost $81.60 Unrealized
DE Deere & Company 0.0%
Value ($000) $211 Shares 2,600 Est. Cost $66.30 Unrealized +5.5%
IEZ iShares Dow Jones US Oil Equip 0.0%
Value ($000) $204 Shares 5,275 Est. Cost $38.67 Unrealized
Aon PLC CL A 0.0%
Value ($000) $203 Shares 1,860 Est. Cost $109.14 Unrealized
CC Chemours Company 0.0%
Value ($000) $133 Shares 16,139 Est. Cost $7.40 Unrealized -12.4%
SunEdison, Inc.\In Bankruptcy 0.0%
Value ($000) $2 Shares 12,730 Est. Cost $8.20 Unrealized
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