Grove Bank & Trust Diversified Active

CIK: 0001662212 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 5, 2016

Total Value ($000): $111,620 (100.0% shares, 0.0% debt)

Holdings (272)

IGSB I SHARES 1-3 YR CREDIT BOND ETF 8.0%
Value ($000) $8,972 Shares 84,570 Est. Cost $104.60 Unrealized
XOM EXXON MOBIL 5.1%
Value ($000) $5,720 Shares 61,015 Est. Cost $51.53 Unrealized +12.3%
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 4.0%
Value ($000) $4,496 Shares 38,690 Est. Cost $110.67 Unrealized
VNQ VANGUARD REIT ETF 3.9%
Value ($000) $4,337 Shares 48,916 Est. Cost $80.70 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 3.3%
Value ($000) $3,710 Shares 33,348 Est. Cost $107.29 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 3.2%
Value ($000) $3,624 Shares 13,312 Est. Cost $254.02 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 3.1%
Value ($000) $3,470 Shares 151,858 Est. Cost $22.83 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED 3.1%
Value ($000) $3,462 Shares 68,529 Est. Cost $53.81 Unrealized
AGG I SHARES CORE US AGG BOND M 2.4%
Value ($000) $2,654 Shares 23,562 Est. Cost $108.02 Unrealized
REYNOLDS AMERICAN INC 2.3%
Value ($000) $2,574 Shares 47,733 Est. Cost $46.15 Unrealized
T AT&T INC 2.2%
Value ($000) $2,480 Shares 57,392 Est. Cost $12.48 Unrealized +21.1%
VZ VERIZON COMMUNICATIONS 2.2%
Value ($000) $2,413 Shares 43,211 Est. Cost $26.99 Unrealized +16.6%
MO ALTRIA GROUP 1.8%
Value ($000) $2,009 Shares 29,140 Est. Cost $29.53 Unrealized +12.4%
AMGN AMGEN 1.5%
Value ($000) $1,681 Shares 11,050 Est. Cost $116.50 Unrealized +0.2%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $1,641 Shares 13,526 Est. Cost $75.99 Unrealized +14.6%
CVX CHEVRON TEXACO 1.4%
Value ($000) $1,594 Shares 15,213 Est. Cost $58.63 Unrealized +13.9%
MRK MERCK & CO INC NEW 1.4%
Value ($000) $1,592 Shares 27,636 Est. Cost $36.84 Unrealized +7.2%
XLK TECHNOLOGY SELECT SECTOR SPDR 1.4%
Value ($000) $1,566 Shares 36,120 Est. Cost $42.84 Unrealized
PM PHILIP MORRIS INTL INC 1.4%
Value ($000) $1,552 Shares 15,255 Est. Cost $52.83 Unrealized +16.2%
DXJ WISDOMTREE JAPAN HEDGED 1.4%
Value ($000) $1,549 Shares 39,957 Est. Cost $50.09 Unrealized
TIP ISHARES TIPS BOND ETF 1.4%
Value ($000) $1,520 Shares 13,023 Est. Cost $109.95 Unrealized
NATIONAL GRID PLC 1.3%
Value ($000) $1,500 Shares 20,172 Est. Cost $69.67 Unrealized
MCD MCDONALDS 1.3%
Value ($000) $1,459 Shares 12,125 Est. Cost $87.64 Unrealized +13.1%
DUK DUKE ENERGY CORP NEW 1.1%
Value ($000) $1,248 Shares 14,551 Est. Cost $46.64 Unrealized +15.4%
PG PROCTER & GAMBLE 1.1%
Value ($000) $1,179 Shares 13,921 Est. Cost $58.49 Unrealized +8.3%
SO SOUTHERN COMPANY 1.0%
Value ($000) $1,163 Shares 21,678 Est. Cost $29.80 Unrealized +12.8%
KMB KIMBERLY CLARK 1.0%
Value ($000) $1,138 Shares 8,277 Est. Cost $85.16 Unrealized +10.3%
GLAXO SMITHKLINE PLC ADR 1.0%
Value ($000) $1,123 Shares 25,908 Est. Cost $40.58 Unrealized
D DOMINION RESOURCES 1.0%
Value ($000) $1,118 Shares 14,351 Est. Cost $44.59 Unrealized +7.1%
KO COCA-COLA 1.0%
Value ($000) $1,070 Shares 23,612 Est. Cost $30.93 Unrealized +7.7%
AAPL APPLE COMPUTER 0.9%
Value ($000) $1,037 Shares 10,848 Est. Cost $25.63 Unrealized -11.8%
KHC KRAFT HEINZ CO 0.8%
Value ($000) $925 Shares 10,450 Est. Cost $47.06 Unrealized +13.9%
BCE BCE INC NEW 0.8%
Value ($000) $916 Shares 19,360 Est. Cost $23.43 Unrealized +11.4%
XLY CONSUMER DISCRETIONARY SPDR 0.8%
Value ($000) $899 Shares 11,515 Est. Cost $78.11 Unrealized
HD HOME DEPOT 0.8%
Value ($000) $882 Shares 6,912 Est. Cost $99.96 Unrealized +5.0%
MSFT MICROSOFT 0.8%
Value ($000) $853 Shares 16,669 Est. Cost $45.94 Unrealized +0.1%
ABBV ABBVIE INC 0.8%
Value ($000) $848 Shares 13,691 Est. Cost $38.14 Unrealized +7.4%
VTI VANGUARD TOTAL STOCK MK VIPERS 0.7%
Value ($000) $837 Shares 7,812 Est. Cost $104.35 Unrealized
CCI CROWN CASTLE INTL CORP 0.7%
Value ($000) $824 Shares 8,121 Est. Cost $60.68 Unrealized 0.0%
WELL WELLTOWER INC COM 0.7%
Value ($000) $802 Shares 10,522 Est. Cost $44.44 Unrealized +11.4%
UNILEVER PLC AMER SHS ADR NEW 0.7%
Value ($000) $773 Shares 16,146 Est. Cost $43.34 Unrealized
CMCSA COMCAST CL A 0.7%
Value ($000) $766 Shares 11,756 Est. Cost $23.76 Unrealized +4.0%
PPL PPL 0.7%
Value ($000) $766 Shares 20,297 Est. Cost $21.57 Unrealized +14.8%
GIS GENERAL MILLS 0.7%
Value ($000) $737 Shares 10,346 Est. Cost $40.69 Unrealized +11.7%
XLV HEALTH CARE SELECT SECTOR SPDR 0.6%
Value ($000) $720 Shares 10,048 Est. Cost $72.00 Unrealized
VTR VENTAS INC. 0.6%
Value ($000) $693 Shares 9,519 Est. Cost $35.84 Unrealized +21.2%
VOD VODAFONE GROUP PLC NE 0.5%
Value ($000) $613 Shares 19,867 Est. Cost $32.02 Unrealized
GOOGL ALPHABET INC CLASS A 0.5%
Value ($000) $598 Shares 850 Est. Cost $36.72 Unrealized -0.8%
HON HONEYWELL INTERNATIONAL 0.5%
Value ($000) $594 Shares 5,108 Est. Cost $74.32 Unrealized +13.3%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.5%
Value ($000) $559 Shares 9,972 Est. Cost $53.00 Unrealized
JPM JP MORGAN CHASE 0.5%
Value ($000) $535 Shares 8,617 Est. Cost $49.68 Unrealized -2.7%
O REALTY INCOME CORP 0.5%
Value ($000) $528 Shares 7,616 Est. Cost $30.14 Unrealized +28.0%
PEP PEPSICO 0.5%
Value ($000) $520 Shares 4,909 Est. Cost $73.59 Unrealized +4.7%
GOOG ALPHABET INC CLASS C 0.4%
Value ($000) $475 Shares 686 Est. Cost $35.61 Unrealized +0.1%
MMM 3M 0.4%
Value ($000) $465 Shares 2,654 Est. Cost $92.12 Unrealized +11.2%
SBUX STARBUCKS 0.4%
Value ($000) $463 Shares 8,103 Est. Cost $48.51 Unrealized -4.3%
SNY SANOFI-AVENTIS 0.4%
Value ($000) $463 Shares 11,069 Est. Cost $42.11 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $462 Shares 11,764 Est. Cost $36.55 Unrealized -8.7%
AMZN AMAZON COM INC 0.4%
Value ($000) $457 Shares 639 Est. Cost $31.62 Unrealized +6.9%
AEP AMERICAN ELECTRIC POWER 0.4%
Value ($000) $448 Shares 6,391 Est. Cost $39.84 Unrealized +17.0%
EXPRESS SCRIPTS HLDGS CO 0.4%
Value ($000) $424 Shares 5,587 Est. Cost $87.42 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $422 Shares 2,911 Est. Cost $132.71 Unrealized +7.7%
DIS DISNEY 0.4%
Value ($000) $413 Shares 4,228 Est. Cost $101.89 Unrealized -9.5%
MA MASTERCARD INC CL A 0.4%
Value ($000) $411 Shares 4,670 Est. Cost $92.03 Unrealized -1.9%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $403 Shares 3,090 Est. Cost $19.50 Unrealized +20.5%
ALLERGAN PLC SHS 0.4%
Value ($000) $394 Shares 1,706 Est. Cost $293.04 Unrealized
EFX EQUIFAX INC 0.3%
Value ($000) $381 Shares 2,964 Est. Cost $98.15 Unrealized +12.8%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $373 Shares 2,376 Est. Cost $132.55 Unrealized -3.4%
KR KROGER 0.3%
Value ($000) $356 Shares 9,656 Est. Cost $31.64 Unrealized -6.6%
ORCL ORACLE 0.3%
Value ($000) $355 Shares 8,675 Est. Cost $32.79 Unrealized +5.5%
AFL AFLAC 0.3%
Value ($000) $332 Shares 4,605 Est. Cost $24.53 Unrealized +11.2%
AZO AUTOZONE INC COM 0.3%
Value ($000) $329 Shares 415 Est. Cost $762.69 Unrealized +1.0%
EMC 0.3%
Value ($000) $312 Shares 11,463 Est. Cost $25.68 Unrealized
OHI OMEGA HEALTHCARE INVESTORS 0.3%
Value ($000) $293 Shares 8,621 Est. Cost $34.75 Unrealized
VUG VANGUARD INDEX FDS GROWTH ETF 0.3%
Value ($000) $287 Shares 2,675 Est. Cost $106.51 Unrealized
DLTR DOLLAR TREE, INC. 0.3%
Value ($000) $286 Shares 3,039 Est. Cost $70.61 Unrealized +19.8%
META FACEBOOK, INC. 0.3%
Value ($000) $285 Shares 2,494 Est. Cost $102.85 Unrealized +11.3%
MCK MCKESSON 0.2%
Value ($000) $276 Shares 1,475 Est. Cost $170.02 Unrealized -4.3%
VCSH VANGUARD SHORT TERM CORP BOND FUND 0.2%
Value ($000) $275 Shares 3,400 Est. Cost $79.12 Unrealized
IWM ISHARES RUSSELL 2000 INDEX FUND 0.2%
Value ($000) $274 Shares 2,387 Est. Cost $112.69 Unrealized
CVS CVS 0.2%
Value ($000) $255 Shares 2,664 Est. Cost $72.59 Unrealized +2.6%
BP BP PLC SPONSORED ADR 0.2%
Value ($000) $236 Shares 6,656 Est. Cost $32.04 Unrealized
AZN ASTRAZENECA PLC SPONS ADR 0.2%
Value ($000) $225 Shares 7,450 Est. Cost $33.96 Unrealized
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $221 Shares 3,000 Est. Cost $46.72 Unrealized +8.1%
HSIC HENRY SCHEIN, INC 0.2%
Value ($000) $220 Shares 1,240 Est. Cost $67.59 Unrealized 0.0%
V VISA INC- CLASS A SHARES 0.2%
Value ($000) $217 Shares 2,931 Est. Cost $72.19 Unrealized +1.4%
VV VANGUARD INDEX FDS LARGE CAP ETF 0.2%
Value ($000) $217 Shares 2,260 Est. Cost $93.76 Unrealized
VIG VANGUARD SPECIALIZED PORTFOLDIV APP ETF 0.2%
Value ($000) $216 Shares 2,600 Est. Cost $78.91 Unrealized
TJX TJX 0.2%
Value ($000) $214 Shares 2,781 Est. Cost $30.90 Unrealized +7.9%
LABORATORY CORP AMER HLDGS 0.2%
Value ($000) $211 Shares 1,626 Est. Cost $122.47 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.2%
Value ($000) $210 Shares 2,490 Est. Cost $47.42 Unrealized +30.4%
OMC OMNICOM GROUP 0.2%
Value ($000) $209 Shares 2,560 Est. Cost $59.65 Unrealized 0.0%
BROADCOM LTD NPV 0.2%
Value ($000) $206 Shares 1,327 Est. Cost $154.48 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.2%
Value ($000) $205 Shares 4,185 Est. Cost $42.44 Unrealized +1.2%
VRSN VERISIGN INC COM 0.2%
Value ($000) $192 Shares 2,222 Est. Cost $82.63 Unrealized +3.4%
VRSK VERISK ANA USD 0.2%
Value ($000) $188 Shares 2,313 Est. Cost $72.31 Unrealized +3.7%
VOT VANGUARD INDEX FDS MCAP GR IDXVIP 0.2%
Value ($000) $187 Shares 1,840 Est. Cost $100.00 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $173 Shares 3,107 Est. Cost $58.01 Unrealized
CB CHUBB LTD 0.2%
Value ($000) $171 Shares 1,310 Est. Cost $96.06 Unrealized +7.8%
DHR DANAHER CORP 0.1%
Value ($000) $164 Shares 1,626 Est. Cost $38.08 Unrealized +5.2%
ECL ECOLAB INC COM 0.1%
Value ($000) $164 Shares 1,383 Est. Cost $104.51 Unrealized +0.4%
CRM SALESFORCE COM INC 0.1%
Value ($000) $160 Shares 2,020 Est. Cost $77.17 Unrealized +0.5%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $152 Shares 1,828 Est. Cost $72.90 Unrealized -13.9%
HYG I SHARES IBOXX USD H/Y CORP BOND ETF 0.1%
Value ($000) $151 Shares 1,784 Est. Cost $80.57 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $147 Shares 995 Est. Cost $129.50 Unrealized +10.9%
STERICYCLE INC COM 0.1%
Value ($000) $140 Shares 1,347 Est. Cost $120.68 Unrealized
NFLX NETFLIX, INC. 0.1%
Value ($000) $140 Shares 1,526 Est. Cost $11.40 Unrealized -15.7%
ROST ROSS STORES INC COM 0.1%
Value ($000) $133 Shares 2,355 Est. Cost $46.25 Unrealized +9.2%
LOW LOWE'S COS INC 0.1%
Value ($000) $127 Shares 1,605 Est. Cost $61.72 Unrealized +5.0%
EEM ISHARES MSCI EMERGING MKTS ETF 0.1%
Value ($000) $124 Shares 3,613 Est. Cost $33.40 Unrealized
LLY LILLY ELI 0.1%
Value ($000) $122 Shares 1,550 Est. Cost $69.53 Unrealized -7.8%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $122 Shares 1,145 Est. Cost $35.31 Unrealized +15.1%
POWERSHARES PREFERRED ETF 0.1%
Value ($000) $118 Shares 7,700 Est. Cost $14.90 Unrealized
BIDU BAIDU INC 0.1%
Value ($000) $116 Shares 700 Est. Cost $188.86 Unrealized
NXPI NXP SEMICONDUCTORS N.V. 0.1%
Value ($000) $115 Shares 1,474 Est. Cost $76.06 Unrealized +0.2%
FDX FEDEX 0.1%
Value ($000) $112 Shares 742 Est. Cost $131.85 Unrealized +5.6%
IJH ISHARES S&P MIDCAP 400 0.1%
Value ($000) $111 Shares 740 Est. Cost $147.30 Unrealized
UNITED TECHNOLOGIES 0.1%
Value ($000) $106 Shares 1,037 Est. Cost $96.26 Unrealized
ED CONSOLIDATED EDISON 0.1%
Value ($000) $105 Shares 1,312 Est. Cost $48.56 Unrealized +9.5%
DEO DIAGEO P L C SPON ADR NEW 0.1%
Value ($000) $101 Shares 899 Est. Cost $109.01 Unrealized
GENERAL ELECTRIC 0.1%
Value ($000) $99 Shares 3,145 Est. Cost $31.30 Unrealized
MRSH MARSH & MCLENNAN 0.1%
Value ($000) $96 Shares 1,407 Est. Cost $46.56 Unrealized +17.4%
EEFT EURONET WORLDWIDE 0.1%
Value ($000) $94 Shares 1,360 Est. Cost $76.51 Unrealized -0.5%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $91 Shares 1,000 Est. Cost $74.79 Unrealized +10.3%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $91 Shares 1,800 Est. Cost $19.24 Unrealized +7.9%
FRCB FIRST REPUBLIC BANK OF SAN FRANCISCO 0.1%
Value ($000) $87 Shares 1,250 Est. Cost $62.70 Unrealized +5.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $87 Shares 616 Est. Cost $100.35 Unrealized +13.8%
WAB WABTEC CORP COM 0.1%
Value ($000) $86 Shares 1,220 Est. Cost $75.32 Unrealized -2.5%
ISHARES MSCI JAPAN INDEX 0.1%
Value ($000) $85 Shares 7,365 Est. Cost $12.06 Unrealized
FIS FIDELITY NAT'L INFORMATION 0.1%
Value ($000) $79 Shares 1,070 Est. Cost $55.49 Unrealized +7.2%
SPY STANDARD & POORS LARGE CAP 500 0.1%
Value ($000) $79 Shares 375 Est. Cost $202.67 Unrealized
HXL HEXCEL CORP NEW COM 0.1%
Value ($000) $78 Shares 1,875 Est. Cost $46.22 Unrealized -5.4%
WFC WELLS FARGO 0.1%
Value ($000) $78 Shares 1,638 Est. Cost $40.74 Unrealized -8.6%
PFE PFIZER 0.1%
Value ($000) $75 Shares 2,137 Est. Cost $20.78 Unrealized +1.3%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $74 Shares 870 Est. Cost $81.61 Unrealized
CITRIX SYSTEMS 0.1%
Value ($000) $71 Shares 882 Est. Cost $76.00 Unrealized
CELGENE CORP 0.1%
Value ($000) $69 Shares 704 Est. Cost $119.26 Unrealized
CRI CARTER INC COM 0.1%
Value ($000) $69 Shares 650 Est. Cost $68.43 Unrealized +16.3%
NVO NOVO NORDISK A/S ADR 0.1%
Value ($000) $68 Shares 1,258 Est. Cost $57.97 Unrealized
ICLR ICON PLC 0.1%
Value ($000) $65 Shares 924 Est. Cost $71.41 Unrealized -3.9%
IMAX IMAX CORP 0.1%
Value ($000) $64 Shares 2,173 Est. Cost $34.33 Unrealized -8.6%
A AGILENT TECHNOLOGIES 0.1%
Value ($000) $60 Shares 1,355 Est. Cost $35.78 Unrealized +11.8%
MBB I SHARES MBS ETF 0.1%
Value ($000) $59 Shares 536 Est. Cost $108.21 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $58 Shares 340 Est. Cost $172.39 Unrealized -4.3%
SONY SONY CORP AMERN SHS NEW 0.1%
Value ($000) $58 Shares 1,969 Est. Cost $24.63 Unrealized
LQD ISHARES IBOXX USD INV GRADE CORP BD ETF 0.1%
Value ($000) $57 Shares 465 Est. Cost $113.98 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $56 Shares 1,330 Est. Cost $37.10 Unrealized -10.8%
BARCLAYS BK PLC PFD 8.125% 0.0%
Value ($000) $52 Shares 2,000 Est. Cost $26.50 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $50 Shares 465 Est. Cost $70.63 Unrealized +3.5%
WALGREENS BOOTS ALLIANCE I USD 0.0%
Value ($000) $49 Shares 589 Est. Cost $84.89 Unrealized
DELPHI AUTOMOTIVE PLC 0.0%
Value ($000) $48 Shares 766 Est. Cost $85.50 Unrealized
SCZ ISHARES TR MSCI EAFE SMALL- CAP ETF 0.0%
Value ($000) $48 Shares 988 Est. Cost $48.58 Unrealized
NVS NOVARTIS AG-ADR 0.0%
Value ($000) $47 Shares 572 Est. Cost $85.66 Unrealized
BUD ANHEUSER BUSCH INBEV SA ADR 0.0%
Value ($000) $46 Shares 347 Est. Cost $123.92 Unrealized
LYB LYONDELLBASELL INDUSTRIES 0.0%
Value ($000) $46 Shares 614 Est. Cost $52.02 Unrealized -8.6%
TM TOYOTA MTR CP ADS 0.0%
Value ($000) $45 Shares 446 Est. Cost $123.32 Unrealized
PVH PVH CORP 0.0%
Value ($000) $45 Shares 474 Est. Cost $87.14 Unrealized +6.4%
ALB ALBEMARLE CORP 0.0%
Value ($000) $44 Shares 555 Est. Cost $44.66 Unrealized +44.1%
WMT WAL-MART STORES 0.0%
Value ($000) $44 Shares 600 Est. Cost $16.63 Unrealized +17.4%
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $43 Shares 1,475 Est. Cost $25.76 Unrealized
TSN TYSON FOODS CL A 0.0%
Value ($000) $43 Shares 650 Est. Cost $37.67 Unrealized +35.6%
ING ING GROEP N V SPONSORED ADR 0.0%
Value ($000) $40 Shares 3,875 Est. Cost $13.42 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $39 Shares 300 Est. Cost $119.60 Unrealized +0.2%
MYLAN NV EUR 0.0%
Value ($000) $39 Shares 900 Est. Cost $54.44 Unrealized
XLP CONSUMER STAPLES SPDR 0.0%
Value ($000) $35 Shares 642 Est. Cost $50.48 Unrealized
COF CAPITAL ONE FINANCIAL 0.0%
Value ($000) $33 Shares 513 Est. Cost $62.80 Unrealized -6.6%
SPH SUBURBAN PROPANE LP 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $24.00 Unrealized
IXJ ISHARES TR GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $33 Shares 331 Est. Cost $102.72 Unrealized
NNN NATIONAL RETAIL PPTYS INC 0.0%
Value ($000) $30 Shares 575 Est. Cost $40.00 Unrealized
VLO VALERO ENERGY 0.0%
Value ($000) $30 Shares 580 Est. Cost $42.88 Unrealized -10.3%
DOW CHEMICAL 0.0%
Value ($000) $30 Shares 608 Est. Cost $51.09 Unrealized
CGI GROUP, INC 0.0%
Value ($000) $27 Shares 627 Est. Cost $39.87 Unrealized
CHKP CHECK POINT SOFTWARE TECH 0.0%
Value ($000) $27 Shares 340 Est. Cost $82.92 Unrealized +0.9%
JOHNSON CONTROLS 0.0%
Value ($000) $27 Shares 600 Est. Cost $40.00 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $26 Shares 462 Est. Cost $45.96 Unrealized
HDB HDFC BANK LTD ADR 0.0%
Value ($000) $26 Shares 390 Est. Cost $61.64 Unrealized
STIP ISHARES 0-5 YEARS TIPS BOND 0.0%
Value ($000) $25 Shares 250 Est. Cost $100.00 Unrealized
UBS AG JER E TRACS LKD TO ALERIAN M 0.0%
Value ($000) $24 Shares 850 Est. Cost $25.88 Unrealized
PRAXAIR 0.0%
Value ($000) $24 Shares 213 Est. Cost $104.34 Unrealized
RSG REPUBLIC SERVICES 0.0%
Value ($000) $23 Shares 450 Est. Cost $36.64 Unrealized +11.4%
BABA ALIBABA GROUP HLDG 0.0%
Value ($000) $21 Shares 260 Est. Cost $80.77 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $21 Shares 123 Est. Cost $123.45 Unrealized +12.0%
APACHE 0.0%
Value ($000) $20 Shares 355 Est. Cost $43.72 Unrealized
HIG HARTFORD FINL SVCS GROUP 0.0%
Value ($000) $20 Shares 450 Est. Cost $36.68 Unrealized -1.1%
CAH CARDINAL HEALTH 0.0%
Value ($000) $20 Shares 260 Est. Cost $62.85 Unrealized -4.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $19 Shares 415 Est. Cost $35.47 Unrealized -1.8%
TIFFANY & CO NEW COM 0.0%
Value ($000) $18 Shares 300 Est. Cost $76.67 Unrealized
COACH INC 0.0%
Value ($000) $18 Shares 443 Est. Cost $31.60 Unrealized
SYMANTEC 0.0%
Value ($000) $16 Shares 800 Est. Cost $21.25 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $16 Shares 200 Est. Cost $40.73 Unrealized +19.2%
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $15 Shares 225 Est. Cost $60.33 Unrealized
IWF ISHARES RUSSELL 1000 GRWTH INDEX FUND 0.0%
Value ($000) $15 Shares 150 Est. Cost $100.00 Unrealized
BAC BANK OF AMERICA 0.0%
Value ($000) $15 Shares 1,110 Est. Cost $12.34 Unrealized -8.1%
IBM IBM 0.0%
Value ($000) $15 Shares 100 Est. Cost $87.52 Unrealized +8.7%
EQUITY COMMONWEALTH (EQC) 0.0%
Value ($000) $14 Shares 489 Est. Cost $28.63 Unrealized
MET METLIFE INC 0.0%
Value ($000) $14 Shares 343 Est. Cost $31.20 Unrealized -9.8%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $13 Shares 129 Est. Cost $100.78 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $13 Shares 100 Est. Cost $120.00 Unrealized
SHM SPDR SERIES NUVEEN BARCLAYS SHORT TERM 0.0%
Value ($000) $12 Shares 250 Est. Cost $48.00 Unrealized
DR PEPPER SNAPPLE GROUP 0.0%
Value ($000) $11 Shares 110 Est. Cost $95.45 Unrealized
ACN ACCENTURE PLC 0.0%
Value ($000) $11 Shares 101 Est. Cost $93.50 Unrealized +6.8%
CBOE CBOE HOLDINGS, INC. 0.0%
Value ($000) $10 Shares 150 Est. Cost $58.24 Unrealized -2.8%
AVY AVERY DENNISON 0.0%
Value ($000) $10 Shares 135 Est. Cost $52.41 Unrealized +18.9%
ALL ALLSTATE 0.0%
Value ($000) $10 Shares 150 Est. Cost $49.75 Unrealized +8.7%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $9 Shares 37 Est. Cost $44.62 Unrealized 0.0%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $9 Shares 90 Est. Cost $96.05 Unrealized 0.0%
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $9 Shares 174 Est. Cost $48.36 Unrealized +2.7%
SAP SAP AG 0.0%
Value ($000) $9 Shares 120 Est. Cost $79.17 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $9 Shares 178 Est. Cost $44.78 Unrealized
MAS MASCO 0.0%
Value ($000) $9 Shares 300 Est. Cost $24.50 Unrealized +11.5%
INGERSOLL-RAND PLC 0.0%
Value ($000) $8 Shares 120 Est. Cost $66.67 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE 0.0%
Value ($000) $8 Shares 113 Est. Cost $70.80 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $8 Shares 80 Est. Cost $83.28 Unrealized 0.0%
HD SUPPLY HLDGS INC 0.0%
Value ($000) $8 Shares 235 Est. Cost $29.79 Unrealized
HANCOCK JOHN INV TR 0.0%
Value ($000) $8 Shares 500 Est. Cost $14.40 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $8 Shares 323 Est. Cost $7.01 Unrealized +8.1%
TDC TERADATA CORP 0.0%
Value ($000) $8 Shares 312 Est. Cost $28.21 Unrealized -5.9%
TEVA TEVA PHARMACEUTICAL 0.0%
Value ($000) $8 Shares 162 Est. Cost $67.90 Unrealized
SPECTRUM BRANDS HLDGS INC 0.0%
Value ($000) $7 Shares 58 Est. Cost $103.45 Unrealized
TIME WARNER INC NEW 0.0%
Value ($000) $7 Shares 90 Est. Cost $77.78 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $7 Shares 45 Est. Cost $24.12 Unrealized 0.0%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $7 Shares 59 Est. Cost $118.64 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $7 Shares 110 Est. Cost $49.78 Unrealized 0.0%
YUM YUM BRANDS 0.0%
Value ($000) $7 Shares 80 Est. Cost $49.47 Unrealized 0.0%
MUB ISHARES NATL MUNI BOND ETF 0.0%
Value ($000) $7 Shares 60 Est. Cost $116.67 Unrealized
AXP AMERICAN EXPRESS 0.0%
Value ($000) $7 Shares 120 Est. Cost $62.87 Unrealized -12.1%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $7 Shares 60 Est. Cost $83.75 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $6 Shares 130 Est. Cost $34.14 Unrealized 0.0%
STZ CONSTELLATION BRANDS CL A 0.0%
Value ($000) $6 Shares 35 Est. Cost $135.53 Unrealized 0.0%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $6 Shares 127 Est. Cost $43.36 Unrealized
SCHW SCHWAB CHARLES CORP NEW 0.0%
Value ($000) $6 Shares 230 Est. Cost $25.16 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $6 Shares 77 Est. Cost $58.24 Unrealized 0.0%
VALEANT PHARMACEUTICALS INTLINC CDA 0.0%
Value ($000) $6 Shares 300 Est. Cost $100.80 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $6 Shares 220 Est. Cost $19.11 Unrealized 0.0%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $5 Shares 34 Est. Cost $126.57 Unrealized 0.0%
PNR PENTAIR PLC USD 0.0%
Value ($000) $5 Shares 80 Est. Cost $30.91 Unrealized +7.8%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 39 Est. Cost $102.56 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $5 Shares 67 Est. Cost $64.10 Unrealized +9.5%
AETNA US HEALTHCARE 0.0%
Value ($000) $5 Shares 39 Est. Cost $128.21 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $125.56 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $5 Shares 42 Est. Cost $23.16 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $5 Shares 96 Est. Cost $50.32 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY CL A 0.0%
Value ($000) $5 Shares 80 Est. Cost $53.57 Unrealized 0.0%
CE CELANESE CORP DEL 0.0%
Value ($000) $5 Shares 80 Est. Cost $57.77 Unrealized 0.0%
EXC EXELON 0.0%
Value ($000) $5 Shares 150 Est. Cost $17.65 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $4 Shares 65 Est. Cost $64.91 Unrealized -14.4%
DVN DEVON ENERGY 0.0%
Value ($000) $4 Shares 110 Est. Cost $23.84 Unrealized 0.0%
CSCO CISCO SYSTEMS 0.0%
Value ($000) $4 Shares 150 Est. Cost $20.16 Unrealized +3.4%
BIV VANGUARD BD INDX ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $84.00 Unrealized
PANERA BREAD CO 0.0%
Value ($000) $4 Shares 18 Est. Cost $222.22 Unrealized
ALLY ALLY FINL INC 0.0%
Value ($000) $4 Shares 230 Est. Cost $13.20 Unrealized 0.0%
NUE NUCOR CORP 0.0%
Value ($000) $4 Shares 90 Est. Cost $39.15 Unrealized 0.0%
INSYS THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $30.00 Unrealized
PIER 1 IMPORTS 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $263.54 Unrealized 0.0%
DYNEGY INC NEW DEL 0.0%
Value ($000) $3 Shares 180 Est. Cost $16.67 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $3 Shares 170 Est. Cost $15.46 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $3 Shares 90 Est. Cost $27.21 Unrealized 0.0%
VOYA VOYA FINL INC 0.0%
Value ($000) $3 Shares 140 Est. Cost $27.42 Unrealized 0.0%
KSS KOHLS 0.0%
Value ($000) $2 Shares 60 Est. Cost $39.74 Unrealized 0.0%
HEWJ ISHARES TR ISHARES CURRENCY HEDGED 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
BB&T 0.0%
Value ($000) $2 Shares 60 Est. Cost $37.65 Unrealized
TFI SPDR SERIES NUVEEN BARCLAYS MUNI BD 0.0%
Value ($000) $2 Shares 45 Est. Cost $44.44 Unrealized
BMRN BIOMARIN PHARMACEUTICAL 0.0%
Value ($000) $2 Shares 23 Est. Cost $85.01 Unrealized 0.0%
NOC NORTHROP GRUMMAN, CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $155.62 Unrealized +15.8%
HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
BLD TOPBUILD CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.00 Unrealized +12.6%
DISCOVERY COMMUNICATIONS INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
UNP UNION PACIFIC 0.0%
Value ($000) $1 Shares 10 Est. Cost $62.14 Unrealized +9.8%
CRT CROSS TIMBERS RTY UNIT 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
HGTXU HUGOTON ROYALTY TRUST UNIT 0.0%
Value ($000) $0 Shares 51 Est. Cost Unrealized