Chesley Taft & Associates LLC Diversified Active

CIK: 0001164632 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 17, 2016

Total Value ($000): $992,724 (100.0% shares, 0.0% debt)

Holdings (253)

PEP Pepsico Inc 2.7%
Value ($000) $27,147 Shares 249,583 Est. Cost $57.47 Unrealized +41.1%
DIS Walt Disney Co. 2.6%
Value ($000) $25,454 Shares 274,117 Est. Cost $69.86 Unrealized +27.2%
GOOG Alphabet Inc. Cl C 2.6%
Value ($000) $25,452 Shares 32,744 Est. Cost $35.65 Unrealized +5.7%
General Electric Corporation 2.5%
Value ($000) $24,787 Shares 836,819 Est. Cost $23.39 Unrealized
MSFT Microsoft Corp 2.4%
Value ($000) $24,129 Shares 418,904 Est. Cost $34.60 Unrealized +45.3%
XOM Exxon Mobil Corp 2.4%
Value ($000) $24,085 Shares 275,955 Est. Cost $53.45 Unrealized +9.5%
JNJ Johnson & Johnson Co. 2.4%
Value ($000) $23,622 Shares 199,965 Est. Cost $59.76 Unrealized +56.6%
ACN Accenture PLC 2.0%
Value ($000) $19,849 Shares 162,473 Est. Cost $63.81 Unrealized +53.8%
Celgene Corporation 1.9%
Value ($000) $18,965 Shares 181,433 Est. Cost $90.63 Unrealized
IJR iShares Core S&P SmallCap 1.9%
Value ($000) $18,855 Shares 151,875 Est. Cost $97.18 Unrealized
Express Scripts Holding Co. 1.9%
Value ($000) $18,696 Shares 265,074 Est. Cost $66.44 Unrealized
HON Honeywell International 1.8%
Value ($000) $18,151 Shares 155,683 Est. Cost $56.28 Unrealized +52.9%
EFA iShares Tr MSCI EAFE Index 1.6%
Value ($000) $16,343 Shares 276,383 Est. Cost $58.71 Unrealized
3M Company 1.6%
Value ($000) $15,663 Shares 88,881 Est. Cost $110.33 Unrealized
ABT Abbott Laboratories 1.4%
Value ($000) $14,228 Shares 336,450 Est. Cost $29.12 Unrealized +24.1%
ECL Ecolab Inc. 1.4%
Value ($000) $14,151 Shares 116,260 Est. Cost $73.91 Unrealized +47.4%
Walgreens Boots Alliance, Inc. 1.4%
Value ($000) $13,908 Shares 172,509 Est. Cost $76.29 Unrealized
ITW Illinois Tool Works Inc. 1.4%
Value ($000) $13,759 Shares 114,812 Est. Cost $50.24 Unrealized +84.9%
META Facebook, Inc. 1.4%
Value ($000) $13,698 Shares 106,790 Est. Cost $92.44 Unrealized +33.4%
COST Costco Wholesale Corp. 1.4%
Value ($000) $13,526 Shares 88,686 Est. Cost $111.53 Unrealized +22.8%
SYK Stryker Corporation 1.3%
Value ($000) $13,050 Shares 112,103 Est. Cost $56.92 Unrealized +84.3%
KHC Kraft Heinz Company/The 1.3%
Value ($000) $12,853 Shares 143,589 Est. Cost $48.06 Unrealized +20.7%
WFC Wells Fargo & Co. 1.3%
Value ($000) $12,524 Shares 282,826 Est. Cost $35.03 Unrealized +5.1%
IJH iShares Core S&P MidCap 1.3%
Value ($000) $12,499 Shares 80,792 Est. Cost $116.97 Unrealized
NSRGY Nestle SA-Sponsored ADR 1.3%
Value ($000) $12,470 Shares 157,813 Est. Cost $65.91 Unrealized
DHR Danaher Corporation 1.2%
Value ($000) $12,355 Shares 157,615 Est. Cost $40.92 Unrealized +64.4%
PM Philip Morris International, I 1.2%
Value ($000) $11,850 Shares 121,889 Est. Cost $49.81 Unrealized +25.0%
V Visa Inc. 1.2%
Value ($000) $11,631 Shares 140,639 Est. Cost $63.07 Unrealized +18.9%
VZ Verizon Communications 1.1%
Value ($000) $11,365 Shares 218,632 Est. Cost $26.89 Unrealized +22.4%
INTC Intel Corporation 1.1%
Value ($000) $11,292 Shares 299,120 Est. Cost $17.17 Unrealized +66.7%
AMZN Amazon.com, Inc. 1.1%
Value ($000) $11,215 Shares 13,394 Est. Cost $13.58 Unrealized +181.9%
VEU Vanguard FTSE All-World Ex-US 1.1%
Value ($000) $11,151 Shares 245,459 Est. Cost $43.40 Unrealized
CVS CVS Caremark Corp 1.1%
Value ($000) $11,128 Shares 125,052 Est. Cost $48.96 Unrealized +44.8%
GLD SPDR Gold Trust 1.1%
Value ($000) $10,921 Shares 86,925 Est. Cost $124.71 Unrealized
SPY SPDR S&P 500 ETF Trust 1.1%
Value ($000) $10,497 Shares 48,531 Est. Cost $167.67 Unrealized
AAPL Apple Computer Inc. 1.0%
Value ($000) $10,330 Shares 91,374 Est. Cost $20.52 Unrealized +18.1%
PFE Pfizer, Inc 1.0%
Value ($000) $9,979 Shares 294,621 Est. Cost $16.55 Unrealized +34.5%
FedEx Corp 1.0%
Value ($000) $9,738 Shares 55,745 Est. Cost $153.09 Unrealized
KO Coca Cola Company 0.9%
Value ($000) $9,392 Shares 221,917 Est. Cost $27.87 Unrealized +16.8%
CHD Church & Dwight Company, Inc. 0.9%
Value ($000) $9,204 Shares 192,064 Est. Cost $34.92 Unrealized +25.1%
TMO Thermo Fisher Scientific, Inc. 0.9%
Value ($000) $8,712 Shares 54,772 Est. Cost $81.71 Unrealized +83.7%
SBUX Starbucks Corp 0.8%
Value ($000) $8,157 Shares 150,670 Est. Cost $32.56 Unrealized +40.8%
GOOGL Alphabet Inc. Cl A 0.8%
Value ($000) $7,590 Shares 9,440 Est. Cost $36.73 Unrealized +5.7%
Allergan plc 0.7%
Value ($000) $7,179 Shares 31,169 Est. Cost $263.00 Unrealized
ORCL Oracle Systems Corporation 0.7%
Value ($000) $7,109 Shares 180,977 Est. Cost $28.31 Unrealized +25.2%
MDY SPDR S&P Midcap 400 ETF TR 0.7%
Value ($000) $6,927 Shares 24,540 Est. Cost $213.71 Unrealized
MA MasterCard, Inc. 0.7%
Value ($000) $6,771 Shares 66,535 Est. Cost $72.84 Unrealized +24.7%
IBM International Business Machine 0.7%
Value ($000) $6,458 Shares 40,653 Est. Cost $102.09 Unrealized -0.3%
JPM J P Morgan Chase & Co 0.6%
Value ($000) $6,260 Shares 94,013 Est. Cost $36.66 Unrealized +38.7%
ABBV AbbVie Inc. 0.6%
Value ($000) $6,111 Shares 96,899 Est. Cost $27.16 Unrealized +61.7%
AXP American Express 0.6%
Value ($000) $6,063 Shares 94,682 Est. Cost $68.63 Unrealized -17.9%
CTSH Cognizant Technology Solutions 0.6%
Value ($000) $6,044 Shares 126,677 Est. Cost $37.14 Unrealized +35.8%
APH Amphenol Corp CL A 0.6%
Value ($000) $6,037 Shares 92,988 Est. Cost $10.02 Unrealized +38.7%
IGSB iShares Tr Barclays 1-3 Year 0.6%
Value ($000) $5,978 Shares 56,521 Est. Cost $104.69 Unrealized
ICE IntercontinentalExchange Group 0.6%
Value ($000) $5,549 Shares 20,601 Est. Cost $35.83 Unrealized +35.1%
CVX Chevron Corp 0.6%
Value ($000) $5,548 Shares 53,909 Est. Cost $70.48 Unrealized -2.8%
E I DuPont De Nemours & Co 0.6%
Value ($000) $5,495 Shares 82,054 Est. Cost $59.43 Unrealized
WY Weyerhaeuser Co. 0.5%
Value ($000) $5,251 Shares 164,396 Est. Cost $18.26 Unrealized +20.0%
NXPI NXP Semiconductors NV 0.5%
Value ($000) $4,942 Shares 48,445 Est. Cost $56.36 Unrealized +33.6%
CRM Salesforce Com Inc. 0.5%
Value ($000) $4,912 Shares 68,869 Est. Cost $52.80 Unrealized +46.0%
NTRS Northern Trust Corp 0.5%
Value ($000) $4,839 Shares 71,172 Est. Cost $42.09 Unrealized +24.6%
NVS Novartis AG 0.5%
Value ($000) $4,720 Shares 59,772 Est. Cost $71.87 Unrealized
T AT&T Inc. 0.5%
Value ($000) $4,665 Shares 114,869 Est. Cost $12.53 Unrealized +30.0%
FISV Fiserv Inc. 0.4%
Value ($000) $4,443 Shares 44,670 Est. Cost $29.09 Unrealized +80.3%
UNP Union Pacific Corp 0.4%
Value ($000) $4,409 Shares 45,205 Est. Cost $65.99 Unrealized +15.1%
WTW Willis Towers Watson PLC 0.4%
Value ($000) $4,393 Shares 33,089 Est. Cost $100.52 Unrealized +8.5%
MUB iShares National Muni Bond Fun 0.4%
Value ($000) $4,268 Shares 37,850 Est. Cost $110.87 Unrealized
UNH UnitedHealth Group, Inc. 0.4%
Value ($000) $4,243 Shares 30,306 Est. Cost $101.65 Unrealized +18.6%
PG Procter & Gamble Co 0.4%
Value ($000) $4,199 Shares 46,783 Est. Cost $55.14 Unrealized +22.4%
IBB iShares Nasdaq Biotechnology I 0.4%
Value ($000) $4,107 Shares 14,189 Est. Cost $178.56 Unrealized
Blackrock Inc 0.4%
Value ($000) $4,044 Shares 11,156 Est. Cost $278.03 Unrealized
VNQ Vanguard REIT 0.4%
Value ($000) $4,043 Shares 46,615 Est. Cost $72.75 Unrealized
MRK Merck & Co., Inc. 0.4%
Value ($000) $3,952 Shares 63,318 Est. Cost $30.84 Unrealized +41.8%
SLB Schlumberger Ltd 0.4%
Value ($000) $3,817 Shares 48,540 Est. Cost $53.70 Unrealized +13.0%
PANW Palo Alto Networks, Inc. 0.4%
Value ($000) $3,786 Shares 23,765 Est. Cost $22.25 Unrealized +2.4%
MCD McDonalds Corp 0.4%
Value ($000) $3,786 Shares 32,815 Est. Cost $73.14 Unrealized +29.3%
AGG iShares Core Total US Bond Mar 0.4%
Value ($000) $3,543 Shares 31,512 Est. Cost $108.24 Unrealized
BUD Anheuser-Busch InBev NV ADR 0.3%
Value ($000) $3,459 Shares 26,319 Est. Cost $110.94 Unrealized
NKE Nike Inc 0.3%
Value ($000) $3,392 Shares 64,429 Est. Cost $47.02 Unrealized +6.4%
EEM iShares MSCI Emerging Markets 0.3%
Value ($000) $3,305 Shares 88,259 Est. Cost $33.59 Unrealized
GIS General Mills Inc. 0.3%
Value ($000) $3,269 Shares 51,168 Est. Cost $32.01 Unrealized +56.2%
IGIB iShares Intermediate Credit Bo 0.3%
Value ($000) $3,072 Shares 27,590 Est. Cost $108.04 Unrealized
FTV Fortive Corporation 0.3%
Value ($000) $3,040 Shares 59,726 Est. Cost $30.87 Unrealized 0.0%
Praxair Inc 0.3%
Value ($000) $3,026 Shares 25,044 Est. Cost $115.36 Unrealized
APD Air Products & Chemicals Inc. 0.3%
Value ($000) $2,958 Shares 19,675 Est. Cost $64.49 Unrealized +70.4%
VCA, Inc. 0.3%
Value ($000) $2,832 Shares 40,470 Est. Cost $69.98 Unrealized
PFF iShares U.S. Preferred Stock 0.3%
Value ($000) $2,784 Shares 70,475 Est. Cost $38.90 Unrealized
OMC Omnicom Group Inc. 0.3%
Value ($000) $2,650 Shares 31,177 Est. Cost $40.82 Unrealized +48.3%
Isle of Capri Casinos, Inc. 0.3%
Value ($000) $2,586 Shares 116,055 Est. Cost $10.17 Unrealized
VB Vanguard Small-Cap ETF 0.2%
Value ($000) $2,413 Shares 19,753 Est. Cost $97.17 Unrealized
VTI Vanguard Total Stock Market VI 0.2%
Value ($000) $2,370 Shares 21,290 Est. Cost $85.69 Unrealized
TJX TJX Companies Inc. 0.2%
Value ($000) $2,178 Shares 29,123 Est. Cost $21.72 Unrealized +57.9%
LOW Lowes Companies Inc. 0.2%
Value ($000) $2,139 Shares 29,620 Est. Cost $32.60 Unrealized +100.7%
ORLY O'Reilly Automotive, Inc. 0.2%
Value ($000) $2,105 Shares 7,515 Est. Cost $12.00 Unrealized +56.2%
VTIP Vanguard Short-Term Inflation 0.2%
Value ($000) $2,095 Shares 42,200 Est. Cost $48.38 Unrealized
SHW Sherwin Williams Co 0.2%
Value ($000) $2,075 Shares 7,500 Est. Cost $53.48 Unrealized +66.4%
Stericycle Inc. 0.2%
Value ($000) $2,066 Shares 25,782 Est. Cost $110.47 Unrealized
CCI Crown Castle International Cor 0.2%
Value ($000) $2,055 Shares 21,815 Est. Cost $60.74 Unrealized +6.9%
BIIB Biogen IDEC, Inc. 0.2%
Value ($000) $2,007 Shares 6,412 Est. Cost $325.18 Unrealized -8.9%
CL Colgate Palmolive Company 0.2%
Value ($000) $1,942 Shares 26,192 Est. Cost $47.61 Unrealized +24.7%
EMR Emerson Electric Co. 0.2%
Value ($000) $1,936 Shares 35,525 Est. Cost $39.99 Unrealized +5.8%
SHM SPDR Barclays Capital Short Te 0.2%
Value ($000) $1,929 Shares 39,483 Est. Cost $48.82 Unrealized
Regeneron Pharmaceuticals, Inc 0.2%
Value ($000) $1,918 Shares 4,771 Est. Cost $224.88 Unrealized
EXR Extra Space Storage, Inc. 0.2%
Value ($000) $1,880 Shares 23,675 Est. Cost $44.42 Unrealized +33.2%
ADP Automatic Data Processing 0.2%
Value ($000) $1,866 Shares 21,160 Est. Cost $47.55 Unrealized +55.8%
DLTR Dollar Tree Stores, Inc. 0.2%
Value ($000) $1,859 Shares 23,550 Est. Cost $84.59 Unrealized +6.4%
WELL Welltower, Inc. 0.2%
Value ($000) $1,854 Shares 24,790 Est. Cost $44.80 Unrealized +20.5%
CB Chubb Limited 0.2%
Value ($000) $1,828 Shares 14,550 Est. Cost $96.06 Unrealized +11.6%
CSCO Cisco Systems Inc. 0.2%
Value ($000) $1,789 Shares 56,402 Est. Cost $19.40 Unrealized +18.9%
VanEck Vectors High Yield Muni 0.2%
Value ($000) $1,780 Shares 55,197 Est. Cost $32.32 Unrealized
NEE Nextera Energy, Inc. 0.2%
Value ($000) $1,751 Shares 14,316 Est. Cost $14.24 Unrealized +74.3%
JPMorgan Chase & Co Alerian ML 0.2%
Value ($000) $1,722 Shares 54,677 Est. Cost $29.25 Unrealized
HD Home Depot Inc. 0.2%
Value ($000) $1,720 Shares 13,369 Est. Cost $69.15 Unrealized +53.8%
MET MetLife, Inc. 0.2%
Value ($000) $1,695 Shares 38,150 Est. Cost $30.42 Unrealized -9.9%
TIP iShares Barclays US TIPS Fund 0.2%
Value ($000) $1,591 Shares 13,655 Est. Cost $112.63 Unrealized
NOC Northrop Grumman Corporation 0.2%
Value ($000) $1,579 Shares 7,379 Est. Cost $163.17 Unrealized +14.1%
KMB Kimberly-Clark Corp 0.2%
Value ($000) $1,573 Shares 12,467 Est. Cost $63.75 Unrealized +46.7%
FELE Franklin Electric Company, Inc 0.2%
Value ($000) $1,558 Shares 38,275 Est. Cost $27.52 Unrealized +24.7%
ROP Roper Industries Inc New 0.2%
Value ($000) $1,528 Shares 8,375 Est. Cost $117.48 Unrealized +40.3%
IWR iShares Russell Midcap Index F 0.2%
Value ($000) $1,516 Shares 8,699 Est. Cost $130.28 Unrealized
CMCSA Comcast Corp-Cl A 0.1%
Value ($000) $1,489 Shares 22,445 Est. Cost $16.93 Unrealized +57.2%
IVV iShares S&P 500 Index Fund 0.1%
Value ($000) $1,392 Shares 6,396 Est. Cost $174.62 Unrealized
EFX Equifax, Inc. 0.1%
Value ($000) $1,342 Shares 9,970 Est. Cost $114.29 Unrealized +6.3%
Cerner Corp 0.1%
Value ($000) $1,324 Shares 21,435 Est. Cost $61.77 Unrealized
Yahoo Inc. 0.1%
Value ($000) $1,302 Shares 30,200 Est. Cost $25.12 Unrealized
SPG Simon Property Group Inc. 0.1%
Value ($000) $1,302 Shares 6,290 Est. Cost $91.45 Unrealized +45.4%
Broadcom Limited/Frmrly Avago 0.1%
Value ($000) $1,299 Shares 7,530 Est. Cost $154.63 Unrealized
QCOM Qualcomm Inc. 0.1%
Value ($000) $1,262 Shares 18,430 Est. Cost $45.06 Unrealized +4.1%
CBOE Holdings, Inc. 0.1%
Value ($000) $1,256 Shares 19,375 Est. Cost $46.65 Unrealized
LMT Lockheed Martin Corpration 0.1%
Value ($000) $1,254 Shares 5,230 Est. Cost $75.38 Unrealized +158.5%
MRSH Marsh & McLennan Companies, In 0.1%
Value ($000) $1,216 Shares 18,084 Est. Cost $31.19 Unrealized +83.8%
TXN Texas Instruments Inc. 0.1%
Value ($000) $1,201 Shares 17,110 Est. Cost $26.55 Unrealized +98.4%
BND Vanguard Total Bond Market Fun 0.1%
Value ($000) $1,198 Shares 14,243 Est. Cost $80.82 Unrealized
EOG EOG Resources 0.1%
Value ($000) $1,193 Shares 12,335 Est. Cost $59.52 Unrealized +9.4%
SWKS Skyworks Solutions, Inc. 0.1%
Value ($000) $1,192 Shares 15,650 Est. Cost $18.05 Unrealized +217.1%
ITC Holdings Corporation 0.1%
Value ($000) $1,188 Shares 25,565 Est. Cost $52.33 Unrealized
SCHW Charles Schwab Corp. New 0.1%
Value ($000) $1,188 Shares 37,635 Est. Cost $23.31 Unrealized +11.7%
TD Ameritrade Holding Corp 0.1%
Value ($000) $1,177 Shares 33,410 Est. Cost $33.66 Unrealized
Vectren Corporation 0.1%
Value ($000) $1,173 Shares 23,375 Est. Cost $34.06 Unrealized
EW Edwards Lifesciences Corp 0.1%
Value ($000) $1,168 Shares 9,690 Est. Cost $37.66 Unrealized 0.0%
D Dominion Resources 0.1%
Value ($000) $1,164 Shares 15,667 Est. Cost $35.06 Unrealized +44.4%
AEIS Advanced Energy Industries, In 0.1%
Value ($000) $1,156 Shares 24,425 Est. Cost $28.80 Unrealized +44.8%
AOS A.O. Smith Corporation 0.1%
Value ($000) $1,148 Shares 11,620 Est. Cost $21.87 Unrealized +82.6%
GWX SPDR S&P International SmallCa 0.1%
Value ($000) $1,131 Shares 36,043 Est. Cost $28.38 Unrealized
AMGN Amgen, Inc. 0.1%
Value ($000) $1,120 Shares 6,717 Est. Cost $94.49 Unrealized +35.2%
SCZ iShares MSCI EAFE Small Cap In 0.1%
Value ($000) $1,104 Shares 21,060 Est. Cost $50.04 Unrealized
HSY Hershey Company 0.1%
Value ($000) $1,096 Shares 11,460 Est. Cost $72.82 Unrealized +16.2%
CMS CMS Energy Corporation 0.1%
Value ($000) $1,080 Shares 25,700 Est. Cost $19.50 Unrealized +69.8%
BMY Bristol Myers Squibb Co 0.1%
Value ($000) $1,043 Shares 19,349 Est. Cost $30.14 Unrealized +53.1%
Time Warner Inc. 0.1%
Value ($000) $1,042 Shares 13,087 Est. Cost $67.18 Unrealized
AWK American Water Works Co. 0.1%
Value ($000) $1,038 Shares 13,875 Est. Cost $54.63 Unrealized +19.6%
ARW Arrow Electronics, Inc. 0.1%
Value ($000) $1,036 Shares 16,195 Est. Cost $63.49 Unrealized +1.7%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $1,031 Shares 7,963 Est. Cost $98.16 Unrealized
GWW Grainger WW Inc 0.1%
Value ($000) $1,023 Shares 4,550 Est. Cost $195.74 Unrealized -0.6%
PSA Public Storage 0.1%
Value ($000) $999 Shares 4,475 Est. Cost $152.54 Unrealized +4.7%
LAMR Lamar Advertising Company 0.1%
Value ($000) $962 Shares 14,725 Est. Cost $55.12 Unrealized
LVS Las Vegas Sands Corp 0.1%
Value ($000) $958 Shares 16,650 Est. Cost $38.51 Unrealized +6.2%
AYI Acuity Brands, Inc. 0.1%
Value ($000) $933 Shares 3,525 Est. Cost $258.03 Unrealized 0.0%
BDX Becton Dickinson & Company 0.1%
Value ($000) $903 Shares 5,025 Est. Cost $79.88 Unrealized +85.9%
SYY Sysco Corporation 0.1%
Value ($000) $897 Shares 18,303 Est. Cost $24.64 Unrealized +63.3%
Royal Dutch Shell PLC ADR CL A 0.1%
Value ($000) $895 Shares 17,875 Est. Cost $62.07 Unrealized
PrivateBancorp, Inc. 0.1%
Value ($000) $854 Shares 18,600 Est. Cost $21.54 Unrealized
Macquarie Infrastructure Corpo 0.1%
Value ($000) $828 Shares 9,950 Est. Cost $75.33 Unrealized
IWF iShares Russell 1000 Growth In 0.1%
Value ($000) $824 Shares 7,910 Est. Cost $85.75 Unrealized
POWI Power Integrations, Inc. 0.1%
Value ($000) $814 Shares 12,910 Est. Cost $24.21 Unrealized +7.2%
WHR Whirlpool Corporation 0.1%
Value ($000) $795 Shares 4,900 Est. Cost $169.22 Unrealized +4.7%
ARCC Ares Capital Corporation 0.1%
Value ($000) $792 Shares 51,075 Est. Cost $5.50 Unrealized +14.5%
SBNY Signature Bank 0.1%
Value ($000) $773 Shares 6,525 Est. Cost $152.38 Unrealized
Dow Chemical Company 0.1%
Value ($000) $761 Shares 14,680 Est. Cost $48.91 Unrealized
O Realty Income Corporation 0.1%
Value ($000) $743 Shares 11,100 Est. Cost $24.81 Unrealized +70.8%
PacWest Bancorp 0.1%
Value ($000) $742 Shares 17,300 Est. Cost $46.59 Unrealized
LQD iShares iBoxx $ Inv Grade Corp 0.1%
Value ($000) $740 Shares 6,010 Est. Cost $116.41 Unrealized
Anadarko Petroleum 0.1%
Value ($000) $738 Shares 11,650 Est. Cost $80.71 Unrealized
JCI Johnson Controls International 0.1%
Value ($000) $732 Shares 15,738 Est. Cost $33.21 Unrealized 0.0%
VOD Vodafone Group New ADR 0.1%
Value ($000) $726 Shares 24,910 Est. Cost $32.10 Unrealized
KEY KeyCorp 0.1%
Value ($000) $725 Shares 59,600 Est. Cost $9.34 Unrealized -13.3%
SJNK SPDR Barclays Capital Short Te 0.1%
Value ($000) $714 Shares 25,800 Est. Cost $25.72 Unrealized
MCHP Microchip Technology, Inc. 0.1%
Value ($000) $713 Shares 11,475 Est. Cost $14.07 Unrealized +73.5%
Ingram Micro Inc. Cl A 0.1%
Value ($000) $706 Shares 19,790 Est. Cost $26.13 Unrealized
Mylan N.V. 0.1%
Value ($000) $696 Shares 18,255 Est. Cost $54.07 Unrealized
IXC iShares S&P Global Energy Inde 0.1%
Value ($000) $687 Shares 20,900 Est. Cost $28.61 Unrealized
IWV iShares Russell 3000 0.1%
Value ($000) $679 Shares 5,300 Est. Cost $107.09 Unrealized
United Technologies Corp 0.1%
Value ($000) $671 Shares 6,609 Est. Cost $98.51 Unrealized
INTU Intuit Inc. 0.1%
Value ($000) $660 Shares 6,000 Est. Cost $55.54 Unrealized +87.8%
BNDX Vanguard Total International B 0.1%
Value ($000) $650 Shares 11,600 Est. Cost $53.19 Unrealized
LEG Leggett & Platt Inc Com 0.1%
Value ($000) $644 Shares 14,125 Est. Cost $31.56 Unrealized +62.9%
GPC Genuine Parts Company 0.1%
Value ($000) $640 Shares 6,375 Est. Cost $54.46 Unrealized +41.8%
VEA Vanguard MSCI EAFE ETF 0.1%
Value ($000) $625 Shares 16,710 Est. Cost $36.71 Unrealized
EMB iShares JPMorgan Emerg Mrkts B 0.1%
Value ($000) $622 Shares 5,305 Est. Cost $107.16 Unrealized
Six Flags Entertainment Corpor 0.1%
Value ($000) $612 Shares 11,425 Est. Cost $45.96 Unrealized
Cedar Fair, L. P. Dep 0.1%
Value ($000) $610 Shares 10,650 Est. Cost $51.14 Unrealized
PowerShares Senior Loan Portfo 0.1%
Value ($000) $608 Shares 26,175 Est. Cost $22.42 Unrealized
A Agilent Technologies Inc. 0.1%
Value ($000) $593 Shares 12,585 Est. Cost $28.58 Unrealized +51.9%
BIV Vanguard Intermediate Term Bon 0.1%
Value ($000) $591 Shares 6,745 Est. Cost $83.48 Unrealized
CMP Compass Minerals International 0.1%
Value ($000) $579 Shares 7,860 Est. Cost $62.85 Unrealized -13.4%
Laboratory Corp Amer Hldgs 0.1%
Value ($000) $577 Shares 4,200 Est. Cost $99.73 Unrealized
ODFL Old Dominion Freight Line, Inc 0.1%
Value ($000) $541 Shares 7,880 Est. Cost $21.84 Unrealized -0.5%
MDT Medtronic PLC 0.1%
Value ($000) $534 Shares 6,176 Est. Cost $58.12 Unrealized +18.3%
SO Southern Company 0.1%
Value ($000) $525 Shares 10,240 Est. Cost $26.77 Unrealized +33.0%
UGI UGI Corp New 0.1%
Value ($000) $509 Shares 11,250 Est. Cost $28.89 Unrealized +58.0%
Royal Dutch Shell PLC ADR CL B 0.0%
Value ($000) $485 Shares 9,175 Est. Cost $66.26 Unrealized
XLF SPDR Financial Select Sector 0.0%
Value ($000) $469 Shares 24,300 Est. Cost $19.91 Unrealized
IEO iShares Dow Jones US Oil & Gas 0.0%
Value ($000) $464 Shares 7,550 Est. Cost $70.54 Unrealized
YUM YUM! Brands, Inc. 0.0%
Value ($000) $457 Shares 5,037 Est. Cost $49.47 Unrealized +8.9%
MDLZ Mondelez International, Inc. 0.0%
Value ($000) $456 Shares 10,378 Est. Cost $24.37 Unrealized +44.5%
B/E Aerospace, Inc. 0.0%
Value ($000) $442 Shares 8,565 Est. Cost $57.20 Unrealized
WEC WEC Energy Group, Inc. 0.0%
Value ($000) $442 Shares 7,385 Est. Cost $34.99 Unrealized +31.9%
Total SA ADR 0.0%
Value ($000) $440 Shares 9,225 Est. Cost $44.76 Unrealized
Equity Commonwealth 0.0%
Value ($000) $436 Shares 14,425 Est. Cost $29.46 Unrealized
CME CME Group Inc. Class A 0.0%
Value ($000) $428 Shares 4,095 Est. Cost $63.10 Unrealized +16.0%
XRAY DENTSPLY SIRONA, Inc. 0.0%
Value ($000) $420 Shares 7,074 Est. Cost $58.93 Unrealized +4.3%
WGL Holdings, Inc. 0.0%
Value ($000) $417 Shares 6,650 Est. Cost $43.25 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $403 Shares 2,600 Est. Cost $106.49 Unrealized +14.2%
Agrium Inc. 0.0%
Value ($000) $397 Shares 4,380 Est. Cost $89.56 Unrealized
LLY Eli Lilly & Co. 0.0%
Value ($000) $384 Shares 4,785 Est. Cost $43.88 Unrealized +56.3%
SR Spire, Inc. 0.0%
Value ($000) $382 Shares 5,990 Est. Cost $70.78 Unrealized
BK Bank of New York Mellon Corp 0.0%
Value ($000) $353 Shares 8,852 Est. Cost $31.02 Unrealized +0.9%
GILD Gilead Sciences, Inc. 0.0%
Value ($000) $352 Shares 4,450 Est. Cost $44.97 Unrealized +28.5%
LKQ LKQ Corporation 0.0%
Value ($000) $352 Shares 9,930 Est. Cost $31.13 Unrealized 0.0%
Altria Group Inc. 0.0%
Value ($000) $340 Shares 5,373 Est. Cost $36.79 Unrealized
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $337 Shares 4,836 Est. Cost $45.53 Unrealized +35.0%
VWO Vanguard Emerging Markets 0.0%
Value ($000) $325 Shares 8,630 Est. Cost $37.66 Unrealized
EL Estee Lauder Companies, Inc. 0.0%
Value ($000) $320 Shares 3,618 Est. Cost $58.22 Unrealized +38.9%
Jacobs Engineering Group Inc 0.0%
Value ($000) $314 Shares 6,065 Est. Cost $55.11 Unrealized
PAYX Paychex Inc. 0.0%
Value ($000) $309 Shares 5,335 Est. Cost $25.87 Unrealized +75.2%
TGT Target Corp 0.0%
Value ($000) $294 Shares 4,275 Est. Cost $48.22 Unrealized +12.7%
DJP iPATH Dow Jones UBS Commodity 0.0%
Value ($000) $293 Shares 12,500 Est. Cost $24.58 Unrealized
CAT Caterpillar Inc. 0.0%
Value ($000) $293 Shares 3,300 Est. Cost $61.70 Unrealized +7.0%
AFL Aflac Inc. 0.0%
Value ($000) $288 Shares 4,000 Est. Cost $23.58 Unrealized +24.0%
PYPL PayPal Holdings, Inc. 0.0%
Value ($000) $287 Shares 7,000 Est. Cost $35.90 Unrealized +6.8%
Dell Technologies Inc. 0.0%
Value ($000) $286 Shares 5,976 Est. Cost $47.86 Unrealized
XLE SPDR Energy Select Sector 0.0%
Value ($000) $282 Shares 4,000 Est. Cost $60.25 Unrealized
IYW iShares Dow Jones U.S. Technol 0.0%
Value ($000) $280 Shares 2,350 Est. Cost $97.57 Unrealized
Guggenheim BulletShares 2020 C 0.0%
Value ($000) $265 Shares 12,199 Est. Cost $21.72 Unrealized
IWM iShares Russell 2000 Index Fun 0.0%
Value ($000) $260 Shares 2,091 Est. Cost $117.71 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $252 Shares 2,600 Est. Cost $69.12 Unrealized +8.7%
CC Chemours Company 0.0%
Value ($000) $247 Shares 15,467 Est. Cost $7.40 Unrealized +12.6%
BA Boeing Company 0.0%
Value ($000) $246 Shares 1,866 Est. Cost $101.97 Unrealized +18.5%
IVW iShares S&P 500 Growth Index F 0.0%
Value ($000) $246 Shares 2,025 Est. Cost $114.07 Unrealized
PKG Packaging Corp of America 0.0%
Value ($000) $234 Shares 2,875 Est. Cost $57.96 Unrealized 0.0%
Guggenheim BulletShares 2021 C 0.0%
Value ($000) $228 Shares 10,573 Est. Cost $21.56 Unrealized
SUB iShares S&P Short Term Nat'l A 0.0%
Value ($000) $228 Shares 2,150 Est. Cost $106.05 Unrealized
DE Deere & Company 0.0%
Value ($000) $222 Shares 2,600 Est. Cost $66.30 Unrealized +6.1%
DVY iShares DJ Select Dividend Ind 0.0%
Value ($000) $214 Shares 2,500 Est. Cost $81.60 Unrealized
EXC Exelon Corporation 0.0%
Value ($000) $212 Shares 6,377 Est. Cost $15.84 Unrealized +14.2%
XLU SPDR Utilities Select Sector 0.0%
Value ($000) $211 Shares 4,300 Est. Cost $49.53 Unrealized
SCHB Schwab U.S. Broad Market 0.0%
Value ($000) $211 Shares 4,035 Est. Cost $52.29 Unrealized
Aon PLC CL A 0.0%
Value ($000) $209 Shares 1,860 Est. Cost $109.14 Unrealized
NYF iShares S&P New York AMT-Free 0.0%
Value ($000) $205 Shares 1,800 Est. Cost $113.89 Unrealized
IEZ iShares Dow Jones US Oil Equip 0.0%
Value ($000) $203 Shares 5,125 Est. Cost $38.67 Unrealized
Cubic Corporation 0.0%
Value ($000) $203 Shares 4,330 Est. Cost $46.88 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