Grove Bank & Trust Diversified Active

Location: Miami, FL

CIK: 0001662212 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 4, 2016

Total Value: $117M (100.0% shares, 0.0% debt)

Holdings (244)

IGSB I SHARES 1-3 YR CREDIT BOND ETF 7.4%
Value $8.711M Shares 82,368 Est. Cost $104.60 Unrealized
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 4.7%
Value $5.505M Shares 44,346 Est. Cost $112.39 Unrealized
XOM EXXON MOBIL 4.6%
Value $5.397M Shares 61,835 Est. Cost $51.62 Unrealized +13.4%
VNQ VANGUARD REIT ETF 3.9%
Value $4.554M Shares 52,507 Est. Cost $81.11 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 3.1%
Value $3.688M Shares 33,123 Est. Cost $107.29 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 3.1%
Value $3.65M Shares 12,932 Est. Cost $254.02 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED 3.0%
Value $3.507M Shares 65,255 Est. Cost $53.81 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 2.5%
Value $2.935M Shares 152,148 Est. Cost $22.83 Unrealized
AGG I SHARES CORE US AGG BOND M 2.3%
Value $2.694M Shares 23,967 Est. Cost $108.09 Unrealized
TIP ISHARES TIPS BOND ETF 2.2%
Value $2.577M Shares 22,120 Est. Cost $112.65 Unrealized
IDV ISHARES TR DOW JONES EPAC SELECT DIV INDX FD 2.2%
Value $2.566M Shares 85,615 Est. Cost $29.97 Unrealized
VZ VERIZON COMMUNICATIONS 2.0%
Value $2.339M Shares 45,006 Est. Cost $27.23 Unrealized +20.8%
T AT&T INC 2.0%
Value $2.334M Shares 57,479 Est. Cost $12.48 Unrealized +30.6%
MO ALTRIA GROUP 1.6%
Value $1.886M Shares 29,825 Est. Cost $29.65 Unrealized +17.2%
AMGN AMGEN 1.6%
Value $1.839M Shares 11,025 Est. Cost $116.50 Unrealized +9.6%
MRK MERCK & CO INC NEW 1.5%
Value $1.797M Shares 28,796 Est. Cost $37.11 Unrealized +17.8%
XLK TECHNOLOGY SELECT SECTOR SPDR 1.4%
Value $1.696M Shares 35,510 Est. Cost $42.84 Unrealized
CVX CHEVRON TEXACO 1.4%
Value $1.642M Shares 15,946 Est. Cost $59.08 Unrealized +15.9%
DXJ WISDOMTREE JAPAN HEDGED 1.4%
Value $1.623M Shares 37,846 Est. Cost $50.09 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value $1.614M Shares 13,666 Est. Cost $76.17 Unrealized +22.9%
REYNOLDS AMERICAN INC 1.3%
Value $1.549M Shares 32,849 Est. Cost $46.15 Unrealized
PM PHILIP MORRIS INTL INC 1.3%
Value $1.536M Shares 15,794 Est. Cost $53.15 Unrealized +17.2%
NATIONAL GRID PLC 1.3%
Value $1.493M Shares 20,992 Est. Cost $69.73 Unrealized
MCD MCDONALDS 1.3%
Value $1.472M Shares 12,755 Est. Cost $87.98 Unrealized +7.5%
AAPL APPLE COMPUTER 1.2%
Value $1.368M Shares 12,100 Est. Cost $25.49 Unrealized -4.9%
PG PROCTER & GAMBLE 1.1%
Value $1.315M Shares 14,648 Est. Cost $58.94 Unrealized +14.6%
DUK DUKE ENERGY CORP NEW 1.0%
Value $1.207M Shares 15,069 Est. Cost $46.97 Unrealized +20.0%
GLAXO SMITHKLINE PLC ADR 1.0%
Value $1.165M Shares 27,012 Est. Cost $40.68 Unrealized
SO SOUTHERN COMPANY 1.0%
Value $1.15M Shares 22,418 Est. Cost $29.99 Unrealized +18.7%
KO COCA-COLA 0.9%
Value $1.084M Shares 25,616 Est. Cost $31.06 Unrealized +4.8%
KMB KIMBERLY CLARK 0.9%
Value $1.071M Shares 8,489 Est. Cost $85.37 Unrealized +9.5%
D DOMINION RESOURCES 0.9%
Value $1.025M Shares 13,803 Est. Cost $44.59 Unrealized +13.5%
MSFT MICROSOFT 0.9%
Value $999K Shares 17,350 Est. Cost $46.11 Unrealized +9.1%
BCE BCE INC NEW 0.8%
Value $965K Shares 20,902 Est. Cost $23.69 Unrealized +14.0%
ABBV ABBVIE INC 0.8%
Value $959K Shares 15,211 Est. Cost $38.72 Unrealized +13.4%
KHC KRAFT HEINZ CO 0.8%
Value $944K Shares 10,547 Est. Cost $47.06 Unrealized +23.3%
HD HOME DEPOT 0.8%
Value $907K Shares 7,048 Est. Cost $100.08 Unrealized +6.3%
XLY CONSUMER DISCRETIONARY SPDR 0.8%
Value $881K Shares 11,015 Est. Cost $78.11 Unrealized
VTI VANGUARD TOTAL STOCK MK VIPERS 0.7%
Value $867K Shares 7,787 Est. Cost $104.35 Unrealized
CMCSA COMCAST CL A 0.7%
Value $829K Shares 12,495 Est. Cost $23.93 Unrealized +11.2%
WELL WELLTOWER INC COM 0.7%
Value $812K Shares 10,868 Est. Cost $44.75 Unrealized +20.7%
UNILEVER PLC AMER SHS ADR NEW 0.7%
Value $804K Shares 16,958 Est. Cost $43.54 Unrealized
CCI CROWN CASTLE INTL CORP 0.7%
Value $788K Shares 8,363 Est. Cost $60.80 Unrealized +6.8%
PPL PPL 0.7%
Value $766K Shares 22,167 Est. Cost $21.74 Unrealized +8.7%
GOOGL ALPHABET INC CLASS A 0.7%
Value $765K Shares 951 Est. Cost $36.94 Unrealized +5.1%
VOD VODAFONE GROUP PLC NE 0.6%
Value $713K Shares 24,482 Est. Cost $31.47 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.6%
Value $704K Shares 9,753 Est. Cost $72.00 Unrealized
VTR VENTAS INC. 0.6%
Value $694K Shares 9,829 Est. Cost $36.24 Unrealized +33.4%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.6%
Value $693K Shares 21,148 Est. Cost $32.77 Unrealized
HON HONEYWELL INTERNATIONAL 0.6%
Value $654K Shares 5,608 Est. Cost $75.36 Unrealized +14.2%
GOOG ALPHABET INC CLASS C 0.5%
Value $586K Shares 754 Est. Cost $35.80 Unrealized +5.3%
JPM JP MORGAN CHASE 0.5%
Value $574K Shares 8,617 Est. Cost $49.68 Unrealized +2.4%
AMZN AMAZON COM INC 0.5%
Value $573K Shares 684 Est. Cost $32.06 Unrealized +19.4%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.5%
Value $558K Shares 9,552 Est. Cost $53.00 Unrealized
PEP PEPSICO 0.5%
Value $553K Shares 5,089 Est. Cost $73.85 Unrealized +9.8%
VCSH VANGUARD SHORT TERM CORP BOND FUND 0.5%
Value $536K Shares 6,650 Est. Cost $79.84 Unrealized
SNY SANOFI-AVENTIS 0.4%
Value $518K Shares 13,559 Est. Cost $41.40 Unrealized
ABT ABBOTT LABS 0.4%
Value $509K Shares 12,017 Est. Cost $36.54 Unrealized -1.1%
SBUX STARBUCKS 0.4%
Value $507K Shares 9,368 Est. Cost $48.15 Unrealized -4.8%
MA MASTERCARD INC CL A 0.4%
Value $490K Shares 4,811 Est. Cost $91.99 Unrealized -1.3%
MMM 3M 0.4%
Value $480K Shares 2,720 Est. Cost $92.54 Unrealized +18.0%
ALLERGAN PLC SHS 0.4%
Value $455K Shares 1,974 Est. Cost $284.55 Unrealized
EXPRESS SCRIPTS HLDGS CO 0.4%
Value $445K Shares 6,308 Est. Cost $85.49 Unrealized
DIS DISNEY 0.4%
Value $442K Shares 4,758 Est. Cost $100.44 Unrealized -11.5%
AEP AMERICAN ELECTRIC POWER 0.4%
Value $425K Shares 6,607 Est. Cost $40.12 Unrealized +20.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value $421K Shares 2,911 Est. Cost $132.71 Unrealized +10.2%
GIS GENERAL MILLS 0.4%
Value $418K Shares 6,549 Est. Cost $40.69 Unrealized +22.9%
EFX EQUIFAX INC 0.3%
Value $399K Shares 2,964 Est. Cost $98.15 Unrealized +23.8%
ORCL ORACLE 0.3%
Value $390K Shares 9,941 Est. Cost $33.13 Unrealized +7.0%
OHI OMEGA HEALTHCARE INVESTORS 0.3%
Value $379K Shares 10,696 Est. Cost $34.88 Unrealized
COST COSTCO WHOLESALE CORP 0.3%
Value $379K Shares 2,486 Est. Cost $132.75 Unrealized +3.2%
NEE NEXTERA ENERGY INC 0.3%
Value $378K Shares 3,090 Est. Cost $19.50 Unrealized +27.3%
META FACEBOOK, INC. 0.3%
Value $371K Shares 2,894 Est. Cost $105.68 Unrealized +16.7%
AZO AUTOZONE INC COM 0.3%
Value $336K Shares 437 Est. Cost $763.49 Unrealized +2.0%
AFL AFLAC 0.3%
Value $331K Shares 4,605 Est. Cost $24.53 Unrealized +19.2%
CVS CVS 0.3%
Value $324K Shares 3,644 Est. Cost $72.14 Unrealized -1.7%
BROADCOM LTD NPV 0.3%
Value $303K Shares 1,759 Est. Cost $158.84 Unrealized
VUG VANGUARD INDEX FDS GROWTH ETF 0.3%
Value $300K Shares 2,675 Est. Cost $106.51 Unrealized
IWM ISHARES RUSSELL 2000 INDEX FUND 0.2%
Value $293K Shares 2,362 Est. Cost $112.69 Unrealized
V VISA INC- CLASS A SHARES 0.2%
Value $292K Shares 3,531 Est. Cost $72.67 Unrealized +3.2%
AZN ASTRAZENECA PLC SPONS ADR 0.2%
Value $288K Shares 8,775 Est. Cost $33.79 Unrealized
KR KROGER 0.2%
Value $283K Shares 9,544 Est. Cost $31.64 Unrealized -13.4%
MCK MCKESSON 0.2%
Value $274K Shares 1,643 Est. Cost $170.33 Unrealized +1.6%
BP BP PLC SPONSORED ADR 0.2%
Value $274K Shares 7,791 Est. Cost $32.50 Unrealized
DLTR DOLLAR TREE, INC. 0.2%
Value $265K Shares 3,365 Est. Cost $72.49 Unrealized +24.1%
PFF ISHARES S&P US PFD STK 0.2%
Value $257K Shares 6,500 Est. Cost $39.54 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.2%
Value $254K Shares 3,390 Est. Cost $52.18 Unrealized +25.2%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $254K Shares 1,595 Est. Cost $137.24 Unrealized +9.4%
LABORATORY CORP AMER HLDGS 0.2%
Value $251K Shares 1,820 Est. Cost $124.12 Unrealized
CB CHUBB LTD 0.2%
Value $240K Shares 1,910 Est. Cost $99.57 Unrealized +7.7%
EXPD EXPEDITORS INTL WASH INC 0.2%
Value $229K Shares 4,452 Est. Cost $42.59 Unrealized +5.7%
TJX TJX 0.2%
Value $225K Shares 3,008 Est. Cost $31.16 Unrealized +10.0%
VV VANGUARD INDEX FDS LARGE CAP ETF 0.2%
Value $224K Shares 2,260 Est. Cost $93.76 Unrealized
OMC OMNICOM GROUP 0.2%
Value $222K Shares 2,605 Est. Cost $59.67 Unrealized +1.4%
VIG VANGUARD SPECIALIZED PORTFOLDIV APP ETF 0.2%
Value $218K Shares 2,600 Est. Cost $78.91 Unrealized
CRM SALESFORCE COM INC 0.2%
Value $208K Shares 2,920 Est. Cost $77.14 Unrealized -0.1%
CELGENE CORP 0.2%
Value $205K Shares 1,954 Est. Cost $110.08 Unrealized
VRSK VERISK ANA USD 0.2%
Value $205K Shares 2,518 Est. Cost $72.86 Unrealized +8.5%
HSIC HENRY SCHEIN, INC 0.2%
Value $204K Shares 1,255 Est. Cost $67.58 Unrealized -1.8%
VOT VANGUARD INDEX FDS MCAP GR IDXVIP 0.2%
Value $196K Shares 1,840 Est. Cost $100.00 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value $186K Shares 3,000 Est. Cost $21.31 Unrealized +14.5%
EFA ISHARES MSCI EAFE ETF 0.2%
Value $183K Shares 3,107 Est. Cost $58.01 Unrealized
ECL ECOLAB INC COM 0.2%
Value $179K Shares 1,473 Est. Cost $104.78 Unrealized +4.0%
UNITED TECHNOLOGIES 0.1%
Value $170K Shares 1,680 Est. Cost $98.15 Unrealized
DHR DANAHER CORP 0.1%
Value $167K Shares 2,134 Est. Cost $45.03 Unrealized +49.4%
BMY BRISTOL MYERS SQUIBB 0.1%
Value $162K Shares 3,000 Est. Cost $46.72 Unrealized -1.2%
HYG I SHARES IBOXX USD H/Y CORP BOND ETF 0.1%
Value $156K Shares 1,784 Est. Cost $80.57 Unrealized
NXPI NXP SEMICONDUCTORS N.V. 0.1%
Value $152K Shares 1,494 Est. Cost $76.05 Unrealized -1.0%
ROST ROSS STORES INC COM 0.1%
Value $151K Shares 2,355 Est. Cost $46.25 Unrealized +21.2%
FDX FEDEX 0.1%
Value $133K Shares 758 Est. Cost $132.05 Unrealized +6.7%
BIDU BAIDU INC 0.1%
Value $127K Shares 700 Est. Cost $188.86 Unrealized
O REALTY INCOME CORP 0.1%
Value $124K Shares 1,863 Est. Cost $30.14 Unrealized +40.6%
ED CONSOLIDATED EDISON 0.1%
Value $124K Shares 1,647 Est. Cost $49.96 Unrealized +11.0%
MKC MCCORMICK & CO INC 0.1%
Value $121K Shares 1,210 Est. Cost $35.69 Unrealized +18.7%
LLY LILLY ELI 0.1%
Value $120K Shares 1,500 Est. Cost $69.53 Unrealized -1.4%
LOW LOWE'S COS INC 0.1%
Value $116K Shares 1,605 Est. Cost $61.72 Unrealized +6.0%
IJH ISHARES S&P MIDCAP 400 0.1%
Value $115K Shares 740 Est. Cost $147.30 Unrealized
WFC WELLS FARGO 0.1%
Value $112K Shares 2,538 Est. Cost $39.35 Unrealized -6.4%
EEFT EURONET WORLDWIDE 0.1%
Value $111K Shares 1,360 Est. Cost $76.51 Unrealized +0.1%
MRSH MARSH & MCLENNAN 0.1%
Value $109K Shares 1,628 Est. Cost $48.02 Unrealized +19.4%
DEO DIAGEO P L C SPON ADR NEW 0.1%
Value $104K Shares 899 Est. Cost $109.01 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value $103K Shares 736 Est. Cost $103.64 Unrealized +16.3%
NFLX NETFLIX, INC. 0.1%
Value $101K Shares 1,026 Est. Cost $11.40 Unrealized -16.2%
WAB WABTEC CORP COM 0.1%
Value $100K Shares 1,220 Est. Cost $75.32 Unrealized -7.8%
FRCB FIRST REPUBLIC BANK OF SAN FRANCISCO 0.1%
Value $96,000 Shares 1,250 Est. Cost $62.70 Unrealized +12.1%
CITRIX SYSTEMS 0.1%
Value $95,000 Shares 1,116 Est. Cost $77.91 Unrealized
ISHARES MSCI JAPAN INDEX 0.1%
Value $92,000 Shares 7,365 Est. Cost $12.06 Unrealized
EL LAUDER ESTEE COS INC 0.1%
Value $89,000 Shares 1,000 Est. Cost $74.79 Unrealized +8.1%
GENERAL ELECTRIC 0.1%
Value $88,000 Shares 2,975 Est. Cost $31.30 Unrealized
HXL HEXCEL CORP NEW COM 0.1%
Value $83,000 Shares 1,875 Est. Cost $46.22 Unrealized -5.3%
FIS FIDELITY NAT'L INFORMATION 0.1%
Value $82,000 Shares 1,070 Est. Cost $55.49 Unrealized +19.5%
SPY STANDARD & POORS LARGE CAP 500 0.1%
Value $81,000 Shares 375 Est. Cost $202.67 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value $76,000 Shares 870 Est. Cost $81.61 Unrealized
PFE PFIZER 0.1%
Value $73,000 Shares 2,137 Est. Cost $20.78 Unrealized +7.1%
ICLR ICON PLC 0.1%
Value $71,000 Shares 924 Est. Cost $71.41 Unrealized +5.2%
NKE NIKE INC CL B 0.1%
Value $68,000 Shares 1,296 Est. Cost $50.03 Unrealized -0.0%
POWERSHARES PREFERRED ETF 0.1%
Value $67,000 Shares 4,450 Est. Cost $14.90 Unrealized
SONY SONY CORP AMERN SHS NEW 0.1%
Value $65,000 Shares 1,969 Est. Cost $24.63 Unrealized
FTV FORTIVE CORP 0.1%
Value $64,000 Shares 1,251 Est. Cost $30.87 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.1%
Value $63,000 Shares 800 Est. Cost $72.90 Unrealized -20.7%
C CITIGROUP INC COM NEW 0.1%
Value $63,000 Shares 1,330 Est. Cost $37.10 Unrealized -8.0%
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value $62,000 Shares 340 Est. Cost $172.39 Unrealized -4.4%
EEM ISHARES MSCI EMERGING MKTS ETF 0.1%
Value $59,000 Shares 1,578 Est. Cost $33.40 Unrealized
DELL TECHNOLOGIES 0.1%
Value $59,000 Shares 1,228 Est. Cost $48.05 Unrealized
FAST FASTENAL COMPANY 0.0%
Value $58,000 Shares 1,390 Est. Cost $8.32 Unrealized 0.0%
LQD ISHARES IBOXX USD INV GRADE CORP BD ETF 0.0%
Value $57,000 Shares 465 Est. Cost $113.98 Unrealized
CRI CARTER INC COM 0.0%
Value $56,000 Shares 650 Est. Cost $68.43 Unrealized +13.5%
DOW CHEMICAL 0.0%
Value $55,000 Shares 1,058 Est. Cost $51.47 Unrealized
DELPHI AUTOMOTIVE PLC 0.0%
Value $55,000 Shares 766 Est. Cost $85.50 Unrealized
BARCLAYS BK PLC PFD 8.125% 0.0%
Value $52,000 Shares 2,000 Est. Cost $26.50 Unrealized
PVH PVH CORP 0.0%
Value $52,000 Shares 474 Est. Cost $87.14 Unrealized +17.0%
SCZ ISHARES TR MSCI EAFE SMALL- CAP ETF 0.0%
Value $52,000 Shares 988 Est. Cost $48.58 Unrealized
TM TOYOTA MTR CP ADS 0.0%
Value $52,000 Shares 446 Est. Cost $123.32 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value $51,000 Shares 465 Est. Cost $70.63 Unrealized +9.4%
TSN TYSON FOODS CL A 0.0%
Value $49,000 Shares 650 Est. Cost $37.67 Unrealized +53.6%
ING ING GROEP N V SPONSORED ADR 0.0%
Value $48,000 Shares 3,875 Est. Cost $13.42 Unrealized
RED HAT, INC 0.0%
Value $48,000 Shares 600 Est. Cost $80.00 Unrealized
ALB ALBEMARLE CORP 0.0%
Value $47,000 Shares 555 Est. Cost $44.66 Unrealized +62.3%
WALGREENS BOOTS ALLIANCE I USD 0.0%
Value $47,000 Shares 589 Est. Cost $84.89 Unrealized
BUD ANHEUSER BUSCH INBEV SA ADR 0.0%
Value $46,000 Shares 347 Est. Cost $123.92 Unrealized
NVS NOVARTIS AG-ADR 0.0%
Value $45,000 Shares 572 Est. Cost $85.66 Unrealized
WMT WAL-MART STORES 0.0%
Value $43,000 Shares 600 Est. Cost $16.63 Unrealized +23.9%
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value $41,000 Shares 1,475 Est. Cost $25.76 Unrealized
MBB I SHARES MBS ETF 0.0%
Value $39,000 Shares 360 Est. Cost $108.21 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value $38,000 Shares 477 Est. Cost $60.27 Unrealized +0.6%
ELV ANTHEM INC 0.0%
Value $38,000 Shares 300 Est. Cost $119.60 Unrealized -4.9%
INTC INTEL 0.0%
Value $36,000 Shares 950 Est. Cost $28.62 Unrealized 0.0%
XLP CONSUMER STAPLES SPDR 0.0%
Value $34,000 Shares 642 Est. Cost $50.48 Unrealized
MYLAN NV EUR 0.0%
Value $34,000 Shares 900 Est. Cost $54.44 Unrealized
SPH SUBURBAN PROPANE LP 0.0%
Value $33,000 Shares 1,000 Est. Cost $24.00 Unrealized
IXJ ISHARES TR GLOBAL HEALTHCARE ETF 0.0%
Value $33,000 Shares 331 Est. Cost $102.72 Unrealized
MS MORGAN STANLEY 0.0%
Value $32,000 Shares 1,000 Est. Cost $22.85 Unrealized 0.0%
VLO VALERO ENERGY 0.0%
Value $31,000 Shares 580 Est. Cost $42.88 Unrealized -14.3%
UNP UNION PACIFIC 0.0%
Value $30,000 Shares 310 Est. Cost $75.50 Unrealized +0.6%
CGI GROUP, INC 0.0%
Value $30,000 Shares 627 Est. Cost $39.87 Unrealized
COF CAPITAL ONE FINANCIAL 0.0%
Value $30,000 Shares 413 Est. Cost $62.80 Unrealized -7.2%
NNN NATIONAL RETAIL PPTYS INC 0.0%
Value $29,000 Shares 575 Est. Cost $40.00 Unrealized
BABA ALIBABA GROUP HLDG 0.0%
Value $28,000 Shares 260 Est. Cost $80.77 Unrealized
HDB HDFC BANK LTD ADR 0.0%
Value $28,000 Shares 390 Est. Cost $61.64 Unrealized
PRAXAIR 0.0%
Value $26,000 Shares 213 Est. Cost $104.34 Unrealized
CHKP CHECK POINT SOFTWARE TECH 0.0%
Value $26,000 Shares 340 Est. Cost $82.92 Unrealized -6.5%
STIP ISHARES 0-5 YEARS TIPS BOND 0.0%
Value $25,000 Shares 250 Est. Cost $100.00 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value $24,000 Shares 462 Est. Cost $45.96 Unrealized
RSG REPUBLIC SERVICES 0.0%
Value $23,000 Shares 450 Est. Cost $36.64 Unrealized +19.7%
APACHE 0.0%
Value $23,000 Shares 355 Est. Cost $43.72 Unrealized
JCI JOHNSON CNTRLS INTERNATIONAL PLC 0.0%
Value $23,000 Shares 501 Est. Cost $33.21 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value $22,000 Shares 123 Est. Cost $123.45 Unrealized +20.3%
TIFFANY & CO NEW COM 0.0%
Value $22,000 Shares 300 Est. Cost $76.67 Unrealized
SYMANTEC 0.0%
Value $20,000 Shares 800 Est. Cost $21.25 Unrealized
DR PEPPER SNAPPLE GROUP 0.0%
Value $19,000 Shares 205 Est. Cost $94.17 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value $18,000 Shares 415 Est. Cost $35.47 Unrealized -0.7%
BAC BANK OF AMERICA 0.0%
Value $17,000 Shares 1,110 Est. Cost $12.34 Unrealized -2.2%
IBM IBM 0.0%
Value $16,000 Shares 100 Est. Cost $87.52 Unrealized +16.3%
CAH CARDINAL HEALTH 0.0%
Value $16,000 Shares 200 Est. Cost $62.85 Unrealized -2.2%
IWF ISHARES RUSSELL 1000 GRWTH INDEX FUND 0.0%
Value $16,000 Shares 150 Est. Cost $100.00 Unrealized
COACH INC 0.0%
Value $16,000 Shares 443 Est. Cost $31.60 Unrealized
CBOE CBOE HOLDINGS, INC. 0.0%
Value $15,000 Shares 230 Est. Cost $59.01 Unrealized +2.4%
MET METLIFE INC 0.0%
Value $15,000 Shares 343 Est. Cost $31.20 Unrealized -12.2%
EQUITY COMMONWEALTH (EQC) 0.0%
Value $15,000 Shares 489 Est. Cost $28.63 Unrealized
VARIAN MED SYS INC 0.0%
Value $14,000 Shares 145 Est. Cost $96.55 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value $14,000 Shares 200 Est. Cost $40.73 Unrealized +25.3%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value $14,000 Shares 129 Est. Cost $100.78 Unrealized
HIG HARTFORD FINL SVCS GROUP 0.0%
Value $13,000 Shares 300 Est. Cost $36.68 Unrealized -6.9%
GLD SPDR GOLD TR 0.0%
Value $13,000 Shares 100 Est. Cost $120.00 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC 0.0%
Value $13,000 Shares 185 Est. Cost $58.14 Unrealized 0.0%
SHM SPDR SERIES NUVEEN BARCLAYS SHORT TERM 0.0%
Value $12,000 Shares 250 Est. Cost $48.00 Unrealized
SAP SAP AG 0.0%
Value $11,000 Shares 120 Est. Cost $79.17 Unrealized
AVY AVERY DENNISON 0.0%
Value $11,000 Shares 135 Est. Cost $52.41 Unrealized +22.9%
ALL ALLSTATE 0.0%
Value $10,000 Shares 150 Est. Cost $49.75 Unrealized +12.4%
MAS MASCO 0.0%
Value $10,000 Shares 300 Est. Cost $24.50 Unrealized +22.7%
CCK CROWN HOLDINGS INC 0.0%
Value $10,000 Shares 174 Est. Cost $48.36 Unrealized +5.3%
TDC TERADATA CORP 0.0%
Value $10,000 Shares 312 Est. Cost $28.21 Unrealized +5.6%
CSX CSX CORP COM 0.0%
Value $10,000 Shares 323 Est. Cost $7.01 Unrealized +18.2%
IWS ISHARES RUSSELL MIDCAP VALUE 0.0%
Value $9,000 Shares 113 Est. Cost $70.80 Unrealized
SPECTRUM BRANDS HLDGS INC 0.0%
Value $8,000 Shares 58 Est. Cost $103.45 Unrealized
HANCOCK JOHN INV TR 0.0%
Value $8,000 Shares 500 Est. Cost $14.40 Unrealized
HD SUPPLY HLDGS INC 0.0%
Value $8,000 Shares 235 Est. Cost $29.79 Unrealized
AXP AMERICAN EXPRESS 0.0%
Value $8,000 Shares 120 Est. Cost $62.87 Unrealized -10.4%
ACN ACCENTURE PLC 0.0%
Value $8,000 Shares 65 Est. Cost $93.50 Unrealized +5.0%
TEVA TEVA PHARMACEUTICAL 0.0%
Value $7,000 Shares 162 Est. Cost $67.90 Unrealized
VALEANT PHARMACEUTICALS INTLINC CDA 0.0%
Value $7,000 Shares 300 Est. Cost $100.80 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $7,000 Shares 59 Est. Cost $118.64 Unrealized
SCHW SCHWAB CHARLES CORP NEW 0.0%
Value $7,000 Shares 230 Est. Cost $25.16 Unrealized +3.4%
MUB ISHARES NATL MUNI BOND ETF 0.0%
Value $7,000 Shares 60 Est. Cost $116.67 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $7,000 Shares 45 Est. Cost $24.12 Unrealized +7.6%
PANW PALO ALTO NETWORKS INC 0.0%
Value $7,000 Shares 42 Est. Cost $23.16 Unrealized -1.6%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value $5,000 Shares 39 Est. Cost $102.56 Unrealized
PNR PENTAIR PLC USD 0.0%
Value $5,000 Shares 80 Est. Cost $30.91 Unrealized +17.5%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value $5,000 Shares 65 Est. Cost $64.91 Unrealized -11.8%
CSCO CISCO SYSTEMS 0.0%
Value $5,000 Shares 150 Est. Cost $20.16 Unrealized +14.4%
BIV VANGUARD BD INDX ETF 0.0%
Value $4,000 Shares 50 Est. Cost $84.00 Unrealized
VOYA VOYA FINL INC 0.0%
Value $4,000 Shares 140 Est. Cost $27.42 Unrealized -10.6%
NUE NUCOR CORP 0.0%
Value $4,000 Shares 90 Est. Cost $39.15 Unrealized +5.2%
HEWJ ISHARES TR ISHARES CURRENCY HEDGED 0.0%
Value $2,000 Shares 100 Est. Cost $30.00 Unrealized
BB&T 0.0%
Value $2,000 Shares 60 Est. Cost $37.65 Unrealized
PIER 1 IMPORTS 0.0%
Value $2,000 Shares 500 Est. Cost $6.00 Unrealized
TFI SPDR SERIES NUVEEN BARCLAYS MUNI BD 0.0%
Value $2,000 Shares 45 Est. Cost $44.44 Unrealized
HILTON WORLDWIDE HLDGS INC 0.0%
Value $1,000 Shares 50 Est. Cost $20.00 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value $1,000 Shares 28 Est. Cost $44.78 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value $1,000 Shares 30 Est. Cost $43.36 Unrealized
DISCOVERY COMMUNICATIONS INC CL A 0.0%
Value $1,000 Shares 50 Est. Cost $20.00 Unrealized
BLD TOPBUILD CORP 0.0%
Value $1,000 Shares 33 Est. Cost $30.00 Unrealized +17.3%
CRT CROSS TIMBERS RTY UNIT 0.0%
Value $0 Shares 4 Est. Cost Unrealized
HGTXU HUGOTON ROYALTY TRUST UNIT 0.0%
Value $0 Shares 51 Est. Cost Unrealized