BAR HARBOR WEALTH MANAGEMENT Diversified Active

CIK: 0001035463 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 20, 2015

Total Value ($000): $822,723 (100.0% shares, 0.0% debt)

Holdings (289)

GENERAL ELEC CO 4.0%
Value ($000) $32,837 Shares 1,235,870 Est. Cost $23.19 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 3.5%
Value ($000) $28,770 Shares 176,871 Est. Cost $117.45 Unrealized -12.3%
XOM EXXON MOBIL CORP 3.3%
Value ($000) $26,937 Shares 323,760 Est. Cost $53.07 Unrealized +2.3%
CL COLGATE PALMOLIVE CO 3.0%
Value ($000) $24,317 Shares 371,762 Est. Cost $42.89 Unrealized +23.5%
XLK SPDR - TECHNOLOGY SECTOR 2.8%
Value ($000) $23,399 Shares 565,187 Est. Cost $30.77 Unrealized
IVV ISHARES CORE S&P 500 ETF 2.7%
Value ($000) $22,265 Shares 107,448 Est. Cost $161.34 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 2.6%
Value ($000) $21,393 Shares 181,483 Est. Cost $87.83 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 2.5%
Value ($000) $20,940 Shares 139,620 Est. Cost $115.67 Unrealized
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $19,271 Shares 197,732 Est. Cost $53.22 Unrealized +40.0%
AGG ISHARES CORE U.S. AGGREGATE BO 2.0%
Value ($000) $16,559 Shares 152,224 Est. Cost $109.66 Unrealized
DU PONT E I DE NEMOURS & CO 2.0%
Value ($000) $16,543 Shares 258,689 Est. Cost $49.30 Unrealized
XLV SPDR - HEALTHCARE SECTOR 1.9%
Value ($000) $15,236 Shares 204,820 Est. Cost $46.30 Unrealized
XLY SPDR - CONSUMER DISC SECTOR 1.8%
Value ($000) $14,757 Shares 192,954 Est. Cost $54.17 Unrealized
XLF SPDR - FINANCIAL SECTOR 1.8%
Value ($000) $14,637 Shares 600,357 Est. Cost $18.65 Unrealized
MMM 3M CO 1.7%
Value ($000) $14,357 Shares 93,047 Est. Cost $57.54 Unrealized +64.8%
PFE PFIZER INC 1.5%
Value ($000) $12,324 Shares 367,531 Est. Cost $15.42 Unrealized +34.8%
CVX CHEVRON CORPORATION 1.4%
Value ($000) $11,915 Shares 123,505 Est. Cost $68.27 Unrealized -2.7%
XLI SPDR - INDUSTRIAL SECTOR 1.4%
Value ($000) $11,885 Shares 219,855 Est. Cost $41.87 Unrealized
UPS UNITED PARCEL SERVICE 1.4%
Value ($000) $11,783 Shares 121,585 Est. Cost $62.21 Unrealized +8.9%
XLE SPDR - ENERGY SECTOR 1.4%
Value ($000) $11,662 Shares 155,157 Est. Cost $79.28 Unrealized
ABBV ABBVIE INC 1.3%
Value ($000) $10,978 Shares 163,376 Est. Cost $22.76 Unrealized +86.0%
XLP SPDR - CONSUMER STAPLES SECTOR 1.2%
Value ($000) $10,241 Shares 215,133 Est. Cost $40.10 Unrealized
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $9,941 Shares 127,062 Est. Cost $53.10 Unrealized +12.9%
PALL CORP 1.2%
Value ($000) $9,793 Shares 78,690 Est. Cost $68.38 Unrealized
ABBOTT LABS 1.1%
Value ($000) $9,442 Shares 192,371 Est. Cost $40.90 Unrealized
APPLE INC 1.1%
Value ($000) $9,354 Shares 74,583 Est. Cost $92.94 Unrealized
LLY LILLY ELI & CO 1.1%
Value ($000) $8,820 Shares 105,645 Est. Cost $42.08 Unrealized +50.2%
WALGREENS BOOTS ALLIANCE INC 1.1%
Value ($000) $8,718 Shares 103,251 Est. Cost $84.68 Unrealized
MRK MERCK & CO INC 1.0%
Value ($000) $8,367 Shares 146,960 Est. Cost $27.62 Unrealized +45.7%
T AT & T INC 1.0%
Value ($000) $8,038 Shares 226,314 Est. Cost $10.87 Unrealized +12.3%
PEP PEPSICO INC 1.0%
Value ($000) $8,035 Shares 86,081 Est. Cost $51.36 Unrealized +35.0%
SYY SYSCO CORP 0.8%
Value ($000) $6,620 Shares 183,362 Est. Cost $22.93 Unrealized +23.3%
INTC INTEL CORP 0.8%
Value ($000) $6,534 Shares 214,829 Est. Cost $15.82 Unrealized +58.6%
EEM ISHARES MSCI EMERGING MKTS IND 0.8%
Value ($000) $6,508 Shares 164,253 Est. Cost $42.08 Unrealized
EMB ISHARES JP MORGAN EMERGING BON 0.8%
Value ($000) $6,334 Shares 57,622 Est. Cost $114.83 Unrealized
EFA ISHARES MSCI EAFE INDEX FUND 0.7%
Value ($000) $6,153 Shares 96,926 Est. Cost $59.32 Unrealized
CAT CATERPILLAR INC 0.7%
Value ($000) $6,116 Shares 72,102 Est. Cost $66.74 Unrealized -1.3%
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $5,931 Shares 127,245 Est. Cost $24.33 Unrealized +16.4%
WFC WELLS FARGO & CO 0.7%
Value ($000) $5,873 Shares 104,431 Est. Cost $25.52 Unrealized +62.2%
MSFT MICROSOFT CORP 0.7%
Value ($000) $5,710 Shares 129,324 Est. Cost $25.27 Unrealized +55.5%
AUTOMATIC DATA PROCESSING INC 0.7%
Value ($000) $5,534 Shares 68,982 Est. Cost $79.27 Unrealized
EPP ISHARES MSCI PACIFIC EX - JAPA 0.7%
Value ($000) $5,385 Shares 124,070 Est. Cost $48.40 Unrealized
FXI ISHARES FTSE CHINA 25 INDEX FU 0.6%
Value ($000) $5,272 Shares 114,367 Est. Cost $38.59 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $5,217 Shares 133,003 Est. Cost $25.89 Unrealized +12.1%
NKE NIKE INC CL B 0.6%
Value ($000) $5,123 Shares 47,424 Est. Cost $23.58 Unrealized +89.9%
ISHARES MSCI UNITED KINGDOM ET 0.6%
Value ($000) $5,058 Shares 277,192 Est. Cost $19.02 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $4,953 Shares 73,097 Est. Cost $34.27 Unrealized +43.4%
KELLOGG CO 0.6%
Value ($000) $4,899 Shares 78,135 Est. Cost $35.99 Unrealized +14.3%
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $4,668 Shares 42,080 Est. Cost $93.67 Unrealized
BP P.L.C. 0.6%
Value ($000) $4,600 Shares 115,133 Est. Cost $52.37 Unrealized
EMR EMERSON ELECTRIC CO 0.5%
Value ($000) $4,327 Shares 78,053 Est. Cost $40.14 Unrealized +10.2%
GLAXOSMITHKLINE PLC ADR 0.5%
Value ($000) $4,207 Shares 101,010 Est. Cost $46.91 Unrealized
WMT WAL-MART STORES INC 0.5%
Value ($000) $3,874 Shares 54,613 Est. Cost $18.39 Unrealized +13.5%
KMB KIMBERLY CLARK CORP 0.5%
Value ($000) $3,847 Shares 36,298 Est. Cost $60.17 Unrealized +26.1%
ORCL ORACLE CORPORATION 0.5%
Value ($000) $3,810 Shares 94,536 Est. Cost $29.01 Unrealized +27.5%
QCOM QUALCOMM INC 0.4%
Value ($000) $3,696 Shares 59,011 Est. Cost $46.53 Unrealized +8.1%
EZA ISHARES MSCI SOUTH AFRICA IDX 0.4%
Value ($000) $3,592 Shares 54,896 Est. Cost $63.93 Unrealized
DIS DISNEY WALT CO NEW 0.4%
Value ($000) $3,564 Shares 31,225 Est. Cost $55.42 Unrealized +80.4%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $3,557 Shares 36,282 Est. Cost $13.46 Unrealized +43.3%
BERKSHIRE HATHAWAY INC 0.4%
Value ($000) $3,550 Shares 26,085 Est. Cost $127.81 Unrealized
LQD ISHARES IBOXX INVEST GRADE COR 0.4%
Value ($000) $3,356 Shares 29,008 Est. Cost $118.39 Unrealized
XLB SPDR - MATERIALS SECTOR 0.4%
Value ($000) $3,343 Shares 69,102 Est. Cost $39.89 Unrealized
NVS NOVARTIS AG ADR 0.4%
Value ($000) $3,314 Shares 33,698 Est. Cost $72.20 Unrealized
AIR PRODUCTS & CHEMICALS INC 0.4%
Value ($000) $3,197 Shares 23,359 Est. Cost $131.72 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $3,071 Shares 46,145 Est. Cost $24.61 Unrealized +86.9%
DHR DANAHER CORP 0.4%
Value ($000) $3,014 Shares 35,216 Est. Cost $25.14 Unrealized +38.7%
MCD MCDONALDS CORP 0.4%
Value ($000) $2,988 Shares 31,436 Est. Cost $68.14 Unrealized +8.9%
BALL CORP 0.4%
Value ($000) $2,952 Shares 42,083 Est. Cost $62.87 Unrealized
JOHNSON CONTROLS INC 0.4%
Value ($000) $2,924 Shares 59,032 Est. Cost $36.34 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $2,874 Shares 42,914 Est. Cost $30.76 Unrealized +91.2%
TMO THERMO FISHER SCIENTIFIC INC. 0.3%
Value ($000) $2,781 Shares 21,428 Est. Cost $73.70 Unrealized +71.3%
MCK MCKESSON CORPORATION 0.3%
Value ($000) $2,731 Shares 12,147 Est. Cost $100.95 Unrealized +111.1%
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $2,690 Shares 97,951 Est. Cost $16.42 Unrealized +25.6%
EWG ISHARES MSCI GERMANY INDEX 0.3%
Value ($000) $2,644 Shares 94,857 Est. Cost $25.08 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $2,643 Shares 23,786 Est. Cost $50.65 Unrealized +71.9%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $2,632 Shares 30,546 Est. Cost $57.34 Unrealized +16.4%
COP CONOCOPHILLIPS 0.3%
Value ($000) $2,572 Shares 41,877 Est. Cost $39.06 Unrealized +18.8%
PNC PNC FINANCIAL SERVICES GROUP 0.3%
Value ($000) $2,493 Shares 26,061 Est. Cost $44.36 Unrealized +52.6%
ISHARES MSCI JAPAN INDEX FUND 0.3%
Value ($000) $2,455 Shares 191,676 Est. Cost $11.30 Unrealized
TIP ISHARES BARCLAYS TIPS BOND 0.3%
Value ($000) $2,297 Shares 20,494 Est. Cost $121.26 Unrealized
XLU SPDR - UTILITIES SECTOR 0.3%
Value ($000) $2,282 Shares 55,037 Est. Cost $39.10 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORP 0.3%
Value ($000) $2,216 Shares 24,950 Est. Cost $93.69 Unrealized
BECTON DICKINSON 0.3%
Value ($000) $2,151 Shares 15,181 Est. Cost $138.25 Unrealized
GIS GENERAL MLS INC 0.2%
Value ($000) $2,022 Shares 36,285 Est. Cost $29.51 Unrealized +31.4%
SPECTRA ENERGY CORP 0.2%
Value ($000) $1,996 Shares 61,211 Est. Cost $33.53 Unrealized
BLACKROCK INC CL A 0.2%
Value ($000) $1,981 Shares 5,726 Est. Cost $256.94 Unrealized
STT STATE STREET CORP 0.2%
Value ($000) $1,944 Shares 25,245 Est. Cost $48.05 Unrealized +19.9%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,934 Shares 22,135 Est. Cost $53.88 Unrealized +43.7%
LAKE SUNAPEE BANK GROUP 0.2%
Value ($000) $1,906 Shares 132,080 Est. Cost $14.43 Unrealized
GOOGLE INCORPORATED CLASS A 0.2%
Value ($000) $1,848 Shares 3,422 Est. Cost $732.63 Unrealized
MBB ISHARES BARCLAYS MBS BOND FUND 0.2%
Value ($000) $1,843 Shares 16,966 Est. Cost $107.01 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $1,841 Shares 20,062 Est. Cost $48.66 Unrealized +52.0%
AMGEN INC 0.2%
Value ($000) $1,803 Shares 11,746 Est. Cost $119.58 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,784 Shares 17,008 Est. Cost $48.53 Unrealized +55.1%
D DOMINION RESOURCES INC 0.2%
Value ($000) $1,744 Shares 26,081 Est. Cost $32.27 Unrealized +38.2%
MARATHON OIL CORP 0.2%
Value ($000) $1,724 Shares 64,956 Est. Cost $32.64 Unrealized
DE DEERE & CO 0.2%
Value ($000) $1,722 Shares 17,750 Est. Cost $70.36 Unrealized +7.1%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $1,609 Shares 28,386 Est. Cost $28.64 Unrealized +67.9%
GXC SPDR S&P CHINA ETF 0.2%
Value ($000) $1,594 Shares 17,918 Est. Cost $73.85 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,545 Shares 12,663 Est. Cost $44.59 Unrealized +123.3%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $1,525 Shares 29,602 Est. Cost $23.71 Unrealized +74.0%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,520 Shares 20,516 Est. Cost $58.10 Unrealized +1.2%
IVW ISHARES S&P 500 GROWTH INDEX F 0.2%
Value ($000) $1,515 Shares 13,306 Est. Cost $82.51 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $1,475 Shares 18,065 Est. Cost $44.48 Unrealized +32.8%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,458 Shares 12,451 Est. Cost $48.08 Unrealized +58.0%
APPLIED MATERIALS INC 0.2%
Value ($000) $1,442 Shares 75,002 Est. Cost $22.64 Unrealized
VMC VULCAN MATERIALS COMPANY 0.2%
Value ($000) $1,408 Shares 16,774 Est. Cost $49.35 Unrealized +61.7%
IGIB ISHARES BARCLAYS INTRM CREDIT 0.2%
Value ($000) $1,354 Shares 12,435 Est. Cost $110.07 Unrealized
ANALOG DEVICES INC 0.2%
Value ($000) $1,302 Shares 20,287 Est. Cost $54.08 Unrealized
F FORD MOTOR CO DEL "NEW" 0.2%
Value ($000) $1,256 Shares 83,731 Est. Cost $8.41 Unrealized +4.0%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $1,247 Shares 10,711 Est. Cost $79.55 Unrealized +27.6%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,211 Shares 5,803 Est. Cost $129.97 Unrealized +26.7%
BOEING CO 0.1%
Value ($000) $1,176 Shares 8,476 Est. Cost $129.18 Unrealized
DOW CHEM COMPANY 0.1%
Value ($000) $1,165 Shares 22,762 Est. Cost $33.85 Unrealized
COACH INC 0.1%
Value ($000) $1,162 Shares 33,577 Est. Cost $42.87 Unrealized
BAKER HUGHES INC 0.1%
Value ($000) $1,147 Shares 18,596 Est. Cost $56.44 Unrealized
BAXTER INTL INC 0.1%
Value ($000) $1,131 Shares 16,174 Est. Cost $70.93 Unrealized
V VISA INCORPORATED 0.1%
Value ($000) $1,127 Shares 16,782 Est. Cost $56.43 Unrealized +11.5%
CSX CSX CORP 0.1%
Value ($000) $1,109 Shares 33,956 Est. Cost $6.34 Unrealized +55.0%
CDK GLOBAL HOLDINGS INC 0.1%
Value ($000) $1,100 Shares 20,368 Est. Cost $40.74 Unrealized
MONSANTO CO 0.1%
Value ($000) $1,093 Shares 10,248 Est. Cost $105.08 Unrealized
EWBC EAST WEST BANCORP INCORPORATED 0.1%
Value ($000) $1,053 Shares 23,497 Est. Cost $18.38 Unrealized +82.8%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $1,048 Shares 10,273 Est. Cost $50.58 Unrealized +47.8%
IJK ISHARES S&P MIDCAP 400 GROWTH 0.1%
Value ($000) $1,039 Shares 6,130 Est. Cost $129.40 Unrealized
RAYTHEON CO 0.1%
Value ($000) $1,026 Shares 10,732 Est. Cost $66.37 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1,021 Shares 10,922 Est. Cost $72.92 Unrealized +18.1%
USB US BANCORP 0.1%
Value ($000) $1,020 Shares 23,497 Est. Cost $22.74 Unrealized +31.5%
TEVA TEVA PHARMACEUTICAL INDS LTD A 0.1%
Value ($000) $1,015 Shares 17,184 Est. Cost $40.30 Unrealized
AFLAC INC 0.1%
Value ($000) $1,001 Shares 16,098 Est. Cost $62.28 Unrealized
IBND SPDR BARCLAYS INTL CORPORATE B 0.1%
Value ($000) $994 Shares 31,678 Est. Cost $34.41 Unrealized
EZU ISHARES MSCI EMU INDEX 0.1%
Value ($000) $978 Shares 26,072 Est. Cost $39.88 Unrealized
GOOGLE INC CL C 0.1%
Value ($000) $963 Shares 1,851 Est. Cost $575.32 Unrealized
SO SOUTHERN COMPANY 0.1%
Value ($000) $962 Shares 22,969 Est. Cost $25.87 Unrealized +7.4%
IJJ ISHARES S&P MIDCAP 400 VALUE I 0.1%
Value ($000) $952 Shares 7,383 Est. Cost $101.49 Unrealized
EPS WISDOMTREE EARNINGS 500 FUND 0.1%
Value ($000) $943 Shares 13,211 Est. Cost $54.96 Unrealized
GLW CORNING INC 0.1%
Value ($000) $927 Shares 47,007 Est. Cost $10.45 Unrealized +54.2%
WU WESTERN UNION CO 0.1%
Value ($000) $924 Shares 45,458 Est. Cost $17.22 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $924 Shares 6,521 Est. Cost $51.79 Unrealized +113.0%
ALLSTATE CORP 0.1%
Value ($000) $911 Shares 14,038 Est. Cost $59.14 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 0.1%
Value ($000) $900 Shares 22,696 Est. Cost $39.44 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $894 Shares 11,099 Est. Cost $44.30 Unrealized +21.2%
PAYX PAYCHEX INC 0.1%
Value ($000) $888 Shares 18,955 Est. Cost $22.59 Unrealized +56.8%
AMERICAN EXPRESS CO 0.1%
Value ($000) $887 Shares 11,406 Est. Cost $94.88 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $882 Shares 11,347 Est. Cost $55.89 Unrealized +1.7%
VWO VANGUARD FTSE EMERGING MARKETS 0.1%
Value ($000) $876 Shares 21,416 Est. Cost $41.09 Unrealized
CFR CULLEN/FROST BANKERS INC 0.1%
Value ($000) $874 Shares 11,129 Est. Cost $43.78 Unrealized +23.3%
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $850 Shares 10,606 Est. Cost $47.88 Unrealized +0.9%
NUE NUCOR CORP 0.1%
Value ($000) $849 Shares 19,260 Est. Cost $34.86 Unrealized +6.8%
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $844 Shares 16,136 Est. Cost $33.65 Unrealized +8.8%
BROOKLINE BANCORP INC 0.1%
Value ($000) $828 Shares 73,336 Est. Cost $9.15 Unrealized
IJT ISHARES S&P SMALLCAP 600/GRO I 0.1%
Value ($000) $813 Shares 6,209 Est. Cost $94.90 Unrealized
EWQ ISHARES INC MSCI FRANCE INDEX 0.1%
Value ($000) $788 Shares 30,614 Est. Cost $23.42 Unrealized
KR KROGER CO 0.1%
Value ($000) $774 Shares 10,677 Est. Cost $29.52 Unrealized 0.0%
EXPRESS SCRIPTS HLDG 0.1%
Value ($000) $772 Shares 8,681 Est. Cost $81.09 Unrealized
EWH ISHARES MSCI HONG KONG INDEX F 0.1%
Value ($000) $767 Shares 33,999 Est. Cost $19.62 Unrealized
TKR TIMKEN CO 0.1%
Value ($000) $756 Shares 20,677 Est. Cost $38.90 Unrealized +2.5%
BIIB BIOGEN INC. 0.1%
Value ($000) $755 Shares 1,871 Est. Cost $170.20 Unrealized +135.8%
WHITEWAVE FOODS COMPANY CLASS 0.1%
Value ($000) $754 Shares 15,422 Est. Cost $34.83 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $752 Shares 18,085 Est. Cost $19.06 Unrealized +74.7%
IGOV ISHARES S&P CITIGROUP INT'L TR 0.1%
Value ($000) $741 Shares 8,251 Est. Cost $99.67 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $738 Shares 7,742 Est. Cost $65.17 Unrealized +25.8%
EWA ISHARES MSCI AUSTRALIA INDEX F 0.1%
Value ($000) $726 Shares 34,506 Est. Cost $26.47 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $721 Shares 17,528 Est. Cost $21.06 Unrealized +46.5%
DVN DEVON ENERGY CORP 0.1%
Value ($000) $712 Shares 11,958 Est. Cost $39.06 Unrealized +13.3%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $711 Shares 12,286 Est. Cost $35.89 Unrealized +14.3%
EXC EXELON CORP 0.1%
Value ($000) $690 Shares 21,950 Est. Cost $14.28 Unrealized +15.0%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $690 Shares 4,347 Est. Cost $55.79 Unrealized +141.3%
PPL PPL CORPORATION 0.1%
Value ($000) $687 Shares 23,331 Est. Cost $15.86 Unrealized +22.3%
IJS ISHARES S&P SMALL CAP 600/VALU 0.1%
Value ($000) $683 Shares 5,801 Est. Cost $89.97 Unrealized
STATOIL ASA 0.1%
Value ($000) $658 Shares 36,725 Est. Cost $24.83 Unrealized
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $656 Shares 10,482 Est. Cost $36.61 Unrealized +6.4%
E M C CORP MASS 0.1%
Value ($000) $654 Shares 24,765 Est. Cost $24.32 Unrealized
TAP MOLSON COORS BREWING COMPANY 0.1%
Value ($000) $643 Shares 9,206 Est. Cost $33.32 Unrealized +72.0%
DOV DOVER CORP 0.1%
Value ($000) $640 Shares 9,118 Est. Cost $38.81 Unrealized +27.1%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $633 Shares 7,816 Est. Cost $27.87 Unrealized +14.1%
ECL ECOLAB INC. 0.1%
Value ($000) $603 Shares 5,334 Est. Cost $73.98 Unrealized +38.2%
ALTERA CORP 0.1%
Value ($000) $597 Shares 11,667 Est. Cost $40.25 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $586 Shares 21,433 Est. Cost $20.04 Unrealized +19.3%
GPC GENUINE PARTS CO 0.1%
Value ($000) $582 Shares 6,499 Est. Cost $49.50 Unrealized +36.8%
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $565 Shares 12,800 Est. Cost $32.18 Unrealized
MAT MATTEL INC 0.1%
Value ($000) $560 Shares 21,805 Est. Cost $28.45 Unrealized -7.5%
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $553 Shares 10,301 Est. Cost $34.94 Unrealized +17.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $543 Shares 11,108 Est. Cost $15.40 Unrealized +64.0%
DUK DUKE ENERGY CORP COM 0.1%
Value ($000) $543 Shares 7,687 Est. Cost $40.22 Unrealized +21.1%
FE FIRSTENERGY CORP 0.1%
Value ($000) $542 Shares 16,659 Est. Cost $22.67 Unrealized -1.1%
TOL TOLL BROTHERS INCORPORATED 0.1%
Value ($000) $537 Shares 14,063 Est. Cost $35.41 Unrealized +5.7%
MAR MARRIOTT INTL INC A 0.1%
Value ($000) $537 Shares 7,212 Est. Cost $71.62 Unrealized -0.6%
ARCELORMITTAL SA LUXEMBOURG AD 0.1%
Value ($000) $501 Shares 51,545 Est. Cost $12.41 Unrealized
TD TORONTO DOMINION BANK ONTARIO 0.1%
Value ($000) $500 Shares 11,768 Est. Cost $43.15 Unrealized +3.8%
BARD CR INC 0.1%
Value ($000) $493 Shares 2,892 Est. Cost $145.15 Unrealized
MEAD JOHNSON NUTRITION COMPANY 0.1%
Value ($000) $493 Shares 5,465 Est. Cost $96.33 Unrealized
AMAZON.COM INC 0.1%
Value ($000) $472 Shares 1,087 Est. Cost $324.96 Unrealized
APACHE CORP 0.1%
Value ($000) $452 Shares 7,841 Est. Cost $92.49 Unrealized
MCGRAW HILL FINANCIAL INC 0.1%
Value ($000) $451 Shares 4,484 Est. Cost $52.27 Unrealized
HCP INC REIT 0.1%
Value ($000) $451 Shares 12,364 Est. Cost $39.28 Unrealized
EAT BRINKER INTERNATIONAL INCORPOR 0.1%
Value ($000) $449 Shares 7,784 Est. Cost $50.78 Unrealized -4.5%
NATIONAL GRID PLC ADR 0.1%
Value ($000) $444 Shares 6,886 Est. Cost $58.18 Unrealized
TIME WARNER INC 0.1%
Value ($000) $423 Shares 4,837 Est. Cost $85.57 Unrealized
OGE OGE ENERGY CORP 0.1%
Value ($000) $416 Shares 14,545 Est. Cost $31.12 Unrealized 0.0%
BEN FRANKLIN RESOURCES INC 0.1%
Value ($000) $416 Shares 8,493 Est. Cost $28.44 Unrealized +10.0%
XEL XCEL ENERGY INC 0.0%
Value ($000) $401 Shares 12,464 Est. Cost $19.04 Unrealized +26.3%
BHP BILLITON LTD 0.0%
Value ($000) $399 Shares 9,797 Est. Cost $68.01 Unrealized
ANTHEM INC 0.0%
Value ($000) $387 Shares 2,356 Est. Cost $125.65 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $385 Shares 5,700 Est. Cost $54.93 Unrealized +0.4%
AETNA INC 0.0%
Value ($000) $382 Shares 2,999 Est. Cost $65.67 Unrealized
NATIONAL OILWELL VARCO INCORPO 0.0%
Value ($000) $381 Shares 7,900 Est. Cost $68.07 Unrealized
BB & T CORP 0.0%
Value ($000) $379 Shares 9,411 Est. Cost $39.44 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.0%
Value ($000) $377 Shares 7,760 Est. Cost $46.91 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $376 Shares 7,885 Est. Cost $26.54 Unrealized +26.4%
XEROX CORP 0.0%
Value ($000) $373 Shares 35,120 Est. Cost $8.60 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $365 Shares 4,051 Est. Cost $40.05 Unrealized +29.8%
SIGMA ALDRICH CORP 0.0%
Value ($000) $365 Shares 2,617 Est. Cost $79.89 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $357 Shares 4,056 Est. Cost $69.27 Unrealized 0.0%
ROK ROCKWELL AUTOMATION, INC 0.0%
Value ($000) $357 Shares 2,866 Est. Cost $81.83 Unrealized +19.5%
MUB ISHARES S&P NATIONAL MUNICIPAL 0.0%
Value ($000) $357 Shares 3,305 Est. Cost $108.56 Unrealized
IFF INTERNATIONAL FLAVORS & FRAGRA 0.0%
Value ($000) $356 Shares 3,257 Est. Cost $89.30 Unrealized 0.0%
FMC TECHNOLOGIES INC 0.0%
Value ($000) $352 Shares 8,476 Est. Cost $41.53 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $351 Shares 2,057 Est. Cost $91.26 Unrealized +62.6%
BANK OF NEW YORK MELLON CORP C 0.0%
Value ($000) $350 Shares 8,337 Est. Cost $37.67 Unrealized
HEWLETT PACKARD CO 0.0%
Value ($000) $346 Shares 11,530 Est. Cost $23.36 Unrealized
ST JUDE MEDICAL INCORPORATED 0.0%
Value ($000) $346 Shares 4,730 Est. Cost $40.35 Unrealized
VNQ VANGUARD REIT ETF 0.0%
Value ($000) $344 Shares 4,599 Est. Cost $80.38 Unrealized
EWL ISHARES MSCI SWITZERLAND CPD I 0.0%
Value ($000) $342 Shares 10,453 Est. Cost $29.27 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $342 Shares 7,528 Est. Cost $36.17 Unrealized -7.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $340 Shares 1,830 Est. Cost $103.86 Unrealized +39.2%
CLX CLOROX CO 0.0%
Value ($000) $337 Shares 3,245 Est. Cost $56.84 Unrealized +40.8%
WY WEYERHAEUSER CO 0.0%
Value ($000) $331 Shares 10,496 Est. Cost $20.20 Unrealized +4.8%
NRG NRG ENERGY INCORPORATED 0.0%
Value ($000) $330 Shares 14,422 Est. Cost $19.80 Unrealized -0.4%
M MACYS INC 0.0%
Value ($000) $328 Shares 4,860 Est. Cost $67.58 Unrealized 0.0%
SNA SNAP-ON INC 0.0%
Value ($000) $328 Shares 2,062 Est. Cost $60.64 Unrealized +98.7%
GHC GRAHAM HOLDINGS COMPANY 0.0%
Value ($000) $322 Shares 300 Est. Cost $339.79 Unrealized +67.2%
WYNN WYNN RESORTS LIMITED 0.0%
Value ($000) $322 Shares 3,260 Est. Cost $122.21 Unrealized -19.8%
MTUS TIMKENSTEEL CORPORATION 0.0%
Value ($000) $321 Shares 11,887 Est. Cost $42.14 Unrealized -30.7%
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $321 Shares 3,002 Est. Cost $101.86 Unrealized
VFC V F CORP 0.0%
Value ($000) $318 Shares 4,571 Est. Cost $60.23 Unrealized +12.3%
SPHERE 3D CORP 0.0%
Value ($000) $316 Shares 62,260 Est. Cost $4.22 Unrealized
KRAFT FOODS GROUP INC 0.0%
Value ($000) $313 Shares 3,685 Est. Cost $52.19 Unrealized
DKS DICK'S SPORTING GOODS INCORPOR 0.0%
Value ($000) $312 Shares 6,026 Est. Cost $41.29 Unrealized +0.4%
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $310 Shares 27,833 Est. Cost $11.14 Unrealized
CHUBB CORP 0.0%
Value ($000) $309 Shares 3,246 Est. Cost $90.88 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $307 Shares 16,509 Est. Cost $26.80 Unrealized -31.1%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $305 Shares 3,656 Est. Cost $64.28 Unrealized +1.9%
SEAGATE TECHNOLOGY PLC 0.0%
Value ($000) $299 Shares 6,301 Est. Cost $47.45 Unrealized
INVESCO SENIOR INCOME TRUST 0.0%
Value ($000) $291 Shares 65,355 Est. Cost $5.41 Unrealized
STAPLES INC 0.0%
Value ($000) $288 Shares 18,834 Est. Cost $13.44 Unrealized
CIGNA CORP 0.0%
Value ($000) $280 Shares 1,726 Est. Cost $129.20 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $279 Shares 6,009 Est. Cost $27.55 Unrealized +48.5%
GLD SPDR GOLD TR 0.0%
Value ($000) $275 Shares 2,454 Est. Cost $154.50 Unrealized
AQUA AMERICA INC 0.0%
Value ($000) $274 Shares 11,213 Est. Cost $29.33 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $271 Shares 10,158 Est. Cost $13.86 Unrealized +45.9%
RGA REINSURANCE GROUP OF AMERICA 0.0%
Value ($000) $268 Shares 2,818 Est. Cost $94.09 Unrealized 0.0%
SUNTRUST BANKS INC 0.0%
Value ($000) $268 Shares 6,226 Est. Cost $41.92 Unrealized
FRONTIER COMMUNICATIONS CORPOR 0.0%
Value ($000) $267 Shares 54,004 Est. Cost $4.03 Unrealized
KMI KINDER MORGAN INCORPORATED 0.0%
Value ($000) $267 Shares 6,963 Est. Cost $22.45 Unrealized +8.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $267 Shares 2,443 Est. Cost $73.07 Unrealized +38.8%
POWERSHARES QQQ TRUST 0.0%
Value ($000) $266 Shares 2,487 Est. Cost $69.14 Unrealized
RIO RIO TINTO PLC ADR 0.0%
Value ($000) $263 Shares 6,375 Est. Cost $47.16 Unrealized
ENBRIDGE ENERGY PARTNERS LP 0.0%
Value ($000) $260 Shares 7,803 Est. Cost $30.23 Unrealized
CENTURYLINK INCORPORATED 0.0%
Value ($000) $258 Shares 8,763 Est. Cost $29.44 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $255 Shares 2,223 Est. Cost $71.76 Unrealized +31.5%
EWD ISHARES MSCI SWEDEN INDEX FUND 0.0%
Value ($000) $254 Shares 8,006 Est. Cost $32.09 Unrealized
CELGENE CORPORATION 0.0%
Value ($000) $254 Shares 2,193 Est. Cost $112.07 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $241 Shares 3,233 Est. Cost $38.29 Unrealized +22.3%
GENERAL AMERICAN INVESTORS 0.0%
Value ($000) $241 Shares 6,914 Est. Cost $34.86 Unrealized
AMERICAN ELEC PWR INC 0.0%
Value ($000) $240 Shares 4,525 Est. Cost $55.74 Unrealized
FMC FMC CORP 0.0%
Value ($000) $238 Shares 4,528 Est. Cost $39.05 Unrealized 0.0%
FLS FLOWSERVE CORPORATION 0.0%
Value ($000) $233 Shares 4,419 Est. Cost $50.47 Unrealized -10.5%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $230 Shares 2,385 Est. Cost $59.49 Unrealized +36.0%
UNM UNUMPROVIDENT CORP 0.0%
Value ($000) $229 Shares 6,400 Est. Cost $34.97 Unrealized 0.0%
ISHARES MSCI ITALY CAPPED INDE 0.0%
Value ($000) $228 Shares 15,301 Est. Cost $11.94 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $217 Shares 2,409 Est. Cost $14.25 Unrealized +6.4%
ENSCO PLC CL A 0.0%
Value ($000) $216 Shares 9,720 Est. Cost $22.22 Unrealized
ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $211 Shares 4,367 Est. Cost $51.00 Unrealized
GM GENERAL MOTORS CORPORATION 0.0%
Value ($000) $211 Shares 6,340 Est. Cost $28.12 Unrealized -1.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $211 Shares 4,434 Est. Cost $27.19 Unrealized +15.8%
AMEREN CORP 0.0%
Value ($000) $210 Shares 5,585 Est. Cost $40.82 Unrealized
ATI ALLEGHENY TECHNOLOGIES INC 0.0%
Value ($000) $208 Shares 6,882 Est. Cost $31.90 Unrealized 0.0%
BERKSHIRE HATHAWAY INC CLASS A 0.0%
Value ($000) $205 Shares 1 Est. Cost $207000.00 Unrealized
TOTAL SA ADR 0.0%
Value ($000) $205 Shares 4,169 Est. Cost $48.68 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $204 Shares 1,508 Est. Cost $120.83 Unrealized -0.5%
AMETEK INC NEW 0.0%
Value ($000) $203 Shares 3,701 Est. Cost $54.85 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $202 Shares 3,352 Est. Cost $22.98 Unrealized 0.0%
GWW WW GRAINGER INCORPORATED 0.0%
Value ($000) $202 Shares 856 Est. Cost $204.21 Unrealized 0.0%
KSS KOHLS CORP 0.0%
Value ($000) $202 Shares 3,229 Est. Cost $69.43 Unrealized 0.0%
JOY GLOBAL INC 0.0%
Value ($000) $202 Shares 5,581 Est. Cost $36.19 Unrealized
ROYAL DUTCH SHELL PLC - ADR A 0.0%
Value ($000) $201 Shares 3,526 Est. Cost $65.81 Unrealized
SUPERVALU INC 0.0%
Value ($000) $158 Shares 19,533 Est. Cost $5.18 Unrealized
22ND CENTURY GROUP INCORPORATE 0.0%
Value ($000) $101 Shares 107,600 Est. Cost $2.80 Unrealized
PEABODY ENERGY CORP 0.0%
Value ($000) $25 Shares 11,352 Est. Cost $7.75 Unrealized