BAR HARBOR WEALTH MANAGEMENT Diversified Active

CIK: 0001035463 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Apr 8, 2016

Total Value ($000): $819,954 (100.0% shares, 0.0% debt)

Holdings (308)

GENERAL ELEC CO 4.7%
Value ($000) $38,678 Shares 1,216,668 Est. Cost $23.19 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 3.3%
Value ($000) $27,012 Shares 178,359 Est. Cost $117.45 Unrealized -28.4%
XOM EXXON MOBIL CORP 3.3%
Value ($000) $26,749 Shares 320,009 Est. Cost $53.07 Unrealized -2.1%
CL COLGATE PALMOLIVE CO 3.2%
Value ($000) $26,215 Shares 371,045 Est. Cost $42.89 Unrealized +23.3%
XLK SPDR - TECHNOLOGY SECTOR 3.2%
Value ($000) $26,127 Shares 588,978 Est. Cost $31.08 Unrealized
IVV ISHARES CORE S&P 500 ETF 2.7%
Value ($000) $22,318 Shares 108,002 Est. Cost $162.08 Unrealized
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $21,456 Shares 198,293 Est. Cost $53.49 Unrealized +47.3%
IJR ISHARES CORE S&P SMALL-CAP ETF 2.5%
Value ($000) $20,410 Shares 181,307 Est. Cost $87.83 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 2.4%
Value ($000) $20,026 Shares 138,883 Est. Cost $115.67 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BO 2.4%
Value ($000) $19,355 Shares 174,650 Est. Cost $109.73 Unrealized
DU PONT E I DE NEMOURS & CO 2.0%
Value ($000) $16,061 Shares 253,653 Est. Cost $49.30 Unrealized
MMM 3M CO 1.9%
Value ($000) $15,277 Shares 91,680 Est. Cost $58.39 Unrealized +58.9%
XLY SPDR - CONSUMER DISC SECTOR 1.8%
Value ($000) $14,957 Shares 189,090 Est. Cost $54.42 Unrealized
XLV SPDR - HEALTHCARE SECTOR 1.8%
Value ($000) $14,363 Shares 211,904 Est. Cost $46.97 Unrealized
XLF SPDR - FINANCIAL SECTOR 1.7%
Value ($000) $13,791 Shares 612,936 Est. Cost $18.76 Unrealized
CVX CHEVRON CORPORATION 1.5%
Value ($000) $12,458 Shares 130,588 Est. Cost $67.62 Unrealized -15.1%
UPS UNITED PARCEL SERVICE 1.5%
Value ($000) $12,195 Shares 115,627 Est. Cost $62.21 Unrealized +8.8%
XLI SPDR - INDUSTRIAL SECTOR 1.5%
Value ($000) $11,901 Shares 214,554 Est. Cost $41.87 Unrealized
XLP SPDR - CONSUMER STAPLES SECTOR 1.4%
Value ($000) $11,749 Shares 221,419 Est. Cost $40.40 Unrealized
PFE PFIZER INC 1.3%
Value ($000) $10,741 Shares 362,408 Est. Cost $15.42 Unrealized +21.2%
PG PROCTER & GAMBLE CO 1.3%
Value ($000) $10,582 Shares 128,567 Est. Cost $53.38 Unrealized +15.5%
XLE SPDR - ENERGY SECTOR 1.2%
Value ($000) $9,941 Shares 160,619 Est. Cost $78.50 Unrealized
WALGREENS BOOTS ALLIANCE INC 1.1%
Value ($000) $9,180 Shares 108,972 Est. Cost $84.61 Unrealized
ABBV ABBVIE INC 1.1%
Value ($000) $9,161 Shares 160,376 Est. Cost $22.76 Unrealized +63.1%
T AT & T INC 1.1%
Value ($000) $9,117 Shares 232,763 Est. Cost $10.93 Unrealized +26.6%
ABBOTT LABS 1.0%
Value ($000) $8,546 Shares 204,307 Est. Cost $40.91 Unrealized
PEP PEPSICO INC 1.0%
Value ($000) $8,500 Shares 82,944 Est. Cost $51.36 Unrealized +42.7%
SYY SYSCO CORP 1.0%
Value ($000) $8,471 Shares 181,271 Est. Cost $22.93 Unrealized +45.6%
MRK MERCK & CO INC 1.0%
Value ($000) $8,470 Shares 160,075 Est. Cost $28.43 Unrealized +26.7%
APPLE INC 1.0%
Value ($000) $7,827 Shares 71,815 Est. Cost $92.94 Unrealized
LLY LILLY ELI & CO 0.9%
Value ($000) $7,199 Shares 99,962 Est. Cost $42.08 Unrealized +52.0%
VZ VERIZON COMMUNICATIONS 0.8%
Value ($000) $6,882 Shares 127,268 Est. Cost $24.46 Unrealized +22.8%
MSFT MICROSOFT CORP 0.8%
Value ($000) $6,582 Shares 119,175 Est. Cost $25.27 Unrealized +82.3%
INTC INTEL CORP 0.8%
Value ($000) $6,333 Shares 195,761 Est. Cost $15.82 Unrealized +54.1%
AUTOMATIC DATA PROCESSING INC 0.8%
Value ($000) $6,326 Shares 70,515 Est. Cost $79.45 Unrealized
KELLOGG CO 0.7%
Value ($000) $6,138 Shares 80,181 Est. Cost $36.30 Unrealized +34.1%
KO COCA COLA CO 0.7%
Value ($000) $6,120 Shares 131,910 Est. Cost $25.89 Unrealized +23.0%
CAT CATERPILLAR INC 0.7%
Value ($000) $5,916 Shares 77,291 Est. Cost $65.53 Unrealized -19.0%
EFA ISHARES MSCI EAFE INDEX FUND 0.7%
Value ($000) $5,515 Shares 96,492 Est. Cost $59.32 Unrealized
EEM ISHARES MSCI EMERGING MKTS IND 0.7%
Value ($000) $5,403 Shares 157,744 Est. Cost $41.97 Unrealized
NKE NIKE INC CL B 0.6%
Value ($000) $5,227 Shares 85,045 Est. Cost $39.79 Unrealized +33.7%
EMR EMERSON ELECTRIC CO 0.6%
Value ($000) $5,095 Shares 93,693 Est. Cost $39.67 Unrealized -5.8%
WFC WELLS FARGO & CO 0.6%
Value ($000) $4,848 Shares 100,266 Est. Cost $25.52 Unrealized +45.4%
EPP ISHARES MSCI PACIFIC EX - JAPA 0.6%
Value ($000) $4,823 Shares 122,971 Est. Cost $48.40 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $4,328 Shares 36,574 Est. Cost $13.82 Unrealized +57.8%
ISHARES MSCI UNITED KINGDOM ET 0.5%
Value ($000) $4,282 Shares 273,066 Est. Cost $19.02 Unrealized
KMB KIMBERLY CLARK CORP 0.5%
Value ($000) $4,158 Shares 30,915 Est. Cost $60.17 Unrealized +54.2%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $4,089 Shares 69,060 Est. Cost $34.27 Unrealized +30.9%
GLAXOSMITHKLINE PLC ADR 0.5%
Value ($000) $4,073 Shares 100,461 Est. Cost $46.91 Unrealized
UNITED TECHNOLOGIES CORP 0.5%
Value ($000) $4,035 Shares 40,315 Est. Cost $93.67 Unrealized
FXI ISHARES FTSE CHINA 25 INDEX FU 0.5%
Value ($000) $3,918 Shares 116,039 Est. Cost $38.37 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $3,871 Shares 30,799 Est. Cost $69.86 Unrealized +34.5%
BERKSHIRE HATHAWAY INC 0.4%
Value ($000) $3,675 Shares 25,902 Est. Cost $127.87 Unrealized
DHR DANAHER CORP 0.4%
Value ($000) $3,483 Shares 36,716 Est. Cost $25.78 Unrealized +41.4%
BP P.L.C. 0.4%
Value ($000) $3,393 Shares 112,424 Est. Cost $52.37 Unrealized
TMO THERMO FISHER SCIENTIFIC INC. 0.4%
Value ($000) $3,279 Shares 23,165 Est. Cost $79.30 Unrealized +64.3%
HD HOME DEPOT INC 0.4%
Value ($000) $3,191 Shares 23,918 Est. Cost $52.05 Unrealized +89.0%
GOOGL ALPHABET INC CL A 0.4%
Value ($000) $3,166 Shares 4,150 Est. Cost $36.73 Unrealized -0.5%
XLB SPDR - MATERIALS SECTOR 0.4%
Value ($000) $3,144 Shares 70,166 Est. Cost $39.89 Unrealized
LQD ISHARES IBOXX INVEST GRADE COR 0.4%
Value ($000) $3,135 Shares 26,385 Est. Cost $118.39 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $3,101 Shares 40,946 Est. Cost $30.76 Unrealized +91.5%
AIR PRODUCTS & CHEMICALS INC 0.4%
Value ($000) $3,051 Shares 21,179 Est. Cost $131.72 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $3,000 Shares 46,951 Est. Cost $24.61 Unrealized +82.0%
DIS DISNEY WALT CO NEW 0.4%
Value ($000) $2,994 Shares 30,153 Est. Cost $55.42 Unrealized +60.6%
BALL CORP 0.4%
Value ($000) $2,951 Shares 41,394 Est. Cost $62.87 Unrealized
ORCL ORACLE CORPORATION 0.4%
Value ($000) $2,874 Shares 70,252 Est. Cost $29.01 Unrealized +10.1%
XLU SPDR - UTILITIES SECTOR 0.4%
Value ($000) $2,870 Shares 57,830 Est. Cost $39.46 Unrealized
WMT WAL-MART STORES INC 0.3%
Value ($000) $2,843 Shares 41,502 Est. Cost $18.39 Unrealized -0.4%
EZA ISHARES MSCI SOUTH AFRICA IDX 0.3%
Value ($000) $2,801 Shares 52,843 Est. Cost $63.93 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $2,737 Shares 26,387 Est. Cost $58.17 Unrealized +24.5%
AMGEN INC 0.3%
Value ($000) $2,646 Shares 17,649 Est. Cost $129.13 Unrealized
BECTON DICKINSON 0.3%
Value ($000) $2,502 Shares 16,484 Est. Cost $139.21 Unrealized
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $2,441 Shares 85,714 Est. Cost $16.73 Unrealized +13.2%
QCOM QUALCOMM INC 0.3%
Value ($000) $2,405 Shares 47,034 Est. Cost $45.81 Unrealized -19.4%
EWG ISHARES MSCI GERMANY INDEX 0.3%
Value ($000) $2,356 Shares 91,546 Est. Cost $25.08 Unrealized
ISHARES MSCI JAPAN INDEX FUND 0.3%
Value ($000) $2,298 Shares 201,381 Est. Cost $11.30 Unrealized
JOHNSON CONTROLS INC 0.3%
Value ($000) $2,289 Shares 58,736 Est. Cost $36.44 Unrealized
GIS GENERAL MLS INC 0.3%
Value ($000) $2,221 Shares 35,058 Est. Cost $29.95 Unrealized +37.6%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $2,214 Shares 30,024 Est. Cost $57.34 Unrealized -7.3%
NVS NOVARTIS AG ADR 0.3%
Value ($000) $2,173 Shares 29,989 Est. Cost $72.20 Unrealized
TIP ISHARES BARCLAYS TIPS BOND 0.3%
Value ($000) $2,062 Shares 17,991 Est. Cost $121.26 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.3%
Value ($000) $2,060 Shares 24,355 Est. Cost $44.36 Unrealized +39.7%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $2,032 Shares 33,427 Est. Cost $31.90 Unrealized +48.6%
D DOMINION RESOURCES INC 0.2%
Value ($000) $1,932 Shares 25,723 Est. Cost $32.42 Unrealized +42.2%
SPECTRA ENERGY CORP 0.2%
Value ($000) $1,921 Shares 62,781 Est. Cost $33.35 Unrealized
APPLIED MATERIALS INC 0.2%
Value ($000) $1,914 Shares 90,375 Est. Cost $21.86 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,821 Shares 45,230 Est. Cost $38.82 Unrealized -27.6%
LAKE SUNAPEE BANK GROUP - NON- 0.2%
Value ($000) $1,793 Shares 128,214 Est. Cost $14.42 Unrealized
VMC VULCAN MATERIALS COMPANY 0.2%
Value ($000) $1,770 Shares 16,769 Est. Cost $49.35 Unrealized +76.4%
MCK MCKESSON CORPORATION 0.2%
Value ($000) $1,750 Shares 11,125 Est. Cost $100.95 Unrealized +48.2%
MBB ISHARES BARCLAYS MBS BOND FUND 0.2%
Value ($000) $1,745 Shares 15,935 Est. Cost $107.03 Unrealized
EMB ISHARES JP MORGAN EMERGING BON 0.2%
Value ($000) $1,708 Shares 15,478 Est. Cost $114.83 Unrealized
BLACKROCK INC CL A 0.2%
Value ($000) $1,683 Shares 4,943 Est. Cost $256.94 Unrealized
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,648 Shares 19,791 Est. Cost $53.88 Unrealized +14.2%
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $1,635 Shares 15,955 Est. Cost $48.66 Unrealized +50.5%
HYG ISHARES IBOXX HIGH YIELD CORP 0.2%
Value ($000) $1,629 Shares 19,944 Est. Cost $93.48 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $1,510 Shares 18,352 Est. Cost $44.67 Unrealized +26.2%
CSX CSX CORP 0.2%
Value ($000) $1,482 Shares 57,551 Est. Cost $6.99 Unrealized +0.3%
VLO VALERO ENERGY CORP NEW 0.2%
Value ($000) $1,461 Shares 22,782 Est. Cost $39.76 Unrealized +7.8%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,461 Shares 11,335 Est. Cost $46.00 Unrealized +119.3%
V VISA INCORPORATED 0.2%
Value ($000) $1,446 Shares 18,906 Est. Cost $58.19 Unrealized +16.5%
F FORD MOTOR CO DEL "NEW" 0.2%
Value ($000) $1,430 Shares 105,946 Est. Cost $8.29 Unrealized -10.1%
IFF INTERNATIONAL FLAVORS & FRAGRA 0.2%
Value ($000) $1,415 Shares 12,439 Est. Cost $88.00 Unrealized -0.3%
COACH INC 0.2%
Value ($000) $1,410 Shares 35,156 Est. Cost $41.21 Unrealized
GXC SPDR S&P CHINA ETF 0.2%
Value ($000) $1,407 Shares 20,164 Est. Cost $73.62 Unrealized
TKR TIMKEN CO 0.2%
Value ($000) $1,383 Shares 41,310 Est. Cost $34.98 Unrealized -17.1%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $1,381 Shares 24,059 Est. Cost $23.71 Unrealized +70.8%
IGIB ISHARES BARCLAYS INTRM CREDIT 0.2%
Value ($000) $1,352 Shares 12,326 Est. Cost $109.99 Unrealized
IVW ISHARES S&P 500 GROWTH INDEX F 0.2%
Value ($000) $1,304 Shares 11,259 Est. Cost $82.51 Unrealized
CLX CLOROX CO 0.2%
Value ($000) $1,303 Shares 10,331 Est. Cost $78.00 Unrealized +23.2%
BOEING CO 0.2%
Value ($000) $1,290 Shares 10,162 Est. Cost $131.21 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $1,273 Shares 14,697 Est. Cost $48.89 Unrealized +14.6%
USB US BANCORP 0.2%
Value ($000) $1,268 Shares 31,241 Est. Cost $24.69 Unrealized +12.6%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,265 Shares 16,872 Est. Cost $58.10 Unrealized +1.4%
RAYTHEON CO 0.1%
Value ($000) $1,220 Shares 9,953 Est. Cost $66.37 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $1,207 Shares 10,773 Est. Cost $51.21 Unrealized +49.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1,178 Shares 12,466 Est. Cost $75.63 Unrealized +10.3%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1,172 Shares 8,918 Est. Cost $68.66 Unrealized +55.6%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,171 Shares 12,740 Est. Cost $48.74 Unrealized +30.2%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $1,142 Shares 1,533 Est. Cost $35.61 Unrealized -0.2%
ANALOG DEVICES INC 0.1%
Value ($000) $1,138 Shares 19,217 Est. Cost $54.08 Unrealized
STT STATE STREET CORP 0.1%
Value ($000) $1,133 Shares 19,356 Est. Cost $48.11 Unrealized -11.4%
DOW CHEM COMPANY 0.1%
Value ($000) $1,119 Shares 22,008 Est. Cost $34.05 Unrealized
SO SOUTHERN COMPANY 0.1%
Value ($000) $1,079 Shares 20,857 Est. Cost $25.87 Unrealized +24.5%
GLW CORNING INC 0.1%
Value ($000) $1,071 Shares 51,296 Est. Cost $10.80 Unrealized +32.0%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1,070 Shares 6,790 Est. Cost $122.86 Unrealized +4.0%
AFLAC INC 0.1%
Value ($000) $1,067 Shares 16,901 Est. Cost $62.34 Unrealized
MARATHON OIL CORP 0.1%
Value ($000) $1,031 Shares 92,537 Est. Cost $27.09 Unrealized
EXPRESS SCRIPTS HLDG 0.1%
Value ($000) $1,008 Shares 14,664 Est. Cost $77.87 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $1,004 Shares 18,589 Est. Cost $22.84 Unrealized +64.1%
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $993 Shares 10,117 Est. Cost $47.88 Unrealized +16.7%
EZU ISHARES MSCI EUROZONE ETF 0.1%
Value ($000) $992 Shares 28,859 Est. Cost $39.28 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $990 Shares 12,916 Est. Cost $36.35 Unrealized +36.9%
WU WESTERN UNION CO 0.1%
Value ($000) $977 Shares 50,676 Est. Cost $17.37 Unrealized
DE DEERE & CO 0.1%
Value ($000) $967 Shares 12,568 Est. Cost $70.36 Unrealized -5.8%
AMAZON.COM INC 0.1%
Value ($000) $948 Shares 1,597 Est. Cost $395.57 Unrealized
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $941 Shares 8,473 Est. Cost $79.55 Unrealized +8.0%
MONSANTO CO 0.1%
Value ($000) $936 Shares 10,668 Est. Cost $104.24 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 0.1%
Value ($000) $926 Shares 5,697 Est. Cost $129.40 Unrealized
AMERICAN EXPRESS CO 0.1%
Value ($000) $924 Shares 15,054 Est. Cost $88.88 Unrealized
ALLSTATE CORP 0.1%
Value ($000) $915 Shares 13,593 Est. Cost $59.14 Unrealized
CDK GLOBAL HOLDINGS INC 0.1%
Value ($000) $912 Shares 19,593 Est. Cost $40.74 Unrealized
MAT MATTEL INC 0.1%
Value ($000) $880 Shares 26,180 Est. Cost $27.20 Unrealized +11.7%
VEA VANGUARD FTSE DEVELOPED MARKET 0.1%
Value ($000) $876 Shares 24,418 Est. Cost $39.14 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $868 Shares 18,348 Est. Cost $34.83 Unrealized -6.9%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $868 Shares 4,387 Est. Cost $57.37 Unrealized +180.7%
IJJ ISHARES S&P MIDCAP 400 VALUE I 0.1%
Value ($000) $866 Shares 6,976 Est. Cost $101.49 Unrealized
PPL PPL CORPORATION 0.1%
Value ($000) $856 Shares 22,481 Est. Cost $15.86 Unrealized +44.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $840 Shares 13,402 Est. Cost $18.46 Unrealized +68.4%
EPS WISDOMTREE EARNINGS 500 FUND 0.1%
Value ($000) $820 Shares 11,758 Est. Cost $54.96 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $820 Shares 17,785 Est. Cost $19.06 Unrealized +78.2%
BAXTER INTL INC 0.1%
Value ($000) $818 Shares 19,919 Est. Cost $63.89 Unrealized
HCP INC REIT 0.1%
Value ($000) $814 Shares 24,980 Est. Cost $37.83 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 0.1%
Value ($000) $808 Shares 23,384 Est. Cost $40.49 Unrealized
TAP MOLSON COORS BREWING COMPANY 0.1%
Value ($000) $804 Shares 8,356 Est. Cost $33.32 Unrealized +109.6%
BROOKLINE BANCORP INC 0.1%
Value ($000) $799 Shares 72,536 Est. Cost $9.15 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $797 Shares 11,655 Est. Cost $55.70 Unrealized -9.6%
TEVA TEVA PHARMACEUTICAL INDS LTD A 0.1%
Value ($000) $776 Shares 14,497 Est. Cost $40.30 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $759 Shares 3,425 Est. Cost $138.13 Unrealized +19.6%
EXC EXELON CORP 0.1%
Value ($000) $758 Shares 21,140 Est. Cost $14.28 Unrealized +10.9%
IJT ISHARES S&P SMALLCAP 600/GRO I 0.1%
Value ($000) $757 Shares 6,092 Est. Cost $94.90 Unrealized
EWQ ISHARES INC MSCI FRANCE INDEX 0.1%
Value ($000) $753 Shares 31,120 Est. Cost $23.43 Unrealized
ROK ROCKWELL AUTOMATION, INC 0.1%
Value ($000) $744 Shares 6,538 Est. Cost $83.09 Unrealized +1.0%
SDY SPDR S&P DIVIDEND 0.1%
Value ($000) $740 Shares 9,258 Est. Cost $74.31 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $722 Shares 8,842 Est. Cost $75.13 Unrealized
TIME WARNER INC 0.1%
Value ($000) $713 Shares 9,827 Est. Cost $76.99 Unrealized
BIIB BIOGEN INC. 0.1%
Value ($000) $710 Shares 2,728 Est. Cost $216.48 Unrealized +22.0%
EWH ISHARES MSCI HONG KONG INDEX F 0.1%
Value ($000) $707 Shares 35,719 Est. Cost $19.63 Unrealized
CFR CULLEN/FROST BANKERS INC 0.1%
Value ($000) $702 Shares 12,736 Est. Cost $44.25 Unrealized -12.4%
WHITEWAVE FOODS COMPANY CLASS 0.1%
Value ($000) $695 Shares 17,104 Est. Cost $35.43 Unrealized
KR KROGER CO 0.1%
Value ($000) $694 Shares 18,153 Est. Cost $29.84 Unrealized +5.9%
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $672 Shares 18,086 Est. Cost $34.05 Unrealized -18.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $667 Shares 16,632 Est. Cost $21.31 Unrealized +52.1%
UNP UNION PAC CORP 0.1%
Value ($000) $667 Shares 8,388 Est. Cost $64.88 Unrealized -4.5%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $655 Shares 9,448 Est. Cost $66.49 Unrealized -16.7%
BAKER HUGHES INC 0.1%
Value ($000) $650 Shares 14,830 Est. Cost $56.44 Unrealized
IBND SPDR BARCLAYS INTL CORPORATE B 0.1%
Value ($000) $647 Shares 19,701 Est. Cost $34.41 Unrealized
IGOV ISHARES S&P CITIGROUP INT'L TR 0.1%
Value ($000) $645 Shares 6,636 Est. Cost $99.67 Unrealized
IJS ISHARES S&P SMALL CAP 600/VALU 0.1%
Value ($000) $643 Shares 5,672 Est. Cost $90.20 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $635 Shares 6,394 Est. Cost $50.06 Unrealized +33.2%
FE FIRSTENERGY CORP 0.1%
Value ($000) $633 Shares 17,589 Est. Cost $22.49 Unrealized -0.9%
EWA ISHARES MSCI AUSTRALIA INDEX F 0.1%
Value ($000) $632 Shares 32,717 Est. Cost $26.47 Unrealized
DR PEPPER SNAPPLE GROUP INCORP 0.1%
Value ($000) $626 Shares 6,993 Est. Cost $85.17 Unrealized
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $622 Shares 10,421 Est. Cost $36.32 Unrealized +30.5%
DOV DOVER CORP 0.1%
Value ($000) $614 Shares 9,540 Est. Cost $38.94 Unrealized +5.2%
MEAD JOHNSON NUTRITION COMPANY 0.1%
Value ($000) $614 Shares 7,229 Est. Cost $91.38 Unrealized
DUK DUKE ENERGY CORP COM 0.1%
Value ($000) $612 Shares 7,585 Est. Cost $40.33 Unrealized +25.2%
EWBC EAST WEST BANCORP INCORPORATED 0.1%
Value ($000) $602 Shares 18,537 Est. Cost $18.38 Unrealized +41.3%
BAXALTA INC 0.1%
Value ($000) $595 Shares 14,729 Est. Cost $31.50 Unrealized
SEAGATE TECHNOLOGY PLC 0.1%
Value ($000) $575 Shares 16,703 Est. Cost $45.31 Unrealized
CENTURYLINK INCORPORATED 0.1%
Value ($000) $570 Shares 17,853 Est. Cost $29.29 Unrealized
FRONTIER COMMUNICATIONS CORPOR 0.1%
Value ($000) $565 Shares 101,023 Est. Cost $4.71 Unrealized
MET METLIFE INC 0.1%
Value ($000) $538 Shares 12,239 Est. Cost $31.44 Unrealized -14.9%
MAR MARRIOTT INTL INC A 0.1%
Value ($000) $533 Shares 7,483 Est. Cost $70.32 Unrealized -15.3%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $528 Shares 3,367 Est. Cost $129.97 Unrealized -2.9%
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $513 Shares 13,627 Est. Cost $32.93 Unrealized
TD TORONTO DOMINION BANK ONTARIO 0.1%
Value ($000) $508 Shares 11,768 Est. Cost $43.15 Unrealized -10.6%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $504 Shares 6,050 Est. Cost $52.54 Unrealized +2.3%
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $503 Shares 7,885 Est. Cost $26.54 Unrealized +62.2%
XEL XCEL ENERGY INC 0.1%
Value ($000) $495 Shares 11,824 Est. Cost $19.04 Unrealized +50.7%
MUR MURPHY OIL CORP 0.1%
Value ($000) $464 Shares 18,419 Est. Cost $21.37 Unrealized -34.9%
AVERY DENNISON CORP 0.1%
Value ($000) $447 Shares 6,195 Est. Cost $64.41 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $443 Shares 7,593 Est. Cost $36.17 Unrealized +7.4%
STATOIL ASA 0.1%
Value ($000) $438 Shares 28,162 Est. Cost $24.83 Unrealized
BARD CR INC 0.1%
Value ($000) $431 Shares 2,131 Est. Cost $147.96 Unrealized
NATIONAL GRID PLC ADR 0.1%
Value ($000) $430 Shares 6,025 Est. Cost $58.18 Unrealized
MCGRAW HILL FINANCIAL INC 0.1%
Value ($000) $426 Shares 4,299 Est. Cost $52.27 Unrealized
M MACYS INC 0.1%
Value ($000) $424 Shares 9,609 Est. Cost $60.00 Unrealized -31.1%
BB & T CORP 0.1%
Value ($000) $418 Shares 12,536 Est. Cost $38.29 Unrealized
ECL ECOLAB INC. 0.1%
Value ($000) $418 Shares 3,749 Est. Cost $73.98 Unrealized +28.9%
OGE OGE ENERGY CORP 0.1%
Value ($000) $417 Shares 14,545 Est. Cost $31.12 Unrealized -15.3%
LAMR LAMAR ADVERTISING CO CLASS A 0.1%
Value ($000) $413 Shares 6,717 Est. Cost $52.12 Unrealized
VFC V F CORP 0.0%
Value ($000) $409 Shares 6,326 Est. Cost $60.05 Unrealized -3.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $401 Shares 1,525 Est. Cost $253.77 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $390 Shares 18,641 Est. Cost $13.68 Unrealized 0.0%
AQUA AMERICA INC 0.0%
Value ($000) $387 Shares 12,135 Est. Cost $29.78 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $383 Shares 12,184 Est. Cost $15.51 Unrealized +53.4%
XEROX CORP 0.0%
Value ($000) $383 Shares 34,320 Est. Cost $8.77 Unrealized
WY WEYERHAEUSER CO REIT 0.0%
Value ($000) $377 Shares 12,191 Est. Cost $19.92 Unrealized -8.9%
APACHE CORP 0.0%
Value ($000) $375 Shares 7,688 Est. Cost $90.20 Unrealized
VTR VENTAS INCORPORATED 0.0%
Value ($000) $366 Shares 5,819 Est. Cost $40.50 Unrealized -9.5%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $364 Shares 2,661 Est. Cost $103.51 Unrealized +4.1%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $363 Shares 4,610 Est. Cost $47.82 Unrealized +1.0%
TJX TJX COMPANIES INCORPORATED 0.0%
Value ($000) $360 Shares 4,589 Est. Cost $30.90 Unrealized +2.3%
YUM YUM BRANDS INC 0.0%
Value ($000) $355 Shares 4,331 Est. Cost $40.54 Unrealized +8.0%
EAT BRINKER INTERNATIONAL INCORPOR 0.0%
Value ($000) $354 Shares 7,711 Est. Cost $49.67 Unrealized -16.3%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $351 Shares 4,286 Est. Cost $64.11 Unrealized -4.6%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $350 Shares 3,135 Est. Cost $108.62 Unrealized
RGA REINSURANCE GROUP OF AMERICA 0.0%
Value ($000) $348 Shares 3,614 Est. Cost $93.87 Unrealized -6.2%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $347 Shares 12,668 Est. Cost $37.78 Unrealized -55.1%
AES AES CORP 0.0%
Value ($000) $338 Shares 28,680 Est. Cost $7.38 Unrealized -6.3%
DHI D R HORTON INC 0.0%
Value ($000) $337 Shares 11,146 Est. Cost $20.04 Unrealized +22.9%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $337 Shares 5,709 Est. Cost $27.55 Unrealized +66.8%
SEE SEALED AIR CORPORATION 0.0%
Value ($000) $336 Shares 6,988 Est. Cost $36.94 Unrealized 0.0%
ST JUDE MEDICAL INCORPORATED 0.0%
Value ($000) $336 Shares 6,115 Est. Cost $43.66 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $333 Shares 3,340 Est. Cost $27.87 Unrealized +33.8%
GAP GAP INC/THE 0.0%
Value ($000) $329 Shares 11,199 Est. Cost $23.09 Unrealized -19.9%
FDX FEDEX CORPORATION 0.0%
Value ($000) $328 Shares 2,017 Est. Cost $91.26 Unrealized +30.6%
SYMANTEC CORP 0.0%
Value ($000) $326 Shares 17,731 Est. Cost $20.35 Unrealized
GM GENERAL MOTORS CORPORATION 0.0%
Value ($000) $324 Shares 10,303 Est. Cost $26.74 Unrealized -9.2%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $318 Shares 3,372 Est. Cost $74.79 Unrealized +5.0%
ANTHEM INC 0.0%
Value ($000) $313 Shares 2,247 Est. Cost $127.59 Unrealized
EWL ISHARES MSCI SWITZERLAND CPD I 0.0%
Value ($000) $311 Shares 10,458 Est. Cost $29.28 Unrealized
SNA SNAP-ON INC 0.0%
Value ($000) $308 Shares 1,962 Est. Cost $60.64 Unrealized +99.4%
ETN EATON CORP PLC 0.0%
Value ($000) $304 Shares 4,849 Est. Cost $54.93 Unrealized -19.5%
AMERICAN ELEC PWR INC 0.0%
Value ($000) $301 Shares 4,525 Est. Cost $56.69 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $299 Shares 2,852 Est. Cost $101.86 Unrealized
WYNN WYNN RESORTS LIMITED 0.0%
Value ($000) $298 Shares 3,184 Est. Cost $58.64 Unrealized +11.2%
UNM UNUMPROVIDENT CORP 0.0%
Value ($000) $295 Shares 9,550 Est. Cost $34.80 Unrealized -15.7%
TSM TAIWAN SEMICONDUCTOR MFG CO LT 0.0%
Value ($000) $291 Shares 11,101 Est. Cost $26.21 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $289 Shares 4,355 Est. Cost $47.83 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $286 Shares 2,678 Est. Cost $74.73 Unrealized +19.4%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $285 Shares 7,295 Est. Cost $28.44 Unrealized -23.2%
INVESCO SENIOR INCOME TRUST 0.0%
Value ($000) $282 Shares 69,851 Est. Cost $5.33 Unrealized
AMEREN CORP 0.0%
Value ($000) $280 Shares 5,585 Est. Cost $40.82 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $278 Shares 3,076 Est. Cost $38.29 Unrealized +35.7%
CMCSA COMCAST CORP-CL A 0.0%
Value ($000) $278 Shares 4,556 Est. Cost $23.17 Unrealized -1.8%
BANK OF NEW YORK MELLON CORP C 0.0%
Value ($000) $272 Shares 7,388 Est. Cost $37.67 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $270 Shares 2,314 Est. Cost $59.49 Unrealized +47.6%
POWERSHARES QQQ TRUST 0.0%
Value ($000) $268 Shares 2,458 Est. Cost $69.14 Unrealized
PRAXAIR INC 0.0%
Value ($000) $268 Shares 2,344 Est. Cost $114.33 Unrealized
NATIONAL OILWELL VARCO INCORPO 0.0%
Value ($000) $268 Shares 8,615 Est. Cost $65.35 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $267 Shares 2,319 Est. Cost $89.97 Unrealized -2.5%
IVZ INVESCO LIMITED 0.0%
Value ($000) $266 Shares 8,632 Est. Cost $22.10 Unrealized -16.8%
FISV FISERV INC 0.0%
Value ($000) $264 Shares 2,568 Est. Cost $47.02 Unrealized +0.8%
PPG PPG INDS INC 0.0%
Value ($000) $258 Shares 2,311 Est. Cost $84.07 Unrealized -2.3%
ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $258 Shares 7,097 Est. Cost $36.69 Unrealized
FFIV F5 NETWORKS INCORPORATED 0.0%
Value ($000) $251 Shares 2,372 Est. Cost $95.83 Unrealized 0.0%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $248 Shares 4,819 Est. Cost $54.71 Unrealized -20.2%
BEST BUY INC 0.0%
Value ($000) $248 Shares 7,642 Est. Cost $32.45 Unrealized
LYB LYONDELLBASELL INDUSTRIES N SH 0.0%
Value ($000) $240 Shares 2,815 Est. Cost $52.02 Unrealized -12.0%
KSS KOHLS CORP 0.0%
Value ($000) $239 Shares 5,119 Est. Cost $46.24 Unrealized +1.5%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $234 Shares 2,948 Est. Cost $24.73 Unrealized 0.0%
EWD ISHARES MSCI SWEDEN INDEX FUND 0.0%
Value ($000) $233 Shares 7,917 Est. Cost $32.09 Unrealized
FMC TECHNOLOGIES INC 0.0%
Value ($000) $232 Shares 8,476 Est. Cost $41.07 Unrealized
NRG NRG ENERGY INCORPORATED 0.0%
Value ($000) $230 Shares 17,668 Est. Cost $19.09 Unrealized -51.2%
GWW WW GRAINGER INCORPORATED 0.0%
Value ($000) $228 Shares 976 Est. Cost $179.37 Unrealized 0.0%
CB CHUBB LIMITED 0.0%
Value ($000) $228 Shares 1,915 Est. Cost $96.06 Unrealized 0.0%
TOL TOLL BROTHERS INCORPORATED 0.0%
Value ($000) $226 Shares 7,648 Est. Cost $35.41 Unrealized -21.1%
EVR EVERCORE PARTNERS INCORPORATED 0.0%
Value ($000) $223 Shares 4,313 Est. Cost $43.61 Unrealized -11.6%
WHOLE FOODS MKT INC 0.0%
Value ($000) $223 Shares 7,152 Est. Cost $31.18 Unrealized
BHP BILLITON LTD 0.0%
Value ($000) $222 Shares 8,547 Est. Cost $68.01 Unrealized
TESORO CORPORATION 0.0%
Value ($000) $222 Shares 2,578 Est. Cost $105.24 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $218 Shares 2,409 Est. Cost $14.25 Unrealized +3.4%
GENERAL AMERICAN INVESTORS 0.0%
Value ($000) $216 Shares 6,914 Est. Cost $34.86 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $216 Shares 12,918 Est. Cost $11.61 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE COM 0.0%
Value ($000) $215 Shares 12,122 Est. Cost $6.50 Unrealized -2.0%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $215 Shares 2,330 Est. Cost $38.38 Unrealized 0.0%
BERKSHIRE HATHAWAY INC CLASS A 0.0%
Value ($000) $213 Shares 1 Est. Cost $213000.00 Unrealized
WELL WELLTOWER INC REIT 0.0%
Value ($000) $212 Shares 3,061 Est. Cost $44.40 Unrealized 0.0%
WDC WESTERN DIGITAL CORPORATION 0.0%
Value ($000) $212 Shares 4,486 Est. Cost $49.42 Unrealized -37.8%
ALLIANCE DATA SYSTEMS CORPORAT 0.0%
Value ($000) $211 Shares 961 Est. Cost $276.69 Unrealized
WYNDHAM WORLDWIDE CORP 0.0%
Value ($000) $204 Shares 2,668 Est. Cost $76.46 Unrealized
ARCELORMITTAL SA LUXEMBOURG AD 0.0%
Value ($000) $203 Shares 44,428 Est. Cost $12.41 Unrealized
HPQ HP INC 0.0%
Value ($000) $196 Shares 15,874 Est. Cost $9.12 Unrealized -15.5%
STAPLES INC 0.0%
Value ($000) $184 Shares 16,704 Est. Cost $13.44 Unrealized
ISHARES MSCI ITALY CAPPED INDE 0.0%
Value ($000) $179 Shares 14,609 Est. Cost $11.94 Unrealized
NAVI NAVIENT CORPORATION 0.0%
Value ($000) $170 Shares 14,166 Est. Cost $14.12 Unrealized -26.4%
JOY GLOBAL INC 0.0%
Value ($000) $165 Shares 10,246 Est. Cost $26.51 Unrealized
BANK OF AMERICA CORP 0.0%
Value ($000) $153 Shares 11,302 Est. Cost $16.83 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $149 Shares 14,422 Est. Cost $26.80 Unrealized -76.2%
MTUS TIMKENSTEEL CORPORATION 0.0%
Value ($000) $148 Shares 16,237 Est. Cost $35.61 Unrealized -79.5%
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $140 Shares 33,973 Est. Cost $10.07 Unrealized
ENSCO PLC CL A 0.0%
Value ($000) $110 Shares 10,593 Est. Cost $21.52 Unrealized
SUPERVALU INC 0.0%
Value ($000) $107 Shares 18,573 Est. Cost $5.18 Unrealized
CC THE CHEMOURS COMPANY 0.0%
Value ($000) $73 Shares 10,352 Est. Cost $7.40 Unrealized -50.8%
SPHERE 3D CORP 0.0%
Value ($000) $41 Shares 33,315 Est. Cost $3.81 Unrealized
22ND CENTURY GROUP INCORPORATE 0.0%
Value ($000) $16 Shares 20,725 Est. Cost $2.80 Unrealized