BAR HARBOR WEALTH MANAGEMENT Diversified Active

CIK: 0001035463 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 19, 2016

Total Value ($000): $860,062 (100.0% shares, 0.0% debt)

Holdings (321)

GENERAL ELEC CO 4.5%
Value ($000) $38,893 Shares 1,235,479 Est. Cost $23.31 Unrealized
XOM EXXON MOBIL CORP 3.6%
Value ($000) $30,693 Shares 327,434 Est. Cost $53.18 Unrealized +8.8%
CL COLGATE PALMOLIVE CO 3.2%
Value ($000) $27,147 Shares 370,865 Est. Cost $42.89 Unrealized +32.6%
IBM INTERNATIONAL BUSINESS MACHINE 3.2%
Value ($000) $27,122 Shares 178,692 Est. Cost $117.45 Unrealized -19.0%
XLK SPDR - TECHNOLOGY SECTOR 3.0%
Value ($000) $25,528 Shares 588,614 Est. Cost $31.08 Unrealized
JNJ JOHNSON & JOHNSON 2.9%
Value ($000) $24,562 Shares 202,496 Est. Cost $54.18 Unrealized +60.7%
IVV ISHARES CORE S&P 500 ETF 2.7%
Value ($000) $23,322 Shares 110,789 Est. Cost $163.30 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 2.4%
Value ($000) $21,001 Shares 180,721 Est. Cost $87.83 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 2.4%
Value ($000) $20,723 Shares 138,722 Est. Cost $115.67 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BO 2.3%
Value ($000) $19,415 Shares 172,401 Est. Cost $109.73 Unrealized
DU PONT E I DE NEMOURS & CO 1.9%
Value ($000) $16,450 Shares 253,851 Est. Cost $49.30 Unrealized
MMM 3M CO 1.9%
Value ($000) $16,221 Shares 92,631 Est. Cost $58.84 Unrealized +74.1%
XLV SPDR - HEALTHCARE SECTOR 1.8%
Value ($000) $15,128 Shares 210,972 Est. Cost $46.97 Unrealized
XLY SPDR - CONSUMER DISC SECTOR 1.7%
Value ($000) $14,700 Shares 188,316 Est. Cost $54.42 Unrealized
XLF SPDR - FINANCIAL SECTOR 1.6%
Value ($000) $13,998 Shares 612,475 Est. Cost $18.76 Unrealized
CVX CHEVRON CORPORATION 1.6%
Value ($000) $13,614 Shares 129,867 Est. Cost $67.62 Unrealized -1.3%
PFE PFIZER INC 1.5%
Value ($000) $13,306 Shares 377,918 Est. Cost $15.65 Unrealized +34.5%
UPS UNITED PARCEL SERVICE 1.4%
Value ($000) $12,264 Shares 113,855 Est. Cost $62.21 Unrealized +17.5%
XLP SPDR - CONSUMER STAPLES SECTOR 1.4%
Value ($000) $12,217 Shares 221,526 Est. Cost $40.40 Unrealized
XLI SPDR - INDUSTRIAL SECTOR 1.4%
Value ($000) $11,953 Shares 213,413 Est. Cost $41.87 Unrealized
PG PROCTER & GAMBLE CO 1.3%
Value ($000) $11,232 Shares 132,661 Est. Cost $53.69 Unrealized +18.0%
XLE SPDR - ENERGY SECTOR 1.3%
Value ($000) $10,978 Shares 160,874 Est. Cost $78.50 Unrealized
T AT & T INC 1.2%
Value ($000) $10,530 Shares 243,709 Est. Cost $11.12 Unrealized +35.9%
ABBV ABBVIE INC 1.2%
Value ($000) $10,197 Shares 164,713 Est. Cost $23.24 Unrealized +76.3%
WALGREENS BOOTS ALLIANCE INC 1.1%
Value ($000) $9,669 Shares 116,112 Est. Cost $84.53 Unrealized
MRK MERCK & CO INC 1.1%
Value ($000) $9,297 Shares 161,380 Est. Cost $28.43 Unrealized +38.9%
SYY SYSCO CORP 1.1%
Value ($000) $9,156 Shares 180,446 Est. Cost $22.93 Unrealized +64.4%
PEP PEPSICO INC 1.0%
Value ($000) $8,832 Shares 83,372 Est. Cost $51.36 Unrealized +50.1%
ABBOTT LABS 1.0%
Value ($000) $8,218 Shares 209,052 Est. Cost $40.87 Unrealized
LLY LILLY ELI & CO 0.9%
Value ($000) $7,764 Shares 98,592 Est. Cost $42.08 Unrealized +52.3%
VZ VERIZON COMMUNICATIONS 0.9%
Value ($000) $7,516 Shares 134,601 Est. Cost $24.84 Unrealized +26.7%
APPLE INC 0.8%
Value ($000) $7,034 Shares 73,577 Est. Cost $93.00 Unrealized
AUTOMATIC DATA PROCESSING INC 0.8%
Value ($000) $6,953 Shares 75,688 Est. Cost $80.30 Unrealized
KELLOGG CO 0.8%
Value ($000) $6,506 Shares 79,683 Est. Cost $36.30 Unrealized +40.3%
MSFT MICROSOFT CORP 0.8%
Value ($000) $6,465 Shares 126,343 Est. Cost $26.45 Unrealized +73.9%
INTC INTEL CORP 0.7%
Value ($000) $6,434 Shares 196,156 Est. Cost $15.82 Unrealized +58.7%
KO COCA COLA CO 0.7%
Value ($000) $5,975 Shares 131,794 Est. Cost $25.89 Unrealized +28.7%
CAT CATERPILLAR INC 0.7%
Value ($000) $5,814 Shares 76,696 Est. Cost $65.53 Unrealized -8.7%
EFA ISHARES MSCI EAFE INDEX FUND 0.6%
Value ($000) $5,445 Shares 97,550 Est. Cost $59.28 Unrealized
EEM ISHARES MSCI EMERGING MKTS IND 0.6%
Value ($000) $5,360 Shares 155,993 Est. Cost $41.97 Unrealized
WFC WELLS FARGO & CO 0.6%
Value ($000) $4,969 Shares 104,985 Est. Cost $26.04 Unrealized +42.9%
EMR EMERSON ELECTRIC CO 0.6%
Value ($000) $4,924 Shares 94,404 Est. Cost $39.67 Unrealized +4.7%
EPP ISHARES MSCI PACIFIC EX - JAPA 0.6%
Value ($000) $4,795 Shares 122,323 Est. Cost $48.40 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $4,677 Shares 35,866 Est. Cost $13.82 Unrealized +70.0%
NKE NIKE INC CL B 0.5%
Value ($000) $4,577 Shares 82,909 Est. Cost $39.79 Unrealized +26.4%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $4,363 Shares 70,211 Est. Cost $34.50 Unrealized +40.1%
GLAXOSMITHKLINE PLC ADR 0.5%
Value ($000) $4,350 Shares 100,373 Est. Cost $46.91 Unrealized
ISHARES MSCI UNITED KINGDOM ET 0.5%
Value ($000) $4,197 Shares 273,033 Est. Cost $19.02 Unrealized
UNITED TECHNOLOGIES CORP 0.5%
Value ($000) $4,047 Shares 39,459 Est. Cost $93.67 Unrealized
KMB KIMBERLY CLARK CORP 0.5%
Value ($000) $4,030 Shares 29,310 Est. Cost $60.17 Unrealized +56.1%
BP P.L.C. 0.5%
Value ($000) $3,992 Shares 112,424 Est. Cost $52.37 Unrealized
FXI ISHARES FTSE CHINA 25 INDEX FU 0.5%
Value ($000) $3,971 Shares 116,055 Est. Cost $38.37 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $3,754 Shares 31,196 Est. Cost $70.24 Unrealized +41.2%
BERKSHIRE HATHAWAY INC 0.4%
Value ($000) $3,742 Shares 25,843 Est. Cost $127.87 Unrealized
DHR DANAHER CORP 0.4%
Value ($000) $3,683 Shares 36,466 Est. Cost $25.78 Unrealized +55.5%
AIR PRODUCTS & CHEMICALS INC 0.4%
Value ($000) $3,560 Shares 25,062 Est. Cost $133.32 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $3,506 Shares 47,669 Est. Cost $25.00 Unrealized +102.0%
TMO THERMO FISHER SCIENTIFIC INC. 0.4%
Value ($000) $3,411 Shares 23,087 Est. Cost $79.30 Unrealized +81.1%
LOW LOWES COS INC 0.4%
Value ($000) $3,263 Shares 41,211 Est. Cost $30.76 Unrealized +110.7%
LQD ISHARES IBOXX INVEST GRADE COR 0.4%
Value ($000) $3,263 Shares 26,585 Est. Cost $118.39 Unrealized
XLB SPDR - MATERIALS SECTOR 0.4%
Value ($000) $3,244 Shares 70,013 Est. Cost $39.89 Unrealized
DIS DISNEY WALT CO NEW 0.4%
Value ($000) $3,215 Shares 32,867 Est. Cost $58.46 Unrealized +57.7%
XLU SPDR - UTILITIES SECTOR 0.4%
Value ($000) $3,120 Shares 59,462 Est. Cost $39.81 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $3,032 Shares 23,740 Est. Cost $52.05 Unrealized +101.7%
WMT WAL-MART STORES INC 0.4%
Value ($000) $3,022 Shares 41,392 Est. Cost $18.39 Unrealized +6.1%
BALL CORP 0.3%
Value ($000) $2,925 Shares 40,465 Est. Cost $62.87 Unrealized
AMGEN INC 0.3%
Value ($000) $2,909 Shares 19,120 Est. Cost $130.90 Unrealized
GOOGL ALPHABET INC CL A 0.3%
Value ($000) $2,821 Shares 4,010 Est. Cost $36.73 Unrealized -0.8%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $2,813 Shares 68,710 Est. Cost $29.01 Unrealized +19.2%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $2,728 Shares 34,493 Est. Cost $57.46 Unrealized +1.4%
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $2,726 Shares 95,019 Est. Cost $17.14 Unrealized +21.7%
EZA ISHARES MSCI SOUTH AFRICA IDX 0.3%
Value ($000) $2,725 Shares 51,521 Est. Cost $63.93 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $2,659 Shares 49,631 Est. Cost $45.52 Unrealized -11.5%
JOHNSON CONTROLS INC 0.3%
Value ($000) $2,588 Shares 58,464 Est. Cost $36.44 Unrealized
BECTON DICKINSON 0.3%
Value ($000) $2,555 Shares 15,064 Est. Cost $139.21 Unrealized
NVS NOVARTIS AG ADR 0.3%
Value ($000) $2,496 Shares 30,252 Est. Cost $72.20 Unrealized
GIS GENERAL MLS INC 0.3%
Value ($000) $2,429 Shares 34,047 Est. Cost $29.95 Unrealized +51.7%
MCK MCKESSON CORPORATION 0.3%
Value ($000) $2,389 Shares 12,802 Est. Cost $109.03 Unrealized +49.2%
CVS CVS HEALTH CORP 0.3%
Value ($000) $2,351 Shares 24,558 Est. Cost $58.17 Unrealized +28.1%
SPECTRA ENERGY CORP 0.3%
Value ($000) $2,298 Shares 62,731 Est. Cost $33.35 Unrealized
ISHARES MSCI JAPAN INDEX FUND 0.3%
Value ($000) $2,294 Shares 199,398 Est. Cost $11.30 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.3%
Value ($000) $2,256 Shares 32,964 Est. Cost $31.90 Unrealized +71.3%
EWG ISHARES MSCI GERMANY INDEX 0.3%
Value ($000) $2,239 Shares 93,109 Est. Cost $25.07 Unrealized
LAKE SUNAPEE BANK GROUP - NON- 0.3%
Value ($000) $2,192 Shares 128,114 Est. Cost $14.42 Unrealized
APPLIED MATERIALS INC 0.3%
Value ($000) $2,166 Shares 90,375 Est. Cost $21.86 Unrealized
TIP ISHARES BARCLAYS TIPS BOND 0.2%
Value ($000) $2,076 Shares 17,791 Est. Cost $121.26 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $2,029 Shares 46,545 Est. Cost $38.65 Unrealized -15.2%
D DOMINION RESOURCES INC 0.2%
Value ($000) $2,028 Shares 26,017 Est. Cost $32.59 Unrealized +46.5%
VMC VULCAN MATERIALS COMPANY 0.2%
Value ($000) $2,018 Shares 16,769 Est. Cost $49.35 Unrealized +111.2%
PNC PNC FINANCIAL SERVICES GROUP 0.2%
Value ($000) $1,940 Shares 23,832 Est. Cost $44.36 Unrealized +41.9%
MBB ISHARES BARCLAYS MBS BOND FUND 0.2%
Value ($000) $1,772 Shares 16,109 Est. Cost $107.06 Unrealized
EMB ISHARES JP MORGAN EMERGING BON 0.2%
Value ($000) $1,766 Shares 15,338 Est. Cost $114.83 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $1,698 Shares 16,295 Est. Cost $49.38 Unrealized +68.6%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,690 Shares 19,849 Est. Cost $53.88 Unrealized +29.4%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $1,685 Shares 26,906 Est. Cost $26.03 Unrealized +75.4%
HYG ISHARES IBOXX HIGH YIELD CORP 0.2%
Value ($000) $1,679 Shares 19,826 Est. Cost $93.48 Unrealized
BLACKROCK INC CL A 0.2%
Value ($000) $1,679 Shares 4,902 Est. Cost $256.94 Unrealized
IFF INTERNATIONAL FLAVORS & FRAGRA 0.2%
Value ($000) $1,614 Shares 12,805 Est. Cost $88.27 Unrealized +10.4%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,596 Shares 11,308 Est. Cost $46.00 Unrealized +148.2%
CSX CSX CORP 0.2%
Value ($000) $1,506 Shares 57,781 Est. Cost $6.99 Unrealized +8.4%
BOEING CO 0.2%
Value ($000) $1,505 Shares 11,592 Est. Cost $131.04 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,452 Shares 16,731 Est. Cost $58.10 Unrealized +9.3%
V VISA INCORPORATED 0.2%
Value ($000) $1,430 Shares 19,269 Est. Cost $58.47 Unrealized +25.2%
COACH INC 0.2%
Value ($000) $1,413 Shares 34,695 Est. Cost $41.21 Unrealized
RAYTHEON CO 0.2%
Value ($000) $1,411 Shares 10,380 Est. Cost $69.23 Unrealized
MARATHON OIL CORP 0.2%
Value ($000) $1,398 Shares 93,137 Est. Cost $27.09 Unrealized
CLX CLOROX CO 0.2%
Value ($000) $1,392 Shares 10,053 Est. Cost $78.00 Unrealized +26.5%
GXC SPDR S&P CHINA ETF 0.2%
Value ($000) $1,362 Shares 19,486 Est. Cost $73.62 Unrealized
IGIB ISHARES BARCLAYS INTRM CREDIT 0.2%
Value ($000) $1,356 Shares 12,186 Est. Cost $109.99 Unrealized
F FORD MOTOR CO DEL "NEW" 0.2%
Value ($000) $1,328 Shares 105,645 Est. Cost $8.29 Unrealized -4.2%
IVW ISHARES S&P 500 GROWTH INDEX F 0.2%
Value ($000) $1,305 Shares 11,191 Est. Cost $82.51 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 0.2%
Value ($000) $1,302 Shares 36,955 Est. Cost $38.56 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $1,292 Shares 18,508 Est. Cost $44.67 Unrealized +25.6%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $1,274 Shares 10,952 Est. Cost $51.75 Unrealized +62.7%
TKR TIMKEN CO 0.1%
Value ($000) $1,267 Shares 41,310 Est. Cost $34.98 Unrealized -4.1%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1,247 Shares 8,953 Est. Cost $68.66 Unrealized +64.7%
AFLAC INC 0.1%
Value ($000) $1,226 Shares 17,001 Est. Cost $62.34 Unrealized
USB US BANCORP 0.1%
Value ($000) $1,223 Shares 30,328 Est. Cost $24.69 Unrealized +18.2%
AMAZON.COM INC 0.1%
Value ($000) $1,197 Shares 1,672 Est. Cost $409.94 Unrealized
CDK GLOBAL HOLDINGS INC 0.1%
Value ($000) $1,196 Shares 21,551 Est. Cost $42.08 Unrealized
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $1,175 Shares 23,048 Est. Cost $39.74 Unrealized -3.2%
SO SOUTHERN COMPANY 0.1%
Value ($000) $1,175 Shares 21,909 Est. Cost $26.24 Unrealized +28.1%
PSX PHILLIPS 66 0.1%
Value ($000) $1,139 Shares 14,353 Est. Cost $48.89 Unrealized +16.0%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1,128 Shares 7,181 Est. Cost $123.14 Unrealized +4.0%
DOW CHEM COMPANY 0.1%
Value ($000) $1,121 Shares 22,553 Est. Cost $34.43 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,108 Shares 13,283 Est. Cost $49.31 Unrealized +27.3%
PAYX PAYCHEX INC 0.1%
Value ($000) $1,106 Shares 18,589 Est. Cost $22.84 Unrealized +75.8%
AMERICAN EXPRESS CO 0.1%
Value ($000) $1,102 Shares 18,131 Est. Cost $84.11 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1,098 Shares 12,471 Est. Cost $75.63 Unrealized +19.3%
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $1,096 Shares 10,777 Est. Cost $48.71 Unrealized +26.1%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $1,090 Shares 1,574 Est. Cost $35.61 Unrealized +0.1%
MONSANTO CO 0.1%
Value ($000) $1,090 Shares 10,540 Est. Cost $104.24 Unrealized
ANALOG DEVICES INC 0.1%
Value ($000) $1,086 Shares 19,182 Est. Cost $54.08 Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.1%
Value ($000) $1,056 Shares 32,701 Est. Cost $38.46 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $1,039 Shares 12,916 Est. Cost $36.35 Unrealized +46.2%
STT STATE STREET CORP 0.1%
Value ($000) $1,021 Shares 18,948 Est. Cost $48.11 Unrealized -6.2%
ROK ROCKWELL AUTOMATION, INC 0.1%
Value ($000) $1,004 Shares 8,743 Est. Cost $86.21 Unrealized +10.7%
DE DEERE & CO 0.1%
Value ($000) $1,004 Shares 12,383 Est. Cost $70.36 Unrealized -0.5%
GLW CORNING INC 0.1%
Value ($000) $995 Shares 48,591 Est. Cost $10.80 Unrealized +43.7%
MO ALTRIA GROUP INC 0.1%
Value ($000) $986 Shares 14,302 Est. Cost $19.39 Unrealized +71.3%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $975 Shares 4,387 Est. Cost $57.37 Unrealized +214.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $974 Shares 3,924 Est. Cost $143.75 Unrealized +26.8%
WU WESTERN UNION CO 0.1%
Value ($000) $972 Shares 50,676 Est. Cost $17.37 Unrealized
ALLSTATE CORP 0.1%
Value ($000) $951 Shares 13,593 Est. Cost $59.14 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 0.1%
Value ($000) $937 Shares 5,540 Est. Cost $129.40 Unrealized
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $923 Shares 8,542 Est. Cost $79.55 Unrealized +21.3%
VEA VANGUARD FTSE DEVELOPED MARKET 0.1%
Value ($000) $922 Shares 26,064 Est. Cost $38.90 Unrealized
CFR CULLEN/FROST BANKERS INC 0.1%
Value ($000) $921 Shares 14,454 Est. Cost $44.54 Unrealized +4.8%
EXPRESS SCRIPTS HLDG 0.1%
Value ($000) $916 Shares 12,083 Est. Cost $77.87 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $912 Shares 12,075 Est. Cost $55.73 Unrealized +1.8%
BAXTER INTL INC 0.1%
Value ($000) $907 Shares 20,045 Est. Cost $63.89 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $906 Shares 18,326 Est. Cost $34.83 Unrealized +12.4%
HCP INC REIT 0.1%
Value ($000) $895 Shares 25,290 Est. Cost $37.80 Unrealized
PPL PPL CORPORATION 0.1%
Value ($000) $876 Shares 23,211 Est. Cost $16.14 Unrealized +53.4%
IJJ ISHARES S&P MIDCAP 400 VALUE I 0.1%
Value ($000) $871 Shares 6,808 Est. Cost $101.49 Unrealized
MAT MATTEL INC 0.1%
Value ($000) $819 Shares 26,180 Est. Cost $27.20 Unrealized +16.6%
BROOKLINE BANCORP INC 0.1%
Value ($000) $800 Shares 72,536 Est. Cost $9.15 Unrealized
EPS WISDOMTREE EARNINGS 500 FUND 0.1%
Value ($000) $798 Shares 11,458 Est. Cost $54.96 Unrealized
SDY SPDR S&P DIVIDEND 0.1%
Value ($000) $796 Shares 9,483 Est. Cost $74.54 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $779 Shares 17,560 Est. Cost $19.06 Unrealized +90.2%
TIME WARNER INC 0.1%
Value ($000) $770 Shares 10,462 Est. Cost $76.78 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $769 Shares 9,020 Est. Cost $75.33 Unrealized
IJT ISHARES S&P SMALLCAP 600/GRO I 0.1%
Value ($000) $767 Shares 5,969 Est. Cost $94.90 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $759 Shares 20,885 Est. Cost $14.28 Unrealized +23.6%
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $751 Shares 13,141 Est. Cost $38.42 Unrealized +20.9%
EWQ ISHARES INC MSCI FRANCE INDEX 0.1%
Value ($000) $748 Shares 32,678 Est. Cost $23.41 Unrealized
WHITEWAVE FOODS COMPANY CLASS 0.1%
Value ($000) $747 Shares 15,919 Est. Cost $35.43 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $732 Shares 8,388 Est. Cost $64.88 Unrealized +5.2%
TEVA TEVA PHARMACEUTICAL INDS LTD A 0.1%
Value ($000) $725 Shares 14,435 Est. Cost $40.30 Unrealized
TAP MOLSON COORS BREWING COMPANY 0.1%
Value ($000) $713 Shares 7,056 Est. Cost $33.32 Unrealized +132.0%
MAS MASCO CORP 0.1%
Value ($000) $709 Shares 22,923 Est. Cost $21.04 Unrealized +29.8%
EWH ISHARES MSCI HONG KONG INDEX F 0.1%
Value ($000) $708 Shares 36,135 Est. Cost $19.63 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $707 Shares 15,532 Est. Cost $21.31 Unrealized +63.5%
DUK DUKE ENERGY CORP COM 0.1%
Value ($000) $705 Shares 8,223 Est. Cost $41.38 Unrealized +30.1%
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $697 Shares 18,360 Est. Cost $33.95 Unrealized -19.9%
BIIB BIOGEN INC. 0.1%
Value ($000) $678 Shares 2,803 Est. Cost $217.74 Unrealized +21.0%
EWBC EAST WEST BANCORP INCORPORATED 0.1%
Value ($000) $670 Shares 19,581 Est. Cost $18.94 Unrealized +52.5%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $655 Shares 10,317 Est. Cost $65.83 Unrealized -10.9%
BAKER HUGHES INC 0.1%
Value ($000) $652 Shares 14,457 Est. Cost $56.44 Unrealized
DR PEPPER SNAPPLE GROUP INCORP 0.1%
Value ($000) $648 Shares 6,708 Est. Cost $85.17 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $648 Shares 6,399 Est. Cost $50.06 Unrealized +46.6%
EWA ISHARES MSCI AUSTRALIA INDEX F 0.1%
Value ($000) $646 Shares 33,217 Est. Cost $26.37 Unrealized
MEAD JOHNSON NUTRITION COMPANY 0.1%
Value ($000) $638 Shares 7,028 Est. Cost $91.38 Unrealized
MUR MURPHY OIL CORP 0.1%
Value ($000) $627 Shares 19,767 Est. Cost $21.37 Unrealized -0.3%
IJS ISHARES S&P SMALL CAP 600/VALU 0.1%
Value ($000) $623 Shares 5,329 Est. Cost $90.20 Unrealized
FE FIRSTENERGY CORP 0.1%
Value ($000) $618 Shares 17,689 Est. Cost $22.49 Unrealized +0.9%
IRM IRON MOUNTAIN INC REIT 0.1%
Value ($000) $612 Shares 15,357 Est. Cost $21.21 Unrealized 0.0%
DOV DOVER CORP 0.1%
Value ($000) $605 Shares 8,715 Est. Cost $38.94 Unrealized +17.8%
AVERY DENNISON CORP 0.1%
Value ($000) $588 Shares 7,865 Est. Cost $66.61 Unrealized
MET METLIFE INC 0.1%
Value ($000) $579 Shares 14,516 Est. Cost $30.93 Unrealized -9.0%
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $564 Shares 3,357 Est. Cost $108.23 Unrealized +16.7%
VTR VENTAS INCORPORATED 0.1%
Value ($000) $542 Shares 7,437 Est. Cost $41.15 Unrealized +5.6%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $535 Shares 6,570 Est. Cost $53.11 Unrealized +12.3%
KR KROGER CO 0.1%
Value ($000) $530 Shares 14,398 Est. Cost $29.84 Unrealized -0.9%
XEL XCEL ENERGY INC 0.1%
Value ($000) $529 Shares 11,824 Est. Cost $19.04 Unrealized +61.2%
ST JUDE MEDICAL INCORPORATED 0.1%
Value ($000) $525 Shares 6,735 Est. Cost $46.81 Unrealized
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $525 Shares 7,885 Est. Cost $26.54 Unrealized +73.8%
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $524 Shares 13,627 Est. Cost $32.93 Unrealized
CENTURYLINK INCORPORATED 0.1%
Value ($000) $518 Shares 17,853 Est. Cost $29.29 Unrealized
LAMR LAMAR ADVERTISING CO CLASS A 0.1%
Value ($000) $511 Shares 7,708 Est. Cost $53.95 Unrealized
MAR MARRIOTT INTL INC A 0.1%
Value ($000) $510 Shares 7,680 Est. Cost $70.09 Unrealized -12.5%
IGOV ISHARES S&P CITIGROUP INT'L TR 0.1%
Value ($000) $508 Shares 5,108 Est. Cost $99.67 Unrealized
TD TORONTO DOMINION BANK ONTARIO 0.1%
Value ($000) $505 Shares 11,768 Est. Cost $43.15 Unrealized +0.9%
FRONTIER COMMUNICATIONS CORPOR 0.1%
Value ($000) $499 Shares 101,056 Est. Cost $4.71 Unrealized
NATIONAL GRID PLC ADR 0.1%
Value ($000) $497 Shares 6,688 Est. Cost $59.78 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $494 Shares 8,253 Est. Cost $36.52 Unrealized +11.2%
BB & T CORP 0.1%
Value ($000) $493 Shares 13,831 Est. Cost $38.05 Unrealized
LINEAR TECHNOLOGY CORP 0.1%
Value ($000) $488 Shares 10,478 Est. Cost $46.57 Unrealized
BARD CR INC 0.1%
Value ($000) $486 Shares 2,065 Est. Cost $147.96 Unrealized
STATOIL ASA 0.1%
Value ($000) $485 Shares 28,062 Est. Cost $24.83 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $484 Shares 3,257 Est. Cost $129.97 Unrealized -1.6%
OGE OGE ENERGY CORP 0.1%
Value ($000) $470 Shares 14,345 Est. Cost $31.12 Unrealized -3.8%
DVN DEVON ENERGY CORP 0.1%
Value ($000) $460 Shares 12,668 Est. Cost $37.78 Unrealized -36.9%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $455 Shares 4,249 Est. Cost $96.34 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $447 Shares 18,641 Est. Cost $13.68 Unrealized +18.4%
ECL ECOLAB INC. 0.1%
Value ($000) $441 Shares 3,719 Est. Cost $73.98 Unrealized +41.8%
ETD ETHAN ALLEN INTERIORS INCORPOR 0.1%
Value ($000) $437 Shares 13,226 Est. Cost $17.74 Unrealized 0.0%
AQUA AMERICA INC 0.1%
Value ($000) $433 Shares 12,135 Est. Cost $29.78 Unrealized
APACHE CORP 0.0%
Value ($000) $423 Shares 7,608 Est. Cost $90.20 Unrealized
VFC V F CORP 0.0%
Value ($000) $415 Shares 6,746 Est. Cost $60.00 Unrealized -1.4%
SEAGATE TECHNOLOGY PLC 0.0%
Value ($000) $410 Shares 16,813 Est. Cost $45.31 Unrealized
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $408 Shares 4,610 Est. Cost $47.82 Unrealized +12.1%
SHIRE PLC SPONSORED ADR 0.0%
Value ($000) $402 Shares 2,183 Est. Cost $184.15 Unrealized
AES AES CORP 0.0%
Value ($000) $397 Shares 31,806 Est. Cost $7.43 Unrealized +6.3%
CORESITE REALTY CORPORATION 0.0%
Value ($000) $393 Shares 4,429 Est. Cost $88.73 Unrealized
HEALTHCARE RLTY TRUST REIT 0.0%
Value ($000) $385 Shares 11,001 Est. Cost $35.00 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $384 Shares 1,410 Est. Cost $253.77 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $378 Shares 5,709 Est. Cost $27.55 Unrealized +83.9%
WY WEYERHAEUSER CO REIT 0.0%
Value ($000) $368 Shares 12,371 Est. Cost $19.94 Unrealized +5.9%
YUM YUM BRANDS INC 0.0%
Value ($000) $367 Shares 4,431 Est. Cost $40.75 Unrealized +21.4%
SYMANTEC CORP 0.0%
Value ($000) $366 Shares 17,824 Est. Cost $20.35 Unrealized
EAT BRINKER INTERNATIONAL INCORPOR 0.0%
Value ($000) $361 Shares 7,932 Est. Cost $49.39 Unrealized -19.6%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $356 Shares 3,126 Est. Cost $108.62 Unrealized
TJX TJX COMPANIES INCORPORATED 0.0%
Value ($000) $352 Shares 4,559 Est. Cost $30.90 Unrealized +7.9%
TSM TAIWAN SEMICONDUCTOR MFG CO LT 0.0%
Value ($000) $350 Shares 13,360 Est. Cost $26.21 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $349 Shares 11,073 Est. Cost $20.04 Unrealized +36.9%
CMCSA COMCAST CORP-CL A 0.0%
Value ($000) $345 Shares 5,289 Est. Cost $23.38 Unrealized +5.7%
SYK STRYKER CORP 0.0%
Value ($000) $342 Shares 2,856 Est. Cost $100.33 Unrealized 0.0%
RGA REINSURANCE GROUP OF AMERICA 0.0%
Value ($000) $341 Shares 3,510 Est. Cost $93.87 Unrealized +2.2%
SEE SEALED AIR CORPORATION 0.0%
Value ($000) $337 Shares 7,322 Est. Cost $37.10 Unrealized +9.1%
CB CHUBB LIMITED 0.0%
Value ($000) $336 Shares 2,565 Est. Cost $97.97 Unrealized +5.7%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $330 Shares 4,224 Est. Cost $64.11 Unrealized -6.0%
XEROX CORP 0.0%
Value ($000) $326 Shares 34,320 Est. Cost $8.77 Unrealized
IBND SPDR BARCLAYS INTL CORPORATE B 0.0%
Value ($000) $324 Shares 9,969 Est. Cost $34.41 Unrealized
M MACYS INC 0.0%
Value ($000) $323 Shares 9,609 Est. Cost $60.00 Unrealized -40.3%
ETN EATON CORP PLC 0.0%
Value ($000) $320 Shares 5,349 Est. Cost $54.45 Unrealized -8.6%
DEO DIAGEO PLC 0.0%
Value ($000) $318 Shares 2,815 Est. Cost $112.97 Unrealized
AMERICAN ELEC PWR INC 0.0%
Value ($000) $317 Shares 4,525 Est. Cost $56.69 Unrealized
EWL ISHARES MSCI SWITZERLAND CPD I 0.0%
Value ($000) $312 Shares 10,512 Est. Cost $29.28 Unrealized
BANK OF NEW YORK MELLON CORP C 0.0%
Value ($000) $312 Shares 8,018 Est. Cost $37.77 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $306 Shares 2,852 Est. Cost $101.86 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $306 Shares 2,543 Est. Cost $74.73 Unrealized +40.0%
FDX FEDEX CORPORATION 0.0%
Value ($000) $306 Shares 2,017 Est. Cost $91.26 Unrealized +52.6%
SNA SNAP-ON INC 0.0%
Value ($000) $306 Shares 1,942 Est. Cost $60.64 Unrealized +107.5%
DTE DTE ENERGY CO 0.0%
Value ($000) $302 Shares 3,056 Est. Cost $38.29 Unrealized +46.5%
FFIV F5 NETWORKS INCORPORATED 0.0%
Value ($000) $302 Shares 2,659 Est. Cost $97.09 Unrealized +10.7%
ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $300 Shares 6,997 Est. Cost $36.69 Unrealized
UNM UNUMPROVIDENT CORP 0.0%
Value ($000) $299 Shares 9,411 Est. Cost $34.80 Unrealized -2.8%
AMEREN CORP 0.0%
Value ($000) $299 Shares 5,585 Est. Cost $40.82 Unrealized
NATIONAL OILWELL VARCO INCORPO 0.0%
Value ($000) $297 Shares 8,815 Est. Cost $64.63 Unrealized
ANTHEM INC 0.0%
Value ($000) $295 Shares 2,247 Est. Cost $127.59 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $295 Shares 6,504 Est. Cost $52.47 Unrealized -12.2%
INVESCO SENIOR INCOME TRUST 0.0%
Value ($000) $292 Shares 69,851 Est. Cost $5.33 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $290 Shares 2,557 Est. Cost $90.89 Unrealized +9.9%
WYNN WYNN RESORTS LIMITED 0.0%
Value ($000) $288 Shares 3,179 Est. Cost $58.64 Unrealized +44.1%
BEST BUY INC 0.0%
Value ($000) $286 Shares 9,347 Est. Cost $32.11 Unrealized
BANK OF HAWAII CORPORATION 0.0%
Value ($000) $282 Shares 4,101 Est. Cost $68.76 Unrealized
FISV FISERV INC 0.0%
Value ($000) $279 Shares 2,568 Est. Cost $47.02 Unrealized +9.5%
PRAXAIR INC 0.0%
Value ($000) $279 Shares 2,486 Est. Cost $114.21 Unrealized
NTRS NORTHERN TRUST CORPORATION 0.0%
Value ($000) $278 Shares 4,189 Est. Cost $53.49 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $277 Shares 6,535 Est. Cost $26.29 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $276 Shares 3,036 Est. Cost $74.79 Unrealized +10.3%
GM GENERAL MOTORS CORPORATION 0.0%
Value ($000) $276 Shares 9,742 Est. Cost $26.74 Unrealized -7.2%
NRG NRG ENERGY INCORPORATED 0.0%
Value ($000) $275 Shares 18,343 Est. Cost $18.83 Unrealized -35.6%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $273 Shares 4,309 Est. Cost $47.83 Unrealized +4.1%
WELL WELLTOWER INC REIT 0.0%
Value ($000) $273 Shares 3,581 Est. Cost $45.14 Unrealized +9.7%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $272 Shares 2,284 Est. Cost $59.49 Unrealized +53.8%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $270 Shares 2,629 Est. Cost $38.86 Unrealized +9.6%
WHOLE FOODS MKT INC 0.0%
Value ($000) $268 Shares 8,372 Est. Cost $31.30 Unrealized
E M C CORP MASS 0.0%
Value ($000) $268 Shares 9,851 Est. Cost $27.21 Unrealized
POWERSHARES QQQ TRUST 0.0%
Value ($000) $264 Shares 2,458 Est. Cost $69.14 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $261 Shares 2,445 Est. Cost $27.87 Unrealized +45.9%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $255 Shares 7,623 Est. Cost $28.18 Unrealized -20.0%
GWW WW GRAINGER INCORPORATED 0.0%
Value ($000) $254 Shares 1,114 Est. Cost $181.46 Unrealized +8.1%
LII LENNOX INTERNATIONAL INCORPORA 0.0%
Value ($000) $249 Shares 1,744 Est. Cost $122.50 Unrealized 0.0%
GAP GAP INC/THE 0.0%
Value ($000) $241 Shares 11,374 Est. Cost $22.96 Unrealized -34.2%
PPG PPG INDS INC 0.0%
Value ($000) $241 Shares 2,311 Est. Cost $84.07 Unrealized +8.9%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $240 Shares 2,948 Est. Cost $24.73 Unrealized +6.9%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $237 Shares 13,458 Est. Cost $11.65 Unrealized +9.5%
PYPL PAYPAL HOLDINGS INCORPORATED 0.0%
Value ($000) $230 Shares 6,291 Est. Cost $38.14 Unrealized 0.0%
FMC TECHNOLOGIES INC 0.0%
Value ($000) $226 Shares 8,476 Est. Cost $41.07 Unrealized
CRL CHARLES RIVER LABORATORIES INT 0.0%
Value ($000) $224 Shares 2,718 Est. Cost $82.37 Unrealized 0.0%
BHP BILLITON LTD 0.0%
Value ($000) $222 Shares 7,777 Est. Cost $68.01 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COM 0.0%
Value ($000) $221 Shares 12,122 Est. Cost $6.50 Unrealized +19.4%
IVZ INVESCO LIMITED 0.0%
Value ($000) $220 Shares 8,632 Est. Cost $22.10 Unrealized -13.5%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $220 Shares 2,409 Est. Cost $14.25 Unrealized +12.5%
FMC FMC CORP 0.0%
Value ($000) $218 Shares 4,698 Est. Cost $31.32 Unrealized 0.0%
WDC WESTERN DIGITAL CORPORATION 0.0%
Value ($000) $217 Shares 4,591 Est. Cost $48.94 Unrealized -41.5%
BERKSHIRE HATHAWAY INC CLASS A 0.0%
Value ($000) $217 Shares 1 Est. Cost $213000.00 Unrealized
EWD ISHARES MSCI SWEDEN INDEX FUND 0.0%
Value ($000) $217 Shares 7,926 Est. Cost $32.09 Unrealized
ROYAL DUTCH SHELL PLC - ADR A 0.0%
Value ($000) $216 Shares 3,916 Est. Cost $55.16 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $214 Shares 1,694 Est. Cost $126.33 Unrealized
GENERAL AMERICAN INVESTORS 0.0%
Value ($000) $213 Shares 6,914 Est. Cost $34.86 Unrealized
JOY GLOBAL INC 0.0%
Value ($000) $212 Shares 10,006 Est. Cost $26.51 Unrealized
SUNTRUST BANKS INC 0.0%
Value ($000) $212 Shares 5,156 Est. Cost $41.12 Unrealized
VOD VODAFONE GROUP SPONS ADR 0.0%
Value ($000) $207 Shares 6,684 Est. Cost $30.97 Unrealized
ARCELORMITTAL SA LUXEMBOURG AD 0.0%
Value ($000) $207 Shares 44,428 Est. Cost $12.41 Unrealized
STERICYCLE INCORPORATED 0.0%
Value ($000) $203 Shares 1,950 Est. Cost $104.10 Unrealized
EATON VANCE FLOAT RT INC TR 0.0%
Value ($000) $199 Shares 14,825 Est. Cost $13.42 Unrealized
NAVI NAVIENT CORPORATION 0.0%
Value ($000) $169 Shares 14,166 Est. Cost $14.12 Unrealized -9.9%
HPQ HP INC 0.0%
Value ($000) $165 Shares 13,147 Est. Cost $9.12 Unrealized -0.7%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $160 Shares 14,347 Est. Cost $26.80 Unrealized -62.5%
MTUS TIMKENSTEEL CORPORATION 0.0%
Value ($000) $156 Shares 16,237 Est. Cost $35.61 Unrealized -70.7%
BANK OF AMERICA CORP 0.0%
Value ($000) $147 Shares 11,102 Est. Cost $16.83 Unrealized
ISHARES MSCI ITALY CAPPED INDE 0.0%
Value ($000) $128 Shares 11,799 Est. Cost $11.94 Unrealized
STAPLES INC 0.0%
Value ($000) $118 Shares 13,637 Est. Cost $13.44 Unrealized
ENSCO PLC CL A 0.0%
Value ($000) $103 Shares 10,593 Est. Cost $21.52 Unrealized
SUPERVALU INC 0.0%
Value ($000) $88 Shares 18,573 Est. Cost $5.18 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $44 Shares 10,251 Est. Cost $10.07 Unrealized
22ND CENTURY GROUP INCORPORATE 0.0%
Value ($000) $29 Shares 35,725 Est. Cost $1.96 Unrealized
SPHERE 3D CORP 0.0%
Value ($000) $28 Shares 35,315 Est. Cost $3.64 Unrealized