ProVise Management Group, LLC Diversified Active

CIK: 0001305707 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 12, 2013

Total Value ($000): $353,018 (100.0% shares, 0.0% debt)

Holdings (300)

VIG VANGUARD SPECIALIZED PORTFOL 6.5%
Value ($000) $22,785 Shares 327,423 Est. Cost $66.20 Unrealized
SDY SPDR SERIES TRUST 3.7%
Value ($000) $13,145 Shares 190,669 Est. Cost $66.30 Unrealized
IJR ISHARES 3.1%
Value ($000) $10,824 Shares 108,458 Est. Cost $91.30 Unrealized
HDV ISHARES 2.3%
Value ($000) $8,265 Shares 124,697 Est. Cost $66.34 Unrealized
SCHA SCHWAB STRATEGIC TR 2.1%
Value ($000) $7,323 Shares 151,875 Est. Cost $47.23 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $6,032 Shares 69,587 Est. Cost $59.74 Unrealized +6.4%
GENERAL ELECTRIC CO 1.5%
Value ($000) $5,363 Shares 224,509 Est. Cost $23.22 Unrealized
PFF ISHARES 1.5%
Value ($000) $5,338 Shares 140,483 Est. Cost $39.28 Unrealized
PEP PEPSICO INC 1.4%
Value ($000) $4,891 Shares 61,521 Est. Cost $56.04 Unrealized +1.3%
VUG VANGUARD INDEX FDS 1.2%
Value ($000) $4,340 Shares 51,301 Est. Cost $78.15 Unrealized
PFE PFIZER INC 1.2%
Value ($000) $4,111 Shares 143,102 Est. Cost $16.46 Unrealized -0.6%
IWF ISHARES 1.1%
Value ($000) $4,040 Shares 51,661 Est. Cost $72.87 Unrealized
VTV VANGUARD INDEX FDS 1.0%
Value ($000) $3,510 Shares 50,298 Est. Cost $67.61 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value ($000) $3,508 Shares 40,774 Est. Cost $53.70 Unrealized +0.8%
IJH ISHARES 1.0%
Value ($000) $3,489 Shares 28,108 Est. Cost $116.15 Unrealized
SCHO SCHWAB STRATEGIC TR 1.0%
Value ($000) $3,417 Shares 67,615 Est. Cost $50.54 Unrealized
CVX CHEVRON CORP NEW 1.0%
Value ($000) $3,380 Shares 27,821 Est. Cost $71.30 Unrealized +2.5%
EPD ENTERPRISE PRODS PARTNERS L 0.9%
Value ($000) $3,175 Shares 52,022 Est. Cost $62.14 Unrealized
WFC WELLS FARGO & CO NEW 0.9%
Value ($000) $3,079 Shares 74,564 Est. Cost $27.41 Unrealized +10.1%
KO COCA COLA CO 0.8%
Value ($000) $2,991 Shares 78,971 Est. Cost $27.55 Unrealized -2.8%
WMT WAL-MART STORES INC 0.8%
Value ($000) $2,829 Shares 38,254 Est. Cost $19.98 Unrealized -1.0%
INTC INTEL CORP 0.8%
Value ($000) $2,791 Shares 121,772 Est. Cost $17.18 Unrealized -1.6%
MCD MCDONALDS CORP 0.8%
Value ($000) $2,755 Shares 28,635 Est. Cost $71.64 Unrealized -1.5%
POWERSHARES ETF TRUST II 0.7%
Value ($000) $2,612 Shares 105,869 Est. Cost $24.71 Unrealized
KINDER MORGAN ENERGY PARTNER 0.7%
Value ($000) $2,604 Shares 32,869 Est. Cost $84.98 Unrealized
SPECTRA ENERGY CORP 0.7%
Value ($000) $2,547 Shares 74,399 Est. Cost $34.44 Unrealized
GLAXOSMITHKLINE PLC 0.7%
Value ($000) $2,543 Shares 50,693 Est. Cost $50.09 Unrealized
EFA ISHARES 0.7%
Value ($000) $2,534 Shares 39,717 Est. Cost $58.17 Unrealized
EEM ISHARES 0.7%
Value ($000) $2,503 Shares 61,530 Est. Cost $38.51 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.7%
Value ($000) $2,490 Shares 41,792 Est. Cost $42.83 Unrealized +2.2%
NVS NOVARTIS A G 0.7%
Value ($000) $2,456 Shares 32,021 Est. Cost $71.12 Unrealized
ROYAL DUTCH SHELL PLC 0.7%
Value ($000) $2,415 Shares 35,070 Est. Cost $66.33 Unrealized
DWX SPDR INDEX SHS FDS 0.7%
Value ($000) $2,383 Shares 51,082 Est. Cost $43.66 Unrealized
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $2,378 Shares 31,458 Est. Cost $55.07 Unrealized +2.1%
RYDEX ETF TRUST 0.6%
Value ($000) $2,175 Shares 27,813 Est. Cost $78.20 Unrealized
MARKET VECTORS ETF TR 0.6%
Value ($000) $2,163 Shares 79,645 Est. Cost $25.10 Unrealized
SNY SANOFI 0.6%
Value ($000) $2,151 Shares 42,481 Est. Cost $51.45 Unrealized
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $2,143 Shares 24,452 Est. Cost $82.65 Unrealized
SCHV SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,128 Shares 57,042 Est. Cost $36.85 Unrealized
GIS GENERAL MLS INC 0.6%
Value ($000) $2,118 Shares 44,200 Est. Cost $31.98 Unrealized +2.9%
BSV VANGUARD BD INDEX FD INC 0.6%
Value ($000) $2,106 Shares 26,210 Est. Cost $80.08 Unrealized
SENIOR HSG PPTYS TR 0.6%
Value ($000) $2,086 Shares 89,400 Est. Cost $25.93 Unrealized
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,050 Shares 64,472 Est. Cost $30.99 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $2,029 Shares 39,240 Est. Cost $36.24 Unrealized +6.3%
KRAFT FOODS GROUP INC 0.6%
Value ($000) $1,979 Shares 37,711 Est. Cost $55.83 Unrealized
T AT&T INC 0.6%
Value ($000) $1,966 Shares 58,112 Est. Cost $11.40 Unrealized -3.9%
ET ENERGY TRANSFER EQUITY L P 0.5%
Value ($000) $1,934 Shares 29,410 Est. Cost $60.06 Unrealized
UNILEVER PLC 0.5%
Value ($000) $1,906 Shares 49,400 Est. Cost $38.91 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $1,867 Shares 25,799 Est. Cost $45.09 Unrealized +7.2%
ITC HLDGS CORP 0.5%
Value ($000) $1,862 Shares 19,838 Est. Cost $93.86 Unrealized
RCI ROGERS COMMUNICATIONS INC 0.5%
Value ($000) $1,838 Shares 42,730 Est. Cost $43.51 Unrealized -6.5%
MMM 3M CO 0.5%
Value ($000) $1,829 Shares 15,320 Est. Cost $61.26 Unrealized +7.7%
WALTER INVT MGMT CORP 0.5%
Value ($000) $1,823 Shares 46,100 Est. Cost $33.80 Unrealized
DVY ISHARES 0.5%
Value ($000) $1,813 Shares 27,327 Est. Cost $63.97 Unrealized
CSCO CISCO SYS INC 0.5%
Value ($000) $1,809 Shares 77,213 Est. Cost $15.78 Unrealized +7.3%
GOOGLE INC 0.5%
Value ($000) $1,751 Shares 1,999 Est. Cost $879.45 Unrealized
CVS CVS CAREMARK CORPORATION 0.5%
Value ($000) $1,747 Shares 30,779 Est. Cost $41.44 Unrealized +3.2%
QCOM QUALCOMM INC 0.5%
Value ($000) $1,732 Shares 25,730 Est. Cost $45.16 Unrealized +3.1%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $1,728 Shares 29,136 Est. Cost $44.38 Unrealized +0.4%
RYDEX ETF TRUST 0.5%
Value ($000) $1,659 Shares 14,158 Est. Cost $117.18 Unrealized
SCHD SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,655 Shares 49,178 Est. Cost $32.71 Unrealized
LOW LOWES COS INC 0.5%
Value ($000) $1,646 Shares 34,580 Est. Cost $32.27 Unrealized +12.8%
SCHM SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,641 Shares 47,423 Est. Cost $33.40 Unrealized
PAYX PAYCHEX INC 0.5%
Value ($000) $1,605 Shares 39,485 Est. Cost $25.10 Unrealized +7.6%
NATIONAL GRID PLC 0.4%
Value ($000) $1,553 Shares 26,296 Est. Cost $56.65 Unrealized
IWR ISHARES 0.4%
Value ($000) $1,543 Shares 11,097 Est. Cost $130.07 Unrealized
AAPL APPLE INC 0.4%
Value ($000) $1,507 Shares 3,162 Est. Cost $13.28 Unrealized +7.6%
BAC BANK OF AMERICA CORPORATION 0.4%
Value ($000) $1,463 Shares 106,001 Est. Cost $10.03 Unrealized +12.0%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $1,425 Shares 30,804 Est. Cost $28.67 Unrealized +1.9%
HEALTH CARE REIT INC 0.4%
Value ($000) $1,421 Shares 22,788 Est. Cost $66.73 Unrealized
EXC EXELON CORP 0.4%
Value ($000) $1,414 Shares 47,676 Est. Cost $15.41 Unrealized -8.9%
HD HOME DEPOT INC 0.4%
Value ($000) $1,407 Shares 18,552 Est. Cost $56.05 Unrealized +3.2%
CMP COMPASS MINERALS INTL INC 0.4%
Value ($000) $1,403 Shares 18,400 Est. Cost $57.41 Unrealized -5.4%
SEADRILL LIMITED 0.4%
Value ($000) $1,336 Shares 29,642 Est. Cost $40.74 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $1,335 Shares 29,838 Est. Cost $26.60 Unrealized +2.1%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,278 Shares 27,372 Est. Cost $27.04 Unrealized -3.4%
ALLIANCEBERNSTEIN INCOME FUN 0.4%
Value ($000) $1,258 Shares 178,631 Est. Cost $7.46 Unrealized
ENERGY TRANSFER PRTNRS L P 0.4%
Value ($000) $1,257 Shares 24,137 Est. Cost $50.54 Unrealized
BLACKROCK FLOAT RATE OME STR 0.4%
Value ($000) $1,256 Shares 84,730 Est. Cost $15.33 Unrealized
O REALTY INCOME CORP 0.4%
Value ($000) $1,248 Shares 31,413 Est. Cost $25.08 Unrealized -10.0%
ODYSSEY MARINE EXPLORATION I 0.3%
Value ($000) $1,232 Shares 410,620 Est. Cost $2.96 Unrealized
POWERSHARES GLOBAL ETF TRUST 0.3%
Value ($000) $1,208 Shares 88,213 Est. Cost $13.94 Unrealized
IJK ISHARES 0.3%
Value ($000) $1,208 Shares 8,685 Est. Cost $128.85 Unrealized
AMERIGAS PARTNERS L P 0.3%
Value ($000) $1,185 Shares 27,505 Est. Cost $49.15 Unrealized
SCHW SCHWAB CHARLES CORP NEW 0.3%
Value ($000) $1,184 Shares 55,975 Est. Cost $16.19 Unrealized +16.0%
PDM PIEDMONT OFFICE REALTY TR IN 0.3%
Value ($000) $1,184 Shares 68,176 Est. Cost $17.87 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $1,180 Shares 35,544 Est. Cost $28.58 Unrealized -3.1%
CLX CLOROX CO DEL 0.3%
Value ($000) $1,172 Shares 14,340 Est. Cost $59.62 Unrealized -0.4%
TOTAL S A 0.3%
Value ($000) $1,164 Shares 20,100 Est. Cost $48.71 Unrealized
WLY WILEY JOHN & SONS INC 0.3%
Value ($000) $1,163 Shares 24,400 Est. Cost $27.09 Unrealized +15.9%
MARKET VECTORS ETF TR 0.3%
Value ($000) $1,150 Shares 45,958 Est. Cost $25.02 Unrealized
MET METLIFE INC 0.3%
Value ($000) $1,150 Shares 24,500 Est. Cost $24.43 Unrealized +17.9%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,117 Shares 27,855 Est. Cost $38.81 Unrealized
EFAV ISHARES 0.3%
Value ($000) $1,082 Shares 17,748 Est. Cost $57.43 Unrealized
SPDR SERIES TRUST 0.3%
Value ($000) $1,050 Shares 26,363 Est. Cost $39.51 Unrealized
WU WESTERN UN CO 0.3%
Value ($000) $1,038 Shares 55,637 Est. Cost $17.11 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $1,030 Shares 10,050 Est. Cost $93.73 Unrealized
VTIP VANGUARD MALVERN FDS 0.3%
Value ($000) $1,023 Shares 20,700 Est. Cost $49.14 Unrealized
KINDER MORGAN MANAGEMENT LLC 0.3%
Value ($000) $1,023 Shares 13,647 Est. Cost $82.98 Unrealized
RYDEX ETF TRUST 0.3%
Value ($000) $1,022 Shares 14,081 Est. Cost $67.04 Unrealized
TRANSCANADA CORP 0.3%
Value ($000) $1,011 Shares 22,999 Est. Cost $43.24 Unrealized
AEP AMERICAN ELEC PWR INC 0.3%
Value ($000) $986 Shares 22,761 Est. Cost $29.86 Unrealized -4.5%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $986 Shares 23,900 Est. Cost $30.75 Unrealized +4.1%
SDOG ALPS ETF TR 0.3%
Value ($000) $963 Shares 30,040 Est. Cost $32.06 Unrealized
IVW ISHARES 0.3%
Value ($000) $957 Shares 10,708 Est. Cost $84.17 Unrealized
DGS WISDOMTREE TR 0.3%
Value ($000) $943 Shares 20,209 Est. Cost $46.08 Unrealized
E M C CORP MASS 0.3%
Value ($000) $943 Shares 36,900 Est. Cost $23.61 Unrealized
BP BP PLC 0.3%
Value ($000) $928 Shares 22,071 Est. Cost $41.74 Unrealized
DEM WISDOMTREE TR 0.3%
Value ($000) $917 Shares 17,740 Est. Cost $48.36 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $909 Shares 7,941 Est. Cost $103.01 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $899 Shares 4,858 Est. Cost $118.94 Unrealized -6.2%
BUCKEYE PARTNERS L P 0.3%
Value ($000) $897 Shares 13,675 Est. Cost $69.93 Unrealized
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $887 Shares 28,231 Est. Cost $23.16 Unrealized +2.4%
POWERSHARES ETF TRUST 0.3%
Value ($000) $886 Shares 51,751 Est. Cost $17.88 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $882 Shares 26,605 Est. Cost $27.36 Unrealized -1.1%
USB US BANCORP DEL 0.2%
Value ($000) $882 Shares 24,130 Est. Cost $22.49 Unrealized +8.2%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $851 Shares 8,307 Est. Cost $95.53 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $850 Shares 13,138 Est. Cost $40.02 Unrealized +9.5%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $848 Shares 12,814 Est. Cost $68.69 Unrealized
RYDEX ETF TRUST 0.2%
Value ($000) $845 Shares 8,409 Est. Cost $94.08 Unrealized
BLACKROCK INC 0.2%
Value ($000) $838 Shares 3,095 Est. Cost $258.93 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $834 Shares 10,837 Est. Cost $24.44 Unrealized +15.7%
EEMV ISHARES 0.2%
Value ($000) $818 Shares 13,929 Est. Cost $57.19 Unrealized
STPZ PIMCO ETF TR 0.2%
Value ($000) $817 Shares 15,411 Est. Cost $52.68 Unrealized
RYDEX ETF TRUST 0.2%
Value ($000) $816 Shares 11,395 Est. Cost $71.61 Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $814 Shares 19,511 Est. Cost $22.14 Unrealized 0.0%
EBND SPDR SERIES TRUST 0.2%
Value ($000) $810 Shares 26,801 Est. Cost $29.67 Unrealized
LEGACY RESERVES LP 0.2%
Value ($000) $805 Shares 29,800 Est. Cost $26.60 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $797 Shares 8,716 Est. Cost $55.38 Unrealized +3.1%
CELGENE CORP 0.2%
Value ($000) $794 Shares 5,150 Est. Cost $117.09 Unrealized
TD TORONTO DOMINION BK ONT 0.2%
Value ($000) $787 Shares 8,750 Est. Cost $40.73 Unrealized +4.3%
BA BOEING CO 0.2%
Value ($000) $785 Shares 6,683 Est. Cost $82.94 Unrealized +10.4%
CHAMBERS STR PPTYS 0.2%
Value ($000) $781 Shares 88,907 Est. Cost $10.00 Unrealized
NTT DOCOMO INC 0.2%
Value ($000) $773 Shares 47,605 Est. Cost $15.68 Unrealized
NUSTAR ENERGY LP 0.2%
Value ($000) $769 Shares 19,185 Est. Cost $45.51 Unrealized
KKR & CO L P DEL 0.2%
Value ($000) $747 Shares 36,300 Est. Cost $19.70 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $740 Shares 9,795 Est. Cost $59.86 Unrealized +5.6%
NEUBERGER BERMAN INTER MUNI 0.2%
Value ($000) $739 Shares 52,884 Est. Cost $14.42 Unrealized
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $738 Shares 12,608 Est. Cost $52.51 Unrealized
DWS STRATEGIC INCOME TR 0.2%
Value ($000) $728 Shares 53,900 Est. Cost $12.91 Unrealized
HYS PIMCO ETF TR 0.2%
Value ($000) $711 Shares 6,780 Est. Cost $103.34 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $692 Shares 14,920 Est. Cost $42.87 Unrealized
PEOPLES UNITED FINANCIAL INC 0.2%
Value ($000) $690 Shares 48,017 Est. Cost $14.91 Unrealized
NATIONAL OILWELL VARCO INC 0.2%
Value ($000) $681 Shares 8,720 Est. Cost $68.92 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $680 Shares 7,540 Est. Cost $83.85 Unrealized
HOSPITALITY PPTYS TR 0.2%
Value ($000) $680 Shares 24,025 Est. Cost $26.29 Unrealized
XMUIX BLACKROCK MUNI INTER DR FD I 0.2%
Value ($000) $677 Shares 47,380 Est. Cost $14.65 Unrealized
DEO DIAGEO P L C 0.2%
Value ($000) $676 Shares 5,316 Est. Cost $114.94 Unrealized
KKR FINL HLDGS LLC 0.2%
Value ($000) $669 Shares 64,800 Est. Cost $10.46 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $666 Shares 13,167 Est. Cost $47.62 Unrealized
NUVEEN FLTNG RTE INCM OPP FD 0.2%
Value ($000) $660 Shares 53,382 Est. Cost $12.36 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $654 Shares 37,325 Est. Cost $12.22 Unrealized +10.8%
MYLAN INC 0.2%
Value ($000) $641 Shares 16,800 Est. Cost $33.47 Unrealized
BOARDWALK PIPELINE PARTNERS 0.2%
Value ($000) $639 Shares 21,030 Est. Cost $30.19 Unrealized
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $634 Shares 15,095 Est. Cost $42.00 Unrealized
IYZ ISHARES 0.2%
Value ($000) $630 Shares 22,854 Est. Cost $27.57 Unrealized
DWS MUN INCOME TR 0.2%
Value ($000) $623 Shares 50,450 Est. Cost $12.89 Unrealized
EXPRESS SCRIPTS HLDG CO 0.2%
Value ($000) $604 Shares 9,780 Est. Cost $61.79 Unrealized
NPS PHARMACEUTICALS INC 0.2%
Value ($000) $604 Shares 19,000 Est. Cost $15.11 Unrealized
BLACKROCK STRTGC BOND TR 0.2%
Value ($000) $598 Shares 46,175 Est. Cost $13.07 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.2%
Value ($000) $584 Shares 32,800 Est. Cost $7.10 Unrealized +6.9%
SHIP FINANCE INTERNATIONAL L 0.2%
Value ($000) $580 Shares 38,000 Est. Cost $14.85 Unrealized
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $579 Shares 14,090 Est. Cost $39.50 Unrealized
DREYFUS MUN INCOME INC 0.2%
Value ($000) $572 Shares 65,958 Est. Cost $9.35 Unrealized
BLACKROCK CR ALLCTN INC TR 0.2%
Value ($000) $570 Shares 43,700 Est. Cost $12.98 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $557 Shares 13,520 Est. Cost $26.26 Unrealized -3.5%
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $552 Shares 18,167 Est. Cost $28.50 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $540 Shares 15,714 Est. Cost $16.28 Unrealized -0.7%
KELYA KELLY SVCS INC 0.2%
Value ($000) $535 Shares 27,500 Est. Cost $15.46 Unrealized +4.7%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $525 Shares 3,095 Est. Cost $161.44 Unrealized
EBAY EBAY INC 0.1%
Value ($000) $518 Shares 9,280 Est. Cost $20.07 Unrealized -0.6%
DISCOVER FINL SVCS 0.1%
Value ($000) $511 Shares 10,109 Est. Cost $48.30 Unrealized
MFS INTER INCOME TR 0.1%
Value ($000) $506 Shares 95,275 Est. Cost $5.76 Unrealized
VXUS VANGUARD STAR FD 0.1%
Value ($000) $499 Shares 9,956 Est. Cost $45.65 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $496 Shares 9,870 Est. Cost $27.48 Unrealized +34.5%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $492 Shares 25,230 Est. Cost $19.44 Unrealized
MEDTRONIC INC 0.1%
Value ($000) $492 Shares 9,235 Est. Cost $51.54 Unrealized
ORANY ORANGE 0.1%
Value ($000) $490 Shares 39,100 Est. Cost $12.53 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $490 Shares 8,400 Est. Cost $53.73 Unrealized 0.0%
GOLDCORP INC NEW 0.1%
Value ($000) $484 Shares 18,600 Est. Cost $24.71 Unrealized
DSI ISHARES 0.1%
Value ($000) $483 Shares 7,671 Est. Cost $60.49 Unrealized
RETAIL PPTYS AMER INC 0.1%
Value ($000) $470 Shares 34,194 Est. Cost $14.26 Unrealized
AMERICAN INCOME FD INC 0.1%
Value ($000) $469 Shares 63,265 Est. Cost $7.75 Unrealized
MICROSEMI CORP 0.1%
Value ($000) $468 Shares 19,300 Est. Cost $22.75 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $466 Shares 4,327 Est. Cost $92.97 Unrealized
FCX FREEPORT-MCMORAN COPPER & GO 0.1%
Value ($000) $454 Shares 13,730 Est. Cost $24.45 Unrealized +5.0%
FIRST POTOMAC RLTY TR 0.1%
Value ($000) $451 Shares 35,900 Est. Cost $13.06 Unrealized
CROSSTEX ENERGY L P 0.1%
Value ($000) $446 Shares 22,400 Est. Cost $20.63 Unrealized
IJJ ISHARES 0.1%
Value ($000) $444 Shares 4,111 Est. Cost $104.62 Unrealized
TRIANGLE CAP CORP 0.1%
Value ($000) $438 Shares 14,900 Est. Cost $27.56 Unrealized
DREYFUS STRATEGIC MUN BD FD 0.1%
Value ($000) $436 Shares 56,473 Est. Cost $8.14 Unrealized
MDYV SPDR SERIES TRUST 0.1%
Value ($000) $429 Shares 5,839 Est. Cost $73.47 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $426 Shares 3,333 Est. Cost $71.65 Unrealized +20.1%
CENTURYLINK INC 0.1%
Value ($000) $424 Shares 13,523 Est. Cost $35.35 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $421 Shares 5,400 Est. Cost $38.68 Unrealized +21.6%
KRE SPDR SERIES TRUST 0.1%
Value ($000) $414 Shares 11,600 Est. Cost $34.41 Unrealized
SINCLAIR BROADCAST GROUP INC 0.1%
Value ($000) $412 Shares 12,300 Est. Cost $33.50 Unrealized
TAL INTL GROUP INC 0.1%
Value ($000) $389 Shares 8,317 Est. Cost $43.56 Unrealized
JPMORGAN CHASE & CO 0.1%
Value ($000) $388 Shares 8,700 Est. Cost $46.55 Unrealized
KAYNE ANDERSON ENERGY DEV CO 0.1%
Value ($000) $386 Shares 13,515 Est. Cost $25.60 Unrealized
RF REGIONS FINL CORP NEW 0.1%
Value ($000) $385 Shares 41,619 Est. Cost $5.80 Unrealized +12.8%
BIDU BAIDU INC 0.1%
Value ($000) $384 Shares 2,475 Est. Cost $94.55 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $384 Shares 4,439 Est. Cost $49.85 Unrealized -5.0%
LINN ENERGY LLC 0.1%
Value ($000) $381 Shares 14,700 Est. Cost $30.14 Unrealized
TDC TERADATA CORP DEL 0.1%
Value ($000) $379 Shares 6,841 Est. Cost $58.72 Unrealized 0.0%
OEF ISHARES 0.1%
Value ($000) $378 Shares 5,052 Est. Cost $72.98 Unrealized
CHESAPEAKE ENERGY CORP 0.1%
Value ($000) $376 Shares 14,530 Est. Cost $20.44 Unrealized
EATON VANCE LTD DUR INCOME F 0.1%
Value ($000) $368 Shares 23,547 Est. Cost $15.86 Unrealized
DWS MULTI MKT INCOME TR 0.1%
Value ($000) $365 Shares 36,452 Est. Cost $9.74 Unrealized
BED BATH & BEYOND INC 0.1%
Value ($000) $362 Shares 4,685 Est. Cost $71.06 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value ($000) $359 Shares 6,900 Est. Cost $47.28 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $357 Shares 5,529 Est. Cost $56.11 Unrealized +1.5%
SPH SUBURBAN PROPANE PARTNERS L 0.1%
Value ($000) $356 Shares 7,600 Est. Cost $46.45 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $354 Shares 7,351 Est. Cost $33.35 Unrealized +11.9%
MAIN MAIN STREET CAPITAL CORP 0.1%
Value ($000) $353 Shares 11,802 Est. Cost $29.37 Unrealized +1.4%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $351 Shares 3,734 Est. Cost $63.06 Unrealized -3.1%
MSFT MICROSOFT CORP 0.1%
Value ($000) $349 Shares 10,475 Est. Cost $26.70 Unrealized +1.1%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $348 Shares 3,933 Est. Cost $53.67 Unrealized +9.9%
FLO FLOWERS FOODS INC 0.1%
Value ($000) $345 Shares 16,101 Est. Cost $13.91 Unrealized +2.6%
SYNOVUS FINL CORP 0.1%
Value ($000) $345 Shares 104,660 Est. Cost $2.92 Unrealized
FEDERATED PREM INTR MUN INC 0.1%
Value ($000) $341 Shares 27,200 Est. Cost $13.02 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $340 Shares 2 Est. Cost $165023.42 Unrealized +4.8%
IJT ISHARES 0.1%
Value ($000) $340 Shares 3,141 Est. Cost $97.71 Unrealized
VODAFONE GROUP PLC NEW 0.1%
Value ($000) $335 Shares 9,525 Est. Cost $29.95 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $332 Shares 4,100 Est. Cost $54.12 Unrealized +5.4%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $329 Shares 3,764 Est. Cost $56.64 Unrealized +14.6%
BEN FRANKLIN RES INC 0.1%
Value ($000) $326 Shares 6,440 Est. Cost $28.71 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $321 Shares 10,300 Est. Cost $24.13 Unrealized 0.0%
AIRGAS INC 0.1%
Value ($000) $319 Shares 3,005 Est. Cost $95.40 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $318 Shares 4,445 Est. Cost $38.97 Unrealized +5.2%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $314 Shares 9,200 Est. Cost $22.41 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC 0.1%
Value ($000) $308 Shares 3,522 Est. Cost $64.83 Unrealized +18.7%
TELFY TELEFONICA S A 0.1%
Value ($000) $306 Shares 19,763 Est. Cost $12.78 Unrealized
AMERICAN CAP MTG INVT CORP 0.1%
Value ($000) $304 Shares 15,355 Est. Cost $19.80 Unrealized
BLACKSTONE GROUP L P 0.1%
Value ($000) $304 Shares 12,200 Est. Cost $24.92 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $302 Shares 4,800 Est. Cost $36.21 Unrealized +14.7%
SUPERIOR ENERGY SVCS INC 0.1%
Value ($000) $300 Shares 12,000 Est. Cost $25.93 Unrealized
MXI ISHARES 0.1%
Value ($000) $299 Shares 5,000 Est. Cost $53.27 Unrealized
WESTERN ASSET VAR RT STRG FD 0.1%
Value ($000) $298 Shares 17,495 Est. Cost $17.26 Unrealized
ELD WISDOMTREE TR 0.1%
Value ($000) $294 Shares 6,256 Est. Cost $48.00 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.1%
Value ($000) $293 Shares 3,717 Est. Cost $64.42 Unrealized +13.5%
KR KROGER CO 0.1%
Value ($000) $291 Shares 7,214 Est. Cost $13.44 Unrealized +13.3%
FLEETCOR TECHNOLOGIES INC 0.1%
Value ($000) $291 Shares 2,644 Est. Cost $81.36 Unrealized
BLACKROCK CORE BD TR 0.1%
Value ($000) $290 Shares 22,374 Est. Cost $13.11 Unrealized
IYR ISHARES 0.1%
Value ($000) $289 Shares 4,528 Est. Cost $66.39 Unrealized
TRIP TRIPADVISOR INC 0.1%
Value ($000) $285 Shares 3,759 Est. Cost $50.93 Unrealized +23.7%
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $284 Shares 5,594 Est. Cost $50.58 Unrealized
NUVEEN MUN ADVANTAGE FD INC 0.1%
Value ($000) $282 Shares 22,524 Est. Cost $13.40 Unrealized
SAN BANCO SANTANDER SA 0.1%
Value ($000) $281 Shares 34,370 Est. Cost $6.52 Unrealized
BCPC BALCHEM CORP 0.1%
Value ($000) $278 Shares 5,363 Est. Cost $41.81 Unrealized +10.3%
IVE ISHARES 0.1%
Value ($000) $272 Shares 3,478 Est. Cost $75.66 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $272 Shares 2,432 Est. Cost $73.73 Unrealized +4.4%
USMV ISHARES 0.1%
Value ($000) $271 Shares 8,140 Est. Cost $32.64 Unrealized
NGL NGL ENERGY PARTNERS LP 0.1%
Value ($000) $271 Shares 8,800 Est. Cost $30.23 Unrealized
IT GARTNER INC 0.1%
Value ($000) $266 Shares 4,437 Est. Cost $56.76 Unrealized +3.7%
BIIB BIOGEN IDEC INC 0.1%
Value ($000) $265 Shares 1,102 Est. Cost $213.68 Unrealized +4.7%
BBSI BARRETT BUSINESS SERVICES IN 0.1%
Value ($000) $258 Shares 3,830 Est. Cost $11.62 Unrealized +15.7%
BLACKROCK MUNIHLDS INVSTM QL 0.1%
Value ($000) $251 Shares 19,113 Est. Cost $14.19 Unrealized
NUVEEN DIV ADVANTAGE MUN FD 0.1%
Value ($000) $250 Shares 19,277 Est. Cost $13.95 Unrealized
WALGREEN CO 0.1%
Value ($000) $243 Shares 4,818 Est. Cost $50.44 Unrealized
DWM WISDOMTREE TR 0.1%
Value ($000) $242 Shares 4,687 Est. Cost $45.91 Unrealized
ROCKWOOD HLDGS INC 0.1%
Value ($000) $241 Shares 3,600 Est. Cost $64.00 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.1%
Value ($000) $240 Shares 12,500 Est. Cost $20.88 Unrealized
HANCOCK JOHN INVS TR 0.1%
Value ($000) $240 Shares 12,725 Est. Cost $19.82 Unrealized
DREYFUS STRATEGIC MUNS INC 0.1%
Value ($000) $232 Shares 28,883 Est. Cost $8.58 Unrealized
ABBNY ABB LTD 0.1%
Value ($000) $231 Shares 9,800 Est. Cost $23.57 Unrealized
MWA MUELLER WTR PRODS INC 0.1%
Value ($000) $228 Shares 28,560 Est. Cost $5.51 Unrealized +16.6%
STT STATE STR CORP 0.1%
Value ($000) $227 Shares 3,450 Est. Cost $44.67 Unrealized +10.3%
HOME PROPERTIES INC 0.1%
Value ($000) $225 Shares 3,900 Est. Cost $65.38 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $225 Shares 4,125 Est. Cost $54.55 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $221 Shares 2,665 Est. Cost $78.14 Unrealized
RWO SPDR INDEX SHS FDS 0.1%
Value ($000) $219 Shares 5,182 Est. Cost $42.26 Unrealized
WESTERN ASSET INTM MUNI FD I 0.1%
Value ($000) $214 Shares 23,400 Est. Cost $9.50 Unrealized
NUVEEN QUALITY INCOME MUN FD 0.1%
Value ($000) $213 Shares 16,900 Est. Cost $13.49 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $213 Shares 3,678 Est. Cost $37.50 Unrealized 0.0%
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $205 Shares 8,356 Est. Cost $24.53 Unrealized
HANCOCK JOHN PFD INCOME FD 0.1%
Value ($000) $193 Shares 10,000 Est. Cost $20.80 Unrealized
SUNEDISON INC 0.1%
Value ($000) $191 Shares 24,000 Est. Cost $7.96 Unrealized
SIRIUS XM RADIO INC 0.1%
Value ($000) $184 Shares 47,500 Est. Cost $3.50 Unrealized
FR FIRST INDUSTRIAL REALTY TRUS 0.1%
Value ($000) $177 Shares 10,900 Est. Cost $15.14 Unrealized
AMERICAN STRATEGIC INCM PTFL 0.0%
Value ($000) $172 Shares 17,625 Est. Cost $10.48 Unrealized
BLACKROCK INCOME OPP TRUST I 0.0%
Value ($000) $171 Shares 17,252 Est. Cost $10.03 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $170 Shares 10,048 Est. Cost $7.61 Unrealized +18.6%
AMERICAN SELECT PORTFOLIO IN 0.0%
Value ($000) $161 Shares 16,800 Est. Cost $10.16 Unrealized
BLACKROCK INCOME TR INC 0.0%
Value ($000) $157 Shares 23,610 Est. Cost $6.84 Unrealized
TCW STRATEGIC INCOME FUND IN 0.0%
Value ($000) $152 Shares 28,300 Est. Cost $5.54 Unrealized
HANCOCK JOHN PREMUIM DIV FD 0.0%
Value ($000) $151 Shares 12,597 Est. Cost $13.26 Unrealized
WALTER ENERGY INC 0.0%
Value ($000) $148 Shares 10,575 Est. Cost $10.56 Unrealized
GLW CORNING INC 0.0%
Value ($000) $148 Shares 10,195 Est. Cost $10.75 Unrealized 0.0%
BLACKROCK GLOBAL OPP EQTY TR 0.0%
Value ($000) $147 Shares 10,511 Est. Cost $13.52 Unrealized
PUTMAN HIGH INCOME SEC FUND 0.0%
Value ($000) $139 Shares 17,708 Est. Cost $7.88 Unrealized
WESTERN ASSET INCOME FD 0.0%
Value ($000) $133 Shares 10,460 Est. Cost $12.81 Unrealized
BLACKROCK MUNIASSETS FD INC 0.0%
Value ($000) $131 Shares 11,000 Est. Cost $12.62 Unrealized
MFS MULTIMARKET INCOME TR 0.0%
Value ($000) $128 Shares 19,303 Est. Cost $6.67 Unrealized
EATON VANCE MUN BD FD 0.0%
Value ($000) $116 Shares 10,000 Est. Cost $11.60 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $110 Shares 10,000 Est. Cost $11.00 Unrealized
PIMCO MUN INCOME FD II 0.0%
Value ($000) $110 Shares 10,000 Est. Cost $11.00 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $101 Shares 24,153 Est. Cost $4.04 Unrealized
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value ($000) $97 Shares 12,845 Est. Cost $4.74 Unrealized +7.0%
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $74 Shares 14,060 Est. Cost $5.33 Unrealized