Goelzer Investment Management, Inc. Diversified Active

CIK: 0001550057 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 14, 2014

Total Value ($000): $551,988 (100.0% shares, 0.0% debt)

Holdings (191)

XOM EXXON MOBIL CORP 1.9%
Value ($000) $10,537 Shares 104,122 Est. Cost $53.48 Unrealized +4.6%
DBEF DBX ETF TR 1.8%
Value ($000) $9,805 Shares 357,578 Est. Cost $24.05 Unrealized
T AT&T INC 1.6%
Value ($000) $8,586 Shares 244,198 Est. Cost $11.12 Unrealized +0.5%
DLR DIGITAL RLTY TR INC 1.4%
Value ($000) $7,975 Shares 162,356 Est. Cost $31.96 Unrealized -2.7%
PEP PEPSICO INC 1.4%
Value ($000) $7,811 Shares 94,174 Est. Cost $53.24 Unrealized +8.5%
EXPRESS SCRIPTS HLDG CO 1.4%
Value ($000) $7,495 Shares 106,711 Est. Cost $60.24 Unrealized
BA BOEING CO 1.3%
Value ($000) $7,304 Shares 53,515 Est. Cost $72.98 Unrealized +52.0%
INTC INTEL CORP 1.3%
Value ($000) $7,287 Shares 280,745 Est. Cost $16.25 Unrealized +10.3%
QCOM QUALCOMM INC 1.3%
Value ($000) $7,041 Shares 94,822 Est. Cost $45.47 Unrealized +10.7%
GENERAL ELECTRIC CO 1.3%
Value ($000) $7,025 Shares 250,617 Est. Cost $23.20 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $6,757 Shares 180,628 Est. Cost $23.36 Unrealized +28.5%
ORCL ORACLE CORP 1.2%
Value ($000) $6,714 Shares 175,478 Est. Cost $28.28 Unrealized +1.8%
WALGREEN CO 1.2%
Value ($000) $6,688 Shares 116,429 Est. Cost $45.93 Unrealized
CVX CHEVRON CORP NEW 1.2%
Value ($000) $6,685 Shares 53,515 Est. Cost $69.62 Unrealized +4.1%
URI UNITED RENTALS INC 1.2%
Value ($000) $6,530 Shares 83,770 Est. Cost $51.25 Unrealized +26.6%
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $6,448 Shares 34,911 Est. Cost $158.56 Unrealized
OHI OMEGA HEALTHCARE INVS INC 1.2%
Value ($000) $6,379 Shares 214,076 Est. Cost $30.66 Unrealized
MA MASTERCARD INC 1.1%
Value ($000) $6,253 Shares 7,484 Est. Cost $49.88 Unrealized +38.4%
MRK MERCK & CO INC NEW 1.1%
Value ($000) $6,243 Shares 124,741 Est. Cost $28.61 Unrealized +9.3%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $6,203 Shares 67,722 Est. Cost $56.72 Unrealized +15.9%
TRV TRAVELERS COMPANIES INC 1.1%
Value ($000) $6,157 Shares 68,004 Est. Cost $61.50 Unrealized +8.6%
CVS CVS CAREMARK CORPORATION 1.1%
Value ($000) $6,126 Shares 85,593 Est. Cost $38.32 Unrealized +20.8%
AAPL APPLE INC 1.1%
Value ($000) $6,108 Shares 10,888 Est. Cost $13.69 Unrealized +19.6%
CHICAGO BRIDGE & IRON CO N V 1.1%
Value ($000) $6,047 Shares 72,732 Est. Cost $60.82 Unrealized
V VISA INC 1.0%
Value ($000) $5,790 Shares 26,001 Est. Cost $38.12 Unrealized +21.4%
PFG PRINCIPAL FINL GROUP INC 1.0%
Value ($000) $5,788 Shares 117,389 Est. Cost $21.76 Unrealized +41.8%
BAX BAXTER INTL INC 1.0%
Value ($000) $5,679 Shares 81,651 Est. Cost $29.91 Unrealized -2.3%
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $5,464 Shares 72,753 Est. Cost $31.09 Unrealized +55.6%
ROYAL DUTCH SHELL PLC 1.0%
Value ($000) $5,400 Shares 71,892 Est. Cost $66.53 Unrealized
NATIONAL OILWELL VARCO INC 1.0%
Value ($000) $5,370 Shares 67,516 Est. Cost $71.98 Unrealized
EBAY EBAY INC 1.0%
Value ($000) $5,337 Shares 97,276 Est. Cost $20.12 Unrealized -2.1%
CSCO CISCO SYS INC 1.0%
Value ($000) $5,334 Shares 237,793 Est. Cost $14.76 Unrealized +3.0%
DISCOVERY COMMUNICATNS NEW 1.0%
Value ($000) $5,296 Shares 63,154 Est. Cost $69.65 Unrealized
PRU PRUDENTIAL FINL INC 0.9%
Value ($000) $5,133 Shares 55,662 Est. Cost $36.53 Unrealized +41.0%
GOOGLE INC 0.9%
Value ($000) $5,054 Shares 4,510 Est. Cost $835.81 Unrealized
NSC NORFOLK SOUTHERN CORP 0.9%
Value ($000) $4,962 Shares 53,448 Est. Cost $55.40 Unrealized +18.6%
PFE PFIZER INC 0.9%
Value ($000) $4,769 Shares 155,706 Est. Cost $15.80 Unrealized +11.5%
IJH ISHARES 0.9%
Value ($000) $4,760 Shares 35,572 Est. Cost $115.29 Unrealized
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $4,744 Shares 31,909 Est. Cost $67.38 Unrealized +44.2%
THG HANOVER INS GROUP INC 0.8%
Value ($000) $4,614 Shares 77,268 Est. Cost $32.21 Unrealized +30.7%
SLB SCHLUMBERGER LTD 0.8%
Value ($000) $4,604 Shares 51,095 Est. Cost $53.90 Unrealized +20.7%
IAC INTERACTIVECORP 0.8%
Value ($000) $4,491 Shares 65,416 Est. Cost $46.49 Unrealized
ETN EATON CORP PLC 0.8%
Value ($000) $4,471 Shares 58,730 Est. Cost $45.14 Unrealized +17.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $4,415 Shares 37,240 Est. Cost $104.57 Unrealized +10.6%
NUS NU SKIN ENTERPRISES INC 0.8%
Value ($000) $4,374 Shares 31,647 Est. Cost $32.94 Unrealized +142.7%
PPL PPL CORP 0.8%
Value ($000) $4,360 Shares 144,898 Est. Cost $16.02 Unrealized +2.2%
COF CAPITAL ONE FINL CORP 0.8%
Value ($000) $4,298 Shares 56,106 Est. Cost $57.34 Unrealized 0.0%
HILLENBRAND INC 0.8%
Value ($000) $4,165 Shares 141,580 Est. Cost $24.46 Unrealized
IJR ISHARES 0.8%
Value ($000) $4,163 Shares 38,146 Est. Cost $88.67 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $4,131 Shares 99,997 Est. Cost $26.70 Unrealized +0.9%
HLF HERBALIFE LTD 0.7%
Value ($000) $4,111 Shares 52,234 Est. Cost $20.11 Unrealized +71.2%
DLTR DOLLAR TREE INC 0.7%
Value ($000) $4,104 Shares 72,744 Est. Cost $47.01 Unrealized +22.6%
DIRECTV 0.7%
Value ($000) $4,080 Shares 59,083 Est. Cost $59.09 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.7%
Value ($000) $4,047 Shares 16,571 Est. Cost $209.91 Unrealized
USB US BANCORP DEL 0.7%
Value ($000) $4,002 Shares 99,051 Est. Cost $22.13 Unrealized +14.7%
OXY OCCIDENTAL PETE CORP DEL 0.7%
Value ($000) $3,928 Shares 41,301 Est. Cost $56.02 Unrealized +13.1%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $3,874 Shares 32,550 Est. Cost $83.67 Unrealized +13.7%
HERTZ GLOBAL HOLDINGS INC 0.7%
Value ($000) $3,858 Shares 134,791 Est. Cost $23.75 Unrealized
CANADIAN PAC RY LTD 0.7%
Value ($000) $3,774 Shares 24,940 Est. Cost $145.69 Unrealized
BB&T CORP 0.7%
Value ($000) $3,757 Shares 100,663 Est. Cost $32.61 Unrealized
MMM 3M CO 0.7%
Value ($000) $3,737 Shares 26,644 Est. Cost $59.15 Unrealized +22.8%
AMT AMERICAN TOWER CORP NEW 0.7%
Value ($000) $3,725 Shares 46,673 Est. Cost $54.41 Unrealized +7.5%
WM WASTE MGMT INC DEL 0.7%
Value ($000) $3,708 Shares 82,632 Est. Cost $29.08 Unrealized +16.5%
WADDELL & REED FINL INC 0.7%
Value ($000) $3,674 Shares 56,412 Est. Cost $43.64 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $3,672 Shares 69,525 Est. Cost $24.37 Unrealized +24.7%
JOHNSON CTLS INC 0.7%
Value ($000) $3,666 Shares 71,462 Est. Cost $35.44 Unrealized
SYY SYSCO CORP 0.7%
Value ($000) $3,655 Shares 101,238 Est. Cost $23.71 Unrealized +2.8%
TROW PRICE T ROWE GROUP INC 0.7%
Value ($000) $3,646 Shares 43,518 Est. Cost $47.89 Unrealized +5.5%
MARATHON OIL CORP 0.6%
Value ($000) $3,486 Shares 98,748 Est. Cost $34.17 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $3,471 Shares 42,964 Est. Cost $42.79 Unrealized +20.3%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $3,466 Shares 42,570 Est. Cost $53.42 Unrealized +8.6%
CPRT COPART INC 0.6%
Value ($000) $3,400 Shares 92,777 Est. Cost $4.09 Unrealized +2.7%
VANTIV INC 0.6%
Value ($000) $3,378 Shares 103,575 Est. Cost $27.60 Unrealized
PETSMART INC 0.6%
Value ($000) $3,340 Shares 45,906 Est. Cost $64.98 Unrealized
IP INTL PAPER CO 0.6%
Value ($000) $3,336 Shares 68,035 Est. Cost $26.03 Unrealized 0.0%
PSO PEARSON PLC 0.6%
Value ($000) $3,311 Shares 147,793 Est. Cost $17.91 Unrealized
CELGENE CORP 0.6%
Value ($000) $3,302 Shares 19,541 Est. Cost $116.44 Unrealized
EMR EMERSON ELEC CO 0.6%
Value ($000) $3,287 Shares 46,835 Est. Cost $40.18 Unrealized +19.9%
NVO NOVO-NORDISK A S 0.6%
Value ($000) $3,205 Shares 17,347 Est. Cost $154.96 Unrealized
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $3,143 Shares 36,071 Est. Cost $48.81 Unrealized -2.0%
MSM MSC INDL DIRECT INC 0.6%
Value ($000) $3,139 Shares 38,816 Est. Cost $81.33 Unrealized -2.7%
MAXIM INTEGRATED PRODS INC 0.6%
Value ($000) $3,112 Shares 111,525 Est. Cost $29.95 Unrealized
GPC GENUINE PARTS CO 0.6%
Value ($000) $3,095 Shares 37,198 Est. Cost $51.44 Unrealized +11.2%
TE CONNECTIVITY LTD 0.6%
Value ($000) $3,086 Shares 55,994 Est. Cost $43.76 Unrealized
COP CONOCOPHILLIPS 0.6%
Value ($000) $3,040 Shares 43,031 Est. Cost $39.16 Unrealized +23.6%
HANESBRANDS INC 0.6%
Value ($000) $3,038 Shares 43,233 Est. Cost $48.45 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $3,000 Shares 61,047 Est. Cost $25.42 Unrealized +4.7%
MCD MCDONALDS CORP 0.5%
Value ($000) $2,981 Shares 30,723 Est. Cost $69.12 Unrealized +1.3%
EFA ISHARES 0.5%
Value ($000) $2,968 Shares 44,237 Est. Cost $58.51 Unrealized
HEWLETT PACKARD CO 0.5%
Value ($000) $2,943 Shares 105,196 Est. Cost $24.41 Unrealized
LKQ LKQ CORP 0.5%
Value ($000) $2,791 Shares 84,842 Est. Cost $20.70 Unrealized +41.6%
ICLR ICON PLC 0.5%
Value ($000) $2,751 Shares 68,075 Est. Cost $39.76 Unrealized 0.0%
DSW INC 0.5%
Value ($000) $2,716 Shares 63,553 Est. Cost $55.61 Unrealized
NTAP NETAPP INC 0.5%
Value ($000) $2,715 Shares 65,987 Est. Cost $30.78 Unrealized -2.0%
GLW CORNING INC 0.5%
Value ($000) $2,647 Shares 148,569 Est. Cost $10.62 Unrealized +13.4%
SYMANTEC CORP 0.5%
Value ($000) $2,627 Shares 111,418 Est. Cost $22.48 Unrealized
PNC PNC FINL SVCS GROUP INC 0.5%
Value ($000) $2,586 Shares 33,329 Est. Cost $45.17 Unrealized +14.9%
MTB M & T BK CORP 0.5%
Value ($000) $2,544 Shares 21,853 Est. Cost $72.80 Unrealized +11.8%
SWKS SKYWORKS SOLUTIONS INC 0.4%
Value ($000) $2,471 Shares 86,515 Est. Cost $17.70 Unrealized +18.2%
BEN FRANKLIN RES INC 0.4%
Value ($000) $2,460 Shares 42,616 Est. Cost $28.88 Unrealized +11.3%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $2,437 Shares 21,416 Est. Cost $94.00 Unrealized
HON HONEYWELL INTL INC 0.4%
Value ($000) $2,424 Shares 26,529 Est. Cost $50.57 Unrealized +20.3%
SWK STANLEY BLACK & DECKER INC 0.4%
Value ($000) $2,403 Shares 29,775 Est. Cost $56.79 Unrealized +6.1%
HOLX HOLOGIC INC 0.4%
Value ($000) $2,340 Shares 104,714 Est. Cost $21.38 Unrealized +3.1%
FITB FIFTH THIRD BANCORP 0.4%
Value ($000) $2,333 Shares 110,944 Est. Cost $10.99 Unrealized +18.9%
IWS ISHARES 0.4%
Value ($000) $2,306 Shares 35,095 Est. Cost $57.47 Unrealized
TRW AUTOMOTIVE HLDGS CORP 0.4%
Value ($000) $2,279 Shares 30,630 Est. Cost $60.64 Unrealized
IJK ISHARES 0.4%
Value ($000) $2,187 Shares 14,564 Est. Cost $130.18 Unrealized
TAP MOLSON COORS BREWING CO 0.4%
Value ($000) $2,138 Shares 38,073 Est. Cost $35.20 Unrealized +13.2%
PAG PENSKE AUTOMOTIVE GRP INC 0.4%
Value ($000) $2,128 Shares 45,126 Est. Cost $31.18 Unrealized +37.1%
VECTREN CORP 0.4%
Value ($000) $2,111 Shares 59,465 Est. Cost $35.12 Unrealized
WU WESTERN UN CO 0.4%
Value ($000) $2,094 Shares 121,385 Est. Cost $16.06 Unrealized
AFL AFLAC INC 0.4%
Value ($000) $2,093 Shares 31,338 Est. Cost $19.48 Unrealized +26.3%
PORTFOLIO RECOVERY ASSOCS IN 0.4%
Value ($000) $2,088 Shares 39,513 Est. Cost $52.84 Unrealized
TFX TELEFLEX INC 0.4%
Value ($000) $2,063 Shares 21,982 Est. Cost $71.63 Unrealized +17.4%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.4%
Value ($000) $2,040 Shares 50,900 Est. Cost $39.44 Unrealized
IWR ISHARES 0.4%
Value ($000) $2,039 Shares 13,594 Est. Cost $128.59 Unrealized
RPM RPM INTL INC 0.4%
Value ($000) $1,983 Shares 47,762 Est. Cost $31.64 Unrealized +23.0%
COVIDIEN PLC 0.4%
Value ($000) $1,955 Shares 28,710 Est. Cost $65.35 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $1,887 Shares 29,823 Est. Cost $45.59 Unrealized -2.2%
STAPLES INC 0.3%
Value ($000) $1,757 Shares 110,570 Est. Cost $14.61 Unrealized
CLOUD PEAK ENERGY INC 0.3%
Value ($000) $1,598 Shares 88,765 Est. Cost $17.16 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $1,575 Shares 26,938 Est. Cost $34.78 Unrealized +14.0%
IVV ISHARES 0.3%
Value ($000) $1,527 Shares 8,223 Est. Cost $170.06 Unrealized
SCHW SCHWAB CHARLES CORP NEW 0.3%
Value ($000) $1,520 Shares 58,447 Est. Cost $15.10 Unrealized +36.8%
MCK MCKESSON CORP 0.3%
Value ($000) $1,485 Shares 9,200 Est. Cost $126.07 Unrealized +11.5%
WMT WAL-MART STORES INC 0.3%
Value ($000) $1,475 Shares 18,740 Est. Cost $19.14 Unrealized +6.3%
ZION ZIONS BANCORPORATION 0.3%
Value ($000) $1,470 Shares 49,050 Est. Cost $25.02 Unrealized +15.0%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,363 Shares 33,130 Est. Cost $41.21 Unrealized
EMN EASTMAN CHEM CO 0.2%
Value ($000) $1,301 Shares 16,120 Est. Cost $53.70 Unrealized 0.0%
KSS KOHLS CORP 0.2%
Value ($000) $1,271 Shares 22,388 Est. Cost $47.81 Unrealized +14.7%
LLY LILLY ELI & CO 0.2%
Value ($000) $1,250 Shares 24,503 Est. Cost $41.88 Unrealized -5.5%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,226 Shares 6,537 Est. Cost $118.04 Unrealized -9.9%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,157 Shares 32,382 Est. Cost $30.42 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,085 Shares 19,571 Est. Cost $46.76 Unrealized
AAXJ ISHARES 0.2%
Value ($000) $1,003 Shares 16,638 Est. Cost $56.96 Unrealized
FFIV F5 NETWORKS INC 0.2%
Value ($000) $967 Shares 10,640 Est. Cost $85.01 Unrealized +0.2%
DEM WISDOMTREE TR 0.2%
Value ($000) $940 Shares 18,416 Est. Cost $51.06 Unrealized
BP BP PLC 0.2%
Value ($000) $889 Shares 18,284 Est. Cost $42.06 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $820 Shares 12,269 Est. Cost $54.20 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $803 Shares 10,506 Est. Cost $53.57 Unrealized +15.2%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $761 Shares 8,596 Est. Cost $78.88 Unrealized
CWB SPDR SERIES TRUST 0.1%
Value ($000) $752 Shares 16,091 Est. Cost $42.68 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $729 Shares 7,603 Est. Cost $81.90 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $715 Shares 7,341 Est. Cost $83.37 Unrealized
KIE SPDR SERIES TRUST 0.1%
Value ($000) $689 Shares 10,927 Est. Cost $53.02 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $668 Shares 3,976 Est. Cost $54.00 Unrealized +12.1%
KRE SPDR SERIES TRUST 0.1%
Value ($000) $632 Shares 15,563 Est. Cost $33.00 Unrealized
IJJ ISHARES 0.1%
Value ($000) $602 Shares 5,182 Est. Cost $101.13 Unrealized
TORCHMARK CORP 0.1%
Value ($000) $572 Shares 7,324 Est. Cost $62.35 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $550 Shares 12,800 Est. Cost $39.74 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $549 Shares 10,508 Est. Cost $42.16 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $462 Shares 6,116 Est. Cost $38.19 Unrealized +7.1%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $457 Shares 5,107 Est. Cost $73.39 Unrealized
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $452 Shares 9,954 Est. Cost $26.20 Unrealized +17.4%
ISHARES 0.1%
Value ($000) $440 Shares 21,050 Est. Cost $17.97 Unrealized
IVW ISHARES 0.1%
Value ($000) $432 Shares 4,375 Est. Cost $83.37 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $428 Shares 6,618 Est. Cost $38.70 Unrealized 0.0%
EWG ISHARES 0.1%
Value ($000) $419 Shares 13,200 Est. Cost $24.59 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $390 Shares 10,187 Est. Cost $26.54 Unrealized +10.1%
STT STATE STR CORP 0.1%
Value ($000) $385 Shares 5,250 Est. Cost $46.90 Unrealized +8.0%
PRAXAIR INC 0.1%
Value ($000) $374 Shares 2,880 Est. Cost $113.28 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $373 Shares 6,000 Est. Cost $24.39 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $360 Shares 3,278 Est. Cost $92.63 Unrealized
FCX FREEPORT-MCMORAN COPPER & GO 0.1%
Value ($000) $359 Shares 9,500 Est. Cost $30.06 Unrealized 0.0%
CSX CSX CORP 0.1%
Value ($000) $351 Shares 12,210 Est. Cost $6.43 Unrealized +14.6%
JPMORGAN CHASE & CO 0.1%
Value ($000) $339 Shares 7,318 Est. Cost $46.32 Unrealized
SPECTRA ENERGY CORP 0.1%
Value ($000) $339 Shares 9,530 Est. Cost $35.57 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $334 Shares 4,054 Est. Cost $51.99 Unrealized +12.9%
IWP ISHARES 0.1%
Value ($000) $326 Shares 3,868 Est. Cost $70.81 Unrealized
AOA ISHARES 0.1%
Value ($000) $317 Shares 7,115 Est. Cost $39.99 Unrealized
MDU MDU RES GROUP INC 0.1%
Value ($000) $315 Shares 10,327 Est. Cost $6.32 Unrealized +23.5%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $307 Shares 4,452 Est. Cost $42.35 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $295 Shares 2,826 Est. Cost $59.36 Unrealized +11.8%
VIS VANGUARD WORLD FDS 0.1%
Value ($000) $280 Shares 2,795 Est. Cost $81.34 Unrealized
TIP ISHARES 0.0%
Value ($000) $275 Shares 2,500 Est. Cost $118.04 Unrealized
DU PONT E I DE NEMOURS & CO 0.0%
Value ($000) $268 Shares 4,120 Est. Cost $65.05 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $268 Shares 1,900 Est. Cost $96.30 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $259 Shares 4,875 Est. Cost $26.12 Unrealized +30.8%
INTU INTUIT 0.0%
Value ($000) $254 Shares 3,323 Est. Cost $55.80 Unrealized +16.5%
XILINX INC 0.0%
Value ($000) $245 Shares 5,333 Est. Cost $38.85 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $245 Shares 3,789 Est. Cost $69.94 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $240 Shares 3,363 Est. Cost $63.83 Unrealized
MONSANTO CO NEW 0.0%
Value ($000) $233 Shares 2,000 Est. Cost $116.50 Unrealized
IWM ISHARES 0.0%
Value ($000) $220 Shares 1,908 Est. Cost $96.95 Unrealized
ALPS ETF TR 0.0%
Value ($000) $219 Shares 12,290 Est. Cost $17.80 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $207 Shares 2,751 Est. Cost $47.66 Unrealized +24.0%
AES AES CORP 0.0%
Value ($000) $189 Shares 13,000 Est. Cost $9.34 Unrealized 0.0%
NUVEEN QUALITY INCOME MUN FD 0.0%
Value ($000) $147 Shares 12,000 Est. Cost $12.25 Unrealized
ZIOPHARM ONCOLOGY INC 0.0%
Value ($000) $87 Shares 20,000 Est. Cost $4.35 Unrealized
CHIMERA INVT CORP 0.0%
Value ($000) $46 Shares 15,000 Est. Cost $3.07 Unrealized