ProVise Management Group, LLC Diversified Active

CIK: 0001305707 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 1, 2014

Total Value ($000): $460,838 (100.0% shares, 0.0% debt)

Holdings (310)

VIG VANGUARD SPECIALIZED PORTFOL 5.6%
Value ($000) $25,950 Shares 332,895 Est. Cost $66.32 Unrealized
SDY SPDR SERIES TRUST 3.5%
Value ($000) $16,231 Shares 211,928 Est. Cost $67.07 Unrealized
IJR ISHARES 2.2%
Value ($000) $10,147 Shares 90,523 Est. Cost $91.30 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $7,956 Shares 76,049 Est. Cost $60.40 Unrealized +21.1%
GENERAL ELECTRIC CO 1.4%
Value ($000) $6,572 Shares 250,078 Est. Cost $23.48 Unrealized
HDV ISHARES TR 1.4%
Value ($000) $6,530 Shares 86,623 Est. Cost $66.34 Unrealized
PEP PEPSICO INC 1.4%
Value ($000) $6,499 Shares 72,747 Est. Cost $56.38 Unrealized +8.1%
SCHX SCHWAB STRATEGIC TR 1.3%
Value ($000) $5,854 Shares 125,008 Est. Cost $46.83 Unrealized
SDOG ALPS ETF TR 1.2%
Value ($000) $5,739 Shares 153,383 Est. Cost $34.73 Unrealized
KO COCA COLA CO 1.2%
Value ($000) $5,523 Shares 130,382 Est. Cost $27.38 Unrealized +2.7%
VUG VANGUARD INDEX FDS 1.1%
Value ($000) $5,125 Shares 51,821 Est. Cost $78.15 Unrealized
CVX CHEVRON CORP NEW 1.1%
Value ($000) $5,039 Shares 38,597 Est. Cost $71.88 Unrealized +5.6%
IJH ISHARES 1.1%
Value ($000) $5,015 Shares 35,048 Est. Cost $120.50 Unrealized
IWF ISHARES 1.1%
Value ($000) $4,992 Shares 54,897 Est. Cost $73.73 Unrealized
SCHG SCHWAB STRATEGIC TR 1.1%
Value ($000) $4,872 Shares 100,417 Est. Cost $45.06 Unrealized
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $4,829 Shares 61,446 Est. Cost $56.47 Unrealized +3.2%
ABT ABBOTT LABS 1.0%
Value ($000) $4,797 Shares 117,276 Est. Cost $29.40 Unrealized +7.1%
WFC WELLS FARGO & CO NEW 1.0%
Value ($000) $4,767 Shares 90,685 Est. Cost $28.42 Unrealized +27.7%
BLACKROCK INC 1.0%
Value ($000) $4,557 Shares 14,259 Est. Cost $306.33 Unrealized
WMT WAL-MART STORES INC 1.0%
Value ($000) $4,541 Shares 60,495 Est. Cost $19.99 Unrealized +2.7%
RYDEX ETF TRUST 0.9%
Value ($000) $4,375 Shares 51,194 Est. Cost $79.12 Unrealized
DON WISDOMTREE TR 0.9%
Value ($000) $4,349 Shares 53,250 Est. Cost $81.41 Unrealized
MCD MCDONALDS CORP 0.9%
Value ($000) $4,346 Shares 43,137 Est. Cost $71.44 Unrealized +4.7%
EPD ENTERPRISE PRODS PARTNERS L 0.9%
Value ($000) $4,184 Shares 53,437 Est. Cost $62.34 Unrealized
SCHM SCHWAB STRATEGIC TR 0.9%
Value ($000) $4,107 Shares 102,047 Est. Cost $36.49 Unrealized
SPECTRA ENERGY CORP 0.9%
Value ($000) $4,090 Shares 96,264 Est. Cost $35.49 Unrealized
VTV VANGUARD INDEX FDS 0.9%
Value ($000) $4,084 Shares 50,448 Est. Cost $67.61 Unrealized
EFA ISHARES 0.9%
Value ($000) $3,968 Shares 58,044 Est. Cost $61.07 Unrealized
PFE PFIZER INC 0.9%
Value ($000) $3,924 Shares 132,240 Est. Cost $16.51 Unrealized +6.3%
XLK SELECT SECTOR SPDR TR 0.8%
Value ($000) $3,507 Shares 91,435 Est. Cost $32.80 Unrealized
UNILEVER PLC 0.8%
Value ($000) $3,500 Shares 77,237 Est. Cost $40.27 Unrealized
CLX CLOROX CO DEL 0.8%
Value ($000) $3,457 Shares 37,822 Est. Cost $62.03 Unrealized +4.0%
ET ENERGY TRANSFER EQUITY L P 0.7%
Value ($000) $3,300 Shares 55,995 Est. Cost $53.50 Unrealized
NVS NOVARTIS A G 0.7%
Value ($000) $3,274 Shares 36,168 Est. Cost $72.64 Unrealized
DWX SPDR INDEX SHS FDS 0.7%
Value ($000) $3,201 Shares 62,399 Est. Cost $44.61 Unrealized
ENB ENBRIDGE INC 0.7%
Value ($000) $3,134 Shares 66,035 Est. Cost $22.12 Unrealized +13.8%
SCHD SCHWAB STRATEGIC TR 0.7%
Value ($000) $3,067 Shares 80,145 Est. Cost $35.72 Unrealized
PFF ISHARES 0.7%
Value ($000) $3,020 Shares 75,671 Est. Cost $39.28 Unrealized
KINDER MORGAN ENERGY PARTNER 0.7%
Value ($000) $2,999 Shares 36,475 Est. Cost $83.87 Unrealized
MARKET VECTORS ETF TR 0.6%
Value ($000) $2,955 Shares 96,412 Est. Cost $25.86 Unrealized
ITC HLDGS CORP 0.6%
Value ($000) $2,827 Shares 77,493 Est. Cost $55.12 Unrealized
GLAXOSMITHKLINE PLC 0.6%
Value ($000) $2,749 Shares 51,406 Est. Cost $50.29 Unrealized
EFAV ISHARES TR 0.6%
Value ($000) $2,576 Shares 39,396 Est. Cost $60.77 Unrealized
SCHH SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,526 Shares 71,420 Est. Cost $34.56 Unrealized
SCHE SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,509 Shares 96,370 Est. Cost $26.04 Unrealized
TRANSCANADA CORP 0.5%
Value ($000) $2,492 Shares 52,208 Est. Cost $44.59 Unrealized
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $2,489 Shares 24,452 Est. Cost $82.65 Unrealized
XLB SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,487 Shares 50,091 Est. Cost $46.63 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $2,437 Shares 24,213 Est. Cost $53.85 Unrealized +14.9%
KRAFT FOODS GROUP INC 0.5%
Value ($000) $2,388 Shares 39,830 Est. Cost $55.58 Unrealized
MDYV SPDR SERIES TRUST 0.5%
Value ($000) $2,371 Shares 27,482 Est. Cost $86.27 Unrealized
GIS GENERAL MLS INC 0.5%
Value ($000) $2,337 Shares 44,468 Est. Cost $32.04 Unrealized +11.6%
RCI ROGERS COMMUNICATIONS INC 0.5%
Value ($000) $2,300 Shares 57,139 Est. Cost $43.30 Unrealized -6.5%
SNY SANOFI 0.5%
Value ($000) $2,291 Shares 43,081 Est. Cost $51.47 Unrealized
CVS CVS CAREMARK CORPORATION 0.5%
Value ($000) $2,272 Shares 30,134 Est. Cost $41.63 Unrealized +31.9%
INTC INTEL CORP 0.5%
Value ($000) $2,184 Shares 70,685 Est. Cost $17.19 Unrealized +20.3%
POWERSHARES ETF TRUST II 0.5%
Value ($000) $2,174 Shares 87,415 Est. Cost $24.74 Unrealized
AEP AMERICAN ELEC PWR INC 0.5%
Value ($000) $2,172 Shares 38,956 Est. Cost $30.46 Unrealized +14.6%
SENIOR HSG PPTYS TR 0.5%
Value ($000) $2,128 Shares 87,633 Est. Cost $25.93 Unrealized
RYDEX ETF TRUST 0.5%
Value ($000) $2,101 Shares 22,691 Est. Cost $92.59 Unrealized
QCOM QUALCOMM INC 0.5%
Value ($000) $2,097 Shares 26,480 Est. Cost $45.30 Unrealized +26.5%
FNDA SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,096 Shares 70,895 Est. Cost $29.26 Unrealized
BSV VANGUARD BD INDEX FD INC 0.5%
Value ($000) $2,082 Shares 25,911 Est. Cost $80.08 Unrealized
RYDEX ETF TRUST 0.5%
Value ($000) $2,081 Shares 27,896 Est. Cost $68.75 Unrealized
VTIP VANGUARD MALVERN FDS 0.4%
Value ($000) $2,062 Shares 41,136 Est. Cost $49.45 Unrealized
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $2,049 Shares 20,468 Est. Cost $97.35 Unrealized
RYDEX ETF TRUST 0.4%
Value ($000) $2,047 Shares 24,426 Est. Cost $78.21 Unrealized
SCHF SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,041 Shares 61,871 Est. Cost $31.34 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $2,037 Shares 35,355 Est. Cost $36.55 Unrealized +12.7%
HEALTH CARE REIT INC 0.4%
Value ($000) $2,016 Shares 32,167 Est. Cost $64.96 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $1,937 Shares 24,436 Est. Cost $45.34 Unrealized +16.6%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $1,936 Shares 28,396 Est. Cost $44.38 Unrealized +15.4%
NATIONAL GRID PLC 0.4%
Value ($000) $1,933 Shares 25,996 Est. Cost $56.65 Unrealized
AAPL APPLE INC 0.4%
Value ($000) $1,929 Shares 20,752 Est. Cost $17.79 Unrealized +4.9%
XLU SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,880 Shares 42,467 Est. Cost $42.21 Unrealized
IWR ISHARES 0.4%
Value ($000) $1,865 Shares 11,473 Est. Cost $130.92 Unrealized
T AT&T INC 0.4%
Value ($000) $1,864 Shares 52,723 Est. Cost $11.40 Unrealized +3.3%
IVW ISHARES 0.4%
Value ($000) $1,852 Shares 17,600 Est. Cost $93.61 Unrealized
O REALTY INCOME CORP 0.4%
Value ($000) $1,833 Shares 41,256 Est. Cost $24.39 Unrealized -0.7%
VNQ VANGUARD INDEX FDS 0.4%
Value ($000) $1,770 Shares 23,645 Est. Cost $68.06 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,731 Shares 40,134 Est. Cost $40.21 Unrealized
MMM 3M CO 0.4%
Value ($000) $1,718 Shares 11,996 Est. Cost $61.26 Unrealized +32.3%
ABBV ABBVIE INC 0.4%
Value ($000) $1,700 Shares 30,128 Est. Cost $26.68 Unrealized +23.6%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $1,671 Shares 14,082 Est. Cost $104.91 Unrealized
MET METLIFE INC 0.4%
Value ($000) $1,639 Shares 29,489 Est. Cost $25.55 Unrealized +24.6%
SCHA SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,634 Shares 29,812 Est. Cost $47.37 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $1,630 Shares 33,599 Est. Cost $29.34 Unrealized +14.2%
SCHV SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,584 Shares 36,957 Est. Cost $40.32 Unrealized
BAC BANK OF AMERICA CORPORATION 0.3%
Value ($000) $1,583 Shares 102,994 Est. Cost $10.06 Unrealized +21.7%
AMERIGAS PARTNERS L P 0.3%
Value ($000) $1,563 Shares 34,446 Est. Cost $48.02 Unrealized
CELGENE CORP 0.3%
Value ($000) $1,557 Shares 18,132 Est. Cost $102.70 Unrealized
PAYX PAYCHEX INC 0.3%
Value ($000) $1,549 Shares 37,268 Est. Cost $25.10 Unrealized +14.7%
VOT VANGUARD INDEX FDS 0.3%
Value ($000) $1,536 Shares 15,940 Est. Cost $96.36 Unrealized
DVY ISHARES 0.3%
Value ($000) $1,529 Shares 19,862 Est. Cost $65.84 Unrealized
IJK ISHARES 0.3%
Value ($000) $1,500 Shares 9,546 Est. Cost $138.00 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $1,472 Shares 30,680 Est. Cost $32.27 Unrealized +17.3%
EXPRESS SCRIPTS HLDG CO 0.3%
Value ($000) $1,466 Shares 21,138 Est. Cost $66.51 Unrealized
TOTAL S A 0.3%
Value ($000) $1,451 Shares 20,100 Est. Cost $48.71 Unrealized
WLY WILEY JOHN & SONS INC 0.3%
Value ($000) $1,442 Shares 23,800 Est. Cost $27.30 Unrealized +48.3%
SCHW SCHWAB CHARLES CORP NEW 0.3%
Value ($000) $1,436 Shares 53,342 Est. Cost $16.19 Unrealized +41.1%
CMP COMPASS MINERALS INTL INC 0.3%
Value ($000) $1,412 Shares 14,755 Est. Cost $57.41 Unrealized +10.0%
GOOGLE INC 0.3%
Value ($000) $1,409 Shares 2,443 Est. Cost $909.22 Unrealized
ENERGY TRANSFER PRTNRS L P 0.3%
Value ($000) $1,406 Shares 24,251 Est. Cost $50.54 Unrealized
GOOGLE INC 0.3%
Value ($000) $1,394 Shares 2,423 Est. Cost $575.32 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,365 Shares 26,307 Est. Cost $50.85 Unrealized
IYR ISHARES 0.3%
Value ($000) $1,358 Shares 18,909 Est. Cost $67.42 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $1,356 Shares 10,641 Est. Cost $108.40 Unrealized
BLACKROCK FLOAT RATE OME STR 0.3%
Value ($000) $1,308 Shares 89,295 Est. Cost $15.29 Unrealized
BP BP PLC 0.3%
Value ($000) $1,290 Shares 24,455 Est. Cost $42.40 Unrealized
KKR & CO L P DEL 0.3%
Value ($000) $1,278 Shares 52,545 Est. Cost $22.39 Unrealized
KINDER MORGAN MANAGEMENT LLC 0.3%
Value ($000) $1,268 Shares 16,067 Est. Cost $81.20 Unrealized
BLACKROCK CORE BD TR 0.3%
Value ($000) $1,263 Shares 90,462 Est. Cost $13.80 Unrealized
ALPS ETF TR 0.3%
Value ($000) $1,255 Shares 66,070 Est. Cost $18.36 Unrealized
VOE VANGUARD INDEX FDS 0.3%
Value ($000) $1,231 Shares 14,160 Est. Cost $83.43 Unrealized
BA BOEING CO 0.3%
Value ($000) $1,223 Shares 9,608 Est. Cost $93.89 Unrealized +19.9%
NUVEEN FLTNG RTE INCM OPP FD 0.3%
Value ($000) $1,205 Shares 96,952 Est. Cost $12.29 Unrealized
DGS WISDOMTREE TR 0.3%
Value ($000) $1,204 Shares 25,101 Est. Cost $46.16 Unrealized
USB US BANCORP DEL 0.3%
Value ($000) $1,186 Shares 27,380 Est. Cost $22.90 Unrealized +21.9%
ORCL ORACLE CORP 0.3%
Value ($000) $1,170 Shares 28,857 Est. Cost $27.60 Unrealized +25.6%
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $1,165 Shares 11,040 Est. Cost $89.17 Unrealized
IVV ISHARES 0.2%
Value ($000) $1,144 Shares 5,809 Est. Cost $196.94 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,137 Shares 6,272 Est. Cost $116.96 Unrealized -4.0%
DEM WISDOMTREE TR 0.2%
Value ($000) $1,123 Shares 21,655 Est. Cost $48.91 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,113 Shares 14,387 Est. Cost $25.90 Unrealized +11.5%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,101 Shares 13,054 Est. Cost $47.52 Unrealized +1.5%
BUCKEYE PARTNERS L P 0.2%
Value ($000) $1,099 Shares 13,242 Est. Cost $69.93 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,097 Shares 22,416 Est. Cost $26.71 Unrealized +0.3%
SO SOUTHERN CO 0.2%
Value ($000) $1,075 Shares 23,697 Est. Cost $25.73 Unrealized +4.8%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $1,070 Shares 28,462 Est. Cost $23.21 Unrealized +21.9%
SPDR SERIES TRUST 0.2%
Value ($000) $1,070 Shares 25,630 Est. Cost $39.55 Unrealized
BAX BAXTER INTL INC 0.2%
Value ($000) $1,066 Shares 14,735 Est. Cost $30.14 Unrealized +8.5%
WESTERN ASSET PREMIER BD FD 0.2%
Value ($000) $1,066 Shares 71,440 Est. Cost $14.83 Unrealized
IJJ ISHARES 0.2%
Value ($000) $1,063 Shares 8,381 Est. Cost $126.83 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,062 Shares 13,117 Est. Cost $56.05 Unrealized +7.2%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $1,043 Shares 8,906 Est. Cost $94.21 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $975 Shares 10,287 Est. Cost $61.55 Unrealized +24.1%
URI UNITED RENTALS INC 0.2%
Value ($000) $974 Shares 9,300 Est. Cost $55.61 Unrealized +70.2%
MARKET VECTORS ETF TR 0.2%
Value ($000) $972 Shares 32,231 Est. Cost $30.16 Unrealized
LEGACY RESERVES LP 0.2%
Value ($000) $962 Shares 30,800 Est. Cost $26.54 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $917 Shares 20,500 Est. Cost $30.75 Unrealized +11.6%
AAL AMERICAN AIRLS GROUP INC 0.2%
Value ($000) $911 Shares 21,200 Est. Cost $22.88 Unrealized +60.7%
MYLAN INC 0.2%
Value ($000) $907 Shares 17,600 Est. Cost $34.06 Unrealized
DEO DIAGEO P L C 0.2%
Value ($000) $901 Shares 7,082 Est. Cost $119.67 Unrealized
BLACKSTONE GROUP L P 0.2%
Value ($000) $896 Shares 26,800 Est. Cost $29.41 Unrealized
EEM ISHARES 0.2%
Value ($000) $894 Shares 20,667 Est. Cost $38.51 Unrealized
POWERSHARES ETF TRUST 0.2%
Value ($000) $878 Shares 48,251 Est. Cost $17.88 Unrealized
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $863 Shares 22,300 Est. Cost $27.96 Unrealized +17.6%
NATIONAL OILWELL VARCO INC 0.2%
Value ($000) $849 Shares 10,304 Est. Cost $71.07 Unrealized
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $845 Shares 7,315 Est. Cost $102.51 Unrealized
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $825 Shares 12,608 Est. Cost $52.51 Unrealized
NTT DOCOMO INC 0.2%
Value ($000) $813 Shares 47,572 Est. Cost $15.68 Unrealized
POWERSHARES GLOBAL ETF TRUST 0.2%
Value ($000) $810 Shares 55,374 Est. Cost $14.63 Unrealized
POWERSHARES GLOBAL ETF TRUST 0.2%
Value ($000) $799 Shares 27,411 Est. Cost $29.15 Unrealized
PDM PIEDMONT OFFICE REALTY TR IN 0.2%
Value ($000) $796 Shares 42,049 Est. Cost $17.87 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $788 Shares 9,500 Est. Cost $43.29 Unrealized +24.9%
PHM PULTE GROUP INC 0.2%
Value ($000) $786 Shares 39,000 Est. Cost $15.29 Unrealized +8.4%
HYS PIMCO ETF TR 0.2%
Value ($000) $777 Shares 7,264 Est. Cost $103.58 Unrealized
NUSTAR ENERGY LP 0.2%
Value ($000) $772 Shares 12,450 Est. Cost $45.76 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.2%
Value ($000) $770 Shares 9,166 Est. Cost $69.82 Unrealized
MUB ISHARES 0.2%
Value ($000) $769 Shares 7,073 Est. Cost $105.65 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value ($000) $768 Shares 16,675 Est. Cost $67.91 Unrealized
RWO SPDR INDEX SHS FDS 0.2%
Value ($000) $763 Shares 16,351 Est. Cost $44.50 Unrealized
NEUBERGER BERMAN INTER MUNI 0.2%
Value ($000) $757 Shares 49,122 Est. Cost $14.50 Unrealized
CHAMBERS STR PPTYS 0.2%
Value ($000) $748 Shares 93,074 Est. Cost $9.89 Unrealized
SHIP FINANCE INTERNATIONAL L 0.2%
Value ($000) $727 Shares 39,100 Est. Cost $18.59 Unrealized
EBAY EBAY INC 0.2%
Value ($000) $707 Shares 14,130 Est. Cost $20.10 Unrealized -3.5%
ENLINK MIDSTREAM PARTNERS LP 0.2%
Value ($000) $704 Shares 22,400 Est. Cost $30.40 Unrealized
ODYSSEY MARINE EXPLORATION I 0.2%
Value ($000) $699 Shares 415,820 Est. Cost $2.96 Unrealized
TRIANGLE CAP CORP 0.1%
Value ($000) $684 Shares 24,100 Est. Cost $27.27 Unrealized
MEDTRONIC INC 0.1%
Value ($000) $683 Shares 10,711 Est. Cost $53.55 Unrealized
EMN EASTMAN CHEM CO 0.1%
Value ($000) $681 Shares 7,800 Est. Cost $53.82 Unrealized +12.6%
DWS STRATEGIC INCOME TR 0.1%
Value ($000) $680 Shares 52,900 Est. Cost $12.91 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $673 Shares 6,558 Est. Cost $55.38 Unrealized +20.2%
BLACKROCK LTD DURATION INC T 0.1%
Value ($000) $670 Shares 38,741 Est. Cost $17.20 Unrealized
IVE ISHARES 0.1%
Value ($000) $663 Shares 7,347 Est. Cost $90.24 Unrealized
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $658 Shares 12,800 Est. Cost $42.24 Unrealized +14.9%
BLACKROCK CR ALLCTN INC TR 0.1%
Value ($000) $651 Shares 47,400 Est. Cost $13.03 Unrealized
HOSPITALITY PPTYS TR 0.1%
Value ($000) $641 Shares 21,083 Est. Cost $26.29 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $615 Shares 5,275 Est. Cost $60.72 Unrealized +45.8%
BIDU BAIDU INC 0.1%
Value ($000) $601 Shares 3,215 Est. Cost $117.54 Unrealized
BLACKROCK MUNICIPAL BOND TR 0.1%
Value ($000) $599 Shares 38,150 Est. Cost $15.70 Unrealized
VXUS VANGUARD STAR FD 0.1%
Value ($000) $598 Shares 11,014 Est. Cost $46.39 Unrealized
PIMCO DYNAMIC INCOME FD 0.1%
Value ($000) $590 Shares 17,325 Est. Cost $30.42 Unrealized
DWS MUN INCOME TR 0.1%
Value ($000) $583 Shares 42,717 Est. Cost $12.91 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $574 Shares 25,237 Est. Cost $19.60 Unrealized
SUNEDISON INC 0.1%
Value ($000) $565 Shares 25,000 Est. Cost $10.36 Unrealized
DSI ISHARES 0.1%
Value ($000) $565 Shares 7,724 Est. Cost $60.49 Unrealized
MEXICO FD INC 0.1%
Value ($000) $563 Shares 19,900 Est. Cost $26.98 Unrealized
LINN ENERGY LLC 0.1%
Value ($000) $563 Shares 17,400 Est. Cost $30.68 Unrealized
WESTPAC BKG CORP 0.1%
Value ($000) $563 Shares 17,525 Est. Cost $30.83 Unrealized
STPZ PIMCO ETF TR 0.1%
Value ($000) $560 Shares 10,454 Est. Cost $52.68 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $557 Shares 22,425 Est. Cost $15.75 Unrealized +5.7%
PETSMART INC 0.1%
Value ($000) $556 Shares 9,300 Est. Cost $59.78 Unrealized
XMUIX BLACKROCK MUNI INTER DR FD I 0.1%
Value ($000) $555 Shares 37,981 Est. Cost $14.65 Unrealized
CM CDN IMPERIAL BK COMM TORONTO 0.1%
Value ($000) $550 Shares 6,050 Est. Cost $25.44 Unrealized 0.0%
DREYFUS STRATEGIC MUN BD FD 0.1%
Value ($000) $545 Shares 65,692 Est. Cost $8.03 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $544 Shares 7,405 Est. Cost $71.25 Unrealized -2.8%
BLACKROCK DEBT STRAT FD INC 0.1%
Value ($000) $544 Shares 132,487 Est. Cost $4.08 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $540 Shares 7,600 Est. Cost $33.61 Unrealized +53.2%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $538 Shares 11,277 Est. Cost $46.70 Unrealized
MLCO MELCO CROWN ENTMT LTD 0.1%
Value ($000) $536 Shares 15,000 Est. Cost $35.73 Unrealized
WALGREEN CO 0.1%
Value ($000) $534 Shares 7,206 Est. Cost $56.12 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $520 Shares 6,063 Est. Cost $58.45 Unrealized +25.7%
CODI COMPASS DIVERSIFIED HOLDINGS 0.1%
Value ($000) $519 Shares 28,600 Est. Cost $7.23 Unrealized +11.5%
RF REGIONS FINL CORP NEW 0.1%
Value ($000) $505 Shares 47,569 Est. Cost $6.04 Unrealized +16.4%
DREYFUS MUN INCOME INC 0.1%
Value ($000) $500 Shares 53,655 Est. Cost $9.29 Unrealized
IP INTL PAPER CO 0.1%
Value ($000) $500 Shares 9,900 Est. Cost $26.04 Unrealized +3.9%
MSFT MICROSOFT CORP 0.1%
Value ($000) $491 Shares 11,775 Est. Cost $27.26 Unrealized +24.6%
SPDR SERIES TRUST 0.1%
Value ($000) $487 Shares 20,000 Est. Cost $24.35 Unrealized
CROWN CASTLE INTL CORP 0.1%
Value ($000) $483 Shares 6,500 Est. Cost $73.81 Unrealized
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $481 Shares 9,600 Est. Cost $23.49 Unrealized +51.0%
JPMORGAN CHASE & CO 0.1%
Value ($000) $472 Shares 9,000 Est. Cost $46.55 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $471 Shares 11,230 Est. Cost $16.28 Unrealized +17.9%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $470 Shares 5,300 Est. Cost $39.16 Unrealized +31.2%
BEN FRANKLIN RES INC 0.1%
Value ($000) $465 Shares 8,040 Est. Cost $29.40 Unrealized +11.4%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $464 Shares 4,174 Est. Cost $63.73 Unrealized +12.6%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $463 Shares 3,924 Est. Cost $55.32 Unrealized +35.3%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $458 Shares 12,800 Est. Cost $25.02 Unrealized +10.2%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $452 Shares 2,806 Est. Cost $74.13 Unrealized +59.6%
EATON VANCE LTD DUR INCOME F 0.1%
Value ($000) $449 Shares 28,848 Est. Cost $15.77 Unrealized
MID CON ENERGY PARTNERS LP 0.1%
Value ($000) $448 Shares 19,300 Est. Cost $22.70 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $448 Shares 7,475 Est. Cost $56.50 Unrealized
AMERICAN INCOME FD INC 0.1%
Value ($000) $441 Shares 56,715 Est. Cost $7.75 Unrealized
POWERSHARES ETF TRUST II 0.1%
Value ($000) $439 Shares 17,218 Est. Cost $24.42 Unrealized
FEDERATED PREM MUN INC FD 0.1%
Value ($000) $436 Shares 28,650 Est. Cost $14.75 Unrealized
KRE SPDR SERIES TRUST 0.1%
Value ($000) $435 Shares 10,800 Est. Cost $34.41 Unrealized
E M C CORP MASS 0.1%
Value ($000) $432 Shares 16,401 Est. Cost $23.76 Unrealized
MARKET VECTORS ETF TR 0.1%
Value ($000) $426 Shares 24,205 Est. Cost $17.60 Unrealized
FIRST POTOMAC RLTY TR 0.1%
Value ($000) $425 Shares 32,400 Est. Cost $13.06 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $421 Shares 6,345 Est. Cost $40.77 Unrealized +20.5%
SPTL SPDR SERIES TRUST 0.1%
Value ($000) $417 Shares 6,285 Est. Cost $66.35 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $410 Shares 4,859 Est. Cost $51.57 Unrealized +3.2%
BLACKROCK MUNIHLDGS FD II IN 0.1%
Value ($000) $397 Shares 26,100 Est. Cost $14.89 Unrealized
SINCLAIR BROADCAST GROUP INC 0.1%
Value ($000) $396 Shares 11,400 Est. Cost $32.86 Unrealized
IJT ISHARES 0.1%
Value ($000) $391 Shares 3,237 Est. Cost $103.99 Unrealized
SEADRILL LIMITED 0.1%
Value ($000) $388 Shares 9,700 Est. Cost $40.00 Unrealized
RYDEX ETF TRUST 0.1%
Value ($000) $382 Shares 4,417 Est. Cost $74.78 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.1%
Value ($000) $382 Shares 8,300 Est. Cost $46.04 Unrealized
NGL NGL ENERGY PARTNERS LP 0.1%
Value ($000) $381 Shares 8,800 Est. Cost $30.23 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $380 Shares 2 Est. Cost $165023.42 Unrealized +15.0%
META FACEBOOK INC 0.1%
Value ($000) $374 Shares 5,565 Est. Cost $34.06 Unrealized +79.4%
YAHOO INC 0.1%
Value ($000) $372 Shares 10,600 Est. Cost $35.61 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $365 Shares 4,495 Est. Cost $39.01 Unrealized +14.5%
GPC GENUINE PARTS CO 0.1%
Value ($000) $363 Shares 4,140 Est. Cost $54.45 Unrealized +13.2%
FNDB SCHWAB STRATEGIC TR 0.1%
Value ($000) $362 Shares 12,500 Est. Cost $28.10 Unrealized
EMB ISHARES 0.1%
Value ($000) $355 Shares 3,076 Est. Cost $115.41 Unrealized
DWS MULTI MKT INCOME TR 0.1%
Value ($000) $352 Shares 37,202 Est. Cost $9.74 Unrealized
DREYFUS STRATEGIC MUNS INC 0.1%
Value ($000) $351 Shares 41,633 Est. Cost $8.47 Unrealized
EBND SPDR SERIES TRUST 0.1%
Value ($000) $350 Shares 11,225 Est. Cost $29.67 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $348 Shares 5,800 Est. Cost $55.17 Unrealized
WALTER INVT MGMT CORP 0.1%
Value ($000) $343 Shares 11,504 Est. Cost $33.80 Unrealized
SUB ISHARES 0.1%
Value ($000) $340 Shares 3,201 Est. Cost $106.22 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value ($000) $331 Shares 4,455 Est. Cost $47.28 Unrealized
FCX FREEPORT-MCMORAN COPPER & GO 0.1%
Value ($000) $319 Shares 8,730 Est. Cost $24.68 Unrealized +19.7%
CARLYLE GROUP L P 0.1%
Value ($000) $319 Shares 9,400 Est. Cost $33.94 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $316 Shares 2,672 Est. Cost $74.39 Unrealized +12.1%
FEDERATED PREM INTR MUN INC 0.1%
Value ($000) $312 Shares 23,733 Est. Cost $13.02 Unrealized
CHESAPEAKE ENERGY CORP 0.1%
Value ($000) $301 Shares 9,700 Est. Cost $20.44 Unrealized
COLUMBIA PPTY TR INC 0.1%
Value ($000) $290 Shares 11,153 Est. Cost $25.02 Unrealized
MXI ISHARES 0.1%
Value ($000) $290 Shares 4,500 Est. Cost $53.27 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $285 Shares 7,652 Est. Cost $32.81 Unrealized
WESTERN ASSET VAR RT STRG FD 0.1%
Value ($000) $284 Shares 16,245 Est. Cost $17.26 Unrealized
ALSN ALLISON TRANSMISSION HLDGS I 0.1%
Value ($000) $277 Shares 8,900 Est. Cost $23.77 Unrealized +4.5%
ISHARES 0.1%
Value ($000) $277 Shares 23,000 Est. Cost $12.15 Unrealized
MFS INTER INCOME TR 0.1%
Value ($000) $271 Shares 51,460 Est. Cost $5.52 Unrealized
ORANY ORANGE 0.1%
Value ($000) $270 Shares 17,100 Est. Cost $12.53 Unrealized
EEMV ISHARES 0.1%
Value ($000) $264 Shares 4,398 Est. Cost $57.19 Unrealized
MICROSEMI CORP 0.1%
Value ($000) $262 Shares 9,800 Est. Cost $22.75 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $260 Shares 7,125 Est. Cost $15.27 Unrealized +10.5%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $259 Shares 3,400 Est. Cost $54.23 Unrealized 0.0%
TCW STRATEGIC INCOME FUND IN 0.1%
Value ($000) $251 Shares 45,550 Est. Cost $5.52 Unrealized
HOME PROPERTIES INC 0.1%
Value ($000) $249 Shares 3,900 Est. Cost $65.38 Unrealized
POWERSHARES GLOBAL ETF TRUST 0.1%
Value ($000) $247 Shares 10,000 Est. Cost $24.70 Unrealized
NUVEEN DIV ADVANTAGE MUN FD 0.1%
Value ($000) $240 Shares 17,231 Est. Cost $13.95 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $240 Shares 2,978 Est. Cost $37.60 Unrealized +44.1%
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $239 Shares 4,775 Est. Cost $50.06 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.1%
Value ($000) $238 Shares 11,500 Est. Cost $20.88 Unrealized
KSS KOHLS CORP 0.1%
Value ($000) $237 Shares 4,486 Est. Cost $53.60 Unrealized +1.1%
SPDR SERIES TRUST 0.1%
Value ($000) $237 Shares 10,000 Est. Cost $23.70 Unrealized
ROCKWOOD HLDGS INC 0.1%
Value ($000) $236 Shares 3,100 Est. Cost $64.00 Unrealized
KELYA KELLY SVCS INC 0.1%
Value ($000) $232 Shares 13,500 Est. Cost $15.69 Unrealized +7.6%
STT STATE STR CORP 0.0%
Value ($000) $229 Shares 3,400 Est. Cost $44.67 Unrealized +7.2%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $224 Shares 4,272 Est. Cost $52.90 Unrealized
BLACKROCK MUNIHLDS INVSTM QL 0.0%
Value ($000) $222 Shares 16,000 Est. Cost $14.19 Unrealized
HANCOCK JOHN INVS TR 0.0%
Value ($000) $221 Shares 10,725 Est. Cost $19.82 Unrealized
RETAIL PPTYS AMER INC 0.0%
Value ($000) $219 Shares 14,221 Est. Cost $14.26 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $219 Shares 3,522 Est. Cost $44.54 Unrealized +7.8%
GLW CORNING INC 0.0%
Value ($000) $217 Shares 9,900 Est. Cost $10.93 Unrealized +43.3%
HYG ISHARES 0.0%
Value ($000) $216 Shares 2,266 Est. Cost $94.48 Unrealized
ABBNY ABB LTD 0.0%
Value ($000) $207 Shares 9,000 Est. Cost $23.72 Unrealized
SUPERIOR ENERGY SVCS INC 0.0%
Value ($000) $206 Shares 5,700 Est. Cost $25.93 Unrealized
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $206 Shares 10,000 Est. Cost $20.80 Unrealized
FR FIRST INDUSTRIAL REALTY TRUS 0.0%
Value ($000) $205 Shares 10,900 Est. Cost $15.14 Unrealized
RYDEX ETF TRUST 0.0%
Value ($000) $204 Shares 1,650 Est. Cost $104.74 Unrealized
CENTURYLINK INC 0.0%
Value ($000) $203 Shares 5,600 Est. Cost $36.25 Unrealized
HIW HIGHWOODS PPTYS INC 0.0%
Value ($000) $203 Shares 4,840 Est. Cost $41.94 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $199 Shares 11,613 Est. Cost $12.78 Unrealized
MWA MUELLER WTR PRODS INC 0.0%
Value ($000) $188 Shares 21,750 Est. Cost $5.51 Unrealized +34.9%
SAN BANCO SANTANDER SA 0.0%
Value ($000) $185 Shares 17,753 Est. Cost $6.52 Unrealized
HANCOCK JOHN PREMUIM DIV FD 0.0%
Value ($000) $171 Shares 12,597 Est. Cost $13.26 Unrealized
WESTERN ASSET INTM MUNI FD I 0.0%
Value ($000) $164 Shares 16,800 Est. Cost $9.50 Unrealized
BLACKROCK INCOME OPP TRUST I 0.0%
Value ($000) $164 Shares 15,050 Est. Cost $10.05 Unrealized
PUTMAN HIGH INCOME SEC FUND 0.0%
Value ($000) $154 Shares 17,708 Est. Cost $7.88 Unrealized
BLACKROCK MUNIASSETS FD INC 0.0%
Value ($000) $141 Shares 11,000 Est. Cost $12.62 Unrealized
BLACKROCK INCOME TR INC 0.0%
Value ($000) $139 Shares 20,910 Est. Cost $6.84 Unrealized
MFS MULTIMARKET INCOME TR 0.0%
Value ($000) $125 Shares 18,853 Est. Cost $6.66 Unrealized
RITE AID CORP 0.0%
Value ($000) $115 Shares 16,000 Est. Cost $6.25 Unrealized
BONTQ BON-TON STORES INC 0.0%
Value ($000) $103 Shares 10,000 Est. Cost $10.14 Unrealized 0.0%
TRAVELCENTERS OF AMERICA LLC 0.0%
Value ($000) $94 Shares 10,611 Est. Cost $9.57 Unrealized
WALTER ENERGY INC 0.0%
Value ($000) $59 Shares 10,875 Est. Cost $5.43 Unrealized