FORVIS Wealth Advisors, LLC Diversified Active

CIK: 0001352864 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 16, 2015

Total Value ($000): $690,584 (100.0% shares, 0.0% debt)

Holdings (187)

VEU VANGUARD INTL EQUITY INDEX F 18.1%
Value ($000) $124,905 Shares 2,563,204 Est. Cost $49.01 Unrealized
VTI VANGUARD INDEX FDS 9.4%
Value ($000) $64,876 Shares 604,905 Est. Cost $97.50 Unrealized
POWERSHARES ETF TRUST 6.9%
Value ($000) $47,608 Shares 521,394 Est. Cost $79.10 Unrealized
IVV ISHARES TR 6.2%
Value ($000) $42,926 Shares 206,544 Est. Cost $168.90 Unrealized
SCZ ISHARES 5.8%
Value ($000) $40,041 Shares 809,396 Est. Cost $49.07 Unrealized
IJH ISHARES TR 3.9%
Value ($000) $26,691 Shares 175,625 Est. Cost $125.19 Unrealized
POWERSHARES GLOBAL ETF TRUST 2.9%
Value ($000) $19,866 Shares 485,013 Est. Cost $42.31 Unrealized
GSBC GREAT SOUTHN BANCORP INC 2.7%
Value ($000) $18,632 Shares 473,004 Est. Cost $37.60 Unrealized 0.0%
POWERSHARES ETF TRUST 2.6%
Value ($000) $17,807 Shares 171,201 Est. Cost $94.98 Unrealized
F FORD MTR CO DEL 2.4%
Value ($000) $16,471 Shares 1,020,477 Est. Cost $7.61 Unrealized +16.1%
EFA ISHARES TR 2.4%
Value ($000) $16,258 Shares 253,356 Est. Cost $63.43 Unrealized
JKHY HENRY JACK & ASSOC INC 2.0%
Value ($000) $13,970 Shares 199,882 Est. Cost $42.43 Unrealized +35.0%
EFAV ISHARES TR 1.8%
Value ($000) $12,760 Shares 193,655 Est. Cost $61.50 Unrealized
USMV ISHARES TR 1.7%
Value ($000) $11,605 Shares 281,256 Est. Cost $35.40 Unrealized
SDY SPDR SERIES TRUST 1.5%
Value ($000) $10,365 Shares 132,541 Est. Cost $72.03 Unrealized
POWERSHARES GLOBAL ETF TRUST 1.4%
Value ($000) $9,654 Shares 521,859 Est. Cost $19.84 Unrealized
IWM ISHARES TR 1.1%
Value ($000) $7,336 Shares 58,988 Est. Cost $106.61 Unrealized
EEMV ISHARES 0.9%
Value ($000) $6,246 Shares 105,842 Est. Cost $58.85 Unrealized
IWV ISHARES TR 0.8%
Value ($000) $5,830 Shares 47,071 Est. Cost $101.13 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $5,589 Shares 44,916 Est. Cost $19.90 Unrealized +34.9%
VWO VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $4,582 Shares 112,110 Est. Cost $40.37 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW 0.6%
Value ($000) $4,383 Shares 20,269 Est. Cost $8.19 Unrealized +64.0%
PEP PEPSICO INC 0.6%
Value ($000) $3,813 Shares 39,881 Est. Cost $57.11 Unrealized +22.0%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $3,717 Shares 36,946 Est. Cost $62.14 Unrealized +20.9%
DIS DISNEY WALT CO 0.5%
Value ($000) $3,708 Shares 35,351 Est. Cost $58.65 Unrealized +56.6%
GENERAL ELECTRIC CO 0.5%
Value ($000) $3,623 Shares 146,023 Est. Cost $23.61 Unrealized
MMM 3M CO 0.5%
Value ($000) $3,475 Shares 21,068 Est. Cost $64.54 Unrealized +50.1%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $3,457 Shares 32,934 Est. Cost $70.88 Unrealized -5.6%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $3,431 Shares 41,875 Est. Cost $55.79 Unrealized +14.0%
MSFT MICROSOFT CORP 0.5%
Value ($000) $3,188 Shares 78,412 Est. Cost $27.86 Unrealized +33.7%
CSCO CISCO SYS INC 0.5%
Value ($000) $3,155 Shares 114,620 Est. Cost $15.40 Unrealized +30.5%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $3,102 Shares 26,466 Est. Cost $96.79 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $3,039 Shares 87,341 Est. Cost $16.59 Unrealized +21.2%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $2,929 Shares 42,241 Est. Cost $44.75 Unrealized +20.0%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,838 Shares 33,385 Est. Cost $54.32 Unrealized +2.3%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $2,717 Shares 32,559 Est. Cost $54.99 Unrealized +11.5%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $2,673 Shares 28,529 Est. Cost $63.80 Unrealized +17.0%
COP CONOCOPHILLIPS 0.4%
Value ($000) $2,456 Shares 39,454 Est. Cost $44.74 Unrealized +1.8%
WMT WAL-MART STORES INC 0.3%
Value ($000) $2,416 Shares 29,373 Est. Cost $20.29 Unrealized +13.5%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $2,390 Shares 39,444 Est. Cost $39.16 Unrealized +13.1%
IWR ISHARES TR 0.3%
Value ($000) $2,359 Shares 13,626 Est. Cost $156.31 Unrealized
DEM WISDOMTREE TR 0.3%
Value ($000) $2,272 Shares 53,450 Est. Cost $51.41 Unrealized
TROW PRICE T ROWE GROUP INC 0.3%
Value ($000) $2,166 Shares 26,751 Est. Cost $48.13 Unrealized +13.4%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $2,092 Shares 17,069 Est. Cost $109.49 Unrealized
APH AMPHENOL CORP NEW 0.3%
Value ($000) $2,077 Shares 35,252 Est. Cost $10.11 Unrealized +24.9%
EEM ISHARES TR 0.3%
Value ($000) $2,041 Shares 50,864 Est. Cost $40.76 Unrealized
ELV ANTHEM INC 0.3%
Value ($000) $1,956 Shares 12,665 Est. Cost $105.54 Unrealized +15.6%
DIRECTV 0.3%
Value ($000) $1,949 Shares 22,898 Est. Cost $60.60 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $1,915 Shares 61,240 Est. Cost $17.96 Unrealized +44.8%
CHUBB CORP 0.3%
Value ($000) $1,906 Shares 18,851 Est. Cost $84.87 Unrealized
CAT CATERPILLAR INC DEL 0.3%
Value ($000) $1,876 Shares 23,445 Est. Cost $62.23 Unrealized +1.4%
CSX CSX CORP 0.3%
Value ($000) $1,870 Shares 56,446 Est. Cost $6.84 Unrealized +41.9%
LABORATORY CORP AMER HLDGS 0.3%
Value ($000) $1,815 Shares 14,393 Est. Cost $99.58 Unrealized
GM GENERAL MTRS CO 0.3%
Value ($000) $1,796 Shares 47,900 Est. Cost $26.20 Unrealized +7.4%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $1,770 Shares 16,916 Est. Cost $104.63 Unrealized
IYZ ISHARES TR 0.2%
Value ($000) $1,718 Shares 56,858 Est. Cost $26.17 Unrealized
WDC WESTERN DIGITAL CORP 0.2%
Value ($000) $1,687 Shares 18,534 Est. Cost $36.24 Unrealized +80.6%
SYY SYSCO CORP 0.2%
Value ($000) $1,681 Shares 44,544 Est. Cost $24.45 Unrealized +20.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,536 Shares 10,644 Est. Cost $112.29 Unrealized +31.0%
MARKET VECTORS ETF TR 0.2%
Value ($000) $1,463 Shares 61,440 Est. Cost $23.81 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $1,456 Shares 14,719 Est. Cost $98.92 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,431 Shares 29,418 Est. Cost $27.06 Unrealized +2.1%
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value ($000) $1,411 Shares 28,852 Est. Cost $18.56 Unrealized +4.2%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,384 Shares 8,623 Est. Cost $115.71 Unrealized -16.6%
KO COCA COLA CO 0.2%
Value ($000) $1,361 Shares 33,556 Est. Cost $28.08 Unrealized +5.5%
APACHE CORP 0.2%
Value ($000) $1,338 Shares 22,178 Est. Cost $76.32 Unrealized
KRE SPDR SERIES TRUST 0.2%
Value ($000) $1,306 Shares 31,992 Est. Cost $36.64 Unrealized
OMC OMNICOM GROUP INC 0.2%
Value ($000) $1,301 Shares 16,689 Est. Cost $40.84 Unrealized +29.8%
MRK MERCK & CO INC NEW 0.2%
Value ($000) $1,260 Shares 21,914 Est. Cost $33.39 Unrealized +20.7%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,218 Shares 15,592 Est. Cost $67.18 Unrealized +5.7%
IWD ISHARES TR 0.2%
Value ($000) $1,215 Shares 11,787 Est. Cost $103.08 Unrealized
BAX BAXTER INTL INC 0.2%
Value ($000) $1,212 Shares 17,689 Est. Cost $30.31 Unrealized +4.4%
RIG TRANSOCEAN LTD 0.2%
Value ($000) $1,212 Shares 82,589 Est. Cost $22.91 Unrealized -29.2%
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,204 Shares 24,061 Est. Cost $17.34 Unrealized +51.1%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $1,174 Shares 13,867 Est. Cost $77.55 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,121 Shares 11,291 Est. Cost $99.34 Unrealized
T AT&T INC 0.1%
Value ($000) $1,034 Shares 31,667 Est. Cost $11.27 Unrealized +4.6%
IWB ISHARES TR 0.1%
Value ($000) $1,023 Shares 8,831 Est. Cost $94.20 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,012 Shares 20,741 Est. Cost $40.41 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.1%
Value ($000) $989 Shares 15,872 Est. Cost $40.23 Unrealized
CWI SPDR INDEX SHS FDS 0.1%
Value ($000) $962 Shares 27,764 Est. Cost $34.27 Unrealized
IDU ISHARES TR 0.1%
Value ($000) $961 Shares 8,598 Est. Cost $94.59 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $949 Shares 9,737 Est. Cost $71.64 Unrealized +0.7%
IJR ISHARES TR 0.1%
Value ($000) $909 Shares 7,699 Est. Cost $115.37 Unrealized
TC PIPELINES LP 0.1%
Value ($000) $860 Shares 13,200 Est. Cost $48.71 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $856 Shares 19,839 Est. Cost $29.60 Unrealized +24.5%
BAC BANK AMER CORP 0.1%
Value ($000) $846 Shares 54,977 Est. Cost $11.37 Unrealized +12.2%
ABBV ABBVIE INC 0.1%
Value ($000) $750 Shares 12,819 Est. Cost $27.89 Unrealized +39.3%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $744 Shares 3,602 Est. Cost $187.16 Unrealized
IYM ISHARES TR 0.1%
Value ($000) $707 Shares 8,634 Est. Cost $67.05 Unrealized
NUVEEN TAX ADVANTAGED DIV GR 0.1%
Value ($000) $690 Shares 43,280 Est. Cost $15.03 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $665 Shares 5,081 Est. Cost $128.74 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $655 Shares 8,699 Est. Cost $49.62 Unrealized -5.1%
VEA VANGUARD TAX MANAGED INTL FD 0.1%
Value ($000) $653 Shares 16,385 Est. Cost $39.85 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $643 Shares 5,940 Est. Cost $73.35 Unrealized +25.2%
YUM YUM BRANDS INC 0.1%
Value ($000) $637 Shares 8,086 Est. Cost $39.72 Unrealized +12.1%
IYG ISHARES TR 0.1%
Value ($000) $606 Shares 6,775 Est. Cost $71.50 Unrealized
ENERGY TRANSFER PRTNRS L P 0.1%
Value ($000) $602 Shares 10,800 Est. Cost $52.04 Unrealized
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $588 Shares 8,223 Est. Cost $53.32 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $556 Shares 4,987 Est. Cost $111.49 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $551 Shares 5,991 Est. Cost $91.97 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $550 Shares 5,331 Est. Cost $48.87 Unrealized +52.0%
CLX CLOROX CO DEL 0.1%
Value ($000) $548 Shares 4,967 Est. Cost $61.27 Unrealized +30.5%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $548 Shares 10,848 Est. Cost $48.87 Unrealized
BP BP PLC 0.1%
Value ($000) $547 Shares 13,987 Est. Cost $42.20 Unrealized
MARKET VECTORS ETF TR 0.1%
Value ($000) $520 Shares 27,800 Est. Cost $20.67 Unrealized
HRL HORMEL FOODS CORP 0.1%
Value ($000) $509 Shares 8,951 Est. Cost $15.25 Unrealized +38.8%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $506 Shares 14,011 Est. Cost $23.21 Unrealized +22.1%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $497 Shares 5,892 Est. Cost $82.53 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $489 Shares 7,980 Est. Cost $56.89 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $482 Shares 11,041 Est. Cost $26.23 Unrealized +13.6%
CELGENE CORP 0.1%
Value ($000) $478 Shares 4,145 Est. Cost $111.80 Unrealized
GOOGLE INC 0.1%
Value ($000) $472 Shares 857 Est. Cost $662.13 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $471 Shares 10,163 Est. Cost $29.82 Unrealized +25.5%
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $466 Shares 8,557 Est. Cost $29.89 Unrealized +33.3%
AFL AFLAC INC 0.1%
Value ($000) $449 Shares 7,020 Est. Cost $20.38 Unrealized +15.8%
BND VANGUARD BD INDEX FD INC 0.1%
Value ($000) $443 Shares 5,319 Est. Cost $83.29 Unrealized
JOHNSON CTLS INC 0.1%
Value ($000) $440 Shares 8,722 Est. Cost $38.63 Unrealized
BA BOEING CO 0.1%
Value ($000) $430 Shares 2,865 Est. Cost $100.00 Unrealized +27.8%
NUVEEN MUN MKT OPPORTUNITY F 0.1%
Value ($000) $421 Shares 30,721 Est. Cost $13.02 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $420 Shares 3,453 Est. Cost $121.63 Unrealized
ODC OIL DRI CORP AMER 0.1%
Value ($000) $414 Shares 12,303 Est. Cost $18.21 Unrealized -14.7%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $407 Shares 12,364 Est. Cost $49.00 Unrealized
HOMB HOME BANCSHARES INC 0.1%
Value ($000) $403 Shares 11,880 Est. Cost $10.30 Unrealized +53.6%
IEFA ISHARES TR 0.1%
Value ($000) $401 Shares 6,850 Est. Cost $55.29 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $397 Shares 3,491 Est. Cost $62.27 Unrealized +37.0%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $388 Shares 6,023 Est. Cost $31.39 Unrealized +38.4%
V VISA INC 0.1%
Value ($000) $381 Shares 5,832 Est. Cost $61.28 Unrealized 0.0%
TGT TARGET CORP 0.1%
Value ($000) $378 Shares 4,604 Est. Cost $45.59 Unrealized +22.8%
IJT ISHARES TR 0.1%
Value ($000) $370 Shares 2,845 Est. Cost $108.32 Unrealized
MFA FINL INC 0.1%
Value ($000) $355 Shares 45,200 Est. Cost $7.45 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $352 Shares 3,621 Est. Cost $56.51 Unrealized +31.9%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $352 Shares 3,592 Est. Cost $59.12 Unrealized +19.3%
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $351 Shares 6,244 Est. Cost $31.00 Unrealized +30.1%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $348 Shares 6,426 Est. Cost $52.38 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $341 Shares 4,334 Est. Cost $49.25 Unrealized 0.0%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $335 Shares 3,515 Est. Cost $94.45 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $333 Shares 2,811 Est. Cost $51.71 Unrealized +80.2%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $329 Shares 7,823 Est. Cost $22.45 Unrealized +6.3%
ON ASSIGNMENT INC 0.0%
Value ($000) $326 Shares 8,500 Est. Cost $38.35 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $325 Shares 2,396 Est. Cost $72.92 Unrealized +48.6%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $324 Shares 5,738 Est. Cost $17.27 Unrealized +29.7%
KRAFT FOODS GROUP INC 0.0%
Value ($000) $321 Shares 3,682 Est. Cost $52.46 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $314 Shares 7,078 Est. Cost $39.10 Unrealized
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $313 Shares 3,608 Est. Cost $86.75 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $306 Shares 5,942 Est. Cost $35.96 Unrealized +5.5%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $306 Shares 10,130 Est. Cost $30.21 Unrealized
BANK OF THE OZARKS INC 0.0%
Value ($000) $295 Shares 8,000 Est. Cost $45.00 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $295 Shares 699 Est. Cost $272.61 Unrealized +44.6%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $288 Shares 3,712 Est. Cost $20.45 Unrealized +30.2%
SPDR SERIES TRUST 0.0%
Value ($000) $286 Shares 11,822 Est. Cost $24.19 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $283 Shares 2,643 Est. Cost $63.27 Unrealized +20.6%
GIS GENERAL MLS INC 0.0%
Value ($000) $279 Shares 4,921 Est. Cost $36.64 Unrealized 0.0%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $275 Shares 4,971 Est. Cost $32.69 Unrealized +29.6%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $270 Shares 3,523 Est. Cost $42.27 Unrealized +22.5%
LOW LOWES COS INC 0.0%
Value ($000) $268 Shares 3,606 Est. Cost $49.89 Unrealized +18.1%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $255 Shares 10,488 Est. Cost $17.03 Unrealized -2.9%
PPG PPG INDS INC 0.0%
Value ($000) $253 Shares 1,121 Est. Cost $94.38 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $252 Shares 2,450 Est. Cost $60.26 Unrealized +39.7%
GLW CORNING INC 0.0%
Value ($000) $250 Shares 11,021 Est. Cost $10.70 Unrealized +66.6%
AMGN AMGEN INC 0.0%
Value ($000) $249 Shares 1,557 Est. Cost $113.51 Unrealized +1.4%
BSV VANGUARD BD INDEX FD INC 0.0%
Value ($000) $248 Shares 3,075 Est. Cost $80.65 Unrealized
FAMILY DLR STORES INC 0.0%
Value ($000) $244 Shares 3,079 Est. Cost $65.99 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $243 Shares 3,469 Est. Cost $29.28 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $234 Shares 3,381 Est. Cost $51.66 Unrealized 0.0%
META FACEBOOK INC 0.0%
Value ($000) $233 Shares 2,838 Est. Cost $77.80 Unrealized 0.0%
IXUS ISHARES TR 0.0%
Value ($000) $227 Shares 4,100 Est. Cost $55.37 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.0%
Value ($000) $226 Shares 3,098 Est. Cost $55.77 Unrealized 0.0%
IGSB ISHARES 0.0%
Value ($000) $225 Shares 2,135 Est. Cost $105.39 Unrealized
DOW CHEM CO 0.0%
Value ($000) $224 Shares 4,673 Est. Cost $47.93 Unrealized
SUB ISHARES 0.0%
Value ($000) $221 Shares 2,085 Est. Cost $106.00 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $220 Shares 2,375 Est. Cost $78.44 Unrealized
RETAIL PPTYS AMER INC 0.0%
Value ($000) $220 Shares 13,700 Est. Cost $16.06 Unrealized
RF REGIONS FINL CORP NEW 0.0%
Value ($000) $220 Shares 23,318 Est. Cost $6.47 Unrealized 0.0%
AMZN AMAZON COM INC 0.0%
Value ($000) $218 Shares 585 Est. Cost $17.58 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $212 Shares 2,980 Est. Cost $55.69 Unrealized 0.0%
BIV VANGUARD BD INDEX FD INC 0.0%
Value ($000) $212 Shares 2,454 Est. Cost $86.39 Unrealized
EGP EASTGROUP PPTY INC 0.0%
Value ($000) $210 Shares 3,500 Est. Cost $63.43 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $208 Shares 2,428 Est. Cost $67.89 Unrealized 0.0%
MA MASTERCARD INC 0.0%
Value ($000) $207 Shares 2,394 Est. Cost $81.25 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $206 Shares 2,175 Est. Cost $36.12 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $206 Shares 2,210 Est. Cost $64.27 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $205 Shares 1,964 Est. Cost $72.99 Unrealized 0.0%
IJK ISHARES TR 0.0%
Value ($000) $205 Shares 1,194 Est. Cost $171.69 Unrealized
KEY KEYCORP NEW 0.0%
Value ($000) $144 Shares 10,137 Est. Cost $6.48 Unrealized +38.1%
FIRST NIAGARA FINL GP INC 0.0%
Value ($000) $117 Shares 13,211 Est. Cost $8.34 Unrealized
BIOTIME INC 0.0%
Value ($000) $70 Shares 14,173 Est. Cost $4.94 Unrealized