ProVise Management Group, LLC Diversified Active

CIK: 0001305707 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 8, 2015

Total Value ($000): $472,444 (100.0% shares, 0.0% debt)

Holdings (305)

VIG VANGUARD SPECIALIZED PORTFOL 5.9%
Value ($000) $27,783 Shares 345,255 Est. Cost $66.84 Unrealized
SDY SPDR SERIES TRUST 3.7%
Value ($000) $17,534 Shares 224,223 Est. Cost $67.66 Unrealized
IJR ISHARES TR 2.5%
Value ($000) $11,863 Shares 100,504 Est. Cost $93.79 Unrealized
SCHA SCHWAB STRATEGIC TR 1.9%
Value ($000) $8,780 Shares 152,475 Est. Cost $55.42 Unrealized
SDOG ALPS ETF TR 1.7%
Value ($000) $8,226 Shares 221,798 Est. Cost $35.59 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $8,081 Shares 80,332 Est. Cost $61.20 Unrealized +22.7%
DON WISDOMTREE TR 1.6%
Value ($000) $7,587 Shares 88,140 Est. Cost $82.04 Unrealized
PEP PEPSICO INC 1.5%
Value ($000) $7,023 Shares 73,692 Est. Cost $56.53 Unrealized +23.3%
GENERAL ELECTRIC CO 1.5%
Value ($000) $7,021 Shares 283,658 Est. Cost $23.69 Unrealized
HDV ISHARES TR 1.4%
Value ($000) $6,447 Shares 85,971 Est. Cost $66.34 Unrealized
KO COCA COLA CO 1.2%
Value ($000) $5,806 Shares 143,184 Est. Cost $27.54 Unrealized +7.5%
VUG VANGUARD INDEX FDS 1.2%
Value ($000) $5,788 Shares 55,328 Est. Cost $79.45 Unrealized
SCHM SCHWAB STRATEGIC TR 1.2%
Value ($000) $5,728 Shares 132,764 Est. Cost $37.61 Unrealized
BLACKROCK INC 1.2%
Value ($000) $5,602 Shares 15,313 Est. Cost $307.58 Unrealized
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $5,573 Shares 68,003 Est. Cost $56.83 Unrealized +11.9%
ABT ABBOTT LABS 1.2%
Value ($000) $5,539 Shares 119,557 Est. Cost $29.47 Unrealized +27.0%
WFC WELLS FARGO & CO NEW 1.1%
Value ($000) $5,335 Shares 98,067 Est. Cost $29.11 Unrealized +36.9%
IJH ISHARES TR 1.1%
Value ($000) $5,301 Shares 34,880 Est. Cost $121.31 Unrealized
SCHD SCHWAB STRATEGIC TR 1.1%
Value ($000) $4,971 Shares 126,126 Est. Cost $36.92 Unrealized
IWF ISHARES TR 1.0%
Value ($000) $4,626 Shares 46,759 Est. Cost $73.73 Unrealized
CVX CHEVRON CORP NEW 0.9%
Value ($000) $4,483 Shares 42,697 Est. Cost $72.23 Unrealized -7.4%
NVS NOVARTIS A G 0.9%
Value ($000) $4,473 Shares 45,363 Est. Cost $76.63 Unrealized
VTV VANGUARD INDEX FDS 0.9%
Value ($000) $4,366 Shares 52,158 Est. Cost $68.06 Unrealized
CLX CLOROX CO DEL 0.9%
Value ($000) $4,252 Shares 38,518 Est. Cost $62.34 Unrealized +28.2%
PFE PFIZER INC 0.9%
Value ($000) $4,184 Shares 120,266 Est. Cost $16.51 Unrealized +21.8%
EPD ENTERPRISE PRODS PARTNERS L 0.9%
Value ($000) $4,151 Shares 126,077 Est. Cost $49.30 Unrealized
V VISA INC 0.9%
Value ($000) $4,140 Shares 63,292 Est. Cost $58.52 Unrealized +4.7%
SPECTRA ENERGY CORP 0.9%
Value ($000) $4,114 Shares 113,759 Est. Cost $35.73 Unrealized
UNILEVER PLC 0.9%
Value ($000) $4,056 Shares 97,248 Est. Cost $40.38 Unrealized
SCHG SCHWAB STRATEGIC TR 0.8%
Value ($000) $3,905 Shares 72,484 Est. Cost $46.11 Unrealized
KRAFT FOODS GROUP INC 0.8%
Value ($000) $3,809 Shares 43,723 Est. Cost $56.43 Unrealized
FNDA SCHWAB STRATEGIC TR 0.8%
Value ($000) $3,805 Shares 122,616 Est. Cost $29.50 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $3,799 Shares 30,531 Est. Cost $19.29 Unrealized +39.2%
EFA ISHARES TR 0.8%
Value ($000) $3,760 Shares 58,607 Est. Cost $61.21 Unrealized
ITC HLDGS CORP 0.7%
Value ($000) $3,485 Shares 93,094 Est. Cost $52.22 Unrealized
PM PHILIP MORRIS INTL INC 0.7%
Value ($000) $3,326 Shares 44,152 Est. Cost $48.16 Unrealized -2.3%
SCHV SCHWAB STRATEGIC TR 0.7%
Value ($000) $3,213 Shares 74,244 Est. Cost $42.46 Unrealized
HEALTH CARE REIT INC 0.7%
Value ($000) $3,197 Shares 41,317 Est. Cost $66.71 Unrealized
ENB ENBRIDGE INC 0.7%
Value ($000) $3,186 Shares 66,015 Est. Cost $22.22 Unrealized +17.4%
EFAV ISHARES TR 0.7%
Value ($000) $3,089 Shares 46,887 Est. Cost $61.11 Unrealized
AEP AMERICAN ELEC PWR INC 0.7%
Value ($000) $3,084 Shares 54,816 Est. Cost $32.55 Unrealized +24.0%
MCD MCDONALDS CORP 0.6%
Value ($000) $2,966 Shares 30,433 Est. Cost $71.44 Unrealized +1.0%
POWERSHARES ETF TRUST II 0.6%
Value ($000) $2,920 Shares 121,221 Est. Cost $24.54 Unrealized
GIS GENERAL MLS INC 0.6%
Value ($000) $2,860 Shares 50,527 Est. Cost $32.45 Unrealized +12.9%
CVS CVS HEALTH CORP 0.6%
Value ($000) $2,780 Shares 26,934 Est. Cost $41.63 Unrealized +78.4%
O REALTY INCOME CORP 0.6%
Value ($000) $2,748 Shares 53,238 Est. Cost $24.78 Unrealized +21.4%
EXPRESS SCRIPTS HLDG CO 0.6%
Value ($000) $2,729 Shares 31,459 Est. Cost $71.07 Unrealized
MARKET VECTORS ETF TR 0.5%
Value ($000) $2,589 Shares 85,434 Est. Cost $25.86 Unrealized
BLACKROCK CORE BD TR 0.5%
Value ($000) $2,548 Shares 184,365 Est. Cost $13.55 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.5%
Value ($000) $2,536 Shares 33,062 Est. Cost $78.24 Unrealized
SCHF SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,516 Shares 83,231 Est. Cost $31.09 Unrealized
PFF ISHARES 0.5%
Value ($000) $2,454 Shares 61,195 Est. Cost $39.28 Unrealized
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $2,387 Shares 24,617 Est. Cost $66.34 Unrealized +4.6%
VTIP VANGUARD MALVERN FDS 0.5%
Value ($000) $2,354 Shares 48,573 Est. Cost $49.44 Unrealized
RYDEX ETF TRUST 0.5%
Value ($000) $2,341 Shares 15,084 Est. Cost $126.75 Unrealized
RYDEX ETF TRUST 0.5%
Value ($000) $2,340 Shares 26,033 Est. Cost $87.24 Unrealized
BSV VANGUARD BD INDEX FD INC 0.5%
Value ($000) $2,332 Shares 28,966 Est. Cost $80.06 Unrealized
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,316 Shares 55,879 Est. Cost $32.80 Unrealized
CELGENE CORP 0.5%
Value ($000) $2,265 Shares 19,647 Est. Cost $102.68 Unrealized
DWX SPDR INDEX SHS FDS 0.5%
Value ($000) $2,262 Shares 53,949 Est. Cost $44.36 Unrealized
VO VANGUARD INDEX FDS 0.5%
Value ($000) $2,221 Shares 16,734 Est. Cost $107.65 Unrealized
EMR EMERSON ELEC CO 0.5%
Value ($000) $2,209 Shares 39,018 Est. Cost $44.70 Unrealized -2.9%
VOT VANGUARD INDEX FDS 0.5%
Value ($000) $2,139 Shares 19,802 Est. Cost $97.42 Unrealized
VNQ VANGUARD INDEX FDS 0.4%
Value ($000) $2,089 Shares 24,775 Est. Cost $68.70 Unrealized
SNY SANOFI 0.4%
Value ($000) $2,068 Shares 41,830 Est. Cost $51.18 Unrealized
SCHH SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,049 Shares 50,529 Est. Cost $40.55 Unrealized
SCHX SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,034 Shares 41,038 Est. Cost $47.78 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $2,023 Shares 33,392 Est. Cost $36.68 Unrealized +20.7%
NATIONAL GRID PLC 0.4%
Value ($000) $1,996 Shares 30,884 Est. Cost $59.46 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,962 Shares 37,092 Est. Cost $51.37 Unrealized
RYDEX ETF TRUST 0.4%
Value ($000) $1,955 Shares 21,333 Est. Cost $80.23 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,935 Shares 22,757 Est. Cost $53.85 Unrealized +3.2%
RYDEX ETF TRUST 0.4%
Value ($000) $1,874 Shares 20,387 Est. Cost $78.21 Unrealized
RWO SPDR INDEX SHS FDS 0.4%
Value ($000) $1,864 Shares 37,502 Est. Cost $45.67 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $1,864 Shares 25,057 Est. Cost $32.27 Unrealized +82.6%
VBK VANGUARD INDEX FDS 0.4%
Value ($000) $1,852 Shares 14,059 Est. Cost $112.82 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $1,822 Shares 58,240 Est. Cost $17.19 Unrealized +51.3%
VBR VANGUARD INDEX FDS 0.4%
Value ($000) $1,768 Shares 16,159 Est. Cost $94.31 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $1,767 Shares 30,194 Est. Cost $27.46 Unrealized +41.5%
T AT&T INC 0.4%
Value ($000) $1,747 Shares 53,511 Est. Cost $11.42 Unrealized +3.3%
AMERIGAS PARTNERS L P 0.4%
Value ($000) $1,746 Shares 36,576 Est. Cost $47.84 Unrealized
WESTERN ASSET PREMIER BD FD 0.4%
Value ($000) $1,717 Shares 123,131 Est. Cost $14.51 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $1,716 Shares 26,600 Est. Cost $29.34 Unrealized +48.1%
VOE VANGUARD INDEX FDS 0.4%
Value ($000) $1,712 Shares 18,630 Est. Cost $84.79 Unrealized
SO SOUTHERN CO 0.4%
Value ($000) $1,700 Shares 38,397 Est. Cost $26.99 Unrealized +11.0%
BLACKROCK CR ALLCTN INC TR 0.4%
Value ($000) $1,687 Shares 125,310 Est. Cost $13.06 Unrealized
WMT WAL-MART STORES INC 0.4%
Value ($000) $1,687 Shares 20,502 Est. Cost $19.99 Unrealized +15.3%
IJK ISHARES TR 0.3%
Value ($000) $1,647 Shares 9,603 Est. Cost $138.37 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,644 Shares 26,910 Est. Cost $60.89 Unrealized
GOOGLE INC 0.3%
Value ($000) $1,633 Shares 2,943 Est. Cost $845.80 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.3%
Value ($000) $1,631 Shares 30,904 Est. Cost $27.64 Unrealized +74.3%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,597 Shares 23,034 Est. Cost $44.38 Unrealized +21.0%
SCHW SCHWAB CHARLES CORP NEW 0.3%
Value ($000) $1,577 Shares 51,827 Est. Cost $16.19 Unrealized +56.9%
DVY ISHARES TR 0.3%
Value ($000) $1,541 Shares 19,762 Est. Cost $65.84 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,493 Shares 30,710 Est. Cost $26.99 Unrealized +2.3%
IWR ISHARES TR 0.3%
Value ($000) $1,492 Shares 8,618 Est. Cost $130.92 Unrealized
MET METLIFE INC 0.3%
Value ($000) $1,473 Shares 29,139 Est. Cost $25.70 Unrealized +21.4%
PRICELINE GRP INC 0.3%
Value ($000) $1,454 Shares 1,249 Est. Cost $1164.13 Unrealized
GLAXOSMITHKLINE PLC 0.3%
Value ($000) $1,445 Shares 31,297 Est. Cost $50.29 Unrealized
ALPS ETF TR 0.3%
Value ($000) $1,444 Shares 87,170 Est. Cost $18.42 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $1,384 Shares 17,717 Est. Cost $67.85 Unrealized +4.7%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,382 Shares 14,587 Est. Cost $25.99 Unrealized +39.0%
HD HOME DEPOT INC 0.3%
Value ($000) $1,373 Shares 12,159 Est. Cost $56.05 Unrealized +52.2%
GOOGLE INC 0.3%
Value ($000) $1,370 Shares 2,500 Est. Cost $574.23 Unrealized
BLACKROCK FLOAT RATE OME STR 0.3%
Value ($000) $1,331 Shares 95,800 Est. Cost $15.14 Unrealized
CMP COMPASS MINERALS INTL INC 0.3%
Value ($000) $1,321 Shares 14,170 Est. Cost $57.41 Unrealized +13.6%
DGS WISDOMTREE TR 0.3%
Value ($000) $1,310 Shares 29,613 Est. Cost $46.05 Unrealized
ENERGY TRANSFER PRTNRS L P 0.3%
Value ($000) $1,302 Shares 23,351 Est. Cost $50.54 Unrealized
SENIOR HSG PPTYS TR 0.3%
Value ($000) $1,294 Shares 58,308 Est. Cost $25.93 Unrealized
BA BOEING CO 0.3%
Value ($000) $1,280 Shares 8,533 Est. Cost $93.89 Unrealized +36.1%
IVW ISHARES TR 0.3%
Value ($000) $1,267 Shares 11,122 Est. Cost $96.53 Unrealized
BLACKSTONE GROUP L P 0.3%
Value ($000) $1,209 Shares 31,100 Est. Cost $29.89 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,204 Shares 8,870 Est. Cost $76.14 Unrealized +42.3%
KKR & CO L P DEL 0.3%
Value ($000) $1,194 Shares 52,335 Est. Cost $22.42 Unrealized
ET ENERGY TRANSFER EQUITY L P 0.2%
Value ($000) $1,170 Shares 18,462 Est. Cost $53.50 Unrealized
DEM WISDOMTREE TR 0.2%
Value ($000) $1,170 Shares 27,512 Est. Cost $48.33 Unrealized
BLACKROCK MUNICIPAL BOND TR 0.2%
Value ($000) $1,155 Shares 69,617 Est. Cost $15.72 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $1,150 Shares 9,384 Est. Cost $95.47 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $1,149 Shares 13,770 Est. Cost $72.13 Unrealized -15.0%
MA MASTERCARD INC 0.2%
Value ($000) $1,148 Shares 13,287 Est. Cost $74.77 Unrealized +8.7%
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $1,142 Shares 25,400 Est. Cost $28.73 Unrealized +41.5%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1,085 Shares 20,000 Est. Cost $30.75 Unrealized +39.8%
NVO NOVO-NORDISK A S 0.2%
Value ($000) $1,073 Shares 20,068 Est. Cost $64.55 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,061 Shares 25,955 Est. Cost $40.26 Unrealized
NUVEEN FLTNG RTE INCM OPP FD 0.2%
Value ($000) $1,032 Shares 88,806 Est. Cost $12.29 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $1,023 Shares 28,343 Est. Cost $23.21 Unrealized +22.0%
TWENTY FIRST CENTY FOX INC 0.2%
Value ($000) $1,019 Shares 31,000 Est. Cost $33.94 Unrealized
TOTAL S A 0.2%
Value ($000) $1,018 Shares 20,500 Est. Cost $48.83 Unrealized
FAST FASTENAL CO 0.2%
Value ($000) $1,013 Shares 24,432 Est. Cost $8.09 Unrealized 0.0%
PAYX PAYCHEX INC 0.2%
Value ($000) $1,004 Shares 20,228 Est. Cost $25.10 Unrealized +39.2%
BAX BAXTER INTL INC 0.2%
Value ($000) $966 Shares 14,111 Est. Cost $30.35 Unrealized +4.3%
BLACKROCK LTD DURATION INC T 0.2%
Value ($000) $957 Shares 60,661 Est. Cost $16.73 Unrealized
MARKET VECTORS ETF TR 0.2%
Value ($000) $942 Shares 30,062 Est. Cost $30.17 Unrealized
EBAY EBAY INC 0.2%
Value ($000) $927 Shares 16,068 Est. Cost $20.08 Unrealized +5.7%
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $894 Shares 12,508 Est. Cost $52.96 Unrealized
BAC BANK AMER CORP 0.2%
Value ($000) $876 Shares 56,929 Est. Cost $10.06 Unrealized +26.8%
BP BP PLC 0.2%
Value ($000) $863 Shares 22,055 Est. Cost $42.40 Unrealized
POWERSHARES ETF TRUST 0.2%
Value ($000) $863 Shares 46,406 Est. Cost $17.88 Unrealized
NEUBERGER BERMAN INTER MUNI 0.2%
Value ($000) $821 Shares 52,797 Est. Cost $14.57 Unrealized
CHAMBERS STR PPTYS 0.2%
Value ($000) $790 Shares 100,266 Est. Cost $9.72 Unrealized
VDC VANGUARD WORLD FDS 0.2%
Value ($000) $778 Shares 6,128 Est. Cost $117.77 Unrealized
MSCI MSCI INC 0.2%
Value ($000) $769 Shares 12,535 Est. Cost $49.49 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $763 Shares 4,805 Est. Cost $116.87 Unrealized -17.5%
DEO DIAGEO P L C 0.2%
Value ($000) $733 Shares 6,632 Est. Cost $119.25 Unrealized
MUB ISHARES 0.2%
Value ($000) $717 Shares 6,482 Est. Cost $106.06 Unrealized
XMUIX BLACKROCK MUNI INTER DR FD I 0.2%
Value ($000) $715 Shares 48,698 Est. Cost $14.61 Unrealized
BIDU BAIDU INC 0.2%
Value ($000) $714 Shares 3,425 Est. Cost $127.10 Unrealized
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $710 Shares 14,065 Est. Cost $47.13 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.2%
Value ($000) $709 Shares 7,222 Est. Cost $54.86 Unrealized +25.3%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $706 Shares 7,195 Est. Cost $49.18 Unrealized +43.5%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $680 Shares 5,805 Est. Cost $102.51 Unrealized
PIMCO DYNAMIC INCOME FD 0.1%
Value ($000) $678 Shares 23,372 Est. Cost $30.36 Unrealized
FEDERATED PREM MUN INC FD 0.1%
Value ($000) $678 Shares 45,250 Est. Cost $14.76 Unrealized
RXI ISHARES 0.1%
Value ($000) $656 Shares 7,250 Est. Cost $90.48 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $648 Shares 8,167 Est. Cost $68.57 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $645 Shares 7,076 Est. Cost $55.61 Unrealized +56.6%
DREYFUS STRATEGIC MUNS INC 0.1%
Value ($000) $638 Shares 76,058 Est. Cost $8.38 Unrealized
DREYFUS STRATEGIC MUN BD FD 0.1%
Value ($000) $626 Shares 77,442 Est. Cost $8.03 Unrealized
BLACKROCK MUNIHLDGS FD II IN 0.1%
Value ($000) $622 Shares 40,325 Est. Cost $15.08 Unrealized
SUNEDISON INC 0.1%
Value ($000) $620 Shares 25,850 Est. Cost $10.83 Unrealized
NUSTAR ENERGY LP 0.1%
Value ($000) $619 Shares 10,200 Est. Cost $45.76 Unrealized
AETNA INC NEW 0.1%
Value ($000) $613 Shares 5,751 Est. Cost $88.85 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $612 Shares 15,072 Est. Cost $29.81 Unrealized +24.9%
HAL HALLIBURTON CO 0.1%
Value ($000) $607 Shares 13,820 Est. Cost $34.89 Unrealized -3.1%
PDM PIEDMONT OFFICE REALTY TR IN 0.1%
Value ($000) $604 Shares 32,432 Est. Cost $17.87 Unrealized
DSI ISHARES 0.1%
Value ($000) $601 Shares 7,781 Est. Cost $60.49 Unrealized
DEUTSCHE MUN INCOME 0.1%
Value ($000) $598 Shares 42,717 Est. Cost $13.20 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $595 Shares 6,950 Est. Cost $45.34 Unrealized +49.7%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $576 Shares 7,647 Est. Cost $66.91 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $572 Shares 8,135 Est. Cost $70.31 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $572 Shares 11,422 Est. Cost $16.41 Unrealized +59.6%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $566 Shares 10,440 Est. Cost $55.87 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $565 Shares 6,865 Est. Cost $42.19 Unrealized +84.4%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $564 Shares 2,783 Est. Cost $80.10 Unrealized +83.7%
EEM ISHARES TR 0.1%
Value ($000) $559 Shares 13,924 Est. Cost $38.51 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $552 Shares 7,615 Est. Cost $63.92 Unrealized
IP INTL PAPER CO 0.1%
Value ($000) $549 Shares 9,900 Est. Cost $26.04 Unrealized +25.8%
IDV ISHARES 0.1%
Value ($000) $547 Shares 16,259 Est. Cost $33.72 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $538 Shares 12,460 Est. Cost $27.60 Unrealized +33.5%
LAZARD LTD 0.1%
Value ($000) $536 Shares 10,200 Est. Cost $52.55 Unrealized
SCHR SCHWAB STRATEGIC TR 0.1%
Value ($000) $531 Shares 9,776 Est. Cost $53.59 Unrealized
EMN EASTMAN CHEM CO 0.1%
Value ($000) $530 Shares 7,650 Est. Cost $54.65 Unrealized -6.6%
PSA PUBLIC STORAGE 0.1%
Value ($000) $529 Shares 2,681 Est. Cost $111.14 Unrealized +16.4%
DREYFUS MUN INCOME INC 0.1%
Value ($000) $520 Shares 53,830 Est. Cost $9.29 Unrealized
MMM 3M CO 0.1%
Value ($000) $519 Shares 3,150 Est. Cost $61.26 Unrealized +58.1%
ENLINK MIDSTREAM PARTNERS LP 0.1%
Value ($000) $517 Shares 20,900 Est. Cost $30.40 Unrealized
SPDR SERIES TRUST 0.1%
Value ($000) $516 Shares 21,325 Est. Cost $23.92 Unrealized
NTT DOCOMO INC 0.1%
Value ($000) $501 Shares 28,742 Est. Cost $15.68 Unrealized
HOSPITALITY PPTYS TR 0.1%
Value ($000) $501 Shares 15,183 Est. Cost $26.29 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $496 Shares 17,990 Est. Cost $15.81 Unrealized +27.1%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $484 Shares 8,670 Est. Cost $55.82 Unrealized
RCI ROGERS COMMUNICATIONS INC 0.1%
Value ($000) $481 Shares 14,374 Est. Cost $43.30 Unrealized -16.7%
VXUS VANGUARD STAR FD 0.1%
Value ($000) $477 Shares 9,469 Est. Cost $46.39 Unrealized
TRANSCANADA CORP 0.1%
Value ($000) $471 Shares 11,019 Est. Cost $44.81 Unrealized
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $445 Shares 7,000 Est. Cost $25.39 Unrealized +44.0%
DEUTSCHE STRATEGIC INCOME TR 0.1%
Value ($000) $443 Shares 38,000 Est. Cost $12.14 Unrealized
SPIRIT AIRLS INC 0.1%
Value ($000) $441 Shares 5,700 Est. Cost $75.97 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.1%
Value ($000) $431 Shares 25,200 Est. Cost $7.27 Unrealized +10.0%
EATON VANCE LTD DUR INCOME F 0.1%
Value ($000) $425 Shares 29,547 Est. Cost $15.75 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $424 Shares 5,001 Est. Cost $76.18 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $423 Shares 17,376 Est. Cost $25.25 Unrealized
STPZ PIMCO ETF TR 0.1%
Value ($000) $421 Shares 8,106 Est. Cost $52.68 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $419 Shares 4,002 Est. Cost $66.12 Unrealized +38.9%
TRAVELCENTERS AMER LLC 0.1%
Value ($000) $410 Shares 23,490 Est. Cost $11.02 Unrealized
DOW CHEM CO 0.1%
Value ($000) $408 Shares 8,505 Est. Cost $45.88 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $403 Shares 2,522 Est. Cost $74.39 Unrealized +54.6%
IJT ISHARES TR 0.1%
Value ($000) $403 Shares 3,098 Est. Cost $106.92 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $394 Shares 4,900 Est. Cost $39.62 Unrealized +27.4%
E M C CORP MASS 0.1%
Value ($000) $394 Shares 15,401 Est. Cost $23.88 Unrealized
NATIONAL OILWELL VARCO INC 0.1%
Value ($000) $393 Shares 7,875 Est. Cost $70.71 Unrealized
NUVEEN MULTI MKT INCOME FD 0.1%
Value ($000) $389 Shares 51,315 Est. Cost $7.55 Unrealized
APOLLO GLOBAL MGMT LLC 0.1%
Value ($000) $387 Shares 17,900 Est. Cost $21.62 Unrealized
POWERSHARES ETF TRUST II 0.1%
Value ($000) $385 Shares 16,158 Est. Cost $24.41 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $379 Shares 3,534 Est. Cost $63.73 Unrealized +19.8%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $376 Shares 9,000 Est. Cost $25.02 Unrealized +30.0%
JPMORGAN CHASE & CO 0.1%
Value ($000) $372 Shares 8,700 Est. Cost $46.55 Unrealized
POWERSHARES GLOBAL ETF TRUST 0.1%
Value ($000) $370 Shares 24,826 Est. Cost $14.90 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $370 Shares 14,627 Est. Cost $26.59 Unrealized
IDOG ALPS ETF TR 0.1%
Value ($000) $366 Shares 13,580 Est. Cost $26.95 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $366 Shares 3,646 Est. Cost $62.99 Unrealized +24.3%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $363 Shares 15,078 Est. Cost $22.48 Unrealized
FIRST POTOMAC RLTY TR 0.1%
Value ($000) $358 Shares 30,100 Est. Cost $13.06 Unrealized
CM CDN IMPERIAL BK COMM TORONTO 0.1%
Value ($000) $355 Shares 4,902 Est. Cost $25.54 Unrealized -12.4%
FEDERATED PREM INTR MUN INC 0.1%
Value ($000) $353 Shares 27,133 Est. Cost $13.01 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $351 Shares 7,200 Est. Cost $53.92 Unrealized
SHIP FINANCE INTERNATIONAL L 0.1%
Value ($000) $349 Shares 23,600 Est. Cost $18.59 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $345 Shares 4,261 Est. Cost $51.76 Unrealized +5.5%
YUM YUM BRANDS INC 0.1%
Value ($000) $343 Shares 4,580 Est. Cost $39.46 Unrealized +12.8%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $342 Shares 4,410 Est. Cost $89.49 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.1%
Value ($000) $339 Shares 7,900 Est. Cost $46.04 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.1%
Value ($000) $338 Shares 8,055 Est. Cost $27.23 Unrealized +4.7%
USMV ISHARES TR 0.1%
Value ($000) $338 Shares 8,184 Est. Cost $33.33 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $338 Shares 3,623 Est. Cost $54.85 Unrealized +28.4%
USB US BANCORP DEL 0.1%
Value ($000) $326 Shares 7,483 Est. Cost $22.90 Unrealized +30.1%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $325 Shares 13,468 Est. Cost $21.99 Unrealized
TM TOYOTA MOTOR CORP 0.1%
Value ($000) $322 Shares 2,300 Est. Cost $140.00 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $322 Shares 5,132 Est. Cost $69.51 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $314 Shares 2,317 Est. Cost $118.40 Unrealized
MICROSEMI CORP 0.1%
Value ($000) $312 Shares 8,800 Est. Cost $22.75 Unrealized
FNDB SCHWAB STRATEGIC TR 0.1%
Value ($000) $310 Shares 10,304 Est. Cost $28.26 Unrealized
NUVEEN DIV ADVANTAGE MUN FD 0.1%
Value ($000) $297 Shares 20,916 Est. Cost $13.97 Unrealized
ODYSSEY MARINE EXPLORATION I 0.1%
Value ($000) $295 Shares 421,820 Est. Cost $2.96 Unrealized
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $291 Shares 4,351 Est. Cost $55.81 Unrealized 0.0%
SPECTRA ENERGY PARTNERS LP 0.1%
Value ($000) $288 Shares 5,560 Est. Cost $53.30 Unrealized
BEN FRANKLIN RES INC 0.1%
Value ($000) $287 Shares 5,600 Est. Cost $29.40 Unrealized +9.8%
IJJ ISHARES TR 0.1%
Value ($000) $286 Shares 2,184 Est. Cost $126.83 Unrealized
ALSN ALLISON TRANSMISSION HLDGS I 0.1%
Value ($000) $284 Shares 8,905 Est. Cost $23.92 Unrealized +11.6%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $283 Shares 1,372 Est. Cost $199.64 Unrealized
WESTERN ASSET VAR RT STRG FD 0.1%
Value ($000) $280 Shares 16,905 Est. Cost $17.22 Unrealized
QRVO QORVO INC 0.1%
Value ($000) $278 Shares 3,488 Est. Cost $71.21 Unrealized 0.0%
AFFYMETRIX INC 0.1%
Value ($000) $277 Shares 22,065 Est. Cost $12.55 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $272 Shares 2,294 Est. Cost $117.81 Unrealized
HOME PROPERTIES INC 0.1%
Value ($000) $270 Shares 3,900 Est. Cost $65.38 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $267 Shares 2,300 Est. Cost $74.44 Unrealized +29.4%
QCOM QUALCOMM INC 0.1%
Value ($000) $266 Shares 3,832 Est. Cost $45.30 Unrealized +14.0%
EZU ISHARES 0.1%
Value ($000) $266 Shares 6,900 Est. Cost $38.55 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $265 Shares 4,504 Est. Cost $40.10 Unrealized +30.7%
DISCOVER FINL SVCS 0.1%
Value ($000) $260 Shares 4,609 Est. Cost $62.01 Unrealized
SGMO SANGAMO BIOSCIENCES INC 0.1%
Value ($000) $257 Shares 16,364 Est. Cost $15.47 Unrealized 0.0%
ISHARES 0.1%
Value ($000) $251 Shares 20,008 Est. Cost $12.27 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $250 Shares 3,400 Est. Cost $44.67 Unrealized +23.5%
TCW STRATEGIC INCOME FUND IN 0.1%
Value ($000) $249 Shares 46,050 Est. Cost $5.51 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $247 Shares 11,791 Est. Cost $0.47 Unrealized +9.6%
ELLIS PERRY INTL INC 0.1%
Value ($000) $247 Shares 10,685 Est. Cost $25.74 Unrealized
MANNKIND CORP 0.1%
Value ($000) $244 Shares 47,015 Est. Cost $5.38 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.1%
Value ($000) $242 Shares 11,500 Est. Cost $20.88 Unrealized
EEMV ISHARES 0.1%
Value ($000) $240 Shares 4,056 Est. Cost $57.22 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $240 Shares 1,292 Est. Cost $188.35 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $239 Shares 4,350 Est. Cost $40.73 Unrealized 0.0%
SWIFT TRANSN CO 0.1%
Value ($000) $237 Shares 9,100 Est. Cost $28.46 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $235 Shares 2,539 Est. Cost $92.56 Unrealized
MXI ISHARES 0.0%
Value ($000) $233 Shares 4,100 Est. Cost $53.27 Unrealized
NGL NGL ENERGY PARTNERS LP 0.0%
Value ($000) $231 Shares 8,800 Est. Cost $30.23 Unrealized
FR FIRST INDUSTRIAL REALTY TRUS 0.0%
Value ($000) $231 Shares 10,765 Est. Cost $15.14 Unrealized
BLACKROCK MUNIHLDS INVSTM QL 0.0%
Value ($000) $231 Shares 16,000 Est. Cost $14.19 Unrealized
GLW CORNING INC 0.0%
Value ($000) $225 Shares 9,900 Est. Cost $15.20 Unrealized +17.3%
LLY LILLY ELI & CO 0.0%
Value ($000) $224 Shares 3,077 Est. Cost $44.54 Unrealized +31.6%
CARLYLE GROUP L P 0.0%
Value ($000) $222 Shares 8,200 Est. Cost $27.07 Unrealized
MFS INTER INCOME TR 0.0%
Value ($000) $221 Shares 45,400 Est. Cost $5.52 Unrealized
HIW HIGHWOODS PPTYS INC 0.0%
Value ($000) $221 Shares 4,840 Est. Cost $44.21 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $220 Shares 1,974 Est. Cost $109.70 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $218 Shares 2,410 Est. Cost $90.46 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $218 Shares 1 Est. Cost $165023.42 Unrealized +33.9%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $214 Shares 2,437 Est. Cost $85.76 Unrealized
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $212 Shares 10,000 Est. Cost $20.80 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $202 Shares 1,458 Est. Cost $104.83 Unrealized 0.0%
IVV ISHARES TR 0.0%
Value ($000) $201 Shares 966 Est. Cost $196.94 Unrealized
BLACKROCK MUNIYIELD QLTY FD 0.0%
Value ($000) $196 Shares 13,783 Est. Cost $14.08 Unrealized
MWA MUELLER WTR PRODS INC 0.0%
Value ($000) $195 Shares 19,750 Est. Cost $5.51 Unrealized +46.8%
LEGACY RESVS LP 0.0%
Value ($000) $194 Shares 19,200 Est. Cost $26.54 Unrealized
ORANY ORANGE 0.0%
Value ($000) $186 Shares 11,600 Est. Cost $12.53 Unrealized
HANCOCK JOHN INVS TR 0.0%
Value ($000) $186 Shares 10,559 Est. Cost $19.82 Unrealized
WALTER INVT MGMT CORP 0.0%
Value ($000) $184 Shares 11,404 Est. Cost $33.80 Unrealized
HANCOCK JOHN PREMUIM DIV FD 0.0%
Value ($000) $175 Shares 12,597 Est. Cost $13.26 Unrealized
BLACKROCK MUNIASSETS FD INC 0.0%
Value ($000) $155 Shares 11,000 Est. Cost $12.62 Unrealized
BLACKROCK INCOME TR INC 0.0%
Value ($000) $144 Shares 22,410 Est. Cost $6.81 Unrealized
WESTERN ASSET INTM MUNI FD I 0.0%
Value ($000) $142 Shares 14,100 Est. Cost $9.50 Unrealized
BLACKROCK MUNIYLD INVST QLTY 0.0%
Value ($000) $140 Shares 10,000 Est. Cost $14.00 Unrealized
PUTMAN HIGH INCOME SEC FUND 0.0%
Value ($000) $136 Shares 16,708 Est. Cost $7.88 Unrealized
ALLIANZGI CONV & INCOME FD 0.0%
Value ($000) $105 Shares 11,453 Est. Cost $9.52 Unrealized
CGEN COMPUGEN LTD 0.0%
Value ($000) $99 Shares 14,000 Est. Cost $8.18 Unrealized 0.0%
RITE AID CORP 0.0%
Value ($000) $96 Shares 11,000 Est. Cost $8.73 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value ($000) $87 Shares 11,650 Est. Cost $6.52 Unrealized
MFS MULTIMARKET INCOME TR 0.0%
Value ($000) $84 Shares 13,203 Est. Cost $6.66 Unrealized
NOVAVAX INC 0.0%
Value ($000) $83 Shares 10,000 Est. Cost $5.90 Unrealized