FORVIS Wealth Advisors, LLC Diversified Active

CIK: 0001352864 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 8, 2015

Total Value ($000): $667,191 (100.0% shares, 0.0% debt)

Holdings (182)

VEU VANGUARD INTL EQUITY INDEX F 18.6%
Value ($000) $124,181 Shares 2,557,789 Est. Cost $49.01 Unrealized
VTI VANGUARD INDEX FDS 10.2%
Value ($000) $68,041 Shares 635,779 Est. Cost $97.96 Unrealized
POWERSHARES ETF TRUST 7.1%
Value ($000) $47,536 Shares 524,213 Est. Cost $79.10 Unrealized
IVV ISHARES TR 6.3%
Value ($000) $41,879 Shares 202,098 Est. Cost $168.90 Unrealized
SCZ ISHARES 5.8%
Value ($000) $38,837 Shares 761,205 Est. Cost $49.07 Unrealized
IJH ISHARES TR 3.8%
Value ($000) $25,124 Shares 167,513 Est. Cost $125.19 Unrealized
POWERSHARES GLOBAL ETF TRUST 3.0%
Value ($000) $19,959 Shares 490,155 Est. Cost $42.30 Unrealized
GSBC GREAT SOUTHN BANCORP INC 2.8%
Value ($000) $18,671 Shares 443,061 Est. Cost $37.60 Unrealized +6.1%
POWERSHARES ETF TRUST 2.5%
Value ($000) $16,744 Shares 161,368 Est. Cost $94.98 Unrealized
EFA ISHARES TR 2.4%
Value ($000) $15,967 Shares 251,493 Est. Cost $63.43 Unrealized
F FORD MTR CO DEL 2.3%
Value ($000) $15,267 Shares 1,017,144 Est. Cost $7.61 Unrealized +15.1%
JKHY HENRY JACK & ASSOC INC 1.9%
Value ($000) $12,932 Shares 199,883 Est. Cost $42.43 Unrealized +37.5%
EFAV ISHARES TR 1.8%
Value ($000) $11,705 Shares 179,283 Est. Cost $61.50 Unrealized
USMV ISHARES TR 1.6%
Value ($000) $10,762 Shares 266,918 Est. Cost $35.40 Unrealized
SDY SPDR SERIES TRUST 1.3%
Value ($000) $8,787 Shares 115,303 Est. Cost $72.03 Unrealized
POWERSHARES GLOBAL ETF TRUST 1.1%
Value ($000) $7,614 Shares 395,510 Est. Cost $19.84 Unrealized
IWM ISHARES TR 1.0%
Value ($000) $6,951 Shares 55,673 Est. Cost $106.61 Unrealized
IWV ISHARES TR 0.9%
Value ($000) $5,814 Shares 46,892 Est. Cost $101.13 Unrealized
EEMV ISHARES 0.8%
Value ($000) $5,301 Shares 91,907 Est. Cost $58.85 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $5,234 Shares 41,733 Est. Cost $19.90 Unrealized +43.5%
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $4,207 Shares 102,905 Est. Cost $40.37 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW 0.6%
Value ($000) $4,036 Shares 17,858 Est. Cost $8.19 Unrealized +81.0%
DIS DISNEY WALT CO 0.6%
Value ($000) $3,916 Shares 34,307 Est. Cost $58.65 Unrealized +70.5%
PEP PEPSICO INC 0.5%
Value ($000) $3,641 Shares 39,013 Est. Cost $57.11 Unrealized +21.4%
GENERAL ELECTRIC CO 0.5%
Value ($000) $3,584 Shares 134,897 Est. Cost $23.61 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $3,331 Shares 75,446 Est. Cost $27.86 Unrealized +41.0%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $3,220 Shares 33,039 Est. Cost $62.14 Unrealized +19.9%
CSCO CISCO SYS INC 0.5%
Value ($000) $3,092 Shares 112,615 Est. Cost $15.40 Unrealized +33.9%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $3,088 Shares 39,472 Est. Cost $55.79 Unrealized +7.5%
MMM 3M CO 0.5%
Value ($000) $3,077 Shares 19,945 Est. Cost $64.54 Unrealized +46.9%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $2,819 Shares 32,708 Est. Cost $54.99 Unrealized +21.4%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $2,767 Shares 28,683 Est. Cost $70.88 Unrealized -6.2%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $2,760 Shares 24,878 Est. Cost $96.79 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $2,711 Shares 80,858 Est. Cost $16.59 Unrealized +25.2%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $2,693 Shares 27,826 Est. Cost $63.80 Unrealized +26.5%
IWR ISHARES TR 0.4%
Value ($000) $2,686 Shares 15,768 Est. Cost $158.21 Unrealized
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $2,678 Shares 40,937 Est. Cost $44.75 Unrealized +18.4%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,649 Shares 31,836 Est. Cost $54.32 Unrealized -0.1%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $2,644 Shares 39,025 Est. Cost $39.16 Unrealized +25.5%
COP CONOCOPHILLIPS 0.4%
Value ($000) $2,431 Shares 39,579 Est. Cost $44.74 Unrealized +3.7%
WMT WAL-MART STORES INC 0.3%
Value ($000) $2,262 Shares 31,890 Est. Cost $20.34 Unrealized +2.7%
TROW PRICE T ROWE GROUP INC 0.3%
Value ($000) $2,130 Shares 27,404 Est. Cost $48.29 Unrealized +14.1%
DIRECTV 0.3%
Value ($000) $2,073 Shares 22,338 Est. Cost $60.60 Unrealized
APH AMPHENOL CORP NEW 0.3%
Value ($000) $2,032 Shares 35,057 Est. Cost $10.11 Unrealized +28.5%
ELV ANTHEM INC 0.3%
Value ($000) $2,028 Shares 12,357 Est. Cost $105.54 Unrealized +30.3%
EEM ISHARES TR 0.3%
Value ($000) $1,981 Shares 49,992 Est. Cost $40.76 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $1,843 Shares 60,582 Est. Cost $17.96 Unrealized +39.8%
CSX CSX CORP 0.3%
Value ($000) $1,815 Shares 55,579 Est. Cost $6.84 Unrealized +43.7%
CAT CATERPILLAR INC DEL 0.3%
Value ($000) $1,801 Shares 21,231 Est. Cost $62.23 Unrealized +5.8%
CHUBB CORP 0.3%
Value ($000) $1,788 Shares 18,793 Est. Cost $84.87 Unrealized
LABORATORY CORP AMER HLDGS 0.3%
Value ($000) $1,740 Shares 14,353 Est. Cost $99.58 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $1,720 Shares 14,158 Est. Cost $109.49 Unrealized
IYZ ISHARES TR 0.2%
Value ($000) $1,653 Shares 56,452 Est. Cost $26.17 Unrealized
GM GENERAL MTRS CO 0.2%
Value ($000) $1,643 Shares 49,293 Est. Cost $26.24 Unrealized +6.1%
IWB ISHARES TR 0.2%
Value ($000) $1,592 Shares 13,723 Est. Cost $101.98 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,569 Shares 11,528 Est. Cost $114.62 Unrealized +24.4%
SYY SYSCO CORP 0.2%
Value ($000) $1,539 Shares 42,623 Est. Cost $24.45 Unrealized +15.6%
WDC WESTERN DIGITAL CORP 0.2%
Value ($000) $1,475 Shares 18,804 Est. Cost $36.59 Unrealized +64.7%
MARKET VECTORS ETF TR 0.2%
Value ($000) $1,424 Shares 61,393 Est. Cost $23.81 Unrealized
DEM WISDOMTREE TR 0.2%
Value ($000) $1,424 Shares 32,794 Est. Cost $51.41 Unrealized
KRE SPDR SERIES TRUST 0.2%
Value ($000) $1,411 Shares 31,962 Est. Cost $36.64 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,398 Shares 8,595 Est. Cost $115.71 Unrealized -11.0%
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value ($000) $1,380 Shares 29,088 Est. Cost $18.56 Unrealized +5.6%
KO COCA COLA CO 0.2%
Value ($000) $1,336 Shares 34,060 Est. Cost $28.09 Unrealized +3.4%
APACHE CORP 0.2%
Value ($000) $1,326 Shares 23,015 Est. Cost $75.64 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $1,298 Shares 13,106 Est. Cost $98.92 Unrealized
BAX BAXTER INTL INC 0.2%
Value ($000) $1,289 Shares 18,438 Est. Cost $30.36 Unrealized +3.7%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,228 Shares 15,806 Est. Cost $67.19 Unrealized +1.3%
RIG TRANSOCEAN LTD 0.2%
Value ($000) $1,196 Shares 74,176 Est. Cost $22.91 Unrealized -21.4%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $1,150 Shares 16,553 Est. Cost $40.84 Unrealized +29.2%
MRK MERCK & CO INC NEW 0.2%
Value ($000) $1,118 Shares 19,646 Est. Cost $33.39 Unrealized +20.5%
T AT&T INC 0.2%
Value ($000) $1,094 Shares 30,798 Est. Cost $11.27 Unrealized +8.4%
IWD ISHARES TR 0.2%
Value ($000) $1,046 Shares 10,137 Est. Cost $103.08 Unrealized
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,008 Shares 20,827 Est. Cost $40.41 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $995 Shares 9,292 Est. Cost $104.63 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $969 Shares 11,479 Est. Cost $77.55 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $958 Shares 20,559 Est. Cost $27.06 Unrealized +4.7%
CWI SPDR INDEX SHS FDS 0.1%
Value ($000) $953 Shares 27,699 Est. Cost $34.27 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.1%
Value ($000) $914 Shares 15,466 Est. Cost $40.23 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $910 Shares 18,614 Est. Cost $17.34 Unrealized +45.7%
VSS VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $883 Shares 8,666 Est. Cost $99.34 Unrealized
IDU ISHARES TR 0.1%
Value ($000) $883 Shares 8,522 Est. Cost $94.59 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $862 Shares 12,836 Est. Cost $27.89 Unrealized +51.8%
BAC BANK AMER CORP 0.1%
Value ($000) $828 Shares 48,669 Est. Cost $11.37 Unrealized +15.4%
IJR ISHARES TR 0.1%
Value ($000) $817 Shares 6,928 Est. Cost $115.37 Unrealized
TC PIPELINES LP 0.1%
Value ($000) $752 Shares 13,200 Est. Cost $48.71 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $735 Shares 3,570 Est. Cost $187.16 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $702 Shares 8,755 Est. Cost $49.62 Unrealized -2.6%
ORCL ORACLE CORP 0.1%
Value ($000) $684 Shares 16,978 Est. Cost $29.60 Unrealized +25.0%
IYM ISHARES TR 0.1%
Value ($000) $684 Shares 8,492 Est. Cost $67.05 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $671 Shares 7,453 Est. Cost $39.72 Unrealized +30.9%
IJJ ISHARES TR 0.1%
Value ($000) $640 Shares 4,964 Est. Cost $128.74 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $621 Shares 6,529 Est. Cost $71.64 Unrealized +3.5%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $619 Shares 12,325 Est. Cost $49.03 Unrealized
IYG ISHARES TR 0.1%
Value ($000) $616 Shares 6,555 Est. Cost $71.50 Unrealized
ENERGY TRANSFER PRTNRS L P 0.1%
Value ($000) $564 Shares 10,800 Est. Cost $52.04 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $543 Shares 5,991 Est. Cost $91.97 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $538 Shares 5,132 Est. Cost $48.87 Unrealized +54.0%
NUVEEN TAX ADVANTAGED DIV GR 0.1%
Value ($000) $531 Shares 33,517 Est. Cost $15.03 Unrealized
V VISA INC 0.1%
Value ($000) $514 Shares 7,657 Est. Cost $61.67 Unrealized +2.0%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $514 Shares 6,882 Est. Cost $81.40 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $507 Shares 5,318 Est. Cost $73.35 Unrealized +11.8%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $507 Shares 8,990 Est. Cost $15.25 Unrealized +44.2%
VEA VANGUARD TAX MANAGED INTL FD 0.1%
Value ($000) $503 Shares 12,692 Est. Cost $39.85 Unrealized
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $500 Shares 8,892 Est. Cost $30.32 Unrealized +36.5%
MARKET VECTORS ETF TR 0.1%
Value ($000) $497 Shares 27,800 Est. Cost $20.67 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $495 Shares 12,037 Est. Cost $23.21 Unrealized +33.0%
CLX CLOROX CO DEL 0.1%
Value ($000) $494 Shares 4,748 Est. Cost $61.27 Unrealized +30.6%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $490 Shares 7,660 Est. Cost $53.32 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $487 Shares 7,980 Est. Cost $56.89 Unrealized
CELGENE CORP 0.1%
Value ($000) $479 Shares 4,143 Est. Cost $111.80 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $466 Shares 10,748 Est. Cost $26.23 Unrealized +14.0%
BP BP PLC 0.1%
Value ($000) $445 Shares 11,143 Est. Cost $42.20 Unrealized
HOMB HOME BANCSHARES INC 0.1%
Value ($000) $434 Shares 11,880 Est. Cost $10.30 Unrealized +67.8%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $425 Shares 3,634 Est. Cost $59.32 Unrealized +28.1%
IEFA ISHARES TR 0.1%
Value ($000) $399 Shares 6,850 Est. Cost $55.29 Unrealized
JOHNSON CTLS INC 0.1%
Value ($000) $395 Shares 7,975 Est. Cost $38.63 Unrealized
KE KIMBALL ELECTRONICS INC 0.1%
Value ($000) $391 Shares 26,823 Est. Cost $14.44 Unrealized 0.0%
BND VANGUARD BD INDEX FD INC 0.1%
Value ($000) $386 Shares 4,751 Est. Cost $83.29 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $385 Shares 5,789 Est. Cost $31.39 Unrealized +46.6%
ODC OIL DRI CORP AMER 0.1%
Value ($000) $376 Shares 12,384 Est. Cost $18.21 Unrealized -12.7%
IJT ISHARES TR 0.1%
Value ($000) $373 Shares 2,845 Est. Cost $108.32 Unrealized
BANK OF THE OZARKS INC 0.1%
Value ($000) $366 Shares 8,000 Est. Cost $45.00 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $360 Shares 7,341 Est. Cost $29.82 Unrealized +31.9%
BA BOEING CO 0.1%
Value ($000) $352 Shares 2,535 Est. Cost $100.00 Unrealized +28.8%
HD HOME DEPOT INC 0.1%
Value ($000) $348 Shares 3,127 Est. Cost $62.27 Unrealized +39.9%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $346 Shares 11,572 Est. Cost $49.00 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $344 Shares 6,376 Est. Cost $52.38 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $344 Shares 2,823 Est. Cost $51.71 Unrealized +92.6%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $343 Shares 11,260 Est. Cost $30.23 Unrealized
ON ASSIGNMENT INC 0.1%
Value ($000) $334 Shares 8,500 Est. Cost $38.35 Unrealized
MFA FINL INC 0.1%
Value ($000) $334 Shares 45,200 Est. Cost $7.45 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $333 Shares 3,515 Est. Cost $94.45 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $332 Shares 6,004 Est. Cost $36.01 Unrealized +12.6%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $323 Shares 2,280 Est. Cost $72.92 Unrealized +51.3%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $323 Shares 6,106 Est. Cost $31.00 Unrealized +22.6%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $320 Shares 5,326 Est. Cost $17.27 Unrealized +33.1%
PSX PHILLIPS 66 0.0%
Value ($000) $317 Shares 3,941 Est. Cost $49.25 Unrealized +9.0%
KRAFT FOODS GROUP INC 0.0%
Value ($000) $313 Shares 3,674 Est. Cost $52.46 Unrealized
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $309 Shares 3,477 Est. Cost $86.75 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $301 Shares 744 Est. Cost $280.39 Unrealized +43.1%
GOOGLE INC 0.0%
Value ($000) $296 Shares 549 Est. Cost $662.13 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $295 Shares 7,123 Est. Cost $39.10 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $279 Shares 2,568 Est. Cost $111.49 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $275 Shares 4,424 Est. Cost $20.38 Unrealized +20.9%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $270 Shares 7,029 Est. Cost $22.45 Unrealized +8.4%
SBUX STARBUCKS CORP 0.0%
Value ($000) $269 Shares 5,019 Est. Cost $38.84 Unrealized +5.4%
AMZN AMAZON COM INC 0.0%
Value ($000) $263 Shares 607 Est. Cost $17.70 Unrealized +18.1%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $262 Shares 10,488 Est. Cost $17.03 Unrealized +3.0%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $262 Shares 3,712 Est. Cost $20.45 Unrealized +20.5%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $260 Shares 2,455 Est. Cost $63.27 Unrealized +19.9%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $257 Shares 5,009 Est. Cost $32.69 Unrealized +27.0%
META FACEBOOK INC 0.0%
Value ($000) $256 Shares 2,986 Est. Cost $77.96 Unrealized +4.0%
SPDR SERIES TRUST 0.0%
Value ($000) $255 Shares 10,757 Est. Cost $24.19 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $254 Shares 3,796 Est. Cost $50.34 Unrealized +16.8%
KIMBALL INTL INC 0.0%
Value ($000) $254 Shares 20,858 Est. Cost $12.18 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $253 Shares 3,585 Est. Cost $42.38 Unrealized +14.9%
GIS GENERAL MLS INC 0.0%
Value ($000) $251 Shares 4,500 Est. Cost $36.64 Unrealized +5.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $247 Shares 3,949 Est. Cost $51.46 Unrealized -2.2%
TGT TARGET CORP 0.0%
Value ($000) $247 Shares 3,031 Est. Cost $45.59 Unrealized +29.5%
MET METLIFE INC 0.0%
Value ($000) $244 Shares 4,366 Est. Cost $33.13 Unrealized 0.0%
FAMILY DLR STORES INC 0.0%
Value ($000) $243 Shares 3,079 Est. Cost $65.99 Unrealized
RF REGIONS FINL CORP NEW 0.0%
Value ($000) $238 Shares 22,959 Est. Cost $6.47 Unrealized +7.1%
MDT MEDTRONIC PLC 0.0%
Value ($000) $233 Shares 3,147 Est. Cost $58.80 Unrealized 0.0%
DOW CHEM CO 0.0%
Value ($000) $233 Shares 4,559 Est. Cost $47.93 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.0%
Value ($000) $232 Shares 2,977 Est. Cost $55.77 Unrealized +2.0%
ITOT ISHARES TR 0.0%
Value ($000) $230 Shares 2,439 Est. Cost $94.30 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $227 Shares 3,054 Est. Cost $74.33 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $222 Shares 1,444 Est. Cost $113.51 Unrealized +3.6%
MYLAN N V 0.0%
Value ($000) $219 Shares 3,228 Est. Cost $67.84 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $219 Shares 2,375 Est. Cost $78.44 Unrealized
GOOGLE INC 0.0%
Value ($000) $218 Shares 419 Est. Cost $520.29 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $218 Shares 3,291 Est. Cost $29.28 Unrealized -2.0%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $217 Shares 2,272 Est. Cost $64.36 Unrealized +5.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $212 Shares 1,016 Est. Cost $164.61 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $206 Shares 2,245 Est. Cost $56.51 Unrealized +30.9%
MA MASTERCARD INC 0.0%
Value ($000) $201 Shares 2,152 Est. Cost $81.25 Unrealized +6.0%
GLW CORNING INC 0.0%
Value ($000) $200 Shares 10,125 Est. Cost $10.70 Unrealized +50.6%
KEY KEYCORP NEW 0.0%
Value ($000) $153 Shares 10,173 Est. Cost $6.48 Unrealized +48.8%
FIRST NIAGARA FINL GP INC 0.0%
Value ($000) $125 Shares 13,211 Est. Cost $8.34 Unrealized
BIOTIME INC 0.0%
Value ($000) $51 Shares 14,083 Est. Cost $4.94 Unrealized
TRUETT-HURST INC 0.0%
Value ($000) $23 Shares 10,000 Est. Cost $2.30 Unrealized