ProVise Management Group, LLC Diversified Active

CIK: 0001305707 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 11, 2015

Total Value ($000): $469,752 (100.0% shares, 0.0% debt)

Holdings (294)

VIG VANGUARD SPECIALIZED PORTFOL 5.6%
Value ($000) $26,494 Shares 337,156 Est. Cost $66.84 Unrealized
SDY SPDR SERIES TRUST 3.5%
Value ($000) $16,512 Shares 216,675 Est. Cost $67.66 Unrealized
SCHM SCHWAB STRATEGIC TR 2.4%
Value ($000) $11,316 Shares 265,369 Est. Cost $40.12 Unrealized
IJR ISHARES TR 2.4%
Value ($000) $11,211 Shares 95,111 Est. Cost $93.79 Unrealized
SDOG ALPS ETF TR 1.8%
Value ($000) $8,547 Shares 233,117 Est. Cost $35.64 Unrealized
GENERAL ELECTRIC CO 1.7%
Value ($000) $7,825 Shares 294,479 Est. Cost $23.80 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $7,811 Shares 80,150 Est. Cost $61.20 Unrealized +21.7%
DON WISDOMTREE TR 1.6%
Value ($000) $7,583 Shares 91,749 Est. Cost $82.06 Unrealized
SCHA SCHWAB STRATEGIC TR 1.5%
Value ($000) $6,936 Shares 120,662 Est. Cost $55.42 Unrealized
PEP PEPSICO INC 1.5%
Value ($000) $6,862 Shares 73,517 Est. Cost $56.53 Unrealized +22.6%
ABT ABBOTT LABS 1.3%
Value ($000) $5,996 Shares 122,157 Est. Cost $29.68 Unrealized +32.5%
HDV ISHARES TR 1.3%
Value ($000) $5,954 Shares 80,938 Est. Cost $66.34 Unrealized
KO COCA COLA CO 1.2%
Value ($000) $5,767 Shares 147,008 Est. Cost $27.58 Unrealized +5.3%
WFC WELLS FARGO & CO NEW 1.2%
Value ($000) $5,704 Shares 101,423 Est. Cost $29.52 Unrealized +40.2%
IJH ISHARES TR 1.2%
Value ($000) $5,675 Shares 37,842 Est. Cost $123.55 Unrealized
SCHD SCHWAB STRATEGIC TR 1.2%
Value ($000) $5,597 Shares 146,182 Est. Cost $37.11 Unrealized
PG PROCTER & GAMBLE CO 1.1%
Value ($000) $5,361 Shares 68,515 Est. Cost $56.83 Unrealized +5.5%
BLACKROCK INC 1.1%
Value ($000) $5,310 Shares 15,348 Est. Cost $307.58 Unrealized
VUG VANGUARD INDEX FDS 1.0%
Value ($000) $4,756 Shares 44,428 Est. Cost $79.45 Unrealized
IWF ISHARES TR 1.0%
Value ($000) $4,581 Shares 46,265 Est. Cost $73.73 Unrealized
SCHF SCHWAB STRATEGIC TR 1.0%
Value ($000) $4,578 Shares 150,228 Est. Cost $30.82 Unrealized
CVX CHEVRON CORP NEW 1.0%
Value ($000) $4,560 Shares 47,270 Est. Cost $71.67 Unrealized -7.3%
NVS NOVARTIS A G 1.0%
Value ($000) $4,551 Shares 46,279 Est. Cost $77.06 Unrealized
VTV VANGUARD INDEX FDS 0.9%
Value ($000) $4,348 Shares 52,167 Est. Cost $68.06 Unrealized
V VISA INC 0.9%
Value ($000) $4,291 Shares 63,897 Est. Cost $58.52 Unrealized +7.5%
UNILEVER PLC 0.9%
Value ($000) $4,251 Shares 98,948 Est. Cost $40.42 Unrealized
EFA ISHARES TR 0.9%
Value ($000) $4,209 Shares 66,305 Est. Cost $61.48 Unrealized
PFE PFIZER INC 0.9%
Value ($000) $4,107 Shares 122,490 Est. Cost $16.59 Unrealized +25.2%
SCHG SCHWAB STRATEGIC TR 0.9%
Value ($000) $4,100 Shares 76,380 Est. Cost $46.50 Unrealized
FNDA SCHWAB STRATEGIC TR 0.9%
Value ($000) $4,067 Shares 133,937 Est. Cost $29.57 Unrealized
FAST FASTENAL CO 0.8%
Value ($000) $3,991 Shares 94,615 Est. Cost $7.98 Unrealized -0.5%
AAPL APPLE INC 0.8%
Value ($000) $3,967 Shares 31,635 Est. Cost $19.61 Unrealized +45.5%
CLX CLOROX CO DEL 0.8%
Value ($000) $3,906 Shares 37,555 Est. Cost $62.34 Unrealized +28.4%
EPD ENTERPRISE PRODS PARTNERS L 0.8%
Value ($000) $3,865 Shares 129,303 Est. Cost $48.81 Unrealized
PM PHILIP MORRIS INTL INC 0.8%
Value ($000) $3,751 Shares 46,790 Est. Cost $48.17 Unrealized +0.3%
KRAFT FOODS GROUP INC 0.8%
Value ($000) $3,635 Shares 42,699 Est. Cost $56.43 Unrealized
SPECTRA ENERGY CORP 0.8%
Value ($000) $3,582 Shares 109,874 Est. Cost $35.73 Unrealized
EFAV ISHARES TR 0.7%
Value ($000) $3,316 Shares 50,792 Est. Cost $61.43 Unrealized
ITC HLDGS CORP 0.7%
Value ($000) $3,222 Shares 100,105 Est. Cost $50.81 Unrealized
POWERSHARES ETF TRUST II 0.7%
Value ($000) $3,062 Shares 128,706 Est. Cost $24.50 Unrealized
AEP AMERICAN ELEC PWR INC 0.6%
Value ($000) $2,941 Shares 55,517 Est. Cost $32.62 Unrealized +16.5%
CVS CVS HEALTH CORP 0.6%
Value ($000) $2,930 Shares 27,934 Est. Cost $42.83 Unrealized +75.7%
GIS GENERAL MLS INC 0.6%
Value ($000) $2,889 Shares 51,848 Est. Cost $32.61 Unrealized +19.0%
EXPRESS SCRIPTS HLDG CO 0.6%
Value ($000) $2,884 Shares 32,434 Est. Cost $71.60 Unrealized
ENB ENBRIDGE INC 0.6%
Value ($000) $2,760 Shares 58,990 Est. Cost $22.22 Unrealized +22.1%
VHT VANGUARD WORLD FDS 0.6%
Value ($000) $2,653 Shares 18,957 Est. Cost $137.31 Unrealized
EMR EMERSON ELEC CO 0.6%
Value ($000) $2,606 Shares 46,997 Est. Cost $44.62 Unrealized -0.9%
MAGELLAN MIDSTREAM PRTNRS LP 0.5%
Value ($000) $2,538 Shares 34,582 Est. Cost $78.03 Unrealized
BLACKROCK CORE BD TR 0.5%
Value ($000) $2,520 Shares 198,832 Est. Cost $13.48 Unrealized
UNP UNION PAC CORP 0.5%
Value ($000) $2,429 Shares 25,466 Est. Cost $81.98 Unrealized 0.0%
HEALTH CARE REIT INC 0.5%
Value ($000) $2,418 Shares 36,831 Est. Cost $66.71 Unrealized
MARKET VECTORS ETF TR 0.5%
Value ($000) $2,400 Shares 78,214 Est. Cost $25.86 Unrealized
CELGENE CORP 0.5%
Value ($000) $2,395 Shares 20,689 Est. Cost $103.34 Unrealized
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $2,371 Shares 24,464 Est. Cost $66.34 Unrealized +2.1%
VTIP VANGUARD MALVERN FDS 0.5%
Value ($000) $2,365 Shares 48,573 Est. Cost $49.44 Unrealized
PFF ISHARES 0.5%
Value ($000) $2,330 Shares 59,486 Est. Cost $39.28 Unrealized
VCR VANGUARD WORLD FDS 0.5%
Value ($000) $2,327 Shares 18,734 Est. Cost $124.21 Unrealized
BSV VANGUARD BD INDEX FD INC 0.5%
Value ($000) $2,323 Shares 28,973 Est. Cost $80.06 Unrealized
GOOGLE INC 0.5%
Value ($000) $2,312 Shares 4,282 Est. Cost $750.16 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $2,296 Shares 33,887 Est. Cost $36.86 Unrealized +33.3%
DWX SPDR INDEX SHS FDS 0.5%
Value ($000) $2,257 Shares 54,420 Est. Cost $44.36 Unrealized
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $2,253 Shares 28,992 Est. Cost $67.93 Unrealized +0.2%
VFH VANGUARD WORLD FDS 0.5%
Value ($000) $2,227 Shares 44,833 Est. Cost $49.67 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $2,164 Shares 46,432 Est. Cost $27.44 Unrealized +3.2%
SCHZ SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,130 Shares 41,179 Est. Cost $51.41 Unrealized
SNY SANOFI 0.5%
Value ($000) $2,126 Shares 42,930 Est. Cost $51.14 Unrealized
VOT VANGUARD INDEX FDS 0.5%
Value ($000) $2,115 Shares 19,842 Est. Cost $97.42 Unrealized
VGT VANGUARD WORLD FDS 0.4%
Value ($000) $2,108 Shares 19,848 Est. Cost $106.21 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $2,099 Shares 16,470 Est. Cost $107.65 Unrealized
O REALTY INCOME CORP 0.4%
Value ($000) $2,077 Shares 46,796 Est. Cost $24.78 Unrealized +12.2%
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $2,067 Shares 49,933 Est. Cost $32.80 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $2,064 Shares 30,715 Est. Cost $27.71 Unrealized +52.7%
T AT&T INC 0.4%
Value ($000) $2,046 Shares 57,588 Est. Cost $11.47 Unrealized +6.5%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $2,000 Shares 30,050 Est. Cost $31.25 Unrealized +47.2%
VBK VANGUARD INDEX FDS 0.4%
Value ($000) $1,971 Shares 14,684 Est. Cost $113.73 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $1,924 Shares 63,279 Est. Cost $17.82 Unrealized +40.8%
BLACKROCK CR ALLCTN INC TR 0.4%
Value ($000) $1,874 Shares 147,950 Est. Cost $13.00 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,868 Shares 22,463 Est. Cost $53.85 Unrealized +0.8%
RWO SPDR INDEX SHS FDS 0.4%
Value ($000) $1,860 Shares 40,575 Est. Cost $45.68 Unrealized
VBR VANGUARD INDEX FDS 0.4%
Value ($000) $1,819 Shares 16,879 Est. Cost $94.89 Unrealized
WESTERN ASSET PREMIER BD FD 0.4%
Value ($000) $1,811 Shares 135,182 Est. Cost $14.41 Unrealized
MET METLIFE INC 0.4%
Value ($000) $1,783 Shares 31,839 Est. Cost $26.33 Unrealized +25.8%
PRICELINE GRP INC 0.4%
Value ($000) $1,711 Shares 1,486 Est. Cost $1162.10 Unrealized
VOE VANGUARD INDEX FDS 0.4%
Value ($000) $1,700 Shares 18,770 Est. Cost $84.79 Unrealized
SCHW SCHWAB CHARLES CORP NEW 0.4%
Value ($000) $1,692 Shares 51,827 Est. Cost $16.19 Unrealized +71.4%
NATIONAL GRID PLC 0.4%
Value ($000) $1,685 Shares 26,096 Est. Cost $59.46 Unrealized
SO SOUTHERN CO 0.4%
Value ($000) $1,675 Shares 39,972 Est. Cost $27.02 Unrealized +2.9%
AMERIGAS PARTNERS L P 0.4%
Value ($000) $1,667 Shares 36,468 Est. Cost $47.84 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $1,651 Shares 24,652 Est. Cost $32.27 Unrealized +82.2%
VGSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,645 Shares 26,910 Est. Cost $60.89 Unrealized
IJK ISHARES TR 0.3%
Value ($000) $1,628 Shares 9,603 Est. Cost $138.37 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,565 Shares 29,197 Est. Cost $33.46 Unrealized +22.3%
DVY ISHARES TR 0.3%
Value ($000) $1,477 Shares 19,651 Est. Cost $65.84 Unrealized
IWR ISHARES TR 0.3%
Value ($000) $1,468 Shares 8,618 Est. Cost $130.92 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,454 Shares 22,234 Est. Cost $44.38 Unrealized +19.4%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $1,422 Shares 19,036 Est. Cost $68.70 Unrealized
MSCI MSCI INC 0.3%
Value ($000) $1,419 Shares 23,070 Est. Cost $52.09 Unrealized +5.9%
HD HOME DEPOT INC 0.3%
Value ($000) $1,357 Shares 12,212 Est. Cost $56.05 Unrealized +55.4%
BLACKSTONE GROUP L P 0.3%
Value ($000) $1,355 Shares 33,155 Est. Cost $30.57 Unrealized
MA MASTERCARD INC 0.3%
Value ($000) $1,354 Shares 14,482 Est. Cost $75.71 Unrealized +13.7%
ALPS ETF TR 0.3%
Value ($000) $1,352 Shares 86,879 Est. Cost $18.42 Unrealized
SCHV SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,335 Shares 31,008 Est. Cost $42.46 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,271 Shares 8,970 Est. Cost $76.52 Unrealized +44.1%
GOOGLE INC 0.3%
Value ($000) $1,268 Shares 2,437 Est. Cost $574.23 Unrealized
BLACKROCK FLOAT RATE OME STR 0.3%
Value ($000) $1,264 Shares 93,478 Est. Cost $15.14 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $1,226 Shares 10,769 Est. Cost $96.53 Unrealized
GLAXOSMITHKLINE PLC 0.3%
Value ($000) $1,225 Shares 29,421 Est. Cost $50.29 Unrealized
KKR & CO L P DEL 0.3%
Value ($000) $1,200 Shares 52,525 Est. Cost $22.42 Unrealized
ENERGY TRANSFER PRTNRS L P 0.3%
Value ($000) $1,198 Shares 22,951 Est. Cost $50.54 Unrealized
DGS WISDOMTREE TR 0.3%
Value ($000) $1,186 Shares 27,349 Est. Cost $46.05 Unrealized
WMT WAL-MART STORES INC 0.3%
Value ($000) $1,185 Shares 16,711 Est. Cost $19.99 Unrealized +4.5%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $1,180 Shares 9,716 Est. Cost $96.36 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.2%
Value ($000) $1,174 Shares 29,404 Est. Cost $27.64 Unrealized +56.9%
BA BOEING CO 0.2%
Value ($000) $1,170 Shares 8,433 Est. Cost $93.89 Unrealized +37.2%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $1,166 Shares 28,346 Est. Cost $23.21 Unrealized +32.9%
CMP COMPASS MINERALS INTL INC 0.2%
Value ($000) $1,148 Shares 13,970 Est. Cost $57.41 Unrealized +10.4%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,126 Shares 46,200 Est. Cost $23.68 Unrealized
ET ENERGY TRANSFER EQUITY L P 0.2%
Value ($000) $1,125 Shares 17,528 Est. Cost $53.50 Unrealized
BAX BAXTER INTL INC 0.2%
Value ($000) $1,096 Shares 15,663 Est. Cost $30.46 Unrealized +3.3%
BLACKROCK MUNICIPAL BOND TR 0.2%
Value ($000) $1,081 Shares 71,027 Est. Cost $15.71 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,062 Shares 25,976 Est. Cost $40.26 Unrealized
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $1,043 Shares 25,372 Est. Cost $28.73 Unrealized +33.6%
DEM WISDOMTREE TR 0.2%
Value ($000) $1,035 Shares 23,818 Est. Cost $48.33 Unrealized
TWENTY FIRST CENTY FOX INC 0.2%
Value ($000) $1,018 Shares 31,604 Est. Cost $33.91 Unrealized
TOTAL S A 0.2%
Value ($000) $969 Shares 19,700 Est. Cost $48.83 Unrealized
MARKET VECTORS ETF TR 0.2%
Value ($000) $953 Shares 31,899 Est. Cost $30.15 Unrealized
EBAY EBAY INC 0.2%
Value ($000) $949 Shares 15,768 Est. Cost $20.08 Unrealized +10.6%
PAYX PAYCHEX INC 0.2%
Value ($000) $948 Shares 20,228 Est. Cost $25.10 Unrealized +41.1%
NUVEEN FLTNG RTE INCM OPP FD 0.2%
Value ($000) $944 Shares 87,525 Est. Cost $12.29 Unrealized
BAC BANK AMER CORP 0.2%
Value ($000) $934 Shares 54,897 Est. Cost $10.06 Unrealized +30.6%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $927 Shares 20,000 Est. Cost $30.75 Unrealized +33.0%
DEO DIAGEO P L C 0.2%
Value ($000) $926 Shares 7,982 Est. Cost $118.71 Unrealized
SCHR SCHWAB STRATEGIC TR 0.2%
Value ($000) $899 Shares 16,776 Est. Cost $53.59 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $865 Shares 5,318 Est. Cost $115.53 Unrealized -10.9%
BLACKROCK LTD DURATION INC T 0.2%
Value ($000) $860 Shares 56,791 Est. Cost $16.73 Unrealized
POWERSHARES ETF TRUST 0.2%
Value ($000) $843 Shares 46,406 Est. Cost $17.88 Unrealized
BP BP PLC 0.2%
Value ($000) $821 Shares 20,555 Est. Cost $42.40 Unrealized
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $820 Shares 12,817 Est. Cost $53.23 Unrealized
SENIOR HSG PPTYS TR 0.2%
Value ($000) $807 Shares 45,958 Est. Cost $25.93 Unrealized
CHAMBERS STR PPTYS 0.2%
Value ($000) $797 Shares 100,266 Est. Cost $9.72 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $796 Shares 6,795 Est. Cost $49.18 Unrealized +54.5%
NEUBERGER BERMAN INTER MUNI 0.2%
Value ($000) $784 Shares 52,633 Est. Cost $14.57 Unrealized
VDC VANGUARD WORLD FDS 0.2%
Value ($000) $765 Shares 6,128 Est. Cost $117.77 Unrealized
PIMCO DYNAMIC INCOME FD 0.2%
Value ($000) $763 Shares 26,152 Est. Cost $30.24 Unrealized
META FACEBOOK INC 0.2%
Value ($000) $757 Shares 8,820 Est. Cost $50.81 Unrealized +59.6%
AETNA INC NEW 0.2%
Value ($000) $751 Shares 5,896 Est. Cost $89.80 Unrealized
SUNEDISON INC 0.2%
Value ($000) $751 Shares 25,110 Est. Cost $10.83 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $737 Shares 16,685 Est. Cost $30.73 Unrealized +27.9%
SWKS SKYWORKS SOLUTIONS INC 0.2%
Value ($000) $719 Shares 6,907 Est. Cost $54.86 Unrealized +48.8%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $700 Shares 13,939 Est. Cost $47.13 Unrealized
XMUIX BLACKROCK MUNI INTER DR FD I 0.1%
Value ($000) $684 Shares 50,303 Est. Cost $14.58 Unrealized
FEDERATED PREM MUN INC FD 0.1%
Value ($000) $658 Shares 47,400 Est. Cost $14.72 Unrealized
RXI ISHARES 0.1%
Value ($000) $657 Shares 7,200 Est. Cost $90.48 Unrealized
BIDU BAIDU INC 0.1%
Value ($000) $654 Shares 3,285 Est. Cost $127.10 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $651 Shares 14,983 Est. Cost $26.41 Unrealized +13.2%
MUB ISHARES 0.1%
Value ($000) $651 Shares 6,021 Est. Cost $106.06 Unrealized
DREYFUS STRATEGIC MUNS INC 0.1%
Value ($000) $646 Shares 81,819 Est. Cost $8.34 Unrealized
APOLLO GLOBAL MGMT LLC 0.1%
Value ($000) $644 Shares 29,090 Est. Cost $21.82 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $643 Shares 14,920 Est. Cost $35.08 Unrealized +6.9%
BLACKROCK MUNIHLDGS FD II IN 0.1%
Value ($000) $605 Shares 42,075 Est. Cost $15.05 Unrealized
NUSTAR ENERGY LP 0.1%
Value ($000) $605 Shares 10,200 Est. Cost $45.76 Unrealized
DREYFUS STRATEGIC MUN BD FD 0.1%
Value ($000) $602 Shares 78,442 Est. Cost $8.03 Unrealized
POWERSHARES DB CMDTY IDX TRA 0.1%
Value ($000) $601 Shares 33,385 Est. Cost $18.00 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $599 Shares 8,385 Est. Cost $70.35 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $597 Shares 2,522 Est. Cost $204.21 Unrealized 0.0%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $585 Shares 10,844 Est. Cost $55.80 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $578 Shares 11,812 Est. Cost $16.70 Unrealized +51.2%
DSI ISHARES 0.1%
Value ($000) $578 Shares 7,599 Est. Cost $60.49 Unrealized
LAZARD LTD 0.1%
Value ($000) $574 Shares 10,200 Est. Cost $52.55 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $560 Shares 5,050 Est. Cost $102.51 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $559 Shares 5,886 Est. Cost $71.44 Unrealized +3.8%
DIS DISNEY WALT CO 0.1%
Value ($000) $558 Shares 4,889 Est. Cost $72.27 Unrealized +38.4%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $558 Shares 6,950 Est. Cost $45.34 Unrealized +49.1%
DEUTSCHE MUN INCOME 0.1%
Value ($000) $545 Shares 43,217 Est. Cost $13.20 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $544 Shares 13,739 Est. Cost $38.51 Unrealized
EMN EASTMAN CHEM CO 0.1%
Value ($000) $540 Shares 6,600 Est. Cost $54.65 Unrealized +0.4%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $523 Shares 2,815 Est. Cost $80.83 Unrealized +78.9%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $507 Shares 6,001 Est. Cost $77.57 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $494 Shares 2,681 Est. Cost $111.14 Unrealized +13.6%
EATON VANCE LTD DUR INCOME F 0.1%
Value ($000) $493 Shares 36,575 Est. Cost $15.31 Unrealized
VXUS VANGUARD STAR FD 0.1%
Value ($000) $492 Shares 9,769 Est. Cost $46.51 Unrealized
IDV ISHARES 0.1%
Value ($000) $484 Shares 14,975 Est. Cost $33.72 Unrealized
NTT DOCOMO INC 0.1%
Value ($000) $483 Shares 25,242 Est. Cost $15.68 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $481 Shares 17,530 Est. Cost $15.81 Unrealized +30.5%
IDOG ALPS ETF TR 0.1%
Value ($000) $477 Shares 18,355 Est. Cost $26.70 Unrealized
DREYFUS MUN INCOME INC 0.1%
Value ($000) $475 Shares 53,230 Est. Cost $9.29 Unrealized
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $469 Shares 7,500 Est. Cost $26.29 Unrealized +48.1%
SPDR SERIES TRUST 0.1%
Value ($000) $468 Shares 19,722 Est. Cost $23.92 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $465 Shares 5,316 Est. Cost $40.69 Unrealized +30.9%
ENLINK MIDSTREAM PARTNERS LP 0.1%
Value ($000) $459 Shares 20,900 Est. Cost $30.40 Unrealized
RYDEX ETF TRUST 0.1%
Value ($000) $458 Shares 5,268 Est. Cost $87.24 Unrealized
MARKET VECTORS ETF TR 0.1%
Value ($000) $446 Shares 17,813 Est. Cost $25.04 Unrealized
MMM 3M CO 0.1%
Value ($000) $446 Shares 2,889 Est. Cost $61.26 Unrealized +54.8%
HOSPITALITY PPTYS TR 0.1%
Value ($000) $438 Shares 15,183 Est. Cost $26.29 Unrealized
DOW CHEM CO 0.1%
Value ($000) $433 Shares 8,468 Est. Cost $45.88 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $429 Shares 4,981 Est. Cost $72.13 Unrealized -7.4%
STPZ PIMCO ETF TR 0.1%
Value ($000) $423 Shares 8,106 Est. Cost $52.68 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $405 Shares 16,481 Est. Cost $25.25 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $402 Shares 7,348 Est. Cost $64.55 Unrealized
IJT ISHARES TR 0.1%
Value ($000) $400 Shares 3,053 Est. Cost $106.92 Unrealized
QRVO QORVO INC 0.1%
Value ($000) $397 Shares 4,951 Est. Cost $73.07 Unrealized +6.1%
YUM YUM BRANDS INC 0.1%
Value ($000) $392 Shares 4,351 Est. Cost $39.46 Unrealized +31.7%
AMGN AMGEN INC 0.1%
Value ($000) $390 Shares 2,542 Est. Cost $74.39 Unrealized +58.1%
ELLIS PERRY INTL INC 0.1%
Value ($000) $378 Shares 15,907 Est. Cost $25.09 Unrealized
POWERSHARES ETF TRUST II 0.1%
Value ($000) $377 Shares 16,511 Est. Cost $24.38 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $375 Shares 3,534 Est. Cost $63.73 Unrealized +19.0%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $374 Shares 9,000 Est. Cost $25.02 Unrealized +33.1%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $370 Shares 3,770 Est. Cost $63.92 Unrealized +42.6%
E M C CORP MASS 0.1%
Value ($000) $369 Shares 14,001 Est. Cost $23.88 Unrealized
SHIP FINANCE INTERNATIONAL L 0.1%
Value ($000) $366 Shares 22,400 Est. Cost $18.59 Unrealized
CM CDN IMPERIAL BK COMM TORONTO 0.1%
Value ($000) $365 Shares 4,954 Est. Cost $25.52 Unrealized -8.7%
FEDERATED PREM INTR MUN INC 0.1%
Value ($000) $363 Shares 27,533 Est. Cost $13.02 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.1%
Value ($000) $361 Shares 22,000 Est. Cost $7.27 Unrealized +13.2%
FGD FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $359 Shares 14,627 Est. Cost $26.59 Unrealized
RYDEX ETF TRUST 0.1%
Value ($000) $354 Shares 2,215 Est. Cost $126.75 Unrealized
NUVEEN MULTI MKT INCOME FD 0.1%
Value ($000) $353 Shares 49,065 Est. Cost $7.55 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $353 Shares 15,078 Est. Cost $22.48 Unrealized
FSLR FIRST SOLAR INC 0.1%
Value ($000) $347 Shares 7,384 Est. Cost $55.86 Unrealized 0.0%
JPMORGAN CHASE & CO 0.1%
Value ($000) $345 Shares 8,700 Est. Cost $46.55 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $342 Shares 5,924 Est. Cost $61.06 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $340 Shares 7,811 Est. Cost $53.11 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $340 Shares 3,876 Est. Cost $55.61 Unrealized +66.8%
FNDB SCHWAB STRATEGIC TR 0.1%
Value ($000) $340 Shares 11,459 Est. Cost $28.40 Unrealized
SPECTRA ENERGY PARTNERS LP 0.1%
Value ($000) $329 Shares 7,137 Est. Cost $51.71 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $324 Shares 8,038 Est. Cost $33.33 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.1%
Value ($000) $323 Shares 8,231 Est. Cost $27.26 Unrealized +4.9%
TRAVELCENTERS AMER LLC 0.1%
Value ($000) $319 Shares 21,490 Est. Cost $11.02 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $318 Shares 4,236 Est. Cost $89.49 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $317 Shares 4,763 Est. Cost $41.17 Unrealized +45.2%
IYR ISHARES TR 0.1%
Value ($000) $317 Shares 4,442 Est. Cost $68.57 Unrealized
VTR VENTAS INC 0.1%
Value ($000) $310 Shares 4,995 Est. Cost $48.92 Unrealized 0.0%
MICROSEMI CORP 0.1%
Value ($000) $308 Shares 8,800 Est. Cost $22.75 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $307 Shares 3,952 Est. Cost $51.76 Unrealized +6.5%
SPH SUBURBAN PROPANE PARTNERS L 0.1%
Value ($000) $303 Shares 7,600 Est. Cost $46.04 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $301 Shares 1,378 Est. Cost $188.78 Unrealized +3.5%
AFFYMETRIX INC 0.1%
Value ($000) $301 Shares 27,587 Est. Cost $12.22 Unrealized
MANNKIND CORP 0.1%
Value ($000) $300 Shares 52,728 Est. Cost $5.42 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $299 Shares 1,453 Est. Cost $199.99 Unrealized
TM TOYOTA MOTOR CORP 0.1%
Value ($000) $294 Shares 2,200 Est. Cost $140.00 Unrealized
HOME PROPERTIES INC 0.1%
Value ($000) $285 Shares 3,900 Est. Cost $65.38 Unrealized
NUVEEN DIV ADVANTAGE MUN FD 0.1%
Value ($000) $283 Shares 21,145 Est. Cost $13.97 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $281 Shares 2,184 Est. Cost $126.83 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $280 Shares 3,123 Est. Cost $54.85 Unrealized +23.5%
WESTERN ASSET VAR RT STRG FD 0.1%
Value ($000) $279 Shares 16,905 Est. Cost $17.22 Unrealized
DEUTSCHE STRATEGIC INCOME TR 0.1%
Value ($000) $278 Shares 25,000 Est. Cost $12.14 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $267 Shares 2,300 Est. Cost $74.44 Unrealized +36.0%
NGL NGL ENERGY PARTNERS LP 0.1%
Value ($000) $267 Shares 8,800 Est. Cost $30.23 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $267 Shares 2,269 Est. Cost $117.81 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $266 Shares 2,028 Est. Cost $104.26 Unrealized -1.4%
BND VANGUARD BD INDEX FD INC 0.1%
Value ($000) $265 Shares 3,260 Est. Cost $81.29 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $262 Shares 3,400 Est. Cost $44.67 Unrealized +29.0%
WALTER INVT MGMT CORP 0.1%
Value ($000) $261 Shares 11,404 Est. Cost $33.80 Unrealized
FIRST POTOMAC RLTY TR 0.1%
Value ($000) $260 Shares 25,200 Est. Cost $13.06 Unrealized
EZU ISHARES 0.1%
Value ($000) $259 Shares 6,900 Est. Cost $38.55 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $259 Shares 6,425 Est. Cost $27.60 Unrealized +34.1%
NVDA NVIDIA CORP 0.1%
Value ($000) $256 Shares 12,741 Est. Cost $0.47 Unrealized +11.2%
LLY LILLY ELI & CO 0.1%
Value ($000) $256 Shares 3,077 Est. Cost $44.54 Unrealized +41.9%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $251 Shares 4,352 Est. Cost $55.81 Unrealized -7.6%
ALSN ALLISON TRANSMISSION HLDGS I 0.1%
Value ($000) $246 Shares 8,400 Est. Cost $23.92 Unrealized +8.7%
BEN FRANKLIN RES INC 0.1%
Value ($000) $245 Shares 5,000 Est. Cost $29.40 Unrealized +6.4%
CARLYLE GROUP L P 0.1%
Value ($000) $245 Shares 8,700 Est. Cost $27.14 Unrealized
ISHARES 0.1%
Value ($000) $243 Shares 19,008 Est. Cost $12.27 Unrealized
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $228 Shares 3,828 Est. Cost $33.20 Unrealized 0.0%
TCW STRATEGIC INCOME FUND IN 0.0%
Value ($000) $226 Shares 43,850 Est. Cost $5.51 Unrealized
EEMV ISHARES 0.0%
Value ($000) $223 Shares 3,856 Est. Cost $57.22 Unrealized
BLACKROCK MUNIHLDS INVSTM QL 0.0%
Value ($000) $222 Shares 16,000 Est. Cost $14.19 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.0%
Value ($000) $221 Shares 11,500 Est. Cost $20.88 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $220 Shares 4,558 Est. Cost $70.71 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $213 Shares 1,990 Est. Cost $107.04 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $210 Shares 2,310 Est. Cost $90.46 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $208 Shares 2,437 Est. Cost $85.76 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $205 Shares 1 Est. Cost $165023.42 Unrealized +30.0%
MFS INTER INCOME TR 0.0%
Value ($000) $203 Shares 43,900 Est. Cost $5.52 Unrealized
ODYSSEY MARINE EXPLORATION I 0.0%
Value ($000) $195 Shares 415,820 Est. Cost $2.96 Unrealized
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $194 Shares 10,000 Est. Cost $20.80 Unrealized
SGMO SANGAMO BIOSCIENCES INC 0.0%
Value ($000) $191 Shares 17,187 Est. Cost $15.35 Unrealized -16.0%
BLACKROCK MUNIYIELD QLTY FD 0.0%
Value ($000) $183 Shares 13,283 Est. Cost $14.08 Unrealized
MWA MUELLER WTR PRODS INC 0.0%
Value ($000) $180 Shares 19,750 Est. Cost $5.51 Unrealized +48.0%
ORANY ORANGE 0.0%
Value ($000) $167 Shares 10,900 Est. Cost $12.53 Unrealized
HANCOCK JOHN PREMUIM DIV FD 0.0%
Value ($000) $165 Shares 12,597 Est. Cost $13.26 Unrealized
HANCOCK JOHN INVS TR 0.0%
Value ($000) $164 Shares 10,225 Est. Cost $19.82 Unrealized
BLACKROCK MUNIASSETS FD INC 0.0%
Value ($000) $149 Shares 11,000 Est. Cost $12.62 Unrealized
CYPRESS SEMICONDUCTOR CORP 0.0%
Value ($000) $147 Shares 12,500 Est. Cost $11.76 Unrealized
WESTERN ASSET INTM MUNI FD I 0.0%
Value ($000) $147 Shares 15,104 Est. Cost $9.52 Unrealized
BLACKROCK INCOME TR INC 0.0%
Value ($000) $142 Shares 22,410 Est. Cost $6.81 Unrealized
BLACKROCK MUNIYLD INVST QLTY 0.0%
Value ($000) $132 Shares 10,000 Est. Cost $14.00 Unrealized
PUTMAN HIGH INCOME SEC FUND 0.0%
Value ($000) $130 Shares 16,708 Est. Cost $7.88 Unrealized
NOVAVAX INC 0.0%
Value ($000) $111 Shares 10,000 Est. Cost $5.90 Unrealized
LEGACY RESVS LP 0.0%
Value ($000) $101 Shares 11,800 Est. Cost $26.54 Unrealized
RITE AID CORP 0.0%
Value ($000) $100 Shares 12,000 Est. Cost $8.69 Unrealized
ALLIANZGI CONV & INCOME FD 0.0%
Value ($000) $93 Shares 11,453 Est. Cost $9.52 Unrealized
CGEN COMPUGEN LTD 0.0%
Value ($000) $90 Shares 13,000 Est. Cost $8.18 Unrealized -14.4%
MFS MULTIMARKET INCOME TR 0.0%
Value ($000) $80 Shares 13,203 Est. Cost $6.66 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value ($000) $74 Shares 10,578 Est. Cost $6.52 Unrealized