ProVise Management Group, LLC Diversified Active

CIK: 0001305707 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 2, 2016

Total Value ($000): $543,551 (100.0% shares, 0.0% debt)

Holdings (301)

VIG VANGUARD SPECIALIZED PORTFOL 5.0%
Value ($000) $27,253 Shares 327,409 Est. Cost $66.84 Unrealized
SDY SPDR SERIES TRUST 3.0%
Value ($000) $16,393 Shares 195,346 Est. Cost $67.66 Unrealized
SCHM SCHWAB STRATEGIC TR 2.1%
Value ($000) $11,650 Shares 277,313 Est. Cost $40.49 Unrealized
IJR ISHARES TR 1.9%
Value ($000) $10,423 Shares 89,682 Est. Cost $93.79 Unrealized
SDOG ALPS ETF TR 1.9%
Value ($000) $10,339 Shares 259,181 Est. Cost $36.12 Unrealized
GENERAL ELECTRIC CO 1.8%
Value ($000) $10,041 Shares 318,988 Est. Cost $24.18 Unrealized
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $9,858 Shares 81,260 Est. Cost $61.67 Unrealized +41.1%
PEP PEPSICO INC 1.5%
Value ($000) $8,078 Shares 76,250 Est. Cost $57.26 Unrealized +34.6%
DON WISDOMTREE TR 1.5%
Value ($000) $7,883 Shares 88,077 Est. Cost $82.43 Unrealized
SCHD SCHWAB STRATEGIC TR 1.4%
Value ($000) $7,873 Shares 189,967 Est. Cost $38.31 Unrealized
PG PROCTER & GAMBLE CO 1.4%
Value ($000) $7,452 Shares 88,020 Est. Cost $57.40 Unrealized +10.3%
IJH ISHARES TR 1.3%
Value ($000) $7,158 Shares 47,915 Est. Cost $130.74 Unrealized
PFE PFIZER INC 1.2%
Value ($000) $6,590 Shares 187,195 Est. Cost $17.97 Unrealized +17.2%
EFAV ISHARES TR 1.2%
Value ($000) $6,312 Shares 95,075 Est. Cost $63.55 Unrealized
V VISA INC 1.1%
Value ($000) $6,049 Shares 81,557 Est. Cost $61.09 Unrealized +19.8%
KO COCA COLA CO 1.1%
Value ($000) $5,978 Shares 131,885 Est. Cost $27.58 Unrealized +20.8%
WFC WELLS FARGO & CO NEW 1.1%
Value ($000) $5,944 Shares 125,570 Est. Cost $31.41 Unrealized +18.5%
NVS NOVARTIS A G 1.1%
Value ($000) $5,939 Shares 71,988 Est. Cost $77.18 Unrealized
BLACKROCK INC 1.1%
Value ($000) $5,934 Shares 17,325 Est. Cost $308.45 Unrealized
HDV ISHARES TR 1.0%
Value ($000) $5,702 Shares 69,409 Est. Cost $66.34 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 1.0%
Value ($000) $5,450 Shares 186,248 Est. Cost $41.73 Unrealized
SCHZ SCHWAB STRATEGIC TR 1.0%
Value ($000) $5,307 Shares 98,801 Est. Cost $52.97 Unrealized
SCHG SCHWAB STRATEGIC TR 1.0%
Value ($000) $5,202 Shares 99,135 Est. Cost $49.97 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $5,142 Shares 35,516 Est. Cost $142.96 Unrealized 0.0%
UNILEVER PLC 0.9%
Value ($000) $5,086 Shares 106,150 Est. Cost $40.89 Unrealized
EMR EMERSON ELEC CO 0.9%
Value ($000) $4,997 Shares 95,802 Est. Cost $40.63 Unrealized +2.3%
PM PHILIP MORRIS INTL INC 0.9%
Value ($000) $4,967 Shares 48,822 Est. Cost $48.38 Unrealized +26.9%
SCHA SCHWAB STRATEGIC TR 0.9%
Value ($000) $4,733 Shares 87,595 Est. Cost $54.76 Unrealized
AEP AMERICAN ELEC PWR INC 0.9%
Value ($000) $4,724 Shares 67,402 Est. Cost $33.73 Unrealized +38.2%
FNDA SCHWAB STRATEGIC TR 0.9%
Value ($000) $4,700 Shares 160,127 Est. Cost $29.45 Unrealized
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $4,516 Shares 53,140 Est. Cost $68.42 Unrealized
TIME WARNER INC 0.8%
Value ($000) $4,255 Shares 57,862 Est. Cost $73.54 Unrealized
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $4,167 Shares 68,584 Est. Cost $62.58 Unrealized -11.7%
EFA ISHARES TR 0.7%
Value ($000) $3,931 Shares 70,423 Est. Cost $61.21 Unrealized
FAST FASTENAL CO 0.7%
Value ($000) $3,913 Shares 88,150 Est. Cost $7.98 Unrealized +11.2%
IWF ISHARES TR 0.7%
Value ($000) $3,841 Shares 38,272 Est. Cost $73.73 Unrealized
WELL WELLTOWER INC 0.7%
Value ($000) $3,792 Shares 49,788 Est. Cost $49.51 Unrealized 0.0%
GOOGL ALPHABET INC 0.7%
Value ($000) $3,790 Shares 5,387 Est. Cost $36.72 Unrealized -0.8%
CMP COMPASS MINERALS INTL INC 0.7%
Value ($000) $3,768 Shares 50,791 Est. Cost $57.96 Unrealized -2.7%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $3,734 Shares 35,627 Est. Cost $71.67 Unrealized -6.9%
VOE VANGUARD INDEX FDS 0.7%
Value ($000) $3,621 Shares 40,647 Est. Cost $86.02 Unrealized
BLACKROCK CORE BD TR 0.7%
Value ($000) $3,610 Shares 258,427 Est. Cost $13.53 Unrealized
GIS GENERAL MLS INC 0.7%
Value ($000) $3,572 Shares 50,081 Est. Cost $32.61 Unrealized +39.4%
AAPL APPLE INC 0.6%
Value ($000) $3,503 Shares 36,641 Est. Cost $20.44 Unrealized +10.7%
SPECTRA ENERGY CORP 0.6%
Value ($000) $3,490 Shares 95,299 Est. Cost $35.55 Unrealized
T AT&T INC 0.6%
Value ($000) $3,455 Shares 79,952 Est. Cost $11.97 Unrealized +26.3%
VOT VANGUARD INDEX FDS 0.6%
Value ($000) $3,302 Shares 32,408 Est. Cost $98.59 Unrealized
VTR VENTAS INC 0.6%
Value ($000) $3,286 Shares 45,127 Est. Cost $39.60 Unrealized +9.7%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $3,258 Shares 58,337 Est. Cost $27.89 Unrealized +12.9%
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $3,219 Shares 30,032 Est. Cost $79.45 Unrealized
HCP INC 0.6%
Value ($000) $3,140 Shares 88,764 Est. Cost $35.37 Unrealized
AMGN AMGEN INC 0.6%
Value ($000) $3,131 Shares 20,577 Est. Cost $111.51 Unrealized +4.6%
UNP UNION PAC CORP 0.6%
Value ($000) $3,125 Shares 35,818 Est. Cost $77.68 Unrealized -12.2%
SCHF SCHWAB STRATEGIC TR 0.6%
Value ($000) $3,094 Shares 114,142 Est. Cost $30.31 Unrealized
SO SOUTHERN CO 0.6%
Value ($000) $3,060 Shares 57,040 Est. Cost $27.99 Unrealized +20.1%
LOW LOWES COS INC 0.6%
Value ($000) $3,054 Shares 38,574 Est. Cost $41.72 Unrealized +55.3%
EXPRESS SCRIPTS HLDG CO 0.5%
Value ($000) $2,986 Shares 39,396 Est. Cost $72.33 Unrealized
VTIP VANGUARD MALVERN FDS 0.5%
Value ($000) $2,978 Shares 60,180 Est. Cost $49.40 Unrealized
BSV VANGUARD BD INDEX FD INC 0.5%
Value ($000) $2,929 Shares 36,134 Est. Cost $80.05 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.5%
Value ($000) $2,847 Shares 39,848 Est. Cost $68.09 Unrealized
WESTERN ASSET PREMIER BD FD 0.5%
Value ($000) $2,692 Shares 202,400 Est. Cost $13.99 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $2,675 Shares 43,042 Est. Cost $39.59 Unrealized +22.1%
O REALTY INCOME CORP 0.5%
Value ($000) $2,675 Shares 38,565 Est. Cost $24.81 Unrealized +55.5%
CVS CVS HEALTH CORP 0.5%
Value ($000) $2,625 Shares 27,408 Est. Cost $44.86 Unrealized +66.1%
VO VANGUARD INDEX FDS 0.5%
Value ($000) $2,587 Shares 20,929 Est. Cost $110.57 Unrealized
RWO SPDR INDEX SHS FDS 0.5%
Value ($000) $2,576 Shares 51,152 Est. Cost $46.62 Unrealized
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $2,552 Shares 23,690 Est. Cost $66.87 Unrealized +9.3%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $2,490 Shares 29,032 Est. Cost $53.82 Unrealized 0.0%
PRICELINE GRP INC 0.4%
Value ($000) $2,443 Shares 1,957 Est. Cost $1180.52 Unrealized
VBR VANGUARD INDEX FDS 0.4%
Value ($000) $2,382 Shares 22,609 Est. Cost $96.06 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $2,380 Shares 3,325 Est. Cost $31.72 Unrealized +6.6%
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $2,313 Shares 53,334 Est. Cost $33.52 Unrealized
BLACKROCK CR ALLCTN INC TR 0.4%
Value ($000) $2,306 Shares 177,077 Est. Cost $12.96 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.4%
Value ($000) $2,268 Shares 29,837 Est. Cost $75.85 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $2,250 Shares 30,592 Est. Cost $31.55 Unrealized +60.0%
PFF ISHARES TR 0.4%
Value ($000) $2,239 Shares 56,137 Est. Cost $39.28 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $2,199 Shares 67,052 Est. Cost $18.66 Unrealized +34.6%
AMERIGAS PARTNERS L P 0.4%
Value ($000) $2,147 Shares 45,975 Est. Cost $47.14 Unrealized
SCHV SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,143 Shares 47,841 Est. Cost $42.94 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,129 Shares 22,711 Est. Cost $53.50 Unrealized +8.1%
MRK MERCK & CO INC 0.4%
Value ($000) $2,126 Shares 36,905 Est. Cost $39.48 Unrealized 0.0%
MSCI MSCI INC 0.4%
Value ($000) $2,122 Shares 27,520 Est. Cost $53.36 Unrealized +27.8%
IJS ISHARES TR 0.4%
Value ($000) $2,077 Shares 17,782 Est. Cost $116.73 Unrealized
VBK VANGUARD INDEX FDS 0.4%
Value ($000) $2,018 Shares 16,291 Est. Cost $114.59 Unrealized
VNQ VANGUARD INDEX FDS 0.4%
Value ($000) $1,944 Shares 21,923 Est. Cost $70.62 Unrealized
MOAT VANECK VECTORS ETF TR 0.3%
Value ($000) $1,897 Shares 58,309 Est. Cost $32.53 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $1,895 Shares 16,585 Est. Cost $74.44 Unrealized +53.7%
MA MASTERCARD INC 0.3%
Value ($000) $1,873 Shares 21,275 Est. Cost $79.75 Unrealized +13.2%
KHC KRAFT HEINZ CO 0.3%
Value ($000) $1,851 Shares 20,923 Est. Cost $47.82 Unrealized +12.1%
RYDEX ETF TRUST 0.3%
Value ($000) $1,828 Shares 42,934 Est. Cost $42.24 Unrealized
SNY SANOFI 0.3%
Value ($000) $1,826 Shares 43,630 Est. Cost $50.86 Unrealized
CELGENE CORP 0.3%
Value ($000) $1,814 Shares 18,390 Est. Cost $103.51 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,812 Shares 31,731 Est. Cost $34.50 Unrealized +34.6%
C CITIGROUP INC 0.3%
Value ($000) $1,780 Shares 41,985 Est. Cost $33.10 Unrealized 0.0%
MSFT MICROSOFT CORP 0.3%
Value ($000) $1,729 Shares 33,775 Est. Cost $37.81 Unrealized +21.6%
PIMCO DYNAMIC INCOME FD 0.3%
Value ($000) $1,663 Shares 60,285 Est. Cost $28.71 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,659 Shares 24,321 Est. Cost $67.82 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $1,633 Shares 39,905 Est. Cost $32.13 Unrealized +7.6%
GOOG ALPHABET INC 0.3%
Value ($000) $1,624 Shares 2,347 Est. Cost $35.61 Unrealized +0.1%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,600 Shares 21,853 Est. Cost $44.38 Unrealized +28.2%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $1,516 Shares 33,312 Est. Cost $24.69 Unrealized +41.1%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,509 Shares 10,840 Est. Cost $82.86 Unrealized +36.5%
XLB SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,505 Shares 32,467 Est. Cost $45.50 Unrealized
BLACKROCK MUNICIPAL BOND TR 0.3%
Value ($000) $1,490 Shares 82,476 Est. Cost $16.00 Unrealized
ENB ENBRIDGE INC 0.3%
Value ($000) $1,435 Shares 33,885 Est. Cost $22.25 Unrealized +4.1%
USB US BANCORP DEL 0.3%
Value ($000) $1,435 Shares 35,584 Est. Cost $28.40 Unrealized +2.7%
ABBV ABBVIE INC 0.3%
Value ($000) $1,433 Shares 23,140 Est. Cost $28.25 Unrealized +45.0%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $1,432 Shares 12,382 Est. Cost $99.21 Unrealized
BLACKROCK FLOAT RATE OME STR 0.3%
Value ($000) $1,406 Shares 106,914 Est. Cost $14.64 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.3%
Value ($000) $1,389 Shares 63,968 Est. Cost $21.61 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,387 Shares 22,567 Est. Cost $60.89 Unrealized
MET METLIFE INC 0.3%
Value ($000) $1,373 Shares 34,454 Est. Cost $26.91 Unrealized +4.6%
ABT ABBOTT LABS 0.2%
Value ($000) $1,358 Shares 34,535 Est. Cost $30.13 Unrealized +10.7%
HD HOME DEPOT INC 0.2%
Value ($000) $1,355 Shares 10,611 Est. Cost $56.05 Unrealized +87.3%
ALLERGAN PLC 0.2%
Value ($000) $1,315 Shares 5,681 Est. Cost $231.47 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1,297 Shares 19,582 Est. Cost $31.11 Unrealized +62.8%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,247 Shares 54,582 Est. Cost $23.66 Unrealized
GLAXOSMITHKLINE PLC 0.2%
Value ($000) $1,243 Shares 28,668 Est. Cost $40.37 Unrealized
DWM WISDOMTREE TR 0.2%
Value ($000) $1,211 Shares 27,088 Est. Cost $46.20 Unrealized
BAC BANK AMER CORP 0.2%
Value ($000) $1,206 Shares 90,850 Est. Cost $11.02 Unrealized +2.9%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $1,204 Shares 64,304 Est. Cost $10.91 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,192 Shares 21,295 Est. Cost $55.71 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $1,161 Shares 31,785 Est. Cost $35.85 Unrealized +6.4%
PAYX PAYCHEX INC 0.2%
Value ($000) $1,160 Shares 19,486 Est. Cost $25.27 Unrealized +59.0%
BLACKROCK FLOATING RATE INCO 0.2%
Value ($000) $1,154 Shares 88,967 Est. Cost $12.97 Unrealized
RYDEX ETF TRUST 0.2%
Value ($000) $1,153 Shares 13,125 Est. Cost $87.66 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,113 Shares 9,251 Est. Cost $80.43 Unrealized +23.3%
DEO DIAGEO P L C 0.2%
Value ($000) $1,101 Shares 9,757 Est. Cost $116.85 Unrealized
WMT WAL-MART STORES INC 0.2%
Value ($000) $1,082 Shares 14,822 Est. Cost $19.89 Unrealized -1.9%
DVY ISHARES TR 0.2%
Value ($000) $1,051 Shares 12,317 Est. Cost $68.18 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $1,045 Shares 8,962 Est. Cost $101.62 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $1,029 Shares 35,869 Est. Cost $17.93 Unrealized +16.3%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $1,025 Shares 6,198 Est. Cost $106.55 Unrealized +27.2%
RYDEX ETF TRUST 0.2%
Value ($000) $1,017 Shares 18,150 Est. Cost $56.03 Unrealized
DREYFUS STRATEGIC MUNS INC 0.2%
Value ($000) $1,015 Shares 106,871 Est. Cost $8.55 Unrealized
DWX SPDR INDEX SHS FDS 0.2%
Value ($000) $994 Shares 28,231 Est. Cost $44.36 Unrealized
ALPS ETF TR 0.2%
Value ($000) $993 Shares 78,073 Est. Cost $15.36 Unrealized
BLACKSTONE GROUP L P 0.2%
Value ($000) $991 Shares 40,400 Est. Cost $30.36 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $956 Shares 9,761 Est. Cost $85.60 Unrealized +7.7%
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $954 Shares 18,961 Est. Cost $47.45 Unrealized
DREYFUS STRATEGIC MUN BD FD 0.2%
Value ($000) $919 Shares 101,372 Est. Cost $8.24 Unrealized
NEUBERGER BERMAN INTER MUNI 0.2%
Value ($000) $912 Shares 54,412 Est. Cost $14.63 Unrealized
AIG AMERICAN INTL GROUP INC 0.2%
Value ($000) $910 Shares 17,201 Est. Cost $43.30 Unrealized 0.0%
TOTAL S A 0.2%
Value ($000) $880 Shares 18,300 Est. Cost $48.75 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $878 Shares 12,728 Est. Cost $17.54 Unrealized +89.3%
NUVEEN FLTNG RTE INCM OPP FD 0.2%
Value ($000) $878 Shares 85,516 Est. Cost $12.27 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $876 Shares 5,770 Est. Cost $109.44 Unrealized -13.1%
BLACKROCK LTD DURATION INC T 0.2%
Value ($000) $874 Shares 57,340 Est. Cost $16.69 Unrealized
POWERSHARES ETF TRUST 0.2%
Value ($000) $874 Shares 45,550 Est. Cost $17.88 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $860 Shares 24,423 Est. Cost $40.26 Unrealized
VDC VANGUARD WORLD FDS 0.2%
Value ($000) $855 Shares 6,060 Est. Cost $125.65 Unrealized
FEDERATED PREM MUN INC FD 0.2%
Value ($000) $841 Shares 50,680 Est. Cost $14.79 Unrealized
TWENTY FIRST CENTY FOX INC 0.2%
Value ($000) $839 Shares 30,804 Est. Cost $33.12 Unrealized
FNLC FIRST BANCORP INC ME 0.2%
Value ($000) $821 Shares 38,124 Est. Cost $11.77 Unrealized +7.4%
NUVEEN ENHANCED MUN VALUE FD 0.1%
Value ($000) $815 Shares 49,740 Est. Cost $16.39 Unrealized
POWERSHARES ETF TRUST II 0.1%
Value ($000) $806 Shares 35,056 Est. Cost $24.47 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $787 Shares 3,171 Est. Cost $99.76 Unrealized +82.8%
FTSM FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $782 Shares 13,063 Est. Cost $59.86 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $776 Shares 14,485 Est. Cost $40.00 Unrealized +0.7%
SENIOR HSG PPTYS TR 0.1%
Value ($000) $774 Shares 37,160 Est. Cost $25.86 Unrealized
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $772 Shares 11,908 Est. Cost $53.23 Unrealized
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $771 Shares 21,172 Est. Cost $28.73 Unrealized +31.5%
XMUIX BLACKROCK MUNI INTER DR FD I 0.1%
Value ($000) $757 Shares 49,687 Est. Cost $14.58 Unrealized
BLACKROCK MUNIHLDGS FD II IN 0.1%
Value ($000) $752 Shares 44,325 Est. Cost $15.12 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $752 Shares 9,034 Est. Cost $79.61 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $749 Shares 3,575 Est. Cost $201.05 Unrealized
DGS WISDOMTREE TR 0.1%
Value ($000) $722 Shares 18,640 Est. Cost $46.05 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $706 Shares 32,975 Est. Cost $21.33 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $692 Shares 6,750 Est. Cost $99.93 Unrealized
UBS AG JERSEY BRH 0.1%
Value ($000) $667 Shares 23,590 Est. Cost $26.46 Unrealized
GRAMERCY PPTY TR 0.1%
Value ($000) $667 Shares 72,351 Est. Cost $7.71 Unrealized
CYPRESS SEMICONDUCTOR CORP 0.1%
Value ($000) $646 Shares 61,200 Est. Cost $10.27 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $646 Shares 12,322 Est. Cost $52.43 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $641 Shares 3,045 Est. Cost $210.51 Unrealized
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $629 Shares 13,300 Est. Cost $34.03 Unrealized -15.9%
DEM WISDOMTREE TR 0.1%
Value ($000) $627 Shares 17,694 Est. Cost $48.33 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $626 Shares 22,104 Est. Cost $24.81 Unrealized 0.0%
BAX BAXTER INTL INC 0.1%
Value ($000) $621 Shares 13,737 Est. Cost $30.52 Unrealized +22.8%
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $619 Shares 6,100 Est. Cost $60.68 Unrealized 0.0%
CRUS CIRRUS LOGIC INC 0.1%
Value ($000) $616 Shares 11,477 Est. Cost $32.15 Unrealized +11.5%
GPC GENUINE PARTS CO 0.1%
Value ($000) $616 Shares 6,083 Est. Cost $61.37 Unrealized +19.6%
DEUTSCHE MUN INCOME 0.1%
Value ($000) $616 Shares 42,617 Est. Cost $13.23 Unrealized
EATON VANCE LTD DUR INCOME F 0.1%
Value ($000) $606 Shares 45,105 Est. Cost $14.80 Unrealized
RYDEX ETF TRUST 0.1%
Value ($000) $597 Shares 7,144 Est. Cost $83.57 Unrealized
DSI ISHARES TR 0.1%
Value ($000) $595 Shares 7,691 Est. Cost $60.49 Unrealized
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $587 Shares 11,500 Est. Cost $34.17 Unrealized +12.6%
HAL HALLIBURTON CO 0.1%
Value ($000) $584 Shares 12,906 Est. Cost $34.78 Unrealized -1.8%
BIDU BAIDU INC 0.1%
Value ($000) $577 Shares 3,495 Est. Cost $133.64 Unrealized
SPECTRA ENERGY PARTNERS LP 0.1%
Value ($000) $571 Shares 12,114 Est. Cost $49.05 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $569 Shares 6,190 Est. Cost $45.34 Unrealized +58.3%
IJK ISHARES TR 0.1%
Value ($000) $561 Shares 3,319 Est. Cost $141.21 Unrealized
ENERGY TRANSFER PRTNRS L P 0.1%
Value ($000) $559 Shares 14,694 Est. Cost $50.54 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $559 Shares 11,993 Est. Cost $54.27 Unrealized
RYDEX ETF TRUST 0.1%
Value ($000) $555 Shares 6,334 Est. Cost $87.62 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $544 Shares 6,884 Est. Cost $67.66 Unrealized -13.9%
NUVEEN ENHANCED MUN CREDIT O 0.1%
Value ($000) $538 Shares 33,782 Est. Cost $15.93 Unrealized
NTT DOCOMO INC 0.1%
Value ($000) $538 Shares 19,917 Est. Cost $15.68 Unrealized
DREYFUS MUN INCOME INC 0.1%
Value ($000) $518 Shares 51,755 Est. Cost $9.30 Unrealized
MYLAN N V 0.1%
Value ($000) $516 Shares 11,930 Est. Cost $43.25 Unrealized
BLACKROCK TAX MUNICPAL BD TR 0.1%
Value ($000) $509 Shares 20,903 Est. Cost $23.70 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $502 Shares 22,200 Est. Cost $21.47 Unrealized 0.0%
OWENS ILL INC 0.1%
Value ($000) $502 Shares 27,846 Est. Cost $18.03 Unrealized
TECO ENERGY INC 0.1%
Value ($000) $497 Shares 17,965 Est. Cost $27.66 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $489 Shares 4,292 Est. Cost $107.59 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $488 Shares 6,828 Est. Cost $43.36 Unrealized +12.9%
BP BP PLC 0.1%
Value ($000) $475 Shares 13,390 Est. Cost $42.40 Unrealized
MMM 3M CO 0.1%
Value ($000) $470 Shares 2,684 Est. Cost $69.54 Unrealized +47.3%
SPYX SPDR SER TR 0.1%
Value ($000) $463 Shares 9,228 Est. Cost $49.50 Unrealized
NUVEEN INVT QUALITY MUN FD I 0.1%
Value ($000) $459 Shares 27,449 Est. Cost $16.72 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $459 Shares 3,339 Est. Cost $65.59 Unrealized +43.2%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $457 Shares 2,382 Est. Cost $188.73 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $455 Shares 2,707 Est. Cost $110.81 Unrealized +14.0%
SCHW SCHWAB CHARLES CORP NEW 0.1%
Value ($000) $446 Shares 17,631 Est. Cost $19.01 Unrealized +32.4%
BA BOEING CO 0.1%
Value ($000) $442 Shares 3,410 Est. Cost $97.41 Unrealized +21.7%
HOSPITALITY PPTYS TR 0.1%
Value ($000) $437 Shares 15,183 Est. Cost $26.29 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $432 Shares 20,036 Est. Cost $21.56 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $425 Shares 12,355 Est. Cost $37.36 Unrealized
ET ENERGY TRANSFER EQUITY L P 0.1%
Value ($000) $422 Shares 29,400 Est. Cost $38.01 Unrealized
DOW CHEM CO 0.1%
Value ($000) $420 Shares 8,444 Est. Cost $46.99 Unrealized
NEW ORIENTAL ED & TECH GRP I 0.1%
Value ($000) $416 Shares 9,933 Est. Cost $35.70 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $411 Shares 5,545 Est. Cost $70.91 Unrealized
SYNOVUS FINL CORP 0.1%
Value ($000) $410 Shares 14,140 Est. Cost $29.00 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $407 Shares 15,078 Est. Cost $22.48 Unrealized
FEDERATED PREM INTR MUN INC 0.1%
Value ($000) $405 Shares 27,633 Est. Cost $13.03 Unrealized
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $404 Shares 4,246 Est. Cost $95.15 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $400 Shares 4,800 Est. Cost $54.35 Unrealized +15.5%
DISCOVER FINL SVCS 0.1%
Value ($000) $398 Shares 7,424 Est. Cost $58.81 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $396 Shares 5,839 Est. Cost $58.21 Unrealized 0.0%
IWM ISHARES TR 0.1%
Value ($000) $396 Shares 3,446 Est. Cost $110.82 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $393 Shares 5,020 Est. Cost $67.12 Unrealized +13.5%
RYDEX ETF TRUST 0.1%
Value ($000) $389 Shares 2,580 Est. Cost $129.91 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $386 Shares 8,700 Est. Cost $25.02 Unrealized +44.9%
MTUM ISHARES TR 0.1%
Value ($000) $385 Shares 5,035 Est. Cost $71.03 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $378 Shares 8,185 Est. Cost $33.90 Unrealized
PGT INC 0.1%
Value ($000) $376 Shares 36,525 Est. Cost $10.29 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $372 Shares 7,928 Est. Cost $0.48 Unrealized +110.6%
NUVEEN MULTI MKT INCOME FD 0.1%
Value ($000) $360 Shares 48,115 Est. Cost $7.55 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $359 Shares 2,751 Est. Cost $136.88 Unrealized
FNDB SCHWAB STRATEGIC TR 0.1%
Value ($000) $346 Shares 11,499 Est. Cost $28.34 Unrealized
BND VANGUARD BD INDEX FD INC 0.1%
Value ($000) $345 Shares 4,091 Est. Cost $81.18 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $341 Shares 4,495 Est. Cost $45.31 Unrealized +51.1%
EMN EASTMAN CHEM CO 0.1%
Value ($000) $333 Shares 4,900 Est. Cost $54.52 Unrealized -1.8%
ILMN ILLUMINA INC 0.1%
Value ($000) $322 Shares 2,292 Est. Cost $181.12 Unrealized -21.6%
HON HONEYWELL INTL INC 0.1%
Value ($000) $316 Shares 2,724 Est. Cost $78.35 Unrealized +7.5%
IYR ISHARES TR 0.1%
Value ($000) $315 Shares 3,818 Est. Cost $71.70 Unrealized
IJT ISHARES TR 0.1%
Value ($000) $315 Shares 2,458 Est. Cost $109.06 Unrealized
NATIONAL GRID PLC 0.1%
Value ($000) $314 Shares 4,231 Est. Cost $59.46 Unrealized
SHIP FINANCE INTERNATIONAL L 0.1%
Value ($000) $308 Shares 20,900 Est. Cost $18.59 Unrealized
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $301 Shares 5,102 Est. Cost $54.51 Unrealized -7.2%
IJJ ISHARES TR 0.1%
Value ($000) $301 Shares 2,350 Est. Cost $126.41 Unrealized
IDOG ALPS ETF TR 0.1%
Value ($000) $301 Shares 12,955 Est. Cost $26.70 Unrealized
MXL MAXLINEAR INC 0.1%
Value ($000) $292 Shares 16,225 Est. Cost $15.86 Unrealized +17.0%
VXUS VANGUARD STAR FD 0.1%
Value ($000) $288 Shares 6,479 Est. Cost $46.51 Unrealized
CM CDN IMPERIAL BK COMM TORONTO 0.1%
Value ($000) $282 Shares 3,754 Est. Cost $25.39 Unrealized -2.7%
COOPER COS INC 0.1%
Value ($000) $273 Shares 1,590 Est. Cost $133.96 Unrealized
CERNER CORP 0.0%
Value ($000) $266 Shares 4,530 Est. Cost $58.72 Unrealized
KKR & CO L P DEL 0.0%
Value ($000) $266 Shares 21,545 Est. Cost $22.42 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $262 Shares 2,328 Est. Cost $98.78 Unrealized -11.2%
HANCOCK JOHN PFD INCOME FD I 0.0%
Value ($000) $261 Shares 11,500 Est. Cost $20.88 Unrealized
TCW STRATEGIC INCOME FUND IN 0.0%
Value ($000) $259 Shares 47,700 Est. Cost $5.50 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $259 Shares 2,897 Est. Cost $85.96 Unrealized
BLACKROCK MUNIHLDS INVSTM QL 0.0%
Value ($000) $258 Shares 16,000 Est. Cost $14.19 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $257 Shares 15,500 Est. Cost $7.27 Unrealized +18.5%
NUVEEN ENHANCED AMT FREE MUN 0.0%
Value ($000) $251 Shares 15,422 Est. Cost $16.28 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $248 Shares 2,315 Est. Cost $106.05 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $244 Shares 3,747 Est. Cost $24.72 Unrealized 0.0%
HIW HIGHWOODS PPTYS INC 0.0%
Value ($000) $239 Shares 4,540 Est. Cost $43.60 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $236 Shares 1,406 Est. Cost $130.92 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.0%
Value ($000) $236 Shares 6,678 Est. Cost $36.68 Unrealized
APOLLO GLOBAL MGMT LLC 0.0%
Value ($000) $235 Shares 15,500 Est. Cost $20.88 Unrealized
LAZARD LTD 0.0%
Value ($000) $232 Shares 7,800 Est. Cost $49.27 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $231 Shares 1,020 Est. Cost $203.32 Unrealized -3.5%
ENLINK MIDSTREAM PARTNERS LP 0.0%
Value ($000) $228 Shares 13,700 Est. Cost $30.40 Unrealized
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $228 Shares 10,000 Est. Cost $20.80 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $226 Shares 3,102 Est. Cost $51.76 Unrealized +1.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $223 Shares 1,500 Est. Cost $149.48 Unrealized -14.4%
HANCOCK JOHN PREMUIM DIV FD 0.0%
Value ($000) $221 Shares 13,017 Est. Cost $13.38 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $217 Shares 1 Est. Cost $199512.94 Unrealized +7.5%
FIRST POTOMAC RLTY TR 0.0%
Value ($000) $217 Shares 23,600 Est. Cost $13.06 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.0%
Value ($000) $213 Shares 9,340 Est. Cost $22.74 Unrealized
DEUTSCHE STRATEGIC INCOME TR 0.0%
Value ($000) $212 Shares 18,450 Est. Cost $12.14 Unrealized
WESTERN ASSET VAR RT STRG FD 0.0%
Value ($000) $210 Shares 13,492 Est. Cost $17.22 Unrealized
MONSANTO CO NEW 0.0%
Value ($000) $201 Shares 1,949 Est. Cost $103.13 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $201 Shares 3,075 Est. Cost $44.11 Unrealized 0.0%
BLACKROCK MUNIYIELD QLTY FD 0.0%
Value ($000) $200 Shares 12,783 Est. Cost $14.08 Unrealized
MFS INTER INCOME TR 0.0%
Value ($000) $195 Shares 42,100 Est. Cost $5.47 Unrealized
ORANY ORANGE 0.0%
Value ($000) $179 Shares 10,900 Est. Cost $12.53 Unrealized
WESTERN ASSET INTM MUNI FD I 0.0%
Value ($000) $171 Shares 16,112 Est. Cost $9.57 Unrealized
BLACKROCK MUNIASSETS FD INC 0.0%
Value ($000) $171 Shares 11,000 Est. Cost $12.62 Unrealized
BLACKROCK MUNIYLD INVST QLTY 0.0%
Value ($000) $156 Shares 10,000 Est. Cost $14.00 Unrealized
MWA MUELLER WTR PRODS INC 0.0%
Value ($000) $154 Shares 13,500 Est. Cost $5.51 Unrealized +65.5%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $144 Shares 10,500 Est. Cost $15.60 Unrealized -28.9%
BLACKROCK INCOME TR INC 0.0%
Value ($000) $129 Shares 19,410 Est. Cost $6.81 Unrealized
PUTMAN HIGH INCOME SEC FUND 0.0%
Value ($000) $128 Shares 16,708 Est. Cost $7.88 Unrealized
NOVAVAX INC 0.0%
Value ($000) $73 Shares 10,000 Est. Cost $5.90 Unrealized
ALLIANZGI CONV & INCOME FD 0.0%
Value ($000) $70 Shares 11,453 Est. Cost $9.52 Unrealized
OMEX ODYSSEY MARINE EXPLORATION I 0.0%
Value ($000) $70 Shares 34,465 Est. Cost $3.62 Unrealized -15.0%
MFS MULTIMARKET INCOME TR 0.0%
Value ($000) $61 Shares 10,153 Est. Cost $6.66 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value ($000) $40 Shares 10,181 Est. Cost $3.93 Unrealized
FTEK FUEL TECH INC 0.0%
Value ($000) $38 Shares 26,319 Est. Cost $2.07 Unrealized -22.4%
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value ($000) $13 Shares 19,000 Est. Cost $0.81 Unrealized 0.0%