FORVIS Wealth Advisors, LLC Diversified Active

CIK: 0001352864 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 18, 2016

Total Value ($000): $718,139 (100.0% shares, 0.0% debt)

Holdings (184)

VTI VANGUARD INDEX FDS 28.5%
Value ($000) $204,342 Shares 1,835,460 Est. Cost $103.76 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 15.9%
Value ($000) $113,886 Shares 2,506,852 Est. Cost $48.03 Unrealized
IVV ISHARES TR 6.6%
Value ($000) $47,642 Shares 218,983 Est. Cost $172.85 Unrealized
POWERSHARES ETF TRUST 3.9%
Value ($000) $28,265 Shares 301,973 Est. Cost $79.74 Unrealized
SCHB SCHWAB STRATEGIC TR 2.2%
Value ($000) $15,665 Shares 299,410 Est. Cost $49.89 Unrealized
JKHY HENRY JACK & ASSOC INC 2.1%
Value ($000) $14,747 Shares 172,380 Est. Cost $42.43 Unrealized +84.7%
IJH ISHARES TR 2.0%
Value ($000) $14,348 Shares 92,739 Est. Cost $125.19 Unrealized
F FORD MTR CO DEL 1.7%
Value ($000) $12,235 Shares 1,013,692 Est. Cost $7.61 Unrealized +1.0%
EFA ISHARES TR 1.6%
Value ($000) $11,321 Shares 191,463 Est. Cost $63.43 Unrealized
SDY SPDR SERIES TRUST 1.4%
Value ($000) $9,799 Shares 116,153 Est. Cost $73.69 Unrealized
EFAV ISHARES TR 1.4%
Value ($000) $9,789 Shares 144,729 Est. Cost $62.88 Unrealized
USMV ISHARES TR 1.3%
Value ($000) $9,412 Shares 207,172 Est. Cost $37.29 Unrealized
SCZ ISHARES TR 1.3%
Value ($000) $9,004 Shares 171,807 Est. Cost $49.07 Unrealized
CWI SPDR INDEX SHS FDS 1.1%
Value ($000) $7,728 Shares 237,965 Est. Cost $31.21 Unrealized
AGG ISHARES TR 1.1%
Value ($000) $7,691 Shares 68,413 Est. Cost $111.43 Unrealized
IVE ISHARES TR 1.0%
Value ($000) $6,837 Shares 72,002 Est. Cost $94.40 Unrealized
IWR ISHARES TR 0.9%
Value ($000) $6,402 Shares 36,723 Est. Cost $161.50 Unrealized
IWV ISHARES TR 0.8%
Value ($000) $5,817 Shares 45,381 Est. Cost $101.13 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $5,451 Shares 48,221 Est. Cost $20.74 Unrealized +16.8%
POWERSHARES ETF TR II 0.7%
Value ($000) $5,065 Shares 137,816 Est. Cost $40.10 Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $4,409 Shares 76,553 Est. Cost $28.48 Unrealized +76.6%
PEP PEPSICO INC 0.6%
Value ($000) $4,255 Shares 39,122 Est. Cost $57.84 Unrealized +40.2%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $3,837 Shares 32,479 Est. Cost $63.51 Unrealized +47.4%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $3,735 Shares 41,619 Est. Cost $56.49 Unrealized +19.5%
ORLY O REILLY AUTOMOTIVE INC NEW 0.5%
Value ($000) $3,684 Shares 13,152 Est. Cost $9.73 Unrealized +92.6%
IEFA ISHARES TR 0.5%
Value ($000) $3,601 Shares 65,314 Est. Cost $53.92 Unrealized
POWERSHARES ETF TRUST 0.5%
Value ($000) $3,569 Shares 33,861 Est. Cost $94.98 Unrealized
CSCO CISCO SYS INC 0.5%
Value ($000) $3,568 Shares 112,483 Est. Cost $15.60 Unrealized +47.9%
GENERAL ELECTRIC CO 0.5%
Value ($000) $3,243 Shares 109,471 Est. Cost $24.08 Unrealized
MMM 3M CO 0.4%
Value ($000) $3,161 Shares 17,938 Est. Cost $64.54 Unrealized +69.2%
IWM ISHARES TR 0.4%
Value ($000) $3,154 Shares 25,393 Est. Cost $106.61 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $3,139 Shares 35,960 Est. Cost $54.55 Unrealized +7.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $3,029 Shares 20,967 Est. Cost $123.76 Unrealized +18.2%
DIS DISNEY WALT CO 0.4%
Value ($000) $3,019 Shares 32,513 Est. Cost $59.66 Unrealized +49.0%
ITOT ISHARES TR 0.4%
Value ($000) $3,011 Shares 60,796 Est. Cost $65.75 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $2,890 Shares 43,400 Est. Cost $40.45 Unrealized +25.7%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $2,848 Shares 23,312 Est. Cost $64.68 Unrealized +51.8%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $2,834 Shares 38,225 Est. Cost $45.14 Unrealized +31.6%
PFE PFIZER INC 0.4%
Value ($000) $2,760 Shares 81,480 Est. Cost $16.80 Unrealized +32.5%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $2,669 Shares 25,934 Est. Cost $69.20 Unrealized -1.0%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $2,611 Shares 25,702 Est. Cost $97.03 Unrealized
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $2,540 Shares 32,295 Est. Cost $55.04 Unrealized +10.2%
SPECTRA ENERGY CORP 0.3%
Value ($000) $2,484 Shares 58,104 Est. Cost $33.24 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $2,339 Shares 53,815 Est. Cost $41.06 Unrealized -24.2%
SYY SYSCO CORP 0.3%
Value ($000) $2,175 Shares 44,380 Est. Cost $26.84 Unrealized +50.0%
MCHP MICROCHIP TECHNOLOGY INC 0.3%
Value ($000) $2,132 Shares 34,307 Est. Cost $18.73 Unrealized +30.3%
CAT CATERPILLAR INC DEL 0.3%
Value ($000) $2,053 Shares 23,127 Est. Cost $61.44 Unrealized +7.4%
GM GENERAL MTRS CO 0.3%
Value ($000) $2,051 Shares 64,546 Est. Cost $26.15 Unrealized -1.1%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $1,921 Shares 29,587 Est. Cost $10.11 Unrealized +37.6%
LABORATORY CORP AMER HLDGS 0.3%
Value ($000) $1,807 Shares 13,144 Est. Cost $100.62 Unrealized
IYZ ISHARES TR 0.3%
Value ($000) $1,805 Shares 56,022 Est. Cost $26.74 Unrealized
CSX CSX CORP 0.2%
Value ($000) $1,776 Shares 58,222 Est. Cost $6.95 Unrealized +19.3%
WMT WAL-MART STORES INC 0.2%
Value ($000) $1,667 Shares 23,116 Est. Cost $20.16 Unrealized +2.2%
CB CHUBB LIMITED 0.2%
Value ($000) $1,635 Shares 13,015 Est. Cost $97.95 Unrealized +9.5%
IWB ISHARES TR 0.2%
Value ($000) $1,631 Shares 13,537 Est. Cost $101.98 Unrealized
WDC WESTERN DIGITAL CORP 0.2%
Value ($000) $1,598 Shares 27,337 Est. Cost $34.94 Unrealized -5.2%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $1,520 Shares 22,850 Est. Cost $48.29 Unrealized +2.3%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,485 Shares 9,345 Est. Cost $112.34 Unrealized -9.4%
ELV ANTHEM INC 0.2%
Value ($000) $1,461 Shares 11,656 Est. Cost $106.45 Unrealized +6.8%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $1,455 Shares 17,114 Est. Cost $42.81 Unrealized +41.4%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $1,451 Shares 32,773 Est. Cost $38.53 Unrealized -4.4%
VANECK VECTORS ETF TR 0.2%
Value ($000) $1,448 Shares 58,893 Est. Cost $24.84 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $1,446 Shares 38,301 Est. Cost $17.96 Unrealized +59.4%
TIME WARNER INC 0.2%
Value ($000) $1,420 Shares 17,834 Est. Cost $67.65 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $1,373 Shares 11,239 Est. Cost $109.49 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $1,352 Shares 31,953 Est. Cost $28.14 Unrealized +15.7%
BAX BAXTER INTL INC 0.2%
Value ($000) $1,334 Shares 28,027 Est. Cost $31.01 Unrealized +30.3%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,326 Shares 20,706 Est. Cost $63.31 Unrealized -11.1%
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,301 Shares 27,240 Est. Cost $42.03 Unrealized
KRE SPDR SERIES TRUST 0.2%
Value ($000) $1,260 Shares 29,816 Est. Cost $36.84 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,229 Shares 23,647 Est. Cost $27.61 Unrealized +19.1%
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,175 Shares 18,590 Est. Cost $20.18 Unrealized +72.3%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.2%
Value ($000) $1,150 Shares 24,998 Est. Cost $47.10 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $1,136 Shares 18,210 Est. Cost $34.64 Unrealized +26.2%
IWF ISHARES TR 0.2%
Value ($000) $1,082 Shares 10,384 Est. Cost $99.01 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $980 Shares 1,219 Est. Cost $37.05 Unrealized +4.8%
ABBV ABBVIE INC 0.1%
Value ($000) $937 Shares 14,864 Est. Cost $30.76 Unrealized +42.8%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $936 Shares 10,003 Est. Cost $92.30 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $930 Shares 11,540 Est. Cost $78.07 Unrealized
L BRANDS INC 0.1%
Value ($000) $910 Shares 12,854 Est. Cost $86.61 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $889 Shares 20,719 Est. Cost $28.60 Unrealized +4.8%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $872 Shares 23,164 Est. Cost $40.11 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $840 Shares 8,641 Est. Cost $50.44 Unrealized +23.5%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $824 Shares 7,335 Est. Cost $104.41 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $803 Shares 3,714 Est. Cost $190.07 Unrealized
IDU ISHARES TR 0.1%
Value ($000) $803 Shares 6,548 Est. Cost $94.59 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $795 Shares 6,195 Est. Cost $99.56 Unrealized +23.8%
TC PIPELINES LP 0.1%
Value ($000) $753 Shares 13,200 Est. Cost $48.71 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $751 Shares 11,314 Est. Cost $21.27 Unrealized +25.1%
YUM YUM BRANDS INC 0.1%
Value ($000) $746 Shares 8,217 Est. Cost $41.22 Unrealized +30.7%
IJR ISHARES TR 0.1%
Value ($000) $738 Shares 5,944 Est. Cost $115.37 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $730 Shares 5,215 Est. Cost $80.51 Unrealized +49.7%
V VISA INC 0.1%
Value ($000) $716 Shares 8,656 Est. Cost $64.01 Unrealized +17.1%
EEM ISHARES TR 0.1%
Value ($000) $711 Shares 18,973 Est. Cost $40.76 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $703 Shares 17,906 Est. Cost $30.19 Unrealized +17.4%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $696 Shares 18,347 Est. Cost $24.10 Unrealized +22.1%
BND VANGUARD BD INDEX FD INC 0.1%
Value ($000) $691 Shares 8,213 Est. Cost $81.34 Unrealized
BAC BANK AMER CORP 0.1%
Value ($000) $675 Shares 43,150 Est. Cost $11.64 Unrealized +3.7%
BP BP PLC 0.1%
Value ($000) $651 Shares 18,509 Est. Cost $36.81 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $647 Shares 22,473 Est. Cost $28.07 Unrealized
TORTOISE ENERGY INFRA CORP 0.1%
Value ($000) $636 Shares 20,690 Est. Cost $30.74 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $606 Shares 724 Est. Cost $24.83 Unrealized +54.1%
BA BOEING CO 0.1%
Value ($000) $596 Shares 4,527 Est. Cost $111.71 Unrealized +8.1%
MUB ISHARES TR 0.1%
Value ($000) $593 Shares 5,262 Est. Cost $111.35 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $591 Shares 5,126 Est. Cost $72.22 Unrealized +30.9%
IYM ISHARES TR 0.1%
Value ($000) $571 Shares 7,227 Est. Cost $67.05 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $565 Shares 727 Est. Cost $35.97 Unrealized +4.8%
CLX CLOROX CO DEL 0.1%
Value ($000) $547 Shares 4,366 Est. Cost $61.27 Unrealized +63.6%
LOW LOWES COS INC 0.1%
Value ($000) $544 Shares 7,529 Est. Cost $54.93 Unrealized +19.1%
CVS CVS HEALTH CORP 0.1%
Value ($000) $533 Shares 5,993 Est. Cost $59.79 Unrealized +18.6%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $519 Shares 7,744 Est. Cost $57.20 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $519 Shares 3,113 Est. Cost $116.48 Unrealized +9.7%
HON HONEYWELL INTL INC 0.1%
Value ($000) $517 Shares 4,433 Est. Cost $80.38 Unrealized +7.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $501 Shares 11,419 Est. Cost $24.14 Unrealized +45.9%
NUVEEN TAX ADVANTAGED DIV GR 0.1%
Value ($000) $498 Shares 33,517 Est. Cost $15.03 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $480 Shares 3,805 Est. Cost $72.70 Unrealized +28.6%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $466 Shares 9,503 Est. Cost $41.10 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $457 Shares 3,553 Est. Cost $71.06 Unrealized +49.6%
UNP UNION PAC CORP 0.1%
Value ($000) $456 Shares 4,672 Est. Cost $71.52 Unrealized +6.2%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $444 Shares 2,861 Est. Cost $94.24 Unrealized +29.0%
IWD ISHARES TR 0.1%
Value ($000) $443 Shares 4,199 Est. Cost $103.08 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $436 Shares 3,583 Est. Cost $118.56 Unrealized
IYG ISHARES TR 0.1%
Value ($000) $428 Shares 4,875 Est. Cost $71.50 Unrealized
FNDX SCHWAB STRATEGIC TR 0.1%
Value ($000) $427 Shares 13,731 Est. Cost $28.72 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $423 Shares 5,251 Est. Cost $52.03 Unrealized +4.6%
BROADCOM LTD 0.1%
Value ($000) $404 Shares 2,342 Est. Cost $159.06 Unrealized
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $396 Shares 6,169 Est. Cost $31.40 Unrealized +53.8%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $381 Shares 7,075 Est. Cost $39.47 Unrealized +16.9%
DOW CHEM CO 0.1%
Value ($000) $381 Shares 7,343 Est. Cost $51.42 Unrealized
CELGENE CORP 0.1%
Value ($000) $370 Shares 3,543 Est. Cost $110.63 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $364 Shares 3,131 Est. Cost $100.90 Unrealized +4.0%
IXUS ISHARES TR 0.0%
Value ($000) $353 Shares 6,752 Est. Cost $49.18 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $349 Shares 3,515 Est. Cost $94.45 Unrealized
MFA FINL INC 0.0%
Value ($000) $338 Shares 45,200 Est. Cost $7.45 Unrealized
SUNTRUST BKS INC 0.0%
Value ($000) $336 Shares 7,679 Est. Cost $38.68 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value ($000) $331 Shares 6,288 Est. Cost $34.82 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $327 Shares 3,770 Est. Cost $81.40 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $325 Shares 6,877 Est. Cost $37.44 Unrealized -8.8%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $324 Shares 3,248 Est. Cost $90.12 Unrealized -11.2%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $320 Shares 2,602 Est. Cost $79.31 Unrealized +19.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $317 Shares 2,642 Est. Cost $73.80 Unrealized +25.8%
LAM RESEARCH CORP 0.0%
Value ($000) $307 Shares 3,238 Est. Cost $66.62 Unrealized
BANK OF THE OZARKS INC 0.0%
Value ($000) $307 Shares 8,000 Est. Cost $45.00 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $304 Shares 6,866 Est. Cost $44.28 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $298 Shares 2,175 Est. Cost $108.66 Unrealized
LEA LEAR CORP 0.0%
Value ($000) $295 Shares 2,434 Est. Cost $99.33 Unrealized -4.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $294 Shares 3,283 Est. Cost $48.17 Unrealized +20.5%
PLD PROLOGIS INC 0.0%
Value ($000) $293 Shares 5,478 Est. Cost $30.25 Unrealized +33.6%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $290 Shares 10,532 Est. Cost $17.03 Unrealized +18.8%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $286 Shares 3,810 Est. Cost $63.35 Unrealized 0.0%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $286 Shares 3,725 Est. Cost $27.70 Unrealized 0.0%
DHI D R HORTON INC 0.0%
Value ($000) $286 Shares 9,473 Est. Cost $27.92 Unrealized +3.6%
NDAQ NASDAQ INC 0.0%
Value ($000) $281 Shares 4,155 Est. Cost $17.68 Unrealized +12.3%
EXC EXELON CORP 0.0%
Value ($000) $276 Shares 8,296 Est. Cost $18.08 Unrealized 0.0%
ABT ABBOTT LABS 0.0%
Value ($000) $275 Shares 6,502 Est. Cost $30.77 Unrealized +17.4%
1741046D STERIS PLC 0.0%
Value ($000) $275 Shares 3,765 Est. Cost $69.60 Unrealized
CDW CDW CORP 0.0%
Value ($000) $273 Shares 5,978 Est. Cost $38.13 Unrealized +3.0%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $272 Shares 4,133 Est. Cost $68.77 Unrealized -10.7%
BLACKROCK HEALTH SCIENCES TR 0.0%
Value ($000) $271 Shares 7,884 Est. Cost $35.65 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $265 Shares 3,681 Est. Cost $20.42 Unrealized +43.2%
EGP EASTGROUP PPTY INC 0.0%
Value ($000) $265 Shares 3,605 Est. Cost $60.44 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $265 Shares 1,990 Est. Cost $133.59 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $259 Shares 3,819 Est. Cost $46.01 Unrealized +26.4%
NKE NIKE INC 0.0%
Value ($000) $258 Shares 4,907 Est. Cost $55.02 Unrealized -9.1%
DISCOVER FINL SVCS 0.0%
Value ($000) $257 Shares 4,537 Est. Cost $56.65 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $256 Shares 2,515 Est. Cost $90.84 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $251 Shares 3,132 Est. Cost $42.66 Unrealized +32.2%
SBUX STARBUCKS CORP 0.0%
Value ($000) $242 Shares 4,468 Est. Cost $40.03 Unrealized +14.5%
RF REGIONS FINL CORP NEW 0.0%
Value ($000) $236 Shares 23,930 Est. Cost $6.45 Unrealized +3.1%
CMS CMS ENERGY CORP 0.0%
Value ($000) $233 Shares 5,544 Est. Cost $29.72 Unrealized +11.4%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $232 Shares 821 Est. Cost $282.58 Unrealized
ALLERGAN PLC 0.0%
Value ($000) $231 Shares 1,005 Est. Cost $229.85 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $229 Shares 2,594 Est. Cost $69.05 Unrealized +7.3%
GIS GENERAL MLS INC 0.0%
Value ($000) $229 Shares 3,581 Est. Cost $36.64 Unrealized +36.5%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $225 Shares 8,132 Est. Cost $49.00 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $218 Shares 697 Est. Cost $279.43 Unrealized +6.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $215 Shares 1,962 Est. Cost $77.25 Unrealized 0.0%
PRICELINE GRP INC 0.0%
Value ($000) $210 Shares 143 Est. Cost $1468.53 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $210 Shares 2,656 Est. Cost $64.57 Unrealized -10.5%
PPG PPG INDS INC 0.0%
Value ($000) $204 Shares 1,975 Est. Cost $88.30 Unrealized 0.0%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $155 Shares 14,532 Est. Cost $22.91 Unrealized -53.9%
WEATHERFORD INTL PLC 0.0%
Value ($000) $102 Shares 18,127 Est. Cost $5.63 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $78 Shares 12,421 Est. Cost $4.30 Unrealized
TRUETT-HURST INC 0.0%
Value ($000) $16 Shares 10,000 Est. Cost $2.30 Unrealized