ProVise Management Group, LLC Diversified Active

CIK: 0001305707 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 7, 2016

Total Value ($000): $576,958 (100.0% shares, 0.0% debt)

Holdings (323)

VIG VANGUARD SPECIALIZED PORTFOL 4.7%
Value ($000) $26,978 Shares 321,427 Est. Cost $66.84 Unrealized
SDY SPDR SERIES TRUST 2.7%
Value ($000) $15,405 Shares 182,605 Est. Cost $67.66 Unrealized
SCHM SCHWAB STRATEGIC TR 2.5%
Value ($000) $14,611 Shares 335,757 Est. Cost $41.02 Unrealized
SDOG ALPS ETF TR 2.0%
Value ($000) $11,538 Shares 277,552 Est. Cost $36.48 Unrealized
IJR ISHARES TR 1.9%
Value ($000) $11,040 Shares 88,929 Est. Cost $93.79 Unrealized
GENERAL ELECTRIC CO 1.7%
Value ($000) $9,729 Shares 328,444 Est. Cost $24.34 Unrealized
SCHD SCHWAB STRATEGIC TR 1.5%
Value ($000) $8,577 Shares 202,730 Est. Cost $38.56 Unrealized
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $8,401 Shares 71,115 Est. Cost $61.67 Unrealized +51.7%
PG PROCTER AND GAMBLE CO 1.4%
Value ($000) $8,242 Shares 91,834 Est. Cost $57.82 Unrealized +16.8%
DON WISDOMTREE TR 1.4%
Value ($000) $8,236 Shares 90,623 Est. Cost $82.67 Unrealized
PEP PEPSICO INC 1.4%
Value ($000) $8,207 Shares 75,451 Est. Cost $57.26 Unrealized +41.6%
EFAV ISHARES TR 1.3%
Value ($000) $7,569 Shares 111,900 Est. Cost $64.17 Unrealized
PFE PFIZER INC 1.3%
Value ($000) $7,375 Shares 217,773 Est. Cost $18.57 Unrealized +19.9%
IJH ISHARES TR 1.3%
Value ($000) $7,312 Shares 47,264 Est. Cost $130.74 Unrealized
V VISA INC 1.2%
Value ($000) $6,999 Shares 84,628 Est. Cost $61.60 Unrealized +21.7%
BLACKROCK INC 1.1%
Value ($000) $6,514 Shares 17,971 Est. Cost $310.39 Unrealized
WFC WELLS FARGO & CO NEW 1.0%
Value ($000) $5,994 Shares 135,369 Est. Cost $31.81 Unrealized +15.8%
NVS NOVARTIS A G 1.0%
Value ($000) $5,983 Shares 75,763 Est. Cost $77.27 Unrealized
SCHG SCHWAB STRATEGIC TR 1.0%
Value ($000) $5,737 Shares 103,406 Est. Cost $50.19 Unrealized
EMR EMERSON ELEC CO 1.0%
Value ($000) $5,653 Shares 103,699 Est. Cost $40.75 Unrealized +3.8%
KO COCA COLA CO 1.0%
Value ($000) $5,483 Shares 129,564 Est. Cost $27.58 Unrealized +18.1%
UNITED TECHNOLOGIES CORP 0.9%
Value ($000) $5,443 Shares 53,575 Est. Cost $101.39 Unrealized
HDV ISHARES TR 0.9%
Value ($000) $5,347 Shares 65,780 Est. Cost $66.34 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.9%
Value ($000) $5,275 Shares 190,911 Est. Cost $41.38 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $5,220 Shares 36,131 Est. Cost $143.01 Unrealized +2.3%
AMGN AMGEN INC 0.9%
Value ($000) $5,185 Shares 31,077 Est. Cost $116.99 Unrealized +9.2%
SCHA SCHWAB STRATEGIC TR 0.9%
Value ($000) $5,185 Shares 90,102 Est. Cost $54.83 Unrealized
UNILEVER PLC 0.8%
Value ($000) $4,847 Shares 102,256 Est. Cost $40.89 Unrealized
TIME WARNER INC 0.8%
Value ($000) $4,793 Shares 60,202 Est. Cost $73.77 Unrealized
GOOGL ALPHABET INC 0.8%
Value ($000) $4,749 Shares 5,907 Est. Cost $36.90 Unrealized +5.2%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $4,712 Shares 73,575 Est. Cost $62.16 Unrealized -9.4%
AAPL APPLE INC 0.8%
Value ($000) $4,687 Shares 41,455 Est. Cost $20.88 Unrealized +16.1%
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $4,620 Shares 53,095 Est. Cost $68.42 Unrealized
CMP COMPASS MINERALS INTL INC 0.7%
Value ($000) $4,185 Shares 56,767 Est. Cost $57.59 Unrealized -5.5%
AEP AMERICAN ELEC PWR INC 0.7%
Value ($000) $4,079 Shares 63,510 Est. Cost $33.73 Unrealized +43.2%
SPECTRA ENERGY CORP 0.7%
Value ($000) $4,062 Shares 95,013 Est. Cost $35.55 Unrealized
EFA ISHARES TR 0.7%
Value ($000) $4,040 Shares 68,331 Est. Cost $61.21 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $4,038 Shares 4,822 Est. Cost $33.76 Unrealized +13.4%
BLACKROCK CORE BD TR 0.7%
Value ($000) $3,904 Shares 274,739 Est. Cost $13.57 Unrealized
FNDA SCHWAB STRATEGIC TR 0.7%
Value ($000) $3,902 Shares 125,295 Est. Cost $29.45 Unrealized
VOE VANGUARD INDEX FDS 0.7%
Value ($000) $3,887 Shares 41,545 Est. Cost $86.18 Unrealized
PM PHILIP MORRIS INTL INC 0.7%
Value ($000) $3,872 Shares 39,829 Est. Cost $48.38 Unrealized +28.7%
WELL WELLTOWER INC 0.7%
Value ($000) $3,822 Shares 51,123 Est. Cost $49.63 Unrealized +8.8%
IWF ISHARES TR 0.7%
Value ($000) $3,781 Shares 36,300 Est. Cost $73.73 Unrealized
UNP UNION PAC CORP 0.6%
Value ($000) $3,678 Shares 37,713 Est. Cost $77.60 Unrealized -2.1%
SCHF SCHWAB STRATEGIC TR 0.6%
Value ($000) $3,659 Shares 127,109 Est. Cost $30.16 Unrealized
FAST FASTENAL CO 0.6%
Value ($000) $3,632 Shares 86,947 Est. Cost $7.98 Unrealized +4.3%
VOT VANGUARD INDEX FDS 0.6%
Value ($000) $3,552 Shares 33,389 Est. Cost $98.82 Unrealized
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $3,400 Shares 30,277 Est. Cost $79.45 Unrealized
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $3,292 Shares 68,898 Est. Cost $36.74 Unrealized
T AT&T INC 0.6%
Value ($000) $3,238 Shares 79,722 Est. Cost $11.97 Unrealized +36.1%
COR AMERISOURCEBERGEN CORP 0.6%
Value ($000) $3,220 Shares 39,851 Est. Cost $64.28 Unrealized 0.0%
HCP INC 0.6%
Value ($000) $3,187 Shares 83,999 Est. Cost $35.37 Unrealized
LOW LOWES COS INC 0.5%
Value ($000) $3,083 Shares 42,695 Est. Cost $44.01 Unrealized +48.7%
VTR VENTAS INC 0.5%
Value ($000) $3,060 Shares 43,326 Est. Cost $39.60 Unrealized +22.1%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $3,025 Shares 58,202 Est. Cost $27.89 Unrealized +18.0%
PRICELINE GRP INC 0.5%
Value ($000) $2,886 Shares 1,961 Est. Cost $1180.52 Unrealized
VTIP VANGUARD MALVERN FDS 0.5%
Value ($000) $2,879 Shares 57,980 Est. Cost $49.40 Unrealized
BSV VANGUARD BD INDEX FD INC 0.5%
Value ($000) $2,860 Shares 35,381 Est. Cost $80.05 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $2,858 Shares 42,925 Est. Cost $39.59 Unrealized +28.4%
GIS GENERAL MLS INC 0.5%
Value ($000) $2,857 Shares 44,715 Est. Cost $32.61 Unrealized +53.4%
VYM VANGUARD WHITEHALL FDS INC 0.5%
Value ($000) $2,845 Shares 39,427 Est. Cost $68.09 Unrealized
RWO SPDR INDEX SHS FDS 0.5%
Value ($000) $2,783 Shares 55,862 Est. Cost $46.89 Unrealized
WESTERN ASSET PREMIER BD FD 0.5%
Value ($000) $2,715 Shares 202,312 Est. Cost $13.99 Unrealized
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $2,684 Shares 24,545 Est. Cost $67.23 Unrealized +14.9%
VO VANGUARD INDEX FDS 0.5%
Value ($000) $2,659 Shares 20,550 Est. Cost $110.57 Unrealized
SO SOUTHERN CO 0.5%
Value ($000) $2,617 Shares 51,029 Est. Cost $27.99 Unrealized +27.2%
INTC INTEL CORP 0.4%
Value ($000) $2,533 Shares 67,103 Est. Cost $18.66 Unrealized +53.3%
BLACKROCK CR ALLCTN INC TR 0.4%
Value ($000) $2,530 Shares 189,500 Est. Cost $12.98 Unrealized
VBR VANGUARD INDEX FDS 0.4%
Value ($000) $2,522 Shares 22,797 Est. Cost $96.06 Unrealized
EXPRESS SCRIPTS HLDG CO 0.4%
Value ($000) $2,477 Shares 35,110 Est. Cost $72.33 Unrealized
CVS CVS HEALTH CORP 0.4%
Value ($000) $2,472 Shares 27,774 Est. Cost $45.21 Unrealized +56.8%
SCHZ SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,462 Shares 45,891 Est. Cost $52.97 Unrealized
O REALTY INCOME CORP 0.4%
Value ($000) $2,461 Shares 36,772 Est. Cost $24.81 Unrealized +70.8%
META FACEBOOK INC 0.4%
Value ($000) $2,453 Shares 19,124 Est. Cost $80.92 Unrealized +52.3%
MRK MERCK & CO INC 0.4%
Value ($000) $2,387 Shares 38,246 Est. Cost $39.63 Unrealized +10.3%
SCHV SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,326 Shares 51,073 Est. Cost $43.10 Unrealized
C CITIGROUP INC 0.4%
Value ($000) $2,321 Shares 49,141 Est. Cost $33.25 Unrealized +2.7%
MAGELLAN MIDSTREAM PRTNRS LP 0.4%
Value ($000) $2,270 Shares 32,087 Est. Cost $75.49 Unrealized
MSCI MSCI INC 0.4%
Value ($000) $2,268 Shares 27,020 Est. Cost $53.36 Unrealized +44.0%
AMERIGAS PARTNERS L P 0.4%
Value ($000) $2,214 Shares 48,475 Est. Cost $47.06 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $2,193 Shares 38,072 Est. Cost $39.22 Unrealized +28.2%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $2,190 Shares 27,363 Est. Cost $53.82 Unrealized +4.8%
PFF ISHARES TR 0.4%
Value ($000) $2,175 Shares 55,070 Est. Cost $39.28 Unrealized
VBK VANGUARD INDEX FDS 0.4%
Value ($000) $2,147 Shares 16,297 Est. Cost $114.59 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $2,084 Shares 20,476 Est. Cost $79.75 Unrealized +13.9%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $2,055 Shares 19,966 Est. Cost $71.67 Unrealized -4.5%
CELGENE CORP 0.3%
Value ($000) $1,914 Shares 18,306 Est. Cost $103.51 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,868 Shares 12,035 Est. Cost $86.71 Unrealized +40.3%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $1,859 Shares 21,433 Est. Cost $70.62 Unrealized
PIMCO DYNAMIC INCOME FD 0.3%
Value ($000) $1,838 Shares 64,535 Est. Cost $28.70 Unrealized
RYDEX ETF TRUST 0.3%
Value ($000) $1,819 Shares 58,216 Est. Cost $39.36 Unrealized
KHC KRAFT HEINZ CO 0.3%
Value ($000) $1,814 Shares 20,261 Est. Cost $47.82 Unrealized +21.4%
VLO VALERO ENERGY CORP NEW 0.3%
Value ($000) $1,805 Shares 34,060 Est. Cost $35.87 Unrealized +2.4%
BLACKROCK MUNICIPAL BOND TR 0.3%
Value ($000) $1,778 Shares 99,026 Est. Cost $16.33 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $1,761 Shares 2,265 Est. Cost $35.61 Unrealized +5.8%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,710 Shares 31,584 Est. Cost $34.50 Unrealized +32.9%
RYDEX ETF TRUST 0.3%
Value ($000) $1,684 Shares 19,368 Est. Cost $85.70 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $1,675 Shares 42,645 Est. Cost $32.34 Unrealized +9.5%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,664 Shares 19,065 Est. Cost $53.50 Unrealized +9.4%
CLAYMORE EXCHANGE TRD FD TR 0.3%
Value ($000) $1,637 Shares 75,392 Est. Cost $21.62 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,633 Shares 25,890 Est. Cost $29.91 Unrealized +46.8%
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,612 Shares 83,468 Est. Cost $22.16 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,598 Shares 21,553 Est. Cost $44.38 Unrealized +33.8%
HANESBRANDS INC 0.3%
Value ($000) $1,539 Shares 60,970 Est. Cost $25.24 Unrealized
BAC BANK AMER CORP 0.3%
Value ($000) $1,526 Shares 97,481 Est. Cost $11.09 Unrealized +8.8%
SNY SANOFI 0.3%
Value ($000) $1,526 Shares 39,946 Est. Cost $50.86 Unrealized
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $1,511 Shares 34,408 Est. Cost $25.02 Unrealized +40.7%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $1,502 Shares 12,294 Est. Cost $99.21 Unrealized
ENB ENBRIDGE INC 0.3%
Value ($000) $1,499 Shares 33,885 Est. Cost $22.25 Unrealized +8.2%
XLB SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,492 Shares 31,258 Est. Cost $45.50 Unrealized
RYDEX ETF TRUST 0.3%
Value ($000) $1,478 Shares 14,010 Est. Cost $105.50 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $1,474 Shares 34,860 Est. Cost $30.13 Unrealized +19.9%
SCHH SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,459 Shares 34,225 Est. Cost $42.63 Unrealized
BLACKROCK FLOAT RATE OME STR 0.3%
Value ($000) $1,451 Shares 104,636 Est. Cost $14.64 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $1,451 Shares 62,730 Est. Cost $10.91 Unrealized +19.7%
USB US BANCORP DEL 0.3%
Value ($000) $1,451 Shares 33,834 Est. Cost $28.40 Unrealized +5.5%
ALLERGAN PLC 0.2%
Value ($000) $1,423 Shares 6,178 Est. Cost $231.38 Unrealized
IJS ISHARES TR 0.2%
Value ($000) $1,415 Shares 11,336 Est. Cost $116.73 Unrealized
BLACKROCK FLOATING RATE INCO 0.2%
Value ($000) $1,390 Shares 102,846 Est. Cost $13.04 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,367 Shares 10,618 Est. Cost $56.05 Unrealized +89.7%
MET METLIFE INC 0.2%
Value ($000) $1,353 Shares 30,459 Est. Cost $26.91 Unrealized +1.8%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,344 Shares 19,036 Est. Cost $67.82 Unrealized
RYDEX ETF TRUST 0.2%
Value ($000) $1,310 Shares 14,052 Est. Cost $88.03 Unrealized
GLAXOSMITHKLINE PLC 0.2%
Value ($000) $1,306 Shares 30,288 Est. Cost $40.51 Unrealized
WMT WAL-MART STORES INC 0.2%
Value ($000) $1,274 Shares 17,675 Est. Cost $20.01 Unrealized +3.0%
DEO DIAGEO P L C 0.2%
Value ($000) $1,268 Shares 10,927 Est. Cost $116.76 Unrealized
SLYV SPDR SERIES TRUST 0.2%
Value ($000) $1,227 Shares 11,445 Est. Cost $107.21 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1,213 Shares 19,032 Est. Cost $31.11 Unrealized +77.3%
DREYFUS STRATEGIC MUNS INC 0.2%
Value ($000) $1,184 Shares 126,671 Est. Cost $8.67 Unrealized
DWM WISDOMTREE TR 0.2%
Value ($000) $1,167 Shares 24,793 Est. Cost $46.20 Unrealized
WDC WESTERN DIGITAL CORP 0.2%
Value ($000) $1,155 Shares 19,750 Est. Cost $33.73 Unrealized -1.8%
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,154 Shares 22,056 Est. Cost $48.14 Unrealized
NUVEEN ENHANCED MUN VALUE FD 0.2%
Value ($000) $1,149 Shares 72,167 Est. Cost $16.24 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $1,143 Shares 36,019 Est. Cost $17.93 Unrealized +28.6%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $1,135 Shares 6,814 Est. Cost $109.85 Unrealized +30.2%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $1,114 Shares 27,210 Est. Cost $35.85 Unrealized +6.9%
PAYX PAYCHEX INC 0.2%
Value ($000) $1,070 Shares 18,496 Est. Cost $25.27 Unrealized +79.5%
BLACKSTONE GROUP L P 0.2%
Value ($000) $1,059 Shares 41,500 Est. Cost $30.23 Unrealized
FEDERATED PREM MUN INC FD 0.2%
Value ($000) $1,035 Shares 64,395 Est. Cost $15.07 Unrealized
DWX SPDR INDEX SHS FDS 0.2%
Value ($000) $1,034 Shares 28,081 Est. Cost $44.36 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $1,027 Shares 14,989 Est. Cost $40.23 Unrealized +16.6%
IVW ISHARES TR 0.2%
Value ($000) $1,018 Shares 8,362 Est. Cost $101.62 Unrealized
TOTAL S A 0.2%
Value ($000) $954 Shares 19,997 Est. Cost $48.66 Unrealized
ALPS ETF TR 0.2%
Value ($000) $946 Shares 74,539 Est. Cost $15.36 Unrealized
AIG AMERICAN INTL GROUP INC 0.2%
Value ($000) $944 Shares 15,901 Est. Cost $43.30 Unrealized +4.1%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $932 Shares 24,787 Est. Cost $40.22 Unrealized
CYPRESS SEMICONDUCTOR CORP 0.2%
Value ($000) $927 Shares 76,200 Est. Cost $10.64 Unrealized
NEUBERGER BERMAN INTER MUNI 0.2%
Value ($000) $926 Shares 55,792 Est. Cost $14.68 Unrealized
DREYFUS STRATEGIC MUN BD FD 0.2%
Value ($000) $918 Shares 103,622 Est. Cost $8.25 Unrealized
GM GENERAL MTRS CO 0.2%
Value ($000) $891 Shares 28,037 Est. Cost $25.03 Unrealized +3.3%
NUVEEN FLTNG RTE INCM OPP FD 0.2%
Value ($000) $880 Shares 79,591 Est. Cost $12.27 Unrealized
BLACKROCK LTD DURATION INC T 0.1%
Value ($000) $863 Shares 55,594 Est. Cost $16.69 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $858 Shares 9,245 Est. Cost $85.60 Unrealized +3.8%
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $853 Shares 39,845 Est. Cost $21.34 Unrealized
FNLC FIRST BANCORP INC ME 0.1%
Value ($000) $851 Shares 35,500 Est. Cost $11.77 Unrealized +21.0%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $842 Shares 21,372 Est. Cost $28.73 Unrealized +17.6%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $840 Shares 5,288 Est. Cost $109.44 Unrealized -7.0%
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $829 Shares 6,060 Est. Cost $125.65 Unrealized
POWERSHARES ETF TRUST 0.1%
Value ($000) $820 Shares 43,050 Est. Cost $17.88 Unrealized
SENIOR HSG PPTYS TR 0.1%
Value ($000) $817 Shares 35,960 Est. Cost $25.86 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $814 Shares 4,875 Est. Cost $173.09 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $811 Shares 7,029 Est. Cost $80.43 Unrealized +17.5%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $808 Shares 13,826 Est. Cost $55.71 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $798 Shares 3,692 Est. Cost $201.53 Unrealized
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $797 Shares 11,908 Est. Cost $53.23 Unrealized
FTSM FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $784 Shares 13,086 Est. Cost $59.86 Unrealized
BLACKROCK MUNIHLDGS FD II IN 0.1%
Value ($000) $771 Shares 46,325 Est. Cost $15.18 Unrealized
RYDEX ETF TRUST 0.1%
Value ($000) $769 Shares 28,017 Est. Cost $27.45 Unrealized
DGS WISDOMTREE TR 0.1%
Value ($000) $768 Shares 18,390 Est. Cost $46.05 Unrealized
BP BP PLC 0.1%
Value ($000) $763 Shares 21,703 Est. Cost $39.63 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $753 Shares 9,334 Est. Cost $79.65 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $749 Shares 3,442 Est. Cost $211.33 Unrealized
XMUIX BLACKROCK MUNI INTER DR FD I 0.1%
Value ($000) $745 Shares 49,112 Est. Cost $14.58 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $723 Shares 11,436 Est. Cost $17.54 Unrealized +98.2%
SPECTRA ENERGY PARTNERS LP 0.1%
Value ($000) $703 Shares 16,064 Est. Cost $47.75 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $699 Shares 46,389 Est. Cost $15.07 Unrealized
BLACKROCK TAX MUNICPAL BD TR 0.1%
Value ($000) $677 Shares 28,254 Est. Cost $23.77 Unrealized
UBS AG JERSEY BRH 0.1%
Value ($000) $671 Shares 23,642 Est. Cost $26.46 Unrealized
DEM WISDOMTREE TR 0.1%
Value ($000) $665 Shares 17,702 Est. Cost $48.33 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $660 Shares 7,700 Est. Cost $68.18 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $658 Shares 2,746 Est. Cost $99.76 Unrealized +95.3%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $646 Shares 11,992 Est. Cost $31.55 Unrealized +46.2%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $645 Shares 8,163 Est. Cost $55.76 Unrealized +3.6%
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $636 Shares 6,750 Est. Cost $61.08 Unrealized +6.3%
BAX BAXTER INTL INC 0.1%
Value ($000) $635 Shares 13,350 Est. Cost $30.52 Unrealized +32.4%
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $633 Shares 29,310 Est. Cost $21.57 Unrealized
DOW CHEM CO 0.1%
Value ($000) $624 Shares 12,044 Est. Cost $48.43 Unrealized
SLYG SPDR SERIES TRUST 0.1%
Value ($000) $624 Shares 3,261 Est. Cost $191.35 Unrealized
DSI ISHARES TR 0.1%
Value ($000) $621 Shares 7,710 Est. Cost $60.49 Unrealized
BA BOEING CO 0.1%
Value ($000) $620 Shares 4,710 Est. Cost $103.86 Unrealized +16.3%
DEUTSCHE MUN INCOME 0.1%
Value ($000) $618 Shares 43,867 Est. Cost $13.25 Unrealized
SCHW SCHWAB CHARLES CORP NEW 0.1%
Value ($000) $617 Shares 19,556 Est. Cost $19.70 Unrealized +32.1%
EATON VANCE LTD DUR INCOME F 0.1%
Value ($000) $612 Shares 44,624 Est. Cost $14.80 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $601 Shares 5,983 Est. Cost $61.37 Unrealized +25.8%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $582 Shares 9,511 Est. Cost $60.89 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $572 Shares 12,755 Est. Cost $34.78 Unrealized +4.6%
NUVEEN ENHANCED MUN CREDIT O 0.1%
Value ($000) $566 Shares 35,936 Est. Cost $15.92 Unrealized
POWERSHARES ETF TRUST II 0.1%
Value ($000) $546 Shares 23,544 Est. Cost $24.47 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $546 Shares 6,190 Est. Cost $45.34 Unrealized +63.4%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $541 Shares 6,884 Est. Cost $67.66 Unrealized -10.3%
ENERGY TRANSFER PRTNRS L P 0.1%
Value ($000) $536 Shares 14,494 Est. Cost $50.54 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $532 Shares 3,047 Est. Cost $141.21 Unrealized
DREYFUS MUN INCOME INC 0.1%
Value ($000) $515 Shares 53,655 Est. Cost $9.31 Unrealized
ET ENERGY TRANSFER EQUITY L P 0.1%
Value ($000) $514 Shares 30,600 Est. Cost $37.18 Unrealized
TWENTY FIRST CENTY FOX INC 0.1%
Value ($000) $512 Shares 20,704 Est. Cost $33.12 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $484 Shares 4,292 Est. Cost $107.59 Unrealized
SPYX SPDR SER TR 0.1%
Value ($000) $482 Shares 9,254 Est. Cost $49.50 Unrealized
NEW ORIENTAL ED & TECH GRP I 0.1%
Value ($000) $480 Shares 10,351 Est. Cost $36.13 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $474 Shares 2,384 Est. Cost $188.73 Unrealized
MMM 3M CO 0.1%
Value ($000) $473 Shares 2,684 Est. Cost $69.54 Unrealized +57.0%
SYNOVUS FINL CORP 0.1%
Value ($000) $460 Shares 14,140 Est. Cost $29.00 Unrealized
MYLAN N V 0.1%
Value ($000) $455 Shares 11,930 Est. Cost $43.25 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $453 Shares 12,105 Est. Cost $37.36 Unrealized
HOSPITALITY PPTYS TR 0.1%
Value ($000) $451 Shares 15,183 Est. Cost $26.29 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $450 Shares 9,905 Est. Cost $35.90 Unrealized
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $445 Shares 6,802 Est. Cost $54.17 Unrealized -1.9%
NTT DOCOMO INC 0.1%
Value ($000) $443 Shares 17,425 Est. Cost $15.68 Unrealized
MXL MAXLINEAR INC 0.1%
Value ($000) $441 Shares 21,748 Est. Cost $16.82 Unrealized +16.8%
ILMN ILLUMINA INC 0.1%
Value ($000) $436 Shares 2,402 Est. Cost $180.15 Unrealized -11.2%
RYDEX ETF TRUST 0.1%
Value ($000) $432 Shares 2,776 Est. Cost $131.72 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $422 Shares 3,401 Est. Cost $110.82 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $416 Shares 5,380 Est. Cost $71.43 Unrealized
CRUS CIRRUS LOGIC INC 0.1%
Value ($000) $413 Shares 7,356 Est. Cost $32.15 Unrealized +49.5%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $407 Shares 15,078 Est. Cost $22.48 Unrealized
BRSL INTERNATIONAL GAME TECHNOLOG 0.1%
Value ($000) $399 Shares 16,379 Est. Cost $13.09 Unrealized 0.0%
DISCOVER FINL SVCS 0.1%
Value ($000) $397 Shares 7,024 Est. Cost $58.81 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $396 Shares 5,771 Est. Cost $0.48 Unrealized +202.3%
FEDERATED PREM INTR MUN INC 0.1%
Value ($000) $396 Shares 28,033 Est. Cost $13.05 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $391 Shares 3,098 Est. Cost $65.59 Unrealized +42.6%
PGT INC 0.1%
Value ($000) $391 Shares 36,606 Est. Cost $10.29 Unrealized
QRVO QORVO INC 0.1%
Value ($000) $391 Shares 7,016 Est. Cost $56.72 Unrealized 0.0%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $388 Shares 11,839 Est. Cost $32.77 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $387 Shares 2,522 Est. Cost $110.81 Unrealized +24.8%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $379 Shares 3,711 Est. Cost $67.12 Unrealized +12.2%
SMG SCOTTS MIRACLE GRO CO 0.1%
Value ($000) $377 Shares 4,523 Est. Cost $57.78 Unrealized 0.0%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $365 Shares 2,747 Est. Cost $136.88 Unrealized
IP INTL PAPER CO 0.1%
Value ($000) $356 Shares 7,416 Est. Cost $29.51 Unrealized 0.0%
FNDB SCHWAB STRATEGIC TR 0.1%
Value ($000) $353 Shares 11,399 Est. Cost $28.34 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $351 Shares 4,105 Est. Cost $45.31 Unrealized +71.7%
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $349 Shares 6,296 Est. Cost $58.34 Unrealized +2.9%
NUVEEN MULTI MKT INCOME FD 0.1%
Value ($000) $347 Shares 46,264 Est. Cost $7.55 Unrealized
BND VANGUARD BD INDEX FD INC 0.1%
Value ($000) $345 Shares 4,103 Est. Cost $81.18 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $344 Shares 7,052 Est. Cost $54.27 Unrealized
CERNER CORP 0.1%
Value ($000) $343 Shares 5,555 Est. Cost $59.28 Unrealized
GRAMERCY PPTY TR 0.1%
Value ($000) $342 Shares 35,500 Est. Cost $7.71 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $335 Shares 4,943 Est. Cost $58.14 Unrealized 0.0%
IJT ISHARES TR 0.1%
Value ($000) $331 Shares 2,413 Est. Cost $109.06 Unrealized
BIDU BAIDU INC 0.1%
Value ($000) $331 Shares 1,820 Est. Cost $133.64 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $330 Shares 7,700 Est. Cost $25.02 Unrealized +36.5%
LIVEPERSON INC 0.1%
Value ($000) $329 Shares 39,149 Est. Cost $8.40 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $323 Shares 22,152 Est. Cost $14.58 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $318 Shares 2,000 Est. Cost $22.79 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $317 Shares 2,724 Est. Cost $78.35 Unrealized +9.8%
MOAT VANECK VECTORS ETF TR 0.1%
Value ($000) $317 Shares 9,300 Est. Cost $32.53 Unrealized
VXUS VANGUARD STAR FD 0.1%
Value ($000) $314 Shares 6,654 Est. Cost $46.53 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $313 Shares 9,749 Est. Cost $22.85 Unrealized 0.0%
WESTERN ASSET INTM MUNI FD I 0.1%
Value ($000) $309 Shares 29,300 Est. Cost $10.01 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $308 Shares 3,818 Est. Cost $71.70 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $307 Shares 2,938 Est. Cost $73.18 Unrealized 0.0%
FAF FIRST AMERN FINL CORP 0.1%
Value ($000) $305 Shares 7,777 Est. Cost $30.35 Unrealized 0.0%
IDOG ALPS ETF TR 0.1%
Value ($000) $294 Shares 12,105 Est. Cost $26.70 Unrealized
NATIONAL GRID PLC 0.1%
Value ($000) $293 Shares 4,119 Est. Cost $59.46 Unrealized
CM CDN IMPERIAL BK COMM TORONTO 0.1%
Value ($000) $291 Shares 3,754 Est. Cost $25.39 Unrealized -2.8%
CMI CUMMINS INC 0.0%
Value ($000) $286 Shares 2,228 Est. Cost $98.78 Unrealized -4.1%
SHIP FINANCE INTERNATIONAL L 0.0%
Value ($000) $286 Shares 19,400 Est. Cost $18.59 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $283 Shares 6,209 Est. Cost $51.40 Unrealized 0.0%
BLACKROCK MUNIHLDS INVSTM QL 0.0%
Value ($000) $283 Shares 17,687 Est. Cost $14.36 Unrealized
COOPER COS INC 0.0%
Value ($000) $282 Shares 1,570 Est. Cost $133.96 Unrealized
AMAG PHARMACEUTICALS INC 0.0%
Value ($000) $277 Shares 11,300 Est. Cost $24.51 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.0%
Value ($000) $276 Shares 7,393 Est. Cost $36.74 Unrealized
LAZARD LTD 0.0%
Value ($000) $273 Shares 7,500 Est. Cost $49.27 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $269 Shares 15,500 Est. Cost $7.27 Unrealized +28.6%
BRC BRADY CORP 0.0%
Value ($000) $268 Shares 7,735 Est. Cost $27.72 Unrealized 0.0%
WU WESTERN UN CO 0.0%
Value ($000) $267 Shares 12,841 Est. Cost $20.79 Unrealized
HARRIS CORP DEL 0.0%
Value ($000) $267 Shares 2,912 Est. Cost $91.69 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $266 Shares 2,005 Est. Cost $126.41 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $264 Shares 2,096 Est. Cost $125.95 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $263 Shares 3,428 Est. Cost $70.91 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $262 Shares 6,219 Est. Cost $32.76 Unrealized 0.0%
POWERSHARES ETF TR II 0.0%
Value ($000) $261 Shares 13,857 Est. Cost $18.84 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $259 Shares 2,897 Est. Cost $85.96 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.0%
Value ($000) $259 Shares 11,500 Est. Cost $20.88 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $257 Shares 3,800 Est. Cost $54.52 Unrealized -9.7%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $257 Shares 4,622 Est. Cost $55.60 Unrealized
TCW STRATEGIC INCOME FUND IN 0.0%
Value ($000) $255 Shares 48,200 Est. Cost $5.50 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $252 Shares 5,413 Est. Cost $33.21 Unrealized 0.0%
IWR ISHARES TR 0.0%
Value ($000) $251 Shares 1,439 Est. Cost $131.91 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $249 Shares 3,747 Est. Cost $24.72 Unrealized +7.6%
MICROSEMI CORP 0.0%
Value ($000) $248 Shares 5,900 Est. Cost $42.03 Unrealized
NUVEEN ENHANCED AMT FREE MUN 0.0%
Value ($000) $248 Shares 15,422 Est. Cost $16.28 Unrealized
ENLINK MIDSTREAM PARTNERS LP 0.0%
Value ($000) $243 Shares 13,700 Est. Cost $30.40 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $242 Shares 1,500 Est. Cost $149.48 Unrealized -10.5%
HIW HIGHWOODS PPTYS INC 0.0%
Value ($000) $242 Shares 4,639 Est. Cost $43.78 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $235 Shares 10,173 Est. Cost $23.10 Unrealized
MONSANTO CO NEW 0.0%
Value ($000) $235 Shares 2,300 Est. Cost $102.98 Unrealized
POWERSHARES ETF TR II 0.0%
Value ($000) $228 Shares 5,872 Est. Cost $38.83 Unrealized
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $225 Shares 10,000 Est. Cost $20.80 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $221 Shares 2,750 Est. Cost $68.58 Unrealized 0.0%
FIRST POTOMAC RLTY TR 0.0%
Value ($000) $216 Shares 23,600 Est. Cost $13.06 Unrealized
HANCOCK JOHN PREMUIM DIV FD 0.0%
Value ($000) $214 Shares 13,017 Est. Cost $13.38 Unrealized
DEUTSCHE STRATEGIC INCOME TR 0.0%
Value ($000) $211 Shares 17,450 Est. Cost $12.14 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $209 Shares 3,242 Est. Cost $51.83 Unrealized 0.0%
IDV ISHARES TR 0.0%
Value ($000) $208 Shares 6,950 Est. Cost $29.93 Unrealized
KKR & CO L P DEL 0.0%
Value ($000) $204 Shares 14,295 Est. Cost $22.42 Unrealized
HYMB SPDR SERIES TRUST 0.0%
Value ($000) $202 Shares 3,395 Est. Cost $59.50 Unrealized
WESTERN ASSET VAR RT STRG FD 0.0%
Value ($000) $201 Shares 12,594 Est. Cost $17.22 Unrealized
APOLLO GLOBAL MGMT LLC 0.0%
Value ($000) $198 Shares 11,000 Est. Cost $20.88 Unrealized
BLACKROCK MUNIYIELD QLTY FD 0.0%
Value ($000) $195 Shares 12,783 Est. Cost $14.08 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $187 Shares 10,500 Est. Cost $15.60 Unrealized -4.6%
MFS INTER INCOME TR 0.0%
Value ($000) $181 Shares 40,100 Est. Cost $5.47 Unrealized
BLACKROCK MUNIASSETS FD INC 0.0%
Value ($000) $169 Shares 11,000 Est. Cost $12.62 Unrealized
ORANY ORANGE 0.0%
Value ($000) $159 Shares 10,200 Est. Cost $12.53 Unrealized
BLACKROCK MUNIYLD INVST QLTY 0.0%
Value ($000) $153 Shares 10,000 Est. Cost $14.00 Unrealized
MWA MUELLER WTR PRODS INC 0.0%
Value ($000) $144 Shares 11,500 Est. Cost $5.51 Unrealized +86.2%
PUTMAN HIGH INCOME SEC FUND 0.0%
Value ($000) $134 Shares 16,708 Est. Cost $7.88 Unrealized
BLACKROCK INCOME TR INC 0.0%
Value ($000) $132 Shares 20,410 Est. Cost $6.79 Unrealized
OMEX ODYSSEY MARINE EXPLORATION I 0.0%
Value ($000) $124 Shares 34,465 Est. Cost $3.62 Unrealized -10.7%
TRAVELCENTERS AMER LLC 0.0%
Value ($000) $78 Shares 10,910 Est. Cost $7.15 Unrealized
FTEK FUEL TECH INC 0.0%
Value ($000) $21 Shares 15,319 Est. Cost $2.07 Unrealized -26.9%
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value ($000) $21 Shares 19,000 Est. Cost $0.81 Unrealized +11.7%
NOVAVAX INC 0.0%
Value ($000) $21 Shares 10,000 Est. Cost $5.90 Unrealized
TITAN PHARMACEUTICALS INC DE 0.0%
Value ($000) $8 Shares 27,091 Est. Cost $0.30 Unrealized