ProVise Management Group, LLC Diversified Active

CIK: 0001305707 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 8, 2017

Total Value ($000): $587,993 (100.0% shares, 0.0% debt)

Holdings (322)

VIG VANGUARD SPECIALIZED PORTFOL 4.5%
Value ($000) $26,183 Shares 307,375 Est. Cost $66.84 Unrealized
SDY SPDR SERIES TRUST 2.5%
Value ($000) $14,893 Shares 174,071 Est. Cost $67.66 Unrealized
SCHM SCHWAB STRATEGIC TR 2.3%
Value ($000) $13,565 Shares 300,455 Est. Cost $41.02 Unrealized
SDOG ALPS ETF TR 2.1%
Value ($000) $12,395 Shares 294,641 Est. Cost $36.80 Unrealized
IJR ISHARES TR 1.9%
Value ($000) $10,983 Shares 79,927 Est. Cost $93.79 Unrealized
GENERAL ELECTRIC CO 1.8%
Value ($000) $10,321 Shares 326,628 Est. Cost $24.34 Unrealized
DON WISDOMTREE TR 1.6%
Value ($000) $9,557 Shares 101,381 Est. Cost $83.90 Unrealized
SCHD SCHWAB STRATEGIC TR 1.6%
Value ($000) $9,303 Shares 213,854 Est. Cost $38.82 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $8,203 Shares 71,191 Est. Cost $61.67 Unrealized +45.5%
PEP PEPSICO INC 1.3%
Value ($000) $7,892 Shares 75,426 Est. Cost $57.26 Unrealized +38.6%
PG PROCTER AND GAMBLE CO 1.3%
Value ($000) $7,550 Shares 89,796 Est. Cost $57.82 Unrealized +15.5%
IJH ISHARES TR 1.3%
Value ($000) $7,505 Shares 45,448 Est. Cost $130.74 Unrealized
WFC WELLS FARGO & CO NEW 1.3%
Value ($000) $7,408 Shares 134,417 Est. Cost $31.81 Unrealized +22.7%
PFE PFIZER INC 1.2%
Value ($000) $7,288 Shares 224,359 Est. Cost $18.62 Unrealized +10.1%
SCHA SCHWAB STRATEGIC TR 1.2%
Value ($000) $7,145 Shares 116,228 Est. Cost $56.33 Unrealized
EFAV ISHARES TR 1.2%
Value ($000) $6,883 Shares 112,739 Est. Cost $64.17 Unrealized
BLACKROCK INC 1.1%
Value ($000) $6,669 Shares 17,525 Est. Cost $310.39 Unrealized
V VISA INC 1.1%
Value ($000) $6,610 Shares 84,721 Est. Cost $61.60 Unrealized +22.5%
SCHG SCHWAB STRATEGIC TR 1.0%
Value ($000) $6,022 Shares 107,873 Est. Cost $50.43 Unrealized
UNITED TECHNOLOGIES CORP 1.0%
Value ($000) $5,928 Shares 54,080 Est. Cost $101.39 Unrealized
EMR EMERSON ELEC CO 1.0%
Value ($000) $5,830 Shares 104,565 Est. Cost $40.75 Unrealized +5.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $5,691 Shares 34,918 Est. Cost $143.01 Unrealized +7.7%
TIME WARNER INC 1.0%
Value ($000) $5,622 Shares 58,241 Est. Cost $73.77 Unrealized
KO COCA COLA CO 0.9%
Value ($000) $5,457 Shares 131,603 Est. Cost $27.63 Unrealized +13.0%
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $5,318 Shares 71,780 Est. Cost $62.16 Unrealized -1.9%
EPD ENTERPRISE PRODS PARTNERS L 0.9%
Value ($000) $5,219 Shares 193,015 Est. Cost $41.23 Unrealized
FNDA SCHWAB STRATEGIC TR 0.9%
Value ($000) $5,094 Shares 149,357 Est. Cost $30.20 Unrealized
HDV ISHARES TR 0.8%
Value ($000) $4,975 Shares 60,489 Est. Cost $66.34 Unrealized
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $4,956 Shares 53,286 Est. Cost $68.42 Unrealized
GOOGL ALPHABET INC 0.8%
Value ($000) $4,828 Shares 6,092 Est. Cost $36.99 Unrealized +7.3%
AAPL APPLE INC 0.8%
Value ($000) $4,811 Shares 41,532 Est. Cost $20.88 Unrealized +25.0%
NVS NOVARTIS A G 0.8%
Value ($000) $4,807 Shares 65,984 Est. Cost $77.27 Unrealized
AMGN AMGEN INC 0.8%
Value ($000) $4,763 Shares 32,577 Est. Cost $116.87 Unrealized -2.1%
UNILEVER PLC 0.7%
Value ($000) $4,333 Shares 106,481 Est. Cost $40.88 Unrealized
CMP COMPASS MINERALS INTL INC 0.7%
Value ($000) $4,231 Shares 54,002 Est. Cost $57.59 Unrealized +0.1%
AEP AMERICAN ELEC PWR INC 0.7%
Value ($000) $4,144 Shares 65,817 Est. Cost $34.11 Unrealized +31.0%
SCHV SCHWAB STRATEGIC TR 0.7%
Value ($000) $4,083 Shares 85,326 Est. Cost $45.01 Unrealized
FAST FASTENAL CO 0.7%
Value ($000) $4,033 Shares 85,847 Est. Cost $7.98 Unrealized +8.4%
AMZN AMAZON COM INC 0.7%
Value ($000) $3,979 Shares 5,307 Est. Cost $34.25 Unrealized +14.4%
SPECTRA ENERGY CORP 0.7%
Value ($000) $3,932 Shares 95,693 Est. Cost $35.55 Unrealized
VOE VANGUARD INDEX FDS 0.7%
Value ($000) $3,874 Shares 39,856 Est. Cost $86.18 Unrealized
IWF ISHARES TR 0.6%
Value ($000) $3,808 Shares 36,300 Est. Cost $73.73 Unrealized
UNP UNION PAC CORP 0.6%
Value ($000) $3,724 Shares 35,914 Est. Cost $77.60 Unrealized +3.5%
SCHX SCHWAB STRATEGIC TR 0.6%
Value ($000) $3,724 Shares 69,924 Est. Cost $53.26 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $3,707 Shares 42,960 Est. Cost $39.59 Unrealized +51.3%
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $3,658 Shares 39,980 Est. Cost $48.38 Unrealized +20.4%
BSV VANGUARD BD INDEX FD INC 0.6%
Value ($000) $3,641 Shares 45,833 Est. Cost $79.91 Unrealized
SCHF SCHWAB STRATEGIC TR 0.6%
Value ($000) $3,620 Shares 130,778 Est. Cost $30.09 Unrealized
BLACKROCK CORE BD TR 0.6%
Value ($000) $3,556 Shares 273,639 Est. Cost $13.57 Unrealized
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $3,470 Shares 31,129 Est. Cost $80.33 Unrealized
WELL WELLTOWER INC 0.6%
Value ($000) $3,417 Shares 51,048 Est. Cost $49.63 Unrealized -4.7%
T AT&T INC 0.6%
Value ($000) $3,383 Shares 79,524 Est. Cost $11.97 Unrealized +29.2%
RYDEX ETF TRUST 0.6%
Value ($000) $3,366 Shares 36,956 Est. Cost $88.26 Unrealized
VOT VANGUARD INDEX FDS 0.6%
Value ($000) $3,347 Shares 31,673 Est. Cost $98.82 Unrealized
EFA ISHARES TR 0.5%
Value ($000) $3,229 Shares 55,928 Est. Cost $61.21 Unrealized
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $3,117 Shares 64,443 Est. Cost $36.74 Unrealized
LOW LOWES COS INC 0.5%
Value ($000) $3,079 Shares 43,294 Est. Cost $44.23 Unrealized +35.2%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $3,072 Shares 57,548 Est. Cost $27.89 Unrealized +11.1%
C CITIGROUP INC 0.5%
Value ($000) $2,996 Shares 50,409 Est. Cost $33.44 Unrealized +21.5%
RYDEX ETF TRUST 0.5%
Value ($000) $2,987 Shares 81,095 Est. Cost $38.64 Unrealized
VTIP VANGUARD MALVERN FDS 0.5%
Value ($000) $2,912 Shares 59,241 Est. Cost $49.39 Unrealized
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $2,838 Shares 24,751 Est. Cost $67.23 Unrealized +19.4%
PRICELINE GRP INC 0.5%
Value ($000) $2,783 Shares 1,898 Est. Cost $1180.52 Unrealized
VO VANGUARD INDEX FDS 0.5%
Value ($000) $2,774 Shares 21,072 Est. Cost $111.09 Unrealized
VBR VANGUARD INDEX FDS 0.5%
Value ($000) $2,761 Shares 22,820 Est. Cost $96.06 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.5%
Value ($000) $2,708 Shares 35,744 Est. Cost $68.09 Unrealized
VLO VALERO ENERGY CORP NEW 0.5%
Value ($000) $2,690 Shares 39,375 Est. Cost $36.80 Unrealized +16.2%
GIS GENERAL MLS INC 0.5%
Value ($000) $2,676 Shares 43,310 Est. Cost $32.61 Unrealized +37.6%
VTR VENTAS INC 0.5%
Value ($000) $2,646 Shares 42,328 Est. Cost $39.60 Unrealized +7.5%
RWO SPDR INDEX SHS FDS 0.4%
Value ($000) $2,638 Shares 56,395 Est. Cost $46.89 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $2,595 Shares 41,933 Est. Cost $40.58 Unrealized +32.9%
COR AMERISOURCEBERGEN CORP 0.4%
Value ($000) $2,483 Shares 31,751 Est. Cost $64.28 Unrealized -8.6%
INTC INTEL CORP 0.4%
Value ($000) $2,460 Shares 67,806 Est. Cost $18.77 Unrealized +55.3%
SO SOUTHERN CO 0.4%
Value ($000) $2,453 Shares 49,872 Est. Cost $27.99 Unrealized +19.9%
MAGELLAN MIDSTREAM PRTNRS LP 0.4%
Value ($000) $2,415 Shares 31,913 Est. Cost $75.49 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $2,392 Shares 20,316 Est. Cost $71.71 Unrealized +2.9%
META FACEBOOK INC 0.4%
Value ($000) $2,390 Shares 20,775 Est. Cost $84.18 Unrealized +44.9%
SCHZ SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,377 Shares 46,143 Est. Cost $52.97 Unrealized
BLACKROCK CR ALLCTN INC TR 0.4%
Value ($000) $2,363 Shares 182,138 Est. Cost $12.98 Unrealized
WESTERN ASSET PREMIER BD FD 0.4%
Value ($000) $2,330 Shares 180,252 Est. Cost $13.99 Unrealized
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $2,297 Shares 98,766 Est. Cost $22.33 Unrealized
BAC BANK AMER CORP 0.4%
Value ($000) $2,266 Shares 102,538 Est. Cost $11.32 Unrealized +38.5%
EXPRESS SCRIPTS HLDG CO 0.4%
Value ($000) $2,265 Shares 32,927 Est. Cost $72.33 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $2,244 Shares 38,118 Est. Cost $39.63 Unrealized +11.2%
AMERIGAS PARTNERS L P 0.4%
Value ($000) $2,236 Shares 46,675 Est. Cost $47.06 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $2,182 Shares 21,126 Est. Cost $80.32 Unrealized +22.3%
VBK VANGUARD INDEX FDS 0.4%
Value ($000) $2,171 Shares 16,309 Est. Cost $114.59 Unrealized
O REALTY INCOME CORP 0.4%
Value ($000) $2,114 Shares 36,772 Est. Cost $24.81 Unrealized +46.5%
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $2,067 Shares 17,921 Est. Cost $115.34 Unrealized
CELGENE CORP 0.4%
Value ($000) $2,061 Shares 17,806 Est. Cost $103.51 Unrealized
MSCI MSCI INC 0.3%
Value ($000) $2,057 Shares 26,120 Est. Cost $53.36 Unrealized +37.0%
CVS CVS HEALTH CORP 0.3%
Value ($000) $2,044 Shares 25,901 Est. Cost $45.21 Unrealized +35.0%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $2,004 Shares 11,605 Est. Cost $86.71 Unrealized +54.7%
LAMR LAMAR ADVERTISING CO NEW 0.3%
Value ($000) $1,909 Shares 28,390 Est. Cost $67.24 Unrealized
RYDEX ETF TRUST 0.3%
Value ($000) $1,845 Shares 20,890 Est. Cost $88.32 Unrealized
USB US BANCORP DEL 0.3%
Value ($000) $1,786 Shares 34,759 Est. Cost $28.54 Unrealized +18.3%
GOOG ALPHABET INC 0.3%
Value ($000) $1,776 Shares 2,300 Est. Cost $35.66 Unrealized +8.4%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,754 Shares 31,588 Est. Cost $34.50 Unrealized +32.1%
SNY SANOFI 0.3%
Value ($000) $1,737 Shares 42,963 Est. Cost $50.13 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,712 Shares 18,970 Est. Cost $53.50 Unrealized +8.7%
PIMCO DYNAMIC INCOME FD 0.3%
Value ($000) $1,686 Shares 60,877 Est. Cost $28.70 Unrealized
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $1,671 Shares 20,244 Est. Cost $70.62 Unrealized
WDC WESTERN DIGITAL CORP 0.3%
Value ($000) $1,653 Shares 24,332 Est. Cost $35.08 Unrealized +16.5%
MET METLIFE INC 0.3%
Value ($000) $1,652 Shares 30,659 Est. Cost $26.91 Unrealized +25.3%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $1,607 Shares 12,462 Est. Cost $99.61 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.3%
Value ($000) $1,595 Shares 75,397 Est. Cost $21.62 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,583 Shares 25,290 Est. Cost $29.91 Unrealized +39.7%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $1,569 Shares 35,411 Est. Cost $25.30 Unrealized +37.3%
ORCL ORACLE CORP 0.3%
Value ($000) $1,561 Shares 40,612 Est. Cost $32.34 Unrealized +5.5%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,525 Shares 20,249 Est. Cost $68.27 Unrealized
KHC KRAFT HEINZ CO 0.3%
Value ($000) $1,524 Shares 17,447 Est. Cost $47.82 Unrealized +18.1%
DWM WISDOMTREE TR 0.3%
Value ($000) $1,470 Shares 31,676 Est. Cost $46.24 Unrealized
RYDEX ETF TRUST 0.2%
Value ($000) $1,469 Shares 25,516 Est. Cost $57.57 Unrealized
BLACKROCK MUNICIPAL BOND TR 0.2%
Value ($000) $1,468 Shares 96,235 Est. Cost $16.33 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,464 Shares 10,927 Est. Cost $57.39 Unrealized +80.2%
BLACKROCK FLOAT RATE OME STR 0.2%
Value ($000) $1,456 Shares 101,012 Est. Cost $14.64 Unrealized
BLACKROCK FLOATING RATE INCO 0.2%
Value ($000) $1,448 Shares 103,148 Est. Cost $13.04 Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $1,427 Shares 33,885 Est. Cost $22.25 Unrealized +11.1%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1,421 Shares 20,032 Est. Cost $32.39 Unrealized +75.3%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,411 Shares 21,553 Est. Cost $44.38 Unrealized +24.8%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,339 Shares 8,076 Est. Cost $107.23 Unrealized -3.9%
RYDEX ETF TRUST 0.2%
Value ($000) $1,328 Shares 13,400 Est. Cost $88.03 Unrealized
HANESBRANDS INC 0.2%
Value ($000) $1,313 Shares 60,870 Est. Cost $25.24 Unrealized
WMT WAL-MART STORES INC 0.2%
Value ($000) $1,288 Shares 18,643 Est. Cost $20.00 Unrealized -0.4%
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,251 Shares 23,094 Est. Cost $48.41 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $1,187 Shares 30,910 Est. Cost $30.13 Unrealized +11.7%
BP BP PLC 0.2%
Value ($000) $1,178 Shares 31,503 Est. Cost $38.93 Unrealized
FNLC FIRST BANCORP INC ME 0.2%
Value ($000) $1,175 Shares 35,500 Est. Cost $11.77 Unrealized +47.9%
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $1,172 Shares 15,973 Est. Cost $58.35 Unrealized
GLAXOSMITHKLINE PLC 0.2%
Value ($000) $1,157 Shares 30,048 Est. Cost $40.51 Unrealized
DEO DIAGEO P L C 0.2%
Value ($000) $1,136 Shares 10,927 Est. Cost $116.76 Unrealized
PAYX PAYCHEX INC 0.2%
Value ($000) $1,111 Shares 18,243 Est. Cost $25.27 Unrealized +73.9%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,104 Shares 17,755 Est. Cost $57.15 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $1,092 Shares 36,121 Est. Cost $17.93 Unrealized +28.6%
BND VANGUARD BD INDEX FD INC 0.2%
Value ($000) $1,061 Shares 13,142 Est. Cost $80.87 Unrealized
DREYFUS STRATEGIC MUNS INC 0.2%
Value ($000) $1,055 Shares 125,494 Est. Cost $8.67 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $1,053 Shares 10,107 Est. Cost $86.04 Unrealized +5.4%
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $1,041 Shares 21,172 Est. Cost $28.73 Unrealized +42.4%
AIG AMERICAN INTL GROUP INC 0.2%
Value ($000) $1,039 Shares 15,901 Est. Cost $43.30 Unrealized +15.0%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $1,037 Shares 50,097 Est. Cost $10.91 Unrealized +20.1%
TOTAL S A 0.2%
Value ($000) $1,014 Shares 19,900 Est. Cost $48.66 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $1,003 Shares 25,410 Est. Cost $35.85 Unrealized +11.8%
GM GENERAL MTRS CO 0.2%
Value ($000) $994 Shares 28,537 Est. Cost $25.08 Unrealized +12.3%
IVW ISHARES TR 0.2%
Value ($000) $982 Shares 8,064 Est. Cost $101.62 Unrealized
RYDEX ETF TRUST 0.2%
Value ($000) $966 Shares 8,904 Est. Cost $105.50 Unrealized
DWX SPDR INDEX SHS FDS 0.2%
Value ($000) $963 Shares 26,681 Est. Cost $44.36 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $945 Shares 14,489 Est. Cost $40.23 Unrealized +29.9%
NUVEEN FLTNG RTE INCM OPP FD 0.2%
Value ($000) $936 Shares 77,406 Est. Cost $12.27 Unrealized
PFF ISHARES TR 0.2%
Value ($000) $912 Shares 24,510 Est. Cost $39.28 Unrealized
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $903 Shares 18,169 Est. Cost $45.50 Unrealized
ALLERGAN PLC 0.2%
Value ($000) $901 Shares 4,290 Est. Cost $231.38 Unrealized
NEUBERGER BERMAN INTER MUNI 0.2%
Value ($000) $898 Shares 55,282 Est. Cost $14.68 Unrealized
CYPRESS SEMICONDUCTOR CORP 0.2%
Value ($000) $895 Shares 78,200 Est. Cost $10.66 Unrealized
BLACKSTONE GROUP L P 0.2%
Value ($000) $889 Shares 32,900 Est. Cost $30.23 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $887 Shares 24,807 Est. Cost $40.22 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $871 Shares 41,335 Est. Cost $21.34 Unrealized
NUVEEN ENHANCED MUN VALUE FD 0.1%
Value ($000) $864 Shares 61,694 Est. Cost $16.24 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $863 Shares 6,401 Est. Cost $122.07 Unrealized
ALPS ETF TR 0.1%
Value ($000) $855 Shares 67,907 Est. Cost $15.36 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $855 Shares 7,029 Est. Cost $80.43 Unrealized +17.2%
DREYFUS STRATEGIC MUN BD FD 0.1%
Value ($000) $853 Shares 106,072 Est. Cost $8.25 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $849 Shares 39,396 Est. Cost $21.95 Unrealized
FEDERATED PREM MUN INC FD 0.1%
Value ($000) $845 Shares 60,495 Est. Cost $15.07 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $845 Shares 3,780 Est. Cost $202.04 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $828 Shares 9,661 Est. Cost $85.78 Unrealized
BLACKROCK LTD DURATION INC T 0.1%
Value ($000) $813 Shares 53,603 Est. Cost $16.69 Unrealized
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $809 Shares 6,038 Est. Cost $125.65 Unrealized
SPECTRA ENERGY PARTNERS LP 0.1%
Value ($000) $807 Shares 17,614 Est. Cost $47.58 Unrealized
SCHW SCHWAB CHARLES CORP NEW 0.1%
Value ($000) $802 Shares 20,311 Est. Cost $20.15 Unrealized +57.8%
VXUS VANGUARD STAR FD 0.1%
Value ($000) $790 Shares 17,221 Est. Cost $46.13 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $774 Shares 11,447 Est. Cost $17.54 Unrealized +93.7%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $773 Shares 9,334 Est. Cost $79.65 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $745 Shares 3,313 Est. Cost $211.33 Unrealized
POWERSHARES ETF TRUST 0.1%
Value ($000) $737 Shares 41,050 Est. Cost $17.88 Unrealized
DOW CHEM CO 0.1%
Value ($000) $735 Shares 12,844 Est. Cost $48.98 Unrealized
BA BOEING CO 0.1%
Value ($000) $733 Shares 4,710 Est. Cost $103.86 Unrealized +30.0%
BLACKROCK MUNIHLDGS FD II IN 0.1%
Value ($000) $732 Shares 49,825 Est. Cost $15.15 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $730 Shares 14,497 Est. Cost $34.23 Unrealized 0.0%
DGS WISDOMTREE TR 0.1%
Value ($000) $720 Shares 18,390 Est. Cost $46.05 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $702 Shares 2,808 Est. Cost $101.89 Unrealized +92.3%
HAL HALLIBURTON CO 0.1%
Value ($000) $690 Shares 12,755 Est. Cost $34.78 Unrealized +19.9%
DVY ISHARES TR 0.1%
Value ($000) $682 Shares 7,700 Est. Cost $68.18 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $679 Shares 4,426 Est. Cost $109.85 Unrealized +25.8%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $667 Shares 11,417 Est. Cost $31.55 Unrealized +25.3%
UBS AG JERSEY BRH 0.1%
Value ($000) $664 Shares 23,378 Est. Cost $26.46 Unrealized
SLYV SPDR SERIES TRUST 0.1%
Value ($000) $662 Shares 5,559 Est. Cost $107.21 Unrealized
DSI ISHARES TR 0.1%
Value ($000) $647 Shares 7,858 Est. Cost $60.90 Unrealized
XMUIX BLACKROCK MUNI INTER DR FD I 0.1%
Value ($000) $643 Shares 46,598 Est. Cost $14.58 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $636 Shares 6,190 Est. Cost $45.34 Unrealized +69.3%
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $628 Shares 29,930 Est. Cost $21.56 Unrealized
DEM WISDOMTREE TR 0.1%
Value ($000) $620 Shares 16,608 Est. Cost $48.33 Unrealized
WT WISDOMTREE INVTS INC 0.1%
Value ($000) $614 Shares 55,081 Est. Cost $10.43 Unrealized 0.0%
EATON VANCE LTD DUR INCOME F 0.1%
Value ($000) $596 Shares 43,417 Est. Cost $14.80 Unrealized
ET ENERGY TRANSFER EQUITY L P 0.1%
Value ($000) $591 Shares 30,600 Est. Cost $37.18 Unrealized
FTSM FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $588 Shares 9,812 Est. Cost $59.86 Unrealized
SENIOR HSG PPTYS TR 0.1%
Value ($000) $585 Shares 30,877 Est. Cost $25.86 Unrealized
SYNOVUS FINL CORP 0.1%
Value ($000) $581 Shares 14,140 Est. Cost $29.00 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $579 Shares 9,512 Est. Cost $60.89 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $578 Shares 6,885 Est. Cost $67.66 Unrealized -6.8%
DEUTSCHE MUN INCOME 0.1%
Value ($000) $576 Shares 43,867 Est. Cost $13.25 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $552 Shares 3,047 Est. Cost $141.21 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $538 Shares 6,200 Est. Cost $61.08 Unrealized -2.3%
RIO RIO TINTO PLC 0.1%
Value ($000) $535 Shares 13,900 Est. Cost $38.49 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $531 Shares 38,104 Est. Cost $15.07 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $528 Shares 7,371 Est. Cost $55.76 Unrealized -4.6%
ENERGY TRANSFER PRTNRS L P 0.1%
Value ($000) $519 Shares 14,494 Est. Cost $50.54 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.1%
Value ($000) $513 Shares 36,275 Est. Cost $15.92 Unrealized
TWENTY FIRST CENTY FOX INC 0.1%
Value ($000) $507 Shares 18,604 Est. Cost $33.12 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $506 Shares 7,024 Est. Cost $58.81 Unrealized
SPYX SPDR SER TR 0.1%
Value ($000) $497 Shares 9,286 Est. Cost $49.50 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $495 Shares 2,687 Est. Cost $112.72 Unrealized +25.9%
HOSPITALITY PPTYS TR 0.1%
Value ($000) $482 Shares 15,183 Est. Cost $26.29 Unrealized
MMM 3M CO 0.1%
Value ($000) $479 Shares 2,684 Est. Cost $69.54 Unrealized +52.7%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $477 Shares 2,322 Est. Cost $188.73 Unrealized
MXL MAXLINEAR INC 0.1%
Value ($000) $475 Shares 21,770 Est. Cost $16.82 Unrealized +23.1%
POWERSHARES ETF TRUST II 0.1%
Value ($000) $460 Shares 19,669 Est. Cost $24.47 Unrealized
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $460 Shares 8,058 Est. Cost $46.18 Unrealized 0.0%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $458 Shares 6,802 Est. Cost $54.17 Unrealized +3.0%
MTUM ISHARES TR 0.1%
Value ($000) $444 Shares 5,850 Est. Cost $71.79 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $432 Shares 3,997 Est. Cost $107.59 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $428 Shares 9,650 Est. Cost $30.52 Unrealized +30.2%
NVDA NVIDIA CORP 0.1%
Value ($000) $426 Shares 3,992 Est. Cost $0.48 Unrealized +328.5%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $423 Shares 15,078 Est. Cost $22.48 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $414 Shares 4,323 Est. Cost $61.37 Unrealized +19.1%
RYDEX ETF TRUST 0.1%
Value ($000) $412 Shares 2,825 Est. Cost $131.97 Unrealized
AVY AVERY DENNISON CORP 0.1%
Value ($000) $409 Shares 5,832 Est. Cost $61.60 Unrealized 0.0%
HZO MARINEMAX INC 0.1%
Value ($000) $403 Shares 20,836 Est. Cost $19.32 Unrealized 0.0%
USMV ISHARES TR 0.1%
Value ($000) $403 Shares 8,905 Est. Cost $35.90 Unrealized
DREYFUS MUN INCOME INC 0.1%
Value ($000) $399 Shares 46,322 Est. Cost $9.31 Unrealized
VMC VULCAN MATLS CO 0.1%
Value ($000) $399 Shares 3,191 Est. Cost $111.71 Unrealized 0.0%
NTT DOCOMO INC 0.1%
Value ($000) $397 Shares 17,425 Est. Cost $15.68 Unrealized
SMG SCOTTS MIRACLE GRO CO 0.1%
Value ($000) $394 Shares 4,127 Est. Cost $57.78 Unrealized +14.4%
POWERSHARES ETF TR II 0.1%
Value ($000) $389 Shares 20,712 Est. Cost $18.82 Unrealized
NEW ORIENTAL ED & TECH GRP I 0.1%
Value ($000) $386 Shares 9,178 Est. Cost $36.13 Unrealized
CRUS CIRRUS LOGIC INC 0.1%
Value ($000) $383 Shares 6,482 Est. Cost $32.15 Unrealized +72.2%
MCK MCKESSON CORP 0.1%
Value ($000) $381 Shares 2,720 Est. Cost $173.09 Unrealized -20.9%
CWB SPDR SERIES TRUST 0.1%
Value ($000) $372 Shares 8,144 Est. Cost $45.68 Unrealized
FNDB SCHWAB STRATEGIC TR 0.1%
Value ($000) $371 Shares 11,399 Est. Cost $28.34 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $368 Shares 8,711 Est. Cost $22.85 Unrealized +27.6%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $367 Shares 7,700 Est. Cost $25.02 Unrealized +50.4%
SLYG SPDR SERIES TRUST 0.1%
Value ($000) $366 Shares 1,760 Est. Cost $191.35 Unrealized
SUNTRUST BKS INC 0.1%
Value ($000) $362 Shares 6,600 Est. Cost $54.85 Unrealized
IJT ISHARES TR 0.1%
Value ($000) $362 Shares 2,413 Est. Cost $109.06 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $361 Shares 3,692 Est. Cost $67.12 Unrealized +31.6%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $359 Shares 1,500 Est. Cost $149.48 Unrealized +12.2%
FEDERATED PREM INTR MUN INC 0.1%
Value ($000) $355 Shares 28,033 Est. Cost $13.05 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $354 Shares 3,098 Est. Cost $65.59 Unrealized +28.9%
EEM ISHARES TR 0.1%
Value ($000) $353 Shares 10,105 Est. Cost $37.36 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $348 Shares 2,748 Est. Cost $136.88 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $338 Shares 2,924 Est. Cost $78.75 Unrealized +6.9%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $333 Shares 4,235 Est. Cost $46.32 Unrealized +68.8%
CMI CUMMINS INC 0.1%
Value ($000) $332 Shares 2,428 Est. Cost $99.32 Unrealized +6.0%
MYLAN N V 0.1%
Value ($000) $329 Shares 8,630 Est. Cost $43.25 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $327 Shares 6,532 Est. Cost $34.77 Unrealized 0.0%
NUVEEN MULTI MKT INCOME FD 0.1%
Value ($000) $326 Shares 44,764 Est. Cost $7.55 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $325 Shares 5,779 Est. Cost $58.34 Unrealized -10.7%
CM CDN IMPERIAL BK COMM TORONTO 0.1%
Value ($000) $323 Shares 3,954 Est. Cost $25.39 Unrealized +0.1%
XBKNX BLACKROCK INVT QUALITY MUN T 0.1%
Value ($000) $321 Shares 21,875 Est. Cost $14.67 Unrealized
MICROSEMI CORP 0.1%
Value ($000) $318 Shares 5,900 Est. Cost $42.03 Unrealized
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $314 Shares 4,057 Est. Cost $71.03 Unrealized 0.0%
BRC BRADY CORP 0.1%
Value ($000) $308 Shares 8,202 Est. Cost $27.88 Unrealized +9.2%
MOAT VANECK VECTORS ETF TR 0.1%
Value ($000) $307 Shares 8,825 Est. Cost $32.53 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $303 Shares 6,631 Est. Cost $32.82 Unrealized +2.9%
LIVEPERSON INC 0.1%
Value ($000) $298 Shares 39,430 Est. Cost $8.40 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $294 Shares 3,818 Est. Cost $71.70 Unrealized
LAZARD LTD 0.0%
Value ($000) $292 Shares 7,100 Est. Cost $49.27 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $292 Shares 6,004 Est. Cost $43.05 Unrealized 0.0%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $290 Shares 6,048 Est. Cost $54.27 Unrealized
POWERSHARES ETF TR II 0.0%
Value ($000) $286 Shares 10,130 Est. Cost $28.23 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $286 Shares 3,800 Est. Cost $54.52 Unrealized -2.2%
CRM SALESFORCE COM INC 0.0%
Value ($000) $284 Shares 4,150 Est. Cost $71.70 Unrealized 0.0%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $277 Shares 15,500 Est. Cost $7.27 Unrealized +40.2%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $274 Shares 8,500 Est. Cost $32.24 Unrealized
GRAMERCY PPTY TR 0.0%
Value ($000) $271 Shares 29,500 Est. Cost $7.71 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $270 Shares 20,216 Est. Cost $14.58 Unrealized
COOPER COS INC 0.0%
Value ($000) $269 Shares 1,535 Est. Cost $133.96 Unrealized
GLW CORNING INC 0.0%
Value ($000) $265 Shares 10,923 Est. Cost $18.64 Unrealized 0.0%
KRE SPDR SERIES TRUST 0.0%
Value ($000) $265 Shares 4,766 Est. Cost $55.60 Unrealized
SHIP FINANCE INTERNATIONAL L 0.0%
Value ($000) $260 Shares 17,500 Est. Cost $18.59 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $259 Shares 3,751 Est. Cost $24.72 Unrealized +8.5%
HARRIS CORP DEL 0.0%
Value ($000) $258 Shares 2,522 Est. Cost $91.69 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $257 Shares 1,439 Est. Cost $131.91 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $252 Shares 3,472 Est. Cost $52.18 Unrealized +9.5%
ENLINK MIDSTREAM PARTNERS LP 0.0%
Value ($000) $252 Shares 13,700 Est. Cost $30.40 Unrealized
TCW STRATEGIC INCOME FUND IN 0.0%
Value ($000) $252 Shares 47,200 Est. Cost $5.50 Unrealized
BLACKROCK MUNIHLDS INVSTM QL 0.0%
Value ($000) $251 Shares 17,687 Est. Cost $14.36 Unrealized
WESTERN ASSET INTM MUNI FD I 0.0%
Value ($000) $250 Shares 26,300 Est. Cost $10.01 Unrealized
MONSANTO CO NEW 0.0%
Value ($000) $242 Shares 2,300 Est. Cost $102.98 Unrealized
IDOG ALPS ETF TR 0.0%
Value ($000) $241 Shares 10,200 Est. Cost $26.70 Unrealized
CERNER CORP 0.0%
Value ($000) $240 Shares 5,055 Est. Cost $59.28 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $240 Shares 5,842 Est. Cost $33.29 Unrealized +3.0%
BLACKROCK TAX MUNICPAL BD TR 0.0%
Value ($000) $237 Shares 10,989 Est. Cost $23.77 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $234 Shares 3,997 Est. Cost $57.04 Unrealized 0.0%
HANCOCK JOHN PFD INCOME FD I 0.0%
Value ($000) $233 Shares 11,500 Est. Cost $20.88 Unrealized
HCP INC 0.0%
Value ($000) $233 Shares 7,847 Est. Cost $35.37 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $230 Shares 10,500 Est. Cost $15.60 Unrealized +17.5%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $223 Shares 15,422 Est. Cost $16.28 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $219 Shares 1,750 Est. Cost $22.79 Unrealized +5.1%
HIW HIGHWOODS PPTYS INC 0.0%
Value ($000) $216 Shares 4,239 Est. Cost $43.78 Unrealized
NATIONAL GRID PLC 0.0%
Value ($000) $211 Shares 3,616 Est. Cost $59.46 Unrealized
HANCOCK JOHN INCOME SECS TR 0.0%
Value ($000) $210 Shares 15,000 Est. Cost $14.00 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $207 Shares 4,149 Est. Cost $40.16 Unrealized 0.0%
HANCOCK JOHN PREMUIM DIV FD 0.0%
Value ($000) $204 Shares 13,017 Est. Cost $13.38 Unrealized
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $204 Shares 10,000 Est. Cost $20.80 Unrealized
ALSN ALLISON TRANSMISSION HLDGS I 0.0%
Value ($000) $202 Shares 6,000 Est. Cost $26.93 Unrealized 0.0%
CLAYMORE EXCHANGE TRD FD TR 0.0%
Value ($000) $200 Shares 3,985 Est. Cost $50.19 Unrealized
APOLLO GLOBAL MGMT LLC 0.0%
Value ($000) $194 Shares 10,000 Est. Cost $20.88 Unrealized
WESTERN ASSET VAR RT STRG FD 0.0%
Value ($000) $183 Shares 11,395 Est. Cost $17.22 Unrealized
KKR & CO L P DEL 0.0%
Value ($000) $181 Shares 11,765 Est. Cost $22.42 Unrealized
MFS INTER INCOME TR 0.0%
Value ($000) $169 Shares 38,100 Est. Cost $5.47 Unrealized
ORANY ORANGE 0.0%
Value ($000) $154 Shares 10,200 Est. Cost $12.53 Unrealized
DEUTSCHE STRATEGIC INCOME TR 0.0%
Value ($000) $152 Shares 12,750 Est. Cost $12.14 Unrealized
BLACKROCK MUNIASSETS FD INC 0.0%
Value ($000) $148 Shares 11,000 Est. Cost $12.62 Unrealized
MWA MUELLER WTR PRODS INC 0.0%
Value ($000) $140 Shares 10,500 Est. Cost $5.51 Unrealized +100.0%
BLACKROCK MUNIYLD INVST QLTY 0.0%
Value ($000) $139 Shares 10,000 Est. Cost $14.00 Unrealized
PUTMAN HIGH INCOME SEC FUND 0.0%
Value ($000) $137 Shares 16,708 Est. Cost $7.88 Unrealized
BLACKROCK INCOME TR INC 0.0%
Value ($000) $129 Shares 20,410 Est. Cost $6.79 Unrealized
FIRST POTOMAC RLTY TR 0.0%
Value ($000) $118 Shares 10,800 Est. Cost $13.06 Unrealized
OMEX ODYSSEY MARINE EXPLORATION I 0.0%
Value ($000) $101 Shares 29,603 Est. Cost $3.62 Unrealized +7.5%
ABERDEEN ASIA PACIFIC INCOM 0.0%
Value ($000) $52 Shares 11,193 Est. Cost $4.65 Unrealized
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value ($000) $20 Shares 19,000 Est. Cost $0.81 Unrealized +41.8%
FTEK FUEL TECH INC 0.0%
Value ($000) $14 Shares 11,995 Est. Cost $2.07 Unrealized -38.6%