Segment Wealth Management, LLC Diversified Active

CIK: 0001575581 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 8, 2017

Total Value ($000): $306,864 (100.0% shares, 0.0% debt)

Holdings (179)

IWD ISHARES TR 4.7%
Value ($000) $14,388 Shares 125,182 Est. Cost $92.31 Unrealized
SPY SPDR S&P 500 ETF TR 2.9%
Value ($000) $8,884 Shares 37,684 Est. Cost $204.44 Unrealized
XOM EXXON MOBIL CORP 2.9%
Value ($000) $8,813 Shares 107,460 Est. Cost $53.77 Unrealized +4.4%
POWERSHARES QQQ TRUST 2.9%
Value ($000) $8,791 Shares 66,407 Est. Cost $103.65 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 2.8%
Value ($000) $8,460 Shares 27,080 Est. Cost $253.11 Unrealized
VTI VANGUARD INDEX FDS 2.7%
Value ($000) $8,401 Shares 69,250 Est. Cost $95.06 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 2.4%
Value ($000) $7,413 Shares 268,492 Est. Cost $43.84 Unrealized
MO ALTRIA GROUP INC 1.9%
Value ($000) $5,916 Shares 82,837 Est. Cost $19.62 Unrealized +96.5%
OEF ISHARES TR 1.8%
Value ($000) $5,457 Shares 52,123 Est. Cost $81.72 Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 1.7%
Value ($000) $5,348 Shares 110,725 Est. Cost $24.40 Unrealized +91.6%
AAPL APPLE INC 1.6%
Value ($000) $5,019 Shares 34,934 Est. Cost $21.87 Unrealized +39.2%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $4,866 Shares 39,068 Est. Cost $64.17 Unrealized +45.5%
CTRA CABOT OIL & GAS CORP 1.4%
Value ($000) $4,343 Shares 181,641 Est. Cost $25.92 Unrealized -36.1%
APACHE CORP 1.4%
Value ($000) $4,336 Shares 84,373 Est. Cost $85.28 Unrealized
GS GOLDMAN SACHS GROUP INC 1.3%
Value ($000) $4,141 Shares 18,028 Est. Cost $134.28 Unrealized +49.0%
MMM 3M CO 1.3%
Value ($000) $4,122 Shares 21,542 Est. Cost $70.82 Unrealized +60.5%
PFE PFIZER INC 1.3%
Value ($000) $3,931 Shares 114,907 Est. Cost $17.55 Unrealized +22.0%
HD HOME DEPOT INC 1.3%
Value ($000) $3,869 Shares 26,353 Est. Cost $69.05 Unrealized +65.6%
WHOLE FOODS MKT INC 1.2%
Value ($000) $3,767 Shares 126,748 Est. Cost $51.48 Unrealized
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $3,669 Shares 41,757 Est. Cost $61.97 Unrealized +12.4%
MRSH MARSH & MCLENNAN COS INC 1.2%
Value ($000) $3,571 Shares 48,328 Est. Cost $37.58 Unrealized +64.3%
IJS ISHARES TR 1.1%
Value ($000) $3,514 Shares 25,345 Est. Cost $115.55 Unrealized
MCD MCDONALDS CORP 1.1%
Value ($000) $3,340 Shares 25,769 Est. Cost $72.84 Unrealized +39.6%
ACN ACCENTURE PLC IRELAND 1.1%
Value ($000) $3,329 Shares 27,772 Est. Cost $81.16 Unrealized +28.1%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $3,185 Shares 65,339 Est. Cost $27.37 Unrealized +14.8%
XLF SELECT SECTOR SPDR TR 1.0%
Value ($000) $3,108 Shares 130,970 Est. Cost $21.52 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $3,085 Shares 46,838 Est. Cost $47.17 Unrealized +22.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $3,059 Shares 18,350 Est. Cost $143.84 Unrealized +16.3%
CNP CENTERPOINT ENERGY INC 1.0%
Value ($000) $3,039 Shares 110,217 Est. Cost $15.58 Unrealized +29.4%
MDLZ MONDELEZ INTL INC 1.0%
Value ($000) $2,986 Shares 69,310 Est. Cost $25.91 Unrealized +38.5%
ADP AUTOMATIC DATA PROCESSING IN 1.0%
Value ($000) $2,939 Shares 28,700 Est. Cost $56.28 Unrealized +50.0%
SEAGATE TECHNOLOGY PLC 0.9%
Value ($000) $2,912 Shares 63,410 Est. Cost $38.66 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.9%
Value ($000) $2,909 Shares 31,902 Est. Cost $49.50 Unrealized +9.5%
BROADCOM LTD 0.9%
Value ($000) $2,895 Shares 13,220 Est. Cost $218.99 Unrealized
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $2,864 Shares 17,461 Est. Cost $73.49 Unrealized +93.4%
NKE NIKE INC 0.9%
Value ($000) $2,830 Shares 50,773 Est. Cost $42.55 Unrealized +15.8%
AEP AMERICAN ELEC PWR INC 0.9%
Value ($000) $2,826 Shares 42,097 Est. Cost $32.80 Unrealized +44.5%
ORCL ORACLE CORP 0.9%
Value ($000) $2,811 Shares 63,008 Est. Cost $35.45 Unrealized +2.9%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $2,802 Shares 26,099 Est. Cost $71.46 Unrealized +7.4%
CSCO CISCO SYS INC 0.9%
Value ($000) $2,800 Shares 82,836 Est. Cost $18.75 Unrealized +31.9%
VUG VANGUARD INDEX FDS 0.9%
Value ($000) $2,714 Shares 22,306 Est. Cost $95.45 Unrealized
EEMV ISHARES 0.9%
Value ($000) $2,682 Shares 50,125 Est. Cost $53.51 Unrealized
USB US BANCORP DEL 0.9%
Value ($000) $2,652 Shares 51,495 Est. Cost $28.46 Unrealized +33.8%
SCHW SCHWAB CHARLES CORP NEW 0.8%
Value ($000) $2,603 Shares 63,787 Est. Cost $32.59 Unrealized +13.0%
TXN TEXAS INSTRS INC 0.8%
Value ($000) $2,589 Shares 32,132 Est. Cost $59.00 Unrealized +2.8%
UPS UNITED PARCEL SERVICE INC 0.8%
Value ($000) $2,562 Shares 23,876 Est. Cost $76.46 Unrealized +2.5%
V VISA INC 0.8%
Value ($000) $2,533 Shares 28,505 Est. Cost $75.34 Unrealized +7.4%
WEINGARTEN RLTY INVS 0.8%
Value ($000) $2,495 Shares 74,724 Est. Cost $31.71 Unrealized
UNP UNION PAC CORP 0.8%
Value ($000) $2,479 Shares 23,409 Est. Cost $73.38 Unrealized +19.4%
AMGN AMGEN INC 0.8%
Value ($000) $2,434 Shares 14,834 Est. Cost $126.97 Unrealized +0.2%
ALL ALLSTATE CORP 0.8%
Value ($000) $2,417 Shares 29,663 Est. Cost $51.44 Unrealized +25.4%
STT STATE STR CORP 0.8%
Value ($000) $2,383 Shares 29,937 Est. Cost $53.23 Unrealized +14.5%
GRMN GARMIN LTD 0.8%
Value ($000) $2,351 Shares 46,000 Est. Cost $38.46 Unrealized +4.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.8%
Value ($000) $2,342 Shares 71,316 Est. Cost $32.84 Unrealized
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $2,319 Shares 24,311 Est. Cost $74.20 Unrealized
RAYTHEON CO 0.7%
Value ($000) $2,272 Shares 14,899 Est. Cost $152.49 Unrealized
JCI JOHNSON CTLS INTL PLC 0.7%
Value ($000) $2,268 Shares 53,849 Est. Cost $33.35 Unrealized +3.4%
MAGELLAN MIDSTREAM PRTNRS LP 0.7%
Value ($000) $2,246 Shares 29,207 Est. Cost $66.04 Unrealized
GLD SPDR GOLD TRUST 0.7%
Value ($000) $2,182 Shares 18,377 Est. Cost $119.23 Unrealized
KAYNE ANDERSON MLP INVT CO 0.7%
Value ($000) $2,087 Shares 99,380 Est. Cost $20.50 Unrealized
GIS GENERAL MLS INC 0.7%
Value ($000) $2,077 Shares 35,192 Est. Cost $40.82 Unrealized +9.3%
PAA PLAINS ALL AMERN PIPELINE L 0.7%
Value ($000) $2,039 Shares 64,516 Est. Cost $52.03 Unrealized
NWL NEWELL BRANDS INC 0.7%
Value ($000) $2,029 Shares 43,010 Est. Cost $27.72 Unrealized +16.1%
VDC VANGUARD WORLD FDS 0.6%
Value ($000) $1,717 Shares 12,211 Est. Cost $136.58 Unrealized
XLY SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,693 Shares 19,250 Est. Cost $81.72 Unrealized
IJK ISHARES TR 0.5%
Value ($000) $1,513 Shares 7,925 Est. Cost $171.48 Unrealized
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,509 Shares 28,305 Est. Cost $48.80 Unrealized
EWW ISHARES 0.5%
Value ($000) $1,498 Shares 29,270 Est. Cost $51.18 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 0.5%
Value ($000) $1,479 Shares 16,442 Est. Cost $77.37 Unrealized
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,368 Shares 18,396 Est. Cost $69.37 Unrealized
BA BOEING CO 0.4%
Value ($000) $1,331 Shares 7,526 Est. Cost $104.70 Unrealized +51.6%
IWO ISHARES TR 0.4%
Value ($000) $1,330 Shares 8,227 Est. Cost $161.66 Unrealized
ITA ISHARES TR 0.4%
Value ($000) $1,319 Shares 8,867 Est. Cost $140.47 Unrealized
PWR QUANTA SVCS INC 0.4%
Value ($000) $1,312 Shares 35,351 Est. Cost $27.85 Unrealized +28.6%
PII POLARIS INDS INC 0.4%
Value ($000) $1,289 Shares 15,380 Est. Cost $86.70 Unrealized -0.7%
MAIN MAIN STREET CAPITAL CORP 0.4%
Value ($000) $1,286 Shares 33,614 Est. Cost $35.42 Unrealized +4.3%
PB PROSPERITY BANCSHARES INC 0.4%
Value ($000) $1,276 Shares 18,300 Est. Cost $56.04 Unrealized 0.0%
VLO VALERO ENERGY CORP NEW 0.4%
Value ($000) $1,241 Shares 18,720 Est. Cost $37.10 Unrealized +26.7%
T AT&T INC 0.4%
Value ($000) $1,228 Shares 29,551 Est. Cost $13.00 Unrealized +28.7%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,166 Shares 12,973 Est. Cost $60.26 Unrealized +16.2%
KMI KINDER MORGAN INC DEL 0.4%
Value ($000) $1,134 Shares 52,156 Est. Cost $21.03 Unrealized -35.2%
KO COCA COLA CO 0.4%
Value ($000) $1,088 Shares 25,639 Est. Cost $28.41 Unrealized +11.0%
IWF ISHARES TR 0.4%
Value ($000) $1,077 Shares 9,467 Est. Cost $100.18 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $1,042 Shares 7,333 Est. Cost $92.84 Unrealized +42.9%
GENERAL ELECTRIC CO 0.3%
Value ($000) $1,023 Shares 34,314 Est. Cost $24.33 Unrealized
CAT CATERPILLAR INC DEL 0.3%
Value ($000) $1,018 Shares 10,977 Est. Cost $62.03 Unrealized +25.3%
MRK MERCK & CO INC 0.3%
Value ($000) $1,018 Shares 16,021 Est. Cost $33.29 Unrealized +38.3%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $1,000 Shares 8,859 Est. Cost $53.76 Unrealized +22.0%
IJJ ISHARES TR 0.3%
Value ($000) $977 Shares 6,580 Est. Cost $131.00 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $940 Shares 3,513 Est. Cost $157.70 Unrealized +31.1%
ONEOK PARTNERS LP 0.3%
Value ($000) $919 Shares 17,024 Est. Cost $52.02 Unrealized
DELPHI AUTOMOTIVE PLC 0.3%
Value ($000) $865 Shares 10,750 Est. Cost $80.47 Unrealized
EOG EOG RES INC 0.3%
Value ($000) $854 Shares 8,753 Est. Cost $61.18 Unrealized +21.3%
PEP PEPSICO INC 0.3%
Value ($000) $827 Shares 7,403 Est. Cost $65.43 Unrealized +25.2%
TC PIPELINES LP 0.2%
Value ($000) $746 Shares 12,500 Est. Cost $48.32 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $703 Shares 5,113 Est. Cost $108.30 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $697 Shares 8,504 Est. Cost $47.38 Unrealized +16.7%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $615 Shares 8,400 Est. Cost $44.47 Unrealized +27.9%
ENBRIDGE ENERGY PARTNERS L P 0.2%
Value ($000) $607 Shares 31,950 Est. Cost $31.58 Unrealized
WILLIAMS PARTNERS L P NEW 0.2%
Value ($000) $596 Shares 14,595 Est. Cost $47.78 Unrealized
VERTEX ENERGY INC 0.2%
Value ($000) $561 Shares 505,820 Est. Cost $3.72 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $553 Shares 7,079 Est. Cost $55.32 Unrealized +14.5%
HEALTHCARE RLTY TR 0.2%
Value ($000) $553 Shares 17,000 Est. Cost $25.31 Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $550 Shares 13,151 Est. Cost $24.73 Unrealized 0.0%
CEDAR FAIR L P 0.2%
Value ($000) $549 Shares 8,100 Est. Cost $42.64 Unrealized
GBDC GOLUB CAP BDC INC 0.2%
Value ($000) $540 Shares 27,175 Est. Cost $7.83 Unrealized +5.8%
PSA PUBLIC STORAGE 0.2%
Value ($000) $528 Shares 2,410 Est. Cost $129.33 Unrealized +19.3%
ABBV ABBVIE INC 0.2%
Value ($000) $520 Shares 7,982 Est. Cost $29.92 Unrealized +45.3%
APOLLO GLOBAL MGMT LLC 0.2%
Value ($000) $517 Shares 21,250 Est. Cost $24.33 Unrealized
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $510 Shares 8,941 Est. Cost $57.04 Unrealized
PRK PARK NATL CORP 0.2%
Value ($000) $505 Shares 4,800 Est. Cost $68.98 Unrealized +58.7%
DIS DISNEY WALT CO 0.2%
Value ($000) $482 Shares 4,250 Est. Cost $67.66 Unrealized +52.3%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $469 Shares 3,367 Est. Cost $139.29 Unrealized
BUCKEYE PARTNERS L P 0.2%
Value ($000) $461 Shares 6,731 Est. Cost $68.49 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $447 Shares 6,399 Est. Cost $70.93 Unrealized
AB ALLIANCEBERNSTEIN HOLDING LP 0.1%
Value ($000) $438 Shares 19,150 Est. Cost $24.99 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $432 Shares 5,368 Est. Cost $58.10 Unrealized +7.4%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $420 Shares 5,234 Est. Cost $70.85 Unrealized
CDK GLOBAL INC 0.1%
Value ($000) $412 Shares 6,330 Est. Cost $41.08 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $400 Shares 2,323 Est. Cost $85.83 Unrealized +29.9%
ENLINK MIDSTREAM LLC 0.1%
Value ($000) $398 Shares 20,518 Est. Cost $17.79 Unrealized
CONE MIDSTREAM PARTNERS LP 0.1%
Value ($000) $394 Shares 16,700 Est. Cost $23.55 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $385 Shares 7,506 Est. Cost $44.73 Unrealized
MPLX MPLX LP 0.1%
Value ($000) $384 Shares 10,655 Est. Cost $36.04 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $379 Shares 428 Est. Cost $34.14 Unrealized +22.1%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $371 Shares 12,854 Est. Cost $23.83 Unrealized 0.0%
VEA VANGUARD TAX MANAGED INTL FD 0.1%
Value ($000) $370 Shares 9,420 Est. Cost $37.85 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $356 Shares 6,544 Est. Cost $32.66 Unrealized +22.3%
KKR & CO L P DEL 0.1%
Value ($000) $345 Shares 18,950 Est. Cost $16.34 Unrealized
LEG LEGGETT & PLATT INC 0.1%
Value ($000) $345 Shares 6,855 Est. Cost $44.80 Unrealized +9.0%
ADNT ADIENT PLC 0.1%
Value ($000) $337 Shares 4,637 Est. Cost $50.50 Unrealized +27.0%
ARCC ARES CAP CORP 0.1%
Value ($000) $336 Shares 19,333 Est. Cost $6.03 Unrealized +23.4%
CELGENE CORP 0.1%
Value ($000) $321 Shares 2,577 Est. Cost $91.03 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $320 Shares 2,436 Est. Cost $89.90 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $318 Shares 4,104 Est. Cost $44.72 Unrealized +14.5%
TDIV FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $305 Shares 9,636 Est. Cost $30.13 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $304 Shares 5,855 Est. Cost $35.02 Unrealized +20.1%
IEX IDEX CORP 0.1%
Value ($000) $301 Shares 3,221 Est. Cost $51.32 Unrealized +60.6%
HOLLY ENERGY PARTNERS L P 0.1%
Value ($000) $300 Shares 8,400 Est. Cost $38.09 Unrealized
BAC BANK AMER CORP 0.1%
Value ($000) $299 Shares 12,695 Est. Cost $16.29 Unrealized +19.0%
CPT CAMDEN PPTY TR 0.1%
Value ($000) $298 Shares 3,707 Est. Cost $42.06 Unrealized +44.5%
FDN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $297 Shares 3,368 Est. Cost $88.18 Unrealized
QTEC FIRST TR NASDAQ100 TECH INDE 0.1%
Value ($000) $297 Shares 4,940 Est. Cost $60.12 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $294 Shares 8,579 Est. Cost $34.27 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $291 Shares 3,677 Est. Cost $46.44 Unrealized +23.3%
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $287 Shares 11,150 Est. Cost $26.52 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $286 Shares 10,444 Est. Cost $27.38 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $270 Shares 2,968 Est. Cost $59.92 Unrealized 0.0%
ENLINK MIDSTREAM PARTNERS LP 0.1%
Value ($000) $267 Shares 14,580 Est. Cost $18.31 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $263 Shares 6,123 Est. Cost $35.91 Unrealized +16.3%
MPC MARATHON PETE CORP 0.1%
Value ($000) $259 Shares 5,120 Est. Cost $33.98 Unrealized +11.3%
RYDEX ETF TRUST 0.1%
Value ($000) $258 Shares 2,844 Est. Cost $90.72 Unrealized
TWITTER INC 0.1%
Value ($000) $257 Shares 17,179 Est. Cost $23.17 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $256 Shares 7,110 Est. Cost $28.64 Unrealized +3.6%
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $255 Shares 1,388 Est. Cost $86.71 Unrealized +52.6%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $248 Shares 4,616 Est. Cost $33.98 Unrealized +42.1%
AETNA INC NEW 0.1%
Value ($000) $247 Shares 1,935 Est. Cost $107.73 Unrealized
DOW CHEM CO 0.1%
Value ($000) $246 Shares 3,876 Est. Cost $57.41 Unrealized
GEL GENESIS ENERGY L P 0.1%
Value ($000) $243 Shares 7,500 Est. Cost $45.60 Unrealized
SPX CORP 0.1%
Value ($000) $243 Shares 10,000 Est. Cost $14.87 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $239 Shares 4,008 Est. Cost $45.63 Unrealized +9.9%
IVV ISHARES TR 0.1%
Value ($000) $237 Shares 1,000 Est. Cost $205.00 Unrealized
BROOKFIELD ASSET MGMT INC 0.1%
Value ($000) $237 Shares 6,497 Est. Cost $45.04 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $236 Shares 1,790 Est. Cost $77.85 Unrealized +47.1%
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $234 Shares 9,516 Est. Cost $24.59 Unrealized
PAGP PLAINS GP HLDGS L P 0.1%
Value ($000) $230 Shares 7,357 Est. Cost $34.19 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $229 Shares 1,830 Est. Cost $74.14 Unrealized +24.0%
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $227 Shares 8,945 Est. Cost $26.41 Unrealized
ANADARKO PETE CORP 0.1%
Value ($000) $226 Shares 3,639 Est. Cost $54.84 Unrealized
LEVEL 3 COMMUNICATIONS INC 0.1%
Value ($000) $225 Shares 3,940 Est. Cost $56.35 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $213 Shares 1,657 Est. Cost $25.15 Unrealized 0.0%
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $212 Shares 8,672 Est. Cost $24.45 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $212 Shares 1,154 Est. Cost $152.63 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $209 Shares 4,350 Est. Cost $37.62 Unrealized +6.0%
HUM HUMANA INC 0.1%
Value ($000) $206 Shares 1,000 Est. Cost $176.81 Unrealized +8.6%
CONTINENTAL RESOURCES INC 0.1%
Value ($000) $205 Shares 4,520 Est. Cost $33.77 Unrealized
INVESCO MUN TR 0.1%
Value ($000) $188 Shares 15,000 Est. Cost $12.25 Unrealized
DMLP DORCHESTER MINERALS LP 0.1%
Value ($000) $172 Shares 10,000 Est. Cost $24.50 Unrealized
INVESCO SR INCOME TR 0.0%
Value ($000) $56 Shares 12,000 Est. Cost $4.67 Unrealized