SouthState Corp Diversified Active

CIK: 0000764038 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 15, 2014

Total Value ($000): $620,779 (100.0% shares, 0.0% debt)

Holdings (263)

VCSH VANGUARD SHORT TERM CORP BOND 3.8%
Value ($000) $23,725 Shares 296,632 Est. Cost $79.50 Unrealized
BSV VANGUARD SHORT TERM BOND ETF 3.2%
Value ($000) $20,021 Shares 249,971 Est. Cost $80.02 Unrealized
JNJ JOHNSON & JOHNSON 2.8%
Value ($000) $17,585 Shares 179,019 Est. Cost $59.86 Unrealized +11.3%
XOM EXXON MOBIL CORP 2.2%
Value ($000) $13,606 Shares 139,291 Est. Cost $54.08 Unrealized +7.4%
IGSB ISHARES BARCLAYS 1-3 YEAR CREDIT BOND 1.8%
Value ($000) $11,041 Shares 104,678 Est. Cost $105.07 Unrealized
PG PROCTER & GAMBLE COMPANY 1.7%
Value ($000) $10,318 Shares 128,013 Est. Cost $55.16 Unrealized +2.4%
DIS DISNEY WALT CO NEW 1.5%
Value ($000) $9,327 Shares 116,487 Est. Cost $56.11 Unrealized +24.2%
GENERAL ELECTRIC CORP 1.4%
Value ($000) $8,974 Shares 346,643 Est. Cost $23.35 Unrealized
UNITED TECHNOLOGIES CORP 1.4%
Value ($000) $8,925 Shares 76,381 Est. Cost $93.75 Unrealized
CVX CHEVRON CORPORATION 1.4%
Value ($000) $8,837 Shares 74,320 Est. Cost $71.37 Unrealized -1.4%
HD HOME DEPOT INC 1.4%
Value ($000) $8,718 Shares 110,174 Est. Cost $56.14 Unrealized +7.3%
TJX TJX COMPANIES 1.4%
Value ($000) $8,696 Shares 143,385 Est. Cost $20.82 Unrealized +23.7%
COP CONOCOPHILLIPS 1.3%
Value ($000) $8,275 Shares 117,630 Est. Cost $47.03 Unrealized -3.4%
BRK/B BERKSHIRE HATHAWAY INC-CL B 1.3%
Value ($000) $8,092 Shares 64,758 Est. Cost $110.20 Unrealized +6.0%
MSFT MICROSOFT CORP 1.3%
Value ($000) $7,904 Shares 192,826 Est. Cost $26.79 Unrealized +16.7%
KO COCA COLA CO 1.2%
Value ($000) $7,634 Shares 197,476 Est. Cost $27.77 Unrealized -4.4%
INTC INTEL CORP 1.2%
Value ($000) $7,301 Shares 282,811 Est. Cost $17.15 Unrealized +8.9%
EXPRESS SCRIPTS HLDG 1.1%
Value ($000) $7,117 Shares 94,786 Est. Cost $61.74 Unrealized
FISV FISERV INC 1.1%
Value ($000) $6,886 Shares 121,470 Est. Cost $24.30 Unrealized +17.7%
DUK DUKE ENERGY CORP 1.1%
Value ($000) $6,796 Shares 95,429 Est. Cost $41.75 Unrealized +2.2%
DHR DANAHER CORPORATION 1.0%
Value ($000) $6,487 Shares 86,491 Est. Cost $25.05 Unrealized +22.8%
QCOM QUALCOMM INC 1.0%
Value ($000) $6,453 Shares 81,827 Est. Cost $45.80 Unrealized +17.9%
SYY SYSCO CORP 1.0%
Value ($000) $6,372 Shares 176,355 Est. Cost $24.39 Unrealized +7.0%
DU PONT E I DE NEMOURS & CO 1.0%
Value ($000) $6,334 Shares 94,398 Est. Cost $52.68 Unrealized
T AT & T INC 1.0%
Value ($000) $6,274 Shares 178,896 Est. Cost $11.34 Unrealized -4.3%
EFA ISHARES MSCI EAFE ETF 1.0%
Value ($000) $6,244 Shares 92,912 Est. Cost $66.28 Unrealized
BOND PIMCO TOTAL RETURN ETF 1.0%
Value ($000) $6,227 Shares 58,383 Est. Cost $105.54 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ET 1.0%
Value ($000) $6,157 Shares 71,145 Est. Cost $73.67 Unrealized
CVS CVS CAREMARK CORP 1.0%
Value ($000) $6,071 Shares 81,089 Est. Cost $41.52 Unrealized +23.1%
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $5,857 Shares 65,045 Est. Cost $59.62 Unrealized +26.6%
GOOGLE INC-CL A 0.9%
Value ($000) $5,816 Shares 5,218 Est. Cost $888.73 Unrealized
USB U.S. BANCORP 0.9%
Value ($000) $5,777 Shares 134,787 Est. Cost $22.60 Unrealized +21.0%
HON HONEYWELL INTERNATIONAL INC 0.9%
Value ($000) $5,749 Shares 61,981 Est. Cost $53.29 Unrealized +21.4%
MINT PIMCO ENHANCED SHORT MATURITY 0.9%
Value ($000) $5,705 Shares 56,283 Est. Cost $101.29 Unrealized
IBM INTL. BUSINESS MACHINES CORP 0.9%
Value ($000) $5,641 Shares 29,303 Est. Cost $117.58 Unrealized -7.1%
ADP AUTOMATIC DATA PROCESSING INC 0.9%
Value ($000) $5,612 Shares 72,641 Est. Cost $45.09 Unrealized +16.3%
VZ VERIZON COMMUNICATIONS 0.9%
Value ($000) $5,561 Shares 116,901 Est. Cost $26.41 Unrealized -2.0%
AMGN AMGEN INC 0.9%
Value ($000) $5,389 Shares 43,693 Est. Cost $73.34 Unrealized +18.5%
JPM JP MORGAN CHASE & CO 0.8%
Value ($000) $5,186 Shares 85,418 Est. Cost $37.52 Unrealized +12.2%
UNP UNION PAC CORP 0.8%
Value ($000) $5,118 Shares 27,271 Est. Cost $57.15 Unrealized +19.5%
VGT VANGUARD INFO TECH ETF 0.8%
Value ($000) $5,072 Shares 55,417 Est. Cost $79.54 Unrealized
CMCSA COMCAST CORP-CL A 0.8%
Value ($000) $5,009 Shares 100,118 Est. Cost $15.74 Unrealized +26.8%
DEO DIAGEO PLC ADR 0.8%
Value ($000) $4,907 Shares 39,387 Est. Cost $115.41 Unrealized
SLB SCHLUMBERGER LTD 0.8%
Value ($000) $4,844 Shares 49,679 Est. Cost $52.90 Unrealized +23.8%
EMR EMERSON ELECTRIC 0.8%
Value ($000) $4,749 Shares 71,091 Est. Cost $40.21 Unrealized +18.8%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $4,724 Shares 210,731 Est. Cost $15.27 Unrealized +0.2%
COST COSTCO WHOLESALE CORP 0.7%
Value ($000) $4,652 Shares 41,656 Est. Cost $91.64 Unrealized -0.4%
SYK STRYKER CORP 0.7%
Value ($000) $4,590 Shares 56,329 Est. Cost $57.05 Unrealized +21.0%
IWR ISHARES RUSSELL MIDCAP ETF 0.7%
Value ($000) $4,546 Shares 29,378 Est. Cost $133.76 Unrealized
KRAFT FOODS GROUP INC 0.7%
Value ($000) $4,515 Shares 80,488 Est. Cost $55.35 Unrealized
AGG ISHARES CORE TOTAL U.S. BOND E 0.7%
Value ($000) $4,461 Shares 41,342 Est. Cost $107.07 Unrealized
DVN DEVON ENERGY CORP 0.7%
Value ($000) $4,342 Shares 64,877 Est. Cost $38.15 Unrealized +9.3%
VANGUARD SHORT CORPORATE BOND 0.7%
Value ($000) $4,259 Shares 53,246 Est. Cost $79.69 Unrealized
NUE NUCOR CORP 0.7%
Value ($000) $4,227 Shares 83,645 Est. Cost $32.57 Unrealized +15.1%
PEP PEPSICO INC 0.7%
Value ($000) $4,153 Shares 49,728 Est. Cost $56.08 Unrealized +1.4%
BND VANGUARD TOTAL BOND MARKET ETF 0.7%
Value ($000) $4,139 Shares 50,975 Est. Cost $80.88 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $4,115 Shares 128,094 Est. Cost $16.58 Unrealized +9.8%
CAT CATERPILLAR INC 0.7%
Value ($000) $4,070 Shares 40,956 Est. Cost $61.56 Unrealized +13.2%
POWERSHARES S&P 500 LOW VOLA 0.6%
Value ($000) $3,996 Shares 117,403 Est. Cost $31.12 Unrealized
MAT MATTEL INC 0.6%
Value ($000) $3,914 Shares 97,578 Est. Cost $44.27 Unrealized -10.3%
HP HELMERICH & PAYNE INC 0.6%
Value ($000) $3,723 Shares 34,610 Est. Cost $61.57 Unrealized +51.0%
AFL AFLAC INC 0.6%
Value ($000) $3,676 Shares 58,312 Est. Cost $20.19 Unrealized +18.8%
PSX PHILLIPS 66 0.6%
Value ($000) $3,665 Shares 47,554 Est. Cost $40.31 Unrealized +23.6%
AAPL APPLE INC 0.6%
Value ($000) $3,596 Shares 6,699 Est. Cost $14.19 Unrealized +16.9%
NVO NOVO NORDISK AS SPONS ADR 0.6%
Value ($000) $3,514 Shares 76,995 Est. Cost $64.19 Unrealized
MMM 3M CO 0.5%
Value ($000) $3,377 Shares 24,893 Est. Cost $63.88 Unrealized +19.4%
RSG REPUBLIC SERVICES INC 0.5%
Value ($000) $3,308 Shares 96,854 Est. Cost $26.38 Unrealized +0.5%
MDLZ MONDELEZ INTERNATIONAL INC 0.5%
Value ($000) $3,290 Shares 95,226 Est. Cost $23.31 Unrealized +13.0%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $3,218 Shares 61,940 Est. Cost $28.89 Unrealized +24.4%
IWM ISHARES RUSSELL 2000 ETF 0.5%
Value ($000) $3,122 Shares 26,834 Est. Cost $98.32 Unrealized
IXC ISHARES S&P GLBL ENERGY SECT E 0.5%
Value ($000) $3,065 Shares 70,031 Est. Cost $38.95 Unrealized
VIG VANGUARD DIVIDEND APPREC ETF 0.5%
Value ($000) $3,063 Shares 40,718 Est. Cost $66.69 Unrealized
ABT ABBOTT LABS 0.5%
Value ($000) $3,042 Shares 79,013 Est. Cost $28.84 Unrealized +6.6%
C. R. BARD INC 0.5%
Value ($000) $3,030 Shares 20,475 Est. Cost $108.67 Unrealized
MUR MURPHY OIL CORP 0.5%
Value ($000) $2,986 Shares 47,495 Est. Cost $34.77 Unrealized +11.9%
AIVL WISDOM TREE DIVIDEND EX-FINANC 0.5%
Value ($000) $2,907 Shares 41,384 Est. Cost $62.27 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 0.4%
Value ($000) $2,739 Shares 67,499 Est. Cost $39.95 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.4%
Value ($000) $2,632 Shares 13,988 Est. Cost $172.43 Unrealized
SMMU PIMCO SHORT TERM MUNICIPAL BON 0.4%
Value ($000) $2,617 Shares 52,016 Est. Cost $50.29 Unrealized
WELLPOINT INC 0.4%
Value ($000) $2,560 Shares 25,710 Est. Cost $83.61 Unrealized
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $2,519 Shares 15,375 Est. Cost $127.13 Unrealized +5.2%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $2,470 Shares 38,069 Est. Cost $44.40 Unrealized +7.9%
HYS PIMCO 0-5 YEAR H/Y CORP BD IND 0.4%
Value ($000) $2,454 Shares 23,015 Est. Cost $106.45 Unrealized
GIS GENERAL MLS INC 0.4%
Value ($000) $2,429 Shares 46,865 Est. Cost $32.07 Unrealized +2.8%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.4%
Value ($000) $2,427 Shares 25,147 Est. Cost $84.63 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $2,398 Shares 42,235 Est. Cost $30.20 Unrealized +18.4%
KBE SPDR S&P BANK ETF 0.4%
Value ($000) $2,386 Shares 70,111 Est. Cost $30.03 Unrealized
GLAXOSMITHKLINE 0.4%
Value ($000) $2,377 Shares 44,482 Est. Cost $50.33 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $2,290 Shares 44,551 Est. Cost $26.88 Unrealized +17.2%
VARIAN MEDICAL SYSTEMS 0.4%
Value ($000) $2,175 Shares 25,895 Est. Cost $67.80 Unrealized
VNQ VANGUARD REIT ETF 0.3%
Value ($000) $2,032 Shares 28,773 Est. Cost $68.33 Unrealized
WFC WELLS FARGO & CO 0.3%
Value ($000) $2,029 Shares 40,794 Est. Cost $28.78 Unrealized +16.1%
AIVI WISDOM TREE INTL DIVIDEND EX-F 0.3%
Value ($000) $1,964 Shares 39,895 Est. Cost $40.38 Unrealized
MARKET VECTORS AGRIBUSINESS 0.3%
Value ($000) $1,875 Shares 34,497 Est. Cost $51.23 Unrealized
WMT WAL MART STORES INC 0.3%
Value ($000) $1,867 Shares 24,423 Est. Cost $19.98 Unrealized -0.4%
DVY ISHARES DJ SELECT DIVIDEND ETF 0.3%
Value ($000) $1,812 Shares 24,718 Est. Cost $63.98 Unrealized
DGS WISDOMTREE EMERGING MKTS S/C D 0.3%
Value ($000) $1,808 Shares 38,777 Est. Cost $46.21 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.3%
Value ($000) $1,804 Shares 22,032 Est. Cost $49.18 Unrealized -9.0%
D DOMINION RES INC VA 0.3%
Value ($000) $1,802 Shares 25,385 Est. Cost $35.05 Unrealized +18.3%
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $1,799 Shares 16,313 Est. Cost $63.05 Unrealized +10.1%
VXF VANGUARD EXT MARKET INDEX 0.3%
Value ($000) $1,717 Shares 20,205 Est. Cost $69.82 Unrealized
ORCL ORACLE CORPORATION COM 0.3%
Value ($000) $1,677 Shares 41,004 Est. Cost $28.00 Unrealized +14.2%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,673 Shares 17,067 Est. Cost $71.32 Unrealized -1.5%
VEU VANUGARD INTL EQUITY ETF 0.3%
Value ($000) $1,634 Shares 32,469 Est. Cost $45.23 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.3%
Value ($000) $1,628 Shares 19,138 Est. Cost $73.64 Unrealized
NKE NIKE INC CLASS B COM 0.3%
Value ($000) $1,626 Shares 22,007 Est. Cost $26.85 Unrealized +21.3%
VTI VANGUARD TOTAL STCK MK ETF 0.3%
Value ($000) $1,620 Shares 16,624 Est. Cost $86.14 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $1,562 Shares 50,093 Est. Cost $17.33 Unrealized +31.0%
FIRST FINANCIAL HOLDINGS INC 0.2%
Value ($000) $1,543 Shares 24,647 Est. Cost $58.61 Unrealized
BB & T CORP 0.2%
Value ($000) $1,507 Shares 37,526 Est. Cost $35.36 Unrealized
SON SONOCO PRODUCTS CO 0.2%
Value ($000) $1,485 Shares 36,184 Est. Cost $23.61 Unrealized +18.6%
DXJ WISDOMTREE JAPAN HEDGED EQUITY 0.2%
Value ($000) $1,412 Shares 29,834 Est. Cost $48.33 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,404 Shares 37,500 Est. Cost $16.68 Unrealized +2.7%
EEM ISHARES MSCI EMERGING MKT ETF 0.2%
Value ($000) $1,336 Shares 32,572 Est. Cost $39.00 Unrealized
CHUBB CORP 0.2%
Value ($000) $1,318 Shares 14,752 Est. Cost $85.13 Unrealized
BLDRS EMERGING MARKETS ADR FUN 0.2%
Value ($000) $1,317 Shares 36,230 Est. Cost $36.95 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.2%
Value ($000) $1,316 Shares 58,933 Est. Cost $19.81 Unrealized
VFC V F CORP 0.2%
Value ($000) $1,311 Shares 21,171 Est. Cost $50.98 Unrealized +10.5%
BIV VANGUARD INTERMEDIATE-TERM BON 0.2%
Value ($000) $1,288 Shares 15,455 Est. Cost $81.72 Unrealized
BAC BANK AMER CORP 0.2%
Value ($000) $1,282 Shares 74,564 Est. Cost $10.86 Unrealized +22.0%
AEP AMERICAN ELEC PWR INC 0.2%
Value ($000) $1,245 Shares 24,586 Est. Cost $30.09 Unrealized +5.8%
FIRST TRUST ISE-REV NAT GAS 0.2%
Value ($000) $1,236 Shares 59,715 Est. Cost $16.09 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $1,217 Shares 27,708 Est. Cost $26.64 Unrealized -5.1%
TIP ISHARES BARCLAYS TIPS BOND ETF 0.2%
Value ($000) $1,172 Shares 10,456 Est. Cost $112.20 Unrealized
PH PARKER HANNIFIN CORP COM 0.2%
Value ($000) $1,142 Shares 9,540 Est. Cost $89.38 Unrealized +10.2%
NATIONAL-OILWELL INC 0.2%
Value ($000) $1,140 Shares 14,634 Est. Cost $75.41 Unrealized
WALGREEN CO 0.2%
Value ($000) $1,136 Shares 17,205 Est. Cost $46.79 Unrealized
MUNI PIMCO INTERMEDIATE MUNICIPAL B 0.2%
Value ($000) $1,093 Shares 20,783 Est. Cost $51.83 Unrealized
LLY ELI LILLY & CO. 0.2%
Value ($000) $1,059 Shares 17,989 Est. Cost $42.40 Unrealized +5.1%
ROYAL DUTCH-ADR A 0.2%
Value ($000) $1,032 Shares 14,113 Est. Cost $64.89 Unrealized
IXJ ISHARES S&P GLOBAL HEALTHCARE 0.2%
Value ($000) $978 Shares 10,745 Est. Cost $79.46 Unrealized
LOW LOWES COMPANIES 0.2%
Value ($000) $975 Shares 19,954 Est. Cost $32.52 Unrealized +20.0%
GPC GENUINE PARTS CO 0.2%
Value ($000) $968 Shares 11,150 Est. Cost $54.72 Unrealized +9.8%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value ($000) $903 Shares 3,606 Est. Cost $228.91 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $889 Shares 10,209 Est. Cost $48.68 Unrealized +16.7%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $886 Shares 4,576 Est. Cost $64.61 Unrealized +19.5%
SU SUNCOR ENERGY INC 0.1%
Value ($000) $878 Shares 25,128 Est. Cost $22.14 Unrealized -0.2%
POWERSHARES H/Y EQ DVD ACHIEVE 0.1%
Value ($000) $868 Shares 71,201 Est. Cost $10.73 Unrealized
VGIT VANGUARD INTER TERM ETF 0.1%
Value ($000) $867 Shares 13,690 Est. Cost $63.58 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $863 Shares 14,763 Est. Cost $49.17 Unrealized
MA MASTERCARD INC-A 0.1%
Value ($000) $854 Shares 11,437 Est. Cost $71.08 Unrealized +2.3%
V VISA INC 0.1%
Value ($000) $849 Shares 3,935 Est. Cost $40.40 Unrealized +26.5%
SPY STANDARD & POORS DEPOSITORY 0.1%
Value ($000) $840 Shares 4,489 Est. Cost $173.04 Unrealized
GLW CORNING INC 0.1%
Value ($000) $821 Shares 39,416 Est. Cost $11.44 Unrealized +20.8%
ABBNY ABB LTD-SPON ADR 0.1%
Value ($000) $770 Shares 29,858 Est. Cost $22.76 Unrealized
CSX CSX CORPORATION 0.1%
Value ($000) $724 Shares 24,996 Est. Cost $6.67 Unrealized +15.0%
BA BOEING COMPANY 0.1%
Value ($000) $694 Shares 5,534 Est. Cost $87.33 Unrealized +27.9%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $680 Shares 9,243 Est. Cost $30.44 Unrealized -0.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $678 Shares 4,210 Est. Cost $86.03 Unrealized +31.8%
EPD ENTERPRISE PRODS PARTNERS LP 0.1%
Value ($000) $675 Shares 9,725 Est. Cost $61.64 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $653 Shares 6,851 Est. Cost $59.21 Unrealized +5.5%
PIEDMONT NAT GAS INC COM 0.1%
Value ($000) $638 Shares 18,019 Est. Cost $33.43 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ET 0.1%
Value ($000) $631 Shares 4,632 Est. Cost $114.81 Unrealized
LNC LINCOLN NATL CORP 0.1%
Value ($000) $628 Shares 12,378 Est. Cost $33.47 Unrealized 0.0%
AIG AMERICAN INTERNATIONAL GROUP 0.1%
Value ($000) $624 Shares 12,487 Est. Cost $33.80 Unrealized +12.0%
IWS ISHARES RUSSELL MIDCAP VALUE E 0.1%
Value ($000) $623 Shares 9,065 Est. Cost $58.19 Unrealized
BUD ANHEUSER-BUSCH INBEV SPONS ADR 0.1%
Value ($000) $606 Shares 5,752 Est. Cost $90.25 Unrealized
SCANA CORP 0.1%
Value ($000) $598 Shares 11,654 Est. Cost $49.09 Unrealized
DON WISDOMTREE MIDCAP DIVIDEND FD 0.1%
Value ($000) $590 Shares 7,655 Est. Cost $65.66 Unrealized
IJK ISHARES S&P MIDCAP 400/GRWTH E 0.1%
Value ($000) $587 Shares 3,838 Est. Cost $142.94 Unrealized
APACHE CORP 0.1%
Value ($000) $579 Shares 6,979 Est. Cost $84.05 Unrealized
HSY THE HERSHEY COMPANY 0.1%
Value ($000) $579 Shares 5,541 Est. Cost $70.89 Unrealized +8.9%
TOCQUEVILLE TR GOLD FUND 0.1%
Value ($000) $574 Shares 15,070 Est. Cost $35.10 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $568 Shares 4,853 Est. Cost $79.42 Unrealized +15.1%
BRK/A BERKSHIRE HATHAWAY INC-CL A 0.1%
Value ($000) $562 Shares 3 Est. Cost $165023.42 Unrealized +6.4%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $518 Shares 5,424 Est. Cost $14.16 Unrealized +17.0%
MUSA MURPHY USA INC 0.1%
Value ($000) $508 Shares 12,524 Est. Cost $41.23 Unrealized -4.6%
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $505 Shares 5,501 Est. Cost $40.38 Unrealized +33.2%
MTB M & T BK CORP 0.1%
Value ($000) $498 Shares 4,109 Est. Cost $74.26 Unrealized +12.0%
IJS ISHARES S&P SMALLCAP 600/VAL E 0.1%
Value ($000) $489 Shares 4,310 Est. Cost $104.24 Unrealized
IJJ ISHARES S&P MIDCAP 400/VALUE E 0.1%
Value ($000) $485 Shares 4,025 Est. Cost $111.14 Unrealized
DJP IPATH DOW JONES AIG COMMDTY 0.1%
Value ($000) $464 Shares 11,756 Est. Cost $36.76 Unrealized
POWERSHARES SENIOR LOAN PORT 0.1%
Value ($000) $464 Shares 18,709 Est. Cost $24.85 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $460 Shares 9,635 Est. Cost $15.14 Unrealized +17.2%
F FORD MOTOR CO DEL 0.1%
Value ($000) $455 Shares 29,146 Est. Cost $8.09 Unrealized +3.5%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $447 Shares 3,949 Est. Cost $104.02 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $442 Shares 10,168 Est. Cost $29.33 Unrealized 0.0%
SPECTRA ENERGY CORP 0.1%
Value ($000) $442 Shares 11,959 Est. Cost $35.08 Unrealized
MEDTRONIC INC 0.1%
Value ($000) $439 Shares 7,135 Est. Cost $51.91 Unrealized
CAG CONAGRA FOODS INC 0.1%
Value ($000) $429 Shares 13,813 Est. Cost $17.66 Unrealized -9.2%
DE DEERE & CO. 0.1%
Value ($000) $428 Shares 4,704 Est. Cost $67.94 Unrealized +3.2%
ETN EATON CORP PLC 0.1%
Value ($000) $420 Shares 5,596 Est. Cost $47.18 Unrealized +17.4%
VEA VANGUARD FTSE DEVELOPED MARKET 0.1%
Value ($000) $419 Shares 10,151 Est. Cost $41.28 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $419 Shares 7,401 Est. Cost $37.25 Unrealized +11.5%
SUB ISHARES SHORT TERM MUNI 0.1%
Value ($000) $412 Shares 3,875 Est. Cost $106.19 Unrealized
SUNOCO LOGISTICS PARTNERS LP 0.1%
Value ($000) $409 Shares 4,500 Est. Cost $64.00 Unrealized
COF CAPITAL ONE FINANCIAL 0.1%
Value ($000) $389 Shares 5,044 Est. Cost $59.33 Unrealized 0.0%
MCK MCKESSON CORP. COMMON STOCK 0.1%
Value ($000) $385 Shares 2,182 Est. Cost $104.42 Unrealized +53.4%
PRAXAIR INC 0.1%
Value ($000) $381 Shares 2,907 Est. Cost $120.97 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $378 Shares 5,275 Est. Cost $27.98 Unrealized -4.2%
EMC CORP/MASS 0.1%
Value ($000) $377 Shares 13,761 Est. Cost $26.30 Unrealized
MONSANTO CO NEW 0.1%
Value ($000) $376 Shares 3,304 Est. Cost $106.74 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $371 Shares 2,495 Est. Cost $84.74 Unrealized +19.5%
DEM WISDOMTREE EMRG MARKT EQUITY I 0.1%
Value ($000) $370 Shares 7,534 Est. Cost $49.40 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $369 Shares 6,271 Est. Cost $38.65 Unrealized +10.7%
VOD VODAFONE GROUP SPONS ADR 0.1%
Value ($000) $365 Shares 9,905 Est. Cost $36.85 Unrealized
UNILEVER PLC 0.1%
Value ($000) $358 Shares 8,369 Est. Cost $40.45 Unrealized
TEVA TEVA PHARMACEUTICAL INDUSTRIES 0.1%
Value ($000) $357 Shares 6,760 Est. Cost $39.89 Unrealized
CNQ CANADIAN NATURAL RESOURCES 0.1%
Value ($000) $356 Shares 9,290 Est. Cost $8.78 Unrealized +19.4%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $350 Shares 3,595 Est. Cost $60.52 Unrealized +18.0%
DLS WISDOMTREE INTL S/C DVD FUND 0.1%
Value ($000) $346 Shares 5,323 Est. Cost $52.99 Unrealized
ISHARES MSCI GLBL GOLD MNRS ET 0.1%
Value ($000) $344 Shares 34,084 Est. Cost $10.59 Unrealized
IWV ISHARES RUSSELL 3000 INDEX 0.1%
Value ($000) $339 Shares 3,015 Est. Cost $97.67 Unrealized
BCE BCE INC 0.1%
Value ($000) $334 Shares 7,751 Est. Cost $22.25 Unrealized -3.4%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $332 Shares 7,034 Est. Cost $26.76 Unrealized +19.3%
TYCO INTERNATIONAL LTD 0.1%
Value ($000) $331 Shares 7,810 Est. Cost $34.10 Unrealized
AAP ADVANCED AUTO PARTS 0.1%
Value ($000) $329 Shares 2,600 Est. Cost $72.72 Unrealized +45.6%
ROST ROSS STORES INC COM 0.1%
Value ($000) $324 Shares 4,523 Est. Cost $28.26 Unrealized +11.6%
UBS AG JERSEY BRH 0.1%
Value ($000) $324 Shares 8,134 Est. Cost $39.28 Unrealized
TLT ISHARES BARCLAYS 20+ YEAR TR E 0.1%
Value ($000) $318 Shares 2,915 Est. Cost $109.09 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.1%
Value ($000) $316 Shares 6,036 Est. Cost $43.43 Unrealized
RWR SPDR DOW JONES REIT ETF 0.1%
Value ($000) $312 Shares 3,998 Est. Cost $76.04 Unrealized
IWN ISHARES RUSSEL 2000 VALUE ETF 0.1%
Value ($000) $311 Shares 3,082 Est. Cost $86.78 Unrealized
FCX FREEPORT-MCMORAN COPPER AND GO 0.1%
Value ($000) $311 Shares 9,393 Est. Cost $24.84 Unrealized +14.6%
IWP ISHARES RUSSELL MIDCAP GRWTH E 0.0%
Value ($000) $304 Shares 3,538 Est. Cost $74.03 Unrealized
AGL RES INC 0.0%
Value ($000) $304 Shares 6,209 Est. Cost $46.29 Unrealized
REYNOLDS AMERICA 0.0%
Value ($000) $302 Shares 5,639 Est. Cost $49.04 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $293 Shares 2,917 Est. Cost $82.00 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $292 Shares 2,679 Est. Cost $67.10 Unrealized +19.4%
UPS UNITED PARCEL SERVICE CL B 0.0%
Value ($000) $292 Shares 2,993 Est. Cost $55.82 Unrealized +15.0%
RWX SPDR DJ WILSHIRE INTL REAL EST 0.0%
Value ($000) $288 Shares 7,005 Est. Cost $41.11 Unrealized
SPDR HIGH YIELD BOND ETF 0.0%
Value ($000) $288 Shares 6,973 Est. Cost $39.65 Unrealized
PPL PPL CORPORATION 0.0%
Value ($000) $284 Shares 8,571 Est. Cost $16.45 Unrealized +3.8%
SHY ISHARES BARCLAYS 1-3 YEAR TR E 0.0%
Value ($000) $278 Shares 3,293 Est. Cost $84.34 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $276 Shares 3,201 Est. Cost $86.22 Unrealized
UNITEDHEALTH GROUP INC 0.0%
Value ($000) $267 Shares 3,257 Est. Cost $81.98 Unrealized
SUNTRUST BANKS INC 0.0%
Value ($000) $266 Shares 6,702 Est. Cost $36.88 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $261 Shares 4,650 Est. Cost $41.53 Unrealized +7.3%
ENCANA CORP 0.0%
Value ($000) $260 Shares 12,160 Est. Cost $16.97 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $256 Shares 6,092 Est. Cost $32.03 Unrealized +2.3%
VSS VANGUARD FTSE ALL WORLD X-US S 0.0%
Value ($000) $256 Shares 2,398 Est. Cost $85.06 Unrealized
BLACKROCK INC CLASS A 0.0%
Value ($000) $249 Shares 790 Est. Cost $270.73 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $248 Shares 5,450 Est. Cost $32.11 Unrealized +6.1%
TGT TARGET CORP 0.0%
Value ($000) $248 Shares 4,097 Est. Cost $47.29 Unrealized -11.9%
PAA PLAINS ALL AMERN PIPELINE LP 0.0%
Value ($000) $245 Shares 4,439 Est. Cost $55.19 Unrealized
TAP MOLSON COORS-B 0.0%
Value ($000) $241 Shares 4,102 Est. Cost $37.31 Unrealized +12.4%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $240 Shares 2,388 Est. Cost $83.77 Unrealized
AVON PRODUCTS INC 0.0%
Value ($000) $239 Shares 16,350 Est. Cost $21.04 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $239 Shares 3,403 Est. Cost $44.20 Unrealized +14.2%
SBUX STARBUCKS CORP 0.0%
Value ($000) $236 Shares 3,213 Est. Cost $31.01 Unrealized -5.5%
VCR VANGUARD CONSUMER DISCRETIONAR 0.0%
Value ($000) $236 Shares 2,231 Est. Cost $99.08 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $235 Shares 3,313 Est. Cost $49.03 Unrealized +11.1%
ELD WISDOMTREE EMRG MKTS DEBT 0.0%
Value ($000) $228 Shares 4,969 Est. Cost $46.73 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $227 Shares 2,510 Est. Cost $82.07 Unrealized
KINDER MORGAN ENERGY LP 0.0%
Value ($000) $227 Shares 3,073 Est. Cost $80.14 Unrealized
ROK ROCKWELL AUTOMATION, INC 0.0%
Value ($000) $227 Shares 1,822 Est. Cost $93.82 Unrealized 0.0%
ACN ACCENTURE PLC CL A 0.0%
Value ($000) $227 Shares 2,851 Est. Cost $63.05 Unrealized +6.1%
RAYTHEON COMPANY 0.0%
Value ($000) $226 Shares 2,283 Est. Cost $98.99 Unrealized
CF CF INDUSTRIES HOLDINGS INC 0.0%
Value ($000) $223 Shares 855 Est. Cost $35.22 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $222 Shares 4,671 Est. Cost $37.07 Unrealized 0.0%
PEG PUBLIC SYS ENTERPRISE GROUP 0.0%
Value ($000) $221 Shares 5,800 Est. Cost $22.69 Unrealized 0.0%
XLK TECHNOLOGY SELECT SPDR 0.0%
Value ($000) $220 Shares 6,062 Est. Cost $32.26 Unrealized
HESS CORPORATION 0.0%
Value ($000) $217 Shares 2,617 Est. Cost $82.92 Unrealized
TRV TRAVELERS INC 0.0%
Value ($000) $216 Shares 2,542 Est. Cost $64.62 Unrealized 0.0%
VALE VALE S.A. ADR 0.0%
Value ($000) $207 Shares 14,948 Est. Cost $13.24 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $206 Shares 1,811 Est. Cost $113.75 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $206 Shares 2,643 Est. Cost $76.43 Unrealized
MBB ISHARES BARCLAYS MBS BOND ETF 0.0%
Value ($000) $206 Shares 1,939 Est. Cost $105.87 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $205 Shares 1,043 Est. Cost $56.38 Unrealized +15.0%
SJM JM SMUCKER CO/THE-NEW 0.0%
Value ($000) $203 Shares 2,087 Est. Cost $75.72 Unrealized -9.2%
JPMORGAN ALERIAN MLP INDEX FUN 0.0%
Value ($000) $202 Shares 4,350 Est. Cost $46.67 Unrealized
TALISMAN ENERGY INC 0.0%
Value ($000) $151 Shares 15,094 Est. Cost $11.43 Unrealized
LMRXF LARAMIDE RES LTD 0.0%
Value ($000) $17 Shares 35,000 Est. Cost $0.55 Unrealized +5.3%