NBT BANK N A /NY Diversified Active

CIK: 0000898413 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 12, 2014

Total Value ($000): $659,174 (100.0% shares, 0.0% debt)

Holdings (203)

XOM EXXONMOBIL CORP 4.3%
Value ($000) $28,569 Shares 283,762 Est. Cost $53.69 Unrealized +15.2%
JNJ JOHNSON & JOHNSON 3.1%
Value ($000) $20,300 Shares 194,042 Est. Cost $59.66 Unrealized +22.6%
CVX CHEVRON CORPORATION 2.6%
Value ($000) $16,981 Shares 130,069 Est. Cost $71.30 Unrealized +6.5%
PG PROCTER & GAMBLE CO 2.5%
Value ($000) $16,515 Shares 210,132 Est. Cost $55.00 Unrealized +6.0%
MDY SPDR S&P MIDCAP 400 ETF TRUST 2.4%
Value ($000) $16,132 Shares 61,913 Est. Cost $210.09 Unrealized
AAPL APPLE INC 2.4%
Value ($000) $15,724 Shares 169,205 Est. Cost $17.76 Unrealized +5.1%
IBM INTL. BUSINESS MACHINES CORP 2.3%
Value ($000) $15,376 Shares 84,821 Est. Cost $118.59 Unrealized -5.3%
GENERAL ELECTRIC CORP 2.2%
Value ($000) $14,320 Shares 544,910 Est. Cost $23.19 Unrealized
PEP PEPSICO INC 2.0%
Value ($000) $13,206 Shares 147,813 Est. Cost $56.14 Unrealized +8.5%
MSFT MICROSOFT CORP 1.9%
Value ($000) $12,366 Shares 296,556 Est. Cost $26.70 Unrealized +27.2%
UNITED TECHNOLOGIES CORP 1.9%
Value ($000) $12,335 Shares 106,843 Est. Cost $92.93 Unrealized
MCD MCDONALDS CORP 1.8%
Value ($000) $11,972 Shares 118,839 Est. Cost $71.80 Unrealized +4.2%
JPM JP MORGAN CHASE & CO 1.8%
Value ($000) $11,862 Shares 205,869 Est. Cost $36.36 Unrealized +13.3%
IBB ISHARES NASDAQ BIOTECH ETF 1.6%
Value ($000) $10,311 Shares 40,117 Est. Cost $173.89 Unrealized
SLB SCHLUMBERGER LTD 1.5%
Value ($000) $10,011 Shares 84,872 Est. Cost $53.25 Unrealized +40.6%
IWM ISHARES RUSSELL 2000 ETF 1.5%
Value ($000) $9,832 Shares 82,761 Est. Cost $97.00 Unrealized
WFC WELLS FARGO & CO 1.5%
Value ($000) $9,646 Shares 183,509 Est. Cost $27.84 Unrealized +30.4%
INTC INTEL CORP 1.4%
Value ($000) $9,049 Shares 292,862 Est. Cost $17.20 Unrealized +20.2%
EFA ISHARES MSCI EAFE ETF 1.3%
Value ($000) $8,837 Shares 129,262 Est. Cost $57.89 Unrealized
DIS DISNEY WALT CO NEW 1.3%
Value ($000) $8,714 Shares 101,641 Est. Cost $56.13 Unrealized +30.8%
NBTB NBT BANCORP INC 1.3%
Value ($000) $8,673 Shares 361,097 Est. Cost $20.54 Unrealized +13.5%
PFE PFIZER INC 1.3%
Value ($000) $8,534 Shares 287,561 Est. Cost $16.46 Unrealized +6.6%
UNP UNION PAC CORP 1.2%
Value ($000) $7,846 Shares 78,661 Est. Cost $64.48 Unrealized +16.0%
VZ VERIZON COMMUNICATIONS 1.2%
Value ($000) $7,653 Shares 156,417 Est. Cost $27.04 Unrealized -0.9%
TROW T ROWE PRICE GROUP INC 1.2%
Value ($000) $7,594 Shares 89,973 Est. Cost $47.68 Unrealized +11.6%
LOW LOWES COS INC 1.1%
Value ($000) $7,547 Shares 157,257 Est. Cost $32.16 Unrealized +17.7%
DHR DANAHER CORP 1.1%
Value ($000) $7,043 Shares 89,459 Est. Cost $25.01 Unrealized +24.4%
QCOM QUALCOMM INC 1.0%
Value ($000) $6,703 Shares 84,629 Est. Cost $45.13 Unrealized +26.9%
BMY BRISTOL MYERS SQUIBB CO 1.0%
Value ($000) $6,694 Shares 137,992 Est. Cost $28.67 Unrealized +16.9%
CVS CVS CAREMARK CORP 1.0%
Value ($000) $6,533 Shares 86,676 Est. Cost $41.44 Unrealized +32.5%
DU PONT E I DE NEMOURS & CO 1.0%
Value ($000) $6,408 Shares 97,924 Est. Cost $52.50 Unrealized
T AT&T INC 0.9%
Value ($000) $6,255 Shares 176,915 Est. Cost $11.40 Unrealized +3.3%
ORCL ORACLE CORPORATION 0.9%
Value ($000) $6,080 Shares 150,013 Est. Cost $27.58 Unrealized +25.7%
SPY SPDR S&P 500 ETF TRUST 0.9%
Value ($000) $5,984 Shares 30,575 Est. Cost $160.40 Unrealized
CL COLGATE PALMOLIVE CO 0.9%
Value ($000) $5,932 Shares 87,016 Est. Cost $44.38 Unrealized +15.4%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $5,905 Shares 237,643 Est. Cost $15.41 Unrealized +8.0%
EEM ISHARES MSCI EMERGING MKT ETF 0.9%
Value ($000) $5,848 Shares 135,260 Est. Cost $38.50 Unrealized
PRU PRUDENTIAL FINL INC 0.9%
Value ($000) $5,656 Shares 63,717 Est. Cost $38.68 Unrealized +32.8%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.8%
Value ($000) $5,389 Shares 42,581 Est. Cost $110.21 Unrealized +14.8%
ABBV ABBVIE INC 0.8%
Value ($000) $5,335 Shares 94,525 Est. Cost $26.55 Unrealized +24.2%
TGT TARGET CORP 0.8%
Value ($000) $5,308 Shares 91,588 Est. Cost $47.95 Unrealized -13.2%
SDY SPDR S&P DIVIDEND ETF 0.8%
Value ($000) $5,059 Shares 66,047 Est. Cost $66.39 Unrealized
COP CONOCOPHILLIPS 0.8%
Value ($000) $5,050 Shares 58,905 Est. Cost $39.96 Unrealized +33.5%
ADP AUTOMATIC DATA PROCESSING INC 0.8%
Value ($000) $5,026 Shares 63,394 Est. Cost $45.09 Unrealized +17.2%
CAT CATERPILLAR INC 0.7%
Value ($000) $4,883 Shares 44,929 Est. Cost $61.82 Unrealized +26.2%
KO COCA COLA CO 0.7%
Value ($000) $4,874 Shares 115,063 Est. Cost $27.85 Unrealized +0.9%
PM PHILIP MORRIS INTERNATIONAL 0.7%
Value ($000) $4,797 Shares 56,893 Est. Cost $49.85 Unrealized -3.2%
ABT ABBOTT LABS 0.7%
Value ($000) $4,768 Shares 116,594 Est. Cost $28.85 Unrealized +9.2%
MRK MERCK & CO INC 0.7%
Value ($000) $4,643 Shares 80,259 Est. Cost $30.41 Unrealized +24.8%
D DOMINION RESOURCES INC 0.7%
Value ($000) $4,380 Shares 61,242 Est. Cost $34.53 Unrealized +24.3%
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $4,355 Shares 45,904 Est. Cost $63.87 Unrealized +19.6%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $4,307 Shares 42,031 Est. Cost $14.15 Unrealized +26.6%
XLU UTILITIES SELECT SECTOR SPDR 0.6%
Value ($000) $4,223 Shares 95,403 Est. Cost $37.62 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.6%
Value ($000) $3,916 Shares 27,369 Est. Cost $115.75 Unrealized
WMT WAL MART STORES INC 0.6%
Value ($000) $3,832 Shares 51,048 Est. Cost $19.98 Unrealized +2.7%
COVIDIEN PLC 0.6%
Value ($000) $3,814 Shares 42,299 Est. Cost $62.83 Unrealized
MMM 3M CO 0.6%
Value ($000) $3,773 Shares 26,337 Est. Cost $61.26 Unrealized +32.3%
NVS NOVARTIS AG SPONS ADR 0.6%
Value ($000) $3,766 Shares 41,599 Est. Cost $70.71 Unrealized
GOOGLE INC CL A 0.6%
Value ($000) $3,740 Shares 6,397 Est. Cost $880.32 Unrealized
APACHE CORP 0.6%
Value ($000) $3,678 Shares 36,555 Est. Cost $87.07 Unrealized
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $3,670 Shares 22,837 Est. Cost $71.65 Unrealized +65.1%
GOOGLE INC CLASS C 0.6%
Value ($000) $3,667 Shares 6,374 Est. Cost $575.31 Unrealized
MARKET VECTORS AGRIBUSINESS 0.6%
Value ($000) $3,631 Shares 66,013 Est. Cost $51.19 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $3,621 Shares 44,298 Est. Cost $50.75 Unrealized +28.5%
PRAXAIR INC 0.5%
Value ($000) $3,161 Shares 23,796 Est. Cost $115.14 Unrealized
NKE NIKE INC-CLASS B 0.5%
Value ($000) $3,143 Shares 40,530 Est. Cost $26.53 Unrealized +21.2%
GWW GRAINGER W W INC 0.5%
Value ($000) $3,123 Shares 12,279 Est. Cost $201.89 Unrealized +4.7%
ALV AUTOLIV INC 0.5%
Value ($000) $3,062 Shares 28,728 Est. Cost $40.38 Unrealized +41.8%
BA BOEING CO 0.5%
Value ($000) $3,028 Shares 23,800 Est. Cost $80.37 Unrealized +40.1%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $3,008 Shares 17,962 Est. Cost $120.06 Unrealized +7.2%
PFF ISHARES S&P PREF STK ETF 0.5%
Value ($000) $2,993 Shares 75,007 Est. Cost $39.25 Unrealized
USB US BANCORP NEW 0.5%
Value ($000) $2,975 Shares 68,690 Est. Cost $22.41 Unrealized +24.6%
MO ALTRIA GROUP INC 0.4%
Value ($000) $2,959 Shares 70,554 Est. Cost $16.28 Unrealized +17.9%
DIA SPDR DJIA TRUST 0.4%
Value ($000) $2,929 Shares 17,447 Est. Cost $148.55 Unrealized
KRE KBW REGIONAL BANKING ETF 0.4%
Value ($000) $2,832 Shares 70,228 Est. Cost $33.88 Unrealized
TD TORONTO DOMINION BANK 0.4%
Value ($000) $2,786 Shares 54,198 Est. Cost $42.93 Unrealized +13.1%
XLB MATERIALS SELECT SPDR FUND 0.4%
Value ($000) $2,699 Shares 54,372 Est. Cost $39.72 Unrealized
XLK TECHNOLOGY SELECT SECT SPDR 0.4%
Value ($000) $2,679 Shares 69,868 Est. Cost $30.59 Unrealized
MONSANTO CO 0.4%
Value ($000) $2,668 Shares 21,388 Est. Cost $98.81 Unrealized
GIS GENERAL MLS INC 0.4%
Value ($000) $2,635 Shares 50,145 Est. Cost $32.21 Unrealized +11.0%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $2,575 Shares 27,706 Est. Cost $53.13 Unrealized +23.7%
SO SOUTHERN COMPANY 0.4%
Value ($000) $2,416 Shares 53,234 Est. Cost $26.73 Unrealized +0.9%
ECL ECOLAB INC 0.4%
Value ($000) $2,390 Shares 21,461 Est. Cost $73.48 Unrealized +28.3%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $2,265 Shares 21,984 Est. Cost $57.67 Unrealized +31.8%
CLX CLOROX COMPANY 0.3%
Value ($000) $2,121 Shares 23,209 Est. Cost $60.00 Unrealized +7.5%
TJX TJX COS INC 0.3%
Value ($000) $2,096 Shares 39,427 Est. Cost $23.56 Unrealized +3.2%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $2,077 Shares 23,711 Est. Cost $49.85 Unrealized +31.3%
EMR EMERSON ELEC CO 0.3%
Value ($000) $2,013 Shares 30,330 Est. Cost $40.12 Unrealized +22.5%
WALGREEN CO 0.3%
Value ($000) $2,007 Shares 27,082 Est. Cost $44.20 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.3%
Value ($000) $1,979 Shares 40,534 Est. Cost $15.47 Unrealized +20.7%
APD AIR PRODUCTS & CHEMICALS INC 0.3%
Value ($000) $1,972 Shares 15,327 Est. Cost $61.68 Unrealized +36.0%
XLY CONSUMER DISCRETIONARY SELT 0.3%
Value ($000) $1,964 Shares 29,428 Est. Cost $56.41 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 0.3%
Value ($000) $1,963 Shares 45,495 Est. Cost $39.27 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.3%
Value ($000) $1,870 Shares 18,684 Est. Cost $78.30 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.3%
Value ($000) $1,870 Shares 82,245 Est. Cost $19.45 Unrealized
GLAXO SMITHKLINE SPONS ADR 0.3%
Value ($000) $1,856 Shares 34,698 Est. Cost $49.96 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.3%
Value ($000) $1,834 Shares 33,919 Est. Cost $42.64 Unrealized
YUM YUM! BRANDS INC 0.3%
Value ($000) $1,834 Shares 22,583 Est. Cost $38.97 Unrealized +14.6%
FISV FISERV INC 0.3%
Value ($000) $1,828 Shares 30,311 Est. Cost $24.35 Unrealized +21.7%
EMC CORP MASS 0.3%
Value ($000) $1,791 Shares 67,967 Est. Cost $23.62 Unrealized
VNQ VANGUARD REIT ETF 0.3%
Value ($000) $1,764 Shares 23,568 Est. Cost $69.12 Unrealized
DOW CHEMICAL COMPANY 0.3%
Value ($000) $1,672 Shares 32,489 Est. Cost $32.46 Unrealized
ISHARES GOLD TRUST 0.2%
Value ($000) $1,617 Shares 125,555 Est. Cost $11.99 Unrealized
IYZ ISHARES DJ US TELCOM SECTOR ET 0.2%
Value ($000) $1,544 Shares 50,911 Est. Cost $26.19 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.2%
Value ($000) $1,537 Shares 31,069 Est. Cost $31.82 Unrealized +17.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $1,382 Shares 36,743 Est. Cost $23.16 Unrealized +22.2%
TM TOYOTA MOTOR CORP SPONS ADR 0.2%
Value ($000) $1,352 Shares 11,297 Est. Cost $120.61 Unrealized
SPIB SPDR BARCLAYS I/T CORP BD ETF 0.2%
Value ($000) $1,333 Shares 38,679 Est. Cost $33.61 Unrealized
VCIT VANGUARD INTER TERM CORP BOND 0.2%
Value ($000) $1,316 Shares 15,209 Est. Cost $83.00 Unrealized
BHP BHP BILLITON LTD SPONS ADR 0.2%
Value ($000) $1,291 Shares 18,862 Est. Cost $57.67 Unrealized
EXPRESS SCRIPTS HLDG 0.2%
Value ($000) $1,273 Shares 18,363 Est. Cost $64.92 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,256 Shares 15,140 Est. Cost $36.92 Unrealized +46.5%
EPD ENTERPRISE PRODS PARTNERS LP 0.2%
Value ($000) $1,232 Shares 15,739 Est. Cost $62.17 Unrealized
SU SUNCOR ENERGY INC 0.2%
Value ($000) $1,228 Shares 28,803 Est. Cost $19.64 Unrealized +32.4%
DE DEERE & CO 0.2%
Value ($000) $1,185 Shares 13,085 Est. Cost $68.04 Unrealized +8.9%
XLP CONSUMER STAPLES SELECT SECTOR 0.2%
Value ($000) $1,172 Shares 26,276 Est. Cost $39.67 Unrealized
MOS THE MOSAIC COMPANY 0.2%
Value ($000) $1,115 Shares 22,555 Est. Cost $46.26 Unrealized -15.7%
SIGMA ALDRICH CORP 0.2%
Value ($000) $1,103 Shares 10,868 Est. Cost $80.45 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.2%
Value ($000) $1,101 Shares 18,110 Est. Cost $47.63 Unrealized
XYL XYLEM INC 0.2%
Value ($000) $1,040 Shares 26,612 Est. Cost $23.44 Unrealized +37.5%
HD HOME DEPOT INC 0.2%
Value ($000) $1,030 Shares 12,728 Est. Cost $56.22 Unrealized +6.9%
LLY LILLY ELI & CO 0.1%
Value ($000) $959 Shares 15,431 Est. Cost $42.37 Unrealized +13.3%
UPS UNITED PARCEL SERVICE CL B 0.1%
Value ($000) $956 Shares 9,312 Est. Cost $55.54 Unrealized +19.9%
ETN EATON CORP PLC 0.1%
Value ($000) $955 Shares 12,375 Est. Cost $46.70 Unrealized +20.5%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $911 Shares 8,190 Est. Cost $63.06 Unrealized +13.8%
CELGENE CORP 0.1%
Value ($000) $898 Shares 10,456 Est. Cost $100.23 Unrealized
MET METLIFE INC 0.1%
Value ($000) $869 Shares 15,642 Est. Cost $30.50 Unrealized +4.4%
AGG ISHARES CORE U.S. AGGREGATE BO 0.1%
Value ($000) $830 Shares 7,583 Est. Cost $107.15 Unrealized
INGERSOLL-RAND PLC 0.1%
Value ($000) $796 Shares 12,725 Est. Cost $55.53 Unrealized
TXT TEXTRON INC 0.1%
Value ($000) $744 Shares 19,440 Est. Cost $26.50 Unrealized +45.3%
CMCSA COMCAST CORP-CL A 0.1%
Value ($000) $739 Shares 13,774 Est. Cost $16.67 Unrealized +18.7%
MTB M & T BANK CORP 0.1%
Value ($000) $738 Shares 5,949 Est. Cost $72.91 Unrealized +21.2%
KRAFT FOODS GROUP INC 0.1%
Value ($000) $724 Shares 12,068 Est. Cost $55.85 Unrealized
VTWO VANGUARD RUSSELL 2000 0.1%
Value ($000) $706 Shares 7,430 Est. Cost $77.79 Unrealized
BED BATH & BEYOND INC 0.1%
Value ($000) $686 Shares 11,945 Est. Cost $70.95 Unrealized
WR GRACE & CO 0.1%
Value ($000) $662 Shares 7,000 Est. Cost $84.00 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $652 Shares 9,013 Est. Cost $30.67 Unrealized +6.6%
SYY SYSCO CORP 0.1%
Value ($000) $646 Shares 17,265 Est. Cost $24.40 Unrealized +10.2%
ANADARKO PETROLEUM CORPORATION 0.1%
Value ($000) $598 Shares 5,463 Est. Cost $85.89 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $593 Shares 15,819 Est. Cost $21.78 Unrealized +19.7%
ZBH ZIMMER HLDGS INC 0.1%
Value ($000) $576 Shares 5,546 Est. Cost $67.30 Unrealized +31.7%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $521 Shares 4,475 Est. Cost $56.78 Unrealized +55.9%
PEG PUBLIC SVC ENTERPRISE GROUP IN 0.1%
Value ($000) $511 Shares 12,536 Est. Cost $21.73 Unrealized +18.6%
EXC EXELON CORP 0.1%
Value ($000) $506 Shares 13,873 Est. Cost $15.35 Unrealized +9.9%
GLW CORNING INC 0.1%
Value ($000) $502 Shares 22,853 Est. Cost $10.49 Unrealized +49.4%
STARWOOD HOTELS & RESORTS 0.1%
Value ($000) $488 Shares 6,033 Est. Cost $79.48 Unrealized
NVO NOVO NORDISK AS SPONS ADR 0.1%
Value ($000) $468 Shares 10,135 Est. Cost $67.50 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $465 Shares 5,505 Est. Cost $56.92 Unrealized +25.0%
BP BP PLC SPONS ADR 0.1%
Value ($000) $461 Shares 8,740 Est. Cost $43.03 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $458 Shares 7,866 Est. Cost $18.00 Unrealized +34.3%
HAL HALLIBURTON CO 0.1%
Value ($000) $457 Shares 6,429 Est. Cost $34.02 Unrealized +51.3%
BDX BECTON DICKINSON 0.1%
Value ($000) $450 Shares 3,800 Est. Cost $78.11 Unrealized +21.3%
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $449 Shares 4,995 Est. Cost $73.48 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BON 0.1%
Value ($000) $430 Shares 5,075 Est. Cost $83.55 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $419 Shares 5,102 Est. Cost $80.93 Unrealized
IEF ISHARES BARCLAYS 7-10 YEAR TR 0.1%
Value ($000) $418 Shares 4,034 Est. Cost $102.49 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $416 Shares 3,515 Est. Cost $73.34 Unrealized +13.7%
ROYAL DUTCH SHELL SPONS ADR 0.1%
Value ($000) $412 Shares 5,006 Est. Cost $63.77 Unrealized
DVY ISHARES DJ SELECT DIVIDEND ETF 0.1%
Value ($000) $404 Shares 5,250 Est. Cost $73.33 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $390 Shares 8,284 Est. Cost $35.76 Unrealized -1.0%
BEN FRANKLIN RESOURCES INC 0.1%
Value ($000) $382 Shares 6,602 Est. Cost $30.12 Unrealized +8.7%
KBE KBW BANK ETF 0.1%
Value ($000) $371 Shares 11,113 Est. Cost $28.84 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $370 Shares 24,083 Est. Cost $10.21 Unrealized +19.9%
WGL HLDGS INC 0.1%
Value ($000) $369 Shares 8,570 Est. Cost $43.06 Unrealized
SJM JM SMUCKER CO 0.1%
Value ($000) $361 Shares 3,388 Est. Cost $70.84 Unrealized +0.8%
MEDTRONIC INC 0.1%
Value ($000) $360 Shares 5,649 Est. Cost $52.30 Unrealized
POWERSHARES QQQ TRUST 0.1%
Value ($000) $356 Shares 3,793 Est. Cost $71.46 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $347 Shares 7,860 Est. Cost $31.69 Unrealized +16.6%
SHY ISHARES BARCLAYS 1-3 YEAR TRE 0.1%
Value ($000) $345 Shares 4,079 Est. Cost $84.25 Unrealized
ST JUDE MEDICAL INC 0.1%
Value ($000) $344 Shares 4,961 Est. Cost $46.59 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $338 Shares 3,715 Est. Cost $39.99 Unrealized +42.0%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $337 Shares 6,450 Est. Cost $44.27 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $330 Shares 5,615 Est. Cost $37.12 Unrealized +20.9%
XEL XCEL ENERGY INC 0.0%
Value ($000) $323 Shares 10,012 Est. Cost $19.78 Unrealized +7.9%
NUE NUCOR CORP 0.0%
Value ($000) $321 Shares 6,527 Est. Cost $32.49 Unrealized +18.9%
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $303 Shares 3,600 Est. Cost $56.39 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $298 Shares 2,332 Est. Cost $119.20 Unrealized
VEA VANGUARD MSCI EAFE ETF 0.0%
Value ($000) $294 Shares 6,905 Est. Cost $36.28 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $294 Shares 4,205 Est. Cost $26.18 Unrealized +12.1%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $287 Shares 2,295 Est. Cost $67.20 Unrealized +45.6%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $274 Shares 3,313 Est. Cost $54.15 Unrealized +16.4%
HEWLETT PACKARD CO 0.0%
Value ($000) $273 Shares 8,099 Est. Cost $24.80 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $272 Shares 3,385 Est. Cost $40.44 Unrealized +34.0%
CSX CSX CORP 0.0%
Value ($000) $271 Shares 8,774 Est. Cost $7.67 Unrealized +5.6%
IGSB ISHARES BARCLAYS 1-3 YEAR CRE 0.0%
Value ($000) $269 Shares 2,548 Est. Cost $105.18 Unrealized
TIP ISHARES BARCLAYS TIPS BOND ETF 0.0%
Value ($000) $263 Shares 2,283 Est. Cost $112.27 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $253 Shares 3,406 Est. Cost $41.94 Unrealized +6.1%
MDU MDU RES GROUP INC 0.0%
Value ($000) $245 Shares 6,991 Est. Cost $6.58 Unrealized +39.1%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $242 Shares 2,047 Est. Cost $86.81 Unrealized +30.7%
BLACKROCK INC CL A 0.0%
Value ($000) $241 Shares 754 Est. Cost $256.18 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $237 Shares 4,844 Est. Cost $42.43 Unrealized +1.8%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $236 Shares 2,303 Est. Cost $62.47 Unrealized +5.9%
IJK ISHARES S&P MIDCAP 400/GRWTHE 0.0%
Value ($000) $220 Shares 1,400 Est. Cost $150.00 Unrealized
VYM VANGUARD HIGH DVD YIELD ETF 0.0%
Value ($000) $220 Shares 3,315 Est. Cost $62.28 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $220 Shares 1,455 Est. Cost $118.51 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS SPONS 0.0%
Value ($000) $215 Shares 4,110 Est. Cost $39.30 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $210 Shares 3,704 Est. Cost $46.47 Unrealized 0.0%
PCG PG & E CORP 0.0%
Value ($000) $208 Shares 4,330 Est. Cost $39.84 Unrealized 0.0%
ALLERGAN INC 0.0%
Value ($000) $208 Shares 1,227 Est. Cost $169.52 Unrealized
ALCOA INC 0.0%
Value ($000) $208 Shares 13,931 Est. Cost $7.82 Unrealized
FBIN FORTUNE BRANDS INC 0.0%
Value ($000) $205 Shares 5,144 Est. Cost $28.75 Unrealized +1.4%
FIRST NIAGARA FINANCIAL GRP 0.0%
Value ($000) $129 Shares 14,719 Est. Cost $10.13 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $67 Shares 11,402 Est. Cost $4.05 Unrealized