NBT BANK N A /NY Diversified Active

CIK: 0000898413 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 4, 2015

Total Value ($000): $638,367 (100.0% shares, 0.0% debt)

Holdings (202)

XOM EXXONMOBIL CORP 3.9%
Value ($000) $24,897 Shares 269,298 Est. Cost $53.69 Unrealized +8.0%
JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $18,952 Shares 181,239 Est. Cost $59.66 Unrealized +29.6%
PG PROCTER & GAMBLE CO 2.9%
Value ($000) $18,278 Shares 200,658 Est. Cost $55.00 Unrealized +17.5%
AAPL APPLE INC 2.6%
Value ($000) $16,730 Shares 151,571 Est. Cost $17.76 Unrealized +35.6%
MDY SPDR S&P MIDCAP 400 ETF TRUST 2.4%
Value ($000) $15,368 Shares 58,219 Est. Cost $210.09 Unrealized
CVX CHEVRON CORPORATION 2.2%
Value ($000) $14,041 Shares 125,164 Est. Cost $71.30 Unrealized -1.1%
PEP PEPSICO INC 2.0%
Value ($000) $13,068 Shares 138,201 Est. Cost $56.14 Unrealized +22.2%
GENERAL ELECTRIC CORP 2.0%
Value ($000) $12,731 Shares 503,799 Est. Cost $23.19 Unrealized
IBM INTL. BUSINESS MACHINES CORP 2.0%
Value ($000) $12,723 Shares 79,300 Est. Cost $118.59 Unrealized -15.3%
MSFT MICROSOFT CORP 2.0%
Value ($000) $12,533 Shares 269,816 Est. Cost $26.70 Unrealized +49.3%
JPM JP MORGAN CHASE & CO 1.9%
Value ($000) $12,222 Shares 195,300 Est. Cost $36.36 Unrealized +22.9%
UNITED TECHNOLOGIES CORP 1.9%
Value ($000) $11,821 Shares 102,794 Est. Cost $92.93 Unrealized
IBB ISHARES NASDAQ BIOTECH ETF 1.7%
Value ($000) $11,080 Shares 36,525 Est. Cost $173.89 Unrealized
INTC INTEL CORP 1.7%
Value ($000) $10,745 Shares 296,094 Est. Cost $17.56 Unrealized +51.6%
LOW LOWES COS INC 1.6%
Value ($000) $10,127 Shares 147,186 Est. Cost $32.16 Unrealized +52.5%
MCD MCDONALDS CORP 1.6%
Value ($000) $9,957 Shares 106,265 Est. Cost $71.80 Unrealized -1.7%
WFC WELLS FARGO & CO 1.5%
Value ($000) $9,792 Shares 178,618 Est. Cost $27.84 Unrealized +39.2%
IWM ISHARES RUSSELL 2000 ETF 1.5%
Value ($000) $9,678 Shares 80,907 Est. Cost $97.00 Unrealized
NBTB NBT BANCORP INC 1.4%
Value ($000) $9,001 Shares 342,605 Est. Cost $20.54 Unrealized +20.1%
UNP UNION PAC CORP 1.4%
Value ($000) $8,752 Shares 73,464 Est. Cost $64.48 Unrealized +38.7%
DIS DISNEY WALT CO NEW 1.4%
Value ($000) $8,715 Shares 92,524 Est. Cost $56.13 Unrealized +44.8%
PFE PFIZER INC 1.3%
Value ($000) $8,374 Shares 268,836 Est. Cost $16.46 Unrealized +9.2%
BMY BRISTOL MYERS SQUIBB CO 1.2%
Value ($000) $7,882 Shares 133,530 Est. Cost $28.67 Unrealized +35.7%
EFA ISHARES MSCI EAFE ETF 1.2%
Value ($000) $7,418 Shares 121,939 Est. Cost $57.89 Unrealized
CVS CVS HEALTH CORP 1.1%
Value ($000) $7,260 Shares 75,379 Est. Cost $41.44 Unrealized +55.5%
VZ VERIZON COMMUNICATIONS 1.1%
Value ($000) $7,242 Shares 154,823 Est. Cost $27.05 Unrealized +2.3%
TROW T ROWE PRICE GROUP INC 1.1%
Value ($000) $7,191 Shares 83,751 Est. Cost $47.68 Unrealized +12.7%
DHR DANAHER CORP 1.1%
Value ($000) $7,109 Shares 82,949 Est. Cost $25.01 Unrealized +31.7%
DU PONT E I DE NEMOURS & CO 1.1%
Value ($000) $6,993 Shares 94,578 Est. Cost $52.50 Unrealized
SLB SCHLUMBERGER LTD 1.1%
Value ($000) $6,817 Shares 79,815 Est. Cost $53.41 Unrealized +26.1%
TGT TARGET CORP 1.0%
Value ($000) $6,357 Shares 83,748 Est. Cost $47.95 Unrealized +1.3%
ORCL ORACLE CORPORATION 1.0%
Value ($000) $6,083 Shares 135,267 Est. Cost $27.58 Unrealized +25.1%
SPY SPDR S&P 500 ETF TRUST 0.9%
Value ($000) $6,052 Shares 29,446 Est. Cost $160.40 Unrealized
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $5,925 Shares 213,007 Est. Cost $15.41 Unrealized +18.8%
T AT&T INC 0.9%
Value ($000) $5,895 Shares 175,491 Est. Cost $11.40 Unrealized +3.6%
CL COLGATE PALMOLIVE CO 0.9%
Value ($000) $5,836 Shares 84,353 Est. Cost $44.38 Unrealized +17.6%
QCOM QUALCOMM INC 0.9%
Value ($000) $5,765 Shares 77,557 Est. Cost $45.22 Unrealized +18.0%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.9%
Value ($000) $5,709 Shares 38,022 Est. Cost $110.21 Unrealized +31.0%
ABBV ABBVIE INC 0.9%
Value ($000) $5,640 Shares 86,183 Est. Cost $26.55 Unrealized +51.6%
ABT ABBOTT LABS 0.8%
Value ($000) $5,244 Shares 116,496 Est. Cost $28.85 Unrealized +22.4%
PRU PRUDENTIAL FINL INC 0.8%
Value ($000) $5,211 Shares 57,607 Est. Cost $38.68 Unrealized +37.4%
ADP AUTOMATIC DATA PROCESSING INC 0.8%
Value ($000) $5,110 Shares 61,290 Est. Cost $45.09 Unrealized +40.9%
EEM ISHARES MSCI EMERGING MKT ETF 0.8%
Value ($000) $5,028 Shares 127,956 Est. Cost $38.50 Unrealized
MRK MERCK & CO INC 0.8%
Value ($000) $4,834 Shares 85,127 Est. Cost $30.99 Unrealized +27.0%
SDY SPDR S&P DIVIDEND ETF 0.7%
Value ($000) $4,747 Shares 60,237 Est. Cost $66.39 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $4,736 Shares 112,164 Est. Cost $27.88 Unrealized +7.8%
PM PHILIP MORRIS INTERNATIONAL 0.7%
Value ($000) $4,480 Shares 55,002 Est. Cost $49.85 Unrealized -1.3%
D DOMINION RESOURCES INC 0.7%
Value ($000) $4,442 Shares 57,761 Est. Cost $34.53 Unrealized +30.5%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $4,362 Shares 22,653 Est. Cost $71.65 Unrealized +91.5%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $4,231 Shares 39,803 Est. Cost $14.15 Unrealized +33.5%
COP CONOCOPHILLIPS 0.6%
Value ($000) $4,052 Shares 58,673 Est. Cost $39.96 Unrealized +22.3%
XLU UTILITIES SELECT SECTOR SPDR 0.6%
Value ($000) $4,046 Shares 85,679 Est. Cost $37.62 Unrealized
WMT WAL MART STORES INC 0.6%
Value ($000) $3,987 Shares 46,424 Est. Cost $19.98 Unrealized +9.2%
NVS NOVARTIS AG SPONS ADR 0.6%
Value ($000) $3,967 Shares 42,816 Est. Cost $71.33 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.6%
Value ($000) $3,840 Shares 26,519 Est. Cost $115.75 Unrealized
MMM 3M CO 0.6%
Value ($000) $3,815 Shares 23,218 Est. Cost $61.26 Unrealized +46.4%
CAT CATERPILLAR INC 0.6%
Value ($000) $3,764 Shares 41,123 Est. Cost $61.82 Unrealized +18.6%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $3,711 Shares 39,876 Est. Cost $63.87 Unrealized +19.6%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $3,693 Shares 36,530 Est. Cost $50.75 Unrealized +56.2%
NKE NIKE INC-CLASS B 0.6%
Value ($000) $3,687 Shares 38,340 Est. Cost $26.53 Unrealized +53.6%
COVIDIEN PLC 0.6%
Value ($000) $3,575 Shares 34,948 Est. Cost $62.83 Unrealized
MO ALTRIA GROUP INC 0.5%
Value ($000) $3,321 Shares 67,395 Est. Cost $16.28 Unrealized +46.0%
PFF ISHARES S&P PREF STK ETF 0.5%
Value ($000) $3,128 Shares 79,321 Est. Cost $39.26 Unrealized
GWW GRAINGER W W INC 0.5%
Value ($000) $3,124 Shares 12,259 Est. Cost $201.89 Unrealized +2.0%
MARKET VECTORS AGRIBUSINESS 0.5%
Value ($000) $3,120 Shares 59,395 Est. Cost $51.19 Unrealized
GOOGLE INC CLASS C 0.5%
Value ($000) $3,055 Shares 5,805 Est. Cost $575.31 Unrealized
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $3,027 Shares 15,621 Est. Cost $120.06 Unrealized +25.7%
USB US BANCORP NEW 0.5%
Value ($000) $3,026 Shares 67,330 Est. Cost $22.41 Unrealized +29.9%
GOOGLE INC CL A 0.5%
Value ($000) $3,007 Shares 5,667 Est. Cost $880.32 Unrealized
ALV AUTOLIV INC 0.5%
Value ($000) $2,980 Shares 28,083 Est. Cost $40.38 Unrealized +34.3%
PRAXAIR INC 0.5%
Value ($000) $2,949 Shares 22,756 Est. Cost $115.14 Unrealized
BA BOEING CO 0.5%
Value ($000) $2,938 Shares 22,609 Est. Cost $80.37 Unrealized +37.7%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $2,828 Shares 28,307 Est. Cost $53.36 Unrealized +28.0%
GIS GENERAL MLS INC 0.4%
Value ($000) $2,620 Shares 49,130 Est. Cost $32.21 Unrealized +9.4%
XLK TECHNOLOGY SELECT SECT SPDR 0.4%
Value ($000) $2,612 Shares 63,180 Est. Cost $30.59 Unrealized
MONSANTO CO 0.4%
Value ($000) $2,551 Shares 21,356 Est. Cost $99.04 Unrealized
TD TORONTO DOMINION BANK 0.4%
Value ($000) $2,537 Shares 53,106 Est. Cost $42.93 Unrealized +12.4%
CLX CLOROX COMPANY 0.4%
Value ($000) $2,510 Shares 24,089 Est. Cost $60.55 Unrealized +20.7%
KRE KBW REGIONAL BANKING ETF 0.4%
Value ($000) $2,505 Shares 61,565 Est. Cost $33.88 Unrealized
SO SOUTHERN COMPANY 0.4%
Value ($000) $2,471 Shares 50,319 Est. Cost $26.73 Unrealized +10.3%
XLB MATERIALS SELECT SPDR FUND 0.4%
Value ($000) $2,449 Shares 50,404 Est. Cost $39.72 Unrealized
DIA SPDR DJIA TRUST 0.4%
Value ($000) $2,442 Shares 13,725 Est. Cost $148.55 Unrealized
TJX TJX COS INC 0.4%
Value ($000) $2,407 Shares 35,100 Est. Cost $23.56 Unrealized +16.0%
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $2,372 Shares 21,636 Est. Cost $57.67 Unrealized +48.8%
EXPRESS SCRIPTS HLDG 0.4%
Value ($000) $2,334 Shares 27,566 Est. Cost $67.38 Unrealized
APACHE CORP 0.4%
Value ($000) $2,278 Shares 36,347 Est. Cost $84.28 Unrealized
ECL ECOLAB INC 0.3%
Value ($000) $2,183 Shares 20,886 Est. Cost $73.48 Unrealized +31.6%
FISV FISERV INC 0.3%
Value ($000) $2,117 Shares 29,833 Est. Cost $24.35 Unrealized +40.6%
APD AIR PRODUCTS & CHEMICALS INC 0.3%
Value ($000) $2,112 Shares 14,647 Est. Cost $61.68 Unrealized +56.0%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $2,105 Shares 22,231 Est. Cost $49.85 Unrealized +40.6%
XLY CONSUMER DISCRETIONARY SELT 0.3%
Value ($000) $2,004 Shares 27,786 Est. Cost $56.41 Unrealized
VNQ VANGUARD REIT ETF 0.3%
Value ($000) $1,974 Shares 24,362 Est. Cost $69.22 Unrealized
EMC CORP MASS 0.3%
Value ($000) $1,930 Shares 64,875 Est. Cost $23.62 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.3%
Value ($000) $1,908 Shares 42,286 Est. Cost $15.53 Unrealized +11.4%
XLF FINANCIAL SELECT SECTOR SPDR 0.3%
Value ($000) $1,845 Shares 74,624 Est. Cost $19.45 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.3%
Value ($000) $1,827 Shares 32,285 Est. Cost $42.64 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 0.3%
Value ($000) $1,822 Shares 45,529 Est. Cost $39.27 Unrealized
EMR EMERSON ELEC CO 0.3%
Value ($000) $1,757 Shares 28,465 Est. Cost $40.12 Unrealized +15.7%
AWK AMERICAN WATER WORKS CO INC 0.3%
Value ($000) $1,704 Shares 31,974 Est. Cost $32.22 Unrealized +29.0%
YUM YUM! BRANDS INC 0.2%
Value ($000) $1,558 Shares 21,390 Est. Cost $38.97 Unrealized +8.4%
GLAXO SMITHKLINE SPONS ADR 0.2%
Value ($000) $1,513 Shares 35,412 Est. Cost $49.85 Unrealized
IYZ ISHARES DJ US TELCOM SECTOR ET 0.2%
Value ($000) $1,499 Shares 51,206 Est. Cost $26.28 Unrealized
DOW CHEMICAL COMPANY 0.2%
Value ($000) $1,420 Shares 31,122 Est. Cost $32.46 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.2%
Value ($000) $1,418 Shares 17,912 Est. Cost $78.30 Unrealized
TM TOYOTA MOTOR CORP SPONS ADR 0.2%
Value ($000) $1,415 Shares 11,281 Est. Cost $120.61 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,394 Shares 14,790 Est. Cost $37.28 Unrealized +92.8%
HD HOME DEPOT INC 0.2%
Value ($000) $1,384 Shares 13,184 Est. Cost $57.18 Unrealized +30.8%
SPIB SPDR BARCLAYS I/T CORP BD ETF 0.2%
Value ($000) $1,322 Shares 38,679 Est. Cost $33.61 Unrealized
VCIT VANGUARD INTER TERM CORP BOND 0.2%
Value ($000) $1,309 Shares 15,209 Est. Cost $83.00 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.2%
Value ($000) $1,297 Shares 18,976 Est. Cost $48.87 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $1,290 Shares 35,519 Est. Cost $23.16 Unrealized +22.7%
XLP CONSUMER STAPLES SELECT SECTOR 0.2%
Value ($000) $1,215 Shares 25,057 Est. Cost $39.67 Unrealized
BAX BAXTER INTL INC 0.2%
Value ($000) $1,085 Shares 14,793 Est. Cost $31.39 Unrealized +2.9%
CELGENE CORP 0.2%
Value ($000) $1,072 Shares 9,578 Est. Cost $100.23 Unrealized
DE DEERE & CO 0.2%
Value ($000) $1,063 Shares 12,015 Est. Cost $68.07 Unrealized +3.7%
LLY LILLY ELI & CO 0.2%
Value ($000) $994 Shares 14,399 Est. Cost $42.37 Unrealized +30.3%
UPS UNITED PARCEL SERVICE CL B 0.2%
Value ($000) $980 Shares 8,809 Est. Cost $55.54 Unrealized +27.7%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $940 Shares 8,136 Est. Cost $63.06 Unrealized +20.7%
CMCSA COMCAST CORP-CL A 0.1%
Value ($000) $913 Shares 15,737 Est. Cost $17.23 Unrealized +23.4%
EPD ENTERPRISE PRODS PARTNERS LP 0.1%
Value ($000) $912 Shares 25,258 Est. Cost $52.24 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $899 Shares 23,596 Est. Cost $23.44 Unrealized +35.7%
MOS THE MOSAIC COMPANY 0.1%
Value ($000) $879 Shares 19,247 Est. Cost $46.26 Unrealized -23.4%
ETN EATON CORP PLC 0.1%
Value ($000) $822 Shares 12,105 Est. Cost $46.70 Unrealized +8.5%
TXT TEXTRON INC 0.1%
Value ($000) $819 Shares 19,440 Est. Cost $26.50 Unrealized +48.8%
MET METLIFE INC 0.1%
Value ($000) $819 Shares 15,145 Est. Cost $30.50 Unrealized +7.4%
SU SUNCOR ENERGY INC 0.1%
Value ($000) $814 Shares 25,618 Est. Cost $19.64 Unrealized +13.8%
INGERSOLL-RAND PLC 0.1%
Value ($000) $807 Shares 12,725 Est. Cost $55.53 Unrealized
KRAFT FOODS GROUP INC 0.1%
Value ($000) $761 Shares 12,137 Est. Cost $56.02 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $725 Shares 18,265 Est. Cost $24.65 Unrealized +17.1%
VTWO VANGUARD RUSSELL 2000 0.1%
Value ($000) $710 Shares 7,430 Est. Cost $77.79 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $618 Shares 15,244 Est. Cost $21.78 Unrealized +36.6%
ZBH ZIMMER HLDGS INC 0.1%
Value ($000) $612 Shares 5,396 Est. Cost $67.30 Unrealized +42.9%
AGG ISHARES CORE U.S. AGGREGATE BO 0.1%
Value ($000) $602 Shares 5,470 Est. Cost $107.15 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $591 Shares 4,298 Est. Cost $56.78 Unrealized +88.5%
WR GRACE & CO 0.1%
Value ($000) $572 Shares 6,000 Est. Cost $84.00 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $559 Shares 3,505 Est. Cost $73.34 Unrealized +54.5%
STARWOOD HOTELS & RESORTS 0.1%
Value ($000) $543 Shares 6,693 Est. Cost $79.72 Unrealized
BED BATH & BEYOND INC 0.1%
Value ($000) $532 Shares 6,981 Est. Cost $70.95 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $511 Shares 5,415 Est. Cost $56.92 Unrealized +36.8%
BDX BECTON DICKINSON 0.1%
Value ($000) $503 Shares 3,615 Est. Cost $78.11 Unrealized +38.1%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $486 Shares 27,176 Est. Cost $10.50 Unrealized +29.1%
GLW CORNING INC 0.1%
Value ($000) $479 Shares 20,873 Est. Cost $10.49 Unrealized +44.9%
MTB M & T BANK CORP 0.1%
Value ($000) $478 Shares 3,800 Est. Cost $72.91 Unrealized +23.5%
C CITIGROUP INC 0.1%
Value ($000) $475 Shares 8,768 Est. Cost $35.94 Unrealized +10.0%
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $466 Shares 4,930 Est. Cost $73.48 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP IN 0.1%
Value ($000) $457 Shares 11,036 Est. Cost $21.73 Unrealized +25.3%
EXC EXELON CORP 0.1%
Value ($000) $441 Shares 11,903 Est. Cost $15.35 Unrealized +12.6%
BHP BHP BILLITON LTD SPONS ADR 0.1%
Value ($000) $439 Shares 9,270 Est. Cost $57.67 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BON 0.1%
Value ($000) $430 Shares 5,075 Est. Cost $83.55 Unrealized
NVO NOVO NORDISK AS SPONS ADR 0.1%
Value ($000) $429 Shares 10,135 Est. Cost $67.50 Unrealized
IEF ISHARES BARCLAYS 7-10 YEAR TR 0.1%
Value ($000) $426 Shares 4,016 Est. Cost $102.49 Unrealized
WGL HLDGS INC 0.1%
Value ($000) $420 Shares 7,690 Est. Cost $43.06 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $411 Shares 4,987 Est. Cost $80.93 Unrealized
HEWLETT PACKARD CO 0.1%
Value ($000) $384 Shares 9,568 Est. Cost $27.48 Unrealized
MEDTRONIC INC 0.1%
Value ($000) $384 Shares 5,316 Est. Cost $52.30 Unrealized
BEN FRANKLIN RESOURCES INC 0.1%
Value ($000) $379 Shares 6,834 Est. Cost $30.25 Unrealized +9.9%
ANADARKO PETROLEUM CORPORATION 0.1%
Value ($000) $369 Shares 4,470 Est. Cost $85.89 Unrealized
KBE KBW BANK ETF 0.1%
Value ($000) $368 Shares 10,973 Est. Cost $28.91 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $359 Shares 5,115 Est. Cost $37.12 Unrealized +39.3%
SHY ISHARES BARCLAYS 1-3 YEAR TR E 0.1%
Value ($000) $354 Shares 4,193 Est. Cost $84.27 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $353 Shares 4,279 Est. Cost $56.95 Unrealized +16.8%
WMB WILLIAMS COS INC 0.1%
Value ($000) $350 Shares 7,786 Est. Cost $18.00 Unrealized +50.9%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $343 Shares 7,690 Est. Cost $31.69 Unrealized +17.3%
XEL XCEL ENERGY INC 0.1%
Value ($000) $342 Shares 9,512 Est. Cost $19.78 Unrealized +19.1%
ROYAL DUTCH SHELL SPONS ADR 0.1%
Value ($000) $335 Shares 5,006 Est. Cost $63.77 Unrealized
SJM JM SMUCKER CO 0.1%
Value ($000) $334 Shares 3,313 Est. Cost $70.84 Unrealized +3.0%
POWERSHARES QQQ TRUST 0.1%
Value ($000) $327 Shares 3,168 Est. Cost $71.46 Unrealized
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $325 Shares 4,122 Est. Cost $26.18 Unrealized +21.6%
CSX CSX CORP 0.1%
Value ($000) $321 Shares 8,877 Est. Cost $7.69 Unrealized +27.9%
CDK GLOBAL HOLDINGS LLC 0.1%
Value ($000) $320 Shares 7,865 Est. Cost $40.69 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $318 Shares 6,477 Est. Cost $32.49 Unrealized +22.3%
SIGMA ALDRICH CORP 0.0%
Value ($000) $312 Shares 2,276 Est. Cost $80.45 Unrealized
ST JUDE MEDICAL INC 0.0%
Value ($000) $303 Shares 4,661 Est. Cost $46.59 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.0%
Value ($000) $303 Shares 6,460 Est. Cost $44.27 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $298 Shares 3,600 Est. Cost $56.39 Unrealized
BP BP PLC SPONS ADR 0.0%
Value ($000) $282 Shares 7,414 Est. Cost $43.03 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $274 Shares 5,208 Est. Cost $42.49 Unrealized +4.2%
IGSB ISHARES BARCLAYS 1-3 YEAR CR E 0.0%
Value ($000) $268 Shares 2,548 Est. Cost $105.18 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $260 Shares 3,117 Est. Cost $42.50 Unrealized +19.9%
BLACKROCK INC CL A 0.0%
Value ($000) $254 Shares 710 Est. Cost $256.18 Unrealized
VEA VANGUARD MSCI EAFE ETF 0.0%
Value ($000) $254 Shares 6,700 Est. Cost $36.28 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $254 Shares 3,500 Est. Cost $42.77 Unrealized +16.6%
DOV DOVER CORP 0.0%
Value ($000) $245 Shares 3,415 Est. Cost $39.99 Unrealized +27.1%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $243 Shares 1,937 Est. Cost $86.81 Unrealized +35.4%
GPC GENUINE PARTS CO 0.0%
Value ($000) $234 Shares 2,194 Est. Cost $71.18 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $234 Shares 3,267 Est. Cost $40.56 Unrealized +21.2%
FBIN FORTUNE BRANDS INC 0.0%
Value ($000) $233 Shares 5,144 Est. Cost $28.75 Unrealized +8.8%
VYM VANGUARD HIGH DVD YIELD ETF 0.0%
Value ($000) $227 Shares 3,305 Est. Cost $62.28 Unrealized
IJK ISHARES S&P MIDCAP 400/GRWTH E 0.0%
Value ($000) $224 Shares 1,400 Est. Cost $150.00 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $222 Shares 1,566 Est. Cost $109.42 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $219 Shares 1,975 Est. Cost $67.20 Unrealized +31.0%
ALCOA INC 0.0%
Value ($000) $215 Shares 13,626 Est. Cost $8.39 Unrealized
MCGRAW HILL FINANCIAL INC 0.0%
Value ($000) $214 Shares 2,400 Est. Cost $84.58 Unrealized
PCG PG & E CORP 0.0%
Value ($000) $213 Shares 4,001 Est. Cost $44.42 Unrealized 0.0%
FDX FEDEX CORPORATION 0.0%
Value ($000) $212 Shares 1,223 Est. Cost $118.62 Unrealized +21.3%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $212 Shares 1,867 Est. Cost $119.20 Unrealized
TEVA TEVA PHARMACEUTICAL INDS SPONS 0.0%
Value ($000) $210 Shares 3,650 Est. Cost $39.30 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $209 Shares 5,329 Est. Cost $35.10 Unrealized +11.9%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $205 Shares 1,937 Est. Cost $78.95 Unrealized 0.0%
KMI KINDER MORGAN INC 0.0%
Value ($000) $203 Shares 4,804 Est. Cost $22.45 Unrealized 0.0%
ISHARES GOLD TRUST 0.0%
Value ($000) $192 Shares 16,778 Est. Cost $11.99 Unrealized
FIRST NIAGARA FINANCIAL GRP 0.0%
Value ($000) $146 Shares 17,305 Est. Cost $9.87 Unrealized