NBT BANK N A /NY Diversified Active

CIK: 0000898413 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 7, 2015

Total Value ($000): $626,879 (100.0% shares, 0.0% debt)

Holdings (202)

XOM EXXONMOBIL CORP 3.6%
Value ($000) $22,491 Shares 264,594 Est. Cost $53.69 Unrealized +3.5%
AAPL APPLE INC 2.8%
Value ($000) $17,832 Shares 143,315 Est. Cost $17.76 Unrealized +51.2%
JNJ JOHNSON & JOHNSON 2.8%
Value ($000) $17,828 Shares 177,213 Est. Cost $59.66 Unrealized +25.9%
PG PROCTER & GAMBLE CO 2.6%
Value ($000) $16,233 Shares 198,100 Est. Cost $55.00 Unrealized +15.6%
MDY SPDR S&P MIDCAP 400 ETF TRUST 2.5%
Value ($000) $15,691 Shares 56,596 Est. Cost $210.09 Unrealized
CVX CHEVRON CORPORATION 2.1%
Value ($000) $13,011 Shares 123,937 Est. Cost $71.30 Unrealized -6.2%
PEP PEPSICO INC 2.1%
Value ($000) $12,970 Shares 135,632 Est. Cost $56.14 Unrealized +24.1%
IBB ISHARES NASDAQ BIOTECH ETF 2.0%
Value ($000) $12,413 Shares 36,143 Est. Cost $173.89 Unrealized
GENERAL ELECTRIC CORP 2.0%
Value ($000) $12,258 Shares 494,089 Est. Cost $23.19 Unrealized
IBM INTL. BUSINESS MACHINES CORP 1.9%
Value ($000) $11,830 Shares 73,709 Est. Cost $118.59 Unrealized -18.7%
UNITED TECHNOLOGIES CORP 1.9%
Value ($000) $11,794 Shares 100,630 Est. Cost $92.93 Unrealized
JPM JP MORGAN CHASE & CO 1.9%
Value ($000) $11,667 Shares 192,581 Est. Cost $36.36 Unrealized +21.8%
MSFT MICROSOFT CORP 1.7%
Value ($000) $10,733 Shares 263,997 Est. Cost $26.70 Unrealized +39.5%
IWM ISHARES RUSSELL 2000 ETF 1.7%
Value ($000) $10,599 Shares 85,225 Est. Cost $98.38 Unrealized
LOW LOWES COS INC 1.7%
Value ($000) $10,439 Shares 140,328 Est. Cost $32.16 Unrealized +83.3%
MCD MCDONALDS CORP 1.6%
Value ($000) $10,114 Shares 103,805 Est. Cost $71.80 Unrealized +0.5%
WFC WELLS FARGO & CO 1.6%
Value ($000) $9,783 Shares 179,836 Est. Cost $27.84 Unrealized +43.1%
DIS DISNEY WALT CO NEW 1.5%
Value ($000) $9,396 Shares 89,580 Est. Cost $56.13 Unrealized +63.7%
INTC INTEL CORP 1.4%
Value ($000) $8,991 Shares 287,518 Est. Cost $17.56 Unrealized +48.1%
PFE PFIZER INC 1.4%
Value ($000) $8,989 Shares 258,377 Est. Cost $16.46 Unrealized +22.1%
BMY BRISTOL MYERS SQUIBB CO 1.4%
Value ($000) $8,480 Shares 131,474 Est. Cost $28.67 Unrealized +51.6%
NBTB NBT BANCORP INC 1.3%
Value ($000) $8,188 Shares 326,716 Est. Cost $20.54 Unrealized +18.5%
EFA ISHARES MSCI EAFE ETF 1.3%
Value ($000) $7,864 Shares 122,556 Est. Cost $57.89 Unrealized
UNP UNION PAC CORP 1.3%
Value ($000) $7,847 Shares 72,450 Est. Cost $64.48 Unrealized +42.4%
CVS CVS HEALTH CORP 1.2%
Value ($000) $7,472 Shares 72,395 Est. Cost $41.44 Unrealized +79.3%
VZ VERIZON COMMUNICATIONS 1.2%
Value ($000) $7,397 Shares 152,098 Est. Cost $27.05 Unrealized +2.1%
DHR DANAHER CORP 1.1%
Value ($000) $6,946 Shares 81,817 Est. Cost $25.01 Unrealized +39.4%
TGT TARGET CORP 1.1%
Value ($000) $6,816 Shares 83,042 Est. Cost $47.95 Unrealized +16.8%
DU PONT E I DE NEMOURS & CO 1.1%
Value ($000) $6,731 Shares 94,177 Est. Cost $52.50 Unrealized
SLB SCHLUMBERGER LTD 1.1%
Value ($000) $6,712 Shares 80,445 Est. Cost $53.41 Unrealized +14.8%
TROW T ROWE PRICE GROUP INC 1.1%
Value ($000) $6,675 Shares 82,427 Est. Cost $47.68 Unrealized +14.5%
SPY SPDR S&P 500 ETF TRUST 0.9%
Value ($000) $5,823 Shares 28,209 Est. Cost $160.40 Unrealized
ORCL ORACLE CORPORATION 0.9%
Value ($000) $5,767 Shares 133,657 Est. Cost $27.58 Unrealized +33.6%
CL COLGATE PALMOLIVE CO 0.9%
Value ($000) $5,742 Shares 82,812 Est. Cost $44.38 Unrealized +21.0%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $5,733 Shares 208,288 Est. Cost $15.41 Unrealized +30.5%
T AT&T INC 0.9%
Value ($000) $5,699 Shares 174,561 Est. Cost $11.40 Unrealized +3.5%
QCOM QUALCOMM INC 0.9%
Value ($000) $5,576 Shares 80,415 Est. Cost $45.45 Unrealized +13.7%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.9%
Value ($000) $5,423 Shares 37,576 Est. Cost $110.21 Unrealized +33.5%
ABT ABBOTT LABS 0.9%
Value ($000) $5,364 Shares 115,773 Est. Cost $28.85 Unrealized +29.7%
ADP AUTOMATIC DATA PROCESSING INC 0.8%
Value ($000) $5,223 Shares 60,989 Est. Cost $45.09 Unrealized +50.6%
EEM ISHARES MSCI EMERGING MKT ETF 0.8%
Value ($000) $5,187 Shares 129,241 Est. Cost $38.51 Unrealized
ABBV ABBVIE INC 0.8%
Value ($000) $5,026 Shares 85,853 Est. Cost $26.55 Unrealized +46.3%
MRK MERCK & CO INC 0.8%
Value ($000) $4,897 Shares 85,192 Est. Cost $30.99 Unrealized +30.0%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $4,536 Shares 22,347 Est. Cost $71.65 Unrealized +105.4%
SDY SPDR S&P DIVIDEND ETF 0.7%
Value ($000) $4,498 Shares 57,513 Est. Cost $66.39 Unrealized
PRU PRUDENTIAL FINL INC 0.7%
Value ($000) $4,404 Shares 54,828 Est. Cost $38.68 Unrealized +30.5%
KO COCA COLA CO 0.7%
Value ($000) $4,396 Shares 108,394 Est. Cost $27.88 Unrealized +6.2%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $4,360 Shares 36,860 Est. Cost $50.75 Unrealized +83.6%
NVS NOVARTIS AG SPONS ADR 0.7%
Value ($000) $4,222 Shares 42,819 Est. Cost $71.33 Unrealized
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $4,077 Shares 39,183 Est. Cost $14.15 Unrealized +40.4%
PM PHILIP MORRIS INTERNATIONAL 0.6%
Value ($000) $4,021 Shares 53,379 Est. Cost $49.85 Unrealized -5.6%
D DOMINION RESOURCES INC 0.6%
Value ($000) $3,997 Shares 56,406 Est. Cost $34.53 Unrealized +34.9%
IJH ISHARES CORE S&P MID-CAP ETF 0.6%
Value ($000) $3,988 Shares 26,241 Est. Cost $115.75 Unrealized
MMM 3M CO 0.6%
Value ($000) $3,827 Shares 23,197 Est. Cost $61.26 Unrealized +58.1%
NKE NIKE INC-CLASS B 0.6%
Value ($000) $3,805 Shares 37,924 Est. Cost $26.53 Unrealized +57.1%
XLU UTILITIES SELECT SECTOR SPDR 0.6%
Value ($000) $3,732 Shares 84,002 Est. Cost $37.62 Unrealized
WMT WAL MART STORES INC 0.6%
Value ($000) $3,701 Shares 44,996 Est. Cost $19.98 Unrealized +15.3%
COP CONOCOPHILLIPS 0.6%
Value ($000) $3,656 Shares 58,724 Est. Cost $39.96 Unrealized +14.0%
BA BOEING CO 0.5%
Value ($000) $3,333 Shares 22,209 Est. Cost $80.37 Unrealized +59.0%
MO ALTRIA GROUP INC 0.5%
Value ($000) $3,269 Shares 65,359 Est. Cost $16.28 Unrealized +60.9%
CAT CATERPILLAR INC 0.5%
Value ($000) $3,252 Shares 40,641 Est. Cost $61.82 Unrealized +2.1%
ALV AUTOLIV INC 0.5%
Value ($000) $3,213 Shares 27,283 Est. Cost $40.38 Unrealized +52.7%
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $3,161 Shares 30,305 Est. Cost $54.65 Unrealized +33.6%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $3,152 Shares 40,349 Est. Cost $63.95 Unrealized +11.1%
GOOGLE INC CLASS C 0.5%
Value ($000) $3,112 Shares 5,678 Est. Cost $575.31 Unrealized
PFF ISHARES S&P PREF STK ETF 0.5%
Value ($000) $3,095 Shares 77,165 Est. Cost $39.26 Unrealized
GOOGLE INC CL A 0.5%
Value ($000) $3,079 Shares 5,552 Est. Cost $880.32 Unrealized
MARKET VECTORS AGRIBUSINESS 0.5%
Value ($000) $3,064 Shares 57,177 Est. Cost $51.19 Unrealized
MDT MEDTRONIC PLC 0.5%
Value ($000) $3,054 Shares 39,157 Est. Cost $58.10 Unrealized 0.0%
GWW GRAINGER W W INC 0.5%
Value ($000) $2,891 Shares 12,258 Est. Cost $201.89 Unrealized -0.9%
USB US BANCORP NEW 0.5%
Value ($000) $2,871 Shares 65,759 Est. Cost $22.41 Unrealized +32.9%
TJX TJX COS INC 0.5%
Value ($000) $2,852 Shares 40,709 Est. Cost $24.35 Unrealized +20.3%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $2,840 Shares 15,106 Est. Cost $120.06 Unrealized +24.8%
GIS GENERAL MLS INC 0.4%
Value ($000) $2,782 Shares 49,145 Est. Cost $32.21 Unrealized +13.7%
PRAXAIR INC 0.4%
Value ($000) $2,711 Shares 22,455 Est. Cost $115.14 Unrealized
CLX CLOROX COMPANY 0.4%
Value ($000) $2,649 Shares 23,998 Est. Cost $60.55 Unrealized +32.0%
APACHE CORP 0.4%
Value ($000) $2,567 Shares 42,543 Est. Cost $80.79 Unrealized
XLK TECHNOLOGY SELECT SECT SPDR 0.4%
Value ($000) $2,538 Shares 61,248 Est. Cost $30.59 Unrealized
KRE KBW REGIONAL BANKING ETF 0.4%
Value ($000) $2,461 Shares 60,278 Est. Cost $33.88 Unrealized
XLB MATERIALS SELECT SPDR FUND 0.4%
Value ($000) $2,446 Shares 50,132 Est. Cost $39.72 Unrealized
EXPRESS SCRIPTS HLDG 0.4%
Value ($000) $2,434 Shares 28,045 Est. Cost $67.71 Unrealized
DIA SPDR DJIA TRUST 0.4%
Value ($000) $2,381 Shares 13,407 Est. Cost $148.55 Unrealized
ECL ECOLAB INC 0.4%
Value ($000) $2,361 Shares 20,636 Est. Cost $73.48 Unrealized +32.3%
FISV FISERV INC 0.4%
Value ($000) $2,317 Shares 29,178 Est. Cost $24.35 Unrealized +56.6%
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $2,311 Shares 22,448 Est. Cost $58.63 Unrealized +43.6%
MONSANTO CO 0.4%
Value ($000) $2,248 Shares 19,976 Est. Cost $99.04 Unrealized
TD TORONTO DOMINION BANK 0.4%
Value ($000) $2,231 Shares 52,062 Est. Cost $42.93 Unrealized +0.1%
SO SOUTHERN COMPANY 0.4%
Value ($000) $2,212 Shares 49,958 Est. Cost $26.73 Unrealized +12.0%
APD AIR PRODUCTS & CHEMICALS INC 0.4%
Value ($000) $2,202 Shares 14,557 Est. Cost $61.68 Unrealized +71.5%
MCHP MICROCHIP TECHNOLOGY INC 0.3%
Value ($000) $2,118 Shares 43,311 Est. Cost $15.62 Unrealized +23.8%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $2,109 Shares 21,707 Est. Cost $49.85 Unrealized +49.5%
VNQ VANGUARD REIT ETF 0.3%
Value ($000) $2,097 Shares 24,878 Est. Cost $69.54 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $2,037 Shares 24,053 Est. Cost $84.69 Unrealized
XLY CONSUMER DISCRETIONARY SELT 0.3%
Value ($000) $2,036 Shares 27,015 Est. Cost $56.41 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 0.3%
Value ($000) $1,858 Shares 45,457 Est. Cost $39.27 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.3%
Value ($000) $1,760 Shares 31,560 Est. Cost $42.64 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.3%
Value ($000) $1,741 Shares 72,203 Est. Cost $19.45 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.3%
Value ($000) $1,736 Shares 32,024 Est. Cost $32.22 Unrealized +36.3%
EMC CORP MASS 0.3%
Value ($000) $1,639 Shares 64,118 Est. Cost $23.62 Unrealized
YUM YUM! BRANDS INC 0.3%
Value ($000) $1,612 Shares 20,478 Est. Cost $38.97 Unrealized +14.3%
EMR EMERSON ELEC CO 0.3%
Value ($000) $1,608 Shares 28,404 Est. Cost $40.12 Unrealized +8.2%
IYZ ISHARES DJ US TELCOM SECTOR ET 0.3%
Value ($000) $1,588 Shares 52,531 Est. Cost $26.38 Unrealized
TM TOYOTA MOTOR CORP SPONS ADR 0.3%
Value ($000) $1,571 Shares 11,232 Est. Cost $120.61 Unrealized
GLAXO SMITHKLINE SPONS ADR 0.3%
Value ($000) $1,570 Shares 34,027 Est. Cost $49.85 Unrealized
DOW CHEMICAL COMPANY 0.2%
Value ($000) $1,506 Shares 31,372 Est. Cost $32.46 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,477 Shares 12,999 Est. Cost $57.18 Unrealized +49.2%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,432 Shares 14,590 Est. Cost $37.28 Unrealized +89.2%
XLE ENERGY SELECT SECTOR SPDR 0.2%
Value ($000) $1,374 Shares 17,708 Est. Cost $78.30 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.2%
Value ($000) $1,341 Shares 18,503 Est. Cost $48.87 Unrealized
SPIB SPDR BARCLAYS I/T CORP BD ETF 0.2%
Value ($000) $1,336 Shares 38,679 Est. Cost $33.61 Unrealized
VCIT VANGUARD INTER TERM CORP BOND 0.2%
Value ($000) $1,333 Shares 15,209 Est. Cost $83.00 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $1,254 Shares 34,756 Est. Cost $23.16 Unrealized +22.3%
XLP CONSUMER STAPLES SELECT SECTOR 0.2%
Value ($000) $1,193 Shares 24,471 Est. Cost $39.67 Unrealized
CELGENE CORP 0.2%
Value ($000) $1,094 Shares 9,488 Est. Cost $100.23 Unrealized
KRAFT FOODS GROUP INC 0.2%
Value ($000) $1,030 Shares 11,826 Est. Cost $56.02 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $1,019 Shares 14,036 Est. Cost $42.37 Unrealized +38.4%
BAX BAXTER INTL INC 0.2%
Value ($000) $1,013 Shares 14,793 Est. Cost $31.39 Unrealized +0.8%
DE DEERE & CO 0.1%
Value ($000) $917 Shares 10,465 Est. Cost $68.07 Unrealized +7.3%
CMCSA COMCAST CORP-CL A 0.1%
Value ($000) $897 Shares 15,890 Est. Cost $17.23 Unrealized +30.0%
MOS THE MOSAIC COMPANY 0.1%
Value ($000) $869 Shares 18,863 Est. Cost $46.26 Unrealized -15.1%
UPS UNITED PARCEL SERVICE CL B 0.1%
Value ($000) $865 Shares 8,927 Est. Cost $55.73 Unrealized +24.5%
INGERSOLL-RAND PLC 0.1%
Value ($000) $864 Shares 12,700 Est. Cost $55.53 Unrealized
TXT TEXTRON INC 0.1%
Value ($000) $862 Shares 19,440 Est. Cost $26.50 Unrealized +61.5%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $834 Shares 7,786 Est. Cost $63.06 Unrealized +21.0%
XYL XYLEM INC 0.1%
Value ($000) $797 Shares 22,784 Est. Cost $23.44 Unrealized +31.2%
ETN EATON CORP PLC 0.1%
Value ($000) $792 Shares 11,662 Est. Cost $46.70 Unrealized +12.5%
MET METLIFE INC 0.1%
Value ($000) $748 Shares 14,790 Est. Cost $30.50 Unrealized +2.3%
VTWO VANGUARD RUSSELL 2000 0.1%
Value ($000) $740 Shares 7,430 Est. Cost $77.79 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $689 Shares 18,265 Est. Cost $24.65 Unrealized +19.9%
EPD ENTERPRISE PRODS PARTNERS LP 0.1%
Value ($000) $683 Shares 20,725 Est. Cost $52.24 Unrealized
ZBH ZIMMER HLDGS INC 0.1%
Value ($000) $615 Shares 5,234 Est. Cost $67.30 Unrealized +55.1%
AGG ISHARES CORE U.S. AGGREGATE BO 0.1%
Value ($000) $610 Shares 5,470 Est. Cost $107.15 Unrealized
WR GRACE & CO 0.1%
Value ($000) $593 Shares 6,000 Est. Cost $84.00 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $560 Shares 3,505 Est. Cost $73.34 Unrealized +56.9%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $554 Shares 4,081 Est. Cost $56.78 Unrealized +90.8%
STARWOOD HOTELS & RESORTS 0.1%
Value ($000) $550 Shares 6,593 Est. Cost $79.72 Unrealized
NVO NOVO NORDISK AS SPONS ADR 0.1%
Value ($000) $541 Shares 10,135 Est. Cost $67.50 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $535 Shares 13,308 Est. Cost $21.78 Unrealized +36.6%
SU SUNCOR ENERGY INC 0.1%
Value ($000) $522 Shares 17,874 Est. Cost $19.64 Unrealized +3.1%
BDX BECTON DICKINSON 0.1%
Value ($000) $519 Shares 3,615 Est. Cost $78.11 Unrealized +51.8%
BED BATH & BEYOND INC 0.1%
Value ($000) $518 Shares 6,748 Est. Cost $70.95 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $497 Shares 5,390 Est. Cost $56.92 Unrealized +44.0%
MTB M & T BANK CORP 0.1%
Value ($000) $483 Shares 3,800 Est. Cost $72.91 Unrealized +22.5%
C CITIGROUP INC 0.1%
Value ($000) $480 Shares 9,304 Est. Cost $36.06 Unrealized +5.2%
GLW CORNING INC 0.1%
Value ($000) $471 Shares 20,783 Est. Cost $10.49 Unrealized +70.0%
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $466 Shares 4,890 Est. Cost $73.48 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP IN 0.1%
Value ($000) $462 Shares 11,036 Est. Cost $21.73 Unrealized +31.2%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $447 Shares 5,367 Est. Cost $81.10 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BON 0.1%
Value ($000) $437 Shares 5,075 Est. Cost $83.55 Unrealized
IEF ISHARES BARCLAYS 7-10 YEAR TR 0.1%
Value ($000) $430 Shares 3,965 Est. Cost $102.49 Unrealized
BHP BHP BILLITON LTD SPONS ADR 0.1%
Value ($000) $415 Shares 8,927 Est. Cost $57.67 Unrealized
WGL HLDGS INC 0.1%
Value ($000) $415 Shares 7,360 Est. Cost $43.06 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $402 Shares 7,961 Est. Cost $18.16 Unrealized +37.5%
ANADARKO PETROLEUM CORPORATION 0.1%
Value ($000) $395 Shares 4,770 Est. Cost $85.70 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $378 Shares 24,546 Est. Cost $10.50 Unrealized +21.5%
EXC EXELON CORP 0.1%
Value ($000) $376 Shares 11,203 Est. Cost $15.35 Unrealized +9.7%
SJM JM SMUCKER CO 0.1%
Value ($000) $372 Shares 3,213 Est. Cost $70.84 Unrealized +12.1%
ALL ALLSTATE CORP 0.1%
Value ($000) $357 Shares 5,015 Est. Cost $37.12 Unrealized +50.0%
BEN FRANKLIN RESOURCES INC 0.1%
Value ($000) $352 Shares 6,865 Est. Cost $30.25 Unrealized +6.7%
SHY ISHARES BARCLAYS 1-3 YEAR TR E 0.1%
Value ($000) $349 Shares 4,112 Est. Cost $84.27 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $344 Shares 3,500 Est. Cost $42.77 Unrealized +60.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $344 Shares 5,520 Est. Cost $43.04 Unrealized +21.5%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $333 Shares 4,231 Est. Cost $56.95 Unrealized +13.3%
XEL XCEL ENERGY INC 0.1%
Value ($000) $331 Shares 9,512 Est. Cost $19.78 Unrealized +28.1%
POWERSHARES QQQ TRUST 0.1%
Value ($000) $326 Shares 3,089 Est. Cost $71.46 Unrealized
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $317 Shares 3,713 Est. Cost $26.18 Unrealized +37.7%
SIGMA ALDRICH CORP 0.1%
Value ($000) $315 Shares 2,276 Est. Cost $80.45 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $312 Shares 6,552 Est. Cost $32.53 Unrealized +10.5%
ROYAL DUTCH SHELL SPONS ADR 0.0%
Value ($000) $299 Shares 5,006 Est. Cost $63.77 Unrealized
ST JUDE MEDICAL INC 0.0%
Value ($000) $299 Shares 4,566 Est. Cost $46.59 Unrealized
HEWLETT PACKARD CO 0.0%
Value ($000) $298 Shares 9,568 Est. Cost $27.48 Unrealized
CSX CSX CORP 0.0%
Value ($000) $292 Shares 8,796 Est. Cost $7.69 Unrealized +26.1%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $290 Shares 6,030 Est. Cost $31.69 Unrealized +26.2%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.0%
Value ($000) $285 Shares 5,845 Est. Cost $44.27 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $276 Shares 3,600 Est. Cost $56.39 Unrealized
IGSB ISHARES BARCLAYS 1-3 YEAR CR E 0.0%
Value ($000) $269 Shares 2,548 Est. Cost $105.18 Unrealized
VEA VANGUARD MSCI EAFE ETF 0.0%
Value ($000) $267 Shares 6,700 Est. Cost $36.28 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $266 Shares 3,469 Est. Cost $43.44 Unrealized +19.2%
BP BP PLC SPONS ADR 0.0%
Value ($000) $261 Shares 6,664 Est. Cost $43.03 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $260 Shares 1,937 Est. Cost $86.81 Unrealized +43.7%
BLACKROCK INC CL A 0.0%
Value ($000) $260 Shares 710 Est. Cost $256.18 Unrealized
MCGRAW HILL FINANCIAL INC 0.0%
Value ($000) $248 Shares 2,400 Est. Cost $84.58 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $247 Shares 1,633 Est. Cost $109.90 Unrealized +10.0%
KBE KBW BANK ETF 0.0%
Value ($000) $246 Shares 7,327 Est. Cost $28.91 Unrealized
FBIN FORTUNE BRANDS INC 0.0%
Value ($000) $244 Shares 5,144 Est. Cost $28.75 Unrealized +16.0%
IJK ISHARES S&P MIDCAP 400/GRWTH E 0.0%
Value ($000) $240 Shares 1,400 Est. Cost $150.00 Unrealized
VFC V.F. CORP 0.0%
Value ($000) $237 Shares 3,146 Est. Cost $69.22 Unrealized 0.0%
DOV DOVER CORP 0.0%
Value ($000) $236 Shares 3,415 Est. Cost $39.99 Unrealized +18.7%
VYM VANGUARD HIGH DVD YIELD ETF 0.0%
Value ($000) $233 Shares 3,415 Est. Cost $62.47 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $232 Shares 2,955 Est. Cost $40.56 Unrealized +21.4%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $229 Shares 1,975 Est. Cost $67.20 Unrealized +35.1%
TEVA TEVA PHARMACEUTICAL INDS SPONS 0.0%
Value ($000) $215 Shares 3,462 Est. Cost $39.30 Unrealized
PCG PG & E CORP 0.0%
Value ($000) $212 Shares 4,001 Est. Cost $44.42 Unrealized +12.4%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $211 Shares 1,862 Est. Cost $119.20 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $209 Shares 1,937 Est. Cost $78.95 Unrealized +6.4%
ALLE ALLEGION PLC 0.0%
Value ($000) $208 Shares 3,399 Est. Cost $50.73 Unrealized 0.0%
MCK MCKESSON CORP 0.0%
Value ($000) $207 Shares 914 Est. Cost $204.26 Unrealized 0.0%
FDX FEDEX CORPORATION 0.0%
Value ($000) $202 Shares 1,223 Est. Cost $118.62 Unrealized +24.6%
GPC GENUINE PARTS CO 0.0%
Value ($000) $201 Shares 2,160 Est. Cost $71.18 Unrealized -1.1%
ALCOA INC 0.0%
Value ($000) $173 Shares 13,376 Est. Cost $8.39 Unrealized
FIRST NIAGARA FINANCIAL GRP 0.0%
Value ($000) $167 Shares 18,846 Est. Cost $9.79 Unrealized
ISHARES GOLD TRUST 0.0%
Value ($000) $139 Shares 12,076 Est. Cost $11.99 Unrealized