NBT BANK N A /NY Diversified Active

CIK: 0000898413 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 5, 2016

Total Value ($000): $572,571 (100.0% shares, 0.0% debt)

Holdings (197)

XOM EXXONMOBIL CORP 3.9%
Value ($000) $22,389 Shares 238,834 Est. Cost $53.69 Unrealized +7.8%
JNJ JOHNSON & JOHNSON 3.4%
Value ($000) $19,405 Shares 159,975 Est. Cost $59.66 Unrealized +45.9%
PG PROCTER & GAMBLE CO 2.7%
Value ($000) $15,455 Shares 182,522 Est. Cost $55.00 Unrealized +15.1%
AAPL APPLE INC 2.4%
Value ($000) $13,893 Shares 145,316 Est. Cost $18.03 Unrealized +25.5%
GENERAL ELECTRIC CORP 2.4%
Value ($000) $13,704 Shares 435,319 Est. Cost $23.19 Unrealized
PEP PEPSICO INC 2.2%
Value ($000) $12,688 Shares 119,765 Est. Cost $56.14 Unrealized +37.3%
MSFT MICROSOFT CORP 2.1%
Value ($000) $12,052 Shares 235,533 Est. Cost $26.70 Unrealized +72.2%
CVX CHEVRON CORPORATION 2.1%
Value ($000) $11,910 Shares 113,616 Est. Cost $70.82 Unrealized -5.7%
SDY SPDR S&P DIVIDEND ETF 2.0%
Value ($000) $11,228 Shares 133,789 Est. Cost $69.78 Unrealized
JPM JP MORGAN CHASE & CO 1.9%
Value ($000) $11,125 Shares 179,027 Est. Cost $36.36 Unrealized +32.9%
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.9%
Value ($000) $10,912 Shares 40,082 Est. Cost $210.09 Unrealized
MCD MCDONALDS CORP 1.9%
Value ($000) $10,702 Shares 88,931 Est. Cost $71.80 Unrealized +38.1%
LOW LOWES COS INC 1.8%
Value ($000) $10,312 Shares 130,255 Est. Cost $32.16 Unrealized +101.5%
UNITED TECHNOLOGIES CORP 1.6%
Value ($000) $8,985 Shares 87,613 Est. Cost $92.93 Unrealized
INTC INTEL CORP 1.6%
Value ($000) $8,914 Shares 271,771 Est. Cost $17.56 Unrealized +43.0%
IBM INTL. BUSINESS MACHINES CORP 1.5%
Value ($000) $8,770 Shares 57,777 Est. Cost $116.94 Unrealized -18.6%
BMY BRISTOL MYERS SQUIBB CO 1.5%
Value ($000) $8,603 Shares 116,964 Est. Cost $28.67 Unrealized +76.2%
DIS DISNEY WALT CO NEW 1.4%
Value ($000) $8,247 Shares 84,314 Est. Cost $58.43 Unrealized +57.7%
WFC WELLS FARGO & CO 1.4%
Value ($000) $8,030 Shares 169,663 Est. Cost $27.84 Unrealized +33.7%
PFE PFIZER INC 1.4%
Value ($000) $8,014 Shares 227,601 Est. Cost $16.46 Unrealized +27.9%
IWM ISHARES RUSSELL 2000 ETF 1.4%
Value ($000) $7,925 Shares 68,927 Est. Cost $98.57 Unrealized
VZ VERIZON COMMUNICATIONS 1.4%
Value ($000) $7,888 Shares 141,269 Est. Cost $27.05 Unrealized +16.4%
NBTB NBT BANCORP INC 1.4%
Value ($000) $7,754 Shares 270,839 Est. Cost $21.03 Unrealized +33.7%
IBB ISHARES NASDAQ BIOTECH ETF 1.3%
Value ($000) $7,491 Shares 29,111 Est. Cost $173.89 Unrealized
VOO VANGUARD S&P 500 ETF 1.2%
Value ($000) $6,761 Shares 35,175 Est. Cost $175.72 Unrealized
DHR DANAHER CORP 1.1%
Value ($000) $6,438 Shares 63,743 Est. Cost $25.01 Unrealized +60.3%
T AT&T INC 1.1%
Value ($000) $6,250 Shares 144,625 Est. Cost $11.40 Unrealized +32.6%
CL COLGATE PALMOLIVE CO 1.0%
Value ($000) $5,759 Shares 78,675 Est. Cost $44.38 Unrealized +28.2%
TROW T ROWE PRICE GROUP INC 1.0%
Value ($000) $5,582 Shares 76,493 Est. Cost $47.71 Unrealized +9.8%
UNP UNION PAC CORP 1.0%
Value ($000) $5,527 Shares 63,344 Est. Cost $64.48 Unrealized +5.8%
CVS CVS HEALTH CORP 1.0%
Value ($000) $5,441 Shares 56,835 Est. Cost $41.44 Unrealized +79.8%
SLB SCHLUMBERGER LTD 0.9%
Value ($000) $5,403 Shares 68,319 Est. Cost $53.41 Unrealized +9.0%
TGT TARGET CORP 0.9%
Value ($000) $5,222 Shares 74,784 Est. Cost $48.10 Unrealized +16.7%
DU PONT E I DE NEMOURS & CO 0.9%
Value ($000) $5,178 Shares 79,911 Est. Cost $52.50 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.9%
Value ($000) $5,081 Shares 49,949 Est. Cost $49.85 Unrealized +23.2%
ABBV ABBVIE INC 0.9%
Value ($000) $5,067 Shares 81,841 Est. Cost $26.92 Unrealized +52.2%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $5,026 Shares 175,168 Est. Cost $15.41 Unrealized +35.4%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.9%
Value ($000) $5,003 Shares 34,556 Est. Cost $110.21 Unrealized +29.7%
ADP AUTOMATIC DATA PROCESSING INC 0.9%
Value ($000) $4,915 Shares 53,500 Est. Cost $45.09 Unrealized +59.2%
MRK MERCK & CO INC 0.9%
Value ($000) $4,885 Shares 84,786 Est. Cost $31.11 Unrealized +26.9%
SPY SPDR S&P 500 ETF TRUST 0.8%
Value ($000) $4,739 Shares 22,626 Est. Cost $160.40 Unrealized
EFA ISHARES MSCI EAFE ETF 0.8%
Value ($000) $4,715 Shares 84,465 Est. Cost $57.90 Unrealized
ABT ABBOTT LABS 0.8%
Value ($000) $4,497 Shares 114,401 Est. Cost $29.04 Unrealized +14.8%
KO COCA COLA CO 0.8%
Value ($000) $4,426 Shares 97,640 Est. Cost $27.88 Unrealized +19.5%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $4,410 Shares 31,230 Est. Cost $50.75 Unrealized +125.0%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $4,407 Shares 33,791 Est. Cost $14.28 Unrealized +64.5%
MO ALTRIA GROUP INC 0.7%
Value ($000) $4,273 Shares 61,960 Est. Cost $16.28 Unrealized +104.0%
ORCL ORACLE CORPORATION 0.7%
Value ($000) $4,261 Shares 104,105 Est. Cost $27.58 Unrealized +25.4%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $4,055 Shares 16,340 Est. Cost $71.65 Unrealized +154.5%
HON HONEYWELL INTERNATIONAL INC 0.7%
Value ($000) $3,995 Shares 34,342 Est. Cost $57.81 Unrealized +45.6%
GOOG ALPHABET INC CL C 0.7%
Value ($000) $3,930 Shares 5,679 Est. Cost $35.61 Unrealized +0.1%
QCOM QUALCOMM INC 0.7%
Value ($000) $3,893 Shares 72,673 Est. Cost $44.42 Unrealized -9.3%
IJH ISHARES CORE S&P MID-CAP ETF 0.7%
Value ($000) $3,885 Shares 26,006 Est. Cost $116.15 Unrealized
D DOMINION RESOURCES INC 0.6%
Value ($000) $3,690 Shares 47,353 Est. Cost $34.53 Unrealized +38.3%
GIS GENERAL MLS INC 0.6%
Value ($000) $3,657 Shares 51,273 Est. Cost $32.73 Unrealized +38.9%
NVS NOVARTIS AG SPONS ADR 0.6%
Value ($000) $3,609 Shares 43,743 Est. Cost $71.67 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.6%
Value ($000) $3,573 Shares 68,108 Est. Cost $38.65 Unrealized
PFF ISHARES S&P PREF STK ETF 0.6%
Value ($000) $3,457 Shares 86,669 Est. Cost $39.31 Unrealized
KRE KBW REGIONAL BANKING ETF 0.6%
Value ($000) $3,402 Shares 88,591 Est. Cost $35.16 Unrealized
MMM 3M CO 0.6%
Value ($000) $3,335 Shares 19,039 Est. Cost $61.26 Unrealized +67.2%
GOOGL ALPHABET INC CL A 0.6%
Value ($000) $3,322 Shares 4,722 Est. Cost $36.73 Unrealized -0.8%
NKE NIKE INC-CLASS B 0.5%
Value ($000) $3,118 Shares 56,490 Est. Cost $40.73 Unrealized +23.5%
FISV FISERV INC 0.5%
Value ($000) $3,018 Shares 27,750 Est. Cost $24.69 Unrealized +108.5%
PRU PRUDENTIAL FINL INC 0.5%
Value ($000) $2,977 Shares 41,738 Est. Cost $38.93 Unrealized +25.8%
ALV AUTOLIV INC 0.5%
Value ($000) $2,819 Shares 26,235 Est. Cost $40.38 Unrealized +69.2%
CAT CATERPILLAR INC 0.5%
Value ($000) $2,760 Shares 36,410 Est. Cost $61.21 Unrealized -2.3%
BA BOEING CO 0.5%
Value ($000) $2,658 Shares 20,472 Est. Cost $81.07 Unrealized +46.2%
MDT MEDTRONIC PLC 0.5%
Value ($000) $2,652 Shares 30,560 Est. Cost $58.11 Unrealized +9.3%
TJX TJX COS INC 0.5%
Value ($000) $2,635 Shares 34,124 Est. Cost $25.01 Unrealized +33.3%
SO SOUTHERN COMPANY 0.4%
Value ($000) $2,545 Shares 47,439 Est. Cost $26.73 Unrealized +25.8%
USB US BANCORP NEW 0.4%
Value ($000) $2,534 Shares 62,823 Est. Cost $22.54 Unrealized +29.4%
WMT WAL MART STORES INC 0.4%
Value ($000) $2,515 Shares 34,444 Est. Cost $19.98 Unrealized -2.3%
CLX CLOROX COMPANY 0.4%
Value ($000) $2,409 Shares 17,407 Est. Cost $60.55 Unrealized +63.0%
AWK AMERICAN WATER WORKS CO INC 0.4%
Value ($000) $2,315 Shares 27,384 Est. Cost $32.48 Unrealized +90.4%
VNQ VANGUARD REIT ETF 0.4%
Value ($000) $2,301 Shares 25,951 Est. Cost $70.56 Unrealized
EEM ISHARES MSCI EMERGING MKT ETF 0.4%
Value ($000) $2,293 Shares 66,730 Est. Cost $38.36 Unrealized
ECL ECOLAB INC 0.4%
Value ($000) $2,277 Shares 19,198 Est. Cost $73.90 Unrealized +42.0%
MCHP MICROCHIP TECHNOLOGY INC 0.4%
Value ($000) $2,232 Shares 43,971 Est. Cost $15.64 Unrealized +32.7%
WALGREENS BOOTS ALLIANCE INC 0.4%
Value ($000) $2,212 Shares 26,561 Est. Cost $84.60 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $2,145 Shares 35,310 Est. Cost $63.93 Unrealized -13.6%
PRAXAIR INC 0.4%
Value ($000) $2,106 Shares 18,734 Est. Cost $115.14 Unrealized
XLK TECHNOLOGY SELECT SECT SPDR 0.4%
Value ($000) $2,093 Shares 48,244 Est. Cost $30.59 Unrealized
GWW GRAINGER W W INC 0.4%
Value ($000) $2,072 Shares 9,119 Est. Cost $201.89 Unrealized -2.8%
MOO VANECK VECTORS AGRIBUSINESS ET 0.3%
Value ($000) $1,970 Shares 41,014 Est. Cost $48.03 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,890 Shares 43,358 Est. Cost $39.96 Unrealized -17.9%
APD AIR PRODUCTS & CHEMICALS INC 0.3%
Value ($000) $1,861 Shares 13,105 Est. Cost $61.68 Unrealized +70.1%
XLY CONSUMER DISCRETIONARY SELT 0.3%
Value ($000) $1,852 Shares 23,726 Est. Cost $56.41 Unrealized
MONSANTO CO 0.3%
Value ($000) $1,828 Shares 17,672 Est. Cost $99.04 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1,775 Shares 13,901 Est. Cost $59.79 Unrealized +75.6%
APACHE CORP 0.3%
Value ($000) $1,770 Shares 31,804 Est. Cost $71.98 Unrealized
EMC CORP MASS 0.3%
Value ($000) $1,588 Shares 58,436 Est. Cost $23.97 Unrealized
XLB MATERIALS SELECT SPDR FUND 0.3%
Value ($000) $1,561 Shares 33,685 Est. Cost $39.72 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.3%
Value ($000) $1,558 Shares 34,227 Est. Cost $23.40 Unrealized +48.8%
DIA SPDR DJIA TRUST 0.3%
Value ($000) $1,546 Shares 8,635 Est. Cost $148.55 Unrealized
DOW CHEMICAL COMPANY 0.3%
Value ($000) $1,491 Shares 29,992 Est. Cost $32.46 Unrealized
EXPRESS SCRIPTS HLDG 0.3%
Value ($000) $1,457 Shares 19,228 Est. Cost $68.28 Unrealized
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,420 Shares 16,682 Est. Cost $58.72 Unrealized +18.7%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,404 Shares 9,453 Est. Cost $120.06 Unrealized +6.5%
VWO VANGUARD FTSE EMERGING MARKETS 0.2%
Value ($000) $1,372 Shares 38,957 Est. Cost $39.31 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.2%
Value ($000) $1,366 Shares 24,387 Est. Cost $42.64 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.2%
Value ($000) $1,278 Shares 55,930 Est. Cost $19.45 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $1,276 Shares 24,461 Est. Cost $39.97 Unrealized +3.9%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,240 Shares 14,864 Est. Cost $40.10 Unrealized +56.5%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $1,225 Shares 11,766 Est. Cost $49.85 Unrealized +67.1%
VCIT VANGUARD INTER TERM CORP BOND 0.2%
Value ($000) $1,220 Shares 13,641 Est. Cost $83.00 Unrealized
SPIB SPDR BARCLAYS I/T CORP BD ETF 0.2%
Value ($000) $1,209 Shares 34,656 Est. Cost $33.61 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.2%
Value ($000) $1,193 Shares 16,627 Est. Cost $48.87 Unrealized
TD TORONTO DOMINION BANK 0.2%
Value ($000) $1,170 Shares 27,256 Est. Cost $42.93 Unrealized +1.4%
IYZ ISHARES DJ US TELCOM SECTOR ET 0.2%
Value ($000) $1,157 Shares 34,737 Est. Cost $26.38 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR 0.2%
Value ($000) $1,126 Shares 20,420 Est. Cost $39.67 Unrealized
GLAXO SMITHKLINE SPONS ADR 0.2%
Value ($000) $1,100 Shares 25,372 Est. Cost $49.50 Unrealized
YUM YUM! BRANDS INC 0.2%
Value ($000) $1,097 Shares 13,224 Est. Cost $40.41 Unrealized +22.4%
CELGENE CORP 0.2%
Value ($000) $1,086 Shares 11,008 Est. Cost $100.11 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.2%
Value ($000) $1,020 Shares 14,952 Est. Cost $77.26 Unrealized
KHC KRAFT HEINZ CO 0.2%
Value ($000) $1,019 Shares 11,517 Est. Cost $47.83 Unrealized +12.0%
CMCSA COMCAST CORP-CL A 0.2%
Value ($000) $970 Shares 14,883 Est. Cost $17.65 Unrealized +40.1%
LLY LILLY ELI & CO 0.2%
Value ($000) $946 Shares 12,014 Est. Cost $42.37 Unrealized +51.3%
SYY SYSCO CORP 0.2%
Value ($000) $901 Shares 17,765 Est. Cost $24.65 Unrealized +52.9%
UPS UNITED PARCEL SERVICE CL B 0.2%
Value ($000) $898 Shares 8,335 Est. Cost $56.20 Unrealized +30.0%
NUE NUCOR CORP 0.2%
Value ($000) $860 Shares 17,401 Est. Cost $33.00 Unrealized +18.7%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $855 Shares 6,220 Est. Cost $63.06 Unrealized +49.0%
GLW CORNING INC 0.1%
Value ($000) $832 Shares 40,613 Est. Cost $13.09 Unrealized +18.6%
DE DEERE & CO 0.1%
Value ($000) $810 Shares 9,990 Est. Cost $68.07 Unrealized +2.8%
ACTIVISION BLIZZARD, INC 0.1%
Value ($000) $768 Shares 19,382 Est. Cost $31.07 Unrealized
TXT TEXTRON INC 0.1%
Value ($000) $711 Shares 19,440 Est. Cost $26.50 Unrealized +41.7%
INGERSOLL-RAND PLC 0.1%
Value ($000) $707 Shares 11,100 Est. Cost $55.53 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $703 Shares 4,620 Est. Cost $83.73 Unrealized +39.4%
BAX BAXTER INTL INC 0.1%
Value ($000) $675 Shares 14,933 Est. Cost $31.43 Unrealized +19.3%
SYK STRYKER CORPORATION 0.1%
Value ($000) $667 Shares 5,562 Est. Cost $60.00 Unrealized +67.2%
ETN EATON CORP PLC 0.1%
Value ($000) $665 Shares 11,140 Est. Cost $46.75 Unrealized +6.5%
EPD ENTERPRISE PRODS PARTNERS LP 0.1%
Value ($000) $607 Shares 20,725 Est. Cost $52.24 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $596 Shares 4,951 Est. Cost $67.30 Unrealized +55.4%
BBY BEST BUY COMPANY INC 0.1%
Value ($000) $594 Shares 19,395 Est. Cost $21.26 Unrealized +5.3%
BDX BECTON DICKINSON 0.1%
Value ($000) $588 Shares 3,465 Est. Cost $78.11 Unrealized +77.1%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $579 Shares 6,747 Est. Cost $46.60 Unrealized +15.5%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $550 Shares 3,948 Est. Cost $58.46 Unrealized +93.4%
MET METLIFE INC 0.1%
Value ($000) $550 Shares 13,809 Est. Cost $30.33 Unrealized -7.2%
AGG ISHARES CORE U.S. AGGREGATE BO 0.1%
Value ($000) $525 Shares 4,666 Est. Cost $109.63 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $520 Shares 13,381 Est. Cost $21.78 Unrealized +42.4%
NVO NOVO NORDISK AS SPONS ADR 0.1%
Value ($000) $509 Shares 9,470 Est. Cost $67.50 Unrealized
NXPI NXP SEMICONDUCTORS 0.1%
Value ($000) $502 Shares 6,404 Est. Cost $76.21 Unrealized 0.0%
SPECTRA ENERGY CORP 0.1%
Value ($000) $502 Shares 13,707 Est. Cost $30.84 Unrealized
MOS THE MOSAIC COMPANY 0.1%
Value ($000) $493 Shares 18,817 Est. Cost $35.37 Unrealized -37.3%
MTB M & T BANK CORP 0.1%
Value ($000) $449 Shares 3,800 Est. Cost $72.91 Unrealized +20.9%
WR GRACE & CO 0.1%
Value ($000) $439 Shares 6,000 Est. Cost $84.00 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $436 Shares 9,762 Est. Cost $23.44 Unrealized +64.9%
C CITIGROUP INC 0.1%
Value ($000) $432 Shares 10,200 Est. Cost $35.83 Unrealized -7.6%
IEF ISHARES BARCLAYS 7-10 YEAR TR 0.1%
Value ($000) $431 Shares 3,819 Est. Cost $102.49 Unrealized
SJM JM SMUCKER CO 0.1%
Value ($000) $430 Shares 2,820 Est. Cost $70.84 Unrealized +39.9%
TM TOYOTA MOTOR CORP SPONS ADR 0.1%
Value ($000) $429 Shares 4,286 Est. Cost $120.61 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $419 Shares 31,618 Est. Cost $10.61 Unrealized +6.9%
WGL HLDGS INC 0.1%
Value ($000) $404 Shares 5,710 Est. Cost $43.06 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BON 0.1%
Value ($000) $403 Shares 4,575 Est. Cost $83.55 Unrealized
STT STATE STREET CORP 0.1%
Value ($000) $393 Shares 7,280 Est. Cost $47.80 Unrealized -5.6%
META FACEBOOK INC-A 0.1%
Value ($000) $388 Shares 3,397 Est. Cost $95.25 Unrealized +20.1%
STARWOOD HOTELS & RESORTS 0.1%
Value ($000) $386 Shares 5,220 Est. Cost $79.72 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $378 Shares 5,407 Est. Cost $39.25 Unrealized +37.8%
VFC V.F. CORP 0.1%
Value ($000) $366 Shares 5,961 Est. Cost $64.22 Unrealized -7.9%
ST JUDE MEDICAL INC 0.1%
Value ($000) $357 Shares 4,567 Est. Cost $47.46 Unrealized
SHY ISHARES BARCLAYS 1-3 YEAR TR E 0.1%
Value ($000) $340 Shares 3,979 Est. Cost $84.56 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $323 Shares 5,651 Est. Cost $43.23 Unrealized +23.9%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $323 Shares 3,142 Est. Cost $26.18 Unrealized +62.6%
PEG PUBLIC SERVICE ENTERPRISE GROU 0.1%
Value ($000) $317 Shares 6,807 Est. Cost $21.73 Unrealized +49.6%
XEL XCEL ENERGY INC 0.1%
Value ($000) $314 Shares 7,012 Est. Cost $19.78 Unrealized +55.2%
EXC EXELON CORP 0.1%
Value ($000) $312 Shares 8,592 Est. Cost $15.49 Unrealized +14.0%
ANADARKO PETROLEUM CORPORATION 0.1%
Value ($000) $305 Shares 5,725 Est. Cost $76.54 Unrealized
FBIN FORTUNE BRANDS INC 0.1%
Value ($000) $298 Shares 5,144 Est. Cost $28.75 Unrealized +47.5%
AMZN AMAZON.COM INC 0.1%
Value ($000) $288 Shares 403 Est. Cost $20.90 Unrealized +61.8%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $286 Shares 1,822 Est. Cost $111.17 Unrealized +15.2%
ROYAL DUTCH SHELL SPONS ADR 0.0%
Value ($000) $277 Shares 5,006 Est. Cost $62.43 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $274 Shares 3,600 Est. Cost $56.39 Unrealized
IGSB ISHARES BARCLAYS 1-3 YEAR CR E 0.0%
Value ($000) $270 Shares 2,548 Est. Cost $105.18 Unrealized
WHOLE FOODS MKT INC 0.0%
Value ($000) $266 Shares 8,314 Est. Cost $31.07 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $265 Shares 2,760 Est. Cost $73.48 Unrealized
KBE KBW BANK ETF 0.0%
Value ($000) $262 Shares 8,594 Est. Cost $29.26 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $261 Shares 3,098 Est. Cost $81.10 Unrealized
PCG PG & E CORP 0.0%
Value ($000) $256 Shares 4,001 Est. Cost $47.04 Unrealized +20.2%
BLACKROCK INC CL A 0.0%
Value ($000) $243 Shares 710 Est. Cost $256.18 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $241 Shares 2,100 Est. Cost $84.65 Unrealized +12.8%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $241 Shares 1,144 Est. Cost $204.55 Unrealized
SHIRE PLC SPONS ADR 0.0%
Value ($000) $238 Shares 1,297 Est. Cost $183.50 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $238 Shares 1,566 Est. Cost $122.34 Unrealized +13.8%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $237 Shares 3,726 Est. Cost $56.95 Unrealized +3.0%
IJK ISHARES S&P MIDCAP 400/GRWTH E 0.0%
Value ($000) $236 Shares 1,400 Est. Cost $150.00 Unrealized
BP BP PLC SPONS ADR 0.0%
Value ($000) $233 Shares 6,550 Est. Cost $35.57 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $232 Shares 4,720 Est. Cost $31.69 Unrealized +35.5%
ALLE ALLEGION PLC 0.0%
Value ($000) $227 Shares 3,266 Est. Cost $57.16 Unrealized +4.0%
SU SUNCOR ENERGY INC 0.0%
Value ($000) $222 Shares 8,010 Est. Cost $19.64 Unrealized -1.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $222 Shares 1,500 Est. Cost $86.81 Unrealized +65.4%
BED BATH & BEYOND INC 0.0%
Value ($000) $222 Shares 5,138 Est. Cost $68.76 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $215 Shares 2,000 Est. Cost $96.34 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $211 Shares 1,772 Est. Cost $88.89 Unrealized +2.9%
AMT AMERICAN TOWER CORP REIT 0.0%
Value ($000) $211 Shares 1,855 Est. Cost $83.75 Unrealized 0.0%
ACN ACCENTURE PLC CL A 0.0%
Value ($000) $211 Shares 1,865 Est. Cost $87.70 Unrealized +13.9%
CSX CSX CORP 0.0%
Value ($000) $206 Shares 7,915 Est. Cost $7.69 Unrealized -1.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $206 Shares 3,616 Est. Cost $45.32 Unrealized +2.5%
FIRST NIAGARA FINANCIAL GRP 0.0%
Value ($000) $143 Shares 14,667 Est. Cost $9.79 Unrealized