Liberty Capital Management, Inc. Diversified Active

CIK: 0001366838 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Jan 20, 2017

Total Value ($000): $154,308 (100.0% shares, 0.0% debt)

Holdings (249)

V VISA INC COM CL A 2.9%
Value ($000) $4,407 Shares 54,048 Est. Cost $74.99 Unrealized +0.6%
STZ CONSTELLATION BRANDS INC CL A 2.7%
Value ($000) $4,112 Shares 27,312 Est. Cost $143.07 Unrealized -3.4%
INTU INTUIT COM 2.6%
Value ($000) $4,077 Shares 35,217 Est. Cost $55.17 Unrealized +89.8%
FISV FISERV INC COM 2.6%
Value ($000) $4,026 Shares 36,606 Est. Cost $25.61 Unrealized +100.6%
AAPL APPLE INC COM 2.6%
Value ($000) $3,982 Shares 33,233 Est. Cost $24.23 Unrealized +7.7%
DHR DANAHER CORP DEL COM 2.4%
Value ($000) $3,738 Shares 46,069 Est. Cost $30.27 Unrealized +119.3%
ITW ILLINOIS TOOL WKS INC COM 2.4%
Value ($000) $3,705 Shares 29,960 Est. Cost $52.20 Unrealized +86.1%
HD HOME DEPOT INC COM 2.3%
Value ($000) $3,550 Shares 26,095 Est. Cost $67.47 Unrealized +53.3%
COST COSTCO WHSL CORP NEW COM 2.2%
Value ($000) $3,401 Shares 20,702 Est. Cost $136.95 Unrealized -5.2%
HCSG HEALTHCARE SVCS GRP INC COM 2.2%
Value ($000) $3,357 Shares 84,266 Est. Cost $26.43 Unrealized +44.6%
CHD CHURCH & DWIGHT INC COM 2.1%
Value ($000) $3,219 Shares 72,002 Est. Cost $35.09 Unrealized +15.4%
GOOGL ALPHABET INC CAP STK CL A 2.1%
Value ($000) $3,165 Shares 3,822 Est. Cost $38.82 Unrealized +2.2%
DIS DISNEY WALT CO COM DISNEY 1.9%
Value ($000) $3,003 Shares 27,817 Est. Cost $92.77 Unrealized -2.2%
CVS CVS HEALTH CORP COM 1.9%
Value ($000) $2,985 Shares 35,781 Est. Cost $41.44 Unrealized +47.3%
CELGENE CORP COM 1.9%
Value ($000) $2,955 Shares 25,647 Est. Cost $104.66 Unrealized
USB US BANCORP DEL COM NEW 1.9%
Value ($000) $2,922 Shares 57,824 Est. Cost $23.64 Unrealized +42.8%
ECL ECOLAB INC COM 1.9%
Value ($000) $2,902 Shares 24,387 Est. Cost $75.60 Unrealized +40.2%
TMO THERMO FISHER SCIENTIFIC INC COM 1.8%
Value ($000) $2,837 Shares 19,621 Est. Cost $122.71 Unrealized +17.1%
AFL AFLAC INC COM 1.8%
Value ($000) $2,770 Shares 39,575 Est. Cost $21.92 Unrealized +29.8%
TSCO TRACTOR SUPPLY CO COM 1.8%
Value ($000) $2,759 Shares 36,112 Est. Cost $10.43 Unrealized +18.2%
CBRL CRACKER BARREL OLD CTRY STORE COM 1.7%
Value ($000) $2,659 Shares 16,745 Est. Cost $103.13 Unrealized -0.5%
IT GARTNER INC COM 1.6%
Value ($000) $2,480 Shares 24,860 Est. Cost $84.51 Unrealized +14.3%
NEOG NEOGEN CORP COM 1.6%
Value ($000) $2,452 Shares 37,371 Est. Cost $17.91 Unrealized +24.0%
CB CHUBB LIMITED COM 1.6%
Value ($000) $2,431 Shares 18,439 Est. Cost $107.34 Unrealized +1.0%
AMZN AMAZON COM INC COM 1.5%
Value ($000) $2,387 Shares 2,965 Est. Cost $14.16 Unrealized +176.6%
UNITED TECHNOLOGIES CORP COM 1.5%
Value ($000) $2,255 Shares 20,439 Est. Cost $93.52 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 1.3%
Value ($000) $1,989 Shares 34,670 Est. Cost $38.21 Unrealized +24.2%
UNH UNITEDHEALTH GROUP INC COM 1.3%
Value ($000) $1,971 Shares 12,487 Est. Cost $121.78 Unrealized +6.1%
AMT AMERICAN TOWER CORP NEW COM 1.3%
Value ($000) $1,957 Shares 18,540 Est. Cost $90.15 Unrealized -4.2%
GOOG ALPHABET INC CAP STK CL C 1.3%
Value ($000) $1,949 Shares 2,422 Est. Cost $37.69 Unrealized +2.6%
NKE NIKE INC CL B 1.3%
Value ($000) $1,945 Shares 36,565 Est. Cost $55.22 Unrealized -17.5%
ULTA ULTA SALON COSMETCS & FRAG INC COM 1.3%
Value ($000) $1,939 Shares 7,311 Est. Cost $252.47 Unrealized -1.1%
FAST FASTENAL CO COM 1.2%
Value ($000) $1,843 Shares 36,085 Est. Cost $8.73 Unrealized -0.9%
PKG PACKAGING CORP AMER COM 1.2%
Value ($000) $1,807 Shares 20,855 Est. Cost $51.38 Unrealized +24.7%
VZ VERIZON COMMUNICATIONS INC COM 1.1%
Value ($000) $1,771 Shares 33,887 Est. Cost $32.90 Unrealized -5.8%
TROW PRICE T ROWE GROUP INC COM 1.1%
Value ($000) $1,762 Shares 24,045 Est. Cost $49.41 Unrealized +2.5%
ABBV ABBVIE INC COM 1.1%
Value ($000) $1,740 Shares 28,231 Est. Cost $43.92 Unrealized -4.9%
PEP PEPSICO INC COM 1.1%
Value ($000) $1,676 Shares 16,318 Est. Cost $57.87 Unrealized +37.1%
SLB SCHLUMBERGER LTD COM 1.1%
Value ($000) $1,644 Shares 18,826 Est. Cost $53.45 Unrealized +17.9%
CVX CHEVRON CORP NEW COM 1.1%
Value ($000) $1,623 Shares 13,996 Est. Cost $71.32 Unrealized +3.5%
MSFT MICROSOFT CORP COM 1.0%
Value ($000) $1,572 Shares 25,145 Est. Cost $30.83 Unrealized +75.0%
MCK MCKESSON CORP COM 1.0%
Value ($000) $1,509 Shares 10,090 Est. Cost $171.66 Unrealized -20.3%
MCD MCDONALDS CORP COM 0.9%
Value ($000) $1,440 Shares 11,732 Est. Cost $71.70 Unrealized +31.5%
IBM INTERNATIONAL BUSINESS MACHS COM 0.8%
Value ($000) $1,292 Shares 7,752 Est. Cost $117.12 Unrealized -12.0%
TEX TEREX CORP NEW COM 0.8%
Value ($000) $1,272 Shares 40,051 Est. Cost $30.88 Unrealized -10.2%
BAX BAXTER INTL INC COM 0.8%
Value ($000) $1,269 Shares 27,161 Est. Cost $32.15 Unrealized +23.6%
DAL DELTA AIR LINES INC DEL COM NEW 0.7%
Value ($000) $1,135 Shares 22,585 Est. Cost $40.91 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.7%
Value ($000) $1,111 Shares 14,045 Est. Cost $63.42 Unrealized 0.0%
FTV FORTIVE CORP COM 0.7%
Value ($000) $1,106 Shares 20,424 Est. Cost $30.89 Unrealized +3.1%
CTAS CINTAS CORP COM 0.7%
Value ($000) $1,071 Shares 9,393 Est. Cost $25.60 Unrealized 0.0%
ABT ABBOTT LABS COM 0.6%
Value ($000) $974 Shares 23,924 Est. Cost $29.03 Unrealized +15.9%
WELL WELLTOWER INC COM 0.6%
Value ($000) $940 Shares 14,010 Est. Cost $54.00 Unrealized -12.4%
GENERAL ELECTRIC CO COM 0.6%
Value ($000) $922 Shares 29,537 Est. Cost $26.00 Unrealized
INTC INTEL CORP COM 0.6%
Value ($000) $919 Shares 25,007 Est. Cost $20.79 Unrealized +40.2%
EXPRESS SCRIPTS HLDG CO COM 0.6%
Value ($000) $913 Shares 12,569 Est. Cost $69.91 Unrealized
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $823 Shares 7,176 Est. Cost $64.44 Unrealized +39.2%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $815 Shares 9,591 Est. Cost $55.98 Unrealized +19.3%
CMA COMERICA INC COM 0.5%
Value ($000) $810 Shares 12,084 Est. Cost $25.63 Unrealized +57.5%
WFC WELLS FARGO & CO NEW COM 0.5%
Value ($000) $791 Shares 14,570 Est. Cost $31.58 Unrealized +23.6%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.5%
Value ($000) $789 Shares 18,116 Est. Cost $42.91 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value ($000) $668 Shares 6,495 Est. Cost $55.88 Unrealized +37.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value ($000) $667 Shares 6,191 Est. Cost $80.09 Unrealized
LOW LOWES COS INC COM 0.4%
Value ($000) $657 Shares 9,203 Est. Cost $32.43 Unrealized +84.4%
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $638 Shares 7,595 Est. Cost $50.85 Unrealized +17.8%
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $594 Shares 5,470 Est. Cost $90.84 Unrealized +8.2%
WALGREENS BOOTS ALLIANCE INC COM 0.4%
Value ($000) $585 Shares 6,950 Est. Cost $80.25 Unrealized
XRAY DENTSPLY SIRONA INC COM 0.4%
Value ($000) $581 Shares 10,275 Est. Cost $61.44 Unrealized -3.9%
SYK STRYKER CORP COM 0.3%
Value ($000) $520 Shares 4,250 Est. Cost $56.92 Unrealized +82.6%
SYY SYSCO CORP COM 0.3%
Value ($000) $515 Shares 9,330 Est. Cost $35.38 Unrealized +15.8%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.3%
Value ($000) $510 Shares 5,095 Est. Cost $96.48 Unrealized
EMR EMERSON ELEC CO COM 0.3%
Value ($000) $503 Shares 8,795 Est. Cost $40.92 Unrealized +4.7%
MMS MAXIMUS INC COM 0.3%
Value ($000) $502 Shares 8,774 Est. Cost $54.97 Unrealized -1.2%
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $471 Shares 6,811 Est. Cost $34.76 Unrealized -2.2%
MMM 3M CO COM 0.3%
Value ($000) $458 Shares 2,565 Est. Cost $109.19 Unrealized -2.7%
CIMAREX ENERGY CO COM 0.3%
Value ($000) $450 Shares 3,250 Est. Cost $77.96 Unrealized
QCOM QUALCOMM INC COM 0.3%
Value ($000) $441 Shares 6,772 Est. Cost $46.51 Unrealized +12.3%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.3%
Value ($000) $420 Shares 7,335 Est. Cost $49.27 Unrealized 0.0%
ILCB ISHARES MORNINGSTAR LARGE-CAP ETF 0.3%
Value ($000) $414 Shares 3,065 Est. Cost $122.77 Unrealized
IMCB ISHARES MORNINGSTAR MID-CAP ETF 0.3%
Value ($000) $409 Shares 2,550 Est. Cost $149.27 Unrealized
NTRS NORTHERN TR CORP COM 0.3%
Value ($000) $405 Shares 4,811 Est. Cost $52.45 Unrealized +17.6%
MRK MERCK & CO INC COM 0.3%
Value ($000) $395 Shares 6,460 Est. Cost $43.73 Unrealized +0.8%
CERNER CORP COM 0.3%
Value ($000) $395 Shares 7,554 Est. Cost $70.49 Unrealized
CSCO CISCO SYS INC COM 0.2%
Value ($000) $379 Shares 12,627 Est. Cost $23.06 Unrealized -0.1%
T AT&T INC COM 0.2%
Value ($000) $377 Shares 9,249 Est. Cost $16.29 Unrealized -5.1%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.2%
Value ($000) $374 Shares 6,047 Est. Cost $60.78 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $372 Shares 11,629 Est. Cost $17.67 Unrealized +16.0%
PRICELINE GRP INC COM NEW 0.2%
Value ($000) $364 Shares 236 Est. Cost $981.13 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $354 Shares 3,080 Est. Cost $55.43 Unrealized +44.8%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.2%
Value ($000) $332 Shares 5,763 Est. Cost $56.78 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.2%
Value ($000) $307 Shares 2,057 Est. Cost $98.90 Unrealized
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $303 Shares 3,825 Est. Cost $60.21 Unrealized +20.2%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $294 Shares 3,409 Est. Cost $58.54 Unrealized -0.6%
GUGGENHEIM S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.2%
Value ($000) $285 Shares 2,545 Est. Cost $104.91 Unrealized
PPG PPG INDS INC COM 0.2%
Value ($000) $278 Shares 2,870 Est. Cost $89.08 Unrealized -9.5%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $276 Shares 4,730 Est. Cost $46.45 Unrealized -1.9%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $269 Shares 1,060 Est. Cost $165.21 Unrealized +18.6%
AEP AMERICAN ELEC PWR INC COM 0.2%
Value ($000) $268 Shares 4,225 Est. Cost $44.89 Unrealized -0.4%
BLACKROCK UTIL & INFRASTRCTURE COM 0.2%
Value ($000) $249 Shares 13,230 Est. Cost $19.34 Unrealized
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $238 Shares 3,305 Est. Cost $68.40 Unrealized -22.2%
GUGGENHEIM S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.2%
Value ($000) $234 Shares 1,553 Est. Cost $128.78 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $228 Shares 1,006 Est. Cost $215.04 Unrealized
F FORD MTR CO DEL COM PAR $0.01 0.1%
Value ($000) $221 Shares 17,831 Est. Cost $7.57 Unrealized -1.2%
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.1%
Value ($000) $221 Shares 2,042 Est. Cost $110.68 Unrealized
GUGGENHEIM S&P 500 EQUAL WEIGHT FINANCIALS ETF 0.1%
Value ($000) $208 Shares 5,640 Est. Cost $31.21 Unrealized
NUVEEN HGH INC DEC18 TRGT TR COM 0.1%
Value ($000) $204 Shares 20,000 Est. Cost $10.30 Unrealized
WMT WAL-MART STORES INC COM 0.1%
Value ($000) $204 Shares 3,000 Est. Cost $19.94 Unrealized -0.1%
BEN FRANKLIN RES INC COM 0.1%
Value ($000) $202 Shares 5,063 Est. Cost $29.75 Unrealized -21.1%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $191 Shares 3,400 Est. Cost $42.96 Unrealized -8.0%
GUGGENHEIM S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $191 Shares 2,125 Est. Cost $86.59 Unrealized
CNI CANADIAN NATL RY CO COM 0.1%
Value ($000) $167 Shares 2,400 Est. Cost $53.16 Unrealized +5.0%
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $161 Shares 1,680 Est. Cost $37.66 Unrealized -14.0%
GUGGENHEIM S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 0.1%
Value ($000) $156 Shares 1,290 Est. Cost $120.79 Unrealized
AN AUTONATION INC COM 0.1%
Value ($000) $155 Shares 3,000 Est. Cost $49.16 Unrealized -5.6%
GUGGENHEIM S&P 500 EQUAL WEIGHT INDUSTRIALS ETF 0.1%
Value ($000) $155 Shares 1,535 Est. Cost $92.27 Unrealized
POWERSHARES QQQ TRUST, SERIES 1 0.1%
Value ($000) $154 Shares 1,250 Est. Cost $118.40 Unrealized
BOH BANK HAWAII CORP COM 0.1%
Value ($000) $152 Shares 1,750 Est. Cost $49.60 Unrealized +16.4%
MCHP MICROCHIP TECHNOLOGY INC COM 0.1%
Value ($000) $148 Shares 2,220 Est. Cost $24.41 Unrealized +8.8%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $140 Shares 616 Est. Cost $207.81 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $122 Shares 1,500 Est. Cost $76.00 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $120 Shares 2,907 Est. Cost $33.31 Unrealized -6.3%
FIRST TR MLP & ENERGY INCOME COM 0.1%
Value ($000) $117 Shares 7,050 Est. Cost $16.03 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $116 Shares 1,500 Est. Cost $55.15 Unrealized -4.5%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $110 Shares 1,450 Est. Cost $66.79 Unrealized -6.6%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $110 Shares 2,182 Est. Cost $31.13 Unrealized +11.7%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $109 Shares 3,831 Est. Cost $28.47 Unrealized
GUGGENHEIM S&P 500 EQUAL WEIGHT ENERGY ETF 0.1%
Value ($000) $108 Shares 1,695 Est. Cost $59.00 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $98 Shares 670 Est. Cost $109.91 Unrealized +1.5%
SO SOUTHERN CO COM 0.1%
Value ($000) $96 Shares 1,930 Est. Cost $33.63 Unrealized -0.2%
TGT TARGET CORP COM 0.1%
Value ($000) $96 Shares 1,430 Est. Cost $54.34 Unrealized +1.9%
FIRST TR ENERGY INCOME & GRW COM 0.1%
Value ($000) $94 Shares 3,392 Est. Cost $25.94 Unrealized
BLACKROCK MUN 2030 TAR TERM TR COM SHS BEN IN 0.1%
Value ($000) $91 Shares 4,000 Est. Cost $24.00 Unrealized
SUNTRUST BKS INC COM 0.1%
Value ($000) $87 Shares 1,600 Est. Cost $45.00 Unrealized
BLACKROCK MUNIYLD MICH QLTY FD COM 0.1%
Value ($000) $86 Shares 6,272 Est. Cost $14.83 Unrealized
OMC OMNICOM GROUP INC COM 0.1%
Value ($000) $85 Shares 998 Est. Cost $60.96 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $85 Shares 904 Est. Cost $62.27 Unrealized -6.5%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $82 Shares 1,378 Est. Cost $46.15 Unrealized -7.4%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $77 Shares 2,090 Est. Cost $32.53 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $75 Shares 600 Est. Cost $120.00 Unrealized
RAMCO-GERSHENSON PPTYS TR COM SH BEN INT 0.0%
Value ($000) $74 Shares 4,500 Est. Cost $18.17 Unrealized
GUGGENHEIM S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $70 Shares 800 Est. Cost $82.50 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $67 Shares 1,613 Est. Cost $41.31 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $61 Shares 1,500 Est. Cost $38.67 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $58 Shares 505 Est. Cost $120.79 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $58 Shares 250 Est. Cost $186.23 Unrealized +7.7%
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $57 Shares 12,400 Est. Cost $4.18 Unrealized
PIMCO DYNMIC CREDIT AND MRT IN COM SHS 0.0%
Value ($000) $54 Shares 2,600 Est. Cost $20.38 Unrealized
VIRTUS GLOBAL MULTI-SEC INC FD COM 0.0%
Value ($000) $51 Shares 3,250 Est. Cost $15.62 Unrealized
GUGGENHEIM S&P 500 EQUAL WEIGHT REAL ESTATE ETF 0.0%
Value ($000) $50 Shares 1,870 Est. Cost $26.60 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $50 Shares 800 Est. Cost $50.01 Unrealized -10.3%
KELLOGG CO COM 0.0%
Value ($000) $50 Shares 695 Est. Cost $54.67 Unrealized -8.5%
RAYTHEON CO COM NEW 0.0%
Value ($000) $48 Shares 329 Est. Cost $136.78 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $47 Shares 600 Est. Cost $68.58 Unrealized -6.4%
AMGN AMGEN INC COM 0.0%
Value ($000) $47 Shares 300 Est. Cost $127.72 Unrealized -10.5%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $46 Shares 600 Est. Cost $56.32 Unrealized +8.3%
GUGGENHEIM S&P 500 EQUAL WEIGHT MATERIALS ETF 0.0%
Value ($000) $46 Shares 490 Est. Cost $84.55 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $46 Shares 297 Est. Cost $148.15 Unrealized
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $45.00 Unrealized
BAC BANK AMER CORP COM 0.0%
Value ($000) $45 Shares 1,988 Est. Cost $12.07 Unrealized +29.9%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $43 Shares 1,215 Est. Cost $50.55 Unrealized
VOX VANGUARD TELECOMMUNICATION SERVICES INDEX FUND 0.0%
Value ($000) $42 Shares 415 Est. Cost $93.98 Unrealized
MZTI LANCASTER COLONY CORP COM 0.0%
Value ($000) $42 Shares 300 Est. Cost $130.50 Unrealized +3.6%
INN SUMMIT HOTEL PPTYS COM 0.0%
Value ($000) $42 Shares 2,660 Est. Cost $13.16 Unrealized
PSEC PROSPECT CAPITAL CORPORATION COM 0.0%
Value ($000) $42 Shares 4,850 Est. Cost $2.66 Unrealized +0.3%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $41 Shares 700 Est. Cost $58.57 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $40 Shares 365 Est. Cost $75.16 Unrealized +11.7%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $40 Shares 300 Est. Cost $122.79 Unrealized +2.5%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $39 Shares 2,879 Est. Cost $14.24 Unrealized
EATON VANCE RISK MNGD DIV EQTY COM 0.0%
Value ($000) $37 Shares 4,000 Est. Cost $9.25 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $37 Shares 350 Est. Cost $110.00 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $37 Shares 379 Est. Cost $59.58 Unrealized -0.5%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $36 Shares 972 Est. Cost $35.55 Unrealized
DIREXION DAILY GOLD MINERS BULL 3X SHARES 0.0%
Value ($000) $36 Shares 3,600 Est. Cost $11.11 Unrealized
FIRST TR INTER DUR PFD & IN FD COM 0.0%
Value ($000) $36 Shares 1,530 Est. Cost $23.45 Unrealized
BWA BORGWARNER INC COM 0.0%
Value ($000) $36 Shares 900 Est. Cost $34.77 Unrealized -19.4%
GLW CORNING INC COM 0.0%
Value ($000) $34 Shares 1,380 Est. Cost $17.37 Unrealized +7.3%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $33 Shares 600 Est. Cost $36.37 Unrealized +14.7%
IUSG ISHARES CORE RUSSELL U.S. GROWTH ETF 0.0%
Value ($000) $32 Shares 718 Est. Cost $43.58 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $31 Shares 793 Est. Cost $25.65 Unrealized +4.7%
COACH INC COM 0.0%
Value ($000) $30 Shares 840 Est. Cost $36.90 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $29 Shares 500 Est. Cost $34.15 Unrealized +19.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $29 Shares 249 Est. Cost $121.99 Unrealized
BGS B & G FOODS INC NEW COM 0.0%
Value ($000) $29 Shares 640 Est. Cost $22.46 Unrealized -6.9%
CA INC COM 0.0%
Value ($000) $27 Shares 840 Est. Cost $33.33 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $27 Shares 230 Est. Cost $95.26 Unrealized -1.9%
PLD PROLOGIS INC COM 0.0%
Value ($000) $25 Shares 471 Est. Cost $40.41 Unrealized -2.9%
HCP INC COM 0.0%
Value ($000) $25 Shares 825 Est. Cost $35.81 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $24 Shares 330 Est. Cost $26.61 Unrealized +0.8%
ORCL ORACLE CORP COM 0.0%
Value ($000) $24 Shares 600 Est. Cost $35.00 Unrealized -2.5%
TORTOISE PIPELINE & ENERGY FD COM 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $22.00 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $21 Shares 220 Est. Cost $100.00 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $21 Shares 183 Est. Cost $103.83 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $20 Shares 300 Est. Cost $58.14 Unrealized -4.3%
TUPPERWARE BRANDS CORP COM 0.0%
Value ($000) $20 Shares 350 Est. Cost $65.71 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $19 Shares 221 Est. Cost $85.65 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $16 Shares 100 Est. Cost $146.25 Unrealized +5.3%
MEI METHODE ELECTRS INC COM 0.0%
Value ($000) $16 Shares 400 Est. Cost $28.87 Unrealized +4.6%
MORGAN STANLEY EMER MKTS FD COM 0.0%
Value ($000) $15 Shares 1,100 Est. Cost $14.55 Unrealized
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $15 Shares 480 Est. Cost $21.93 Unrealized -1.1%
ARCC ARES CAP CORP COM 0.0%
Value ($000) $15 Shares 900 Est. Cost $6.30 Unrealized +5.1%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $15 Shares 150 Est. Cost $100.00 Unrealized
XJPIX NUVEEN PFD & INCOME TERM FD COM 0.0%
Value ($000) $15 Shares 625 Est. Cost $24.00 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $14 Shares 500 Est. Cost $28.00 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $14 Shares 130 Est. Cost $65.14 Unrealized +11.1%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $14 Shares 200 Est. Cost $80.00 Unrealized
FHI FEDERATED INVS INC PA CL B 0.0%
Value ($000) $14 Shares 520 Est. Cost $20.06 Unrealized -8.5%
IJH ISHARES S&P MIDCAP FUND 0.0%
Value ($000) $13 Shares 76 Est. Cost $154.23 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $13 Shares 95 Est. Cost $126.32 Unrealized
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $13 Shares 500 Est. Cost $19.07 Unrealized -12.7%
IJR ISHARES S&P SMALL-CAP FUND 0.0%
Value ($000) $13 Shares 94 Est. Cost $127.66 Unrealized
ISHARES COMEX GOLD TRUST 0.0%
Value ($000) $13 Shares 1,136 Est. Cost $12.32 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $36.73 Unrealized +16.4%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $12 Shares 220 Est. Cost $50.00 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $12 Shares 130 Est. Cost $66.01 Unrealized +11.7%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $12 Shares 100 Est. Cost $120.00 Unrealized
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $11 Shares 125 Est. Cost $60.45 Unrealized +5.6%
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $11 Shares 230 Est. Cost $51.40 Unrealized -7.5%
MEREDITH CORP COM 0.0%
Value ($000) $11 Shares 190 Est. Cost $52.63 Unrealized
GENERAL MTRS CO WT EXP 071019 0.0%
Value ($000) $10 Shares 498 Est. Cost $15.55 Unrealized
ANADARKO PETE CORP COM 0.0%
Value ($000) $10 Shares 140 Est. Cost $64.29 Unrealized
MAT MATTEL INC COM 0.0%
Value ($000) $10 Shares 333 Est. Cost $32.69 Unrealized -7.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $9 Shares 140 Est. Cost $53.87 Unrealized -1.1%
VERSUM MATLS INC COM 0.0%
Value ($000) $9 Shares 335 Est. Cost $26.87 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $8 Shares 223 Est. Cost $25.85 Unrealized +8.9%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $8 Shares 38 Est. Cost $184.21 Unrealized
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $8 Shares 250 Est. Cost $20.29 Unrealized +7.2%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $8 Shares 195 Est. Cost $41.03 Unrealized
CDK GLOBAL INC COM 0.0%
Value ($000) $8 Shares 133 Est. Cost $60.15 Unrealized
DOW CHEM CO COM 0.0%
Value ($000) $8 Shares 140 Est. Cost $50.00 Unrealized
D DOMINION RES INC VA NEW COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $50.62 Unrealized -2.3%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $52.05 Unrealized 0.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $7 Shares 82 Est. Cost $85.37 Unrealized
DU PONT E I DE NEMOURS & CO COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
NATIONAL OILWELL VARCO INC COM 0.0%
Value ($000) $5 Shares 130 Est. Cost $38.46 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $5 Shares 100 Est. Cost $41.05 Unrealized +9.0%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $5 Shares 107 Est. Cost $37.38 Unrealized
UGA UNITED STATES GASOLINE FUND, LP 0.0%
Value ($000) $5 Shares 172 Est. Cost $29.07 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $5 Shares 41 Est. Cost $63.28 Unrealized +21.9%
AETNA INC NEW COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $133.33 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $4 Shares 73 Est. Cost $54.79 Unrealized
EPP ISHARES MSCI PACIFIC EX JAPAN ETF 0.0%
Value ($000) $4 Shares 105 Est. Cost $42.23 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $4 Shares 140 Est. Cost $26.68 Unrealized 0.0%
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $4 Shares 161 Est. Cost $24.84 Unrealized
DONNELLEY R R & SONS CO COM 0.0%
Value ($000) $3 Shares 173 Est. Cost $17.34 Unrealized
LSC COMMUNICATIONS INC COM 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.77 Unrealized
LYTS LSI INDS INC COM 0.0%
Value ($000) $2 Shares 270 Est. Cost $10.67 Unrealized -7.7%
EWG ISHARES MSCI GERMANY ETF 0.0%
Value ($000) $2 Shares 70 Est. Cost $28.57 Unrealized
KAI KADANT INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $49.68 Unrealized +8.3%
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $8.33 Unrealized +80.1%
DFIN DONNELLEY FINL SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 65 Est. Cost $25.63 Unrealized -17.4%