DAVIDSON INVESTMENT ADVISORS Diversified Active

CIK: 0001140771 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 16, 2016

Total Value ($000): $601,111 (100.0% shares, 0.0% debt)

Holdings (222)

GENERAL ELECTRIC 3.3%
Value ($000) $20,005 Shares 642,327 Est. Cost $23.53 Unrealized
AAPL APPLE INC 3.2%
Value ($000) $19,426 Shares 184,581 Est. Cost $22.87 Unrealized +12.5%
GOOG ALPHABET INC CL C 3.2%
Value ($000) $18,961 Shares 24,990 Est. Cost $35.61 Unrealized 0.0%
JPM J P MORGAN CHASE & CO 2.9%
Value ($000) $17,658 Shares 267,472 Est. Cost $42.28 Unrealized +17.5%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $14,243 Shares 138,689 Est. Cost $61.39 Unrealized +23.7%
MSFT MICROSOFT CORP 2.2%
Value ($000) $13,198 Shares 237,931 Est. Cost $30.94 Unrealized +48.4%
WFC WELLS FARGO & COMPANY DEL 2.1%
Value ($000) $12,766 Shares 234,897 Est. Cost $28.03 Unrealized +45.7%
PEP PEPSICO INC 2.0%
Value ($000) $12,304 Shares 123,165 Est. Cost $56.32 Unrealized +30.4%
PFE PFIZER 2.0%
Value ($000) $12,166 Shares 376,970 Est. Cost $17.30 Unrealized +17.8%
TIME WARNER CABLE INC 2.0%
Value ($000) $11,919 Shares 64,234 Est. Cost $125.86 Unrealized
GIS GENERAL MILLS INC 2.0%
Value ($000) $11,893 Shares 206,316 Est. Cost $34.83 Unrealized +16.2%
STT STATE STREET CORP 1.9%
Value ($000) $11,376 Shares 171,489 Est. Cost $45.34 Unrealized +14.4%
GOOGL ALPHABET INC CL A 1.9%
Value ($000) $11,314 Shares 14,547 Est. Cost $36.73 Unrealized 0.0%
STWD STARWOOD PROPERTY TRUST INC 1.9%
Value ($000) $11,261 Shares 547,891 Est. Cost $24.51 Unrealized
FRCB FIRST REPUBLIC BANK SAN FRANCISCO CA 1.8%
Value ($000) $10,780 Shares 163,213 Est. Cost $39.37 Unrealized +59.3%
MS MORGAN STANLEY 1.8%
Value ($000) $10,633 Shares 334,336 Est. Cost $17.88 Unrealized +39.8%
UPS UNITED PARCEL SERVICE 1.6%
Value ($000) $9,461 Shares 98,334 Est. Cost $56.28 Unrealized +25.5%
CVX CHEVRON CORP 1.5%
Value ($000) $9,252 Shares 102,867 Est. Cost $70.61 Unrealized -17.2%
CCL CARNIVAL CORP PAIRED CTF 1.5%
Value ($000) $8,874 Shares 162,929 Est. Cost $29.39 Unrealized +53.2%
PM PHILIP MORRIS INTERNATIONAL INC 1.3%
Value ($000) $8,065 Shares 91,779 Est. Cost $48.97 Unrealized +6.8%
FLS FLOWSERVE CORP 1.3%
Value ($000) $8,005 Shares 190,260 Est. Cost $39.52 Unrealized -8.8%
DHI DR HORTON INC 1.2%
Value ($000) $6,965 Shares 217,513 Est. Cost $19.08 Unrealized +46.1%
ZTS ZOETIS INC 1.1%
Value ($000) $6,784 Shares 141,634 Est. Cost $29.96 Unrealized +39.4%
EXPRESS SCRIPTS HOLDING CO 1.1%
Value ($000) $6,667 Shares 76,305 Est. Cost $62.12 Unrealized
SLB SCHLUMBERGER LIMITED 1.1%
Value ($000) $6,635 Shares 95,161 Est. Cost $54.30 Unrealized +3.3%
MCHP MICROCHIP TECHNOLOGY INC 1.1%
Value ($000) $6,634 Shares 142,584 Est. Cost $14.36 Unrealized +34.0%
SLAB SILICON LABORATORIES INC 1.1%
Value ($000) $6,544 Shares 134,875 Est. Cost $51.88 Unrealized -4.7%
BDX BECTON DICKINSON & CO 1.1%
Value ($000) $6,520 Shares 42,335 Est. Cost $79.55 Unrealized +55.2%
MAXIM INTEGRATED PRODUCTS 1.0%
Value ($000) $6,131 Shares 161,416 Est. Cost $28.45 Unrealized
LABORATORY CORP OF AMER HLDGS 1.0%
Value ($000) $6,041 Shares 48,881 Est. Cost $102.02 Unrealized
CHIMERA INVT CORP NEW 1.0%
Value ($000) $6,021 Shares 441,602 Est. Cost $13.70 Unrealized
INTERPUBLIC GROUP OF COMPANIES 1.0%
Value ($000) $5,967 Shares 256,402 Est. Cost $9.28 Unrealized +65.6%
WMT WAL-MART 1.0%
Value ($000) $5,954 Shares 97,187 Est. Cost $18.81 Unrealized -11.6%
WAT WATERS CORP 1.0%
Value ($000) $5,903 Shares 43,876 Est. Cost $96.43 Unrealized +33.3%
SRE SEMPRA ENERGY 1.0%
Value ($000) $5,769 Shares 61,392 Est. Cost $31.88 Unrealized +12.4%
PLUM CREEK TIMBER 1.0%
Value ($000) $5,764 Shares 120,844 Est. Cost $42.37 Unrealized
INTU INTUIT INC 1.0%
Value ($000) $5,730 Shares 59,399 Est. Cost $56.00 Unrealized +59.6%
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $5,645 Shares 55,814 Est. Cost $47.46 Unrealized +53.6%
DUPONT 0.9%
Value ($000) $5,603 Shares 84,168 Est. Cost $51.09 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.9%
Value ($000) $5,558 Shares 40,712 Est. Cost $97.54 Unrealized +43.9%
BAXALTA INC 0.9%
Value ($000) $5,472 Shares 140,270 Est. Cost $33.50 Unrealized
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $5,331 Shares 196,407 Est. Cost $15.45 Unrealized +30.5%
LEVEL 3 COMMUNICATIONS INC (NEW) 0.9%
Value ($000) $5,284 Shares 97,263 Est. Cost $49.45 Unrealized
UNITED TECHNOLOGIES 0.9%
Value ($000) $5,145 Shares 53,570 Est. Cost $93.97 Unrealized
NIELSEN HLDGS PLC SHS EUR 0.9%
Value ($000) $5,137 Shares 110,290 Est. Cost $46.58 Unrealized
ETN EATON CORP PLC 0.9%
Value ($000) $5,136 Shares 98,746 Est. Cost $47.10 Unrealized -8.6%
AMGN AMGEN INC 0.8%
Value ($000) $4,961 Shares 30,574 Est. Cost $74.84 Unrealized +55.7%
FLEETMATICS 0.8%
Value ($000) $4,798 Shares 94,520 Est. Cost $45.13 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.8%
Value ($000) $4,794 Shares 106,635 Est. Cost $23.91 Unrealized +39.9%
DVN DEVON ENERGY 0.8%
Value ($000) $4,737 Shares 148,141 Est. Cost $36.08 Unrealized -21.4%
XOM EXXON MOBIL 0.8%
Value ($000) $4,737 Shares 60,799 Est. Cost $53.94 Unrealized -4.7%
UNFI UNITED NATURAL FOODS INC 0.8%
Value ($000) $4,732 Shares 120,300 Est. Cost $50.86 Unrealized -7.9%
DKS DICKS SPORTING GOODS INC 0.8%
Value ($000) $4,650 Shares 131,586 Est. Cost $36.20 Unrealized -12.1%
TWENTY FIRST CENTURY FOX INC CL A 0.8%
Value ($000) $4,550 Shares 167,647 Est. Cost $34.23 Unrealized
CHD CHURCH & DWIGHT CO INC 0.8%
Value ($000) $4,542 Shares 53,536 Est. Cost $26.45 Unrealized +41.8%
CAT CATERPILLAR INC 0.7%
Value ($000) $4,306 Shares 63,385 Est. Cost $62.28 Unrealized -12.4%
MMM 3M CO 0.7%
Value ($000) $4,286 Shares 28,467 Est. Cost $62.87 Unrealized +46.5%
HAE HAEMONETICS CORP 0.7%
Value ($000) $4,122 Shares 127,925 Est. Cost $37.63 Unrealized -13.8%
BAX BAXTER INTERNATIONAL 0.7%
Value ($000) $4,065 Shares 106,610 Est. Cost $30.52 Unrealized +1.7%
MDU MDU RESOURCES GROUP INC 0.7%
Value ($000) $4,006 Shares 218,783 Est. Cost $5.56 Unrealized -8.4%
PCH POTLATCH HOLDINGS INC (NEW) 0.7%
Value ($000) $3,999 Shares 132,309 Est. Cost $32.87 Unrealized
BFH ALLIANCE DATA SYSTEM CORP 0.7%
Value ($000) $3,982 Shares 14,404 Est. Cost $145.91 Unrealized +33.9%
PRAXAIR INC 0.7%
Value ($000) $3,968 Shares 38,774 Est. Cost $115.96 Unrealized
F FORD MOTOR CO 0.6%
Value ($000) $3,878 Shares 275,409 Est. Cost $7.90 Unrealized +5.6%
RWT REDWOOD TRUST INC REITS 0.6%
Value ($000) $3,877 Shares 293,923 Est. Cost $18.29 Unrealized
LVS LAS VEGAS SANDS CORP 0.6%
Value ($000) $3,714 Shares 84,791 Est. Cost $38.79 Unrealized -11.0%
BUFFALO WILD WINGS INC 0.6%
Value ($000) $3,661 Shares 22,946 Est. Cost $111.16 Unrealized
STARWOOD WAYPOINT RESIDENTIAL TR 0.6%
Value ($000) $3,656 Shares 161,593 Est. Cost $26.88 Unrealized
FDX FEDEX CORPORATION 0.6%
Value ($000) $3,519 Shares 23,636 Est. Cost $84.30 Unrealized +56.9%
FTNT FORTINET INC 0.6%
Value ($000) $3,503 Shares 112,519 Est. Cost $3.83 Unrealized +87.6%
BAKER HUGHES INC 0.5%
Value ($000) $3,180 Shares 68,959 Est. Cost $47.11 Unrealized
XILINX INC 0.5%
Value ($000) $3,017 Shares 64,292 Est. Cost $42.58 Unrealized
CMCSA COMCAST CORP CL A NEW 0.5%
Value ($000) $2,952 Shares 52,369 Est. Cost $20.02 Unrealized +18.7%
REALPAGE INC 0.5%
Value ($000) $2,706 Shares 120,707 Est. Cost $19.06 Unrealized
VOO VANGUARD S&P 500 INDEX ETF NEW(VOO) 0.4%
Value ($000) $2,570 Shares 13,750 Est. Cost $186.91 Unrealized
ROYAL DUTCH SHELL PLC-CL A ADR 0.4%
Value ($000) $2,524 Shares 55,167 Est. Cost $64.77 Unrealized
AIRGAS INC 0.4%
Value ($000) $2,415 Shares 17,485 Est. Cost $100.35 Unrealized
COBIZ FINANCIAL INC 0.4%
Value ($000) $2,340 Shares 174,514 Est. Cost $8.57 Unrealized
CPT CAMDEN PROPERTY TRUST 0.4%
Value ($000) $2,301 Shares 30,007 Est. Cost $42.93 Unrealized +19.3%
NORDSTROM INC 0.4%
Value ($000) $2,221 Shares 44,640 Est. Cost $49.96 Unrealized
WWD WOODWARD GOVERNOR CO 0.4%
Value ($000) $2,215 Shares 44,645 Est. Cost $37.32 Unrealized +18.2%
TRNO TERRENO REALTY CORP 0.4%
Value ($000) $2,177 Shares 96,347 Est. Cost $18.43 Unrealized
SFM SPROUTS FARMERS MARKET INC 0.3%
Value ($000) $2,071 Shares 77,965 Est. Cost $27.83 Unrealized -15.1%
USPH US PHYSICAL THERAPY INC 0.3%
Value ($000) $2,030 Shares 37,885 Est. Cost $29.02 Unrealized +72.6%
MARATHON OIL CORP 0.3%
Value ($000) $1,949 Shares 155,006 Est. Cost $29.36 Unrealized
CAPELLA EDUCATION COMPANY 0.3%
Value ($000) $1,887 Shares 40,925 Est. Cost $49.19 Unrealized
ALK ALASKA AIRGROUP INC 0.3%
Value ($000) $1,885 Shares 23,445 Est. Cost $59.44 Unrealized +23.1%
MASI MASIMO CORPORATION 0.3%
Value ($000) $1,862 Shares 44,915 Est. Cost $21.96 Unrealized +86.0%
SSD SIMPSON MFG CO INC 0.3%
Value ($000) $1,807 Shares 53,005 Est. Cost $26.73 Unrealized +20.5%
FLIR SYSTEMS INC 0.3%
Value ($000) $1,729 Shares 61,710 Est. Cost $29.01 Unrealized
MBB ISHARES BARCLAYS MBS BOND FD (MBB) 0.3%
Value ($000) $1,598 Shares 14,859 Est. Cost $105.27 Unrealized
ATI ALLEGHENY TECHNOLOGIES INC 0.3%
Value ($000) $1,570 Shares 139,754 Est. Cost $24.85 Unrealized -45.9%
FIRST CASH FINL SVCS INC 0.3%
Value ($000) $1,565 Shares 41,897 Est. Cost $47.56 Unrealized
VALSPAR CORP 0.3%
Value ($000) $1,524 Shares 18,395 Est. Cost $82.56 Unrealized
IRBTQ IROBOT CORP 0.2%
Value ($000) $1,401 Shares 39,635 Est. Cost $38.33 Unrealized -15.6%
INNERWORKINGS INC 0.2%
Value ($000) $1,399 Shares 186,760 Est. Cost $8.98 Unrealized
LPLA LPL FINANCIAL HOLDINGS INC 0.2%
Value ($000) $1,312 Shares 30,840 Est. Cost $40.49 Unrealized +5.2%
GDOT GREEN DOT CORP 0.2%
Value ($000) $1,297 Shares 79,165 Est. Cost $18.03 Unrealized -4.9%
SPSC SPS COMMERCE INC 0.2%
Value ($000) $1,267 Shares 18,087 Est. Cost $28.13 Unrealized +29.8%
HORIZON PHARMA PLC 0.2%
Value ($000) $1,240 Shares 57,320 Est. Cost $12.25 Unrealized
ATHENAHEALTH INC 0.2%
Value ($000) $1,239 Shares 7,711 Est. Cost $120.26 Unrealized
IMAX IMAX CORP 0.2%
Value ($000) $1,109 Shares 31,267 Est. Cost $26.80 Unrealized +39.9%
SELECT COMFORT CORPORATION 0.2%
Value ($000) $1,099 Shares 51,510 Est. Cost $25.05 Unrealized
NKE NIKE INC 0.2%
Value ($000) $1,081 Shares 17,306 Est. Cost $56.67 Unrealized 0.0%
QRVO QORVO INC 0.2%
Value ($000) $1,043 Shares 20,557 Est. Cost $70.79 Unrealized -27.7%
GLD SPDR GOLD TRUST (GLD) 0.2%
Value ($000) $990 Shares 9,765 Est. Cost $101.38 Unrealized
URI UNITED RENTALS INC 0.2%
Value ($000) $978 Shares 13,530 Est. Cost $82.35 Unrealized -15.0%
TEXTURA CORP 0.2%
Value ($000) $940 Shares 43,700 Est. Cost $27.78 Unrealized
BLUE NILE INC 0.2%
Value ($000) $931 Shares 25,170 Est. Cost $38.87 Unrealized
ORCL ORACLE INC 0.1%
Value ($000) $883 Shares 24,191 Est. Cost $31.73 Unrealized +3.4%
CBKCQ CHRISTOPHER & BANKS 0.1%
Value ($000) $860 Shares 523,305 Est. Cost $4.01 Unrealized -66.3%
WADDELL & REED FINANCIAL - A 0.1%
Value ($000) $848 Shares 29,704 Est. Cost $43.86 Unrealized
CVGW CALAVO GROWERS INC 0.1%
Value ($000) $813 Shares 16,650 Est. Cost $22.14 Unrealized +91.6%
USA TECHNOLOGIES INC COM NO PAR 0.1%
Value ($000) $812 Shares 264,525 Est. Cost $1.96 Unrealized
SUPERIOR ENERGY SERVICES INC 0.1%
Value ($000) $702 Shares 52,376 Est. Cost $23.03 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $701 Shares 6,675 Est. Cost $97.76 Unrealized +4.6%
IGIB ISHARES BARCLAYS INTERM CREDIT BD FD (CIU) 0.1%
Value ($000) $655 Shares 6,121 Est. Cost $107.74 Unrealized
NNN NATIONAL RETAIL PROPERTIES INC 0.1%
Value ($000) $592 Shares 14,855 Est. Cost $39.85 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $581 Shares 9,812 Est. Cost $33.66 Unrealized +12.8%
TCBI TEXAS CAPITAL BANCSHARES 0.1%
Value ($000) $505 Shares 10,280 Est. Cost $54.54 Unrealized 0.0%
EVERYDAY HEALTH INC 0.1%
Value ($000) $501 Shares 83,580 Est. Cost $11.73 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $485 Shares 3,533 Est. Cost $105.74 Unrealized +8.4%
HD HOME DEPOT INC 0.1%
Value ($000) $479 Shares 3,625 Est. Cost $88.09 Unrealized +13.5%
ZELTIQ AESTHETICS INC 0.1%
Value ($000) $465 Shares 16,420 Est. Cost $28.32 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $449 Shares 3,530 Est. Cost $80.19 Unrealized +6.0%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $420 Shares 9,367 Est. Cost $33.47 Unrealized +9.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $353 Shares 7,569 Est. Cost $40.59 Unrealized -5.5%
GBCI GLACIER BANCORP INC 0.1%
Value ($000) $351 Shares 13,275 Est. Cost $19.24 Unrealized +2.7%
DE DEERE & COMPANY 0.1%
Value ($000) $343 Shares 4,500 Est. Cost $65.37 Unrealized -0.5%
IGSB ISHARES BARCLAYS 1-3 YEAR CR BD FD (CSJ) 0.1%
Value ($000) $338 Shares 3,246 Est. Cost $105.05 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $338 Shares 8,250 Est. Cost $28.54 Unrealized +10.3%
TIP ISHARES BARCLAYS TIPS FUND (TIP) 0.1%
Value ($000) $332 Shares 3,034 Est. Cost $111.06 Unrealized
MRK MERCK & CO INC (NEW) 0.1%
Value ($000) $328 Shares 6,238 Est. Cost $35.39 Unrealized +3.9%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.1%
Value ($000) $319 Shares 2,325 Est. Cost $91.32 Unrealized -4.2%
USB US BANCORP DEL (NEW) 0.1%
Value ($000) $308 Shares 7,232 Est. Cost $28.49 Unrealized +3.9%
SYK STRYKER CORP 0.0%
Value ($000) $299 Shares 3,225 Est. Cost $83.81 Unrealized +1.7%
MDT MEDTRONIC PLC 0.0%
Value ($000) $251 Shares 3,273 Est. Cost $57.69 Unrealized +1.5%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $250 Shares 7,600 Est. Cost $27.78 Unrealized +0.4%
INTC INTEL CORP 0.0%
Value ($000) $248 Shares 7,225 Est. Cost $22.66 Unrealized +17.6%
WHITING PETROLEUM 0.0%
Value ($000) $230 Shares 24,812 Est. Cost $50.29 Unrealized
IVV ISHARES S&P 500 INDEX FUND (IVV) 0.0%
Value ($000) $189 Shares 924 Est. Cost $204.55 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $185 Shares 4,015 Est. Cost $27.41 Unrealized -1.8%
APACHE CORP 0.0%
Value ($000) $182 Shares 4,103 Est. Cost $44.36 Unrealized
CVS CVS CAREMARK CORP 0.0%
Value ($000) $140 Shares 1,440 Est. Cost $44.14 Unrealized +64.5%
TAP MOLSON COORS BREWING CO 0.0%
Value ($000) $138 Shares 1,474 Est. Cost $37.25 Unrealized +88.6%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $134 Shares 1,875 Est. Cost $52.75 Unrealized -3.5%
TIME WARNER INC 0.0%
Value ($000) $130 Shares 2,013 Est. Cost $57.96 Unrealized
TM TOYOTA MTR CORP ADR 2 COM 0.0%
Value ($000) $124 Shares 1,015 Est. Cost $126.80 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $120 Shares 1,659 Est. Cost $58.61 Unrealized -5.7%
EQIX EQUINIX INC * PAR $0.001 0.0%
Value ($000) $117 Shares 390 Est. Cost $201.97 Unrealized +18.5%
GM GENERAL MOTORS COMPANY 0.0%
Value ($000) $109 Shares 3,225 Est. Cost $25.34 Unrealized +9.3%
ALL ALLSTATE CORP 0.0%
Value ($000) $108 Shares 1,755 Est. Cost $37.12 Unrealized +34.0%
MET METLIFE INC 0.0%
Value ($000) $101 Shares 2,113 Est. Cost $24.43 Unrealized +27.7%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $101 Shares 1,940 Est. Cost $30.86 Unrealized +20.7%
DOW CHEMICAL CO 0.0%
Value ($000) $99 Shares 1,945 Est. Cost $33.46 Unrealized
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $98 Shares 1,690 Est. Cost $30.44 Unrealized +30.2%
ZBH ZIMMER HOLDINGS INC 0.0%
Value ($000) $97 Shares 955 Est. Cost $73.38 Unrealized +22.7%
IWV ISHARES RUSSELL 3000 INDEX (IWV) 0.0%
Value ($000) $90 Shares 750 Est. Cost $113.33 Unrealized
AFL AFLAC CORP 0.0%
Value ($000) $86 Shares 1,437 Est. Cost $20.11 Unrealized +22.0%
PNC PNC FINANCIAL SVCS GROUP INC 0.0%
Value ($000) $75 Shares 791 Est. Cost $47.34 Unrealized +41.9%
IJH ISHARES S&P MID CAP 400 INDEX (IJH) 0.0%
Value ($000) $70 Shares 504 Est. Cost $119.81 Unrealized
NWE NORTHWESTERN CORPORATION 0.0%
Value ($000) $69 Shares 1,281 Est. Cost $35.84 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $69 Shares 850 Est. Cost $55.44 Unrealized +6.6%
TEVA TEVA PHARMACEUTICAL SP ADR 0.0%
Value ($000) $64 Shares 1,000 Est. Cost $55.20 Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $58 Shares 740 Est. Cost $55.98 Unrealized +3.5%
T AT&T INC 0.0%
Value ($000) $51 Shares 1,500 Est. Cost $11.43 Unrealized +8.7%
BED BATH & BEYOND INC 0.0%
Value ($000) $49 Shares 1,025 Est. Cost $63.04 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $47 Shares 193 Est. Cost $141.74 Unrealized +10.6%
V VISA INC 0.0%
Value ($000) $46 Shares 600 Est. Cost $62.92 Unrealized +14.7%
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $45 Shares 480 Est. Cost $82.10 Unrealized +8.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $34 Shares 600 Est. Cost $19.11 Unrealized +54.2%
D DOMINION RES INC VA 0.0%
Value ($000) $32 Shares 480 Est. Cost $44.94 Unrealized -0.8%
VTHR VANGUARD RUSSELL 3000 INDEX (VTHR) 0.0%
Value ($000) $30 Shares 330 Est. Cost $90.91 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $29 Shares 350 Est. Cost $81.22 Unrealized
CBS CORP CL B 0.0%
Value ($000) $28 Shares 600 Est. Cost $55.00 Unrealized
CELGENE CORP 0.0%
Value ($000) $28 Shares 237 Est. Cost $109.65 Unrealized
VNQ VANGUARD REIT VIPERS (VNQ) 0.0%
Value ($000) $27 Shares 350 Est. Cost $77.14 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FND (IWD) 0.0%
Value ($000) $26 Shares 266 Est. Cost $101.50 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $25 Shares 225 Est. Cost $99.79 Unrealized +5.4%
BMO BANK OF MONTREAL 0.0%
Value ($000) $24 Shares 426 Est. Cost $36.25 Unrealized +5.4%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $24 Shares 125 Est. Cost $195.59 Unrealized -10.8%
DISCOVERY COMMUNICATIONS CLASS C 0.0%
Value ($000) $23 Shares 950 Est. Cost $56.32 Unrealized
GLW CORNING INC 0.0%
Value ($000) $23 Shares 1,275 Est. Cost $13.82 Unrealized +0.3%
DHR DANAHER CORP 0.0%
Value ($000) $23 Shares 250 Est. Cost $36.01 Unrealized +6.1%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $21 Shares 300 Est. Cost $59.70 Unrealized -7.9%
BMY BRISTOL-MYERS SQUIBB 0.0%
Value ($000) $20 Shares 300 Est. Cost $44.54 Unrealized +4.8%
EQUITY COMMONWEALTH * SHS BEN INT 0.0%
Value ($000) $19 Shares 700 Est. Cost $25.46 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $19 Shares 575 Est. Cost $42.79 Unrealized -27.6%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $19 Shares 275 Est. Cost $66.24 Unrealized -5.1%
MONSANTO CO 0.0%
Value ($000) $17 Shares 175 Est. Cost $80.00 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $16 Shares 100 Est. Cost $119.60 Unrealized +11.1%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $16 Shares 350 Est. Cost $37.33 Unrealized -2.2%
GWW W W GRAINGER INC 0.0%
Value ($000) $15 Shares 75 Est. Cost $190.10 Unrealized -8.0%
PCAR PACCAR INC 0.0%
Value ($000) $14 Shares 300 Est. Cost $22.09 Unrealized +4.1%
HALYARD HEALTH INC 0.0%
Value ($000) $13 Shares 400 Est. Cost $33.56 Unrealized
GT GOODYEAR TIRE & RUBBER 0.0%
Value ($000) $12 Shares 375 Est. Cost $25.47 Unrealized +28.8%
CARMIKE CINEMAS INC 0.0%
Value ($000) $12 Shares 525 Est. Cost $19.05 Unrealized
LYV LIVE NATION 0.0%
Value ($000) $12 Shares 500 Est. Cost $27.31 Unrealized -6.2%
IWN ISHARES RUSSELL 2000 VALUE (IWN) 0.0%
Value ($000) $12 Shares 137 Est. Cost $94.89 Unrealized
BEMIS INC 0.0%
Value ($000) $11 Shares 254 Est. Cost $43.31 Unrealized
VARIAN MEDICAL SYSTEMS INC 0.0%
Value ($000) $10 Shares 125 Est. Cost $88.00 Unrealized
VGK VANGUARD FTSE EUROPE ETF (VGK) 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.00 Unrealized
UNH UNITED HEALTH GROUP INC 0.0%
Value ($000) $8 Shares 75 Est. Cost $99.29 Unrealized 0.0%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $8 Shares 100 Est. Cost $96.08 Unrealized
CAG CONAGRA INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $23.43 Unrealized -4.2%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $7 Shares 50 Est. Cost $24.14 Unrealized 0.0%
JC PENNEY 0.0%
Value ($000) $7 Shares 1,200 Est. Cost $8.33 Unrealized
ACN ACCENTURE PLC CL A 0.0%
Value ($000) $7 Shares 75 Est. Cost $89.97 Unrealized 0.0%
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $7 Shares 37 Est. Cost $115.84 Unrealized 0.0%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $6 Shares 75 Est. Cost $15.20 Unrealized 0.0%
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $88.89 Unrealized 0.0%
GAP GAP INC 0.0%
Value ($000) $4 Shares 197 Est. Cost $18.60 Unrealized 0.0%
BP BP PLC ADS 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
SMITH & WESSON 0.0%
Value ($000) $2 Shares 100 Est. Cost Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $1 Shares 300 Est. Cost $13.33 Unrealized
LFVN LIFEVANTAGE CORP NEW 0.0%
Value ($000) $1 Shares 142 Est. Cost $7.55 Unrealized 0.0%
CC CHEMOURS COMPANY 0.0%
Value ($000) $0 Shares 25 Est. Cost $7.40 Unrealized -37.7%
AVON PRODUCTS 0.0%
Value ($000) $0 Shares 160 Est. Cost Unrealized
SEVENTY SEVEN ENERGY INC 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
HPE HEWLETT PACKARD ENTERPRISES COMPANY 0.0%
Value ($000) $0 Shares 65 Est. Cost $6.50 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $0 Shares 65 Est. Cost $9.12 Unrealized 0.0%