DAVIDSON INVESTMENT ADVISORS Diversified Active

CIK: 0001140771 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 13, 2016

Total Value ($000): $591,226 (100.0% shares, 0.0% debt)

Holdings (216)

AAPL APPLE INC 3.5%
Value ($000) $20,878 Shares 191,582 Est. Cost $22.86 Unrealized -1.4%
GOOG ALPHABET INC CL C 3.3%
Value ($000) $19,228 Shares 25,814 Est. Cost $35.61 Unrealized -0.2%
GENERAL ELECTRIC 3.1%
Value ($000) $18,332 Shares 576,744 Est. Cost $23.53 Unrealized
JPM J P MORGAN CHASE & CO 2.8%
Value ($000) $16,469 Shares 278,144 Est. Cost $42.38 Unrealized +5.9%
MSFT MICROSOFT CORP 2.3%
Value ($000) $13,516 Shares 244,771 Est. Cost $31.36 Unrealized +46.9%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $13,328 Shares 123,206 Est. Cost $61.39 Unrealized +28.3%
PEP PEPSICO INC 2.2%
Value ($000) $13,038 Shares 127,259 Est. Cost $56.87 Unrealized +28.8%
PFE PFIZER 2.2%
Value ($000) $12,836 Shares 433,145 Est. Cost $17.48 Unrealized +6.9%
CVX CHEVRON CORP 2.1%
Value ($000) $12,648 Shares 132,603 Est. Cost $67.65 Unrealized -15.1%
STT STATE STREET CORP 2.0%
Value ($000) $11,822 Shares 202,051 Est. Cost $44.93 Unrealized -5.1%
WFC WELLS FARGO & COMPANY DEL 2.0%
Value ($000) $11,700 Shares 241,978 Est. Cost $28.30 Unrealized +31.1%
STWD STARWOOD PROPERTY TRUST INC 1.9%
Value ($000) $11,039 Shares 583,243 Est. Cost $24.17 Unrealized
UPS UNITED PARCEL SERVICE 1.9%
Value ($000) $10,941 Shares 103,757 Est. Cost $56.87 Unrealized +19.0%
GIS GENERAL MILLS INC 1.7%
Value ($000) $10,338 Shares 163,221 Est. Cost $34.83 Unrealized +18.3%
MS MORGAN STANLEY 1.7%
Value ($000) $9,847 Shares 393,798 Est. Cost $18.09 Unrealized +6.7%
DVN DEVON ENERGY 1.6%
Value ($000) $9,272 Shares 337,988 Est. Cost $25.35 Unrealized -33.1%
PM PHILIP MORRIS INTERNATIONAL INC 1.6%
Value ($000) $9,265 Shares 94,463 Est. Cost $49.17 Unrealized +13.6%
FLS FLOWSERVE CORP 1.6%
Value ($000) $9,221 Shares 207,708 Est. Cost $39.05 Unrealized -13.3%
FRCB FIRST REPUBLIC BANK SAN FRANCISCO CA 1.5%
Value ($000) $8,990 Shares 134,959 Est. Cost $39.37 Unrealized +54.8%
CCL CARNIVAL CORP PAIRED CTF 1.5%
Value ($000) $8,776 Shares 166,357 Est. Cost $29.66 Unrealized +42.9%
TIME WARNER CABLE INC 1.3%
Value ($000) $7,775 Shares 38,008 Est. Cost $125.86 Unrealized
ZTS ZOETIS INC 1.3%
Value ($000) $7,751 Shares 174,878 Est. Cost $31.74 Unrealized +23.9%
SLB SCHLUMBERGER LIMITED 1.3%
Value ($000) $7,563 Shares 102,576 Est. Cost $54.22 Unrealized -2.0%
CMCSA COMCAST CORP CL A NEW 1.2%
Value ($000) $7,040 Shares 115,301 Est. Cost $21.51 Unrealized +5.8%
WMT WAL-MART 1.2%
Value ($000) $7,019 Shares 102,513 Est. Cost $18.78 Unrealized -2.5%
MCHP MICROCHIP TECHNOLOGY INC 1.2%
Value ($000) $6,996 Shares 145,212 Est. Cost $14.44 Unrealized +27.6%
MLM MARTIN MARIETTA MATERIALS INC 1.1%
Value ($000) $6,741 Shares 42,278 Est. Cost $98.65 Unrealized +29.3%
DHI DR HORTON INC 1.1%
Value ($000) $6,723 Shares 222,473 Est. Cost $19.20 Unrealized +28.2%
SRE SEMPRA ENERGY 1.1%
Value ($000) $6,655 Shares 63,987 Est. Cost $32.02 Unrealized +10.0%
BDX BECTON DICKINSON & CO 1.1%
Value ($000) $6,630 Shares 43,690 Est. Cost $80.87 Unrealized +51.1%
INTU INTUIT INC 1.1%
Value ($000) $6,375 Shares 61,323 Est. Cost $57.05 Unrealized +56.9%
SLAB SILICON LABORATORIES INC 1.1%
Value ($000) $6,294 Shares 140,060 Est. Cost $51.56 Unrealized -16.6%
MDU MDU RESOURCES GROUP INC 1.1%
Value ($000) $6,267 Shares 322,171 Est. Cost $5.39 Unrealized -6.9%
WY WEYERHAEUSER CO 1.1%
Value ($000) $6,229 Shares 201,149 Est. Cost $18.15 Unrealized 0.0%
MAXIM INTEGRATED PRODUCTS 1.0%
Value ($000) $6,113 Shares 166,253 Est. Cost $28.69 Unrealized
NORDSTROM INC 1.0%
Value ($000) $6,039 Shares 105,610 Est. Cost $54.13 Unrealized
NIELSEN HLDGS PLC SHS EUR 1.0%
Value ($000) $6,039 Shares 114,705 Est. Cost $46.81 Unrealized
INTERPUBLIC GROUP OF COMPANIES 1.0%
Value ($000) $6,034 Shares 263,033 Est. Cost $9.42 Unrealized +57.9%
FTNT FORTINET INC 1.0%
Value ($000) $6,015 Shares 196,549 Est. Cost $4.55 Unrealized +21.3%
WAT WATERS CORP 1.0%
Value ($000) $5,970 Shares 45,270 Est. Cost $97.30 Unrealized +28.2%
ATI ALLEGHENY TECHNOLOGIES INC 1.0%
Value ($000) $5,933 Shares 364,122 Est. Cost $16.93 Unrealized -29.1%
LABORATORY CORP OF AMER HLDGS 1.0%
Value ($000) $5,921 Shares 50,574 Est. Cost $102.52 Unrealized
BAXALTA INC 1.0%
Value ($000) $5,899 Shares 146,064 Est. Cost $33.77 Unrealized
FLEETMATICS 1.0%
Value ($000) $5,787 Shares 142,220 Est. Cost $43.64 Unrealized
CSCO CISCO SYSTEMS INC 1.0%
Value ($000) $5,784 Shares 203,264 Est. Cost $15.57 Unrealized +21.7%
DUPONT 0.9%
Value ($000) $5,565 Shares 87,936 Est. Cost $51.62 Unrealized
UNITED TECHNOLOGIES 0.9%
Value ($000) $5,556 Shares 55,534 Est. Cost $94.18 Unrealized
ETN EATON CORP PLC 0.9%
Value ($000) $5,497 Shares 87,912 Est. Cost $47.10 Unrealized -6.1%
BUFFALO WILD WINGS INC 0.9%
Value ($000) $5,393 Shares 36,435 Est. Cost $124.81 Unrealized
EXPRESS SCRIPTS HOLDING CO 0.9%
Value ($000) $5,392 Shares 78,534 Est. Cost $62.30 Unrealized
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $5,308 Shares 57,807 Est. Cost $48.01 Unrealized +32.2%
LEVEL 3 COMMUNICATIONS INC (NEW) 0.9%
Value ($000) $5,299 Shares 100,289 Est. Cost $49.55 Unrealized
TWENTY FIRST CENTURY FOX INC CL A 0.9%
Value ($000) $5,264 Shares 188,915 Est. Cost $33.51 Unrealized
XOM EXXON MOBIL 0.9%
Value ($000) $5,258 Shares 62,930 Est. Cost $53.88 Unrealized -3.5%
UNFI UNITED NATURAL FOODS INC 0.9%
Value ($000) $5,230 Shares 129,815 Est. Cost $49.84 Unrealized -25.9%
CAT CATERPILLAR INC 0.9%
Value ($000) $5,097 Shares 66,628 Est. Cost $61.84 Unrealized -14.2%
CHD CHURCH & DWIGHT CO INC 0.9%
Value ($000) $5,067 Shares 54,997 Est. Cost $26.76 Unrealized +43.4%
CHIMERA INVT CORP NEW 0.9%
Value ($000) $5,060 Shares 372,527 Est. Cost $13.70 Unrealized
MMM 3M CO 0.8%
Value ($000) $5,005 Shares 30,051 Est. Cost $64.45 Unrealized +43.9%
HAE HAEMONETICS CORP 0.8%
Value ($000) $4,985 Shares 142,585 Est. Cost $37.08 Unrealized -12.9%
DKS DICKS SPORTING GOODS INC 0.8%
Value ($000) $4,961 Shares 106,175 Est. Cost $36.20 Unrealized -14.6%
GOOGL ALPHABET INC CL A 0.8%
Value ($000) $4,802 Shares 6,298 Est. Cost $36.73 Unrealized -0.5%
BFH ALLIANCE DATA SYSTEM CORP 0.8%
Value ($000) $4,799 Shares 21,824 Est. Cost $147.57 Unrealized +2.2%
LVS LAS VEGAS SANDS CORP 0.8%
Value ($000) $4,749 Shares 91,947 Est. Cost $38.52 Unrealized -8.3%
AMGN AMGEN INC 0.8%
Value ($000) $4,720 Shares 31,499 Est. Cost $75.89 Unrealized +46.0%
BAX BAXTER INTERNATIONAL 0.8%
Value ($000) $4,694 Shares 114,315 Est. Cost $30.65 Unrealized +5.9%
SFM SPROUTS FARMERS MARKET INC 0.8%
Value ($000) $4,662 Shares 160,665 Est. Cost $26.78 Unrealized -3.7%
PRAXAIR INC 0.8%
Value ($000) $4,599 Shares 40,209 Est. Cost $115.90 Unrealized
PCH POTLATCH HOLDINGS INC (NEW) 0.8%
Value ($000) $4,458 Shares 141,613 Est. Cost $32.78 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.7%
Value ($000) $4,356 Shares 110,497 Est. Cost $24.01 Unrealized +10.8%
COLONY STARWOOD HOMES 0.7%
Value ($000) $4,308 Shares 174,190 Est. Cost $24.73 Unrealized
RWT REDWOOD TRUST INC REITS 0.7%
Value ($000) $4,081 Shares 312,172 Est. Cost $17.99 Unrealized
FDX FEDEX CORPORATION 0.7%
Value ($000) $3,938 Shares 24,218 Est. Cost $85.14 Unrealized +40.0%
F FORD MOTOR CO 0.7%
Value ($000) $3,847 Shares 285,226 Est. Cost $7.88 Unrealized -5.5%
BAKER HUGHES INC 0.5%
Value ($000) $3,094 Shares 70,637 Est. Cost $47.03 Unrealized
MARATHON OIL CORP 0.3%
Value ($000) $1,850 Shares 166,352 Est. Cost $28.12 Unrealized
MBB ISHARES BARCLAYS MBS BOND FD (MBB) 0.3%
Value ($000) $1,602 Shares 14,656 Est. Cost $105.27 Unrealized
GLD SPDR GOLD TRUST (GLD) 0.2%
Value ($000) $1,148 Shares 9,765 Est. Cost $101.38 Unrealized
IWM ISHARES RUSSELL 2000 INDEX FUND (IWM) 0.2%
Value ($000) $1,135 Shares 10,280 Est. Cost $110.41 Unrealized
NKE NIKE INC 0.2%
Value ($000) $1,063 Shares 17,306 Est. Cost $56.67 Unrealized -6.1%
ORCL ORACLE INC 0.2%
Value ($000) $1,045 Shares 25,566 Est. Cost $31.74 Unrealized +0.7%
REALPAGE INC 0.1%
Value ($000) $734 Shares 35,277 Est. Cost $19.06 Unrealized
AIRGAS INC 0.1%
Value ($000) $722 Shares 5,120 Est. Cost $100.35 Unrealized
CPT CAMDEN PROPERTY TRUST 0.1%
Value ($000) $719 Shares 8,575 Est. Cost $42.93 Unrealized +20.6%
DIS DISNEY WALT CO 0.1%
Value ($000) $665 Shares 6,700 Est. Cost $97.76 Unrealized -9.0%
CAPELLA EDUCATION COMPANY 0.1%
Value ($000) $653 Shares 12,450 Est. Cost $49.19 Unrealized
IGIB ISHARES BARCLAYS INTERM CREDIT BD FD (CIU) 0.1%
Value ($000) $614 Shares 5,613 Est. Cost $107.74 Unrealized
COBIZ FINANCIAL INC 0.1%
Value ($000) $612 Shares 51,970 Est. Cost $8.57 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $602 Shares 10,562 Est. Cost $33.91 Unrealized +9.5%
SSD SIMPSON MFG CO INC 0.1%
Value ($000) $588 Shares 15,435 Est. Cost $26.73 Unrealized +13.0%
VALSPAR CORP 0.1%
Value ($000) $572 Shares 5,365 Est. Cost $82.56 Unrealized
ALK ALASKA AIRGROUP INC 0.1%
Value ($000) $571 Shares 6,995 Est. Cost $59.44 Unrealized +15.2%
USPH US PHYSICAL THERAPY INC 0.1%
Value ($000) $549 Shares 11,085 Est. Cost $29.02 Unrealized +71.3%
MASI MASIMO CORPORATION 0.1%
Value ($000) $545 Shares 13,105 Est. Cost $21.96 Unrealized +71.3%
HD HOME DEPOT INC 0.1%
Value ($000) $544 Shares 4,081 Est. Cost $89.24 Unrealized +10.2%
GDOT GREEN DOT CORP 0.1%
Value ($000) $539 Shares 23,590 Est. Cost $18.03 Unrealized +7.7%
TRNO TERRENO REALTY CORP 0.1%
Value ($000) $508 Shares 21,740 Est. Cost $18.43 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $487 Shares 3,627 Est. Cost $80.53 Unrealized +15.2%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $464 Shares 3,533 Est. Cost $105.74 Unrealized +1.0%
SYY SYSCO CORP 0.1%
Value ($000) $450 Shares 9,641 Est. Cost $29.24 Unrealized +14.2%
INNERWORKINGS INC 0.1%
Value ($000) $436 Shares 55,120 Est. Cost $8.98 Unrealized
FIRST CASH FINL SVCS INC 0.1%
Value ($000) $425 Shares 9,272 Est. Cost $47.56 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $422 Shares 10,117 Est. Cost $33.43 Unrealized -1.3%
ATHENAHEALTH INC 0.1%
Value ($000) $419 Shares 3,035 Est. Cost $120.26 Unrealized
FLIR SYSTEMS INC 0.1%
Value ($000) $414 Shares 12,665 Est. Cost $29.01 Unrealized
TIP ISHARES BARCLAYS TIPS FUND (TIP) 0.1%
Value ($000) $413 Shares 3,607 Est. Cost $111.60 Unrealized
WWD WOODWARD GOVERNOR CO 0.1%
Value ($000) $411 Shares 7,950 Est. Cost $37.32 Unrealized +19.8%
IRBTQ IROBOT CORP 0.1%
Value ($000) $402 Shares 11,460 Est. Cost $38.33 Unrealized -15.1%
GBCI GLACIER BANCORP INC 0.1%
Value ($000) $393 Shares 15,495 Est. Cost $19.01 Unrealized -7.2%
USB US BANCORP DEL (NEW) 0.1%
Value ($000) $362 Shares 8,938 Est. Cost $28.36 Unrealized -2.0%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.1%
Value ($000) $352 Shares 2,325 Est. Cost $91.32 Unrealized -7.9%
SYK STRYKER CORP 0.1%
Value ($000) $346 Shares 3,225 Est. Cost $83.81 Unrealized +5.2%
DE DEERE & COMPANY 0.1%
Value ($000) $346 Shares 4,500 Est. Cost $65.37 Unrealized +1.4%
QRVO QORVO INC 0.1%
Value ($000) $305 Shares 6,094 Est. Cost $70.79 Unrealized -38.4%
IGSB ISHARES BARCLAYS 1-3 YEAR CR BD FD (CSJ) 0.1%
Value ($000) $299 Shares 2,847 Est. Cost $105.05 Unrealized
WADDELL & REED FINANCIAL - A 0.1%
Value ($000) $298 Shares 12,829 Est. Cost $43.86 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $288 Shares 10,300 Est. Cost $26.61 Unrealized -12.4%
COP CONOCOPHILLIPS 0.0%
Value ($000) $284 Shares 7,070 Est. Cost $40.59 Unrealized -30.8%
IMAX IMAX CORP 0.0%
Value ($000) $283 Shares 9,205 Est. Cost $26.80 Unrealized +14.2%
CVGW CALAVO GROWERS INC 0.0%
Value ($000) $280 Shares 4,960 Est. Cost $22.14 Unrealized +97.0%
HORIZON PHARMA PLC 0.0%
Value ($000) $278 Shares 17,010 Est. Cost $12.25 Unrealized
NNN NATIONAL RETAIL PROPERTIES INC 0.0%
Value ($000) $277 Shares 6,055 Est. Cost $39.85 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $243 Shares 3,975 Est. Cost $82.35 Unrealized -34.6%
MRK MERCK & CO INC (NEW) 0.0%
Value ($000) $241 Shares 4,558 Est. Cost $35.39 Unrealized +1.8%
TEXTURA CORP 0.0%
Value ($000) $239 Shares 12,975 Est. Cost $27.78 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $227 Shares 4,208 Est. Cost $27.53 Unrealized +9.1%
SPSC SPS COMMERCE INC 0.0%
Value ($000) $223 Shares 5,230 Est. Cost $28.13 Unrealized -10.8%
INTC INTEL CORP 0.0%
Value ($000) $209 Shares 6,475 Est. Cost $22.66 Unrealized +7.6%
SUPERIOR ENERGY SERVICES INC 0.0%
Value ($000) $207 Shares 15,736 Est. Cost $23.03 Unrealized
APACHE CORP 0.0%
Value ($000) $200 Shares 4,103 Est. Cost $44.36 Unrealized
GM GENERAL MOTORS COMPANY 0.0%
Value ($000) $200 Shares 6,375 Est. Cost $24.82 Unrealized -2.2%
CBKCQ CHRISTOPHER & BANKS 0.0%
Value ($000) $200 Shares 84,745 Est. Cost $4.01 Unrealized -55.4%
USA TECHNOLOGIES INC COM NO PAR 0.0%
Value ($000) $182 Shares 42,430 Est. Cost $1.96 Unrealized
SPY SPDR S&P 500 ETF SER 1 (SPY) 0.0%
Value ($000) $164 Shares 800 Est. Cost $205.00 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $159 Shares 1,934 Est. Cost $58.29 Unrealized -3.3%
MDT MEDTRONIC PLC 0.0%
Value ($000) $147 Shares 1,965 Est. Cost $57.69 Unrealized +2.1%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $145 Shares 1,975 Est. Cost $52.53 Unrealized -7.7%
SELECT COMFORT CORPORATION 0.0%
Value ($000) $144 Shares 7,570 Est. Cost $25.05 Unrealized
TAP MOLSON COORS BREWING CO 0.0%
Value ($000) $141 Shares 1,474 Est. Cost $37.25 Unrealized +87.5%
XILINX INC 0.0%
Value ($000) $130 Shares 2,765 Est. Cost $42.58 Unrealized
ZELTIQ AESTHETICS INC 0.0%
Value ($000) $129 Shares 4,845 Est. Cost $28.32 Unrealized
TM TOYOTA MTR CORP ADR 2 COM 0.0%
Value ($000) $129 Shares 1,220 Est. Cost $123.26 Unrealized
EQIX EQUINIX INC * PAR $0.001 0.0%
Value ($000) $128 Shares 390 Est. Cost $201.97 Unrealized +24.3%
IWV ISHARES RUSSELL 3000 INDEX (IWV) 0.0%
Value ($000) $123 Shares 1,025 Est. Cost $115.12 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $123 Shares 1,940 Est. Cost $30.86 Unrealized +39.4%
UNH UNITED HEALTH GROUP INC 0.0%
Value ($000) $122 Shares 954 Est. Cost $100.77 Unrealized +0.1%
TCBI TEXAS CAPITAL BANCSHARES 0.0%
Value ($000) $113 Shares 3,005 Est. Cost $54.54 Unrealized -32.2%
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $112 Shares 1,690 Est. Cost $30.44 Unrealized +43.5%
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $102 Shares 1,240 Est. Cost $58.26 Unrealized +5.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $99 Shares 1,600 Est. Cost $26.59 Unrealized +16.9%
T AT&T INC 0.0%
Value ($000) $97 Shares 2,500 Est. Cost $12.40 Unrealized +11.6%
BMY BRISTOL-MYERS SQUIBB 0.0%
Value ($000) $83 Shares 1,300 Est. Cost $44.74 Unrealized +0.1%
PSX PHILLIPS 66 0.0%
Value ($000) $80 Shares 932 Est. Cost $55.49 Unrealized +1.0%
NWE NORTHWESTERN CORPORATION 0.0%
Value ($000) $79 Shares 1,281 Est. Cost $35.84 Unrealized +6.9%
V VISA INC 0.0%
Value ($000) $78 Shares 1,020 Est. Cost $64.93 Unrealized +4.4%
IJH ISHARES S&P MID CAP 400 INDEX (IJH) 0.0%
Value ($000) $72 Shares 504 Est. Cost $119.81 Unrealized
PNC PNC FINANCIAL SVCS GROUP INC 0.0%
Value ($000) $66 Shares 791 Est. Cost $47.34 Unrealized +30.9%
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $61 Shares 580 Est. Cost $82.96 Unrealized +4.9%
WHITING PETROLEUM 0.0%
Value ($000) $56 Shares 7,386 Est. Cost $50.29 Unrealized
CAG CONAGRA INC 0.0%
Value ($000) $53 Shares 1,200 Est. Cost $23.02 Unrealized -0.4%
TEVA TEVA PHARMACEUTICAL SP ADR 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $55.20 Unrealized
HCP INC 0.0%
Value ($000) $52 Shares 1,622 Est. Cost $32.06 Unrealized
BARCLAYS BANK PLC ETN+ FI ENHANCED GLBL 0.0%
Value ($000) $48 Shares 411 Est. Cost $116.79 Unrealized
AMZN AMAZON.COM INC 0.0%
Value ($000) $44 Shares 75 Est. Cost $28.38 Unrealized 0.0%
PSA PUBLIC STORAGE 0.0%
Value ($000) $42 Shares 155 Est. Cost $141.74 Unrealized +20.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $37 Shares 450 Est. Cost $81.45 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $37 Shares 608 Est. Cost $57.61 Unrealized -12.4%
TXT TEXTRON INC 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $34.59 Unrealized 0.0%
D DOMINION RES INC VA 0.0%
Value ($000) $36 Shares 480 Est. Cost $44.94 Unrealized +2.6%
CBS CORP CL B 0.0%
Value ($000) $33 Shares 600 Est. Cost $55.00 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $29 Shares 471 Est. Cost $36.67 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $26 Shares 1,275 Est. Cost $13.82 Unrealized +3.2%
IWD ISHARES RUSSELL 1000 VALUE INDEX FND (IWD) 0.0%
Value ($000) $26 Shares 266 Est. Cost $101.50 Unrealized
BED BATH & BEYOND INC 0.0%
Value ($000) $26 Shares 525 Est. Cost $63.04 Unrealized
ZBH ZIMMER HOLDINGS INC 0.0%
Value ($000) $25 Shares 235 Est. Cost $73.38 Unrealized +21.5%
BMO BANK OF MONTREAL 0.0%
Value ($000) $25 Shares 426 Est. Cost $36.25 Unrealized +1.5%
DOW CHEMICAL CO 0.0%
Value ($000) $25 Shares 500 Est. Cost $33.46 Unrealized
DISCOVERY COMMUNICATIONS CLASS C 0.0%
Value ($000) $25 Shares 950 Est. Cost $56.32 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $25 Shares 225 Est. Cost $99.79 Unrealized -4.5%
DHR DANAHER CORP 0.0%
Value ($000) $23 Shares 250 Est. Cost $36.01 Unrealized +1.2%
CELGENE CORP 0.0%
Value ($000) $23 Shares 237 Est. Cost $109.65 Unrealized
META FACEBOOK INC CL A 0.0%
Value ($000) $22 Shares 200 Est. Cost $104.78 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $21 Shares 300 Est. Cost $59.70 Unrealized -7.6%
NVO NOVO-NORDISK A/S 0.0%
Value ($000) $21 Shares 400 Est. Cost $52.50 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $20 Shares 280 Est. Cost $80.23 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $20 Shares 575 Est. Cost $42.79 Unrealized -37.0%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $19 Shares 125 Est. Cost $195.59 Unrealized -23.5%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $19 Shares 350 Est. Cost $37.33 Unrealized +0.1%
EQUITY COMMONWEALTH * SHS BEN INT 0.0%
Value ($000) $19 Shares 700 Est. Cost $25.46 Unrealized
SNY SANOFI SA 0.0%
Value ($000) $17 Shares 445 Est. Cost $38.20 Unrealized
GWW W W GRAINGER INC 0.0%
Value ($000) $17 Shares 75 Est. Cost $190.10 Unrealized -5.6%
PCAR PACCAR INC 0.0%
Value ($000) $16 Shares 300 Est. Cost $22.09 Unrealized +5.4%
MONSANTO CO 0.0%
Value ($000) $15 Shares 175 Est. Cost $80.00 Unrealized
CARMIKE CINEMAS INC 0.0%
Value ($000) $15 Shares 525 Est. Cost $19.05 Unrealized
GLAXOSMITHKLINE PLC ADR 0.0%
Value ($000) $15 Shares 380 Est. Cost $39.47 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $15 Shares 100 Est. Cost $119.60 Unrealized +6.8%
BEMIS INC 0.0%
Value ($000) $13 Shares 254 Est. Cost $43.31 Unrealized
JC PENNEY 0.0%
Value ($000) $13 Shares 1,200 Est. Cost $8.33 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B NEW 0.0%
Value ($000) $12 Shares 90 Est. Cost $132.58 Unrealized 0.0%
IWN ISHARES RUSSELL 2000 VALUE (IWN) 0.0%
Value ($000) $12 Shares 137 Est. Cost $94.89 Unrealized
GT GOODYEAR TIRE & RUBBER 0.0%
Value ($000) $12 Shares 375 Est. Cost $25.47 Unrealized +18.3%
HALYARD HEALTH INC 0.0%
Value ($000) $11 Shares 400 Est. Cost $33.56 Unrealized
LYV LIVE NATION 0.0%
Value ($000) $11 Shares 500 Est. Cost $27.31 Unrealized -20.0%
VGK VANGUARD FTSE EUROPE ETF (VGK) 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.00 Unrealized
ROYAL DUTCH SHELL PLC-CL A ADR 0.0%
Value ($000) $8 Shares 185 Est. Cost $64.77 Unrealized
GAP GAP INC 0.0%
Value ($000) $5 Shares 197 Est. Cost $18.60 Unrealized -0.6%
LPLA LPL FINANCIAL HOLDINGS INC 0.0%
Value ($000) $4 Shares 195 Est. Cost $40.49 Unrealized -33.3%
BLUE NILE INC 0.0%
Value ($000) $3 Shares 140 Est. Cost $38.87 Unrealized
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
HPE HEWLETT PACKARD ENTERPRISES COMPANY 0.0%
Value ($000) $1 Shares 65 Est. Cost $6.50 Unrealized -2.0%
LFVN LIFEVANTAGE CORP NEW 0.0%
Value ($000) $1 Shares 142 Est. Cost $7.55 Unrealized +17.7%
HPQ HP INC 0.0%
Value ($000) $0 Shares 65 Est. Cost $9.12 Unrealized -15.5%
CC CHEMOURS COMPANY 0.0%
Value ($000) $0 Shares 25 Est. Cost $7.40 Unrealized -50.8%
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
AVON PRODUCTS 0.0%
Value ($000) $0 Shares 160 Est. Cost Unrealized