SPINNAKER TRUST Diversified Active

CIK: 0001158970 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 22, 2015

Total Value ($000): $673,362 (100.0% shares, 0.0% debt)

Holdings (198)

MMM 3M Company 17.3%
Value ($000) $116,630 Shares 709,776 Est. Cost $62.59 Unrealized +43.3%
SPSB SPDR Barclays Short Term Corporate Bond ETF 5.8%
Value ($000) $39,257 Shares 1,283,977 Est. Cost $30.63 Unrealized
XLK Technology Select Sector SPDR 5.0%
Value ($000) $33,558 Shares 811,541 Est. Cost $31.93 Unrealized
QAI IQ Hedge Multi-Strategy Tracker ETF 4.4%
Value ($000) $29,328 Shares 997,881 Est. Cost $29.39 Unrealized
HEDJ WisdomTree Europe Hedged Equity ETF 3.8%
Value ($000) $25,462 Shares 457,772 Est. Cost $57.61 Unrealized
XLF Financial Select Sector SPDR 3.6%
Value ($000) $24,573 Shares 993,641 Est. Cost $20.00 Unrealized
AAXJ iShares MSCI All Country Asia ex Japan Index 2.4%
Value ($000) $16,381 Shares 268,845 Est. Cost $58.62 Unrealized
SJNK SPDR Short-Term High Yield 2.0%
Value ($000) $13,749 Shares 475,606 Est. Cost $30.39 Unrealized
iShares Currency Hedged MSCI Germany 1.6%
Value ($000) $10,829 Shares 460,222 Est. Cost $23.58 Unrealized
VCIT Vanguard Intermediate-Term C 1.6%
Value ($000) $10,714 Shares 124,430 Est. Cost $86.10 Unrealized
XLY Consumer Discretionary Select Sector SPDR 1.5%
Value ($000) $10,198 Shares 141,356 Est. Cost $56.65 Unrealized
XLI Industrial Select Sector SPDR 1.4%
Value ($000) $9,534 Shares 168,509 Est. Cost $45.33 Unrealized
DXJ WisdomTree Japan Hedged Equity ETF 1.4%
Value ($000) $9,205 Shares 186,970 Est. Cost $52.09 Unrealized
XLP Consumer Staples Select Sector SPDR 1.3%
Value ($000) $8,764 Shares 180,725 Est. Cost $40.13 Unrealized
PowerShares S&P SmallCap Industrial Portfolio 1.3%
Value ($000) $8,695 Shares 186,243 Est. Cost $37.80 Unrealized
XOM Exxon Mobil Corp 1.3%
Value ($000) $8,587 Shares 92,883 Est. Cost $53.74 Unrealized +7.9%
JNJ Johnson & Johnson 1.2%
Value ($000) $8,208 Shares 78,494 Est. Cost $60.75 Unrealized +27.3%
XBI Biotech Select Sector SPDR ETF 1.2%
Value ($000) $8,144 Shares 43,677 Est. Cost $108.28 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 1.2%
Value ($000) $7,874 Shares 167,413 Est. Cost $47.50 Unrealized
PowerShares S&P SmallCap Information Tech 1.1%
Value ($000) $7,561 Shares 150,553 Est. Cost $50.22 Unrealized
IYC iShares Dow Jones US Consumer Services 1.1%
Value ($000) $7,488 Shares 54,352 Est. Cost $104.25 Unrealized
IHE iShares Dow Jones US Pharmaceuticals 1.1%
Value ($000) $7,198 Shares 47,546 Est. Cost $104.02 Unrealized
IHI iShares Dow Jones US Medical Devices Index Fd 1.1%
Value ($000) $7,185 Shares 63,523 Est. Cost $79.88 Unrealized
FDIS Fidelity MSCI Consumer Discret ETF 1.0%
Value ($000) $7,035 Shares 240,752 Est. Cost $29.22 Unrealized
EUFN iShares MSCI Europe Financial Sector 1.0%
Value ($000) $6,776 Shares 307,740 Est. Cost $21.24 Unrealized
XLE Energy Select Sector SPDR 1.0%
Value ($000) $6,752 Shares 85,285 Est. Cost $80.53 Unrealized
XHS SPDR Health Care Services 1.0%
Value ($000) $6,732 Shares 59,983 Est. Cost $84.25 Unrealized
Market Vectors Agribusiness ETF 1.0%
Value ($000) $6,438 Shares 122,562 Est. Cost $51.63 Unrealized
XLB Materials Select Sector SPDR Trust 0.9%
Value ($000) $5,963 Shares 122,734 Est. Cost $44.37 Unrealized
KCE SPDR S&P Capital Markets ETF 0.8%
Value ($000) $5,650 Shares 111,072 Est. Cost $45.33 Unrealized
MSFT Microsoft Corp 0.8%
Value ($000) $5,366 Shares 115,525 Est. Cost $27.74 Unrealized +43.7%
UNP Union Pacific Corp 0.8%
Value ($000) $5,297 Shares 44,470 Est. Cost $63.47 Unrealized +40.9%
SPY SPDR Tr Unit Ser 1 0.7%
Value ($000) $4,980 Shares 24,227 Est. Cost $172.52 Unrealized
Du Pont (E I) de Nemours and Company 0.7%
Value ($000) $4,931 Shares 66,689 Est. Cost $52.50 Unrealized
CSCO Cisco Systems Inc 0.7%
Value ($000) $4,726 Shares 169,905 Est. Cost $15.33 Unrealized +19.4%
WFC Wells Fargo & Co 0.7%
Value ($000) $4,559 Shares 83,170 Est. Cost $27.90 Unrealized +38.9%
General Elec Co 0.6%
Value ($000) $4,272 Shares 169,039 Est. Cost $23.23 Unrealized
Alerian MLP ETF 0.6%
Value ($000) $4,267 Shares 243,551 Est. Cost $17.86 Unrealized
PG Procter & Gamble Co 0.6%
Value ($000) $4,099 Shares 45,002 Est. Cost $55.29 Unrealized +16.8%
QABA First Trust Nasdaq ABA CBIF 0.6%
Value ($000) $3,832 Shares 104,272 Est. Cost $34.02 Unrealized
INTC Intel Corp 0.5%
Value ($000) $3,660 Shares 100,844 Est. Cost $18.56 Unrealized +43.5%
WHR Whirlpool Corp 0.5%
Value ($000) $3,545 Shares 18,295 Est. Cost $137.96 Unrealized +24.5%
STT State Street Corp 0.5%
Value ($000) $3,473 Shares 44,245 Est. Cost $49.91 Unrealized +10.4%
CVS CVS/Caremark Corp 0.5%
Value ($000) $3,305 Shares 34,315 Est. Cost $41.72 Unrealized +54.5%
MET Metlife Inc 0.5%
Value ($000) $3,253 Shares 60,145 Est. Cost $25.64 Unrealized +27.8%
V Visa Inc - Class A Shares 0.5%
Value ($000) $3,188 Shares 12,159 Est. Cost $40.02 Unrealized +39.1%
Sun Trust Banks Inc 0.5%
Value ($000) $3,093 Shares 73,819 Est. Cost $41.90 Unrealized
ITW Illinois Tool Works Inc 0.5%
Value ($000) $3,046 Shares 32,161 Est. Cost $49.96 Unrealized +40.3%
IBM International Business Machines Corp 0.4%
Value ($000) $2,927 Shares 18,245 Est. Cost $118.59 Unrealized -15.3%
CSM ProShares Credit Suisse 130/30 0.4%
Value ($000) $2,869 Shares 28,430 Est. Cost $99.29 Unrealized
CVX Chevron Corporation 0.4%
Value ($000) $2,853 Shares 25,432 Est. Cost $72.74 Unrealized -3.1%
COF Capital One Financial Corp 0.4%
Value ($000) $2,772 Shares 33,573 Est. Cost $63.11 Unrealized +5.4%
ELV Anthem, Inc. 0.4%
Value ($000) $2,641 Shares 21,020 Est. Cost $105.54 Unrealized 0.0%
NXPI NXP Semiconductors NV 0.4%
Value ($000) $2,581 Shares 33,782 Est. Cost $62.99 Unrealized 0.0%
T AT&T Inc 0.4%
Value ($000) $2,522 Shares 75,087 Est. Cost $11.35 Unrealized +4.0%
RYN Rayonier, Inc. 0.3%
Value ($000) $2,350 Shares 84,088 Est. Cost $55.12 Unrealized
HCA HCA Holdings Inc. 0.3%
Value ($000) $2,236 Shares 30,473 Est. Cost $65.33 Unrealized 0.0%
CHD Church & Dwight Inc 0.3%
Value ($000) $2,187 Shares 27,750 Est. Cost $26.23 Unrealized +21.4%
FTEC Fidelity MSCI Information Technology Index 0.3%
Value ($000) $2,153 Shares 67,915 Est. Cost $31.70 Unrealized
Reynolds American Inc 0.3%
Value ($000) $2,143 Shares 33,338 Est. Cost $48.36 Unrealized
MGA Magna International Inc 0.3%
Value ($000) $2,090 Shares 19,236 Est. Cost $36.89 Unrealized +0.1%
PEP Pepsico Inc 0.3%
Value ($000) $2,065 Shares 21,833 Est. Cost $58.12 Unrealized +18.1%
VOO Vanguard 500 Index Fund 0.3%
Value ($000) $1,989 Shares 10,557 Est. Cost $174.77 Unrealized
IJR iShares S&P SmallCap 600 Index 0.3%
Value ($000) $1,871 Shares 16,404 Est. Cost $90.31 Unrealized
DES WisdomTree SmallCap Dividend Fund 0.3%
Value ($000) $1,846 Shares 26,032 Est. Cost $60.07 Unrealized
MRK Merck & Co Inc New Com 0.3%
Value ($000) $1,802 Shares 31,726 Est. Cost $30.59 Unrealized +28.6%
VEA Vanguard FTSE Developed Markets ETF 0.3%
Value ($000) $1,800 Shares 47,519 Est. Cost $37.25 Unrealized
GILD Gilead Sciences Inc 0.3%
Value ($000) $1,782 Shares 18,906 Est. Cost $44.34 Unrealized +62.0%
PM Philip Morris International Inc 0.3%
Value ($000) $1,753 Shares 21,517 Est. Cost $49.61 Unrealized -0.8%
KMI Kinder Morgan Inc 0.2%
Value ($000) $1,588 Shares 37,532 Est. Cost $22.45 Unrealized 0.0%
AAPL Apple Computer Inc 0.2%
Value ($000) $1,586 Shares 14,369 Est. Cost $18.65 Unrealized +29.2%
MUB MFC ISHARES NATIONAL AMTFREE MUNI 0.2%
Value ($000) $1,542 Shares 13,973 Est. Cost $107.06 Unrealized
KMB Kimberly Clark Corp 0.2%
Value ($000) $1,497 Shares 12,960 Est. Cost $64.27 Unrealized +18.4%
Celgene Corp 0.2%
Value ($000) $1,450 Shares 12,965 Est. Cost $105.31 Unrealized
BOND PIMCO Total Return ETF 0.2%
Value ($000) $1,444 Shares 13,471 Est. Cost $105.48 Unrealized
SLB Schlumberger Ltd 0.2%
Value ($000) $1,418 Shares 16,602 Est. Cost $53.81 Unrealized +25.1%
BRK/B Berkshire Hathaway Inc - CL B 0.2%
Value ($000) $1,390 Shares 9,257 Est. Cost $110.13 Unrealized +31.1%
IQ US Real Estate Small Cap ETF 0.2%
Value ($000) $1,361 Shares 49,525 Est. Cost $24.87 Unrealized
PFF iShares S&P Pref Stk Index Fd 0.2%
Value ($000) $1,359 Shares 34,449 Est. Cost $39.09 Unrealized
ACN Accenture PLC 0.2%
Value ($000) $1,346 Shares 15,074 Est. Cost $65.72 Unrealized +5.4%
OXY Occidental Petroleum Corp Del 0.2%
Value ($000) $1,263 Shares 15,666 Est. Cost $57.87 Unrealized +2.5%
PFE Pfizer Inc 0.2%
Value ($000) $1,253 Shares 40,228 Est. Cost $16.60 Unrealized +8.2%
MDY SPDR S&P Midcap 400 ETF Tr Ser 1 0.2%
Value ($000) $1,226 Shares 4,642 Est. Cost $213.37 Unrealized
HLMEX Harding Loevner Institutional Emerging Mrkts 0.2%
Value ($000) $1,184 Shares 68,036 Est. Cost $18.06 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $1,182 Shares 26,265 Est. Cost $28.98 Unrealized +21.8%
CAT Caterpillar Inc Del 0.2%
Value ($000) $1,127 Shares 12,309 Est. Cost $61.55 Unrealized +19.2%
WM Waste Management Inc 0.2%
Value ($000) $1,126 Shares 21,944 Est. Cost $31.81 Unrealized +22.7%
COP ConocoPhillips 0.2%
Value ($000) $1,124 Shares 16,278 Est. Cost $46.44 Unrealized +5.2%
MO Altria Group Inc 0.2%
Value ($000) $1,115 Shares 22,625 Est. Cost $16.28 Unrealized +46.0%
VO Vanguard Mid-Cap ETF 0.2%
Value ($000) $1,108 Shares 8,965 Est. Cost $103.88 Unrealized
ADP Automatic Data Processing Inc 0.2%
Value ($000) $1,107 Shares 13,273 Est. Cost $46.17 Unrealized +37.6%
BAX Baxter Intl Inc 0.2%
Value ($000) $1,091 Shares 14,884 Est. Cost $30.41 Unrealized +6.2%
BSV Vanguard ST Bond ETF 0.2%
Value ($000) $1,085 Shares 13,573 Est. Cost $79.94 Unrealized
Wisconsin Energy Corp 0.2%
Value ($000) $1,085 Shares 20,575 Est. Cost $40.99 Unrealized
EMR Emerson Elec Co 0.2%
Value ($000) $1,048 Shares 16,983 Est. Cost $40.21 Unrealized +15.4%
AMGN Amgen Inc 0.2%
Value ($000) $1,025 Shares 6,436 Est. Cost $75.86 Unrealized +49.3%
MCD McDonalds Corp 0.2%
Value ($000) $1,013 Shares 10,807 Est. Cost $71.09 Unrealized -0.8%
JPM JPMorgan Chase & Co 0.1%
Value ($000) $979 Shares 15,641 Est. Cost $38.39 Unrealized +16.4%
SPDR S&P International Financial Sector 0.1%
Value ($000) $968 Shares 46,676 Est. Cost $21.90 Unrealized
BDX Becton Dickinson and Company 0.1%
Value ($000) $923 Shares 6,630 Est. Cost $92.70 Unrealized +16.3%
HD Home Depot Inc 0.1%
Value ($000) $917 Shares 8,732 Est. Cost $57.12 Unrealized +31.0%
VZ Verizon Communications Inc 0.1%
Value ($000) $871 Shares 18,614 Est. Cost $27.12 Unrealized +2.0%
AZN AstraZeneca PLC 0.1%
Value ($000) $857 Shares 12,174 Est. Cost $65.77 Unrealized
EQR Equity Residential 0.1%
Value ($000) $841 Shares 11,700 Est. Cost $31.42 Unrealized +27.0%
United Technologies Corp 0.1%
Value ($000) $833 Shares 7,241 Est. Cost $96.00 Unrealized
GIS General Mills Inc 0.1%
Value ($000) $831 Shares 15,587 Est. Cost $31.98 Unrealized +10.2%
WMT Wal Mart Stores Inc 0.1%
Value ($000) $814 Shares 9,473 Est. Cost $20.06 Unrealized +8.8%
Health Care REIT Inc 0.1%
Value ($000) $779 Shares 10,300 Est. Cost $67.03 Unrealized
EOG EOG Res Inc 0.1%
Value ($000) $740 Shares 8,040 Est. Cost $78.99 Unrealized -13.8%
PII Polaris Inds Inc 0.1%
Value ($000) $740 Shares 4,892 Est. Cost $144.52 Unrealized +3.8%
VWO Vanguard Emerging Markets ETF 0.1%
Value ($000) $736 Shares 18,387 Est. Cost $41.70 Unrealized
Lorillard Inc 0.1%
Value ($000) $735 Shares 11,673 Est. Cost $43.67 Unrealized
KO Coca Cola Co 0.1%
Value ($000) $724 Shares 17,153 Est. Cost $27.65 Unrealized +8.7%
KEY KeyCorp 0.1%
Value ($000) $679 Shares 48,864 Est. Cost $6.48 Unrealized +33.0%
BRK/A Berkshire Hathaway Inc 0.1%
Value ($000) $678 Shares 3 Est. Cost $165023.42 Unrealized +31.2%
SUB iShares Short Term National AMT Free Muni Bd 0.1%
Value ($000) $672 Shares 6,343 Est. Cost $106.26 Unrealized
DON WisdomTree MidCap Dividend Fund 0.1%
Value ($000) $624 Shares 7,456 Est. Cost $77.38 Unrealized
NSRGY Nestle S A Sponsored ADR 0.1%
Value ($000) $598 Shares 8,147 Est. Cost $65.47 Unrealized
IWM iShares Tr Russell 2000 Index Fund 0.1%
Value ($000) $597 Shares 4,991 Est. Cost $119.62 Unrealized
Sigma Aldrich Corp 0.1%
Value ($000) $585 Shares 4,265 Est. Cost $80.39 Unrealized
BMY Bristol Myers Squibb Co 0.1%
Value ($000) $534 Shares 9,040 Est. Cost $28.83 Unrealized +35.0%
Dow Chem Co 0.1%
Value ($000) $526 Shares 11,524 Est. Cost $45.22 Unrealized
iShares Gold Trust 0.1%
Value ($000) $515 Shares 45,000 Est. Cost $11.99 Unrealized
AVB AvalonBay Communities Inc 0.1%
Value ($000) $507 Shares 3,100 Est. Cost $87.72 Unrealized +23.4%
Oppenheimer Developing Markets Y 0.1%
Value ($000) $500 Shares 14,253 Est. Cost $39.85 Unrealized
Anadarko Pete Corp 0.1%
Value ($000) $496 Shares 6,018 Est. Cost $86.34 Unrealized
PSA Public Storage Inc 0.1%
Value ($000) $490 Shares 2,650 Est. Cost $97.16 Unrealized +20.7%
RPMGX T. Rowe Price Mid-Cap Growth 0.1%
Value ($000) $481 Shares 6,382 Est. Cost $77.41 Unrealized
XLU Utilities Select Sector SPDR 0.1%
Value ($000) $474 Shares 10,034 Est. Cost $41.75 Unrealized
ED Consolidated Edison Inc 0.1%
Value ($000) $473 Shares 7,162 Est. Cost $37.50 Unrealized +11.6%
SPDR S&P Int'l Industrials 0.1%
Value ($000) $470 Shares 16,363 Est. Cost $28.72 Unrealized
GD General Dynamics Corp 0.1%
Value ($000) $467 Shares 3,397 Est. Cost $95.05 Unrealized +12.6%
DIM WisdomTree International MidCap Dividend Fund 0.1%
Value ($000) $459 Shares 8,249 Est. Cost $52.30 Unrealized
PBA Pembina Pipeline Corp 0.1%
Value ($000) $455 Shares 12,500 Est. Cost $16.65 Unrealized +26.8%
APD Air Prods & Chems Inc 0.1%
Value ($000) $451 Shares 3,125 Est. Cost $61.55 Unrealized +56.4%
PowerShares QQQ Tr Unit Ser 1 ETF 0.1%
Value ($000) $443 Shares 4,287 Est. Cost $76.17 Unrealized
EFX Equifax Inc 0.1%
Value ($000) $437 Shares 5,400 Est. Cost $53.06 Unrealized +30.9%
HON Honeywell International Inc 0.1%
Value ($000) $435 Shares 4,352 Est. Cost $53.13 Unrealized +28.5%
Kellogg Co 0.1%
Value ($000) $434 Shares 6,627 Est. Cost $38.82 Unrealized +4.8%
NVS Novartis AG ADR 0.1%
Value ($000) $424 Shares 4,580 Est. Cost $72.77 Unrealized
AFL AFLAC Inc 0.1%
Value ($000) $422 Shares 6,910 Est. Cost $23.22 Unrealized -2.3%
QCLN First Trust Nasdaq Clean Edge Green Energy 0.1%
Value ($000) $422 Shares 24,490 Est. Cost $18.63 Unrealized
ORCL Oracle Corp 0.1%
Value ($000) $410 Shares 9,124 Est. Cost $27.76 Unrealized +24.3%
TXN Texas Instruments Inc 0.1%
Value ($000) $407 Shares 7,614 Est. Cost $35.14 Unrealized +6.3%
Johnson Controls Inc. 0.1%
Value ($000) $404 Shares 8,352 Est. Cost $43.94 Unrealized
VGK Vanguard European Stock ETF 0.1%
Value ($000) $374 Shares 7,142 Est. Cost $50.57 Unrealized
Government Properties Income 0.1%
Value ($000) $369 Shares 16,050 Est. Cost $25.23 Unrealized
SPDR S&P International HealthCare Sector 0.1%
Value ($000) $361 Shares 7,720 Est. Cost $43.46 Unrealized
Harris Corp 0.1%
Value ($000) $361 Shares 5,020 Est. Cost $66.33 Unrealized
EFA iShares Tr MSCI EAFE Index Fund 0.1%
Value ($000) $357 Shares 5,864 Est. Cost $59.84 Unrealized
CMI Cummins Inc 0.1%
Value ($000) $356 Shares 2,470 Est. Cost $106.06 Unrealized -1.4%
SPDR S&P International Cons Stapl Sector 0.1%
Value ($000) $354 Shares 9,276 Est. Cost $39.18 Unrealized
Google Inc CL A 0.1%
Value ($000) $353 Shares 665 Est. Cost $840.44 Unrealized
Google Inc Cl C 0.1%
Value ($000) $345 Shares 655 Est. Cost $575.92 Unrealized
PSX Phillips 66 0.1%
Value ($000) $345 Shares 4,805 Est. Cost $54.90 Unrealized -10.5%
Kraft Foods Group, Inc. 0.1%
Value ($000) $343 Shares 5,477 Est. Cost $56.39 Unrealized
XHE SPDR S&P Health Care Equipment ETF 0.0%
Value ($000) $331 Shares 3,805 Est. Cost $86.99 Unrealized
AXP American Express Co 0.0%
Value ($000) $317 Shares 3,409 Est. Cost $62.06 Unrealized +23.1%
SPDR S&P International Cons Disc Sector 0.0%
Value ($000) $313 Shares 8,432 Est. Cost $38.51 Unrealized
UNM Unum Group 0.0%
Value ($000) $310 Shares 8,900 Est. Cost $27.94 Unrealized +20.8%
DIS The Walt Disney Company 0.0%
Value ($000) $304 Shares 3,225 Est. Cost $81.30 Unrealized 0.0%
D Dominion Resources Inc Va 0.0%
Value ($000) $304 Shares 3,949 Est. Cost $34.81 Unrealized +29.5%
Bard C R Inc 0.0%
Value ($000) $298 Shares 1,787 Est. Cost $135.51 Unrealized
IWD iShares Russell 1000 Value Index Fund 0.0%
Value ($000) $292 Shares 2,797 Est. Cost $96.53 Unrealized
SO Southern Co 0.0%
Value ($000) $289 Shares 5,880 Est. Cost $27.11 Unrealized +8.8%
Royal Dutch Shell PLC Spons ADR A 0.0%
Value ($000) $289 Shares 4,316 Est. Cost $64.65 Unrealized
SHY iShares Barclays 1-3 Year Treasury Bond Fund 0.0%
Value ($000) $287 Shares 3,404 Est. Cost $84.40 Unrealized
EMB iShares JPMorgan EM Bond Fd 0.0%
Value ($000) $286 Shares 2,609 Est. Cost $111.48 Unrealized
MDLZ Mondelez International, Inc. 0.0%
Value ($000) $282 Shares 7,755 Est. Cost $28.32 Unrealized +0.3%
BAC Bank Of America Corporation 0.0%
Value ($000) $274 Shares 15,317 Est. Cost $12.80 Unrealized +5.9%
YUM Yum Brands Inc 0.0%
Value ($000) $272 Shares 3,737 Est. Cost $40.89 Unrealized +3.3%
HE Hawaiian Electric Industries 0.0%
Value ($000) $268 Shares 8,000 Est. Cost $26.62 Unrealized +9.4%
Goldman Sachs Bric Fund Inst 0.0%
Value ($000) $264 Shares 20,881 Est. Cost $11.59 Unrealized
IGSB iShares Barclays 1-3 Year Credit Bond 0.0%
Value ($000) $262 Shares 2,492 Est. Cost $105.03 Unrealized
GS Goldman Sachs Group Inc 0.0%
Value ($000) $261 Shares 1,347 Est. Cost $120.06 Unrealized +25.7%
VTI Vanguard Total Stock Market ETF 0.0%
Value ($000) $261 Shares 2,462 Est. Cost $97.38 Unrealized
NEU New Market Corporation 0.0%
Value ($000) $254 Shares 629 Est. Cost $252.29 Unrealized +24.1%
Ingersoll-Rand Company Limited 0.0%
Value ($000) $254 Shares 4,000 Est. Cost $56.25 Unrealized
MA MasterCard Inc CL A 0.0%
Value ($000) $250 Shares 2,900 Est. Cost $71.15 Unrealized +7.3%
Ashland Inc 0.0%
Value ($000) $240 Shares 2,000 Est. Cost $104.00 Unrealized
DLN WisdomTree LargeCap Dividend Fund 0.0%
Value ($000) $237 Shares 3,197 Est. Cost $59.83 Unrealized
Gannett Inc 0.0%
Value ($000) $231 Shares 7,225 Est. Cost $24.44 Unrealized
Lassalle Hotel Properties 0.0%
Value ($000) $230 Shares 5,693 Est. Cost $40.40 Unrealized
KIM Kimco Realty Corporation 0.0%
Value ($000) $230 Shares 9,136 Est. Cost $14.35 Unrealized 0.0%
EMC Corporation 0.0%
Value ($000) $219 Shares 7,354 Est. Cost $29.78 Unrealized
Hewlett Packard Co 0.0%
Value ($000) $219 Shares 5,462 Est. Cost $40.10 Unrealized
FSP Franklin STR PPTYS Corp Com 0.0%
Value ($000) $215 Shares 17,552 Est. Cost $12.25 Unrealized
ABBV AbbVie Inc. 0.0%
Value ($000) $213 Shares 3,252 Est. Cost $35.17 Unrealized +14.4%
SYK Stryker Corp 0.0%
Value ($000) $211 Shares 2,237 Est. Cost $77.85 Unrealized 0.0%
VFC V F Corp 0.0%
Value ($000) $208 Shares 2,780 Est. Cost $66.14 Unrealized 0.0%
Cerner Corp 0.0%
Value ($000) $207 Shares 3,200 Est. Cost $64.69 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $206 Shares 2,900 Est. Cost $34.23 Unrealized 0.0%
SPDR S&P International Technology Sector 0.0%
Value ($000) $206 Shares 6,557 Est. Cost $31.42 Unrealized
IDGT iShares S&P N.A. Tech Multi-Media Networking 0.0%
Value ($000) $203 Shares 5,479 Est. Cost $31.35 Unrealized
Praxair Inc 0.0%
Value ($000) $203 Shares 1,564 Est. Cost $129.80 Unrealized
SPDR S&P International Utilities Sector 0.0%
Value ($000) $179 Shares 10,100 Est. Cost $17.72 Unrealized
ICLN iShares Global Clean Energy 0.0%
Value ($000) $173 Shares 17,923 Est. Cost $9.65 Unrealized
MFIN Medallion Financial Corp 0.0%
Value ($000) $100 Shares 10,000 Est. Cost $8.88 Unrealized -16.0%