MONETARY MANAGEMENT GROUP INC Diversified Active

CIK: 0001133014 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 13, 2017

Total Value ($000): $216,452 (100.0% shares, 0.0% debt)

Holdings (305)

AAPL Apple Inc Com 3.8%
Value ($000) $8,258 Shares 71,298 Est. Cost $18.71 Unrealized +39.4%
MSFT Microsoft Corp 3.0%
Value ($000) $6,581 Shares 105,898 Est. Cost $37.14 Unrealized +45.2%
Walgreen Boots Alliance Inc. 2.7%
Value ($000) $5,774 Shares 69,770 Est. Cost $76.76 Unrealized
HD Home Depot Inc 2.4%
Value ($000) $5,102 Shares 38,051 Est. Cost $61.57 Unrealized +67.9%
CVS CVS Health Corporation 2.1%
Value ($000) $4,517 Shares 57,245 Est. Cost $43.58 Unrealized +40.1%
PEP Pepsico Inc 2.0%
Value ($000) $4,394 Shares 41,995 Est. Cost $58.00 Unrealized +36.8%
JPM J P Morgan/Chase 1.9%
Value ($000) $4,207 Shares 48,750 Est. Cost $43.48 Unrealized +37.7%
FDX Federal Express 1.9%
Value ($000) $4,061 Shares 21,810 Est. Cost $134.82 Unrealized +17.4%
AMZN Amazon.Com Inc 1.8%
Value ($000) $3,964 Shares 5,286 Est. Cost $23.70 Unrealized +65.3%
Broadcom LTD 1.8%
Value ($000) $3,944 Shares 22,309 Est. Cost $155.21 Unrealized
T AT&T 1.8%
Value ($000) $3,843 Shares 90,357 Est. Cost $12.03 Unrealized +28.4%
Dow Chemical Co. 1.7%
Value ($000) $3,653 Shares 63,845 Est. Cost $51.92 Unrealized
META Facebook Inc Cl A 1.6%
Value ($000) $3,472 Shares 30,175 Est. Cost $69.59 Unrealized +75.3%
SBUX Starbucks Corp 1.6%
Value ($000) $3,440 Shares 61,960 Est. Cost $42.98 Unrealized +6.0%
CMCSA Comcast Corp Cl A 1.5%
Value ($000) $3,330 Shares 48,223 Est. Cost $16.68 Unrealized +60.7%
AMGN Amgen Inc 1.5%
Value ($000) $3,276 Shares 22,403 Est. Cost $91.76 Unrealized +24.6%
Alphabet Inc (A) 1.5%
Value ($000) $3,243 Shares 4,092 Est. Cost $644.88 Unrealized
Vantiv Inc Cl A 1.5%
Value ($000) $3,243 Shares 54,390 Est. Cost $40.42 Unrealized
NWL Newell Brands Inc. 1.5%
Value ($000) $3,179 Shares 71,195 Est. Cost $31.24 Unrealized +4.7%
V Visa Inc Com Cl A 1.5%
Value ($000) $3,177 Shares 40,725 Est. Cost $62.17 Unrealized +21.4%
UNH Unitedhealth Group Inc 1.4%
Value ($000) $3,006 Shares 18,780 Est. Cost $81.91 Unrealized +57.7%
HON Honeywell International 1.4%
Value ($000) $2,940 Shares 25,375 Est. Cost $58.26 Unrealized +44.5%
Suntrust Bks Inc 1.4%
Value ($000) $2,936 Shares 53,525 Est. Cost $39.16 Unrealized
ABBV Abbvie Inc. 1.3%
Value ($000) $2,851 Shares 45,525 Est. Cost $33.39 Unrealized +25.2%
Celgene Corp 1.3%
Value ($000) $2,748 Shares 23,740 Est. Cost $104.20 Unrealized
Aetna Inc 1.2%
Value ($000) $2,702 Shares 21,790 Est. Cost $70.76 Unrealized
NKE Nike Inc Cl B 1.2%
Value ($000) $2,691 Shares 52,950 Est. Cost $46.05 Unrealized -1.0%
BMY Bristol-Myers 1.2%
Value ($000) $2,632 Shares 45,034 Est. Cost $37.86 Unrealized +4.4%
DIS Disney Walt Co. 1.2%
Value ($000) $2,613 Shares 25,075 Est. Cost $98.30 Unrealized -7.7%
LUV Southwest Airlines 1.2%
Value ($000) $2,610 Shares 52,375 Est. Cost $37.04 Unrealized +8.4%
Allergan 1.2%
Value ($000) $2,588 Shares 12,325 Est. Cost $290.36 Unrealized
BA Boeing 1.2%
Value ($000) $2,566 Shares 16,485 Est. Cost $120.25 Unrealized +12.3%
GILD Gilead Sciences Inc 1.2%
Value ($000) $2,496 Shares 34,850 Est. Cost $52.12 Unrealized +2.1%
EXPE Expedia Inc 1.1%
Value ($000) $2,455 Shares 21,670 Est. Cost $79.75 Unrealized +46.4%
VZ Verizon Communications 1.1%
Value ($000) $2,350 Shares 44,024 Est. Cost $27.41 Unrealized +13.0%
OLN Olin Corporation 1.1%
Value ($000) $2,338 Shares 91,300 Est. Cost $12.01 Unrealized +53.3%
JNJ Johnson & Johnson 1.1%
Value ($000) $2,284 Shares 19,825 Est. Cost $62.98 Unrealized +42.4%
Alphabet Inc (C) 1.1%
Value ($000) $2,275 Shares 2,947 Est. Cost $614.42 Unrealized
ZBH Zimmer Biomet Hold. 1.0%
Value ($000) $2,069 Shares 20,050 Est. Cost $108.96 Unrealized -8.7%
ASH Ashland Inc New 0.9%
Value ($000) $2,045 Shares 18,715 Est. Cost $49.34 Unrealized -3.9%
EFX Equifax Inc 0.9%
Value ($000) $1,960 Shares 16,575 Est. Cost $56.36 Unrealized +99.2%
ORCL Oracle Corp 0.9%
Value ($000) $1,952 Shares 50,760 Est. Cost $27.68 Unrealized +23.3%
IWD I Shares Russell 1000 Value Index 0.9%
Value ($000) $1,926 Shares 17,190 Est. Cost $96.66 Unrealized
SLB Schlumberger Ltd 0.8%
Value ($000) $1,682 Shares 20,040 Est. Cost $65.28 Unrealized -3.4%
GD General Dynamics 0.8%
Value ($000) $1,670 Shares 9,675 Est. Cost $126.20 Unrealized +6.3%
CTSH Cognizant Tech Solutions 0.8%
Value ($000) $1,643 Shares 29,325 Est. Cost $39.68 Unrealized +19.6%
TMO Thermo Fischer Corp 0.8%
Value ($000) $1,640 Shares 11,625 Est. Cost $81.88 Unrealized +75.5%
PG Procter & Gamble 0.7%
Value ($000) $1,589 Shares 18,893 Est. Cost $57.14 Unrealized +16.8%
Proshares Ultrashort Qqq 0.7%
Value ($000) $1,563 Shares 65,300 Est. Cost $29.61 Unrealized
IWF I Shares Tr Russell 1000 Growth Index 0.7%
Value ($000) $1,531 Shares 14,595 Est. Cost $89.55 Unrealized
LMT Lockheed Martin Corp 0.7%
Value ($000) $1,523 Shares 6,095 Est. Cost $104.00 Unrealized +88.4%
XOM Exxon Mobil Corp 0.7%
Value ($000) $1,490 Shares 16,506 Est. Cost $54.00 Unrealized +7.7%
CVX Chevron Corp 0.7%
Value ($000) $1,479 Shares 12,566 Est. Cost $72.00 Unrealized +2.5%
INTC Intel Corporation 0.6%
Value ($000) $1,334 Shares 36,792 Est. Cost $20.13 Unrealized +44.8%
EMN Eastman Chem Co 0.6%
Value ($000) $1,331 Shares 17,700 Est. Cost $49.78 Unrealized +7.1%
WFC Wells Fargo 0.6%
Value ($000) $1,316 Shares 23,873 Est. Cost $32.14 Unrealized +21.5%
LLY Eli Lilly And Co. 0.6%
Value ($000) $1,240 Shares 16,860 Est. Cost $44.38 Unrealized +44.7%
PFE Pfizer, Inc. 0.6%
Value ($000) $1,206 Shares 37,145 Est. Cost $18.38 Unrealized +11.5%
MCK Mckesson Corp 0.6%
Value ($000) $1,200 Shares 8,544 Est. Cost $163.84 Unrealized -16.5%
Microsemi Corp 0.5%
Value ($000) $1,178 Shares 21,825 Est. Cost $41.97 Unrealized
PM Philip Morris Intl Inc 0.5%
Value ($000) $1,169 Shares 12,775 Est. Cost $49.29 Unrealized +18.2%
IWM I Shares Russell 2000 Index Fd 0.5%
Value ($000) $1,162 Shares 8,615 Est. Cost $107.66 Unrealized
USB US Bancorp 0.5%
Value ($000) $1,070 Shares 20,830 Est. Cost $22.76 Unrealized +48.4%
Select Sector SPDR Financial 0.5%
Value ($000) $1,046 Shares 45,000 Est. Cost $22.97 Unrealized
HUM Humana Inc. 0.4%
Value ($000) $928 Shares 4,550 Est. Cost $75.31 Unrealized +134.8%
United Technologies 0.4%
Value ($000) $893 Shares 8,150 Est. Cost $103.93 Unrealized
MDT Medtronic PLC 0.4%
Value ($000) $881 Shares 12,362 Est. Cost $53.02 Unrealized +17.6%
General Electric Company 0.4%
Value ($000) $870 Shares 27,527 Est. Cost $24.17 Unrealized
ABT Abbott Labs 0.4%
Value ($000) $852 Shares 22,175 Est. Cost $30.93 Unrealized +8.8%
Discover Finl Svcs 0.4%
Value ($000) $847 Shares 11,750 Est. Cost $47.73 Unrealized
QCOM Qualcomm Inc 0.4%
Value ($000) $831 Shares 12,750 Est. Cost $43.99 Unrealized +18.8%
IBM IBM Corp 0.4%
Value ($000) $823 Shares 4,957 Est. Cost $104.08 Unrealized -1.0%
MRK Merck & Co., Inc. 0.4%
Value ($000) $786 Shares 13,344 Est. Cost $35.60 Unrealized +23.8%
IWR Ishares Russell Midcap Index Fund 0.4%
Value ($000) $758 Shares 4,240 Est. Cost $146.74 Unrealized
MCD Mcdonald's Corporation 0.3%
Value ($000) $749 Shares 6,150 Est. Cost $76.60 Unrealized +23.1%
Dnp Select Income Fund Inc. 0.3%
Value ($000) $727 Shares 71,100 Est. Cost $9.85 Unrealized
Westrock Company 0.3%
Value ($000) $674 Shares 13,275 Est. Cost $43.10 Unrealized
Priceline Grp Inc 0.3%
Value ($000) $671 Shares 458 Est. Cost $1209.91 Unrealized
Monsanto Company 0.3%
Value ($000) $587 Shares 5,578 Est. Cost $102.57 Unrealized
CL Colgate Palmolive 0.3%
Value ($000) $584 Shares 8,925 Est. Cost $45.09 Unrealized +22.8%
MO Altria Group, Inc. 0.3%
Value ($000) $573 Shares 8,476 Est. Cost $17.80 Unrealized +90.9%
AFL Aflac 0.3%
Value ($000) $564 Shares 8,100 Est. Cost $20.11 Unrealized +41.5%
Select SPDR Tr Energy 0.3%
Value ($000) $550 Shares 7,300 Est. Cost $69.92 Unrealized
BAC Bankamerica Corp 0.3%
Value ($000) $543 Shares 24,550 Est. Cost $15.22 Unrealized +3.0%
EPD Enterprise Prods Partners Lp 0.2%
Value ($000) $536 Shares 19,828 Est. Cost $47.93 Unrealized
ADP Automatic Data Processing 0.2%
Value ($000) $527 Shares 5,125 Est. Cost $48.88 Unrealized +57.0%
SPG Simon Property Group 0.2%
Value ($000) $519 Shares 2,920 Est. Cost $114.01 Unrealized +0.7%
BB&T Corp 0.2%
Value ($000) $514 Shares 10,925 Est. Cost $47.05 Unrealized
Public Storage 0.2%
Value ($000) $511 Shares 2,285 Est. Cost $223.63 Unrealized
Harris Corp 0.2%
Value ($000) $507 Shares 4,950 Est. Cost $49.19 Unrealized
Johnson Controls International Plc 0.2%
Value ($000) $502 Shares 12,176 Est. Cost $46.49 Unrealized
MDLZ Mondelez Intl Inc 0.2%
Value ($000) $498 Shares 11,244 Est. Cost $23.30 Unrealized +49.1%
Express Scripts Hldg Co 0.2%
Value ($000) $477 Shares 6,935 Est. Cost $71.09 Unrealized
Columbia Pipeline Partners L.P. 0.2%
Value ($000) $473 Shares 27,600 Est. Cost $17.18 Unrealized
SPY Standard & Poors Dep Rec Trust 0.2%
Value ($000) $459 Shares 2,055 Est. Cost $203.40 Unrealized
KO Coca Cola Co 0.2%
Value ($000) $457 Shares 11,025 Est. Cost $27.70 Unrealized +12.7%
SO Southern Co. 0.2%
Value ($000) $456 Shares 9,276 Est. Cost $27.35 Unrealized +22.7%
COP Conocophillips 0.2%
Value ($000) $449 Shares 8,954 Est. Cost $43.75 Unrealized -20.5%
SYK Stryker Corp 0.2%
Value ($000) $443 Shares 3,700 Est. Cost $68.12 Unrealized +52.6%
Powershares Financial 0.2%
Value ($000) $438 Shares 24,400 Est. Cost $18.72 Unrealized
NOC Northrop Grumman Corp 0.2%
Value ($000) $413 Shares 1,775 Est. Cost $66.82 Unrealized +200.3%
WMT Wal Mart Stores, Inc. 0.2%
Value ($000) $408 Shares 5,900 Est. Cost $19.45 Unrealized +2.4%
NI Nisource Inc 0.2%
Value ($000) $402 Shares 18,150 Est. Cost $10.09 Unrealized +64.5%
CAT Caterpillar Inc. 0.2%
Value ($000) $398 Shares 4,295 Est. Cost $63.30 Unrealized +16.5%
PSX Phillips 66 0.2%
Value ($000) $395 Shares 4,577 Est. Cost $40.44 Unrealized +45.1%
Cigna Corp 0.2%
Value ($000) $394 Shares 2,950 Est. Cost $72.69 Unrealized
MA Mastercard Inc. 0.2%
Value ($000) $387 Shares 3,750 Est. Cost $73.39 Unrealized +33.9%
CSCO Cisco Systems Inc. 0.2%
Value ($000) $382 Shares 12,625 Est. Cost $16.70 Unrealized +38.0%
MPLX Com Unit Rep LTD 0.2%
Value ($000) $379 Shares 10,950 Est. Cost $36.10 Unrealized
WELL Welltower Inc. 0.2%
Value ($000) $375 Shares 5,600 Est. Cost $44.60 Unrealized +6.0%
ELV Anthem Inc. 0.2%
Value ($000) $367 Shares 2,550 Est. Cost $107.85 Unrealized +9.9%
ITW Illinois Tool Works 0.2%
Value ($000) $355 Shares 2,900 Est. Cost $50.92 Unrealized +90.8%
Nextera Energy Partners LP 0.2%
Value ($000) $351 Shares 13,750 Est. Cost $30.40 Unrealized
DUK Duke Energy Corp. 0.2%
Value ($000) $348 Shares 4,482 Est. Cost $43.76 Unrealized +20.3%
Aramark 0.2%
Value ($000) $343 Shares 9,600 Est. Cost $33.09 Unrealized
LOW Lowes Companies 0.2%
Value ($000) $342 Shares 4,815 Est. Cost $57.90 Unrealized +3.3%
Lab Corp. Of America Holdings 0.2%
Value ($000) $340 Shares 2,650 Est. Cost $100.08 Unrealized
NEE Nextera Energy Inc. 0.2%
Value ($000) $339 Shares 2,835 Est. Cost $15.22 Unrealized +55.8%
IVV I Shares S&P 500 Index 0.2%
Value ($000) $326 Shares 1,450 Est. Cost $207.00 Unrealized
CB Chubb LTD 0.1%
Value ($000) $307 Shares 2,325 Est. Cost $94.03 Unrealized +15.3%
TJX TJX Cos Inc New Com 0.1%
Value ($000) $299 Shares 3,975 Est. Cost $24.18 Unrealized +37.5%
EMR Emerson Electric 0.1%
Value ($000) $294 Shares 5,280 Est. Cost $43.07 Unrealized -0.5%
EFA Ishares MSCI Eafe Index Fd 0.1%
Value ($000) $294 Shares 5,095 Est. Cost $59.52 Unrealized
THO Thor Industries Inc. 0.1%
Value ($000) $283 Shares 2,825 Est. Cost $75.21 Unrealized 0.0%
DE Deere & Company 0.1%
Value ($000) $276 Shares 2,675 Est. Cost $68.93 Unrealized +18.1%
GS Goldman Sachs 0.1%
Value ($000) $260 Shares 1,085 Est. Cost $143.68 Unrealized +16.8%
GEL Genesis Energy 0.1%
Value ($000) $253 Shares 7,035 Est. Cost $50.67 Unrealized
Bank Of The Ozarks 0.1%
Value ($000) $248 Shares 4,720 Est. Cost $52.54 Unrealized
MET Metlife Inc Com 0.1%
Value ($000) $243 Shares 4,500 Est. Cost $26.84 Unrealized +25.6%
BP British Petroleum Ads 0.1%
Value ($000) $242 Shares 6,466 Est. Cost $39.59 Unrealized
BIIB Biogen Idec Inc. 0.1%
Value ($000) $227 Shares 800 Est. Cost $328.69 Unrealized -9.8%
NSC Norfolk Southern 0.1%
Value ($000) $222 Shares 2,050 Est. Cost $62.49 Unrealized +34.4%
ED Consolidated Edison 0.1%
Value ($000) $221 Shares 3,000 Est. Cost $37.74 Unrealized +37.9%
Communications Sales & Leasing Inc 0.1%
Value ($000) $221 Shares 8,700 Est. Cost $31.41 Unrealized
EEM I Shares MSCI Emerg Mkts 0.1%
Value ($000) $210 Shares 6,000 Est. Cost $38.47 Unrealized
KMB Kimberly Clark Corp. 0.1%
Value ($000) $208 Shares 1,825 Est. Cost $66.94 Unrealized +26.3%
IDU I Shares Dow Jones Utility Sector 0.1%
Value ($000) $207 Shares 1,700 Est. Cost $126.71 Unrealized
3M Company 0.1%
Value ($000) $205 Shares 1,150 Est. Cost $140.46 Unrealized
Ingevity Corp 0.1%
Value ($000) $203 Shares 3,709 Est. Cost $43.74 Unrealized
Raytheon Corp. 0.1%
Value ($000) $198 Shares 1,395 Est. Cost $125.92 Unrealized
Real Estate Select Sector SPDR Fund 0.1%
Value ($000) $198 Shares 6,432 Est. Cost $32.69 Unrealized
Spire, Inc. (formerly Laclede Gas) 0.1%
Value ($000) $197 Shares 3,050 Est. Cost $70.74 Unrealized
D Dominion Resources 0.1%
Value ($000) $191 Shares 2,500 Est. Cost $37.68 Unrealized +31.2%
VOD Vodafone Group Plc Spon Adr 0.1%
Value ($000) $189 Shares 7,730 Est. Cost $32.47 Unrealized
Holly Energy Partners, Lp 0.1%
Value ($000) $186 Shares 5,800 Est. Cost $34.66 Unrealized
AZN Astrazeneca Plc 0.1%
Value ($000) $184 Shares 6,750 Est. Cost $53.42 Unrealized
CLX Clorox Co-Del 0.1%
Value ($000) $180 Shares 1,500 Est. Cost $60.61 Unrealized +49.9%
COR Amerisourcebergen Corp 0.1%
Value ($000) $176 Shares 2,250 Est. Cost $75.15 Unrealized -21.8%
ACN Accenture Plc Ireland 0.1%
Value ($000) $176 Shares 1,500 Est. Cost $66.13 Unrealized +56.0%
St Jude Med Inc 0.1%
Value ($000) $172 Shares 2,150 Est. Cost $45.88 Unrealized
VYM Vanguard High Div Yield Index 0.1%
Value ($000) $172 Shares 2,275 Est. Cost $69.04 Unrealized
CAG Conagra, Inc. 0.1%
Value ($000) $170 Shares 4,300 Est. Cost $17.58 Unrealized +52.8%
AEP American Electric Power Company, Inc. 0.1%
Value ($000) $164 Shares 2,602 Est. Cost $31.06 Unrealized +43.9%
VMC Vulcan Materials Co 0.1%
Value ($000) $163 Shares 1,300 Est. Cost $104.56 Unrealized +6.8%
TRV The Travelers Companies 0.1%
Value ($000) $163 Shares 1,330 Est. Cost $63.44 Unrealized +47.3%
ADM Archer-Daniels-Midld 0.1%
Value ($000) $160 Shares 3,500 Est. Cost $24.34 Unrealized +38.8%
KHC Kraft Heinz (The) 0.1%
Value ($000) $156 Shares 1,783 Est. Cost $47.92 Unrealized +17.8%
Magellan Midstream Lp 0.1%
Value ($000) $151 Shares 2,000 Est. Cost $68.98 Unrealized
Nuveen Quality Municipal Income Fund 0.1%
Value ($000) $147 Shares 10,504 Est. Cost $15.05 Unrealized
BRK/B Berkshire Hathaway Class B 0.1%
Value ($000) $147 Shares 900 Est. Cost $114.99 Unrealized +33.9%
Anadarko Petroleum 0.1%
Value ($000) $146 Shares 2,100 Est. Cost $83.29 Unrealized
Reynolds American Inc. 0.1%
Value ($000) $140 Shares 2,500 Est. Cost $46.55 Unrealized
C Citigroup 0.1%
Value ($000) $138 Shares 2,320 Est. Cost $40.14 Unrealized +1.2%
Select Sector Spider Con Disc 0.1%
Value ($000) $133 Shares 1,630 Est. Cost $81.40 Unrealized
HIG Hartford Financial Services 0.1%
Value ($000) $132 Shares 2,760 Est. Cost $28.66 Unrealized +31.3%
EOG EOG Resources Inc 0.1%
Value ($000) $131 Shares 1,300 Est. Cost $65.78 Unrealized +10.0%
NVO Novo Nordisk Inc. 0.1%
Value ($000) $129 Shares 3,600 Est. Cost $64.94 Unrealized
Phillips 66 Partners LP 0.1%
Value ($000) $126 Shares 2,600 Est. Cost $54.14 Unrealized
KSS Kohls Corp 0.1%
Value ($000) $126 Shares 2,550 Est. Cost $46.37 Unrealized +6.7%
General American Invts Co 0.1%
Value ($000) $126 Shares 4,048 Est. Cost $35.12 Unrealized
Reaves Utility Inc. Tr 0.1%
Value ($000) $123 Shares 4,000 Est. Cost $28.40 Unrealized
NVS Novartis Ag 0.1%
Value ($000) $120 Shares 1,643 Est. Cost $88.86 Unrealized
Spider Dow Jones REIT 0.1%
Value ($000) $117 Shares 1,250 Est. Cost $96.80 Unrealized
SHW Sherwin Williams Company 0.1%
Value ($000) $114 Shares 425 Est. Cost $79.84 Unrealized +1.9%
CPB Campbell Soup Company 0.1%
Value ($000) $112 Shares 1,850 Est. Cost $28.64 Unrealized +45.6%
BLX Banco Latinoamericano De Comercio 0.1%
Value ($000) $112 Shares 3,800 Est. Cost $16.22 Unrealized 0.0%
ORLY O'Reilly Automotive Inc. 0.1%
Value ($000) $111 Shares 400 Est. Cost $16.16 Unrealized +13.0%
DHR Danaher 0.1%
Value ($000) $109 Shares 1,400 Est. Cost $35.31 Unrealized +88.0%
AEE Ameren Corp 0.0%
Value ($000) $108 Shares 2,059 Est. Cost $23.85 Unrealized +59.5%
Anheuser Busch Inbev 0.0%
Value ($000) $105 Shares 1,000 Est. Cost $114.14 Unrealized
WEC WEC Energy Group Inc. 0.0%
Value ($000) $103 Shares 1,764 Est. Cost $34.80 Unrealized +22.9%
DVY ISHARES SELECT DIVIDEND 0.0%
Value ($000) $100 Shares 1,125 Est. Cost $88.89 Unrealized
Standard & Poors Midcap 400 0.0%
Value ($000) $98 Shares 325 Est. Cost $261.54 Unrealized
Nuveen Enhanced AMT Free Muni Credit Op 0.0%
Value ($000) $96 Shares 6,621 Est. Cost $16.28 Unrealized
Hanesbrands Inc. 0.0%
Value ($000) $93 Shares 4,300 Est. Cost $25.29 Unrealized
AMT American Tower Corp 0.0%
Value ($000) $92 Shares 875 Est. Cost $82.94 Unrealized +4.1%
STZ Constellation Brands Inc. Cl A 0.0%
Value ($000) $92 Shares 600 Est. Cost $138.20 Unrealized 0.0%
Du Pont E I De Nemours & Co 0.0%
Value ($000) $92 Shares 1,250 Est. Cost $53.50 Unrealized
GEO Geo Group Inc. New 0.0%
Value ($000) $86 Shares 2,400 Est. Cost $13.55 Unrealized -5.1%
CMI Cummins Inc. 0.0%
Value ($000) $85 Shares 625 Est. Cost $101.42 Unrealized +3.8%
HXL Hexcel Corp 0.0%
Value ($000) $82 Shares 1,600 Est. Cost $43.73 Unrealized +10.0%
APH Amphenol Corp 0.0%
Value ($000) $81 Shares 1,200 Est. Cost $11.60 Unrealized +31.6%
MAR Marriott International 0.0%
Value ($000) $81 Shares 975 Est. Cost $59.55 Unrealized +16.5%
BF/B Brown Forman Cl B 0.0%
Value ($000) $81 Shares 1,800 Est. Cost $31.28 Unrealized -1.0%
Rockwell Collins 0.0%
Value ($000) $79 Shares 850 Est. Cost $68.51 Unrealized
IUSG I Shares Russell 3000 Growth Index Fund 0.0%
Value ($000) $79 Shares 1,850 Est. Cost $61.69 Unrealized
IGSB ISHARES 1 TO 3 YEAR CREDIT BOND 0.0%
Value ($000) $79 Shares 750 Est. Cost $105.33 Unrealized
MTB M & T Bank Corp 0.0%
Value ($000) $78 Shares 500 Est. Cost $88.34 Unrealized +17.8%
IJS IShares S&P Small Cap 600 0.0%
Value ($000) $77 Shares 550 Est. Cost $118.18 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $74 Shares 1,750 Est. Cost $25.00 Unrealized +16.6%
Depomed 0.0%
Value ($000) $74 Shares 4,100 Est. Cost $15.39 Unrealized
PRU Prudential Financial 0.0%
Value ($000) $70 Shares 675 Est. Cost $51.36 Unrealized +21.9%
CDK Global Inc. 0.0%
Value ($000) $70 Shares 1,166 Est. Cost $40.83 Unrealized
AME Ametek Inc. 0.0%
Value ($000) $70 Shares 1,450 Est. Cost $41.48 Unrealized +7.5%
Nuveen Amt Free Muni Inc Fund 0.0%
Value ($000) $68 Shares 5,076 Est. Cost $14.58 Unrealized
Centurylink 0.0%
Value ($000) $65 Shares 2,750 Est. Cost $35.22 Unrealized
CBSH Commerce Bancshares Inc. 0.0%
Value ($000) $64 Shares 1,105 Est. Cost $24.76 Unrealized +39.4%
XLK Sector Spdr Tr Shs Ben Int Technology 0.0%
Value ($000) $63 Shares 1,300 Est. Cost $47.42 Unrealized
ADNT Adient PLC 0.0%
Value ($000) $63 Shares 1,083 Est. Cost $50.50 Unrealized 0.0%
IUSV I Shares Russell 3000 Val Index 0.0%
Value ($000) $63 Shares 1,275 Est. Cost $75.56 Unrealized
IYF Ishares U.S. Financials ETF 0.0%
Value ($000) $61 Shares 600 Est. Cost $86.67 Unrealized
Eaton Vance Sr. Fltg Rate Fd 0.0%
Value ($000) $59 Shares 4,000 Est. Cost $12.50 Unrealized
MGEE Mge Energy 0.0%
Value ($000) $59 Shares 900 Est. Cost $28.62 Unrealized +72.3%
SJM Smucker Jm Co 0.0%
Value ($000) $58 Shares 450 Est. Cost $70.84 Unrealized +37.8%
VLO Valero Energy Corp 0.0%
Value ($000) $58 Shares 850 Est. Cost $24.20 Unrealized +76.8%
APD Air Products & Chemicals 0.0%
Value ($000) $58 Shares 400 Est. Cost $83.89 Unrealized +33.1%
AWK American Waterworks Co 0.0%
Value ($000) $58 Shares 800 Est. Cost $32.75 Unrealized +85.6%
GIS General Mills Inc. 0.0%
Value ($000) $55 Shares 890 Est. Cost $40.78 Unrealized +10.0%
MFS Intermediate 0.0%
Value ($000) $55 Shares 12,300 Est. Cost $5.74 Unrealized
Kellogg 0.0%
Value ($000) $55 Shares 750 Est. Cost $41.75 Unrealized +19.9%
Adams Diversified Equity Fund 0.0%
Value ($000) $52 Shares 4,129 Est. Cost $13.12 Unrealized
ALL Allstate Corporation 0.0%
Value ($000) $52 Shares 700 Est. Cost $41.10 Unrealized +39.8%
New York Community Bank 0.0%
Value ($000) $51 Shares 3,200 Est. Cost $14.00 Unrealized
IWN I Shares Russell 2000 Value 0.0%
Value ($000) $49 Shares 415 Est. Cost $102.91 Unrealized
SNY Sanofi Aventis Sponsored Adr 0.0%
Value ($000) $49 Shares 1,200 Est. Cost $51.41 Unrealized
UGI Ugi Corp 0.0%
Value ($000) $48 Shares 1,050 Est. Cost $30.53 Unrealized +46.6%
Marathon Oil Corp. 0.0%
Value ($000) $48 Shares 2,750 Est. Cost $12.61 Unrealized
Sunoco Logistics Partners Lp 0.0%
Value ($000) $48 Shares 2,000 Est. Cost $55.50 Unrealized
Total S.A. 0.0%
Value ($000) $48 Shares 950 Est. Cost $61.57 Unrealized
S&W Seed Company 0.0%
Value ($000) $46 Shares 10,000 Est. Cost $4.64 Unrealized
MPC Marathon Pete Corp 0.0%
Value ($000) $45 Shares 900 Est. Cost $32.07 Unrealized +6.7%
DOV Dover Corp 0.0%
Value ($000) $45 Shares 600 Est. Cost $53.52 Unrealized -7.0%
DTEGY Deutsche Telekom Ag 0.0%
Value ($000) $43 Shares 2,500 Est. Cost $16.67 Unrealized
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $42 Shares 1,097 Est. Cost $29.75 Unrealized 0.0%
TM Toyota Motor Corp. 0.0%
Value ($000) $41 Shares 350 Est. Cost $120.00 Unrealized
Select SPDR Materials (XLB) 0.0%
Value ($000) $41 Shares 820 Est. Cost $50.00 Unrealized
TROW Price T Rowe Associates 0.0%
Value ($000) $41 Shares 550 Est. Cost $47.69 Unrealized +6.2%
China Mobile Hk Ltd 0.0%
Value ($000) $39 Shares 750 Est. Cost $52.00 Unrealized
Glaxosmithkline Plc Adr 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $42.85 Unrealized
Fortive Corp 0.0%
Value ($000) $38 Shares 700 Est. Cost $51.43 Unrealized
ETR Entergy Corp 0.0%
Value ($000) $37 Shares 500 Est. Cost $19.54 Unrealized +29.2%
Enbridge Energy Management Llc 0.0%
Value ($000) $36 Shares 1,401 Est. Cost $29.38 Unrealized
Edgewell Pers Care Co 0.0%
Value ($000) $36 Shares 500 Est. Cost $78.33 Unrealized
Tesoro Logistics Lp 0.0%
Value ($000) $36 Shares 700 Est. Cost $50.00 Unrealized
GWW Grainger W W Inc. 0.0%
Value ($000) $35 Shares 150 Est. Cost $212.39 Unrealized -8.6%
Aqua America Inc 0.0%
Value ($000) $34 Shares 1,125 Est. Cost $23.27 Unrealized
GGG Graco Inc. 0.0%
Value ($000) $33 Shares 400 Est. Cost $16.98 Unrealized +37.7%
SYY Sysco Corp. 0.0%
Value ($000) $33 Shares 600 Est. Cost $24.75 Unrealized +65.5%
Skechers 0.0%
Value ($000) $32 Shares 1,300 Est. Cost $29.72 Unrealized
XEL Xcel Energy 0.0%
Value ($000) $32 Shares 775 Est. Cost $21.34 Unrealized +41.1%
OXY Occidental Petro Corp 0.0%
Value ($000) $32 Shares 450 Est. Cost $63.27 Unrealized -13.1%
PNW Pinnacle West Capital 0.0%
Value ($000) $31 Shares 400 Est. Cost $33.65 Unrealized +55.2%
Redhill Biopharma Ltd 0.0%
Value ($000) $31 Shares 3,000 Est. Cost $17.50 Unrealized
RITM New Residential Investment Corp 0.0%
Value ($000) $31 Shares 2,000 Est. Cost $14.00 Unrealized
Select SPDR Tr Health Care Sector 0.0%
Value ($000) $29 Shares 415 Est. Cost $71.17 Unrealized
TR Tootsie Roll Inds Inc. 0.0%
Value ($000) $26 Shares 664 Est. Cost $22.29 Unrealized +36.6%
PFG Principal Group 0.0%
Value ($000) $26 Shares 450 Est. Cost $30.95 Unrealized +28.5%
Northwest Natural Gas Co. 0.0%
Value ($000) $24 Shares 400 Est. Cost $44.29 Unrealized
O Realty Income Corp 0.0%
Value ($000) $23 Shares 400 Est. Cost $35.07 Unrealized +3.7%
ESE Esco Technologies 0.0%
Value ($000) $23 Shares 413 Est. Cost $35.93 Unrealized +37.3%
SWKS Skyworks Solutions 0.0%
Value ($000) $22 Shares 300 Est. Cost $64.16 Unrealized -1.2%
ENR Energizer Holdings Inc. 0.0%
Value ($000) $22 Shares 500 Est. Cost $28.77 Unrealized +17.1%
NSRGY Nestles Sa Spons Adr 0.0%
Value ($000) $22 Shares 300 Est. Cost $66.29 Unrealized
AVB Avalonbay Communities Inc. 0.0%
Value ($000) $22 Shares 125 Est. Cost $112.50 Unrealized +9.7%
COF Capital One Financial Corp 0.0%
Value ($000) $22 Shares 250 Est. Cost $63.06 Unrealized +9.0%
Foot Locker Inc. 0.0%
Value ($000) $21 Shares 300 Est. Cost $58.24 Unrealized
HCP Inc. 0.0%
Value ($000) $21 Shares 700 Est. Cost $36.68 Unrealized
IBB I Shares Nasdaq Bitotech Fd 0.0%
Value ($000) $20 Shares 75 Est. Cost $266.67 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $20 Shares 200 Est. Cost $34.62 Unrealized +9.8%
MTGE Investment Corp. 0.0%
Value ($000) $20 Shares 1,250 Est. Cost $16.00 Unrealized
Kayne Anderson Energy 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $32.70 Unrealized
BXP Boston Properties Inc. 0.0%
Value ($000) $19 Shares 150 Est. Cost $84.52 Unrealized -0.1%
PPG Ppg Industries Inc. 0.0%
Value ($000) $19 Shares 200 Est. Cost $81.39 Unrealized -0.9%
REGN Regeneron Pharmaceuticals 0.0%
Value ($000) $18 Shares 50 Est. Cost $534.42 Unrealized -29.2%
EXC Exelon Corporation 0.0%
Value ($000) $18 Shares 500 Est. Cost $14.18 Unrealized +21.6%
Empire Dis Elec Co110 0.0%
Value ($000) $17 Shares 500 Est. Cost $26.00 Unrealized
Spectra Energy Corp 0.0%
Value ($000) $16 Shares 400 Est. Cost $36.81 Unrealized
TSLA Tesla Motors Inc. 0.0%
Value ($000) $16 Shares 75 Est. Cost $16.99 Unrealized -22.7%
HAS Hasbro Inc. 0.0%
Value ($000) $16 Shares 200 Est. Cost $37.03 Unrealized +63.4%
AXP American Express Co 0.0%
Value ($000) $15 Shares 200 Est. Cost $63.12 Unrealized -3.4%
DLR Digital Realty Trust Inc. 0.0%
Value ($000) $15 Shares 150 Est. Cost $67.63 Unrealized 0.0%
Mead Johnson Nutrition Co 0.0%
Value ($000) $14 Shares 200 Est. Cost $94.64 Unrealized
Federal Realty Invs Trust 0.0%
Value ($000) $14 Shares 100 Est. Cost $116.00 Unrealized
AVT Avnet 0.0%
Value ($000) $14 Shares 300 Est. Cost $33.20 Unrealized +8.6%
Duke Realty Investments 0.0%
Value ($000) $13 Shares 500 Est. Cost $18.33 Unrealized
EQT Eqt Corporation 0.0%
Value ($000) $13 Shares 200 Est. Cost $52.61 Unrealized -35.0%
MOG/A Moog, Inc. 0.0%
Value ($000) $13 Shares 200 Est. Cost $46.70 Unrealized +26.1%
YUM Yum Brands, Inc. 0.0%
Value ($000) $13 Shares 200 Est. Cost $40.51 Unrealized +31.6%
PAYX Paychex 0.0%
Value ($000) $12 Shares 200 Est. Cost $43.92 Unrealized 0.0%
BWX Technologies 0.0%
Value ($000) $12 Shares 300 Est. Cost $35.00 Unrealized
MKC Mccormick & Co. 0.0%
Value ($000) $12 Shares 125 Est. Cost $28.56 Unrealized +37.3%
UDR United Dominion Realty Trust 0.0%
Value ($000) $12 Shares 333 Est. Cost $20.28 Unrealized +22.0%
Ferrellgas Partners 0.0%
Value ($000) $11 Shares 1,600 Est. Cost $23.16 Unrealized
UPS United Parcel Services 0.0%
Value ($000) $11 Shares 100 Est. Cost $67.69 Unrealized +18.6%
VNO Vornado Realty Tr 0.0%
Value ($000) $11 Shares 104 Est. Cost $96.15 Unrealized
WU Western Union 0.0%
Value ($000) $11 Shares 500 Est. Cost $20.00 Unrealized
Jacobs Engineering 0.0%
Value ($000) $11 Shares 200 Est. Cost $50.00 Unrealized
WESTERN REFINING LOGISTICS LP 0.0%
Value ($000) $11 Shares 500 Est. Cost $22.00 Unrealized
BTI British American Tobacco 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.00 Unrealized
Paypal Holdings Inc 0.0%
Value ($000) $11 Shares 286 Est. Cost $38.46 Unrealized
Royal Dutch Shell Plc 0.0%
Value ($000) $10 Shares 175 Est. Cost $57.14 Unrealized
DEO Diageo Plc Spdr Adr New 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
LIGAND PHARMACEUTICALS INCORPORATED 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
Select Sector Spider Industrial 0.0%
Value ($000) $10 Shares 160 Est. Cost $62.50 Unrealized
AAP Advance Auto Parts 0.0%
Value ($000) $8 Shares 50 Est. Cost $137.83 Unrealized 0.0%