AMERICAN NATIONAL BANK Diversified Active

CIK: 0001272164 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 9, 2015

Total Value ($000): $250,165 (100.0% shares, 0.0% debt)

Holdings (304)

VEU Vanguard Ftse Allworld Ex- US 9.6%
Value ($000) $23,981 Shares 493,941 Est. Cost $46.24 Unrealized
VB Vanguard Small Cap 5.2%
Value ($000) $13,006 Shares 107,074 Est. Cost $96.96 Unrealized
XOM Exxon Mobil Corp Com 3.4%
Value ($000) $8,513 Shares 102,320 Est. Cost $55.40 Unrealized -2.0%
Berkshire Hathaway Inc Cl B New 3.1%
Value ($000) $7,657 Shares 56,258 Est. Cost $136.11 Unrealized
V VISA Inc 3.0%
Value ($000) $7,526 Shares 112,077 Est. Cost $58.12 Unrealized +8.3%
VZ Verizon Communications Com 3.0%
Value ($000) $7,521 Shares 161,374 Est. Cost $27.18 Unrealized +4.2%
AFLAC Inc Com 2.7%
Value ($000) $6,720 Shares 108,047 Est. Cost $62.20 Unrealized
Apple Computer Inc 2.6%
Value ($000) $6,470 Shares 51,587 Est. Cost $125.42 Unrealized
VTI Vanguard Total Stock Market 2.4%
Value ($000) $6,019 Shares 56,244 Est. Cost $85.63 Unrealized
WMT Wal Mart Stores Inc Com 2.4%
Value ($000) $5,904 Shares 83,229 Est. Cost $20.12 Unrealized +3.8%
MDT Medtronic Plc, Dublin Shs 2.2%
Value ($000) $5,458 Shares 73,650 Est. Cost $58.80 Unrealized 0.0%
Target Corp Com 2.2%
Value ($000) $5,442 Shares 66,669 Est. Cost $81.63 Unrealized
JPM JPMorgan Chase & Co Com 2.1%
Value ($000) $5,334 Shares 78,729 Est. Cost $36.39 Unrealized +35.0%
CVX Chevron Corp New Com 2.0%
Value ($000) $5,048 Shares 52,327 Est. Cost $70.32 Unrealized -5.5%
CF CF Industries Holdings, Inc 2.0%
Value ($000) $5,033 Shares 78,300 Est. Cost $41.51 Unrealized +8.8%
Laboratory Corp Amer Hldgs Com New 2.0%
Value ($000) $4,996 Shares 41,208 Est. Cost $100.89 Unrealized
PFE Pfizer Inc Com 1.9%
Value ($000) $4,687 Shares 139,779 Est. Cost $16.55 Unrealized +25.6%
General Elec Co Com 1.9%
Value ($000) $4,675 Shares 175,953 Est. Cost $23.80 Unrealized
CSCO Cisco Sys Inc Com 1.8%
Value ($000) $4,440 Shares 161,700 Est. Cost $15.56 Unrealized +32.6%
AAL American Airlines Group 1.8%
Value ($000) $4,389 Shares 109,914 Est. Cost $23.40 Unrealized +85.3%
ABBV Abbvie Inc 1.7%
Value ($000) $4,350 Shares 64,742 Est. Cost $26.55 Unrealized +59.4%
Delphi Automotive 1.7%
Value ($000) $4,321 Shares 50,788 Est. Cost $73.06 Unrealized
AMCX AMC Networks Inc 1.7%
Value ($000) $4,178 Shares 51,043 Est. Cost $66.44 Unrealized +17.1%
COF Capital One Finl Corp Com 1.6%
Value ($000) $4,119 Shares 46,823 Est. Cost $67.78 Unrealized +2.2%
PM Philip Morris Intl Inc 1.5%
Value ($000) $3,850 Shares 48,019 Est. Cost $49.85 Unrealized -3.1%
Priceline.Com Inc 1.5%
Value ($000) $3,742 Shares 3,250 Est. Cost $876.80 Unrealized
URI United Rentals Inc 1.4%
Value ($000) $3,426 Shares 39,102 Est. Cost $53.91 Unrealized +72.0%
VLO Valero Energy Corp New Com 1.3%
Value ($000) $3,330 Shares 53,200 Est. Cost $23.80 Unrealized +63.6%
Hd Supply Hldgs Inc. Common 1.3%
Value ($000) $3,169 Shares 90,089 Est. Cost $35.12 Unrealized
BSV Vanguard Short-Term Bond 1.3%
Value ($000) $3,165 Shares 39,480 Est. Cost $80.19 Unrealized
HELE Helen of Troy Limited F 1.3%
Value ($000) $3,142 Shares 32,232 Est. Cost $62.45 Unrealized +40.9%
Amgen Inc Com 1.2%
Value ($000) $3,097 Shares 20,178 Est. Cost $153.48 Unrealized
Google Inc Cl A 1.2%
Value ($000) $3,017 Shares 5,585 Est. Cost $801.91 Unrealized
NXST Nexstar Broadcasting 1.2%
Value ($000) $2,997 Shares 53,504 Est. Cost $36.67 Unrealized +18.6%
GS Goldman Sachs Group Inc Com 1.2%
Value ($000) $2,914 Shares 13,956 Est. Cost $122.31 Unrealized +34.6%
GILD Gilead Sciences Inc. Com 1.1%
Value ($000) $2,782 Shares 23,762 Est. Cost $75.04 Unrealized +1.3%
LYB Lyondellbasell Industries 1.1%
Value ($000) $2,767 Shares 26,729 Est. Cost $52.73 Unrealized +6.5%
Sensata Technologies Holding 1.1%
Value ($000) $2,751 Shares 52,152 Est. Cost $52.67 Unrealized
BUD Anheuser Busch Inbev SA/NV Sponsored ADR 1.0%
Value ($000) $2,438 Shares 20,202 Est. Cost $107.86 Unrealized
GM General Motors Co 0.9%
Value ($000) $2,328 Shares 69,840 Est. Cost $27.43 Unrealized +1.5%
Berkshire Hathaway Inc Del Cl A 0.9%
Value ($000) $2,253 Shares 11 Est. Cost $204818.19 Unrealized
PG Procter & Gamble Co Com 0.9%
Value ($000) $2,252 Shares 28,790 Est. Cost $55.00 Unrealized +9.0%
Energen Corp 0.7%
Value ($000) $1,712 Shares 25,065 Est. Cost $52.24 Unrealized
Mead Johnson Nutrition Common 0.6%
Value ($000) $1,532 Shares 16,982 Est. Cost $94.35 Unrealized
Chicago Brdg & Iron Co N V Common 0.6%
Value ($000) $1,494 Shares 29,858 Est. Cost $50.04 Unrealized
Google Inc - C 0.6%
Value ($000) $1,442 Shares 2,771 Est. Cost $575.16 Unrealized
WFC Wells Fargo & Co New Com 0.6%
Value ($000) $1,399 Shares 24,875 Est. Cost $27.48 Unrealized +50.6%
BIV Vanguard Bond Index ETF 0.6%
Value ($000) $1,387 Shares 16,533 Est. Cost $83.43 Unrealized
SBR Sabine Royalty Tr Unit Sh Ben Int 0.5%
Value ($000) $1,361 Shares 36,032 Est. Cost $49.50 Unrealized
WKC World Fuel Services Corp 0.5%
Value ($000) $1,335 Shares 27,852 Est. Cost $51.12 Unrealized +2.4%
VWO Vanguard Emerging Market ETF 0.5%
Value ($000) $1,158 Shares 28,317 Est. Cost $39.45 Unrealized
Sanderson Farms, Inc. 0.5%
Value ($000) $1,153 Shares 15,335 Est. Cost $79.93 Unrealized
Viacom Inc New Class B 0.4%
Value ($000) $1,037 Shares 16,044 Est. Cost $71.75 Unrealized
KMI Kinder Morgan Inc Del 0.4%
Value ($000) $1,026 Shares 26,716 Est. Cost $23.45 Unrealized +3.8%
UNH Unitedhealth Group Inc Com 0.4%
Value ($000) $996 Shares 8,167 Est. Cost $51.61 Unrealized +93.0%
Affiliated Managers Group 0.4%
Value ($000) $978 Shares 4,472 Est. Cost $218.69 Unrealized
VNQ Vanguard REIT Viper VNQ 0.4%
Value ($000) $951 Shares 12,731 Est. Cost $70.42 Unrealized
CWB SPDR Barclays Cap Conv ETF 0.3%
Value ($000) $852 Shares 17,917 Est. Cost $44.04 Unrealized
NSC Norfolk Southern Corp Com 0.3%
Value ($000) $800 Shares 9,163 Est. Cost $60.75 Unrealized +27.5%
MCK McKesson Corp Com 0.3%
Value ($000) $639 Shares 2,842 Est. Cost $192.03 Unrealized +11.0%
COP Conocophillips Com 0.3%
Value ($000) $632 Shares 10,289 Est. Cost $41.43 Unrealized +12.0%
Archer Daniels Midland Co Com 0.2%
Value ($000) $625 Shares 12,970 Est. Cost $48.19 Unrealized
JNJ Johnson & Johnson Com 0.2%
Value ($000) $604 Shares 6,193 Est. Cost $61.70 Unrealized +20.7%
MCD McDonalds Corp Com 0.2%
Value ($000) $604 Shares 6,351 Est. Cost $71.80 Unrealized +3.3%
Envision Healthcare Holdings 0.2%
Value ($000) $597 Shares 15,134 Est. Cost $34.71 Unrealized
CMI Cummins Inc 0.2%
Value ($000) $563 Shares 4,289 Est. Cost $88.46 Unrealized +16.2%
PEP Pepsico Inc Com 0.2%
Value ($000) $561 Shares 6,008 Est. Cost $56.45 Unrealized +22.8%
IJH Ishares Tr Core S&P Mid-Cap ETF 0.2%
Value ($000) $556 Shares 3,705 Est. Cost $140.74 Unrealized
KO Coca Cola Co Com 0.2%
Value ($000) $500 Shares 12,755 Est. Cost $27.90 Unrealized +4.1%
Baker Hughes Inc Com 0.2%
Value ($000) $432 Shares 7,008 Est. Cost $61.64 Unrealized
T AT&T Inc 0.2%
Value ($000) $389 Shares 10,976 Est. Cost $11.42 Unrealized +7.0%
IWM Ishares Tr Russell 2000 0.2%
Value ($000) $380 Shares 3,041 Est. Cost $96.97 Unrealized
RWX SPDR Index SPDR DJ Intl REIT ETF 0.1%
Value ($000) $310 Shares 7,395 Est. Cost $41.67 Unrealized
VEA Vanguard Ftse Developed Market ETF 0.1%
Value ($000) $282 Shares 7,118 Est. Cost $41.30 Unrealized
MRK Merck & Co Inc New 0.1%
Value ($000) $263 Shares 4,616 Est. Cost $30.25 Unrealized +33.0%
MFC Manulife Finl Corp Common 0.1%
Value ($000) $256 Shares 13,790 Est. Cost $15.16 Unrealized +22.6%
United Technologies Corp Com 0.1%
Value ($000) $241 Shares 2,175 Est. Cost $94.92 Unrealized
BP PLC-Spns ADR Sponsored ADR 0.1%
Value ($000) $230 Shares 5,776 Est. Cost $39.82 Unrealized
LLY Lilly Eli & Co Com 0.1%
Value ($000) $229 Shares 2,747 Est. Cost $52.28 Unrealized +20.9%
GIS General Mls Inc Com 0.1%
Value ($000) $229 Shares 4,115 Est. Cost $38.79 Unrealized 0.0%
F Ford Mtr Co Del 0.1%
Value ($000) $203 Shares 13,500 Est. Cost $7.61 Unrealized +15.1%
IJR Ishares Tr Sp Smallcap 600 Index F 0.1%
Value ($000) $198 Shares 1,678 Est. Cost $105.85 Unrealized
LQD Ishares Tr Ishares Iboxx Inv Gd Cor 0.1%
Value ($000) $187 Shares 1,615 Est. Cost $118.27 Unrealized
HAL Halliburton Co Com 0.1%
Value ($000) $182 Shares 4,217 Est. Cost $37.30 Unrealized +0.6%
GLD SPDR Gold Trust 0.1%
Value ($000) $180 Shares 1,606 Est. Cost $114.81 Unrealized
Hewlett Packard Co Com 0.1%
Value ($000) $164 Shares 5,459 Est. Cost $31.29 Unrealized
SPY SPDR Tr Unit Ser 1 0.1%
Value ($000) $163 Shares 793 Est. Cost $205.55 Unrealized
IVV Ishares Core S&P 500 ETF 0.1%
Value ($000) $163 Shares 785 Est. Cost $198.91 Unrealized
PBA Pembina Pipeline Corp 0.1%
Value ($000) $147 Shares 4,550 Est. Cost $24.03 Unrealized -20.6%
IJK Ishares Tr S&P Mid-Cap 400 Growth ETF 0.1%
Value ($000) $138 Shares 813 Est. Cost $151.44 Unrealized
MSFT Microsoft Corp Com 0.1%
Value ($000) $132 Shares 2,993 Est. Cost $37.95 Unrealized +3.5%
DE Deere & Co Com 0.1%
Value ($000) $127 Shares 1,310 Est. Cost $68.40 Unrealized +10.2%
SF Stifel Financial Corp 0.0%
Value ($000) $122 Shares 2,118 Est. Cost $27.79 Unrealized +17.8%
EWBC East West Bancorp Inc. Com 0.0%
Value ($000) $119 Shares 2,655 Est. Cost $26.77 Unrealized +25.5%
SLV ETF Ishares Silver Tr 0.0%
Value ($000) $112 Shares 7,433 Est. Cost $16.25 Unrealized
CCK Crown Holdings Inc Holding Co 0.0%
Value ($000) $106 Shares 2,000 Est. Cost $45.73 Unrealized +14.4%
ENFR Alerian Energy Infrastructu RE ETF 0.0%
Value ($000) $104 Shares 4,098 Est. Cost $29.96 Unrealized
OXY Occidental Pete Corp Del Com 0.0%
Value ($000) $101 Shares 1,300 Est. Cost $57.83 Unrealized -1.7%
Coresite Realty Corp 0.0%
Value ($000) $100 Shares 2,197 Est. Cost $35.29 Unrealized
Alere Inc 0.0%
Value ($000) $99 Shares 1,883 Est. Cost $40.53 Unrealized
SAH Sonic Automotive "A" 0.0%
Value ($000) $89 Shares 3,718 Est. Cost $25.04 Unrealized -3.5%
BND Vanguard Total Bond Market 0.0%
Value ($000) $84 Shares 1,034 Est. Cost $81.59 Unrealized
VYM Vanguard Whitehall ETF High Dividend Yield 0.0%
Value ($000) $83 Shares 1,227 Est. Cost $68.79 Unrealized
UNP Union Pac Corp Com 0.0%
Value ($000) $82 Shares 865 Est. Cost $80.32 Unrealized +2.1%
Western Asset High Income Opportunity FD Inc 0.0%
Value ($000) $77 Shares 15,000 Est. Cost $5.96 Unrealized
CVS CVS Corp Delaware 0.0%
Value ($000) $77 Shares 737 Est. Cost $60.73 Unrealized +23.9%
Panhandle Oil and Gas Inc 0.0%
Value ($000) $77 Shares 3,700 Est. Cost $39.14 Unrealized
TRV Travelers Cos Inc 0.0%
Value ($000) $74 Shares 766 Est. Cost $73.27 Unrealized +10.4%
Walgreens Boots Alliance Inc Common 0.0%
Value ($000) $73 Shares 860 Est. Cost $85.32 Unrealized
JLL Jones Lang Lasalle Inc 0.0%
Value ($000) $73 Shares 426 Est. Cost $126.41 Unrealized +30.2%
IJJ Ishares Tr S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $72 Shares 562 Est. Cost $119.86 Unrealized
NAT Nordic American Tanker Shippcom 0.0%
Value ($000) $71 Shares 5,000 Est. Cost $10.57 Unrealized +21.2%
Amazon Com Inc 0.0%
Value ($000) $70 Shares 162 Est. Cost $432.10 Unrealized
Western Asset Managed High Income FD Inc 0.0%
Value ($000) $69 Shares 14,000 Est. Cost $5.82 Unrealized
TXNM PNM Resources Inc 0.0%
Value ($000) $69 Shares 2,823 Est. Cost $26.57 Unrealized +0.7%
IPGP IPG Photonics Corp 0.0%
Value ($000) $69 Shares 810 Est. Cost $69.14 Unrealized +36.0%
DIS Disney Walt Co Com 0.0%
Value ($000) $67 Shares 589 Est. Cost $79.31 Unrealized +26.1%
USB US Bancorp Del Com New 0.0%
Value ($000) $60 Shares 1,371 Est. Cost $28.42 Unrealized +5.2%
Genesee & Wyoming Inc Cl A 0.0%
Value ($000) $59 Shares 773 Est. Cost $95.30 Unrealized
Cypress Semiconductor Corp Common 0.0%
Value ($000) $59 Shares 5,056 Est. Cost $14.11 Unrealized
VT Vanguard Total World Stock 0.0%
Value ($000) $58 Shares 950 Est. Cost $60.00 Unrealized
Endo Health Solutions Inc 0.0%
Value ($000) $57 Shares 712 Est. Cost $68.71 Unrealized
PII Polaris Inds Inc 0.0%
Value ($000) $56 Shares 379 Est. Cost $144.52 Unrealized -0.4%
CMCSA Comcast Corp 0.0%
Value ($000) $54 Shares 898 Est. Cost $21.17 Unrealized +8.5%
UTHR United Therapeutics Corp 0.0%
Value ($000) $54 Shares 313 Est. Cost $103.09 Unrealized +74.5%
LEG Leggett & Platt Inc Com 0.0%
Value ($000) $52 Shares 1,075 Est. Cost $34.29 Unrealized +36.2%
Baidu Inc 0.0%
Value ($000) $50 Shares 250 Est. Cost $200.00 Unrealized
INTC Intel Corp Com 0.0%
Value ($000) $50 Shares 1,649 Est. Cost $25.90 Unrealized -3.1%
MET Metlife Inc Com 0.0%
Value ($000) $48 Shares 859 Est. Cost $31.59 Unrealized +4.9%
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $48 Shares 100 Est. Cost $49.65 Unrealized +12.7%
Gaslog LTD 0.0%
Value ($000) $47 Shares 2,380 Est. Cost $21.23 Unrealized
MMM 3M Co Com 0.0%
Value ($000) $45 Shares 291 Est. Cost $85.45 Unrealized +11.0%
Unilever N V New York Shs New 0.0%
Value ($000) $43 Shares 1,026 Est. Cost $41.91 Unrealized
ACN Accenture Plc, Dublin Shsclass A 0.0%
Value ($000) $43 Shares 441 Est. Cost $80.48 Unrealized +0.3%
ETF Ishares Comex Gold 0.0%
Value ($000) $43 Shares 3,750 Est. Cost $11.74 Unrealized
Pall Corporation 0.0%
Value ($000) $42 Shares 334 Est. Cost $83.83 Unrealized
OTEX Open Text Corp 0.0%
Value ($000) $42 Shares 1,025 Est. Cost $21.23 Unrealized -10.2%
MOH Molina Healthcare Inc 0.0%
Value ($000) $41 Shares 590 Est. Cost $44.26 Unrealized +51.1%
BIIB Biogen Idec Inc 0.0%
Value ($000) $40 Shares 100 Est. Cost $329.72 Unrealized +21.7%
Denbury Resources Inc 0.0%
Value ($000) $37 Shares 5,837 Est. Cost $7.37 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $37 Shares 330 Est. Cost $99.45 Unrealized +2.8%
TJX TJX Cos Inc New Com 0.0%
Value ($000) $37 Shares 554 Est. Cost $25.40 Unrealized +12.9%
DHR Danaher Corp Com 0.0%
Value ($000) $36 Shares 424 Est. Cost $32.57 Unrealized +7.0%
EOG EOG Resources Inc Com 0.0%
Value ($000) $36 Shares 410 Est. Cost $78.57 Unrealized -13.7%
Jarden Corp 0.0%
Value ($000) $35 Shares 667 Est. Cost $56.45 Unrealized
M Macys Inc Common 0.0%
Value ($000) $35 Shares 515 Est. Cost $60.61 Unrealized +11.5%
AMP Ameriprise Finl Inc Com 0.0%
Value ($000) $34 Shares 273 Est. Cost $103.28 Unrealized -1.5%
Manitowoc Co Inc 0.0%
Value ($000) $34 Shares 1,725 Est. Cost $23.45 Unrealized
EFA Ishares Msci Eafe Index Fund 0.0%
Value ($000) $33 Shares 518 Est. Cost $63.71 Unrealized
Danaher Corp Conv 0.0% 01/22/2021-10 0.0%
Value ($000) $32 Shares 13,000 Est. Cost $1.85 Unrealized
Boeing Co Com 0.0%
Value ($000) $31 Shares 226 Est. Cost $137.17 Unrealized
VIG Vanguard Div Appreciation ETF 0.0%
Value ($000) $31 Shares 400 Est. Cost $78.00 Unrealized
Intel Corp Conv 2.95% 12/15/2035 0.0%
Value ($000) $31 Shares 26,000 Est. Cost $1.08 Unrealized
Raytheon Co Com New 0.0%
Value ($000) $31 Shares 327 Est. Cost $96.79 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $30 Shares 380 Est. Cost $60.07 Unrealized +31.6%
Dunkin Brands Group 0.0%
Value ($000) $28 Shares 500 Est. Cost $44.00 Unrealized
ADBE Adobe Sys Inc Com 0.0%
Value ($000) $28 Shares 350 Est. Cost $70.88 Unrealized +10.1%
PBT Permian Basin Royalty Trust 0.0%
Value ($000) $27 Shares 3,400 Est. Cost $13.57 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $27 Shares 350 Est. Cost $49.84 Unrealized +12.5%
CME CME Group Inc 0.0%
Value ($000) $27 Shares 294 Est. Cost $47.90 Unrealized +28.6%
KMB Kimberly Clark Corp Com 0.0%
Value ($000) $27 Shares 256 Est. Cost $71.73 Unrealized +5.7%
FBIN Fortune Brands Home & Sec 0.0%
Value ($000) $27 Shares 600 Est. Cost $29.78 Unrealized +12.9%
MLM Martin Marietta Materials 0.0%
Value ($000) $26 Shares 184 Est. Cost $118.51 Unrealized +13.2%
CL Colgate Palmolive Co Com 0.0%
Value ($000) $26 Shares 405 Est. Cost $51.45 Unrealized +3.0%
National Instrument Corp 0.0%
Value ($000) $26 Shares 891 Est. Cost $31.43 Unrealized
PEG Public Service Enterprise Gr 0.0%
Value ($000) $26 Shares 650 Est. Cost $28.59 Unrealized 0.0%
SLB Schlumberger LTD Com 0.0%
Value ($000) $24 Shares 274 Est. Cost $79.02 Unrealized -15.5%
SSO Proshares Ultra S&P 500 0.0%
Value ($000) $23 Shares 352 Est. Cost $92.33 Unrealized
META Facebook Inc 0.0%
Value ($000) $23 Shares 270 Est. Cost $72.85 Unrealized +11.3%
PNC PNC Finl Svcs Group Inc Common 0.0%
Value ($000) $22 Shares 230 Est. Cost $67.46 Unrealized +0.3%
NVS Novartis AG Spnsrd ADR 0.0%
Value ($000) $22 Shares 221 Est. Cost $99.55 Unrealized
CFR Cullen Frost BK Inc 0.0%
Value ($000) $21 Shares 263 Est. Cost $56.16 Unrealized -3.9%
EMR Emerson Elec Co Com 0.0%
Value ($000) $21 Shares 379 Est. Cost $45.16 Unrealized -2.1%
DHI D R Horton Inc 0.0%
Value ($000) $20 Shares 720 Est. Cost $19.44 Unrealized +23.0%
CE Celanese Corp Series A 0.0%
Value ($000) $20 Shares 277 Est. Cost $49.55 Unrealized +9.6%
LP The Blackstone Group 0.0%
Value ($000) $20 Shares 500 Est. Cost $32.00 Unrealized
TSCO Tractor Supply Co Com 0.0%
Value ($000) $20 Shares 221 Est. Cost $10.60 Unrealized +43.1%
HON Honeywell Intl Inc Com 0.0%
Value ($000) $20 Shares 192 Est. Cost $67.82 Unrealized +10.2%
UGI UGI Corp New 0.0%
Value ($000) $20 Shares 570 Est. Cost $35.06 Unrealized +1.2%
XEL XCEL Energy Inc Com 0.0%
Value ($000) $19 Shares 579 Est. Cost $23.56 Unrealized +2.1%
XLK Technology Select Sect SPDR 0.0%
Value ($000) $19 Shares 462 Est. Cost $38.96 Unrealized
XLB Materials Select Sector SPDR Fund 0.0%
Value ($000) $19 Shares 400 Est. Cost $47.88 Unrealized
Monsanto Co New Com 0.0%
Value ($000) $19 Shares 174 Est. Cost $113.12 Unrealized
ROP Roper Industries Inc 0.0%
Value ($000) $19 Shares 113 Est. Cost $139.24 Unrealized +16.6%
DVN Devon Energy Corp New Com 0.0%
Value ($000) $18 Shares 310 Est. Cost $50.00 Unrealized -11.5%
KEX Kirby Corporation 0.0%
Value ($000) $18 Shares 233 Est. Cost $115.31 Unrealized -31.3%
Ball Corp Com 0.0%
Value ($000) $18 Shares 263 Est. Cost $68.44 Unrealized
Du Pont E I DE Nemours & Co Com 0.0%
Value ($000) $17 Shares 263 Est. Cost $71.86 Unrealized
BABA Alibaba Group Hldg Ltd Sponsored Ads 0.0%
Value ($000) $16 Shares 200 Est. Cost $85.00 Unrealized
Tiffany 0.0%
Value ($000) $16 Shares 174 Est. Cost $95.02 Unrealized
TRMB Trimble Navigation LTD 0.0%
Value ($000) $16 Shares 701 Est. Cost $32.49 Unrealized -24.8%
SVM Silvercorp Metals Inc 0.0%
Value ($000) $16 Shares 15,000 Est. Cost $2.80 Unrealized
XLF Select Sector SPDR Trust 0.0%
Value ($000) $15 Shares 615 Est. Cost $22.76 Unrealized
Noble Energy Inc 0.0%
Value ($000) $15 Shares 362 Est. Cost $66.74 Unrealized
Athenahealth Inc 0.0%
Value ($000) $15 Shares 127 Est. Cost $132.95 Unrealized
EPD LP Enterprise Partners 0.0%
Value ($000) $15 Shares 500 Est. Cost $40.00 Unrealized
NKE Nike Inc Cl B 0.0%
Value ($000) $15 Shares 135 Est. Cost $44.79 Unrealized 0.0%
NNN National Retail Properties Incorporated 0.0%
Value ($000) $14 Shares 400 Est. Cost $35.00 Unrealized
CTRA Cabot Oil & Gas Corp 0.0%
Value ($000) $14 Shares 437 Est. Cost $24.22 Unrealized -0.0%
Total S.A. ADR 0.0%
Value ($000) $14 Shares 284 Est. Cost $65.27 Unrealized
XLY Select Sec Sbi Consumer Discretinary 0.0%
Value ($000) $14 Shares 186 Est. Cost $64.52 Unrealized
XLV Health Care Select Sector 0.0%
Value ($000) $13 Shares 172 Est. Cost $63.95 Unrealized
CTAS Cintas Corp Common 0.0%
Value ($000) $13 Shares 150 Est. Cost $18.76 Unrealized 0.0%
SBUX Starbucks Corp Com 0.0%
Value ($000) $13 Shares 250 Est. Cost $35.89 Unrealized +14.0%
Rockwell Collins Inc Del Common Stk 0.0%
Value ($000) $12 Shares 125 Est. Cost $96.00 Unrealized
Time Warner Inc New 0.0%
Value ($000) $12 Shares 140 Est. Cost $85.71 Unrealized
Bard C R Inc Common 0.0%
Value ($000) $11 Shares 65 Est. Cost $169.23 Unrealized
Agrium Inc Usd 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.00 Unrealized
Integrys Energy Group 0.0%
Value ($000) $11 Shares 156 Est. Cost $70.51 Unrealized
DVA Davita Healthcare Partnersinc Common 0.0%
Value ($000) $11 Shares 135 Est. Cost $82.12 Unrealized 0.0%
BSX Boston Scientific Corp Com 0.0%
Value ($000) $10 Shares 545 Est. Cost $17.87 Unrealized 0.0%
XLI Select Sec Amex Industrial Select 0.0%
Value ($000) $10 Shares 178 Est. Cost $50.56 Unrealized
HSIC Schein Henry Inc Common 0.0%
Value ($000) $10 Shares 70 Est. Cost $55.31 Unrealized 0.0%
TXN Texas Instrs Inc Com 0.0%
Value ($000) $10 Shares 185 Est. Cost $41.25 Unrealized 0.0%
Pioneer Natural Resources Co 0.0%
Value ($000) $9 Shares 65 Est. Cost $164.50 Unrealized
SCHW Schwab Charles Corp New Com 0.0%
Value ($000) $9 Shares 270 Est. Cost $27.75 Unrealized 0.0%
MRSH Marsh & McLennan Cos Inc Common 0.0%
Value ($000) $9 Shares 155 Est. Cost $48.09 Unrealized 0.0%
IEZ Ishares Tr US Oil Equip & Svcs Etf 0.0%
Value ($000) $9 Shares 185 Est. Cost $48.65 Unrealized
FMC FMC Corporation 0.0%
Value ($000) $9 Shares 174 Est. Cost $44.36 Unrealized -12.0%
Discover Financial Services 0.0%
Value ($000) $9 Shares 152 Est. Cost $65.79 Unrealized
Bank of The Ozarks 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.00 Unrealized
Abbott Labs Com 0.0%
Value ($000) $9 Shares 190 Est. Cost $47.37 Unrealized
Wyndham Worldwide Corp Common 0.0%
Value ($000) $9 Shares 110 Est. Cost $81.82 Unrealized
RRC Range Resources Corp 0.0%
Value ($000) $9 Shares 192 Est. Cost $74.49 Unrealized -23.4%
Weingarten Realty Investors 0.0%
Value ($000) $9 Shares 275 Est. Cost $32.73 Unrealized
XLP Select Sec Amex Consumer Staples in 0.0%
Value ($000) $9 Shares 191 Est. Cost $47.12 Unrealized
Hanesbrands Inc Common 0.0%
Value ($000) $8 Shares 235 Est. Cost $34.04 Unrealized
NEE Nextera Energy Inc 0.0%
Value ($000) $8 Shares 85 Est. Cost $19.29 Unrealized 0.0%
Penney J C Inc Com 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $10.00 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $8 Shares 45 Est. Cost $124.88 Unrealized +15.8%
BHP Billiton Limited 0.0%
Value ($000) $8 Shares 196 Est. Cost $40.82 Unrealized
IBB Ishares Tr Nasdaq Biotechnology Etf 0.0%
Value ($000) $7 Shares 20 Est. Cost $350.00 Unrealized
Tyco Connectivity LTD 0.0%
Value ($000) $7 Shares 115 Est. Cost $60.87 Unrealized
DUK Duke Energy Corp New 0.0%
Value ($000) $7 Shares 105 Est. Cost $48.71 Unrealized 0.0%
FISV Fiserv Inc Common 0.0%
Value ($000) $7 Shares 90 Est. Cost $40.21 Unrealized 0.0%
L Brands Inc 0.0%
Value ($000) $7 Shares 83 Est. Cost $72.29 Unrealized
BB&T Corporation 0.0%
Value ($000) $7 Shares 175 Est. Cost $40.00 Unrealized
XLE Select Sec Shs Ben Int Usd 0.001 Energy 0.0%
Value ($000) $7 Shares 94 Est. Cost $95.74 Unrealized
QLIK Technologies 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.00 Unrealized
Jefferies Group Inc Conv 3.875% 11/01/2029-17 0.0%
Value ($000) $7 Shares 7,000 Est. Cost $1.00 Unrealized
TMO Thermo Fisher Scientific Inccom 0.0%
Value ($000) $6 Shares 50 Est. Cost $117.35 Unrealized +7.6%
Legacy Tex Finl Group Inc 0.0%
Value ($000) $6 Shares 190 Est. Cost $21.05 Unrealized
KLAC Kla-tencor Corp Common 0.0%
Value ($000) $6 Shares 105 Est. Cost $47.89 Unrealized 0.0%
Legg Mason Inc Common 0.0%
Value ($000) $6 Shares 110 Est. Cost $54.55 Unrealized
TRN Trinity Inds Inc Com 0.0%
Value ($000) $6 Shares 224 Est. Cost $22.78 Unrealized -29.3%
ORLY Oreilly Auto Inc New 0.0%
Value ($000) $6 Shares 27 Est. Cost $14.83 Unrealized 0.0%
TBT Proshares Ultrashort Lehman Bros 0.0%
Value ($000) $6 Shares 125 Est. Cost $70.55 Unrealized
Harte-Hanks Inc Com 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $6.33 Unrealized
Bank of America Corporation Com 0.0%
Value ($000) $6 Shares 370 Est. Cost $16.22 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $6 Shares 242 Est. Cost $20.66 Unrealized
ETF Powershares 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
Twenty-First Century Fox Inc 0.0%
Value ($000) $5 Shares 142 Est. Cost $35.21 Unrealized
UNM Unumprovident Corp Com 0.0%
Value ($000) $5 Shares 135 Est. Cost $35.15 Unrealized -0.5%
NOC Northrop Grumman Corp Com 0.0%
Value ($000) $5 Shares 33 Est. Cost $104.60 Unrealized +28.7%
ROST Ross Stores Inc 0.0%
Value ($000) $5 Shares 104 Est. Cost $38.20 Unrealized +18.5%
KKR & Co LP 0.0%
Value ($000) $5 Shares 200 Est. Cost $22.90 Unrealized
Calamos Strategic Total Return Fund 0.0%
Value ($000) $5 Shares 450 Est. Cost $11.11 Unrealized
Chubb Corporation Com 0.0%
Value ($000) $4 Shares 40 Est. Cost $100.00 Unrealized
FLS Flowserve Corp 0.0%
Value ($000) $4 Shares 67 Est. Cost $45.17 Unrealized 0.0%
Powershare S&P 500 Buywrite Portfolio 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
TEVA Teva Pharmaceutical Inds Ltdadr 0.0%
Value ($000) $4 Shares 63 Est. Cost $47.62 Unrealized
PPG PPG Inds Inc Com 0.0%
Value ($000) $4 Shares 38 Est. Cost $88.91 Unrealized +6.2%
PSX Phillips 66 0.0%
Value ($000) $4 Shares 53 Est. Cost $54.65 Unrealized -1.8%
IEX IDEX Corp 0.0%
Value ($000) $3 Shares 36 Est. Cost $67.52 Unrealized 0.0%
CLH Clean Harbors Inc 0.0%
Value ($000) $3 Shares 63 Est. Cost $55.82 Unrealized 0.0%
LINN Energy LLC 0.0%
Value ($000) $3 Shares 281 Est. Cost $10.68 Unrealized
CSTE Caesarstone Sdot-Yam LTD 0.0%
Value ($000) $3 Shares 51 Est. Cost $45.58 Unrealized +25.2%
GAP Gap Inc Del Com 0.0%
Value ($000) $3 Shares 85 Est. Cost $28.69 Unrealized -5.4%
Newfield Exploration Co 0.0%
Value ($000) $2 Shares 45 Est. Cost $44.44 Unrealized
PNR Pentair PLC 0.0%
Value ($000) $2 Shares 28 Est. Cost $35.41 Unrealized 0.0%
CNP Centerpoint Energy Inc 0.0%
Value ($000) $2 Shares 115 Est. Cost $14.05 Unrealized 0.0%
Southwestern Energy 0.0%
Value ($000) $2 Shares 82 Est. Cost $24.39 Unrealized
RVTY Perkinelmer Inc Com 0.0%
Value ($000) $2 Shares 39 Est. Cost $42.94 Unrealized +17.4%
XYL Xylem Inc 0.0%
Value ($000) $2 Shares 59 Est. Cost $31.84 Unrealized 0.0%
Semgroup Corp 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.96 Unrealized
Waste Connections Inc 0.0%
Value ($000) $2 Shares 34 Est. Cost $58.82 Unrealized
American Wtr Wks Co Inc New Common 0.0%
Value ($000) $2 Shares 39 Est. Cost $51.28 Unrealized
PWR Quanta Services Inc 0.0%
Value ($000) $2 Shares 67 Est. Cost $28.68 Unrealized 0.0%
Airgas Inc 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
Wesco Intl Inc 6.0% 09/15/2029 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $3.00 Unrealized
Harris Corp Del Com 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
A Agilent Technologies Inc 0.0%
Value ($000) $1 Shares 23 Est. Cost $38.09 Unrealized 0.0%
Praxair Inc Com 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
Apache Corp Com 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
NWSA News Corp (2013) Cl A 0.0%
Value ($000) $1 Shares 35 Est. Cost $15.44 Unrealized -12.7%
Consol Energy Inc 0.0%
Value ($000) $1 Shares 49 Est. Cost $20.41 Unrealized
Cimarex Energy Co 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
Cameron International Corp Com 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
Axiall Corp 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
Aqua America Inc 0.0%
Value ($000) $1 Shares 51 Est. Cost $19.61 Unrealized
Carbo Ceramics Inc CDT-COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
LECO Lincoln Electric Holdings Inc 0.0%
Value ($000) $1 Shares 24 Est. Cost $66.25 Unrealized 0.0%
EQT EQT Corporation 0.0%
Value ($000) $1 Shares 12 Est. Cost $43.09 Unrealized 0.0%
KSS Kohls Corp Com 0.0%
Value ($000) $1 Shares 15 Est. Cost $68.07 Unrealized +2.0%
DXPE DXP Enterprises Inc - New 0.0%
Value ($000) $1 Shares 24 Est. Cost $44.28 Unrealized 0.0%
MTZ Mastec Inc Com 0.0%
Value ($000) $1 Shares 46 Est. Cost $18.69 Unrealized 0.0%
Marathon Oil Corp 0.0%
Value ($000) $1 Shares 34 Est. Cost $37.59 Unrealized
Halyard Health Inc 0.0%
Value ($000) $1 Shares 26 Est. Cost $60.61 Unrealized
OGE OGE Energy Corp 0.0%
Value ($000) $1 Shares 26 Est. Cost $31.12 Unrealized 0.0%
Questar Corp 0.0%
Value ($000) $1 Shares 52 Est. Cost $19.23 Unrealized
Royal Dutch Shell PLC 0.0%
Value ($000) $1 Shares 14 Est. Cost $74.26 Unrealized
KN Knowles Corporation 0.0%
Value ($000) $0 Shares 16 Est. Cost $30.52 Unrealized -36.5%
FCX Freeport Copper and Gold Class B Common 0.0%
Value ($000) $0 Shares 25 Est. Cost $25.24 Unrealized -26.8%
PDC Energy Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized