PRIVATE TRUST CO NA Diversified Active

CIK: 0001277557 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 10, 2015

Total Value ($000): $348,857 (100.0% shares, 0.0% debt)

Holdings (322)

Kellogg Co. 3.8%
Value ($000) $13,149 Shares 209,716 Est. Cost $40.62 Unrealized +1.3%
XOM Exxon Mobil Corp 2.8%
Value ($000) $9,855 Shares 118,469 Est. Cost $55.60 Unrealized -2.4%
AAPL Apple Inc. 2.2%
Value ($000) $7,519 Shares 59,955 Est. Cost $19.70 Unrealized +44.9%
JPM J P Morgan Chase & Co. 1.7%
Value ($000) $6,038 Shares 89,131 Est. Cost $40.47 Unrealized +21.4%
JNJ Johnson & Johnson 1.5%
Value ($000) $5,388 Shares 55,295 Est. Cost $62.21 Unrealized +19.7%
ABBV AbbVie, Inc. 1.5%
Value ($000) $5,378 Shares 80,043 Est. Cost $31.78 Unrealized +33.2%
WFC Wells Fargo & Co. 1.5%
Value ($000) $5,283 Shares 93,948 Est. Cost $30.89 Unrealized +34.0%
General Electric Co. 1.5%
Value ($000) $5,233 Shares 196,998 Est. Cost $24.20 Unrealized
VGK Vanguard MSCI European ETF 1.5%
Value ($000) $5,154 Shares 95,484 Est. Cost $53.95 Unrealized
MO Altria Group Inc. Com. 1.5%
Value ($000) $5,145 Shares 105,210 Est. Cost $16.38 Unrealized +54.2%
MSFT Microsoft Corp. 1.5%
Value ($000) $5,145 Shares 116,557 Est. Cost $29.04 Unrealized +35.3%
PG Procter & Gamble Co. 1.4%
Value ($000) $4,799 Shares 61,359 Est. Cost $55.30 Unrealized +8.4%
KMI Kinder Morgan, Inc. 1.2%
Value ($000) $4,359 Shares 113,563 Est. Cost $21.73 Unrealized +12.0%
BMY Bristol-Myers Squibb Co. 1.2%
Value ($000) $4,248 Shares 63,849 Est. Cost $31.65 Unrealized +45.4%
DIS Walt Disney Company 1.2%
Value ($000) $4,207 Shares 36,869 Est. Cost $79.64 Unrealized +25.6%
MMM 3M Company 1.1%
Value ($000) $3,969 Shares 25,728 Est. Cost $71.08 Unrealized +33.4%
PFE Pfizer, Inc. 1.1%
Value ($000) $3,842 Shares 114,606 Est. Cost $16.30 Unrealized +27.5%
NOC Northrop Grumman Corp. 1.0%
Value ($000) $3,645 Shares 22,979 Est. Cost $98.63 Unrealized +36.5%
CVX Chevron Corporation 0.9%
Value ($000) $3,207 Shares 33,251 Est. Cost $69.49 Unrealized -4.4%
SPY SPDR S&P 500 ETF 0.9%
Value ($000) $3,053 Shares 14,833 Est. Cost $184.48 Unrealized
IVV IShares S&P 500 Index Fd 0.9%
Value ($000) $2,992 Shares 14,441 Est. Cost $194.55 Unrealized
UPS United Parcel Service 0.8%
Value ($000) $2,934 Shares 30,278 Est. Cost $64.85 Unrealized +4.4%
IBM International Business Machines 0.8%
Value ($000) $2,761 Shares 16,981 Est. Cost $111.30 Unrealized -7.5%
ORCL Oracle Corp. 0.8%
Value ($000) $2,710 Shares 67,260 Est. Cost $33.19 Unrealized +11.5%
EBAY Ebay Inc. 0.8%
Value ($000) $2,646 Shares 43,932 Est. Cost $20.57 Unrealized +7.9%
USB U. S. Bancorp New 0.7%
Value ($000) $2,616 Shares 60,281 Est. Cost $25.32 Unrealized +18.1%
T AT&T Inc. 0.7%
Value ($000) $2,595 Shares 73,079 Est. Cost $11.28 Unrealized +8.3%
VZ Verizon Communications 0.7%
Value ($000) $2,591 Shares 55,599 Est. Cost $26.21 Unrealized +8.1%
HON Honeywell International Inc. 0.7%
Value ($000) $2,516 Shares 24,686 Est. Cost $50.55 Unrealized +47.9%
DHR Danaher Corp. 0.7%
Value ($000) $2,497 Shares 29,189 Est. Cost $30.28 Unrealized +15.1%
KO Coca-Cola Co. 0.7%
Value ($000) $2,479 Shares 63,201 Est. Cost $26.59 Unrealized +9.2%
SLB Schlumberger Ltd. 0.7%
Value ($000) $2,476 Shares 28,736 Est. Cost $57.93 Unrealized +15.3%
VTI Vanguard Total Stock Market ETF 0.7%
Value ($000) $2,456 Shares 22,956 Est. Cost $106.00 Unrealized
The Blackstone Group 0.7%
Value ($000) $2,445 Shares 59,848 Est. Cost $32.60 Unrealized
Monsanto Co. 0.7%
Value ($000) $2,324 Shares 21,808 Est. Cost $111.26 Unrealized
INTC Intel Corp. 0.7%
Value ($000) $2,271 Shares 74,670 Est. Cost $21.52 Unrealized +16.6%
PEP Pepsico Inc. 0.6%
Value ($000) $2,245 Shares 24,069 Est. Cost $55.51 Unrealized +24.9%
PM Phillip Morris International 0.6%
Value ($000) $2,229 Shares 27,813 Est. Cost $47.80 Unrealized +1.1%
HD Home Depot Inc. 0.6%
Value ($000) $2,225 Shares 20,023 Est. Cost $63.98 Unrealized +36.1%
MRK Merck & Co Inc New 0.6%
Value ($000) $2,086 Shares 36,654 Est. Cost $32.88 Unrealized +22.4%
MDT Medtronic PLC 0.6%
Value ($000) $2,043 Shares 27,578 Est. Cost $58.56 Unrealized +0.4%
SWK Stanley Black & Decker Inc. 0.6%
Value ($000) $1,997 Shares 18,984 Est. Cost $67.65 Unrealized +14.7%
CSCO Cisco Systems Inc. 0.6%
Value ($000) $1,936 Shares 70,538 Est. Cost $15.25 Unrealized +35.3%
VWO Vanguard FTSE Emerging Markets 0.5%
Value ($000) $1,917 Shares 46,896 Est. Cost $39.68 Unrealized
ABT Abbott Laboratories 0.5%
Value ($000) $1,834 Shares 37,387 Est. Cost $28.52 Unrealized +37.9%
Du Pont De Nemours 0.5%
Value ($000) $1,826 Shares 28,561 Est. Cost $62.30 Unrealized
MCD McDonald's Corp. 0.5%
Value ($000) $1,814 Shares 19,090 Est. Cost $68.79 Unrealized +7.8%
BAC Bank Of America Corporation 0.5%
Value ($000) $1,778 Shares 104,503 Est. Cost $12.50 Unrealized +5.0%
AXP American Express 0.5%
Value ($000) $1,773 Shares 22,823 Est. Cost $64.20 Unrealized +6.0%
Express Scripts Holding Co 0.5%
Value ($000) $1,759 Shares 19,787 Est. Cost $65.09 Unrealized
IJH IShares Tr S&P Midcap 400 Index 0.5%
Value ($000) $1,752 Shares 11,689 Est. Cost $144.98 Unrealized
MA Mastercard Inc Cl A 0.5%
Value ($000) $1,731 Shares 18,532 Est. Cost $73.26 Unrealized +17.5%
EEM IShares Tr Emerging Markets Ind 0.5%
Value ($000) $1,721 Shares 43,460 Est. Cost $39.28 Unrealized
IJK IShares Tr S&P MidCap 400 Growt 0.5%
Value ($000) $1,706 Shares 10,070 Est. Cost $159.84 Unrealized
LECO Lincoln Electric Holdings Inc. 0.5%
Value ($000) $1,701 Shares 27,950 Est. Cost $55.38 Unrealized +19.6%
SBUX Starbucks corp 0.5%
Value ($000) $1,700 Shares 31,713 Est. Cost $37.25 Unrealized +9.9%
EFA IShares Tr Europe and Far East 0.5%
Value ($000) $1,694 Shares 26,692 Est. Cost $63.01 Unrealized
Powershares QQQ TR UNIT Ser 1 0.5%
Value ($000) $1,686 Shares 15,753 Est. Cost $103.62 Unrealized
SO Southern Co. 0.5%
Value ($000) $1,642 Shares 39,215 Est. Cost $26.16 Unrealized +6.2%
COST Costco Wholesale Corp New 0.5%
Value ($000) $1,627 Shares 12,054 Est. Cost $93.55 Unrealized +28.5%
Kohlberg Kravis Roberts & Co. 0.5%
Value ($000) $1,619 Shares 70,872 Est. Cost $22.80 Unrealized
BRK/B Berkshire Hathaway Inc DE Cl B 0.5%
Value ($000) $1,604 Shares 11,788 Est. Cost $121.10 Unrealized +17.8%
LOW Lowe's Cos. 0.5%
Value ($000) $1,594 Shares 23,823 Est. Cost $37.81 Unrealized +55.5%
CWB SPDR Barclays Capital Conv Secs 0.5%
Value ($000) $1,581 Shares 33,246 Est. Cost $47.73 Unrealized
BP BP PLC ADR 0.5%
Value ($000) $1,578 Shares 39,505 Est. Cost $40.48 Unrealized
CL Colgate-Palmolive Co. 0.4%
Value ($000) $1,554 Shares 23,770 Est. Cost $41.36 Unrealized +28.1%
QAI IQ hedge MultilQ Hedge Multi- S 0.4%
Value ($000) $1,549 Shares 52,370 Est. Cost $28.94 Unrealized
MIDD Middleby Corp. 0.4%
Value ($000) $1,549 Shares 13,807 Est. Cost $86.66 Unrealized +23.5%
TGT Target Corp. 0.4%
Value ($000) $1,545 Shares 18,937 Est. Cost $50.20 Unrealized +17.7%
BF/A Brown Forman Corp Cl A 0.4%
Value ($000) $1,504 Shares 13,500 Est. Cost $16.09 Unrealized +53.5%
Google, Inc. Class C 0.4%
Value ($000) $1,456 Shares 2,798 Est. Cost $561.39 Unrealized
Nustar Energy LP 0.4%
Value ($000) $1,436 Shares 24,200 Est. Cost $46.13 Unrealized
SCHW Charles Schwab Corp. 0.4%
Value ($000) $1,415 Shares 43,343 Est. Cost $24.32 Unrealized +14.1%
AGG IShares Core Total Bond Mkt 0.4%
Value ($000) $1,413 Shares 13,000 Est. Cost $110.64 Unrealized
DUK Duke Energy Corp New 0.4%
Value ($000) $1,405 Shares 19,906 Est. Cost $40.59 Unrealized +20.0%
Google Inc Cl A 0.4%
Value ($000) $1,392 Shares 2,579 Est. Cost $705.16 Unrealized
National Grid PLC Spons New 0.4%
Value ($000) $1,382 Shares 21,418 Est. Cost $57.04 Unrealized
Johnson Controls Inc. 0.4%
Value ($000) $1,367 Shares 27,620 Est. Cost $48.72 Unrealized
QCOM Qualcomm Inc. 0.4%
Value ($000) $1,348 Shares 21,528 Est. Cost $50.11 Unrealized +0.4%
FDX FedEx Corp. 0.4%
Value ($000) $1,322 Shares 7,760 Est. Cost $141.35 Unrealized +5.0%
NKE Nike Inc Cl B 0.4%
Value ($000) $1,262 Shares 11,686 Est. Cost $32.16 Unrealized +39.3%
Energy Transfer Partners LP 0.4%
Value ($000) $1,259 Shares 24,135 Est. Cost $53.00 Unrealized
Apollo Global Management LLC 0.3%
Value ($000) $1,202 Shares 54,300 Est. Cost $22.14 Unrealized
KMB Kimberly Clark Corp. 0.3%
Value ($000) $1,200 Shares 11,332 Est. Cost $58.70 Unrealized +29.2%
United Technologies Corp. 0.3%
Value ($000) $1,187 Shares 10,708 Est. Cost $106.25 Unrealized
SYK Stryker Corp. 0.3%
Value ($000) $1,177 Shares 12,324 Est. Cost $61.92 Unrealized +35.3%
EOG Eog Resources Inc 0.3%
Value ($000) $1,173 Shares 13,405 Est. Cost $61.91 Unrealized +9.6%
Time Warner Inc. New 0.3%
Value ($000) $1,154 Shares 13,213 Est. Cost $70.69 Unrealized
PowerShares DWA SmCp Technical 0.3%
Value ($000) $1,145 Shares 27,631 Est. Cost $37.64 Unrealized
COP ConocoPhillips 0.3%
Value ($000) $1,124 Shares 18,315 Est. Cost $44.24 Unrealized +4.9%
PPG PPG Industries, Inc. 0.3%
Value ($000) $1,119 Shares 9,762 Est. Cost $85.50 Unrealized +10.4%
NEOG Neogen Corp. 0.3%
Value ($000) $1,112 Shares 23,448 Est. Cost $14.86 Unrealized +16.6%
EMC Corp. 0.3%
Value ($000) $1,109 Shares 42,059 Est. Cost $25.18 Unrealized
Praxair Inc 0.3%
Value ($000) $1,095 Shares 9,169 Est. Cost $122.21 Unrealized
Hertz Global Holdings Inc 0.3%
Value ($000) $1,086 Shares 59,967 Est. Cost $20.76 Unrealized
NSRGY Nestle SA Sponsored ADR 0.3%
Value ($000) $1,064 Shares 14,754 Est. Cost $72.06 Unrealized
UNH UnitedHealth Group Inc 0.3%
Value ($000) $1,064 Shares 8,726 Est. Cost $68.58 Unrealized +45.2%
MDLZ Mondelez International Inc. 0.3%
Value ($000) $1,061 Shares 25,802 Est. Cost $25.72 Unrealized +20.0%
Cooper Cos Inc New 0.3%
Value ($000) $1,050 Shares 5,900 Est. Cost $128.07 Unrealized
NEE Nextera Energy Inc. 0.3%
Value ($000) $1,049 Shares 10,703 Est. Cost $13.47 Unrealized +43.1%
V Visa Inc Class A 0.3%
Value ($000) $1,044 Shares 15,559 Est. Cost $59.23 Unrealized +6.2%
GLW Corning Inc. 0.3%
Value ($000) $1,019 Shares 51,674 Est. Cost $13.14 Unrealized +22.6%
Dow Chemical Co. 0.3%
Value ($000) $1,003 Shares 19,616 Est. Cost $49.61 Unrealized
EWC IShares MSCI Canada Index 0.3%
Value ($000) $997 Shares 37,409 Est. Cost $28.46 Unrealized
WMT Wal-Mart Stores Inc. 0.3%
Value ($000) $992 Shares 13,988 Est. Cost $19.50 Unrealized +7.1%
UNP Union Pacific Corp. 0.3%
Value ($000) $948 Shares 9,946 Est. Cost $75.43 Unrealized +8.7%
AMGN Amgen Inc. 0.3%
Value ($000) $936 Shares 6,100 Est. Cost $86.86 Unrealized +35.4%
COF Capital One Financial 0.3%
Value ($000) $912 Shares 10,374 Est. Cost $65.12 Unrealized +6.4%
Scripps Networks Interactive In 0.3%
Value ($000) $896 Shares 13,720 Est. Cost $67.49 Unrealized
O Realty Income Corporation 0.3%
Value ($000) $889 Shares 20,043 Est. Cost $23.46 Unrealized +18.5%
VB Vanguard Small-Cap ETF 0.3%
Value ($000) $889 Shares 7,321 Est. Cost $108.83 Unrealized
PAA Plains All American Pipeline, L 0.3%
Value ($000) $886 Shares 20,340 Est. Cost $55.96 Unrealized
RPM RPM Inc. 0.3%
Value ($000) $883 Shares 18,047 Est. Cost $44.25 Unrealized +11.3%
LKQ LKQ Corp 0.3%
Value ($000) $874 Shares 28,905 Est. Cost $23.59 Unrealized +5.8%
GILD Gilead Sciences Inc. 0.2%
Value ($000) $871 Shares 7,449 Est. Cost $52.14 Unrealized +45.7%
APD Air Products and Chemicals, Inc 0.2%
Value ($000) $871 Shares 6,366 Est. Cost $72.23 Unrealized +45.2%
PAYX Paychex Inc. 0.2%
Value ($000) $851 Shares 18,174 Est. Cost $35.06 Unrealized +1.1%
BA Boeing Co. 0.2%
Value ($000) $847 Shares 6,110 Est. Cost $95.13 Unrealized +35.4%
Altera Corp. 0.2%
Value ($000) $843 Shares 16,480 Est. Cost $34.58 Unrealized
CVS CVS/ Caremark Corp. 0.2%
Value ($000) $832 Shares 7,946 Est. Cost $46.62 Unrealized +61.4%
DE Deere & Co. 0.2%
Value ($000) $825 Shares 8,508 Est. Cost $69.00 Unrealized +9.2%
EZM WisdomTree Mid Cap Earnings ETF 0.2%
Value ($000) $822 Shares 8,656 Est. Cost $73.29 Unrealized
IEFA IShares Core MSCI EAFE 0.2%
Value ($000) $821 Shares 14,085 Est. Cost $59.22 Unrealized
Stericycle Inc. 0.2%
Value ($000) $817 Shares 6,110 Est. Cost $129.07 Unrealized
IBB IShares Tr Nasdaq Biotechnology 0.2%
Value ($000) $810 Shares 2,199 Est. Cost $306.29 Unrealized
VOO Vanguard Index Funds S&P 500 ET 0.2%
Value ($000) $800 Shares 4,239 Est. Cost $184.49 Unrealized
MU Micron Technology, Inc. 0.2%
Value ($000) $792 Shares 42,054 Est. Cost $28.56 Unrealized -8.9%
Nordstrom Inc 0.2%
Value ($000) $781 Shares 10,485 Est. Cost $68.01 Unrealized
Walgreens Boots Alliance Inc. 0.2%
Value ($000) $781 Shares 9,250 Est. Cost $77.63 Unrealized
EPD Enterprise Products Partners LP 0.2%
Value ($000) $780 Shares 26,119 Est. Cost $49.46 Unrealized
AMZN Amazon.Com 0.2%
Value ($000) $768 Shares 1,771 Est. Cost $14.15 Unrealized +47.7%
Symantec Corp. 0.2%
Value ($000) $757 Shares 32,602 Est. Cost $23.32 Unrealized
Constellation Brands, Inc. 0.2%
Value ($000) $754 Shares 6,450 Est. Cost $84.03 Unrealized
MCK McKesson Corp. 0.2%
Value ($000) $753 Shares 3,351 Est. Cost $163.88 Unrealized +30.0%
CBRE CBRE Group Inc. CL A 0.2%
Value ($000) $745 Shares 20,143 Est. Cost $34.86 Unrealized +8.9%
Magellan Midstream Partners, L. 0.2%
Value ($000) $742 Shares 10,121 Est. Cost $76.80 Unrealized
FRCB First Republic Bank San Fran 0.2%
Value ($000) $742 Shares 11,785 Est. Cost $39.43 Unrealized +44.9%
ALL Allstate Corp. 0.2%
Value ($000) $738 Shares 11,382 Est. Cost $41.38 Unrealized +31.3%
CHRW CH Robinson Worldwide Inc. 0.2%
Value ($000) $735 Shares 11,785 Est. Cost $55.78 Unrealized -8.3%
NWL Newell Rubbermaid Inc. 0.2%
Value ($000) $714 Shares 17,380 Est. Cost $20.82 Unrealized +26.8%
Shire Pharmaceuticals Group Plc 0.2%
Value ($000) $713 Shares 2,956 Est. Cost $219.59 Unrealized
St Jude Medical Inc 0.2%
Value ($000) $697 Shares 9,541 Est. Cost $73.05 Unrealized
TROW T. Rowe Price Group Inc. 0.2%
Value ($000) $683 Shares 8,797 Est. Cost $47.48 Unrealized +16.1%
ADI Analog Devices Inc. 0.2%
Value ($000) $675 Shares 10,526 Est. Cost $37.26 Unrealized +40.3%
Viacom Inc. Cl B 0.2%
Value ($000) $670 Shares 10,368 Est. Cost $72.61 Unrealized
IShares MSCI Japan Index Fund 0.2%
Value ($000) $663 Shares 51,799 Est. Cost $11.98 Unrealized
ADT Corporation 0.2%
Value ($000) $654 Shares 19,493 Est. Cost $40.62 Unrealized
SXT Sensient Technologies Corp Com 0.2%
Value ($000) $652 Shares 9,550 Est. Cost $54.85 Unrealized +23.8%
AMT American Tower REIT Com 0.2%
Value ($000) $650 Shares 6,970 Est. Cost $70.40 Unrealized +3.7%
Hubbell Inc. Class B 0.2%
Value ($000) $646 Shares 5,973 Est. Cost $109.51 Unrealized
ECL Ecolab Inc. 0.2%
Value ($000) $630 Shares 5,583 Est. Cost $88.52 Unrealized +15.5%
Celgene Corp 0.2%
Value ($000) $628 Shares 5,428 Est. Cost $108.77 Unrealized
Chubb Corp. 0.2%
Value ($000) $627 Shares 6,600 Est. Cost $94.22 Unrealized
GM General Motors Co. 0.2%
Value ($000) $620 Shares 18,614 Est. Cost $28.12 Unrealized -1.0%
Powershares Dynamic Pharmaceuti 0.2%
Value ($000) $607 Shares 7,755 Est. Cost $56.22 Unrealized
ADP Automatic Data Processing Inc. 0.2%
Value ($000) $603 Shares 7,527 Est. Cost $45.81 Unrealized +47.6%
Raytheon Co. New 0.2%
Value ($000) $599 Shares 6,268 Est. Cost $83.40 Unrealized
SDY SPDR S&P Dividend ETF 0.2%
Value ($000) $594 Shares 7,798 Est. Cost $78.75 Unrealized
MET MetLife Inc. 0.2%
Value ($000) $593 Shares 10,605 Est. Cost $31.46 Unrealized +5.3%
SPYG SPDR S&P 500 Growth ETF 0.2%
Value ($000) $592 Shares 6,013 Est. Cost $96.14 Unrealized
CINF Cincinnati Financial Corp. 0.2%
Value ($000) $590 Shares 11,761 Est. Cost $30.45 Unrealized +25.6%
CAG Conagra Inc. 0.2%
Value ($000) $583 Shares 13,341 Est. Cost $16.77 Unrealized +24.2%
TJX TJX Companies Inc. 0.2%
Value ($000) $577 Shares 8,728 Est. Cost $24.96 Unrealized +15.0%
US Bancorp Depositary Shares 1/ 0.2%
Value ($000) $572 Shares 20,300 Est. Cost $28.42 Unrealized
Keurig Greem Mountain Inc 0.2%
Value ($000) $571 Shares 7,461 Est. Cost $100.27 Unrealized
YUM Yum Brands Inc. 0.2%
Value ($000) $570 Shares 6,345 Est. Cost $38.61 Unrealized +34.6%
WEC WEC Energy Group Inc 0.2%
Value ($000) $557 Shares 12,401 Est. Cost $33.96 Unrealized 0.0%
BOND Pimco Total Return ETF 0.2%
Value ($000) $551 Shares 5,152 Est. Cost $105.62 Unrealized
SNY Sanofi-Aventis 0.2%
Value ($000) $550 Shares 11,124 Est. Cost $49.42 Unrealized
McGraw Hill Companies Inc. 0.2%
Value ($000) $545 Shares 5,431 Est. Cost $58.93 Unrealized
Dr Pepper Snapple Group, Inc. 0.2%
Value ($000) $543 Shares 7,449 Est. Cost $77.68 Unrealized
Diebold Inc. 0.2%
Value ($000) $543 Shares 15,535 Est. Cost $39.05 Unrealized
Anadarko Petroleum Corp. 0.2%
Value ($000) $540 Shares 6,927 Est. Cost $84.82 Unrealized
Mallinckrodt PLC 0.2%
Value ($000) $540 Shares 4,588 Est. Cost $125.87 Unrealized
DVN Devon Energy Corp 0.2%
Value ($000) $537 Shares 9,049 Est. Cost $43.43 Unrealized +1.9%
ASML ASML Holding NV ADR 0.2%
Value ($000) $537 Shares 5,162 Est. Cost $84.24 Unrealized
Scana Corp New 0.2%
Value ($000) $534 Shares 10,550 Est. Cost $51.13 Unrealized
Nielsen Holdings BV 0.2%
Value ($000) $530 Shares 11,851 Est. Cost $44.71 Unrealized
FE Firstenergy Corp. 0.2%
Value ($000) $528 Shares 16,251 Est. Cost $21.42 Unrealized +4.7%
VO Vanguard Mid-Cap ETF 0.2%
Value ($000) $528 Shares 4,145 Est. Cost $116.10 Unrealized
ACWX MFC IShares Tr MSCI ACWI Ex US 0.2%
Value ($000) $524 Shares 11,881 Est. Cost $48.06 Unrealized
GD General Dynamics Corp. 0.1%
Value ($000) $522 Shares 3,685 Est. Cost $77.74 Unrealized +41.9%
IVZ Invesco Ltd Shares 0.1%
Value ($000) $509 Shares 13,584 Est. Cost $22.00 Unrealized +13.3%
SYY Sysco Corp. 0.1%
Value ($000) $507 Shares 14,054 Est. Cost $27.24 Unrealized +3.8%
AEE Ameren Corp. 0.1%
Value ($000) $502 Shares 13,335 Est. Cost $29.30 Unrealized -0.7%
OXY Occidental Petroleum 0.1%
Value ($000) $494 Shares 6,363 Est. Cost $55.54 Unrealized +2.4%
NDAQ NASDAQ OMX Group, Inc. 0.1%
Value ($000) $494 Shares 10,126 Est. Cost $9.37 Unrealized +50.5%
PH Parker-Hannifin Corp. 0.1%
Value ($000) $490 Shares 4,220 Est. Cost $99.70 Unrealized +1.8%
EFX Equifax Inc. 0.1%
Value ($000) $489 Shares 5,037 Est. Cost $51.44 Unrealized +71.3%
Kraft Foods Group, Inc. 0.1%
Value ($000) $488 Shares 5,735 Est. Cost $56.85 Unrealized
Annaly Capital Mgmt Inc Ser A C 0.1%
Value ($000) $483 Shares 19,295 Est. Cost $24.99 Unrealized
DAL Delta Airlines Inc New 0.1%
Value ($000) $479 Shares 11,672 Est. Cost $31.49 Unrealized +21.9%
PEG Public Service Group 0.1%
Value ($000) $475 Shares 12,118 Est. Cost $20.30 Unrealized +40.9%
ET MLP Energy Transfer Equity LP C 0.1%
Value ($000) $474 Shares 7,400 Est. Cost $64.05 Unrealized
BF/B Brown Forman Inc. B 0.1%
Value ($000) $473 Shares 4,725 Est. Cost $21.16 Unrealized +48.8%
HII Huntington Ingalls Inds Inc 0.1%
Value ($000) $466 Shares 4,139 Est. Cost $75.30 Unrealized +38.3%
HUN Huntsman Corp 0.1%
Value ($000) $464 Shares 21,028 Est. Cost $18.38 Unrealized +23.1%
ROK Rockwell Automation Inc. 0.1%
Value ($000) $463 Shares 3,717 Est. Cost $74.10 Unrealized +32.0%
ARCC Ares Capital Corporation 0.1%
Value ($000) $463 Shares 28,158 Est. Cost $5.64 Unrealized +7.1%
CAT Caterpillar Inc. 0.1%
Value ($000) $461 Shares 5,443 Est. Cost $68.78 Unrealized -4.2%
GIS General Mills Inc. 0.1%
Value ($000) $461 Shares 8,285 Est. Cost $30.75 Unrealized +26.1%
MFC iShares Inc MSCI UK ETF 0.1%
Value ($000) $459 Shares 25,165 Est. Cost $19.16 Unrealized
EMOIX Eaton Vance Mun Opptys Cl I 0.1%
Value ($000) $458 Shares 40,135 Est. Cost $11.41 Unrealized
NVO Novo-Nordisk a/s ADR 0.1%
Value ($000) $457 Shares 8,346 Est. Cost $50.29 Unrealized
SHW Sherwin-Williams Co. 0.1%
Value ($000) $455 Shares 1,658 Est. Cost $50.20 Unrealized +70.9%
Realogy Holdings Corp 0.1%
Value ($000) $452 Shares 9,681 Est. Cost $45.52 Unrealized
LLY Eli Lilly & Co. 0.1%
Value ($000) $446 Shares 5,344 Est. Cost $43.47 Unrealized +45.4%
IP International Paper 0.1%
Value ($000) $443 Shares 9,320 Est. Cost $28.99 Unrealized +8.7%
EWN iShares MSCI Netherlands 0.1%
Value ($000) $441 Shares 17,194 Est. Cost $25.26 Unrealized
BB&T Corp. 0.1%
Value ($000) $437 Shares 10,864 Est. Cost $34.47 Unrealized
SNA Snap-On Inc. 0.1%
Value ($000) $431 Shares 2,712 Est. Cost $67.52 Unrealized +78.5%
Bank of America Corp Dep Shs 1/ 0.1%
Value ($000) $424 Shares 4,000 Est. Cost $112.53 Unrealized
D Dominion Resources Inc. 0.1%
Value ($000) $412 Shares 6,168 Est. Cost $35.72 Unrealized +24.8%
EWA IShares MSCI Australia Index 0.1%
Value ($000) $408 Shares 19,425 Est. Cost $22.67 Unrealized
LMT Lockheed Martin Corp. 0.1%
Value ($000) $406 Shares 2,184 Est. Cost $105.40 Unrealized +37.2%
Countrywide Capital V Trust Pre 0.1%
Value ($000) $404 Shares 15,691 Est. Cost $25.23 Unrealized
SanDisk Corp. 0.1%
Value ($000) $403 Shares 6,923 Est. Cost $85.05 Unrealized
HYLS First Trust High Yield Long/Sho 0.1%
Value ($000) $399 Shares 8,000 Est. Cost $52.14 Unrealized
TE Connectivity Ltd 0.1%
Value ($000) $397 Shares 6,186 Est. Cost $59.99 Unrealized
QQEW First Trust NASDAQ 100 Equal We 0.1%
Value ($000) $392 Shares 8,987 Est. Cost $32.51 Unrealized
CSX CSX Corp. 0.1%
Value ($000) $382 Shares 11,726 Est. Cost $7.85 Unrealized +25.2%
MDIV First Trust Multi Asset Div Inc 0.1%
Value ($000) $378 Shares 18,980 Est. Cost $21.29 Unrealized
EWQ iShares MSCI France 0.1%
Value ($000) $377 Shares 14,683 Est. Cost $25.94 Unrealized
NSC Norfolk Southern 0.1%
Value ($000) $375 Shares 4,304 Est. Cost $59.39 Unrealized +30.4%
Ansys Inc 0.1%
Value ($000) $370 Shares 4,063 Est. Cost $81.32 Unrealized
Spectra Energy Corp 0.1%
Value ($000) $363 Shares 11,142 Est. Cost $36.44 Unrealized
iShares MSCI Italy Index 0.1%
Value ($000) $363 Shares 24,408 Est. Cost $14.80 Unrealized
C.R. Bard Inc. 0.1%
Value ($000) $362 Shares 2,125 Est. Cost $116.93 Unrealized
CSBB CSB Bancorp Inc. 0.1%
Value ($000) $361 Shares 24,080 Est. Cost $21.97 Unrealized
MAR Marriott International Inc. Cla 0.1%
Value ($000) $357 Shares 4,807 Est. Cost $39.85 Unrealized +78.7%
Liberty Global PLC 0.1%
Value ($000) $357 Shares 7,057 Est. Cost $49.82 Unrealized
CMCSA Comcast Corp New CL A 0.1%
Value ($000) $353 Shares 5,877 Est. Cost $18.26 Unrealized +25.8%
AMAT Applied Materials Inc. 0.1%
Value ($000) $353 Shares 18,396 Est. Cost $15.23 Unrealized +18.3%
Cigna Corp 0.1%
Value ($000) $348 Shares 2,149 Est. Cost $131.28 Unrealized
SPG Simon Property Group Inc 0.1%
Value ($000) $347 Shares 2,009 Est. Cost $108.12 Unrealized 0.0%
OMC Omnicom Group Inc. 0.1%
Value ($000) $345 Shares 4,966 Est. Cost $39.15 Unrealized +34.7%
EZU Ishares MSCI EMU 0.1%
Value ($000) $342 Shares 9,124 Est. Cost $36.67 Unrealized
NTAP Netapp, Inc. 0.1%
Value ($000) $341 Shares 10,826 Est. Cost $28.65 Unrealized -7.7%
Market Vectors Biotech ETF 0.1%
Value ($000) $338 Shares 2,511 Est. Cost $68.50 Unrealized
Powershares Dynamic Leisure & E 0.1%
Value ($000) $337 Shares 9,217 Est. Cost $31.40 Unrealized
BFH Alliance Data Systems Inc 0.1%
Value ($000) $334 Shares 1,147 Est. Cost $197.30 Unrealized +4.7%
GS Goldman Sachs Group Inc. 0.1%
Value ($000) $333 Shares 1,596 Est. Cost $134.44 Unrealized +22.4%
FV First Trust Dorsey Wright Focus 0.1%
Value ($000) $328 Shares 13,452 Est. Cost $24.08 Unrealized
EMR Emerson Electric Company 0.1%
Value ($000) $325 Shares 5,880 Est. Cost $40.18 Unrealized +10.1%
KMX CarMax Inc 0.1%
Value ($000) $324 Shares 4,900 Est. Cost $71.28 Unrealized 0.0%
FXI IShares FTSE/Xinhua China 25 In 0.1%
Value ($000) $323 Shares 7,026 Est. Cost $42.18 Unrealized
AVY Avery Dennison Corp. 0.1%
Value ($000) $321 Shares 5,274 Est. Cost $39.00 Unrealized +22.2%
TRV Travelers COS Inc 0.1%
Value ($000) $320 Shares 3,317 Est. Cost $66.11 Unrealized +22.4%
ACN Accenture PLC 0.1%
Value ($000) $305 Shares 3,155 Est. Cost $61.23 Unrealized +31.8%
PSX Phillips 66 0.1%
Value ($000) $298 Shares 3,711 Est. Cost $42.42 Unrealized +26.6%
SPDR Barclays 1-3 Month T Bill 0.1%
Value ($000) $293 Shares 6,413 Est. Cost $45.69 Unrealized
TMO Thermo Fisher Scientific, Inc. 0.1%
Value ($000) $293 Shares 2,272 Est. Cost $92.12 Unrealized +37.1%
NUE Nucor Corp. 0.1%
Value ($000) $286 Shares 6,502 Est. Cost $34.77 Unrealized +7.1%
IWS IShares Russell Midcap Value In 0.1%
Value ($000) $286 Shares 3,885 Est. Cost $68.84 Unrealized
FACDX FIDELITY ADVISOR HEALTH CARE 0.1%
Value ($000) $284 Shares 6,515 Est. Cost $38.83 Unrealized
WAB Wabtec Corp. 0.1%
Value ($000) $284 Shares 3,022 Est. Cost $72.93 Unrealized +26.8%
ACTG Acacia Research Corp. 0.1%
Value ($000) $283 Shares 32,330 Est. Cost $14.20 Unrealized -30.2%
IWD IShares Tr Russell 1000 Value I 0.1%
Value ($000) $283 Shares 2,744 Est. Cost $101.63 Unrealized
ENZL iShares MSCI New Zealand Capped 0.1%
Value ($000) $282 Shares 8,144 Est. Cost $39.51 Unrealized
ETN Eaton Corporation PLC 0.1%
Value ($000) $282 Shares 4,179 Est. Cost $47.51 Unrealized +16.1%
Powershares Buyback Achievers 0.1%
Value ($000) $281 Shares 5,791 Est. Cost $39.36 Unrealized
Enbridge Energy Partners LP 0.1%
Value ($000) $280 Shares 8,422 Est. Cost $35.01 Unrealized
CHD Church & Dwight Co., Inc. 0.1%
Value ($000) $277 Shares 3,417 Est. Cost $36.07 Unrealized +0.9%
BR Broadridge Financial Solutions 0.1%
Value ($000) $275 Shares 5,517 Est. Cost $42.18 Unrealized +4.7%
WPC W P Carey Inc 0.1%
Value ($000) $271 Shares 4,603 Est. Cost $62.50 Unrealized
PNC PNC Financial Services Group 0.1%
Value ($000) $268 Shares 2,812 Est. Cost $53.29 Unrealized +27.0%
Dish Network Corp Class A 0.1%
Value ($000) $266 Shares 3,941 Est. Cost $69.61 Unrealized
ITW Illinois Tool Works Inc. 0.1%
Value ($000) $265 Shares 2,894 Est. Cost $62.73 Unrealized +17.9%
Hanesbrands Inc. 0.1%
Value ($000) $260 Shares 7,811 Est. Cost $40.55 Unrealized
TEVA Teva Pharmaceutical ADR 0.1%
Value ($000) $258 Shares 4,379 Est. Cost $42.81 Unrealized
BE Aerospace Inc. 0.1%
Value ($000) $258 Shares 4,712 Est. Cost $65.17 Unrealized
ZTS Zoetis Inc Com Cl A 0.1%
Value ($000) $258 Shares 5,352 Est. Cost $41.44 Unrealized +6.1%
Consolidated Communications Hol 0.1%
Value ($000) $255 Shares 12,150 Est. Cost $20.37 Unrealized
GPC Genuine Parts 0.1%
Value ($000) $254 Shares 2,839 Est. Cost $57.87 Unrealized +17.1%
Aon PLC Class A 0.1%
Value ($000) $251 Shares 2,526 Est. Cost $81.56 Unrealized
Cedar Fair L.P. 0.1%
Value ($000) $250 Shares 4,600 Est. Cost $57.26 Unrealized
SBR Sabine Royalty Trust 0.1%
Value ($000) $249 Shares 6,600 Est. Cost $60.61 Unrealized
FTSL First Trust Senior Loan 0.1%
Value ($000) $247 Shares 5,070 Est. Cost $48.72 Unrealized
MZTI Lancaster Colony Corp 0.1%
Value ($000) $243 Shares 2,680 Est. Cost $91.73 Unrealized -0.0%
Wyndham Worldwide Corp 0.1%
Value ($000) $238 Shares 2,909 Est. Cost $86.10 Unrealized
A Agilent Technologies Inc. 0.1%
Value ($000) $238 Shares 6,190 Est. Cost $36.38 Unrealized +4.7%
American Realty Capital Propert 0.1%
Value ($000) $237 Shares 29,203 Est. Cost $14.02 Unrealized
BABA ALIBABA GROUP HOLDING 0.1%
Value ($000) $236 Shares 2,870 Est. Cost $82.23 Unrealized
EWZ IShares Inc Brazil Free Index F 0.1%
Value ($000) $235 Shares 7,173 Est. Cost $32.76 Unrealized
DEO Diageo PLC ADR 0.1%
Value ($000) $235 Shares 2,035 Est. Cost $117.80 Unrealized
MINT Pimco Enchnaced Short Maturity 0.1%
Value ($000) $233 Shares 2,311 Est. Cost $100.82 Unrealized
Lam Research Corp. 0.1%
Value ($000) $231 Shares 2,851 Est. Cost $70.18 Unrealized
NVS Novartis AG ADR 0.1%
Value ($000) $231 Shares 2,351 Est. Cost $71.20 Unrealized
BDX Becton, Dickinson & Co. 0.1%
Value ($000) $231 Shares 1,638 Est. Cost $92.21 Unrealized +27.3%
XLU Utilities Select Sector SPDR 0.1%
Value ($000) $228 Shares 5,517 Est. Cost $44.33 Unrealized
Buckeye Partners LP 0.1%
Value ($000) $228 Shares 3,085 Est. Cost $77.00 Unrealized
USMV IShares Tr MSCI USA Min Volatil 0.1%
Value ($000) $226 Shares 5,628 Est. Cost $37.00 Unrealized
ZBH Zimmer Holdings Inc. 0.1%
Value ($000) $226 Shares 2,071 Est. Cost $64.29 Unrealized +57.8%
ING Group N V Perpetual Debt 0.1%
Value ($000) $225 Shares 8,752 Est. Cost $25.71 Unrealized
IWP Ishares Russell Midcap Growth I 0.1%
Value ($000) $225 Shares 2,326 Est. Cost $87.55 Unrealized
ATI Allegheny Technologies Inc. 0.1%
Value ($000) $222 Shares 7,380 Est. Cost $29.80 Unrealized +7.0%
SMART TR ZACK GARP COMPOSITE 35 0.1%
Value ($000) $220 Shares 21,497 Est. Cost $9.78 Unrealized
MTD Mettler-Toledo International In 0.1%
Value ($000) $220 Shares 645 Est. Cost $309.50 Unrealized +6.4%
VNO Vornado Realty Trust 0.1%
Value ($000) $219 Shares 2,307 Est. Cost $106.83 Unrealized
TXN Texas Instruments Inc 0.1%
Value ($000) $218 Shares 4,240 Est. Cost $31.63 Unrealized +30.4%
INDA iShares MSCI India 0.1%
Value ($000) $217 Shares 7,171 Est. Cost $30.26 Unrealized
Glaxosmithkline PLC ADR 0.1%
Value ($000) $216 Shares 5,188 Est. Cost $50.15 Unrealized
SYNA Synaptics Inc. 0.1%
Value ($000) $213 Shares 2,461 Est. Cost $62.73 Unrealized +45.5%
BK Bank New York Mellon Corp 0.1%
Value ($000) $212 Shares 5,060 Est. Cost $29.74 Unrealized +9.9%
SMART TRUST HIGH 20 DIV STRAT 8 0.1%
Value ($000) $211 Shares 22,558 Est. Cost $9.36 Unrealized
AEP American Electric Power Co., In 0.1%
Value ($000) $210 Shares 3,973 Est. Cost $30.88 Unrealized +23.0%
MDYG SPDR Series Trust S&P 400 Mid C 0.1%
Value ($000) $207 Shares 1,662 Est. Cost $126.41 Unrealized
ED Consolidated Edison Inc. 0.1%
Value ($000) $206 Shares 3,575 Est. Cost $35.75 Unrealized +14.7%
Northstar Rlty Fin Corp 0.1%
Value ($000) $205 Shares 12,935 Est. Cost $18.01 Unrealized
Global X FTSE Colombia 20 0.1%
Value ($000) $201 Shares 18,836 Est. Cost $10.47 Unrealized
Hewlett-Packard Co. 0.1%
Value ($000) $200 Shares 6,673 Est. Cost $28.07 Unrealized
Goldcorp Inc. 0.0%
Value ($000) $170 Shares 10,500 Est. Cost $18.07 Unrealized
DLSNX DOUBLELINE LOW DURATION BOND 0.0%
Value ($000) $158 Shares 15,616 Est. Cost $10.12 Unrealized
First Trust Target Div Blend 1 0.0%
Value ($000) $141 Shares 15,393 Est. Cost $10.00 Unrealized
Sirius XM Holdings, Inc. 0.0%
Value ($000) $134 Shares 36,063 Est. Cost $3.72 Unrealized
Black Diamond, Inc. 0.0%
Value ($000) $120 Shares 12,989 Est. Cost $8.87 Unrealized
PSEC Prospect Capital Corp 0.0%
Value ($000) $99 Shares 13,457 Est. Cost $2.36 Unrealized -7.5%
Chambers Street Properties 0.0%
Value ($000) $94 Shares 11,898 Est. Cost $9.23 Unrealized
Frontier Communications Corp. C 0.0%
Value ($000) $63 Shares 12,859 Est. Cost $5.71 Unrealized
Groupon, Inc. 0.0%
Value ($000) $56 Shares 11,306 Est. Cost $8.14 Unrealized
Digital Creative Development 0.0%
Value ($000) $1 Shares 40,000 Est. Cost $0.05 Unrealized
General Motors Corp XXX Submitt 0.0%
Value ($000) $0 Shares 250,000 Est. Cost Unrealized