Linscomb & Williams, Inc. Diversified Active

CIK: 0001313294 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 5, 2015

Total Value ($000): $916,049 (100.0% shares, 0.0% debt)

Holdings (269)

XOM EXXON MOBIL CORP 8.5%
Value ($000) $77,813 Shares 935,258 Est. Cost $55.74 Unrealized -2.6%
DHS WISDOMTREE TR EQTY INC FD 8.3%
Value ($000) $76,156 Shares 1,280,586 Est. Cost $54.32 Unrealized
VEA VANGUARD TAX MANAGED INTL FTSE DEV MKT ETF 7.3%
Value ($000) $66,658 Shares 1,681,173 Est. Cost $38.80 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 7.1%
Value ($000) $65,120 Shares 434,188 Est. Cost $117.00 Unrealized
IVV ISHARES TR CORE S&P500 ETF 6.8%
Value ($000) $62,226 Shares 300,288 Est. Cost $165.01 Unrealized
DON WISDOMTREE TR MIDCAP DIVI FD 6.1%
Value ($000) $55,983 Shares 677,351 Est. Cost $68.11 Unrealized
VTI VANGUARD INDEX FDS TOTAL STK MKT 4.2%
Value ($000) $38,754 Shares 362,115 Est. Cost $82.67 Unrealized
HEDJ WISDOMTREE TR EUROPE HEDGED EQ 3.7%
Value ($000) $34,158 Shares 554,598 Est. Cost $65.88 Unrealized
SDY SPDR SERIES TRUST S&P DIVID ETF 3.4%
Value ($000) $30,822 Shares 404,434 Est. Cost $74.12 Unrealized
DVY ISHARES TR SELECT DIVID ETF 2.1%
Value ($000) $19,376 Shares 257,833 Est. Cost $64.07 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 1.4%
Value ($000) $12,390 Shares 45,350 Est. Cost $250.57 Unrealized
VXF VANGUARD INDEX FDS EXTEND MKT ETF 1.3%
Value ($000) $12,109 Shares 131,636 Est. Cost $69.83 Unrealized
OXY OCCIDENTAL PETE CORP DEL 1.2%
Value ($000) $11,096 Shares 142,672 Est. Cost $58.25 Unrealized -2.4%
EES WISDOMTREE TR SMLCAP EARN FD 1.2%
Value ($000) $10,583 Shares 124,980 Est. Cost $81.93 Unrealized
DEM WISDOMTREE TR EMERG MKTS ETF 0.9%
Value ($000) $7,976 Shares 183,654 Est. Cost $48.95 Unrealized
IDV ISHARES INTL SEL DIV ETF 0.8%
Value ($000) $7,699 Shares 238,129 Est. Cost $38.44 Unrealized
GENERAL ELECTRIC CO 0.8%
Value ($000) $7,647 Shares 287,796 Est. Cost $24.19 Unrealized
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2017 0.7%
Value ($000) $6,842 Shares 300,734 Est. Cost $22.80 Unrealized
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2016 0.7%
Value ($000) $6,657 Shares 299,663 Est. Cost $22.36 Unrealized
CLAYMORE EXCHANGE TRD FD TR GUG MULTI ASSET 0.7%
Value ($000) $6,444 Shares 306,837 Est. Cost $23.18 Unrealized
AAPL APPLE INC 0.7%
Value ($000) $6,251 Shares 49,840 Est. Cost $26.84 Unrealized +6.3%
CLAYMORE EXCHANGE TRD FD TR GUG BULL2018 E 0.7%
Value ($000) $6,208 Shares 292,002 Est. Cost $21.08 Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $5,804 Shares 131,463 Est. Cost $31.59 Unrealized +24.4%
TORTOISE ENERGY INFRSTRCTR 0.6%
Value ($000) $5,733 Shares 155,315 Est. Cost $46.50 Unrealized
CLAYMORE EXCHANGE TRD FD TR GUG BULL2020 E 0.6%
Value ($000) $5,587 Shares 263,144 Est. Cost $20.98 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $5,207 Shares 53,423 Est. Cost $63.10 Unrealized +18.0%
LNG CHENIERE ENERGY INC 0.6%
Value ($000) $5,186 Shares 74,875 Est. Cost $28.08 Unrealized +166.9%
CLAYMORE EXCHANGE TRD FD TR GUG BULL2019 E 0.5%
Value ($000) $4,865 Shares 230,886 Est. Cost $20.93 Unrealized
CLAYMORE EXCHANGE TRD FD TR GUG BLT2018 HY 0.5%
Value ($000) $4,592 Shares 177,245 Est. Cost $27.33 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.5%
Value ($000) $4,590 Shares 153,579 Est. Cost $48.45 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $4,539 Shares 47,047 Est. Cost $71.13 Unrealized -6.6%
DGRS WISDOMTREE TR US S CAP DIV GRW 0.5%
Value ($000) $4,282 Shares 145,314 Est. Cost $28.57 Unrealized
DTH WISDOMTREE TR DEFA EQT INC ETF 0.4%
Value ($000) $3,809 Shares 90,234 Est. Cost $40.62 Unrealized
T AT&T INC 0.4%
Value ($000) $3,776 Shares 106,312 Est. Cost $11.40 Unrealized +7.1%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $3,723 Shares 54,946 Est. Cost $38.62 Unrealized +27.2%
WALGREENS BOOTS ALLIANCE IN 0.4%
Value ($000) $3,692 Shares 43,721 Est. Cost $76.39 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.4%
Value ($000) $3,471 Shares 35,817 Est. Cost $61.88 Unrealized +9.4%
KMI KINDER MORGAN INC DEL 0.4%
Value ($000) $3,452 Shares 89,917 Est. Cost $20.49 Unrealized +18.8%
MRK MERCK & CO INC NEW 0.4%
Value ($000) $3,451 Shares 60,621 Est. Cost $38.21 Unrealized +5.3%
MCD MCDONALDS CORP 0.4%
Value ($000) $3,393 Shares 35,687 Est. Cost $71.53 Unrealized +3.7%
DLN WISDOMTREE TR LARGECAP DIVID 0.4%
Value ($000) $3,338 Shares 46,049 Est. Cost $67.68 Unrealized
CLAYMORE EXCHANGE TRD FD TR GUG BLT2016 HY 0.4%
Value ($000) $3,251 Shares 123,587 Est. Cost $27.30 Unrealized
CLAYMORE EXCHANGE TRD FD TR GUG BLT2017 HY 0.4%
Value ($000) $3,224 Shares 122,082 Est. Cost $27.52 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $3,166 Shares 47,119 Est. Cost $31.99 Unrealized +32.3%
INTC INTEL CORP 0.3%
Value ($000) $3,148 Shares 103,502 Est. Cost $17.77 Unrealized +41.2%
CLAYMORE EXCHANGE TRD FD TR GUG BUL 2019 HY 0.3%
Value ($000) $3,118 Shares 123,969 Est. Cost $26.34 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $3,118 Shares 39,848 Est. Cost $56.45 Unrealized +6.2%
WFC WELLS FARGO & CO NEW 0.3%
Value ($000) $3,116 Shares 55,409 Est. Cost $30.46 Unrealized +35.8%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $3,082 Shares 16,580 Est. Cost $80.71 Unrealized +79.1%
PEP PEPSICO INC 0.3%
Value ($000) $2,927 Shares 31,361 Est. Cost $57.94 Unrealized +19.6%
KO COCA COLA CO 0.3%
Value ($000) $2,808 Shares 71,589 Est. Cost $27.70 Unrealized +4.8%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $2,758 Shares 59,161 Est. Cost $26.73 Unrealized +5.9%
WMB WILLIAMS COS INC DEL 0.3%
Value ($000) $2,736 Shares 47,666 Est. Cost $19.31 Unrealized +45.4%
DOW CHEM CO 0.3%
Value ($000) $2,731 Shares 53,379 Est. Cost $36.70 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $2,695 Shares 80,363 Est. Cost $16.98 Unrealized +22.3%
CSCO CISCO SYS INC 0.3%
Value ($000) $2,635 Shares 95,946 Est. Cost $15.67 Unrealized +31.6%
LEG LEGGETT & PLATT INC 0.3%
Value ($000) $2,607 Shares 53,553 Est. Cost $32.89 Unrealized +42.0%
BAX BAXTER INTL INC 0.3%
Value ($000) $2,522 Shares 36,063 Est. Cost $31.64 Unrealized -0.5%
CLAYMORE EXCHANGE TRD FD TR GUG BUL 2020 HY 0.3%
Value ($000) $2,508 Shares 99,132 Est. Cost $26.35 Unrealized
D DOMINION RES INC VA NEW 0.3%
Value ($000) $2,438 Shares 36,458 Est. Cost $36.84 Unrealized +21.0%
BLACKROCK INC 0.3%
Value ($000) $2,409 Shares 6,962 Est. Cost $294.84 Unrealized
POWERSHARES ETF TRUST WATER RESOURCE 0.3%
Value ($000) $2,400 Shares 96,179 Est. Cost $22.17 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.3%
Value ($000) $2,397 Shares 37,755 Est. Cost $58.48 Unrealized
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $2,285 Shares 35,726 Est. Cost $58.50 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $2,260 Shares 28,195 Est. Cost $48.64 Unrealized -0.7%
CINF CINCINNATI FINL CORP 0.2%
Value ($000) $2,243 Shares 44,696 Est. Cost $34.01 Unrealized +12.5%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $2,225 Shares 20,060 Est. Cost $100.55 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $2,225 Shares 14,494 Est. Cost $115.13 Unrealized +2.1%
V VISA INC CL A 0.2%
Value ($000) $2,195 Shares 32,695 Est. Cost $57.02 Unrealized +10.4%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $2,144 Shares 24,542 Est. Cost $65.90 Unrealized +17.5%
DE DEERE & CO 0.2%
Value ($000) $1,968 Shares 20,282 Est. Cost $69.93 Unrealized +7.8%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,958 Shares 31,266 Est. Cost $48.97 Unrealized +2.8%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $1,952 Shares 27,648 Est. Cost $43.64 Unrealized +11.6%
MAGELLAN MIDSTREAM PRTNRS L 0.2%
Value ($000) $1,895 Shares 25,823 Est. Cost $68.32 Unrealized
TORTOISE MLP FD INC 0.2%
Value ($000) $1,862 Shares 87,669 Est. Cost $26.71 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $1,853 Shares 33,422 Est. Cost $41.73 Unrealized +6.0%
BA BOEING CO 0.2%
Value ($000) $1,849 Shares 13,331 Est. Cost $127.85 Unrealized +0.8%
SYY SYSCO CORP 0.2%
Value ($000) $1,819 Shares 50,399 Est. Cost $25.16 Unrealized +12.4%
GM GENERAL MTRS CO 0.2%
Value ($000) $1,772 Shares 53,174 Est. Cost $28.14 Unrealized -1.1%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $1,744 Shares 20,236 Est. Cost $59.31 Unrealized +12.6%
MARKET VECTORS ETF TR AGRIBUS ETF 0.2%
Value ($000) $1,731 Shares 31,409 Est. Cost $51.47 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $1,601 Shares 11,760 Est. Cost $146.75 Unrealized -2.8%
AON PLC CL A 0.2%
Value ($000) $1,584 Shares 15,891 Est. Cost $84.26 Unrealized
CLAYMORE EXCHANGE TRD FD TR GUGG BULL 2015 0.2%
Value ($000) $1,544 Shares 59,314 Est. Cost $27.03 Unrealized
INDEPENDENT BK GROUP INC 0.2%
Value ($000) $1,542 Shares 35,957 Est. Cost $39.05 Unrealized
ET ENERGY TRANSFER EQUITY L P 0.2%
Value ($000) $1,508 Shares 23,492 Est. Cost $52.72 Unrealized
EXPRESS SCRIPTS HLDG CO 0.2%
Value ($000) $1,482 Shares 16,659 Est. Cost $74.84 Unrealized
BLACKROCK DEBT STRAT FD INC 0.2%
Value ($000) $1,468 Shares 405,482 Est. Cost $4.10 Unrealized
HESS CORP 0.2%
Value ($000) $1,464 Shares 21,888 Est. Cost $82.92 Unrealized
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2015 0.2%
Value ($000) $1,429 Shares 65,989 Est. Cost $21.89 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $1,389 Shares 14,355 Est. Cost $68.17 Unrealized +18.4%
ABT ABBOTT LABS 0.1%
Value ($000) $1,328 Shares 27,061 Est. Cost $37.42 Unrealized +5.1%
NUE NUCOR CORP 0.1%
Value ($000) $1,305 Shares 29,623 Est. Cost $36.34 Unrealized +2.4%
MONSANTO CO NEW 0.1%
Value ($000) $1,288 Shares 12,081 Est. Cost $101.82 Unrealized
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $1,278 Shares 12,021 Est. Cost $55.87 Unrealized +48.6%
WEINGARTEN RLTY INVS 0.1%
Value ($000) $1,218 Shares 37,259 Est. Cost $31.01 Unrealized
POWERSHARES GLOBAL ETF TRUS GBL WTR PORT 0.1%
Value ($000) $1,212 Shares 50,947 Est. Cost $24.32 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1,210 Shares 30,017 Est. Cost $29.66 Unrealized +24.7%
VTHR VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 0.1%
Value ($000) $1,193 Shares 12,457 Est. Cost $93.05 Unrealized
POWERSHARES QQQ TRUST UNIT SER 1 0.1%
Value ($000) $1,180 Shares 11,024 Est. Cost $71.77 Unrealized
CLAYMORE EXCHANGE TRD FD TR 2021 HG YLD CB 0.1%
Value ($000) $1,149 Shares 46,403 Est. Cost $24.50 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,106 Shares 22,611 Est. Cost $16.76 Unrealized +50.7%
GOOGLE INC CL C 0.1%
Value ($000) $1,056 Shares 2,029 Est. Cost $572.04 Unrealized
MA MASTERCARD INC CL A 0.1%
Value ($000) $1,018 Shares 10,892 Est. Cost $71.71 Unrealized +20.1%
VIACOM INC NEW CL B 0.1%
Value ($000) $1,010 Shares 15,625 Est. Cost $77.13 Unrealized
ENERGY TRANSFER PRTNRS L P 0.1%
Value ($000) $993 Shares 19,019 Est. Cost $51.47 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $984 Shares 4,779 Est. Cost $169.17 Unrealized
CLAYMORE EXCHANGE TRD FD TR GUGG BULSH 2021 0.1%
Value ($000) $977 Shares 46,877 Est. Cost $21.17 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $936 Shares 8,425 Est. Cost $57.29 Unrealized +52.0%
REYNOLDS AMERICAN INC 0.1%
Value ($000) $931 Shares 12,465 Est. Cost $74.69 Unrealized
SUNOCO LOGISTICS PRTNRS L P 0.1%
Value ($000) $930 Shares 24,465 Est. Cost $48.78 Unrealized
STRL STERLING CONSTRUCTION CO IN 0.1%
Value ($000) $927 Shares 231,846 Est. Cost $10.15 Unrealized -60.2%
VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 0.1%
Value ($000) $926 Shares 13,754 Est. Cost $56.36 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $920 Shares 14,980 Est. Cost $40.88 Unrealized +13.5%
FDL FIRST TRUST MORNINGSTAR DIV LEADERS IDX 0.1%
Value ($000) $880 Shares 38,615 Est. Cost $20.64 Unrealized
SEAGATE TECHNOLOGY PLC 0.1%
Value ($000) $876 Shares 18,439 Est. Cost $56.31 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $872 Shares 7,644 Est. Cost $67.37 Unrealized +48.4%
YUM YUM BRANDS INC 0.1%
Value ($000) $871 Shares 9,670 Est. Cost $39.65 Unrealized +31.1%
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $869 Shares 19,947 Est. Cost $55.01 Unrealized
GOOGLE INC CL A 0.1%
Value ($000) $861 Shares 1,595 Est. Cost $897.43 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $850 Shares 1,957 Est. Cost $17.58 Unrealized +18.9%
SYK STRYKER CORP 0.1%
Value ($000) $834 Shares 8,730 Est. Cost $59.01 Unrealized +42.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $809 Shares 8,672 Est. Cost $62.74 Unrealized +16.3%
TRGP TARGA RES CORP 0.1%
Value ($000) $804 Shares 9,011 Est. Cost $55.00 Unrealized +5.8%
WMT WAL-MART STORES INC 0.1%
Value ($000) $792 Shares 11,167 Est. Cost $20.17 Unrealized +3.5%
CLAYMORE EXCHANGE TRD FD TR GUGG BULSH 2022 0.1%
Value ($000) $791 Shares 38,324 Est. Cost $21.19 Unrealized
BUCKEYE PARTNERS L P 0.1%
Value ($000) $790 Shares 10,687 Est. Cost $70.99 Unrealized
CQP CHENIERE ENERGY PARTNERS LP 0.1%
Value ($000) $771 Shares 25,000 Est. Cost $30.00 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $770 Shares 4,178 Est. Cost $97.62 Unrealized +29.3%
KEX KIRBY CORP 0.1%
Value ($000) $767 Shares 10,000 Est. Cost $80.72 Unrealized -1.8%
MDT MEDTRONIC PLC 0.1%
Value ($000) $757 Shares 10,213 Est. Cost $58.80 Unrealized 0.0%
WESTERN GAS EQUITY PARTNERS 0.1%
Value ($000) $716 Shares 11,939 Est. Cost $49.35 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $702 Shares 21,218 Est. Cost $13.61 Unrealized +154.2%
WILLIAMS PARTNERS L P NEW 0.1%
Value ($000) $693 Shares 14,304 Est. Cost $48.45 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $679 Shares 12,671 Est. Cost $35.50 Unrealized +15.3%
PLAINS GP HLDGS L P 0.1%
Value ($000) $673 Shares 26,041 Est. Cost $27.95 Unrealized
ENLINK MIDSTREAM LLC 0.1%
Value ($000) $662 Shares 21,293 Est. Cost $33.94 Unrealized
CLAYMORE EXCHANGE TRD FD TR 2023 CORP BOND 0.1%
Value ($000) $652 Shares 32,246 Est. Cost $20.88 Unrealized
CLAYMORE EXCHANGE TRD FD TR 2022 HG YLD CB 0.1%
Value ($000) $647 Shares 26,148 Est. Cost $24.38 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $646 Shares 33,590 Est. Cost $20.94 Unrealized -14.0%
CLAYMORE EXCHANGE TRD FD TR 2024 CORP BOND 0.1%
Value ($000) $643 Shares 32,184 Est. Cost $20.85 Unrealized
TMO THERMO FISHER SCIENTIFIC IN 0.1%
Value ($000) $638 Shares 4,917 Est. Cost $93.73 Unrealized +34.7%
CPT CAMDEN PPTY TR 0.1%
Value ($000) $630 Shares 8,482 Est. Cost $43.19 Unrealized +15.5%
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $623 Shares 15,726 Est. Cost $38.55 Unrealized
ADP AUTOMATIC DATA PROCESSING I 0.1%
Value ($000) $615 Shares 7,661 Est. Cost $67.89 Unrealized -0.4%
KRAFT FOODS GROUP INC 0.1%
Value ($000) $613 Shares 7,198 Est. Cost $56.11 Unrealized
WESTERN GAS PARTNERS LP 0.1%
Value ($000) $610 Shares 9,623 Est. Cost $65.68 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.1%
Value ($000) $598 Shares 6,042 Est. Cost $81.89 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $595 Shares 13,814 Est. Cost $35.08 Unrealized +6.9%
AETNA INC NEW 0.1%
Value ($000) $588 Shares 4,615 Est. Cost $75.02 Unrealized
CSX CSX CORP 0.1%
Value ($000) $585 Shares 17,930 Est. Cost $7.12 Unrealized +38.1%
PSX PHILLIPS 66 0.1%
Value ($000) $583 Shares 7,240 Est. Cost $43.92 Unrealized +22.2%
MMM 3M CO 0.1%
Value ($000) $583 Shares 3,777 Est. Cost $67.96 Unrealized +39.5%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $581 Shares 14,122 Est. Cost $23.34 Unrealized +32.2%
MARKWEST ENERGY PARTNERS L 0.1%
Value ($000) $579 Shares 10,273 Est. Cost $67.21 Unrealized
EBAY EBAY INC 0.1%
Value ($000) $573 Shares 9,515 Est. Cost $20.16 Unrealized +10.1%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $562 Shares 5,734 Est. Cost $16.66 Unrealized +15.8%
ENBRIDGE ENERGY PARTNERS L 0.1%
Value ($000) $552 Shares 16,560 Est. Cost $31.64 Unrealized
IJK ISHARES TR S&P MC 400GR ETF 0.1%
Value ($000) $550 Shares 3,247 Est. Cost $144.84 Unrealized
ISHARES 16 AMT-FREE ETF 0.1%
Value ($000) $548 Shares 20,643 Est. Cost $40.47 Unrealized
EXP EAGLE MATERIALS INC 0.1%
Value ($000) $546 Shares 7,150 Est. Cost $65.33 Unrealized +20.1%
CLAYMORE EXCHANGE TRD FD TR GUG INTL MLT ASS 0.1%
Value ($000) $543 Shares 32,028 Est. Cost $18.91 Unrealized
IBM INTERNATIONAL BUSINESS MACH 0.1%
Value ($000) $542 Shares 3,335 Est. Cost $118.65 Unrealized -13.2%
CELGENE CORP 0.1%
Value ($000) $534 Shares 4,618 Est. Cost $117.74 Unrealized
IWR ISHARES TR RUS MID-CAP ETF 0.1%
Value ($000) $534 Shares 3,136 Est. Cost $131.39 Unrealized
CALUMET SPECIALTY PRODS PTN 0.1%
Value ($000) $526 Shares 20,679 Est. Cost $34.64 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $523 Shares 5,484 Est. Cost $68.42 Unrealized +19.8%
CORENERGY INFRASTRUCTURE TR 0.1%
Value ($000) $505 Shares 79,972 Est. Cost $6.77 Unrealized
ALLERGAN PLC 0.1%
Value ($000) $504 Shares 1,661 Est. Cost $303.43 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $494 Shares 4,846 Est. Cost $58.67 Unrealized +27.4%
IWV ISHARES TR RUSSELL 3000 ETF 0.1%
Value ($000) $490 Shares 3,949 Est. Cost $116.66 Unrealized
ISHARES 17 AMT-FREE ETF 0.1%
Value ($000) $480 Shares 17,479 Est. Cost $40.73 Unrealized
VO VANGUARD INDEX FDS MID CAP ETF 0.1%
Value ($000) $477 Shares 3,746 Est. Cost $95.17 Unrealized
NPKI NEWPARK RES INC 0.1%
Value ($000) $470 Shares 57,764 Est. Cost $11.44 Unrealized -19.0%
SO SOUTHERN CO 0.1%
Value ($000) $468 Shares 11,170 Est. Cost $27.13 Unrealized +2.4%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $463 Shares 3,816 Est. Cost $126.19 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $462 Shares 6,987 Est. Cost $24.20 Unrealized +18.5%
E M C CORP MASS 0.0%
Value ($000) $449 Shares 17,015 Est. Cost $25.37 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $440 Shares 670 Est. Cost $5.73 Unrealized +46.1%
VNO VORNADO RLTY TR 0.0%
Value ($000) $438 Shares 4,615 Est. Cost $97.26 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $429 Shares 7,522 Est. Cost $59.63 Unrealized
GENERAL AMERN INVS INC 0.0%
Value ($000) $426 Shares 12,248 Est. Cost $35.79 Unrealized
PRICELINE GRP INC 0.0%
Value ($000) $424 Shares 368 Est. Cost $1162.91 Unrealized
BLACKSTONE GROUP L P 0.0%
Value ($000) $422 Shares 10,335 Est. Cost $33.17 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $418 Shares 5,202 Est. Cost $54.11 Unrealized -1.1%
ISHARES 15 AMT-FREE ETF 0.0%
Value ($000) $414 Shares 7,903 Est. Cost $53.02 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $413 Shares 5,670 Est. Cost $46.95 Unrealized +11.3%
KAYNE ANDERSON MLP INVT CO 0.0%
Value ($000) $412 Shares 13,435 Est. Cost $38.43 Unrealized
ENLINK MIDSTREAM PARTNERS L 0.0%
Value ($000) $409 Shares 18,616 Est. Cost $30.43 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $408 Shares 3,024 Est. Cost $103.81 Unrealized +15.8%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $394 Shares 5,065 Est. Cost $71.02 Unrealized -4.2%
IVE ISHARES TR S&P 500 VAL ETF 0.0%
Value ($000) $389 Shares 4,223 Est. Cost $76.93 Unrealized
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $382 Shares 11,839 Est. Cost $16.94 Unrealized +12.6%
META FACEBOOK INC CL A 0.0%
Value ($000) $375 Shares 4,368 Est. Cost $65.45 Unrealized +23.9%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $371 Shares 1,350 Est. Cost $53.57 Unrealized +60.2%
BP BP PLC 0.0%
Value ($000) $371 Shares 9,281 Est. Cost $39.24 Unrealized
CASTLE A M & CO 0.0%
Value ($000) $370 Shares 60,000 Est. Cost $6.17 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $366 Shares 3,126 Est. Cost $69.05 Unrealized +10.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $348 Shares 6,355 Est. Cost $59.52 Unrealized
IWS ISHARES TR RUS MDCP VAL ETF 0.0%
Value ($000) $347 Shares 4,708 Est. Cost $68.82 Unrealized
CALIFORNIA RES CORP 0.0%
Value ($000) $345 Shares 57,194 Est. Cost $5.51 Unrealized
RYDEX ETF TRUST GUG S&P500 EQ WT 0.0%
Value ($000) $342 Shares 4,284 Est. Cost $73.06 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $341 Shares 5,300 Est. Cost $60.23 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $338 Shares 2,386 Est. Cost $118.53 Unrealized -1.0%
BAC BANK AMER CORP 0.0%
Value ($000) $337 Shares 19,801 Est. Cost $12.76 Unrealized +2.9%
TIME WARNER CABLE INC 0.0%
Value ($000) $336 Shares 1,886 Est. Cost $139.16 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $335 Shares 4,490 Est. Cost $38.56 Unrealized +21.4%
TARGA RESOURCES PARTNERS LP 0.0%
Value ($000) $334 Shares 8,657 Est. Cost $53.86 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $331 Shares 6,423 Est. Cost $32.04 Unrealized +28.8%
EFV ISHARES EAFE VALUE ETF 0.0%
Value ($000) $329 Shares 6,295 Est. Cost $52.26 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $327 Shares 4,011 Est. Cost $45.95 Unrealized +28.5%
KKR & CO L P DEL 0.0%
Value ($000) $324 Shares 14,170 Est. Cost $22.86 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.0%
Value ($000) $317 Shares 3,077 Est. Cost $89.40 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $314 Shares 3,077 Est. Cost $99.48 Unrealized
OEF ISHARES TR S&P 100 ETF 0.0%
Value ($000) $314 Shares 3,460 Est. Cost $82.73 Unrealized
ONEOK PARTNERS LP 0.0%
Value ($000) $313 Shares 9,200 Est. Cost $47.97 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $313 Shares 1,499 Est. Cost $138.54 Unrealized +18.8%
NKE NIKE INC CL B 0.0%
Value ($000) $308 Shares 2,850 Est. Cost $34.38 Unrealized +30.3%
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $305 Shares 31,530 Est. Cost $10.67 Unrealized
POTASH CORP SASK INC 0.0%
Value ($000) $303 Shares 9,782 Est. Cost $35.65 Unrealized
AMERICAN CAPITAL AGENCY COR 0.0%
Value ($000) $302 Shares 16,466 Est. Cost $21.44 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $301 Shares 4,044 Est. Cost $47.77 Unrealized +49.1%
LLY LILLY ELI & CO 0.0%
Value ($000) $300 Shares 3,592 Est. Cost $51.38 Unrealized +23.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $299 Shares 6,371 Est. Cost $26.32 Unrealized +34.6%
PPG PPG INDS INC 0.0%
Value ($000) $298 Shares 2,598 Est. Cost $88.85 Unrealized +6.2%
CLX CLOROX CO DEL 0.0%
Value ($000) $295 Shares 2,834 Est. Cost $61.59 Unrealized +29.9%
PRAXAIR INC 0.0%
Value ($000) $294 Shares 2,458 Est. Cost $130.45 Unrealized
SPSB SPDR SERIES TRUST BARC SHT TR CP 0.0%
Value ($000) $292 Shares 9,539 Est. Cost $30.74 Unrealized
ANADARKO PETE CORP 0.0%
Value ($000) $291 Shares 3,733 Est. Cost $82.68 Unrealized
MALLINCKRODT PUB LTD CO 0.0%
Value ($000) $289 Shares 2,457 Est. Cost $101.93 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $281 Shares 3,238 Est. Cost $59.95 Unrealized +25.6%
EOG EOG RES INC 0.0%
Value ($000) $276 Shares 3,150 Est. Cost $70.31 Unrealized -3.5%
HOLLY ENERGY PARTNERS L P 0.0%
Value ($000) $271 Shares 7,700 Est. Cost $29.88 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $267 Shares 4,443 Est. Cost $16.97 Unrealized +35.4%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $253 Shares 4,094 Est. Cost $41.42 Unrealized +9.8%
CHICAGO BRIDGE & IRON CO N 0.0%
Value ($000) $250 Shares 5,000 Est. Cost $59.52 Unrealized
HYS PIMCO ETF TR 0-5 HIGH YIELD 0.0%
Value ($000) $250 Shares 2,500 Est. Cost $100.00 Unrealized
CERNER CORP 0.0%
Value ($000) $249 Shares 3,602 Est. Cost $69.13 Unrealized
VWO VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF 0.0%
Value ($000) $243 Shares 5,938 Est. Cost $39.22 Unrealized
TOTAL S A 0.0%
Value ($000) $236 Shares 4,806 Est. Cost $63.67 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $235 Shares 2,666 Est. Cost $69.27 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $234 Shares 6,055 Est. Cost $37.22 Unrealized +2.3%
MPC MARATHON PETE CORP 0.0%
Value ($000) $233 Shares 4,463 Est. Cost $33.89 Unrealized +8.0%
ENABLE MIDSTREAM PARTNERS L 0.0%
Value ($000) $232 Shares 14,500 Est. Cost $18.89 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $231 Shares 1,890 Est. Cost $60.81 Unrealized +63.8%
WAT WATERS CORP 0.0%
Value ($000) $226 Shares 1,758 Est. Cost $119.29 Unrealized +8.8%
CMI CUMMINS INC 0.0%
Value ($000) $223 Shares 1,700 Est. Cost $104.54 Unrealized -1.6%
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $221 Shares 3,850 Est. Cost $62.27 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $220 Shares 3,453 Est. Cost $68.30 Unrealized
CWB SPDR SERIES TRUST BRC CNV SECS ETF 0.0%
Value ($000) $218 Shares 4,581 Est. Cost $48.48 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $217 Shares 4,089 Est. Cost $40.34 Unrealized -5.8%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $217 Shares 2,596 Est. Cost $36.78 Unrealized +10.0%
VALEANT PHARMACEUTICALS INT 0.0%
Value ($000) $217 Shares 977 Est. Cost $222.11 Unrealized
SPECTRA ENERGY CORP 0.0%
Value ($000) $215 Shares 6,608 Est. Cost $32.54 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $215 Shares 3,313 Est. Cost $55.69 Unrealized -2.5%
NVS NOVARTIS A G 0.0%
Value ($000) $213 Shares 2,169 Est. Cost $98.20 Unrealized
WEATHERFORD INTL PLC 0.0%
Value ($000) $205 Shares 16,685 Est. Cost $11.44 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $184 Shares 12,289 Est. Cost $8.75 Unrealized 0.0%
FORTRESS INVESTMENT GROUP L CL A 0.0%
Value ($000) $178 Shares 24,356 Est. Cost $7.31 Unrealized
CONTAINER STORE GROUP INC 0.0%
Value ($000) $174 Shares 10,300 Est. Cost $16.89 Unrealized
VANGUARD NAT RES LLC 0.0%
Value ($000) $158 Shares 10,587 Est. Cost $14.92 Unrealized
ANNALY CAP MGMT INC 0.0%
Value ($000) $155 Shares 16,863 Est. Cost $10.42 Unrealized
NATIONAL PENN BANCSHARES IN 0.0%
Value ($000) $131 Shares 11,654 Est. Cost $11.24 Unrealized
KINDER MORGAN INC DEL *W EXP 05/25/201 0.0%
Value ($000) $109 Shares 40,293 Est. Cost $2.71 Unrealized
TWO HBRS INVT CORP 0.0%
Value ($000) $99 Shares 10,155 Est. Cost $10.24 Unrealized
LILIS ENERGY INC 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $1.00 Unrealized
ECHELON CORP 0.0%
Value ($000) $11 Shares 13,280 Est. Cost $0.83 Unrealized
HERCULES OFFSHORE INC 0.0%
Value ($000) $4 Shares 17,050 Est. Cost $0.23 Unrealized
ARCH COAL INC 0.0%
Value ($000) $4 Shares 11,200 Est. Cost $0.36 Unrealized