GRIMES & COMPANY, INC. Diversified Active

CIK: 0001321993 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Jan 24, 2017

Total Value ($000): $862,145 (100.0% shares, 0.0% debt)

Holdings (208)

PowerShares FTSE RAFI US 1000 5.8%
Value ($000) $49,619 Shares 498,432 Est. Cost $90.68 Unrealized
SPDR Barclays High Yield Bond 5.1%
Value ($000) $43,812 Shares 1,201,973 Est. Cost $36.45 Unrealized
PowerShares Bank Loan ETF 5.0%
Value ($000) $42,908 Shares 1,836,799 Est. Cost $23.36 Unrealized
VUG Vanguard Growth ETF 4.9%
Value ($000) $42,502 Shares 381,250 Est. Cost $106.96 Unrealized
SHY iShares Barclays 1-3 Year Trea 4.2%
Value ($000) $36,523 Shares 432,477 Est. Cost $84.45 Unrealized
IJR iShares S&P SmallCap 600 3.7%
Value ($000) $32,296 Shares 234,846 Est. Cost $117.70 Unrealized
IJH iShares S&P MidCap 400 3.5%
Value ($000) $30,011 Shares 181,513 Est. Cost $149.31 Unrealized
IVV iShares S&P 500 3.0%
Value ($000) $25,538 Shares 113,507 Est. Cost $207.04 Unrealized
HYMB SPDR Nuveen S&P High Yield Mun 3.0%
Value ($000) $25,468 Shares 455,034 Est. Cost $55.97 Unrealized
VWO Vanguard Emerging Markets Stoc 2.4%
Value ($000) $20,949 Shares 585,487 Est. Cost $35.55 Unrealized
IEMG iShares Core MSCI Emerging Mar 2.4%
Value ($000) $20,776 Shares 489,428 Est. Cost $42.54 Unrealized
AAPL Apple Computer Inc. 1.6%
Value ($000) $13,919 Shares 120,178 Est. Cost $18.86 Unrealized +38.3%
QAI IQ Hedge Multi-Strategy Tracke 1.5%
Value ($000) $12,860 Shares 448,556 Est. Cost $28.67 Unrealized
INTC Intel Corporation 1.4%
Value ($000) $11,885 Shares 327,700 Est. Cost $17.70 Unrealized +64.7%
MSFT Microsoft Corporation 1.4%
Value ($000) $11,692 Shares 188,151 Est. Cost $27.53 Unrealized +95.9%
CSCO Cisco Systems Inc. 1.2%
Value ($000) $10,068 Shares 333,152 Est. Cost $15.65 Unrealized +47.3%
IYJ iShares Dow Jones US Industria 1.1%
Value ($000) $9,423 Shares 78,147 Est. Cost $118.90 Unrealized
IYW iShares Dow Jones US Technolog 1.1%
Value ($000) $9,340 Shares 77,671 Est. Cost $119.12 Unrealized
IYF iShares Dow Jones US Financial 1.0%
Value ($000) $9,014 Shares 88,843 Est. Cost $101.46 Unrealized
WDC Western Digital Corp. 1.0%
Value ($000) $8,748 Shares 128,745 Est. Cost $32.67 Unrealized +25.1%
IYE iShares Dow Jones US Energy 1.0%
Value ($000) $8,681 Shares 208,988 Est. Cost $41.54 Unrealized
QCOM QUALCOMM Incorporated 1.0%
Value ($000) $8,605 Shares 131,981 Est. Cost $45.10 Unrealized +15.9%
UPS United Parcel Service Inc. 1.0%
Value ($000) $8,556 Shares 74,633 Est. Cost $67.14 Unrealized +19.6%
DIS Walt Disney Company 1.0%
Value ($000) $8,454 Shares 81,117 Est. Cost $85.97 Unrealized +5.5%
Eaton Vance Corp. 0.9%
Value ($000) $8,182 Shares 195,376 Est. Cost $40.35 Unrealized
Medtronic Inc. 0.9%
Value ($000) $8,159 Shares 114,541 Est. Cost $71.23 Unrealized
PFG Principal Financial Group 0.9%
Value ($000) $8,125 Shares 140,420 Est. Cost $34.26 Unrealized +16.0%
UNP Union Pacific Corporation 0.9%
Value ($000) $8,019 Shares 77,338 Est. Cost $69.46 Unrealized +15.6%
ACN Accenture Ltd 0.9%
Value ($000) $7,962 Shares 67,972 Est. Cost $64.04 Unrealized +61.1%
CVS CVS Corporation 0.9%
Value ($000) $7,666 Shares 97,152 Est. Cost $61.41 Unrealized -0.6%
BA Boeing Co 0.9%
Value ($000) $7,501 Shares 48,182 Est. Cost $92.18 Unrealized +46.5%
LYB LyondellBasell Industries NV 0.9%
Value ($000) $7,464 Shares 87,014 Est. Cost $35.90 Unrealized +37.6%
LUV Southwest Airlines Co. 0.9%
Value ($000) $7,355 Shares 147,566 Est. Cost $34.77 Unrealized +15.5%
IP International Paper Company 0.8%
Value ($000) $7,297 Shares 137,527 Est. Cost $24.93 Unrealized +25.4%
UNH UnitedHealth Group 0.7%
Value ($000) $6,399 Shares 39,982 Est. Cost $51.37 Unrealized +151.4%
ORCL Oracle Corporation 0.7%
Value ($000) $6,111 Shares 158,929 Est. Cost $28.58 Unrealized +19.4%
GNTX Gentex Corporation 0.7%
Value ($000) $6,096 Shares 309,578 Est. Cost $16.27 Unrealized +11.9%
WSM Williams-Sonoma Inc. 0.7%
Value ($000) $6,036 Shares 124,740 Est. Cost $20.93 Unrealized -1.8%
TGT Target Corporation 0.7%
Value ($000) $5,990 Shares 82,923 Est. Cost $47.17 Unrealized +17.3%
SPY SPDRs 0.7%
Value ($000) $5,987 Shares 26,783 Est. Cost $218.00 Unrealized
NVS Novartis AG 0.7%
Value ($000) $5,852 Shares 80,329 Est. Cost $73.52 Unrealized
TSM Taiwan Semiconductor Manufactu 0.7%
Value ($000) $5,649 Shares 196,491 Est. Cost $20.30 Unrealized
XOM Exxon Mobil Corporation 0.6%
Value ($000) $5,597 Shares 62,006 Est. Cost $54.11 Unrealized +7.5%
CAH Cardinal Health Inc. 0.6%
Value ($000) $5,466 Shares 75,942 Est. Cost $61.46 Unrealized -10.0%
MPC Marathon Petroleum Corporation 0.6%
Value ($000) $5,385 Shares 106,948 Est. Cost $30.64 Unrealized +11.7%
VEA Vanguard FTSE Developed Market 0.6%
Value ($000) $5,367 Shares 146,877 Est. Cost $37.42 Unrealized
RHI Robert Half International Inc. 0.6%
Value ($000) $5,249 Shares 107,597 Est. Cost $49.12 Unrealized -12.8%
IEFA iShares Core MSCI EAFE ETF 0.6%
Value ($000) $5,107 Shares 95,229 Est. Cost $53.94 Unrealized
Scripps Networks Interactive 0.6%
Value ($000) $5,051 Shares 70,769 Est. Cost $63.12 Unrealized
Shire PLC 0.6%
Value ($000) $5,025 Shares 29,494 Est. Cost $184.69 Unrealized
Nordstrom Inc. 0.6%
Value ($000) $5,023 Shares 104,808 Est. Cost $54.41 Unrealized
ALB Albemarle Corp. 0.6%
Value ($000) $4,926 Shares 57,222 Est. Cost $53.87 Unrealized +38.8%
LVS Las Vegas Sands Corp 0.6%
Value ($000) $4,829 Shares 90,421 Est. Cost $44.61 Unrealized +5.0%
INFY Infosys Technologies Limited 0.6%
Value ($000) $4,777 Shares 322,087 Est. Cost $24.28 Unrealized
SLB Schlumberger Limited 0.5%
Value ($000) $4,682 Shares 55,766 Est. Cost $62.95 Unrealized +0.1%
DKS Dick's Sporting Goods Inc. 0.5%
Value ($000) $4,631 Shares 87,204 Est. Cost $31.82 Unrealized +38.5%
THG The Hanover Insurance Group In 0.5%
Value ($000) $4,426 Shares 48,639 Est. Cost $42.25 Unrealized +51.1%
Alphabet Inc. 0.5%
Value ($000) $4,381 Shares 5,529 Est. Cost $708.49 Unrealized
VZ Verizon Communications Inc. 0.5%
Value ($000) $4,247 Shares 79,565 Est. Cost $26.89 Unrealized +15.2%
Lear Corporation 0.5%
Value ($000) $4,225 Shares 31,914 Est. Cost $121.47 Unrealized
IBM International Business Machine 0.5%
Value ($000) $4,158 Shares 25,050 Est. Cost $117.00 Unrealized -11.9%
Whole Foods Market Inc. 0.5%
Value ($000) $4,101 Shares 133,337 Est. Cost $31.67 Unrealized
Michael Kors Holdings Ltd. 0.5%
Value ($000) $4,088 Shares 95,109 Est. Cost $49.27 Unrealized
General Electric Company 0.5%
Value ($000) $4,060 Shares 128,495 Est. Cost $24.41 Unrealized
JNJ Johnson & Johnson 0.5%
Value ($000) $3,894 Shares 33,796 Est. Cost $65.20 Unrealized +37.6%
OXY Occidental Petroleum Corporati 0.4%
Value ($000) $3,789 Shares 53,197 Est. Cost $58.25 Unrealized -5.6%
T AT&T Inc. Com 0.4%
Value ($000) $3,789 Shares 89,089 Est. Cost $11.24 Unrealized +37.5%
Tupperware Corporation 0.4%
Value ($000) $3,579 Shares 68,022 Est. Cost $72.07 Unrealized
CVX ChevronTexaco Corporation 0.4%
Value ($000) $3,500 Shares 29,733 Est. Cost $70.57 Unrealized +4.6%
NVO Novo Nordisk A/S (ADR) 0.4%
Value ($000) $3,380 Shares 94,245 Est. Cost $41.59 Unrealized
VCSH Vanguard ST Corp Bond ETF 0.4%
Value ($000) $3,337 Shares 42,041 Est. Cost $79.56 Unrealized
SCHE Schwab Emerging Markets Equity 0.3%
Value ($000) $2,911 Shares 134,998 Est. Cost $21.36 Unrealized
Merck & Co. Inc. 0.3%
Value ($000) $2,790 Shares 47,405 Est. Cost $56.77 Unrealized
Alphabet Inc. 0.3%
Value ($000) $2,753 Shares 3,566 Est. Cost $576.21 Unrealized
MCK McKesson 0.3%
Value ($000) $2,652 Shares 18,881 Est. Cost $191.86 Unrealized -28.7%
Berkshire Hathaway Inc. Cl B 0.3%
Value ($000) $2,638 Shares 16,189 Est. Cost $123.69 Unrealized
Allergan Plc 0.3%
Value ($000) $2,609 Shares 12,425 Est. Cost $231.12 Unrealized
SUB iShares S&P S/T Natnl AMT-Free 0.3%
Value ($000) $2,538 Shares 24,156 Est. Cost $105.96 Unrealized
SCHO Schwab Short-Term US Treasury 0.3%
Value ($000) $2,362 Shares 46,845 Est. Cost $50.42 Unrealized
TM Toyota Motor Corporation 0.3%
Value ($000) $2,336 Shares 19,933 Est. Cost $115.60 Unrealized
WU Western Union 0.3%
Value ($000) $2,336 Shares 107,531 Est. Cost $17.20 Unrealized
F Ford Motor Company 0.2%
Value ($000) $2,050 Shares 169,018 Est. Cost $7.93 Unrealized -5.8%
TROW T. Rowe Price Group 0.2%
Value ($000) $2,026 Shares 26,919 Est. Cost $52.40 Unrealized -3.4%
MMM 3M Company 0.2%
Value ($000) $1,971 Shares 11,041 Est. Cost $62.64 Unrealized +69.5%
IYM iShares Dow Jones US Basic Mat 0.2%
Value ($000) $1,965 Shares 23,632 Est. Cost $77.80 Unrealized
TDC Teradata Corporation 0.2%
Value ($000) $1,917 Shares 70,571 Est. Cost $38.59 Unrealized -26.9%
NTAP Network Appliance Inc. 0.2%
Value ($000) $1,899 Shares 53,838 Est. Cost $27.19 Unrealized +2.0%
PFE Pfizer Inc 0.2%
Value ($000) $1,898 Shares 58,447 Est. Cost $17.52 Unrealized +17.0%
SCHX Schwab US Large-Cap ETF 0.2%
Value ($000) $1,863 Shares 34,979 Est. Cost $49.24 Unrealized
BT Group plc (ADR) 0.2%
Value ($000) $1,798 Shares 78,079 Est. Cost $25.39 Unrealized
SCHM Schwab US Mid-Cap ETF 0.2%
Value ($000) $1,795 Shares 39,767 Est. Cost $42.15 Unrealized
TD The Toronto-Dominion Bank (USA 0.2%
Value ($000) $1,760 Shares 35,670 Est. Cost $42.68 Unrealized +9.5%
Allegion PLC 0.2%
Value ($000) $1,625 Shares 22,479 Est. Cost $56.09 Unrealized
SCHA Schwab U.S. Small-Cap ETF 0.2%
Value ($000) $1,553 Shares 25,260 Est. Cost $54.16 Unrealized
EEM iShares MSCI Emerging Markets 0.2%
Value ($000) $1,461 Shares 41,731 Est. Cost $37.03 Unrealized
TEVA Teva Pharmaceutical Industries 0.2%
Value ($000) $1,421 Shares 39,188 Est. Cost $41.99 Unrealized
PG Procter & Gamble Company 0.2%
Value ($000) $1,408 Shares 16,745 Est. Cost $55.64 Unrealized +20.0%
MCD McDonald's Corporation 0.2%
Value ($000) $1,376 Shares 11,305 Est. Cost $74.92 Unrealized +25.9%
USB U.S. Bancorp 0.2%
Value ($000) $1,342 Shares 26,128 Est. Cost $22.49 Unrealized +50.1%
PEP PepsiCo Inc. 0.2%
Value ($000) $1,297 Shares 12,397 Est. Cost $58.77 Unrealized +35.0%
PowerShares Fundamental Pure L 0.1%
Value ($000) $1,263 Shares 37,608 Est. Cost $33.81 Unrealized
Guggenheim Enhanced Short Dura 0.1%
Value ($000) $1,256 Shares 25,066 Est. Cost $49.99 Unrealized
Dell Technologies Inc. Class V 0.1%
Value ($000) $1,247 Shares 22,687 Est. Cost $47.80 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.1%
Value ($000) $1,220 Shares 5 Est. Cost $174077.80 Unrealized +32.6%
TOTL SPDR DoubleLine Total Return T 0.1%
Value ($000) $1,171 Shares 24,209 Est. Cost $48.37 Unrealized
BAC Bank of America Corp. 0.1%
Value ($000) $1,139 Shares 51,527 Est. Cost $10.81 Unrealized +45.0%
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $1,130 Shares 13,987 Est. Cost $82.64 Unrealized
EFA iShares MSCI EAFE 0.1%
Value ($000) $1,081 Shares 18,727 Est. Cost $58.61 Unrealized
SRLN SPDR Blackstone/GSO Senior Loa 0.1%
Value ($000) $926 Shares 19,504 Est. Cost $47.75 Unrealized
IDXX IDEXX Laboratories Inc. 0.1%
Value ($000) $903 Shares 7,700 Est. Cost $57.10 Unrealized +99.9%
GLD SPDR Gold Shares 0.1%
Value ($000) $839 Shares 7,658 Est. Cost $112.37 Unrealized
JPM J.P. Morgan Chase & Co. 0.1%
Value ($000) $822 Shares 9,533 Est. Cost $37.54 Unrealized +59.5%
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $810 Shares 9,511 Est. Cost $79.49 Unrealized
D Dominion Resources Inc. 0.1%
Value ($000) $807 Shares 10,539 Est. Cost $38.23 Unrealized +29.3%
VYM Vanguard High Dividend Yield I 0.1%
Value ($000) $772 Shares 10,188 Est. Cost $67.31 Unrealized
KO Coca-Cola Company 0.1%
Value ($000) $768 Shares 18,514 Est. Cost $28.03 Unrealized +11.3%
MidCap SPDRs 0.1%
Value ($000) $694 Shares 2,299 Est. Cost $260.66 Unrealized
CHRW CH Robinson Worldwide 0.1%
Value ($000) $690 Shares 9,413 Est. Cost $51.14 Unrealized +13.9%
AXP American Express Co 0.1%
Value ($000) $689 Shares 9,299 Est. Cost $60.68 Unrealized +0.5%
HD Home Depot Inc. 0.1%
Value ($000) $679 Shares 5,065 Est. Cost $73.07 Unrealized +41.5%
PowerShares Variable Rate Invm 0.1%
Value ($000) $674 Shares 26,956 Est. Cost $25.00 Unrealized
United Technologies Corporatio 0.1%
Value ($000) $659 Shares 6,008 Est. Cost $96.82 Unrealized
CL Colgate-Palmolive Company 0.1%
Value ($000) $635 Shares 9,711 Est. Cost $45.40 Unrealized +22.0%
PCAR PACCAR Inc 0.1%
Value ($000) $634 Shares 9,920 Est. Cost $27.06 Unrealized +5.1%
MGK Vanguard Mega Cap 300 Gr Index 0.1%
Value ($000) $631 Shares 7,238 Est. Cost $82.95 Unrealized
Tiffany 0.1%
Value ($000) $608 Shares 7,851 Est. Cost $72.63 Unrealized
ADP Automatic Data Processing Inc. 0.1%
Value ($000) $604 Shares 5,880 Est. Cost $53.52 Unrealized +43.4%
Duke Energy Corporation 0.1%
Value ($000) $590 Shares 7,603 Est. Cost $70.13 Unrealized
SPSB SPDR Barclays Short Term Corpo 0.1%
Value ($000) $573 Shares 18,783 Est. Cost $30.65 Unrealized
KMB Kimberly-Clark Corporation 0.1%
Value ($000) $564 Shares 4,946 Est. Cost $64.93 Unrealized +30.2%
Aetna 0.1%
Value ($000) $559 Shares 4,504 Est. Cost $99.41 Unrealized
MFC Manulife Finl Corp 0.1%
Value ($000) $534 Shares 29,998 Est. Cost $15.57 Unrealized +4.6%
AMZN Amazon.com Inc. 0.1%
Value ($000) $532 Shares 709 Est. Cost $33.38 Unrealized +17.4%
IWD iShares Russell 1000 Value 0.1%
Value ($000) $511 Shares 4,557 Est. Cost $103.87 Unrealized
PM Philip Morris International In 0.1%
Value ($000) $495 Shares 5,413 Est. Cost $48.98 Unrealized +18.9%
BMY Bristol Myers Squibb 0.1%
Value ($000) $490 Shares 8,376 Est. Cost $35.43 Unrealized +11.6%
VEU Vanguard FTSE All-World ex-US 0.1%
Value ($000) $468 Shares 10,602 Est. Cost $48.56 Unrealized
TXN Texas Instruments Incorporated 0.1%
Value ($000) $468 Shares 6,406 Est. Cost $29.84 Unrealized +85.9%
iShares Comex Gold Trust 0.1%
Value ($000) $465 Shares 42,000 Est. Cost $11.07 Unrealized
Allete Inc. 0.1%
Value ($000) $464 Shares 7,235 Est. Cost $52.34 Unrealized
IWF iShares Russell 1000 Growth In 0.1%
Value ($000) $455 Shares 4,338 Est. Cost $80.46 Unrealized
Walgreens Boots Alliance Inc. 0.1%
Value ($000) $451 Shares 5,453 Est. Cost $81.32 Unrealized
SCHF Schwab International Equity ET 0.1%
Value ($000) $448 Shares 16,179 Est. Cost $28.63 Unrealized
HON Honeywell International Inc. 0.1%
Value ($000) $438 Shares 3,783 Est. Cost $69.45 Unrealized +21.2%
New York Community Bancorp Inc 0.1%
Value ($000) $435 Shares 27,362 Est. Cost $14.29 Unrealized
BP BP PLC 0.0%
Value ($000) $426 Shares 11,385 Est. Cost $37.50 Unrealized
BroadSoft Inc. 0.0%
Value ($000) $418 Shares 10,135 Est. Cost $27.62 Unrealized
ES Eversource Energy 0.0%
Value ($000) $401 Shares 7,261 Est. Cost $36.43 Unrealized +6.9%
BIIB Biogen IDEC Inc. 0.0%
Value ($000) $387 Shares 1,365 Est. Cost $268.58 Unrealized +10.4%
SO Southern Company 0.0%
Value ($000) $383 Shares 7,794 Est. Cost $27.14 Unrealized +23.6%
IXP iShares S&P Global Telecommuni 0.0%
Value ($000) $381 Shares 6,494 Est. Cost $58.67 Unrealized
XME SPDR S&P Metals & Mining 0.0%
Value ($000) $373 Shares 12,280 Est. Cost $30.37 Unrealized
META Facebook Inc. 0.0%
Value ($000) $373 Shares 3,242 Est. Cost $115.64 Unrealized +5.5%
MUB iShares S&P National AMT-Free 0.0%
Value ($000) $372 Shares 3,440 Est. Cost $113.89 Unrealized
PowerShares Dynamic Large Cap 0.0%
Value ($000) $366 Shares 10,851 Est. Cost $30.52 Unrealized
ProShares Short MSCI Emerging 0.0%
Value ($000) $366 Shares 14,652 Est. Cost $24.98 Unrealized
CHKP Check Point Software Technolog 0.0%
Value ($000) $356 Shares 4,216 Est. Cost $48.11 Unrealized +70.5%
WFC Wells Fargo & Company 0.0%
Value ($000) $353 Shares 6,416 Est. Cost $39.61 Unrealized -1.5%
CYS Investments Inc 0.0%
Value ($000) $353 Shares 45,707 Est. Cost $7.72 Unrealized
MUR Murphy Oil Corporation 0.0%
Value ($000) $346 Shares 11,100 Est. Cost $33.66 Unrealized -35.3%
TSLA Tesla Motors Inc. 0.0%
Value ($000) $346 Shares 1,621 Est. Cost $15.91 Unrealized -17.4%
NEE NextEra Energy Inc. 0.0%
Value ($000) $330 Shares 2,763 Est. Cost $15.13 Unrealized +56.8%
IVOO Vanguard S&P Mid-Cap 400 Index 0.0%
Value ($000) $323 Shares 2,906 Est. Cost $101.38 Unrealized
ED Consolidated Edison Inc. 0.0%
Value ($000) $323 Shares 4,380 Est. Cost $40.48 Unrealized +28.6%
PAYX Paychex Inc. 0.0%
Value ($000) $317 Shares 5,210 Est. Cost $28.87 Unrealized +52.2%
NSRGY Nestle S.A. 0.0%
Value ($000) $315 Shares 4,385 Est. Cost $67.76 Unrealized
SDY SPDR S&P Dividend 0.0%
Value ($000) $309 Shares 3,612 Est. Cost $73.53 Unrealized
GPC Genuine Parts Company 0.0%
Value ($000) $306 Shares 3,204 Est. Cost $54.69 Unrealized +33.6%
Xilinx Inc. 0.0%
Value ($000) $303 Shares 5,026 Est. Cost $40.81 Unrealized
TJX The TJX Companies Inc. 0.0%
Value ($000) $289 Shares 3,843 Est. Cost $33.23 Unrealized 0.0%
MO Altria Group Inc 0.0%
Value ($000) $285 Shares 4,213 Est. Cost $18.51 Unrealized +83.5%
CMCSA Comcast Cl A 0.0%
Value ($000) $281 Shares 4,072 Est. Cost $16.34 Unrealized +64.1%
BSX Boston Scientific 0.0%
Value ($000) $268 Shares 12,393 Est. Cost $23.22 Unrealized -6.0%
PowerShares QQQ 0.0%
Value ($000) $266 Shares 2,241 Est. Cost $107.61 Unrealized
VTI Vanguard Total Stock Market 0.0%
Value ($000) $265 Shares 2,299 Est. Cost $104.97 Unrealized
AZN Astrazeneca PLC (ADR) 0.0%
Value ($000) $260 Shares 9,530 Est. Cost $40.19 Unrealized
WMT Wal-Mart Stores Inc. 0.0%
Value ($000) $259 Shares 3,753 Est. Cost $20.13 Unrealized -1.1%
ABBV AbbVie Inc. 0.0%
Value ($000) $253 Shares 4,040 Est. Cost $43.82 Unrealized -4.6%
BK Bank New York Inc. 0.0%
Value ($000) $239 Shares 5,053 Est. Cost $29.51 Unrealized +20.3%
NKE NIKE Inc. 0.0%
Value ($000) $237 Shares 4,664 Est. Cost $46.81 Unrealized -2.6%
E. I. du Pont de Nemours and C 0.0%
Value ($000) $236 Shares 3,226 Est. Cost $73.16 Unrealized
DEO Diageo plc 0.0%
Value ($000) $228 Shares 2,194 Est. Cost $107.66 Unrealized
Eaton 0.0%
Value ($000) $222 Shares 3,309 Est. Cost $62.62 Unrealized
VB Vanguard Small Cap ETF 0.0%
Value ($000) $221 Shares 1,716 Est. Cost $121.70 Unrealized
GILD Gilead Sciences Inc. 0.0%
Value ($000) $216 Shares 3,023 Est. Cost $72.81 Unrealized -26.9%
AFL AFLAC Inc. 0.0%
Value ($000) $216 Shares 3,107 Est. Cost $21.67 Unrealized +31.3%
PSA Public Storage Inc. 0.0%
Value ($000) $213 Shares 951 Est. Cost $135.86 Unrealized +8.1%
SAFT Safety Insurance Group 0.0%
Value ($000) $210 Shares 2,850 Est. Cost $69.90 Unrealized 0.0%
VLO Valero Energy Corporation 0.0%
Value ($000) $205 Shares 3,000 Est. Cost $42.78 Unrealized 0.0%
United Financial Bancorp 0.0%
Value ($000) $198 Shares 10,883 Est. Cost $14.84 Unrealized
Rite Aid 0.0%
Value ($000) $119 Shares 14,450 Est. Cost $8.05 Unrealized
VEREIT Inc Class A 0.0%
Value ($000) $104 Shares 12,273 Est. Cost $7.74 Unrealized
Terra Tech Corp 0.0%
Value ($000) $30 Shares 93,054 Est. Cost $0.35 Unrealized
Timberline Resources Corp 0.0%
Value ($000) $25 Shares 88,000 Est. Cost $0.42 Unrealized
Golden Star Resources LTD 0.0%
Value ($000) $22 Shares 30,100 Est. Cost $0.63 Unrealized
NAK Northern Dynasty Minerals Ltd 0.0%
Value ($000) $22 Shares 10,400 Est. Cost $1.16 Unrealized 0.0%
MannKind Corp. 0.0%
Value ($000) $13 Shares 19,865 Est. Cost $2.67 Unrealized
New Age Farm Inc 0.0%
Value ($000) $7 Shares 72,500 Est. Cost $0.10 Unrealized
HEMP Hemp Inc 0.0%
Value ($000) $3 Shares 90,000 Est. Cost $0.03 Unrealized +4.0%
WorldGate Communications Inc. 0.0%
Value ($000) $0 Shares 164,605 Est. Cost Unrealized
Fortune Nat Res Corp No Stockh 0.0%
Value ($000) $0 Shares 18,000 Est. Cost Unrealized
Cronus Corp. 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
Tivus Inc. 0.0%
Value ($000) $0 Shares 1,108,000 Est. Cost Unrealized
Onmedia International Inc Illi 0.0%
Value ($000) $0 Shares 80,000 Est. Cost Unrealized
Petaquilla Minerals 0.0%
Value ($000) $0 Shares 222,500 Est. Cost $0.00 Unrealized
EvoLucia Inc. 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
Gerber Scientific Inc. Escrow 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
QOIL Quest Oil Corp. 0.0%
Value ($000) $0 Shares 11,000 Est. Cost $0.00 Unrealized +2.7%