GRIMES & COMPANY, INC. Diversified Active

CIK: 0001321993 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 9, 2018

Total Value ($000): $1,248,994 (100.0% shares, 0.0% debt)

Holdings (250)

SHV iShares Barclays Short Term Tr 7.9%
Value ($000) $98,857 Shares 895,124 Est. Cost $110.44 Unrealized
SRLN SPDR Blackstone/GSO Senior Loa 4.8%
Value ($000) $59,538 Shares 1,257,396 Est. Cost $47.40 Unrealized
BKLN Invesco Senior Loan ETF 4.7%
Value ($000) $58,102 Shares 2,507,627 Est. Cost $22.91 Unrealized
SJNK SPDR BarCap ST High Yield Bond 4.6%
Value ($000) $56,872 Shares 2,061,331 Est. Cost $27.59 Unrealized
IJR iShares S&P SmallCap 600 4.3%
Value ($000) $53,616 Shares 614,579 Est. Cost $89.11 Unrealized
IJH iShares S&P MidCap 400 2.9%
Value ($000) $36,272 Shares 180,197 Est. Cost $150.68 Unrealized
Vaneck Vectors High-Yield Muni 2.8%
Value ($000) $35,498 Shares 1,140,325 Est. Cost $31.45 Unrealized
VUG Vanguard Growth ETF 2.7%
Value ($000) $33,929 Shares 210,687 Est. Cost $106.96 Unrealized
PRF Invesco FTSE RAFI US 1000 ETF 2.6%
Value ($000) $32,627 Shares 274,711 Est. Cost $112.60 Unrealized
IVV iShares S&P 500 2.3%
Value ($000) $29,066 Shares 99,292 Est. Cost $235.20 Unrealized
AAPL Apple Computer Inc. 2.2%
Value ($000) $27,432 Shares 121,523 Est. Cost $21.90 Unrealized +125.0%
IEFA iShares Core MSCI EAFE ETF 2.0%
Value ($000) $25,265 Shares 394,272 Est. Cost $58.49 Unrealized
VEA Vanguard FTSE Developed Market 1.8%
Value ($000) $22,643 Shares 523,298 Est. Cost $39.07 Unrealized
MSFT Microsoft Corporation 1.6%
Value ($000) $19,532 Shares 170,776 Est. Cost $33.01 Unrealized +205.3%
INTC Intel Corporation 1.4%
Value ($000) $17,409 Shares 368,125 Est. Cost $21.08 Unrealized +96.9%
EFA iShares MSCI EAFE 1.3%
Value ($000) $16,142 Shares 237,419 Est. Cost $64.64 Unrealized
CSCO Cisco Systems Inc. 1.3%
Value ($000) $15,850 Shares 325,810 Est. Cost $16.06 Unrealized +124.4%
IYC iShares Dow Jones US Consumer 1.2%
Value ($000) $14,469 Shares 68,333 Est. Cost $195.85 Unrealized
IYW iShares Dow Jones US Technolog 1.1%
Value ($000) $14,085 Shares 72,595 Est. Cost $137.46 Unrealized
IYJ iShares Dow Jones US Industria 1.1%
Value ($000) $13,815 Shares 88,483 Est. Cost $130.19 Unrealized
IYM iShares Dow Jones US Basic Mat 1.1%
Value ($000) $13,384 Shares 135,988 Est. Cost $97.90 Unrealized
IYF iShares Dow Jones US Financial 1.1%
Value ($000) $13,152 Shares 108,273 Est. Cost $116.72 Unrealized
AMGN Amgen Inc. 1.0%
Value ($000) $12,559 Shares 60,585 Est. Cost $127.99 Unrealized +23.0%
Medtronic Inc. 0.9%
Value ($000) $11,266 Shares 114,527 Est. Cost $71.96 Unrealized
BA Boeing Co 0.9%
Value ($000) $10,939 Shares 29,414 Est. Cost $92.18 Unrealized +267.8%
Raytheon Company 0.9%
Value ($000) $10,755 Shares 52,043 Est. Cost $206.66 Unrealized
UNP Union Pacific Corporation 0.8%
Value ($000) $10,541 Shares 64,731 Est. Cost $69.46 Unrealized +84.0%
CMCSA Comcast Cl A 0.8%
Value ($000) $10,532 Shares 297,427 Est. Cost $26.94 Unrealized +8.9%
KMB Kimberly-Clark Corporation 0.8%
Value ($000) $10,512 Shares 92,501 Est. Cost $85.18 Unrealized +1.6%
QAI IQ Hedge Multi-Strategy Tracke 0.8%
Value ($000) $10,402 Shares 338,600 Est. Cost $30.44 Unrealized
RHHBY Roche Holding Ltd. (ADR) 0.8%
Value ($000) $10,370 Shares 340,853 Est. Cost $28.64 Unrealized
ACN Accenture Ltd 0.8%
Value ($000) $10,327 Shares 60,677 Est. Cost $64.04 Unrealized +133.0%
Interpublic Group of Companies 0.8%
Value ($000) $9,840 Shares 430,237 Est. Cost $15.61 Unrealized +7.8%
RHI Robert Half International Inc. 0.8%
Value ($000) $9,704 Shares 137,879 Est. Cost $48.30 Unrealized +51.7%
NVO Novo Nordisk A/S (ADR) 0.8%
Value ($000) $9,649 Shares 204,681 Est. Cost $37.71 Unrealized
QCOM QUALCOMM Incorporated 0.8%
Value ($000) $9,640 Shares 133,828 Est. Cost $45.32 Unrealized +20.6%
Dollar General Corp 0.8%
Value ($000) $9,401 Shares 86,011 Est. Cost $98.60 Unrealized
DIS Walt Disney Company 0.7%
Value ($000) $9,134 Shares 78,112 Est. Cost $87.05 Unrealized +22.4%
Eaton Vance Corp. 0.7%
Value ($000) $8,868 Shares 168,729 Est. Cost $40.57 Unrealized
CVS CVS Corporation 0.7%
Value ($000) $8,819 Shares 112,027 Est. Cost $60.78 Unrealized -7.1%
KLAC KLA-Tencor 0.7%
Value ($000) $8,816 Shares 86,673 Est. Cost $97.59 Unrealized +0.6%
UPS United Parcel Service Inc. 0.7%
Value ($000) $8,582 Shares 73,511 Est. Cost $67.73 Unrealized +30.6%
ORCL Oracle Corporation 0.7%
Value ($000) $8,389 Shares 162,701 Est. Cost $30.00 Unrealized +45.3%
TSM Taiwan Semiconductor Manufactu 0.7%
Value ($000) $8,309 Shares 188,153 Est. Cost $23.60 Unrealized
UNH UnitedHealth Group 0.7%
Value ($000) $8,144 Shares 30,613 Est. Cost $51.37 Unrealized +349.0%
PFG Principal Financial Group 0.6%
Value ($000) $8,049 Shares 137,370 Est. Cost $35.22 Unrealized +18.5%
Alphabet Inc. 0.6%
Value ($000) $8,004 Shares 6,630 Est. Cost $763.95 Unrealized
JNJ Johnson & Johnson 0.6%
Value ($000) $7,990 Shares 57,826 Est. Cost $81.82 Unrealized +32.0%
WSM Williams-Sonoma Inc. 0.6%
Value ($000) $7,941 Shares 120,835 Est. Cost $20.90 Unrealized +29.1%
XOM Exxon Mobil Corporation 0.6%
Value ($000) $7,640 Shares 89,858 Est. Cost $54.83 Unrealized +6.1%
CTSH Cognizant Technology Solutions 0.6%
Value ($000) $7,569 Shares 98,118 Est. Cost $69.79 Unrealized +0.7%
THG The Hanover Insurance Group In 0.6%
Value ($000) $7,457 Shares 60,438 Est. Cost $52.06 Unrealized +88.4%
GNTX Gentex Corporation 0.6%
Value ($000) $7,168 Shares 334,013 Est. Cost $16.86 Unrealized +37.2%
TROW T. Rowe Price Group 0.6%
Value ($000) $7,106 Shares 65,081 Est. Cost $52.96 Unrealized +63.6%
LUV Southwest Airlines Co. 0.6%
Value ($000) $6,880 Shares 110,174 Est. Cost $35.34 Unrealized +50.7%
PCAR PACCAR Inc 0.5%
Value ($000) $6,808 Shares 99,836 Est. Cost $33.62 Unrealized -2.6%
HanesBrands Inc 0.5%
Value ($000) $6,624 Shares 359,428 Est. Cost $22.77 Unrealized
Lear Corporation 0.5%
Value ($000) $6,500 Shares 44,825 Est. Cost $129.85 Unrealized
Shire PLC 0.5%
Value ($000) $6,139 Shares 33,867 Est. Cost $169.92 Unrealized
JBLU JetBlue Airways Corporation 0.5%
Value ($000) $5,758 Shares 297,428 Est. Cost $20.32 Unrealized -6.7%
WDC Western Digital Corp. 0.5%
Value ($000) $5,707 Shares 97,492 Est. Cost $37.68 Unrealized +24.4%
LVS Las Vegas Sands Corp 0.5%
Value ($000) $5,653 Shares 95,275 Est. Cost $47.01 Unrealized +24.0%
NVS Novartis AG 0.5%
Value ($000) $5,641 Shares 65,461 Est. Cost $80.00 Unrealized
ALB Albemarle Corp. 0.4%
Value ($000) $5,500 Shares 55,117 Est. Cost $61.00 Unrealized +43.2%
SLB Schlumberger Limited 0.4%
Value ($000) $5,251 Shares 86,195 Est. Cost $58.94 Unrealized -11.7%
OXY Occidental Petroleum Corporati 0.4%
Value ($000) $5,205 Shares 63,348 Est. Cost $58.28 Unrealized +16.2%
Nordstrom Inc. 0.4%
Value ($000) $4,786 Shares 80,012 Est. Cost $53.72 Unrealized
IBM International Business Machine 0.4%
Value ($000) $4,769 Shares 31,541 Est. Cost $114.04 Unrealized -11.2%
Alphabet Inc. 0.4%
Value ($000) $4,710 Shares 3,946 Est. Cost $666.96 Unrealized
IEMG iShares Core MSCI Emerging Mar 0.4%
Value ($000) $4,554 Shares 87,955 Est. Cost $43.56 Unrealized
ABBV AbbVie Inc. 0.3%
Value ($000) $4,283 Shares 45,281 Est. Cost $68.20 Unrealized +1.4%
Berkshire Hathaway Inc. Cl B 0.3%
Value ($000) $4,093 Shares 19,114 Est. Cost $133.20 Unrealized
VZ Verizon Communications Inc. 0.3%
Value ($000) $4,055 Shares 75,942 Est. Cost $27.46 Unrealized +29.8%
TOTL SPDR DoubleLine Total Return 0.3%
Value ($000) $3,764 Shares 79,669 Est. Cost $48.40 Unrealized
JPM J.P. Morgan Chase & Co. 0.3%
Value ($000) $3,753 Shares 33,259 Est. Cost $75.00 Unrealized +23.5%
VWO Vanguard Emerging Markets Stoc 0.3%
Value ($000) $3,706 Shares 90,400 Est. Cost $36.01 Unrealized
PFE Pfizer Inc 0.3%
Value ($000) $3,448 Shares 78,244 Est. Cost $19.30 Unrealized +43.3%
ABT Abbott Laboratories Inc. 0.3%
Value ($000) $3,371 Shares 45,953 Est. Cost $48.87 Unrealized +18.3%
CVX ChevronTexaco Corporation 0.3%
Value ($000) $3,239 Shares 26,489 Est. Cost $72.63 Unrealized +21.0%
PEP PepsiCo Inc. 0.3%
Value ($000) $3,227 Shares 28,864 Est. Cost $76.21 Unrealized +18.5%
SCHF Schwab International Equity ET 0.2%
Value ($000) $2,873 Shares 85,673 Est. Cost $29.85 Unrealized
BAC Bank of America Corp. 0.2%
Value ($000) $2,857 Shares 96,966 Est. Cost $19.05 Unrealized +33.7%
MMM 3M Company 0.2%
Value ($000) $2,759 Shares 13,094 Est. Cost $82.09 Unrealized +61.0%
AMZN Amazon.com Inc. 0.2%
Value ($000) $2,748 Shares 1,372 Est. Cost $50.11 Unrealized +87.7%
EEM iShares MSCI Emerging Markets 0.2%
Value ($000) $2,699 Shares 62,874 Est. Cost $42.45 Unrealized
SCHA Schwab U.S. Small-Cap ETF 0.2%
Value ($000) $2,668 Shares 35,030 Est. Cost $59.50 Unrealized
SPY SPDRs 0.2%
Value ($000) $2,396 Shares 8,243 Est. Cost $235.38 Unrealized
MCD McDonald's Corporation 0.2%
Value ($000) $2,330 Shares 13,930 Est. Cost $87.14 Unrealized +54.7%
SCHM Schwab US Mid-Cap ETF 0.2%
Value ($000) $2,238 Shares 38,696 Est. Cost $42.35 Unrealized
Allegion PLC 0.2%
Value ($000) $2,234 Shares 22,479 Est. Cost $56.09 Unrealized
TD The Toronto-Dominion Bank (USA 0.2%
Value ($000) $2,165 Shares 35,606 Est. Cost $42.68 Unrealized +39.5%
United Technologies Corporatio 0.2%
Value ($000) $1,913 Shares 13,681 Est. Cost $117.52 Unrealized
VBK Vanguard Small Cap Growth ETF 0.2%
Value ($000) $1,876 Shares 10,014 Est. Cost $163.97 Unrealized
SCHX Schwab US Large-Cap ETF 0.1%
Value ($000) $1,870 Shares 26,877 Est. Cost $52.16 Unrealized
General Electric Company 0.1%
Value ($000) $1,867 Shares 165,372 Est. Cost $21.76 Unrealized
WFC Wells Fargo & Company 0.1%
Value ($000) $1,810 Shares 34,426 Est. Cost $45.68 Unrealized +1.8%
SNA Snap-on Incorporated 0.1%
Value ($000) $1,756 Shares 9,566 Est. Cost $124.72 Unrealized +15.5%
STT State Street 0.1%
Value ($000) $1,741 Shares 20,779 Est. Cost $77.87 Unrealized -11.0%
MA Mastercard Incorporated 0.1%
Value ($000) $1,673 Shares 7,517 Est. Cost $160.06 Unrealized +25.2%
HBAN Huntington Bancshares 0.1%
Value ($000) $1,541 Shares 103,258 Est. Cost $10.62 Unrealized +4.6%
WU Western Union 0.1%
Value ($000) $1,537 Shares 80,619 Est. Cost $17.20 Unrealized
PG Procter & Gamble Company 0.1%
Value ($000) $1,486 Shares 17,854 Est. Cost $57.96 Unrealized +17.0%
IWN iShares Russell 2000 Value 0.1%
Value ($000) $1,433 Shares 10,772 Est. Cost $122.80 Unrealized
USB U.S. Bancorp 0.1%
Value ($000) $1,349 Shares 25,551 Est. Cost $22.70 Unrealized +72.4%
AXP American Express Co 0.1%
Value ($000) $1,282 Shares 12,034 Est. Cost $67.04 Unrealized +40.4%
BRK/A Berkshire Hathaway Inc Cl A 0.1%
Value ($000) $1,280 Shares 4 Est. Cost $174077.80 Unrealized +77.9%
VOE Vanguard Mid-Cap Value 0.1%
Value ($000) $1,234 Shares 10,916 Est. Cost $109.44 Unrealized
SCHE Schwab Emerging Markets Equity 0.1%
Value ($000) $1,218 Shares 47,385 Est. Cost $21.60 Unrealized
IDXX IDEXX Laboratories Inc. 0.1%
Value ($000) $1,211 Shares 4,850 Est. Cost $58.73 Unrealized +313.3%
T AT&T Inc. Com 0.1%
Value ($000) $1,190 Shares 35,433 Est. Cost $11.42 Unrealized +26.8%
NKE NIKE Inc. 0.1%
Value ($000) $1,145 Shares 13,513 Est. Cost $50.26 Unrealized +45.2%
HD Home Depot Inc. 0.1%
Value ($000) $1,115 Shares 5,381 Est. Cost $97.60 Unrealized +72.1%
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $1,111 Shares 10,037 Est. Cost $80.54 Unrealized
SPGP Invesco Russell Top 200 Pure G 0.1%
Value ($000) $1,093 Shares 20,044 Est. Cost $50.82 Unrealized
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $1,093 Shares 13,884 Est. Cost $82.53 Unrealized
ITW Illinois Tool Works 0.1%
Value ($000) $1,092 Shares 7,737 Est. Cost $133.47 Unrealized -12.0%
GILD Gilead Sciences Inc. 0.1%
Value ($000) $1,048 Shares 13,576 Est. Cost $58.26 Unrealized -2.4%
VCSH Vanguard ST Corp Bond ETF 0.1%
Value ($000) $1,027 Shares 13,140 Est. Cost $78.80 Unrealized
XYZ Square Inc A 0.1%
Value ($000) $1,014 Shares 10,242 Est. Cost $46.39 Unrealized +66.3%
CAH Cardinal Health Inc. 0.1%
Value ($000) $987 Shares 18,286 Est. Cost $61.24 Unrealized -32.9%
DowDuPont Inc 0.1%
Value ($000) $957 Shares 14,892 Est. Cost $67.67 Unrealized
GS Goldman Sachs Group Inc. 0.1%
Value ($000) $949 Shares 4,232 Est. Cost $212.74 Unrealized -7.7%
MidCap SPDRs 0.1%
Value ($000) $935 Shares 2,545 Est. Cost $279.53 Unrealized
SUB iShares S&P S/T Natnl AMT-Free 0.1%
Value ($000) $907 Shares 8,663 Est. Cost $105.96 Unrealized
IP International Paper Company 0.1%
Value ($000) $886 Shares 18,018 Est. Cost $24.93 Unrealized +42.9%
Eaton 0.1%
Value ($000) $878 Shares 10,118 Est. Cost $74.98 Unrealized
ProShares Short MSCI Emerging 0.1%
Value ($000) $867 Shares 45,278 Est. Cost $19.15 Unrealized
Merck & Co. Inc. 0.1%
Value ($000) $845 Shares 11,916 Est. Cost $56.60 Unrealized
EZU iShares MSCI EMU Index 0.1%
Value ($000) $821 Shares 20,033 Est. Cost $43.32 Unrealized
KO Coca-Cola Company 0.1%
Value ($000) $810 Shares 17,538 Est. Cost $29.33 Unrealized +23.8%
CL Colgate-Palmolive Company 0.1%
Value ($000) $789 Shares 11,778 Est. Cost $49.91 Unrealized +12.2%
Walgreens Boots Alliance Inc. 0.1%
Value ($000) $779 Shares 10,684 Est. Cost $73.53 Unrealized
D Dominion Resources Inc. 0.1%
Value ($000) $770 Shares 10,952 Est. Cost $40.57 Unrealized +25.7%
GLD SPDR Gold Shares 0.1%
Value ($000) $770 Shares 6,830 Est. Cost $112.37 Unrealized
DHR Danaher Corporation 0.1%
Value ($000) $767 Shares 7,059 Est. Cost $84.58 Unrealized +4.1%
VOT Vanguard Mid-Cap Growth 0.1%
Value ($000) $762 Shares 5,349 Est. Cost $129.68 Unrealized
BIIB Biogen IDEC Inc. 0.1%
Value ($000) $725 Shares 2,052 Est. Cost $275.83 Unrealized +24.8%
Duke Energy Corporation 0.1%
Value ($000) $707 Shares 8,829 Est. Cost $71.45 Unrealized
TXN Texas Instruments Incorporated 0.1%
Value ($000) $700 Shares 6,520 Est. Cost $31.65 Unrealized +185.1%
HON Honeywell International Inc. 0.1%
Value ($000) $691 Shares 4,150 Est. Cost $73.45 Unrealized +65.6%
VRIG Invesco Variable Rate Investme 0.1%
Value ($000) $676 Shares 26,956 Est. Cost $25.08 Unrealized
DEO Diageo plc 0.1%
Value ($000) $626 Shares 4,416 Est. Cost $124.36 Unrealized
AGG iShares Barclays Aggregate Bon 0.0%
Value ($000) $623 Shares 5,903 Est. Cost $106.63 Unrealized
MGK Vanguard Mega Cap 300 Gr Index 0.0%
Value ($000) $622 Shares 4,851 Est. Cost $83.45 Unrealized
EXPD Expeditors International of Wa 0.0%
Value ($000) $618 Shares 8,400 Est. Cost $56.72 Unrealized +19.1%
VYM Vanguard High Dividend Yield I 0.0%
Value ($000) $612 Shares 7,026 Est. Cost $67.31 Unrealized
NVDA NVIDIA Corporation 0.0%
Value ($000) $611 Shares 2,175 Est. Cost $3.99 Unrealized +61.2%
GWX SPDR S&P International Small C 0.0%
Value ($000) $604 Shares 17,576 Est. Cost $35.39 Unrealized
NEE NextEra Energy Inc. 0.0%
Value ($000) $601 Shares 3,588 Est. Cost $19.20 Unrealized +84.7%
MFC Manulife Finl Corp 0.0%
Value ($000) $566 Shares 31,694 Est. Cost $15.90 Unrealized +14.3%
Royal Dutch Petroleum (ADR) 0.0%
Value ($000) $564 Shares 8,271 Est. Cost $58.92 Unrealized
CHKP Check Point Software Technolog 0.0%
Value ($000) $555 Shares 4,715 Est. Cost $53.92 Unrealized +110.7%
V Visa Inc. 0.0%
Value ($000) $544 Shares 3,621 Est. Cost $104.28 Unrealized +29.5%
Allete Inc. 0.0%
Value ($000) $541 Shares 7,212 Est. Cost $52.34 Unrealized
BP BP PLC 0.0%
Value ($000) $541 Shares 11,732 Est. Cost $37.23 Unrealized
PM Philip Morris International In 0.0%
Value ($000) $540 Shares 6,630 Est. Cost $54.21 Unrealized +2.4%
LNC Lincoln National Corporation 0.0%
Value ($000) $533 Shares 7,878 Est. Cost $55.97 Unrealized -15.0%
IWF iShares Russell 1000 Growth In 0.0%
Value ($000) $512 Shares 3,284 Est. Cost $85.91 Unrealized
SBUX Starbucks Corporation 0.0%
Value ($000) $506 Shares 8,901 Est. Cost $48.64 Unrealized -7.3%
TJX The TJX Companies Inc. 0.0%
Value ($000) $491 Shares 4,383 Est. Cost $34.33 Unrealized +35.4%
VLO Valero Energy Corporation 0.0%
Value ($000) $491 Shares 4,313 Est. Cost $55.64 Unrealized +51.4%
BMY Bristol Myers Squibb 0.0%
Value ($000) $483 Shares 7,786 Est. Cost $37.49 Unrealized +20.0%
ES Eversource Energy 0.0%
Value ($000) $476 Shares 7,754 Est. Cost $37.46 Unrealized +25.9%
MUB iShares S&P National AMT-Free 0.0%
Value ($000) $467 Shares 4,323 Est. Cost $112.25 Unrealized
LLY Eli Lilly and Company 0.0%
Value ($000) $466 Shares 4,347 Est. Cost $72.29 Unrealized +24.9%
MRSH Marsh & McLennan Co's 0.0%
Value ($000) $460 Shares 5,563 Est. Cost $72.87 Unrealized +3.3%
META Facebook Inc. 0.0%
Value ($000) $460 Shares 2,798 Est. Cost $126.50 Unrealized +42.1%
XBI SPDR S&P Biotech 0.0%
Value ($000) $448 Shares 4,670 Est. Cost $95.93 Unrealized
TER Teradyne Inc. 0.0%
Value ($000) $445 Shares 12,038 Est. Cost $38.82 Unrealized 0.0%
SO Southern Company 0.0%
Value ($000) $440 Shares 10,098 Est. Cost $28.71 Unrealized +19.4%
IWM iShares Russell 2000 0.0%
Value ($000) $436 Shares 2,585 Est. Cost $159.09 Unrealized
EUO ProShares UltraShort Euro 0.0%
Value ($000) $434 Shares 18,625 Est. Cost $20.95 Unrealized
VBR Vanguard Small Cap Value ETF 0.0%
Value ($000) $425 Shares 3,052 Est. Cost $129.45 Unrealized
QQQ Invesco QQQ Trust 0.0%
Value ($000) $425 Shares 2,288 Est. Cost $171.77 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $413 Shares 6,839 Est. Cost $28.54 Unrealized +17.6%
TGT Target Corporation 0.0%
Value ($000) $402 Shares 4,555 Est. Cost $58.46 Unrealized +16.3%
PWV Invesco Dynamic Large Cap Valu 0.0%
Value ($000) $401 Shares 10,721 Est. Cost $35.63 Unrealized
WMT Wal-Mart Stores Inc. 0.0%
Value ($000) $398 Shares 4,236 Est. Cost $21.97 Unrealized +24.4%
IWD iShares Russell 1000 Value 0.0%
Value ($000) $398 Shares 3,141 Est. Cost $103.87 Unrealized
BSX Boston Scientific 0.0%
Value ($000) $387 Shares 10,053 Est. Cost $23.22 Unrealized +50.4%
SYY SYSCO Corporation 0.0%
Value ($000) $386 Shares 5,274 Est. Cost $47.86 Unrealized +23.8%
VEU Vanguard FTSE All-World ex-US 0.0%
Value ($000) $382 Shares 7,339 Est. Cost $48.77 Unrealized
NSRGY Nestle S.A. 0.0%
Value ($000) $378 Shares 4,510 Est. Cost $69.06 Unrealized
BlackRock Inc. 0.0%
Value ($000) $377 Shares 800 Est. Cost $534.99 Unrealized
LOW Lowe's Companies Inc. 0.0%
Value ($000) $367 Shares 3,197 Est. Cost $83.30 Unrealized +9.3%
ADP Automatic Data Processing Inc. 0.0%
Value ($000) $365 Shares 2,420 Est. Cost $98.61 Unrealized +22.5%
VTI Vanguard Total Stock Market 0.0%
Value ($000) $362 Shares 2,420 Est. Cost $107.83 Unrealized
IVOO Vanguard S&P Mid-Cap 400 Index 0.0%
Value ($000) $351 Shares 2,582 Est. Cost $101.38 Unrealized
SYK Stryker Corporation 0.0%
Value ($000) $349 Shares 1,966 Est. Cost $150.34 Unrealized +4.8%
AZN Astrazeneca PLC (ADR) 0.0%
Value ($000) $331 Shares 8,379 Est. Cost $39.14 Unrealized
GPC Genuine Parts Company 0.0%
Value ($000) $319 Shares 3,204 Est. Cost $54.69 Unrealized +44.7%
Dell Technologies Inc. Class V 0.0%
Value ($000) $318 Shares 3,273 Est. Cost $51.29 Unrealized
INFY Infosys Technologies Limited 0.0%
Value ($000) $315 Shares 30,935 Est. Cost $22.65 Unrealized
MUR Murphy Oil Corporation 0.0%
Value ($000) $311 Shares 9,330 Est. Cost $33.66 Unrealized -27.8%
VFC V.F. Corporation 0.0%
Value ($000) $310 Shares 3,316 Est. Cost $72.31 Unrealized +18.0%
Xilinx Inc. 0.0%
Value ($000) $308 Shares 3,837 Est. Cost $41.44 Unrealized
PAYX Paychex Inc. 0.0%
Value ($000) $302 Shares 4,102 Est. Cost $29.14 Unrealized +98.8%
SAM Boston Beer Company Inc. 0.0%
Value ($000) $301 Shares 1,046 Est. Cost $243.65 Unrealized +23.2%
TSLA Tesla Motors Inc. 0.0%
Value ($000) $296 Shares 1,119 Est. Cost $16.38 Unrealized +27.1%
APD Air Products & Chem 0.0%
Value ($000) $295 Shares 1,766 Est. Cost $135.74 Unrealized +0.2%
TSCO Tractor Supply Company 0.0%
Value ($000) $292 Shares 3,209 Est. Cost $10.05 Unrealized +47.8%
ITOT iShares Core S&P Total US Stoc 0.0%
Value ($000) $290 Shares 4,354 Est. Cost $62.47 Unrealized
SDY SPDR S&P Dividend 0.0%
Value ($000) $275 Shares 2,810 Est. Cost $73.53 Unrealized
VB Vanguard Small Cap ETF 0.0%
Value ($000) $273 Shares 1,679 Est. Cost $125.04 Unrealized
Andeavor 0.0%
Value ($000) $261 Shares 1,700 Est. Cost $131.18 Unrealized
YUM Yum Brands 0.0%
Value ($000) $260 Shares 2,856 Est. Cost $68.57 Unrealized +6.3%
CHE Chemed Corp. 0.0%
Value ($000) $256 Shares 800 Est. Cost $258.08 Unrealized +20.5%
SAFT Safety Insurance Group 0.0%
Value ($000) $255 Shares 2,850 Est. Cost $71.20 Unrealized +29.8%
TMO Thermo Fisher Scientific 0.0%
Value ($000) $254 Shares 1,040 Est. Cost $206.02 Unrealized +9.5%
XLV Health Care Select Sector SPDR 0.0%
Value ($000) $251 Shares 2,636 Est. Cost $83.52 Unrealized
SCHB Schwab U.S. Broad Market ETF 0.0%
Value ($000) $248 Shares 3,525 Est. Cost $61.51 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $248 Shares 928 Est. Cost $245.55 Unrealized
ROK Rockwell Automation Inc. 0.0%
Value ($000) $244 Shares 1,303 Est. Cost $163.88 Unrealized -4.7%
F Ford Motor Company 0.0%
Value ($000) $242 Shares 26,112 Est. Cost $7.93 Unrealized -13.6%
MUSA Murphy USA 0.0%
Value ($000) $237 Shares 2,774 Est. Cost $73.43 Unrealized +9.3%
BDX Becton Dickinson Co. 0.0%
Value ($000) $236 Shares 902 Est. Cost $198.45 Unrealized +11.0%
New York Community Bancorp Inc 0.0%
Value ($000) $233 Shares 22,480 Est. Cost $13.99 Unrealized
EMR Emerson Electric Co. 0.0%
Value ($000) $230 Shares 2,997 Est. Cost $58.98 Unrealized +5.0%
CAT Caterpillar Inc. 0.0%
Value ($000) $227 Shares 1,485 Est. Cost $97.74 Unrealized +23.3%
DTE DTE Energy Company 0.0%
Value ($000) $227 Shares 2,079 Est. Cost $72.77 Unrealized 0.0%
AMAT Applied Materials Inc. 0.0%
Value ($000) $226 Shares 5,859 Est. Cost $34.25 Unrealized +18.8%
PSX Phillips 66 Common Stock 0.0%
Value ($000) $225 Shares 1,989 Est. Cost $86.06 Unrealized 0.0%
KBE KBW Bank ETF 0.0%
Value ($000) $225 Shares 4,827 Est. Cost $47.86 Unrealized
AFL AFLAC Inc. 0.0%
Value ($000) $217 Shares 4,616 Est. Cost $38.48 Unrealized 0.0%
Array BioPharma Inc. 0.0%
Value ($000) $213 Shares 14,000 Est. Cost $16.29 Unrealized
IVW iShares S&P 500 Growth 0.0%
Value ($000) $212 Shares 1,195 Est. Cost $177.41 Unrealized
LSI Logic Corporation 0.0%
Value ($000) $211 Shares 2,220 Est. Cost $97.30 Unrealized
LQD iShares iBoxx Invmnt Grade Cor 0.0%
Value ($000) $211 Shares 1,835 Est. Cost $114.99 Unrealized
FTV Fortive Corp 0.0%
Value ($000) $208 Shares 2,472 Est. Cost $49.74 Unrealized 0.0%
SIEGY Siemens A G ADR 0.0%
Value ($000) $208 Shares 3,245 Est. Cost $70.48 Unrealized
PPL PPL Corporation 0.0%
Value ($000) $208 Shares 7,100 Est. Cost $21.13 Unrealized 0.0%
ED Consolidated Edison Inc. 0.0%
Value ($000) $206 Shares 2,706 Est. Cost $58.00 Unrealized +4.1%
Express Scripts Inc 0.0%
Value ($000) $205 Shares 2,160 Est. Cost $94.91 Unrealized
United Financial Bancorp 0.0%
Value ($000) $183 Shares 10,883 Est. Cost $14.84 Unrealized
NAK Northern Dynasty Minerals Ltd 0.0%
Value ($000) $102 Shares 182,900 Est. Cost $1.21 Unrealized -55.3%
ASX ASE Industrial Holding Co Ltd 0.0%
Value ($000) $81 Shares 16,784 Est. Cost $4.59 Unrealized
AVEO Pharmaceuticals Inc 0.0%
Value ($000) $75 Shares 22,600 Est. Cost $3.63 Unrealized
LYG Lloyds TSB Group plc (ADR) 0.0%
Value ($000) $47 Shares 15,394 Est. Cost $3.70 Unrealized
Cloud Peak Energy Inc. 0.0%
Value ($000) $23 Shares 10,000 Est. Cost $4.60 Unrealized
Golden Star Resources LTD 0.0%
Value ($000) $22 Shares 30,717 Est. Cost $0.66 Unrealized
Timberline Resources Corp 0.0%
Value ($000) $8 Shares 93,650 Est. Cost $0.41 Unrealized
Tivus Inc. 0.0%
Value ($000) $0 Shares 1,108,000 Est. Cost Unrealized
Genomed Inc. 0.0%
Value ($000) $0 Shares 12,425 Est. Cost Unrealized
Fortune Nat Res Corp No Stockh 0.0%
Value ($000) $0 Shares 18,000 Est. Cost Unrealized
Petaquilla Minerals 0.0%
Value ($000) $0 Shares 222,500 Est. Cost $0.00 Unrealized
Onmedia International Inc Illi 0.0%
Value ($000) $0 Shares 80,000 Est. Cost Unrealized
Portage Resources Inc 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
QOIL Quest Oil Corp. 0.0%
Value ($000) $0 Shares 11,000 Est. Cost $0.00 Unrealized -10.3%
EvoLucia Inc. 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
Cronus Corp. 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized