Hartford Financial Management Inc. Diversified Active

CIK: 0001352526 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Apr 19, 2017

Total Value ($000): $165,932 (100.0% shares, 0.0% debt)

Holdings (344)

FLRN SPDR Bloomberg Barclays Inv Gr Float ETF 4.1%
Value ($000) $6,748 Shares 219,591 Est. Cost $30.73 Unrealized
ARKQ Ark Industrial Innovation ETF 2.8%
Value ($000) $4,675 Shares 189,520 Est. Cost $19.70 Unrealized
JPM J.P. Morgan Chase & Co 2.7%
Value ($000) $4,513 Shares 51,380 Est. Cost $36.60 Unrealized +90.4%
DIS Walt Disney Co 2.6%
Value ($000) $4,368 Shares 38,527 Est. Cost $56.12 Unrealized +83.6%
KEY KeyCorp 2.5%
Value ($000) $4,196 Shares 236,034 Est. Cost $6.53 Unrealized +91.2%
United Technologies 2.5%
Value ($000) $4,195 Shares 37,387 Est. Cost $93.90 Unrealized
PFF iShares S&P US Pfd Stock Index ETF 2.4%
Value ($000) $3,980 Shares 102,856 Est. Cost $37.25 Unrealized
CVS CVS Corporation 2.3%
Value ($000) $3,807 Shares 48,497 Est. Cost $41.93 Unrealized +44.5%
BMY Bristol Myers Squibb Co 2.3%
Value ($000) $3,765 Shares 69,247 Est. Cost $29.20 Unrealized +36.7%
CSX CSX Corp 2.0%
Value ($000) $3,262 Shares 70,076 Est. Cost $6.88 Unrealized +96.3%
ADP Automatic Data Processing 2.0%
Value ($000) $3,251 Shares 31,758 Est. Cost $69.13 Unrealized +22.1%
INTC Intel Corp 1.9%
Value ($000) $3,092 Shares 85,745 Est. Cost $17.62 Unrealized +68.5%
KMB Kimberly Clark Corporation 1.9%
Value ($000) $3,088 Shares 23,466 Est. Cost $63.50 Unrealized +45.8%
Regal Entertainment Group Cl A 1.7%
Value ($000) $2,852 Shares 126,326 Est. Cost $17.90 Unrealized
DHR Danaher Corp 1.7%
Value ($000) $2,806 Shares 32,810 Est. Cost $25.25 Unrealized +182.2%
COST Costco Wholesale Corp. 1.7%
Value ($000) $2,791 Shares 16,645 Est. Cost $86.79 Unrealized +64.6%
HD Home Depot 1.6%
Value ($000) $2,646 Shares 18,024 Est. Cost $56.13 Unrealized +103.8%
CVX ChevronTexaco Corp 1.5%
Value ($000) $2,555 Shares 23,803 Est. Cost $71.16 Unrealized +7.9%
WFC Wells Fargo & Co 1.5%
Value ($000) $2,489 Shares 44,722 Est. Cost $29.28 Unrealized +51.5%
HON Honeywell Inc 1.5%
Value ($000) $2,428 Shares 19,446 Est. Cost $54.56 Unrealized +68.5%
JNJ Johnson & Johnson 1.5%
Value ($000) $2,421 Shares 19,442 Est. Cost $61.57 Unrealized +51.7%
duPont deNemours 1.4%
Value ($000) $2,384 Shares 29,688 Est. Cost $53.05 Unrealized
XOM Exxon Mobil Corp 1.4%
Value ($000) $2,344 Shares 28,592 Est. Cost $53.93 Unrealized +4.1%
MDLZ Mondelez Intl Inc Cl A 1.4%
Value ($000) $2,247 Shares 52,162 Est. Cost $23.30 Unrealized +54.0%
ABT Abbott Labs 1.3%
Value ($000) $2,216 Shares 49,902 Est. Cost $36.55 Unrealized +1.0%
WY Weyerhaeuser Co 1.3%
Value ($000) $2,097 Shares 61,720 Est. Cost $18.78 Unrealized +22.6%
KHC Kraft Heinz Co 1.2%
Value ($000) $2,065 Shares 22,741 Est. Cost $47.82 Unrealized +25.3%
T AT&T Inc 1.2%
Value ($000) $2,035 Shares 48,989 Est. Cost $11.59 Unrealized +44.3%
General Electric 1.2%
Value ($000) $1,981 Shares 66,489 Est. Cost $23.49 Unrealized
MPC Marathon Petroleum Corp 1.2%
Value ($000) $1,962 Shares 38,826 Est. Cost $31.31 Unrealized +20.8%
WBS Webster Financial Corp 1.1%
Value ($000) $1,907 Shares 38,120 Est. Cost $28.98 Unrealized +84.3%
ENB Enbridge Inc 1.1%
Value ($000) $1,790 Shares 42,794 Est. Cost $24.73 Unrealized 0.0%
PEP PepsiCo Inc 1.1%
Value ($000) $1,753 Shares 15,678 Est. Cost $56.72 Unrealized +44.4%
Liberty Property Trust 1.0%
Value ($000) $1,662 Shares 43,114 Est. Cost $36.91 Unrealized
MRK Merck & Co Inc 1.0%
Value ($000) $1,636 Shares 25,752 Est. Cost $31.21 Unrealized +47.6%
GPC Genuine Parts Co 1.0%
Value ($000) $1,586 Shares 17,166 Est. Cost $54.21 Unrealized +36.9%
GLW Corning Inc 0.9%
Value ($000) $1,516 Shares 56,178 Est. Cost $10.68 Unrealized +96.3%
Twenty-First Century Fox Inc 0.9%
Value ($000) $1,508 Shares 46,575 Est. Cost $33.20 Unrealized
AAPL Apple Computer Inc 0.9%
Value ($000) $1,444 Shares 10,053 Est. Cost $26.00 Unrealized +17.1%
UNP Union Pacific Corp 0.9%
Value ($000) $1,444 Shares 13,634 Est. Cost $65.75 Unrealized +33.3%
BA Boeing Company 0.8%
Value ($000) $1,365 Shares 7,722 Est. Cost $128.88 Unrealized +23.2%
VNQ Vanguard REIT Index ETF 0.8%
Value ($000) $1,310 Shares 15,863 Est. Cost $83.14 Unrealized
TXN Texas Instruments Inc 0.8%
Value ($000) $1,286 Shares 15,975 Est. Cost $25.31 Unrealized +139.6%
PCH Potlatch Corp 0.8%
Value ($000) $1,285 Shares 28,131 Est. Cost $38.86 Unrealized
FTV Fortive Corp 0.8%
Value ($000) $1,268 Shares 21,068 Est. Cost $30.98 Unrealized +11.6%
WestRock Co 0.8%
Value ($000) $1,264 Shares 24,310 Est. Cost $51.41 Unrealized
PAA Plains All American Pipeline LP 0.8%
Value ($000) $1,251 Shares 39,595 Est. Cost $45.70 Unrealized
Rydex S&P Equal Wgt ETF 0.7%
Value ($000) $1,236 Shares 13,610 Est. Cost $70.57 Unrealized
PSX Phillips 66 0.7%
Value ($000) $1,207 Shares 15,245 Est. Cost $41.82 Unrealized +36.9%
CAT Caterpillar 0.7%
Value ($000) $1,201 Shares 12,956 Est. Cost $61.62 Unrealized +26.1%
EPD Enterprise Products Partners LP 0.7%
Value ($000) $1,177 Shares 42,648 Est. Cost $47.15 Unrealized
AMAT Applied Materials Inc 0.7%
Value ($000) $1,171 Shares 30,106 Est. Cost $15.42 Unrealized +111.1%
MSFT Microsoft Corporation 0.7%
Value ($000) $1,149 Shares 17,460 Est. Cost $36.92 Unrealized +56.7%
CIGNA Corp 0.7%
Value ($000) $1,084 Shares 7,404 Est. Cost $91.65 Unrealized
PAYX Paychex Inc 0.6%
Value ($000) $1,062 Shares 18,043 Est. Cost $28.11 Unrealized +66.1%
LOW Lowe's Companies 0.6%
Value ($000) $1,044 Shares 12,703 Est. Cost $38.99 Unrealized +66.7%
NFG National Fuel Gas Co 0.6%
Value ($000) $1,043 Shares 17,505 Est. Cost $60.69 Unrealized -3.0%
TGT Target Corp 0.6%
Value ($000) $1,012 Shares 18,337 Est. Cost $47.48 Unrealized +1.1%
VZ Verizon Communications 0.6%
Value ($000) $928 Shares 19,051 Est. Cost $26.48 Unrealized +18.7%
WM Waste Management Inc 0.5%
Value ($000) $875 Shares 12,000 Est. Cost $31.93 Unrealized +90.8%
IBM International Business Machines 0.5%
Value ($000) $871 Shares 5,002 Est. Cost $112.81 Unrealized +1.4%
Energy Transfer Partners LP 0.5%
Value ($000) $822 Shares 22,511 Est. Cost $51.60 Unrealized
PG Procter & Gamble 0.5%
Value ($000) $784 Shares 8,731 Est. Cost $56.62 Unrealized +23.7%
COP ConocoPhillips 0.5%
Value ($000) $771 Shares 15,473 Est. Cost $41.09 Unrealized -11.0%
BAX Baxter International 0.5%
Value ($000) $751 Shares 14,500 Est. Cost $31.05 Unrealized +36.5%
TOTL SPDR Doubline Total Return Tactical ETF 0.4%
Value ($000) $684 Shares 14,013 Est. Cost $48.81 Unrealized
D Dominion Resources 0.4%
Value ($000) $683 Shares 8,812 Est. Cost $35.83 Unrealized +43.0%
AMZN Amazon.com Inc 0.4%
Value ($000) $678 Shares 765 Est. Cost $35.38 Unrealized +17.8%
PM Philip Morris International 0.4%
Value ($000) $675 Shares 5,984 Est. Cost $56.61 Unrealized +15.9%
Dow Chemical 0.4%
Value ($000) $656 Shares 10,332 Est. Cost $37.42 Unrealized
CMCSA Comcast Corp Cl A 0.4%
Value ($000) $581 Shares 15,481 Est. Cost $27.81 Unrealized +7.6%
Powershares Preferred Portfolio 0.3%
Value ($000) $578 Shares 39,043 Est. Cost $14.46 Unrealized
IP International Paper Company 0.3%
Value ($000) $575 Shares 11,325 Est. Cost $25.27 Unrealized +35.2%
UNH UnitedHealth Group Inc 0.3%
Value ($000) $568 Shares 3,465 Est. Cost $51.26 Unrealized +177.3%
ORCL Oracle Systems Corp 0.3%
Value ($000) $561 Shares 12,582 Est. Cost $28.34 Unrealized +28.8%
MCD McDonald's Corporation 0.3%
Value ($000) $547 Shares 4,222 Est. Cost $72.29 Unrealized +40.7%
V Visa Inc Cl A 0.3%
Value ($000) $542 Shares 6,110 Est. Cost $79.03 Unrealized +2.4%
AXP American Express Company 0.3%
Value ($000) $536 Shares 6,777 Est. Cost $60.90 Unrealized +13.6%
SWK Stanley Black & Decker Inc 0.3%
Value ($000) $522 Shares 3,931 Est. Cost $68.91 Unrealized +43.7%
SO Southern Company 0.3%
Value ($000) $513 Shares 10,311 Est. Cost $29.68 Unrealized +15.1%
EQT Equitable Resources Inc 0.3%
Value ($000) $493 Shares 8,077 Est. Cost $37.67 Unrealized -18.4%
Apache Corp 0.3%
Value ($000) $467 Shares 9,087 Est. Cost $45.40 Unrealized
Marathon Oil Corp 0.2%
Value ($000) $383 Shares 24,282 Est. Cost $26.93 Unrealized
MUB Ishares National Muni Bond ETF 0.2%
Value ($000) $380 Shares 3,488 Est. Cost $112.38 Unrealized
KO Coca Cola Company 0.2%
Value ($000) $377 Shares 8,900 Est. Cost $27.33 Unrealized +15.3%
BAC Bank of America Corp 0.2%
Value ($000) $375 Shares 15,933 Est. Cost $13.56 Unrealized +43.0%
AEP American Elecric Power Co 0.2%
Value ($000) $359 Shares 5,360 Est. Cost $42.47 Unrealized +11.6%
CL Colgate Palmolive Company 0.2%
Value ($000) $351 Shares 4,800 Est. Cost $44.74 Unrealized +27.1%
NKE Nike Inc. Cl B 0.2%
Value ($000) $351 Shares 6,310 Est. Cost $49.27 Unrealized 0.0%
VOD Vodafone Group New ADR 0.2%
Value ($000) $341 Shares 12,916 Est. Cost $35.80 Unrealized
PAGP Plains GP Holdings LP Cl A 0.2%
Value ($000) $334 Shares 10,726 Est. Cost $34.67 Unrealized
GOOGL Alphabet Inc Cl A 0.2%
Value ($000) $333 Shares 393 Est. Cost $33.63 Unrealized +24.1%
CNP Centerpoint Energy 0.2%
Value ($000) $328 Shares 11,901 Est. Cost $15.61 Unrealized +29.2%
MO Altria Group Inc 0.2%
Value ($000) $324 Shares 4,542 Est. Cost $28.22 Unrealized +36.6%
TBT Proshares Ultrashort 20PlusYrTsy ETF 0.2%
Value ($000) $324 Shares 8,300 Est. Cost $62.06 Unrealized
MA Mastercard Inc Cl A 0.2%
Value ($000) $322 Shares 2,870 Est. Cost $95.89 Unrealized +8.7%
GLD SPDR Gold Trust ETF 0.2%
Value ($000) $307 Shares 2,590 Est. Cost $117.50 Unrealized
VGT Vanguard Info Technology ETF 0.2%
Value ($000) $285 Shares 2,102 Est. Cost $106.92 Unrealized
Computer Associates Intl Inc 0.2%
Value ($000) $284 Shares 8,976 Est. Cost $28.69 Unrealized
SLB Schlumberger 0.2%
Value ($000) $283 Shares 3,631 Est. Cost $62.15 Unrealized +1.9%
Peoples United Financial 0.2%
Value ($000) $268 Shares 14,751 Est. Cost $14.95 Unrealized
PFE Pfizer Inc 0.2%
Value ($000) $263 Shares 7,703 Est. Cost $20.65 Unrealized +3.7%
WMB Williams Companies Inc 0.2%
Value ($000) $260 Shares 8,815 Est. Cost $17.75 Unrealized +1.0%
PCAR Paccar Inc 0.2%
Value ($000) $258 Shares 3,850 Est. Cost $21.67 Unrealized +48.1%
GOOG Alphabet Inc Cl C 0.2%
Value ($000) $255 Shares 308 Est. Cost $34.17 Unrealized +19.2%
BBT Berkshire Hills Bancorp 0.2%
Value ($000) $254 Shares 7,067 Est. Cost $21.26 Unrealized +27.8%
BB&T Corporation 0.2%
Value ($000) $253 Shares 5,673 Est. Cost $41.72 Unrealized
National Grid PLC 0.2%
Value ($000) $253 Shares 4,000 Est. Cost $56.60 Unrealized
HSY Hershey Foods Corp 0.2%
Value ($000) $253 Shares 2,324 Est. Cost $65.69 Unrealized +32.2%
TJX TJX Companies Inc 0.2%
Value ($000) $250 Shares 3,170 Est. Cost $34.01 Unrealized 0.0%
WMT Walmart 0.2%
Value ($000) $249 Shares 3,461 Est. Cost $19.99 Unrealized -1.0%
ICAFX The Investment Co Amer-F2 0.1%
Value ($000) $243 Shares 6,394 Est. Cost $38.00 Unrealized
Rydex S&P Eq Wgt Material ETF 0.1%
Value ($000) $234 Shares 2,450 Est. Cost $65.49 Unrealized
ADBE Adobe Systems Inc 0.1%
Value ($000) $230 Shares 1,770 Est. Cost $78.12 Unrealized +50.2%
RYN Rayonier Inc 0.1%
Value ($000) $225 Shares 7,950 Est. Cost $24.80 Unrealized
NUE Nucor Corporation 0.1%
Value ($000) $214 Shares 3,585 Est. Cost $32.79 Unrealized +52.9%
META Facebook Inc 0.1%
Value ($000) $209 Shares 1,472 Est. Cost $129.49 Unrealized +2.5%
USB US Bancorp 0.1%
Value ($000) $206 Shares 4,000 Est. Cost $22.41 Unrealized +69.8%
UGI UGI Corporation 0.1%
Value ($000) $195 Shares 3,949 Est. Cost $35.48 Unrealized +34.0%
NSC Norfolk Southern Corp 0.1%
Value ($000) $188 Shares 1,682 Est. Cost $77.00 Unrealized +27.0%
NGVT Ingevity Corp 0.1%
Value ($000) $179 Shares 2,955 Est. Cost $30.20 Unrealized +87.3%
NI Nisource Inc 0.1%
Value ($000) $176 Shares 7,400 Est. Cost $7.81 Unrealized +120.1%
Tortoise Energy Infrastructure Corp 0.1%
Value ($000) $173 Shares 4,982 Est. Cost $30.60 Unrealized
VTI Vanguard Total Stock ETF 0.1%
Value ($000) $170 Shares 1,405 Est. Cost $121.00 Unrealized
BP BP Amoco PLC ADR 0.1%
Value ($000) $165 Shares 4,800 Est. Cost $31.34 Unrealized
IWF iShares Russell 1000 Growth Index ETF 0.1%
Value ($000) $162 Shares 1,424 Est. Cost $113.76 Unrealized
Express Scripts Inc 0.1%
Value ($000) $160 Shares 2,440 Est. Cost $82.39 Unrealized
TRV Travelers Inc 0.1%
Value ($000) $156 Shares 1,295 Est. Cost $88.83 Unrealized +11.4%
Dynamic Opportunities-S 0.1%
Value ($000) $144 Shares 14,985 Est. Cost $9.61 Unrealized
PowerShares QQQ Nasdaq 100 ETF 0.1%
Value ($000) $139 Shares 1,055 Est. Cost $131.75 Unrealized
TC Pipelines LP 0.1%
Value ($000) $138 Shares 2,314 Est. Cost $56.61 Unrealized
OMC Omnicom Group 0.1%
Value ($000) $137 Shares 1,600 Est. Cost $52.75 Unrealized +18.4%
YUM Yum! Brands Inc 0.1%
Value ($000) $136 Shares 2,140 Est. Cost $49.47 Unrealized +12.3%
DUK Duke Energy Corp 0.1%
Value ($000) $135 Shares 1,657 Est. Cost $49.01 Unrealized +12.8%
DE Deere & Co 0.1%
Value ($000) $131 Shares 1,210 Est. Cost $74.69 Unrealized +26.4%
HIG Hartford Financial Services Group 0.1%
Value ($000) $127 Shares 2,653 Est. Cost $38.77 Unrealized +2.9%
NOW Service Now Inc 0.1%
Value ($000) $125 Shares 1,430 Est. Cost $17.44 Unrealized 0.0%
Unilever PLC Spons ADR 0.1%
Value ($000) $122 Shares 2,476 Est. Cost $46.06 Unrealized
MMM 3M Company 0.1%
Value ($000) $120 Shares 628 Est. Cost $94.82 Unrealized +19.8%
GS Goldman Sachs Group Inc 0.1%
Value ($000) $118 Shares 516 Est. Cost $143.83 Unrealized +39.1%
Scana Corp 0.1%
Value ($000) $114 Shares 1,750 Est. Cost $50.27 Unrealized
OIEIX JP Morgan Equity Income - A 0.1%
Value ($000) $114 Shares 7,406 Est. Cost $15.39 Unrealized
Monsanto 0.1%
Value ($000) $113 Shares 1,000 Est. Cost $113.00 Unrealized
WELL Welltower Inc 0.1%
Value ($000) $113 Shares 1,600 Est. Cost $54.00 Unrealized -9.6%
PEG Public Service Enterprise Group 0.1%
Value ($000) $110 Shares 2,500 Est. Cost $28.59 Unrealized +13.9%
Spectra Energy Partners LP 0.1%
Value ($000) $109 Shares 2,500 Est. Cost $43.60 Unrealized
Priceline.com Inc 0.1%
Value ($000) $106 Shares 60 Est. Cost $1766.67 Unrealized
Sunoco Logistics Partners LP 0.1%
Value ($000) $104 Shares 4,260 Est. Cost $24.71 Unrealized
Shire Pharmaceuticals GR ADR 0.1%
Value ($000) $102 Shares 589 Est. Cost $183.70 Unrealized
C Citigroup Inc 0.1%
Value ($000) $96 Shares 1,616 Est. Cost $40.52 Unrealized +10.2%
Unilever NV ADR 0.1%
Value ($000) $94 Shares 1,900 Est. Cost $41.77 Unrealized
CSCO Cisco Systems Inc 0.1%
Value ($000) $93 Shares 2,757 Est. Cost $18.75 Unrealized +31.9%
Abeona Therapeutics Inc 0.1%
Value ($000) $89 Shares 17,900 Est. Cost $4.58 Unrealized
COF Capital One Financial Corp 0.1%
Value ($000) $88 Shares 1,025 Est. Cost $69.01 Unrealized +10.6%
QCOM Qualcomm Inc 0.1%
Value ($000) $88 Shares 1,550 Est. Cost $45.07 Unrealized +1.0%
NFLX Netflix Inc 0.1%
Value ($000) $87 Shares 590 Est. Cost $9.63 Unrealized +45.7%
PYPL PayPal Holdings Inc 0.1%
Value ($000) $86 Shares 2,000 Est. Cost $39.18 Unrealized +6.5%
SCHW Charles Schwab Corp 0.1%
Value ($000) $84 Shares 2,077 Est. Cost $27.75 Unrealized +32.6%
Aetna Inc 0.0%
Value ($000) $81 Shares 640 Est. Cost $122.51 Unrealized
ABEV Ambev SA ADR 0.0%
Value ($000) $79 Shares 13,870 Est. Cost $5.70 Unrealized
NVS Novartis AG ADR 0.0%
Value ($000) $77 Shares 1,050 Est. Cost $74.67 Unrealized
FCX Freeport-McMoran Copper & Gold Inc Cl B 0.0%
Value ($000) $77 Shares 5,820 Est. Cost $16.40 Unrealized -20.5%
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $76 Shares 780 Est. Cost $75.49 Unrealized 0.0%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $76 Shares 2,820 Est. Cost $26.70 Unrealized +0.2%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $73 Shares 670 Est. Cost $88.04 Unrealized 0.0%
GMLPX Goldman Sachs MLP Energy Infrastructure 0.0%
Value ($000) $73 Shares 8,610 Est. Cost $8.11 Unrealized
EWT iShares MSCI Taiwan Index ETF 0.0%
Value ($000) $68 Shares 2,050 Est. Cost $33.17 Unrealized
FSP Franklin Street Properties 0.0%
Value ($000) $65 Shares 5,400 Est. Cost $12.59 Unrealized
ASH Ashland Inc 0.0%
Value ($000) $64 Shares 520 Est. Cost $50.19 Unrealized 0.0%
WPX Energy Inc 0.0%
Value ($000) $62 Shares 4,700 Est. Cost $12.30 Unrealized
Celgene Corp 0.0%
Value ($000) $62 Shares 500 Est. Cost $114.00 Unrealized
Barnes Group Inc 0.0%
Value ($000) $61 Shares 1,200 Est. Cost $35.29 Unrealized
RF Regions Financial Corp 0.0%
Value ($000) $61 Shares 4,200 Est. Cost $6.93 Unrealized +53.0%
EA Electronic Arts Inc 0.0%
Value ($000) $59 Shares 670 Est. Cost $82.78 Unrealized 0.0%
REGN Regeneron Pharmeceuticals Inc 0.0%
Value ($000) $58 Shares 150 Est. Cost $368.62 Unrealized 0.0%
MTUM iShares MSCI USA Momentum Factor ETF 0.0%
Value ($000) $58 Shares 710 Est. Cost $81.69 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $58 Shares 340 Est. Cost $188.10 Unrealized -16.2%
Blackrock Inc 0.0%
Value ($000) $57 Shares 150 Est. Cost $380.00 Unrealized
SDOG ALPS Sector Dividend Dogs ETF 0.0%
Value ($000) $57 Shares 1,329 Est. Cost $42.89 Unrealized
CAG Conagra Inc 0.0%
Value ($000) $56 Shares 1,400 Est. Cost $20.83 Unrealized +38.4%
Schwab Cash Reserves Sweep Shares 0.0%
Value ($000) $54 Shares 54,280 Est. Cost $0.99 Unrealized
BMRN Biomarin Pharmaceutical Inc 0.0%
Value ($000) $53 Shares 610 Est. Cost $88.96 Unrealized 0.0%
PowersharesFTSE RAFI US1000 LgCapETF 0.0%
Value ($000) $51 Shares 505 Est. Cost $100.99 Unrealized
GSPAX Goldman Sachs US Equity Div/PR A 0.0%
Value ($000) $50 Shares 4,026 Est. Cost $12.42 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $50 Shares 980 Est. Cost $65.83 Unrealized 0.0%
CRM Salesforce.com 0.0%
Value ($000) $50 Shares 610 Est. Cost $78.93 Unrealized 0.0%
PNC PNC Financial Services Group 0.0%
Value ($000) $48 Shares 400 Est. Cost $67.69 Unrealized +34.9%
Arconic Corp 0.0%
Value ($000) $48 Shares 1,850 Est. Cost $25.95 Unrealized
Alexion Pharmaceuticals Inc 0.0%
Value ($000) $47 Shares 390 Est. Cost $120.51 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $46 Shares 252 Est. Cost $123.45 Unrealized +23.6%
Anadarko Petroleum Corp 0.0%
Value ($000) $46 Shares 750 Est. Cost $48.57 Unrealized
Cliffs Natural Resources 0.0%
Value ($000) $45 Shares 5,600 Est. Cost $4.29 Unrealized
O Realty Income Corporation 0.0%
Value ($000) $44 Shares 750 Est. Cost $42.37 Unrealized -10.5%
Zayp Group Holdings Inc 0.0%
Value ($000) $43 Shares 1,310 Est. Cost $32.82 Unrealized
Forestar Real Estate Group 0.0%
Value ($000) $40 Shares 3,000 Est. Cost $11.67 Unrealized
CNI Canadian National Railway 0.0%
Value ($000) $37 Shares 503 Est. Cost $51.57 Unrealized +16.8%
F Ford Motor Co 0.0%
Value ($000) $36 Shares 3,096 Est. Cost $8.07 Unrealized -3.5%
Glaxo Hldg PLC ADR 0.0%
Value ($000) $33 Shares 800 Est. Cost $41.25 Unrealized
Cerner Corp 0.0%
Value ($000) $32 Shares 560 Est. Cost $57.14 Unrealized
BIIB Biogen Inc 0.0%
Value ($000) $31 Shares 115 Est. Cost $282.75 Unrealized 0.0%
CWI SPDR MSCI ACWI EX- US ETF 0.0%
Value ($000) $31 Shares 919 Est. Cost $33.73 Unrealized
MERC Mercer International Inc 0.0%
Value ($000) $29 Shares 2,505 Est. Cost $6.57 Unrealized +31.4%
ICE IntercontinentalExchange Group Inc 0.0%
Value ($000) $29 Shares 500 Est. Cost $47.52 Unrealized +9.9%
Tiffany & Co 0.0%
Value ($000) $28 Shares 300 Est. Cost $84.93 Unrealized
LLY Eli Lilly and Co 0.0%
Value ($000) $28 Shares 334 Est. Cost $64.43 Unrealized +7.9%
EBAY Ebay Inc 0.0%
Value ($000) $27 Shares 820 Est. Cost $24.06 Unrealized +20.3%
Suntrust Banks Inc 0.0%
Value ($000) $27 Shares 500 Est. Cost $42.00 Unrealized
Raytheon Company 0.0%
Value ($000) $25 Shares 170 Est. Cost $102.78 Unrealized
DDD 3D Systems Corp 0.0%
Value ($000) $25 Shares 1,700 Est. Cost $19.00 Unrealized -17.4%
ZBRA Zebra Technologies Corp Cl A 0.0%
Value ($000) $25 Shares 280 Est. Cost $58.13 Unrealized +49.1%
Praxair Inc 0.0%
Value ($000) $24 Shares 205 Est. Cost $117.07 Unrealized
Protalex Inc 0.0%
Value ($000) $23 Shares 15,500 Est. Cost $1.48 Unrealized
LNT Alliant Energy Corp 0.0%
Value ($000) $23 Shares 598 Est. Cost $24.65 Unrealized +18.0%
BTE Baytex Energy Corp 0.0%
Value ($000) $23 Shares 7,000 Est. Cost $3.72 Unrealized -0.1%
Yahoo! Inc 0.0%
Value ($000) $23 Shares 500 Est. Cost $38.00 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $22 Shares 84 Est. Cost $144.57 Unrealized +43.0%
Magellan Midstream Partners LP 0.0%
Value ($000) $21 Shares 280 Est. Cost $67.86 Unrealized
TEX Terex Corp 0.0%
Value ($000) $21 Shares 700 Est. Cost $22.04 Unrealized +42.5%
Time Warner Inc 0.0%
Value ($000) $21 Shares 224 Est. Cost $72.27 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $21 Shares 100 Est. Cost $210.00 Unrealized
CTRA Cabot Oil & Gas Corp 0.0%
Value ($000) $21 Shares 880 Est. Cost $19.84 Unrealized -16.5%
EWU iShares MSCI United Kingdom ETF 0.0%
Value ($000) $20 Shares 642 Est. Cost $31.15 Unrealized
SCCO Southern Copper Corp 0.0%
Value ($000) $19 Shares 550 Est. Cost $24.37 Unrealized 0.0%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $19 Shares 466 Est. Cost $29.75 Unrealized +16.2%
TXT Textron Inc 0.0%
Value ($000) $19 Shares 400 Est. Cost $44.73 Unrealized +6.5%
TEVA Teva Pharmaceutical Spon ADR 0.0%
Value ($000) $19 Shares 600 Est. Cost $48.82 Unrealized
Dr Pepper Snapple Group Inc 0.0%
Value ($000) $19 Shares 200 Est. Cost $85.00 Unrealized
ARKK Ark Innovation ETF 0.0%
Value ($000) $18 Shares 760 Est. Cost $20.19 Unrealized
EMR Emerson Electric Company 0.0%
Value ($000) $17 Shares 300 Est. Cost $41.54 Unrealized +15.4%
ACEIX Van Kampen Equity and Inc. - A 0.0%
Value ($000) $17 Shares 1,663 Est. Cost $10.22 Unrealized
ES Eversource Energy 0.0%
Value ($000) $17 Shares 300 Est. Cost $33.64 Unrealized +24.4%
HAS Hasbro Inc 0.0%
Value ($000) $17 Shares 174 Est. Cost $52.60 Unrealized +29.9%
GIS General Mills 0.0%
Value ($000) $16 Shares 287 Est. Cost $43.25 Unrealized +3.2%
MFMPX Morgan Stanley Inst Frontier Emerging A 0.0%
Value ($000) $16 Shares 892 Est. Cost $17.94 Unrealized
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $16 Shares 290 Est. Cost $38.11 Unrealized +26.2%
AMGN Amgen Inc 0.0%
Value ($000) $15 Shares 96 Est. Cost $127.19 Unrealized 0.0%
CAH Cardinal Health Inc 0.0%
Value ($000) $15 Shares 185 Est. Cost $61.32 Unrealized -1.2%
Blackstone Group LP 0.0%
Value ($000) $15 Shares 530 Est. Cost $27.54 Unrealized
Sierra Wireless Inc 0.0%
Value ($000) $15 Shares 590 Est. Cost $21.98 Unrealized
MCK McKesson HBOC Corp 0.0%
Value ($000) $14 Shares 96 Est. Cost $209.51 Unrealized -34.8%
ALL Allstate Corp 0.0%
Value ($000) $14 Shares 184 Est. Cost $49.75 Unrealized +29.7%
CLX Clorox Company 0.0%
Value ($000) $13 Shares 99 Est. Cost $96.11 Unrealized +4.5%
DG Dollar General 0.0%
Value ($000) $13 Shares 200 Est. Cost $59.54 Unrealized +9.6%
ADM Archer Daniels Midland Company 0.0%
Value ($000) $13 Shares 300 Est. Cost $29.61 Unrealized +16.3%
ELV Anthem Inc 0.0%
Value ($000) $13 Shares 80 Est. Cost $119.60 Unrealized +18.3%
CCL Carnival Corp 0.0%
Value ($000) $13 Shares 237 Est. Cost $40.59 Unrealized +24.0%
XEL Xcel Energy Inc 0.0%
Value ($000) $13 Shares 300 Est. Cost $24.05 Unrealized +34.0%
CGNX Cognex Corp 0.0%
Value ($000) $13 Shares 162 Est. Cost $22.59 Unrealized +50.6%
SPH Suburban Propane Partners LP 0.0%
Value ($000) $13 Shares 500 Est. Cost $32.00 Unrealized
TSLA Tesla Motors Inc 0.0%
Value ($000) $13 Shares 47 Est. Cost $16.92 Unrealized 0.0%
UYG Proshares Ultra Financials ETF 0.0%
Value ($000) $13 Shares 140 Est. Cost $71.43 Unrealized
OLN Olin Corporation 0.0%
Value ($000) $13 Shares 400 Est. Cost $11.65 Unrealized +101.3%
Harris Corp 0.0%
Value ($000) $12 Shares 114 Est. Cost $78.95 Unrealized
AVB Avalonbay Communities Inc 0.0%
Value ($000) $12 Shares 68 Est. Cost $127.20 Unrealized +4.0%
WR Grace & Co 0.0%
Value ($000) $12 Shares 175 Est. Cost $97.14 Unrealized
EPR EPR Properties 0.0%
Value ($000) $11 Shares 159 Est. Cost $75.47 Unrealized
John Hancock II New Opportunities I 0.0%
Value ($000) $11 Shares 424 Est. Cost $25.94 Unrealized
OKE Oneok Inc. 0.0%
Value ($000) $11 Shares 211 Est. Cost $30.08 Unrealized +5.9%
TGNA Tegna Inc 0.0%
Value ($000) $11 Shares 466 Est. Cost $14.62 Unrealized +5.2%
PPL PPL Corp 0.0%
Value ($000) $10 Shares 287 Est. Cost $23.26 Unrealized +3.3%
RMBS Rambus Inc 0.0%
Value ($000) $10 Shares 805 Est. Cost $14.29 Unrealized -8.1%
DVY iShares Select Dividend ETF 0.0%
Value ($000) $10 Shares 110 Est. Cost $90.91 Unrealized
TD Toronto Dominion Bank 0.0%
Value ($000) $10 Shares 210 Est. Cost $44.78 Unrealized +14.1%
Actinium Pharmaceuticals Inc 0.0%
Value ($000) $10 Shares 7,000 Est. Cost $1.35 Unrealized
VLO Valero Energy Corporation 0.0%
Value ($000) $10 Shares 162 Est. Cost $38.94 Unrealized +20.7%
ABBV AbbVie Inc 0.0%
Value ($000) $10 Shares 160 Est. Cost $42.06 Unrealized +3.4%
AEE Ameren Corporation 0.0%
Value ($000) $10 Shares 193 Est. Cost $38.04 Unrealized +8.9%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $9 Shares 21 Est. Cost $7.89 Unrealized +4.6%
BOH Bank of Hawaii Corp 0.0%
Value ($000) $9 Shares 110 Est. Cost $46.81 Unrealized +30.1%
WHR Whirlpool Corp 0.0%
Value ($000) $9 Shares 58 Est. Cost $149.07 Unrealized +19.1%
GILD Gilead Sciences 0.0%
Value ($000) $9 Shares 140 Est. Cost $75.98 Unrealized -33.3%
GWRE Guidewire Software Inc 0.0%
Value ($000) $9 Shares 175 Est. Cost $51.50 Unrealized +6.2%
ITW Illinois Tool Works 0.0%
Value ($000) $9 Shares 70 Est. Cost $73.98 Unrealized +41.4%
SBUX Starbucks Corp 0.0%
Value ($000) $9 Shares 155 Est. Cost $45.73 Unrealized +2.3%
TMO Thermo Fisher Scientific 0.0%
Value ($000) $9 Shares 64 Est. Cost $126.27 Unrealized +18.1%
IRBTQ Irobot Corporation 0.0%
Value ($000) $8 Shares 125 Est. Cost $32.80 Unrealized +80.3%
IEF iShares Barclays 7-10 Year ETF 0.0%
Value ($000) $8 Shares 78 Est. Cost $102.56 Unrealized
UAA Under Armour Inc Cl A 0.0%
Value ($000) $8 Shares 415 Est. Cost $41.29 Unrealized -43.6%
Umpqua Holdings Corp 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.00 Unrealized
APD Air Products & Chemicals Inc 0.0%
Value ($000) $8 Shares 65 Est. Cost $97.96 Unrealized +15.5%
UPS United Parcel Service 0.0%
Value ($000) $7 Shares 74 Est. Cost $72.60 Unrealized +7.9%
EW Edwards Lifesciences CP 0.0%
Value ($000) $7 Shares 80 Est. Cost $25.97 Unrealized +20.6%
Dell Technologies In Cl V 0.0%
Value ($000) $7 Shares 124 Est. Cost $47.74 Unrealized
TM Toyota Motor Corp ADR 0.0%
Value ($000) $7 Shares 71 Est. Cost $126.76 Unrealized
UA Under Armour Inc Cl C 0.0%
Value ($000) $7 Shares 417 Est. Cost $37.40 Unrealized -44.3%
FMS Fresenius Medical Care ADR 0.0%
Value ($000) $7 Shares 170 Est. Cost $41.18 Unrealized
XME SPDR Metals & Mining ETF 0.0%
Value ($000) $7 Shares 261 Est. Cost $30.65 Unrealized
FBIN Fortune Brands Home & Security 0.0%
Value ($000) $7 Shares 117 Est. Cost $33.63 Unrealized +27.8%
Retail Properties America Inc Cl A 0.0%
Value ($000) $6 Shares 476 Est. Cost $14.71 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $6 Shares 100 Est. Cost $56.85 Unrealized -8.4%
Sonoma Pharmaceuticals Inc 0.0%
Value ($000) $6 Shares 900 Est. Cost $5.56 Unrealized
Potash Corp of Saskatchewan 0.0%
Value ($000) $6 Shares 400 Est. Cost $17.50 Unrealized
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $6 Shares 130 Est. Cost $46.15 Unrealized
AFL AFLAC Inc 0.0%
Value ($000) $6 Shares 88 Est. Cost $24.53 Unrealized +17.5%
CPB Campbell Soup Company 0.0%
Value ($000) $6 Shares 111 Est. Cost $43.03 Unrealized +5.2%
AICFX American Investment Company of America 0.0%
Value ($000) $6 Shares 175 Est. Cost $34.29 Unrealized
DVN Devon Energy Corporation 0.0%
Value ($000) $5 Shares 136 Est. Cost $19.80 Unrealized +56.8%
BSM Black Stone Minerals LP 0.0%
Value ($000) $5 Shares 321 Est. Cost $16.10 Unrealized
TRMB Trimble Inc 0.0%
Value ($000) $5 Shares 175 Est. Cost $20.18 Unrealized +53.3%
A Agilent Technologies Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $35.10 Unrealized +34.5%
CSIEX Calvert Equity Portfolio A 0.0%
Value ($000) $5 Shares 144 Est. Cost $34.72 Unrealized
Reynolds American Inc 0.0%
Value ($000) $5 Shares 85 Est. Cost $58.82 Unrealized
GCP Applied Technologies 0.0%
Value ($000) $5 Shares 175 Est. Cost $17.14 Unrealized
NVO Novo Nordisk A/S ADR 0.0%
Value ($000) $5 Shares 152 Est. Cost $52.63 Unrealized
PowerShares DB Oil ETF 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.00 Unrealized
Staples Inc 0.0%
Value ($000) $4 Shares 484 Est. Cost $8.26 Unrealized
BRX Brixmor Property Group Inc 0.0%
Value ($000) $4 Shares 188 Est. Cost $26.60 Unrealized
Coach Inc 0.0%
Value ($000) $4 Shares 102 Est. Cost $29.41 Unrealized
Verint Systems Inc 0.0%
Value ($000) $4 Shares 115 Est. Cost $34.78 Unrealized
UEC Uranium Energy Corp 0.0%
Value ($000) $4 Shares 3,000 Est. Cost $1.08 Unrealized +39.3%
ABBNY ABB LTD Spon ADR 0.0%
Value ($000) $3 Shares 160 Est. Cost $18.75 Unrealized
United Financial Bancorp Inc 0.0%
Value ($000) $3 Shares 189 Est. Cost $10.58 Unrealized
Tupperware Brands Corp 0.0%
Value ($000) $3 Shares 52 Est. Cost $57.69 Unrealized
Bioverativ Inc 0.0%
Value ($000) $3 Shares 57 Est. Cost $52.63 Unrealized
AIG American International Group 0.0%
Value ($000) $3 Shares 50 Est. Cost $47.33 Unrealized +8.1%
180 Degree Capital Corp 0.0%
Value ($000) $3 Shares 2,200 Est. Cost $1.36 Unrealized
Onconova Therapeutics Inc 0.0%
Value ($000) $3 Shares 1,100 Est. Cost $1.82 Unrealized
PH Parker Hannifin Corp 0.0%
Value ($000) $3 Shares 20 Est. Cost $101.50 Unrealized +30.6%
HP Helmerich & Payne 0.0%
Value ($000) $3 Shares 50 Est. Cost $73.90 Unrealized -3.7%
National Oilwell Varco Inc 0.0%
Value ($000) $2 Shares 67 Est. Cost $29.85 Unrealized
PRU Prudential Financial 0.0%
Value ($000) $2 Shares 25 Est. Cost $44.81 Unrealized +60.1%
MET Metlife Inc 0.0%
Value ($000) $2 Shares 42 Est. Cost $32.90 Unrealized +7.4%
OGS One Gas Inc 0.0%
Value ($000) $2 Shares 37 Est. Cost $42.67 Unrealized +51.9%
ExOne Co 0.0%
Value ($000) $2 Shares 250 Est. Cost $8.00 Unrealized
Oasis Petroleum Inc 0.0%
Value ($000) $2 Shares 190 Est. Cost $15.79 Unrealized
NRG NRG Energy Inc 0.0%
Value ($000) $2 Shares 145 Est. Cost $9.31 Unrealized +46.8%
Great Plains Energy Inc 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.67 Unrealized
MAT Mattel Inc 0.0%
Value ($000) $2 Shares 116 Est. Cost $26.78 Unrealized 0.0%
IAC/InterActiveCorp 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
AZN Astrazeneca PLC Spons ADR 0.0%
Value ($000) $2 Shares 70 Est. Cost $28.57 Unrealized
Vistagen Therapeutics Inc 0.0%
Value ($000) $2 Shares 1,300 Est. Cost $3.67 Unrealized
ULTA Ulta Salon Cosmetics & Fragrance Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $273.75 Unrealized 0.0%
AMTX Aemetis Inc 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $1.39 Unrealized 0.0%
CenturyLink Inc 0.0%
Value ($000) $2 Shares 87 Est. Cost $22.99 Unrealized
CR Bard Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
VRTS Virtus Investment Partners 0.0%
Value ($000) $1 Shares 14 Est. Cost $86.40 Unrealized 0.0%
ED Consolidated Edison 0.0%
Value ($000) $1 Shares 25 Est. Cost $53.16 Unrealized +2.8%
Rite Aid Corp 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.00 Unrealized
Gannett Co Inc 0.0%
Value ($000) $1 Shares 232 Est. Cost $8.66 Unrealized
KEYS Keysight Technologies Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $34.18 Unrealized +8.9%
Inovio Pharmaceuticals 0.0%
Value ($000) $1 Shares 300 Est. Cost $6.67 Unrealized
STT State Street Corp 0.0%
Value ($000) $1 Shares 25 Est. Cost $45.13 Unrealized +35.0%
NWSA News Corp New Cl A 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.29 Unrealized 0.0%
Market Vectors Poland ETF 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized