HBK Sorce Advisory LLC Diversified Active

CIK: 0001379995 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 14, 2014

Total Value ($000): $273,910 (100.0% shares, 0.0% debt)

Holdings (189)

JPMORGAN CHASE & CO 12.3%
Value ($000) $33,766 Shares 727,868 Est. Cost $46.64 Unrealized
SCHX SCHWAB STRATEGIC TR 11.6%
Value ($000) $31,663 Shares 708,182 Est. Cost $38.42 Unrealized
SCHA SCHWAB STRATEGIC TR 11.1%
Value ($000) $30,524 Shares 569,484 Est. Cost $43.99 Unrealized
SCHF SCHWAB STRATEGIC TR 3.5%
Value ($000) $9,553 Shares 303,255 Est. Cost $27.50 Unrealized
IWB ISHARES 3.5%
Value ($000) $9,468 Shares 90,366 Est. Cost $89.93 Unrealized
UBS AG JERSEY BRH 3.4%
Value ($000) $9,416 Shares 236,412 Est. Cost $39.27 Unrealized
VTI VANGUARD INDEX FDS 3.1%
Value ($000) $8,528 Shares 87,490 Est. Cost $86.79 Unrealized
IWC ISHARES 2.8%
Value ($000) $7,736 Shares 100,078 Est. Cost $61.73 Unrealized
XOM EXXON MOBIL CORP 2.3%
Value ($000) $6,369 Shares 65,203 Est. Cost $53.99 Unrealized +7.6%
VEU VANGUARD INTL EQUITY INDEX F 2.0%
Value ($000) $5,367 Shares 106,615 Est. Cost $49.88 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 1.8%
Value ($000) $4,873 Shares 65,150 Est. Cost $67.08 Unrealized
GENERAL ELECTRIC CO 1.2%
Value ($000) $3,336 Shares 128,833 Est. Cost $23.19 Unrealized
KO COCA COLA CO 1.1%
Value ($000) $3,116 Shares 80,589 Est. Cost $27.84 Unrealized -4.6%
MUB ISHARES 1.1%
Value ($000) $2,976 Shares 27,798 Est. Cost $103.81 Unrealized
PM PHILIP MORRIS INTL INC 1.0%
Value ($000) $2,824 Shares 34,497 Est. Cost $49.76 Unrealized -10.1%
IWF ISHARES 1.0%
Value ($000) $2,715 Shares 31,368 Est. Cost $72.73 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $2,166 Shares 22,050 Est. Cost $59.97 Unrealized +11.1%
MO ALTRIA GROUP INC 0.8%
Value ($000) $2,165 Shares 57,834 Est. Cost $16.30 Unrealized +5.0%
AAPL APPLE INC 0.8%
Value ($000) $2,162 Shares 4,027 Est. Cost $13.28 Unrealized +24.9%
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value ($000) $2,096 Shares 10,887 Est. Cost $117.28 Unrealized -6.9%
USCI UNITED STS COMMODITY INDEX F 0.7%
Value ($000) $1,943 Shares 33,151 Est. Cost $54.37 Unrealized
CENTERSTATE BANKS INC 0.7%
Value ($000) $1,909 Shares 174,790 Est. Cost $10.92 Unrealized
QCOM QUALCOMM INC 0.7%
Value ($000) $1,869 Shares 23,696 Est. Cost $45.18 Unrealized +19.6%
DJP BARCLAYS BK PLC 0.7%
Value ($000) $1,866 Shares 47,297 Est. Cost $36.72 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $1,855 Shares 45,252 Est. Cost $27.14 Unrealized +15.2%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $1,814 Shares 38,138 Est. Cost $26.78 Unrealized -3.4%
EFA ISHARES 0.7%
Value ($000) $1,805 Shares 26,853 Est. Cost $57.60 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $1,728 Shares 13,826 Est. Cost $110.99 Unrealized +5.3%
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $1,670 Shares 19,197 Est. Cost $48.33 Unrealized +17.5%
VEA VANGUARD TAX MANAGED INTL FD 0.6%
Value ($000) $1,598 Shares 38,722 Est. Cost $35.61 Unrealized
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $1,502 Shares 18,633 Est. Cost $55.03 Unrealized +2.7%
JOHNSON CTLS INC 0.5%
Value ($000) $1,435 Shares 30,318 Est. Cost $36.56 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,407 Shares 7,526 Est. Cost $171.86 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $1,383 Shares 22,787 Est. Cost $37.37 Unrealized +12.6%
T AT&T INC 0.5%
Value ($000) $1,320 Shares 37,652 Est. Cost $11.30 Unrealized -4.0%
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,263 Shares 31,112 Est. Cost $38.80 Unrealized
DU PONT E I DE NEMOURS & CO 0.5%
Value ($000) $1,259 Shares 18,765 Est. Cost $53.07 Unrealized
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $1,240 Shares 35,897 Est. Cost $23.16 Unrealized +13.8%
PEP PEPSICO INC 0.4%
Value ($000) $1,183 Shares 14,174 Est. Cost $56.06 Unrealized +1.4%
SCHZ SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,168 Shares 22,834 Est. Cost $50.32 Unrealized
HDV ISHARES TR 0.4%
Value ($000) $1,153 Shares 16,139 Est. Cost $64.76 Unrealized
DVY ISHARES 0.4%
Value ($000) $1,097 Shares 14,961 Est. Cost $62.34 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $999 Shares 38,695 Est. Cost $17.24 Unrealized +8.3%
MCD MCDONALDS CORP 0.4%
Value ($000) $992 Shares 10,116 Est. Cost $71.54 Unrealized -1.8%
RWX SPDR INDEX SHS FDS 0.4%
Value ($000) $989 Shares 24,020 Est. Cost $39.92 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $980 Shares 8,240 Est. Cost $71.39 Unrealized -1.4%
ERIE ERIE INDTY CO 0.4%
Value ($000) $964 Shares 13,812 Est. Cost $57.24 Unrealized -7.3%
MMM 3M CO 0.3%
Value ($000) $952 Shares 7,019 Est. Cost $61.26 Unrealized +24.5%
KRAFT FOODS GROUP INC 0.3%
Value ($000) $927 Shares 16,518 Est. Cost $55.87 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $924 Shares 9,661 Est. Cost $14.15 Unrealized +17.1%
RYDEX ETF TRUST 0.3%
Value ($000) $889 Shares 12,176 Est. Cost $66.45 Unrealized
IWD ISHARES 0.3%
Value ($000) $876 Shares 9,081 Est. Cost $83.78 Unrealized
WFC WELLS FARGO & CO NEW 0.3%
Value ($000) $819 Shares 16,456 Est. Cost $27.55 Unrealized +21.3%
GOOGLE INC 0.3%
Value ($000) $808 Shares 725 Est. Cost $892.33 Unrealized
IWR ISHARES 0.3%
Value ($000) $778 Shares 5,027 Est. Cost $132.95 Unrealized
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $768 Shares 6,573 Est. Cost $93.27 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $740 Shares 23,030 Est. Cost $16.55 Unrealized +10.0%
D DOMINION RES INC VA NEW 0.3%
Value ($000) $737 Shares 10,382 Est. Cost $35.86 Unrealized +15.6%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $720 Shares 7,384 Est. Cost $53.31 Unrealized +22.8%
COP CONOCOPHILLIPS 0.3%
Value ($000) $686 Shares 9,754 Est. Cost $40.82 Unrealized +11.3%
SCHC SCHWAB STRATEGIC TR 0.3%
Value ($000) $685 Shares 20,756 Est. Cost $27.25 Unrealized
WMT WAL-MART STORES INC 0.2%
Value ($000) $684 Shares 8,949 Est. Cost $19.97 Unrealized -0.3%
PFF ISHARES 0.2%
Value ($000) $670 Shares 17,159 Est. Cost $39.27 Unrealized
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $642 Shares 16,628 Est. Cost $31.93 Unrealized
IJR ISHARES 0.2%
Value ($000) $636 Shares 5,779 Est. Cost $90.34 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $629 Shares 15,366 Est. Cost $27.58 Unrealized +16.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $629 Shares 2,510 Est. Cost $209.91 Unrealized
SLF SUN LIFE FINL INC 0.2%
Value ($000) $625 Shares 18,034 Est. Cost $28.45 Unrealized +21.0%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $603 Shares 5,473 Est. Cost $63.70 Unrealized +8.9%
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $590 Shares 10,006 Est. Cost $50.03 Unrealized
POWERSHARES GLOBAL ETF TRUST 0.2%
Value ($000) $581 Shares 40,743 Est. Cost $14.27 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $574 Shares 7,173 Est. Cost $57.29 Unrealized +21.6%
IVOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $572 Shares 6,176 Est. Cost $92.62 Unrealized
POWERSHARES QQQ TRUST 0.2%
Value ($000) $572 Shares 6,524 Est. Cost $76.41 Unrealized
NORTHEAST UTILS 0.2%
Value ($000) $571 Shares 12,558 Est. Cost $42.03 Unrealized
PPG PPG INDS INC 0.2%
Value ($000) $564 Shares 2,917 Est. Cost $59.61 Unrealized +29.5%
BARD C R INC 0.2%
Value ($000) $564 Shares 3,813 Est. Cost $108.58 Unrealized
DHR DANAHER CORP DEL 0.2%
Value ($000) $562 Shares 7,498 Est. Cost $27.14 Unrealized +13.4%
ATWOOD OCEANICS INC 0.2%
Value ($000) $542 Shares 10,760 Est. Cost $52.07 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $536 Shares 12,196 Est. Cost $26.74 Unrealized -5.5%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $525 Shares 10,108 Est. Cost $31.07 Unrealized +15.6%
IWM ISHARES 0.2%
Value ($000) $522 Shares 4,483 Est. Cost $102.04 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $511 Shares 12,148 Est. Cost $30.75 Unrealized +6.5%
CVS CVS CAREMARK CORPORATION 0.2%
Value ($000) $470 Shares 6,282 Est. Cost $41.44 Unrealized +23.3%
MARKET VECTORS ETF TR 0.2%
Value ($000) $466 Shares 8,575 Est. Cost $51.22 Unrealized
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $464 Shares 5,630 Est. Cost $47.69 Unrealized +10.2%
HD HOME DEPOT INC 0.2%
Value ($000) $448 Shares 5,665 Est. Cost $56.62 Unrealized +6.4%
IWO ISHARES 0.2%
Value ($000) $443 Shares 3,257 Est. Cost $111.42 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $441 Shares 4,718 Est. Cost $78.38 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $429 Shares 5,449 Est. Cost $63.53 Unrealized +5.3%
BIIB BIOGEN IDEC INC 0.2%
Value ($000) $419 Shares 1,371 Est. Cost $226.15 Unrealized +40.4%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $418 Shares 3,747 Est. Cost $86.73 Unrealized +5.3%
PPL PPL CORP 0.1%
Value ($000) $406 Shares 12,241 Est. Cost $16.36 Unrealized +4.3%
SDY SPDR SERIES TRUST 0.1%
Value ($000) $400 Shares 5,435 Est. Cost $66.31 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $399 Shares 17,806 Est. Cost $15.41 Unrealized -0.7%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $397 Shares 5,609 Est. Cost $38.95 Unrealized +39.9%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $393 Shares 3,182 Est. Cost $166.80 Unrealized
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $392 Shares 7,738 Est. Cost $30.62 Unrealized +3.9%
PSK SPDR SERIES TRUST 0.1%
Value ($000) $389 Shares 9,175 Est. Cost $43.47 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $386 Shares 2,594 Est. Cost $81.53 Unrealized +24.2%
PAYX PAYCHEX INC 0.1%
Value ($000) $381 Shares 8,948 Est. Cost $25.02 Unrealized +17.9%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $381 Shares 5,344 Est. Cost $40.86 Unrealized +4.4%
HAL HALLIBURTON CO 0.1%
Value ($000) $377 Shares 6,397 Est. Cost $33.21 Unrealized +28.8%
AMGN AMGEN INC 0.1%
Value ($000) $372 Shares 3,019 Est. Cost $73.62 Unrealized +18.0%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $370 Shares 4,549 Est. Cost $60.21 Unrealized -1.4%
CABELAS INC 0.1%
Value ($000) $369 Shares 5,631 Est. Cost $64.75 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $360 Shares 11,853 Est. Cost $19.78 Unrealized +0.6%
UNP UNION PAC CORP 0.1%
Value ($000) $349 Shares 1,862 Est. Cost $62.58 Unrealized +9.1%
ABBV ABBVIE INC 0.1%
Value ($000) $347 Shares 6,747 Est. Cost $26.69 Unrealized +18.0%
MRK MERCK & CO INC NEW 0.1%
Value ($000) $343 Shares 6,050 Est. Cost $30.02 Unrealized +19.1%
NWBI NORTHWEST BANCSHARES INC MD 0.1%
Value ($000) $342 Shares 23,440 Est. Cost $6.22 Unrealized +13.8%
EMB ISHARES 0.1%
Value ($000) $336 Shares 3,015 Est. Cost $109.50 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $335 Shares 4,582 Est. Cost $64.66 Unrealized
MEDTRONIC INC 0.1%
Value ($000) $327 Shares 5,318 Est. Cost $52.06 Unrealized
BP BP PLC 0.1%
Value ($000) $324 Shares 6,732 Est. Cost $43.10 Unrealized
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $314 Shares 4,176 Est. Cost $61.74 Unrealized
V VISA INC 0.1%
Value ($000) $313 Shares 1,449 Est. Cost $42.28 Unrealized +20.9%
AME AMETEK INC NEW 0.1%
Value ($000) $311 Shares 6,045 Est. Cost $39.19 Unrealized +21.9%
CONSOLIDATED COMM HLDGS INC 0.1%
Value ($000) $310 Shares 15,470 Est. Cost $17.39 Unrealized
AON PLC 0.1%
Value ($000) $308 Shares 3,650 Est. Cost $83.84 Unrealized
IVV ISHARES 0.1%
Value ($000) $308 Shares 1,638 Est. Cost $160.66 Unrealized
DR PEPPER SNAPPLE GROUP INC 0.1%
Value ($000) $307 Shares 5,640 Est. Cost $48.76 Unrealized
VECTREN CORP 0.1%
Value ($000) $306 Shares 7,781 Est. Cost $33.79 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $305 Shares 2,918 Est. Cost $65.69 Unrealized +17.5%
SCRIPPS NETWORKS INTERACT IN 0.1%
Value ($000) $295 Shares 3,882 Est. Cost $66.79 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $293 Shares 2,948 Est. Cost $99.39 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 0.1%
Value ($000) $290 Shares 1,768 Est. Cost $165.64 Unrealized
WALGREEN CO 0.1%
Value ($000) $289 Shares 4,384 Est. Cost $65.92 Unrealized
TYCO INTERNATIONAL LTD 0.1%
Value ($000) $287 Shares 6,760 Est. Cost $35.60 Unrealized
CELGENE CORP 0.1%
Value ($000) $287 Shares 2,059 Est. Cost $117.05 Unrealized
EBAY EBAY INC 0.1%
Value ($000) $282 Shares 5,098 Est. Cost $20.67 Unrealized 0.0%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $280 Shares 1,260 Est. Cost $106.96 Unrealized +71.5%
NUVEEN PERFORMANCE PLUS MUN 0.1%
Value ($000) $277 Shares 19,132 Est. Cost $13.96 Unrealized
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $277 Shares 5,880 Est. Cost $31.05 Unrealized +10.8%
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $277 Shares 11,037 Est. Cost $23.27 Unrealized
APACHE CORP 0.1%
Value ($000) $270 Shares 3,260 Est. Cost $83.82 Unrealized
NATIONAL OILWELL VARCO INC 0.1%
Value ($000) $268 Shares 3,437 Est. Cost $78.24 Unrealized
BHP BHP BILLITON LTD 0.1%
Value ($000) $267 Shares 3,936 Est. Cost $59.30 Unrealized
CHICAGO BRIDGE & IRON CO N V 0.1%
Value ($000) $265 Shares 3,045 Est. Cost $67.91 Unrealized
STARWOOD HOTELS&RESORTS WRLD 0.1%
Value ($000) $263 Shares 3,307 Est. Cost $63.28 Unrealized
POTASH CORP SASK INC 0.1%
Value ($000) $262 Shares 7,220 Est. Cost $33.25 Unrealized
E M C CORP MASS 0.1%
Value ($000) $252 Shares 9,202 Est. Cost $23.63 Unrealized
IWN ISHARES 0.1%
Value ($000) $251 Shares 2,485 Est. Cost $85.71 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $251 Shares 6,516 Est. Cost $28.85 Unrealized +6.5%
SCANA CORP NEW 0.1%
Value ($000) $250 Shares 4,870 Est. Cost $49.13 Unrealized
FMNB FARMERS NATL BANC CORP 0.1%
Value ($000) $250 Shares 32,512 Est. Cost $4.28 Unrealized +14.9%
BA BOEING CO 0.1%
Value ($000) $247 Shares 1,966 Est. Cost $80.37 Unrealized +39.0%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $245 Shares 3,741 Est. Cost $48.54 Unrealized +1.5%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $244 Shares 2,884 Est. Cost $38.68 Unrealized +35.1%
CANADIAN PAC RY LTD 0.1%
Value ($000) $244 Shares 1,624 Est. Cost $151.18 Unrealized
NFG NATIONAL FUEL GAS CO N J 0.1%
Value ($000) $243 Shares 3,467 Est. Cost $60.82 Unrealized +20.3%
NIELSEN HOLDINGS N V 0.1%
Value ($000) $241 Shares 5,409 Est. Cost $45.85 Unrealized
ALPS ETF TR 0.1%
Value ($000) $241 Shares 13,640 Est. Cost $17.82 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $241 Shares 1,478 Est. Cost $113.36 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $240 Shares 2,671 Est. Cost $69.86 Unrealized +8.1%
SU SUNCOR ENERGY INC NEW 0.1%
Value ($000) $237 Shares 6,790 Est. Cost $21.88 Unrealized +1.0%
RIO RIO TINTO PLC 0.1%
Value ($000) $236 Shares 4,227 Est. Cost $56.38 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $236 Shares 3,063 Est. Cost $40.44 Unrealized +23.2%
TJX TJX COS INC NEW 0.1%
Value ($000) $236 Shares 3,886 Est. Cost $22.66 Unrealized +13.7%
DIRECTV 0.1%
Value ($000) $236 Shares 3,091 Est. Cost $68.91 Unrealized
PSEC PROSPECT CAPITAL CORPORATION 0.1%
Value ($000) $235 Shares 21,720 Est. Cost $2.55 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD 0.1%
Value ($000) $233 Shares 6,076 Est. Cost $8.78 Unrealized +19.3%
HON HONEYWELL INTL INC 0.1%
Value ($000) $233 Shares 2,512 Est. Cost $64.71 Unrealized 0.0%
UIL HLDG CORP 0.1%
Value ($000) $230 Shares 6,260 Est. Cost $38.18 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $227 Shares 2,581 Est. Cost $62.70 Unrealized 0.0%
MIDDLEBURG FINANCIAL CORP 0.1%
Value ($000) $225 Shares 12,800 Est. Cost $19.06 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $223 Shares 1,360 Est. Cost $120.06 Unrealized +11.4%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $218 Shares 2,241 Est. Cost $64.17 Unrealized 0.0%
WEATHERFORD INTERNATIONAL LT 0.1%
Value ($000) $218 Shares 12,557 Est. Cost $14.11 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $217 Shares 6,161 Est. Cost $24.30 Unrealized +1.9%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $214 Shares 3,809 Est. Cost $44.33 Unrealized +0.5%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $213 Shares 21,333 Est. Cost $4.66 Unrealized +29.6%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $213 Shares 3,321 Est. Cost $47.42 Unrealized +13.1%
TWENTY FIRST CENTY FOX INC 0.1%
Value ($000) $212 Shares 6,621 Est. Cost $33.48 Unrealized
NKE NIKE INC 0.1%
Value ($000) $211 Shares 2,850 Est. Cost $32.55 Unrealized 0.0%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $210 Shares 1,756 Est. Cost $95.01 Unrealized +3.7%
EMR EMERSON ELEC CO 0.1%
Value ($000) $210 Shares 3,137 Est. Cost $47.79 Unrealized 0.0%
CHUBB CORP 0.1%
Value ($000) $208 Shares 2,327 Est. Cost $89.30 Unrealized
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $207 Shares 12,007 Est. Cost $11.32 Unrealized +17.1%
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $207 Shares 8,566 Est. Cost $17.44 Unrealized -1.7%
OXY OCCIDENTAL PETE CORP DEL 0.1%
Value ($000) $206 Shares 2,159 Est. Cost $59.24 Unrealized +5.5%
BGS B & G FOODS INC NEW 0.1%
Value ($000) $204 Shares 6,760 Est. Cost $12.47 Unrealized +5.3%
USB US BANCORP DEL 0.1%
Value ($000) $203 Shares 4,731 Est. Cost $27.34 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value ($000) $202 Shares 4,246 Est. Cost $35.79 Unrealized +3.6%
CODI COMPASS DIVERSIFIED HOLDINGS 0.1%
Value ($000) $198 Shares 10,450 Est. Cost $8.19 Unrealized 0.0%
FNB FNB CORP PA 0.1%
Value ($000) $198 Shares 14,775 Est. Cost $7.12 Unrealized +10.8%
F FORD MTR CO DEL 0.1%
Value ($000) $187 Shares 12,006 Est. Cost $7.61 Unrealized +10.1%
UNITED CMNTY FINL CORP OHIO 0.0%
Value ($000) $86 Shares 21,818 Est. Cost $4.53 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $34 Shares 10,503 Est. Cost $3.50 Unrealized