HBK Sorce Advisory LLC Diversified Active

CIK: 0001379995 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 12, 2015

Total Value ($000): $293,467 (100.0% shares, 0.0% debt)

Holdings (189)

SCHX SCHWAB STRATEGIC TR 17.4%
Value ($000) $51,075 Shares 1,030,356 Est. Cost $42.58 Unrealized
SCHA SCHWAB STRATEGIC TR 10.4%
Value ($000) $30,594 Shares 531,332 Est. Cost $44.74 Unrealized
SCHF SCHWAB STRATEGIC TR 9.6%
Value ($000) $28,184 Shares 932,330 Est. Cost $29.66 Unrealized
JPMORGAN CHASE & CO 5.3%
Value ($000) $15,425 Shares 360,399 Est. Cost $46.64 Unrealized
VTI VANGUARD INDEX FDS 3.5%
Value ($000) $10,296 Shares 95,998 Est. Cost $89.50 Unrealized
IWB ISHARES TR 2.8%
Value ($000) $8,349 Shares 72,065 Est. Cost $89.93 Unrealized
IWC ISHARES 2.4%
Value ($000) $6,935 Shares 87,691 Est. Cost $61.73 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 2.1%
Value ($000) $6,172 Shares 76,697 Est. Cost $69.12 Unrealized
UBS AG JERSEY BRH 1.8%
Value ($000) $5,290 Shares 139,436 Est. Cost $39.48 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $3,737 Shares 30,035 Est. Cost $18.71 Unrealized +43.5%
VEU VANGUARD INTL EQUITY INDEX F 1.2%
Value ($000) $3,428 Shares 70,345 Est. Cost $49.86 Unrealized
MO ALTRIA GROUP INC 1.0%
Value ($000) $3,047 Shares 60,916 Est. Cost $16.74 Unrealized +56.5%
KO COCA COLA CO 1.0%
Value ($000) $2,887 Shares 71,185 Est. Cost $27.84 Unrealized +6.4%
GENERAL ELECTRIC CO 1.0%
Value ($000) $2,868 Shares 115,595 Est. Cost $23.21 Unrealized
PM PHILIP MORRIS INTL INC 1.0%
Value ($000) $2,813 Shares 37,345 Est. Cost $49.71 Unrealized -5.3%
IWF ISHARES TR 0.9%
Value ($000) $2,626 Shares 26,546 Est. Cost $72.73 Unrealized
MUB ISHARES 0.9%
Value ($000) $2,576 Shares 23,288 Est. Cost $103.81 Unrealized
CENTERSTATE BANKS INC 0.9%
Value ($000) $2,554 Shares 214,459 Est. Cost $11.01 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $2,295 Shares 47,202 Est. Cost $26.87 Unrealized +2.8%
EBND SPDR SERIES TRUST 0.8%
Value ($000) $2,258 Shares 82,855 Est. Cost $27.94 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $2,166 Shares 21,532 Est. Cost $60.37 Unrealized +24.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $1,971 Shares 13,659 Est. Cost $112.42 Unrealized +30.9%
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $1,851 Shares 9,783 Est. Cost $181.97 Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $1,772 Shares 43,594 Est. Cost $27.14 Unrealized +37.2%
QCOM QUALCOMM INC 0.6%
Value ($000) $1,699 Shares 24,506 Est. Cost $46.06 Unrealized +12.2%
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $1,673 Shares 17,942 Est. Cost $48.50 Unrealized +32.5%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $1,647 Shares 20,097 Est. Cost $55.74 Unrealized +14.1%
EFA ISHARES TR 0.5%
Value ($000) $1,583 Shares 24,675 Est. Cost $57.71 Unrealized
JOHNSON CTLS INC 0.5%
Value ($000) $1,554 Shares 30,818 Est. Cost $36.63 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.5%
Value ($000) $1,542 Shares 38,722 Est. Cost $35.61 Unrealized
RYDEX ETF TRUST 0.5%
Value ($000) $1,498 Shares 18,485 Est. Cost $72.69 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,421 Shares 6,885 Est. Cost $177.60 Unrealized
HDV ISHARES TR 0.5%
Value ($000) $1,420 Shares 18,942 Est. Cost $68.32 Unrealized
SCHC SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,383 Shares 45,860 Est. Cost $29.16 Unrealized
ERIE ERIE INDTY CO 0.5%
Value ($000) $1,329 Shares 15,226 Est. Cost $57.68 Unrealized +19.8%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $1,306 Shares 36,196 Est. Cost $23.16 Unrealized +22.3%
INTC INTEL CORP 0.4%
Value ($000) $1,267 Shares 40,517 Est. Cost $17.90 Unrealized +45.3%
KRAFT FOODS GROUP INC 0.4%
Value ($000) $1,267 Shares 14,544 Est. Cost $56.66 Unrealized
T AT&T INC 0.4%
Value ($000) $1,265 Shares 38,731 Est. Cost $11.39 Unrealized +3.5%
WFC WELLS FARGO & CO NEW 0.4%
Value ($000) $1,240 Shares 22,799 Est. Cost $30.83 Unrealized +29.2%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $1,231 Shares 20,318 Est. Cost $37.76 Unrealized +17.3%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,224 Shares 7,624 Est. Cost $117.28 Unrealized -17.7%
DVY ISHARES TR 0.4%
Value ($000) $1,189 Shares 15,261 Est. Cost $62.54 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,181 Shares 28,886 Est. Cost $39.19 Unrealized
DU PONT E I DE NEMOURS & CO 0.4%
Value ($000) $1,173 Shares 16,418 Est. Cost $53.07 Unrealized
GOOGLE INC 0.4%
Value ($000) $1,156 Shares 2,094 Est. Cost $680.57 Unrealized
MMM 3M CO 0.4%
Value ($000) $1,068 Shares 6,474 Est. Cost $62.61 Unrealized +54.7%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,059 Shares 10,178 Est. Cost $14.90 Unrealized +33.4%
PEP PEPSICO INC 0.3%
Value ($000) $1,016 Shares 10,629 Est. Cost $56.13 Unrealized +24.2%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,004 Shares 9,573 Est. Cost $65.35 Unrealized +40.6%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $939 Shares 22,318 Est. Cost $22.51 Unrealized +6.0%
IWD ISHARES TR 0.3%
Value ($000) $926 Shares 8,982 Est. Cost $83.78 Unrealized
CELGENE CORP 0.3%
Value ($000) $905 Shares 7,847 Est. Cost $101.88 Unrealized
WMT WAL-MART STORES INC 0.3%
Value ($000) $888 Shares 10,792 Est. Cost $20.42 Unrealized +12.8%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $887 Shares 9,042 Est. Cost $50.67 Unrealized +39.2%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $877 Shares 8,359 Est. Cost $71.63 Unrealized -6.6%
PFE PFIZER INC 0.3%
Value ($000) $843 Shares 24,237 Est. Cost $16.79 Unrealized +19.7%
IVOO VANGUARD ADMIRAL FDS INC 0.3%
Value ($000) $841 Shares 8,207 Est. Cost $93.54 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $824 Shares 6,980 Est. Cost $94.73 Unrealized
POWERSHARES QQQ TRUST 0.3%
Value ($000) $814 Shares 7,707 Est. Cost $88.60 Unrealized
PPL PPL CORP 0.3%
Value ($000) $776 Shares 23,058 Est. Cost $17.81 Unrealized +10.8%
USCI UNITED STS COMMODITY INDEX F 0.3%
Value ($000) $767 Shares 17,071 Est. Cost $54.85 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $743 Shares 26,988 Est. Cost $16.42 Unrealized +22.4%
MCD MCDONALDS CORP 0.3%
Value ($000) $738 Shares 7,577 Est. Cost $71.54 Unrealized +0.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $702 Shares 2,533 Est. Cost $209.91 Unrealized
PPG PPG INDS INC 0.2%
Value ($000) $688 Shares 3,052 Est. Cost $61.14 Unrealized +54.4%
ALPS ETF TR 0.2%
Value ($000) $680 Shares 41,027 Est. Cost $18.33 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $668 Shares 6,471 Est. Cost $45.60 Unrealized +62.9%
ORCL ORACLE CORP 0.2%
Value ($000) $668 Shares 15,488 Est. Cost $28.02 Unrealized +31.5%
RWX SPDR INDEX SHS FDS 0.2%
Value ($000) $662 Shares 15,282 Est. Cost $39.92 Unrealized
ES EVERSOURCE ENERGY 0.2%
Value ($000) $660 Shares 13,074 Est. Cost $36.21 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $653 Shares 4,311 Est. Cost $90.15 Unrealized +34.1%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $651 Shares 5,558 Est. Cost $93.73 Unrealized
BARD C R INC 0.2%
Value ($000) $638 Shares 3,812 Est. Cost $108.58 Unrealized
BIIB BIOGEN INC 0.2%
Value ($000) $633 Shares 1,500 Est. Cost $250.82 Unrealized +57.1%
D DOMINION RES INC VA NEW 0.2%
Value ($000) $627 Shares 8,846 Est. Cost $36.50 Unrealized +27.7%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $615 Shares 7,375 Est. Cost $53.57 Unrealized +14.5%
META FACEBOOK INC 0.2%
Value ($000) $615 Shares 7,478 Est. Cost $76.87 Unrealized +1.2%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $610 Shares 5,692 Est. Cost $63.91 Unrealized +19.4%
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $602 Shares 11,099 Est. Cost $51.13 Unrealized
PAYX PAYCHEX INC 0.2%
Value ($000) $595 Shares 11,994 Est. Cost $27.04 Unrealized +29.2%
HD HOME DEPOT INC 0.2%
Value ($000) $592 Shares 5,212 Est. Cost $59.55 Unrealized +43.3%
MEDTRONIC INC 0.2%
Value ($000) $592 Shares 7,591 Est. Cost $61.04 Unrealized
FNB FNB CORP PA 0.2%
Value ($000) $584 Shares 44,437 Est. Cost $7.84 Unrealized +6.9%
COP CONOCOPHILLIPS 0.2%
Value ($000) $581 Shares 9,333 Est. Cost $42.13 Unrealized +8.2%
PFF ISHARES 0.2%
Value ($000) $578 Shares 14,413 Est. Cost $39.36 Unrealized
DHR DANAHER CORP DEL 0.2%
Value ($000) $574 Shares 6,764 Est. Cost $27.30 Unrealized +27.7%
V VISA INC 0.2%
Value ($000) $558 Shares 8,528 Est. Cost $57.86 Unrealized +5.9%
SLF SUN LIFE FINL INC 0.2%
Value ($000) $557 Shares 18,059 Est. Cost $28.45 Unrealized +12.2%
IWM ISHARES TR 0.2%
Value ($000) $545 Shares 4,383 Est. Cost $105.56 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $536 Shares 5,121 Est. Cost $83.06 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $533 Shares 3,076 Est. Cost $132.95 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $527 Shares 4,937 Est. Cost $99.95 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $524 Shares 11,829 Est. Cost $26.74 Unrealized +12.0%
POWERSHARES GLOBAL ETF TRUST 0.2%
Value ($000) $519 Shares 34,809 Est. Cost $14.32 Unrealized
IWO ISHARES TR 0.2%
Value ($000) $508 Shares 3,350 Est. Cost $113.78 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $484 Shares 6,657 Est. Cost $54.33 Unrealized +7.9%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $478 Shares 19,838 Est. Cost $24.62 Unrealized
HAS HASBRO INC 0.2%
Value ($000) $468 Shares 7,397 Est. Cost $39.67 Unrealized +3.8%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $460 Shares 7,127 Est. Cost $31.33 Unrealized +38.7%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $457 Shares 5,644 Est. Cost $48.09 Unrealized +13.5%
ABBV ABBVIE INC 0.2%
Value ($000) $453 Shares 7,732 Est. Cost $29.86 Unrealized +30.1%
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $439 Shares 7,806 Est. Cost $32.06 Unrealized +25.8%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $431 Shares 5,089 Est. Cost $76.25 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $430 Shares 8,123 Est. Cost $50.32 Unrealized
SDY SPDR SERIES TRUST 0.1%
Value ($000) $429 Shares 5,487 Est. Cost $66.31 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $428 Shares 4,571 Est. Cost $64.07 Unrealized +16.4%
MRK MERCK & CO INC NEW 0.1%
Value ($000) $424 Shares 7,382 Est. Cost $31.94 Unrealized +26.2%
CONSOLIDATED COMM HLDGS INC 0.1%
Value ($000) $422 Shares 20,710 Est. Cost $18.91 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $401 Shares 3,529 Est. Cost $159.84 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $401 Shares 7,314 Est. Cost $41.64 Unrealized -1.0%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $400 Shares 6,711 Est. Cost $65.82 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $395 Shares 2,979 Est. Cost $126.22 Unrealized
HEDJ WISDOMTREE TR 0.1%
Value ($000) $395 Shares 5,968 Est. Cost $66.19 Unrealized
EBAY EBAY INC 0.1%
Value ($000) $376 Shares 6,527 Est. Cost $20.52 Unrealized +3.4%
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $371 Shares 16,838 Est. Cost $22.93 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $369 Shares 15,166 Est. Cost $24.29 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $361 Shares 2,604 Est. Cost $85.61 Unrealized +22.4%
IVV ISHARES TR 0.1%
Value ($000) $344 Shares 1,654 Est. Cost $161.74 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $343 Shares 4,270 Est. Cost $42.99 Unrealized +17.4%
FMNB FARMERS NATL BANC CORP 0.1%
Value ($000) $342 Shares 41,818 Est. Cost $4.62 Unrealized +19.3%
AMGN AMGEN INC 0.1%
Value ($000) $339 Shares 2,118 Est. Cost $73.62 Unrealized +56.3%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $334 Shares 1,173 Est. Cost $62.02 Unrealized +35.7%
SBUX STARBUCKS CORP 0.1%
Value ($000) $333 Shares 3,519 Est. Cost $31.27 Unrealized +15.5%
CABELAS INC 0.1%
Value ($000) $324 Shares 5,782 Est. Cost $64.66 Unrealized
FNDF SCHWAB STRATEGIC TR 0.1%
Value ($000) $320 Shares 12,015 Est. Cost $25.76 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $313 Shares 8,286 Est. Cost $29.03 Unrealized +1.8%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $313 Shares 2,329 Est. Cost $117.50 Unrealized +6.1%
HANESBRANDS INC 0.1%
Value ($000) $311 Shares 9,280 Est. Cost $51.10 Unrealized
ATWOOD OCEANICS INC 0.1%
Value ($000) $307 Shares 10,935 Est. Cost $45.90 Unrealized
BA BOEING CO 0.1%
Value ($000) $305 Shares 2,032 Est. Cost $88.33 Unrealized +44.7%
HSY HERSHEY CO 0.1%
Value ($000) $294 Shares 2,918 Est. Cost $65.69 Unrealized +22.5%
UNP UNION PAC CORP 0.1%
Value ($000) $292 Shares 2,695 Est. Cost $69.64 Unrealized +31.9%
MA MASTERCARD INC 0.1%
Value ($000) $292 Shares 3,381 Est. Cost $76.31 Unrealized +6.5%
NUVEEN PERFORMANCE PLUS MUN 0.1%
Value ($000) $284 Shares 19,130 Est. Cost $13.96 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $279 Shares 4,938 Est. Cost $20.15 Unrealized +11.2%
VECTOR GROUP LTD 0.1%
Value ($000) $278 Shares 12,668 Est. Cost $21.31 Unrealized
BGS B & G FOODS INC NEW 0.1%
Value ($000) $278 Shares 9,430 Est. Cost $12.62 Unrealized +2.2%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $278 Shares 5,045 Est. Cost $41.93 Unrealized 0.0%
NWBI NORTHWEST BANCSHARES INC MD 0.1%
Value ($000) $278 Shares 23,469 Est. Cost $6.23 Unrealized +5.1%
CLX CLOROX CO DEL 0.1%
Value ($000) $272 Shares 2,460 Est. Cost $62.70 Unrealized +27.5%
IWN ISHARES TR 0.1%
Value ($000) $271 Shares 2,626 Est. Cost $86.75 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $269 Shares 2,676 Est. Cost $78.27 Unrealized 0.0%
SCANA CORP NEW 0.1%
Value ($000) $268 Shares 4,870 Est. Cost $49.45 Unrealized
ADBE ADOBE SYS INC 0.1%
Value ($000) $268 Shares 3,628 Est. Cost $70.76 Unrealized +5.4%
PSK SPDR SERIES TRUST 0.1%
Value ($000) $267 Shares 5,940 Est. Cost $43.47 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $267 Shares 3,807 Est. Cost $22.81 Unrealized +28.4%
TRN TRINITY INDS INC 0.1%
Value ($000) $266 Shares 7,489 Est. Cost $15.66 Unrealized 0.0%
HXL HEXCEL CORP NEW 0.1%
Value ($000) $265 Shares 5,161 Est. Cost $41.43 Unrealized +10.6%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $264 Shares 1,404 Est. Cost $126.08 Unrealized +18.8%
PSX PHILLIPS 66 0.1%
Value ($000) $264 Shares 3,364 Est. Cost $41.71 Unrealized +18.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $263 Shares 1,295 Est. Cost $114.03 Unrealized +29.0%
HAL HALLIBURTON CO 0.1%
Value ($000) $258 Shares 5,891 Est. Cost $36.72 Unrealized -7.9%
EMB ISHARES 0.1%
Value ($000) $254 Shares 2,262 Est. Cost $109.57 Unrealized
PII POLARIS INDS INC 0.1%
Value ($000) $253 Shares 1,793 Est. Cost $149.67 Unrealized -1.5%
ABT ABBOTT LABS 0.1%
Value ($000) $252 Shares 5,434 Est. Cost $29.52 Unrealized +26.8%
IJH ISHARES TR 0.1%
Value ($000) $251 Shares 1,649 Est. Cost $152.21 Unrealized
AON PLC 0.1%
Value ($000) $249 Shares 2,586 Est. Cost $83.84 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $242 Shares 2,124 Est. Cost $145.03 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $242 Shares 10,742 Est. Cost $19.78 Unrealized +5.9%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $240 Shares 5,966 Est. Cost $29.75 Unrealized -0.0%
NKE NIKE INC 0.1%
Value ($000) $240 Shares 2,397 Est. Cost $34.38 Unrealized +21.2%
APACHE CORP 0.1%
Value ($000) $239 Shares 3,966 Est. Cost $60.26 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $235 Shares 1,919 Est. Cost $122.46 Unrealized
MIDDLEBURG FINANCIAL CORP 0.1%
Value ($000) $234 Shares 12,800 Est. Cost $19.06 Unrealized
TXT TEXTRON INC 0.1%
Value ($000) $231 Shares 5,220 Est. Cost $42.81 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $230 Shares 2,377 Est. Cost $65.04 Unrealized +6.7%
HON HONEYWELL INTL INC 0.1%
Value ($000) $226 Shares 2,169 Est. Cost $72.99 Unrealized 0.0%
MTB M & T BK CORP 0.1%
Value ($000) $225 Shares 1,770 Est. Cost $89.75 Unrealized -0.5%
AME AMETEK INC NEW 0.1%
Value ($000) $224 Shares 4,272 Est. Cost $39.19 Unrealized +21.3%
IJK ISHARES TR 0.1%
Value ($000) $224 Shares 1,307 Est. Cost $159.91 Unrealized
NORDSTROM INC 0.1%
Value ($000) $223 Shares 2,774 Est. Cost $68.48 Unrealized
CENTURYLINK INC 0.1%
Value ($000) $223 Shares 6,451 Est. Cost $36.13 Unrealized
HCA HCA HOLDINGS INC 0.1%
Value ($000) $214 Shares 2,843 Est. Cost $66.76 Unrealized 0.0%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $209 Shares 1,760 Est. Cost $102.00 Unrealized -0.7%
CBS CORP NEW 0.1%
Value ($000) $207 Shares 3,412 Est. Cost $60.67 Unrealized
IP INTL PAPER CO 0.1%
Value ($000) $207 Shares 3,724 Est. Cost $32.75 Unrealized 0.0%
EXC EXELON CORP 0.1%
Value ($000) $206 Shares 6,129 Est. Cost $16.83 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $204 Shares 1,270 Est. Cost $133.81 Unrealized 0.0%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $202 Shares 3,028 Est. Cost $44.59 Unrealized +25.2%
USB US BANCORP DEL 0.1%
Value ($000) $201 Shares 4,597 Est. Cost $29.79 Unrealized 0.0%
BAC BANK AMER CORP 0.1%
Value ($000) $194 Shares 12,610 Est. Cost $11.53 Unrealized +10.6%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $183 Shares 16,596 Est. Cost $5.07 Unrealized +35.4%
DWSN DAWSON GEOPHYSICAL CO NEW 0.1%
Value ($000) $168 Shares 39,280 Est. Cost $4.61 Unrealized 0.0%
F FORD MTR CO DEL 0.1%
Value ($000) $164 Shares 10,190 Est. Cost $7.62 Unrealized +15.9%
UNITED CMNTY FINL CORP OHIO 0.1%
Value ($000) $158 Shares 28,978 Est. Cost $4.66 Unrealized
PENGROWTH ENERGY CORP 0.0%
Value ($000) $34 Shares 11,228 Est. Cost $7.18 Unrealized
CREDIT SUISSE NASSAU BRH 0.0%
Value ($000) $30 Shares 13,725 Est. Cost $2.19 Unrealized
PENN WEST PETE LTD NEW 0.0%
Value ($000) $27 Shares 16,182 Est. Cost $9.76 Unrealized