Hanson & Doremus Investment Management Diversified Active

CIK: 0001393944 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 15, 2017

Total Value ($000): $231,551,129 (100.0% shares, 0.0% debt)

Holdings (458)

SCHB Schwab U.S. Broad Mkt ETF 7.4%
Value ($000) $17,241,952 Shares 318,235 Est. Cost $15553.50 Unrealized
BND Vanguard Total Bond Mkt ETF 3.9%
Value ($000) $8,929,652 Shares 110,529 Est. Cost $5559.40 Unrealized
SCHF Schwab Int'l Equity ETF 3.0%
Value ($000) $6,899,420 Shares 249,257 Est. Cost $6081.17 Unrealized
General Electric Co. 2.4%
Value ($000) $5,666,605 Shares 179,323 Est. Cost $23.31 Unrealized
SCHW The Charles Schwab Corp. 2.2%
Value ($000) $5,093,655 Shares 129,051 Est. Cost $16.29 Unrealized +95.1%
VZ Verizon Communications Inc. 2.2%
Value ($000) $5,074,036 Shares 95,055 Est. Cost $26.84 Unrealized +15.5%
DGS WisdomTree Emerg Mk SmCap ETF 2.1%
Value ($000) $4,785,378 Shares 122,357 Est. Cost $8129.61 Unrealized
Peoples United Finl Inc 2.0%
Value ($000) $4,634,397 Shares 239,380 Est. Cost $14.91 Unrealized
GLW Corning 2.0%
Value ($000) $4,576,254 Shares 188,556 Est. Cost $10.73 Unrealized +73.7%
PFE Pfizer Inc. 1.8%
Value ($000) $4,262,578 Shares 131,237 Est. Cost $16.74 Unrealized +22.5%
MSFT Microsoft 1.8%
Value ($000) $4,260,629 Shares 68,565 Est. Cost $26.92 Unrealized +100.3%
IBM IBM Corp. 1.7%
Value ($000) $3,933,180 Shares 23,695 Est. Cost $107.31 Unrealized -4.0%
Seagate Technology PLC 1.5%
Value ($000) $3,588,858 Shares 94,023 Est. Cost $44.29 Unrealized
VTI Vanguard Total Stk Mkt ETF 1.4%
Value ($000) $3,166,610 Shares 27,459 Est. Cost $83.85 Unrealized
TSM Taiwan Semiconductor ADR 1.2%
Value ($000) $2,868,761 Shares 99,783 Est. Cost $18.37 Unrealized
VYX NCR Corporation 1.2%
Value ($000) $2,833,684 Shares 69,864 Est. Cost $18.53 Unrealized +21.1%
BSV Vanguard Short Term Bd Idx ETF 1.2%
Value ($000) $2,729,693 Shares 34,357 Est. Cost $80.37 Unrealized
CSCO Cisco Systems, Inc. 1.2%
Value ($000) $2,697,509 Shares 89,262 Est. Cost $15.30 Unrealized +50.7%
BA Boeing Co. 1.1%
Value ($000) $2,535,482 Shares 16,286 Est. Cost $113.78 Unrealized +18.6%
T AT&T Inc. 1.1%
Value ($000) $2,529,769 Shares 59,482 Est. Cost $12.27 Unrealized +26.0%
VTR Ventas REIT Inc 1.1%
Value ($000) $2,473,354 Shares 39,561 Est. Cost $43.06 Unrealized -1.1%
KO Coca-Cola Co 1.1%
Value ($000) $2,470,098 Shares 59,578 Est. Cost $27.81 Unrealized +12.2%
VLO Valero Energy 1.0%
Value ($000) $2,329,780 Shares 34,101 Est. Cost $24.35 Unrealized +75.7%
COST Costco 1.0%
Value ($000) $2,294,376 Shares 14,330 Est. Cost $87.95 Unrealized +47.6%
DUK Duke Energy Corp. 1.0%
Value ($000) $2,273,567 Shares 29,291 Est. Cost $47.30 Unrealized +11.3%
VOD Vodafone Group ADR 1.0%
Value ($000) $2,233,562 Shares 91,427 Est. Cost $1441.10 Unrealized
XOM Exxon Mobil Corporation 0.9%
Value ($000) $2,181,578 Shares 24,170 Est. Cost $53.91 Unrealized +7.9%
Royal Dutch Shell ADR 0.9%
Value ($000) $2,150,947 Shares 39,554 Est. Cost $63.71 Unrealized
Parexel International Corp. 0.9%
Value ($000) $2,136,294 Shares 32,506 Est. Cost $46.12 Unrealized
BMY Bristol Myers 0.8%
Value ($000) $1,885,683 Shares 32,267 Est. Cost $29.24 Unrealized +35.2%
Verifone Systems Inc 0.8%
Value ($000) $1,840,090 Shares 103,784 Est. Cost $739.84 Unrealized
WY Weyerhaeuser Company 0.8%
Value ($000) $1,788,760 Shares 59,447 Est. Cost $18.72 Unrealized +15.8%
JPM JP Morgan Chase & Co 0.8%
Value ($000) $1,771,706 Shares 20,532 Est. Cost $36.81 Unrealized +62.7%
Time Warner 0.7%
Value ($000) $1,725,474 Shares 17,875 Est. Cost $72.53 Unrealized
WU Western Union Co 0.7%
Value ($000) $1,644,465 Shares 75,712 Est. Cost $17.08 Unrealized
VEA Vanguard FTSE Develop. Mkts ET 0.7%
Value ($000) $1,643,598 Shares 44,981 Est. Cost $2396.58 Unrealized
MRK Merck 0.7%
Value ($000) $1,623,761 Shares 27,582 Est. Cost $38.43 Unrealized +14.7%
EMR Emerson Electric Co. 0.7%
Value ($000) $1,597,765 Shares 28,659 Est. Cost $40.28 Unrealized +6.4%
Xerox Corp. 0.7%
Value ($000) $1,589,192 Shares 182,038 Est. Cost $9.16 Unrealized
GOOG Alphabet, Inc Cl C 0.7%
Value ($000) $1,574,513 Shares 2,040 Est. Cost $35.55 Unrealized +8.8%
AMKR Amkor Technology Inc 0.7%
Value ($000) $1,548,508 Shares 146,778 Est. Cost $6.03 Unrealized +64.5%
EWBC East West Bancorp 0.7%
Value ($000) $1,533,643 Shares 30,172 Est. Cost $21.20 Unrealized +69.8%
WHR Whirlpool 0.6%
Value ($000) $1,447,071 Shares 7,961 Est. Cost $145.89 Unrealized +13.5%
JNJ Johnson & Johnson 0.6%
Value ($000) $1,443,351 Shares 12,528 Est. Cost $59.93 Unrealized +49.7%
TEVA Teva Pharma Ind ADR 0.6%
Value ($000) $1,427,271 Shares 39,373 Est. Cost $6979.16 Unrealized
SLB Schlumberger Limited 0.6%
Value ($000) $1,400,622 Shares 16,684 Est. Cost $59.06 Unrealized +6.7%
PG Procter & Gamble 0.6%
Value ($000) $1,391,860 Shares 16,554 Est. Cost $56.59 Unrealized +18.0%
CAT Caterpillar 0.6%
Value ($000) $1,380,528 Shares 14,886 Est. Cost $55.56 Unrealized +32.7%
CHE Chemed Corp. 0.6%
Value ($000) $1,304,935 Shares 8,135 Est. Cost $68.88 Unrealized +106.4%
OKE Oneok Inc New 0.6%
Value ($000) $1,299,188 Shares 22,630 Est. Cost $20.08 Unrealized +49.7%
VTIP Vanguard Sh-Tm Inflat- Prot ET 0.6%
Value ($000) $1,296,630 Shares 26,376 Est. Cost $6165.63 Unrealized
AAPL Apple Inc. 0.5%
Value ($000) $1,266,492 Shares 10,935 Est. Cost $20.49 Unrealized +27.3%
WWW Wolverine World Wide Inc. 0.5%
Value ($000) $1,258,020 Shares 57,313 Est. Cost $15.94 Unrealized +19.4%
SONY Sony Corp. ADR 0.5%
Value ($000) $1,199,880 Shares 42,807 Est. Cost $20.97 Unrealized
TEX Terex Corp 0.5%
Value ($000) $1,197,509 Shares 37,980 Est. Cost $29.30 Unrealized -5.3%
VEU Vanguard FTSE All World ex US 0.5%
Value ($000) $1,190,755 Shares 26,952 Est. Cost $40697.61 Unrealized
Vectren Corp. 0.5%
Value ($000) $1,189,698 Shares 22,813 Est. Cost $34.07 Unrealized
CenturyLink Inc 0.5%
Value ($000) $1,177,134 Shares 49,501 Est. Cost $5985.37 Unrealized
VWO Vanguard FTSE Emerg Mkts ETF 0.5%
Value ($000) $1,161,218 Shares 32,454 Est. Cost $38.98 Unrealized
Tata Motors Ltd ADR 0.5%
Value ($000) $1,141,404 Shares 33,190 Est. Cost $25.28 Unrealized
QRVO Qorvo Inc 0.5%
Value ($000) $1,121,356 Shares 21,266 Est. Cost $71.21 Unrealized -23.6%
MDT Medtronic Inc. 0.5%
Value ($000) $1,119,949 Shares 15,723 Est. Cost $58.80 Unrealized +6.0%
TWI Titan International Inc 0.5%
Value ($000) $1,101,764 Shares 98,284 Est. Cost $14.67 Unrealized -26.3%
CBU Community Bank System 0.4%
Value ($000) $1,000,689 Shares 16,195 Est. Cost $19.81 Unrealized +108.3%
Glaxo Smithkline ADR 0.4%
Value ($000) $986,280 Shares 25,611 Est. Cost $48.08 Unrealized
ASTE Astec Industries 0.4%
Value ($000) $980,868 Shares 14,540 Est. Cost $29.84 Unrealized +89.6%
BIDU Baidu Inc ADR 0.4%
Value ($000) $965,087 Shares 5,870 Est. Cost $124.53 Unrealized
GDX Vaneck Vectors Gold Miners ETF 0.4%
Value ($000) $964,948 Shares 46,126 Est. Cost $7453.68 Unrealized
TRV The Travelers Companies Inc. 0.4%
Value ($000) $948,143 Shares 7,745 Est. Cost $63.44 Unrealized +47.3%
TIP iShares TIPS Bond ETF 0.4%
Value ($000) $938,162 Shares 8,290 Est. Cost $8813.28 Unrealized
DVN Devon Energy Corp 0.4%
Value ($000) $932,673 Shares 20,422 Est. Cost $37.47 Unrealized -16.9%
SYF Synchrony Financial 0.4%
Value ($000) $929,103 Shares 25,616 Est. Cost $22.79 Unrealized +12.7%
KHC Kraft Heinz Company 0.4%
Value ($000) $922,361 Shares 10,563 Est. Cost $47.82 Unrealized +18.1%
COP Conoco Phillips 0.4%
Value ($000) $920,871 Shares 18,366 Est. Cost $40.13 Unrealized -13.4%
SKYW Skywest Inc 0.4%
Value ($000) $919,998 Shares 25,240 Est. Cost $11.11 Unrealized +201.4%
MCK McKesson Corp. 0.4%
Value ($000) $882,869 Shares 6,286 Est. Cost $144.75 Unrealized -5.5%
AZN AstraZeneca plc ADR 0.4%
Value ($000) $867,328 Shares 31,747 Est. Cost $41.62 Unrealized
Staples Inc. 0.4%
Value ($000) $865,651 Shares 95,652 Est. Cost $13.50 Unrealized
IBB iShares NASDAQ Biotech ETF 0.4%
Value ($000) $854,789 Shares 3,221 Est. Cost $16990.10 Unrealized
Potash Corp Sask Inc 0.4%
Value ($000) $842,071 Shares 46,549 Est. Cost $33.00 Unrealized
Thomson Reuters Corp 0.3%
Value ($000) $805,333 Shares 18,395 Est. Cost $40.28 Unrealized
FLEX Flex Ltd. 0.3%
Value ($000) $805,223 Shares 56,035 Est. Cost $5.81 Unrealized +83.8%
AGCO Agco Corp. 0.3%
Value ($000) $798,179 Shares 13,795 Est. Cost $40.26 Unrealized +8.5%
CVX Chevron Corp. 0.3%
Value ($000) $773,407 Shares 6,571 Est. Cost $70.86 Unrealized +4.2%
MDLZ Mondelez Int'l Inc. 0.3%
Value ($000) $772,716 Shares 17,431 Est. Cost $23.25 Unrealized +49.4%
PSX Phillips 66 SHS 0.3%
Value ($000) $759,198 Shares 8,786 Est. Cost $40.66 Unrealized +44.3%
ELME Wash Real Est Inv Tr MD REIT 0.3%
Value ($000) $748,339 Shares 22,892 Est. Cost $26.89 Unrealized
LNT Alliant Energy Corp 0.3%
Value ($000) $735,407 Shares 19,409 Est. Cost $24.44 Unrealized +13.5%
RDY Dr Reddys Labs ADR 0.3%
Value ($000) $729,778 Shares 16,117 Est. Cost $37.82 Unrealized
UNM Unum Provident Corp. 0.3%
Value ($000) $722,736 Shares 16,452 Est. Cost $27.85 Unrealized +43.7%
Plantronics Inc. 0.3%
Value ($000) $719,327 Shares 13,136 Est. Cost $43.86 Unrealized
MLCO Melco Crown Entertainment ADR 0.3%
Value ($000) $718,124 Shares 45,165 Est. Cost $18.26 Unrealized
BAX Baxter International 0.3%
Value ($000) $703,410 Shares 15,864 Est. Cost $30.62 Unrealized +29.8%
C Citigroup 0.3%
Value ($000) $613,258 Shares 10,319 Est. Cost $35.77 Unrealized +13.6%
EMBJ Embraer S.A. 0.3%
Value ($000) $609,551 Shares 31,665 Est. Cost $11478.55 Unrealized
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $589,449 Shares 2,637 Est. Cost $15692.87 Unrealized
DAKT Daktronics Inc 0.3%
Value ($000) $579,031 Shares 54,115 Est. Cost $7.50 Unrealized +14.1%
ITGR Integer Holdings Corp 0.2%
Value ($000) $572,184 Shares 19,429 Est. Cost $32.72 Unrealized -23.1%
ACCO Acco Brands Corp 0.2%
Value ($000) $572,177 Shares 43,845 Est. Cost $4.59 Unrealized +77.8%
National Oilwell Varco 0.2%
Value ($000) $532,210 Shares 14,215 Est. Cost $2692.50 Unrealized
TD Toronto-Dominion Bank 0.2%
Value ($000) $530,898 Shares 10,760 Est. Cost $41.67 Unrealized +12.2%
PEP Pepsico, Inc. 0.2%
Value ($000) $529,742 Shares 5,063 Est. Cost $59.46 Unrealized +33.5%
BRK/B Berkshire Hathaway Cl B 0.2%
Value ($000) $519,906 Shares 3,190 Est. Cost $115.27 Unrealized +33.6%
MKSI M K S Instruments Inc. 0.2%
Value ($000) $514,701 Shares 8,665 Est. Cost $24.06 Unrealized +108.3%
DLR Digital Realty Trust REIT 0.2%
Value ($000) $513,900 Shares 5,230 Est. Cost $33.17 Unrealized +103.9%
Barnes & Noble, Inc. 0.2%
Value ($000) $511,674 Shares 45,890 Est. Cost $14.85 Unrealized
CME CME Group Inc. 0.2%
Value ($000) $511,577 Shares 4,435 Est. Cost $61.61 Unrealized +27.6%
National Grid Plc ADR 0.2%
Value ($000) $507,179 Shares 8,695 Est. Cost $56.75 Unrealized
CAJPY Canon Inc ADR 0.2%
Value ($000) $505,957 Shares 17,980 Est. Cost $32.09 Unrealized
Monsanto Co. 0.2%
Value ($000) $501,957 Shares 4,771 Est. Cost $2309.12 Unrealized
Merchants Bancshares 0.2%
Value ($000) $499,832 Shares 9,222 Est. Cost $29.52 Unrealized
HUM Humana 0.2%
Value ($000) $485,183 Shares 2,378 Est. Cost $71.14 Unrealized +148.5%
Atlas Air Worldwide Hldg 0.2%
Value ($000) $458,920 Shares 8,800 Est. Cost $35.80 Unrealized
SON Sonoco Products 0.2%
Value ($000) $440,677 Shares 8,362 Est. Cost $22.97 Unrealized +67.0%
INTC Intel Corp. 0.2%
Value ($000) $424,214 Shares 11,696 Est. Cost $17.89 Unrealized +62.9%
China Automotive Systems Inc 0.2%
Value ($000) $419,768 Shares 78,315 Est. Cost $3.56 Unrealized
Dow Chemical 0.2%
Value ($000) $396,992 Shares 6,938 Est. Cost $33.04 Unrealized
BCE BCE Inc. 0.2%
Value ($000) $393,311 Shares 9,096 Est. Cost $22.32 Unrealized +14.0%
WLY John Wiley & Son Cl A 0.2%
Value ($000) $380,955 Shares 6,990 Est. Cost $27.46 Unrealized +46.4%
Global Sources Limited 0.2%
Value ($000) $379,789 Shares 42,914 Est. Cost $7.05 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $378,761 Shares 9,861 Est. Cost $29.01 Unrealized +16.0%
HMC Honda Motor Co. ADR 0.2%
Value ($000) $366,480 Shares 12,555 Est. Cost $346.18 Unrealized
ABBV AbbVie Inc. 0.2%
Value ($000) $354,554 Shares 5,662 Est. Cost $26.55 Unrealized +57.4%
EQR Equity Residential Prop. REIT 0.2%
Value ($000) $354,237 Shares 5,504 Est. Cost $31.42 Unrealized +40.2%
BWA Borg Warner Inc 0.2%
Value ($000) $347,861 Shares 8,820 Est. Cost $26.82 Unrealized +4.5%
EWT iShares MSCI Taiwan Index ETF 0.1%
Value ($000) $334,965 Shares 11,405 Est. Cost $29370.01 Unrealized
MMM 3M Company 0.1%
Value ($000) $323,569 Shares 1,812 Est. Cost $73.58 Unrealized +44.3%
OII Oceaneering Int'l Inc 0.1%
Value ($000) $318,491 Shares 11,290 Est. Cost $27.34 Unrealized -1.5%
LLY Eli Lilly & Co. 0.1%
Value ($000) $316,118 Shares 4,298 Est. Cost $44.97 Unrealized +42.8%
PPG P P G Industries Inc. 0.1%
Value ($000) $315,646 Shares 3,331 Est. Cost $78.48 Unrealized +2.8%
D Dominion Resources 0.1%
Value ($000) $313,177 Shares 4,089 Est. Cost $36.21 Unrealized +36.5%
GLD SPDR Gold Trust ETF 0.1%
Value ($000) $308,114 Shares 2,811 Est. Cost $116.04 Unrealized
DE Deere & Company 0.1%
Value ($000) $305,823 Shares 2,968 Est. Cost $68.04 Unrealized +19.7%
IMO Imperial Oil Ltd 0.1%
Value ($000) $299,457 Shares 8,615 Est. Cost $30.07 Unrealized -10.6%
TransCanada Corp. 0.1%
Value ($000) $299,345 Shares 6,630 Est. Cost $43.09 Unrealized
Shire Plc ADR 0.1%
Value ($000) $291,861 Shares 1,713 Est. Cost $183.89 Unrealized
IVV iShares S&P 500 Index ETF 0.1%
Value ($000) $281,013 Shares 1,249 Est. Cost $196.74 Unrealized
ADM Archer-Daniels-Midland Inc. 0.1%
Value ($000) $280,868 Shares 6,153 Est. Cost $23.89 Unrealized +41.3%
HOPE Hope Bancorp Inc 0.1%
Value ($000) $279,973 Shares 12,790 Est. Cost $16.20 Unrealized +16.7%
CNP Centerpoint Energy Inc 0.1%
Value ($000) $272,518 Shares 11,060 Est. Cost $15.13 Unrealized +15.9%
CHTR Charter Communications Inc 0.1%
Value ($000) $270,645 Shares 940 Est. Cost $252.61 Unrealized +6.6%
PEG Public Sv Enterprise 0.1%
Value ($000) $269,204 Shares 6,135 Est. Cost $24.00 Unrealized +26.9%
BPOP Popular Inc 0.1%
Value ($000) $262,263 Shares 5,985 Est. Cost $25.09 Unrealized +24.7%
NVRI Harsco 0.1%
Value ($000) $261,460 Shares 19,225 Est. Cost $22.33 Unrealized -46.3%
FDX Fedex Corporation 0.1%
Value ($000) $260,121 Shares 1,397 Est. Cost $81.95 Unrealized +93.2%
DIS Walt Disney Hldg 0.1%
Value ($000) $246,480 Shares 2,365 Est. Cost $67.50 Unrealized +34.4%
UNP Union Pacific 0.1%
Value ($000) $243,233 Shares 2,346 Est. Cost $69.64 Unrealized +15.3%
SO Southern Company 0.1%
Value ($000) $236,107 Shares 4,800 Est. Cost $28.33 Unrealized +18.4%
Barnes & Noble Education 0.1%
Value ($000) $235,468 Shares 20,529 Est. Cost $12.70 Unrealized
GS Goldman Sachs Group Inc 0.1%
Value ($000) $234,900 Shares 981 Est. Cost $120.06 Unrealized +39.7%
PNC PNC Financial Services Group I 0.1%
Value ($000) $231,581 Shares 1,980 Est. Cost $55.66 Unrealized +38.6%
TDC Teradata Corp 0.1%
Value ($000) $220,294 Shares 8,108 Est. Cost $52.60 Unrealized -46.4%
Tupperware Corporation 0.1%
Value ($000) $218,741 Shares 4,157 Est. Cost $56.80 Unrealized
HAL Halliburton Company 0.1%
Value ($000) $216,847 Shares 4,009 Est. Cost $33.56 Unrealized +24.3%
EFA iShares MSCI EAFE ETF 0.1%
Value ($000) $213,081 Shares 3,691 Est. Cost $58.10 Unrealized
ED Consolidated Edison Inc. 0.1%
Value ($000) $211,167 Shares 2,866 Est. Cost $44.42 Unrealized +17.2%
NEE Nextera Energy 0.1%
Value ($000) $203,918 Shares 1,707 Est. Cost $19.44 Unrealized +22.0%
Apache Corporation 0.1%
Value ($000) $199,296 Shares 3,140 Est. Cost $71.52 Unrealized
MCD McDonald's Corp 0.1%
Value ($000) $197,308 Shares 1,621 Est. Cost $72.04 Unrealized +30.9%
ACNB ACNB Corporation 0.1%
Value ($000) $194,656 Shares 6,229 Est. Cost $14.38 Unrealized +51.9%
RIG Transocean Sedco Fore 0.1%
Value ($000) $194,421 Shares 13,190 Est. Cost $18.01 Unrealized -34.2%
AXP American Express Company 0.1%
Value ($000) $191,793 Shares 2,589 Est. Cost $59.62 Unrealized +2.3%
NOC Northrop Grumman Corp 0.1%
Value ($000) $191,646 Shares 824 Est. Cost $62.64 Unrealized +220.4%
IJR iShares S&P Sm Cap Idx 600 ETF 0.1%
Value ($000) $190,465 Shares 1,385 Est. Cost $111.51 Unrealized
PNR Pentair PLC 0.1%
Value ($000) $189,797 Shares 3,385 Est. Cost $35.41 Unrealized -4.6%
E I DuPont 0.1%
Value ($000) $181,225 Shares 2,469 Est. Cost $54.63 Unrealized
America Movil L ADR 0.1%
Value ($000) $177,941 Shares 14,156 Est. Cost $21.78 Unrealized
GOOGL Alphabet, Inc. Cl A 0.1%
Value ($000) $176,716 Shares 223 Est. Cost $36.54 Unrealized +8.6%
WEC WEC Energy Group 0.1%
Value ($000) $175,950 Shares 3,000 Est. Cost $40.72 Unrealized +5.0%
AMGN Amgen Incorporated 0.1%
Value ($000) $174,136 Shares 1,191 Est. Cost $85.08 Unrealized +34.4%
United Technologies Corp. 0.1%
Value ($000) $166,294 Shares 1,517 Est. Cost $95.29 Unrealized
IYF iShares DJ US Financial ETF 0.1%
Value ($000) $164,568 Shares 1,622 Est. Cost $101459.93 Unrealized
XLE SPDR Energy Select Sector ETF 0.1%
Value ($000) $160,432 Shares 2,130 Est. Cost $75320.19 Unrealized
UDR UDR Inc 0.1%
Value ($000) $160,001 Shares 4,386 Est. Cost $15.84 Unrealized +56.3%
IYJ iShares US Industrials ETF 0.1%
Value ($000) $157,712 Shares 1,308 Est. Cost $120574.92 Unrealized
IEI iShares Barclays 3-7 Treasury 0.1%
Value ($000) $157,548 Shares 1,286 Est. Cost $120.69 Unrealized
SAN Banco Santander SA ADR 0.1%
Value ($000) $153,499 Shares 29,633 Est. Cost $8.11 Unrealized
Guess Inc 0.1%
Value ($000) $152,037 Shares 12,565 Est. Cost $25.75 Unrealized
Westpac Banking ADR 0.1%
Value ($000) $149,685 Shares 6,375 Est. Cost $50.80 Unrealized
XLY SPDR Consumer Disc Select ETF 0.1%
Value ($000) $149,532 Shares 1,837 Est. Cost $81400.11 Unrealized
CBRE CBRE Group Inc. 0.1%
Value ($000) $148,948 Shares 4,730 Est. Cost $37.57 Unrealized -23.0%
BIIB Biogen Idec Inc 0.1%
Value ($000) $148,880 Shares 525 Est. Cost $213.68 Unrealized +38.7%
XLU SPDR Utility Select Sec ETF 0.1%
Value ($000) $147,507 Shares 3,037 Est. Cost $48569.97 Unrealized
IYW iShares Tr DJ U S Tech Sector 0.1%
Value ($000) $147,306 Shares 1,225 Est. Cost $120249.80 Unrealized
IYH iShares Dow J. Healthcare ETF 0.1%
Value ($000) $147,013 Shares 1,020 Est. Cost $144130.39 Unrealized
Quality Systems Inc 0.1%
Value ($000) $145,571 Shares 11,070 Est. Cost $14.92 Unrealized
TELFY Telefonica ADR 0.1%
Value ($000) $143,149 Shares 15,560 Est. Cost $13.77 Unrealized
WTS Watts Industries, Inc. 0.1%
Value ($000) $140,180 Shares 2,150 Est. Cost $46.26 Unrealized +41.5%
GVI Ishares Tr Lehman Bd ETF 0.1%
Value ($000) $137,203 Shares 1,249 Est. Cost $109850.28 Unrealized
MDY SPDR S&P Mid Cap 400 ETF 0.1%
Value ($000) $135,779 Shares 450 Est. Cost $238.38 Unrealized
XEL Xcel Energy Inc. 0.1%
Value ($000) $133,984 Shares 3,292 Est. Cost $19.64 Unrealized +53.4%
SDY SPDR S&P Dividend ETF 0.1%
Value ($000) $130,907 Shares 1,530 Est. Cost $66.01 Unrealized
KMB Kimberly-Clark Corp. 0.1%
Value ($000) $130,667 Shares 1,145 Est. Cost $77.39 Unrealized +9.2%
WMT Wal-Mart Stores 0.1%
Value ($000) $129,393 Shares 1,872 Est. Cost $19.98 Unrealized -0.4%
DVY iShares Select Dividend Idx ET 0.1%
Value ($000) $129,312 Shares 1,460 Est. Cost $82.71 Unrealized
PHG Kon Philips Electric NV 0.1%
Value ($000) $129,097 Shares 4,223 Est. Cost $27.12 Unrealized
VTV Vanguard Value Index ETF 0.1%
Value ($000) $126,308 Shares 1,358 Est. Cost $85551.45 Unrealized
VNQ Vanguard REIT ETF 0.1%
Value ($000) $125,750 Shares 1,524 Est. Cost $75.59 Unrealized
KSS Kohls Corp. 0.1%
Value ($000) $124,191 Shares 2,515 Est. Cost $51.75 Unrealized -4.4%
Calgon Carbon Corp. 0.1%
Value ($000) $121,295 Shares 7,135 Est. Cost $16.62 Unrealized
Diebold 0.1%
Value ($000) $120,016 Shares 4,772 Est. Cost $33.67 Unrealized
GIS General Mills, Inc. 0.0%
Value ($000) $115,263 Shares 1,866 Est. Cost $36.43 Unrealized +23.2%
JBLU JetBlue Airways Corp. 0.0%
Value ($000) $114,118 Shares 5,090 Est. Cost $6.54 Unrealized +201.9%
Steris Corp. 0.0%
Value ($000) $112,541 Shares 1,670 Est. Cost $44.85 Unrealized
APD Air Products & Chemicals Inc. 0.0%
Value ($000) $112,323 Shares 781 Est. Cost $61.84 Unrealized +80.5%
NSC Norfolk Southern 0.0%
Value ($000) $111,636 Shares 1,033 Est. Cost $69.45 Unrealized +20.9%
ROK Rockwell Automation 0.0%
Value ($000) $110,746 Shares 824 Est. Cost $86.08 Unrealized +25.2%
BDX Becton Dickinson & Co 0.0%
Value ($000) $109,263 Shares 660 Est. Cost $78.11 Unrealized +85.2%
MBB iShares MBS ETF 0.0%
Value ($000) $109,211 Shares 1,027 Est. Cost $106339.83 Unrealized
Cigna Corp 0.0%
Value ($000) $108,980 Shares 817 Est. Cost $72.22 Unrealized
ALL Allstate 0.0%
Value ($000) $105,695 Shares 1,426 Est. Cost $41.25 Unrealized +39.3%
EXPD Expeditors Int'l of Washington 0.0%
Value ($000) $105,126 Shares 1,985 Est. Cost $33.55 Unrealized +38.8%
Chicago Bridge & Iron 0.0%
Value ($000) $103,981 Shares 3,275 Est. Cost $31749.92 Unrealized
U S X-US Steel Group 0.0%
Value ($000) $103,321 Shares 3,130 Est. Cost $19.06 Unrealized
SK Telecom Ltd ADR 0.0%
Value ($000) $100,529 Shares 4,810 Est. Cost $20.37 Unrealized
IGIB iShares Barclays Int Credit Bo 0.0%
Value ($000) $99,751 Shares 922 Est. Cost $107.71 Unrealized
CL Colgate-Palmolive 0.0%
Value ($000) $97,506 Shares 1,490 Est. Cost $52.19 Unrealized +6.1%
DFJ Wisdomtree Japan SmCap Div ETF 0.0%
Value ($000) $95,976 Shares 1,550 Est. Cost $47.10 Unrealized
VUG Vanguard Growth ETF 0.0%
Value ($000) $94,535 Shares 848 Est. Cost $105832.98 Unrealized
CB Chubb Limited 0.0%
Value ($000) $93,012 Shares 704 Est. Cost $96.06 Unrealized +12.8%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $92,443 Shares 1,836 Est. Cost $37.35 Unrealized -8.4%
XYL Xylem Inc 0.0%
Value ($000) $91,612 Shares 1,850 Est. Cost $23.44 Unrealized +93.8%
Aqua America, Inc. 0.0%
Value ($000) $85,013 Shares 2,830 Est. Cost $29.98 Unrealized
BB&T Corp 0.0%
Value ($000) $85,012 Shares 1,808 Est. Cost $35.78 Unrealized
Schnitzer Stl Inds Cl A 0.0%
Value ($000) $84,939 Shares 3,305 Est. Cost $17.99 Unrealized
BK Bank of New York Mellon 0.0%
Value ($000) $84,573 Shares 1,785 Est. Cost $32.00 Unrealized +10.9%
PTEN Patterson-UTI Energy Inc. 0.0%
Value ($000) $81,029 Shares 3,010 Est. Cost $22.24 Unrealized +11.0%
PH Parker Hannifin Corp 0.0%
Value ($000) $80,500 Shares 575 Est. Cost $82.23 Unrealized +40.6%
SU Suncor Energy Inc. 0.0%
Value ($000) $79,241 Shares 2,424 Est. Cost $18.45 Unrealized +19.3%
India Fund 0.0%
Value ($000) $78,955 Shares 3,691 Est. Cost $19.14 Unrealized
Raytheon Company New 0.0%
Value ($000) $78,100 Shares 550 Est. Cost $90.67 Unrealized
Ingersoll Rand Co. Cl A 0.0%
Value ($000) $77,291 Shares 1,030 Est. Cost $62.14 Unrealized
SHY iShares Barclays 1-3yr. Trs ET 0.0%
Value ($000) $76,850 Shares 910 Est. Cost $84450.55 Unrealized
VIG Vanguard Div Apprciation ETF 0.0%
Value ($000) $76,223 Shares 895 Est. Cost $82.59 Unrealized
Powershares FTSE RAFI ETF 0.0%
Value ($000) $75,799 Shares 761 Est. Cost $91.78 Unrealized
PSA Public Storage, Inc. 0.0%
Value ($000) $75,767 Shares 339 Est. Cost $109.31 Unrealized +34.3%
Rockwell Collins Inc 0.0%
Value ($000) $74,394 Shares 802 Est. Cost $84.79 Unrealized
SXI Standex Int'l Corp. 0.0%
Value ($000) $72,916 Shares 830 Est. Cost $52.47 Unrealized +66.5%
Praxair Inc. 0.0%
Value ($000) $71,486 Shares 610 Est. Cost $114.62 Unrealized
V Visa Inc 0.0%
Value ($000) $70,998 Shares 910 Est. Cost $64.52 Unrealized +16.9%
CMCSA Comcast Corp. 0.0%
Value ($000) $67,945 Shares 984 Est. Cost $18.80 Unrealized +42.7%
EIX Edison International 0.0%
Value ($000) $67,167 Shares 933 Est. Cost $29.75 Unrealized +62.5%
WELL Welltower Inc. 0.0%
Value ($000) $66,930 Shares 1,000 Est. Cost $44.40 Unrealized +6.5%
Unilever PLC ADR 0.0%
Value ($000) $66,545 Shares 1,635 Est. Cost $34483.13 Unrealized
HD Home Depot 0.0%
Value ($000) $64,761 Shares 483 Est. Cost $65.31 Unrealized +58.3%
IEV iShares Tr S&P Europe 350 ETF 0.0%
Value ($000) $63,959 Shares 1,648 Est. Cost $39.55 Unrealized
Orbotech Ltd 0.0%
Value ($000) $62,978 Shares 1,885 Est. Cost $12.77 Unrealized
META Facebook Inc Class A 0.0%
Value ($000) $62,127 Shares 540 Est. Cost $74.86 Unrealized +62.9%
PM Philip Morris Intl Inc 0.0%
Value ($000) $61,939 Shares 677 Est. Cost $49.85 Unrealized +16.8%
KMI Kinder Morgan Inc. 0.0%
Value ($000) $61,737 Shares 2,981 Est. Cost $10.03 Unrealized +30.6%
EQT EQT Corporation 0.0%
Value ($000) $58,860 Shares 900 Est. Cost $29.44 Unrealized +16.2%
Agrium Inc 0.0%
Value ($000) $58,822 Shares 585 Est. Cost $86.70 Unrealized
AMZN Amazon.Com 0.0%
Value ($000) $57,740 Shares 77 Est. Cost $20.26 Unrealized +93.4%
TGNA Tegna Inc 0.0%
Value ($000) $53,582 Shares 2,505 Est. Cost $18.83 Unrealized -27.7%
NUE Nucor Corp 0.0%
Value ($000) $52,020 Shares 874 Est. Cost $32.41 Unrealized +40.8%
IJH iShares S&P Midcap 400 Index E 0.0%
Value ($000) $51,421 Shares 311 Est. Cost $154.34 Unrealized
SCHD Schwab US Div Equity ETF 0.0%
Value ($000) $50,890 Shares 1,168 Est. Cost $38.04 Unrealized
VOE Vanguard Mid Cap Value ETF 0.0%
Value ($000) $50,539 Shares 520 Est. Cost $97190.38 Unrealized
Nabors Industries Ltd. 0.0%
Value ($000) $49,200 Shares 3,000 Est. Cost $15.27 Unrealized
FXI iShares Tr China 25 Index ETF 0.0%
Value ($000) $48,698 Shares 1,403 Est. Cost $32.60 Unrealized
RSG Republic Services Inc 0.0%
Value ($000) $47,751 Shares 837 Est. Cost $26.37 Unrealized +75.1%
FLOT iShares Floating Rate ETF 0.0%
Value ($000) $47,635 Shares 939 Est. Cost $50729.50 Unrealized
COR Amerisource Bergen Corp. 0.0%
Value ($000) $46,054 Shares 589 Est. Cost $38.92 Unrealized +51.0%
LQD iShares iBoxx $ Inv. Grade ETF 0.0%
Value ($000) $45,817 Shares 391 Est. Cost $117179.03 Unrealized
IEF iShares 7-10 Treas. ETF 0.0%
Value ($000) $44,968 Shares 429 Est. Cost $104820.52 Unrealized
SBUX Starbucks 0.0%
Value ($000) $44,638 Shares 804 Est. Cost $46.21 Unrealized -1.4%
Rydex S&P 500 Eq Wgt ETF 0.0%
Value ($000) $43,320 Shares 500 Est. Cost $76.11 Unrealized
Stericycle Inc 0.0%
Value ($000) $41,987 Shares 545 Est. Cost $29742.05 Unrealized
Natus Medical Inc 0.0%
Value ($000) $41,760 Shares 1,200 Est. Cost $13.33 Unrealized
ORCL Oracle 0.0%
Value ($000) $41,526 Shares 1,080 Est. Cost $28.27 Unrealized +20.7%
Annaly Mortgage Mgmt REIT 0.0%
Value ($000) $41,276 Shares 4,140 Est. Cost $9.18 Unrealized
BIV Vanguard Interm. Bond Idx ETF 0.0%
Value ($000) $41,203 Shares 496 Est. Cost $86.41 Unrealized
Nuveen Mun Value Fd Inc. 0.0%
Value ($000) $40,821 Shares 4,270 Est. Cost $9.13 Unrealized
SYK Stryker Corp. 0.0%
Value ($000) $40,735 Shares 340 Est. Cost $62.92 Unrealized +65.2%
Athenahealth Inc 0.0%
Value ($000) $39,859 Shares 379 Est. Cost $85.00 Unrealized
IWP iShares Russell Midcap Grth ET 0.0%
Value ($000) $38,859 Shares 399 Est. Cost $97390.98 Unrealized
CPB Campbell Soup 0.0%
Value ($000) $38,701 Shares 640 Est. Cost $30.86 Unrealized +35.1%
EMB iShares JPM Em Mkt Bond ETF 0.0%
Value ($000) $38,687 Shares 351 Est. Cost $110219.38 Unrealized
SLYV SPDR S&P 600 Small Cap ETF 0.0%
Value ($000) $37,894 Shares 318 Est. Cost $105.54 Unrealized
CSX CSX Corp 0.0%
Value ($000) $37,834 Shares 1,053 Est. Cost $7.32 Unrealized +35.1%
VMC Vulcan Materials Company 0.0%
Value ($000) $37,545 Shares 300 Est. Cost $57.64 Unrealized +93.8%
SIMO Silicon Motion Tech ADR 0.0%
Value ($000) $36,958 Shares 870 Est. Cost $14.40 Unrealized
IYR iShares Dow J Real Estate ETF 0.0%
Value ($000) $36,239 Shares 471 Est. Cost $76940.55 Unrealized
SPDR Barclays Capital 0.0%
Value ($000) $35,867 Shares 984 Est. Cost $36450.20 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $35,325 Shares 351 Est. Cost $27.80 Unrealized +36.7%
ECL Ecolab Inc. 0.0%
Value ($000) $35,166 Shares 300 Est. Cost $99.92 Unrealized +6.1%
BP BP plc ADR 0.0%
Value ($000) $34,053 Shares 911 Est. Cost $41.74 Unrealized
IWN Ishares Russell 2000 Value ETF 0.0%
Value ($000) $33,184 Shares 279 Est. Cost $85289.66 Unrealized
OLN Olin Corp 0.0%
Value ($000) $33,139 Shares 1,294 Est. Cost $14.30 Unrealized +28.7%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $32,960 Shares 260 Est. Cost $134.62 Unrealized
WFC Wells Fargo & Co 0.0%
Value ($000) $32,790 Shares 595 Est. Cost $28.95 Unrealized +34.8%
Weatherford Int'l Inc. 0.0%
Value ($000) $32,709 Shares 6,555 Est. Cost $12.27 Unrealized
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $32,506 Shares 809 Est. Cost $51.54 Unrealized
Nuance Communication Inc. 0.0%
Value ($000) $31,692 Shares 2,127 Est. Cost $18.21 Unrealized
McDermott International Inc. 0.0%
Value ($000) $31,518 Shares 4,265 Est. Cost $6.95 Unrealized
SWKS Skyworks Solutions Inc. 0.0%
Value ($000) $31,432 Shares 421 Est. Cost $64.91 Unrealized -2.3%
EWJ iShares MSCI Japan Index ETF 0.0%
Value ($000) $31,124 Shares 637 Est. Cost $48860.28 Unrealized
TROW T. Rowe Price Associates 0.0%
Value ($000) $30,857 Shares 410 Est. Cost $50.99 Unrealized -0.7%
PAA Plains All American LP 0.0%
Value ($000) $30,353 Shares 940 Est. Cost $56.14 Unrealized
AEP Amer Electric Pwr Co Inc 0.0%
Value ($000) $29,906 Shares 475 Est. Cost $34.45 Unrealized +29.7%
Allergan Inc. 0.0%
Value ($000) $29,611 Shares 141 Est. Cost $212.41 Unrealized
IVE iShares S&P 500 Value Indx ETF 0.0%
Value ($000) $28,792 Shares 284 Est. Cost $89.78 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $28,754 Shares 200 Est. Cost $105.54 Unrealized +12.3%
BCS Barclays Bk Plc ADR 0.0%
Value ($000) $28,380 Shares 2,580 Est. Cost $15.34 Unrealized
TFI SPDR Nuveen Barclays Muni Bd E 0.0%
Value ($000) $28,227 Shares 595 Est. Cost $50.42 Unrealized
ZBH Zimmer Biomet Holdings Inc. 0.0%
Value ($000) $27,967 Shares 271 Est. Cost $68.96 Unrealized +44.2%
PIMCO TIPS 1- 3 Yr ETF 0.0%
Value ($000) $27,610 Shares 545 Est. Cost $50.27 Unrealized
Royce Micro-Cap Trust 0.0%
Value ($000) $27,417 Shares 3,360 Est. Cost $9.71 Unrealized
MCY Mercury General Corp. 0.0%
Value ($000) $27,095 Shares 450 Est. Cost $42.98 Unrealized +32.2%
NKE Nike, Inc. 0.0%
Value ($000) $25,415 Shares 500 Est. Cost $54.29 Unrealized -16.1%
BAC Bank of America Corp 0.0%
Value ($000) $25,238 Shares 1,142 Est. Cost $12.89 Unrealized +21.6%
Washington Gas Light Co. 0.0%
Value ($000) $25,020 Shares 328 Est. Cost $42.68 Unrealized
New Oriental Ed ADR 0.0%
Value ($000) $24,839 Shares 590 Est. Cost $21.68 Unrealized
Blackrock Inc 0.0%
Value ($000) $24,735 Shares 65 Est. Cost $369.23 Unrealized
Kansas City Southern 0.0%
Value ($000) $24,182 Shares 285 Est. Cost $105.26 Unrealized
CLX Clorox Company 0.0%
Value ($000) $24,004 Shares 200 Est. Cost $60.00 Unrealized +51.4%
MO Altria Group Inc. 0.0%
Value ($000) $23,667 Shares 350 Est. Cost $19.35 Unrealized +75.6%
WCN Waste Connections Inc 0.0%
Value ($000) $23,577 Shares 300 Est. Cost $47.22 Unrealized +0.4%
FNLC First Bancorp Inc Me 0.0%
Value ($000) $23,501 Shares 710 Est. Cost $9.14 Unrealized +90.5%
PRAA PRA Group Inc 0.0%
Value ($000) $23,460 Shares 600 Est. Cost $58.05 Unrealized -41.3%
IDXX Idexx Labs Inc. 0.0%
Value ($000) $23,454 Shares 200 Est. Cost $71.33 Unrealized +60.0%
GPN Global Payments Inc 0.0%
Value ($000) $23,183 Shares 334 Est. Cost $70.19 Unrealized -2.6%
Celgene Corporation 0.0%
Value ($000) $23,150 Shares 200 Est. Cost $103.12 Unrealized
Marathon Oil Corp 0.0%
Value ($000) $22,607 Shares 1,306 Est. Cost $38.79 Unrealized
PLAB Photronics Inc. 0.0%
Value ($000) $22,600 Shares 2,000 Est. Cost $9.88 Unrealized +6.2%
EXC Exelon Corp. 0.0%
Value ($000) $22,252 Shares 627 Est. Cost $15.41 Unrealized +11.9%
VTWO Vangard Russell 2000 ETF 0.0%
Value ($000) $22,026 Shares 204 Est. Cost $60.41 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $21,591 Shares 300 Est. Cost $61.46 Unrealized -10.0%
ECON Columbia Emerg Mkts Consum. ET 0.0%
Value ($000) $21,210 Shares 958 Est. Cost $22139.88 Unrealized
Whole Foods Market, Inc 0.0%
Value ($000) $20,609 Shares 670 Est. Cost $38.27 Unrealized
XLK Sector SPDR Tech Select Shares 0.0%
Value ($000) $20,311 Shares 420 Est. Cost $37.96 Unrealized
IDA IdaCorp Inc. 0.0%
Value ($000) $20,138 Shares 250 Est. Cost $48.08 Unrealized +60.3%
NWL Newell Rubbermaid 0.0%
Value ($000) $20,093 Shares 450 Est. Cost $16.79 Unrealized +94.8%
UPS United Parcel Service 0.0%
Value ($000) $20,062 Shares 175 Est. Cost $56.70 Unrealized +41.6%
HON Honeywell International 0.0%
Value ($000) $19,695 Shares 170 Est. Cost $85.82 Unrealized -1.9%
EPD Enterprise Products Prtn LP 0.0%
Value ($000) $19,063 Shares 705 Est. Cost $54.57 Unrealized
Kellogg Company 0.0%
Value ($000) $18,870 Shares 256 Est. Cost $40.52 Unrealized +23.5%
Lake Sunapee Bank Gr 0.0%
Value ($000) $18,164 Shares 770 Est. Cost $14.29 Unrealized
VBR Vanguard Sm Cap Value Indx ETF 0.0%
Value ($000) $18,150 Shares 150 Est. Cost $113.33 Unrealized
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $18,147 Shares 149 Est. Cost $120.81 Unrealized
Synutra International 0.0%
Value ($000) $17,655 Shares 3,300 Est. Cost $6.11 Unrealized
COF Capital One Financial 0.0%
Value ($000) $17,448 Shares 200 Est. Cost $58.25 Unrealized +18.0%
Laboratory Corp of America Hld 0.0%
Value ($000) $16,818 Shares 131 Est. Cost $126.66 Unrealized
BMRN Biomarin Pharmaceutical Inc 0.0%
Value ($000) $16,568 Shares 200 Est. Cost $62.32 Unrealized +38.0%
Walgreens Boots Alli 0.0%
Value ($000) $16,552 Shares 200 Est. Cost $85.00 Unrealized
VYM Vanguard High Dividend Yd ETF 0.0%
Value ($000) $16,502 Shares 218 Est. Cost $58.83 Unrealized
FBIN Fortune Brands Home & Security 0.0%
Value ($000) $16,359 Shares 306 Est. Cost $39.12 Unrealized +5.4%
QCOM Qualcomm Inc. 0.0%
Value ($000) $16,300 Shares 250 Est. Cost $43.67 Unrealized +19.7%
WAT Waters Corp 0.0%
Value ($000) $16,127 Shares 120 Est. Cost $95.76 Unrealized +49.0%
Total SA ADR 0.0%
Value ($000) $16,056 Shares 315 Est. Cost $59.66 Unrealized
HOLX Hologic Inc 0.0%
Value ($000) $16,048 Shares 400 Est. Cost $38.91 Unrealized -0.8%
CVS CVS Corp 0.0%
Value ($000) $15,782 Shares 200 Est. Cost $57.47 Unrealized +6.2%
STPZ Pimco 1-5 yr US TIP ETF 0.0%
Value ($000) $15,741 Shares 300 Est. Cost $53.33 Unrealized
HCSG Healthcare Services Group (Bui 0.0%
Value ($000) $15,668 Shares 400 Est. Cost $36.36 Unrealized +5.1%
Unilever NV 0.0%
Value ($000) $15,398 Shares 375 Est. Cost $41061.33 Unrealized
STZ Constellation Brand Cl Aclass 0.0%
Value ($000) $15,331 Shares 100 Est. Cost $122.55 Unrealized +12.8%
Goldman Sachs 5.5 Pfd 0.0%
Value ($000) $15,216 Shares 600 Est. Cost $25360.00 Unrealized
PBI Pitney Bowes Inc 0.0%
Value ($000) $15,190 Shares 1,000 Est. Cost $14.77 Unrealized +7.8%
HSIC Schein Henry Inc. 0.0%
Value ($000) $15,171 Shares 100 Est. Cost $62.44 Unrealized -3.3%
ACN Accenture Ltd Cl A F 0.0%
Value ($000) $14,641 Shares 125 Est. Cost $86.42 Unrealized +19.4%
Yahoo! Inc. 0.0%
Value ($000) $14,501 Shares 375 Est. Cost $43.73 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $14,322 Shares 200 Est. Cost $65.34 Unrealized -18.6%
Highland Iboxx Senior 0.0%
Value ($000) $14,269 Shares 761 Est. Cost $18750.33 Unrealized
Cerner Corp 0.0%
Value ($000) $13,974 Shares 295 Est. Cost $63.32 Unrealized
ROP Roper Industries Inc 0.0%
Value ($000) $13,731 Shares 75 Est. Cost $172.39 Unrealized -1.5%
Guggenheim S&P500 EqWt ETF 0.0%
Value ($000) $13,392 Shares 209 Est. Cost $69.65 Unrealized
IMKTA Ingles Markets Inc Cl A 0.0%
Value ($000) $13,228 Shares 275 Est. Cost $21.76 Unrealized +80.8%
Guggenheim S&P 500 Weight Mate 0.0%
Value ($000) $12,935 Shares 142 Est. Cost $91091.55 Unrealized
ADP Auto Data Processing 0.0%
Value ($000) $12,848 Shares 125 Est. Cost $50.42 Unrealized +52.2%
Barrick Gold 0.0%
Value ($000) $12,784 Shares 800 Est. Cost $11.25 Unrealized
Ensco Plc 0.0%
Value ($000) $12,733 Shares 1,310 Est. Cost $9.65 Unrealized
SCHE Schw Emg Mkt Eq ETF 0.0%
Value ($000) $12,700 Shares 589 Est. Cost $3568.87 Unrealized
CTSH Cognizant Tech Solutions 0.0%
Value ($000) $12,607 Shares 225 Est. Cost $57.14 Unrealized -17.0%
CDP Corp Office Pptys REIT 0.0%
Value ($000) $12,488 Shares 400 Est. Cost $26.00 Unrealized
OXY Occidental Petroleum Corp. 0.0%
Value ($000) $12,465 Shares 175 Est. Cost $57.83 Unrealized -4.9%
EEM iShares MSCI Emerging Market E 0.0%
Value ($000) $12,218 Shares 349 Est. Cost $37.25 Unrealized
DBV Technologies ADR 0.0%
Value ($000) $11,944 Shares 340 Est. Cost $32.35 Unrealized
FNK First Tr Mid Cap Value ETF 0.0%
Value ($000) $11,851 Shares 360 Est. Cost Unrealized
DHR Danaher Corp 0.0%
Value ($000) $11,676 Shares 150 Est. Cost $38.22 Unrealized +73.6%
Versum Materials Inc 0.0%
Value ($000) $10,947 Shares 390 Est. Cost $28069.23 Unrealized
VSS Vgrd Ftse All Wrld Ex US ETF 0.0%
Value ($000) $10,531 Shares 112 Est. Cost $94026.79 Unrealized
PPL PPL Corporation 0.0%
Value ($000) $10,419 Shares 306 Est. Cost $21.46 Unrealized +3.8%
CRM Salesforce Com 0.0%
Value ($000) $10,269 Shares 150 Est. Cost $77.06 Unrealized -7.0%
IWO iShares Russell 2000 Growth ET 0.0%
Value ($000) $10,160 Shares 66 Est. Cost $153939.39 Unrealized
Weight Watchers Intl Inc 0.0%
Value ($000) $10,019 Shares 875 Est. Cost $40.80 Unrealized
VPL Vanguard FTSE Pacific ETF 0.0%
Value ($000) $9,939 Shares 171 Est. Cost $59.32 Unrealized
VGK Vanguard MSCI Europe ETF 0.0%
Value ($000) $9,684 Shares 202 Est. Cost $51.92 Unrealized
EWZ iShares MSCI Brazil Free Index 0.0%
Value ($000) $9,169 Shares 275 Est. Cost $40.68 Unrealized
FCX Freeport McMoran Copper & Gold 0.0%
Value ($000) $8,837 Shares 670 Est. Cost $10.82 Unrealized +7.2%
LMT Lockheed Martin 0.0%
Value ($000) $8,748 Shares 35 Est. Cost $182.33 Unrealized +7.5%
PowerShares QQQ Trust Sr 1 ETF 0.0%
Value ($000) $8,665 Shares 73 Est. Cost $111.09 Unrealized
CWB SPDR Blmbg Barclays Conv ETF 0.0%
Value ($000) $8,628 Shares 189 Est. Cost $47.62 Unrealized
IJJ iShares S&P Midcap 400 Value E 0.0%
Value ($000) $8,567 Shares 59 Est. Cost $119.72 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $8,559 Shares 81 Est. Cost $102.78 Unrealized
Magellan Midstream Ptnrs 0.0%
Value ($000) $8,319 Shares 110 Est. Cost $69.66 Unrealized
CNA C N A Financial Corp 0.0%
Value ($000) $7,844 Shares 189 Est. Cost $18.13 Unrealized +8.8%
BLV Vanguard Long Term Bond ETF 0.0%
Value ($000) $7,843 Shares 88 Est. Cost $89125.00 Unrealized
Care Capital Properties 0.0%
Value ($000) $7,825 Shares 313 Est. Cost $32.97 Unrealized
STKL Sunopta Inc 0.0%
Value ($000) $7,663 Shares 1,087 Est. Cost $9.59 Unrealized -27.4%
BDC Belden Inc 0.0%
Value ($000) $7,477 Shares 100 Est. Cost $57.03 Unrealized +21.4%
Powershs Db Commdty Indx ETF 0.0%
Value ($000) $7,065 Shares 446 Est. Cost $17.57 Unrealized
IWM Ishares Trust Russell 2000 Ind 0.0%
Value ($000) $6,743 Shares 50 Est. Cost $66.67 Unrealized
CNI Canadian Natl Ry Co 0.0%
Value ($000) $6,740 Shares 100 Est. Cost $41.86 Unrealized +33.4%
Tidewater Inc. 0.0%
Value ($000) $6,701 Shares 1,965 Est. Cost $58.85 Unrealized
Powershs HY Equity Div ETF 0.0%
Value ($000) $6,484 Shares 383 Est. Cost $10.44 Unrealized
Foundation Medicine 0.0%
Value ($000) $5,930 Shares 335 Est. Cost $23.88 Unrealized
NVS Novartis Ag ADR 0.0%
Value ($000) $5,827 Shares 80 Est. Cost $87.50 Unrealized
Guggenheim S&P Global Water In 0.0%
Value ($000) $5,548 Shares 195 Est. Cost $25.64 Unrealized
IJS iShares S&P Smallcap 600 Value 0.0%
Value ($000) $5,460 Shares 39 Est. Cost $128.21 Unrealized
Blackstone Group Lp 0.0%
Value ($000) $5,406 Shares 200 Est. Cost $30.00 Unrealized
SJM J M Smuckers Co. 0.0%
Value ($000) $5,250 Shares 41 Est. Cost $99.14 Unrealized -1.5%
SBS Companhia de Saneamento ADR 0.0%
Value ($000) $5,208 Shares 600 Est. Cost $3.87 Unrealized
IBN ICICI Bank Ltd. ADR 0.0%
Value ($000) $5,168 Shares 690 Est. Cost $16.52 Unrealized
IJT iShares S&P Smallcap 600 Growt 0.0%
Value ($000) $5,100 Shares 34 Est. Cost $147.06 Unrealized
ICF iShares Cohen & Steer Realty E 0.0%
Value ($000) $4,982 Shares 50 Est. Cost $97.74 Unrealized
VGT Vanguard Info Technology ETF 0.0%
Value ($000) $4,739 Shares 39 Est. Cost $128.21 Unrealized
IJK iShares S&P Mid-Cap Grow ETF 0.0%
Value ($000) $4,737 Shares 26 Est. Cost $192.31 Unrealized
BNS Bank Of Nova Scotia 0.0%
Value ($000) $4,733 Shares 85 Est. Cost $29.86 Unrealized +15.1%
Aetna Inc. 0.0%
Value ($000) $4,712 Shares 38 Est. Cost $52.63 Unrealized
Powershares Buyback ETF 0.0%
Value ($000) $4,693 Shares 93 Est. Cost $43.01 Unrealized
ETN Eaton Corp. 0.0%
Value ($000) $4,562 Shares 68 Est. Cost $46.51 Unrealized +16.4%
SCHZ Sch US Agg Bnd Etf 0.0%
Value ($000) $4,314 Shares 84 Est. Cost $12272.09 Unrealized
WAB WABTec 0.0%
Value ($000) $4,151 Shares 50 Est. Cost $89.85 Unrealized -13.1%
Coherent, Inc. 0.0%
Value ($000) $4,122 Shares 30 Est. Cost $60.00 Unrealized
AMG Affiliated Managers Group 0.0%
Value ($000) $4,068 Shares 28 Est. Cost $150.20 Unrealized -6.4%
FTV Fortive Corporation 0.0%
Value ($000) $4,022 Shares 75 Est. Cost $30.87 Unrealized +3.2%
NYT New York Times Co Cl A 0.0%
Value ($000) $3,990 Shares 300 Est. Cost $8.72 Unrealized +30.8%
IXJ Ishares Global ETF 0.0%
Value ($000) $3,982 Shares 42 Est. Cost $95.24 Unrealized
FORM Formfactor Inc 0.0%
Value ($000) $3,920 Shares 350 Est. Cost $5.48 Unrealized +94.7%
Silver Wheaton Corp 0.0%
Value ($000) $3,864 Shares 200 Est. Cost $25.00 Unrealized
WOR Worthington Inds Inc 0.0%
Value ($000) $3,795 Shares 80 Est. Cost $24.92 Unrealized +29.1%
Key Technology Inc 0.0%
Value ($000) $3,696 Shares 320 Est. Cost $15.63 Unrealized
Convergys Corp 0.0%
Value ($000) $3,684 Shares 150 Est. Cost $20.00 Unrealized
Gannett Spinco Inc 0.0%
Value ($000) $3,641 Shares 375 Est. Cost $14.58 Unrealized
Gw Pharmaceutic Plc 0.0%
Value ($000) $3,353 Shares 30 Est. Cost $66.67 Unrealized
Amarin Corp Plc New ADR 0.0%
Value ($000) $3,311 Shares 1,075 Est. Cost $5.58 Unrealized
RWX SPDR DJ Wilshire Intl Real Est 0.0%
Value ($000) $2,814 Shares 78 Est. Cost $36076.92 Unrealized
Qiagen N V 0.0%
Value ($000) $2,802 Shares 100 Est. Cost $20.00 Unrealized
Nuvectra Corp 0.0%
Value ($000) $2,666 Shares 530 Est. Cost $5.49 Unrealized
RYN Rayonier Inc REIT 0.0%
Value ($000) $2,580 Shares 97 Est. Cost $55.24 Unrealized
BNDX Vanguard Total Int'l Bond Inde 0.0%
Value ($000) $2,443 Shares 45 Est. Cost $66.67 Unrealized
U S Concrete Inc 0.0%
Value ($000) $2,424 Shares 37 Est. Cost $54.05 Unrealized
Invensense Inc 0.0%
Value ($000) $2,302 Shares 180 Est. Cost $20.12 Unrealized
SLV iShares Silver Trust ETF 0.0%
Value ($000) $2,055 Shares 136 Est. Cost $19.17 Unrealized
CX Cemex ADR 0.0%
Value ($000) $1,895 Shares 236 Est. Cost $10.06 Unrealized
New Ireland Fund Inc. 0.0%
Value ($000) $1,891 Shares 158 Est. Cost $13.22 Unrealized
GM General Motors 0.0%
Value ($000) $1,463 Shares 42 Est. Cost $24.16 Unrealized +16.6%
DDD 3d Systems Corp 0.0%
Value ($000) $1,329 Shares 100 Est. Cost $14.46 Unrealized +1.5%
WPCS Intl Inc New 0.0%
Value ($000) $925 Shares 728 Est. Cost $1.37 Unrealized
ARWR Arrowhead Pharma Inc 0.0%
Value ($000) $729 Shares 470 Est. Cost $6.48 Unrealized -34.3%
General Motors Cl B 19wt 0.0%
Value ($000) $635 Shares 37 Est. Cost $27.76 Unrealized
Apollo Endosurgery I 0.0%
Value ($000) $619 Shares 51 Est. Cost $12137.25 Unrealized
Sunesis Pharma Inc New 0.0%
Value ($000) $601 Shares 166 Est. Cost $3620.48 Unrealized
CDK Global Inc 0.0%
Value ($000) $478 Shares 8 Est. Cost Unrealized
EVRC Evercel Inc 0.0%
Value ($000) $150 Shares 120 Est. Cost $0.24 Unrealized 0.0%
ASIX Advansix Inc 0.0%
Value ($000) $133 Shares 6 Est. Cost $16.41 Unrealized 0.0%
Time Inc. 0.0%
Value ($000) $107 Shares 6 Est. Cost $45.45 Unrealized
GPRO Gopro Inc 0.0%
Value ($000) $44 Shares 5 Est. Cost $23.22 Unrealized -50.6%