Windsor Capital Management, LLC Diversified Active

CIK: 0001543100 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Jan 10, 2014

Total Value ($000): $170,486 (100.0% shares, 0.0% debt)

Holdings (395)

ALPS TRUST ETF ALERIAN MLP 8.3%
Value ($000) $14,122 Shares 793,800 Est. Cost $17.85 Unrealized
SPDR HIGH YIELD BOND ETF 5.6%
Value ($000) $9,568 Shares 235,905 Est. Cost $39.50 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND ETF 5.5%
Value ($000) $9,375 Shares 88,894 Est. Cost $105.04 Unrealized
ADVENT CLAYMORE CONVERTIBLE SECS & INC 5.0%
Value ($000) $8,478 Shares 457,533 Est. Cost $16.94 Unrealized
TEMPLETON GLOBAL INCOME FD INC 4.8%
Value ($000) $8,200 Shares 1,031,467 Est. Cost $8.63 Unrealized
PFF ISHARES S&P U.S. PREFERRED STOCK ETF 4.0%
Value ($000) $6,748 Shares 183,219 Est. Cost $39.25 Unrealized
CWB SPDR BARCLAYS CAPITAL CONV BOND 3.7%
Value ($000) $6,292 Shares 134,641 Est. Cost $42.75 Unrealized
POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC 3.2%
Value ($000) $5,424 Shares 218,015 Est. Cost $24.74 Unrealized
SPY SPDR S&P 500 ETF 2.8%
Value ($000) $4,848 Shares 26,250 Est. Cost $170.64 Unrealized
NUVEEN FLOATING RATEINCOME OPPORTUNITY FD 2.6%
Value ($000) $4,500 Shares 369,447 Est. Cost $13.16 Unrealized
WESTERN ASSET HIGH INCOME FUND II INC 2.4%
Value ($000) $4,126 Shares 457,419 Est. Cost $9.22 Unrealized
LQD ISHARES IBOXX CORPORATE BOND ETF 2.4%
Value ($000) $4,108 Shares 35,976 Est. Cost $113.63 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 2.4%
Value ($000) $4,104 Shares 30,673 Est. Cost $115.72 Unrealized
EFA ISHARES MSCI EAFE ETF 2.2%
Value ($000) $3,667 Shares 54,648 Est. Cost $57.83 Unrealized
PSK SPDR SER TR WELLS FARGO PFD STOCK ETF 2.0%
Value ($000) $3,336 Shares 84,629 Est. Cost $43.31 Unrealized
XPHTX PIONEER HIGH INCOME TR COM 1.9%
Value ($000) $3,168 Shares 185,896 Est. Cost $16.68 Unrealized
BSV VANGUARD SHORT TERM BOND 1.8%
Value ($000) $3,140 Shares 39,281 Est. Cost $80.09 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 1.8%
Value ($000) $3,067 Shares 73,377 Est. Cost $38.77 Unrealized
GABELLI CONV & INCOME SECS FD INC 1.7%
Value ($000) $2,949 Shares 478,440 Est. Cost $6.18 Unrealized
AGG ISHARES AGGREGATE BOND ETF 1.6%
Value ($000) $2,789 Shares 26,208 Est. Cost $107.22 Unrealized
POWERSHARES EMERGING MKTS SOVEREIGN DEBT 1.6%
Value ($000) $2,748 Shares 101,759 Est. Cost $27.31 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 1.6%
Value ($000) $2,732 Shares 76,437 Est. Cost $30.58 Unrealized
XLE ENERGY SELECT SECTOR SPDR 1.3%
Value ($000) $2,217 Shares 25,044 Est. Cost $78.31 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR 1.1%
Value ($000) $1,837 Shares 42,748 Est. Cost $39.67 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 1.1%
Value ($000) $1,834 Shares 35,086 Est. Cost $42.64 Unrealized
ICF ISHARES COHEN & STEERS RLTY 1.0%
Value ($000) $1,680 Shares 22,484 Est. Cost $80.33 Unrealized
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 0.9%
Value ($000) $1,598 Shares 23,915 Est. Cost $56.41 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.9%
Value ($000) $1,490 Shares 26,871 Est. Cost $47.60 Unrealized
TEMPLETON EMERGING MARKETS INC FD INC 0.9%
Value ($000) $1,467 Shares 107,437 Est. Cost $14.86 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.8%
Value ($000) $1,365 Shares 12,509 Est. Cost $90.62 Unrealized
EMB ISHARES JPMORGAN USD EMERGING MKTS BDFD ETF 0.6%
Value ($000) $1,088 Shares 10,057 Est. Cost $109.54 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BD 0.6%
Value ($000) $1,072 Shares 11,538 Est. Cost $90.93 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $1,021 Shares 24,722 Est. Cost $27.67 Unrealized -2.6%
XLF FINANCIAL SELECT SECTOR SPDR 0.6%
Value ($000) $978 Shares 44,728 Est. Cost $19.45 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $966 Shares 9,544 Est. Cost $53.80 Unrealized +4.0%
AMERICAN SELECT PORTFOLIO INC 0.6%
Value ($000) $960 Shares 103,716 Est. Cost $9.26 Unrealized
GLD SPDR GOLD ETF 0.6%
Value ($000) $940 Shares 8,095 Est. Cost $120.19 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $936 Shares 10,218 Est. Cost $59.80 Unrealized +10.0%
T AT&T INC COM 0.5%
Value ($000) $850 Shares 24,176 Est. Cost $11.34 Unrealized -1.5%
XLU UTILITIES SELECT SECTOR SPDR 0.5%
Value ($000) $822 Shares 21,636 Est. Cost $37.63 Unrealized
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $819 Shares 9,397 Est. Cost $49.79 Unrealized -3.9%
IBND SPDR BARCLAYS CAP INTL CORPORATE BOND ETF 0.5%
Value ($000) $818 Shares 22,328 Est. Cost $34.43 Unrealized
TBT PROSHARES ULTRASHORT 20+ YR TREAS 1 FOR 4 R/S INTOPROSHARES TR PROSHARES UL 0.5%
Value ($000) $809 Shares 10,214 Est. Cost $72.46 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.5%
Value ($000) $803 Shares 17,382 Est. Cost $38.34 Unrealized
AMERICAN STRATEGIC INCOME PORTFOLIO INC-III 0.4%
Value ($000) $757 Shares 115,416 Est. Cost $7.03 Unrealized
PG PROCTER & GAMBLE CO 0.4%
Value ($000) $679 Shares 8,335 Est. Cost $55.07 Unrealized +5.3%
STPZ PIMCO 1-5 YEAR US TIPS INDEX FUND 0.4%
Value ($000) $632 Shares 11,942 Est. Cost $52.65 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.4%
Value ($000) $608 Shares 5,267 Est. Cost $97.05 Unrealized
CVX CHEVRON CORP 0.3%
Value ($000) $516 Shares 4,134 Est. Cost $71.80 Unrealized +1.0%
H S B C HLDGS 6.20% ADRF SPONSORED ADR 0.3%
Value ($000) $485 Shares 19,622 Est. Cost $24.89 Unrealized
XEL XCEL ENERGY INC 0.3%
Value ($000) $471 Shares 16,854 Est. Cost $19.78 Unrealized -3.6%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $441 Shares 6,392 Est. Cost $41.83 Unrealized +1.2%
MO ALTRIA GROUP INC 0.3%
Value ($000) $431 Shares 11,235 Est. Cost $16.27 Unrealized +5.4%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.3%
Value ($000) $431 Shares 2,872 Est. Cost $130.02 Unrealized
GENERAL ELECTRIC CO 0.2%
Value ($000) $420 Shares 14,991 Est. Cost $23.47 Unrealized
CL COLGATE-PALMOLIVE CO 0.2%
Value ($000) $417 Shares 6,402 Est. Cost $44.38 Unrealized +9.1%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $412 Shares 8,386 Est. Cost $26.93 Unrealized -1.2%
PEP PEPSICO INC 0.2%
Value ($000) $365 Shares 4,404 Est. Cost $56.03 Unrealized +3.1%
DUFF AND PHELPS 0.2%
Value ($000) $356 Shares 35,540 Est. Cost $10.95 Unrealized
INTC INTEL 0.2%
Value ($000) $354 Shares 13,621 Est. Cost $17.12 Unrealized +4.7%
SPDR SHORT-TERM MUNICIPAL BOND ETF 0.2%
Value ($000) $345 Shares 14,196 Est. Cost $23.91 Unrealized
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.2%
Value ($000) $328 Shares 3,183 Est. Cost $90.00 Unrealized
AMERICAN STRATEGIC INCOME PORTFOLIO INC 0.2%
Value ($000) $321 Shares 35,704 Est. Cost $8.99 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $321 Shares 6,421 Est. Cost $30.36 Unrealized +3.0%
MMM 3M COMPANY 0.2%
Value ($000) $316 Shares 2,255 Est. Cost $61.71 Unrealized +17.8%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $305 Shares 3,389 Est. Cost $53.17 Unrealized +22.3%
MCD MCDONALDS CORP 0.2%
Value ($000) $303 Shares 3,122 Est. Cost $71.71 Unrealized -2.4%
WFC WELLS FARGO & CO 0.2%
Value ($000) $300 Shares 6,605 Est. Cost $27.36 Unrealized +12.4%
IBM INTL BUSINESS MACHINES 0.2%
Value ($000) $299 Shares 1,593 Est. Cost $117.45 Unrealized -9.4%
SLV ISHARES SILVER TRUST ETF 0.2%
Value ($000) $285 Shares 15,242 Est. Cost $19.17 Unrealized
WMT WAL-MART STORES INC 0.2%
Value ($000) $278 Shares 3,528 Est. Cost $19.97 Unrealized +1.9%
HANCOCK JOHN PFD EQTY FD SH BEN INT 0.2%
Value ($000) $273 Shares 15,300 Est. Cost $20.78 Unrealized
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $266 Shares 5,000 Est. Cost $28.67 Unrealized +19.2%
AMERICAN STRATEGIC INCOME PORTFOLIO 0.2%
Value ($000) $265 Shares 34,416 Est. Cost $7.70 Unrealized
JPM JP MORGAN CHASE & CO 0.1%
Value ($000) $227 Shares 3,884 Est. Cost $36.46 Unrealized +8.7%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $221 Shares 1,944 Est. Cost $94.25 Unrealized
KINDER MORGAN ENERGY PTNRS LP 0.1%
Value ($000) $217 Shares 2,691 Est. Cost $83.02 Unrealized
SPSB SPDR BARCLAYS CAPITAL SHORT TERM CORP BD 0.1%
Value ($000) $212 Shares 6,922 Est. Cost $30.57 Unrealized
ITOT ISHARES TR S&P 1500 INDEX FD 0.1%
Value ($000) $201 Shares 2,376 Est. Cost $76.27 Unrealized
E M C CORP 0.1%
Value ($000) $200 Shares 7,948 Est. Cost $23.67 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $192 Shares 6,261 Est. Cost $16.45 Unrealized +7.1%
ALCOA INC 0.1%
Value ($000) $183 Shares 17,178 Est. Cost $10.65 Unrealized
GOOGLE INC 0.1%
Value ($000) $178 Shares 159 Est. Cost $895.13 Unrealized
OGE OGE ENERGY CORP HOLDING CO 0.1%
Value ($000) $163 Shares 4,800 Est. Cost $35.46 Unrealized +0.9%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $162 Shares 1,930 Est. Cost $48.17 Unrealized +4.9%
COP CONOCOPHILLIPS 0.1%
Value ($000) $160 Shares 2,267 Est. Cost $39.96 Unrealized +21.1%
MDLZ MONDELEZ INTL INC COM 0.1%
Value ($000) $159 Shares 4,491 Est. Cost $23.16 Unrealized +10.2%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $154 Shares 8,684 Est. Cost $14.86 Unrealized 0.0%
LINN ENERGY LLC 0.1%
Value ($000) $154 Shares 4,995 Est. Cost $33.23 Unrealized
SPIP SPDR BARCLAYS CAP TIPS CAPITAL TIPS ETF 0.1%
Value ($000) $149 Shares 2,739 Est. Cost $55.47 Unrealized
AAPL APPLE COMPUTER, INC. 0.1%
Value ($000) $147 Shares 261 Est. Cost $16.37 Unrealized 0.0%
MSFT MICROSOFT 0.1%
Value ($000) $144 Shares 3,861 Est. Cost $26.96 Unrealized +11.3%
NSC NORFOLK SOUTHERN CRP 0.1%
Value ($000) $144 Shares 1,551 Est. Cost $57.49 Unrealized +14.3%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $144 Shares 1,370 Est. Cost $55.84 Unrealized +15.4%
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $144 Shares 1,307 Est. Cost $112.06 Unrealized
ENERGY TRANSFER PARTNERS LP 0.1%
Value ($000) $143 Shares 2,500 Est. Cost $51.55 Unrealized
BP BP PLC SPON ADR 0.1%
Value ($000) $139 Shares 2,859 Est. Cost $48.62 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $138 Shares 1,516 Est. Cost $61.81 Unrealized +1.4%
WINDSTREAM CORPORATION 0.1%
Value ($000) $137 Shares 17,117 Est. Cost $8.00 Unrealized
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $136 Shares 2,109 Est. Cost $34.65 Unrealized +14.8%
HON HONEYWELL INTL INC 0.1%
Value ($000) $135 Shares 1,474 Est. Cost $54.24 Unrealized +12.1%
UGI UGI CORP NEW 0.1%
Value ($000) $131 Shares 3,168 Est. Cost $26.32 Unrealized +2.4%
ITC HLDGS CORP 0.1%
Value ($000) $128 Shares 1,332 Est. Cost $91.75 Unrealized
NVS NOVARTIS AG ADR 0.1%
Value ($000) $124 Shares 1,538 Est. Cost $71.33 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $123 Shares 5,475 Est. Cost $15.23 Unrealized -0.2%
FE FIRSTENERGY CORP 0.1%
Value ($000) $122 Shares 3,714 Est. Cost $24.22 Unrealized -12.6%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $122 Shares 1,879 Est. Cost $57.37 Unrealized
EQUITY ONE INC 0.1%
Value ($000) $119 Shares 5,306 Est. Cost $22.71 Unrealized
KINDER MORGAN MGMT LLC 0.1%
Value ($000) $116 Shares 1,528 Est. Cost $81.40 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $116 Shares 1,674 Est. Cost $29.22 Unrealized 0.0%
OMC OMNICOM GROUP 0.1%
Value ($000) $114 Shares 1,527 Est. Cost $41.22 Unrealized +12.1%
EXC EXELON CORP 0.1%
Value ($000) $114 Shares 4,147 Est. Cost $15.41 Unrealized -15.4%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $113 Shares 1,080 Est. Cost $62.94 Unrealized +5.4%
OXY OCCIDENTAL PETE CORP DEL 0.1%
Value ($000) $110 Shares 1,161 Est. Cost $57.83 Unrealized +9.6%
SO SOUTHERN CO 0.1%
Value ($000) $109 Shares 2,662 Est. Cost $26.54 Unrealized -7.5%
D DOMINION RESOURCES INC VA NEW 0.1%
Value ($000) $107 Shares 1,653 Est. Cost $34.53 Unrealized +12.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $106 Shares 896 Est. Cost $115.63 Unrealized 0.0%
ABBV ABBVIE INC COM 0.1%
Value ($000) $104 Shares 1,978 Est. Cost $26.55 Unrealized +14.5%
IWV ISHARES TRUST RUSSELL 3000 INDEX FD 0.1%
Value ($000) $103 Shares 928 Est. Cost $96.48 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $102 Shares 6,552 Est. Cost $11.68 Unrealized 0.0%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $101 Shares 1,598 Est. Cost $20.38 Unrealized -4.1%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $101 Shares 1,350 Est. Cost $36.21 Unrealized +33.6%
USB US BANCORP 0.1%
Value ($000) $100 Shares 2,470 Est. Cost $22.41 Unrealized +13.2%
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $92 Shares 1,216 Est. Cost $57.76 Unrealized +2.3%
TEVA TEVA PHARMACEUTICAL INDS LTD ADR 0.1%
Value ($000) $92 Shares 2,304 Est. Cost $39.32 Unrealized
UIL HOLDINGS CORP 0.1%
Value ($000) $91 Shares 2,361 Est. Cost $38.12 Unrealized
WMB WILLIAMS COMPANIES INC 0.1%
Value ($000) $91 Shares 2,355 Est. Cost $18.03 Unrealized +2.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $91 Shares 1,638 Est. Cost $37.41 Unrealized -4.1%
JHANCOCK TAX-ADV DIVIDEND INCOME 0.1%
Value ($000) $89 Shares 4,860 Est. Cost $18.69 Unrealized
AMERIGAS PARTNERS LP UNITS LTD PARTNERSHIP INT 0.1%
Value ($000) $87 Shares 1,955 Est. Cost $44.50 Unrealized
META FACEBOOK INC CL A 0.1%
Value ($000) $87 Shares 1,600 Est. Cost $30.84 Unrealized +61.7%
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $87 Shares 1,317 Est. Cost $62.32 Unrealized
PDM PIEDMONT OFFICE RLTYTR INC COM CL A 0.0%
Value ($000) $85 Shares 5,116 Est. Cost $17.40 Unrealized
KRAFT FOODS GROUP 0.0%
Value ($000) $81 Shares 1,495 Est. Cost $55.86 Unrealized
ESS ESSEX PPTY TR REIT 0.0%
Value ($000) $81 Shares 561 Est. Cost $104.86 Unrealized -0.6%
WELLPOINT INC 0.0%
Value ($000) $81 Shares 880 Est. Cost $82.19 Unrealized
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $81 Shares 960 Est. Cost $61.57 Unrealized +26.4%
SBUX STARBUCKS CORP 0.0%
Value ($000) $79 Shares 1,006 Est. Cost $28.27 Unrealized +10.4%
AEP AMERICAN ELEC PWR CO 0.0%
Value ($000) $79 Shares 1,700 Est. Cost $29.90 Unrealized 0.0%
PSA PUBLIC STORAGE INC 0.0%
Value ($000) $75 Shares 500 Est. Cost $97.16 Unrealized +3.1%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $75 Shares 1,966 Est. Cost $29.23 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $73 Shares 875 Est. Cost $35.69 Unrealized +28.6%
BUCKEYE PARTNERS UTS L P UNIT LTD PARTNERSHIP INT 0.0%
Value ($000) $73 Shares 1,032 Est. Cost $69.77 Unrealized
GABELLI DIV AND INC TR 0.0%
Value ($000) $71 Shares 3,211 Est. Cost $19.31 Unrealized
MAIN MAIN STREET CAPITAL CORP COM 0.0%
Value ($000) $70 Shares 2,143 Est. Cost $31.20 Unrealized 0.0%
EATON VANCE LTD DURATION INCOME FD 0.0%
Value ($000) $68 Shares 4,467 Est. Cost $15.85 Unrealized
JOHN HANCOCK PATRIOT PREMIUM DIV. FND. II 0.0%
Value ($000) $68 Shares 5,825 Est. Cost $13.22 Unrealized
CVS CVS CORP 0.0%
Value ($000) $68 Shares 953 Est. Cost $41.44 Unrealized +11.8%
AMZN AMAZON.COM INC 0.0%
Value ($000) $66 Shares 165 Est. Cost $17.98 Unrealized 0.0%
BTI BRITISH AMERICAN TOBACCO 0.0%
Value ($000) $66 Shares 613 Est. Cost $103.40 Unrealized
HEWLETT-PACKARD CO 0.0%
Value ($000) $64 Shares 2,282 Est. Cost $23.98 Unrealized
IVV ISHARES S&P 500 INDEX ETF 0.0%
Value ($000) $64 Shares 344 Est. Cost $159.88 Unrealized
BP PRUDHOE BAY ROYALTY TR 0.0%
Value ($000) $63 Shares 791 Est. Cost $79.65 Unrealized
ILCB ISHARES TR LRGE CORE INDX ETF 0.0%
Value ($000) $61 Shares 567 Est. Cost $96.26 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $61 Shares 960 Est. Cost $47.95 Unrealized -7.0%
EQT EQUITABLE RES INC 0.0%
Value ($000) $61 Shares 674 Est. Cost $37.67 Unrealized +15.0%
RYL BK SCOT 6.125% ADR F SPONSORED ADR 0.0%
Value ($000) $60 Shares 3,000 Est. Cost $20.67 Unrealized
DIS WALT DISNEY CO 0.0%
Value ($000) $59 Shares 775 Est. Cost $56.96 Unrealized +8.3%
EXPRESS SCRIPTS INC 0.0%
Value ($000) $58 Shares 831 Est. Cost $61.37 Unrealized
ROYAL DUTCH SHELL PLC-ADR 0.0%
Value ($000) $57 Shares 794 Est. Cost $64.23 Unrealized
BND VANGUARD TOTAL BOND MARKET 0.0%
Value ($000) $57 Shares 717 Est. Cost $81.12 Unrealized
BARRICK GOLD CORP F 0.0%
Value ($000) $57 Shares 3,221 Est. Cost $17.70 Unrealized
BARCLAYS BK PLC 8.125% PERP NON CUM PFD ADR CALLABLE 0.0%
Value ($000) $55 Shares 2,175 Est. Cost $25.29 Unrealized
HEALTH CARE REIT INC 0.0%
Value ($000) $54 Shares 1,008 Est. Cost $64.07 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY 0.0%
Value ($000) $54 Shares 600 Est. Cost $73.95 Unrealized
VOX VANGUARD TELECOMMUNICATIONS SERVICES ETF 0.0%
Value ($000) $53 Shares 630 Est. Cost $79.37 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND ETF 0.0%
Value ($000) $52 Shares 615 Est. Cost $84.52 Unrealized
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $52 Shares 1,038 Est. Cost $24.01 Unrealized +11.8%
SBR SABINE ROYALTY TRUST 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $52.00 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $51 Shares 664 Est. Cost $40.44 Unrealized +7.4%
NY COMMUNITY BANCORP INC 0.0%
Value ($000) $51 Shares 3,040 Est. Cost $14.14 Unrealized
NORTHERN LTS ETF TR ARROW DOW JONES GLOBAL YIELD ETF 0.0%
Value ($000) $50 Shares 1,871 Est. Cost $25.61 Unrealized
GLAXOSMITHKLINE PLC ADR 0.0%
Value ($000) $50 Shares 941 Est. Cost $50.15 Unrealized
SHIP FINANCE INTERNATIONAL 0.0%
Value ($000) $49 Shares 3,010 Est. Cost $14.99 Unrealized
VODAFONE GROUP NEW ADR F 0.0%
Value ($000) $47 Shares 1,190 Est. Cost $28.57 Unrealized
PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT 0.0%
Value ($000) $47 Shares 1,765 Est. Cost $27.20 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $47 Shares 277 Est. Cost $57.06 Unrealized +6.1%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $46 Shares 504 Est. Cost $69.27 Unrealized 0.0%
SWX SOUTHWEST GAS CORP 0.0%
Value ($000) $45 Shares 800 Est. Cost $48.72 Unrealized +8.6%
PIMCO HIGH INCOME FD 0.0%
Value ($000) $45 Shares 3,900 Est. Cost $11.79 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $45 Shares 878 Est. Cost $33.21 Unrealized +24.3%
IDCC INTERDIGITAL COMM CORP 0.0%
Value ($000) $44 Shares 1,500 Est. Cost $44.80 Unrealized -24.4%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $44 Shares 455 Est. Cost $83.52 Unrealized
ROCKWELL MEDICAL TECH INC 0.0%
Value ($000) $44 Shares 4,200 Est. Cost $11.43 Unrealized
MDY S & P MID CAP 400 DEP RCPTS MID CAP 0.0%
Value ($000) $43 Shares 175 Est. Cost $213.52 Unrealized
MUB ISHARES AMT-FREE MUNI BOND ETF 0.0%
Value ($000) $42 Shares 409 Est. Cost $105.53 Unrealized
ROYAL BK OF SCOTLAND7.65% NON-CUM PFD SPONS ADR SER F REPSTG PREF F 0.0%
Value ($000) $41 Shares 1,649 Est. Cost $24.72 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $40 Shares 1,140 Est. Cost $24.30 Unrealized 0.0%
MDU M D U RES GROUP INC 0.0%
Value ($000) $40 Shares 1,296 Est. Cost $6.58 Unrealized +18.6%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $40 Shares 444 Est. Cost $63.67 Unrealized +4.9%
EL PASO PIPELINE PRT 0.0%
Value ($000) $39 Shares 1,088 Est. Cost $42.26 Unrealized
LTC LTC PROPERTIES INC 0.0%
Value ($000) $38 Shares 1,062 Est. Cost $39.41 Unrealized
KOF COCA COLA FEMSA SA SPON ADR SPONSORED ADR 0.0%
Value ($000) $38 Shares 310 Est. Cost $140.07 Unrealized
FIRST NIAGARA FINANCIAL GROUP, CMN 0.0%
Value ($000) $37 Shares 3,530 Est. Cost $10.20 Unrealized
ZBH ZIMMER HLDGS INC 0.0%
Value ($000) $37 Shares 400 Est. Cost $67.30 Unrealized +16.3%
RAYTHEON CO COM NEW 0.0%
Value ($000) $36 Shares 400 Est. Cost $65.00 Unrealized
WHOLE FOODS MARKET INC 0.0%
Value ($000) $36 Shares 620 Est. Cost $51.61 Unrealized
MMLP MARTIN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $36 Shares 850 Est. Cost $43.53 Unrealized
HALO HALO TECHNOLOGY HOLDINGS INC 0.0%
Value ($000) $36 Shares 2,415 Est. Cost $12.86 Unrealized 0.0%
CWT CALIFORNIA WTR SVC GROUP INC 0.0%
Value ($000) $35 Shares 1,528 Est. Cost $15.03 Unrealized +11.2%
PAA PLAINS ALL AMERICAN PIPELINE LP 0.0%
Value ($000) $35 Shares 670 Est. Cost $55.22 Unrealized
ORCL ORACLE CORPORATION 0.0%
Value ($000) $35 Shares 918 Est. Cost $27.78 Unrealized +3.6%
AWR AMERICAN STATES WATER CO 0.0%
Value ($000) $35 Shares 1,212 Est. Cost $22.01 Unrealized 0.0%
RGR STURM RUGER & CO INC 0.0%
Value ($000) $35 Shares 473 Est. Cost $53.75 Unrealized +31.2%
ACTAVIS INC 0.0%
Value ($000) $34 Shares 200 Est. Cost $170.00 Unrealized
NATURAL RESOURCE PARTNERS LP 0.0%
Value ($000) $34 Shares 1,714 Est. Cost $20.42 Unrealized
IJT ISHARES S&P SMALLCAP 600 GROWTH ETF 0.0%
Value ($000) $34 Shares 289 Est. Cost $97.97 Unrealized
NUVEEN CALIF MUN VALUE FD INC 0.0%
Value ($000) $33 Shares 3,590 Est. Cost $9.49 Unrealized
BMO BANK OF MONTREAL QUEISIN #CA0636711016 SEDOL #2076009 0.0%
Value ($000) $33 Shares 500 Est. Cost $41.62 Unrealized 0.0%
DTE DTE ENERGY CO 0.0%
Value ($000) $33 Shares 490 Est. Cost $38.28 Unrealized -0.7%
ROYCE VALUE TR INC 0.0%
Value ($000) $32 Shares 2,027 Est. Cost $15.23 Unrealized
XPMAX PIONEER MUN HIGH INCOME ADVANTAGE TR 0.0%
Value ($000) $32 Shares 2,484 Est. Cost $14.64 Unrealized
LAZARD LTD SHS -A - 0.0%
Value ($000) $32 Shares 713 Est. Cost $44.88 Unrealized
COVIDIEN LTD IRELAND 0.0%
Value ($000) $32 Shares 465 Est. Cost $62.37 Unrealized
GUGGENHEIM BRIC 0.0%
Value ($000) $32 Shares 909 Est. Cost $30.91 Unrealized
HOSPITALITY PROPERTIES TRUST 0.0%
Value ($000) $32 Shares 1,189 Est. Cost $26.07 Unrealized
ENERPLUS CORP 0.0%
Value ($000) $31 Shares 1,720 Est. Cost $14.53 Unrealized
SJNK SPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $31 Shares 1,018 Est. Cost $30.84 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $31 Shares 500 Est. Cost $56.00 Unrealized
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $31 Shares 283 Est. Cost $95.41 Unrealized
BREITBURN ENERGY PARTNERS L P COM UNIT LTD PARTNERSHIP INT 0.0%
Value ($000) $30 Shares 1,465 Est. Cost $18.04 Unrealized
TEXTAINER GROUP HOLDINGS LTD SHS 0.0%
Value ($000) $30 Shares 742 Est. Cost $38.11 Unrealized
NUVEEN CALIF SELECT TAX FREE INCOME PORTFOLIO-SBI 0.0%
Value ($000) $30 Shares 2,247 Est. Cost $14.24 Unrealized
XILINX INC 0.0%
Value ($000) $29 Shares 636 Est. Cost $45.41 Unrealized
EMPIRE DIST ELEC CO 0.0%
Value ($000) $29 Shares 1,300 Est. Cost $22.31 Unrealized
AMERICA MOVIL SERIES L ADR 0.0%
Value ($000) $29 Shares 1,241 Est. Cost $19.50 Unrealized
NUSTAR GP HOLDINGS LLC UNITS RPSTG LTD LBLTY COINT 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $27.00 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $28 Shares 372 Est. Cost $69.29 Unrealized
TRIANGLE CAPITAL CORPORATION 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $28.00 Unrealized
UNILEVER PLC ADR NEW 0.0%
Value ($000) $27 Shares 645 Est. Cost $40.31 Unrealized
VBK VANGUARD SMALL CAP GROWTH ETF 0.0%
Value ($000) $27 Shares 224 Est. Cost $102.68 Unrealized
BARCLAYS BK PLC ETN F 0.0%
Value ($000) $27 Shares 234 Est. Cost $115.38 Unrealized
FMC TECHNOLOGIES INC 0.0%
Value ($000) $26 Shares 500 Est. Cost $56.00 Unrealized
FPPP FIELDPOINT PETE CORPCOM 0.0%
Value ($000) $26 Shares 6,270 Est. Cost $3.90 Unrealized +13.9%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $26 Shares 500 Est. Cost $29.24 Unrealized 0.0%
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $26 Shares 200 Est. Cost $7.19 Unrealized +17.2%
PNW PINNACLE WEST CAPITAL CP 0.0%
Value ($000) $26 Shares 500 Est. Cost $35.40 Unrealized -3.9%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $26 Shares 500 Est. Cost $17.48 Unrealized 0.0%
CUTWATER SELECT INC FUND 0.0%
Value ($000) $26 Shares 1,397 Est. Cost $18.61 Unrealized
VNQ VANGUARD REIT INDEX 0.0%
Value ($000) $26 Shares 407 Est. Cost $68.54 Unrealized
WILLIAMS PARTNERS L P COM UNIT LTD PARTNERSHIP INT 0.0%
Value ($000) $25 Shares 500 Est. Cost $52.00 Unrealized
ROYAL BK SCOT 7.25% ADRF SPONSORED ADR 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $24.00 Unrealized
XPHDX PIONEER FLOATING RATE TR 0.0%
Value ($000) $24 Shares 1,900 Est. Cost $13.16 Unrealized
NUVEEN MUN ADVANTAGEFD INC 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $13.50 Unrealized
BARCLAYS BK PLC 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $25.00 Unrealized
ENBRIDGE ENERGY PARTNERS LP 0.0%
Value ($000) $24 Shares 805 Est. Cost $30.90 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $24 Shares 200 Est. Cost $86.56 Unrealized +9.9%
C CITIGROUP INC 0.0%
Value ($000) $24 Shares 458 Est. Cost $36.17 Unrealized +4.1%
IYM ISHARES DJ US BASIC MATERIALS 0.0%
Value ($000) $24 Shares 290 Est. Cost $65.52 Unrealized
SUB ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD 0.0%
Value ($000) $24 Shares 227 Est. Cost $105.03 Unrealized
IXC ISHARES S&P GLOBAL ENERGY 0.0%
Value ($000) $24 Shares 560 Est. Cost $37.50 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $23 Shares 241 Est. Cost $82.87 Unrealized
IDU ISHARES DOW JONES US UTILITIES 0.0%
Value ($000) $23 Shares 237 Est. Cost $96.03 Unrealized
JOHN HANCOCK PREFERRED INCOME FUND II 0.0%
Value ($000) $23 Shares 1,298 Est. Cost $20.80 Unrealized
XMHIX PIONEER MUN HIGH INCOME TR COM SHS 0.0%
Value ($000) $22 Shares 1,588 Est. Cost $14.92 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $22 Shares 400 Est. Cost $24.43 Unrealized +23.3%
SENIOR HOUSING PROPERTIES TRUST 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $26.00 Unrealized
UNILEVER N V NY SHS NEWF N Y REGISTRY SHARES 0.0%
Value ($000) $22 Shares 546 Est. Cost $38.46 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $22 Shares 260 Est. Cost $71.93 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH INDEX 0.0%
Value ($000) $21 Shares 155 Est. Cost $114.49 Unrealized
NUVEEN QUALIFY PFD INCOME FD 3 0.0%
Value ($000) $21 Shares 2,706 Est. Cost $8.43 Unrealized
NORTHWEST NAT GAS CO 0.0%
Value ($000) $21 Shares 500 Est. Cost $42.11 Unrealized
PIMCO CORPORATE OPPORTUNITY FUND 0.0%
Value ($000) $21 Shares 1,195 Est. Cost $19.25 Unrealized
HEALTHCARE RLTY TR 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $26.00 Unrealized
BHP BILLITON PLC SPON ADR 0.0%
Value ($000) $20 Shares 320 Est. Cost $50.00 Unrealized
GABELLI GLOBAL UTIL & INCOME TR COM SH 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $19.00 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $20 Shares 232 Est. Cost $77.56 Unrealized
VANGUARD NATURAL RES 0.0%
Value ($000) $20 Shares 686 Est. Cost $27.70 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.0%
Value ($000) $20 Shares 400 Est. Cost $45.00 Unrealized
IYR ISHARES TRUST DOW JONES US REAL ESTATE INDEX FUND 0.0%
Value ($000) $19 Shares 300 Est. Cost $66.67 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $19 Shares 200 Est. Cost $60.00 Unrealized +6.3%
FCX FREEPORT MCMORAN COPPER 0.0%
Value ($000) $19 Shares 502 Est. Cost $24.45 Unrealized +23.0%
FRONTIER COMMUNICATIONS 0.0%
Value ($000) $19 Shares 4,005 Est. Cost $4.00 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $19 Shares 820 Est. Cost $25.34 Unrealized -22.1%
NUVEEN INSD QUALITY MUNICIPAL FD INC 0.0%
Value ($000) $19 Shares 1,600 Est. Cost $13.13 Unrealized
POWERSHARES QQQ TR 0.0%
Value ($000) $18 Shares 200 Est. Cost $71.30 Unrealized
PBA PEMBINA PIPELINE CORPORATION 0.0%
Value ($000) $18 Shares 511 Est. Cost $16.67 Unrealized +5.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $18 Shares 124 Est. Cost $76.24 Unrealized +27.4%
BHP BHP BILLITON LTD ADR 0.0%
Value ($000) $18 Shares 261 Est. Cost $68.97 Unrealized
CELJF CELLCOM ISRAEL LTD SHS ISIN #IL0011015349 0.0%
Value ($000) $17 Shares 1,205 Est. Cost $8.92 Unrealized +40.6%
TDAX FUNDS INC INDEPENDENCE 2020 ETF 0.0%
Value ($000) $17 Shares 625 Est. Cost $25.60 Unrealized
JOHN HANCOCK INCOME SECURITIES TRUST-SBI 0.0%
Value ($000) $17 Shares 1,200 Est. Cost $15.83 Unrealized
NISKA GAS STORAGE PARTNERS LLC UNIT LTD LIABILITY CO INTS 0.0%
Value ($000) $17 Shares 1,175 Est. Cost $15.32 Unrealized
WPX ENERGY INC COM USD1 0.0%
Value ($000) $17 Shares 856 Est. Cost $18.69 Unrealized
NOBLE CORP F 0.0%
Value ($000) $16 Shares 431 Est. Cost $37.12 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $16 Shares 208 Est. Cost $38.97 Unrealized +4.9%
POWERSHARES INDIA PORTFOLIO 0.0%
Value ($000) $16 Shares 910 Est. Cost $16.48 Unrealized
JOHN HANCOCK PREFERRED INCOME FUND III 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $18.00 Unrealized
BLDRS INDEX FDS TR DEVELOPED MKTS 0.0%
Value ($000) $16 Shares 625 Est. Cost $21.10 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $15 Shares 300 Est. Cost $32.26 Unrealized +1.9%
NUVEEN DIVID ADVANTAGE MUN FD 3 COM 0.0%
Value ($000) $15 Shares 1,250 Est. Cost $13.60 Unrealized
CRT CROSS TIMBERS ROYALTY TRUST 0.0%
Value ($000) $15 Shares 500 Est. Cost $28.00 Unrealized
NUVEEN QUALITY PFD INCOME FD 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $8.50 Unrealized
MUNIYIELD INSD FD INC 0.0%
Value ($000) $14 Shares 1,072 Est. Cost $13.99 Unrealized
NUVEEN INS CALIFORNIA TAX FREE CLOSED END 0.0%
Value ($000) $14 Shares 1,149 Est. Cost $13.93 Unrealized
TEEKAY LNG PARTNERS L P UNIT LTD PARTNERSHIP INT 0.0%
Value ($000) $14 Shares 336 Est. Cost $42.96 Unrealized
ALLIANCE BERNSTEIN INCOME FUND 0.0%
Value ($000) $14 Shares 2,000 Est. Cost $7.50 Unrealized
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $14.00 Unrealized
POWERSHARES GLOBAL PREFERRED ETF 0.0%
Value ($000) $14 Shares 1,056 Est. Cost $14.20 Unrealized
BARCLAYS BK PLC ETN F 0.0%
Value ($000) $14 Shares 115 Est. Cost $121.74 Unrealized
BLACKROCK MUN BD TR 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $15.00 Unrealized
FISV FISERV INC 0.0%
Value ($000) $13 Shares 222 Est. Cost $24.45 Unrealized +10.3%
VALE VALE SA (ADR) 0.0%
Value ($000) $13 Shares 870 Est. Cost $12.64 Unrealized
UDR UNITED DOMINION RLTYTR INC 0.0%
Value ($000) $13 Shares 555 Est. Cost $15.84 Unrealized -1.5%
YORW YORK WTR CO 0.0%
Value ($000) $13 Shares 614 Est. Cost $14.26 Unrealized +12.5%
DOW CHEMICAL CO 0.0%
Value ($000) $13 Shares 285 Est. Cost $38.60 Unrealized
NEE NEXTERA ENERGY INC SHS 0.0%
Value ($000) $13 Shares 150 Est. Cost $14.15 Unrealized +8.1%
BARCLAYS BK PLC ADR PFD SHS SER 3 DIVD - 7.10% 0.0%
Value ($000) $13 Shares 527 Est. Cost $25.52 Unrealized
ANADARKO PETE CORP 0.0%
Value ($000) $13 Shares 165 Est. Cost $78.79 Unrealized
SNY SANOFI SA 0.0%
Value ($000) $12 Shares 225 Est. Cost $53.33 Unrealized
TIM HORTONS INC COM 0.0%
Value ($000) $12 Shares 210 Est. Cost $52.88 Unrealized
DEM WISDOMTREE EMERGING MARKETS EQUITY INCOME ETF 0.0%
Value ($000) $12 Shares 240 Est. Cost $50.00 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $12 Shares 154 Est. Cost $71.43 Unrealized
NUVEEN PREM INCOME MUN FD INC 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $13.00 Unrealized
PCM FD INC 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $12.00 Unrealized
HSBC HSBC HOLDINGS PLC SPONS ADR 0.0%
Value ($000) $12 Shares 210 Est. Cost $57.14 Unrealized
EWZ ISHARES MSCI BRAZIL INDEX FD ETF 0.0%
Value ($000) $12 Shares 275 Est. Cost $43.64 Unrealized
VV VANGUARD LARGE CAP 0.0%
Value ($000) $11 Shares 132 Est. Cost $75.92 Unrealized
WISCONSIN ENERGY CORP HLDG CO 0.0%
Value ($000) $11 Shares 266 Est. Cost $41.35 Unrealized
NEXPOINT CREDIT STRATEGIES FD COM 0.0%
Value ($000) $11 Shares 1,211 Est. Cost $8.26 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $11 Shares 145 Est. Cost $50.36 Unrealized 0.0%
PCG PG&E CORP 0.0%
Value ($000) $11 Shares 275 Est. Cost $38.88 Unrealized -9.3%
CRESTWOOD MIDSTREAM PARTNERS LP NEW UNITLTD PARTNERSHIP INT 0.0%
Value ($000) $11 Shares 432 Est. Cost $25.46 Unrealized
POTASH CORP SASK INC 0.0%
Value ($000) $11 Shares 325 Est. Cost $33.85 Unrealized
V VISA INC 0.0%
Value ($000) $11 Shares 49 Est. Cost $46.29 Unrealized 0.0%
WESTERN ASSET MANAGED MUNS FD INC 0.0%
Value ($000) $11 Shares 892 Est. Cost $13.84 Unrealized
CALAMOS CONV & HIGH INCOME FD COM SHS 0.0%
Value ($000) $11 Shares 876 Est. Cost $12.56 Unrealized
GABELLI EQUITY TRUST INC 0.0%
Value ($000) $11 Shares 1,386 Est. Cost $6.49 Unrealized
CHESAPEAKE ENERGY CORPORATION 0.0%
Value ($000) $11 Shares 401 Est. Cost $20.00 Unrealized
HD HOME DEPOT 0.0%
Value ($000) $10 Shares 126 Est. Cost $56.98 Unrealized +3.0%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $10 Shares 116 Est. Cost $54.78 Unrealized +8.5%
INTEGRYS ENERGY GROUP INC 0.0%
Value ($000) $10 Shares 179 Est. Cost $55.87 Unrealized
CHUBB CORP 0.0%
Value ($000) $10 Shares 101 Est. Cost $90.09 Unrealized
HEALTH CARE PPTY INVS INC 0.0%
Value ($000) $10 Shares 270 Est. Cost $37.04 Unrealized
HIW HIGHWOODS PPTYS INC 0.0%
Value ($000) $10 Shares 280 Est. Cost $35.71 Unrealized
CMCSA COMCAST CORP CL A 0.0%
Value ($000) $10 Shares 190 Est. Cost $18.38 Unrealized 0.0%
PIMCO INCOME STRATEGY FUND II 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $11.00 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $10 Shares 163 Est. Cost $55.56 Unrealized
TM TOYOTA MTRS CORP ADRREPSTG 2 SHRS 0.0%
Value ($000) $10 Shares 80 Est. Cost $125.00 Unrealized
DBX-Trackers 2030 Target Date Fund 0.0%
Value ($000) $10 Shares 363 Est. Cost $24.79 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $10 Shares 154 Est. Cost $37.00 Unrealized +10.9%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $38.68 Unrealized +33.1%
RYN RAYONIER INC REIT 0.0%
Value ($000) $9 Shares 225 Est. Cost $40.00 Unrealized
STAPLES INC 0.0%
Value ($000) $9 Shares 549 Est. Cost $14.68 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $10.00 Unrealized
NNN NATIONAL RETAIL PPTYS 0.0%
Value ($000) $9 Shares 310 Est. Cost $29.03 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $9 Shares 225 Est. Cost $40.19 Unrealized
COACH INC 0.0%
Value ($000) $9 Shares 161 Est. Cost $55.90 Unrealized
NUVEEN QUALITY PFD INCOME FD 2 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $8.95 Unrealized
SAP SAP AKTIENGESELLSCHAFT ADR 0.0%
Value ($000) $8 Shares 95 Est. Cost $84.21 Unrealized
NUSTAR ENERGY LP UNIT 0.0%
Value ($000) $8 Shares 157 Est. Cost $39.19 Unrealized
PACHOLDER HIGH YIELD FUND INC 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $8.00 Unrealized
MACQUARIE INFRASTRUCTURE CO TR 0.0%
Value ($000) $8 Shares 150 Est. Cost $53.33 Unrealized
NORTHEAST UTILITIES 0.0%
Value ($000) $8 Shares 185 Est. Cost $43.24 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $8 Shares 48 Est. Cost $166.67 Unrealized
IP INTL PAPER CO 0.0%
Value ($000) $7 Shares 139 Est. Cost $25.91 Unrealized +0.4%
CAG CONAGRA FOODS INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $17.69 Unrealized -6.3%
F FORD MOTOR COMPANY 0.0%
Value ($000) $7 Shares 460 Est. Cost $9.02 Unrealized -0.2%
RY ROYAL BANK OF CANADA 0.0%
Value ($000) $7 Shares 100 Est. Cost $66.31 Unrealized 0.0%
SIEGY SIEMENS A G SPON ADR 0.0%
Value ($000) $7 Shares 54 Est. Cost $129.63 Unrealized
AIVL WISDOMTREE DIVIDEND EX-FINANCIALS ETF 0.0%
Value ($000) $7 Shares 103 Est. Cost $59.41 Unrealized
PETSMART INC 0.0%
Value ($000) $7 Shares 101 Est. Cost $69.31 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $7 Shares 153 Est. Cost $30.79 Unrealized +10.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $7 Shares 163 Est. Cost $27.04 Unrealized +8.8%
LYG LLOYDS TSB GROUP PLC 0.0%
Value ($000) $7 Shares 1,343 Est. Cost $5.21 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $6 Shares 161 Est. Cost $23.98 Unrealized +1.7%
NUVEEN SR INCOME FD COM 0.0%
Value ($000) $6 Shares 800 Est. Cost $7.50 Unrealized
MUNIHOLDINGS FD II INC 0.0%
Value ($000) $6 Shares 420 Est. Cost $14.29 Unrealized
SILVER WHEATON CORP 0.0%
Value ($000) $6 Shares 300 Est. Cost $20.00 Unrealized
NVO NOVO-NORDISK A/S ADR ADR CMN 0.0%
Value ($000) $6 Shares 34 Est. Cost $176.47 Unrealized
PBT PERMIAN BASIN REALTY 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.00 Unrealized
GABELLI UTILITY TR 0.0%
Value ($000) $6 Shares 1,012 Est. Cost $6.92 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE INDEX 0.0%
Value ($000) $5 Shares 75 Est. Cost $53.33 Unrealized
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $5 Shares 108 Est. Cost $46.30 Unrealized
PIMCO CORPORATE INCOME FD 0.0%
Value ($000) $5 Shares 300 Est. Cost $17.87 Unrealized
CST BRANDS INC COM* 0.0%
Value ($000) $4 Shares 115 Est. Cost $31.25 Unrealized
ING CLARION GLOBAL REAL ESTATE 0.0%
Value ($000) $4 Shares 500 Est. Cost $10.00 Unrealized
GOLDCORP INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $25.00 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $27.66 Unrealized +5.8%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $4 Shares 115 Est. Cost $34.78 Unrealized
MALLINCKRODT PUB LTD CO SHS 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
YAMANA GOLD INC ISIN #CA98462Y1007 0.0%
Value ($000) $3 Shares 319 Est. Cost $9.40 Unrealized
GM GENERAL MOTORS CORP 0.0%
Value ($000) $3 Shares 82 Est. Cost $23.68 Unrealized +19.0%
INCONTACT INC 0.0%
Value ($000) $2 Shares 220 Est. Cost $9.09 Unrealized
CGI GROUP CL A 0.0%
Value ($000) $2 Shares 47 Est. Cost $42.55 Unrealized
BLACKROCK INCOME OPPORTUNITY TRUST INC 0.0%
Value ($000) $2 Shares 221 Est. Cost $9.05 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $2 Shares 19 Est. Cost $30.53 Unrealized 0.0%
ANGLOGOLD ASHANTI LTD SPONS ADR 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
FSS FEDERAL SIGNAL CORP 0.0%
Value ($000) $1 Shares 99 Est. Cost $7.25 Unrealized +72.5%
PROSHARES TR ULTRA SHORT FTSE XINHUA CHINA 25 FD 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.18 Unrealized
GSG ISHARES GSCI COMMODITY INDEXED TR ETF 0.0%
Value ($000) $1 Shares 38 Est. Cost $21.74 Unrealized
CENTURYLINK INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $32.26 Unrealized
GENERAL MTRS CO WTS EXP 07/10/2019 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
COLDWATER CREEK INC 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
ENCANA CORPORATION F 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized