Nelson Capital Management, LLC Diversified Active

CIK: 0001512611 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 31, 2014

Total Value ($000): $264,964 (100.0% shares, 0.0% debt)

Holdings (322)

SLB Schlumberger Ltd 4.2%
Value ($000) $11,088 Shares 109,039 Est. Cost $65.06 Unrealized +22.2%
IVZ Invesco Ltd 3.6%
Value ($000) $9,658 Shares 244,633 Est. Cost $19.14 Unrealized +25.4%
WhiteWave Foods Co. 3.5%
Value ($000) $9,334 Shares 256,910 Est. Cost $34.33 Unrealized
TJX TJX Companies Inc. 3.3%
Value ($000) $8,626 Shares 145,791 Est. Cost $22.47 Unrealized +7.4%
UPS United Parcel Service 3.1%
Value ($000) $8,085 Shares 82,257 Est. Cost $60.42 Unrealized +9.8%
Amazon Com Inc. 3.0%
Value ($000) $8,040 Shares 24,934 Est. Cost $314.06 Unrealized
DEO Diageo PLC-SP ADR 3.0%
Value ($000) $8,037 Shares 69,645 Est. Cost $116.02 Unrealized
QCOM Qualcomm Inc 3.0%
Value ($000) $7,935 Shares 106,131 Est. Cost $46.33 Unrealized +19.6%
COST Costco Wholesale Corp 2.9%
Value ($000) $7,766 Shares 61,973 Est. Cost $87.15 Unrealized +11.5%
PAYX Paychex Inc. 2.8%
Value ($000) $7,502 Shares 169,733 Est. Cost $25.53 Unrealized +16.5%
AKAM Akamai Technologies 2.8%
Value ($000) $7,455 Shares 124,667 Est. Cost $43.17 Unrealized +39.2%
GWW W.W. Grainger, Inc. 2.8%
Value ($000) $7,320 Shares 29,090 Est. Cost $211.13 Unrealized -3.4%
DIS Disney (Walt & Co.) 2.8%
Value ($000) $7,294 Shares 81,923 Est. Cost $57.50 Unrealized +37.9%
CVX Chevron Corp. 2.7%
Value ($000) $7,242 Shares 60,691 Est. Cost $71.70 Unrealized +9.5%
XLU Utilities Sector SPDR 2.3%
Value ($000) $6,177 Shares 146,765 Est. Cost $38.21 Unrealized
NVS Novartis A G Spon ADR 2.3%
Value ($000) $6,137 Shares 65,193 Est. Cost $72.95 Unrealized
Praxair Inc 2.2%
Value ($000) $5,891 Shares 45,663 Est. Cost $116.53 Unrealized
Royal Dutch Shell PLC 2.1%
Value ($000) $5,463 Shares 69,044 Est. Cost $68.15 Unrealized
CSCO Cisco Systems Inc. 2.0%
Value ($000) $5,387 Shares 214,044 Est. Cost $15.36 Unrealized +15.2%
TRV Travelers Companies Inc. 2.0%
Value ($000) $5,312 Shares 56,543 Est. Cost $72.50 Unrealized 0.0%
GILD Gilead Sciences 2.0%
Value ($000) $5,272 Shares 49,526 Est. Cost $38.57 Unrealized +76.4%
Varian Medical Systems Inc. 2.0%
Value ($000) $5,179 Shares 64,637 Est. Cost $68.65 Unrealized
FFIV F5 Networks 1.9%
Value ($000) $5,151 Shares 43,380 Est. Cost $80.16 Unrealized +46.6%
VZ Verizon Communications 1.9%
Value ($000) $5,124 Shares 102,499 Est. Cost $27.04 Unrealized +2.8%
USB US Bancorp 1.9%
Value ($000) $5,095 Shares 121,802 Est. Cost $22.91 Unrealized +24.0%
TROW T. Rowe Price Group Inc 1.7%
Value ($000) $4,610 Shares 58,797 Est. Cost $48.21 Unrealized +9.1%
Celgene Corp. 1.7%
Value ($000) $4,559 Shares 48,098 Est. Cost $86.56 Unrealized
Methanex Corp. 1.6%
Value ($000) $4,305 Shares 64,440 Est. Cost $66.81 Unrealized
MAS Masco Corp 1.6%
Value ($000) $4,265 Shares 178,290 Est. Cost $15.90 Unrealized +5.0%
Time Warner Inc 1.5%
Value ($000) $4,088 Shares 54,358 Est. Cost $75.21 Unrealized
CRM Salesforce.com 1.5%
Value ($000) $4,077 Shares 70,865 Est. Cost $55.64 Unrealized 0.0%
ORCL Oracle Corp. 1.5%
Value ($000) $3,956 Shares 103,337 Est. Cost $28.07 Unrealized +21.9%
Sun Hydraulics Corp 1.5%
Value ($000) $3,950 Shares 105,081 Est. Cost $32.08 Unrealized
JPM J.P.Morgan Chase & Co 1.4%
Value ($000) $3,682 Shares 61,119 Est. Cost $39.91 Unrealized +8.1%
HXL Hexcel Corp 1.4%
Value ($000) $3,677 Shares 92,627 Est. Cost $33.15 Unrealized +18.9%
BRO Brown & Brown Inc 1.4%
Value ($000) $3,615 Shares 112,453 Est. Cost $13.96 Unrealized +1.7%
Hess Corporation 1.2%
Value ($000) $3,278 Shares 34,755 Est. Cost $69.26 Unrealized
Cavium Networks, Inc. 1.1%
Value ($000) $3,013 Shares 60,581 Est. Cost $36.78 Unrealized
Apple Computer 1.1%
Value ($000) $2,886 Shares 28,644 Est. Cost $126.98 Unrealized
XLK Technology Sector SPDR 1.1%
Value ($000) $2,784 Shares 69,780 Est. Cost $31.06 Unrealized
Bio-Reference Labs 0.8%
Value ($000) $2,247 Shares 80,080 Est. Cost $27.47 Unrealized
XLV Healthcare SPDR 0.5%
Value ($000) $1,410 Shares 22,059 Est. Cost $49.04 Unrealized
AT&T Corp 0.5%
Value ($000) $1,312 Shares 37,217 Est. Cost $34.44 Unrealized
XLE Energy Select SPDR 0.5%
Value ($000) $1,253 Shares 13,826 Est. Cost $79.32 Unrealized
XLP Consumer Staples SPDR 0.5%
Value ($000) $1,230 Shares 27,258 Est. Cost $39.74 Unrealized
XOM Exxon Mobil Corp 0.5%
Value ($000) $1,215 Shares 12,920 Est. Cost $53.82 Unrealized +14.3%
XLI Industrial Sector SPDR 0.4%
Value ($000) $1,189 Shares 22,376 Est. Cost $42.63 Unrealized
XLF Financial Select Sector 0.4%
Value ($000) $1,167 Shares 50,371 Est. Cost $20.13 Unrealized
American Express 0.4%
Value ($000) $1,120 Shares 12,790 Est. Cost $75.90 Unrealized
GOLD Trust ETF 0.4%
Value ($000) $984 Shares 8,470 Est. Cost $118.99 Unrealized
XLY Consumer Disc SPDR 0.4%
Value ($000) $974 Shares 14,598 Est. Cost $57.69 Unrealized
KO Coca-Cola 0.3%
Value ($000) $923 Shares 21,640 Est. Cost $27.87 Unrealized +3.5%
MCD McDonald's Corp 0.3%
Value ($000) $865 Shares 9,120 Est. Cost $71.78 Unrealized -0.7%
XLB Materials Select Sector SPDR 0.3%
Value ($000) $739 Shares 14,911 Est. Cost $39.33 Unrealized
Google Inc Cl-A Vtg 0.3%
Value ($000) $690 Shares 1,173 Est. Cost $729.08 Unrealized
Google Inc Cl-C Non-vtg 0.3%
Value ($000) $686 Shares 1,189 Est. Cost $576.96 Unrealized
CSX CSX Corporation 0.2%
Value ($000) $655 Shares 20,434 Est. Cost $6.99 Unrealized +23.3%
CVS CVS Corporation 0.2%
Value ($000) $589 Shares 7,400 Est. Cost $41.44 Unrealized +38.7%
NSC Norfolk Southern Corporation 0.2%
Value ($000) $497 Shares 4,455 Est. Cost $56.99 Unrealized +45.0%
NUE Nucor Corporation 0.2%
Value ($000) $466 Shares 8,579 Est. Cost $32.86 Unrealized +21.8%
General Electric 0.2%
Value ($000) $438 Shares 17,083 Est. Cost $23.93 Unrealized
IBM Int'l Business Machines 0.1%
Value ($000) $390 Shares 2,057 Est. Cost $118.32 Unrealized -3.4%
National Oilwell Varco INC 0.1%
Value ($000) $380 Shares 5,000 Est. Cost $68.93 Unrealized
Automatic Data Processing 0.1%
Value ($000) $367 Shares 4,417 Est. Cost $73.56 Unrealized
LOW Lowes Companies Inc. 0.1%
Value ($000) $318 Shares 6,000 Est. Cost $32.16 Unrealized +28.1%
QLYS Qualys Inc. 0.1%
Value ($000) $316 Shares 11,883 Est. Cost $12.98 Unrealized +94.2%
INGR Ingredion Inc. 0.1%
Value ($000) $280 Shares 3,690 Est. Cost $69.96 Unrealized +11.1%
ABBV AbbVie Inc. 0.1%
Value ($000) $268 Shares 4,645 Est. Cost $28.74 Unrealized +22.4%
Medtronic Inc. 0.1%
Value ($000) $260 Shares 4,197 Est. Cost $51.43 Unrealized
PG Procter & Gamble Co. 0.1%
Value ($000) $258 Shares 3,086 Est. Cost $55.82 Unrealized +7.0%
Express Scripts Inc 0.1%
Value ($000) $240 Shares 3,400 Est. Cost $61.76 Unrealized
DHR Danaher Corp Del 0.1%
Value ($000) $211 Shares 2,780 Est. Cost $25.01 Unrealized +24.6%
Walgreen Co 0.1%
Value ($000) $208 Shares 3,514 Est. Cost $44.96 Unrealized
HP Helmerich and Payne 0.1%
Value ($000) $196 Shares 2,000 Est. Cost $61.57 Unrealized +72.6%
PowerShares Pfd Portfolio 0.1%
Value ($000) $195 Shares 13,500 Est. Cost $14.30 Unrealized
PEP Pepsico Inc. 0.1%
Value ($000) $190 Shares 2,044 Est. Cost $56.46 Unrealized +14.9%
HON Honeywell International 0.1%
Value ($000) $186 Shares 2,000 Est. Cost $53.13 Unrealized +26.3%
META Facebook 0.1%
Value ($000) $178 Shares 2,247 Est. Cost $38.71 Unrealized +88.2%
Boeing Co. 0.1%
Value ($000) $174 Shares 1,366 Est. Cost $119.89 Unrealized
INTC Intel Corp. 0.1%
Value ($000) $174 Shares 5,000 Est. Cost $18.39 Unrealized +40.0%
EIX Edison Int'l 0.1%
Value ($000) $158 Shares 2,830 Est. Cost $31.66 Unrealized +16.2%
MSFT Microsoft Corp 0.1%
Value ($000) $151 Shares 3,247 Est. Cost $30.59 Unrealized +23.1%
Dow Chemical 0.1%
Value ($000) $147 Shares 2,810 Est. Cost $40.78 Unrealized
Whole Foods Market 0.1%
Value ($000) $138 Shares 3,629 Est. Cost $50.82 Unrealized
F Ford Motor Co 0.1%
Value ($000) $138 Shares 9,330 Est. Cost $9.19 Unrealized +2.1%
JNJ Johnson & Johnson 0.1%
Value ($000) $134 Shares 1,255 Est. Cost $64.78 Unrealized +16.7%
Abbott Labs 0.0%
Value ($000) $132 Shares 3,165 Est. Cost $33.09 Unrealized
HAL Halliburton Co. 0.0%
Value ($000) $129 Shares 2,000 Est. Cost $33.21 Unrealized +66.2%
Visa Inc Com CL A 0.0%
Value ($000) $129 Shares 606 Est. Cost $195.52 Unrealized
Merck & Co 0.0%
Value ($000) $123 Shares 2,078 Est. Cost $47.27 Unrealized
STT State Street Corp 0.0%
Value ($000) $118 Shares 1,609 Est. Cost $45.09 Unrealized +15.5%
Wells Fargo Pfd 0.0%
Value ($000) $114 Shares 5,000 Est. Cost $23.40 Unrealized
United Technologies Corp 0.0%
Value ($000) $112 Shares 1,060 Est. Cost $98.56 Unrealized
US Bancorp 0.0%
Value ($000) $108 Shares 4,000 Est. Cost $27.50 Unrealized
GS Goldman Sachs Group 0.0%
Value ($000) $103 Shares 560 Est. Cost $132.93 Unrealized +5.8%
Duke Energy Corp 0.0%
Value ($000) $100 Shares 1,333 Est. Cost $67.38 Unrealized
HD Home Depot 0.0%
Value ($000) $100 Shares 1,094 Est. Cost $62.48 Unrealized +5.2%
ADBE Adobe Systems Inc 0.0%
Value ($000) $99 Shares 1,425 Est. Cost $44.37 Unrealized +59.7%
COP Conocophillips 0.0%
Value ($000) $98 Shares 1,278 Est. Cost $51.44 Unrealized +10.2%
TSLA Tesla Motors, Inc. 0.0%
Value ($000) $94 Shares 387 Est. Cost $11.68 Unrealized +41.3%
PM Philip Morris International I 0.0%
Value ($000) $90 Shares 1,075 Est. Cost $49.34 Unrealized -2.9%
WFC Wells Fargo 0.0%
Value ($000) $89 Shares 1,714 Est. Cost $35.89 Unrealized +4.2%
MMM 3M Company 0.0%
Value ($000) $85 Shares 602 Est. Cost $71.19 Unrealized +17.3%
Anixter International Inc. 0.0%
Value ($000) $85 Shares 1,000 Est. Cost $88.00 Unrealized
Tocqueville Gold Fund 0.0%
Value ($000) $83 Shares 2,311 Est. Cost $37.67 Unrealized
WMT Wal Mart Stores 0.0%
Value ($000) $81 Shares 1,063 Est. Cost $20.04 Unrealized +1.3%
BMY Bristol Myers Squibb 0.0%
Value ($000) $81 Shares 1,573 Est. Cost $34.26 Unrealized -0.1%
Altria Group Inc. 0.0%
Value ($000) $78 Shares 1,693 Est. Cost $39.53 Unrealized
DLTR Dollar Tree, Inc 0.0%
Value ($000) $78 Shares 1,400 Est. Cost $48.73 Unrealized +13.1%
SRE Sempra Energy 0.0%
Value ($000) $76 Shares 721 Est. Cost $27.60 Unrealized +31.0%
BHP Billiton Ltd ADR 0.0%
Value ($000) $75 Shares 1,276 Est. Cost $66.43 Unrealized
PFE Pfizer Inc 0.0%
Value ($000) $74 Shares 2,510 Est. Cost $17.56 Unrealized -0.7%
Chubb Corp 0.0%
Value ($000) $73 Shares 800 Est. Cost $88.60 Unrealized
Allergan, Inc 0.0%
Value ($000) $69 Shares 388 Est. Cost $90.21 Unrealized
NKE Nike Inc. 0.0%
Value ($000) $68 Shares 758 Est. Cost $30.50 Unrealized +12.7%
ING Group NV 7.20% PFD 0.0%
Value ($000) $68 Shares 2,645 Est. Cost $24.95 Unrealized
IRBTQ iRobot Corp 0.0%
Value ($000) $67 Shares 2,200 Est. Cost $31.24 Unrealized +9.7%
CMCSA Comcast Cl-A 0.0%
Value ($000) $64 Shares 1,181 Est. Cost $19.97 Unrealized +6.0%
Vodafone Group PLC-SP ADR 0.0%
Value ($000) $60 Shares 1,810 Est. Cost $30.36 Unrealized
BP PLC-Spons ADR 0.0%
Value ($000) $59 Shares 1,346 Est. Cost $46.27 Unrealized
Spectra Energy Corp 0.0%
Value ($000) $57 Shares 1,449 Est. Cost $34.54 Unrealized
Citigroup 0.0%
Value ($000) $54 Shares 1,040 Est. Cost $48.24 Unrealized
duPont (E.I.) deNemours 0.0%
Value ($000) $53 Shares 745 Est. Cost $62.55 Unrealized
Bank of America Corp 0.0%
Value ($000) $50 Shares 2,960 Est. Cost $16.43 Unrealized
Amgen 0.0%
Value ($000) $50 Shares 355 Est. Cost $115.86 Unrealized
KMB Kimberly Clark 0.0%
Value ($000) $50 Shares 462 Est. Cost $71.27 Unrealized -0.6%
LinkedIn Corporation 0.0%
Value ($000) $48 Shares 233 Est. Cost $186.56 Unrealized
CDK Global Inc. 0.0%
Value ($000) $48 Shares 1,471 Est. Cost $32.63 Unrealized
Kinder Morgan Energy Partners 0.0%
Value ($000) $47 Shares 500 Est. Cost $86.00 Unrealized
UNP Union Pacific 0.0%
Value ($000) $44 Shares 402 Est. Cost $65.92 Unrealized +21.8%
PAA Plains All American Pipeline 0.0%
Value ($000) $43 Shares 723 Est. Cost $53.25 Unrealized
Twenty-First Century Fox-A 0.0%
Value ($000) $41 Shares 1,200 Est. Cost $34.65 Unrealized
PFG Principal Financial Group 0.0%
Value ($000) $39 Shares 750 Est. Cost $23.49 Unrealized +47.4%
SBUX Starbucks Corporation 0.0%
Value ($000) $39 Shares 520 Est. Cost $27.40 Unrealized +12.6%
ITT Industries Inc 0.0%
Value ($000) $38 Shares 845 Est. Cost $48.52 Unrealized
OXY Occidental Petroleum 0.0%
Value ($000) $38 Shares 400 Est. Cost $63.37 Unrealized +7.4%
ECL Ecolab Inc 0.0%
Value ($000) $37 Shares 325 Est. Cost $73.48 Unrealized +35.1%
PCG PG&E Corp. 0.0%
Value ($000) $37 Shares 820 Est. Cost $39.15 Unrealized +4.3%
Alliance Data Systems Corp 0.0%
Value ($000) $37 Shares 150 Est. Cost $213.33 Unrealized
R Ryder System Inc 0.0%
Value ($000) $37 Shares 410 Est. Cost $83.73 Unrealized +7.1%
SEE Sealed Air Corp 0.0%
Value ($000) $37 Shares 1,060 Est. Cost $28.71 Unrealized 0.0%
Kinder Morgan Management, LLC 0.0%
Value ($000) $35 Shares 375 Est. Cost $93.33 Unrealized
MIDD Middleby Corporation 0.0%
Value ($000) $34 Shares 384 Est. Cost $80.90 Unrealized +2.4%
Monsanto 0.0%
Value ($000) $33 Shares 290 Est. Cost $109.06 Unrealized
Bayer AG-Sponsored ADR 0.0%
Value ($000) $33 Shares 235 Est. Cost $131.01 Unrealized
SGMO Sangamo Biosciences Inc. 0.0%
Value ($000) $32 Shares 3,000 Est. Cost $8.72 Unrealized +49.7%
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $32 Shares 235 Est. Cost $127.66 Unrealized
Raytheon Company 0.0%
Value ($000) $31 Shares 305 Est. Cost $91.80 Unrealized
RPM RPM International Inc. 0.0%
Value ($000) $30 Shares 649 Est. Cost $45.87 Unrealized 0.0%
Royal Dutch Shell PLC A Shrs 0.0%
Value ($000) $30 Shares 400 Est. Cost $72.50 Unrealized
JPMorgan Alerian MLP Index 0.0%
Value ($000) $30 Shares 574 Est. Cost $52.26 Unrealized
Berkshire Hathaway Inc Class 0.0%
Value ($000) $29 Shares 210 Est. Cost $128.57 Unrealized
Suncor Energy Inc. 0.0%
Value ($000) $29 Shares 800 Est. Cost $30.00 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $28 Shares 502 Est. Cost $36.34 Unrealized 0.0%
National Grid PLC 0.0%
Value ($000) $28 Shares 395 Est. Cost $70.89 Unrealized
SCHW Schwab (Charles) Corp 0.0%
Value ($000) $27 Shares 920 Est. Cost $22.85 Unrealized +8.1%
TMO Thermo Fisher Scientific 0.0%
Value ($000) $27 Shares 221 Est. Cost $98.64 Unrealized +19.0%
Johnson Controls Inc 0.0%
Value ($000) $26 Shares 600 Est. Cost $35.79 Unrealized
AZN AstraZeneca 0.0%
Value ($000) $26 Shares 362 Est. Cost $71.82 Unrealized
BCE BCE Inc. 0.0%
Value ($000) $26 Shares 598 Est. Cost $23.14 Unrealized 0.0%
MRSH Marsh & McLennan Companies 0.0%
Value ($000) $26 Shares 500 Est. Cost $40.50 Unrealized +5.5%
EMR Emerson Electric 0.0%
Value ($000) $26 Shares 410 Est. Cost $42.48 Unrealized +12.5%
Bemis Company, Inc. 0.0%
Value ($000) $26 Shares 688 Est. Cost $37.79 Unrealized
BofA Preferred 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $26.00 Unrealized
Steelcase Inc-CL A 0.0%
Value ($000) $25 Shares 1,555 Est. Cost $15.43 Unrealized
HollyFrontier Corporation 0.0%
Value ($000) $25 Shares 571 Est. Cost $43.78 Unrealized
ARCC Ares Capital Corporation 0.0%
Value ($000) $25 Shares 1,531 Est. Cost $5.68 Unrealized 0.0%
AutoZone, Inc. 0.0%
Value ($000) $25 Shares 50 Est. Cost $420.00 Unrealized
DNOW NOW inc 0.0%
Value ($000) $24 Shares 775 Est. Cost $33.70 Unrealized -2.8%
Alcoa Inc. 0.0%
Value ($000) $24 Shares 1,485 Est. Cost $14.81 Unrealized
LLY Lilly Eli & co 0.0%
Value ($000) $24 Shares 363 Est. Cost $43.03 Unrealized +19.4%
CCK Crown Holdings Inc 0.0%
Value ($000) $24 Shares 540 Est. Cost $45.58 Unrealized +0.3%
Cerner Corp 0.0%
Value ($000) $24 Shares 400 Est. Cost $95.00 Unrealized
IYC iShares U.S. Consumer Service 0.0%
Value ($000) $24 Shares 190 Est. Cost $121.05 Unrealized
SWX Southwest Gas Corp 0.0%
Value ($000) $24 Shares 500 Est. Cost $48.72 Unrealized +4.8%
IP International Paper 0.0%
Value ($000) $24 Shares 500 Est. Cost $27.05 Unrealized +5.8%
IYK iShare US Consumer Goods ETF 0.0%
Value ($000) $24 Shares 240 Est. Cost $100.00 Unrealized
ITW Illinois Tool Works 0.0%
Value ($000) $23 Shares 275 Est. Cost $49.85 Unrealized +32.8%
EBAY eBay Inc. 0.0%
Value ($000) $23 Shares 413 Est. Cost $20.32 Unrealized -2.6%
Block H&R 0.0%
Value ($000) $23 Shares 750 Est. Cost $33.33 Unrealized
CL Colgate Palmolive 0.0%
Value ($000) $23 Shares 360 Est. Cost $47.25 Unrealized +7.3%
TGT Target Corp 0.0%
Value ($000) $23 Shares 367 Est. Cost $43.23 Unrealized 0.0%
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $22 Shares 695 Est. Cost $33.09 Unrealized
EMC Corp Mass 0.0%
Value ($000) $22 Shares 750 Est. Cost $23.70 Unrealized
FSAGX Fidelity Select Gold Portfoli 0.0%
Value ($000) $21 Shares 1,103 Est. Cost $23.57 Unrealized
IDU iShares US Utilities ETF 0.0%
Value ($000) $21 Shares 200 Est. Cost $110.00 Unrealized
USAGX USAA Precious Metals & Miners 0.0%
Value ($000) $21 Shares 1,511 Est. Cost $17.21 Unrealized
CAT Caterpillar Inc. 0.0%
Value ($000) $21 Shares 216 Est. Cost $61.55 Unrealized +28.8%
SPDR Oil & Gas Equip & Serv 0.0%
Value ($000) $21 Shares 515 Est. Cost $49.23 Unrealized
BCO Brink's Co 0.0%
Value ($000) $20 Shares 830 Est. Cost $23.51 Unrealized +0.3%
CHD Church & Dwight Co., Inc. 0.0%
Value ($000) $20 Shares 279 Est. Cost $26.18 Unrealized +11.6%
SA Seabridge Gold Inc. 0.0%
Value ($000) $20 Shares 2,500 Est. Cost $11.28 Unrealized -16.6%
Rackspace Hosting 0.0%
Value ($000) $20 Shares 606 Est. Cost $38.21 Unrealized
Diebold Inc. 0.0%
Value ($000) $20 Shares 570 Est. Cost $40.35 Unrealized
Market Vectors Gold Miners ET 0.0%
Value ($000) $20 Shares 955 Est. Cost $26.18 Unrealized
ETFs Gold Trust 0.0%
Value ($000) $20 Shares 165 Est. Cost $133.33 Unrealized
iShares Gold Trust 0.0%
Value ($000) $20 Shares 1,690 Est. Cost $13.02 Unrealized
Powershares DB Oil Fund 0.0%
Value ($000) $19 Shares 797 Est. Cost $26.35 Unrealized
TXN Texas Instruments 0.0%
Value ($000) $18 Shares 386 Est. Cost $28.70 Unrealized +22.5%
WMK Weis Markets, Inc. 0.0%
Value ($000) $18 Shares 450 Est. Cost $31.18 Unrealized +5.8%
NWL Newell Rubbermaid 0.0%
Value ($000) $18 Shares 535 Est. Cost $19.32 Unrealized +11.1%
EQT Midstream Partners LP 0.0%
Value ($000) $18 Shares 200 Est. Cost $60.00 Unrealized
Nimble Storage Inc 0.0%
Value ($000) $17 Shares 661 Est. Cost $30.26 Unrealized
Accenture LTD 0.0%
Value ($000) $17 Shares 214 Est. Cost $72.29 Unrealized
Staples 0.0%
Value ($000) $17 Shares 1,370 Est. Cost $10.95 Unrealized
Precision Castparts 0.0%
Value ($000) $17 Shares 70 Est. Cost $227.27 Unrealized
VMware Inc. 0.0%
Value ($000) $17 Shares 177 Est. Cost $81.33 Unrealized
IBB Ishares Nasdaq BIO FD 0.0%
Value ($000) $16 Shares 58 Est. Cost $258.62 Unrealized
DE Deere & Co. 0.0%
Value ($000) $16 Shares 200 Est. Cost $68.04 Unrealized +2.0%
RSG Republic Services 0.0%
Value ($000) $16 Shares 400 Est. Cost $26.37 Unrealized +18.2%
COF Capital One 0.0%
Value ($000) $16 Shares 200 Est. Cost $47.00 Unrealized +41.8%
Ruckus Wireless Inc 0.0%
Value ($000) $15 Shares 1,116 Est. Cost $12.54 Unrealized
WAT Waters Corp 0.0%
Value ($000) $15 Shares 147 Est. Cost $95.76 Unrealized +7.7%
SPDR S&P Oil & Gas EXP & PR 0.0%
Value ($000) $14 Shares 200 Est. Cost $82.19 Unrealized
FXD First Trust Consumer Discret 0.0%
Value ($000) $14 Shares 425 Est. Cost $32.79 Unrealized
FAST Fastenal Co 0.0%
Value ($000) $14 Shares 304 Est. Cost $8.47 Unrealized 0.0%
FISV Fiserv Inc 0.0%
Value ($000) $13 Shares 200 Est. Cost $31.60 Unrealized 0.0%
FirstMerit Coporation 0.0%
Value ($000) $13 Shares 762 Est. Cost $19.69 Unrealized
WU Western Union 0.0%
Value ($000) $13 Shares 789 Est. Cost $16.40 Unrealized
AMN Healthcare Services, Inc. 0.0%
Value ($000) $13 Shares 800 Est. Cost $16.25 Unrealized
MKL Markel Corp. 0.0%
Value ($000) $13 Shares 21 Est. Cost $555.48 Unrealized +16.1%
HSBC Holdings PLC Preferred 0.0%
Value ($000) $13 Shares 500 Est. Cost $24.00 Unrealized
InvenSense, Inc. 0.0%
Value ($000) $12 Shares 625 Est. Cost $19.20 Unrealized
MKTX MarketAxess Holdings, Inc. 0.0%
Value ($000) $12 Shares 193 Est. Cost $50.63 Unrealized 0.0%
Amyris 0.0%
Value ($000) $12 Shares 3,113 Est. Cost $2.89 Unrealized
MA MasterCard Inc. 0.0%
Value ($000) $12 Shares 158 Est. Cost $69.24 Unrealized +2.7%
Portfolio Recovery Assoc. Inc 0.0%
Value ($000) $12 Shares 221 Est. Cost $55.65 Unrealized
CTSH Cognizant Technology Solution 0.0%
Value ($000) $12 Shares 262 Est. Cost $43.26 Unrealized -3.6%
Buffalo Wild Wings Inc. 0.0%
Value ($000) $11 Shares 84 Est. Cost $166.67 Unrealized
GGG Graco 0.0%
Value ($000) $11 Shares 144 Est. Cost $21.66 Unrealized 0.0%
VFC VF Corporation 0.0%
Value ($000) $11 Shares 160 Est. Cost $52.11 Unrealized +14.8%
PNC PNC Financial Services 0.0%
Value ($000) $11 Shares 125 Est. Cost $56.79 Unrealized +5.4%
American Intl Group 0.0%
Value ($000) $10 Shares 178 Est. Cost $52.14 Unrealized
Leucadia National Corp 0.0%
Value ($000) $10 Shares 430 Est. Cost $26.74 Unrealized
Analog Devices 0.0%
Value ($000) $10 Shares 200 Est. Cost $45.00 Unrealized
Zillow, Inc. 0.0%
Value ($000) $10 Shares 82 Est. Cost $85.37 Unrealized
AthenaHealth, Inc. 0.0%
Value ($000) $10 Shares 77 Est. Cost $129.87 Unrealized
Barclays Bank 7.10% ADR 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.00 Unrealized
BKE The Buckle, Inc. 0.0%
Value ($000) $10 Shares 213 Est. Cost $14.53 Unrealized +1.6%
Briggs & Stratton Corporation 0.0%
Value ($000) $10 Shares 535 Est. Cost $20.56 Unrealized
Hewlett Packard 0.0%
Value ($000) $10 Shares 280 Est. Cost $24.85 Unrealized
SJM J.M. Smucker 0.0%
Value ($000) $10 Shares 100 Est. Cost $70.84 Unrealized +3.7%
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
ASR Grupo Aeroportuario Sur-ADR 0.0%
Value ($000) $9 Shares 73 Est. Cost $123.29 Unrealized
UAA Under Armour, Inc. 0.0%
Value ($000) $9 Shares 125 Est. Cost $26.26 Unrealized +27.0%
Sierra Wireless Inc. 0.0%
Value ($000) $8 Shares 305 Est. Cost $22.95 Unrealized
ITA iShares US Aerospace & Def 0.0%
Value ($000) $8 Shares 77 Est. Cost $103.90 Unrealized
Arista Networks Inc. 0.0%
Value ($000) $8 Shares 92 Est. Cost $86.96 Unrealized
Leapfrog Enterprises Inc. 0.0%
Value ($000) $8 Shares 1,385 Est. Cost $8.22 Unrealized
Baidu Inc. 0.0%
Value ($000) $8 Shares 35 Est. Cost $142.86 Unrealized
FXR First Trust Indust/Producers 0.0%
Value ($000) $8 Shares 286 Est. Cost $31.47 Unrealized
EXPD Expeditors Intl Wash Inc 0.0%
Value ($000) $8 Shares 194 Est. Cost $35.20 Unrealized +4.4%
FXO First Trust Financial 0.0%
Value ($000) $8 Shares 355 Est. Cost $22.54 Unrealized
Quidel Corporation 0.0%
Value ($000) $8 Shares 300 Est. Cost $26.67 Unrealized
RPX Corporation 0.0%
Value ($000) $8 Shares 552 Est. Cost $14.49 Unrealized
PetSmart, Inc 0.0%
Value ($000) $8 Shares 115 Est. Cost $66.50 Unrealized
CMG Chipotle Mexican Grill 0.0%
Value ($000) $8 Shares 12 Est. Cost $10.83 Unrealized +21.0%
Best Buy Co. Inc 0.0%
Value ($000) $8 Shares 246 Est. Cost $40.65 Unrealized
The Blackstone Group LP 0.0%
Value ($000) $8 Shares 250 Est. Cost $20.00 Unrealized
PEG Public Svc Enterprise Gp 0.0%
Value ($000) $7 Shares 200 Est. Cost $21.73 Unrealized +13.9%
Peabody Energy Corp 0.0%
Value ($000) $7 Shares 600 Est. Cost $15.00 Unrealized
UNFI United Natural Foods Inc. 0.0%
Value ($000) $7 Shares 119 Est. Cost $62.80 Unrealized 0.0%
ZBH Zimmer Holdings 0.0%
Value ($000) $7 Shares 74 Est. Cost $89.58 Unrealized 0.0%
EXETF Extendicare Inc. 0.0%
Value ($000) $7 Shares 885 Est. Cost $3.77 Unrealized 0.0%
Yamana Gold Inc. 0.0%
Value ($000) $7 Shares 1,112 Est. Cost $9.89 Unrealized
MPC Marathon Petroleum Corporatio 0.0%
Value ($000) $6 Shares 66 Est. Cost $30.05 Unrealized 0.0%
Genomic Health, Inc. 0.0%
Value ($000) $6 Shares 205 Est. Cost $24.39 Unrealized
MSA MSA Safety Inc. 0.0%
Value ($000) $6 Shares 117 Est. Cost $55.35 Unrealized 0.0%
PCAR Paccar Inc. 0.0%
Value ($000) $6 Shares 100 Est. Cost $21.67 Unrealized +24.9%
The Container Store Group, In 0.0%
Value ($000) $6 Shares 253 Est. Cost $23.72 Unrealized
Carnival Corp 0.0%
Value ($000) $6 Shares 150 Est. Cost $33.33 Unrealized
PII Polaris Industries, Inc. 0.0%
Value ($000) $6 Shares 42 Est. Cost $132.43 Unrealized +9.1%
ISRG Intuitive Surgical Inc. 0.0%
Value ($000) $6 Shares 14 Est. Cost $55.09 Unrealized -9.9%
Tri Continental Corp 0.0%
Value ($000) $6 Shares 275 Est. Cost $18.18 Unrealized
Valeant Pharmaceuticals Int'l 0.0%
Value ($000) $6 Shares 45 Est. Cost $133.33 Unrealized
Sirius XM Radio Inc. 0.0%
Value ($000) $5 Shares 1,426 Est. Cost $3.76 Unrealized
Waste Management 0.0%
Value ($000) $5 Shares 100 Est. Cost $43.99 Unrealized
WD Walker & Dunlop Inc. 0.0%
Value ($000) $5 Shares 353 Est. Cost $12.84 Unrealized -11.5%
Twitter, Inc. 0.0%
Value ($000) $5 Shares 105 Est. Cost $47.62 Unrealized
IDA Idacorp 0.0%
Value ($000) $5 Shares 100 Est. Cost $48.08 Unrealized +14.5%
DDD 3-D Systems Corp New 0.0%
Value ($000) $5 Shares 118 Est. Cost $51.33 Unrealized +1.6%
Marathon Oil 0.0%
Value ($000) $5 Shares 133 Est. Cost $37.59 Unrealized
EMN Eastman Chemical Company 0.0%
Value ($000) $5 Shares 56 Est. Cost $47.81 Unrealized +22.3%
Discovery Communications-C 0.0%
Value ($000) $5 Shares 124 Est. Cost $40.32 Unrealized
Discovery Communications Inc. 0.0%
Value ($000) $5 Shares 124 Est. Cost $76.61 Unrealized
Xerox Corp. 0.0%
Value ($000) $5 Shares 400 Est. Cost $12.66 Unrealized
PRLB Proto Labs, Inc. 0.0%
Value ($000) $5 Shares 70 Est. Cost $77.51 Unrealized +0.9%
Coach Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $54.55 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $4 Shares 117 Est. Cost $27.57 Unrealized 0.0%
Aerohive Networks, Inc. 0.0%
Value ($000) $4 Shares 500 Est. Cost $10.00 Unrealized
McGraw Hilll Financial Inc 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
Goldcorp Inc. 0.0%
Value ($000) $3 Shares 125 Est. Cost $24.00 Unrealized
Market Vectors Jr Gold Miner 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
SodaStream International LTD 0.0%
Value ($000) $3 Shares 100 Est. Cost $50.00 Unrealized
Viacom Inc-Cl B 0.0%
Value ($000) $3 Shares 33 Est. Cost $90.91 Unrealized
DKS Dick's Sporting Goods, Inc 0.0%
Value ($000) $2 Shares 40 Est. Cost $37.09 Unrealized -10.1%
LNN Lindsay Corporation 0.0%
Value ($000) $2 Shares 30 Est. Cost $67.90 Unrealized +0.9%
Safeguard Scientifics Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
PSX Phillips 66 0.0%
Value ($000) $1 Shares 9 Est. Cost $49.23 Unrealized +11.9%
Volcano Corp 0.0%
Value ($000) $1 Shares 136 Est. Cost $7.35 Unrealized
Time Warner Cable 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
Tyco Electronics Ltd. 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
American Water Works Co., Inc 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
Kinross Gold Corp 0.0%
Value ($000) $1 Shares 222 Est. Cost $4.50 Unrealized
Western Lithium USA Corp 0.0%
Value ($000) $1 Shares 1,000 Est. Cost Unrealized
NPNTQ NorthPoint Communications Gro 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.00 Unrealized 0.0%
Navistar International Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Durect Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
Frontier Communications 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
Genitope Corp 0.0%
Value ($000) $0 Shares 6,000 Est. Cost Unrealized
Fairpoint Communications Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
DRD DRD Gold Limited 0.0%
Value ($000) $0 Shares 130 Est. Cost $7.69 Unrealized
Patriot Scientific Corp 0.0%
Value ($000) $0 Shares 800 Est. Cost Unrealized
NOK Nokia Corp Sponsored ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.75 Unrealized
Gevo, Inc. 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
IPASS INC. 0.0%
Value ($000) $0 Shares 295 Est. Cost $3.39 Unrealized
Time Inc. 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
Veritiv Corp 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
Immunosyn Corp 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
Sanofi CVR 0.0%
Value ($000) $0 Shares 48 Est. Cost Unrealized
BB Blackberry Ltd. 0.0%
Value ($000) $0 Shares 30 Est. Cost $7.88 Unrealized +29.8%
Rainbow Coral Corporation 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized