Nelson Capital Management, LLC Diversified Active

CIK: 0001512611 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 9, 2015

Total Value ($000): $269,829 (100.0% shares, 0.0% debt)

Holdings (315)

TJX TJX Companies Inc. 3.7%
Value ($000) $10,061 Shares 146,706 Est. Cost $22.47 Unrealized +21.7%
UPS United Parcel Service 3.4%
Value ($000) $9,254 Shares 83,242 Est. Cost $60.55 Unrealized +17.1%
WhiteWave Foods Co. 3.4%
Value ($000) $9,103 Shares 260,155 Est. Cost $34.34 Unrealized
COST Costco Wholesale Corp 3.3%
Value ($000) $8,808 Shares 62,138 Est. Cost $87.15 Unrealized +25.6%
TROW T. Rowe Price Group Inc 3.1%
Value ($000) $8,310 Shares 96,782 Est. Cost $50.37 Unrealized +6.6%
IVZ Invesco Ltd 3.0%
Value ($000) $8,076 Shares 204,353 Est. Cost $19.14 Unrealized +26.5%
AKAM Akamai Technologies 2.9%
Value ($000) $7,928 Shares 125,922 Est. Cost $43.34 Unrealized +39.1%
QCOM Qualcomm Inc 2.9%
Value ($000) $7,900 Shares 106,286 Est. Cost $46.33 Unrealized +15.1%
SLB Schlumberger Ltd 2.9%
Value ($000) $7,858 Shares 92,009 Est. Cost $65.06 Unrealized +3.5%
Amazon Com Inc. 2.9%
Value ($000) $7,777 Shares 25,059 Est. Cost $314.06 Unrealized
DIS Disney (Walt & Co.) 2.8%
Value ($000) $7,641 Shares 81,123 Est. Cost $57.50 Unrealized +41.4%
GWW W.W. Grainger, Inc. 2.8%
Value ($000) $7,453 Shares 29,240 Est. Cost $211.13 Unrealized -2.5%
XLU Utilities Sector SPDR 2.6%
Value ($000) $7,078 Shares 149,891 Est. Cost $38.40 Unrealized
CVX Chevron Corp. 2.5%
Value ($000) $6,847 Shares 61,036 Est. Cost $71.70 Unrealized -1.6%
NVS Novartis A G Spon ADR 2.2%
Value ($000) $6,057 Shares 65,373 Est. Cost $72.95 Unrealized
CSCO Cisco Systems Inc. 2.2%
Value ($000) $5,995 Shares 215,529 Est. Cost $15.36 Unrealized +19.2%
Praxair Inc 2.2%
Value ($000) $5,969 Shares 46,068 Est. Cost $116.53 Unrealized
Travelers Companies Inc. 2.2%
Value ($000) $5,938 Shares 56,098 Est. Cost $105.85 Unrealized
FFIV F5 Networks 2.1%
Value ($000) $5,735 Shares 43,955 Est. Cost $80.74 Unrealized +54.4%
Varian Medical Systems Inc. 2.1%
Value ($000) $5,630 Shares 65,077 Est. Cost $68.65 Unrealized
USB US Bancorp 2.1%
Value ($000) $5,533 Shares 123,082 Est. Cost $22.97 Unrealized +26.8%
Celgene Corp. 2.0%
Value ($000) $5,521 Shares 49,353 Est. Cost $87.20 Unrealized
Whole Foods Market 2.0%
Value ($000) $5,289 Shares 104,889 Est. Cost $50.44 Unrealized
Royal Dutch Shell PLC 1.8%
Value ($000) $4,855 Shares 69,789 Est. Cost $68.17 Unrealized
VZ Verizon Communications 1.8%
Value ($000) $4,841 Shares 103,495 Est. Cost $27.04 Unrealized +2.3%
Time Warner Inc 1.8%
Value ($000) $4,755 Shares 55,668 Est. Cost $75.45 Unrealized
ORCL Oracle Corp. 1.7%
Value ($000) $4,692 Shares 104,332 Est. Cost $28.07 Unrealized +22.9%
Google Inc Cl-C Non-vtg 1.7%
Value ($000) $4,691 Shares 8,911 Est. Cost $533.17 Unrealized
GILD Gilead Sciences 1.7%
Value ($000) $4,674 Shares 49,591 Est. Cost $38.57 Unrealized +86.3%
MAS Masco Corp 1.7%
Value ($000) $4,516 Shares 179,200 Est. Cost $15.90 Unrealized +10.1%
CRM Salesforce.com 1.6%
Value ($000) $4,328 Shares 72,970 Est. Cost $55.72 Unrealized +4.5%
DEO Diageo PLC-SP ADR 1.6%
Value ($000) $4,324 Shares 37,896 Est. Cost $116.02 Unrealized
PAYX Paychex Inc. 1.6%
Value ($000) $4,323 Shares 93,642 Est. Cost $25.53 Unrealized +29.1%
JPM J.P.Morgan Chase & Co 1.5%
Value ($000) $3,923 Shares 62,686 Est. Cost $40.03 Unrealized +11.7%
HXL Hexcel Corp 1.4%
Value ($000) $3,877 Shares 93,442 Est. Cost $33.15 Unrealized +24.3%
Cavium Networks, Inc. 1.4%
Value ($000) $3,774 Shares 61,051 Est. Cost $36.78 Unrealized
BRO Brown & Brown Inc 1.4%
Value ($000) $3,728 Shares 113,285 Est. Cost $13.96 Unrealized +3.6%
XLK Technology Sector SPDR 1.1%
Value ($000) $2,921 Shares 70,645 Est. Cost $31.19 Unrealized
Apple Computer 1.1%
Value ($000) $2,837 Shares 25,706 Est. Cost $126.98 Unrealized
Bio-Reference Labs 1.0%
Value ($000) $2,632 Shares 81,930 Est. Cost $27.57 Unrealized
Hess Corporation 1.0%
Value ($000) $2,568 Shares 34,785 Est. Cost $69.26 Unrealized
XLV Healthcare SPDR 0.5%
Value ($000) $1,469 Shares 21,479 Est. Cost $49.04 Unrealized
XLF Financial Select Sector 0.5%
Value ($000) $1,352 Shares 54,651 Est. Cost $20.49 Unrealized
XLP Consumer Staples SPDR 0.5%
Value ($000) $1,352 Shares 27,878 Est. Cost $39.93 Unrealized
MEOH Methanex Corp. 0.5%
Value ($000) $1,317 Shares 28,740 Est. Cost $54.52 Unrealized 0.0%
XLI Industrial Sector SPDR 0.5%
Value ($000) $1,306 Shares 23,086 Est. Cost $43.06 Unrealized
AT&T Corp 0.5%
Value ($000) $1,233 Shares 36,717 Est. Cost $34.44 Unrealized
XOM Exxon Mobil Corp 0.5%
Value ($000) $1,219 Shares 13,180 Est. Cost $53.91 Unrealized +7.6%
American Express 0.4%
Value ($000) $1,190 Shares 12,790 Est. Cost $75.90 Unrealized
XLE Energy Select SPDR 0.4%
Value ($000) $1,125 Shares 14,206 Est. Cost $79.32 Unrealized
XLY Consumer Disc SPDR 0.4%
Value ($000) $1,103 Shares 15,284 Est. Cost $58.34 Unrealized
GOLD Trust ETF 0.4%
Value ($000) $962 Shares 8,470 Est. Cost $118.99 Unrealized
MCD McDonald's Corp 0.3%
Value ($000) $855 Shares 9,130 Est. Cost $71.78 Unrealized -1.7%
KO Coca-Cola 0.3%
Value ($000) $819 Shares 19,410 Est. Cost $27.87 Unrealized +7.8%
CVS CVS Corporation 0.3%
Value ($000) $745 Shares 7,733 Est. Cost $42.43 Unrealized +51.9%
XLB Materials Select Sector SPDR 0.3%
Value ($000) $729 Shares 15,016 Est. Cost $39.33 Unrealized
CSX CSX Corporation 0.3%
Value ($000) $711 Shares 19,624 Est. Cost $6.99 Unrealized +40.7%
Google Inc Cl-A Vtg 0.2%
Value ($000) $639 Shares 1,204 Est. Cost $723.97 Unrealized
NUE Nucor Corporation 0.2%
Value ($000) $510 Shares 10,404 Est. Cost $34.06 Unrealized +16.7%
NSC Norfolk Southern Corporation 0.2%
Value ($000) $488 Shares 4,455 Est. Cost $56.99 Unrealized +50.6%
Automatic Data Processing 0.2%
Value ($000) $460 Shares 5,523 Est. Cost $75.51 Unrealized
QLYS Qualys Inc. 0.2%
Value ($000) $429 Shares 11,363 Est. Cost $12.98 Unrealized +157.0%
General Electric 0.2%
Value ($000) $424 Shares 16,793 Est. Cost $23.93 Unrealized
LOW Lowes Companies Inc. 0.2%
Value ($000) $413 Shares 6,000 Est. Cost $32.16 Unrealized +52.5%
IBM Int'l Business Machines 0.1%
Value ($000) $334 Shares 2,082 Est. Cost $118.10 Unrealized -14.9%
National Oilwell Varco INC 0.1%
Value ($000) $328 Shares 5,000 Est. Cost $68.93 Unrealized
PEP Pepsico Inc. 0.1%
Value ($000) $327 Shares 3,454 Est. Cost $61.42 Unrealized +11.7%
Express Scripts Inc 0.1%
Value ($000) $288 Shares 3,400 Est. Cost $61.76 Unrealized
PG Procter & Gamble Co. 0.1%
Value ($000) $276 Shares 3,032 Est. Cost $55.82 Unrealized +15.7%
Walgreens Boots Alliance 0.1%
Value ($000) $268 Shares 3,514 Est. Cost $76.27 Unrealized
INGR Ingredion Inc. 0.1%
Value ($000) $257 Shares 3,030 Est. Cost $69.96 Unrealized +13.7%
ABBV AbbVie Inc. 0.1%
Value ($000) $248 Shares 3,784 Est. Cost $28.74 Unrealized +40.0%
Sun Hydraulics Corp 0.1%
Value ($000) $245 Shares 6,225 Est. Cost $32.08 Unrealized
DHR Danaher Corp Del 0.1%
Value ($000) $227 Shares 2,650 Est. Cost $25.01 Unrealized +31.7%
HON Honeywell International 0.1%
Value ($000) $200 Shares 2,000 Est. Cost $53.13 Unrealized +28.5%
PowerShares Pfd Portfolio 0.1%
Value ($000) $198 Shares 13,500 Est. Cost $14.30 Unrealized
Boeing Co. 0.1%
Value ($000) $197 Shares 1,516 Est. Cost $120.89 Unrealized
MSFT Microsoft Corp 0.1%
Value ($000) $193 Shares 4,147 Est. Cost $32.61 Unrealized +22.3%
Visa Inc Com CL A 0.1%
Value ($000) $190 Shares 723 Est. Cost $206.41 Unrealized
INTC Intel Corp. 0.1%
Value ($000) $181 Shares 5,000 Est. Cost $18.39 Unrealized +44.8%
META Facebook 0.1%
Value ($000) $178 Shares 2,284 Est. Cost $39.31 Unrealized +93.1%
EIX Edison Int'l 0.1%
Value ($000) $173 Shares 2,635 Est. Cost $31.66 Unrealized +27.2%
Medtronic Inc. 0.1%
Value ($000) $155 Shares 2,142 Est. Cost $51.43 Unrealized
Dow Chemical 0.1%
Value ($000) $143 Shares 3,130 Est. Cost $41.28 Unrealized
Abbott Labs 0.1%
Value ($000) $142 Shares 3,165 Est. Cost $33.09 Unrealized
HP Helmerich and Payne 0.1%
Value ($000) $135 Shares 2,000 Est. Cost $61.57 Unrealized +26.5%
JNJ Johnson & Johnson 0.0%
Value ($000) $129 Shares 1,231 Est. Cost $64.78 Unrealized +19.3%
Merck & Co 0.0%
Value ($000) $127 Shares 2,245 Est. Cost $47.96 Unrealized
STT State Street Corp 0.0%
Value ($000) $126 Shares 1,609 Est. Cost $45.09 Unrealized +22.2%
United Technologies Corp 0.0%
Value ($000) $122 Shares 1,060 Est. Cost $98.56 Unrealized
MMM 3M Company 0.0%
Value ($000) $120 Shares 732 Est. Cost $74.48 Unrealized +20.4%
Wells Fargo Pfd 0.0%
Value ($000) $116 Shares 5,000 Est. Cost $23.40 Unrealized
Duke Energy Corp 0.0%
Value ($000) $111 Shares 1,333 Est. Cost $67.38 Unrealized
GS Goldman Sachs Group 0.0%
Value ($000) $109 Shares 560 Est. Cost $132.93 Unrealized +13.5%
US Bancorp 0.0%
Value ($000) $108 Shares 4,000 Est. Cost $27.50 Unrealized
ADBE Adobe Systems Inc 0.0%
Value ($000) $104 Shares 1,425 Est. Cost $44.37 Unrealized +58.0%
PM Philip Morris International I 0.0%
Value ($000) $101 Shares 1,242 Est. Cost $49.33 Unrealized -0.2%
DLTR Dollar Tree, Inc 0.0%
Value ($000) $99 Shares 1,400 Est. Cost $48.73 Unrealized +29.4%
WMT Wal Mart Stores 0.0%
Value ($000) $91 Shares 1,063 Est. Cost $20.04 Unrealized +8.9%
Anixter International Inc. 0.0%
Value ($000) $88 Shares 1,000 Est. Cost $88.00 Unrealized
TSLA Tesla Motors, Inc. 0.0%
Value ($000) $86 Shares 387 Est. Cost $11.68 Unrealized +33.8%
HD Home Depot 0.0%
Value ($000) $84 Shares 803 Est. Cost $62.48 Unrealized +19.7%
Chubb Corp 0.0%
Value ($000) $83 Shares 800 Est. Cost $88.60 Unrealized
Allergan, Inc 0.0%
Value ($000) $82 Shares 388 Est. Cost $90.21 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $80 Shares 721 Est. Cost $27.60 Unrealized +39.4%
HAL Halliburton Co. 0.0%
Value ($000) $79 Shares 2,000 Est. Cost $33.21 Unrealized +18.3%
PFE Pfizer Inc 0.0%
Value ($000) $78 Shares 2,510 Est. Cost $17.56 Unrealized +2.3%
IRBTQ iRobot Corp 0.0%
Value ($000) $76 Shares 2,200 Est. Cost $31.24 Unrealized +9.8%
NKE Nike Inc. 0.0%
Value ($000) $73 Shares 758 Est. Cost $30.50 Unrealized +33.6%
Tocqueville Gold Fund 0.0%
Value ($000) $71 Shares 2,226 Est. Cost $37.67 Unrealized
CMCSA Comcast Cl-A 0.0%
Value ($000) $69 Shares 1,181 Est. Cost $19.97 Unrealized +6.5%
ING Group NV 7.20% PFD 0.0%
Value ($000) $68 Shares 2,645 Est. Cost $24.95 Unrealized
WFC Wells Fargo 0.0%
Value ($000) $68 Shares 1,249 Est. Cost $35.89 Unrealized +8.0%
BMY Bristol Myers Squibb 0.0%
Value ($000) $66 Shares 1,117 Est. Cost $34.26 Unrealized +13.6%
COP Conocophillips 0.0%
Value ($000) $62 Shares 903 Est. Cost $51.44 Unrealized -5.0%
BHP Billiton Ltd ADR 0.0%
Value ($000) $60 Shares 1,276 Est. Cost $66.43 Unrealized
CDK Global Inc. 0.0%
Value ($000) $59 Shares 1,446 Est. Cost $32.63 Unrealized
Vodafone Group PLC-SP ADR 0.0%
Value ($000) $59 Shares 1,729 Est. Cost $30.36 Unrealized
Amgen 0.0%
Value ($000) $57 Shares 355 Est. Cost $115.86 Unrealized
Citigroup 0.0%
Value ($000) $56 Shares 1,040 Est. Cost $48.24 Unrealized
duPont (E.I.) deNemours 0.0%
Value ($000) $55 Shares 745 Est. Cost $62.55 Unrealized
LinkedIn Corporation 0.0%
Value ($000) $54 Shares 233 Est. Cost $186.56 Unrealized
Altria Group Inc. 0.0%
Value ($000) $54 Shares 1,095 Est. Cost $39.53 Unrealized
Bank of America Corp 0.0%
Value ($000) $53 Shares 2,960 Est. Cost $16.43 Unrealized
KMI Kinder Morgan Inc. 0.0%
Value ($000) $52 Shares 1,221 Est. Cost $22.45 Unrealized 0.0%
Twenty-First Century Fox-A 0.0%
Value ($000) $46 Shares 1,200 Est. Cost $34.65 Unrealized
SEE Sealed Air Corp 0.0%
Value ($000) $45 Shares 1,060 Est. Cost $28.71 Unrealized +9.0%
PCG PG&E Corp. 0.0%
Value ($000) $44 Shares 820 Est. Cost $39.15 Unrealized +13.5%
Spectra Energy Corp 0.0%
Value ($000) $44 Shares 1,222 Est. Cost $34.54 Unrealized
BP PLC-Spons ADR 0.0%
Value ($000) $44 Shares 1,146 Est. Cost $46.27 Unrealized
SBUX Starbucks Corporation 0.0%
Value ($000) $43 Shares 520 Est. Cost $27.40 Unrealized +14.1%
SGMO Sangamo Biosciences Inc. 0.0%
Value ($000) $41 Shares 2,700 Est. Cost $8.72 Unrealized +39.2%
UNP Union Pacific 0.0%
Value ($000) $41 Shares 348 Est. Cost $65.92 Unrealized +35.7%
EMC Corp Mass 0.0%
Value ($000) $40 Shares 1,350 Est. Cost $26.33 Unrealized
PFG Principal Financial Group 0.0%
Value ($000) $39 Shares 750 Est. Cost $23.49 Unrealized +46.9%
R Ryder System Inc 0.0%
Value ($000) $38 Shares 410 Est. Cost $83.73 Unrealized +6.6%
MIDD Middleby Corporation 0.0%
Value ($000) $38 Shares 384 Est. Cost $80.90 Unrealized +13.0%
PAA Plains All American Pipeline 0.0%
Value ($000) $37 Shares 723 Est. Cost $53.25 Unrealized
Monsanto 0.0%
Value ($000) $35 Shares 290 Est. Cost $109.06 Unrealized
CTSH Cognizant Technology Solution 0.0%
Value ($000) $35 Shares 667 Est. Cost $43.88 Unrealized +0.9%
ITT Industries Inc 0.0%
Value ($000) $34 Shares 845 Est. Cost $48.52 Unrealized
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $34 Shares 235 Est. Cost $127.66 Unrealized
VTIAX Vanguard Total Int'l Stock In 0.0%
Value ($000) $33 Shares 1,273 Est. Cost $25.92 Unrealized
Raytheon Company 0.0%
Value ($000) $33 Shares 305 Est. Cost $91.80 Unrealized
OXY Occidental Petroleum 0.0%
Value ($000) $32 Shares 400 Est. Cost $63.37 Unrealized -6.4%
Berkshire Hathaway Inc Class 0.0%
Value ($000) $32 Shares 210 Est. Cost $128.57 Unrealized
Bayer AG-Sponsored ADR 0.0%
Value ($000) $32 Shares 235 Est. Cost $131.01 Unrealized
AutoZone, Inc. 0.0%
Value ($000) $31 Shares 50 Est. Cost $420.00 Unrealized
SWX Southwest Gas Corp 0.0%
Value ($000) $31 Shares 500 Est. Cost $48.72 Unrealized +16.5%
VEUSX Vanguard Euro Stock Index Fd 0.0%
Value ($000) $29 Shares 444 Est. Cost $65.32 Unrealized
MRSH Marsh & McLennan Companies 0.0%
Value ($000) $29 Shares 500 Est. Cost $40.50 Unrealized +11.6%
Johnson Controls Inc 0.0%
Value ($000) $29 Shares 600 Est. Cost $35.79 Unrealized
SCHW Schwab (Charles) Corp 0.0%
Value ($000) $28 Shares 920 Est. Cost $22.85 Unrealized +8.7%
Steelcase Inc-CL A 0.0%
Value ($000) $28 Shares 1,555 Est. Cost $15.43 Unrealized
TMO Thermo Fisher Scientific 0.0%
Value ($000) $28 Shares 221 Est. Cost $98.64 Unrealized +19.1%
Target Corp 0.0%
Value ($000) $28 Shares 367 Est. Cost $76.29 Unrealized
IP International Paper 0.0%
Value ($000) $27 Shares 500 Est. Cost $27.05 Unrealized +13.4%
CCK Crown Holdings Inc 0.0%
Value ($000) $27 Shares 540 Est. Cost $45.58 Unrealized +0.5%
Royal Dutch Shell PLC A Shrs 0.0%
Value ($000) $27 Shares 400 Est. Cost $72.50 Unrealized
BofA Preferred 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $26.00 Unrealized
Cerner Corp 0.0%
Value ($000) $26 Shares 400 Est. Cost $95.00 Unrealized
ITW Illinois Tool Works 0.0%
Value ($000) $26 Shares 275 Est. Cost $49.85 Unrealized +40.6%
IYC iShares U.S. Consumer Service 0.0%
Value ($000) $26 Shares 190 Est. Cost $121.05 Unrealized
CL Colgate Palmolive 0.0%
Value ($000) $25 Shares 360 Est. Cost $47.25 Unrealized +10.5%
Suncor Energy Inc. 0.0%
Value ($000) $25 Shares 800 Est. Cost $30.00 Unrealized
EMR Emerson Electric 0.0%
Value ($000) $25 Shares 410 Est. Cost $42.48 Unrealized +9.3%
Staples 0.0%
Value ($000) $25 Shares 1,370 Est. Cost $10.95 Unrealized
Block H&R 0.0%
Value ($000) $25 Shares 750 Est. Cost $33.33 Unrealized
IYK iShare US Consumer Goods ETF 0.0%
Value ($000) $25 Shares 240 Est. Cost $100.00 Unrealized
LLY Lilly Eli & co 0.0%
Value ($000) $25 Shares 363 Est. Cost $43.03 Unrealized +28.3%
KMB Kimberly Clark 0.0%
Value ($000) $25 Shares 215 Est. Cost $71.27 Unrealized +6.8%
IDU iShares US Utilities ETF 0.0%
Value ($000) $24 Shares 200 Est. Cost $110.00 Unrealized
EBAY eBay Inc. 0.0%
Value ($000) $23 Shares 413 Est. Cost $20.32 Unrealized -0.6%
Buffalo Wild Wings Inc. 0.0%
Value ($000) $23 Shares 129 Est. Cost $170.72 Unrealized
Alcoa Inc. 0.0%
Value ($000) $23 Shares 1,485 Est. Cost $14.81 Unrealized
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $23 Shares 695 Est. Cost $33.09 Unrealized
WMK Weis Markets, Inc. 0.0%
Value ($000) $22 Shares 450 Est. Cost $31.18 Unrealized +8.3%
CHD Church & Dwight Co., Inc. 0.0%
Value ($000) $22 Shares 279 Est. Cost $26.18 Unrealized +21.6%
MA MasterCard Inc. 0.0%
Value ($000) $21 Shares 238 Est. Cost $71.62 Unrealized +6.5%
TXN Texas Instruments 0.0%
Value ($000) $21 Shares 386 Est. Cost $28.70 Unrealized +30.2%
ECL Ecolab Inc 0.0%
Value ($000) $20 Shares 190 Est. Cost $73.48 Unrealized +31.6%
Diebold Inc. 0.0%
Value ($000) $20 Shares 570 Est. Cost $40.35 Unrealized
NWL Newell Rubbermaid 0.0%
Value ($000) $20 Shares 535 Est. Cost $19.32 Unrealized +19.1%
BCO Brink's Co 0.0%
Value ($000) $20 Shares 830 Est. Cost $23.51 Unrealized -16.0%
CAT Caterpillar Inc. 0.0%
Value ($000) $20 Shares 216 Est. Cost $61.55 Unrealized +19.2%
Becton Dickinson Company 0.0%
Value ($000) $19 Shares 134 Est. Cost $141.79 Unrealized
ETFs Gold Trust 0.0%
Value ($000) $19 Shares 165 Est. Cost $133.33 Unrealized
iShares Gold Trust 0.0%
Value ($000) $19 Shares 1,690 Est. Cost $13.02 Unrealized
Accenture LTD 0.0%
Value ($000) $19 Shares 214 Est. Cost $72.29 Unrealized
Portfolio Recovery Assoc. Inc 0.0%
Value ($000) $19 Shares 321 Est. Cost $56.75 Unrealized
SA Seabridge Gold Inc. 0.0%
Value ($000) $19 Shares 2,500 Est. Cost $11.28 Unrealized -33.2%
Market Vectors Gold Miners ET 0.0%
Value ($000) $18 Shares 955 Est. Cost $26.18 Unrealized
Nimble Storage Inc 0.0%
Value ($000) $18 Shares 661 Est. Cost $30.26 Unrealized
DE Deere & Co. 0.0%
Value ($000) $18 Shares 200 Est. Cost $68.04 Unrealized +3.8%
IBB Ishares Nasdaq BIO FD 0.0%
Value ($000) $18 Shares 58 Est. Cost $258.62 Unrealized
FSAGX Fidelity Select Gold Portfoli 0.0%
Value ($000) $18 Shares 1,103 Est. Cost $23.57 Unrealized
EQT Midstream Partners LP 0.0%
Value ($000) $18 Shares 200 Est. Cost $60.00 Unrealized
USAGX USAA Precious Metals & Miners 0.0%
Value ($000) $18 Shares 1,511 Est. Cost $17.21 Unrealized
WAT Waters Corp 0.0%
Value ($000) $17 Shares 147 Est. Cost $95.76 Unrealized +14.4%
DNOW NOW inc 0.0%
Value ($000) $17 Shares 650 Est. Cost $33.70 Unrealized -18.8%
COF Capital One 0.0%
Value ($000) $17 Shares 200 Est. Cost $47.00 Unrealized +41.6%
NEWFX American Funds- New World Fun 0.0%
Value ($000) $16 Shares 291 Est. Cost $54.98 Unrealized
F Ford Motor Co 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $9.19 Unrealized -11.2%
RSG Republic Services 0.0%
Value ($000) $16 Shares 400 Est. Cost $26.37 Unrealized +21.3%
AMN Healthcare Services, Inc. 0.0%
Value ($000) $16 Shares 800 Est. Cost $16.25 Unrealized
Powershares DB Oil Fund 0.0%
Value ($000) $15 Shares 797 Est. Cost $26.35 Unrealized
SPDR Oil & Gas Equip & Serv 0.0%
Value ($000) $15 Shares 515 Est. Cost $49.23 Unrealized
Leucadia National Corp 0.0%
Value ($000) $15 Shares 690 Est. Cost $24.86 Unrealized
FXD First Trust Consumer Discret 0.0%
Value ($000) $15 Shares 425 Est. Cost $32.79 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $14 Shares 200 Est. Cost $31.60 Unrealized +8.3%
Total Fina Elf S A ADR 0.0%
Value ($000) $14 Shares 267 Est. Cost $52.43 Unrealized
FAST Fastenal Co 0.0%
Value ($000) $14 Shares 304 Est. Cost $8.47 Unrealized -1.5%
FirstMerit Coporation 0.0%
Value ($000) $14 Shares 762 Est. Cost $19.69 Unrealized
Sierra Wireless Inc. 0.0%
Value ($000) $14 Shares 305 Est. Cost $22.95 Unrealized
VMware Inc. 0.0%
Value ($000) $14 Shares 170 Est. Cost $81.33 Unrealized
MKL Markel Corp. 0.0%
Value ($000) $14 Shares 21 Est. Cost $555.48 Unrealized +22.1%
MKTX MarketAxess Holdings, Inc. 0.0%
Value ($000) $14 Shares 193 Est. Cost $50.63 Unrealized +17.1%
HSBC Holdings PLC Preferred 0.0%
Value ($000) $13 Shares 500 Est. Cost $24.00 Unrealized
VFC VF Corporation 0.0%
Value ($000) $12 Shares 160 Est. Cost $52.11 Unrealized +26.9%
GGG Graco 0.0%
Value ($000) $12 Shares 144 Est. Cost $21.66 Unrealized +1.9%
Hewlett Packard 0.0%
Value ($000) $11 Shares 280 Est. Cost $24.85 Unrealized
BKE The Buckle, Inc. 0.0%
Value ($000) $11 Shares 213 Est. Cost $14.53 Unrealized +8.6%
Briggs & Stratton Corporation 0.0%
Value ($000) $11 Shares 535 Est. Cost $20.56 Unrealized
AthenaHealth, Inc. 0.0%
Value ($000) $11 Shares 77 Est. Cost $129.87 Unrealized
Analog Devices 0.0%
Value ($000) $11 Shares 200 Est. Cost $45.00 Unrealized
PNC PNC Financial Services 0.0%
Value ($000) $11 Shares 125 Est. Cost $56.79 Unrealized +8.0%
SPDR S&P Oil & Gas EXP & PR 0.0%
Value ($000) $10 Shares 200 Est. Cost $82.19 Unrealized
American Intl Group 0.0%
Value ($000) $10 Shares 173 Est. Cost $52.14 Unrealized
WU Western Union 0.0%
Value ($000) $10 Shares 550 Est. Cost $16.40 Unrealized
InvenSense, Inc. 0.0%
Value ($000) $10 Shares 625 Est. Cost $19.20 Unrealized
Grupo Aeroportuario Sur-ADR 0.0%
Value ($000) $10 Shares 73 Est. Cost $136.99 Unrealized
Best Buy Co. Inc 0.0%
Value ($000) $10 Shares 246 Est. Cost $40.65 Unrealized
Arista Networks Inc. 0.0%
Value ($000) $10 Shares 172 Est. Cost $73.55 Unrealized
Barclays Bank 7.10% ADR 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.00 Unrealized
ITA iShares US Aerospace & Def 0.0%
Value ($000) $9 Shares 77 Est. Cost $103.90 Unrealized
PetSmart, Inc 0.0%
Value ($000) $9 Shares 115 Est. Cost $66.50 Unrealized
Quidel Corporation 0.0%
Value ($000) $9 Shares 300 Est. Cost $26.67 Unrealized
Zillow, Inc. 0.0%
Value ($000) $9 Shares 82 Est. Cost $85.37 Unrealized
FXR First Trust Indust/Producers 0.0%
Value ($000) $9 Shares 286 Est. Cost $31.47 Unrealized
UNFI United Natural Foods Inc. 0.0%
Value ($000) $9 Shares 119 Est. Cost $62.80 Unrealized +12.6%
EXPD Expeditors Intl Wash Inc 0.0%
Value ($000) $9 Shares 194 Est. Cost $35.20 Unrealized +5.6%
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $9 Shares 200 Est. Cost $50.00 Unrealized
FXO First Trust Financial 0.0%
Value ($000) $8 Shares 355 Est. Cost $22.54 Unrealized
UAA Under Armour, Inc. 0.0%
Value ($000) $8 Shares 125 Est. Cost $26.26 Unrealized +28.3%
CMG Chipotle Mexican Grill 0.0%
Value ($000) $8 Shares 12 Est. Cost $10.83 Unrealized +20.8%
Baidu Inc. 0.0%
Value ($000) $8 Shares 35 Est. Cost $142.86 Unrealized
PEG Public Svc Enterprise Gp 0.0%
Value ($000) $8 Shares 200 Est. Cost $21.73 Unrealized +25.3%
RPX Corporation 0.0%
Value ($000) $8 Shares 552 Est. Cost $14.49 Unrealized
Activision Bllizzard 0.0%
Value ($000) $8 Shares 400 Est. Cost $20.00 Unrealized
ZBH Zimmer Holdings 0.0%
Value ($000) $8 Shares 74 Est. Cost $89.58 Unrealized +7.4%
PCAR Paccar Inc. 0.0%
Value ($000) $7 Shares 100 Est. Cost $21.67 Unrealized +30.2%
Genomic Health, Inc. 0.0%
Value ($000) $7 Shares 205 Est. Cost $24.39 Unrealized
ISRG Intuitive Surgical Inc. 0.0%
Value ($000) $7 Shares 14 Est. Cost $55.09 Unrealized +1.1%
IDA Idacorp 0.0%
Value ($000) $7 Shares 100 Est. Cost $48.08 Unrealized +27.6%
Carnival Corp 0.0%
Value ($000) $7 Shares 150 Est. Cost $33.33 Unrealized
Leapfrog Enterprises Inc. 0.0%
Value ($000) $7 Shares 1,385 Est. Cost $8.22 Unrealized
Amyris 0.0%
Value ($000) $6 Shares 2,813 Est. Cost $2.89 Unrealized
MSA MSA Safety Inc. 0.0%
Value ($000) $6 Shares 117 Est. Cost $55.35 Unrealized -4.4%
MPC Marathon Petroleum Corporatio 0.0%
Value ($000) $6 Shares 66 Est. Cost $30.05 Unrealized +4.3%
PNRZX PrudJennison Nat. Resources F 0.0%
Value ($000) $6 Shares 154 Est. Cost $38.96 Unrealized
Xerox Corp. 0.0%
Value ($000) $6 Shares 400 Est. Cost $12.66 Unrealized
WD Walker & Dunlop Inc. 0.0%
Value ($000) $6 Shares 353 Est. Cost $12.84 Unrealized +1.4%
PII Polaris Industries, Inc. 0.0%
Value ($000) $6 Shares 42 Est. Cost $132.43 Unrealized +13.3%
Valeant Pharmaceuticals Int'l 0.0%
Value ($000) $6 Shares 45 Est. Cost $133.33 Unrealized
Tri Continental Corp 0.0%
Value ($000) $6 Shares 275 Est. Cost $18.18 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $5 Shares 117 Est. Cost $27.57 Unrealized +4.7%
The Container Store Group, In 0.0%
Value ($000) $5 Shares 253 Est. Cost $23.72 Unrealized
Anglo American Plc Sp Adr 0.0%
Value ($000) $5 Shares 536 Est. Cost $9.33 Unrealized
Yamana Gold Inc. 0.0%
Value ($000) $5 Shares 1,278 Est. Cost $9.12 Unrealized
PRLB Proto Labs, Inc. 0.0%
Value ($000) $5 Shares 70 Est. Cost $77.51 Unrealized -15.2%
Peabody Energy Corp 0.0%
Value ($000) $5 Shares 600 Est. Cost $15.00 Unrealized
Sirius XM Radio Inc. 0.0%
Value ($000) $5 Shares 1,426 Est. Cost $3.76 Unrealized
RPM RPM International Inc. 0.0%
Value ($000) $4 Shares 86 Est. Cost $45.87 Unrealized +1.4%
PGNAX PrudJennison Nat. Resources F 0.0%
Value ($000) $4 Shares 111 Est. Cost $36.04 Unrealized
Discovery Communications Inc. 0.0%
Value ($000) $4 Shares 124 Est. Cost $76.61 Unrealized
Discovery Communications-C 0.0%
Value ($000) $4 Shares 124 Est. Cost $40.32 Unrealized
Coach Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $54.55 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $4 Shares 78 Est. Cost $36.34 Unrealized +7.9%
Twitter, Inc. 0.0%
Value ($000) $4 Shares 105 Est. Cost $47.62 Unrealized
EMN Eastman Chemical Company 0.0%
Value ($000) $4 Shares 56 Est. Cost $47.81 Unrealized +16.3%
McGraw Hilll Financial Inc 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
Marathon Oil 0.0%
Value ($000) $4 Shares 133 Est. Cost $37.59 Unrealized
LNN Lindsay Corporation 0.0%
Value ($000) $3 Shares 30 Est. Cost $67.90 Unrealized +8.9%
IENYX Invesco Energy Y 0.0%
Value ($000) $3 Shares 91 Est. Cost $32.97 Unrealized
Ensco Int'l 0.0%
Value ($000) $3 Shares 116 Est. Cost $25.86 Unrealized
DKS Dick's Sporting Goods, Inc 0.0%
Value ($000) $2 Shares 40 Est. Cost $37.09 Unrealized -5.3%
Goldcorp Inc. 0.0%
Value ($000) $2 Shares 125 Est. Cost $24.00 Unrealized
CBS/B 0.0%
Value ($000) $2 Shares 34 Est. Cost $58.82 Unrealized
JPMorgan Alerian MLP Index 0.0%
Value ($000) $2 Shares 42 Est. Cost $52.26 Unrealized
Market Vectors Jr Gold Miner 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
National Grid PLC 0.0%
Value ($000) $2 Shares 32 Est. Cost $70.89 Unrealized
Aerohive Networks, Inc. 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.00 Unrealized
SodaStream International LTD COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $50.00 Unrealized
Safeguard Scientifics Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
Viacom Inc-Cl B 0.0%
Value ($000) $2 Shares 33 Est. Cost $90.91 Unrealized
American Water Works Co., Inc 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
PSX Phillips 66 0.0%
Value ($000) $1 Shares 9 Est. Cost $49.23 Unrealized -0.2%
Tyco Electronics Ltd. 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
Time Warner Cable 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
Haylard Health 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
California Resources Corp 0.0%
Value ($000) $1 Shares 160 Est. Cost $6.25 Unrealized
Navistar International Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
NOK Nokia Corp Sponsored ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.75 Unrealized
Genitope Corp 0.0%
Value ($000) $0 Shares 6,000 Est. Cost Unrealized
DRD DRD Gold Limited 0.0%
Value ($000) $0 Shares 130 Est. Cost $7.69 Unrealized
Durect Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
Time Inc. 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
Fairpoint Communications Inc 0.0%
Value ($000) $0 Shares 2 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
Western Lithium USA Corp 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
NPNTQ NorthPoint Communications Gro 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.00 Unrealized +421.9%
Rainbow Coral Corporation 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
Veritiv Corp 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized