Nelson Capital Management, LLC Diversified Active

CIK: 0001512611 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 12, 2015

Total Value ($000): $277,263 (100.0% shares, 0.0% debt)

Holdings (277)

WhiteWave Foods Co. 4.1%
Value ($000) $11,444 Shares 258,105 Est. Cost $34.34 Unrealized
Amazon Com Inc. 3.3%
Value ($000) $9,183 Shares 24,679 Est. Cost $314.06 Unrealized
AKAM Akamai Technologies 3.2%
Value ($000) $8,817 Shares 124,102 Est. Cost $43.34 Unrealized +52.5%
COST Costco Wholesale Corp 3.0%
Value ($000) $8,180 Shares 53,995 Est. Cost $87.15 Unrealized +38.7%
IVZ Invesco Ltd 2.9%
Value ($000) $8,023 Shares 202,152 Est. Cost $19.14 Unrealized +26.2%
UPS United Parcel Service 2.8%
Value ($000) $7,898 Shares 81,472 Est. Cost $60.55 Unrealized +14.6%
TROW T. Rowe Price Group Inc 2.8%
Value ($000) $7,805 Shares 96,376 Est. Cost $50.37 Unrealized +8.4%
DIS Disney (Walt & Co.) 2.8%
Value ($000) $7,702 Shares 73,434 Est. Cost $57.50 Unrealized +59.8%
SLB Schlumberger Ltd 2.8%
Value ($000) $7,662 Shares 91,821 Est. Cost $65.06 Unrealized -5.7%
TJX TJX Companies Inc. 2.7%
Value ($000) $7,620 Shares 108,774 Est. Cost $22.47 Unrealized +30.3%
XLV Healthcare SPDR 2.6%
Value ($000) $7,305 Shares 100,758 Est. Cost $67.50 Unrealized
QCOM Qualcomm Inc 2.6%
Value ($000) $7,104 Shares 102,448 Est. Cost $46.33 Unrealized +11.5%
GWW W.W. Grainger, Inc. 2.4%
Value ($000) $6,714 Shares 28,470 Est. Cost $211.13 Unrealized -5.3%
XLU Utilities Sector SPDR 2.3%
Value ($000) $6,449 Shares 145,152 Est. Cost $38.40 Unrealized
NVS Novartis A G Spon ADR 2.3%
Value ($000) $6,309 Shares 63,978 Est. Cost $72.95 Unrealized
CVX Chevron Corp. 2.2%
Value ($000) $6,215 Shares 59,198 Est. Cost $71.70 Unrealized -6.7%
Varian Medical Systems Inc. 2.2%
Value ($000) $5,996 Shares 63,731 Est. Cost $68.65 Unrealized
Travelers Companies Inc. 2.1%
Value ($000) $5,933 Shares 54,870 Est. Cost $105.85 Unrealized
CSCO Cisco Systems Inc. 2.1%
Value ($000) $5,864 Shares 213,031 Est. Cost $15.36 Unrealized +30.8%
Celgene Corp. 2.0%
Value ($000) $5,654 Shares 49,043 Est. Cost $87.20 Unrealized
UNH United Health Care 2.0%
Value ($000) $5,496 Shares 46,460 Est. Cost $93.18 Unrealized 0.0%
Praxair Inc 2.0%
Value ($000) $5,417 Shares 44,865 Est. Cost $116.53 Unrealized
Whole Foods Market 1.9%
Value ($000) $5,395 Shares 103,590 Est. Cost $50.44 Unrealized
USB US Bancorp 1.9%
Value ($000) $5,256 Shares 120,352 Est. Cost $22.97 Unrealized +29.7%
FFIV F5 Networks 1.8%
Value ($000) $5,054 Shares 43,970 Est. Cost $80.74 Unrealized +45.7%
Google Inc Cl-C Non-vtg 1.8%
Value ($000) $4,929 Shares 8,994 Est. Cost $533.17 Unrealized
CRM Salesforce.com 1.8%
Value ($000) $4,911 Shares 73,500 Est. Cost $55.72 Unrealized +10.0%
VZ Verizon Communications 1.8%
Value ($000) $4,876 Shares 100,275 Est. Cost $27.04 Unrealized +2.1%
GILD Gilead Sciences 1.7%
Value ($000) $4,804 Shares 48,951 Est. Cost $38.57 Unrealized +82.9%
MAS Masco Corp 1.7%
Value ($000) $4,713 Shares 176,520 Est. Cost $15.90 Unrealized +21.5%
HXL Hexcel Corp 1.7%
Value ($000) $4,663 Shares 90,692 Est. Cost $33.15 Unrealized +38.3%
Time Warner Inc 1.7%
Value ($000) $4,658 Shares 55,158 Est. Cost $75.45 Unrealized
PAYX Paychex Inc. 1.6%
Value ($000) $4,541 Shares 91,515 Est. Cost $25.53 Unrealized +36.9%
ORCL Oracle Corp. 1.6%
Value ($000) $4,382 Shares 101,545 Est. Cost $28.07 Unrealized +31.3%
Cavium Networks, Inc. 1.5%
Value ($000) $4,218 Shares 59,561 Est. Cost $36.78 Unrealized
Royal Dutch Shell PLC 1.5%
Value ($000) $4,209 Shares 67,124 Est. Cost $68.17 Unrealized
DEO Diageo PLC-SP ADR 1.5%
Value ($000) $4,113 Shares 37,197 Est. Cost $116.02 Unrealized
JPM J.P.Morgan Chase & Co 1.4%
Value ($000) $3,833 Shares 63,279 Est. Cost $40.03 Unrealized +10.6%
Apple Computer 1.1%
Value ($000) $3,015 Shares 24,228 Est. Cost $126.98 Unrealized
XLK Technology Sector SPDR 1.1%
Value ($000) $2,931 Shares 70,738 Est. Cost $31.19 Unrealized
SVB Financial Group 1.0%
Value ($000) $2,715 Shares 21,370 Est. Cost $127.05 Unrealized
FRCB First Republic Bank 1.0%
Value ($000) $2,676 Shares 46,880 Est. Cost $51.25 Unrealized 0.0%
NY Commnunity Bank 0.9%
Value ($000) $2,574 Shares 153,840 Est. Cost $16.73 Unrealized
Michael Kors Hldgs 0.9%
Value ($000) $2,568 Shares 39,050 Est. Cost $65.76 Unrealized
Hess Corporation 0.8%
Value ($000) $2,317 Shares 34,135 Est. Cost $69.26 Unrealized
XLF Financial Select Sector 0.5%
Value ($000) $1,391 Shares 57,682 Est. Cost $20.68 Unrealized
XLP Consumer Staples SPDR 0.5%
Value ($000) $1,373 Shares 28,174 Est. Cost $40.02 Unrealized
XLI Industrial Sector SPDR 0.5%
Value ($000) $1,301 Shares 23,335 Est. Cost $43.20 Unrealized
XLY Consumer Disc SPDR 0.4%
Value ($000) $1,197 Shares 15,884 Est. Cost $58.99 Unrealized
XLE Energy Select SPDR 0.4%
Value ($000) $1,124 Shares 14,482 Est. Cost $79.28 Unrealized
AT&T Corp 0.4%
Value ($000) $1,078 Shares 33,020 Est. Cost $34.44 Unrealized
XOM Exxon Mobil Corp 0.4%
Value ($000) $1,066 Shares 12,540 Est. Cost $53.91 Unrealized +3.1%
GOLD Trust ETF 0.3%
Value ($000) $963 Shares 8,470 Est. Cost $118.99 Unrealized
American Express 0.3%
Value ($000) $919 Shares 11,761 Est. Cost $75.90 Unrealized
XLB Materials Select Sector SPDR 0.3%
Value ($000) $713 Shares 14,611 Est. Cost $39.33 Unrealized
Google Inc Cl-A Vtg 0.2%
Value ($000) $686 Shares 1,236 Est. Cost $719.60 Unrealized
KO Coca-Cola 0.2%
Value ($000) $682 Shares 16,810 Est. Cost $27.87 Unrealized +6.3%
MCD McDonald's Corp 0.2%
Value ($000) $602 Shares 6,180 Est. Cost $71.78 Unrealized +0.5%
QLYS Qualys Inc. 0.2%
Value ($000) $528 Shares 11,363 Est. Cost $12.98 Unrealized +229.6%
NSC Norfolk Southern Corporation 0.2%
Value ($000) $459 Shares 4,455 Est. Cost $56.99 Unrealized +47.7%
LOW Lowes Companies Inc. 0.2%
Value ($000) $446 Shares 6,000 Est. Cost $32.16 Unrealized +83.3%
NUE Nucor Corporation 0.1%
Value ($000) $374 Shares 7,865 Est. Cost $34.06 Unrealized +5.5%
Automatic Data Processing 0.1%
Value ($000) $373 Shares 4,358 Est. Cost $75.51 Unrealized
IBM Int'l Business Machines 0.1%
Value ($000) $334 Shares 2,082 Est. Cost $118.10 Unrealized -18.3%
Express Scripts Inc 0.1%
Value ($000) $328 Shares 3,779 Est. Cost $64.28 Unrealized
Walgreens Boots Alliance 0.1%
Value ($000) $298 Shares 3,514 Est. Cost $76.27 Unrealized
National Oilwell Varco INC 0.1%
Value ($000) $272 Shares 5,440 Est. Cost $67.39 Unrealized
DHR Danaher Corp Del 0.1%
Value ($000) $256 Shares 3,019 Est. Cost $26.21 Unrealized +33.0%
PG Procter & Gamble Co. 0.1%
Value ($000) $248 Shares 3,032 Est. Cost $55.82 Unrealized +13.9%
Sun Hydraulics Corp 0.1%
Value ($000) $244 Shares 5,890 Est. Cost $32.08 Unrealized
INGR Ingredion Inc. 0.1%
Value ($000) $236 Shares 3,030 Est. Cost $69.96 Unrealized +17.0%
ABBV AbbVie Inc. 0.1%
Value ($000) $219 Shares 3,734 Est. Cost $28.74 Unrealized +35.2%
Boeing Co. 0.1%
Value ($000) $214 Shares 1,428 Est. Cost $120.89 Unrealized
PEP Pepsico Inc. 0.1%
Value ($000) $204 Shares 2,129 Est. Cost $61.42 Unrealized +13.5%
PowerShares Pfd Portfolio 0.1%
Value ($000) $201 Shares 13,500 Est. Cost $14.30 Unrealized
Visa Inc Com CL A 0.1%
Value ($000) $196 Shares 3,004 Est. Cost $99.22 Unrealized
General Electric 0.1%
Value ($000) $193 Shares 7,780 Est. Cost $23.93 Unrealized
MSFT Microsoft Corp 0.1%
Value ($000) $169 Shares 4,147 Est. Cost $32.61 Unrealized +14.2%
HON Honeywell International 0.1%
Value ($000) $146 Shares 1,400 Est. Cost $53.13 Unrealized +37.4%
EIX Edison Int'l 0.1%
Value ($000) $142 Shares 2,280 Est. Cost $31.66 Unrealized +34.4%
META Facebook 0.0%
Value ($000) $137 Shares 1,663 Est. Cost $39.31 Unrealized +97.9%
United Technologies Corp 0.0%
Value ($000) $132 Shares 1,126 Est. Cost $99.65 Unrealized
Merck & Co 0.0%
Value ($000) $129 Shares 2,245 Est. Cost $47.96 Unrealized
Abbott Labs 0.0%
Value ($000) $128 Shares 2,765 Est. Cost $33.09 Unrealized
HD Home Depot 0.0%
Value ($000) $124 Shares 1,093 Est. Cost $68.54 Unrealized +24.5%
JNJ Johnson & Johnson 0.0%
Value ($000) $124 Shares 1,231 Est. Cost $64.78 Unrealized +16.0%
Wells Fargo Pfd 0.0%
Value ($000) $123 Shares 5,000 Est. Cost $23.40 Unrealized
Dow Chemical 0.0%
Value ($000) $121 Shares 2,530 Est. Cost $41.28 Unrealized
MMM 3M Company 0.0%
Value ($000) $121 Shares 732 Est. Cost $74.48 Unrealized +30.1%
DLTR Dollar Tree, Inc 0.0%
Value ($000) $114 Shares 1,400 Est. Cost $48.73 Unrealized +55.8%
US Bancorp 0.0%
Value ($000) $109 Shares 4,000 Est. Cost $27.50 Unrealized
GS Goldman Sachs Group 0.0%
Value ($000) $105 Shares 560 Est. Cost $132.93 Unrealized +12.7%
HP Helmerich and Payne 0.0%
Value ($000) $102 Shares 1,500 Est. Cost $61.57 Unrealized +6.3%
Duke Energy Corp 0.0%
Value ($000) $102 Shares 1,333 Est. Cost $67.38 Unrealized
ADBE Adobe Systems Inc 0.0%
Value ($000) $98 Shares 1,330 Est. Cost $44.37 Unrealized +68.1%
CMCSA Comcast Cl-A 0.0%
Value ($000) $94 Shares 1,673 Est. Cost $20.69 Unrealized +8.3%
SBUX Starbucks Corporation 0.0%
Value ($000) $83 Shares 873 Est. Cost $30.93 Unrealized +16.8%
Anixter International Inc. 0.0%
Value ($000) $76 Shares 1,000 Est. Cost $88.00 Unrealized
NKE Nike Inc. 0.0%
Value ($000) $76 Shares 758 Est. Cost $30.50 Unrealized +36.7%
CTSH Cognizant Technology Solution 0.0%
Value ($000) $75 Shares 1,203 Est. Cost $47.62 Unrealized +9.8%
IRBTQ iRobot Corp 0.0%
Value ($000) $72 Shares 2,200 Est. Cost $31.24 Unrealized +3.9%
INTC Intel Corp. 0.0%
Value ($000) $69 Shares 2,217 Est. Cost $18.39 Unrealized +41.4%
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 +11.0%
Tocqueville Gold Fund 0.0%
Value ($000) $67 Shares 2,226 Est. Cost $37.67 Unrealized
PFE Pfizer Inc 0.0%
Value ($000) $66 Shares 1,910 Est. Cost $17.56 Unrealized +14.5%
TSLA Tesla Motors, Inc. 0.0%
Value ($000) $65 Shares 346 Est. Cost $11.68 Unrealized +15.6%
MAT Mattel Inc. 0.0%
Value ($000) $64 Shares 2,785 Est. Cost $26.53 Unrealized 0.0%
SGMO Sangamo Biosciences Inc. 0.0%
Value ($000) $58 Shares 3,700 Est. Cost $10.55 Unrealized +46.7%
ITW Illinois Tool Works 0.0%
Value ($000) $58 Shares 599 Est. Cost $63.21 Unrealized +17.9%
AMGN Amgen 0.0%
Value ($000) $57 Shares 355 Est. Cost $115.04 Unrealized 0.0%
COP Conocophillips 0.0%
Value ($000) $56 Shares 903 Est. Cost $51.44 Unrealized -11.4%
CL Colgate Palmolive 0.0%
Value ($000) $56 Shares 808 Est. Cost $50.81 Unrealized +5.6%
ECL Ecolab Inc 0.0%
Value ($000) $56 Shares 487 Est. Cost $87.94 Unrealized +10.5%
Altria Group Inc. 0.0%
Value ($000) $55 Shares 1,095 Est. Cost $39.53 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
EBAY eBay Inc. 0.0%
Value ($000) $51 Shares 879 Est. Cost $20.80 Unrealized +2.0%
KMI Kinder Morgan Inc. 0.0%
Value ($000) $51 Shares 1,221 Est. Cost $22.45 Unrealized +6.3%
SEE Sealed Air Corp 0.0%
Value ($000) $48 Shares 1,060 Est. Cost $28.71 Unrealized +29.0%
WMT Wal Mart Stores 0.0%
Value ($000) $46 Shares 563 Est. Cost $20.04 Unrealized +15.0%
VFC VF Corporation 0.0%
Value ($000) $46 Shares 606 Est. Cost $64.71 Unrealized +7.0%
BAC Bank of America Corp 0.0%
Value ($000) $46 Shares 2,960 Est. Cost $12.76 Unrealized 0.0%
PM Philip Morris International I 0.0%
Value ($000) $45 Shares 600 Est. Cost $49.33 Unrealized -4.6%
STT State Street Corp 0.0%
Value ($000) $45 Shares 609 Est. Cost $45.09 Unrealized +22.4%
Spectra Energy Corp 0.0%
Value ($000) $44 Shares 1,222 Est. Cost $34.54 Unrealized
HAL Halliburton Co. 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $33.21 Unrealized +1.8%
PCG PG&E Corp. 0.0%
Value ($000) $44 Shares 820 Est. Cost $39.15 Unrealized +27.5%
Medtronic Inc. 0.0%
Value ($000) $43 Shares 557 Est. Cost $51.43 Unrealized
Twenty-First Century Fox-A 0.0%
Value ($000) $41 Shares 1,200 Est. Cost $34.65 Unrealized
R Ryder System Inc 0.0%
Value ($000) $39 Shares 410 Est. Cost $83.73 Unrealized +9.7%
MIDD Middleby Corporation 0.0%
Value ($000) $39 Shares 384 Est. Cost $80.90 Unrealized +25.6%
PFG Principal Financial Group 0.0%
Value ($000) $39 Shares 750 Est. Cost $23.49 Unrealized +43.4%
UNP Union Pacific 0.0%
Value ($000) $38 Shares 348 Est. Cost $65.92 Unrealized +39.3%
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $36 Shares 235 Est. Cost $127.66 Unrealized
Rockwell Collins Inc 0.0%
Value ($000) $35 Shares 358 Est. Cost $97.77 Unrealized
ORLY O'Reilly Automotive, Inc 0.0%
Value ($000) $35 Shares 162 Est. Cost $13.44 Unrealized 0.0%
PAA Plains All American Pipeline 0.0%
Value ($000) $35 Shares 723 Est. Cost $53.25 Unrealized
Mylan Labs 0.0%
Value ($000) $35 Shares 583 Est. Cost $60.03 Unrealized
MHK Mohawk Industries Inc. 0.0%
Value ($000) $34 Shares 184 Est. Cost $173.03 Unrealized 0.0%
ITT Industries Inc 0.0%
Value ($000) $34 Shares 845 Est. Cost $48.52 Unrealized
AutoZone, Inc. 0.0%
Value ($000) $34 Shares 50 Est. Cost $420.00 Unrealized
VTIAX Vanguard Total Int'l Stock In 0.0%
Value ($000) $34 Shares 1,273 Est. Cost $25.92 Unrealized
ITC Holdings Corp 0.0%
Value ($000) $34 Shares 902 Est. Cost $37.69 Unrealized
Yum! Brands 0.0%
Value ($000) $33 Shares 414 Est. Cost $79.71 Unrealized
Intercontinental Exchange Inc 0.0%
Value ($000) $33 Shares 143 Est. Cost $230.77 Unrealized
MCK McKesson Corp. 0.0%
Value ($000) $33 Shares 145 Est. Cost $204.26 Unrealized 0.0%
Raytheon Company 0.0%
Value ($000) $33 Shares 305 Est. Cost $91.80 Unrealized
BRO Brown & Brown Inc 0.0%
Value ($000) $33 Shares 990 Est. Cost $13.96 Unrealized +4.5%
ROK Rockwell Int'l 0.0%
Value ($000) $32 Shares 277 Est. Cost $90.76 Unrealized 0.0%
BP PLC-Spons ADR 0.0%
Value ($000) $31 Shares 792 Est. Cost $46.27 Unrealized
TMO Thermo Fisher Scientific 0.0%
Value ($000) $30 Shares 221 Est. Cost $98.64 Unrealized +26.4%
Target Corp 0.0%
Value ($000) $30 Shares 367 Est. Cost $76.29 Unrealized
Johnson Controls Inc 0.0%
Value ($000) $30 Shares 600 Est. Cost $35.79 Unrealized
Steelcase Inc-CL A 0.0%
Value ($000) $29 Shares 1,555 Est. Cost $15.43 Unrealized
Vodafone Group PLC-SP ADR 0.0%
Value ($000) $29 Shares 894 Est. Cost $30.36 Unrealized
CCK Crown Holdings Inc 0.0%
Value ($000) $29 Shares 540 Est. Cost $45.58 Unrealized +3.6%
SWX Southwest Gas Corp 0.0%
Value ($000) $29 Shares 500 Est. Cost $48.72 Unrealized +21.2%
OXY Occidental Petroleum 0.0%
Value ($000) $29 Shares 400 Est. Cost $63.37 Unrealized -12.0%
Cerner Corp 0.0%
Value ($000) $29 Shares 400 Est. Cost $95.00 Unrealized
MRSH Marsh & McLennan Companies 0.0%
Value ($000) $28 Shares 500 Est. Cost $40.50 Unrealized +15.2%
SCHW Schwab (Charles) Corp 0.0%
Value ($000) $28 Shares 920 Est. Cost $22.85 Unrealized +11.2%
IP International Paper 0.0%
Value ($000) $28 Shares 500 Est. Cost $27.05 Unrealized +21.1%
IYC iShares U.S. Consumer Service 0.0%
Value ($000) $27 Shares 190 Est. Cost $121.05 Unrealized
LLY Lilly Eli & co 0.0%
Value ($000) $26 Shares 363 Est. Cost $43.03 Unrealized +36.3%
IYK iShare US Consumer Goods ETF 0.0%
Value ($000) $25 Shares 240 Est. Cost $100.00 Unrealized
Royal Dutch Shell PLC A Shrs 0.0%
Value ($000) $24 Shares 400 Est. Cost $72.50 Unrealized
Block H&R 0.0%
Value ($000) $24 Shares 750 Est. Cost $33.33 Unrealized
CHD Church & Dwight Co., Inc. 0.0%
Value ($000) $24 Shares 279 Est. Cost $26.18 Unrealized +37.7%
Suncor Energy Inc. 0.0%
Value ($000) $23 Shares 800 Est. Cost $30.00 Unrealized
KMB Kimberly Clark 0.0%
Value ($000) $23 Shares 215 Est. Cost $71.27 Unrealized +7.1%
EMR Emerson Electric 0.0%
Value ($000) $23 Shares 410 Est. Cost $42.48 Unrealized +2.2%
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $23 Shares 695 Est. Cost $33.09 Unrealized
Monsanto 0.0%
Value ($000) $23 Shares 200 Est. Cost $109.06 Unrealized
WMK Weis Markets, Inc. 0.0%
Value ($000) $22 Shares 450 Est. Cost $31.18 Unrealized +20.3%
IDU iShares US Utilities ETF 0.0%
Value ($000) $22 Shares 200 Est. Cost $110.00 Unrealized
MA MasterCard Inc. 0.0%
Value ($000) $21 Shares 238 Est. Cost $71.62 Unrealized +13.5%
NWL Newell Rubbermaid 0.0%
Value ($000) $21 Shares 535 Est. Cost $19.32 Unrealized +30.7%
Diebold Inc. 0.0%
Value ($000) $20 Shares 570 Est. Cost $40.35 Unrealized
Accenture LTD 0.0%
Value ($000) $20 Shares 214 Est. Cost $72.29 Unrealized
EMC Corp Mass 0.0%
Value ($000) $19 Shares 750 Est. Cost $26.33 Unrealized
WAT Waters Corp 0.0%
Value ($000) $18 Shares 147 Est. Cost $95.76 Unrealized +24.6%
DE Deere & Co. 0.0%
Value ($000) $18 Shares 200 Est. Cost $68.04 Unrealized +7.3%
ETFs Gold Trust 0.0%
Value ($000) $17 Shares 145 Est. Cost $133.33 Unrealized
iShares Gold Trust 0.0%
Value ($000) $17 Shares 1,450 Est. Cost $13.02 Unrealized
CAT Caterpillar Inc. 0.0%
Value ($000) $17 Shares 216 Est. Cost $61.55 Unrealized +2.6%
COF Capital One 0.0%
Value ($000) $16 Shares 200 Est. Cost $47.00 Unrealized +37.3%
Activision Bllizzard 0.0%
Value ($000) $16 Shares 684 Est. Cost $21.41 Unrealized
EQT Midstream Partners LP 0.0%
Value ($000) $16 Shares 200 Est. Cost $60.00 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $16 Shares 200 Est. Cost $31.60 Unrealized +20.6%
FirstMerit Coporation 0.0%
Value ($000) $15 Shares 762 Est. Cost $19.69 Unrealized
Nimble Storage Inc 0.0%
Value ($000) $15 Shares 661 Est. Cost $30.26 Unrealized
SA Seabridge Gold Inc. 0.0%
Value ($000) $14 Shares 2,500 Est. Cost $11.28 Unrealized -30.8%
HSBC Holdings PLC Preferred 0.0%
Value ($000) $13 Shares 500 Est. Cost $24.00 Unrealized
Total Fina Elf S A ADR 0.0%
Value ($000) $13 Shares 267 Est. Cost $52.43 Unrealized
Zillow, Inc. 0.0%
Value ($000) $13 Shares 130 Est. Cost $90.77 Unrealized
FAST Fastenal Co 0.0%
Value ($000) $13 Shares 304 Est. Cost $8.47 Unrealized -4.4%
SPDR Oil & Gas Equip & Serv 0.0%
Value ($000) $13 Shares 515 Est. Cost $49.23 Unrealized
BHP Billiton Ltd ADR 0.0%
Value ($000) $13 Shares 276 Est. Cost $66.43 Unrealized
DNOW NOW inc 0.0%
Value ($000) $13 Shares 600 Est. Cost $33.70 Unrealized -31.0%
Analog Devices 0.0%
Value ($000) $13 Shares 200 Est. Cost $45.00 Unrealized
PNC PNC Financial Services 0.0%
Value ($000) $12 Shares 125 Est. Cost $56.79 Unrealized +13.2%
WU Western Union 0.0%
Value ($000) $11 Shares 550 Est. Cost $16.40 Unrealized
TRIP TripAdvisor Inc. 0.0%
Value ($000) $11 Shares 137 Est. Cost $69.90 Unrealized 0.0%
UAA Under Armour, Inc. 0.0%
Value ($000) $10 Shares 125 Est. Cost $26.26 Unrealized +40.1%
SPDR S&P Oil & Gas EXP & PR 0.0%
Value ($000) $10 Shares 200 Est. Cost $82.19 Unrealized
GGG Graco 0.0%
Value ($000) $10 Shares 144 Est. Cost $21.66 Unrealized -0.8%
Barclays Bank 7.10% ADR 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.00 Unrealized
BBY Best Buy Co. Inc 0.0%
Value ($000) $9 Shares 246 Est. Cost $25.66 Unrealized 0.0%
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $9 Shares 200 Est. Cost $50.00 Unrealized
UNFI United Natural Foods Inc. 0.0%
Value ($000) $9 Shares 119 Est. Cost $62.80 Unrealized +24.8%
Hewlett Packard 0.0%
Value ($000) $9 Shares 280 Est. Cost $24.85 Unrealized
ZBH Zimmer Holdings 0.0%
Value ($000) $9 Shares 74 Est. Cost $89.58 Unrealized +16.5%
TXN Texas Instruments 0.0%
Value ($000) $8 Shares 133 Est. Cost $28.70 Unrealized +45.4%
Cooper Cos Inc 0.0%
Value ($000) $8 Shares 45 Est. Cost $177.78 Unrealized
PEG Public Svc Enterprise Gp 0.0%
Value ($000) $8 Shares 200 Est. Cost $21.73 Unrealized +31.2%
RSG Republic Services 0.0%
Value ($000) $8 Shares 200 Est. Cost $26.37 Unrealized +26.9%
Quidel Corporation 0.0%
Value ($000) $8 Shares 300 Est. Cost $26.67 Unrealized
LNG Cheniere Energy Inc 0.0%
Value ($000) $7 Shares 84 Est. Cost $74.62 Unrealized 0.0%
Carnival Corp 0.0%
Value ($000) $7 Shares 150 Est. Cost $33.33 Unrealized
MPC Marathon Petroleum Corporatio 0.0%
Value ($000) $7 Shares 66 Est. Cost $30.05 Unrealized +14.4%
Baidu Inc. 0.0%
Value ($000) $7 Shares 35 Est. Cost $142.86 Unrealized
HIS Inc-Class A 0.0%
Value ($000) $7 Shares 65 Est. Cost $107.69 Unrealized
Starwood Hotels & Resorts Wor 0.0%
Value ($000) $7 Shares 87 Est. Cost $80.46 Unrealized
TEVA Teva Pharmaceutical 0.0%
Value ($000) $7 Shares 117 Est. Cost $59.83 Unrealized
INTU Intuit Inc 0.0%
Value ($000) $6 Shares 67 Est. Cost $85.15 Unrealized 0.0%
Tri Continental Corp 0.0%
Value ($000) $6 Shares 275 Est. Cost $18.18 Unrealized
VMware Inc. 0.0%
Value ($000) $6 Shares 70 Est. Cost $81.33 Unrealized
VRSK Verisk Analytics Inc-ClassA A 0.0%
Value ($000) $6 Shares 80 Est. Cost $64.53 Unrealized 0.0%
IDA Idacorp 0.0%
Value ($000) $6 Shares 100 Est. Cost $48.08 Unrealized +33.7%
OGE OGE Energy Corp 0.0%
Value ($000) $6 Shares 193 Est. Cost $33.53 Unrealized 0.0%
Blackrock Inc. CL A 0.0%
Value ($000) $6 Shares 16 Est. Cost $375.00 Unrealized
PCAR Paccar Inc. 0.0%
Value ($000) $6 Shares 100 Est. Cost $21.67 Unrealized +30.1%
LinkedIn Corporation 0.0%
Value ($000) $5 Shares 20 Est. Cost $186.56 Unrealized
Amyris 0.0%
Value ($000) $5 Shares 2,213 Est. Cost $2.89 Unrealized
Sirius XM Radio Inc. 0.0%
Value ($000) $5 Shares 1,426 Est. Cost $3.76 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $5 Shares 78 Est. Cost $36.34 Unrealized +13.4%
Yamana Gold Inc. 0.0%
Value ($000) $5 Shares 1,278 Est. Cost $9.12 Unrealized
Xerox Corp. 0.0%
Value ($000) $5 Shares 400 Est. Cost $12.66 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $5 Shares 54 Est. Cost $87.06 Unrealized 0.0%
EMN Eastman Chemical Company 0.0%
Value ($000) $4 Shares 56 Est. Cost $47.81 Unrealized +6.8%
Discovery Communications-C 0.0%
Value ($000) $4 Shares 124 Est. Cost $40.32 Unrealized
Dunkin' Branks Group Inc 0.0%
Value ($000) $4 Shares 93 Est. Cost $43.01 Unrealized
Discovery Communications Inc. 0.0%
Value ($000) $4 Shares 124 Est. Cost $76.61 Unrealized
NDSN Nordson Corp 0.0%
Value ($000) $4 Shares 52 Est. Cost $67.37 Unrealized 0.0%
Priceline.com Inc New 0.0%
Value ($000) $4 Shares 3 Est. Cost $1333.33 Unrealized
Anglo American Plc Sp Adr 0.0%
Value ($000) $4 Shares 536 Est. Cost $9.33 Unrealized
RPM RPM International Inc. 0.0%
Value ($000) $4 Shares 86 Est. Cost $45.87 Unrealized +5.4%
Marathon Oil 0.0%
Value ($000) $3 Shares 133 Est. Cost $37.59 Unrealized
MEOH Methanex Corp. 0.0%
Value ($000) $3 Shares 50 Est. Cost $54.52 Unrealized -8.1%
Aerohive Networks, Inc. 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.00 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
Viacom Inc-Cl B 0.0%
Value ($000) $2 Shares 33 Est. Cost $90.91 Unrealized
JPMorgan Alerian MLP Index 0.0%
Value ($000) $2 Shares 42 Est. Cost $52.26 Unrealized
DKS Dick's Sporting Goods, Inc 0.0%
Value ($000) $2 Shares 40 Est. Cost $37.09 Unrealized +11.2%
LNN Lindsay Corporation 0.0%
Value ($000) $2 Shares 30 Est. Cost $67.90 Unrealized +8.0%
Ensco Int'l 0.0%
Value ($000) $2 Shares 116 Est. Cost $25.86 Unrealized
Goldcorp Inc. 0.0%
Value ($000) $2 Shares 125 Est. Cost $24.00 Unrealized
Leapfrog Enterprises Inc. 0.0%
Value ($000) $1 Shares 500 Est. Cost $8.22 Unrealized
Tyco Electronics Ltd. 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
Haylard Health Inc 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
Time Warner Cable 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
PSX Phillips 66 0.0%
Value ($000) $1 Shares 9 Est. Cost $49.23 Unrealized +0.0%
NPNTQ NorthPoint Communications Gro 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.00 Unrealized +900.0%
Navistar International Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Rainbow Coral Corporation 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
NOK Nokia Corp Sponsored ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.75 Unrealized
DRD DRD Gold Limited 0.0%
Value ($000) $0 Shares 130 Est. Cost $7.69 Unrealized
Western Lithium USA Corp 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
Time Inc. 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
Immunosyn Corp 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
Fairpoint Communications Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Genitope Corp 0.0%
Value ($000) $0 Shares 6,000 Est. Cost Unrealized
Sanofi CVR 0.0%
Value ($000) $0 Shares 48 Est. Cost Unrealized
Kinross Gold Corp 0.0%
Value ($000) $0 Shares 222 Est. Cost $4.50 Unrealized
Durect Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized