Nelson Capital Management, LLC Diversified Active

CIK: 0001512611 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 30, 2015

Total Value ($000): $276,560 (100.0% shares, 0.0% debt)

Holdings (268)

Amazon Com Inc. 3.9%
Value ($000) $10,816 Shares 24,917 Est. Cost $314.06 Unrealized
AKAM Akamai Technologies 3.2%
Value ($000) $8,869 Shares 127,022 Est. Cost $44.05 Unrealized +68.5%
DIS Disney (Walt & Co.) 3.2%
Value ($000) $8,814 Shares 77,219 Est. Cost $59.58 Unrealized +67.8%
SLB Schlumberger Ltd 3.0%
Value ($000) $8,224 Shares 95,420 Est. Cost $65.12 Unrealized +2.5%
UPS United Parcel Service 3.0%
Value ($000) $8,164 Shares 84,248 Est. Cost $60.78 Unrealized +11.4%
IVZ Invesco Ltd 2.8%
Value ($000) $7,799 Shares 208,025 Est. Cost $19.30 Unrealized +29.1%
XLV Healthcare SPDR 2.8%
Value ($000) $7,756 Shares 104,256 Est. Cost $67.73 Unrealized
TROW T. Rowe Price Group Inc 2.8%
Value ($000) $7,642 Shares 98,318 Est. Cost $50.47 Unrealized +9.2%
COST Costco Wholesale Corp 2.7%
Value ($000) $7,538 Shares 55,811 Est. Cost $88.23 Unrealized +36.3%
TJX TJX Companies Inc. 2.7%
Value ($000) $7,348 Shares 111,043 Est. Cost $22.59 Unrealized +27.0%
WhiteWave Foods Co. 2.6%
Value ($000) $7,281 Shares 148,964 Est. Cost $34.34 Unrealized
GWW W.W. Grainger, Inc. 2.5%
Value ($000) $6,908 Shares 29,190 Est. Cost $210.96 Unrealized -3.2%
NVS Novartis A G Spon ADR 2.4%
Value ($000) $6,506 Shares 66,163 Est. Cost $73.79 Unrealized
QCOM Qualcomm Inc 2.4%
Value ($000) $6,502 Shares 103,820 Est. Cost $46.38 Unrealized +8.5%
XLU Utilities Sector SPDR 2.2%
Value ($000) $6,048 Shares 145,881 Est. Cost $38.40 Unrealized
CSCO Cisco Systems Inc. 2.2%
Value ($000) $6,019 Shares 219,208 Est. Cost $15.51 Unrealized +33.0%
GILD Gilead Sciences 2.1%
Value ($000) $5,862 Shares 50,070 Est. Cost $39.41 Unrealized +92.8%
UNH United Health Care 2.1%
Value ($000) $5,842 Shares 47,887 Est. Cost $93.37 Unrealized +6.7%
Celgene Corp. 2.1%
Value ($000) $5,784 Shares 49,979 Est. Cost $87.74 Unrealized
CVX Chevron Corp. 2.1%
Value ($000) $5,768 Shares 59,791 Est. Cost $71.65 Unrealized -7.3%
FFIV F5 Networks 2.0%
Value ($000) $5,507 Shares 45,755 Est. Cost $82.38 Unrealized +49.2%
Varian Medical Systems Inc. 2.0%
Value ($000) $5,505 Shares 65,282 Est. Cost $69.03 Unrealized
Praxair Inc 2.0%
Value ($000) $5,482 Shares 45,855 Est. Cost $116.60 Unrealized
TRV Travelers Companies Inc. 1.9%
Value ($000) $5,392 Shares 55,778 Est. Cost $80.92 Unrealized 0.0%
USB US Bancorp 1.9%
Value ($000) $5,330 Shares 122,813 Est. Cost $23.11 Unrealized +29.4%
CRM Salesforce.com 1.9%
Value ($000) $5,235 Shares 75,190 Est. Cost $56.05 Unrealized +25.5%
Time Warner Inc 1.8%
Value ($000) $5,032 Shares 57,567 Est. Cost $75.95 Unrealized
XOM Exxon Mobil Corp 1.8%
Value ($000) $4,864 Shares 58,460 Est. Cost $54.21 Unrealized +0.2%
VZ Verizon Communications 1.7%
Value ($000) $4,825 Shares 103,508 Est. Cost $27.08 Unrealized +4.6%
MAS Masco Corp 1.7%
Value ($000) $4,822 Shares 180,785 Est. Cost $16.00 Unrealized +26.4%
Google Inc Cl-C Non-vtg 1.7%
Value ($000) $4,811 Shares 9,243 Est. Cost $532.83 Unrealized
HXL Hexcel Corp 1.7%
Value ($000) $4,593 Shares 92,350 Est. Cost $33.46 Unrealized +50.4%
DEO Diageo PLC-SP ADR 1.6%
Value ($000) $4,412 Shares 38,018 Est. Cost $116.02 Unrealized
JPM J.P.Morgan Chase & Co 1.6%
Value ($000) $4,384 Shares 64,703 Est. Cost $40.23 Unrealized +22.1%
PAYX Paychex Inc. 1.6%
Value ($000) $4,381 Shares 93,452 Est. Cost $25.73 Unrealized +37.7%
ORCL Oracle Corp. 1.5%
Value ($000) $4,231 Shares 104,976 Est. Cost $28.36 Unrealized +30.5%
Cavium Networks, Inc. 1.5%
Value ($000) $4,203 Shares 61,077 Est. Cost $37.57 Unrealized
Whole Foods Market 1.5%
Value ($000) $4,171 Shares 105,747 Est. Cost $50.21 Unrealized
SVB Financial Group 1.1%
Value ($000) $3,170 Shares 22,015 Est. Cost $127.54 Unrealized
FRCB First Republic Bank 1.1%
Value ($000) $3,115 Shares 49,416 Est. Cost $51.55 Unrealized +10.8%
NY Commnunity Bank 1.1%
Value ($000) $3,048 Shares 165,843 Est. Cost $16.85 Unrealized
Apple Computer 1.1%
Value ($000) $3,039 Shares 24,228 Est. Cost $126.98 Unrealized
XLK Technology Sector SPDR 1.0%
Value ($000) $2,839 Shares 68,568 Est. Cost $31.19 Unrealized
Hess Corporation 0.8%
Value ($000) $2,345 Shares 35,063 Est. Cost $69.20 Unrealized
Michael Kors Hldgs 0.6%
Value ($000) $1,670 Shares 39,682 Est. Cost $42.08 Unrealized
XLF Financial Select Sector 0.5%
Value ($000) $1,442 Shares 59,132 Est. Cost $20.78 Unrealized
XLP Consumer Staples SPDR 0.5%
Value ($000) $1,321 Shares 27,744 Est. Cost $40.02 Unrealized
AT&T Corp 0.5%
Value ($000) $1,247 Shares 35,115 Est. Cost $34.50 Unrealized
XLI Industrial Sector SPDR 0.4%
Value ($000) $1,242 Shares 22,975 Est. Cost $43.20 Unrealized
XLY Consumer Disc SPDR 0.4%
Value ($000) $1,231 Shares 16,094 Est. Cost $59.22 Unrealized
XLE Energy Select SPDR 0.4%
Value ($000) $1,097 Shares 14,592 Est. Cost $79.28 Unrealized
GOLD Trust ETF 0.3%
Value ($000) $935 Shares 8,320 Est. Cost $118.99 Unrealized
CVS CVS Corporation 0.3%
Value ($000) $844 Shares 8,045 Est. Cost $75.25 Unrealized 0.0%
American Express 0.3%
Value ($000) $704 Shares 9,061 Est. Cost $75.90 Unrealized
Google Inc Cl-A Vtg 0.2%
Value ($000) $667 Shares 1,236 Est. Cost $719.60 Unrealized
XLB Materials Select Sector SPDR 0.2%
Value ($000) $656 Shares 13,557 Est. Cost $39.33 Unrealized
CSX CSX Corporation 0.2%
Value ($000) $641 Shares 19,624 Est. Cost $9.83 Unrealized 0.0%
KO Coca-Cola 0.2%
Value ($000) $495 Shares 12,610 Est. Cost $27.87 Unrealized +4.2%
QLYS Qualys Inc. 0.2%
Value ($000) $458 Shares 11,363 Est. Cost $12.98 Unrealized +245.6%
Royal Dutch Shell PLC 0.2%
Value ($000) $429 Shares 7,481 Est. Cost $68.17 Unrealized
LOW Lowes Companies Inc. 0.1%
Value ($000) $402 Shares 6,000 Est. Cost $32.16 Unrealized +82.9%
NSC Norfolk Southern Corporation 0.1%
Value ($000) $389 Shares 4,455 Est. Cost $56.99 Unrealized +35.9%
NUE Nucor Corporation 0.1%
Value ($000) $360 Shares 8,180 Est. Cost $34.19 Unrealized +8.9%
MCD McDonald's Corp 0.1%
Value ($000) $351 Shares 3,690 Est. Cost $71.78 Unrealized +3.3%
Automatic Data Processing 0.1%
Value ($000) $350 Shares 4,358 Est. Cost $75.51 Unrealized
Express Scripts Inc 0.1%
Value ($000) $336 Shares 3,779 Est. Cost $64.28 Unrealized
Walgreens Boots Alliance 0.1%
Value ($000) $288 Shares 3,414 Est. Cost $76.27 Unrealized
IBM Int'l Business Machines 0.1%
Value ($000) $287 Shares 1,762 Est. Cost $118.10 Unrealized -12.8%
DHR Danaher Corp Del 0.1%
Value ($000) $258 Shares 3,019 Est. Cost $26.21 Unrealized +33.0%
ABBV AbbVie Inc. 0.1%
Value ($000) $248 Shares 3,689 Est. Cost $28.74 Unrealized +47.3%
PG Procter & Gamble Co. 0.1%
Value ($000) $237 Shares 3,032 Est. Cost $55.82 Unrealized +7.4%
BLD Topbuild Corp 0.1%
Value ($000) $232 Shares 8,003 Est. Cost $24.64 Unrealized 0.0%
General Electric 0.1%
Value ($000) $204 Shares 7,668 Est. Cost $23.93 Unrealized
Boeing Co. 0.1%
Value ($000) $198 Shares 1,428 Est. Cost $120.89 Unrealized
PowerShares Pfd Portfolio 0.1%
Value ($000) $196 Shares 13,500 Est. Cost $14.30 Unrealized
National Oilwell Varco INC 0.1%
Value ($000) $169 Shares 3,500 Est. Cost $67.39 Unrealized
MSFT Microsoft Corp 0.1%
Value ($000) $164 Shares 3,718 Est. Cost $32.61 Unrealized +20.5%
PEP Pepsico Inc. 0.1%
Value ($000) $153 Shares 1,644 Est. Cost $61.42 Unrealized +12.8%
Visa Inc Com CL A 0.1%
Value ($000) $151 Shares 2,254 Est. Cost $99.22 Unrealized
Dow Chemical 0.1%
Value ($000) $144 Shares 2,810 Est. Cost $42.27 Unrealized
META Facebook 0.1%
Value ($000) $143 Shares 1,663 Est. Cost $39.31 Unrealized +106.3%
HON Honeywell International 0.1%
Value ($000) $143 Shares 1,400 Est. Cost $53.13 Unrealized +40.7%
Aerohive Networks, Inc. 0.0%
Value ($000) $131 Shares 18,785 Est. Cost $6.89 Unrealized
Abbott Labs 0.0%
Value ($000) $127 Shares 2,580 Est. Cost $33.09 Unrealized
United Technologies Corp 0.0%
Value ($000) $125 Shares 1,126 Est. Cost $99.65 Unrealized
Merck & Co 0.0%
Value ($000) $124 Shares 2,177 Est. Cost $47.96 Unrealized
HD Home Depot 0.0%
Value ($000) $121 Shares 1,093 Est. Cost $68.54 Unrealized +27.1%
JNJ Johnson & Johnson 0.0%
Value ($000) $120 Shares 1,231 Est. Cost $64.78 Unrealized +15.0%
GS Goldman Sachs Group 0.0%
Value ($000) $117 Shares 560 Est. Cost $132.93 Unrealized +23.8%
Wells Fargo Pfd 0.0%
Value ($000) $116 Shares 5,000 Est. Cost $23.40 Unrealized
MMM 3M Company 0.0%
Value ($000) $113 Shares 732 Est. Cost $74.48 Unrealized +27.3%
DLTR Dollar Tree, Inc 0.0%
Value ($000) $111 Shares 1,400 Est. Cost $48.73 Unrealized +62.2%
US Bancorp 0.0%
Value ($000) $107 Shares 4,000 Est. Cost $27.50 Unrealized
HP Helmerich and Payne 0.0%
Value ($000) $106 Shares 1,500 Est. Cost $61.57 Unrealized +20.0%
CMCSA Comcast Cl-A 0.0%
Value ($000) $101 Shares 1,673 Est. Cost $20.69 Unrealized +11.1%
Allergan, Inc 0.0%
Value ($000) $101 Shares 333 Est. Cost $303.30 Unrealized
EIX Edison Int'l 0.0%
Value ($000) $94 Shares 1,700 Est. Cost $31.66 Unrealized +24.6%
Duke Energy Corp 0.0%
Value ($000) $94 Shares 1,333 Est. Cost $67.38 Unrealized
TSLA Tesla Motors, Inc. 0.0%
Value ($000) $93 Shares 346 Est. Cost $11.68 Unrealized +35.4%
Waste Management 0.0%
Value ($000) $93 Shares 2,010 Est. Cost $46.27 Unrealized
ADBE Adobe Systems Inc 0.0%
Value ($000) $88 Shares 1,090 Est. Cost $44.37 Unrealized +75.8%
NKE Nike Inc. 0.0%
Value ($000) $82 Shares 758 Est. Cost $30.50 Unrealized +46.9%
CDK Global Inc. 0.0%
Value ($000) $76 Shares 1,399 Est. Cost $54.32 Unrealized
BMY Bristol Myers Squibb 0.0%
Value ($000) $72 Shares 1,080 Est. Cost $46.01 Unrealized 0.0%
IRBTQ iRobot Corp 0.0%
Value ($000) $70 Shares 2,200 Est. Cost $31.24 Unrealized +5.0%
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 1,210 Est. Cost $35.89 Unrealized +15.3%
Tocqueville Gold Fund 0.0%
Value ($000) $67 Shares 2,226 Est. Cost $37.67 Unrealized
INTC Intel Corp. 0.0%
Value ($000) $67 Shares 2,217 Est. Cost $18.39 Unrealized +36.4%
PFE Pfizer Inc 0.0%
Value ($000) $64 Shares 1,910 Est. Cost $17.56 Unrealized +18.3%
SBUX Starbucks Corporation 0.0%
Value ($000) $59 Shares 1,106 Est. Cost $33.03 Unrealized +23.9%
Citigroup 0.0%
Value ($000) $57 Shares 1,040 Est. Cost $48.24 Unrealized
COP Conocophillips 0.0%
Value ($000) $55 Shares 903 Est. Cost $51.44 Unrealized -9.8%
ITW Illinois Tool Works 0.0%
Value ($000) $55 Shares 599 Est. Cost $63.21 Unrealized +17.0%
SEE Sealed Air Corp 0.0%
Value ($000) $54 Shares 1,060 Est. Cost $28.71 Unrealized +40.2%
Amgen 0.0%
Value ($000) $54 Shares 355 Est. Cost $152.11 Unrealized
CL Colgate Palmolive 0.0%
Value ($000) $53 Shares 808 Est. Cost $50.81 Unrealized +4.2%
EBAY eBay Inc. 0.0%
Value ($000) $53 Shares 879 Est. Cost $20.80 Unrealized +6.7%
Altria Group Inc. 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $39.53 Unrealized
PM Philip Morris International I 0.0%
Value ($000) $48 Shares 600 Est. Cost $49.33 Unrealized -2.0%
duPont (E.I.) deNemours 0.0%
Value ($000) $48 Shares 745 Est. Cost $62.55 Unrealized
KMI Kinder Morgan Inc. 0.0%
Value ($000) $47 Shares 1,221 Est. Cost $22.45 Unrealized +8.4%
STT State Street Corp 0.0%
Value ($000) $46 Shares 594 Est. Cost $45.09 Unrealized +27.8%
HAL Halliburton Co. 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $33.21 Unrealized +13.0%
VFC VF Corporation 0.0%
Value ($000) $42 Shares 606 Est. Cost $64.71 Unrealized +4.5%
Medtronic Inc. 0.0%
Value ($000) $41 Shares 557 Est. Cost $51.43 Unrealized
SGMO Sangamo Biosciences Inc. 0.0%
Value ($000) $41 Shares 3,700 Est. Cost $10.55 Unrealized +22.2%
Spectra Energy Corp 0.0%
Value ($000) $40 Shares 1,222 Est. Cost $34.54 Unrealized
Mylan Labs 0.0%
Value ($000) $40 Shares 583 Est. Cost $60.03 Unrealized
WMT Wal Mart Stores 0.0%
Value ($000) $40 Shares 563 Est. Cost $20.04 Unrealized +4.2%
PCG PG&E Corp. 0.0%
Value ($000) $40 Shares 820 Est. Cost $39.15 Unrealized +21.1%
ECL Ecolab Inc 0.0%
Value ($000) $39 Shares 347 Est. Cost $87.94 Unrealized +16.3%
Twenty-First Century Fox-A 0.0%
Value ($000) $39 Shares 1,200 Est. Cost $34.65 Unrealized
PFG Principal Financial Group 0.0%
Value ($000) $38 Shares 750 Est. Cost $23.49 Unrealized +49.1%
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $37 Shares 235 Est. Cost $127.66 Unrealized
Yum! Brands 0.0%
Value ($000) $37 Shares 414 Est. Cost $79.71 Unrealized
ORLY O'Reilly Automotive, Inc 0.0%
Value ($000) $37 Shares 162 Est. Cost $13.44 Unrealized +10.4%
R Ryder System Inc 0.0%
Value ($000) $36 Shares 410 Est. Cost $83.73 Unrealized +12.7%
ROK Rockwell Int'l 0.0%
Value ($000) $35 Shares 277 Est. Cost $90.76 Unrealized +7.7%
MHK Mohawk Industries Inc. 0.0%
Value ($000) $35 Shares 184 Est. Cost $173.03 Unrealized +6.9%
TXRH Texas Roadhouse Inc. 0.0%
Value ($000) $35 Shares 935 Est. Cost $29.89 Unrealized 0.0%
ITT Industries Inc 0.0%
Value ($000) $35 Shares 845 Est. Cost $48.52 Unrealized
VTIAX Vanguard Total Int'l Stock In 0.0%
Value ($000) $34 Shares 1,273 Est. Cost $25.92 Unrealized
UNP Union Pacific 0.0%
Value ($000) $33 Shares 348 Est. Cost $65.92 Unrealized +24.4%
CTSH Cognizant Technology Solution 0.0%
Value ($000) $33 Shares 536 Est. Cost $47.62 Unrealized +16.9%
MCK McKesson Corp. 0.0%
Value ($000) $33 Shares 145 Est. Cost $204.26 Unrealized +4.3%
AutoZone, Inc. 0.0%
Value ($000) $33 Shares 50 Est. Cost $420.00 Unrealized
Rockwell Collins Inc 0.0%
Value ($000) $33 Shares 358 Est. Cost $97.77 Unrealized
BRO Brown & Brown Inc 0.0%
Value ($000) $33 Shares 990 Est. Cost $13.96 Unrealized +6.2%
Anixter International Inc. 0.0%
Value ($000) $33 Shares 500 Est. Cost $88.00 Unrealized
BP PLC-Spons ADR 0.0%
Value ($000) $32 Shares 792 Est. Cost $46.27 Unrealized
Intercontinental Exchange Inc 0.0%
Value ($000) $32 Shares 143 Est. Cost $230.77 Unrealized
OXY Occidental Petroleum 0.0%
Value ($000) $31 Shares 400 Est. Cost $63.37 Unrealized -10.3%
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
SCHW Schwab (Charles) Corp 0.0%
Value ($000) $30 Shares 920 Est. Cost $22.85 Unrealized +21.4%
Berkshire Hathaway Inc Class 0.0%
Value ($000) $29 Shares 210 Est. Cost $138.10 Unrealized
Raytheon Company 0.0%
Value ($000) $29 Shares 305 Est. Cost $91.80 Unrealized
Steelcase Inc-CL A 0.0%
Value ($000) $29 Shares 1,555 Est. Cost $15.43 Unrealized
CCK Crown Holdings Inc 0.0%
Value ($000) $29 Shares 540 Est. Cost $45.58 Unrealized +14.8%
TMO Thermo Fisher Scientific 0.0%
Value ($000) $29 Shares 221 Est. Cost $98.64 Unrealized +28.0%
ITC Holdings Corp 0.0%
Value ($000) $29 Shares 902 Est. Cost $37.69 Unrealized
Cerner Corp 0.0%
Value ($000) $28 Shares 400 Est. Cost $95.00 Unrealized
MRSH Marsh & McLennan Companies 0.0%
Value ($000) $28 Shares 500 Est. Cost $40.50 Unrealized +18.7%
IYC iShares U.S. Consumer Service 0.0%
Value ($000) $27 Shares 190 Est. Cost $121.05 Unrealized
SWX Southwest Gas Corp 0.0%
Value ($000) $27 Shares 500 Est. Cost $48.72 Unrealized +12.7%
LLY Lilly Eli & co 0.0%
Value ($000) $26 Shares 313 Est. Cost $43.03 Unrealized +46.9%
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $25 Shares 695 Est. Cost $33.09 Unrealized
BofA Preferred 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $25.00 Unrealized
IYK iShare US Consumer Goods ETF 0.0%
Value ($000) $25 Shares 240 Est. Cost $100.00 Unrealized
IP International Paper 0.0%
Value ($000) $24 Shares 500 Est. Cost $27.05 Unrealized +16.4%
KMB Kimberly Clark 0.0%
Value ($000) $23 Shares 215 Est. Cost $71.27 Unrealized +6.4%
CHD Church & Dwight Co., Inc. 0.0%
Value ($000) $23 Shares 279 Est. Cost $26.18 Unrealized +39.0%
PAA Plains All American Pipeline 0.0%
Value ($000) $22 Shares 512 Est. Cost $53.25 Unrealized
NWL Newell Rubbermaid 0.0%
Value ($000) $22 Shares 535 Est. Cost $19.32 Unrealized +36.6%
Suncor Energy Inc. 0.0%
Value ($000) $22 Shares 800 Est. Cost $30.00 Unrealized
Block H&R 0.0%
Value ($000) $22 Shares 750 Est. Cost $33.33 Unrealized
IDU iShares US Utilities ETF 0.0%
Value ($000) $21 Shares 200 Est. Cost $110.00 Unrealized
Monsanto 0.0%
Value ($000) $21 Shares 200 Est. Cost $109.06 Unrealized
Accenture LTD 0.0%
Value ($000) $21 Shares 214 Est. Cost $72.29 Unrealized
Diebold Inc. 0.0%
Value ($000) $20 Shares 570 Est. Cost $40.35 Unrealized
WMK Weis Markets, Inc. 0.0%
Value ($000) $19 Shares 450 Est. Cost $31.18 Unrealized +12.1%
WAT Waters Corp 0.0%
Value ($000) $19 Shares 147 Est. Cost $95.76 Unrealized +35.5%
DE Deere & Co. 0.0%
Value ($000) $19 Shares 200 Est. Cost $68.04 Unrealized +10.8%
Nimble Storage Inc 0.0%
Value ($000) $19 Shares 661 Est. Cost $30.26 Unrealized
EMR Emerson Electric 0.0%
Value ($000) $18 Shares 330 Est. Cost $42.48 Unrealized +4.1%
CAT Caterpillar Inc. 0.0%
Value ($000) $18 Shares 216 Est. Cost $61.55 Unrealized +7.0%
COF Capital One 0.0%
Value ($000) $18 Shares 200 Est. Cost $47.00 Unrealized +47.4%
Activision Bllizzard 0.0%
Value ($000) $17 Shares 684 Est. Cost $21.41 Unrealized
Alcoa Inc. 0.0%
Value ($000) $17 Shares 1,485 Est. Cost $11.45 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $17 Shares 200 Est. Cost $31.60 Unrealized +27.2%
ETFs Gold Trust 0.0%
Value ($000) $17 Shares 145 Est. Cost $133.33 Unrealized
EQT Midstream Partners LP 0.0%
Value ($000) $16 Shares 200 Est. Cost $60.00 Unrealized
FirstMerit Coporation 0.0%
Value ($000) $16 Shares 762 Est. Cost $19.69 Unrealized
EMC Corp Mass 0.0%
Value ($000) $15 Shares 550 Est. Cost $26.33 Unrealized
SA Seabridge Gold Inc. 0.0%
Value ($000) $15 Shares 2,500 Est. Cost $11.28 Unrealized -44.2%
SPDR Oil & Gas Equip & Serv 0.0%
Value ($000) $13 Shares 515 Est. Cost $49.23 Unrealized
Analog Devices 0.0%
Value ($000) $13 Shares 200 Est. Cost $45.00 Unrealized
Total Fina Elf S A ADR 0.0%
Value ($000) $13 Shares 267 Est. Cost $48.69 Unrealized
FAST Fastenal Co 0.0%
Value ($000) $13 Shares 304 Est. Cost $8.47 Unrealized -6.3%
HSBC Holdings PLC Preferred 0.0%
Value ($000) $13 Shares 500 Est. Cost $24.00 Unrealized
PNC PNC Financial Services 0.0%
Value ($000) $12 Shares 125 Est. Cost $56.79 Unrealized +19.2%
WU Western Union 0.0%
Value ($000) $11 Shares 550 Est. Cost $16.40 Unrealized
BHP Billiton Ltd ADR 0.0%
Value ($000) $11 Shares 276 Est. Cost $66.43 Unrealized
Barclays Bank 7.10% ADR 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.00 Unrealized
Briggs & Stratton Corporation 0.0%
Value ($000) $10 Shares 535 Est. Cost $18.69 Unrealized
GGG Graco 0.0%
Value ($000) $10 Shares 144 Est. Cost $21.66 Unrealized -3.6%
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $9 Shares 200 Est. Cost $50.00 Unrealized
SPDR S&P Oil & Gas EXP & PR 0.0%
Value ($000) $9 Shares 200 Est. Cost $82.19 Unrealized
PEG Public Svc Enterprise Gp 0.0%
Value ($000) $8 Shares 200 Est. Cost $21.73 Unrealized +31.6%
Cooper Cos Inc 0.0%
Value ($000) $8 Shares 45 Est. Cost $177.78 Unrealized
UNFI United Natural Foods Inc. 0.0%
Value ($000) $8 Shares 119 Est. Cost $62.80 Unrealized +7.9%
ZBH Zimmer Holdings 0.0%
Value ($000) $8 Shares 74 Est. Cost $89.58 Unrealized +13.3%
Five Prime Therapeutics Inc. 0.0%
Value ($000) $8 Shares 325 Est. Cost $24.62 Unrealized
HIS Inc-Class A 0.0%
Value ($000) $8 Shares 65 Est. Cost $107.69 Unrealized
Hewlett Packard 0.0%
Value ($000) $8 Shares 280 Est. Cost $24.85 Unrealized
INTU Intuit Inc 0.0%
Value ($000) $7 Shares 67 Est. Cost $85.15 Unrealized +10.2%
Quidel Corporation 0.0%
Value ($000) $7 Shares 300 Est. Cost $26.67 Unrealized
Calpine Corp 0.0%
Value ($000) $7 Shares 392 Est. Cost $17.86 Unrealized
Carnival Corp 0.0%
Value ($000) $7 Shares 150 Est. Cost $33.33 Unrealized
Starwood Hotels & Resorts Wor 0.0%
Value ($000) $7 Shares 87 Est. Cost $80.46 Unrealized
MPC Marathon Petroleum Corporatio 0.0%
Value ($000) $7 Shares 132 Est. Cost $33.33 Unrealized +9.8%
TXN Texas Instruments 0.0%
Value ($000) $7 Shares 133 Est. Cost $28.70 Unrealized +43.7%
TEVA Teva Pharmaceutical 0.0%
Value ($000) $7 Shares 117 Est. Cost $59.83 Unrealized
VRSK Verisk Analytics Inc-ClassA A 0.0%
Value ($000) $6 Shares 80 Est. Cost $64.53 Unrealized +8.8%
Tri Continental Corp 0.0%
Value ($000) $6 Shares 275 Est. Cost $18.18 Unrealized
OGE OGE Energy Corp 0.0%
Value ($000) $6 Shares 193 Est. Cost $33.53 Unrealized -7.2%
PCAR Paccar Inc. 0.0%
Value ($000) $6 Shares 100 Est. Cost $21.67 Unrealized +32.7%
LNG Cheniere Energy Inc 0.0%
Value ($000) $6 Shares 84 Est. Cost $74.62 Unrealized +0.4%
VMware Inc. 0.0%
Value ($000) $6 Shares 70 Est. Cost $81.33 Unrealized
IDA Idacorp 0.0%
Value ($000) $6 Shares 100 Est. Cost $48.08 Unrealized +23.9%
Borgwarner Inc 0.0%
Value ($000) $6 Shares 113 Est. Cost $53.10 Unrealized
Blackrock Inc. CL A 0.0%
Value ($000) $6 Shares 16 Est. Cost $375.00 Unrealized
Amyris 0.0%
Value ($000) $5 Shares 2,813 Est. Cost $2.65 Unrealized
Sirius XM Radio Inc. 0.0%
Value ($000) $5 Shares 1,426 Est. Cost $3.76 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $5 Shares 54 Est. Cost $87.06 Unrealized +6.5%
EMN Eastman Chemical Company 0.0%
Value ($000) $5 Shares 56 Est. Cost $47.81 Unrealized +14.7%
Dunkin' Branks Group Inc 0.0%
Value ($000) $5 Shares 93 Est. Cost $43.01 Unrealized
Marathon Oil 0.0%
Value ($000) $4 Shares 133 Est. Cost $37.59 Unrealized
DNOW NOW inc 0.0%
Value ($000) $4 Shares 225 Est. Cost $33.70 Unrealized -32.2%
NDSN Nordson Corp 0.0%
Value ($000) $4 Shares 52 Est. Cost $67.37 Unrealized +6.7%
Yamana Gold Inc. 0.0%
Value ($000) $4 Shares 1,278 Est. Cost $9.12 Unrealized
Xerox Corp. 0.0%
Value ($000) $4 Shares 400 Est. Cost $12.66 Unrealized
LinkedIn Corporation 0.0%
Value ($000) $4 Shares 20 Est. Cost $186.56 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 +7.3%
Priceline.com Inc New 0.0%
Value ($000) $3 Shares 3 Est. Cost $1333.33 Unrealized
Vodafone Group PLC-SP ADR 0.0%
Value ($000) $3 Shares 82 Est. Cost $30.36 Unrealized
Ensco Int'l 0.0%
Value ($000) $3 Shares 116 Est. Cost $25.86 Unrealized
Viacom Inc-Cl B 0.0%
Value ($000) $2 Shares 33 Est. Cost $90.91 Unrealized
National Grid PLC 0.0%
Value ($000) $2 Shares 32 Est. Cost $70.89 Unrealized
Goldcorp Inc. 0.0%
Value ($000) $2 Shares 125 Est. Cost $24.00 Unrealized
Kinross Gold Corp 0.0%
Value ($000) $1 Shares 222 Est. Cost $4.50 Unrealized
Leapfrog Enterprises Inc. 0.0%
Value ($000) $1 Shares 500 Est. Cost $8.22 Unrealized
California Resources Corp 0.0%
Value ($000) $1 Shares 160 Est. Cost $6.25 Unrealized
American Water Works Co., Inc 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
SOUHY South32 - ADR 0.0%
Value ($000) $1 Shares 110 Est. Cost $9.09 Unrealized
PSX Phillips 66 0.0%
Value ($000) $1 Shares 9 Est. Cost $49.23 Unrealized +9.0%
Tyco Electronics Ltd. 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
Fairpoint Communications Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Durect Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
TFRY Tasty Fries Inc 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.00 Unrealized 0.0%
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
Rainbow Coral Corporation 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Sanofi CVR 0.0%
Value ($000) $0 Shares 48 Est. Cost Unrealized
Immunosyn Corp 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
Genitope Corp 0.0%
Value ($000) $0 Shares 6,000 Est. Cost Unrealized