Nelson Capital Management, LLC Diversified Active

CIK: 0001512611 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 10, 2016

Total Value ($000): $266,047 (100.0% shares, 0.0% debt)

Holdings (277)

Amazon Com Inc. 4.9%
Value ($000) $13,115 Shares 18,327 Est. Cost $314.06 Unrealized
COST Costco Wholesale Corp 3.3%
Value ($000) $8,890 Shares 56,611 Est. Cost $89.02 Unrealized +43.8%
TJX TJX Companies Inc. 3.2%
Value ($000) $8,556 Shares 110,785 Est. Cost $22.76 Unrealized +46.5%
XLU Utilities Sector SPDR 2.9%
Value ($000) $7,696 Shares 146,678 Est. Cost $38.57 Unrealized
SLB Schlumberger Ltd 2.7%
Value ($000) $7,259 Shares 91,794 Est. Cost $64.15 Unrealized -9.2%
AKAM Akamai Technologies 2.7%
Value ($000) $7,099 Shares 126,929 Est. Cost $44.60 Unrealized +18.0%
UNH United Health Care 2.6%
Value ($000) $7,014 Shares 49,672 Est. Cost $93.74 Unrealized +21.8%
TROW T. Rowe Price Group Inc 2.6%
Value ($000) $6,911 Shares 94,706 Est. Cost $50.48 Unrealized +3.8%
GILD Gilead Sciences 2.6%
Value ($000) $6,840 Shares 81,999 Est. Cost $49.05 Unrealized +27.9%
Alphabet Inc Cl-C 2.5%
Value ($000) $6,670 Shares 9,638 Est. Cost $537.54 Unrealized
WhiteWave Foods Co. 2.5%
Value ($000) $6,640 Shares 141,450 Est. Cost $34.34 Unrealized
Whole Foods Market 2.5%
Value ($000) $6,620 Shares 206,738 Est. Cost $38.59 Unrealized
TRV Travelers Companies Inc. 2.5%
Value ($000) $6,579 Shares 55,268 Est. Cost $91.51 Unrealized 0.0%
CSCO Cisco Systems Inc. 2.5%
Value ($000) $6,524 Shares 227,390 Est. Cost $15.71 Unrealized +32.7%
CRM Salesforce.com 2.3%
Value ($000) $6,002 Shares 75,581 Est. Cost $56.41 Unrealized +37.5%
XLV Healthcare SPDR 2.1%
Value ($000) $5,632 Shares 78,541 Est. Cost $67.72 Unrealized
VZ Verizon Communications 2.1%
Value ($000) $5,543 Shares 99,264 Est. Cost $27.08 Unrealized +16.2%
CVX Chevron Corp. 2.1%
Value ($000) $5,540 Shares 52,848 Est. Cost $70.94 Unrealized -5.9%
MAS Masco Corp 2.1%
Value ($000) $5,466 Shares 176,652 Est. Cost $19.25 Unrealized +41.9%
XOM Exxon Mobil Corp 2.1%
Value ($000) $5,460 Shares 58,247 Est. Cost $54.02 Unrealized +7.1%
Varian Medical Systems Inc. 2.0%
Value ($000) $5,328 Shares 64,791 Est. Cost $69.13 Unrealized
DIS Disney (Walt & Co.) 2.0%
Value ($000) $5,306 Shares 54,243 Est. Cost $61.53 Unrealized +49.8%
NVS Novartis A G Spon ADR 2.0%
Value ($000) $5,291 Shares 64,126 Est. Cost $74.41 Unrealized
ROP Roper Technologies Inc 2.0%
Value ($000) $5,287 Shares 31,000 Est. Cost $162.28 Unrealized +1.7%
PAYX Paychex Inc. 2.0%
Value ($000) $5,239 Shares 88,050 Est. Cost $26.05 Unrealized +54.2%
FFIV F5 Networks 2.0%
Value ($000) $5,223 Shares 45,880 Est. Cost $83.77 Unrealized +28.4%
IVZ Invesco Ltd 1.9%
Value ($000) $5,051 Shares 197,759 Est. Cost $19.40 Unrealized -1.5%
Praxair Inc 1.9%
Value ($000) $5,006 Shares 44,540 Est. Cost $116.30 Unrealized
USB US Bancorp 1.8%
Value ($000) $4,895 Shares 121,369 Est. Cost $23.33 Unrealized +25.0%
ILMN Illumina Inc. 1.8%
Value ($000) $4,727 Shares 33,675 Est. Cost $181.52 Unrealized -21.7%
Time Warner Inc 1.7%
Value ($000) $4,396 Shares 59,781 Est. Cost $75.63 Unrealized
SVB Financial Group 1.6%
Value ($000) $4,309 Shares 45,283 Est. Cost $114.62 Unrealized
ORCL Oracle Corp. 1.6%
Value ($000) $4,305 Shares 105,188 Est. Cost $28.45 Unrealized +21.6%
QCOM Qualcomm Inc 1.6%
Value ($000) $4,302 Shares 80,306 Est. Cost $45.34 Unrealized -11.2%
JPM J.P.Morgan Chase & Co 1.6%
Value ($000) $4,194 Shares 67,496 Est. Cost $40.57 Unrealized +19.1%
Eaton Corporation 1.5%
Value ($000) $3,998 Shares 66,930 Est. Cost $59.73 Unrealized
DEO Diageo PLC-SP ADR 1.5%
Value ($000) $3,936 Shares 34,869 Est. Cost $115.75 Unrealized
Michael Kors Hldgs 1.4%
Value ($000) $3,757 Shares 75,927 Est. Cost $46.31 Unrealized
HXL Hexcel Corp 1.4%
Value ($000) $3,753 Shares 90,128 Est. Cost $33.82 Unrealized +29.3%
FRCB First Republic Bank 1.4%
Value ($000) $3,627 Shares 51,816 Est. Cost $52.03 Unrealized +26.9%
XLK Technology Sector SPDR 1.1%
Value ($000) $2,971 Shares 68,499 Est. Cost $31.46 Unrealized
NY Community Bancorp 1.0%
Value ($000) $2,563 Shares 170,990 Est. Cost $16.89 Unrealized
Celgene Corp. 0.9%
Value ($000) $2,472 Shares 25,067 Est. Cost $88.45 Unrealized
Cavium Networks, Inc. 0.9%
Value ($000) $2,468 Shares 63,941 Est. Cost $38.87 Unrealized
Apple Computer 0.8%
Value ($000) $2,156 Shares 22,548 Est. Cost $126.34 Unrealized
XLF Financial Select Sector 0.6%
Value ($000) $1,625 Shares 71,111 Est. Cost $21.24 Unrealized
XLY Consumer Disc SPDR 0.6%
Value ($000) $1,466 Shares 18,784 Est. Cost $61.79 Unrealized
XLP Consumer Staples SPDR 0.5%
Value ($000) $1,445 Shares 26,205 Est. Cost $40.12 Unrealized
XLI Industrial Sector SPDR 0.5%
Value ($000) $1,244 Shares 22,215 Est. Cost $43.37 Unrealized
XLE Energy Select SPDR 0.4%
Value ($000) $1,127 Shares 16,519 Est. Cost $74.57 Unrealized
GOLD Trust ETF 0.4%
Value ($000) $1,047 Shares 8,275 Est. Cost $118.99 Unrealized
AT&T Corp 0.3%
Value ($000) $848 Shares 19,620 Est. Cost $34.50 Unrealized
XLB Materials Select Sector SPDR 0.2%
Value ($000) $492 Shares 10,611 Est. Cost $39.33 Unrealized
LOW Lowes Companies Inc. 0.2%
Value ($000) $482 Shares 6,090 Est. Cost $32.64 Unrealized +98.5%
Alphabet Inc Cl-A Vtg 0.2%
Value ($000) $402 Shares 571 Est. Cost $717.58 Unrealized
Automatic Data Processing 0.1%
Value ($000) $350 Shares 3,806 Est. Cost $75.51 Unrealized
NSC Norfolk Southern Corporation 0.1%
Value ($000) $339 Shares 3,977 Est. Cost $57.31 Unrealized +21.7%
MSFT Microsoft Corp 0.1%
Value ($000) $329 Shares 6,430 Est. Cost $38.24 Unrealized +20.3%
MCD McDonald's Corp 0.1%
Value ($000) $319 Shares 2,647 Est. Cost $71.78 Unrealized +38.1%
QLYS Qualys Inc. 0.1%
Value ($000) $319 Shares 10,703 Est. Cost $12.98 Unrealized +116.3%
General Electric 0.1%
Value ($000) $312 Shares 9,906 Est. Cost $25.62 Unrealized
Aerohive Networks, Inc. 0.1%
Value ($000) $279 Shares 42,080 Est. Cost $5.93 Unrealized
PG Procter & Gamble Co. 0.1%
Value ($000) $279 Shares 3,300 Est. Cost $56.54 Unrealized +12.0%
DHR Danaher Corp Del 0.1%
Value ($000) $274 Shares 2,711 Est. Cost $27.77 Unrealized +44.3%
IBM Int'l Business Machines 0.1%
Value ($000) $261 Shares 1,722 Est. Cost $117.11 Unrealized -18.8%
Express Scripts Inc 0.1%
Value ($000) $246 Shares 3,250 Est. Cost $66.14 Unrealized
JNJ Johnson & Johnson 0.1%
Value ($000) $233 Shares 1,917 Est. Cost $73.19 Unrealized +18.9%
Walgreens Boots Alliance 0.1%
Value ($000) $231 Shares 2,775 Est. Cost $76.27 Unrealized
ABBV AbbVie Inc. 0.1%
Value ($000) $221 Shares 3,568 Est. Cost $28.74 Unrealized +42.6%
META Facebook 0.1%
Value ($000) $209 Shares 1,833 Est. Cost $46.28 Unrealized +147.2%
Wells Fargo Pfd 0.1%
Value ($000) $208 Shares 160 Est. Cost $1300.00 Unrealized
Visa Inc Com CL A 0.1%
Value ($000) $201 Shares 2,707 Est. Cost $92.53 Unrealized
American Express 0.1%
Value ($000) $201 Shares 3,310 Est. Cost $75.90 Unrealized
KO Coca-Cola 0.1%
Value ($000) $181 Shares 3,990 Est. Cost $27.95 Unrealized +19.2%
CMCSA Comcast Cl-A 0.1%
Value ($000) $165 Shares 2,526 Est. Cost $22.58 Unrealized +9.5%
HD Home Depot 0.1%
Value ($000) $155 Shares 1,210 Est. Cost $82.24 Unrealized +27.6%
HON Honeywell International 0.1%
Value ($000) $140 Shares 1,200 Est. Cost $53.13 Unrealized +58.5%
Merck & Co 0.0%
Value ($000) $130 Shares 2,256 Est. Cost $48.84 Unrealized
NUE Nucor Corporation 0.0%
Value ($000) $126 Shares 2,540 Est. Cost $34.14 Unrealized +14.7%
Boeing Co. 0.0%
Value ($000) $122 Shares 940 Est. Cost $122.59 Unrealized
United Technologies Corp 0.0%
Value ($000) $121 Shares 1,183 Est. Cost $100.26 Unrealized
Duke Energy Corp 0.0%
Value ($000) $118 Shares 1,379 Est. Cost $67.99 Unrealized
INTC Intel Corp. 0.0%
Value ($000) $113 Shares 3,443 Est. Cost $20.79 Unrealized +20.8%
Dow Chemical 0.0%
Value ($000) $112 Shares 2,260 Est. Cost $42.66 Unrealized
MMM 3M Company 0.0%
Value ($000) $106 Shares 604 Est. Cost $74.48 Unrealized +37.6%
PFE Pfizer Inc 0.0%
Value ($000) $106 Shares 2,999 Est. Cost $18.63 Unrealized +13.0%
WFC Wells Fargo 0.0%
Value ($000) $105 Shares 2,227 Est. Cost $37.99 Unrealized -2.0%
GS Goldman Sachs Group 0.0%
Value ($000) $105 Shares 710 Est. Cost $131.86 Unrealized -3.0%
ADBE Adobe Systems Inc 0.0%
Value ($000) $104 Shares 1,090 Est. Cost $44.37 Unrealized +116.5%
HP Helmerich and Payne 0.0%
Value ($000) $101 Shares 1,500 Est. Cost $61.57 Unrealized +0.4%
WMT Wal Mart Stores 0.0%
Value ($000) $94 Shares 1,292 Est. Cost $18.63 Unrealized +4.8%
Bank of America Corp 0.0%
Value ($000) $91 Shares 6,860 Est. Cost $15.63 Unrealized
Berkshire Hathaway Inc Class 0.0%
Value ($000) $88 Shares 609 Est. Cost $144.50 Unrealized
UPS United Parcel Service 0.0%
Value ($000) $88 Shares 820 Est. Cost $64.39 Unrealized +13.5%
PEP Pepsico Inc. 0.0%
Value ($000) $87 Shares 821 Est. Cost $61.42 Unrealized +25.5%
EIX Edison Int'l 0.0%
Value ($000) $85 Shares 1,090 Est. Cost $41.01 Unrealized +18.3%
NKE Nike Inc. 0.0%
Value ($000) $84 Shares 1,516 Est. Cost $43.59 Unrealized +15.4%
Avalonbay Communities 0.0%
Value ($000) $81 Shares 447 Est. Cost $181.21 Unrealized
Altria Group Inc. 0.0%
Value ($000) $81 Shares 1,171 Est. Cost $43.86 Unrealized
IRBTQ iRobot Corp 0.0%
Value ($000) $77 Shares 2,200 Est. Cost $31.24 Unrealized +17.4%
BMY Bristol Myers Squibb 0.0%
Value ($000) $76 Shares 1,040 Est. Cost $46.01 Unrealized +9.8%
COF Capital One 0.0%
Value ($000) $70 Shares 1,110 Est. Cost $59.34 Unrealized -1.1%
PM Philip Morris International I 0.0%
Value ($000) $61 Shares 600 Est. Cost $49.33 Unrealized +24.5%
SCHW Schwab (Charles) Corp 0.0%
Value ($000) $56 Shares 2,220 Est. Cost $25.97 Unrealized -3.1%
KMB Kimberly Clark 0.0%
Value ($000) $56 Shares 405 Est. Cost $81.91 Unrealized +14.7%
UNP Union Pacific 0.0%
Value ($000) $56 Shares 641 Est. Cost $64.84 Unrealized +5.2%
RHHBY Roche Holdings Ltd-Spons ADR 0.0%
Value ($000) $55 Shares 1,680 Est. Cost $33.76 Unrealized
PCG PG&E Corp. 0.0%
Value ($000) $52 Shares 820 Est. Cost $39.15 Unrealized +44.4%
Blackrock Inc. CL A 0.0%
Value ($000) $52 Shares 152 Est. Cost $338.99 Unrealized
LinkedIn Corporation 0.0%
Value ($000) $51 Shares 268 Est. Cost $190.05 Unrealized
VFC VF Corporation 0.0%
Value ($000) $51 Shares 836 Est. Cost $60.21 Unrealized -1.8%
Accenture LTD 0.0%
Value ($000) $50 Shares 439 Est. Cost $93.61 Unrealized
National Oilwell Varco INC 0.0%
Value ($000) $50 Shares 1,500 Est. Cost $67.39 Unrealized
ING Group NV 7.20% PFD 0.0%
Value ($000) $49 Shares 1,845 Est. Cost $24.95 Unrealized
SEE Sealed Air Corp 0.0%
Value ($000) $49 Shares 1,060 Est. Cost $28.71 Unrealized +41.0%
SBUX Starbucks Corporation 0.0%
Value ($000) $48 Shares 840 Est. Cost $40.06 Unrealized +15.9%
CL Colgate Palmolive 0.0%
Value ($000) $48 Shares 660 Est. Cost $53.58 Unrealized +6.2%
STT State Street Corp 0.0%
Value ($000) $46 Shares 850 Est. Cost $45.10 Unrealized +0.1%
TMO Thermo Fisher Scientific 0.0%
Value ($000) $45 Shares 306 Est. Cost $133.97 Unrealized +7.2%
HAL Halliburton Co. 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $33.21 Unrealized +2.8%
Citigroup 0.0%
Value ($000) $44 Shares 1,040 Est. Cost $48.24 Unrealized
LLY Lilly Eli & co 0.0%
Value ($000) $44 Shares 563 Est. Cost $52.38 Unrealized +22.3%
CAT Caterpillar Inc. 0.0%
Value ($000) $43 Shares 566 Est. Cost $60.48 Unrealized -1.1%
TXRH Texas Roadhouse Inc. 0.0%
Value ($000) $43 Shares 935 Est. Cost $29.89 Unrealized +26.2%
EOG E O G Resources Inc 0.0%
Value ($000) $43 Shares 515 Est. Cost $59.32 Unrealized 0.0%
SWX Southwest Gas Corp 0.0%
Value ($000) $39 Shares 500 Est. Cost $48.72 Unrealized +41.8%
DLTR Dollar Tree, Inc 0.0%
Value ($000) $38 Shares 400 Est. Cost $48.73 Unrealized +73.6%
SA Seabridge Gold Inc. 0.0%
Value ($000) $37 Shares 2,500 Est. Cost $11.28 Unrealized +20.2%
SNY Sanofi-Aventis 0.0%
Value ($000) $35 Shares 700 Est. Cost $50.00 Unrealized
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $35 Shares 235 Est. Cost $127.66 Unrealized
MRSH Marsh & McLennan Companies 0.0%
Value ($000) $34 Shares 500 Est. Cost $40.50 Unrealized +35.0%
PNC PNC Financial Services 0.0%
Value ($000) $32 Shares 390 Est. Cost $60.98 Unrealized +3.2%
GIS General Mills 0.0%
Value ($000) $32 Shares 442 Est. Cost $45.45 Unrealized 0.0%
Bank of New York Co Inc. 0.0%
Value ($000) $31 Shares 800 Est. Cost $41.25 Unrealized
PEG Public Svc Enterprise Gp 0.0%
Value ($000) $31 Shares 670 Est. Cost $29.30 Unrealized +11.0%
PFG Principal Financial Group 0.0%
Value ($000) $31 Shares 750 Est. Cost $23.49 Unrealized +25.4%
VTIAX Vanguard Total Int'l Stock In 0.0%
Value ($000) $30 Shares 1,273 Est. Cost $25.92 Unrealized
OXY Occidental Petroleum 0.0%
Value ($000) $30 Shares 400 Est. Cost $63.37 Unrealized -10.5%
FedEx Corp. 0.0%
Value ($000) $30 Shares 200 Est. Cost $150.00 Unrealized
Symantec Corp 0.0%
Value ($000) $30 Shares 1,456 Est. Cost $21.29 Unrealized
PYPL Paypal Holdings Inc 0.0%
Value ($000) $29 Shares 800 Est. Cost $35.62 Unrealized +7.1%
CHD Church & Dwight Co., Inc. 0.0%
Value ($000) $29 Shares 279 Est. Cost $26.18 Unrealized +62.6%
Columbia / HCA HealthCare 0.0%
Value ($000) $29 Shares 380 Est. Cost $76.32 Unrealized
Becton Dickinson Company 0.0%
Value ($000) $28 Shares 160 Est. Cost $175.00 Unrealized
BP PLC-Spons ADR 0.0%
Value ($000) $28 Shares 792 Est. Cost $46.27 Unrealized
IYK iShare US Consumer Goods ETF 0.0%
Value ($000) $28 Shares 240 Est. Cost $100.00 Unrealized
BofA Preferred 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $25.00 Unrealized
IYC iShares U.S. Consumer Service 0.0%
Value ($000) $27 Shares 190 Est. Cost $121.05 Unrealized
Johnson Controls Inc 0.0%
Value ($000) $27 Shares 600 Est. Cost $35.79 Unrealized
SYK Stryker Corporation 0.0%
Value ($000) $27 Shares 225 Est. Cost $100.33 Unrealized 0.0%
ITT ITT Industries Inc 0.0%
Value ($000) $27 Shares 845 Est. Cost $35.86 Unrealized 0.0%
CCK Crown Holdings Inc 0.0%
Value ($000) $27 Shares 540 Est. Cost $45.58 Unrealized +9.0%
Activision Bllizzard 0.0%
Value ($000) $27 Shares 684 Est. Cost $21.41 Unrealized
IDU iShares US Utilities ETF 0.0%
Value ($000) $26 Shares 200 Est. Cost $110.00 Unrealized
Medtronic Inc. 0.0%
Value ($000) $26 Shares 305 Est. Cost $63.43 Unrealized
DOV Dover Corporation 0.0%
Value ($000) $26 Shares 369 Est. Cost $45.85 Unrealized 0.0%
ED Consolidated Edison Inc 0.0%
Value ($000) $25 Shares 320 Est. Cost $53.16 Unrealized 0.0%
Raytheon Company 0.0%
Value ($000) $25 Shares 185 Est. Cost $100.15 Unrealized
R Ryder System Inc 0.0%
Value ($000) $25 Shares 410 Est. Cost $83.73 Unrealized -20.9%
COP Conocophillips 0.0%
Value ($000) $25 Shares 579 Est. Cost $51.44 Unrealized -36.3%
Tiffany & Co. 0.0%
Value ($000) $24 Shares 391 Est. Cost $61.38 Unrealized
Tyco Electronics Ltd. 0.0%
Value ($000) $24 Shares 412 Est. Cost $66.05 Unrealized
Oppenheimer Intl Growth 0.0%
Value ($000) $24 Shares 684 Est. Cost $35.09 Unrealized
PH Parker-Hannifin Corp 0.0%
Value ($000) $23 Shares 215 Est. Cost $96.45 Unrealized 0.0%
WMK Weis Markets, Inc. 0.0%
Value ($000) $23 Shares 450 Est. Cost $31.18 Unrealized +23.4%
Cerner Corp 0.0%
Value ($000) $23 Shares 400 Est. Cost $95.00 Unrealized
Discover Financial SVCS 0.0%
Value ($000) $23 Shares 435 Est. Cost $52.87 Unrealized
Suncor Energy Inc. 0.0%
Value ($000) $22 Shares 800 Est. Cost $30.00 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $22 Shares 200 Est. Cost $31.60 Unrealized +62.9%
Block H&R 0.0%
Value ($000) $22 Shares 958 Est. Cost $31.08 Unrealized
Monsanto 0.0%
Value ($000) $21 Shares 200 Est. Cost $109.06 Unrealized
IP International Paper 0.0%
Value ($000) $21 Shares 500 Est. Cost $27.05 Unrealized -2.8%
WAT Waters Corp 0.0%
Value ($000) $21 Shares 147 Est. Cost $95.76 Unrealized +41.3%
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $21 Shares 695 Est. Cost $33.09 Unrealized
SHW Sherwin-Williams Co 0.0%
Value ($000) $21 Shares 70 Est. Cost $89.15 Unrealized 0.0%
Spectra Energy Corp 0.0%
Value ($000) $21 Shares 575 Est. Cost $36.52 Unrealized
Steelcase Inc-CL A 0.0%
Value ($000) $21 Shares 1,555 Est. Cost $15.43 Unrealized
duPont (E.I.) deNemours 0.0%
Value ($000) $21 Shares 320 Est. Cost $62.55 Unrealized
TSLA Tesla Motors, Inc. 0.0%
Value ($000) $20 Shares 93 Est. Cost $13.15 Unrealized +15.2%
NWL Newell Rubbermaid 0.0%
Value ($000) $20 Shares 405 Est. Cost $19.32 Unrealized +62.3%
CE Celanese Corp 0.0%
Value ($000) $20 Shares 300 Est. Cost $55.92 Unrealized +3.3%
SGMO Sangamo Biosciences Inc. 0.0%
Value ($000) $20 Shares 3,400 Est. Cost $10.55 Unrealized -39.6%
Rockwell Collins Inc 0.0%
Value ($000) $19 Shares 219 Est. Cost $97.77 Unrealized
ETFs Gold Trust 0.0%
Value ($000) $19 Shares 145 Est. Cost $133.33 Unrealized
TIIEX TIAA-CREF Intl Eqty 0.0%
Value ($000) $19 Shares 1,871 Est. Cost $10.15 Unrealized
MRSIX MFS Research International 0.0%
Value ($000) $19 Shares 1,193 Est. Cost $15.93 Unrealized
Nordstrom Inc. 0.0%
Value ($000) $18 Shares 400 Est. Cost $45.00 Unrealized
EA Electronic Arts Inc. 0.0%
Value ($000) $18 Shares 234 Est. Cost $68.44 Unrealized 0.0%
EQT Midstream Partners LP 0.0%
Value ($000) $16 Shares 200 Est. Cost $60.00 Unrealized
Suntrust Banks Inc 0.0%
Value ($000) $16 Shares 400 Est. Cost $42.50 Unrealized
DE Deere & Co. 0.0%
Value ($000) $16 Shares 200 Est. Cost $68.04 Unrealized +2.8%
ITW Illinois Tool Works 0.0%
Value ($000) $16 Shares 150 Est. Cost $63.21 Unrealized +31.8%
EBAY eBay Inc. 0.0%
Value ($000) $16 Shares 700 Est. Cost $20.80 Unrealized +3.2%
GLW Corning Glass Works 0.0%
Value ($000) $16 Shares 800 Est. Cost $13.86 Unrealized +12.0%
PRU Prudential Financial Inc. 0.0%
Value ($000) $16 Shares 220 Est. Cost $48.97 Unrealized 0.0%
FirstMerit Coporation 0.0%
Value ($000) $15 Shares 762 Est. Cost $19.69 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $15 Shares 130 Est. Cost $87.68 Unrealized 0.0%
BB&T Corporation 0.0%
Value ($000) $14 Shares 400 Est. Cost $37.50 Unrealized
Maxim Integrated Products 0.0%
Value ($000) $14 Shares 400 Est. Cost $37.50 Unrealized
PHG Koninklijke Philips N.V. 0.0%
Value ($000) $13 Shares 517 Est. Cost $25.97 Unrealized
Five Prime Therapeutics Inc. 0.0%
Value ($000) $13 Shares 325 Est. Cost $40.00 Unrealized
HSBC Holdings PLC Preferred 0.0%
Value ($000) $13 Shares 500 Est. Cost $24.00 Unrealized
BIIB Biogen Idec 0.0%
Value ($000) $12 Shares 50 Est. Cost $263.54 Unrealized 0.0%
Carnival Corp 0.0%
Value ($000) $12 Shares 273 Est. Cost $49.11 Unrealized
CHTR Charter Communications 0.0%
Value ($000) $11 Shares 48 Est. Cost $214.89 Unrealized 0.0%
Briggs & Stratton Corporation 0.0%
Value ($000) $11 Shares 535 Est. Cost $18.69 Unrealized
VEEV Veeva Systems Inc. 0.0%
Value ($000) $11 Shares 318 Est. Cost $26.06 Unrealized +14.0%
WU Western Union 0.0%
Value ($000) $11 Shares 550 Est. Cost $16.40 Unrealized
FMC Technologies Inc. 0.0%
Value ($000) $11 Shares 400 Est. Cost $27.50 Unrealized
ERIC Ericsson 0.0%
Value ($000) $10 Shares 1,300 Est. Cost $9.23 Unrealized
CFG Citizen Financial Group 0.0%
Value ($000) $10 Shares 520 Est. Cost $15.46 Unrealized 0.0%
Barclays Bank 7.10% ADR 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.00 Unrealized
Zendesk Inc. 0.0%
Value ($000) $10 Shares 376 Est. Cost $18.62 Unrealized
Ultimate Software Group Inc. 0.0%
Value ($000) $9 Shares 43 Est. Cost $186.05 Unrealized
TEVA Teva Pharmaceutical 0.0%
Value ($000) $9 Shares 188 Est. Cost $61.34 Unrealized
Tableau Software Inc. 0.0%
Value ($000) $8 Shares 164 Est. Cost $48.78 Unrealized
TXN Texas Instruments 0.0%
Value ($000) $8 Shares 133 Est. Cost $28.70 Unrealized +59.1%
Credit Suisse Group 0.0%
Value ($000) $8 Shares 750 Est. Cost $14.67 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $8 Shares 98 Est. Cost $61.29 Unrealized 0.0%
WDAY Worklday, Inc. 0.0%
Value ($000) $8 Shares 105 Est. Cost $77.28 Unrealized -1.4%
Bayer AG-Sponsored ADR 0.0%
Value ($000) $8 Shares 75 Est. Cost $120.00 Unrealized
CINF Cincinnati Financial Corp 0.0%
Value ($000) $7 Shares 89 Est. Cost $52.34 Unrealized 0.0%
EMR Emerson Electric 0.0%
Value ($000) $7 Shares 130 Est. Cost $42.48 Unrealized -2.2%
NOW ServiceNow, Inc. 0.0%
Value ($000) $7 Shares 108 Est. Cost $14.94 Unrealized -7.0%
Yamana Gold Inc. 0.0%
Value ($000) $7 Shares 1,278 Est. Cost $9.12 Unrealized
ROK Rockwell Int'l 0.0%
Value ($000) $6 Shares 50 Est. Cost $90.76 Unrealized +5.2%
VRSK Verisk Analytics Inc-ClassA A 0.0%
Value ($000) $6 Shares 80 Est. Cost $64.53 Unrealized +16.2%
CA Inc 0.0%
Value ($000) $6 Shares 191 Est. Cost $31.41 Unrealized
NetSuite Inc. 0.0%
Value ($000) $6 Shares 85 Est. Cost $82.35 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $6 Shares 50 Est. Cost $87.94 Unrealized +19.3%
Tri Continental Corp 0.0%
Value ($000) $6 Shares 275 Est. Cost $21.82 Unrealized
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $6 Shares 200 Est. Cost $50.00 Unrealized
IDA Idacorp 0.0%
Value ($000) $6 Shares 70 Est. Cost $48.08 Unrealized +53.3%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $5 Shares 280 Est. Cost $6.50 Unrealized +19.4%
GWW W.W. Grainger, Inc. 0.0%
Value ($000) $5 Shares 20 Est. Cost $210.96 Unrealized -7.0%
Quidel Corporation 0.0%
Value ($000) $5 Shares 300 Est. Cost $26.67 Unrealized
PCAR Paccar Inc. 0.0%
Value ($000) $5 Shares 100 Est. Cost $21.67 Unrealized +18.4%
NEU NewMarket Corporation 0.0%
Value ($000) $5 Shares 12 Est. Cost $334.36 Unrealized 0.0%
KMI Kinder Morgan Inc. 0.0%
Value ($000) $5 Shares 224 Est. Cost $10.91 Unrealized 0.0%
Hewlett Packard 0.0%
Value ($000) $4 Shares 280 Est. Cost $24.85 Unrealized
EMN Eastman Chemical Company 0.0%
Value ($000) $4 Shares 56 Est. Cost $47.81 Unrealized +12.0%
VMware Inc. 0.0%
Value ($000) $4 Shares 70 Est. Cost $81.33 Unrealized
Reynolds American Inc 0.0%
Value ($000) $4 Shares 76 Est. Cost $52.63 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $4 Shares 36 Est. Cost $111.11 Unrealized
Xerox Corp. 0.0%
Value ($000) $4 Shares 400 Est. Cost $12.66 Unrealized
Anglo American Plc Sp Adr 0.0%
Value ($000) $3 Shares 536 Est. Cost $9.33 Unrealized
Yahoo ! Inc 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.86 Unrealized
Vodafone Group PLC-SP ADR 0.0%
Value ($000) $3 Shares 82 Est. Cost $30.36 Unrealized
Banco De Sabadell ADR 0.0%
Value ($000) $3 Shares 1,041 Est. Cost $3.96 Unrealized
Borgwarner Inc 0.0%
Value ($000) $3 Shares 113 Est. Cost $53.10 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $3 Shares 35 Est. Cost $11.43 Unrealized -15.9%
Mosaic Company 0.0%
Value ($000) $3 Shares 119 Est. Cost $25.21 Unrealized
Dominion Resources 0.0%
Value ($000) $3 Shares 40 Est. Cost $75.00 Unrealized
Silver Bullion Trust 0.0%
Value ($000) $3 Shares 300 Est. Cost $6.67 Unrealized
Endurance Specialty Hldg Pfd 0.0%
Value ($000) $2 Shares 62 Est. Cost $32.26 Unrealized
VDC Vanguard Consumer Staples ETF 0.0%
Value ($000) $2 Shares 13 Est. Cost $153.85 Unrealized
American Water Works Co., Inc 0.0%
Value ($000) $2 Shares 26 Est. Cost $38.46 Unrealized
California Resources Corp 0.0%
Value ($000) $2 Shares 160 Est. Cost $6.25 Unrealized
Inventure Foods Inc 0.0%
Value ($000) $2 Shares 250 Est. Cost $8.00 Unrealized
Aberdeen SEI Intl Eqty 0.0%
Value ($000) $2 Shares 101 Est. Cost $19.80 Unrealized
CC Chemours Co 0.0%
Value ($000) $1 Shares 64 Est. Cost $7.40 Unrealized -12.4%
IBB Ishares Nasdaq BIO FD 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
Sirius XM Radio Inc. 0.0%
Value ($000) $1 Shares 250 Est. Cost $3.82 Unrealized
Ensco Int'l 0.0%
Value ($000) $1 Shares 116 Est. Cost $25.86 Unrealized
SKYY First Trust ETF Cloud Computi 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
PSX Phillips 66 0.0%
Value ($000) $1 Shares 9 Est. Cost $49.23 Unrealized +15.2%
Amyris 0.0%
Value ($000) $1 Shares 2,813 Est. Cost $2.65 Unrealized
PowerShares Pfd Portfolio 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
Vornado Realty Trust Pfd 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
Zynga Inc 0.0%
Value ($000) $0 Shares 150 Est. Cost Unrealized
DNOW NOW inc 0.0%
Value ($000) $0 Shares 25 Est. Cost $33.70 Unrealized -47.9%
Genitope Corp 0.0%
Value ($000) $0 Shares 6,000 Est. Cost Unrealized
TMMI TMM Inc 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.07 Unrealized -57.5%
Immunosyn Corp 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
NOK Nokia Corp Sponsored ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.75 Unrealized
EWD iShares MSCI Sweden ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
Level 3 Communications 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized