Nelson Capital Management, LLC Diversified Active

CIK: 0001512611 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 27, 2016

Total Value ($000): $282,040 (100.0% shares, 0.0% debt)

Holdings (254)

Amazon Com Inc. 5.5%
Value ($000) $15,571 Shares 18,597 Est. Cost $321.65 Unrealized
COST Costco Wholesale Corp 3.1%
Value ($000) $8,702 Shares 57,060 Est. Cost $89.02 Unrealized +53.9%
TJX TJX Companies Inc. 3.0%
Value ($000) $8,383 Shares 112,108 Est. Cost $22.90 Unrealized +49.7%
Alphabet Inc Cl-C 2.7%
Value ($000) $7,605 Shares 9,784 Est. Cost $541.11 Unrealized
SLB Schlumberger Ltd 2.7%
Value ($000) $7,544 Shares 95,937 Est. Cost $64.00 Unrealized -5.2%
CSCO Cisco Systems Inc. 2.6%
Value ($000) $7,374 Shares 232,469 Est. Cost $15.87 Unrealized +45.3%
XLU Utilities Sector SPDR 2.6%
Value ($000) $7,216 Shares 147,290 Est. Cost $38.57 Unrealized
UNH United Health Care 2.5%
Value ($000) $7,080 Shares 50,574 Est. Cost $94.22 Unrealized +27.9%
AKAM Akamai Technologies 2.4%
Value ($000) $6,846 Shares 129,199 Est. Cost $44.76 Unrealized +19.6%
FRCB First Republic Bank 2.4%
Value ($000) $6,655 Shares 86,301 Est. Cost $59.33 Unrealized +18.5%
GILD Gilead Sciences 2.3%
Value ($000) $6,597 Shares 83,384 Est. Cost $49.20 Unrealized +17.4%
SYK Stryker Corporation 2.3%
Value ($000) $6,541 Shares 56,190 Est. Cost $104.89 Unrealized +0.0%
TROW T. Rowe Price Group Inc 2.3%
Value ($000) $6,456 Shares 97,076 Est. Cost $50.45 Unrealized -2.1%
Travelers Companies Inc. 2.3%
Value ($000) $6,369 Shares 55,601 Est. Cost $114.55 Unrealized
IVZ Invesco Ltd 2.2%
Value ($000) $6,280 Shares 200,818 Est. Cost $19.40 Unrealized -1.6%
ILMN Illumina Inc. 2.2%
Value ($000) $6,225 Shares 34,269 Est. Cost $181.14 Unrealized -11.7%
MAS Masco Corp 2.2%
Value ($000) $6,159 Shares 179,505 Est. Cost $19.42 Unrealized +54.7%
Whole Foods Market 2.1%
Value ($000) $5,981 Shares 210,954 Est. Cost $38.38 Unrealized
FFIV F5 Networks 2.1%
Value ($000) $5,891 Shares 47,265 Est. Cost $84.87 Unrealized +43.0%
QCOM Qualcomm Inc 2.1%
Value ($000) $5,843 Shares 85,292 Est. Cost $45.44 Unrealized +3.3%
ROP Roper Technologies Inc 2.0%
Value ($000) $5,748 Shares 31,500 Est. Cost $162.32 Unrealized +1.6%
CVX Chevron Corp. 2.0%
Value ($000) $5,617 Shares 54,581 Est. Cost $70.86 Unrealized -3.4%
Praxair Inc 2.0%
Value ($000) $5,507 Shares 45,573 Est. Cost $116.40 Unrealized
CRM Salesforce.com 1.9%
Value ($000) $5,480 Shares 76,821 Est. Cost $56.74 Unrealized +35.8%
VZ Verizon Communications 1.9%
Value ($000) $5,381 Shares 103,530 Est. Cost $27.32 Unrealized +20.4%
USB US Bancorp 1.9%
Value ($000) $5,305 Shares 123,699 Est. Cost $23.46 Unrealized +27.8%
XOM Exxon Mobil Corp 1.9%
Value ($000) $5,268 Shares 60,357 Est. Cost $54.18 Unrealized +8.0%
NVS Novartis A G Spon ADR 1.8%
Value ($000) $5,190 Shares 65,724 Est. Cost $74.52 Unrealized
PAYX Paychex Inc. 1.8%
Value ($000) $5,186 Shares 89,611 Est. Cost $26.38 Unrealized +71.9%
DIS Disney (Walt & Co.) 1.8%
Value ($000) $5,178 Shares 55,759 Est. Cost $62.27 Unrealized +42.7%
SVB Financial Group 1.8%
Value ($000) $5,092 Shares 46,063 Est. Cost $114.55 Unrealized
Time Warner Inc 1.7%
Value ($000) $4,876 Shares 61,251 Est. Cost $75.72 Unrealized
JPM J.P.Morgan Chase & Co 1.6%
Value ($000) $4,643 Shares 69,718 Est. Cost $40.90 Unrealized +24.3%
Eaton Corporation 1.6%
Value ($000) $4,485 Shares 68,250 Est. Cost $59.85 Unrealized
United Technologies Corp 1.5%
Value ($000) $4,364 Shares 42,953 Est. Cost $101.56 Unrealized
ORCL Oracle Corp. 1.5%
Value ($000) $4,301 Shares 109,506 Est. Cost $28.72 Unrealized +23.4%
DEO Diageo PLC-SP ADR 1.5%
Value ($000) $4,131 Shares 35,598 Est. Cost $115.76 Unrealized
HXL Hexcel Corp 1.4%
Value ($000) $4,056 Shares 91,563 Est. Cost $33.97 Unrealized +28.9%
Allergan, Inc 1.4%
Value ($000) $4,054 Shares 17,602 Est. Cost $230.31 Unrealized
Cavium Networks, Inc. 1.3%
Value ($000) $3,794 Shares 65,191 Est. Cost $39.24 Unrealized
Michael Kors Hldgs 1.3%
Value ($000) $3,627 Shares 77,511 Est. Cost $46.32 Unrealized
XLK Technology Sector SPDR 1.2%
Value ($000) $3,330 Shares 69,690 Est. Cost $31.74 Unrealized
Apple Computer 1.0%
Value ($000) $2,887 Shares 25,540 Est. Cost $124.78 Unrealized
Celgene Corp. 0.9%
Value ($000) $2,658 Shares 25,427 Est. Cost $88.68 Unrealized
XLV Healthcare SPDR 0.6%
Value ($000) $1,781 Shares 24,701 Est. Cost $67.72 Unrealized
XLY Consumer Disc SPDR 0.6%
Value ($000) $1,594 Shares 19,914 Est. Cost $62.83 Unrealized
XLF Financial Select Sector 0.5%
Value ($000) $1,470 Shares 76,177 Est. Cost $21.11 Unrealized
XLP Consumer Staples SPDR 0.5%
Value ($000) $1,399 Shares 26,284 Est. Cost $40.12 Unrealized
XLI Industrial Sector SPDR 0.5%
Value ($000) $1,341 Shares 22,976 Est. Cost $43.86 Unrealized
XLE Energy Select SPDR 0.4%
Value ($000) $1,110 Shares 15,714 Est. Cost $74.57 Unrealized
GOLD Trust ETF 0.4%
Value ($000) $1,040 Shares 8,275 Est. Cost $118.99 Unrealized
AT&T Corp 0.3%
Value ($000) $797 Shares 19,620 Est. Cost $34.50 Unrealized
CVS CVS Corporation 0.2%
Value ($000) $581 Shares 6,530 Est. Cost $70.89 Unrealized 0.0%
Alphabet Inc Cl-A Vtg 0.2%
Value ($000) $540 Shares 671 Est. Cost $730.57 Unrealized
MSFT Microsoft Corp 0.2%
Value ($000) $516 Shares 8,950 Est. Cost $41.63 Unrealized +20.8%
XLB Materials Select Sector SP 0.2%
Value ($000) $503 Shares 10,541 Est. Cost $39.33 Unrealized
LOW Lowes Companies Inc. 0.2%
Value ($000) $433 Shares 6,000 Est. Cost $32.64 Unrealized +100.4%
QLYS Qualys Inc. 0.1%
Value ($000) $409 Shares 10,703 Est. Cost $12.98 Unrealized +157.9%
MCD McDonald's Corp 0.1%
Value ($000) $394 Shares 3,417 Est. Cost $76.91 Unrealized +22.9%
IBM Int'l Business Machines 0.1%
Value ($000) $367 Shares 2,312 Est. Cost $113.20 Unrealized -10.1%
PG Procter & Gamble Co. 0.1%
Value ($000) $363 Shares 4,042 Est. Cost $58.56 Unrealized +15.3%
General Electric 0.1%
Value ($000) $354 Shares 11,938 Est. Cost $26.31 Unrealized
XLRE Real Estate Select Sector 0.1%
Value ($000) $346 Shares 10,557 Est. Cost $32.77 Unrealized
Visa Inc Com CL A 0.1%
Value ($000) $335 Shares 4,047 Est. Cost $89.30 Unrealized
Automatic Data Processing 0.1%
Value ($000) $310 Shares 3,517 Est. Cost $75.51 Unrealized
JNJ Johnson & Johnson 0.1%
Value ($000) $302 Shares 2,558 Est. Cost $78.30 Unrealized +19.5%
ABBV AbbVie Inc. 0.1%
Value ($000) $294 Shares 4,668 Est. Cost $32.31 Unrealized +35.9%
American Express 0.1%
Value ($000) $259 Shares 4,040 Est. Cost $73.77 Unrealized
Aerohive Networks, Inc. 0.1%
Value ($000) $256 Shares 42,080 Est. Cost $6.08 Unrealized
KO Coca-Cola 0.1%
Value ($000) $248 Shares 5,860 Est. Cost $29.42 Unrealized +10.7%
META Facebook 0.1%
Value ($000) $248 Shares 1,933 Est. Cost $50.26 Unrealized +145.3%
HD Home Depot 0.1%
Value ($000) $239 Shares 1,855 Est. Cost $90.62 Unrealized +17.3%
CMCSA Comcast Cl-A 0.1%
Value ($000) $234 Shares 3,526 Est. Cost $23.73 Unrealized +12.2%
GS Goldman Sachs Group 0.1%
Value ($000) $232 Shares 1,440 Est. Cost $132.85 Unrealized +0.7%
Express Scripts Inc 0.1%
Value ($000) $229 Shares 3,250 Est. Cost $66.14 Unrealized
Walgreens Boots Alliance 0.1%
Value ($000) $224 Shares 2,775 Est. Cost $76.27 Unrealized
DHR Danaher Corp Del 0.1%
Value ($000) $213 Shares 2,711 Est. Cost $27.77 Unrealized +142.2%
Wells Fargo Pfd 0.1%
Value ($000) $209 Shares 160 Est. Cost $1300.00 Unrealized
Boeing Co. 0.1%
Value ($000) $206 Shares 1,560 Est. Cost $126.35 Unrealized
MMM 3M Company 0.1%
Value ($000) $199 Shares 1,129 Est. Cost $90.62 Unrealized +20.5%
Merck & Co 0.1%
Value ($000) $198 Shares 3,180 Est. Cost $52.74 Unrealized
PEP Pepsico Inc. 0.1%
Value ($000) $186 Shares 1,708 Est. Cost $71.63 Unrealized +13.2%
Bank of America 0.1%
Value ($000) $183 Shares 150 Est. Cost $1220.00 Unrealized
Bank of America Corp 0.1%
Value ($000) $168 Shares 10,730 Est. Cost $15.64 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $155 Shares 4,590 Est. Cost $19.89 Unrealized +11.9%
WFC Wells Fargo 0.1%
Value ($000) $155 Shares 3,500 Est. Cost $37.57 Unrealized -2.0%
NSC Norfolk Southern Corporati 0.1%
Value ($000) $151 Shares 1,552 Est. Cost $57.31 Unrealized +31.1%
UPS United Parcel Service 0.1%
Value ($000) $149 Shares 1,360 Est. Cost $69.50 Unrealized +11.2%
NKE Nike Inc. 0.1%
Value ($000) $146 Shares 2,776 Est. Cost $46.50 Unrealized +7.5%
HON Honeywell International 0.0%
Value ($000) $140 Shares 1,200 Est. Cost $53.13 Unrealized +61.9%
PM Philip Morris Internationa 0.0%
Value ($000) $135 Shares 1,390 Est. Cost $56.68 Unrealized +9.9%
WhiteWave Foods Co. 0.0%
Value ($000) $133 Shares 2,440 Est. Cost $34.34 Unrealized
Dow Chemical 0.0%
Value ($000) $130 Shares 2,500 Est. Cost $43.55 Unrealized
INTC Intel Corp. 0.0%
Value ($000) $130 Shares 3,443 Est. Cost $20.79 Unrealized +37.7%
BMY Bristol Myers Squibb 0.0%
Value ($000) $129 Shares 2,400 Est. Cost $46.08 Unrealized +0.1%
NUE Nucor Corporation 0.0%
Value ($000) $124 Shares 2,510 Est. Cost $34.14 Unrealized +20.7%
Amgen 0.0%
Value ($000) $123 Shares 740 Est. Cost $166.22 Unrealized
Varian Medical Systems Inc 0.0%
Value ($000) $121 Shares 1,220 Est. Cost $69.13 Unrealized
WMT Wal Mart Stores 0.0%
Value ($000) $118 Shares 1,643 Est. Cost $19.05 Unrealized +8.1%
ADBE Adobe Systems Inc 0.0%
Value ($000) $118 Shares 1,090 Est. Cost $44.37 Unrealized +126.1%
Abbott Labs 0.0%
Value ($000) $115 Shares 2,728 Est. Cost $42.16 Unrealized
Citigroup 0.0%
Value ($000) $113 Shares 2,400 Est. Cost $47.58 Unrealized
Duke Energy Corp 0.0%
Value ($000) $110 Shares 1,379 Est. Cost $67.99 Unrealized
HP Helmerich and Payne 0.0%
Value ($000) $101 Shares 1,500 Est. Cost $61.57 Unrealized +1.9%
IRBTQ iRobot Corp 0.0%
Value ($000) $97 Shares 2,200 Est. Cost $31.24 Unrealized +25.5%
Berkshire Hathaway Inc Cla 0.0%
Value ($000) $85 Shares 585 Est. Cost $144.50 Unrealized
UDR UDR Inc 0.0%
Value ($000) $80 Shares 2,235 Est. Cost $26.10 Unrealized 0.0%
Avalonbay Communities 0.0%
Value ($000) $79 Shares 447 Est. Cost $181.21 Unrealized
EIX Edison Int'l 0.0%
Value ($000) $74 Shares 1,020 Est. Cost $41.01 Unrealized +24.5%
Altria Group Inc. 0.0%
Value ($000) $74 Shares 1,171 Est. Cost $43.86 Unrealized
FTV Fortive Corp 0.0%
Value ($000) $69 Shares 1,354 Est. Cost $30.87 Unrealized 0.0%
ESS Essex Property Trust Inc. 0.0%
Value ($000) $68 Shares 304 Est. Cost $166.40 Unrealized 0.0%
OXY Occidental Petroleum 0.0%
Value ($000) $67 Shares 920 Est. Cost $59.99 Unrealized -4.3%
STT State Street Corp 0.0%
Value ($000) $59 Shares 850 Est. Cost $45.10 Unrealized +10.2%
CSRIX Cohen & Steers instl Rlty 0.0%
Value ($000) $58 Shares 1,192 Est. Cost $48.66 Unrealized
COP Conocophillips 0.0%
Value ($000) $57 Shares 1,304 Est. Cost $40.15 Unrealized -22.5%
Blackrock Inc. CL A 0.0%
Value ($000) $55 Shares 152 Est. Cost $338.99 Unrealized
duPont (E.I.) deNemours 0.0%
Value ($000) $52 Shares 770 Est. Cost $65.46 Unrealized
KMB Kimberly Clark 0.0%
Value ($000) $51 Shares 405 Est. Cost $81.91 Unrealized +14.2%
LinkedIn Corporation 0.0%
Value ($000) $51 Shares 268 Est. Cost $190.05 Unrealized
PCG PG&E Corp. 0.0%
Value ($000) $50 Shares 820 Est. Cost $39.15 Unrealized +54.3%
EQR Equity Residential Propert 0.0%
Value ($000) $50 Shares 780 Est. Cost $45.52 Unrealized 0.0%
EOG E O G Resources Inc 0.0%
Value ($000) $50 Shares 515 Est. Cost $59.32 Unrealized +9.8%
TMO Thermo Fisher Scientific 0.0%
Value ($000) $49 Shares 306 Est. Cost $133.97 Unrealized +12.0%
SEE Sealed Air Corp 0.0%
Value ($000) $49 Shares 1,060 Est. Cost $28.71 Unrealized +39.2%
CL Colgate Palmolive 0.0%
Value ($000) $49 Shares 660 Est. Cost $53.58 Unrealized +10.8%
ING Group NV 7.20% PFD 0.0%
Value ($000) $48 Shares 1,845 Est. Cost $24.95 Unrealized
National Oilwell Varco INC 0.0%
Value ($000) $48 Shares 1,300 Est. Cost $67.39 Unrealized
Monsanto 0.0%
Value ($000) $47 Shares 460 Est. Cost $105.17 Unrealized
SBUX Starbucks Corporation 0.0%
Value ($000) $45 Shares 840 Est. Cost $40.06 Unrealized +14.4%
HAL Halliburton Co. 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $33.21 Unrealized +9.5%
Arsenal Holdings, PLC 0.0%
Value ($000) $43 Shares 20 Est. Cost $2150.00 Unrealized
SCHW Schwab (Charles) Corp 0.0%
Value ($000) $41 Shares 1,300 Est. Cost $25.97 Unrealized +0.2%
PFG Principal Financial Group 0.0%
Value ($000) $39 Shares 750 Est. Cost $23.49 Unrealized +40.2%
RHHBY Roche Holdings Ltd-Spons A 0.0%
Value ($000) $37 Shares 1,200 Est. Cost $33.76 Unrealized
TXRH Texas Roadhouse Inc. 0.0%
Value ($000) $36 Shares 935 Est. Cost $29.89 Unrealized +28.1%
IYH iShares U.S. Healthcare ET 0.0%
Value ($000) $35 Shares 235 Est. Cost $127.66 Unrealized
SWX Southwest Gas Corp 0.0%
Value ($000) $35 Shares 500 Est. Cost $48.72 Unrealized +51.4%
FedEx Corp. 0.0%
Value ($000) $35 Shares 200 Est. Cost $150.00 Unrealized
UNP Union Pacific 0.0%
Value ($000) $34 Shares 348 Est. Cost $64.84 Unrealized +17.1%
MRSH Marsh & McLennan Companies 0.0%
Value ($000) $34 Shares 500 Est. Cost $40.50 Unrealized +41.5%
PYPL Paypal Holdings Inc 0.0%
Value ($000) $33 Shares 800 Est. Cost $35.62 Unrealized +7.7%
VTIAX Vanguard Total Int'l Stock 0.0%
Value ($000) $32 Shares 1,273 Est. Cost $25.92 Unrealized
Bank of New York Co Inc. 0.0%
Value ($000) $32 Shares 800 Est. Cost $41.25 Unrealized
DLTR Dollar Tree, Inc 0.0%
Value ($000) $32 Shares 400 Est. Cost $48.73 Unrealized +84.6%
CCK Crown Holdings Inc 0.0%
Value ($000) $31 Shares 540 Est. Cost $45.58 Unrealized +11.7%
ITT ITT Industries Inc 0.0%
Value ($000) $30 Shares 845 Est. Cost $35.86 Unrealized -4.7%
Becton Dickinson Company 0.0%
Value ($000) $29 Shares 160 Est. Cost $175.00 Unrealized
Columbia / HCA HealthCare 0.0%
Value ($000) $29 Shares 380 Est. Cost $76.32 Unrealized
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $29 Shares 340 Est. Cost $85.29 Unrealized
PEG Public Svc Enterprise Gp 0.0%
Value ($000) $28 Shares 670 Est. Cost $29.30 Unrealized +8.7%
SA Seabridge Gold Inc. 0.0%
Value ($000) $28 Shares 2,500 Est. Cost $11.28 Unrealized +11.0%
IYC iShares U.S. Consumer Serv 0.0%
Value ($000) $28 Shares 190 Est. Cost $121.05 Unrealized
GIS General Mills 0.0%
Value ($000) $28 Shares 442 Est. Cost $45.45 Unrealized +10.0%
BP PLC-Spons ADR 0.0%
Value ($000) $28 Shares 792 Est. Cost $46.27 Unrealized
CHD Church & Dwight Co., Inc. 0.0%
Value ($000) $27 Shares 558 Est. Cost $34.94 Unrealized +25.1%
R Ryder System Inc 0.0%
Value ($000) $27 Shares 410 Est. Cost $83.73 Unrealized -21.8%
Accenture LTD 0.0%
Value ($000) $27 Shares 225 Est. Cost $93.61 Unrealized
Tyco Electronics Ltd. 0.0%
Value ($000) $27 Shares 412 Est. Cost $66.05 Unrealized
IYK iShare US Consumer Goods E 0.0%
Value ($000) $27 Shares 240 Est. Cost $100.00 Unrealized
LLY Lilly Eli & co 0.0%
Value ($000) $26 Shares 325 Est. Cost $52.38 Unrealized +30.9%
Medtronic Inc. 0.0%
Value ($000) $26 Shares 305 Est. Cost $63.43 Unrealized
BofA Preferred 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $25.00 Unrealized
Cerner Corp 0.0%
Value ($000) $25 Shares 400 Est. Cost $95.00 Unrealized
IDU iShares US Utilities ETF 0.0%
Value ($000) $25 Shares 200 Est. Cost $110.00 Unrealized
Spectra Energy Corp 0.0%
Value ($000) $25 Shares 575 Est. Cost $36.52 Unrealized
Oppenheimer Intl Growth 0.0%
Value ($000) $25 Shares 684 Est. Cost $35.09 Unrealized
WMK Weis Markets, Inc. 0.0%
Value ($000) $24 Shares 450 Est. Cost $31.18 Unrealized +35.0%
PNC PNC Financial Services 0.0%
Value ($000) $24 Shares 265 Est. Cost $60.98 Unrealized +3.8%
ED Consolidated Edison Inc 0.0%
Value ($000) $24 Shares 320 Est. Cost $53.16 Unrealized +4.3%
IP International Paper 0.0%
Value ($000) $24 Shares 500 Est. Cost $27.05 Unrealized +9.1%
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $23 Shares 695 Est. Cost $33.09 Unrealized
EBAY eBay Inc. 0.0%
Value ($000) $23 Shares 700 Est. Cost $20.80 Unrealized +29.2%
Steelcase Inc-CL A 0.0%
Value ($000) $22 Shares 1,555 Est. Cost $15.43 Unrealized
Suncor Energy Inc. 0.0%
Value ($000) $22 Shares 800 Est. Cost $30.00 Unrealized
NY Community Bancorp 0.0%
Value ($000) $22 Shares 1,540 Est. Cost $16.89 Unrealized
NWL Newell Rubbermaid 0.0%
Value ($000) $21 Shares 405 Est. Cost $19.32 Unrealized +80.2%
Nordstrom Inc. 0.0%
Value ($000) $21 Shares 400 Est. Cost $45.00 Unrealized
CE Celanese Corp 0.0%
Value ($000) $20 Shares 300 Est. Cost $55.92 Unrealized -2.3%
EA Electronic Arts Inc. 0.0%
Value ($000) $20 Shares 234 Est. Cost $68.44 Unrealized +13.6%
FISV Fiserv Inc 0.0%
Value ($000) $20 Shares 200 Est. Cost $31.60 Unrealized +65.9%
MRSIX MFS Research International 0.0%
Value ($000) $20 Shares 1,193 Est. Cost $15.93 Unrealized
TIIEX TIAA-CREF Intl Eqty 0.0%
Value ($000) $20 Shares 1,871 Est. Cost $10.15 Unrealized
SHW Sherwin-Williams Co 0.0%
Value ($000) $19 Shares 70 Est. Cost $89.15 Unrealized -0.2%
TSLA Tesla Motors, Inc. 0.0%
Value ($000) $19 Shares 93 Est. Cost $13.15 Unrealized +9.8%
GLW Corning Glass Works 0.0%
Value ($000) $19 Shares 800 Est. Cost $13.86 Unrealized +25.3%
ETFs Gold Trust 0.0%
Value ($000) $19 Shares 145 Est. Cost $133.33 Unrealized
Rockwell Collins Inc 0.0%
Value ($000) $18 Shares 219 Est. Cost $97.77 Unrealized
PRU Prudential Financial Inc. 0.0%
Value ($000) $18 Shares 220 Est. Cost $48.97 Unrealized +2.6%
Suntrust Banks Inc 0.0%
Value ($000) $18 Shares 400 Est. Cost $42.50 Unrealized
ITW Illinois Tool Works 0.0%
Value ($000) $18 Shares 150 Est. Cost $63.21 Unrealized +46.9%
DE Deere & Co. 0.0%
Value ($000) $17 Shares 200 Est. Cost $68.04 Unrealized +3.4%
Five Prime Therapeutics In 0.0%
Value ($000) $17 Shares 325 Est. Cost $40.00 Unrealized
Tiffany & Co. 0.0%
Value ($000) $16 Shares 226 Est. Cost $61.38 Unrealized
SGMO Sangamo Biosciences Inc. 0.0%
Value ($000) $16 Shares 3,400 Est. Cost $10.55 Unrealized -51.8%
CHKP Checkpoint Software Tech 0.0%
Value ($000) $16 Shares 200 Est. Cost $77.56 Unrealized 0.0%
BB&T Corporation 0.0%
Value ($000) $15 Shares 400 Est. Cost $37.50 Unrealized
CHTR Charter Communications 0.0%
Value ($000) $13 Shares 48 Est. Cost $214.89 Unrealized +17.6%
Activision Bllizzard 0.0%
Value ($000) $13 Shares 284 Est. Cost $21.41 Unrealized
VEEV Veeva Systems Inc. 0.0%
Value ($000) $13 Shares 318 Est. Cost $26.06 Unrealized +48.8%
Analog Devices 0.0%
Value ($000) $13 Shares 200 Est. Cost $65.00 Unrealized
HSBC Holdings PLC Preferre 0.0%
Value ($000) $13 Shares 500 Est. Cost $24.00 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $13 Shares 1,310 Est. Cost $6.42 Unrealized 0.0%
Zendesk Inc. 0.0%
Value ($000) $12 Shares 376 Est. Cost $18.62 Unrealized
WAT Waters Corp 0.0%
Value ($000) $11 Shares 70 Est. Cost $95.76 Unrealized +61.6%
WU Western Union 0.0%
Value ($000) $11 Shares 550 Est. Cost $16.40 Unrealized
WDAY Worklday, Inc. 0.0%
Value ($000) $10 Shares 105 Est. Cost $77.28 Unrealized +7.9%
Voya Global Real Estate 0.0%
Value ($000) $10 Shares 493 Est. Cost $20.28 Unrealized
Briggs & Stratton Corporat 0.0%
Value ($000) $10 Shares 535 Est. Cost $18.69 Unrealized
Barclays Bank 7.10% ADR 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.00 Unrealized
Credit Suisse Group 0.0%
Value ($000) $10 Shares 750 Est. Cost $14.67 Unrealized
NetSuite Inc. 0.0%
Value ($000) $9 Shares 85 Est. Cost $82.35 Unrealized
TEVA Teva Pharmaceutical 0.0%
Value ($000) $9 Shares 188 Est. Cost $61.34 Unrealized
TXN Texas Instruments 0.0%
Value ($000) $9 Shares 133 Est. Cost $28.70 Unrealized +83.5%
Ultimate Software Group I 0.0%
Value ($000) $9 Shares 43 Est. Cost $186.05 Unrealized
NOW ServiceNow, Inc. 0.0%
Value ($000) $9 Shares 108 Est. Cost $14.94 Unrealized -1.3%
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $8 Shares 200 Est. Cost $50.00 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $8 Shares 98 Est. Cost $61.29 Unrealized -3.5%
Bayer AG-Sponsored ADR 0.0%
Value ($000) $8 Shares 75 Est. Cost $120.00 Unrealized
EMR Emerson Electric 0.0%
Value ($000) $7 Shares 130 Est. Cost $42.48 Unrealized -0.4%
Carnival Corp 0.0%
Value ($000) $7 Shares 150 Est. Cost $49.11 Unrealized
VRSK Verisk Analytics Inc-Class 0.0%
Value ($000) $7 Shares 80 Est. Cost $64.53 Unrealized +22.5%
Quidel Corporation 0.0%
Value ($000) $7 Shares 300 Est. Cost $26.67 Unrealized
CINF Cincinnati Financial Corp 0.0%
Value ($000) $7 Shares 89 Est. Cost $52.34 Unrealized +12.4%
PCAR Paccar Inc. 0.0%
Value ($000) $6 Shares 100 Est. Cost $21.67 Unrealized +23.1%
ROK Rockwell Int'l 0.0%
Value ($000) $6 Shares 50 Est. Cost $90.76 Unrealized +8.0%
Yamana Gold Inc. 0.0%
Value ($000) $6 Shares 1,278 Est. Cost $9.12 Unrealized
Tri Continental Corp 0.0%
Value ($000) $6 Shares 275 Est. Cost $21.82 Unrealized
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $6 Shares 280 Est. Cost $6.50 Unrealized +45.2%
ECL Ecolab Inc 0.0%
Value ($000) $6 Shares 50 Est. Cost $87.94 Unrealized +23.9%
VMware Inc. 0.0%
Value ($000) $5 Shares 70 Est. Cost $81.33 Unrealized
KMI Kinder Morgan Inc. 0.0%
Value ($000) $5 Shares 224 Est. Cost $10.91 Unrealized +19.7%
IDA Idacorp 0.0%
Value ($000) $5 Shares 70 Est. Cost $48.08 Unrealized +64.1%
Hewlett Packard 0.0%
Value ($000) $4 Shares 280 Est. Cost $24.85 Unrealized
Borgwarner Inc 0.0%
Value ($000) $4 Shares 113 Est. Cost $53.10 Unrealized
EMN Eastman Chemical Company 0.0%
Value ($000) $4 Shares 56 Est. Cost $47.81 Unrealized +2.9%
Xerox Corp. 0.0%
Value ($000) $4 Shares 400 Est. Cost $12.66 Unrealized
IFS AB 0.0%
Value ($000) $4 Shares 92 Est. Cost $43.48 Unrealized
Yahoo ! Inc 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.86 Unrealized
Mosaic Company 0.0%
Value ($000) $3 Shares 119 Est. Cost $25.21 Unrealized
Anglo American Plc Sp Adr 0.0%
Value ($000) $3 Shares 536 Est. Cost $9.33 Unrealized
California Resources Corp 0.0%
Value ($000) $2 Shares 160 Est. Cost $6.25 Unrealized
Banco De Sabadell ADR 0.0%
Value ($000) $2 Shares 1,041 Est. Cost $3.96 Unrealized
Amyris 0.0%
Value ($000) $2 Shares 2,813 Est. Cost $2.65 Unrealized
Silver Bullion Trust 0.0%
Value ($000) $2 Shares 150 Est. Cost $6.67 Unrealized
Symantec Corp 0.0%
Value ($000) $1 Shares 56 Est. Cost $21.29 Unrealized
CC Chemours Co 0.0%
Value ($000) $1 Shares 64 Est. Cost $7.40 Unrealized +12.6%
PSX Phillips 66 0.0%
Value ($000) $1 Shares 7 Est. Cost $49.23 Unrealized +10.5%
DNOW NOW inc 0.0%
Value ($000) $1 Shares 25 Est. Cost $33.70 Unrealized -40.7%
NOK Nokia Corp Sponsored ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.75 Unrealized
Zynga Inc 0.0%
Value ($000) $0 Shares 150 Est. Cost Unrealized
Genitope Corp 0.0%
Value ($000) $0 Shares 6,000 Est. Cost Unrealized
Immunosyn Corp 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
Level 3 Communications 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized