Nelson Capital Management, LLC Diversified Active

CIK: 0001512611 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 9, 2017

Total Value ($000): $286,347 (100.0% shares, 0.0% debt)

Holdings (260)

AMZN Amazon Com Inc. 4.7%
Value ($000) $13,474 Shares 17,968 Est. Cost $39.18 Unrealized 0.0%
COST Costco Wholesale Corp 3.1%
Value ($000) $8,888 Shares 55,510 Est. Cost $89.02 Unrealized +45.8%
AKAM Akamai Technologies 2.9%
Value ($000) $8,331 Shares 124,940 Est. Cost $44.76 Unrealized +42.3%
TJX TJX Companies Inc. 2.8%
Value ($000) $8,154 Shares 108,526 Est. Cost $22.90 Unrealized +45.1%
UNH United Health Care 2.7%
Value ($000) $7,862 Shares 49,128 Est. Cost $94.22 Unrealized +37.1%
SLB Schlumberger Ltd 2.7%
Value ($000) $7,793 Shares 92,833 Est. Cost $64.00 Unrealized -1.5%
FRCB First Republic Bank 2.7%
Value ($000) $7,758 Shares 84,201 Est. Cost $59.33 Unrealized +31.8%
Alphabet Inc Cl-C 2.6%
Value ($000) $7,332 Shares 9,499 Est. Cost $541.11 Unrealized
XLU Utilities Sector SPDR 2.4%
Value ($000) $6,928 Shares 142,631 Est. Cost $38.57 Unrealized
TROW T. Rowe Price Group Inc 2.4%
Value ($000) $6,926 Shares 92,025 Est. Cost $50.45 Unrealized +0.4%
CSCO Cisco Systems Inc. 2.4%
Value ($000) $6,906 Shares 228,522 Est. Cost $15.87 Unrealized +45.2%
FFIV F5 Networks 2.3%
Value ($000) $6,645 Shares 45,913 Est. Cost $84.87 Unrealized +59.6%
Travelers Companies Inc. 2.3%
Value ($000) $6,587 Shares 53,808 Est. Cost $114.55 Unrealized
SYK Stryker Corporation 2.3%
Value ($000) $6,562 Shares 54,767 Est. Cost $104.89 Unrealized -0.9%
CVX Chevron Corp. 2.2%
Value ($000) $6,219 Shares 52,838 Est. Cost $70.86 Unrealized +4.1%
USB US Bancorp 2.2%
Value ($000) $6,166 Shares 120,036 Est. Cost $23.46 Unrealized +44.0%
JPM J.P.Morgan Chase & Co 2.0%
Value ($000) $5,841 Shares 67,696 Est. Cost $40.90 Unrealized +46.4%
IVZ Invesco Ltd 2.0%
Value ($000) $5,793 Shares 190,926 Est. Cost $19.40 Unrealized +4.0%
Time Warner Inc 2.0%
Value ($000) $5,779 Shares 59,869 Est. Cost $75.72 Unrealized
ROP Roper Technologies Inc 2.0%
Value ($000) $5,622 Shares 30,710 Est. Cost $162.32 Unrealized +4.6%
DIS Disney (Walt & Co.) 1.9%
Value ($000) $5,580 Shares 53,544 Est. Cost $62.27 Unrealized +45.7%
MAS Masco Corp 1.9%
Value ($000) $5,533 Shares 174,986 Est. Cost $19.42 Unrealized +43.9%
VZ Verizon Communications 1.9%
Value ($000) $5,404 Shares 101,242 Est. Cost $27.32 Unrealized +13.4%
QCOM Qualcomm Inc 1.9%
Value ($000) $5,395 Shares 82,745 Est. Cost $45.44 Unrealized +15.0%
PAYX Paychex Inc. 1.8%
Value ($000) $5,238 Shares 86,038 Est. Cost $26.38 Unrealized +66.5%
GILD Gilead Sciences 1.8%
Value ($000) $5,236 Shares 73,119 Est. Cost $49.20 Unrealized +8.1%
HRL Hormel Foods Corp 1.8%
Value ($000) $5,212 Shares 149,720 Est. Cost $28.71 Unrealized 0.0%
XOM Exxon Mobil Corp 1.8%
Value ($000) $5,206 Shares 57,679 Est. Cost $54.18 Unrealized +7.4%
Praxair Inc 1.8%
Value ($000) $5,174 Shares 44,154 Est. Cost $116.40 Unrealized
CRM Salesforce.com 1.8%
Value ($000) $5,083 Shares 74,254 Est. Cost $56.74 Unrealized +26.4%
United Technologies Corp 1.6%
Value ($000) $4,594 Shares 41,909 Est. Cost $101.56 Unrealized
HXL Hexcel Corp 1.6%
Value ($000) $4,570 Shares 88,840 Est. Cost $33.97 Unrealized +41.5%
SVB Financial Group 1.6%
Value ($000) $4,528 Shares 26,379 Est. Cost $114.55 Unrealized
Eaton Corporation 1.6%
Value ($000) $4,464 Shares 66,533 Est. Cost $59.85 Unrealized
NVS Novartis A G Spon ADR 1.6%
Value ($000) $4,449 Shares 61,085 Est. Cost $74.52 Unrealized
ORCL Oracle Corp. 1.5%
Value ($000) $4,253 Shares 110,616 Est. Cost $28.78 Unrealized +18.6%
PG Procter & Gamble Co. 1.4%
Value ($000) $4,008 Shares 47,674 Est. Cost $66.07 Unrealized +1.1%
Cavium Networks, Inc. 1.4%
Value ($000) $3,927 Shares 62,886 Est. Cost $39.24 Unrealized
Allergan, Inc 1.3%
Value ($000) $3,601 Shares 17,146 Est. Cost $210.02 Unrealized
STZ Constellation Brand Cl A 1.2%
Value ($000) $3,486 Shares 22,740 Est. Cost $138.20 Unrealized 0.0%
DEO Diageo PLC-SP ADR 1.2%
Value ($000) $3,327 Shares 32,006 Est. Cost $115.76 Unrealized
XLK Technology Sector SPDR 1.2%
Value ($000) $3,325 Shares 68,748 Est. Cost $31.74 Unrealized
ILMN Illumina Inc. 1.1%
Value ($000) $3,256 Shares 25,433 Est. Cost $181.14 Unrealized -25.6%
Michael Kors Hldgs 1.1%
Value ($000) $3,240 Shares 75,394 Est. Cost $46.32 Unrealized
AAPL Apple Computer 1.0%
Value ($000) $2,893 Shares 24,981 Est. Cost $26.09 Unrealized 0.0%
Celgene Corp. 1.0%
Value ($000) $2,860 Shares 24,705 Est. Cost $88.68 Unrealized
XLF Financial Select Sector 0.7%
Value ($000) $1,896 Shares 81,533 Est. Cost $21.26 Unrealized
XLV Healthcare SPDR 0.6%
Value ($000) $1,752 Shares 25,410 Est. Cost $67.76 Unrealized
XLY Consumer Disc SPDR 0.6%
Value ($000) $1,640 Shares 20,144 Est. Cost $63.04 Unrealized
XLI Industrial Sector SPDR 0.5%
Value ($000) $1,424 Shares 22,885 Est. Cost $43.86 Unrealized
XLP Consumer Staples SPDR 0.5%
Value ($000) $1,376 Shares 26,610 Est. Cost $40.26 Unrealized
XLE Energy Select SPDR 0.4%
Value ($000) $1,183 Shares 15,700 Est. Cost $74.57 Unrealized
MSFT Microsoft Corp 0.3%
Value ($000) $971 Shares 15,633 Est. Cost $46.89 Unrealized +15.0%
AT&T Corp 0.3%
Value ($000) $822 Shares 19,320 Est. Cost $42.55 Unrealized
GOLD Trust ETF 0.2%
Value ($000) $633 Shares 5,775 Est. Cost $118.99 Unrealized
Alphabet Inc Cl-A Vtg 0.2%
Value ($000) $548 Shares 691 Est. Cost $732.38 Unrealized
CVS CVS Corporation 0.2%
Value ($000) $515 Shares 6,530 Est. Cost $70.89 Unrealized -13.9%
XLB Materials Select Sector SPDR 0.2%
Value ($000) $513 Shares 10,314 Est. Cost $39.33 Unrealized
LOW Lowes Companies Inc. 0.1%
Value ($000) $427 Shares 6,000 Est. Cost $32.64 Unrealized +83.2%
MCD McDonald's Corp 0.1%
Value ($000) $416 Shares 3,417 Est. Cost $76.91 Unrealized +22.6%
General Electric 0.1%
Value ($000) $396 Shares 12,542 Est. Cost $26.56 Unrealized
IBM Int'l Business Machines 0.1%
Value ($000) $384 Shares 2,312 Est. Cost $113.20 Unrealized -9.0%
ADP Automatic Data Processing 0.1%
Value ($000) $355 Shares 3,453 Est. Cost $76.76 Unrealized 0.0%
GS Goldman Sachs Group 0.1%
Value ($000) $345 Shares 1,440 Est. Cost $132.85 Unrealized +26.3%
Visa Inc Com CL A 0.1%
Value ($000) $316 Shares 4,047 Est. Cost $89.30 Unrealized
QLYS Qualys Inc. 0.1%
Value ($000) $315 Shares 9,946 Est. Cost $12.98 Unrealized +171.1%
JNJ Johnson & Johnson 0.1%
Value ($000) $307 Shares 2,668 Est. Cost $78.77 Unrealized +13.9%
NUE Nucor Corporation 0.1%
Value ($000) $303 Shares 5,088 Est. Cost $39.96 Unrealized +14.2%
META Facebook 0.1%
Value ($000) $295 Shares 2,568 Est. Cost $67.99 Unrealized +79.4%
ABBV AbbVie Inc. 0.1%
Value ($000) $292 Shares 4,668 Est. Cost $32.31 Unrealized +29.3%
CMCSA Comcast Cl-A 0.1%
Value ($000) $272 Shares 3,935 Est. Cost $24.05 Unrealized +11.5%
HD Home Depot 0.1%
Value ($000) $253 Shares 1,889 Est. Cost $90.85 Unrealized +13.8%
AXP American Express 0.1%
Value ($000) $251 Shares 3,390 Est. Cost $60.98 Unrealized 0.0%
BA Boeing Co. 0.1%
Value ($000) $243 Shares 1,560 Est. Cost $135.00 Unrealized 0.0%
KO Coca-Cola 0.1%
Value ($000) $243 Shares 5,860 Est. Cost $29.42 Unrealized +6.1%
Aerohive Networks, Inc. 0.1%
Value ($000) $240 Shares 42,080 Est. Cost $6.08 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $237 Shares 10,730 Est. Cost $15.68 Unrealized 0.0%
Merck & Co 0.1%
Value ($000) $234 Shares 3,980 Est. Cost $53.96 Unrealized
Walgreens Boots Alliance 0.1%
Value ($000) $230 Shares 2,775 Est. Cost $76.27 Unrealized
Express Scripts Inc 0.1%
Value ($000) $224 Shares 3,250 Est. Cost $66.14 Unrealized
Whole Foods Market 0.1%
Value ($000) $208 Shares 6,755 Est. Cost $38.38 Unrealized
WFC Wells Fargo 0.1%
Value ($000) $205 Shares 3,713 Est. Cost $37.66 Unrealized +3.7%
MMM 3M Company 0.1%
Value ($000) $195 Shares 1,091 Est. Cost $90.62 Unrealized +17.2%
PEP Pepsico Inc. 0.1%
Value ($000) $179 Shares 1,708 Est. Cost $71.63 Unrealized +10.8%
BRK/B Berkshire Hathaway Inc Class 0.1%
Value ($000) $176 Shares 1,080 Est. Cost $153.96 Unrealized 0.0%
PFE Pfizer Inc 0.1%
Value ($000) $168 Shares 5,165 Est. Cost $19.95 Unrealized +2.7%
NSC Norfolk Southern Corporation 0.1%
Value ($000) $168 Shares 1,552 Est. Cost $57.31 Unrealized +46.6%
DHR Danaher Corp Del 0.1%
Value ($000) $160 Shares 2,051 Est. Cost $27.77 Unrealized +139.0%
UPS United Parcel Service 0.1%
Value ($000) $156 Shares 1,360 Est. Cost $69.50 Unrealized +15.5%
Citigroup 0.0%
Value ($000) $143 Shares 2,400 Est. Cost $47.58 Unrealized
NKE Nike Inc. 0.0%
Value ($000) $141 Shares 2,776 Est. Cost $46.50 Unrealized -2.0%
BMY Bristol Myers Squibb 0.0%
Value ($000) $140 Shares 2,400 Est. Cost $46.08 Unrealized -14.2%
HON Honeywell International 0.0%
Value ($000) $139 Shares 1,200 Est. Cost $53.13 Unrealized +58.5%
WhiteWave Foods Co. 0.0%
Value ($000) $130 Shares 2,340 Est. Cost $34.34 Unrealized
PM Philip Morris International I 0.0%
Value ($000) $127 Shares 1,390 Est. Cost $56.68 Unrealized +2.7%
INTC Intel Corp. 0.0%
Value ($000) $125 Shares 3,443 Est. Cost $20.79 Unrealized +40.2%
HP Helmerich and Payne 0.0%
Value ($000) $116 Shares 1,500 Est. Cost $61.57 Unrealized +15.4%
WMT Wal Mart Stores 0.0%
Value ($000) $114 Shares 1,643 Est. Cost $19.05 Unrealized +4.5%
ADBE Adobe Systems Inc 0.0%
Value ($000) $112 Shares 1,090 Est. Cost $44.37 Unrealized +138.6%
NFLX Netflix Inc 0.0%
Value ($000) $110 Shares 890 Est. Cost $11.85 Unrealized 0.0%
ETHSX Eaton Vance Worldwide Health 0.0%
Value ($000) $108 Shares 11,830 Est. Cost $9.13 Unrealized
Duke Energy Corp 0.0%
Value ($000) $107 Shares 1,379 Est. Cost $67.99 Unrealized
Varian Medical Systems Inc. 0.0%
Value ($000) $98 Shares 1,090 Est. Cost $69.13 Unrealized
ABT Abbott Labs 0.0%
Value ($000) $97 Shares 2,520 Est. Cost $33.65 Unrealized 0.0%
COF Capital One 0.0%
Value ($000) $97 Shares 1,110 Est. Cost $68.75 Unrealized 0.0%
UDR UDR Inc 0.0%
Value ($000) $82 Shares 2,235 Est. Cost $26.10 Unrealized -5.2%
Altria Group Inc. 0.0%
Value ($000) $79 Shares 1,171 Est. Cost $43.86 Unrealized
AVB Avalonbay Communities 0.0%
Value ($000) $78 Shares 439 Est. Cost $123.37 Unrealized 0.0%
ESS Essex Property Trust Inc. 0.0%
Value ($000) $71 Shares 304 Est. Cost $166.40 Unrealized -4.3%
OXY Occidental Petroleum 0.0%
Value ($000) $66 Shares 920 Est. Cost $59.99 Unrealized -8.3%
STT State Street Corp 0.0%
Value ($000) $66 Shares 850 Est. Cost $45.10 Unrealized +27.6%
COP Conocophillips 0.0%
Value ($000) $65 Shares 1,304 Est. Cost $40.15 Unrealized -13.4%
IAC/InterActiveCorp 0.0%
Value ($000) $62 Shares 958 Est. Cost $64.72 Unrealized
Blackrock Inc. CL A 0.0%
Value ($000) $58 Shares 152 Est. Cost $338.99 Unrealized
Dow Chemical 0.0%
Value ($000) $58 Shares 1,020 Est. Cost $43.55 Unrealized
duPont (E.I.) deNemours 0.0%
Value ($000) $57 Shares 770 Est. Cost $65.46 Unrealized
FTV Fortive Corp 0.0%
Value ($000) $55 Shares 1,024 Est. Cost $30.87 Unrealized +3.2%
HAL Halliburton Co. 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $33.21 Unrealized +25.6%
EOG E O G Resources Inc 0.0%
Value ($000) $52 Shares 515 Est. Cost $59.32 Unrealized +22.0%
CAT Caterpillar Inc. 0.0%
Value ($000) $52 Shares 566 Est. Cost $73.74 Unrealized 0.0%
CSRIX Cohen & Steers instl Rlty 0.0%
Value ($000) $51 Shares 1,192 Est. Cost $48.66 Unrealized
SCHW Schwab (Charles) Corp 0.0%
Value ($000) $51 Shares 1,300 Est. Cost $25.97 Unrealized +22.4%
PCG PG&E Corp. 0.0%
Value ($000) $50 Shares 820 Est. Cost $39.15 Unrealized +46.7%
EA Electronic Arts Inc. 0.0%
Value ($000) $50 Shares 634 Est. Cost $74.60 Unrealized +4.8%
EQR Equity Residential Properties 0.0%
Value ($000) $50 Shares 780 Est. Cost $45.52 Unrealized -3.2%
Monsanto 0.0%
Value ($000) $48 Shares 460 Est. Cost $105.17 Unrealized
SEE Sealed Air Corp 0.0%
Value ($000) $48 Shares 1,060 Est. Cost $28.71 Unrealized +36.4%
SBUX Starbucks Corporation 0.0%
Value ($000) $47 Shares 840 Est. Cost $40.06 Unrealized +13.8%
KMB Kimberly Clark 0.0%
Value ($000) $46 Shares 405 Est. Cost $81.91 Unrealized +3.2%
TXRH Texas Roadhouse Inc. 0.0%
Value ($000) $45 Shares 935 Est. Cost $29.89 Unrealized +26.6%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $44 Shares 1,880 Est. Cost $9.68 Unrealized +5.7%
CL Colgate Palmolive 0.0%
Value ($000) $43 Shares 660 Est. Cost $53.58 Unrealized +3.3%
TMO Thermo Fisher Scientific 0.0%
Value ($000) $43 Shares 306 Est. Cost $133.97 Unrealized +7.3%
IRBTQ iRobot Corp 0.0%
Value ($000) $38 Shares 651 Est. Cost $31.24 Unrealized +67.0%
SWX Southwest Gas Corp 0.0%
Value ($000) $38 Shares 500 Est. Cost $48.72 Unrealized +48.2%
Bank of New York Co Inc. 0.0%
Value ($000) $38 Shares 800 Est. Cost $47.50 Unrealized
FedEx Corp. 0.0%
Value ($000) $37 Shares 200 Est. Cost $150.00 Unrealized
UNP Union Pacific 0.0%
Value ($000) $36 Shares 348 Est. Cost $64.84 Unrealized +23.9%
MRSH Marsh & McLennan Companies 0.0%
Value ($000) $34 Shares 500 Est. Cost $40.50 Unrealized +42.4%
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $34 Shares 235 Est. Cost $127.66 Unrealized
RHHBY Roche Holdings Ltd-Spons ADR 0.0%
Value ($000) $34 Shares 1,200 Est. Cost $33.76 Unrealized
ITT ITT Industries Inc 0.0%
Value ($000) $33 Shares 845 Est. Cost $35.86 Unrealized +5.1%
PYPL Paypal Holdings Inc 0.0%
Value ($000) $32 Shares 800 Est. Cost $35.62 Unrealized +12.6%
VTIAX Vanguard Total Int'l Stock In 0.0%
Value ($000) $31 Shares 1,273 Est. Cost $25.92 Unrealized
DLTR Dollar Tree, Inc 0.0%
Value ($000) $31 Shares 400 Est. Cost $48.73 Unrealized +65.1%
PNC PNC Financial Services 0.0%
Value ($000) $31 Shares 265 Est. Cost $60.98 Unrealized +26.5%
R Ryder System Inc 0.0%
Value ($000) $31 Shares 410 Est. Cost $83.73 Unrealized -12.0%
TSLA Tesla Motors, Inc. 0.0%
Value ($000) $31 Shares 146 Est. Cost $13.15 Unrealized -0.1%
MU Micron Technology, Inc. 0.0%
Value ($000) $30 Shares 1,350 Est. Cost $18.33 Unrealized 0.0%
BP BP PLC-Spons ADR 0.0%
Value ($000) $30 Shares 792 Est. Cost $37.88 Unrealized
National Oilwell Varco INC 0.0%
Value ($000) $30 Shares 800 Est. Cost $67.39 Unrealized
WMK Weis Markets, Inc. 0.0%
Value ($000) $30 Shares 450 Est. Cost $31.18 Unrealized +50.9%
Tyco Electronics Ltd. 0.0%
Value ($000) $29 Shares 412 Est. Cost $66.05 Unrealized
PEG Public Svc Enterprise Gp 0.0%
Value ($000) $29 Shares 670 Est. Cost $29.30 Unrealized +3.9%
IYC iShares U.S. Consumer Service 0.0%
Value ($000) $29 Shares 190 Est. Cost $121.05 Unrealized
Columbia / HCA HealthCare 0.0%
Value ($000) $28 Shares 380 Est. Cost $76.32 Unrealized
Steelcase Inc-CL A 0.0%
Value ($000) $28 Shares 1,555 Est. Cost $15.43 Unrealized
Hewlett Packard 0.0%
Value ($000) $28 Shares 1,880 Est. Cost $16.38 Unrealized
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $28 Shares 340 Est. Cost $85.29 Unrealized
IYK iShare US Consumer Goods ETF 0.0%
Value ($000) $27 Shares 240 Est. Cost $100.00 Unrealized
IP International Paper 0.0%
Value ($000) $27 Shares 500 Est. Cost $27.05 Unrealized +15.5%
BDX Becton Dickinson Company 0.0%
Value ($000) $26 Shares 160 Est. Cost $144.69 Unrealized 0.0%
Suncor Energy Inc. 0.0%
Value ($000) $26 Shares 800 Est. Cost $30.00 Unrealized
Accenture LTD 0.0%
Value ($000) $26 Shares 225 Est. Cost $93.61 Unrealized
CHD Church & Dwight Co., Inc. 0.0%
Value ($000) $25 Shares 558 Est. Cost $34.94 Unrealized +15.9%
IDU iShares US Utilities ETF 0.0%
Value ($000) $24 Shares 200 Est. Cost $110.00 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $24 Shares 320 Est. Cost $53.16 Unrealized -2.1%
CE Celanese Corp 0.0%
Value ($000) $24 Shares 300 Est. Cost $55.92 Unrealized +12.9%
LLY Lilly Eli & co 0.0%
Value ($000) $24 Shares 325 Est. Cost $52.38 Unrealized +22.6%
Spectra Energy Corp 0.0%
Value ($000) $24 Shares 575 Est. Cost $36.52 Unrealized
Oppenheimer Intl Growth 0.0%
Value ($000) $24 Shares 684 Est. Cost $35.09 Unrealized
PRU Prudential Financial Inc. 0.0%
Value ($000) $23 Shares 220 Est. Cost $48.97 Unrealized +27.9%
NY Community Bancorp 0.0%
Value ($000) $23 Shares 1,420 Est. Cost $16.89 Unrealized
Medtronic Inc. 0.0%
Value ($000) $22 Shares 305 Est. Cost $63.43 Unrealized
Suntrust Banks Inc 0.0%
Value ($000) $22 Shares 400 Est. Cost $42.50 Unrealized
XLRE Real Estate Select Sector ETF 0.0%
Value ($000) $22 Shares 722 Est. Cost $32.77 Unrealized
EBAY eBay Inc. 0.0%
Value ($000) $21 Shares 700 Est. Cost $20.80 Unrealized +26.4%
DE Deere & Co. 0.0%
Value ($000) $21 Shares 200 Est. Cost $68.04 Unrealized +19.7%
FISV Fiserv Inc 0.0%
Value ($000) $21 Shares 200 Est. Cost $31.60 Unrealized +62.5%
Rockwell Collins Inc 0.0%
Value ($000) $20 Shares 219 Est. Cost $97.77 Unrealized
GIS General Mills 0.0%
Value ($000) $20 Shares 325 Est. Cost $45.45 Unrealized -1.3%
SO The Southern Company 0.0%
Value ($000) $20 Shares 400 Est. Cost $33.55 Unrealized 0.0%
SA Seabridge Gold Inc. 0.0%
Value ($000) $20 Shares 2,500 Est. Cost $11.28 Unrealized -12.7%
Cerner Corp 0.0%
Value ($000) $19 Shares 400 Est. Cost $95.00 Unrealized
BB&T Corporation 0.0%
Value ($000) $19 Shares 400 Est. Cost $47.50 Unrealized
SHW Sherwin-Williams Co 0.0%
Value ($000) $19 Shares 70 Est. Cost $89.15 Unrealized -8.7%
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
GLW Corning Glass Works 0.0%
Value ($000) $19 Shares 800 Est. Cost $13.86 Unrealized +34.5%
Nordstrom Inc. 0.0%
Value ($000) $19 Shares 400 Est. Cost $45.00 Unrealized
CCK Crown Holdings Inc 0.0%
Value ($000) $18 Shares 340 Est. Cost $45.58 Unrealized +12.7%
NWL Newell Rubbermaid 0.0%
Value ($000) $18 Shares 405 Est. Cost $19.32 Unrealized +69.3%
ITW Illinois Tool Works 0.0%
Value ($000) $18 Shares 150 Est. Cost $63.21 Unrealized +53.7%
Tiffany & Co. 0.0%
Value ($000) $17 Shares 226 Est. Cost $61.38 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $17 Shares 1,310 Est. Cost $6.42 Unrealized +23.2%
CHKP Checkpoint Software Tech 0.0%
Value ($000) $17 Shares 200 Est. Cost $77.56 Unrealized +5.8%
Five Prime Therapeutics Inc. 0.0%
Value ($000) $16 Shares 325 Est. Cost $40.00 Unrealized
ETFs Gold Trust 0.0%
Value ($000) $16 Shares 145 Est. Cost $133.33 Unrealized
CHTR Charter Communications 0.0%
Value ($000) $14 Shares 48 Est. Cost $214.89 Unrealized +25.3%
Zillow, Inc. 0.0%
Value ($000) $13 Shares 350 Est. Cost $37.14 Unrealized
VEEV Veeva Systems Inc. 0.0%
Value ($000) $13 Shares 318 Est. Cost $26.06 Unrealized +56.7%
WU Western Union 0.0%
Value ($000) $12 Shares 550 Est. Cost $16.40 Unrealized
Briggs & Stratton Corporation 0.0%
Value ($000) $12 Shares 535 Est. Cost $18.69 Unrealized
Credit Suisse Group 0.0%
Value ($000) $11 Shares 750 Est. Cost $14.67 Unrealized
NVDA Nvidia Corp. 0.0%
Value ($000) $11 Shares 100 Est. Cost $2.06 Unrealized 0.0%
SGMO Sangamo Biosciences Inc. 0.0%
Value ($000) $10 Shares 3,400 Est. Cost $10.55 Unrealized -65.5%
Activision Bllizzard 0.0%
Value ($000) $10 Shares 284 Est. Cost $21.41 Unrealized
TXN Texas Instruments 0.0%
Value ($000) $10 Shares 133 Est. Cost $28.70 Unrealized +93.3%
Voya Global Real Estate 0.0%
Value ($000) $9 Shares 493 Est. Cost $20.28 Unrealized
Zendesk Inc. 0.0%
Value ($000) $8 Shares 376 Est. Cost $18.62 Unrealized
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $8 Shares 200 Est. Cost $50.00 Unrealized
NOW ServiceNow, Inc. 0.0%
Value ($000) $8 Shares 108 Est. Cost $14.94 Unrealized +8.0%
Ultimate Software Group Inc. 0.0%
Value ($000) $8 Shares 43 Est. Cost $186.05 Unrealized
BAYRY Bayer AG-Sponsored ADR 0.0%
Value ($000) $8 Shares 75 Est. Cost $106.67 Unrealized
Carnival Corp 0.0%
Value ($000) $8 Shares 150 Est. Cost $49.11 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $8 Shares 98 Est. Cost $61.29 Unrealized -1.3%
TEVA Teva Pharmaceutical 0.0%
Value ($000) $7 Shares 188 Est. Cost $61.34 Unrealized
Twitter, Inc. 0.0%
Value ($000) $7 Shares 400 Est. Cost $17.50 Unrealized
CINF Cincinnati Financial Corp 0.0%
Value ($000) $7 Shares 89 Est. Cost $52.34 Unrealized +11.1%
F Ford Motor Co 0.0%
Value ($000) $7 Shares 588 Est. Cost $7.47 Unrealized 0.0%
ROK Rockwell Int'l 0.0%
Value ($000) $7 Shares 50 Est. Cost $90.76 Unrealized +18.7%
EMR Emerson Electric 0.0%
Value ($000) $7 Shares 130 Est. Cost $42.48 Unrealized +0.9%
WDAY Worklday, Inc. 0.0%
Value ($000) $7 Shares 105 Est. Cost $77.28 Unrealized +4.3%
ADNT Adient plc 0.0%
Value ($000) $7 Shares 113 Est. Cost $50.50 Unrealized 0.0%
Expedia Inc Cl A 0.0%
Value ($000) $7 Shares 60 Est. Cost $116.67 Unrealized
VMware Inc. 0.0%
Value ($000) $6 Shares 77 Est. Cost $81.02 Unrealized
VRSK Verisk Analytics Inc-ClassA A 0.0%
Value ($000) $6 Shares 80 Est. Cost $64.53 Unrealized +21.4%
ECL Ecolab Inc 0.0%
Value ($000) $6 Shares 50 Est. Cost $87.94 Unrealized +20.5%
PCAR Paccar Inc. 0.0%
Value ($000) $6 Shares 100 Est. Cost $21.67 Unrealized +31.2%
Quidel Corporation 0.0%
Value ($000) $6 Shares 300 Est. Cost $26.67 Unrealized
ZG Zillow Group, Inc. 0.0%
Value ($000) $6 Shares 175 Est. Cost $34.98 Unrealized 0.0%
CA Inc 0.0%
Value ($000) $6 Shares 191 Est. Cost $31.41 Unrealized
KMI Kinder Morgan Inc. 0.0%
Value ($000) $5 Shares 224 Est. Cost $10.91 Unrealized +20.1%
iShares Gold Trust 0.0%
Value ($000) $5 Shares 437 Est. Cost $11.44 Unrealized
BWA Borgwarner Inc 0.0%
Value ($000) $4 Shares 113 Est. Cost $28.02 Unrealized 0.0%
Groupon, Inc. 0.0%
Value ($000) $4 Shares 1,220 Est. Cost $3.28 Unrealized
EMN Eastman Chemical Company 0.0%
Value ($000) $4 Shares 56 Est. Cost $47.81 Unrealized +11.6%
Yamana Gold Inc. 0.0%
Value ($000) $4 Shares 1,278 Est. Cost $9.12 Unrealized
Yahoo ! Inc 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.86 Unrealized
Xerox Corp. 0.0%
Value ($000) $3 Shares 400 Est. Cost $12.66 Unrealized
COTY Coty, Inc. 0.0%
Value ($000) $3 Shares 148 Est. Cost $18.17 Unrealized 0.0%
Comstock Mining Inc. 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $0.30 Unrealized
National CineMedia, Inc. 0.0%
Value ($000) $3 Shares 236 Est. Cost $12.71 Unrealized
Mosaic Company 0.0%
Value ($000) $3 Shares 119 Est. Cost $25.21 Unrealized
BNDSY Banco De Sabadell ADR 0.0%
Value ($000) $3 Shares 1,041 Est. Cost $2.88 Unrealized
ILG, Inc. 0.0%
Value ($000) $2 Shares 127 Est. Cost $15.75 Unrealized
Tableau Software Inc. 0.0%
Value ($000) $2 Shares 41 Est. Cost $48.78 Unrealized
Amyris 0.0%
Value ($000) $2 Shares 2,213 Est. Cost $2.65 Unrealized
Silver Bullion Trust 0.0%
Value ($000) $1 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 +102.8%
PSX Phillips 66 0.0%
Value ($000) $1 Shares 7 Est. Cost $49.23 Unrealized +19.1%
WAT Waters Corp 0.0%
Value ($000) $1 Shares 7 Est. Cost $95.76 Unrealized +49.0%
RGDXQ Response Genetics, Inc. 0.0%
Value ($000) $0 Shares 600 Est. Cost $0.00 Unrealized 0.0%
NOK Nokia Corp Sponsored ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.75 Unrealized
Genitope Corp 0.0%
Value ($000) $0 Shares 6,000 Est. Cost Unrealized
NXST Nexstar Broadcasting Group, I 0.0%
Value ($000) $0 Shares 2 Est. Cost $44.68 Unrealized 0.0%
Zynga Inc 0.0%
Value ($000) $0 Shares 150 Est. Cost Unrealized
Level 3 Communications 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Immunosyn Corp 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized