Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 21, 2014

Total Value ($000): $118,937 (100.0% shares, 0.0% debt)

Holdings (284)

IVW ISHARES S&P 500/BARRA GROWTH INDEX FUND 7.4%
Value ($000) $8,823 Shares 82,601 Est. Cost $106.81 Unrealized
IJK ISHARES S&P MIDCAP 400/GRWTH 5.0%
Value ($000) $5,890 Shares 38,894 Est. Cost $150.28 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $2,897 Shares 62,491 Est. Cost $30.12 Unrealized +25.1%
DIS WALT DISNEY CO 2.3%
Value ($000) $2,702 Shares 30,348 Est. Cost $61.82 Unrealized +28.3%
CVX CHEVRON CORPORATION 2.2%
Value ($000) $2,649 Shares 22,199 Est. Cost $72.42 Unrealized +8.4%
EMC CORP 1.9%
Value ($000) $2,314 Shares 79,118 Est. Cost $25.14 Unrealized
PEP PEPSICO INC 1.9%
Value ($000) $2,286 Shares 24,553 Est. Cost $57.82 Unrealized +12.2%
VOO VANGUARD S&P 500 ETF 1.9%
Value ($000) $2,203 Shares 12,201 Est. Cost $179.87 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 1.8%
Value ($000) $2,174 Shares 51,656 Est. Cost $38.07 Unrealized
AAPL APPLE, INC. 1.8%
Value ($000) $2,146 Shares 21,305 Est. Cost $18.42 Unrealized +17.4%
GENERAL ELECTRIC CO COM 1.8%
Value ($000) $2,144 Shares 83,728 Est. Cost $27.92 Unrealized
PG PROCTER & GAMBLE CO COM 1.8%
Value ($000) $2,142 Shares 25,574 Est. Cost $58.00 Unrealized +3.0%
DHR DANAHER CORP DEL COM 1.8%
Value ($000) $2,133 Shares 28,080 Est. Cost $29.74 Unrealized +4.8%
WFC WELLS FARGO & CO 1.8%
Value ($000) $2,091 Shares 40,327 Est. Cost $30.98 Unrealized +20.8%
ORCL ORACLE CORP COM 1.7%
Value ($000) $2,048 Shares 53,506 Est. Cost $28.90 Unrealized +18.4%
INTC INTEL CORP COM 1.7%
Value ($000) $2,036 Shares 58,496 Est. Cost $17.92 Unrealized +43.6%
NVS NOVARTIS A G SPONSORED ADR 1.7%
Value ($000) $2,028 Shares 21,544 Est. Cost $80.67 Unrealized
CMCSA COMCAST CORP NEW CL A 1.6%
Value ($000) $1,959 Shares 36,430 Est. Cost $18.45 Unrealized +14.8%
PFE PFIZER INC COM 1.6%
Value ($000) $1,952 Shares 66,043 Est. Cost $17.63 Unrealized -1.0%
T AT&T INC 1.6%
Value ($000) $1,935 Shares 54,918 Est. Cost $11.17 Unrealized +6.5%
COVIDIEN PLC 1.6%
Value ($000) $1,934 Shares 22,356 Est. Cost $68.17 Unrealized
IBM INTERNATIONAL BUSINESS MACH 1.6%
Value ($000) $1,934 Shares 10,188 Est. Cost $106.66 Unrealized +7.2%
CVS CVS HEALTH CORPORATION 1.6%
Value ($000) $1,905 Shares 23,931 Est. Cost $46.50 Unrealized +23.6%
CSCO CISCO SYSTEMS INC 1.6%
Value ($000) $1,904 Shares 75,690 Est. Cost $15.27 Unrealized +15.9%
QCOM QUALCOMM INC COM 1.6%
Value ($000) $1,891 Shares 25,298 Est. Cost $50.53 Unrealized +9.7%
XBI SPDR S&P BIOTECH ETF 1.6%
Value ($000) $1,848 Shares 11,851 Est. Cost $130.18 Unrealized
VFC VF CORPORATION 1.5%
Value ($000) $1,806 Shares 27,356 Est. Cost $52.33 Unrealized +14.3%
PNC PNC FINANCIAL SERVICES GROUP 1.5%
Value ($000) $1,792 Shares 20,945 Est. Cost $52.08 Unrealized +14.9%
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $1,769 Shares 20,511 Est. Cost $59.15 Unrealized +18.9%
BLACKROCK, INC. 1.5%
Value ($000) $1,764 Shares 5,373 Est. Cost $316.50 Unrealized
UNP UNION PACIFIC CORP 1.5%
Value ($000) $1,733 Shares 15,984 Est. Cost $67.90 Unrealized +18.3%
APD AIR PRODUCTS & CHEMICALS INC 1.4%
Value ($000) $1,722 Shares 13,226 Est. Cost $74.84 Unrealized +23.5%
SYK STRYKER CORP 1.4%
Value ($000) $1,713 Shares 21,213 Est. Cost $63.06 Unrealized +14.1%
SU SUNCOR ENERGY INC 1.4%
Value ($000) $1,704 Shares 47,159 Est. Cost $23.19 Unrealized +16.2%
SCHW CHARLES SCHWAB CORP 1.4%
Value ($000) $1,698 Shares 57,808 Est. Cost $20.66 Unrealized +19.6%
ISHARES S&P MIDCAP 400/GRWTH 1.4%
Value ($000) $1,689 Shares 11,155 Est. Cost $150.22 Unrealized
BAKER HUGHES INC COM 1.4%
Value ($000) $1,643 Shares 25,249 Est. Cost $55.23 Unrealized
ACN ACCENTURE PLC F 1.4%
Value ($000) $1,623 Shares 19,963 Est. Cost $61.71 Unrealized +7.1%
TJX TJX COMPANIES INC 1.4%
Value ($000) $1,618 Shares 27,338 Est. Cost $25.68 Unrealized -6.1%
UPS UNITED PARCEL SERVICE INC CL B 1.3%
Value ($000) $1,566 Shares 15,930 Est. Cost $64.45 Unrealized +2.9%
MET METLIFE INC 1.2%
Value ($000) $1,444 Shares 26,879 Est. Cost $30.32 Unrealized +9.8%
APACHE CORP 1.2%
Value ($000) $1,399 Shares 14,900 Est. Cost $85.87 Unrealized
VLO VALERO ENERGY CORP 1.2%
Value ($000) $1,370 Shares 29,604 Est. Cost $26.85 Unrealized +21.5%
ABBV ABBVIE INC 1.1%
Value ($000) $1,326 Shares 22,961 Est. Cost $30.41 Unrealized +15.7%
UNITED TECHNOLOGIES CORP COM 1.1%
Value ($000) $1,279 Shares 12,114 Est. Cost $113.44 Unrealized
ETN EATON CORP PLC 1.1%
Value ($000) $1,271 Shares 20,066 Est. Cost $53.25 Unrealized +1.7%
BEN FRANKLIN RESOURCES INC 1.0%
Value ($000) $1,229 Shares 22,507 Est. Cost $32.15 Unrealized +4.5%
CHUBB CORP 1.0%
Value ($000) $1,207 Shares 13,248 Est. Cost $96.44 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 1.0%
Value ($000) $1,199 Shares 34,998 Est. Cost $25.52 Unrealized +10.9%
EBAY EBAY INC 1.0%
Value ($000) $1,173 Shares 20,706 Est. Cost $19.74 Unrealized +0.3%
SPY STANDARD & POOR'S DEPOSITARY RECEIPTS TR SER 1 0.9%
Value ($000) $1,047 Shares 5,316 Est. Cost $185.51 Unrealized
AMT AMERICAN TOWER REIT INC 0.8%
Value ($000) $938 Shares 10,023 Est. Cost $58.58 Unrealized +23.8%
HD HOME DEPOT INC COM 0.8%
Value ($000) $911 Shares 9,929 Est. Cost $60.19 Unrealized +9.2%
VNQ VANGUARD REIT ETF 0.4%
Value ($000) $513 Shares 7,135 Est. Cost $64.55 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.4%
Value ($000) $417 Shares 7,545 Est. Cost $58.77 Unrealized
VB VANGUARD SMALL CAP ETF 0.3%
Value ($000) $411 Shares 3,715 Est. Cost $110.06 Unrealized
VWO ETF VANGUARD EMERGING MKTS 0.3%
Value ($000) $405 Shares 9,703 Est. Cost $41.19 Unrealized
VO VANGUARD MID-CAP ETF 0.3%
Value ($000) $396 Shares 3,375 Est. Cost $109.93 Unrealized
ESTERLINE TECHNOLOGIES CORP 0.3%
Value ($000) $368 Shares 3,304 Est. Cost $102.00 Unrealized
BA BOEING CO 0.3%
Value ($000) $363 Shares 2,848 Est. Cost $110.59 Unrealized -1.2%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $265 Shares 2,113 Est. Cost $96.06 Unrealized +1.1%
MDY SPDR S&P MIDCAP 400 ETF TRST 0.2%
Value ($000) $249 Shares 999 Est. Cost $244.63 Unrealized
SHW SHERWIN-WILLIAMS COMPANY 0.2%
Value ($000) $228 Shares 1,039 Est. Cost $54.58 Unrealized +16.9%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $216 Shares 2,295 Est. Cost $57.05 Unrealized +7.8%
VPL VANGUARD PACIFIC ETF 0.2%
Value ($000) $210 Shares 3,550 Est. Cost $61.41 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $193 Shares 1,814 Est. Cost $67.00 Unrealized +12.8%
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value ($000) $184 Shares 1,330 Est. Cost $120.65 Unrealized +10.4%
AMGN AMGEN INC 0.1%
Value ($000) $174 Shares 1,240 Est. Cost $82.51 Unrealized +14.6%
BIIB BIOGEN IDEC INC 0.1%
Value ($000) $173 Shares 524 Est. Cost $261.90 Unrealized +25.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $159 Shares 2,105 Est. Cost $31.11 Unrealized -0.8%
MMM 3M CO 0.1%
Value ($000) $154 Shares 1,085 Est. Cost $72.67 Unrealized +14.9%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $130 Shares 1,400 Est. Cost $62.49 Unrealized +7.4%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $119 Shares 2,390 Est. Cost $27.21 Unrealized +2.1%
MRK MERCK & CO INC NEW 0.1%
Value ($000) $113 Shares 1,900 Est. Cost $32.56 Unrealized +20.9%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $112 Shares 1,865 Est. Cost $42.69 Unrealized +1.0%
KO COCA COLA CO COM 0.1%
Value ($000) $107 Shares 2,520 Est. Cost $26.95 Unrealized +7.1%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $105 Shares 570 Est. Cost $131.89 Unrealized +6.6%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $102 Shares 1,327 Est. Cost $55.49 Unrealized +2.1%
YUM YUM! BRANDS INC 0.1%
Value ($000) $99 Shares 1,378 Est. Cost $40.89 Unrealized +4.9%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $99 Shares 973 Est. Cost $71.00 Unrealized +12.0%
EFA ISHARES MSCI EAFE INDEX FUND 0.1%
Value ($000) $96 Shares 1,500 Est. Cost $66.84 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $94 Shares 2,432 Est. Cost $24.30 Unrealized +21.1%
TRN TRINITY INDUSTRIES INC 0.1%
Value ($000) $93 Shares 2,000 Est. Cost $16.47 Unrealized +43.2%
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $92 Shares 2,000 Est. Cost $38.93 Unrealized +17.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $90 Shares 2,000 Est. Cost $42.34 Unrealized -1.5%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $89 Shares 1,000 Est. Cost $60.23 Unrealized +11.2%
WALT DISNEY CO 0.1%
Value ($000) $87 Shares 979 Est. Cost $76.48 Unrealized
IJJ ISHARES S&P MIDCAP 400/BARRA VALUE INDEX FUND 0.1%
Value ($000) $87 Shares 723 Est. Cost $116.18 Unrealized
WSO WATSCO INC 0.1%
Value ($000) $86 Shares 1,000 Est. Cost $94.95 Unrealized -2.6%
PATTERSON COS INC 0.1%
Value ($000) $83 Shares 2,000 Est. Cost $41.00 Unrealized
DE DEERE & CO. 0.1%
Value ($000) $82 Shares 1,000 Est. Cost $67.46 Unrealized +2.8%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $81 Shares 500 Est. Cost $118.31 Unrealized +7.6%
DOV DOVER CORP 0.1%
Value ($000) $80 Shares 1,000 Est. Cost $49.28 Unrealized +16.5%
KLAC KLA-TENCOR CORP COM 0.1%
Value ($000) $79 Shares 1,000 Est. Cost $39.78 Unrealized +22.3%
CMI CUMMINS, INC. 0.1%
Value ($000) $79 Shares 600 Est. Cost $96.30 Unrealized +10.1%
WHOLE FOODS MARKET INC 0.1%
Value ($000) $78 Shares 2,050 Est. Cost $58.05 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $76 Shares 1,169 Est. Cost $49.12 Unrealized +3.2%
NATIONAL OILWELL VARCO INC 0.1%
Value ($000) $76 Shares 1,000 Est. Cost $80.00 Unrealized
NOVARTIS AG ADR 0.1%
Value ($000) $76 Shares 807 Est. Cost $80.17 Unrealized
WALGREEN CO COM 0.1%
Value ($000) $75 Shares 1,257 Est. Cost $57.55 Unrealized
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $75 Shares 658 Est. Cost $95.60 Unrealized +2.0%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $75 Shares 1,467 Est. Cost $34.52 Unrealized -0.9%
EL ESTEE LAUDER COMPANY 0.1%
Value ($000) $75 Shares 1,000 Est. Cost $62.14 Unrealized +4.8%
CHEVRON CORPORATION 0.1%
Value ($000) $74 Shares 616 Est. Cost $124.79 Unrealized
CHARLES SCHWAB CORP 0.1%
Value ($000) $71 Shares 2,406 Est. Cost $26.13 Unrealized
JOHNSON CTLS INC COM 0.1%
Value ($000) $70 Shares 1,590 Est. Cost $48.94 Unrealized
MICROSOFT CORP 0.1%
Value ($000) $69 Shares 1,485 Est. Cost $37.11 Unrealized
WELLS FARGO & CO 0.1%
Value ($000) $69 Shares 1,336 Est. Cost $46.29 Unrealized
PEPSICO INC 0.1%
Value ($000) $68 Shares 727 Est. Cost $83.45 Unrealized
UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $67 Shares 1,580 Est. Cost $37.66 Unrealized
SLF SUN LIFE FINANCIAL INC 0.1%
Value ($000) $67 Shares 1,859 Est. Cost $34.04 Unrealized +10.4%
WY WEYERHAEUSER CO 0.1%
Value ($000) $66 Shares 2,081 Est. Cost $18.82 Unrealized +11.8%
ORACLE CORP 0.1%
Value ($000) $66 Shares 1,713 Est. Cost $38.28 Unrealized
GLNG GOLAR LNG LTD 0.1%
Value ($000) $66 Shares 1,000 Est. Cost $28.47 Unrealized +78.4%
BED BATH & BEYOND INC 0.1%
Value ($000) $66 Shares 1,000 Est. Cost $80.00 Unrealized
EMC CORP 0.1%
Value ($000) $65 Shares 2,213 Est. Cost $25.15 Unrealized
AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $65 Shares 497 Est. Cost $112.70 Unrealized
PCAR PACCAR INC 0.1%
Value ($000) $64 Shares 1,125 Est. Cost $24.01 Unrealized +12.7%
DU PONT (E.I.) DE NEMOURS 0.1%
Value ($000) $64 Shares 896 Est. Cost $64.73 Unrealized
VF CORPORATION 0.1%
Value ($000) $63 Shares 960 Est. Cost $62.30 Unrealized
OMNICARE, INC 0.1%
Value ($000) $62 Shares 1,000 Est. Cost $60.00 Unrealized
DANAHER CORP DEL 0.1%
Value ($000) $62 Shares 815 Est. Cost $77.49 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $62 Shares 1,420 Est. Cost $24.56 Unrealized +10.4%
INTEL CORP COM 0.1%
Value ($000) $60 Shares 1,713 Est. Cost $25.73 Unrealized
SPDR S&P BIOTECH ETF 0.1%
Value ($000) $60 Shares 382 Est. Cost $129.63 Unrealized
PROCTOR & GAMBLE CO 0.1%
Value ($000) $60 Shares 719 Est. Cost $81.20 Unrealized
AT&T INC 0.1%
Value ($000) $60 Shares 1,706 Est. Cost $35.36 Unrealized
QUALCOMM INC COM 0.0%
Value ($000) $59 Shares 789 Est. Cost $74.65 Unrealized
PFIZER INC 0.0%
Value ($000) $59 Shares 1,989 Est. Cost $30.44 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $58 Shares 2,281 Est. Cost $27.88 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $58 Shares 773 Est. Cost $42.35 Unrealized +7.8%
COMCAST CORP CL A 0.0%
Value ($000) $58 Shares 1,078 Est. Cost $51.67 Unrealized
BLACKROCK INC 0.0%
Value ($000) $58 Shares 177 Est. Cost $316.09 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $57 Shares 625 Est. Cost $86.40 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $57 Shares 1,500 Est. Cost $38.67 Unrealized
MEDTRONIC INC COM 0.0%
Value ($000) $56 Shares 900 Est. Cost $59.38 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $53.00 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $38.31 Unrealized +4.5%
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $54 Shares 485 Est. Cost $65.71 Unrealized +25.7%
ACCENTURE PLC F 0.0%
Value ($000) $53 Shares 648 Est. Cost $82.78 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $53 Shares 998 Est. Cost $41.20 Unrealized 0.0%
WILLIAMS PARTNERS LP 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $51.00 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $51 Shares 3,000 Est. Cost $13.25 Unrealized -5.2%
BAKER HUGHES INC 0.0%
Value ($000) $51 Shares 789 Est. Cost $54.85 Unrealized
WAT WATERS CORPORATION 0.0%
Value ($000) $50 Shares 500 Est. Cost $108.40 Unrealized -4.9%
CISCO SYSTEMS INC 0.0%
Value ($000) $50 Shares 2,003 Est. Cost $22.48 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $50 Shares 266 Est. Cost $187.02 Unrealized
BIV VANGUARD INTERMEDIATE-TERM B 0.0%
Value ($000) $49 Shares 585 Est. Cost $82.05 Unrealized
UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $48 Shares 488 Est. Cost $104.60 Unrealized
RYN RAYONIER INC 0.0%
Value ($000) $47 Shares 1,500 Est. Cost $42.00 Unrealized
KINDER MORGAN ENERGY PRTNRS 0.0%
Value ($000) $47 Shares 500 Est. Cost $80.00 Unrealized
FSTR FOSTER (LB) CO - A 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $44.86 Unrealized +11.8%
CAKE THE CHEESECAKE FACTORY INC 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $36.85 Unrealized -3.3%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $46 Shares 400 Est. Cost $85.77 Unrealized +11.6%
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $45 Shares 428 Est. Cost $114.01 Unrealized
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $47.00 Unrealized
STRYKER CORP 0.0%
Value ($000) $45 Shares 556 Est. Cost $74.68 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $45 Shares 1,175 Est. Cost $24.38 Unrealized +13.1%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $42 Shares 476 Est. Cost $51.50 Unrealized +6.7%
ANADARKO PETE CORP COM 0.0%
Value ($000) $41 Shares 400 Est. Cost $85.00 Unrealized
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $35.12 Unrealized +4.6%
EXPRESS SCRIPTS HOLDING CO 0.0%
Value ($000) $41 Shares 586 Est. Cost $69.97 Unrealized
RAYTHEON CO 0.0%
Value ($000) $41 Shares 400 Est. Cost $90.00 Unrealized
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $40 Shares 700 Est. Cost $34.98 Unrealized +7.1%
CHUBB CORP 0.0%
Value ($000) $40 Shares 443 Est. Cost $96.33 Unrealized
INDIA FUND INC 0.0%
Value ($000) $39 Shares 1,425 Est. Cost $20.35 Unrealized
SANDISK CORPORATION 0.0%
Value ($000) $39 Shares 394 Est. Cost $86.73 Unrealized
ISIS PHARMACEUTICALS 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $43.00 Unrealized
FRANKLIN RECOURCES INC 0.0%
Value ($000) $39 Shares 709 Est. Cost $58.16 Unrealized
SPECTRA ENERGY CORPORATION 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $36.00 Unrealized
PLUM CREEK TIMBER CO INC 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $47.00 Unrealized
APACHE CORP 0.0%
Value ($000) $38 Shares 408 Est. Cost $86.42 Unrealized
CNA CNA FINANCIAL CORP 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $16.87 Unrealized -0.3%
STT STATE STREET CORP 0.0%
Value ($000) $37 Shares 500 Est. Cost $50.63 Unrealized +2.8%
CELGENE CORP 0.0%
Value ($000) $36 Shares 378 Est. Cost $103.68 Unrealized
PHM PULTEGROUP INC 0.0%
Value ($000) $35 Shares 2,000 Est. Cost $15.23 Unrealized +7.1%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $39.00 Unrealized
GOOGLE INC. 0.0%
Value ($000) $35 Shares 59 Est. Cost $744.33 Unrealized
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.0%
Value ($000) $34 Shares 315 Est. Cost $113.43 Unrealized
GOOGLE INC 0.0%
Value ($000) $34 Shares 59 Est. Cost $579.72 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $34 Shares 283 Est. Cost $95.60 Unrealized +22.8%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $33 Shares 406 Est. Cost $63.88 Unrealized +4.3%
MINT PIMCO ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $32 Shares 313 Est. Cost $102.24 Unrealized
V VISA INC 0.0%
Value ($000) $32 Shares 152 Est. Cost $49.62 Unrealized 0.0%
LCUT LIFETIME BRANDS INC 0.0%
Value ($000) $31 Shares 2,000 Est. Cost $12.05 Unrealized +11.7%
SDY SPRD S&P DIVIDEND ETF 0.0%
Value ($000) $28 Shares 368 Est. Cost $76.09 Unrealized
MYGN MYRIAD GENETICS INC 0.0%
Value ($000) $28 Shares 730 Est. Cost $37.31 Unrealized 0.0%
ST JUDE MEDICAL INC 0.0%
Value ($000) $27 Shares 446 Est. Cost $60.54 Unrealized
CAG CONAGRA FOODS INC. 0.0%
Value ($000) $26 Shares 800 Est. Cost $16.58 Unrealized +1.0%
TTEK TETRA TECH, INC 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $5.40 Unrealized -3.5%
POLYCOM 0.0%
Value ($000) $25 Shares 2,000 Est. Cost $11.00 Unrealized
PRECISION CASTPARTS CORP. 0.0%
Value ($000) $24 Shares 100 Est. Cost $270.00 Unrealized
AMZN AMAZON COM INC COM 0.0%
Value ($000) $24 Shares 75 Est. Cost $17.98 Unrealized -7.5%
NABORS INDUSTRIES LTD 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $17.00 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $23 Shares 354 Est. Cost $64.97 Unrealized
DEO DIAGEO PLC-SPON ADR 0.0%
Value ($000) $22 Shares 190 Est. Cost $131.58 Unrealized
BOLT TECHNOLOGY CORP 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $22.00 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $22 Shares 232 Est. Cost $63.81 Unrealized +2.9%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $21 Shares 500 Est. Cost $28.53 Unrealized +8.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $21 Shares 200 Est. Cost $48.38 Unrealized +40.6%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $21 Shares 338 Est. Cost $47.77 Unrealized 0.0%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $20 Shares 505 Est. Cost $26.85 Unrealized +16.1%
GIS GENERAL MILLS 0.0%
Value ($000) $20 Shares 400 Est. Cost $32.89 Unrealized +7.8%
ZILLOW INC - CLASS A 0.0%
Value ($000) $20 Shares 175 Est. Cost $80.00 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $19 Shares 300 Est. Cost $42.63 Unrealized +1.4%
EQT EQT CORP 0.0%
Value ($000) $19 Shares 204 Est. Cost $48.59 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $19 Shares 410 Est. Cost $17.15 Unrealized +20.6%
ABT ABBOTT LABS COM 0.0%
Value ($000) $18 Shares 424 Est. Cost $32.57 Unrealized +4.7%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $18 Shares 177 Est. Cost $101.69 Unrealized
MCD MCDONALD'S CORP 0.0%
Value ($000) $17 Shares 182 Est. Cost $71.25 Unrealized 0.0%
FFIV F5 NETWORKS INC 0.0%
Value ($000) $17 Shares 144 Est. Cost $117.47 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GILL, INC. 0.0%
Value ($000) $17 Shares 25 Est. Cost $10.17 Unrealized +28.9%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $17 Shares 350 Est. Cost $31.94 Unrealized +10.0%
PRICELINE GROUP INC. 0.0%
Value ($000) $16 Shares 14 Est. Cost $1142.86 Unrealized
URS CORPORATION 0.0%
Value ($000) $16 Shares 280 Est. Cost $57.14 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $16 Shares 212 Est. Cost $76.83 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE 0.0%
Value ($000) $16 Shares 229 Est. Cost $69.87 Unrealized
RR DONNELLEY & SONS CO 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $20.00 Unrealized
RYAM RAYONIER ADVANCED MATERIALS INC 0.0%
Value ($000) $16 Shares 500 Est. Cost $35.09 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $15 Shares 175 Est. Cost $76.50 Unrealized 0.0%
MALLINCKRODT PLC 0.0%
Value ($000) $15 Shares 170 Est. Cost $88.24 Unrealized
AMG AFFILIATED MANAGERS GROUP 0.0%
Value ($000) $15 Shares 75 Est. Cost $193.15 Unrealized +2.3%
BALL BALL CORPORATION 0.0%
Value ($000) $15 Shares 242 Est. Cost $28.39 Unrealized 0.0%
BUD ANHEUSER-BUSCH ADR 0.0%
Value ($000) $14 Shares 125 Est. Cost $104.00 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $14 Shares 294 Est. Cost $32.75 Unrealized +19.1%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $14 Shares 149 Est. Cost $93.96 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $14 Shares 450 Est. Cost $44.57 Unrealized -20.6%
LKQ LKQ CORPORATION 0.0%
Value ($000) $14 Shares 540 Est. Cost $24.15 Unrealized 0.0%
MARKET VECTORS OIL SVC ETF 0.0%
Value ($000) $13 Shares 263 Est. Cost $49.43 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $13 Shares 400 Est. Cost $19.25 Unrealized +7.0%
EXPE EXPEDIA INC 0.0%
Value ($000) $13 Shares 152 Est. Cost $78.79 Unrealized 0.0%
KN KNOWLES CORPORATION 0.0%
Value ($000) $13 Shares 500 Est. Cost $30.49 Unrealized +0.1%
TRV THE TRAVELERS CO INC 0.0%
Value ($000) $13 Shares 136 Est. Cost $66.77 Unrealized +8.6%
CPRT COPART INC 0.0%
Value ($000) $13 Shares 418 Est. Cost $4.26 Unrealized 0.0%
B/E AEROSPACE INC 0.0%
Value ($000) $13 Shares 156 Est. Cost $83.33 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $12 Shares 516 Est. Cost $23.26 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $12 Shares 194 Est. Cost $49.32 Unrealized 0.0%
MRC GLOBAL INC 0.0%
Value ($000) $12 Shares 536 Est. Cost $22.39 Unrealized
PEABODY ENERGY CORP 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $20.00 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $12 Shares 200 Est. Cost $12.05 Unrealized -12.0%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $11 Shares 67 Est. Cost $153.75 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value ($000) $11 Shares 140 Est. Cost $47.43 Unrealized +1.0%
WM WASTE MANAGEMENT (NEW) 0.0%
Value ($000) $10 Shares 200 Est. Cost $33.88 Unrealized +7.6%
USB US BANCORP 0.0%
Value ($000) $10 Shares 250 Est. Cost $25.38 Unrealized +12.0%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $10 Shares 616 Est. Cost $5.52 Unrealized +2.9%
DLX DELUXE CORPORATION 0.0%
Value ($000) $10 Shares 190 Est. Cost $37.44 Unrealized 0.0%
RMD RESMED INC 0.0%
Value ($000) $9 Shares 190 Est. Cost $44.01 Unrealized 0.0%
JC PENNEY CO INC 0.0%
Value ($000) $9 Shares 875 Est. Cost $10.29 Unrealized
NTAP NETAPP INC. 0.0%
Value ($000) $9 Shares 208 Est. Cost $30.14 Unrealized 0.0%
ATI ALLEGHENY TECHNOLOGIES INC 0.0%
Value ($000) $8 Shares 224 Est. Cost $39.92 Unrealized 0.0%
OCWEN FINANCIAL CORP 0.0%
Value ($000) $8 Shares 300 Est. Cost $26.67 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $8 Shares 140 Est. Cost $24.61 Unrealized -5.6%
DNOW NOW INC 0.0%
Value ($000) $8 Shares 250 Est. Cost $33.70 Unrealized -2.8%
VIACOM INC - CLASS A 0.0%
Value ($000) $8 Shares 100 Est. Cost $90.00 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $8 Shares 71 Est. Cost $66.36 Unrealized +6.8%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $7 Shares 78 Est. Cost $47.83 Unrealized +0.1%
NPK NATIONAL PRESTO INDS INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $78.13 Unrealized -15.0%
WMT WAL-MART STORES INC 0.0%
Value ($000) $6 Shares 85 Est. Cost $20.35 Unrealized -0.2%
TIME WARNER INC NEW 0.0%
Value ($000) $5 Shares 66 Est. Cost $75.76 Unrealized
CBS CORP - CLASS A VOTING 0.0%
Value ($000) $5 Shares 100 Est. Cost $60.00 Unrealized
SJNK SPDR BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $5 Shares 154 Est. Cost $32.47 Unrealized
PFF ISHARES S&P PREFERRED STOCK INDEX FUND 0.0%
Value ($000) $4 Shares 102 Est. Cost $38.00 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $4 Shares 241 Est. Cost $8.12 Unrealized +2.8%
VOD VODAFONE GROUP PLC-SP ADR 0.0%
Value ($000) $3 Shares 106 Est. Cost $37.74 Unrealized
ALLIANCE NATIONAL MUNI INC 0.0%
Value ($000) $3 Shares 223 Est. Cost $13.45 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $3 Shares 28 Est. Cost $107.14 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $3 Shares 441 Est. Cost $4.54 Unrealized
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $3 Shares 68 Est. Cost $29.41 Unrealized
TDS TELEPHONE & DATA SYSTEMS NEW 0.0%
Value ($000) $2 Shares 100 Est. Cost $25.38 Unrealized 0.0%
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
TIME WARNER CABLE INC. 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.00 Unrealized
PSEC PROSPECT CAPITAL CORP 0.0%
Value ($000) $2 Shares 200 Est. Cost $2.52 Unrealized +2.7%
TBT PROSHARES ULTRASHORT 20+Y TR 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
RIG TRANSOCEAN 0.0%
Value ($000) $1 Shares 38 Est. Cost $39.12 Unrealized 0.0%
SEADRILL LTD 0.0%
Value ($000) $1 Shares 50 Est. Cost $29.20 Unrealized
RANDGOLD RESOURCES LTD-ADR 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $19.74 Unrealized +0.7%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
WINDSTREAM HOLDINGS INC 0.0%
Value ($000) $1 Shares 120 Est. Cost $8.33 Unrealized
YAHOO! INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
ELEMENTS ROGERS AGRI TOT RET0.00% DUE 10/24/2 0.0%
Value ($000) $1 Shares 182 Est. Cost $5.49 Unrealized
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $0 Shares 30 Est. Cost $10.66 Unrealized +32.0%