Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 7, 2015

Total Value ($000): $125,401 (100.0% shares, 0.0% debt)

Holdings (274)

IVW ISHARES S&P 500/BARRA GROWTH INDEX FUND 8.5%
Value ($000) $10,638 Shares 95,320 Est. Cost $107.45 Unrealized
IJK ISHARES S&P MIDCAP 400/GRWTH 5.1%
Value ($000) $6,385 Shares 39,991 Est. Cost $150.53 Unrealized
DIS WALT DISNEY CO 2.3%
Value ($000) $2,879 Shares 30,568 Est. Cost $61.82 Unrealized +31.5%
MSFT MICROSOFT CORP 2.3%
Value ($000) $2,869 Shares 61,761 Est. Cost $30.12 Unrealized +32.4%
XLU UTILITIES SELECT SECTOR SPDRFUND 2.0%
Value ($000) $2,462 Shares 52,132 Est. Cost $38.07 Unrealized
ORCL ORACLE CORP COM 1.9%
Value ($000) $2,427 Shares 53,970 Est. Cost $28.90 Unrealized +19.4%
DHR DANAHER CORP DEL COM 1.9%
Value ($000) $2,411 Shares 28,134 Est. Cost $29.74 Unrealized +10.7%
EMC CORP 1.9%
Value ($000) $2,376 Shares 79,907 Est. Cost $25.14 Unrealized
PG PROCTER & GAMBLE CO COM 1.9%
Value ($000) $2,351 Shares 25,813 Est. Cost $58.00 Unrealized +11.4%
AAPL APPLE, INC. 1.9%
Value ($000) $2,350 Shares 21,293 Est. Cost $18.42 Unrealized +30.8%
CVS CVS HEALTH CORPORATION 1.9%
Value ($000) $2,348 Shares 24,381 Est. Cost $46.83 Unrealized +37.6%
PEP PEPSICO INC 1.9%
Value ($000) $2,324 Shares 24,576 Est. Cost $57.82 Unrealized +18.7%
VOO VANGUARD S&P 500 ETF 1.8%
Value ($000) $2,299 Shares 12,201 Est. Cost $179.87 Unrealized
QCOM QUALCOMM INC COM 1.8%
Value ($000) $2,262 Shares 30,430 Est. Cost $51.00 Unrealized +4.6%
COVIDIEN PLC 1.8%
Value ($000) $2,238 Shares 21,885 Est. Cost $68.17 Unrealized
WFC WELLS FARGO & CO 1.8%
Value ($000) $2,230 Shares 40,684 Est. Cost $30.98 Unrealized +25.2%
XBI SPDR S&P BIOTECH ETF 1.7%
Value ($000) $2,192 Shares 11,758 Est. Cost $130.18 Unrealized
CMCSA COMCAST CORP NEW CL A 1.7%
Value ($000) $2,148 Shares 37,032 Est. Cost $18.50 Unrealized +14.9%
GENERAL ELECTRIC CO COM 1.7%
Value ($000) $2,143 Shares 84,796 Est. Cost $27.89 Unrealized
INTC INTEL CORP COM 1.7%
Value ($000) $2,124 Shares 58,522 Est. Cost $17.92 Unrealized +48.6%
PFE PFIZER INC COM 1.7%
Value ($000) $2,093 Shares 67,222 Est. Cost $17.63 Unrealized +1.9%
CSCO CISCO SYSTEMS INC 1.6%
Value ($000) $2,055 Shares 73,900 Est. Cost $15.27 Unrealized +19.9%
VFC VF CORPORATION 1.6%
Value ($000) $2,051 Shares 27,379 Est. Cost $52.33 Unrealized +26.4%
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $2,049 Shares 20,271 Est. Cost $59.15 Unrealized +34.0%
NVS NOVARTIS A G SPONSORED ADR 1.6%
Value ($000) $2,015 Shares 21,751 Est. Cost $80.67 Unrealized
SYK STRYKER CORP 1.6%
Value ($000) $2,009 Shares 21,299 Est. Cost $63.06 Unrealized +23.5%
PNC PNC FINANCIAL SERVICES GROUP 1.6%
Value ($000) $1,956 Shares 21,446 Est. Cost $52.30 Unrealized +17.3%
BLACKROCK, INC. 1.5%
Value ($000) $1,923 Shares 5,377 Est. Cost $316.50 Unrealized
TJX TJX COMPANIES INC 1.5%
Value ($000) $1,918 Shares 27,966 Est. Cost $25.72 Unrealized +6.3%
APD AIR PRODUCTS & CHEMICALS INC 1.5%
Value ($000) $1,907 Shares 13,219 Est. Cost $74.84 Unrealized +28.6%
UNP UNION PACIFIC CORP 1.5%
Value ($000) $1,898 Shares 15,929 Est. Cost $67.90 Unrealized +31.7%
T AT&T INC 1.5%
Value ($000) $1,823 Shares 54,270 Est. Cost $11.17 Unrealized +5.7%
ISHARES S&P MIDCAP 400/GRWTH 1.4%
Value ($000) $1,783 Shares 11,165 Est. Cost $150.22 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 1.4%
Value ($000) $1,768 Shares 15,907 Est. Cost $64.45 Unrealized +10.1%
CVX CHEVRON CORPORATION 1.4%
Value ($000) $1,703 Shares 15,180 Est. Cost $72.42 Unrealized -2.6%
IBM INTERNATIONAL BUSINESS MACH 1.3%
Value ($000) $1,602 Shares 9,987 Est. Cost $106.66 Unrealized -5.8%
FAN FIRST TRUST GLOBAL WIND 1.2%
Value ($000) $1,545 Shares 151,879 Est. Cost $10.17 Unrealized
MET METLIFE INC 1.2%
Value ($000) $1,493 Shares 27,603 Est. Cost $30.38 Unrealized +7.9%
ABBV ABBVIE INC 1.2%
Value ($000) $1,491 Shares 22,783 Est. Cost $30.41 Unrealized +32.3%
SCHW CHARLES SCHWAB CORP 1.1%
Value ($000) $1,425 Shares 47,209 Est. Cost $20.66 Unrealized +20.3%
UNITED TECHNOLOGIES CORP COM 1.1%
Value ($000) $1,416 Shares 12,309 Est. Cost $113.46 Unrealized
ETN EATON CORP PLC 1.1%
Value ($000) $1,391 Shares 20,472 Est. Cost $53.20 Unrealized -4.8%
CHUBB CORP 1.1%
Value ($000) $1,388 Shares 13,414 Est. Cost $96.52 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 1.0%
Value ($000) $1,294 Shares 35,615 Est. Cost $25.57 Unrealized +11.1%
BEN FRANKLIN RESOURCES INC 1.0%
Value ($000) $1,262 Shares 22,788 Est. Cost $32.16 Unrealized +3.3%
EBAY EBAY INC 0.9%
Value ($000) $1,186 Shares 21,130 Est. Cost $19.75 Unrealized +2.3%
ACN ACCENTURE PLC F 0.9%
Value ($000) $1,134 Shares 12,702 Est. Cost $61.71 Unrealized +12.2%
HD HOME DEPOT INC COM 0.9%
Value ($000) $1,095 Shares 10,433 Est. Cost $60.89 Unrealized +22.8%
SPY STANDARD & POOR'S DEPOSITARY RECEIPTS TR SER 1 0.9%
Value ($000) $1,093 Shares 5,316 Est. Cost $185.51 Unrealized
AMT AMERICAN TOWER REIT INC 0.8%
Value ($000) $1,013 Shares 10,244 Est. Cost $58.94 Unrealized +27.6%
VLO VALERO ENERGY CORP 0.8%
Value ($000) $969 Shares 19,575 Est. Cost $26.85 Unrealized +17.3%
SU SUNCOR ENERGY INC 0.7%
Value ($000) $918 Shares 28,900 Est. Cost $23.19 Unrealized -3.6%
BAKER HUGHES INC COM 0.7%
Value ($000) $870 Shares 15,511 Est. Cost $55.23 Unrealized
GUGGENHEIM SOLAR ETF 0.6%
Value ($000) $756 Shares 22,188 Est. Cost $34.07 Unrealized
VNQ VANGUARD REIT ETF 0.5%
Value ($000) $578 Shares 7,135 Est. Cost $64.55 Unrealized
APACHE CORP 0.4%
Value ($000) $513 Shares 8,193 Est. Cost $85.87 Unrealized
VB VANGUARD SMALL CAP ETF 0.3%
Value ($000) $433 Shares 3,715 Est. Cost $110.06 Unrealized
VO VANGUARD MID-CAP ETF 0.3%
Value ($000) $417 Shares 3,375 Est. Cost $109.93 Unrealized
BA BOEING CO 0.3%
Value ($000) $370 Shares 2,848 Est. Cost $110.59 Unrealized +0.1%
VGK VANGUARD FTSE EUROPE ETF 0.3%
Value ($000) $363 Shares 6,925 Est. Cost $58.77 Unrealized
ESTERLINE TECHNOLOGIES CORP 0.3%
Value ($000) $362 Shares 3,304 Est. Cost $102.00 Unrealized
VWO ETF VANGUARD EMERGING MKTS 0.3%
Value ($000) $360 Shares 8,998 Est. Cost $41.19 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $285 Shares 2,013 Est. Cost $96.06 Unrealized +13.9%
MDY SPDR S&P MIDCAP 400 ETF TRST 0.2%
Value ($000) $271 Shares 1,028 Est. Cost $245.16 Unrealized
SHW SHERWIN-WILLIAMS COMPANY 0.2%
Value ($000) $236 Shares 899 Est. Cost $54.58 Unrealized +30.1%
VPL VANGUARD PACIFIC ETF 0.2%
Value ($000) $202 Shares 3,550 Est. Cost $61.41 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value ($000) $200 Shares 1,330 Est. Cost $120.65 Unrealized +19.7%
AMGN AMGEN INC 0.2%
Value ($000) $198 Shares 1,240 Est. Cost $82.51 Unrealized +37.3%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $196 Shares 2,120 Est. Cost $57.05 Unrealized +1.7%
MMM 3M CO 0.1%
Value ($000) $163 Shares 995 Est. Cost $72.67 Unrealized +23.4%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $157 Shares 1,499 Est. Cost $67.00 Unrealized +15.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $147 Shares 1,786 Est. Cost $31.11 Unrealized +0.5%
BIIB BIOGEN IDEC INC 0.1%
Value ($000) $136 Shares 400 Est. Cost $261.90 Unrealized +23.5%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $135 Shares 1,350 Est. Cost $62.49 Unrealized +9.3%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $117 Shares 1,865 Est. Cost $42.69 Unrealized +4.7%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $112 Shares 2,390 Est. Cost $27.21 Unrealized +1.6%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $110 Shares 570 Est. Cost $131.89 Unrealized +14.4%
MRK MERCK & CO INC NEW 0.1%
Value ($000) $108 Shares 1,900 Est. Cost $32.56 Unrealized +20.8%
KO COCA COLA CO COM 0.1%
Value ($000) $106 Shares 2,520 Est. Cost $26.95 Unrealized +11.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $105 Shares 2,000 Est. Cost $42.34 Unrealized +4.6%
WHOLE FOODS MARKET INC 0.1%
Value ($000) $103 Shares 2,050 Est. Cost $58.05 Unrealized
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $101 Shares 2,000 Est. Cost $38.93 Unrealized +19.5%
IVE ISHARES S&P 500/BARRA VALUE INDEX FUND 0.1%
Value ($000) $100 Shares 1,065 Est. Cost $93.90 Unrealized
YUM YUM! BRANDS INC 0.1%
Value ($000) $100 Shares 1,378 Est. Cost $40.89 Unrealized +3.3%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $99 Shares 2,432 Est. Cost $24.30 Unrealized +22.4%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $96 Shares 1,000 Est. Cost $60.23 Unrealized +15.4%
PATTERSON COS INC 0.1%
Value ($000) $96 Shares 2,000 Est. Cost $41.00 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $92 Shares 1,327 Est. Cost $55.49 Unrealized -12.0%
WALT DISNEY CO 0.1%
Value ($000) $92 Shares 979 Est. Cost $76.48 Unrealized
IJJ ISHARES S&P MIDCAP 400/BARRA VALUE INDEX FUND 0.1%
Value ($000) $92 Shares 723 Est. Cost $116.18 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $91 Shares 1,311 Est. Cost $49.45 Unrealized +5.5%
DE DEERE & CO. 0.1%
Value ($000) $88 Shares 1,000 Est. Cost $67.46 Unrealized +4.7%
CMI CUMMINS, INC. 0.1%
Value ($000) $87 Shares 600 Est. Cost $96.30 Unrealized +8.6%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $85 Shares 658 Est. Cost $95.60 Unrealized +6.7%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $85 Shares 500 Est. Cost $118.31 Unrealized +12.7%
EFA ISHARES MSCI EAFE INDEX FUND 0.1%
Value ($000) $82 Shares 1,350 Est. Cost $66.84 Unrealized
PCAR PACCAR INC 0.1%
Value ($000) $77 Shares 1,125 Est. Cost $24.01 Unrealized +17.5%
ORACLE CORP 0.1%
Value ($000) $77 Shares 1,719 Est. Cost $38.28 Unrealized
EL ESTEE LAUDER COMPANY 0.1%
Value ($000) $76 Shares 1,000 Est. Cost $62.14 Unrealized +3.1%
NOVARTIS AG ADR 0.1%
Value ($000) $75 Shares 807 Est. Cost $80.17 Unrealized
UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $75 Shares 1,594 Est. Cost $37.66 Unrealized
WY WEYERHAEUSER CO 0.1%
Value ($000) $75 Shares 2,081 Est. Cost $18.82 Unrealized +18.4%
QUALCOMM INC COM 0.1%
Value ($000) $74 Shares 990 Est. Cost $74.67 Unrealized
WELLS FARGO & CO 0.1%
Value ($000) $74 Shares 1,345 Est. Cost $46.29 Unrealized
OMNICARE, INC 0.1%
Value ($000) $73 Shares 1,000 Est. Cost $60.00 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $72 Shares 1,000 Est. Cost $49.28 Unrealized +3.1%
AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $72 Shares 500 Est. Cost $112.70 Unrealized
VF CORPORATION 0.1%
Value ($000) $72 Shares 964 Est. Cost $62.30 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $72 Shares 839 Est. Cost $71.00 Unrealized -5.2%
SPDR S&P BIOTECH ETF 0.1%
Value ($000) $71 Shares 383 Est. Cost $129.63 Unrealized
KLAC KLA-TENCOR CORP COM 0.1%
Value ($000) $70 Shares 1,000 Est. Cost $39.78 Unrealized +30.8%
CHEVRON CORPORATION 0.1%
Value ($000) $70 Shares 623 Est. Cost $124.65 Unrealized
DANAHER CORP DEL 0.1%
Value ($000) $70 Shares 816 Est. Cost $77.49 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $70 Shares 1,420 Est. Cost $24.56 Unrealized +20.1%
MICROSOFT CORP 0.1%
Value ($000) $69 Shares 1,494 Est. Cost $37.11 Unrealized
PEPSICO INC 0.1%
Value ($000) $69 Shares 727 Est. Cost $83.45 Unrealized
SLF SUN LIFE FINANCIAL INC 0.1%
Value ($000) $67 Shares 1,859 Est. Cost $34.04 Unrealized +5.1%
NATIONAL OILWELL VARCO INC 0.1%
Value ($000) $66 Shares 1,000 Est. Cost $80.00 Unrealized
EMC CORP 0.1%
Value ($000) $66 Shares 2,222 Est. Cost $25.15 Unrealized
DU PONT (E.I.) DE NEMOURS 0.1%
Value ($000) $66 Shares 896 Est. Cost $64.73 Unrealized
PROCTOR & GAMBLE CO 0.1%
Value ($000) $66 Shares 724 Est. Cost $81.20 Unrealized
MEDTRONIC INC COM 0.1%
Value ($000) $65 Shares 900 Est. Cost $59.38 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $65 Shares 773 Est. Cost $42.35 Unrealized +20.4%
BLACKROCK INC 0.1%
Value ($000) $64 Shares 178 Est. Cost $316.09 Unrealized
INTEL CORP COM 0.1%
Value ($000) $63 Shares 1,723 Est. Cost $25.73 Unrealized
COMCAST CORP CL A 0.1%
Value ($000) $63 Shares 1,083 Est. Cost $51.67 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $62 Shares 1,500 Est. Cost $38.67 Unrealized
ISIS PHARMACEUTICALS 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $43.00 Unrealized
PFIZER INC 0.0%
Value ($000) $62 Shares 2,005 Est. Cost $30.44 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $60 Shares 625 Est. Cost $86.40 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $58 Shares 2,300 Est. Cost $27.88 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $58 Shares 1,930 Est. Cost $26.13 Unrealized
ACCENTURE PLC F 0.0%
Value ($000) $58 Shares 655 Est. Cost $82.84 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $58 Shares 540 Est. Cost $94.95 Unrealized +4.6%
AT&T INC 0.0%
Value ($000) $58 Shares 1,729 Est. Cost $35.34 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $57 Shares 967 Est. Cost $34.52 Unrealized +12.7%
CISCO SYSTEMS INC 0.0%
Value ($000) $56 Shares 2,020 Est. Cost $22.48 Unrealized
WAT WATERS CORPORATION 0.0%
Value ($000) $56 Shares 500 Est. Cost $108.40 Unrealized +1.1%
UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $55 Shares 491 Est. Cost $104.60 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $53.00 Unrealized
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $53 Shares 485 Est. Cost $65.71 Unrealized +30.6%
STRYKER CORP 0.0%
Value ($000) $53 Shares 558 Est. Cost $74.68 Unrealized
BED BATH & BEYOND INC 0.0%
Value ($000) $53 Shares 700 Est. Cost $80.00 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $50 Shares 728 Est. Cost $41.20 Unrealized +19.0%
EXPRESS SCRIPTS HOLDING CO 0.0%
Value ($000) $50 Shares 586 Est. Cost $69.97 Unrealized
BIV VANGUARD INTERMEDIATE-TERM B 0.0%
Value ($000) $50 Shares 585 Est. Cost $82.05 Unrealized
CAKE THE CHEESECAKE FACTORY INC 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $36.85 Unrealized +2.3%
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $49 Shares 430 Est. Cost $114.01 Unrealized
FSTR FOSTER (LB) CO - A 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $44.86 Unrealized +6.8%
NUE NUCOR CORP 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $38.31 Unrealized +3.7%
SYY SYSCO CORP COM 0.0%
Value ($000) $47 Shares 1,175 Est. Cost $24.38 Unrealized +18.4%
CHUBB CORP 0.0%
Value ($000) $46 Shares 445 Est. Cost $96.33 Unrealized
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $46 Shares 700 Est. Cost $34.98 Unrealized +19.6%
KMI KINDER MORGAN INC 0.0%
Value ($000) $46 Shares 1,097 Est. Cost $22.45 Unrealized 0.0%
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $35.12 Unrealized +5.8%
WILLIAMS PARTNERS LP 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $51.00 Unrealized
BAKER HUGHES INC 0.0%
Value ($000) $44 Shares 792 Est. Cost $54.85 Unrealized
PLUM CREEK TIMBER CO INC 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $47.00 Unrealized
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $47.00 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $43 Shares 268 Est. Cost $187.02 Unrealized
PHM PULTEGROUP INC 0.0%
Value ($000) $43 Shares 2,000 Est. Cost $15.23 Unrealized +13.7%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $43 Shares 476 Est. Cost $51.50 Unrealized +3.2%
RYN RAYONIER INC 0.0%
Value ($000) $42 Shares 1,500 Est. Cost $42.00 Unrealized
CELGENE CORP 0.0%
Value ($000) $42 Shares 378 Est. Cost $103.68 Unrealized
V VISA INC 0.0%
Value ($000) $40 Shares 152 Est. Cost $49.62 Unrealized +12.2%
CNA CNA FINANCIAL CORP 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $16.87 Unrealized -0.4%
FRANKLIN RECOURCES INC 0.0%
Value ($000) $39 Shares 711 Est. Cost $58.16 Unrealized
SANDISK CORPORATION 0.0%
Value ($000) $39 Shares 394 Est. Cost $86.73 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $39 Shares 500 Est. Cost $50.63 Unrealized +8.8%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $38 Shares 272 Est. Cost $85.77 Unrealized +25.7%
INDIA FUND INC 0.0%
Value ($000) $37 Shares 1,425 Est. Cost $20.35 Unrealized
DJP IPATH DJ-UBS COMMDTY ETN 0.0%
Value ($000) $36 Shares 1,200 Est. Cost $30.00 Unrealized
GLNG GOLAR LNG LTD 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $28.47 Unrealized +34.9%
SPECTRA ENERGY CORPORATION 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $36.00 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $35 Shares 283 Est. Cost $95.60 Unrealized +22.9%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $34 Shares 406 Est. Cost $63.88 Unrealized +4.2%
LCUT LIFETIME BRANDS INC 0.0%
Value ($000) $34 Shares 2,000 Est. Cost $12.05 Unrealized +6.5%
JOHNSON CTLS INC COM 0.0%
Value ($000) $33 Shares 690 Est. Cost $48.94 Unrealized
ANADARKO PETE CORP COM 0.0%
Value ($000) $33 Shares 400 Est. Cost $85.00 Unrealized
SDY SPRD S&P DIVIDEND ETF 0.0%
Value ($000) $29 Shares 368 Est. Cost $76.09 Unrealized
CAG CONAGRA FOODS INC. 0.0%
Value ($000) $29 Shares 800 Est. Cost $16.58 Unrealized +13.0%
ST JUDE MEDICAL INC 0.0%
Value ($000) $29 Shares 446 Est. Cost $60.54 Unrealized
GOOGLE INC 0.0%
Value ($000) $28 Shares 53 Est. Cost $579.72 Unrealized
GOOGLE INC. 0.0%
Value ($000) $28 Shares 53 Est. Cost $744.33 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $27 Shares 1,518 Est. Cost $13.25 Unrealized +2.2%
RAYTHEON CO 0.0%
Value ($000) $27 Shares 254 Est. Cost $90.00 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $39.00 Unrealized
POLYCOM 0.0%
Value ($000) $27 Shares 2,000 Est. Cost $11.00 Unrealized
TTEK TETRA TECH, INC 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $5.40 Unrealized -3.1%
APACHE CORP 0.0%
Value ($000) $26 Shares 409 Est. Cost $86.42 Unrealized
MYGN MYRIAD GENETICS INC 0.0%
Value ($000) $25 Shares 730 Est. Cost $37.31 Unrealized -4.9%
TRN TRINITY INDUSTRIES INC 0.0%
Value ($000) $25 Shares 900 Est. Cost $16.47 Unrealized +4.5%
CLX CLOROX CO 0.0%
Value ($000) $24 Shares 232 Est. Cost $63.81 Unrealized +14.6%
PRECISION CASTPARTS CORP. 0.0%
Value ($000) $24 Shares 100 Est. Cost $270.00 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $24 Shares 354 Est. Cost $64.97 Unrealized
AMZN AMAZON COM INC COM 0.0%
Value ($000) $23 Shares 75 Est. Cost $17.98 Unrealized -13.4%
DEO DIAGEO PLC-SPON ADR 0.0%
Value ($000) $22 Shares 190 Est. Cost $131.58 Unrealized
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $22 Shares 500 Est. Cost $28.53 Unrealized +8.6%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $21 Shares 338 Est. Cost $47.77 Unrealized -2.8%
GIS GENERAL MILLS 0.0%
Value ($000) $21 Shares 400 Est. Cost $32.89 Unrealized +7.2%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $20 Shares 505 Est. Cost $26.85 Unrealized +19.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $20 Shares 410 Est. Cost $17.15 Unrealized +38.6%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $19 Shares 200 Est. Cost $48.38 Unrealized +48.5%
FFIV F5 NETWORKS INC 0.0%
Value ($000) $19 Shares 144 Est. Cost $117.47 Unrealized +6.1%
ABT ABBOTT LABS COM 0.0%
Value ($000) $19 Shares 424 Est. Cost $32.57 Unrealized +8.4%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $19 Shares 229 Est. Cost $77.28 Unrealized
ZILLOW INC - CLASS A 0.0%
Value ($000) $19 Shares 175 Est. Cost $80.00 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $18 Shares 177 Est. Cost $101.69 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE 0.0%
Value ($000) $17 Shares 229 Est. Cost $69.87 Unrealized
CMG CHIPOTLE MEXICAN GILL, INC. 0.0%
Value ($000) $17 Shares 25 Est. Cost $10.17 Unrealized +28.6%
RR DONNELLEY & SONS CO 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $20.00 Unrealized
MALLINCKRODT PLC 0.0%
Value ($000) $17 Shares 170 Est. Cost $88.24 Unrealized
MCD MCDONALD'S CORP 0.0%
Value ($000) $17 Shares 182 Est. Cost $71.25 Unrealized -1.0%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $16 Shares 294 Est. Cost $32.75 Unrealized +27.0%
NKE NIKE INC CLASS B 0.0%
Value ($000) $16 Shares 171 Est. Cost $40.75 Unrealized 0.0%
PRICELINE GROUP INC. 0.0%
Value ($000) $16 Shares 14 Est. Cost $1142.86 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $16 Shares 175 Est. Cost $76.50 Unrealized -0.1%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $16 Shares 200 Est. Cost $12.05 Unrealized +1.2%
AMG AFFILIATED MANAGERS GROUP 0.0%
Value ($000) $16 Shares 75 Est. Cost $193.15 Unrealized -0.4%
LKQ LKQ CORPORATION 0.0%
Value ($000) $15 Shares 540 Est. Cost $24.15 Unrealized +3.8%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $15 Shares 149 Est. Cost $93.96 Unrealized
EQT EQT CORP 0.0%
Value ($000) $15 Shares 204 Est. Cost $48.59 Unrealized -10.6%
MAT MATTEL INC 0.0%
Value ($000) $14 Shares 450 Est. Cost $44.57 Unrealized -31.0%
TRV THE TRAVELERS CO INC 0.0%
Value ($000) $14 Shares 136 Est. Cost $66.77 Unrealized +18.2%
BUD ANHEUSER-BUSCH ADR 0.0%
Value ($000) $14 Shares 125 Est. Cost $104.00 Unrealized
NABORS INDUSTRIES LTD 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $17.00 Unrealized
EXPE EXPEDIA INC 0.0%
Value ($000) $13 Shares 152 Est. Cost $78.79 Unrealized +1.3%
CME CME GROUP INC 0.0%
Value ($000) $12 Shares 140 Est. Cost $47.43 Unrealized +14.4%
KN KNOWLES CORPORATION 0.0%
Value ($000) $12 Shares 500 Est. Cost $30.49 Unrealized -32.2%
RYAM RAYONIER ADVANCED MATERIALS INC 0.0%
Value ($000) $11 Shares 500 Est. Cost $35.09 Unrealized -24.6%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $11 Shares 194 Est. Cost $49.32 Unrealized -11.5%
ALLIANCE NATIONAL MUNI INC 0.0%
Value ($000) $11 Shares 804 Est. Cost $13.62 Unrealized
USB US BANCORP 0.0%
Value ($000) $11 Shares 250 Est. Cost $25.38 Unrealized +14.8%
WM WASTE MANAGEMENT (NEW) 0.0%
Value ($000) $10 Shares 200 Est. Cost $33.88 Unrealized +15.3%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $10 Shares 616 Est. Cost $5.52 Unrealized -0.6%
AFL AFLAC INC COM 0.0%
Value ($000) $9 Shares 140 Est. Cost $24.61 Unrealized -7.8%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $8 Shares 71 Est. Cost $66.36 Unrealized +14.7%
TGT TARGET CORP COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $42.63 Unrealized +14.0%
WMT WAL-MART STORES INC 0.0%
Value ($000) $7 Shares 85 Est. Cost $20.35 Unrealized +7.3%
TIME WARNER INC NEW 0.0%
Value ($000) $6 Shares 66 Est. Cost $75.76 Unrealized
JC PENNEY CO INC 0.0%
Value ($000) $6 Shares 875 Est. Cost $10.29 Unrealized
NPK NATIONAL PRESTO INDS INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $78.13 Unrealized -23.9%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $6 Shares 78 Est. Cost $47.83 Unrealized +2.9%
ARE ALEXANDRIA REAL ESTATE EQUITIES, INC 0.0%
Value ($000) $5 Shares 52 Est. Cost $56.46 Unrealized 0.0%
STERICYCLE INC 0.0%
Value ($000) $5 Shares 39 Est. Cost $128.21 Unrealized
VOD VODAFONE GROUP PLC-SP ADR 0.0%
Value ($000) $4 Shares 106 Est. Cost $37.74 Unrealized
SJNK SPDR BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 154 Est. Cost $32.47 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $4 Shares 241 Est. Cost $8.12 Unrealized +0.2%
PFF ISHARES S&P PREFERRED STOCK INDEX FUND 0.0%
Value ($000) $4 Shares 102 Est. Cost $38.00 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $4 Shares 42 Est. Cost $96.70 Unrealized 0.0%
TDS TELEPHONE & DATA SYSTEMS NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.38 Unrealized -3.0%
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $3 Shares 441 Est. Cost $4.54 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $3 Shares 171 Est. Cost $8.16 Unrealized 0.0%
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $3 Shares 28 Est. Cost $107.14 Unrealized
SEATTLE GENETICS, INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $3 Shares 68 Est. Cost $29.41 Unrealized
PSEC PROSPECT CAPITAL CORP 0.0%
Value ($000) $2 Shares 200 Est. Cost $2.52 Unrealized -7.2%
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $59.30 Unrealized 0.0%
TIME WARNER CABLE INC. 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.00 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
RANDGOLD RESOURCES LTD-ADR 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
TBT PROSHARES ULTRASHORT 20+Y TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.67 Unrealized
RIG TRANSOCEAN 0.0%
Value ($000) $1 Shares 38 Est. Cost $39.12 Unrealized -36.1%
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
ELEMENTS ROGERS AGRI TOT RET0.00% DUE 10/24/22 0.0%
Value ($000) $1 Shares 182 Est. Cost $5.49 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $19.74 Unrealized -20.4%
YAHOO! INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $0 Shares 30 Est. Cost $10.66 Unrealized -6.4%
HALYARD HEALTH INC 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
BARRICK GOLD CORPORATION 0.0%
Value ($000) $0 Shares 38 Est. Cost $26.32 Unrealized
CALIFORNIA RESOURCES CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized