Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 9, 2015

Total Value ($000): $129,910 (100.0% shares, 0.0% debt)

Holdings (285)

IVW ISHARES S&P 500/BARRA GROWTH INDEX FUND 8.5%
Value ($000) $11,055 Shares 97,015 Est. Cost $107.57 Unrealized
IJK ISHARES S&P MIDCAP 400/GRWTH 5.3%
Value ($000) $6,852 Shares 39,951 Est. Cost $150.53 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $3,146 Shares 77,395 Est. Cost $31.56 Unrealized +18.0%
DIS WALT DISNEY CO 2.1%
Value ($000) $2,715 Shares 25,888 Est. Cost $61.82 Unrealized +48.6%
AAPL APPLE, INC. 2.1%
Value ($000) $2,670 Shares 21,455 Est. Cost $18.42 Unrealized +45.7%
XBI SPDR S&P BIOTECH ETF 2.0%
Value ($000) $2,592 Shares 11,493 Est. Cost $130.18 Unrealized
CVS CVS HEALTH CORPORATION 1.9%
Value ($000) $2,524 Shares 24,452 Est. Cost $46.83 Unrealized +58.6%
VOO VANGUARD S&P 500 ETF 1.9%
Value ($000) $2,429 Shares 12,839 Est. Cost $180.34 Unrealized
ORCL ORACLE CORP COM 1.9%
Value ($000) $2,414 Shares 55,938 Est. Cost $29.18 Unrealized +26.3%
PEP PEPSICO INC 1.8%
Value ($000) $2,363 Shares 24,717 Est. Cost $57.82 Unrealized +20.5%
DHR DANAHER CORP DEL COM 1.8%
Value ($000) $2,360 Shares 27,793 Est. Cost $29.74 Unrealized +17.2%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $2,330 Shares 19,696 Est. Cost $59.15 Unrealized +57.5%
PFE PFIZER INC COM 1.8%
Value ($000) $2,326 Shares 66,864 Est. Cost $17.63 Unrealized +14.0%
WFC WELLS FARGO & CO 1.8%
Value ($000) $2,323 Shares 42,705 Est. Cost $31.40 Unrealized +26.9%
XLU UTILITIES SELECT SECTOR SPDRFUND 1.8%
Value ($000) $2,314 Shares 52,092 Est. Cost $38.07 Unrealized
GENERAL ELECTRIC CO COM 1.7%
Value ($000) $2,196 Shares 88,556 Est. Cost $27.75 Unrealized
QCOM QUALCOMM INC COM 1.7%
Value ($000) $2,193 Shares 31,623 Est. Cost $51.03 Unrealized +1.2%
PG PROCTER & GAMBLE CO COM 1.7%
Value ($000) $2,166 Shares 26,436 Est. Cost $58.13 Unrealized +9.4%
NVS NOVARTIS A G SPONSORED ADR 1.6%
Value ($000) $2,119 Shares 21,489 Est. Cost $80.67 Unrealized
CMCSA COMCAST CORP NEW CL A 1.6%
Value ($000) $2,094 Shares 37,084 Est. Cost $18.50 Unrealized +21.1%
EMC CORP 1.6%
Value ($000) $2,084 Shares 81,577 Est. Cost $25.15 Unrealized
VFC VF CORPORATION 1.6%
Value ($000) $2,058 Shares 27,332 Est. Cost $52.33 Unrealized +32.3%
CSCO CISCO SYSTEMS INC 1.6%
Value ($000) $2,031 Shares 73,794 Est. Cost $15.27 Unrealized +31.6%
PNC PNC FINANCIAL SERVICES GROUP 1.6%
Value ($000) $2,025 Shares 21,722 Est. Cost $52.45 Unrealized +22.5%
ISHARES S&P MIDCAP 400/GRWTH 1.5%
Value ($000) $1,969 Shares 11,483 Est. Cost $150.81 Unrealized
TJX TJX COMPANIES INC 1.5%
Value ($000) $1,942 Shares 27,728 Est. Cost $25.72 Unrealized +13.8%
BLACKROCK, INC. 1.5%
Value ($000) $1,940 Shares 5,302 Est. Cost $316.50 Unrealized
SYK STRYKER CORP 1.5%
Value ($000) $1,934 Shares 20,961 Est. Cost $63.06 Unrealized +30.0%
INTC INTEL CORP COM 1.4%
Value ($000) $1,846 Shares 59,049 Est. Cost $17.92 Unrealized +45.1%
T AT&T INC 1.4%
Value ($000) $1,804 Shares 55,257 Est. Cost $11.18 Unrealized +5.4%
MDT MEDTRONIC PLC NPV 1.4%
Value ($000) $1,766 Shares 22,646 Est. Cost $58.10 Unrealized 0.0%
CVX CHEVRON CORPORATION 1.3%
Value ($000) $1,707 Shares 16,257 Est. Cost $72.06 Unrealized -7.1%
IBM INTERNATIONAL BUSINESS MACH 1.3%
Value ($000) $1,683 Shares 10,483 Est. Cost $106.17 Unrealized -9.1%
APD AIR PRODUCTS & CHEMICALS INC 1.3%
Value ($000) $1,662 Shares 10,989 Est. Cost $74.84 Unrealized +41.4%
FAN FIRST TRUST GLOBAL WIND 1.3%
Value ($000) $1,648 Shares 151,879 Est. Cost $10.17 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 1.2%
Value ($000) $1,559 Shares 16,081 Est. Cost $64.50 Unrealized +7.6%
SCHW CHARLES SCHWAB CORP 1.2%
Value ($000) $1,497 Shares 49,205 Est. Cost $20.85 Unrealized +21.8%
MET METLIFE INC 1.1%
Value ($000) $1,451 Shares 28,701 Est. Cost $30.41 Unrealized +2.6%
ETN EATON CORP PLC 1.1%
Value ($000) $1,439 Shares 21,186 Est. Cost $53.18 Unrealized -1.2%
UNP UNION PACIFIC CORP 1.1%
Value ($000) $1,395 Shares 12,877 Est. Cost $67.90 Unrealized +35.3%
CHUBB CORP 1.0%
Value ($000) $1,340 Shares 13,257 Est. Cost $96.52 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 1.0%
Value ($000) $1,309 Shares 36,265 Est. Cost $25.62 Unrealized +10.6%
ABBV ABBVIE INC 1.0%
Value ($000) $1,296 Shares 22,144 Est. Cost $30.41 Unrealized +27.7%
VLO VALERO ENERGY CORP 1.0%
Value ($000) $1,269 Shares 19,951 Est. Cost $27.03 Unrealized +35.2%
UNITED TECHNOLOGIES CORP COM 1.0%
Value ($000) $1,252 Shares 10,683 Est. Cost $113.46 Unrealized
EBAY EBAY INC 1.0%
Value ($000) $1,251 Shares 21,692 Est. Cost $19.79 Unrealized +7.3%
ACN ACCENTURE PLC F 0.9%
Value ($000) $1,225 Shares 13,075 Est. Cost $62.08 Unrealized +20.2%
HD HOME DEPOT INC COM 0.9%
Value ($000) $1,223 Shares 10,764 Est. Cost $61.64 Unrealized +38.4%
BEN FRANKLIN RESOURCES INC 0.9%
Value ($000) $1,208 Shares 23,553 Est. Cost $32.17 Unrealized +0.3%
SPY STANDARD & POOR'S DEPOSITARY RECEIPTS TR SER 1 0.8%
Value ($000) $1,077 Shares 5,216 Est. Cost $185.51 Unrealized
BAKER HUGHES INC COM 0.8%
Value ($000) $1,024 Shares 16,110 Est. Cost $55.54 Unrealized
GUGGENHEIM SOLAR ETF 0.8%
Value ($000) $986 Shares 22,188 Est. Cost $34.07 Unrealized
AMT AMERICAN TOWER REIT INC 0.8%
Value ($000) $982 Shares 10,431 Est. Cost $59.22 Unrealized +26.0%
SU SUNCOR ENERGY INC 0.7%
Value ($000) $897 Shares 30,660 Est. Cost $23.02 Unrealized -12.1%
ISHARES GOLD TRUST 0.6%
Value ($000) $831 Shares 72,580 Est. Cost $11.45 Unrealized
ECL ECOLAB INC COM 0.6%
Value ($000) $816 Shares 7,135 Est. Cost $97.19 Unrealized +0.0%
VNQ VANGUARD REIT ETF 0.5%
Value ($000) $644 Shares 7,635 Est. Cost $65.85 Unrealized
APACHE CORP 0.4%
Value ($000) $574 Shares 9,517 Est. Cost $82.31 Unrealized
BA BOEING CO 0.4%
Value ($000) $513 Shares 3,416 Est. Cost $113.45 Unrealized +12.6%
VB VANGUARD SMALL CAP ETF 0.3%
Value ($000) $450 Shares 3,675 Est. Cost $110.06 Unrealized
VO VANGUARD MID-CAP ETF 0.3%
Value ($000) $448 Shares 3,375 Est. Cost $109.93 Unrealized
VWO ETF VANGUARD EMERGING MKTS 0.3%
Value ($000) $389 Shares 9,518 Est. Cost $41.17 Unrealized
ESTERLINE TECHNOLOGIES CORP 0.3%
Value ($000) $378 Shares 3,304 Est. Cost $102.00 Unrealized
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $360 Shares 2,379 Est. Cost $99.88 Unrealized +21.1%
VGK VANGUARD FTSE EUROPE ETF 0.3%
Value ($000) $348 Shares 6,425 Est. Cost $58.77 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $299 Shares 2,976 Est. Cost $71.03 Unrealized +5.7%
MDY SPDR S&P MIDCAP 400 ETF TRST 0.2%
Value ($000) $277 Shares 999 Est. Cost $245.16 Unrealized
SHW SHERWIN-WILLIAMS COMPANY 0.2%
Value ($000) $256 Shares 899 Est. Cost $54.58 Unrealized +54.2%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $235 Shares 2,770 Est. Cost $56.70 Unrealized -2.0%
MMM 3M CO 0.2%
Value ($000) $222 Shares 1,345 Est. Cost $78.97 Unrealized +22.7%
SBUX STARBUCKS CORP 0.2%
Value ($000) $221 Shares 2,332 Est. Cost $32.28 Unrealized +11.9%
VPL VANGUARD PACIFIC ETF 0.2%
Value ($000) $218 Shares 3,550 Est. Cost $61.41 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $198 Shares 1,240 Est. Cost $82.51 Unrealized +39.4%
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $192 Shares 1,330 Est. Cost $120.65 Unrealized +22.0%
MRK MERCK & CO INC NEW 0.1%
Value ($000) $178 Shares 3,104 Est. Cost $35.56 Unrealized +13.3%
BIIB BIOGEN, INC 0.1%
Value ($000) $169 Shares 400 Est. Cost $261.90 Unrealized +50.5%
IWR ISHARES TR RUSSELL MIDCAP 0.1%
Value ($000) $147 Shares 850 Est. Cost $172.94 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $143 Shares 2,365 Est. Cost $43.03 Unrealized +2.9%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $141 Shares 1,350 Est. Cost $62.49 Unrealized +16.8%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $140 Shares 2,171 Est. Cost $39.47 Unrealized +10.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $125 Shares 2,000 Est. Cost $42.34 Unrealized +23.5%
WHOLE FOODS MARKET INC 0.1%
Value ($000) $114 Shares 2,182 Est. Cost $57.70 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $114 Shares 2,339 Est. Cost $27.21 Unrealized +1.5%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $112 Shares 1,320 Est. Cost $84.85 Unrealized
YUM YUM! BRANDS INC 0.1%
Value ($000) $108 Shares 1,378 Est. Cost $40.89 Unrealized +8.9%
KO COCA COLA CO COM 0.1%
Value ($000) $102 Shares 2,520 Est. Cost $26.95 Unrealized +9.9%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $100 Shares 1,204 Est. Cost $68.07 Unrealized -9.9%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $100 Shares 2,482 Est. Cost $24.41 Unrealized +21.9%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $99 Shares 1,593 Est. Cost $53.83 Unrealized -15.4%
PATTERSON COS INC 0.1%
Value ($000) $98 Shares 2,000 Est. Cost $41.00 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $98 Shares 1,280 Est. Cost $46.09 Unrealized +12.4%
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $96 Shares 2,000 Est. Cost $38.93 Unrealized +24.2%
IJJ ISHARES S&P MIDCAP 400/BARRA VALUE INDEX FUND 0.1%
Value ($000) $95 Shares 723 Est. Cost $116.18 Unrealized
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $95 Shares 762 Est. Cost $124.67 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $95 Shares 1,000 Est. Cost $60.23 Unrealized +20.4%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $94 Shares 500 Est. Cost $131.89 Unrealized +13.6%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $91 Shares 1,311 Est. Cost $49.45 Unrealized +8.6%
WALT DISNEY CO 0.1%
Value ($000) $90 Shares 854 Est. Cost $76.48 Unrealized
DE DEERE & CO. 0.1%
Value ($000) $88 Shares 1,000 Est. Cost $67.46 Unrealized +8.2%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $87 Shares 500 Est. Cost $118.31 Unrealized +17.9%
EFA ISHARES MSCI EAFE INDEX FUND 0.1%
Value ($000) $87 Shares 1,350 Est. Cost $66.84 Unrealized
SPDR S&P BIOTECH ETF 0.1%
Value ($000) $86 Shares 383 Est. Cost $129.63 Unrealized
DJP IPATH DJ-UBS COMMDTY ETN 0.1%
Value ($000) $85 Shares 3,070 Est. Cost $28.59 Unrealized
CMI CUMMINS, INC. 0.1%
Value ($000) $83 Shares 600 Est. Cost $96.30 Unrealized +8.9%
EL ESTEE LAUDER COMPANY 0.1%
Value ($000) $83 Shares 1,000 Est. Cost $62.14 Unrealized +10.3%
NOVARTIS AG ADR 0.1%
Value ($000) $80 Shares 807 Est. Cost $80.17 Unrealized
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $78 Shares 658 Est. Cost $95.60 Unrealized +5.9%
OMNICARE, INC 0.1%
Value ($000) $77 Shares 1,000 Est. Cost $60.00 Unrealized
ORACLE CORP 0.1%
Value ($000) $74 Shares 1,724 Est. Cost $38.28 Unrealized
WELLS FARGO & CO 0.1%
Value ($000) $74 Shares 1,354 Est. Cost $46.29 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $73 Shares 1,004 Est. Cost $69.98 Unrealized
VF CORPORATION 0.1%
Value ($000) $73 Shares 968 Est. Cost $62.30 Unrealized
PCAR PACCAR INC 0.1%
Value ($000) $71 Shares 1,125 Est. Cost $24.01 Unrealized +17.5%
UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $71 Shares 1,606 Est. Cost $37.66 Unrealized
EXPRESS SCRIPTS HOLDING CO 0.1%
Value ($000) $71 Shares 820 Est. Cost $74.71 Unrealized
PEPSICO INC 0.1%
Value ($000) $70 Shares 737 Est. Cost $83.61 Unrealized
PFIZER INC 0.1%
Value ($000) $70 Shares 2,022 Est. Cost $30.44 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $69 Shares 1,000 Est. Cost $49.28 Unrealized -3.7%
WY WEYERHAEUSER CO 0.1%
Value ($000) $69 Shares 2,081 Est. Cost $18.82 Unrealized +21.5%
DANAHER CORP DEL 0.1%
Value ($000) $69 Shares 817 Est. Cost $77.49 Unrealized
QUALCOMM INC COM 0.1%
Value ($000) $69 Shares 997 Est. Cost $74.67 Unrealized
WSO WATSCO INC 0.1%
Value ($000) $68 Shares 540 Est. Cost $94.95 Unrealized +20.8%
FXI ISHARES CHINA LARGE-CAP ETF 0.1%
Value ($000) $67 Shares 1,500 Est. Cost $38.67 Unrealized
NKE NIKE INC CLASS B 0.1%
Value ($000) $67 Shares 671 Est. Cost $41.44 Unrealized +0.6%
CHEVRON CORPORATION 0.1%
Value ($000) $66 Shares 629 Est. Cost $124.65 Unrealized
BLACKROCK INC 0.1%
Value ($000) $65 Shares 179 Est. Cost $316.09 Unrealized
ISIS PHARMACEUTICALS 0.0%
Value ($000) $64 Shares 1,000 Est. Cost $43.00 Unrealized
DU PONT (E.I.) DE NEMOURS 0.0%
Value ($000) $64 Shares 896 Est. Cost $64.73 Unrealized
V VISA INC 0.0%
Value ($000) $63 Shares 968 Est. Cost $59.45 Unrealized +3.1%
SO SOUTHERN CO 0.0%
Value ($000) $63 Shares 1,420 Est. Cost $24.56 Unrealized +21.9%
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $62 Shares 410 Est. Cost $112.70 Unrealized
WAT WATERS CORPORATION 0.0%
Value ($000) $62 Shares 500 Est. Cost $108.40 Unrealized +10.0%
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $62 Shares 625 Est. Cost $86.40 Unrealized
COMCAST CORP CL A 0.0%
Value ($000) $61 Shares 1,087 Est. Cost $51.67 Unrealized
ACCENTURE PLC F 0.0%
Value ($000) $61 Shares 655 Est. Cost $82.84 Unrealized
MICROSOFT CORP 0.0%
Value ($000) $61 Shares 1,506 Est. Cost $37.11 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $61 Shares 816 Est. Cost $43.11 Unrealized +36.7%
PROCTOR & GAMBLE CO 0.0%
Value ($000) $60 Shares 730 Est. Cost $81.20 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $59 Shares 1,934 Est. Cost $26.13 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $58 Shares 2,322 Est. Cost $27.88 Unrealized
KLAC KLA-TENCOR CORP COM 0.0%
Value ($000) $58 Shares 1,000 Est. Cost $39.78 Unrealized +30.7%
LLY LILLY ELI & CO 0.0%
Value ($000) $58 Shares 801 Est. Cost $58.64 Unrealized 0.0%
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $57 Shares 1,859 Est. Cost $34.04 Unrealized -6.2%
EMC CORP 0.0%
Value ($000) $57 Shares 2,231 Est. Cost $25.15 Unrealized
AT&T INC 0.0%
Value ($000) $57 Shares 1,753 Est. Cost $35.30 Unrealized
CISCO SYSTEMS INC 0.0%
Value ($000) $56 Shares 2,033 Est. Cost $22.48 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $53.00 Unrealized
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $55 Shares 1,132 Est. Cost $35.69 Unrealized +12.0%
INTEL CORP COM 0.0%
Value ($000) $54 Shares 1,735 Est. Cost $25.73 Unrealized
BED BATH & BEYOND INC 0.0%
Value ($000) $54 Shares 700 Est. Cost $80.00 Unrealized
STRYKER CORP 0.0%
Value ($000) $52 Shares 560 Est. Cost $74.68 Unrealized
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $51 Shares 432 Est. Cost $114.01 Unrealized
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $50 Shares 485 Est. Cost $65.71 Unrealized +28.1%
BIV VANGUARD INTERMEDIATE-TERM B 0.0%
Value ($000) $50 Shares 585 Est. Cost $82.05 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $80.00 Unrealized
BAKER HUGHES INC 0.0%
Value ($000) $50 Shares 794 Est. Cost $54.85 Unrealized
CAKE THE CHEESECAKE FACTORY INC 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $36.85 Unrealized +9.6%
UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $48 Shares 495 Est. Cost $104.60 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $38.31 Unrealized -6.2%
FSTR FOSTER (LB) CO - A 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $44.86 Unrealized +4.0%
KMI KINDER MORGAN INC 0.0%
Value ($000) $46 Shares 1,097 Est. Cost $22.45 Unrealized +6.3%
CHUBB CORP 0.0%
Value ($000) $45 Shares 447 Est. Cost $96.33 Unrealized
CELGENE CORP 0.0%
Value ($000) $44 Shares 378 Est. Cost $103.68 Unrealized
PHM PULTEGROUP INC 0.0%
Value ($000) $44 Shares 2,000 Est. Cost $15.23 Unrealized +24.7%
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $47.00 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $44 Shares 1,175 Est. Cost $24.38 Unrealized +21.2%
WILLIAMS PARTNER LP NEW 0.0%
Value ($000) $43 Shares 866 Est. Cost $49.65 Unrealized
PLUM CREEK TIMBER CO INC 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $47.00 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $43 Shares 270 Est. Cost $187.02 Unrealized
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $43 Shares 700 Est. Cost $34.98 Unrealized +25.0%
CNA CNA FINANCIAL CORP 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $16.87 Unrealized +7.5%
RYN RAYONIER INC 0.0%
Value ($000) $40 Shares 1,500 Est. Cost $42.00 Unrealized
INDIA FUND INC 0.0%
Value ($000) $40 Shares 1,425 Est. Cost $20.35 Unrealized
JOHNSON CTLS INC COM 0.0%
Value ($000) $39 Shares 778 Est. Cost $49.07 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $39 Shares 272 Est. Cost $85.77 Unrealized +38.2%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $38 Shares 476 Est. Cost $51.50 Unrealized -2.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $38 Shares 283 Est. Cost $95.60 Unrealized +30.5%
STT STATE STREET CORP 0.0%
Value ($000) $37 Shares 500 Est. Cost $50.63 Unrealized +9.0%
FRANKLIN RECOURCES INC 0.0%
Value ($000) $37 Shares 719 Est. Cost $58.08 Unrealized
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $37 Shares 734 Est. Cost $36.21 Unrealized 0.0%
SPECTRA ENERGY CORPORATION 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $36.00 Unrealized
USB US BANCORP 0.0%
Value ($000) $33 Shares 750 Est. Cost $28.32 Unrealized +5.2%
ANADARKO PETE CORP COM 0.0%
Value ($000) $33 Shares 400 Est. Cost $85.00 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $33 Shares 2,142 Est. Cost $13.11 Unrealized -2.7%
GLNG GOLAR LNG LTD 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $28.47 Unrealized -7.9%
POWERSHARES QQQ TRUST SER ETF 0.0%
Value ($000) $33 Shares 313 Est. Cost $105.43 Unrealized
TRN TRINITY INDUSTRIES INC 0.0%
Value ($000) $32 Shares 900 Est. Cost $16.47 Unrealized -4.9%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $32 Shares 406 Est. Cost $63.88 Unrealized +1.0%
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $31 Shares 350 Est. Cost $46.71 Unrealized 0.0%
LCUT LIFETIME BRANDS INC 0.0%
Value ($000) $31 Shares 2,000 Est. Cost $12.05 Unrealized +4.9%
CAG CONAGRA FOODS INC. 0.0%
Value ($000) $29 Shares 800 Est. Cost $16.58 Unrealized +14.5%
GOOGLE INC. 0.0%
Value ($000) $29 Shares 53 Est. Cost $744.33 Unrealized
GOOGLE INC 0.0%
Value ($000) $29 Shares 53 Est. Cost $579.72 Unrealized
SDY SPRD S&P DIVIDEND ETF 0.0%
Value ($000) $29 Shares 368 Est. Cost $76.09 Unrealized
ST JUDE MEDICAL INC 0.0%
Value ($000) $29 Shares 446 Est. Cost $60.54 Unrealized
RAYTHEON CO 0.0%
Value ($000) $28 Shares 254 Est. Cost $90.00 Unrealized
AMZN AMAZON COM INC COM 0.0%
Value ($000) $28 Shares 75 Est. Cost $17.98 Unrealized -2.2%
POLYCOM 0.0%
Value ($000) $27 Shares 2,000 Est. Cost $11.00 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $27 Shares 338 Est. Cost $79.88 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $26 Shares 232 Est. Cost $63.81 Unrealized +25.3%
SANDISK CORPORATION 0.0%
Value ($000) $25 Shares 394 Est. Cost $86.73 Unrealized
PRECISION CASTPARTS CORP. 0.0%
Value ($000) $25 Shares 118 Est. Cost $261.13 Unrealized
APACHE CORP 0.0%
Value ($000) $25 Shares 414 Est. Cost $86.11 Unrealized
MCD MCDONALD'S CORP 0.0%
Value ($000) $24 Shares 248 Est. Cost $71.49 Unrealized +0.9%
TTEK TETRA TECH, INC 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $5.40 Unrealized -8.4%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $39.00 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $23 Shares 521 Est. Cost $12.01 Unrealized 0.0%
GIS GENERAL MILLS 0.0%
Value ($000) $23 Shares 400 Est. Cost $32.89 Unrealized +11.4%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $23 Shares 500 Est. Cost $28.53 Unrealized +15.5%
ABT ABBOTT LABS COM 0.0%
Value ($000) $22 Shares 474 Est. Cost $33.08 Unrealized +13.1%
MALLINCKRODT PLC 0.0%
Value ($000) $22 Shares 170 Est. Cost $88.24 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $21 Shares 375 Est. Cost $47.34 Unrealized -8.3%
DEO DIAGEO PLC-SPON ADR 0.0%
Value ($000) $21 Shares 190 Est. Cost $131.58 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $21 Shares 410 Est. Cost $17.15 Unrealized +52.7%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $20 Shares 251 Est. Cost $77.49 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $20 Shares 505 Est. Cost $26.85 Unrealized +24.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $20 Shares 200 Est. Cost $48.38 Unrealized +45.8%
RR DONNELLEY & SONS CO 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $20.00 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $18 Shares 175 Est. Cost $33.04 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $18 Shares 177 Est. Cost $101.69 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $18 Shares 225 Est. Cost $75.28 Unrealized -5.7%
IWS ISHARES RUSSELL MIDCAP VALUE 0.0%
Value ($000) $17 Shares 229 Est. Cost $69.87 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $17 Shares 200 Est. Cost $12.05 Unrealized +18.2%
NORDSTROM INC 0.0%
Value ($000) $16 Shares 200 Est. Cost $80.00 Unrealized
AMG AFFILIATED MANAGERS GROUP 0.0%
Value ($000) $16 Shares 75 Est. Cost $193.15 Unrealized +5.8%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $16 Shares 294 Est. Cost $32.75 Unrealized +34.1%
PRICELINE GROUP INC. 0.0%
Value ($000) $16 Shares 14 Est. Cost $1142.86 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $16 Shares 971 Est. Cost $8.71 Unrealized +1.4%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $15 Shares 149 Est. Cost $93.96 Unrealized
HFWA HERITAGE FINANCIAL CORP 0.0%
Value ($000) $15 Shares 890 Est. Cost $16.34 Unrealized 0.0%
TRV THE TRAVELERS CO INC 0.0%
Value ($000) $15 Shares 136 Est. Cost $66.77 Unrealized +25.8%
BUD ANHEUSER-BUSCH ADR 0.0%
Value ($000) $15 Shares 125 Est. Cost $104.00 Unrealized
NABORS INDUSTRIES LTD 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $17.00 Unrealized
ZBH ZIMMER HOLDINGS INC 0.0%
Value ($000) $14 Shares 120 Est. Cost $104.38 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value ($000) $13 Shares 140 Est. Cost $47.43 Unrealized +28.3%
TOTAL SA SPON ADR 0.0%
Value ($000) $12 Shares 250 Est. Cost $48.00 Unrealized
WM WASTE MANAGEMENT (NEW) 0.0%
Value ($000) $11 Shares 200 Est. Cost $33.88 Unrealized +26.9%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $11 Shares 616 Est. Cost $5.52 Unrealized +6.7%
ALLIANCE NATIONAL MUNI INC 0.0%
Value ($000) $11 Shares 804 Est. Cost $13.62 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $10 Shares 450 Est. Cost $44.57 Unrealized -40.5%
KN KNOWLES CORPORATION 0.0%
Value ($000) $10 Shares 500 Est. Cost $30.49 Unrealized -31.6%
CMG CHIPOTLE MEXICAN GILL, INC. 0.0%
Value ($000) $10 Shares 15 Est. Cost $10.17 Unrealized +34.2%
AFL AFLAC INC COM 0.0%
Value ($000) $9 Shares 140 Est. Cost $24.61 Unrealized -4.1%
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.00 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $8 Shares 71 Est. Cost $66.36 Unrealized +15.0%
TGT TARGET CORP COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $42.63 Unrealized +31.4%
PSX PHILLIPS 66 0.0%
Value ($000) $8 Shares 100 Est. Cost $49.25 Unrealized 0.0%
RYAM RAYONIER ADVANCED MATERIALS INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $35.09 Unrealized -48.1%
JC PENNEY CO INC 0.0%
Value ($000) $7 Shares 875 Est. Cost $10.29 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $7 Shares 85 Est. Cost $20.35 Unrealized +13.2%
NUVEEN QUALITY INCOME MUNI FUND INC 0.0%
Value ($000) $7 Shares 510 Est. Cost $13.73 Unrealized
TIME WARNER INC NEW 0.0%
Value ($000) $6 Shares 66 Est. Cost $75.76 Unrealized
NPK NATIONAL PRESTO INDS INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $78.13 Unrealized -21.1%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $6 Shares 78 Est. Cost $47.83 Unrealized -1.6%
ARE ALEXANDRIA REAL ESTATE EQUITIES, INC 0.0%
Value ($000) $5 Shares 52 Est. Cost $56.46 Unrealized +16.3%
STERICYCLE INC 0.0%
Value ($000) $5 Shares 39 Est. Cost $128.21 Unrealized
PFF ISHARES S&P PREFERRED STOCK INDEX FUND 0.0%
Value ($000) $4 Shares 102 Est. Cost $38.00 Unrealized
SEATTLE GENETICS, INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.00 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $4 Shares 241 Est. Cost $8.12 Unrealized -1.5%
SJNK SPDR BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 154 Est. Cost $32.47 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $3 Shares 441 Est. Cost $4.54 Unrealized
MONSANTO CO 0.0%
Value ($000) $3 Shares 25 Est. Cost $120.00 Unrealized
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $3 Shares 28 Est. Cost $107.14 Unrealized
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $3 Shares 68 Est. Cost $29.41 Unrealized
IPATH US TSY LONG BOND BEAR 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
PSEC PROSPECT CAPITAL CORP 0.0%
Value ($000) $2 Shares 200 Est. Cost $2.52 Unrealized -10.8%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
GABELLI EQUITY TRUST INC. 0.0%
Value ($000) $2 Shares 264 Est. Cost $7.58 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $59.30 Unrealized -6.0%
TDS TELEPHONE & DATA SYSTEMS NEW 0.0%
Value ($000) $2 Shares 100 Est. Cost $25.38 Unrealized -1.5%
TIME WARNER CABLE INC. 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.00 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 -7.5%
TBT PROSHARES ULTRASHORT 20+Y TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.67 Unrealized
WINDSTREAM HOLDINGS INC 0.0%
Value ($000) $1 Shares 120 Est. Cost $8.33 Unrealized
RANDGOLD RESOURCES LTD-ADR 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
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 -3.6%
GABELLI HEALATHCAER&WELLNESS 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
HALYARD HEALTH INC 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
CALIFORNIA RESOURCES CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
BARRICK GOLD CORPORATION 0.0%
Value ($000) $0 Shares 38 Est. Cost $26.32 Unrealized