Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 9, 2015

Total Value ($000): $132,575 (100.0% shares, 0.0% debt)

Holdings (292)

IVW ISHARES S&P 500/BARRA GROWTH INDEX FUND 8.2%
Value ($000) $10,817 Shares 95,010 Est. Cost $107.57 Unrealized
IJK ISHARES S&P MIDCAP 400/GRWTH 5.2%
Value ($000) $6,866 Shares 40,510 Est. Cost $150.79 Unrealized
MSFT MICROSOFT CORP 3.0%
Value ($000) $4,007 Shares 90,752 Est. Cost $32.70 Unrealized +20.2%
DIS WALT DISNEY CO 2.2%
Value ($000) $2,953 Shares 25,868 Est. Cost $61.82 Unrealized +61.7%
XBI SPDR S&P BIOTECH ETF 2.2%
Value ($000) $2,886 Shares 11,442 Est. Cost $130.18 Unrealized
AAPL APPLE, INC. 2.0%
Value ($000) $2,670 Shares 21,292 Est. Cost $18.42 Unrealized +55.0%
CVS CVS HEALTH CORPORATION 1.9%
Value ($000) $2,544 Shares 24,260 Est. Cost $46.83 Unrealized +60.7%
VOO VANGUARD S&P 500 ETF 1.9%
Value ($000) $2,507 Shares 13,275 Est. Cost $180.62 Unrealized
WFC WELLS FARGO & CO 1.8%
Value ($000) $2,411 Shares 42,864 Est. Cost $31.40 Unrealized +31.8%
DHR DANAHER CORP DEL COM 1.8%
Value ($000) $2,411 Shares 28,164 Est. Cost $29.81 Unrealized +17.0%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $2,350 Shares 19,259 Est. Cost $59.15 Unrealized +68.4%
PEP PEPSICO INC 1.8%
Value ($000) $2,339 Shares 25,062 Est. Cost $57.98 Unrealized +19.5%
ORCL ORACLE CORP COM 1.7%
Value ($000) $2,282 Shares 56,639 Est. Cost $29.27 Unrealized +26.4%
EMC CORP 1.7%
Value ($000) $2,244 Shares 85,081 Est. Cost $25.20 Unrealized
PFE PFIZER INC COM 1.7%
Value ($000) $2,239 Shares 66,787 Est. Cost $17.63 Unrealized +17.8%
CMCSA COMCAST CORP NEW CL A 1.7%
Value ($000) $2,218 Shares 36,891 Est. Cost $18.50 Unrealized +24.2%
HD HOME DEPOT INC COM 1.7%
Value ($000) $2,199 Shares 19,785 Est. Cost $73.25 Unrealized +18.9%
XLU UTILITIES SELECT SECTOR SPDRFUND 1.6%
Value ($000) $2,136 Shares 51,544 Est. Cost $38.07 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 1.6%
Value ($000) $2,105 Shares 22,006 Est. Cost $52.65 Unrealized +28.6%
PG PROCTER & GAMBLE CO COM 1.6%
Value ($000) $2,093 Shares 26,757 Est. Cost $58.15 Unrealized +3.1%
NVS NOVARTIS A G SPONSORED ADR 1.6%
Value ($000) $2,083 Shares 21,186 Est. Cost $80.67 Unrealized
CSCO CISCO SYSTEMS INC 1.5%
Value ($000) $2,054 Shares 74,841 Est. Cost $15.34 Unrealized +34.5%
SYK STRYKER CORP 1.5%
Value ($000) $2,039 Shares 21,333 Est. Cost $63.42 Unrealized +32.1%
QCOM QUALCOMM INC COM 1.5%
Value ($000) $2,010 Shares 32,092 Est. Cost $51.02 Unrealized -1.4%
VFC VF CORPORATION 1.5%
Value ($000) $1,994 Shares 28,589 Est. Cost $53.00 Unrealized +27.6%
T AT&T INC 1.5%
Value ($000) $1,958 Shares 55,115 Est. Cost $11.18 Unrealized +9.2%
ISHARES S&P MIDCAP 400/GRWTH 1.5%
Value ($000) $1,927 Shares 11,370 Est. Cost $150.81 Unrealized
IBM INTERNATIONAL BUSINESS MACH 1.4%
Value ($000) $1,850 Shares 11,373 Est. Cost $105.93 Unrealized -2.8%
TJX TJX COMPANIES INC 1.4%
Value ($000) $1,841 Shares 27,817 Est. Cost $25.72 Unrealized +11.5%
BLACKROCK, INC. 1.4%
Value ($000) $1,818 Shares 5,256 Est. Cost $316.50 Unrealized
MDT MEDTRONIC PLC NPV 1.4%
Value ($000) $1,812 Shares 24,455 Est. Cost $58.15 Unrealized +1.1%
INTC INTEL CORP COM 1.3%
Value ($000) $1,779 Shares 58,502 Est. Cost $17.92 Unrealized +40.0%
FAN FIRST TRUST GLOBAL WIND 1.3%
Value ($000) $1,726 Shares 152,046 Est. Cost $10.17 Unrealized
MET METLIFE INC 1.3%
Value ($000) $1,664 Shares 29,718 Est. Cost $30.51 Unrealized +8.6%
SCHW CHARLES SCHWAB CORP 1.2%
Value ($000) $1,641 Shares 50,273 Est. Cost $21.00 Unrealized +32.1%
CVX CHEVRON CORPORATION 1.2%
Value ($000) $1,612 Shares 16,707 Est. Cost $71.90 Unrealized -7.6%
UPS UNITED PARCEL SERVICE INC CL B 1.2%
Value ($000) $1,597 Shares 16,476 Est. Cost $64.58 Unrealized +4.9%
APD AIR PRODUCTS & CHEMICALS INC 1.2%
Value ($000) $1,576 Shares 11,515 Est. Cost $76.21 Unrealized +37.6%
ABBV ABBVIE INC 1.1%
Value ($000) $1,504 Shares 22,383 Est. Cost $30.54 Unrealized +38.6%
MDLZ MONDELEZ INTERNATIONAL INC 1.1%
Value ($000) $1,469 Shares 35,714 Est. Cost $25.62 Unrealized +20.4%
GENERAL ELECTRIC CO COM 1.1%
Value ($000) $1,444 Shares 54,354 Est. Cost $27.75 Unrealized
ETN EATON CORP PLC 1.1%
Value ($000) $1,443 Shares 21,387 Est. Cost $53.18 Unrealized +3.7%
EBAY EBAY INC 1.0%
Value ($000) $1,323 Shares 21,959 Est. Cost $19.82 Unrealized +12.0%
ACN ACCENTURE PLC F 1.0%
Value ($000) $1,281 Shares 13,235 Est. Cost $62.30 Unrealized +29.5%
CHUBB CORP 1.0%
Value ($000) $1,260 Shares 13,241 Est. Cost $96.52 Unrealized
UNP UNION PACIFIC CORP 0.9%
Value ($000) $1,235 Shares 12,946 Est. Cost $67.90 Unrealized +20.7%
UNITED TECHNOLOGIES CORP COM 0.9%
Value ($000) $1,198 Shares 10,803 Est. Cost $113.43 Unrealized
VLO VALERO ENERGY CORP 0.9%
Value ($000) $1,190 Shares 19,005 Est. Cost $27.03 Unrealized +44.1%
BEN FRANKLIN RESOURCES INC 0.9%
Value ($000) $1,164 Shares 23,743 Est. Cost $32.17 Unrealized -2.7%
ISHARES GOLD TRUST 0.8%
Value ($000) $1,082 Shares 95,393 Est. Cost $11.42 Unrealized
SPY STANDARD & POOR'S DEPOSITARY RECEIPTS TR SER 1 0.8%
Value ($000) $1,064 Shares 5,171 Est. Cost $185.51 Unrealized
AMT AMERICAN TOWER REIT INC 0.7%
Value ($000) $987 Shares 10,584 Est. Cost $59.42 Unrealized +22.8%
BAKER HUGHES INC COM 0.7%
Value ($000) $979 Shares 15,869 Est. Cost $55.54 Unrealized
GUGGENHEIM SOLAR ETF 0.7%
Value ($000) $872 Shares 22,230 Est. Cost $34.07 Unrealized
SU SUNCOR ENERGY INC 0.6%
Value ($000) $848 Shares 30,813 Est. Cost $23.02 Unrealized -9.9%
ECL ECOLAB INC COM 0.6%
Value ($000) $838 Shares 7,416 Est. Cost $97.38 Unrealized +5.0%
VNQ VANGUARD REIT ETF 0.4%
Value ($000) $580 Shares 7,769 Est. Cost $66.00 Unrealized
BA BOEING CO 0.4%
Value ($000) $548 Shares 3,952 Est. Cost $115.54 Unrealized +11.5%
APACHE CORP 0.4%
Value ($000) $546 Shares 9,479 Est. Cost $82.31 Unrealized
NVO NOVO-NORDISK A S ADR 0.4%
Value ($000) $493 Shares 9,000 Est. Cost $54.78 Unrealized
VB VANGUARD SMALL CAP ETF 0.3%
Value ($000) $446 Shares 3,675 Est. Cost $110.06 Unrealized
VO VANGUARD MID-CAP ETF 0.3%
Value ($000) $417 Shares 3,275 Est. Cost $109.93 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $394 Shares 4,044 Est. Cost $71.94 Unrealized +3.5%
VWO ETF VANGUARD EMERGING MKTS 0.3%
Value ($000) $390 Shares 9,541 Est. Cost $41.17 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.3%
Value ($000) $347 Shares 6,425 Est. Cost $58.77 Unrealized
ESTERLINE TECHNOLOGIES CORP 0.2%
Value ($000) $315 Shares 3,304 Est. Cost $102.00 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $308 Shares 2,282 Est. Cost $99.88 Unrealized +20.4%
MRK MERCK & CO INC NEW 0.2%
Value ($000) $280 Shares 4,910 Est. Cost $37.28 Unrealized +7.9%
MDY SPDR S&P MIDCAP 400 ETF TRST 0.2%
Value ($000) $273 Shares 999 Est. Cost $245.16 Unrealized
DJP IPATH DJ-UBS COMMDTY ETN 0.2%
Value ($000) $257 Shares 8,843 Est. Cost $28.90 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $234 Shares 2,807 Est. Cost $56.67 Unrealized -4.2%
SBUX STARBUCKS CORP 0.2%
Value ($000) $222 Shares 4,132 Est. Cost $36.05 Unrealized +13.5%
VPL VANGUARD PACIFIC ETF 0.2%
Value ($000) $217 Shares 3,550 Est. Cost $61.41 Unrealized
SHW SHERWIN-WILLIAMS COMPANY 0.2%
Value ($000) $213 Shares 774 Est. Cost $54.58 Unrealized +57.2%
MMM 3M CO 0.2%
Value ($000) $212 Shares 1,371 Est. Cost $79.27 Unrealized +19.6%
AMGN AMGEN INC 0.1%
Value ($000) $190 Shares 1,240 Est. Cost $82.51 Unrealized +42.5%
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $183 Shares 1,346 Est. Cost $120.91 Unrealized +18.0%
BIIB BIOGEN, INC 0.1%
Value ($000) $162 Shares 400 Est. Cost $261.90 Unrealized +53.2%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $153 Shares 2,265 Est. Cost $43.03 Unrealized +14.2%
IWR ISHARES TR RUSSELL MIDCAP 0.1%
Value ($000) $145 Shares 850 Est. Cost $172.94 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $144 Shares 2,171 Est. Cost $39.47 Unrealized +16.5%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $138 Shares 1,350 Est. Cost $62.49 Unrealized +19.6%
LLY LILLY ELI & CO 0.1%
Value ($000) $134 Shares 1,602 Est. Cost $60.92 Unrealized +3.7%
YUM YUM! BRANDS INC 0.1%
Value ($000) $124 Shares 1,378 Est. Cost $40.89 Unrealized +27.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $122 Shares 2,000 Est. Cost $42.34 Unrealized +31.4%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $113 Shares 2,425 Est. Cost $27.25 Unrealized +3.9%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $113 Shares 1,335 Est. Cost $84.85 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $105 Shares 1,000 Est. Cost $60.23 Unrealized +28.9%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $104 Shares 1,204 Est. Cost $68.07 Unrealized -1.9%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $104 Shares 2,482 Est. Cost $24.41 Unrealized +33.9%
EXPRESS SCRIPTS HOLDING CO 0.1%
Value ($000) $104 Shares 1,171 Est. Cost $78.94 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $104 Shares 500 Est. Cost $131.89 Unrealized +24.8%
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $103 Shares 826 Est. Cost $124.67 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $102 Shares 2,608 Est. Cost $27.02 Unrealized +7.5%
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $98 Shares 2,000 Est. Cost $38.93 Unrealized +26.5%
SPDR S&P BIOTECH ETF 0.1%
Value ($000) $97 Shares 384 Est. Cost $129.63 Unrealized
PATTERSON COS INC 0.1%
Value ($000) $97 Shares 2,000 Est. Cost $41.00 Unrealized
WALT DISNEY CO 0.1%
Value ($000) $97 Shares 854 Est. Cost $76.48 Unrealized
DE DEERE & CO. 0.1%
Value ($000) $97 Shares 1,000 Est. Cost $67.46 Unrealized +11.7%
OMNICARE, INC 0.1%
Value ($000) $94 Shares 1,000 Est. Cost $60.00 Unrealized
IJJ ISHARES S&P MIDCAP 400/BARRA VALUE INDEX FUND 0.1%
Value ($000) $93 Shares 723 Est. Cost $116.18 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $92 Shares 1,402 Est. Cost $49.68 Unrealized +6.6%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $91 Shares 500 Est. Cost $118.31 Unrealized +22.8%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $90 Shares 1,280 Est. Cost $46.09 Unrealized +5.7%
EL ESTEE LAUDER COMPANY 0.1%
Value ($000) $87 Shares 1,000 Est. Cost $62.14 Unrealized +21.2%
EFA ISHARES MSCI EAFE INDEX FUND 0.1%
Value ($000) $86 Shares 1,350 Est. Cost $66.84 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $82 Shares 1,339 Est. Cost $53.83 Unrealized -13.8%
WHOLE FOODS MARKET INC 0.1%
Value ($000) $81 Shares 2,050 Est. Cost $57.70 Unrealized
CMI CUMMINS, INC. 0.1%
Value ($000) $79 Shares 600 Est. Cost $96.30 Unrealized +6.8%
NOVARTIS AG ADR 0.1%
Value ($000) $79 Shares 807 Est. Cost $80.17 Unrealized
WELLS FARGO & CO 0.1%
Value ($000) $77 Shares 1,363 Est. Cost $46.29 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $75 Shares 1,004 Est. Cost $69.98 Unrealized
NKE NIKE INC CLASS B 0.1%
Value ($000) $72 Shares 671 Est. Cost $41.44 Unrealized +8.1%
PCAR PACCAR INC 0.1%
Value ($000) $72 Shares 1,125 Est. Cost $24.01 Unrealized +19.8%
ORACLE CORP 0.1%
Value ($000) $70 Shares 1,729 Est. Cost $38.28 Unrealized
DANAHER CORP DEL 0.1%
Value ($000) $70 Shares 819 Est. Cost $77.49 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $70 Shares 1,000 Est. Cost $49.28 Unrealized +0.1%
FXI ISHARES CHINA LARGE-CAP ETF 0.1%
Value ($000) $69 Shares 1,500 Est. Cost $38.67 Unrealized
PEPSICO INC 0.1%
Value ($000) $69 Shares 743 Est. Cost $83.61 Unrealized
POWERSHARES QQQ TRUST SER ETF 0.1%
Value ($000) $69 Shares 641 Est. Cost $106.56 Unrealized
PFIZER INC 0.1%
Value ($000) $68 Shares 2,038 Est. Cost $30.44 Unrealized
VF CORPORATION 0.1%
Value ($000) $68 Shares 973 Est. Cost $62.30 Unrealized
UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $67 Shares 1,622 Est. Cost $37.66 Unrealized
MICROSOFT CORP 0.1%
Value ($000) $67 Shares 1,516 Est. Cost $37.11 Unrealized
WSO WATSCO INC 0.1%
Value ($000) $67 Shares 540 Est. Cost $94.95 Unrealized +31.1%
WY WEYERHAEUSER CO 0.0%
Value ($000) $66 Shares 2,081 Est. Cost $18.82 Unrealized +12.4%
COMCAST CORP CL A 0.0%
Value ($000) $66 Shares 1,092 Est. Cost $51.67 Unrealized
V VISA INC 0.0%
Value ($000) $65 Shares 968 Est. Cost $59.45 Unrealized +5.8%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $65 Shares 800 Est. Cost $78.03 Unrealized 0.0%
ACCENTURE PLC F 0.0%
Value ($000) $64 Shares 662 Est. Cost $82.99 Unrealized
WAT WATERS CORPORATION 0.0%
Value ($000) $64 Shares 500 Est. Cost $108.40 Unrealized +19.7%
AT&T INC 0.0%
Value ($000) $63 Shares 1,777 Est. Cost $35.30 Unrealized
QUALCOMM INC COM 0.0%
Value ($000) $63 Shares 1,004 Est. Cost $74.67 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $63 Shares 1,937 Est. Cost $26.13 Unrealized
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $62 Shares 1,859 Est. Cost $34.04 Unrealized -3.2%
BLACKROCK INC 0.0%
Value ($000) $62 Shares 180 Est. Cost $316.09 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $62 Shares 625 Est. Cost $86.40 Unrealized
CHEVRON CORPORATION 0.0%
Value ($000) $61 Shares 636 Est. Cost $124.34 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $61 Shares 912 Est. Cost $44.76 Unrealized +31.4%
PFF ISHARES S&P PREFERRED STOCK INDEX FUND 0.0%
Value ($000) $59 Shares 1,509 Est. Cost $39.02 Unrealized
EMC CORP 0.0%
Value ($000) $59 Shares 2,241 Est. Cost $25.15 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $59 Shares 1,420 Est. Cost $24.56 Unrealized +13.1%
PROCTOR & GAMBLE CO 0.0%
Value ($000) $58 Shares 736 Est. Cost $81.20 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $58 Shares 500 Est. Cost $95.60 Unrealized +6.2%
ISIS PHARMACEUTICALS 0.0%
Value ($000) $58 Shares 1,000 Est. Cost $43.00 Unrealized
DU PONT (E.I.) DE NEMOURS 0.0%
Value ($000) $57 Shares 896 Est. Cost $64.73 Unrealized
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $56 Shares 412 Est. Cost $112.70 Unrealized
CISCO SYSTEMS INC 0.0%
Value ($000) $56 Shares 2,048 Est. Cost $22.48 Unrealized
KLAC KLA-TENCOR CORP COM 0.0%
Value ($000) $56 Shares 1,000 Est. Cost $39.78 Unrealized +20.4%
CAKE THE CHEESECAKE FACTORY INC 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $36.85 Unrealized +12.6%
STRYKER CORP 0.0%
Value ($000) $54 Shares 562 Est. Cost $74.68 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $53.00 Unrealized
INTEL CORP COM 0.0%
Value ($000) $53 Shares 1,748 Est. Cost $25.73 Unrealized
BIV VANGUARD INTERMEDIATE-TERM B 0.0%
Value ($000) $49 Shares 585 Est. Cost $82.05 Unrealized
BAKER HUGHES INC 0.0%
Value ($000) $49 Shares 796 Est. Cost $54.85 Unrealized
UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $48 Shares 498 Est. Cost $104.60 Unrealized
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $48 Shares 435 Est. Cost $114.01 Unrealized
BED BATH & BEYOND INC 0.0%
Value ($000) $48 Shares 700 Est. Cost $80.00 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $80.00 Unrealized
GLNG GOLAR LNG LTD 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $28.47 Unrealized +26.3%
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $35.69 Unrealized +14.9%
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $47.00 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $44 Shares 272 Est. Cost $187.02 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $38.31 Unrealized -2.8%
CELGENE CORP 0.0%
Value ($000) $44 Shares 378 Est. Cost $103.68 Unrealized
CHUBB CORP 0.0%
Value ($000) $43 Shares 450 Est. Cost $96.33 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $42 Shares 476 Est. Cost $51.50 Unrealized +3.4%
SYY SYSCO CORP COM 0.0%
Value ($000) $42 Shares 1,175 Est. Cost $24.38 Unrealized +16.0%
WILLIAMS PARTNER LP NEW 0.0%
Value ($000) $42 Shares 866 Est. Cost $49.65 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $42 Shares 1,096 Est. Cost $22.45 Unrealized +8.4%
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $42 Shares 485 Est. Cost $65.71 Unrealized +17.9%
PLUM CREEK TIMBER CO INC 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $47.00 Unrealized
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $41 Shares 700 Est. Cost $34.98 Unrealized +17.3%
JOHNSON CTLS INC COM 0.0%
Value ($000) $40 Shares 812 Est. Cost $49.08 Unrealized
PHM PULTEGROUP INC 0.0%
Value ($000) $40 Shares 2,000 Est. Cost $15.23 Unrealized +16.5%
STT STATE STREET CORP 0.0%
Value ($000) $39 Shares 500 Est. Cost $50.63 Unrealized +13.8%
CNA CNA FINANCIAL CORP 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $16.87 Unrealized +9.4%
RYN RAYONIER INC 0.0%
Value ($000) $38 Shares 1,500 Est. Cost $42.00 Unrealized
INDIA FUND INC 0.0%
Value ($000) $38 Shares 1,425 Est. Cost $20.35 Unrealized
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $38 Shares 837 Est. Cost $35.90 Unrealized -6.3%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $37 Shares 283 Est. Cost $95.60 Unrealized +32.1%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $36 Shares 406 Est. Cost $63.88 Unrealized +8.4%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $36 Shares 254 Est. Cost $85.77 Unrealized +36.9%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $36 Shares 2,142 Est. Cost $13.11 Unrealized +0.2%
CAG CONAGRA FOODS INC. 0.0%
Value ($000) $35 Shares 800 Est. Cost $16.58 Unrealized +25.6%
FRANKLIN RECOURCES INC 0.0%
Value ($000) $35 Shares 721 Est. Cost $58.08 Unrealized
FSTR FOSTER (LB) CO - A 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $44.86 Unrealized -10.3%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $34 Shares 421 Est. Cost $80.76 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $34 Shares 439 Est. Cost $77.48 Unrealized
SPECTRA ENERGY CORPORATION 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $36.00 Unrealized
ST JUDE MEDICAL INC 0.0%
Value ($000) $33 Shares 446 Est. Cost $60.54 Unrealized
USB US BANCORP 0.0%
Value ($000) $33 Shares 750 Est. Cost $28.32 Unrealized +5.6%
AMZN AMAZON COM INC COM 0.0%
Value ($000) $33 Shares 75 Est. Cost $17.98 Unrealized +16.2%
ANADARKO PETE CORP COM 0.0%
Value ($000) $31 Shares 400 Est. Cost $85.00 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $31 Shares 1,171 Est. Cost $27.88 Unrealized
LCUT LIFETIME BRANDS INC 0.0%
Value ($000) $30 Shares 2,000 Est. Cost $12.05 Unrealized +0.5%
GOOGLE INC. 0.0%
Value ($000) $29 Shares 53 Est. Cost $744.33 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $29 Shares 581 Est. Cost $34.24 Unrealized +14.9%
GOOGLE INC 0.0%
Value ($000) $28 Shares 53 Est. Cost $579.72 Unrealized
SDY SPRD S&P DIVIDEND ETF 0.0%
Value ($000) $28 Shares 368 Est. Cost $76.09 Unrealized
TTEK TETRA TECH, INC 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $5.40 Unrealized -5.1%
GIS GENERAL MILLS 0.0%
Value ($000) $26 Shares 471 Est. Cost $33.78 Unrealized +14.8%
DEO DIAGEO PLC-SPON ADR 0.0%
Value ($000) $26 Shares 225 Est. Cost $129.09 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $25 Shares 445 Est. Cost $46.85 Unrealized -5.6%
RAYTHEON CO 0.0%
Value ($000) $25 Shares 266 Est. Cost $90.18 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $24 Shares 232 Est. Cost $63.81 Unrealized +25.4%
APACHE CORP 0.0%
Value ($000) $24 Shares 415 Est. Cost $86.11 Unrealized
TRN TRINITY INDUSTRIES INC 0.0%
Value ($000) $24 Shares 900 Est. Cost $16.47 Unrealized -2.3%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $24 Shares 500 Est. Cost $28.53 Unrealized +17.6%
NI NISOURCE INC 0.0%
Value ($000) $24 Shares 521 Est. Cost $12.01 Unrealized +5.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $23 Shares 200 Est. Cost $48.38 Unrealized +57.1%
POLYCOM 0.0%
Value ($000) $23 Shares 2,000 Est. Cost $11.00 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $39.00 Unrealized
PRECISION CASTPARTS CORP. 0.0%
Value ($000) $21 Shares 107 Est. Cost $261.13 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $21 Shares 196 Est. Cost $103.25 Unrealized -1.7%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $21 Shares 265 Est. Cost $74.19 Unrealized -8.3%
MALLINCKRODT PLC 0.0%
Value ($000) $20 Shares 170 Est. Cost $88.24 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $20 Shares 410 Est. Cost $17.15 Unrealized +47.3%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $20 Shares 505 Est. Cost $26.85 Unrealized +24.0%
SPSB SPDR BARCLAYS SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $19 Shares 619 Est. Cost $30.69 Unrealized
IEF ISHARES 7-10 YR TREAS BD 0.0%
Value ($000) $19 Shares 177 Est. Cost $107.34 Unrealized
VNQI VANGUARD GLOBAL EX - U.S. REAL ESTATE ETF 0.0%
Value ($000) $18 Shares 328 Est. Cost $54.88 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $18 Shares 177 Est. Cost $101.69 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $18 Shares 200 Est. Cost $12.05 Unrealized +25.8%
MCD MCDONALD'S CORP 0.0%
Value ($000) $17 Shares 182 Est. Cost $71.49 Unrealized +3.8%
IWS ISHARES RUSSELL MIDCAP VALUE 0.0%
Value ($000) $17 Shares 229 Est. Cost $69.87 Unrealized
RR DONNELLEY & SONS CO 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $20.00 Unrealized
AMG AFFILIATED MANAGERS GROUP 0.0%
Value ($000) $16 Shares 75 Est. Cost $193.15 Unrealized +11.4%
PRICELINE GROUP INC. 0.0%
Value ($000) $16 Shares 14 Est. Cost $1142.86 Unrealized
BUD ANHEUSER-BUSCH ADR 0.0%
Value ($000) $15 Shares 125 Est. Cost $104.00 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $15 Shares 149 Est. Cost $93.96 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $15 Shares 971 Est. Cost $8.71 Unrealized +0.5%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $15 Shares 175 Est. Cost $33.04 Unrealized -11.7%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $14 Shares 294 Est. Cost $32.75 Unrealized +30.6%
NABORS INDUSTRIES LTD 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $17.00 Unrealized
WM WASTE MANAGEMENT (NEW) 0.0%
Value ($000) $13 Shares 280 Est. Cost $35.89 Unrealized +14.0%
ISHARES MSCI JAPAN INDEX FD 0.0%
Value ($000) $13 Shares 979 Est. Cost $13.28 Unrealized
TRV THE TRAVELERS CO INC 0.0%
Value ($000) $13 Shares 136 Est. Cost $66.77 Unrealized +21.2%
CME CME GROUP INC 0.0%
Value ($000) $13 Shares 140 Est. Cost $47.43 Unrealized +29.9%
MAT MATTEL INC 0.0%
Value ($000) $12 Shares 450 Est. Cost $44.57 Unrealized -40.9%
ALLIANCE NATIONAL MUNI INC 0.0%
Value ($000) $11 Shares 804 Est. Cost $13.62 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.00 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $11 Shares 131 Est. Cost $48.03 Unrealized +0.6%
SANDISK CORPORATION 0.0%
Value ($000) $10 Shares 170 Est. Cost $86.73 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $10 Shares 616 Est. Cost $5.52 Unrealized +9.3%
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $10 Shares 93 Est. Cost $107.41 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $9 Shares 140 Est. Cost $24.61 Unrealized +0.1%
KN KNOWLES CORPORATION 0.0%
Value ($000) $9 Shares 500 Est. Cost $30.49 Unrealized -36.4%
CMG CHIPOTLE MEXICAN GILL, INC. 0.0%
Value ($000) $9 Shares 15 Est. Cost $10.17 Unrealized +24.4%
PSX PHILLIPS 66 0.0%
Value ($000) $8 Shares 100 Est. Cost $49.25 Unrealized +9.0%
TGT TARGET CORP COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $42.63 Unrealized +38.5%
RYAM RAYONIER ADVANCED MATERIALS INC 0.0%
Value ($000) $8 Shares 500 Est. Cost $35.09 Unrealized -53.1%
NPK NATIONAL PRESTO INDS INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $78.13 Unrealized -12.3%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $8 Shares 71 Est. Cost $66.36 Unrealized +14.3%
JC PENNEY CO INC 0.0%
Value ($000) $7 Shares 875 Est. Cost $10.29 Unrealized
NUVEEN QUALITY INCOME MUNI FUND INC 0.0%
Value ($000) $7 Shares 510 Est. Cost $13.73 Unrealized
QLTA ISHARES AAA - A RATED CORP 0.0%
Value ($000) $7 Shares 135 Est. Cost $51.85 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $6 Shares 85 Est. Cost $20.35 Unrealized +2.6%
LEG LEGGETT & PLATT, INC 0.0%
Value ($000) $6 Shares 116 Est. Cost $46.72 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQUITIES, INC 0.0%
Value ($000) $5 Shares 52 Est. Cost $56.46 Unrealized +12.7%
SEATTLE GENETICS, INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $30.00 Unrealized
STERICYCLE INC 0.0%
Value ($000) $5 Shares 39 Est. Cost $128.21 Unrealized
IPATH US TSY LONG BOND BEAR 0.0%
Value ($000) $4 Shares 150 Est. Cost $20.00 Unrealized
SJNK SPDR BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 154 Est. Cost $32.47 Unrealized
BB&T CORPORATION 0.0%
Value ($000) $4 Shares 90 Est. Cost $44.44 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $4 Shares 36 Est. Cost $94.40 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $4 Shares 23 Est. Cost $144.57 Unrealized 0.0%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $4 Shares 241 Est. Cost $8.12 Unrealized +1.3%
GPC GENUINE PARTS CO 0.0%
Value ($000) $4 Shares 42 Est. Cost $67.74 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $4 Shares 43 Est. Cost $73.98 Unrealized 0.0%
TDS TELEPHONE & DATA SYSTEMS NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.38 Unrealized +13.1%
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $3 Shares 68 Est. Cost $29.41 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $3 Shares 48 Est. Cost $52.75 Unrealized 0.0%
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $2 Shares 441 Est. Cost $4.54 Unrealized
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
GABELLI EQUITY TRUST INC. 0.0%
Value ($000) $2 Shares 264 Est. Cost $7.58 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
O REALTY INCOME CORPORATION 0.0%
Value ($000) $2 Shares 38 Est. Cost $27.79 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
COACH INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 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
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 -1.0%
COMMUNICATIONS SALES & LEASING INC. 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 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
FAST FASTENAL CO 0.0%
Value ($000) $1 Shares 29 Est. Cost $7.94 Unrealized 0.0%
WINDSTREAM HOLDINGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
GABELLI HEALATHCAER&WELLNESS 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $0 Shares 30 Est. Cost $10.66 Unrealized -11.7%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $0 Shares 38 Est. Cost $26.32 Unrealized